Annaly Capital ManagementNLY

13F holders, Q3 2025 (September 30)
688holders +31
90new positions
53sold out
7famous investors
$20.27avg. 13F price*

At the end of Q3 2025, 688 institutions reported holding Annaly Capital Management Inc. (NLY) in their 13F filings, up 31 from Q2 2025. 90 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($1.5B), Vanguard Group Inc. ($1.2B) and T. Rowe Price Associates Inc. ($621.3M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions90$125.3M
Exits53$69.5M

All 13F filers, Q2 2025 → Q3 2025: 42,559,035 shares bought and 17,379,647 shares sold, net +25,179,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 688 holders

BlackRock, Inc. 0.03% Add +4.6% 74,374,720 $1.5B
Vanguard Group Inc. 0.02% Add +3.2% 60,589,075 $1.2B
T. Rowe Price Associates Inc. 0.07% Add +1.1% 30,744,417 $621.3M
State Street Corp. 0.02% Add +7.4% 24,371,827 $508.9M
Allspring Global Investments Holdings, LLC 0.58% Reduce -3.0% 17,375,539 $358.5M
Geode Capital Management, LLC 0.02% Add +13.2% 16,897,928 $341.1M
FMR LLC 0.01% Add +152.2% 14,006,702 $283.1M
Northern Trust Corp. 0.02% Add +1.1% 6,604,380 $133.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +394.1% 5,374,696 $108.6M
Morgan Stanley 0.01% Reduce -2.6% 5,225,820 $105.6M
Bank of New York Mellon Corp 0.02% Add +5.2% 4,448,918 $89.9M
Charles Schwab Investment Management Inc. 0.01% Add +7.6% 4,393,652 $88.8M
D. E. Shaw & Co. 0.07% Reduce -40.2% 4,017,540 $81.2M
KBC Group NV 0.18% Add +59.8% 3,749,951 $75.8M
UBS Group AG 0.01% Add +25.8% 3,662,780 $74.0M
Brandywine Global Investment Management, LLC 0.45% Reduce -25.5% 3,224,839 $65.2M
LSV Asset Management 0.13% Add +1.9% 3,013,141 $60.9M
Invesco Ltd. 0.01% Reduce -3.2% 2,696,355 $54.5M
Renaissance Technologies 0.07% Add +220.9% 2,648,015 $53.5M
JPMorgan Chase & Co. 0.00% Reduce -0.3% 2,560,269 $51.7M
Bank of America Corp. 0.00% Reduce -6.0% 2,293,648 $46.4M
Royal Bank of Canada 0.01% Add +48.6% 2,261,350 $45.7M
Amundi 0.01% Add +3.2% 2,121,063 $43.4M
Van Eck Associates Corp. 0.04% Add +5.8% 2,119,325 $42.8M
Barclays PLC 0.02% Reduce -21.5% 2,098,322 $42.4M
Ameriprise Financial Inc. 0.01% Add +44.8% 2,092,625 $42.3M
Marshall Wace, LLP 0.04% New 1,990,787 $40.2M
Legal & General Group Plc 0.01% Reduce -29.3% 1,910,694 $38.6M
Russell Investments Group, Ltd. 0.04% Add +4.0% 1,793,142 $36.5M
Rhumbline Advisers 0.03% Add +4.3% 1,786,198 $36.1M
Swiss National Bank 0.02% Reduce -3.6% 1,744,200 $35.3M
Victory Capital Management Inc. 0.02% Reduce -4.7% 1,623,165 $32.8M
Wells Fargo & Company 0.01% Add +10.5% 1,582,899 $32.0M
Millennium Management 0.03% Add +126.4% 1,554,494 $31.4M
Sei Investments Co. 0.03% Add +8.8% 1,551,617 $31.4M
Deutsche Bank AG 0.01% Add +12.3% 1,486,994 $30.1M
California State Teachers Retirement System 0.03% Add +15.2% 1,485,436 $30.0M
Principal Financial Group Inc. 0.01% Add +3.3% 1,426,229 $28.8M
Swedbank AB 0.03% Add +17.0% 1,265,371 $25.6M
Cetera Investment Advisers 0.03% Add +10.3% 1,204,532 $24.3M
LPL Financial LLC 0.01% Add +17.5% 1,192,175 $24.1M
Danske Bank A/S 0.06% Add +87.7% 1,177,787 $23.8M
Envestnet Asset Management Inc. 0.01% Add +8.8% 1,176,685 $23.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +9.6% 1,124,640 $22.7M
California Public Employees Retirement System 0.01% Add +8.2% 1,102,008 $22.3M
Alliancebernstein L.P. 0.01% Add +6.0% 1,062,076 $21.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -14.5% 1,047,618 $21.2M
Retirement Systems of Alabama 0.07% Add +3.8% 998,259 $20.2M
Wellington Management Group LLP 0.00% Reduce -36.4% 996,205 $20.1M
Goldman Sachs Group Inc. 0.00% Reduce -24.2% 991,103 $20.0M
Balyasny Asset Management L.P. 0.04% Reduce -63.9% 974,054 $19.7M
Nuveen, LLC 0.01% Reduce -18.2% 969,155 $19.6M
Raymond James Financial Inc. 0.01% Add +2.2% 891,273 $18.0M
Citigroup Inc. 0.01% Add +48.0% 865,055 $17.5M
Clarity Financial LLC 1.72% Add +12.6% 857,303 $17.3M
Osaic Holdings, Inc. 0.02% Add +5.2% 761,580 $16.1M
Algebris (uk) Ltd. 1.77% Reduce -27.4% 762,239 $15.4M
Creative Planning 0.01% Add +1208.9% 753,601 $15.2M
First Trust Advisors LP 0.01% Reduce -17.2% 717,780 $14.5M
BNP Paribas Financial Markets 0.01% Add +18.4% 697,270 $14.1M
Allianz Asset Management GmbH 0.02% Add +3.3% 630,917 $12.8M
King Street Capital Management, L.P. 2.43% New 600,000 $12.1M
Mediolanum International Funds Ltd 0.12% Add +13.2% 523,277 $10.9M
New York State Teachers Retirement System 0.02% Add +5.6% 537,186 $10.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% No change 530,245 $10.7M
Great Lakes Advisors, LLC 0.09% Reduce -31.7% 517,838 $10.5M
Manufacturers Life Insurance Company, The 0.01% Add +4.0% 478,964 $9.7M
Dupree Financial Group, LLC 3.69% Add +49.2% 470,508 $9.5M
Aviva PLC 0.02% Add +1.6% 452,492 $9.1M
Dark Forest Capital Management LP 0.34% Add +18.6% 444,467 $9.0M
Schroder Investment Management Group 0.01% Add +89.0% 443,247 $9.0M
Storebrand Asset Management As 0.02% Add +0.6% 438,238 $8.9M
Neuberger Berman Group LLC 0.01% Add +0.8% 430,323 $8.7M
Qube Research & Technologies Ltd 0.01% New 423,949 $8.6M
Jane Street Group, LLC 0.01% New 417,129 $8.4M
Forsta Ap-Fonden 0.05% Add +8.4% 415,300 $8.4M
Janney Montgomery Scott LLC 0.02% Add +111.6% 397,818 $8.0M
New York State Common Retirement Fund 0.01% Add +15.1% 397,484 $8.0M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.1% 396,894 $8.0M
Payden & Rygel 0.67% New 391,300 $7.9M
Columbus Macro, LLC 0.88% Add +0.8% 380,457 $7.7M
Stifel Financial Corp. 0.01% Reduce -19.1% 374,581 $7.6M
Pictet Asset Management Holding SA 0.01% Add +9.4% 366,582 $7.4M
South Dakota Investment Council 0.14% Reduce -13.3% 362,984 $7.3M
Holocene Advisors, LP 0.02% New 362,576 $7.3M
Commonwealth Equity Services, LLC 0.01% Reduce -12.1% 352,502 $7.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.0% 343,529 $6.9M
Mercer Global Advisors Inc. 0.01% Add +14.8% 339,970 $6.9M
D.A. Davidson & Co. 0.04% Add +0.2% 332,842 $6.7M
MetLife Investment Management, LLC 0.03% New 330,022 $6.7M
Ibex Wealth Advisors 0.63% Add +1.8% 325,168 $6.6M
State of Wisconsin Investment Board 0.01% Reduce -3.1% 314,027 $6.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -5.8% 311,697 $6.3M
Zacks Investment Management 0.05% Reduce -0.3% 307,588 $6.2M
Mutual of America Capital Management LLC 0.06% Reduce -1.5% 296,527 $6.0M
Amalgamated Bank 0.04% Add +6.7% 293,154 $5.9M
Treasurer of the State of North Carolina 0.02% Add +3.4% 288,863 $5.8M
Police & Firemen's Retirement System of New Jersey 0.05% Add +25.1% 282,393 $5.7M
APG Asset Management N.V. 0.02% Add +11.7% 330,300 $5.7M
Nisa Investment Advisors, LLC 0.02% Add +73.9% 270,482 $5.7M
Brevan Howard Capital Management LP 0.08% Add +105.4% 275,484 $5.6M
HSBC Holdings PLC 0.00% Reduce -34.8% 258,970 $5.2M
QRG Capital Management, Inc. 0.06% Reduce -43.6% 256,691 $5.2M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +1.4% 251,749 $5.1M
Mackenzie Financial Corp. 0.01% Reduce -7.0% 239,960 $4.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +1.3% 236,939 $4.8M
Prudential PLC 0.03% Add +9.1% 234,376 $4.7M
Handelsbanken Fonder AB 0.01% Add +55.0% 233,500 $4.7M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +1.8% 231,774 $4.7M
State of Tennessee, Department of Treasury 0.02% Add +12.9% 231,463 $4.7M
KLP Kapitalforvaltning As 0.02% No change 224,384 $4.7M
Yousif Capital Management, LLC 0.05% Reduce -0.9% 228,563 $4.6M
Intech Investment Management LLC 0.04% Add +876.8% 227,980 $4.6M
Swiss Life Asset Management Ltd 0.02% Reduce -1.0% 225,516 $4.6M
Thrivent Financial for Lutherans 0.01% Reduce -27.1% 225,224 $4.6M
Mn Services Vermogensbeheer B.V. 0.03% No change 223,375 $4.5M
AQR Capital Management 0.00% Add +76.4% 223,238 $4.5M
Asset Management One Co., Ltd. 0.01% Reduce -4.2% 222,974 $4.5M
Edgestream Partners, L.P. 0.13% Reduce -47.5% 220,615 $4.5M
Mount Lucas Management LP 1.98% Reduce -25.6% 217,000 $4.4M
Sequoia Financial Advisors, LLC 0.03% Reduce -4.2% 207,826 $4.2M
TD Asset Management Inc 0.00% Add +9.2% 207,457 $4.2M
Comerica Bank 0.02% Reduce -3.2% 205,667 $4.2M
IFM Investors Pty Ltd 0.04% Add +8.4% 196,857 $4.1M
Baird Financial Group, Inc. 0.01% Add +4.2% 201,498 $4.1M
Meritage Portfolio Management 0.27% Reduce -1.4% 201,256 $4.1M
Public Employees Retirement System of Ohio 0.01% Add +8.1% 200,715 $4.1M
Advisors Asset Management, Inc. 0.07% Reduce -8.8% 199,109 $4.0M
Sage Advisors, LLC 2.83% New 195,546 $4.0M
Rockefeller Capital Management L.P. 0.01% Add +10.0% 191,838 $3.9M
Key Client Fiduciary Advisors, LLC 1.30% Add +1.8% 191,517 $3.9M
Nomura Asset Management Co. Ltd. 0.01% No change 191,092 $3.9M
Y-Intercept (Hong Kong) Ltd 0.09% Add +92.3% 190,909 $3.9M
CIBC Bancorp USA Inc. 0.02% — 190,451 $3.8M
FJ Capital Management LLC 0.40% Add +250.8% 185,233 $3.7M
State of New Jersey Common Pension Fund D 0.01% Add +12.0% 183,788 $3.7M
Cibc World Market Inc. 0.01% Add +20.6% 181,810 $3.7M
Louisiana State Employees Retirement System 0.06% Add +5.0% 178,700 $3.6M
Arizona State Retirement System 0.02% Add +2.2% 178,534 $3.6M
Mariner, LLC 0.00% Add +27.8% 177,839 $3.6M
Penn Mutual Asset Management 8.77% No change 177,588 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% No change 173,553 $3.5M
Ensign Peak Advisors, Inc 0.01% Reduce -24.8% 172,391 $3.5M
Simplex Trading, LLC 0.08% Add +264.3% 172,334 $3.5M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Add +0.3% 171,738 $3.5M
GraniteShares Advisors LLC 1.97% Add +9.7% 168,027 $3.4M
State of Michigan Retirement System 0.02% Add +4.6% 167,131 $3.4M
Wakefield Asset Management LLLP 0.92% Add +1.6% 165,669 $3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +6.0% 164,787 $3.3M
Dana Investment Advisors, Inc. 0.10% Add +15.1% 162,315 $3.3M
Fortem Financial Group, LLC 0.94% Reduce -0.1% 161,171 $3.3M
Rock Point Advisors, LLC 0.86% Reduce -1.2% 160,054 $3.2M
AIA Group Ltd 0.06% Add +124.8% 159,118 $3.2M
LBP Am SA 0.04% Reduce -1.7% 156,606 $3.2M
Candriam S.C.A. 0.02% Add +15.9% 154,392 $3.1M
Slagle Financial, LLC 1.12% Add +5.0% 151,160 $3.1M
Compass Financial Group, INC 0.46% Reduce -3.4% 149,902 $3.0M
Waverly Advisors, LLC 0.03% Add +10.6% 149,291 $3.0M
Guggenheim Capital LLC 0.02% Add +0.8% 145,193 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +5.9% 143,116 $2.9M
Jackson Hole Capital Partners, LLC 0.49% Add +7.6% 142,891 $2.9M
Robeco Institutional Asset Management B.V. 0.00% Add +15.2% 141,088 $2.9M
Korea Investment CORP 0.01% Reduce -59.4% 136,882 $2.8M
J.W. Cole Advisors, Inc. 0.05% Reduce -0.1% 135,719 $2.7M
Kestra Advisory Services, LLC 0.01% Reduce -45.0% 135,304 $2.7M
Nomura Holdings Inc. 0.01% New 134,060 $2.7M
B. Riley Wealth Advisors, Inc. 0.13% Add +23.5% 130,124 $2.6M
Oregon Public Employees Retirement Fund 0.03% Add +5.0% 129,251 $2.6M
DNB Asset Management AS 0.01% Add +11.4% 126,632 $2.6M
Franklin Resources Inc. 0.00% Add +62.0% 157,196 $2.5M
New Mexico Educational Retirement Board 0.08% No change 124,725 $2.5M
Xponance LLC 0.02% Add +4.2% 123,433 $2.5M
Ameritas Investment Partners, Inc. 0.07% Add +2.5% 120,359 $2.4M
MML Investors Services, LLC 0.01% Add +7.1% 119,945 $2.4M
Smith Asset Management Co., LLC 2.05% Add +1.1% 118,930 $2.4M
Group One Trading LLC 0.07% Reduce -30.5% 117,406 $2.4M
Almitas Capital LLC 0.54% New 115,765 $2.3M
Toronto Dominion Bank 0.00% Reduce -3.8% 113,661 $2.3M
Oak Thistle LLC 0.35% New 112,315 $2.3M
Truist Financial Corp. 0.00% Add +8.2% 111,309 $2.2M
Private Advisor Group, LLC 0.01% Add +3.1% 110,264 $2.2M
Integrated Advisors Network LLC 0.09% Reduce -2.2% 108,314 $2.2M
Bramshill Investments, LLC 0.15% Add +44.8% 107,284 $2.2M
Nicholas Investment Partners, LP 0.19% No change 106,805 $2.2M
Ethic Inc. 0.04% Add +23.4% 106,393 $2.2M
Utah Retirement Systems 0.02% Add +12.3% 105,972 $2.1M
Quantinno Capital Management LP 0.01% Add +46.9% 105,639 $2.1M
Pacer Advisors, Inc. 0.01% Add +654775.0% 104,780 $2.1M
Advisory Services Network, LLC 0.03% Add +2.9% 103,686 $2.1M
Evoke Wealth, LLC 0.04% Reduce -0.1% 97,350 $2.0M
Collar Capital Management, LLC 1.43% Add +6.3% 100,526 $2.0M
Angel Oak Capital Advisors, LLC 1.58% No change 99,833 $2.0M
Independent Financial Group, LLC 0.05% Reduce -46.7% 97,033 $2.0M
PFG Investments, LLC 0.10% Add +4.9% 96,026 $1.9M
Bank of Montreal 0.00% Reduce -1.8% 95,752 $1.9M
Plan Group Financial, LLC 0.51% Add +18.1% 94,689 $1.9M
Park Avenue Securities LLC 0.01% Add +27.9% 93,759 $1.9M
SeaCrest Wealth Management, LLC 0.20% Add +25.5% 90,327 $1.9M
Resona Asset Management Co.,Ltd. 0.01% Reduce -0.5% 92,632 $1.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +10.5% 93,400 $1.9M
Ostrum Asset Management 0.08% Reduce -16.0% 92,433 $1.9M
Tredje AP-fonden 0.01% Add +133.5% 91,804 $1.9M
HighTower Advisors, LLC 0.00% Reduce -15.9% 89,725 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -7.6% 86,950 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -21.8% 85,856 $1.7M
IMC-Chicago, LLC 0.03% Add +242.6% 85,627 $1.7M
Insigneo Advisory Services, LLC 0.12% Add +17.9% 85,061 $1.7M
Aberdeen Group plc 0.00% Reduce -77.1% 85,418 $1.7M
Prelude Capital Management, LLC 0.13% Add +9.2% 83,195 $1.7M
Penserra Capital Management LLC 0.02% Add +3.0% 82,064 $1.7M
Oppenheimer & Co. Inc. 0.02% Add +5.5% 80,421 $1.6M
Principal Securities, Inc. 0.03% Add +23.7% 79,905 $1.6M
Macquarie Group Ltd. 0.00% No change 79,218 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -12.7% 79,206 $1.6M
NFSG Corp 0.24% Add +39.7% 78,903 $1.6M
Nissay Asset Management Corp. /Japan 0.01% Add +1.8% 76,490 $1.5M
Northwest & Ethical Investments L.P. 0.04% No change 75,155 $1.5M
Cerity Partners LLC 0.00% Add +209.0% 74,410 $1.5M
GMO 0.00% New 74,119 $1.5M
Investment Management Corp of Ontario 0.02% Add +402.3% 73,541 $1.5M
DekaBank Deutsche Girozentrale 0.00% No change 71,328 $1.4M
Integrity Alliance, Llc. 0.07% Add +47.9% 69,208 $1.4M
State of Alaska, Department of Revenue 0.01% Add +1.6% 69,053 $1.4M
Sharpepoint LLC 1.26% Add +1.9% 68,939 $1.4M
Bridgewater Associates 0.01% New 68,878 $1.4M
Simplicity Wealth,LLC 0.08% New 68,081 $1.4M
Prudential Financial Inc. 0.00% Reduce -24.4% 66,700 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 66,381 $1.3M
Triumph Capital Management 0.36% Add +2.7% 66,335 $1.3M
Captrust Financial Advisors 0.00% Add +14.0% 65,489 $1.3M
OP Asset Management Ltd 0.02% No change 65,131 $1.3M
Verition Fund Management LLC 0.01% Reduce -8.6% 64,086 $1.3M
Tidal Investments LLC 0.01% New 63,864 $1.3M
New York Life Investment Management LLC 0.01% Reduce -1.9% 63,211 $1.3M
Simplify Asset Management Inc. 0.03% No change 62,900 $1.3M
Perigon Wealth Management, LLC 0.03% Add +32.6% 62,726 $1.3M
Transcend Capital Advisors, LLC 0.09% Reduce -5.5% 62,123 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.0% 60,354 $1.2M
Beck Capital Management, LLC 0.29% Add +8.0% 61,513 $1.2M
Wolverine Trading, LLC 0.02% New 58,831 $1.2M
Voya Investment Management LLC 0.00% Reduce -18.4% 60,779 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Add +212.9% 60,580 $1.2M
Summit Global Investments 0.07% Add +332.3% 59,797 $1.2M
Illinois Municipal Retirement Fund 0.02% Reduce -28.8% 59,458 $1.2M
1832 Asset Management L.P. 0.00% Reduce -6.5% 59,294 $1.2M
First Citizens Bank & Trust Co. 0.03% Add +5.2% 58,869 $1.2M
Strait & Sound Wealth Management LLC 0.45% Add +4.5% 58,389 $1.2M
United Advisor Group, LLC 0.16% Reduce -1.7% 57,959 $1.2M
Farther Finance Advisors, LLC 0.02% Add +10.6% 56,319 $1.1M
Credit Agricole S A 0.00% — 56,222 $1.1M
NEOS Investment Management LLC 0.01% Add +103.0% 55,988 $1.1M
Proffitt & Goodson Inc. 0.16% Add +0.1% 55,863 $1.1M
Cannell & Spears LLC 0.02% Add +1.1% 55,750 $1.1M
F/m Investments LLC 0.04% Reduce -2.1% 55,715 $1.1M
Independent Advisor Alliance 0.03% Add +18.0% 53,743 $1.1M
Capital Investment Advisors, LLC 0.02% Reduce -1.6% 53,281 $1.1M
Lebenthal Global Advisors, LLC 0.19% Add +10.7% 52,833 $1.1M
Nordea Investment Management AB 0.00% Add +24.7% 53,229 $1.1M
Belpointe Asset Management LLC 0.04% Add +3.1% 52,660 $1.1M
Stableford Capital II LLC 0.37% Add +0.4% 51,199 $1.0M
Intellectus Partners, LLC 0.20% Add +0.5% 49,324 $1.0M
Wealthspire Advisors, LLC 0.01% Add +77.8% 50,862 $1.0M
Federated Hermes, Inc. 0.00% Reduce -10.0% 50,846 $1.0M
Daiwa Securities Group Inc. 0.00% Add +4.3% 50,613 $1.0M
Johnson Investment Counsel Inc. 0.01% Reduce -0.1% 50,458 $1.0M
Left Brain Wealth Management, LLC 0.32% Add +104.6% 50,430 $1.0M
Natixis Advisors, LLC 0.00% Add +64.0% 50,166 $1.0M
JCSD Capital, LLC 1.80% No change 50,000 $1.0M
Trivium Point Advisory, LLC 0.10% Reduce -7.8% 49,875 $1.0M
SG Americas Securities, LLC 0.00% Reduce -13.4% 49,803 $1.0M
Kestra Private Wealth Services, LLC 0.01% Add +6.3% 49,095 $992K
Summit Financial, LLC 0.02% Add +29.3% 48,947 $989K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 48,203 $974K
Securian Asset Management, Inc. 0.03% Add +4.3% 48,087 $972K
Public Employees Retirement Association of Colorado 0.00% No change 47,607 $962K
Shell Asset Management Co. 0.09% Reduce -34.0% 46,606 $942K
Campbell & CO Investment Adviser LLC 0.07% Reduce -34.9% 44,971 $909K
NewEdge Advisors, LLC 0.00% Add +75.0% 44,587 $901K
Ossiam 0.01% Reduce -14.6% 43,858 $886K
US Bancorp \de 0.00% Add +19.3% 42,712 $863K
Kovack Advisors, Inc. 0.08% Add +1.7% 42,272 $854K
PNC Financial Services Group, Inc. 0.00% Add +46.2% 42,007 $849K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.3% 41,654 $842K
TCW Group Inc. 0.01% No change 41,441 $838K
Howard Financial Services, LTD. 0.10% Add +1.9% 41,266 $834K
Chapman Financial Group, LLC 0.57% Add +16.0% 40,992 $828K
Equitable Holdings, Inc. 0.01% Add +13.7% 40,773 $824K
Hilltop Holdings Inc. 0.04% New 40,722 $823K
Plato Investment Management Ltd 0.05% Add +28.2% 40,037 $803K
Sterling Capital Management LLC 0.01% Reduce -2.8% 39,724 $803K
Quadrant Capital Group LLC 0.03% Add +1.4% 39,282 $794K
Clear Creek Financial Management, LLC 0.07% No change 39,080 $790K
World Investment Advisors 0.02% Add +50.1% 38,425 $777K
ExodusPoint Capital Management, LP 0.01% New 38,304 $774K
Thompson Investment Management, Inc. 0.10% No change 38,020 $768K
Continuum Advisory, LLC 0.08% Reduce -1.2% 38,004 $768K
FWL Investment Management, LLC 0.20% No change 37,936 $767K
Corient Private Wealth LP 0.00% Reduce -43.9% 37,805 $764K
DoubleLine ETF Adviser LP 0.23% Add +5.7% 37,637 $761K
HighPoint Advisor Group LLC 0.04% Add +42.0% 37,179 $751K
Savvy Advisors, Inc. 0.03% Add +3.5% 36,948 $747K
Post Resch Tallon Group Inc. 0.66% Add +1.1% 36,909 $746K
Old Port Advisors 0.18% Reduce -27.8% 36,229 $732K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -2.6% 35,834 $724K
Sowell Financial Services LLC 0.03% Add +8.7% 35,731 $722K
WealthTrust Axiom LLC 0.19% Add +10.2% 35,561 $719K
Sullivan Wood Capital Management LLC 1.05% Add +8.8% 34,100 $713K
Focus Partners Wealth 0.00% Add +52.9% 34,960 $713K
Invst, LLC 0.08% Reduce -2.0% 34,694 $701K
Mutual Advisors, LLC 0.02% Add +10.4% 33,504 $700K
Norden Group LLC 0.07% Add +32.6% 34,462 $696K
Dumont & Blake Investment Advisors LLC 0.17% Reduce -0.1% 34,417 $696K
Fox Run Management, L.L.C. 0.11% Reduce -43.9% 34,354 $694K
Allworth Financial LP 0.00% Add +6.9% 33,776 $683K
Avanza Fonder AB 0.02% No change 33,530 $678K
Values First Advisors, Inc. 0.36% Add +3.8% 32,912 $665K
Bank of Nova Scotia 0.00% Add +59.9% 32,421 $655K
Pathstone Holdings, LLC 0.00% Add +4.7% 32,207 $653K
Maryland State Retirement & Pension System 0.01% Add +10.2% 32,036 $647K
Crossmark Global Holdings, Inc. 0.01% Add +0.1% 31,482 $636K
Parallel Advisors, LLC 0.01% Add +8.2% 31,396 $635K
Brookwood Investment Group LLC 0.08% Reduce -3.0% 31,304 $633K
Capital Investment Advisory Services, LLC 0.05% Add +11.0% 31,281 $632K
Pekin Hardy Strauss, Inc. 0.06% No change 31,274 $632K
Samalin Investment Counsel, LLC 0.22% Add +5.1% 31,190 $630K
Global Retirement Partners, LLC 0.01% Add +13.5% 30,535 $617K
BridgePort Financial Solutions, LLC 0.17% New 30,473 $616K
VPR Management LLC 0.28% Reduce -14.3% 30,000 $606K
&partners 0.00% Add +46.9% 29,577 $598K
Tower Research Capital LLC (TRC) 0.02% Add +55.9% 29,231 $591K
Inceptionr LLC 0.14% Add +26.1% 28,876 $584K
International Private Wealth Advisors LLC 0.37% Add +76.8% 28,812 $582K
First Financial Bank - Trust Division 0.05% No change 28,703 $580K
Sunbelt Securities, Inc. 0.04% Add +242.5% 28,638 $579K
Axxcess Wealth Management, LLC 0.01% Add +77.9% 28,569 $577K
CreativeOne Wealth, LLC 0.01% Add +24.0% 28,293 $572K
Fiduciary Alliance LLC 0.04% Reduce -3.6% 27,446 $555K
American Assets Capital Advisers, LLC 0.58% Add +14.9% 27,373 $553K
ProShare Advisors LLC 0.00% Add +1.8% 27,309 $552K
CIBC Asset Management Inc 0.00% Add +20.9% 26,523 $536K
Gulf International Bank (UK) Ltd 0.02% No change 26,026 $526K
Arkadios Wealth Advisors 0.01% Add +0.6% 25,540 $516K
Integrated Wealth Concepts LLC 0.00% Add +1.3% 25,520 $516K
Firethorn Wealth Partners, LLC 0.20% Add +3.8% 25,514 $516K
Garner Asset Management Corp 0.21% Add +9.8% 25,414 $514K
Cadent Capital Advisors, LLC 0.13% New 25,118 $508K
Shay Capital LLC 0.09% New 25,000 $505K
Virtus Advisers, LLC 0.28% New 24,950 $504K
Frank, Rimerman Advisors LLC 0.03% Add +60.2% 24,937 $504K
Orion Porfolio Solutions, LLC 0.00% Add +20.4% 24,459 $494K
HBK Sorce Advisory LLC 0.01% Add +6.3% 23,518 $489K
Sigma Planning Corp 0.01% Add +1.5% 24,090 $487K
Koshinski Asset Management, Inc. 0.03% New 24,050 $486K
Wedbush Securities Inc. 0.02% Reduce -0.6% 23,997 $485K
E. Ohman J:or Asset Management AB 0.01% No change 23,975 $485K
KG Capital Management 0.13% Reduce -52.0% 23,063 $466K
StoneX Group Inc. 0.02% New 22,259 $465K
Board of the Pension Protection Fund 0.45% Add +710.7% 22,700 $459K
United Capital Financial Advisors, LLC 0.00% New 22,489 $454K
Allstate Corp. 0.01% New 22,485 $454K
Merit Financial Group, LLC 0.00% Reduce -11.3% 22,052 $446K
Tandem Financial, LLC 0.17% Reduce -13.2% 21,279 $445K
O'shaughnessy Asset Management, LLC 0.00% Reduce -7.3% 21,978 $444K
Ieq Capital, LLC 0.00% Add +105.5% 21,780 $440K
Atria Investments, Inc 0.01% Add +13.1% 21,765 $440K
Oder Investment Management, LLC 0.31% Reduce -0.6% 21,655 $438K
Wedmont Private Capital 0.02% Add +0.4% 20,967 $432K
Quadcap Wealth Management, LLC 0.05% Add +4.2% 21,216 $429K
LVZ, Inc. 0.05% Reduce -7.0% 20,968 $424K
International Assets Investment Management, LLC 0.03% No change 22,242 $423K
Kingsview Wealth Management, LLC 0.01% New 20,783 $420K
Freestone Grove Partners LP 0.00% Reduce -83.2% 20,570 $416K
Investor's Fiduciary Advisor Network, LLC 0.14% New 20,276 $409K
Janus Henderson Group PLC 0.00% Reduce -25.6% 20,213 $409K
Farringdon Capital, Ltd. 0.10% New 20,068 $406K
PARK CIRCLE Co 0.35% No change 20,000 $404K
Squarepoint Ops LLC 0.00% New 19,945 $403K
Beacon Financial Advisory LLC 0.09% Reduce -1.4% 19,853 $401K
Boxwood Ventures, Inc. 0.45% Add +24.3% 19,150 $400K
Aspire Private Capital, LLC 0.09% Reduce -9.2% 19,810 $400K
Nations Financial Group Inc, /Ia/ 0.02% No change 19,725 $399K
Fermata Advisors, LLC 0.10% Reduce -1.9% 19,490 $394K
Cresset Asset Management, LLC 0.00% Add +5.2% 18,790 $393K
Royal London Asset Management Ltd. 0.00% Reduce -94.2% 19,438 $393K
WMG Financial Advisors, LLC 0.13% No change 18,975 $383K
Wesbanco Bank Inc. 0.01% Reduce -0.0% 18,910 $382K
Shelton Capital Management 0.01% No change 18,910 $382K
Summit Securities Group LLC 0.12% Add +180.6% 18,800 $380K
Ritholtz Wealth Management 0.01% Reduce -19.1% 18,681 $378K
Praxis Investment Management Inc. 0.02% No change 18,290 $370K
Guidance Point Advisors, LLC 0.09% Add +3.3% 18,223 $368K
Keybank National Association 0.00% Reduce -0.0% 18,098 $366K
Compound Planning, Inc. 0.01% Add +11.0% 18,044 $365K
OMERS ADMINISTRATION Corp 0.00% No change 17,978 $363K
Boothbay Fund Management, LLC 0.01% New 17,960 $363K
White Lighthouse Investment Management Inc. 0.05% Add +2.5% 17,647 $357K
Balefire, LLC 0.07% Reduce -3.0% 17,351 $351K
IHT Wealth Management, LLC 0.01% New 17,109 $346K
Old National Bancorp 0.01% Reduce -3.1% 17,001 $344K
ShoreHaven Wealth Partners, LLC 0.13% No change 17,000 $344K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +3.8% 16,789 $339K
ASR Vermogensbeheer N.V. 0.00% Reduce -1.1% 16,779 $339K
M&T Bank Corp 0.00% Reduce -26.8% 16,735 $338K
Apollon Wealth Management, LLC 0.01% Add +3.5% 16,638 $336K
Jupiter Wealth Management LLC 0.16% No change 16,621 $336K
Geneos Wealth Management Inc. 0.01% Reduce -13.1% 16,399 $331K
Cwm, LLC 0.00% Add +32.1% 16,265 $329K
New Age Alpha Advisors, LLC 0.01% Add +164.3% 15,924 $322K
B. Metzler seel. Sohn & Co. AG 0.00% No change 15,890 $321K
Summit Trail Advisors, LLC 0.00% Add +7.8% 15,273 $319K
Empowered Funds, LLC 0.00% Add +6.5% 15,672 $317K
Retirement Solution LLC 0.08% New 15,618 $316K
STRS Ohio 0.00% Reduce -87.9% 15,363 $310K
Solstein Capital, LLC 0.14% New 15,360 $310K
Susquehanna International Group, LLP 0.00% Reduce -98.1% 15,320 $310K
Moloney Securities Asset Management, LLC 0.04% Add +0.4% 15,278 $309K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +7.2% 15,263 $308K
Wealthfront Advisers LLC 0.00% Reduce -3.1% 15,199 $307K
Flagship Harbor Advisors, LLC 0.01% Add +3.9% 15,063 $304K
Madison Park Capital Advisors, LLC 0.25% No change 15,056 $304K
Gilman Hill Asset Management, LLC 0.05% Add +30.4% 15,000 $303K
Fifth Third Wealth Advisors LLC 0.01% No change 14,933 $302K
Steward Partners Investment Advisory, LLC 0.00% Add +16.7% 14,920 $302K
Evergreen Capital Management LLC 0.01% New 14,404 $301K
Arax Advisory Partners 0.00% Add +178.7% 14,830 $300K
Cedar Wealth Management, LLC 0.09% No change 14,715 $297K
One Wealth Map LLC 0.16% Reduce -1.3% 13,704 $297K
Welch Group, LLC 0.01% No change 14,671 $297K
Longboard Asset Management, LP 0.47% New 14,503 $293K
Townsquare Capital LLC 0.04% Reduce -25.4% 14,456 $292K
NWF Advisory Services Inc. 0.03% Add +7.5% 14,394 $291K
Prosperity Wealth Management, Inc. 0.10% New 14,359 $290K
Stratos Wealth Partners, LTD. 0.00% Reduce -1.7% 14,332 $290K
Carnegie Investment Counsel 0.01% New 14,325 $290K
Profund Advisors LLC 0.01% Add +17.6% 14,323 $289K
Edgewood Management LLC 0.00% No change 14,000 $283K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +9.9% 13,503 $273K
Magnus Financial Group LLC 0.02% Add +0.1% 13,233 $267K
RS Crum Inc. 0.06% No change 13,144 $266K
Fifth Third Bancorp 0.00% Add +43.0% 13,066 $264K
FORA Capital, LLC 0.05% New 12,903 $261K
GTS Securities LLC 0.01% New 12,891 $261K
Armstrong Advisory Group, Inc. 0.02% Add +5.1% 12,724 $257K
Ausdal Financial Partners, Inc. 0.01% New 12,701 $257K
Kingstone Capital Partners Texas, LLC 0.15% Add +12.0% 12,676 $256K
Covestor Ltd 0.14% Add +8.9% 12,623 $255K
Foundations Investment Advisors, LLC 0.00% Add +2.9% 12,458 $252K
Valeo Financial Advisors, LLC 0.01% Add +23.8% 12,387 $250K
Fisher Asset Management 0.00% New 12,308 $249K
Northwestern Mutual Wealth Management Co. 0.00% Add +107.6% 12,277 $248K
Elevate Capital Advisors, LLC 0.17% New 12,232 $247K
Prime Capital Investment Advisors, LLC 0.00% Add +6.0% 12,230 $247K
Clark Asset Management, LLC 0.03% Add +0.2% 12,225 $247K
Personal Cfo Solutions, LLC 0.04% New 12,181 $246K
First Affirmative Financial Network 0.12% New 12,109 $245K
Schnieders Capital Management, Llc. 0.04% — 11,777 $238K
Accel Wealth Management 0.07% New 11,757 $238K
Bridgefront Capital, LLC 0.07% Reduce -49.6% 11,643 $235K
Wealthcare Advisory Partners LLC 0.00% Reduce -3.0% 11,521 $233K
Annex Advisory Services, LLC 0.00% New 11,424 $231K
Ascent Group, LLC 0.01% New 11,349 $229K
Garden State Investment Advisory Services LLC 0.06% Add +0.4% 11,314 $229K
MAI Capital Management 0.00% Add +16.7% 11,293 $228K
AXA Investment Managers S.A. 0.00% — 11,190 $226K
Rafferty Asset Management, LLC 0.00% Add +5.3% 11,093 $224K
Next Level Private LLC 0.06% Add +3.2% 10,854 $222K
Vestcor Inc 0.01% No change 10,765 $218K
Mission Wealth Management, LP 0.00% New 10,754 $217K
Meiji Yasuda Life Insurance Co 0.01% New 10,739 $217K
Wernau Asset Management Inc. 0.22% Add +0.3% 10,621 $215K
Fortis Capital Advisors, LLC 0.03% Reduce -0.5% 10,589 $214K
Seeds Investor LLC 0.04% New 10,550 $213K
OneDigital Investment Advisors LLC 0.00% Add +4.3% 10,530 $213K
DRW Securities, LLC 0.01% New 10,203 $212K
Dynamic Advisor Solutions LLC 0.01% New 10,470 $212K
Signaturefd, LLC 0.00% Add +33.2% 10,431 $211K
AA Financial Advisors, LLC 0.04% Reduce -4.1% 10,382 $210K
First Heartland Consultants, Inc. 0.02% New 10,374 $210K
Diversify Advisory Services, LLC 0.01% Reduce -13.0% 9,819 $209K
Paragon Capital Management Ltd 0.04% Reduce -2.6% 10,311 $208K
GWN Securities Inc. 0.05% Reduce -8.4% 10,297 $208K
IFG Advisory, LLC 0.01% Reduce -6.0% 10,155 $205K
Aptus Capital Advisors, LLC 0.00% Reduce -12.5% 10,044 $203K
One Charles Private Wealth Services, LLC 0.05% Add +0.4% 10,037 $203K
Coastwise Capital Group, LLC 0.14% Reduce -6.3% 10,004 $202K
RBF Capital, LLC 0.01% New 10,000 $202K
Private Trust Co. NA 0.02% No change 9,944 $201K
Lido Advisors, LLC 0.00% New 9,499 $200K
Royal Capital Wealth Management, LLC 0.12% New 9,900 $200K
Harbour Investments, Inc. 0.00% Add +35.1% 9,699 $196K
Hantz Financial Services, Inc. 0.00% Add +138.3% 9,659 $195K
IFP Advisors, Inc 0.00% Add +1.4% 8,894 $180K
Spire Wealth Management 0.01% Add +9.3% 8,481 $171K
Siemens Fonds Invest GmbH 0.01% Add +12.9% 8,410 $170K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -37.5% 8,003 $167K
Medallion Wealth Advisors, LLC 0.06% Reduce -3.3% 7,820 $158K
Quarry LP 0.04% Add +471.8% 7,205 $146K
GAMMA Investing LLC 0.01% Add +55.5% 7,093 $143K
EverSource Wealth Advisors, LLC 0.01% Add +8.9% 6,813 $138K
FNY Investment Advisers, LLC 0.04% Reduce -17.9% 6,400 $129K
Jones Financial Companies LLLP 0.00% Add +16.9% 5,673 $119K
UMB Bank, n.a. 0.00% Add +7.8% 5,794 $117K
Raleigh Capital Management Inc. 0.04% Reduce -2.3% 5,493 $111K
Golden State Wealth Management, LLC 0.01% No change 5,407 $109K
Montag A & Associates Inc. 0.01% Add +78.1% 5,153 $108K
Toth Financial Advisory Corp. 0.01% No change 5,100 $103K
Icon Wealth Advisors, LLC 0.01% New 5,060 $102K
Parkside Financial Bank & Trust 0.01% Add +1304.0% 4,942 $100K
WFA of San Diego, LLC 0.07% No change 4,750 $96K
Clearstead Advisors, LLC 0.00% Add +10.9% 4,596 $93K
Huntington National Bank 0.00% Reduce -44.8% 4,306 $87K
Friedenthal Financial 0.04% New 4,188 $85K
CI Investments Inc. 0.00% Add +39.8% 4,171 $84K
Capital Analysts, LLC 0.00% No change 4,048 $82K
Vision Financial Markets LLC 0.06% Reduce -13.8% 3,750 $76K
Larson Financial Group LLC 0.00% Add +72.2% 3,717 $75K
Creative Financial Designs Inc. 0.00% Add +15.9% 3,398 $69K
CX Institutional 0.00% New 3,325 $67K
McIlrath & Eck, LLC 0.01% Add +3.2% 3,232 $65K
Redmont Wealth Advisors LLC 0.08% No change 2,937 $59K
CIBC Private Wealth Group LLC 0.00% Add +23.9% 2,859 $58K
Tsfg, LLC 0.01% Add +2.9% 2,803 $57K
Assetmark, Inc. 0.00% Add +16.9% 2,818 $57K
Cullen/Frost Bankers, Inc. 0.00% Reduce -13.5% 2,798 $57K
Mather Group, Llc. 0.00% New 2,745 $55K
Salem Investment Counselors Inc. 0.00% No change 2,523 $53K
Transamerica Financial Advisors, LLC 0.00% New 2,455 $51K
Smartleaf Asset Management LLC 0.00% Add +9.7% 2,440 $51K
Sound Income Strategies, LLC 0.00% New 2,442 $51K
Rothschild Investment LLC 0.00% Add +1.9% 2,497 $50K
Bessemer Group Inc. 0.00% Add +91.1% 2,408 $49K
AlphaQuest LLC 0.00% New 2,206 $45K
Aventura Private Wealth, LLC 0.02% No change 2,029 $41K
Hazlett, Burt & Watson, Inc. 0.01% No change 2,000 $40K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 2,000 $40K
Atlantic Union Bankshares Corp 0.00% Add +273.4% 1,867 $38K
Murphy & Mullick Capital Management Corp 0.03% Add +1.7% 1,724 $36K
Ameritas Advisory Services, LLC 0.00% Reduce -85.0% 1,769 $36K
GHP Investment Advisors, Inc. 0.00% No change 1,750 $35K
MCF Advisors LLC 0.00% Add +41.6% 1,688 $35K
North Star Investment Management Corp. 0.00% No change 1,625 $33K
Gould Capital, LLC 0.02% Add +1.3% 1,624 $33K
Ascentis Wealth Management, LLC 0.01% No change 1,621 $33K
Evolution Wealth Management Inc. 0.03% Add +3.4% 1,576 $32K
Boreal Capital Management LLC 0.03% No change 1,500 $31K
Wilmington Savings Fund Society, FSB 0.00% No change 1,530 $31K
Delos Wealth Advisors, LLC 0.02% No change 1,503 $30K
First United Bank & Trust 0.01% No change 1,440 $29K
Ogorek Anthony Joseph /NY/ 0.01% Add +11.6% 1,429 $28K
PEAK6 LLC 0.00% Reduce -99.1% 1,332 $27K
Financial Gravity Asset Management, Inc. 0.01% — 1,312 $27K
Gen-Wealth Partners Inc 0.01% No change 1,290 $26K
Inlight Wealth Management, LLC 0.01% No change 1,250 $25K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -12.7% 1,200 $25K
Tradewinds Capital Management, LLC 0.01% No change 1,200 $24K
CoreCap Advisors, LLC 0.00% No change 1,134 $23K
Hollencrest Capital Management 0.00% No change 1,125 $23K
Lanark Financial, Inc. 0.00% No change 1,113 $22K
Altshuler Shaham Ltd 0.00% Add +17.2% 1,090 $22K
Rise Advisors, LLC 0.01% Add +3.3% 1,056 $21K
Deseret Mutual Benefit Administrators 0.01% No change 1,047 $21K
Future Financial Wealth Managment LLC 0.01% No change 1,000 $20K
AllSquare Wealth Management LLC 0.01% Add +2.1% 967 $20K
Transce3nd, LLC 0.17% Reduce -98.6% 964 $19K
West Branch Capital LLC 0.00% Add +2.2% 852 $17K
Salomon & Ludwin, LLC 0.00% New 810 $17K
Versant Capital Management, Inc 0.00% No change 824 $17K
Raiffeisen Bank International AG 0.00% Add +653.4% 776 $16K
Financial Connections Group, Inc. 0.01% No change 822 $16K
Kozak & Associates, Inc. 0.00% Reduce -0.1% 743 $16K
Rakuten Investment Management, Inc. 0.00% — 333 $16K
Monetary Management Group Inc. 0.00% No change 750 $15K
City Holding Co. 0.00% New 750 $15K
Princeton Global Asset Management LLC 0.00% Add +3.4% 724 $15K
Asset Dedication, LLC 0.00% No change 655 $13K
Fourth Dimension Wealth, LLC 0.01% No change 650 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.9% 634 $13K
Broadwater Capital Management LLC 0.01% Reduce -94.7% 610 $12K
Ameriflex Group, Inc. 0.00% Reduce -86.8% 600 $12K
JTC Employer Solutions Trustee Ltd 0.00% No change 605 $12K
Eastern Bank 0.00% Add +675.7% 574 $12K
Mark Sheptoff Financial Planning, LLC 0.01% No change 550 $11K
Evermay Wealth Management LLC 0.00% No change 500 $10K
Meeder Asset Management Inc. 0.00% New 512 $10K
Bogart Wealth, LLC 0.00% Reduce -79.7% 504 $10K
Legacy Wealth Managment, LLC 0.00% No change 500 $10K
Bank of New Hampshire 0.00% No change 500 $10K
Tompkins Financial Corp. 0.00% Reduce -37.5% 500 $10K
Beaird Harris Wealth Management, LLC 0.00% No change 500 $10K
Centerpoint Advisors, LLC 0.00% No change 500 $10K
Essential Partners LLC 0.00% Add +407.2% 492 $10K
Farmers & Merchants Investments Inc. 0.00% Add +3.3% 475 $10K
JNBA Financial Advisors 0.00% Reduce -38.4% 437 $9K
Financial Network Wealth Advisors LLC 0.01% No change 436 $9K
Caldwell Sutter Capital, Inc. 0.00% Add +28.0% 425 $9K
SWAN Capital LLC 0.00% No change 408 $8K
Clearstead Trust, LLC 0.00% No change 407 $8K
Private Wealth Asset Management, LLC 0.00% New 400 $8K
HM Payson & Co. 0.00% No change 400 $8K
VSM Wealth Advisory, LLC 0.00% Add +14.8% 388 $8K
Key Financial Inc 0.00% Add +6.3% 373 $8K
Hilltop National Bank 0.00% No change 375 $8K
Coston, McIsaac & Partners 0.00% Add +3.2% 352 $7K
Resources Management Corp. /CT/ 0.00% No change 337 $7K
TD Private Client Wealth LLC 0.00% Add +2.2% 326 $7K
ORG Partners LLC 0.00% Add +561.7% 311 $6K
Truvestments Capital LLC 0.00% No change 300 $6K
LRI Investments, LLC 0.00% No change 289 $6K
Edmond DE Rothschild Holding S.A. 0.00% New 285 $6K
Ransom Advisory, Ltd 0.00% No change 275 $6K
High Note Wealth, LLC 0.00% Add +7.2% 267 $5K
JPL Wealth Management, LLC 0.00% New 264 $5K
Quent Capital, LLC 0.00% New 262 $5K
Nova Wealth Management, Inc. 0.00% No change 259 $5K
Westend Capital Management, LLC 0.00% No change 253 $5K
Mascoma Wealth Management LLC 0.00% No change 250 $5K
Creekmur Asset Management LLC 0.00% No change 250 $5K
Webster Bank, N. A. 0.00% No change 250 $5K
Alerus Financial NA 0.00% Reduce -72.2% 250 $5K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 250 $5K
Guerra Advisors Inc 0.00% New 232 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -44.2% 220 $4K
WPG Advisers, LLC 0.00% Add +29.8% 205 $4K
Bare Financial Services, Inc 0.00% Add +7.2% 193 $4K
Investors Research Corp 0.00% No change 187 $4K
First Command Advisory Services, Inc. 0.00% No change 187 $4K
GPS Wealth Strategies Group, LLC 0.00% No change 185 $4K
Retirement Wealth Solutions LLC 0.00% New 180 $4K
Harbor Investment Advisory, LLC 0.00% No change 177 $4K
N.E.W. Advisory Services LLC 0.00% No change 160 $3K
Fortitude Family Office, LLC 0.00% No change 158 $3K
CENTRAL TRUST Co 0.00% No change 150 $3K
Avion Wealth 0.00% No change 192 $3K
Archer Investment Corp 0.00% No change 148 $3K
Pittenger & Anderson Inc. 0.00% New 138 $3K
Wolff Wiese Magana LLC 0.00% No change 137 $3K
Palisade Asset Management, LLC 0.00% New 125 $3K
Country Trust Bank 0.00% No change 125 $3K
Ancora Advisors LLC 0.00% New 125 $3K
Bell Investment Advisors, Inc 0.00% Reduce -35.4% 115 $2K
Blue Trust, Inc. 0.00% New 115 $2K
AdvisorNet Financial, Inc 0.00% No change 113 $2K
MTM Investment Management, LLC 0.00% No change 112 $2K
Sachetta, LLC 0.00% New 106 $2K
Painted Porch Advisors LLC 0.00% No change 100 $2K
Cromwell Holdings LLC 0.00% No change 95 $2K
New England Capital Financial Advisors LLC 0.00% Add +3.5% 90 $2K
Root Financial Partners, LLC 0.00% New 88 $2K
Rossby Financial, LCC 0.00% New 74 $2K
Trust Co. of Vermont 0.00% Reduce -76.9% 75 $2K
Godsey & Gibb, Inc. 0.00% No change 72 $1K
Tortoise Investment Management, LLC 0.00% Add +28.9% 67 $1K
True Wealth Design, LLC 0.00% Add +51.2% 65 $1K
Prestige Wealth Management Group LLC 0.00% No change 61 $1K
Hurley Capital, LLC 0.00% Reduce -87.2% 55 $1K
Costello Asset Management, INC 0.00% No change 50 $1K
Valley National Advisers Inc. 0.00% New 50 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 44 $889
Pin Oak Investment Advisors Inc. 0.00% Reduce -95.4% 41 $857
Hoey Investments, Inc. 0.00% No change 41 $829
Halbert Hargrove Global Advisors, LLC 0.00% New 40 $809
Innovative Advisory Group, LLC 0.00% No change 37 $748
Fortis Group Advisors, LLC 0.00% No change 34 $687
Financial Consulate, Inc. 0.00% New 32 $647
Hughes Financial Services, LLC 0.00% No change 28 $608
Private Wealth Management Group, LLC 0.00% No change 30 $607
SouthState Bank Corp 0.00% No change 29 $587
Smallwood Wealth Investment Management, LLC 0.00% No change 28 $565
Rialto Wealth Management, LLC 0.00% No change 26 $526
Flagship Wealth Advisors, LLC 0.00% New 26 $525
Raffa Wealth Management, LLC 0.00% No change 26 $525
Stephens Consulting, LLC 0.00% Reduce -60.9% 25 $506
Stone House Investment Management, LLC 0.00% New 21 $424
Strategic Investment Solutions, Inc. 0.00% No change 18 $369
Bruce G. Allen Investments, LLC 0.00% No change 14 $283
City State Bank 0.00% No change 12 $243
Main Street Group, LTD 0.00% Add +10.0% 11 $215
IMA Advisory Services, Inc. 0.00% No change 8 $167
MV Capital Management, Inc. 0.00% No change 7 $142
Physician Wealth Advisors, Inc. 0.00% No change 7 $142
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $142
DecisionPoint Financial, LLC 0.00% No change 4 $83
Cornerstone Planning Group LLC 0.00% New 3 $62
Strategic Wealth Partners, Ltd. 0.00% No change 1 $20
Wealth Watch Advisors, INC 0.00% New 1 $20
New Millennium Group LLC 0.00% New 1 $17
Capital Advisors, Ltd. LLC 0.00% No change 2 $0
Cloud Capital Management, LLC 0.00% New 8 $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.