Iron MountainIRM
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,016 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings, down 28 from Q2 2025. 67 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($4.8B), BlackRock, Inc. ($3.2B) and State Street Corp. ($1.8B). 8 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q3 2025)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $150.1M |
| Exits | 87 | $227.6M |
All 13F filers, Q2 2025 → Q3 2025: 15,792,936 shares bought and 10,298,045 shares sold, net +5,494,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,016 holders
| Vanguard Group Inc. | 0.07% | Add +0.4% | 47,253,100 | $4.8B |
| BlackRock, Inc. | 0.06% | Add +1.4% | 31,709,064 | $3.2B |
| State Street Corp. | 0.06% | Add +1.9% | 17,131,787 | $1.8B |
| Cohen & Steers, Inc. | 2.90% | Add +14.4% | 15,748,682 | $1.6B |
| Geode Capital Management, LLC | 0.05% | Add +1.3% | 8,190,580 | $831.7M |
| FMR LLC | 0.04% | Add +17.3% | 7,858,092 | $801.1M |
| Invesco Ltd. | 0.08% | Add +18.1% | 5,066,516 | $516.5M |
| Dimensional Fund Advisors LP | 0.10% | Add +1.3% | 4,348,039 | $443.2M |
| Northern Trust Corp. | 0.05% | Reduce -0.9% | 4,031,566 | $411.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +1.3% | 3,674,245 | $374.6M |
| Morgan Stanley | 0.02% | Add +3.0% | 3,611,399 | $368.1M |
| Legal & General Group Plc | 0.07% | Reduce -2.1% | 3,215,455 | $327.8M |
| Contour Asset Management LLC | 8.09% | Add +35.6% | 3,165,830 | $322.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +597.9% | 3,161,589 | $322.3M |
| Daiwa Securities Group Inc. | 1.09% | Add +6.6% | 3,151,088 | $321.2M |
| Deutsche Bank AG | 0.10% | Reduce -15.7% | 2,890,451 | $294.7M |
| Principal Financial Group Inc. | 0.13% | Reduce -2.2% | 2,527,158 | $257.6M |
| Centersquare Investment Management LLC | 2.58% | Add +23.8% | 2,514,464 | $256.3M |
| Pictet Asset Management Holding SA | 0.24% | Reduce -0.5% | 2,464,168 | $251.1M |
| Royal Bank of Canada | 0.04% | Add +12.5% | 2,298,983 | $234.4M |
| Nuveen, LLC | 0.06% | Add +4.3% | 2,142,505 | $218.4M |
| Capital World Investors | 0.03% | No change | 2,117,169 | $215.8M |
| Prudential Financial Inc. | 0.26% | Add +8.6% | 2,113,617 | $215.5M |
| JPMorgan Chase & Co. | 0.01% | Add +4.2% | 2,056,448 | $209.6M |
| Russell Investments Group, Ltd. | 0.20% | Reduce -6.4% | 1,706,435 | $173.9M |
| Ameriprise Financial Inc. | 0.04% | Add +0.0% | 1,706,032 | $173.8M |
| PGGM Investments | 2.78% | Add +7.6% | 1,684,781 | $171.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.6% | 1,666,560 | $169.9M |
| Duff & Phelps Investment Management Co. | 1.90% | Add +11.5% | 1,642,074 | $167.4M |
| UBS Group AG | 0.03% | Reduce -20.2% | 1,436,301 | $146.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -28.0% | 1,354,097 | $138.0M |
| Point72 Asset Management | 0.31% | Add +27.8% | 1,296,531 | $132.2M |
| CBRE Investment Management Listed Real Assets LLC | 1.85% | Add +18.3% | 1,269,467 | $129.4M |
| Bank of America Corp. | 0.01% | Reduce -1.7% | 1,227,950 | $125.2M |
| Amundi | 0.04% | Reduce -32.2% | 1,085,307 | $115.4M |
| DekaBank Deutsche Girozentrale | 0.19% | No change | 1,122,500 | $112.3M |
| Vontobel Holding Ltd. | 0.35% | New | 1,078,487 | $109.9M |
| HSBC Holdings PLC | 0.06% | Add +21.3% | 951,576 | $96.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +1.1% | 934,752 | $95.3M |
| Sei Investments Co. | 0.10% | Reduce -1.4% | 872,870 | $89.0M |
| Swiss National Bank | 0.05% | Reduce -4.3% | 850,561 | $86.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +4.7% | 802,312 | $81.8M |
| Captrust Financial Advisors | 0.16% | Reduce -0.1% | 768,266 | $78.3M |
| Barclays PLC | 0.03% | Add +36.1% | 739,890 | $75.4M |
| CIBC Private Wealth Group LLC | 0.13% | Reduce -1.7% | 721,087 | $73.5M |
| LPL Financial LLC | 0.02% | Add +5.3% | 709,400 | $72.3M |
| Welch & Forbes LLC | 0.81% | Reduce -1.5% | 658,992 | $67.2M |
| Epoch Investment Partners, Inc. | 0.36% | Reduce -4.8% | 650,757 | $66.3M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 637,840 | $65.0M |
| Rhumbline Advisers | 0.05% | Reduce -3.8% | 596,637 | $60.8M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -5.0% | 595,595 | $60.7M |
| APG Asset Management US Inc. | 0.44% | No change | 582,174 | $59.5M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.9% | 555,994 | $56.7M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Reduce -1.2% | 553,420 | $56.4M |
| American Century Companies Inc. | 0.03% | Reduce -25.9% | 552,049 | $56.3M |
| Asset Management One Co., Ltd. | 0.16% | Reduce -0.8% | 551,714 | $56.2M |
| Nomura Asset Management Co. Ltd. | 0.14% | Add +2.2% | 529,048 | $53.9M |
| BNP Paribas Financial Markets | 0.04% | Add +23.4% | 526,270 | $53.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.05% | Add +36.3% | 515,006 | $52.5M |
| California Public Employees Retirement System | 0.03% | Add +4.0% | 513,415 | $52.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.09% | Add +4.1% | 497,720 | $50.7M |
| National Pension Service | 0.04% | Add +4.1% | 495,480 | $50.5M |
| Millennium Management | 0.04% | Reduce -15.7% | 485,417 | $49.5M |
| Border to Coast Pensions Partnership Ltd | 0.85% | No change | 480,000 | $48.9M |
| Heitman Real Estate Securities LLC | 3.30% | Add +2.3% | 474,368 | $48.4M |
| AQR Capital Management | 0.03% | Add +331.5% | 457,472 | $46.4M |
| California State Teachers Retirement System | 0.05% | Reduce -2.6% | 440,557 | $44.9M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +1.7% | 445,064 | $44.7M |
| Baron Capital (BAMCO) | 0.12% | Add +306.3% | 436,831 | $44.5M |
| Citigroup Inc. | 0.03% | Add +105.3% | 419,723 | $42.8M |
| Neuberger Berman Group LLC | 0.03% | Add +14.2% | 416,248 | $42.4M |
| Rockefeller Capital Management L.P. | 0.08% | Add +7.5% | 407,455 | $41.6M |
| Bank of Montreal | 0.02% | Add +8.7% | 398,180 | $40.6M |
| Adelante Capital Management LLC | 2.63% | Reduce -4.2% | 386,285 | $39.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.2% | 380,348 | $38.8M |
| Aberdeen Group plc | 0.06% | Add +12.7% | 382,634 | $38.4M |
| Adell Harriman & Carpenter Inc. | 2.02% | Add +0.6% | 326,315 | $33.3M |
| Marble Harbor Investment Counsel, LLC | 3.47% | Reduce -1.1% | 325,260 | $33.2M |
| Blair William & Co. | 0.09% | Add +1.4% | 318,410 | $32.5M |
| Aew Capital Management L P | 1.79% | Reduce -49.1% | 315,257 | $32.1M |
| KBC Group NV | 0.07% | Add +345.3% | 292,478 | $29.8M |
| Gillson Capital LP | 2.54% | Reduce -22.3% | 286,900 | $29.2M |
| Macquarie Group Ltd. | 0.03% | Reduce -0.8% | 286,584 | $29.2M |
| Swedbank AB | 0.03% | Reduce -9.6% | 284,858 | $29.0M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -8.5% | 270,757 | $27.6M |
| STRS Ohio | 0.10% | Add +14.7% | 257,515 | $26.3M |
| Cetera Investment Advisers | 0.03% | Add +50.1% | 254,352 | $25.9M |
| Regions Financial Corp. | 0.17% | Add +1.4% | 251,781 | $25.7M |
| Wellington Management Group LLP | 0.00% | Reduce -83.3% | 248,892 | $25.4M |
| Aviva PLC | 0.04% | Add +6.2% | 242,449 | $24.7M |
| Pacer Advisors, Inc. | 0.06% | Add +5.0% | 231,235 | $23.6M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.1% | 230,939 | $23.5M |
| Worldquant Millennium Advisors LLC | 0.10% | Reduce -13.9% | 230,912 | $23.5M |
| New York State Teachers Retirement System | 0.05% | Reduce -0.0% | 227,870 | $23.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.9% | 222,934 | $22.7M |
| Stifel Financial Corp. | 0.02% | Add +1.4% | 218,137 | $22.2M |
| Andra AP-fonden | 0.28% | Reduce -12.3% | 215,700 | $22.0M |
| Canada Pension Plan Investment Board | 0.02% | Add +94.8% | 210,283 | $21.4M |
| Brookstone Capital Management | 0.25% | Add +40.1% | 207,443 | $21.1M |
| National Bank of Canada | 0.02% | Reduce -10.4% | 203,663 | $20.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +2.3% | 203,402 | $20.7M |
| Moran Wealth Management, LLC | 0.62% | Reduce -0.7% | 202,788 | $20.7M |
| Corient Private Wealth LP | 0.03% | Reduce -8.1% | 202,524 | $20.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.4% | 201,212 | $20.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -12.6% | 182,074 | $18.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -3.0% | 180,438 | $18.4M |
| Resona Asset Management Co.,Ltd. | 0.09% | Add +7.3% | 179,352 | $18.1M |
| Toronto Dominion Bank | 0.04% | Reduce -0.9% | 177,007 | $18.0M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -3.1% | 176,983 | $18.0M |
| TD Asset Management Inc | 0.01% | Reduce -2.0% | 176,330 | $18.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -13.7% | 175,828 | $17.9M |
| State of Alaska, Department of Revenue | 0.18% | Reduce -0.8% | 175,294 | $17.9M |
| State of Wisconsin Investment Board | 0.04% | Reduce -3.2% | 174,846 | $17.8M |
| Allworth Financial LP | 0.08% | Add +0.4% | 173,168 | $17.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -3.8% | 172,952 | $17.6M |
| Cibc World Market Inc. | 0.04% | Add +27.2% | 172,450 | $17.6M |
| United Bank | 2.04% | Reduce -7.5% | 167,520 | $17.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | Reduce -0.1% | 167,173 | $17.0M |
| Franklin Resources Inc. | 0.00% | Add +9.4% | 163,418 | $16.7M |
| Handelsbanken Fonder AB | 0.05% | Add +1.1% | 162,038 | $16.5M |
| Storebrand Asset Management As | 0.04% | Add +0.7% | 152,667 | $15.6M |
| Nippon Life Global Investors Americas, Inc. | 0.66% | Add +2.3% | 151,450 | $15.5M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -3.3% | 150,731 | $15.4M |
| First Trust Advisors LP | 0.01% | Add +159.7% | 149,839 | $15.3M |
| Intrinsic Edge Capital Management LLC | 2.31% | Reduce -19.2% | 149,371 | $15.2M |
| Danske Bank A/S | 0.04% | Add +2.7% | 149,162 | $15.2M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -61.6% | 148,929 | $15.2M |
| Tectonic Advisors LLC | 0.83% | Add +15.6% | 148,375 | $15.1M |
| Osaic Holdings, Inc. | 0.02% | Add +29.8% | 154,617 | $15.1M |
| Federated Hermes, Inc. | 0.03% | Reduce -9.9% | 146,766 | $15.0M |
| Dana Investment Advisors, Inc. | 0.43% | Reduce -2.5% | 145,541 | $14.8M |
| LBP Am SA | 0.18% | Add +26.9% | 145,305 | $14.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -75.3% | 144,039 | $14.7M |
| Royal London Asset Management Ltd. | 0.03% | Add +0.4% | 143,849 | $14.7M |
| APG Asset Management N.V. | 0.04% | No change | 164,400 | $14.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.8% | 139,491 | $14.2M |
| TCV Trust & Wealth Management, Inc. | 1.19% | Reduce -0.7% | 139,464 | $14.2M |
| Sargent Investment Group, LLC | 2.00% | Add +0.5% | 137,404 | $14.0M |
| Credit Agricole S A | 0.05% | — | 134,795 | $13.7M |
| Vert Asset Management LLC | 4.61% | Add +3.9% | 134,581 | $13.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.09% | Add +8.4% | 132,600 | $13.5M |
| Sanctuary Advisors, LLC | 0.08% | Add +1.1% | 132,386 | $13.5M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -3.8% | 131,904 | $13.4M |
| Ar Asset Management Inc. | 2.84% | No change | 130,600 | $13.3M |
| Focus Partners Wealth | 0.02% | Add +1.4% | 129,596 | $13.2M |
| Nisa Investment Advisors, LLC | 0.05% | Add +47.6% | 125,142 | $12.9M |
| Mutual Advisors, LLC | 0.28% | Reduce -7.4% | 122,636 | $12.7M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -41.3% | 122,587 | $12.5M |
| Quantinno Capital Management LP | 0.03% | Add +36.0% | 120,359 | $12.3M |
| Creative Planning | 0.01% | Add +3.9% | 119,053 | $12.1M |
| Capital Fund Management S.A. | 0.12% | Reduce -24.4% | 118,570 | $12.1M |
| CIBC Bancorp USA Inc. | 0.07% | — | 118,362 | $12.1M |
| UniSuper Management Pty Ltd | 0.07% | Add +5.2% | 118,059 | $12.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -5.0% | 118,028 | $12.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +8.0% | 115,886 | $11.8M |
| Waterfront Capital Partners, LLC | 7.69% | Reduce -45.2% | 115,286 | $11.8M |
| AXA Investment Managers S.A. | 0.03% | — | 113,347 | $11.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -0.3% | 111,781 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.0% | 106,744 | $10.9M |
| Susquehanna Portfolio Strategies, LLC | 0.17% | Reduce -49.9% | 105,141 | $10.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.27% | Add +17.2% | 103,960 | $10.6M |
| KLP Kapitalforvaltning As | 0.04% | No change | 103,016 | $10.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +15.8% | 103,009 | $10.5M |
| B&I Capital AG | 3.63% | Add +30.9% | 102,970 | $10.5M |
| IFM Investors Pty Ltd | 0.09% | Add +0.5% | 103,586 | $10.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.08% | Add +3.5% | 100,378 | $10.2M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +3.4% | 100,341 | $10.2M |
| Sora Investors LLC | 0.95% | Add +4.5% | 100,319 | $10.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Add +10.2% | 99,462 | $10.1M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -78.8% | 98,229 | $10.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -5.0% | 94,056 | $9.6M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -1.0% | 91,656 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.9% | 91,549 | $9.3M |
| Arizona State Retirement System | 0.05% | Add +1.6% | 87,256 | $8.9M |
| Sonora Investment Management Group, LLC | 0.63% | Reduce -2.5% | 87,250 | $8.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +6.2% | 86,699 | $8.8M |
| Thompson Siegel & Walmsley LLC | 0.14% | Add +30.5% | 86,400 | $8.8M |
| Summit Partners Public Asset Management, LLC | 0.28% | New | 85,000 | $8.7M |
| Chicago Capital, LLC | 0.21% | Reduce -13.9% | 84,016 | $8.6M |
| Gotham Asset Management | 0.04% | Reduce -11.5% | 83,924 | $8.6M |
| NEOS Investment Management LLC | 0.06% | Add +112.2% | 82,878 | $8.4M |
| Bank of Nova Scotia | 0.02% | Add +96.4% | 82,873 | $8.4M |
| Foresight Capital Management Advisors, Inc. | 4.71% | Reduce -5.4% | 82,051 | $8.4M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.4% | 81,512 | $8.3M |
| TCW Group Inc. | 0.07% | New | 81,023 | $8.3M |
| Varma Mutual Pension Insurance Co | 0.05% | Add +8.6% | 80,938 | $8.3M |
| Nissay Asset Management Corp. /Japan | 0.05% | Reduce -0.2% | 80,683 | $8.2M |
| Hudson Bay Capital Management LP | 0.06% | Add +1220.5% | 80,657 | $8.2M |
| State of Michigan Retirement System | 0.04% | Reduce -0.5% | 79,846 | $8.1M |
| Prudential PLC | 0.06% | Add +42.9% | 77,572 | $7.9M |
| Salem Investment Counselors Inc. | 0.23% | Add +0.0% | 77,236 | $7.9M |
| Czech National Bank | 0.05% | Add +4.0% | 75,013 | $7.6M |
| Wealthfront Advisers LLC | 0.02% | Reduce -2.3% | 74,201 | $7.6M |
| ASR Vermogensbeheer N.V. | 0.09% | Reduce -0.7% | 73,176 | $7.5M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -38.8% | 72,235 | $7.4M |
| Van Eck Associates Corp. | 0.01% | Add +10.8% | 72,147 | $7.4M |
| New Age Alpha Advisors, LLC | 0.31% | Reduce -7.3% | 72,143 | $7.4M |
| Forsta Ap-Fonden | 0.04% | Reduce -22.1% | 70,900 | $7.2M |
| Squarepoint Ops LLC | 0.02% | Add +786.4% | 70,329 | $7.2M |
| Azimuth Capital Investment Management LLC | 0.25% | Add +1.0% | 69,326 | $7.1M |
| Nordea Investment Management AB | 0.01% | Add +7.1% | 68,437 | $6.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.9% | 67,516 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -45.7% | 67,243 | $6.9M |
| MML Investors Services, LLC | 0.02% | Reduce -15.1% | 66,907 | $6.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Reduce -9.4% | 66,559 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 65,054 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.9% | 64,388 | $6.6M |
| Public Sector Pension Investment Board | 0.02% | Add +5.0% | 63,680 | $6.5M |
| QRG Capital Management, Inc. | 0.08% | Reduce -54.3% | 63,474 | $6.5M |
| Woodstock Corp. | 0.56% | Add +13.9% | 63,057 | $6.4M |
| Lighthouse Investment Partners, LLC | 0.23% | Add +25.5% | 63,000 | $6.4M |
| Voya Investment Management LLC | 0.01% | Reduce -23.3% | 62,625 | $6.4M |
| Acadian Asset Management LLC | 0.01% | Add +3006.8% | 62,416 | $6.4M |
| ProShare Advisors LLC | 0.01% | Add +1.6% | 61,866 | $6.3M |
| Citadel Advisors | 0.01% | Reduce -56.2% | 61,291 | $6.2M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -39.4% | 60,669 | $6.2M |
| Advisors Asset Management, Inc. | 0.10% | Reduce -5.6% | 59,972 | $6.1M |
| USS Investment Management Ltd | 0.03% | No change | 59,840 | $6.1M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +6.2% | 59,573 | $6.1M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Add +1.5% | 59,217 | $6.0M |
| Candriam S.C.A. | 0.03% | Reduce -17.6% | 59,106 | $6.0M |
| M&T Bank Corp | 0.02% | Reduce -31.8% | 58,861 | $6.0M |
| DNB Asset Management AS | 0.02% | Add +5.5% | 56,983 | $5.8M |
| Amalgamated Bank | 0.04% | Reduce -1.7% | 56,098 | $5.7M |
| Swiss Life Asset Management Ltd | 0.03% | Add +18.9% | 55,408 | $5.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -6.9% | 54,913 | $5.6M |
| Raiffeisen Bank International AG | 0.07% | Add +18.0% | 54,667 | $5.5M |
| Korea Investment CORP | 0.01% | Reduce -80.6% | 53,549 | $5.5M |
| Nia Impact Advisors, LLC | 1.76% | Add +1.3% | 53,167 | $5.4M |
| Werlinich Asset Management, LLC | 2.62% | No change | 51,812 | $5.3M |
| First National Trust Co | 0.18% | Reduce -6.3% | 51,239 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.5% | 49,019 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +13.2% | 50,782 | $5.2M |
| Vestcor Inc | 0.15% | Add +47.8% | 50,559 | $5.2M |
| Burney Co./ | 0.16% | Reduce -25.8% | 49,603 | $5.1M |
| Ethic Inc. | 0.08% | Reduce -9.2% | 48,712 | $5.0M |
| Utah Retirement Systems | 0.05% | Add +0.9% | 48,479 | $4.9M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +6.5% | 47,234 | $4.8M |
| Mariner, LLC | 0.01% | Add +2.9% | 46,954 | $4.8M |
| RB Capital Management, LLC | 1.04% | Add +2.5% | 46,739 | $4.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.2% | 46,638 | $4.8M |
| Xponance LLC | 0.04% | Add +0.0% | 46,184 | $4.7M |
| Yousif Capital Management, LLC | 0.05% | Reduce -6.2% | 45,857 | $4.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -3.1% | 45,184 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +6.3% | 44,918 | $4.6M |
| Moors & Cabot, Inc. | 0.20% | Reduce -12.1% | 44,209 | $4.5M |
| Allianz Asset Management GmbH | 0.01% | Reduce -4.2% | 43,274 | $4.4M |
| New York Life Investment Management LLC | 0.04% | Reduce -2.4% | 43,174 | $4.4M |
| CIBC Asset Management Inc | 0.01% | Add +4.3% | 42,791 | $4.4M |
| Lee Danner & Bass Inc. | 0.32% | Add +2.1% | 42,583 | $4.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -8.3% | 42,401 | $4.3M |
| WealthTrust Axiom LLC | 1.16% | Reduce -0.7% | 42,358 | $4.3M |
| Vectors Research Management, LLC | 1.34% | Add +1.9% | 41,587 | $4.2M |
| Holderness Investments Co. | 0.86% | Reduce -1.0% | 41,416 | $4.2M |
| Natixis | 0.02% | Add +231.1% | 40,921 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.1% | 40,349 | $4.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.2% | 39,714 | $4.0M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +2.8% | 39,040 | $4.0M |
| Trinity Legacy Partners, LLC | 0.92% | Add +0.6% | 38,688 | $4.0M |
| Siemens Fonds Invest GmbH | 0.22% | Add +21.9% | 38,958 | $4.0M |
| Woodline Partners LP | 0.02% | Add +22.4% | 38,958 | $4.0M |
| Spirit of America Management Corp. | 0.80% | Reduce -9.9% | 38,950 | $4.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -81.6% | 38,654 | $3.9M |
| Teacher Retirement System of Texas | 0.02% | Reduce -13.4% | 38,638 | $3.9M |
| Pensionfund PDN | 2.54% | No change | 38,500 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +8.2% | 38,187 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -30.8% | 37,444 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +1.6% | 37,104 | $3.8M |
| Ranch Capital Advisors Inc. | 1.46% | Add +4.3% | 36,746 | $3.8M |
| American Trust Investment Advisors, LLC | 1.91% | Reduce -33.0% | 36,330 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.4% | 35,262 | $3.6M |
| Intact Investment Management Inc. | 0.11% | New | 35,200 | $3.6M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +0.0% | 34,228 | $3.5M |
| Waverly Advisors, LLC | 0.03% | Add +11.6% | 33,989 | $3.5M |
| Hourglass Capital, LLC | 0.78% | Reduce -0.6% | 33,860 | $3.5M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +32.7% | 33,789 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +54.8% | 33,596 | $3.4M |
| Venture Visionary Partners LLC | 0.12% | Add +0.6% | 33,180 | $3.4M |
| OP Asset Management Ltd | 0.04% | Add +6.0% | 32,634 | $3.3M |
| Banque Cantonale Vaudoise | 0.12% | Reduce -7.7% | 32,564 | $3.3M |
| Smithfield Trust Co | 0.15% | Reduce -0.4% | 32,427 | $3.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.4% | 32,014 | $3.3M |
| One Capital Management, LLC | 0.10% | Reduce -2.8% | 31,657 | $3.2M |
| Tredje AP-fonden | 0.03% | Add +35.7% | 31,287 | $3.2M |
| Norinchukin Bank, The | 0.04% | Add +1.6% | 31,092 | $3.2M |
| Mackenzie Financial Corp. | 0.00% | Add +3.3% | 30,798 | $3.1M |
| Courier Capital LLC | 0.18% | Reduce -0.8% | 30,671 | $3.1M |
| Fieldview Capital Management, LLC | 0.51% | New | 30,331 | $3.1M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +11.9% | 30,150 | $3.1M |
| Dumont & Blake Investment Advisors LLC | 0.74% | Reduce -1.1% | 29,896 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +1.1% | 29,870 | $3.0M |
| Knights of Columbus Asset Advisors LLC | 0.17% | Reduce -55.3% | 29,802 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 29,635 | $3.0M |
| Sage Capital Management, LLC | 1.34% | Add +0.4% | 29,205 | $3.0M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -2.2% | 28,336 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -14.0% | 28,072 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.4% | 27,941 | $2.8M |
| Verition Fund Management LLC | 0.02% | Add +18.9% | 27,900 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -10.7% | 27,117 | $2.8M |
| Independent Advisor Alliance | 0.07% | Reduce -1.6% | 26,706 | $2.7M |
| US Bancorp \de | 0.00% | Add +1.6% | 26,210 | $2.7M |
| Aurora Investment Counsel | 1.40% | Add +0.9% | 26,177 | $2.7M |
| Shelton Capital Management | 0.06% | No change | 25,663 | $2.6M |
| American Assets Capital Advisers, LLC | 2.63% | Add +6.4% | 24,433 | $2.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.84% | Reduce -18.8% | 24,385 | $2.5M |
| CoreFirst Bank & Trust | 1.33% | Reduce -3.0% | 24,079 | $2.5M |
| Nepsis Inc. | 0.77% | Reduce -25.2% | 23,942 | $2.4M |
| PFG Investments, LLC | 0.13% | Add +1.3% | 23,916 | $2.4M |
| Wolverine Asset Management LLC | 0.17% | Reduce -3.8% | 23,832 | $2.4M |
| Sippican Capital Advisors | 1.59% | Reduce -0.8% | 23,532 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Reduce -0.9% | 23,419 | $2.4M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -0.7% | 23,227 | $2.4M |
| Naviter Wealth, LLC | 0.28% | Add +3.0% | 23,005 | $2.4M |
| F/m Investments LLC | 0.09% | Reduce -2.1% | 23,106 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -1.0% | 23,047 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 22,954 | $2.3M |
| Avanza Fonder AB | 0.06% | Add +34.1% | 22,699 | $2.3M |
| Ancora Advisors LLC | 0.05% | Reduce -1.7% | 22,454 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +17.8% | 22,448 | $2.3M |
| Tema ETFs LLC | 0.19% | New | 22,395 | $2.3M |
| &partners | 0.01% | Add +36.2% | 22,242 | $2.3M |
| Agf Management Ltd. | 0.01% | Add +178.0% | 22,185 | $2.3M |
| Fifth Third Bancorp | 0.01% | Add +5.1% | 22,162 | $2.3M |
| Erste Asset Management GmbH | 0.02% | Reduce -27.4% | 22,381 | $2.2M |
| Verdence Capital Advisors LLC | 0.13% | Add +208.7% | 20,732 | $2.2M |
| KCM Investment Advisors LLC | 0.07% | No change | 21,327 | $2.2M |
| Fiduciary Trust Co | 0.02% | Reduce -5.5% | 21,323 | $2.2M |
| Heritage Trust Co | 0.23% | Reduce -0.1% | 21,154 | $2.2M |
| Polar Asset Management Partners Inc. | 0.06% | Reduce -64.9% | 20,919 | $2.1M |
| Gables Capital Management Inc. | 0.91% | Reduce -3.5% | 20,792 | $2.1M |
| Praxis Investment Management Inc. | 0.13% | Add +16.4% | 20,717 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +11.0% | 20,501 | $2.1M |
| Cascade Investment Group, Inc. | 1.38% | Reduce -2.0% | 20,486 | $2.1M |
| Inspire Trust Co, N.A. | 0.37% | Add +17.6% | 20,000 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Add +0.6% | 19,930 | $2.0M |
| Corrado Advisors, LLC | 1.08% | Add +38.3% | 19,746 | $2.0M |
| MASTERINVEST Kapitalanlage GmbH | 0.20% | Add +6.9% | 19,717 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Reduce -4.6% | 19,520 | $2.0M |
| Mizuho Securities USA LLC | 0.04% | Add +5.5% | 21,511 | $2.0M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -40.1% | 19,455 | $2.0M |
| Zacks Investment Management | 0.02% | Add +0.7% | 19,412 | $2.0M |
| Kentucky Trust Co | 1.06% | Reduce -4.0% | 19,270 | $2.0M |
| Moody National Bank Trust Division | 0.16% | Reduce -25.5% | 18,942 | $1.9M |
| RFG Advisory, LLC | 0.04% | Reduce -5.5% | 18,761 | $1.9M |
| Flputnam Investment Management Co. | 0.03% | Add +3.7% | 18,746 | $1.9M |
| Westpac Banking Corp. | 0.12% | No change | 18,456 | $1.9M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.3% | 18,420 | $1.9M |
| DoubleLine ETF Adviser LP | 0.56% | Add +5.6% | 18,383 | $1.9M |
| Rakuten Investment Management, Inc. | 0.01% | — | 30,578 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Reduce -8.7% | 18,140 | $1.8M |
| Pensionfund Sabic | 0.50% | Reduce -6.2% | 18,100 | $1.8M |
| Madison Asset Management, LLC | 0.02% | Reduce -3.1% | 17,960 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +7.1% | 18,075 | $1.8M |
| Trust Investment Advisors | 0.99% | Add +1.4% | 17,328 | $1.8M |
| ING Groep NV | 0.01% | Reduce -24.6% | 17,304 | $1.8M |
| Hartford Investment Management Co. | 0.05% | Reduce -2.5% | 17,300 | $1.8M |
| Edgestream Partners, L.P. | 0.05% | Reduce -86.8% | 17,300 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +19.7% | 16,777 | $1.7M |
| AG2R La Mondiale Gestion D'actifs | 0.09% | No change | 16,338 | $1.7M |
| HighPoint Advisor Group LLC | 0.08% | Add +4.4% | 16,423 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | Reduce -3.9% | 16,290 | $1.7M |
| Claro Advisors Inc. | 0.24% | Reduce -0.6% | 16,213 | $1.7M |
| King Luther Capital Management Corp. | 0.01% | Reduce -2.6% | 16,210 | $1.7M |
| Commerce Bank | 0.01% | Reduce -11.1% | 16,191 | $1.7M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -8.8% | 15,693 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +23.0% | 15,843 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.6% | 15,500 | $1.6M |
| One Charles Private Wealth Services, LLC | 0.41% | Add +0.1% | 15,366 | $1.6M |
| Highline Wealth Partners LLC | 0.42% | Reduce -8.5% | 15,199 | $1.5M |
| Brookfield Corp | 0.00% | Add +6.5% | 15,115 | $1.5M |
| Creekmur Asset Management LLC | 0.26% | Reduce -3.5% | 15,097 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -77.2% | 15,019 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | No change | 14,889 | $1.5M |
| Nomura Holdings Inc. | 0.01% | New | 14,952 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +135.0% | 14,765 | $1.5M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 14,725 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -1.5% | 14,690 | $1.5M |
| IMC-Chicago, LLC | 0.03% | New | 14,611 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.08% | Add +2.5% | 14,569 | $1.5M |
| DRW Securities, LLC | 0.08% | Add +76.6% | 14,414 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -89.3% | 14,437 | $1.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +1.5% | 14,429 | $1.5M |
| Metis Global Partners, LLC | 0.03% | Add +0.3% | 14,370 | $1.5M |
| Community Bank of Raymore | 1.01% | Add +7.1% | 14,291 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | No change | 14,259 | $1.5M |
| Securian Asset Management, Inc. | 0.04% | Reduce -7.6% | 14,197 | $1.4M |
| Spire Wealth Management | 0.05% | Add +3.8% | 13,996 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -5.7% | 13,984 | $1.4M |
| Reik & Co., LLC | 0.37% | No change | 13,980 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -1.8% | 13,838 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Add +93.4% | 13,909 | $1.4M |
| Beacon Financial Advisory LLC | 0.33% | Reduce -3.0% | 13,836 | $1.4M |
| Royal Fund Management, LLC | 0.17% | Reduce -5.9% | 13,695 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +3.9% | 13,566 | $1.4M |
| Comprehensive Money Management Services LLC | 0.98% | Reduce -7.9% | 13,560 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Reduce -80.0% | 13,369 | $1.4M |
| Crescent Grove Advisors, LLC | 0.13% | No change | 13,255 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -2.9% | 13,340 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +31.6% | 13,186 | $1.3M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 13,089 | $1.3M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -85.2% | 13,038 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +2.5% | 12,998 | $1.3M |
| Schroder Investment Management Group | 0.00% | Reduce -5.3% | 13,079 | $1.3M |
| Roman Butler Fullerton & Co. | 0.35% | Add +0.2% | 12,850 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.2% | 12,725 | $1.3M |
| Inceptionr LLC | 0.31% | Reduce -19.4% | 12,725 | $1.3M |
| E. Ohman J:or Asset Management AB | 0.03% | No change | 12,703 | $1.3M |
| HM Payson & Co. | 0.02% | No change | 12,526 | $1.3M |
| Arista Wealth Management, LLC | 0.16% | No change | 12,301 | $1.3M |
| Oddo BHF Asset Management Sas | 0.05% | Reduce -55.5% | 12,276 | $1.3M |
| Man Group plc | 0.00% | Reduce -78.0% | 12,151 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +4.2% | 12,149 | $1.2M |
| Widmann Financial Services, Inc. | 0.78% | Reduce -0.7% | 12,110 | $1.2M |
| Segall Bryant & Hamill, LLC | 0.02% | No change | 12,009 | $1.2M |
| Oak Thistle LLC | 0.19% | Add +85.3% | 11,980 | $1.2M |
| Kintegral Advisory, LLC | 0.10% | Reduce -0.5% | 11,843 | $1.2M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +11.6% | 11,856 | $1.2M |
| NewSquare Capital LLC | 0.08% | Add +4867.6% | 11,823 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -3.4% | 11,777 | $1.2M |
| HUB Investment Partners, LLC | 0.04% | Add +1.7% | 11,765 | $1.2M |
| Kessler Investment Group, LLC | 0.51% | Add +0.3% | 11,762 | $1.2M |
| Cwm, LLC | 0.00% | Add +39.5% | 11,739 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | Add +1.6% | 11,724 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Add +4.0% | 11,884 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.14% | Reduce -10.5% | 11,712 | $1.2M |
| Summit Financial, LLC | 0.02% | Reduce -1.4% | 11,711 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.7% | 11,692 | $1.2M |
| Delta Capital Management LLC | 0.62% | No change | 11,610 | $1.2M |
| Abbot Financial Management, Inc. | 0.50% | Add +5.8% | 11,552 | $1.2M |
| Truvestments Capital LLC | 0.21% | Reduce -18.8% | 11,498 | $1.2M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -0.1% | 11,476 | $1.2M |
| Burling Wealth Partners, LLC | 0.19% | Reduce -10.5% | 11,392 | $1.2M |
| Retirement Planning Co of New England, Inc. | 0.47% | Reduce -0.8% | 11,366 | $1.2M |
| CX Institutional | 0.03% | Add +544.5% | 11,246 | $1.1M |
| World Investment Advisors | 0.02% | Add +33.1% | 11,194 | $1.1M |
| LDR Capital Management LLC | 3.08% | New | 11,073 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -12.2% | 11,069 | $1.1M |
| Glenview Trust Co | 0.02% | Reduce -0.1% | 11,000 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | Add +27.2% | 10,938 | $1.1M |
| Allstate Corp. | 0.03% | New | 10,935 | $1.1M |
| Coppell Advisory Solutions LLC | 0.12% | Reduce -15.7% | 11,010 | $1.1M |
| Ingalls & Snyder LLC | 0.04% | No change | 10,755 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -3.5% | 10,694 | $1.1M |
| Wellington Shields & Co., LLC | 0.28% | No change | 10,643 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +2.9% | 10,565 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -4.9% | 10,542 | $1.1M |
| Guardian Asset Advisors, LLC | 0.58% | Reduce -6.6% | 10,518 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -23.8% | 10,510 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 10,475 | $1.1M |
| Prana Capital Management, LP | 0.04% | Reduce -34.7% | 10,360 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.3% | 10,330 | $1.1M |
| Plimoth Trust Co. LLC | 0.24% | No change | 10,328 | $1.1M |
| Glenmede Investment Management, LP | 0.01% | Add +5.8% | 10,216 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.2% | 10,114 | $1.0M |
| Smith Group Asset Management, LLC | 0.06% | No change | 10,000 | $1.0M |
| Beacon Investment Advisors LLC | 0.41% | Add +0.5% | 9,799 | $999K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +6.6% | 9,684 | $987K |
| Vident Advisory, LLC | 0.01% | Reduce -2.6% | 9,557 | $974K |
| Strait & Sound Wealth Management LLC | 0.37% | Reduce -0.8% | 9,516 | $970K |
| Group One Trading LLC | 0.03% | Add +44.9% | 9,483 | $967K |
| Atlantic Union Bankshares Corp | 0.02% | Add +6.1% | 9,462 | $965K |
| Atwood & Palmer Inc. | 0.06% | Add +0.1% | 9,454 | $964K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.0% | 9,414 | $960K |
| Verus Capital Partners, LLC | 0.07% | Reduce -3.1% | 9,410 | $959K |
| Savant Capital, LLC | 0.01% | Add +5.0% | 9,397 | $958K |
| DAVENPORT & Co LLC | 0.01% | Reduce -4.9% | 9,371 | $955K |
| Independent Financial Group, LLC | 0.02% | No change | 9,316 | $950K |
| Ullmann Wealth Partners Group, LLC | 0.10% | Add +0.6% | 9,299 | $948K |
| Denali Advisors LLC | 0.11% | Reduce -35.8% | 9,252 | $943K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +37.6% | 9,245 | $942K |
| Harbour Investments, Inc. | 0.02% | Add +0.2% | 9,200 | $938K |
| Jain Global LLC | 0.01% | Reduce -59.6% | 9,190 | $937K |
| Perpetual Ltd | 0.01% | Reduce -7.0% | 9,130 | $931K |
| Bessemer Group Inc. | 0.00% | Add +5.9% | 9,050 | $924K |
| Jump Financial, LLC | 0.01% | Add +100.2% | 9,017 | $919K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +15.4% | 9,013 | $919K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.8% | 8,991 | $917K |
| Greenleaf Trust | 0.01% | Add +10.3% | 8,977 | $915K |
| Founders Financial Alliance, LLC | 0.17% | Add +0.3% | 8,956 | $913K |
| Aspire Private Capital, LLC | 0.20% | Add +6.1% | 8,855 | $903K |
| Fiduciary Family Office, LLC | 0.25% | Add +9.4% | 8,686 | $885K |
| MAI Capital Management | 0.01% | Reduce -2.1% | 8,665 | $883K |
| Herold Advisors, Inc. | 0.20% | Reduce -1.2% | 8,650 | $882K |
| Montag A & Associates Inc. | 0.04% | Reduce -13.1% | 8,588 | $880K |
| Colonial River Investments, LLC | 0.32% | Reduce -1.7% | 8,549 | $871K |
| Shell Asset Management Co. | 0.09% | Reduce -77.2% | 8,544 | $871K |
| Arax Advisory Partners | 0.01% | Add +499.1% | 8,483 | $865K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.9% | 8,439 | $860K |
| Future Financial Wealth Managment LLC | 0.54% | Reduce -0.3% | 8,399 | $856K |
| Empowered Funds, LLC | 0.01% | Add +21.1% | 8,346 | $851K |
| Wedbush Securities Inc. | 0.03% | Add +0.9% | 8,257 | $842K |
| Bramshill Investments, LLC | 0.06% | Reduce -52.1% | 8,241 | $840K |
| Cardinal Point Capital Management ULC | 0.06% | No change | 8,200 | $838K |
| Rik Saylor Financial, Inc. | 0.61% | Reduce -0.2% | 8,216 | $838K |
| American Institute for Advanced Investment Management, LLP | 0.54% | Reduce -12.8% | 8,065 | $822K |
| RNC Capital Management LLC | 0.04% | No change | 8,000 | $816K |
| Mufg Securities Americas Inc. | 0.05% | Add +21.8% | 7,964 | $812K |
| Bailard, Inc. | 0.02% | Add +0.1% | 7,949 | $810K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -4.2% | 7,945 | $810K |
| Essex Financial Services, Inc. | 0.05% | Reduce -0.2% | 7,847 | $800K |
| Measured Wealth Private Client Group, LLC | 0.22% | Reduce -5.0% | 7,832 | $798K |
| Archer Investment Corp | 0.18% | No change | 7,800 | $795K |
| Composition Wealth, LLC | 0.01% | Add +0.4% | 7,771 | $792K |
| Aigen Investment Management, LP | 0.12% | New | 7,760 | $791K |
| Trivium Point Advisory, LLC | 0.08% | Add +9.8% | 7,740 | $789K |
| Independence Bank of Kentucky | 0.10% | No change | 7,724 | $787K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -2.5% | 7,721 | $787K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -61.3% | 7,692 | $784K |
| Penobscot Investment Management Company, Inc. | 0.06% | Add +52.6% | 7,690 | $784K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.2% | 7,672 | $782K |
| Mathes Company, Inc. | 0.28% | Reduce -6.2% | 7,550 | $770K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.6% | 7,506 | $765K |
| Ascent Group, LLC | 0.03% | Add +9.4% | 7,435 | $758K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -0.1% | 7,423 | $757K |
| Princeton Capital Management LLC | 0.20% | Reduce -6.8% | 7,401 | $754K |
| Integrated Advisors Network LLC | 0.03% | Reduce -7.7% | 7,394 | $754K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -2.6% | 7,388 | $753K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.7% | 7,379 | $752K |
| Mindset Wealth Management, LLC | 0.20% | Reduce -1.7% | 7,364 | $751K |
| Two Sigma Securities, LLC | 0.11% | Reduce -17.5% | 7,256 | $740K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 7,245 | $739K |
| Tidal Investments LLC | 0.00% | Reduce -43.7% | 7,199 | $734K |
| Ballentine Partners, LLC | 0.01% | Add +3.9% | 7,160 | $730K |
| TBH Global Asset Management, LLC | 0.14% | No change | 7,154 | $729K |
| Outlook Wealth Advisors, LLC | 0.18% | Reduce -1.8% | 7,120 | $726K |
| Mgo One Seven LLC | 0.02% | Add +47.8% | 7,069 | $721K |
| Global Retirement Partners, LLC | 0.02% | Add +6.8% | 7,036 | $717K |
| Centaurus Financial, Inc. | 0.03% | Add +6.8% | 7,017 | $715K |
| Fiduciary Group, LLC | 0.06% | No change | 7,000 | $714K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -17.0% | 6,949 | $708K |
| Susquehanna Fundamental Investments, LLC | 0.03% | No change | 6,739 | $687K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.6% | 6,682 | $681K |
| Symphony Financial, Ltd. Co. | 0.08% | Reduce -12.5% | 6,532 | $678K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.1% | 6,604 | $673K |
| Twin Tree Management, LP | 0.03% | New | 6,576 | $670K |
| Equitable Holdings, Inc. | 0.00% | Reduce -12.4% | 6,505 | $663K |
| Two Sigma Advisers, LP | 0.00% | Reduce -82.0% | 6,500 | $663K |
| GAMMA Investing LLC | 0.04% | Add +18.6% | 6,497 | $662K |
| Farther Finance Advisors, LLC | 0.01% | Add +20.2% | 6,470 | $660K |
| Ascentis Independent Advisors | 0.11% | Add +1.4% | 6,435 | $656K |
| Caption Management, LLC | 0.04% | New | 6,400 | $652K |
| Columbia Asset Management | 0.12% | No change | 6,392 | $652K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.8% | 6,332 | $645K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +19.3% | 6,320 | $644K |
| Ossiam | 0.01% | Reduce -58.7% | 6,307 | $643K |
| Monument Capital Management | 0.16% | Reduce -4.8% | 6,239 | $636K |
| Callan Family Office, LLC | 0.02% | Reduce -19.9% | 6,066 | $618K |
| Jackson Square Capital, LLC | 0.13% | New | 5,999 | $612K |
| Prospera Financial Services Inc | 0.01% | Add +31.8% | 5,920 | $604K |
| Sheets Smith Wealth Management | 0.07% | No change | 5,910 | $602K |
| Ellevest, Inc. | 0.09% | Reduce -10.4% | 5,837 | $595K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -11.3% | 5,802 | $594K |
| Wolverine Trading, LLC | 0.01% | New | 5,919 | $594K |
| Pinnacle Family Advisors, LLC | 0.26% | Add +4.0% | 5,826 | $594K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.7% | 5,794 | $591K |
| Somerset Trust Co | 0.18% | Add +1.1% | 5,785 | $590K |
| West Wealth Group, LLC | 0.13% | Add +0.9% | 5,551 | $587K |
| EWG Elevate Inc. | 0.18% | No change | 5,722 | $583K |
| Signaturefd, LLC | 0.01% | Reduce -18.9% | 5,715 | $583K |
| Huntington National Bank | 0.00% | Reduce -0.1% | 5,713 | $582K |
| Fidelis Capital Partners, LLC | 0.05% | Add +0.2% | 5,713 | $582K |
| MUFG Securities EMEA plc | 0.01% | Add +553.5% | 5,653 | $576K |
| WASHINGTON TRUST Co | 0.02% | No change | 5,586 | $569K |
| Principal Securities, Inc. | 0.01% | Reduce -9.7% | 5,554 | $566K |
| Garden State Investment Advisory Services LLC | 0.14% | Reduce -0.5% | 5,505 | $565K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.2% | 5,522 | $563K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.7% | 5,342 | $556K |
| Advisors Capital Management, LLC | 0.01% | Add +22.3% | 5,416 | $552K |
| Estabrook Capital Management | 0.08% | No change | 5,337 | $544K |
| Financial Management Professionals, Inc. | 0.06% | Add +0.6% | 5,273 | $542K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -2.0% | 5,225 | $533K |
| Valued Retirements, Inc. | 0.60% | No change | 5,190 | $532K |
| Smith Asset Management Co., LLC | 0.45% | No change | 5,215 | $532K |
| Kapstone Financial Advisors LLC | 0.25% | Reduce -10.3% | 5,195 | $530K |
| Texas Yale Capital Corp. | 0.02% | No change | 5,155 | $526K |
| Arete Wealth Advisors, LLC | 0.03% | No change | 5,150 | $525K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 5,147 | $525K |
| Koshinski Asset Management, Inc. | 0.04% | Add +2.0% | 5,108 | $521K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.7% | 5,103 | $520K |
| Mechanics Bank Trust Department | 0.07% | Add +13.6% | 5,093 | $519K |
| Signal Advisors Wealth, LLC | 0.05% | New | 5,047 | $515K |
| NorthStar Asset Management LLC | 0.24% | No change | 5,015 | $511K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -1.0% | 4,969 | $507K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -1.4% | 4,939 | $503K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | Reduce -81.3% | 4,916 | $501K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -40.0% | 4,888 | $498K |
| Integrity Alliance, Llc. | 0.02% | Add +65.5% | 4,874 | $497K |
| Abn Amro Investment Solutions | 0.01% | Reduce -11.1% | 4,844 | $494K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -6.6% | 4,841 | $493K |
| Canada Post Corp Registered Pension Plan | 0.02% | No change | 4,887 | $490K |
| Augustine Asset Management Inc. | 0.10% | Reduce -1.0% | 4,800 | $489K |
| NorthRock Partners, LLC | 0.01% | Reduce -9.0% | 4,774 | $487K |
| TD Private Client Wealth LLC | 0.01% | Reduce -30.8% | 4,755 | $485K |
| Cynosure Group, LLC | 0.05% | No change | 4,699 | $479K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 4,692 | $478K |
| GM Advisory Group, LLC | 0.02% | Reduce -34.8% | 4,685 | $478K |
| Davis R M Inc. | 0.01% | Reduce -4.2% | 4,618 | $471K |
| Fisher Asset Management | 0.00% | Reduce -9.2% | 4,597 | $469K |
| Aspen Investment Management Inc | 0.18% | Add +0.1% | 4,539 | $463K |
| Horizon Investments, LLC | 0.01% | Reduce -8.4% | 4,536 | $462K |
| Welch Group, LLC | 0.02% | No change | 4,531 | $462K |
| Hancock Whitney Corp. | 0.01% | Reduce -6.2% | 4,529 | $462K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -35.8% | 4,520 | $461K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.3% | 4,519 | $461K |
| Hilltop Holdings Inc. | 0.02% | Reduce -0.9% | 4,518 | $461K |
| Essex Bank | 0.10% | No change | 4,495 | $458K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -0.2% | 4,469 | $456K |
| Curi Capital, LLC | 0.01% | Reduce -8.9% | 4,421 | $453K |
| Quest Investment Management LLC | 0.05% | Add +0.2% | 4,421 | $451K |
| Putney Financial Group LLC | 0.44% | Reduce -6.2% | 4,359 | $444K |
| Ameliora Wealth Management Ltd. | 0.15% | No change | 4,350 | $443K |
| Prestige Wealth Management Group LLC | 0.09% | Add +4.0% | 4,338 | $442K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 4,335 | $442K |
| WealthBridge Capital Management, LLC | 0.10% | Add +0.6% | 4,311 | $439K |
| Profund Advisors LLC | 0.01% | Reduce -1.0% | 4,290 | $437K |
| BCO Wealth Management LLC | 0.29% | No change | 4,275 | $436K |
| FIL Ltd | 0.00% | Add +4.0% | 4,274 | $436K |
| Point72 (DIFC) Ltd | 0.03% | Reduce -49.4% | 4,238 | $432K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.2% | 4,219 | $430K |
| Stephens Inc. | 0.01% | Add +0.1% | 4,193 | $427K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.9% | 4,177 | $426K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -2.7% | 4,148 | $423K |
| International Assets Investment Management, LLC | 0.03% | Add +1.2% | 4,216 | $421K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 4,120 | $420K |
| Meeder Advisory Services, Inc. | 0.02% | Add +10.9% | 4,113 | $419K |
| Alliance Wealth Advisors, LLC | 0.10% | New | 4,096 | $418K |
| Disciplined Equity Management, Inc. | 0.23% | No change | 4,085 | $416K |
| Compound Planning, Inc. | 0.01% | Add +61.6% | 4,068 | $415K |
| SFG Wealth Management, LLC. | 0.18% | No change | 4,063 | $414K |
| Armor Investment Advisors, LLC | 0.13% | Reduce -6.9% | 4,061 | $414K |
| Axis Wealth Partners, LLC | 0.24% | Add +0.3% | 4,038 | $412K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -0.5% | 4,033 | $411K |
| Pathway Financial Advisers, LLC | 0.12% | Reduce -61.1% | 3,954 | $403K |
| Secure Asset Management, LLC | 0.07% | Reduce -15.2% | 3,938 | $403K |
| Citizens Business Bank | 0.07% | Add +3.7% | 3,939 | $402K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 3,912 | $399K |
| Syon Capital LLC | 0.02% | Add +42.7% | 3,904 | $398K |
| Park National Corp. | 0.01% | No change | 3,838 | $391K |
| Cresset Asset Management, LLC | 0.00% | No change | 3,804 | $391K |
| Sculati Wealth Management, LLC | 0.14% | Reduce -11.6% | 3,820 | $389K |
| Ledgewood Wealth Advisors, LLC | 0.23% | No change | 3,806 | $388K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -49.0% | 3,800 | $387K |
| Crown Wealth Group, LLC | 0.12% | Add +0.3% | 3,789 | $386K |
| RMR Wealth Builders | 0.03% | Add +2.2% | 3,730 | $380K |
| Exchange Traded Concepts, LLC | 0.00% | Add +82.6% | 3,715 | $379K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -7.5% | 3,706 | $378K |
| Caprock Group, LLC | 0.01% | — | 4,081 | $377K |
| Keystone Financial Group | 0.03% | Add +37.3% | 3,679 | $375K |
| Capital Square, LLC | 0.19% | Add +6.9% | 3,664 | $374K |
| Cetera Trust Company, N.A | 0.21% | No change | 3,660 | $373K |
| Kavar Capital Partners Group, LLC | 0.05% | Reduce -12.1% | 3,650 | $372K |
| Strategic Blueprint, LLC | 0.02% | Add +0.6% | 3,645 | $372K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -0.1% | 3,640 | $371K |
| Severin Investments, LLC | 0.33% | Reduce -0.3% | 3,635 | $371K |
| Three Magnolias Financial Advisors, LLC | 0.23% | No change | 3,600 | $367K |
| Sachetta, LLC | 0.14% | Reduce -11.1% | 3,598 | $367K |
| Natural Investments, LLC | 0.09% | Add +3.1% | 3,581 | $365K |
| Aire Advisors, LLC | 0.07% | Add +0.8% | 3,565 | $363K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,524 | $359K |
| Atria Investments, Inc | 0.00% | Reduce -20.0% | 3,523 | $359K |
| Philadelphia Trust Co. | 0.03% | No change | 3,500 | $357K |
| Long Road Investment Counsel, LLC | 0.13% | No change | 3,500 | $357K |
| Lokken Investment Group LLC | 0.12% | No change | 3,479 | $355K |
| Sigma Planning Corp | 0.01% | Reduce -10.9% | 3,412 | $348K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +45.1% | 3,412 | $348K |
| Crestwood Advisors Group, LLC | 0.01% | Add +11.7% | 3,404 | $347K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.2% | 3,391 | $346K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.4% | 3,353 | $342K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 3,350 | $341K |
| Evergreen Capital Management LLC | 0.01% | Add +1.2% | 3,331 | $340K |
| Richmond Investment Services, LLC | 0.06% | Add +0.6% | 3,320 | $338K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -4.0% | 3,315 | $338K |
| Foster & Motley Inc. | 0.02% | Reduce -1.1% | 3,283 | $335K |
| Wedmont Private Capital | 0.01% | Add +9.9% | 3,157 | $334K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 3,279 | $334K |
| Arkadios Wealth Advisors | 0.01% | Add +60.8% | 3,277 | $334K |
| Mission Wealth Management, LP | 0.01% | Add +0.5% | 3,255 | $332K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -0.1% | 3,218 | $328K |
| Cooper Financial Group | 0.04% | Add +1.6% | 3,205 | $327K |
| E&G Advisors, LLC | 0.08% | No change | 3,200 | $326K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Add +0.2% | 3,142 | $320K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -0.1% | 3,138 | $320K |
| Keystone Wealth Services, LLC | 0.07% | No change | 3,127 | $319K |
| Fortitude Family Office, LLC | 0.09% | No change | 3,118 | $318K |
| Fortis Capital Management LLC | 0.04% | Add +0.8% | 3,118 | $318K |
| Brooklyn Investment Group | 0.04% | Reduce -3.2% | 3,100 | $317K |
| American Investment Services, Inc. | 0.08% | No change | 3,103 | $316K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -6.5% | 3,101 | $316K |
| Ieq Capital, LLC | 0.00% | Reduce -50.7% | 3,101 | $316K |
| Southland Equity Partners LLC | 0.06% | Reduce -7.0% | 3,096 | $316K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.8% | 3,090 | $315K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +2.1% | 3,048 | $311K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.2% | 3,050 | $311K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +3.6% | 2,929 | $310K |
| Advisors Management Group Inc. | 0.05% | Reduce -6.8% | 3,037 | $310K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +7.2% | 3,036 | $309K |
| Boothbay Fund Management, LLC | 0.01% | New | 3,034 | $309K |
| Clean Yield Group | 0.09% | No change | 3,022 | $308K |
| Accuvest Global Advisors | 0.19% | Reduce -25.0% | 3,000 | $306K |
| Asset Planning,Inc | 0.22% | No change | 3,000 | $306K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -6.8% | 2,900 | $306K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.4% | 2,987 | $304K |
| IMA Advisory Services, Inc. | 0.03% | Reduce -0.1% | 2,955 | $304K |
| James Hambro & Partners LLP | 0.01% | Reduce -54.3% | 2,972 | $303K |
| Keybank National Association | 0.00% | Add +13.4% | 2,966 | $302K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -36.4% | 2,956 | $301K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -27.4% | 2,948 | $301K |
| Flow Traders U.S. LLC | 0.01% | New | 2,931 | $299K |
| Assetmark, Inc. | 0.00% | Add +8.0% | 2,900 | $296K |
| Seelaus Asset Management LLC | 0.24% | Add +4.5% | 2,900 | $296K |
| Perennial Investment Advisors, LLC | 0.02% | Add +1.1% | 2,895 | $295K |
| Cigna Investments Inc. | 0.04% | No change | 2,889 | $295K |
| BTC Capital Management, Inc. | 0.02% | New | 2,861 | $292K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -1.0% | 2,858 | $291K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -2.6% | 2,856 | $291K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -0.3% | 2,822 | $288K |
| Jordan Park Group LLC | 0.02% | No change | 2,803 | $286K |
| Freestone Grove Partners LP | 0.00% | Add +39.5% | 2,798 | $285K |
| Destination Wealth Management | 0.01% | No change | 2,784 | $284K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 2,771 | $282K |
| Diversified Trust Co. | 0.01% | Reduce -19.9% | 2,764 | $282K |
| Savvy Advisors, Inc. | 0.01% | Add +2.2% | 2,761 | $281K |
| Palacios Wealth Management, LLC | 0.18% | Reduce -21.8% | 2,755 | $281K |
| Howland Capital Management LLC | 0.01% | No change | 2,727 | $279K |
| SVB Wealth LLC | 0.01% | Reduce -66.8% | 2,729 | $278K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Add +0.1% | 2,702 | $275K |
| Investment House LLC | 0.01% | No change | 2,700 | $275K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.5% | 2,698 | $275K |
| Allen Investment Management, LLC | 0.00% | No change | 2,696 | $275K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 2,692 | $274K |
| Richard W. Paul & Associates, LLC | 0.09% | Reduce -0.3% | 2,692 | $274K |
| Cardiff Park Advisors, LLC | 0.02% | New | 2,684 | $274K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -6.3% | 2,655 | $271K |
| Csenge Advisory Group | 0.01% | Reduce -66.3% | 2,645 | $270K |
| Aberdeen Wealth Management LLC | 0.17% | No change | 2,645 | $270K |
| Walker Asset Management, LLC | 0.15% | Add +0.8% | 2,645 | $270K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.6% | 2,643 | $269K |
| Nwam LLC | 0.01% | Add +0.4% | 2,588 | $269K |
| Diversify Wealth Management, LLC | 0.02% | No change | 2,595 | $269K |
| Certuity, LLC | 0.02% | New | 2,619 | $267K |
| Leonteq Securities AG | 0.01% | Reduce -23.5% | 2,602 | $265K |
| Raleigh Capital Management Inc. | 0.10% | Reduce -4.1% | 2,572 | $262K |
| Samalin Investment Counsel, LLC | 0.09% | Add +0.6% | 2,563 | $261K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -23.8% | 2,553 | $260K |
| Centerpoint Advisory Group | 0.20% | No change | 2,535 | $258K |
| Segment Wealth Management, LLC | 0.02% | No change | 2,534 | $258K |
| Duncan Williams Asset Management, LLC | 0.07% | Add +0.7% | 2,522 | $257K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -14.1% | 2,516 | $256K |
| Farringdon Capital, Ltd. | 0.07% | New | 2,511 | $256K |
| Patton Fund Management, Inc. | 0.05% | No change | 2,510 | $256K |
| Mather Group, Llc. | 0.00% | Reduce -1.7% | 2,482 | $253K |
| UMB Bank, n.a. | 0.00% | Add +6.5% | 2,466 | $251K |
| Personal Cfo Solutions, LLC | 0.04% | Add +5.3% | 2,450 | $250K |
| Versant Capital Management, Inc | 0.03% | Add +540.6% | 2,428 | $248K |
| Spirepoint Private Client, LLC | 0.03% | New | 2,387 | $243K |
| Schorn Wealth LLC | 0.07% | New | 2,382 | $243K |
| Fielder Capital Group LLC | 0.06% | Reduce -0.4% | 2,381 | $243K |
| Carnegie Investment Counsel | 0.00% | Reduce -14.4% | 2,377 | $242K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.5% | 2,364 | $241K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 2,360 | $241K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,338 | $240K |
| Wealth Alliance, LLC | 0.02% | Reduce -0.2% | 2,324 | $237K |
| Private Trust Co. NA | 0.02% | Reduce -3.5% | 2,320 | $237K |
| Intrua Financial, LLC | 0.03% | Add +0.4% | 2,319 | $236K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -7.7% | 2,233 | $236K |
| Walleye Trading LLC | 0.00% | Reduce -84.9% | 2,305 | $235K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -0.1% | 2,287 | $233K |
| Commerzbank Aktiengesellschaft | 0.00% | No change | 2,280 | $233K |
| Krilogy Financial LLC | 0.01% | New | 2,314 | $232K |
| Fayez Sarofim & Co | 0.00% | Reduce -37.3% | 2,280 | $232K |
| Smith, Moore & Co. | 0.02% | Add +0.3% | 2,277 | $232K |
| Waterloo Capital, L.P. | 0.02% | New | 2,272 | $232K |
| Mystic Asset Management, Inc. | 0.05% | Add +0.4% | 2,239 | $228K |
| Heritage Wealth Advisors | 0.01% | No change | 2,222 | $227K |
| IFP Advisors, Inc | 0.01% | Reduce -37.6% | 2,200 | $224K |
| Community Bank & Trust, Waco, Texas | 0.05% | No change | 2,200 | $224K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +3.4% | 2,179 | $222K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.1% | 2,173 | $221K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.2% | 2,161 | $220K |
| Morse Asset Management, Inc | 0.04% | Add +105.2% | 2,155 | $220K |
| Saxony Capital Management, LLC | 0.14% | Add +0.7% | 2,151 | $219K |
| GTS Securities LLC | 0.01% | Reduce -45.1% | 2,149 | $219K |
| Brighton Jones LLC | 0.01% | New | 2,134 | $218K |
| Stiles Financial Services Inc | 0.07% | No change | 2,127 | $217K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | New | 2,127 | $217K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -1.5% | 2,125 | $217K |
| Warm Springs Advisors Inc. | 0.16% | No change | 2,117 | $216K |
| Ignite Planners, LLC | 0.04% | Reduce -0.1% | 2,097 | $214K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -51.2% | 2,090 | $213K |
| Continuum Advisory, LLC | 0.02% | Add +5.3% | 2,077 | $212K |
| Smartleaf Asset Management LLC | 0.01% | Add +42.3% | 2,105 | $211K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,065 | $211K |
| Texas Bank & Trust Co | 0.08% | No change | 2,054 | $209K |
| SJS Investment Consulting Inc. | 0.03% | Add +1.9% | 2,038 | $208K |
| Channel Wealth LLC | 0.06% | Reduce -22.9% | 2,022 | $206K |
| Jefferies Financial Group Inc. | 0.00% | Add +3.1% | 2,017 | $206K |
| Affinity Investment Advisors, LLC | 0.14% | No change | 2,013 | $205K |
| Mosaic Family Wealth Partners, LLC | 0.02% | No change | 2,040 | $205K |
| Apriem Advisors | 0.02% | Add +0.3% | 2,007 | $205K |
| Financial Perspectives, Inc | 0.06% | No change | 2,000 | $204K |
| RW Investment Management LLC | 0.02% | No change | 2,000 | $204K |
| Whittier Trust Co. | 0.00% | Reduce -32.7% | 1,897 | $199K |
| Strategic Investment Solutions, Inc. | 0.05% | No change | 1,923 | $196K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -0.5% | 1,891 | $193K |
| Coastline Trust Co | 0.02% | No change | 1,856 | $189K |
| Monetary Management Group Inc. | 0.04% | No change | 1,800 | $183K |
| Nvwm, LLC | 0.04% | No change | 1,699 | $173K |
| Blue Trust, Inc. | 0.00% | Add +61.2% | 1,699 | $173K |
| Tower View Wealth Management LLC | 0.09% | Add +0.8% | 1,683 | $172K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -69.4% | 1,680 | $171K |
| CENTRAL TRUST Co | 0.00% | Add +0.3% | 1,652 | $168K |
| Clearstead Advisors, LLC | 0.00% | Add +21.0% | 1,643 | $168K |
| CoreCap Advisors, LLC | 0.01% | Add +1.3% | 1,609 | $164K |
| Penserra Capital Management LLC | 0.00% | Add +1.1% | 1,620 | $164K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | Add +14.5% | 1,580 | $161K |
| Larson Financial Group LLC | 0.01% | Reduce -37.8% | 1,523 | $155K |
| First Financial Corp. | 0.06% | No change | 1,500 | $153K |
| Muzinich & Co., Inc. | 0.06% | No change | 1,472 | $150K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,461 | $150K |
| Vision Financial Markets LLC | 0.12% | No change | 1,350 | $138K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -6.9% | 1,344 | $137K |
| Catalyst Capital Advisors LLC | 0.00% | Add +43.7% | 1,303 | $133K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 1,303 | $133K |
| Silvant Capital Management LLC | 0.00% | No change | 1,292 | $132K |
| AlphaQuest LLC | 0.01% | Add +30.9% | 1,287 | $131K |
| Deseret Mutual Benefit Administrators | 0.06% | Reduce -14.3% | 1,286 | $131K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.6% | 1,275 | $130K |
| Security National Bank | 0.02% | Reduce -24.6% | 1,254 | $128K |
| Bayforest Capital Ltd | 0.06% | New | 1,236 | $126K |
| Hoey Investments, Inc. | 0.02% | New | 1,235 | $126K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,229 | $125K |
| Root Financial Partners, LLC | 0.01% | New | 1,219 | $124K |
| Avalon Trust Co | 0.01% | New | 1,204 | $123K |
| Ostrum Asset Management | 0.01% | Reduce -76.5% | 1,200 | $122K |
| Sound Income Strategies, LLC | 0.01% | Add +21.1% | 1,110 | $116K |
| Evermay Wealth Management LLC | 0.01% | New | 1,141 | $116K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -0.3% | 1,122 | $114K |
| Lavaca Capital LLC | 0.02% | No change | 1,101 | $112K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,100 | $112K |
| Richardson Financial Services Inc. | 0.07% | Add +3.4% | 1,060 | $108K |
| ORG Partners LLC | 0.02% | Reduce -11.2% | 1,058 | $108K |
| Sittner & Nelson, LLC | 0.04% | No change | 1,026 | $105K |
| Addison Advisors LLC | 0.02% | Reduce -15.9% | 986 | $100K |
| Zions Bancorporation, National Association | 0.00% | Add +71.0% | 971 | $99K |
| Evolution Wealth Management Inc. | 0.10% | Add +0.8% | 960 | $98K |
| Corsicana & Co. | 0.05% | — | 900 | $92K |
| Kozak & Associates, Inc. | 0.02% | No change | 1,000 | $89K |
| Cromwell Holdings LLC | 0.05% | No change | 861 | $88K |
| Quarry LP | 0.02% | Add +52.7% | 852 | $87K |
| Parvin Asset Management, LLC | 0.07% | Add +1.5% | 832 | $85K |
| Wealthspire Advisors, LLC | 0.00% | New | 824 | $84K |
| CI Investments Inc. | 0.00% | Reduce -2.1% | 808 | $82K |
| CYBER HORNET ETFs LLC | 0.05% | Add +3.8% | 796 | $81K |
| Bank of New Hampshire | 0.02% | No change | 795 | $81K |
| Global X Japan Co., Ltd. | 0.01% | Reduce -14.4% | 776 | $79K |
| Sentry Investment Management LLC | 0.05% | Reduce -10.8% | 748 | $79K |
| Optimum Investment Advisors | 0.03% | No change | 750 | $76K |
| Abound Wealth Management | 0.02% | No change | 748 | $76K |
| Eastern Bank | 0.00% | No change | 735 | $75K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -23.2% | 727 | $74K |
| Avion Wealth | 0.02% | Reduce -1.2% | 733 | $74K |
| Bay Harbor Wealth Management, LLC | 0.02% | Add +2.4% | 720 | $74K |
| Rothschild Investment LLC | 0.00% | Add +2.7% | 676 | $69K |
| City Holding Co. | 0.01% | New | 667 | $68K |
| First Horizon Corp. | 0.00% | — | 663 | $68K |
| True Wealth Design, LLC | 0.02% | Add +2.2% | 660 | $67K |
| Valley National Advisers Inc. | 0.01% | No change | 655 | $66K |
| Proffitt & Goodson Inc. | 0.01% | No change | 622 | $63K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.5% | 618 | $63K |
| Financial Avengers, Inc. | 0.03% | Add +0.8% | 607 | $62K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 583 | $61K |
| Caitlin John, LLC | 0.04% | New | 599 | $61K |
| Sawyer & Company, Inc | 0.02% | Add +147.9% | 595 | $61K |
| Dunhill Financial, LLC | 0.02% | Add +19.5% | 583 | $59K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -78.2% | 573 | $58K |
| Promus Capital, LLC | 0.04% | No change | 572 | $58K |
| CVA Family Office, LLC | 0.01% | Reduce -6.8% | 563 | $57K |
| JPL Wealth Management, LLC | 0.01% | New | 554 | $56K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -1.5% | 538 | $55K |
| Washington Trust Advisors, Inc. | 0.00% | New | 530 | $54K |
| Summit Securities Group LLC | 0.02% | Add +155.3% | 508 | $52K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 504 | $52K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 500 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 500 | $51K |
| Crewe Advisors LLC | 0.00% | Reduce -0.4% | 500 | $51K |
| Hanson & Doremus Investment Management | 0.01% | No change | 475 | $48K |
| Canton Hathaway, LLC | 0.01% | Add +13.1% | 465 | $47K |
| Franchise Capital Ltd | 0.02% | No change | 455 | $46K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.3% | 452 | $46K |
| Wealth Watch Advisors, INC | 0.02% | New | 430 | $44K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -4.9% | 425 | $43K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 420 | $43K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 420 | $43K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 413 | $42K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $41K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 400 | $41K |
| AllSquare Wealth Management LLC | 0.02% | No change | 395 | $40K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 390 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +16.1% | 383 | $39K |
| Piscataqua Savings Bank | 0.03% | No change | 353 | $36K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -68.4% | 350 | $36K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +1.2% | 331 | $34K |
| Godsey & Gibb, Inc. | 0.00% | No change | 325 | $33K |
| Johnson Financial Group, Inc. | 0.00% | New | 315 | $32K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 300 | $31K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 300 | $31K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +18.0% | 295 | $30K |
| IAG Wealth Partners, LLC | 0.00% | No change | 295 | $30K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 278 | $28K |
| West Branch Capital LLC | 0.01% | No change | 275 | $28K |
| North Star Investment Management Corp. | 0.00% | Reduce -52.6% | 270 | $28K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.1% | 262 | $27K |
| Thompson Investment Management, Inc. | 0.00% | No change | 264 | $27K |
| Quent Capital, LLC | 0.00% | New | 262 | $27K |
| PFS Partners, LLC | 0.01% | No change | 250 | $25K |
| IMG Wealth Management, Inc. | 0.02% | No change | 244 | $25K |
| NFSG Corp | 0.00% | Reduce -13.6% | 241 | $25K |
| Private Wealth Asset Management, LLC | 0.00% | Add +11.6% | 240 | $24K |
| Groupe la Francaise | 0.00% | New | 277 | $24K |
| Essential Partners LLC | 0.01% | Add +1623.1% | 224 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Add +465.8% | 215 | $22K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 201 | $20K |
| Rise Advisors, LLC | 0.01% | Add +3.1% | 200 | $20K |
| Coston, McIsaac & Partners | 0.00% | Add +0.5% | 189 | $19K |
| GW&K Investment Management, LLC | 0.00% | Add +5.6% | 189 | $19K |
| MV Capital Management, Inc. | 0.00% | Add +39.7% | 183 | $19K |
| Covestor Ltd | 0.01% | Reduce -19.4% | 179 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -52.2% | 172 | $18K |
| Chesapeake Asset Management LLC | 0.02% | No change | 170 | $17K |
| Hemington Wealth Management | 0.00% | No change | 163 | $16K |
| RMG Wealth Management LLC | 0.00% | No change | 150 | $15K |
| Atlantic Private Wealth, LLC | 0.01% | New | 150 | $15K |
| Oakworth Capital, Inc. | 0.00% | Reduce -17.2% | 149 | $15K |
| Accordant Advisory Group Inc | 0.01% | No change | 137 | $14K |
| Bell Investment Advisors, Inc | 0.00% | No change | 137 | $14K |
| Rossby Financial, LCC | 0.00% | Add +50.0% | 135 | $14K |
| Meeder Asset Management Inc. | 0.00% | Reduce -48.0% | 129 | $13K |
| Tidemark, LLC | 0.00% | No change | 125 | $13K |
| Park Place Capital Corp | 0.00% | Reduce -12.1% | 124 | $13K |
| WPG Advisers, LLC | 0.01% | Reduce -33.9% | 123 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 123 | $13K |
| Bokf, NA | 0.00% | Reduce -82.9% | 121 | $12K |
| Westfuller Advisors, LLC | 0.01% | New | 119 | $12K |
| Manchester Capital Management LLC | 0.00% | Add +0.8% | 119 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $12K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 108 | $11K |
| Strategic Advocates LLC | 0.00% | New | 107 | $11K |
| LRI Investments, LLC | 0.00% | No change | 106 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 104 | $11K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 100 | $10K |
| Red Tortoise LLC | 0.00% | No change | 94 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 90 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $9K |
| Curio Wealth, LLC | 0.00% | New | 86 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +79.2% | 86 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 85 | $9K |
| Salomon & Ludwin, LLC | 0.00% | New | 80 | $8K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -20.0% | 80 | $8K |
| J.Safra Asset Management Corp | 0.00% | New | 80 | $8K |
| Westside Investment Management, Inc. | 0.00% | New | 79 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -2.7% | 72 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 72 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +9.2% | 71 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -97.3% | 66 | $7K |
| Grove Bank & Trust | 0.00% | No change | 64 | $7K |
| SouthState Bank Corp | 0.00% | Reduce -47.1% | 64 | $7K |
| Howard Hughes Medical Institute | 0.00% | No change | 63 | $6K |
| Activest Wealth Management | 0.00% | Add +270.6% | 63 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +62.2% | 60 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 58 | $6K |
| GGM Financial LLC | 0.00% | New | 58 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 55 | $6K |
| High Note Wealth, LLC | 0.00% | Add +17.0% | 55 | $6K |
| Innovative Advisory Group, LLC | 0.00% | No change | 50 | $5K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 43 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 49 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 46 | $5K |
| Copia Wealth Management | 0.00% | No change | 42 | $4K |
| United Community Bank | 0.00% | New | 37 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +19.4% | 37 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | New | 30 | $3K |
| Tobam | 0.00% | Add +63.2% | 31 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 29 | $3K |
| Aspect Partners, LLC | 0.00% | Add +163.6% | 29 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 27 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 24 | $2K |
| Horizon Financial Services, LLC | 0.00% | New | 23 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 22 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 22 | $2K |
| Kilter Group LLC | 0.00% | Add +33.3% | 20 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +8.0% | 27 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 16 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -27.3% | 16 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -5.9% | 16 | $2K |
| Clearstead Trust, LLC | 0.00% | Add +25.0% | 15 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $1K |
| Hughes Financial Services, LLC | 0.00% | Reduce -7.7% | 12 | $1K |
| Quaker Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $1K |
| American Capital Advisory, LLC | 0.00% | Reduce -12.5% | 7 | $714 |
| TFC Financial Management, Inc. | 0.00% | No change | 7 | $714 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $510 |
| Guerra Advisors Inc | 0.00% | New | 5 | $510 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -50.0% | 5 | $510 |
| Davis Capital Management | 0.00% | — | 4 | $408 |
| Winnacle Wealth LLC | 0.00% | Reduce -97.8% | 3 | $306 |
| Palisade Asset Management, LLC | 0.00% | New | 3 | $306 |
| Colonial Trust Co / SC | 0.00% | Reduce -66.7% | 3 | $306 |
| Proathlete Wealth Management LLC | 0.00% | New | 3 | $305 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $205 |
| Country Trust Bank | 0.00% | New | 2 | $204 |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -33.3% | 2 | $204 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $102 |
| Cloud Capital Management, LLC | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.