Iron MountainIRM
13F holders, Q3 2024 (September 30)1,052holders +87
148new positions
65sold out
7famous investors
$118.85avg. 13F price*
At the end of Q3 2024, 1,052 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings, up 87 from Q2 2024. 148 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock, Inc. ($3.7B) and Cohen & Steers, Inc. ($2.1B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q3 2024)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 148 | $275.9M |
| Exits | 65 | $35.7M |
All 13F filers, Q2 2024 → Q3 2024: 12,577,733 shares bought and 21,941,664 shares sold, net −9,363,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,052 holders
| Vanguard Group Inc. | 0.10% | Reduce -0.1% | 46,603,838 | $5.5B |
| BlackRock, Inc. | 0.08% | — | 31,309,637 | $3.7B |
| Cohen & Steers, Inc. | 3.75% | Reduce -23.1% | 17,726,012 | $2.1B |
| State Street Corp. | 0.08% | Reduce -5.4% | 16,567,777 | $2.0B |
| Geode Capital Management, LLC | 0.08% | Add +1.6% | 8,257,965 | $978.5M |
| Dimensional Fund Advisors LP | 0.12% | Reduce -1.9% | 4,204,166 | $499.6M |
| Capital World Investors | 0.08% | Reduce 0.0% | 4,115,969 | $489.1M |
| Morgan Stanley | 0.03% | Reduce -0.4% | 3,640,914 | $432.6M |
| Legal & General Group Plc | 0.11% | Add +1.6% | 3,509,980 | $417.1M |
| Deutsche Bank AG | 0.17% | Reduce -11.4% | 3,477,450 | $413.2M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +4.4% | 3,386,315 | $402.4M |
| Norges Bank | 0.05% | Add +1.3% | 3,279,993 | $389.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Add +537.0% | 3,170,550 | $376.8M |
| Daiwa Securities Group Inc. | 1.73% | Reduce -30.8% | 3,126,559 | $371.5M |
| Northern Trust Corp. | 0.05% | Reduce -6.6% | 2,771,730 | $329.4M |
| Wellington Management Group LLP | 0.05% | Reduce -29.2% | 2,393,628 | $284.4M |
| Pictet Asset Management Holding SA | 0.30% | Reduce -14.2% | 2,326,860 | $276.4M |
| Agf Management Ltd. | 1.35% | Reduce -0.9% | 2,224,856 | $264.4M |
| JPMorgan Chase & Co. | 0.02% | Add +2.4% | 2,185,870 | $259.7M |
| Invesco Ltd. | 0.05% | Reduce -6.1% | 2,119,037 | $251.8M |
| Russell Investments Group, Ltd. | 0.36% | Reduce -4.3% | 2,084,580 | $247.3M |
| Bank of New York Mellon Corp | 0.05% | Reduce -2.3% | 2,078,400 | $247.0M |
| Nuveen Asset Management, LLC | 0.06% | Add +9.1% | 1,833,946 | $218.4M |
| Centersquare Investment Management LLC | 1.95% | Reduce -27.5% | 1,747,219 | $207.6M |
| Ameriprise Financial Inc. | 0.05% | Add +20.3% | 1,695,898 | $204.3M |
| Amundi | 0.07% | Reduce -27.9% | 1,623,697 | $193.0M |
| Prudential Financial Inc. | 0.27% | Reduce -23.5% | 1,608,149 | $191.1M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -19.1% | 1,307,203 | $155.3M |
| Epoch Investment Partners, Inc. | 0.68% | Reduce -19.7% | 1,268,923 | $150.8M |
| Bank of America Corp. | 0.01% | Reduce -4.0% | 1,260,728 | $149.8M |
| Duff & Phelps Investment Management Co. | 1.69% | Reduce -4.5% | 1,240,606 | $147.4M |
| DekaBank Deutsche Girozentrale | 0.24% | Reduce -5.1% | 1,122,500 | $131.6M |
| PGGM Investments | 1.65% | Add +3204.4% | 1,083,653 | $128.8M |
| Canada Pension Plan Investment Board | 0.12% | Add +46.1% | 1,069,110 | $127.0M |
| UBS Group AG | 0.04% | Add +63.7% | 1,061,134 | $126.1M |
| CIBC Private Wealth Group LLC | 0.22% | Reduce -2.3% | 1,024,943 | $121.8M |
| Captrust Financial Advisors | 0.34% | Add +5.2% | 951,552 | $113.1M |
| Sei Investments Co. | 0.14% | Reduce -18.6% | 916,623 | $108.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -0.4% | 900,563 | $107.0M |
| Swiss National Bank | 0.07% | Add +0.3% | 869,961 | $103.4M |
| TD Asset Management Inc | 0.09% | Add +219.2% | 866,124 | $101.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +29.6% | 820,134 | $97.5M |
| American Century Companies Inc. | 0.06% | Reduce -3.0% | 803,674 | $95.5M |
| Wells Fargo & Company | 0.02% | Add +2.1% | 700,037 | $83.2M |
| HSBC Holdings PLC | 0.05% | Reduce -1.2% | 697,488 | $82.8M |
| Welch & Forbes LLC | 1.04% | Reduce -3.4% | 687,469 | $81.7M |
| Rhumbline Advisers | 0.07% | Reduce -0.4% | 669,476 | $79.6M |
| Neuberger Berman Group LLC | 0.06% | Reduce -0.0% | 652,616 | $77.6M |
| Bank of Montreal | 0.04% | Add +3.0% | 638,985 | $74.6M |
| Aberdeen Group plc | 0.14% | Add +88.2% | 626,280 | $73.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.08% | Add +6.0% | 611,874 | $72.7M |
| FMR LLC | 0.00% | Reduce -81.4% | 611,049 | $72.6M |
| Heitman Real Estate Securities LLC | 3.95% | Reduce -20.3% | 610,200 | $72.5M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.9% | 609,232 | $72.4M |
| Barclays PLC | 0.03% | Reduce -7.2% | 591,302 | $70.3M |
| LPL Financial LLC | 0.03% | Add +17.8% | 590,630 | $70.2M |
| Rockefeller Capital Management L.P. | 0.19% | Reduce -23.9% | 580,819 | $69.0M |
| Asset Management One Co., Ltd. | 0.24% | Add +0.6% | 570,237 | $67.8M |
| Acadian Asset Management LLC | 0.21% | Add +565.6% | 560,640 | $66.6M |
| California Public Employees Retirement System | 0.04% | Reduce -1.6% | 523,387 | $62.2M |
| BNP Paribas Financial Markets | 0.06% | Add +108.2% | 519,264 | $61.7M |
| Royal Bank of Canada | 0.01% | Add +46.0% | 493,303 | $58.6M |
| APG Asset Management US Inc. | 0.38% | Add +20.0% | 480,000 | $56.8M |
| Border to Coast Pensions Partnership Ltd | 1.15% | Reduce -15.9% | 475,000 | $56.3M |
| California State Teachers Retirement System | 0.07% | Reduce -1.1% | 470,341 | $55.9M |
| Cookson Peirce & Co. Inc. | 2.56% | Reduce -0.5% | 459,515 | $54.6M |
| National Pension Service | 0.05% | Add +15.4% | 459,478 | $54.6M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +1.6% | 456,295 | $54.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -9.3% | 455,603 | $54.1M |
| Aviva PLC | 0.14% | Reduce -3.9% | 437,599 | $52.0M |
| Aew Capital Management L P | 2.23% | Reduce -25.9% | 436,397 | $51.9M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +3.5% | 420,257 | $50.0M |
| Adelante Capital Management LLC | 3.05% | Add +2441.9% | 397,223 | $47.2M |
| Principal Financial Group Inc. | 0.02% | Add +3.4% | 352,451 | $41.9M |
| Marble Harbor Investment Counsel, LLC | 4.55% | Reduce -20.3% | 350,001 | $41.6M |
| Raymond James & Associates | 0.03% | Reduce -1.5% | 348,747 | $41.4M |
| Eventide Asset Management, LLC | 0.70% | Add +14.7% | 343,836 | $40.9M |
| Blair William & Co. | 0.12% | Reduce -4.1% | 333,944 | $39.7M |
| Adell Harriman & Carpenter Inc. | 2.84% | Reduce -1.3% | 328,370 | $39.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | Reduce -6.0% | 309,293 | $36.8M |
| KBC Group NV | 0.11% | Add +368.4% | 305,392 | $36.3M |
| State Board of Administration of Florida Retirement System | 0.07% | Reduce -6.0% | 290,306 | $34.5M |
| Macquarie Group Ltd. | 0.04% | Reduce -5.2% | 285,069 | $33.9M |
| Stifel Financial Corp. | 0.03% | Reduce -27.6% | 279,961 | $33.3M |
| Twin Tree Management, LP | 0.76% | New | 274,438 | $32.6M |
| Citigroup Inc. | 0.03% | Add +8.4% | 268,389 | $31.9M |
| New York State Teachers Retirement System | 0.06% | Reduce -2.6% | 261,188 | $31.0M |
| First Trust Advisors LP | 0.03% | Add +20.7% | 250,856 | $29.8M |
| Waterfront Capital Partners, LLC | 5.25% | Reduce -45.0% | 240,592 | $28.6M |
| Retirement Systems of Alabama | 0.10% | Reduce -0.5% | 233,044 | $27.7M |
| Andra AP-fonden | 0.41% | Reduce -0.2% | 231,900 | $27.6M |
| Swedbank AB | 0.03% | Reduce -0.5% | 228,052 | $27.1M |
| Ensign Peak Advisors, Inc | 0.05% | Add +0.3% | 224,441 | $26.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.4% | 222,702 | $26.5M |
| Point72 Asset Management | 0.09% | New | 222,409 | $26.4M |
| Corient Private Wealth LP | 0.04% | Reduce -6.5% | 222,229 | $26.4M |
| United Bank | 3.02% | Reduce -1.1% | 218,463 | $26.0M |
| Regions Financial Corp. | 0.19% | New | 218,461 | $26.0M |
| Moran Wealth Management, LLC | 0.79% | Reduce -4.2% | 215,147 | $25.6M |
| Intech Investment Management LLC | 0.28% | Add +42.3% | 210,155 | $25.0M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +2.0% | 209,648 | $24.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.40% | New | 209,492 | $24.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +8.4% | 207,961 | $24.7M |
| Handelsbanken Fonder AB | 0.10% | Add +11.7% | 207,545 | $24.7M |
| Lord, Abbett & Co. LLC | 0.08% | New | 203,000 | $24.1M |
| Natixis Advisors, LLC | 0.05% | Reduce -4.5% | 201,574 | $24.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -27.6% | 200,678 | $23.8M |
| Pacer Advisors, Inc. | 0.05% | Reduce -18.0% | 198,107 | $23.5M |
| Worldquant Millennium Advisors LLC | 0.17% | Add +4336.6% | 193,747 | $23.0M |
| State of Wisconsin Investment Board | 0.06% | Add +11.0% | 186,755 | $22.2M |
| Credit Agricole S A | 0.12% | Add +50.0% | 186,272 | $22.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Reduce -44.8% | 184,786 | $22.0M |
| Knights of Columbus Asset Advisors LLC | 1.43% | Reduce -24.8% | 181,354 | $21.6M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -2.7% | 180,754 | $21.5M |
| Cibc World Market Inc. | 0.05% | Add +156.5% | 179,008 | $21.3M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -37.2% | 176,452 | $21.0M |
| State of Alaska, Department of Revenue | 0.22% | Add +0.3% | 173,192 | $20.6M |
| CHURCHILL MANAGEMENT Corp | 0.24% | Reduce -2.4% | 173,022 | $20.6M |
| Dana Investment Advisors, Inc. | 0.67% | Reduce -12.8% | 171,116 | $20.3M |
| Cetera Investment Advisers | 0.04% | Reduce -1.2% | 171,080 | $20.3M |
| Nippon Life Global Investors Americas, Inc. | 0.86% | Add +15.5% | 168,230 | $20.1M |
| National Bank of Canada | 0.03% | Add +74.7% | 168,692 | $20.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +5.0% | 161,869 | $19.2M |
| Resona Asset Management Co.,Ltd. | 0.11% | Reduce -3.9% | 163,299 | $19.2M |
| AQR Capital Management | 0.03% | Add +225.8% | 163,702 | $19.1M |
| Storebrand Asset Management As | 0.06% | Add +4.3% | 160,935 | $19.1M |
| Baron Capital (BAMCO) | 0.05% | New | 159,114 | $18.9M |
| Pinebridge Investments, L.P. | 0.14% | Reduce -14.8% | 158,655 | $18.9M |
| Chevy Chase Trust Holdings, LLC | 0.06% | Reduce -1.7% | 157,279 | $18.7M |
| Burney Co./ | 0.65% | Reduce -0.0% | 153,869 | $18.3M |
| Susquehanna International Group, LLP | 0.03% | Add +29.5% | 153,126 | $18.2M |
| TCV Trust & Wealth Management, Inc. | 1.62% | Reduce -7.6% | 152,509 | $18.1M |
| Voya Investment Management LLC | 0.02% | Reduce -9.8% | 150,333 | $17.9M |
| QRG Capital Management, Inc. | 0.19% | Reduce -14.5% | 149,407 | $17.8M |
| Railway Pension Investments Ltd | 0.21% | No change | 147,900 | $17.6M |
| Toronto Dominion Bank | 0.03% | Add +1.4% | 146,076 | $17.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.7% | 145,699 | $17.3M |
| Gillson Capital LP | 1.55% | Add +285.5% | 143,400 | $17.0M |
| Danske Bank A/S | 0.05% | Reduce -0.6% | 138,256 | $16.4M |
| Mutual Advisors, LLC | 0.46% | Add +1.5% | 123,823 | $15.6M |
| HighTower Advisors, LLC | 0.02% | Add +6.1% | 131,174 | $15.6M |
| Treasurer of the State of North Carolina | 0.06% | Add +0.5% | 130,880 | $15.6M |
| Ar Asset Management Inc. | 3.49% | No change | 130,600 | $15.5M |
| Royal London Asset Management Ltd. | 0.04% | No change | 129,845 | $15.4M |
| Sanctuary Advisors, LLC | 0.10% | Add +284.8% | 129,034 | $15.4M |
| Millennium Management | 0.01% | Add +65.6% | 129,242 | $15.4M |
| Nisa Investment Advisors, LLC | 0.09% | Reduce -9.5% | 128,343 | $15.4M |
| IFM Investors Pty Ltd | 0.15% | Reduce -0.1% | 128,021 | $15.2M |
| Sargent Investment Group, LLC | 2.72% | Add +1.0% | 127,610 | $15.2M |
| Franklin Resources Inc. | 0.00% | Reduce -23.1% | 121,209 | $14.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -5.7% | 120,891 | $14.4M |
| Vert Asset Management LLC | 4.91% | Add +1.9% | 119,937 | $14.3M |
| Sheaff Brock Investment Advisors, LLC | 1.23% | Reduce -15.2% | 117,863 | $14.0M |
| Cibc World Markets Corp. | 0.10% | Add +210.5% | 117,334 | $13.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.5% | 115,475 | $13.7M |
| Varma Mutual Pension Insurance Co | 0.11% | Reduce -5.6% | 110,638 | $13.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | Reduce -1.0% | 114,791 | $13.6M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -3.7% | 108,846 | $12.9M |
| Korea Investment CORP | 0.03% | Reduce -80.8% | 107,991 | $12.8M |
| State of New Jersey Common Pension Fund D | 0.05% | No change | 106,082 | $12.6M |
| James Hambro & Partners LLP | 0.52% | Reduce -12.9% | 104,608 | $12.4M |
| UniSuper Management Pty Ltd | 0.09% | Reduce -3.0% | 104,072 | $12.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.3% | 103,910 | $12.3M |
| Chicago Capital, LLC | 0.34% | Add +21.1% | 103,053 | $12.2M |
| Employees Retirement System of Texas | 0.12% | New | 101,500 | $12.1M |
| Tudor Investment Corporation | 0.13% | New | 100,000 | $11.9M |
| Creative Planning | 0.01% | Add +2.1% | 98,905 | $11.8M |
| Nepsis Inc. | 2.72% | Add +37.5% | 96,582 | $11.5M |
| Tectonic Advisors LLC | 0.75% | Add +2.4% | 95,904 | $11.4M |
| Xponance LLC | 0.11% | Reduce -0.4% | 95,663 | $11.4M |
| Foresight Capital Management Advisors, Inc. | 6.72% | Add +0.3% | 95,049 | $11.3M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -38.3% | 94,605 | $11.2M |
| Guggenheim Capital LLC | 0.08% | Reduce -20.3% | 93,889 | $11.2M |
| Private Advisor Group, LLC | 0.07% | Reduce -1.0% | 93,068 | $11.1M |
| MetLife Investment Management, LLC | 0.06% | Reduce -2.2% | 92,704 | $11.0M |
| Lido Advisors, LLC | 0.08% | Reduce -6.0% | 91,978 | $10.9M |
| Brookstone Capital Management | 0.16% | Reduce -6.7% | 91,795 | $10.9M |
| MML Investors Services, LLC | 0.04% | Add +0.2% | 90,555 | $10.8M |
| Salem Investment Counselors Inc. | 0.32% | Add +0.5% | 88,982 | $10.6M |
| M&T Bank Corp | 0.03% | Add +0.4% | 88,215 | $10.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -19.5% | 88,013 | $10.5M |
| Vestcor Inc | 0.32% | Reduce -8.0% | 86,225 | $10.2M |
| Oddo BHF Asset Management Sas | 0.51% | — | 85,888 | $10.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.11% | Add +4.9% | 84,654 | $10.1M |
| Arizona State Retirement System | 0.06% | Add +4.3% | 83,983 | $10.0M |
| Prana Capital Management, LP | 0.45% | Add +185.0% | 83,526 | $9.9M |
| Eagle Asset Management Inc. | 0.05% | Reduce -41.4% | 82,407 | $9.9M |
| STRS Ohio | 0.04% | Reduce -45.5% | 82,800 | $9.8M |
| USS Investment Management Ltd | 0.07% | Reduce -13.6% | 82,252 | $9.8M |
| Sonora Investment Management Group, LLC | 0.73% | Reduce -3.4% | 82,007 | $9.7M |
| Gotham Asset Management | 0.10% | Add +14.7% | 81,404 | $9.7M |
| Erste Asset Management GmbH | 0.11% | Reduce -15.3% | 81,400 | $9.5M |
| State of Michigan Retirement System | 0.05% | Reduce -0.5% | 79,846 | $9.5M |
| Prudential PLC | 0.05% | Reduce -21.4% | 78,026 | $9.3M |
| Nissay Asset Management Corp. /Japan | 0.06% | Add +3.6% | 76,072 | $9.0M |
| MinichMacGregor Wealth Management, LLC | 1.93% | Reduce -13.3% | 75,767 | $9.0M |
| Corebridge Financial, Inc. | 0.05% | Reduce -3.1% | 75,743 | $9.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -37.3% | 75,451 | $9.0M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -1.8% | 75,314 | $8.9M |
| Hennion & Walsh Asset Management, Inc. | 0.42% | Reduce -1.0% | 75,064 | $8.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.25% | Add +66.1% | 73,691 | $8.8M |
| Nia Impact Advisors, LLC | 2.75% | Reduce -3.3% | 69,725 | $8.3M |
| Wealthfront Advisers LLC | 0.03% | Add +1.0% | 69,040 | $8.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -39.0% | 68,685 | $8.2M |
| First National Trust Co | 0.32% | Reduce -8.2% | 68,637 | $8.2M |
| Woodstock Corp. | 0.77% | Reduce -5.9% | 67,546 | $8.0M |
| Moors & Cabot, Inc. | 0.39% | Reduce -3.3% | 66,761 | $7.9M |
| Truist Financial Corp. | 0.01% | Add +9.6% | 66,625 | $7.9M |
| American Trust Investment Advisors, LLC | 3.21% | Reduce -6.2% | 66,030 | $7.8M |
| Citadel Advisors | 0.01% | New | 65,870 | $7.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -6.4% | 65,244 | $7.8M |
| Snowden Capital Advisors LLC | 0.23% | Reduce -45.9% | 64,843 | $7.8M |
| Forsta Ap-Fonden | 0.06% | Add +20.7% | 65,200 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Add +3.6% | 64,680 | $7.7M |
| Advisors Asset Management, Inc. | 0.14% | Add +21.0% | 63,376 | $7.5M |
| Allworth Financial LP | 0.05% | Reduce -0.1% | 63,141 | $7.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -28.5% | 63,346 | $7.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 62,500 | $7.4M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -1.2% | 60,883 | $7.2M |
| Azimuth Capital Investment Management LLC | 0.28% | Reduce -23.1% | 60,790 | $7.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +0.1% | 59,928 | $7.1M |
| Amalgamated Bank | 0.06% | Reduce -2.6% | 59,855 | $7.1M |
| Czech National Bank | 0.07% | Add +7.0% | 59,755 | $7.1M |
| One Capital Management, LLC | 0.23% | Reduce -4.4% | 59,479 | $7.1M |
| Crossmark Global Holdings, Inc. | 0.12% | Reduce -12.2% | 58,267 | $6.9M |
| Pensionfund PDN | 3.13% | No change | 57,500 | $6.8M |
| Man Group plc | 0.02% | New | 56,940 | $6.8M |
| Weiss Asset Management LP | 0.24% | New | 56,039 | $6.7M |
| CW Advisors, LLC | 0.09% | Add +26.3% | 54,307 | $6.5M |
| Federated Hermes, Inc. | 0.01% | Add +7.0% | 54,084 | $6.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 53,877 | $6.4M |
| Van Eck Associates Corp. | 0.01% | Add +12.3% | 50,421 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.8% | 53,028 | $6.3M |
| Werlinich Asset Management, LLC | 3.57% | No change | 51,747 | $6.1M |
| Oliver Luxxe Assets LLC | 1.09% | Reduce -22.4% | 51,469 | $6.1M |
| Public Sector Pension Investment Board | 0.03% | Add +25.6% | 51,128 | $6.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -71.5% | 50,898 | $6.0M |
| Promethos Capital, LLC | 2.13% | No change | 50,342 | $6.0M |
| ProShare Advisors LLC | 0.01% | Reduce -3.8% | 49,799 | $5.9M |
| DNB Asset Management AS | 0.03% | Add +1.5% | 49,666 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -9.1% | 48,781 | $5.8M |
| Susquehanna Portfolio Strategies, LLC | 0.40% | Reduce -46.3% | 48,997 | $5.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -12.9% | 48,913 | $5.8M |
| Assetmark, Inc. | 0.02% | Add +12.8% | 48,535 | $5.8M |
| WealthTrust Axiom LLC | 1.70% | Reduce -23.8% | 48,421 | $5.8M |
| Utah Retirement Systems | 0.06% | Add +0.4% | 48,114 | $5.7M |
| Jane Street Group, LLC | 0.01% | Reduce -89.4% | 47,384 | $5.6M |
| Yousif Capital Management, LLC | 0.06% | Reduce -1.5% | 46,855 | $5.6M |
| Mariner, LLC | 0.01% | Add +13.9% | 46,680 | $5.5M |
| Wakefield Asset Management LLLP | 1.80% | Add +0.1% | 46,625 | $5.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -38.4% | 46,489 | $5.5M |
| RB Capital Management, LLC | 1.35% | Reduce -1.0% | 46,184 | $5.5M |
| Tredje AP-fonden | 0.05% | No change | 46,113 | $5.5M |
| Catalyst Capital Advisors LLC | 0.12% | Reduce -2.5% | 45,150 | $5.4M |
| Uniplan Investment Counsel, Inc. | 0.47% | Reduce -5.7% | 44,702 | $5.3M |
| Parallax Volatility Advisers, L.P. | 0.16% | New | 44,653 | $5.3M |
| New York Life Investment Management LLC | 0.05% | Reduce -2.9% | 43,596 | $5.2M |
| Vectors Research Management, LLC | 1.56% | Add +4.3% | 43,432 | $5.2M |
| Trinity Legacy Partners, LLC | 1.32% | Reduce -22.7% | 42,430 | $5.1M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -94.2% | 43,265 | $5.1M |
| Polar Asset Management Partners Inc. | 0.18% | Reduce -49.5% | 43,200 | $5.1M |
| CIBC Asset Management Inc | 0.02% | Add +8.3% | 43,015 | $5.1M |
| Holderness Investments Co. | 1.12% | Reduce -0.2% | 43,008 | $5.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -7.2% | 42,774 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -63.1% | 41,937 | $5.0M |
| Rafferty Asset Management, LLC | 0.02% | Add +3.0% | 41,695 | $5.0M |
| Concentric Capital Strategies, LP | 0.31% | New | 40,960 | $4.9M |
| Shell Asset Management Co. | 0.21% | — | 40,751 | $4.8M |
| UMB Bank, n.a. | 0.07% | Reduce -0.9% | 40,540 | $4.8M |
| Shelton Capital Management | 0.12% | Add +47.5% | 40,371 | $4.8M |
| Independent Advisor Alliance | 0.17% | Reduce -19.0% | 39,849 | $4.7M |
| Courier Capital LLC | 0.32% | Add +5.4% | 39,729 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -10.6% | 39,364 | $4.7M |
| ING Groep NV | 0.03% | Reduce -0.5% | 39,231 | $4.7M |
| Spirit of America Management Corp. | 0.91% | Add +7.7% | 38,500 | $4.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | — | 38,484 | $4.6M |
| Alberta Investment Management Corp | 0.04% | Add +45.3% | 38,200 | $4.5M |
| Bank of Nova Scotia | 0.01% | Add +22.9% | 37,528 | $4.5M |
| Achmea Investment Management B.V. | 0.07% | Add +17.6% | 37,023 | $4.4M |
| Investment Management Corp of Ontario | 0.10% | Reduce -1.9% | 36,712 | $4.4M |
| Laurion Capital Management LP | 0.29% | New | 36,680 | $4.4M |
| CoreCap Advisors, LLC | 0.20% | Add +29.6% | 36,410 | $4.3M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.3% | 36,120 | $4.3M |
| SG Americas Securities, LLC | 0.02% | Reduce -70.6% | 35,228 | $4.2M |
| GSI Capital Advisors LLC | 2.10% | New | 35,225 | $4.2M |
| Cyndeo Wealth Partners, LLC | 0.29% | Add +4.0% | 35,087 | $4.2M |
| Chapin Davis, Inc. | 1.34% | New | 34,819 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.7% | 34,705 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +51.3% | 34,755 | $4.1M |
| Horizon Kinetics Asset Management LLC | 0.06% | Add +43.0% | 34,450 | $4.1M |
| Hourglass Capital, LLC | 1.13% | Reduce -41.9% | 34,280 | $4.1M |
| Squarepoint Ops LLC | 0.01% | Add +327.6% | 33,961 | $4.0M |
| Ranch Capital Advisors Inc. | 1.89% | Reduce -1.4% | 33,483 | $4.0M |
| Siemens Fonds Invest GmbH | 0.32% | Reduce -11.8% | 33,532 | $4.0M |
| Bessemer Group Inc. | 0.01% | Add +441.3% | 33,311 | $4.0M |
| Focus Partners Wealth | 0.01% | Reduce -72.7% | 33,053 | $3.9M |
| Smithfield Trust Co | 0.19% | Reduce -0.7% | 33,011 | $3.9M |
| Natixis | 0.02% | Add +402.6% | 32,900 | $3.9M |
| Terra Nova Asset Management LLC | 2.88% | Add +0.8% | 32,684 | $3.9M |
| Ethic Inc. | 0.10% | Reduce -17.6% | 47,736 | $3.8M |
| Waverly Advisors, LLC | 0.07% | Reduce -3.8% | 32,069 | $3.8M |
| Dumont & Blake Investment Advisors LLC | 0.97% | Reduce -49.9% | 30,474 | $3.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 30,171 | $3.6M |
| Sage Capital Management, LLC | 1.71% | Add +0.4% | 30,031 | $3.6M |
| CHB Investment Group, LLC | 1.85% | — | 29,421 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +47.4% | 29,362 | $3.5M |
| RPg Family Wealth Advisory, LLC | 1.11% | Reduce -27.1% | 28,826 | $3.4M |
| Entropy Technologies, LP | 0.36% | Add +270.9% | 28,542 | $3.4M |
| Centiva Capital, LP | 0.15% | New | 28,126 | $3.3M |
| Morse Asset Management, Inc | 0.73% | Reduce -0.4% | 28,010 | $3.3M |
| AE Wealth Management LLC | 0.03% | Add +54.0% | 27,729 | $3.3M |
| TD Waterhouse Canada Inc. | 0.03% | Add +199.9% | 27,778 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +97.0% | 27,417 | $3.3M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -7.9% | 27,268 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -9.7% | 27,197 | $3.2M |
| Nordea Investment Management AB | 0.00% | Add +4.6% | 27,276 | $3.2M |
| Tyler-Stone Wealth Management | 0.60% | Add +105.1% | 26,865 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -34.6% | 26,761 | $3.2M |
| CoreFirst Bank & Trust | 1.83% | Reduce -1.5% | 26,614 | $3.2M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -2.4% | 26,387 | $3.1M |
| Moody National Bank Trust Division | 0.33% | Add +35.1% | 26,115 | $3.1M |
| Royal Fund Management, LLC | 0.22% | Add +88.0% | 26,026 | $3.1M |
| Elo Mutual Pension Insurance Co | 0.07% | Reduce -9.8% | 25,876 | $3.1M |
| Norinchukin Bank, The | 0.07% | Add +6.6% | 25,288 | $3.0M |
| Lee Danner & Bass Inc. | 0.21% | Add +3.2% | 25,205 | $3.0M |
| Mackenzie Financial Corp. | 0.00% | Reduce -79.4% | 25,149 | $3.0M |
| Oregon Public Employees Retirement Fund | 0.06% | Reduce -0.4% | 25,059 | $3.0M |
| Candriam S.C.A. | 0.02% | Reduce -4.0% | 25,036 | $3.0M |
| Sippican Capital Advisors | 2.06% | Reduce -7.0% | 24,817 | $2.9M |
| Green Alpha Advisors, LLC | 2.31% | Reduce -5.3% | 24,759 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.4% | 24,731 | $2.9M |
| Ellsworth Advisors, LLC | 0.76% | Add +0.7% | 24,629 | $2.9M |
| Gables Capital Management Inc. | 1.48% | Reduce -0.2% | 24,602 | $2.9M |
| PFG Investments, LLC | 0.19% | Reduce -7.1% | 24,472 | $2.9M |
| Madison Asset Management, LLC | 0.03% | Reduce -19.0% | 24,369 | $2.9M |
| TFG Advisers LLC | 1.04% | Add +3.1% | 24,263 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.8% | 23,997 | $2.9M |
| Edgestream Partners, L.P. | 0.12% | Reduce -58.1% | 23,718 | $2.8M |
| Fifth Third Bancorp | 0.01% | Reduce -9.6% | 23,710 | $2.8M |
| Nomura Holdings Inc. | 0.02% | Add +446.8% | 23,183 | $2.8M |
| Ancora Advisors LLC | 0.06% | Reduce -4.8% | 23,141 | $2.7M |
| Gulf International Bank (UK) Ltd | 0.07% | Reduce -3.4% | 23,075 | $2.7M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.03% | — | 23,047 | $2.7M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -21.3% | 23,047 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | New | 23,007 | $2.7M |
| Pensionfund Sabic | 0.85% | Reduce -16.4% | 23,000 | $2.7M |
| Bleakley Financial Group, LLC | 0.08% | Add +45.8% | 22,987 | $2.7M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +20.6% | 22,912 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -0.7% | 22,910 | $2.7M |
| Argent Financial Group, Inc. | 0.32% | — | 22,639 | $2.7M |
| Cascade Investment Group, Inc. | 1.96% | Reduce -0.2% | 22,445 | $2.7M |
| Dorsey Wright & Associates | 0.62% | Add +452.9% | 21,941 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +17.4% | 21,465 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -5.9% | 21,819 | $2.6M |
| GeoWealth Management, LLC | 0.09% | Reduce -4.9% | 21,739 | $2.6M |
| Fiduciary Trust Co | 0.04% | Reduce -0.1% | 21,722 | $2.6M |
| Swiss Life Asset Management Ltd | 0.03% | Add +63.4% | 21,674 | $2.6M |
| KCM Investment Advisors LLC | 0.09% | Reduce -2.7% | 21,558 | $2.6M |
| Corrado Advisors, LLC | 1.59% | Reduce -4.4% | 21,377 | $2.5M |
| DoubleLine ETF Adviser LP | 0.61% | New | 20,950 | $2.5M |
| Wolverine Asset Management LLC | 0.25% | Reduce -32.0% | 20,882 | $2.5M |
| Safe Harbor Fiduciary, LLC | 2.29% | — | 20,549 | $2.4M |
| Tidal Investments LLC | 0.03% | Add +254.1% | 20,536 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 20,469 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -11.6% | 20,446 | $2.4M |
| Kentucky Retirement Systems | 0.07% | Reduce -7.5% | 20,435 | $2.4M |
| Advisory Services Network, LLC | 0.05% | No change | 26,721 | $2.4M |
| Commerce Bank | 0.01% | Reduce -22.6% | 19,776 | $2.3M |
| Eagle Ridge Investment Management | 0.21% | No change | 19,702 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -13.3% | 19,342 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Add +36.1% | 19,192 | $2.3M |
| F/m Investments LLC | 0.07% | Reduce -10.0% | 19,128 | $2.3M |
| Mizuho Securities USA LLC | 0.05% | Reduce -15.8% | 19,021 | $2.3M |
| HighPoint Advisor Group LLC | 0.13% | Add +1.3% | 18,527 | $2.2M |
| Venture Visionary Partners LLC | 0.10% | Reduce -18.4% | 18,784 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -19.4% | 18,725 | $2.2M |
| Hartford Investment Management Co. | 0.07% | Reduce -1.2% | 18,635 | $2.2M |
| Ieq Capital, LLC | 0.03% | Add +6.5% | 18,579 | $2.2M |
| SpiderRock Advisors, LLC | 0.05% | Reduce -13.4% | 18,499 | $2.2M |
| Highline Wealth Partners LLC | 0.73% | Reduce -0.8% | 18,387 | $2.2M |
| Harvest Fund Management Co., Ltd | 0.13% | Add +65.5% | 17,988 | $2.1M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | Reduce -2.7% | 17,827 | $2.1M |
| Naviter Wealth, LLC | 0.29% | Reduce -8.4% | 17,485 | $2.1M |
| Creekmur Asset Management LLC | 0.49% | Add +7.7% | 17,485 | $2.1M |
| Symphony Financial, Ltd. Co. | 0.34% | Add +6.9% | 17,569 | $2.1M |
| Brookfield Corp | 0.01% | Reduce -89.5% | 17,305 | $2.1M |
| King Luther Capital Management Corp. | 0.01% | Reduce -1.7% | 17,211 | $2.0M |
| Three Seasons Wealth, LLC | 1.06% | New | 16,924 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 16,978 | $2.0M |
| Claro Advisors Inc. | 0.26% | Add +0.6% | 16,717 | $2.0M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -24.6% | 16,670 | $2.0M |
| Zacks Investment Management | 0.02% | Reduce -4.5% | 16,619 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.6% | 16,500 | $2.0M |
| Rakuten Investment Management, Inc. | 0.01% | Add +33.2% | 16,618 | $1.9M |
| Trust Investment Advisors | 1.23% | Reduce -13.8% | 16,303 | $1.9M |
| Securian Asset Management, Inc. | 0.06% | Reduce -3.5% | 16,197 | $1.9M |
| Ossiam | 0.04% | Reduce -9.4% | 16,074 | $1.9M |
| Inspire Trust Co, N.A. | 0.52% | Reduce -3.4% | 16,000 | $1.9M |
| Redhawk Wealth Advisors, Inc. | 0.27% | Add +14.1% | 15,904 | $1.9M |
| Choreo, LLC | 0.03% | Add +4.4% | 15,804 | $1.9M |
| Quantinno Capital Management LP | 0.02% | Add +32.8% | 15,579 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -24.3% | 15,560 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -48.1% | 15,494 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Reduce -23.2% | 15,440 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +24.8% | 15,164 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -66.0% | 14,955 | $1.8M |
| Community Bank of Raymore | 1.33% | No change | 14,815 | $1.8M |
| RFG Advisory, LLC | 0.05% | Add +1.5% | 14,731 | $1.8M |
| Beacon Financial Advisory LLC | 0.59% | Reduce -2.0% | 14,583 | $1.7M |
| Denali Advisors LLC | 0.19% | New | 14,505 | $1.7M |
| Roman Butler Fullerton & Co. | 0.51% | Add +0.1% | 13,980 | $1.7M |
| New Mexico Educational Retirement Board | 0.06% | Reduce -2.7% | 14,340 | $1.7M |
| Schroder Investment Management Group | 0.00% | Reduce -0.4% | 14,544 | $1.7M |
| Truvestments Capital LLC | 0.45% | Reduce -7.2% | 14,273 | $1.7M |
| Herbst Group, LLC | 1.05% | Add +5.2% | 14,200 | $1.7M |
| Reik & Co., LLC | 0.40% | No change | 14,080 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +30.4% | 13,949 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.2% | 13,797 | $1.6M |
| Metis Global Partners, LLC | 0.05% | Reduce -6.9% | 13,700 | $1.6M |
| Delphi Management Inc. | 1.47% | Reduce -38.8% | 13,618 | $1.6M |
| Coppell Advisory Solutions LLC | 0.24% | Reduce -7.4% | 13,760 | $1.6M |
| Genesee Capital Advisors, LLC | 0.77% | Reduce -17.2% | 13,483 | $1.6M |
| Empowered Funds, LLC | 0.03% | Add +3.2% | 13,482 | $1.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.10% | No change | 13,469 | $1.6M |
| Widmann Financial Services, Inc. | 1.20% | Reduce -0.7% | 13,364 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -7.1% | 13,211 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +13.4% | 13,205 | $1.6M |
| Spire Wealth Management | 0.05% | Add +21.6% | 13,069 | $1.6M |
| Crescent Grove Advisors, LLC | 0.16% | Add +4.7% | 12,843 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -6.8% | 12,867 | $1.5M |
| WealthBridge Capital Management, LLC | 0.44% | Add +2.4% | 12,859 | $1.5M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +1.6% | 12,671 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -3.6% | 12,741 | $1.5M |
| Pathway Financial Advisers, LLC | 0.69% | Reduce -18.3% | 12,725 | $1.5M |
| Principal Securities, Inc. | 0.04% | Add +3.2% | 12,680 | $1.5M |
| Kintegral Advisory, LLC | 0.14% | Reduce -1.3% | 12,512 | $1.5M |
| Brown Advisory Inc. | 0.00% | Add +14.5% | 12,561 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +1.7% | 12,431 | $1.5M |
| NEOS Investment Management LLC | 0.04% | Add +24.7% | 12,297 | $1.5M |
| Kessler Investment Group, LLC | 0.75% | Reduce -0.4% | 12,282 | $1.5M |
| HM Payson & Co. | 0.03% | No change | 12,261 | $1.5M |
| Diversified Trust Co. | 0.04% | Add +148.4% | 12,168 | $1.4M |
| E. Ohman J:or Asset Management AB | 0.04% | Reduce -8.3% | 12,153 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +25.8% | 12,101 | $1.4M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 12,009 | $1.4M |
| Flputnam Investment Management Co. | 0.03% | Add +8.1% | 11,886 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +0.3% | 11,794 | $1.4M |
| Independence Bank of Kentucky | 0.30% | Add +1205.0% | 11,810 | $1.4M |
| Delta Capital Management LLC | 0.82% | No change | 11,810 | $1.4M |
| Guardian Asset Advisors, LLC | 0.95% | Reduce -1.4% | 11,764 | $1.4M |
| Hancock Whitney Corp. | 0.04% | Reduce -0.0% | 11,704 | $1.4M |
| Chesley Taft & Associates LLC | 0.07% | Reduce -12.5% | 11,700 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.53% | Add +1.9% | 11,641 | $1.4M |
| Savoie Capital LLC | 0.17% | New | 11,545 | $1.4M |
| Lombard Odier Asset Management (Switzerland) SA | 0.11% | Add +10.9% | 11,496 | $1.4M |
| Csenge Advisory Group | 0.07% | Add +18.8% | 11,300 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.2% | 11,380 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | Add +0.8% | 11,372 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 0.97% | Reduce -0.2% | 11,370 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +9.4% | 11,336 | $1.3M |
| Retirement Planning Co of New England, Inc. | 0.67% | Add +0.4% | 11,258 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +0.4% | 11,200 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.3% | 11,158 | $1.3M |
| Mgo One Seven LLC | 0.06% | Add +13.6% | 11,092 | $1.3M |
| Ingalls & Snyder LLC | 0.05% | Reduce -1.8% | 11,080 | $1.3M |
| Abbot Financial Management, Inc. | 0.66% | Reduce -0.9% | 11,033 | $1.3M |
| Princeton Capital Management LLC | 0.41% | No change | 10,942 | $1.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +4.4% | 10,718 | $1.3M |
| Contravisory Investment Management, Inc. | 0.27% | Reduce -17.1% | 10,645 | $1.3M |
| Wellington Shields & Co., LLC | 0.38% | No change | 10,643 | $1.3M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -4.9% | 10,197 | $1.3M |
| HUB Investment Partners, LLC | 0.06% | Add +2.0% | 10,608 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.3% | 10,409 | $1.2M |
| Montag A & Associates Inc. | 0.06% | Add +0.1% | 10,278 | $1.2M |
| Plimoth Trust Co. LLC | 0.31% | No change | 10,328 | $1.2M |
| Banque Cantonale Vaudoise | 0.05% | New | 10,275 | $1.2M |
| Richard P Slaughter Associates Inc | 0.28% | Reduce -18.3% | 10,252 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +72.9% | 10,129 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 10,119 | $1.2M |
| Private Advisory Group LLC | 0.15% | New | 10,105 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -12.6% | 10,095 | $1.2M |
| Strategic Investment Advisors / MI | 0.13% | Reduce -3.3% | 10,090 | $1.2M |
| Future Financial Wealth Managment LLC | 0.85% | Reduce -4.7% | 10,012 | $1.2M |
| Aquila Investment Management LLC | 1.32% | No change | 10,000 | $1.2M |
| Verus Capital Partners, LLC | 0.12% | Reduce -3.5% | 9,919 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -5.6% | 9,787 | $1.2M |
| Columbia Asset Management | 0.20% | Reduce -0.4% | 9,747 | $1.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +367.8% | 9,707 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.38% | Reduce -8.2% | 9,657 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +37.1% | 9,566 | $1.1M |
| Beacon Investment Advisors LLC | 0.54% | Add +0.4% | 9,535 | $1.1M |
| Founders Financial Alliance, LLC | 0.31% | Add +0.3% | 9,492 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -1.2% | 9,414 | $1.1M |
| Ostrum Asset Management | 0.09% | Add +1.2% | 9,401 | $1.1M |
| Aspire Private Capital, LLC | 0.27% | Add +1.5% | 9,383 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +40.7% | 9,337 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.3% | 9,297 | $1.1M |
| Walleye Trading LLC | 0.03% | New | 9,152 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.53% | Reduce -3.0% | 9,116 | $1.1M |
| Monument Capital Management | 0.30% | Reduce -6.1% | 9,107 | $1.1M |
| Ullmann Wealth Partners Group, LLC | 0.14% | Add +0.6% | 9,075 | $1.1M |
| Colonial River Investments, LLC | 0.53% | Reduce -2.4% | 9,021 | $1.1M |
| Virtus Advisers, LLC | 0.50% | New | 8,989 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +2.3% | 8,941 | $1.1M |
| One Wealth Map LLC | 0.63% | No change | 8,697 | $1.1M |
| Associated Banc-Corp | 0.03% | New | 8,863 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -3.5% | 8,852 | $1.1M |
| Herold Advisors, Inc. | 0.23% | No change | 8,755 | $1.0M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.07% | Reduce -8.1% | 8,685 | $1.0M |
| Praxis Investment Management Inc. | 0.07% | No change | 8,670 | $1.0M |
| Axecap Investments, LLC | 0.78% | — | 8,634 | $1.0M |
| Fortitude Family Office, LLC | 0.40% | Add +480.3% | 8,548 | $1.0M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.1% | 8,535 | $1.0M |
| Atlas Capital Advisors Inc. | 0.16% | Add +17.2% | 8,526 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | Reduce -6.0% | 8,456 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -24.8% | 8,455 | $1.0M |
| Heartland Bank & Trust Co | 0.54% | Reduce -3.2% | 8,406 | $999K |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -5.7% | 8,344 | $991K |
| Diversify Advisory Services, LLC | 0.05% | Add +15.9% | 7,942 | $984K |
| Atwood & Palmer Inc. | 0.07% | No change | 8,250 | $980K |
| Essex Financial Services, Inc. | 0.07% | Reduce -11.3% | 7,844 | $972K |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -3.0% | 8,171 | $971K |
| Mathes Company, Inc. | 0.34% | No change | 8,150 | $968K |
| Integrated Advisors Network LLC | 0.05% | Reduce -0.4% | 8,131 | $966K |
| &partners | 0.02% | New | 8,294 | $965K |
| Bailard, Inc. | 0.02% | No change | 8,057 | $957K |
| Profund Advisors LLC | 0.04% | Add +71.1% | 8,019 | $953K |
| First Trust Direct Indexing L.P. | 0.05% | Reduce -0.6% | 7,987 | $949K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +34.0% | 7,963 | $946K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +34.0% | 7,963 | $946K |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.7% | 7,932 | $943K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +26.2% | 7,929 | $942K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -27.9% | 7,919 | $941K |
| Ontario Teachers Pension Plan Board | 0.01% | New | 7,873 | $936K |
| Wedbush Securities Inc. | 0.03% | Reduce -32.3% | 7,839 | $932K |
| TBH Global Asset Management, LLC | 0.20% | Add +0.1% | 7,838 | $931K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -10.4% | 7,832 | $931K |
| Archer Investment Corp | 0.25% | Reduce -22.0% | 7,800 | $927K |
| Merit Financial Group, LLC | 0.02% | Reduce -9.5% | 7,796 | $926K |
| Sterling Capital Management LLC | 0.01% | — | 7,795 | $926K |
| GM Advisory Group, LLC | 0.06% | Reduce -3.5% | 7,789 | $926K |
| Cwm, LLC | 0.00% | Add +0.6% | 7,690 | $914K |
| Fiduciary Family Office, LLC | 0.30% | Reduce -8.0% | 7,665 | $911K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.6% | 7,646 | $909K |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | New | 7,573 | $900K |
| Mindset Wealth Management, LLC | 0.37% | — | 7,561 | $898K |
| Outlook Wealth Advisors, LLC | 0.26% | Reduce -6.3% | 7,503 | $892K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 7,451 | $891K |
| Greenleaf Trust | 0.01% | Add +3.2% | 7,386 | $878K |
| MADDEN SECURITIES Corp | 0.38% | No change | 7,375 | $876K |
| Hilltop Holdings Inc. | 0.06% | Add +18.4% | 7,296 | $867K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -73.7% | 7,276 | $865K |
| Fiduciary Group, LLC | 0.09% | No change | 7,250 | $862K |
| Belpointe Asset Management LLC | 0.05% | Reduce -6.5% | 7,138 | $848K |
| Strategy Asset Managers LLC | 0.16% | New | 7,101 | $844K |
| Coldstream Capital Management Inc. | 0.02% | Add +7.5% | 7,105 | $843K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -65.5% | 7,054 | $838K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 7,047 | $837K |
| Verdence Capital Advisors LLC | 0.07% | Add +63.3% | 7,030 | $835K |
| Ellevest, Inc. | 0.05% | Add +8.1% | 7,002 | $832K |
| Friedenthal Financial | 0.48% | New | 6,931 | $824K |
| WASHINGTON TRUST Co | 0.03% | Reduce -1.8% | 6,886 | $818K |
| Bramshill Investments, LLC | 0.09% | Reduce -38.2% | 6,813 | $810K |
| Glenmede Trust Co. NA | 0.00% | Add +0.1% | 6,813 | $810K |
| V-Square Quantitative Management LLC | 0.12% | Add +0.6% | 6,805 | $809K |
| Quadcap Wealth Management, LLC | 0.12% | Add +1.1% | 6,689 | $795K |
| Beverly Hills Private Wealth, LLC | 0.16% | Reduce -12.2% | 6,649 | $790K |
| Centaurus Financial, Inc. | 0.05% | Reduce -2.3% | 6,557 | $779K |
| GC Wealth Management RIA, LLC | 0.14% | Reduce -63.3% | 6,530 | $776K |
| Accuvest Global Advisors | 0.66% | New | 6,473 | $769K |
| Sheets Smith Wealth Management | 0.09% | Reduce -0.8% | 6,410 | $762K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -10.1% | 6,386 | $759K |
| Raymond James Trust N.A. | 0.02% | Reduce -4.2% | 6,293 | $748K |
| Perpetual Ltd | 0.01% | Reduce -51.5% | 6,290 | $747K |
| Fidelis Capital Partners, LLC | 0.09% | Add +180.8% | 5,935 | $745K |
| NorthRock Partners, LLC | 0.02% | Reduce -15.8% | 6,227 | $742K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +82.4% | 6,200 | $737K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -24.4% | 6,175 | $734K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -3.6% | 6,166 | $733K |
| DCM Advisors, LLC | 0.37% | Reduce -8.2% | 6,144 | $730K |
| Keybank National Association | 0.00% | Add +9.4% | 6,111 | $726K |
| Zimmermann Investment Management & Planning LLC | 0.22% | Add +1.3% | 6,075 | $722K |
| EWG Elevate Inc. | 0.29% | Reduce -11.7% | 6,062 | $720K |
| Estabrook Capital Management | 0.11% | Reduce -3.2% | 6,037 | $717K |
| Signaturefd, LLC | 0.01% | Add +12.7% | 6,026 | $716K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.5% | 5,986 | $711K |
| Wambolt & Associates, LLC | 0.19% | Reduce -36.6% | 5,966 | $705K |
| Retireful, LLC | 0.52% | New | 5,891 | $700K |
| GTS Securities LLC | 0.01% | New | 5,886 | $699K |
| Essex Bank | 0.17% | Reduce -0.9% | 5,859 | $696K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.8% | 5,833 | $693K |
| Caldwell Investment Management Ltd. | 0.48% | New | 5,900 | $688K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -27.3% | 5,740 | $679K |
| Garden State Investment Advisory Services LLC | 0.22% | No change | 5,662 | $677K |
| Davis R M Inc. | 0.01% | No change | 5,686 | $676K |
| Kapstone Financial Advisors LLC | 0.41% | No change | 5,788 | $676K |
| Catalyst Funds Management Pty Ltd | 0.15% | New | 5,648 | $671K |
| ORG Partners LLC | 0.11% | Add +248.2% | 5,603 | $666K |
| Gateway Advisory, LLC | 0.10% | New | 5,479 | $651K |
| Pinnacle Family Advisors, LLC | 0.34% | Add +5.0% | 5,477 | $651K |
| Ascentis Independent Advisors | 0.10% | No change | 5,415 | $643K |
| Ballentine Partners, LLC | 0.01% | Add +16.9% | 5,393 | $641K |
| Augustine Asset Management Inc. | 0.22% | Add +0.2% | 5,324 | $633K |
| American Assets Capital Advisers, LLC | 0.19% | Reduce -92.7% | 5,318 | $632K |
| Secure Asset Management, LLC | 0.10% | Add +3.9% | 5,231 | $622K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +22.7% | 5,203 | $618K |
| Valued Retirements, Inc. | 0.85% | No change | 5,198 | $618K |
| Coastline Trust Co | 0.07% | Reduce -1.9% | 5,147 | $612K |
| ClearAlpha Technologies LP | 0.26% | New | 5,128 | $609K |
| Lanark Financial, Inc. | 0.05% | Reduce -5.2% | 5,113 | $607K |
| Caprock Group, LLC | 0.02% | Add +26.3% | 5,049 | $605K |
| NorthStar Asset Management LLC | 0.40% | No change | 5,024 | $597K |
| Personal Cfo Solutions, LLC | 0.08% | Reduce -2.0% | 5,013 | $596K |
| Performance Wealth Partners, LLC | 0.02% | No change | 5,007 | $595K |
| West Wealth Group, LLC | 0.19% | No change | 5,000 | $594K |
| Quantbot Technologies LP | 0.02% | Reduce -92.3% | 4,987 | $593K |
| Texas Yale Capital Corp. | 0.03% | No change | 4,925 | $585K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -6.9% | 4,909 | $583K |
| Financial Management Professionals, Inc. | 0.07% | Add +1.5% | 4,845 | $576K |
| SFG Wealth Management, LLC. | 0.30% | Add +0.0% | 4,822 | $573K |
| Summit Trail Advisors, LLC | 0.01% | New | 4,777 | $571K |
| CX Institutional | 0.03% | Add +0.6% | 4,773 | $567K |
| Yeomans Consulting Group, Inc. | 0.21% | New | 4,731 | $562K |
| High Net Worth Advisory Group LLC | 0.16% | No change | 4,692 | $558K |
| Intrua Financial, LLC | 0.09% | Add +9.0% | 4,691 | $557K |
| Qtron Investments LLC | 0.08% | Reduce -47.9% | 4,685 | $557K |
| World Investment Advisors | 0.02% | New | 4,664 | $554K |
| Atalanta Sosnoff Capital, LLC | 0.01% | No change | 4,645 | $552K |
| Sigma Planning Corp | 0.02% | Reduce -13.8% | 4,601 | $547K |
| True Vision MN LLC | 0.33% | Add +11.9% | 4,546 | $543K |
| Goldstone Financial Group, LLC | 0.09% | Reduce -1.9% | 4,548 | $540K |
| Armor Investment Advisors, LLC | 0.22% | Reduce -4.1% | 4,538 | $539K |
| Welch Group, LLC | 0.02% | No change | 4,531 | $538K |
| Teamwork Financial Advisors, LLC | 0.07% | Reduce -4.3% | 4,502 | $535K |
| Vontobel Holding Ltd. | 0.00% | New | 4,500 | $535K |
| Scotia Capital Inc. | 0.00% | Reduce -0.6% | 4,492 | $534K |
| Private Portfolio Partners LLC | 0.10% | New | 4,480 | $532K |
| LifePro Asset Management | 0.32% | Add +0.1% | 4,458 | $530K |
| Jackson Creek Investment Advisors LLC | 0.16% | New | 4,455 | $529K |
| Summit Financial, LLC | 0.02% | Add +4.9% | 4,391 | $525K |
| Hartford Funds Management Co LLC | 0.05% | Add +8.8% | 4,398 | $523K |
| Edmp, Inc. | 0.43% | No change | 4,387 | $521K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.8% | 4,370 | $519K |
| Stephens Inc. | 0.01% | Add +0.1% | 4,360 | $518K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.8% | 4,338 | $516K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,335 | $515K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.37% | — | 4,322 | $514K |
| Sculati Wealth Management, LLC | 0.21% | Reduce -11.3% | 4,320 | $513K |
| Raleigh Capital Management Inc. | 0.20% | Add +2.5% | 4,303 | $511K |
| Compound Planning, Inc. | 0.03% | Add +10.2% | 4,276 | $508K |
| NCP Inc. | 0.29% | Add +0.5% | 4,259 | $506K |
| L.M. Kohn & Company | 0.13% | Reduce -5.5% | 4,242 | $504K |
| Keystone Financial Group | 0.06% | Add +48.0% | 4,221 | $502K |
| Jump Financial, LLC | 0.01% | Add +42.8% | 4,220 | $501K |
| Westpac Banking Corp. | 0.03% | No change | 4,205 | $500K |
| NorthCoast Asset Management LLC | 0.00% | Add +22.8% | 4,162 | $495K |
| Kavar Capital Partners Group, LLC | 0.08% | No change | 4,150 | $493K |
| Richard W. Paul & Associates, LLC | 0.18% | Reduce -4.7% | 4,125 | $490K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.0% | 4,119 | $489K |
| Disciplined Equity Management, Inc. | 0.31% | No change | 4,085 | $485K |
| Bogart Wealth, LLC | 0.02% | Reduce -1.8% | 4,083 | $485K |
| Fayez Sarofim & Co | 0.00% | Reduce -13.5% | 4,080 | $485K |
| Advisors Capital Management, LLC | 0.01% | Add +0.6% | 4,067 | $483K |
| Trustmark Bank Trust Department | 0.04% | Reduce -4.4% | 4,041 | $480K |
| Aspen Investment Management Inc | 0.22% | Add +23.8% | 4,035 | $479K |
| Sachetta, LLC | 0.19% | No change | 4,022 | $478K |
| Citizens Business Bank | 0.10% | No change | 4,000 | $475K |
| Horizon Investments, LLC | 0.01% | Reduce -12.3% | 3,980 | $473K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | Add +2.5% | 3,956 | $470K |
| Southland Equity Partners LLC | 0.11% | Reduce -18.4% | 3,932 | $467K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +6.8% | 3,921 | $466K |
| Core Wealth Partners LLC | 0.28% | Add +0.3% | 3,917 | $465K |
| RMR Wealth Builders | 0.05% | Reduce -6.1% | 3,891 | $465K |
| Park National Corp. | 0.02% | No change | 3,905 | $464K |
| Abn Amro Investment Solutions | 0.01% | New | 3,901 | $464K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +0.1% | 3,888 | $462K |
| LMR Partners LLP | 0.01% | Reduce -75.9% | 3,886 | $462K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.7% | 3,878 | $461K |
| Aire Advisors, LLC | 0.10% | Add +0.7% | 3,873 | $460K |
| Prestige Wealth Management Group LLC | 0.10% | Add +2770.2% | 3,846 | $460K |
| Cetera Trust Company, N.A | 0.28% | Reduce -4.9% | 3,850 | $457K |
| Walker Asset Management, LLC | 0.28% | Add +0.7% | 3,848 | $457K |
| Sienna Gestion | 0.03% | No change | 3,844 | $456K |
| Vident Advisory, LLC | 0.01% | Add +21.1% | 3,820 | $454K |
| Curi Capital, LLC | 0.01% | Reduce -9.3% | 3,814 | $453K |
| Ledgewood Wealth Advisors, LLC | 0.30% | No change | 3,806 | $452K |
| Nexpoint Asset Management, L.P. | 0.05% | No change | 3,800 | $452K |
| GAMMA Investing LLC | 0.04% | Add +27.4% | 3,794 | $451K |
| OneAscent Wealth Management LLC | 0.17% | Add +4.9% | 3,765 | $450K |
| International Assets Investment Management, LLC | 0.04% | Add +9.9% | 3,776 | $449K |
| Crown Wealth Group, LLC | 0.19% | Reduce -14.1% | 3,746 | $445K |
| Huntington National Bank | 0.00% | Reduce -3.1% | 3,730 | $443K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.3% | 3,720 | $442K |
| Foster & Motley Inc. | 0.03% | Reduce -19.4% | 3,720 | $442K |
| Destination Wealth Management | 0.01% | Add +25.8% | 3,707 | $440K |
| Parallel Advisors, LLC | 0.01% | Add +15.2% | 3,705 | $440K |
| E&G Advisors, LLC | 0.12% | No change | 3,700 | $440K |
| Chicago Partners Investment Group LLC | 0.02% | Add +5.8% | 3,478 | $437K |
| Capital Wealth Planning, LLC | 0.00% | New | 3,655 | $434K |
| Good Life Advisors, LLC | 0.03% | Add +58.9% | 3,646 | $433K |
| Somerset Trust Co | 0.16% | Reduce -2.6% | 3,645 | $433K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -6.0% | 3,644 | $433K |
| Exchange Traded Concepts, LLC | 0.01% | Add +4950.0% | 3,636 | $432K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.2% | 3,593 | $427K |
| Curbstone Financial Management Corp | 0.09% | New | 3,590 | $427K |
| Marex Group Ltd | 0.01% | Reduce -95.0% | 3,578 | $425K |
| IFP Advisors, Inc | 0.02% | Add +14.4% | 3,565 | $424K |
| Wolverine Trading, LLC | 0.01% | Reduce -66.2% | 3,622 | $423K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -16.1% | 3,532 | $420K |
| Lebenthal Global Advisors, LLC | 0.09% | Reduce -0.8% | 3,526 | $419K |
| Philadelphia Trust Co. | 0.03% | No change | 3,500 | $416K |
| Buckingham Capital Management, Inc. | 0.05% | No change | 3,483 | $414K |
| Mission Wealth Management, LP | 0.01% | Add +46.8% | 3,481 | $414K |
| Lokken Investment Group LLC | 0.17% | No change | 3,474 | $413K |
| Pure Financial Advisors, LLC | 0.01% | New | 3,441 | $409K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 3,441 | $409K |
| Oak Thistle LLC | 0.13% | New | 3,421 | $407K |
| Geller Advisors LLC | 0.03% | Add +2.9% | 3,373 | $403K |
| Cresset Asset Management, LLC | 0.00% | No change | 3,388 | $403K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 3,350 | $398K |
| MBB Public Markets I LLC | 0.03% | Reduce -83.3% | 3,330 | $396K |
| Advisors Management Group Inc. | 0.09% | No change | 3,309 | $393K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 3,300 | $392K |
| Howland Capital Management LLC | 0.02% | Reduce -22.0% | 3,279 | $392K |
| TrinityPoint Wealth, LLC | 0.06% | Add +1.0% | 3,238 | $385K |
| Private Trust Co. NA | 0.04% | Add +2.1% | 3,226 | $383K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -37.9% | 3,210 | $381K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 3,186 | $379K |
| Infrastructure Capital Advisors, LLC | 0.06% | Reduce -1.2% | 3,174 | $377K |
| Twelve Points Wealth Management LLC | 0.12% | Reduce -92.7% | 3,152 | $375K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -4.5% | 3,147 | $374K |
| Sovereign Financial Group, Inc. | 0.09% | No change | 3,142 | $373K |
| Composition Wealth, LLC | 0.01% | Add +1.5% | 3,131 | $372K |
| American Investment Services, Inc. | 0.06% | No change | 3,103 | $369K |
| Evergreen Capital Management LLC | 0.01% | Add +5.8% | 3,034 | $363K |
| Keystone Wealth Services, LLC | 0.10% | Reduce -6.4% | 3,050 | $362K |
| Cigna Investments Inc. | 0.06% | No change | 3,043 | $362K |
| Clean Yield Group | 0.11% | Add +1.4% | 3,042 | $361K |
| Aristeia Capital, L.L.C. | 0.02% | New | 3,038 | $361K |
| Wedmont Private Capital | 0.02% | Add +18.2% | 3,077 | $359K |
| Whittier Trust Co. | 0.00% | Reduce -38.2% | 3,013 | $358K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,010 | $358K |
| Apriem Advisors | 0.04% | Reduce -6.3% | 3,000 | $356K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.8% | 2,990 | $355K |
| IMA Advisory Services, Inc. | 0.08% | No change | 2,954 | $353K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.7% | 2,971 | $353K |
| Capital City Trust Co. | 0.09% | No change | 2,940 | $349K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -1.7% | 2,928 | $348K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.2% | 2,920 | $347K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.9% | 2,916 | $347K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -0.5% | 2,913 | $346K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +3.6% | 2,860 | $340K |
| Cypress Capital Group | 0.04% | Reduce -12.4% | 2,835 | $337K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 2,826 | $336K |
| Channel Wealth LLC | 0.11% | Reduce -2.8% | 2,818 | $335K |
| Arkadios Wealth Advisors | 0.02% | Add +6.0% | 2,812 | $334K |
| Cooper Financial Group | 0.04% | Reduce -3.9% | 2,812 | $334K |
| Prospera Financial Services Inc | 0.01% | Add +11.3% | 2,808 | $334K |
| Jordan Park Group LLC | 0.02% | New | 2,803 | $333K |
| Dark Forest Capital Management LP | 0.04% | New | 2,780 | $330K |
| Jones Financial Companies LLLP | 0.00% | Add +345.0% | 2,808 | $328K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +4.9% | 2,738 | $325K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.7% | 2,734 | $325K |
| Seelaus Asset Management LLC | 0.30% | No change | 2,700 | $321K |
| Investment House LLC | 0.02% | No change | 2,700 | $321K |
| Allen Investment Management, LLC | 0.00% | No change | 2,696 | $320K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.3% | 2,693 | $320K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 2,679 | $319K |
| Aberdeen Wealth Management LLC | 0.21% | Reduce -8.1% | 2,645 | $314K |
| Seed Wealth Management, Inc. | 0.25% | No change | 2,620 | $311K |
| Robinson Smith Wealth Advisors LLC | 0.26% | Reduce -25.7% | 2,600 | $309K |
| Segment Wealth Management, LLC | 0.02% | No change | 2,600 | $309K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | Reduce -37.9% | 2,596 | $308K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.8% | 2,589 | $308K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -96.5% | 2,580 | $307K |
| Financial Advocates Investment Management | 0.02% | Reduce -1.8% | 2,576 | $306K |
| Kovack Advisors, Inc. | 0.03% | Reduce -9.5% | 2,555 | $304K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.3% | 2,549 | $303K |
| Brooklyn Investment Group | 0.10% | Add +0.1% | 2,527 | $300K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +9.0% | 2,494 | $296K |
| Insigneo Advisory Services, LLC | 0.03% | Add +1.1% | 2,471 | $294K |
| Mather Group, Llc. | 0.00% | Reduce -38.5% | 2,469 | $293K |
| Naples Global Advisors, LLC | 0.03% | Reduce -9.3% | 2,450 | $293K |
| Duncan Williams Asset Management, LLC | 0.16% | New | 2,453 | $291K |
| Fielder Capital Group LLC | 0.10% | Add +0.7% | 2,439 | $290K |
| Nwam LLC | 0.02% | New | 2,436 | $289K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -0.4% | 2,394 | $284K |
| StoneX Group Inc. | 0.02% | New | 2,333 | $278K |
| Dakota Wealth Management | 0.01% | Reduce -0.8% | 2,318 | $275K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +0.4% | 2,317 | $275K |
| Carnegie Investment Counsel | 0.01% | No change | 2,305 | $274K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -99.0% | 2,303 | $274K |
| Pegasus Asset Management, Inc. | 0.08% | No change | 2,300 | $273K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,300 | $273K |
| Ignite Planners, LLC | 0.06% | Reduce -11.2% | 2,284 | $271K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 2,278 | $271K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +40.2% | 2,270 | $270K |
| Pinkerton Wealth, LLC | 0.04% | New | 2,268 | $270K |
| Liberty Wealth Management LLC | 0.05% | New | 2,262 | $269K |
| Clark Capital Management Group, Inc. | 0.00% | New | 2,258 | $268K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +1.0% | 2,256 | $268K |
| Mystic Asset Management, Inc. | 0.10% | New | 2,225 | $264K |
| BSW Wealth Partners | 0.04% | New | 2,222 | $264K |
| Heritage Wealth Advisors | 0.01% | Add +344.4% | 2,222 | $264K |
| Signal Advisors Wealth, LLC | 0.04% | New | 2,197 | $261K |
| Clarius Group, LLC | 0.02% | Reduce -5.8% | 2,204 | $261K |
| Hunter Associates Investment Management LLC | 0.04% | New | 2,199 | $261K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -16.0% | 2,170 | $257K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 2,150 | $255K |
| 44 Wealth Management LLC | 0.09% | — | 2,028 | $255K |
| Stiles Financial Services Inc | 0.09% | New | 2,127 | $253K |
| New Century Financial Group, LLC | 0.09% | New | 2,122 | $252K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -6.0% | 2,120 | $252K |
| Clayton Financial Group LLC | 0.09% | New | 2,102 | $250K |
| Balboa Wealth Partners | 0.06% | New | 2,100 | $250K |
| Syon Capital LLC | 0.02% | New | 2,096 | $249K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,091 | $248K |
| Mission Creek Capital Partners, Inc. | 0.06% | New | 2,083 | $248K |
| Empower Advisory Group, LLC | 0.00% | Reduce -34.2% | 2,075 | $247K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +689.7% | 2,061 | $245K |
| Morningstar Investment Services LLC | 0.00% | New | 2,095 | $245K |
| Saxony Capital Management, LLC | 0.22% | Reduce -20.3% | 2,054 | $244K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -15.0% | 2,043 | $243K |
| Mosaic Family Wealth Partners, LLC | 0.04% | New | 2,040 | $242K |
| Values First Advisors, Inc. | 0.13% | New | 2,035 | $242K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,032 | $241K |
| CWA Asset Management Group, LLC | 0.01% | — | 2,019 | $240K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,017 | $240K |
| Affinity Investment Advisors, LLC | 0.16% | New | 2,013 | $239K |
| Financial Perspectives, Inc | 0.08% | No change | 2,000 | $238K |
| Wesbanco Bank Inc. | 0.01% | New | 1,984 | $236K |
| Samalin Investment Counsel, LLC | 0.10% | New | 1,980 | $235K |
| Teacher Retirement System of Texas | 0.00% | Reduce -65.5% | 1,963 | $233K |
| TPG Advisors LLC | 0.18% | New | 1,954 | $232K |
| Commerzbank Aktiengesellschaft | 0.01% | New | 1,951 | $232K |
| Rwa Wealth Partners, LLC | 0.00% | New | 1,942 | $231K |
| Modera Wealth Management, LLC | 0.00% | New | 1,928 | $229K |
| Fulton Bank, N.A. | 0.01% | New | 1,924 | $229K |
| Legacy Advisors, LLC | 0.02% | New | 1,901 | $227K |
| Tower Wealth Partners, Inc. | 0.13% | New | 1,904 | $226K |
| City Center Advisors, LLC | 0.25% | New | 1,882 | $224K |
| Baker Ellis Asset Management LLC | 0.03% | New | 1,875 | $223K |
| Baader Bank Aktiengesellschaft | 0.02% | New | 2,003 | $223K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,873 | $223K |
| Deseret Mutual Benefit Administrators | 0.11% | Reduce -5.9% | 1,861 | $221K |
| Tyche Wealth Partners LLC | 0.05% | New | 1,855 | $220K |
| Secured Retirement Advisors, LLC | 0.16% | New | 1,847 | $219K |
| Berger Financial Group, Inc | 0.02% | New | 1,837 | $218K |
| FDx Advisors, Inc. | 0.06% | Reduce -23.3% | 1,836 | $218K |
| Sequent Planning LLC | 0.07% | New | 1,814 | $216K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 1,812 | $215K |
| Monetary Management Group Inc. | 0.06% | No change | 1,800 | $214K |
| Harbour Trust & Investment Management Co | 0.02% | New | 1,800 | $214K |
| IMS Capital Management | 0.10% | New | 1,798 | $214K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 1,832 | $214K |
| WealthPLAN Partners, LLC | 0.03% | New | 1,794 | $213K |
| Conning Inc. | 0.01% | New | 1,794 | $213K |
| Sepio Capital, LP | 0.02% | New | 1,782 | $212K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -11.6% | 1,775 | $211K |
| SJS Investment Consulting Inc. | 0.04% | Add +10.6% | 1,769 | $210K |
| Prossimo Advisors, LLC | 0.15% | New | 1,765 | $210K |
| Savvy Advisors, Inc. | 0.04% | New | 1,761 | $209K |
| Stevens Capital Management LP | 0.03% | Reduce -21.7% | 1,758 | $209K |
| Waterloo Capital, L.P. | 0.02% | New | 1,754 | $208K |
| M&R Capital Management Inc. | 0.05% | Add +2.7% | 1,735 | $206K |
| First Affirmative Financial Network | 0.11% | New | 1,735 | $206K |
| Fort Point Capital Partners LLC | 0.03% | New | 1,729 | $206K |
| Quantum Portfolio Management LLC | 0.11% | New | 1,729 | $205K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,728 | $205K |
| MQS Management LLC | 0.11% | New | 1,725 | $205K |
| LBP Am SA | 0.00% | Reduce -83.9% | 1,724 | $205K |
| 1858 Wealth Management, LLC | 0.17% | Reduce -32.2% | 1,716 | $204K |
| Quad-Cities Investment Group, LLC | 0.10% | New | 1,708 | $203K |
| Royal Capital Wealth Management, LLC | 0.14% | New | 1,700 | $202K |
| Clare Market Investments LLC | 0.05% | New | 1,700 | $202K |
| Nvwm, LLC | 0.05% | Reduce -21.4% | 1,694 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +28.6% | 1,676 | $199K |
| Plato Investment Management Ltd | 0.02% | No change | 1,661 | $197K |
| CENTRAL TRUST Co | 0.00% | Add +0.1% | 1,648 | $196K |
| Tower View Wealth Management LLC | 0.11% | Add +0.7% | 1,632 | $194K |
| Security National Bank | 0.03% | No change | 1,619 | $192K |
| Smartleaf Asset Management LLC | 0.02% | Add +90.7% | 1,646 | $192K |
| Blue Trust, Inc. | 0.00% | Add +142.4% | 2,138 | $192K |
| First Financial Corp. | 0.09% | No change | 1,500 | $178K |
| Fourpath Capital Management, LLC | 0.03% | New | 1,500 | $178K |
| HHM Wealth Advisors, LLC | 0.02% | Add +15.8% | 1,462 | $174K |
| Addison Advisors LLC | 0.05% | Reduce -19.1% | 1,448 | $172K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.6% | 1,395 | $166K |
| Quadrant Capital Group LLC | 0.01% | Reduce -5.4% | 1,394 | $166K |
| NFSG Corp | 0.06% | Reduce -20.4% | 1,390 | $165K |
| Penserra Capital Management LLC | 0.00% | Add +1.2% | 1,391 | $164K |
| CI Investments Inc. | 0.00% | Reduce -1.5% | 1,369 | $163K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -20.2% | 1,354 | $161K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,350 | $160K |
| Silvant Capital Management LLC | 0.01% | No change | 1,292 | $154K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -0.6% | 1,275 | $152K |
| Sentry Investment Management LLC | 0.06% | No change | 1,268 | $151K |
| FinTrust Capital Advisors, LLC | 0.03% | No change | 1,240 | $147K |
| Peoples Bank | 0.10% | No change | 1,235 | $147K |
| Eagle Bay Advisors LLC | 0.05% | Add +0.6% | 1,156 | $138K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -28.8% | 1,162 | $138K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.4% | 1,149 | $137K |
| Tsfg, LLC | 0.03% | New | 1,124 | $134K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,100 | $131K |
| Muzinich & Co., Inc. | 0.10% | Add +30.8% | 1,087 | $129K |
| Thompson Investment Management, Inc. | 0.02% | No change | 1,064 | $126K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -53.4% | 1,049 | $125K |
| Lindbrook Capital, LLC | 0.01% | Add +13.8% | 1,032 | $123K |
| Sittner & Nelson, LLC | 0.05% | No change | 1,026 | $122K |
| Lazard Asset Management LLC | 0.00% | Reduce -52.6% | 1,007 | $119K |
| Hexagon Capital Partners LLC | 0.02% | No change | 1,000 | $119K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,000 | $119K |
| Clearstead Advisors, LLC | 0.00% | Add +1.6% | 967 | $115K |
| Rothschild Investment LLC | 0.01% | Add +3.1% | 964 | $115K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 956 | $114K |
| Sound Income Strategies, LLC | 0.01% | Add +0.1% | 920 | $109K |
| Sandy Spring Bank | 0.00% | Reduce -1.5% | 917 | $109K |
| Avion Wealth | 0.03% | Reduce -11.1% | 912 | $108K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | Add +25.7% | 880 | $105K |
| Loomis Sayles & Co. L P | 0.00% | Add +3253.8% | 872 | $104K |
| Sunbelt Securities, Inc. | 0.01% | Add +65.8% | 864 | $103K |
| Bay Harbor Wealth Management, LLC | 0.03% | Reduce -4.8% | 847 | $101K |
| Avior Wealth Management, LLC | 0.00% | Reduce -80.7% | 841 | $100K |
| Ascentis Wealth Management, LLC | 0.04% | — | 826 | $98K |
| Cromwell Holdings LLC | 0.06% | No change | 811 | $97K |
| Bank of New Hampshire | 0.02% | No change | 795 | $94K |
| Sawyer & Company, Inc | 0.03% | No change | 775 | $92K |
| Optimum Investment Advisors | 0.04% | No change | 750 | $89K |
| Abound Wealth Management | 0.03% | No change | 747 | $89K |
| Eastern Bank | 0.00% | New | 735 | $87K |
| Walleye Capital LLC | 0.00% | New | 730 | $87K |
| Halpern Financial, Inc. | 0.02% | Reduce -15.9% | 724 | $86K |
| True Wealth Design, LLC | 0.03% | Add +0.7% | 719 | $85K |
| Optiver Holding B.V. | 0.00% | New | 687 | $82K |
| Tobam | 0.01% | New | 679 | $81K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 670 | $80K |
| Valley National Advisers Inc. | 0.01% | Reduce -17.6% | 655 | $77K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -5.2% | 643 | $76K |
| FIL Ltd | 0.00% | New | 639 | $76K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.5% | 623 | $74K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 615 | $74K |
| Caitlin John, LLC | 0.05% | Add +1.2% | 605 | $70K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -3.6% | 589 | $70K |
| Financial Avengers, Inc. | 0.03% | Add +0.9% | 589 | $70K |
| North Star Investment Management Corp. | 0.00% | No change | 570 | $68K |
| Larson Financial Group LLC | 0.00% | Add +29.8% | 557 | $66K |
| Global X Japan Co., Ltd. | 0.01% | Reduce -21.8% | 548 | $65K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -22.3% | 539 | $64K |
| Elequin Capital, LP | 0.14% | Add +148.8% | 525 | $62K |
| Compass Wealth Management LLC | 0.01% | No change | 525 | $62K |
| Transcendent Capital Group LLC | 0.03% | No change | 510 | $61K |
| Alta Advisers Ltd | 0.03% | New | 500 | $59K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -36.3% | 500 | $59K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 500 | $59K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 500 | $59K |
| Quarry LP | 0.02% | Add +86.5% | 496 | $59K |
| Continuum Advisory, LLC | 0.01% | Add +6.0% | 511 | $58K |
| CVA Family Office, LLC | 0.01% | Add +1.1% | 473 | $56K |
| Hanson & Doremus Investment Management | 0.01% | No change | 475 | $56K |
| Dunhill Financial, LLC | 0.03% | Add +50.5% | 453 | $54K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 440 | $53K |
| AdvisorNet Financial, Inc | 0.00% | No change | 416 | $49K |
| Canton Hathaway, LLC | 0.01% | No change | 400 | $48K |
| Barrett & Company, Inc. | 0.02% | No change | 400 | $48K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 400 | $48K |
| AllSquare Wealth Management LLC | 0.03% | Reduce -16.0% | 395 | $47K |
| MeadowBrook Investment Advisors LLC | 0.04% | Reduce -33.3% | 390 | $46K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 355 | $45K |
| Main Street Group, LTD | 0.02% | Add +0.8% | 376 | $45K |
| Piscataqua Savings Bank | 0.04% | No change | 353 | $42K |
| WR Wealth Planners, LLC | 0.01% | Add +10.8% | 338 | $40K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +1.5% | 334 | $40K |
| Godsey & Gibb, Inc. | 0.00% | No change | 325 | $39K |
| Leonteq Securities AG | 0.00% | New | 309 | $37K |
| Capital Analysts, LLC | 0.00% | New | 300 | $36K |
| Teachers Insurance & Annuity Association of America | 0.05% | — | 300 | $36K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $36K |
| IAG Wealth Partners, LLC | 0.01% | No change | 295 | $35K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +2.5% | 291 | $35K |
| West Branch Capital LLC | 0.01% | New | 275 | $33K |
| Ashton Thomas Securities, LLC | 0.01% | New | 261 | $31K |
| Naples Money Management LLC | 0.03% | No change | 254 | $30K |
| Venturi Wealth Management, LLC | 0.00% | Add +0.8% | 251 | $30K |
| PFS Partners, LLC | 0.02% | No change | 250 | $30K |
| Beacon Capital Management, LLC | 0.00% | No change | 250 | $30K |
| Arax Advisory Partners | 0.00% | Add +1.2% | 244 | $29K |
| Quent Capital, LLC | 0.00% | No change | 240 | $29K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -8.8% | 229 | $27K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 205 | $24K |
| Covestor Ltd | 0.02% | Reduce -28.7% | 199 | $24K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 200 | $24K |
| Asset Dedication, LLC | 0.00% | Add +208.3% | 185 | $22K |
| Northwest Investment Counselors, LLC | 0.00% | New | 184 | $22K |
| Tucker Asset Management LLC | 0.01% | No change | 180 | $21K |
| Coston, McIsaac & Partners | 0.01% | Add +0.6% | 183 | $21K |
| Chesapeake Asset Management LLC | 0.02% | Add +2.9% | 175 | $21K |
| Rise Advisors, LLC | 0.01% | Reduce -11.6% | 175 | $21K |
| Hemington Wealth Management | 0.01% | New | 164 | $20K |
| Meeder Asset Management Inc. | 0.00% | Add +0.7% | 156 | $19K |
| GW&K Investment Management, LLC | 0.00% | Reduce -59.4% | 151 | $18K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 143 | $17K |
| Northwest Financial Advisors | 0.01% | New | 141 | $17K |
| Park Place Capital Corp | 0.00% | No change | 141 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.0% | 131 | $16K |
| Tidemark, LLC | 0.01% | No change | 125 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 123 | $15K |
| Oarsman Capital, Inc. | 0.00% | New | 119 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $13K |
| Planned Solutions, Inc. | 0.01% | New | 107 | $13K |
| MV Capital Management, Inc. | 0.00% | Add +1.0% | 101 | $12K |
| LRI Investments, LLC | 0.00% | No change | 106 | $12K |
| Hoese & Co LLP | 0.01% | No change | 100 | $12K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 100 | $12K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 100 | $12K |
| Red Tortoise LLC | 0.01% | No change | 94 | $11K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $10K |
| Manchester Capital Management LLC | 0.00% | No change | 78 | $9K |
| Planning Capital Management Corp | 0.01% | No change | 72 | $9K |
| Earned Wealth Advisors, LLC | 0.00% | New | 71 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | Reduce -33.3% | 58 | $7K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 41 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 39 | $5K |
| Global Financial Private Client, LLC | 0.00% | New | 37 | $4K |
| Grove Bank & Trust | 0.00% | New | 35 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 27 | $3K |
| Pineridge Advisors LLC | 0.00% | Reduce -16.1% | 26 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 26 | $3K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 25 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +18.8% | 19 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 15 | $2K |
| Aspect Partners, LLC | 0.00% | Add +7.7% | 14 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 11 | $1K |
| Riverview Trust Co | 0.00% | New | 8 | $951 |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -45.5% | 6 | $713 |
| TFC Financial Management, Inc. | 0.00% | No change | 6 | $713 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $595 |
| Tortoise Investment Management, LLC | 0.00% | No change | 5 | $594 |
| MCF Advisors LLC | 0.00% | No change | 4 | $479 |
| Colonial Trust Co / SC | 0.00% | New | 4 | $467 |
| PFG Private Wealth Management, LLC | 0.00% | No change | 3 | $365 |
| Crewe Advisors LLC | 0.00% | New | 3 | $357 |
| Reston Wealth Management LLC | 0.00% | New | 3 | $356 |
| Bokf, NA | 0.00% | No change | 3 | $355 |
| Private Wealth Management Group, LLC | 0.00% | New | 2 | $238 |
| WestEnd Advisors, LLC | 0.00% | New | 2 | $238 |
| Mendota Financial Group, LLC | 0.00% | New | 1 | $119 |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $119 |
| Key Financial Inc | 0.00% | No change | 1 | $119 |
| AlphaQuest LLC | 0.00% | New | 1 | $119 |
| Kozak & Associates, Inc. | 0.00% | Reduce -99.4% | 1 | $88 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.