Extra Space StorageEXR
13F holders, Q4 2024 (December 31)782holders +11
60new positions
73sold out
7famous investors
$149.36avg. 13F price*
At the end of Q4 2024, 782 institutions reported holding Extra Space Storage Inc. (EXR) in their 13F filings, up 11 from Q3 2024. 60 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock, Inc. ($3.4B) and Capital World Investors ($3.2B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $281.1M |
| Exits | 73 | $80.7M |
All 13F filers, Q3 2024 → Q4 2024: 8,909,682 shares bought and 12,404,801 shares sold, net −3,495,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 782 holders
| Vanguard Group Inc. | 0.09% | Add +0.2% | 33,673,929 | $5.0B |
| BlackRock, Inc. | 0.07% | Add +1.2% | 22,632,394 | $3.4B |
| Capital World Investors | 0.48% | Reduce -4.8% | 21,075,104 | $3.2B |
| State Street Corp. | 0.08% | Reduce -0.8% | 13,290,945 | $2.0B |
| Cohen & Steers, Inc. | 2.62% | Add +5.9% | 9,246,133 | $1.4B |
| Principal Financial Group Inc. | 0.55% | Reduce -0.2% | 6,699,856 | $1.0B |
| Norges Bank | 0.12% | Reduce -4.2% | 6,274,377 | $938.6M |
| Geode Capital Management, LLC | 0.07% | Reduce -0.4% | 5,627,253 | $839.8M |
| Capital International Investors | 0.10% | Add +0.2% | 3,665,961 | $548.4M |
| Dimensional Fund Advisors LP | 0.11% | Add +0.8% | 3,136,640 | $469.2M |
| Massachusetts Financial Services Co. | 0.14% | Add +3.5% | 3,064,970 | $458.5M |
| Northern Trust Corp. | 0.06% | Add +48.7% | 2,875,049 | $430.1M |
| Invesco Ltd. | 0.07% | Add +3.5% | 2,575,742 | $385.3M |
| APG Asset Management US Inc. | 2.88% | Reduce -1.8% | 2,533,561 | $379.0M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +1.8% | 2,409,330 | $360.4M |
| Centersquare Investment Management LLC | 3.78% | Reduce -4.5% | 2,392,766 | $358.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.44% | Reduce -22.9% | 2,172,685 | $325.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +8.1% | 2,143,047 | $320.6M |
| Daiwa Securities Group Inc. | 1.43% | Add +5.3% | 2,127,067 | $318.2M |
| Legal & General Group Plc | 0.08% | Reduce -11.2% | 2,073,318 | $310.2M |
| Morgan Stanley | 0.02% | Reduce -6.0% | 1,879,413 | $281.2M |
| Nuveen Asset Management, LLC | 0.07% | Reduce -1.9% | 1,681,928 | $251.6M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -20.9% | 1,674,475 | $250.5M |
| First Eagle Investment Management, LLC | 0.55% | Reduce -0.1% | 1,628,941 | $243.7M |
| Boston Partners | 0.27% | Add +5.9% | 1,466,816 | $219.4M |
| Prudential Financial Inc. | 0.30% | Add +28.5% | 1,442,852 | $215.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -0.1% | 1,414,376 | $211.6M |
| Canada Pension Plan Investment Board | 0.19% | Reduce -4.7% | 1,340,999 | $200.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -34.1% | 1,339,290 | $200.4M |
| PGGM Investments | 2.62% | No change | 1,315,485 | $196.8M |
| CBRE Investment Management Listed Real Assets LLC | 2.90% | Add +91.3% | 1,089,753 | $163.0M |
| FMR LLC | 0.01% | Reduce -47.0% | 1,076,928 | $161.1M |
| Hamlin Capital Management, LLC | 3.15% | Add +11.1% | 850,800 | $127.3M |
| Amundi | 0.04% | Add +82.0% | 828,644 | $122.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Add +1.0% | 806,509 | $120.7M |
| Manning & Napier Advisors LLC | 1.34% | Add +1127.2% | 781,986 | $117.0M |
| Balyasny Asset Management L.P. | 0.25% | New | 718,270 | $107.5M |
| HSBC Holdings PLC | 0.06% | Reduce -6.1% | 657,233 | $98.2M |
| Deutsche Bank AG | 0.04% | Add +9.8% | 603,143 | $90.2M |
| Swiss National Bank | 0.06% | Reduce -4.7% | 598,627 | $89.6M |
| Bank of America Corp. | 0.01% | Reduce -20.8% | 560,613 | $83.9M |
| Russell Investments Group, Ltd. | 0.11% | Reduce -21.8% | 542,315 | $81.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.8% | 562,697 | $79.3M |
| UBS Group AG | 0.02% | Reduce -15.6% | 519,509 | $77.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.15% | — | 501,227 | $75.0M |
| Pictet Asset Management Holding SA | 0.08% | Add +0.8% | 500,293 | $74.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +10.1% | 482,162 | $72.8M |
| Macquarie Group Ltd. | 0.08% | Add +0.5% | 467,143 | $68.5M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -1.9% | 452,959 | $67.8M |
| Citadel Advisors | 0.06% | Add +561.5% | 449,844 | $67.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -8.6% | 437,491 | $65.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -39.4% | 426,651 | $63.8M |
| Capital Research Global Investors | 0.01% | Reduce -67.7% | 424,433 | $63.5M |
| Rhumbline Advisers | 0.06% | Reduce -0.8% | 423,184 | $63.3M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +1.5% | 417,651 | $62.5M |
| Sei Investments Co. | 0.08% | Reduce -21.3% | 414,822 | $62.1M |
| California Public Employees Retirement System | 0.04% | Reduce -2.6% | 407,145 | $60.9M |
| STRS Ohio | 0.23% | Add +4.0% | 395,596 | $59.2M |
| Asset Management One Co., Ltd. | 0.20% | Add +3.1% | 399,138 | $59.1M |
| Public Employees Retirement System of Ohio | 0.19% | Reduce -1.7% | 373,869 | $55.9M |
| Barclays PLC | 0.03% | Reduce -12.7% | 373,213 | $55.8M |
| Royal Bank of Canada | 0.01% | Add +55.0% | 352,494 | $52.7M |
| BNP Paribas Financial Markets | 0.04% | Add +1.2% | 346,102 | $51.8M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +4.7% | 343,370 | $51.4M |
| Wells Fargo & Company | 0.01% | Reduce -2.4% | 335,837 | $50.2M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.1% | 334,179 | $50.0M |
| California State Teachers Retirement System | 0.06% | Reduce -5.5% | 325,103 | $48.6M |
| National Pension Service | 0.04% | Reduce -5.8% | 314,349 | $47.0M |
| Ensign Peak Advisors, Inc | 0.08% | Add +1.9% | 310,496 | $46.5M |
| Heitman Real Estate Securities LLC | 2.98% | Reduce -31.9% | 309,349 | $46.3M |
| Raymond James Financial Inc. | 0.02% | — | 308,290 | $46.1M |
| Donaldson Capital Management, LLC | 1.64% | Add +3.5% | 287,956 | $43.1M |
| Gillson Capital LP | 3.84% | Add +22.5% | 284,599 | $42.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.6% | 266,879 | $39.9M |
| Resolution Capital Ltd | 0.68% | New | 251,200 | $37.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.22% | Add +2.2% | 242,586 | $36.3M |
| Lasalle Investment Management Securities LLC | 1.51% | Reduce -0.3% | 239,044 | $35.8M |
| Worldquant Millennium Advisors LLC | 0.22% | Add +125.5% | 230,307 | $34.5M |
| State of New Jersey Common Pension Fund D | 0.14% | Reduce -0.9% | 227,286 | $34.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +205.0% | 219,625 | $32.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.78% | Add +63.1% | 217,330 | $32.5M |
| State Board of Administration of Florida Retirement System | 0.06% | Reduce -1.9% | 205,274 | $30.7M |
| Gradient Investments LLC | 0.60% | Add +5.6% | 199,393 | $29.8M |
| Brookfield Corp | 0.18% | Add +7.8% | 198,607 | $29.7M |
| Neuberger Berman Group LLC | 0.02% | Reduce -36.1% | 193,018 | $28.9M |
| Swedbank AB | 0.03% | Reduce -23.2% | 186,708 | $27.9M |
| New York State Teachers Retirement System | 0.06% | Reduce -2.6% | 185,265 | $27.7M |
| SG Americas Securities, LLC | 0.12% | Add +763.4% | 181,513 | $27.2M |
| Silvercrest Asset Management Group LLC | 0.18% | Reduce -2.2% | 178,689 | $26.7M |
| AXA S.A. | 0.08% | Reduce -28.8% | 178,689 | $26.7M |
| Bank of Montreal | 0.01% | Reduce -2.2% | 176,248 | $26.4M |
| Allianz Asset Management GmbH | 0.04% | Add +0.7% | 168,623 | $25.2M |
| Retirement Systems of Alabama | 0.09% | Add +0.4% | 168,459 | $25.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +27.9% | 168,338 | $25.2M |
| Pacer Advisors, Inc. | 0.06% | Add +134.3% | 167,735 | $25.1M |
| AQR Capital Management | 0.03% | Add +302.3% | 167,706 | $24.8M |
| ExodusPoint Capital Management, LP | 0.26% | Add +9.4% | 165,496 | $24.8M |
| Cibc World Markets Corp. | 0.15% | Reduce -15.2% | 165,182 | $24.7M |
| Uniplan Investment Counsel, Inc. | 2.35% | Reduce -2.1% | 164,643 | $24.6M |
| Victory Capital Management Inc. | 0.02% | Reduce -1.7% | 164,344 | $24.6M |
| Ceredex Value Advisors LLC | 0.49% | Add +12.7% | 160,750 | $24.0M |
| KBC Group NV | 0.06% | Reduce -1.1% | 156,643 | $23.4M |
| Focus Partners Wealth | 0.06% | Add +402.4% | 156,017 | $23.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.23% | Reduce -2.7% | 154,395 | $23.1M |
| Aberdeen Group plc | 0.04% | Add +1.5% | 155,288 | $23.0M |
| American Century Companies Inc. | 0.01% | Reduce -41.8% | 153,772 | $23.0M |
| Woodline Partners LP | 0.15% | New | 151,413 | $22.7M |
| Citigroup Inc. | 0.02% | Add +5.3% | 149,965 | $22.4M |
| Franklin Resources Inc. | 0.01% | Reduce -5.9% | 149,830 | $22.4M |
| Aew Capital Management L P | 1.08% | Reduce -74.3% | 149,379 | $22.3M |
| Tudor Investment Corporation | 0.23% | Reduce -38.5% | 147,107 | $22.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -29.3% | 144,993 | $21.7M |
| Public Sector Pension Investment Board | 0.09% | Add +280.4% | 140,533 | $21.0M |
| APG Asset Management N.V. | 0.06% | New | 143,492 | $20.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.08% | — | 135,808 | $20.3M |
| Handelsbanken Fonder AB | 0.08% | Add +33.9% | 134,185 | $20.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -9.4% | 133,235 | $19.9M |
| Millennium Management | 0.02% | Reduce -68.4% | 130,866 | $19.6M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -2.4% | 128,618 | $19.2M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 128,100 | $19.2M |
| Vaughan Nelson Investment Management, L.P. | 0.18% | Reduce -57.3% | 127,550 | $19.1M |
| Argent Capital Management LLC | 0.53% | Reduce -2.0% | 125,916 | $18.8M |
| State of Alaska, Department of Revenue | 0.21% | Add +0.6% | 125,233 | $18.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -4.3% | 122,731 | $18.4M |
| Korea Investment CORP | 0.04% | Add +4.4% | 121,796 | $18.2M |
| Cibc World Market Inc. | 0.04% | Add +6.1% | 120,834 | $18.1M |
| National Bank of Canada | 0.02% | Reduce -47.4% | 118,871 | $17.8M |
| Employees Retirement System of Texas | 0.18% | Add +29.4% | 118,745 | $17.8M |
| Resona Asset Management Co.,Ltd. | 0.10% | Add +0.8% | 119,297 | $17.7M |
| State of Wisconsin Investment Board | 0.05% | Reduce -7.7% | 116,776 | $17.5M |
| Toronto Dominion Bank | 0.03% | Reduce -32.3% | 113,410 | $17.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +36.7% | 113,117 | $16.9M |
| Bowen Hanes & Co. Inc. | 0.45% | No change | 111,750 | $16.7M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 114,837 | $16.7M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -2.1% | 111,240 | $16.6M |
| LPL Financial LLC | 0.01% | Add +6.0% | 110,870 | $16.6M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -2.6% | 108,253 | $16.2M |
| Susquehanna International Group, LLP | 0.02% | Add +95.3% | 106,285 | $15.9M |
| Danske Bank A/S | 0.05% | Add +14.2% | 104,750 | $15.7M |
| Nisa Investment Advisors, LLC | 0.06% | Reduce -5.3% | 104,054 | $15.6M |
| Capital International, Inc. | 0.18% | Add +31.8% | 101,949 | $15.3M |
| TD Asset Management Inc | 0.01% | Add +0.3% | 99,346 | $14.9M |
| Van Eck Associates Corp. | 0.02% | Reduce -0.5% | 96,131 | $14.4M |
| Susquehanna Fundamental Investments, LLC | 0.24% | — | 95,058 | $14.2M |
| Treasurer of the State of North Carolina | 0.06% | Add +0.5% | 94,458 | $14.1M |
| Vert Asset Management LLC | 4.79% | Add +8.0% | 93,473 | $14.0M |
| Wellington Management Group LLP | 0.00% | Reduce -84.6% | 92,391 | $13.8M |
| IFM Investors Pty Ltd | 0.13% | Reduce -4.3% | 86,926 | $13.0M |
| First Trust Advisors LP | 0.01% | Add +110.1% | 86,826 | $13.0M |
| Royal London Asset Management Ltd. | 0.03% | Add +0.8% | 86,727 | $13.0M |
| Stifel Financial Corp. | 0.01% | Reduce -37.5% | 85,808 | $12.8M |
| Storebrand Asset Management As | 0.04% | Add +3.9% | 82,835 | $12.4M |
| Gateway Investment Advisers LLC | 0.14% | Reduce -19.2% | 81,227 | $12.2M |
| New Age Alpha Advisors, LLC | 0.48% | New | 80,030 | $12.0M |
| Twinbeech Capital LP | 0.20% | Add +70.8% | 79,925 | $12.0M |
| UniSuper Management Pty Ltd | 0.08% | Add +6.4% | 78,625 | $11.8M |
| Natixis | 0.08% | New | 76,879 | $11.5M |
| Gotham Asset Management | 0.10% | Reduce -1.0% | 73,396 | $11.0M |
| KLP Kapitalforvaltning As | 0.05% | — | 71,880 | $10.8M |
| Verition Fund Management LLC | 0.06% | Add +585.5% | 71,550 | $10.7M |
| Guggenheim Capital LLC | 0.09% | Reduce -47.8% | 69,842 | $10.4M |
| Natixis Advisors, LLC | 0.02% | Reduce -36.0% | 69,562 | $10.4M |
| Marshall Wace, LLP | 0.01% | Reduce -42.6% | 69,287 | $10.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.29% | Add +35.3% | 68,183 | $10.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.10% | Add +5.2% | 67,196 | $10.1M |
| Lighthouse Investment Partners, LLC | 0.38% | New | 65,000 | $9.7M |
| MetLife Investment Management, LLC | 0.05% | Add +1.3% | 62,279 | $9.3M |
| Davis Selected Advisers | 0.05% | Reduce -0.7% | 61,085 | $9.1M |
| Voya Investment Management LLC | 0.01% | Reduce -7.2% | 60,962 | $9.1M |
| Arizona State Retirement System | 0.06% | Reduce -0.9% | 60,171 | $9.0M |
| Fisher Asset Management | 0.00% | Add +0.3% | 59,437 | $8.9M |
| CHURCHILL MANAGEMENT Corp | 0.10% | Add +4.6% | 58,249 | $8.7M |
| State of Michigan Retirement System | 0.04% | Reduce -0.2% | 57,579 | $8.6M |
| Teacher Retirement System of Texas | 0.03% | Add +84.2% | 57,197 | $8.6M |
| Corebridge Financial, Inc. | 0.05% | Reduce -1.5% | 55,736 | $8.3M |
| Credit Agricole S A | 0.03% | Add +961.4% | 55,361 | $8.3M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +2.0% | 55,852 | $8.3M |
| Schroder Investment Management Group | 0.01% | Add +21.0% | 55,887 | $8.2M |
| Chilton Capital Management LLC | 0.30% | Reduce -44.8% | 47,152 | $7.1M |
| 1832 Asset Management L.P. | 0.01% | New | 46,711 | $7.0M |
| Czech National Bank | 0.06% | Add +6.5% | 45,963 | $6.9M |
| GSI Capital Advisors LLC | 3.62% | Reduce -0.0% | 45,802 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Add +2.5% | 45,550 | $6.8M |
| Westpac Banking Corp. | 0.45% | Reduce -12.1% | 45,516 | $6.8M |
| American Assets Capital Advisers, LLC | 2.20% | No change | 44,079 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +1.7% | 44,014 | $6.6M |
| Wealthfront Advisers LLC | 0.02% | Reduce -3.7% | 43,432 | $6.5M |
| USS Investment Management Ltd | 0.05% | Reduce -22.2% | 42,946 | $6.4M |
| Andra AP-fonden | 0.10% | Add +202.8% | 42,700 | $6.4M |
| Forsta Ap-Fonden | 0.05% | Add +0.9% | 42,700 | $6.4M |
| Caisse de depot et placement du Quebec | 0.01% | No change | 41,964 | $6.3M |
| Capital Fund Management S.A. | 0.06% | New | 41,740 | $6.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -0.6% | 42,074 | $6.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +8.2% | 40,956 | $6.1M |
| Amalgamated Bank | 0.05% | Reduce -2.3% | 40,535 | $6.1M |
| M&T Bank Corp | 0.02% | Reduce -11.4% | 38,984 | $5.8M |
| Jacobsen Capital Management | 2.47% | Add +0.0% | 38,842 | $5.8M |
| ProShare Advisors LLC | 0.01% | Add +7.3% | 38,609 | $5.8M |
| Adelante Capital Management LLC | 0.38% | Add +5.4% | 291,112 | $5.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 38,000 | $5.7M |
| Captrust Financial Advisors | 0.02% | Add +0.5% | 37,489 | $5.6M |
| DNB Asset Management AS | 0.02% | Add +0.4% | 36,145 | $5.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -35.2% | 35,925 | $5.4M |
| Duff & Phelps Investment Management Co. | 0.06% | No change | 35,503 | $5.3M |
| Utah Retirement Systems | 0.06% | No change | 34,620 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +4.6% | 34,583 | $5.1M |
| Yousif Capital Management, LLC | 0.05% | Reduce -4.2% | 33,220 | $5.0M |
| CIBC Asset Management Inc | 0.02% | Add +4.5% | 32,279 | $4.8M |
| Allstate Corp. | 0.14% | Add +212.2% | 31,629 | $4.7M |
| Nomura Holdings Inc. | 0.03% | New | 31,592 | $4.7M |
| New York Life Investment Management LLC | 0.05% | Add +1.1% | 31,547 | $4.7M |
| Metis Global Partners, LLC | 0.14% | Add +5.2% | 31,402 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | — | 30,354 | $4.5M |
| Xponance LLC | 0.04% | Add +1.9% | 30,103 | $4.5M |
| FIL Ltd | 0.00% | Add +21.0% | 29,884 | $4.5M |
| Sterling Capital Management LLC | 0.06% | Add +16.9% | 29,816 | $4.5M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -3.5% | 29,241 | $4.4M |
| Public Employees Retirement Association of Colorado | 0.02% | Reduce -1.9% | 28,820 | $4.3M |
| Liberty One Investment Management, LLC | 0.46% | Add +8.1% | 28,387 | $4.2M |
| Quantinno Capital Management LP | 0.04% | Add +3.9% | 28,363 | $4.2M |
| US Bancorp \de | 0.01% | Add +1.1% | 28,237 | $4.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.26% | Reduce -0.4% | 27,983 | $4.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -7.4% | 27,895 | $4.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.5% | 27,803 | $4.2M |
| Alta Capital Management LLC/ | 0.24% | Add +9.0% | 27,102 | $4.1M |
| ING Groep NV | 0.03% | New | 27,075 | $4.1M |
| Bank of Nova Scotia | 0.01% | Reduce -0.3% | 27,028 | $4.0M |
| Bell Bank | 0.27% | No change | 24,375 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +556.1% | 23,686 | $3.5M |
| Engineers Gate Manager LP | 0.06% | Add +85.5% | 22,515 | $3.4M |
| Mattson Financial Services, LLC | 1.03% | Add +74.4% | 18,044 | $3.3M |
| Texas Yale Capital Corp. | 0.13% | Add +0.2% | 21,682 | $3.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -2.1% | 21,824 | $3.2M |
| Elo Mutual Pension Insurance Co | 0.07% | Add +14.2% | 21,351 | $3.2M |
| Castellan Group | 1.37% | Reduce -8.4% | 21,185 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.6% | 21,137 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 21,062 | $3.2M |
| Diversify Wealth Management, LLC | 0.24% | Reduce -2.0% | 21,234 | $3.1M |
| Inspire Investing, LLC | 0.34% | Reduce -1.1% | 20,580 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.4% | 20,548 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +7.1% | 19,790 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.1% | 20,304 | $3.0M |
| Mizuho Securities USA LLC | 0.05% | Add +46.2% | 20,091 | $3.0M |
| Bessemer Group Inc. | 0.00% | Reduce -1.3% | 20,045 | $3.0M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +0.2% | 19,108 | $2.9M |
| Brentview Investment Management LLC | 1.62% | — | 19,063 | $2.9M |
| Norinchukin Bank, The | 0.06% | Add +3.1% | 18,845 | $2.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.58% | Add +3.8% | 18,819 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -3.0% | 18,463 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -2.1% | 18,439 | $2.8M |
| Mackenzie Financial Corp. | 0.00% | Add +0.5% | 18,363 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.4% | 18,160 | $2.7M |
| Pensionfund PDN | 1.66% | Reduce -18.3% | 17,840 | $2.7M |
| Vanderbilt University | 0.51% | Add +1.3% | 17,528 | $2.6M |
| Shelton Capital Management | 0.06% | Add +2.1% | 17,300 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +8.1% | 15,589 | $2.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.31% | Reduce -5.1% | 16,866 | $2.5M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -1.0% | 16,523 | $2.5M |
| Nordea Investment Management AB | 0.00% | Add +7.0% | 16,577 | $2.5M |
| Landscape Capital Management, L.L.C. | 0.26% | Reduce -21.1% | 16,391 | $2.5M |
| Point72 Asset Management | 0.01% | New | 16,107 | $2.4M |
| Hamilton Capital Partners Inc. | 0.18% | Add +43.9% | 16,107 | $2.4M |
| Creative Planning | 0.00% | Add +14.3% | 15,742 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -7.8% | 15,685 | $2.3M |
| Commerce Bank | 0.01% | Add +1.1% | 15,677 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +36.5% | 15,629 | $2.3M |
| Intact Investment Management Inc. | 0.08% | No change | 15,600 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -10.8% | 15,255 | $2.3M |
| DoubleLine ETF Adviser LP | 0.62% | Add +0.9% | 15,251 | $2.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +3.2% | 15,209 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | Add +2.4% | 15,043 | $2.3M |
| Holocene Advisors, LP | 0.01% | Add +99.5% | 15,023 | $2.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.3% | 15,078 | $2.2M |
| LRT Capital Management, LLC | 1.73% | Add +148.8% | 14,762 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -1.2% | 14,654 | $2.2M |
| Kentucky Retirement Systems | 0.06% | Reduce -1.4% | 14,564 | $2.2M |
| Candriam S.C.A. | 0.01% | Add +9.3% | 14,507 | $2.2M |
| Vident Advisory, LLC | 0.04% | Add +56.6% | 14,254 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.7% | 16,771 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -6.5% | 13,879 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +6.1% | 13,825 | $2.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 13,700 | $2.0M |
| Naviter Wealth, LLC | 0.24% | Add +15.1% | 13,563 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 13,512 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +21.0% | 13,332 | $2.0M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.9% | 13,105 | $2.0M |
| Spirit of America Management Corp. | 0.40% | Reduce -14.4% | 13,080 | $2.0M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -8.6% | 12,693 | $1.9M |
| RD Lewis Holdings, Inc. | 2.08% | — | 12,134 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +33.0% | 12,555 | $1.9M |
| Graham Capital Management, L.P. | 0.09% | New | 12,379 | $1.9M |
| Paralel Advisors LLC | 0.08% | No change | 12,350 | $1.8M |
| Taylor Frigon Capital Management LLC | 0.92% | Reduce -2.4% | 12,155 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Add +112.1% | 12,101 | $1.8M |
| Tran Capital Management, L.P. | 0.20% | No change | 11,910 | $1.8M |
| Man Group plc | 0.01% | Reduce -33.4% | 11,748 | $1.8M |
| Modern Wealth Management, LLC | 0.06% | Reduce -2.0% | 11,407 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.2% | 11,400 | $1.7M |
| Securian Asset Management, Inc. | 0.05% | Reduce -1.9% | 11,392 | $1.7M |
| Keybank National Association | 0.01% | Reduce -3.4% | 11,305 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -18.0% | 11,273 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.8% | 11,269 | $1.7M |
| Pathway Financial Advisers, LLC | 0.56% | Reduce -99.4% | 11,250 | $1.7M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -6.5% | 11,167 | $1.7M |
| Physician Wealth Advisors, Inc. | 0.28% | Reduce -1.1% | 11,117 | $1.7M |
| Vestcor Inc | 0.06% | Reduce -62.3% | 11,082 | $1.7M |
| Azzad Asset Management Inc. | 0.32% | Add +4.0% | 11,016 | $1.6M |
| NEOS Investment Management LLC | 0.04% | Add +29.4% | 10,926 | $1.6M |
| Greenland Capital Management LP | 0.33% | Add +80.3% | 10,816 | $1.6M |
| Lake Street Advisors Group, LLC | 0.07% | Add +159.1% | 10,768 | $1.6M |
| Swiss Life Asset Management Ltd | 0.01% | Add +30.4% | 10,784 | $1.6M |
| Matrix Trust Co | 0.28% | Add +7.1% | 10,764 | $1.6M |
| Capital International Sarl | 0.04% | Add +22.5% | 10,709 | $1.6M |
| Ossiam | 0.03% | Add +20.6% | 10,666 | $1.6M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -0.2% | 10,537 | $1.6M |
| E. Ohman J:or Asset Management AB | 0.04% | Add +23.5% | 10,500 | $1.6M |
| Presima Securities ULC | 0.39% | No change | 10,481 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +4.2% | 10,382 | $1.6M |
| Fulton Breakefield Broenniman LLC | 0.11% | Reduce -3.8% | 10,127 | $1.5M |
| Tidal Investments LLC | 0.01% | Reduce -20.0% | 10,115 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -2.9% | 10,100 | $1.5M |
| Clearbridge Investments, LLC | 0.00% | No change | 10,095 | $1.5M |
| Winmill & Co. Inc. | 0.49% | No change | 10,027 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +13.8% | 9,988 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +20.5% | 9,960 | $1.5M |
| Brown Financial Advisors | 0.58% | Add +5.8% | 9,666 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +59.1% | 9,622 | $1.4M |
| Courier Capital LLC | 0.10% | Reduce -3.1% | 9,571 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | No change | 9,546 | $1.4M |
| Investment Management Corp of Ontario | 0.05% | Add +37.0% | 9,543 | $1.4M |
| Allianz SE | 0.04% | No change | 9,610 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +22.6% | 9,438 | $1.4M |
| Fifth Third Bancorp | 0.01% | Reduce -2.9% | 9,438 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +14.0% | 9,269 | $1.4M |
| Erste Asset Management GmbH | 0.02% | No change | 9,200 | $1.4M |
| Pensionfund Sabic | 0.36% | No change | 9,055 | $1.4M |
| McDonough Capital Management, Inc | 0.83% | Add +7.7% | 8,983 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.5% | 8,953 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +112.8% | 8,924 | $1.3M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +20.3% | 8,852 | $1.3M |
| Capital Management Corp. | 0.24% | No change | 8,850 | $1.3M |
| J. W. Coons Advisors, LLC | 0.34% | Reduce -0.6% | 8,834 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +63.5% | 8,778 | $1.3M |
| Hancock Whitney Corp. | 0.04% | Reduce -44.6% | 8,670 | $1.3M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +9.1% | 8,499 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -95.3% | 8,475 | $1.3M |
| Versor Investments LP | 0.22% | Add +85.4% | 8,343 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.19% | Reduce -9.1% | 8,158 | $1.2M |
| Capital Square, LLC | 0.70% | Add +0.5% | 8,150 | $1.2M |
| Quadrature Capital Ltd | 0.02% | New | 8,260 | $1.2M |
| Cascade Investment Group, Inc. | 0.86% | Reduce -2.5% | 8,044 | $1.2M |
| Howard Capital Management, LLC | 0.02% | Add +0.8% | 8,028 | $1.2M |
| Aviva PLC | 0.00% | Reduce -0.2% | 7,979 | $1.2M |
| Virtus Advisers, LLC | 0.48% | Add +22.4% | 7,851 | $1.2M |
| Sophron Capital Management L.P. | 0.46% | — | 7,721 | $1.2M |
| Gallacher Capital Management LLC | 0.57% | Reduce -8.5% | 7,714 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Add +14.4% | 7,614 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -1.6% | 7,587 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +3.9% | 7,574 | $1.1M |
| Achmea Investment Management B.V. | 0.02% | Add +72.1% | 7,480 | $1.1M |
| Crestline Management, L.P. | 0.04% | New | 7,400 | $1.1M |
| Pallas Capital Advisors LLC | 0.05% | Add +0.7% | 7,377 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.4% | 7,360 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +15.4% | 7,360 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -5.3% | 7,340 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.9% | 7,315 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -53.2% | 7,280 | $1.1M |
| MADDEN SECURITIES Corp | 0.43% | Add +12.1% | 7,230 | $1.1M |
| Hartline Investment Corp./ | 0.12% | Reduce -0.8% | 6,924 | $1.0M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +7.5% | 6,852 | $1.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 6,731 | $1.0M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -26.1% | 6,653 | $995K |
| Dark Forest Capital Management LP | 0.14% | Add +71.1% | 6,558 | $981K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -2.3% | 6,408 | $959K |
| Brasada Capital Management, LP | 0.17% | Add +12.5% | 6,499 | $958K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 6,350 | $950K |
| Assetmark, Inc. | 0.00% | Reduce -1.3% | 6,328 | $947K |
| Kestra Advisory Services, LLC | 0.01% | Add +282.3% | 6,296 | $942K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +10.6% | 6,227 | $932K |
| Arkadios Wealth Advisors | 0.05% | Add +9.4% | 6,182 | $925K |
| MML Investors Services, LLC | 0.00% | Add +2.6% | 6,151 | $920K |
| Archer Investment Corp | 0.24% | No change | 6,109 | $914K |
| Capstone Investment Advisors, LLC | 0.01% | Add +77.8% | 5,999 | $897K |
| Hummer Financial Advisory Services Inc | 0.70% | No change | 5,920 | $886K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.3% | 5,733 | $858K |
| Wolverine Trading, LLC | 0.02% | Add +4.0% | 5,691 | $838K |
| Adams Wealth Management | 0.16% | Add +20.1% | 5,581 | $834K |
| CacheTech Inc. | 0.16% | Add +20.1% | 5,581 | $834K |
| Penserra Capital Management LLC | 0.02% | Reduce -59.9% | 5,533 | $826K |
| Ofi Invest Asset Management | 0.02% | — | 5,624 | $813K |
| Acas, LLC | 0.60% | Reduce -0.7% | 5,206 | $807K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +5.7% | 5,370 | $803K |
| Whalerock Point Partners, LLC | 0.19% | No change | 5,244 | $785K |
| LJI Wealth Management, LLC | 0.15% | No change | 5,230 | $782K |
| WASHINGTON TRUST Co | 0.03% | No change | 5,225 | $782K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -32.9% | 5,205 | $778K |
| Savant Capital, LLC | 0.01% | Add +1.9% | 5,157 | $771K |
| Regions Financial Corp. | 0.01% | Reduce -18.7% | 5,147 | $770K |
| Wedge Capital Management L L P | 0.01% | Add +1.3% | 5,138 | $769K |
| Machina Capital S.A.S. | 0.32% | Reduce -33.6% | 5,117 | $766K |
| Anson Funds Management LP | 0.10% | New | 5,116 | $765K |
| Aviso Financial Inc. | 0.04% | New | 5,066 | $758K |
| Money Concepts Capital Corp. | 0.06% | Add +4.3% | 5,065 | $758K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +19.3% | 5,000 | $748K |
| Glenmede Trust Co. NA | 0.00% | Reduce -10.7% | 4,979 | $745K |
| Boothbay Fund Management, LLC | 0.02% | New | 4,964 | $743K |
| Cwm, LLC | 0.00% | Add +33.0% | 4,950 | $740K |
| Curated Wealth Partners LLC | 0.08% | Add +3.6% | 4,838 | $724K |
| Ignite Planners, LLC | 0.16% | Add +4.0% | 4,765 | $720K |
| Ameritas Advisory Services, LLC | 0.02% | New | 4,790 | $717K |
| Apollon Wealth Management, LLC | 0.02% | Add +12.8% | 4,747 | $710K |
| Ostrum Asset Management | 0.06% | Reduce -4.0% | 4,713 | $705K |
| Bridgefront Capital, LLC | 0.24% | New | 4,702 | $703K |
| Paladin Wealth, LLC | 0.61% | Add +11.9% | 4,690 | $702K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 4,686 | $701K |
| Benjamin Edwards Inc. | 0.01% | Add +0.3% | 4,641 | $695K |
| Panagora Asset Management Inc. | 0.00% | Reduce -50.3% | 4,469 | $669K |
| Ethic Inc. | 0.01% | Reduce -76.0% | 4,434 | $663K |
| Carmel Capital Partners, LLC | 0.27% | Add +4.0% | 4,420 | $661K |
| Atria Investments, Inc | 0.01% | Reduce -2.3% | 4,405 | $659K |
| Illinois Municipal Retirement Fund | 0.01% | New | 4,360 | $652K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 4,354 | $651K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 4,321 | $646K |
| Park Avenue Securities LLC | 0.01% | Add +20.2% | 4,273 | $639K |
| Empowered Funds, LLC | 0.01% | Add +8.2% | 4,251 | $636K |
| Allworth Financial LP | 0.00% | Reduce -4.2% | 4,009 | $602K |
| Prudential PLC | 0.00% | No change | 3,998 | $598K |
| Visionary Horizons, LLC | 0.39% | Reduce -3.7% | 3,945 | $590K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.9% | 3,934 | $589K |
| Enterprise Bank & Trust Co | 0.19% | Add +0.1% | 3,912 | $585K |
| Buckley Wealth Management, LLC | 0.18% | Add +2.6% | 3,910 | $585K |
| Navellier & Associates Inc. | 0.07% | Add +34.0% | 3,856 | $577K |
| GF Fund Management Co. LTD. | 0.01% | — | 3,851 | $576K |
| Bayesian Capital Management, LP | 0.07% | New | 3,813 | $570K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -1.3% | 3,800 | $568K |
| Nebula Research & Development LLC | 0.07% | Reduce -49.1% | 3,792 | $567K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.1% | 3,784 | $566K |
| Cypress Capital Group | 0.07% | Reduce -26.1% | 3,777 | $565K |
| Blueshift Asset Management, LLC | 0.21% | New | 3,763 | $563K |
| Lecap Asset Management Ltd. | 0.15% | New | 3,762 | $563K |
| Agf Management Ltd. | 0.00% | Add +22.4% | 3,760 | $562K |
| Values First Advisors, Inc. | 0.31% | Add +3.0% | 3,726 | $557K |
| Twin Capital Management Inc. | 0.06% | Reduce -1.0% | 3,721 | $557K |
| Tempus Wealth Planning, LLC | 0.17% | New | 3,706 | $554K |
| Loudon Investment Management, LLC | 0.31% | Reduce -2.6% | 3,690 | $552K |
| Copley Financial Group, Inc. | 0.42% | Reduce -0.1% | 3,655 | $547K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -8.3% | 3,654 | $547K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 3,550 | $531K |
| Mather Group, Llc. | 0.01% | Reduce -3.1% | 3,489 | $522K |
| Checchi Capital Advisers, LLC | 0.04% | Add +2.2% | 3,449 | $516K |
| Canada Post Corp Registered Pension Plan | 0.03% | — | 3,432 | $513K |
| BCO Wealth Management LLC | 0.43% | — | 3,424 | $512K |
| Profund Advisors LLC | 0.02% | Reduce -42.9% | 3,396 | $508K |
| Intech Investment Management LLC | 0.00% | New | 3,362 | $503K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -1.9% | 3,304 | $494K |
| Choreo, LLC | 0.01% | Reduce -36.5% | 3,277 | $488K |
| Ascentis Independent Advisors | 0.09% | Add +36.1% | 3,245 | $485K |
| Clearstead Advisors, LLC | 0.01% | Add +22.2% | 3,214 | $481K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -70.8% | 3,187 | $477K |
| Gryphon Financial Partners LLC | 0.07% | Reduce -6.0% | 3,171 | $474K |
| GC Wealth Management RIA, LLC | 0.08% | Add +24.8% | 3,163 | $473K |
| Mufg Securities Americas Inc. | 0.06% | — | 3,130 | $468K |
| Merit Financial Group, LLC | 0.01% | Add +163.0% | 3,124 | $467K |
| NewEdge Advisors, LLC | 0.00% | Reduce -44.1% | 3,118 | $466K |
| Inceptionr LLC | 0.10% | New | 3,098 | $463K |
| Principal Securities, Inc. | 0.01% | Add +16.5% | 3,034 | $454K |
| Prestige Wealth Management Group LLC | 0.09% | Add +10.3% | 3,020 | $452K |
| Natixis Investment Managers International | 0.03% | Reduce -56.7% | 3,015 | $451K |
| Three Seasons Wealth, LLC | 0.22% | No change | 3,000 | $449K |
| Intrua Financial, LLC | 0.07% | Reduce -6.1% | 2,977 | $445K |
| GAMMA Investing LLC | 0.04% | Add +6.9% | 2,927 | $438K |
| Horizon Investments, LLC | 0.01% | Add +0.6% | 2,913 | $436K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +509.6% | 2,853 | $428K |
| Trust Co. of Toledo NA | 0.06% | No change | 2,845 | $426K |
| Two Sigma Investments, LP | 0.00% | Reduce -19.8% | 2,845 | $426K |
| Foster & Motley Inc. | 0.03% | No change | 2,828 | $423K |
| First Merchants Corp. | 0.02% | No change | 2,818 | $422K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +11.6% | 2,818 | $422K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -1.8% | 2,812 | $421K |
| Praxis Investment Management Inc. | 0.03% | Reduce -10.8% | 2,810 | $420K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.4% | 2,706 | $405K |
| Horst & Graben Wealth Management LLC | 0.07% | Add +0.9% | 2,706 | $405K |
| Spirepoint Private Client, LLC | 0.05% | New | 2,700 | $404K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.11% | New | 2,694 | $403K |
| Oak Thistle LLC | 0.12% | New | 2,664 | $399K |
| V-Square Quantitative Management LLC | 0.06% | Add +11.5% | 2,636 | $394K |
| Blair William & Co. | 0.00% | Add +18.2% | 2,588 | $387K |
| Sandhill Capital Partners LLC | 0.03% | No change | 2,588 | $387K |
| Delta Capital Management LLC | 0.22% | Add +2.5% | 2,485 | $372K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -31.8% | 2,474 | $370K |
| Perpetual Ltd | 0.00% | Reduce -78.4% | 2,446 | $366K |
| Level Four Advisory Services, LLC | 0.01% | Add +7.6% | 2,436 | $364K |
| Legacy Wealth Asset Management, LLC | 0.10% | No change | 2,397 | $359K |
| Fairtree Asset Management (Pty) Ltd | 0.34% | — | 2,380 | $356K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 2,347 | $351K |
| Glenview Trust Co | 0.01% | No change | 2,340 | $350K |
| SMART Wealth LLC | 0.12% | Reduce -53.0% | 2,325 | $348K |
| Leavell Investment Management, Inc. | 0.02% | Add +0.0% | 2,297 | $344K |
| One Capital Management, LLC | 0.01% | Reduce -66.6% | 2,288 | $342K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 2,286 | $342K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,275 | $340K |
| Huntington National Bank | 0.00% | Add +19.8% | 2,250 | $337K |
| Meeder Advisory Services, Inc. | 0.02% | Add +16.3% | 2,235 | $334K |
| Choate Investment Advisors | 0.01% | Reduce -5.2% | 2,230 | $334K |
| QRG Capital Management, Inc. | 0.00% | Reduce -20.2% | 2,210 | $331K |
| Auxano Advisors, LLC | 0.08% | Reduce -30.0% | 2,199 | $329K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -11.8% | 2,187 | $327K |
| Abn Amro Investment Solutions | 0.01% | Reduce -11.5% | 2,186 | $327K |
| American Investment Services, Inc. | 0.06% | No change | 2,173 | $325K |
| Greenleaf Trust | 0.00% | Add +15.0% | 2,160 | $323K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -45.8% | 2,147 | $321K |
| Cigna Investments Inc. | 0.06% | Reduce -1.9% | 2,147 | $321K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.7% | 2,120 | $317K |
| Independent Advisor Alliance | 0.00% | Add +37.3% | 2,104 | $315K |
| D.B. Root & Company, LLC | 0.10% | New | 2,092 | $313K |
| &partners | 0.00% | Add +31.1% | 2,105 | $312K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.8% | 2,065 | $309K |
| Equitable Holdings, Inc. | 0.00% | Reduce -15.3% | 2,065 | $309K |
| Fiduciary Group, LLC | 0.03% | Reduce -2.2% | 2,036 | $305K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,027 | $303K |
| First Hawaiian Bank | 0.01% | Add +25.1% | 2,022 | $302K |
| Lazard Asset Management LLC | 0.00% | Add +1710.8% | 2,010 | $300K |
| Baird Financial Group, Inc. | 0.00% | Add +96.8% | 1,999 | $299K |
| LVZ, Inc. | 0.04% | Add +20.6% | 1,977 | $296K |
| Greenfield Seitz Capital Management, LLC | 0.11% | No change | 1,942 | $291K |
| Bryant Woods Investment Advisors, LLC | 0.14% | No change | 1,936 | $290K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -77.1% | 1,906 | $285K |
| Olde Wealth Management, LLC | 0.10% | No change | 1,911 | $285K |
| Phocas Financial Corp. | 0.04% | New | 1,897 | $284K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -6.6% | 1,893 | $283K |
| Cynosure Group, LLC | 0.04% | Reduce -6.4% | 1,883 | $282K |
| NorthRock Partners, LLC | 0.01% | Reduce -6.4% | 1,862 | $279K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.7% | 1,852 | $277K |
| Fulton Bank, N.A. | 0.01% | Reduce -17.7% | 1,844 | $276K |
| Clarius Group, LLC | 0.02% | Reduce -1.6% | 1,843 | $276K |
| Naples Global Advisors, LLC | 0.03% | No change | 1,840 | $275K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -7.3% | 1,828 | $274K |
| Bailard, Inc. | 0.01% | Add +0.1% | 1,818 | $272K |
| Carnegie Investment Counsel | 0.01% | New | 1,780 | $266K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -10.6% | 1,774 | $265K |
| Cetera Trust Company, N.A | 0.17% | Reduce -11.3% | 1,771 | $265K |
| D.A. Davidson & Co. | 0.00% | Add +23.8% | 1,768 | $264K |
| Beaton Management Co. Inc. | 0.13% | No change | 1,750 | $262K |
| Fishman Jay A Ltd. | 0.02% | No change | 1,750 | $262K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | No change | 1,745 | $261K |
| Wedmont Private Capital | 0.01% | Reduce -9.5% | 1,765 | $259K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 1,701 | $254K |
| Vise Technologies, Inc. | 0.02% | New | 1,689 | $253K |
| Montecito Bank & Trust | 0.04% | Reduce -6.8% | 1,686 | $252K |
| Parsons Capital Management Inc. | 0.01% | No change | 1,677 | $251K |
| RNC Capital Management LLC | 0.01% | New | 1,673 | $250K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 1,666 | $249K |
| Fulcrum Capital LLC | 0.05% | Add +11.6% | 1,659 | $248K |
| Renaissance Group LLC | 0.01% | Reduce -2.2% | 1,648 | $247K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,642 | $246K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.3% | 1,638 | $245K |
| Charter Research & Investment Group, Inc. | 0.18% | No change | 1,610 | $241K |
| Ontario Teachers Pension Plan Board | 0.00% | New | 1,597 | $239K |
| LVW Advisors, LLC | 0.03% | No change | 1,592 | $238K |
| New Century Financial Group, LLC | 0.10% | New | 1,575 | $238K |
| OneDigital Investment Advisors LLC | 0.00% | Add +35.3% | 1,577 | $236K |
| Stephens Inc. | 0.00% | Reduce -5.5% | 1,570 | $235K |
| HM Payson & Co. | 0.00% | Reduce -0.2% | 1,569 | $235K |
| D'Orazio & Associates, Inc. | 0.03% | Add +23.5% | 1,566 | $234K |
| World Investment Advisors | 0.01% | Add +30.4% | 1,560 | $233K |
| Curtis Advisory Group, LLC | 0.06% | Reduce -3.1% | 1,553 | $232K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -4.3% | 1,549 | $232K |
| Elser Financial Planning, Inc | 0.01% | New | 1,543 | $231K |
| Sheets Smith Wealth Management | 0.03% | No change | 1,541 | $231K |
| Wealth Management Strategies, Inc. | 0.17% | — | 1,523 | $228K |
| Shell Asset Management Co. | 0.01% | Reduce -7.5% | 1,514 | $226K |
| First Manhattan Co. Llc. | 0.00% | Add +3.2% | 1,503 | $225K |
| Sigma Planning Corp | 0.01% | Reduce -8.7% | 1,502 | $225K |
| Weiss Asset Management LP | 0.01% | New | 1,500 | $224K |
| Gilman Hill Asset Management, LLC | 0.04% | Add +13.3% | 1,492 | $223K |
| Ramirez Asset Management, Inc. | 0.04% | No change | 1,483 | $222K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | No change | 1,481 | $222K |
| Stiles Financial Services Inc | 0.08% | No change | 1,481 | $222K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -4.2% | 1,474 | $221K |
| Keeley-Teton Advisors, LLC | 0.03% | New | 1,467 | $219K |
| Belpointe Asset Management LLC | 0.01% | Reduce -1.0% | 1,236 | $219K |
| Integrated Wealth Concepts LLC | 0.00% | New | 1,440 | $215K |
| Graypoint LLC | 0.01% | Reduce -9.1% | 1,431 | $214K |
| Whittier Trust Co. | 0.00% | Reduce -14.7% | 1,413 | $211K |
| First Western Trust Bank | 0.01% | No change | 1,410 | $211K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 1,391 | $208K |
| Marco Investment Management LLC | 0.02% | No change | 1,390 | $208K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,361 | $204K |
| Supplemental Annuity Collective Trust of NJ | 0.06% | No change | 1,350 | $202K |
| RBF Capital, LLC | 0.01% | No change | 1,342 | $201K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +3.6% | 1,337 | $200K |
| Quadrant Capital Group LLC | 0.01% | Add +5.8% | 1,327 | $199K |
| Raiffeisen Bank International AG | 0.00% | — | 1,331 | $196K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.8% | 1,178 | $176K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,176 | $176K |
| CI Investments Inc. | 0.00% | Add +36.0% | 1,171 | $175K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.10% | — | 1,150 | $172K |
| Brooklyn Investment Group | 0.05% | Add +5.3% | 1,132 | $169K |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 1,109 | $166K |
| Federated Hermes, Inc. | 0.00% | Add +206.9% | 1,105 | $165K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,100 | $165K |
| Parallel Advisors, LLC | 0.00% | Add +47.6% | 1,094 | $164K |
| Spire Wealth Management | 0.00% | Reduce -38.0% | 1,063 | $159K |
| Signaturefd, LLC | 0.00% | Add +19.4% | 1,045 | $156K |
| CoreCap Advisors, LLC | 0.01% | Reduce -41.7% | 962 | $144K |
| CVA Family Office, LLC | 0.02% | Add +3.2% | 962 | $144K |
| Arax Advisory Partners | 0.01% | Add +1.5% | 958 | $143K |
| Tobam | 0.04% | Reduce -7.2% | 957 | $143K |
| TCTC Holdings, LLC | 0.01% | No change | 954 | $143K |
| Bellevue Asset Management, LLC | 0.07% | No change | 940 | $141K |
| Covestor Ltd | 0.09% | Add +6.8% | 920 | $137K |
| Salem Investment Counselors Inc. | 0.00% | No change | 911 | $136K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.8% | 904 | $135K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +245.0% | 866 | $130K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 861 | $129K |
| Exchange Traded Concepts, LLC | 0.00% | Add +13.7% | 861 | $129K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -4.8% | 846 | $127K |
| UMB Bank, n.a. | 0.00% | Reduce -95.5% | 831 | $124K |
| Blue Trust, Inc. | 0.00% | Reduce -8.0% | 824 | $123K |
| Sentry Investment Management LLC | 0.06% | Reduce -14.0% | 779 | $117K |
| Smartleaf Asset Management LLC | 0.01% | Add +18.6% | 760 | $112K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | No change | 740 | $111K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 715 | $107K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -64.4% | 640 | $106K |
| ESL Trust Services, LLC | 0.02% | No change | 671 | $100K |
| Cromwell Holdings LLC | 0.06% | No change | 651 | $97K |
| Tompkins Financial Corp. | 0.01% | No change | 650 | $97K |
| Hilltop National Bank | 0.03% | Reduce -16.7% | 647 | $97K |
| Sherman Asset Management, Inc. | 0.09% | — | 626 | $94K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.5% | 609 | $91K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.7% | 574 | $86K |
| Generali Asset Management SPA SGR | 0.00% | — | 561 | $84K |
| Muzinich & Co., Inc. | 0.06% | No change | 548 | $82K |
| Simplex Trading, LLC | 0.00% | Reduce -83.4% | 545 | $81K |
| Lindbrook Capital, LLC | 0.01% | Add +14.9% | 523 | $78K |
| Beacon Capital Management, LLC | 0.01% | No change | 503 | $75K |
| Cornerstone Advisors, LLC | 0.00% | No change | 500 | $75K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.7% | 464 | $69K |
| Global X Japan Co., Ltd. | 0.01% | Add +14.3% | 447 | $67K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 418 | $63K |
| Parvin Asset Management, LLC | 0.07% | — | 416 | $62K |
| Manchester Capital Management LLC | 0.01% | Reduce -19.6% | 411 | $61K |
| Plato Investment Management Ltd | 0.00% | No change | 399 | $60K |
| American National Bank & Trust | 0.01% | New | 400 | $60K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.9% | 391 | $58K |
| Mechanics Financial Corp | 0.03% | No change | 389 | $58K |
| Capital Analysts, LLC | 0.00% | Add +1.9% | 372 | $56K |
| Kestra Investment Management, LLC | 0.00% | New | 361 | $54K |
| Quarry LP | 0.01% | Add +156.1% | 356 | $53K |
| Asset Planning,Inc | 0.04% | — | 350 | $52K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 350 | $52K |
| Smithfield Trust Co | 0.00% | No change | 353 | $52K |
| Quent Capital, LLC | 0.01% | Add +89.0% | 327 | $49K |
| Hexagon Capital Partners LLC | 0.01% | Add +2508.3% | 313 | $47K |
| Continuum Advisory, LLC | 0.01% | No change | 311 | $47K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.0% | 308 | $46K |
| Logan Capital Management Inc. | 0.00% | Reduce -82.5% | 302 | $45K |
| Rothschild Investment LLC | 0.00% | Reduce -47.5% | 287 | $43K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -1.8% | 271 | $41K |
| Caitong International Asset Management Co., Ltd | 0.04% | — | 268 | $40K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -0.4% | 260 | $39K |
| Hemington Wealth Management | 0.01% | No change | 258 | $38K |
| Larson Financial Group LLC | 0.00% | Reduce -72.4% | 251 | $38K |
| Davis Capital Management | 0.03% | No change | 245 | $37K |
| TD Private Client Wealth LLC | 0.00% | Reduce -81.1% | 209 | $31K |
| NFSG Corp | 0.01% | No change | 207 | $31K |
| Centerpoint Advisors, LLC | 0.01% | Add +1.1% | 179 | $27K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -1.2% | 171 | $26K |
| Anchor Investment Management, LLC | 0.00% | No change | 170 | $25K |
| Harbour Investments, Inc. | 0.00% | Add +90.9% | 168 | $25K |
| Golden State Wealth Management, LLC | 0.00% | — | 164 | $25K |
| Creekmur Asset Management LLC | 0.01% | No change | 164 | $25K |
| Park Square Financial Group, LLC | 0.02% | — | 150 | $22K |
| DT Investment Partners, LLC | 0.00% | No change | 142 | $21K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -17.4% | 138 | $21K |
| Bank of New Hampshire | 0.01% | No change | 138 | $21K |
| Rise Advisors, LLC | 0.01% | Add +1.5% | 138 | $21K |
| Caldwell Trust Co | 0.00% | No change | 134 | $20K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 125 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +51.3% | 121 | $18K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $17K |
| Creative Financial Designs Inc. | 0.00% | Add +231.4% | 116 | $17K |
| IFP Advisors, Inc | 0.00% | Add +71.6% | 115 | $17K |
| Wiser Advisor Group LLC | 0.02% | Add +0.9% | 114 | $17K |
| Meeder Asset Management Inc. | 0.00% | Reduce -1.7% | 113 | $17K |
| Private Trust Co. NA | 0.00% | Add +19.6% | 110 | $16K |
| GW&K Investment Management, LLC | 0.00% | Reduce -6.2% | 106 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $15K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $15K |
| LGT Financial Advisors LLC | 0.03% | No change | 99 | $15K |
| Zions Bancorporation, N.A. | 0.00% | No change | 98 | $15K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -14.9% | 97 | $15K |
| Missouri Trust & Investment Co | 0.00% | No change | 90 | $13K |
| Decker Retirement Planning Inc. | 0.01% | — | 88 | $13K |
| MV Capital Management, Inc. | 0.00% | Reduce -4.3% | 88 | $13K |
| Lee Danner & Bass Inc. | 0.00% | New | 84 | $13K |
| Pittenger & Anderson Inc. | 0.00% | No change | 80 | $12K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -3.7% | 78 | $12K |
| Tsfg, LLC | 0.00% | No change | 75 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +16.7% | 70 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -27.2% | 67 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 65 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +18.2% | 65 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 65 | $10K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 64 | $10K |
| LRI Investments, LLC | 0.00% | No change | 64 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 61 | $9K |
| True Wealth Design, LLC | 0.00% | New | 59 | $9K |
| Gould Capital, LLC | 0.01% | No change | 55 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Add +2.0% | 52 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 51 | $8K |
| Byrne Asset Management LLC | 0.01% | No change | 50 | $7K |
| AlphaQuest LLC | 0.00% | New | 50 | $7K |
| Evolution Advisers, Inc. | 0.00% | No change | 50 | $7K |
| Leonteq Securities AG | 0.00% | New | 43 | $6K |
| Avior Wealth Management, LLC | 0.00% | Add +20.0% | 42 | $6K |
| Sandy Spring Bank | 0.00% | New | 41 | $6K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -9.1% | 40 | $6K |
| New Wave Wealth Advisors LLC | 0.00% | New | 39 | $6K |
| Red Tortoise LLC | 0.00% | No change | 39 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 34 | $5K |
| Avion Wealth | 0.00% | Reduce -2.5% | 39 | $5K |
| Dunhill Financial, LLC | 0.00% | Add +28.0% | 32 | $5K |
| Key Financial Inc | 0.00% | No change | 31 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 30 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | New | 28 | $4K |
| Sachetta, LLC | 0.00% | Add +100.0% | 28 | $4K |
| Abound Wealth Management | 0.00% | Reduce -15.6% | 27 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 27 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 25 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 25 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 26 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 26 | $4K |
| Sierra Ocean, LLC | 0.00% | — | 25 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $4K |
| Gold Investment Management Ltd. | 0.00% | No change | 24 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 22 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 21 | $3K |
| WR Wealth Planners, LLC | 0.00% | Reduce -24.0% | 19 | $3K |
| Investors Research Corp | 0.00% | No change | 19 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 19 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -21.7% | 18 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 17 | $3K |
| Whipplewood Advisors, LLC | 0.00% | — | 16 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 15 | $2K |
| Colonial Trust Co / SC | 0.00% | Add +650.0% | 15 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -62.2% | 14 | $2K |
| Synergy Investment Management, LLC | 0.00% | — | 13 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 13 | $2K |
| WPG Advisers, LLC | 0.00% | — | 11 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 11 | $2K |
| MCF Advisors LLC | 0.00% | Reduce -16.7% | 10 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -18.2% | 9 | $1K |
| Clark Wealth Partners | 0.00% | — | 9 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -50.0% | 9 | $1K |
| WealthTrak Capital Management LLC | 0.00% | — | 8 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 8 | $1K |
| NewSquare Capital LLC | 0.00% | New | 8 | $1K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -79.5% | 8 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -82.9% | 7 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | — | 7 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 7 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 9 | $1K |
| Ameriflex Group, Inc. | 0.00% | — | 6 | $924 |
| Clean Yield Group | 0.00% | No change | 6 | $898 |
| Old Second National Bank of Aurora | 0.00% | New | 6 | $898 |
| Bokf, NA | 0.00% | Reduce -14.3% | 6 | $881 |
| Pacific Center for Financial Services | 0.00% | No change | 5 | $748 |
| Asset Dedication, LLC | 0.00% | No change | 4 | $599 |
| Horizon Financial Services, LLC | 0.00% | No change | 4 | $598 |
| Nemes Rush Group LLC | 0.00% | New | 4 | $598 |
| Nvwm, LLC | 0.00% | No change | 3 | $449 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -89.3% | 3 | $449 |
| Winnacle Wealth LLC | 0.00% | — | 2 | $290 |
| Summit Securities Group LLC | 0.00% | New | 1 | $150 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 1 | $150 |
| Redwood Park Advisors LLC | 0.00% | — | 1 | $150 |
| Ancora Advisors LLC | 0.00% | No change | 1 | $150 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1 | $150 |
| Retirement Wealth Solutions LLC | 0.00% | — | 1 | $144 |
"% of holder's portfolio" is EXR's weight in each manager's 13F, not the share of Extra Space Storage Inc. the manager owns.