Iron MountainIRM

13F holders, Q2 2026 (June 30)
1,173holders +83
141new positions
61sold out
10famous investors
$126.18avg. 13F price*

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

InstitutionsTotal Value
New Positions141$251.5M
Exits61$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.