Annaly Capital ManagementNLY

13F holders, Q4 2024 (December 31)
626holders +12
66new positions
78sold out
5famous investors
$18.34avg. 13F price*

At the end of Q4 2024, 626 institutions reported holding Annaly Capital Management Inc. (NLY) in their 13F filings, up 12 from Q3 2024. 66 opened new positions and 78 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($1.0B) and T. Rowe Price Associates Inc. ($630.0M). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Annaly Capital Management Inc.
CUSIP
035710839
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 570Q1 2024Q2 2024: 597Q2 2024Q3 2024: 614Q3 2024Q4 2024: 626Q4 2024Q1 2025: 650Q1 2025Q2 2025: 657Q2 2025Q3 2025: 688Q3 2025Q4 2025: 765Q4 2025Q1 2026: 775Q1 2026Q2 2026: 789Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions66$88.1M
Exits78$92.4M

All 13F filers, Q3 2024 → Q4 2024: 52,233,667 shares bought and 15,710,693 shares sold, net +36,522,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 626 holders

BlackRock, Inc. 0.02% Add +11.3% 62,778,382 $1.1B
Vanguard Group Inc. 0.02% Add +12.0% 54,721,696 $1.0B
T. Rowe Price Associates Inc. 0.07% Add +31.6% 34,426,571 $630.0M
State Street Corp. 0.01% Add +11.6% 19,423,332 $368.1M
Allspring Global Investments Holdings, LLC 0.53% Add +0.6% 18,099,719 $332.7M
Geode Capital Management, LLC 0.01% Add +9.4% 9,453,133 $172.7M
Northern Trust Corp. 0.02% Add +90.6% 7,587,581 $138.9M
Norges Bank 0.02% Add +10.7% 6,961,567 $127.4M
D. E. Shaw & Co. 0.11% Add +183.7% 5,241,420 $95.9M
KBC Group NV 0.26% Add +238.9% 5,198,020 $95.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +18.3% 4,711,288 $86.2M
Balyasny Asset Management L.P. 0.18% Reduce -28.4% 4,130,390 $75.6M
Bank of New York Mellon Corp 0.01% Add +8.8% 4,040,958 $73.9M
Morgan Stanley 0.01% Add +14.1% 4,004,441 $73.3M
Charles Schwab Investment Management Inc. 0.01% Add +12.2% 3,612,278 $66.1M
Brandywine Global Investment Management, LLC 0.46% Add +2.1% 3,447,037 $63.1M
UBS Group AG 0.01% Add +86.4% 3,025,493 $55.4M
LSV Asset Management 0.11% No change 2,526,236 $46.2M
Legal & General Group Plc 0.01% Reduce -3.3% 2,370,714 $43.4M
Invesco Ltd. 0.01% Add +32.6% 2,364,385 $43.3M
JPMorgan Chase & Co. 0.00% Reduce -24.2% 2,316,776 $42.4M
Van Eck Associates Corp. 0.04% Reduce -5.1% 1,815,645 $33.2M
Nuveen Asset Management, LLC 0.01% Add +28.6% 1,799,840 $32.9M
Victory Capital Management Inc. 0.03% Reduce -15.8% 1,686,251 $30.9M
Rhumbline Advisers 0.03% Add +11.3% 1,595,210 $29.2M
Swiss National Bank 0.02% Add +2.6% 1,520,400 $27.8M
Bank of America Corp. 0.00% Reduce -25.0% 1,320,477 $24.2M
Principal Financial Group Inc. 0.01% Add +10.8% 1,285,034 $23.5M
Wellington Management Group LLP 0.00% Add +135.6% 1,265,432 $23.2M
Sei Investments Co. 0.03% Add +11.4% 1,244,074 $22.8M
Russell Investments Group, Ltd. 0.03% Add +7.6% 1,201,085 $22.0M
Deutsche Bank AG 0.01% Add +9.3% 1,096,163 $20.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +10.3% 1,071,513 $19.6M
Cetera Investment Advisers 0.04% Add +2.5% 1,043,412 $19.1M
Royal Bank of Canada 0.00% Add +18.6% 1,042,238 $19.1M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 1,021,367 $18.7M
Wells Fargo & Company 0.00% Add +10.2% 1,008,595 $18.5M
California State Teachers Retirement System 0.02% Add +18.6% 980,636 $17.9M
Retirement Systems of Alabama 0.06% Add +8.8% 903,530 $16.5M
Alliancebernstein L.P. 0.01% Add +9.3% 902,888 $16.5M
Adage Capital Partners Gp, L.L.C. 0.03% Add +110.2% 900,000 $16.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +4.8% 849,061 $15.5M
Algebris (uk) Ltd. 4.07% Add +14.2% 831,453 $14.7M
California Public Employees Retirement System 0.01% Reduce -3.4% 802,027 $14.7M
Ascentis Wealth Management, LLC 5.07% Add +5113.5% 788,336 $14.4M
Amundi 0.01% Add +8.6% 775,360 $14.4M
Clarity Financial LLC 1.55% Add +112.2% 707,130 $12.9M
Raymond James Financial Inc. 0.00% — 692,663 $12.7M
LPL Financial LLC 0.01% Reduce -2.6% 688,385 $12.6M
Swedbank AB 0.02% Add +4.8% 681,411 $12.5M
Susquehanna International Group, LLP 0.02% Add +136.5% 664,257 $12.2M
Corebridge Financial, Inc. 0.06% Add +7.1% 634,275 $11.6M
Osaic Holdings, Inc. 0.03% Add +14.0% 617,384 $11.3M
Allianz Asset Management GmbH 0.02% Add +0.2% 610,584 $11.2M
Barclays PLC 0.01% Reduce -2.5% 583,934 $10.7M
PGGM Investments 0.14% Add +6.0% 572,828 $10.5M
Millennium Management 0.01% Reduce -82.1% 508,852 $9.3M
Storebrand Asset Management As 0.03% Reduce -31.2% 503,869 $9.2M
BNP Paribas Financial Markets 0.01% New 493,024 $9.0M
Envestnet Asset Management Inc. 0.00% Add +20.7% 484,043 $8.9M
Lighthouse Investment Partners, LLC 0.34% New 483,231 $8.8M
Manufacturers Life Insurance Company, The 0.01% Add +9.8% 459,935 $8.4M
Mediolanum International Funds Ltd 0.11% New 437,754 $8.2M
New York State Teachers Retirement System 0.02% Add +0.8% 429,975 $7.9M
Dupree Financial Group, LLC 3.61% Reduce -0.5% 405,566 $7.4M
Royal London Asset Management Ltd. 0.02% Add +57.0% 404,840 $7.4M
State Board of Administration of Florida Retirement System 0.01% Add +7.2% 399,319 $7.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +17.9% 383,646 $7.3M
Almitas Capital LLC 1.57% New 390,718 $7.2M
Commonwealth Equity Services, LLC 0.01% Add +6.6% 376,720 $6.9M
SG Americas Securities, LLC 0.03% Add +38.4% 367,234 $6.7M
HSBC Holdings PLC 0.00% Add +5.0% 367,057 $6.7M
Stifel Financial Corp. 0.01% Add +19.6% 363,552 $6.7M
Advisors Asset Management, Inc. 0.12% Reduce -21.9% 351,332 $6.4M
Columbus Macro, LLC 0.87% New 344,635 $6.3M
New York State Common Retirement Fund 0.01% Add +3.0% 341,784 $6.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +9.0% 338,949 $6.2M
QRG Capital Management, Inc. 0.06% Add +2.3% 334,780 $6.1M
Aviva PLC 0.02% Add +1622.9% 323,521 $5.9M
Neuberger Berman Group LLC 0.00% Add +37.2% 318,565 $5.8M
Icon Advisers Inc. 1.33% New 317,277 $5.8M
D.A. Davidson & Co. 0.05% Reduce -0.2% 316,800 $5.8M
MetLife Investment Management, LLC 0.03% Add +22.0% 315,988 $5.8M
Goldman Sachs Group Inc. 0.00% Reduce -18.3% 312,833 $5.7M
Mutual of America Capital Management LLC 0.06% Add +9.3% 296,105 $5.4M
State of Wisconsin Investment Board 0.01% Add +4.3% 294,832 $5.4M
Korea Investment CORP 0.01% Add +47.8% 288,982 $5.3M
Pictet Asset Management Holding SA 0.01% Add +9.2% 281,974 $5.2M
Ibex Wealth Advisors 0.61% Add +952.1% 281,154 $5.1M
Stratos Wealth Advisors, LLC 0.24% Add +93.2% 275,559 $5.0M
Forsta Ap-Fonden 0.04% Reduce -20.9% 274,500 $5.0M
Danske Bank A/S 0.01% Add +8.4% 273,737 $5.0M
APG Asset Management N.V. 0.01% New 277,800 $4.9M
Citigroup Inc. 0.00% Reduce -59.1% 266,769 $4.9M
Amalgamated Bank 0.04% Add +11.3% 265,792 $4.9M
Kestra Advisory Services, LLC 0.03% Add +738.7% 265,344 $4.9M
Mount Lucas Management LP 1.67% No change 262,000 $4.8M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +1.1% 260,288 $4.8M
Thrivent Financial for Lutherans 0.01% Reduce -7.9% 258,310 $4.7M
Treasurer of the State of North Carolina 0.02% Add +12.7% 246,461 $4.5M
Mercer Global Advisors Inc. 0.01% New 243,086 $4.4M
Sequoia Financial Advisors, LLC 0.04% Add +20.8% 238,637 $4.4M
Schroder Investment Management Group 0.00% Add +0.0% 236,071 $4.3M
Yousif Capital Management, LLC 0.04% Add +7.2% 220,404 $4.0M
Asset Management One Co., Ltd. 0.01% Add +13.4% 210,119 $4.0M
Acadian Asset Management LLC 0.01% New 216,405 $4.0M
AMF Tjanstepension AB 0.03% Reduce -74.7% 203,187 $3.8M
Rock Point Advisors, LLC 1.10% Add +2.9% 205,918 $3.8M
Police & Firemen's Retirement System of New Jersey 0.04% — 205,695 $3.8M
State of Tennessee, Department of Treasury 0.01% Reduce -2.7% 204,983 $3.8M
Mn Services Vermogensbeheer B.V. 0.02% No change 197,175 $3.6M
Comerica Bank 0.01% Add +5.3% 196,546 $3.6M
Nisa Investment Advisors, LLC 0.01% Add +4.9% 186,470 $3.5M
Public Employees Retirement System of Ohio 0.01% New 192,547 $3.5M
Baird Financial Group, Inc. 0.01% Add +2.7% 188,380 $3.4M
Cibc World Markets Corp. 0.02% Add +16.3% 187,911 $3.4M
Franklin Resources Inc. 0.00% Add +102.5% 186,329 $3.4M
Ensign Peak Advisors, Inc 0.01% Add +6.5% 185,686 $3.4M
Dana Investment Advisors, Inc. 0.11% Add +1.3% 184,700 $3.4M
IFM Investors Pty Ltd 0.03% Add +38.7% 183,309 $3.4M
Key Client Fiduciary Advisors, LLC 1.50% Add +17.5% 182,809 $3.3M
Penn Mutual Asset Management 8.41% No change 177,588 $3.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -27.2% 177,523 $3.2M
Employees Retirement System of Texas 0.03% No change 174,410 $3.2M
Advisory Services Network, LLC 0.06% Add +27.4% 173,804 $3.2M
Lansforsakringar Fondforvaltning AB (publ) 0.01% — 172,449 $3.2M
State of New Jersey Common Pension Fund D 0.01% No change 162,798 $3.0M
Pinebridge Investments, L.P. 0.02% Add +42.7% 157,472 $2.9M
Compass Financial Group, INC 0.55% Add +0.5% 157,377 $2.9M
Swiss Life Asset Management Ltd 0.02% Add +38.8% 157,323 $2.9M
Arizona State Retirement System 0.02% Add +9.0% 156,325 $2.9M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -4.7% 155,753 $2.9M
Louisiana State Employees Retirement System 0.05% Add +12.0% 155,600 $2.8M
Nomura Asset Management Co. Ltd. 0.01% Reduce -4.2% 155,292 $2.8M
Janney Montgomery Scott LLC 0.01% Add +13.7% 153,738 $2.8M
KLP Kapitalforvaltning As 0.01% — 149,084 $2.8M
PL Capital Advisors, LLC 0.95% No change 152,603 $2.8M
Handelsbanken Fonder AB 0.01% Add +21.4% 150,600 $2.8M
Generali Asset Management SPA SGR 0.07% — 149,716 $2.7M
Aberdeen Group plc 0.01% Reduce -11.2% 150,057 $2.7M
LBP Am SA 0.04% Reduce -57.3% 148,320 $2.7M
TD Asset Management Inc 0.00% Add +25.3% 148,267 $2.7M
State of Michigan Retirement System 0.01% Add +11.1% 146,631 $2.7M
Meritage Portfolio Management 0.16% Reduce -5.4% 143,466 $2.6M
Waverly Advisors, LLC 0.04% New 140,466 $2.6M
Alaska Permanent Fund Corp 0.04% No change 140,296 $2.6M
Nicholas Investment Partners, LP 0.25% Reduce -56.4% 140,135 $2.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +87.9% 139,796 $2.6M
Tudor Investment Corporation 0.03% New 139,590 $2.6M
Nomura Holdings Inc. 0.01% Add +170.3% 138,621 $2.5M
Candriam S.C.A. 0.01% Add +18.1% 136,146 $2.5M
First Trust Advisors LP 0.00% Reduce -35.8% 135,489 $2.5M
GraniteShares Advisors LLC 1.56% New 134,929 $2.5M
Pacer Advisors, Inc. 0.01% Add +2.5% 131,679 $2.4M
Atria Wealth Solutions, Inc. 0.03% Add +2.3% 130,229 $2.4M
HighTower Advisors, LLC 0.00% Add +87.3% 130,874 $2.4M
Inceptionr LLC 0.53% New 130,157 $2.4M
STRS Ohio 0.01% Add +30.5% 129,233 $2.4M
Fortem Financial Group, LLC 0.91% Add +2.6% 128,406 $2.3M
Mackenzie Financial Corp. 0.00% Add +56.5% 127,358 $2.3M
Bell Bank 0.17% Add +21.8% 127,093 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +12.1% 124,581 $2.3M
FMR LLC 0.00% Add +40.7% 124,409 $2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +12.1% 123,799 $2.3M
PFG Investments, LLC 0.14% Add +12.6% 120,505 $2.2M
New Mexico Educational Retirement Board 0.07% Add +10.1% 115,325 $2.1M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +4.7% 112,339 $2.1M
Oregon Public Employees Retirement Fund 0.04% Add +12.4% 114,102 $2.1M
Ameritas Investment Partners, Inc. 0.07% Add +9.2% 112,275 $2.1M
Mariner, LLC 0.00% Reduce -14.2% 111,094 $2.0M
Virtu Financial LLC 0.11% Add +152.3% 110,505 $2.0M
Xponance LLC 0.02% Add +20.6% 110,115 $2.0M
Investment Management Corp of Ontario 0.07% Add +556.9% 109,310 $2.0M
Rothschild Investment LLC 0.13% Reduce -26.2% 108,790 $2.0M
Smith Asset Management Co., LLC 1.91% — 106,908 $2.0M
Cibc World Market Inc. 0.00% New 106,131 $1.9M
AXS Investments LLC 0.53% Reduce -6.0% 103,994 $1.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +23.4% 103,063 $1.9M
Private Advisor Group, LLC 0.01% Reduce -10.8% 101,872 $1.9M
Evoke Wealth, LLC 0.05% Reduce -48.1% 96,535 $1.8M
Angel Oak Capital Advisors, LLC 2.43% — 99,833 $1.8M
DNB Asset Management AS 0.01% Reduce -1.2% 98,523 $1.8M
Jackson Hole Capital Partners, LLC 0.35% Reduce -7.5% 96,004 $1.8M
Simplex Trading, LLC 0.05% Reduce -7.6% 94,292 $1.7M
Utah Retirement Systems 0.02% Add +12.2% 92,931 $1.7M
Prevail Innovative Wealth Advisors, LLC 0.49% Add +23.9% 92,433 $1.7M
J.W. Cole Advisors, Inc. 0.07% Add +26.7% 90,242 $1.7M
XTX Topco Ltd 0.13% New 87,656 $1.6M
Resona Asset Management Co.,Ltd. 0.01% Add +1.9% 85,540 $1.6M
Collar Capital Management, LLC 1.28% — 83,711 $1.5M
Guggenheim Capital LLC 0.01% Add +29.7% 82,121 $1.5M
Simplify Asset Management Inc. 0.10% Reduce -34.9% 80,274 $1.5M
Bank of Montreal 0.00% Add +15.1% 80,125 $1.5M
J. Safra Sarasin Holding AG 0.02% Add +3.2% 79,431 $1.5M
Bramshill Investments, LLC 0.22% Reduce -29.8% 77,616 $1.4M
Old Port Advisors 0.41% Reduce -0.6% 77,106 $1.4M
Ostrum Asset Management 0.12% Reduce -0.8% 77,026 $1.4M
Insigneo Advisory Services, LLC 0.14% Reduce -3.6% 74,251 $1.4M
DekaBank Deutsche Girozentrale 0.00% No change 71,328 $1.4M
Penserra Capital Management LLC 0.02% Reduce -4.0% 73,477 $1.3M
Capital Investment Advisors, LLC 0.03% Reduce -9.8% 73,361 $1.3M
Transcend Capital Advisors, LLC 0.10% Reduce -0.8% 72,430 $1.3M
Toronto Dominion Bank 0.00% Add +12.8% 72,338 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +22.9% 69,231 $1.3M
Nissay Asset Management Corp. /Japan 0.01% Add +8.1% 66,177 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +0.1% 68,303 $1.3M
Voya Investment Management LLC 0.00% Add +4.8% 68,158 $1.2M
Credit Agricole S A 0.00% Add +8.1% 67,289 $1.2M
Macquarie Group Ltd. 0.00% Reduce -3.0% 66,612 $1.2M
Gateway Investment Advisers LLC 0.01% Reduce -10.9% 64,460 $1.2M
Illinois Municipal Retirement Fund 0.02% Add +59.6% 64,410 $1.2M
State of Alaska, Department of Revenue 0.01% Add +9.8% 63,909 $1.2M
MML Investors Services, LLC 0.00% Add +4.5% 62,382 $1.1M
Lebenthal Global Advisors, LLC 0.21% Add +37.5% 61,585 $1.1M
Confluence Investment Management LLC 0.02% New 60,648 $1.1M
Transce3nd, LLC 0.37% — 59,984 $1.1M
New York Life Investment Management LLC 0.01% Add +0.8% 59,978 $1.1M
Kestra Private Wealth Services, LLC 0.02% Reduce -2.2% 58,604 $1.1M
Townsquare Capital LLC 0.01% Reduce -4.1% 58,071 $1.1M
United Advisor Group, LLC 0.21% Reduce -1.2% 58,026 $1.1M
Triumph Capital Management 0.36% Add +18.9% 57,835 $1.1M
Federated Hermes, Inc. 0.00% Reduce -6.7% 56,827 $1.0M
Fieldview Capital Management, LLC 0.16% — 56,618 $1.0M
F/m Investments LLC 0.04% Add +21.7% 55,995 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Add +25.0% 54,691 $1.0M
Ethic Inc. 0.02% Add +2.9% 54,048 $989K
Principal Securities, Inc. 0.02% Add +2.8% 53,993 $988K
Proffitt & Goodson Inc. 0.16% Add +1.0% 53,040 $971K
Fox Run Management, L.L.C. 0.18% Reduce -34.0% 52,960 $969K
Ossiam 0.02% Add +23.0% 52,951 $969K
Rareview Capital LLC 0.69% New 47,345 $950K
AIA Group Ltd 0.02% Reduce -4.8% 51,097 $935K
Thompson Investment Management, Inc. 0.13% Reduce -1.6% 50,921 $932K
Federation des caisses Desjardins du Quebec 0.00% Add +224.5% 50,509 $924K
Achmea Investment Management B.V. 0.02% Reduce -77.3% 50,270 $920K
Jane Street Group, LLC 0.00% Reduce -89.7% 49,706 $910K
Sharpepoint LLC 0.81% — 49,039 $897K
Wealth Enhancement Advisory Services, LLC 0.00% Add +18.0% 48,688 $891K
Perigon Wealth Management, LLC 0.02% Add +8.8% 46,421 $889K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +33.0% 48,491 $887K
Atom Investors LP 0.11% Reduce -52.7% 48,490 $887K
Stableford Capital II LLC 0.35% Reduce -1.2% 48,482 $887K
Public Employees Retirement Association of Colorado 0.00% No change 47,607 $871K
PEAK6 LLC 0.03% — 47,484 $869K
Focus Partners Advisor Solutions, LLC 0.01% Add +361.2% 47,448 $868K
SeaCrest Wealth Management, LLC 0.09% Reduce -10.8% 47,101 $862K
ClearAlpha Technologies LP 0.74% Reduce -30.3% 46,821 $857K
Truist Financial Corp. 0.00% Reduce -12.9% 46,580 $852K
Natixis Advisors, LLC 0.00% Reduce -4.1% 46,391 $849K
Avantax Advisory Services, Inc. 0.01% Reduce -0.3% 46,102 $844K
Captrust Financial Advisors 0.00% Reduce -6.2% 44,897 $822K
Creative Planning 0.00% Reduce -21.2% 44,513 $815K
WealthTrust Axiom LLC 0.24% Reduce -2.7% 43,793 $801K
Belpointe Asset Management LLC 0.05% Reduce -5.2% 39,748 $801K
Centiva Capital, LP 0.03% Reduce -28.2% 43,397 $794K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -9.3% 42,644 $780K
Bayshore Asset Management, LLC 0.36% No change 42,641 $780K
Plan Group Financial, LLC 0.41% Add +9.5% 42,388 $776K
Securian Asset Management, Inc. 0.02% Add +8.8% 42,376 $775K
Wolverine Trading, LLC 0.02% Add +160.9% 41,242 $772K
Prudential Financial Inc. 0.00% Reduce -64.8% 39,017 $768K
Daiwa Securities Group Inc. 0.00% Add +11.8% 41,813 $765K
TCW Group Inc. 0.01% No change 41,441 $758K
Cannell & Spears LLC 0.02% Add +1.3% 41,268 $755K
Strait & Sound Wealth Management LLC 0.35% Add +24.5% 41,048 $751K
Trivium Point Advisory, LLC 0.09% Reduce -1.2% 40,791 $746K
San Luis Wealth Advisors LLC 0.14% Add +24.6% 40,760 $746K
Bayesian Capital Management, LP 0.09% New 39,900 $730K
Tredje AP-fonden 0.01% Reduce -50.0% 39,313 $719K
Gulf International Bank (UK) Ltd 0.02% Reduce -2.4% 38,624 $706K
NFSG Corp 0.18% New 38,565 $706K
Independent Financial Group, LLC 0.02% Reduce -2.7% 38,524 $705K
Intellectus Partners, LLC 0.16% Add +4.8% 37,000 $701K
Savvy Advisors, Inc. 0.08% Add +4.1% 37,640 $689K
Kovack Advisors, Inc. 0.07% Add +2.5% 37,393 $684K
PNC Financial Services Group, Inc. 0.00% Add +64.6% 37,340 $683K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.1% 36,683 $671K
Post Resch Tallon Group Inc. 0.65% — 36,509 $671K
Nordea Investment Management AB 0.00% No change 36,383 $665K
Natixis 0.00% Add +383.6% 36,061 $660K
DoubleLine ETF Adviser LP 0.18% Add +1.0% 36,035 $659K
Tyler-Stone Wealth Management 0.12% Add +0.6% 35,727 $654K
Parallel Advisors, LLC 0.01% Add +18.6% 35,689 $653K
Consolidated Portfolio Review Corp 0.10% New 35,054 $641K
VPR Management LLC 0.33% No change 35,000 $641K
Dumont & Blake Investment Advisors LLC 0.17% Reduce -1.3% 33,967 $622K
Avanza Fonder AB 0.02% — 33,530 $614K
Sterling Capital Management LLC 0.01% Add +74.6% 33,303 $609K
United Services Automobile Association 0.02% No change 33,058 $605K
Sowell Financial Services LLC 0.03% Add +13.3% 32,587 $596K
Envestnet Portfolio Solutions, Inc. 0.00% Add +25.9% 32,344 $592K
Invst, LLC 0.07% Reduce -12.5% 32,307 $591K
Shell Asset Management Co. 0.03% Reduce -4.0% 31,855 $583K
US Bancorp \de 0.00% Add +14.8% 31,776 $581K
Tower Research Capital LLC (TRC) 0.01% Add +3.5% 31,720 $580K
HighPoint Advisor Group LLC 0.03% Add +6.2% 27,960 $580K
Independent Advisor Alliance 0.01% Add +64.3% 31,351 $574K
KG Capital Management 0.18% Add +2.0% 30,648 $561K
Wealthfront Advisers LLC 0.00% Reduce -2.8% 30,541 $559K
Values First Advisors, Inc. 0.31% Add +5.5% 30,324 $555K
JBF Capital, Inc. 0.09% No change 30,000 $549K
HUB Investment Partners, LLC 0.02% Reduce -12.4% 29,692 $543K
Arkadios Wealth Advisors 0.03% Reduce -18.5% 29,400 $538K
Group One Trading LLC 0.02% Reduce -44.4% 28,991 $531K
Pekin Hardy Strauss, Inc. 0.07% Add +45.2% 28,899 $529K
Howard Financial Services, LTD. 0.07% New 28,823 $527K
Corient Private Wealth LP 0.00% Add +34.6% 28,806 $527K
Janus Henderson Group PLC 0.00% No change 28,742 $526K
First Financial Bank - Trust Division 0.05% Add +5.0% 28,703 $525K
Wedbush Securities Inc. 0.02% Reduce -2.5% 28,698 $525K
Maryland State Retirement & Pension System 0.01% No change 28,576 $523K
Western Wealth Management, LLC 0.03% Reduce -5.8% 28,332 $518K
Integrity Alliance, Llc. 0.06% — 28,219 $516K
Mutual Advisors, LLC 0.01% Reduce -0.8% 26,442 $507K
B. Riley Wealth Advisors, Inc. 0.02% Add +26.9% 26,245 $497K
Capital Investment Advisory Services, LLC 0.05% Add +1.8% 27,169 $497K
AQR Capital Management 0.00% Add +36.9% 26,825 $491K
Samalin Investment Counsel, LLC 0.21% Reduce -4.4% 26,722 $489K
Vista Investment Partners Ii, LLC 0.29% — 26,664 $488K
Equitable Holdings, Inc. 0.00% Add +11.0% 26,468 $484K
Firethorn Wealth Partners, LLC 0.24% Reduce -16.5% 26,359 $482K
RS Crum Inc. 0.12% No change 26,287 $481K
Clear Creek Financial Management, LLC 0.05% Add +10.8% 26,278 $481K
ProShare Advisors LLC 0.00% Add +20.0% 26,227 $480K
Prelude Capital Management, LLC 0.04% New 26,020 $476K
FWL Investment Management, LLC 0.17% Add +225.8% 25,579 $468K
Cerity Partners LLC 0.00% Reduce -31.2% 24,082 $454K
Caisse de depot et placement du Quebec 0.00% New 24,813 $454K
Pathstone Holdings, LLC 0.00% Reduce -5.3% 24,708 $453K
Sigma Planning Corp 0.01% Reduce -9.1% 24,654 $451K
Continuum Advisory, LLC 0.06% Add +94.3% 24,345 $446K
E. Ohman J:or Asset Management AB 0.01% No change 23,975 $439K
Maven Securities LTD 0.07% New 23,279 $426K
M&T Bank Corp 0.00% Add +4.0% 23,180 $424K
GWN Securities Inc. 0.11% — 21,569 $420K
International Assets Investment Management, LLC 0.03% Add +0.6% 22,497 $413K
White Lighthouse Investment Management Inc. 0.07% Add +0.1% 22,447 $411K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -2.2% 22,307 $408K
Foundations Investment Advisors, LLC 0.01% New 22,292 $408K
Walleye Capital LLC 0.00% Add +34.2% 21,780 $399K
Aster Capital Management (DIFC) Ltd 0.15% Add +4538.3% 21,707 $397K
Oder Investment Management, LLC 0.32% Add +1.4% 21,283 $389K
Plato Investment Management Ltd 0.03% Add +370.1% 21,147 $388K
Prudential PLC 0.00% No change 21,179 $388K
Ritholtz Wealth Management 0.01% Add +36.8% 20,995 $384K
OMERS ADMINISTRATION Corp 0.00% Add +20.8% 20,960 $384K
HBK Sorce Advisory LLC 0.01% Add +1.2% 20,776 $380K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +6.4% 20,709 $379K
CIBC Asset Management Inc 0.00% Add +17.2% 20,654 $378K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -7.0% 20,625 $377K
Beacon Financial Advisory LLC 0.12% Add +10.9% 20,144 $369K
AlphaCore Capital LLC 0.08% Add +29.4% 18,992 $360K
WMG Financial Advisors, LLC 0.15% Reduce -0.7% 19,663 $360K
LVZ, Inc. 0.05% Add +2.7% 19,632 $359K
Wesbanco Bank Inc. 0.01% Reduce -8.9% 19,416 $355K
Concurrent Investment Advisors, LLC 0.01% Reduce -9.4% 19,381 $355K
Boxwood Ventures, Inc. 0.47% New 18,470 $350K
Wedmont Private Capital 0.02% Reduce -2.7% 19,244 $349K
Intech Investment Management LLC 0.00% Add +3.1% 18,933 $346K
Bank of Nova Scotia 0.00% New 18,925 $346K
Shelton Capital Management 0.01% Reduce -5.4% 18,910 $346K
Andra AP-fonden 0.01% Reduce -36.2% 18,891 $346K
Keybank National Association 0.00% Reduce -9.1% 18,813 $344K
Aspire Private Capital, LLC 0.08% Add +16.5% 18,502 $339K
Praxis Investment Management Inc. 0.02% New 18,290 $335K
Focus Partners Wealth 0.00% Add +68.4% 18,148 $333K
Fermata Advisors, LLC 0.06% Add +3.2% 18,022 $330K
Tandem Financial, LLC 0.35% — 17,254 $327K
TrueMark Investments, LLC 0.10% Reduce -46.4% 17,810 $326K
Clarity Capital Partners LLC 0.16% Add +59.9% 17,204 $315K
Prospera Financial Services Inc 0.01% Add +2.4% 16,966 $310K
O'shaughnessy Asset Management, LLC 0.00% Add +9.3% 16,892 $309K
One Wealth Map LLC 0.19% No change 14,159 $306K
Balefire, LLC 0.10% Reduce -0.6% 16,582 $305K
Guidance Point Advisors, LLC 0.09% Add +4.9% 16,530 $302K
Crestline Management, L.P. 0.01% New 16,382 $300K
Empowered Funds, LLC 0.00% New 16,253 $297K
Lombard Odier Asset Management (Switzerland) SA 0.02% New 15,904 $291K
Allstate Corp. 0.01% New 15,803 $289K
Norden Group LLC 0.03% Reduce -19.9% 15,766 $289K
B. Metzler seel. Sohn & Co. AG 0.00% No change 15,405 $282K
First Citizens Bank & Trust Co. 0.01% Add +16.6% 15,163 $277K
Moloney Securities Asset Management, LLC 0.04% Add +10.4% 15,070 $276K
Madison Park Capital Advisors, LLC 0.22% No change 15,056 $276K
Jupiter Wealth Management LLC 0.14% Add +3.4% 15,035 $275K
Global Retirement Partners, LLC 0.01% Reduce -72.7% 14,963 $274K
Fifth Third Wealth Advisors LLC 0.01% No change 14,822 $271K
South Dakota Investment Council 0.01% No change 14,800 $271K
NewEdge Advisors, LLC 0.00% Reduce -5.8% 14,771 $270K
Cedar Wealth Management, LLC 0.10% Reduce -49.4% 14,715 $269K
NWF Advisory Services Inc. 0.04% Add +20.7% 13,964 $269K
Polymer Capital Management (US) LLC 0.08% — 14,445 $264K
Tidal Investments LLC 0.00% Add +9.0% 14,394 $263K
Stratos Wealth Partners, LTD. 0.00% Add +21.1% 14,154 $259K
Edgewood Management LLC 0.00% No change 14,000 $256K
NorthCoast Asset Management LLC 0.00% Add +1.0% 13,798 $253K
Wealthcare Advisory Partners LLC 0.01% Add +7.6% 13,553 $248K
Coastwise Capital Group, LLC 0.20% Reduce -1.1% 13,334 $244K
UniSuper Management Pty Ltd 0.00% No change 13,300 $243K
Steward Partners Investment Advisory, LLC 0.00% Reduce -22.9% 13,147 $241K
Flagship Harbor Advisors, LLC 0.01% Add +7.1% 13,137 $240K
Quantinno Capital Management LP 0.00% New 13,135 $240K
Kingswood Wealth Advisors, LLC 0.02% New 13,074 $239K
Dynamic Advisor Solutions LLC 0.01% Reduce -6.5% 12,962 $237K
Prime Capital Investment Advisors, LLC 0.00% Add +13.7% 12,851 $235K
Profund Advisors LLC 0.01% Add +0.9% 12,819 $235K
Rafferty Asset Management, LLC 0.00% Add +10.8% 12,802 $234K
Axxcess Wealth Management, LLC 0.01% New 12,783 $234K
Cordatus Wealth Management LLC 0.06% New 12,675 $232K
International Private Wealth Advisors LLC 0.23% New 12,635 $231K
Robeco Institutional Asset Management B.V. 0.00% Reduce -68.1% 12,557 $230K
Compound Planning, Inc. 0.01% Reduce -22.2% 12,525 $229K
Wernau Asset Management Inc. 0.22% — 12,516 $229K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -0.7% 11,898 $223K
OneDigital Investment Advisors LLC 0.00% Add +1.9% 12,128 $222K
Ameritas Advisory Services, LLC 0.01% Reduce -7.6% 12,076 $221K
King Luther Capital Management Corp. 0.00% No change 11,739 $215K
Park Avenue Securities LLC 0.00% New 11,653 $213K
Garden State Investment Advisory Services LLC 0.06% Add +0.4% 11,174 $204K
McAdam, LLC 0.01% Reduce -0.6% 11,113 $203K
Diversify Wealth Management, LLC 0.02% New 11,084 $201K
Vestcor Inc 0.01% No change 10,813 $198K
Aptus Capital Advisors, LLC 0.00% New 10,779 $198K
Evergreen Capital Management LLC 0.01% Reduce -63.7% 10,326 $196K
Integrated Wealth Concepts LLC 0.00% Reduce -12.1% 10,669 $195K
Oak Thistle LLC 0.06% New 10,613 $194K
Renaissance Technologies 0.00% Reduce -99.4% 10,600 $194K
PVG Asset Management Corp. 0.91% New 10,558 $193K
First Heartland Consultants, Inc. 0.02% New 10,457 $191K
AA Financial Advisors, LLC 0.05% No change 10,382 $190K
Great Valley Advisor Group, Inc. 0.00% New 10,202 $187K
Seeds Investor LLC 0.05% New 10,186 $186K
Frank, Rimerman Advisors LLC 0.01% Reduce -32.0% 10,011 $183K
SLT Holdings LLC 0.18% — 10,000 $183K
ShoreHaven Wealth Partners, LLC 0.09% No change 10,000 $183K
One Charles Private Wealth Services, LLC 0.06% No change 10,000 $183K
Triasima Portfolio Management inc. 0.04% New 10,000 $183K
Private Trust Co. NA 0.02% Reduce -7.8% 9,944 $182K
Brown Brothers Harriman & Co. 0.00% New 9,811 $180K
Choreo, LLC 0.00% Reduce -21.9% 11,428 $175K
Armstrong Advisory Group, Inc. 0.01% Add +6.6% 9,121 $167K
Harbour Investments, Inc. 0.00% Reduce -15.2% 8,964 $164K
MAI Capital Management 0.00% New 8,830 $162K
Fifth Third Bancorp 0.00% Add +50.3% 8,814 $161K
Cwm, LLC 0.00% Reduce -56.0% 8,755 $160K
Sunbelt Securities, Inc. 0.01% Reduce -17.3% 8,362 $156K
Hollencrest Capital Management 0.01% Reduce -29.5% 8,499 $156K
Medallion Wealth Advisors, LLC 0.08% — 8,315 $153K
Spire Wealth Management 0.00% New 7,674 $140K
Murphy & Mullick Capital Management Corp 0.12% — 7,040 $133K
Signaturefd, LLC 0.00% Reduce -2.3% 7,045 $129K
Bessemer Group Inc. 0.00% Reduce -54.1% 6,920 $127K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 6,703 $126K
IFP Advisors, Inc 0.00% Add +3.7% 6,721 $123K
New Age Alpha Advisors, LLC 0.00% New 6,281 $115K
Summit Securities Group LLC 0.04% Reduce -88.2% 5,900 $108K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.7% 5,855 $107K
EverSource Wealth Advisors, LLC 0.01% Add +7.9% 5,839 $107K
Geneos Wealth Management Inc. 0.00% New 5,584 $102K
Raleigh Capital Management Inc. 0.04% Reduce -8.1% 5,571 $102K
Ameriflex Group, Inc. 0.05% — 4,972 $101K
Farther Finance Advisors, LLC 0.00% Add +23.2% 5,387 $99K
Arax Advisory Partners 0.01% Add +17.2% 5,101 $93K
Wilmington Savings Fund Society, FSB 0.00% Reduce -10.8% 5,080 $93K
Toth Financial Advisory Corp. 0.01% Add +108.8% 4,990 $91K
Western Pacific Wealth Management, LP 0.07% No change 4,705 $86K
Gould Capital, LLC 0.06% Add +1.7% 4,494 $82K
Huntington National Bank 0.00% Add +1.9% 4,328 $79K
FNY Investment Advisers, LLC 0.04% Reduce -70.3% 4,100 $75K
CIBC Private Wealth Group LLC 0.00% Reduce -0.0% 3,832 $71K
Montag A & Associates Inc. 0.00% No change 3,597 $68K
ORG Partners LLC 0.01% No change 3,234 $59K
Creative Financial Designs Inc. 0.00% Reduce -18.9% 3,160 $58K
McIlrath & Eck, LLC 0.01% No change 3,133 $57K
Asset Dedication, LLC 0.00% Add +2.6% 3,106 $57K
Bartlett & Co. Wealth Management LLC 0.00% Add +68.1% 2,962 $56K
Clearstead Advisors, LLC 0.00% Add +2.0% 3,046 $56K
Jones Financial Companies LLLP 0.00% Add +402.4% 2,954 $54K
Wolverine Asset Management LLC 0.00% New 2,725 $50K
Spectrum Wealth Counsel, LLC 0.01% Add +1379.3% 2,722 $50K
Atticus Wealth Management, LLC 0.02% Add +1.8% 2,717 $50K
GAMMA Investing LLC 0.00% Reduce -29.4% 2,674 $49K
Allworth Financial LP 0.00% Add +1.4% 2,515 $49K
UMB Bank, n.a. 0.00% Add +65.7% 2,598 $48K
CI Investments Inc. 0.00% Add +86.1% 2,578 $47K
Smartleaf Asset Management LLC 0.00% Add +29.3% 2,425 $45K
GeoWealth Management, LLC 0.00% Reduce -15.7% 2,330 $43K
Salem Investment Counselors Inc. 0.00% No change 2,223 $42K
Kozak & Associates, Inc. 0.01% Add +3.4% 2,087 $40K
Fourth Dimension Wealth, LLC 0.02% — 2,150 $39K
Larson Financial Group LLC 0.00% Add +34.4% 2,143 $39K
Hazlett, Burt & Watson, Inc. 0.02% No change 2,000 $37K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 2,000 $37K
Aventura Private Wealth, LLC 0.02% — 1,979 $36K
GHP Investment Advisors, Inc. 0.00% No change 1,750 $32K
Assetmark, Inc. 0.00% New 1,709 $31K
Rise Advisors, LLC 0.01% Add +3.3% 1,640 $30K
North Star Investment Management Corp. 0.00% No change 1,625 $30K
Delos Wealth Advisors, LLC 0.02% No change 1,503 $28K
Capital Analysts, LLC 0.00% No change 1,500 $27K
First United Bank & Trust 0.01% No change 1,440 $26K
Quadrant Capital Group LLC 0.00% Reduce -42.6% 1,396 $26K
Financial Gravity Companies, Inc. 0.01% New 1,312 $24K
Avior Wealth Management, LLC 0.00% No change 1,255 $23K
South Plains Financial, Inc. 0.02% — 1,250 $23K
Quarry LP 0.00% Add +31.6% 1,212 $22K
Tradewinds Capital Management, LLC 0.01% No change 1,200 $22K
Hexagon Capital Partners LLC 0.00% No change 1,187 $22K
CoreCap Advisors, LLC 0.00% Add +1.1% 1,186 $22K
Venturi Wealth Management, LLC 0.00% Add +28.2% 1,168 $21K
Concourse Financial Group Securities, Inc. 0.00% No change 1,017 $20K
Deseret Mutual Benefit Administrators 0.01% No change 1,047 $19K
Riverview Trust Co 0.02% No change 1,014 $19K
Duncker Streett & Co. Inc. 0.00% New 1,000 $18K
WASHINGTON TRUST Co 0.00% No change 1,000 $18K
Cullen/Frost Bankers, Inc. 0.00% Reduce -89.9% 987 $18K
Pin Oak Investment Advisors Inc. 0.02% No change 891 $18K
AllSquare Wealth Management LLC 0.01% No change 947 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.3% 890 $16K
Menard Financial Group LLC 0.01% New 887 $16K
Coppell Advisory Solutions LLC 0.00% Add +41.4% 854 $16K
American National Bank & Trust 0.00% New 825 $15K
Financial Connections Group, Inc. 0.01% No change 822 $15K
West Branch Capital LLC 0.00% Add +8.0% 800 $15K
JNBA Financial Advisors 0.00% No change 709 $13K
Versant Capital Management, Inc 0.00% Add +215.6% 666 $12K
Covestor Ltd 0.01% Add +6.6% 681 $12K
Broadwater Capital Management LLC 0.01% No change 610 $11K
JTC Employer Solutions Trustee Ltd 0.00% No change 605 $11K
Bruce G. Allen Investments, LLC 0.01% Reduce -2.0% 597 $11K
Crewe Advisors LLC 0.00% No change 595 $11K
Mark Sheptoff Financial Planning, LLC 0.01% No change 550 $10K
Webster Bank, N. A. 0.00% No change 550 $10K
LRI Investments, LLC 0.00% No change 539 $10K
Evermay Wealth Management LLC 0.00% No change 500 $9K
Westend Capital Management, LLC 0.00% No change 505 $9K
Tompkins Financial Corp. 0.00% No change 500 $9K
Beaird Harris Wealth Management, LLC 0.00% No change 500 $9K
Centerpoint Advisors, LLC 0.00% No change 500 $9K
Exchange Traded Concepts, LLC 0.00% Add +579.2% 489 $9K
Bogart Wealth, LLC 0.00% No change 480 $9K
Sandy Spring Bank 0.00% Reduce -6.2% 468 $9K
Vision Financial Markets LLC 0.01% — 450 $8K
Gen-Wealth Partners Inc 0.00% No change 450 $8K
Bokf, NA 0.00% No change 450 $8K
Financial Network Wealth Advisors LLC 0.01% New 436 $8K
SWAN Capital LLC 0.00% New 408 $7K
HM Payson & Co. 0.00% No change 400 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +98.4% 381 $7K
Founders Capital Management 0.00% No change 375 $7K
Hilltop National Bank 0.00% No change 375 $7K
Parkside Financial Bank & Trust 0.00% Add +33.7% 365 $7K
Resources Management Corp. /CT/ 0.00% No change 337 $6K
Hantz Financial Services, Inc. 0.00% New 350 $6K
PSI Advisors, LLC 0.00% No change 325 $6K
Caldwell Sutter Capital, Inc. 0.00% Add +11.6% 317 $6K
Truvestments Capital LLC 0.00% No change 300 $5K
Lee Danner & Bass Inc. 0.00% New 300 $5K
Lindbrook Capital, LLC 0.00% Reduce -68.4% 296 $5K
Ransom Advisory, Ltd 0.00% No change 275 $5K
Coston, McIsaac & Partners 0.00% Add +3.6% 319 $5K
Nova Wealth Management, Inc. 0.00% — 259 $5K
Oliver Lagore Vanvalin Investment Group 0.00% No change 256 $5K
High Note Wealth, LLC 0.00% New 255 $5K
NCP Inc. 0.00% No change 250 $5K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 250 $5K
Mascoma Wealth Management LLC 0.00% No change 250 $5K
VSM Wealth Advisory, LLC 0.00% — 239 $4K
Decker Retirement Planning Inc. 0.00% — 225 $4K
Ogorek Anthony Joseph /NY/ 0.00% Add +3.1% 262 $4K
Tsfg, LLC 0.00% Add +3.2% 223 $4K
Beacon Capital Management, LLC 0.00% No change 206 $4K
Farmers & Merchants Investments Inc. 0.00% No change 205 $4K
Criterion Capital Advisors, LLC 0.00% No change 181 $3K
Investors Research Corp 0.00% No change 187 $3K
First Command Advisory Services, Inc. 0.00% No change 187 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 183 $3K
Harbor Investment Advisory, LLC 0.00% No change 177 $3K
Coastline Trust Co 0.00% No change 167 $3K
Fortitude Family Office, LLC 0.00% No change 158 $3K
MCF Advisors LLC 0.00% Reduce -96.5% 147 $3K
Bell Investment Advisors, Inc 0.00% Add +70.8% 152 $3K
CENTRAL TRUST Co 0.00% No change 150 $3K
Archer Investment Corp 0.00% Reduce -45.8% 148 $3K
Wingate Wealth Advisors, Inc. 0.00% — 145 $3K
Brooklyn Investment Group 0.00% Add +2.3% 136 $2K
New Wave Wealth Advisors LLC 0.00% New 134 $2K
Cape Investment Advisory, Inc. 0.00% Add +4.8% 131 $2K
Runnymede Capital Advisors, Inc. 0.00% — 125 $2K
Golden State Wealth Management, LLC 0.00% — 125 $2K
WPG Advisers, LLC 0.00% — 122 $2K
Global Wealth Strategies & Associates 0.00% No change 102 $2K
Painted Porch Advisors LLC 0.00% No change 100 $2K
New England Capital Financial Advisors LLC 0.00% Add +2.5% 81 $1K
Trust Co. of Vermont 0.00% Reduce -6.3% 75 $1K
Eastern Bank 0.00% No change 74 $1K
Godsey & Gibb, Inc. 0.00% No change 72 $1K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 71 $1K
Prestige Wealth Management Group LLC 0.00% Reduce -11.6% 61 $1K
American Capital Advisory, LLC 0.00% No change 49 $904
Principia Wealth Advisory, LLC 0.00% — 46 $842
Quent Capital, LLC 0.00% Add +15.0% 46 $842
Central Pacific Bank - Trust Division 0.00% No change 45 $824
Quest 10 Wealth Builders, Inc. 0.00% — 44 $805
Hoey Investments, Inc. 0.00% Reduce -25.4% 41 $751
Private Wealth Management Group, LLC 0.00% Reduce -70.8% 38 $696
Blue Trust, Inc. 0.00% Reduce -95.8% 38 $695
Innovative Advisory Group, LLC 0.00% — 37 $677
Fortis Group Advisors, LLC 0.00% No change 34 $622
Kentucky Trust Co 0.00% — 26 $476
Raffa Wealth Management, LLC 0.00% No change 26 $476
MV Capital Management, Inc. 0.00% Reduce -10.3% 26 $476
Caitlin John, LLC 0.00% No change 25 $458
Ridgewood Investments LLC 0.00% Reduce -96.9% 25 $458
Stephens Consulting, LLC 0.00% No change 25 $458
Strategic Investment Solutions, Inc. 0.00% Add +6.3% 17 $302
NewSquare Capital LLC 0.00% New 15 $275
City State Bank 0.00% No change 12 $220
Main Street Group, LTD 0.00% Add +11.1% 10 $177
AdvisorNet Financial, Inc 0.00% Reduce -89.3% 8 $146
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $129
Physician Wealth Advisors, Inc. 0.00% New 7 $129
WealthTrak Capital Management LLC 0.00% — 5 $92
Activest Wealth Management 0.00% Add +0.0% 4 $73
Lanark Financial, Inc. 0.00% — 1 $20
Capital Advisors, Ltd. LLC 0.00% No change 12 $0

"% of holder's portfolio" is NLY's weight in each manager's 13F, not the share of Annaly Capital Management Inc. the manager owns.