Kimco RealtyKIM

13F holders, Q2 2025 (June 30)
607holders +22
81new positions
58sold out
7famous investors
$21.03avg. 13F price*

At the end of Q2 2025, 607 institutions reported holding Kimco Realty Corp. (KIM) in their 13F filings, up 22 from Q1 2025. 81 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.7B) and State Street Corp. ($974.2M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Kimco Realty Corp.
Sector
Real Estate
CUSIP
49446R109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 535Q1 2024Q2 2024: 529Q2 2024Q3 2024: 553Q3 2024Q4 2024: 598Q4 2024Q1 2025: 585Q1 2025Q2 2025: 607Q2 2025Q3 2025: 621Q3 2025Q4 2025: 607Q4 2025Q1 2026: 658Q1 2026Q2 2026: 693Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions81$146.9M
Exits58$135.0M

All 13F filers, Q1 2025 → Q2 2025: 44,651,343 shares bought and 45,506,338 shares sold, net −854,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 607 holders

Vanguard Group Inc. 0.04% Reduce -0.1% 109,199,340 $2.3B
BlackRock, Inc. 0.03% Add +3.1% 79,155,885 $1.7B
State Street Corp. 0.04% Add +2.2% 46,347,837 $974.2M
Cohen & Steers, Inc. 1.65% Add +26.3% 42,892,299 $901.6M
FMR LLC 0.03% Add +8.4% 27,712,210 $582.5M
JPMorgan Chase & Co. 0.03% Add +51.9% 21,097,129 $443.5M
Geode Capital Management, LLC 0.03% Add +1.4% 18,679,552 $391.1M
Invesco Ltd. 0.05% Reduce -35.3% 12,894,952 $271.1M
APG Asset Management US Inc. 2.00% No change 12,648,074 $267.9M
Daiwa Securities Group Inc. 0.94% Add +8.3% 12,132,059 $255.0M
Centersquare Investment Management LLC 2.56% Add +30.5% 11,746,912 $246.9M
Canada Pension Plan Investment Board 0.20% Reduce -0.8% 11,102,050 $233.4M
Resolution Capital Ltd 4.41% Reduce -34.1% 10,577,409 $222.3M
Dimensional Fund Advisors LP 0.05% Reduce -1.3% 10,024,484 $210.7M
Charles Schwab Investment Management Inc. 0.04% Add +3.1% 10,021,054 $210.6M
Northern Trust Corp. 0.03% Reduce -6.9% 9,856,764 $207.2M
Amundi 0.06% Reduce -6.7% 8,630,496 $184.9M
Norges Bank 0.02% Reduce -20.6% 8,371,200 $176.0M
Federated Hermes, Inc. 0.33% Add +15.5% 8,369,774 $175.9M
Bank of America Corp. 0.01% Reduce -22.8% 7,442,472 $156.4M
Massachusetts Financial Services Co. 0.05% Reduce -4.6% 7,093,602 $149.1M
Morgan Stanley 0.01% Add +0.6% 6,863,739 $144.3M
Nuveen, LLC 0.04% Reduce -52.4% 6,233,837 $131.0M
Legal & General Group Plc 0.03% Add +3.1% 6,070,808 $127.6M
Bank of New York Mellon Corp 0.02% Add +0.1% 5,770,770 $121.3M
T. Rowe Price Associates Inc. 0.01% Reduce -2.9% 5,565,840 $117.0M
Goldman Sachs Group Inc. 0.01% Reduce -19.3% 3,631,548 $76.3M
Deutsche Bank AG 0.03% Add +14.5% 3,443,266 $72.4M
Russell Investments Group, Ltd. 0.09% Reduce -3.6% 3,260,061 $68.5M
Sei Investments Co. 0.07% Reduce -8.1% 2,903,935 $61.0M
UBS Group AG 0.01% Reduce -15.1% 2,783,967 $58.5M
HSBC Holdings PLC 0.04% Reduce -16.3% 2,749,716 $57.7M
Schroder Investment Management Group 0.05% Reduce -5.8% 2,613,418 $54.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -34.5% 2,397,920 $50.4M
Qube Research & Technologies Ltd 0.07% Add +9.0% 2,316,440 $48.7M
Adelante Capital Management LLC 3.30% Reduce -1.3% 2,134,766 $44.9M
Swiss National Bank 0.03% Add +8.2% 2,057,033 $43.2M
Neuberger Berman Group LLC 0.03% Add +39.2% 1,818,132 $38.2M
CI Investments Inc. 0.14% Add +0.5% 1,774,165 $37.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +8.8% 1,768,920 $37.2M
Balyasny Asset Management L.P. 0.08% New 1,573,495 $33.1M
Millennium Management 0.03% Add +4359.5% 1,544,992 $32.5M
Barclays PLC 0.01% Reduce -3.7% 1,495,767 $31.4M
Rhumbline Advisers 0.03% Add +8.0% 1,490,086 $31.3M
CANADA LIFE ASSURANCE Co 0.05% Add +20.8% 1,463,930 $30.8M
Macquarie Group Ltd. 0.04% Reduce -0.1% 1,364,275 $28.7M
Citigroup Inc. 0.02% Add +14.9% 1,332,221 $28.0M
Douglas Lane & Associates, LLC 0.39% Reduce -4.8% 1,268,382 $26.7M
Asset Management One Co., Ltd. 0.08% Add +1.4% 1,268,264 $26.7M
Alliancebernstein L.P. 0.01% Add +3.9% 1,208,590 $25.4M
California Public Employees Retirement System 0.02% Add +10.4% 1,187,180 $25.0M
Public Employees Retirement System of Ohio 0.08% Add +1.1% 1,186,849 $24.9M
National Bank of Canada 0.03% Add +130.8% 1,182,047 $24.8M
Nomura Asset Management Co. Ltd. 0.07% Add +2.0% 1,173,658 $24.7M
Hudson Bay Capital Management LP 0.18% New 1,143,947 $24.0M
Wellington Management Group LLP 0.00% Reduce -17.5% 1,109,107 $23.3M
Principal Financial Group Inc. 0.01% Reduce -24.6% 1,057,352 $22.2M
California State Teachers Retirement System 0.02% Add +16.4% 1,057,269 $22.2M
Victory Capital Management Inc. 0.01% Add +21.4% 1,024,647 $21.5M
Robeco Institutional Asset Management B.V. 0.03% Add +11.0% 986,548 $20.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +53.5% 982,630 $20.7M
Allianz Asset Management GmbH 0.03% Reduce -16.8% 979,359 $20.6M
Pinebridge Investments, L.P. 0.16% Add +36.8% 974,358 $20.5M
Lord, Abbett & Co. LLC 0.06% Add +0.2% 902,012 $19.0M
AXA S.A. 0.05% Add +4.8% 893,011 $18.8M
BNP Paribas Financial Markets 0.01% Reduce -15.2% 847,692 $17.8M
State of New Jersey Common Pension Fund D 0.07% No change 829,752 $17.4M
Susquehanna Fundamental Investments, LLC 0.46% Reduce -16.6% 812,549 $17.1M
Ameriprise Financial Inc. 0.00% Add +8.3% 844,420 $16.7M
KBC Group NV 0.04% Add +20.3% 757,579 $15.9M
State of Tennessee, Department of Treasury 0.06% Add +6.7% 738,266 $15.5M
1832 Asset Management L.P. 0.03% Reduce -1.5% 719,856 $15.1M
Aberdeen Group plc 0.03% Add +6.8% 729,363 $15.1M
Swedbank AB 0.02% Add +1.0% 695,797 $14.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.10% Add +0.9% 695,453 $14.6M
State Board of Administration of Florida Retirement System 0.03% Add +1.3% 684,972 $14.4M
Caisse de depot et placement du Quebec 0.03% Reduce -29.0% 679,584 $14.3M
Andra AP-fonden 0.20% Add +47.2% 676,500 $14.2M
AEGON ASSET MANAGEMENT UK Plc 0.18% Reduce -8.0% 675,698 $14.2M
Arrowstreet Capital, Limited Partnership 0.01% New 635,475 $13.4M
New York State Teachers Retirement System 0.03% Add +0.0% 628,189 $13.2M
KLP Kapitalforvaltning As 0.06% Reduce -0.5% 625,000 $13.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -50.8% 620,196 $13.0M
Prudential Financial Inc. 0.02% Reduce -58.3% 613,079 $12.9M
Boston Partners 0.01% Reduce -9.0% 602,764 $12.7M
Lighthouse Investment Partners, LLC 0.55% New 600,000 $12.6M
Teacher Retirement System of Texas 0.05% Reduce -4.6% 591,651 $12.4M
State of Wisconsin Investment Board 0.03% Reduce -37.4% 578,011 $12.1M
First Trust Advisors LP 0.01% Add +37.1% 552,429 $11.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +7.4% 538,539 $11.3M
Retirement Systems of Alabama 0.04% Reduce -0.7% 530,218 $11.1M
Aviva PLC 0.02% Add +9.2% 506,787 $10.7M
Duff & Phelps Investment Management Co. 0.12% Reduce -2.1% 470,551 $9.9M
Korea Investment CORP 0.02% Add +31.2% 467,980 $9.8M
AQR Capital Management 0.01% Add +87.6% 466,874 $9.7M
Bank of Montreal 0.00% Reduce -16.6% 460,924 $9.7M
Varma Mutual Pension Insurance Co 0.07% Add +17.1% 455,593 $9.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +113.0% 448,153 $9.4M
Citadel Advisors 0.01% New 447,198 $9.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.9% 442,686 $9.3M
B&I Capital AG 3.08% Reduce -19.2% 430,780 $9.1M
Commonwealth Equity Services, LLC 0.01% Add +207.0% 417,459 $8.8M
Magnetar Financial LLC 0.04% Add +2810.9% 416,055 $8.7M
ING Groep NV 0.05% Reduce -1.0% 415,714 $8.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -15.3% 411,720 $8.7M
Analyst IMS Investment Management Services Ltd. 0.29% Add +58.2% 407,692 $8.6M
Toronto Dominion Bank 0.02% Add +23.8% 405,964 $8.5M
State of Alaska, Department of Revenue 0.09% Add +0.4% 402,974 $8.5M
DekaBank Deutsche Girozentrale 0.01% Add +1.0% 399,716 $8.4M
Worldquant Millennium Advisors LLC 0.04% New 394,565 $8.3M
Generate Investment Management Ltd 0.46% No change 390,981 $8.2M
Grace & White Inc. 1.50% Add +9.6% 384,862 $8.1M
New York State Common Retirement Fund 0.01% No change 384,840 $8.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +3.4% 382,400 $8.0M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.5% 382,070 $8.0M
Thrivent Financial for Lutherans 0.02% Add +37.0% 376,020 $7.9M
D. E. Shaw & Co. 0.01% Reduce -47.9% 372,572 $7.8M
STRS Ohio 0.03% Reduce -25.2% 371,302 $7.8M
Natixis Advisors, LLC 0.01% Reduce -4.7% 367,823 $7.7M
H/2 Credit Manager LP 2.10% No change 357,500 $7.5M
Chevy Chase Trust Holdings, LLC 0.02% Add +0.3% 357,322 $7.5M
Employees Retirement System of Texas 0.07% Add +1.7% 356,607 $7.5M
Masterton Capital Management, LP 4.40% Reduce -65.7% 56,463 $7.3M
Gotham Asset Management 0.04% Add +21.6% 345,081 $7.3M
Royal London Asset Management Ltd. 0.02% Reduce -3.7% 335,105 $7.0M
Susquehanna Portfolio Strategies, LLC 0.15% New 334,936 $7.0M
Pictet Asset Management Holding SA 0.01% Reduce -12.9% 330,709 $7.0M
Van Eck Associates Corp. 0.01% Add +4.1% 324,453 $6.8M
Wells Fargo & Company 0.00% Add +12.7% 322,929 $6.8M
Franklin Resources Inc. 0.00% Add +13.4% 315,574 $6.6M
Bryn Mawr Trust Advisors, LLC 0.36% Add +9.8% 314,360 $6.6M
Danske Bank A/S 0.02% Add +4.4% 313,710 $6.6M
Treasurer of the State of North Carolina 0.02% Add +3.5% 312,132 $6.6M
Nisa Investment Advisors, LLC 0.03% Reduce -10.4% 309,605 $6.5M
Tudor Investment Corporation 0.05% Add +1625.6% 306,660 $6.4M
Storebrand Asset Management As 0.02% Reduce -0.7% 304,892 $6.4M
Capital Research Global Investors 0.00% Add +0.4% 303,941 $6.4M
Pacific Heights Asset Management LLC 0.34% No change 300,000 $6.3M
Vert Asset Management LLC 2.29% Reduce -5.1% 299,794 $6.3M
UniSuper Management Pty Ltd 0.04% Add +1.1% 287,267 $6.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -4.3% 278,178 $5.8M
Squarepoint Ops LLC 0.01% Reduce -14.7% 274,322 $5.8M
Cibc World Markets Corp. 0.04% Reduce -2.3% 265,357 $5.6M
Lasalle Investment Management Securities LLC 0.22% Reduce -83.8% 261,563 $5.5M
Achmea Investment Management B.V. 0.07% No change 259,342 $5.5M
American Century Companies Inc. 0.00% Add +8.3% 257,582 $5.4M
Raymond James Financial Inc. 0.00% Add +118.7% 257,157 $5.4M
Police & Firemen's Retirement System of New Jersey 0.05% Add +6.5% 254,389 $5.3M
tru Independence LLC 1.54% Reduce -0.8% 253,987 $5.3M
NorthCoast Asset Management LLC 0.02% Reduce -1.5% 252,379 $5.3M
Cibc World Market Inc. 0.01% No change 247,800 $5.2M
Cubist Systematic Strategies, LLC 0.06% New 244,461 $5.1M
TD Asset Management Inc 0.00% Add +0.5% 238,523 $5.0M
IFM Investors Pty Ltd 0.05% Reduce -7.3% 236,598 $5.0M
Ensign Peak Advisors, Inc 0.01% Reduce -15.3% 234,718 $4.9M
Royal Bank of Canada 0.00% Reduce -68.6% 232,413 $4.9M
Engineers Gate Manager LP 0.06% Add +448.1% 230,873 $4.9M
Old National Bancorp 0.09% New 230,760 $4.9M
Jane Street Group, LLC 0.01% New 225,010 $4.7M
Marshall Wace, LLP 0.01% Reduce -55.4% 220,276 $4.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +2.8% 218,913 $4.6M
LPL Financial LLC 0.00% Add +22.9% 216,617 $4.6M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -2.3% 211,089 $4.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -2.5% 210,074 $4.4M
Man Group plc 0.01% Add +2.0% 202,635 $4.3M
Envestnet Asset Management Inc. 0.00% Add +21.3% 201,092 $4.2M
ProShare Advisors LLC 0.01% Add +0.9% 198,956 $4.2M
Arizona State Retirement System 0.02% Add +1.9% 198,605 $4.2M
American Trust Investment Advisors, LLC 2.09% Reduce -14.3% 197,075 $4.1M
MetLife Investment Management, LLC 0.02% Reduce -2.1% 191,423 $4.0M
Voya Investment Management LLC 0.00% Reduce -2.8% 189,426 $4.0M
Schaper Benz & Wise Investment Counsel Inc. 0.30% Reduce -1.3% 188,526 $4.0M
Nissay Asset Management Corp. /Japan 0.02% Add +3.6% 186,923 $3.9M
State of Michigan Retirement System 0.02% Reduce -0.2% 183,933 $3.9M
Twin Capital Management Inc. 0.40% Add +1.7% 181,011 $3.8M
Quinn Opportunity Partners LLC 0.32% Add +8.5% 179,581 $3.8M
Czech National Bank 0.03% Add +6.0% 165,359 $3.5M
New York Life Investment Management LLC 0.03% Add +0.0% 162,348 $3.4M
Murphy Pohlad Asset Management LLC 1.42% No change 159,987 $3.4M
Forsta Ap-Fonden 0.02% Reduce -5.8% 154,600 $3.2M
Handelsbanken Fonder AB 0.01% Reduce -20.5% 153,842 $3.2M
HighTower Advisors, LLC 0.00% Reduce -3.8% 152,056 $3.2M
Wilmington Savings Fund Society, FSB 0.06% Add +59.8% 148,612 $3.1M
Twinbeech Capital LP 0.07% New 147,639 $3.1M
Quantinno Capital Management LP 0.01% Add +75.7% 147,353 $3.1M
New Age Alpha Advisors, LLC 0.13% Reduce -28.3% 145,549 $3.1M
Wealthfront Advisers LLC 0.01% Add +4.1% 144,870 $3.0M
Wasatch Advisors LP 0.02% Add +9.1% 143,575 $3.0M
Great Lakes Retirement, Inc. 0.36% Add +142.1% 142,629 $3.0M
Public Sector Pension Investment Board 0.01% Reduce -23.4% 139,208 $2.9M
Kestra Advisory Services, LLC 0.01% Add +5.9% 138,346 $2.9M
Metis Global Partners, LLC 0.07% Add +20.7% 136,425 $2.9M
Baker Ellis Asset Management LLC 0.39% Add +1.0% 135,695 $2.9M
Nilsine Partners, LLC 0.29% Add +5.4% 135,519 $2.8M
Amalgamated Bank 0.02% Reduce -0.9% 130,806 $2.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +623.5% 127,585 $2.7M
Centiva Capital, LP 0.17% Add +298.9% 123,942 $2.6M
Meiji Yasuda Asset Management Co Ltd. 0.13% Reduce -3.5% 121,596 $2.6M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 121,055 $2.5M
US Bancorp \de 0.00% Reduce -1.1% 119,712 $2.5M
Edgestream Partners, L.P. 0.07% Add +0.3% 116,442 $2.4M
Acadian Asset Management LLC 0.01% Reduce -61.6% 115,642 $2.4M
Natixis 0.01% Reduce -19.6% 115,009 $2.4M
HRT Financial LP 0.01% Reduce -26.1% 114,519 $2.4M
Guggenheim Capital LLC 0.02% Add +24.6% 113,368 $2.4M
DNB Asset Management AS 0.01% Reduce -4.6% 113,094 $2.4M
Landscape Capital Management, L.L.C. 0.19% Add +67.6% 113,026 $2.4M
Verition Fund Management LLC 0.01% Add +910.8% 111,327 $2.3M
Oak Thistle LLC 0.34% New 109,449 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.7% 109,335 $2.3M
Utah Retirement Systems 0.02% No change 109,031 $2.3M
OMERS ADMINISTRATION Corp 0.02% No change 107,681 $2.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -17.1% 106,873 $2.2M
National Philanthropic Trust 0.03% No change 106,013 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +2.1% 105,673 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -0.3% 104,632 $2.2M
Xponance LLC 0.02% Add +4.0% 98,785 $2.1M
Swiss Life Asset Management Ltd 0.01% Add +109.6% 98,465 $2.1M
Pathstone Holdings, LLC 0.01% Add +2.6% 97,583 $2.1M
Horizon Investments, LLC 0.03% Add +853.2% 94,613 $2.0M
CIBC Asset Management Inc 0.01% Reduce -8.1% 94,366 $2.0M
Mercer Global Advisors Inc. 0.00% Reduce -0.3% 89,757 $1.9M
Focus Partners Wealth 0.00% Reduce -12.0% 89,581 $1.9M
NEOS Investment Management LLC 0.02% Add +47.7% 88,546 $1.9M
Old Port Advisors 0.51% Reduce -22.1% 88,244 $1.9M
Rafferty Asset Management, LLC 0.01% Add +15.7% 85,737 $1.8M
Mariner, LLC 0.00% Reduce -18.5% 85,611 $1.8M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 84,500 $1.8M
Agf Management Ltd. 0.01% Reduce -18.1% 84,070 $1.8M
Janney Montgomery Scott LLC 0.00% Add +71.4% 83,560 $1.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.14% No change 83,300 $1.8M
M&T Bank Corp 0.01% Add +1.6% 82,262 $1.7M
Wolverine Asset Management LLC 0.12% Add +570.6% 80,677 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +6.2% 80,578 $1.7M
SG Americas Securities, LLC 0.01% Reduce -88.8% 79,367 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -13.7% 78,228 $1.6M
OP Asset Management Ltd 0.02% Add +7.5% 78,056 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -1.8% 77,579 $1.6M
PNC Financial Services Group, Inc. 0.00% Add +10.0% 76,395 $1.6M
Mackenzie Financial Corp. 0.00% Add +4.6% 75,903 $1.6M
Entropy Technologies, LP 0.13% Add +365.6% 75,703 $1.6M
Elo Mutual Pension Insurance Co 0.03% Reduce -10.3% 75,403 $1.6M
Bank of Nova Scotia 0.00% Add +0.1% 75,240 $1.6M
Corient Private Wealth LP 0.00% Add +114.0% 74,633 $1.6M
Janus Henderson Group PLC 0.00% Reduce -3.3% 73,198 $1.5M
Kimelman & Baird, LLC 0.13% No change 73,125 $1.5M
Naples Global Advisors, LLC 0.13% Add +7.4% 73,062 $1.5M
Norinchukin Bank, The 0.02% Add +8.2% 72,734 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +46.0% 70,059 $1.5M
Stifel Financial Corp. 0.00% Reduce -4.3% 69,671 $1.5M
Sterling Capital Management LLC 0.02% Add +12.8% 69,088 $1.5M
Cetera Investment Advisers 0.00% Add +7.2% 67,876 $1.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.0% 66,637 $1.4M
Hilltop National Bank 0.36% — 66,085 $1.4M
Assetmark, Inc. 0.00% Add +7.4% 61,820 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.3% 59,512 $1.3M
Vestcor Inc 0.04% Reduce -64.6% 60,923 $1.3M
Ossiam 0.01% Reduce -88.8% 59,108 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +0.2% 58,435 $1.2M
Exchange Traded Concepts, LLC 0.02% Reduce -2.5% 58,091 $1.2M
Versor Investments LP 0.21% Reduce -43.3% 57,934 $1.2M
Nordea Investment Management AB 0.00% Add +2.9% 58,100 $1.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.13% Reduce -2.7% 57,559 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +195.7% 57,323 $1.2M
Creative Planning 0.00% Add +16.8% 57,117 $1.2M
TD Waterhouse Canada Inc. 0.01% Add +835.7% 56,349 $1.2M
Cascade Investment Advisors, Inc. 0.74% Reduce -3.2% 54,970 $1.2M
Sophron Capital Management L.P. 0.35% Reduce -77.5% 54,795 $1.2M
Pacer Advisors, Inc. 0.00% Add +58.1% 54,621 $1.1M
AlphaQuest LLC 0.11% Add +3763.8% 53,437 $1.1M
Tredje AP-fonden 0.01% No change 52,990 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Add +1.7% 52,890 $1.1M
GMO 0.00% Add +70.3% 52,528 $1.1M
Ethic Inc. 0.02% Add +195.7% 52,597 $1.1M
Avanza Fonder AB 0.03% No change 51,389 $1.1M
Naviter Wealth, LLC 0.13% Add +7.7% 49,690 $1.0M
Trivant Custom Portfolio Group, LLC 0.56% Reduce -0.6% 48,068 $1.0M
Oppenheimer Asset Management Inc. 0.01% Add +36.1% 47,861 $1.0M
Leisure Capital Management 0.37% Reduce -4.8% 47,267 $994K
Mizuho Securities USA LLC 0.02% — 46,757 $983K
First Manhattan Co. Llc. 0.00% Reduce -26.6% 46,628 $980K
Vanderbilt University 0.18% New 46,118 $969K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +18.0% 45,773 $962K
Synovus Financial Corp. 0.01% Add +1.8% 45,592 $958K
New Capital Management LP 0.25% Reduce -25.8% 43,254 $909K
Lebenthal Global Advisors, LLC 0.16% New 41,855 $880K
Concurrent Investment Advisors, LLC 0.02% Add +2.4% 41,523 $873K
Hartford Investment Management Co. 0.03% Reduce -0.8% 41,044 $863K
Cambridge Investment Research Advisors, Inc. 0.00% Add +36.6% 40,712 $856K
Tidal Investments LLC 0.01% Add +26.8% 40,465 $851K
Fifth Third Bancorp 0.00% Add +10.4% 40,239 $846K
Osaic Holdings, Inc. 0.00% Add +140.6% 40,211 $846K
DoubleLine ETF Adviser LP 0.27% Add +1.3% 39,733 $835K
GeoWealth Management, LLC 0.03% Add +7.5% 39,350 $827K
Linscomb Wealth, Inc. 0.04% Reduce -2.6% 39,131 $823K
Cerro Pacific Wealth Advisors LLC 0.22% New 37,945 $798K
Greenwich Wealth Management LLC 0.04% Reduce -3.0% 37,284 $784K
Kentucky Trust Co 0.45% Reduce -3.6% 37,254 $783K
ExodusPoint Capital Management, LP 0.01% New 37,196 $782K
Advisory Services Network, LLC 0.01% New 36,614 $777K
Lecap Asset Management Ltd. 0.27% New 36,967 $777K
Knights of Columbus Asset Advisors LLC 0.05% Reduce -5.0% 36,411 $765K
NTV Asset Management LLC 0.09% Reduce -29.7% 35,935 $755K
Louisiana State Employees Retirement System 0.01% Reduce -2.2% 35,700 $750K
Securian Asset Management, Inc. 0.02% Reduce -1.9% 35,300 $742K
Bank Ozk 0.28% New 35,279 $742K
Sanctuary Advisors, LLC 0.00% Add +41.5% 35,264 $741K
United Capital Financial Advisors, LLC 0.01% Reduce -5.6% 35,228 $740K
Vident Advisory, LLC 0.01% Reduce -53.9% 35,188 $740K
111 Capital 0.13% New 35,095 $738K
National Pension Service 0.00% Add +30.9% 34,961 $735K
Arkadios Wealth Advisors 0.02% Reduce -0.8% 33,593 $706K
Fairtree Asset Management (Pty) Ltd 0.53% No change 33,557 $705K
Gulf International Bank (UK) Ltd 0.02% Reduce -29.0% 33,499 $704K
Prudential PLC 0.00% New 33,393 $702K
Sequoia Financial Advisors, LLC 0.00% New 33,373 $702K
New Mexico Educational Retirement Board 0.02% No change 31,468 $661K
ASR Vermogensbeheer N.V. 0.01% Reduce -0.3% 31,015 $652K
Maryland State Retirement & Pension System 0.01% No change 30,788 $647K
Pensionfund PDN 0.44% No change 30,731 $646K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.6% 30,396 $639K
Cordgrass Capital Advisors, LLC 0.17% New 30,153 $634K
Quadrant Capital Group LLC 0.02% Add +3.6% 29,832 $627K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +16.9% 29,784 $626K
Telos Capital Management, Inc. 0.06% Add +0.4% 29,767 $626K
Sarasin & Partners LLP 0.01% New 29,520 $621K
EPG Wealth Management LLC 0.18% Reduce -0.7% 28,934 $608K
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.6% 28,435 $602K
Kelly Lawrence W & Associates Inc. 0.16% No change 28,350 $596K
Summit Trail Advisors, LLC 0.01% New 27,488 $578K
Values First Advisors, Inc. 0.31% Reduce -0.8% 27,140 $570K
Tower Research Capital LLC (TRC) 0.02% Reduce -54.8% 26,999 $568K
Visionary Horizons, LLC 0.36% Reduce -0.4% 26,729 $562K
Gratus Wealth Advisors, LLC 0.08% New 25,933 $545K
Groupe la Francaise 0.01% New 25,907 $544K
Sherbrooke Park Advisers LLC 0.23% New 25,734 $541K
Spirit of America Management Corp. 0.11% No change 25,569 $537K
Bayesian Capital Management, LP 0.08% Add +109.2% 25,100 $528K
NJ State Employees Deferred Compensation Plan 0.06% No change 25,000 $526K
Rockefeller Capital Management L.P. 0.00% Add +14.8% 24,633 $518K
Steph & Co. 0.17% Reduce -1.1% 24,619 $517K
E. Ohman J:or Asset Management AB 0.01% Reduce -13.4% 24,600 $517K
NewEdge Advisors, LLC 0.00% Add +3.3% 23,881 $502K
Coldstream Capital Management Inc. 0.01% Add +2.0% 23,468 $493K
Boothbay Fund Management, LLC 0.02% Reduce -94.0% 22,738 $478K
Ceeto Capital Group, LLC 0.16% New 22,500 $473K
GC Wealth Management RIA, LLC 0.04% Add +46.4% 22,479 $473K
Point72 (DIFC) Ltd 0.04% New 22,376 $470K
Adell Harriman & Carpenter Inc. 0.03% No change 22,084 $464K
MML Investors Services, LLC 0.00% Add +11.2% 21,743 $457K
Cerity Partners LLC 0.00% Reduce -9.0% 21,727 $457K
Machina Capital S.A.S. 0.09% New 21,666 $455K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 21,581 $454K
Private Management Group Inc. 0.01% No change 21,425 $450K
Beacon Investment Advisors LLC 0.19% Add +0.5% 21,301 $446K
Legacy Capital Group California, Inc. 0.12% Reduce -18.5% 21,036 $442K
Meiji Yasuda Life Insurance Co 0.01% Reduce -8.9% 20,593 $433K
Generali Asset Management SPA SGR 0.01% No change 20,512 $431K
Bessemer Group Inc. 0.00% Reduce -11.6% 20,345 $428K
Carnegie Investment Counsel 0.01% New 19,897 $418K
Captrust Financial Advisors 0.00% Reduce -1.7% 19,532 $411K
Intech Investment Management LLC 0.00% Reduce -3.6% 19,354 $407K
Praxis Investment Management Inc. 0.03% Reduce -18.2% 19,170 $403K
Prelude Capital Management, LLC 0.04% New 18,923 $398K
Manske Wealth Management 0.13% Add +2.3% 18,739 $394K
Y.D. More Investments Ltd 0.03% Add +1.1% 18,525 $389K
DRW Securities, LLC 0.03% New 17,960 $378K
Choreo, LLC 0.01% New 17,775 $374K
Jump Financial, LLC 0.00% Add +15.2% 17,532 $369K
Lido Advisors, LLC 0.00% Add +0.8% 17,480 $367K
B. Metzler seel. Sohn & Co. AG 0.00% Add +9.2% 17,160 $361K
Jeppson Wealth Management, LLC 0.12% Add +1.2% 17,132 $360K
Vinva Investment Management Ltd 0.01% New 17,177 $360K
American State Bank (Iowa) 0.20% Reduce -0.6% 17,100 $359K
Nicholas Hoffman & Company, LLC. 0.01% No change 16,950 $356K
Avantax Advisory Services, Inc. 0.00% Add +28.1% 16,950 $356K
D.A. Davidson & Co. 0.00% Add +71.0% 16,810 $353K
Investment Management Corp of Ontario 0.01% Reduce -12.6% 16,662 $350K
Meeder Advisory Services, Inc. 0.02% Add +1.5% 16,653 $350K
Pensionfund Sabic 0.10% No change 16,295 $343K
Schulhoff & Co. Inc. 0.15% Add +8.3% 16,303 $343K
Caxton Associates LLP 0.01% No change 16,115 $339K
Checchi Capital Advisers, LLC 0.02% Reduce -1.6% 16,040 $337K
Campbell & CO Investment Adviser LLC 0.02% New 15,781 $332K
Quantbot Technologies LP 0.01% New 15,748 $331K
Truist Financial Corp. 0.00% Add +31.1% 15,529 $326K
Ostrum Asset Management 0.02% Reduce -2.8% 15,320 $322K
FORA Capital, LLC 0.04% New 15,298 $322K
Cwm, LLC 0.00% Add +13.7% 15,035 $316K
Mufg Securities Americas Inc. 0.03% Add +24.6% 14,993 $315K
Cornercap Investment Counsel Inc. 0.16% Reduce -2.4% 14,950 $314K
Tobias Financial Advisors, Inc. 0.05% Add +0.7% 14,890 $313K
Joel Isaacson & Co., LLC 0.01% Add +1.5% 14,612 $307K
QRG Capital Management, Inc. 0.00% Reduce -1.4% 14,584 $307K
Fox Run Management, L.L.C. 0.05% Reduce -53.6% 14,338 $301K
J.W. Cole Advisors, Inc. 0.01% Add +2.2% 14,122 $297K
Global Assets Advisory, LLC 0.11% Reduce -53.2% 13,742 $291K
PFG Investments, LLC 0.02% Reduce -2.6% 13,792 $290K
Counterweight Ventures, LLC 0.19% No change 13,728 $289K
Ibex Wealth Advisors 0.03% Add +3.1% 13,521 $284K
AlphaStar Capital Management, LLC 0.02% Reduce -36.9% 13,502 $284K
Beacon Bank & Trust 0.06% Add +1.0% 13,340 $280K
Ritholtz Wealth Management 0.01% Add +3.2% 12,777 $269K
Keybank National Association 0.00% Reduce -0.3% 12,659 $266K
Allstate Corp. 0.02% Reduce -74.9% 12,625 $265K
MBB Public Markets I LLC 0.03% Reduce -18.4% 12,416 $261K
Coppell Advisory Solutions LLC 0.03% New 12,393 $259K
Compound Planning, Inc. 0.01% Reduce -16.9% 12,260 $258K
Pitcairn Co. 0.02% Reduce -17.8% 12,030 $253K
GF Fund Management Co. LTD. 0.01% Reduce -6.1% 11,985 $252K
Kestra Private Wealth Services, LLC 0.00% New 11,934 $251K
Bleakley Financial Group, LLC 0.01% Add +12.6% 11,832 $249K
Commerce Bank 0.00% Add +3.0% 11,829 $249K
Paragon Private Wealth Management, LLC 0.10% New 11,522 $242K
Apollon Wealth Management, LLC 0.00% Reduce -26.0% 11,269 $237K
Mezzasalma Advisors, LLC 0.07% No change 11,209 $236K
Yoffe Investment Management, LLC 0.31% Add +0.1% 10,883 $229K
V-Square Quantitative Management LLC 0.03% Reduce -5.3% 10,866 $228K
Patton Fund Management, Inc. 0.05% New 10,824 $228K
Sunbelt Securities, Inc. 0.02% Add +2.8% 9,654 $226K
EP Wealth Advisors, LLC 0.00% Add +6.8% 10,609 $223K
Cetera Trust Company, N.A 0.13% Add +2.9% 10,465 $220K
Little House Capital LLC 0.05% No change 10,350 $218K
Composition Wealth, LLC 0.00% New 10,286 $216K
Neo Ivy Capital Management 0.07% New 10,275 $216K
Scientech Research LLC 0.05% New 10,194 $214K
Northwestern Mutual Wealth Management Co. 0.00% Add +72.0% 10,077 $212K
Leo Wealth, LLC 0.02% New 10,074 $212K
RB Capital Management, LLC 0.05% Reduce -2.3% 10,066 $212K
Graham Capital Management, L.P. 0.01% New 9,981 $210K
Panagora Asset Management Inc. 0.00% Reduce -0.3% 9,950 $209K
Farther Finance Advisors, LLC 0.00% Add +47.0% 9,916 $208K
Inscription Capital, LLC 0.03% Reduce -50.7% 9,856 $207K
Argus Investors' Counsel, Inc. 0.14% New 9,590 $202K
Quarry LP 0.05% New 9,432 $198K
Siemens Fonds Invest GmbH 0.01% Add +23.5% 9,369 $197K
Signaturefd, LLC 0.00% Add +8.8% 9,107 $191K
FIL Ltd 0.00% Reduce -33.9% 8,722 $183K
Canada Post Corp Registered Pension Plan 0.01% New 8,631 $181K
Shell Asset Management Co. 0.01% Reduce -17.7% 8,329 $175K
Virtus Investment Advisers, LLC 0.06% Add +28.3% 8,213 $173K
CIBC Private Wealth Group LLC 0.00% Reduce -3.9% 7,541 $159K
Logan Capital Management Inc. 0.01% No change 7,375 $155K
Centaurus Financial, Inc. 0.01% Reduce -3.9% 6,480 $136K
Ameritas Investment Partners, Inc. 0.00% Reduce -7.3% 6,385 $134K
Proffitt & Goodson Inc. 0.02% No change 5,796 $122K
Walleye Trading LLC 0.00% New 5,213 $110K
Caldwell Trust Co 0.01% Add +1055.0% 5,082 $107K
EverSource Wealth Advisors, LLC 0.00% Add +30.0% 5,069 $107K
Pinnacle Bancorp, Inc. 0.03% Add +40.0% 5,015 $105K
CoreCap Advisors, LLC 0.00% Reduce -0.3% 4,794 $101K
Parallel Advisors, LLC 0.00% Add +47.8% 4,656 $98K
Cullen/Frost Bankers, Inc. 0.00% No change 4,642 $98K
Citizens National Bank Trust Department 0.02% Reduce -1.3% 4,600 $97K
Simplex Trading, LLC 0.00% New 4,605 $96K
Jones Financial Companies LLLP 0.00% Add +22.6% 4,221 $88K
City State Bank 0.03% Reduce -0.6% 4,118 $87K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 3,855 $81K
Point72 Hong Kong Ltd 0.01% New 3,631 $76K
Catalyst Capital Advisors LLC 0.00% New 3,627 $76K
Penserra Capital Management LLC 0.00% Add +13.1% 3,588 $75K
Allworth Financial LP 0.00% Add +6.6% 3,518 $74K
NBT Bank, N.A. 0.01% No change 3,500 $74K
UMB Bank, n.a. 0.00% Add +1.9% 3,456 $73K
CoreFirst Bank & Trust 0.04% New 3,255 $68K
TD Private Client Wealth LLC 0.00% Add +1.9% 2,536 $53K
Brown Brothers Harriman & Co. 0.00% Add +49.0% 2,457 $52K
Sentry Investment Management LLC 0.03% No change 2,330 $49K
Gen-Wealth Partners Inc 0.02% No change 2,275 $48K
MAI Capital Management 0.00% Add +2.4% 2,243 $47K
Founders Capital Management 0.03% No change 2,224 $47K
Huntington National Bank 0.00% Add +21.2% 2,124 $45K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 2,100 $44K
MUFG Securities EMEA plc 0.00% New 2,002 $42K
Brooklyn Investment Group 0.01% Add +15.1% 1,987 $42K
St Germain D J Co. Inc. 0.00% Add +160.7% 1,955 $41K
Parkside Financial Bank & Trust 0.00% Add +23.9% 1,871 $39K
CYBER HORNET ETFs LLC 0.03% New 1,762 $37K
Physician Wealth Advisors, Inc. 0.01% No change 1,741 $37K
Global Retirement Partners, LLC 0.00% — 1,726 $36K
Kestra Investment Management, LLC 0.00% Reduce -2.1% 1,667 $35K
Smartleaf Asset Management LLC 0.00% Add +4.5% 1,635 $34K
Pacific Center for Financial Services 0.01% No change 1,626 $34K
Creative Financial Designs Inc. 0.00% Reduce -2.7% 1,616 $34K
Cromwell Holdings LLC 0.02% Add +20.4% 1,561 $33K
Steward Partners Investment Advisory, LLC 0.00% Reduce -22.6% 1,529 $32K
Versant Capital Management, Inc 0.00% Add +335.4% 1,502 $32K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,492 $31K
Principal Securities, Inc. 0.00% Reduce -13.8% 1,490 $31K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 1,405 $30K
IFP Advisors, Inc 0.00% Reduce -6.7% 1,269 $29K
Keystone Global Partners, LLC 0.02% No change 1,392 $29K
Trust Co. of Toledo NA 0.00% New 1,267 $27K
Clearstead Advisors, LLC 0.00% Add +88.1% 1,140 $24K
Costello Asset Management, INC 0.01% Reduce -0.8% 1,093 $23K
Beacon Capital Management, LLC 0.00% Add +1.1% 1,055 $22K
Parvin Asset Management, LLC 0.02% New 1,017 $21K
Grove Bank & Trust 0.00% Add +5.3% 1,014 $21K
Bogart Wealth, LLC 0.00% Reduce -2.3% 1,000 $21K
Rothschild Investment LLC 0.00% Add +3.0% 952 $20K
Dynamic Wealth Strategies, LLC 0.01% Reduce -49.0% 904 $19K
Tompkins Financial Corp. 0.00% No change 900 $19K
Tobam 0.01% New 840 $18K
Bayforest Capital Ltd 0.01% New 839 $18K
Group One Trading LLC 0.00% New 816 $17K
Deseret Mutual Benefit Administrators 0.01% No change 811 $17K
Leonteq Securities AG 0.00% Reduce -23.0% 800 $17K
Eastern Bank 0.00% No change 791 $17K
Blue Trust, Inc. 0.00% Add +2.6% 738 $16K
Arcadia Investment Management Corp. 0.00% No change 725 $15K
Elevation Point Wealth Partners, LLC 0.00% New 711 $15K
Bokf, NA 0.00% No change 704 $15K
CENTRAL TRUST Co 0.00% No change 700 $15K
Covestor Ltd 0.01% Reduce -2.5% 670 $14K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -51.3% 665 $14K
Brown, Lisle/Cummings, Inc. 0.00% No change 660 $14K
Meeder Asset Management Inc. 0.00% Add +133.0% 650 $14K
Delta Asset Management LLC 0.00% No change 633 $13K
AdvisorNet Financial, Inc 0.00% Add +3.3% 625 $13K
Beaird Harris Wealth Management, LLC 0.00% Reduce -26.7% 604 $13K
Elevation Wealth Partners, LLC 0.01% No change 600 $13K
Ameritas Advisory Services, LLC 0.00% New 586 $12K
Capital Advisors, Ltd. LLC 0.00% Reduce -1.4% 574 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 562 $12K
CVA Family Office, LLC 0.00% No change 535 $11K
Arax Advisory Partners 0.00% New 518 $11K
Golden State Wealth Management, LLC 0.00% No change 513 $11K
Sierra Ocean, LLC 0.01% No change 497 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 459 $10K
NewSquare Capital LLC 0.00% New 457 $10K
Summit Securities Group LLC 0.00% New 456 $10K
Sound Income Strategies, LLC 0.00% Add +2.3% 450 $9K
CX Institutional 0.00% No change 426 $9K
Farmers & Merchants Investments Inc. 0.00% No change 425 $9K
Financial Management Professionals, Inc. 0.00% No change 419 $9K
North Ridge Wealth Advisors, Inc. 0.01% No change 400 $8K
Tortoise Investment Management, LLC 0.00% Add +13.6% 359 $8K
Hoertkorn Richard Charles 0.00% Reduce -36.2% 353 $7K
Avion Wealth 0.00% Reduce -0.8% 354 $7K
GW&K Investment Management, LLC 0.00% No change 334 $7K
Zions Bancorporation, National Association 0.00% Add +356.3% 324 $7K
HM Payson & Co. 0.00% No change 316 $7K
Blume Capital Management, Inc. 0.00% No change 300 $6K
Westside Investment Management, Inc. 0.00% New 295 $6K
Geneos Wealth Management Inc. 0.00% Reduce -90.2% 281 $6K
Glen Eagle Advisors, LLC 0.00% No change 270 $6K
Private Wealth Management Group, LLC 0.00% No change 262 $6K
Whipplewood Advisors, LLC 0.00% Reduce -55.6% 260 $5K
Montag A & Associates Inc. 0.00% No change 250 $5K
Harbor Investment Advisory, LLC 0.00% No change 242 $5K
MV Capital Management, Inc. 0.00% Reduce -8.0% 229 $5K
Dogwood Wealth Management LLC 0.00% New 223 $5K
Sachetta, LLC 0.00% Add +41.9% 220 $5K
Optimum Investment Advisors 0.00% No change 200 $4K
Lavaca Capital LLC 0.00% No change 200 $4K
Bruce G. Allen Investments, LLC 0.00% No change 196 $4K
Hemington Wealth Management 0.00% Reduce -28.1% 192 $4K
Hantz Financial Services, Inc. 0.00% Add +1242.9% 188 $4K
Activest Wealth Management 0.00% Add +721.7% 189 $4K
SouthState Bank Corp 0.00% Reduce -19.2% 189 $4K
GHP Investment Advisors, Inc. 0.00% No change 188 $4K
Abound Wealth Management 0.00% No change 175 $4K
DT Investment Partners, LLC 0.00% No change 166 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 166 $3K
Thompson Investment Management, Inc. 0.00% No change 150 $3K
Howard Hughes Medical Institute 0.00% New 146 $3K
Spire Wealth Management 0.00% Add +27.0% 127 $3K
Larson Financial Group LLC 0.00% Reduce -56.8% 120 $3K
LRI Investments, LLC 0.00% No change 97 $2K
Rialto Wealth Management, LLC 0.00% Reduce -8.6% 96 $2K
Oliver Lagore Vanvalin Investment Group 0.00% — 74 $2K
Cornerstone Planning Group LLC 0.00% Add +106.1% 68 $1K
Miller Wealth Advisors, LLC 0.00% No change 56 $1K
Whittier Trust Co. of Nevada Inc. 0.00% Add +292.9% 55 $1K
Dunhill Financial, LLC 0.00% Reduce -45.9% 53 $1K
Clearstead Trust, LLC 0.00% Reduce -71.7% 52 $1K
Raffa Wealth Management, LLC 0.00% No change 52 $1K
Private Trust Co. NA 0.00% Add +15.6% 52 $1K
Strengthening Families & Communities, LLC 0.00% Add +75.9% 51 $1K
Hughes Financial Services, LLC 0.00% New 50 $1K
Albion Financial Group 0.00% No change 47 $988
ORG Partners LLC 0.00% New 46 $971
TFC Financial Management, Inc. 0.00% Add +7.3% 44 $925
Rise Advisors, LLC 0.00% No change 40 $841
True Wealth Design, LLC 0.00% New 38 $799
Kilter Group LLC 0.00% New 35 $736
American Capital Advisory, LLC 0.00% New 34 $715
Clark Wealth Partners 0.00% Add +6.5% 33 $694
Stephens Consulting, LLC 0.00% New 32 $673
Bell Investment Advisors, Inc 0.00% No change 31 $652
Principia Wealth Advisory, LLC 0.00% Add +115.4% 28 $589
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -93.1% 26 $546
Redwood Park Advisors LLC 0.00% No change 24 $505
Harbour Investments, Inc. 0.00% Reduce -85.2% 23 $483
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 22 $462
Aspect Partners, LLC 0.00% Add +23.5% 21 $441
Nvwm, LLC 0.00% Reduce -20.0% 20 $420
Essential Partners LLC 0.00% — 18 $378
Atlas Capital Advisors Inc. 0.00% No change 17 $357
SOA Wealth Advisors, LLC. 0.00% No change 15 $324
WealthTrak Capital Management LLC 0.00% Reduce -50.0% 15 $316
Quaker Wealth Management, LLC 0.00% — 15 $316
Parkworth Wealth Management, Inc. 0.00% New 13 $273
Colonial Trust Co / SC 0.00% Add +18.2% 13 $273
Caitong International Asset Management Co., Ltd 0.00% Reduce -10.0% 9 $189
High Note Wealth, LLC 0.00% No change 6 $126
Bartlett & Co. Wealth Management LLC 0.00% New 6 $126

"% of holder's portfolio" is KIM's weight in each manager's 13F, not the share of Kimco Realty Corp. the manager owns.