Extra Space StorageEXR

13F holders, Q4 2025 (December 31)
745holders −48
42new positions
114sold out
6famous investors
$130.21avg. 13F price*

At the end of Q4 2025, 745 institutions reported holding Extra Space Storage Inc. (EXR) in their 13F filings, down 48 from Q3 2025. 42 opened new positions and 114 sold out. The largest holders were Vanguard Group Inc. ($4.5B), BlackRock, Inc. ($2.9B) and Cohen & Steers, Inc. ($2.1B). 6 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% 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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions42$75.8M
Exits114$170.5M

All 13F filers, Q3 2025 → Q4 2025: 14,649,190 shares bought and 9,449,317 shares sold, net +5,199,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 745 holders

Vanguard Group Inc. 0.07% Add +0.2% 34,506,450 $4.5B
BlackRock, Inc. 0.05% Add +5.3% 22,545,826 $2.9B
Cohen & Steers, Inc. 3.76% Add +13.4% 15,979,424 $2.1B
State Street Corp. 0.06% Reduce -0.5% 13,844,723 $1.8B
Norges Bank 0.13% — 9,365,735 $1.2B
Capital World Investors 0.13% Reduce -1.0% 7,091,003 $923.4M
Principal Financial Group Inc. 0.44% Reduce -1.0% 6,646,286 $865.5M
Capital International Investors 0.13% Add +73.9% 6,256,687 $814.7M
Geode Capital Management, LLC 0.05% Add +0.9% 5,945,315 $771.4M
JPMorgan Chase & Co. 0.03% Add +2.0% 3,944,084 $513.6M
Dimensional Fund Advisors LP 0.09% Add +1.9% 3,172,956 $413.2M
Invesco Ltd. 0.04% Add +3.1% 3,051,693 $397.4M
Centersquare Investment Management LLC 3.90% Add +3.9% 3,034,077 $395.1M
Daiwa Securities Group Inc. 1.18% Add +7.2% 2,776,654 $361.6M
Charles Schwab Investment Management Inc. 0.05% Add +5.5% 2,713,021 $353.3M
Northern Trust Corp. 0.04% Reduce -5.6% 2,706,048 $352.4M
APG Asset Management US Inc. 2.64% Add +2.1% 2,586,331 $336.8M
First Eagle Investment Management, LLC 0.59% Add +61.8% 2,552,053 $332.3M
FMR LLC 0.02% Add +90.2% 2,458,947 $320.2M
Massachusetts Financial Services Co. 0.10% Reduce -10.7% 2,455,386 $319.7M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.59% Reduce -1.3% 2,382,516 $310.3M
Alliancebernstein L.P. 0.10% Add +146.8% 2,360,778 $307.4M
Goldman Sachs Group Inc. 0.04% Add +6.3% 2,281,800 $297.1M
Deutsche Bank AG 0.10% Reduce -0.9% 2,262,338 $294.6M
Legal & General Group Plc 0.06% Add +8.6% 2,226,558 $289.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -2.2% 2,140,298 $278.7M
Resolution Capital Ltd 5.93% Reduce -27.0% 2,062,003 $268.5M
Nuveen, LLC 0.06% Reduce -5.1% 1,684,196 $219.3M
Morgan Stanley 0.01% Reduce -3.8% 1,650,606 $214.9M
Canada Pension Plan Investment Board 0.14% Add +7.5% 1,566,687 $204.0M
Bank of New York Mellon Corp 0.04% Add +16.4% 1,525,482 $198.6M
PGGM Investments 2.91% Reduce -3.3% 1,409,528 $183.5M
Pictet Asset Management Holding SA 0.17% Add +191.5% 1,362,422 $177.4M
Russell Investments Group, Ltd. 0.17% Reduce -15.6% 1,216,709 $158.5M
Boston Partners 0.14% Reduce -1.8% 1,007,591 $131.2M
Sei Investments Co. 0.12% Add +19.4% 967,506 $126.0M
AQR Capital Management 0.06% Reduce -42.6% 866,198 $112.8M
HSBC Holdings PLC 0.06% Add +8.3% 836,315 $109.0M
Amundi 0.03% Add +22.5% 791,341 $103.0M
UBS Group AG 0.02% Reduce -31.4% 682,083 $88.8M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -3.7% 649,625 $84.6M
Bank of America Corp. 0.01% Reduce -1.5% 624,735 $81.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +4.3% 614,544 $80.5M
Barclays PLC 0.03% Reduce -23.4% 592,359 $77.1M
Swiss National Bank 0.05% Reduce -4.9% 581,627 $75.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% Add +8.2% 565,267 $74.1M
Alyeska Investment Group, L.P. 0.19% Add +150.8% 528,587 $68.8M
Thrivent Financial for Lutherans 0.12% Reduce -14.4% 504,602 $65.7M
CANADA LIFE ASSURANCE Co 0.11% Reduce -4.1% 468,140 $61.0M
BNP Paribas Financial Markets 0.04% Add +18.5% 437,042 $56.9M
STRS Ohio 0.20% Reduce -5.3% 421,742 $54.9M
Rhumbline Advisers 0.04% Reduce -1.7% 401,260 $52.3M
Asset Management One Co., Ltd. 0.14% Reduce -2.3% 396,960 $51.9M
Millennium Management 0.04% Add +39.2% 392,329 $51.1M
Nomura Asset Management Co. Ltd. 0.13% Add +2.5% 391,044 $50.9M
Ameriprise Financial Inc. 0.01% Reduce -0.1% 410,193 $50.7M
Ruffer LLP 2.29% Add +14.4% 385,535 $50.3M
National Pension Service 0.04% Add +16.6% 385,841 $50.2M
California Public Employees Retirement System 0.03% Reduce -2.0% 385,601 $50.2M
American Century Companies Inc. 0.03% Reduce -4.0% 383,303 $49.9M
Schroder Investment Management Group 0.04% Reduce -1.4% 350,364 $46.1M
Public Employees Retirement System of Ohio 0.14% Reduce -3.3% 353,768 $46.1M
CBRE Investment Management Listed Real Assets LLC 0.63% Reduce -74.2% 330,346 $43.0M
Citigroup Inc. 0.03% Add +42.3% 327,336 $42.6M
T. Rowe Price Associates Inc. 0.00% Reduce -0.5% 311,153 $40.5M
Nomura Asset Management International Inc. 0.06% — 311,124 $40.5M
California State Teachers Retirement System 0.04% Reduce -3.5% 302,331 $39.4M
Apollo Management Holdings, L.P. 0.45% New 293,720 $38.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +66.2% 288,128 $37.5M
Wells Fargo & Company 0.01% Reduce -24.5% 273,471 $35.6M
Citadel Advisors 0.02% Add +258.3% 256,829 $33.4M
Prudential Financial Inc. 0.04% Reduce -46.5% 253,008 $32.9M
Aberdeen Group plc 0.05% Add +1.7% 247,473 $32.2M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -0.7% 236,600 $30.8M
Neuberger Berman Group LLC 0.02% Reduce -5.2% 226,511 $29.5M
Focus Partners Wealth 0.03% Reduce -3.8% 225,742 $29.4M
Cibc World Market Inc. 0.05% Add +16.9% 223,123 $29.1M
Royal Bank of Canada 0.01% Reduce -20.3% 222,758 $29.0M
Adelante Capital Management LLC 1.94% Reduce -7.1% 221,431 $28.8M
Nan Shan Life Insurance Co., Ltd. 0.88% No change 218,563 $28.5M
State of New Jersey Common Pension Fund D 0.10% Reduce -1.3% 216,029 $28.1M
Marshall Wace, LLP 0.03% Reduce -78.8% 214,422 $27.9M
Allianz Asset Management GmbH 0.03% Add +52.8% 211,218 $27.5M
Macquarie Group Ltd. 0.12% Reduce -56.1% 202,970 $26.4M
State of Tennessee, Department of Treasury 0.08% Add +37.7% 182,315 $25.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -1.0% 192,005 $25.0M
Brookfield Corp 0.03% Reduce -30.5% 190,371 $24.8M
SG Americas Securities, LLC 0.03% Add +193.1% 188,716 $24.6M
State Board of Administration of Florida Retirement System 0.04% Reduce -6.2% 186,256 $24.3M
New York State Teachers Retirement System 0.05% Add +0.9% 180,032 $23.4M
Swedbank AB 0.02% Add +1.9% 175,239 $22.8M
Gradient Investments LLC 0.36% Reduce -1.3% 172,694 $22.5M
Hazelview Securities Inc. 4.28% Add +5.5% 169,950 $22.3M
Raymond James Financial Inc. 0.01% Reduce -10.0% 170,766 $22.2M
Aviva PLC 0.04% Add +5.8% 169,521 $22.1M
Retirement Systems of Alabama 0.07% Reduce -1.4% 163,766 $21.3M
Woodline Partners LP 0.08% Reduce -34.1% 160,024 $20.8M
Heitman Real Estate Securities LLC 1.42% Reduce -44.6% 154,501 $20.1M
Cibc World Markets Corp. 0.10% — 152,895 $19.9M
Bank of Montreal 0.01% Add +5.6% 144,892 $18.9M
Ensign Peak Advisors, Inc 0.03% Reduce -25.9% 143,276 $18.7M
Pacer Advisors, Inc. 0.05% Add +2.6% 141,993 $18.5M
Envestnet Asset Management Inc. 0.01% Reduce -38.7% 141,299 $18.4M
Silvercrest Asset Management Group LLC 0.12% Reduce -12.9% 133,081 $17.3M
DekaBank Deutsche Girozentrale 0.03% No change 114,837 $17.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -1.8% 130,879 $17.0M
PNC Financial Services Group, Inc. 0.01% Reduce -14.5% 129,353 $16.8M
Franklin Resources Inc. 0.00% Reduce -26.5% 129,149 $16.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.0% 126,848 $16.5M
New York State Common Retirement Fund 0.02% No change 126,131 $16.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.10% No change 125,687 $16.4M
State of Alaska, Department of Revenue 0.17% Reduce -0.6% 125,195 $16.3M
Uniplan Investment Counsel, Inc. 1.67% Reduce -2.1% 123,706 $16.1M
Van Lanschot Kempen Investment Management N.V. 0.14% Reduce -13.3% 123,469 $16.1M
Toronto Dominion Bank 0.03% Reduce -2.1% 123,335 $16.1M
Victory Capital Management Inc. 0.01% Add +0.1% 122,729 $16.0M
Robeco Institutional Asset Management B.V. 0.02% Reduce -3.7% 122,234 $15.9M
Argent Capital Management LLC 0.45% Reduce -2.4% 121,956 $15.9M
Resona Asset Management Co.,Ltd. 0.08% Reduce -4.5% 121,464 $15.9M
APG Asset Management N.V. 0.04% Reduce -3.9% 140,866 $15.6M
Van Eck Associates Corp. 0.01% Add +5.0% 119,178 $15.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -1.5% 118,272 $15.4M
Vestmark Advisory Solutions, Inc. 0.21% Reduce -0.0% 117,272 $15.3M
Bayhunt Capital LLC 8.09% — 112,504 $14.7M
Elevation Point Wealth Partners, LLC 0.70% Reduce -0.2% 112,484 $14.6M
State of Wisconsin Investment Board 0.03% Reduce -2.3% 109,773 $14.3M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.7% 107,616 $14.0M
Danske Bank A/S 0.03% Add +3.6% 104,117 $13.6M
Korea Investment CORP 0.03% Add +62.5% 104,049 $13.5M
Vert Asset Management LLC 4.48% Add +6.8% 103,492 $13.5M
LPL Financial LLC 0.00% Reduce -13.5% 102,507 $13.3M
Public Employees Retirement Association of Colorado 0.05% No change 100,264 $13.1M
Handelsbanken Fonder AB 0.04% Reduce -9.1% 97,691 $12.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +162.6% 95,390 $12.4M
National Bank of Canada 0.01% Reduce -30.0% 92,026 $12.0M
Royal London Asset Management Ltd. 0.02% Reduce -0.9% 90,305 $11.8M
Treasurer of the State of North Carolina 0.04% Reduce -6.8% 88,272 $11.5M
Stifel Financial Corp. 0.01% Reduce -13.2% 80,883 $10.5M
Storebrand Asset Management As 0.03% Reduce -7.1% 78,884 $10.3M
Quantinno Capital Management LP 0.02% Add +31.1% 78,576 $10.2M
Nisa Investment Advisors, LLC 0.03% Reduce -16.9% 75,162 $9.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +1.6% 74,985 $9.8M
TD Asset Management Inc 0.01% Reduce -0.4% 74,677 $9.7M
Brookstone Capital Management 0.11% Reduce -2.7% 74,610 $9.7M
IFM Investors Pty Ltd 0.08% Add +0.0% 74,379 $9.7M
KLP Kapitalforvaltning As 0.04% Add +0.7% 73,780 $9.6M
1832 Asset Management L.P. 0.01% Add +2.7% 73,255 $9.5M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +9.0% 71,824 $9.4M
UniSuper Management Pty Ltd 0.05% Reduce -19.8% 67,492 $8.8M
Baron Capital (BAMCO) 0.02% New 64,735 $8.4M
Wealthfront Advisers LLC 0.02% Add +23.1% 62,729 $8.2M
Guggenheim Capital LLC 0.06% Reduce -1.2% 60,804 $7.9M
Gotham Asset Management 0.03% Reduce -29.1% 59,823 $7.8M
NEOS Investment Management LLC 0.04% Add +29.9% 59,728 $7.8M
Nissay Asset Management Corp. /Japan 0.04% Add +2.5% 59,507 $7.7M
Arizona State Retirement System 0.04% Reduce -7.1% 58,236 $7.6M
New Age Alpha Advisors, LLC 0.32% Reduce -0.4% 57,209 $7.4M
Metis Global Partners, LLC 0.18% Add +3.6% 56,950 $7.4M
First Trust Advisors LP 0.01% Add +55.7% 56,784 $7.4M
MetLife Investment Management, LLC 0.04% Reduce -3.1% 56,756 $7.4M
Czech National Bank 0.05% Add +3.8% 55,969 $7.3M
GSI Capital Advisors LLC 4.08% Add +42.4% 55,897 $7.3M
State of Michigan Retirement System 0.04% Reduce -3.1% 55,579 $7.2M
Credit Agricole S A 0.02% Reduce -12.5% 54,140 $7.1M
Public Sector Pension Investment Board 0.02% Add +18.2% 54,082 $7.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +693.2% 53,120 $6.9M
Capital Research Global Investors 0.00% Reduce -83.7% 52,642 $6.9M
Creative Planning 0.00% Add +58.5% 52,627 $6.9M
Balyasny Asset Management L.P. 0.01% Reduce -38.7% 50,986 $6.6M
Callodine Capital Management, LP 0.52% Add +1150.0% 50,000 $6.5M
CIBC Asset Management Inc 0.02% Add +69.9% 49,863 $6.5M
Westpac Banking Corp. 0.40% Add +8.6% 48,986 $6.4M
Bank of Nova Scotia 0.01% Reduce -1.6% 48,918 $6.4M
ProShare Advisors LLC 0.01% Add +7.5% 47,744 $6.2M
USS Investment Management Ltd 0.03% Add +7.9% 46,437 $6.0M
Utah Retirement Systems 0.06% Add +32.9% 46,217 $6.0M
Natixis 0.02% Add +12.4% 45,684 $5.9M
Exchange Traded Concepts, LLC 0.05% Add +4464.0% 44,864 $5.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +21.5% 43,969 $5.7M
Teacher Retirement System of Texas 0.02% Reduce -51.6% 43,468 $5.7M
Forsta Ap-Fonden 0.03% Reduce -3.6% 43,400 $5.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% New 42,256 $5.5M
Voya Investment Management LLC 0.01% Reduce -90.0% 41,899 $5.5M
DNB Asset Management AS 0.02% Add +3.6% 41,000 $5.3M
Manning & Napier Advisors LLC 0.07% Add +3007.7% 40,089 $5.2M
Amalgamated Bank 0.04% Reduce -1.8% 39,606 $5.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -68.2% 39,292 $5.1M
Fisher Asset Management 0.00% Reduce -0.1% 39,101 $5.1M
Jacobsen Capital Management 1.65% Reduce -0.0% 38,796 $5.1M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.5% 38,344 $5.0M
KBC Group NV 0.01% Reduce -0.4% 37,929 $4.9M
Northwest & Ethical Investments L.P. 0.11% No change 37,800 $4.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -85.7% 37,597 $4.9M
Captrust Financial Advisors 0.01% Reduce -14.4% 37,150 $4.8M
Cerity Partners LLC 0.01% Reduce -41.4% 37,055 $4.8M
Ilmarinen Mutual Pension Insurance Co 0.04% Add +165.0% 36,300 $4.7M
M&T Bank Corp 0.02% Add +165.6% 36,009 $4.7M
XTX Topco Ltd 0.12% New 34,094 $4.4M
Masterton Capital Management, LP 3.07% Reduce -38.6% 33,850 $4.4M
Susquehanna International Group, LLP 0.01% Add +11.4% 33,207 $4.3M
Yousif Capital Management, LLC 0.05% Reduce -6.6% 28,983 $4.2M
Natixis Advisors, LLC 0.01% Reduce -39.3% 32,219 $4.2M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -5.2% 32,148 $4.2M
Xponance LLC 0.03% Add +6.2% 32,125 $4.2M
Mariner, LLC 0.01% Reduce -0.1% 32,039 $4.2M
Andra AP-fonden 0.05% Add +100.0% 32,000 $4.2M
Brasada Capital Management, LP 0.70% Reduce -13.7% 30,991 $4.1M
SummitTX Capital, L.P. 0.12% Reduce -25.9% 31,001 $4.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% — 30,940 $4.0M
New York Life Investment Management LLC 0.03% Reduce -0.5% 30,818 $4.0M
Cetera Investment Advisers 0.00% Reduce -46.1% 30,720 $4.0M
Allstate Corp. 0.05% Add +131.6% 30,145 $3.9M
Mercer Global Advisors Inc. 0.01% Reduce -14.8% 30,131 $3.9M
Sterling Capital Management LLC 0.06% Reduce -4.7% 28,606 $3.7M
Landscape Capital Management, L.L.C. 0.25% Reduce -17.2% 28,430 $3.7M
Rakuten Investment Management, Inc. 0.01% Reduce -36.1% 27,921 $3.7M
Davis Selected Advisers 0.02% Reduce -49.2% 27,955 $3.6M
Janus Henderson Group PLC 0.00% Add +1.5% 27,810 $3.6M
Rafferty Asset Management, LLC 0.01% Reduce -3.9% 27,444 $3.6M
Allianz SE 0.05% No change 27,061 $3.5M
Liberty One Investment Management, LLC 0.44% Reduce -39.3% 26,493 $3.4M
Moody LYNN Lieberson & Walker, LLC 0.18% Reduce -4.5% 26,007 $3.4M
Fieldview Capital Management, LLC 0.57% New 25,967 $3.4M
US Bancorp \de 0.00% Reduce -10.8% 25,776 $3.4M
Edgestream Partners, L.P. 0.09% New 25,431 $3.3M
Vident Advisory, LLC 0.03% Add +192.9% 25,218 $3.3M
Sophron Capital Management L.P. 1.05% Add +68.7% 25,197 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Add +18.0% 24,880 $3.2M
Texas Yale Capital Corp. 0.10% Reduce -9.5% 24,871 $3.2M
FIL Ltd 0.00% Add +12.4% 24,573 $3.2M
Oregon Public Employees Retirement Fund 0.04% Add +0.4% 24,340 $3.2M
Sanctuary Advisors, LLC 0.02% Reduce -3.0% 23,786 $3.1M
Mackenzie Financial Corp. 0.00% Add +5.5% 23,568 $3.1M
OP Asset Management Ltd 0.04% No change 23,677 $3.1M
Lasalle Investment Management Securities LLC 0.12% Reduce -28.6% 23,416 $3.0M
Peapack Gladstone Financial Corp. 0.04% Add +1.9% 23,342 $3.0M
Inspire Investing, LLC 0.27% Add +2.0% 23,186 $3.0M
Knights of Columbus Asset Advisors LLC 0.17% Add +15.9% 23,176 $3.0M
Norinchukin Bank, The 0.03% Add +2.3% 22,827 $3.0M
Mutual of America Capital Management LLC 0.03% Reduce -0.9% 22,790 $3.0M
Ieq Capital, LLC 0.01% Reduce -54.1% 22,705 $3.0M
Allspring Global Investments Holdings, LLC 0.00% Add +2.0% 22,556 $3.0M
HighTower Advisors, LLC 0.00% Reduce -54.1% 22,368 $2.9M
Private Advisor Group, LLC 0.01% Add +3.6% 22,130 $2.9M
Stance Capital LLC 1.05% New 21,894 $2.9M
Diversify Wealth Management, LLC 0.13% Reduce -4.0% 20,073 $2.8M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -1.3% 21,289 $2.8M
Nordea Investment Management AB 0.00% Add +1.4% 20,211 $2.6M
Capital International, Inc. 0.02% No change 20,232 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.3% 20,053 $2.6M
Ethic Inc. 0.04% Reduce -10.8% 20,017 $2.6M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.4% 18,871 $2.6M
Cwm, LLC 0.01% Reduce -53.6% 19,274 $2.5M
Ally Financial Inc. 0.30% No change 19,000 $2.5M
Pensionfund PDN 1.53% Add +5.9% 17,840 $2.3M
Investment Management Corp of Ontario 0.03% Add +77.2% 17,680 $2.3M
Duff & Phelps Investment Management Co. 0.03% No change 17,103 $2.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -10.8% 16,937 $2.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.19% No change 16,794 $2.2M
Vanderbilt University 0.37% Reduce -1.6% 16,701 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% No change 16,599 $2.2M
Mattson Financial Services, LLC 0.49% Reduce -7.2% 16,136 $2.1M
Oppenheimer Asset Management Inc. 0.03% Add +10.6% 16,127 $2.1M
Mizuho Securities USA LLC 0.03% Reduce -0.0% 15,455 $2.1M
Swiss Life Asset Management Ltd 0.01% Reduce -7.6% 15,776 $2.1M
Avanza Fonder AB 0.05% No change 15,715 $2.0M
Arkadios Wealth Advisors 0.04% Add +1.5% 15,273 $2.0M
Commerce Bank 0.01% Reduce -1.1% 15,179 $2.0M
Candriam S.C.A. 0.01% Add +14.2% 14,195 $1.8M
AG2R La Mondiale Gestion D'actifs 0.08% Add +25.8% 14,150 $1.8M
Pathstone Holdings, LLC 0.01% Add +5.2% 14,067 $1.8M
MAI Capital Management 0.01% Reduce -18.4% 13,905 $1.8M
DoubleLine ETF Adviser LP 0.54% Add +4.0% 13,759 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -14.5% 13,389 $1.7M
Taylor Frigon Capital Management LLC 0.88% Add +7.9% 13,382 $1.7M
RD Lewis Holdings, Inc. 1.47% Reduce -3.5% 12,489 $1.7M
Kentucky Retirement Systems 0.05% No change 13,226 $1.7M
GeoWealth Management, LLC 0.06% Add +7.5% 13,205 $1.7M
Farringdon Capital, Ltd. 0.41% New 12,682 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.8% 12,669 $1.6M
Kestra Advisory Services, LLC 0.01% Add +36.7% 12,444 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -1.6% 12,439 $1.6M
Johnson Investment Counsel Inc. 0.01% Reduce -5.8% 12,440 $1.6M
Paralel Advisors LLC 0.06% No change 12,350 $1.6M
Naviter Wealth, LLC 0.21% Reduce -18.3% 12,343 $1.6M
Hartford Investment Management Co. 0.05% Reduce -1.3% 12,192 $1.6M
Tran Capital Management, L.P. 0.19% No change 11,910 $1.6M
Intact Investment Management Inc. 0.04% Reduce -12.5% 11,900 $1.5M
Fifth Third Bancorp 0.00% Add +6.5% 11,810 $1.5M
Presima Securities ULC 0.87% Add +0.2% 11,624 $1.5M
Corient Private Wealth LP 0.00% Reduce -5.3% 11,573 $1.5M
Eurizon Capital SGR S.p.A. 0.00% — 11,230 $1.5M
Advisory Services Network, LLC 0.02% No change 11,193 $1.5M
Crossmark Global Holdings, Inc. 0.02% Reduce -9.9% 10,927 $1.4M
Physician Wealth Advisors, Inc. 0.20% Add +0.2% 10,884 $1.4M
Spirit of America Management Corp. 0.30% Add +2.8% 10,880 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -2.7% 10,800 $1.4M
Lido Advisors, LLC 0.01% Add +2.3% 10,059 $1.4M
Gulf International Bank (UK) Ltd 0.04% No change 10,393 $1.4M
Osmosis Investment Management UK Ltd 0.03% — 10,338 $1.3M
Maryland State Retirement & Pension System 0.03% No change 10,239 $1.3M
Tidal Investments LLC 0.01% Add +8.4% 10,173 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -2.5% 10,168 $1.3M
Clearbridge Investments, LLC 0.00% No change 10,095 $1.3M
Donaldson Capital Management, LLC 0.04% Reduce -24.7% 10,089 $1.3M
Abn Amro Investment Solutions 0.02% Add +416.9% 10,075 $1.3M
Winmill & Co. Inc. 0.35% No change 10,027 $1.3M
New Mexico Educational Retirement Board 0.04% Add +3.1% 9,900 $1.3M
Lotus Technology Management, LP 0.70% — 9,744 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -12.5% 9,468 $1.2M
Jefferies Financial Group Inc. 0.01% Add +116.9% 9,414 $1.2M
Brown Financial Advisors 0.44% Reduce -13.7% 9,217 $1.2M
King Luther Capital Management Corp. 0.00% Reduce -0.8% 8,955 $1.2M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -3.9% 8,929 $1.2M
Pensionfund Sabic 0.31% Add +14.2% 8,855 $1.2M
Capital Management Corp. 0.19% No change 8,850 $1.2M
Janney Montgomery Scott LLC 0.00% Add +37.4% 8,801 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -4.1% 8,730 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +9.9% 8,719 $1.1M
MUFG Securities EMEA plc 0.01% Add +114.4% 8,711 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +256.5% 8,541 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.0% 8,463 $1.1M
Summit Trail Advisors, LLC 0.02% Reduce -17.6% 8,376 $1.1M
Capital International Sarl 0.02% No change 8,304 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -28.5% 8,237 $1.1M
Howard Capital Management, LLC 0.01% Add +0.1% 8,216 $1.1M
Harbour Investments, Inc. 0.02% Add +15978.4% 8,200 $1.1M
Courier Capital LLC 0.06% Add +0.3% 8,090 $1.1M
Nomura Holdings Inc. 0.00% Reduce -16.3% 8,085 $1.1M
Schiavi & Co LLC 0.33% Add +16.3% 7,938 $1.0M
Worldquant Millennium Advisors LLC 0.00% Add +7.3% 7,797 $1.0M
Ossiam 0.02% Reduce -58.4% 7,665 $998K
OMERS ADMINISTRATION Corp 0.01% No change 7,593 $989K
United Capital Financial Advisors, LLC 0.01% Reduce -10.0% 7,579 $987K
Stock Yards Bank & Trust Co. 0.03% Reduce -1.3% 7,504 $977K
Ostrum Asset Management 0.05% Reduce -24.9% 7,274 $947K
Intech Investment Management LLC 0.01% Reduce -53.7% 7,228 $941K
North Dakota State Investment Board 0.04% — 7,223 $941K
Fulton Breakefield Broenniman LLC 0.06% Reduce -21.5% 7,188 $936K
Horizon Investments, LLC 0.01% Add +9.0% 7,159 $932K
LDR Capital Management LLC 1.94% New 6,847 $892K
ASR Vermogensbeheer N.V. 0.01% Reduce -0.4% 6,845 $891K
Keybank National Association 0.00% Reduce -1.5% 6,822 $888K
Money Concepts Capital Corp. 0.05% Add +8.3% 6,795 $885K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 6,782 $883K
Cascade Investment Group, Inc. 0.58% Reduce -9.9% 6,697 $872K
Blueshift Asset Management, LLC 0.25% New 6,586 $858K
Wedbush Securities Inc. 0.02% Reduce -4.8% 6,528 $850K
Campbell & CO Investment Adviser LLC 0.04% Add +28.0% 6,313 $822K
Archer Investment Corp 0.18% No change 6,109 $796K
Hummer Financial Advisory Services Inc 0.55% Add +0.1% 5,928 $772K
Callan Family Office, LLC 0.02% Add +65.8% 5,924 $771K
Orion Porfolio Solutions, LLC 0.01% Reduce -28.9% 5,910 $770K
NewEdge Advisors, LLC 0.00% Add +4.3% 5,781 $753K
Securian Asset Management, Inc. 0.03% Reduce -43.1% 5,771 $752K
Sequoia Financial Advisors, LLC 0.00% Add +70.2% 5,752 $749K
LJI Wealth Management, LLC 0.11% Add +9.6% 5,730 $746K
Capital Square, LLC 0.38% Reduce -23.8% 5,723 $745K
Mufg Securities Americas Inc. 0.05% Reduce -0.1% 5,718 $745K
Squarepoint Ops LLC 0.00% Reduce -4.7% 5,656 $737K
Aegis Wealth Management, Inc. 0.57% — 5,605 $730K
Ignite Planners, LLC 0.11% Reduce -19.6% 5,276 $728K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 5,544 $722K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -83.6% 5,435 $708K
Empowered Funds, LLC 0.01% Reduce -26.0% 5,337 $695K
Whalerock Point Partners, LLC 0.13% No change 5,244 $683K
WASHINGTON TRUST Co 0.02% No change 5,225 $680K
Pinebridge Investments LLC 0.01% — 5,201 $677K
Penserra Capital Management LLC 0.01% Add +14.1% 5,123 $666K
Merit Financial Group, LLC 0.01% Reduce -22.8% 5,073 $661K
Savant Capital, LLC 0.00% Add +0.8% 5,067 $660K
E. Ohman J:or Asset Management AB 0.02% Reduce -47.5% 5,017 $653K
D.A. Davidson & Co. 0.00% Add +164.1% 5,004 $652K
B. Metzler seel. Sohn & Co. AG 0.01% No change 4,875 $635K
Krilogy Financial LLC 0.02% Add +3.6% 4,426 $620K
Harbor Capital Advisors, Inc. 0.05% Add +6.9% 4,720 $615K
Paladin Wealth, LLC 0.42% Reduce -7.9% 4,703 $612K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.5% 4,949 $611K
Bessemer Group Inc. 0.00% Reduce -9.1% 4,622 $602K
Rockland Trust Co. 0.02% Add +17.8% 4,610 $600K
Glenmede Trust Co. NA 0.00% — 4,598 $599K
MML Investors Services, LLC 0.00% Reduce -29.2% 4,587 $597K
Erste Asset Management GmbH 0.00% Reduce -8.2% 4,500 $588K
Brown Advisory Inc. 0.00% Reduce -1.3% 4,381 $570K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +114.9% 4,298 $560K
Prudential PLC 0.00% No change 4,274 $557K
EP Wealth Advisors, LLC 0.00% — 4,222 $550K
Vestcor Inc 0.02% Reduce -38.7% 4,209 $548K
CSS LLC 0.09% New 4,170 $543K
Assetmark, Inc. 0.00% Reduce -8.1% 4,165 $542K
Values First Advisors, Inc. 0.28% Add +7.8% 4,082 $532K
Daiichi Life Insurance Co., Ltd. 0.01% No change 4,064 $529K
Gallacher Capital Management LLC 0.20% Add +4.2% 4,045 $527K
Hartline Investment Corp./ 0.06% Reduce -9.9% 4,021 $524K
Canada Post Corp Registered Pension Plan 0.02% Add +39.9% 3,962 $516K
Coldstream Capital Management Inc. 0.01% Reduce -0.4% 3,958 $515K
AlphaCore Capital LLC 0.01% Add +17.8% 3,913 $510K
Apollon Wealth Management, LLC 0.01% Reduce -0.5% 3,911 $509K
Los Angeles Capital Management LLC 0.00% Reduce -11.8% 3,755 $506K
HUB Investment Partners, LLC 0.01% New 3,886 $506K
Peterson Wealth Services 0.13% Reduce -84.5% 3,865 $503K
Tema ETFs LLC 0.04% Reduce -0.2% 3,842 $500K
Ofi Invest Asset Management 0.01% Reduce -3.1% 4,487 $498K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -12.2% 3,810 $496K
Praxis Investment Management Inc. 0.03% Add +110.9% 3,779 $492K
Curi Capital, LLC 0.01% New 3,757 $489K
NewEdge Wealth, LLC 0.01% Add +14.6% 3,744 $488K
CWA Asset Management Group, LLC 0.02% Reduce -4.0% 3,662 $477K
Profund Advisors LLC 0.01% Add +23.6% 3,653 $476K
McDonough Capital Management, Inc 0.23% Reduce -48.2% 3,556 $463K
Douglass Winthrop Advisors, LLC 0.01% Reduce -0.9% 3,550 $462K
Regions Financial Corp. 0.00% Reduce -18.9% 3,542 $461K
Twin Capital Management Inc. 0.06% Reduce -39.7% 3,521 $459K
GF Fund Management Co. LTD. 0.01% Reduce -1.1% 3,517 $458K
&partners 0.00% Reduce -21.4% 3,508 $456K
CIBC Private Wealth Group LLC 0.00% Reduce -11.0% 3,498 $456K
BCO Wealth Management LLC 0.27% No change 3,437 $448K
Truist Financial Corp. 0.00% Reduce -76.9% 3,392 $442K
Farther Finance Advisors, LLC 0.00% Add +119.2% 3,329 $434K
Panagora Asset Management Inc. 0.00% No change 3,303 $430K
AlphaGrep UK Ltd 0.14% — 3,232 $421K
TCW Group Inc. 0.00% New 3,218 $419K
Navellier & Associates Inc. 0.05% Reduce -17.9% 3,165 $412K
Visionary Horizons, LLC 0.21% Reduce -1.9% 3,150 $410K
Virtu Financial LLC 0.02% New 3,150 $410K
Syon Capital LLC 0.02% Add +90.4% 3,120 $406K
Two Sigma Securities, LLC 0.06% New 3,110 $405K
Mather Group, Llc. 0.00% Add +13.1% 3,086 $402K
Cynosure Group, LLC 0.04% Add +7.8% 3,076 $401K
Spirepoint Private Client, LLC 0.04% Reduce -15.7% 3,036 $395K
Three Seasons Wealth, LLC 0.04% No change 3,000 $391K
Siemens Fonds Invest GmbH 0.02% No change 2,962 $390K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -5.2% 2,936 $382K
Sivia Capital Partners, LLC 0.08% Add +15.2% 2,927 $381K
IFP Advisors, Inc 0.01% Add +9.1% 2,893 $377K
Impact Partnership Wealth, LLC 0.05% New 2,892 $377K
Ellevest, Inc. 0.05% Reduce -9.1% 2,875 $374K
V-Square Quantitative Management LLC 0.04% New 2,850 $371K
First Merchants Corp. 0.01% No change 2,818 $367K
Orange Investment Advisors, Inc. 0.04% Add +0.2% 2,817 $367K
Allworth Financial LP 0.00% Reduce -24.1% 2,804 $365K
HB Wealth Management, LLC 0.00% Reduce -21.3% 2,776 $361K
Cresset Asset Management, LLC 0.00% Add +86.6% 2,715 $354K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -49.5% 2,712 $353K
Checchi Capital Advisers, LLC 0.02% Reduce -10.9% 2,708 $353K
Angeles Wealth Management, LLC 0.02% New 2,707 $353K
Horst & Graben Wealth Management LLC 0.05% Reduce -0.0% 2,697 $351K
Trust Co. of Toledo NA 0.03% No change 2,695 $351K
GAMMA Investing LLC 0.02% Reduce -28.3% 2,693 $351K
Segment Wealth Management, LLC 0.02% Reduce -3.7% 2,609 $340K
Sandhill Capital Partners LLC 0.02% No change 2,588 $337K
QRG Capital Management, Inc. 0.00% Reduce -3.8% 2,549 $332K
Snowden Capital Advisors LLC 0.01% Add +15.7% 2,523 $329K
Astoria Portfolio Advisors LLC. 0.07% Add +13.3% 2,154 $324K
Intrua Financial, LLC 0.03% Reduce -2.9% 2,423 $316K
Benjamin Edwards Inc. 0.00% Reduce -49.9% 2,408 $314K
Gryphon Financial Partners LLC 0.03% Reduce -13.5% 2,398 $312K
Larson Financial Group LLC 0.01% Reduce -16.4% 2,390 $311K
Pallas Capital Advisors LLC 0.01% Reduce -76.1% 2,384 $311K
Reynders McVeigh Capital Management, LLC 0.01% No change 2,347 $306K
Delta Capital Management LLC 0.17% No change 2,325 $303K
Wedge Capital Management L L P 0.01% Add +1.9% 2,321 $302K
Ethos Financial Group, LLC 0.02% Reduce -22.4% 2,289 $298K
Level Four Advisory Services, LLC 0.01% Add +0.0% 2,282 $297K
Marex Group Ltd 0.00% New 2,267 $295K
MASTERINVEST Kapitalanlage GmbH 0.03% New 2,235 $294K
Leavell Investment Management, Inc. 0.01% Add +0.0% 2,258 $294K
American Investment Services, Inc. 0.07% No change 2,249 $293K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -63.2% 2,234 $291K
Choate Investment Advisors 0.01% Reduce -0.1% 2,223 $290K
Loudon Investment Management, LLC 0.15% No change 2,215 $288K
Abel Hall, LLC 0.07% Reduce -5.5% 2,196 $286K
DRW Securities, LLC 0.02% Reduce -68.0% 2,185 $285K
Vontobel Holding Ltd. 0.00% No change 2,184 $284K
Jones Financial Companies LLLP 0.00% Add +9.1% 2,155 $281K
CM Wealth Advisors LLC 0.06% New 2,150 $280K
Sagewood Asset Management LP 0.10% — 2,149 $280K
Glenview Trust Co 0.00% Reduce -8.6% 2,140 $279K
Fiduciary Group, LLC 0.02% Add +3.2% 2,138 $278K
Legacy Wealth Asset Management, LLC 0.07% Reduce -0.8% 2,119 $276K
Atria Investments, Inc 0.00% Reduce -35.5% 2,118 $276K
GTS Securities LLC 0.01% Add +25.3% 2,113 $275K
Independent Financial Group, LLC 0.01% Reduce -10.9% 2,095 $273K
Essential Partners LLC 0.08% Reduce -54.3% 2,081 $271K
Capstone Investment Advisors, LLC 0.00% New 2,058 $268K
Safe Harbor Wealth Advisors, LLC 0.26% — 1,851 $267K
Independent Advisor Alliance 0.01% Reduce -3.1% 2,044 $266K
Cigna Investments Inc. 0.04% Reduce -2.5% 2,030 $264K
Quadrant Capital Group LLC 0.01% Reduce -61.1% 2,016 $263K
Wilmington Savings Fund Society, FSB 0.01% Reduce -0.6% 2,013 $262K
One Capital Management, LLC 0.01% Reduce -3.5% 2,006 $261K
Symphony Financial, Ltd. Co. 0.04% Reduce -21.0% 1,985 $261K
Summit Place Financial Advisors, LLC 0.13% No change 2,000 $260K
Naples Global Advisors, LLC 0.02% No change 1,965 $256K
Pinnacle Associates Ltd. 0.00% New 1,961 $255K
Sigma Planning Corp 0.01% Reduce -1.1% 1,958 $255K
Bailard, Inc. 0.01% Add +7.3% 1,952 $254K
Global Retirement Partners, LLC 0.00% Add +301.2% 1,942 $253K
Greenfield Seitz Capital Management, LLC 0.08% No change 1,942 $253K
Ameritas Investment Partners, Inc. 0.01% No change 1,935 $252K
Chilton Capital Management LLC 0.01% Reduce -95.5% 1,914 $249K
Brooklyn Investment Group 0.01% Add +34.6% 1,879 $246K
FJ Capital Management LLC 0.03% Reduce -80.7% 1,884 $245K
Olde Wealth Management, LLC 0.07% Reduce -0.7% 1,855 $241K
Stratos Wealth Partners, LTD. 0.00% Add +19.0% 1,845 $240K
Chicago Partners Investment Group LLC 0.01% Reduce -5.4% 1,695 $240K
Canandaigua National Bank & Trust Co. 0.02% No change 1,840 $240K
Truvestments Capital LLC 0.04% Reduce -1.2% 1,839 $239K
Aptus Capital Advisors, LLC 0.00% Add +7.2% 1,835 $239K
First Citizens Bank & Trust Co. 0.00% Add +6.4% 1,816 $236K
Caprock Group, LLC 0.01% Add +28.3% 1,809 $236K
Premier Path Wealth Partners, LLC 0.03% New 1,808 $235K
Choreo, LLC 0.00% Reduce -11.9% 1,747 $234K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% — 1,794 $234K
Hutchens & Kramer Investment Management Group, LLC 0.08% New 1,782 $232K
Beaton Management Co. Inc. 0.10% No change 1,750 $228K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% No change 1,745 $227K
Leonteq Securities AG 0.01% Reduce -1.6% 1,742 $227K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.5% 1,712 $223K
Whittier Trust Co. 0.00% Reduce -19.0% 1,639 $222K
Gilman Hill Asset Management, LLC 0.03% Add +5.0% 1,690 $220K
Patton Fund Management, Inc. 0.03% Add +8.3% 1,690 $220K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -20.3% 1,621 $220K
Parsons Capital Management Inc. 0.01% No change 1,677 $218K
Adams Wealth Management 0.05% Reduce -10.6% 1,650 $215K
CacheTech Inc. 0.04% Reduce -10.6% 1,650 $215K
Farmers & Merchants Investments Inc. 0.01% No change 1,647 $214K
Atlantic Union Bankshares Corp 0.00% No change 1,640 $214K
Cetera Trust Company, N.A 0.11% Reduce -19.8% 1,621 $211K
Wellington Management Group LLP 0.00% Reduce -96.5% 1,621 $211K
Auxano Advisors, LLC 0.04% Reduce -0.4% 1,620 $211K
Capital Analysts, LLC 0.01% Add +0.1% 1,613 $210K
Charter Research & Investment Group, Inc. 0.14% No change 1,610 $210K
Baird Financial Group, Inc. 0.00% Reduce -7.6% 1,592 $207K
Parvin Asset Management, LLC 0.17% No change 1,581 $206K
Fulton Bank, N.A. 0.01% Add +6.3% 1,575 $205K
Evolve Private Wealth, LLC 0.01% — 1,567 $204K
Vise Technologies, Inc. 0.00% New 1,558 $203K
Tiaa Trust, National Association 0.00% New 1,556 $203K
Sheets Smith Wealth Management 0.02% Add +0.3% 1,546 $201K
HM Payson & Co. 0.00% No change 1,419 $185K
Brown Brothers Harriman & Co. 0.00% Reduce -6.3% 1,346 $175K
Signaturefd, LLC 0.00% Reduce -19.0% 1,318 $172K
Geneos Wealth Management Inc. 0.00% Reduce -7.2% 1,298 $169K
Arax Advisory Partners 0.00% Reduce -94.9% 1,202 $157K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +14.3% 1,200 $156K
Federated Hermes, Inc. 0.00% Reduce -55.7% 1,200 $156K
Parallel Advisors, LLC 0.00% Add +16.3% 1,190 $155K
CX Institutional 0.00% Reduce -0.6% 1,186 $154K
Huntington National Bank 0.00% Reduce -60.4% 1,167 $152K
Clearstead Advisors, LLC 0.00% Reduce -66.3% 1,144 $149K
Smartleaf Asset Management LLC 0.01% Reduce -18.2% 1,112 $146K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,100 $143K
Plato Investment Management Ltd 0.01% No change 1,093 $143K
TCTC Holdings, LLC 0.00% No change 954 $124K
Bellevue Asset Management, LLC 0.04% No change 942 $123K
CVA Family Office, LLC 0.01% Reduce -10.5% 884 $115K
Bartlett & Co. Wealth Management LLC 0.00% Add +5.1% 848 $110K
Lanark Financial, Inc. 0.01% Reduce -12.3% 823 $107K
AlphaQuest LLC 0.01% Reduce -88.8% 778 $101K
HHM Wealth Advisors, LLC 0.01% No change 772 $101K
EverSource Wealth Advisors, LLC 0.00% Reduce -64.7% 757 $99K
Generali Investments, Management Co LLC 0.02% Reduce -48.5% 741 $96K
DiNuzzo Private Wealth, Inc. 0.01% No change 715 $93K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 706 $92K
DV Trading LLC 0.01% — 700 $91K
Covestor Ltd 0.05% Reduce -3.2% 675 $88K
ESL Trust Services, LLC 0.02% No change 671 $87K
Eurizon SLJ Capital Ltd 0.03% — 635 $83K
Blue Trust, Inc. 0.00% Reduce -20.0% 635 $83K
Sherman Asset Management, Inc. 0.07% No change 626 $82K
Vaughan Nelson Investment Management, L.P. 0.00% No change 625 $81K
MassMutual Private Wealth & Trust, FSB 0.00% Add +26.6% 623 $81K
CYBER HORNET ETFs LLC 0.05% Add +6.1% 610 $79K
UMB Bank, n.a. 0.00% Add +7.1% 603 $79K
Catalyst Capital Advisors LLC 0.00% No change 600 $78K
Ancora Advisors LLC 0.00% Add +2835.0% 587 $76K
Cromwell Holdings LLC 0.04% Add +14.6% 574 $75K
Generali Asset Management SPA SGR 0.00% No change 561 $73K
Parkside Financial Bank & Trust 0.01% Reduce -2.3% 553 $72K
Manchester Capital Management LLC 0.01% Add +18.9% 540 $70K
Sentry Investment Management LLC 0.05% No change 537 $70K
CENTRAL TRUST Co 0.00% Reduce -14.2% 530 $69K
Spire Wealth Management 0.00% Reduce -15.4% 516 $67K
Quent Capital, LLC 0.00% Add +8.6% 478 $62K
Global X Japan Co., Ltd. 0.00% Reduce -21.2% 458 $60K
Sound Income Strategies, LLC 0.00% Reduce -33.8% 392 $58K
Summit Securities Group LLC 0.01% Add +13.7% 416 $54K
Basecamp Wealth Advisors LLC 0.01% — 405 $53K
Mechanics Financial Corp 0.02% No change 389 $51K
Armstrong Advisory Group, Inc. 0.00% No change 384 $50K
Fulcrum Asset Management LLP 0.01% No change 364 $48K
Asset Planning,Inc 0.03% No change 350 $46K
Hantz Financial Services, Inc. 0.00% Reduce -48.1% 336 $44K
Creative Financial Designs Inc. 0.00% Add +39.5% 325 $42K
Smithfield Trust Co 0.00% No change 309 $41K
Zions Bancorporation, National Association 0.00% Add +172.3% 305 $40K
DV Equities, LLC 0.01% — 296 $39K
Rosenberg Matthew Hamilton 0.01% Add +442.9% 266 $35K
MTM Investment Management, LLC 0.01% No change 260 $34K
Davis Capital Management 0.02% No change 247 $32K
Muzinich & Co., Inc. 0.01% Reduce -58.2% 229 $30K
Rothschild Investment LLC 0.00% Reduce -59.6% 228 $30K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -18.2% 216 $28K
Centerpoint Advisors, LLC 0.01% Add +14.6% 212 $28K
Reflection Asset Management 0.02% — 203 $26K
Chung Wu Investment Group, LLC 0.02% No change 200 $26K
Deseret Mutual Benefit Administrators 0.01% Add +38.7% 197 $26K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.6% 189 $25K
Tobam 0.01% Reduce -41.4% 187 $24K
Capital Advisors, Ltd. LLC 0.00% No change 183 $24K
NFSG Corp 0.00% No change 180 $23K
State of Wyoming 0.00% Add +26.2% 178 $23K
Transamerica Financial Advisors, LLC 0.00% Add +42.9% 170 $22K
Sunbelt Securities, Inc. 0.00% Add +21.3% 165 $21K
Salomon & Ludwin, LLC 0.00% Add +19.9% 163 $21K
SageView Advisory Group, LLC 0.00% New 159 $21K
Golden State Wealth Management, LLC 0.00% No change 159 $21K
Elyxium Wealth, LLC 0.01% New 158 $21K
SHP Wealth Management 0.00% — 157 $20K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -28.8% 151 $20K
Blueline Advisors LLC 0.02% — 151 $20K
DT Investment Partners, LLC 0.00% No change 142 $18K
True Wealth Design, LLC 0.01% Reduce -80.4% 141 $18K
Bank of New Hampshire 0.00% No change 138 $18K
Essential Investment Partners LLC 0.02% — 134 $17K
Caldwell Trust Co 0.00% No change 134 $17K
GW&K Investment Management, LLC 0.00% Reduce -8.0% 127 $17K
Bell Investment Advisors, Inc 0.00% Add +133.3% 126 $16K
Wiser Advisor Group LLC 0.02% Add +1.7% 120 $16K
Prosperity Bancshares Inc 0.01% — 114 $15K
Bogart Wealth, LLC 0.00% Add +12.1% 111 $14K
Dynamic Wealth Strategies, LLC 0.01% No change 105 $14K
Versant Capital Management, Inc 0.00% Reduce -50.7% 105 $14K
Raiffeisen Bank International AG 0.00% No change 102 $13K
Activest Wealth Management 0.00% Add +137.2% 102 $13K
Pinnacle Wealth Planning Services, Inc. 0.00% New 101 $13K
Heritage Wealth Advisors 0.00% No change 100 $13K
Private Wealth Management Group, LLC 0.00% Reduce -34.5% 95 $12K
Princeton Global Asset Management LLC 0.00% Add +1037.5% 91 $12K
Missouri Trust & Investment Co 0.00% No change 90 $12K
TD Private Client Wealth LLC 0.00% Reduce -15.1% 90 $12K
Cornerstone Planning Group LLC 0.00% Add +3.7% 84 $12K
REAP Financial Group, LLC 0.00% No change 75 $10K
Bruce G. Allen Investments, LLC 0.01% Reduce -63.0% 74 $10K
Swiss Re Ltd. 0.00% — 74 $10K
MV Capital Management, Inc. 0.00% Reduce -24.0% 73 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 66 $9K
Elevation Wealth Partners, LLC 0.00% No change 65 $8K
Washington Trust Advisors, Inc. 0.00% No change 65 $8K
Westfuller Advisors, LLC 0.00% Add +1.6% 65 $8K
LRI Investments, LLC 0.00% No change 64 $8K
Prestige Wealth Management Group LLC 0.00% Reduce -98.1% 59 $8K
Brentview Investment Management LLC 0.00% Reduce -99.7% 56 $7K
Financial Management Professionals, Inc. 0.00% Add +12.0% 56 $7K
Gould Capital, LLC 0.00% No change 55 $7K
High Note Wealth, LLC 0.00% Add +26.2% 53 $7K
MCF Advisors LLC 0.00% New 52 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 51 $7K
Byrne Asset Management LLC 0.00% No change 50 $7K
Westside Investment Management, Inc. 0.00% No change 47 $6K
Costello Asset Management, INC 0.00% New 47 $6K
Evolution Advisers, Inc. 0.00% No change 50 $6K
Howard Hughes Medical Institute 0.00% No change 45 $6K
Harbor Investment Advisory, LLC 0.00% No change 45 $6K
1620 Investment Advisors, Inc. 0.00% Reduce -30.2% 44 $6K
Rossby Financial, LCC 0.00% Add +152.9% 43 $6K
Red Tortoise LLC 0.00% No change 39 $5K
Fortitude Family Office, LLC 0.00% Reduce -31.5% 37 $5K
Raffa Wealth Management, LLC 0.00% No change 34 $4K
Glen Eagle Advisors, LLC 0.00% No change 34 $4K
Dogwood Wealth Management LLC 0.00% Add +37.5% 33 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 30 $4K
Ares Financial Consulting, LLC 0.00% — 29 $4K
Key Financial Inc 0.00% No change 29 $4K
CoreCap Advisors, LLC 0.00% Reduce -96.3% 28 $4K
Wolff Wiese Magana LLC 0.00% No change 27 $4K
North Star Investment Management Corp. 0.00% New 27 $4K
Private Trust Co. NA 0.00% Reduce -55.9% 26 $3K
Trust Co. of Vermont 0.00% No change 26 $3K
Legacy Wealth Managment, LLC 0.00% No change 25 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $3K
Root Financial Partners, LLC 0.00% Reduce -3.9% 25 $3K
POM Investment Strategies, LLC 0.00% New 24 $3K
Gold Investment Management Ltd. 0.00% No change 24 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 27 $3K
Johnson Financial Group, Inc. 0.00% Reduce -82.3% 23 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 23 $3K
Indiana Trust & Investment Management Co 0.00% No change 22 $3K
Darwin Wealth Management, LLC 0.00% No change 21 $3K
Abound Wealth Management 0.00% No change 20 $3K
SJS Investment Consulting Inc. 0.00% New 20 $3K
TD Waterhouse Canada Inc. 0.00% No change 20 $3K
Kilter Group LLC 0.00% Reduce -34.5% 19 $2K
Investors Research Corp 0.00% No change 19 $2K
Dunhill Financial, LLC 0.00% Add +63.6% 18 $2K
Cornerstone Financial Management LLC 0.00% — 18 $2K
Motco 0.00% No change 18 $2K
ORG Partners LLC 0.00% Add +21.4% 17 $2K
Bangor Savings Bank 0.00% New 16 $2K
Avion Wealth 0.00% Reduce -53.2% 22 $2K
TFC Financial Management, Inc. 0.00% Add +36.4% 15 $2K
SouthState Bank Corp 0.00% Reduce -59.5% 15 $2K
Tucker Asset Management LLC 0.00% New 15 $2K
Strategic Wealth Partners, Ltd. 0.00% Add +150.0% 15 $2K
Sachetta, LLC 0.00% No change 14 $2K
Clayton Financial Group LLC 0.00% Reduce -53.3% 14 $2K
Grove Bank & Trust 0.00% No change 14 $2K
First Horizon Corp. 0.00% No change 14 $2K
Hollencrest Capital Management 0.00% No change 13 $2K
Aviso Financial Inc. 0.00% No change 13 $2K
Kingdom Financial Group LLC. 0.00% New 12 $2K
AdvisorNet Financial, Inc 0.00% No change 11 $1K
Financial Consulate, Inc. 0.00% Reduce -28.6% 10 $1K
Wealth Watch Advisors, INC 0.00% Add +100.0% 10 $1K
J.Safra Asset Management Corp 0.00% No change 10 $1K
Signature Equity Partners, LLC 0.00% — 10 $1K
Fideuram Asset Management (Ireland) dac 0.00% — 9 $1K
IMG Wealth Management, Inc. 0.00% No change 9 $1K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 9 $1K
Strengthening Families & Communities, LLC 0.00% Reduce -25.0% 9 $1K
Colonial Trust Co / SC 0.00% Add +100.0% 8 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -22.2% 7 $912
Aspect Partners, LLC 0.00% No change 7 $912
BOK Financial Private Wealth, Inc. 0.00% No change 7 $912
American Capital Advisory, LLC 0.00% Add +25.0% 5 $652
Crewe Advisors LLC 0.00% No change 5 $652
Bayforest Capital Ltd 0.00% New 5 $651
Nvwm, LLC 0.00% Reduce -16.7% 5 $651
Triumph Capital Management 0.00% New 5 $651
Keating Financial Advisory Services, Inc. 0.00% — 5 $651
Retirement Wealth Solutions LLC 0.00% No change 4 $524
McGuire Capital Advisors Inc. 0.00% — 4 $521
Brown, Lisle/Cummings, Inc. 0.00% No change 4 $521
Bare Financial Services, Inc 0.00% Reduce -79.0% 4 $521
Highline Wealth Partners LLC 0.00% No change 4 $521
Rialto Wealth Management, LLC 0.00% No change 4 $521
Cullen/Frost Bankers, Inc. 0.00% Reduce -20.0% 4 $521
NorthAvenue LLC 0.00% — 2 $261
Quaker Wealth Management, LLC 0.00% Reduce -33.3% 2 $261
Hughes Financial Services, LLC 0.00% Reduce -71.4% 2 $260
Quest 10 Wealth Builders, Inc. 0.00% No change 2 $240
Strategic Advocates LLC 0.00% No change 1 $132
Beaird Harris Wealth Management, LLC 0.00% No change 1 $131
Private Wealth Asset Management, LLC 0.00% No change 1 $130

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