Extra Space StorageEXR

13F holders, Q2 2025 (June 30)
809holders +8
83new positions
77sold out
7famous investors
$147.43avg. 13F price*

At the end of Q2 2025, 809 institutions reported holding Extra Space Storage Inc. (EXR) in their 13F filings, up 8 from Q1 2025. 83 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($5.1B), BlackRock, Inc. ($3.2B) and Cohen & Steers, Inc. ($2.1B). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions83$63.8M
Exits77$286.0M

All 13F filers, Q1 2025 → Q2 2025: 10,377,604 shares bought and 12,059,725 shares sold, net −1,682,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 809 holders

Vanguard Group Inc. 0.08% Add +0.9% 34,269,652 $5.1B
BlackRock, Inc. 0.06% Reduce -4.8% 21,444,592 $3.2B
Cohen & Steers, Inc. 3.79% Reduce -6.7% 14,019,626 $2.1B
State Street Corp. 0.08% Add +1.6% 13,680,181 $2.0B
Norges Bank 0.13% Add +15.3% 7,177,855 $1.1B
Capital World Investors 0.15% Reduce -7.8% 7,127,738 $1.1B
Principal Financial Group Inc. 0.49% Reduce -2.6% 6,309,755 $930.3M
Geode Capital Management, LLC 0.06% Add +1.8% 5,795,253 $851.1M
JPMorgan Chase & Co. 0.05% Add +10.2% 4,513,795 $665.5M
Capital International Investors 0.09% Add +0.6% 3,561,988 $525.2M
Invesco Ltd. 0.09% Add +11.2% 3,399,092 $501.2M
Massachusetts Financial Services Co. 0.14% Reduce -0.5% 3,063,358 $451.7M
Dimensional Fund Advisors LP 0.10% Reduce -1.2% 3,055,396 $450.5M
Northern Trust Corp. 0.06% Reduce -2.7% 2,843,317 $419.2M
Centersquare Investment Management LLC 4.12% Add +1.8% 2,693,408 $397.1M
Daiwa Securities Group Inc. 1.45% Reduce -3.6% 2,658,747 $392.0M
APG Asset Management US Inc. 2.85% No change 2,533,561 $381.3M
Goldman Sachs Group Inc. 0.06% Add +37.2% 2,559,857 $377.4M
Charles Schwab Investment Management Inc. 0.06% Add +4.0% 2,533,527 $373.5M
Legal & General Group Plc 0.08% Add +2.1% 2,097,268 $309.2M
Resolution Capital Ltd 5.71% Add +116.2% 1,950,842 $287.6M
Nuveen, LLC 0.08% Add +10.5% 1,919,977 $283.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.28% Reduce -2.9% 1,887,291 $278.3M
Morgan Stanley 0.02% Reduce -10.7% 1,762,893 $259.9M
First Eagle Investment Management, LLC 0.47% Reduce -2.0% 1,583,614 $233.5M
AQR Capital Management 0.18% Add +33.5% 1,500,675 $218.4M
Marshall Wace, LLP 0.26% Add +60.1% 1,477,404 $217.8M
PGGM Investments 3.53% No change 1,382,549 $203.8M
Bank of New York Mellon Corp 0.04% Add +0.0% 1,365,066 $201.3M
FMR LLC 0.01% Add +24.0% 1,337,300 $197.2M
CBRE Investment Management Listed Real Assets LLC 2.80% Reduce -6.3% 1,244,630 $183.5M
UBS Group AG 0.04% Add +7.1% 1,234,929 $182.1M
Canada Pension Plan Investment Board 0.14% Add +30.4% 1,142,893 $168.5M
Boston Partners 0.16% Reduce -18.9% 1,005,270 $148.2M
Hamlin Capital Management, LLC 3.07% Add +1.9% 900,022 $132.7M
Citadel Advisors 0.12% Add +321.9% 895,973 $132.1M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +1.3% 805,605 $118.8M
Amundi 0.04% Add +41.5% 771,509 $117.1M
Russell Investments Group, Ltd. 0.15% Add +0.6% 776,240 $114.4M
Sei Investments Co. 0.13% Add +2.1% 775,170 $114.3M
Deutsche Bank AG 0.04% Reduce -17.3% 775,000 $114.3M
Prudential Financial Inc. 0.13% Reduce -40.8% 671,232 $99.0M
Bank of America Corp. 0.01% Reduce -6.7% 658,161 $97.0M
Balyasny Asset Management L.P. 0.22% Reduce -24.0% 653,388 $96.3M
Swiss National Bank 0.06% Add +7.4% 642,427 $94.7M
Alliancebernstein L.P. 0.03% Add +35.5% 613,521 $90.5M
HSBC Holdings PLC 0.06% Reduce -9.1% 603,832 $88.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Reduce -12.1% 565,373 $83.4M
Alyeska Investment Group, L.P. 0.29% Add +493.5% 555,308 $81.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +5.9% 554,945 $81.8M
CANADA LIFE ASSURANCE Co 0.11% Add +2.8% 467,610 $69.0M
Pictet Asset Management Holding SA 0.07% Reduce -2.9% 467,029 $68.9M
Macquarie Group Ltd. 0.08% Reduce -1.1% 452,126 $66.7M
Voya Investment Management LLC 0.08% Add +41.8% 451,736 $66.6M
Rhumbline Advisers 0.06% Reduce -0.5% 443,008 $65.3M
Manning & Napier Advisors LLC 0.78% Add +0.6% 441,826 $65.1M
Thrivent Financial for Lutherans 0.14% Reduce -11.8% 426,498 $62.9M
Capital Research Global Investors 0.01% Add +0.1% 425,637 $62.8M
STRS Ohio 0.23% Add +6.3% 420,391 $62.0M
Heitman Real Estate Securities LLC 4.34% Add +246.1% 415,058 $61.2M
Millennium Management 0.06% Reduce -29.4% 404,591 $59.7M
Asset Management One Co., Ltd. 0.19% Reduce -0.7% 402,390 $59.3M
American Century Companies Inc. 0.03% Add +193.9% 397,425 $58.6M
Barclays PLC 0.02% Add +0.3% 394,684 $58.2M
California Public Employees Retirement System 0.04% Reduce -3.8% 386,891 $57.0M
Nomura Asset Management Co. Ltd. 0.15% Add +3.3% 373,268 $55.0M
Public Employees Retirement System of Ohio 0.18% Add +1.3% 368,913 $54.4M
Ameriprise Financial Inc. 0.01% Reduce -35.3% 362,329 $50.1M
Wells Fargo & Company 0.01% Reduce -6.3% 336,776 $49.7M
BNP Paribas Financial Markets 0.04% Reduce -19.7% 333,697 $49.2M
Raymond James Financial Inc. 0.02% Add +1.2% 325,773 $48.0M
California State Teachers Retirement System 0.05% Reduce -0.1% 320,025 $47.2M
National Pension Service 0.04% Add +0.8% 319,065 $47.0M
SG Americas Securities, LLC 0.21% Reduce -29.7% 317,023 $46.7M
Royal Bank of Canada 0.01% Reduce -7.4% 313,256 $46.2M
Qube Research & Technologies Ltd 0.06% Reduce -38.5% 310,629 $45.8M
T. Rowe Price Associates Inc. 0.01% Add +0.7% 309,969 $45.7M
Donaldson Capital Management, LLC 1.64% Add +1.8% 302,452 $44.6M
Citigroup Inc. 0.03% Add +32.4% 292,379 $43.1M
AXA S.A. 0.11% Add +33.1% 265,280 $39.1M
Brookfield Corp 0.05% Add +37.2% 262,184 $38.7M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -37.0% 254,400 $37.5M
Envestnet Asset Management Inc. 0.01% Add +0.5% 252,050 $37.2M
Adelante Capital Management LLC 2.64% Add +30.6% 243,070 $35.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.20% Reduce -3.0% 235,390 $34.7M
Gradient Investments LLC 0.62% Add +3.1% 230,097 $33.9M
Aberdeen Group plc 0.06% Add +6.7% 230,350 $33.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -90.3% 218,782 $32.3M
Nan Shan Life Insurance Co., Ltd. 0.72% Add +0.6% 218,563 $32.2M
State of New Jersey Common Pension Fund D 0.12% No change 216,752 $32.0M
Neuberger Berman Group LLC 0.02% Add +13.5% 212,234 $31.3M
Allianz Asset Management GmbH 0.04% Reduce -6.6% 211,320 $31.2M
State Board of Administration of Florida Retirement System 0.05% Add +1.3% 207,924 $30.7M
Ensign Peak Advisors, Inc 0.05% Reduce -18.4% 203,948 $30.1M
Lasalle Investment Management Securities LLC 1.21% Reduce -0.0% 199,786 $29.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +8.9% 185,395 $27.3M
Land & Buildings Investment Management, LLC 5.31% Reduce -12.8% 180,402 $26.6M
National Bank of Canada 0.03% Add +5.5% 179,107 $26.4M
New York State Teachers Retirement System 0.06% Add +0.0% 178,697 $26.3M
PNC Financial Services Group, Inc. 0.02% Reduce -13.3% 178,020 $26.2M
Swedbank AB 0.03% Reduce -1.9% 171,442 $25.3M
Retirement Systems of Alabama 0.09% Reduce -0.7% 166,324 $24.5M
Silvercrest Asset Management Group LLC 0.16% Reduce -5.2% 165,853 $24.5M
Gillson Capital LP 1.86% Reduce -5.1% 164,893 $24.3M
Focus Partners Wealth 0.05% Add +2.6% 160,179 $23.6M
Cibc World Market Inc. 0.05% Add +25.9% 159,880 $23.6M
Franklin Resources Inc. 0.01% Add +0.6% 159,209 $23.5M
Aviva PLC 0.05% Add +1862.2% 158,626 $23.4M
Pacer Advisors, Inc. 0.06% Reduce -1.7% 157,791 $23.3M
Cibc World Markets Corp. 0.15% Reduce -1.0% 153,202 $22.6M
Arrowstreet Capital, Limited Partnership 0.02% Add +38.2% 149,850 $22.1M
Engineers Gate Manager LP 0.27% Add +410.3% 147,650 $21.8M
Van Lanschot Kempen Investment Management N.V. 0.20% Add +7.0% 145,243 $21.4M
Aew Capital Management L P 1.12% Reduce -3.8% 143,719 $21.2M
Manufacturers Life Insurance Company, The 0.02% Reduce -2.9% 133,049 $19.6M
Vaughan Nelson Investment Management, L.P. 0.18% Reduce -33.7% 131,637 $19.4M
New York State Common Retirement Fund 0.03% Add +1.8% 130,031 $19.2M
Ieq Capital, LLC 0.12% Add +244.6% 128,851 $19.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +0.1% 128,451 $18.9M
Toronto Dominion Bank 0.04% Add +24.2% 127,420 $18.8M
State of Alaska, Department of Revenue 0.20% Reduce -0.1% 126,968 $18.7M
Uniplan Investment Counsel, Inc. 1.94% Reduce -1.9% 125,801 $18.5M
Argent Capital Management LLC 0.53% Add +2.8% 125,205 $18.5M
APG Asset Management N.V. 0.05% Add +4.4% 146,590 $18.4M
LPL Financial LLC 0.01% Add +9.2% 124,558 $18.4M
Victory Capital Management Inc. 0.01% Reduce -24.2% 124,516 $18.4M
Ceredex Value Advisors LLC 0.38% Reduce -27.2% 120,950 $17.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +3.3% 120,298 $17.7M
Robeco Institutional Asset Management B.V. 0.03% Add +16.6% 118,675 $17.5M
Korea Investment CORP 0.04% Reduce -10.6% 118,531 $17.5M
Resona Asset Management Co.,Ltd. 0.09% Reduce -5.1% 119,404 $17.5M
State of Tennessee, Department of Treasury 0.06% Reduce -9.0% 115,751 $17.1M
Bank of Montreal 0.01% Reduce -20.8% 114,639 $16.9M
Handelsbanken Fonder AB 0.06% Reduce -11.6% 114,571 $16.9M
DekaBank Deutsche Girozentrale 0.03% Add +0.8% 114,837 $16.8M
Tudor Investment Corporation 0.13% Reduce -58.6% 112,986 $16.7M
State of Wisconsin Investment Board 0.04% Reduce -4.6% 112,692 $16.6M
Chevy Chase Trust Holdings, LLC 0.05% Add +0.8% 112,089 $16.5M
Bowen Hanes & Co. Inc. 0.42% No change 111,750 $16.5M
Gotham Asset Management 0.10% Add +14.9% 109,035 $16.1M
Nisa Investment Advisors, LLC 0.07% Add +7.2% 108,237 $16.0M
First Trust Advisors LP 0.01% Add +184.1% 108,205 $16.0M
Employees Retirement System of Texas 0.15% Reduce -1.8% 106,507 $15.7M
Van Eck Associates Corp. 0.02% Add +3.7% 103,792 $15.3M
Public Employees Retirement Association of Colorado 0.06% Reduce -0.2% 100,323 $14.8M
Treasurer of the State of North Carolina 0.05% Add +2.8% 98,407 $14.5M
Danske Bank A/S 0.04% Add +3.4% 98,217 $14.5M
Vert Asset Management LLC 5.01% Reduce -5.9% 93,400 $13.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -11.5% 92,624 $13.7M
Royal London Asset Management Ltd. 0.03% Reduce -6.0% 91,517 $13.5M
TD Asset Management Inc 0.01% Reduce -11.8% 86,662 $12.8M
Natixis Advisors, LLC 0.02% Add +2.9% 85,685 $12.6M
Susquehanna Fundamental Investments, LLC 0.33% Reduce -13.3% 83,825 $12.4M
Storebrand Asset Management As 0.04% Add +1.2% 83,796 $12.4M
Stifel Financial Corp. 0.01% Reduce -0.5% 83,098 $12.3M
UniSuper Management Pty Ltd 0.08% Add +0.4% 79,608 $11.7M
Acadian Asset Management LLC 0.02% New 75,738 $11.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% Reduce -23.4% 75,187 $11.1M
Teacher Retirement System of Texas 0.05% Add +88.3% 74,170 $10.9M
IFM Investors Pty Ltd 0.10% Reduce -8.3% 73,901 $10.9M
KLP Kapitalforvaltning As 0.05% Add +1.9% 73,280 $10.8M
Eisler Capital Management Ltd. 0.37% Add +87.8% 72,236 $10.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +2.2% 72,245 $10.7M
Brookstone Capital Management 0.14% Add +4.3% 70,076 $10.3M
Wellington Management Group LLP 0.00% Reduce -4.2% 68,738 $10.1M
Pinebridge Investments, L.P. 0.08% Reduce -59.8% 66,152 $9.8M
Man Group plc 0.02% Add +325.2% 65,241 $9.6M
CHURCHILL MANAGEMENT Corp 0.10% Add +4.4% 64,634 $9.5M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -5.0% 63,920 $9.4M
Guggenheim Capital LLC 0.08% Reduce -0.4% 63,245 $9.3M
1832 Asset Management L.P. 0.02% Add +5.1% 63,091 $9.3M
Arizona State Retirement System 0.05% Add +1.3% 62,030 $9.1M
Rockefeller Capital Management L.P. 0.02% Reduce -15.3% 52,687 $9.1M
MetLife Investment Management, LLC 0.05% Reduce -1.6% 60,063 $8.9M
New Age Alpha Advisors, LLC 0.39% Reduce -11.6% 59,562 $8.8M
Schonfeld Strategic Advisors LLC 0.07% Reduce -66.1% 58,579 $8.6M
Nissay Asset Management Corp. /Japan 0.05% Add +2.8% 58,279 $8.6M
State of Michigan Retirement System 0.04% Add +0.3% 57,679 $8.5M
Davis Selected Advisers 0.04% Reduce -0.0% 56,765 $8.4M
Czech National Bank 0.06% Add +6.5% 51,871 $7.6M
Capital Fund Management S.A. 0.08% New 51,391 $7.6M
Westwood Holdings Group Inc. 0.05% New 50,032 $7.4M
Wealthfront Advisers LLC 0.02% Add +5.0% 49,683 $7.3M
HighTower Advisors, LLC 0.01% Add +12.9% 49,265 $7.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.20% Reduce -21.1% 47,932 $7.1M
Freestone Grove Partners LP 0.05% New 46,487 $6.9M
Captrust Financial Advisors 0.02% Add +22.3% 46,347 $6.8M
KBC Group NV 0.02% Reduce -1.8% 45,527 $6.7M
Lighthouse Investment Partners, LLC 0.29% Reduce -30.8% 44,900 $6.6M
ProShare Advisors LLC 0.01% Add +7.9% 43,760 $6.5M
Public Sector Pension Investment Board 0.03% Reduce -91.0% 43,638 $6.4M
Andra AP-fonden 0.09% Reduce -20.9% 43,200 $6.4M
Chilton Capital Management LLC 0.23% Reduce -1.1% 43,050 $6.3M
USS Investment Management Ltd 0.04% Add +0.2% 43,042 $6.3M
Natixis 0.03% Reduce -73.5% 42,895 $6.3M
Metis Global Partners, LLC 0.16% Add +21.3% 42,805 $6.3M
Cwm, LLC 0.02% Add +107.8% 42,403 $6.3M
Forsta Ap-Fonden 0.04% No change 41,800 $6.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +18.4% 41,256 $6.1M
Landscape Capital Management, L.L.C. 0.48% Add +6.0% 41,116 $6.1M
Westpac Banking Corp. 0.40% Reduce -4.8% 41,065 $6.1M
Amalgamated Bank 0.05% Add +0.2% 41,037 $6.0M
Skandinaviska Enskilda Banken AB (publ) 0.03% No change 40,574 $6.0M
Greenland Capital Management LP 0.80% Reduce -27.5% 40,107 $5.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +5.8% 40,051 $5.9M
DNB Asset Management AS 0.02% Add +9.7% 39,569 $5.8M
Fisher Asset Management 0.00% Reduce -12.6% 39,115 $5.8M
Jacobsen Capital Management 2.11% Add +0.4% 38,802 $5.7M
Verition Fund Management LLC 0.03% Reduce -34.2% 38,773 $5.7M
Worldquant Millennium Advisors LLC 0.03% Reduce -24.2% 38,050 $5.6M
Cetera Investment Advisers 0.01% Reduce -3.3% 38,024 $5.6M
Cerity Partners LLC 0.01% Add +2.3% 36,250 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +52.1% 34,355 $5.3M
M&T Bank Corp 0.02% Add +1.4% 35,448 $5.2M
Utah Retirement Systems 0.05% Reduce -0.3% 34,534 $5.1M
Quantinno Capital Management LP 0.02% Reduce -1.8% 34,193 $5.0M
Holocene Advisors, LP 0.01% Reduce -2.0% 34,145 $5.0M
Magnetar Financial LLC 0.03% Add +873.7% 33,923 $5.0M
Liberty One Investment Management, LLC 0.49% Add +5.0% 32,734 $4.8M
Mariner, LLC 0.01% Add +74.2% 32,705 $4.8M
Yousif Capital Management, LLC 0.05% Reduce -0.3% 32,370 $4.8M
Police & Firemen's Retirement System of New Jersey 0.04% Add +5.8% 32,124 $4.7M
New York Life Investment Management LLC 0.04% Add +1.4% 31,789 $4.7M
Sterling Capital Management LLC 0.07% Add +9.0% 31,487 $4.6M
Xponance LLC 0.04% Add +4.3% 31,438 $4.6M
Mercer Global Advisors Inc. 0.01% Add +14.7% 31,238 $4.6M
US Bancorp \de 0.01% Reduce -0.7% 29,728 $4.4M
CIBC Asset Management Inc 0.01% Reduce -8.2% 29,323 $4.3M
Vestcor Inc 0.13% Reduce -3.4% 29,323 $4.3M
Susquehanna International Group, LLP 0.01% Add +84.0% 29,291 $4.3M
Allianz SE 0.10% Add +217.6% 28,611 $4.2M
Moody LYNN Lieberson & Walker, LLC 0.24% Add +0.4% 28,289 $4.2M
ING Groep NV 0.03% Reduce -33.1% 27,923 $4.1M
Bank of Nova Scotia 0.01% Add +17.9% 27,705 $4.1M
Janus Henderson Group PLC 0.00% Reduce -3.1% 27,389 $4.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -3.5% 27,404 $4.0M
NEOS Investment Management LLC 0.05% Add +50.5% 27,070 $4.0M
HGI Capital Management, LLC 5.39% Add +124.3% 26,977 $4.0M
Rafferty Asset Management, LLC 0.01% Add +16.4% 26,894 $4.0M
Sophron Capital Management L.P. 1.21% Add +140.8% 26,747 $3.9M
Sanctuary Advisors, LLC 0.02% Add +48.4% 26,210 $3.9M
Y-Intercept (Hong Kong) Ltd 0.09% Add +162.0% 25,964 $3.8M
Texas Yale Capital Corp. 0.12% Add +7.6% 25,797 $3.8M
Creative Planning 0.00% Add +32.1% 24,784 $3.7M
Bell Bank 0.17% No change 24,375 $3.6M
Mutual of America Capital Management LLC 0.04% Reduce -13.7% 24,335 $3.6M
Alta Capital Management LLC/ 0.20% Reduce -17.4% 23,957 $3.5M
Allspring Global Investments Holdings, LLC 0.01% Add +3.2% 22,927 $3.5M
Global Wealth Management Investment Advisory, Inc. 0.65% Add +0.6% 23,360 $3.4M
Woodline Partners LP 0.02% Reduce -94.1% 22,954 $3.4M
OP Asset Management Ltd 0.05% Add +1.6% 22,455 $3.3M
Vanguard Personalized Indexing Management, LLC 0.04% Add +12.6% 22,257 $3.3M
Inspire Investing, LLC 0.36% Add +3.8% 22,293 $3.3M
Norinchukin Bank, The 0.05% Add +6.9% 22,122 $3.3M
Mackenzie Financial Corp. 0.00% Add +4.5% 21,676 $3.2M
Private Advisor Group, LLC 0.02% Add +6.6% 21,555 $3.2M
Mattson Financial Services, LLC 0.85% Add +0.7% 21,370 $3.2M
Castellan Group 0.57% Add +8.0% 21,156 $3.1M
Commonwealth Equity Services, LLC 0.00% Reduce -3.9% 20,805 $3.1M
O'shaughnessy Asset Management, LLC 0.02% Reduce -1.6% 20,514 $3.0M
Schroder Investment Management Group 0.00% Reduce -58.5% 20,509 $3.0M
Foundations Investment Advisors, LLC 0.05% New 20,259 $3.0M
FIL Ltd 0.00% Reduce -1.9% 20,033 $3.0M
Brentview Investment Management LLC 1.47% Reduce -1.7% 19,745 $2.9M
Avantax Advisory Services, Inc. 0.02% Add +4.5% 19,685 $2.9M
Diversify Wealth Management, LLC 0.18% Reduce -0.1% 21,169 $2.9M
Peapack Gladstone Financial Corp. 0.04% Add +2.0% 19,432 $2.9M
Susquehanna Portfolio Strategies, LLC 0.06% Add +9.9% 19,184 $2.8M
Horizon Investments, LLC 0.04% Add +514.0% 18,856 $2.8M
Pallas Capital Advisors LLC 0.11% Add +31.7% 18,783 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +205.9% 18,582 $2.7M
Oregon Public Employees Retirement Fund 0.05% Add +1.1% 18,370 $2.7M
Nordea Investment Management AB 0.00% Add +5.6% 17,578 $2.6M
AlphaQuest LLC 0.25% Reduce -24.8% 17,134 $2.5M
Duff & Phelps Investment Management Co. 0.03% Reduce -11.8% 17,103 $2.5M
Pensionfund PDN 1.67% No change 16,840 $2.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.27% Reduce -0.4% 16,794 $2.5M
Dark Forest Capital Management LP 0.10% Add +111.0% 16,749 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% Add +1.4% 16,599 $2.4M
Osaic Holdings, Inc. 0.00% Add +17.2% 15,988 $2.4M
Commerce Bank 0.01% Reduce -0.2% 15,942 $2.4M
Knights of Columbus Asset Advisors LLC 0.14% Reduce -5.0% 15,858 $2.3M
Avanza Fonder AB 0.07% New 15,715 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +1.7% 15,639 $2.3M
Swiss Life Asset Management Ltd 0.01% Add +20.9% 15,264 $2.3M
CIBC Private Wealth Group LLC 0.00% Add +1.1% 15,202 $2.2M
Naviter Wealth, LLC 0.27% Add +10.4% 15,070 $2.2M
Capital International, Inc. 0.02% Add +52.1% 14,926 $2.2M
American Assets Capital Advisers, LLC 2.19% Reduce -61.3% 14,804 $2.2M
Intech Investment Management LLC 0.02% Add +183.8% 14,755 $2.2M
Mizuho Securities USA LLC 0.05% — 14,665 $2.2M
Brevan Howard Capital Management LP 0.02% Add +14.4% 14,391 $2.1M
Pathstone Holdings, LLC 0.01% Reduce -10.3% 14,195 $2.1M
Truist Financial Corp. 0.00% Reduce -2.6% 13,962 $2.1M
Maverick Capital 0.03% New 13,801 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.5% 13,779 $2.0M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 13,700 $2.0M
Intact Investment Management Inc. 0.07% Reduce -12.8% 13,600 $2.0M
Ostrum Asset Management 0.09% Add +1.0% 13,443 $2.0M
Kentucky Retirement Systems 0.06% Reduce -6.2% 13,399 $2.0M
Arkadios Wealth Advisors 0.06% Add +6.8% 13,393 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -12.3% 12,843 $1.9M
Hartford Investment Management Co. 0.06% Reduce -1.4% 12,783 $1.9M
Modern Wealth Management, LLC 0.05% Add +2.1% 12,735 $1.9M
Merit Financial Group, LLC 0.02% Add +38.9% 12,625 $1.9M
DoubleLine ETF Adviser LP 0.59% Add +1.4% 12,470 $1.8M
Candriam S.C.A. 0.01% Reduce -5.7% 12,428 $1.8M
Paralel Advisors LLC 0.07% No change 12,350 $1.8M
Crossmark Global Holdings, Inc. 0.03% Reduce -3.2% 12,213 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +52.5% 12,119 $1.8M
Taylor Frigon Capital Management LLC 0.95% Reduce -1.3% 12,085 $1.8M
Spirit of America Management Corp. 0.37% Reduce -5.5% 11,980 $1.8M
Tran Capital Management, L.P. 0.21% No change 11,910 $1.8M
Corient Private Wealth LP 0.00% Add +10.7% 11,749 $1.7M
Brown Financial Advisors 0.67% Add +2.4% 11,654 $1.7M
AG2R La Mondiale Gestion D'actifs 0.09% Add +14.5% 11,251 $1.7M
RD Lewis Holdings, Inc. 1.67% Reduce -3.4% 11,951 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -1.8% 11,200 $1.7M
Physician Wealth Advisors, Inc. 0.26% Add +0.1% 11,073 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -1.2% 11,053 $1.6M
Fifth Third Bancorp 0.01% Reduce -7.2% 10,986 $1.6M
Presima Securities ULC 0.37% Add +3.0% 10,962 $1.6M
Lido Advisors, LLC 0.01% Add +31.9% 10,891 $1.6M
Matrix Trust Co 0.25% Add +4.8% 10,789 $1.6M
Gulf International Bank (UK) Ltd 0.06% Reduce -11.6% 10,619 $1.6M
GeoWealth Management, LLC 0.06% Add +8.4% 10,581 $1.6M
Achmea Investment Management B.V. 0.02% No change 10,506 $1.5M
Diversified Trust Co. 0.03% New 10,460 $1.5M
AlphaStar Capital Management, LLC 0.11% New 10,450 $1.5M
Maryland State Retirement & Pension System 0.03% Add +4.7% 10,239 $1.5M
Advisory Services Network, LLC 0.02% Reduce -0.0% 11,197 $1.5M
J. W. Coons Advisors, LLC 0.34% Add +10.3% 10,163 $1.5M
Clearbridge Investments, LLC 0.00% No change 10,095 $1.5M
Versor Investments LP 0.26% Add +215.7% 10,068 $1.5M
Winmill & Co. Inc. 0.41% No change 10,027 $1.5M
Tidal Investments LLC 0.01% Add +8.7% 10,014 $1.5M
Vinva Investment Management Ltd 0.04% New 10,049 $1.5M
New Mexico Educational Retirement Board 0.05% No change 9,900 $1.5M
Machina Capital S.A.S. 0.30% Add +34.8% 9,760 $1.4M
Fulton Breakefield Broenniman LLC 0.10% Reduce -3.5% 9,589 $1.4M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -1.5% 9,352 $1.4M
Symphony Financial, Ltd. Co. 0.18% New 9,475 $1.4M
Centiva Capital, LP 0.09% Add +26.3% 9,285 $1.4M
Vanderbilt University 0.26% Reduce -46.7% 9,231 $1.4M
Advisors Asset Management, Inc. 0.02% Reduce -30.4% 9,044 $1.3M
Polymer Capital Management (US) LLC 0.22% Add +80.0% 8,990 $1.3M
Ossiam 0.01% Reduce -14.1% 8,886 $1.3M
Capital Management Corp. 0.22% No change 8,850 $1.3M
United Capital Financial Advisors, LLC 0.01% Reduce -1.7% 8,825 $1.3M
King Luther Capital Management Corp. 0.01% Add +0.8% 8,723 $1.3M
Courier Capital LLC 0.08% Reduce -11.2% 8,702 $1.3M
Choreo, LLC 0.02% Reduce -2.1% 8,549 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +87.0% 8,465 $1.2M
Vident Advisory, LLC 0.01% Reduce -52.0% 8,403 $1.2M
HRT Financial LP 0.01% Reduce -83.0% 8,384 $1.2M
E. Ohman J:or Asset Management AB 0.03% Reduce -15.5% 8,366 $1.2M
Erste Asset Management GmbH 0.01% Reduce -8.7% 8,400 $1.2M
Capital International Sarl 0.02% Add +3.1% 8,304 $1.2M
Pensionfund Sabic 0.34% No change 8,255 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +2.1% 8,233 $1.2M
Howard Capital Management, LLC 0.02% Add +4.0% 8,162 $1.2M
Keybank National Association 0.00% Reduce -33.3% 8,081 $1.2M
Caisse de depot et placement du Quebec 0.00% Reduce -70.6% 8,064 $1.2M
Brighton Jones LLC 0.03% New 7,989 $1.2M
Capital Square, LLC 0.62% Reduce -1.0% 7,681 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -1.4% 7,778 $1.1M
Cascade Investment Group, Inc. 0.79% No change 7,697 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.1% 7,639 $1.1M
Dana Investment Advisors, Inc. 0.04% Add +15.5% 7,603 $1.1M
OMERS ADMINISTRATION Corp 0.01% No change 7,593 $1.1M
MAI Capital Management 0.01% Reduce -0.3% 7,561 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +3.8% 7,376 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -19.0% 7,367 $1.1M
Wedbush Securities Inc. 0.04% Reduce -1.1% 7,352 $1.1M
McDonough Capital Management, Inc 0.60% Reduce -4.8% 7,316 $1.1M
NewEdge Advisors, LLC 0.01% Add +114.5% 7,313 $1.1M
Assetmark, Inc. 0.00% Add +7.9% 7,312 $1.1M
NewEdge Wealth, LLC 0.02% Reduce -8.1% 7,510 $1.0M
Ally Financial Inc. 0.12% New 7,000 $1.0M
Focus Partners Advisor Solutions, LLC 0.01% Add +142.3% 6,936 $1.0M
ASR Vermogensbeheer N.V. 0.01% Add +2.9% 6,824 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.4% 6,770 $998K
Vestmark Advisory Solutions, Inc. 0.01% Add +43.4% 6,759 $997K
Ignite Planners, LLC 0.17% Add +5.4% 6,726 $996K
Jane Street Group, LLC 0.00% Reduce -63.3% 6,555 $966K
Tower Research Capital LLC (TRC) 0.03% Reduce -20.6% 6,461 $953K
MML Investors Services, LLC 0.00% Reduce -8.7% 6,442 $950K
Janney Montgomery Scott LLC 0.00% Add +6.8% 6,360 $938K
Lecap Asset Management Ltd. 0.33% New 6,303 $929K
B. Metzler seel. Sohn & Co. AG 0.01% No change 6,251 $922K
Archer Investment Corp 0.21% No change 6,109 $901K
Money Concepts Capital Corp. 0.06% Add +8.6% 5,969 $880K
Hummer Financial Advisory Services Inc 0.66% No change 5,920 $873K
Atria Wealth Solutions, Inc. 0.02% Reduce -5.7% 5,892 $869K
Paladin Wealth, LLC 0.67% Add +12.3% 5,849 $862K
Bridgefront Capital, LLC 0.23% Add +39.2% 5,763 $850K
Squarepoint Ops LLC 0.00% Reduce -88.6% 5,707 $841K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -6.5% 5,688 $839K
Integrated Wealth Concepts LLC 0.01% New 5,650 $833K
Quadrant Capital Group LLC 0.03% Add +90.8% 5,595 $825K
Ethic Inc. 0.01% Add +40.9% 5,639 $822K
Aviso Financial Inc. 0.04% Add +20.3% 5,435 $801K
Whalerock Point Partners, LLC 0.17% No change 5,244 $773K
LJI Wealth Management, LLC 0.13% No change 5,230 $771K
FJ Capital Management LLC 0.08% New 5,225 $770K
WASHINGTON TRUST Co 0.03% No change 5,225 $770K
GC Wealth Management RIA, LLC 0.06% Add +44.1% 5,195 $766K
Investment Management Corp of Ontario 0.01% Reduce -13.4% 5,164 $761K
AlphaCore Capital LLC 0.03% Add +53.5% 5,077 $749K
Savant Capital, LLC 0.01% Add +1.4% 5,075 $748K
Hartline Investment Corp./ 0.09% Reduce -4.0% 5,064 $747K
Essential Partners LLC 0.29% — 4,925 $726K
Empowered Funds, LLC 0.01% Add +0.0% 4,913 $724K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -10.0% 4,869 $717K
J.W. Cole Advisors, Inc. 0.02% Add +3.2% 4,831 $712K
Allstate Corp. 0.05% Reduce -85.7% 4,814 $710K
Bessemer Group Inc. 0.00% Reduce -42.3% 4,776 $705K
Acas, LLC 0.47% No change 5,081 $702K
NorthRock Partners, LLC 0.02% Add +123.2% 4,756 $701K
Glenmede Investment Management, LP 0.00% — 4,746 $700K
Mufg Securities Americas Inc. 0.06% Add +25.3% 4,703 $693K
Daiichi Life Insurance Co., Ltd. 0.02% No change 4,686 $691K
FORA Capital, LLC 0.08% Add +153.9% 4,627 $682K
Harbor Capital Advisors, Inc. 0.03% Reduce -5.6% 4,629 $682K
Ofi Invest Asset Management 0.02% Add +0.5% 5,371 $675K
Twin Capital Management Inc. 0.07% Add +23.4% 4,507 $665K
Checchi Capital Advisers, LLC 0.05% Reduce -7.1% 4,473 $660K
Penserra Capital Management LLC 0.01% Reduce -2.6% 4,476 $658K
Brown Advisory Inc. 0.00% Add +1.8% 4,431 $653K
Benjamin Edwards Inc. 0.01% Reduce -7.9% 4,382 $646K
Regions Financial Corp. 0.00% Add +1.2% 4,331 $639K
McKinley Carter Wealth Services, Inc. 0.04% No change 4,321 $637K
Apollon Wealth Management, LLC 0.01% Reduce -7.6% 4,278 $631K
Prudential PLC 0.00% Add +110.4% 4,274 $630K
Gsa Capital Partners LLP 0.04% Reduce -24.5% 4,247 $626K
DRW Securities, LLC 0.04% New 4,184 $617K
LRT Capital Management, LLC 0.37% Reduce -27.3% 4,179 $616K
Gallacher Capital Management LLC 0.28% Reduce -47.1% 4,158 $613K
Principal Securities, Inc. 0.01% Add +33.4% 4,048 $597K
Sequoia Financial Advisors, LLC 0.00% Add +44.9% 4,046 $596K
CWA Asset Management Group, LLC 0.03% Add +5.2% 4,003 $590K
&partners 0.00% Add +57.5% 3,973 $587K
Park Avenue Securities LLC 0.01% Reduce -2.9% 3,952 $583K
Clearstead Advisors, LLC 0.01% Add +32.7% 3,921 $578K
Callan Family Office, LLC 0.02% Add +183.1% 3,921 $578K
Enterprise Bank & Trust Co 0.22% No change 3,912 $577K
Buckley Wealth Management, LLC 0.17% Reduce -3.1% 3,908 $576K
EP Wealth Advisors, LLC 0.00% Reduce -5.4% 3,841 $566K
GF Fund Management Co. LTD. 0.01% Reduce -6.8% 3,743 $552K
Values First Advisors, Inc. 0.30% Reduce -0.9% 3,726 $549K
Wedge Capital Management L L P 0.01% Reduce -21.7% 3,704 $546K
Ontario Teachers Pension Plan Board 0.01% Reduce -68.4% 3,696 $545K
Two Sigma Securities, LLC 0.07% New 3,661 $540K
RFG Advisory, LLC 0.01% New 3,607 $532K
Peterson Wealth Services 0.14% New 3,554 $524K
EverSource Wealth Advisors, LLC 0.02% Add +415.7% 3,553 $524K
Douglass Winthrop Advisors, LLC 0.01% No change 3,550 $523K
Larson Financial Group LLC 0.02% Reduce -0.3% 3,532 $521K
Visionary Horizons, LLC 0.33% No change 3,500 $516K
Chicago Partners Investment Group LLC 0.01% New 3,414 $516K
Graham Capital Management, L.P. 0.02% Reduce -87.0% 3,485 $514K
Copley Financial Group, Inc. 0.38% Reduce -5.5% 3,477 $513K
Atria Investments, Inc 0.01% Reduce -12.2% 3,464 $511K
Allworth Financial LP 0.00% Add +1.8% 3,440 $507K
BCO Wealth Management LLC 0.36% Add +0.4% 3,437 $507K
Mather Group, Llc. 0.01% Reduce -5.2% 3,406 $502K
Coldstream Capital Management Inc. 0.01% Reduce -5.3% 3,325 $490K
IFP Advisors, Inc 0.01% Add +95.5% 3,319 $489K
Panagora Asset Management Inc. 0.00% Reduce -0.3% 3,303 $487K
Scientech Research LLC 0.12% Add +60.6% 3,250 $479K
Ascentis Independent Advisors 0.09% Add +1.9% 3,241 $478K
GAMMA Investing LLC 0.03% Add +10.3% 3,204 $472K
Assenagon Asset Management S.A. 0.00% Reduce -4.8% 3,161 $466K
Campbell & CO Investment Adviser LLC 0.03% Add +22.9% 3,152 $465K
Navellier & Associates Inc. 0.06% Add +1.3% 3,115 $459K
Sivia Capital Partners, LLC 0.16% New 3,099 $457K
Dynamic Technology Lab Private Ltd 0.06% New 3,075 $453K
Gryphon Financial Partners LLC 0.06% New 3,064 $452K
Siemens Fonds Invest GmbH 0.03% Add +22.3% 3,055 $450K
Prestige Wealth Management Group LLC 0.09% Reduce -2.2% 3,040 $448K
Three Seasons Wealth, LLC 0.05% No change 3,000 $442K
PharVision Advisers, LLC 0.63% Add +15.2% 2,977 $439K
Full Sail Capital, LLC 0.03% New 2,949 $435K
Wilmington Savings Fund Society, FSB 0.01% Add +18.7% 2,921 $431K
Ethos Financial Group, LLC 0.04% Add +13.0% 2,919 $430K
Los Angeles Capital Management LLC 0.00% New 2,863 $422K
Cynosure Group, LLC 0.05% Add +28.9% 2,854 $421K
Canada Post Corp Registered Pension Plan 0.02% New 2,832 $418K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -45.1% 2,823 $416K
First Merchants Corp. 0.02% No change 2,818 $415K
Orange Investment Advisors, Inc. 0.05% No change 2,812 $415K
Foster & Motley Inc. 0.02% No change 2,779 $410K
Profund Advisors LLC 0.01% Reduce -1.9% 2,776 $409K
HB Wealth Management, LLC 0.00% Reduce -10.3% 2,763 $407K
Kestra Advisory Services, LLC 0.00% Reduce -20.2% 2,716 $400K
QRG Capital Management, Inc. 0.00% Add +1.1% 2,714 $400K
Spirepoint Private Client, LLC 0.04% Reduce -0.1% 2,701 $398K
Trust Co. of Toledo NA 0.04% No change 2,695 $397K
Horst & Graben Wealth Management LLC 0.07% Reduce -0.6% 2,681 $395K
Huntington National Bank 0.00% Add +19.4% 2,647 $390K
Carmel Capital Partners, LLC 0.13% Reduce -40.8% 2,608 $385K
Waddell & Associates, LLC 0.04% New 2,597 $383K
Sandhill Capital Partners LLC 0.03% No change 2,588 $382K
Blair William & Co. 0.00% Reduce -4.6% 2,568 $379K
Intrua Financial, LLC 0.05% Reduce -20.9% 2,527 $373K
V-Square Quantitative Management LLC 0.05% Add +1.1% 2,525 $372K
Fox Run Management, L.L.C. 0.06% New 2,524 $372K
Segment Wealth Management, LLC 0.02% Add +40.1% 2,496 $368K
Level Four Advisory Services, LLC 0.01% Add +1.7% 2,495 $368K
Shell Asset Management Co. 0.01% Add +76.5% 2,466 $364K
Meeder Advisory Services, Inc. 0.02% Reduce -0.4% 2,459 $363K
Evoke Wealth, LLC 0.01% New 2,443 $360K
Aptus Capital Advisors, LLC 0.00% Add +47.2% 2,435 $359K
waypoint wealth counsel 0.18% New 2,435 $359K
Delta Capital Management LLC 0.20% No change 2,435 $359K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +12.5% 2,385 $352K
Praxis Investment Management Inc. 0.02% Reduce -15.3% 2,380 $351K
Perpetual Ltd 0.00% Reduce -1.7% 2,376 $350K
Reynders McVeigh Capital Management, LLC 0.02% No change 2,347 $346K
Glenview Trust Co 0.01% Reduce -1.4% 2,344 $346K
Waverly Advisors, LLC 0.00% Add +64.0% 2,303 $340K
Leavell Investment Management, Inc. 0.02% No change 2,297 $339K
Transcend Capital Advisors, LLC 0.03% New 2,285 $337K
Townsquare Capital LLC 0.03% Reduce -78.0% 2,253 $332K
American Investment Services, Inc. 0.08% Add +1.7% 2,249 $332K
Greenleaf Trust 0.00% Reduce -13.8% 2,249 $332K
Choate Investment Advisors 0.01% Add +0.0% 2,232 $329K
Kestra Private Wealth Services, LLC 0.00% Add +1.8% 2,223 $328K
Loudon Investment Management, LLC 0.18% Reduce -6.3% 2,215 $327K
Wolverine Trading, LLC 0.01% Reduce -32.7% 2,201 $321K
Independent Financial Group, LLC 0.01% New 2,154 $318K
Independent Advisor Alliance 0.01% Add +5.2% 2,129 $314K
Legacy Wealth Asset Management, LLC 0.08% Add +1.1% 2,127 $314K
One Capital Management, LLC 0.01% Reduce -4.0% 2,110 $311K
Cigna Investments Inc. 0.05% Reduce -1.5% 2,082 $307K
Fiduciary Group, LLC 0.03% No change 2,071 $305K
Clifford Swan Investment Counsel LLC 0.01% Add +0.1% 2,029 $299K
Whittier Trust Co. 0.00% Add +6.8% 2,024 $298K
Cetera Trust Company, N.A 0.18% Add +2.5% 2,021 $298K
Snowden Capital Advisors LLC 0.01% Reduce -11.3% 2,011 $297K
Sagespring Wealth Partners, LLC 0.01% Reduce -14.1% 2,010 $296K
Jones Financial Companies LLLP 0.00% Add +27.3% 2,026 $295K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.0% 2,003 $295K
Bison Wealth, LLC 0.02% New 1,949 $293K
Wedmont Private Capital 0.01% Add +11.4% 1,956 $291K
Abn Amro Investment Solutions 0.01% No change 1,949 $287K
Greenfield Seitz Capital Management, LLC 0.10% No change 1,942 $286K
Bryant Woods Investment Advisors, LLC 0.12% No change 1,936 $285K
Parcion Private Wealth LLC 0.02% New 1,926 $284K
Adams Wealth Management 0.05% Reduce -66.6% 1,924 $284K
CacheTech Inc. 0.05% Reduce -66.6% 1,924 $284K
Federated Hermes, Inc. 0.00% Reduce -0.5% 1,923 $284K
Arete Wealth Advisors, LLC 0.02% Reduce -1.7% 1,917 $283K
D.A. Davidson & Co. 0.00% No change 1,895 $279K
Main Street Financial Solutions, LLC 0.02% Add +0.1% 1,873 $276K
Canandaigua National Bank & Trust Co. 0.03% No change 1,869 $276K
GTS Securities LLC 0.01% New 1,864 $275K
Kera Capital Partners, Inc. 0.05% New 1,855 $274K
Naples Global Advisors, LLC 0.02% No change 1,840 $271K
Phocas Financial Corp. 0.04% Reduce -1.7% 1,826 $269K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Add +4.6% 1,825 $269K
Bailard, Inc. 0.01% Reduce -0.3% 1,813 $267K
Equitable Holdings, Inc. 0.00% Reduce -1.1% 1,811 $267K
NorthCrest Asset Manangement, LLC 0.01% New 1,722 $263K
Vise Technologies, Inc. 0.01% — 1,779 $262K
Earned Wealth Advisors, LLC 0.05% New 1,769 $261K
MBB Public Markets I LLC 0.03% Reduce -18.4% 1,767 $261K
Baird Financial Group, Inc. 0.00% Add +0.7% 1,753 $258K
Clarius Group, LLC 0.01% Reduce -4.9% 1,751 $258K
Beaton Management Co. Inc. 0.13% No change 1,750 $258K
D'Orazio & Associates, Inc. 0.04% Reduce -7.0% 1,726 $254K
First Citizens Bank & Trust Co. 0.00% Reduce -2.2% 1,707 $252K
Waterloo Capital, L.P. 0.02% New 1,707 $252K
Pathway Financial Advisers, LLC 0.08% Reduce -3.1% 1,699 $251K
Fiduciary Family Office, LLC 0.08% New 1,694 $250K
Fulcrum Capital LLC 0.05% No change 1,693 $250K
Compound Planning, Inc. 0.01% Add +20.7% 1,691 $249K
Parsons Capital Management Inc. 0.02% No change 1,677 $247K
Signaturefd, LLC 0.00% Add +42.8% 1,668 $246K
Capital Analysts, LLC 0.01% Reduce -2.8% 1,661 $245K
Farmers & Merchants Investments Inc. 0.01% Add +0.3% 1,647 $243K
Auxano Advisors, LLC 0.06% Reduce -1.2% 1,625 $240K
Charter Research & Investment Group, Inc. 0.18% No change 1,610 $237K
Journey Strategic Wealth LLC 0.01% New 1,599 $236K
Berry Wealth Group, LP 0.16% Add +9.7% 1,591 $235K
Patton Fund Management, Inc. 0.05% New 1,561 $230K
Farther Finance Advisors, LLC 0.00% Add +6.5% 1,559 $230K
Fulton Bank, N.A. 0.01% Reduce -0.3% 1,556 $229K
Gilman Hill Asset Management, LLC 0.04% Add +3.9% 1,550 $229K
Sheets Smith Wealth Management 0.03% No change 1,541 $227K
Carnegie Investment Counsel 0.00% Reduce -13.8% 1,535 $226K
Northwestern Mutual Wealth Management Co. 0.00% Add +18.2% 1,534 $226K
SYM FINANCIAL Corp 0.03% New 1,530 $226K
Kaufman Rossin Wealth, LLC 0.14% New 1,529 $225K
Ballentine Partners, LLC 0.00% New 1,493 $220K
Ramirez Asset Management, Inc. 0.03% No change 1,483 $219K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 1,481 $218K
Stiles Financial Services Inc 0.08% No change 1,481 $218K
Turtle Creek Wealth Advisors, LLC 0.03% New 1,480 $218K
Advisory Alpha, LLC 0.01% Reduce -5.1% 1,474 $217K
First Manhattan Co. Llc. 0.00% No change 1,457 $215K
Brooklyn Investment Group 0.03% Add +28.8% 1,457 $215K
Astoria Portfolio Advisors LLC. 0.06% Reduce -0.1% 1,426 $215K
Cresset Asset Management, LLC 0.00% New 1,449 $214K
Simplicity Wealth,LLC 0.01% New 1,441 $212K
City National Bank of Florida 0.15% New 1,441 $212K
HM Payson & Co. 0.00% No change 1,419 $209K
First Western Trust Bank 0.01% No change 1,410 $208K
Geneos Wealth Management Inc. 0.01% Reduce -37.9% 1,398 $206K
QTR Family Wealth, LLC 0.13% New 1,390 $205K
Marco Investment Management LLC 0.02% No change 1,390 $205K
Sigma Planning Corp 0.01% Reduce -8.1% 1,387 $205K
Northwest Bancshares, Inc. 0.04% New 1,386 $204K
Tempus Wealth Planning, LLC 0.05% No change 1,372 $202K
Stephens Inc. 0.00% Reduce -3.0% 1,372 $202K
Blueshift Asset Management, LLC 0.06% Reduce -31.2% 1,371 $202K
Walleye Trading LLC 0.00% Reduce -53.9% 1,291 $190K
Lazard Asset Management LLC 0.00% Add +5.4% 1,198 $175K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.1% 1,176 $173K
Virtus Investment Advisers, LLC 0.06% Add +15.2% 1,175 $173K
Generali Investments, Management Co LLC 0.04% New 1,152 $170K
Smartleaf Asset Management LLC 0.01% Reduce -4.0% 1,141 $166K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,100 $162K
CX Institutional 0.01% Add +28.1% 1,098 $162K
Plato Investment Management Ltd 0.01% Add +1062.8% 1,093 $161K
Parvin Asset Management, LLC 0.16% Add +38.4% 1,081 $159K
CI Investments Inc. 0.00% Reduce -3.2% 1,069 $158K
Strategic Wealth Partners, Ltd. 0.01% — 1,052 $155K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +15.4% 1,050 $155K
Parallel Advisors, LLC 0.00% Add +5.3% 1,022 $151K
Quarry LP 0.04% Reduce -44.6% 983 $145K
Leonteq Securities AG 0.01% Reduce -26.5% 972 $143K
CVA Family Office, LLC 0.02% Reduce -5.0% 963 $142K
TCTC Holdings, LLC 0.00% No change 954 $141K
Bellevue Asset Management, LLC 0.07% Add +0.1% 942 $139K
Y.D. More Investments Ltd 0.01% Add +25.4% 944 $138K
Salem Investment Counselors Inc. 0.00% No change 896 $132K
Exchange Traded Concepts, LLC 0.00% Reduce -4.5% 892 $132K
Arax Advisory Partners 0.01% Reduce -2.5% 887 $131K
Blue Trust, Inc. 0.00% Add +3.5% 868 $128K
HHM Wealth Advisors, LLC 0.02% Reduce -0.1% 860 $127K
Brown Brothers Harriman & Co. 0.00% Add +34.8% 817 $120K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -3.2% 817 $120K
Hilltop National Bank 0.03% — 756 $111K
DiNuzzo Private Wealth, Inc. 0.01% No change 715 $105K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 706 $104K
CoreCap Advisors, LLC 0.00% Reduce -22.7% 703 $104K
Sound Income Strategies, LLC 0.01% Add +1417.4% 698 $103K
Cromwell Holdings LLC 0.06% Add +3.6% 687 $101K
Covestor Ltd 0.06% Reduce -21.9% 681 $101K
Global X Japan Co., Ltd. 0.01% Add +21.9% 680 $100K
ESL Trust Services, LLC 0.02% No change 671 $99K
Sherman Asset Management, Inc. 0.08% No change 626 $92K
MUFG Securities EMEA plc 0.00% New 625 $92K
CENTRAL TRUST Co 0.00% No change 618 $91K
UMB Bank, n.a. 0.00% Reduce -17.3% 614 $91K
Parkside Financial Bank & Trust 0.01% Add +0.3% 604 $89K
Lanark Financial, Inc. 0.01% Add +281.3% 610 $89K
Spire Wealth Management 0.00% Reduce -45.5% 601 $89K
Fiduciary Wealth Partners, LLC 0.08% Reduce -53.7% 600 $88K
Catalyst Capital Advisors LLC 0.00% New 600 $88K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -13.0% 574 $85K
Generali Asset Management SPA SGR 0.00% No change 561 $83K
CYBER HORNET ETFs LLC 0.06% New 555 $82K
Muzinich & Co., Inc. 0.04% No change 548 $81K
Ameritas Advisory Services, LLC 0.00% New 511 $75K
Cornerstone Advisors, LLC 0.00% No change 500 $74K
Global Retirement Partners, LLC 0.00% — 454 $67K
Manchester Capital Management LLC 0.01% Reduce -2.2% 438 $65K
American National Bank & Trust 0.01% No change 400 $59K
Mechanics Financial Corp 0.02% No change 389 $57K
Group One Trading LLC 0.00% New 389 $57K
Armstrong Advisory Group, Inc. 0.00% Reduce -8.1% 384 $57K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +27.8% 372 $55K
Fulcrum Asset Management LLP 0.02% — 364 $54K
Asset Planning,Inc 0.04% No change 350 $52K
Zions Bancorporation, National Association 0.00% Reduce -1.2% 332 $49K
Smithfield Trust Co 0.00% No change 309 $46K
Rothschild Investment LLC 0.00% Reduce -1.3% 304 $45K
Hantz Financial Services, Inc. 0.00% Add +19.1% 281 $41K
MTM Investment Management, LLC 0.01% New 260 $38K
Elevation Point Wealth Partners, LLC 0.00% New 253 $37K
Hemington Wealth Management 0.00% Reduce -5.7% 233 $34K
Bruce G. Allen Investments, LLC 0.02% Reduce -21.8% 201 $30K
Chung Wu Investment Group, LLC 0.03% New 200 $29K
Alpine Bank Wealth Management 0.00% Reduce -65.6% 200 $29K
Tobam 0.01% Reduce -37.7% 192 $28K
Meeder Asset Management Inc. 0.00% Add +145.4% 189 $28K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -98.9% 188 $28K
Centerpoint Advisors, LLC 0.01% Add +1.1% 183 $27K
Capital Advisors, Ltd. LLC 0.00% Add +13.0% 183 $27K
NFSG Corp 0.00% No change 180 $27K
Creative Financial Designs Inc. 0.00% Add +45.8% 172 $25K
Golden State Wealth Management, LLC 0.00% No change 159 $23K
Park Square Financial Group, LLC 0.02% No change 150 $22K
Private Wealth Management Group, LLC 0.01% Add +5.0% 146 $22K
Summit Securities Group LLC 0.01% New 143 $21K
DT Investment Partners, LLC 0.00% No change 142 $21K
NewSquare Capital LLC 0.00% Add +52.2% 140 $21K
Bank of New Hampshire 0.01% No change 138 $20K
State of Wyoming 0.00% New 136 $20K
Caldwell Trust Co 0.00% No change 134 $20K
Versant Capital Management, Inc 0.00% Reduce -11.3% 133 $20K
Rise Advisors, LLC 0.01% Add +0.8% 129 $19K
GW&K Investment Management, LLC 0.00% Add +19.1% 131 $19K
Sunbelt Securities, Inc. 0.00% No change 119 $18K
TD Private Client Wealth LLC 0.00% Add +15.0% 115 $17K
True Wealth Design, LLC 0.01% Reduce -72.0% 101 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $15K
Johnson Financial Group, Inc. 0.00% Reduce -94.5% 100 $15K
Heritage Wealth Advisors 0.00% No change 100 $15K
Bogart Wealth, LLC 0.00% Add +175.0% 99 $15K
Dynamic Wealth Strategies, LLC 0.01% Reduce -50.5% 97 $14K
Harbour Investments, Inc. 0.00% Reduce -6.9% 95 $14K
Missouri Trust & Investment Co 0.00% No change 90 $13K
Twin Peaks Wealth Advisors, LLC 0.00% New 87 $12K
MV Capital Management, Inc. 0.00% Reduce -10.2% 79 $12K
REAP Financial Group, LLC 0.00% New 75 $11K
Tsfg, LLC 0.00% No change 75 $11K
Logan Capital Management Inc. 0.00% Reduce -75.8% 73 $11K
Bell Investment Advisors, Inc 0.00% Add +10.8% 72 $11K
Private Trust Co. NA 0.00% Reduce -42.4% 72 $11K
SouthState Bank Corp 0.00% Reduce -21.7% 72 $11K
Elevation Wealth Partners, LLC 0.00% No change 65 $10K
Washington Trust Advisors, Inc. 0.00% No change 65 $10K
LRI Investments, LLC 0.00% No change 64 $9K
Fortitude Family Office, LLC 0.00% Reduce -6.7% 56 $8K
Gould Capital, LLC 0.01% No change 55 $8K
Dogwood Wealth Management LLC 0.00% Add +440.0% 54 $8K
Avion Wealth 0.00% Add +51.3% 59 $8K
Plante Moran Financial Advisors, LLC 0.00% No change 51 $8K
Byrne Asset Management LLC 0.01% No change 50 $7K
Rosenberg Matthew Hamilton 0.00% Add +0.0% 49 $7K
Evolution Advisers, Inc. 0.00% No change 50 $7K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -4.3% 45 $7K
Howard Hughes Medical Institute 0.00% New 45 $7K
Deseret Mutual Benefit Administrators 0.00% New 42 $6K
Red Tortoise LLC 0.00% No change 39 $6K
Financial Management Professionals, Inc. 0.00% No change 39 $6K
Glen Eagle Advisors, LLC 0.00% No change 34 $5K
Key Financial Inc 0.00% No change 31 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 30 $4K
Cornerstone Planning Group LLC 0.00% Add +45.0% 29 $4K
Wolff Wiese Magana LLC 0.00% No change 27 $4K
Trust Co. of Vermont 0.00% Reduce -52.7% 26 $4K
Legacy Investment Solutions, LLC 0.00% — 25 $4K
Legacy Wealth Managment, LLC 0.00% No change 25 $4K
Kilter Group LLC 0.00% New 25 $4K
Sachetta, LLC 0.00% Add +25.0% 25 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $4K
Gold Investment Management Ltd. 0.00% No change 24 $4K
WealthTrak Capital Management LLC 0.00% Add +35.3% 23 $3K
Indiana Trust & Investment Management Co 0.00% No change 22 $3K
West Branch Capital LLC 0.00% No change 22 $3K
Darwin Wealth Management, LLC 0.00% No change 21 $3K
TD Waterhouse Canada Inc. 0.00% No change 20 $3K
Abound Wealth Management 0.00% No change 20 $3K
Ancora Advisors LLC 0.00% New 20 $3K
Bare Financial Services, Inc 0.00% Add +111.1% 19 $3K
Investors Research Corp 0.00% No change 19 $3K
Harbor Investment Advisory, LLC 0.00% No change 19 $3K
1620 Investment Advisors, Inc. 0.00% New 18 $3K
Raffa Wealth Management, LLC 0.00% No change 18 $3K
Rossby Financial, LCC 0.00% New 17 $3K
Independence Bank of Kentucky 0.00% No change 17 $3K
CBIZ Investment Advisory Services, LLC 0.00% Add +183.3% 17 $3K
Motco 0.00% No change 18 $2K
Iron Horse Wealth Management, LLC 0.00% No change 15 $2K
Grove Bank & Trust 0.00% New 14 $2K
First Horizon Advisors, Inc. 0.00% No change 14 $2K
Hollencrest Capital Management 0.00% No change 13 $2K
Strengthening Families & Communities, LLC 0.00% Add +33.3% 12 $2K
Dunhill Financial, LLC 0.00% Reduce -56.0% 11 $2K
Cullen/Frost Bankers, Inc. 0.00% New 11 $2K
North Capital, Inc. 0.00% No change 11 $2K
Clark Wealth Partners 0.00% No change 11 $2K
Tortoise Investment Management, LLC 0.00% New 11 $2K
TFC Financial Management, Inc. 0.00% Reduce -26.7% 11 $2K
Hughes Financial Services, LLC 0.00% Reduce -26.7% 11 $2K
AdvisorNet Financial, Inc 0.00% Reduce -83.0% 9 $1K
IMG Wealth Management, Inc. 0.00% New 9 $1K
Salomon & Ludwin, LLC 0.00% No change 8 $1K
Sierra Ocean, LLC 0.00% Reduce -75.0% 8 $1K
Rialto Wealth Management, LLC 0.00% New 8 $1K
Princeton Global Asset Management LLC 0.00% New 8 $1K
Colonial Trust Co / SC 0.00% Add +100.0% 8 $1K
ORG Partners LLC 0.00% Add +40.0% 7 $1K
Stephens Consulting, LLC 0.00% New 7 $1K
BOK Financial Private Wealth, Inc. 0.00% No change 7 $1K
Whipplewood Advisors, LLC 0.00% Reduce -70.8% 7 $1K
Aspect Partners, LLC 0.00% Reduce -12.5% 7 $1K
Nvwm, LLC 0.00% Add +75.0% 7 $1K
Activest Wealth Management 0.00% Reduce -56.3% 7 $1K
Clearstead Trust, LLC 0.00% New 6 $885
Ameriflex Group, Inc. 0.00% No change 6 $874
Brown, Lisle/Cummings, Inc. 0.00% No change 4 $590
Highline Wealth Partners LLC 0.00% Reduce -71.4% 4 $590
Capital A Wealth Management, LLC 0.01% New 3 $481
American Capital Advisory, LLC 0.00% Reduce -25.0% 3 $443
Quaker Wealth Management, LLC 0.00% — 3 $443
Principia Wealth Advisory, LLC 0.00% No change 3 $442
Total Investment Management Inc. 0.00% New 3 $442
Parkworth Wealth Management, Inc. 0.00% New 2 $295
Arlington Trust Co LLC 0.00% New 2 $295
Bokf, NA 0.00% No change 2 $295
Quest 10 Wealth Builders, Inc. 0.00% No change 2 $271
Retirement Wealth Solutions LLC 0.00% No change 1 $148
Private Wealth Asset Management, LLC 0.00% Reduce -90.0% 1 $147
Ogorek Anthony Joseph /NY/ 0.00% No change 3 $0

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