Iron MountainIRM
13F holders, Q2 2025 (June 30)1,044holders +49
109new positions
61sold out
9famous investors
$102.58avg. 13F price*
At the end of Q2 2025, 1,044 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings, up 49 from Q1 2025. 109 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($4.8B), BlackRock, Inc. ($3.2B) and State Street Corp. ($1.7B). 9 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q2 2025)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $218.1M |
| Exits | 61 | $103.8M |
All 13F filers, Q1 2025 → Q2 2025: 17,928,912 shares bought and 14,270,074 shares sold, net +3,658,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,044 holders
| Vanguard Group Inc. | 0.08% | Add +0.5% | 47,064,887 | $4.8B |
| BlackRock, Inc. | 0.06% | Reduce -11.2% | 31,278,627 | $3.2B |
| State Street Corp. | 0.07% | Add +0.6% | 16,809,643 | $1.7B |
| Cohen & Steers, Inc. | 2.59% | Add +2.1% | 13,768,631 | $1.4B |
| Geode Capital Management, LLC | 0.06% | Reduce -2.4% | 8,086,718 | $826.2M |
| FMR LLC | 0.04% | Add +26.7% | 6,697,419 | $687.0M |
| Dimensional Fund Advisors LP | 0.10% | Add +0.8% | 4,292,766 | $440.3M |
| Invesco Ltd. | 0.07% | Add +50.6% | 4,289,583 | $440.0M |
| Norges Bank | 0.05% | Add +10.8% | 4,089,466 | $419.5M |
| Northern Trust Corp. | 0.06% | Reduce -4.7% | 4,067,808 | $417.2M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +4.0% | 3,625,808 | $371.9M |
| Morgan Stanley | 0.02% | Add +3.5% | 3,506,483 | $359.7M |
| Deutsche Bank AG | 0.13% | Add +9.1% | 3,429,481 | $351.8M |
| Legal & General Group Plc | 0.08% | Add +3.1% | 3,283,276 | $336.8M |
| Daiwa Securities Group Inc. | 1.12% | Add +7.4% | 2,954,927 | $303.1M |
| Principal Financial Group Inc. | 0.14% | Add +185.9% | 2,584,856 | $265.1M |
| Pictet Asset Management Holding SA | 0.26% | Reduce -0.0% | 2,475,671 | $253.9M |
| Contour Asset Management LLC | 7.83% | Add +63.6% | 2,335,348 | $239.5M |
| Capital World Investors | 0.03% | No change | 2,117,169 | $217.2M |
| Nuveen, LLC | 0.06% | Reduce -8.0% | 2,054,789 | $210.8M |
| Royal Bank of Canada | 0.04% | Add +310.3% | 2,042,795 | $209.5M |
| Centersquare Investment Management LLC | 2.16% | Add +1.1% | 2,030,916 | $208.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.3% | 1,972,998 | $202.4M |
| Prudential Financial Inc. | 0.26% | Add +44.7% | 1,945,769 | $199.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -4.8% | 1,879,971 | $192.8M |
| Russell Investments Group, Ltd. | 0.24% | Add +3.0% | 1,823,664 | $187.0M |
| UBS Group AG | 0.04% | Add +57.2% | 1,800,227 | $184.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.1% | 1,747,476 | $179.2M |
| Ameriprise Financial Inc. | 0.04% | Add +9.7% | 1,705,824 | $175.9M |
| PGGM Investments | 2.78% | Reduce -2.0% | 1,565,792 | $160.6M |
| Amundi | 0.06% | Add +45.5% | 1,600,818 | $159.5M |
| Wellington Management Group LLP | 0.03% | Add +40.0% | 1,493,923 | $153.2M |
| Duff & Phelps Investment Management Co. | 1.78% | Add +10.6% | 1,472,579 | $151.0M |
| Bank of America Corp. | 0.01% | Add +12.0% | 1,249,442 | $128.2M |
| DekaBank Deutsche Girozentrale | 0.20% | Reduce -0.3% | 1,122,500 | $114.8M |
| CBRE Investment Management Listed Real Assets LLC | 1.68% | Add +39.0% | 1,073,098 | $110.1M |
| Point72 Asset Management | 0.26% | Reduce -51.1% | 1,014,379 | $104.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -11.7% | 924,414 | $94.8M |
| Swiss National Bank | 0.05% | Add +7.5% | 889,261 | $91.2M |
| Sei Investments Co. | 0.11% | Add +6.7% | 885,080 | $90.8M |
| HSBC Holdings PLC | 0.05% | Reduce -4.3% | 784,296 | $80.4M |
| Captrust Financial Advisors | 0.18% | Reduce -4.3% | 769,181 | $78.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +6.9% | 766,588 | $78.6M |
| American Century Companies Inc. | 0.04% | Add +55.5% | 745,266 | $76.4M |
| CIBC Private Wealth Group LLC | 0.13% | Reduce -0.5% | 733,249 | $75.2M |
| Epoch Investment Partners, Inc. | 0.36% | Reduce -4.3% | 683,612 | $70.1M |
| LPL Financial LLC | 0.02% | Add +6.8% | 673,596 | $69.1M |
| Welch & Forbes LLC | 0.86% | Reduce -0.8% | 668,938 | $68.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -23.9% | 627,040 | $64.3M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 625,477 | $64.2M |
| Rhumbline Advisers | 0.05% | Reduce -6.6% | 619,894 | $63.6M |
| Aew Capital Management L P | 3.35% | Reduce -7.4% | 619,677 | $63.6M |
| D. E. Shaw & Co. | 0.06% | Reduce -28.6% | 583,977 | $59.9M |
| Millennium Management | 0.05% | Reduce -17.2% | 575,969 | $59.1M |
| APG Asset Management US Inc. | 0.44% | No change | 582,174 | $58.2M |
| Alliancebernstein L.P. | 0.02% | Reduce -6.4% | 561,286 | $57.6M |
| Adage Capital Partners Gp, L.L.C. | 0.10% | Add +76.2% | 560,252 | $57.5M |
| Asset Management One Co., Ltd. | 0.18% | Add +0.2% | 555,950 | $57.0M |
| Barclays PLC | 0.02% | Reduce -15.6% | 543,696 | $55.8M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +3.9% | 517,718 | $53.1M |
| Zurich Insurance Group Ltd | 0.41% | New | 513,791 | $52.7M |
| California Public Employees Retirement System | 0.03% | Add +3.1% | 493,885 | $50.7M |
| Border to Coast Pensions Partnership Ltd | 0.90% | No change | 480,000 | $49.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.09% | Add +30.1% | 478,180 | $49.0M |
| National Pension Service | 0.04% | Add +0.7% | 476,161 | $48.8M |
| Heitman Real Estate Securities LLC | 3.37% | Reduce -14.2% | 463,518 | $47.5M |
| Schonfeld Strategic Advisors LLC | 0.36% | Add +163.3% | 463,153 | $47.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +7.3% | 453,029 | $46.5M |
| California State Teachers Retirement System | 0.05% | Add +4.9% | 452,201 | $46.4M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -1.3% | 437,654 | $44.9M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -11.4% | 378,889 | $43.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -26.2% | 426,625 | $43.8M |
| Adelante Capital Management LLC | 3.04% | Add +3.3% | 403,205 | $41.4M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 392,942 | $40.3M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -29.9% | 388,197 | $39.8M |
| Voloridge Investment Management, LLC | 0.14% | Reduce -48.4% | 382,076 | $39.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | Add +215.3% | 377,807 | $38.8M |
| Gillson Capital LP | 2.89% | New | 369,137 | $37.9M |
| Bank of Montreal | 0.02% | Reduce -12.4% | 366,434 | $37.6M |
| Neuberger Berman Group LLC | 0.03% | Add +822.7% | 364,626 | $37.4M |
| Aberdeen Group plc | 0.06% | Add +10.1% | 339,663 | $34.8M |
| Marble Harbor Investment Counsel, LLC | 3.67% | Reduce -1.4% | 328,773 | $33.7M |
| Adell Harriman & Carpenter Inc. | 2.21% | Add +0.8% | 324,300 | $33.3M |
| Swedbank AB | 0.04% | Add +4.0% | 315,060 | $32.3M |
| Blair William & Co. | 0.09% | Reduce -5.0% | 314,130 | $32.2M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +2.1% | 295,986 | $30.4M |
| Macquarie Group Ltd. | 0.04% | Add +2.0% | 288,984 | $29.6M |
| Korea Investment CORP | 0.06% | Reduce -17.8% | 275,470 | $28.3M |
| Worldquant Millennium Advisors LLC | 0.14% | Add +2.8% | 268,157 | $27.5M |
| Regions Financial Corp. | 0.18% | Add +2.9% | 248,286 | $25.5M |
| Andra AP-fonden | 0.35% | Reduce -10.5% | 245,900 | $25.2M |
| Victory Capital Management Inc. | 0.02% | Add +170.2% | 231,954 | $23.8M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.3% | 231,245 | $23.7M |
| Aviva PLC | 0.05% | Reduce -35.6% | 228,239 | $23.4M |
| New York State Teachers Retirement System | 0.05% | Add +0.1% | 227,925 | $23.4M |
| National Bank of Canada | 0.03% | Reduce -5.1% | 227,389 | $23.3M |
| STRS Ohio | 0.09% | Add +17.7% | 224,612 | $23.0M |
| Pacer Advisors, Inc. | 0.06% | Reduce -9.9% | 220,283 | $22.6M |
| Corient Private Wealth LP | 0.03% | Reduce -1.6% | 220,275 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +4.9% | 215,236 | $22.1M |
| Waterfront Capital Partners, LLC | 5.36% | Reduce -35.3% | 210,473 | $21.6M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -76.6% | 209,970 | $21.5M |
| Susquehanna Portfolio Strategies, LLC | 0.47% | Add +886.9% | 209,696 | $21.5M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -8.0% | 208,895 | $21.4M |
| New York State Common Retirement Fund | 0.03% | Add +1.1% | 208,274 | $21.4M |
| Citigroup Inc. | 0.01% | Reduce -11.4% | 204,415 | $21.0M |
| Moran Wealth Management, LLC | 0.65% | Reduce -0.9% | 204,196 | $20.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.6% | 204,027 | $20.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.7% | 203,788 | $20.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +2.1% | 198,833 | $20.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -4.7% | 186,034 | $19.1M |
| Intrinsic Edge Capital Management LLC | 2.86% | New | 184,841 | $19.0M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -0.5% | 182,741 | $18.7M |
| United Bank | 2.22% | Reduce -3.8% | 181,009 | $18.6M |
| State of Wisconsin Investment Board | 0.05% | Reduce -3.8% | 180,666 | $18.5M |
| TD Asset Management Inc | 0.02% | Reduce -7.2% | 179,988 | $18.5M |
| Natixis Advisors, LLC | 0.03% | Add +7.2% | 179,863 | $18.4M |
| Toronto Dominion Bank | 0.04% | Add +24.3% | 178,713 | $18.3M |
| State of Alaska, Department of Revenue | 0.19% | Add +0.0% | 176,708 | $18.1M |
| Allworth Financial LP | 0.08% | Add +163.7% | 172,403 | $17.7M |
| Cetera Investment Advisers | 0.03% | Add +0.4% | 169,452 | $17.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | Add +3.4% | 167,412 | $17.2M |
| Resona Asset Management Co.,Ltd. | 0.08% | Reduce -6.3% | 167,192 | $17.1M |
| Federated Hermes, Inc. | 0.03% | Add +1537.3% | 162,932 | $16.7M |
| Handelsbanken Fonder AB | 0.06% | Reduce -6.2% | 160,273 | $16.4M |
| Capital Fund Management S.A. | 0.18% | Add +80.5% | 156,778 | $16.1M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Add +1.2% | 155,840 | $16.0M |
| Storebrand Asset Management As | 0.05% | Reduce -55.3% | 151,665 | $15.6M |
| Jane Street Group, LLC | 0.03% | Add +201.1% | 149,864 | $15.4M |
| Dana Investment Advisors, Inc. | 0.51% | Reduce -6.1% | 149,318 | $15.3M |
| Franklin Resources Inc. | 0.00% | Add +21.6% | 149,307 | $15.3M |
| Nippon Life Global Investors Americas, Inc. | 0.67% | Add +152.7% | 148,120 | $15.3M |
| Brookstone Capital Management | 0.20% | Reduce -6.4% | 148,060 | $15.2M |
| Danske Bank A/S | 0.04% | Add +0.4% | 145,262 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.8% | 143,456 | $14.7M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -3.9% | 143,234 | $14.7M |
| TCV Trust & Wealth Management, Inc. | 1.26% | Reduce -1.3% | 140,427 | $14.4M |
| APG Asset Management N.V. | 0.04% | Add +3.9% | 164,400 | $14.4M |
| Citadel Advisors | 0.01% | Reduce -88.8% | 139,791 | $14.3M |
| QRG Capital Management, Inc. | 0.12% | Add +2.6% | 138,972 | $14.3M |
| Treasurer of the State of North Carolina | 0.05% | Add +2.9% | 137,047 | $14.1M |
| Cibc World Market Inc. | 0.03% | Add +1.9% | 135,591 | $13.9M |
| Intech Investment Management LLC | 0.13% | Reduce -69.8% | 135,397 | $13.9M |
| Edgestream Partners, L.P. | 0.38% | Add +69.4% | 131,482 | $13.5M |
| Sanctuary Advisors, LLC | 0.08% | Add +3.5% | 130,901 | $13.4M |
| Ar Asset Management Inc. | 3.01% | No change | 130,600 | $13.4M |
| Vert Asset Management LLC | 4.84% | Reduce -4.8% | 129,482 | $13.3M |
| Tectonic Advisors LLC | 0.77% | Add +10.7% | 128,376 | $13.2M |
| Mutual Advisors, LLC | 0.33% | Add +1.5% | 132,456 | $13.2M |
| Focus Partners Wealth | 0.03% | Reduce -14.5% | 127,848 | $13.1M |
| SG Americas Securities, LLC | 0.06% | Add +107.9% | 125,316 | $12.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -0.6% | 124,233 | $12.7M |
| Susquehanna International Group, LLP | 0.02% | Add +82.5% | 123,770 | $12.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.09% | Add +43.2% | 122,300 | $12.5M |
| Sargent Investment Group, LLC | 1.66% | Add +12.1% | 136,751 | $12.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.6% | 119,147 | $12.2M |
| Pinebridge Investments, L.P. | 0.10% | Reduce -17.1% | 117,989 | $12.1M |
| Employees Retirement System of Texas | 0.12% | Reduce -31.9% | 117,324 | $12.0M |
| Cibc World Markets Corp. | 0.08% | Reduce -1.6% | 115,626 | $11.9M |
| Creative Planning | 0.01% | Add +7.4% | 114,587 | $11.8M |
| LBP Am SA | 0.17% | New | 114,471 | $11.7M |
| UniSuper Management Pty Ltd | 0.08% | Reduce -1.1% | 112,214 | $11.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 110,088 | $11.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +4.2% | 112,148 | $11.2M |
| Weiss Asset Management LP | 0.21% | New | 108,426 | $11.1M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -1.3% | 107,956 | $11.1M |
| Baron Capital (BAMCO) | 0.03% | New | 107,524 | $11.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -15.9% | 107,292 | $11.0M |
| AQR Capital Management | 0.01% | Add +62.7% | 106,009 | $10.8M |
| KLP Kapitalforvaltning As | 0.05% | Add +4.1% | 103,016 | $10.6M |
| IFM Investors Pty Ltd | 0.10% | Reduce -9.7% | 103,029 | $10.6M |
| AXA S.A. | 0.03% | Add +285.0% | 101,843 | $10.4M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -2.3% | 100,097 | $10.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.3% | 99,050 | $10.2M |
| Chicago Capital, LLC | 0.25% | Reduce -1.6% | 97,636 | $10.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.09% | Add +2.2% | 97,014 | $10.0M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +0.3% | 97,012 | $10.0M |
| Sora Investors LLC | 0.89% | New | 95,977 | $9.8M |
| Gotham Asset Management | 0.06% | Add +44.4% | 94,828 | $9.7M |
| Public Employees Retirement System of Ohio | 0.03% | Add +0.6% | 92,597 | $9.5M |
| Forsta Ap-Fonden | 0.06% | Reduce -1.9% | 91,000 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.2% | 90,708 | $9.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -6.5% | 90,253 | $9.3M |
| Sonora Investment Management Group, LLC | 0.68% | Add +17.3% | 89,500 | $9.2M |
| Kestra Advisory Services, LLC | 0.04% | Add +1.0% | 88,917 | $9.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.26% | Add +8.7% | 88,735 | $9.1M |
| Quantinno Capital Management LP | 0.04% | Add +117.4% | 88,511 | $9.1M |
| ExodusPoint Capital Management, LP | 0.11% | Reduce -41.6% | 88,047 | $9.0M |
| Foresight Capital Management Advisors, Inc. | 5.18% | Reduce -1.7% | 86,716 | $8.9M |
| M&T Bank Corp | 0.03% | Add +1.3% | 86,327 | $8.9M |
| Arizona State Retirement System | 0.05% | Add +1.2% | 85,855 | $8.8M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -22.6% | 84,801 | $8.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +15.3% | 85,172 | $8.7M |
| HRT Financial LP | 0.04% | New | 83,708 | $8.6M |
| MetLife Investment Management, LLC | 0.05% | Reduce -9.1% | 83,519 | $8.6M |
| Voya Investment Management LLC | 0.01% | Reduce -39.2% | 81,650 | $8.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -69.2% | 81,603 | $8.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.6% | 81,270 | $8.3M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +2.4% | 80,816 | $8.3M |
| State of Michigan Retirement System | 0.04% | Add +0.8% | 80,246 | $8.2M |
| MML Investors Services, LLC | 0.02% | Reduce -2.5% | 78,764 | $8.1M |
| B&I Capital AG | 2.74% | Add +2.6% | 78,655 | $8.1M |
| New Age Alpha Advisors, LLC | 0.35% | Reduce -19.3% | 77,855 | $8.0M |
| Salem Investment Counselors Inc. | 0.25% | Reduce -0.0% | 77,234 | $7.9M |
| Wealthfront Advisers LLC | 0.02% | Add +0.3% | 75,981 | $7.8M |
| Varma Mutual Pension Insurance Co | 0.06% | Reduce -7.1% | 74,538 | $7.6M |
| Eisler Capital Management Ltd. | 0.26% | Reduce -31.3% | 73,981 | $7.6M |
| ASR Vermogensbeheer N.V. | 0.10% | Reduce -18.7% | 73,681 | $7.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | Add +4.0% | 73,433 | $7.5M |
| Czech National Bank | 0.06% | Add +6.9% | 72,119 | $7.4M |
| Candriam S.C.A. | 0.04% | Add +2.4% | 71,723 | $7.4M |
| Azimuth Capital Investment Management LLC | 0.26% | Add +97.8% | 68,662 | $7.0M |
| Burney Co./ | 0.23% | Reduce -56.1% | 66,809 | $6.9M |
| Engineers Gate Manager LP | 0.09% | Add +21.1% | 66,745 | $6.8M |
| Knights of Columbus Asset Advisors LLC | 0.41% | Reduce -37.6% | 66,621 | $6.8M |
| Thompson Siegel & Walmsley LLC | 0.11% | New | 66,200 | $6.8M |
| Crossmark Global Holdings, Inc. | 0.11% | Add +6.1% | 65,793 | $6.7M |
| KBC Group NV | 0.02% | Reduce -2.5% | 65,688 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.9% | 65,386 | $6.7M |
| Van Eck Associates Corp. | 0.01% | Add +12.5% | 65,104 | $6.7M |
| Advisors Asset Management, Inc. | 0.12% | Add +1.9% | 63,511 | $6.5M |
| Nordea Investment Management AB | 0.01% | Add +1.3% | 63,914 | $6.5M |
| Brevan Howard Capital Management LP | 0.07% | New | 61,532 | $6.3M |
| ProShare Advisors LLC | 0.01% | Add +8.4% | 60,870 | $6.2M |
| Public Sector Pension Investment Board | 0.03% | Reduce -22.8% | 60,672 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.0% | 60,230 | $6.2M |
| USS Investment Management Ltd | 0.04% | Add +0.2% | 59,840 | $6.1M |
| Polar Asset Management Partners Inc. | 0.21% | Add +6.4% | 59,646 | $6.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +0.4% | 58,995 | $6.1M |
| Hennion & Walsh Asset Management, Inc. | 0.24% | Add +1.5% | 58,328 | $6.0M |
| First Trust Advisors LP | 0.00% | Reduce -62.0% | 57,703 | $5.9M |
| Amalgamated Bank | 0.05% | Reduce -5.0% | 57,071 | $5.9M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -0.9% | 56,085 | $5.8M |
| Woodstock Corp. | 0.52% | Add +3.6% | 55,378 | $5.7M |
| Man Group plc | 0.01% | Reduce -74.3% | 55,123 | $5.7M |
| CW Advisors, LLC | 0.05% | Add +85.9% | 54,950 | $5.6M |
| First National Trust Co | 0.21% | Reduce -9.1% | 54,706 | $5.6M |
| Prudential PLC | 0.03% | Add +17.6% | 54,301 | $5.6M |
| American Trust Investment Advisors, LLC | 2.81% | Reduce -14.6% | 54,220 | $5.6M |
| Janus Henderson Group PLC | 0.00% | Add +10.1% | 54,137 | $5.6M |
| DNB Asset Management AS | 0.02% | Add +4.5% | 54,032 | $5.5M |
| Ethic Inc. | 0.10% | Reduce -7.9% | 53,664 | $5.5M |
| Nia Impact Advisors, LLC | 1.86% | Reduce -18.1% | 52,502 | $5.4M |
| Werlinich Asset Management, LLC | 2.90% | No change | 51,812 | $5.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Add +1.2% | 50,784 | $5.2M |
| Promethos Capital, LLC | 1.76% | No change | 50,782 | $5.2M |
| Moors & Cabot, Inc. | 0.24% | Reduce -0.5% | 50,274 | $5.2M |
| Lighthouse Investment Partners, LLC | 0.22% | Add +1908.0% | 50,200 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.4% | 50,250 | $5.1M |
| Yousif Capital Management, LLC | 0.05% | Reduce -0.2% | 48,874 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -21.9% | 48,670 | $5.0M |
| Utah Retirement Systems | 0.05% | Reduce -0.3% | 48,049 | $4.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +10.3% | 46,646 | $4.8M |
| Swiss Life Asset Management Ltd | 0.03% | Add +2.8% | 46,587 | $4.8M |
| Prevail Innovative Wealth Advisors, LLC | 1.07% | Add +47.1% | 46,555 | $4.8M |
| Raiffeisen Bank International AG | 0.07% | Reduce -5.8% | 46,340 | $4.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -17.6% | 46,215 | $4.7M |
| Xponance LLC | 0.04% | Reduce -42.7% | 46,167 | $4.7M |
| Mariner, LLC | 0.01% | Add +9.7% | 45,655 | $4.7M |
| RB Capital Management, LLC | 1.10% | Add +1.2% | 45,619 | $4.7M |
| Allianz Asset Management GmbH | 0.01% | Reduce -18.2% | 45,186 | $4.6M |
| Alberta Investment Management Corp | 0.04% | Reduce -8.0% | 44,900 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -2.6% | 44,869 | $4.6M |
| Teacher Retirement System of Texas | 0.02% | Reduce -22.9% | 44,608 | $4.6M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +4.8% | 44,369 | $4.6M |
| New York Life Investment Management LLC | 0.04% | Add +1.7% | 44,252 | $4.5M |
| Spirit of America Management Corp. | 0.93% | No change | 43,250 | $4.4M |
| WealthTrust Axiom LLC | 1.29% | Reduce -5.7% | 42,649 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -1.9% | 42,242 | $4.3M |
| Bank of Nova Scotia | 0.01% | Reduce -2.9% | 42,189 | $4.3M |
| Holderness Investments Co. | 0.92% | Reduce -0.5% | 41,828 | $4.3M |
| Lee Danner & Bass Inc. | 0.33% | Add +15.8% | 41,700 | $4.3M |
| CIBC Asset Management Inc | 0.01% | Reduce -8.1% | 41,047 | $4.2M |
| Vectors Research Management, LLC | 1.44% | Reduce -3.0% | 40,820 | $4.2M |
| NEOS Investment Management LLC | 0.05% | Add +49.7% | 39,060 | $4.0M |
| Pensionfund PDN | 2.66% | No change | 38,500 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.9% | 38,385 | $3.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +51.1% | 37,986 | $3.9M |
| Shell Asset Management Co. | 0.13% | Add +26.8% | 37,414 | $3.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +16.7% | 37,390 | $3.8M |
| Trinity Legacy Partners, LLC | 0.92% | Reduce -0.5% | 38,466 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Add +0.9% | 36,488 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +28.8% | 36,526 | $3.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -42.4% | 36,100 | $3.7M |
| Ranch Capital Advisors Inc. | 1.58% | Add +3.1% | 35,247 | $3.6M |
| Banque Cantonale Vaudoise | 0.15% | Add +48.2% | 35,293 | $3.6M |
| Cerity Partners LLC | 0.01% | Add +3.6% | 35,292 | $3.6M |
| Cyndeo Wealth Partners, LLC | 0.21% | Reduce -2.5% | 34,227 | $3.5M |
| Vestcor Inc | 0.11% | Reduce -57.5% | 34,212 | $3.5M |
| Hourglass Capital, LLC | 0.86% | Add +2.0% | 34,060 | $3.5M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.9% | 33,833 | $3.5M |
| Venture Visionary Partners LLC | 0.13% | Add +1.1% | 32,989 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +19.2% | 32,646 | $3.3M |
| Smithfield Trust Co | 0.16% | No change | 32,569 | $3.3M |
| One Capital Management, LLC | 0.12% | Reduce -3.5% | 32,563 | $3.3M |
| Horizon Kinetics Asset Management LLC | 0.04% | No change | 32,455 | $3.3M |
| Nepsis Inc. | 0.91% | Reduce -22.1% | 31,994 | $3.3M |
| Siemens Fonds Invest GmbH | 0.19% | Add +2.5% | 31,945 | $3.3M |
| Woodline Partners LP | 0.02% | Add +28.7% | 31,839 | $3.3M |
| Courier Capital LLC | 0.19% | Reduce -2.2% | 30,912 | $3.2M |
| OP Asset Management Ltd | 0.05% | Add +1.5% | 30,773 | $3.2M |
| Erste Asset Management GmbH | 0.03% | Add +25.8% | 30,816 | $3.1M |
| Norinchukin Bank, The | 0.05% | Add +6.7% | 30,596 | $3.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.2% | 30,464 | $3.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +30.5% | 30,350 | $3.1M |
| Dumont & Blake Investment Advisors LLC | 0.81% | Reduce -0.4% | 30,234 | $3.1M |
| Investor's Fiduciary Advisor Network, LLC | 1.14% | Reduce -3.0% | 30,028 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -0.2% | 29,843 | $3.1M |
| Mackenzie Financial Corp. | 0.00% | Add +5.2% | 29,808 | $3.1M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +39.8% | 29,635 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +1.1% | 29,532 | $3.0M |
| Tudor Investment Corporation | 0.02% | Reduce -41.8% | 29,141 | $3.0M |
| Sage Capital Management, LLC | 1.44% | Add +0.5% | 29,078 | $3.0M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -4.0% | 28,962 | $3.0M |
| Oddo BHF Asset Management Sas | 0.11% | Reduce -44.5% | 27,570 | $2.8M |
| Independent Advisor Alliance | 0.08% | Reduce -2.0% | 27,132 | $2.8M |
| Elo Mutual Pension Insurance Co | 0.06% | Reduce -10.0% | 26,933 | $2.8M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.48% | New | 26,307 | $2.7M |
| Aurora Investment Counsel | 1.40% | Add +1.9% | 25,938 | $2.7M |
| Fox Run Management, L.L.C. | 0.44% | New | 25,922 | $2.7M |
| US Bancorp \de | 0.00% | Add +6.2% | 25,791 | $2.6M |
| Shelton Capital Management | 0.06% | Reduce -36.9% | 25,663 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.8% | 25,469 | $2.6M |
| Moody National Bank Trust Division | 0.24% | Add +6.2% | 25,424 | $2.6M |
| TFG Advisers LLC | 0.89% | Add +0.3% | 25,306 | $2.6M |
| CoreFirst Bank & Trust | 1.44% | Reduce -1.0% | 24,834 | $2.5M |
| Wolverine Asset Management LLC | 0.18% | Reduce -9.2% | 24,782 | $2.5M |
| Sippican Capital Advisors | 1.77% | No change | 23,712 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Reduce -0.5% | 23,632 | $2.4M |
| F/m Investments LLC | 0.09% | Add +5.4% | 23,606 | $2.4M |
| PFG Investments, LLC | 0.14% | Add +0.6% | 23,599 | $2.4M |
| Verition Fund Management LLC | 0.01% | Reduce -66.3% | 23,455 | $2.4M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -3.4% | 23,379 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.08% | No change | 23,270 | $2.4M |
| Tredje AP-fonden | 0.02% | No change | 23,057 | $2.4M |
| American Assets Capital Advisers, LLC | 2.37% | Reduce -59.8% | 22,969 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +1.6% | 22,954 | $2.4M |
| ING Groep NV | 0.01% | Reduce -21.2% | 22,944 | $2.4M |
| Ancora Advisors LLC | 0.05% | Add +0.4% | 22,840 | $2.3M |
| Jain Global LLC | 0.04% | New | 22,776 | $2.3M |
| Fiduciary Trust Co | 0.03% | Add +4.6% | 22,574 | $2.3M |
| Naviter Wealth, LLC | 0.28% | Add +7.6% | 22,341 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +51.1% | 21,703 | $2.2M |
| Gables Capital Management Inc. | 1.04% | Reduce -12.9% | 21,542 | $2.2M |
| KCM Investment Advisors LLC | 0.07% | Add +0.1% | 21,327 | $2.2M |
| Heritage Trust Co | 0.25% | Reduce -1.5% | 21,175 | $2.2M |
| Fifth Third Bancorp | 0.01% | Add +2.4% | 21,090 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -56.2% | 21,031 | $2.2M |
| Cascade Investment Group, Inc. | 1.50% | Reduce -0.8% | 20,913 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +52.6% | 20,454 | $2.1M |
| Mizuho Securities USA LLC | 0.04% | — | 20,386 | $2.1M |
| Kentucky Trust Co | 1.18% | Reduce -2.6% | 20,065 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +85.8% | 19,882 | $2.0M |
| Sterling Capital Management LLC | 0.03% | Add +164.9% | 19,871 | $2.0M |
| RFG Advisory, LLC | 0.05% | Add +9.2% | 19,848 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Add +29.7% | 19,821 | $2.0M |
| Aster Capital Management (DIFC) Ltd | 0.45% | New | 19,478 | $2.0M |
| Pensionfund Sabic | 0.56% | No change | 19,300 | $2.0M |
| Zacks Investment Management | 0.02% | Add +9.0% | 19,272 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +0.1% | 19,049 | $2.0M |
| Kentucky Retirement Systems | 0.06% | Reduce -6.2% | 18,654 | $1.9M |
| Lido Advisors, LLC | 0.01% | Reduce -44.5% | 18,476 | $1.9M |
| Tyler-Stone Wealth Management | 0.31% | Add +1.0% | 18,607 | $1.9M |
| Madison Asset Management, LLC | 0.02% | No change | 18,531 | $1.9M |
| Westpac Banking Corp. | 0.13% | Add +175.2% | 18,456 | $1.9M |
| MASTERINVEST Kapitalanlage GmbH | 0.20% | — | 18,437 | $1.9M |
| Commerce Bank | 0.01% | Add +0.2% | 18,218 | $1.9M |
| Flputnam Investment Management Co. | 0.03% | Add +41.8% | 18,076 | $1.9M |
| Praxis Investment Management Inc. | 0.12% | Add +3.0% | 17,790 | $1.8M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.4% | 17,740 | $1.8M |
| Quantbot Technologies LP | 0.05% | Reduce -24.2% | 17,498 | $1.8M |
| DoubleLine ETF Adviser LP | 0.57% | Add +1.3% | 17,409 | $1.8M |
| Bramshill Investments, LLC | 0.18% | Reduce -0.1% | 17,217 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +14.8% | 17,146 | $1.8M |
| Trust Investment Advisors | 1.06% | Reduce -7.3% | 17,081 | $1.8M |
| Inspire Trust Co, N.A. | 0.36% | No change | 17,000 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -0.8% | 16,951 | $1.7M |
| Avanza Fonder AB | 0.05% | New | 16,925 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +49.7% | 16,873 | $1.7M |
| King Luther Capital Management Corp. | 0.01% | Reduce -2.3% | 16,646 | $1.7M |
| Highline Wealth Partners LLC | 0.50% | Reduce -3.9% | 16,611 | $1.7M |
| AG2R La Mondiale Gestion D'actifs | 0.09% | Add +3.2% | 16,338 | $1.7M |
| &partners | 0.01% | Add +67.7% | 16,331 | $1.7M |
| Claro Advisors Inc. | 0.28% | Reduce -1.5% | 16,305 | $1.7M |
| Safe Harbor Fiduciary, LLC | 1.56% | Reduce -19.1% | 16,191 | $1.7M |
| Prana Capital Management, LP | 0.06% | Add +22.0% | 15,876 | $1.6M |
| Inceptionr LLC | 0.37% | Add +118.8% | 15,785 | $1.6M |
| HighPoint Advisor Group LLC | 0.09% | Add +0.3% | 15,728 | $1.6M |
| Creekmur Asset Management LLC | 0.28% | Add +31.3% | 15,645 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.3% | 15,600 | $1.6M |
| Diversify Advisory Services, LLC | 0.06% | Add +165.7% | 17,214 | $1.6M |
| Securian Asset Management, Inc. | 0.04% | Reduce -1.2% | 15,361 | $1.6M |
| One Charles Private Wealth Services, LLC | 0.44% | Add +24.7% | 15,348 | $1.6M |
| Walleye Trading LLC | 0.04% | New | 15,285 | $1.6M |
| Ossiam | 0.02% | Reduce -1.7% | 15,273 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -10.8% | 14,889 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -9.9% | 14,910 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.0% | 14,827 | $1.5M |
| Comprehensive Money Management Services LLC | 1.15% | Add +3.1% | 14,725 | $1.5M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -27.1% | 14,725 | $1.5M |
| Royal Fund Management, LLC | 0.16% | Add +9.4% | 14,560 | $1.5M |
| Denali Advisors LLC | 0.15% | Reduce -1.2% | 14,416 | $1.5M |
| Metis Global Partners, LLC | 0.04% | Reduce -7.1% | 14,323 | $1.5M |
| Corrado Advisors, LLC | 0.90% | Reduce -2.5% | 14,277 | $1.5M |
| Beacon Financial Advisory LLC | 0.38% | Reduce -0.8% | 14,262 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Add +4.8% | 14,259 | $1.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +22.4% | 14,219 | $1.5M |
| Choreo, LLC | 0.02% | Add +5.0% | 14,093 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.08% | Add +4.9% | 14,210 | $1.5M |
| Brookfield Corp | 0.00% | Add +1.2% | 14,193 | $1.5M |
| Truvestments Capital LLC | 0.29% | Reduce -1.1% | 14,160 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +9.1% | 14,016 | $1.4M |
| Reik & Co., LLC | 0.36% | No change | 13,980 | $1.4M |
| Schroder Investment Management Group | 0.00% | Add +6.1% | 13,817 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.6% | 13,795 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 13,740 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -11.2% | 13,478 | $1.4M |
| Crescent Grove Advisors, LLC | 0.13% | Add +1.5% | 13,255 | $1.4M |
| Community Bank of Raymore | 1.01% | No change | 13,341 | $1.4M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | Reduce -26.6% | 13,089 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Reduce -2.1% | 13,086 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +7.8% | 13,062 | $1.3M |
| Coppell Advisory Solutions LLC | 0.16% | New | 13,061 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.5% | 13,009 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +2.6% | 12,885 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -31.2% | 12,792 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +7.4% | 12,685 | $1.3M |
| Burling Wealth Partners, LLC | 0.24% | Reduce -18.0% | 12,730 | $1.3M |
| E. Ohman J:or Asset Management AB | 0.03% | Reduce -6.6% | 12,703 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +3.1% | 12,605 | $1.3M |
| HM Payson & Co. | 0.02% | No change | 12,526 | $1.3M |
| Roman Butler Fullerton & Co. | 0.38% | Reduce -0.3% | 12,821 | $1.3M |
| Natixis | 0.01% | Reduce -36.9% | 12,358 | $1.3M |
| Arista Wealth Management, LLC | 0.17% | New | 12,301 | $1.3M |
| Widmann Financial Services, Inc. | 0.87% | No change | 12,194 | $1.3M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -2.0% | 12,185 | $1.2M |
| Segall Bryant & Hamill, LLC | 0.02% | No change | 12,009 | $1.2M |
| Kintegral Advisory, LLC | 0.11% | Reduce -0.2% | 11,896 | $1.2M |
| Summit Financial, LLC | 0.03% | Add +92.3% | 11,882 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -82.2% | 11,769 | $1.2M |
| Kessler Investment Group, LLC | 0.49% | Add +5.8% | 11,728 | $1.2M |
| Delta Capital Management LLC | 0.67% | No change | 11,610 | $1.2M |
| HUB Investment Partners, LLC | 0.04% | Add +8.4% | 11,570 | $1.2M |
| Savoie Capital LLC | 0.15% | No change | 11,545 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | No change | 11,538 | $1.2M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -1.5% | 11,492 | $1.2M |
| Retirement Planning Co of New England, Inc. | 0.52% | Add +0.2% | 11,455 | $1.2M |
| Guardian Asset Advisors, LLC | 0.66% | Reduce -0.7% | 11,266 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -0.9% | 11,090 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Add +2.8% | 11,077 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.9% | 11,664 | $1.1M |
| Virtu Financial LLC | 0.06% | Add +93.8% | 11,037 | $1.1M |
| Glenview Trust Co | 0.02% | New | 11,005 | $1.1M |
| Abbot Financial Management, Inc. | 0.52% | No change | 10,918 | $1.1M |
| Ingalls & Snyder LLC | 0.04% | No change | 10,755 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +20.2% | 10,668 | $1.1M |
| Wellington Shields & Co., LLC | 0.31% | No change | 10,643 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Reduce -0.4% | 10,628 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 10,475 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +0.5% | 10,365 | $1.1M |
| Plimoth Trust Co. LLC | 0.25% | No change | 10,328 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | — | 10,271 | $1.1M |
| Private Advisory Group LLC | 0.10% | Reduce -10.3% | 10,236 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | Reduce -2.2% | 11,422 | $1.0M |
| Pathway Financial Advisers, LLC | 0.34% | Reduce -2.1% | 10,153 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Add +3.1% | 10,022 | $1.0M |
| Smith Group Asset Management, LLC | 0.07% | No change | 10,000 | $1.0M |
| Montag A & Associates Inc. | 0.05% | No change | 9,878 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +1.9% | 9,855 | $1.0M |
| Perpetual Ltd | 0.01% | Reduce -7.1% | 9,820 | $1.0M |
| Vident Advisory, LLC | 0.01% | Add +6.7% | 9,817 | $1.0M |
| Beacon Investment Advisors LLC | 0.43% | Add +0.6% | 9,750 | $997K |
| Verus Capital Partners, LLC | 0.09% | Add +0.3% | 9,708 | $996K |
| Glenmede Investment Management, LP | 0.01% | — | 9,653 | $990K |
| Strait & Sound Wealth Management LLC | 0.42% | Add +4.2% | 9,597 | $984K |
| Atwood & Palmer Inc. | 0.06% | Add +14.5% | 9,445 | $969K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.8% | 9,413 | $965K |
| Independent Financial Group, LLC | 0.03% | Reduce -0.6% | 9,316 | $956K |
| American Institute for Advanced Investment Management, LLP | 0.67% | Reduce -14.9% | 9,245 | $948K |
| Ullmann Wealth Partners Group, LLC | 0.11% | Add +0.8% | 9,240 | $948K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -68.7% | 9,205 | $945K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.0% | 9,178 | $941K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.1% | 9,160 | $940K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +0.1% | 9,088 | $932K |
| Savant Capital, LLC | 0.01% | Add +2.6% | 8,945 | $917K |
| Genesee Capital Advisors, LLC | 0.41% | Add +6.7% | 8,943 | $917K |
| Founders Financial Alliance, LLC | 0.21% | Reduce -1.1% | 8,930 | $916K |
| Atlantic Union Bankshares Corp | 0.02% | Add +11.3% | 8,921 | $915K |
| MAI Capital Management | 0.01% | Reduce -1.6% | 8,855 | $908K |
| Two Sigma Securities, LLC | 0.11% | New | 8,798 | $902K |
| Herold Advisors, Inc. | 0.19% | Add +0.0% | 8,758 | $898K |
| Capstone Investment Advisors, LLC | 0.01% | Add +1.3% | 8,636 | $886K |
| GC Wealth Management RIA, LLC | 0.07% | Add +27.7% | 8,598 | $882K |
| Bessemer Group Inc. | 0.00% | Reduce -40.8% | 8,543 | $877K |
| Future Financial Wealth Managment LLC | 0.59% | Add +0.1% | 8,420 | $864K |
| Cwm, LLC | 0.00% | Add +27.6% | 8,415 | $863K |
| World Investment Advisors | 0.02% | Add +53.4% | 8,411 | $863K |
| Colonial River Investments, LLC | 0.37% | Reduce -1.1% | 8,697 | $861K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -5.6% | 8,376 | $859K |
| V-Square Quantitative Management LLC | 0.12% | Add +5.8% | 8,375 | $859K |
| Point72 (DIFC) Ltd | 0.07% | Add +2.4% | 8,369 | $858K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.9% | 8,357 | $857K |
| Aspire Private Capital, LLC | 0.20% | Reduce -21.0% | 8,348 | $856K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -2.9% | 8,289 | $850K |
| Cardinal Point Capital Management ULC | 0.07% | No change | 8,200 | $848K |
| Measured Wealth Private Client Group, LLC | 0.25% | Reduce -3.4% | 8,243 | $845K |
| Rik Saylor Financial, Inc. | 0.65% | Add +0.2% | 8,235 | $845K |
| SVB Wealth LLC | 0.05% | Reduce -16.8% | 8,222 | $843K |
| Wedbush Securities Inc. | 0.03% | Add +3.0% | 8,183 | $839K |
| DRW Securities, LLC | 0.06% | New | 8,160 | $837K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.5% | 8,143 | $835K |
| Greenleaf Trust | 0.01% | Add +10.5% | 8,142 | $835K |
| Mathes Company, Inc. | 0.31% | No change | 8,050 | $826K |
| Integrated Advisors Network LLC | 0.04% | Add +4.5% | 8,014 | $822K |
| RNC Capital Management LLC | 0.04% | Reduce -0.0% | 8,000 | $821K |
| Agf Management Ltd. | 0.00% | New | 7,980 | $819K |
| Quantessence Capital LLC | 0.24% | New | 7,978 | $818K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.0% | 7,966 | $817K |
| Princeton Capital Management LLC | 0.24% | Reduce -9.7% | 7,942 | $815K |
| Bailard, Inc. | 0.02% | No change | 7,942 | $815K |
| Fiduciary Family Office, LLC | 0.27% | Reduce -7.5% | 7,940 | $814K |
| Squarepoint Ops LLC | 0.00% | Reduce -87.9% | 7,934 | $814K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -6.5% | 7,917 | $812K |
| Essex Financial Services, Inc. | 0.05% | Add +0.3% | 7,862 | $806K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +9.0% | 7,813 | $801K |
| Archer Investment Corp | 0.19% | No change | 7,800 | $800K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -37.9% | 7,776 | $798K |
| Composition Wealth, LLC | 0.01% | Add +2.6% | 7,742 | $794K |
| Independence Bank of Kentucky | 0.11% | No change | 7,724 | $792K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -1.1% | 7,585 | $778K |
| Callan Family Office, LLC | 0.02% | New | 7,575 | $777K |
| Csenge Advisory Group | 0.04% | Add +1.3% | 7,837 | $774K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -30.4% | 7,510 | $770K |
| Mindset Wealth Management, LLC | 0.25% | Reduce -2.1% | 7,493 | $769K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -3.9% | 7,449 | $764K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +5.0% | 7,434 | $763K |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.3% | 7,422 | $761K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.0% | 7,385 | $757K |
| Outlook Wealth Advisors, LLC | 0.19% | Reduce -0.5% | 7,247 | $743K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -0.3% | 7,245 | $743K |
| Investment Management Corp of Ontario | 0.01% | Reduce -13.3% | 7,191 | $738K |
| GM Advisory Group, LLC | 0.04% | Reduce -1.7% | 7,180 | $736K |
| TBH Global Asset Management, LLC | 0.16% | Reduce -4.7% | 7,154 | $734K |
| Mangrove Partners Im, LLC | 0.08% | New | 7,088 | $727K |
| Trivium Point Advisory, LLC | 0.08% | New | 7,048 | $723K |
| Signaturefd, LLC | 0.01% | Add +13.2% | 7,045 | $723K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 7,041 | $722K |
| Fiduciary Group, LLC | 0.07% | No change | 7,000 | $718K |
| Ballentine Partners, LLC | 0.01% | Add +27.9% | 6,889 | $707K |
| Empowered Funds, LLC | 0.01% | Add +20.3% | 6,889 | $707K |
| TD Private Client Wealth LLC | 0.02% | Add +14.5% | 6,869 | $705K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -93.9% | 6,862 | $704K |
| Ascent Group, LLC | 0.03% | New | 6,795 | $697K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 6,742 | $692K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -76.1% | 6,739 | $691K |
| Verdence Capital Advisors LLC | 0.05% | Add +0.5% | 6,717 | $689K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -10.1% | 6,718 | $688K |
| Alyeska Investment Group, L.P. | 0.00% | Reduce -96.2% | 6,689 | $686K |
| Quadrant Capital Group LLC | 0.02% | Add +13.0% | 6,612 | $678K |
| Global Retirement Partners, LLC | 0.02% | — | 6,586 | $676K |
| Centaurus Financial, Inc. | 0.04% | Add +2.1% | 6,568 | $674K |
| Monument Capital Management | 0.18% | Add +84.5% | 6,554 | $672K |
| Group One Trading LLC | 0.02% | New | 6,543 | $671K |
| Mufg Securities Americas Inc. | 0.06% | Add +25.8% | 6,539 | $671K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -68.1% | 6,529 | $670K |
| Ellevest, Inc. | 0.11% | Reduce -4.3% | 6,516 | $668K |
| James Hambro & Partners LLP | 0.03% | Reduce -78.8% | 6,502 | $667K |
| Oak Thistle LLC | 0.10% | Reduce -69.0% | 6,467 | $663K |
| Columbia Asset Management | 0.13% | No change | 6,392 | $656K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -19.8% | 6,543 | $653K |
| Summit Trail Advisors, LLC | 0.01% | Add +73.6% | 6,283 | $651K |
| Ascentis Independent Advisors | 0.12% | Add +23.2% | 6,346 | $651K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +75.0% | 7,462 | $651K |
| Ieq Capital, LLC | 0.00% | Reduce -65.5% | 6,292 | $645K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +1.0% | 6,283 | $644K |
| OneDigital Investment Advisors LLC | 0.01% | Add +14.3% | 6,208 | $637K |
| Principal Securities, Inc. | 0.01% | Reduce -50.9% | 6,153 | $631K |
| Hudson Bay Capital Management LP | 0.00% | New | 6,108 | $626K |
| Laurion Capital Management LP | 0.07% | New | 5,938 | $609K |
| Sheets Smith Wealth Management | 0.07% | Reduce -0.5% | 5,910 | $606K |
| Kapstone Financial Advisors LLC | 0.30% | No change | 5,792 | $594K |
| EWG Elevate Inc. | 0.18% | No change | 5,722 | $587K |
| Somerset Trust Co | 0.19% | Add +4.0% | 5,721 | $587K |
| Huntington National Bank | 0.01% | Add +29.4% | 5,717 | $586K |
| Pinnacle Family Advisors, LLC | 0.28% | Add +0.2% | 5,601 | $573K |
| WASHINGTON TRUST Co | 0.02% | No change | 5,586 | $573K |
| Garden State Investment Advisory Services LLC | 0.15% | Reduce -0.4% | 5,532 | $572K |
| Brown Brothers Harriman & Co. | 0.00% | Add +10.3% | 5,495 | $564K |
| GAMMA Investing LLC | 0.04% | Add +37.9% | 5,476 | $562K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -8.0% | 5,457 | $560K |
| Abn Amro Investment Solutions | 0.01% | Add +12.8% | 5,451 | $559K |
| Farther Finance Advisors, LLC | 0.01% | Add +12.8% | 5,382 | $552K |
| Estabrook Capital Management | 0.08% | No change | 5,337 | $547K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -7.1% | 5,334 | $547K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 5,297 | $543K |
| Financial Management Professionals, Inc. | 0.06% | Reduce -6.0% | 5,240 | $542K |
| NorthRock Partners, LLC | 0.01% | Add +3.3% | 5,244 | $541K |
| Smith Asset Management Co., LLC | 0.46% | Reduce -21.6% | 5,215 | $535K |
| Valued Retirements, Inc. | 0.60% | No change | 5,190 | $532K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -6.8% | 5,181 | $531K |
| Texas Yale Capital Corp. | 0.02% | No change | 5,155 | $529K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -8.9% | 5,150 | $528K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +55.2% | 5,140 | $527K |
| Ostrum Asset Management | 0.02% | Reduce -2.8% | 5,098 | $523K |
| Chicago Partners Investment Group LLC | 0.01% | Add +41.4% | 5,252 | $522K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.6% | 5,070 | $520K |
| Fisher Asset Management | 0.00% | Reduce -17.7% | 5,065 | $520K |
| Penobscot Investment Management Company, Inc. | 0.04% | New | 5,040 | $517K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -0.3% | 5,020 | $515K |
| NorthStar Asset Management LLC | 0.27% | No change | 5,015 | $514K |
| Koshinski Asset Management, Inc. | 0.04% | Add +12.1% | 5,010 | $514K |
| Performance Wealth Partners, LLC | 0.02% | No change | 5,007 | $514K |
| Fidelis Capital Partners, LLC | 0.05% | Add +2.3% | 5,700 | $513K |
| Horizon Investments, LLC | 0.01% | Add +17.4% | 4,950 | $508K |
| Canada Post Corp Registered Pension Plan | 0.03% | New | 4,887 | $501K |
| Curi Capital, LLC | 0.01% | Add +27.3% | 4,853 | $500K |
| Augustine Asset Management Inc. | 0.13% | Reduce -6.4% | 4,847 | $497K |
| West Wealth Group, LLC | 0.12% | No change | 5,500 | $495K |
| Hancock Whitney Corp. | 0.01% | Reduce -5.1% | 4,828 | $495K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -41.1% | 4,825 | $495K |
| Davis R M Inc. | 0.01% | Reduce -11.1% | 4,818 | $494K |
| CTC Alternative Strategies, Ltd. | 0.43% | New | 4,795 | $492K |
| Mgo One Seven LLC | 0.02% | Add +68.6% | 4,784 | $491K |
| Cynosure Group, LLC | 0.05% | Add +22.0% | 4,699 | $482K |
| High Net Worth Advisory Group LLC | 0.13% | No change | 4,692 | $481K |
| Putney Financial Group LLC | 0.48% | Reduce -1.8% | 4,645 | $476K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 4,644 | $476K |
| Catalyst Funds Management Pty Ltd | 0.13% | Add +20.7% | 4,643 | $476K |
| Secure Asset Management, LLC | 0.09% | New | 4,641 | $476K |
| Hilltop Holdings Inc. | 0.03% | Reduce -4.2% | 4,558 | $468K |
| Aspen Investment Management Inc | 0.20% | Add +0.1% | 4,535 | $465K |
| Lanark Financial, Inc. | 0.04% | Reduce -16.4% | 4,534 | $465K |
| Welch Group, LLC | 0.02% | No change | 4,531 | $465K |
| Jump Financial, LLC | 0.01% | Reduce -98.5% | 4,503 | $462K |
| Essex Bank | 0.11% | No change | 4,495 | $461K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.0% | 4,492 | $461K |
| Mechanics Bank Trust Department | 0.07% | Add +30.8% | 4,483 | $460K |
| Teamwork Financial Advisors, LLC | 0.06% | Add +0.3% | 4,476 | $459K |
| Advisors Capital Management, LLC | 0.01% | Reduce -4.0% | 4,427 | $454K |
| Quest Investment Management LLC | 0.05% | New | 4,414 | $453K |
| Atria Investments, Inc | 0.01% | Reduce -11.4% | 4,404 | $452K |
| Armor Investment Advisors, LLC | 0.17% | Reduce -0.5% | 4,361 | $447K |
| Ameliora Wealth Management Ltd. | 0.16% | Add +29.9% | 4,350 | $446K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 4,335 | $445K |
| Profund Advisors LLC | 0.02% | Add +7.7% | 4,332 | $444K |
| Sculati Wealth Management, LLC | 0.17% | No change | 4,320 | $443K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +28.8% | 4,284 | $440K |
| WealthBridge Capital Management, LLC | 0.11% | Reduce -48.7% | 4,284 | $439K |
| BCO Wealth Management LLC | 0.31% | No change | 4,275 | $438K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -11.7% | 4,267 | $438K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -12.7% | 4,265 | $437K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -5.7% | 4,259 | $437K |
| Stephens Inc. | 0.01% | Add +0.1% | 4,191 | $430K |
| Prestige Wealth Management Group LLC | 0.09% | Reduce -2.1% | 4,172 | $428K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.9% | 4,168 | $428K |
| International Assets Investment Management, LLC | 0.03% | Add +9.9% | 4,166 | $427K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 4,150 | $426K |
| L.M. Kohn & Company | 0.11% | Reduce -0.6% | 4,147 | $425K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -6.5% | 4,119 | $423K |
| FIL Ltd | 0.00% | Reduce -46.9% | 4,111 | $422K |
| Disciplined Equity Management, Inc. | 0.25% | No change | 4,085 | $419K |
| SFG Wealth Management, LLC. | 0.25% | Reduce -6.0% | 4,063 | $417K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -63.1% | 4,060 | $416K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +3.8% | 4,052 | $416K |
| Sachetta, LLC | 0.16% | Add +0.7% | 4,048 | $415K |
| Centiva Capital, LP | 0.03% | Reduce -89.9% | 4,031 | $413K |
| Axis Wealth Partners, LLC | 0.27% | Add +0.1% | 4,025 | $413K |
| Accuvest Global Advisors | 0.27% | Reduce -16.3% | 4,000 | $410K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -31.6% | 4,008 | $407K |
| GTS Securities LLC | 0.02% | New | 3,915 | $402K |
| Bogart Wealth, LLC | 0.02% | No change | 3,907 | $401K |
| IFP Advisors, Inc | 0.01% | Add +26.0% | 3,527 | $396K |
| Park National Corp. | 0.01% | No change | 3,838 | $394K |
| Cresset Asset Management, LLC | 0.00% | New | 3,804 | $393K |
| Sigma Planning Corp | 0.01% | Reduce -7.5% | 3,829 | $393K |
| Ledgewood Wealth Advisors, LLC | 0.25% | No change | 3,806 | $390K |
| Citizens Business Bank | 0.08% | No change | 3,800 | $390K |
| Nexpoint Asset Management, L.P. | 0.04% | No change | 3,800 | $390K |
| Crown Wealth Group, LLC | 0.15% | Reduce -0.5% | 3,778 | $388K |
| Meeder Advisory Services, Inc. | 0.02% | Add +14.9% | 3,710 | $381K |
| SummitTX Capital, L.P. | 0.02% | New | 3,700 | $380K |
| RMR Wealth Builders | 0.03% | No change | 3,650 | $377K |
| Cetera Trust Company, N.A | 0.22% | Add +1.0% | 3,660 | $375K |
| Severin Investments, LLC | 0.35% | Add +0.4% | 3,646 | $374K |
| Prosperity Consulting Group, LLC | 0.03% | New | 3,645 | $374K |
| Fayez Sarofim & Co | 0.00% | Reduce -15.8% | 3,635 | $373K |
| Strategic Blueprint, LLC | 0.02% | Add +0.9% | 3,623 | $372K |
| Three Magnolias Financial Advisors, LLC | 0.26% | No change | 3,600 | $369K |
| Gsa Capital Partners LLP | 0.03% | New | 3,548 | $364K |
| Aire Advisors, LLC | 0.07% | Add +0.9% | 3,537 | $363K |
| Palacios Wealth Management, LLC | 0.30% | No change | 3,525 | $362K |
| Panagora Asset Management Inc. | 0.00% | Reduce -33.4% | 3,524 | $361K |
| Philadelphia Trust Co. | 0.03% | No change | 3,500 | $359K |
| Long Road Investment Counsel, LLC | 0.13% | No change | 3,500 | $359K |
| Lokken Investment Group LLC | 0.14% | No change | 3,479 | $357K |
| Natural Investments, LLC | 0.09% | Add +0.7% | 3,474 | $356K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 3,453 | $354K |
| Diversified Trust Co. | 0.01% | New | 3,452 | $354K |
| Wambolt & Associates, LLC | 0.12% | Reduce -13.4% | 3,509 | $351K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,405 | $349K |
| Leonteq Securities AG | 0.02% | Reduce -71.4% | 3,400 | $349K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.8% | 3,400 | $349K |
| Parallel Advisors, LLC | 0.01% | Reduce -9.5% | 3,397 | $348K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 3,350 | $344K |
| Aprio Wealth Management, LLC | 0.04% | New | 3,350 | $344K |
| Southland Equity Partners LLC | 0.07% | Reduce -1.9% | 3,331 | $342K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.8% | 3,316 | $340K |
| Foster & Motley Inc. | 0.02% | Reduce -1.7% | 3,318 | $340K |
| Richmond Investment Services, LLC | 0.07% | New | 3,299 | $338K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.8% | 3,292 | $338K |
| Capital Square, LLC | 0.18% | Add +35.9% | 3,427 | $336K |
| Jacobi Capital Management LLC | 0.02% | Add +3.8% | 3,260 | $334K |
| Advisors Management Group Inc. | 0.06% | Reduce -1.5% | 3,259 | $334K |
| Mission Wealth Management, LP | 0.01% | Reduce -5.8% | 3,240 | $332K |
| Sovereign Financial Group, Inc. | 0.07% | Add +2.5% | 3,222 | $330K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.9% | 3,218 | $330K |
| Brooklyn Investment Group | 0.04% | Add +8.4% | 3,203 | $329K |
| E&G Advisors, LLC | 0.09% | Reduce -8.6% | 3,200 | $328K |
| Cooper Financial Group | 0.04% | Add +3.7% | 3,155 | $324K |
| Tiaa Trust, National Association | 0.00% | New | 3,145 | $323K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -13.9% | 3,140 | $322K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +7.1% | 3,136 | $322K |
| Keystone Wealth Services, LLC | 0.08% | No change | 3,127 | $321K |
| Fortitude Family Office, LLC | 0.11% | Reduce -32.4% | 3,118 | $320K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -5.2% | 3,112 | $319K |
| American Investment Services, Inc. | 0.08% | No change | 3,103 | $318K |
| Fortis Capital Management LLC | 0.05% | Add +0.1% | 3,093 | $317K |
| Crestwood Advisors Group, LLC | 0.01% | Add +6.0% | 3,047 | $313K |
| Clean Yield Group | 0.09% | No change | 3,022 | $310K |
| EntryPoint Capital, LLC | 0.15% | Reduce -43.4% | 3,007 | $308K |
| Asset Planning,Inc | 0.23% | No change | 3,000 | $308K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -15.2% | 2,986 | $307K |
| IMA Advisory Services, Inc. | 0.03% | Add +0.1% | 2,957 | $306K |
| TRUE Private Wealth Advisors | 0.03% | Add +3.7% | 2,976 | $305K |
| Integrity Alliance, Llc. | 0.02% | Reduce -55.1% | 2,945 | $302K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.5% | 2,937 | $301K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 2,931 | $301K |
| LaSalle St. Investment Advisors, LLC | 0.08% | No change | 2,929 | $300K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +3.5% | 2,887 | $296K |
| Cigna Investments Inc. | 0.05% | Reduce -1.6% | 2,889 | $296K |
| Perennial Investment Advisors, LLC | 0.03% | Add +1.0% | 2,865 | $294K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -9.2% | 2,833 | $291K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -6.0% | 2,832 | $290K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -12.0% | 2,830 | $290K |
| Whittier Trust Co. | 0.00% | Reduce -13.6% | 2,820 | $289K |
| Jordan Park Group LLC | 0.02% | No change | 2,803 | $288K |
| ICONIQ Capital, LLC | 0.00% | New | 2,792 | $286K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.6% | 2,785 | $286K |
| Destination Wealth Management | 0.01% | Reduce -23.6% | 2,784 | $286K |
| Wedmont Private Capital | 0.01% | Add +2.1% | 2,872 | $285K |
| Carnegie Investment Counsel | 0.01% | No change | 2,777 | $285K |
| Seelaus Asset Management LLC | 0.26% | No change | 2,775 | $285K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,826 | $285K |
| Stevens Capital Management LP | 0.08% | New | 2,769 | $284K |
| Daymark Wealth Partners, LLC | 0.01% | Add +5.1% | 2,767 | $284K |
| Howland Capital Management LLC | 0.01% | No change | 2,727 | $281K |
| Syon Capital LLC | 0.02% | New | 2,736 | $281K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 2,722 | $279K |
| XTX Topco Ltd | 0.01% | New | 2,702 | $277K |
| Savvy Advisors, Inc. | 0.02% | Add +1.2% | 2,701 | $277K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | Add +0.1% | 2,700 | $277K |
| Richard W. Paul & Associates, LLC | 0.10% | Reduce -21.6% | 2,700 | $277K |
| Investment House LLC | 0.01% | No change | 2,700 | $277K |
| Allen Investment Management, LLC | 0.00% | No change | 2,696 | $277K |
| Assetmark, Inc. | 0.00% | Add +104.3% | 2,686 | $276K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 2,685 | $275K |
| Raleigh Capital Management Inc. | 0.12% | Reduce -23.2% | 2,681 | $275K |
| Keystone Financial Group | 0.02% | Reduce -15.8% | 2,679 | $275K |
| Aberdeen Wealth Management LLC | 0.18% | No change | 2,645 | $271K |
| Walker Asset Management, LLC | 0.16% | Add +1.0% | 2,625 | $269K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -37.3% | 2,623 | $269K |
| Channel Wealth LLC | 0.08% | Add +0.1% | 2,621 | $269K |
| Keybank National Association | 0.00% | Reduce -6.3% | 2,615 | $268K |
| Retireful, LLC | 0.18% | New | 2,602 | $267K |
| Advisory Alpha, LLC | 0.01% | New | 2,550 | $262K |
| Samalin Investment Counsel, LLC | 0.10% | Add +0.9% | 2,548 | $261K |
| Centerpoint Advisory Group | 0.23% | No change | 2,535 | $260K |
| Segment Wealth Management, LLC | 0.02% | Reduce -1.7% | 2,534 | $260K |
| Seed Wealth Management, Inc. | 0.19% | Reduce -3.4% | 2,530 | $260K |
| Mather Group, Llc. | 0.00% | Add +2.4% | 2,526 | $259K |
| Compound Planning, Inc. | 0.01% | New | 2,517 | $258K |
| IRON Financial LLC | 0.14% | Add +1.4% | 2,517 | $258K |
| Patton Fund Management, Inc. | 0.06% | New | 2,510 | $257K |
| Nwam LLC | 0.01% | New | 2,578 | $257K |
| Duncan Williams Asset Management, LLC | 0.08% | Add +0.9% | 2,504 | $257K |
| Larson Financial Group LLC | 0.01% | Add +47.6% | 2,449 | $251K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,419 | $248K |
| Maven Securities LTD | 0.06% | New | 2,406 | $247K |
| Private Trust Co. NA | 0.02% | Add +4.3% | 2,405 | $247K |
| Geneos Wealth Management Inc. | 0.01% | Add +145.3% | 2,399 | $246K |
| Fielder Capital Group LLC | 0.07% | Reduce -0.8% | 2,390 | $245K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 2,360 | $242K |
| Brookwood Investment Group LLC | 0.04% | Reduce -9.4% | 2,358 | $242K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,338 | $242K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,352 | $241K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -3.8% | 2,352 | $241K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -1.9% | 2,595 | $239K |
| Wealth Alliance, LLC | 0.03% | New | 2,328 | $239K |
| Personal Cfo Solutions, LLC | 0.04% | New | 2,326 | $239K |
| UMB Bank, n.a. | 0.00% | Reduce -8.5% | 2,316 | $238K |
| Intrua Financial, LLC | 0.03% | Reduce -22.1% | 2,309 | $237K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 2,290 | $235K |
| Commerzbank Aktiengesellschaft | 0.01% | New | 2,280 | $234K |
| Smith, Moore & Co. | 0.02% | New | 2,271 | $233K |
| Mystic Asset Management, Inc. | 0.06% | New | 2,231 | $229K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -12.4% | 2,229 | $229K |
| Heritage Wealth Advisors | 0.01% | No change | 2,222 | $228K |
| Community Bank & Trust, Waco, Texas | 0.05% | New | 2,200 | $226K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -25.9% | 2,162 | $222K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +7.9% | 2,158 | $221K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -57.0% | 2,157 | $221K |
| Saxony Capital Management, LLC | 0.17% | New | 2,136 | $219K |
| Stiles Financial Services Inc | 0.08% | New | 2,127 | $218K |
| Warm Springs Advisors Inc. | 0.19% | Reduce -27.0% | 2,117 | $217K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 2,108 | $216K |
| Balboa Wealth Partners | 0.04% | New | 2,106 | $216K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,088 | $214K |
| Texas Bank & Trust Co | 0.08% | New | 2,054 | $211K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -24.8% | 2,040 | $209K |
| Ignite Planners, LLC | 0.04% | New | 2,098 | $209K |
| Arkadios Wealth Advisors | 0.01% | New | 2,038 | $209K |
| Exchange Traded Concepts, LLC | 0.00% | Add +71.9% | 2,035 | $209K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,033 | $209K |
| Wesbanco Bank Inc. | 0.01% | New | 2,029 | $208K |
| Affinity Investment Advisors, LLC | 0.16% | New | 2,013 | $206K |
| Acadian Asset Management LLC | 0.00% | New | 2,009 | $206K |
| Freestone Grove Partners LP | 0.00% | New | 2,006 | $206K |
| Financial Perspectives, Inc | 0.06% | No change | 2,000 | $205K |
| Oliver Luxxe Assets LLC | 0.04% | Reduce -96.1% | 2,000 | $205K |
| SJS Investment Consulting Inc. | 0.03% | Add +25.0% | 2,000 | $205K |
| RW Investment Management LLC | 0.02% | New | 2,000 | $205K |
| Harbour Trust & Investment Management Co | 0.02% | New | 2,000 | $205K |
| Apriem Advisors | 0.02% | New | 2,000 | $205K |
| Continuum Advisory, LLC | 0.02% | Add +7792.0% | 1,973 | $202K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,963 | $201K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -81.8% | 1,956 | $201K |
| TPG Advisors LLC | 0.14% | New | 1,954 | $200K |
| Modera Wealth Management, LLC | 0.00% | New | 1,951 | $200K |
| Pegasus Asset Management, Inc. | 0.07% | New | 1,950 | $200K |
| Strategic Investment Solutions, Inc. | 0.06% | Reduce -30.4% | 1,923 | $197K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -3.5% | 1,901 | $195K |
| Coastline Trust Co | 0.02% | No change | 1,856 | $190K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 1,800 | $185K |
| Monetary Management Group Inc. | 0.05% | No change | 1,800 | $185K |
| CX Institutional | 0.01% | Reduce -3.1% | 1,745 | $179K |
| Nvwm, LLC | 0.04% | No change | 1,699 | $174K |
| Tower View Wealth Management LLC | 0.09% | Add +1.0% | 1,670 | $171K |
| Security National Bank | 0.03% | Add +2.7% | 1,663 | $171K |
| CENTRAL TRUST Co | 0.00% | No change | 1,647 | $169K |
| Penserra Capital Management LLC | 0.00% | Add +12.3% | 1,602 | $163K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.2% | 1,588 | $163K |
| Deseret Mutual Benefit Administrators | 0.07% | No change | 1,501 | $154K |
| First Financial Corp. | 0.07% | No change | 1,500 | $154K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.4% | 1,479 | $151K |
| Muzinich & Co., Inc. | 0.07% | No change | 1,472 | $151K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,461 | $151K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -1.2% | 1,444 | $148K |
| Arax Advisory Partners | 0.01% | Add +54.9% | 1,416 | $145K |
| Park Square Financial Group, LLC | 0.10% | Reduce -13.2% | 1,386 | $142K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | No change | 1,380 | $142K |
| Clearstead Advisors, LLC | 0.00% | Add +45.4% | 1,358 | $139K |
| Vision Financial Markets LLC | 0.13% | No change | 1,350 | $138K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +29.4% | 1,322 | $136K |
| Silvant Capital Management LLC | 0.01% | No change | 1,292 | $133K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.3% | 1,282 | $131K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -3.9% | 1,229 | $126K |
| Addison Advisors LLC | 0.03% | No change | 1,173 | $120K |
| ORG Partners LLC | 0.03% | Reduce -28.1% | 1,192 | $119K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -33.0% | 1,125 | $115K |
| Headlands Technologies LLC | 0.01% | New | 1,122 | $115K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,109 | $114K |
| Lavaca Capital LLC | 0.05% | No change | 1,101 | $113K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,100 | $113K |
| Blue Trust, Inc. | 0.00% | Add +3.6% | 1,054 | $108K |
| Morse Asset Management, Inc | 0.02% | Reduce -48.8% | 1,050 | $108K |
| Sittner & Nelson, LLC | 0.04% | No change | 1,026 | $105K |
| Richardson Financial Services Inc. | 0.07% | New | 1,025 | $102K |
| AlphaQuest LLC | 0.01% | Reduce -10.2% | 983 | $101K |
| Kozak & Associates, Inc. | 0.02% | New | 1,000 | $99K |
| Evolution Wealth Management Inc. | 0.12% | — | 952 | $98K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 947 | $97K |
| Sound Income Strategies, LLC | 0.01% | Reduce -0.5% | 917 | $94K |
| Global X Japan Co., Ltd. | 0.01% | Add +20.1% | 907 | $93K |
| Catalyst Capital Advisors LLC | 0.00% | Add +72.1% | 907 | $93K |
| Cromwell Holdings LLC | 0.05% | Add +3.9% | 861 | $89K |
| MUFG Securities EMEA plc | 0.00% | New | 865 | $89K |
| CI Investments Inc. | 0.00% | Reduce -3.6% | 825 | $85K |
| Parvin Asset Management, LLC | 0.09% | No change | 820 | $84K |
| Sentry Investment Management LLC | 0.05% | No change | 839 | $84K |
| Bank of New Hampshire | 0.02% | No change | 795 | $82K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 791 | $81K |
| CYBER HORNET ETFs LLC | 0.06% | New | 767 | $79K |
| Optimum Investment Advisors | 0.03% | No change | 750 | $77K |
| Abound Wealth Management | 0.02% | No change | 748 | $77K |
| Avion Wealth | 0.02% | Add +6.2% | 742 | $76K |
| Eastern Bank | 0.00% | No change | 735 | $75K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -18.4% | 703 | $73K |
| Bokf, NA | 0.00% | Add +11700.0% | 708 | $73K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.2% | 703 | $72K |
| Rothschild Investment LLC | 0.00% | Add +2.8% | 658 | $67K |
| Valley National Advisers Inc. | 0.01% | No change | 655 | $67K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +111.7% | 650 | $67K |
| True Wealth Design, LLC | 0.02% | Add +2.7% | 646 | $66K |
| Proffitt & Goodson Inc. | 0.01% | No change | 622 | $64K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.8% | 615 | $63K |
| CVA Family Office, LLC | 0.01% | Add +10.0% | 604 | $62K |
| Financial Avengers, Inc. | 0.03% | Add +1.0% | 602 | $62K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.7% | 583 | $60K |
| Promus Capital, LLC | 0.04% | No change | 572 | $59K |
| North Star Investment Management Corp. | 0.00% | No change | 570 | $58K |
| Zions Bancorporation, National Association | 0.00% | Add +6.0% | 568 | $58K |
| Quarry LP | 0.01% | Reduce -76.7% | 558 | $57K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +6.0% | 546 | $56K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 504 | $52K |
| Crewe Advisors LLC | 0.01% | Reduce -0.6% | 502 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 500 | $51K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 500 | $51K |
| Dunhill Financial, LLC | 0.01% | Add +7.7% | 488 | $50K |
| Hanson & Doremus Investment Management | 0.01% | No change | 475 | $49K |
| Franchise Capital Ltd | 0.02% | No change | 455 | $47K |
| Loomis Sayles & Co. L P | 0.00% | No change | 447 | $46K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 420 | $43K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -32.9% | 420 | $43K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 500 | $43K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -4.6% | 413 | $42K |
| Canton Hathaway, LLC | 0.01% | No change | 411 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.7% | 406 | $42K |
| Barrett & Company, Inc. | 0.02% | No change | 400 | $41K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 400 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 400 | $41K |
| AllSquare Wealth Management LLC | 0.02% | No change | 395 | $41K |
| Versant Capital Management, Inc | 0.01% | Add +174.6% | 379 | $39K |
| Sunbelt Securities, Inc. | 0.00% | Add +83.7% | 360 | $38K |
| Transce3nd, LLC | 0.02% | No change | 362 | $37K |
| Parkworth Wealth Management, Inc. | 0.03% | Add +2.6% | 359 | $37K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 355 | $36K |
| Piscataqua Savings Bank | 0.03% | No change | 353 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -25.3% | 330 | $34K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +17.2% | 327 | $34K |
| Godsey & Gibb, Inc. | 0.00% | No change | 325 | $33K |
| MeadowBrook Investment Advisors LLC | 0.03% | Reduce -17.9% | 320 | $33K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 300 | $31K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 300 | $31K |
| Sawyer & Company, Inc | 0.01% | Reduce -59.7% | 240 | $30K |
| IAG Wealth Partners, LLC | 0.00% | No change | 295 | $30K |
| NFSG Corp | 0.00% | Add +5.7% | 279 | $29K |
| Central Pacific Bank - Trust Division | 0.00% | Add +19.8% | 278 | $29K |
| West Branch Capital LLC | 0.01% | No change | 275 | $28K |
| Thompson Investment Management, Inc. | 0.00% | No change | 264 | $27K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -0.4% | 265 | $27K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 268 | $27K |
| Beacon Capital Management, LLC | 0.00% | No change | 260 | $27K |
| PFS Partners, LLC | 0.01% | No change | 250 | $26K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 250 | $26K |
| Meeder Asset Management Inc. | 0.00% | Add +140.8% | 248 | $25K |
| IMG Wealth Management, Inc. | 0.02% | No change | 244 | $25K |
| NewSquare Capital LLC | 0.00% | Add +600.0% | 238 | $24K |
| Covestor Ltd | 0.01% | Add +22.0% | 222 | $23K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 215 | $22K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $21K |
| Lazard Asset Management LLC | 0.00% | Reduce -57.4% | 210 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -1.9% | 201 | $21K |
| Summit Securities Group LLC | 0.01% | New | 199 | $20K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 194 | $20K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 189 | $19K |
| WPG Advisers, LLC | 0.02% | Add +181.8% | 186 | $19K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 188 | $19K |
| Oakworth Capital, Inc. | 0.00% | Reduce -68.9% | 180 | $18K |
| GW&K Investment Management, LLC | 0.00% | Reduce -2.2% | 179 | $18K |
| Chesapeake Asset Management LLC | 0.02% | No change | 170 | $17K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 177 | $16K |
| Hemington Wealth Management | 0.00% | Reduce -0.6% | 163 | $16K |
| RMG Wealth Management LLC | 0.00% | — | 150 | $15K |
| PMV Capital Advisers, LLC | 0.03% | New | 140 | $14K |
| Park Place Capital Corp | 0.00% | No change | 141 | $14K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.6% | 137 | $14K |
| Accordant Advisory Group Inc | 0.01% | No change | 137 | $14K |
| Winnacle Wealth LLC | 0.01% | Add +1857.1% | 137 | $14K |
| MV Capital Management, Inc. | 0.00% | Add +11.0% | 131 | $13K |
| Bellwether Advisors, LLC | 0.00% | No change | 128 | $13K |
| Tidemark, LLC | 0.00% | No change | 125 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 123 | $13K |
| SouthState Bank Corp | 0.00% | Reduce -6.2% | 121 | $12K |
| Manchester Capital Management LLC | 0.00% | Add +1.7% | 118 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 109 | $11K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +163.4% | 108 | $11K |
| LRI Investments, LLC | 0.00% | No change | 106 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +4.0% | 104 | $11K |
| Chung Wu Investment Group, LLC | 0.01% | New | 100 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +78.6% | 100 | $10K |
| Red Tortoise LLC | 0.00% | No change | 94 | $10K |
| Rossby Financial, LCC | 0.00% | New | 90 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 90 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 85 | $9K |
| S&T Bank | 0.00% | No change | 75 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Add +270.0% | 74 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -2.9% | 67 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +103.1% | 65 | $7K |
| Grove Bank & Trust | 0.00% | Add +82.9% | 64 | $7K |
| Howard Hughes Medical Institute | 0.00% | New | 63 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 58 | $6K |
| Innovative Advisory Group, LLC | 0.00% | No change | 50 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 49 | $5K |
| High Note Wealth, LLC | 0.00% | Reduce -17.5% | 47 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 46 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +92.0% | 48 | $5K |
| Copia Wealth Management | 0.00% | No change | 42 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Add +442.9% | 38 | $4K |
| Sierra Ocean, LLC | 0.00% | No change | 38 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +117.7% | 37 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| WealthTrak Capital Management LLC | 0.00% | Add +20.0% | 30 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 27 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 29 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | Add +60.0% | 24 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +37.5% | 22 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 22 | $2K |
| Tobam | 0.00% | No change | 19 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 25 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 19 | $2K |
| Activest Wealth Management | 0.00% | Reduce -48.5% | 17 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Add +240.0% | 17 | $2K |
| Clark Wealth Partners | 0.00% | No change | 15 | $2K |
| Kilter Group LLC | 0.00% | New | 15 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $1K |
| Essential Partners LLC | 0.00% | — | 13 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 12 | $1K |
| Hughes Financial Services, LLC | 0.00% | Reduce -48.0% | 13 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 11 | $1K |
| Quaker Wealth Management, LLC | 0.00% | — | 10 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -56.5% | 10 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -9.1% | 10 | $1K |
| Colonial Trust Co / SC | 0.00% | Add +125.0% | 9 | $923 |
| American Capital Advisory, LLC | 0.00% | Add +14.3% | 8 | $821 |
| Stephens Consulting, LLC | 0.00% | New | 8 | $821 |
| TFC Financial Management, Inc. | 0.00% | Add +16.7% | 7 | $718 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $513 |
| LGT Financial Advisors LLC | 0.00% | New | 3 | $308 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 3 | $308 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $200 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $103 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.