Realty IncomeO

13F holders, Q1 2024 (March 31)
1,188holders
7famous investors
$54.13avg. 13F price*

At the end of Q1 2024, 1,188 institutions reported holding Realty Income Corp. (O) in their 13F filings. The largest holders were Vanguard Group Inc. ($7.3B), BlackRock Inc. ($4.4B) and State Street Corp. ($3.3B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Realty Income Corp.
Sector
Real Estate
CUSIP
756109104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions130$534.1M
Exits98$268.1M

Ownership 1,188 holders

Vanguard Group Inc. 0.14% Add +18.3% 134,768,614 $7.3B
BlackRock Inc. 0.10% Add +16.0% 81,616,252 $4.4B
State Street Corp. 0.15% Add +0.8% 60,819,186 $3.3B
Cohen & Steers, Inc. 4.54% Reduce -5.4% 40,042,306 $2.2B
Geode Capital Management, LLC 0.11% Add +20.1% 21,148,794 $1.1B
Bank of America Corp. 0.08% Add +1.2% 15,875,324 $858.9M
Morgan Stanley 0.05% Add +0.5% 12,119,982 $655.7M
Norges Bank 0.10% Add +32.8% 11,717,890 $633.9M
JPMorgan Chase & Co. 0.06% Add +49.4% 11,543,951 $624.5M
Dimensional Fund Advisors LP 0.17% Add +18.1% 11,268,240 $609.6M
Invesco Ltd. 0.13% Reduce -4.0% 11,175,181 $604.6M
Legal & General Group Plc 0.16% Add +11.5% 10,519,466 $569.1M
Daiwa Securities Group Inc. 2.86% Add +2.2% 9,214,683 $498.5M
Northern Trust Corp. 0.08% Add +6.8% 8,907,107 $481.9M
Charles Schwab Investment Management Inc. 0.11% Add +17.6% 8,844,799 $478.5M
APG Asset Management US Inc. 2.60% Add +2.4% 8,415,325 $449.9M
Resolution Capital Ltd 6.56% Add +10.1% 6,775,971 $366.6M
Centersquare Investment Management LLC 4.22% Add +14.9% 6,824,420 $365.4M
FMR LLC 0.02% Add +221.8% 6,343,442 $343.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +15.5% 6,164,774 $333.5M
Parnassus Investments, LLC 0.70% New 6,037,163 $326.6M
Bank of New York Mellon Corp 0.06% Add +11.9% 6,017,618 $325.6M
CBRE Investment Management Listed Real Assets LLC 5.95% Add +172.2% 5,910,614 $319.8M
Wells Fargo & Company 0.07% Add +10.2% 4,880,682 $264.0M
Nuveen Asset Management, LLC 0.07% Add +24.0% 4,487,373 $243.0M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +11.4% 4,424,346 $239.4M
American Century Companies Inc. 0.15% Reduce -18.7% 4,255,350 $230.2M
UBS Group AG 0.06% Add +82.3% 3,530,476 $191.0M
Rush Island Management, LP 16.27% Add +3.4% 3,457,301 $187.0M
California Public Employees Retirement System 0.13% Add +6.4% 3,409,244 $184.4M
Bahl & Gaynor LLC 1.03% Add +4.2% 3,405,973 $184.3M
Sei Investments Co. 0.27% Add +18.4% 3,392,395 $183.5M
Prudential Financial Inc. 0.25% Add +18.1% 3,283,683 $177.6M
ProShare Advisors LLC 0.46% Reduce -2.0% 3,229,495 $174.7M
HSBC Holdings PLC 0.12% Add +68.7% 3,148,733 $170.3M
Scharf Investments, LLC 3.99% Add +4.7% 2,724,893 $147.4M
Duff & Phelps Investment Management Co. 1.73% Reduce -1.6% 2,673,233 $144.6M
Ameriprise Financial Inc. 0.04% Reduce -28.9% 2,640,171 $142.2M
Russell Investments Group, Ltd. 0.22% Add +1.7% 2,542,781 $137.6M
Royal Bank of Canada 0.03% Add +11.8% 2,530,736 $136.9M
Swiss National Bank 0.09% Add +12.4% 2,491,094 $134.8M
Goldman Sachs Group Inc. 0.03% Add +9.5% 2,336,470 $126.4M
Lasalle Investment Management Securities LLC 5.02% Add +10.7% 2,251,523 $121.8M
Macquarie Group Ltd. 0.14% Add +15.8% 2,209,342 $119.5M
Principal Financial Group Inc. 0.07% Reduce -55.6% 2,198,534 $118.9M
Envestnet Asset Management Inc. 0.04% Add +12.5% 2,086,822 $112.9M
PGGM Investments 1.58% Add +17.7% 2,017,028 $109.1M
Alliancebernstein L.P. 0.04% Add +57.4% 1,962,658 $106.2M
Raymond James & Associates 0.07% Add +56.0% 1,906,098 $103.1M
Nomura Asset Management Co. Ltd. 0.35% Add +16.7% 1,772,195 $95.9M
National Pension Service 0.11% Add +13.5% 1,703,131 $92.1M
Asset Management One Co., Ltd. 0.35% Add +12.8% 1,677,668 $90.8M
LPL Financial LLC 0.05% Add +20.5% 1,658,991 $89.8M
Rhumbline Advisers 0.08% Add +13.2% 1,627,096 $88.0M
Barclays PLC 0.04% Reduce -0.4% 1,623,394 $87.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +27.8% 1,616,697 $87.5M
Canada Pension Plan Investment Board 0.09% Reduce -15.6% 1,599,607 $86.5M
CANADA LIFE ASSURANCE Co 0.17% Add +10.7% 1,535,475 $83.1M
Public Employees Retirement System of Ohio 0.32% Add +12.1% 1,505,967 $81.5M
Aew Capital Management L P 3.81% Add +201.1% 1,443,128 $78.1M
Deutsche Bank AG 0.04% Reduce -34.1% 1,393,300 $75.4M
Federated Hermes, Inc. 0.17% Add +38.8% 1,384,709 $74.9M
Aberdeen Group plc 0.14% Add +9.0% 1,283,638 $69.4M
California State Teachers Retirement System 0.09% Add +14.7% 1,249,092 $67.6M
Citigroup Inc. 0.07% Add +50.1% 1,219,351 $66.0M
BNP Paribas Financial Markets 0.08% Add +62.8% 1,200,437 $64.9M
Nan Shan Life Insurance Co., Ltd. 1.53% Add +62.5% 1,200,173 $64.9M
Citadel Advisors 0.06% Add +227.0% 1,177,521 $63.7M
Northwestern Mutual Wealth Management Co. 0.06% Add +7.8% 1,150,231 $62.2M
T. Rowe Price Associates Inc. 0.01% Add +17.8% 1,131,375 $61.2M
Credit Suisse AG/ 0.06% Add +8.5% 1,100,734 $59.5M
Neuberger Berman Group LLC 0.05% Reduce -2.2% 1,015,713 $55.0M
Stifel Financial Corp. 0.06% Add +19.6% 1,006,312 $54.4M
Amundi 0.02% Add +13.6% 1,045,519 $54.4M
Cetera Investment Advisers 0.12% Add +410.7% 951,335 $51.5M
Truist Financial Corp. 0.08% Add +14.8% 945,870 $51.2M
Epoch Investment Partners, Inc. 0.22% Reduce -13.1% 933,844 $50.5M
Bank of Montreal 0.02% Add +6.9% 914,484 $49.2M
Brookfield Corp 0.29% Add +124.2% 906,325 $49.0M
Franklin Resources Inc. 0.01% Add +7.1% 861,360 $46.6M
Capstone Investment Advisors, LLC 1.59% Reduce -44.9% 852,301 $46.1M
Adage Capital Partners Gp, L.L.C. 0.08% Add +16.0% 815,700 $44.1M
State Board of Administration of Florida Retirement System 0.10% Reduce -5.1% 661,399 $41.9M
Victory Capital Management Inc. 0.04% Add +0.5% 768,854 $41.6M
Ceredex Value Advisors LLC 0.72% Reduce -4.8% 752,600 $40.9M
Allianz Asset Management GmbH 0.07% Add +10.0% 713,743 $38.6M
New York State Teachers Retirement System 0.08% Add +8.4% 706,036 $38.2M
Vest Financial, LLC 0.96% Add +23.9% 669,938 $36.2M
New York State Common Retirement Fund 0.05% Add +1.1% 660,697 $35.7M
Manufacturers Life Insurance Company, The 0.03% Add +2.9% 591,224 $32.0M
Presima Securities ULC 7.39% Reduce -0.9% 587,303 $31.8M
Retirement Systems of Alabama 0.12% Add +4.4% 565,334 $30.6M
Osaic Holdings, Inc. 0.07% Reduce -12.1% 550,508 $29.8M
Rockefeller Capital Management L.P. 0.09% Add +18.6% 546,901 $29.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +21.6% 545,827 $29.5M
STRS Ohio 0.12% Add +13.1% 541,523 $29.3M
Commonwealth Equity Services, LLC 0.05% Add +12.7% 524,047 $28.4M
Janney Montgomery Scott LLC 0.08% Add +9.8% 513,703 $27.8M
Heitman Real Estate Securities LLC 1.57% Reduce -9.5% 509,727 $27.6M
State of Alaska, Department of Revenue 0.31% Add +13.3% 508,990 $27.5M
Employees Retirement System of Texas 0.30% Add +42.5% 503,183 $27.2M
Resona Asset Management Co.,Ltd. 0.16% — 502,929 $27.2M
DekaBank Deutsche Girozentrale 0.05% Add +3.9% 509,300 $27.2M
Abn Amro Investment Solutions 0.47% New 499,325 $27.0M
Pictet Asset Management Holding SA 0.03% Add +15.9% 494,039 $26.7M
State of Wisconsin Investment Board 0.07% Add +18.6% 490,763 $26.6M
Cambridge Investment Research Advisors, Inc. 0.10% Add +3.1% 482,997 $26.1M
State of New Jersey Common Pension Fund D 0.08% Add +15.2% 470,064 $25.4M
AXA S.A. 0.08% Add +0.8% 468,686 $25.4M
Chevy Chase Trust Holdings, LLC 0.08% Add +13.9% 460,736 $24.9M
Danske Bank A/S 0.08% — 456,897 $24.7M
Ranger Global Real Estate Advisors, LLC 4.82% Add +317.0% 185,361 $24.1M
Nisa Investment Advisors, LLC 0.16% Add +7.3% 438,959 $23.9M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +8.6% 432,111 $23.4M
Marshall Wace, LLP 0.04% Add +79.6% 416,100 $22.5M
Korea Investment CORP 0.06% Reduce -3.4% 403,577 $21.8M
Treasurer of the State of North Carolina 0.09% Add +15.6% 382,382 $20.7M
Sabal Trust CO 1.19% Add +1.9% 378,585 $20.5M
TD Asset Management Inc 0.02% Add +15.1% 377,469 $20.4M
Susquehanna International Group, LLP 0.03% Reduce -10.3% 365,005 $19.7M
Millennium Management 0.02% Reduce -58.2% 364,510 $19.7M
Van Eck Associates Corp. 0.03% Add +28.2% 362,648 $19.6M
Lighthouse Investment Partners, LLC 1.14% Add +125.0% 360,000 $19.5M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -2.4% 353,064 $19.1M
Cibc World Markets Corp. 0.12% Add +2.8% 342,424 $18.5M
Waters Parkerson & Co., LLC 0.95% Add +8.9% 341,545 $18.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +18.2% 341,056 $18.5M
Meiji Yasuda Asset Management Co Ltd. 0.78% Add +729.3% 339,228 $18.4M
Cibc World Market Inc. 0.05% New 339,078 $18.3M
V3 Capital Management, L.P. 5.57% Reduce -22.3% 337,600 $18.3M
Royal London Asset Management Ltd. 0.04% Add +13.4% 332,050 $18.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +13.7% 329,984 $17.9M
Guggenheim Capital LLC 0.12% Add +10.6% 316,907 $17.1M
Handelsbanken Fonder AB 0.07% Reduce -13.3% 310,519 $16.8M
Calamos Advisors LLC 0.12% Add +143.9% 302,553 $16.4M
Foster Victor Wealth Advisors, LLC 1.48% Add +8.4% 311,239 $16.3M
Storebrand Asset Management As 0.05% Add +14.0% 296,900 $16.1M
MAI Capital Management 0.16% Add +10.3% 291,747 $15.8M
Susquehanna Portfolio Strategies, LLC 0.37% Add +194.9% 290,993 $15.7M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -27.5% 290,000 $15.7M
Gateway Investment Advisers LLC 0.18% Add +1029.3% 285,207 $15.4M
Community Bank of Raymore 7.16% Reduce -28.0% 281,961 $15.3M
Bradley Foster & Sargent Inc. 0.27% Add +135.5% 281,608 $15.2M
UniSuper Management Pty Ltd 0.14% Add +25.4% 266,828 $14.4M
Yousif Capital Management, LLC 0.16% Add +12.7% 265,828 $14.4M
Voya Investment Management LLC 0.02% Add +11.7% 264,709 $14.3M
Varma Mutual Pension Insurance Co 0.12% Add +395.4% 261,600 $14.2M
Van Lanschot Kempen Investment Management N.V. 0.17% Add +170.8% 251,608 $13.6M
Toronto Dominion Bank 0.02% Reduce -15.9% 248,519 $13.4M
Becker Capital Management Inc. 0.46% Add +5.3% 245,059 $13.3M
Castle Hook Partners LP 0.47% New 242,656 $13.1M
Natixis 0.07% New 241,930 $13.1M
Arizona State Retirement System 0.09% Add +19.7% 238,702 $12.9M
National Bank of Canada 0.02% Add +6.7% 231,736 $12.7M
CIBC Asset Management Inc 0.04% Add +14.8% 232,520 $12.6M
D.A. Davidson & Co. 0.11% Add +1.7% 231,457 $12.5M
State of Michigan Retirement System 0.07% Add +15.0% 227,848 $12.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +18.3% 227,804 $12.3M
Brookstone Capital Management 0.22% Reduce -9.1% 222,414 $12.0M
KCM Investment Advisors LLC 0.44% Add +0.3% 219,077 $11.9M
American International Group, Inc. 0.04% Add +14.6% 217,494 $11.8M
AQR Capital Management 0.02% Add +7.5% 215,200 $11.6M
Natixis Advisors, LLC 0.03% Add +48.3% 213,675 $11.6M
Eagle Asset Management Inc. 0.06% Add +31.3% 214,182 $11.5M
Sound Income Strategies, LLC 0.85% Add +9199.0% 209,785 $11.3M
Creative Planning 0.01% Add +50.2% 209,312 $11.3M
Uniplan Investment Counsel, Inc. 0.88% Reduce -2.7% 203,347 $11.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.35% Add +7.6% 203,119 $11.0M
Forsta Ap-Fonden 0.09% Add +34.7% 200,400 $10.8M
Nissay Asset Management Corp. /Japan 0.07% Add +18.4% 200,024 $10.8M
Trust Co. of Vermont 0.59% Add +14.9% 195,458 $10.6M
MetLife Investment Management, LLC 0.07% Add +10.8% 194,723 $10.5M
State of Tennessee, Department of Treasury 0.04% Add +15.6% 193,526 $10.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +27.2% 182,159 $10.3M
Marex Group Ltd 0.33% Add +9.9% 188,148 $10.2M
HighTower Advisors, LLC 0.02% Add +28.0% 186,984 $10.1M
Mariner, LLC 0.02% Add +6.2% 183,674 $9.9M
Waterfront Capital Partners, LLC 0.92% New 183,000 $9.9M
Mizuho Markets Americas LLC 0.27% Add +100.1% 182,478 $9.9M
FIL Ltd 0.01% No change 180,733 $9.8M
Benjamin F. Edwards & Company, Inc. 0.18% Reduce -0.5% 179,422 $9.7M
Sit Investment Associates Inc. 0.22% Reduce -9.9% 178,719 $9.7M
Parallel Advisors, LLC 0.26% Add +0.9% 176,725 $9.6M
Thrivent Financial for Lutherans 0.02% Reduce -3.7% 174,715 $9.5M
Amalgamated Bank 0.08% Add +0.2% 174,679 $9.4M
Texas Permanent School Fund Corp. 0.07% Add +15.0% 171,916 $9.3M
Pensionfund PDN 4.82% Add +86.2% 166,370 $9.0M
Atria Wealth Solutions, Inc. 0.10% Add +12.2% 165,117 $9.0M
Systematic Financial Management LP 0.25% New 165,592 $9.0M
USS Investment Management Ltd 0.07% Add +13.2% 165,356 $8.9M
Huntington National Bank 0.10% Reduce -7.6% 164,068 $8.9M
Skba Capital Management LLC 1.36% Reduce -0.5% 160,822 $8.7M
IFM Investors Pty Ltd 0.09% Add +25.1% 160,573 $8.7M
OMERS ADMINISTRATION Corp 0.10% No change 160,400 $8.7M
Mercer Global Advisors Inc. 0.02% Add +41.6% 159,705 $8.7M
Edgemoor Investment Advisors, Inc. 0.82% Add +10.9% 159,076 $8.6M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +25.8% 158,188 $8.6M
Caption Management, LLC 0.93% New 156,200 $8.5M
Corient Private Wealth LP 0.02% Reduce -13.2% 156,157 $8.4M
LGT Group Foundation 0.20% Reduce -30.3% 155,340 $8.4M
Novare Capital Management LLC 0.75% Reduce -27.2% 153,929 $8.3M
Evergreen Capital Management LLC 0.31% Add +9.7% 148,634 $8.1M
KBC Group NV 0.03% Reduce -11.3% 148,671 $8.0M
Cinctive Capital Management LP 0.41% Add +27.5% 148,246 $8.0M
Wellington Management Group LLP 0.00% Add +13.9% 147,099 $8.0M
Czech National Bank 0.10% Add +15.4% 146,328 $7.9M
SG Americas Securities, LLC 0.04% Add +479.8% 146,265 $7.9M
Utah Retirement Systems 0.09% Add +14.7% 144,067 $7.8M
Core Alternative Capital 1.39% Reduce -7.1% 142,979 $7.7M
Baird Financial Group, Inc. 0.02% Reduce -1.0% 142,507 $7.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +14.0% 141,353 $7.6M
Allworth Financial LP 0.05% Add +7.6% 140,661 $7.6M
Illinois Municipal Retirement Fund 0.11% Reduce -31.2% 137,395 $7.4M
Kestra Advisory Services, LLC 0.05% Add +160.2% 134,419 $7.3M
Mattern Capital Management, LLC 0.95% Add +12.5% 129,528 $7.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +24.9% 129,096 $7.0M
Sequoia Financial Advisors, LLC 0.09% Reduce -6.8% 128,643 $7.0M
WealthPlan Investment Management, LLC 1.06% Add +15.9% 128,623 $7.0M
US Bancorp \de 0.01% Add +6.7% 128,117 $6.9M
DNB Asset Management AS 0.04% Reduce -0.7% 127,849 $6.9M
Advisors Asset Management, Inc. 0.13% Reduce -18.6% 127,228 $6.9M
Manning & Napier Group, LLC 0.09% Add +11.6% 126,588 $6.8M
Jump Financial, LLC 0.19% Add +266.9% 125,545 $6.8M
Insight Folios Inc 2.71% Add +10.6% 123,522 $6.7M
Xponance LLC 0.07% Add +26.7% 121,079 $6.6M
Advisors Management Group Inc. 1.60% New 119,501 $6.5M
M&T Bank Corp 0.02% Add +16.0% 118,785 $6.4M
Public Employees Retirement Association of Colorado 0.03% Add +18.5% 118,761 $6.4M
Tredje AP-fonden 0.07% Add +329.0% 118,000 $6.4M
HRT Financial LP 0.04% New 117,219 $6.3M
Snowden Capital Advisors LLC 0.20% Add +43.4% 116,524 $6.3M
Robeco Institutional Asset Management B.V. 0.01% No change 116,685 $6.3M
Allstate Corp. 0.44% Add +11.7% 114,711 $6.2M
Mutual of America Capital Management LLC 0.07% Add +12.1% 114,589 $6.2M
New York Life Investment Management LLC 0.06% Add +9.9% 114,416 $6.2M
Bank of Nova Scotia 0.01% Add +14.4% 109,914 $5.9M
Squarepoint Ops LLC 0.02% Add +160.5% 109,348 $5.9M
Windle Wealth, LLC 3.76% Add +4.0% 109,083 $5.9M
Thompson Siegel & Walmsley LLC 0.09% No change 108,299 $5.9M
First Trust Advisors LP 0.01% Add +12.5% 108,183 $5.9M
Ziegler Capital Management, LLC 0.22% Add +0.9% 107,446 $5.8M
WealthPLAN Partners, LLC 0.60% Reduce -22.1% 106,941 $5.8M
Aviva PLC 0.02% Reduce -29.7% 106,181 $5.7M
Twin Tree Management, LP 0.13% Reduce -69.7% 106,174 $5.7M
Westwood Holdings Group Inc. 0.05% Add +1798.8% 106,102 $5.7M
FORA Capital, LLC 0.47% New 106,089 $5.7M
Canal Capital Management, LLC 0.95% New 104,359 $5.6M
Country Club Bank 0.40% Add +71.8% 103,871 $5.6M
Metis Global Partners, LLC 0.20% Add +14.8% 103,540 $5.6M
Pensionfund Sabic 1.66% Add +64.0% 103,238 $5.6M
TCV Trust & Wealth Management, Inc. 0.53% Reduce -3.7% 102,852 $5.6M
Wealthfront Advisers LLC 0.02% Add +8.2% 102,544 $5.5M
Pacer Advisors, Inc. 0.01% Reduce -7.8% 102,376 $5.5M
Janus Henderson Group PLC 0.00% Add +6.8% 102,180 $5.5M
LVM Capital Management Ltd. 0.65% Add +1.6% 102,122 $5.5M
ING Groep NV 0.04% Add +929.8% 99,960 $5.4M
GSI Capital Advisors LLC 3.18% Reduce -40.6% 99,912 $5.4M
Rafferty Asset Management, LLC 0.02% Add +2.6% 99,619 $5.4M
Telos Capital Management, Inc. 0.61% Add +4.2% 99,380 $5.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +21.7% 99,312 $5.4M
Miller Howard Investments Inc. 0.18% New 99,060 $5.4M
Public Sector Pension Investment Board 0.04% Add +13.0% 98,391 $5.3M
DAVENPORT & Co LLC 0.03% Add +9.9% 97,941 $5.3M
Holocene Advisors, LP 0.02% Reduce -39.2% 96,730 $5.2M
MML Investors Services, LLC 0.02% Add +14.9% 96,211 $5.2M
Schroder Investment Management Group 0.01% Add +7.2% 95,824 $5.2M
Stratos Wealth Partners, LTD. 0.09% Add +0.3% 95,692 $5.2M
PNC Financial Services Group, Inc. 0.00% Add +7.2% 95,456 $5.2M
Captrust Financial Advisors 0.02% Add +9.2% 94,730 $5.1M
United Asset Strategies, Inc. 0.51% Add +13.8% 93,846 $5.1M
Alpha Omega Wealth Management LLC 0.94% New 93,457 $5.1M
Farmers & Merchants Investments Inc. 0.17% Add +3.7% 93,074 $5.0M
Mackenzie Financial Corp. 0.01% Add +20.1% 92,066 $5.0M
Venture Visionary Partners LLC 0.24% Add +1.7% 91,884 $5.0M
Exchange Traded Concepts, LLC 0.13% Add +0.5% 90,324 $4.9M
Townsquare Capital LLC 0.07% Add +9.0% 90,282 $4.9M
Carnegie Investment Counsel 0.15% Add +7.8% 90,083 $4.9M
Dupree Financial Group, LLC 2.27% Add +1.1% 88,624 $4.8M
IMC-Chicago, LLC 0.16% New 85,973 $4.7M
Oppenheimer & Co. Inc. 0.08% Add +4.3% 84,227 $4.6M
Pathway Financial Advisers, LLC 1.63% Add +5.0% 83,591 $4.5M
Gotham Asset Management 0.07% Reduce -15.8% 82,121 $4.4M
Baugh & Associates, LLC 2.35% Reduce -1.2% 81,588 $4.4M
Coldstream Capital Management Inc. 0.11% Add +2.3% 81,145 $4.4M
First Foundation Advisors 0.17% Reduce -4.4% 80,720 $4.4M
Dearborn Partners LLC 0.18% Reduce -33.4% 79,590 $4.3M
Beacon Financial Group 0.49% New 79,155 $4.3M
Tectonic Advisors LLC 0.33% Add +13.2% 79,064 $4.3M
Martin Capital Partners, LLC 1.64% New 79,002 $4.3M
Ethic Inc. 0.11% Reduce -0.6% 78,385 $4.2M
HBW Advisory Services LLC 0.79% No change 73,552 $4.2M
Perpetual Ltd 0.04% Add +85.9% 77,818 $4.2M
Elo Mutual Pension Insurance Co 0.10% Add +22.6% 75,869 $4.1M
Vestcor Inc 0.14% Add +85.5% 75,471 $4.1M
Bard Financial Services, Inc. 0.43% Add +172.9% 74,490 $4.0M
Cwm, LLC 0.02% Add +5.7% 74,035 $4.0M
Zions Bancorporation, N.A. 0.29% Add +51.1% 73,627 $4.0M
Concentric Wealth Management, LLC 1.05% Add +3.9% 73,218 $4.0M
Signature Wealth Management Group 1.79% Add +20.1% 74,024 $3.9M
Mutual Advisors, LLC 0.13% Reduce -14.8% 72,388 $3.9M
Jane Street Group, LLC 0.01% Reduce -66.0% 72,088 $3.9M
Oregon Public Employees Retirement Fund 0.08% Add +25.7% 71,100 $3.8M
Valley Wealth Managers, Inc. 0.29% Reduce -7.5% 70,748 $3.8M
Gladstone Institutional Advisory LLC 0.21% Add +18.7% 70,662 $3.8M
Peapack Gladstone Financial Corp. 0.06% Add +4.6% 69,420 $3.8M
Gulf International Bank (UK) Ltd 0.09% Add +12.4% 69,299 $3.7M
Butensky & Cohen Financial Security, Inc. 1.15% Add +9.0% 68,082 $3.7M
Norinchukin Bank, The 0.11% Add +13.2% 67,857 $3.7M
Dakota Wealth Management 0.09% Reduce -0.3% 67,200 $3.7M
Oppenheimer Asset Management Inc. 0.05% Reduce -52.5% 67,309 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Add +20.2% 67,284 $3.6M
Private Advisor Group, LLC 0.03% Add +8.1% 66,635 $3.6M
Focus Partners Wealth 0.03% Add +90.6% 66,225 $3.6M
Atria Investments, Inc 0.05% Add +12.9% 65,553 $3.5M
Highland Capital Management, LLC 0.20% Reduce -1.2% 65,485 $3.5M
Cerity Partners LLC 0.01% Reduce -83.8% 64,673 $3.5M
Vanguard Personalized Indexing Management, LLC 0.07% Add +21.5% 64,120 $3.5M
DoubleLine ETF Adviser LP 0.88% Add +27.9% 63,674 $3.4M
Gold Investment Management Ltd. 1.38% Add +1.3% 63,292 $3.4M
Kentucky Retirement Systems 0.10% Add +9.0% 63,157 $3.4M
NewEdge Advisors, LLC 0.03% Add +84.0% 62,938 $3.4M
Marco Investment Management LLC 0.32% Add +0.2% 62,290 $3.4M
Prosperity Consulting Group, LLC 0.42% New 61,460 $3.3M
Maryland State Retirement & Pension System 0.07% Add +14.8% 64,709 $3.3M
Parsons Capital Management Inc. 0.23% Add +79.5% 61,022 $3.3M
Kingsview Wealth Management, LLC 0.08% Add +1.3% 60,327 $3.3M
AIA Group Ltd 0.11% New 60,134 $3.3M
Ostrum Asset Management 0.25% Reduce -11.7% 59,529 $3.2M
Metropolitan Life Insurance Co 0.14% Add +14.7% 59,222 $3.2M
Intrua Financial, LLC 0.50% Add +1.7% 59,075 $3.2M
Great Valley Advisor Group, Inc. 0.10% New 58,945 $3.2M
Mgo One Seven LLC 0.17% Reduce -5.2% 58,687 $3.2M
Florida Trust Wealth Management Co 0.11% Reduce -9.1% 58,545 $3.2M
Fifth Third Bancorp 0.01% Add +13.3% 58,351 $3.2M
Envestnet Portfolio Solutions, Inc. 0.01% Add +33.9% 57,880 $3.1M
Nordea Investment Management AB 0.00% Reduce -86.4% 57,556 $3.1M
Kinloch Capital, LLC 1.59% Add +37.2% 57,024 $3.1M
Pathstone Holdings, LLC 0.01% Add +54.2% 56,752 $3.1M
Prairiewood Capital, LLC 1.44% New 56,634 $3.1M
Community Trust & Investment Co. 0.21% Add +4.5% 56,159 $3.0M
Soltis Investment Advisors LLC 0.34% New 55,972 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 55,889 $3.0M
Swedbank AB 0.00% Add +17.8% 55,766 $3.0M
Adelante Capital Management LLC 0.20% Add +189.2% 54,855 $3.0M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 54,000 $2.9M
Hartford Investment Management Co. 0.10% Add +9.8% 53,555 $2.9M
Liberty One Investment Management, LLC 0.32% Add +10.1% 52,986 $2.9M
Fort Pitt Capital Group, LLC 0.09% Add +0.5% 52,913 $2.9M
Ibex Wealth Advisors 0.78% — 45,105 $2.9M
Ameritas Investment Partners, Inc. 0.10% Add +0.3% 51,996 $2.8M
Bfsg, LLC 0.36% Add +8.6% 50,846 $2.8M
North Star Investment Management Corp. 0.19% Add +155.3% 50,428 $2.7M
UMB Bank, n.a. 0.04% Reduce -24.4% 50,038 $2.7M
Keybank National Association 0.01% Reduce -21.4% 49,641 $2.7M
Wolverine Asset Management LLC 0.24% Add +18.5% 49,507 $2.7M
Capital Square, LLC 1.88% Add +1.9% 49,238 $2.7M
Credit Agricole S A 0.05% Add +143.3% 50,999 $2.7M
Securian Asset Management, Inc. 0.08% Add +6.8% 48,983 $2.6M
Louisiana State Employees Retirement System 0.05% Add +10.5% 48,400 $2.6M
Silver Lake Advisory, LLC 0.62% Add +0.7% 47,159 $2.6M
Burns Matteson Capital Management, LLC 1.64% Reduce -8.8% 51,514 $2.5M
Vanderbilt University 0.51% Add +216.7% 45,635 $2.5M
Blackhawk Capital Partners, LLC 1.52% New 44,920 $2.4M
FourThought Financial Partners, LLC 0.28% Add +7.5% 44,860 $2.4M
QRG Capital Management, Inc. 0.03% Reduce -2.0% 44,834 $2.4M
Avantax Advisory Services, Inc. 0.02% Reduce -3.3% 44,420 $2.4M
Naviter Wealth, LLC 0.39% Add +7.9% 43,636 $2.4M
Agf Management Ltd. 0.01% Reduce -17.0% 43,640 $2.4M
Azimuth Capital Investment Management LLC 0.10% Add +2.0% 42,840 $2.3M
Candriam S.C.A. 0.01% Add +31.1% 42,292 $2.3M
Assetmark, Inc. 0.01% Reduce -2.2% 42,264 $2.3M
New Mexico Educational Retirement Board 0.08% Add +19.7% 41,900 $2.3M
Bayesian Capital Management, LP 0.21% Reduce -54.7% 41,444 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -19.0% 40,557 $2.2M
Redwood Investment Management, LLC 0.21% New 40,404 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -4.2% 40,245 $2.2M
OMC Financial Services LTD 1.10% — 40,141 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Add +0.6% 40,067 $2.2M
Richard Bernstein Advisors LLC 0.05% No change 39,973 $2.2M
Quantinno Capital Management LP 0.05% Add +402.7% 39,967 $2.2M
Ensign Peak Advisors, Inc 0.00% Add +41.7% 39,558 $2.1M
Quantitative Investment Management, LLC 0.12% New 39,094 $2.1M
FDx Advisors, Inc. 0.32% Add +13.6% 38,968 $2.1M
Centaurus Financial, Inc. 0.14% Add +382.8% 38,168 $2.1M
Kestra Private Wealth Services, LLC 0.05% Add +152.5% 37,739 $2.1M
Icon Wealth Advisors, LLC 0.19% Reduce -4.8% 37,817 $2.0M
Resources Management Corp. /CT/ 0.30% Add +763.1% 37,434 $2.0M
Hutner Capital Management Inc. 1.08% Add +0.0% 36,925 $2.0M
GAMCO Investors 0.02% No change 36,700 $2.0M
Security National Bank of Sioux City Iowa 1.40% Add +18.5% 36,642 $2.0M
Cohen Investment Advisors LLC 1.28% Add +3.3% 36,563 $2.0M
1832 Asset Management L.P. 0.00% Add +0.2% 36,372 $2.0M
Colonial Trust Advisors 0.19% Reduce -9.0% 35,885 $1.9M
Versor Investments LP 0.39% Add +105.8% 35,597 $1.9M
First National Bank of Omaha 0.13% Reduce -28.3% 32,878 $1.9M
Crossmark Global Holdings, Inc. 0.04% Add +2.9% 35,086 $1.9M
Financial Sense Advisors, Inc. 0.67% Add +10.4% 35,039 $1.9M
TD Private Client Wealth LLC 0.06% Add +35.8% 34,743 $1.9M
NewEdge Wealth, LLC 0.04% Add +1.5% 34,182 $1.9M
Symphony Financial, Ltd. Co. 0.44% Add +9.7% 34,662 $1.9M
Virginia Wealth Management Group, Inc. 1.53% Add +17.4% 34,653 $1.9M
Sigma Planning Corp 0.06% Add +111.8% 34,518 $1.9M
Coppell Advisory Solutions Corp. 0.35% — 34,290 $1.9M
Integrated Wealth Concepts LLC 0.03% Add +0.4% 34,217 $1.9M
Sheaff Brock Investment Advisors, LLC 0.15% Add +4.1% 34,211 $1.9M
First Heartland Consultants, Inc. 0.19% New 34,101 $1.8M
Dark Forest Capital Management LP 0.31% New 33,786 $1.8M
Lockheed Martin Investment Management Co. 0.13% Reduce -22.9% 30,955 $1.8M
Beacon Pointe Advisors, LLC 0.02% Add +21.1% 33,568 $1.8M
Asset Planning Corporation 1.33% Add +1.2% 33,565 $1.8M
Weaver C. Barksdale & Associates, Inc. 1.66% Reduce -0.8% 33,356 $1.8M
Swiss Life Asset Management Ltd 0.03% Reduce -75.6% 33,285 $1.8M
GRS Advisors, LLC 0.24% Reduce -96.8% 33,222 $1.8M
Spirit of America Management Corp. 0.36% Add +6.6% 33,033 $1.8M
PFG Investments, LLC 0.11% Add +189.2% 32,871 $1.8M
Great Lakes Advisors, LLC 0.01% Add +28.0% 32,718 $1.8M
Alliance Wealth Advisors, LLC 0.52% Add +8.3% 32,353 $1.8M
Lincoln National Corp. 0.03% Add +10.2% 32,316 $1.7M
Brown Miller Wealth Management, LLC 0.77% Add +272.5% 32,104 $1.7M
Shufro Rose & Co. LLC 0.14% Add +50.8% 32,051 $1.7M
RFG Advisory, LLC 0.06% Add +22.8% 31,939 $1.7M
Ossiam 0.03% Add +23.2% 31,495 $1.7M
Lido Advisors, LLC 0.02% Reduce -13.3% 31,264 $1.7M
Advisory Services Network, LLC 0.04% Add +16.6% 31,284 $1.7M
ICW Investment Advisors LLC 0.75% Add +1.3% 31,171 $1.7M
Level Four Advisory Services, LLC 0.09% Add +7.4% 28,917 $1.7M
APG Asset Management N.V. 0.00% Add +3.4% 33,068 $1.7M
Texas Yale Capital Corp. 0.07% Reduce -1.0% 30,499 $1.6M
Apollon Wealth Management, LLC 0.05% Add +5.3% 30,355 $1.6M
Ashton Thomas Private Wealth, LLC 0.09% Add +39.5% 30,226 $1.6M
Capital Investment Advisory Services, LLC 0.18% Add +8.3% 30,220 $1.6M
Raymond James Trust N.A. 0.04% Add +23.7% 29,986 $1.6M
O'shaughnessy Asset Management, LLC 0.02% Add +22.4% 29,623 $1.6M
IHT Wealth Management, LLC 0.06% Add +39.2% 29,578 $1.6M
Goepper Burkhardt LLC 0.74% Add +30.9% 28,932 $1.6M
Tidal Investments LLC 0.03% Reduce -15.0% 28,913 $1.6M
ZWJ Investment Counsel Inc. 0.07% New 28,566 $1.5M
Equitable Holdings, Inc. 0.02% Add +11.5% 28,460 $1.5M
Meiji Yasuda Life Insurance Co 0.03% Reduce -9.7% 28,293 $1.5M
Kovack Advisors, Inc. 0.19% Add +85.0% 28,256 $1.5M
Security National Bank of So Dak 0.92% Add +29.1% 28,235 $1.5M
Wolverine Trading, LLC 0.02% Reduce -28.9% 27,942 $1.5M
Castle Rock Wealth Management, LLC 0.41% Add +328.3% 28,003 $1.5M
Altman Advisors, Inc. 0.73% Add +100.5% 28,231 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -70.0% 27,591 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Add +6.4% 27,445 $1.5M
Commerce Bank 0.01% Add +1.0% 27,408 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +25.2% 27,226 $1.5M
Schnieders Capital Management LLC 0.30% Reduce -4.8% 26,914 $1.5M
Daiichi Life Insurance Co., Ltd. 0.03% No change 26,693 $1.4M
Kesler, Norman & Wride, LLC 0.30% Reduce -3.3% 26,468 $1.4M
King Luther Capital Management Corp. 0.01% New 26,458 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +15.2% 26,389 $1.4M
Praxis Investment Management Inc. 0.09% No change 26,060 $1.4M
Investment Advisory Group, LLC 0.58% Reduce -2.8% 25,955 $1.4M
Jaffetilchin Investment Partners, LLC 0.13% Reduce -12.1% 25,931 $1.4M
Altshuler Shaham Ltd 0.05% Add +2.1% 25,607 $1.4M
Prospera Financial Services Inc 0.04% Reduce -10.4% 25,592 $1.4M
Vinva Investment Management Ltd 0.08% Add +39.5% 25,397 $1.4M
Mystic Asset Management, Inc. 0.56% Add +14.8% 25,223 $1.4M
Brevan Howard Capital Management LP 0.13% Add +60.3% 25,102 $1.4M
Wedbush Securities Inc. 0.05% Add +9.0% 25,043 $1.4M
Moors & Cabot, Inc. 0.07% Add +18.1% 24,530 $1.3M
First Trust Direct Indexing L.P. 0.10% Add +16.6% 24,277 $1.3M
Heirloom Wealth Management 0.44% Reduce -2.7% 24,075 $1.3M
Adams Asset Advisors, LLC 0.17% Reduce -1.7% 23,991 $1.3M
Griffin Asset Management, Inc. 0.15% Add +1.2% 23,952 $1.3M
Belpointe Asset Management LLC 0.10% Reduce -1.8% 23,924 $1.3M
Red Cedar Investment Management, LLC 0.16% Add +408.7% 23,605 $1.3M
GeoWealth Management, LLC 0.05% Add +231.7% 23,187 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +45.0% 23,167 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.49% Reduce -1.3% 23,002 $1.2M
Cornerstone Advisors, LLC 0.05% No change 23,000 $1.2M
Linden Thomas Advisory Services, LLC 0.20% Add +3.6% 22,998 $1.2M
CIBC Private Wealth Group LLC 0.00% Reduce -1.6% 23,252 $1.2M
Kingswood Wealth Advisors, LLC 0.14% Reduce -5.4% 22,945 $1.2M
Intech Investment Management LLC 0.02% Add +40.5% 22,941 $1.2M
Bleakley Financial Group, LLC 0.04% Add +2.8% 22,644 $1.2M
Simplicity Wealth,LLC 0.03% New 22,626 $1.2M
Blue Trust, Inc. 0.02% Add +108.8% 22,460 $1.2M
Ieq Capital, LLC 0.02% Add +7.2% 22,443 $1.2M
Rakuten Investment Management, Inc. 0.01% Add +1157.1% 22,364 $1.2M
Signaturefd, LLC 0.03% Add +22.4% 22,335 $1.2M
Vestmark Advisory Solutions, Inc. 0.05% Add +3.2% 22,326 $1.2M
Bay Rivers Group 0.66% Reduce -5.1% 22,132 $1.2M
Benedict Financial Advisors Inc. 0.30% Add +0.1% 21,980 $1.2M
United Services Automobile Association 0.03% Add +19.8% 21,869 $1.2M
Cascade Investment Advisors, Inc. 0.77% Add +0.3% 21,851 $1.2M
Rwa Wealth Partners, LLC 0.02% Reduce -1.0% 21,545 $1.2M
SVB Wealth LLC 0.03% Add +181.2% 21,532 $1.2M
Principal Securities, Inc. 0.04% Add +28.6% 21,336 $1.2M
Teacher Retirement System of Texas 0.01% Reduce -83.6% 21,159 $1.1M
Founders Financial Securities LLC 0.12% Add +2.9% 21,029 $1.1M
Wealth Alliance, LLC 0.15% Reduce -4.3% 21,021 $1.1M
Commerzbank Aktiengesellschaft 0.04% Add +5.4% 20,974 $1.1M
Broadwater Capital Management LLC 0.87% Reduce -2.5% 20,930 $1.1M
Sowell Financial Services LLC 0.05% Reduce -2.8% 20,643 $1.1M
Ameritas Advisory Services, LLC 0.05% Add +148.1% 20,414 $1.1M
Trust Investment Advisors 0.80% Add +29.1% 20,606 $1.1M
RB Capital Management, LLC 0.31% Reduce -1.6% 20,589 $1.1M
SpiderRock Advisors, LLC 0.04% — 21,077 $1.1M
Glenmede Trust Co. NA 0.01% Add +13.8% 20,333 $1.1M
Cornercap Investment Counsel Inc. 0.17% Add +1.0% 20,285 $1.1M
Composition Wealth, LLC 0.03% Add +2.7% 20,257 $1.1M
Schaper Benz & Wise Investment Counsel Inc. 0.09% Add +19.9% 19,981 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.08% New 19,977 $1.1M
Panagora Asset Management Inc. 0.01% Add +6.9% 19,859 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -29.5% 19,808 $1.1M
Applied Capital LLC 0.86% Add +13.8% 19,524 $1.1M
Degroof Petercam Asset Management 0.01% Add +31.3% 19,500 $1.1M
RDA Financial Network 0.36% Reduce -0.7% 19,414 $1.1M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -1.7% 19,414 $1.1M
Hohimer Wealth Management, LLC 0.24% New 19,314 $1.0M
Independent Advisor Alliance 0.04% Reduce -5.6% 19,245 $1.0M
Jamison Private Wealth Management, Inc. 0.18% Add +1.4% 19,206 $1.0M
Colonial Trust Co / SC 0.19% Add +2.7% 19,106 $1.0M
Edmp, Inc. 0.85% Add +7.6% 18,874 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +27.1% 18,843 $1.0M
Nwam LLC 0.08% Add +9.4% 18,529 $1.0M
Chiron Capital Management, LLC 0.92% Add +23.7% 18,802 $1.0M
Diligent Investors, LLC 0.25% Add +20.6% 18,760 $1.0M
Concurrent Investment Advisors, LLC 0.04% Reduce -51.4% 18,760 $1.0M
Bridgefront Capital, LLC 0.77% Add +86.0% 18,737 $1.0M
Banco Santander, S.A. 0.01% Add +41.5% 18,672 $1.0M
EP Wealth Advisors, LLC 0.01% Add +17.6% 18,574 $1.0M
Naples Global Advisors, LLC 0.10% Reduce -11.0% 18,270 $993K
Perennial Investment Advisors, LLC 0.15% Add +9.0% 18,323 $991K
Stanley-Laman Group, Ltd. 0.13% No change 18,285 $989K
Concourse Financial Group Securities, Inc. 0.06% Add +25.8% 18,095 $984K
Group One Trading LLC 0.03% New 18,164 $983K
Focus Partners Advisor Solutions, LLC 0.03% Add +42.3% 18,102 $979K
Campbell & CO Investment Adviser LLC 0.08% Add +31.5% 17,986 $973K
HighPoint Advisor Group LLC 0.07% Add +11.1% 17,675 $971K
Clifford Swan Investment Counsel LLC 0.04% Reduce -3.0% 17,946 $971K
Magnolia Capital Management Ltd. 0.82% Reduce -6.7% 17,880 $967K
Park Avenue Securities LLC 0.01% Add +10.7% 17,768 $961K
NorthRock Partners, LLC 0.04% Add +2.2% 17,634 $959K
LRI Investments, LLC 0.24% — 17,653 $955K
Blair William & Co. 0.00% Add +15.3% 17,514 $947K
Armstrong, Fleming & Moore, Inc 0.65% Reduce -4.6% 17,336 $938K
Compass Ion Advisors, LLC 0.13% Add +0.9% 17,331 $938K
Allen Capital Group, LLC 0.13% Add +6.2% 17,066 $923K
MassMutual Private Wealth & Trust, FSB 0.03% Add +9.4% 16,975 $918K
Freedom Investment Management, Inc. 0.07% Reduce -8.3% 16,763 $907K
Raleigh Capital Management Inc. 0.39% Add +22.2% 16,761 $907K
Y-Intercept (Hong Kong) Ltd 0.07% New 16,746 $906K
Global Retirement Partners, LLC 0.03% Add +15.1% 16,742 $906K
Ontario Teachers Pension Plan Board 0.01% New 16,740 $906K
Glen Eagle Advisors, LLC 0.17% Add +2.4% 16,652 $901K
Alpha Cubed Investments, LLC 0.05% Reduce -4.7% 16,629 $900K
Perkins Coie Trust Co 0.21% Add +3.2% 16,504 $893K
LongView Wealth Management 0.35% Add +2.2% 16,470 $891K
CreativeOne Wealth, LLC 0.04% Add +135.7% 16,432 $889K
Orion Porfolio Solutions, LLC 0.01% Add +15.8% 16,300 $882K
Orion Portfolio Solutions, LLC 0.01% Add +15.8% 16,300 $882K
Prosperity Planning, Inc. 0.43% No change 16,266 $880K
CW Advisors, LLC 0.02% Add +220.5% 16,184 $876K
Independent Financial Group, LLC 0.04% Add +7.2% 16,150 $874K
First National Trust Co 0.04% Reduce -6.6% 16,101 $871K
Southland Equity Partners LLC 0.24% Add +30.0% 16,031 $867K
V-Square Quantitative Management LLC 0.12% Add +1.0% 16,022 $867K
MBB Public Markets I LLC 0.06% New 16,014 $866K
Pasadena Private Wealth, LLC 0.20% Add +10.3% 15,909 $861K
Ascent Wealth Partners, LLC 0.13% Reduce -5.6% 15,798 $855K
Fulton Bank, N.A. 0.03% Reduce -3.4% 15,617 $845K
Foresight Capital Management Advisors, Inc. 0.64% New 15,561 $842K
Mason & Associates, LLC 0.64% — 15,561 $842K
Samalin Investment Counsel, LLC 0.40% Add +21.9% 15,561 $842K
IFG Advisory, LLC 0.06% Reduce -3.3% 15,508 $839K
Realta Investment Advisors 0.17% Reduce -2.7% 15,492 $838K
L.M. Kohn & Company 0.24% Add +0.5% 15,484 $838K
D. E. Shaw & Co. 0.00% New 15,400 $833K
NEOS Investment Management LLC 0.05% Add +71.2% 15,362 $831K
Investors Research Corp 0.19% Reduce -4.3% 15,281 $827K
Marathon Capital Management 0.20% Add +2.4% 15,110 $817K
Savant Capital, LLC 0.01% Add +5.4% 15,066 $815K
Virtu Financial LLC 0.06% Reduce -6.7% 15,017 $812K
International Assets Investment Management, LLC 0.08% Add +39.9% 15,172 $811K
Delta Investment Management, LLC 0.18% New 14,988 $811K
Perigon Wealth Management, LLC 0.02% Add +10.4% 14,883 $805K
Retirement Group, LLC 0.29% Add +1.4% 14,853 $804K
Alberta Investment Management Corp 0.01% No change 14,800 $801K
Verus Capital Partners, LLC 0.09% Reduce -6.9% 14,792 $800K
Truvestments Capital LLC 0.31% Reduce -60.1% 14,769 $799K
Private Ocean, LLC 0.08% Reduce -2.5% 14,747 $798K
Harbor Investment Advisory, LLC 0.08% Add +0.4% 14,524 $786K
XTX Topco Ltd 0.11% New 14,408 $779K
Mosaic Family Wealth Partners, LLC 0.13% No change 14,374 $778K
Jones Financial Companies LLLP 0.00% Add +150.3% 14,323 $775K
Tarbox Family Office, Inc. 0.14% Reduce -47.3% 14,266 $772K
Verdence Capital Advisors LLC 0.07% Add +90.1% 14,149 $765K
Revisor Wealth Management LLC 0.34% Add +147.9% 13,601 $758K
Denver Wealth Management, Inc. 0.39% Reduce -20.2% 14,013 $758K
SteelPeak Wealth, LLC 0.04% Reduce -2.7% 13,920 $757K
Wexford Capital LP 0.15% New 13,929 $754K
TFG Advisers LLC 0.29% Reduce -0.5% 13,853 $749K
United Capital Financial Advisors, LLC 0.01% Add +0.5% 13,814 $747K
Vawter Financial, Ltd. 0.54% Reduce -4.2% 13,772 $745K
Schonfeld Strategic Advisors LLC 0.01% Reduce -20.8% 13,700 $741K
Loudon Investment Management, LLC 0.42% Add +3.0% 13,670 $740K
Duncker Streett & Co. Inc. 0.14% Reduce -0.7% 13,499 $730K
Checchi Capital Advisers, LLC 0.06% Add +26.6% 13,477 $729K
Investment Management Corp of Ontario 0.02% Reduce -18.7% 13,440 $727K
Essex Financial Services, Inc. 0.07% Add +1.5% 13,420 $726K
PFW Advisors LLC 0.22% Reduce -0.4% 13,416 $726K
Infrastructure Capital Advisors, LLC 0.11% Reduce -2.3% 13,242 $716K
Inspire Trust Co, N.A. 0.40% Add +191.6% 13,225 $715K
TCW Group Inc. 0.01% Reduce -0.8% 13,189 $714K
First Bank & Trust 0.15% Add +20.4% 13,068 $707K
Harbour Investments, Inc. 0.02% Add +11.2% 12,948 $701K
Moseley Investment Management Inc. 0.35% Add +8.3% 12,925 $699K
Allianz SE 0.02% — 12,924 $699K
Harbour Trust & Investment Management Co 0.09% Add +130.9% 12,881 $697K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +1.9% 12,851 $695K
Lazard Asset Management LLC 0.00% Add +34.7% 12,788 $691K
Brown Advisory Inc. 0.00% Add +11.2% 12,734 $689K
My Legacy Advisors, LLC 0.23% Reduce -0.2% 12,693 $687K
Black Swift Group, LLC 0.18% Reduce -8.2% 12,665 $685K
Legacy Financial Advisors, Inc. 0.12% New 12,620 $683K
Arkadios Wealth Advisors 0.05% Add +2.3% 12,617 $683K
Profund Advisors LLC 0.03% Reduce -2.8% 12,542 $679K
Retirement Planning Co of New England, Inc. 0.37% Add +11.8% 12,525 $678K
Pearl River Capital, LLC 0.11% Reduce -38.8% 12,483 $675K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.29% Add +25.9% 12,475 $675K
Angeles Investment Advisors, LLC 0.04% Add +9.6% 12,358 $670K
Money Concepts Capital Corp. 0.06% Reduce -24.3% 12,374 $669K
Dynamic Advisor Solutions LLC 0.02% Add +6.9% 12,371 $669K
JBR Co Financial Management Inc 0.52% Reduce -12.5% 12,061 $653K
First Trust Investment Solutions L.P. 0.11% Add +7.4% 11,892 $643K
Jeppson Wealth Management, LLC 0.25% Reduce -0.0% 11,791 $638K
Sutton Place Investors LLC 0.31% Add +0.0% 11,755 $636K
N.E.W. Advisory Services LLC 0.07% Add +18.3% 11,715 $634K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +3.0% 11,699 $633K
Chicago Partners Investment Group LLC 0.03% Add +2.1% 11,849 $633K
Van Hulzen Asset Management, LLC 0.04% Add +11.8% 11,653 $630K
William Allan Corp 0.42% Add +0.9% 11,565 $626K
CCM Investment Advisers LLC 0.07% Reduce -91.6% 11,540 $624K
Modern Wealth Management, LLC 0.06% Add +15.7% 11,401 $617K
Horizon Investments, LLC 0.02% Add +17.6% 11,383 $613K
AdvisorNet Financial, Inc 0.06% Reduce -23.3% 11,312 $612K
Financial Management Network Inc. 0.15% Reduce -22.9% 11,573 $609K
Empowered Funds, LLC 0.01% Add +48.4% 11,233 $608K
Fourpath Capital Management, LLC 0.42% Add +28.1% 11,128 $602K
First County Bank 0.29% Reduce -0.4% 11,128 $602K
Stephens Inc. 0.01% Add +9.9% 11,122 $602K
Greenleaf Trust 0.01% Add +35.5% 11,040 $597K
Crane Advisory, LLC 0.12% Add +14.5% 11,247 $592K
Prestige Wealth Management Group LLC 0.13% Add +45133.3% 10,856 $590K
First Commonwealth Financial Corp 0.16% Add +6.9% 10,900 $590K
Balboa Wealth Partners 0.19% Reduce -11.5% 10,809 $585K
SlateStone Wealth, LLC 0.06% New 10,698 $579K
Quadrant Capital Group LLC 0.05% Add +47.1% 10,604 $574K
Bailard, Inc. 0.02% Add +37.6% 10,595 $573K
AXS Investments LLC 0.14% New 10,591 $573K
Intellectus Partners, LLC 0.15% Reduce -0.0% 10,500 $571K
Founders Financial Alliance, LLC 0.17% Add +9.1% 10,471 $566K
SMART Wealth LLC 0.25% New 10,394 $562K
First Hawaiian Bank 0.02% Reduce -3.4% 10,358 $560K
Cullen/Frost Bankers, Inc. 0.01% No change 10,310 $558K
HBK Sorce Advisory LLC 0.02% Add +0.5% 10,276 $556K
OneDigital Investment Advisors LLC 0.01% Add +47.6% 10,220 $553K
Federation des caisses Desjardins du Quebec 0.00% Add +514.2% 10,109 $552K
Patron Partners, LLC 0.33% Reduce -9.5% 10,151 $549K
Portside Wealth Group, LLC 0.10% Add +5.1% 10,098 $546K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -8.6% 9,996 $541K
Associated Banc-Corp 0.02% Reduce -1.1% 9,975 $540K
Moneta Group Investment Advisors LLC 0.01% Reduce -4.0% 9,966 $539K
Westpac Banking Corp. 0.04% Reduce -67.4% 9,956 $539K
Chesapeake Asset Management LLC 0.53% Reduce -41.3% 9,950 $538K
Romano Brothers and Company 0.07% Add +13.0% 9,924 $537K
Prudential PLC 0.00% Reduce -66.5% 9,902 $536K
Powers Advisory Group, LLC 0.31% Reduce -1.6% 9,887 $535K
First Affirmative Financial Network 0.39% Add +2.1% 9,828 $532K
Groesbeck Investment Management Corp. 0.57% New 9,815 $531K
CWA Asset Management Group, LLC 0.03% Add +48.4% 9,784 $529K
Family Legacy, Inc. 0.19% Add +0.4% 9,690 $524K
Lanark Financial, Inc. 0.05% Add +13.5% 9,648 $521K
Meeder Advisory Services, Inc. 0.05% Add +12.0% 9,605 $520K
Wealth Alliance Advisory Group, LLC 0.12% Add +2.8% 9,504 $514K
Sterling Financial Planning, Inc. 0.21% Add +20.3% 9,480 $513K
Ingalls & Snyder LLC 0.02% No change 9,450 $511K
J.W. Cole Advisors, Inc. 0.03% Reduce -5.6% 9,459 $511K
Cypress Capital Group 0.06% Reduce -13.9% 9,353 $506K
Tiemann Investment Advisors, LLC 0.23% Reduce -8.1% 9,304 $503K
Buckley Wealth Management, LLC 0.16% Add +3.8% 9,276 $502K
Wealthspire Retirement, LLC 0.04% Add +0.6% 9,256 $501K
Summa Corp. 0.27% No change 9,250 $500K
Caldwell Sutter Capital, Inc. 0.24% Reduce -26.6% 9,152 $495K
Quad-Cities Investment Group, LLC 0.29% Add +1.4% 9,151 $495K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Add +32.7% 9,118 $493K
West Paces Advisors Inc. 0.13% Add +4.8% 9,093 $492K
Avior Wealth Management, LLC 0.02% Add +36.7% 9,069 $491K
Siemens Fonds Invest GmbH 0.04% Add +20.4% 9,017 $488K
Valeo Financial Advisors, LLC 0.02% Reduce -5.7% 9,058 $486K
Cigna Investments Inc. 0.09% Add +17.3% 8,939 $484K
Prio Wealth Limited Partnership 0.01% New 8,931 $483K
Bessemer Group Inc. 0.00% Reduce -12.7% 8,904 $481K
Hendershot Investments Inc. 0.07% No change 8,812 $477K
GTS Securities LLC 0.01% Reduce -47.4% 8,777 $475K
Global Wealth Management Investment Advisory, Inc. 0.12% Add +1.7% 8,754 $474K
Elevation Point Wealth Partners, LLC 0.04% Add +12.8% 8,736 $473K
Groupama Asset Managment 0.01% Reduce -77.1% 8,734 $473K
Mission Creek Capital Partners, Inc. 0.12% New 8,729 $472K
SMH Capital Advisors Inc. 3.03% New 8,695 $470K
AE Wealth Management LLC 0.01% Reduce -89.0% 8,678 $469K
NovaPoint Capital, LLC 0.16% Reduce -15.8% 8,583 $464K
Abundance Wealth Counselors 0.11% Add +41.7% 8,533 $462K
Quadcap Wealth Management, LLC 0.10% Reduce -1.7% 8,538 $462K
Keudell/Morrison Wealth Management 0.14% Add +78.3% 8,503 $460K
Private Trust Co. NA 0.05% Add +6.3% 8,493 $459K
HUB Investment Partners, LLC 0.03% Add +70.1% 8,481 $459K
Community Bank & Trust, Waco, Texas 0.11% No change 8,430 $456K
Insigneo Advisory Services, LLC 0.05% Reduce -2.4% 8,250 $448K
Gen-Wealth Partners Inc 0.22% — 8,211 $444K
Keystone Financial Group 0.06% Add +39.7% 8,177 $442K
Simplex Trading, LLC 0.01% New 8,164 $441K
Jefferies Financial Group Inc. 0.01% New 8,136 $440K
Citizens National Bank Trust Department 0.10% Reduce -7.8% 8,118 $439K
B. Riley Wealth Advisors, Inc. 0.01% Add +3.9% 8,738 $439K
GYL Financial Synergies, LLC 0.03% Add +0.0% 8,094 $438K
Financial Partners Group, Inc 0.07% Add +36.2% 8,082 $437K
Ballentine Partners, LLC 0.01% Add +1.1% 7,908 $428K
Focus Financial Network, Inc. 0.02% — 8,188 $426K
First National Advisers, LLC 0.10% Add +19.2% 7,873 $426K
Financial Alternatives, Inc 0.33% Reduce -9.8% 7,851 $425K
ProVise Management Group, LLC 0.04% Add +113.9% 7,832 $424K
Geneos Wealth Management Inc. 0.02% Add +10.0% 7,804 $422K
Stevens Capital Management LP 0.08% Reduce -56.4% 7,804 $422K
Spire Wealth Management 0.01% Add +27.0% 7,770 $420K
Summit Financial, LLC 0.02% Add +12.8% 7,727 $420K
Mitchell McLeod Pugh & Williams Inc. 0.10% Add +2.9% 7,761 $420K
American Investment Services, Inc. 0.07% No change 7,755 $420K
Householder Group Estate & Retirement Specialist, LLC 0.12% Reduce -7.6% 7,745 $419K
Merit Financial Group, LLC 0.01% Add +74.5% 7,571 $418K
Tactive Advisors, LLC 0.22% Add +0.6% 7,697 $416K
Caprock Group, LLC 0.02% Add +9.6% 7,633 $415K
Hudson Bay Capital Management LP 0.00% Reduce -84.9% 7,620 $412K
Ausdal Financial Partners, Inc. 0.05% Add +0.6% 7,610 $412K
IFP Advisors, Inc 0.02% Reduce -2.0% 7,482 $405K
Orange Investment Advisors, Inc. 0.05% Add +2.2% 7,469 $404K
Benchmark Investment Advisors LLC 0.32% No change 7,421 $401K
Global X Japan Co., Ltd. 0.08% No change 6,761 $396K
CAP Partners, LLC 0.35% Add +13.2% 7,309 $395K
Financial Advocates Investment Management 0.02% Add +16.7% 7,292 $394K
Buckingham Strategic Wealth, LLC 0.00% Add +5.6% 7,283 $394K
MQS Management LLC 0.22% Reduce -7.4% 7,252 $392K
Trueblood Wealth Management, LLC 0.22% No change 7,233 $391K
Aptus Capital Advisors, LLC 0.01% Add +19.4% 7,200 $390K
Fisher Asset Management 0.00% New 7,166 $388K
Aviso Wealth Management 0.24% Add +8.6% 7,157 $387K
HB Wealth Management, LLC 0.00% Reduce -4.3% 7,145 $387K
Shell Asset Management Co. 0.02% New 7,311 $386K
Gratus Capital, LLC 0.02% Add +17.2% 7,098 $384K
VELA Investment Management, LLC 0.14% No change 7,037 $381K
Intrust Bank NA 0.04% Add +39.1% 7,025 $380K
AllSquare Wealth Management LLC 0.22% Reduce -5.4% 6,997 $379K
Brown Brothers Harriman & Co. 0.00% Add +449.8% 6,961 $377K
Hilltop Holdings Inc. 0.04% Add +19.7% 6,956 $376K
AlphaCore Capital LLC 0.10% Add +1.7% 6,922 $376K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Add +13.0% 6,950 $376K
Catalyst Funds Management Pty Ltd 0.10% — 6,900 $373K
Beacon Investment Advisors LLC 0.21% Add +5.3% 6,895 $373K
Hazelview Securities Inc. 0.07% Reduce -99.0% 6,900 $369K
New Insight Wealth Advisors 0.23% Reduce -13.8% 6,801 $368K
Rodgers Brothers Inc. 0.05% Add +8.0% 6,750 $365K
Flputnam Investment Management Co. 0.01% Reduce -6.9% 6,728 $364K
Nomura Holdings Inc. 0.00% Reduce -94.8% 6,639 $359K
Blue Fin Capital, Inc. 0.08% Reduce -5.3% 6,630 $359K
Investmark Advisory Group LLC 0.20% Add +1.9% 6,607 $357K
First Manhattan Co. Llc. 0.00% Reduce -13.7% 6,606 $357K
Western Wealth Management, LLC 0.03% Add +13.7% 6,604 $357K
Norden Group LLC 0.07% New 6,580 $356K
Essex Bank 0.10% No change 6,195 $356K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -29.7% 6,598 $355K
Panoramic Investment Advisors, LLC 0.26% Add +1.2% 6,541 $354K
Regions Financial Corp. 0.00% Add +1.5% 6,524 $353K
Heartland Bank & Trust Co 0.20% Reduce -4.7% 6,446 $349K
Northcape Wealth Management, LLC 0.13% Reduce -23.8% 6,439 $348K
Sage Investment Advisers LLC 0.40% New 6,412 $347K
Guyasuta Investment Advisors Inc. 0.03% No change 6,039 $347K
Procyon Advisors, LLC 0.03% Add +15.3% 6,405 $347K
Stratos Wealth Advisors, LLC 0.02% New 6,376 $345K
Cape Investment Advisory, Inc. 0.16% Add +82.9% 6,338 $343K
Channel Wealth LLC 0.14% Add +26.6% 6,273 $339K
Opus Capital Group, LLC 0.05% Reduce -11.8% 6,270 $339K
180 Wealth Advisors, LLC 0.06% Reduce -5.0% 6,245 $338K
Mather Group, Llc. 0.01% Add +0.1% 5,866 $337K
Csenge Advisory Group 0.02% Add +31.1% 6,135 $332K
Integrated Advisors Network LLC 0.02% Add +26.9% 6,124 $331K
SignalPoint Asset Management, LLC 0.09% Add +0.3% 6,085 $329K
Vident Advisory, LLC 0.01% Add +14.7% 6,072 $329K
Farmers National Bank 0.10% Reduce -58.7% 6,063 $328K
Connors Investor Services Inc. 0.03% Add +45.8% 6,045 $327K
Focused Wealth Management, Inc 0.05% Add +7.0% 6,012 $325K
Asset Dedication, LLC 0.02% Reduce -71.4% 6,539 $325K
Visionary Wealth Advisors 0.02% Reduce -1.9% 5,942 $321K
Sunbelt Securities, Inc. 0.04% Reduce -8.2% 5,923 $320K
Traynor Capital Management, Inc. 0.03% New 5,920 $320K
MeadowBrook Investment Advisors LLC 0.30% Add +26.2% 5,892 $319K
Prudent Man Advisors, LLC 0.12% Reduce -6.7% 5,885 $318K
Milestone Asset Management, LLC 0.09% New 5,872 $318K
Graypoint LLC 0.02% Add +10.6% 5,844 $316K
Cadence Bank 0.02% Reduce -7.2% 5,829 $315K
Kintegral Advisory, LLC 0.03% Reduce -0.3% 5,791 $315K
Bridgewealth Advisory Group, LLC 0.15% Reduce -8.1% 5,811 $314K
XML Financial, LLC 0.03% Add +13.8% 5,797 $314K
Pinnacle Bancorp, Inc. 0.09% Add +40.3% 5,780 $313K
Boston Financial Mangement LLC 0.01% New 5,774 $312K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -14.0% 5,750 $311K
Court Place Advisors, LLC 0.10% Reduce -7.2% 5,679 $307K
Imprint Wealth LLC 0.07% New 5,733 $306K
Harvest Portfolios Group Inc. 0.01% New 5,652 $306K
Brighton Jones LLC 0.01% Reduce -2.3% 5,647 $306K
AJOVista, LLC 0.83% No change 5,632 $305K
Vance Wealth, LLC 0.12% No change 5,626 $304K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +13.2% 5,614 $304K
Capital Investment Advisors, LLC 0.01% Reduce -1.6% 5,605 $303K
Dudley Capital Management, LLC 0.18% No change 5,664 $303K
Campion Asset Management 0.23% No change 5,570 $301K
Transcend Capital Advisors, LLC 0.02% Add +1.9% 5,527 $299K
Good Life Advisors, LLC 0.03% Reduce -12.6% 5,515 $298K
Cross Staff Investments Inc 0.25% No change 5,511 $298K
Fortis Capital Advisors, LLC 0.13% Reduce -14.1% 5,500 $298K
Beverly Hills Private Wealth, LLC 0.07% New 5,490 $297K
DF Dent & Co. Inc. 0.00% Add +1.8% 5,488 $297K
Bokf, NA 0.01% Reduce -15.8% 5,554 $297K
Certuity, LLC 0.03% Add +56.8% 5,488 $297K
Lummis Asset Management, LP 0.40% New 5,457 $295K
Farther Finance Advisors, LLC 0.02% Add +21.6% 5,519 $295K
Larson Financial Group LLC 0.02% Add +123.3% 5,441 $294K
Crescent Sterling, Ltd. 0.27% Add +4.8% 5,408 $293K
Principle Wealth Partners LLC 0.02% New 5,375 $291K
Walker Asset Management, LLC 0.19% Add +8.5% 5,361 $290K
Park Place Capital Corp 0.10% Add +1.0% 5,355 $290K
Signet Financial Management, LLC 0.04% Add +4.4% 5,354 $290K
Prairie Sky Financial Group LLC 0.17% No change 5,332 $288K
Tyche Wealth Partners LLC 0.07% Add +2.0% 5,287 $286K
M&G PLC 0.00% — 5,295 $286K
Pitcairn Co. 0.02% New 5,251 $284K
Evanson Asset Management, LLC 0.02% Reduce -5.3% 5,240 $283K
Brown, Lisle/Cummings, Inc. 0.10% Add +1.9% 5,240 $283K
Financial Counselors Inc. 0.00% Reduce -7.1% 5,240 $283K
Trajan Wealth LLC 0.02% — 5,203 $281K
Ignite Planners, LLC 0.08% Reduce -11.9% 5,222 $279K
EverSource Wealth Advisors, LLC 0.02% Add +654.7% 5,215 $279K
PFG Advisors 0.02% Add +1.8% 5,157 $279K
Mason & Associates Inc 0.07% No change 5,147 $278K
Summit Financial Wealth Advisors, LLC 0.06% New 5,139 $278K
Ted Buchan & Co 0.17% Reduce -62.6% 5,117 $277K
SeaCrest Wealth Management, LLC 0.03% Add +6.4% 5,102 $276K
Stiles Financial Services Inc 0.11% Add +0.5% 5,070 $274K
SS&H Financial Advisors, Inc. 0.11% No change 5,050 $273K
Tiaa Trust, National Association 0.00% Reduce -37.8% 5,034 $272K
Cozad Asset Management Inc. 0.03% Add +5.9% 5,022 $272K
Catalyst Capital Advisors LLC 0.01% New 5,000 $271K
Smith, Moore & Co. 0.03% Add +0.0% 4,957 $268K
Mayflower Financial Advisors, LLC 0.04% Reduce -2.2% 4,953 $268K
Aspiriant, LLC 0.01% Reduce -5.0% 4,927 $267K
Johnson Investment Counsel Inc. 0.00% Reduce -19.7% 4,919 $266K
Verition Fund Management LLC 0.00% Reduce -96.4% 4,909 $266K
Kellett Wealth Advisors, LLC 0.18% No change 4,890 $265K
Baker Tilly Wealth Management, LLC 0.05% Reduce -56.3% 4,853 $263K
Old National Bancorp 0.01% No change 4,826 $261K
Consolidated Portfolio Review Corp 0.07% New 4,793 $259K
Pinnacle Associates Ltd. 0.00% New 4,773 $258K
GC Wealth Management RIA, LLC 0.05% Add +8.9% 4,706 $255K
Spreng Capital Management, Inc. 0.14% Reduce -9.2% 4,700 $254K
Leo Wealth, LLC 0.03% Add +6.5% 4,636 $251K
Choreo, LLC 0.01% Reduce -40.7% 4,612 $249K
OneAscent Financial Services LLC 0.03% Reduce -3.6% 4,602 $249K
&partners 0.03% New 4,586 $248K
Modera Wealth Management, LLC 0.00% New 4,581 $248K
Corton Capital Inc. 0.09% Reduce -37.6% 4,576 $248K
Chilton Capital Management LLC 0.01% Add +19.1% 4,533 $246K
Silverlake Wealth Management LLC 0.13% Add +7.8% 4,548 $246K
Tobam 0.02% Add +14.9% 4,538 $246K
West Family Investments, Inc. 0.08% New 4,544 $246K
Strategy Asset Managers LLC 0.05% Add +12.8% 4,541 $246K
LexAurum Advisors, LLC 0.06% Add +28.0% 4,520 $245K
Phoenix Financial Ltd. 0.00% New 4,529 $244K
Johnson Bixby & Associates, LLC 0.04% Reduce -2.1% 4,515 $244K
Main Street Financial Solutions, LLC 0.03% Add +3.2% 4,512 $244K
Credit Capital Investments LLC 0.30% New 4,500 $243K
Hutchens & Kramer Investment Management Group, LLC 0.14% Add +24.3% 4,548 $243K
Sovereign Financial Group, Inc. 0.06% Add +3.0% 4,476 $242K
Kennedy Investment Group, Inc. 0.13% Reduce -27.4% 4,454 $241K
First Nebraska Trust Co 0.02% Add +1.8% 4,436 $240K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 4,408 $238K
Stockman Wealth Management, Inc. 0.04% Add +1.1% 4,334 $234K
Ancora Advisors LLC 0.01% Add +5.1% 4,334 $234K
Argent Trust Co 0.01% New 4,327 $234K
Rinkey Investments 0.09% New 4,309 $233K
Cyndeo Wealth Partners, LLC 0.02% Reduce -2.7% 4,303 $233K
Dorsey & Whitney Trust CO LLC 0.02% New 4,256 $230K
NFSG Corp 0.10% Reduce -18.3% 4,240 $229K
Slagle Financial, LLC 0.12% Reduce -49.1% 4,233 $229K
FSB Premier Wealth Management, Inc. 0.11% New 4,227 $229K
Los Angeles Capital Management LLC 0.00% Add +15.3% 4,221 $228K
MBA Advisors LLC 0.12% Add +3.5% 4,204 $227K
Aull & Monroe Investment Management Corp 0.10% No change 4,200 $227K
LM Advisors LLC 0.04% Add +127.7% 4,188 $227K
Regal Investment Advisors LLC 0.02% New 4,192 $227K
First National Bank of Mount Dora, Trust Investment Services 0.06% Add +8.6% 4,187 $227K
Berger Financial Group, Inc 0.02% Add +10.2% 4,170 $226K
Summit Trail Advisors, LLC 0.01% Reduce -9.4% 4,146 $225K
Hoylecohen, LLC 0.02% Add +12.8% 4,156 $225K
Teamwork Financial Advisors, LLC 0.03% New 4,155 $225K
Wrapmanager Inc. 0.06% New 4,141 $224K
Spirepoint Private Client, LLC 0.03% — 4,140 $224K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.9% 4,135 $224K
Advisory Alpha, LLC 0.01% Add +10.6% 4,129 $223K
Marcum Wealth, LLC 0.02% New 4,124 $223K
Premier Path Wealth Partners, LLC 0.04% Reduce -3.0% 4,107 $222K
FLC Capital Advisors 0.06% Add +7.3% 4,102 $222K
Fulton Breakefield Broenniman LLC 0.02% Reduce -5.3% 4,100 $222K
Pointe Capital Management LLC 0.14% No change 4,094 $221K
Core Wealth Partners LLC 0.17% New 4,066 $220K
Morningstar Investment Management LLC 0.02% No change 4,031 $218K
Argent Advisors, Inc. 0.09% New 4,024 $218K
Strategic Blueprint, LLC 0.02% Reduce -23.0% 4,020 $217K
Prosperity Wealth Management, Inc. 0.10% No change 4,019 $217K
Atticus Wealth Management, LLC 0.07% Reduce -4.7% 4,017 $217K
Phillips Wealth Planners LLC 0.25% New 4,275 $217K
Keystone Wealth Services, LLC 0.07% Add +3.1% 4,013 $217K
Congress Park Capital LLC 0.10% Add +6.7% 4,000 $216K
Avestar Capital, LLC 0.02% New 3,990 $216K
Everpar Advisors LLC 0.13% Reduce -20.9% 3,982 $215K
ETF Store, Inc. 0.12% New 3,973 $215K
Central Valley Advisors, LLC 0.11% Add +0.5% 3,964 $214K
AMG National Trust Bank 0.01% No change 3,959 $214K
Excalibur Management Corp. 0.09% Reduce -0.6% 3,953 $214K
Cetera Trust Company, N.A 0.13% Add +46.3% 3,950 $214K
Alpha Family Trust 0.13% No change 3,930 $213K
Morningstar Investment Services LLC 0.00% Reduce -25.4% 3,943 $212K
Diversify Advisory Services, LLC 0.01% — 3,955 $211K
GAMMA Investing LLC 0.04% Add +15.8% 3,886 $210K
Sandbox Financial Partners, LLC 0.09% Add +0.0% 3,877 $210K
Flynn Zito Capital Management, LLC 0.11% Add +2.4% 3,875 $210K
Commons Capital, LLC 0.30% Reduce -2.0% 3,863 $209K
Lake Street Advisors Group, LLC 0.01% Add +7.7% 3,843 $209K
Scott Capital Advisors, LLC 0.06% Add +4.5% 3,744 $204K
Coastwise Capital Group, LLC 0.19% New 3,763 $204K
RW Investment Management LLC 0.03% New 3,763 $204K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -8.3% 3,759 $203K
Archford Capital Strategies, LLC 0.03% Reduce -2.4% 3,757 $203K
Semus Wealth Partners LLC 0.17% Reduce -3.4% 3,727 $202K
Innova Wealth Partners 0.16% New 3,725 $202K
Busey Bank 0.01% Add +1.1% 3,717 $201K
Berry Wealth Group, LP 0.17% New 3,714 $201K
Concorde Asset Management, LLC 0.14% New 3,749 $201K
Armstrong Advisory Group, Inc. 0.02% No change 3,494 $201K
Yoder Wealth Management, Inc. 0.13% New 3,707 $201K
Whittier Trust Co. 0.00% Reduce -9.8% 3,705 $200K
Main Street Group, LTD 0.10% Add +519.8% 3,719 $200K
Montag A & Associates Inc. 0.01% Reduce -33.0% 3,580 $195K
Westside Investment Management, Inc. 0.05% No change 3,579 $194K
Janiczek Wealth Management, LLC 0.04% Add +13.5% 3,546 $192K
CI Investments Inc. 0.00% Add +77.5% 3,511 $190K
Independence Bank of Kentucky 0.06% New 3,460 $187K
Arax Advisory Partners 0.02% Add +4.6% 3,331 $180K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,320 $180K
Penserra Capital Management LLC 0.00% Reduce -48.7% 3,333 $179K
Gradient Investments LLC 0.00% Add +8.1% 3,230 $175K
Cutler Group LLC / CA 0.09% Reduce -74.5% 3,234 $174K
SRH Advisors, LLC 0.05% No change 3,100 $168K
Benjamin Edwards Inc. 0.03% Add +4.4% 2,869 $155K
Semmax Financial Advisors Inc. 0.05% Reduce -95.1% 2,681 $148K
Covestor Ltd 0.09% Add +38.2% 2,639 $143K
Sugarloaf Wealth Management, LLC 0.03% Reduce -33.7% 2,577 $139K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +17.0% 2,480 $134K
Caldwell Trust Co 0.02% Add +4.8% 2,425 $131K
M&R Capital Management Inc. 0.03% Add +20.0% 2,416 $131K
C M Bidwell & Associates Ltd. 0.09% Add +13.0% 2,413 $131K
Founders Capital Management 0.08% No change 2,280 $123K
CoreCap Advisors, LLC 0.01% New 2,167 $117K
Motco 0.01% Add +5.3% 2,149 $116K
Bartlett & Co. Wealth Management LLC 0.00% Add +11.3% 2,104 $114K
Tidemark, LLC 0.06% Add +9.4% 2,113 $114K
Cedar Wealth Management, LLC 0.04% Reduce -16.0% 2,100 $114K
Ninepoint Partners LP 0.01% No change 2,090 $113K
Toth Financial Advisory Corp. 0.01% Add +92.8% 2,065 $112K
Financial Perspectives, Inc 0.04% No change 2,011 $109K
Osterweis Capital Management Inc. 0.01% No change 2,000 $108K
Cherry Tree Wealth Management, LLC 0.03% No change 1,982 $107K
First Horizon Advisors, Inc. 0.00% Reduce -68.3% 1,945 $105K
Indiana Trust & Investment Management Co 0.04% Reduce -33.7% 1,933 $105K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +29.2% 1,888 $102K
Parkside Financial Bank & Trust 0.02% Add +3.8% 1,815 $98K
Optimum Investment Advisors 0.04% Add +24.1% 1,800 $97K
JNBA Financial Advisors 0.01% No change 1,780 $96K
Glass Jacobson Investment Advisors llc 0.04% Reduce -22.9% 1,765 $95K
Heritage Wealth Advisors 0.00% Add +43.3% 1,763 $95K
Tompkins Financial Corp. 0.01% New 1,750 $95K
CENTRAL TRUST Co 0.00% Add +0.1% 1,675 $91K
Castleview Partners, LLC 0.05% Add +1.4% 1,659 $90K
GPS Wealth Strategies Group, LLC 0.01% No change 1,657 $90K
Anchor Investment Management, LLC 0.01% Add +10.3% 1,657 $90K
HHM Wealth Advisors, LLC 0.01% Add +19.7% 1,644 $89K
City State Bank 0.04% Reduce -5.9% 1,600 $87K
Alta Advisers Ltd 0.04% No change 1,600 $87K
ESL Trust Services, LLC 0.02% New 1,600 $87K
Bangor Savings Bank 0.01% No change 1,592 $86K
Lindbrook Capital, LLC 0.01% Add +1.6% 1,583 $86K
Versant Capital Management, Inc 0.02% No change 1,569 $85K
Creative Financial Designs Inc. 0.01% Reduce -15.7% 1,531 $83K
Tsfg, LLC 0.02% New 1,524 $82K
Future Financial Wealth Managment LLC 0.06% New 1,500 $81K
Kelly Financial Services LLC 0.03% Reduce -8.8% 1,494 $81K
Grove Bank & Trust 0.01% Reduce -78.8% 1,467 $79K
Front Row Advisors LLC 0.03% No change 1,460 $79K
Beacon Capital Management, LLC 0.02% Add +113.1% 1,464 $79K
Hollencrest Capital Management 0.00% No change 1,416 $77K
McIlrath & Eck, LLC 0.01% Reduce -3.1% 1,411 $76K
Register Financial Advisors LLC 0.04% New 1,350 $73K
Harvest Fund Management Co., Ltd 0.01% Reduce -68.0% 1,312 $71K
Sawyer & Company, Inc 0.03% No change 1,300 $70K
Baldwin Wealth Partners LLC 0.01% Reduce -30.1% 1,230 $67K
Concord Wealth Partners 0.01% Add +132.6% 1,228 $66K
Cypress Capital Management LLC (WY) 0.07% New 1,218 $66K
Wolff Wiese Magana LLC 0.06% Add +5.2% 1,210 $65K
Trust Co 0.01% No change 1,197 $65K
Center for Financial Planning, Inc. 0.01% Add +101.9% 1,171 $63K
Hexagon Capital Partners LLC 0.01% Reduce -25.7% 1,134 $61K
Norwood Financial Corp 0.09% New 1,125 $61K
Bank of New Hampshire 0.02% No change 1,100 $60K
Rothschild Investment LLC 0.00% Add +5.8% 1,093 $59K
CoreFirst Bank & Trust 0.04% No change 1,080 $58K
Quent Capital, LLC 0.01% Add +0.5% 1,045 $57K
Salem Investment Counselors Inc. 0.00% Reduce -70.2% 1,010 $55K
Capital Analysts, LLC 0.00% Add +1.1% 996 $54K
Godsey & Gibb, Inc. 0.01% Add +7.6% 990 $54K
Fortis Group Advisors, LLC 0.01% Reduce -50.0% 950 $51K
Bellevue Asset Management, LLC 0.03% Reduce -9.6% 928 $50K
Wiser Advisor Group LLC 0.08% Add +1.3% 916 $50K
Pinnacle Financial Partners Inc 0.00% Add +1864.4% 884 $48K
Missouri Trust & Investment Co 0.02% Reduce -38.9% 880 $48K
Central Pacific Bank - Trust Division 0.01% — 864 $46K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Add +466.7% 850 $46K
Oliver Lagore Vanvalin Investment Group 0.01% No change 837 $45K
Manchester Capital Management LLC 0.01% Add +22.9% 837 $45K
Smartleaf Asset Management LLC 0.01% Add +191.2% 830 $45K
HM Payson & Co. 0.00% Reduce -31.5% 815 $44K
Silvant Capital Management LLC 0.00% No change 796 $43K
Activest Wealth Management 0.02% No change 782 $42K
Clearstead Advisors, LLC 0.00% Add +35.3% 725 $40K
Orion Capital Management LLC 0.02% No change 700 $38K
Compass Wealth Management LLC 0.01% No change 700 $38K
JFS Wealth Advisors, LLC 0.00% Reduce -22.7% 674 $36K
Bogart Wealth, LLC 0.00% Reduce -6.3% 670 $36K
Hoertkorn Richard Charles 0.02% No change 666 $36K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 666 $36K
Hilltop National Bank 0.01% — 647 $35K
Riverview Trust Co 0.03% New 630 $34K
Continuum Advisory, LLC 0.01% New 611 $33K
Key Financial Inc 0.01% Add +3.1% 604 $33K
LGT Financial Advisors LLC 0.04% Add +4.5% 599 $32K
Smithfield Trust Co 0.00% No change 575 $32K
FinTrust Capital Advisors, LLC 0.01% No change 582 $31K
Deseret Mutual Benefit Administrators 0.02% No change 574 $31K
SOA Wealth Advisors, LLC. 0.01% Add +0.7% 559 $30K
EntryPoint Capital, LLC 0.03% Reduce -44.2% 558 $30K
Private Wealth Management Group, LLC 0.01% No change 555 $30K
Bruce G. Allen Investments, LLC 0.02% Add +48.0% 552 $30K
Alaska Permanent Fund Corp 0.00% No change 538 $29K
Valley National Advisers Inc. 0.00% Add +6.2% 552 $29K
Bell Investment Advisors, Inc 0.01% Add +69.5% 529 $29K
Vima LLC 0.03% No change 437 $28K
Investment Research & Advisory Group, Inc. 0.01% No change 500 $27K
Northwest Investment Counselors, LLC 0.01% New 500 $27K
WASHINGTON TRUST Co 0.00% Add +65.7% 497 $27K
SYSTM Wealth Solutions LLC 0.00% Reduce -41.4% 495 $27K
Mb, Levis & Associates, LLC 0.01% Add +0.6% 475 $26K
ICA Group Wealth Management, LLC 0.01% Add +21.5% 469 $25K
Leonteq Securities AG 0.00% Reduce -40.8% 446 $24K
Robinswood Financial LLC 0.01% Add +0.2% 447 $24K
Tucker Asset Management LLC 0.01% Reduce -73.5% 436 $24K
Carmichael Hill & Associates, Inc. 0.01% No change 428 $23K
American National Bank & Trust 0.00% No change 427 $23K
Rise Advisors, LLC 0.01% New 420 $23K
Venturi Wealth Management, LLC 0.00% New 419 $23K
Tortoise Investment Management, LLC 0.00% No change 408 $22K
Dynamic Wealth Strategies, LLC 0.02% Reduce -16.3% 411 $22K
Hazlett, Burt & Watson, Inc. 0.01% No change 400 $22K
Rosenberg Matthew Hamilton 0.01% Add +89.8% 408 $22K
Boyd Watterson Asset Management LLC 0.01% Add +291.3% 403 $22K
Arlington Trust Co LLC 0.01% Reduce -50.0% 400 $22K
Piscataqua Savings Bank 0.02% Reduce -18.4% 400 $22K
MV Capital Management, Inc. 0.00% Reduce -0.3% 390 $21K
St Germain D J Co. Inc. 0.00% Reduce -21.2% 372 $20K
Monetary Management Group Inc. 0.01% No change 360 $19K
Albion Financial Group 0.00% Add +1.4% 357 $19K
Hartford Financial Management Inc. 0.00% No change 350 $19K
CBIZ Investment Advisory Services, LLC 0.00% New 346 $19K
TD Waterhouse Canada Inc. 0.00% Add +23.5% 526 $19K
Plato Investment Management Ltd 0.00% New 345 $19K
Transcendent Capital Group LLC 0.01% No change 341 $18K
Country Trust Bank 0.00% Add +443.6% 337 $18K
Mark Sheptoff Financial Planning, LLC 0.01% No change 330 $18K
Luken Investment Analytics, LLC 0.01% No change 327 $18K
WR Wealth Planners, LLC 0.01% New 311 $17K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 288 $16K
Aspect Partners, LLC 0.01% Add +13.5% 286 $15K
Barrett & Company, Inc. 0.01% No change 284 $15K
Archer Investment Corp 0.00% Reduce -71.4% 278 $15K
GW&K Investment Management, LLC 0.00% No change 281 $15K
Providence Capital Advisors, LLC 0.00% No change 272 $15K
FNY Investment Advisers, LLC 0.01% Add +129.2% 275 $14K
Salomon & Ludwin, LLC 0.00% No change 254 $14K
Towne Trust Company, N.A 0.00% New 250 $14K
Clear Investment Research, LLC 0.02% Add +2.9% 249 $13K
Evermay Wealth Management LLC 0.00% Reduce -2.5% 238 $13K
CGC Financial Services, LLC 0.01% No change 236 $13K
Core Wealth Advisors, Inc. 0.00% No change 228 $12K
Creative Capital Management Investments LLC 0.01% No change 225 $12K
AlphaMark Advisors, LLC 0.00% No change 200 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 200 $11K
Hoese & Co LLP 0.01% No change 200 $10K
Aspire Private Capital, LLC 0.00% Add +40.1% 192 $10K
Ameliora Wealth Management Ltd. 0.00% No change 188 $10K
Richard W. Paul & Associates, LLC 0.00% Add +45.2% 183 $10K
Community Bank, N.A. 0.00% Reduce -61.2% 180 $10K
Bare Financial Services, Inc 0.01% No change 173 $9K
FSC Wealth Advisors, LLC 0.01% Reduce -37.8% 166 $9K
CVA Family Office, LLC 0.00% Reduce -66.7% 166 $9K
Sittner & Nelson, LLC 0.00% No change 163 $9K
IFS Advisors, LLC 0.01% No change 159 $9K
Avion Wealth 0.00% Add +18.9% 132 $8K
Kiely Wealth Advisory Group, Inc. 0.00% No change 143 $8K
Crewe Advisors LLC 0.00% New 143 $8K
Abound Wealth Management 0.00% Add +18.1% 137 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 136 $7K
Abich Financial Wealth Management LLC 0.01% No change 135 $7K
Sandy Spring Bank 0.00% No change 128 $7K
GHP Investment Advisors, Inc. 0.00% No change 121 $7K
Highline Wealth Partners LLC 0.00% Add +0.9% 116 $6K
Nemes Rush Group LLC 0.00% Reduce -13.2% 112 $6K
First PREMIER Bank 0.00% New 103 $6K
Operose Advisors LLC 0.00% No change 110 $6K
Global Financial Private Client, LLC 0.00% New 111 $6K
Global Trust Asset Management, LLC 0.00% No change 100 $5K
Institutional & Family Asset Management, LLC 0.00% No change 100 $5K
Spectrum Wealth Counsel, LLC 0.00% No change 100 $5K
SJS Investment Consulting Inc. 0.00% New 96 $5K
PSI Advisors, LLC 0.00% No change 95 $5K
Pacifica Partners Inc. 0.00% No change 90 $5K
Tributary Capital Management, LLC 0.00% New 81 $4K
Financial Gravity Asset Management, Inc. 0.00% Reduce -84.8% 80 $4K
Carolinas Wealth Consulting LLC 0.00% Add +35.1% 77 $4K
Planning Capital Management Corp 0.00% Add +196.0% 74 $4K
Capital Advisors, Ltd. LLC 0.00% Reduce -63.4% 81 $4K
CKW Financial Group 0.00% New 75 $4K
POM Investment Strategies, LLC 0.00% Add +1.4% 70 $4K
Mascoma Wealth Management LLC 0.00% Reduce -47.7% 67 $4K
Delta Asset Management LLC 0.00% New 60 $3K
Sachetta, LLC 0.00% No change 56 $3K
HighMark Wealth Management LLC 0.00% Reduce -46.2% 57 $3K
Raffa Wealth Management, LLC 0.00% No change 57 $3K
Kozak & Associates, Inc. 0.00% Add +2500.0% 52 $3K
Dunhill Financial, LLC 0.00% Add +20.9% 52 $3K
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 48 $3K
Tradewinds Capital Management, LLC 0.00% No change 47 $3K
TFC Financial Management, Inc. 0.00% Add +76.9% 46 $2K
Fortitude Family Office, LLC 0.00% Add +475.0% 46 $2K
Eagle Bay Advisors LLC 0.00% No change 44 $2K
Financial Management Professionals, Inc. 0.00% Add +106.3% 33 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 36 $2K
Laurel Wealth Advisors LLC 0.00% Add +240.0% 34 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 27 $1K
AlphaQuest LLC 0.00% New 24 $1K
Caitlin John, LLC 0.00% No change 22 $1K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -19.2% 21 $1K
Iron Horse Wealth Management, LLC 0.00% New 20 $1K
Fairman Group, LLC 0.00% No change 19 $1K
Sanctuary Wealth Management, L.L.C. 0.00% New 19 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 19 $1K
Loomis Sayles & Co. L P 0.00% Add +26.3% 24 $1K
DHJJ Financial Advisors, Ltd. 0.00% New 18 $974
Clarity Asset Management, Inc. 0.00% No change 12 $674
MCF Advisors LLC 0.00% Reduce -90.2% 12 $653
Cornerstone Planning Group LLC 0.00% New 11 $608
Nvwm, LLC 0.00% New 9 $489
RFP Financial Group LLC 0.00% No change 7 $395
Clear Point Advisors Inc. 0.00% No change 5 $288
REAP Financial Group, LLC 0.00% New 4 $216
Valued Wealth Advisors LLC 0.00% Reduce -72.7% 3 $164
First Command Advisory Services, Inc. 0.00% New 2 $108
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 1 $55
Impact Partnership Wealth, LLC 0.00% Reduce -99.6% 1 $39

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