Iron MountainIRM
13F holders, Q4 2024 (December 31)1,066holders +14
76new positions
107sold out
9famous investors
$105.12avg. 13F price*
At the end of Q4 2024, 1,066 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings, up 14 from Q3 2024. 76 opened new positions and 107 sold out. The largest holders were Vanguard Group Inc. ($4.9B), BlackRock, Inc. ($3.4B) and State Street Corp. ($1.8B). 9 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q4 2024)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $124.1M |
| Exits | 107 | $141.5M |
All 13F filers, Q3 2024 → Q4 2024: 11,738,929 shares bought and 17,308,245 shares sold, net −5,569,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,066 holders
| Vanguard Group Inc. | 0.09% | Add +0.0% | 46,605,170 | $4.9B |
| BlackRock, Inc. | 0.07% | Add +2.4% | 32,072,872 | $3.4B |
| State Street Corp. | 0.07% | Add +0.3% | 16,621,783 | $1.8B |
| Cohen & Steers, Inc. | 2.97% | Reduce -15.9% | 14,907,846 | $1.6B |
| Geode Capital Management, LLC | 0.06% | Reduce -4.2% | 7,912,109 | $832.9M |
| Northern Trust Corp. | 0.06% | Add +56.1% | 4,326,476 | $454.8M |
| Dimensional Fund Advisors LP | 0.11% | Add +0.4% | 4,219,263 | $443.5M |
| Capital World Investors | 0.06% | Reduce -7.3% | 3,817,417 | $401.2M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +2.7% | 3,478,790 | $365.7M |
| Morgan Stanley | 0.03% | Reduce -7.0% | 3,386,215 | $355.9M |
| Norges Bank | 0.05% | Add +1.0% | 3,313,186 | $348.2M |
| Deutsche Bank AG | 0.13% | Reduce -6.4% | 3,253,738 | $342.0M |
| Legal & General Group Plc | 0.09% | Reduce -9.3% | 3,182,440 | $334.5M |
| Daiwa Securities Group Inc. | 1.40% | Reduce -5.7% | 2,947,121 | $309.8M |
| Nuveen Asset Management, LLC | 0.08% | Add +39.0% | 2,548,970 | $267.9M |
| Invesco Ltd. | 0.05% | Add +17.2% | 2,482,820 | $261.0M |
| Pictet Asset Management Holding SA | 0.26% | Add +0.1% | 2,329,022 | $244.8M |
| Agf Management Ltd. | 1.12% | Reduce -4.1% | 2,133,904 | $224.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.1% | 2,034,912 | $213.9M |
| TD Asset Management Inc | 0.18% | Add +125.4% | 1,952,432 | $205.2M |
| Russell Investments Group, Ltd. | 0.27% | Reduce -11.0% | 1,855,832 | $195.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.9% | 1,750,066 | $183.9M |
| Centersquare Investment Management LLC | 1.89% | Reduce -2.3% | 1,706,252 | $179.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -6.2% | 1,590,370 | $167.3M |
| Wellington Management Group LLP | 0.03% | Reduce -35.3% | 1,547,708 | $162.7M |
| Bank of America Corp. | 0.01% | Add +17.3% | 1,478,520 | $155.4M |
| Amundi | 0.05% | Reduce -11.4% | 1,438,801 | $148.0M |
| Prudential Financial Inc. | 0.20% | Reduce -15.2% | 1,363,213 | $143.3M |
| Duff & Phelps Investment Management Co. | 1.57% | Add +0.5% | 1,246,311 | $131.0M |
| Point72 Asset Management | 0.35% | Add +439.8% | 1,200,660 | $126.2M |
| DekaBank Deutsche Girozentrale | 0.21% | No change | 1,122,500 | $116.3M |
| PGGM Investments | 1.52% | Add +0.1% | 1,084,387 | $114.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -18.8% | 1,061,207 | $111.5M |
| CIBC Private Wealth Group LLC | 0.19% | Reduce -0.9% | 1,016,176 | $104.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +1.1% | 910,723 | $95.7M |
| UBS Group AG | 0.02% | Reduce -14.9% | 903,264 | $94.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +7.0% | 877,238 | $92.2M |
| Sei Investments Co. | 0.11% | Reduce -7.5% | 848,367 | $89.2M |
| Swiss National Bank | 0.06% | Reduce -4.7% | 828,761 | $87.1M |
| Captrust Financial Advisors | 0.24% | Reduce -16.3% | 796,317 | $83.7M |
| Epoch Investment Partners, Inc. | 0.38% | Reduce -41.1% | 747,550 | $78.6M |
| HSBC Holdings PLC | 0.05% | Add +6.6% | 743,548 | $78.0M |
| Welch & Forbes LLC | 0.92% | Reduce -1.1% | 679,762 | $71.4M |
| Aew Capital Management L P | 3.45% | Add +55.6% | 678,887 | $71.4M |
| FMR LLC | 0.00% | Add +9.3% | 667,739 | $70.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +7.5% | 657,443 | $69.5M |
| Wells Fargo & Company | 0.02% | Reduce -5.6% | 660,778 | $69.5M |
| Rhumbline Advisers | 0.06% | Reduce -4.8% | 637,206 | $67.0M |
| Bank of Montreal | 0.03% | Reduce -1.3% | 630,709 | $66.3M |
| American Century Companies Inc. | 0.04% | Reduce -22.2% | 625,395 | $65.7M |
| Aberdeen Group plc | 0.12% | Add +0.6% | 630,036 | $65.4M |
| Citadel Advisors | 0.06% | Add +817.5% | 604,340 | $63.5M |
| LPL Financial LLC | 0.02% | Reduce -3.7% | 568,835 | $59.8M |
| Asset Management One Co., Ltd. | 0.20% | Reduce -1.4% | 562,541 | $58.9M |
| Alliancebernstein L.P. | 0.02% | Reduce -8.8% | 555,832 | $58.4M |
| CBRE Investment Management Listed Real Assets LLC | 1.01% | Add +158.3% | 541,028 | $56.9M |
| Raymond James Financial Inc. | 0.02% | — | 525,841 | $55.3M |
| Neuberger Berman Group LLC | 0.04% | Reduce -21.1% | 515,234 | $54.2M |
| APG Asset Management US Inc. | 0.41% | Add +7.1% | 514,208 | $54.0M |
| Royal Bank of Canada | 0.01% | Add +1.5% | 500,617 | $52.6M |
| BNP Paribas Financial Markets | 0.04% | Reduce -4.3% | 497,147 | $52.3M |
| California Public Employees Retirement System | 0.03% | Reduce -5.2% | 496,456 | $52.2M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +4.0% | 474,591 | $49.9M |
| Border to Coast Pensions Partnership Ltd | 0.95% | Reduce -3.2% | 460,000 | $48.3M |
| Cookson Peirce & Co. Inc. | 2.17% | Reduce -1.1% | 454,552 | $47.8M |
| Adelante Capital Management LLC | 3.09% | Add +12.3% | 445,897 | $46.9M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +3.6% | 435,397 | $45.7M |
| California State Teachers Retirement System | 0.05% | Reduce -7.6% | 434,493 | $45.7M |
| Aviva PLC | 0.12% | Reduce -1.9% | 429,473 | $45.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -86.6% | 426,223 | $44.8M |
| Intech Investment Management LLC | 0.43% | Add +100.0% | 420,200 | $44.2M |
| Principal Financial Group Inc. | 0.02% | Add +17.9% | 415,368 | $43.7M |
| Barclays PLC | 0.02% | Reduce -31.4% | 405,421 | $42.6M |
| National Pension Service | 0.04% | Reduce -12.3% | 402,813 | $42.3M |
| KBC Group NV | 0.12% | Add +31.7% | 402,261 | $42.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | — | 377,576 | $39.7M |
| Eventide Asset Management, LLC | 0.72% | Add +8.7% | 373,863 | $39.3M |
| Balyasny Asset Management L.P. | 0.09% | Add +5098.0% | 366,668 | $38.5M |
| Marble Harbor Investment Counsel, LLC | 4.02% | Reduce -1.0% | 346,570 | $36.4M |
| Blair William & Co. | 0.10% | Add +0.2% | 334,522 | $35.2M |
| Adell Harriman & Carpenter Inc. | 2.41% | Add +0.4% | 329,829 | $34.7M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -46.1% | 312,873 | $32.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Reduce -4.7% | 294,679 | $31.0M |
| State Board of Administration of Florida Retirement System | 0.06% | Reduce -0.4% | 289,226 | $30.4M |
| Swedbank AB | 0.04% | Add +26.7% | 288,938 | $30.4M |
| Stifel Financial Corp. | 0.03% | Reduce -3.6% | 269,834 | $28.4M |
| New York State Teachers Retirement System | 0.06% | Reduce -3.3% | 252,631 | $26.6M |
| Macquarie Group Ltd. | 0.03% | Reduce -9.2% | 258,972 | $26.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -46.1% | 245,463 | $25.8M |
| Waterfront Capital Partners, LLC | 4.67% | Reduce -1.1% | 237,847 | $25.0M |
| Schonfeld Strategic Advisors LLC | 0.16% | Add +1475.6% | 235,628 | $24.8M |
| Andra AP-fonden | 0.39% | Add +0.9% | 234,000 | $24.6M |
| Retirement Systems of Alabama | 0.09% | Add +0.1% | 233,176 | $24.5M |
| Ensign Peak Advisors, Inc | 0.04% | Add +3.5% | 232,200 | $24.4M |
| Regions Financial Corp. | 0.18% | Add +5.6% | 230,776 | $24.3M |
| Credit Agricole S A | 0.08% | Add +23.0% | 229,068 | $24.1M |
| Public Sector Pension Investment Board | 0.10% | Add +340.4% | 225,181 | $23.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.1% | 225,063 | $23.7M |
| Man Group plc | 0.07% | Add +287.7% | 220,738 | $23.2M |
| First Trust Advisors LP | 0.02% | Reduce -12.6% | 219,258 | $23.0M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -79.7% | 217,268 | $22.8M |
| Corient Private Wealth LP | 0.04% | Reduce -2.7% | 216,142 | $22.7M |
| United Bank | 2.68% | Reduce -2.0% | 214,088 | $22.5M |
| Pacer Advisors, Inc. | 0.05% | Add +6.8% | 211,544 | $22.2M |
| Handelsbanken Fonder AB | 0.08% | Add +1.2% | 209,970 | $22.1M |
| Moran Wealth Management, LLC | 0.70% | Reduce -2.9% | 209,019 | $22.0M |
| AQR Capital Management | 0.03% | Add +24.5% | 203,864 | $21.2M |
| Storebrand Asset Management As | 0.06% | Add +24.7% | 200,692 | $21.1M |
| Natixis Advisors, LLC | 0.04% | Reduce -0.5% | 200,514 | $21.1M |
| Korea Investment CORP | 0.05% | Add +84.1% | 198,842 | $20.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.08% | — | 194,406 | $20.4M |
| Knights of Columbus Asset Advisors LLC | 1.33% | Add +5.5% | 191,305 | $20.1M |
| New York State Common Retirement Fund | 0.03% | Reduce -5.1% | 190,474 | $20.0M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -10.2% | 188,305 | $19.8M |
| ExodusPoint Capital Management, LP | 0.20% | New | 186,499 | $19.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Reduce -0.2% | 184,413 | $19.4M |
| United Capital Financial Advisors, LLC | 0.16% | Add +1.1% | 182,801 | $19.2M |
| State of Wisconsin Investment Board | 0.05% | Reduce -4.3% | 178,628 | $18.8M |
| State of Alaska, Department of Revenue | 0.20% | Add +0.5% | 174,102 | $18.3M |
| CHURCHILL MANAGEMENT Corp | 0.20% | Add +0.3% | 173,539 | $18.2M |
| Citigroup Inc. | 0.02% | Reduce -36.3% | 170,868 | $18.0M |
| Susquehanna International Group, LLP | 0.03% | Add +10.4% | 169,106 | $17.8M |
| Resona Asset Management Co.,Ltd. | 0.10% | Add +1.4% | 165,505 | $17.3M |
| Dana Investment Advisors, Inc. | 0.57% | Reduce -4.0% | 164,304 | $17.3M |
| Cibc World Market Inc. | 0.04% | Reduce -8.2% | 164,282 | $17.3M |
| Danske Bank A/S | 0.05% | Add +17.9% | 162,950 | $17.1M |
| Toronto Dominion Bank | 0.03% | Add +8.8% | 158,877 | $16.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Add +36.9% | 157,117 | $16.5M |
| Burney Co./ | 0.57% | Add +0.3% | 154,275 | $16.2M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -2.1% | 153,995 | $16.2M |
| APG Asset Management N.V. | 0.04% | New | 159,200 | $16.2M |
| Cetera Investment Advisers | 0.03% | Reduce -10.6% | 153,035 | $16.1M |
| Heitman Real Estate Securities LLC | 1.03% | Reduce -75.1% | 151,684 | $15.9M |
| National Bank of Canada | 0.02% | Reduce -10.1% | 151,618 | $15.9M |
| QRG Capital Management, Inc. | 0.16% | Reduce -0.9% | 148,004 | $15.6M |
| TCV Trust & Wealth Management, Inc. | 1.42% | Reduce -4.4% | 145,731 | $15.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -1.1% | 144,111 | $15.1M |
| Polar Asset Management Partners Inc. | 0.29% | Add +227.6% | 141,500 | $14.9M |
| Voya Investment Management LLC | 0.02% | Reduce -8.6% | 137,341 | $14.4M |
| Royal London Asset Management Ltd. | 0.04% | Add +5.4% | 136,826 | $14.4M |
| Qube Research & Technologies Ltd | 0.02% | New | 136,332 | $14.3M |
| Cibc World Markets Corp. | 0.08% | Add +12.3% | 131,714 | $13.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -18.8% | 131,522 | $13.8M |
| Treasurer of the State of North Carolina | 0.05% | Add +0.5% | 131,490 | $13.8M |
| STRS Ohio | 0.05% | Add +58.3% | 131,100 | $13.8M |
| Ar Asset Management Inc. | 3.14% | No change | 130,600 | $13.7M |
| Employees Retirement System of Texas | 0.14% | Add +28.6% | 130,500 | $13.7M |
| Vert Asset Management LLC | 4.65% | Add +7.8% | 129,266 | $13.6M |
| Mutual Advisors, LLC | 0.39% | Reduce -2.4% | 120,845 | $13.3M |
| Franklin Resources Inc. | 0.00% | Add +3.1% | 124,916 | $13.1M |
| Brookstone Capital Management | 0.19% | Add +33.8% | 122,859 | $12.9M |
| IFM Investors Pty Ltd | 0.13% | Reduce -4.1% | 122,823 | $12.9M |
| Focus Partners Wealth | 0.03% | Add +270.0% | 122,285 | $12.9M |
| Sargent Investment Group, LLC | 2.10% | Reduce -1.6% | 125,638 | $12.8M |
| Pinebridge Investments, L.P. | 0.09% | Reduce -24.8% | 119,255 | $12.5M |
| Nippon Life Global Investors Americas, Inc. | 0.57% | Reduce -30.4% | 117,000 | $12.4M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -6.0% | 121,255 | $12.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -3.0% | 117,262 | $12.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +65.4% | 113,596 | $12.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.1% | 114,222 | $12.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -35.3% | 114,152 | $12.0M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -12.1% | 112,818 | $11.9M |
| U.S. Capital Wealth Advisors, LLC | 0.37% | Add +1453.1% | 113,002 | $11.9M |
| Sheaff Brock Investment Advisors, LLC | 1.03% | Reduce -4.8% | 112,159 | $11.8M |
| UniSuper Management Pty Ltd | 0.08% | Add +5.2% | 109,465 | $11.5M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 106,082 | $11.2M |
| Chicago Capital, LLC | 0.29% | Add +0.0% | 103,077 | $10.8M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -6.1% | 102,163 | $10.7M |
| Oddo BHF Asset Management Sas | 0.54% | Add +18.5% | 101,766 | $10.7M |
| Tectonic Advisors LLC | 0.69% | Add +4.5% | 100,207 | $10.5M |
| Creative Planning | 0.01% | Add +0.4% | 99,331 | $10.4M |
| Xponance LLC | 0.09% | Add +2.9% | 98,398 | $10.3M |
| KLP Kapitalforvaltning As | 0.05% | — | 97,216 | $10.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -6.5% | 97,103 | $10.2M |
| Private Advisor Group, LLC | 0.06% | Add +2.2% | 95,080 | $10.0M |
| MetLife Investment Management, LLC | 0.05% | Add +0.9% | 93,569 | $9.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.10% | Add +9.3% | 92,570 | $9.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +4.9% | 92,363 | $9.7M |
| Voloridge Investment Management, LLC | 0.03% | Add +111.7% | 91,573 | $9.6M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -4.4% | 90,451 | $9.5M |
| Baron Capital (BAMCO) | 0.02% | Reduce -43.4% | 90,138 | $9.5M |
| Varma Mutual Pension Insurance Co | 0.07% | Reduce -20.0% | 88,538 | $9.3M |
| Foresight Capital Management Advisors, Inc. | 5.38% | Reduce -8.2% | 87,303 | $9.2M |
| M&T Bank Corp | 0.03% | Reduce -1.3% | 87,062 | $9.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +37.3% | 86,955 | $9.1M |
| Gotham Asset Management | 0.09% | Add +6.3% | 86,557 | $9.1M |
| Concentric Capital Strategies, LP | 0.57% | Add +110.9% | 86,377 | $9.1M |
| Erste Asset Management GmbH | 0.11% | Add +6.4% | 86,600 | $9.1M |
| Vestcor Inc | 0.30% | Reduce -0.5% | 85,799 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -34.8% | 85,544 | $9.0M |
| Arizona State Retirement System | 0.05% | Add +1.4% | 85,199 | $9.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +3163.5% | 84,198 | $8.9M |
| MML Investors Services, LLC | 0.03% | Reduce -9.1% | 82,351 | $8.7M |
| Edgestream Partners, L.P. | 0.37% | Add +244.2% | 81,648 | $8.6M |
| Parallax Volatility Advisers, L.P. | 0.22% | Add +80.7% | 80,698 | $8.5M |
| Capital Fund Management S.A. | 0.08% | New | 80,106 | $8.4M |
| State of Michigan Retirement System | 0.04% | Reduce -0.3% | 79,646 | $8.4M |
| Salem Investment Counselors Inc. | 0.27% | Reduce -11.7% | 78,604 | $8.3M |
| Sonora Investment Management Group, LLC | 0.64% | Reduce -4.7% | 78,168 | $8.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.23% | Add +5.6% | 77,831 | $8.2M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +2.1% | 77,708 | $8.1M |
| Candriam S.C.A. | 0.05% | Add +207.9% | 77,097 | $8.1M |
| Corebridge Financial, Inc. | 0.04% | Add +0.7% | 76,267 | $8.0M |
| MinichMacGregor Wealth Management, LLC | 1.61% | Reduce -2.8% | 73,663 | $7.7M |
| Assetmark, Inc. | 0.02% | Add +50.9% | 73,214 | $7.7M |
| Wealthfront Advisers LLC | 0.02% | Add +4.9% | 72,396 | $7.6M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -4.9% | 71,623 | $7.5M |
| Hennion & Walsh Asset Management, Inc. | 0.33% | Reduce -7.0% | 69,845 | $7.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -8.0% | 69,435 | $7.3M |
| Nia Impact Advisors, LLC | 2.37% | Reduce -0.7% | 69,233 | $7.3M |
| American Trust Investment Advisors, LLC | 2.92% | Add +2.7% | 67,824 | $7.1M |
| Allworth Financial LP | 0.04% | Add +1.9% | 64,350 | $7.1M |
| Advisors Asset Management, Inc. | 0.13% | Add +3.8% | 65,760 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Add +1.3% | 65,506 | $6.9M |
| Moors & Cabot, Inc. | 0.33% | Reduce -2.6% | 65,035 | $6.8M |
| First National Trust Co | 0.26% | Reduce -5.6% | 64,779 | $6.8M |
| Woodstock Corp. | 0.65% | Reduce -4.3% | 64,646 | $6.8M |
| Prudential PLC | 0.03% | Reduce -18.4% | 63,691 | $6.7M |
| Czech National Bank | 0.06% | Add +6.5% | 63,628 | $6.7M |
| Quantitative Investment Management, LLC | 0.50% | New | 63,416 | $6.7M |
| Forsta Ap-Fonden | 0.05% | Reduce -3.5% | 62,900 | $6.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 62,500 | $6.6M |
| Ethic Inc. | 0.13% | Add +26.9% | 60,582 | $6.4M |
| USS Investment Management Ltd | 0.05% | Reduce -27.4% | 59,702 | $6.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -0.1% | 59,846 | $6.2M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -3.9% | 58,536 | $6.2M |
| Amalgamated Bank | 0.05% | Reduce -2.2% | 58,514 | $6.2M |
| Oliver Luxxe Assets LLC | 1.11% | No change | 51,469 | $6.1M |
| Crossmark Global Holdings, Inc. | 0.11% | Reduce -1.1% | 57,606 | $6.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.2% | 57,194 | $6.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +14.8% | 56,173 | $5.9M |
| Mizuho Markets Americas LLC | 0.11% | New | 55,775 | $5.9M |
| New Age Alpha Advisors, LLC | 0.24% | New | 55,728 | $5.9M |
| Van Eck Associates Corp. | 0.01% | Add +10.2% | 55,571 | $5.8M |
| ProShare Advisors LLC | 0.01% | Add +7.3% | 53,429 | $5.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +37.9% | 53,084 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 53,081 | $5.6M |
| DNB Asset Management AS | 0.02% | Add +5.9% | 52,585 | $5.5M |
| Promethos Capital, LLC | 1.93% | Add +3.5% | 52,122 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.7% | 51,874 | $5.5M |
| Werlinich Asset Management, LLC | 3.12% | Reduce -0.1% | 51,687 | $5.4M |
| One Capital Management, LLC | 0.18% | Reduce -15.3% | 50,394 | $5.3M |
| Mariner, LLC | 0.01% | Add +6.8% | 49,834 | $5.2M |
| Yousif Capital Management, LLC | 0.06% | Add +5.3% | 49,352 | $5.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -3.6% | 49,053 | $5.2M |
| FORA Capital, LLC | 0.59% | New | 48,826 | $5.1M |
| Utah Retirement Systems | 0.06% | Add +0.2% | 48,214 | $5.1M |
| Bank of Nova Scotia | 0.01% | Add +26.9% | 47,633 | $5.0M |
| RB Capital Management, LLC | 1.19% | Add +0.3% | 46,340 | $4.9M |
| WealthTrust Axiom LLC | 1.45% | Reduce -4.4% | 46,279 | $4.9M |
| Quantbot Technologies LP | 0.18% | Add +820.8% | 45,922 | $4.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +7.9% | 46,134 | $4.8M |
| CIBC Asset Management Inc | 0.02% | Add +4.5% | 44,952 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -32.8% | 44,751 | $4.7M |
| Trinity Legacy Partners, LLC | 1.20% | Add +4.8% | 44,469 | $4.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -18.5% | 44,058 | $4.6M |
| Verition Fund Management LLC | 0.02% | New | 43,941 | $4.6M |
| Catalyst Capital Advisors LLC | 0.10% | Reduce -2.9% | 43,825 | $4.6M |
| New York Life Investment Management LLC | 0.04% | Add +0.5% | 43,791 | $4.6M |
| Nomura Holdings Inc. | 0.02% | Add +88.7% | 43,734 | $4.6M |
| Achmea Investment Management B.V. | 0.07% | Add +15.5% | 42,770 | $4.5M |
| Pensionfund PDN | 2.78% | Reduce -26.1% | 42,500 | $4.5M |
| Venture Visionary Partners LLC | 0.19% | Add +126.0% | 42,457 | $4.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | — | 42,359 | $4.5M |
| Holderness Investments Co. | 0.98% | Reduce -2.1% | 42,097 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -15.0% | 41,472 | $4.4M |
| Spirit of America Management Corp. | 0.88% | Add +7.4% | 41,350 | $4.3M |
| Shelton Capital Management | 0.11% | Add +0.7% | 40,663 | $4.3M |
| Chapin Davis, Inc. | 1.35% | No change | 34,819 | $4.1M |
| Independent Advisor Alliance | 0.05% | Reduce -1.4% | 39,310 | $4.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -7.4% | 38,608 | $4.1M |
| Vectors Research Management, LLC | 1.38% | Reduce -11.5% | 38,453 | $4.0M |
| Swiss Life Asset Management Ltd | 0.03% | Add +75.4% | 38,021 | $4.0M |
| Raiffeisen Bank International AG | 0.06% | — | 38,143 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +8.0% | 37,519 | $3.9M |
| ING Groep NV | 0.03% | Reduce -4.5% | 37,481 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -42.7% | 37,357 | $3.9M |
| Engineers Gate Manager LP | 0.07% | New | 36,987 | $3.9M |
| Shell Asset Management Co. | 0.17% | Reduce -9.6% | 36,844 | $3.9M |
| Jump Financial, LLC | 0.08% | Add +764.6% | 36,486 | $3.8M |
| Teacher Retirement System of Texas | 0.01% | Add +1736.4% | 36,049 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.7% | 35,154 | $3.7M |
| Cyndeo Wealth Partners, LLC | 0.25% | Reduce 0.0% | 35,086 | $3.7M |
| Squarepoint Ops LLC | 0.01% | Add +3.2% | 35,048 | $3.7M |
| Investor's Fiduciary Advisor Network, LLC | 1.40% | — | 34,675 | $3.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.8% | 34,433 | $3.6M |
| Cerity Partners LLC | 0.01% | Add +11.8% | 32,836 | $3.6M |
| Lee Danner & Bass Inc. | 0.29% | Add +36.7% | 34,450 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +25.5% | 34,410 | $3.6M |
| Hourglass Capital, LLC | 0.97% | Reduce -2.5% | 33,430 | $3.5M |
| Azimuth Capital Investment Management LLC | 0.14% | Reduce -45.1% | 33,370 | $3.5M |
| Ranch Capital Advisors Inc. | 1.65% | Reduce -1.3% | 33,063 | $3.5M |
| Smithfield Trust Co | 0.17% | Add +0.0% | 33,016 | $3.5M |
| CW Advisors, LLC | 0.05% | Reduce -39.4% | 32,906 | $3.5M |
| Horizon Kinetics Asset Management LLC | 0.04% | Reduce -4.5% | 32,900 | $3.5M |
| Terra Nova Asset Management LLC | 2.63% | Add +0.6% | 32,890 | $3.5M |
| TD Waterhouse Canada Inc. | 0.03% | Add +17.8% | 32,734 | $3.4M |
| Bessemer Group Inc. | 0.01% | Reduce -1.8% | 32,726 | $3.4M |
| Centiva Capital, LP | 0.13% | Add +16.3% | 32,711 | $3.4M |
| James Hambro & Partners LLP | 0.13% | Reduce -69.0% | 32,485 | $3.4M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.7% | 31,192 | $3.3M |
| Investment Management Corp of Ontario | 0.11% | Reduce -15.7% | 30,944 | $3.3M |
| Siemens Fonds Invest GmbH | 0.34% | Reduce -6.5% | 31,353 | $3.3M |
| Laurion Capital Management LP | 0.21% | Reduce -16.5% | 30,626 | $3.2M |
| Elo Mutual Pension Insurance Co | 0.07% | Add +17.4% | 30,387 | $3.2M |
| Dumont & Blake Investment Advisors LLC | 0.85% | Reduce -0.6% | 30,304 | $3.2M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 30,171 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -23.8% | 29,978 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Add +10.3% | 29,523 | $3.1M |
| Courier Capital LLC | 0.21% | Reduce -25.7% | 29,502 | $3.1M |
| Millennium Management | 0.00% | Reduce -77.4% | 29,213 | $3.1M |
| Sage Capital Management, LLC | 1.55% | Reduce -2.8% | 29,192 | $3.1M |
| CHB Investment Group, LLC | 1.64% | Reduce -2.0% | 28,818 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.2% | 28,618 | $3.0M |
| Triasima Portfolio Management inc. | 0.58% | New | 28,540 | $3.0M |
| Advisory Services Network, LLC | 0.06% | Add +5.9% | 28,296 | $3.0M |
| Mizuho Securities USA LLC | 0.05% | Add +46.2% | 27,813 | $2.9M |
| Nordea Investment Management AB | 0.00% | Add +2.5% | 27,961 | $2.9M |
| CoreCap Advisors, LLC | 0.13% | Reduce -24.1% | 27,654 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.19% | New | 27,604 | $2.9M |
| Morse Asset Management, Inc | 0.67% | Reduce -1.8% | 27,510 | $2.9M |
| GeoWealth Management, LLC | 0.09% | Add +25.3% | 27,229 | $2.9M |
| Lido Advisors, LLC | 0.02% | Reduce -71.4% | 26,288 | $2.8M |
| Norinchukin Bank, The | 0.06% | Add +3.2% | 26,091 | $2.7M |
| GSI Capital Advisors LLC | 1.45% | Reduce -26.1% | 26,029 | $2.7M |
| Stock Yards Bank & Trust Co. | 0.09% | Reduce -5.3% | 25,811 | $2.7M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -2.2% | 25,795 | $2.7M |
| PFG Investments, LLC | 0.17% | Add +4.6% | 25,602 | $2.7M |
| DAVENPORT & Co LLC | 0.02% | Add +3.0% | 25,466 | $2.7M |
| CoreFirst Bank & Trust | 1.57% | Reduce -5.4% | 25,174 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.4% | 25,159 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.2% | 25,089 | $2.6M |
| Ellsworth Advisors, LLC | 0.69% | Add +1.4% | 24,978 | $2.6M |
| TFG Advisers LLC | 0.94% | Add +2.0% | 24,754 | $2.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +7.2% | 24,698 | $2.6M |
| Gables Capital Management Inc. | 1.25% | Add +0.2% | 24,642 | $2.6M |
| Mgo One Seven LLC | 0.10% | Add +121.2% | 24,530 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +14.0% | 24,473 | $2.6M |
| Alberta Investment Management Corp | 0.02% | Reduce -36.1% | 24,400 | $2.6M |
| Madison Asset Management, LLC | 0.03% | No change | 24,369 | $2.6M |
| Madison Investment Advisors, LLC | 0.03% | — | 24,369 | $2.6M |
| Moody National Bank Trust Division | 0.26% | Reduce -8.4% | 23,928 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +4.1% | 23,856 | $2.5M |
| Sippican Capital Advisors | 1.82% | Reduce -4.3% | 23,762 | $2.5M |
| F/m Investments LLC | 0.09% | Add +22.5% | 23,437 | $2.5M |
| Nepsis Inc. | 0.61% | Reduce -50.0% | 48,314 | $2.4M |
| Tredje AP-fonden | 0.02% | Reduce -50.0% | 23,057 | $2.4M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -1.1% | 22,829 | $2.4M |
| US Bancorp \de | 0.00% | Reduce -0.7% | 22,752 | $2.4M |
| Ancora Advisors LLC | 0.05% | Reduce -1.7% | 22,740 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | Reduce -2.9% | 22,339 | $2.3M |
| Pensionfund Sabic | 0.62% | Reduce -3.0% | 22,300 | $2.3M |
| Heritage Trust Co | 0.27% | — | 22,155 | $2.3M |
| Acadian Asset Management LLC | 0.01% | Reduce -96.1% | 22,027 | $2.3M |
| Fiduciary Trust Co | 0.03% | No change | 21,722 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -0.7% | 21,660 | $2.3M |
| Dorsey Wright & Associates | 0.54% | Reduce -1.4% | 21,641 | $2.3M |
| Guggenheim Capital LLC | 0.02% | Reduce -77.0% | 21,618 | $2.3M |
| Cascade Investment Group, Inc. | 1.62% | Reduce -3.9% | 21,560 | $2.3M |
| Kentucky Trust Co | 1.33% | — | 21,490 | $2.3M |
| KCM Investment Advisors LLC | 0.08% | Reduce -1.1% | 21,310 | $2.2M |
| Quantinno Capital Management LP | 0.02% | Add +35.7% | 21,135 | $2.2M |
| DoubleLine ETF Adviser LP | 0.60% | Add +0.5% | 21,064 | $2.2M |
| Fifth Third Bancorp | 0.01% | Reduce -12.2% | 20,810 | $2.2M |
| Tyler-Stone Wealth Management | 0.39% | Reduce -23.1% | 20,665 | $2.2M |
| Praxis Investment Management Inc. | 0.14% | Add +136.3% | 20,490 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 20,469 | $2.2M |
| Kentucky Retirement Systems | 0.06% | Reduce -1.4% | 20,158 | $2.1M |
| Naviter Wealth, LLC | 0.26% | Add +14.5% | 20,016 | $2.1M |
| Safe Harbor Fiduciary, LLC | 2.16% | Reduce -2.0% | 20,137 | $2.1M |
| Brown Advisory Inc. | 0.00% | Add +59.2% | 19,997 | $2.1M |
| Twin Tree Management, LP | 0.05% | Reduce -92.7% | 19,989 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -57.9% | 19,966 | $2.1M |
| Eagle Ridge Investment Management | 0.18% | No change | 19,702 | $2.1M |
| Commerce Bank | 0.01% | Reduce -0.6% | 19,654 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -58.8% | 19,167 | $2.0M |
| Wolverine Asset Management LLC | 0.15% | Reduce -9.5% | 18,897 | $2.0M |
| Symphony Financial, Ltd. Co. | 0.31% | Add +1.3% | 17,799 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +39.4% | 18,413 | $1.9M |
| Marshall Wace, LLP | 0.00% | New | 18,374 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -5.8% | 18,220 | $1.9M |
| Hartford Investment Management Co. | 0.06% | Reduce -2.4% | 18,186 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -72.1% | 18,063 | $1.9M |
| Trust Investment Advisors | 1.22% | Add +11.4% | 18,163 | $1.9M |
| Highline Wealth Partners LLC | 0.62% | Reduce -1.5% | 18,117 | $1.9M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -21.3% | 18,092 | $1.9M |
| HighPoint Advisor Group LLC | 0.10% | Reduce -4.3% | 17,740 | $1.9M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | No change | 17,827 | $1.9M |
| Woodline Partners LP | 0.01% | New | 17,549 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +26.2% | 17,416 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -15.2% | 17,348 | $1.8M |
| Zacks Investment Management | 0.02% | Add +3.2% | 17,148 | $1.8M |
| King Luther Capital Management Corp. | 0.01% | Reduce -1.0% | 17,041 | $1.8M |
| Ieq Capital, LLC | 0.02% | Reduce -8.7% | 16,960 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -39.4% | 16,806 | $1.8M |
| Claro Advisors Inc. | 0.24% | Reduce -0.7% | 16,598 | $1.7M |
| Community Bank of Raymore | 1.36% | Add +11.3% | 16,496 | $1.7M |
| NEOS Investment Management LLC | 0.04% | Add +30.3% | 16,027 | $1.7M |
| Green Alpha Advisors, LLC | 1.35% | Reduce -35.5% | 15,971 | $1.7M |
| Ossiam | 0.03% | Reduce -1.1% | 15,892 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.2% | 15,800 | $1.7M |
| Railway Pension Investments Ltd | 0.02% | Reduce -89.3% | 15,800 | $1.7M |
| Securian Asset Management, Inc. | 0.05% | Reduce -2.6% | 15,771 | $1.7M |
| Independent Financial Group, LLC | 0.05% | Add +12.8% | 15,733 | $1.7M |
| Burling Wealth Partners, LLC | 0.34% | — | 15,705 | $1.7M |
| ORG Partners LLC | 0.23% | Add +178.6% | 15,609 | $1.6M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -6.8% | 15,545 | $1.6M |
| Spire Wealth Management | 0.05% | Add +17.6% | 15,374 | $1.6M |
| Choreo, LLC | 0.02% | Reduce -4.7% | 15,066 | $1.6M |
| Merit Financial Group, LLC | 0.03% | Add +91.5% | 14,933 | $1.6M |
| Tidal Investments LLC | 0.01% | Reduce -27.3% | 14,931 | $1.6M |
| Denali Advisors LLC | 0.16% | Add +1.3% | 14,699 | $1.5M |
| Corrado Advisors, LLC | 1.00% | Reduce -32.0% | 14,541 | $1.5M |
| Beacon Financial Advisory LLC | 0.49% | Reduce -0.8% | 14,464 | $1.5M |
| Prana Capital Management, LP | 0.07% | Reduce -82.7% | 14,434 | $1.5M |
| Truvestments Capital LLC | 0.39% | Add +1.0% | 14,416 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -6.9% | 14,378 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -23.2% | 14,373 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.20% | Reduce -9.9% | 14,336 | $1.5M |
| Comprehensive Money Management Services LLC | 1.24% | — | 14,263 | $1.5M |
| RFG Advisory, LLC | 0.04% | Reduce -3.8% | 14,178 | $1.5M |
| Reik & Co., LLC | 0.36% | No change | 14,080 | $1.5M |
| Colonial River Investments, LLC | 0.71% | Add +55.4% | 14,018 | $1.5M |
| Inspire Trust Co, N.A. | 0.38% | Reduce -12.5% | 14,000 | $1.5M |
| Herbst Group, LLC | 0.92% | Reduce -1.6% | 13,975 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -2.8% | 13,940 | $1.5M |
| Coppell Advisory Solutions LLC | 0.20% | Add +1.9% | 14,026 | $1.5M |
| Creekmur Asset Management LLC | 0.33% | Reduce -21.0% | 13,814 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -12.4% | 13,628 | $1.4M |
| E. Ohman J:or Asset Management AB | 0.03% | Add +11.9% | 13,603 | $1.4M |
| CWA Asset Management Group, LLC | 0.07% | Add +572.0% | 13,568 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Add +0.6% | 13,545 | $1.4M |
| Delphi Management Inc. | 1.37% | Reduce -0.8% | 13,511 | $1.4M |
| Roman Butler Fullerton & Co. | 0.45% | Reduce -2.4% | 13,650 | $1.4M |
| Genesee Capital Advisors, LLC | 0.65% | Reduce -0.7% | 13,389 | $1.4M |
| Metis Global Partners, LLC | 0.04% | Reduce -2.6% | 13,345 | $1.4M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -21.6% | 13,313 | $1.4M |
| Royal Fund Management, LLC | 0.15% | Reduce -49.4% | 13,177 | $1.4M |
| WealthBridge Capital Management, LLC | 0.38% | Add +2.5% | 13,181 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | Add +1.6% | 13,054 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -32.3% | 12,986 | $1.4M |
| MAI Capital Management | 0.01% | Add +0.0% | 12,870 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.08% | Reduce -3.0% | 12,293 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -46.5% | 12,833 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.3% | 12,711 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.0% | 12,677 | $1.3M |
| Pathway Financial Advisers, LLC | 0.45% | Reduce -0.8% | 12,619 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Add +5.6% | 12,555 | $1.3M |
| Principal Securities, Inc. | 0.03% | Reduce -1.1% | 12,542 | $1.3M |
| Cary Street Partners Financial LLC | 0.04% | — | 12,441 | $1.3M |
| HM Payson & Co. | 0.02% | No change | 12,261 | $1.3M |
| Widmann Financial Services, Inc. | 0.99% | Reduce -8.8% | 12,194 | $1.3M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +20.5% | 12,192 | $1.3M |
| Kintegral Advisory, LLC | 0.12% | Reduce -4.5% | 11,955 | $1.3M |
| Segall Bryant & Hamill, LLC | 0.02% | No change | 12,009 | $1.3M |
| Quadrature Capital Ltd | 0.03% | New | 11,991 | $1.3M |
| Lombard Odier Asset Management (Switzerland) SA | 0.09% | Add +4.1% | 11,965 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +0.0% | 11,797 | $1.2M |
| Csenge Advisory Group | 0.07% | Add +5.1% | 11,874 | $1.2M |
| Kessler Investment Group, LLC | 0.59% | Reduce -4.0% | 11,794 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -22.4% | 11,768 | $1.2M |
| One Charles Private Wealth Services, LLC | 0.42% | Add +1.0% | 11,760 | $1.2M |
| Hancock Whitney Corp. | 0.04% | Add +0.5% | 11,757 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +3.5% | 11,730 | $1.2M |
| Delta Capital Management LLC | 0.71% | Reduce -1.7% | 11,610 | $1.2M |
| Savoie Capital LLC | 0.14% | No change | 11,545 | $1.2M |
| Guardian Asset Advisors, LLC | 0.77% | Reduce -2.8% | 11,441 | $1.2M |
| Chesley Taft & Associates LLC | 0.06% | Reduce -3.0% | 11,350 | $1.2M |
| Retirement Planning Co of New England, Inc. | 0.57% | Reduce -0.1% | 11,250 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +0.0% | 11,203 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.9% | 11,150 | $1.2M |
| Brookfield Corp | 0.01% | Reduce -35.7% | 11,124 | $1.2M |
| IMC-Chicago, LLC | 0.03% | New | 10,973 | $1.2M |
| Abbot Financial Management, Inc. | 0.57% | Reduce -1.0% | 10,918 | $1.1M |
| SVB Wealth LLC | 0.02% | New | 10,878 | $1.1M |
| Ingalls & Snyder LLC | 0.04% | Reduce -2.4% | 10,810 | $1.1M |
| Contravisory Investment Management, Inc. | 0.24% | Add +1.5% | 10,803 | $1.1M |
| Schroder Investment Management Group | 0.00% | Reduce -25.1% | 10,897 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -31.3% | 10,640 | $1.1M |
| D. E. Shaw & Co. | 0.00% | New | 10,700 | $1.1M |
| Wellington Shields & Co., LLC | 0.34% | No change | 10,643 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Add +0.0% | 10,610 | $1.1M |
| Perpetual Ltd | 0.01% | Add +68.0% | 10,570 | $1.1M |
| iA Global Asset Management Inc. | 0.02% | New | 10,505 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -13.9% | 10,421 | $1.1M |
| Strategic Investment Advisors / MI | 0.12% | Add +2.5% | 10,345 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +36.5% | 10,341 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +1.4% | 10,339 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +2.0% | 10,331 | $1.1M |
| Plimoth Trust Co. LLC | 0.28% | No change | 10,328 | $1.1M |
| Cardinal Point Capital Management ULC | 0.17% | New | 10,200 | $1.1M |
| Princeton Capital Management LLC | 0.33% | Reduce -6.3% | 10,257 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.80% | Reduce -10.3% | 10,200 | $1.1M |
| Sterling Capital Management LLC | 0.01% | Add +29.4% | 10,091 | $1.1M |
| Future Financial Wealth Managment LLC | 0.77% | Add +0.0% | 10,015 | $1.1M |
| Smith Group Asset Management, LLC | 0.08% | New | 10,000 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Reduce -3.9% | 9,878 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Add +229.4% | 9,915 | $1.0M |
| Verus Capital Partners, LLC | 0.10% | Reduce -0.7% | 9,854 | $1.0M |
| Highland Capital Management, LLC | 0.06% | New | 9,852 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.3% | 9,781 | $1.0M |
| Private Advisory Group LLC | 0.11% | Reduce -4.4% | 9,662 | $1.0M |
| Aspire Private Capital, LLC | 0.25% | Add +2.7% | 9,638 | $1.0M |
| &partners | 0.01% | Add +15.5% | 9,577 | $1.0M |
| Beacon Investment Advisors LLC | 0.47% | Reduce -0.4% | 9,501 | $999K |
| HRT Financial LP | 0.01% | New | 9,500 | $998K |
| Measured Wealth Private Client Group, LLC | 0.32% | Reduce -3.2% | 9,348 | $983K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 9,318 | $979K |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +3.2% | 9,230 | $970K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -11.8% | 9,179 | $965K |
| Axecap Investments, LLC | 0.72% | Add +6.0% | 9,149 | $962K |
| Exchange Traded Concepts, LLC | 0.02% | Add +151.6% | 9,147 | $961K |
| Strait & Sound Wealth Management LLC | 0.45% | Add +0.1% | 9,121 | $959K |
| Ullmann Wealth Partners Group, LLC | 0.12% | Add +0.5% | 9,119 | $958K |
| Twinbeech Capital LP | 0.02% | New | 9,094 | $956K |
| Columbia Asset Management | 0.18% | Reduce -6.8% | 9,087 | $955K |
| Ostrum Asset Management | 0.08% | Reduce -4.0% | 9,028 | $949K |
| Founders Financial Alliance, LLC | 0.26% | Reduce -5.1% | 9,007 | $947K |
| Virtus Advisers, LLC | 0.39% | Reduce -0.1% | 8,983 | $944K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.0% | 8,920 | $938K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +12.0% | 8,920 | $938K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +12.3% | 8,906 | $936K |
| Monument Capital Management | 0.26% | Reduce -2.4% | 8,889 | $934K |
| Richard P Slaughter Associates Inc | 0.21% | Reduce -13.7% | 8,847 | $930K |
| Herold Advisors, Inc. | 0.20% | Add +0.0% | 8,756 | $920K |
| Versor Investments LP | 0.16% | New | 8,707 | $915K |
| Fortitude Family Office, LLC | 0.33% | Add +1.7% | 8,695 | $914K |
| Atlas Capital Advisors Inc. | 0.12% | Add +1.9% | 8,688 | $913K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -9.3% | 8,679 | $912K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -12.1% | 8,607 | $905K |
| World Investment Advisors | 0.02% | Add +83.0% | 8,534 | $897K |
| Allstate Corp. | 0.03% | New | 8,513 | $895K |
| Fig Financial Advisory Services Inc. | 0.61% | — | 8,502 | $894K |
| Bridgefront Capital, LLC | 0.30% | New | 8,340 | $877K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +8.5% | 8,293 | $872K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -2.0% | 8,283 | $871K |
| Atwood & Palmer Inc. | 0.06% | No change | 8,250 | $867K |
| Rik Saylor Financial, Inc. | 0.80% | — | 8,212 | $863K |
| Atlantic Union Bankshares Corp | 0.05% | No change | 8,171 | $859K |
| Integrated Advisors Network LLC | 0.04% | Add +0.5% | 8,168 | $858K |
| Mathes Company, Inc. | 0.31% | No change | 8,150 | $856K |
| Heartland Bank & Trust Co | 0.46% | Reduce -3.2% | 8,139 | $855K |
| Bailard, Inc. | 0.02% | No change | 8,057 | $847K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -3.7% | 8,034 | $844K |
| Wedbush Securities Inc. | 0.03% | Add +2.5% | 8,031 | $844K |
| RNC Capital Management LLC | 0.04% | New | 8,001 | $841K |
| Equitable Holdings, Inc. | 0.01% | Add +0.3% | 7,959 | $837K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -15.6% | 7,949 | $836K |
| Ibex Wealth Advisors | 0.10% | New | 7,908 | $831K |
| HB Wealth Management, LLC | 0.01% | Reduce -15.5% | 7,891 | $829K |
| TBH Global Asset Management, LLC | 0.20% | Add +0.1% | 7,844 | $825K |
| Essex Financial Services, Inc. | 0.06% | Reduce -0.0% | 7,843 | $824K |
| Archer Investment Corp | 0.22% | Add +0.4% | 7,831 | $823K |
| NewEdge Wealth, LLC | 0.01% | Reduce -7.5% | 7,819 | $822K |
| Belpointe Asset Management LLC | 0.05% | Add +1.6% | 7,250 | $821K |
| GM Advisory Group, LLC | 0.05% | No change | 7,789 | $819K |
| Independence Bank of Kentucky | 0.12% | Reduce -34.6% | 7,724 | $812K |
| Two Sigma Advisers, LP | 0.00% | New | 7,700 | $809K |
| Caprock Group, LLC | 0.03% | Add +49.7% | 7,560 | $800K |
| Mindset Wealth Management, LLC | 0.29% | Add +0.3% | 7,585 | $797K |
| Greenleaf Trust | 0.01% | Add +2.2% | 7,551 | $794K |
| True Freedom Investing, LLC | 0.34% | — | 7,476 | $786K |
| Prelude Capital Management, LLC | 0.07% | New | 7,471 | $785K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -0.8% | 7,393 | $782K |
| Outlook Wealth Advisors, LLC | 0.22% | Reduce -1.3% | 7,409 | $779K |
| Arete Wealth Advisors, LLC | 0.06% | Add +28.8% | 7,390 | $776K |
| Global Retirement Partners, LLC | 0.02% | Reduce -17.0% | 7,345 | $772K |
| MADDEN SECURITIES Corp | 0.31% | Reduce -1.0% | 7,300 | $767K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -36.0% | 7,289 | $766K |
| Oak Thistle LLC | 0.23% | Add +111.1% | 7,221 | $759K |
| Coldstream Capital Management Inc. | 0.02% | Add +1.1% | 7,182 | $755K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -32.9% | 7,189 | $755K |
| Pinkerton Wealth, LLC | 0.11% | Add +215.9% | 7,165 | $753K |
| Hilltop Holdings Inc. | 0.05% | Reduce -2.3% | 7,132 | $750K |
| Jones Financial Companies LLLP | 0.00% | Add +153.5% | 7,118 | $748K |
| Ellevest, Inc. | 0.04% | Add +1.3% | 7,091 | $745K |
| Strategy Asset Managers LLC | 0.14% | Reduce -0.2% | 7,084 | $745K |
| Glenmede Trust Co. NA | 0.00% | Add +3.8% | 7,069 | $743K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 7,047 | $741K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -0.0% | 7,028 | $739K |
| V-Square Quantitative Management LLC | 0.10% | Add +3.1% | 7,019 | $738K |
| Fiduciary Group, LLC | 0.07% | Reduce -3.5% | 7,000 | $736K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +397.2% | 6,936 | $729K |
| WASHINGTON TRUST Co | 0.03% | No change | 6,886 | $724K |
| Cwm, LLC | 0.00% | Reduce -11.1% | 6,840 | $719K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 6,731 | $707K |
| Bramshill Investments, LLC | 0.11% | Reduce -1.3% | 6,723 | $707K |
| UMB Bank, n.a. | 0.01% | Reduce -83.5% | 6,678 | $702K |
| Smith Asset Management Co., LLC | 0.68% | — | 6,655 | $700K |
| Fayez Sarofim & Co | 0.00% | Add +63.1% | 6,655 | $700K |
| Centaurus Financial, Inc. | 0.04% | Add +1.4% | 6,646 | $699K |
| Harvest Fund Management Co., Ltd | 0.03% | Reduce -63.5% | 6,571 | $691K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +3.5% | 6,393 | $672K |
| Signaturefd, LLC | 0.01% | Add +3.6% | 6,241 | $656K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +0.2% | 6,178 | $649K |
| Summit Financial, LLC | 0.02% | Add +39.7% | 6,135 | $648K |
| GC Wealth Management RIA, LLC | 0.11% | Reduce -5.8% | 6,152 | $647K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -20.0% | 6,357 | $643K |
| Hartford Funds Management Co LLC | 0.06% | Add +38.3% | 6,082 | $639K |
| Sheets Smith Wealth Management | 0.08% | Reduce -5.5% | 6,055 | $636K |
| TD Private Client Wealth LLC | 0.02% | Reduce -40.6% | 5,991 | $630K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -4.0% | 5,955 | $626K |
| Fidelis Capital Partners, LLC | 0.06% | Add +4.7% | 6,214 | $625K |
| Goldstone Financial Group, LLC | 0.10% | Add +28.7% | 5,852 | $615K |
| EWG Elevate Inc. | 0.19% | Reduce -3.6% | 5,842 | $614K |
| Williamson Legacy Group, LLC | 0.41% | New | 5,834 | $613K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -9.3% | 5,790 | $609K |
| Ballentine Partners, LLC | 0.01% | Add +7.2% | 5,781 | $608K |
| Summit Trail Advisors, LLC | 0.02% | Add +19.4% | 5,704 | $604K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.8% | 5,699 | $599K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.3% | 5,642 | $593K |
| Garden State Investment Advisory Services LLC | 0.18% | Reduce -1.9% | 5,553 | $588K |
| Fisher Asset Management | 0.00% | New | 5,587 | $587K |
| Pinnacle Family Advisors, LLC | 0.28% | Add +1.7% | 5,568 | $585K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -34.9% | 5,557 | $584K |
| FIL Ltd | 0.00% | Add +768.1% | 5,547 | $583K |
| Kapstone Financial Advisors LLC | 0.31% | Add +0.1% | 5,792 | $583K |
| Financial Management Professionals, Inc. | 0.07% | Add +12.2% | 5,434 | $571K |
| Retireful, LLC | 0.32% | Reduce -7.9% | 5,423 | $570K |
| Davis R M Inc. | 0.01% | Reduce -4.7% | 5,418 | $569K |
| Aptus Capital Advisors, LLC | 0.01% | Add +98.8% | 5,354 | $564K |
| Secure Asset Management, LLC | 0.09% | Add +2.4% | 5,358 | $563K |
| Estabrook Capital Management | 0.09% | Reduce -11.6% | 5,337 | $561K |
| GF Fund Management Co. LTD. | 0.01% | — | 5,330 | $560K |
| Ascentis Independent Advisors | 0.11% | Reduce -2.1% | 5,302 | $557K |
| Panagora Asset Management Inc. | 0.00% | Add +47.2% | 5,289 | $556K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +0.5% | 5,231 | $550K |
| Empowered Funds, LLC | 0.01% | Reduce -61.5% | 5,191 | $546K |
| Valued Retirements, Inc. | 0.73% | Reduce -0.1% | 5,190 | $546K |
| NorthStar Asset Management LLC | 0.34% | Reduce -0.2% | 5,015 | $527K |
| Performance Wealth Partners, LLC | 0.02% | No change | 5,007 | $526K |
| West Wealth Group, LLC | 0.16% | No change | 5,000 | $526K |
| American Assets Capital Advisers, LLC | 0.18% | Reduce -6.1% | 4,993 | $525K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Add +7.4% | 4,990 | $524K |
| NorthRock Partners, LLC | 0.02% | Reduce -20.6% | 4,944 | $523K |
| Augustine Asset Management Inc. | 0.14% | Reduce -6.5% | 4,977 | $523K |
| Canada Post Corp Registered Pension Plan | 0.03% | — | 4,957 | $521K |
| SG Americas Securities, LLC | 0.00% | Reduce -85.9% | 4,956 | $521K |
| Freestone Grove Partners LP | 0.01% | — | 4,936 | $519K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +25.8% | 4,931 | $518K |
| Beverly Hills Private Wealth, LLC | 0.11% | Reduce -25.9% | 4,930 | $518K |
| Profund Advisors LLC | 0.02% | Reduce -38.5% | 4,929 | $518K |
| Texas Yale Capital Corp. | 0.02% | No change | 4,925 | $518K |
| Putney Financial Group LLC | 0.46% | — | 4,924 | $518K |
| Keybank National Association | 0.00% | Reduce -19.5% | 4,918 | $517K |
| CX Institutional | 0.02% | Add +0.6% | 4,801 | $505K |
| OneAscent Financial Services LLC | 0.04% | New | 4,751 | $501K |
| Groupe la Francaise | 0.01% | — | 4,808 | $500K |
| Catalyst Funds Management Pty Ltd | 0.12% | Reduce -15.9% | 4,748 | $499K |
| High Net Worth Advisory Group LLC | 0.14% | No change | 4,692 | $493K |
| Somerset Trust Co | 0.19% | Add +28.5% | 4,685 | $492K |
| Vontobel Holding Ltd. | 0.00% | Add +3.7% | 4,668 | $491K |
| Essex Bank | 0.12% | Reduce -20.7% | 4,645 | $488K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -40.8% | 4,640 | $488K |
| Scotia Capital Inc. | 0.00% | Add +2.8% | 4,618 | $486K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -52.7% | 4,588 | $482K |
| Compound Planning, Inc. | 0.02% | Add +6.6% | 4,559 | $479K |
| Armor Investment Advisors, LLC | 0.20% | Reduce -0.3% | 4,523 | $475K |
| Marex Group Ltd | 0.01% | Add +25.7% | 4,498 | $473K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -0.2% | 4,494 | $472K |
| Private Portfolio Partners LLC | 0.09% | No change | 4,480 | $471K |
| Welch Group, LLC | 0.02% | No change | 4,531 | $470K |
| Tradewinds, LLC. | 0.13% | New | 4,415 | $464K |
| IFP Advisors, Inc | 0.02% | Add +23.8% | 4,413 | $464K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.0% | 4,412 | $464K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,335 | $456K |
| Mufg Securities Americas Inc. | 0.06% | — | 4,333 | $455K |
| GAMMA Investing LLC | 0.04% | Add +14.1% | 4,329 | $455K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.48% | No change | 4,322 | $454K |
| SFG Wealth Management, LLC. | 0.24% | Reduce -10.4% | 4,322 | $454K |
| Sculati Wealth Management, LLC | 0.18% | No change | 4,320 | $454K |
| Vident Advisory, LLC | 0.01% | Add +12.9% | 4,314 | $453K |
| Wambolt & Associates, LLC | 0.15% | Reduce -27.9% | 4,299 | $452K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.9% | 4,084 | $450K |
| NCP Inc. | 0.23% | Add +0.4% | 4,277 | $450K |
| BCO Wealth Management LLC | 0.37% | — | 4,275 | $449K |
| Westpac Banking Corp. | 0.03% | No change | 4,205 | $442K |
| Prestige Wealth Management Group LLC | 0.09% | Add +8.2% | 4,160 | $440K |
| Stephens Inc. | 0.01% | Reduce -4.0% | 4,186 | $440K |
| L.M. Kohn & Company | 0.11% | Reduce -1.6% | 4,172 | $439K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 4,167 | $438K |
| Kavar Capital Partners Group, LLC | 0.07% | No change | 4,150 | $436K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -47.5% | 4,131 | $434K |
| Aspen Investment Management Inc | 0.20% | Add +2.3% | 4,129 | $434K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 4,119 | $433K |
| Ameritas Advisory Services, LLC | 0.01% | Add +5.5% | 4,092 | $430K |
| Disciplined Equity Management, Inc. | 0.28% | No change | 4,085 | $429K |
| Pinnacle Associates Ltd. | 0.01% | New | 4,065 | $427K |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.2% | 4,059 | $427K |
| Balboa Wealth Partners | 0.10% | Add +92.0% | 4,031 | $424K |
| Sachetta, LLC | 0.17% | No change | 4,022 | $423K |
| Axis Wealth Partners, LLC | 0.36% | — | 4,017 | $422K |
| Horizon Investments, LLC | 0.01% | Add +0.8% | 4,013 | $422K |
| Bogart Wealth, LLC | 0.02% | Reduce -2.7% | 3,971 | $417K |
| Abn Amro Investment Solutions | 0.01% | Add +0.4% | 3,916 | $412K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +0.3% | 3,901 | $410K |
| Walker Asset Management, LLC | 0.25% | Add +0.6% | 3,871 | $407K |
| Sienna Gestion | 0.03% | No change | 3,844 | $404K |
| AXA S.A. | 0.00% | New | 3,840 | $404K |
| Park National Corp. | 0.01% | Reduce -1.7% | 3,838 | $403K |
| Curi Capital, LLC | 0.01% | Reduce -0.0% | 3,813 | $401K |
| Ledgewood Wealth Advisors, LLC | 0.26% | No change | 3,806 | $400K |
| Citizens Business Bank | 0.10% | Reduce -5.0% | 3,800 | $399K |
| Nexpoint Asset Management, L.P. | 0.05% | No change | 3,800 | $399K |
| Strategic Blueprint, LLC | 0.02% | Add +2.1% | 3,798 | $399K |
| Parallel Advisors, LLC | 0.01% | Add +1.6% | 3,765 | $396K |
| Crown Wealth Group, LLC | 0.16% | Add +0.3% | 3,758 | $395K |
| RMR Wealth Builders | 0.04% | Reduce -3.6% | 3,752 | $394K |
| Leonteq Securities AG | 0.04% | Add +1107.1% | 3,730 | $392K |
| E&G Advisors, LLC | 0.11% | No change | 3,700 | $389K |
| Aire Advisors, LLC | 0.08% | Reduce -4.6% | 3,696 | $388K |
| International Assets Investment Management, LLC | 0.03% | Reduce -2.3% | 3,689 | $386K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.5% | 3,661 | $385K |
| Destination Wealth Management | 0.01% | Reduce -1.6% | 3,646 | $383K |
| Cetera Trust Company, N.A | 0.25% | Reduce -5.8% | 3,625 | $381K |
| Three Magnolias Financial Advisors, LLC | 0.40% | — | 3,600 | $378K |
| Trustmark Bank Trust Department | 0.03% | Reduce -11.1% | 3,593 | $378K |
| Stevens Capital Management LP | 0.15% | Add +102.7% | 3,564 | $375K |
| Palacios Wealth Management, LLC | 0.40% | — | 3,525 | $373K |
| Raleigh Capital Management Inc. | 0.14% | Reduce -17.9% | 3,532 | $371K |
| TRUE Private Wealth Advisors | 0.05% | No change | 3,532 | $371K |
| Philadelphia Trust Co. | 0.03% | No change | 3,500 | $368K |
| Buckingham Capital Management, Inc. | 0.04% | No change | 3,483 | $366K |
| Lokken Investment Group LLC | 0.16% | No change | 3,474 | $365K |
| Richard W. Paul & Associates, LLC | 0.13% | Reduce -15.9% | 3,469 | $365K |
| Callan Family Office, LLC | 0.02% | New | 3,461 | $364K |
| Severin Investments, LLC | 0.36% | — | 3,449 | $363K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.0% | 3,445 | $362K |
| Natural Investments, LLC | 0.10% | — | 3,439 | $361K |
| LaSalle St. Investment Advisors, LLC | 0.11% | New | 3,414 | $358K |
| Foster & Motley Inc. | 0.02% | Reduce -8.6% | 3,400 | $357K |
| Southland Equity Partners LLC | 0.08% | Reduce -13.8% | 3,391 | $356K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 3,350 | $352K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.4% | 3,396 | $349K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.1% | 3,317 | $349K |
| Advisors Management Group Inc. | 0.08% | No change | 3,309 | $348K |
| Geller Advisors LLC | 0.02% | Reduce -2.5% | 3,288 | $348K |
| Huntington National Bank | 0.00% | Reduce -11.3% | 3,309 | $348K |
| Howland Capital Management LLC | 0.02% | No change | 3,279 | $347K |
| Sigma Planning Corp | 0.01% | Reduce -28.9% | 3,272 | $344K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -6.0% | 3,233 | $340K |
| Johnson Investment Counsel Inc. | 0.00% | Add +58.1% | 3,231 | $340K |
| Composition Wealth, LLC | 0.01% | Add +2.7% | 3,215 | $338K |
| TrinityPoint Wealth, LLC | 0.05% | Reduce -1.4% | 3,194 | $336K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.3% | 3,194 | $336K |
| Keystone Financial Group | 0.03% | Reduce -24.8% | 3,173 | $333K |
| Whittier Trust Co. | 0.00% | Add +4.8% | 3,157 | $332K |
| Sovereign Financial Group, Inc. | 0.08% | No change | 3,142 | $330K |
| Jacobi Capital Management LLC | 0.02% | Reduce -4.9% | 3,138 | $330K |
| Keystone Wealth Services, LLC | 0.09% | Add +2.5% | 3,127 | $329K |
| Core Wealth Partners LLC | 0.19% | Reduce -20.2% | 3,127 | $329K |
| Wedmont Private Capital | 0.02% | Add +5.5% | 3,247 | $328K |
| Yeomans Consulting Group, Inc. | 0.12% | Reduce -34.4% | 3,104 | $326K |
| American Investment Services, Inc. | 0.06% | No change | 3,103 | $326K |
| Prospera Financial Services Inc | 0.01% | Add +10.1% | 3,091 | $325K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.7% | 3,071 | $323K |
| Evergreen Capital Management LLC | 0.01% | No change | 3,034 | $321K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -3.3% | 3,042 | $320K |
| Clean Yield Group | 0.10% | No change | 3,042 | $320K |
| OneAscent Wealth Management LLC | 0.13% | Reduce -19.3% | 3,039 | $319K |
| Asset Planning,Inc | 0.24% | — | 3,000 | $315K |
| Apriem Advisors | 0.04% | No change | 3,000 | $315K |
| Park Square Financial Group, LLC | 0.22% | — | 2,991 | $314K |
| Cigna Investments Inc. | 0.06% | Reduce -1.8% | 2,989 | $314K |
| IMA Advisory Services, Inc. | 0.04% | No change | 2,954 | $313K |
| Intrua Financial, LLC | 0.05% | Reduce -37.0% | 2,954 | $310K |
| Cooper Financial Group | 0.04% | Add +5.0% | 2,952 | $310K |
| Capital City Trust Co. | 0.08% | No change | 2,940 | $309K |
| Aristeia Capital, L.L.C. | 0.02% | Reduce -3.7% | 2,926 | $308K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.1% | 2,924 | $307K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +0.1% | 2,918 | $307K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -1.0% | 2,899 | $305K |
| Alethea Capital Management, LLC | 0.26% | New | 2,884 | $303K |
| Cynosure Group, LLC | 0.04% | New | 2,864 | $301K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 2,860 | $301K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.8% | 2,859 | $301K |
| Private Trust Co. NA | 0.03% | Reduce -11.5% | 2,854 | $300K |
| LMR Partners LLP | 0.01% | Reduce -26.7% | 2,847 | $299K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -2.3% | 2,846 | $299K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +3.9% | 2,844 | $299K |
| Cypress Capital Group | 0.04% | No change | 2,835 | $298K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 2,826 | $297K |
| Daymark Wealth Partners, LLC | 0.01% | Add +3.0% | 2,815 | $296K |
| Jordan Park Group LLC | 0.02% | No change | 2,803 | $295K |
| Clark Capital Management Group, Inc. | 0.00% | Add +22.9% | 2,776 | $292K |
| BSW Wealth Partners | 0.04% | Add +22.6% | 2,723 | $286K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -65.6% | 2,722 | $286K |
| Capstone Investment Advisors, LLC | 0.00% | Add +271800.0% | 2,719 | $286K |
| Seelaus Asset Management LLC | 0.26% | No change | 2,700 | $284K |
| Investment House LLC | 0.02% | No change | 2,700 | $284K |
| Allen Investment Management, LLC | 0.00% | No change | 2,696 | $283K |
| Aberdeen Wealth Management LLC | 0.19% | No change | 2,645 | $278K |
| Seed Wealth Management, Inc. | 0.22% | No change | 2,620 | $275K |
| Robinson Smith Wealth Advisors LLC | 0.23% | No change | 2,600 | $273K |
| Segment Wealth Management, LLC | 0.02% | No change | 2,600 | $273K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | Add +0.0% | 2,597 | $273K |
| Centerpoint Advisory Group | 0.26% | — | 2,585 | $272K |
| Mather Group, Llc. | 0.00% | Add +4.6% | 2,582 | $271K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.7% | 2,580 | $271K |
| Warm Springs Advisors Inc. | 0.25% | — | 2,574 | $271K |
| Channel Wealth LLC | 0.09% | Reduce -8.8% | 2,569 | $270K |
| Brooklyn Investment Group | 0.08% | Add +1.0% | 2,553 | $268K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -0.2% | 2,545 | $268K |
| Kovack Advisors, Inc. | 0.03% | Reduce -0.5% | 2,542 | $267K |
| Savvy Advisors, Inc. | 0.03% | Add +43.5% | 2,527 | $266K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,501 | $263K |
| Duncan Williams Asset Management, LLC | 0.10% | Add +0.5% | 2,466 | $259K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.1% | 2,456 | $258K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -51.2% | 2,446 | $257K |
| Nwam LLC | 0.02% | No change | 2,436 | $256K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +44.8% | 2,427 | $255K |
| Fielder Capital Group LLC | 0.08% | Reduce -1.3% | 2,408 | $253K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -23.7% | 2,404 | $253K |
| Bristlecone Advisors, LLC | 0.02% | No change | 2,394 | $252K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -5.8% | 2,349 | $247K |
| Texas Bank & Trust Co | 0.10% | — | 2,334 | $245K |
| Gsa Capital Partners LLP | 0.02% | New | 2,329 | $245K |
| Wesbanco Bank Inc. | 0.01% | Add +17.4% | 2,329 | $245K |
| Diversify Wealth Management, LLC | 0.02% | New | 2,415 | $244K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.9% | 2,337 | $243K |
| Strategic Financial Concepts, LLC | 0.05% | Add +0.2% | 2,308 | $243K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +2.2% | 2,306 | $242K |
| Pegasus Asset Management, Inc. | 0.09% | No change | 2,300 | $242K |
| Ignite Planners, LLC | 0.05% | Add +0.1% | 2,286 | $242K |
| Scientech Research LLC | 0.07% | New | 2,282 | $240K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.2% | 2,277 | $239K |
| Naples Global Advisors, LLC | 0.02% | Reduce -8.2% | 2,250 | $238K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +16.9% | 2,280 | $237K |
| Bingham Private Wealth, LLC | 0.25% | — | 2,241 | $236K |
| Mystic Asset Management, Inc. | 0.06% | Add +0.0% | 2,226 | $234K |
| Heritage Wealth Advisors | 0.01% | No change | 2,222 | $234K |
| Financial Sense Advisors, Inc. | 0.08% | New | 2,216 | $233K |
| Community Bank & Trust, Waco, Texas | 0.05% | Reduce -4.3% | 2,200 | $231K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 2,150 | $226K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.9% | 2,130 | $224K |
| Stiles Financial Services Inc | 0.08% | No change | 2,127 | $224K |
| XTX Topco Ltd | 0.02% | New | 2,124 | $223K |
| Anb Bank | 0.10% | — | 2,116 | $222K |
| New Century Financial Group, LLC | 0.09% | Reduce -1.1% | 2,099 | $222K |
| Clayton Financial Group LLC | 0.08% | No change | 2,102 | $221K |
| FNY Investment Advisers, LLC | 0.12% | New | 2,100 | $220K |
| Penserra Capital Management LLC | 0.00% | Add +51.4% | 2,106 | $220K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 2,086 | $219K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.1% | 2,085 | $219K |
| Bridgewater Associates | 0.00% | New | 2,074 | $218K |
| Saxony Capital Management, LLC | 0.19% | Add +0.4% | 2,062 | $217K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 2,032 | $215K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 2,040 | $214K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -4.1% | 2,034 | $214K |
| Syon Capital LLC | 0.02% | Reduce -3.9% | 2,014 | $212K |
| Affinity Investment Advisors, LLC | 0.18% | No change | 2,013 | $212K |
| Summit Securities Group LLC | 0.08% | New | 2,000 | $210K |
| Financial Perspectives, Inc | 0.07% | No change | 2,000 | $210K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.8% | 2,000 | $210K |
| Tower Wealth Partners, Inc. | 0.11% | Add +4.4% | 1,987 | $209K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.3% | 1,985 | $209K |
| Clarius Group, LLC | 0.01% | Reduce -10.5% | 1,972 | $207K |
| Secured Retirement Advisors, LLC | 0.12% | Add +6.5% | 1,967 | $207K |
| TPG Advisors LLC | 0.16% | No change | 1,954 | $205K |
| Legacy Advisors, LLC | 0.02% | Add +2.0% | 1,940 | $205K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,928 | $203K |
| Fulton Bank, N.A. | 0.01% | No change | 1,924 | $202K |
| Wolverine Trading, LLC | 0.00% | Reduce -46.2% | 1,948 | $202K |
| Deseret Mutual Benefit Administrators | 0.10% | Add +3.1% | 1,919 | $202K |
| Coastline Trust Co | 0.02% | Reduce -64.8% | 1,812 | $190K |
| Monetary Management Group Inc. | 0.05% | No change | 1,800 | $189K |
| Smartleaf Asset Management LLC | 0.02% | Add +8.9% | 1,793 | $186K |
| Nvwm, LLC | 0.04% | No change | 1,694 | $178K |
| Values First Advisors, Inc. | 0.10% | Reduce -17.4% | 1,682 | $177K |
| Plato Investment Management Ltd | 0.01% | No change | 1,661 | $175K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.1% | 1,647 | $173K |
| Tower View Wealth Management LLC | 0.09% | Add +0.6% | 1,642 | $173K |
| Security National Bank | 0.02% | No change | 1,619 | $170K |
| SJS Investment Consulting Inc. | 0.03% | Reduce -9.6% | 1,600 | $168K |
| First Financial Corp. | 0.07% | No change | 1,500 | $158K |
| Quadrant Capital Group LLC | 0.01% | Add +6.2% | 1,480 | $156K |
| Muzinich & Co., Inc. | 0.11% | Add +35.4% | 1,472 | $155K |
| HHM Wealth Advisors, LLC | 0.02% | Add +0.6% | 1,471 | $155K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -29.1% | 1,461 | $154K |
| CI Investments Inc. | 0.00% | Add +7.2% | 1,467 | $154K |
| NFSG Corp | 0.04% | Add +5.1% | 1,461 | $154K |
| Addison Advisors LLC | 0.04% | Reduce -3.9% | 1,391 | $146K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.05% | Add +56.8% | 1,380 | $145K |
| Toth Financial Advisory Corp. | 0.02% | No change | 1,354 | $142K |
| Vision Financial Markets LLC | 0.15% | — | 1,350 | $142K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,350 | $142K |
| Silvant Capital Management LLC | 0.01% | No change | 1,292 | $136K |
| Transce3nd, LLC | 0.05% | — | 1,285 | $135K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.1% | 1,276 | $134K |
| Peoples Bank | 0.09% | No change | 1,235 | $130K |
| Eagle Bay Advisors LLC | 0.08% | Add +0.4% | 1,161 | $123K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -0.4% | 1,144 | $121K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.7% | 1,142 | $120K |
| Lavaca Capital LLC | 0.05% | New | 1,101 | $116K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,100 | $116K |
| Sentry Investment Management LLC | 0.05% | Reduce -14.0% | 1,090 | $115K |
| Rosenberg Matthew Hamilton | 0.03% | New | 1,075 | $113K |
| Sittner & Nelson, LLC | 0.05% | No change | 1,026 | $108K |
| Lazard Asset Management LLC | 0.00% | Add +1.0% | 1,017 | $106K |
| Hexagon Capital Partners LLC | 0.02% | No change | 1,000 | $105K |
| Lindbrook Capital, LLC | 0.01% | Reduce -4.4% | 987 | $104K |
| Rothschild Investment LLC | 0.01% | Reduce -0.4% | 960 | $101K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 956 | $100K |
| Arax Advisory Partners | 0.01% | Add +281.1% | 930 | $98K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.8% | 930 | $98K |
| Sandy Spring Bank | 0.00% | Add +0.7% | 923 | $97K |
| Sound Income Strategies, LLC | 0.01% | Add +0.1% | 921 | $97K |
| Bay Harbor Wealth Management, LLC | 0.03% | Add +4.0% | 881 | $93K |
| Quarry LP | 0.02% | Add +76.4% | 875 | $92K |
| Avior Wealth Management, LLC | 0.00% | Add +0.6% | 846 | $89K |
| Parvin Asset Management, LLC | 0.09% | — | 820 | $86K |
| Cromwell Holdings LLC | 0.05% | No change | 811 | $86K |
| Bayforest Capital Ltd | 0.11% | — | 810 | $85K |
| Kieckhefer Group LLC | 0.05% | — | 800 | $84K |
| Bank of New Hampshire | 0.02% | No change | 795 | $84K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -11.0% | 776 | $82K |
| Neo Ivy Capital Management | 0.02% | New | 771 | $81K |
| Ascentis Wealth Management, LLC | 0.03% | Reduce -6.9% | 769 | $81K |
| Abound Wealth Management | 0.03% | Add +1.9% | 761 | $80K |
| Optimum Investment Advisors | 0.03% | No change | 750 | $79K |
| Eastern Bank | 0.00% | No change | 735 | $77K |
| Tobam | 0.02% | Add +4.4% | 709 | $75K |
| Avion Wealth | 0.02% | Reduce -23.4% | 699 | $73K |
| Caitong International Asset Management Co., Ltd | 0.07% | — | 660 | $69K |
| Valley National Advisers Inc. | 0.01% | No change | 655 | $68K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -5.2% | 635 | $67K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.2% | 624 | $66K |
| True Wealth Design, LLC | 0.03% | Reduce -13.5% | 622 | $65K |
| Proffitt & Goodson Inc. | 0.01% | Add +15.4% | 622 | $65K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 607 | $64K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -5.8% | 606 | $64K |
| Global X Japan Co., Ltd. | 0.01% | Add +10.4% | 605 | $64K |
| Sawyer & Company, Inc | 0.02% | Reduce -23.2% | 595 | $63K |
| Financial Avengers, Inc. | 0.03% | Add +0.5% | 592 | $62K |
| Caitlin John, LLC | 0.04% | Reduce -3.3% | 585 | $62K |
| Promus Capital, LLC | 0.05% | — | 572 | $60K |
| North Star Investment Management Corp. | 0.00% | No change | 570 | $60K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -8.9% | 560 | $59K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 558 | $59K |
| Compass Wealth Management LLC | 0.01% | No change | 525 | $55K |
| Oakworth Capital, Inc. | 0.00% | New | 520 | $55K |
| Venturi Wealth Management, LLC | 0.00% | Add +104.8% | 514 | $54K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -52.0% | 504 | $54K |
| Continuum Advisory, LLC | 0.01% | No change | 511 | $54K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 500 | $53K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 500 | $53K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -50.0% | 500 | $53K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 500 | $53K |
| Parkworth Wealth Management, Inc. | 0.04% | — | 500 | $53K |
| CVA Family Office, LLC | 0.01% | Add +5.5% | 499 | $52K |
| Quest 10 Wealth Builders, Inc. | 0.05% | — | 495 | $52K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +46.4% | 489 | $51K |
| Hanson & Doremus Investment Management | 0.01% | No change | 475 | $50K |
| Dunhill Financial, LLC | 0.02% | Add +3.1% | 467 | $49K |
| Transcendent Capital Group LLC | 0.02% | Reduce -11.8% | 450 | $47K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 440 | $47K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.2% | 407 | $43K |
| Barrett & Company, Inc. | 0.02% | No change | 400 | $42K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 400 | $42K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 400 | $42K |
| Canton Hathaway, LLC | 0.01% | No change | 400 | $42K |
| Blue Trust, Inc. | 0.00% | Reduce -81.3% | 399 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 395 | $42K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 390 | $41K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -58.3% | 360 | $37K |
| Piscataqua Savings Bank | 0.03% | No change | 353 | $37K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 355 | $37K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 420 | $36K |
| WR Wealth Planners, LLC | 0.01% | Reduce -3.0% | 328 | $34K |
| Godsey & Gibb, Inc. | 0.00% | No change | 325 | $34K |
| Capital Analysts, LLC | 0.00% | No change | 300 | $32K |
| IAG Wealth Partners, LLC | 0.01% | No change | 295 | $31K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -50.6% | 291 | $31K |
| Quent Capital, LLC | 0.00% | Add +15.0% | 276 | $29K |
| West Branch Capital LLC | 0.01% | No change | 275 | $29K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -75.2% | 264 | $28K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -98.0% | 261 | $27K |
| Key Financial Inc | 0.01% | Add +25100.0% | 252 | $26K |
| PFS Partners, LLC | 0.01% | No change | 250 | $26K |
| Beacon Capital Management, LLC | 0.00% | No change | 250 | $26K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 250 | $26K |
| IMG Wealth Management, Inc. | 0.02% | — | 244 | $26K |
| Zions Bancorporation, N.A. | 0.00% | No change | 229 | $24K |
| Tucker Asset Management LLC | 0.01% | Add +26.1% | 227 | $24K |
| Versant Capital Management, Inc | 0.00% | Add +738.5% | 218 | $23K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $22K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 205 | $22K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 200 | $21K |
| Covestor Ltd | 0.01% | Reduce -8.0% | 183 | $19K |
| Coston, McIsaac & Partners | 0.01% | Add +1.1% | 185 | $19K |
| Chesapeake Asset Management LLC | 0.02% | No change | 175 | $18K |
| Central Pacific Bank - Trust Division | 0.00% | New | 163 | $17K |
| Hemington Wealth Management | 0.00% | No change | 164 | $17K |
| GW&K Investment Management, LLC | 0.00% | Add +4.6% | 158 | $17K |
| Raffa Wealth Management, LLC | 0.00% | Add +300.0% | 156 | $16K |
| Meeder Asset Management Inc. | 0.00% | Reduce -2.6% | 152 | $16K |
| Rise Advisors, LLC | 0.01% | Reduce -16.0% | 147 | $15K |
| Park Place Capital Corp | 0.00% | No change | 141 | $15K |
| Accordant Advisory Group Inc | 0.01% | New | 137 | $14K |
| Grove Bank & Trust | 0.00% | Add +285.7% | 135 | $14K |
| Bell Investment Advisors, Inc | 0.00% | No change | 131 | $14K |
| Bellwether Advisors, LLC | 0.00% | New | 128 | $13K |
| Tidemark, LLC | 0.01% | No change | 125 | $13K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 125 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 123 | $13K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $12K |
| New Wave Wealth Advisors LLC | 0.00% | New | 112 | $12K |
| LRI Investments, LLC | 0.00% | No change | 106 | $11K |
| MV Capital Management, Inc. | 0.00% | Add +1.0% | 102 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 101 | $11K |
| Hoese & Co LLP | 0.01% | No change | 100 | $11K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 100 | $11K |
| Kestra Investment Management, LLC | 0.00% | New | 100 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 100 | $11K |
| Red Tortoise LLC | 0.01% | No change | 94 | $10K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $9K |
| Asset Dedication, LLC | 0.00% | Reduce -54.0% | 85 | $9K |
| Oarsman Capital, Inc. | 0.00% | Reduce -29.4% | 84 | $9K |
| Manchester Capital Management LLC | 0.00% | No change | 78 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 58 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 56 | $6K |
| Innovative Advisory Group, LLC | 0.00% | — | 50 | $5K |
| High Note Wealth, LLC | 0.00% | New | 50 | $5K |
| Decker Retirement Planning Inc. | 0.00% | — | 44 | $5K |
| Copia Wealth Management | 0.00% | — | 42 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 41 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 37 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 32 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $3K |
| Holos Integrated Wealth LLC | 0.00% | — | 28 | $3K |
| Sierra Ocean, LLC | 0.00% | — | 27 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 27 | $3K |
| Pineridge Advisors LLC | 0.00% | Reduce -15.4% | 22 | $2K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 22 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 15 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 19 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 19 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 19 | $2K |
| WPG Advisers, LLC | 0.00% | — | 17 | $2K |
| Clark Wealth Partners | 0.00% | — | 14 | $1K |
| Millstone Evans Group, LLC | 0.00% | — | 14 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 14 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 11 | $1K |
| NewSquare Capital LLC | 0.00% | New | 11 | $1K |
| WealthTrak Capital Management LLC | 0.00% | — | 10 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 10 | $1K |
| Roble, Belko & Company, Inc | 0.00% | New | 6 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 11 | $1K |
| Stance Capital LLC | 0.00% | — | 9 | $946 |
| Colonial Trust Co / SC | 0.00% | Add +125.0% | 9 | $933 |
| Riverview Trust Co | 0.00% | No change | 8 | $841 |
| Principia Wealth Advisory, LLC | 0.00% | — | 8 | $841 |
| Nemes Rush Group LLC | 0.00% | New | 7 | $736 |
| Capital A Wealth Management, LLC | 0.00% | — | 6 | $631 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 6 | $631 |
| TFC Financial Management, Inc. | 0.00% | No change | 6 | $631 |
| Bokf, NA | 0.00% | Add +100.0% | 6 | $607 |
| Lanark Financial, Inc. | 0.05% | — | 5 | $544 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $526 |
| Tortoise Investment Management, LLC | 0.00% | No change | 5 | $526 |
| Crewe Advisors LLC | 0.00% | Add +66.7% | 5 | $526 |
| Winnacle Wealth LLC | 0.00% | — | 5 | $443 |
| PFG Private Wealth Management, LLC | 0.00% | No change | 3 | $325 |
| Redwood Park Advisors LLC | 0.00% | — | 2 | $211 |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $211 |
| Cape Investment Advisory, Inc. | 0.00% | New | 1 | $105 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.