Extra Space StorageEXR
13F holders, Q3 2024 (September 30)771holders +20
75new positions
60sold out
6famous investors
$178.30avg. 13F price*
At the end of Q3 2024, 771 institutions reported holding Extra Space Storage Inc. (EXR) in their 13F filings, up 20 from Q2 2024. 75 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($6.1B), BlackRock, Inc. ($4.0B) and Capital World Investors ($4.0B). 6 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Extra Space Storage Inc.
- Sector
- Real Estate
- CUSIP
- 30225T102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $147.0M |
| Exits | 60 | $313.3M |
All 13F filers, Q2 2024 → Q3 2024: 11,989,470 shares bought and 13,284,937 shares sold, net −1,295,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| Vanguard Group Inc. | 0.11% | Reduce -0.1% | 33,607,162 | $6.1B |
| BlackRock, Inc. | 0.08% | — | 22,358,370 | $4.0B |
| Capital World Investors | 0.62% | Add +13.0% | 22,131,682 | $4.0B |
| State Street Corp. | 0.10% | Add +1.7% | 13,390,830 | $2.4B |
| Cohen & Steers, Inc. | 2.80% | Reduce -0.6% | 8,729,192 | $1.6B |
| Principal Financial Group Inc. | 0.66% | Reduce -2.2% | 6,716,161 | $1.2B |
| Norges Bank | 0.16% | Reduce -3.8% | 6,547,945 | $1.2B |
| Geode Capital Management, LLC | 0.08% | Reduce -1.9% | 5,649,299 | $1.0B |
| Capital International Investors | 0.13% | Add +0.1% | 3,659,210 | $659.4M |
| Dimensional Fund Advisors LP | 0.14% | Reduce -0.5% | 3,112,107 | $560.8M |
| Massachusetts Financial Services Co. | 0.16% | Reduce -16.6% | 2,959,984 | $533.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 2.05% | Reduce -5.0% | 2,817,511 | $507.7M |
| APG Asset Management US Inc. | 3.11% | Add +0.9% | 2,578,613 | $459.7M |
| Centersquare Investment Management LLC | 4.23% | Add +3.6% | 2,504,988 | $451.4M |
| Invesco Ltd. | 0.09% | Reduce -35.1% | 2,488,388 | $448.4M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +4.9% | 2,366,107 | $426.3M |
| Legal & General Group Plc | 0.11% | Reduce -5.7% | 2,335,325 | $420.8M |
| Goldman Sachs Group Inc. | 0.07% | Add +1.9% | 2,117,040 | $381.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -42.8% | 2,033,004 | $366.3M |
| FMR LLC | 0.02% | Reduce -34.0% | 2,032,400 | $366.2M |
| Daiwa Securities Group Inc. | 1.70% | Add +10.4% | 2,020,459 | $364.1M |
| Morgan Stanley | 0.03% | Reduce -0.1% | 1,998,262 | $360.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +724.1% | 1,981,799 | $357.1M |
| Northern Trust Corp. | 0.06% | Reduce -4.6% | 1,933,837 | $348.5M |
| Nuveen Asset Management, LLC | 0.09% | Add +34.3% | 1,713,570 | $308.8M |
| First Eagle Investment Management, LLC | 0.61% | Reduce -0.6% | 1,631,198 | $293.9M |
| Bank of New York Mellon Corp | 0.05% | Reduce -6.0% | 1,416,483 | $255.2M |
| Canada Pension Plan Investment Board | 0.24% | Reduce -25.1% | 1,406,869 | $253.5M |
| Boston Partners | 0.29% | Reduce -48.6% | 1,384,712 | $249.5M |
| PGGM Investments | 3.04% | Add +1.0% | 1,315,485 | $237.0M |
| Capital Research Global Investors | 0.05% | Add +4.1% | 1,312,964 | $236.6M |
| Prudential Financial Inc. | 0.28% | Add +204.5% | 1,122,769 | $202.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Add +0.2% | 798,419 | $143.9M |
| Hamlin Capital Management, LLC | 3.46% | Add +44.8% | 766,043 | $138.0M |
| Bank of America Corp. | 0.01% | Reduce -60.5% | 707,986 | $127.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -24.6% | 704,023 | $126.9M |
| HSBC Holdings PLC | 0.08% | Add +16.8% | 699,802 | $125.9M |
| Russell Investments Group, Ltd. | 0.18% | Reduce -3.5% | 693,553 | $124.9M |
| Swiss National Bank | 0.07% | Add +0.3% | 628,327 | $113.2M |
| Ameriprise Financial Inc. | 0.03% | Add +4.4% | 652,899 | $111.9M |
| UBS Group AG | 0.03% | Add +33.3% | 615,557 | $110.9M |
| Wellington Management Group LLP | 0.02% | Reduce -6.6% | 598,629 | $107.9M |
| Aew Capital Management L P | 4.51% | Reduce -1.8% | 581,687 | $104.8M |
| CBRE Investment Management Listed Real Assets LLC | 1.64% | Add +68.4% | 569,819 | $102.7M |
| Deutsche Bank AG | 0.04% | Add +39.1% | 549,292 | $99.0M |
| Sei Investments Co. | 0.12% | Reduce -10.6% | 527,056 | $95.0M |
| Pictet Asset Management Holding SA | 0.10% | Add +0.8% | 496,473 | $89.5M |
| Alliancebernstein L.P. | 0.03% | Reduce -3.0% | 478,743 | $86.3M |
| Macquarie Group Ltd. | 0.09% | Add +66.1% | 464,953 | $83.8M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -9.0% | 461,830 | $83.2M |
| Heitman Real Estate Securities LLC | 4.47% | Reduce -2.2% | 454,594 | $81.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.08% | Add +6.5% | 437,780 | $78.9M |
| Amundi | 0.03% | Reduce -0.6% | 455,370 | $77.9M |
| Barclays PLC | 0.03% | Reduce -5.7% | 427,622 | $77.1M |
| Rhumbline Advisers | 0.07% | Reduce -2.7% | 426,587 | $76.9M |
| California Public Employees Retirement System | 0.05% | Reduce -3.5% | 418,171 | $75.4M |
| Millennium Management | 0.07% | Reduce -18.1% | 413,865 | $74.6M |
| CANADA LIFE ASSURANCE Co | 0.13% | Reduce -5.6% | 411,529 | $74.2M |
| Asset Management One Co., Ltd. | 0.25% | Add +0.1% | 387,263 | $69.8M |
| STRS Ohio | 0.26% | Add +11.7% | 380,390 | $68.5M |
| Public Employees Retirement System of Ohio | 0.29% | Reduce -0.2% | 380,276 | $68.5M |
| California State Teachers Retirement System | 0.07% | Add +0.4% | 344,077 | $62.0M |
| Wells Fargo & Company | 0.02% | Add +0.4% | 344,074 | $62.0M |
| BNP Paribas Financial Markets | 0.06% | Add +31.8% | 341,983 | $61.6M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.8% | 341,538 | $61.5M |
| National Pension Service | 0.06% | Add +18.3% | 333,865 | $60.2M |
| Nomura Asset Management Co. Ltd. | 0.18% | Add +1.7% | 328,010 | $59.1M |
| Ensign Peak Advisors, Inc | 0.10% | Add +14.1% | 304,867 | $54.9M |
| Neuberger Berman Group LLC | 0.04% | Add +30.5% | 302,069 | $54.4M |
| Vaughan Nelson Investment Management, L.P. | 0.48% | Add +9.7% | 298,605 | $53.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.0% | 291,838 | $52.6M |
| Raymond James & Associates | 0.03% | Add +6.2% | 291,052 | $52.4M |
| Donaldson Capital Management, LLC | 1.93% | Add +59.2% | 278,152 | $50.1M |
| Adelante Capital Management LLC | 3.21% | Reduce -3.3% | 276,236 | $49.8M |
| American Century Companies Inc. | 0.03% | Reduce -33.5% | 264,217 | $47.6M |
| AXA S.A. | 0.13% | Reduce -3.0% | 251,028 | $45.2M |
| Swedbank AB | 0.06% | Add +4.5% | 243,130 | $43.8M |
| Lasalle Investment Management Securities LLC | 1.65% | Reduce -4.5% | 239,792 | $43.2M |
| Tudor Investment Corporation | 0.47% | New | 239,210 | $43.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.26% | Add +485.7% | 237,331 | $42.8M |
| Gillson Capital LP | 3.81% | Add +72.0% | 232,346 | $41.9M |
| State of New Jersey Common Pension Fund D | 0.17% | Reduce -4.7% | 229,286 | $41.3M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 227,338 | $41.0M |
| National Bank of Canada | 0.05% | Add +285.6% | 226,132 | $40.7M |
| State Board of Administration of Florida Retirement System | 0.07% | Reduce -1.0% | 209,340 | $37.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Reduce -1.5% | 205,005 | $36.9M |
| Cibc World Markets Corp. | 0.25% | Add +20.0% | 194,769 | $35.1M |
| New York State Teachers Retirement System | 0.07% | Reduce -2.7% | 190,186 | $34.3M |
| Gradient Investments LLC | 0.71% | Add +54.1% | 188,774 | $34.0M |
| Brookfield Corp | 0.19% | Reduce -20.0% | 184,198 | $33.2M |
| Silvercrest Asset Management Group LLC | 0.22% | Reduce -0.8% | 182,629 | $32.9M |
| Schonfeld Strategic Advisors LLC | 0.26% | Add +235.4% | 178,382 | $32.1M |
| Bank of Montreal | 0.01% | Reduce -22.3% | 180,271 | $31.9M |
| Uniplan Investment Counsel, Inc. | 2.70% | Reduce -8.7% | 168,180 | $30.3M |
| Retirement Systems of Alabama | 0.11% | Reduce -1.0% | 167,764 | $30.2M |
| Allianz Asset Management GmbH | 0.05% | Add +0.7% | 167,480 | $30.2M |
| Toronto Dominion Bank | 0.05% | Reduce -17.9% | 167,420 | $30.2M |
| Victory Capital Management Inc. | 0.03% | Add +17.8% | 167,257 | $30.1M |
| Van Lanschot Kempen Investment Management N.V. | 0.29% | Add +9.1% | 158,732 | $28.6M |
| KBC Group NV | 0.09% | Add +351.3% | 158,401 | $28.5M |
| Aberdeen Group plc | 0.05% | Reduce -32.2% | 152,934 | $27.4M |
| ExodusPoint Capital Management, LP | 0.28% | Add +16.3% | 151,252 | $27.3M |
| Franklin Resources Inc. | 0.01% | Reduce -16.6% | 159,228 | $27.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +3.0% | 147,115 | $26.5M |
| Ceredex Value Advisors LLC | 0.50% | Reduce -35.4% | 142,675 | $25.7M |
| Citigroup Inc. | 0.02% | Reduce -35.6% | 142,409 | $25.7M |
| Stifel Financial Corp. | 0.03% | Reduce -2.9% | 137,187 | $24.7M |
| Guggenheim Capital LLC | 0.17% | Add +6.2% | 133,695 | $24.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.57% | Add +41.4% | 133,234 | $24.0M |
| State of Tennessee, Department of Treasury | 0.08% | Add +20.1% | 131,752 | $23.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +1.4% | 131,645 | $23.7M |
| Argent Capital Management LLC | 0.64% | Reduce -1.9% | 128,453 | $23.1M |
| New York State Common Retirement Fund | 0.03% | Reduce -20.4% | 128,231 | $23.1M |
| State of Wisconsin Investment Board | 0.06% | Add +5.8% | 126,537 | $22.8M |
| State of Alaska, Department of Revenue | 0.24% | Add +0.3% | 124,544 | $22.4M |
| Marshall Wace, LLP | 0.03% | Reduce -26.7% | 120,712 | $21.8M |
| Resona Asset Management Co.,Ltd. | 0.12% | Reduce -4.6% | 118,302 | $21.1M |
| Korea Investment CORP | 0.05% | Reduce -33.7% | 116,698 | $21.0M |
| Cibc World Market Inc. | 0.05% | Add +1.0% | 113,935 | $20.5M |
| Chevy Chase Trust Holdings, LLC | 0.06% | Reduce -1.7% | 113,627 | $20.5M |
| DekaBank Deutsche Girozentrale | 0.04% | Reduce -9.4% | 114,837 | $20.2M |
| Bowen Hanes & Co. Inc. | 0.53% | No change | 111,750 | $20.1M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -23.1% | 111,175 | $20.0M |
| Nisa Investment Advisors, LLC | 0.12% | Reduce -8.4% | 109,869 | $19.8M |
| Natixis Advisors, LLC | 0.04% | Add +2.0% | 108,688 | $19.6M |
| LPL Financial LLC | 0.01% | Reduce -0.3% | 104,565 | $18.8M |
| Worldquant Millennium Advisors LLC | 0.13% | New | 102,140 | $18.4M |
| Gateway Investment Advisers LLC | 0.20% | Reduce -2.5% | 100,574 | $18.1M |
| Handelsbanken Fonder AB | 0.07% | Add +3.5% | 100,231 | $18.1M |
| TD Asset Management Inc | 0.02% | Add +0.1% | 99,022 | $17.5M |
| Treasurer of the State of North Carolina | 0.07% | Add +0.5% | 94,028 | $16.9M |
| Employees Retirement System of Texas | 0.17% | Reduce -1.1% | 91,745 | $16.5M |
| Danske Bank A/S | 0.06% | Add +3.4% | 91,714 | $16.5M |
| IFM Investors Pty Ltd | 0.16% | Reduce -1.8% | 90,784 | $16.4M |
| Van Eck Associates Corp. | 0.02% | Add +11.6% | 96,609 | $16.3M |
| Vert Asset Management LLC | 5.38% | Add +1.5% | 86,563 | $15.6M |
| Royal London Asset Management Ltd. | 0.04% | Add +3.4% | 86,078 | $15.5M |
| Chilton Capital Management LLC | 0.64% | Reduce -4.7% | 85,360 | $15.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | Reduce -1.0% | 82,724 | $14.9M |
| Storebrand Asset Management As | 0.05% | Add +3.1% | 79,721 | $14.4M |
| Capital International, Inc. | 0.18% | Add +13.1% | 77,383 | $13.9M |
| Gotham Asset Management | 0.14% | Add +21.4% | 74,165 | $13.4M |
| UniSuper Management Pty Ltd | 0.10% | Add +0.5% | 73,896 | $13.3M |
| Qube Research & Technologies Ltd | 0.02% | New | 71,999 | $13.0M |
| Pacer Advisors, Inc. | 0.03% | Reduce -1.2% | 71,599 | $12.9M |
| BSN CAPITAL PARTNERS Ltd | 2.41% | New | 80,717 | $12.4M |
| Citadel Advisors | 0.01% | Reduce -88.1% | 68,005 | $12.3M |
| Jane Street Group, LLC | 0.02% | Reduce -63.2% | 66,540 | $12.0M |
| Voya Investment Management LLC | 0.01% | Reduce -6.8% | 65,706 | $11.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.12% | Add +3.9% | 63,906 | $11.5M |
| Manning & Napier Advisors LLC | 0.13% | No change | 63,720 | $11.5M |
| Davis Selected Advisers | 0.06% | Reduce -0.2% | 61,495 | $11.1M |
| MetLife Investment Management, LLC | 0.06% | Reduce -2.2% | 61,487 | $11.1M |
| Arizona State Retirement System | 0.07% | Reduce -1.0% | 60,707 | $10.9M |
| Zimmer Partners, LP | 0.20% | New | 60,000 | $10.8M |
| Fisher Asset Management | 0.00% | Add +0.5% | 59,231 | $10.7M |
| State of Michigan Retirement System | 0.05% | Reduce -0.5% | 57,679 | $10.4M |
| Corebridge Financial, Inc. | 0.05% | Reduce -2.5% | 56,572 | $10.2M |
| CHURCHILL MANAGEMENT Corp | 0.12% | Add +1.4% | 55,680 | $10.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -52.1% | 55,418 | $10.0M |
| USS Investment Management Ltd | 0.07% | Add +0.3% | 55,220 | $9.9M |
| Susquehanna Portfolio Strategies, LLC | 0.67% | Reduce -27.3% | 54,781 | $9.9M |
| Nissay Asset Management Corp. /Japan | 0.06% | Add +4.0% | 54,770 | $9.9M |
| Susquehanna International Group, LLP | 0.02% | Reduce -0.2% | 54,411 | $9.8M |
| Westpac Banking Corp. | 0.63% | Reduce -0.5% | 51,796 | $9.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.25% | Add +335.4% | 50,402 | $9.1M |
| Twinbeech Capital LP | 0.16% | New | 46,795 | $8.4M |
| GSI Capital Advisors LLC | 4.13% | Add +42.3% | 45,813 | $8.3M |
| Schroder Investment Management Group | 0.01% | Reduce -13.1% | 46,188 | $8.2M |
| Wealthfront Advisers LLC | 0.03% | Reduce -0.8% | 45,081 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Add +3.5% | 44,420 | $8.0M |
| American Assets Capital Advisers, LLC | 2.44% | Reduce -4.8% | 44,079 | $7.9M |
| M&T Bank Corp | 0.03% | Reduce -0.8% | 44,023 | $7.9M |
| Cetera Investment Advisers | 0.02% | Reduce -5.2% | 43,270 | $7.8M |
| Czech National Bank | 0.08% | Add +7.0% | 43,172 | $7.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | No change | 42,326 | $7.6M |
| Forsta Ap-Fonden | 0.06% | Add +9.0% | 42,300 | $7.6M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -7.1% | 41,964 | $7.6M |
| Amalgamated Bank | 0.06% | Reduce -2.8% | 41,497 | $7.5M |
| First Trust Advisors LP | 0.01% | Reduce -4.1% | 41,325 | $7.4M |
| AQR Capital Management | 0.01% | Add +84.2% | 41,688 | $7.4M |
| Jacobsen Capital Management | 2.95% | Add +0.0% | 38,841 | $7.0M |
| Liberty Mutual Group Asset Management Inc. | 1.05% | Reduce -7.6% | 38,477 | $6.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 38,000 | $6.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | — | 37,856 | $6.8M |
| Captrust Financial Advisors | 0.02% | Reduce -1.0% | 37,317 | $6.7M |
| Public Sector Pension Investment Board | 0.04% | Add +25.8% | 36,948 | $6.7M |
| DNB Asset Management AS | 0.03% | Add +3.5% | 35,993 | $6.5M |
| ProShare Advisors LLC | 0.02% | Reduce -3.8% | 35,965 | $6.5M |
| Duff & Phelps Investment Management Co. | 0.07% | Add +9.5% | 35,503 | $6.4M |
| Yousif Capital Management, LLC | 0.07% | Reduce -0.9% | 34,683 | $6.2M |
| Utah Retirement Systems | 0.07% | Add +0.3% | 34,620 | $6.2M |
| Laurion Capital Management LP | 0.39% | New | 32,756 | $5.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +18.7% | 33,052 | $5.9M |
| New York Life Investment Management LLC | 0.05% | Reduce -3.0% | 31,193 | $5.6M |
| Teacher Retirement System of Texas | 0.03% | Add +655.2% | 31,055 | $5.6M |
| CIBC Asset Management Inc | 0.02% | Add +8.4% | 30,877 | $5.6M |
| Hantz Financial Services, Inc. | 0.10% | Add +3.0% | 30,729 | $5.5M |
| Focus Partners Wealth | 0.02% | Reduce -79.8% | 31,051 | $5.5M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -2.4% | 30,295 | $5.5M |
| Rafferty Asset Management, LLC | 0.02% | Add +3.0% | 30,122 | $5.4M |
| Metis Global Partners, LLC | 0.17% | Add +21.6% | 29,848 | $5.4M |
| Xponance LLC | 0.05% | Add +1.8% | 29,544 | $5.3M |
| Vestcor Inc | 0.17% | Add +131.9% | 29,389 | $5.3M |
| Public Employees Retirement Association of Colorado | 0.02% | Add +0.0% | 29,375 | $5.3M |
| Janus Henderson Group PLC | 0.00% | Add +1.8% | 29,117 | $5.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.31% | Add +0.1% | 28,101 | $5.1M |
| US Bancorp \de | 0.01% | Add +2.0% | 27,929 | $5.0M |
| Quantinno Capital Management LP | 0.06% | Add +10.0% | 27,297 | $4.9M |
| Bank of Nova Scotia | 0.01% | Add +21.8% | 27,110 | $4.9M |
| Liberty One Investment Management, LLC | 0.48% | Add +4.9% | 26,269 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.6% | 26,065 | $4.7M |
| Sterling Capital Management LLC | 0.06% | — | 25,513 | $4.6M |
| Alta Capital Management LLC/ | 0.27% | Add +0.3% | 24,857 | $4.5M |
| FIL Ltd | 0.00% | Reduce -6.4% | 24,697 | $4.5M |
| Bell Bank | 0.52% | No change | 24,375 | $4.4M |
| Castellan Group | 1.76% | Reduce -8.8% | 23,132 | $4.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -1.8% | 22,287 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.2% | 21,912 | $3.9M |
| Pensionfund PDN | 1.80% | No change | 21,840 | $3.9M |
| Texas Yale Capital Corp. | 0.17% | No change | 21,632 | $3.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -66.5% | 21,024 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -8.7% | 20,851 | $3.8M |
| Inspire Investing, LLC | 0.38% | Reduce -3.3% | 20,798 | $3.7M |
| Landscape Capital Management, L.L.C. | 0.38% | New | 20,764 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.8% | 20,735 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.6% | 20,637 | $3.7M |
| Diversify Wealth Management, LLC | 0.35% | Reduce -0.7% | 21,660 | $3.7M |
| Bessemer Group Inc. | 0.01% | Add +639.5% | 20,315 | $3.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -3.8% | 20,204 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -2.4% | 19,069 | $3.4M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +13.1% | 19,044 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +11.2% | 18,837 | $3.4M |
| Elo Mutual Pension Insurance Co | 0.07% | Reduce -9.8% | 18,690 | $3.4M |
| UMB Bank, n.a. | 0.05% | Add +3636.8% | 18,684 | $3.4M |
| Norinchukin Bank, The | 0.08% | Add +6.7% | 18,273 | $3.3M |
| Mackenzie Financial Corp. | 0.00% | Reduce -4.0% | 18,273 | $3.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.70% | Reduce -1.4% | 18,130 | $3.3M |
| Oregon Public Employees Retirement Fund | 0.06% | Reduce -0.3% | 18,094 | $3.3M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.35% | Reduce -2.1% | 17,774 | $3.2M |
| Man Group plc | 0.01% | New | 17,631 | $3.2M |
| Vanderbilt University | 0.58% | Add +15.3% | 17,308 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.2% | 18,480 | $3.1M |
| Mariner, LLC | 0.01% | Add +11.1% | 17,094 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -5.4% | 17,014 | $3.1M |
| Shelton Capital Management | 0.08% | Add +49.4% | 16,944 | $3.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 16,919 | $3.0M |
| Gulf International Bank (UK) Ltd | 0.08% | Reduce -4.3% | 16,695 | $3.0M |
| Hancock Whitney Corp. | 0.09% | Reduce -0.5% | 15,665 | $2.8M |
| Intact Investment Management Inc. | 0.09% | No change | 15,600 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -21.2% | 15,560 | $2.8M |
| Commerce Bank | 0.02% | Reduce -5.8% | 15,498 | $2.8M |
| Nordea Investment Management AB | 0.00% | Reduce -0.2% | 15,492 | $2.8M |
| Spirit of America Management Corp. | 0.55% | No change | 15,280 | $2.8M |
| DoubleLine ETF Adviser LP | 0.66% | New | 15,113 | $2.7M |
| Ethic Inc. | 0.07% | Reduce -1.5% | 18,459 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -56.8% | 14,836 | $2.7M |
| Kentucky Retirement Systems | 0.08% | Reduce -7.5% | 14,764 | $2.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -1.4% | 14,740 | $2.7M |
| Johnson Investment Counsel Inc. | 0.03% | Add +1.4% | 14,684 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +39.9% | 14,426 | $2.6M |
| Andra AP-fonden | 0.04% | New | 14,100 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +23.9% | 14,836 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.8% | 13,932 | $2.5M |
| CIBC Private Wealth Group LLC | 0.00% | Add +24.6% | 13,918 | $2.5M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -2.5% | 13,882 | $2.5M |
| Penserra Capital Management LLC | 0.05% | Add +11.8% | 13,784 | $2.5M |
| Creative Planning | 0.00% | Reduce -50.6% | 13,770 | $2.5M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -22.9% | 13,753 | $2.5M |
| Mizuho Securities USA LLC | 0.05% | Reduce -15.8% | 13,742 | $2.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 13,700 | $2.5M |
| Hartford Investment Management Co. | 0.08% | Reduce -1.6% | 13,359 | $2.4M |
| Candriam S.C.A. | 0.01% | Add +11.2% | 13,279 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +1.1% | 13,027 | $2.3M |
| Tidal Investments LLC | 0.03% | Add +34.4% | 12,640 | $2.3M |
| Taylor Frigon Capital Management LLC | 1.12% | Reduce -2.9% | 12,458 | $2.2M |
| Paralel Advisors LLC | 0.10% | Add +147.0% | 12,350 | $2.2M |
| Engineers Gate Manager LP | 0.04% | Add +527.7% | 12,139 | $2.2M |
| Maryland State Retirement & Pension System | 0.05% | Reduce -25.9% | 11,949 | $2.2M |
| Tran Capital Management, L.P. | 0.23% | No change | 11,910 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.8% | 11,900 | $2.1M |
| Rakuten Investment Management, Inc. | 0.01% | Add +33.2% | 12,004 | $2.1M |
| Naviter Wealth, LLC | 0.30% | Reduce -6.3% | 11,781 | $2.1M |
| Keybank National Association | 0.01% | Add +2.2% | 11,706 | $2.1M |
| Modern Wealth Management, LLC | 0.13% | Add +6.5% | 11,645 | $2.1M |
| Securian Asset Management, Inc. | 0.06% | Reduce -3.7% | 11,612 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.5% | 11,446 | $2.1M |
| Perpetual Ltd | 0.02% | Reduce -26.9% | 11,308 | $2.0M |
| Hamilton Capital Partners Inc. | 0.17% | New | 11,196 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -54.5% | 11,015 | $2.0M |
| Brevan Howard Capital Management LP | 0.10% | Add +190.3% | 10,911 | $2.0M |
| Physician Wealth Advisors, Inc. | 0.35% | Add +4.0% | 11,237 | $1.9M |
| Azzad Asset Management Inc. | 0.21% | Add +4.0% | 10,593 | $1.9M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | Reduce -1.8% | 10,558 | $1.9M |
| Fulton Breakefield Broenniman LLC | 0.13% | Reduce -85.3% | 10,523 | $1.9M |
| Presima Securities ULC | 0.41% | Reduce -29.6% | 10,481 | $1.9M |
| Verition Fund Management LLC | 0.01% | Reduce -89.0% | 10,437 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | Reduce -1.9% | 10,400 | $1.9M |
| Allstate Corp. | 0.17% | Reduce -47.4% | 10,130 | $1.8M |
| Clearbridge Investments, LLC | 0.00% | No change | 10,095 | $1.8M |
| Matrix Trust Co | 0.34% | Add +49.2% | 10,054 | $1.8M |
| Winmill & Co. Inc. | 0.61% | No change | 10,027 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -22.1% | 9,962 | $1.8M |
| Courier Capital LLC | 0.12% | Reduce -7.9% | 9,882 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 11,366 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +8.1% | 9,787 | $1.8M |
| Fifth Third Bancorp | 0.01% | Reduce -2.2% | 9,723 | $1.8M |
| Allianz SE | 0.05% | No change | 9,610 | $1.7M |
| King Luther Capital Management Corp. | 0.01% | Reduce -0.1% | 9,546 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.5% | 9,438 | $1.7M |
| Brown Financial Advisors | 0.68% | Add +69.0% | 9,134 | $1.6M |
| Vident Advisory, LLC | 0.04% | Add +12.5% | 9,099 | $1.6M |
| Pensionfund Sabic | 0.51% | Reduce -14.2% | 9,055 | $1.6M |
| Erste Asset Management GmbH | 0.02% | Add +8.2% | 9,200 | $1.6M |
| Jefferies Financial Group Inc. | 0.03% | No change | 9,000 | $1.6M |
| Panagora Asset Management Inc. | 0.01% | Reduce -0.0% | 8,994 | $1.6M |
| Mattson Financial Services, LLC | 0.58% | Reduce -0.7% | 10,348 | $1.6M |
| J. W. Coons Advisors, LLC | 0.30% | Reduce -0.5% | 8,885 | $1.6M |
| Capital Management Corp. | 0.28% | No change | 8,850 | $1.6M |
| Ossiam | 0.03% | Reduce -2.0% | 8,842 | $1.6M |
| Symphony Financial, Ltd. Co. | 0.26% | Reduce -2.5% | 8,972 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | No change | 8,775 | $1.6M |
| Capital International Sarl | 0.04% | Add +48.6% | 8,741 | $1.6M |
| E. Ohman J:or Asset Management AB | 0.04% | No change | 8,500 | $1.5M |
| NEOS Investment Management LLC | 0.05% | Add +23.8% | 8,441 | $1.5M |
| Gallacher Capital Management LLC | 0.70% | Add +13.4% | 8,430 | $1.5M |
| McDonough Capital Management, Inc | 1.03% | Add +3.4% | 8,344 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Add +25.4% | 8,325 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +30.9% | 8,267 | $1.5M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -23.7% | 8,273 | $1.5M |
| Cascade Investment Group, Inc. | 1.09% | Reduce -2.1% | 8,246 | $1.5M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.04% | Reduce -67.8% | 8,147 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Add +141.2% | 8,132 | $1.5M |
| Capital Square, LLC | 0.89% | Add +6.3% | 8,110 | $1.5M |
| Aviva PLC | 0.00% | Reduce -0.3% | 7,997 | $1.4M |
| Howard Capital Management, LLC | 0.02% | New | 7,965 | $1.4M |
| Scientech Research LLC | 0.28% | Add +347.2% | 7,920 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -8.9% | 7,790 | $1.4M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -10.9% | 7,755 | $1.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +4.4% | 7,759 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -3.1% | 7,713 | $1.4M |
| Machina Capital S.A.S. | 0.55% | New | 7,708 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Reduce -2.9% | 7,698 | $1.4M |
| Holocene Advisors, LP | 0.01% | Reduce -40.5% | 7,532 | $1.4M |
| Nebula Research & Development LLC | 0.16% | New | 7,457 | $1.3M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -57.9% | 7,359 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +0.2% | 7,288 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 7,285 | $1.3M |
| Hartline Investment Corp./ | 0.16% | No change | 6,982 | $1.3M |
| Natixis Investment Managers International | 0.09% | Add +9.8% | 6,970 | $1.3M |
| Investment Management Corp of Ontario | 0.03% | Add +46.2% | 6,964 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +8.8% | 6,868 | $1.2M |
| One Capital Management, LLC | 0.04% | Add +22.9% | 6,858 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -3.0% | 7,327 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.3% | 6,716 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 6,715 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Add +3.3% | 6,653 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -1.5% | 6,560 | $1.2M |
| MADDEN SECURITIES Corp | 0.50% | No change | 6,450 | $1.2M |
| Virtus Advisers, LLC | 0.54% | Add +394.8% | 6,413 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +4.5% | 6,413 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.4% | 6,376 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -2.4% | 6,376 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Add +2.9% | 6,376 | $1.1M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 6,350 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 6,350 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +7.5% | 6,329 | $1.1M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.08% | Reduce -8.1% | 6,275 | $1.1M |
| First Trust Direct Indexing L.P. | 0.06% | Add +20.4% | 6,142 | $1.1M |
| Archer Investment Corp | 0.30% | No change | 6,109 | $1.1M |
| Raymond James Trust N.A. | 0.02% | Reduce -5.4% | 6,106 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +11.4% | 6,046 | $1.1M |
| Greenland Capital Management LP | 0.20% | Reduce -77.8% | 6,000 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +12.6% | 5,994 | $1.1M |
| Profund Advisors LLC | 0.04% | Add +81.2% | 5,942 | $1.1M |
| LRT Capital Management, LLC | 0.99% | New | 5,933 | $1.1M |
| Hummer Financial Advisory Services Inc | 0.84% | Add +1.2% | 5,920 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -79.3% | 5,706 | $1.0M |
| Brasada Capital Management, LP | 0.18% | Reduce -7.5% | 5,777 | $1.0M |
| Arkadios Wealth Advisors | 0.06% | Reduce -11.4% | 5,648 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.04% | Add +4.7% | 5,631 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +102.1% | 5,579 | $1.0M |
| Glenmede Trust Co. NA | 0.00% | Add +5.0% | 5,578 | $1.0M |
| Wolverine Trading, LLC | 0.03% | Add +6.5% | 5,472 | $970K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -34.4% | 5,368 | $967K |
| Whalerock Point Partners, LLC | 0.23% | Reduce -29.1% | 5,244 | $945K |
| Acas, LLC | 0.78% | Reduce -0.9% | 5,242 | $945K |
| LJI Wealth Management, LLC | 0.19% | No change | 5,230 | $942K |
| Centiva Capital, LP | 0.04% | New | 5,228 | $942K |
| WASHINGTON TRUST Co | 0.03% | No change | 5,225 | $941K |
| Credit Agricole S A | 0.00% | Reduce -8.4% | 5,216 | $940K |
| Cypress Capital Group | 0.10% | Reduce -2.2% | 5,108 | $920K |
| Choreo, LLC | 0.01% | Reduce -1.2% | 5,157 | $919K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Reduce -6.0% | 5,080 | $915K |
| Wedge Capital Management L L P | 0.02% | Reduce -20.6% | 5,070 | $914K |
| Savant Capital, LLC | 0.01% | Add +2.8% | 5,063 | $912K |
| SMART Wealth LLC | 0.35% | Add +21.4% | 4,945 | $891K |
| Ostrum Asset Management | 0.07% | Add +1.2% | 4,908 | $884K |
| Money Concepts Capital Corp. | 0.07% | Add +3.5% | 4,856 | $875K |
| GTS Securities LLC | 0.02% | New | 4,835 | $871K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Add +177.9% | 4,686 | $844K |
| Curated Wealth Partners LLC | 0.11% | Add +0.4% | 4,668 | $841K |
| Adams Wealth Management | 0.18% | Reduce -9.6% | 4,645 | $837K |
| CacheTech Inc. | 0.18% | Reduce -9.6% | 4,645 | $837K |
| Benjamin Edwards Inc. | 0.01% | Add +168.5% | 4,629 | $835K |
| Ignite Planners, LLC | 0.19% | Reduce -3.4% | 4,584 | $826K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.1% | 4,568 | $823K |
| Atria Investments, Inc | 0.01% | Reduce -40.4% | 4,508 | $812K |
| Versor Investments LP | 0.13% | Reduce -31.9% | 4,499 | $811K |
| Brown Advisory Inc. | 0.00% | Reduce -0.9% | 4,349 | $784K |
| Achmea Investment Management B.V. | 0.01% | No change | 4,346 | $783K |
| McKinley Carter Wealth Services, Inc. | 0.05% | No change | 4,321 | $779K |
| Applied Finance Capital Management, LLC | 0.03% | Reduce -2.9% | 4,275 | $770K |
| Carmel Capital Partners, LLC | 0.30% | Reduce -1.0% | 4,250 | $766K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -7.6% | 4,209 | $758K |
| Lido Advisors, LLC | 0.01% | Add +2.5% | 4,193 | $756K |
| Paladin Wealth, LLC | 0.66% | — | 4,190 | $755K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +23.2% | 4,190 | $755K |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 4,185 | $754K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -61.4% | 4,156 | $749K |
| Visionary Horizons, LLC | 0.49% | No change | 4,095 | $738K |
| Prudential PLC | 0.00% | No change | 3,998 | $720K |
| Assenagon Asset Management S.A. | 0.00% | Add +34.8% | 3,985 | $718K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +19.1% | 3,962 | $714K |
| Empowered Funds, LLC | 0.01% | Add +7.2% | 3,928 | $708K |
| Enterprise Bank & Trust Co | 0.23% | No change | 3,910 | $705K |
| Coldstream Capital Management Inc. | 0.02% | Add +8.9% | 3,905 | $699K |
| CWA Asset Management Group, LLC | 0.04% | — | 3,848 | $693K |
| Dark Forest Capital Management LP | 0.09% | New | 3,832 | $690K |
| Platte River Wealth Advisors, LLC | 0.18% | No change | 3,821 | $689K |
| Buckley Wealth Management, LLC | 0.21% | Add +1.9% | 3,811 | $687K |
| Loudon Investment Management, LLC | 0.37% | No change | 3,790 | $683K |
| Twin Capital Management Inc. | 0.08% | Reduce -29.8% | 3,759 | $677K |
| Cwm, LLC | 0.00% | Reduce -1.2% | 3,721 | $670K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -2.8% | 3,710 | $669K |
| Copley Financial Group, Inc. | 0.60% | — | 3,660 | $659K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 3,629 | $654K |
| Values First Advisors, Inc. | 0.35% | Reduce -0.2% | 3,616 | $652K |
| Mather Group, Llc. | 0.01% | Reduce -5.1% | 3,600 | $649K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 3,610 | $644K |
| Park Avenue Securities LLC | 0.01% | Reduce -5.8% | 3,554 | $640K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 3,550 | $640K |
| Two Sigma Investments, LP | 0.00% | Reduce -5.1% | 3,545 | $639K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -0.0% | 3,374 | $608K |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -8.4% | 3,374 | $608K |
| Gryphon Financial Partners LLC | 0.08% | Add +3.8% | 3,374 | $608K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +0.1% | 3,367 | $607K |
| Simplex Trading, LLC | 0.02% | New | 3,291 | $593K |
| Intrua Financial, LLC | 0.09% | Reduce -9.9% | 3,170 | $571K |
| Praxis Investment Management Inc. | 0.04% | No change | 3,150 | $568K |
| Auxano Advisors, LLC | 0.15% | Add +0.1% | 3,140 | $566K |
| Chesapeake Capital Corp. | 0.51% | Reduce -5.8% | 3,099 | $558K |
| Agf Management Ltd. | 0.00% | Reduce -22.6% | 3,072 | $554K |
| Jump Financial, LLC | 0.01% | Reduce -51.1% | 3,015 | $543K |
| Three Seasons Wealth, LLC | 0.28% | New | 3,000 | $541K |
| Horizon Investments, LLC | 0.01% | Reduce -2.9% | 2,897 | $522K |
| Navellier & Associates Inc. | 0.07% | Reduce -20.5% | 2,877 | $518K |
| Orange Investment Advisors, Inc. | 0.06% | No change | 2,864 | $516K |
| Trust Co. of Toledo NA | 0.07% | Reduce -1.2% | 2,845 | $513K |
| Foster & Motley Inc. | 0.03% | Reduce -5.1% | 2,828 | $510K |
| First Merchants Corp. | 0.02% | No change | 2,818 | $508K |
| Johnson Financial Group, Inc. | 0.02% | New | 2,800 | $505K |
| QRG Capital Management, Inc. | 0.01% | Add +35.6% | 2,769 | $499K |
| HB Wealth Management, LLC | 0.01% | Add +12.2% | 2,745 | $495K |
| GAMMA Investing LLC | 0.05% | Add +32.0% | 2,738 | $493K |
| Prestige Wealth Management Group LLC | 0.10% | Add +2557.3% | 2,737 | $493K |
| Horst & Graben Wealth Management LLC | 0.09% | No change | 2,681 | $483K |
| Group One Trading LLC | 0.02% | Add +2427.4% | 2,679 | $483K |
| Clearstead Advisors, LLC | 0.01% | Add +1.5% | 2,631 | $474K |
| Principal Securities, Inc. | 0.01% | Add +6.1% | 2,605 | $469K |
| Sandhill Capital Partners LLC | 0.03% | No change | 2,588 | $466K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 2,561 | $461K |
| GC Wealth Management RIA, LLC | 0.08% | Add +18.5% | 2,534 | $457K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.4% | 2,526 | $455K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -4.7% | 2,479 | $447K |
| Abn Amro Investment Solutions | 0.01% | Add +13.3% | 2,470 | $445K |
| Equitable Holdings, Inc. | 0.00% | Reduce -9.8% | 2,439 | $439K |
| Delta Capital Management LLC | 0.26% | No change | 2,425 | $437K |
| Legacy Wealth Asset Management, LLC | 0.12% | Add +2.2% | 2,397 | $432K |
| Ascentis Independent Advisors | 0.07% | New | 2,384 | $430K |
| V-Square Quantitative Management LLC | 0.06% | Add +24.0% | 2,364 | $426K |
| Choate Investment Advisors | 0.01% | Add +1.8% | 2,353 | $424K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 2,347 | $423K |
| Glenview Trust Co | 0.01% | No change | 2,340 | $422K |
| PEAK6 Investments LLC | 0.02% | Add +22.4% | 2,298 | $414K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,296 | $414K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 2,286 | $412K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.1% | 2,275 | $410K |
| Householder Group Estate & Retirement Specialist, LLC | 0.12% | Add +0.9% | 2,270 | $409K |
| Siemens Fonds Invest GmbH | 0.03% | No change | 2,252 | $406K |
| Fulton Bank, N.A. | 0.02% | Reduce -35.3% | 2,240 | $404K |
| Blair William & Co. | 0.00% | Add +53.7% | 2,189 | $394K |
| Cigna Investments Inc. | 0.07% | Reduce -1.5% | 2,189 | $394K |
| American Investment Services, Inc. | 0.07% | No change | 2,173 | $392K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -52.5% | 2,169 | $391K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.6% | 2,147 | $387K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,134 | $385K |
| Fiduciary Group, LLC | 0.04% | Reduce -0.3% | 2,082 | $375K |
| Level Four Advisory Services, LLC | 0.02% | Add +2.3% | 2,263 | $370K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,027 | $365K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -1.5% | 2,026 | $365K |
| Cynosure Group, LLC | 0.05% | Reduce -16.6% | 2,011 | $362K |
| Cetera Trust Company, N.A | 0.22% | Reduce -1.2% | 1,996 | $360K |
| NorthRock Partners, LLC | 0.01% | Add +4.5% | 1,989 | $358K |
| Summit Trail Advisors, LLC | 0.01% | Add +23.5% | 1,984 | $358K |
| Bleakley Financial Group, LLC | 0.01% | Add +4.1% | 1,973 | $356K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -12.3% | 1,943 | $350K |
| Greenfield Seitz Capital Management, LLC | 0.13% | No change | 1,942 | $350K |
| Bryant Woods Investment Advisors, LLC | 0.18% | Reduce -64.1% | 1,936 | $349K |
| Meeder Advisory Services, Inc. | 0.02% | Add +22.4% | 1,922 | $346K |
| Optiver Holding B.V. | 0.01% | New | 1,916 | $345K |
| Olde Wealth Management, LLC | 0.12% | New | 1,911 | $344K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -2.1% | 1,796 | $343K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -49.6% | 1,890 | $341K |
| MBB Public Markets I LLC | 0.03% | Reduce -87.5% | 1,890 | $341K |
| Huntington National Bank | 0.00% | Add +5.8% | 1,878 | $338K |
| Greenleaf Trust | 0.00% | Add +1.6% | 1,878 | $338K |
| Clarius Group, LLC | 0.02% | Reduce -3.9% | 1,873 | $336K |
| Tyche Wealth Partners LLC | 0.08% | No change | 1,858 | $335K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 1,852 | $334K |
| Sherbrooke Park Advisers LLC | 0.08% | New | 1,840 | $332K |
| Naples Global Advisors, LLC | 0.03% | No change | 1,840 | $332K |
| Wedmont Private Capital | 0.02% | Add +17.7% | 1,951 | $330K |
| Bailard, Inc. | 0.01% | Add +0.2% | 1,816 | $327K |
| Montecito Bank & Trust | 0.06% | New | 1,808 | $326K |
| Fishman Jay A Ltd. | 0.03% | No change | 1,750 | $315K |
| Beaton Management Co. Inc. | 0.16% | No change | 1,750 | $315K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 1,745 | $314K |
| Logan Capital Management Inc. | 0.01% | No change | 1,730 | $312K |
| Spire Wealth Management | 0.01% | Reduce -2.8% | 1,713 | $309K |
| Renaissance Group LLC | 0.01% | No change | 1,685 | $304K |
| Parsons Capital Management Inc. | 0.02% | No change | 1,677 | $302K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.4% | 1,666 | $300K |
| Stephens Inc. | 0.00% | Reduce -1.8% | 1,661 | $299K |
| Whittier Trust Co. | 0.00% | No change | 1,656 | $298K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -49.9% | 1,655 | $298K |
| CoreCap Advisors, LLC | 0.01% | Reduce -30.8% | 1,650 | $297K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -45.6% | 1,647 | $297K |
| Sigma Planning Corp | 0.01% | Reduce -4.5% | 1,645 | $296K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,642 | $296K |
| LVZ, Inc. | 0.04% | Add +4.1% | 1,639 | $295K |
| Shell Asset Management Co. | 0.01% | — | 1,637 | $295K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -0.6% | 1,618 | $292K |
| First Hawaiian Bank | 0.01% | Reduce -42.5% | 1,616 | $291K |
| Charter Research & Investment Group, Inc. | 0.21% | No change | 1,610 | $290K |
| &partners | 0.01% | New | 1,606 | $289K |
| Curtis Advisory Group, LLC | 0.08% | Reduce -3.0% | 1,603 | $289K |
| Old National Bancorp | 0.01% | Add +10.4% | 1,596 | $288K |
| LVW Advisors, LLC | 0.04% | Reduce -2.5% | 1,592 | $287K |
| Graypoint LLC | 0.02% | Add +4.3% | 1,575 | $284K |
| HM Payson & Co. | 0.00% | Add +948.0% | 1,572 | $283K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.5% | 1,570 | $283K |
| IHT Wealth Management, LLC | 0.01% | New | 1,574 | $282K |
| Sheets Smith Wealth Management | 0.03% | No change | 1,541 | $278K |
| Axxcess Wealth Management, LLC | 0.01% | Add +18.9% | 1,538 | $277K |
| Independent Advisor Alliance | 0.01% | Reduce -4.6% | 1,533 | $276K |
| Fulcrum Capital LLC | 0.06% | New | 1,487 | $268K |
| Ramirez Asset Management, Inc. | 0.05% | No change | 1,483 | $267K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | No change | 1,481 | $267K |
| Stiles Financial Services Inc | 0.09% | No change | 1,481 | $267K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,457 | $263K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.6% | 1,451 | $262K |
| Premier Path Wealth Partners, LLC | 0.04% | New | 1,446 | $261K |
| D.A. Davidson & Co. | 0.00% | New | 1,428 | $257K |
| First Western Trust Bank | 0.01% | No change | 1,410 | $254K |
| Marco Investment Management LLC | 0.02% | No change | 1,390 | $250K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 1,371 | $247K |
| Compound Planning, Inc. | 0.02% | New | 1,363 | $246K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -2.9% | 1,361 | $245K |
| Supplemental Annuity Collective Trust of NJ | 0.07% | No change | 1,350 | $243K |
| Waverly Advisors, LLC | 0.00% | No change | 1,350 | $243K |
| RBF Capital, LLC | 0.01% | No change | 1,342 | $242K |
| Fiduciary Family Office, LLC | 0.08% | Add +2.2% | 1,332 | $240K |
| Gilman Hill Asset Management, LLC | 0.04% | Reduce -1.9% | 1,317 | $237K |
| Element Pointe Advisors, LLC | 0.06% | No change | 1,303 | $235K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -4.8% | 1,291 | $233K |
| Alterna Wealth Management, Inc. | 0.21% | New | 1,289 | $232K |
| Walleye Capital LLC | 0.00% | Reduce -28.4% | 1,280 | $231K |
| Farther Finance Advisors, LLC | 0.01% | Add +39.6% | 1,277 | $230K |
| D'Orazio & Associates, Inc. | 0.03% | New | 1,268 | $228K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.1% | 1,254 | $226K |
| Belpointe Asset Management LLC | 0.01% | New | 1,249 | $225K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,228 | $221K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -11.1% | 1,206 | $217K |
| World Investment Advisors | 0.01% | New | 1,196 | $216K |
| 44 Wealth Management LLC | 0.08% | — | 1,267 | $214K |
| Merit Financial Group, LLC | 0.00% | Reduce -55.7% | 1,188 | $214K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,176 | $212K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,166 | $210K |
| Morningstar Investment Management LLC | 0.02% | New | 1,225 | $210K |
| Ellevest, Inc. | 0.01% | Reduce -19.3% | 1,163 | $210K |
| M&G PLC | 0.00% | New | 1,164 | $210K |
| Koshinski Asset Management, Inc. | 0.02% | New | 1,162 | $209K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,158 | $209K |
| Ewa, LLC | 0.07% | Add +3.0% | 1,275 | $208K |
| Warwick Investment Management, Inc. | 0.05% | New | 1,122 | $202K |
| TD Private Client Wealth LLC | 0.01% | Reduce -55.0% | 1,104 | $199K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +266.7% | 1,100 | $198K |
| Brooklyn Investment Group | 0.06% | New | 1,075 | $194K |
| Tobam | 0.03% | Add +15.1% | 1,031 | $186K |
| Baird Financial Group, Inc. | 0.00% | Reduce -62.0% | 1,016 | $183K |
| TCTC Holdings, LLC | 0.01% | No change | 954 | $172K |
| Arax Advisory Partners | 0.02% | No change | 944 | $170K |
| Bellevue Asset Management, LLC | 0.09% | Add +0.1% | 940 | $169K |
| International Assets Investment Management, LLC | 0.01% | New | 933 | $168K |
| CVA Family Office, LLC | 0.03% | Add +0.4% | 932 | $168K |
| CENTRAL TRUST Co | 0.00% | Add +64.3% | 930 | $168K |
| Salem Investment Counselors Inc. | 0.00% | No change | 911 | $164K |
| Larson Financial Group LLC | 0.01% | Reduce -19.3% | 910 | $164K |
| Jones Financial Companies LLLP | 0.00% | Add +238.5% | 924 | $164K |
| Sentry Investment Management LLC | 0.07% | No change | 906 | $163K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +210.8% | 889 | $160K |
| Signaturefd, LLC | 0.00% | Add +3.9% | 875 | $158K |
| HHM Wealth Advisors, LLC | 0.02% | Add +11.5% | 861 | $155K |
| Covestor Ltd | 0.10% | Reduce -11.8% | 861 | $155K |
| CI Investments Inc. | 0.00% | Reduce -9.3% | 861 | $155K |
| Hilltop National Bank | 0.04% | Reduce -5.6% | 777 | $140K |
| Blue Trust, Inc. | 0.00% | Add +278.1% | 896 | $139K |
| Exchange Traded Concepts, LLC | 0.00% | New | 757 | $136K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.5% | 741 | $134K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.05% | Add +29.8% | 740 | $133K |
| DiNuzzo Private Wealth, Inc. | 0.02% | New | 715 | $129K |
| ESL Trust Services, LLC | 0.03% | Reduce -4.8% | 671 | $121K |
| Cromwell Holdings LLC | 0.08% | No change | 651 | $117K |
| Tompkins Financial Corp. | 0.01% | No change | 650 | $117K |
| Smartleaf Asset Management LLC | 0.01% | Add +169.3% | 641 | $114K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.9% | 600 | $108K |
| Alpine Bank Wealth Management | 0.02% | — | 582 | $105K |
| Muzinich & Co., Inc. | 0.08% | No change | 548 | $99K |
| Rothschild Investment LLC | 0.01% | Add +0.2% | 547 | $99K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.2% | 543 | $98K |
| Manchester Capital Management LLC | 0.01% | No change | 511 | $92K |
| Beacon Capital Management, LLC | 0.01% | Add +2.9% | 503 | $91K |
| Alta Advisers Ltd | 0.04% | No change | 500 | $90K |
| Cornerstone Advisors, LLC | 0.00% | No change | 500 | $90K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.6% | 482 | $87K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -11.5% | 468 | $84K |
| Lindbrook Capital, LLC | 0.01% | Add +11.5% | 455 | $82K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -5.6% | 418 | $75K |
| Global Retirement Partners, LLC | 0.00% | Add +156.0% | 407 | $73K |
| Catalyst Funds Management Pty Ltd | 0.02% | Add +100.0% | 400 | $72K |
| Plato Investment Management Ltd | 0.01% | No change | 399 | $72K |
| Global X Japan Co., Ltd. | 0.01% | Reduce -22.0% | 391 | $70K |
| Mechanics Financial Corp | 0.03% | New | 389 | $70K |
| Capital Analysts, LLC | 0.00% | No change | 365 | $66K |
| Federated Hermes, Inc. | 0.00% | Add +15.0% | 360 | $65K |
| Smithfield Trust Co | 0.00% | Add +7.3% | 353 | $64K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 350 | $63K |
| Westside Investment Management, Inc. | 0.01% | No change | 345 | $62K |
| Continuum Advisory, LLC | 0.01% | Add +68.1% | 311 | $51K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +0.4% | 276 | $50K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -10.3% | 261 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +14.1% | 251 | $45K |
| Davis Capital Management | 0.03% | No change | 245 | $44K |
| Hemington Wealth Management | 0.01% | New | 258 | $42K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 234 | $42K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 212 | $38K |
| NFSG Corp | 0.01% | Add +15.0% | 207 | $37K |
| Dynamic Wealth Strategies, LLC | 0.03% | Add +98.0% | 196 | $35K |
| Ashton Thomas Securities, LLC | 0.01% | New | 184 | $33K |
| Centerpoint Advisors, LLC | 0.01% | Add +1.1% | 177 | $32K |
| Quent Capital, LLC | 0.00% | No change | 173 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 173 | $31K |
| Anchor Investment Management, LLC | 0.00% | No change | 170 | $31K |
| Private Wealth Management Group, LLC | 0.01% | Add +1.2% | 167 | $30K |
| Creekmur Asset Management LLC | 0.01% | No change | 164 | $30K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 157 | $28K |
| DT Investment Partners, LLC | 0.00% | No change | 142 | $26K |
| Quarry LP | 0.01% | Reduce -84.0% | 139 | $25K |
| Bank of New Hampshire | 0.01% | No change | 138 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 136 | $25K |
| Caldwell Trust Co | 0.00% | New | 134 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -80.9% | 118 | $21K |
| Meeder Asset Management Inc. | 0.00% | Add +4.5% | 115 | $21K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +4.6% | 114 | $21K |
| Wiser Advisor Group LLC | 0.03% | No change | 113 | $20K |
| GW&K Investment Management, LLC | 0.00% | Add +11.9% | 113 | $20K |
| Lazard Asset Management LLC | 0.00% | Reduce -84.3% | 111 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -1.0% | 100 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $18K |
| LGT Financial Advisors LLC | 0.04% | No change | 99 | $18K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -25.8% | 98 | $18K |
| MV Capital Management, Inc. | 0.00% | Add +1.1% | 92 | $17K |
| Glen Eagle Advisors, LLC | 0.00% | Add +55.9% | 92 | $17K |
| Private Trust Co. NA | 0.00% | Add +70.4% | 92 | $17K |
| Missouri Trust & Investment Co | 0.01% | No change | 90 | $16K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.3% | 88 | $16K |
| Raleigh Capital Management Inc. | 0.01% | Add +12.5% | 81 | $15K |
| Pittenger & Anderson Inc. | 0.00% | New | 80 | $14K |
| Versant Capital Management, Inc | 0.00% | Add +700.0% | 80 | $14K |
| Tsfg, LLC | 0.00% | No change | 75 | $14K |
| IFP Advisors, Inc | 0.00% | Reduce -25.6% | 67 | $12K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 65 | $12K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 65 | $12K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 64 | $12K |
| Naples Money Management LLC | 0.01% | No change | 62 | $11K |
| Pathway Financial Advisers, LLC | 0.01% | Add +17832.9% | 2,018,884 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 60 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 61 | $11K |
| Thompson Investment Management, Inc. | 0.00% | No change | 59 | $11K |
| LRI Investments, LLC | 0.00% | No change | 64 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.8% | 55 | $10K |
| Gould Capital, LLC | 0.01% | No change | 55 | $10K |
| Northwest Investment Counselors, LLC | 0.00% | New | 53 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 51 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 51 | $9K |
| Byrne Asset Management LLC | 0.01% | No change | 50 | $9K |
| Evolution Advisers, Inc. | 0.00% | No change | 50 | $9K |
| Financial Management Professionals, Inc. | 0.00% | Add +15.8% | 44 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 41 | $7K |
| Red Tortoise LLC | 0.00% | No change | 39 | $7K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.9% | 39 | $7K |
| Avion Wealth | 0.00% | Add +8.1% | 40 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -46.4% | 37 | $7K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 35 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 35 | $6K |
| Avior Wealth Management, LLC | 0.00% | Add +34.6% | 35 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 32 | $6K |
| Abound Wealth Management | 0.00% | No change | 32 | $6K |
| Key Financial Inc | 0.00% | Add +6.9% | 31 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 30 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.7% | 28 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 27 | $5K |
| Trust Co. of Vermont | 0.00% | New | 26 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 26 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 25 | $5K |
| Dunhill Financial, LLC | 0.00% | Add +127.3% | 25 | $4K |
| Gold Investment Management Ltd. | 0.00% | No change | 24 | $4K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -14.8% | 23 | $4K |
| Grove Bank & Trust | 0.00% | New | 23 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 25 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | — | 25 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | New | 22 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 21 | $4K |
| Investors Research Corp | 0.00% | No change | 19 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -5.0% | 19 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -30.8% | 18 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -48.5% | 17 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 17 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 17 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 15 | $3K |
| Sachetta, LLC | 0.00% | No change | 14 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 13 | $2K |
| MCF Advisors LLC | 0.00% | No change | 12 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 12 | $2K |
| Lanark Financial, Inc. | 0.00% | Reduce -81.8% | 12 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 11 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +22.2% | 11 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 9 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 8 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 8 | $1K |
| Baldwin Wealth Partners LLC | 0.00% | New | 8 | $1K |
| Bokf, NA | 0.00% | Add +16.7% | 7 | $1K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 6 | $1K |
| Clean Yield Group | 0.00% | New | 6 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 5 | $901 |
| Riverview Trust Co | 0.00% | New | 4 | $721 |
| Horizon Financial Services, LLC | 0.00% | No change | 4 | $721 |
| JDM Financial Group LLC | 0.00% | New | 4 | $721 |
| Asset Dedication, LLC | 0.00% | No change | 4 | $721 |
| Nvwm, LLC | 0.00% | No change | 3 | $541 |
| Hoey Investments, Inc. | 0.00% | No change | 3 | $467 |
| Colonial Trust Co / SC | 0.00% | New | 2 | $354 |
| Mendota Financial Group, LLC | 0.00% | New | 1 | $181 |
| Planning Capital Management Corp | 0.00% | No change | 1 | $181 |
| Country Trust Bank | 0.00% | No change | 1 | $180 |
| WestEnd Advisors, LLC | 0.00% | New | 1 | $180 |
| Ancora Advisors LLC | 0.00% | New | 1 | $180 |
"% of holder's portfolio" is EXR's weight in each manager's 13F, not the share of Extra Space Storage Inc. the manager owns.