Iron MountainIRM
13F holders, Q1 2024 (March 31)936holders
7famous investors
$80.08avg. 13F price*
At the end of Q1 2024, 936 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.7B), Cohen & Steers, Inc. ($1.9B) and BlackRock Inc. ($1.9B). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q1 2024)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $163.3M |
| Exits | 66 | $58.6M |
Ownership 936 holders
| Vanguard Group Inc. | 0.07% | Add +0.2% | 46,377,234 | $3.7B |
| Cohen & Steers, Inc. | 3.97% | Add +5.3% | 23,655,038 | $1.9B |
| BlackRock Inc. | 0.04% | Reduce -0.7% | 23,108,831 | $1.9B |
| State Street Corp. | 0.05% | Add +0.1% | 13,811,808 | $1.1B |
| Geode Capital Management, LLC | 0.05% | Add +3.6% | 7,320,486 | $587.1M |
| Daiwa Securities Group Inc. | 2.10% | Add +11.6% | 4,562,165 | $365.9M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -0.0% | 4,286,593 | $343.8M |
| Capital World Investors | 0.05% | Reduce -0.0% | 4,116,123 | $330.2M |
| Deutsche Bank AG | 0.14% | Reduce -17.7% | 3,852,147 | $309.0M |
| Morgan Stanley | 0.02% | Reduce -6.2% | 3,458,435 | $277.4M |
| Norges Bank | 0.04% | Add +2.3% | 3,338,601 | $267.8M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +2.1% | 3,225,161 | $258.7M |
| Pictet Asset Management Holding SA | 0.27% | Reduce -8.8% | 3,088,633 | $247.7M |
| FMR LLC | 0.02% | Reduce -15.7% | 2,968,422 | $238.1M |
| Northern Trust Corp. | 0.04% | Reduce -6.9% | 2,915,624 | $233.9M |
| Amundi | 0.10% | Add +22.0% | 2,977,334 | $221.6M |
| Wellington Management Group LLP | 0.04% | Reduce -9.6% | 2,648,454 | $212.4M |
| JPMorgan Chase & Co. | 0.02% | Add +17.2% | 2,455,076 | $196.9M |
| Legal & General Group Plc | 0.05% | Add +0.5% | 2,163,415 | $173.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.2% | 2,119,675 | $170.0M |
| Invesco Ltd. | 0.03% | Reduce -41.2% | 2,010,493 | $161.3M |
| Russell Investments Group, Ltd. | 0.25% | Reduce -3.6% | 2,006,989 | $161.0M |
| Prudential Financial Inc. | 0.21% | Reduce -16.4% | 1,862,942 | $149.4M |
| Epoch Investment Partners, Inc. | 0.60% | Reduce -14.7% | 1,686,218 | $135.3M |
| Nuveen Asset Management, LLC | 0.04% | Add +101.2% | 1,590,237 | $127.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -5.5% | 1,542,167 | $123.7M |
| Centersquare Investment Management LLC | 1.38% | Add +7892.6% | 1,538,486 | $119.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -7.8% | 1,471,946 | $118.9M |
| Bank of America Corp. | 0.01% | Add +15.1% | 1,321,226 | $106.0M |
| Agf Management Ltd. | 0.57% | Add +28.5% | 1,273,292 | $102.1M |
| Citadel Advisors | 0.10% | Reduce -35.9% | 1,271,739 | $102.0M |
| DekaBank Deutsche Girozentrale | 0.17% | Reduce -1.4% | 1,126,012 | $90.8M |
| CIBC Private Wealth Group LLC | 0.16% | Reduce -2.0% | 1,056,807 | $84.1M |
| UBS Group AG | 0.03% | Add +21.4% | 1,000,897 | $80.3M |
| Millennium Management | 0.07% | Add +1480.3% | 958,517 | $76.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -0.7% | 956,189 | $76.7M |
| Sei Investments Co. | 0.11% | Add +7.8% | 943,728 | $75.7M |
| Heitman Real Estate Securities LLC | 4.29% | Add +46.2% | 939,333 | $75.3M |
| Canada Pension Plan Investment Board | 0.08% | Reduce -5.3% | 896,990 | $71.9M |
| Duff & Phelps Investment Management Co. | 0.86% | Add +1497.5% | 895,705 | $71.8M |
| Swiss National Bank | 0.05% | Reduce -4.2% | 874,461 | $70.1M |
| Captrust Financial Advisors | 0.25% | Add +3.9% | 856,945 | $68.7M |
| Point72 Asset Management | 0.20% | Add +30.4% | 833,604 | $66.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.7% | 820,313 | $65.8M |
| American Century Companies Inc. | 0.04% | Add +7.5% | 784,056 | $62.9M |
| Welch & Forbes LLC | 0.80% | Reduce -0.5% | 727,641 | $58.4M |
| Wells Fargo & Company | 0.02% | Add +9.5% | 717,300 | $57.5M |
| Voloridge Investment Management, LLC | 0.20% | Add +10.6% | 686,771 | $55.1M |
| Neuberger Berman Group LLC | 0.05% | Add +7.6% | 686,367 | $55.1M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -15.3% | 662,217 | $53.1M |
| Rhumbline Advisers | 0.05% | Add +0.1% | 637,535 | $51.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +22.9% | 592,773 | $47.5M |
| HSBC Holdings PLC | 0.03% | Add +40.0% | 587,382 | $47.1M |
| Barclays PLC | 0.02% | Reduce -24.0% | 586,904 | $47.1M |
| Asset Management One Co., Ltd. | 0.18% | Reduce -1.6% | 580,202 | $46.5M |
| Bank of Montreal | 0.01% | Reduce -4.6% | 580,181 | $46.5M |
| Border to Coast Pensions Partnership Ltd | 1.00% | No change | 561,040 | $45.0M |
| California Public Employees Retirement System | 0.03% | Reduce -2.6% | 540,387 | $43.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +36.9% | 519,347 | $41.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +11.4% | 515,260 | $41.3M |
| Credit Suisse AG/ | 0.04% | Reduce -5.2% | 505,639 | $40.6M |
| California State Teachers Retirement System | 0.05% | Add +1.5% | 467,973 | $37.5M |
| Stifel Financial Corp. | 0.04% | Reduce -3.3% | 461,744 | $37.0M |
| LPL Financial LLC | 0.02% | Reduce -11.7% | 458,001 | $36.7M |
| Marble Harbor Investment Counsel, LLC | 4.12% | Reduce -1.6% | 446,081 | $35.8M |
| Nomura Asset Management Co. Ltd. | 0.12% | Add +2.9% | 424,782 | $34.1M |
| National Pension Service | 0.04% | Add +0.8% | 417,128 | $33.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | Reduce -31.4% | 408,068 | $32.7M |
| Cookson Peirce & Co. Inc. | 1.70% | Reduce -0.2% | 397,999 | $31.9M |
| BNP Paribas Financial Markets | 0.04% | Add +77.5% | 397,036 | $31.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.9% | 375,285 | $30.1M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +0.5% | 362,134 | $29.1M |
| Blair William & Co. | 0.09% | Add +3.0% | 349,411 | $28.0M |
| Raymond James & Associates | 0.02% | Add +2.4% | 348,798 | $28.0M |
| Principal Financial Group Inc. | 0.02% | Add +3.0% | 347,264 | $27.9M |
| Royal Bank of Canada | 0.01% | Reduce -32.4% | 341,557 | $27.4M |
| Aviva PLC | 0.09% | Add +1.3% | 338,646 | $27.2M |
| Adell Harriman & Carpenter Inc. | 2.16% | Add +0.8% | 327,558 | $26.3M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +612.6% | 300,385 | $24.1M |
| Andra AP-fonden | 0.42% | Add +136.9% | 294,974 | $23.7M |
| Pacer Advisors, Inc. | 0.06% | Reduce -22.9% | 292,913 | $23.5M |
| New York State Teachers Retirement System | 0.05% | Reduce -3.0% | 287,599 | $23.1M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +0.9% | 286,352 | $23.0M |
| TD Asset Management Inc | 0.02% | Reduce -4.2% | 279,875 | $22.4M |
| New York State Common Retirement Fund | 0.03% | Reduce -7.1% | 272,121 | $21.8M |
| Polar Asset Management Partners Inc. | 0.76% | Add +88.2% | 264,600 | $21.2M |
| Waterfront Capital Partners, LLC | 1.91% | New | 255,000 | $20.5M |
| Eventide Asset Management, LLC | 0.31% | New | 247,702 | $19.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +2.6% | 356,750 | $19.8M |
| Corient Private Wealth LP | 0.04% | Reduce -20.2% | 246,717 | $19.8M |
| United Bank | 2.36% | Reduce -14.4% | 246,489 | $19.8M |
| Swedbank AB | 0.03% | Add +3.7% | 242,425 | $19.4M |
| Retirement Systems of Alabama | 0.07% | Add +0.0% | 241,416 | $19.4M |
| Crossmark Global Holdings, Inc. | 0.37% | Reduce -3.3% | 239,889 | $19.2M |
| Citigroup Inc. | 0.02% | Add +50.0% | 236,098 | $18.9M |
| First Trust Advisors LP | 0.02% | Reduce -5.7% | 234,893 | $18.8M |
| Aberdeen Group plc | 0.04% | Add +2.4% | 233,340 | $18.7M |
| Dana Investment Advisors, Inc. | 0.62% | Reduce -9.2% | 231,050 | $18.5M |
| Cetera Investment Advisers | 0.04% | Add +709.0% | 229,863 | $18.4M |
| Pinebridge Investments, L.P. | 0.15% | New | 228,192 | $18.3M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -2.0% | 215,453 | $17.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.0% | 213,174 | $17.1M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +2.4% | 321,492 | $17.0M |
| Allianz Asset Management GmbH | 0.03% | Reduce -7.1% | 205,504 | $16.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -11.4% | 205,135 | $16.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -4.5% | 201,600 | $16.2M |
| Jane Street Group, LLC | 0.02% | Add +314.3% | 199,473 | $16.0M |
| Ensign Peak Advisors, Inc | 0.03% | Add +1.8% | 193,393 | $15.5M |
| Candriam S.C.A. | 0.10% | Add +329.1% | 188,448 | $15.1M |
| ExodusPoint Capital Management, LP | 0.18% | New | 183,185 | $14.7M |
| CHURCHILL MANAGEMENT Corp | 0.18% | Reduce -2.8% | 180,235 | $14.5M |
| QRG Capital Management, Inc. | 0.18% | Add +5.2% | 178,153 | $14.3M |
| State of Tennessee, Department of Treasury | 0.05% | Reduce -31.5% | 177,621 | $14.2M |
| Knights of Columbus Asset Advisors LLC | 1.02% | Add +36.2% | 175,901 | $14.1M |
| Macquarie Group Ltd. | 0.02% | Add +3.0% | 175,678 | $14.1M |
| Handelsbanken Fonder AB | 0.06% | Add +6.7% | 172,946 | $13.9M |
| State of Alaska, Department of Revenue | 0.16% | Add +0.4% | 170,027 | $13.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +0.4% | 169,522 | $13.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -11.1% | 168,833 | $13.5M |
| TCV Trust & Wealth Management, Inc. | 1.29% | Reduce -1.6% | 167,772 | $13.5M |
| Toronto Dominion Bank | 0.02% | Add +39.5% | 166,908 | $13.4M |
| Burney Co./ | 0.51% | Add +77.3% | 166,902 | $13.4M |
| Natixis Advisors, LLC | 0.03% | Add +2.1% | 166,748 | $13.4M |
| Resona Asset Management Co.,Ltd. | 0.08% | — | 163,985 | $13.2M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -0.9% | 161,701 | $13.0M |
| Lazard Asset Management LLC | 0.02% | Reduce -1.9% | 158,250 | $12.7M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 156,870 | $12.6M |
| Storebrand Asset Management As | 0.04% | Reduce -6.5% | 155,247 | $12.5M |
| Danske Bank A/S | 0.04% | — | 154,556 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.8% | 154,408 | $12.4M |
| Sheaff Brock Investment Advisors, LLC | 0.98% | Reduce -7.7% | 153,646 | $12.3M |
| Guggenheim Capital LLC | 0.08% | Reduce -16.9% | 145,905 | $11.7M |
| Cibc World Market Inc. | 0.03% | Add +211.7% | 144,877 | $11.6M |
| Nisa Investment Advisors, LLC | 0.07% | Add +0.8% | 141,186 | $11.4M |
| SG Americas Securities, LLC | 0.06% | Add +352.4% | 139,565 | $11.2M |
| Eagle Asset Management Inc. | 0.06% | No change | 140,544 | $11.2M |
| Voya Investment Management LLC | 0.01% | Reduce -3.6% | 137,382 | $11.0M |
| Sargent Investment Group, LLC | 2.39% | Reduce -7.1% | 135,926 | $10.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -17.5% | 135,682 | $10.9M |
| HighTower Advisors, LLC | 0.02% | Add +100.7% | 133,389 | $10.7M |
| Treasurer of the State of North Carolina | 0.05% | Add +0.6% | 132,997 | $10.7M |
| Aew Capital Management L P | 0.52% | Reduce -27.0% | 132,120 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -4.2% | 131,541 | $10.6M |
| Royal London Asset Management Ltd. | 0.03% | Add +2.7% | 131,255 | $10.5M |
| Prudential PLC | 0.09% | Add +88.6% | 130,818 | $10.5M |
| Mackenzie Financial Corp. | 0.02% | Add +10.7% | 130,609 | $10.5M |
| Ar Asset Management Inc. | 2.59% | No change | 130,600 | $10.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +21.2% | 129,953 | $10.4M |
| Mutual Advisors, LLC | 0.33% | Reduce -1.7% | 127,677 | $10.2M |
| James Hambro & Partners LLP | 0.46% | Reduce -4.1% | 123,390 | $9.9M |
| Snowden Capital Advisors LLC | 0.31% | Reduce -8.7% | 121,171 | $9.8M |
| Vert Asset Management LLC | 4.11% | Add +3.0% | 121,903 | $9.8M |
| Franklin Resources Inc. | 0.00% | Add +149.9% | 120,188 | $9.6M |
| Cibc World Markets Corp. | 0.06% | Reduce -10.6% | 120,169 | $9.6M |
| Gillson Capital LP | 0.90% | New | 118,499 | $9.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -62.1% | 116,964 | $9.4M |
| Empowered Funds, LLC | 0.17% | Add +80.6% | 116,198 | $9.3M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -50.8% | 115,861 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +48.6% | 113,963 | $9.1M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -9.7% | 113,846 | $9.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -32.1% | 108,994 | $8.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -5.7% | 108,909 | $8.7M |
| Shelton Capital Management | 0.25% | Reduce -30.1% | 108,171 | $8.7M |
| First National Trust Co | 0.35% | Add +0.9% | 107,234 | $8.6M |
| Acadian Asset Management LLC | 0.03% | Reduce -18.1% | 107,235 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -8.5% | 106,283 | $8.5M |
| Squarepoint Ops LLC | 0.04% | Add +1233.7% | 105,524 | $8.5M |
| MML Investors Services, LLC | 0.03% | Add +7.8% | 98,833 | $7.9M |
| Erste Asset Management GmbH | 0.10% | Add +1.7% | 96,100 | $7.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.0% | 95,776 | $7.7M |
| Foresight Capital Management Advisors, Inc. | 5.83% | Add +1.5% | 95,114 | $7.6M |
| Mason & Associates, LLC | 5.83% | — | 95,114 | $7.6M |
| USS Investment Management Ltd | 0.06% | Add +9.8% | 91,670 | $7.3M |
| Susquehanna Portfolio Strategies, LLC | 0.17% | No change | 91,297 | $7.3M |
| Vestcor Inc | 0.25% | Add +26.5% | 90,040 | $7.2M |
| Korea Investment CORP | 0.02% | Reduce -0.5% | 89,307 | $7.2M |
| M&T Bank Corp | 0.02% | Reduce -3.7% | 89,239 | $7.2M |
| AXA S.A. | 0.02% | Add +0.4% | 89,049 | $7.1M |
| Tectonic Advisors LLC | 0.54% | Add +2.0% | 88,111 | $7.1M |
| Brookstone Capital Management | 0.12% | Reduce -70.2% | 86,971 | $7.0M |
| Chicago Capital, LLC | 0.21% | Reduce -0.6% | 86,032 | $6.9M |
| Salem Investment Counselors Inc. | 0.23% | Add +6.1% | 85,113 | $6.9M |
| Private Advisor Group, LLC | 0.05% | Add +2.1% | 85,108 | $6.8M |
| Sonora Investment Management Group, LLC | 0.54% | Reduce -0.7% | 84,859 | $6.8M |
| Creative Planning | 0.01% | Add +38.3% | 83,239 | $6.7M |
| Credit Agricole S A | 0.11% | Add +104.4% | 88,996 | $6.6M |
| Arizona State Retirement System | 0.04% | Add +0.1% | 80,311 | $6.4M |
| State of Michigan Retirement System | 0.03% | Add +0.1% | 80,046 | $6.4M |
| National Bank of Canada | 0.01% | Reduce -4.4% | 80,481 | $6.4M |
| American International Group, Inc. | 0.02% | Reduce -0.7% | 78,997 | $6.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.08% | Add +1.0% | 77,595 | $6.2M |
| Nia Impact Advisors, LLC | 2.45% | — | 76,483 | $6.1M |
| Azimuth Capital Investment Management LLC | 0.25% | Reduce -20.7% | 75,625 | $6.1M |
| EWG Elevate Inc. | 2.28% | Reduce -14.0% | 74,732 | $6.0M |
| Focus Partners Wealth | 0.05% | Add +349.2% | 74,722 | $6.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.3% | 74,241 | $6.0M |
| Kestra Advisory Services, LLC | 0.04% | New | 73,551 | $5.9M |
| American Trust Investment Advisors, LLC | 2.77% | Add +0.9% | 72,559 | $5.8M |
| Woodstock Corp. | 0.60% | Reduce -4.0% | 72,341 | $5.8M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -5.8% | 72,089 | $5.8M |
| Teacher Retirement System of Texas | 0.04% | Reduce -39.7% | 71,522 | $5.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Reduce -0.6% | 71,284 | $5.7M |
| KBC Group NV | 0.02% | Add +40.5% | 70,432 | $5.6M |
| Qube Research & Technologies Ltd | 0.01% | New | 70,388 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -34.3% | 70,131 | $5.6M |
| Nissay Asset Management Corp. /Japan | 0.04% | Add +1.6% | 69,971 | $5.6M |
| Moors & Cabot, Inc. | 0.30% | Reduce -0.4% | 69,457 | $5.6M |
| Wealthfront Advisers LLC | 0.02% | Reduce -2.4% | 69,385 | $5.6M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -69.3% | 69,075 | $5.5M |
| Nepsis Inc. | 1.49% | Add +3.0% | 68,735 | $5.5M |
| STRS Ohio | 0.02% | New | 68,700 | $5.5M |
| Oliver Luxxe Assets LLC | 1.13% | No change | 67,233 | $5.4M |
| WealthTrust Axiom LLC | 1.72% | Reduce -19.8% | 66,483 | $5.3M |
| Quantbot Technologies LP | 0.29% | Add +660.8% | 65,120 | $5.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +0.3% | 64,100 | $5.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 64,000 | $5.1M |
| Allworth Financial LP | 0.04% | Add +0.7% | 63,628 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +14.1% | 63,455 | $5.1M |
| Hennion & Walsh Asset Management, Inc. | 0.27% | Add +13.0% | 63,269 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +17.9% | 62,314 | $5.0M |
| Amalgamated Bank | 0.04% | Reduce -22.0% | 61,600 | $4.9M |
| Point72 (DIFC) Ltd | 0.38% | — | 60,791 | $4.9M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -2.0% | 60,759 | $4.9M |
| Hourglass Capital, LLC | 1.46% | Reduce -18.7% | 60,470 | $4.9M |
| Texas Permanent School Fund Corp. | 0.04% | Add +0.1% | 60,281 | $4.8M |
| IFM Investors Pty Ltd | 0.05% | No change | 60,261 | $4.8M |
| Susquehanna Fundamental Investments, LLC | 0.22% | New | 60,086 | $4.8M |
| Forsta Ap-Fonden | 0.04% | Reduce -0.2% | 59,400 | $4.8M |
| Pensionfund PDN | 2.47% | No change | 57,500 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +38.4% | 56,542 | $4.6M |
| Xponance LLC | 0.05% | Add +7.1% | 56,615 | $4.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 54,839 | $4.4M |
| Trinity Legacy Partners, LLC | 1.28% | Reduce -9.7% | 54,537 | $4.4M |
| Intech Investment Management LLC | 0.06% | Reduce -69.4% | 54,491 | $4.4M |
| Advisors Asset Management, Inc. | 0.08% | Add +2.3% | 53,850 | $4.3M |
| Werlinich Asset Management, LLC | 2.70% | No change | 51,690 | $4.1M |
| Czech National Bank | 0.05% | Add +0.5% | 51,376 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.8% | 51,355 | $4.1M |
| Railway Pension Investments Ltd | 0.04% | No change | 51,300 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 50,881 | $4.1M |
| Utah Retirement Systems | 0.05% | No change | 50,114 | $4.0M |
| Federated Hermes, Inc. | 0.01% | Add +985.7% | 49,933 | $4.0M |
| AQR Capital Management | 0.01% | Add +106.2% | 49,916 | $4.0M |
| Shell Asset Management Co. | 0.18% | Add +18.3% | 44,646 | $4.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.13% | Reduce -41.4% | 49,864 | $4.0M |
| Gotham Asset Management | 0.06% | Add +15.9% | 49,268 | $4.0M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.3% | 48,794 | $3.9M |
| ProShare Advisors LLC | 0.01% | Reduce -1.7% | 48,760 | $3.9M |
| Independent Advisor Alliance | 0.14% | Add +0.1% | 48,366 | $3.9M |
| Uniplan Investment Counsel, Inc. | 0.31% | Reduce -13.1% | 48,230 | $3.9M |
| Ethic Inc. | 0.10% | Add +5.1% | 47,736 | $3.8M |
| Wakefield Asset Management LLLP | 1.30% | New | 46,959 | $3.8M |
| Tredje AP-fonden | 0.04% | No change | 46,830 | $3.8M |
| Catalyst Capital Advisors LLC | 0.09% | Reduce -2.2% | 46,425 | $3.7M |
| Degroof Petercam Asset Management | 0.04% | Add +3.4% | 46,053 | $3.7M |
| RB Capital Management, LLC | 1.04% | Add +3.1% | 45,962 | $3.7M |
| Two Sigma Investments, LP | 0.01% | New | 45,856 | $3.7M |
| Brookfield Corp | 0.02% | Reduce -87.1% | 45,574 | $3.7M |
| DNB Asset Management AS | 0.02% | Reduce -3.9% | 45,101 | $3.6M |
| New York Life Investment Management LLC | 0.04% | Reduce -3.4% | 44,315 | $3.6M |
| Holderness Investments Co. | 0.86% | Reduce 0.0% | 43,800 | $3.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.6% | 43,185 | $3.5M |
| Achmea Investment Management B.V. | 0.07% | No change | 42,812 | $3.4M |
| Mariner, LLC | 0.01% | Reduce -2.4% | 42,086 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Reduce -15.0% | 41,657 | $3.3M |
| CIBC Asset Management Inc | 0.01% | Add +3.0% | 41,639 | $3.3M |
| Vectors Research Management, LLC | 0.93% | Add +135.5% | 41,110 | $3.3M |
| RPg Family Wealth Advisory, LLC | 1.04% | Reduce -12.6% | 40,469 | $3.3M |
| Twelve Points Wealth Management LLC | 1.19% | Add +3.5% | 40,581 | $3.3M |
| Courier Capital LLC | 0.22% | Reduce -3.9% | 38,504 | $3.1M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.0% | 38,285 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +3.8% | 38,206 | $3.1M |
| Siemens Fonds Invest GmbH | 0.23% | Reduce -31.8% | 37,996 | $3.0M |
| Smithfield Trust Co | 0.16% | Reduce -26.2% | 37,031 | $3.0M |
| Jump Financial, LLC | 0.08% | Reduce -9.3% | 36,299 | $2.9M |
| Bank of Nova Scotia | 0.01% | Reduce -0.0% | 36,259 | $2.9M |
| Centiva Capital, LP | 0.17% | New | 35,604 | $2.9M |
| Summit Partners Public Asset Management, LLC | 0.13% | New | 35,000 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -10.7% | 34,961 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +3.7% | 34,861 | $2.8M |
| La Financiere DE L'echiquier | 0.12% | Reduce -57.1% | 34,570 | $2.8M |
| Public Sector Pension Investment Board | 0.02% | Reduce -1.1% | 34,554 | $2.8M |
| Ranch Capital Advisors Inc. | 1.49% | Add +0.6% | 34,263 | $2.8M |
| Venture Visionary Partners LLC | 0.13% | Add +1.5% | 34,326 | $2.8M |
| Cyndeo Wealth Partners, LLC | 0.23% | Reduce -3.8% | 33,913 | $2.7M |
| Waverly Advisors, LLC | 0.06% | Reduce -3.7% | 32,916 | $2.6M |
| Terra Nova Asset Management LLC | 2.06% | Add +12.9% | 32,289 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +0.3% | 31,980 | $2.6M |
| Sage Capital Management, LLC | 1.39% | Add +0.8% | 31,823 | $2.6M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +16.1% | 30,856 | $2.5M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -3.9% | 30,785 | $2.5M |
| Wolverine Asset Management LLC | 0.22% | No change | 30,721 | $2.5M |
| Dumont & Blake Investment Advisors LLC | 0.70% | Reduce -0.2% | 30,218 | $2.4M |
| Madison Asset Management, LLC | 0.03% | No change | 30,083 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +13.9% | 29,415 | $2.4M |
| Morse Asset Management, Inc | 0.60% | Reduce -19.6% | 29,115 | $2.3M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -4.2% | 28,958 | $2.3M |
| CoreCap Advisors, LLC | 0.12% | Reduce -6.8% | 28,895 | $2.3M |
| Spirit of America Management Corp. | 0.47% | Add +11.2% | 28,800 | $2.3M |
| PFG Investments, LLC | 0.14% | Add +42.5% | 28,618 | $2.3M |
| Pensionfund Sabic | 0.68% | Add +11.8% | 28,500 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -60.7% | 28,293 | $2.3M |
| Cubic Asset Management, LLC | 0.52% | No change | 27,525 | $2.2M |
| Ostrum Asset Management | 0.17% | No change | 27,524 | $2.2M |
| CoreFirst Bank & Trust | 1.38% | Reduce -0.5% | 27,464 | $2.2M |
| Green Alpha Advisors, LLC | 1.58% | Add +23.9% | 27,127 | $2.2M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -3.6% | 26,762 | $2.1M |
| Sippican Capital Advisors | 1.66% | No change | 26,687 | $2.1M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +4.4% | 26,594 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -2.1% | 26,304 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +69.3% | 25,552 | $2.0M |
| American Assets Capital Advisers, LLC | 0.58% | New | 25,499 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Add +8.7% | 25,284 | $2.0M |
| Commerce Bank | 0.01% | Add +12.8% | 25,102 | $2.0M |
| Obermeyer Wealth Partners | 0.12% | New | 25,066 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +9.2% | 24,930 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +11.7% | 24,754 | $2.0M |
| Gables Capital Management Inc. | 1.09% | Add +2.5% | 24,590 | $2.0M |
| Nordea Investment Management AB | 0.00% | Add +17.2% | 24,524 | $2.0M |
| Horizon Kinetics Asset Management LLC | 0.04% | Reduce -7.4% | 24,500 | $2.0M |
| Ancora Advisors LLC | 0.04% | Reduce -2.3% | 24,464 | $2.0M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -6.9% | 24,235 | $1.9M |
| Prana Capital Management, LP | 0.09% | New | 24,225 | $1.9M |
| Delphi Management Inc. | 1.50% | Reduce -5.1% | 24,106 | $1.9M |
| Norinchukin Bank, The | 0.06% | Reduce -1.2% | 24,035 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -7.3% | 24,034 | $1.9M |
| Corrado Advisors, LLC | 1.27% | Reduce -3.8% | 24,022 | $1.9M |
| Gulf International Bank (UK) Ltd | 0.05% | No change | 23,892 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -4.9% | 23,820 | $1.9M |
| Truvestments Capital LLC | 0.73% | Reduce -58.4% | 23,673 | $1.9M |
| Atria Investments, Inc | 0.03% | New | 23,352 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +2.3% | 30,788 | $1.8M |
| Promethos Capital, LLC | 1.08% | No change | 22,962 | $1.8M |
| Cascade Investment Group, Inc. | 1.37% | Reduce -5.8% | 22,895 | $1.8M |
| Heritage Trust Co | 0.25% | Add +1.8% | 22,877 | $1.8M |
| Edgestream Partners, L.P. | 0.09% | Reduce -59.4% | 22,876 | $1.8M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -6.0% | 22,664 | $1.8M |
| Ellsworth Advisors, LLC | 0.52% | Add +2.6% | 23,904 | $1.8M |
| TFG Advisers LLC | 0.71% | Add +5.2% | 22,515 | $1.8M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | No change | 22,500 | $1.8M |
| DoubleLine ETF Adviser LP | 0.46% | Add +12.0% | 22,428 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +112.8% | 22,393 | $1.8M |
| PGGM Investments | 0.03% | Add +40.7% | 22,369 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +113.9% | 22,354 | $1.8M |
| Kentucky Retirement Systems | 0.05% | Reduce -5.1% | 22,175 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -15.8% | 22,122 | $1.8M |
| KCM Investment Advisors LLC | 0.07% | No change | 21,910 | $1.8M |
| Richard P Slaughter Associates Inc | 0.42% | Reduce -13.6% | 21,837 | $1.8M |
| Fiduciary Trust Co | 0.03% | Add +1.1% | 21,496 | $1.7M |
| SpiderRock Advisors, LLC | 0.06% | — | 21,495 | $1.7M |
| MSH Capital Advisors LLC | 0.59% | Reduce -41.5% | 21,011 | $1.7M |
| Metropolitan Life Insurance Co | 0.07% | Reduce -0.1% | 20,792 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.0% | 20,614 | $1.7M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 20,469 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | No change | 22,108 | $1.6M |
| Donoghue Forlines LLC | 0.46% | Reduce -3.3% | 20,127 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +24.4% | 19,851 | $1.6M |
| Future Financial Wealth Managment LLC | 1.22% | Reduce -0.9% | 19,825 | $1.6M |
| Eagle Ridge Investment Management | 0.15% | No change | 19,702 | $1.6M |
| Trust Investment Advisors | 1.12% | Reduce -0.8% | 19,373 | $1.6M |
| Hartford Investment Management Co. | 0.05% | Reduce -3.7% | 18,941 | $1.5M |
| Highline Wealth Partners LLC | 0.61% | Reduce -7.3% | 18,776 | $1.5M |
| Ossiam | 0.03% | Reduce -44.3% | 18,759 | $1.5M |
| Moody National Bank Trust Division | 0.12% | Add +2.2% | 18,703 | $1.5M |
| Naviter Wealth, LLC | 0.24% | Add +0.4% | 18,412 | $1.5M |
| Tidal Investments LLC | 0.03% | Add +284.1% | 18,416 | $1.5M |
| InterOcean Capital Group, LLC | 0.04% | Add +4.8% | 18,360 | $1.5M |
| ING Groep NV | 0.01% | Add +258.9% | 18,211 | $1.5M |
| Genesee Capital Advisors, LLC | 0.80% | Add +1.3% | 18,180 | $1.5M |
| Ziegler Capital Management, LLC | 0.06% | Reduce -42.3% | 18,127 | $1.5M |
| Claro Advisors Inc. | 0.25% | New | 18,019 | $1.4M |
| Community Bank of Raymore | 0.67% | Add +6.1% | 17,665 | $1.4M |
| HighPoint Advisor Group LLC | 0.10% | Reduce -1.5% | 18,026 | $1.4M |
| Adelante Capital Management LLC | 0.09% | Add +25.0% | 17,552 | $1.4M |
| Fagan Associates, Inc. | 0.26% | Reduce -1.9% | 17,513 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | Reduce -7.0% | 17,197 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.0% | 17,000 | $1.4M |
| Lincoln National Corp. | 0.02% | Reduce -15.2% | 16,961 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | Reduce -1.8% | 16,948 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +31.1% | 16,605 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +2.2% | 16,565 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | New | 16,521 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +25.7% | 16,108 | $1.3M |
| Coppell Advisory Solutions Corp. | 0.24% | — | 15,950 | $1.3M |
| Pathway Financial Advisers, LLC | 0.45% | Reduce -19.4% | 15,574 | $1.2M |
| Metis Global Partners, LLC | 0.05% | Add +3.2% | 15,573 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +0.6% | 15,534 | $1.2M |
| Zacks Investment Management | 0.01% | New | 15,445 | $1.2M |
| Royal Fund Management, LLC | 0.14% | Reduce -1.0% | 15,419 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +34.1% | 15,344 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -90.4% | 15,037 | $1.2M |
| XTX Topco Ltd | 0.16% | New | 14,943 | $1.2M |
| SVB Wealth LLC | 0.03% | Reduce -34.7% | 14,927 | $1.2M |
| RFG Advisory, LLC | 0.04% | Reduce -7.1% | 14,926 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -2.6% | 14,740 | $1.2M |
| Chesley Taft & Associates LLC | 0.06% | Add +1.0% | 14,650 | $1.2M |
| Beacon Financial Advisory LLC | 0.57% | Reduce -3.9% | 14,621 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.03% | New | 14,181 | $1.1M |
| Roman Butler Fullerton & Co. | 0.43% | Reduce -8.9% | 14,931 | $1.1M |
| Reik & Co., LLC | 0.28% | Reduce -1.4% | 14,080 | $1.1M |
| Tyler-Stone Wealth Management | 0.49% | Reduce -8.4% | 13,850 | $1.1M |
| GC Wealth Management RIA, LLC | 0.22% | New | 13,826 | $1.1M |
| Ieq Capital, LLC | 0.02% | Add +79.8% | 13,798 | $1.1M |
| Ingalls & Snyder LLC | 0.05% | Reduce -2.1% | 13,633 | $1.1M |
| McKinley Capital Management LLC | 0.13% | New | 13,603 | $1.1M |
| Herbst Group, LLC | 0.67% | Reduce -0.7% | 13,500 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | Add +0.1% | 13,469 | $1.1M |
| Widmann Financial Services, Inc. | 0.91% | Reduce -1.8% | 13,464 | $1.1M |
| Schroder Investment Management Group | 0.00% | Reduce -2.1% | 13,342 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Add +9.5% | 13,302 | $1.1M |
| Contravisory Investment Management, Inc. | 0.23% | Reduce -3.3% | 13,098 | $1.1M |
| Childress Capital Advisors, LLC | 0.30% | Reduce -16.6% | 13,020 | $1.0M |
| Lombard Odier Asset Management (Switzerland) SA | 0.07% | New | 13,015 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -6.5% | 12,978 | $1.0M |
| Creekmur Asset Management LLC | 0.36% | Reduce -0.9% | 12,975 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +360.1% | 12,953 | $1.0M |
| Lockheed Martin Investment Management Co. | 0.07% | Reduce -23.5% | 14,678 | $1.0M |
| Hancock Whitney Corp. | 0.04% | Reduce -21.8% | 12,799 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +177.7% | 12,789 | $1.0M |
| Level Four Advisory Services, LLC | 0.06% | No change | 14,496 | $1.0M |
| WealthBridge Capital Management, LLC | 0.34% | Add +8.3% | 12,484 | $1.0M |
| Crescent Grove Advisors, LLC | 0.10% | Add +16.5% | 12,272 | $992K |
| HM Payson & Co. | 0.02% | No change | 12,261 | $983K |
| Savant Capital, LLC | 0.01% | Add +1.1% | 12,121 | $972K |
| Kintegral Advisory, LLC | 0.10% | Reduce -0.3% | 11,993 | $970K |
| MAI Capital Management | 0.01% | Reduce -4.8% | 12,060 | $967K |
| Tompkins Financial Corp. | 0.11% | New | 12,000 | $963K |
| APG Asset Management N.V. | 0.00% | Add +6.6% | 12,944 | $961K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 11,953 | $959K |
| Guardian Asset Advisors, LLC | 0.79% | Add +3.3% | 11,941 | $958K |
| Independent Financial Group, LLC | 0.04% | Add +10.4% | 11,895 | $954K |
| Principal Securities, Inc. | 0.03% | Add +5.1% | 11,775 | $944K |
| TD Private Client Wealth LLC | 0.03% | Reduce -18.6% | 11,700 | $938K |
| Measured Wealth Private Client Group, LLC | 0.33% | No change | 11,608 | $931K |
| American Institute for Advanced Investment Management, LLP | 0.74% | Add +6.9% | 11,605 | $931K |
| Pegasus Asset Management, Inc. | 0.29% | No change | 11,495 | $922K |
| Spire Wealth Management | 0.02% | Add +16.1% | 11,487 | $921K |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.3% | 11,486 | $921K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +1.1% | 11,432 | $917K |
| AE Wealth Management LLC | 0.01% | Reduce -78.0% | 11,395 | $914K |
| Abbot Financial Management, Inc. | 0.50% | No change | 11,250 | $902K |
| Focus Financial Network, Inc. | 0.04% | — | 12,122 | $902K |
| One Charles Private Wealth Services, LLC | 0.39% | Reduce -2.1% | 11,232 | $901K |
| Retirement Planning Co of New England, Inc. | 0.49% | Reduce -2.1% | 11,215 | $900K |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -0.4% | 11,155 | $895K |
| Harbour Investments, Inc. | 0.03% | Reduce -0.3% | 11,150 | $894K |
| Wedbush Securities Inc. | 0.03% | Add +45.2% | 11,140 | $894K |
| Princeton Capital Management LLC | 0.32% | Reduce -15.3% | 11,084 | $889K |
| United Services Automobile Association | 0.02% | New | 11,078 | $889K |
| Steward Partners Investment Solutions, LLC | 0.15% | New | 11,030 | $885K |
| Wambolt & Associates, LLC | 0.26% | Reduce -47.7% | 11,095 | $882K |
| Inspire Trust Co, N.A. | 0.49% | Add +189.9% | 11,000 | $882K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.6% | 10,980 | $881K |
| Columbia Asset Management | 0.18% | No change | 12,564 | $879K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -5.9% | 10,927 | $876K |
| Verus Capital Partners, LLC | 0.10% | Reduce -0.6% | 10,871 | $872K |
| Hunter Associates Investment Management LLC | 0.14% | No change | 10,700 | $858K |
| Aspire Private Capital, LLC | 0.23% | Add +14.6% | 10,672 | $856K |
| Wellington Shields & Co., LLC | 0.29% | No change | 10,643 | $854K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -18.5% | 10,598 | $850K |
| Quantinno Capital Management LP | 0.02% | Add +122.1% | 10,585 | $849K |
| Plimoth Trust Co. LLC | 0.23% | Reduce -3.8% | 10,578 | $848K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +8.4% | 10,557 | $847K |
| Savoie Capital LLC | 0.12% | New | 10,545 | $846K |
| Strait & Sound Wealth Management LLC | 0.47% | Reduce -5.0% | 11,000 | $843K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -77.6% | 10,501 | $842K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -14.7% | 10,454 | $838K |
| Brown Advisory Inc. | 0.00% | Add +1.4% | 10,232 | $821K |
| HUB Investment Partners, LLC | 0.04% | Add +0.7% | 10,103 | $810K |
| Aquila Investment Management LLC | 0.68% | No change | 10,000 | $802K |
| Archer Investment Corp | 0.24% | No change | 10,000 | $802K |
| Mathes Company, Inc. | 0.30% | No change | 9,950 | $798K |
| Diversified Trust Co. | 0.02% | Reduce -12.0% | 9,855 | $790K |
| Monument Capital Management | 0.23% | Reduce -3.0% | 9,813 | $787K |
| Hodges Capital Management Inc. | 0.05% | Reduce -4.0% | 9,757 | $783K |
| Beacon Investment Advisors LLC | 0.44% | Add +0.6% | 9,697 | $778K |
| Montag A & Associates Inc. | 0.04% | Reduce -7.9% | 9,571 | $774K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -7.4% | 9,636 | $773K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +35.5% | 9,624 | $772K |
| Hartline Investment Corp./ | 0.13% | New | 9,544 | $766K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -15.5% | 9,544 | $766K |
| Founders Financial Alliance, LLC | 0.23% | Reduce -0.0% | 9,511 | $763K |
| Csenge Advisory Group | 0.04% | Reduce -26.6% | 9,401 | $754K |
| Harvest Fund Management Co., Ltd | 0.07% | Add +392.6% | 9,399 | $753K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +6.6% | 9,209 | $745K |
| IHT Wealth Management, LLC | 0.03% | Add +0.8% | 9,276 | $744K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 9,264 | $743K |
| Colonial River Investments, LLC | 0.42% | Reduce -1.2% | 9,246 | $742K |
| Bailard, Inc. | 0.02% | Reduce -5.2% | 9,154 | $734K |
| CWA Asset Management Group, LLC | 0.04% | New | 9,152 | $734K |
| Checchi Capital Advisers, LLC | 0.06% | Add +1.6% | 9,097 | $730K |
| Strategic Investment Advisors / MI | 0.09% | Reduce -9.9% | 8,990 | $721K |
| Ullmann Wealth Partners Group, LLC | 0.11% | Add +6.9% | 8,965 | $719K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +1.1% | 8,892 | $713K |
| Fiduciary Family Office, LLC | 0.28% | Add +40.9% | 8,882 | $712K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -13.5% | 8,804 | $712K |
| Engineers Gate Manager LP | 0.02% | New | 8,871 | $712K |
| Machina Capital S.A.S. | 0.37% | New | 8,817 | $707K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,757 | $702K |
| Herold Advisors, Inc. | 0.17% | Add +0.0% | 8,754 | $702K |
| NewEdge Wealth, LLC | 0.02% | Reduce -6.6% | 9,071 | $698K |
| FCG Investment Co | 0.56% | Reduce -25.1% | 8,697 | $698K |
| Praxis Investment Management Inc. | 0.05% | No change | 8,670 | $695K |
| Heartland Bank & Trust Co | 0.40% | Reduce -0.3% | 8,613 | $691K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.1% | 8,611 | $691K |
| Atlas Capital Advisors Inc. | 0.11% | No change | 8,526 | $684K |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -7.4% | 8,421 | $675K |
| Armor Investment Advisors, LLC | 0.32% | Reduce -11.6% | 8,419 | $675K |
| Global Retirement Partners, LLC | 0.03% | Reduce -9.4% | 8,347 | $670K |
| Atwood & Palmer Inc. | 0.05% | No change | 8,250 | $662K |
| One Wealth Map LLC | 0.44% | No change | 8,697 | $660K |
| Realta Investment Advisors | 0.13% | Reduce -2.4% | 8,134 | $652K |
| Outlook Wealth Advisors, LLC | 0.20% | Reduce -9.3% | 8,126 | $652K |
| Merit Financial Group, LLC | 0.02% | Reduce -0.3% | 8,653 | $652K |
| NorthRock Partners, LLC | 0.02% | Add +2.2% | 8,005 | $647K |
| Qtron Investments LLC | 0.09% | New | 8,043 | $645K |
| MADDEN SECURITIES Corp | 0.29% | Reduce -8.4% | 7,950 | $638K |
| Belpointe Asset Management LLC | 0.05% | Reduce -1.8% | 7,891 | $633K |
| Rakuten Investment Management, Inc. | 0.00% | Add +987.5% | 7,852 | $630K |
| V-Square Quantitative Management LLC | 0.09% | Add +17.9% | 7,801 | $626K |
| Norris Financial Group, LLC | 0.34% | Add +87.0% | 7,736 | $621K |
| GM Advisory Group, LLC | 0.04% | No change | 7,736 | $621K |
| TD Waterhouse Canada Inc. | 0.00% | Add +18.1% | 6,527 | $615K |
| Raymond James Trust N.A. | 0.01% | Reduce -13.6% | 7,437 | $597K |
| Integrated Advisors Network LLC | 0.03% | Reduce -6.7% | 7,423 | $595K |
| Beverly Hills Private Wealth, LLC | 0.14% | Reduce -6.2% | 7,393 | $593K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -3.6% | 7,264 | $583K |
| Fiduciary Group, LLC | 0.06% | No change | 7,250 | $582K |
| Greenleaf Trust | 0.01% | Reduce -0.5% | 7,157 | $574K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -30.9% | 7,073 | $567K |
| TBH Global Asset Management, LLC | 0.11% | Add +0.1% | 7,022 | $563K |
| One Capital Management, LLC | 0.02% | New | 6,949 | $557K |
| NEOS Investment Management LLC | 0.03% | Add +66.7% | 6,873 | $551K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.6% | 6,850 | $549K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.0% | 6,843 | $549K |
| Diversify Advisory Services, LLC | 0.03% | — | 6,841 | $544K |
| Wolverine Trading, LLC | 0.01% | New | 6,773 | $543K |
| WASHINGTON TRUST Co | 0.02% | No change | 6,761 | $542K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.0% | 6,732 | $540K |
| DCM Advisors, LLC | 0.22% | Add +2.5% | 6,680 | $536K |
| Lido Advisors, LLC | 0.00% | Add +35.6% | 6,593 | $533K |
| Sigma Planning Corp | 0.02% | Add +73.8% | 6,622 | $531K |
| Quadcap Wealth Management, LLC | 0.12% | New | 6,605 | $530K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -11.9% | 6,579 | $528K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +53.4% | 6,481 | $520K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +53.4% | 6,481 | $520K |
| Accuvest Global Advisors | 0.23% | No change | 6,473 | $519K |
| Sheets Smith Wealth Management | 0.06% | No change | 6,460 | $518K |
| Bessemer Group Inc. | 0.00% | Add +13.8% | 6,461 | $518K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.2% | 6,432 | $516K |
| Townsquare Capital LLC | 0.01% | Add +9.6% | 6,369 | $511K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +1.0% | 6,342 | $509K |
| Zimmermann Investment Management & Planning LLC | 0.18% | Add +5.1% | 6,308 | $506K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -1.4% | 6,295 | $505K |
| Estabrook Capital Management | 0.08% | Reduce -2.2% | 6,237 | $500K |
| Hilltop Holdings Inc. | 0.06% | Add +0.4% | 6,182 | $496K |
| HB Wealth Management, LLC | 0.01% | Add +1.5% | 6,164 | $494K |
| First Trust Direct Indexing L.P. | 0.04% | Add +6.2% | 6,114 | $490K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -91.6% | 6,078 | $488K |
| Cwm, LLC | 0.00% | Reduce -10.4% | 6,052 | $485K |
| Essex Financial Services, Inc. | 0.04% | Reduce -63.5% | 6,022 | $483K |
| Ellevest, Inc. | 0.03% | Add +13.3% | 5,916 | $475K |
| Alberta Investment Management Corp | 0.01% | No change | 5,900 | $473K |
| Garden State Investment Advisory Services LLC | 0.17% | Reduce -5.1% | 5,839 | $471K |
| Kapstone Financial Advisors LLC | 0.32% | No change | 5,788 | $464K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.8% | 5,624 | $451K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -12.1% | 5,609 | $450K |
| Essex Bank | 0.13% | No change | 6,290 | $440K |
| Verition Fund Management LLC | 0.00% | Reduce -40.6% | 5,484 | $440K |
| Fayez Sarofim & Co | 0.00% | Reduce -14.7% | 5,472 | $439K |
| Lanark Financial, Inc. | 0.04% | Reduce -1.9% | 5,427 | $435K |
| First Dallas Securities Inc. | 0.20% | Reduce -19.3% | 5,350 | $429K |
| Cadence Bank | 0.03% | No change | 5,318 | $427K |
| Koshinski Asset Management, Inc. | 0.04% | Add +27.2% | 5,310 | $426K |
| Signaturefd, LLC | 0.01% | Add +7.0% | 5,252 | $421K |
| Coastline Trust Co | 0.05% | Reduce -1.3% | 5,244 | $421K |
| Pinnacle Family Advisors, LLC | 0.22% | Add +0.5% | 5,226 | $419K |
| Valued Retirements, Inc. | 0.67% | No change | 5,198 | $417K |
| Keybank National Association | 0.00% | Add +2.9% | 5,195 | $417K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Reduce -7.3% | 5,430 | $416K |
| Foster & Motley Inc. | 0.03% | Reduce -24.5% | 5,156 | $414K |
| Augustine Asset Management Inc. | 0.17% | Reduce -16.6% | 5,154 | $413K |
| Choate Investment Advisors | 0.01% | Reduce -2.9% | 5,107 | $410K |
| SFG Wealth Management, LLC. | 0.24% | Add +0.0% | 5,052 | $405K |
| Private Portfolio Partners LLC | 0.08% | Reduce -10.4% | 5,030 | $403K |
| NorthStar Asset Management LLC | 0.31% | No change | 5,024 | $403K |
| Personal Cfo Solutions, LLC | 0.06% | Add +11.3% | 5,009 | $402K |
| West Wealth Group, LLC | 0.15% | No change | 5,000 | $401K |
| Intrua Financial, LLC | 0.06% | Reduce -1.4% | 4,981 | $400K |
| Dorsey Wright & Associates | 0.10% | Reduce -0.7% | 4,967 | $398K |
| Texas Yale Capital Corp. | 0.02% | No change | 4,925 | $395K |
| Advisors Preferred, LLC | 0.07% | Reduce -21.8% | 4,951 | $394K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,889 | $392K |
| Sculati Wealth Management, LLC | 0.17% | Reduce -9.3% | 4,870 | $391K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -8.0% | 4,865 | $390K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -9.7% | 4,863 | $390K |
| CX Institutional | 0.02% | Add +0.6% | 4,757 | $382K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.0% | 4,744 | $380K |
| Southland Equity Partners LLC | 0.11% | Reduce -10.0% | 4,742 | $380K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -0.8% | 4,705 | $377K |
| RMR Wealth Builders | 0.05% | New | 4,686 | $377K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 4,692 | $376K |
| Investment Management Corp of Ontario | 0.01% | Reduce -30.9% | 4,691 | $376K |
| Geneos Wealth Management Inc. | 0.02% | Add +196.4% | 4,681 | $375K |
| Goldstone Financial Group, LLC | 0.09% | Add +2.1% | 4,656 | $373K |
| Penserra Capital Management LLC | 0.00% | Add +76.7% | 4,662 | $373K |
| Jackson Creek Investment Advisors LLC | 0.13% | New | 4,617 | $370K |
| Scotia Capital Inc. | 0.00% | No change | 4,610 | $370K |
| Profund Advisors LLC | 0.01% | Reduce -7.6% | 4,545 | $365K |
| Crown Wealth Group, LLC | 0.19% | Add +3.5% | 4,543 | $364K |
| Avior Wealth Management, LLC | 0.02% | Add +7.5% | 4,536 | $364K |
| Welch Group, LLC | 0.02% | No change | 4,531 | $363K |
| Horizon Investments, LLC | 0.01% | Add +3.9% | 4,530 | $363K |
| Wulff, Hansen & Co. | 0.36% | No change | 4,520 | $363K |
| L.M. Kohn & Company | 0.10% | Reduce -8.4% | 4,467 | $358K |
| LifePro Asset Management | 0.24% | New | 4,455 | $357K |
| Tradewinds, LLC. | 0.17% | — | 4,415 | $354K |
| Richard W. Paul & Associates, LLC | 0.14% | Reduce -4.5% | 4,415 | $354K |
| Griffin Asset Management, Inc. | 0.04% | Reduce -25.1% | 4,404 | $353K |
| Jefferies Financial Group Inc. | 0.01% | New | 4,403 | $353K |
| Edmp, Inc. | 0.29% | No change | 4,387 | $352K |
| Perigon Wealth Management, LLC | 0.01% | Add +11.3% | 4,371 | $351K |
| Financial Management Professionals, Inc. | 0.05% | Reduce -26.6% | 4,366 | $350K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -0.1% | 4,319 | $346K |
| TrinityPoint Wealth, LLC | 0.06% | Add +1.2% | 4,311 | $346K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.7% | 4,298 | $345K |
| NCP Inc. | 0.23% | — | 4,213 | $338K |
| Twinbeech Capital LP | 0.01% | New | 4,210 | $338K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.4% | 4,204 | $337K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -43.6% | 4,200 | $337K |
| Catalyst Funds Management Pty Ltd | 0.09% | — | 4,200 | $337K |
| Curi Capital, LLC | 0.01% | New | 4,193 | $336K |
| Raleigh Capital Management Inc. | 0.14% | Add +6.6% | 4,171 | $335K |
| Kavar Capital Partners Group, LLC | 0.06% | Reduce -50.0% | 4,150 | $333K |
| Bogart Wealth, LLC | 0.02% | Add +0.7% | 4,139 | $332K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +28.3% | 4,124 | $331K |
| Disciplined Equity Management, Inc. | 0.22% | Reduce -89.8% | 4,085 | $328K |
| Ballentine Partners, LLC | 0.01% | Add +18.3% | 4,077 | $327K |
| Advisors Capital Management, LLC | 0.01% | Add +0.8% | 4,056 | $325K |
| Cetera Trust Company, N.A | 0.20% | No change | 4,050 | $325K |
| Howland Capital Management LLC | 0.02% | No change | 4,016 | $325K |
| Citizens Business Bank | 0.07% | No change | 4,000 | $321K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -17.3% | 3,987 | $320K |
| MBB Public Markets I LLC | 0.02% | New | 3,943 | $316K |
| OneAscent Financial Services LLC | 0.03% | New | 3,937 | $316K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,950 | $315K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 4,483 | $314K |
| Park National Corp. | 0.01% | No change | 3,905 | $313K |
| Inceptionr LLC | 0.08% | New | 3,899 | $313K |
| Core Wealth Partners LLC | 0.24% | Add +2.5% | 3,892 | $312K |
| HRT Financial LP | 0.00% | Reduce -93.6% | 3,892 | $312K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Reduce -21.3% | 3,863 | $310K |
| Stephens Inc. | 0.00% | Reduce -3.0% | 3,820 | $306K |
| Aire Advisors, LLC | 0.07% | Reduce -0.3% | 3,816 | $306K |
| Cynosure Group, LLC | 0.05% | New | 3,813 | $306K |
| Cornerstone Wealth Group, LLC | 0.03% | New | 3,811 | $306K |
| Ledgewood Wealth Advisors, LLC | 0.28% | No change | 3,806 | $305K |
| Nexpoint Asset Management, L.P. | 0.05% | New | 3,800 | $305K |
| Walker Asset Management, LLC | 0.20% | Add +1.0% | 3,790 | $304K |
| Strategic Blueprint, LLC | 0.02% | Add +4.4% | 3,786 | $304K |
| Huntington National Bank | 0.00% | Add +11.7% | 3,749 | $301K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +1.0% | 3,878 | $301K |
| E&G Advisors, LLC | 0.09% | Add +2.1% | 3,700 | $297K |
| Prestige Wealth Management Group LLC | 0.06% | Add +1950.3% | 3,670 | $297K |
| Empower Advisory Group, LLC | 0.00% | New | 3,693 | $296K |
| AlphaStar Capital Management, LLC | 0.03% | New | 3,672 | $295K |
| Lebenthal Global Advisors, LLC | 0.06% | Add +2.7% | 3,632 | $291K |
| Duality Advisers, LP | 0.03% | Reduce -32.4% | 3,611 | $290K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,610 | $290K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.8% | 3,571 | $286K |
| Advisors Management Group Inc. | 0.07% | Add +7.3% | 3,549 | $285K |
| Philadelphia Trust Co. | 0.02% | No change | 3,500 | $281K |
| Robinson Smith Wealth Advisors LLC | 0.27% | No change | 3,500 | $281K |
| Sachetta, LLC | 0.13% | No change | 3,993 | $280K |
| Buckingham Capital Management, Inc. | 0.03% | No change | 3,483 | $279K |
| Lokken Investment Group LLC | 0.14% | No change | 3,474 | $279K |
| Aptus Capital Advisors, LLC | 0.01% | New | 3,432 | $275K |
| GTS Securities LLC | 0.01% | Reduce -63.5% | 3,421 | $274K |
| Davis R M Inc. | 0.01% | No change | 3,418 | $274K |
| Sienna Gestion | 0.02% | — | 3,416 | $274K |
| BTC Capital Management, Inc. | 0.03% | — | 3,403 | $273K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -3.5% | 3,399 | $273K |
| NorthCoast Asset Management LLC | 0.00% | Add +6.1% | 3,386 | $272K |
| International Assets Investment Management, LLC | 0.03% | Add +0.4% | 3,402 | $271K |
| Maverick Capital | 0.01% | Reduce -75.5% | 3,363 | $270K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 3,350 | $269K |
| Caprock Group, LLC | 0.02% | Reduce -4.2% | 3,304 | $267K |
| Community Bank & Trust, Waco, Texas | 0.07% | No change | 3,300 | $265K |
| Summit Financial, LLC | 0.02% | New | 3,269 | $264K |
| Somerset Trust Co | 0.11% | New | 3,295 | $264K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 3,293 | $264K |
| Keystone Wealth Services, LLC | 0.08% | No change | 3,258 | $261K |
| Infrastructure Capital Advisors, LLC | 0.04% | New | 3,250 | $261K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,245 | $260K |
| Two Sigma Securities, LLC | 0.01% | New | 3,243 | $260K |
| Cypress Capital Group | 0.03% | Add +1.1% | 3,235 | $259K |
| Geller Advisors LLC | 0.02% | Add +0.5% | 3,198 | $259K |
| Westpac Banking Corp. | 0.02% | Add +2.3% | 3,214 | $258K |
| CPC Advisors, LLC | 0.04% | Reduce -19.8% | 3,211 | $258K |
| Apriem Advisors | 0.03% | No change | 3,200 | $257K |
| Private Trust Co. NA | 0.03% | Reduce -15.5% | 3,158 | $253K |
| Sovereign Financial Group, Inc. | 0.07% | Add +0.0% | 3,142 | $252K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +0.1% | 3,125 | $251K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.8% | 3,117 | $250K |
| Composition Wealth, LLC | 0.01% | Add +3.5% | 3,111 | $250K |
| Aspen Investment Management Inc | 0.13% | New | 3,110 | $249K |
| Cigna Investments Inc. | 0.05% | No change | 3,095 | $249K |
| Boston Financial Mangement LLC | 0.01% | No change | 3,100 | $249K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.1% | 3,071 | $246K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,052 | $245K |
| Oak Thistle LLC | 0.22% | New | 3,039 | $244K |
| FDx Advisors, Inc. | 0.04% | Reduce -23.7% | 3,012 | $242K |
| Channel Wealth LLC | 0.10% | No change | 3,000 | $241K |
| Clean Yield Group | 0.09% | No change | 3,000 | $241K |
| Whittier Trust Co. | 0.00% | No change | 2,978 | $239K |
| Parallel Advisors, LLC | 0.01% | Add +3.3% | 2,974 | $239K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +67.3% | 2,966 | $238K |
| IMA Advisory Services, Inc. | 0.11% | No change | 2,954 | $237K |
| Triasima Portfolio Management inc. | 0.02% | Reduce -20.3% | 2,950 | $237K |
| Destination Wealth Management | 0.01% | No change | 2,946 | $236K |
| IFP Advisors, Inc | 0.01% | Reduce -32.3% | 2,945 | $236K |
| Douglas Lane & Associates, LLC | 0.00% | No change | 2,944 | $236K |
| Capital City Trust Co. | 0.07% | No change | 2,940 | $236K |
| Crestwood Advisors Group, LLC | 0.01% | New | 2,931 | $235K |
| Schechter Investment Advisors, LLC | 0.02% | New | 2,928 | $235K |
| Cooper Financial Group | 0.04% | New | 2,924 | $235K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -1.9% | 2,914 | $234K |
| Evergreen Capital Management LLC | 0.01% | Add +0.7% | 2,866 | $232K |
| Aberdeen Wealth Management LLC | 0.13% | New | 2,877 | $231K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,864 | $230K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 2,863 | $230K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -5.8% | 2,850 | $229K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.4% | 2,814 | $226K |
| Scientech Research LLC | 0.12% | New | 2,796 | $224K |
| CI Investments Inc. | 0.00% | Add +245.9% | 2,795 | $224K |
| XML Financial, LLC | 0.02% | Reduce -9.0% | 2,791 | $224K |
| Compound Planning, Inc. | 0.02% | New | 2,790 | $224K |
| Naples Global Advisors, LLC | 0.02% | New | 2,750 | $222K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 2,760 | $221K |
| Ignite Planners, LLC | 0.06% | Reduce -84.9% | 2,775 | $221K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 2,751 | $221K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,702 | $217K |
| Seelaus Asset Management LLC | 0.22% | New | 2,700 | $217K |
| Investment House LLC | 0.01% | New | 2,700 | $217K |
| Allen Investment Management, LLC | 0.00% | New | 2,696 | $216K |
| Meeder Advisory Services, Inc. | 0.02% | New | 2,680 | $215K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,675 | $215K |
| Vident Advisory, LLC | 0.00% | New | 2,630 | $211K |
| Financial Advocates Investment Management | 0.01% | New | 2,616 | $210K |
| Saxony Capital Management, LLC | 0.25% | New | 2,610 | $209K |
| Segment Wealth Management, LLC | 0.02% | New | 2,600 | $209K |
| Seed Wealth Management, Inc. | 0.20% | New | 2,620 | $208K |
| Insigneo Advisory Services, LLC | 0.02% | New | 2,570 | $208K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 2,581 | $207K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -12.9% | 2,581 | $207K |
| Cardiff Park Advisors, LLC | 0.02% | New | 2,578 | $207K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | New | 2,595 | $206K |
| Symphony Financial, Ltd. Co. | 0.05% | Reduce -81.7% | 2,566 | $206K |
| Clarius Group, LLC | 0.01% | Reduce -10.9% | 2,552 | $205K |
| Perennial Investment Advisors, LLC | 0.03% | New | 2,528 | $203K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,516 | $202K |
| Dakota Wealth Management | 0.01% | Reduce -28.3% | 2,505 | $201K |
| Brooklyn Investment Group | 0.09% | New | 2,525 | $201K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | New | 2,407 | $193K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.8% | 2,398 | $191K |
| CENTRAL TRUST Co | 0.00% | Reduce -8.4% | 2,182 | $175K |
| Nvwm, LLC | 0.05% | No change | 2,151 | $174K |
| MeadowBrook Investment Advisors LLC | 0.16% | Reduce -5.7% | 2,155 | $173K |
| Mather Group, Llc. | 0.00% | New | 2,382 | $167K |
| Capstone Investment Advisors, LLC | 0.01% | New | 2,059 | $165K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 2,008 | $161K |
| Financial Perspectives, Inc | 0.06% | No change | 2,000 | $160K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,000 | $160K |
| Deseret Mutual Benefit Administrators | 0.08% | Add +10.6% | 1,995 | $160K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,995 | $160K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +21.4% | 2,208 | $160K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -10.6% | 1,957 | $157K |
| Addison Advisors LLC | 0.05% | No change | 1,941 | $156K |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.01% | New | 1,857 | $149K |
| GAMMA Investing LLC | 0.03% | Add +15.8% | 1,806 | $145K |
| Monetary Management Group Inc. | 0.04% | No change | 1,800 | $144K |
| Tobam | 0.01% | Add +105.6% | 1,774 | $142K |
| Retirement Group, LLC | 0.05% | Add +0.3% | 1,721 | $138K |
| Eagle Bay Advisors LLC | 0.09% | Add +0.8% | 1,693 | $137K |
| M&R Capital Management Inc. | 0.03% | Reduce -71.6% | 1,691 | $136K |
| Ninepoint Partners LP | 0.02% | No change | 1,674 | $134K |
| Plato Investment Management Ltd | 0.01% | No change | 1,661 | $133K |
| Security National Bank | 0.02% | No change | 1,619 | $130K |
| Tower View Wealth Management LLC | 0.08% | Add +0.9% | 1,607 | $129K |
| SJS Investment Consulting Inc. | 0.03% | No change | 1,600 | $128K |
| Sentry Investment Management LLC | 0.05% | No change | 1,528 | $123K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.2% | 1,503 | $121K |
| First Financial Corp. | 0.06% | No change | 1,500 | $120K |
| Highlander Capital Management, LLC | 0.05% | No change | 1,500 | $120K |
| Fortitude Family Office, LLC | 0.08% | No change | 1,473 | $118K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,350 | $108K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -0.8% | 1,321 | $106K |
| Silvant Capital Management LLC | 0.01% | No change | 1,292 | $104K |
| Orion Capital Management LLC | 0.06% | Reduce -27.8% | 1,300 | $104K |
| Peoples Bank | 0.08% | No change | 1,235 | $99K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.8% | 1,227 | $98K |
| Halpern Financial, Inc. | 0.03% | No change | 1,212 | $96K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +5.8% | 1,111 | $90K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,100 | $88K |
| Avion Wealth | 0.02% | Add +1.6% | 1,071 | $86K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,064 | $85K |
| Bay Harbor Wealth Management, LLC | 0.03% | Reduce -1.4% | 1,021 | $83K |
| Sittner & Nelson, LLC | 0.04% | No change | 1,026 | $82K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,000 | $80K |
| Hexagon Capital Partners LLC | 0.02% | No change | 1,000 | $80K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -19.4% | 1,000 | $80K |
| Smartleaf Asset Management LLC | 0.02% | Add +8.1% | 977 | $78K |
| UMB Bank, n.a. | 0.00% | Add +0.8% | 972 | $78K |
| JFS Wealth Advisors, LLC | 0.01% | Add +302.9% | 959 | $77K |
| Sandy Spring Bank | 0.00% | Add +0.1% | 924 | $74K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +169.5% | 954 | $74K |
| Sound Income Strategies, LLC | 0.01% | No change | 919 | $74K |
| Independence Bank of Kentucky | 0.02% | No change | 905 | $73K |
| Private Ocean, LLC | 0.01% | No change | 900 | $72K |
| Rothschild Investment LLC | 0.01% | Add +1.7% | 895 | $72K |
| Proffitt & Goodson Inc. | 0.01% | No change | 825 | $66K |
| Beacon Capital Management, LLC | 0.01% | No change | 821 | $66K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.8% | 840 | $66K |
| Valley National Advisers Inc. | 0.01% | Add +5.3% | 811 | $65K |
| Bank of New Hampshire | 0.02% | No change | 795 | $64K |
| Larson Financial Group LLC | 0.00% | Reduce -36.5% | 783 | $63K |
| Lindbrook Capital, LLC | 0.01% | Add +3.3% | 776 | $62K |
| Sawyer & Company, Inc | 0.02% | No change | 775 | $62K |
| Abound Wealth Management | 0.02% | No change | 759 | $61K |
| Blue Trust, Inc. | 0.00% | Add +109.1% | 757 | $61K |
| Optimum Investment Advisors | 0.03% | New | 750 | $60K |
| Cambridge Trust Co. | 0.00% | No change | 735 | $59K |
| True Wealth Design, LLC | 0.01% | Add +1.0% | 708 | $57K |
| NFSG Corp | 0.02% | New | 701 | $56K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 700 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.8% | 669 | $54K |
| Harbor Investment Advisory, LLC | 0.01% | Add +3.9% | 642 | $52K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -22.6% | 608 | $49K |
| Caitlin John, LLC | 0.04% | Reduce -13.4% | 593 | $48K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -77.9% | 585 | $47K |
| Financial Avengers, Inc. | 0.02% | Add +1.1% | 580 | $46K |
| North Star Investment Management Corp. | 0.00% | Reduce -41.2% | 570 | $46K |
| Main Street Group, LTD | 0.02% | Add +0.7% | 570 | $45K |
| AllSquare Wealth Management LLC | 0.03% | Reduce -21.5% | 559 | $45K |
| Webster Bank, N. A. | 0.01% | No change | 557 | $45K |
| Compass Wealth Management LLC | 0.01% | No change | 525 | $42K |
| Sunbelt Securities, Inc. | 0.00% | No change | 517 | $41K |
| Muzinich & Co., Inc. | 0.04% | No change | 587 | $41K |
| Transcendent Capital Group LLC | 0.02% | No change | 510 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -55.8% | 500 | $40K |
| Heritage Wealth Advisors | 0.00% | No change | 500 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 500 | $40K |
| Natixis | 0.00% | Reduce -98.6% | 483 | $39K |
| Continuum Advisory, LLC | 0.01% | New | 482 | $38K |
| Hanson & Doremus Investment Management | 0.01% | No change | 475 | $38K |
| Headlands Technologies LLC | 0.01% | New | 471 | $38K |
| CVA Family Office, LLC | 0.01% | No change | 455 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 440 | $36K |
| PFS Partners, LLC | 0.02% | No change | 419 | $34K |
| AdvisorNet Financial, Inc | 0.00% | No change | 416 | $33K |
| Barrett & Company, Inc. | 0.02% | No change | 400 | $32K |
| Canton Hathaway, LLC | 0.01% | No change | 400 | $32K |
| Quarry LP | 0.01% | Add +555.9% | 387 | $31K |
| GW&K Investment Management, LLC | 0.00% | Reduce -3.3% | 357 | $29K |
| Walleye Capital LLC | 0.00% | New | 356 | $29K |
| Piscataqua Savings Bank | 0.03% | No change | 353 | $28K |
| Loomis Sayles & Co. L P | 0.00% | Add +40.3% | 355 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 329 | $26K |
| WR Wealth Planners, LLC | 0.01% | New | 305 | $24K |
| Dunhill Financial, LLC | 0.02% | Add +1.0% | 300 | $24K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $24K |
| IAG Wealth Partners, LLC | 0.01% | No change | 295 | $24K |
| Fernwood Investment Management, LLC | 0.01% | New | 290 | $23K |
| Central Pacific Bank - Trust Division | 0.00% | — | 292 | $23K |
| Covestor Ltd | 0.01% | Add +13.1% | 285 | $23K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 273 | $22K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 261 | $21K |
| Naples Money Management LLC | 0.02% | Reduce -88.8% | 254 | $20K |
| Towne Trust Company, N.A | 0.01% | New | 250 | $20K |
| Quent Capital, LLC | 0.00% | No change | 240 | $19K |
| Zions Bancorporation, N.A. | 0.00% | No change | 229 | $18K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 205 | $16K |
| Summit Securities Group LLC | 0.01% | Reduce -84.6% | 200 | $16K |
| Rise Advisors, LLC | 0.01% | Add +278.9% | 197 | $16K |
| Assetmark, Inc. | 0.00% | Add +11.4% | 196 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 184 | $15K |
| Tucker Asset Management LLC | 0.00% | No change | 180 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 174 | $14K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 181 | $14K |
| Chesapeake Asset Management LLC | 0.01% | No change | 170 | $14K |
| Arax Advisory Partners | 0.00% | Reduce -98.9% | 169 | $14K |
| Kozak & Associates, Inc. | 0.00% | Add +1.2% | 165 | $13K |
| Tidemark, LLC | 0.01% | No change | 154 | $12K |
| Optiver Holding B.V. | 0.00% | New | 152 | $12K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 143 | $11K |
| Park Place Capital Corp | 0.00% | No change | 141 | $11K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -64.1% | 135 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.7% | 126 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $9K |
| LRI Investments, LLC | 0.00% | — | 106 | $9K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 100 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 100 | $8K |
| Hoese & Co LLP | 0.01% | No change | 100 | $8K |
| New Covenant Trust Company, N.A. | 0.01% | — | 98 | $8K |
| MV Capital Management, Inc. | 0.00% | Add +1.1% | 95 | $8K |
| Red Tortoise LLC | 0.00% | No change | 94 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 87 | $7K |
| RFP Financial Group LLC | 0.00% | No change | 84 | $7K |
| Planning Capital Management Corp | 0.00% | No change | 72 | $6K |
| Manchester Capital Management LLC | 0.00% | Reduce -86.2% | 66 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 60 | $5K |
| Core Wealth Advisors, Inc. | 0.00% | No change | 43 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -48.1% | 41 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 39 | $3K |
| Pineridge Advisors LLC | 0.00% | Reduce -49.3% | 37 | $3K |
| Delos Wealth Advisors, LLC | 0.00% | New | 36 | $3K |
| Kelly Financial Services LLC | 0.00% | No change | 36 | $3K |
| Colonial Trust Advisors | 0.00% | Reduce -73.2% | 30 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 27 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 26 | $2K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 25 | $2K |
| Northwest Investment Counselors, LLC | 0.00% | New | 22 | $2K |
| Bokf, NA | 0.00% | Add +40.0% | 21 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +275.0% | 15 | $1K |
| Aspect Partners, LLC | 0.00% | Add +37.5% | 11 | $882 |
| TFC Financial Management, Inc. | 0.00% | Add +16.7% | 7 | $562 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $402 |
| Tortoise Investment Management, LLC | 0.00% | No change | 5 | $401 |
| MCF Advisors LLC | 0.00% | New | 4 | $324 |
| PFG Private Wealth Management, LLC | 0.00% | No change | 3 | $243 |
| Key Financial Inc | 0.00% | No change | 1 | $80 |
| AlphaQuest LLC | 0.00% | New | 1 | $80 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.7% | 1 | $78 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.