Iron MountainIRM

13F holders, Q4 2025 (December 31)
1,011holders −5
71new positions
105sold out
8famous investors
$83.00avg. 13F price*

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

InstitutionsTotal Value
New Positions71$119.2M
Exits105$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.