Extra Space StorageEXR

13F holders, Q1 2024 (March 31)
705holders
6famous investors
$146.73avg. 13F price*

At the end of Q1 2024, 705 institutions reported holding Extra Space Storage Inc. (EXR) in their 13F filings. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock Inc. ($3.2B) and Capital World Investors ($2.4B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).

Company
Extra Space Storage Inc.
Sector
Real Estate
CUSIP
30225T102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 705Q1 2024Q2 2024: 751Q2 2024Q3 2024: 771Q3 2024Q4 2024: 782Q4 2024Q1 2025: 801Q1 2025Q2 2025: 809Q2 2025Q3 2025: 793Q3 2025Q4 2025: 745Q4 2025Q1 2026: 768Q1 2026Q2 2026: 802Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions58$231.2M
Exits64$202.3M

Ownership 705 holders

Vanguard Group Inc. 0.10% Add +0.5% 33,686,389 $5.0B
BlackRock Inc. 0.07% Add +1.0% 21,471,266 $3.2B
Capital World Investors 0.40% Reduce -17.5% 16,236,027 $2.4B
State Street Corp. 0.09% Reduce -3.3% 13,435,432 $2.0B
Cohen & Steers, Inc. 3.29% Add +3.3% 10,699,598 $1.6B
Principal Financial Group Inc. 0.61% Add +0.1% 7,092,916 $1.0B
Norges Bank 0.16% Add +5.2% 6,710,625 $986.5M
Geode Capital Management, LLC 0.08% Add +5.5% 5,604,898 $822.1M
JPMorgan Chase & Co. 0.06% Add +67.0% 4,662,649 $685.4M
Invesco Ltd. 0.12% Add +65.0% 3,893,230 $572.3M
Capital International Investors 0.11% Add +0.0% 3,655,436 $537.3M
Massachusetts Financial Services Co. 0.15% Add +5.4% 3,391,468 $498.5M
Dimensional Fund Advisors LP 0.12% Add +0.5% 3,081,295 $453.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.66% Add +31.3% 2,766,750 $406.7M
APG Asset Management US Inc. 2.24% Reduce -6.5% 2,637,515 $387.0M
Legal & General Group Plc 0.11% Reduce -0.4% 2,595,260 $381.5M
FMR LLC 0.02% Add +50.5% 2,519,986 $370.4M
Daiwa Securities Group Inc. 2.05% Reduce -11.0% 2,425,785 $356.6M
Centersquare Investment Management LLC 3.95% Add +1.3% 2,546,475 $341.9M
Charles Schwab Investment Management Inc. 0.08% Add +2.3% 2,249,880 $330.7M
Northern Trust Corp. 0.05% Reduce -1.3% 2,060,526 $302.9M
Goldman Sachs Group Inc. 0.06% Reduce -15.5% 1,797,526 $264.2M
Wellington Management Group LLP 0.04% Reduce -21.8% 1,720,187 $252.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -11.4% 1,696,726 $249.4M
Morgan Stanley 0.02% Reduce -10.3% 1,667,290 $245.1M
First Eagle Investment Management, LLC 0.55% Add +0.1% 1,647,236 $242.1M
Canada Pension Plan Investment Board 0.24% Add +43.7% 1,557,135 $228.9M
Bank of America Corp. 0.02% Add +16.0% 1,552,933 $228.3M
Capital Research Global Investors 0.05% Add +0.0% 1,537,723 $226.0M
Bank of New York Mellon Corp 0.04% Reduce -3.1% 1,525,641 $224.3M
PGGM Investments 2.92% Add +2.8% 1,369,446 $201.3M
Nuveen Asset Management, LLC 0.05% Reduce -3.2% 1,145,276 $168.7M
APG Asset Management N.V. 0.29% Add +4.0% 1,227,529 $167.1M
T. Rowe Price Associates Inc. 0.02% Reduce -63.5% 1,014,718 $149.2M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -11.9% 905,555 $133.1M
Boston Partners 0.16% New 888,339 $130.6M
Pictet Asset Management Holding SA 0.14% Add +1.0% 886,104 $130.3M
Russell Investments Group, Ltd. 0.20% Add +7.3% 872,690 $128.3M
Ameriprise Financial Inc. 0.03% Add +5.7% 757,501 $107.8M
HSBC Holdings PLC 0.07% Add +50.6% 715,660 $105.2M
Swiss National Bank 0.07% Reduce -4.2% 632,727 $93.0M
Heitman Real Estate Securities LLC 5.27% Add +17.9% 629,762 $92.6M
Janus Henderson Group PLC 0.05% Add +2244.2% 597,729 $87.8M
Sei Investments Co. 0.12% Reduce -7.7% 574,810 $84.5M
Aew Capital Management L P 4.09% Reduce -33.3% 571,062 $83.9M
Thrivent Financial for Lutherans 0.15% Add +5.2% 521,999 $76.7M
Alliancebernstein L.P. 0.03% Reduce -5.4% 507,498 $74.6M
UBS Group AG 0.02% Reduce -7.8% 485,277 $71.3M
Prudential Financial Inc. 0.10% Reduce -40.0% 458,777 $67.4M
Amundi 0.03% Reduce -22.4% 500,906 $67.2M
CBRE Investment Management Listed Real Assets LLC 1.25% Add +276.1% 456,290 $67.1M
Deutsche Bank AG 0.03% Add +16.7% 445,897 $65.5M
Rhumbline Advisers 0.06% Reduce -3.8% 438,064 $64.4M
Barclays PLC 0.03% Reduce -44.8% 413,670 $60.8M
Assetmark, Inc. 0.20% Add +152.2% 410,804 $60.4M
CANADA LIFE ASSURANCE Co 0.12% Add +13.8% 409,514 $60.2M
Asset Management One Co., Ltd. 0.22% Reduce -3.7% 395,229 $58.1M
California Public Employees Retirement System 0.04% Reduce -21.5% 389,756 $57.3M
Public Employees Retirement System of Ohio 0.22% Reduce -2.3% 383,463 $56.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +13.7% 381,954 $56.1M
Lasalle Investment Management Securities LLC 2.22% Reduce -33.0% 366,490 $53.9M
State of New Jersey Common Pension Fund D 0.16% No change 360,397 $53.0M
Wells Fargo & Company 0.01% Add +3.7% 355,232 $52.2M
Millennium Management 0.05% Reduce -19.7% 353,840 $52.0M
Adelante Capital Management LLC 3.33% Add +2.9% 343,739 $50.5M
California State Teachers Retirement System 0.06% Add +1.3% 342,652 $50.4M
PNC Financial Services Group, Inc. 0.03% Reduce -15.2% 340,114 $50.0M
Neuberger Berman Group LLC 0.04% Reduce -16.3% 333,985 $49.1M
Nomura Asset Management Co. Ltd. 0.16% Add +4.5% 305,120 $44.9M
Credit Suisse AG/ 0.04% Reduce -0.2% 298,156 $43.8M
Brookfield Corp 0.25% Add +37.3% 289,968 $42.6M
BNP Paribas Financial Markets 0.05% Add +9.5% 288,872 $42.5M
Macquarie Group Ltd. 0.05% Add +0.8% 280,894 $41.3M
National Pension Service 0.05% Reduce -0.1% 278,552 $40.9M
Ensign Peak Advisors, Inc 0.07% Reduce -17.4% 278,329 $40.9M
Vaughan Nelson Investment Management, L.P. 0.36% Reduce -45.6% 275,488 $40.5M
AXA S.A. 0.12% Add +2.1% 261,077 $38.4M
Envestnet Asset Management Inc. 0.01% Add +1.9% 258,898 $38.1M
Citigroup Inc. 0.04% Add +4.5% 252,803 $37.2M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +19.3% 247,203 $36.3M
STRS Ohio 0.14% Reduce -4.1% 244,181 $35.9M
Swedbank AB 0.05% No change 230,691 $33.9M
Aberdeen Group plc 0.07% Reduce -0.5% 230,223 $33.8M
Ceredex Value Advisors LLC 0.58% Reduce -2.9% 225,450 $33.1M
Gillson Capital LP 3.12% New 223,390 $32.8M
Toronto Dominion Bank 0.05% Add +59.2% 221,200 $32.5M
Uniplan Investment Counsel, Inc. 2.57% Reduce -3.4% 218,235 $32.1M
Royal Bank of Canada 0.01% Reduce -9.3% 213,443 $31.4M
New York State Teachers Retirement System 0.06% Add +1.4% 206,899 $30.4M
Hazelview Securities Inc. 5.74% Reduce -17.8% 207,239 $30.4M
Bank of Montreal 0.01% Add +12.7% 200,687 $29.9M
Silvercrest Asset Management Group LLC 0.19% Reduce -0.4% 189,312 $27.8M
State Board of Administration of Florida Retirement System 0.06% Reduce -25.1% 167,650 $27.3M
Cibc World Markets Corp. 0.18% Add +8.8% 181,948 $26.7M
Raymond James & Associates 0.02% Add +12.3% 177,847 $26.1M
Robeco Institutional Asset Management B.V. 0.05% Reduce -2.9% 165,220 $24.3M
Alyeska Investment Group, L.P. 0.15% Reduce -4.1% 163,312 $24.0M
Van Lanschot Kempen Investment Management N.V. 0.30% Add +4.3% 161,956 $23.8M
Nan Shan Life Insurance Co., Ltd. 0.55% No change 160,376 $23.6M
New York State Common Retirement Fund 0.03% Reduce -8.2% 160,066 $23.5M
Guggenheim Capital LLC 0.17% Reduce -12.4% 158,627 $23.3M
Resolution Capital Ltd 0.41% Reduce -73.0% 157,445 $23.1M
Clearbridge Investments, LLC 0.02% Reduce -31.6% 152,363 $22.4M
Focus Partners Wealth 0.18% Add +365.3% 148,158 $21.8M
Stifel Financial Corp. 0.02% Add +6.0% 146,315 $21.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -14.8% 144,979 $21.3M
Victory Capital Management Inc. 0.02% Add +106.3% 134,038 $19.7M
Argent Capital Management LLC 0.57% Reduce -1.8% 132,765 $19.5M
ExodusPoint Capital Management, LP 0.23% Reduce -1.9% 128,351 $18.9M
Retirement Systems of Alabama 0.07% Add +0.1% 128,156 $18.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +7.3% 126,701 $18.6M
Allianz Asset Management GmbH 0.03% Reduce -16.3% 125,884 $18.5M
State of Alaska, Department of Revenue 0.21% Add +0.6% 123,170 $18.1M
State of Tennessee, Department of Treasury 0.07% Add +6.3% 122,001 $17.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +57.5% 121,720 $17.9M
Nisa Investment Advisors, LLC 0.12% Add +0.6% 121,306 $17.8M
Resona Asset Management Co.,Ltd. 0.11% — 121,124 $17.8M
Gradient Investments LLC 0.41% Reduce -36.6% 120,811 $17.8M
State of Wisconsin Investment Board 0.05% Add +3.4% 120,190 $17.7M
TD Asset Management Inc 0.02% Reduce -30.0% 119,183 $17.5M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -0.9% 116,978 $17.2M
Jane Street Group, LLC 0.02% Add +117.4% 115,084 $16.9M
DekaBank Deutsche Girozentrale 0.03% Reduce -4.5% 113,975 $16.5M
Bowen Hanes & Co. Inc. 0.45% No change 107,750 $15.8M
Worldquant Millennium Advisors LLC 0.19% New 104,202 $15.3M
Danske Bank A/S 0.05% — 100,815 $14.8M
LPL Financial LLC 0.01% Reduce -1.4% 100,276 $14.7M
Cibc World Market Inc. 0.04% New 100,190 $14.7M
Treasurer of the State of North Carolina 0.06% Add +0.6% 96,044 $14.1M
Chilton Capital Management LLC 0.66% Reduce -6.8% 94,528 $13.9M
Janney Montgomery Scott LLC 0.04% Add +6.3% 91,903 $13.5M
Handelsbanken Fonder AB 0.06% Add +1.8% 91,048 $13.4M
Van Eck Associates Corp. 0.02% Add +3.6% 89,507 $13.2M
Vert Asset Management LLC 5.35% Add +1.1% 86,495 $12.7M
Employees Retirement System of Texas 0.13% Reduce -19.3% 83,745 $12.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -1.0% 83,444 $12.3M
Royal London Asset Management Ltd. 0.03% Add +0.4% 82,337 $12.1M
Pacer Advisors, Inc. 0.03% Reduce -0.8% 79,902 $11.7M
Natixis Advisors, LLC 0.03% Reduce -18.8% 78,975 $11.6M
Storebrand Asset Management As 0.04% Add +1.0% 77,499 $11.4M
Susquehanna Portfolio Strategies, LLC 0.26% No change 75,914 $11.2M
Fulton Breakefield Broenniman LLC 0.83% Add +4.4% 73,058 $10.7M
UniSuper Management Pty Ltd 0.10% Add +1.4% 68,813 $10.1M
Korea Investment CORP 0.03% Add +7.6% 68,690 $10.1M
Voya Investment Management LLC 0.01% Reduce -3.3% 67,735 $10.0M
Manning & Napier Group, LLC 0.12% Add +0.7% 63,165 $9.3M
American Century Companies Inc. 0.01% Reduce -87.1% 61,723 $9.1M
Arizona State Retirement System 0.06% Add +2.0% 60,630 $8.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +6.5% 59,748 $8.8M
State of Michigan Retirement System 0.05% No change 57,879 $8.5M
CHURCHILL MANAGEMENT Corp 0.10% Reduce -2.5% 55,384 $8.1M
Franklin Resources Inc. 0.00% Add +17.8% 55,297 $8.1M
American International Group, Inc. 0.03% Reduce -0.3% 55,236 $8.1M
Capital International, Inc. 0.11% Add +20.6% 54,993 $8.1M
USS Investment Management Ltd 0.06% Add +43.2% 52,823 $7.8M
Westpac Banking Corp. 0.59% Add +0.7% 52,279 $7.7M
Liberty Mutual Group Asset Management Inc. 2.15% No change 51,274 $7.5M
Makena Capital Management LLC 1.73% Add +1.0% 50,472 $7.4M
Nissay Asset Management Corp. /Japan 0.05% Add +2.1% 50,328 $7.4M
MetLife Investment Management, LLC 0.05% Reduce -3.5% 49,425 $7.3M
American Assets Capital Advisers, LLC 2.04% Reduce -2.2% 48,692 $7.2M
National Bank of Canada 0.01% Reduce -5.3% 47,104 $6.9M
Verition Fund Management LLC 0.07% Reduce -51.0% 46,336 $6.8M
Osaic Holdings, Inc. 0.02% Reduce -14.5% 45,933 $6.8M
Cetera Investment Advisers 0.02% Add +658.1% 45,450 $6.7M
Caisse de depot et placement du Quebec 0.02% Reduce -69.7% 45,164 $6.6M
Wealthfront Advisers LLC 0.02% Add +5.9% 44,485 $6.5M
Fisher Asset Management 0.00% Reduce -0.4% 44,272 $6.5M
Schroder Investment Management Group 0.01% Add +359.9% 43,900 $6.5M
Amalgamated Bank 0.06% Reduce -13.9% 43,880 $6.5M
M&T Bank Corp 0.02% Reduce -1.9% 43,776 $6.4M
Texas Permanent School Fund Corp. 0.05% Add +0.1% 43,667 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.3% 43,086 $6.4M
IFM Investors Pty Ltd 0.07% Reduce -0.2% 43,262 $6.4M
Susquehanna International Group, LLP 0.01% Reduce -38.6% 43,203 $6.4M
Forsta Ap-Fonden 0.05% Add +8.6% 42,800 $6.3M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +6.2% 42,326 $6.2M
HighTower Advisors, LLC 0.01% Reduce -4.3% 41,443 $6.1M
Schonfeld Strategic Advisors LLC 0.05% Add +923.7% 40,026 $5.9M
Davis Selected Advisers 0.03% Reduce -3.2% 39,945 $5.9M
KBC Group NV 0.02% Add +14.8% 39,665 $5.8M
Bell Bank 0.50% Add +0.0% 39,251 $5.8M
Jacobsen Capital Management 2.67% Reduce -0.5% 39,164 $5.8M
Captrust Financial Advisors 0.02% Reduce -22.8% 38,813 $5.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +4.3% 38,556 $5.7M
Allstate Corp. 0.40% No change 38,135 $5.6M
Elevatus Welath Management 2.19% New 37,826 $5.6M
First Trust Advisors LP 0.01% Reduce -14.5% 37,372 $5.5M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -81.9% 37,200 $5.5M
Czech National Bank 0.07% Add +0.5% 37,174 $5.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.64% Add +17.4% 36,507 $5.4M
NFJ Investment Group, LLC 0.15% Reduce -1.8% 36,188 $5.3M
Utah Retirement Systems 0.06% Reduce -0.3% 36,120 $5.3M
ProShare Advisors LLC 0.01% Reduce -1.7% 35,291 $5.2M
Susquehanna Fundamental Investments, LLC 0.24% New 34,944 $5.1M
Yousif Capital Management, LLC 0.06% Reduce -0.8% 34,628 $5.1M
DNB Asset Management AS 0.03% Reduce -37.7% 32,857 $4.8M
Duff & Phelps Investment Management Co. 0.06% Reduce -32.8% 32,410 $4.8M
Mutual of America Capital Management LLC 0.05% Add +5.8% 32,030 $4.7M
GSI Capital Advisors LLC 2.76% Add +8.5% 31,894 $4.7M
New York Life Investment Management LLC 0.05% Reduce -3.4% 31,762 $4.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 31,751 $4.7M
SG Americas Securities, LLC 0.02% Add +1.3% 31,135 $4.6M
Gotham Asset Management 0.07% Reduce -12.4% 30,280 $4.5M
Public Employees Retirement Association of Colorado 0.02% Reduce -4.6% 30,174 $4.4M
CIBC Asset Management Inc 0.02% Add +3.1% 29,852 $4.4M
Truist Financial Corp. 0.01% Reduce -20.2% 29,730 $4.4M
Qube Research & Technologies Ltd 0.01% New 29,596 $4.4M
Hantz Financial Services, Inc. 0.08% Add +3.3% 29,581 $4.3M
Xponance LLC 0.05% Add +6.2% 29,423 $4.3M
ING Groep NV 0.03% Add +183.1% 28,951 $4.3M
Moody LYNN Lieberson & Walker, LLC 0.28% Reduce -24.4% 28,084 $4.1M
Creative Planning 0.00% Add +2.5% 27,563 $4.1M
Bank of Nova Scotia 0.01% Add +0.3% 26,455 $3.9M
Inspire Investing, LLC 0.39% Add +19.2% 26,182 $3.8M
Holocene Advisors, LP 0.01% Reduce -1.3% 25,584 $3.8M
Rafferty Asset Management, LLC 0.01% Reduce -10.7% 25,300 $3.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +3.7% 25,225 $3.7M
US Bancorp \de 0.01% Add +2.5% 25,090 $3.7M
Public Sector Pension Investment Board 0.03% Reduce -1.3% 24,994 $3.7M
FIL Ltd 0.00% Reduce -22.1% 24,660 $3.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -19.8% 24,481 $3.6M
Alta Capital Management LLC/ 0.22% Add +5.6% 24,378 $3.6M
AQR Capital Management 0.01% Reduce -35.7% 23,451 $3.4M
Liberty One Investment Management, LLC 0.39% Add +6.2% 23,440 $3.4M
Metis Global Partners, LLC 0.13% Add +4.4% 23,433 $3.4M
Castellan Group 1.70% Add +4.2% 22,603 $3.3M
Baron Capital (BAMCO) 0.01% Reduce -80.3% 22,014 $3.2M
Achmea Investment Management B.V. 0.06% No change 21,846 $3.2M
Pensionfund PDN 1.72% Add +15.9% 21,840 $3.2M
Private Advisor Group, LLC 0.02% Reduce -0.1% 21,541 $3.2M
PEAK6 Investments LLC 0.15% Reduce -53.4% 21,133 $3.1M
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.4% 21,006 $3.1M
Commonwealth Equity Services, LLC 0.01% Add +7.7% 20,572 $3.0M
Spirit of America Management Corp. 0.61% Reduce -31.2% 20,530 $3.0M
Advisors Asset Management, Inc. 0.06% Add +12.8% 19,872 $2.9M
Elo Mutual Pension Insurance Co 0.07% Add +4.4% 19,273 $2.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.09% Add +203.6% 19,200 $2.8M
Mackenzie Financial Corp. 0.00% Add +0.4% 19,179 $2.8M
Peapack Gladstone Financial Corp. 0.04% Add +1.7% 18,897 $2.8M
Texas Yale Capital Corp. 0.12% Reduce -1.8% 18,807 $2.8M
Ethic Inc. 0.07% Reduce -5.2% 18,459 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.7% 18,448 $2.7M
Rockefeller Capital Management L.P. 0.01% New 18,410 $2.7M
Oregon Public Employees Retirement Fund 0.05% Add +9.6% 18,044 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +5.2% 17,847 $2.6M
Global Wealth Management Investment Advisory, Inc. 0.64% Reduce -14.3% 17,701 $2.6M
Gulf International Bank (UK) Ltd 0.06% Add +0.7% 17,446 $2.6M
Norinchukin Bank, The 0.08% Reduce -1.2% 17,235 $2.5M
Commerce Bank 0.02% Add +23.0% 17,169 $2.5M
DoubleLine ETF Adviser LP 0.60% Add +11.3% 16,135 $2.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% Reduce -55.6% 16,067 $2.4M
Kentucky Retirement Systems 0.07% Reduce -5.1% 16,045 $2.4M
Hancock Whitney Corp. 0.08% Reduce -17.5% 16,029 $2.4M
Perpetual Ltd 0.02% Reduce -18.4% 16,028 $2.4M
Nicola Wealth Management LTD. 0.23% Reduce -19.2% 11,760 $2.3M
Vanderbilt University 0.49% Add +264.6% 15,885 $2.3M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 15,700 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -23.9% 15,703 $2.3M
Presima Securities ULC 0.53% Add +19.1% 15,581 $2.3M
Nordea Investment Management AB 0.00% Add +4.4% 15,048 $2.2M
Metropolitan Life Insurance Co 0.10% Reduce -0.1% 15,045 $2.2M
Maryland State Retirement & Pension System 0.04% No change 16,120 $2.2M
FirstPurpose Wealth LLC 0.80% Reduce -0.7% 15,460 $2.2M
Johnson Investment Counsel Inc. 0.02% Add +0.2% 14,520 $2.1M
Vanguard Personalized Indexing Management, LLC 0.05% Add +18.4% 14,406 $2.1M
Crossmark Global Holdings, Inc. 0.04% Add +2.7% 14,323 $2.1M
Intact Investment Management Inc. 0.08% No change 14,300 $2.1M
Hartford Investment Management Co. 0.07% Reduce -4.2% 13,659 $2.0M
Cerity Partners LLC 0.01% Add +107.7% 13,635 $2.0M
Mariner, LLC 0.00% Add +7.0% 13,244 $1.9M
Panagora Asset Management Inc. 0.01% No change 13,035 $1.9M
Tidal Investments LLC 0.03% Add +262.5% 12,967 $1.9M
Keybank National Association 0.01% Reduce -8.6% 12,962 $1.9M
Wedge Capital Management L L P 0.03% Reduce -28.3% 12,929 $1.9M
Swiss Life Asset Management Ltd 0.03% Reduce -70.8% 12,753 $1.9M
Vestcor Inc 0.06% Add +76.2% 12,671 $1.9M
Securian Asset Management, Inc. 0.05% Reduce -7.1% 12,409 $1.8M
Louisiana State Employees Retirement System 0.04% Reduce -3.9% 12,300 $1.8M
SteelPeak Wealth, LLC 0.09% Reduce -22.9% 12,270 $1.8M
Quantinno Capital Management LP 0.04% Add +15.9% 12,178 $1.8M
Corient Private Wealth LP 0.00% Add +4.8% 11,960 $1.8M
Tran Capital Management, L.P. 0.19% No change 11,910 $1.8M
Courier Capital LLC 0.13% Reduce -54.5% 11,753 $1.7M
Credit Agricole S A 0.03% Add +114.7% 12,834 $1.7M
Advisory Services Network, LLC 0.04% Reduce -2.7% 11,621 $1.7M
Naviter Wealth, LLC 0.28% Add +24.3% 11,605 $1.7M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -1.5% 11,479 $1.7M
Penserra Capital Management LLC 0.02% Reduce -1.3% 11,487 $1.7M
Shelton Capital Management 0.05% No change 11,344 $1.7M
Candriam S.C.A. 0.01% Add +13.8% 11,211 $1.6M
Pathway Financial Advisers, LLC 0.59% Reduce -5.1% 11,081 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -10.1% 10,995 $1.6M
Azzad Asset Management Inc. 0.19% Add +4.1% 10,837 $1.6M
Lake Street Advisors Group, LLC 0.07% Reduce -34.7% 10,717 $1.6M
1832 Asset Management L.P. 0.00% Reduce -65.5% 10,700 $1.6M
New Mexico Educational Retirement Board 0.06% Reduce -3.6% 10,600 $1.6M
Pensionfund Sabic 0.46% Add +31.0% 10,555 $1.6M
MAI Capital Management 0.02% Reduce -7.2% 10,201 $1.5M
Modern Wealth Management, LLC 0.14% New 10,038 $1.5M
Winmill & Co. Inc. 0.42% No change 10,027 $1.5M
Strategic Investment Advisors / MI 0.19% Add +171.6% 10,018 $1.5M
Lockheed Martin Investment Management Co. 0.11% Reduce -22.4% 9,727 $1.5M
Physician Wealth Advisors, Inc. 0.31% Add +0.4% 10,766 $1.5M
Symphony Financial, Ltd. Co. 0.34% Add +4.4% 9,858 $1.4M
Fifth Third Bancorp 0.01% Add +4.1% 9,813 $1.4M
Allianz SE 0.04% — 9,610 $1.4M
King Luther Capital Management Corp. 0.01% Reduce -2.1% 9,455 $1.4M
Stock Yards Bank & Trust Co. 0.04% Reduce -6.4% 9,193 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -77.5% 9,000 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.3% 8,921 $1.3M
Taylor Frigon Capital Management LLC 0.62% Add +0.6% 8,918 $1.3M
United Capital Financial Advisors, LLC 0.01% Reduce -1.8% 8,911 $1.3M
Virtu Financial LLC 0.10% New 8,878 $1.3M
Oppenheimer Asset Management Inc. 0.02% Reduce -3.1% 8,869 $1.3M
Capital Management Corp. 0.25% No change 8,850 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -32.8% 8,636 $1.3M
Cascade Investment Group, Inc. 0.94% Reduce -9.3% 8,501 $1.2M
E. Ohman J:or Asset Management AB 0.03% No change 8,500 $1.2M
Erste Asset Management GmbH 0.02% No change 8,500 $1.2M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -2.3% 8,384 $1.2M
Kestra Private Wealth Services, LLC 0.03% Add +344.5% 8,246 $1.2M
Atria Investments, Inc 0.02% Add +11.3% 8,081 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +45.0% 8,040 $1.2M
Aviva PLC 0.00% Add +0.3% 7,958 $1.2M
Ostrum Asset Management 0.09% No change 7,873 $1.2M
Pallas Capital Advisors LLC 0.05% Reduce -2.6% 7,815 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -70.6% 7,793 $1.1M
Vident Advisory, LLC 0.02% Reduce -8.6% 7,722 $1.1M
MML Investors Services, LLC 0.00% Add +0.4% 7,704 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.3% 7,636 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +8.0% 7,602 $1.1M
Capital Square, LLC 0.78% Add +3.5% 7,521 $1.1M
Dana Investment Advisors, Inc. 0.04% Add +2.1% 7,417 $1.1M
Whalerock Point Partners, LLC 0.31% No change 7,394 $1.1M
Ossiam 0.02% Reduce -32.4% 7,369 $1.1M
Gallacher Capital Management LLC 0.55% Add +0.9% 7,347 $1.1M
Wedbush Securities Inc. 0.04% Reduce -1.4% 7,318 $1.1M
Entropy Technologies, LP 0.11% New 7,271 $1.1M
Atria Wealth Solutions, Inc. 0.01% Reduce -9.4% 7,043 $1.0M
McDonough Capital Management, Inc 0.82% Add +6.0% 7,026 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +36.6% 7,004 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -7.4% 6,972 $1.0M
J. W. Coons Advisors, LLC 0.18% Reduce -3.7% 6,796 $999K
Acas, LLC 0.96% Reduce -1.8% 6,785 $997K
Brasada Capital Management, LP 0.18% Reduce -8.5% 6,765 $994K
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 6,705 $986K
Ofi Invest Asset Management 0.03% Reduce -10.9% 7,228 $984K
EP Wealth Advisors, LLC 0.01% Add +0.4% 6,638 $976K
Venturi Wealth Management, LLC 0.06% Add +18.4% 6,577 $967K
Natixis Investment Managers International 0.07% Reduce -50.3% 6,550 $963K
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.2% 6,486 $953K
GeoWealth Management, LLC 0.04% New 6,439 $947K
Adams Wealth Management 0.23% Reduce -1.9% 6,382 $938K
Marshall Financial Group, LLC 0.27% Add +9.9% 6,361 $935K
Virtus Advisers, LLC 0.49% Add +282.2% 6,318 $929K
Diversify Advisory Services, LLC 0.05% — 6,283 $922K
Sound View Wealth Advisors Group, LLC 0.10% Reduce -7.4% 6,259 $920K
Cypress Capital Group 0.11% Add +163.8% 6,222 $915K
Arkadios Wealth Advisors 0.07% Reduce -7.0% 6,162 $906K
Connectus Wealth, LLC 0.02% No change 6,115 $899K
Archer Investment Corp 0.27% Reduce -3.2% 6,109 $898K
Orion Porfolio Solutions, LLC 0.01% Reduce -18.6% 5,902 $868K
Orion Portfolio Solutions, LLC 0.01% Reduce -18.6% 5,902 $868K
Townsquare Capital LLC 0.01% Add +0.7% 5,882 $865K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +16.5% 5,881 $865K
Hummer Financial Advisory Services Inc 0.71% No change 5,850 $860K
Squarepoint Ops LLC 0.00% Add +0.1% 5,730 $842K
Rakuten Investment Management, Inc. 0.01% Add +986.2% 5,681 $835K
Harbor Capital Advisors, Inc. 0.10% New 5,423 $797K
Intech Investment Management LLC 0.01% Add +138.7% 5,405 $795K
Brevan Howard Capital Management LP 0.07% Reduce -38.2% 5,379 $791K
Teacher Retirement System of Texas 0.01% Reduce -86.0% 5,372 $790K
Kestra Advisory Services, LLC 0.01% Add +319.3% 5,333 $784K
Twin Capital Management Inc. 0.10% New 5,327 $783K
HRT Financial LP 0.00% Reduce -62.3% 5,321 $782K
LJI Wealth Management, LLC 0.20% Reduce -1.9% 5,230 $769K
WASHINGTON TRUST Co 0.03% No change 5,225 $768K
Glenmede Trust Co. NA 0.00% Add +3.6% 5,171 $760K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +10.2% 5,060 $744K
NEOS Investment Management LLC 0.04% Add +61.2% 4,825 $709K
Ignite Planners, LLC 0.20% New 4,786 $702K
Raymond James Trust N.A. 0.02% Add +46.2% 4,522 $665K
Regions Financial Corp. 0.01% Add +12.7% 4,438 $652K
Penobscot Investment Management Company, Inc. 0.07% Reduce -30.8% 4,435 $652K
Apollon Wealth Management, LLC 0.02% Reduce -53.8% 4,424 $650K
Brown Advisory Inc. 0.00% Add +1.1% 4,382 $644K
Money Concepts Capital Corp. 0.06% Add +3.5% 4,358 $641K
McKinley Carter Wealth Services, Inc. 0.04% No change 4,321 $635K
Carmel Capital Partners, LLC 0.25% Add +4.9% 4,173 $613K
Mather Group, Llc. 0.01% No change 3,817 $612K
Lido Advisors, LLC 0.01% Reduce -0.8% 4,115 $605K
Tempus Wealth Planning, LLC 0.26% New 4,078 $599K
Baird Financial Group, Inc. 0.00% Reduce -28.7% 3,950 $581K
Visionary Horizons, LLC 0.45% Reduce -2.1% 4,095 $576K
Enterprise Bank & Trust Co 0.20% No change 3,910 $575K
Capstone Investment Advisors, LLC 0.02% Add +304.6% 3,904 $574K
Degroof Petercam Asset Management 0.01% No change 3,900 $573K
Platte River Wealth Advisors, LLC 0.16% Reduce -27.0% 3,821 $562K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -4.5% 3,793 $558K
Loudon Investment Management, LLC 0.32% No change 3,790 $557K
CWA Asset Management Group, LLC 0.03% Add +1.1% 3,769 $554K
Intrua Financial, LLC 0.09% New 3,765 $554K
Center For Asset Management LLC 0.45% Add +159.8% 3,754 $552K
Buckley Wealth Management, LLC 0.18% Add +1.4% 3,751 $551K
Park Avenue Securities LLC 0.01% Reduce -0.9% 3,694 $543K
First Trust Direct Indexing L.P. 0.04% Add +39.1% 3,640 $535K
Values First Advisors, Inc. 0.31% Reduce -0.9% 3,607 $530K
Navellier & Associates Inc. 0.07% Reduce -6.7% 3,603 $530K
Cwm, LLC 0.00% Add +12.9% 3,560 $523K
Douglass Winthrop Advisors, LLC 0.01% No change 3,550 $522K
Jump Financial, LLC 0.01% New 3,547 $521K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -4.8% 3,470 $510K
Gryphon Financial Partners LLC 0.09% New 3,423 $503K
Checchi Capital Advisers, LLC 0.04% Add +5.5% 3,416 $502K
Investment Management Corp of Ontario 0.01% Reduce -32.2% 3,364 $495K
Hoylecohen, LLC 0.04% Reduce -5.8% 3,340 $491K
Mercer Global Advisors Inc. 0.00% Reduce -1.5% 3,329 $489K
Alberta Investment Management Corp 0.01% Reduce -60.0% 3,300 $485K
NewEdge Wealth, LLC 0.01% Reduce -6.3% 3,424 $479K
Empowered Funds, LLC 0.01% Add +25.6% 3,192 $469K
Profund Advisors LLC 0.02% Reduce -15.4% 3,186 $468K
Foster & Motley Inc. 0.03% Reduce -27.2% 3,166 $465K
Praxis Investment Management Inc. 0.03% No change 3,150 $463K
Equitable Holdings, Inc. 0.01% Reduce -32.2% 3,143 $462K
Auxano Advisors, LLC 0.13% Add +7.8% 3,124 $459K
Shell Asset Management Co. 0.02% Reduce -9.2% 2,931 $456K
Coldstream Capital Management Inc. 0.01% Add +2.8% 3,079 $453K
CoreCap Advisors, LLC 0.02% Add +7.5% 3,045 $448K
SMART Wealth LLC 0.20% New 3,036 $446K
Ieq Capital, LLC 0.01% Add +10.8% 2,981 $438K
Assenagon Asset Management S.A. 0.00% Add +4.7% 2,965 $436K
First Financial Bankshares Inc 0.01% No change 2,953 $434K
Horizon Investments, LLC 0.01% Reduce -3.0% 2,943 $433K
Orange Investment Advisors, Inc. 0.05% No change 2,864 $421K
Bessemer Group Inc. 0.00% Reduce -63.7% 2,858 $420K
Snowden Capital Advisors LLC 0.01% Add +3.0% 2,853 $419K
First Citizens Bank & Trust Co. 0.01% Reduce -7.4% 2,838 $417K
Trust Co. of Toledo NA 0.07% Reduce -1.1% 2,830 $416K
First Merchants Corp. 0.03% No change 2,818 $414K
Allworth Financial LP 0.00% Add +111.8% 2,796 $411K
Merit Financial Group, LLC 0.01% New 2,885 $409K
Horst & Graben Wealth Management LLC 0.08% No change 2,681 $394K
NewEdge Advisors, LLC 0.00% Reduce -0.5% 2,649 $389K
Benjamin F. Edwards & Company, Inc. 0.01% Add +2.5% 2,636 $387K
Prestige Wealth Management Group LLC 0.08% Add +2602.1% 2,621 $385K
Sandhill Capital Partners LLC 0.03% Reduce -7.6% 2,588 $380K
Man Group plc 0.00% Reduce -91.7% 2,573 $378K
Principal Securities, Inc. 0.01% Add +10.1% 2,530 $372K
Lecap Asset Management Ltd. 0.07% New 2,445 $359K
Walleye Trading LLC 0.01% Reduce -84.5% 2,427 $357K
GTS Securities LLC 0.01% Reduce -56.1% 2,424 $356K
Commerzbank Aktiengesellschaft 0.01% New 2,416 $356K
Delta Capital Management LLC 0.24% No change 2,385 $351K
Gsa Capital Partners LLP 0.03% Reduce -88.4% 2,391 $351K
Canandaigua National Bank & Trust Co. 0.05% Reduce -0.5% 2,370 $348K
American Investment Services, Inc. 0.06% No change 2,359 $347K
Reynders McVeigh Capital Management, LLC 0.02% No change 2,347 $346K
Ameritas Investment Partners, Inc. 0.01% No change 2,348 $345K
Prudential PLC 0.00% Reduce -67.5% 2,348 $345K
Glenview Trust Co 0.01% No change 2,340 $344K
Level Four Advisory Services, LLC 0.02% No change 2,125 $341K
Choate Investment Advisors 0.01% New 2,307 $339K
Geneos Wealth Management Inc. 0.02% No change 2,300 $338K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 2,295 $337K
Financial Advocates Investment Management 0.02% Add +21.9% 2,289 $337K
Leavell Investment Management, Inc. 0.02% No change 2,256 $332K
Siemens Fonds Invest GmbH 0.03% Reduce -4.2% 2,252 $331K
Legacy Wealth Asset Management, LLC 0.09% Add +3.2% 2,250 $331K
Two Sigma Investments, LP 0.00% New 2,247 $330K
Cynosure Group, LLC 0.06% New 2,235 $329K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.3% 2,228 $328K
Capital International Sarl 0.01% New 2,227 $327K
Cigna Investments Inc. 0.06% Reduce -1.4% 2,222 $326K
Householder Group Estate & Retirement Specialist, LLC 0.10% Reduce -10.5% 2,202 $324K
IFP Advisors, Inc 0.01% Add +2689.7% 2,176 $320K
LVW Advisors, LLC 0.05% Add +24.1% 2,119 $311K
Freedom Investment Management, Inc. 0.02% New 2,095 $308K
Clarius Group, LLC 0.02% Reduce -11.8% 2,083 $306K
Fiduciary Group, LLC 0.03% No change 2,059 $303K
Main Street Financial Solutions, LLC 0.03% Add +0.6% 2,057 $302K
Sequoia Financial Advisors, LLC 0.00% Reduce -34.5% 2,028 $298K
Clifford Swan Investment Counsel LLC 0.01% No change 2,027 $298K
Cetera Trust Company, N.A 0.18% Add +17.8% 2,021 $297K
Credit Capital Investments LLC 0.36% New 2,000 $294K
V-Square Quantitative Management LLC 0.04% No change 1,998 $294K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.0% 1,988 $292K
Caprock Group, LLC 0.02% New 1,967 $289K
Greenfield Seitz Capital Management, LLC 0.11% No change 1,942 $285K
Bryant Woods Investment Advisors, LLC 0.17% Reduce -50.5% 1,936 $285K
CM Wealth Advisors LLC 0.08% New 1,959 $281K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +3.5% 1,906 $280K
Stephens Inc. 0.00% Add +0.5% 1,901 $279K
Tyche Wealth Partners LLC 0.07% No change 1,858 $273K
Sigma Planning Corp 0.01% New 1,846 $271K
CIBC Private Wealth Group LLC 0.00% Add +8.0% 1,844 $271K
Spire Wealth Management 0.01% Add +7.3% 1,840 $271K
Naples Global Advisors, LLC 0.03% Reduce -2.3% 1,840 $270K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Add +0.3% 1,834 $270K
Bailard, Inc. 0.01% Reduce -29.3% 1,813 $267K
Greenleaf Trust 0.00% Reduce -1.6% 1,806 $265K
Buckingham Strategic Wealth, LLC 0.00% Reduce -8.8% 1,772 $260K
Los Angeles Capital Management LLC 0.00% Reduce -90.2% 1,761 $259K
Fishman Jay A Ltd. 0.03% No change 1,750 $257K
Beaton Management Co. Inc. 0.14% No change 1,750 $257K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% No change 1,745 $257K
Logan Capital Management Inc. 0.01% No change 1,730 $254K
Curtis Advisory Group, LLC 0.10% Reduce -6.8% 1,721 $253K
Huntington National Bank 0.00% Add +10.0% 1,712 $252K
Federation des caisses Desjardins du Quebec 0.00% Add +578.7% 1,690 $250K
Fulton Bank, N.A. 0.01% Reduce -0.3% 1,699 $250K
Nomura Holdings Inc. 0.00% Reduce -95.5% 1,687 $248K
Daiichi Life Insurance Co., Ltd. 0.01% No change 1,686 $248K
Fiduciary Family Office, LLC 0.10% Add +1.6% 1,680 $247K
Parsons Capital Management Inc. 0.02% No change 1,677 $247K
Avantax Planning Partners, Inc. 0.01% New 1,672 $246K
Independent Financial Group, LLC 0.01% Add +2.0% 1,668 $245K
First Manhattan Co. Llc. 0.00% Reduce -0.1% 1,667 $245K
Whittier Trust Co. 0.00% No change 1,656 $243K
Teamwork Financial Advisors, LLC 0.04% Reduce -2.5% 1,653 $243K
Bleakley Financial Group, LLC 0.01% Add +10.5% 1,652 $243K
Farmers & Merchants Investments Inc. 0.01% No change 1,642 $241K
Wolverine Trading, LLC 0.00% Reduce -15.7% 1,642 $241K
Simplicity Wealth,LLC 0.01% New 1,635 $240K
Renaissance Group LLC 0.01% Add +23.8% 1,629 $239K
Benjamin Edwards Inc. 0.05% Add +79.6% 1,620 $238K
Beacon Pointe Advisors, LLC 0.00% Reduce -24.0% 1,618 $238K
Charter Research & Investment Group, Inc. 0.19% No change 1,610 $237K
American Assets Investment Management, LLC 0.02% No change 1,610 $237K
Federated Hermes, Inc. 0.00% Reduce -34.2% 1,589 $234K
QRG Capital Management, Inc. 0.00% Add +5.2% 1,588 $233K
Lazard Asset Management LLC 0.00% Reduce -1.4% 1,584 $232K
LVZ, Inc. 0.03% New 1,555 $229K
Blueshift Asset Management, LLC 0.12% New 1,546 $227K
Tobam 0.02% Reduce -0.3% 1,541 $227K
Sheets Smith Wealth Management 0.03% Reduce -4.2% 1,541 $227K
HB Wealth Management, LLC 0.00% Add +13.9% 1,537 $226K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -0.2% 1,492 $219K
Ramirez Asset Management, Inc. 0.04% No change 1,483 $218K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -12.4% 1,481 $218K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,476 $217K
NorthRock Partners, LLC 0.01% Add +10.5% 1,412 $210K
Lincoln National Corp. 0.00% Reduce -2.7% 1,420 $209K
First Western Trust Bank 0.01% Reduce -1.1% 1,410 $207K
Dorsey & Whitney Trust CO LLC 0.01% Add +4.7% 1,407 $207K
Lake Hills Wealth Management, LLC 0.19% New 1,405 $207K
Florida Trust Wealth Management Co 0.01% Add +2.9% 1,401 $206K
Marco Investment Management LLC 0.02% No change 1,390 $204K
Aptus Capital Advisors, LLC 0.00% Add +9.5% 1,386 $204K
Plato Investment Management Ltd 0.02% Add +110.3% 1,182 $174K
SYSTM Wealth Solutions LLC 0.02% Add +32.8% 1,171 $172K
Quadrant Capital Group LLC 0.01% Reduce -2.5% 1,164 $171K
Sentry Investment Management LLC 0.06% No change 1,091 $160K
GAMMA Investing LLC 0.03% Add +32.2% 1,051 $154K
Salem Investment Counselors Inc. 0.00% Reduce -5.6% 961 $141K
TCTC Holdings, LLC 0.00% No change 954 $140K
Bellevue Asset Management, LLC 0.08% Add +0.1% 939 $138K
CVA Family Office, LLC 0.02% Add +0.3% 927 $136K
CI Investments Inc. 0.00% Add +55.6% 907 $133K
FNY Investment Advisers, LLC 0.08% New 900 $132K
Arax Advisory Partners 0.01% Add +3743.5% 884 $130K
Signaturefd, LLC 0.00% Reduce -1.6% 844 $124K
Beacon Capital Management, LLC 0.02% Add +69.3% 828 $122K
Farther Finance Advisors, LLC 0.01% Reduce -2.7% 786 $115K
Hilltop National Bank 0.04% — 759 $112K
Parallel Advisors, LLC 0.00% Reduce -1.5% 733 $108K
Citadel Advisors 0.00% Reduce -99.5% 715 $105K
ESL Trust Services, LLC 0.03% New 671 $99K
Tompkins Financial Corp. 0.01% New 650 $96K
Muzinich & Co., Inc. 0.08% No change 548 $88K
Armstrong Advisory Group, Inc. 0.01% No change 543 $87K
Covestor Ltd 0.06% Add +67.7% 592 $87K
CENTRAL TRUST Co 0.00% Add +1.6% 575 $85K
Brown Brothers Harriman & Co. 0.00% Reduce -1.1% 551 $81K
Private Trust Co. NA 0.01% Reduce -0.9% 544 $80K
Laffer Tengler Investments, Inc. 0.03% Add +22.2% 528 $78K
Concourse Financial Group Securities, Inc. 0.01% Reduce -35.1% 518 $77K
Parkside Financial Bank & Trust 0.01% Add +0.6% 518 $76K
Alta Advisers Ltd 0.04% No change 500 $74K
Cornerstone Advisors, LLC 0.00% New 500 $74K
UMB Bank, n.a. 0.00% Reduce -20.8% 469 $69K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 440 $65K
Manchester Capital Management LLC 0.01% Add +1.3% 405 $60K
Lindbrook Capital, LLC 0.01% No change 392 $58K
MassMutual Private Wealth & Trust, FSB 0.00% Add +14.2% 385 $57K
Capital Analysts, LLC 0.00% No change 369 $54K
Westside Investment Management, Inc. 0.01% No change 345 $51K
Smithfield Trust Co 0.00% Add +7.9% 329 $49K
Catalyst Funds Management Pty Ltd 0.01% — 300 $44K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 300 $44K
Bruce G. Allen Investments, LLC 0.03% Add +6.6% 274 $40K
Global Retirement Partners, LLC 0.00% Add +38.9% 257 $38K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -4.2% 250 $37K
Davis Capital Management 0.03% No change 245 $36K
Harbour Investments, Inc. 0.00% Add +29.9% 191 $28K
EverSource Wealth Advisors, LLC 0.00% Add +4.5% 207 $28K
Continuum Advisory, LLC 0.00% New 185 $27K
Rothschild Investment LLC 0.00% Add +21.8% 179 $26K
Quent Capital, LLC 0.00% No change 173 $25K
Capital Advisors, Ltd. LLC 0.00% Add +3.0% 170 $25K
Anchor Investment Management, LLC 0.00% Reduce -22.7% 170 $25K
Smartleaf Asset Management LLC 0.00% Add +1266.7% 164 $24K
Creekmur Asset Management LLC 0.01% No change 164 $24K
Clearstead Advisors, LLC 0.00% Reduce -26.7% 159 $24K
Financial Management Professionals, Inc. 0.00% Add +0.6% 157 $23K
HM Payson & Co. 0.00% No change 150 $22K
DT Investment Partners, LLC 0.00% No change 142 $21K
NFSG Corp 0.01% New 140 $21K
Bank of New Hampshire 0.01% No change 138 $20K
Rise Advisors, LLC 0.01% New 132 $19K
Zions Bancorporation, N.A. 0.00% Reduce -2.3% 130 $19K
FinTrust Capital Advisors, LLC 0.00% No change 125 $18K
TD Private Client Wealth LLC 0.00% Add +2.5% 123 $18K
Sunbelt Securities, Inc. 0.00% No change 114 $17K
Wiser Advisor Group LLC 0.03% Add +0.9% 110 $16K
Jones Financial Companies LLLP 0.00% New 104 $15K
Carolinas Wealth Consulting LLC 0.00% Add +34.2% 102 $15K
Dynamic Wealth Strategies, LLC 0.01% Reduce -25.6% 99 $15K
Missouri Trust & Investment Co 0.01% No change 100 $15K
PSI Advisors, LLC 0.01% No change 100 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $15K
Heritage Wealth Advisors 0.00% No change 100 $15K
Avior Wealth Management, LLC 0.00% New 100 $15K
LGT Financial Advisors LLC 0.02% No change 99 $15K
Optiver Holding B.V. 0.00% New 95 $14K
GW&K Investment Management, LLC 0.00% Add +28.6% 90 $13K
Private Wealth Management Group, LLC 0.01% Add +41.7% 85 $12K
HHM Wealth Advisors, LLC 0.00% No change 83 $12K
Pittenger & Anderson Inc. 0.00% Reduce -83.2% 75 $11K
Tsfg, LLC 0.00% No change 75 $11K
Valley National Advisers Inc. 0.00% Add +11.1% 80 $11K
Thompson Investment Management, Inc. 0.00% No change 74 $11K
MV Capital Management, Inc. 0.00% Add +24.1% 72 $11K
Elevation Wealth Partners, LLC 0.00% Reduce -49.2% 65 $10K
LRI Investments, LLC 0.00% — 64 $9K
Naples Money Management LLC 0.01% No change 62 $9K
Raleigh Capital Management Inc. 0.00% Add +342.9% 62 $9K
RE Dickinson Investment Advisors, LLC 0.01% No change 64 $9K
Lanark Financial, Inc. 0.00% New 66 $9K
Fortitude Family Office, LLC 0.01% No change 60 $9K
Glen Eagle Advisors, LLC 0.00% No change 59 $9K
Rosenberg Matthew Hamilton 0.00% No change 57 $8K
Gould Capital, LLC 0.01% No change 55 $8K
Quarry LP 0.00% Reduce -60.1% 55 $8K
Evolution Advisers, Inc. 0.00% No change 50 $8K
AlphaMark Advisors, LLC 0.00% No change 55 $8K
Northwest Investment Counselors, LLC 0.00% New 53 $8K
Bell Investment Advisors, Inc 0.00% Add +8.2% 53 $8K
Plante Moran Financial Advisors, LLC 0.00% No change 51 $7K
Cape Investment Advisory, Inc. 0.00% No change 51 $7K
Byrne Asset Management LLC 0.01% New 50 $7K
FSA Wealth Management LLC 0.00% No change 49 $7K
Janiczek Wealth Management, LLC 0.00% No change 44 $6K
Salomon & Ludwin, LLC 0.00% No change 41 $6K
BOK Financial Private Wealth, Inc. 0.00% Reduce -96.0% 41 $6K
Red Tortoise LLC 0.00% No change 39 $6K
Blue Trust, Inc. 0.00% Reduce -77.4% 37 $5K
Frazier Financial Advisors, LLC 0.00% New 36 $5K
Jamison Private Wealth Management, Inc. 0.00% No change 35 $5K
Creative Financial Designs Inc. 0.00% New 35 $5K
TD Waterhouse Canada Inc. 0.00% No change 26 $5K
Abound Wealth Management 0.00% Add +10.3% 32 $5K
Bogart Wealth, LLC 0.00% No change 30 $4K
Cullen/Frost Bankers, Inc. 0.00% No change 30 $4K
Bokf, NA 0.00% Add +25.0% 30 $4K
Key Financial Inc 0.00% No change 29 $4K
Eagle Bay Advisors LLC 0.00% No change 27 $4K
Wolff Wiese Magana LLC 0.00% No change 27 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $4K
Gold Investment Management Ltd. 0.00% No change 24 $4K
Avion Wealth 0.00% Add +28.6% 18 $3K
Investors Research Corp 0.00% No change 19 $3K
Harbor Investment Advisory, LLC 0.00% No change 19 $3K
Raffa Wealth Management, LLC 0.00% No change 18 $3K
Independence Bank of Kentucky 0.00% No change 17 $2K
Oakworth Capital, Inc. 0.00% No change 17 $2K
Sachetta, LLC 0.00% No change 14 $2K
Iron Horse Wealth Management, LLC 0.00% No change 15 $2K
Paloma Partners Management Co 0.00% New 14 $2K
First Horizon Advisors, Inc. 0.00% No change 14 $2K
Hollencrest Capital Management 0.00% No change 13 $2K
Hexagon Capital Partners LLC 0.00% No change 12 $2K
TFC Financial Management, Inc. 0.00% Add +9.1% 12 $2K
AdvisorNet Financial, Inc 0.00% Add +33.3% 12 $2K
MCF Advisors LLC 0.00% Add +20.0% 12 $2K
Impact Partnership Wealth, LLC 0.00% Reduce -82.5% 11 $2K
Dunhill Financial, LLC 0.00% Add +22.2% 11 $2K
Sound Income Strategies, LLC 0.00% No change 10 $1K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -95.8% 10 $1K
Castleview Partners, LLC 0.00% No change 9 $1K
Tidemark, LLC 0.00% No change 8 $1K
WR Wealth Planners, LLC 0.00% New 8 $1K
Colonial Trust Advisors 0.00% Reduce -55.6% 8 $1K
Aspect Partners, LLC 0.00% Add +40.0% 7 $1K
Asset Dedication, LLC 0.00% Reduce -89.5% 4 $1K
Cornerstone Planning Group LLC 0.00% Add +250.0% 7 $994
Abich Financial Wealth Management LLC 0.00% No change 6 $882
North Star Investment Management Corp. 0.00% No change 6 $882
Nvwm, LLC 0.00% New 5 $743
Horizon Financial Services, LLC 0.00% New 4 $588
Western Pacific Wealth Management, LP 0.00% New 4 $588
Versant Capital Management, Inc 0.00% No change 4 $588
Planning Capital Management Corp 0.00% No change 1 $147
JFS Wealth Advisors, LLC 0.00% Reduce -85.7% 1 $147
Larson Financial Group LLC 0.00% No change 1 $147

"% of holder's portfolio" is EXR's weight in each manager's 13F, not the share of Extra Space Storage Inc. the manager owns.