Iron MountainIRM

13F holders, Q3 2025 (September 30)
1,016holders −28
67new positions
87sold out
8famous investors
$101.97avg. 13F price*

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

InstitutionsTotal Value
New Positions67$150.1M
Exits87$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.