Extra Space StorageEXR
13F holders, Q3 2025 (September 30)793holders −16
71new positions
83sold out
7famous investors
$140.72avg. 13F price*
At the end of Q3 2025, 793 institutions reported holding Extra Space Storage Inc. (EXR) in their 13F filings, down 16 from Q2 2025. 71 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($4.9B), BlackRock, Inc. ($3.0B) and Cohen & Steers, Inc. ($2.0B). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Extra Space Storage Inc.
- Sector
- Real Estate
- CUSIP
- 30225T102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $141.7M |
| Exits | 83 | $349.7M |
All 13F filers, Q2 2025 → Q3 2025: 11,431,519 shares bought and 11,325,369 shares sold, net +106,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 793 holders
| Vanguard Group Inc. | 0.07% | Add +0.5% | 34,430,823 | $4.9B |
| BlackRock, Inc. | 0.05% | Reduce -0.2% | 21,405,836 | $3.0B |
| Cohen & Steers, Inc. | 3.59% | Add +0.5% | 14,090,661 | $2.0B |
| State Street Corp. | 0.07% | Add +1.7% | 13,910,878 | $2.0B |
| Capital World Investors | 0.14% | Add +0.5% | 7,161,360 | $1.0B |
| Principal Financial Group Inc. | 0.48% | Add +6.4% | 6,715,901 | $946.5M |
| Geode Capital Management, LLC | 0.05% | Add +1.6% | 5,889,197 | $826.8M |
| JPMorgan Chase & Co. | 0.03% | Reduce -14.3% | 3,866,863 | $545.0M |
| Capital International Investors | 0.08% | Add +1.0% | 3,597,740 | $507.1M |
| Dimensional Fund Advisors LP | 0.09% | Add +1.9% | 3,114,662 | $439.0M |
| Invesco Ltd. | 0.07% | Reduce -12.9% | 2,960,671 | $417.3M |
| Centersquare Investment Management LLC | 4.14% | Add +8.4% | 2,920,697 | $411.6M |
| Northern Trust Corp. | 0.05% | Add +0.8% | 2,867,036 | $404.1M |
| Resolution Capital Ltd | 7.74% | Add +44.7% | 2,823,469 | $397.9M |
| Massachusetts Financial Services Co. | 0.12% | Reduce -10.3% | 2,749,323 | $387.5M |
| Daiwa Securities Group Inc. | 1.24% | Reduce -2.6% | 2,590,092 | $365.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +1.5% | 2,570,899 | $362.3M |
| APG Asset Management US Inc. | 2.64% | No change | 2,533,561 | $357.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.61% | Add +27.9% | 2,413,454 | $340.2M |
| Deutsche Bank AG | 0.11% | Add +194.6% | 2,283,475 | $321.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +900.0% | 2,187,795 | $308.3M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -16.2% | 2,146,000 | $302.5M |
| Legal & General Group Plc | 0.06% | Reduce -2.3% | 2,049,823 | $288.9M |
| Nuveen, LLC | 0.07% | Reduce -7.6% | 1,774,394 | $250.1M |
| Morgan Stanley | 0.01% | Reduce -2.7% | 1,715,256 | $241.7M |
| First Eagle Investment Management, LLC | 0.41% | Reduce -0.4% | 1,577,249 | $222.3M |
| AQR Capital Management | 0.14% | Add +0.5% | 1,508,524 | $212.6M |
| Canada Pension Plan Investment Board | 0.14% | Add +27.6% | 1,458,057 | $205.5M |
| PGGM Investments | 3.32% | Add +5.4% | 1,457,774 | $205.5M |
| Russell Investments Group, Ltd. | 0.23% | Add +85.7% | 1,441,444 | $203.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.0% | 1,310,510 | $184.7M |
| FMR LLC | 0.01% | Reduce -3.3% | 1,292,629 | $182.2M |
| CBRE Investment Management Listed Real Assets LLC | 2.58% | Add +3.0% | 1,281,480 | $180.6M |
| Boston Partners | 0.15% | Add +2.1% | 1,026,176 | $144.6M |
| Marshall Wace, LLP | 0.16% | Reduce -31.6% | 1,010,699 | $142.4M |
| UBS Group AG | 0.03% | Reduce -19.4% | 995,053 | $140.2M |
| Alliancebernstein L.P. | 0.04% | Add +55.9% | 956,602 | $134.8M |
| Sei Investments Co. | 0.12% | Add +4.6% | 810,670 | $114.3M |
| Barclays PLC | 0.04% | Add +96.1% | 773,852 | $109.1M |
| HSBC Holdings PLC | 0.06% | Add +27.9% | 772,336 | $108.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -16.3% | 674,350 | $95.0M |
| Amundi | 0.03% | Reduce -16.3% | 645,771 | $91.4M |
| Bank of America Corp. | 0.01% | Reduce -3.6% | 634,136 | $89.4M |
| Swiss National Bank | 0.05% | Reduce -4.8% | 611,727 | $86.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +6.2% | 589,426 | $83.1M |
| Thrivent Financial for Lutherans | 0.17% | Add +38.2% | 589,271 | $83.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.13% | Reduce -7.6% | 522,569 | $73.7M |
| CANADA LIFE ASSURANCE Co | 0.10% | Add +4.4% | 488,158 | $69.0M |
| Prudential Financial Inc. | 0.08% | Reduce -29.5% | 473,292 | $66.7M |
| Pictet Asset Management Holding SA | 0.06% | Add +0.1% | 467,409 | $65.9M |
| Macquarie Group Ltd. | 0.08% | Add +2.2% | 462,199 | $65.1M |
| STRS Ohio | 0.23% | Add +5.9% | 445,133 | $62.7M |
| Voya Investment Management LLC | 0.07% | Reduce -7.0% | 419,867 | $59.2M |
| Rhumbline Advisers | 0.05% | Reduce -7.8% | 408,257 | $57.5M |
| Asset Management One Co., Ltd. | 0.17% | Add +1.0% | 406,237 | $57.3M |
| American Century Companies Inc. | 0.03% | Add +0.5% | 399,463 | $56.3M |
| California Public Employees Retirement System | 0.03% | Add +1.7% | 393,427 | $55.4M |
| Ameriprise Financial Inc. | 0.01% | Add +13.4% | 410,741 | $55.0M |
| Nomura Asset Management Co. Ltd. | 0.14% | Add +2.2% | 381,552 | $53.8M |
| BNP Paribas Financial Markets | 0.04% | Add +10.5% | 368,788 | $52.0M |
| Public Employees Retirement System of Ohio | 0.16% | Reduce -0.8% | 365,895 | $51.6M |
| Wells Fargo & Company | 0.01% | Add +7.5% | 362,125 | $51.0M |
| Schroder Investment Management Group | 0.04% | Add +1633.5% | 355,515 | $50.3M |
| Ruffer LLP | 2.64% | New | 336,942 | $47.5M |
| National Pension Service | 0.04% | Add +3.7% | 330,952 | $46.6M |
| Capital Research Global Investors | 0.01% | Reduce -24.3% | 322,314 | $45.4M |
| California State Teachers Retirement System | 0.05% | Reduce -2.0% | 313,462 | $44.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.9% | 312,639 | $44.1M |
| Millennium Management | 0.03% | Reduce -30.4% | 281,773 | $39.7M |
| Royal Bank of Canada | 0.01% | Reduce -10.8% | 279,452 | $39.4M |
| Heitman Real Estate Securities LLC | 2.69% | Reduce -32.8% | 279,048 | $39.3M |
| Brookfield Corp | 0.04% | Add +4.5% | 273,873 | $38.6M |
| AXA Investment Managers S.A. | 0.10% | — | 269,325 | $38.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.21% | Add +11.5% | 262,498 | $37.0M |
| Aberdeen Group plc | 0.05% | Add +5.6% | 243,293 | $34.4M |
| Woodline Partners LP | 0.16% | Add +958.1% | 242,886 | $34.2M |
| Neuberger Berman Group LLC | 0.02% | Add +12.5% | 238,848 | $33.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -6.4% | 238,200 | $33.6M |
| Focus Partners Wealth | 0.05% | Add +46.5% | 234,630 | $32.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.5% | 230,653 | $32.5M |
| Citigroup Inc. | 0.02% | Reduce -21.3% | 230,108 | $32.4M |
| State of New Jersey Common Pension Fund D | 0.11% | Add +1.0% | 218,939 | $30.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.65% | No change | 218,563 | $30.8M |
| Alyeska Investment Group, L.P. | 0.09% | Reduce -62.0% | 210,779 | $29.7M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -4.5% | 198,648 | $28.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +4.6% | 193,931 | $27.3M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -5.2% | 193,429 | $27.3M |
| Cibc World Market Inc. | 0.06% | Add +19.4% | 190,863 | $26.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -41.8% | 189,694 | $26.7M |
| New York State Teachers Retirement System | 0.05% | Reduce -0.1% | 178,451 | $25.2M |
| Franklin Resources Inc. | 0.01% | Add +10.4% | 175,772 | $24.8M |
| Gradient Investments LLC | 0.41% | Reduce -23.9% | 175,026 | $24.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +34.9% | 173,323 | $24.4M |
| Swedbank AB | 0.02% | Add +0.3% | 171,931 | $24.2M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.2% | 166,066 | $23.4M |
| Hazelview Securities Inc. | 4.28% | New | 161,130 | $22.7M |
| Aviva PLC | 0.04% | Add +1.0% | 160,196 | $22.6M |
| CIBC Bancorp USA Inc. | 0.13% | — | 155,067 | $21.9M |
| Silvercrest Asset Management Group LLC | 0.14% | Reduce -7.9% | 152,727 | $21.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -15.0% | 151,349 | $21.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.18% | Reduce -1.9% | 142,444 | $20.1M |
| Pacer Advisors, Inc. | 0.05% | Reduce -12.3% | 138,451 | $19.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -34.6% | 138,251 | $19.5M |
| Land & Buildings Investment Management, LLC | 3.56% | Reduce -23.8% | 137,562 | $19.4M |
| Bank of Montreal | 0.01% | Add +19.7% | 137,235 | $19.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +43.9% | 133,249 | $18.8M |
| State of Tennessee, Department of Treasury | 0.06% | Add +14.4% | 132,410 | $18.7M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -57.5% | 132,034 | $18.6M |
| National Bank of Canada | 0.02% | Reduce -26.6% | 131,520 | $18.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.7% | 128,090 | $18.1M |
| Resona Asset Management Co.,Ltd. | 0.09% | Add +6.6% | 127,235 | $18.0M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +7.0% | 126,972 | $17.9M |
| Uniplan Investment Counsel, Inc. | 1.81% | Add +0.4% | 126,338 | $17.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -3.0% | 126,131 | $17.8M |
| Toronto Dominion Bank | 0.03% | Reduce -1.1% | 126,030 | $17.8M |
| State of Alaska, Department of Revenue | 0.18% | Reduce -0.8% | 125,955 | $17.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.11% | Add +67.2% | 125,687 | $17.7M |
| Argent Capital Management LLC | 0.48% | Reduce -0.2% | 124,985 | $17.6M |
| APG Asset Management N.V. | 0.05% | No change | 146,590 | $17.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -17.6% | 123,482 | $17.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -1.5% | 122,664 | $17.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.08% | Reduce -0.2% | 120,083 | $16.9M |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 118,517 | $16.7M |
| Vestmark Advisory Solutions, Inc. | 0.32% | Add +1635.6% | 117,311 | $16.5M |
| Zurich Insurance Group Ltd | 0.12% | New | 115,993 | $16.3M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 114,837 | $16.1M |
| Van Eck Associates Corp. | 0.01% | Add +9.4% | 113,532 | $16.0M |
| Elevation Point Wealth Partners, LLC | 1.11% | Add +44449.4% | 112,710 | $15.9M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.3% | 112,341 | $15.8M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -3.4% | 108,324 | $15.3M |
| Handelsbanken Fonder AB | 0.05% | Reduce -6.2% | 107,490 | $15.2M |
| Danske Bank A/S | 0.04% | Add +2.3% | 100,517 | $14.2M |
| Public Employees Retirement Association of Colorado | 0.05% | Reduce -0.1% | 100,264 | $14.1M |
| Vert Asset Management LLC | 4.59% | Add +3.8% | 96,921 | $13.7M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -3.8% | 94,715 | $13.3M |
| Stifel Financial Corp. | 0.01% | Add +12.1% | 93,178 | $13.1M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -0.4% | 91,170 | $12.8M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -16.5% | 90,402 | $12.7M |
| Teacher Retirement System of Texas | 0.05% | Add +21.0% | 89,750 | $12.6M |
| Tudor Investment Corporation | 0.08% | Reduce -23.5% | 86,445 | $12.2M |
| Storebrand Asset Management As | 0.03% | Add +1.3% | 84,879 | $12.0M |
| Gotham Asset Management | 0.05% | Reduce -22.6% | 84,424 | $11.9M |
| UniSuper Management Pty Ltd | 0.07% | Add +5.7% | 84,139 | $11.9M |
| Susquehanna Fundamental Investments, LLC | 0.46% | No change | 83,825 | $11.8M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -87.3% | 83,203 | $11.7M |
| Brookstone Capital Management | 0.13% | Add +9.4% | 76,652 | $10.8M |
| TD Asset Management Inc | 0.01% | Reduce -13.5% | 74,961 | $10.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.08% | Add +2.2% | 73,832 | $10.4M |
| IFM Investors Pty Ltd | 0.09% | Add +0.6% | 74,355 | $10.4M |
| KLP Kapitalforvaltning As | 0.04% | No change | 73,280 | $10.3M |
| Citadel Advisors | 0.01% | Reduce -92.0% | 71,686 | $10.1M |
| 1832 Asset Management L.P. | 0.02% | Add +13.1% | 71,355 | $10.1M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | Add +245.3% | 66,237 | $9.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Add +3.1% | 65,890 | $9.3M |
| SG Americas Securities, LLC | 0.03% | Reduce -79.7% | 64,378 | $9.1M |
| Korea Investment CORP | 0.02% | Reduce -46.0% | 64,020 | $9.0M |
| Cerity Partners LLC | 0.01% | Add +74.4% | 63,213 | $8.9M |
| Arizona State Retirement System | 0.05% | Add +1.1% | 62,709 | $8.8M |
| Credit Agricole S A | 0.03% | — | 61,875 | $8.7M |
| Guggenheim Capital LLC | 0.06% | Reduce -2.7% | 61,521 | $8.7M |
| Quantinno Capital Management LP | 0.02% | Add +75.3% | 59,946 | $8.4M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.5% | 58,576 | $8.3M |
| Nissay Asset Management Corp. /Japan | 0.05% | Reduce -0.3% | 58,078 | $8.2M |
| New Age Alpha Advisors, LLC | 0.34% | Reduce -3.6% | 57,433 | $8.1M |
| State of Michigan Retirement System | 0.04% | Reduce -0.5% | 57,379 | $8.1M |
| Cetera Investment Advisers | 0.01% | Add +50.0% | 57,046 | $8.0M |
| Masterton Capital Management, LP | 4.26% | New | 55,100 | $7.8M |
| Davis Selected Advisers | 0.04% | Reduce -3.0% | 55,055 | $7.8M |
| Metis Global Partners, LLC | 0.18% | Add +28.4% | 54,950 | $7.7M |
| Czech National Bank | 0.05% | Add +3.9% | 53,909 | $7.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -38.1% | 53,038 | $7.5M |
| Wealthfront Advisers LLC | 0.02% | Add +2.6% | 50,960 | $7.2M |
| Westwood Holdings Group Inc. | 0.05% | Add +1.4% | 50,747 | $7.2M |
| Bank of Nova Scotia | 0.01% | Add +79.3% | 49,690 | $7.0M |
| Ieq Capital, LLC | 0.02% | Reduce -61.6% | 49,453 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 48,776 | $6.9M |
| NEOS Investment Management LLC | 0.05% | Add +69.9% | 45,980 | $6.5M |
| Wellington Management Group LLP | 0.00% | Reduce -33.4% | 45,806 | $6.5M |
| Public Sector Pension Investment Board | 0.02% | Add +4.9% | 45,757 | $6.4M |
| Westpac Banking Corp. | 0.39% | Add +9.8% | 45,104 | $6.4M |
| Forsta Ap-Fonden | 0.04% | Add +7.7% | 45,000 | $6.3M |
| ProShare Advisors LLC | 0.01% | Add +1.5% | 44,433 | $6.3M |
| Lighthouse Investment Partners, LLC | 0.22% | Reduce -2.7% | 43,700 | $6.2M |
| Liberty One Investment Management, LLC | 0.35% | Add +33.3% | 43,626 | $6.1M |
| Captrust Financial Advisors | 0.01% | Reduce -6.4% | 43,388 | $6.1M |
| USS Investment Management Ltd | 0.03% | No change | 43,042 | $6.1M |
| Chilton Capital Management LLC | 0.20% | Reduce -0.1% | 43,010 | $6.1M |
| Jain Global LLC | 0.08% | New | 41,944 | $5.9M |
| SummitTX Capital, L.P. | 0.25% | New | 41,814 | $5.9M |
| Cwm, LLC | 0.02% | Reduce -2.0% | 41,537 | $5.9M |
| Natixis | 0.03% | Reduce -5.3% | 40,633 | $5.7M |
| Amalgamated Bank | 0.04% | Reduce -1.7% | 40,346 | $5.7M |
| DNB Asset Management AS | 0.02% | Add +0.0% | 39,583 | $5.6M |
| GSI Capital Advisors LLC | 3.13% | New | 39,266 | $5.5M |
| Fisher Asset Management | 0.00% | Add +0.1% | 39,135 | $5.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -4.0% | 38,932 | $5.5M |
| Jacobsen Capital Management | 1.85% | Add +0.0% | 38,810 | $5.5M |
| KBC Group NV | 0.01% | Reduce -16.4% | 38,068 | $5.4M |
| Northwest & Ethical Investments L.P. | 0.13% | New | 37,800 | $5.3M |
| First Trust Advisors LP | 0.00% | Reduce -66.3% | 36,463 | $5.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +329.1% | 36,323 | $5.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -9.6% | 36,189 | $5.1M |
| Brasada Capital Management, LP | 0.86% | New | 35,904 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +13.2% | 35,347 | $5.0M |
| Utah Retirement Systems | 0.05% | Add +0.7% | 34,767 | $4.9M |
| Landscape Capital Management, L.L.C. | 0.31% | Reduce -16.4% | 34,353 | $4.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +5.5% | 33,901 | $4.8M |
| Adelante Capital Management LLC | 0.32% | Reduce -1.9% | 238,341 | $4.7M |
| Creative Planning | 0.00% | Add +33.9% | 33,193 | $4.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | Reduce -30.8% | 33,158 | $4.7M |
| Lasalle Investment Management Securities LLC | 0.18% | Reduce -83.6% | 32,796 | $4.6M |
| Mariner, LLC | 0.01% | Reduce -1.9% | 32,088 | $4.5M |
| Yousif Capital Management, LLC | 0.05% | Reduce -4.1% | 31,035 | $4.4M |
| New York Life Investment Management LLC | 0.04% | Reduce -2.5% | 30,982 | $4.4M |
| Man Group plc | 0.01% | Reduce -53.0% | 30,643 | $4.3M |
| Xponance LLC | 0.03% | Reduce -3.7% | 30,262 | $4.3M |
| Sterling Capital Management LLC | 0.06% | Reduce -4.7% | 30,011 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +1.7% | 29,802 | $4.2M |
| CIBC Asset Management Inc | 0.01% | Add +0.1% | 29,356 | $4.1M |
| US Bancorp \de | 0.00% | Reduce -2.8% | 28,897 | $4.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.2% | 28,547 | $4.0M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Add +8.3% | 28,122 | $4.0M |
| Texas Yale Capital Corp. | 0.12% | Add +6.5% | 27,471 | $3.9M |
| ING Groep NV | 0.02% | Reduce -1.7% | 27,439 | $3.9M |
| Janus Henderson Group PLC | 0.00% | No change | 27,389 | $3.9M |
| Moody LYNN Lieberson & Walker, LLC | 0.21% | Reduce -3.7% | 27,237 | $3.8M |
| Allianz SE | 0.08% | Reduce -5.4% | 27,061 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -6.5% | 24,518 | $3.5M |
| Bell Bank | 0.15% | No change | 24,375 | $3.4M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +31.9% | 24,240 | $3.4M |
| OP Asset Management Ltd | 0.04% | Add +5.4% | 23,677 | $3.3M |
| Arax Advisory Partners | 0.05% | Add +2534.4% | 23,367 | $3.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.5% | 23,007 | $3.2M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +17.9% | 22,900 | $3.2M |
| Inspire Investing, LLC | 0.31% | Add +2.0% | 22,741 | $3.2M |
| Ethic Inc. | 0.05% | Add +298.0% | 22,441 | $3.2M |
| Mackenzie Financial Corp. | 0.00% | Add +3.0% | 22,336 | $3.1M |
| Norinchukin Bank, The | 0.04% | Add +0.9% | 22,317 | $3.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -3.6% | 22,105 | $3.1M |
| FIL Ltd | 0.00% | Add +9.1% | 21,859 | $3.1M |
| Rakuten Investment Management, Inc. | 0.01% | — | 43,666 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -3.1% | 21,573 | $3.1M |
| Engineers Gate Manager LP | 0.03% | Reduce -85.4% | 21,512 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.9% | 21,354 | $3.0M |
| Acadian Asset Management LLC | 0.01% | Reduce -72.0% | 21,175 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +13.5% | 21,085 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -40.7% | 20,382 | $2.9M |
| Brentview Investment Management LLC | 1.31% | Add +3.5% | 20,442 | $2.9M |
| Capital International, Inc. | 0.02% | Add +35.5% | 20,232 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -26.6% | 20,112 | $2.8M |
| Knights of Columbus Asset Advisors LLC | 0.16% | Add +26.1% | 19,998 | $2.8M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -2.5% | 19,760 | $2.8M |
| Nordea Investment Management AB | 0.00% | Add +13.4% | 19,929 | $2.8M |
| Diversify Wealth Management, LLC | 0.16% | Reduce -1.3% | 20,903 | $2.7M |
| Ally Financial Inc. | 0.33% | Add +171.4% | 19,000 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -7.5% | 18,976 | $2.7M |
| Ossiam | 0.03% | Add +107.4% | 18,426 | $2.6M |
| Maverick Capital | 0.03% | Add +29.6% | 17,885 | $2.5M |
| Mattson Financial Services, LLC | 0.59% | Reduce -18.6% | 17,391 | $2.5M |
| Duff & Phelps Investment Management Co. | 0.03% | No change | 17,103 | $2.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +11.9% | 17,078 | $2.4M |
| MAI Capital Management | 0.01% | Add +125.3% | 17,038 | $2.4M |
| Vanderbilt University | 0.40% | Add +84.0% | 16,980 | $2.4M |
| Pensionfund PDN | 1.54% | No change | 16,840 | $2.4M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.26% | No change | 16,794 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 16,599 | $2.3M |
| Andra AP-fonden | 0.03% | Reduce -63.0% | 16,000 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 15,654 | $2.2M |
| Mizuho Securities USA LLC | 0.04% | Add +5.4% | 15,459 | $2.2M |
| Avanza Fonder AB | 0.06% | No change | 15,715 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +5.9% | 15,624 | $2.2M |
| American Assets Capital Advisers, LLC | 2.30% | Add +4.6% | 15,490 | $2.2M |
| Commerce Bank | 0.01% | Reduce -3.7% | 15,355 | $2.2M |
| Naviter Wealth, LLC | 0.25% | Add +0.3% | 15,107 | $2.1M |
| Arkadios Wealth Advisors | 0.05% | Add +12.3% | 15,046 | $2.1M |
| Sophron Capital Management L.P. | 0.65% | Reduce -44.2% | 14,935 | $2.1M |
| Holocene Advisors, LP | 0.00% | Reduce -56.5% | 14,853 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +5.2% | 14,686 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +13.5% | 14,576 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.1% | 14,209 | $2.0M |
| HGI Capital Management, LLC | 5.46% | Reduce -47.7% | 14,110 | $2.0M |
| Weiss Asset Management LP | 0.03% | New | 13,800 | $1.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 13,700 | $1.9M |
| Intact Investment Management Inc. | 0.06% | No change | 13,600 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -61.8% | 13,557 | $1.9M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -95.6% | 13,393 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.8% | 13,375 | $1.9M |
| DoubleLine ETF Adviser LP | 0.56% | Add +6.1% | 13,232 | $1.9M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.3% | 13,226 | $1.9M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -15.6% | 13,206 | $1.9M |
| Modern Wealth Management, LLC | 0.04% | Add +2.8% | 13,095 | $1.8M |
| Allstate Corp. | 0.04% | Add +170.4% | 13,018 | $1.8M |
| Abc Arbitrage SA | 0.18% | New | 12,839 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +4.3% | 12,639 | $1.8M |
| Candriam S.C.A. | 0.01% | No change | 12,428 | $1.8M |
| Taylor Frigon Capital Management LLC | 0.87% | Add +2.6% | 12,402 | $1.7M |
| Hartford Investment Management Co. | 0.05% | Reduce -3.4% | 12,353 | $1.7M |
| Paralel Advisors LLC | 0.07% | No change | 12,350 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Add +16.1% | 12,284 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 12,217 | $1.7M |
| RD Lewis Holdings, Inc. | 1.61% | Add +8.3% | 12,946 | $1.7M |
| Machina Capital S.A.S. | 0.30% | Add +24.4% | 12,138 | $1.7M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -0.7% | 12,132 | $1.7M |
| Tran Capital Management, L.P. | 0.20% | No change | 11,910 | $1.7M |
| AG2R La Mondiale Gestion D'actifs | 0.09% | No change | 11,251 | $1.7M |
| Presima Securities ULC | 0.45% | Add +5.8% | 11,601 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +78.4% | 11,527 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.0% | 11,193 | $1.6M |
| AlphaStar Capital Management, LLC | 0.14% | Add +6.4% | 11,118 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.9% | 11,100 | $1.6M |
| Fifth Third Bancorp | 0.01% | Add +0.9% | 11,084 | $1.6M |
| Physician Wealth Advisors, Inc. | 0.22% | Reduce -1.9% | 10,866 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -48.0% | 10,822 | $1.5M |
| Brown Financial Advisors | 0.56% | Reduce -8.3% | 10,682 | $1.5M |
| Spirit of America Management Corp. | 0.30% | Reduce -11.7% | 10,580 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -80.2% | 10,426 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -2.1% | 10,393 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | No change | 10,239 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | New | 10,166 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | Reduce -8.2% | 10,151 | $1.4M |
| Clearbridge Investments, LLC | 0.00% | No change | 10,095 | $1.4M |
| Winmill & Co. Inc. | 0.34% | No change | 10,027 | $1.4M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -46.8% | 9,985 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Add +93.2% | 9,977 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -9.7% | 9,836 | $1.4M |
| FJ Capital Management LLC | 0.15% | Add +86.8% | 9,758 | $1.4M |
| Ostrum Asset Management | 0.06% | Reduce -28.0% | 9,684 | $1.4M |
| Nomura Holdings Inc. | 0.01% | New | 9,659 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -3.0% | 9,600 | $1.4M |
| E. Ohman J:or Asset Management AB | 0.03% | Add +14.3% | 9,566 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -6.3% | 9,383 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -0.6% | 9,295 | $1.3M |
| Fulton Breakefield Broenniman LLC | 0.08% | Reduce -4.5% | 9,153 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +235.2% | 9,103 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +0.6% | 9,100 | $1.3M |
| King Luther Capital Management Corp. | 0.01% | Add +3.4% | 9,023 | $1.3M |
| Capital Management Corp. | 0.20% | No change | 8,850 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -85.0% | 8,774 | $1.2M |
| Vident Advisory, LLC | 0.01% | Add +2.5% | 8,609 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.8% | 8,464 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.6% | 8,418 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.8% | 8,312 | $1.2M |
| Capital International Sarl | 0.02% | No change | 8,304 | $1.2M |
| Howard Capital Management, LLC | 0.02% | Add +0.6% | 8,210 | $1.2M |
| Courier Capital LLC | 0.07% | Reduce -7.3% | 8,064 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +7.6% | 7,935 | $1.1M |
| Pensionfund Sabic | 0.30% | Reduce -6.1% | 7,755 | $1.1M |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -2.2% | 7,604 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 7,593 | $1.1M |
| Capital Square, LLC | 0.54% | Reduce -2.3% | 7,507 | $1.1M |
| GC Wealth Management RIA, LLC | 0.03% | Add +44.2% | 7,490 | $1.1M |
| Cascade Investment Group, Inc. | 0.69% | Reduce -3.5% | 7,430 | $1.0M |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -80.9% | 7,264 | $1.0M |
| Empowered Funds, LLC | 0.01% | Add +46.7% | 7,209 | $1.0M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +95.0% | 7,207 | $1.0M |
| AlphaQuest LLC | 0.06% | Reduce -59.3% | 6,971 | $982K |
| Keybank National Association | 0.00% | Reduce -14.3% | 6,923 | $976K |
| ASR Vermogensbeheer N.V. | 0.01% | Add +0.7% | 6,872 | $969K |
| Vestcor Inc | 0.03% | Reduce -76.6% | 6,868 | $968K |
| McDonough Capital Management, Inc | 0.49% | Reduce -6.2% | 6,863 | $967K |
| FORA Capital, LLC | 0.17% | Add +48.2% | 6,858 | $967K |
| Wedbush Securities Inc. | 0.03% | Reduce -6.8% | 6,855 | $966K |
| DRW Securities, LLC | 0.05% | Add +63.1% | 6,824 | $963K |
| Schiavi & Co LLC | 0.32% | New | 6,827 | $962K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.1% | 6,765 | $953K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -11.0% | 6,764 | $953K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +37.5% | 6,697 | $943K |
| Horizon Investments, LLC | 0.01% | Reduce -65.2% | 6,568 | $926K |
| Merit Financial Group, LLC | 0.01% | Reduce -48.0% | 6,567 | $926K |
| Ignite Planners, LLC | 0.15% | Reduce -2.4% | 6,563 | $925K |
| MML Investors Services, LLC | 0.00% | Add +0.6% | 6,482 | $914K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.7% | 6,406 | $903K |
| Money Concepts Capital Corp. | 0.05% | Add +5.1% | 6,272 | $884K |
| Archer Investment Corp | 0.19% | No change | 6,109 | $861K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -17.6% | 6,072 | $856K |
| Squarepoint Ops LLC | 0.00% | Add +4.0% | 5,934 | $836K |
| Hummer Financial Advisory Services Inc | 0.61% | No change | 5,920 | $834K |
| Twin Capital Management Inc. | 0.10% | Add +29.6% | 5,843 | $824K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -91.3% | 5,748 | $810K |
| Mufg Securities Americas Inc. | 0.05% | Add +21.7% | 5,724 | $807K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.2% | 5,544 | $781K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -2.5% | 5,544 | $781K |
| MQS Management LLC | 0.44% | New | 5,388 | $759K |
| Whalerock Point Partners, LLC | 0.15% | No change | 5,244 | $739K |
| LJI Wealth Management, LLC | 0.13% | No change | 5,230 | $737K |
| WASHINGTON TRUST Co | 0.02% | No change | 5,225 | $736K |
| Quadrant Capital Group LLC | 0.02% | Reduce -7.4% | 5,182 | $730K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -22.6% | 5,368 | $727K |
| Paladin Wealth, LLC | 0.52% | Reduce -12.7% | 5,106 | $720K |
| Bessemer Group Inc. | 0.00% | Add +6.5% | 5,085 | $717K |
| Savant Capital, LLC | 0.00% | Reduce -1.0% | 5,026 | $708K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.9% | 4,973 | $701K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +56.5% | 4,933 | $695K |
| Glenmede Investment Management, LP | 0.00% | Add +3.7% | 4,923 | $694K |
| Erste Asset Management GmbH | 0.01% | Reduce -41.7% | 4,900 | $693K |
| Aster Capital Management (DIFC) Ltd | 0.35% | New | 4,890 | $689K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -22.0% | 4,875 | $687K |
| Benjamin Edwards Inc. | 0.01% | Add +9.6% | 4,803 | $678K |
| LRT Capital Management, LLC | 0.44% | Add +12.7% | 4,709 | $664K |
| Walleye Trading LLC | 0.01% | Add +255.3% | 4,587 | $646K |
| Essential Partners LLC | 0.21% | Reduce -7.5% | 4,553 | $642K |
| Assetmark, Inc. | 0.00% | Reduce -38.0% | 4,530 | $638K |
| Penserra Capital Management LLC | 0.01% | Add +0.3% | 4,489 | $631K |
| Hartline Investment Corp./ | 0.07% | Reduce -11.8% | 4,464 | $629K |
| Brighton Jones LLC | 0.01% | Reduce -44.4% | 4,444 | $626K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 4,440 | $626K |
| Wolverine Trading, LLC | 0.01% | Add +100.1% | 4,405 | $623K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -4.6% | 4,417 | $623K |
| &partners | 0.00% | Add +12.3% | 4,462 | $620K |
| Regions Financial Corp. | 0.00% | Add +0.9% | 4,370 | $616K |
| Jefferies Financial Group Inc. | 0.01% | New | 4,340 | $612K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +0.4% | 4,338 | $611K |
| Prudential PLC | 0.00% | No change | 4,274 | $602K |
| Principal Securities, Inc. | 0.01% | Add +5.4% | 4,268 | $602K |
| Los Angeles Capital Management LLC | 0.00% | Add +48.8% | 4,259 | $600K |
| 111 Capital | 0.11% | New | 4,165 | $587K |
| Chiron Capital Management, LLC | 0.49% | New | 4,101 | $578K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | Reduce -13.3% | 4,064 | $573K |
| MUFG Securities EMEA plc | 0.01% | Add +550.1% | 4,063 | $573K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -28.5% | 4,038 | $569K |
| Krilogy Financial LLC | 0.02% | New | 4,272 | $568K |
| Callodine Capital Management, LP | 0.05% | New | 4,000 | $564K |
| Coldstream Capital Management Inc. | 0.01% | Add +19.5% | 3,974 | $560K |
| Ofi Invest Asset Management | 0.01% | Reduce -13.8% | 4,630 | $555K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -74.1% | 3,931 | $554K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -8.1% | 3,930 | $554K |
| Rockland Trust Co. | 0.02% | New | 3,912 | $551K |
| Gallacher Capital Management LLC | 0.22% | Reduce -6.7% | 3,881 | $547K |
| Peterson Wealth Services | 0.13% | Add +599.9% | 24,874 | $543K |
| Navellier & Associates Inc. | 0.06% | Add +23.8% | 3,855 | $543K |
| Tema ETFs LLC | 0.05% | New | 3,850 | $543K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -4.7% | 3,816 | $538K |
| Values First Advisors, Inc. | 0.29% | Add +1.6% | 3,787 | $534K |
| Buckley Wealth Management, LLC | 0.15% | Reduce -3.2% | 3,783 | $533K |
| GAMMA Investing LLC | 0.03% | Add +17.2% | 3,755 | $529K |
| Allworth Financial LP | 0.00% | Add +7.4% | 3,694 | $521K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -59.0% | 3,683 | $519K |
| Spirepoint Private Client, LLC | 0.05% | Add +33.4% | 3,602 | $508K |
| Versor Investments LP | 0.09% | Reduce -64.2% | 3,601 | $508K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +0.9% | 3,582 | $505K |
| Callan Family Office, LLC | 0.02% | Reduce -8.9% | 3,572 | $503K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -5.0% | 3,557 | $501K |
| HB Wealth Management, LLC | 0.00% | Add +27.6% | 3,527 | $497K |
| BCO Wealth Management LLC | 0.32% | No change | 3,437 | $484K |
| Clearstead Advisors, LLC | 0.01% | Reduce -13.5% | 3,393 | $478K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -16.5% | 3,380 | $476K |
| AlphaCore Capital LLC | 0.02% | Reduce -34.6% | 3,322 | $468K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,303 | $466K |
| Atria Investments, Inc | 0.01% | Reduce -5.2% | 3,285 | $463K |
| GAM Holding AG | 0.03% | New | 3,249 | $458K |
| Visionary Horizons, LLC | 0.25% | Reduce -8.3% | 3,210 | $452K |
| Ellevest, Inc. | 0.06% | New | 3,162 | $446K |
| Prestige Wealth Management Group LLC | 0.09% | Add +2.9% | 3,128 | $441K |
| Park Avenue Securities LLC | 0.00% | Reduce -20.9% | 3,124 | $440K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +9.7% | 3,096 | $436K |
| NewEdge Wealth, LLC | 0.01% | Reduce -56.5% | 3,267 | $435K |
| Caerus Investment Advisors, LLC | 0.18% | New | 3,063 | $432K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -32.1% | 3,039 | $428K |
| Three Seasons Wealth, LLC | 0.04% | No change | 3,000 | $423K |
| Siemens Fonds Invest GmbH | 0.02% | Reduce -3.0% | 2,962 | $417K |
| Profund Advisors LLC | 0.01% | Add +6.5% | 2,956 | $417K |
| Ethos Financial Group, LLC | 0.03% | Add +1.1% | 2,951 | $416K |
| Huntington National Bank | 0.00% | Add +11.2% | 2,944 | $415K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +67.1% | 2,878 | $411K |
| Larson Financial Group LLC | 0.01% | Reduce -19.1% | 2,859 | $403K |
| Cynosure Group, LLC | 0.04% | No change | 2,854 | $402K |
| Canada Post Corp Registered Pension Plan | 0.02% | No change | 2,832 | $401K |
| First Merchants Corp. | 0.01% | No change | 2,818 | $397K |
| Orange Investment Advisors, Inc. | 0.04% | No change | 2,812 | $396K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -9.5% | 2,773 | $391K |
| Mather Group, Llc. | 0.00% | Reduce -19.9% | 2,729 | $385K |
| Segment Wealth Management, LLC | 0.02% | Add +8.5% | 2,709 | $382K |
| Federated Hermes, Inc. | 0.00% | Add +40.8% | 2,707 | $382K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +0.6% | 2,698 | $380K |
| Trust Co. of Toledo NA | 0.04% | No change | 2,695 | $380K |
| Verition Fund Management LLC | 0.00% | Reduce -93.1% | 2,671 | $376K |
| IFP Advisors, Inc | 0.01% | Reduce -20.1% | 2,651 | $374K |
| QRG Capital Management, Inc. | 0.00% | Reduce -2.4% | 2,649 | $373K |
| Sandhill Capital Partners LLC | 0.03% | No change | 2,588 | $365K |
| Sivia Capital Partners, LLC | 0.10% | Reduce -18.0% | 2,542 | $358K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -73.5% | 2,513 | $352K |
| Intrua Financial, LLC | 0.04% | Reduce -1.3% | 2,494 | $351K |
| A4 Wealth Advisors LLC | 0.29% | — | 2,411 | $340K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +7.8% | 2,396 | $338K |
| Independent Financial Group, LLC | 0.01% | Add +9.2% | 2,352 | $331K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 2,347 | $331K |
| Glenview Trust Co | 0.01% | Reduce -0.2% | 2,340 | $330K |
| Delta Capital Management LLC | 0.17% | Reduce -4.5% | 2,325 | $328K |
| Abel Hall, LLC | 0.13% | New | 2,324 | $328K |
| Optas, LLC | 0.05% | New | 2,288 | $322K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -8.6% | 2,281 | $321K |
| Wedge Capital Management L L P | 0.01% | Reduce -38.5% | 2,277 | $321K |
| Journey Strategic Wealth LLC | 0.01% | Add +41.8% | 2,268 | $320K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -1.7% | 2,257 | $318K |
| American Investment Services, Inc. | 0.08% | No change | 2,249 | $317K |
| Choate Investment Advisors | 0.01% | Reduce -0.3% | 2,226 | $314K |
| Loudon Investment Management, LLC | 0.16% | No change | 2,215 | $312K |
| Vontobel Holding Ltd. | 0.00% | New | 2,184 | $308K |
| Jump Financial, LLC | 0.00% | New | 2,184 | $308K |
| Snowden Capital Advisors LLC | 0.01% | Add +8.4% | 2,181 | $307K |
| NorthRock Partners, LLC | 0.01% | Reduce -54.6% | 2,157 | $304K |
| Greenleaf Trust | 0.00% | Reduce -4.1% | 2,156 | $304K |
| RFG Advisory, LLC | 0.01% | Reduce -40.3% | 2,153 | $303K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -39.7% | 2,142 | $302K |
| Legacy Wealth Asset Management, LLC | 0.07% | Add +0.4% | 2,136 | $301K |
| Independent Advisor Alliance | 0.01% | Reduce -0.9% | 2,109 | $297K |
| Waverly Advisors, LLC | 0.00% | Reduce -8.6% | 2,104 | $297K |
| Private Capital Management, LLC | 0.03% | New | 2,100 | $296K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -32.1% | 2,087 | $294K |
| Cigna Investments Inc. | 0.04% | No change | 2,082 | $294K |
| One Capital Management, LLC | 0.01% | Reduce -1.5% | 2,079 | $293K |
| Fiduciary Group, LLC | 0.03% | No change | 2,071 | $292K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 2,034 | $290K |
| Whittier Trust Co. | 0.00% | No change | 2,024 | $289K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -30.6% | 2,026 | $286K |
| Cetera Trust Company, N.A | 0.16% | No change | 2,021 | $285K |
| Perigon Wealth Management, LLC | 0.01% | New | 2,018 | $284K |
| Summit Place Financial Advisors, LLC | 0.13% | New | 2,000 | $282K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -16.1% | 2,000 | $282K |
| Evoke Wealth, LLC | 0.01% | Reduce -18.7% | 1,987 | $280K |
| Choreo, LLC | 0.00% | Reduce -76.8% | 1,982 | $279K |
| Sigma Planning Corp | 0.01% | Add +42.8% | 1,980 | $279K |
| Requisite Capital Management, LLC | 0.05% | New | 1,970 | $278K |
| Naples Global Advisors, LLC | 0.02% | Add +6.8% | 1,965 | $277K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.5% | 1,975 | $276K |
| Abn Amro Investment Solutions | 0.01% | No change | 1,949 | $275K |
| Greenfield Seitz Capital Management, LLC | 0.09% | No change | 1,942 | $274K |
| Bryant Woods Investment Advisors, LLC | 0.11% | No change | 1,936 | $273K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.4% | 1,935 | $273K |
| Astoria Portfolio Advisors LLC. | 0.07% | Add +33.3% | 1,901 | $271K |
| Arete Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,919 | $270K |
| D.A. Davidson & Co. | 0.00% | No change | 1,895 | $267K |
| Mgo One Seven LLC | 0.01% | New | 1,887 | $266K |
| Waddell & Associates, LLC | 0.02% | Reduce -27.9% | 1,873 | $264K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -47.5% | 1,791 | $263K |
| Truvestments Capital LLC | 0.05% | New | 1,861 | $262K |
| Adams Wealth Management | 0.06% | Reduce -4.1% | 1,845 | $260K |
| CacheTech Inc. | 0.05% | Reduce -4.1% | 1,845 | $260K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -1.6% | 1,840 | $259K |
| Shell Asset Management Co. | 0.03% | Reduce -25.6% | 1,835 | $259K |
| Bailard, Inc. | 0.01% | Add +0.3% | 1,819 | $256K |
| Praxis Investment Management Inc. | 0.02% | Reduce -24.7% | 1,792 | $253K |
| Flow Traders U.S. LLC | 0.01% | New | 1,792 | $253K |
| Leonteq Securities AG | 0.01% | Add +82.1% | 1,770 | $249K |
| Beaton Management Co. Inc. | 0.11% | No change | 1,750 | $247K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -28.9% | 1,747 | $246K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | Reduce -4.4% | 1,745 | $246K |
| Olde Wealth Management, LLC | 0.07% | — | 1,868 | $243K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.7% | 1,723 | $243K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -29.7% | 1,712 | $241K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 1,707 | $241K |
| Compound Planning, Inc. | 0.01% | Add +0.3% | 1,697 | $239K |
| Montecito Bank & Trust | 0.04% | — | 1,686 | $238K |
| GTS Securities LLC | 0.01% | Reduce -9.6% | 1,686 | $238K |
| Parsons Capital Management Inc. | 0.01% | No change | 1,677 | $236K |
| Savvy Advisors, Inc. | 0.01% | New | 1,669 | $235K |
| Main Street Financial Solutions, LLC | 0.01% | Reduce -11.4% | 1,660 | $234K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,647 | $232K |
| QTR Family Wealth, LLC | 0.11% | Add +18.1% | 1,641 | $231K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,640 | $231K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -18.5% | 1,639 | $231K |
| Syon Capital LLC | 0.01% | New | 1,639 | $231K |
| D'Orazio & Associates, Inc. | 0.03% | Reduce -5.7% | 1,628 | $229K |
| Signaturefd, LLC | 0.00% | Reduce -2.5% | 1,627 | $229K |
| Auxano Advisors, LLC | 0.05% | Add +0.1% | 1,626 | $229K |
| Capital Analysts, LLC | 0.01% | Reduce -3.0% | 1,612 | $227K |
| Charter Research & Investment Group, Inc. | 0.16% | No change | 1,610 | $227K |
| Gilman Hill Asset Management, LLC | 0.04% | Add +3.9% | 1,610 | $227K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,610 | $227K |
| Parvin Asset Management, LLC | 0.20% | Add +46.3% | 1,581 | $223K |
| Phocas Financial Corp. | 0.03% | Reduce -14.0% | 1,570 | $221K |
| City National Bank of Florida | 0.15% | Add +8.4% | 1,562 | $220K |
| Patton Fund Management, Inc. | 0.04% | No change | 1,561 | $220K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 1,550 | $218K |
| Sheets Smith Wealth Management | 0.02% | No change | 1,541 | $217K |
| Simplicity Wealth,LLC | 0.01% | Add +6.9% | 1,541 | $217K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -24.7% | 1,527 | $215K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 1,522 | $215K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.6% | 1,519 | $214K |
| Equitable Holdings, Inc. | 0.00% | Reduce -16.4% | 1,513 | $213K |
| IRON Financial LLC | 0.10% | New | 1,510 | $213K |
| Blair William & Co. | 0.00% | Reduce -42.2% | 1,485 | $209K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,483 | $209K |
| Fulton Bank, N.A. | 0.01% | Reduce -4.8% | 1,482 | $209K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.01% | No change | 1,481 | $209K |
| Stiles Financial Services Inc | 0.07% | No change | 1,481 | $209K |
| Fox Run Management, L.L.C. | 0.03% | Reduce -41.4% | 1,478 | $208K |
| Wedmont Private Capital | 0.01% | Reduce -26.3% | 1,442 | $206K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,457 | $205K |
| Cresset Asset Management, LLC | 0.00% | Add +0.4% | 1,455 | $205K |
| Riversedge Advisors, LLC | 0.03% | New | 1,447 | $204K |
| Brooklyn Investment Group | 0.03% | Reduce -4.2% | 1,396 | $203K |
| Generali Investments, Management Co LLC | 0.04% | Add +24.8% | 1,438 | $203K |
| Caprock Group, LLC | 0.01% | — | 1,410 | $203K |
| Brown Brothers Harriman & Co. | 0.00% | Add +75.8% | 1,436 | $202K |
| Transcend Capital Advisors, LLC | 0.01% | Reduce -37.7% | 1,424 | $201K |
| HM Payson & Co. | 0.00% | No change | 1,419 | $200K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,398 | $197K |
| Smartleaf Asset Management LLC | 0.01% | Add +19.2% | 1,360 | $192K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -99.7% | 1,290 | $182K |
| Virtus Investment Advisers, LLC | 0.05% | Add +6.0% | 1,246 | $176K |
| CX Institutional | 0.01% | Add +8.7% | 1,193 | $168K |
| CI Investments Inc. | 0.00% | Add +10.9% | 1,186 | $167K |
| Pathway Financial Advisers, LLC | 0.05% | Reduce -34.4% | 1,114 | $156K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,100 | $155K |
| Plato Investment Management Ltd | 0.01% | No change | 1,093 | $153K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | No change | 1,050 | $148K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 1,023 | $144K |
| CVA Family Office, LLC | 0.02% | Add +2.6% | 988 | $139K |
| Exchange Traded Concepts, LLC | 0.00% | Add +10.2% | 983 | $139K |
| TCTC Holdings, LLC | 0.00% | No change | 954 | $134K |
| Bellevue Asset Management, LLC | 0.06% | No change | 942 | $133K |
| Lanark Financial, Inc. | 0.01% | Add +53.8% | 938 | $132K |
| Salem Investment Counselors Inc. | 0.00% | No change | 896 | $126K |
| Hilltop National Bank | 0.03% | Add +18.3% | 894 | $126K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -31.4% | 807 | $114K |
| Blue Trust, Inc. | 0.00% | Reduce -8.5% | 794 | $112K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -10.2% | 772 | $109K |
| CoreCap Advisors, LLC | 0.00% | Add +6.7% | 750 | $106K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 715 | $103K |
| True Wealth Design, LLC | 0.03% | Add +612.9% | 720 | $101K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 706 | $100K |
| Covestor Ltd | 0.05% | Add +2.4% | 697 | $98K |
| ESL Trust Services, LLC | 0.02% | No change | 671 | $95K |
| Hantz Financial Services, Inc. | 0.00% | Add +130.6% | 648 | $91K |
| Sherman Asset Management, Inc. | 0.08% | No change | 626 | $88K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -99.5% | 625 | $88K |
| CENTRAL TRUST Co | 0.00% | No change | 618 | $87K |
| Spire Wealth Management | 0.00% | Add +1.5% | 610 | $86K |
| Sound Income Strategies, LLC | 0.00% | Reduce -15.2% | 592 | $85K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 600 | $85K |
| Global X Japan Co., Ltd. | 0.01% | Reduce -14.6% | 581 | $82K |
| CYBER HORNET ETFs LLC | 0.05% | Add +3.6% | 575 | $81K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -6.3% | 566 | $80K |
| Rothschild Investment LLC | 0.00% | Add +85.5% | 564 | $79K |
| UMB Bank, n.a. | 0.00% | Reduce -8.3% | 563 | $79K |
| Generali Asset Management SPA SGR | 0.00% | No change | 561 | $79K |
| Muzinich & Co., Inc. | 0.03% | No change | 548 | $77K |
| Sentry Investment Management LLC | 0.05% | New | 537 | $76K |
| Cromwell Holdings LLC | 0.04% | Reduce -27.1% | 501 | $71K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -14.3% | 492 | $69K |
| Global Retirement Partners, LLC | 0.00% | Add +6.6% | 484 | $68K |
| Manchester Capital Management LLC | 0.01% | Add +3.6% | 454 | $64K |
| Quent Capital, LLC | 0.01% | New | 440 | $62K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -21.3% | 402 | $57K |
| American National Bank & Trust | 0.01% | No change | 400 | $56K |
| Mechanics Financial Corp | 0.02% | No change | 389 | $55K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 384 | $54K |
| Summit Securities Group LLC | 0.02% | Add +155.9% | 366 | $52K |
| Fulcrum Asset Management LLP | 0.01% | No change | 364 | $51K |
| Asset Planning,Inc | 0.04% | No change | 350 | $49K |
| Tobam | 0.02% | Add +66.2% | 319 | $45K |
| Smithfield Trust Co | 0.00% | No change | 309 | $44K |
| Logan Capital Management Inc. | 0.00% | Add +313.7% | 302 | $43K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -29.0% | 264 | $37K |
| MTM Investment Management, LLC | 0.01% | No change | 260 | $37K |
| Davis Capital Management | 0.02% | — | 247 | $35K |
| Wealthspire Advisors, LLC | 0.00% | New | 242 | $34K |
| Hemington Wealth Management | 0.00% | Add +4.7% | 244 | $34K |
| Alpine Bank Wealth Management | 0.00% | Add +17.0% | 234 | $33K |
| Creative Financial Designs Inc. | 0.00% | Add +35.5% | 233 | $33K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -74.0% | 212 | $30K |
| Versant Capital Management, Inc | 0.00% | Add +60.1% | 213 | $30K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 202 | $28K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 200 | $28K |
| Bruce G. Allen Investments, LLC | 0.02% | Reduce -0.5% | 200 | $28K |
| Avalon Trust Co | 0.00% | New | 197 | $28K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -1.1% | 186 | $26K |
| Centerpoint Advisors, LLC | 0.01% | Add +1.1% | 185 | $26K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 183 | $26K |
| NFSG Corp | 0.00% | No change | 180 | $25K |
| Golden State Wealth Management, LLC | 0.00% | No change | 159 | $22K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -0.7% | 145 | $20K |
| DT Investment Partners, LLC | 0.00% | No change | 142 | $20K |
| Deseret Mutual Benefit Administrators | 0.01% | Add +238.1% | 142 | $20K |
| State of Wyoming | 0.00% | Add +3.7% | 141 | $20K |
| Bank of New Hampshire | 0.00% | No change | 138 | $19K |
| Salomon & Ludwin, LLC | 0.00% | Add +1600.0% | 136 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +14.3% | 136 | $19K |
| GW&K Investment Management, LLC | 0.00% | Add +5.3% | 138 | $19K |
| Rise Advisors, LLC | 0.01% | Add +3.9% | 134 | $19K |
| Caldwell Trust Co | 0.00% | No change | 134 | $19K |
| Johnson Financial Group, Inc. | 0.00% | Add +30.0% | 130 | $18K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 119 | $17K |
| Wiser Advisor Group LLC | 0.02% | New | 118 | $17K |
| Zions Bancorporation, National Association | 0.00% | Reduce -66.3% | 112 | $16K |
| TD Private Client Wealth LLC | 0.00% | Reduce -7.8% | 106 | $15K |
| Dynamic Wealth Strategies, LLC | 0.01% | Add +8.3% | 105 | $15K |
| Raiffeisen Bank International AG | 0.00% | New | 102 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $14K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 99 | $14K |
| MV Capital Management, Inc. | 0.00% | Add +21.5% | 96 | $14K |
| Meeder Asset Management Inc. | 0.00% | Reduce -49.7% | 95 | $13K |
| Missouri Trust & Investment Co | 0.00% | No change | 90 | $13K |
| Bokf, NA | 0.00% | Add +4050.0% | 83 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Add +179.3% | 81 | $11K |
| REAP Financial Group, LLC | 0.00% | No change | 75 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 65 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 65 | $9K |
| Westfuller Advisors, LLC | 0.00% | New | 64 | $9K |
| LRI Investments, LLC | 0.00% | No change | 64 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +250.0% | 63 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -18.1% | 59 | $8K |
| Gould Capital, LLC | 0.00% | No change | 55 | $8K |
| Fortitude Family Office, LLC | 0.00% | Reduce -3.6% | 54 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -25.0% | 54 | $8K |
| Harbour Investments, Inc. | 0.00% | Reduce -46.3% | 51 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 51 | $7K |
| Byrne Asset Management LLC | 0.01% | No change | 50 | $7K |
| Financial Management Professionals, Inc. | 0.00% | Add +28.2% | 50 | $7K |
| Evolution Advisers, Inc. | 0.00% | No change | 50 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 49 | $7K |
| WPG Advisers, LLC | 0.01% | New | 48 | $7K |
| Westside Investment Management, Inc. | 0.00% | New | 47 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +2.2% | 46 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 45 | $6K |
| Howard Hughes Medical Institute | 0.00% | No change | 45 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | Add +136.8% | 45 | $6K |
| Activest Wealth Management | 0.00% | Add +514.3% | 43 | $6K |
| Avion Wealth | 0.00% | Reduce -20.3% | 47 | $6K |
| High Note Wealth, LLC | 0.00% | New | 42 | $6K |
| Red Tortoise LLC | 0.00% | No change | 39 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -48.6% | 37 | $5K |
| Raffa Wealth Management, LLC | 0.00% | Add +88.9% | 34 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 34 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 30 | $4K |
| Clayton Financial Group LLC | 0.00% | New | 30 | $4K |
| Key Financial Inc | 0.00% | Reduce -6.5% | 29 | $4K |
| Kilter Group LLC | 0.00% | Add +16.0% | 29 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 27 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 26 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 26 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 25 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $4K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -55.6% | 24 | $3K |
| Gold Investment Management Ltd. | 0.00% | No change | 24 | $3K |
| CBIZ Investment Advisory Services, 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 |
| Marquette Asset Management, LLC | 0.00% | New | 22 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +800.0% | 27 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 21 | $3K |
| Abound Wealth Management | 0.00% | No change | 20 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 20 | $3K |
| Bare Financial Services, Inc | 0.00% | No change | 19 | $3K |
| Investors Research Corp | 0.00% | No change | 19 | $3K |
| Advanced Portfolio Management, LLC | 0.01% | New | 18 | $3K |
| Ameriflex Group, Inc. | 0.00% | Add +200.0% | 18 | $3K |
| Motco | 0.00% | No change | 18 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 17 | $2K |
| Independence Bank of Kentucky | 0.00% | No change | 17 | $2K |
| Sachetta, LLC | 0.00% | Reduce -44.0% | 14 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 14 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 14 | $2K |
| Grove Bank & Trust | 0.00% | No change | 14 | $2K |
| First Horizon Corp. | 0.00% | — | 14 | $2K |
| ORG Partners LLC | 0.00% | Add +100.0% | 14 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 13 | $2K |
| Aviso Financial Inc. | 0.00% | Reduce -99.8% | 13 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 12 | $2K |
| North Capital, Inc. | 0.00% | Add +9.1% | 12 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +22.2% | 11 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 11 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 11 | $2K |
| J.Safra Asset Management Corp | 0.00% | New | 10 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 9 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +200.0% | 9 | $1K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -18.2% | 9 | $1K |
| Princeton Global Asset Management LLC | 0.00% | No change | 8 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 13 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 7 | $987 |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 7 | $987 |
| Hughes Financial Services, LLC | 0.00% | Reduce -36.4% | 7 | $914 |
| Texas Capital Bancshares Inc | 0.00% | New | 6 | $846 |
| Nvwm, LLC | 0.00% | Reduce -14.3% | 6 | $846 |
| Clearstead Trust, LLC | 0.00% | No change | 6 | $846 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -99.4% | 6 | $846 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -54.5% | 5 | $730 |
| Wealth Watch Advisors, INC | 0.00% | New | 5 | $705 |
| Crewe Advisors LLC | 0.00% | New | 5 | $705 |
| Retirement Wealth Solutions LLC | 0.00% | Add +300.0% | 4 | $566 |
| American Capital Advisory, LLC | 0.00% | Add +33.3% | 4 | $564 |
| Highline Wealth Partners LLC | 0.00% | No change | 4 | $564 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 4 | $564 |
| Colonial Trust Co / SC | 0.00% | Reduce -50.0% | 4 | $564 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -50.0% | 4 | $564 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $423 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $259 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $141 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 1 | $141 |
| Strategic Advocates LLC | 0.00% | New | 1 | $141 |
"% of holder's portfolio" is EXR's weight in each manager's 13F, not the share of Extra Space Storage Inc. the manager owns.