Iron MountainIRM
13F holders, Q1 2026 (March 31)1,090holders +79
158new positions
91sold out
10famous investors
$102.07avg. 13F price*
At the end of Q1 2026, 1,090 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings, up 79 from Q4 2025. 158 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($3.4B), Vanguard Portfolio Management LLC ($2.6B) and Vanguard Capital Management LLC ($1.9B). 10 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q1 2026)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 158 | $389.1M |
| Exits | 91 | $94.9M |
All 13F filers, Q4 2025 → Q1 2026: 15,093,532 shares bought and 14,861,424 shares sold, net +232,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,090 holders
| BlackRock, Inc. | 0.06% | Add +0.3% | 33,021,354 | $3.4B |
| Vanguard Portfolio Management LLC | 0.13% | — | 25,015,557 | $2.6B |
| Vanguard Capital Management LLC | 0.05% | — | 18,758,889 | $1.9B |
| State Street Corp. | 0.06% | Add +3.9% | 17,551,633 | $1.8B |
| Cohen & Steers, Inc. | 2.87% | Reduce -14.5% | 16,169,341 | $1.7B |
| Geode Capital Management, LLC | 0.05% | Add +2.3% | 8,486,127 | $863.7M |
| FMR LLC | 0.04% | Reduce -6.3% | 7,484,398 | $764.5M |
| Morgan Stanley | 0.03% | Add +29.3% | 4,652,247 | $475.2M |
| Principal Financial Group Inc. | 0.25% | Add +8.5% | 4,566,093 | $466.4M |
| Dimensional Fund Advisors LP | 0.10% | Add +2.8% | 4,552,286 | $464.9M |
| Northern Trust Corp. | 0.06% | Reduce -0.1% | 4,150,486 | $423.9M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +3.4% | 4,013,007 | $409.9M |
| Invesco Ltd. | 0.04% | Reduce -11.2% | 3,921,521 | $400.5M |
| Legal & General Group Plc | 0.07% | Reduce -6.6% | 3,135,074 | $320.2M |
| Daiwa Securities Group Inc. | 0.92% | Reduce -15.0% | 3,107,440 | $317.4M |
| Deutsche Bank AG | 0.10% | Add +21.6% | 3,092,084 | $315.8M |
| Prudential Financial Inc. | 0.30% | Add +4.6% | 2,416,063 | $246.8M |
| Centersquare Investment Management LLC | 2.44% | Reduce -12.2% | 2,310,045 | $235.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +45.3% | 2,216,672 | $226.4M |
| Vontobel Holding Ltd. | 0.74% | Add +25.3% | 2,116,877 | $216.2M |
| Nuveen, LLC | 0.06% | Reduce -2.8% | 2,068,408 | $211.3M |
| JPMorgan Chase & Co. | 0.01% | Add +10.1% | 2,123,358 | $207.2M |
| Capital World Investors | 0.03% | Reduce -11.8% | 1,867,169 | $190.7M |
| Ameriprise Financial Inc. | 0.04% | Add +6.1% | 1,851,007 | $189.1M |
| AQR Capital Management | 0.08% | Add +100.0% | 1,846,073 | $183.1M |
| Vanguard Fiduciary Trust Co. | 0.04% | — | 1,652,888 | $168.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.6% | 1,624,836 | $166.0M |
| Duff & Phelps Investment Management Co. | 1.67% | Reduce -0.3% | 1,575,337 | $160.9M |
| Russell Investments Group, Ltd. | 0.16% | Add +3.5% | 1,455,113 | $148.4M |
| Contour Asset Management LLC | 4.80% | Reduce -49.0% | 1,444,823 | $147.6M |
| Royal Bank of Canada | 0.03% | Add +9.7% | 1,410,720 | $144.1M |
| Bank of America Corp. | 0.01% | Reduce -7.3% | 1,399,375 | $142.9M |
| PGGM Investments | 2.45% | Reduce -17.3% | 1,369,998 | $139.9M |
| HSBC Holdings PLC | 0.08% | Add +20.6% | 1,272,855 | $130.0M |
| CBRE Investment Management Listed Real Assets LLC | 1.88% | Reduce -14.4% | 1,237,915 | $126.4M |
| DekaBank Deutsche Girozentrale | 0.19% | No change | 1,122,500 | $116.6M |
| Amundi | 0.03% | Reduce -18.1% | 1,091,574 | $111.5M |
| Sei Investments Co. | 0.09% | Reduce -4.9% | 974,792 | $99.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +3.0% | 933,722 | $95.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +8.2% | 908,365 | $92.8M |
| Swiss National Bank | 0.05% | Add +7.2% | 867,461 | $88.6M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -62.3% | 864,737 | $88.2M |
| CIBC Bancorp USA Inc. | 0.11% | — | 828,793 | $84.6M |
| American Century Companies Inc. | 0.04% | Add +106.1% | 815,792 | $83.3M |
| UBS Group AG | 0.01% | Add +0.7% | 801,430 | $81.9M |
| Jane Street Group, LLC | 0.08% | New | 707,441 | $72.3M |
| APG Asset Management US Inc. | 0.55% | Add +20.9% | 703,912 | $71.1M |
| Barclays PLC | 0.02% | Reduce -7.6% | 673,771 | $68.8M |
| Wells Fargo & Company | 0.01% | Add +3.3% | 658,454 | $67.3M |
| Welch & Forbes LLC | 0.86% | Reduce -0.7% | 652,068 | $66.6M |
| Vanguard Global Advisers, LLC | 0.04% | — | 647,775 | $66.2M |
| LPL Financial LLC | 0.02% | Reduce -2.1% | 621,238 | $63.5M |
| Epoch Investment Partners, Inc. | 0.38% | Reduce -2.1% | 616,513 | $63.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -0.9% | 601,581 | $61.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.11% | Reduce -5.6% | 590,504 | $60.3M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Reduce -10.2% | 590,052 | $60.3M |
| Nomura Asset Management International Inc. | 0.10% | Add +596.8% | 586,881 | $59.9M |
| Rhumbline Advisers | 0.05% | Reduce -2.0% | 578,543 | $59.1M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +3.5% | 563,343 | $57.5M |
| Worldquant Millennium Advisors LLC | 0.22% | Add +251.2% | 548,049 | $56.0M |
| Asset Management One Co., Ltd. | 0.16% | Reduce -1.5% | 547,474 | $55.9M |
| Baron Capital (BAMCO) | 0.16% | New | 525,270 | $53.7M |
| BNP Paribas Financial Markets | 0.03% | Reduce -9.6% | 508,511 | $51.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | — | 504,995 | $51.6M |
| DigitalBridge Group, Inc. | 3.28% | New | 504,021 | $51.5M |
| California Public Employees Retirement System | 0.03% | Reduce -2.2% | 502,460 | $51.3M |
| Border to Coast Pensions Partnership Ltd | 0.81% | Reduce -6.0% | 470,000 | $48.2M |
| Clark Capital Management Group, Inc. | 0.30% | New | 468,365 | $47.8M |
| Alliancebernstein L.P. | 0.02% | Add +3.8% | 565,255 | $46.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.33% | Add +252.7% | 440,108 | $45.0M |
| National Pension Service | 0.03% | Reduce -15.6% | 429,392 | $43.9M |
| Public Employees Retirement System of Ohio | 0.14% | Add +121.3% | 423,714 | $43.3M |
| California State Teachers Retirement System | 0.05% | Reduce -2.6% | 422,871 | $43.2M |
| Bank of Montreal | 0.02% | Reduce -7.0% | 406,013 | $41.5M |
| Teacher Retirement System of Texas | 0.17% | Add +18.2% | 394,701 | $40.3M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.7% | 389,140 | $39.7M |
| Point72 Asset Management | 0.07% | Reduce -52.2% | 377,618 | $38.6M |
| Citadel Advisors | 0.03% | Reduce -66.5% | 374,954 | $38.3M |
| Millennium Management | 0.03% | Reduce -23.4% | 374,463 | $38.2M |
| Aberdeen Group plc | 0.06% | Add +1.7% | 371,208 | $37.9M |
| Neuberger Berman Group LLC | 0.03% | Reduce -16.4% | 360,751 | $36.8M |
| Adelante Capital Management LLC | 2.49% | Add +5.2% | 356,934 | $36.5M |
| Wellington Management Group LLP | 0.01% | Add +234.1% | 347,915 | $35.5M |
| Vanguard Investments Australia, Ltd. | 0.10% | — | 343,334 | $35.1M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -0.3% | 335,860 | $34.4M |
| Quantinno Capital Management LP | 0.05% | Add +92.7% | 322,017 | $32.9M |
| Adell Harriman & Carpenter Inc. | 1.97% | Add +0.4% | 315,817 | $32.3M |
| Citigroup Inc. | 0.02% | Reduce -0.9% | 315,634 | $32.2M |
| Marble Harbor Investment Counsel, LLC | 3.33% | Reduce -4.3% | 300,474 | $30.7M |
| Ensign Peak Advisors, Inc | 0.06% | Add +298.5% | 297,330 | $30.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.4% | 295,133 | $30.1M |
| STRS Ohio | 0.12% | Reduce -30.5% | 287,817 | $29.4M |
| Macquarie Group Ltd. | 0.16% | Reduce -7.6% | 270,616 | $27.6M |
| Apollo Management Holdings, L.P. | 0.53% | No change | 265,539 | $27.1M |
| Aviva PLC | 0.05% | Add +2.8% | 263,200 | $26.9M |
| State Board of Administration of Florida Retirement System | 0.05% | No change | 262,515 | $26.8M |
| Swedbank AB | 0.03% | Reduce -8.6% | 260,330 | $26.6M |
| Cetera Investment Advisers | 0.03% | Add +4.6% | 260,039 | $26.6M |
| Heitman Real Estate Securities LLC | 1.91% | Reduce -47.1% | 259,594 | $26.5M |
| Stifel Financial Corp. | 0.02% | Add +12.4% | 255,348 | $26.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -49.3% | 251,527 | $25.7M |
| Schonfeld Strategic Advisors LLC | 0.21% | Add +18.9% | 248,886 | $25.4M |
| Americana Partners, LLC | 0.65% | Add +1.2% | 244,174 | $24.9M |
| Victory Capital Management Inc. | 0.02% | Add +19.7% | 238,190 | $24.3M |
| New York State Teachers Retirement System | 0.05% | No change | 227,876 | $23.3M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.1% | 227,803 | $23.3M |
| Blair William & Co. | 0.07% | Reduce -5.5% | 225,249 | $23.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +43.4% | 224,847 | $23.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Add +1739.0% | 214,886 | $21.9M |
| Federated Hermes, Inc. | 0.04% | Add +44.5% | 214,126 | $21.9M |
| Reaves W H & Co. Inc. | 0.36% | Add +296.2% | 213,549 | $21.8M |
| Corient Private Wealth LP | 0.03% | Add +0.5% | 212,318 | $21.7M |
| Captrust Financial Advisors | 0.04% | Reduce -17.0% | 211,691 | $21.6M |
| Focus Partners Wealth | 0.02% | Reduce -4.8% | 207,531 | $21.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +22.8% | 202,316 | $20.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Reduce -3.2% | 198,799 | $20.3M |
| KLP Kapitalforvaltning As | 0.08% | Add +18.2% | 189,916 | $19.5M |
| Hudson Bay Capital Management LP | 0.13% | New | 190,884 | $19.5M |
| Brookstone Capital Management | 0.22% | Reduce -19.9% | 188,929 | $19.3M |
| Brookfield Corp | 0.03% | Add +31.4% | 188,255 | $19.2M |
| New York State Common Retirement Fund | 0.03% | No change | 184,074 | $18.8M |
| TD Asset Management Inc | 0.01% | Add +0.5% | 181,283 | $18.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -38.2% | 179,202 | $18.3M |
| State of Alaska, Department of Revenue | 0.20% | Add +2.0% | 177,709 | $18.1M |
| State of Wisconsin Investment Board | 0.04% | Add +1.9% | 176,520 | $18.0M |
| United Capital Financial Advisors, LLC | 0.11% | Add +1.6% | 175,653 | $17.9M |
| Resona Asset Management Co.,Ltd. | 0.09% | Add +5.5% | 180,600 | $17.8M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -3.6% | 173,470 | $17.7M |
| Moran Wealth Management, LLC | 0.54% | Reduce -11.2% | 173,360 | $17.7M |
| Acadian Asset Management LLC | 0.02% | Add +5668.7% | 168,907 | $17.2M |
| Cibc World Market Inc. | 0.03% | Reduce -19.0% | 168,419 | $17.2M |
| Pacer Advisors, Inc. | 0.05% | Reduce -25.2% | 167,170 | $17.1M |
| Natixis Advisors, LLC | 0.02% | Add +18.3% | 166,136 | $17.0M |
| Tectonic Advisors LLC | 0.90% | Add +1.9% | 165,814 | $16.9M |
| Danske Bank A/S | 0.04% | Add +1.1% | 164,162 | $16.8M |
| SG Capital Management LLC | 1.38% | New | 163,636 | $16.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.0% | 156,662 | $16.0M |
| Handelsbanken Fonder AB | 0.05% | Reduce -0.7% | 152,282 | $15.6M |
| FIL Ltd | 0.01% | Add +289.4% | 150,734 | $15.4M |
| Franklin Resources Inc. | 0.00% | Add +16.5% | 147,983 | $15.1M |
| Vert Asset Management LLC | 4.75% | Add +3.9% | 146,406 | $15.0M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -2.8% | 145,742 | $14.9M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -0.5% | 142,724 | $14.6M |
| United Bank | 1.85% | Reduce -5.0% | 141,636 | $14.5M |
| TCV Trust & Wealth Management, Inc. | 1.21% | Reduce -0.4% | 141,537 | $14.5M |
| Boothbay Fund Management, LLC | 0.35% | New | 141,437 | $14.4M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.4% | 138,123 | $14.1M |
| TCW Group Inc. | 0.10% | Add +2.3% | 135,359 | $13.8M |
| Sargent Investment Group, LLC | 1.81% | Reduce -0.4% | 134,587 | $13.7M |
| Cander Asset Management LP | 2.44% | Reduce -34.3% | 133,253 | $13.6M |
| Creative Planning | 0.01% | Add +4.4% | 131,680 | $13.4M |
| APG Asset Management N.V. | 0.04% | Reduce -2.1% | 150,916 | $13.4M |
| Ar Asset Management Inc. | 2.60% | No change | 130,600 | $13.3M |
| Toronto Dominion Bank | 0.03% | Reduce -25.3% | 129,533 | $13.2M |
| Mutual Advisors, LLC | 0.28% | Add +5.1% | 129,055 | $13.2M |
| Mariner, LLC | 0.02% | Add +103.7% | 129,019 | $13.2M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -37.8% | 128,692 | $13.1M |
| HRT Financial LP | 0.03% | New | 128,338 | $13.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -24.8% | 128,035 | $13.1M |
| Treasurer of the State of North Carolina | 0.04% | Add +2.2% | 125,602 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.2% | 124,200 | $12.7M |
| Intrinsic Edge Capital Management LLC | 2.26% | Reduce -32.2% | 121,728 | $12.4M |
| Korea Investment CORP | 0.03% | Reduce -4.2% | 120,047 | $12.3M |
| Walleye Capital LLC | 0.08% | New | 119,864 | $12.2M |
| Tredje AP-fonden | 0.07% | Add +298.3% | 119,812 | $12.2M |
| Storebrand Asset Management As | 0.04% | Reduce -18.6% | 119,563 | $12.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +0.5% | 117,548 | $12.0M |
| B&I Capital AG | 4.05% | Add +1.5% | 116,467 | $11.9M |
| Nippon Life Global Investors Americas, Inc. | 0.52% | Add +4.1% | 112,860 | $11.6M |
| State of Tennessee, Department of Treasury | 0.04% | Add +24.4% | 112,327 | $11.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -10.5% | 110,503 | $11.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.09% | Add +6.9% | 109,722 | $11.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.4% | 106,516 | $10.9M |
| HighTower Advisors, LLC | 0.01% | Add +0.3% | 105,660 | $10.8M |
| IFM Investors Pty Ltd | 0.09% | Add +1.9% | 105,601 | $10.8M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -11.5% | 101,445 | $10.5M |
| Susquehanna International Group, LLP | 0.01% | Add +24.2% | 102,080 | $10.4M |
| Ieq Capital, LLC | 0.05% | Add +61.6% | 101,890 | $10.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +0.2% | 101,327 | $10.3M |
| NEOS Investment Management LLC | 0.05% | Add +0.8% | 101,062 | $10.3M |
| Credit Agricole S A | 0.03% | Reduce -8.9% | 101,026 | $10.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Add +0.5% | 100,257 | $10.2M |
| Bank of Nova Scotia | 0.02% | Add +27.0% | 99,824 | $10.2M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +1.3% | 99,442 | $10.2M |
| National Bank of Canada | 0.01% | Reduce -35.9% | 95,133 | $9.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.28% | Reduce -4.5% | 92,436 | $9.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +22.1% | 92,369 | $9.4M |
| UniSuper Management Pty Ltd | 0.06% | Reduce -3.3% | 91,908 | $9.4M |
| DNB Asset Management AS | 0.03% | Reduce -35.5% | 91,233 | $9.3M |
| Cerity Partners LLC | 0.01% | Add +86.4% | 89,510 | $9.1M |
| Eurizon Capital SGR S.p.A. | 0.03% | Add +20.9% | 89,615 | $9.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.4% | 88,356 | $9.0M |
| Varma Mutual Pension Insurance Co | 0.05% | No change | 86,938 | $8.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.2% | 85,309 | $8.7M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +2.3% | 84,739 | $8.7M |
| Public Sector Pension Investment Board | 0.03% | Add +11.9% | 84,193 | $8.6M |
| Chicago Capital, LLC | 0.23% | Add +0.9% | 83,951 | $8.6M |
| Raiffeisen Bank International AG | 0.12% | Add +35.9% | 87,657 | $8.6M |
| Van Eck Associates Corp. | 0.01% | Add +5.5% | 83,567 | $8.5M |
| Mirova | 0.34% | New | 83,040 | $8.5M |
| M&T Bank Corp | 0.03% | Reduce -0.9% | 82,770 | $8.5M |
| Squarepoint Ops LLC | 0.02% | Add +110.3% | 81,640 | $8.3M |
| Qube Research & Technologies Ltd | 0.01% | New | 81,478 | $8.3M |
| Adams Diversified Equity Fund, Inc. | 0.29% | New | 80,800 | $8.3M |
| Czech National Bank | 0.05% | Add +3.4% | 80,569 | $8.2M |
| Arizona State Retirement System | 0.05% | Reduce -0.8% | 80,363 | $8.2M |
| KBC Group NV | 0.02% | Reduce -48.0% | 80,345 | $8.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +55.7% | 79,921 | $8.2M |
| Salem Investment Counselors Inc. | 0.23% | Add +0.8% | 78,121 | $8.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.0% | 77,453 | $7.9M |
| State of Michigan Retirement System | 0.04% | Reduce -0.1% | 77,246 | $7.9M |
| Allworth Financial LP | 0.03% | Reduce -1.9% | 76,346 | $7.8M |
| Azimuth Capital Investment Management LLC | 0.29% | Add +4.5% | 75,235 | $7.7M |
| &partners | 0.04% | Reduce -0.0% | 73,354 | $7.5M |
| CIBC Asset Management Inc | 0.02% | Add +0.1% | 71,980 | $7.4M |
| Nordea Investment Management AB | 0.01% | Add +7.4% | 72,955 | $7.3M |
| Intact Investment Management Inc. | 0.21% | No change | 71,600 | $7.3M |
| Wealthfront Advisers LLC | 0.02% | Add +3.5% | 69,793 | $7.1M |
| Hourglass Capital, LLC | 1.48% | Reduce -12.9% | 69,700 | $7.1M |
| SEB Asset Management AB | 0.03% | — | 69,230 | $7.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.1% | 68,569 | $7.0M |
| Foresight Capital Management Advisors, Inc. | 3.88% | Reduce -19.4% | 68,289 | $7.0M |
| MML Investors Services, LLC | 0.02% | Add +4.0% | 67,744 | $6.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +8.7% | 67,300 | $6.9M |
| Lee Danner & Bass Inc. | 0.43% | Add +3.0% | 67,141 | $6.9M |
| USS Investment Management Ltd | 0.03% | Add +3.4% | 66,744 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 66,680 | $6.8M |
| Engineers Gate Manager LP | 0.08% | Reduce -58.4% | 66,394 | $6.8M |
| Woodstock Corp. | 0.60% | Add +2.8% | 65,497 | $6.7M |
| QRG Capital Management, Inc. | 0.07% | Add +27.6% | 64,952 | $6.6M |
| Vestcor Inc | 0.18% | Reduce -27.4% | 64,510 | $6.6M |
| PFA Pension, Forsikringsaktieselskab | 0.02% | Add +0.3% | 63,697 | $6.5M |
| Thompson Siegel & Walmsley LLC | 0.11% | Add +34.1% | 62,100 | $6.3M |
| ASR Vermogensbeheer N.V. | 0.07% | Add +1.9% | 61,925 | $6.3M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.06% | Add +6.8% | 61,027 | $6.2M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -1.2% | 60,611 | $6.2M |
| PEAK6 LLC | 0.18% | Add +1035.8% | 60,388 | $6.2M |
| Easterly Investment Partners LLC | 0.47% | Reduce -15.7% | 61,996 | $6.1M |
| Voya Investment Management LLC | 0.01% | Reduce -0.2% | 58,235 | $5.9M |
| Osmosis Investment Management UK Ltd | 0.16% | Add +229.2% | 57,710 | $5.9M |
| Woodline Partners LP | 0.02% | Add +14.9% | 57,860 | $5.9M |
| Peapack Gladstone Financial Corp. | 0.07% | Reduce -0.6% | 57,373 | $5.9M |
| Xponance LLC | 0.04% | Add +14.5% | 55,989 | $5.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +66.6% | 56,453 | $5.7M |
| First Trust Advisors LP | 0.00% | Add +3.8% | 55,694 | $5.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +9.6% | 54,898 | $5.6M |
| ProShare Advisors LLC | 0.01% | Reduce -18.0% | 54,548 | $5.6M |
| Candriam S.C.A. | 0.03% | Reduce -12.0% | 53,827 | $5.5M |
| Oak Thistle LLC | 0.53% | New | 53,641 | $5.5M |
| Cwm, LLC | 0.01% | Add +147.9% | 53,578 | $5.5M |
| Amalgamated Bank | 0.04% | Reduce -3.1% | 53,267 | $5.4M |
| Werlinich Asset Management, LLC | 2.58% | Add +0.1% | 51,982 | $5.3M |
| New Age Alpha Advisors, LLC | 0.25% | Reduce -26.2% | 51,587 | $5.3M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Reduce -8.5% | 51,046 | $5.2M |
| First National Trust Co | 0.18% | Reduce -1.3% | 50,618 | $5.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | Reduce -10.0% | 50,467 | $5.2M |
| Advisors Asset Management, Inc. | 0.09% | Add +3.1% | 50,399 | $5.1M |
| Nia Impact Advisors, LLC | 2.26% | Reduce -4.0% | 49,872 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.1% | 53,411 | $5.1M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +12.1% | 49,490 | $5.1M |
| Utah Retirement Systems | 0.05% | Reduce -1.6% | 47,687 | $4.9M |
| RB Capital Management, LLC | 1.07% | Add +0.3% | 47,363 | $4.8M |
| Ethic Inc. | 0.07% | Reduce -4.9% | 45,926 | $4.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +40.5% | 45,599 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.4% | 45,128 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.5% | 44,785 | $4.6M |
| New York Life Investment Management LLC | 0.04% | Add +2.6% | 44,193 | $4.5M |
| Trinity Legacy Partners, LLC | 0.96% | Reduce -1.6% | 38,864 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +93.5% | 44,536 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.9% | 42,707 | $4.4M |
| Pensionfund PDN | 2.51% | Add +10.4% | 42,500 | $4.3M |
| Anson Funds Management LP | 0.57% | New | 42,200 | $4.3M |
| Venture Visionary Partners LLC | 0.14% | Add +17.9% | 42,173 | $4.3M |
| Rakuten Investment Management, Inc. | 0.01% | Add +12.9% | 43,893 | $4.3M |
| NewEdge Advisors, LLC | 0.02% | Add +66.4% | 41,818 | $4.3M |
| Moors & Cabot, Inc. | 0.18% | Reduce -2.7% | 41,277 | $4.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -22.1% | 40,739 | $4.2M |
| Holderness Investments Co. | 0.83% | Reduce -0.9% | 40,339 | $4.1M |
| Yousif Capital Management, LLC | 0.05% | Reduce -3.1% | 39,914 | $4.1M |
| Gotham Asset Management | 0.01% | Add +3.1% | 39,732 | $4.1M |
| Regions Financial Corp. | 0.03% | Reduce -81.6% | 39,516 | $4.0M |
| Pinebridge Investments LLC | 0.03% | Reduce -49.6% | 39,476 | $4.0M |
| Ranch Capital Advisors Inc. | 1.47% | Add +4.2% | 39,233 | $4.0M |
| WealthTrust Axiom LLC | 0.99% | Add +0.1% | 39,384 | $4.0M |
| D.A. Davidson & Co. | 0.02% | Add +17.9% | 38,481 | $3.9M |
| Spirit of America Management Corp. | 0.78% | Add +1.6% | 38,450 | $3.9M |
| Tudor Investment Corporation | 0.02% | Add +67.7% | 37,208 | $3.8M |
| American Trust Investment Advisors, LLC | 2.10% | Add +1.4% | 37,146 | $3.8M |
| ING Groep NV | 0.02% | New | 36,276 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Add +4.1% | 36,209 | $3.7M |
| Waverly Advisors, LLC | 0.03% | Add +4.6% | 36,018 | $3.7M |
| Mackenzie Financial Corp. | 0.00% | Add +8.7% | 35,592 | $3.6M |
| Truist Financial Corp. | 0.00% | Reduce -7.9% | 34,031 | $3.5M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.3% | 33,889 | $3.5M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +38.6% | 33,654 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -12.5% | 33,266 | $3.4M |
| Smithfield Trust Co | 0.14% | Reduce -1.4% | 31,715 | $3.2M |
| Allstate Corp. | 0.03% | Add +41.4% | 31,714 | $3.2M |
| Knights of Columbus Asset Advisors LLC | 0.18% | No change | 31,649 | $3.2M |
| Andra AP-fonden | 0.04% | Reduce -84.3% | 31,552 | $3.2M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.9% | 31,465 | $3.2M |
| Norinchukin Bank, The | 0.04% | Reduce -1.2% | 31,441 | $3.2M |
| Fideuram Asset Management (Ireland) dac | 0.40% | Add +29784.5% | 28,988 | $3.2M |
| OP Asset Management Ltd | 0.03% | Reduce -6.7% | 30,698 | $3.1M |
| Siemens Fonds Invest GmbH | 0.18% | Add +8.1% | 30,654 | $3.1M |
| Buckland Partners Management Co LLC | 1.87% | No change | 30,000 | $3.1M |
| Burney Co./ | 0.10% | Reduce -35.5% | 30,068 | $3.1M |
| One Capital Management, LLC | 0.08% | Reduce -1.5% | 30,034 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.16% | Add +0.3% | 29,951 | $3.1M |
| Heritage Trust Co | 0.31% | Add +7.2% | 29,798 | $3.0M |
| Bessemer Group Inc. | 0.00% | Add +3.2% | 29,560 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -4.6% | 29,450 | $3.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -23.8% | 29,108 | $3.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 28,336 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -21.2% | 28,284 | $2.9M |
| Dumont & Blake Investment Advisors LLC | 0.72% | Reduce -1.4% | 28,204 | $2.9M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +5.0% | 27,812 | $2.8M |
| US Bancorp \de | 0.00% | Add +11.7% | 27,280 | $2.8M |
| Sage Capital Management, LLC | 1.28% | Reduce -1.9% | 26,692 | $2.7M |
| Gradient Investments LLC | 0.04% | New | 26,439 | $2.7M |
| Entropy Technologies, LP | 0.12% | Add +370.2% | 26,399 | $2.7M |
| Independent Advisor Alliance | 0.03% | Reduce -3.7% | 25,787 | $2.6M |
| XTX Topco Ltd | 0.05% | New | 25,465 | $2.6M |
| Lanark Financial, Inc. | 0.19% | Add +601.2% | 25,426 | $2.6M |
| Meridian Wealth Advisors, LLC | 0.34% | Add +25.0% | 25,399 | $2.6M |
| Merit Financial Group, LLC | 0.02% | Add +21.1% | 25,033 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +43.7% | 24,807 | $2.5M |
| Vectors Research Management, LLC | 0.73% | Reduce -34.7% | 24,565 | $2.5M |
| Tidal Investments LLC | 0.01% | Add +76.6% | 24,263 | $2.5M |
| Jain Global LLC | 0.03% | New | 24,108 | $2.5M |
| PFG Investments, LLC | 0.11% | Reduce -6.9% | 23,569 | $2.4M |
| Corrado Advisors, LLC | 1.25% | Add +18.3% | 23,483 | $2.4M |
| Westpac Banking Corp. | 0.17% | Reduce -0.3% | 23,311 | $2.4M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | New | 23,278 | $2.4M |
| Capital Investment Advisors, LLC | 0.03% | Add +0.4% | 23,174 | $2.4M |
| Empowered Funds, LLC | 0.01% | Add +198.8% | 23,082 | $2.4M |
| Gulf International Bank (UK) Ltd | 0.05% | Add +54.7% | 22,970 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 22,954 | $2.3M |
| Fifth Third Bancorp | 0.00% | Add +0.7% | 22,940 | $2.3M |
| Sippican Capital Advisors | 1.59% | Reduce -2.4% | 22,727 | $2.3M |
| Avanza Fonder AB | 0.06% | No change | 22,699 | $2.3M |
| CoreFirst Bank & Trust | 1.23% | Reduce -0.9% | 22,629 | $2.3M |
| Nepsis Inc. | 0.77% | Reduce -2.4% | 22,530 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -37.0% | 22,278 | $2.3M |
| Intech Investment Management LLC | 0.02% | Reduce -76.4% | 22,268 | $2.3M |
| Naviter Wealth, LLC | 0.28% | Add +11.0% | 21,964 | $2.3M |
| GeoWealth Management, LLC | 0.08% | Add +8.6% | 22,144 | $2.3M |
| Erste Asset Management GmbH | 0.02% | Add +10.1% | 23,000 | $2.2M |
| Brown Advisory Inc. | 0.00% | Add +36.3% | 21,830 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Reduce -2.5% | 21,816 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -3.2% | 21,739 | $2.2M |
| Pasadena Private Wealth, LLC | 0.31% | Reduce -8.3% | 21,610 | $2.2M |
| KCM Investment Advisors LLC | 0.07% | Add +0.0% | 21,311 | $2.2M |
| MASTERINVEST Kapitalanlage GmbH | 0.23% | Add +7.7% | 21,228 | $2.2M |
| Investment Management Corp of Ontario | 0.03% | Reduce -15.4% | 21,135 | $2.2M |
| Ancora Advisors LLC | 0.05% | Reduce -5.2% | 20,892 | $2.1M |
| Lido Advisors, LLC | 0.01% | Reduce -2.4% | 20,708 | $2.1M |
| Praxis Investment Management Inc. | 0.13% | No change | 20,717 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.65% | Reduce -9.2% | 20,627 | $2.1M |
| Fiduciary Trust Co | 0.02% | Reduce -4.3% | 20,316 | $2.1M |
| Pensionfund Sabic | 2.50% | Add +8.0% | 20,300 | $2.1M |
| MAI Capital Management | 0.01% | Add +17.0% | 20,234 | $2.1M |
| Edgestream Partners, L.P. | 0.07% | New | 20,057 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -1.4% | 19,458 | $2.0M |
| NewEdge Wealth, LLC | 0.02% | Add +41.3% | 19,365 | $2.0M |
| Gables Capital Management Inc. | 0.84% | Reduce -4.7% | 19,342 | $2.0M |
| GRS Advisors, LLC | 0.19% | New | 19,231 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +324.2% | 19,177 | $2.0M |
| Blue Sparrow, LLC | 0.03% | New | 19,130 | $2.0M |
| AG2R La Mondiale Gestion D'actifs | 0.09% | Reduce -13.2% | 18,963 | $1.9M |
| Kentucky Trust Co | 1.01% | Reduce -1.1% | 18,865 | $1.9M |
| Horizon Kinetics Asset Management LLC | 0.02% | No change | 18,405 | $1.9M |
| Courier Capital LLC | 0.10% | Reduce -34.7% | 18,021 | $1.8M |
| Wolverine Asset Management LLC | 0.10% | Reduce -24.8% | 17,932 | $1.8M |
| Mizuho Securities USA LLC | 0.04% | Reduce -16.9% | 17,885 | $1.8M |
| Cascade Investment Group, Inc. | 1.20% | Reduce -7.5% | 17,781 | $1.8M |
| Inspire Trust Co, N.A. | 0.28% | Reduce -12.2% | 17,559 | $1.8M |
| Capital Financial Group Inc\co\ | 0.98% | Add +2.8% | 17,472 | $1.8M |
| Summit Trail Advisors, LLC | 0.03% | Add +16.4% | 17,438 | $1.8M |
| Twinbeech Capital LP | 0.18% | Reduce -62.1% | 17,400 | $1.8M |
| Madison Asset Management, LLC | 0.02% | No change | 17,052 | $1.7M |
| RFG Advisory, LLC | 0.03% | Reduce -8.3% | 16,998 | $1.7M |
| Hartford Investment Management Co. | 0.05% | Reduce -1.2% | 16,879 | $1.7M |
| Claro Advisors Inc. | 0.21% | Add +1.4% | 16,739 | $1.7M |
| Crescent Grove Advisors, LLC | 0.17% | Add +21.1% | 16,054 | $1.7M |
| DRW Securities, LLC | 0.09% | Add +256.3% | 16,414 | $1.7M |
| Commerce Bank | 0.01% | Add +1.3% | 16,393 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +150.3% | 16,363 | $1.7M |
| World Investment Advisors | 0.03% | Add +17.3% | 16,285 | $1.7M |
| Snowden Capital Advisors LLC | 0.04% | Add +7.5% | 15,834 | $1.6M |
| Community Bank of Raymore | 1.09% | Add +4.1% | 15,871 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -1.3% | 15,818 | $1.6M |
| Abn Amro Investment Solutions | 0.02% | Reduce -2.5% | 15,813 | $1.6M |
| Royal Fund Management, LLC | 0.15% | Reduce -66.0% | 15,649 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +30.3% | 15,406 | $1.6M |
| King Luther Capital Management Corp. | 0.01% | Reduce -3.9% | 15,302 | $1.6M |
| DoubleLine ETF Adviser LP | 0.59% | Reduce -19.9% | 15,281 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.8% | 15,153 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | No change | 15,100 | $1.5M |
| Havemeyer Place LP | 0.18% | Add +60.6% | 15,077 | $1.5M |
| One Charles Private Wealth Services, LLC | 0.38% | Reduce -1.3% | 14,975 | $1.5M |
| Simplex Trading, LLC | 0.05% | Add +527.9% | 14,800 | $1.5M |
| Carnegie Investment Counsel | 0.03% | Add +210.3% | 14,755 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Add +3.1% | 14,703 | $1.5M |
| Kessler Investment Group, LLC | 0.71% | Add +25.2% | 14,657 | $1.5M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -7.0% | 14,603 | $1.5M |
| Fox Run Management, L.L.C. | 0.25% | New | 14,738 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.08% | Add +0.1% | 14,065 | $1.4M |
| Trust Investment Advisors | 0.83% | Reduce -19.4% | 13,955 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | No change | 13,840 | $1.4M |
| Texas Yale Capital Corp. | 0.04% | No change | 13,505 | $1.4M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +27.6% | 13,362 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +126.8% | 13,179 | $1.3M |
| Ossiam | 0.02% | Add +4.0% | 13,154 | $1.3M |
| Walleye Trading LLC | 0.03% | New | 12,980 | $1.3M |
| Roman Butler Fullerton & Co. | 0.36% | Reduce -0.4% | 12,330 | $1.3M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Add +6.9% | 12,867 | $1.3M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | Reduce -2.6% | 12,754 | $1.3M |
| Choreo, LLC | 0.02% | Add +7.0% | 12,624 | $1.3M |
| Wiregrass Investment Management LLC | 1.08% | Add +3.6% | 12,728 | $1.3M |
| E. Ohman J:or Asset Management AB | 0.03% | No change | 12,703 | $1.3M |
| Comprehensive Money Management Services LLC | 0.84% | Add +1.5% | 12,540 | $1.3M |
| HM Payson & Co. | 0.02% | No change | 12,526 | $1.3M |
| Reik & Co., LLC | 0.35% | No change | 12,480 | $1.3M |
| Agf Management Ltd. | 0.01% | Reduce -52.9% | 12,363 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +5.4% | 12,356 | $1.3M |
| Banque Cantonale Vaudoise | 0.05% | Add +14.3% | 12,356 | $1.3M |
| LDR Capital Management LLC | 2.46% | Reduce -18.6% | 12,344 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +69.3% | 10,693 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | Add +9.1% | 12,260 | $1.3M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -3.9% | 12,237 | $1.2M |
| Widmann Financial Services, Inc. | 0.74% | Add +0.1% | 12,125 | $1.2M |
| MUFG Securities EMEA plc | 0.02% | No change | 12,122 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Add +6.3% | 12,119 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.3% | 12,050 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Reduce -9.7% | 11,923 | $1.2M |
| Segall Bryant & Hamill, LLC | 0.02% | No change | 12,009 | $1.2M |
| Metis Global Partners, LLC | 0.03% | Reduce -11.7% | 11,942 | $1.2M |
| Abbot Financial Management, Inc. | 0.52% | No change | 11,877 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -74.9% | 11,836 | $1.2M |
| Ascentis Independent Advisors | 0.09% | Add +86.4% | 11,822 | $1.2M |
| Tema ETFs LLC | 0.08% | Reduce -41.4% | 11,780 | $1.2M |
| Delta Capital Management LLC | 0.66% | No change | 11,610 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Add +3.9% | 11,304 | $1.2M |
| F/m Investments LLC | 0.08% | Reduce -48.8% | 11,275 | $1.2M |
| Verdence Capital Advisors LLC | 0.07% | Reduce -4.4% | 11,273 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +60.9% | 11,217 | $1.1M |
| Moody National Bank Trust Division | 0.11% | Add +3.7% | 11,210 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +24.7% | 11,160 | $1.1M |
| Kintegral Advisory, LLC | 0.11% | Reduce -4.3% | 11,038 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +0.5% | 11,094 | $1.1M |
| Retirement Planning Co of New England, Inc. | 0.46% | Reduce -2.3% | 11,048 | $1.1M |
| Glenview Trust Co | 0.02% | Add +0.1% | 11,016 | $1.1M |
| Schroder Investment Management Group | 0.00% | Add +5.2% | 10,976 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +21.6% | 10,967 | $1.1M |
| Saudi Central Bank | 0.02% | New | 10,911 | $1.1M |
| Guardian Asset Advisors, LLC | 0.65% | Add +6.7% | 10,911 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Add +4.3% | 10,850 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +26.5% | 10,782 | $1.1M |
| Ingalls & Snyder LLC | 0.04% | Reduce -0.1% | 10,735 | $1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +415.7% | 10,726 | $1.1M |
| Truvestments Capital LLC | 0.20% | Reduce -3.7% | 10,694 | $1.1M |
| Brighton Jones LLC | 0.02% | New | 10,675 | $1.1M |
| Burling Wealth Partners, LLC | 0.18% | Reduce -5.3% | 10,671 | $1.1M |
| Wellington Shields & Co., LLC | 0.28% | No change | 10,643 | $1.1M |
| Beacon Financial Advisory LLC | 0.25% | Add +0.7% | 10,621 | $1.1M |
| J.M. Arbour, LLC | 1.04% | Reduce -2.4% | 10,601 | $1.1M |
| Highline Wealth Partners LLC | 0.27% | Reduce -18.5% | 10,503 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | Add +123.1% | 10,610 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +12.8% | 10,464 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +5.0% | 10,528 | $1.1M |
| Plimoth Trust Co. LLC | 0.24% | No change | 10,328 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.15% | No change | 10,200 | $1.0M |
| Smith Group Asset Management, LLC | 0.05% | No change | 10,000 | $1.0M |
| Sterling Capital Management LLC | 0.02% | Reduce -43.2% | 9,883 | $1.0M |
| Creative Financial Designs Inc. | 0.06% | Add +7007.2% | 9,879 | $1.0M |
| Landscape Capital Management, L.L.C. | 0.06% | New | 9,839 | $1.0M |
| Emerald Investment Advisers, LLC | 0.09% | — | 9,818 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.5% | 9,700 | $991K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -15.8% | 9,693 | $990K |
| Diversify Wealth Management, LLC | 0.02% | Add +219.1% | 8,615 | $987K |
| Nomura Holdings Inc. | 0.01% | Reduce -34.9% | 9,655 | $986K |
| Atwood & Palmer Inc. | 0.05% | Add +0.1% | 9,476 | $968K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 9,465 | $967K |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.1% | 9,465 | $965K |
| Ullmann Wealth Partners Group, LLC | 0.10% | Add +0.9% | 9,439 | $964K |
| Beacon Investment Advisors LLC | 0.36% | Reduce -1.9% | 9,388 | $959K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -87.3% | 9,386 | $958K |
| Denali Advisors LLC | 0.11% | Add +0.4% | 9,358 | $956K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Reduce -1.0% | 9,344 | $954K |
| Mechanics Bank Trust Department | 0.13% | Add +5.0% | 9,273 | $947K |
| Jump Financial, LLC | 0.02% | New | 9,234 | $943K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -4.2% | 9,234 | $943K |
| Ostrum Asset Management | 0.05% | Add +924.7% | 9,222 | $942K |
| Oddo BHF Asset Management Sas | 0.04% | Reduce -8.8% | 9,183 | $938K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.8% | 9,145 | $934K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -23.2% | 9,113 | $931K |
| Greenleaf Trust | 0.01% | Add +4.4% | 9,079 | $927K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.7% | 9,034 | $923K |
| Founders Financial Alliance, LLC | 0.17% | Add +0.5% | 9,019 | $921K |
| Wedbush Securities Inc. | 0.03% | Reduce -3.1% | 9,007 | $920K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.5% | 8,992 | $918K |
| Callan Family Office, LLC | 0.02% | Add +1.4% | 8,743 | $893K |
| Ofi Invest Asset Management | 0.01% | Add +153.3% | 8,724 | $891K |
| Verus Capital Partners, LLC | 0.06% | Reduce -7.8% | 8,701 | $889K |
| Brooklyn Investment Group | 0.03% | Add +74.0% | 8,679 | $886K |
| Ascent Group, LLC | 0.03% | Add +13.4% | 8,652 | $884K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -6.9% | 8,628 | $881K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -26.8% | 8,613 | $880K |
| V-Square Quantitative Management LLC | 0.09% | Reduce -6.8% | 8,557 | $874K |
| Herold Advisors, Inc. | 0.19% | Reduce -1.7% | 8,500 | $868K |
| Future Financial Wealth Managment LLC | 0.56% | Reduce -5.1% | 7,646 | $868K |
| North Dakota State Investment Board | 0.04% | Reduce -15.7% | 8,480 | $866K |
| Syon Capital LLC | 0.04% | Add +63.6% | 8,353 | $853K |
| Trivium Point Advisory, LLC | 0.15% | Add +8.9% | 8,329 | $851K |
| Bramshill Investments, LLC | 0.07% | Reduce -0.6% | 8,243 | $842K |
| Mufg Securities Americas Inc. | 0.05% | Add +2.8% | 8,186 | $836K |
| Rik Saylor Financial, Inc. | 0.63% | Add +0.2% | 8,180 | $836K |
| Strait & Sound Wealth Management LLC | 0.32% | Add +0.1% | 8,136 | $831K |
| Natixis | 0.00% | Reduce -39.3% | 8,120 | $829K |
| RNC Capital Management LLC | 0.04% | No change | 8,000 | $817K |
| Cresset Asset Management, LLC | 0.00% | Add +18.1% | 7,925 | $816K |
| Colonial River Investments, LLC | 0.29% | Reduce -1.2% | 7,987 | $816K |
| Bailard, Inc. | 0.02% | No change | 7,942 | $811K |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.2% | 7,937 | $811K |
| EntryPoint Capital, LLC | 0.23% | Reduce -25.6% | 7,819 | $799K |
| Archer Investment Corp | 0.17% | No change | 7,800 | $797K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | No change | 7,721 | $789K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.3% | 7,705 | $787K |
| Huntington National Bank | 0.01% | Add +18.5% | 7,520 | $768K |
| Mgo One Seven LLC | 0.02% | Add +4.8% | 7,510 | $767K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.8% | 7,495 | $766K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -2.1% | 7,489 | $765K |
| Mathes Company, Inc. | 0.28% | Reduce -2.0% | 7,400 | $756K |
| Princeton Capital Management LLC | 0.21% | No change | 7,401 | $756K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.7% | 7,386 | $754K |
| GTS Securities LLC | 0.03% | Add +135.0% | 7,330 | $749K |
| Larson Financial Group LLC | 0.02% | Add +273.5% | 7,290 | $745K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.4% | 7,115 | $727K |
| TBH Global Asset Management, LLC | 0.15% | Reduce -0.7% | 7,070 | $722K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -0.1% | 7,004 | $715K |
| Fiduciary Group, LLC | 0.06% | No change | 7,000 | $715K |
| Checchi Capital Advisers, LLC | 0.05% | Add +7.2% | 6,980 | $713K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -2.4% | 6,926 | $707K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +6.1% | 6,912 | $706K |
| Avior Wealth Management, LLC | 0.02% | New | 6,889 | $704K |
| Evergreen Capital Management LLC | 0.02% | Add +17.7% | 6,870 | $702K |
| IHT Wealth Management, LLC | 0.02% | Reduce -57.9% | 6,868 | $702K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -69.7% | 6,789 | $693K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 6,716 | $686K |
| GAMMA Investing LLC | 0.03% | Add +46.2% | 6,621 | $676K |
| Quadrant Capital Group LLC | 0.02% | Add +8.3% | 6,576 | $672K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -12.2% | 6,504 | $664K |
| Canada Post Corp Registered Pension Plan | 0.03% | No change | 6,457 | $660K |
| Summit Financial, LLC | 0.01% | Reduce -4.5% | 6,380 | $657K |
| Kingsview Wealth Management, LLC | 0.01% | Add +26.1% | 6,426 | $656K |
| Aprio Wealth Management, LLC | 0.04% | Add +18.5% | 6,379 | $652K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +1.1% | 6,364 | $650K |
| Horizon Investments, LLC | 0.01% | Add +35.8% | 6,353 | $649K |
| Aigen Investment Management, LP | 0.16% | New | 6,255 | $639K |
| Harbour Investments, Inc. | 0.01% | Reduce -16.8% | 6,174 | $631K |
| Essex Financial Services, Inc. | 0.04% | Add +1.0% | 6,170 | $630K |
| Independence Bank of Kentucky | 0.08% | Reduce -21.0% | 6,124 | $626K |
| Signaturefd, LLC | 0.01% | Add +9.2% | 6,120 | $625K |
| Fidelis Capital Partners, LLC | 0.04% | Add +10.1% | 6,111 | $624K |
| Sheets Smith Wealth Management | 0.07% | Add +0.6% | 6,025 | $615K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -22.4% | 5,905 | $608K |
| Columbia Asset Management | 0.12% | Reduce -7.5% | 5,912 | $604K |
| Machina Capital S.A.S. | 0.12% | New | 5,910 | $604K |
| CX Institutional | 0.02% | Reduce -10.0% | 5,893 | $602K |
| Pinnacle Family Advisors, LLC | 0.28% | Add +0.5% | 5,880 | $601K |
| West Wealth Group, LLC | 0.12% | Add +0.3% | 5,865 | $599K |
| Ballentine Partners, LLC | 0.01% | Reduce -10.9% | 5,843 | $597K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 5,746 | $587K |
| Somerset Trust Co | 0.18% | Reduce -2.6% | 5,675 | $580K |
| WASHINGTON TRUST Co | 0.02% | No change | 5,586 | $571K |
| AE Wealth Management LLC | 0.00% | Reduce -33.2% | 5,506 | $562K |
| Simplicity Wealth,LLC | 0.03% | Add +3.8% | 5,497 | $561K |
| TD Private Client Wealth LLC | 0.01% | Add +24.1% | 5,486 | $560K |
| Ameritas Advisory Services, LLC | 0.02% | Add +44.2% | 5,458 | $557K |
| Financial Management Professionals, Inc. | 0.06% | Add +1.4% | 5,337 | $550K |
| Brown Brothers Harriman & Co. | 0.00% | Add +149.8% | 5,231 | $534K |
| HUB Investment Partners, LLC | 0.01% | Reduce -19.2% | 5,230 | $534K |
| Valued Retirements, Inc. | 0.52% | No change | 5,190 | $530K |
| Destination Wealth Management | 0.01% | Add +58.0% | 5,186 | $530K |
| M&G PLC | 0.00% | Add +4.6% | 5,193 | $530K |
| Hancock Whitney Corp. | 0.01% | Reduce -5.8% | 4,202 | $529K |
| Group One Trading LLC | 0.02% | Reduce -18.2% | 5,151 | $526K |
| Spire Wealth Management | 0.02% | Reduce -55.2% | 5,138 | $525K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Add +0.1% | 5,072 | $518K |
| Welch Group, LLC | 0.02% | Add +6.0% | 5,069 | $518K |
| Prudential PLC | 0.00% | No change | 5,066 | $517K |
| Estabrook Capital Management | 0.08% | No change | 5,025 | $513K |
| NorthStar Asset Management LLC | 0.25% | No change | 5,015 | $512K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +4.1% | 4,991 | $510K |
| Linscomb Wealth, Inc. | 0.02% | Add +4.1% | 4,954 | $506K |
| Kapstone Financial Advisors LLC | 0.25% | Reduce -2.8% | 4,952 | $506K |
| Performance Wealth Partners, LLC | 0.01% | Add +0.0% | 4,941 | $505K |
| LBP Am SA | 0.01% | Reduce -96.4% | 4,874 | $498K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +4.6% | 4,198 | $495K |
| Daymark Wealth Partners, LLC | 0.02% | Add +77.9% | 4,806 | $491K |
| Smith Asset Management Co., LLC | 0.42% | Reduce -3.4% | 4,756 | $486K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -13.8% | 4,738 | $484K |
| Guggenheim Capital LLC | 0.00% | Reduce -26.4% | 4,715 | $482K |
| Bridgewater Associates | 0.00% | New | 4,694 | $479K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 4,692 | $479K |
| JB Capital LLC | 0.02% | Reduce -1.0% | 4,626 | $473K |
| Augustine Asset Management Inc. | 0.11% | Add +0.3% | 4,612 | $471K |
| AlphaGrep UK Ltd | 0.14% | Reduce -29.5% | 4,610 | $471K |
| Curi Capital, LLC | 0.01% | Reduce -5.0% | 4,567 | $469K |
| Clearstead Advisors, LLC | 0.00% | Add +159.1% | 4,578 | $468K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,503 | $460K |
| Aspen Investment Management Inc | 0.14% | Add +3.5% | 4,496 | $459K |
| Krilogy Financial LLC | 0.01% | Add +17.4% | 3,885 | $457K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -8.8% | 4,464 | $456K |
| Quest Investment Management LLC | 0.05% | Add +0.2% | 4,437 | $453K |
| Essex Bank | 0.10% | Reduce -1.4% | 4,431 | $453K |
| Assetmark, Inc. | 0.00% | Add +1.7% | 4,413 | $451K |
| Measured Wealth Private Client Group, LLC | 0.12% | Reduce -33.1% | 4,366 | $446K |
| Advisors Management Group Inc. | 0.08% | Add +41.8% | 4,305 | $439K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,284 | $438K |
| BCO Wealth Management LLC | 0.26% | No change | 4,275 | $437K |
| Advisory Advocates, LLC | 0.44% | Reduce -30.8% | 4,250 | $434K |
| Fiduciary Family Office, LLC | 0.12% | Reduce -2.9% | 4,236 | $433K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -18.8% | 4,187 | $428K |
| Howland Capital Management LLC | 0.02% | Reduce -0.7% | 4,147 | $425K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -2.2% | 4,113 | $425K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.8% | 4,151 | $424K |
| WealthBridge Capital Management, LLC | 0.10% | Reduce -3.8% | 4,130 | $422K |
| Hilton Head Capital Partners, LLC | 0.24% | No change | 4,120 | $421K |
| Sivia Capital Partners, LLC | 0.08% | Add +19.1% | 4,109 | $420K |
| Waddell & Associates, LLC | 0.02% | New | 4,108 | $420K |
| Natural Investments, LLC | 0.10% | Add +1.4% | 4,109 | $419K |
| Disciplined Equity Management, Inc. | 0.21% | No change | 4,085 | $417K |
| Advisory Alpha, LLC | 0.01% | New | 4,076 | $416K |
| Alliance Wealth Advisors, LLC | 0.09% | Reduce -0.3% | 4,073 | $416K |
| Integrity Alliance, Llc. | 0.02% | Reduce -10.5% | 4,067 | $415K |
| Axis Wealth Partners, LLC | 0.22% | Add +0.4% | 4,047 | $413K |
| Csenge Advisory Group | 0.02% | Add +58.8% | 4,037 | $412K |
| International Assets Investment Management, LLC | 0.03% | Reduce -1.8% | 4,083 | $412K |
| Gateway Wealth Partners, LLC | 0.02% | New | 4,017 | $410K |
| Pension & Wealth Management Advisors, Inc. | 0.12% | Reduce -1.3% | 3,996 | $408K |
| Arax Advisory Partners | 0.01% | Reduce -13.8% | 3,985 | $408K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +186.2% | 3,987 | $407K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -0.3% | 3,956 | $404K |
| Keybank National Association | 0.00% | Add +46.1% | 3,938 | $402K |
| Profund Advisors LLC | 0.01% | Reduce -23.1% | 3,910 | $399K |
| Bogart Wealth, LLC | 0.02% | Reduce -0.5% | 3,900 | $398K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -10.2% | 3,894 | $398K |
| Cfo Capital Management LLC | 0.33% | Reduce -23.1% | 3,874 | $396K |
| Parallel Advisors, LLC | 0.01% | Add +23.2% | 3,857 | $394K |
| Ledgewood Wealth Advisors, LLC | 0.22% | No change | 3,806 | $389K |
| Wedmont Private Capital | 0.01% | Add +8.5% | 3,634 | $389K |
| Sculati Wealth Management, LLC | 0.14% | No change | 3,795 | $388K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,780 | $386K |
| Hilltop Holdings Inc. | 0.04% | Reduce -11.8% | 3,776 | $386K |
| Armor Investment Advisors, LLC | 0.14% | No change | 3,773 | $385K |
| Perigon Wealth Management, LLC | 0.01% | Add +13.7% | 3,748 | $383K |
| Meeder Advisory Services, Inc. | 0.02% | Add +2.9% | 3,741 | $382K |
| Equitable Holdings, Inc. | 0.00% | Add +19.7% | 4,551 | $381K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -7.2% | 3,735 | $381K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +3.1% | 3,709 | $379K |
| Significant Wealth Partners LLC | 0.46% | New | 3,693 | $377K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +7.0% | 3,686 | $376K |
| Putney Financial Group LLC | 0.38% | Reduce -10.3% | 3,659 | $374K |
| Park National Corp. | 0.01% | Reduce -4.7% | 3,656 | $373K |
| Aire Advisors, LLC | 0.07% | Add +1.4% | 3,642 | $372K |
| Stephens Inc. | 0.00% | Reduce -5.4% | 3,639 | $372K |
| Dakota Wealth Management | 0.01% | Add +0.0% | 3,621 | $370K |
| Three Magnolias Financial Advisors, LLC | 0.23% | No change | 3,600 | $368K |
| Ellevest, Inc. | 0.05% | Reduce -15.4% | 3,597 | $367K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 3,591 | $367K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -19.6% | 3,580 | $366K |
| Composition Wealth, LLC | 0.01% | Add +7.0% | 3,579 | $366K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -11.9% | 3,579 | $366K |
| Atlas Capital Advisors Inc. | 0.04% | Reduce -24.6% | 3,575 | $365K |
| Gateway Investment Advisers LLC | 0.00% | New | 3,557 | $363K |
| Monument Capital Management | 0.09% | Add +0.1% | 3,549 | $363K |
| Simmons Bank | 0.02% | New | 3,545 | $362K |
| Prestige Wealth Management Group LLC | 0.07% | Add +2289.9% | 3,537 | $361K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,524 | $360K |
| Bull Harbor Capital LLC | 0.10% | — | 3,507 | $358K |
| Long Road Investment Counsel, LLC | 0.14% | No change | 3,500 | $357K |
| Philadelphia Trust Co. | 0.03% | No change | 3,500 | $357K |
| Fort Point Capital Partners LLC | 0.05% | New | 3,463 | $356K |
| VestGen Advisors, LLC | 0.01% | New | 2,821 | $356K |
| Fisher Asset Management | 0.00% | Reduce -17.4% | 3,482 | $356K |
| Frec Markets, Inc. | 0.06% | New | 3,462 | $354K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,453 | $352K |
| Fulton Bank, N.A. | 0.01% | New | 3,448 | $352K |
| Pathway Financial Advisers, LLC | 0.10% | Reduce -5.8% | 3,437 | $351K |
| Continuum Advisory, LLC | 0.03% | Add +20.5% | 3,410 | $348K |
| Palacios Wealth Management, LLC | 0.22% | No change | 2,755 | $347K |
| Leonteq Securities AG | 0.02% | Reduce -67.9% | 3,364 | $344K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 3,350 | $342K |
| Richmond Investment Services, LLC | 0.06% | Add +0.2% | 3,331 | $340K |
| Davis R M Inc. | 0.01% | No change | 3,318 | $339K |
| Atria Investments, Inc | 0.00% | Add +10.4% | 3,318 | $339K |
| American Investment Services, Inc. | 0.08% | Add +6.5% | 3,304 | $337K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +2.0% | 3,301 | $337K |
| Cetera Trust Company, N.A | 0.19% | Reduce -8.4% | 3,285 | $336K |
| Foster & Motley Inc. | 0.02% | No change | 3,283 | $335K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,272 | $334K |
| Sowell Financial Services LLC | 0.01% | Add +18.9% | 3,263 | $333K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -19.1% | 3,236 | $331K |
| Integrated Advisors Network LLC | 0.02% | Reduce -48.2% | 3,229 | $330K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.9% | 3,227 | $330K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 3,204 | $327K |
| E&G Advisors, LLC | 0.07% | No change | 3,200 | $327K |
| Perennial Investment Advisors, LLC | 0.03% | Add +6.0% | 3,168 | $324K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -6.9% | 3,149 | $322K |
| Kovack Advisors, Inc. | 0.02% | Reduce -5.9% | 3,141 | $319K |
| Fortis Capital Management LLC | 0.04% | Reduce -0.5% | 3,123 | $319K |
| Fortitude Family Office, LLC | 0.07% | No change | 3,112 | $318K |
| Ameliora Wealth Management Ltd. | 0.10% | Reduce -28.7% | 3,100 | $317K |
| Mather Group, Llc. | 0.00% | Reduce -0.2% | 3,094 | $316K |
| TradeLink Capital LLC | 2.38% | New | 3,083 | $315K |
| WealthCare Asset Management, LLC | 0.33% | Add +1.0% | 3,057 | $312K |
| Diversified Enterprises, LLC | 0.02% | Add +11.1% | 3,053 | $312K |
| Montag A & Associates Inc. | 0.01% | No change | 3,019 | $311K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -6.2% | 3,048 | $309K |
| Virtu Financial LLC | 0.01% | New | 3,006 | $307K |
| Asset Planning,Inc | 0.22% | No change | 3,000 | $306K |
| Clean Yield Group | 0.09% | No change | 3,000 | $306K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,988 | $305K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +0.8% | 2,980 | $305K |
| James Hambro & Partners LLP | 0.01% | No change | 2,972 | $304K |
| Crown Wealth Group, LLC | 0.09% | Reduce -3.7% | 2,948 | $301K |
| Mission Wealth Management, LP | 0.01% | Add +5.8% | 2,948 | $301K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Add +1.2% | 2,925 | $299K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,890 | $295K |
| Rothschild Investment LLC | 0.02% | Add +268.9% | 2,877 | $294K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,276 | $293K |
| Southland Equity Partners LLC | 0.06% | Reduce -5.0% | 2,867 | $293K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 2,862 | $292K |
| BTC Capital Management, Inc. | 0.02% | No change | 2,861 | $292K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.8% | 2,853 | $291K |
| SVB Wealth LLC | 0.02% | Add +1.3% | 2,822 | $288K |
| IMA Advisory Services, Inc. | 0.03% | Reduce -6.2% | 2,787 | $287K |
| Cigna Investments Inc. | 0.04% | Reduce -2.8% | 2,808 | $287K |
| Jordan Park Group LLC | 0.02% | No change | 2,803 | $286K |
| Savvy Advisors, Inc. | 0.01% | Add +2.1% | 2,802 | $286K |
| Wealth Alliance, LLC | 0.03% | New | 2,801 | $286K |
| Investment House LLC | 0.01% | No change | 2,800 | $286K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +64.1% | 2,796 | $286K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -30.2% | 2,793 | $285K |
| Exchange Traded Concepts, LLC | 0.00% | Add +176.1% | 2,791 | $285K |
| American Institute for Advanced Investment Management, LLP | 0.18% | Reduce -40.3% | 2,790 | $285K |
| Nwam LLC | 0.02% | Add +12.2% | 2,783 | $284K |
| Commerzbank Aktiengesellschaft | 0.01% | Reduce -3.4% | 2,758 | $282K |
| TCI Wealth Advisors, Inc. | 0.01% | Add +1.6% | 2,756 | $282K |
| Optas, LLC | 0.04% | New | 2,750 | $281K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Reduce -2.4% | 2,733 | $279K |
| Cardiff Park Advisors, LLC | 0.02% | New | 2,725 | $278K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -3.1% | 2,725 | $278K |
| Advisor OS, LLC | 0.02% | New | 2,723 | $278K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 2,716 | $277K |
| SeaBridge Investment Advisors LLC | 0.05% | New | 2,711 | $277K |
| Allen Investment Management, LLC | 0.00% | No change | 2,696 | $275K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -4.3% | 2,694 | $275K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,692 | $275K |
| Walker Asset Management, LLC | 0.15% | Add +1.0% | 2,691 | $275K |
| Keystone Financial Group | 0.02% | No change | 2,679 | $274K |
| Sigma Planning Corp | 0.01% | Reduce -25.8% | 2,674 | $273K |
| AlphaStar Capital Management, LLC | 0.02% | New | 2,666 | $272K |
| Parcion Private Wealth LLC | 0.02% | New | 2,666 | $272K |
| Patton Fund Management, Inc. | 0.05% | No change | 2,663 | $272K |
| Vise Technologies, Inc. | 0.01% | No change | 3,270 | $271K |
| Seelaus Asset Management LLC | 0.20% | Reduce -13.1% | 2,650 | $271K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -10.8% | 2,649 | $271K |
| Aberdeen Wealth Management LLC | 0.12% | No change | 2,645 | $270K |
| Kavar Capital Partners Group, LLC | 0.03% | Reduce -16.1% | 2,642 | $270K |
| Evolve Private Wealth, LLC | 0.01% | New | 2,591 | $265K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -34.1% | 2,576 | $263K |
| Personal Cfo Solutions, LLC | 0.04% | Add +0.9% | 2,550 | $263K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -52.5% | 2,557 | $261K |
| Centerpoint Advisory Group | 0.19% | No change | 2,535 | $259K |
| Segment Wealth Management, LLC | 0.02% | No change | 2,534 | $259K |
| Mattson Financial Services, LLC | 0.06% | New | 2,516 | $257K |
| Xxi Wealth, LLC | 0.14% | New | 2,506 | $256K |
| Brown Financial Advisors | 0.10% | New | 2,490 | $254K |
| Bayforest Capital Ltd | 0.28% | Reduce -0.0% | 2,476 | $253K |
| Samalin Investment Counsel, LLC | 0.09% | Reduce -4.5% | 2,463 | $252K |
| Fielder Capital Group LLC | 0.05% | New | 2,437 | $249K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | Reduce -20.4% | 2,431 | $248K |
| Bridgelight Financial Advisors, Inc. | 0.21% | New | 2,429 | $248K |
| AssuredPartners Investment Advisors, LLC | 0.03% | New | 2,352 | $245K |
| DV Trading LLC | 0.02% | New | 2,400 | $245K |
| Renaissance Technologies | 0.00% | New | 2,400 | $245K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 2,392 | $244K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,381 | $243K |
| Pinnacle Associates Ltd. | 0.00% | New | 2,379 | $243K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 2,350 | $242K |
| Jacobi Capital Management LLC | 0.01% | New | 2,363 | $241K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 2,360 | $241K |
| Prosperity Consulting Group, LLC | 0.01% | New | 2,360 | $241K |
| Armistice Capital, LLC | 0.01% | New | 2,351 | $240K |
| Intrua Financial, LLC | 0.03% | New | 2,349 | $240K |
| Rothschild Wealth LLC | 0.02% | New | 2,330 | $238K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 2,324 | $237K |
| Strategic Blueprint, LLC | 0.01% | New | 2,316 | $237K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 2,315 | $236K |
| Fortress Private Ledger, LLC | 0.07% | New | 2,306 | $236K |
| Soltis Investment Advisors LLC | 0.02% | New | 2,304 | $235K |
| Saxony Capital Management, LLC | 0.14% | New | 2,283 | $233K |
| Fayez Sarofim & Co | 0.00% | New | 2,280 | $233K |
| Smith, Moore & Co. | 0.02% | New | 2,251 | $230K |
| Mystic Asset Management, Inc. | 0.05% | New | 2,247 | $229K |
| Quantbot Technologies LP | 0.01% | New | 2,233 | $228K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 2,228 | $228K |
| Heritage Wealth Advisors | 0.01% | No change | 2,222 | $227K |
| SJS Investment Consulting Inc. | 0.03% | Add +6.0% | 2,218 | $227K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 2,215 | $226K |
| Marex Group Ltd | 0.00% | Reduce -27.3% | 2,215 | $226K |
| Community Bank & Trust, Waco, Texas | 0.04% | New | 2,200 | $225K |
| IFP Advisors, Inc | 0.00% | Reduce -29.5% | 2,201 | $225K |
| AlphaCore Capital LLC | 0.01% | New | 2,183 | $225K |
| Citizens Business Bank | 0.04% | Reduce -22.8% | 2,199 | $225K |
| Spirepoint Private Client, LLC | 0.02% | Reduce -10.5% | 2,197 | $224K |
| Pallas Capital Advisors LLC | 0.01% | New | 2,191 | $224K |
| Ibex Wealth Advisors | 0.02% | New | 2,178 | $222K |
| Empower Advisory Group, LLC | 0.00% | New | 2,155 | $220K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -84.9% | 2,142 | $219K |
| Paller Financial Services Inc | 0.18% | New | 2,132 | $218K |
| Stiles Financial Services Inc | 0.07% | New | 2,127 | $217K |
| Brookwood Investment Group LLC | 0.03% | New | 2,127 | $217K |
| Indivisible Partners | 0.02% | New | 2,125 | $217K |
| Platform Technology Partners | 0.04% | New | 2,120 | $217K |
| Warm Springs Advisors Inc. | 0.18% | New | 2,117 | $216K |
| Abel Hall, LLC | 0.05% | New | 2,106 | $215K |
| Keebeck Wealth Management | 0.02% | New | 2,083 | $215K |
| Vanguard National Trust Co | 0.01% | — | 2,100 | $214K |
| Hunter Associates Investment Management LLC | 0.03% | New | 2,099 | $214K |
| Deseret Mutual Benefit Administrators | 0.07% | Add +73.4% | 2,093 | $214K |
| Silver Oak Securities, Incorporated | 0.02% | New | 2,091 | $214K |
| Copeland Capital Management, LLC | 0.00% | Add +94.5% | 2,091 | $214K |
| Sound Income Strategies, LLC | 0.01% | Reduce -13.7% | 2,084 | $210K |
| Second Line Capital, LLC | 0.04% | New | 1,661 | $209K |
| Valley Financial Group, Inc. | 0.11% | New | 2,048 | $209K |
| Private Trust Co. NA | 0.02% | Add +1.1% | 2,048 | $209K |
| Aspiriant, LLC | 0.01% | New | 2,043 | $209K |
| Ignite Planners, LLC | 0.03% | New | 2,041 | $208K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 2,040 | $208K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 2,037 | $208K |
| Waldron Private Wealth LLC | 0.01% | New | 2,023 | $207K |
| PDS Planning, Inc | 0.01% | New | 2,012 | $205K |
| Root Financial Partners, LLC | 0.01% | Add +66.3% | 2,010 | $205K |
| Supplemental Annuity Collective Trust of NJ | 0.06% | New | 2,001 | $204K |
| Financial Perspectives, Inc | 0.06% | No change | 2,000 | $204K |
| RW Investment Management LLC | 0.02% | — | 2,000 | $204K |
| Apriem Advisors | 0.02% | New | 2,000 | $204K |
| Flputnam Investment Management Co. | 0.00% | Reduce -89.5% | 1,969 | $201K |
| Strategic Investment Solutions, Inc. | 0.05% | No change | 1,923 | $196K |
| Quarry LP | 0.04% | New | 1,907 | $195K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -8.0% | 1,904 | $195K |
| Richardson Financial Services Inc. | 0.12% | Add +53.2% | 1,884 | $192K |
| Coastline Trust Co | 0.02% | No change | 1,856 | $190K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.06% | Add +15.8% | 1,830 | $187K |
| Monetary Management Group Inc. | 0.04% | No change | 1,800 | $184K |
| Versant Capital Management, Inc | 0.02% | Add +32.4% | 1,741 | $178K |
| Nvwm, LLC | 0.04% | No change | 1,699 | $174K |
| SHP Wealth Management | 0.01% | Reduce -4.0% | 1,680 | $172K |
| Penserra Capital Management LLC | 0.00% | Add +3.1% | 1,669 | $170K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -20.7% | 1,650 | $161K |
| Muzinich & Co., Inc. | 0.06% | Add +159.9% | 1,567 | $160K |
| Keating Financial Advisory Services, Inc. | 0.03% | Reduce -80.4% | 1,547 | $158K |
| Whittier Trust Co. | 0.00% | Reduce -14.0% | 1,497 | $156K |
| First Financial Corp. | 0.06% | No change | 1,500 | $153K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -11.3% | 1,499 | $153K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,461 | $150K |
| Optiver Holding B.V. | 0.01% | New | 1,369 | $140K |
| UMB Bank, n.a. | 0.00% | Reduce -31.5% | 1,349 | $138K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,348 | $138K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,324 | $135K |
| Basecamp Wealth Advisors LLC | 0.03% | Add +2.9% | 1,314 | $134K |
| Tower View Wealth Management LLC | 0.07% | Add +1.1% | 1,314 | $134K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Add +1.2% | 1,307 | $133K |
| Silvant Capital Management LLC | 0.00% | No change | 1,292 | $132K |
| Security National Bank | 0.02% | Add +1.8% | 1,277 | $130K |
| GFS Advisors, LLC | 0.01% | New | 11,350 | $130K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,244 | $127K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,229 | $126K |
| First Command Advisory Services, Inc. | 0.00% | Add +10.6% | 1,217 | $124K |
| Lavaca Capital LLC | 0.02% | Add +25.8% | 1,209 | $123K |
| Hantz Financial Services, Inc. | 0.00% | Add +279.0% | 1,175 | $120K |
| Kozak & Associates, Inc. | 0.02% | No change | 1,000 | $112K |
| True Wealth Design, LLC | 0.03% | Add +46.5% | 1,049 | $107K |
| Sittner & Nelson, LLC | 0.04% | No change | 1,026 | $105K |
| Cromwell Holdings LLC | 0.06% | No change | 999 | $103K |
| Addison Advisors LLC | 0.02% | No change | 972 | $99K |
| Certuity, LLC | 0.01% | New | 960 | $98K |
| Bank of New Hampshire | 0.02% | No change | 910 | $93K |
| Eurizon SLJ Capital Ltd | 0.04% | Reduce -0.1% | 905 | $92K |
| Parvin Asset Management, LLC | 0.06% | No change | 820 | $84K |
| CYBER HORNET ETFs LLC | 0.05% | Reduce -3.6% | 813 | $82K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -18.6% | 790 | $81K |
| Corsicana & Co. | 0.05% | Add +100.0% | 900 | $77K |
| Abound Wealth Management | 0.02% | No change | 748 | $76K |
| Eastern Bank | 0.00% | No change | 735 | $75K |
| Dunhill Financial, LLC | 0.02% | Add +72.2% | 730 | $75K |
| Caldwell Trust Co | 0.01% | No change | 725 | $74K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.4% | 721 | $74K |
| Proffitt & Goodson Inc. | 0.01% | No change | 704 | $72K |
| Avalon Trust Co | 0.00% | Reduce -41.7% | 700 | $71K |
| Global X Japan Co., Ltd. | 0.00% | Add +26.6% | 685 | $70K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 682 | $70K |
| CVA Family Office, LLC | 0.01% | Add +31.5% | 660 | $67K |
| First Horizon Corp. | 0.00% | Add +1.5% | 660 | $67K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +10.1% | 657 | $67K |
| Avion Wealth | 0.01% | Add +4.0% | 655 | $66K |
| Valley National Advisers Inc. | 0.01% | No change | 655 | $66K |
| Entrust Financial LLC | 0.05% | Add +0.9% | 643 | $66K |
| Financial Avengers, Inc. | 0.03% | Add +1.1% | 618 | $63K |
| Caitlin John, LLC | 0.04% | Add +1.0% | 603 | $62K |
| Vision Financial Markets LLC | 0.06% | Reduce -55.6% | 600 | $61K |
| Global Wealth Strategies & Associates | 0.02% | No change | 600 | $61K |
| Sawyer & Company, Inc | 0.02% | No change | 595 | $61K |
| CENTRAL TRUST Co | 0.00% | Reduce -54.6% | 568 | $58K |
| Zions Bancorporation, National Association | 0.00% | Add +17.3% | 564 | $58K |
| Essential Partners LLC | 0.02% | Add +24.4% | 561 | $57K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.9% | 547 | $57K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 560 | $57K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +4.3% | 553 | $56K |
| Crewe Advisors LLC | 0.00% | Add +3.8% | 524 | $54K |
| Hoey Investments, Inc. | 0.01% | No change | 505 | $52K |
| Morse Asset Management, Inc | 0.01% | No change | 500 | $51K |
| Albion Financial Group | 0.00% | New | 500 | $51K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 500 | $51K |
| Canton Hathaway, LLC | 0.01% | Add +5.2% | 489 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Add +8.9% | 489 | $50K |
| Hanson & Doremus Investment Management | 0.01% | No change | 475 | $49K |
| Loomis Sayles & Co. L P | 0.00% | No change | 479 | $49K |
| PlanVest Financial, Inc | 0.04% | — | 475 | $49K |
| Blue Trust, Inc. | 0.00% | Reduce -49.0% | 475 | $49K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +58.7% | 473 | $48K |
| Stance Capital LLC | 0.02% | New | 473 | $48K |
| Franchise GP Ltd | 0.02% | No change | 455 | $46K |
| Wall Street Financial Group, Inc. | 0.03% | New | 452 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +8.5% | 358 | $46K |
| Manchester Capital Management LLC | 0.01% | Add +146.3% | 436 | $45K |
| Signature Equity Partners, LLC | 0.02% | Add +17.0% | 420 | $43K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 420 | $43K |
| WPG Advisers, LLC | 0.03% | Add +448.7% | 417 | $43K |
| Wealth Preservation Advisors, LLC | 0.03% | Add +791.1% | 401 | $41K |
| NCP Inc. | 0.07% | Reduce -50.3% | 400 | $41K |
| Bayban | 0.04% | No change | 400 | $41K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $41K |
| True Link Financial Advisors, LLC | 0.00% | New | 400 | $41K |
| Triumph Capital Management | 0.01% | Reduce -7.5% | 396 | $41K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 390 | $40K |
| Kemnay Advisory Services Inc. | 0.01% | New | 386 | $39K |
| Piscataqua Savings Bank | 0.03% | No change | 353 | $36K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 350 | $36K |
| Quent Capital, LLC | 0.00% | Add +9.8% | 346 | $35K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 344 | $35K |
| Godsey & Gibb, Inc. | 0.00% | No change | 325 | $33K |
| CoreCap Advisors, LLC | 0.00% | Add +0.6% | 322 | $33K |
| North Star Investment Management Corp. | 0.00% | Add +1.6% | 309 | $32K |
| Dynamic Wealth Strategies, LLC | 0.02% | New | 300 | $31K |
| PFS Partners, LLC | 0.01% | No change | 300 | $31K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 300 | $31K |
| Rossby Financial, LCC | 0.01% | Add +27.8% | 294 | $30K |
| Southern Michigan Bank & Trust | 0.01% | — | 286 | $29K |
| Financial Network Wealth Advisors LLC | 0.03% | Reduce -5.3% | 284 | $29K |
| LRI Investments, LLC | 0.00% | Add +167.9% | 284 | $29K |
| Hilltop National Bank | 0.01% | New | 283 | $29K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 282 | $29K |
| West Branch Capital LLC | 0.01% | No change | 275 | $28K |
| Activest Wealth Management | 0.00% | Add +18.9% | 270 | $28K |
| IMG Wealth Management, Inc. | 0.02% | Add +7.0% | 261 | $27K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 250 | $26K |
| Vision Retirement, LLC | 0.01% | Reduce -1.6% | 247 | $25K |
| GW&K Investment Management, LLC | 0.00% | Add +19.0% | 244 | $25K |
| NFSG Corp | 0.00% | Add +0.8% | 244 | $25K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -1.3% | 237 | $24K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -20.0% | 236 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Add +119.3% | 182 | $24K |
| Palladiem, LLC | 0.02% | No change | 215 | $23K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 229 | $23K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 223 | $23K |
| Community Bank, N.A. | 0.00% | New | 223 | $23K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $21K |
| Blueline Advisors LLC | 0.02% | Reduce -2.8% | 205 | $21K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $21K |
| Opal Wealth Advisors, LLC | 0.00% | New | 196 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +15.3% | 196 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Add +54.8% | 195 | $20K |
| RMG Wealth Management LLC | 0.00% | No change | 150 | $19K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 182 | $19K |
| Coston, McIsaac & Partners | 0.00% | Add +0.5% | 192 | $19K |
| Salomon & Ludwin, LLC | 0.00% | Add +3500.0% | 180 | $19K |
| Financial Connections Group, Inc. | 0.01% | New | 177 | $18K |
| Chesapeake Asset Management LLC | 0.01% | No change | 170 | $17K |
| Osbon Capital Management LLC | 0.01% | New | 161 | $16K |
| MV Capital Management, Inc. | 0.00% | Add +3.2% | 160 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 123 | $16K |
| Atlantic Private Wealth, LLC | 0.01% | Add +1.3% | 153 | $16K |
| Westfuller Advisors, LLC | 0.01% | Add +24.6% | 147 | $15K |
| Mosley Wealth Management | 0.01% | New | 139 | $14K |
| Park Place Capital Corp | 0.00% | Add +8.9% | 135 | $14K |
| Tidemark, LLC | 0.00% | Add +2.4% | 128 | $13K |
| MCF Advisors LLC | 0.00% | Add +9.7% | 124 | $13K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 121 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 112 | $11K |
| Sachetta, LLC | 0.01% | Add +7.1% | 105 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.9% | 104 | $11K |
| Benson Wealth Management INC | 0.01% | No change | 102 | $10K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 100 | $10K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +145.0% | 98 | $10K |
| Covestor Ltd | 0.01% | Reduce -46.3% | 94 | $10K |
| Evermay Wealth Management LLC | 0.00% | New | 97 | $10K |
| Red Tortoise LLC | 0.00% | No change | 94 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 92 | $9K |
| Oakworth Capital, Inc. | 0.00% | Reduce -38.9% | 91 | $9K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 89 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $9K |
| Curio Wealth, LLC | 0.00% | No change | 86 | $9K |
| J.Safra Asset Management Corp | 0.00% | No change | 80 | $8K |
| Basepoint Wealth LLC | 0.00% | New | 77 | $8K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +80.5% | 74 | $8K |
| High Note Wealth, LLC | 0.00% | Add +48.0% | 74 | $8K |
| Johnson Financial Group, Inc. | 0.00% | No change | 72 | $7K |
| Joseph Group Capital Management | 0.00% | New | 71 | $7K |
| Dogwood Wealth Management LLC | 0.00% | Add +0.0% | 70 | $7K |
| Grove Bank & Trust | 0.00% | Add +9.4% | 70 | $7K |
| JPL Wealth Management, LLC | 0.00% | New | 69 | $7K |
| Park Square Financial Group, LLC | 0.05% | New | 69 | $7K |
| Ankerstar Wealth, LLC | 0.01% | New | 66 | $7K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | New | 66 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 66 | $7K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 58 | $6K |
| Horizon Financial Services, LLC | 0.00% | Add +470.0% | 57 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 55 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | New | 52 | $5K |
| Bullseye Investment Management, LLC | 0.00% | No change | 50 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 49 | $5K |
| Summit Securities Group LLC | 0.00% | Reduce -88.8% | 49 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 47 | $5K |
| Cornerstone Financial Management LLC | 0.00% | Add +30.3% | 43 | $4K |
| Wilkerson Advisory Group LLC | 0.00% | New | 43 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 42 | $4K |
| Copia Wealth Management | 0.00% | No change | 42 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Add +925.0% | 41 | $4K |
| United Community Bank | 0.00% | No change | 37 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $4K |
| SouthState Bank Corp | 0.00% | Add +16.1% | 36 | $4K |
| Ares Financial Consulting, LLC | 0.00% | No change | 35 | $4K |
| Clayton Financial Group LLC | 0.00% | No change | 34 | $3K |
| Holos Integrated Wealth LLC | 0.00% | Add +3.5% | 30 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 30 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 29 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -44.0% | 28 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +35.0% | 27 | $3K |
| Asset Dedication, LLC | 0.00% | Reduce -70.6% | 25 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -61.7% | 23 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -86.6% | 22 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 20 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 25 | $2K |
| NBT Bank, N.A. | 0.00% | New | 17 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +166.7% | 16 | $2K |
| Clark Wealth Partners | 0.00% | Add +0.0% | 15 | $2K |
| Kilter Group LLC | 0.00% | Reduce -31.8% | 15 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $1K |
| Burk Holdings LLC | 0.00% | New | 14 | $1K |
| Synergy Investment Management, LLC | 0.00% | New | 14 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +18.2% | 13 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 10 | $1K |
| Portus Wealth Advisors, LLC | 0.00% | New | 10 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $1K |
| TopTier Wealth Management, LLC | 0.00% | New | 9 | $919 |
| Washington Trust Advisors, Inc. | 0.00% | New | 9 | $919 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 8 | $817 |
| Hughes Financial Services, LLC | 0.00% | Add +300.0% | 8 | $817 |
| Quaker Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $715 |
| Silicon Valley Capital Partners | 0.00% | New | 7 | $715 |
| TFC Financial Management, Inc. | 0.00% | No change | 7 | $715 |
| GS Investments, Inc. | 0.00% | New | 6 | $613 |
| Bare Financial Services, Inc | 0.00% | New | 6 | $613 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $511 |
| Destiny Wealth Partners, LLC | 0.00% | New | 5 | $511 |
| Davis Capital Management | 0.00% | No change | 4 | $409 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -96.9% | 3 | $338 |
| Proathlete Wealth Management LLC | 0.00% | No change | 3 | $311 |
| Colonial Trust Co / SC | 0.00% | Reduce -66.7% | 3 | $306 |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -99.4% | 2 | $205 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $205 |
| 3 Factor Indexing, LLC | 0.00% | — | 1 | $103 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $103 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.