Iron MountainIRM

13F holders, Q1 2025 (March 31)
995holders −71
76new positions
143sold out
9famous investors
$85.95avg. 13F price*

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

InstitutionsTotal Value
New Positions76$270.1M
Exits143$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.