Iron MountainIRM
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,173 institutions reported holding Iron Mountain Inc. (IRM) in their 13F filings, up 83 from Q1 2026. 141 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($4.2B), Vanguard Portfolio Management LLC ($3.2B) and Vanguard Capital Management LLC ($2.4B). 10 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Iron Mountain Inc.
- Filed as
- IRON MTN INC DEL (Q2 2026)
- Sector
- Real Estate
- CUSIP
- 46284V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 141 | $251.5M |
| Exits | 61 | $175.9M |
All 13F filers, Q1 2026 → Q2 2026: 14,636,946 shares bought and 15,081,776 shares sold, net −444,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,173 holders
| BlackRock, Inc. | 0.06% | Add +1.7% | 33,570,910 | $4.2B |
| Vanguard Portfolio Management LLC | 0.15% | Add +2.2% | 25,568,944 | $3.2B |
| Vanguard Capital Management LLC | 0.05% | Add +1.0% | 18,953,705 | $2.4B |
| State Street Corp. | 0.07% | Add +0.5% | 17,634,044 | $2.2B |
| Cohen & Steers, Inc. | 2.40% | Reduce -25.7% | 12,019,735 | $1.5B |
| Geode Capital Management, LLC | 0.06% | Add +1.9% | 8,649,249 | $1.1B |
| FMR LLC | 0.04% | Add +5.2% | 7,872,365 | $994.4M |
| Dimensional Fund Advisors LP | 0.11% | Add +1.6% | 4,625,684 | $584.3M |
| Morgan Stanley | 0.03% | Reduce -4.8% | 4,426,922 | $559.2M |
| Principal Financial Group Inc. | 0.27% | Reduce -4.2% | 4,373,424 | $552.4M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +6.2% | 4,263,487 | $538.5M |
| Northern Trust Corp. | 0.06% | Add +1.8% | 4,222,967 | $533.4M |
| Norges Bank | 0.05% | — | 4,214,697 | $532.4M |
| Invesco Ltd. | 0.04% | Add +3.7% | 4,065,649 | $513.5M |
| Legal & General Group Plc | 0.09% | Add +3.5% | 3,244,741 | $409.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +29674.0% | 3,193,560 | $403.4M |
| Deutsche Bank AG | 0.11% | Reduce -1.4% | 3,049,079 | $385.1M |
| Goldman Sachs Group Inc. | 0.04% | Add +27.3% | 2,822,732 | $356.5M |
| Centersquare Investment Management LLC | 2.51% | Add +0.6% | 2,323,974 | $293.5M |
| JPMorgan Chase & Co. | 0.02% | Add +4.2% | 2,212,137 | $287.5M |
| Nuveen, LLC | 0.07% | Add +7.3% | 2,218,771 | $280.3M |
| AQR Capital Management | 0.09% | Add +15.2% | 2,127,095 | $266.5M |
| Prudential Financial Inc. | 0.27% | Reduce -18.3% | 1,974,079 | $249.3M |
| Vontobel Holding Ltd. | 0.81% | Reduce -9.3% | 1,919,656 | $242.5M |
| Daiwa Securities Group Inc. | 0.53% | Reduce -40.1% | 1,861,547 | $235.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -9.9% | 1,668,337 | $210.9M |
| Vanguard Fiduciary Trust Co. | 0.05% | Add +0.3% | 1,658,635 | $209.5M |
| Royal Bank of Canada | 0.04% | Add +16.3% | 1,640,511 | $207.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.5% | 1,600,078 | $202.1M |
| Duff & Phelps Investment Management Co. | 1.73% | Reduce -7.6% | 1,455,435 | $183.8M |
| Russell Investments Group, Ltd. | 0.16% | Reduce -3.5% | 1,403,623 | $177.4M |
| HSBC Holdings PLC | 0.08% | Add +5.9% | 1,347,871 | $170.3M |
| Contour Asset Management LLC | 3.81% | Reduce -11.8% | 1,274,684 | $161.0M |
| Capital World Investors | 0.02% | Reduce -34.8% | 1,217,169 | $153.7M |
| Amundi | 0.04% | Add +7.0% | 1,168,430 | $147.6M |
| American Century Companies Inc. | 0.06% | Add +41.5% | 1,154,487 | $145.8M |
| Bank of America Corp. | 0.01% | Reduce -20.1% | 1,118,827 | $141.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.89% | Reduce -13.3% | 1,072,881 | $135.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +8.2% | 982,596 | $124.1M |
| UBS Group AG | 0.02% | Add +14.2% | 915,101 | $115.6M |
| DekaBank Deutsche Girozentrale | 0.19% | No change | 1,122,500 | $114.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -4.0% | 896,560 | $113.2M |
| Swiss National Bank | 0.06% | Reduce -3.3% | 839,061 | $106.0M |
| Pictet Asset Management Holding SA | 0.10% | Reduce -5.5% | 817,622 | $103.3M |
| CIBC Bancorp USA Inc. | 0.12% | Reduce -6.2% | 777,480 | $98.2M |
| Barclays PLC | 0.03% | Add +10.3% | 743,343 | $93.9M |
| Sei Investments Co. | 0.08% | Reduce -28.4% | 697,737 | $88.1M |
| Aberdeen Group plc | 0.12% | Add +86.3% | 691,514 | $87.3M |
| APG Asset Management US Inc. | 0.60% | No change | 703,912 | $85.8M |
| PGGM Investments | 2.10% | Reduce -50.7% | 675,093 | $85.3M |
| Wells Fargo & Company | 0.01% | Add +0.6% | 662,157 | $83.6M |
| BNP Paribas Financial Markets | 0.04% | Add +27.5% | 648,227 | $81.9M |
| Vanguard Global Advisers, LLC | 0.04% | Reduce -0.9% | 641,901 | $81.1M |
| LPL Financial LLC | 0.02% | Add +3.1% | 640,383 | $80.9M |
| Welch & Forbes LLC | 0.98% | Reduce -1.9% | 639,322 | $80.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +5.5% | 634,613 | $80.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.12% | Add +3.5% | 610,889 | $77.1M |
| Quantinno Capital Management LP | 0.09% | Add +83.4% | 590,647 | $74.6M |
| Nomura Asset Management Co. Ltd. | 0.16% | Add +4.5% | 588,384 | $74.3M |
| Rhumbline Advisers | 0.05% | Reduce -0.9% | 573,267 | $72.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.05% | Add +12.6% | 568,845 | $71.9M |
| Raymond James Financial Inc. | 0.02% | Add +90.3% | 561,539 | $70.9M |
| Asset Management One Co., Ltd. | 0.18% | Add +1.3% | 554,607 | $70.1M |
| California Public Employees Retirement System | 0.04% | Add +10.2% | 553,872 | $70.0M |
| Nomura Asset Management International Inc. | 0.11% | Reduce -5.9% | 552,190 | $69.7M |
| Worldquant Millennium Advisors LLC | 0.23% | Reduce -2.0% | 537,162 | $67.8M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Reduce -9.3% | 535,152 | $67.6M |
| Wellington Management Group LLP | 0.01% | Add +47.4% | 512,906 | $64.8M |
| Clark Capital Management Group, Inc. | 0.33% | Add +1.8% | 476,766 | $60.2M |
| DigitalBridge Group, Inc. | 3.48% | Reduce -9.3% | 457,126 | $57.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.5% | 562,711 | $57.5M |
| National Pension Service | 0.04% | Add +5.9% | 454,815 | $57.4M |
| Bank of Montreal | 0.02% | Add +11.8% | 453,715 | $57.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.08% | Add +106.6% | 443,901 | $56.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.33% | Add +0.4% | 441,803 | $55.8M |
| California State Teachers Retirement System | 0.05% | Add +2.8% | 434,529 | $54.9M |
| Public Employees Retirement System of Ohio | 0.16% | Reduce -0.3% | 422,586 | $53.4M |
| Citigroup Inc. | 0.02% | Add +33.9% | 422,524 | $53.4M |
| Voloridge Investment Management, LLC | 0.22% | New | 412,748 | $52.1M |
| Jane Street Group, LLC | 0.03% | Reduce -44.0% | 396,541 | $50.1M |
| Rockefeller Capital Management L.P. | 0.08% | Add +0.6% | 391,620 | $49.5M |
| Heitman Real Estate Securities LLC | 2.90% | Add +37.8% | 357,721 | $45.2M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +5.9% | 355,692 | $44.8M |
| Vanguard Investments Australia, Ltd. | 0.11% | Add +1.2% | 347,312 | $43.9M |
| Citadel Advisors | 0.03% | Reduce -8.5% | 343,168 | $43.3M |
| Adelante Capital Management LLC | 2.70% | Reduce -8.8% | 325,641 | $41.1M |
| Adell Harriman & Carpenter Inc. | 2.05% | Add +0.2% | 316,465 | $40.0M |
| Baron Capital (BAMCO) | 0.06% | Reduce -40.9% | 310,721 | $39.2M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +1940.0% | 297,899 | $37.6M |
| Teacher Retirement System of Texas | 0.10% | Reduce -24.6% | 297,427 | $37.6M |
| Marble Harbor Investment Counsel, LLC | 3.79% | Reduce -1.6% | 295,533 | $37.3M |
| Acadian Asset Management LLC | 0.04% | Add +72.9% | 292,064 | $36.9M |
| Neuberger Berman Group LLC | 0.02% | Reduce -19.5% | 290,384 | $36.7M |
| Swedbank AB | 0.03% | Add +10.3% | 287,064 | $36.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.18% | Add +41.6% | 286,428 | $36.2M |
| SG Americas Securities, LLC | 0.02% | New | 284,584 | $35.9M |
| Macquarie Group Ltd. | 0.15% | Add +2.0% | 275,969 | $34.9M |
| Border to Coast Pensions Partnership Ltd | 0.51% | Reduce -41.5% | 275,000 | $34.7M |
| Victory Capital Management Inc. | 0.02% | Add +12.6% | 268,209 | $33.9M |
| Apollo Management Holdings, L.P. | 0.55% | No change | 265,539 | $33.5M |
| Aviva PLC | 0.05% | Reduce -1.0% | 260,627 | $32.9M |
| Stifel Financial Corp. | 0.03% | Add +1.7% | 259,638 | $32.8M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -1.9% | 257,566 | $32.5M |
| Cetera Investment Advisers | 0.03% | Reduce -1.1% | 257,097 | $32.5M |
| Federated Hermes, Inc. | 0.04% | Add +12.9% | 241,777 | $30.5M |
| Americana Partners, LLC | 0.69% | Reduce -1.2% | 241,330 | $30.5M |
| Summit Partners Public Asset Management, LLC | 0.77% | New | 235,567 | $29.8M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.1% | 227,483 | $28.7M |
| Blair William & Co. | 0.07% | Reduce -0.4% | 224,376 | $28.3M |
| New York State Teachers Retirement System | 0.05% | Reduce -2.2% | 222,876 | $28.2M |
| Korea Investment CORP | 0.05% | Add +82.1% | 218,594 | $27.6M |
| Corient Private Wealth LP | 0.04% | Add +2.0% | 216,659 | $27.4M |
| Reaves W H & Co. Inc. | 0.41% | Reduce -0.5% | 212,533 | $26.8M |
| Focus Partners Wealth | 0.03% | Add +1.9% | 211,460 | $26.7M |
| Captrust Financial Advisors | 0.04% | Reduce -1.8% | 207,991 | $26.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.1% | 204,397 | $25.8M |
| KLP Kapitalforvaltning As | 0.08% | Add +6.2% | 201,716 | $25.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +1.8% | 202,404 | $25.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -21.9% | 196,364 | $24.8M |
| GW&K Investment Management, LLC | 0.19% | Add +80342.6% | 196,280 | $24.8M |
| National Bank of Canada | 0.02% | Add +101.5% | 191,656 | $24.2M |
| Handelsbanken Fonder AB | 0.07% | Add +24.4% | 189,498 | $23.9M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.7% | 182,874 | $23.1M |
| Resona Asset Management Co.,Ltd. | 0.11% | Reduce -1.4% | 178,163 | $23.0M |
| APG Asset Management N.V. | 0.06% | Add +37.2% | 207,010 | $22.9M |
| State of Alaska, Department of Revenue | 0.22% | Reduce -0.6% | 176,638 | $22.3M |
| Natixis Advisors, LLC | 0.02% | Add +4.6% | 173,833 | $22.0M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -1.9% | 172,265 | $21.8M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -4.0% | 166,497 | $21.0M |
| Thrivent Financial for Lutherans | 0.04% | Add +55.4% | 165,535 | $20.9M |
| Pacer Advisors, Inc. | 0.05% | Reduce -1.6% | 164,494 | $20.8M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -44.9% | 163,841 | $20.7M |
| Moran Wealth Management, LLC | 0.57% | Reduce -5.7% | 163,458 | $20.6M |
| Tectonic Advisors LLC | 0.99% | Reduce -2.1% | 162,401 | $20.5M |
| Danske Bank A/S | 0.04% | Reduce -1.9% | 160,962 | $20.3M |
| State of Wisconsin Investment Board | 0.04% | Reduce -10.2% | 158,437 | $20.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.8% | 157,856 | $19.9M |
| Millennium Management | 0.01% | Reduce -58.1% | 157,057 | $19.8M |
| Vert Asset Management LLC | 5.34% | Add +5.5% | 154,450 | $19.5M |
| Mariner, LLC | 0.02% | Add +13.9% | 146,985 | $18.6M |
| Brookstone Capital Management | 0.19% | Reduce -22.4% | 146,595 | $18.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +13.2% | 144,894 | $18.3M |
| FIL Ltd | 0.01% | Reduce -3.9% | 144,810 | $18.3M |
| Public Employees Retirement Association of Colorado | 0.06% | Add +410.1% | 144,551 | $18.3M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -1.4% | 143,663 | $18.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +20.4% | 141,549 | $17.9M |
| Franklin Resources Inc. | 0.00% | Reduce -4.5% | 141,308 | $17.8M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -1.1% | 141,105 | $17.8M |
| Creative Planning | 0.01% | Add +6.3% | 139,922 | $17.7M |
| TCV Trust & Wealth Management, Inc. | 1.34% | Reduce -1.3% | 139,708 | $17.6M |
| Natixis | 0.08% | Add +1603.0% | 138,282 | $17.5M |
| Gillson Capital LP | 1.03% | New | 137,932 | $17.4M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -0.8% | 136,968 | $17.3M |
| United Bank | 2.00% | Reduce -4.9% | 134,721 | $17.0M |
| Toronto Dominion Bank | 0.03% | Add +3.4% | 133,884 | $16.9M |
| Intech Investment Management LLC | 0.15% | Add +497.3% | 133,015 | $16.8M |
| Tredje AP-fonden | 0.08% | Add +10.2% | 132,083 | $16.7M |
| Sargent Investment Group, LLC | 2.00% | Reduce -2.0% | 131,883 | $16.7M |
| Ar Asset Management Inc. | 3.05% | No change | 130,600 | $16.5M |
| Mutual Advisors, LLC | 0.31% | Reduce -0.2% | 128,782 | $16.3M |
| Treasurer of the State of North Carolina | 0.04% | Add +0.3% | 125,912 | $15.9M |
| Boothbay Fund Management, LLC | 0.31% | Reduce -11.4% | 125,307 | $15.8M |
| Point72 Asset Management | 0.02% | Reduce -67.4% | 123,262 | $15.6M |
| TCW Group Inc. | 0.10% | Reduce -10.6% | 120,984 | $15.3M |
| Eurizon Capital SGR S.p.A. | 0.04% | Add +34.5% | 120,509 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.2% | 120,176 | $15.2M |
| Storebrand Asset Management As | 0.04% | Reduce -2.0% | 117,204 | $14.8M |
| OMERS ADMINISTRATION Corp | 0.09% | Add +771.4% | 116,430 | $14.7M |
| IFM Investors Pty Ltd | 0.10% | Add +7.8% | 113,862 | $14.4M |
| O'Neil Global Advisors, Inc. | 3.20% | New | 113,164 | $14.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.10% | Add +2.8% | 112,827 | $14.3M |
| First Trust Advisors LP | 0.01% | Add +101.4% | 112,189 | $14.2M |
| Nippon Life Global Investors Americas, Inc. | 0.56% | Reduce -1.2% | 111,470 | $14.2M |
| Cibc World Market Inc. | 0.02% | Reduce -33.5% | 112,049 | $14.2M |
| TD Asset Management Inc | 0.01% | Reduce -38.4% | 111,713 | $14.1M |
| NEOS Investment Management LLC | 0.05% | Add +9.5% | 110,692 | $14.0M |
| D. E. Shaw & Co. | 0.01% | New | 109,823 | $13.9M |
| Panagora Asset Management Inc. | 0.04% | Add +3004.9% | 109,416 | $13.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +15.7% | 106,912 | $13.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.3% | 105,399 | $13.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +18.9% | 105,090 | $13.3M |
| Nykredit A/S | 0.05% | — | 104,462 | $13.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.9% | 102,853 | $13.0M |
| Adams Diversified Equity Fund, Inc. | 0.40% | Add +27.4% | 102,900 | $13.0M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -1.2% | 100,099 | $12.6M |
| Uniplan Investment Counsel, Inc. | 1.20% | New | 98,324 | $12.4M |
| Ieq Capital, LLC | 0.06% | Reduce -4.4% | 97,425 | $12.3M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -14.2% | 96,437 | $12.2M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -3.2% | 96,274 | $12.2M |
| Cerity Partners LLC | 0.01% | Add +5.8% | 94,727 | $12.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -7.1% | 93,178 | $11.8M |
| Schroder Investment Management Group | 0.01% | Add +724.7% | 90,524 | $11.4M |
| KBC Group NV | 0.02% | Add +8.2% | 86,949 | $11.0M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -15.2% | 86,069 | $10.9M |
| Van Eck Associates Corp. | 0.01% | Add +3.5% | 86,504 | $10.9M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +2.0% | 86,438 | $10.9M |
| Arizona State Retirement System | 0.05% | Add +6.1% | 85,291 | $10.8M |
| Public Sector Pension Investment Board | 0.03% | Add +0.9% | 84,934 | $10.7M |
| Czech National Bank | 0.06% | Add +5.1% | 84,687 | $10.7M |
| Intrinsic Edge Capital Management LLC | 1.32% | Reduce -30.6% | 84,515 | $10.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Add +4.4% | 83,421 | $10.5M |
| USS Investment Management Ltd | 0.04% | Add +24.7% | 83,255 | $10.5M |
| MML Investors Services, LLC | 0.02% | Add +22.5% | 83,001 | $10.5M |
| Andra AP-fonden | 0.12% | Add +159.7% | 81,952 | $10.4M |
| M&T Bank Corp | 0.03% | Reduce -1.2% | 81,760 | $10.3M |
| Bank of Nova Scotia | 0.02% | Reduce -20.2% | 79,661 | $10.1M |
| &partners | 0.04% | Add +6.7% | 78,284 | $9.9M |
| Salem Investment Counselors Inc. | 0.24% | Reduce -1.2% | 77,154 | $9.7M |
| Credit Agricole S A | 0.02% | Reduce -23.8% | 76,947 | $9.7M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.3% | 76,417 | $9.7M |
| State of Michigan Retirement System | 0.04% | Reduce -1.4% | 76,146 | $9.6M |
| SEB Asset Management AB | 0.04% | Add +9.6% | 75,873 | $9.6M |
| Tudor Investment Corporation | 0.04% | Add +102.6% | 75,389 | $9.5M |
| Azimuth Capital Investment Management LLC | 0.32% | Reduce -0.1% | 75,180 | $9.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -11.9% | 75,127 | $9.5M |
| Nordea Investment Management AB | 0.01% | Add +3.7% | 75,637 | $9.5M |
| Allworth Financial LP | 0.04% | Reduce -2.3% | 74,559 | $9.4M |
| CIBC Asset Management Inc | 0.02% | Reduce -0.7% | 71,468 | $9.0M |
| QRG Capital Management, Inc. | 0.07% | Add +9.7% | 71,225 | $9.0M |
| Wealthfront Advisers LLC | 0.02% | Add +1.0% | 70,478 | $8.9M |
| Chicago Capital, LLC | 0.21% | Reduce -16.8% | 69,881 | $8.8M |
| UniSuper Management Pty Ltd | 0.05% | Reduce -24.2% | 69,636 | $8.8M |
| Swiss Life Asset Management Ltd | 0.04% | Add +14.8% | 69,555 | $8.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 68,906 | $8.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +2.2% | 68,777 | $8.7M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.07% | Add +12.2% | 68,465 | $8.6M |
| Varma Mutual Pension Insurance Co | 0.05% | Reduce -21.9% | 67,938 | $8.6M |
| DNB Asset Management AS | 0.02% | Reduce -26.0% | 67,481 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 67,203 | $8.5M |
| Lee Danner & Bass Inc. | 0.49% | Reduce -0.5% | 66,834 | $8.4M |
| Xponance LLC | 0.05% | Add +19.0% | 66,624 | $8.4M |
| Hourglass Capital, LLC | 1.64% | Reduce -5.2% | 66,050 | $8.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -63.2% | 65,892 | $8.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.20% | Reduce -29.3% | 65,390 | $8.3M |
| PFA Pension, Forsikringsaktieselskab | 0.02% | Add +2.2% | 65,111 | $8.2M |
| Woodstock Corp. | 0.68% | Reduce -0.6% | 65,102 | $8.2M |
| Vestcor Inc | 0.20% | Add +0.7% | 64,949 | $8.2M |
| Woodline Partners LP | 0.03% | Add +12.1% | 64,861 | $8.2M |
| Walleye Capital LLC | 0.04% | Reduce -47.8% | 62,613 | $7.9M |
| Intact Investment Management Inc. | 0.22% | Reduce -13.8% | 61,700 | $7.8M |
| Barometer Capital Management Inc. | 2.16% | New | 61,400 | $7.8M |
| Thompson Siegel & Walmsley LLC | 0.14% | Reduce -1.6% | 61,100 | $7.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +10.1% | 60,455 | $7.6M |
| Susquehanna Portfolio Strategies, LLC | 0.12% | Add +156.7% | 59,764 | $7.5M |
| Foresight Capital Management Advisors, Inc. | 3.66% | Reduce -12.7% | 59,644 | $7.5M |
| Voya Investment Management LLC | 0.01% | Add +0.4% | 58,470 | $7.4M |
| Raiffeisen Bank International AG | 0.08% | Reduce -37.4% | 54,892 | $7.1M |
| ProShare Advisors LLC | 0.01% | Add +3.3% | 56,341 | $7.1M |
| Hennion & Walsh Asset Management, Inc. | 0.20% | Add +10.3% | 56,304 | $7.1M |
| NewEdge Advisors, LLC | 0.02% | Add +34.6% | 56,273 | $7.1M |
| Mirova | 0.26% | Reduce -32.6% | 56,000 | $7.1M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -2.6% | 55,863 | $7.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +0.4% | 56,671 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.8% | 61,836 | $6.9M |
| Advisors Asset Management, Inc. | 0.10% | Add +8.0% | 54,419 | $6.9M |
| Pinebridge Investments LLC | 0.06% | Add +35.1% | 53,335 | $6.7M |
| Shelton Capital Management | 0.12% | New | 52,840 | $6.7M |
| Candriam S.C.A. | 0.03% | Reduce -2.9% | 52,275 | $6.6M |
| Werlinich Asset Management, LLC | 2.51% | No change | 51,982 | $6.6M |
| New Age Alpha Advisors, LLC | 0.28% | Add +0.0% | 51,605 | $6.5M |
| Amalgamated Bank | 0.04% | Reduce -3.9% | 51,190 | $6.5M |
| Gotham Asset Management | 0.01% | Add +28.8% | 51,161 | $6.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | Add +0.2% | 50,585 | $6.4M |
| Rakuten Investment Management, Inc. | 0.02% | Add +10.9% | 48,661 | $6.3M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +0.4% | 49,684 | $6.3M |
| Nia Impact Advisors, LLC | 2.60% | Reduce -0.4% | 49,661 | $6.3M |
| Mackenzie Financial Corp. | 0.01% | Add +38.9% | 49,443 | $6.2M |
| Ethic Inc. | 0.08% | Add +7.1% | 49,180 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +2.3% | 45,566 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Add +11.6% | 47,658 | $6.0M |
| RB Capital Management, LLC | 1.20% | Reduce -1.3% | 46,766 | $5.9M |
| Fideuram Asset Management (Ireland) dac | 0.11% | Add +51.3% | 43,870 | $5.7M |
| Utah Retirement Systems | 0.05% | Reduce -5.9% | 44,878 | $5.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +9.5% | 44,611 | $5.6M |
| New York Life Investment Management LLC | 0.04% | Add +0.4% | 44,375 | $5.6M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -1.9% | 44,283 | $5.6M |
| Ranch Capital Advisors Inc. | 1.71% | Add +8.6% | 42,611 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -5.0% | 42,548 | $5.4M |
| Pensionfund PDN | 2.76% | No change | 42,500 | $5.4M |
| Cinctive Capital Management LP | 0.21% | New | 42,348 | $5.3M |
| Moors & Cabot, Inc. | 0.20% | Add +0.5% | 41,490 | $5.2M |
| HRT Financial LP | 0.01% | Reduce -67.8% | 41,293 | $5.2M |
| Holderness Investments Co. | 0.86% | Add +0.7% | 40,621 | $5.1M |
| First National Trust Co | 0.17% | Reduce -21.6% | 39,708 | $5.0M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -84.2% | 39,438 | $5.0M |
| WealthTrust Axiom LLC | 1.11% | Reduce -0.4% | 39,223 | $5.0M |
| D.A. Davidson & Co. | 0.03% | Add +0.6% | 38,708 | $4.9M |
| Spirit of America Management Corp. | 0.92% | Add +0.5% | 38,650 | $4.9M |
| Pathstone Holdings, LLC | 0.01% | Add +6.1% | 38,410 | $4.9M |
| Yousif Capital Management, LLC | 0.05% | Reduce -4.1% | 38,277 | $4.8M |
| Waverly Advisors, LLC | 0.03% | Add +4.8% | 37,733 | $4.8M |
| Tidal Investments LLC | 0.01% | Add +53.2% | 37,168 | $4.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +27.2% | 37,029 | $4.7M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +8.0% | 36,589 | $4.6M |
| ING Groep NV | 0.02% | Add +0.8% | 36,581 | $4.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -21.5% | 35,776 | $4.5M |
| American Trust Investment Advisors, LLC | 2.17% | Reduce -6.2% | 34,838 | $4.4M |
| Trinity Legacy Partners, LLC | 0.88% | Reduce -7.3% | 36,011 | $4.4M |
| Venture Visionary Partners LLC | 0.12% | Reduce -18.4% | 34,434 | $4.3M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +23.0% | 34,219 | $4.3M |
| Easterly Investment Partners LLC | 0.22% | Reduce -44.8% | 34,196 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -1.8% | 33,422 | $4.2M |
| OP Asset Management Ltd | 0.04% | Add +8.7% | 33,379 | $4.2M |
| Jupiter Topco LLC | 0.00% | — | 33,266 | $4.2M |
| Munich Reinsurance Co Stock Corp in Munich | 0.09% | New | 32,749 | $4.1M |
| Allstate Corp. | 0.04% | Add +1.5% | 32,177 | $4.1M |
| Elo Mutual Pension Insurance Co | 0.05% | New | 31,834 | $4.0M |
| Smithfield Trust Co | 0.16% | No change | 31,715 | $4.0M |
| Knights of Columbus Asset Advisors LLC | 0.20% | No change | 31,649 | $4.0M |
| Norinchukin Bank, The | 0.04% | Reduce -0.5% | 31,291 | $4.0M |
| Siemens Fonds Invest GmbH | 0.19% | Add +0.4% | 30,782 | $3.9M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.6% | 30,640 | $3.9M |
| Buckland Partners Management Co LLC | 1.87% | No change | 30,000 | $3.8M |
| Regions Financial Corp. | 0.02% | Reduce -24.3% | 29,921 | $3.8M |
| Heritage Trust Co | 0.32% | Reduce -0.3% | 29,698 | $3.8M |
| Elevatus Welath Management | 0.91% | New | 29,662 | $3.7M |
| Gradient Investments LLC | 0.05% | Add +12.0% | 29,602 | $3.7M |
| Canada Pension Plan Investment Board | 0.00% | New | 29,362 | $3.7M |
| Avanza Fonder AB | 0.08% | Add +26.6% | 28,747 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -3.3% | 28,494 | $3.6M |
| US Bancorp \de | 0.00% | Add +4.1% | 28,400 | $3.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.4% | 28,172 | $3.6M |
| Cyndeo Wealth Partners, LLC | 0.17% | Reduce -6.4% | 28,031 | $3.5M |
| Dumont & Blake Investment Advisors LLC | 0.78% | Reduce -2.5% | 27,503 | $3.5M |
| Cander Asset Management LP | 0.64% | Reduce -79.5% | 27,360 | $3.5M |
| Naviter Wealth, LLC | 0.31% | Add +23.1% | 27,040 | $3.4M |
| Simmons Bank | 0.20% | Add +666.1% | 27,160 | $3.4M |
| Burney Co./ | 0.09% | Reduce -9.7% | 27,160 | $3.4M |
| Merit Financial Group, LLC | 0.02% | Add +6.8% | 26,724 | $3.4M |
| Meridian Wealth Advisors, LLC | 0.38% | Add +4.8% | 26,615 | $3.4M |
| Fiduciary Trust Co | 0.04% | Add +30.3% | 26,462 | $3.3M |
| Independent Advisor Alliance | 0.08% | Reduce -0.2% | 25,745 | $3.3M |
| Metis Global Partners, LLC | 0.07% | Add +114.9% | 25,667 | $3.2M |
| Bessemer Group Inc. | 0.00% | Reduce -14.7% | 25,211 | $3.2M |
| Westpac Banking Corp. | 0.20% | Add +8.1% | 25,195 | $3.2M |
| Lanark Financial, Inc. | 0.21% | Reduce -1.3% | 25,089 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Add +0.4% | 24,902 | $3.1M |
| Erste Asset Management GmbH | 0.02% | Add +4.3% | 24,000 | $3.1M |
| Jump Financial, LLC | 0.03% | Add +166.6% | 24,616 | $3.1M |
| One Capital Management, LLC | 0.09% | No change | 30,034 | $3.1M |
| PFG Investments, LLC | 0.12% | Add +2.0% | 24,046 | $3.0M |
| Lido Advisors, LLC | 0.01% | Add +14.2% | 23,651 | $3.0M |
| Sterling Capital Management LLC | 0.05% | Add +138.1% | 23,532 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.0% | 23,476 | $3.0M |
| Mizuho Securities USA LLC | 0.05% | Add +30.2% | 23,293 | $2.9M |
| Entropy Technologies, LP | 0.12% | Reduce -12.6% | 23,082 | $2.9M |
| Corrado Advisors, LLC | 1.34% | Reduce -2.1% | 22,979 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 22,954 | $2.9M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -1.6% | 22,809 | $2.9M |
| MAI Capital Management | 0.01% | Add +12.4% | 22,736 | $2.9M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -2.2% | 22,470 | $2.8M |
| CoreFirst Bank & Trust | 1.41% | Reduce -1.0% | 22,399 | $2.8M |
| Fifth Third Bancorp | 0.00% | Reduce -3.4% | 22,163 | $2.8M |
| Nepsis Inc. | 0.94% | Reduce -2.2% | 22,032 | $2.8M |
| Pasadena Private Wealth, LLC | 0.35% | Reduce -0.0% | 21,601 | $2.7M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -1.1% | 21,499 | $2.7M |
| NewEdge Wealth, LLC | 0.03% | Add +10.2% | 21,343 | $2.7M |
| KCM Investment Advisors LLC | 0.08% | No change | 21,311 | $2.7M |
| MASTERINVEST Kapitalanlage GmbH | 0.23% | No change | 21,228 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Reduce -5.1% | 21,137 | $2.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -3.7% | 21,006 | $2.7M |
| Saudi Central Bank | 0.03% | Add +90.8% | 20,823 | $2.6M |
| Praxis Investment Management Inc. | 0.14% | No change | 20,717 | $2.6M |
| Sippican Capital Advisors | 1.59% | Reduce -9.3% | 20,602 | $2.6M |
| Pensionfund Sabic | 2.74% | No change | 20,300 | $2.6M |
| Nomura Holdings Inc. | 0.01% | Add +109.2% | 20,195 | $2.6M |
| Brown Advisory Inc. | 0.00% | Reduce -8.1% | 20,062 | $2.5M |
| Ancora Advisors LLC | 0.05% | Reduce -5.4% | 19,766 | $2.5M |
| Edgestream Partners, L.P. | 0.07% | Reduce -4.1% | 19,236 | $2.4M |
| GRS Advisors, LLC | 0.21% | No change | 19,231 | $2.4M |
| Gables Capital Management Inc. | 0.88% | Reduce -0.8% | 19,192 | $2.4M |
| Osmosis Investment Management UK Ltd | 0.11% | Reduce -66.8% | 19,143 | $2.4M |
| Blue Sparrow, LLC | 0.02% | No change | 19,130 | $2.4M |
| Vectors Research Management, LLC | 0.63% | Reduce -22.7% | 18,994 | $2.4M |
| Investment Management Corp of Ontario | 0.03% | Reduce -10.4% | 18,935 | $2.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +245.7% | 18,870 | $2.4M |
| Abn Amro Investment Solutions | 0.02% | Add +19.1% | 18,832 | $2.4M |
| GeoWealth Management, LLC | 0.07% | Reduce -15.2% | 18,781 | $2.4M |
| Emerald Investment Advisers, LLC | 0.16% | Add +88.8% | 18,535 | $2.3M |
| Kentucky Retirement Systems | 0.06% | New | 18,521 | $2.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 17,996 | $2.3M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -3.0% | 17,845 | $2.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +716.3% | 17,484 | $2.2M |
| Kentucky Trust Co | 1.06% | Reduce -7.4% | 17,465 | $2.2M |
| Alps Advisors Inc. | 0.01% | New | 17,427 | $2.2M |
| Community Bank of Raymore | 1.29% | Add +9.0% | 17,301 | $2.2M |
| AG2R La Mondiale Gestion D'actifs | 0.08% | Reduce -8.8% | 17,290 | $2.2M |
| Madison Asset Management, LLC | 0.03% | No change | 17,052 | $2.2M |
| RFG Advisory, LLC | 0.03% | Reduce -0.5% | 16,910 | $2.1M |
| Claro Advisors Inc. | 0.22% | Add +0.2% | 16,771 | $2.1M |
| Cascade Investment Group, Inc. | 1.19% | Reduce -5.8% | 16,756 | $2.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.0% | 16,688 | $2.1M |
| Crescent Grove Advisors, LLC | 0.18% | Add +2.1% | 16,389 | $2.1M |
| Arax Advisory Partners | 0.01% | Add +312.9% | 16,454 | $2.1M |
| Commerce Bank | 0.01% | Reduce -0.1% | 16,371 | $2.1M |
| Hartford Investment Management Co. | 0.06% | Reduce -3.1% | 16,354 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.70% | Reduce -21.1% | 16,270 | $2.1M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -8.3% | 15,993 | $2.0M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +1.1% | 15,990 | $2.0M |
| Maryland State Retirement & Pension System | 0.03% | Add +8.7% | 15,980 | $2.0M |
| Capital Financial Group Inc\co\ | 1.06% | Reduce -8.6% | 15,979 | $2.0M |
| HB Wealth Management, LLC | 0.01% | Add +1.1% | 15,577 | $2.0M |
| Inspire Trust Co, N.A. | 0.27% | Reduce -11.7% | 15,500 | $2.0M |
| Royal Fund Management, LLC | 0.16% | Reduce -1.1% | 15,471 | $2.0M |
| Wolverine Asset Management LLC | 0.10% | Reduce -13.9% | 15,432 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.9% | 15,295 | $1.9M |
| King Luther Capital Management Corp. | 0.01% | Reduce -0.3% | 15,262 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | Add +0.7% | 15,200 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -4.9% | 15,052 | $1.9M |
| Trust Investment Advisors | 0.91% | Add +8.3% | 15,117 | $1.9M |
| Compound Planning, Inc. | 0.05% | Add +36.2% | 14,936 | $1.9M |
| Empowered Funds, LLC | 0.01% | Reduce -35.7% | 14,840 | $1.9M |
| Farther Finance Advisors, LLC | 0.01% | Add +39.5% | 14,689 | $1.9M |
| New Mexico Educational Retirement Board | 0.05% | Add +5.8% | 14,640 | $1.8M |
| Kessler Investment Group, LLC | 0.79% | Reduce -0.4% | 14,594 | $1.8M |
| One Charles Private Wealth Services, LLC | 0.42% | Reduce -2.9% | 14,538 | $1.8M |
| XTX Topco Ltd | 0.02% | Reduce -43.3% | 14,433 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Reduce -82.4% | 14,389 | $1.8M |
| Courier Capital LLC | 0.09% | Reduce -21.2% | 14,204 | $1.8M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Add +0.9% | 14,195 | $1.8M |
| Agf Management Ltd. | 0.01% | Add +14.2% | 14,122 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -28.4% | 13,925 | $1.8M |
| Carnegie Investment Counsel | 0.04% | Reduce -6.1% | 13,850 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +23.4% | 13,845 | $1.7M |
| DRW Securities, LLC | 0.10% | Reduce -16.4% | 13,727 | $1.7M |
| Mitchell McLeod Pugh & Williams Inc. | 0.21% | Add +34.3% | 13,700 | $1.7M |
| B&I Capital AG | 3.77% | Reduce -88.4% | 13,535 | $1.7M |
| Texas Yale Capital Corp. | 0.04% | No change | 13,505 | $1.7M |
| Ofi Invest Asset Management | 0.02% | Add +56.9% | 13,687 | $1.7M |
| Crestwood Advisors Group, LLC | 0.02% | Add +8.0% | 13,246 | $1.7M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Add +1.5% | 13,058 | $1.6M |
| DoubleLine ETF Adviser LP | 0.68% | Reduce -14.7% | 13,042 | $1.6M |
| Tema ETFs LLC | 0.05% | Add +9.8% | 12,940 | $1.6M |
| Dockside LLC | 0.38% | — | 12,932 | $1.6M |
| Comprehensive Money Management Services LLC | 1.02% | Add +2.5% | 12,851 | $1.6M |
| Wiregrass Investment Management LLC | 1.10% | Add +0.3% | 12,760 | $1.6M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 12,754 | $1.6M |
| HM Payson & Co. | 0.02% | No change | 12,526 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +0.8% | 12,457 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +18.6% | 12,408 | $1.6M |
| Principal Securities, Inc. | 0.02% | Reduce -6.0% | 12,392 | $1.6M |
| Chicago Partners Investment Group LLC | 0.03% | Add +16.8% | 12,489 | $1.6M |
| Chesley Taft & Associates LLC | 0.06% | Add +0.5% | 12,299 | $1.6M |
| Reik & Co., LLC | 0.40% | Reduce -1.6% | 12,280 | $1.6M |
| World Investment Advisors | 0.03% | Reduce -8.3% | 14,939 | $1.5M |
| Delta Capital Management LLC | 0.71% | Add +3.9% | 12,060 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -0.2% | 12,024 | $1.5M |
| Segall Bryant & Hamill, LLC | 0.02% | No change | 12,009 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Add +0.0% | 11,927 | $1.5M |
| Ossiam | 0.02% | Reduce -9.0% | 11,969 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -6.0% | 11,860 | $1.5M |
| Widmann Financial Services, Inc. | 0.81% | Reduce -1.6% | 11,925 | $1.5M |
| Abbot Financial Management, Inc. | 0.55% | No change | 11,877 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +30.1% | 11,861 | $1.5M |
| J.M. Arbour, LLC | 1.27% | Add +10.4% | 11,707 | $1.5M |
| MUFG Securities EMEA plc | 0.02% | Reduce -3.9% | 11,645 | $1.5M |
| Truvestments Capital LLC | 0.22% | Add +8.6% | 11,617 | $1.5M |
| Creative Financial Designs Inc. | 0.07% | Add +17.1% | 11,573 | $1.5M |
| Roman Butler Fullerton & Co. | 0.35% | Reduce -4.1% | 11,826 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Add +1.2% | 11,443 | $1.4M |
| Oddo BHF Asset Management Sas | 0.07% | Add +23.8% | 11,367 | $1.4M |
| Brighton Jones LLC | 0.03% | Add +6.0% | 11,319 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | — | 11,300 | $1.4M |
| Banque Cantonale Vaudoise | 0.06% | Reduce -8.7% | 11,279 | $1.4M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -4.9% | 11,252 | $1.4M |
| Anchor Bay Capital, Inc. | 0.77% | — | 11,681 | $1.4M |
| Moody National Bank Trust Division | 0.12% | Add +0.2% | 11,232 | $1.4M |
| F/m Investments LLC | 0.07% | Reduce -0.5% | 11,215 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +71.0% | 11,121 | $1.4M |
| Kintegral Advisory, LLC | 0.11% | No change | 11,038 | $1.4M |
| E. Ohman J:or Asset Management AB | 0.03% | Reduce -12.6% | 11,103 | $1.4M |
| Glenview Trust Co | 0.02% | No change | 11,016 | $1.4M |
| Retirement Planning Co of New England, Inc. | 0.50% | Reduce -0.3% | 11,013 | $1.4M |
| Ingalls & Snyder LLC | 0.04% | Reduce -0.1% | 10,725 | $1.4M |
| Wellington Shields & Co., LLC | 0.30% | No change | 10,643 | $1.3M |
| LDR Capital Management LLC | 2.11% | Reduce -14.9% | 10,505 | $1.3M |
| Burling Wealth Partners, LLC | 0.19% | Reduce -2.1% | 10,445 | $1.3M |
| Beacon Financial Advisory LLC | 0.26% | Reduce -1.7% | 10,443 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -5.9% | 10,437 | $1.3M |
| Vident Advisory, LLC | 0.01% | Reduce -4.0% | 10,352 | $1.3M |
| Plimoth Trust Co. LLC | 0.26% | Reduce -0.2% | 10,308 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.3% | 10,271 | $1.3M |
| Union Bancaire Privee, UBP SA | 0.01% | New | 13,432 | $1.3M |
| Savant Capital, LLC | 0.00% | Reduce -9.9% | 10,056 | $1.3M |
| Smith Group Asset Management, LLC | 0.05% | No change | 10,000 | $1.3M |
| Advisors Capital Management, LLC | 0.01% | Add +10.4% | 9,925 | $1.3M |
| Verdence Capital Advisors LLC | 0.07% | Reduce -12.1% | 9,914 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.9% | 9,659 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.8% | 9,624 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +1.4% | 9,594 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.8% | 9,538 | $1.2M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.04% | Add +292.2% | 9,534 | $1.2M |
| Guardian Asset Advisors, LLC | 0.55% | Reduce -12.7% | 9,524 | $1.2M |
| Ascent Group, LLC | 0.04% | Add +10.0% | 9,514 | $1.2M |
| Denali Advisors LLC | 0.12% | Add +1.5% | 9,495 | $1.2M |
| Caprock Group, LLC | 0.02% | New | 9,424 | $1.2M |
| Diversified Trust Co. | 0.02% | New | 9,490 | $1.2M |
| Atwood & Palmer Inc. | 0.06% | Add +0.1% | 9,487 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.12% | Add +0.5% | 9,392 | $1.2M |
| Beacon Investment Advisors LLC | 0.37% | Reduce -0.2% | 9,369 | $1.2M |
| Ullmann Wealth Partners Group, LLC | 0.11% | Reduce -1.0% | 9,342 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +190.4% | 9,146 | $1.2M |
| Independent Financial Group, LLC | 0.02% | Add +0.0% | 9,146 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -1.1% | 9,137 | $1.2M |
| Mechanics Bank Trust Department | 0.14% | Reduce -2.5% | 9,042 | $1.1M |
| Callan Family Office, LLC | 0.02% | Add +3.4% | 9,041 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -0.6% | 9,029 | $1.1M |
| Founders Financial Alliance, LLC | 0.15% | Add +0.0% | 9,023 | $1.1M |
| Mufg Securities Americas Inc. | 0.06% | Add +9.5% | 8,962 | $1.1M |
| North Dakota State Investment Board | 0.04% | Add +2.9% | 8,724 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Add +0.1% | 8,636 | $1.1M |
| Diversify Advisory Services, LLC | 0.02% | New | 8,550 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | Reduce -0.8% | 8,550 | $1.1M |
| WASHINGTON TRUST Co | 0.03% | Add +53.7% | 8,586 | $1.1M |
| Syon Capital LLC | 0.05% | Add +2.2% | 8,540 | $1.1M |
| Herold Advisors, Inc. | 0.21% | No change | 8,500 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -12.3% | 8,501 | $1.1M |
| Trivium Point Advisory, LLC | 0.10% | Add +0.4% | 8,366 | $1.1M |
| Bramshill Investments, LLC | 0.08% | Add +1.0% | 8,323 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +20.4% | 8,266 | $1.0M |
| V-Square Quantitative Management LLC | 0.10% | Reduce -4.2% | 8,194 | $1.0M |
| Rik Saylor Financial, Inc. | 0.68% | Add +0.0% | 8,181 | $1.0M |
| Brown Brothers Harriman & Co. | 0.00% | Add +55.9% | 8,157 | $1.0M |
| Huntington National Bank | 0.01% | Add +7.3% | 8,065 | $1.0M |
| WealthBridge Capital Management, LLC | 0.20% | Add +95.0% | 8,055 | $1.0M |
| Transcend Capital Advisors, LLC | 0.07% | New | 8,053 | $1.0M |
| Strait & Sound Wealth Management LLC | 0.36% | Reduce -1.2% | 8,038 | $1.0M |
| RNC Capital Management LLC | 0.04% | No change | 8,000 | $1.0M |
| HUB Investment Partners, LLC | 0.02% | Add +52.9% | 7,998 | $1.0M |
| Marex Group Ltd | 0.01% | Add +260.6% | 7,987 | $1.0M |
| Bailard, Inc. | 0.02% | No change | 7,942 | $1.0M |
| Coldstream Capital Management Inc. | 0.01% | Add +2.6% | 7,902 | $998K |
| Larson Financial Group LLC | 0.03% | Add +7.3% | 7,819 | $988K |
| Machina Capital S.A.S. | 0.16% | Add +32.1% | 7,807 | $986K |
| Securian Asset Management, Inc. | 0.04% | No change | 7,937 | $983K |
| GAMMA Investing LLC | 0.04% | Add +16.5% | 7,716 | $975K |
| Renaissance Technologies | 0.00% | Add +220.8% | 7,700 | $973K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -0.5% | 7,686 | $971K |
| Prospera Financial Services Inc | 0.01% | Add +2.4% | 7,677 | $970K |
| HighPoint Advisor Group LLC | 0.03% | Add +12.7% | 7,654 | $967K |
| Genesee Capital Advisors, LLC | 0.30% | New | 7,623 | $963K |
| Future Financial Wealth Managment LLC | 0.60% | Add +0.0% | 7,649 | $953K |
| Ostrum Asset Management | 0.05% | Reduce -18.3% | 7,535 | $952K |
| CI Investments Inc. | 0.00% | New | 7,453 | $941K |
| Mgo One Seven LLC | 0.02% | Reduce -0.8% | 7,449 | $941K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -0.7% | 7,439 | $940K |
| Horizon Investments, LLC | 0.01% | Add +16.8% | 7,421 | $937K |
| Mathes Company, Inc. | 0.29% | No change | 7,400 | $935K |
| WESPAC Advisors, LLC | 0.45% | New | 7,235 | $914K |
| Monument Capital Management | 0.18% | Add +101.4% | 7,149 | $903K |
| Penserra Capital Management LLC | 0.01% | Add +328.1% | 7,145 | $901K |
| Verus Capital Partners, LLC | 0.05% | Reduce -18.4% | 7,101 | $897K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -10.3% | 9,519 | $894K |
| Wedbush Securities Inc. | 0.02% | Reduce -21.9% | 7,038 | $889K |
| Princeton Capital Management LLC | 0.20% | Reduce -5.4% | 7,001 | $884K |
| Fiduciary Group, LLC | 0.07% | No change | 7,000 | $884K |
| Checchi Capital Advisers, LLC | 0.06% | Add +0.3% | 6,999 | $884K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -25.6% | 6,988 | $883K |
| Lee Financial Co | 0.11% | New | 6,960 | $879K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -0.0% | 6,923 | $874K |
| TBH Global Asset Management, LLC | 0.16% | Reduce -3.8% | 6,800 | $859K |
| Evergreen Capital Management LLC | 0.02% | Reduce -1.1% | 6,796 | $858K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.7% | 6,796 | $858K |
| Colonial River Investments, LLC | 0.24% | Reduce -15.0% | 6,792 | $858K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -94.8% | 6,749 | $852K |
| Aprio Wealth Management, LLC | 0.04% | Add +5.0% | 6,699 | $846K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -4.7% | 6,677 | $843K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.6% | 6,674 | $843K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +4.7% | 6,664 | $842K |
| Fidelis Capital Partners, LLC | 0.05% | Add +8.9% | 6,654 | $840K |
| Avior Wealth Management, LLC | 0.02% | Reduce -4.0% | 6,615 | $836K |
| Arkadios Wealth Advisors | 0.01% | Reduce -10.4% | 6,615 | $835K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.4% | 6,589 | $832K |
| Canada Post Corp Registered Pension Plan | 0.03% | No change | 6,457 | $816K |
| Rothschild Investment LLC | 0.03% | Add +118.3% | 6,279 | $793K |
| Essex Financial Services, Inc. | 0.04% | Add +1.6% | 6,272 | $792K |
| Cresset Asset Management, LLC | 0.00% | Reduce -21.9% | 6,190 | $788K |
| Signaturefd, LLC | 0.01% | Add +0.6% | 6,157 | $778K |
| Sheets Smith Wealth Management | 0.08% | No change | 6,025 | $761K |
| Summit Financial, LLC | 0.01% | Reduce -6.3% | 5,976 | $760K |
| Estabrook Capital Management | 0.10% | Add +18.6% | 5,962 | $753K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -31.2% | 5,925 | $748K |
| Columbia Asset Management | 0.13% | No change | 5,912 | $747K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.4% | 5,905 | $746K |
| Pinnacle Family Advisors, LLC | 0.31% | Reduce -0.2% | 5,866 | $741K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.4% | 5,828 | $736K |
| Archer Investment Corp | 0.14% | Reduce -25.6% | 5,800 | $733K |
| Equitable Holdings, Inc. | 0.00% | Add +26.8% | 5,770 | $729K |
| Sivia Capital Partners, LLC | 0.09% | Add +39.9% | 5,750 | $726K |
| Keybank National Association | 0.00% | Add +45.3% | 5,723 | $723K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.3% | 5,709 | $721K |
| Vise Technologies, Inc. | 0.01% | Add +71.7% | 5,615 | $709K |
| Engineers Gate Manager LP | 0.01% | Reduce -91.5% | 5,614 | $709K |
| WealthCare Asset Management, LLC | 0.29% | Add +80.3% | 5,512 | $696K |
| CX Institutional | 0.02% | Reduce -6.9% | 5,489 | $693K |
| West Wealth Group, LLC | 0.11% | Reduce -6.6% | 5,479 | $692K |
| Destination Wealth Management | 0.02% | Add +5.5% | 5,473 | $691K |
| Garden State Investment Advisory Services LLC | 0.14% | New | 5,425 | $690K |
| Allied Private Wealth LLC | 0.44% | — | 5,945 | $686K |
| Somerset Trust Co | 0.19% | Reduce -4.3% | 5,428 | $686K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -71.8% | 5,417 | $684K |
| Independence Bank of Kentucky | 0.08% | Reduce -11.8% | 5,399 | $682K |
| Financial Management Professionals, Inc. | 0.06% | Add +0.2% | 5,349 | $680K |
| EntryPoint Capital, LLC | 0.16% | Reduce -31.7% | 5,341 | $675K |
| Guggenheim Capital LLC | 0.00% | Add +13.1% | 5,334 | $674K |
| Radnor Capital Management, LLC | 0.09% | New | 5,279 | $667K |
| Assetmark, Inc. | 0.00% | Add +19.5% | 5,274 | $666K |
| Brookfield Corp | 0.00% | Reduce -97.2% | 5,262 | $665K |
| Daymark Wealth Partners, LLC | 0.02% | Add +8.2% | 5,201 | $657K |
| Valued Retirements, Inc. | 0.59% | No change | 5,190 | $656K |
| M&G PLC | 0.00% | No change | 5,193 | $654K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +34.3% | 5,075 | $641K |
| Bogart Wealth, LLC | 0.02% | Add +30.0% | 5,070 | $640K |
| Welch Group, LLC | 0.02% | No change | 5,069 | $640K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -14.8% | 5,033 | $640K |
| Prudential PLC | 0.00% | No change | 5,066 | $640K |
| AlphaCore Capital LLC | 0.01% | Add +129.4% | 5,008 | $637K |
| Frec Markets, Inc. | 0.06% | Add +45.4% | 5,034 | $636K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +29.0% | 5,304 | $634K |
| JB Capital LLC | 0.02% | Add +8.4% | 5,016 | $634K |
| NorthStar Asset Management LLC | 0.14% | No change | 5,015 | $633K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -91.9% | 5,011 | $633K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +44.9% | 5,004 | $632K |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.1% | 4,979 | $629K |
| Performance Wealth Partners, LLC | 0.02% | Add +0.2% | 4,953 | $626K |
| Aspen Investment Management Inc | 0.17% | Add +8.8% | 4,891 | $618K |
| Stonebridge Financial Group, LLC | 0.08% | — | 4,824 | $613K |
| Bull Harbor Capital LLC | 0.12% | Add +36.4% | 4,783 | $604K |
| Fox Run Management, L.L.C. | 0.10% | Reduce -67.6% | 4,774 | $603K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -4.0% | 4,757 | $601K |
| Smith Asset Management Co., LLC | 0.47% | No change | 4,756 | $601K |
| Freestone Grove Partners LP | 0.00% | New | 4,753 | $600K |
| High Net Worth Advisory Group LLC | 0.13% | No change | 4,692 | $593K |
| Kapstone Financial Advisors LLC | 0.25% | Reduce -5.6% | 4,676 | $591K |
| Mission Wealth Management, LP | 0.01% | Add +58.0% | 4,657 | $588K |
| Havemeyer Place LP | 0.06% | Reduce -69.5% | 4,605 | $582K |
| Curi Capital, LLC | 0.01% | Add +0.1% | 4,573 | $580K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +0.7% | 4,535 | $573K |
| Altshuler Shaham Ltd | 0.01% | New | 15,315 | $571K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Add +12.8% | 4,507 | $569K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -11.3% | 4,501 | $569K |
| Essex Bank | 0.12% | Add +0.4% | 4,447 | $562K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +5.3% | 4,419 | $558K |
| Advisory Alpha, LLC | 0.01% | Add +7.3% | 4,372 | $552K |
| GTS Securities LLC | 0.01% | Reduce -40.4% | 4,367 | $552K |
| Measured Wealth Private Client Group, LLC | 0.13% | No change | 4,366 | $551K |
| Augustine Asset Management Inc. | 0.11% | Reduce -6.8% | 4,297 | $543K |
| Group One Trading LLC | 0.02% | Reduce -16.9% | 4,281 | $541K |
| Perigon Wealth Management, LLC | 0.01% | Add +14.1% | 4,276 | $540K |
| BCO Wealth Management LLC | 0.29% | No change | 4,275 | $540K |
| Composition Wealth, LLC | 0.01% | Add +19.4% | 4,275 | $540K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -33.6% | 4,265 | $539K |
| Stephens Inc. | 0.01% | Add +17.1% | 4,263 | $538K |
| Advisors Management Group Inc. | 0.09% | Reduce -1.7% | 4,231 | $534K |
| Hilton Head Capital Partners, LLC | 0.27% | Add +2.2% | 4,212 | $532K |
| AE Wealth Management LLC | 0.00% | Reduce -23.5% | 4,210 | $532K |
| Hancock Whitney Corp. | 0.01% | No change | 4,202 | $531K |
| Parkside Financial Bank & Trust | 0.04% | Add +179.1% | 4,184 | $528K |
| Howland Capital Management LLC | 0.02% | Add +0.1% | 4,150 | $526K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 4,152 | $524K |
| Alpine Global Management, LLC | 0.09% | New | 4,150 | $524K |
| AlphaGrep UK Ltd | 0.16% | Reduce -10.3% | 4,136 | $522K |
| Fiduciary Family Office, LLC | 0.13% | Reduce -2.5% | 4,132 | $522K |
| Algert Global LLC | 0.01% | New | 4,130 | $522K |
| Wedmont Private Capital | 0.01% | Add +18.0% | 4,288 | $521K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.6% | 4,122 | $521K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +0.6% | 4,097 | $517K |
| Disciplined Equity Management, Inc. | 0.23% | No change | 4,085 | $516K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +9.7% | 4,070 | $514K |
| Moneco Advisors, LLC | 0.03% | New | 4,056 | $512K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -9.3% | 4,051 | $512K |
| Axis Wealth Partners, LLC | 0.25% | Add +0.1% | 4,049 | $511K |
| Integrity Alliance, Llc. | 0.02% | Reduce -1.3% | 4,015 | $507K |
| Walleye Trading LLC | 0.01% | Reduce -69.6% | 3,949 | $499K |
| Fisher Asset Management | 0.00% | Add +13.3% | 3,946 | $498K |
| Csenge Advisory Group | 0.02% | Reduce -2.8% | 3,926 | $496K |
| Signal Advisors Wealth, LLC | 0.03% | Add +4.6% | 3,907 | $494K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,894 | $492K |
| Profund Advisors LLC | 0.01% | Reduce -0.5% | 3,892 | $492K |
| Waddell & Associates, LLC | 0.02% | Reduce -5.3% | 3,889 | $491K |
| Parallel Advisors, LLC | 0.01% | Add +0.6% | 3,879 | $490K |
| Advisory Advocates, LLC | 0.42% | Reduce -8.9% | 3,870 | $489K |
| Continuum Advisory, LLC | 0.04% | Add +12.0% | 3,820 | $483K |
| StoneX Group Inc. | 0.02% | New | 3,804 | $482K |
| FJ Capital Management LLC | 0.06% | New | 3,814 | $482K |
| Ledgewood Wealth Advisors, LLC | 0.26% | No change | 3,806 | $481K |
| Compass Capital Management, Inc. | 0.03% | New | 3,800 | $480K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.6% | 3,936 | $480K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -5.8% | 3,783 | $478K |
| Hilltop Holdings Inc. | 0.04% | No change | 3,776 | $477K |
| Significant Wealth Partners LLC | 0.51% | Add +1.3% | 3,741 | $473K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +3.4% | 3,713 | $469K |
| Krilogy Financial LLC | 0.01% | Reduce -5.1% | 3,686 | $466K |
| Aire Advisors, LLC | 0.08% | Add +0.8% | 3,672 | $464K |
| Park National Corp. | 0.01% | No change | 3,656 | $462K |
| Simplicity Wealth,LLC | 0.02% | Reduce -33.6% | 3,648 | $461K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,632 | $459K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 3,628 | $458K |
| Putney Financial Group LLC | 0.41% | Reduce -1.4% | 3,609 | $456K |
| Three Magnolias Financial Advisors, LLC | 0.25% | No change | 3,600 | $455K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -4.0% | 3,590 | $453K |
| Curbstone Financial Management Corp | 0.08% | New | 3,590 | $453K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +0.1% | 3,582 | $453K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,579 | $452K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 3,575 | $452K |
| Armor Investment Advisors, LLC | 0.14% | Reduce -5.3% | 3,573 | $451K |
| Natural Investments, LLC | 0.10% | Reduce -13.1% | 3,569 | $450K |
| Baker Avenue Asset Management, LP | 0.01% | Add +21.6% | 3,513 | $444K |
| Long Road Investment Counsel, LLC | 0.16% | No change | 3,500 | $442K |
| Philadelphia Trust Co. | 0.03% | No change | 3,500 | $442K |
| Exchange Traded Concepts, LLC | 0.00% | Add +23.9% | 3,458 | $437K |
| Fulton Bank, N.A. | 0.01% | No change | 3,448 | $436K |
| Pathway Financial Advisers, LLC | 0.11% | Add +0.3% | 3,447 | $435K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -2.1% | 3,390 | $431K |
| LBP Am SA | 0.00% | Reduce -30.4% | 3,392 | $428K |
| Sowell Financial Services LLC | 0.01% | Add +3.1% | 3,364 | $425K |
| Davis R M Inc. | 0.01% | No change | 3,318 | $419K |
| American Investment Services, Inc. | 0.09% | No change | 3,304 | $417K |
| Groesbeck Investment Management Corp. | 0.66% | New | 3,284 | $415K |
| Cetera Trust Company, N.A | 0.21% | No change | 3,285 | $415K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -11.0% | 3,282 | $415K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +2.3% | 3,277 | $414K |
| Mather Group, Llc. | 0.00% | Add +5.8% | 3,274 | $414K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -24.5% | 3,233 | $408K |
| Legacy Wealth Asset Management, LLC | 0.09% | New | 3,231 | $408K |
| Foster & Motley Inc. | 0.02% | Reduce -2.1% | 3,213 | $406K |
| E&G Advisors, LLC | 0.08% | No change | 3,200 | $404K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.9% | 3,198 | $404K |
| Fortis Capital Management LLC | 0.05% | Add +2.3% | 3,196 | $404K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -3.6% | 3,181 | $402K |
| Ellevest, Inc. | 0.05% | Reduce -10.9% | 3,204 | $402K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +1.8% | 3,103 | $401K |
| Diversified Enterprises, LLC | 0.02% | Add +3.4% | 3,157 | $399K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -2.5% | 3,148 | $398K |
| Kovack Advisors, Inc. | 0.02% | Add +1.3% | 3,182 | $395K |
| Fortitude Family Office, LLC | 0.08% | No change | 3,112 | $393K |
| Parcion Private Wealth LLC | 0.02% | Add +16.6% | 3,108 | $393K |
| Aew Capital Management L P | 0.02% | New | 3,100 | $392K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -13.4% | 3,079 | $389K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.0% | 3,078 | $389K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.7% | 3,078 | $389K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +2.7% | 3,061 | $387K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +31.2% | 3,037 | $384K |
| Montag A & Associates Inc. | 0.02% | No change | 3,019 | $384K |
| Rothschild Wealth LLC | 0.03% | Add +29.7% | 3,022 | $382K |
| SageView Advisory Group, LLC | 0.01% | New | 3,016 | $381K |
| Asset Planning,Inc | 0.25% | No change | 3,000 | $379K |
| Clean Yield Group | 0.09% | No change | 3,000 | $379K |
| Crown Wealth Group, LLC | 0.10% | Add +1.6% | 2,995 | $378K |
| James Hambro & Partners LLP | 0.01% | No change | 2,972 | $375K |
| Clearstead Advisors, LLC | 0.00% | Reduce -35.1% | 2,969 | $375K |
| Quest Investment Management LLC | 0.04% | Reduce -33.3% | 2,958 | $374K |
| Amplius Wealth Advisors, LLC | 0.03% | New | 2,954 | $373K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Reduce -0.2% | 2,920 | $369K |
| Advisor OS, LLC | 0.02% | Add +7.0% | 2,915 | $368K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,902 | $367K |
| Savvy Advisors, Inc. | 0.01% | Add +3.2% | 2,891 | $365K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.1% | 2,884 | $364K |
| Bayforest Capital Ltd | 0.34% | Add +16.4% | 2,882 | $364K |
| BTC Capital Management, Inc. | 0.02% | No change | 2,861 | $361K |
| AlphaStar Capital Management, LLC | 0.02% | Add +7.3% | 2,860 | $361K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.2% | 2,858 | $361K |
| Southland Equity Partners LLC | 0.06% | Reduce -0.3% | 2,857 | $361K |
| Keebeck Wealth Management | 0.04% | Add +35.6% | 2,824 | $359K |
| SVB Wealth LLC | 0.02% | Add +0.7% | 2,842 | $359K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,826 | $357K |
| IMA Advisory Services, Inc. | 0.02% | Add +0.6% | 2,804 | $357K |
| American Institute for Advanced Investment Management, LLP | 0.21% | Add +0.9% | 2,815 | $356K |
| Soltis Investment Advisors LLC | 0.02% | Add +22.1% | 2,812 | $355K |
| Cigna Investments Inc. | 0.05% | No change | 2,808 | $355K |
| Jordan Park Group LLC | 0.02% | No change | 2,803 | $354K |
| Nwam LLC | 0.02% | Add +0.4% | 2,793 | $353K |
| TD Private Client Wealth LLC | 0.01% | Reduce -49.1% | 2,791 | $353K |
| Xxi Wealth, LLC | 0.16% | Add +11.1% | 2,784 | $352K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.5% | 2,779 | $351K |
| Palacios Wealth Management, LLC | 0.21% | No change | 2,755 | $348K |
| Dorsey Wright & Associates | 0.06% | New | 2,746 | $347K |
| Family Investment Center, Inc. | 0.06% | New | 2,729 | $345K |
| IFP Advisors, Inc | 0.01% | Add +24.0% | 2,729 | $345K |
| TRUE Private Wealth Advisors | 0.03% | No change | 2,725 | $344K |
| Walker Asset Management, LLC | 0.17% | Add +0.8% | 2,714 | $343K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 2,711 | $342K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 3,350 | $342K |
| Spire Wealth Management | 0.01% | Reduce -47.4% | 2,702 | $341K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +0.1% | 2,696 | $341K |
| Kavar Capital Partners Group, LLC | 0.04% | Add +2.0% | 2,696 | $341K |
| Allen Investment Management, LLC | 0.00% | No change | 2,696 | $341K |
| Keystone Financial Group | 0.02% | No change | 2,679 | $338K |
| VestGen Advisors, LLC | 0.01% | Reduce -5.5% | 2,666 | $337K |
| Seelaus Asset Management LLC | 0.24% | No change | 2,650 | $335K |
| TCI Wealth Advisors, Inc. | 0.01% | Reduce -4.4% | 2,635 | $333K |
| Indivisible Partners | 0.02% | Add +22.5% | 2,604 | $329K |
| Brown Financial Advisors | 0.11% | Add +3.6% | 2,580 | $326K |
| GHP Investment Advisors, Inc. | 0.01% | Add +2188.4% | 2,563 | $324K |
| Pallas Capital Advisors LLC | 0.01% | Add +17.0% | 2,563 | $324K |
| Pinion Investment Advisors, LLC | 0.06% | New | 2,546 | $322K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.5% | 2,543 | $321K |
| Segment Wealth Management, LLC | 0.02% | No change | 2,534 | $320K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.8% | 2,505 | $316K |
| Prosperity Consulting Group, LLC | 0.01% | Add +5.6% | 2,493 | $315K |
| Sigma Planning Corp | 0.01% | Reduce -7.7% | 2,468 | $312K |
| Aspiriant, LLC | 0.01% | Add +20.8% | 2,467 | $312K |
| Centerpoint Advisory Group | 0.20% | Reduce -2.8% | 2,465 | $311K |
| Mattson Financial Services, LLC | 0.07% | Add +1.7% | 2,558 | $311K |
| Fielder Capital Group LLC | 0.07% | Add +1.1% | 2,463 | $311K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +4.2% | 2,448 | $309K |
| Kera Capital Partners, Inc. | 0.03% | New | 2,438 | $308K |
| Wealth Alliance, LLC | 0.03% | Reduce -13.7% | 2,417 | $305K |
| Root Financial Partners, LLC | 0.01% | Add +20.0% | 2,412 | $305K |
| Bridgelight Financial Advisors, Inc. | 0.21% | Reduce -1.0% | 2,405 | $304K |
| Sculati Wealth Management, LLC | 0.10% | Reduce -35.6% | 2,445 | $303K |
| Atria Investments, Inc | 0.00% | Reduce -27.9% | 2,391 | $302K |
| Empower Advisory Group, LLC | 0.00% | Add +10.7% | 2,386 | $301K |
| Samalin Investment Counsel, LLC | 0.10% | Reduce -3.5% | 2,378 | $300K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -7.5% | 2,360 | $300K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -0.4% | 2,371 | $299K |
| Intrua Financial, LLC | 0.03% | Add +0.5% | 2,360 | $298K |
| Mosaic Family Wealth Partners, LLC | 0.02% | Add +15.7% | 2,360 | $298K |
| Fayez Sarofim & Co | 0.00% | Add +3.5% | 2,360 | $298K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +5.7% | 2,354 | $297K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | Add +1.0% | 2,348 | $297K |
| Smith, Moore & Co. | 0.02% | Add +3.4% | 2,327 | $294K |
| Schmidt P J Investment Management Inc. | 0.05% | Reduce -1.4% | 2,326 | $294K |
| Bedel Financial Consulting, Inc. | 0.03% | Reduce -2.8% | 2,325 | $294K |
| MBL Wealth, LLC | 0.02% | New | 2,320 | $293K |
| Strategic Blueprint, LLC | 0.01% | Reduce -0.1% | 2,313 | $292K |
| Fortress Private Ledger, LLC | 0.08% | No change | 2,306 | $291K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -13.0% | 2,304 | $291K |
| Jacobi Capital Management LLC | 0.01% | Reduce -3.0% | 2,293 | $290K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.2% | 2,271 | $289K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -4.3% | 2,276 | $288K |
| SJS Investment Consulting Inc. | 0.03% | Add +1.8% | 2,258 | $285K |
| Versant Capital Management, Inc | 0.03% | Add +29.4% | 2,253 | $285K |
| Mystic Asset Management, Inc. | 0.06% | Add +0.1% | 2,250 | $284K |
| Saxony Capital Management, LLC | 0.13% | Reduce -1.7% | 2,245 | $284K |
| Proficio Capital Partners LLC | 0.01% | New | 2,229 | $282K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,229 | $282K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.4% | 2,223 | $281K |
| Heritage Wealth Advisors | 0.01% | No change | 2,222 | $281K |
| Spirepoint Private Client, LLC | 0.02% | Add +1.0% | 2,219 | $280K |
| Community Bank & Trust, Waco, Texas | 0.05% | No change | 2,200 | $278K |
| Birchcreek Wealth Management, LLC | 0.11% | New | 2,190 | $277K |
| Warner Group LLC | 0.07% | New | 2,186 | $276K |
| Ibex Wealth Advisors | 0.02% | No change | 2,178 | $275K |
| Platform Technology Partners | 0.04% | Add +2.5% | 2,173 | $274K |
| Brookwood Investment Group LLC | 0.03% | Add +2.1% | 2,172 | $274K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -34.0% | 2,158 | $273K |
| Stiles Financial Services Inc | 0.07% | No change | 2,127 | $269K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +4.3% | 2,125 | $268K |
| Warm Springs Advisors Inc. | 0.18% | No change | 2,117 | $267K |
| Paller Financial Services Inc | 0.20% | Reduce -0.8% | 2,115 | $267K |
| Gsa Capital Partners LLP | 0.02% | New | 2,116 | $267K |
| Abel Hall, LLC | 0.05% | Add +0.1% | 2,108 | $266K |
| Ameliora Wealth Management Ltd. | 0.08% | Reduce -32.3% | 2,100 | $265K |
| Vanguard National Trust Co | 0.01% | No change | 2,100 | $265K |
| Copeland Capital Management, LLC | 0.01% | Reduce -0.8% | 2,075 | $262K |
| WealthPlan Investment Management, LLC | 0.01% | New | 2,052 | $259K |
| Private Trust Co. NA | 0.02% | Reduce -0.1% | 2,046 | $258K |
| Ignite Planners, LLC | 0.04% | Add +0.1% | 2,042 | $258K |
| PDS Planning, Inc | 0.01% | Add +0.3% | 2,018 | $255K |
| Financial Perspectives, Inc | 0.06% | No change | 2,000 | $253K |
| RW Investment Management LLC | 0.02% | No change | 2,000 | $253K |
| Apriem Advisors | 0.02% | No change | 2,000 | $253K |
| Valley Financial Group, Inc. | 0.12% | Reduce -2.4% | 1,998 | $252K |
| Flputnam Investment Management Co. | 0.00% | No change | 1,969 | $249K |
| TPG Advisors LLC | 0.14% | New | 1,954 | $247K |
| Modera Wealth Management, LLC | 0.00% | New | 1,951 | $246K |
| First Foundation Advisors | 0.01% | New | 1,935 | $244K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 1,928 | $244K |
| SP Asset Management LLC | 0.02% | New | 1,926 | $243K |
| Strategic Investment Solutions, Inc. | 0.06% | No change | 1,923 | $243K |
| Valeo Financial Advisors, LLC | 0.01% | New | 1,920 | $243K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.3% | 1,909 | $241K |
| Hunter Associates Investment Management LLC | 0.03% | Reduce -9.1% | 1,909 | $241K |
| Supplemental Annuity Collective Trust of NJ | 0.06% | Reduce -4.7% | 1,908 | $241K |
| Elyxium Wealth, LLC | 0.03% | New | 1,906 | $241K |
| Richardson Financial Services Inc. | 0.14% | Add +0.9% | 1,901 | $240K |
| William John Sempolinski | 0.10% | New | 1,900 | $240K |
| Plan Group Financial, LLC | 0.05% | New | 1,890 | $239K |
| Mission Hills Financial Advisory, LLC | 0.10% | New | 1,889 | $239K |
| Sound Income Strategies, LLC | 0.01% | Reduce -9.9% | 1,878 | $237K |
| AssuredPartners Investment Advisors, LLC | 0.02% | Reduce -20.2% | 1,877 | $237K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 1,822 | $237K |
| Howard Capital Management, LLC | 0.00% | New | 1,871 | $236K |
| Belpointe Asset Management LLC | 0.01% | New | 1,866 | $236K |
| Coastline Trust Co | 0.02% | No change | 1,856 | $234K |
| Asset Advisory Group, Inc. | 0.10% | New | 1,855 | $234K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.07% | No change | 1,830 | $231K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,825 | $231K |
| RMR Wealth Builders | 0.01% | New | 1,814 | $229K |
| FAS Wealth Partners, Inc. | 0.01% | New | 1,812 | $229K |
| First City Capital Management, Inc. | 0.11% | New | 1,811 | $229K |
| Axxcess Wealth Management, LLC | 0.00% | New | 1,808 | $228K |
| Bingham Private Wealth, LLC | 0.16% | New | 1,803 | $228K |
| Unified Investment Management | 0.21% | New | 1,800 | $227K |
| Summa Corp. | 0.07% | New | 1,800 | $227K |
| Pegasus Asset Management, Inc. | 0.06% | New | 1,800 | $227K |
| Monetary Management Group Inc. | 0.05% | No change | 1,800 | $227K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,791 | $226K |
| Wick Capital Partners, LLC | 0.03% | New | 1,789 | $226K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | New | 1,784 | $225K |
| Catalyst Financial Partners LLC | 0.02% | New | 1,764 | $223K |
| Knightsbridge Asset Management, LLC | 0.03% | New | 1,754 | $222K |
| Deseret Mutual Benefit Administrators | 0.07% | Reduce -16.5% | 1,747 | $221K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | New | 1,724 | $218K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 1,722 | $218K |
| Channel Wealth LLC | 0.05% | New | 1,719 | $217K |
| Plato Investment Management Ltd | 0.01% | New | 1,725 | $217K |
| SHP Wealth Management | 0.01% | Add +1.7% | 1,708 | $216K |
| Caerus Investment Advisors, LLC | 0.07% | New | 1,704 | $215K |
| Nvwm, LLC | 0.04% | Add +0.1% | 1,700 | $215K |
| Citizens Business Bank | 0.03% | Reduce -22.7% | 1,699 | $215K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,650 | $214K |
| Prestige Wealth Management Group LLC | 0.04% | Reduce -52.1% | 1,693 | $214K |
| Portside Wealth Group, LLC | 0.03% | New | 1,692 | $214K |
| Capstone Wealth Management, LLC | 0.10% | New | 1,676 | $212K |
| Beck Mack & Oliver LLC | 0.00% | New | 1,674 | $211K |
| Optas, LLC | 0.03% | Reduce -39.2% | 1,671 | $211K |
| Second Line Capital, LLC | 0.04% | Reduce -0.2% | 1,657 | $211K |
| Dimension Capital Management LLC | 0.02% | New | 1,663 | $210K |
| Penobscot Investment Management Company, Inc. | 0.01% | New | 1,660 | $210K |
| Commerzbank Aktiengesellschaft | 0.00% | Reduce -39.9% | 1,658 | $209K |
| Richmond Investment Services, LLC | 0.07% | Reduce -50.8% | 1,640 | $207K |
| Foundations Investment Advisors, LLC | 0.00% | New | 1,640 | $207K |
| Renasant Bank | 0.13% | New | 1,638 | $207K |
| Busey Bank | 0.01% | New | 1,638 | $207K |
| BIP Wealth, LLC | 0.01% | New | 1,626 | $205K |
| Naples Global Advisors, LLC | 0.01% | New | 1,611 | $204K |
| Clear Creek Financial Management, LLC | 0.01% | New | 1,609 | $203K |
| 71 West Capital Partners | 0.01% | New | 1,606 | $203K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 1,596 | $202K |
| L2 Asset Management, LLC | 0.02% | New | 1,591 | $201K |
| Muzinich & Co., Inc. | 0.07% | No change | 1,567 | $198K |
| First Financial Corp. | 0.07% | No change | 1,500 | $189K |
| Whittier Trust Co. | 0.00% | Add +6.9% | 1,600 | $186K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,461 | $185K |
| Fiduciary Financial Advisors | 0.02% | New | 1,466 | $185K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Add +11.8% | 1,461 | $185K |
| Ritholtz Wealth Management | 0.00% | New | 1,455 | $184K |
| Aberdeen Wealth Management LLC | 0.09% | Reduce -46.3% | 1,421 | $179K |
| S-Bank Fund Management Ltd | 0.02% | New | 1,413 | $178K |
| Hantz Financial Services, Inc. | 0.00% | Add +19.9% | 1,409 | $178K |
| Certuity, LLC | 0.01% | Add +46.6% | 1,407 | $178K |
| UMB Bank, n.a. | 0.00% | Add +1.7% | 1,372 | $173K |
| Basecamp Wealth Advisors LLC | 0.03% | Add +2.8% | 1,351 | $171K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,348 | $170K |
| Tower View Wealth Management LLC | 0.07% | Add +0.8% | 1,324 | $167K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -16.2% | 1,297 | $164K |
| Silvant Capital Management LLC | 0.00% | No change | 1,292 | $163K |
| Security National Bank | 0.02% | Reduce -1.8% | 1,254 | $158K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 1,234 | $156K |
| Toth Financial Advisory Corp. | 0.02% | No change | 1,229 | $155K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -8.9% | 1,206 | $152K |
| Lavaca Capital LLC | 0.02% | Reduce -5.0% | 1,149 | $145K |
| True Wealth Design, LLC | 0.03% | Add +8.7% | 1,140 | $144K |
| Cromwell Holdings LLC | 0.06% | Add +4.9% | 1,048 | $133K |
| Sittner & Nelson, LLC | 0.04% | No change | 1,026 | $130K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +82.7% | 1,023 | $129K |
| Kozak & Associates, Inc. | 0.02% | No change | 1,000 | $122K |
| Bank of New Hampshire | 0.02% | No change | 910 | $115K |
| Eurizon SLJ Capital Ltd | 0.04% | No change | 905 | $114K |
| Morse Asset Management, Inc | 0.02% | Add +75.0% | 875 | $111K |
| Parvin Asset Management, LLC | 0.08% | No change | 820 | $104K |
| Franchise GP Ltd | 0.05% | Add +79.1% | 815 | $103K |
| CYBER HORNET ETFs LLC | 0.06% | Reduce -0.1% | 812 | $103K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -0.3% | 788 | $100K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.6% | 783 | $99K |
| Proffitt & Goodson Inc. | 0.01% | Add +5.4% | 742 | $94K |
| Eastern Bank | 0.00% | No change | 735 | $93K |
| Abound Wealth Management | 0.02% | Reduce -4.7% | 713 | $90K |
| First Horizon Corp. | 0.00% | Add +6.1% | 700 | $88K |
| Essential Partners LLC | 0.04% | Add +21.8% | 683 | $86K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +0.1% | 683 | $86K |
| Avion Wealth | 0.02% | Add +4.3% | 683 | $86K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +3.2% | 678 | $86K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +40.8% | 666 | $84K |
| Zions Bancorporation, National Association | 0.01% | Add +17.4% | 662 | $84K |
| CVA Family Office, LLC | 0.01% | No change | 660 | $83K |
| Valley National Advisers Inc. | 0.01% | Add +0.1% | 656 | $83K |
| Dunhill Financial, LLC | 0.02% | Reduce -10.7% | 652 | $82K |
| Entrust Financial LLC | 0.05% | Add +0.9% | 649 | $82K |
| Harbor Investment Advisory, LLC | 0.01% | New | 632 | $80K |
| Financial Avengers, Inc. | 0.03% | Add +0.8% | 623 | $79K |
| Crewe Advisors LLC | 0.01% | Add +18.7% | 622 | $79K |
| Caitlin John, LLC | 0.04% | Reduce -1.3% | 595 | $75K |
| Vision Financial Markets LLC | 0.06% | No change | 600 | $73K |
| Summit Securities Group LLC | 0.01% | Add +1073.5% | 575 | $73K |
| CENTRAL TRUST Co | 0.00% | Add +0.2% | 569 | $72K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -19.9% | 549 | $69K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +50.0% | 525 | $66K |
| Compass Financial Management LLC | 0.01% | — | 527 | $66K |
| Hoey Investments, Inc. | 0.01% | No change | 505 | $64K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | New | 503 | $64K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 547 | $63K |
| Albion Financial Group | 0.00% | No change | 500 | $63K |
| Canton Hathaway, LLC | 0.01% | Add +2.0% | 499 | $63K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 500 | $63K |
| WPG Advisers, LLC | 0.04% | Add +18.0% | 492 | $62K |
| Manchester Capital Management LLC | 0.01% | Add +12.6% | 491 | $62K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 490 | $62K |
| PlanVest Financial, Inc | 0.04% | Add +0.2% | 476 | $60K |
| Hanson & Doremus Investment Management | 0.01% | No change | 475 | $60K |
| Corsicana & Co. | 0.03% | Reduce -50.0% | 450 | $57K |
| Tsfg, LLC | 0.01% | New | 440 | $56K |
| MeadowBrook Investment Advisors LLC | 0.04% | New | 428 | $54K |
| Signature Equity Partners, LLC | 0.02% | Add +0.2% | 421 | $53K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +0.2% | 421 | $53K |
| NCP Inc. | 0.07% | No change | 400 | $51K |
| Bayban | 0.04% | No change | 400 | $51K |
| Barrett & Company, Inc. | 0.01% | No change | 400 | $51K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 390 | $49K |
| Blue Trust, Inc. | 0.00% | Reduce -18.9% | 385 | $49K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -5.4% | 365 | $46K |
| Caldwell Trust Co | 0.00% | Reduce -49.9% | 363 | $46K |
| Quent Capital, LLC | 0.00% | Add +4.6% | 362 | $46K |
| Piscataqua Savings Bank | 0.03% | No change | 353 | $45K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 344 | $43K |
| Godsey & Gibb, Inc. | 0.00% | No change | 325 | $41K |
| CoreCap Advisors, LLC | 0.00% | Add +0.6% | 324 | $41K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -34.7% | 313 | $40K |
| PFS Partners, LLC | 0.02% | No change | 300 | $38K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 300 | $38K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 300 | $38K |
| Colonial Trust Advisors | 0.00% | New | 300 | $38K |
| Rossby Financial, LCC | 0.01% | Reduce -0.7% | 292 | $37K |
| Southern Michigan Bank & Trust | 0.01% | No change | 286 | $36K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 284 | $36K |
| LRI Investments, LLC | 0.00% | No change | 284 | $36K |
| Elevation Wealth Partners, LLC | 0.01% | Add +444.2% | 283 | $36K |
| Hilltop National Bank | 0.01% | No change | 283 | $36K |
| West Branch Capital LLC | 0.01% | No change | 275 | $35K |
| Synergy Investment Management, LLC | 0.01% | Add +1935.7% | 285 | $34K |
| IMG Wealth Management, Inc. | 0.02% | Add +3.1% | 269 | $34K |
| Markowski Investments | 0.01% | — | 267 | $34K |
| Osbon Capital Management LLC | 0.03% | Add +65.2% | 266 | $34K |
| Highline Wealth Partners LLC | 0.01% | Reduce -97.5% | 264 | $33K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 250 | $32K |
| Institute for Wealth Management, LLC. | 0.00% | New | 249 | $31K |
| Vision Retirement, LLC | 0.01% | No change | 247 | $31K |
| NFSG Corp | 0.00% | Add +0.4% | 245 | $31K |
| Sawyer & Company, Inc | 0.01% | Reduce -59.7% | 240 | $30K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -80.5% | 237 | $30K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 237 | $30K |
| IAG Wealth Partners, LLC | 0.00% | No change | 236 | $30K |
| Activest Wealth Management | 0.01% | Reduce -15.2% | 229 | $29K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 229 | $29K |
| Owl Creek Wealth Partners LLC | 0.01% | Add +2.2% | 228 | $29K |
| Community Bank, N.A. | 0.00% | No change | 223 | $28K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +8.7% | 213 | $27K |
| Meeder Asset Management Inc. | 0.00% | New | 210 | $27K |
| North Star Investment Management Corp. | 0.00% | Reduce -32.4% | 209 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $26K |
| Blueline Advisors LLC | 0.02% | No change | 205 | $26K |
| Chilton Capital Management LLC | 0.00% | No change | 205 | $26K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.1% | 203 | $26K |
| Coston, McIsaac & Partners | 0.00% | No change | 192 | $24K |
| United Financial Planning Group LLC | 0.01% | New | 176 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 180 | $22K |
| Wellington-Altus USA Inc. | 0.02% | New | 213 | $22K |
| Trust Co. of Toledo NA | 0.00% | New | 172 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.4% | 174 | $22K |
| Chesapeake Asset Management LLC | 0.02% | No change | 170 | $21K |
| Atlantic Private Wealth, LLC | 0.01% | Add +0.7% | 154 | $19K |
| First Bancorp, Inc | 0.01% | New | 139 | $18K |
| Park Place Capital Corp | 0.00% | No change | 135 | $17K |
| Tidemark, LLC | 0.00% | No change | 128 | $16K |
| Triumph Capital Management | 0.00% | Reduce -68.4% | 125 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -65.6% | 123 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 123 | $16K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 121 | $15K |
| Westfuller Advisors, LLC | 0.01% | Reduce -18.4% | 120 | $15K |
| Sachetta, LLC | 0.01% | Add +12.4% | 118 | $15K |
| Mosley Wealth Management | 0.00% | Reduce -18.0% | 114 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 113 | $14K |
| MCF Advisors LLC | 0.00% | Reduce -8.9% | 113 | $14K |
| Joseph Group Capital Management | 0.00% | Add +59.1% | 113 | $14K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +13.3% | 111 | $14K |
| MV Capital Management, Inc. | 0.00% | Reduce -31.3% | 110 | $14K |
| JPL Wealth Management, LLC | 0.00% | Add +56.5% | 108 | $14K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 107 | $14K |
| IFG Advisory, LLC | 0.00% | New | 107 | $14K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 104 | $13K |
| Benson Wealth Management INC | 0.01% | No change | 102 | $13K |
| Cornerstone Financial Management LLC | 0.01% | Add +132.6% | 100 | $13K |
| Covestor Ltd | 0.01% | Add +1.1% | 95 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 92 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 91 | $11K |
| High Note Wealth, LLC | 0.00% | Add +13.5% | 84 | $11K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +10.8% | 82 | $10K |
| LifeSteps Financial, Inc. | 0.00% | New | 80 | $10K |
| J.Safra Asset Management Corp | 0.00% | No change | 80 | $10K |
| Horizon Financial Services, LLC | 0.00% | Add +36.8% | 78 | $10K |
| Basepoint Wealth LLC | 0.01% | No change | 77 | $10K |
| Stance Capital LLC | 0.00% | Reduce -84.6% | 73 | $9K |
| Dogwood Wealth Management LLC | 0.00% | No change | 70 | $9K |
| Grove Bank & Trust | 0.00% | No change | 70 | $9K |
| Ankerstar Wealth, LLC | 0.01% | No change | 66 | $8K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | No change | 66 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 66 | $8K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -66.5% | 61 | $8K |
| Park Square Financial Group, LLC | 0.07% | Reduce -17.4% | 57 | $7K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 58 | $7K |
| Capital Analysts, LLC | 0.00% | New | 57 | $7K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 55 | $7K |
| Asset Dedication, LLC | 0.00% | Add +120.0% | 55 | $7K |
| Bullseye Investment Management, LLC | 0.00% | No change | 50 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 49 | $6K |
| Wilkerson Advisory Group LLC | 0.00% | Add +13.9% | 49 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 46 | $6K |
| Raffa Wealth Management, LLC | 0.00% | Add +16.2% | 43 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 42 | $5K |
| Copia Wealth Management | 0.00% | No change | 42 | $5K |
| SouthState Bank Corp | 0.00% | Add +13.9% | 41 | $5K |
| Trust Co. of Vermont | 0.00% | — | 37 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 35 | $4K |
| Silicon Valley Capital Partners | 0.00% | Add +385.7% | 34 | $4K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 33 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 31 | $4K |
| Marquette Asset Management, LLC | 0.00% | No change | 30 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 29 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | Add +3.7% | 28 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 28 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 30 | $3K |
| Downshift Financial, LLC | 0.00% | New | 26 | $3K |
| Persistent Asset Partners Ltd | 0.00% | New | 26 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -46.8% | 25 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +56.3% | 25 | $3K |
| Hughes Financial Services, LLC | 0.00% | Add +212.5% | 25 | $3K |
| Planning Strategies Inc. | 0.00% | — | 24 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 25 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -69.4% | 22 | $3K |
| Fulcrum Asset Management LLP | 0.00% | New | 20 | $3K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 20 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 20 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 23 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +30.8% | 17 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 17 | $2K |
| FWL Investment Management, LLC | 0.00% | New | 17 | $2K |
| West Paces Advisors Inc. | 0.00% | New | 17 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 17 | $2K |
| Clark Wealth Partners | 0.00% | No change | 15 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $2K |
| Burk Holdings LLC | 0.00% | No change | 14 | $2K |
| Buck Wealth Strategies, LLC | 0.00% | New | 14 | $2K |
| Kilter Group LLC | 0.00% | Reduce -13.3% | 13 | $2K |
| Aspect Partners, LLC | 0.00% | Reduce -58.6% | 12 | $2K |
| TFC Financial Management, Inc. | 0.00% | Add +71.4% | 12 | $2K |
| Bokf, NA | 0.00% | New | 12 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 10 | $1K |
| Davis Capital Management | 0.00% | Add +150.0% | 10 | $1K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $1K |
| Quaker Wealth Management, LLC | 0.00% | No change | 7 | $885 |
| Ameriflex Group, Inc. | 0.00% | New | 7 | $884 |
| Motco | 0.00% | New | 7 | $884 |
| GS Investments, Inc. | 0.00% | No change | 6 | $758 |
| Bare Financial Services, Inc | 0.00% | No change | 6 | $758 |
| Provenance Wealth Advisors, LLC | 0.00% | New | 6 | $758 |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 5 | $637 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $632 |
| Morton Brown Family Wealth, LLC | 0.00% | New | 5 | $632 |
| Leonteq Securities AG | 0.00% | Reduce -99.9% | 4 | $505 |
| Raleigh Capital Management Inc. | 0.00% | No change | 3 | $422 |
| Proathlete Wealth Management LLC | 0.00% | No change | 3 | $388 |
| Strengthening Families & Communities, LLC | 0.00% | New | 3 | $379 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 3 | $379 |
| Colonial Trust Co / SC | 0.00% | No change | 3 | $379 |
| Sankala Group LLC | 0.00% | New | 2 | $254 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 2 | $253 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $244 |
| 3 Factor Indexing, LLC | 0.00% | No change | 1 | $127 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $127 |
| Highland Investment Advisors LLC | 0.00% | — | 1 | $126 |
"% of holder's portfolio" is IRM's weight in each manager's 13F, not the share of Iron Mountain Inc. the manager owns.