Iron MountainIRM
13F holders, Q2 2024 (June 30)965holders +29
93new positions
62sold out
4famous investors
$89.62avg. 13F price*
At the end of Q2 2024, 965 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings, up 29 from Q1 2024. 93 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock Inc. ($2.5B) and Cohen & Steers, Inc. ($2.1B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q2 2024)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $134.1M |
| Exits | 62 | $239.9M |
All 13F filers, Q1 2024 → Q2 2024: 23,027,116 shares bought and 11,836,918 shares sold, net +11,190,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 965 holders
| Vanguard Group Inc. | 0.08% | Add +0.6% | 46,643,352 | $4.2B |
| BlackRock Inc. | 0.06% | Add +20.7% | 27,891,960 | $2.5B |
| Cohen & Steers, Inc. | 4.33% | Reduce -2.5% | 23,051,016 | $2.1B |
| State Street Corp. | 0.07% | Add +26.8% | 17,516,178 | $1.6B |
| Geode Capital Management, LLC | 0.06% | Add +11.1% | 8,129,343 | $728.9M |
| Daiwa Securities Group Inc. | 2.19% | Reduce -1.0% | 4,517,699 | $404.9M |
| Dimensional Fund Advisors LP | 0.10% | Reduce -0.0% | 4,286,068 | $384.1M |
| Capital World Investors | 0.06% | Add +0.0% | 4,116,146 | $368.9M |
| Deutsche Bank AG | 0.16% | Add +1.9% | 3,923,723 | $351.6M |
| Morgan Stanley | 0.03% | Add +5.7% | 3,655,486 | $327.6M |
| Legal & General Group Plc | 0.09% | Add +59.6% | 3,453,291 | $309.5M |
| Wellington Management Group LLP | 0.05% | Add +27.6% | 3,379,577 | $302.9M |
| FMR LLC | 0.02% | Add +10.9% | 3,293,020 | $295.1M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +0.6% | 3,244,640 | $290.8M |
| Norges Bank | 0.04% | Reduce -3.0% | 3,238,615 | $290.2M |
| Northern Trust Corp. | 0.04% | Add +1.8% | 2,968,422 | $266.0M |
| Pictet Asset Management Holding SA | 0.28% | Reduce -12.2% | 2,712,745 | $243.1M |
| Centersquare Investment Management LLC | 2.34% | Add +56.6% | 2,409,602 | $215.9M |
| Amundi | 0.08% | Reduce -24.4% | 2,250,829 | $206.6M |
| Invesco Ltd. | 0.04% | Add +12.3% | 2,257,536 | $202.3M |
| Agf Management Ltd. | 1.12% | Add +76.3% | 2,245,393 | $201.2M |
| Russell Investments Group, Ltd. | 0.32% | Add +8.6% | 2,178,969 | $195.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -13.0% | 2,135,256 | $191.4M |
| Bank of New York Mellon Corp | 0.04% | Add +0.3% | 2,126,237 | $190.6M |
| Prudential Financial Inc. | 0.28% | Add +12.8% | 2,102,156 | $188.4M |
| Nuveen Asset Management, LLC | 0.04% | Add +5.7% | 1,680,899 | $150.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +96.9% | 1,615,304 | $144.8M |
| Epoch Investment Partners, Inc. | 0.65% | Reduce -6.3% | 1,579,482 | $141.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.2% | 1,409,491 | $127.2M |
| Bank of America Corp. | 0.01% | Reduce -0.7% | 1,312,594 | $117.6M |
| Duff & Phelps Investment Management Co. | 1.48% | Add +45.0% | 1,298,330 | $116.4M |
| DekaBank Deutsche Girozentrale | 0.19% | Add +5.0% | 1,182,515 | $105.3M |
| Sei Investments Co. | 0.14% | Add +19.3% | 1,125,491 | $100.9M |
| CIBC Private Wealth Group LLC | 0.18% | Reduce -0.7% | 1,049,216 | $97.4M |
| Captrust Financial Advisors | 0.26% | Add +5.5% | 904,225 | $81.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -5.5% | 903,856 | $81.0M |
| Swiss National Bank | 0.05% | Reduce -0.8% | 867,761 | $77.8M |
| American Century Companies Inc. | 0.05% | Add +5.7% | 828,630 | $74.3M |
| Heitman Real Estate Securities LLC | 4.34% | Reduce -18.5% | 765,561 | $68.6M |
| Rockefeller Capital Management L.P. | 0.19% | Add +15.3% | 763,644 | $68.4M |
| Voloridge Investment Management, LLC | 0.25% | Add +8.9% | 747,947 | $67.0M |
| Welch & Forbes LLC | 0.88% | Reduce -2.2% | 711,885 | $66.0M |
| Canada Pension Plan Investment Board | 0.06% | Reduce -18.4% | 731,515 | $65.6M |
| HSBC Holdings PLC | 0.04% | Add +20.2% | 705,792 | $63.3M |
| Wells Fargo & Company | 0.02% | Reduce -4.4% | 685,599 | $61.4M |
| Rhumbline Advisers | 0.06% | Add +5.5% | 672,308 | $60.3M |
| Neuberger Berman Group LLC | 0.05% | Reduce -4.9% | 652,768 | $58.5M |
| UBS Group AG | 0.02% | Reduce -35.3% | 648,092 | $58.1M |
| Barclays PLC | 0.03% | Add +8.5% | 636,961 | $57.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +6.8% | 632,826 | $56.7M |
| Alliancebernstein L.P. | 0.02% | Add +63.8% | 614,846 | $55.1M |
| Bank of Montreal | 0.02% | Add +7.0% | 620,509 | $55.0M |
| Aew Capital Management L P | 2.55% | Add +345.7% | 588,900 | $52.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +12.0% | 577,034 | $51.7M |
| Asset Management One Co., Ltd. | 0.19% | Reduce -2.3% | 566,666 | $50.8M |
| Border to Coast Pensions Partnership Ltd | 1.20% | Add +0.7% | 565,000 | $50.7M |
| Korea Investment CORP | 0.13% | Add +529.0% | 561,770 | $50.3M |
| California Public Employees Retirement System | 0.04% | Reduce -1.6% | 531,826 | $47.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.3% | 502,452 | $45.0M |
| LPL Financial LLC | 0.02% | Add +9.5% | 501,499 | $44.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -67.7% | 497,729 | $44.6M |
| California State Teachers Retirement System | 0.05% | Add +1.6% | 475,346 | $42.6M |
| Cookson Peirce & Co. Inc. | 1.99% | Add +16.0% | 461,823 | $41.4M |
| Aviva PLC | 0.12% | Add +34.4% | 455,265 | $40.8M |
| Nomura Asset Management Co. Ltd. | 0.14% | Add +5.8% | 449,272 | $40.3M |
| Jane Street Group, LLC | 0.04% | Add +124.7% | 448,135 | $40.2M |
| Marble Harbor Investment Counsel, LLC | 4.63% | Reduce -1.6% | 438,960 | $39.3M |
| Waterfront Capital Partners, LLC | 5.04% | Add +71.7% | 437,733 | $39.2M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +12.2% | 406,156 | $36.4M |
| APG Asset Management US Inc. | 0.21% | New | 400,000 | $35.9M |
| National Pension Service | 0.04% | Reduce -4.5% | 398,291 | $35.7M |
| Stifel Financial Corp. | 0.04% | Reduce -16.3% | 386,517 | $34.6M |
| Raymond James & Associates | 0.02% | Add +1.5% | 354,082 | $31.7M |
| Blair William & Co. | 0.10% | Reduce -0.4% | 348,146 | $31.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.9% | 340,766 | $30.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.1% | 337,842 | $30.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.10% | Add +186.1% | 334,581 | $30.0M |
| Aberdeen Group plc | 0.06% | Add +42.6% | 332,855 | $29.8M |
| Adell Harriman & Carpenter Inc. | 2.30% | Add +1.6% | 332,675 | $29.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Reduce -19.4% | 329,036 | $29.5M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -3.9% | 308,846 | $27.7M |
| Macquarie Group Ltd. | 0.03% | Add +71.2% | 300,758 | $27.0M |
| Eventide Asset Management, LLC | 0.46% | Add +21.1% | 299,913 | $26.9M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -1.8% | 281,152 | $25.2M |
| New York State Common Retirement Fund | 0.03% | Add +1.9% | 277,278 | $24.8M |
| TD Asset Management Inc | 0.02% | Reduce -3.0% | 271,365 | $24.3M |
| New York State Teachers Retirement System | 0.05% | Reduce -6.8% | 268,054 | $24.0M |
| BNP Paribas Financial Markets | 0.02% | Reduce -37.2% | 249,420 | $22.4M |
| Citigroup Inc. | 0.02% | Add +4.8% | 247,484 | $22.2M |
| Pacer Advisors, Inc. | 0.05% | Reduce -17.5% | 241,661 | $21.7M |
| Knights of Columbus Asset Advisors LLC | 1.41% | Add +37.1% | 241,135 | $21.6M |
| Corient Private Wealth LP | 0.04% | Reduce -3.7% | 237,677 | $21.3M |
| Retirement Systems of Alabama | 0.08% | Reduce -2.9% | 234,314 | $21.0M |
| Andra AP-fonden | 0.35% | Reduce -21.3% | 232,300 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.1% | 230,536 | $20.7M |
| Swedbank AB | 0.03% | Reduce -5.5% | 229,212 | $20.5M |
| Moran Wealth Management, LLC | 0.66% | New | 224,603 | $20.1M |
| Ensign Peak Advisors, Inc | 0.04% | Add +15.7% | 223,686 | $20.0M |
| United Bank | 2.46% | Reduce -10.4% | 220,820 | $19.8M |
| Natixis Advisors, LLC | 0.04% | Add +26.5% | 210,976 | $18.9M |
| First Trust Advisors LP | 0.02% | Reduce -11.6% | 207,769 | $18.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +0.2% | 205,498 | $18.4M |
| Dana Investment Advisors, Inc. | 0.59% | Reduce -15.1% | 196,201 | $17.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -4.9% | 191,786 | $17.2M |
| Pinebridge Investments, L.P. | 0.13% | Reduce -18.4% | 186,160 | $16.7M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -13.7% | 185,848 | $16.7M |
| Handelsbanken Fonder AB | 0.07% | Add +7.4% | 185,739 | $16.6M |
| Allianz Asset Management GmbH | 0.03% | Reduce -13.2% | 178,340 | $16.0M |
| CHURCHILL MANAGEMENT Corp | 0.19% | Reduce -1.6% | 177,255 | $15.9M |
| QRG Capital Management, Inc. | 0.19% | Reduce -1.9% | 174,781 | $15.7M |
| Cetera Investment Advisers | 0.04% | Reduce -24.6% | 173,195 | $15.5M |
| State of Alaska, Department of Revenue | 0.17% | Add +1.6% | 172,664 | $15.5M |
| Resona Asset Management Co.,Ltd. | 0.09% | Add +3.6% | 169,971 | $15.2M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.3% | 168,235 | $15.1M |
| Voya Investment Management LLC | 0.02% | Add +21.3% | 166,704 | $14.9M |
| Brookfield Corp | 0.09% | Add +263.2% | 165,526 | $14.8M |
| TCV Trust & Wealth Management, Inc. | 1.41% | Reduce -1.6% | 165,112 | $14.8M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -1.0% | 160,057 | $14.3M |
| Franklin Resources Inc. | 0.00% | Add +31.2% | 157,681 | $14.1M |
| Storebrand Asset Management As | 0.05% | Reduce -0.7% | 154,227 | $13.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -9.1% | 154,182 | $13.8M |
| Burney Co./ | 0.53% | Reduce -7.8% | 153,929 | $13.8M |
| State of Tennessee, Department of Treasury | 0.05% | Reduce -13.7% | 153,360 | $13.7M |
| STRS Ohio | 0.05% | Add +121.1% | 151,909 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -2.0% | 151,334 | $13.6M |
| Railway Pension Investments Ltd | 0.16% | Add +188.3% | 147,900 | $13.3M |
| Intech Investment Management LLC | 0.16% | Add +171.1% | 147,714 | $13.2M |
| Nippon Life Global Investors Americas, Inc. | 0.58% | New | 145,600 | $13.1M |
| Toronto Dominion Bank | 0.02% | Reduce -13.7% | 144,066 | $12.9M |
| Nisa Investment Advisors, LLC | 0.08% | Add +0.5% | 141,836 | $12.8M |
| Eagle Asset Management Inc. | 0.07% | No change | 140,544 | $12.6M |
| Danske Bank A/S | 0.05% | Reduce -10.0% | 139,056 | $12.5M |
| Sheaff Brock Investment Advisors, LLC | 1.16% | Reduce -9.5% | 139,035 | $12.5M |
| Mutual Advisors, LLC | 0.37% | Reduce -4.5% | 121,994 | $12.1M |
| Ar Asset Management Inc. | 2.85% | No change | 130,600 | $11.7M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -2.0% | 130,280 | $11.7M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -1.1% | 129,845 | $11.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -1.3% | 128,206 | $11.5M |
| IFM Investors Pty Ltd | 0.12% | Add +112.7% | 128,171 | $11.5M |
| Sargent Investment Group, LLC | 2.31% | Reduce -7.0% | 126,360 | $11.3M |
| Credit Agricole S A | 0.07% | Add +39.5% | 124,173 | $11.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -7.3% | 123,645 | $11.1M |
| Mackenzie Financial Corp. | 0.02% | Reduce -6.6% | 121,945 | $10.9M |
| Focus Partners Wealth | 0.04% | Add +62.0% | 121,012 | $10.8M |
| Snowden Capital Advisors LLC | 0.33% | Reduce -1.1% | 119,899 | $10.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -11.3% | 120,276 | $10.8M |
| James Hambro & Partners LLP | 0.50% | Reduce -2.7% | 120,104 | $10.8M |
| SG Americas Securities, LLC | 0.07% | Reduce -14.2% | 119,686 | $10.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.0% | 118,441 | $10.6M |
| Susquehanna International Group, LLP | 0.02% | Add +68.6% | 118,264 | $10.6M |
| Guggenheim Capital LLC | 0.08% | Reduce -19.3% | 117,752 | $10.6M |
| Vert Asset Management LLC | 4.20% | Reduce -3.5% | 117,664 | $10.5M |
| Varma Mutual Pension Insurance Co | 0.08% | New | 117,238 | $10.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.07% | Add +80.8% | 115,922 | $10.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +7.0% | 113,698 | $10.2M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -0.7% | 113,047 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -1.3% | 112,542 | $10.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.3% | 109,310 | $9.8M |
| Brookstone Capital Management | 0.16% | Add +13.2% | 98,425 | $9.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -1.3% | 107,468 | $9.6M |
| UniSuper Management Pty Ltd | 0.08% | Add +613.6% | 107,299 | $9.6M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -32.4% | 106,082 | $9.5M |
| Prudential PLC | 0.06% | Reduce -24.1% | 99,224 | $8.9M |
| Lido Advisors, LLC | 0.07% | Add +1384.3% | 97,863 | $8.8M |
| Creative Planning | 0.01% | Add +16.3% | 96,822 | $8.7M |
| National Bank of Canada | 0.01% | Add +20.0% | 96,561 | $8.7M |
| Xponance LLC | 0.09% | Add +69.7% | 96,057 | $8.6M |
| Erste Asset Management GmbH | 0.11% | No change | 96,100 | $8.6M |
| USS Investment Management Ltd | 0.07% | Add +3.8% | 95,176 | $8.5M |
| MetLife Investment Management, LLC | 0.05% | Add +27.7% | 94,807 | $8.5M |
| Foresight Capital Management Advisors, Inc. | 5.76% | Reduce -0.4% | 94,731 | $8.5M |
| Private Advisor Group, LLC | 0.06% | Add +10.4% | 93,985 | $8.4M |
| Vestcor Inc | 0.28% | Add +4.0% | 93,668 | $8.4M |
| Tectonic Advisors LLC | 0.61% | Add +6.3% | 93,662 | $8.4M |
| Susquehanna Portfolio Strategies, LLC | 0.34% | No change | 91,297 | $8.2M |
| MML Investors Services, LLC | 0.03% | Reduce -8.6% | 90,384 | $8.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.5% | 88,632 | $7.9M |
| Salem Investment Counselors Inc. | 0.26% | Add +4.0% | 88,506 | $7.9M |
| M&T Bank Corp | 0.03% | Reduce -1.5% | 87,881 | $7.9M |
| MinichMacGregor Wealth Management, LLC | 1.91% | New | 87,373 | $7.8M |
| Polar Asset Management Partners Inc. | 0.30% | Reduce -67.7% | 85,500 | $7.7M |
| Chicago Capital, LLC | 0.23% | Reduce -1.1% | 85,092 | $7.6M |
| Acadian Asset Management LLC | 0.02% | Reduce -21.5% | 84,225 | $7.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.09% | Add +4.0% | 80,674 | $7.2M |
| Arizona State Retirement System | 0.05% | Add +0.3% | 80,512 | $7.2M |
| State of Michigan Retirement System | 0.04% | Add +0.3% | 80,246 | $7.2M |
| Azimuth Capital Investment Management LLC | 0.29% | Add +4.5% | 79,010 | $7.1M |
| Corebridge Financial, Inc. | 0.04% | — | 78,164 | $7.0M |
| Millennium Management | 0.01% | Reduce -91.9% | 78,037 | $7.0M |
| Avantax Advisory Services, Inc. | 0.05% | Add +6.4% | 76,727 | $6.9M |
| Sonora Investment Management Group, LLC | 0.54% | No change | 84,859 | $6.8M |
| Hennion & Walsh Asset Management, Inc. | 0.35% | Add +19.8% | 75,809 | $6.8M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -74.9% | 75,415 | $6.8M |
| First National Trust Co | 0.28% | Reduce -30.3% | 74,779 | $6.7M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.6% | 73,150 | $6.6M |
| Nissay Asset Management Corp. /Japan | 0.04% | Add +5.0% | 73,440 | $6.6M |
| American Assets Capital Advisers, LLC | 2.06% | Add +184.5% | 72,534 | $6.5M |
| Marex Group Ltd | 0.17% | New | 72,100 | $6.5M |
| Nia Impact Advisors, LLC | 2.32% | Reduce -5.7% | 72,097 | $6.5M |
| Woodstock Corp. | 0.65% | Reduce -0.8% | 71,781 | $6.4M |
| Gotham Asset Management | 0.08% | Add +44.1% | 71,000 | $6.4M |
| American Trust Investment Advisors, LLC | 3.06% | Reduce -3.0% | 70,396 | $6.3M |
| Nepsis Inc. | 1.70% | Add +2.2% | 70,251 | $6.3M |
| Cibc World Market Inc. | 0.02% | Reduce -51.8% | 69,792 | $6.3M |
| Janus Henderson Group PLC | 0.00% | Add +61.4% | 69,704 | $6.2M |
| Allworth Financial LP | 0.04% | Reduce -0.7% | 63,209 | $6.2M |
| Moors & Cabot, Inc. | 0.33% | Reduce -0.6% | 69,068 | $6.2M |
| Wealthfront Advisers LLC | 0.02% | Reduce -1.5% | 68,368 | $6.1M |
| Crossmark Global Holdings, Inc. | 0.11% | Reduce -72.3% | 66,360 | $5.9M |
| Oliver Luxxe Assets LLC | 1.26% | Reduce -1.4% | 66,299 | $5.9M |
| KBC Group NV | 0.02% | Reduce -7.4% | 65,197 | $5.8M |
| Quantbot Technologies LP | 0.28% | Reduce -0.3% | 64,953 | $5.8M |
| WealthTrust Axiom LLC | 1.89% | Reduce -4.4% | 63,539 | $5.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -2.3% | 62,500 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.2% | 62,451 | $5.6M |
| One Capital Management, LLC | 0.19% | Add +795.5% | 62,231 | $5.6M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +1.4% | 61,635 | $5.5M |
| Amalgamated Bank | 0.05% | Reduce -0.3% | 61,437 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -4.2% | 60,818 | $5.5M |
| Dumont & Blake Investment Advisors LLC | 0.77% | Add +101.2% | 60,808 | $5.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +9.2% | 59,895 | $5.4M |
| Hourglass Capital, LLC | 1.57% | Reduce -2.5% | 58,970 | $5.3M |
| Ethic Inc. | 0.12% | Add +21.3% | 57,912 | $5.2M |
| Pensionfund PDN | 2.74% | No change | 57,500 | $5.2M |
| Edgestream Partners, L.P. | 0.24% | Add +147.8% | 56,679 | $5.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +61.0% | 56,131 | $5.0M |
| Czech National Bank | 0.06% | Add +8.7% | 55,859 | $5.0M |
| Trinity Legacy Partners, LLC | 1.40% | Add +0.6% | 54,870 | $4.9M |
| Forsta Ap-Fonden | 0.04% | Reduce -9.1% | 54,000 | $4.8M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -5.1% | 53,633 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 52,431 | $4.7M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -2.7% | 52,392 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 52,094 | $4.7M |
| ProShare Advisors LLC | 0.01% | Add +6.1% | 51,751 | $4.6M |
| Werlinich Asset Management, LLC | 2.87% | Add +0.1% | 51,747 | $4.6M |
| Federated Hermes, Inc. | 0.01% | Add +1.2% | 50,547 | $4.5M |
| Promethos Capital, LLC | 1.71% | Add +119.2% | 50,342 | $4.5M |
| AQR Capital Management | 0.01% | Add +0.7% | 50,238 | $4.5M |
| Independent Advisor Alliance | 0.15% | Add +1.7% | 49,187 | $4.4M |
| DNB Asset Management AS | 0.02% | Add +8.5% | 48,923 | $4.4M |
| Utah Retirement Systems | 0.05% | Reduce -4.4% | 47,914 | $4.3M |
| Yousif Capital Management, LLC | 0.05% | Reduce -2.5% | 47,574 | $4.3M |
| Uniplan Investment Counsel, Inc. | 0.39% | Reduce -1.8% | 47,385 | $4.2M |
| RB Capital Management, LLC | 1.12% | Add +1.5% | 46,663 | $4.2M |
| Wakefield Asset Management LLLP | 1.46% | Reduce -0.9% | 46,556 | $4.2M |
| Catalyst Capital Advisors LLC | 0.10% | Reduce -0.3% | 46,300 | $4.1M |
| Tredje AP-fonden | 0.04% | Reduce -1.5% | 46,113 | $4.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -87.1% | 46,071 | $4.1M |
| New York Life Investment Management LLC | 0.04% | Add +1.4% | 44,916 | $4.0M |
| Van Eck Associates Corp. | 0.01% | New | 44,887 | $4.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | Reduce -11.0% | 44,370 | $4.0M |
| NewEdge Advisors, LLC | 0.03% | Add +49.7% | 44,040 | $3.9M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -62.0% | 44,009 | $3.9M |
| Holderness Investments Co. | 0.91% | Reduce -1.6% | 43,102 | $3.9M |
| Assetmark, Inc. | 0.01% | Add +21855.6% | 43,033 | $3.9M |
| Twelve Points Wealth Management LLC | 1.36% | Add +6.0% | 43,010 | $3.9M |
| CW Advisors, LLC | 0.06% | New | 43,000 | $3.9M |
| Vectors Research Management, LLC | 1.15% | Add +1.3% | 41,652 | $3.7M |
| Mariner, LLC | 0.01% | Reduce -2.6% | 40,978 | $3.7M |
| UMB Bank, n.a. | 0.06% | Add +4109.2% | 40,913 | $3.7M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.8% | 40,904 | $3.7M |
| Public Sector Pension Investment Board | 0.02% | Add +17.8% | 40,718 | $3.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +15.8% | 40,469 | $3.6M |
| RPg Family Wealth Advisory, LLC | 1.17% | Reduce -2.4% | 39,513 | $3.6M |
| CIBC Asset Management Inc | 0.01% | Reduce -4.6% | 39,709 | $3.6M |
| ING Groep NV | 0.02% | Add +116.6% | 39,445 | $3.5M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.04% | — | 38,184 | $3.4M |
| Siemens Fonds Invest GmbH | 0.25% | No change | 37,996 | $3.4M |
| Cibc World Markets Corp. | 0.02% | Reduce -68.5% | 37,790 | $3.4M |
| Courier Capital LLC | 0.27% | Reduce -2.1% | 37,703 | $3.4M |
| Investment Management Corp of Ontario | 0.09% | Add +698.2% | 37,442 | $3.4M |
| Gillson Capital LP | 0.32% | Reduce -68.6% | 37,200 | $3.3M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.4% | 36,970 | $3.3M |
| Spirit of America Management Corp. | 0.65% | Add +24.1% | 35,750 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.7% | 35,655 | $3.2M |
| APG Asset Management N.V. | 0.01% | Add +186.2% | 37,044 | $3.1M |
| Ranch Capital Advisors Inc. | 1.60% | Reduce -0.9% | 33,940 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.24% | Reduce -0.5% | 33,733 | $3.0M |
| Waverly Advisors, LLC | 0.06% | Add +1.2% | 33,324 | $3.0M |
| Smithfield Trust Co | 0.16% | Reduce -10.2% | 33,253 | $3.0M |
| PGGM Investments | 0.04% | Add +46.6% | 32,794 | $2.9M |
| Terra Nova Asset Management LLC | 2.29% | Add +0.4% | 32,409 | $2.9M |
| Achmea Investment Management B.V. | 0.05% | Reduce -26.5% | 31,486 | $2.8M |
| Wolverine Asset Management LLC | 0.27% | No change | 30,721 | $2.8M |
| Bank of Nova Scotia | 0.01% | Reduce -15.8% | 30,524 | $2.7M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -2.0% | 30,171 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 30,115 | $2.7M |
| Madison Asset Management, LLC | 0.03% | No change | 30,083 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -3.1% | 29,828 | $2.7M |
| Sage Capital Management, LLC | 1.41% | Reduce -6.0% | 29,917 | $2.7M |
| Stock Yards Bank & Trust Co. | 0.09% | Reduce -4.0% | 29,617 | $2.7M |
| Prana Capital Management, LP | 0.12% | Add +21.0% | 29,304 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +1.1% | 29,275 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | — | 33,535 | $2.6M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +7.9% | 28,704 | $2.6M |
| Morse Asset Management, Inc | 0.62% | Reduce -3.4% | 28,115 | $2.5M |
| CoreCap Advisors, LLC | 0.26% | Reduce -2.8% | 28,093 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -13.6% | 27,630 | $2.5M |
| Pensionfund Sabic | 0.73% | Reduce -3.5% | 27,500 | $2.5M |
| Shelton Capital Management | 0.07% | Reduce -74.7% | 27,371 | $2.5M |
| Capital Investment Advisors, LLC | 0.05% | Add +1.0% | 27,031 | $2.4M |
| CoreFirst Bank & Trust | 1.63% | Reduce -1.6% | 27,014 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Add +5.7% | 26,721 | $2.4M |
| Sippican Capital Advisors | 1.89% | No change | 26,687 | $2.4M |
| PFG Investments, LLC | 0.17% | Reduce -8.0% | 26,336 | $2.4M |
| Alberta Investment Management Corp | 0.03% | Add +345.8% | 26,300 | $2.4M |
| Fifth Third Bancorp | 0.01% | Reduce -0.3% | 26,236 | $2.4M |
| Green Alpha Advisors, LLC | 1.88% | Reduce -3.6% | 26,153 | $2.3M |
| Nordea Investment Management AB | 0.00% | Add +6.3% | 26,073 | $2.3M |
| Candriam S.C.A. | 0.01% | Reduce -86.2% | 26,080 | $2.3M |
| Commerce Bank | 0.01% | Add +1.8% | 25,549 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.9% | 25,149 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +0.3% | 24,832 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -3.4% | 24,696 | $2.2M |
| Gables Capital Management Inc. | 1.16% | Add +0.3% | 24,660 | $2.2M |
| Ellsworth Advisors, LLC | 0.61% | Add +2.4% | 24,471 | $2.2M |
| Lee Danner & Bass Inc. | 0.17% | — | 24,425 | $2.2M |
| Ancora Advisors LLC | 0.05% | Reduce -0.6% | 24,314 | $2.2M |
| Horizon Kinetics Asset Management LLC | 0.04% | Reduce -1.6% | 24,100 | $2.2M |
| Obermeyer Wealth Partners | 0.12% | Reduce -4.0% | 24,069 | $2.2M |
| Gulf International Bank (UK) Ltd | 0.05% | No change | 23,892 | $2.1M |
| Norinchukin Bank, The | 0.06% | Reduce -1.3% | 23,715 | $2.1M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -2.8% | 23,553 | $2.1M |
| TFG Advisers LLC | 0.82% | Add +4.5% | 23,532 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -3.3% | 23,246 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -2.7% | 23,186 | $2.1M |
| Atria Investments, Inc | 0.03% | Reduce -1.0% | 23,116 | $2.1M |
| US Bancorp \de | 0.00% | Add +4.2% | 23,060 | $2.1M |
| Venture Visionary Partners LLC | 0.10% | Reduce -32.9% | 23,018 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +11.4% | 22,972 | $2.1M |
| GeoWealth Management, LLC | 0.09% | Add +76.4% | 22,852 | $2.0M |
| Heritage Trust Co | 0.27% | Reduce -1.0% | 22,639 | $2.0M |
| Mizuho Securities USA LLC | 0.04% | New | 22,603 | $2.0M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | No change | 22,500 | $2.0M |
| Cascade Investment Group, Inc. | 1.57% | Reduce -1.8% | 22,495 | $2.0M |
| Corrado Advisors, LLC | 1.30% | Reduce -6.9% | 22,366 | $2.0M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -1.6% | 22,309 | $2.0M |
| Delphi Management Inc. | 1.62% | Reduce -7.8% | 22,237 | $2.0M |
| KCM Investment Advisors LLC | 0.07% | Add +1.1% | 22,158 | $2.0M |
| Maryland State Retirement & Pension System | 0.04% | No change | 22,108 | $2.0M |
| Kentucky Retirement Systems | 0.06% | Reduce -0.4% | 22,089 | $2.0M |
| MSH Capital Advisors LLC | 0.65% | Add +3.5% | 21,749 | $1.9M |
| Fiduciary Trust Co | 0.03% | Add +1.1% | 21,742 | $1.9M |
| F/m Investments LLC | 0.07% | New | 21,260 | $1.9M |
| SpiderRock Advisors, LLC | 0.05% | Reduce -0.7% | 21,352 | $1.9M |
| HighPoint Advisor Group LLC | 0.11% | Add +1.4% | 18,287 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +95.7% | 20,552 | $1.8M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 20,469 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -70.4% | 20,449 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +1.3% | 20,104 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -11.0% | 19,920 | $1.8M |
| MBB Public Markets I LLC | 0.04% | Add +405.1% | 19,917 | $1.8M |
| Eagle Ridge Investment Management | 0.16% | No change | 19,702 | $1.8M |
| Moody National Bank Trust Division | 0.13% | Add +3.4% | 19,329 | $1.7M |
| Naviter Wealth, LLC | 0.26% | Add +3.7% | 19,085 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -68.2% | 19,131 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +14.4% | 18,998 | $1.7M |
| Trust Investment Advisors | 1.08% | Reduce -2.4% | 18,909 | $1.7M |
| Donoghue Forlines LLC | 0.48% | Reduce -6.3% | 18,855 | $1.7M |
| Hartford Investment Management Co. | 0.06% | Reduce -0.5% | 18,854 | $1.7M |
| Highline Wealth Partners LLC | 0.63% | Reduce -1.3% | 18,530 | $1.7M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | New | 18,314 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.2% | 18,288 | $1.6M |
| Fagan Associates, Inc. | 0.29% | Add +3.8% | 18,183 | $1.6M |
| AE Wealth Management LLC | 0.02% | Add +58.0% | 18,006 | $1.6M |
| GC Wealth Management RIA, LLC | 0.31% | Add +28.6% | 17,784 | $1.6M |
| Ossiam | 0.03% | Reduce -5.4% | 17,747 | $1.6M |
| King Luther Capital Management Corp. | 0.01% | Add +3.4% | 17,515 | $1.6M |
| Ieq Capital, LLC | 0.02% | Add +26.5% | 17,450 | $1.6M |
| Zacks Investment Management | 0.02% | Add +12.7% | 17,407 | $1.6M |
| AXA S.A. | 0.00% | Reduce -80.7% | 17,167 | $1.5M |
| Securian Asset Management, Inc. | 0.04% | Reduce -2.4% | 16,789 | $1.5M |
| Symphony Financial, Ltd. Co. | 0.27% | Add +540.7% | 16,441 | $1.5M |
| Claro Advisors Inc. | 0.23% | Reduce -7.8% | 16,614 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.4% | 16,600 | $1.5M |
| Inspire Trust Co, N.A. | 0.49% | Add +50.5% | 16,559 | $1.5M |
| Genesee Capital Advisors, LLC | 0.72% | Reduce -10.4% | 16,283 | $1.5M |
| Creekmur Asset Management LLC | 0.38% | Add +25.1% | 16,230 | $1.5M |
| LMR Partners LLP | 0.04% | New | 16,127 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -4.8% | 15,766 | $1.4M |
| Simplicity Wealth,LLC | 0.03% | Reduce -4.6% | 15,766 | $1.4M |
| Adelante Capital Management LLC | 0.11% | Reduce -11.0% | 15,627 | $1.4M |
| Pathway Financial Advisers, LLC | 0.50% | Reduce -0.1% | 15,566 | $1.4M |
| Truvestments Capital LLC | 0.55% | Reduce -35.0% | 15,377 | $1.4M |
| McKinley Capital Management LLC | 0.24% | Add +12.8% | 15,348 | $1.4M |
| Choreo, LLC | 0.02% | New | 15,134 | $1.4M |
| SVB Wealth LLC | 0.03% | Add +1.4% | 15,139 | $1.4M |
| Beacon Financial Advisory LLC | 0.50% | Add +1.8% | 14,882 | $1.3M |
| Coppell Advisory Solutions LLC | 0.22% | — | 14,866 | $1.3M |
| Roman Butler Fullerton & Co. | 0.43% | Reduce -6.5% | 13,965 | $1.3M |
| Community Bank of Raymore | 1.03% | Reduce -16.1% | 14,815 | $1.3M |
| New Mexico Educational Retirement Board | 0.05% | No change | 14,740 | $1.3M |
| Metis Global Partners, LLC | 0.05% | Reduce -5.5% | 14,720 | $1.3M |
| La Financiere DE L'echiquier | 0.06% | Reduce -57.5% | 14,685 | $1.3M |
| Schroder Investment Management Group | 0.00% | Add +9.4% | 14,597 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +12.2% | 14,558 | $1.3M |
| RFG Advisory, LLC | 0.04% | Reduce -2.8% | 14,511 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +0.3% | 14,223 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +22.8% | 14,106 | $1.3M |
| Reik & Co., LLC | 0.33% | No change | 14,080 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Add +4.8% | 13,942 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +530.4% | 13,920 | $1.2M |
| Royal Fund Management, LLC | 0.17% | Reduce -10.2% | 13,840 | $1.2M |
| MAI Capital Management | 0.01% | Add +14.5% | 13,804 | $1.2M |
| Herbst Group, LLC | 0.74% | No change | 13,500 | $1.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.08% | No change | 13,469 | $1.2M |
| Widmann Financial Services, Inc. | 0.98% | No change | 13,464 | $1.2M |
| Chesley Taft & Associates LLC | 0.06% | Reduce -8.7% | 13,375 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +173.4% | 13,299 | $1.2M |
| Swiss Life Asset Management Ltd | 0.01% | Add +118.3% | 13,266 | $1.2M |
| E. Ohman J:or Asset Management AB | 0.03% | Add +10.9% | 13,253 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -14.9% | 13,215 | $1.2M |
| Tyler-Stone Wealth Management | 0.48% | Reduce -5.4% | 13,100 | $1.2M |
| Empowered Funds, LLC | 0.02% | Reduce -88.8% | 13,068 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Reduce -3.0% | 11,762 | $1.2M |
| Perpetual Ltd | 0.01% | New | 12,980 | $1.2M |
| Engineers Gate Manager LP | 0.03% | Add +45.5% | 12,909 | $1.2M |
| Contravisory Investment Management, Inc. | 0.25% | Reduce -2.0% | 12,834 | $1.2M |
| Kintegral Advisory, LLC | 0.11% | Add +5.7% | 12,676 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +35.4% | 12,470 | $1.1M |
| WealthBridge Capital Management, LLC | 0.37% | Add +0.6% | 12,554 | $1.1M |
| Richard P Slaughter Associates Inc | 0.27% | Reduce -42.5% | 12,546 | $1.1M |
| Rakuten Investment Management, Inc. | 0.01% | Add +58.9% | 12,480 | $1.1M |
| Crescent Grove Advisors, LLC | 0.12% | No change | 12,272 | $1.1M |
| Kessler Investment Group, LLC | 0.60% | New | 12,330 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +4.3% | 12,284 | $1.1M |
| HM Payson & Co. | 0.02% | No change | 12,261 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -4.5% | 12,218 | $1.1M |
| M Holdings Securities, Inc. | 0.14% | New | 12,162 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -45.7% | 12,148 | $1.1M |
| Guardian Asset Advisors, LLC | 0.79% | Reduce -0.1% | 11,931 | $1.1M |
| Delta Capital Management LLC | 0.65% | New | 11,810 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -27.0% | 11,757 | $1.1M |
| Quantinno Capital Management LP | 0.02% | Add +10.8% | 11,730 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Reduce -8.5% | 11,706 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | New | 11,639 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Add +3.9% | 11,574 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Reduce -1.3% | 11,546 | $1.0M |
| One Charles Private Wealth Services, LLC | 0.43% | Add +1.7% | 11,419 | $1.0M |
| American Institute for Advanced Investment Management, LLP | 0.78% | Reduce -1.9% | 11,390 | $1.0M |
| Ingalls & Snyder LLC | 0.04% | Reduce -17.3% | 11,280 | $1.0M |
| Assenagon Asset Management S.A. | 0.00% | Add +3.2% | 11,280 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +0.8% | 11,242 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.55% | No change | 11,215 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +0.1% | 11,158 | $1000K |
| Abbot Financial Management, Inc. | 0.53% | Reduce -1.0% | 11,133 | $998K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.3% | 11,123 | $997K |
| Versor Investments LP | 0.18% | New | 11,100 | $995K |
| Bramshill Investments, LLC | 0.11% | New | 11,028 | $988K |
| Flputnam Investment Management Co. | 0.02% | New | 10,995 | $985K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -4.0% | 10,976 | $984K |
| Brown Advisory Inc. | 0.00% | Add +7.2% | 10,971 | $983K |
| Princeton Capital Management LLC | 0.32% | Reduce -1.3% | 10,942 | $981K |
| Harvest Fund Management Co., Ltd | 0.07% | Add +15.6% | 10,866 | $973K |
| Spire Wealth Management | 0.03% | Reduce -6.4% | 10,750 | $963K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -26.1% | 10,719 | $961K |
| LBP Am SA | 0.04% | New | 10,712 | $960K |
| Wolverine Trading, LLC | 0.02% | Add +58.1% | 10,711 | $960K |
| Independent Financial Group, LLC | 0.04% | Reduce -10.1% | 10,700 | $959K |
| Wellington Shields & Co., LLC | 0.31% | No change | 10,643 | $954K |
| Essex Financial Services, Inc. | 0.07% | Add +46.8% | 8,840 | $949K |
| Measured Wealth Private Client Group, LLC | 0.33% | Reduce -9.4% | 10,521 | $943K |
| Future Financial Wealth Managment LLC | 0.83% | Reduce -47.0% | 10,509 | $942K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +8.4% | 10,435 | $935K |
| Strategic Investment Advisors / MI | 0.11% | Add +16.1% | 10,433 | $935K |
| HUB Investment Partners, LLC | 0.04% | Add +3.0% | 10,404 | $932K |
| Lombard Odier Asset Management (Switzerland) SA | 0.09% | Reduce -20.3% | 10,370 | $929K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -2.2% | 10,366 | $929K |
| Savant Capital, LLC | 0.01% | Reduce -14.5% | 10,365 | $929K |
| United Services Automobile Association | 0.02% | Reduce -6.5% | 10,354 | $928K |
| Montag A & Associates Inc. | 0.05% | Add +7.3% | 10,271 | $927K |
| Plimoth Trust Co. LLC | 0.25% | Reduce -2.4% | 10,328 | $926K |
| Verus Capital Partners, LLC | 0.10% | Reduce -5.5% | 10,277 | $921K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -2.8% | 10,267 | $920K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 10,119 | $907K |
| Aquila Investment Management LLC | 0.84% | No change | 10,000 | $896K |
| Archer Investment Corp | 0.26% | No change | 10,000 | $896K |
| Verition Fund Management LLC | 0.01% | Add +80.1% | 9,877 | $885K |
| NEOS Investment Management LLC | 0.04% | Add +43.5% | 9,861 | $884K |
| Columbia Asset Management | 0.16% | Reduce -22.1% | 9,787 | $877K |
| Mgo One Seven LLC | 0.04% | New | 9,763 | $875K |
| One Wealth Map LLC | 0.54% | No change | 8,697 | $871K |
| Monument Capital Management | 0.26% | Reduce -1.2% | 9,694 | $869K |
| IHT Wealth Management, LLC | 0.03% | Add +3.7% | 9,622 | $862K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -0.2% | 9,525 | $854K |
| Csenge Advisory Group | 0.05% | Add +1.2% | 9,515 | $853K |
| Beacon Investment Advisors LLC | 0.44% | Reduce -2.1% | 9,494 | $851K |
| Founders Financial Alliance, LLC | 0.25% | Reduce -0.5% | 9,467 | $848K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -1.9% | 9,455 | $847K |
| Wambolt & Associates, LLC | 0.25% | Reduce -15.1% | 9,415 | $844K |
| Strait & Sound Wealth Management LLC | 0.43% | Reduce -14.6% | 9,393 | $842K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.7% | 9,328 | $836K |
| TD Waterhouse Canada Inc. | 0.01% | Add +41.9% | 9,263 | $834K |
| Ostrum Asset Management | 0.07% | Reduce -66.3% | 9,286 | $832K |
| Colonial River Investments, LLC | 0.45% | No change | 9,246 | $829K |
| Aspire Private Capital, LLC | 0.21% | Reduce -13.4% | 9,241 | $828K |
| Global Retirement Partners, LLC | 0.03% | Add +9.8% | 9,169 | $822K |
| Lockheed Martin Investment Management Co. | 0.05% | Reduce -37.9% | 9,120 | $817K |
| Ullmann Wealth Partners Group, LLC | 0.12% | Add +0.7% | 9,024 | $809K |
| NewEdge Wealth, LLC | 0.02% | Reduce -0.9% | 8,993 | $806K |
| Qtron Investments LLC | 0.12% | Add +11.7% | 8,985 | $805K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -2.7% | 8,848 | $793K |
| FCG Investment Co | 0.60% | Add +1.6% | 8,837 | $792K |
| Herold Advisors, Inc. | 0.18% | Add +0.0% | 8,755 | $785K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -1.7% | 8,743 | $784K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -16.4% | 8,742 | $783K |
| Heartland Bank & Trust Co | 0.44% | Add +0.8% | 8,681 | $778K |
| Merit Financial Group, LLC | 0.02% | Reduce -0.5% | 8,613 | $772K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -2.6% | 8,529 | $764K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.2% | 8,505 | $762K |
| Atlantic Union Bankshares Corp | 0.05% | No change | 8,421 | $755K |
| Fiduciary Family Office, LLC | 0.29% | Reduce -6.2% | 8,335 | $747K |
| Atwood & Palmer Inc. | 0.06% | No change | 8,250 | $739K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +94.4% | 8,171 | $732K |
| Integrated Advisors Network LLC | 0.04% | Add +9.9% | 8,160 | $731K |
| Mathes Company, Inc. | 0.27% | Reduce -18.1% | 8,150 | $730K |
| GM Advisory Group, LLC | 0.05% | Add +4.3% | 8,069 | $723K |
| Bailard, Inc. | 0.02% | Reduce -12.0% | 8,057 | $722K |
| First Trust Direct Indexing L.P. | 0.04% | Add +31.4% | 8,033 | $720K |
| Outlook Wealth Advisors, LLC | 0.22% | Reduce -1.5% | 8,005 | $717K |
| Squarepoint Ops LLC | 0.00% | Reduce -92.5% | 7,943 | $712K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +12.2% | 7,935 | $711K |
| Arete Wealth Advisors, LLC | 0.06% | New | 7,895 | $708K |
| TBH Global Asset Management, LLC | 0.16% | Add +11.5% | 7,831 | $702K |
| D. E. Shaw & Co. | 0.00% | Reduce -72.4% | 7,808 | $700K |
| Entropy Technologies, LP | 0.07% | New | 7,696 | $690K |
| Cwm, LLC | 0.00% | Add +26.3% | 7,645 | $685K |
| Belpointe Asset Management LLC | 0.05% | Reduce -3.3% | 7,632 | $684K |
| Beverly Hills Private Wealth, LLC | 0.15% | Add +2.4% | 7,569 | $678K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -15.4% | 7,451 | $672K |
| Praxis Investment Management Inc. | 0.05% | No change | 8,670 | $672K |
| NorthRock Partners, LLC | 0.03% | Reduce -7.6% | 7,397 | $668K |
| Realta Investment Advisors | 0.13% | Reduce -8.7% | 7,426 | $666K |
| MADDEN SECURITIES Corp | 0.29% | Reduce -7.2% | 7,375 | $661K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -14.7% | 7,275 | $652K |
| Fiduciary Group, LLC | 0.07% | No change | 7,250 | $650K |
| Greenleaf Trust | 0.01% | Reduce -0.0% | 7,156 | $641K |
| Diversify Advisory Services, LLC | 0.04% | Add +0.1% | 6,851 | $638K |
| Ibex Wealth Advisors | 0.10% | New | 7,111 | $637K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -2.3% | 7,100 | $636K |
| WASHINGTON TRUST Co | 0.02% | Add +3.7% | 7,011 | $628K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.8% | 6,976 | $625K |
| EWG Elevate Inc. | 0.22% | Reduce -90.8% | 6,865 | $615K |
| XTX Topco Ltd | 0.05% | Reduce -54.4% | 6,809 | $610K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.5% | 6,806 | $610K |
| V-Square Quantitative Management LLC | 0.10% | Reduce -13.2% | 6,768 | $607K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.3% | 6,711 | $601K |
| DCM Advisors, LLC | 0.32% | Add +0.2% | 6,696 | $600K |
| HB Wealth Management, LLC | 0.01% | Add +7.6% | 6,635 | $595K |
| Quadcap Wealth Management, LLC | 0.11% | Add +0.1% | 6,615 | $593K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.7% | 6,608 | $592K |
| Raymond James Trust N.A. | 0.01% | Reduce -11.7% | 6,569 | $589K |
| Natixis | 0.00% | Add +1255.3% | 6,546 | $587K |
| Ellevest, Inc. | 0.03% | Add +9.5% | 6,477 | $580K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.7% | 6,467 | $580K |
| Sheets Smith Wealth Management | 0.07% | No change | 6,460 | $579K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +0.8% | 6,394 | $573K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.2% | 6,283 | $563K |
| Estabrook Capital Management | 0.09% | No change | 6,237 | $559K |
| Hilltop Holdings Inc. | 0.06% | Reduce -0.3% | 6,162 | $552K |
| Bessemer Group Inc. | 0.00% | Reduce -4.8% | 6,154 | $551K |
| OneAscent Financial Services LLC | 0.08% | Add +52.8% | 6,016 | $542K |
| Zimmermann Investment Management & Planning LLC | 0.18% | Reduce -4.9% | 6,000 | $538K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.3% | 5,942 | $533K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -8.3% | 5,942 | $533K |
| Essex Bank | 0.14% | Reduce -6.0% | 5,914 | $530K |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.8% | 5,897 | $528K |
| Townsquare Capital LLC | 0.01% | Reduce -8.0% | 5,858 | $525K |
| Tidal Investments LLC | 0.01% | Reduce -68.5% | 5,799 | $520K |
| Kapstone Financial Advisors LLC | 0.34% | No change | 5,788 | $519K |
| Garden State Investment Advisory Services LLC | 0.18% | Reduce -3.0% | 5,662 | $511K |
| Teacher Retirement System of Texas | 0.00% | Reduce -92.0% | 5,693 | $510K |
| Davis R M Inc. | 0.01% | Add +66.3% | 5,686 | $510K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 5,609 | $503K |
| Keybank National Association | 0.00% | Add +7.5% | 5,585 | $501K |
| Inceptionr LLC | 0.14% | Add +39.8% | 5,449 | $488K |
| Orange Investment Advisors, Inc. | 0.06% | New | 7,145 | $486K |
| Ascentis Independent Advisors | 0.10% | — | 5,415 | $485K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.6% | 5,393 | $483K |
| Signaturefd, LLC | 0.01% | Add +1.9% | 5,349 | $479K |
| Sigma Planning Corp | 0.02% | Reduce -19.4% | 5,337 | $478K |
| Augustine Asset Management Inc. | 0.18% | Add +3.1% | 5,314 | $476K |
| Jefferies Financial Group Inc. | 0.01% | Add +19.8% | 5,273 | $473K |
| Coastline Trust Co | 0.06% | No change | 5,244 | $470K |
| Pinnacle Family Advisors, LLC | 0.26% | Reduce -0.2% | 5,214 | $467K |
| Valued Retirements, Inc. | 0.71% | No change | 5,198 | $466K |
| Strategic Wealth Partners, Ltd. | 0.05% | New | 5,170 | $463K |
| Scientech Research LLC | 0.10% | Add +84.6% | 5,162 | $463K |
| Personal Cfo Solutions, LLC | 0.07% | Add +2.1% | 5,116 | $458K |
| Secure Asset Management, LLC | 0.09% | New | 5,035 | $451K |
| NorthStar Asset Management LLC | 0.31% | No change | 5,024 | $450K |
| Performance Wealth Partners, LLC | 0.02% | Add +2.4% | 5,007 | $449K |
| West Wealth Group, LLC | 0.16% | No change | 5,000 | $448K |
| Texas Yale Capital Corp. | 0.02% | No change | 4,925 | $441K |
| Diversified Trust Co. | 0.01% | Reduce -50.3% | 4,898 | $439K |
| Whittier Trust Co. | 0.01% | Add +63.8% | 4,877 | $437K |
| Sculati Wealth Management, LLC | 0.19% | No change | 4,870 | $436K |
| Southland Equity Partners LLC | 0.12% | Add +1.7% | 4,821 | $432K |
| SFG Wealth Management, LLC. | 0.25% | Reduce -4.6% | 4,820 | $432K |
| Financial Management Professionals, Inc. | 0.06% | Add +9.3% | 4,774 | $428K |
| CX Institutional | 0.02% | Reduce -0.3% | 4,744 | $425K |
| Armor Investment Advisors, LLC | 0.20% | Reduce -43.8% | 4,733 | $424K |
| Fayez Sarofim & Co | 0.00% | Reduce -13.8% | 4,717 | $423K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -0.0% | 4,704 | $422K |
| High Net Worth Advisory Group LLC | 0.13% | No change | 4,692 | $420K |
| Profund Advisors LLC | 0.02% | Add +3.1% | 4,686 | $420K |
| CPC Advisors, LLC | 0.07% | Add +45.2% | 4,663 | $418K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -4.5% | 4,645 | $416K |
| Goldstone Financial Group, LLC | 0.08% | Reduce -0.4% | 4,636 | $415K |
| Foster & Motley Inc. | 0.03% | Reduce -10.4% | 4,617 | $414K |
| Ballentine Partners, LLC | 0.01% | Add +13.2% | 4,614 | $414K |
| Sachetta, LLC | 0.18% | Add +0.7% | 4,022 | $407K |
| Horizon Investments, LLC | 0.01% | Add +0.2% | 4,538 | $407K |
| Welch Group, LLC | 0.02% | No change | 4,531 | $406K |
| Scotia Capital Inc. | 0.00% | Reduce -1.9% | 4,521 | $405K |
| Wulff, Hansen & Co. | 0.40% | No change | 4,520 | $405K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -18.3% | 4,336 | $404K |
| L.M. Kohn & Company | 0.11% | Add +0.5% | 4,487 | $402K |
| AlphaStar Capital Management, LLC | 0.04% | Add +21.8% | 4,472 | $401K |
| LifePro Asset Management | 0.29% | No change | 4,455 | $399K |
| Griffin Asset Management, Inc. | 0.05% | Add +0.8% | 4,441 | $398K |
| Tradewinds, LLC. | 0.12% | No change | 4,415 | $396K |
| Edmp, Inc. | 0.36% | No change | 4,387 | $393K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 4,367 | $391K |
| Crown Wealth Group, LLC | 0.20% | Reduce -4.0% | 4,361 | $391K |
| Stephens Inc. | 0.01% | Add +14.1% | 4,357 | $390K |
| Avior Wealth Management, LLC | 0.02% | Reduce -4.0% | 4,356 | $390K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -3.3% | 4,335 | $389K |
| Cynosure Group, LLC | 0.06% | Add +13.7% | 4,334 | $388K |
| Richard W. Paul & Associates, LLC | 0.15% | Reduce -1.9% | 4,330 | $388K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 4,304 | $386K |
| Intrua Financial, LLC | 0.06% | Reduce -13.6% | 4,303 | $386K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +2.8% | 4,241 | $380K |
| Nomura Holdings Inc. | 0.00% | New | 4,240 | $380K |
| NCP Inc. | 0.24% | Add +0.6% | 4,238 | $380K |
| Howland Capital Management LLC | 0.02% | Add +4.7% | 4,206 | $380K |
| Trustmark Bank Trust Department | 0.03% | New | 4,225 | $379K |
| Summit Financial, LLC | 0.02% | Add +28.1% | 4,187 | $378K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -2.5% | 4,209 | $377K |
| Curi Capital, LLC | 0.01% | Add +0.3% | 4,205 | $377K |
| Westpac Banking Corp. | 0.03% | Add +30.8% | 4,205 | $377K |
| Raleigh Capital Management Inc. | 0.16% | Add +0.6% | 4,196 | $376K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Reduce -23.0% | 4,180 | $375K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.4% | 4,178 | $374K |
| Bogart Wealth, LLC | 0.02% | Add +0.5% | 4,158 | $373K |
| Kavar Capital Partners Group, LLC | 0.07% | No change | 4,150 | $372K |
| RMR Wealth Builders | 0.04% | Reduce -11.6% | 4,144 | $371K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -13.2% | 4,118 | $369K |
| True Vision MN LLC | 0.24% | New | 4,061 | $367K |
| Disciplined Equity Management, Inc. | 0.24% | No change | 4,085 | $366K |
| Cetera Trust Company, N.A | 0.23% | No change | 4,050 | $363K |
| Hartford Funds Management Co LLC | 0.03% | New | 4,044 | $362K |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.3% | 4,044 | $362K |
| Caprock Group, LLC | 0.01% | Add +21.0% | 3,998 | $361K |
| Citizens Business Bank | 0.08% | No change | 4,000 | $358K |
| Dorsey Wright & Associates | 0.09% | Reduce -20.1% | 3,968 | $356K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.1% | 3,945 | $354K |
| Core Wealth Partners LLC | 0.24% | Add +0.3% | 3,905 | $350K |
| Park National Corp. | 0.01% | No change | 3,905 | $350K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +1.9% | 3,884 | $348K |
| Compound Planning, Inc. | 0.03% | Add +39.1% | 3,880 | $348K |
| Onyx Bridge Wealth Group LLC | 0.06% | No change | 3,878 | $348K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Reduce -0.1% | 3,860 | $345K |
| Aire Advisors, LLC | 0.08% | Add +0.8% | 3,848 | $345K |
| Huntington National Bank | 0.00% | Add +2.6% | 3,848 | $345K |
| Sienna Gestion | 0.03% | Add +12.5% | 3,844 | $344K |
| Walker Asset Management, LLC | 0.23% | Add +0.8% | 3,821 | $342K |
| Ledgewood Wealth Advisors, LLC | 0.29% | No change | 3,806 | $341K |
| Nexpoint Asset Management, L.P. | 0.05% | No change | 3,800 | $341K |
| Somerset Trust Co | 0.14% | Add +13.6% | 3,742 | $335K |
| Strategic Blueprint, LLC | 0.02% | Reduce -1.4% | 3,733 | $335K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,287 | $333K |
| E&G Advisors, LLC | 0.10% | No change | 3,700 | $332K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -7.9% | 3,671 | $329K |
| OneAscent Wealth Management LLC | 0.17% | New | 3,589 | $323K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.3% | 3,599 | $323K |
| Mather Group, Llc. | 0.00% | Add +68.5% | 4,014 | $322K |
| Lebenthal Global Advisors, LLC | 0.07% | Reduce -2.1% | 3,556 | $319K |
| Philadelphia Trust Co. | 0.02% | No change | 3,500 | $314K |
| Robinson Smith Wealth Advisors LLC | 0.28% | No change | 3,500 | $314K |
| Buckingham Capital Management, Inc. | 0.04% | No change | 3,483 | $312K |
| Lokken Investment Group LLC | 0.15% | No change | 3,474 | $311K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -3.6% | 3,441 | $308K |
| International Assets Investment Management, LLC | 0.03% | Add +1.0% | 3,437 | $308K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 3,399 | $305K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 3,389 | $304K |
| Cresset Asset Management, LLC | 0.00% | Add +10.3% | 3,388 | $304K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 3,350 | $300K |
| Advisors Management Group Inc. | 0.07% | Reduce -6.8% | 3,309 | $297K |
| Geller Advisors LLC | 0.02% | Add +2.5% | 3,277 | $296K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 3,297 | $295K |
| Meeder Advisory Services, Inc. | 0.02% | Add +22.9% | 3,295 | $295K |
| Two Sigma Securities, LLC | 0.01% | Add +0.8% | 3,269 | $293K |
| Aspen Investment Management Inc | 0.15% | Add +4.8% | 3,260 | $292K |
| Keystone Wealth Services, LLC | 0.09% | No change | 3,258 | $292K |
| Cypress Capital Group | 0.03% | No change | 3,235 | $290K |
| Parallel Advisors, LLC | 0.01% | Add +8.2% | 3,217 | $288K |
| Infrastructure Capital Advisors, LLC | 0.05% | Reduce -1.2% | 3,212 | $288K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -25.6% | 3,206 | $287K |
| Apriem Advisors | 0.04% | No change | 3,200 | $287K |
| Private Trust Co. NA | 0.03% | No change | 3,158 | $283K |
| Vident Advisory, LLC | 0.01% | Add +19.9% | 3,153 | $283K |
| Empower Advisory Group, LLC | 0.00% | Reduce -14.6% | 3,153 | $283K |
| Sovereign Financial Group, Inc. | 0.07% | No change | 3,142 | $282K |
| IFP Advisors, Inc | 0.01% | Add +5.8% | 3,117 | $279K |
| American Investment Services, Inc. | 0.05% | New | 3,103 | $278K |
| Boston Financial Mangement LLC | 0.01% | No change | 3,100 | $278K |
| Composition Wealth, LLC | 0.01% | Reduce -0.8% | 3,086 | $277K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.9% | 3,085 | $276K |
| Fox Run Management, L.L.C. | 0.05% | New | 3,072 | $275K |
| Cigna Investments Inc. | 0.05% | Reduce -1.7% | 3,043 | $273K |
| Clean Yield Group | 0.10% | No change | 3,000 | $269K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 2,980 | $267K |
| GAMMA Investing LLC | 0.04% | Add +65.0% | 2,979 | $267K |
| First Dallas Securities Inc. | 0.12% | Reduce -44.4% | 2,975 | $267K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,966 | $266K |
| Jump Financial, LLC | 0.01% | Reduce -91.9% | 2,955 | $265K |
| IMA Advisory Services, Inc. | 0.12% | No change | 2,954 | $265K |
| Destination Wealth Management | 0.01% | No change | 2,946 | $264K |
| Capital City Trust Co. | 0.07% | No change | 2,940 | $263K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.2% | 2,938 | $263K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,928 | $262K |
| Cooper Financial Group | 0.04% | Add +0.1% | 2,926 | $262K |
| Charter Oak Capital Management, LLC | 0.03% | New | 2,915 | $261K |
| Channel Wealth LLC | 0.09% | Reduce -3.3% | 2,900 | $260K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Reduce -7.5% | 2,889 | $259K |
| Evergreen Capital Management LLC | 0.01% | Add +0.0% | 2,867 | $259K |
| Aberdeen Wealth Management LLC | 0.17% | No change | 2,877 | $258K |
| Keystone Financial Group | 0.09% | New | 2,851 | $255K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -4.9% | 2,445 | $255K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -1.3% | 2,826 | $253K |
| Kovack Advisors, Inc. | 0.03% | New | 2,824 | $253K |
| Wedmont Private Capital | 0.02% | New | 2,604 | $250K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 2,760 | $247K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.1% | 2,754 | $247K |
| Triasima Portfolio Management inc. | 0.02% | Reduce -6.8% | 2,750 | $246K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -3.5% | 2,750 | $246K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.8% | 2,749 | $246K |
| Naples Global Advisors, LLC | 0.02% | Reduce -1.8% | 2,700 | $244K |
| Machina Capital S.A.S. | 0.11% | Reduce -69.2% | 2,714 | $243K |
| Seelaus Asset Management LLC | 0.25% | No change | 2,700 | $242K |
| Investment House LLC | 0.01% | No change | 2,700 | $242K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -21.3% | 2,700 | $242K |
| Allen Investment Management, LLC | 0.00% | No change | 2,696 | $242K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -12.4% | 2,673 | $239K |
| Arkadios Wealth Advisors | 0.02% | New | 2,654 | $238K |
| Ignite Planners, LLC | 0.06% | Reduce -7.3% | 2,573 | $236K |
| Financial Advocates Investment Management | 0.01% | Add +0.3% | 2,623 | $235K |
| Seed Wealth Management, Inc. | 0.20% | No change | 2,620 | $235K |
| Premier Path Wealth Partners, LLC | 0.04% | New | 2,609 | $234K |
| Segment Wealth Management, LLC | 0.02% | No change | 2,600 | $233K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Reduce -0.5% | 2,582 | $232K |
| Saxony Capital Management, LLC | 0.25% | Reduce -1.3% | 2,576 | $231K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.5% | 2,540 | $228K |
| 1858 Wealth Management, LLC | 0.19% | New | 2,532 | $227K |
| Prospera Financial Services Inc | 0.01% | New | 2,523 | $226K |
| Fidelis Capital Partners, LLC | 0.03% | New | 2,114 | $223K |
| Fielder Capital Group LLC | 0.08% | New | 2,422 | $217K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -4.5% | 2,404 | $215K |
| Bristlecone Advisors, LLC | 0.02% | New | 2,404 | $215K |
| Maia Wealth LLC | 0.06% | — | 2,202 | $215K |
| Girard Partners LTD. | 0.02% | New | 2,389 | $214K |
| FDx Advisors, Inc. | 0.06% | Reduce -20.6% | 2,393 | $214K |
| Mission Wealth Management, LP | 0.01% | New | 2,371 | $212K |
| Clarius Group, LLC | 0.01% | Reduce -8.3% | 2,340 | $210K |
| Dakota Wealth Management | 0.00% | Reduce -6.7% | 2,337 | $209K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,325 | $208K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 2,307 | $207K |
| Carnegie Investment Counsel | 0.01% | New | 2,305 | $207K |
| Pegasus Asset Management, Inc. | 0.06% | Reduce -80.0% | 2,300 | $206K |
| Community Bank & Trust, Waco, Texas | 0.05% | Reduce -30.3% | 2,300 | $206K |
| Good Life Advisors, LLC | 0.02% | New | 2,294 | $206K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 2,288 | $205K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 2,255 | $202K |
| Hodges Capital Management Inc. | 0.01% | Reduce -76.9% | 2,250 | $202K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | New | 2,249 | $202K |
| Stevens Capital Management LP | 0.07% | New | 2,245 | $201K |
| Brooklyn Investment Group | 0.09% | No change | 2,525 | $201K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 2,234 | $200K |
| Nvwm, LLC | 0.05% | Add +0.2% | 2,156 | $195K |
| Lazard Asset Management LLC | 0.00% | Reduce -98.7% | 2,124 | $190K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -13.5% | 2,075 | $186K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.8% | 2,017 | $181K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 2,008 | $180K |
| Financial Perspectives, Inc | 0.07% | No change | 2,000 | $179K |
| Deseret Mutual Benefit Administrators | 0.08% | Reduce -0.9% | 1,977 | $177K |
| Monetary Management Group Inc. | 0.04% | No change | 1,800 | $161K |
| Addison Advisors LLC | 0.05% | Reduce -7.7% | 1,791 | $160K |
| NFSG Corp | 0.06% | Add +149.1% | 1,746 | $156K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -34.3% | 1,697 | $152K |
| M&R Capital Management Inc. | 0.04% | Reduce -0.1% | 1,689 | $151K |
| Ninepoint Partners LP | 0.02% | No change | 1,674 | $150K |
| Plato Investment Management Ltd | 0.01% | No change | 1,661 | $149K |
| CENTRAL TRUST Co | 0.00% | Reduce -24.5% | 1,647 | $148K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -65.2% | 1,631 | $146K |
| Tower View Wealth Management LLC | 0.08% | Add +0.9% | 1,621 | $145K |
| Security National Bank | 0.02% | No change | 1,619 | $145K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,619 | $145K |
| ORG Partners LLC | 0.02% | New | 1,609 | $144K |
| SJS Investment Consulting Inc. | 0.03% | No change | 1,600 | $143K |
| First Financial Corp. | 0.07% | No change | 1,500 | $134K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +36.6% | 1,303 | $134K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.0% | 1,473 | $132K |
| Fortitude Family Office, LLC | 0.07% | No change | 1,473 | $132K |
| CI Investments Inc. | 0.00% | Reduce -50.3% | 1,390 | $125K |
| Penserra Capital Management LLC | 0.00% | Reduce -70.5% | 1,375 | $123K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,350 | $121K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.8% | 1,347 | $121K |
| Silvant Capital Management LLC | 0.01% | No change | 1,292 | $117K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -2.9% | 1,283 | $115K |
| Sentry Investment Management LLC | 0.05% | Reduce -17.0% | 1,268 | $114K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -38.6% | 1,264 | $113K |
| HHM Wealth Advisors, LLC | 0.02% | Add +586.4% | 1,263 | $113K |
| Redwood Wealth Management Group, LLC | 0.08% | New | 1,245 | $112K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +24.0% | 1,240 | $111K |
| Peoples Bank | 0.09% | No change | 1,235 | $111K |
| Eagle Bay Advisors LLC | 0.06% | Reduce -32.1% | 1,149 | $104K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +3.0% | 1,144 | $103K |
| Pittenger & Anderson Inc. | 0.00% | New | 1,125 | $101K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,100 | $99K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,064 | $95K |
| Sittner & Nelson, LLC | 0.05% | No change | 1,026 | $92K |
| Avion Wealth | 0.03% | Reduce -4.2% | 1,026 | $91K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,000 | $90K |
| Hexagon Capital Partners LLC | 0.02% | No change | 1,000 | $90K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 956 | $86K |
| Clearstead Advisors, LLC | 0.00% | Add +13.3% | 952 | $85K |
| Rothschild Investment LLC | 0.01% | Add +4.5% | 935 | $84K |
| Sandy Spring Bank | 0.00% | Add +0.8% | 931 | $83K |
| Sound Income Strategies, LLC | 0.01% | No change | 919 | $82K |
| Lindbrook Capital, LLC | 0.01% | Add +16.9% | 907 | $81K |
| Independence Bank of Kentucky | 0.02% | No change | 905 | $81K |
| Private Ocean, LLC | 0.01% | No change | 900 | $81K |
| Bay Harbor Wealth Management, LLC | 0.03% | Reduce -12.8% | 890 | $80K |
| EdgeRock Capital LLC | 0.06% | New | 891 | $80K |
| Halpern Financial, Inc. | 0.02% | Reduce -29.0% | 861 | $77K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.7% | 863 | $77K |
| Muzinich & Co., Inc. | 0.06% | Add +41.6% | 831 | $74K |
| Lynx Investment Advisory | 0.05% | — | 824 | $74K |
| Cromwell Holdings LLC | 0.04% | — | 811 | $73K |
| Bank of New Hampshire | 0.02% | No change | 795 | $71K |
| Valley National Advisers Inc. | 0.01% | Reduce -2.0% | 795 | $71K |
| Blue Trust, Inc. | 0.00% | Add +16.5% | 882 | $71K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | New | 785 | $70K |
| Sawyer & Company, Inc | 0.03% | No change | 775 | $69K |
| Optimum Investment Advisors | 0.03% | No change | 750 | $67K |
| Abound Wealth Management | 0.02% | Reduce -1.6% | 747 | $67K |
| True Wealth Design, LLC | 0.02% | Add +0.8% | 714 | $64K |
| Global X Japan Co., Ltd. | 0.01% | New | 701 | $63K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 700 | $63K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -15.9% | 694 | $62K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.4% | 678 | $61K |
| Jones Financial Companies LLLP | 0.00% | New | 631 | $57K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -2.5% | 626 | $56K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +5.1% | 615 | $55K |
| AlphaMark Advisors, LLC | 0.02% | Add +0.5% | 611 | $55K |
| Caitlin John, LLC | 0.04% | Add +0.8% | 598 | $54K |
| MeadowBrook Investment Advisors LLC | 0.05% | Reduce -72.8% | 585 | $52K |
| Financial Avengers, Inc. | 0.03% | Add +0.7% | 584 | $52K |
| North Star Investment Management Corp. | 0.00% | No change | 570 | $51K |
| Webster Bank, N. A. | 0.01% | No change | 557 | $50K |
| Compass Wealth Management LLC | 0.01% | No change | 525 | $47K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.8% | 521 | $47K |
| Transcendent Capital Group LLC | 0.03% | No change | 510 | $46K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 500 | $45K |
| Orion Capital Management LLC | 0.02% | Reduce -61.5% | 500 | $45K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 500 | $45K |
| Heritage Wealth Advisors | 0.00% | No change | 500 | $45K |
| Family Firm, Inc. | 0.01% | New | 499 | $45K |
| Continuum Advisory, LLC | 0.01% | No change | 482 | $43K |
| Hanson & Doremus Investment Management | 0.01% | No change | 475 | $43K |
| AllSquare Wealth Management LLC | 0.03% | Reduce -15.9% | 470 | $42K |
| CVA Family Office, LLC | 0.01% | Add +2.9% | 468 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 440 | $40K |
| Larson Financial Group LLC | 0.00% | Reduce -45.2% | 429 | $38K |
| AdvisorNet Financial, Inc | 0.00% | No change | 416 | $37K |
| Canton Hathaway, LLC | 0.01% | No change | 400 | $36K |
| Barrett & Company, Inc. | 0.02% | No change | 400 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 400 | $36K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 355 | $35K |
| Main Street Group, LTD | 0.02% | Reduce -34.6% | 373 | $33K |
| GW&K Investment Management, LLC | 0.00% | Add +4.2% | 372 | $33K |
| Piscataqua Savings Bank | 0.03% | No change | 353 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 329 | $29K |
| Godsey & Gibb, Inc. | 0.00% | New | 325 | $29K |
| WR Wealth Planners, LLC | 0.01% | No change | 305 | $27K |
| Dunhill Financial, LLC | 0.02% | Add +0.3% | 301 | $27K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $27K |
| IAG Wealth Partners, LLC | 0.01% | No change | 295 | $26K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 284 | $25K |
| Covestor Ltd | 0.02% | Reduce -2.1% | 279 | $25K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 273 | $25K |
| Quarry LP | 0.01% | Reduce -31.3% | 266 | $24K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 261 | $24K |
| Naples Money Management LLC | 0.02% | No change | 254 | $23K |
| Zions Bancorporation, N.A. | 0.00% | Add +9.6% | 251 | $22K |
| PFS Partners, LLC | 0.01% | Reduce -40.3% | 250 | $22K |
| Towne Trust Company, N.A | 0.01% | No change | 250 | $22K |
| Beacon Capital Management, LLC | 0.00% | Reduce -69.5% | 250 | $22K |
| Venturi Wealth Management, LLC | 0.00% | Add +1560.0% | 249 | $22K |
| Arax Advisory Partners | 0.00% | Add +42.6% | 241 | $22K |
| Quent Capital, LLC | 0.00% | No change | 240 | $22K |
| Opal Wealth Advisors, LLC | 0.01% | New | 236 | $21K |
| Elequin Capital, LP | 0.01% | New | 211 | $19K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 205 | $18K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 198 | $18K |
| Tucker Asset Management LLC | 0.00% | No change | 180 | $16K |
| Coston, McIsaac & Partners | 0.01% | Add +0.6% | 182 | $16K |
| Chesapeake Asset Management LLC | 0.01% | No change | 170 | $15K |
| Kozak & Associates, Inc. | 0.00% | No change | 165 | $15K |
| Great Lakes Retirement, Inc. | 0.00% | New | 162 | $15K |
| Meeder Asset Management Inc. | 0.00% | New | 155 | $14K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 143 | $13K |
| Park Place Capital Corp | 0.00% | No change | 141 | $13K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -93.1% | 135 | $12K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -96.3% | 134 | $12K |
| Gradient Investments LLC | 0.00% | New | 131 | $12K |
| Wetzel Investment Advisors, Inc. | 0.01% | New | 143 | $11K |
| Bell Investment Advisors, Inc | 0.00% | No change | 126 | $11K |
| Tidemark, LLC | 0.01% | Reduce -18.8% | 125 | $11K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 123 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $10K |
| LRI Investments, LLC | 0.00% | No change | 106 | $10K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 100 | $9K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 100 | $9K |
| MV Capital Management, Inc. | 0.00% | Add +5.3% | 100 | $9K |
| Red Tortoise LLC | 0.00% | No change | 94 | $8K |
| Hoese & Co LLP | 0.01% | No change | 100 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 87 | $8K |
| Anfield Capital Management, LLC | 0.00% | New | 88 | $8K |
| RFP Financial Group LLC | 0.00% | No change | 84 | $8K |
| Manchester Capital Management LLC | 0.00% | Add +18.2% | 78 | $7K |
| Planning Capital Management Corp | 0.00% | No change | 72 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -46.7% | 72 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 60 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 41 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 39 | $3K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 36 | $3K |
| Kelly Financial Services LLC | 0.00% | No change | 36 | $3K |
| Pineridge Advisors LLC | 0.00% | Reduce -16.2% | 31 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 27 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 26 | $2K |
| Strategic Financial Concepts, LLC | 0.00% | New | 233,251 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 25 | $2K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 25 | $2K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -92.7% | 26 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 16 | $2K |
| Unique Wealth Strategies, LLC | 0.00% | New | 18 | $1K |
| Aspect Partners, LLC | 0.00% | Add +18.2% | 13 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 15 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -26.7% | 11 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 11 | $986 |
| Balefire, LLC | 0.00% | New | 10 | $896 |
| TFC Financial Management, Inc. | 0.00% | Reduce -14.3% | 6 | $538 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $449 |
| Tortoise Investment Management, LLC | 0.00% | No change | 5 | $448 |
| MCF Advisors LLC | 0.00% | No change | 4 | $362 |
| Abich Financial Wealth Management LLC | 0.00% | New | 4 | $358 |
| Chris Bulman Inc | 0.00% | — | 4 | $358 |
| PFG Private Wealth Management, LLC | 0.00% | No change | 3 | $274 |
| Bokf, NA | 0.00% | Reduce -85.7% | 3 | $269 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 2 | $179 |
| Key Financial Inc | 0.00% | No change | 1 | $90 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.