Iron MountainIRM
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 995 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings, down 71 from Q4 2024. 76 opened new positions and 143 sold out. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock, Inc. ($3.0B) and State Street Corp. ($1.5B). 9 famous investors held it, including Steve Cohen (0.5% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q1 2025)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $270.1M |
| Exits | 143 | $402.5M |
All 13F filers, Q4 2024 → Q1 2025: 24,170,372 shares bought and 15,902,795 shares sold, net +8,267,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 995 holders
| Vanguard Group Inc. | 0.07% | Add +0.5% | 46,825,734 | $4.0B |
| BlackRock, Inc. | 0.06% | Add +9.8% | 35,222,779 | $3.0B |
| State Street Corp. | 0.06% | Add +0.5% | 16,705,119 | $1.5B |
| Cohen & Steers, Inc. | 2.15% | Reduce -9.6% | 13,481,902 | $1.2B |
| Geode Capital Management, LLC | 0.06% | Add +4.7% | 8,283,383 | $715.9M |
| FMR LLC | 0.03% | Add +691.7% | 5,286,735 | $454.9M |
| Northern Trust Corp. | 0.05% | Reduce -1.4% | 4,267,324 | $367.2M |
| Dimensional Fund Advisors LP | 0.09% | Add +0.9% | 4,256,417 | $366.2M |
| Norges Bank | 0.04% | Add +11.4% | 3,691,474 | $317.6M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +0.3% | 3,487,479 | $300.1M |
| Morgan Stanley | 0.02% | Add +0.1% | 3,389,039 | $291.6M |
| Legal & General Group Plc | 0.07% | Add +0.1% | 3,183,998 | $274.0M |
| Deutsche Bank AG | 0.11% | Reduce -3.4% | 3,144,827 | $270.6M |
| Invesco Ltd. | 0.05% | Add +14.8% | 2,848,954 | $245.1M |
| Daiwa Securities Group Inc. | 1.00% | Reduce -6.6% | 2,752,467 | $236.8M |
| Pictet Asset Management Holding SA | 0.24% | Add +6.3% | 2,476,597 | $213.0M |
| Nuveen, LLC | 0.06% | — | 2,234,200 | $192.2M |
| Capital World Investors | 0.03% | Reduce -44.5% | 2,117,169 | $182.2M |
| Point72 Asset Management | 0.52% | Add +72.8% | 2,075,282 | $178.6M |
| JPMorgan Chase & Co. | 0.01% | Add +17.8% | 2,061,560 | $177.4M |
| Centersquare Investment Management LLC | 1.79% | Add +17.7% | 2,008,437 | $172.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +86.1% | 1,974,922 | $169.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -8.5% | 1,861,318 | $160.1M |
| Russell Investments Group, Ltd. | 0.21% | Reduce -4.6% | 1,771,114 | $152.3M |
| PGGM Investments | 1.85% | Add +47.4% | 1,597,968 | $137.5M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.2% | 1,554,684 | $132.4M |
| Contour Asset Management LLC | 5.12% | New | 1,427,250 | $122.8M |
| Prudential Financial Inc. | 0.16% | Reduce -1.4% | 1,344,479 | $115.7M |
| Duff & Phelps Investment Management Co. | 1.34% | Add +6.8% | 1,331,161 | $114.5M |
| Citadel Advisors | 0.11% | Add +107.1% | 1,251,792 | $107.7M |
| UBS Group AG | 0.02% | Add +26.8% | 1,145,286 | $98.5M |
| Bank of America Corp. | 0.01% | Reduce -24.6% | 1,115,592 | $96.0M |
| DekaBank Deutsche Girozentrale | 0.19% | Add +0.3% | 1,126,012 | $95.1M |
| Wellington Management Group LLP | 0.02% | Reduce -31.0% | 1,067,364 | $91.8M |
| Amundi | 0.03% | Reduce -23.6% | 1,099,934 | $91.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +15.0% | 1,047,116 | $90.1M |
| Principal Financial Group Inc. | 0.04% | Add +117.7% | 904,184 | $77.8M |
| Qube Research & Technologies Ltd | 0.12% | Add +558.7% | 897,982 | $77.3M |
| Sei Investments Co. | 0.09% | Reduce -2.2% | 829,835 | $71.4M |
| Swiss National Bank | 0.05% | Reduce -0.1% | 827,561 | $71.2M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -6.1% | 824,103 | $70.9M |
| HSBC Holdings PLC | 0.05% | Add +10.3% | 819,862 | $70.5M |
| D. E. Shaw & Co. | 0.09% | Add +7539.7% | 817,446 | $70.3M |
| Captrust Financial Advisors | 0.17% | Add +0.9% | 803,623 | $69.1M |
| CBRE Investment Management Listed Real Assets LLC | 1.02% | Add +42.7% | 772,190 | $66.4M |
| Voloridge Investment Management, LLC | 0.24% | Add +708.7% | 740,591 | $63.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +9.1% | 717,248 | $61.7M |
| Epoch Investment Partners, Inc. | 0.32% | Reduce -4.5% | 714,025 | $61.4M |
| Millennium Management | 0.06% | Add +2282.1% | 695,894 | $59.9M |
| Welch & Forbes LLC | 0.76% | Reduce -0.8% | 674,042 | $58.0M |
| Aew Capital Management L P | 2.82% | Reduce -1.4% | 669,267 | $57.6M |
| Rhumbline Advisers | 0.05% | Add +4.2% | 664,001 | $57.1M |
| CIBC Private Wealth Group LLC | 0.12% | Reduce -27.5% | 736,855 | $56.7M |
| Barclays PLC | 0.03% | Add +58.9% | 644,046 | $55.4M |
| LPL Financial LLC | 0.02% | Add +10.9% | 630,809 | $54.3M |
| Wells Fargo & Company | 0.01% | Reduce -8.0% | 608,065 | $52.3M |
| Alliancebernstein L.P. | 0.02% | Add +7.9% | 599,714 | $51.6M |
| APG Asset Management US Inc. | 0.39% | Add +13.2% | 582,174 | $50.6M |
| BNP Paribas Financial Markets | 0.04% | Add +16.3% | 578,174 | $49.7M |
| Asset Management One Co., Ltd. | 0.17% | Reduce -1.3% | 555,014 | $47.8M |
| Balyasny Asset Management L.P. | 0.12% | Add +51.0% | 553,548 | $47.6M |
| Heitman Real Estate Securities LLC | 3.01% | Add +256.0% | 540,037 | $46.5M |
| Nomura Asset Management Co. Ltd. | 0.13% | Add +5.0% | 498,109 | $42.9M |
| Royal Bank of Canada | 0.01% | Reduce -0.5% | 497,929 | $42.8M |
| Border to Coast Pensions Partnership Ltd | 0.85% | Add +4.3% | 480,000 | $41.3M |
| California Public Employees Retirement System | 0.03% | Reduce -3.5% | 479,201 | $41.2M |
| American Century Companies Inc. | 0.03% | Reduce -23.4% | 479,116 | $41.2M |
| National Pension Service | 0.04% | Add +17.4% | 472,921 | $40.7M |
| Intech Investment Management LLC | 0.40% | Add +6.8% | 448,761 | $38.6M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +1.9% | 443,469 | $38.3M |
| California State Teachers Retirement System | 0.05% | Reduce -0.8% | 430,924 | $37.1M |
| Rockefeller Capital Management L.P. | 0.09% | Add +36.7% | 427,565 | $36.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.9% | 422,423 | $36.3M |
| Bank of Montreal | 0.02% | Reduce -33.6% | 418,536 | $36.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -26.4% | 387,280 | $33.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Reduce -2.6% | 367,597 | $31.6M |
| Aviva PLC | 0.07% | Reduce -17.5% | 354,186 | $30.5M |
| Storebrand Asset Management As | 0.09% | Add +68.9% | 338,906 | $29.2M |
| Korea Investment CORP | 0.07% | Add +68.5% | 335,070 | $28.8M |
| Marble Harbor Investment Counsel, LLC | 3.23% | Reduce -3.8% | 333,588 | $28.7M |
| Blair William & Co. | 0.09% | Reduce -1.2% | 330,538 | $28.4M |
| Waterfront Capital Partners, LLC | 4.79% | Add +36.7% | 325,120 | $28.0M |
| Adell Harriman & Carpenter Inc. | 2.09% | Reduce -2.4% | 321,834 | $27.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +178.6% | 318,052 | $27.4M |
| Aberdeen Group plc | 0.05% | Reduce -51.0% | 308,646 | $26.4M |
| Swedbank AB | 0.03% | Add +4.9% | 303,030 | $26.1M |
| Jump Financial, LLC | 0.40% | Add +725.9% | 301,333 | $25.9M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +0.2% | 289,806 | $24.9M |
| Macquarie Group Ltd. | 0.03% | Add +9.4% | 283,256 | $24.4M |
| Andra AP-fonden | 0.39% | Add +17.4% | 274,800 | $23.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Reduce -10.0% | 265,331 | $22.8M |
| Worldquant Millennium Advisors LLC | 0.14% | New | 260,981 | $22.5M |
| Pacer Advisors, Inc. | 0.05% | Add +15.6% | 244,486 | $21.0M |
| Regions Financial Corp. | 0.15% | Add +4.5% | 241,276 | $20.8M |
| National Bank of Canada | 0.02% | Add +58.1% | 239,676 | $20.6M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.5% | 232,002 | $20.0M |
| Citigroup Inc. | 0.02% | Add +35.0% | 230,629 | $19.8M |
| New York State Teachers Retirement System | 0.05% | Reduce -9.8% | 227,739 | $19.6M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -2.2% | 227,016 | $19.5M |
| Corient Private Wealth LP | 0.03% | Add +3.5% | 223,772 | $19.3M |
| Man Group plc | 0.06% | Reduce -2.7% | 214,776 | $18.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.9% | 213,899 | $18.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.0% | 209,352 | $18.0M |
| New York State Common Retirement Fund | 0.03% | Add +8.2% | 206,074 | $17.7M |
| Moran Wealth Management, LLC | 0.60% | Reduce -1.4% | 205,990 | $17.7M |
| Stifel Financial Corp. | 0.02% | Reduce -24.0% | 205,172 | $17.7M |
| Credit Agricole S A | 0.07% | Reduce -12.3% | 200,767 | $17.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +3.6% | 195,137 | $16.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +5.6% | 194,795 | $16.8M |
| Lasalle Investment Management Securities LLC | 0.73% | New | 194,144 | $16.7M |
| TD Asset Management Inc | 0.02% | Reduce -90.1% | 194,024 | $16.7M |
| STRS Ohio | 0.07% | Add +45.5% | 190,800 | $16.4M |
| United Bank | 2.06% | Reduce -12.1% | 188,175 | $16.2M |
| State of Wisconsin Investment Board | 0.04% | Add +5.1% | 187,787 | $16.2M |
| United Capital Financial Advisors, LLC | 0.14% | Add +0.5% | 183,706 | $15.8M |
| Resona Asset Management Co.,Ltd. | 0.09% | Add +7.8% | 178,454 | $15.2M |
| State of Alaska, Department of Revenue | 0.17% | Add +1.4% | 176,632 | $15.2M |
| Alyeska Investment Group, L.P. | 0.06% | New | 176,584 | $15.2M |
| Schonfeld Strategic Advisors LLC | 0.10% | Reduce -25.4% | 175,904 | $15.1M |
| Two Sigma Investments, LP | 0.03% | New | 175,533 | $15.1M |
| Employees Retirement System of Texas | 0.16% | Add +32.0% | 172,324 | $14.8M |
| Handelsbanken Fonder AB | 0.06% | Reduce -18.6% | 170,889 | $14.7M |
| Cetera Investment Advisers | 0.03% | Add +10.3% | 168,743 | $14.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -16.3% | 167,828 | $14.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.08% | Add +3.0% | 161,894 | $13.9M |
| Dana Investment Advisors, Inc. | 0.49% | Reduce -3.2% | 159,047 | $13.7M |
| Brookstone Capital Management | 0.20% | Add +28.8% | 158,221 | $13.6M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Add +0.0% | 154,053 | $13.3M |
| Burney Co./ | 0.48% | Reduce -1.4% | 152,148 | $13.1M |
| First Trust Advisors LP | 0.01% | Reduce -30.8% | 151,710 | $13.1M |
| ExodusPoint Capital Management, LP | 0.17% | Reduce -19.2% | 150,704 | $13.0M |
| Focus Partners Wealth | 0.03% | Add +22.3% | 149,537 | $12.9M |
| Royal London Asset Management Ltd. | 0.03% | Add +8.9% | 149,037 | $12.8M |
| APG Asset Management N.V. | 0.04% | Reduce -0.6% | 158,200 | $12.6M |
| Danske Bank A/S | 0.04% | Reduce -11.2% | 144,672 | $12.4M |
| Toronto Dominion Bank | 0.03% | Reduce -9.5% | 143,813 | $12.4M |
| Pinebridge Investments, L.P. | 0.10% | Add +19.4% | 142,338 | $12.2M |
| TCV Trust & Wealth Management, Inc. | 1.13% | Reduce -2.4% | 142,269 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.3% | 142,256 | $12.2M |
| Vert Asset Management LLC | 4.02% | Add +5.2% | 136,046 | $11.7M |
| QRG Capital Management, Inc. | 0.12% | Reduce -8.5% | 135,458 | $11.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +12.3% | 127,542 | $11.6M |
| Voya Investment Management LLC | 0.02% | Reduce -2.2% | 134,366 | $11.6M |
| Treasurer of the State of North Carolina | 0.05% | Add +1.3% | 133,244 | $11.5M |
| Cibc World Market Inc. | 0.03% | Reduce -19.0% | 133,111 | $11.5M |
| Mutual Advisors, LLC | 0.33% | Add +7.9% | 130,443 | $11.4M |
| Ar Asset Management Inc. | 2.58% | No change | 130,600 | $11.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +4.3% | 126,414 | $10.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -5.0% | 124,963 | $10.8M |
| Franklin Resources Inc. | 0.00% | Reduce -1.7% | 122,839 | $10.6M |
| Sargent Investment Group, LLC | 1.68% | Reduce -2.9% | 121,947 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +6.1% | 121,152 | $10.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +72.5% | 119,804 | $10.3M |
| Cibc World Markets Corp. | 0.08% | Reduce -10.8% | 117,477 | $10.1M |
| Tectonic Advisors LLC | 0.62% | Add +15.8% | 115,997 | $10.0M |
| IFM Investors Pty Ltd | 0.11% | Reduce -7.1% | 114,068 | $9.8M |
| UniSuper Management Pty Ltd | 0.07% | Add +3.7% | 113,493 | $9.8M |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Reduce -0.8% | 112,100 | $9.6M |
| Sheaff Brock Investment Advisors, LLC | 0.88% | Reduce -0.8% | 111,304 | $9.6M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -2.9% | 109,603 | $9.5M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -49.7% | 109,343 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Add +27.6% | 109,124 | $9.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -8.2% | 107,640 | $9.4M |
| Eisler Capital Management Ltd. | 0.28% | New | 107,720 | $9.3M |
| Knights of Columbus Asset Advisors LLC | 0.63% | Reduce -44.2% | 106,786 | $9.2M |
| Creative Planning | 0.01% | Add +7.4% | 106,663 | $9.2M |
| State of Tennessee, Department of Treasury | 0.03% | Add +13.3% | 102,433 | $8.8M |
| KLP Kapitalforvaltning As | 0.04% | Add +1.8% | 98,916 | $8.6M |
| Private Advisor Group, LLC | 0.05% | Add +4.5% | 99,362 | $8.5M |
| Chicago Capital, LLC | 0.24% | Reduce -3.8% | 99,214 | $8.5M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -8.8% | 96,740 | $8.3M |
| New Age Alpha Advisors, LLC | 0.37% | Add +73.2% | 96,521 | $8.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -50.4% | 96,475 | $8.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.08% | Add +2.6% | 94,965 | $8.2M |
| Forsta Ap-Fonden | 0.06% | Add +47.5% | 92,800 | $8.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -9.9% | 92,009 | $7.9M |
| Adelante Capital Management LLC | 0.60% | Reduce -12.5% | 390,346 | $7.9M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.8% | 91,868 | $7.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.6% | 90,930 | $7.8M |
| ASR Vermogensbeheer N.V. | 0.12% | — | 90,601 | $7.8M |
| Foresight Capital Management Advisors, Inc. | 4.72% | Add +1.0% | 88,185 | $7.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +4.5% | 88,000 | $7.6M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +553.4% | 86,988 | $7.5M |
| Capital Fund Management S.A. | 0.10% | Add +8.4% | 86,864 | $7.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.6% | 85,846 | $7.4M |
| Renaissance Technologies | 0.01% | New | 85,763 | $7.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.05% | — | 85,400 | $7.3M |
| M&T Bank Corp | 0.03% | Reduce -2.1% | 85,195 | $7.3M |
| Arizona State Retirement System | 0.05% | Reduce -0.4% | 84,865 | $7.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.0% | 82,593 | $7.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.21% | Add +4.9% | 81,621 | $7.0M |
| MML Investors Services, LLC | 0.02% | Reduce -1.9% | 80,762 | $6.9M |
| Xponance LLC | 0.07% | Reduce -18.1% | 80,614 | $6.9M |
| Vestcor Inc | 0.23% | Reduce -6.1% | 80,588 | $6.9M |
| Varma Mutual Pension Insurance Co | 0.06% | Reduce -9.4% | 80,238 | $6.9M |
| State of Michigan Retirement System | 0.04% | No change | 79,646 | $6.9M |
| Nissay Asset Management Corp. /Japan | 0.04% | Add +1.6% | 78,949 | $6.8M |
| Public Sector Pension Investment Board | 0.03% | Reduce -65.1% | 78,542 | $6.8M |
| Edgestream Partners, L.P. | 0.23% | Reduce -5.0% | 77,599 | $6.7M |
| Salem Investment Counselors Inc. | 0.23% | Reduce -1.7% | 77,265 | $6.6M |
| Banco Santander, S.A. | 0.07% | New | 77,016 | $6.6M |
| B&I Capital AG | 2.14% | New | 76,660 | $6.6M |
| Sonora Investment Management Group, LLC | 0.53% | Reduce -2.4% | 76,293 | $6.6M |
| Wealthfront Advisers LLC | 0.02% | Add +4.7% | 75,781 | $6.5M |
| Bowen Hanes & Co. Inc. | 0.18% | New | 75,000 | $6.5M |
| Nomura Holdings Inc. | 0.03% | Add +70.4% | 74,514 | $6.4M |
| Avantax Advisory Services, Inc. | 0.04% | Add +3.2% | 73,896 | $6.4M |
| Corebridge Financial, Inc. | 0.04% | Reduce -3.7% | 73,436 | $6.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | New | 70,641 | $6.1M |
| Candriam S.C.A. | 0.04% | Reduce -9.2% | 70,017 | $6.0M |
| Verition Fund Management LLC | 0.04% | Add +58.3% | 69,571 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -59.9% | 67,814 | $5.8M |
| Czech National Bank | 0.05% | Add +6.0% | 67,467 | $5.8M |
| KBC Group NV | 0.02% | Reduce -83.3% | 67,353 | $5.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +5.6% | 66,002 | $5.7M |
| Squarepoint Ops LLC | 0.01% | Add +87.5% | 65,714 | $5.7M |
| Gotham Asset Management | 0.05% | Reduce -24.1% | 65,684 | $5.7M |
| Allworth Financial LP | 0.03% | Add +1.6% | 65,378 | $5.6M |
| AQR Capital Management | 0.01% | Reduce -68.0% | 65,165 | $5.5M |
| Nia Impact Advisors, LLC | 2.05% | Reduce -7.5% | 64,076 | $5.5M |
| American Trust Investment Advisors, LLC | 2.29% | Reduce -6.3% | 63,514 | $5.5M |
| Nordea Investment Management AB | 0.01% | Add +125.7% | 63,114 | $5.4M |
| Two Sigma Advisers, LP | 0.01% | Add +714.3% | 62,700 | $5.4M |
| Advisors Asset Management, Inc. | 0.10% | Reduce -5.2% | 62,318 | $5.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.9% | 62,310 | $5.4M |
| Crossmark Global Holdings, Inc. | 0.09% | Add +7.7% | 62,028 | $5.3M |
| SG Americas Securities, LLC | 0.02% | Add +1116.0% | 60,265 | $5.2M |
| First National Trust Co | 0.21% | Reduce -7.1% | 60,200 | $5.2M |
| Amalgamated Bank | 0.04% | Add +2.7% | 60,085 | $5.2M |
| USS Investment Management Ltd | 0.04% | No change | 59,702 | $5.1M |
| Nippon Life Global Investors Americas, Inc. | 0.25% | Reduce -49.9% | 58,610 | $5.1M |
| Ethic Inc. | 0.10% | Reduce -3.8% | 58,278 | $5.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -1.8% | 58,746 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.2% | 58,449 | $5.0M |
| Van Eck Associates Corp. | 0.01% | Add +4.2% | 57,889 | $5.0M |
| Teacher Retirement System of Texas | 0.02% | Add +60.4% | 57,824 | $5.0M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Reduce -17.7% | 57,462 | $4.9M |
| American Assets Capital Advisers, LLC | 2.06% | Add +1045.5% | 57,193 | $4.9M |
| Peapack Gladstone Financial Corp. | 0.07% | Reduce -3.3% | 56,598 | $4.9M |
| ProShare Advisors LLC | 0.01% | Add +5.1% | 56,176 | $4.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -0.1% | 56,122 | $4.8M |
| Polar Asset Management Partners Inc. | 0.22% | Reduce -60.4% | 56,046 | $4.8M |
| Allianz Asset Management GmbH | 0.01% | Add +12.6% | 55,250 | $4.8M |
| Engineers Gate Manager LP | 0.08% | Add +49.0% | 55,126 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.2% | 54,772 | $4.7M |
| Woodstock Corp. | 0.45% | Reduce -17.4% | 53,428 | $4.6M |
| Werlinich Asset Management, LLC | 2.83% | Add +0.2% | 51,812 | $4.5M |
| DNB Asset Management AS | 0.02% | Reduce -1.6% | 51,732 | $4.5M |
| Oliver Luxxe Assets LLC | 0.82% | No change | 51,469 | $4.4M |
| Promethos Capital, LLC | 1.60% | Reduce -2.6% | 50,782 | $4.4M |
| Moors & Cabot, Inc. | 0.22% | Reduce -22.3% | 50,540 | $4.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -5.5% | 50,184 | $4.3M |
| Tudor Investment Corporation | 0.04% | New | 50,109 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +149.3% | 49,774 | $4.3M |
| Oddo BHF Asset Management Sas | 0.18% | Reduce -51.2% | 49,686 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.4% | 49,086 | $4.2M |
| Yousif Capital Management, LLC | 0.05% | Reduce -0.8% | 48,982 | $4.2M |
| Alberta Investment Management Corp | 0.03% | Add +100.0% | 48,800 | $4.2M |
| Raiffeisen Bank International AG | 0.07% | Add +28.9% | 49,170 | $4.2M |
| Janus Henderson Group PLC | 0.00% | Add +31.6% | 49,171 | $4.2M |
| Utah Retirement Systems | 0.05% | No change | 48,214 | $4.1M |
| Y-Intercept (Hong Kong) Ltd | 0.28% | Add +73.8% | 47,980 | $4.1M |
| Prudential PLC | 0.02% | Reduce -27.5% | 46,159 | $4.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -0.1% | 46,081 | $3.9M |
| Swiss Life Asset Management Ltd | 0.03% | Add +19.2% | 45,325 | $3.9M |
| WealthTrust Axiom LLC | 1.18% | Reduce -2.3% | 45,217 | $3.9M |
| RB Capital Management, LLC | 0.99% | Reduce -2.7% | 45,098 | $3.9M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.6% | 44,666 | $3.8M |
| Trinity Legacy Partners, LLC | 0.95% | Reduce -13.1% | 38,642 | $3.8M |
| New York Life Investment Management LLC | 0.04% | Reduce -0.6% | 43,517 | $3.7M |
| Bank of Nova Scotia | 0.01% | Reduce -8.8% | 43,429 | $3.7M |
| Spirit of America Management Corp. | 0.75% | Add +4.6% | 43,250 | $3.7M |
| Truist Financial Corp. | 0.01% | Reduce -3.7% | 43,084 | $3.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | No change | 42,359 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +22.9% | 42,272 | $3.6M |
| Vectors Research Management, LLC | 1.27% | Add +9.4% | 42,076 | $3.6M |
| Holderness Investments Co. | 0.84% | Reduce -0.1% | 42,053 | $3.6M |
| Mariner, LLC | 0.01% | Reduce -16.5% | 41,620 | $3.6M |
| Nepsis Inc. | 0.87% | Reduce -15.0% | 41,070 | $3.5M |
| Quantinno Capital Management LP | 0.02% | Add +92.6% | 40,710 | $3.5M |
| Shelton Capital Management | 0.08% | No change | 40,663 | $3.5M |
| Centiva Capital, LP | 0.20% | Add +21.6% | 39,782 | $3.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -92.3% | 39,516 | $3.4M |
| Pensionfund PDN | 2.19% | Reduce -9.4% | 38,500 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.4% | 38,032 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +5.0% | 36,172 | $3.1M |
| FORA Capital, LLC | 0.32% | Reduce -25.7% | 36,263 | $3.1M |
| Lee Danner & Bass Inc. | 0.25% | Add +4.6% | 36,025 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.20% | Add +0.0% | 35,089 | $3.0M |
| Azimuth Capital Investment Management LLC | 0.12% | Add +4.0% | 34,716 | $3.0M |
| Ranch Capital Advisors Inc. | 1.41% | Add +3.4% | 34,199 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.8% | 34,156 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +3.8% | 34,070 | $2.9M |
| One Capital Management, LLC | 0.10% | Reduce -33.0% | 33,738 | $2.9M |
| Lido Advisors, LLC | 0.02% | Add +26.5% | 33,259 | $2.9M |
| Hourglass Capital, LLC | 0.75% | Reduce -0.1% | 33,400 | $2.9M |
| Venture Visionary Partners LLC | 0.12% | Reduce -23.2% | 32,618 | $2.8M |
| Smithfield Trust Co | 0.14% | Reduce -1.4% | 32,569 | $2.8M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -1.4% | 32,455 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -17.0% | 32,029 | $2.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.73% | New | 31,648 | $2.7M |
| Courier Capital LLC | 0.18% | Add +7.1% | 31,609 | $2.7M |
| Algert Global LLC | 0.07% | New | 31,523 | $2.7M |
| Siemens Fonds Invest GmbH | 0.18% | Reduce -0.6% | 31,164 | $2.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.1% | 31,158 | $2.7M |
| Investor's Fiduciary Advisor Network, LLC | 1.26% | Reduce -10.8% | 30,949 | $2.7M |
| James Hambro & Partners LLP | 0.11% | Reduce -5.8% | 30,612 | $2.6M |
| Dumont & Blake Investment Advisors LLC | 0.73% | Add +0.2% | 30,364 | $2.6M |
| OP Asset Management Ltd | 0.04% | — | 30,309 | $2.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 30,171 | $2.6M |
| Elo Mutual Pension Insurance Co | 0.06% | Reduce -1.5% | 29,924 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.5% | 29,904 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -29.1% | 29,417 | $2.6M |
| CW Advisors, LLC | 0.03% | Reduce -10.2% | 29,559 | $2.5M |
| Shell Asset Management Co. | 0.12% | Reduce -19.9% | 29,497 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.0% | 29,216 | $2.5M |
| CHB Investment Group, LLC | 1.33% | Add +1.2% | 29,175 | $2.5M |
| ING Groep NV | 0.02% | Reduce -22.3% | 29,108 | $2.5M |
| Sage Capital Management, LLC | 1.35% | Reduce -0.9% | 28,928 | $2.5M |
| Norinchukin Bank, The | 0.05% | Add +9.9% | 28,668 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +15.9% | 28,369 | $2.4M |
| Mackenzie Financial Corp. | 0.00% | Add +12.9% | 28,337 | $2.4M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Add +319.1% | 28,209 | $2.4M |
| Independent Advisor Alliance | 0.08% | Reduce -29.6% | 27,675 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.6% | 27,396 | $2.4M |
| Wolverine Asset Management LLC | 0.18% | Add +44.4% | 27,282 | $2.3M |
| Rakuten Investment Management, Inc. | 0.01% | — | 26,840 | $2.3M |
| AXA S.A. | 0.01% | Add +588.8% | 26,450 | $2.3M |
| NEOS Investment Management LLC | 0.04% | Add +62.8% | 26,091 | $2.2M |
| Aurora Investment Counsel | 1.21% | New | 25,444 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.4% | 25,269 | $2.2M |
| TFG Advisers LLC | 0.79% | Add +2.0% | 25,238 | $2.2M |
| Ellsworth Advisors, LLC | 0.57% | Add +0.9% | 25,194 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +5.4% | 25,144 | $2.2M |
| CoreFirst Bank & Trust | 1.39% | Reduce -0.4% | 25,074 | $2.2M |
| Woodline Partners LP | 0.01% | Add +41.0% | 24,742 | $2.1M |
| Gables Capital Management Inc. | 1.05% | Add +0.4% | 24,742 | $2.1M |
| US Bancorp \de | 0.00% | Add +6.8% | 24,291 | $2.1M |
| Erste Asset Management GmbH | 0.03% | Reduce -71.7% | 24,500 | $2.1M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -6.2% | 24,202 | $2.1M |
| Entropy Technologies, LP | 0.20% | New | 24,177 | $2.1M |
| Moody National Bank Trust Division | 0.21% | Add +0.1% | 23,950 | $2.1M |
| Banque Cantonale Vaudoise | 0.09% | — | 23,815 | $2.0M |
| GeoWealth Management, LLC | 0.08% | Reduce -12.7% | 23,760 | $2.0M |
| Sippican Capital Advisors | 1.54% | Reduce -0.2% | 23,712 | $2.0M |
| Mizuho Securities USA LLC | 0.04% | Reduce -15.4% | 23,520 | $2.0M |
| PFG Investments, LLC | 0.13% | Reduce -8.3% | 23,466 | $2.0M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -9.8% | 23,270 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 23,263 | $2.0M |
| Aigen Investment Management, LP | 0.32% | New | 23,104 | $2.0M |
| Quantbot Technologies LP | 0.06% | Reduce -49.8% | 23,078 | $2.0M |
| Tredje AP-fonden | 0.02% | No change | 23,057 | $2.0M |
| Ancora Advisors LLC | 0.04% | No change | 22,740 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +4.3% | 22,601 | $1.9M |
| F/m Investments LLC | 0.08% | Reduce -4.4% | 22,406 | $1.9M |
| Quadrature Capital Ltd | 0.04% | Add +86.7% | 22,389 | $1.9M |
| Fiduciary Trust Co | 0.02% | Reduce -0.7% | 21,574 | $1.9M |
| Heritage Trust Co | 0.22% | Reduce -2.9% | 21,503 | $1.9M |
| KCM Investment Advisors LLC | 0.07% | No change | 21,310 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.79% | New | 21,247 | $1.8M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -14.2% | 21,193 | $1.8M |
| Cascade Investment Group, Inc. | 1.39% | Reduce -2.2% | 21,080 | $1.8M |
| Oak Thistle LLC | 0.36% | Add +189.2% | 20,886 | $1.8M |
| Naviter Wealth, LLC | 0.22% | Add +3.8% | 20,769 | $1.8M |
| Kentucky Trust Co | 1.05% | Reduce -4.2% | 20,595 | $1.8M |
| Fifth Third Bancorp | 0.01% | Reduce -1.1% | 20,591 | $1.8M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 20,469 | $1.8M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +5.4% | 20,206 | $1.7M |
| Safe Harbor Fiduciary, LLC | 1.78% | Reduce -0.6% | 20,026 | $1.7M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.4% | 19,876 | $1.7M |
| Natixis | 0.01% | New | 19,581 | $1.7M |
| Pensionfund Sabic | 0.50% | Reduce -13.4% | 19,300 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -14.9% | 19,020 | $1.6M |
| Tidal Investments LLC | 0.01% | Add +24.6% | 18,605 | $1.6M |
| Madison Asset Management, LLC | 0.02% | Reduce -24.0% | 18,531 | $1.6M |
| Tyler-Stone Wealth Management | 0.28% | Reduce -10.8% | 18,423 | $1.6M |
| Trust Investment Advisors | 1.02% | Add +1.4% | 18,419 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +7.7% | 18,264 | $1.6M |
| RFG Advisory, LLC | 0.04% | Add +28.3% | 18,183 | $1.6M |
| Commerce Bank | 0.01% | Reduce -7.5% | 18,174 | $1.6M |
| AG2R La Mondiale Gestion D'actifs | 0.08% | — | 15,836 | $1.6M |
| Hartford Investment Management Co. | 0.05% | Reduce -1.0% | 18,001 | $1.5M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 17,827 | $1.5M |
| Zacks Investment Management | 0.01% | Add +3.1% | 17,685 | $1.5M |
| Highline Wealth Partners LLC | 0.50% | Reduce -4.6% | 17,284 | $1.5M |
| Praxis Investment Management Inc. | 0.10% | Reduce -15.7% | 17,280 | $1.5M |
| Bramshill Investments, LLC | 0.15% | Add +156.4% | 17,241 | $1.5M |
| DoubleLine ETF Adviser LP | 0.49% | Reduce -18.4% | 17,189 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Add +64.0% | 17,089 | $1.5M |
| King Luther Capital Management Corp. | 0.01% | No change | 17,041 | $1.5M |
| Inspire Trust Co, N.A. | 0.35% | Add +21.4% | 17,000 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -7.5% | 16,701 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -27.5% | 16,554 | $1.4M |
| Claro Advisors Inc. | 0.19% | Reduce -0.3% | 16,549 | $1.4M |
| HighPoint Advisor Group LLC | 0.08% | Reduce -11.6% | 15,676 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | No change | 15,800 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | Reduce -1.4% | 15,545 | $1.3M |
| Ossiam | 0.02% | Reduce -2.2% | 15,536 | $1.3M |
| Burling Wealth Partners, LLC | 0.28% | Reduce -1.1% | 15,527 | $1.3M |
| Metis Global Partners, LLC | 0.04% | Add +15.6% | 15,425 | $1.3M |
| Principal Securities, Inc. | 0.03% | No change | 12,542 | $1.3M |
| Merit Financial Group, LLC | 0.02% | Add +2.3% | 15,278 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -1.3% | 15,173 | $1.3M |
| Delphi Management Inc. | 1.33% | Add +12.2% | 15,155 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -14.2% | 14,936 | $1.3M |
| Corrado Advisors, LLC | 0.84% | Add +0.7% | 14,644 | $1.3M |
| Denali Advisors LLC | 0.14% | Reduce -0.8% | 14,586 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +14.7% | 14,537 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -55.9% | 14,439 | $1.2M |
| Virtus Investment Advisers, LLC | 0.34% | New | 14,385 | $1.2M |
| Beacon Financial Advisory LLC | 0.37% | Reduce -0.6% | 14,377 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +65.5% | 14,363 | $1.2M |
| Truvestments Capital LLC | 0.27% | Reduce -0.7% | 14,311 | $1.2M |
| Comprehensive Money Management Services LLC | 0.99% | Add +0.1% | 14,278 | $1.2M |
| Savoie Capital LLC | 0.14% | No change | 11,545 | $1.2M |
| Brookfield Corp | 0.00% | Add +26.1% | 14,022 | $1.2M |
| Reik & Co., LLC | 0.28% | Reduce -0.7% | 13,980 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -1.4% | 13,740 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.4% | 13,609 | $1.2M |
| E. Ohman J:or Asset Management AB | 0.03% | No change | 13,603 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -25.5% | 13,578 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -10.9% | 13,418 | $1.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | No change | 13,545 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -6.8% | 13,405 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Reduce -6.7% | 13,374 | $1.2M |
| Community Bank of Raymore | 0.93% | Reduce -19.1% | 13,341 | $1.1M |
| Royal Fund Management, LLC | 0.14% | Add +1.0% | 13,312 | $1.1M |
| Crescent Grove Advisors, LLC | 0.12% | No change | 13,054 | $1.1M |
| Prana Capital Management, LP | 0.05% | Reduce -9.8% | 13,016 | $1.1M |
| Schroder Investment Management Group | 0.00% | Add +19.6% | 13,028 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -10.6% | 12,843 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.9% | 12,822 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Add +1.6% | 12,750 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -37.2% | 12,554 | $1.1M |
| HM Payson & Co. | 0.02% | Add +2.2% | 12,526 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +45.4% | 12,513 | $1.1M |
| Roman Butler Fullerton & Co. | 0.42% | Reduce -5.8% | 12,861 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.0% | 12,438 | $1.1M |
| One Charles Private Wealth Services, LLC | 0.34% | Add +4.7% | 12,308 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -43.5% | 12,220 | $1.1M |
| Widmann Financial Services, Inc. | 0.81% | No change | 12,194 | $1.0M |
| GWN Securities Inc. | 0.06% | New | 10,877 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -27.9% | 12,120 | $1.0M |
| Kintegral Advisory, LLC | 0.10% | Reduce -0.3% | 11,915 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -57.5% | 12,016 | $1.0M |
| Segall Bryant & Hamill, LLC | 0.02% | No change | 12,009 | $1.0M |
| Creekmur Asset Management LLC | 0.21% | Reduce -13.7% | 11,920 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Add +0.1% | 11,810 | $1.0M |
| Leonteq Securities AG | 0.08% | Add +219.2% | 11,906 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Add +150.4% | 11,687 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | Add +49.4% | 11,682 | $1.0M |
| Chesley Taft & Associates LLC | 0.05% | Add +2.8% | 11,667 | $1.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -1.3% | 11,621 | $1.0M |
| Delta Capital Management LLC | 0.59% | No change | 11,610 | $999K |
| Assenagon Asset Management S.A. | 0.00% | Add +3.5% | 11,538 | $993K |
| Retirement Planning Co of New England, Inc. | 0.49% | Add +1.6% | 11,432 | $984K |
| Private Advisory Group LLC | 0.11% | Add +18.1% | 11,416 | $982K |
| Guardian Asset Advisors, LLC | 0.64% | Reduce -0.8% | 11,344 | $976K |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -39.2% | 11,188 | $963K |
| Jones Financial Companies LLLP | 0.00% | Add +58.3% | 11,269 | $959K |
| Kessler Investment Group, LLC | 0.47% | Reduce -6.0% | 11,082 | $953K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +3.3% | 10,991 | $946K |
| Abbot Financial Management, Inc. | 0.49% | No change | 10,918 | $939K |
| American Institute for Advanced Investment Management, LLP | 0.71% | Add +6.6% | 10,870 | $935K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +17.5% | 10,782 | $928K |
| Bleakley Financial Group, LLC | 0.03% | Reduce -40.4% | 10,776 | $927K |
| Contravisory Investment Management, Inc. | 0.20% | Reduce -0.3% | 10,775 | $927K |
| Jefferies Financial Group Inc. | 0.02% | New | 10,764 | $926K |
| Ingalls & Snyder LLC | 0.03% | Reduce -0.5% | 10,755 | $925K |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -21.5% | 10,698 | $920K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +3.2% | 10,671 | $918K |
| HUB Investment Partners, LLC | 0.04% | Add +0.6% | 10,670 | $918K |
| Wellington Shields & Co., LLC | 0.29% | No change | 10,643 | $916K |
| Perpetual Ltd | 0.01% | No change | 10,570 | $909K |
| Aspire Private Capital, LLC | 0.23% | Add +9.7% | 10,569 | $909K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.1% | 10,475 | $901K |
| Pathway Financial Advisers, LLC | 0.31% | Reduce -17.8% | 10,374 | $893K |
| Plimoth Trust Co. LLC | 0.23% | No change | 10,328 | $889K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.2% | 10,318 | $888K |
| Townsquare Capital LLC | 0.01% | Reduce -2.3% | 10,096 | $869K |
| Smith Group Asset Management, LLC | 0.06% | No change | 10,000 | $860K |
| Federated Hermes, Inc. | 0.00% | Reduce -77.4% | 9,951 | $856K |
| Montag A & Associates Inc. | 0.04% | No change | 9,878 | $855K |
| SVB Wealth LLC | 0.03% | Reduce -9.2% | 9,880 | $850K |
| HB Wealth Management, LLC | 0.01% | Add +23.2% | 9,723 | $837K |
| Beacon Investment Advisors LLC | 0.39% | Add +2.0% | 9,692 | $834K |
| Verus Capital Partners, LLC | 0.08% | Reduce -1.8% | 9,677 | $833K |
| DAVENPORT & Co LLC | 0.00% | Reduce -62.0% | 9,670 | $832K |
| &partners | 0.01% | Add +1.7% | 9,739 | $827K |
| Heartland Bank & Trust Co | 0.42% | Add +16.6% | 9,492 | $817K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -26.6% | 9,418 | $810K |
| Independent Financial Group, LLC | 0.03% | Reduce -40.4% | 9,374 | $807K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.3% | 9,343 | $804K |
| Strait & Sound Wealth Management LLC | 0.37% | Add +0.9% | 9,207 | $792K |
| Vident Advisory, LLC | 0.01% | Add +113.3% | 9,201 | $792K |
| Harbour Investments, Inc. | 0.02% | Reduce -18.1% | 9,179 | $790K |
| Ullmann Wealth Partners Group, LLC | 0.10% | Add +0.6% | 9,169 | $789K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +9.7% | 9,083 | $781K |
| Founders Financial Alliance, LLC | 0.19% | Add +0.2% | 9,029 | $777K |
| MAI Capital Management | 0.01% | Reduce -30.1% | 8,998 | $774K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -30.9% | 8,974 | $772K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.0% | 8,873 | $763K |
| Checchi Capital Advisers, LLC | 0.05% | Add +10.4% | 8,869 | $763K |
| Glenmede Trust Co. NA | 0.00% | Add +24.8% | 8,819 | $759K |
| Colonial River Investments, LLC | 0.42% | Reduce -37.3% | 8,795 | $757K |
| Princeton Capital Management LLC | 0.27% | Reduce -14.3% | 8,792 | $756K |
| Herold Advisors, Inc. | 0.17% | Add +0.0% | 8,757 | $753K |
| Savant Capital, LLC | 0.01% | Reduce -25.7% | 8,714 | $750K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.0% | 8,657 | $745K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.0% | 8,657 | $745K |
| Fiduciary Family Office, LLC | 0.25% | New | 8,582 | $738K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -4.1% | 8,540 | $735K |
| Measured Wealth Private Client Group, LLC | 0.24% | Reduce -8.7% | 8,533 | $734K |
| Capstone Investment Advisors, LLC | 0.01% | Add +213.5% | 8,524 | $733K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | New | 8,466 | $728K |
| Future Financial Wealth Managment LLC | 0.53% | Reduce -16.0% | 8,416 | $724K |
| Genesee Capital Advisors, LLC | 0.36% | Reduce -37.4% | 8,379 | $721K |
| WealthBridge Capital Management, LLC | 0.20% | Reduce -36.6% | 8,352 | $719K |
| Cardinal Point Capital Management ULC | 0.07% | Reduce -19.6% | 8,200 | $714K |
| Investment Management Corp of Ontario | 0.01% | Reduce -73.2% | 8,291 | $713K |
| Atwood & Palmer Inc. | 0.05% | No change | 8,250 | $710K |
| Rik Saylor Financial, Inc. | 0.62% | Add +0.1% | 8,222 | $707K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -75.1% | 8,157 | $707K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -5.6% | 8,199 | $705K |
| Point72 (DIFC) Ltd | 0.07% | New | 8,171 | $703K |
| Mathes Company, Inc. | 0.28% | Reduce -1.2% | 8,050 | $693K |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -1.9% | 8,012 | $689K |
| RNC Capital Management LLC | 0.04% | No change | 8,001 | $688K |
| Bailard, Inc. | 0.02% | Reduce -1.4% | 7,942 | $683K |
| Wedbush Securities Inc. | 0.03% | Reduce -1.1% | 7,942 | $683K |
| V-Square Quantitative Management LLC | 0.10% | Add +12.8% | 7,918 | $681K |
| Essex Financial Services, Inc. | 0.05% | Reduce -0.1% | 7,836 | $674K |
| Archer Investment Corp | 0.17% | Reduce -0.4% | 7,800 | $671K |
| Aptus Capital Advisors, LLC | 0.01% | Add +44.7% | 7,747 | $667K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -20.8% | 7,745 | $666K |
| FIL Ltd | 0.00% | Add +39.5% | 7,740 | $666K |
| Independence Bank of Kentucky | 0.10% | No change | 7,724 | $665K |
| Integrated Advisors Network LLC | 0.03% | Reduce -6.1% | 7,669 | $660K |
| Mindset Wealth Management, LLC | 0.26% | Add +0.9% | 7,657 | $659K |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.5% | 7,600 | $654K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -3.5% | 7,668 | $653K |
| Csenge Advisory Group | 0.04% | Reduce -34.8% | 7,737 | $652K |
| Composition Wealth, LLC | 0.01% | Add +134.7% | 7,545 | $649K |
| TBH Global Asset Management, LLC | 0.12% | Reduce -4.3% | 7,509 | $646K |
| Sterling Capital Management LLC | 0.01% | Reduce -25.7% | 7,502 | $645K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +4.0% | 7,475 | $643K |
| Greenleaf Trust | 0.01% | Reduce -2.4% | 7,368 | $634K |
| GM Advisory Group, LLC | 0.03% | Reduce -6.3% | 7,302 | $628K |
| Outlook Wealth Advisors, LLC | 0.17% | Reduce -1.7% | 7,281 | $626K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -1.7% | 7,270 | $626K |
| United Services Automobile Association | 0.02% | New | 7,308 | $622K |
| Inceptionr LLC | 0.19% | New | 7,214 | $621K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.7% | 7,168 | $617K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.1% | 7,102 | $611K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +2.0% | 7,078 | $609K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.1% | 7,041 | $606K |
| Fiduciary Group, LLC | 0.06% | No change | 7,000 | $602K |
| Ellevest, Inc. | 0.04% | Reduce -4.0% | 6,808 | $586K |
| GC Wealth Management RIA, LLC | 0.11% | Add +9.5% | 6,734 | $579K |
| Westpac Banking Corp. | 0.04% | Add +59.5% | 6,706 | $577K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -4.9% | 6,683 | $575K |
| Smith Asset Management Co., LLC | 0.54% | No change | 6,655 | $573K |
| Diversify Advisory Services, LLC | 0.04% | Add +1.9% | 6,480 | $572K |
| Cwm, LLC | 0.00% | Reduce -3.6% | 6,595 | $567K |
| Integrity Alliance, Llc. | 0.02% | New | 6,559 | $564K |
| Neo Ivy Capital Management | 0.18% | Add +738.9% | 6,468 | $557K |
| Centaurus Financial, Inc. | 0.03% | Reduce -3.2% | 6,434 | $554K |
| Columbia Asset Management | 0.11% | Reduce -29.7% | 6,392 | $550K |
| Boothbay Fund Management, LLC | 0.02% | Add +155.3% | 6,385 | $549K |
| Signaturefd, LLC | 0.01% | Reduce -0.3% | 6,223 | $535K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.7% | 6,220 | $535K |
| Summit Financial, LLC | 0.01% | Add +0.7% | 6,179 | $532K |
| Fisher Asset Management | 0.00% | Add +10.2% | 6,157 | $530K |
| TD Private Client Wealth LLC | 0.01% | Add +0.1% | 6,000 | $516K |
| Sheets Smith Wealth Management | 0.06% | Reduce -1.9% | 5,940 | $511K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.2% | 5,934 | $511K |
| Strategic Investment Advisors / MI | 0.05% | Reduce -43.4% | 5,860 | $504K |
| Quadrant Capital Group LLC | 0.02% | Add +295.5% | 5,853 | $504K |
| Kapstone Financial Advisors LLC | 0.28% | No change | 5,792 | $498K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Add +15.1% | 5,741 | $494K |
| Empowered Funds, LLC | 0.01% | Add +10.3% | 5,728 | $493K |
| EWG Elevate Inc. | 0.19% | Reduce -2.0% | 5,722 | $492K |
| Virtu Financial LLC | 0.03% | New | 5,695 | $490K |
| Fidelis Capital Partners, LLC | 0.05% | Reduce -10.3% | 5,572 | $489K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -23.5% | 5,655 | $487K |
| Garden State Investment Advisory Services LLC | 0.15% | Add +0.0% | 5,554 | $482K |
| Pinnacle Family Advisors, LLC | 0.26% | Add +0.4% | 5,588 | $481K |
| WASHINGTON TRUST Co | 0.02% | Reduce -18.9% | 5,586 | $481K |
| Financial Management Professionals, Inc. | 0.06% | Add +2.6% | 5,574 | $480K |
| GF Fund Management Co. LTD. | 0.01% | Add +4.3% | 5,558 | $478K |
| West Wealth Group, LLC | 0.14% | Add +10.0% | 5,500 | $478K |
| Somerset Trust Co | 0.17% | Add +17.4% | 5,501 | $473K |
| World Investment Advisors | 0.01% | Reduce -35.7% | 5,484 | $472K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.7% | 5,432 | $467K |
| Davis R M Inc. | 0.01% | No change | 5,418 | $466K |
| Lanark Financial, Inc. | 0.04% | — | 5,427 | $466K |
| Ballentine Partners, LLC | 0.01% | Reduce -6.8% | 5,388 | $464K |
| Caprock Group, LLC | 0.01% | Reduce -29.9% | 5,298 | $462K |
| Estabrook Capital Management | 0.07% | No change | 5,337 | $459K |
| EntryPoint Capital, LLC | 0.21% | New | 5,311 | $457K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,335 | $456K |
| Panagora Asset Management Inc. | 0.00% | No change | 5,289 | $455K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.8% | 5,261 | $453K |
| Ostrum Asset Management | 0.02% | Reduce -41.9% | 5,244 | $451K |
| Mufg Securities Americas Inc. | 0.05% | Add +20.0% | 5,200 | $447K |
| Valued Retirements, Inc. | 0.59% | No change | 5,190 | $447K |
| Augustine Asset Management Inc. | 0.13% | Add +4.0% | 5,178 | $446K |
| Texas Yale Capital Corp. | 0.02% | Add +4.7% | 5,155 | $444K |
| Ascentis Independent Advisors | 0.09% | Reduce -2.9% | 5,150 | $443K |
| NorthRock Partners, LLC | 0.01% | Add +2.6% | 5,075 | $440K |
| Hancock Whitney Corp. | 0.01% | Reduce -56.7% | 5,089 | $438K |
| Linscomb Wealth, Inc. | 0.02% | New | 5,033 | $433K |
| NorthStar Asset Management LLC | 0.27% | No change | 5,015 | $431K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -15.8% | 5,014 | $431K |
| Performance Wealth Partners, LLC | 0.02% | No change | 5,007 | $431K |
| Dark Forest Capital Management LP | 0.02% | New | 4,994 | $430K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -10.4% | 4,980 | $428K |
| Atria Investments, Inc | 0.01% | Reduce -71.3% | 4,973 | $428K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -0.9% | 4,887 | $420K |
| Abn Amro Investment Solutions | 0.01% | Add +23.4% | 4,834 | $416K |
| Freedom Investment Management, Inc. | 0.03% | Add +4.2% | 4,834 | $416K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.0% | 4,773 | $415K |
| Accuvest Global Advisors | 0.35% | New | 4,776 | $411K |
| Hilltop Holdings Inc. | 0.03% | Reduce -33.3% | 4,760 | $409K |
| Putney Financial Group LLC | 0.43% | Reduce -3.9% | 4,731 | $407K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 4,692 | $404K |
| Advisors Capital Management, LLC | 0.01% | Add +13.6% | 4,612 | $397K |
| Fortitude Family Office, LLC | 0.14% | Reduce -47.0% | 4,609 | $397K |
| Farringdon Capital, Ltd. | 0.20% | New | 4,540 | $391K |
| Prospera Financial Services Inc | 0.01% | Add +46.8% | 4,536 | $390K |
| Aspen Investment Management Inc | 0.18% | Add +9.7% | 4,531 | $390K |
| NorthCoast Asset Management LLC | 0.00% | Add +8.3% | 4,515 | $388K |
| Essex Bank | 0.10% | Reduce -3.2% | 4,495 | $387K |
| Welch Group, LLC | 0.02% | No change | 4,531 | $386K |
| Koshinski Asset Management, Inc. | 0.03% | Add +1.3% | 4,471 | $385K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -0.7% | 4,464 | $384K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -14.8% | 4,454 | $383K |
| Huntington National Bank | 0.00% | Add +33.5% | 4,419 | $380K |
| Tradewinds, LLC. | 0.11% | No change | 4,415 | $380K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +7.0% | 4,407 | $379K |
| Armor Investment Advisors, LLC | 0.16% | Reduce -3.1% | 4,381 | $377K |
| M&G PLC | 0.00% | New | 4,376 | $376K |
| SFG Wealth Management, LLC. | 0.18% | No change | 4,322 | $372K |
| Sculati Wealth Management, LLC | 0.15% | No change | 4,320 | $372K |
| Fayez Sarofim & Co | 0.00% | Reduce -35.1% | 4,319 | $372K |
| Ameritas Advisory Services, LLC | 0.01% | Add +2.2% | 4,181 | $371K |
| NCP Inc. | 0.50% | Add +0.5% | 4,298 | $370K |
| Symphony Financial, Ltd. Co. | 0.22% | Reduce -76.0% | 4,264 | $368K |
| BCO Wealth Management LLC | 0.29% | No change | 4,275 | $368K |
| Prestige Wealth Management Group LLC | 0.08% | Add +2.5% | 4,263 | $367K |
| Horizon Investments, LLC | 0.01% | Add +5.0% | 4,215 | $363K |
| Chicago Partners Investment Group LLC | 0.01% | Add +9.4% | 3,715 | $361K |
| Stephens Inc. | 0.01% | Add +0.1% | 4,188 | $360K |
| L.M. Kohn & Company | 0.09% | No change | 4,172 | $359K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 4,150 | $357K |
| Sigma Planning Corp | 0.01% | Add +26.5% | 4,140 | $356K |
| Wambolt & Associates, LLC | 0.12% | Reduce -5.8% | 4,050 | $352K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.6% | 4,090 | $352K |
| Disciplined Equity Management, Inc. | 0.24% | No change | 4,085 | $351K |
| Sachetta, LLC | 0.14% | No change | 4,022 | $346K |
| Profund Advisors LLC | 0.01% | Reduce -18.4% | 4,021 | $346K |
| Axis Wealth Partners, LLC | 0.26% | Add +0.1% | 4,020 | $346K |
| GAMMA Investing LLC | 0.03% | Reduce -8.3% | 3,972 | $342K |
| Bogart Wealth, LLC | 0.02% | Reduce -1.6% | 3,907 | $336K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +0.1% | 3,905 | $336K |
| Cynosure Group, LLC | 0.05% | Add +34.5% | 3,853 | $332K |
| Catalyst Funds Management Pty Ltd | 0.09% | Reduce -19.0% | 3,848 | $331K |
| Park National Corp. | 0.01% | No change | 3,838 | $330K |
| Curi Capital, LLC | 0.01% | No change | 3,813 | $330K |
| Ledgewood Wealth Advisors, LLC | 0.21% | No change | 3,806 | $327K |
| Citizens Business Bank | 0.07% | No change | 3,800 | $327K |
| Nexpoint Asset Management, L.P. | 0.03% | No change | 3,800 | $327K |
| Crown Wealth Group, LLC | 0.17% | Add +1.0% | 3,797 | $327K |
| International Assets Investment Management, LLC | 0.03% | Add +2.8% | 3,791 | $326K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.3% | 3,752 | $323K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.7% | 3,728 | $321K |
| RMR Wealth Builders | 0.03% | Reduce -2.7% | 3,650 | $317K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -36.5% | 3,619 | $315K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -73.1% | 3,647 | $314K |
| Destination Wealth Management | 0.01% | No change | 3,646 | $314K |
| Aristeia Capital, L.L.C. | 0.02% | Add +24.4% | 3,640 | $313K |
| Severin Investments, LLC | 0.31% | Add +5.3% | 3,631 | $312K |
| Cetera Trust Company, N.A | 0.20% | No change | 3,625 | $312K |
| MBB Public Markets I LLC | 0.04% | New | 3,604 | $310K |
| Three Magnolias Financial Advisors, LLC | 0.26% | No change | 3,600 | $310K |
| Clarius Group, LLC | 0.02% | Add +82.3% | 3,595 | $309K |
| Strategic Blueprint, LLC | 0.02% | Reduce -5.4% | 3,592 | $309K |
| Marex Group Ltd | 0.01% | Reduce -20.4% | 3,578 | $308K |
| Monument Capital Management | 0.09% | Reduce -60.0% | 3,553 | $306K |
| Palacios Wealth Management, LLC | 0.23% | No change | 3,525 | $303K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -3.9% | 3,520 | $303K |
| Aire Advisors, LLC | 0.06% | Reduce -5.2% | 3,504 | $302K |
| Long Road Investment Counsel, LLC | 0.12% | New | 3,500 | $301K |
| E&G Advisors, LLC | 0.09% | Reduce -5.4% | 3,500 | $301K |
| Philadelphia Trust Co. | 0.03% | No change | 3,500 | $301K |
| Raleigh Capital Management Inc. | 0.14% | Reduce -1.2% | 3,491 | $300K |
| Lokken Investment Group LLC | 0.13% | Add +0.1% | 3,479 | $299K |
| Richard W. Paul & Associates, LLC | 0.12% | Reduce -0.8% | 3,442 | $296K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.1% | 3,441 | $296K |
| Natural Investments, LLC | 0.08% | Add +0.3% | 3,450 | $296K |
| Mechanics Bank Trust Department | 0.04% | New | 3,428 | $295K |
| Robinson Smith Wealth Advisors LLC | 0.25% | Add +31.7% | 3,425 | $295K |
| Southland Equity Partners LLC | 0.07% | Add +0.1% | 3,396 | $292K |
| Foster & Motley Inc. | 0.02% | Reduce -0.7% | 3,375 | $290K |
| Ameliora Wealth Management Ltd. | 0.11% | Add +3250.0% | 3,350 | $288K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 3,350 | $288K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +28.9% | 3,325 | $286K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.32% | Reduce -23.1% | 3,322 | $286K |
| Evergreen Capital Management LLC | 0.01% | Add +9.3% | 3,317 | $285K |
| Sowell Financial Services LLC | 0.01% | New | 3,314 | $285K |
| Advisors Management Group Inc. | 0.06% | No change | 3,309 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.7% | 3,312 | $285K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -43.3% | 3,281 | $282K |
| Whittier Trust Co. | 0.00% | Add +3.4% | 3,265 | $281K |
| Meeder Advisory Services, Inc. | 0.02% | Add +6.2% | 3,229 | $278K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -0.5% | 3,217 | $277K |
| Keystone Financial Group | 0.03% | Add +0.3% | 3,181 | $274K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.1% | 3,145 | $271K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 3,141 | $270K |
| Keystone Wealth Services, LLC | 0.07% | No change | 3,127 | $269K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -68.5% | 3,119 | $268K |
| American Investment Services, Inc. | 0.05% | No change | 3,103 | $267K |
| Fortis Capital Management LLC | 0.05% | New | 3,089 | $266K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +25.2% | 3,075 | $265K |
| Cooper Financial Group | 0.03% | Add +3.0% | 3,042 | $262K |
| Clean Yield Group | 0.08% | Reduce -0.7% | 3,022 | $260K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.0% | 3,014 | $259K |
| Asset Planning,Inc | 0.20% | No change | 3,000 | $258K |
| IMA Advisory Services, Inc. | 0.03% | No change | 2,954 | $256K |
| Intrua Financial, LLC | 0.04% | Add +0.3% | 2,963 | $255K |
| Brooklyn Investment Group | 0.05% | Add +15.7% | 2,954 | $254K |
| Cigna Investments Inc. | 0.05% | Reduce -1.8% | 2,936 | $253K |
| Charter Oak Capital Management, LLC | 0.02% | Add +0.2% | 2,931 | $252K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -14.2% | 2,929 | $252K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Add +0.3% | 2,928 | $252K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -99.4% | 2,919 | $251K |
| Warm Springs Advisors Inc. | 0.25% | Add +12.7% | 2,900 | $250K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -6.3% | 2,876 | $247K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -18.8% | 2,869 | $247K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,859 | $246K |
| Mgo One Seven LLC | 0.01% | Reduce -88.4% | 2,838 | $244K |
| Perennial Investment Advisors, LLC | 0.03% | Add +11.4% | 2,836 | $244K |
| Cypress Capital Group | 0.03% | Reduce -0.7% | 2,815 | $242K |
| Jordan Park Group LLC | 0.02% | No change | 2,803 | $241K |
| IFP Advisors, Inc | 0.01% | Reduce -36.6% | 2,799 | $241K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -1.9% | 2,790 | $240K |
| Keybank National Association | 0.00% | Reduce -43.3% | 2,790 | $240K |
| Seelaus Asset Management LLC | 0.23% | Add +2.8% | 2,775 | $239K |
| Strategic Investment Solutions, Inc. | 0.07% | Add +1281.5% | 2,763 | $238K |
| Howland Capital Management LLC | 0.01% | Reduce -16.8% | 2,727 | $236K |
| Wedmont Private Capital | 0.01% | Reduce -13.3% | 2,814 | $235K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 2,722 | $234K |
| Diversify Wealth Management, LLC | 0.02% | Add +9.5% | 2,645 | $233K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +33.0% | 2,713 | $233K |
| Canandaigua National Bank & Trust Co. | 0.02% | Add +25.6% | 2,700 | $232K |
| Investment House LLC | 0.01% | No change | 2,700 | $232K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Add +3.9% | 2,698 | $232K |
| Allen Investment Management, LLC | 0.00% | No change | 2,696 | $232K |
| Advisor Resource Council | 0.02% | New | 3,419 | $231K |
| Savvy Advisors, Inc. | 0.02% | Add +5.6% | 2,668 | $230K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.6% | 2,352 | $228K |
| Aberdeen Wealth Management LLC | 0.16% | No change | 2,645 | $228K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -6.5% | 2,632 | $226K |
| Seed Wealth Management, Inc. | 0.18% | No change | 2,620 | $225K |
| Channel Wealth LLC | 0.07% | Add +1.9% | 2,619 | $225K |
| Brookwood Investment Group LLC | 0.04% | — | 2,602 | $224K |
| Walker Asset Management, LLC | 0.14% | Reduce -32.9% | 2,599 | $224K |
| Segment Wealth Management, LLC | 0.01% | Reduce -0.8% | 2,578 | $222K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -71.2% | 2,544 | $219K |
| Centerpoint Advisory Group | 0.21% | Reduce -1.9% | 2,535 | $218K |
| UMB Bank, n.a. | 0.00% | Reduce -62.1% | 2,530 | $218K |
| Samalin Investment Counsel, LLC | 0.09% | New | 2,526 | $217K |
| Capital Square, LLC | 0.13% | New | 2,522 | $217K |
| Carnegie Investment Counsel | 0.01% | Add +22.0% | 2,777 | $215K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 2,500 | $215K |
| IRON Financial LLC | 0.12% | New | 2,483 | $214K |
| Duncan Williams Asset Management, LLC | 0.08% | Add +0.7% | 2,482 | $214K |
| Belpointe Asset Management LLC | 0.01% | Reduce -65.8% | 2,476 | $213K |
| Mather Group, Llc. | 0.00% | Reduce -4.5% | 2,467 | $212K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.10% | New | 2,458 | $211K |
| Triasima Portfolio Management inc. | 0.04% | Reduce -91.4% | 2,450 | $211K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +4.1% | 2,446 | $210K |
| Fielder Capital Group LLC | 0.06% | Add +0.0% | 2,409 | $207K |
| Quarry LP | 0.05% | Add +174.2% | 2,399 | $206K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -17.5% | 2,360 | $203K |
| Waldron Private Wealth LLC | 0.01% | New | 2,338 | $203K |
| Argentarii, LLC | 0.10% | New | 2,333 | $201K |
| Private Trust Co. NA | 0.02% | Reduce -19.2% | 2,305 | $198K |
| Heritage Wealth Advisors | 0.01% | No change | 2,222 | $191K |
| Morse Asset Management, Inc | 0.04% | Reduce -92.5% | 2,050 | $176K |
| Financial Perspectives, Inc | 0.06% | No change | 2,000 | $172K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,000 | $172K |
| Blue Bell Private Wealth Management, LLC | 0.03% | New | 1,969 | $169K |
| Coastline Trust Co | 0.02% | Add +2.4% | 1,856 | $160K |
| CX Institutional | 0.01% | Reduce -62.5% | 1,801 | $155K |
| Monetary Management Group Inc. | 0.04% | No change | 1,800 | $155K |
| ORG Partners LLC | 0.04% | Reduce -89.4% | 1,658 | $153K |
| Nvwm, LLC | 0.04% | Add +0.3% | 1,699 | $146K |
| Rosenberg Matthew Hamilton | 0.04% | Add +56.3% | 1,680 | $145K |
| Larson Financial Group LLC | 0.01% | Add +197.3% | 1,659 | $143K |
| CoreCap Advisors, LLC | 0.01% | Reduce -94.0% | 1,657 | $143K |
| Tower View Wealth Management LLC | 0.08% | Add +0.7% | 1,654 | $142K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -6.9% | 1,670 | $142K |
| CENTRAL TRUST Co | 0.00% | No change | 1,647 | $142K |
| Security National Bank | 0.03% | No change | 1,619 | $139K |
| SJS Investment Consulting Inc. | 0.02% | No change | 1,600 | $138K |
| Park Square Financial Group, LLC | 0.11% | Reduce -46.6% | 1,597 | $137K |
| Deseret Mutual Benefit Administrators | 0.06% | Reduce -21.8% | 1,501 | $129K |
| First Financial Corp. | 0.06% | No change | 1,500 | $129K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,461 | $127K |
| Muzinich & Co., Inc. | 0.08% | No change | 1,472 | $127K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 1,462 | $126K |
| Penserra Capital Management LLC | 0.00% | Reduce -32.3% | 1,426 | $122K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | No change | 1,380 | $119K |
| Vision Financial Markets LLC | 0.13% | No change | 1,350 | $116K |
| Assetmark, Inc. | 0.00% | Reduce -98.2% | 1,315 | $113K |
| Silvant Capital Management LLC | 0.01% | No change | 1,292 | $111K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -5.5% | 1,279 | $110K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.9% | 1,265 | $109K |
| Peoples Bank | 0.07% | No change | 1,235 | $106K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -87.1% | 1,184 | $102K |
| Addison Advisors LLC | 0.03% | Reduce -15.7% | 1,173 | $101K |
| Lindbrook Capital, LLC | 0.01% | Add +12.8% | 1,113 | $96K |
| Lavaca Capital LLC | 0.04% | No change | 1,101 | $95K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,100 | $95K |
| AlphaQuest LLC | 0.01% | New | 1,095 | $94K |
| Sittner & Nelson, LLC | 0.04% | No change | 1,026 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -57.9% | 1,022 | $88K |
| Blue Trust, Inc. | 0.00% | Add +154.9% | 1,017 | $88K |
| Hexagon Capital Partners LLC | 0.02% | No change | 1,000 | $86K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.4% | 978 | $84K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 947 | $81K |
| Clearstead Advisors, LLC | 0.00% | Add +0.4% | 934 | $80K |
| Sound Income Strategies, LLC | 0.00% | Add +0.1% | 922 | $79K |
| Arax Advisory Partners | 0.01% | Reduce -1.7% | 914 | $79K |
| Sandy Spring Bank | 0.00% | Reduce -2.5% | 900 | $77K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -2.3% | 861 | $75K |
| CI Investments Inc. | 0.00% | Reduce -41.6% | 856 | $74K |
| Avion Wealth | 0.02% | No change | 699 | $73K |
| Cromwell Holdings LLC | 0.05% | Add +2.2% | 829 | $72K |
| Parvin Asset Management, LLC | 0.08% | No change | 820 | $71K |
| Bank of New Hampshire | 0.02% | No change | 795 | $68K |
| Sentry Investment Management LLC | 0.04% | Reduce -23.0% | 839 | $65K |
| Global X Japan Co., Ltd. | 0.01% | Add +24.8% | 755 | $65K |
| Optimum Investment Advisors | 0.03% | No change | 750 | $65K |
| Abound Wealth Management | 0.02% | Reduce -1.7% | 748 | $64K |
| Eastern Bank | 0.00% | No change | 735 | $63K |
| Valley National Advisers Inc. | 0.01% | No change | 655 | $56K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -51.9% | 650 | $56K |
| Rothschild Investment LLC | 0.00% | Reduce -33.3% | 640 | $55K |
| True Wealth Design, LLC | 0.02% | Add +1.1% | 629 | $54K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.3% | 626 | $54K |
| Proffitt & Goodson Inc. | 0.01% | No change | 622 | $54K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.7% | 610 | $52K |
| Financial Avengers, Inc. | 0.03% | Add +0.7% | 596 | $51K |
| Sawyer & Company, Inc | 0.02% | No change | 595 | $51K |
| Oakworth Capital, Inc. | 0.00% | Add +11.3% | 579 | $50K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +18.4% | 579 | $50K |
| Promus Capital, LLC | 0.04% | No change | 572 | $49K |
| North Star Investment Management Corp. | 0.00% | No change | 570 | $49K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 555 | $48K |
| CVA Family Office, LLC | 0.01% | Add +10.0% | 549 | $47K |
| Zions Bancorporation, National Association | 0.00% | — | 536 | $46K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -98.8% | 527 | $45K |
| Compass Wealth Management LLC | 0.01% | No change | 525 | $45K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -8.0% | 515 | $44K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 504 | $44K |
| Crewe Advisors LLC | 0.01% | Add +10000.0% | 505 | $43K |
| Richards, Merrill & Peterson, Inc. | 0.02% | New | 500 | $43K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 500 | $43K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 500 | $43K |
| Lazard Asset Management LLC | 0.00% | Reduce -51.5% | 493 | $42K |
| Hanson & Doremus Investment Management | 0.01% | No change | 475 | $41K |
| Franchise Capital Ltd | 0.02% | New | 455 | $39K |
| Dunhill Financial, LLC | 0.02% | Reduce -3.0% | 453 | $39K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.5% | 442 | $38K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -42.4% | 447 | $38K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -12.5% | 433 | $37K |
| Wayfinding Financial, LLC | 0.02% | New | 432 | $37K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 420 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.5% | 409 | $35K |
| Canton Hathaway, LLC | 0.01% | Add +2.8% | 411 | $35K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $34K |
| Ramirez Asset Management, Inc. | 0.01% | New | 400 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 400 | $34K |
| AllSquare Wealth Management LLC | 0.02% | No change | 395 | $34K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 390 | $34K |
| Transce3nd, LLC | 0.01% | Reduce -71.8% | 362 | $31K |
| Piscataqua Savings Bank | 0.03% | No change | 353 | $30K |
| Parkworth Wealth Management, Inc. | 0.02% | Reduce -30.0% | 350 | $30K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 355 | $30K |
| Godsey & Gibb, Inc. | 0.00% | No change | 325 | $28K |
| Caitong International Asset Management Co., Ltd | 0.02% | Reduce -53.5% | 307 | $26K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 300 | $26K |
| Cranbrook Wealth Management, LLC | 0.01% | New | 300 | $26K |
| IAG Wealth Partners, LLC | 0.00% | No change | 295 | $25K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +6.9% | 279 | $24K |
| West Branch Capital LLC | 0.01% | No change | 275 | $24K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -65.2% | 268 | $23K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -58.1% | 266 | $23K |
| NFSG Corp | 0.01% | Reduce -81.9% | 264 | $23K |
| Thompson Investment Management, Inc. | 0.00% | No change | 264 | $23K |
| Beacon Capital Management, LLC | 0.00% | Add +4.0% | 260 | $22K |
| Key Financial Inc | 0.00% | Reduce -0.4% | 251 | $22K |
| PFS Partners, LLC | 0.01% | No change | 250 | $22K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 250 | $22K |
| IMG Wealth Management, Inc. | 0.02% | No change | 244 | $21K |
| Quent Capital, LLC | 0.00% | Reduce -11.6% | 244 | $21K |
| Central Pacific Bank - Trust Division | 0.00% | Add +42.3% | 232 | $20K |
| Private Wealth Asset Management, LLC | 0.00% | — | 215 | $18K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 205 | $18K |
| Main Street Group, LTD | 0.01% | New | 200 | $17K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -45.6% | 196 | $17K |
| Rise Advisors, LLC | 0.01% | Add +30.6% | 192 | $17K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 189 | $16K |
| Covestor Ltd | 0.01% | Reduce -0.6% | 182 | $16K |
| Coston, McIsaac & Partners | 0.00% | Add +0.5% | 186 | $16K |
| GW&K Investment Management, LLC | 0.00% | Add +15.8% | 183 | $16K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -2.9% | 170 | $15K |
| Hemington Wealth Management | 0.00% | No change | 164 | $14K |
| Global Wealth Strategies & Associates | 0.00% | New | 150 | $13K |
| Park Place Capital Corp | 0.00% | No change | 141 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -36.7% | 138 | $12K |
| Accordant Advisory Group Inc | 0.01% | No change | 137 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 131 | $11K |
| SouthState Bank Corp | 0.00% | New | 129 | $11K |
| Bellwether Advisors, LLC | 0.00% | No change | 128 | $11K |
| Tidemark, LLC | 0.00% | No change | 125 | $11K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 123 | $11K |
| MV Capital Management, Inc. | 0.00% | Add +15.7% | 118 | $10K |
| Manchester Capital Management LLC | 0.00% | Add +48.7% | 116 | $10K |
| Saudi Central Bank | 0.05% | New | 115 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $10K |
| LRI Investments, LLC | 0.00% | No change | 106 | $9K |
| Meeder Asset Management Inc. | 0.00% | Reduce -32.2% | 103 | $9K |
| Hoese & Co LLP | 0.01% | No change | 100 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 100 | $9K |
| Red Tortoise LLC | 0.00% | No change | 94 | $8K |
| Creative Financial Designs Inc. | 0.00% | New | 90 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 85 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -92.8% | 82 | $7K |
| S&T Bank | 0.00% | New | 75 | $6K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 69 | $6K |
| WPG Advisers, LLC | 0.01% | Add +288.2% | 66 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 58 | $5K |
| High Note Wealth, LLC | 0.00% | Add +14.0% | 57 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -44.5% | 56 | $5K |
| Innovative Advisory Group, LLC | 0.00% | No change | 50 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Reduce -12.5% | 49 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 46 | $4K |
| Copia Wealth Management | 0.00% | No change | 42 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 41 | $4K |
| Sierra Ocean, LLC | 0.00% | Add +40.7% | 38 | $3K |
| Global Financial Private Client, LLC | 0.00% | No change | 37 | $3K |
| Grove Bank & Trust | 0.00% | Reduce -74.1% | 35 | $3K |
| NewSquare Capital LLC | 0.00% | Add +209.1% | 34 | $3K |
| Activest Wealth Management | 0.00% | Add +0.0% | 33 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 32 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -80.1% | 31 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $2K |
| Holos Integrated Wealth LLC | 0.00% | Add +3.6% | 29 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 27 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 25 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Add +150.0% | 25 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -95.1% | 25 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +31.6% | 25 | $2K |
| Tobam | 0.00% | Reduce -97.3% | 19 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 25 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 23 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 22 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 20 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 19 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 17 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 16 | $1K |
| Clark Wealth Partners | 0.00% | Add +7.1% | 15 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 15 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 11 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 7 | $1K |
| Aspect Partners, LLC | 0.00% | Reduce -21.4% | 11 | $946 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 10 | $860 |
| American Capital Advisory, LLC | 0.00% | New | 7 | $603 |
| Greenline Partners, LLC | 0.00% | New | 7 | $602 |
| Winnacle Wealth LLC | 0.00% | Add +40.0% | 7 | $540 |
| TFC Financial Management, Inc. | 0.00% | No change | 6 | $517 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 6 | $516 |
| Bokf, NA | 0.00% | No change | 6 | $516 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $431 |
| Tortoise Investment Management, LLC | 0.00% | No change | 5 | $430 |
| Bear Mountain Capital, Inc. | 0.00% | New | 4 | $363 |
| GoalVest Advisory LLC | 0.00% | New | 4 | $344 |
| Colonial Trust Co / SC | 0.00% | Reduce -55.6% | 4 | $340 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -50.0% | 1 | $87 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.