Iron MountainIRM
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,011 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings, down 5 from Q3 2025. 71 opened new positions and 105 sold out. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock, Inc. ($2.7B) and Cohen & Steers, Inc. ($1.6B). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q4 2025)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $119.2M |
| Exits | 105 | $183.7M |
All 13F filers, Q3 2025 → Q4 2025: 16,048,267 shares bought and 13,797,225 shares sold, net +2,251,042 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,011 holders
| Vanguard Group Inc. | 0.06% | Reduce -1.3% | 46,627,483 | $3.9B |
| BlackRock, Inc. | 0.05% | Add +3.8% | 32,919,658 | $2.7B |
| Cohen & Steers, Inc. | 2.84% | Add +20.0% | 18,903,716 | $1.6B |
| State Street Corp. | 0.05% | Reduce -1.4% | 16,888,798 | $1.4B |
| Geode Capital Management, LLC | 0.04% | Add +1.3% | 8,292,653 | $685.4M |
| FMR LLC | 0.03% | Add +1.6% | 7,984,304 | $662.3M |
| Norges Bank | 0.04% | — | 4,447,133 | $368.9M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.9% | 4,429,359 | $367.4M |
| Invesco Ltd. | 0.03% | Reduce -12.8% | 4,417,367 | $366.4M |
| Principal Financial Group Inc. | 0.18% | Add +66.5% | 4,207,596 | $349.0M |
| Northern Trust Corp. | 0.04% | Add +3.0% | 4,152,569 | $344.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +5.6% | 3,880,275 | $321.9M |
| Daiwa Securities Group Inc. | 0.99% | Add +16.0% | 3,654,086 | $303.1M |
| Morgan Stanley | 0.02% | Reduce -0.3% | 3,598,973 | $298.5M |
| Legal & General Group Plc | 0.06% | Add +4.4% | 3,356,420 | $278.4M |
| Contour Asset Management LLC | 5.48% | Reduce -10.5% | 2,832,182 | $234.9M |
| Centersquare Investment Management LLC | 2.15% | Add +4.7% | 2,631,453 | $218.3M |
| Deutsche Bank AG | 0.07% | Reduce -12.1% | 2,541,992 | $210.9M |
| Prudential Financial Inc. | 0.23% | Add +9.3% | 2,310,481 | $191.7M |
| Pictet Asset Management Holding SA | 0.18% | Reduce -6.8% | 2,295,965 | $190.4M |
| Nuveen, LLC | 0.05% | Reduce -0.7% | 2,127,931 | $176.5M |
| Capital World Investors | 0.02% | No change | 2,117,169 | $175.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.3% | 1,927,935 | $159.9M |
| Ameriprise Financial Inc. | 0.03% | Add +2.3% | 1,744,405 | $142.5M |
| Vontobel Holding Ltd. | 0.46% | Add +56.6% | 1,689,246 | $140.1M |
| Bank of New York Mellon Corp | 0.02% | Add +1.2% | 1,685,978 | $139.9M |
| PGGM Investments | 2.18% | Reduce -1.6% | 1,657,159 | $137.5M |
| Duff & Phelps Investment Management Co. | 1.49% | Reduce -3.8% | 1,580,452 | $131.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +12.6% | 1,525,240 | $126.5M |
| Bank of America Corp. | 0.01% | Add +23.0% | 1,510,345 | $125.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.77% | Add +13.9% | 1,446,597 | $120.0M |
| Russell Investments Group, Ltd. | 0.13% | Reduce -17.6% | 1,405,760 | $116.6M |
| Amundi | 0.03% | Add +22.9% | 1,333,693 | $110.6M |
| Royal Bank of Canada | 0.02% | Reduce -44.1% | 1,285,871 | $106.7M |
| DekaBank Deutsche Girozentrale | 0.17% | No change | 1,122,500 | $95.8M |
| Citadel Advisors | 0.06% | Add +1726.3% | 1,119,371 | $92.9M |
| HSBC Holdings PLC | 0.05% | Add +10.9% | 1,055,775 | $87.6M |
| Sei Investments Co. | 0.08% | Add +17.4% | 1,024,664 | $85.0M |
| AQR Capital Management | 0.04% | Add +101.8% | 923,196 | $76.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -3.0% | 906,888 | $75.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +4.6% | 839,566 | $69.9M |
| Swiss National Bank | 0.04% | Reduce -4.9% | 809,261 | $67.1M |
| UBS Group AG | 0.01% | Reduce -44.6% | 795,908 | $66.0M |
| Point72 Asset Management | 0.11% | Reduce -39.0% | 790,504 | $65.6M |
| Barclays PLC | 0.02% | Reduce -1.5% | 728,857 | $60.5M |
| CIBC Private Wealth Group LLC | 0.10% | Reduce -6.0% | 677,651 | $56.2M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Add +18.7% | 656,852 | $54.5M |
| Welch & Forbes LLC | 0.66% | Reduce -0.4% | 656,364 | $54.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 637,272 | $52.9M |
| LPL Financial LLC | 0.01% | Reduce -10.5% | 634,799 | $52.7M |
| Epoch Investment Partners, Inc. | 0.30% | Reduce -3.2% | 629,854 | $52.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.09% | Add +25.7% | 625,444 | $52.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.9% | 606,859 | $50.3M |
| Rhumbline Advisers | 0.04% | Reduce -1.0% | 590,540 | $49.0M |
| APG Asset Management US Inc. | 0.38% | No change | 582,174 | $48.3M |
| BNP Paribas Financial Markets | 0.03% | Add +6.8% | 562,253 | $46.6M |
| Asset Management One Co., Ltd. | 0.13% | Add +0.8% | 555,974 | $45.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.0% | 544,810 | $45.2M |
| Nomura Asset Management Co. Ltd. | 0.11% | Add +2.9% | 544,483 | $45.2M |
| California Public Employees Retirement System | 0.02% | Add +0.0% | 513,555 | $42.6M |
| National Pension Service | 0.03% | Add +2.7% | 509,020 | $42.2M |
| Border to Coast Pensions Partnership Ltd | 0.72% | Add +4.2% | 500,000 | $41.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | Reduce -3.7% | 495,760 | $41.1M |
| Heitman Real Estate Securities LLC | 2.86% | Add +3.4% | 490,548 | $40.7M |
| Millennium Management | 0.03% | Add +0.7% | 489,014 | $40.6M |
| Bank of Montreal | 0.01% | Add +9.6% | 436,345 | $36.2M |
| California State Teachers Retirement System | 0.04% | Reduce -1.5% | 434,105 | $36.0M |
| Neuberger Berman Group LLC | 0.03% | Add +3.6% | 431,386 | $35.8M |
| STRS Ohio | 0.13% | Add +60.8% | 414,128 | $34.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.8% | 403,992 | $33.6M |
| American Century Companies Inc. | 0.02% | Reduce -28.3% | 395,893 | $32.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.7% | 366,309 | $30.4M |
| Aberdeen Group plc | 0.05% | Reduce -4.6% | 364,889 | $30.3M |
| Adelante Capital Management LLC | 1.90% | Reduce -12.2% | 339,227 | $28.1M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -24.3% | 336,935 | $27.9M |
| Teacher Retirement System of Texas | 0.10% | Add +764.4% | 333,971 | $27.7M |
| Citigroup Inc. | 0.02% | Reduce -24.1% | 318,601 | $26.4M |
| Adell Harriman & Carpenter Inc. | 1.56% | Reduce -3.6% | 314,617 | $26.1M |
| Marble Harbor Investment Counsel, LLC | 2.78% | Reduce -3.5% | 314,020 | $26.0M |
| Macquarie Group Ltd. | 0.11% | Add +2.2% | 292,992 | $24.3M |
| Two Sigma Investments, LP | 0.04% | New | 290,160 | $24.1M |
| Swedbank AB | 0.02% | No change | 284,858 | $23.6M |
| Apollo Management Holdings, L.P. | 0.26% | New | 265,539 | $22.0M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -3.0% | 262,515 | $21.8M |
| Aviva PLC | 0.04% | Add +5.6% | 256,125 | $21.2M |
| Captrust Financial Advisors | 0.04% | Reduce -66.8% | 255,142 | $21.2M |
| Cetera Investment Advisers | 0.02% | Reduce -2.3% | 248,597 | $20.6M |
| Americana Partners, LLC | 0.55% | New | 241,349 | $20.0M |
| Blair William & Co. | 0.05% | Reduce -25.2% | 238,285 | $19.8M |
| Brookstone Capital Management | 0.22% | Add +13.7% | 235,933 | $19.6M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.2% | 228,071 | $18.9M |
| New York State Teachers Retirement System | 0.04% | Add +0.0% | 227,876 | $18.9M |
| Stifel Financial Corp. | 0.02% | Add +4.2% | 227,234 | $18.8M |
| Pacer Advisors, Inc. | 0.05% | Reduce -3.4% | 223,367 | $18.5M |
| Focus Partners Wealth | 0.02% | Add +68.2% | 217,915 | $18.3M |
| Regions Financial Corp. | 0.11% | Reduce -14.8% | 214,642 | $17.8M |
| Corient Private Wealth LP | 0.02% | Add +4.3% | 211,327 | $17.5M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +113.1% | 209,300 | $17.4M |
| Verition Fund Management LLC | 0.10% | Add +648.9% | 208,951 | $17.3M |
| Cibc World Market Inc. | 0.03% | Add +20.6% | 208,036 | $17.3M |
| Balyasny Asset Management L.P. | 0.03% | Add +38.9% | 206,809 | $17.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +1.0% | 205,361 | $17.0M |
| Cander Asset Management LP | 3.11% | — | 202,738 | $16.8M |
| Andra AP-fonden | 0.21% | Reduce -6.7% | 201,300 | $16.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -10.7% | 199,036 | $16.5M |
| Moran Wealth Management, LLC | 0.50% | Reduce -3.8% | 195,140 | $16.2M |
| Public Employees Retirement System of Ohio | 0.05% | Add +108.9% | 191,507 | $15.9M |
| New York State Common Retirement Fund | 0.02% | Add +1.1% | 184,074 | $15.3M |
| TD Asset Management Inc | 0.01% | Add +2.3% | 180,420 | $15.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.3% | 179,876 | $14.9M |
| Intrinsic Edge Capital Management LLC | 2.89% | Add +20.1% | 179,473 | $14.9M |
| State of Alaska, Department of Revenue | 0.15% | Reduce -0.6% | 174,179 | $14.4M |
| Toronto Dominion Bank | 0.03% | Reduce -2.1% | 173,306 | $14.4M |
| State of Wisconsin Investment Board | 0.03% | Reduce -1.0% | 173,137 | $14.4M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -2.3% | 172,870 | $14.3M |
| Resona Asset Management Co.,Ltd. | 0.07% | Reduce -4.6% | 171,182 | $14.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +96.5% | 170,335 | $14.1M |
| Quantinno Capital Management LP | 0.03% | Add +38.8% | 167,107 | $13.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.3% | 166,586 | $13.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.07% | Reduce -1.5% | 164,711 | $13.7M |
| Tectonic Advisors LLC | 0.71% | Add +9.7% | 162,777 | $13.5M |
| Danske Bank A/S | 0.03% | Add +8.9% | 162,462 | $13.5M |
| KLP Kapitalforvaltning As | 0.05% | Add +55.9% | 160,616 | $13.4M |
| Engineers Gate Manager LP | 0.16% | Add +1092.9% | 159,482 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.1% | 156,782 | $13.0M |
| Worldquant Millennium Advisors LLC | 0.05% | Reduce -32.4% | 156,036 | $12.9M |
| KBC Group NV | 0.03% | Reduce -47.2% | 154,509 | $12.8M |
| Handelsbanken Fonder AB | 0.04% | Reduce -5.4% | 153,303 | $12.7M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.6% | 149,862 | $12.4M |
| United Bank | 1.63% | Reduce -11.1% | 149,014 | $12.4M |
| National Bank of Canada | 0.01% | Reduce -27.1% | 148,501 | $12.3M |
| Federated Hermes, Inc. | 0.02% | Add +0.9% | 148,166 | $12.3M |
| Storebrand Asset Management As | 0.03% | Reduce -3.8% | 146,811 | $12.2M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -0.3% | 143,403 | $11.9M |
| Brookfield Corp | 0.01% | Add +848.2% | 143,320 | $11.9M |
| TCV Trust & Wealth Management, Inc. | 0.95% | Add +1.9% | 142,070 | $11.8M |
| DNB Asset Management AS | 0.04% | Add +148.0% | 141,339 | $11.7M |
| Vert Asset Management LLC | 3.89% | Add +4.7% | 140,934 | $11.7M |
| Natixis Advisors, LLC | 0.02% | Reduce -18.8% | 140,414 | $11.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +4.0% | 137,630 | $11.4M |
| SG Americas Securities, LLC | 0.02% | New | 137,582 | $11.4M |
| Sargent Investment Group, LLC | 1.41% | Reduce -1.7% | 135,094 | $11.2M |
| LBP Am SA | 0.13% | Reduce -7.2% | 134,916 | $11.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.0% | 133,882 | $11.1M |
| TCW Group Inc. | 0.08% | Add +63.3% | 132,280 | $11.0M |
| APG Asset Management N.V. | 0.03% | Reduce -6.2% | 154,181 | $10.9M |
| Ar Asset Management Inc. | 2.24% | No change | 130,600 | $10.8M |
| Two Sigma Advisers, LP | 0.02% | Add +1905.0% | 130,324 | $10.8M |
| Franklin Resources Inc. | 0.00% | Reduce -22.3% | 126,993 | $10.5M |
| Creative Planning | 0.01% | Add +5.9% | 126,089 | $10.5M |
| Korea Investment CORP | 0.02% | Add +134.0% | 125,296 | $10.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.06% | Reduce -5.9% | 124,800 | $10.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.2% | 123,416 | $10.2M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -6.8% | 122,929 | $10.2M |
| Mutual Advisors, LLC | 0.22% | Add +0.2% | 122,833 | $10.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -0.9% | 116,939 | $9.7M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -8.4% | 114,661 | $9.6M |
| Cibc World Markets Corp. | 0.05% | — | 115,456 | $9.6M |
| B&I Capital AG | 3.38% | Add +11.4% | 114,720 | $9.5M |
| Credit Agricole S A | 0.03% | Reduce -17.7% | 110,920 | $9.2M |
| Nippon Life Global Investors Americas, Inc. | 0.38% | Reduce -28.4% | 108,430 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -8.5% | 106,046 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.3% | 105,361 | $8.7M |
| Wellington Management Group LLP | 0.00% | Reduce -58.2% | 104,127 | $8.6M |
| IFM Investors Pty Ltd | 0.07% | Add +0.0% | 103,620 | $8.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.07% | Add +2.2% | 102,616 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.9% | 101,096 | $8.4M |
| State of Tennessee, Department of Treasury | 0.03% | Add +48.8% | 90,289 | $8.3M |
| NEOS Investment Management LLC | 0.05% | Add +20.9% | 100,226 | $8.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Add +0.3% | 99,754 | $8.3M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -2.2% | 98,138 | $8.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.22% | Reduce -6.9% | 96,769 | $8.0M |
| UniSuper Management Pty Ltd | 0.05% | Reduce -19.5% | 95,073 | $7.9M |
| Intech Investment Management LLC | 0.07% | Add +552.6% | 94,216 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.1% | 91,418 | $7.6M |
| Vestcor Inc | 0.21% | Add +75.8% | 88,891 | $7.4M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -58.1% | 88,145 | $7.3M |
| Varma Mutual Pension Insurance Co | 0.04% | Add +7.4% | 86,938 | $7.2M |
| Polar Asset Management Partners Inc. | 0.18% | Add +313.0% | 86,400 | $7.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -8.2% | 86,310 | $7.2M |
| Foresight Capital Management Advisors, Inc. | 3.81% | Add +3.3% | 84,763 | $7.0M |
| Nomura Asset Management International Inc. | 0.01% | — | 84,223 | $7.0M |
| M&T Bank Corp | 0.02% | Add +42.0% | 83,551 | $6.9M |
| Chicago Capital, LLC | 0.17% | Reduce -1.0% | 83,162 | $6.9M |
| Nissay Asset Management Corp. /Japan | 0.04% | Add +2.7% | 82,877 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +22.2% | 82,195 | $6.8M |
| Arizona State Retirement System | 0.04% | Reduce -7.1% | 81,050 | $6.7M |
| Hourglass Capital, LLC | 1.43% | Add +136.4% | 80,060 | $6.6M |
| Van Eck Associates Corp. | 0.01% | Add +9.8% | 79,239 | $6.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.0% | 79,043 | $6.6M |
| Bank of Nova Scotia | 0.01% | Reduce -5.1% | 78,611 | $6.5M |
| Pinebridge Investments LLC | 0.05% | — | 78,410 | $6.5M |
| Czech National Bank | 0.04% | Add +3.9% | 77,942 | $6.5M |
| Allworth Financial LP | 0.03% | Reduce -55.1% | 77,827 | $6.5M |
| Salem Investment Counselors Inc. | 0.18% | Add +0.3% | 77,478 | $6.4M |
| State of Michigan Retirement System | 0.03% | Reduce -3.1% | 77,346 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +12.1% | 75,680 | $6.3M |
| Public Sector Pension Investment Board | 0.02% | Add +18.2% | 75,247 | $6.2M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -39.1% | 74,617 | $6.2M |
| Eurizon Capital SGR S.p.A. | 0.02% | — | 74,091 | $6.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Add +698.5% | 73,824 | $6.1M |
| Easterly Investment Partners LLC | 0.37% | New | 73,516 | $6.1M |
| &partners | 0.03% | Add +229.9% | 73,371 | $6.1M |
| Azimuth Capital Investment Management LLC | 0.21% | Add +3.8% | 71,985 | $6.0M |
| CIBC Asset Management Inc | 0.01% | Add +68.0% | 71,901 | $6.0M |
| Intact Investment Management Inc. | 0.17% | Add +103.4% | 71,600 | $5.9M |
| Forsta Ap-Fonden | 0.04% | No change | 70,900 | $5.9M |
| New Age Alpha Advisors, LLC | 0.25% | Reduce -3.1% | 69,891 | $5.8M |
| Nordea Investment Management AB | 0.00% | Reduce -0.7% | 67,928 | $5.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -9.1% | 67,439 | $5.6M |
| ProShare Advisors LLC | 0.01% | Add +7.6% | 66,548 | $5.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 65,941 | $5.5M |
| Lee Danner & Bass Inc. | 0.39% | Add +53.1% | 65,208 | $5.4M |
| MML Investors Services, LLC | 0.01% | Reduce -2.6% | 65,167 | $5.4M |
| Raiffeisen Bank International AG | 0.07% | Add +18.0% | 64,516 | $5.4M |
| USS Investment Management Ltd | 0.03% | Add +7.9% | 64,572 | $5.4M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | — | 63,474 | $5.3M |
| Woodstock Corp. | 0.45% | Add +1.1% | 63,717 | $5.3M |
| Mariner, LLC | 0.01% | Add +34.9% | 63,335 | $5.3M |
| Ieq Capital, LLC | 0.02% | Add +1933.7% | 63,064 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +21.9% | 61,911 | $5.1M |
| Swiss Life Asset Management Ltd | 0.03% | Add +10.7% | 61,348 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.9% | 61,194 | $5.1M |
| Candriam S.C.A. | 0.03% | Add +3.5% | 61,143 | $5.1M |
| ASR Vermogensbeheer N.V. | 0.06% | Reduce -17.0% | 60,759 | $5.0M |
| Voya Investment Management LLC | 0.01% | Reduce -6.8% | 58,350 | $4.8M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -3.1% | 57,698 | $4.8M |
| Man Group plc | 0.01% | Add +371.9% | 57,346 | $4.8M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.04% | — | 57,150 | $4.7M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | Reduce -15.8% | 56,078 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.3% | 54,584 | $4.6M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Reduce -5.8% | 55,764 | $4.6M |
| Amalgamated Bank | 0.03% | Reduce -2.0% | 54,985 | $4.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -1.4% | 54,151 | $4.5M |
| Reaves W H & Co. Inc. | 0.08% | New | 53,900 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -64.2% | 53,683 | $4.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +23.3% | 52,269 | $4.3M |
| Werlinich Asset Management, LLC | 2.13% | Add +0.2% | 51,907 | $4.3M |
| Nia Impact Advisors, LLC | 1.45% | Reduce -2.2% | 51,974 | $4.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | New | 51,326 | $4.3M |
| First National Trust Co | 0.14% | Add +0.1% | 51,263 | $4.3M |
| QRG Capital Management, Inc. | 0.05% | Reduce -19.8% | 50,921 | $4.2M |
| Woodline Partners LP | 0.02% | Add +29.3% | 50,353 | $4.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +10.8% | 50,087 | $4.2M |
| Xponance LLC | 0.03% | Add +5.9% | 48,894 | $4.1M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -18.5% | 48,865 | $4.1M |
| Utah Retirement Systems | 0.04% | No change | 48,479 | $4.0M |
| Ethic Inc. | 0.06% | Reduce -0.9% | 48,277 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +25.7% | 48,012 | $4.0M |
| Sora Investors LLC | 0.34% | Reduce -52.8% | 47,345 | $3.9M |
| RB Capital Management, LLC | 0.83% | Add +1.0% | 47,216 | $3.9M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -67.6% | 47,137 | $3.9M |
| Burney Co./ | 0.12% | Reduce -6.0% | 46,647 | $3.9M |
| Thompson Siegel & Walmsley LLC | 0.06% | Reduce -46.4% | 46,300 | $3.8M |
| Royal Fund Management, LLC | 0.35% | Add +236.1% | 46,030 | $3.8M |
| Twinbeech Capital LP | 0.27% | New | 45,900 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.6% | 45,891 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -10.1% | 41,206 | $3.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -4.8% | 44,950 | $3.7M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +13.1% | 44,142 | $3.7M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.3% | 43,058 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.3% | 42,875 | $3.6M |
| Moors & Cabot, Inc. | 0.15% | Reduce -4.0% | 42,429 | $3.5M |
| Holderness Investments Co. | 0.69% | Reduce -1.7% | 40,724 | $3.4M |
| Trinity Legacy Partners, LLC | 0.75% | Add +2.1% | 39,506 | $3.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +45.3% | 39,394 | $3.3M |
| WealthTrust Axiom LLC | 0.84% | Reduce -7.1% | 39,347 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -44.8% | 38,822 | $3.2M |
| Rakuten Investment Management, Inc. | 0.01% | Add +27.1% | 38,874 | $3.2M |
| FIL Ltd | 0.00% | Add +805.8% | 38,714 | $3.2M |
| Gotham Asset Management | 0.01% | Reduce -54.1% | 38,547 | $3.2M |
| Pensionfund PDN | 2.10% | No change | 38,500 | $3.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -3.8% | 38,219 | $3.2M |
| Janus Henderson Group PLC | 0.00% | Add +1.6% | 38,032 | $3.2M |
| Ranch Capital Advisors Inc. | 1.16% | Add +2.4% | 37,639 | $3.1M |
| Spirit of America Management Corp. | 0.67% | Reduce -2.8% | 37,850 | $3.1M |
| Vectors Research Management, LLC | 0.95% | Reduce -9.5% | 37,625 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -17.8% | 36,944 | $3.1M |
| American Trust Investment Advisors, LLC | 1.62% | Add +0.8% | 36,624 | $3.0M |
| Fieldview Capital Management, LLC | 0.51% | Add +20.4% | 36,518 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +28.4% | 35,876 | $3.0M |
| Venture Visionary Partners LLC | 0.10% | Add +7.8% | 35,762 | $3.0M |
| Allianz Asset Management GmbH | 0.00% | Reduce -18.3% | 35,364 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.4% | 34,770 | $2.9M |
| Waverly Advisors, LLC | 0.02% | Add +1.3% | 34,422 | $2.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -69.7% | 33,891 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.04% | No change | 33,789 | $2.8M |
| OP Asset Management Ltd | 0.03% | Add +0.9% | 32,917 | $2.7M |
| Mackenzie Financial Corp. | 0.00% | Add +6.3% | 32,751 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +9.3% | 32,649 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -12.6% | 32,448 | $2.7M |
| Smithfield Trust Co | 0.12% | Reduce -0.8% | 32,179 | $2.7M |
| Norinchukin Bank, The | 0.03% | Add +2.3% | 31,811 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -0.9% | 31,737 | $2.6M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Add +6.2% | 31,649 | $2.6M |
| Prana Capital Management, LP | 0.09% | Add +200.1% | 31,092 | $2.6M |
| One Capital Management, LLC | 0.08% | Reduce -3.6% | 30,505 | $2.5M |
| Uniplan Investment Counsel, Inc. | 0.26% | New | 30,327 | $2.5M |
| Buckland Partners Management Co LLC | 1.39% | — | 30,000 | $2.5M |
| Tredje AP-fonden | 0.02% | Reduce -3.9% | 30,081 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.13% | Reduce -12.8% | 29,850 | $2.5M |
| Bessemer Group Inc. | 0.00% | Add +216.6% | 28,651 | $2.4M |
| Dumont & Blake Investment Advisors LLC | 0.57% | Reduce -4.3% | 28,597 | $2.4M |
| Siemens Fonds Invest GmbH | 0.13% | Reduce -27.2% | 28,370 | $2.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 28,336 | $2.4M |
| Heritage Trust Co | 0.23% | Add +31.4% | 27,806 | $2.3M |
| Courier Capital LLC | 0.13% | Reduce -10.0% | 27,610 | $2.3M |
| Aurora Investment Counsel | 1.20% | Add +4.8% | 27,420 | $2.3M |
| Sage Capital Management, LLC | 1.04% | Reduce -6.8% | 27,210 | $2.3M |
| Independent Advisor Alliance | 0.05% | Add +0.2% | 26,767 | $2.2M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -10.6% | 26,499 | $2.2M |
| Agf Management Ltd. | 0.01% | Add +18.3% | 26,236 | $2.2M |
| Lido Advisors, LLC | 0.01% | Add +3.5% | 21,215 | $2.1M |
| Shelton Capital Management | 0.04% | No change | 25,663 | $2.1M |
| PFG Investments, LLC | 0.10% | Add +5.8% | 25,306 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.5% | 25,126 | $2.1M |
| Investment Management Corp of Ontario | 0.03% | Add +79.7% | 24,989 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -6.8% | 24,427 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 24,272 | $2.0M |
| Wolverine Asset Management LLC | 0.12% | No change | 23,832 | $2.0M |
| Pasadena Private Wealth, LLC | 0.27% | New | 23,564 | $2.0M |
| Inceptionr LLC | 0.54% | Add +84.8% | 23,512 | $2.0M |
| Westpac Banking Corp. | 0.12% | Add +26.6% | 23,370 | $1.9M |
| Sippican Capital Advisors | 1.24% | Reduce -1.1% | 23,277 | $1.9M |
| Nepsis Inc. | 0.59% | Reduce -3.6% | 23,088 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.7% | 23,074 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +27.4% | 23,018 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 22,954 | $1.9M |
| CoreFirst Bank & Trust | 1.02% | Reduce -5.2% | 22,839 | $1.9M |
| Fifth Third Bancorp | 0.01% | Add +2.8% | 22,790 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.40% | Reduce -6.8% | 22,723 | $1.9M |
| Avanza Fonder AB | 0.05% | No change | 22,699 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -2.5% | 22,467 | $1.9M |
| Allstate Corp. | 0.03% | Add +105.1% | 22,427 | $1.9M |
| Mizuho Securities USA LLC | 0.03% | Add +0.1% | 21,523 | $1.9M |
| HighPoint Advisor Group LLC | 0.04% | Add +36.4% | 22,402 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.3% | 22,382 | $1.9M |
| Tudor Investment Corporation | 0.01% | New | 22,190 | $1.8M |
| Ancora Advisors LLC | 0.04% | Reduce -1.8% | 22,048 | $1.8M |
| F/m Investments LLC | 0.07% | Reduce -4.7% | 22,020 | $1.8M |
| AG2R La Mondiale Gestion D'actifs | 0.08% | Add +33.8% | 21,856 | $1.8M |
| IMC-Chicago, LLC | 0.03% | Add +48.2% | 21,647 | $1.8M |
| Cwm, LLC | 0.00% | Add +84.1% | 21,611 | $1.8M |
| KCM Investment Advisors LLC | 0.06% | Reduce -0.1% | 21,310 | $1.8M |
| Fiduciary Trust Co | 0.02% | Reduce -0.4% | 21,238 | $1.8M |
| Erste Asset Management GmbH | 0.01% | Reduce -6.6% | 20,900 | $1.7M |
| Praxis Investment Management Inc. | 0.10% | No change | 20,717 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Add +3.7% | 20,670 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Reduce -12.9% | 20,396 | $1.7M |
| Meridian Wealth Advisors, LLC | 0.23% | New | 20,314 | $1.7M |
| Gables Capital Management Inc. | 0.71% | Reduce -2.4% | 20,292 | $1.7M |
| Tema ETFs LLC | 0.13% | Reduce -10.3% | 20,099 | $1.7M |
| Naviter Wealth, LLC | 0.22% | Reduce -14.0% | 19,794 | $1.7M |
| Inspire Trust Co, N.A. | 0.27% | No change | 20,000 | $1.7M |
| Corrado Advisors, LLC | 0.83% | Add +0.6% | 19,856 | $1.6M |
| MASTERINVEST Kapitalanlage GmbH | 0.16% | No change | 19,717 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +17.6% | 19,732 | $1.6M |
| Cascade Investment Group, Inc. | 1.06% | Reduce -6.1% | 19,231 | $1.6M |
| DoubleLine ETF Adviser LP | 0.47% | Add +3.8% | 19,075 | $1.6M |
| Kentucky Trust Co | 0.84% | Reduce -1.1% | 19,065 | $1.6M |
| Pensionfund Sabic | 0.42% | Add +3.9% | 18,800 | $1.6M |
| Flputnam Investment Management Co. | 0.02% | Reduce -0.2% | 18,706 | $1.6M |
| RFG Advisory, LLC | 0.03% | Reduce -1.2% | 18,531 | $1.5M |
| Kentucky Retirement Systems | 0.04% | No change | 18,420 | $1.5M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -5.4% | 18,405 | $1.5M |
| Osmosis Investment Management UK Ltd | 0.04% | — | 17,530 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -4.1% | 17,394 | $1.4M |
| Trust Investment Advisors | 0.76% | Reduce -0.1% | 17,311 | $1.4M |
| MAI Capital Management | 0.01% | Add +99.5% | 17,290 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -11.6% | 17,260 | $1.4M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.3% | 17,080 | $1.4M |
| Madison Asset Management, LLC | 0.02% | Reduce -5.1% | 17,052 | $1.4M |
| Capital Financial Group Inc\co\ | 0.79% | — | 16,995 | $1.4M |
| Claro Advisors Inc. | 0.19% | Add +1.9% | 16,515 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -8.2% | 30,857 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +0.2% | 16,329 | $1.4M |
| Abn Amro Investment Solutions | 0.02% | Add +234.8% | 16,217 | $1.3M |
| Commerce Bank | 0.01% | Reduce -0.0% | 16,184 | $1.3M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +6.7% | 16,028 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +1.1% | 16,019 | $1.3M |
| King Luther Capital Management Corp. | 0.01% | Reduce -1.7% | 15,929 | $1.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +6.6% | 15,697 | $1.3M |
| Community Bank of Raymore | 0.86% | Add +6.7% | 15,241 | $1.3M |
| Stevens Capital Management LP | 0.44% | New | 15,214 | $1.3M |
| One Charles Private Wealth Services, LLC | 0.33% | Reduce -1.3% | 15,174 | $1.3M |
| LDR Capital Management LLC | 2.73% | Add +36.9% | 15,160 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.6% | 15,100 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +1.5% | 14,981 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.1% | 14,729 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.04% | Add +1.1% | 14,849 | $1.2M |
| Nomura Holdings Inc. | 0.00% | Reduce -0.8% | 14,831 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.4% | 14,452 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 14,259 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -1.9% | 14,149 | $1.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Reduce -3.6% | 14,044 | $1.2M |
| Roman Butler Fullerton & Co. | 0.31% | Reduce -3.6% | 12,382 | $1.2M |
| World Investment Advisors | 0.02% | Add +24.0% | 13,880 | $1.2M |
| New Mexico Educational Retirement Board | 0.03% | Add +3.8% | 13,840 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +90.9% | 13,742 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | Add +15.3% | 13,702 | $1.1M |
| Metis Global Partners, LLC | 0.03% | Reduce -5.8% | 13,530 | $1.1M |
| Texas Yale Capital Corp. | 0.03% | Add +162.0% | 13,505 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | No change | 13,255 | $1.1M |
| Natixis | 0.00% | Reduce -67.3% | 13,372 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +1.6% | 13,201 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Add +86.3% | 13,109 | $1.1M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 13,089 | $1.1M |
| Highline Wealth Partners LLC | 0.30% | Reduce -15.2% | 12,891 | $1.1M |
| Chesley Taft & Associates LLC | 0.04% | Add +11.0% | 12,737 | $1.1M |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 12,703 | $1.1M |
| Ossiam | 0.02% | Add +100.5% | 12,649 | $1.0M |
| HM Payson & Co. | 0.01% | No change | 12,526 | $1.0M |
| Reik & Co., LLC | 0.28% | Reduce -10.7% | 12,480 | $1.0M |
| Comprehensive Money Management Services LLC | 0.71% | Reduce -8.8% | 12,360 | $1.0M |
| Wiregrass Investment Management LLC | 0.85% | — | 12,284 | $1.0M |
| Assenagon Asset Management S.A. | 0.00% | Add +4.1% | 12,202 | $1.0M |
| MUFG Securities EMEA plc | 0.01% | Add +114.4% | 12,122 | $1.0M |
| Widmann Financial Services, Inc. | 0.61% | No change | 12,110 | $1.0M |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +1.5% | 12,034 | $998K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 12,009 | $996K |
| Abbot Financial Management, Inc. | 0.41% | Add +2.8% | 11,877 | $985K |
| EP Wealth Advisors, LLC | 0.01% | — | 11,863 | $984K |
| Choreo, LLC | 0.01% | Reduce -14.7% | 11,800 | $984K |
| HB Wealth Management, LLC | 0.01% | Reduce -10.3% | 11,827 | $981K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -43.1% | 11,791 | $978K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | New | 10,200 | $977K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +86.1% | 11,764 | $976K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.5% | 11,724 | $972K |
| Kessler Investment Group, LLC | 0.41% | Reduce -0.5% | 11,703 | $971K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -61.2% | 11,697 | $970K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.1% | 11,685 | $969K |
| Kintegral Advisory, LLC | 0.08% | Reduce -2.7% | 11,528 | $966K |
| Ullmann Wealth Partners Group, LLC | 0.10% | Add +0.6% | 9,356 | $963K |
| Delta Capital Management LLC | 0.55% | No change | 11,610 | $963K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -9.6% | 11,509 | $955K |
| Spire Wealth Management | 0.03% | Reduce -18.0% | 11,473 | $952K |
| Bleakley Financial Group, LLC | 0.02% | Add +6.6% | 11,403 | $946K |
| Retirement Planning Co of New England, Inc. | 0.38% | Reduce -0.5% | 11,308 | $938K |
| Burling Wealth Partners, LLC | 0.15% | Reduce -1.1% | 11,268 | $935K |
| Crestwood Advisors Group, LLC | 0.02% | Add +230.3% | 11,243 | $933K |
| Coppell Advisory Solutions LLC | 0.09% | Add +0.6% | 11,071 | $923K |
| Truvestments Capital LLC | 0.17% | Reduce -3.4% | 11,109 | $922K |
| Level Four Advisory Services, LLC | 0.03% | Add +6.9% | 11,043 | $916K |
| Cynosure Group, LLC | 0.09% | Add +134.1% | 11,000 | $912K |
| Glenview Trust Co | 0.01% | No change | 11,000 | $912K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -7.7% | 10,876 | $902K |
| J.M. Arbour, LLC | 0.90% | — | 10,860 | $901K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -66.8% | 10,812 | $897K |
| Moody National Bank Trust Division | 0.09% | Reduce -42.9% | 10,812 | $897K |
| Ingalls & Snyder LLC | 0.03% | Reduce -0.1% | 10,745 | $891K |
| Wellington Shields & Co., LLC | 0.22% | No change | 10,643 | $883K |
| Unifi Asset Management LP | 0.95% | — | 10,593 | $879K |
| Beacon Financial Advisory LLC | 0.20% | Reduce -23.8% | 10,543 | $875K |
| EntryPoint Capital, LLC | 0.34% | New | 10,503 | $871K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 10,475 | $869K |
| Leonteq Securities AG | 0.05% | Add +302.3% | 10,467 | $868K |
| Schroder Investment Management Group | 0.00% | Reduce -20.3% | 10,430 | $865K |
| Glenmede Trust Co. NA | 0.00% | — | 10,408 | $863K |
| Plimoth Trust Co. LLC | 0.19% | No change | 10,328 | $857K |
| Guardian Asset Advisors, LLC | 0.44% | Reduce -2.8% | 10,225 | $848K |
| Oddo BHF Asset Management Sas | 0.03% | Reduce -18.0% | 10,064 | $835K |
| North Dakota State Investment Board | 0.03% | — | 10,059 | $834K |
| Farther Finance Advisors, LLC | 0.01% | Add +55.0% | 10,026 | $832K |
| Smith Group Asset Management, LLC | 0.04% | No change | 10,000 | $830K |
| Munich Reinsurance Co Stock Corp in Munich | 0.02% | New | 9,791 | $816K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.2% | 9,749 | $809K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -0.5% | 9,639 | $800K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +13.6% | 9,584 | $795K |
| Beacon Investment Advisors LLC | 0.32% | Reduce -2.3% | 9,570 | $794K |
| DAVENPORT & Co LLC | 0.00% | Add +1.1% | 9,479 | $787K |
| Atwood & Palmer Inc. | 0.04% | Add +0.1% | 9,464 | $785K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.3% | 9,445 | $783K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Reduce -19.4% | 9,440 | $783K |
| Verus Capital Partners, LLC | 0.05% | Add +0.3% | 9,434 | $783K |
| Havemeyer Place LP | 0.15% | — | 9,388 | $779K |
| Denali Advisors LLC | 0.09% | Add +0.8% | 9,321 | $773K |
| Independent Financial Group, LLC | 0.02% | No change | 9,316 | $773K |
| Advisors Capital Management, LLC | 0.01% | Add +72.0% | 9,314 | $773K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -48.8% | 8,037 | $771K |
| Wedbush Securities Inc. | 0.02% | Add +12.6% | 9,294 | $771K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -8.3% | 9,273 | $769K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -2.0% | 9,269 | $769K |
| V-Square Quantitative Management LLC | 0.08% | New | 9,178 | $761K |
| Compound Planning, Inc. | 0.02% | Add +121.7% | 9,018 | $748K |
| Founders Financial Alliance, LLC | 0.14% | Add +0.2% | 8,977 | $745K |
| Future Financial Wealth Managment LLC | 0.50% | Reduce -4.1% | 8,056 | $744K |
| Savant Capital, LLC | 0.00% | Reduce -4.8% | 8,949 | $742K |
| Arista Wealth Management, LLC | 0.09% | Reduce -28.1% | 8,845 | $734K |
| Mechanics Bank Trust Department | 0.10% | Add +73.4% | 8,829 | $732K |
| Greenleaf Trust | 0.01% | Reduce -3.2% | 8,693 | $721K |
| Herold Advisors, Inc. | 0.16% | No change | 8,650 | $718K |
| Callan Family Office, LLC | 0.02% | Add +42.1% | 8,622 | $715K |
| Vident Advisory, LLC | 0.01% | Reduce -10.8% | 8,522 | $707K |
| Bramshill Investments, LLC | 0.04% | Add +0.7% | 8,296 | $688K |
| AE Wealth Management LLC | 0.00% | Reduce -39.2% | 8,245 | $684K |
| Rik Saylor Financial, Inc. | 0.50% | Reduce -0.6% | 8,166 | $677K |
| Strait & Sound Wealth Management LLC | 0.25% | Reduce -14.6% | 8,127 | $674K |
| Colonial River Investments, LLC | 0.24% | Reduce -5.4% | 8,086 | $671K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -23.3% | 8,086 | $671K |
| Securian Asset Management, Inc. | 0.03% | Reduce -43.4% | 8,037 | $667K |
| RNC Capital Management LLC | 0.03% | No change | 8,000 | $664K |
| Mufg Securities Americas Inc. | 0.04% | Reduce -0.0% | 7,963 | $661K |
| Bailard, Inc. | 0.01% | Reduce -0.1% | 7,942 | $659K |
| Keating Financial Advisory Services, Inc. | 0.09% | — | 7,885 | $654K |
| Archer Investment Corp | 0.15% | No change | 7,800 | $647K |
| Independence Bank of Kentucky | 0.08% | Add +0.3% | 7,749 | $643K |
| Mindset Wealth Management, LLC | 0.17% | Add +5.2% | 7,748 | $643K |
| Arkadios Wealth Advisors | 0.01% | Add +136.4% | 7,748 | $643K |
| Empowered Funds, LLC | 0.01% | Reduce -7.4% | 7,725 | $641K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | No change | 7,721 | $640K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -7.2% | 7,610 | $638K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -1.2% | 7,648 | $634K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +3.0% | 7,648 | $634K |
| Prospera Financial Services Inc | 0.01% | Add +28.9% | 7,630 | $633K |
| Ascent Group, LLC | 0.02% | Add +2.6% | 7,628 | $633K |
| Mathes Company, Inc. | 0.22% | No change | 7,550 | $626K |
| Harbour Investments, Inc. | 0.01% | Reduce -19.3% | 7,422 | $616K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +34.2% | 7,411 | $615K |
| Princeton Capital Management LLC | 0.16% | No change | 7,401 | $614K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.5% | 7,317 | $607K |
| Centaurus Financial, Inc. | 0.03% | Add +2.8% | 7,215 | $599K |
| Mgo One Seven LLC | 0.01% | Add +1.4% | 7,169 | $595K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -2.1% | 7,095 | $595K |
| Chicago Partners Investment Group LLC | 0.01% | Add +18.2% | 6,316 | $591K |
| TBH Global Asset Management, LLC | 0.10% | Reduce -0.5% | 7,118 | $590K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -5.1% | 7,011 | $582K |
| Fiduciary Group, LLC | 0.05% | No change | 7,000 | $581K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -22.7% | 6,971 | $578K |
| Cresset Asset Management, LLC | 0.00% | Add +76.4% | 6,711 | $562K |
| Summit Financial, LLC | 0.01% | Reduce -43.0% | 6,680 | $560K |
| Ballentine Partners, LLC | 0.01% | Reduce -8.4% | 6,556 | $544K |
| CX Institutional | 0.02% | Reduce -41.8% | 6,546 | $543K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -14.8% | 6,538 | $542K |
| AlphaGrep UK Ltd | 0.18% | — | 6,538 | $542K |
| Measured Wealth Private Client Group, LLC | 0.14% | Reduce -16.7% | 6,525 | $541K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -11.7% | 6,516 | $540K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -6.3% | 6,513 | $540K |
| HUB Investment Partners, LLC | 0.01% | Reduce -45.0% | 6,473 | $537K |
| Canada Post Corp Registered Pension Plan | 0.02% | Add +32.1% | 6,457 | $536K |
| Guggenheim Capital LLC | 0.00% | Reduce -42.1% | 6,404 | $531K |
| Columbia Asset Management | 0.09% | No change | 6,392 | $530K |
| Huntington National Bank | 0.00% | Add +11.1% | 6,348 | $527K |
| Ascentis Independent Advisors | 0.08% | Reduce -1.5% | 6,341 | $526K |
| Group One Trading LLC | 0.02% | Reduce -33.6% | 6,294 | $522K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -0.6% | 6,292 | $522K |
| Integrated Advisors Network LLC | 0.02% | Reduce -15.6% | 6,238 | $517K |
| Advisory Advocates, LLC | 0.51% | — | 6,145 | $510K |
| Essex Financial Services, Inc. | 0.03% | Reduce -22.2% | 6,108 | $507K |
| Quadrant Capital Group LLC | 0.02% | Reduce -8.0% | 6,073 | $504K |
| Sheets Smith Wealth Management | 0.05% | Add +1.3% | 5,988 | $497K |
| Evergreen Capital Management LLC | 0.01% | Add +75.2% | 5,835 | $488K |
| West Wealth Group, LLC | 0.10% | Add +5.4% | 5,850 | $485K |
| Pinnacle Family Advisors, LLC | 0.21% | Add +0.4% | 5,849 | $485K |
| Somerset Trust Co | 0.15% | Add +0.7% | 5,827 | $483K |
| Principal Securities, Inc. | 0.01% | Add +4.7% | 5,812 | $482K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -35.9% | 5,765 | $478K |
| D. E. Shaw & Co. | 0.00% | Reduce -96.0% | 5,756 | $477K |
| Entropy Technologies, LP | 0.03% | New | 5,614 | $466K |
| Signaturefd, LLC | 0.01% | Reduce -1.9% | 5,605 | $465K |
| WASHINGTON TRUST Co | 0.02% | No change | 5,586 | $463K |
| Garden State Investment Advisory Services LLC | 0.11% | No change | 5,505 | $461K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -2.8% | 5,551 | $460K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.2% | 5,494 | $456K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 5,387 | $447K |
| Aprio Wealth Management, LLC | 0.03% | Add +110.9% | 5,385 | $447K |
| Financial Management Professionals, Inc. | 0.05% | Reduce -0.1% | 5,265 | $441K |
| PEAK6 LLC | 0.01% | New | 5,317 | $441K |
| Simplicity Wealth,LLC | 0.03% | New | 5,294 | $439K |
| Valued Retirements, Inc. | 0.42% | No change | 5,190 | $431K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.2% | 5,159 | $428K |
| Syon Capital LLC | 0.02% | Add +30.8% | 5,105 | $423K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.2% | 5,095 | $423K |
| Kapstone Financial Advisors LLC | 0.21% | Reduce -1.9% | 5,095 | $423K |
| Profund Advisors LLC | 0.01% | Add +18.6% | 5,087 | $422K |
| Prudential PLC | 0.00% | Reduce -93.5% | 5,066 | $420K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -3.1% | 5,065 | $420K |
| Cfo Capital Management LLC | 0.31% | — | 5,039 | $418K |
| Estabrook Capital Management | 0.06% | Reduce -5.8% | 5,025 | $417K |
| NorthStar Asset Management LLC | 0.19% | No change | 5,015 | $416K |
| Brooklyn Investment Group | 0.02% | Add +60.9% | 4,987 | $412K |
| M&G PLC | 0.00% | New | 4,963 | $412K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,939 | $410K |
| Smith Asset Management Co., LLC | 0.34% | Reduce -5.6% | 4,921 | $408K |
| GF Fund Management Co. LTD. | 0.01% | Add +1.1% | 4,894 | $406K |
| Curi Capital, LLC | 0.01% | Add +8.8% | 4,809 | $403K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -28.2% | 4,795 | $398K |
| Welch Group, LLC | 0.02% | Add +5.5% | 4,781 | $397K |
| Lighthouse Investment Partners, LLC | 0.01% | Reduce -92.4% | 4,780 | $397K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -4.3% | 4,757 | $395K |
| Carnegie Investment Counsel | 0.01% | Add +100.0% | 4,755 | $394K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -18.1% | 4,755 | $394K |
| Atlas Capital Advisors Inc. | 0.04% | — | 4,742 | $393K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 4,692 | $389K |
| Norden Group LLC | 0.04% | New | 4,681 | $388K |
| Horizon Investments, LLC | 0.00% | Add +3.2% | 4,680 | $388K |
| Prelude Capital Management, LLC | 0.03% | New | 4,674 | $388K |
| JB Capital LLC | 0.02% | New | 4,671 | $387K |
| American Institute for Advanced Investment Management, LLP | 0.25% | Reduce -42.1% | 4,670 | $387K |
| Arax Advisory Partners | 0.01% | Reduce -45.5% | 4,624 | $384K |
| DRW Securities, LLC | 0.03% | Reduce -68.0% | 4,607 | $382K |
| Augustine Asset Management Inc. | 0.08% | Reduce -4.3% | 4,596 | $381K |
| Integrity Alliance, Llc. | 0.01% | Reduce -6.8% | 4,545 | $377K |
| GAMMA Investing LLC | 0.02% | Reduce -30.3% | 4,530 | $376K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -41.2% | 4,521 | $375K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.4% | 4,503 | $374K |
| Essex Bank | 0.08% | No change | 4,495 | $373K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.5% | 4,461 | $370K |
| Gsa Capital Partners LLP | 0.03% | New | 4,456 | $370K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -0.4% | 4,453 | $369K |
| Quest Investment Management LLC | 0.04% | Add +0.2% | 4,428 | $367K |
| TD Private Client Wealth LLC | 0.01% | Reduce -7.0% | 4,422 | $367K |
| Fiduciary Family Office, LLC | 0.10% | Reduce -49.8% | 4,362 | $362K |
| Ameliora Wealth Management Ltd. | 0.11% | No change | 4,350 | $361K |
| Assetmark, Inc. | 0.00% | Add +49.7% | 4,340 | $360K |
| Aspen Investment Management Inc | 0.11% | Reduce -4.3% | 4,342 | $360K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 4,335 | $360K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -0.5% | 4,291 | $356K |
| Hilltop Holdings Inc. | 0.02% | Reduce -5.3% | 4,281 | $355K |
| BCO Wealth Management LLC | 0.22% | No change | 4,275 | $355K |
| Ellevest, Inc. | 0.05% | Reduce -27.2% | 4,250 | $353K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +43.6% | 4,205 | $352K |
| Howland Capital Management LLC | 0.01% | Add +53.1% | 4,174 | $350K |
| Fisher Asset Management | 0.00% | Reduce -8.3% | 4,216 | $350K |
| Outlook Wealth Advisors, LLC | 0.08% | Reduce -40.8% | 4,215 | $350K |
| Wellington Grp LLC | 0.12% | — | 4,189 | $347K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.4% | 4,159 | $345K |
| Hilton Head Capital Partners, LLC | 0.20% | — | 4,120 | $342K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 4,120 | $342K |
| BDFS Capital LLC | 0.17% | — | 4,061 | $340K |
| Alliance Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 4,086 | $339K |
| Disciplined Equity Management, Inc. | 0.18% | No change | 4,085 | $339K |
| Putney Financial Group LLC | 0.32% | Reduce -6.4% | 4,079 | $338K |
| SFG Wealth Management, LLC. | 0.13% | No change | 4,063 | $337K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -20.5% | 4,063 | $337K |
| Natural Investments, LLC | 0.08% | Add +13.2% | 4,053 | $336K |
| Pension & Wealth Management Advisors, Inc. | 0.10% | New | 4,050 | $336K |
| Axis Wealth Partners, LLC | 0.18% | Reduce -0.2% | 4,031 | $334K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -20.3% | 4,023 | $334K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -0.5% | 4,014 | $333K |
| Strategic Financial Concepts, LLC | 0.30% | New | 4,000 | $332K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.3% | 4,000 | $332K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -4.4% | 3,967 | $329K |
| Bogart Wealth, LLC | 0.01% | Add +0.2% | 3,919 | $325K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.1% | 3,907 | $324K |
| Capstone Investment Advisors, LLC | 0.00% | New | 3,901 | $324K |
| Capital Square, LLC | 0.16% | Add +5.6% | 3,868 | $321K |
| Stephens Inc. | 0.00% | Reduce -8.3% | 3,845 | $319K |
| Park National Corp. | 0.01% | No change | 3,838 | $318K |
| Ledgewood Wealth Advisors, LLC | 0.18% | No change | 3,806 | $316K |
| Equitable Holdings, Inc. | 0.00% | Reduce -41.6% | 3,801 | $315K |
| Sculati Wealth Management, LLC | 0.11% | Reduce -0.7% | 3,795 | $315K |
| Ameritas Advisory Services, LLC | 0.01% | Add +560.7% | 3,786 | $314K |
| Secure Asset Management, LLC | 0.05% | Reduce -4.2% | 3,773 | $313K |
| Armor Investment Advisors, LLC | 0.12% | Reduce -7.1% | 3,773 | $313K |
| Krilogy Financial LLC | 0.01% | Add +43.0% | 3,308 | $310K |
| WealthCare Asset Management, LLC | 0.29% | — | 3,027 | $310K |
| Pathway Financial Advisers, LLC | 0.09% | Reduce -7.7% | 3,648 | $303K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -11.7% | 3,634 | $301K |
| Lanark Financial, Inc. | 0.02% | Reduce -19.8% | 3,626 | $301K |
| Dakota Wealth Management | 0.01% | New | 3,620 | $300K |
| Sigma Planning Corp | 0.01% | Add +5.7% | 3,605 | $299K |
| Three Magnolias Financial Advisors, LLC | 0.19% | No change | 3,600 | $299K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +5.4% | 3,596 | $298K |
| Aire Advisors, LLC | 0.05% | Add +0.8% | 3,592 | $298K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +18.3% | 3,591 | $298K |
| Cetera Trust Company, N.A | 0.16% | Reduce -2.0% | 3,585 | $297K |
| Monument Capital Management | 0.07% | Reduce -43.2% | 3,545 | $294K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,524 | $292K |
| Wedmont Private Capital | 0.01% | Add +6.0% | 3,348 | $291K |
| Long Road Investment Counsel, LLC | 0.11% | No change | 3,500 | $290K |
| Philadelphia Trust Co. | 0.02% | No change | 3,500 | $290K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -54.6% | 3,490 | $289K |
| Sivia Capital Partners, LLC | 0.06% | New | 3,451 | $286K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +30.3% | 3,445 | $286K |
| Ofi Invest Asset Management | 0.00% | New | 3,444 | $286K |
| Gaddis Premier Wealth Advisors LLC | 0.22% | — | 3,426 | $284K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +14.4% | 3,383 | $281K |
| Severin Investments, LLC | 0.25% | Reduce -7.1% | 3,377 | $280K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 3,350 | $278K |
| Composition Wealth, LLC | 0.00% | Reduce -56.9% | 3,346 | $278K |
| Kovack Advisors, Inc. | 0.01% | New | 3,339 | $277K |
| Richmond Investment Services, LLC | 0.05% | Add +0.1% | 3,325 | $276K |
| Davis R M Inc. | 0.00% | Reduce -28.1% | 3,318 | $275K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -1.7% | 3,297 | $273K |
| Destination Wealth Management | 0.01% | Add +17.9% | 3,282 | $272K |
| Foster & Motley Inc. | 0.01% | No change | 3,283 | $272K |
| Vise Technologies, Inc. | 0.01% | New | 3,270 | $271K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -50.3% | 3,248 | $271K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -2.4% | 3,236 | $268K |
| E&G Advisors, LLC | 0.06% | No change | 3,200 | $265K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -0.6% | 3,199 | $265K |
| Kavar Capital Partners Group, LLC | 0.04% | Reduce -13.7% | 3,150 | $263K |
| Fortis Capital Management LLC | 0.03% | Add +0.6% | 3,137 | $260K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.7% | 3,130 | $260K |
| Keystone Wealth Services, LLC | 0.05% | No change | 3,127 | $259K |
| IFP Advisors, Inc | 0.01% | Add +41.9% | 3,121 | $259K |
| GTS Securities LLC | 0.01% | Add +45.1% | 3,119 | $259K |
| Fortitude Family Office, LLC | 0.06% | Reduce -0.2% | 3,112 | $258K |
| American Investment Services, Inc. | 0.06% | No change | 3,103 | $257K |
| Mather Group, Llc. | 0.00% | Add +24.9% | 3,101 | $257K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.1% | 3,087 | $256K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +4.5% | 3,080 | $256K |
| Crown Wealth Group, LLC | 0.07% | Reduce -19.2% | 3,061 | $254K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | — | 3,055 | $253K |
| Montag A & Associates Inc. | 0.01% | Reduce -64.8% | 3,019 | $253K |
| Seelaus Asset Management LLC | 0.20% | Add +5.2% | 3,050 | $253K |
| Marex Group Ltd | 0.00% | New | 3,047 | $253K |
| Advisors Management Group Inc. | 0.05% | No change | 3,037 | $252K |
| Southland Equity Partners LLC | 0.05% | Reduce -2.5% | 3,018 | $250K |
| Atria Investments, Inc | 0.00% | Reduce -14.7% | 3,006 | $249K |
| IMA Advisory Services, Inc. | 0.02% | Add +0.6% | 2,972 | $249K |
| Asset Planning,Inc | 0.17% | No change | 3,000 | $249K |
| Clean Yield Group | 0.07% | Reduce -0.7% | 3,000 | $249K |
| Diversify Wealth Management, LLC | 0.01% | Add +4.0% | 2,700 | $249K |
| Perennial Investment Advisors, LLC | 0.02% | Add +3.2% | 2,988 | $248K |
| James Hambro & Partners LLP | 0.01% | No change | 2,972 | $246K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -5.3% | 2,970 | $246K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -3.0% | 2,955 | $246K |
| Lecap Asset Management Ltd. | 0.10% | New | 2,950 | $245K |
| Jefferies Financial Group Inc. | 0.00% | Add +45.9% | 2,942 | $244K |
| Acadian Asset Management LLC | 0.00% | Reduce -95.3% | 2,928 | $242K |
| StoneX Group Inc. | 0.01% | New | 2,901 | $242K |
| Cigna Investments Inc. | 0.03% | No change | 2,889 | $240K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Reduce -8.0% | 2,891 | $240K |
| Charter Oak Capital Management, LLC | 0.02% | Add +0.2% | 2,862 | $237K |
| BTC Capital Management, Inc. | 0.02% | No change | 2,861 | $237K |
| Commerzbank Aktiengesellschaft | 0.00% | Add +25.2% | 2,854 | $237K |
| Citizens Business Bank | 0.04% | Reduce -27.7% | 2,849 | $236K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.3% | 2,831 | $235K |
| Continuum Advisory, LLC | 0.02% | Add +36.3% | 2,830 | $235K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -1.5% | 2,814 | $233K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -5.8% | 2,813 | $233K |
| Jordan Park Group LLC | 0.01% | No change | 2,803 | $233K |
| Investment House LLC | 0.01% | Add +3.7% | 2,800 | $232K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | Add +3.6% | 2,799 | $232K |
| Sound Income Strategies, LLC | 0.01% | Add +117.5% | 2,414 | $232K |
| Mission Wealth Management, LP | 0.00% | Reduce -14.4% | 2,786 | $231K |
| SVB Wealth LLC | 0.01% | Add +2.0% | 2,785 | $231K |
| Duncan Williams Asset Management, LLC | 0.06% | Add +1.6% | 2,562 | $231K |
| Palacios Wealth Management, LLC | 0.17% | No change | 2,755 | $229K |
| Diversified Enterprises, LLC | 0.01% | New | 2,747 | $228K |
| Sowell Financial Services LLC | 0.01% | Reduce -10.0% | 2,744 | $228K |
| Savvy Advisors, Inc. | 0.01% | Reduce -0.7% | 2,743 | $228K |
| Cooper Financial Group | 0.02% | Reduce -14.9% | 2,728 | $226K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 2,712 | $225K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.1% | 2,702 | $224K |
| Allen Investment Management, LLC | 0.00% | No change | 2,696 | $224K |
| Keybank National Association | 0.00% | Reduce -9.1% | 2,695 | $224K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,692 | $223K |
| Keystone Financial Group | 0.02% | Reduce -27.2% | 2,679 | $222K |
| Walker Asset Management, LLC | 0.12% | Add +0.8% | 2,665 | $221K |
| Patton Fund Management, Inc. | 0.03% | Add +6.1% | 2,663 | $221K |
| Aberdeen Wealth Management LLC | 0.10% | No change | 2,645 | $219K |
| Nwam LLC | 0.01% | Reduce -4.1% | 2,481 | $219K |
| Samalin Investment Counsel, LLC | 0.08% | Add +0.6% | 2,578 | $214K |
| Csenge Advisory Group | 0.01% | Reduce -3.9% | 2,542 | $211K |
| Centerpoint Advisory Group | 0.16% | No change | 2,535 | $210K |
| Segment Wealth Management, LLC | 0.01% | No change | 2,534 | $210K |
| Personal Cfo Solutions, LLC | 0.03% | Add +3.2% | 2,528 | $210K |
| Bayforest Capital Ltd | 0.15% | Add +100.4% | 2,477 | $205K |
| Spirepoint Private Client, LLC | 0.02% | Add +2.9% | 2,455 | $204K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | Add +15.1% | 2,449 | $203K |
| Simplex Trading, LLC | 0.01% | New | 2,357 | $196K |
| Heritage Wealth Advisors | 0.01% | No change | 2,222 | $184K |
| Brown Brothers Harriman & Co. | 0.00% | Add +24.6% | 2,094 | $174K |
| SJS Investment Consulting Inc. | 0.02% | Add +2.7% | 2,093 | $174K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.2% | 2,080 | $173K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.9% | 2,080 | $173K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.6% | 2,069 | $172K |
| Private Trust Co. NA | 0.01% | Reduce -12.7% | 2,025 | $168K |
| Financial Perspectives, Inc | 0.04% | No change | 2,000 | $166K |
| UMB Bank, n.a. | 0.00% | Reduce -20.1% | 1,970 | $163K |
| Larson Financial Group LLC | 0.01% | Add +28.2% | 1,952 | $162K |
| Strategic Investment Solutions, Inc. | 0.04% | No change | 1,923 | $160K |
| Coastline Trust Co | 0.01% | No change | 1,856 | $154K |
| AlphaQuest LLC | 0.01% | Add +42.4% | 1,833 | $152K |
| Monetary Management Group Inc. | 0.03% | No change | 1,800 | $149K |
| Whittier Trust Co. | 0.00% | Reduce -8.2% | 1,741 | $148K |
| Clearstead Advisors, LLC | 0.00% | Add +7.5% | 1,767 | $147K |
| SHP Wealth Management | 0.01% | — | 1,750 | $145K |
| SageView Advisory Group, LLC | 0.00% | New | 1,747 | $145K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -9.7% | 1,707 | $142K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +30.8% | 1,704 | $141K |
| Nvwm, LLC | 0.03% | No change | 1,699 | $141K |
| Parkside Financial Bank & Trust | 0.01% | Add +32.5% | 1,690 | $140K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,348 | $137K |
| Penserra Capital Management LLC | 0.00% | Reduce -0.1% | 1,618 | $133K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | No change | 1,580 | $131K |
| First Financial Corp. | 0.05% | No change | 1,500 | $124K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 1,461 | $122K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -82.5% | 1,393 | $116K |
| Vision Financial Markets LLC | 0.11% | No change | 1,350 | $112K |
| Versant Capital Management, Inc | 0.01% | Reduce -45.8% | 1,315 | $109K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +395.0% | 1,297 | $108K |
| Tower View Wealth Management LLC | 0.05% | Reduce -22.8% | 1,300 | $108K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 1,292 | $107K |
| Silvant Capital Management LLC | 0.00% | No change | 1,292 | $107K |
| Basecamp Wealth Advisors LLC | 0.02% | — | 1,277 | $106K |
| Security National Bank | 0.01% | No change | 1,254 | $104K |
| CENTRAL TRUST Co | 0.00% | Reduce -24.2% | 1,252 | $104K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -7.4% | 1,244 | $103K |
| Richardson Financial Services Inc. | 0.03% | Add +16.0% | 1,230 | $102K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,229 | $102K |
| Root Financial Partners, LLC | 0.01% | Reduce -0.8% | 1,209 | $100K |
| Deseret Mutual Benefit Administrators | 0.04% | Reduce -6.1% | 1,207 | $100K |
| Avalon Trust Co | 0.01% | Reduce -0.3% | 1,200 | $100K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,026 | $98K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,100 | $91K |
| Kozak & Associates, Inc. | 0.02% | No change | 1,000 | $89K |
| Copeland Capital Management, LLC | 0.00% | New | 1,075 | $89K |
| Wellington-Altus USA Inc. | 0.06% | — | 1,041 | $86K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -72.8% | 1,011 | $84K |
| Cromwell Holdings LLC | 0.05% | Add +16.0% | 999 | $84K |
| Elyxium Wealth, LLC | 0.02% | New | 1,004 | $83K |
| Addison Advisors LLC | 0.02% | Reduce -1.4% | 972 | $81K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -13.6% | 970 | $80K |
| ORG Partners LLC | 0.01% | Reduce -8.7% | 966 | $80K |
| Lavaca Capital LLC | 0.01% | Reduce -12.7% | 961 | $80K |
| Blue Trust, Inc. | 0.00% | Reduce -45.1% | 932 | $77K |
| Bank of New Hampshire | 0.02% | Add +14.5% | 910 | $75K |
| Eurizon SLJ Capital Ltd | 0.03% | — | 906 | $75K |
| Ostrum Asset Management | 0.00% | Reduce -25.0% | 900 | $75K |
| CYBER HORNET ETFs LLC | 0.04% | Add +5.9% | 843 | $70K |
| Safe Harbor Fiduciary, LLC | 0.06% | — | 824 | $68K |
| Parvin Asset Management, LLC | 0.06% | Reduce -1.4% | 820 | $68K |
| NCP Inc. | 0.05% | New | 804 | $67K |
| Rothschild Investment LLC | 0.00% | Add +15.4% | 780 | $65K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.7% | 754 | $63K |
| Abound Wealth Management | 0.01% | No change | 748 | $62K |
| Sentry Investment Management LLC | 0.04% | No change | 748 | $62K |
| Eastern Bank | 0.00% | No change | 735 | $61K |
| Caldwell Trust Co | 0.01% | New | 725 | $60K |
| True Wealth Design, LLC | 0.02% | Add +8.5% | 716 | $59K |
| Proffitt & Goodson Inc. | 0.01% | Add +13.2% | 704 | $58K |
| Valley National Advisers Inc. | 0.01% | No change | 655 | $54K |
| First Horizon Corp. | 0.00% | Reduce -2.0% | 650 | $54K |
| Entrust Financial LLC | 0.04% | — | 637 | $53K |
| Avion Wealth | 0.01% | Reduce -14.1% | 630 | $52K |
| Financial Avengers, Inc. | 0.02% | Add +0.7% | 611 | $51K |
| Muzinich & Co., Inc. | 0.02% | Reduce -59.0% | 603 | $50K |
| Global Wealth Strategies & Associates | 0.01% | New | 600 | $50K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +740.9% | 597 | $50K |
| Caitlin John, LLC | 0.03% | Reduce -0.3% | 597 | $50K |
| Sawyer & Company, Inc | 0.02% | No change | 595 | $49K |
| Dunhill Financial, LLC | 0.02% | Reduce -27.3% | 424 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -5.3% | 552 | $47K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 545 | $45K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -30.3% | 541 | $45K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -1.5% | 530 | $44K |
| Strive Financial Group ,LLC | 0.02% | — | 526 | $44K |
| Hoey Investments, Inc. | 0.01% | Reduce -59.1% | 505 | $42K |
| Crewe Advisors LLC | 0.00% | Add +1.0% | 505 | $42K |
| CVA Family Office, LLC | 0.00% | Reduce -10.8% | 502 | $42K |
| Morse Asset Management, Inc | 0.01% | Reduce -76.8% | 500 | $41K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 500 | $41K |
| Zions Bancorporation, National Association | 0.00% | Reduce -50.5% | 481 | $40K |
| Loomis Sayles & Co. L P | 0.00% | Add +12.7% | 479 | $40K |
| Hanson & Doremus Investment Management | 0.00% | No change | 475 | $39K |
| Canton Hathaway, LLC | 0.01% | No change | 465 | $39K |
| Franchise GP Ltd | 0.04% | — | 455 | $38K |
| Essential Partners LLC | 0.01% | Add +101.3% | 451 | $37K |
| Corsicana & Co. | 0.02% | Reduce -50.0% | 450 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.7% | 449 | $37K |
| Summit Securities Group LLC | 0.01% | Reduce -13.8% | 438 | $36K |
| Triumph Capital Management | 0.01% | New | 428 | $35K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 420 | $35K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 420 | $35K |
| DV Equities, LLC | 0.01% | — | 408 | $34K |
| Bayban | 0.03% | — | 400 | $33K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $33K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 400 | $33K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 390 | $32K |
| Signature Equity Partners, LLC | 0.02% | — | 359 | $30K |
| Piscataqua Savings Bank | 0.02% | No change | 353 | $29K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +17500.0% | 352 | $29K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 350 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -16.7% | 344 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -13.8% | 330 | $28K |
| Godsey & Gibb, Inc. | 0.00% | No change | 325 | $27K |
| CoreCap Advisors, LLC | 0.00% | Reduce -80.1% | 320 | $27K |
| Quent Capital, LLC | 0.00% | Add +20.2% | 315 | $26K |
| Hantz Financial Services, Inc. | 0.00% | Add +44.2% | 310 | $26K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 305 | $25K |
| North Star Investment Management Corp. | 0.00% | Add +12.6% | 304 | $25K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 300 | $25K |
| PFS Partners, LLC | 0.01% | Add +20.0% | 300 | $25K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 300 | $25K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -10.0% | 298 | $25K |
| IAG Wealth Partners, LLC | 0.00% | No change | 295 | $24K |
| Reflection Asset Management | 0.02% | — | 284 | $24K |
| West Branch Capital LLC | 0.01% | No change | 275 | $23K |
| Vision Retirement, LLC | 0.01% | — | 251 | $21K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -15.3% | 250 | $21K |
| IMG Wealth Management, Inc. | 0.01% | No change | 244 | $20K |
| NFSG Corp | 0.00% | Add +0.4% | 242 | $20K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 240 | $20K |
| Rossby Financial, LCC | 0.01% | Add +70.4% | 230 | $19K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 229 | $19K |
| Activest Wealth Management | 0.00% | Add +260.3% | 227 | $19K |
| Palladiem, LLC | 0.02% | — | 215 | $18K |
| Blueline Advisors LLC | 0.01% | — | 211 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +2.5% | 206 | $17K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $17K |
| GW&K Investment Management, LLC | 0.00% | Add +8.5% | 205 | $17K |
| Covestor Ltd | 0.01% | Reduce -2.2% | 175 | $15K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 191 | $15K |
| Tucker Asset Management LLC | 0.00% | New | 180 | $15K |
| Manchester Capital Management LLC | 0.00% | Add +48.7% | 177 | $15K |
| FSA Advisors, Inc. | 0.01% | New | 14,470 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 170 | $14K |
| Chesapeake Asset Management LLC | 0.01% | No change | 170 | $14K |
| RMG Wealth Management LLC | 0.00% | No change | 150 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -4.7% | 164 | $14K |
| MV Capital Management, Inc. | 0.00% | Reduce -15.3% | 155 | $13K |
| Atlantic Private Wealth, LLC | 0.01% | Add +0.7% | 151 | $13K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -96.6% | 148 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 149 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +54.4% | 139 | $12K |
| Accordant Advisory Group Inc | 0.01% | No change | 137 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -8.0% | 126 | $10K |
| Optima Capital LLC | 0.00% | New | 124 | $10K |
| Tidemark, LLC | 0.00% | No change | 125 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -76.0% | 121 | $10K |
| Park Place Capital Corp | 0.00% | No change | 124 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 123 | $10K |
| Westfuller Advisors, LLC | 0.00% | Reduce -0.8% | 118 | $10K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 97 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $9K |
| MCF Advisors LLC | 0.00% | New | 113 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -81.9% | 112 | $9K |
| Strategic Advocates LLC | 0.00% | Add +0.9% | 108 | $9K |
| LRI Investments, LLC | 0.00% | No change | 106 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.0% | 105 | $9K |
| Benson Wealth Management INC | 0.01% | — | 102 | $8K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 100 | $8K |
| Sachetta, LLC | 0.00% | Reduce -97.3% | 98 | $8K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -96.2% | 98 | $8K |
| Red Tortoise LLC | 0.00% | No change | 94 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -3.5% | 83 | $8K |
| Westside Investment Management, Inc. | 0.00% | Add +16.5% | 92 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 85 | $7K |
| Curio Wealth, LLC | 0.00% | No change | 86 | $7K |
| J.Safra Asset Management Corp | 0.00% | No change | 80 | $7K |
| WPG Advisers, LLC | 0.00% | Reduce -38.2% | 76 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 75 | $6K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -77.1% | 72 | $6K |
| Capital Analysts, LLC | 0.00% | New | 76 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 66 | $5K |
| Grove Bank & Trust | 0.00% | No change | 64 | $5K |
| Howard Hughes Medical Institute | 0.00% | No change | 63 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 60 | $5K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 58 | $5K |
| GGM Financial LLC | 0.00% | No change | 58 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 55 | $5K |
| Innovative Advisory Group, LLC | 0.00% | No change | 50 | $4K |
| Bullseye Investment Management, LLC | 0.00% | New | 50 | $4K |
| HFM Investment Advisors, LLC | 0.00% | New | 50 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -98.1% | 50 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -9.1% | 50 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 49 | $4K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 43 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 47 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | Reduce -2.2% | 45 | $4K |
| Copia Wealth Management | 0.00% | No change | 42 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -47.5% | 42 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -62.0% | 41 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -44.4% | 40 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 38 | $3K |
| United Community Bank | 0.00% | No change | 37 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 35 | $3K |
| Clayton Financial Group LLC | 0.00% | New | 34 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 33 | $3K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 32 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -51.6% | 31 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 29 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 29 | $2K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 28 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -7.4% | 25 | $2K |
| Kilter Group LLC | 0.00% | Add +10.0% | 22 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +25.0% | 20 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 20 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 19 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -97.5% | 18 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -37.5% | 15 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +57.1% | 11 | $913 |
| Horizon Financial Services, LLC | 0.00% | Reduce -56.5% | 10 | $830 |
| Financial Consulate, Inc. | 0.00% | Reduce -54.5% | 10 | $830 |
| Colonial Trust Co / SC | 0.00% | Add +200.0% | 9 | $747 |
| TFC Financial Management, Inc. | 0.00% | No change | 7 | $581 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -40.0% | 6 | $498 |
| Rialto Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $498 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -93.8% | 5 | $418 |
| Luken Investment Analytics, LLC | 0.00% | New | 5 | $415 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $415 |
| Davis Capital Management | 0.00% | No change | 4 | $332 |
| Legacy Wealth Managment, LLC | 0.00% | New | 4 | $332 |
| Proathlete Wealth Management LLC | 0.00% | No change | 3 | $250 |
| Winnacle Wealth LLC | 0.00% | No change | 3 | $249 |
| Wealth Watch Advisors, INC | 0.00% | Reduce -99.5% | 2 | $166 |
| United Financial Planning Group LLC | 0.00% | New | 2 | $166 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $166 |
| Hughes Financial Services, LLC | 0.00% | Reduce -83.3% | 2 | $166 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 1 | $83 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 1 | $83 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $83 |
| POM Investment Strategies, LLC | 0.00% | New | 1 | $51 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.