Realty IncomeO

13F holders, Q2 2024 (June 30)
1,180holders −8
95new positions
108sold out
5famous investors
$52.81avg. 13F price*

At the end of Q2 2024, 1,180 institutions reported holding Realty Income Corp. (O) in their 13F filings, down 8 from Q1 2024. 95 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($7.3B), BlackRock Inc. ($4.4B) and State Street Corp. ($3.4B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024

InstitutionsTotal Value
New Positions95$96.1M
Exits108$260.2M

All 13F filers, Q1 2024 → Q2 2024: 45,962,778 shares bought and 55,932,302 shares sold, net −9,969,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,180 holders

Vanguard Group Inc. 0.14% Add +2.8% 138,468,178 $7.3B
BlackRock Inc. 0.10% Add +2.0% 83,292,102 $4.4B
State Street Corp. 0.15% Add +4.9% 63,821,473 $3.4B
Cohen & Steers, Inc. 2.74% Reduce -38.4% 24,687,237 $1.3B
Parnassus Investments, LLC 2.62% Add +277.2% 22,771,932 $1.2B
Geode Capital Management, LLC 0.10% Add +6.7% 22,572,668 $1.2B
Bank of America Corp. 0.08% Reduce -4.8% 15,105,194 $797.9M
Norges Bank 0.10% Add +6.8% 12,519,236 $661.3M
Morgan Stanley 0.05% Add +2.6% 12,439,571 $657.1M
Invesco Ltd. 0.13% Add +6.8% 11,939,797 $630.7M
Dimensional Fund Advisors LP 0.16% Add +3.7% 11,682,105 $617.0M
Legal & General Group Plc 0.16% Add +2.6% 10,793,101 $570.1M
JPMorgan Chase & Co. 0.04% Reduce -17.4% 9,535,699 $503.7M
Northern Trust Corp. 0.08% Add +4.6% 9,320,254 $492.3M
Charles Schwab Investment Management Inc. 0.09% Add +4.8% 9,265,943 $489.4M
APG Asset Management US Inc. 2.60% Add +3.1% 8,680,325 $454.5M
CBRE Investment Management Listed Real Assets LLC 6.19% Add +7.7% 6,363,707 $336.1M
Bank of New York Mellon Corp 0.06% Add +1.9% 6,134,407 $324.0M
Centersquare Investment Management LLC 3.32% Reduce -15.0% 5,802,907 $306.5M
FMR LLC 0.02% Reduce -13.4% 5,494,539 $290.2M
Wells Fargo & Company 0.07% Add +3.9% 5,072,397 $267.9M
Daiwa Securities Group Inc. 1.43% Reduce -45.7% 5,004,968 $264.4M
Sumitomo Mitsui Trust Group, Inc. 0.17% Reduce -4.0% 4,249,732 $224.5M
American Century Companies Inc. 0.13% Reduce -3.7% 4,099,071 $216.5M
Nuveen Asset Management, LLC 0.06% Reduce -10.6% 4,011,700 $211.9M
Rush Island Management, LP 16.71% Add +11.6% 3,857,765 $203.8M
Resolution Capital Ltd 3.77% Reduce -44.0% 3,793,806 $200.4M
ProShare Advisors LLC 0.49% Add +7.2% 3,463,345 $182.9M
Bahl & Gaynor LLC 1.00% Reduce -0.6% 3,386,376 $178.9M
Raymond James & Associates 0.12% Add +76.6% 3,366,982 $177.8M
Royal Bank of Canada 0.04% Add +25.8% 3,184,762 $168.2M
Sei Investments Co. 0.24% Reduce -6.4% 3,176,316 $167.8M
California Public Employees Retirement System 0.12% Reduce -10.6% 3,048,029 $161.0M
Canada Pension Plan Investment Board 0.14% Add +63.2% 2,610,483 $137.9M
Swiss National Bank 0.09% Add +2.4% 2,549,594 $134.7M
Scharf Investments, LLC 3.76% Reduce -8.5% 2,493,721 $131.7M
UBS Group AG 0.04% Reduce -31.5% 2,417,588 $127.7M
Envestnet Asset Management Inc. 0.04% Add +12.3% 2,344,643 $123.8M
Ameriprise Financial Inc. 0.03% Reduce -12.4% 2,313,298 $122.0M
HSBC Holdings PLC 0.08% Reduce -26.5% 2,313,346 $122.0M
Goldman Sachs Group Inc. 0.02% Reduce -2.6% 2,276,486 $120.2M
Lasalle Investment Management Securities LLC 5.01% Reduce -1.6% 2,214,885 $117.0M
Federated Hermes, Inc. 0.27% Add +54.6% 2,140,696 $113.1M
Principal Financial Group Inc. 0.07% Reduce -3.7% 2,116,554 $111.8M
Nomura Asset Management Co. Ltd. 0.36% Add +11.6% 1,977,048 $104.4M
Russell Investments Group, Ltd. 0.17% Reduce -22.4% 1,972,909 $104.2M
LPL Financial LLC 0.05% Add +17.9% 1,955,784 $103.3M
Barclays PLC 0.05% Add +14.5% 1,859,096 $98.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +14.4% 1,849,495 $97.7M
Alliancebernstein L.P. 0.03% Reduce -7.3% 1,819,338 $96.1M
National Pension Service 0.11% Add +4.4% 1,778,240 $93.9M
Rhumbline Advisers 0.09% Add +5.4% 1,715,660 $90.6M
Asset Management One Co., Ltd. 0.34% Add +1.5% 1,702,753 $89.9M
CANADA LIFE ASSURANCE Co 0.17% Add +10.2% 1,691,874 $89.4M
Abn Amro Investment Solutions 1.59% Add +230.3% 1,649,169 $87.1M
Aew Capital Management L P 4.19% Add +13.7% 1,641,458 $86.7M
Public Employees Retirement System of Ohio 0.32% Add +3.7% 1,561,546 $82.5M
PGGM Investments 1.09% Reduce -28.6% 1,439,953 $76.1M
Deutsche Bank AG 0.03% Add +0.3% 1,397,540 $73.8M
California State Teachers Retirement System 0.09% Add +5.5% 1,318,257 $69.6M
BNP Paribas Financial Markets 0.07% Add +5.1% 1,261,983 $66.7M
T. Rowe Price Associates Inc. 0.01% Add +7.5% 1,216,508 $64.3M
Stifel Financial Corp. 0.07% Add +15.6% 1,162,932 $61.4M
Northwestern Mutual Wealth Management Co. 0.06% Add +0.2% 1,152,207 $60.9M
Macquarie Group Ltd. 0.07% Reduce -49.0% 1,127,439 $59.6M
Amundi 0.02% Add +8.4% 1,133,537 $59.5M
Aberdeen Group plc 0.11% Reduce -13.4% 1,111,564 $58.7M
Citigroup Inc. 0.06% Reduce -10.7% 1,088,524 $57.5M
Bank of Montreal 0.02% Add +18.6% 1,084,469 $57.5M
Duff & Phelps Investment Management Co. 0.68% Reduce -62.2% 1,009,885 $53.3M
Cetera Investment Advisers 0.12% Add +2.4% 974,442 $51.5M
Epoch Investment Partners, Inc. 0.23% Add +1.5% 947,915 $50.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -85.8% 872,198 $46.1M
Neuberger Berman Group LLC 0.04% Reduce -16.3% 850,014 $44.7M
Truist Financial Corp. 0.07% Reduce -10.9% 842,473 $44.5M
Vest Financial, LLC 1.04% Add +22.6% 821,534 $43.4M
Prudential Financial Inc. 0.06% Reduce -75.4% 809,120 $42.7M
Allianz Asset Management GmbH 0.07% Add +12.7% 804,259 $42.5M
Victory Capital Management Inc. 0.04% Add +4.5% 803,158 $42.4M
State Board of Administration of Florida Retirement System 0.08% Add +19.5% 790,412 $41.7M
Nan Shan Life Insurance Co., Ltd. 0.92% Reduce -38.4% 738,771 $39.0M
New York State Teachers Retirement System 0.08% Add +0.9% 712,166 $37.6M
New York State Common Retirement Fund 0.05% Add +3.8% 686,003 $36.2M
Retirement Systems of Alabama 0.14% Add +19.4% 675,281 $35.7M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -19.1% 660,300 $34.9M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +117.4% 630,500 $33.3M
Manufacturers Life Insurance Company, The 0.03% Add +1.9% 602,672 $31.8M
Citadel Advisors 0.03% Reduce -50.1% 587,589 $31.0M
Rockefeller Capital Management L.P. 0.09% Add +4.1% 569,254 $30.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +3.0% 561,990 $29.7M
STRS Ohio 0.12% Add +2.0% 552,444 $29.2M
Commonwealth Equity Services, LLC 0.05% Add +5.3% 551,702 $29.1M
Resona Asset Management Co.,Ltd. 0.17% Add +9.1% 548,879 $28.8M
Franklin Resources Inc. 0.01% Reduce -37.7% 536,649 $28.3M
State of Alaska, Department of Revenue 0.31% Add +4.3% 530,618 $28.0M
Pictet Asset Management Holding SA 0.03% Add +6.8% 527,591 $27.9M
Janney Montgomery Scott LLC 0.08% Add +0.2% 514,874 $27.2M
State of Wisconsin Investment Board 0.07% Add +2.6% 503,622 $26.6M
AXA S.A. 0.08% Add +5.6% 495,021 $26.1M
Cambridge Investment Research Advisors, Inc. 0.10% Add +2.2% 493,680 $26.1M
DekaBank Deutsche Girozentrale 0.05% Reduce -4.1% 488,328 $25.9M
Chevy Chase Trust Holdings, LLC 0.08% Add +3.2% 475,488 $25.1M
Osaic Holdings, Inc. 0.06% Reduce -16.3% 460,968 $24.4M
Nisa Investment Advisors, LLC 0.15% Add +2.2% 448,427 $23.7M
Toronto Dominion Bank 0.04% Add +71.2% 425,330 $22.5M
Heitman Real Estate Securities LLC 1.40% Reduce -17.7% 419,703 $22.2M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -4.2% 413,958 $21.9M
Employees Retirement System of Texas 0.24% Reduce -18.9% 408,183 $21.6M
Danske Bank A/S 0.08% Reduce -11.2% 405,660 $21.4M
Handelsbanken Fonder AB 0.09% Add +29.3% 401,571 $21.2M
Korea Investment CORP 0.05% Reduce -0.8% 400,252 $21.1M
TD Asset Management Inc 0.02% Add +5.7% 398,935 $21.1M
Treasurer of the State of North Carolina 0.09% Add +0.9% 385,763 $20.4M
Sabal Trust CO 1.21% Add +1.6% 384,513 $20.3M
IFM Investors Pty Ltd 0.20% Add +128.7% 367,252 $19.4M
Waters Parkerson & Co., LLC 1.01% Add +5.0% 358,545 $18.9M
Van Eck Associates Corp. 0.03% Reduce -2.1% 355,137 $18.8M
Presima Securities ULC 4.13% Reduce -40.1% 351,703 $18.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +4.2% 343,834 $18.2M
Royal London Asset Management Ltd. 0.05% Add +3.7% 344,237 $18.1M
Susquehanna Fundamental Investments, LLC 0.41% New 339,620 $17.9M
Meiji Yasuda Asset Management Co Ltd. 0.73% Reduce -0.2% 338,650 $17.9M
State of New Jersey Common Pension Fund D 0.08% Reduce -30.7% 325,817 $17.2M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -9.2% 320,672 $16.9M
Storebrand Asset Management As 0.05% Add +3.0% 305,881 $16.2M
HighTower Advisors, LLC 0.02% Add +63.1% 304,923 $16.1M
Guggenheim Capital LLC 0.12% Reduce -4.1% 303,781 $16.0M
Susquehanna International Group, LLP 0.03% Reduce -19.1% 295,141 $15.6M
UniSuper Management Pty Ltd 0.13% Add +10.5% 294,767 $15.6M
Calamos Advisors LLC 0.11% Reduce -3.5% 291,898 $15.4M
Susquehanna Portfolio Strategies, LLC 0.63% No change 290,993 $15.4M
Voya Investment Management LLC 0.02% Add +8.7% 287,809 $15.2M
National Bank of Canada 0.02% Add +23.9% 287,130 $15.0M
Natixis Advisors, LLC 0.03% Add +32.9% 283,934 $15.0M
Bradley Foster & Sargent Inc. 0.27% Reduce -0.7% 279,622 $14.8M
Yousif Capital Management, LLC 0.17% Add +4.0% 276,514 $14.6M
Corebridge Financial, Inc. 0.08% — 267,338 $14.1M
AQR Capital Management 0.02% Add +23.1% 264,829 $13.8M
Creative Planning 0.01% Add +24.0% 259,481 $13.7M
MetLife Investment Management, LLC 0.08% Add +32.9% 258,685 $13.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -24.2% 258,665 $13.6M
Varma Mutual Pension Insurance Co 0.11% Reduce -2.9% 253,918 $13.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +9.8% 250,193 $13.2M
Becker Capital Management Inc. 0.45% Add +2.0% 250,057 $13.2M
Arizona State Retirement System 0.09% Add +4.6% 249,652 $13.2M
State of Tennessee, Department of Treasury 0.05% Add +29.0% 249,623 $13.2M
Castle Hook Partners LP 0.44% No change 242,656 $12.8M
CIBC Asset Management Inc 0.04% Add +2.6% 238,474 $12.6M
State of Michigan Retirement System 0.06% Add +4.7% 238,448 $12.6M
Sound Income Strategies, LLC 0.85% Add +9.2% 229,017 $12.1M
Lighthouse Investment Partners, LLC 0.66% Reduce -37.5% 225,000 $11.9M
D.A. Davidson & Co. 0.10% Reduce -3.2% 223,979 $11.8M
Brookstone Capital Management 0.19% Reduce -9.7% 200,785 $11.6M
Nissay Asset Management Corp. /Japan 0.08% Add +9.1% 218,260 $11.5M
KCM Investment Advisors LLC 0.41% Reduce -1.4% 216,125 $11.4M
Trust Co. of Vermont 0.62% Add +10.5% 215,959 $11.4M
SG Americas Securities, LLC 0.07% Add +47.5% 215,685 $11.4M
Eagle Asset Management Inc. 0.06% Reduce -2.7% 208,322 $10.9M
Benjamin F. Edwards & Company, Inc. 0.18% Add +8.9% 195,334 $10.3M
Squarepoint Ops LLC 0.04% Add +77.8% 194,411 $10.3M
Sit Investment Associates Inc. 0.23% Add +7.5% 192,025 $10.1M
OMERS ADMINISTRATION Corp 0.10% Add +18.1% 189,362 $10.0M
First Financial Bankshares Inc 0.23% New 188,774 $10.0M
Forsta Ap-Fonden 0.09% Reduce -7.0% 186,300 $9.8M
Mariner, LLC 0.02% Add +0.4% 184,460 $9.7M
FIL Ltd 0.01% Add +2.0% 184,402 $9.7M
Wellington Management Group LLP 0.00% Add +24.6% 183,330 $9.7M
Thrivent Financial for Lutherans 0.02% Add +0.8% 176,074 $9.3M
Parallel Advisors, LLC 0.24% Reduce -0.6% 175,634 $9.3M
Amalgamated Bank 0.08% Reduce -0.6% 173,683 $9.2M
Pensionfund PDN 4.81% Add +3.0% 171,370 $9.1M
Uniplan Investment Counsel, Inc. 0.84% Reduce -15.8% 171,150 $9.0M
Atria Wealth Solutions, Inc. 0.10% Add +2.3% 168,939 $8.9M
Edgemoor Investment Advisors, Inc. 0.83% Add +5.1% 167,254 $8.8M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +4.9% 165,988 $8.8M
Czech National Bank 0.10% Add +13.4% 165,934 $8.8M
USS Investment Management Ltd 0.07% No change 165,356 $8.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +66.1% 164,940 $8.7M
Community Bank of Raymore 6.74% Reduce -41.7% 164,354 $8.7M
Huntington National Bank 0.09% Reduce -0.9% 162,625 $8.6M
Skba Capital Management LLC 1.36% Reduce -0.3% 160,322 $8.5M
Corient Private Wealth LP 0.01% Add +0.9% 157,626 $8.3M
Allworth Financial LP 0.05% Add +1.8% 143,177 $8.2M
Sanctuary Advisors, LLC 0.06% — 152,663 $8.2M
LGT Group Foundation 0.13% Reduce -0.5% 154,607 $8.2M
First Trust Advisors LP 0.01% Add +39.0% 150,408 $7.9M
MAI Capital Management 0.08% Reduce -48.6% 149,855 $7.9M
Novare Capital Management LLC 0.71% Reduce -3.0% 149,392 $7.9M
Evergreen Capital Management LLC 0.28% Reduce -2.1% 145,431 $7.7M
DNB Asset Management AS 0.04% Add +11.3% 142,297 $7.5M
Utah Retirement Systems 0.09% Reduce -1.5% 141,967 $7.5M
Kestra Advisory Services, LLC 0.04% Add +5.3% 141,590 $7.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +7.7% 138,986 $7.3M
US Bancorp \de 0.01% Add +6.9% 136,990 $7.2M
Hudson Bay Capital Management LP 0.06% Add +1688.1% 136,254 $7.2M
F/m Investments LLC 0.25% New 131,684 $7.0M
IMC-Chicago, LLC 0.22% Add +51.6% 130,329 $6.9M
Mattern Capital Management, LLC 0.95% Add +0.3% 129,970 $6.9M
Venture Visionary Partners LLC 0.32% Add +40.3% 128,946 $6.8M
Focus Partners Wealth 0.02% Add +94.1% 128,524 $6.8M
Snowden Capital Advisors LLC 0.20% Add +9.4% 127,528 $6.7M
Core Alternative Capital 1.34% Reduce -10.7% 127,665 $6.7M
KBC Group NV 0.02% Reduce -14.7% 126,862 $6.7M
Insight Folios Inc 2.74% Add +2.4% 126,440 $6.7M
WealthPlan Investment Management, LLC 1.01% Reduce -1.8% 126,329 $6.7M
Mercer Global Advisors Inc. 0.02% Add +0.2% 160,042 $6.6M
Leslie Global Wealth, LLC 3.81% — 123,552 $6.5M
M&T Bank Corp 0.02% Add +3.8% 123,289 $6.5M
Public Sector Pension Investment Board 0.04% Add +23.3% 121,281 $6.4M
Xponance LLC 0.07% Reduce -0.0% 121,070 $6.4M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.07% — 120,953 $6.4M
New York Life Investment Management LLC 0.06% Add +5.1% 120,280 $6.4M
Rafferty Asset Management, LLC 0.02% Add +20.7% 120,210 $6.3M
Advisors Management Group Inc. 1.57% Reduce -0.5% 118,936 $6.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.0% 118,727 $6.3M
Tredje AP-fonden 0.06% No change 118,000 $6.2M
ING Groep NV 0.04% Add +17.2% 117,173 $6.2M
Sequoia Financial Advisors, LLC 0.07% Reduce -9.4% 116,578 $6.2M
Mizuho Markets Americas LLC 0.17% Reduce -36.2% 116,371 $6.1M
DAVENPORT & Co LLC 0.04% Add +18.6% 116,138 $6.1M
Mutual of America Capital Management LLC 0.07% Add +0.7% 115,367 $6.1M
Windle Wealth, LLC 3.71% Add +5.5% 115,140 $6.1M
Country Club Bank 0.42% Add +10.6% 114,833 $6.0M
Cibc World Markets Corp. 0.04% Reduce -67.4% 111,754 $5.9M
Schroder Investment Management Group 0.01% Add +16.0% 111,150 $5.9M
Marathon Capital Management 1.49% Add +627.4% 109,911 $5.8M
PNC Financial Services Group, Inc. 0.00% Add +15.1% 109,826 $5.8M
Zions Bancorporation, N.A. 0.46% Add +48.3% 109,182 $5.8M
Wealthfront Advisers LLC 0.02% Add +5.6% 108,299 $5.7M
Thompson Siegel & Walmsley LLC 0.09% No change 108,299 $5.7M
Metis Global Partners, LLC 0.19% Add +3.6% 107,274 $5.7M
Foster Victor Wealth Advisors, LLC 0.47% Reduce -67.9% 99,961 $5.6M
Pensionfund Sabic 1.65% Add +2.9% 106,238 $5.6M
Westwood Holdings Group Inc. 0.05% No change 106,102 $5.6M
Farmers & Merchants Investments Inc. 0.19% Add +13.4% 105,511 $5.6M
Canal Capital Management, LLC 0.94% Add +0.4% 104,783 $5.5M
TCV Trust & Wealth Management, Inc. 0.52% Add +1.3% 104,152 $5.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 104,017 $5.5M
United Asset Strategies, Inc. 0.54% Add +10.7% 103,862 $5.5M
MML Investors Services, LLC 0.02% Add +7.9% 103,807 $5.5M
WealthPLAN Partners, LLC 0.58% Reduce -4.5% 102,157 $5.4M
GSI Capital Advisors LLC 3.14% Add +0.9% 100,861 $5.3M
Telos Capital Management, Inc. 0.59% Add +1.5% 100,831 $5.3M
LVM Capital Management Ltd. 0.60% Reduce -1.5% 100,605 $5.3M
Jones Financial Companies LLLP 0.01% Add +602.1% 100,566 $5.3M
Miller Howard Investments Inc. 0.17% No change 99,060 $5.2M
APG Asset Management N.V. 0.01% Add +220.4% 105,968 $5.2M
Pacer Advisors, Inc. 0.01% Reduce -4.1% 98,204 $5.2M
Mackenzie Financial Corp. 0.01% Add +5.5% 97,156 $5.1M
Bank of Nova Scotia 0.01% Reduce -11.7% 97,044 $5.1M
Simplex Trading, LLC 0.16% Add +1082.5% 96,536 $5.1M
Advisors Asset Management, Inc. 0.10% Reduce -25.1% 95,245 $5.0M
Jane Street Group, LLC 0.01% Add +30.7% 94,212 $5.0M
Alpha Omega Wealth Management LLC 0.95% Add +0.8% 94,169 $5.0M
Dearborn Partners LLC 0.21% Add +18.2% 94,049 $5.0M
Tectonic Advisors LLC 0.36% Add +18.5% 93,656 $4.9M
Captrust Financial Advisors 0.02% Reduce -1.2% 93,560 $4.9M
Vestcor Inc 0.17% Add +23.5% 93,234 $4.9M
Dupree Financial Group, LLC 2.38% Add +5.1% 93,144 $4.9M
Stratos Wealth Partners, LTD. 0.08% Reduce -3.0% 92,844 $4.9M
Synergy Asset Management, LLC 0.76% New 91,513 $4.8M
Townsquare Capital LLC 0.07% Add +0.6% 90,830 $4.8M
Manning & Napier Advisors LLC 0.05% — 88,339 $4.7M
Zimmer Partners, LP 0.09% New 87,500 $4.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -52.1% 87,176 $4.6M
Oppenheimer & Co. Inc. 0.07% Add +2.6% 86,428 $4.6M
Mutual Advisors, LLC 0.14% Add +8.1% 78,235 $4.6M
Soltis Investment Advisors LLC 0.48% Add +53.6% 85,960 $4.5M
Janus Henderson Group PLC 0.00% Reduce -16.9% 84,916 $4.5M
Robeco Institutional Asset Management B.V. 0.01% Reduce -27.3% 84,862 $4.5M
Coldstream Capital Management Inc. 0.11% Add +4.5% 84,841 $4.5M
Pathway Financial Advisers, LLC 1.61% Add +1.5% 84,882 $4.5M
Elo Mutual Pension Insurance Co 0.10% Add +11.2% 84,336 $4.5M
Ethic Inc. 0.10% Add +5.9% 83,017 $4.4M
Gotham Asset Management 0.06% Add +0.3% 82,343 $4.3M
HBW Advisory Services LLC 0.72% Add +11.4% 81,932 $4.3M
Baugh & Associates, LLC 2.23% Reduce -5.0% 77,510 $4.3M
Carnegie Investment Counsel 0.13% Reduce -11.2% 79,987 $4.2M
Exchange Traded Concepts, LLC 0.10% Reduce -14.4% 77,354 $4.1M
Beacon Financial Group 0.46% Reduce -2.8% 76,949 $4.1M
Martin Capital Partners, LLC 1.63% Reduce -3.1% 76,563 $4.0M
First Foundation Advisors 0.15% Reduce -5.7% 76,098 $4.0M
Cwm, LLC 0.02% Add +2.8% 76,072 $4.0M
Concentric Wealth Management, LLC 1.04% Add +3.6% 75,848 $4.0M
Avantax Advisory Services, Inc. 0.03% Add +70.1% 75,563 $4.0M
AIA Group Ltd 0.12% Add +25.3% 75,370 $4.0M
Swiss Life Asset Management Ltd 0.05% Add +125.5% 75,058 $4.0M
Oregon Public Employees Retirement Fund 0.08% Add +5.2% 74,810 $4.0M
Signature Wealth Management Group 1.73% Add +0.8% 74,617 $3.9M
Atria Investments, Inc 0.05% Add +11.9% 73,384 $3.9M
Gladstone Institutional Advisory LLC 0.20% Add +2.3% 72,256 $3.8M
Edgestream Partners, L.P. 0.18% New 71,962 $3.8M
Peapack Gladstone Financial Corp. 0.06% Add +2.3% 71,044 $3.8M
Bard Financial Services, Inc. 0.39% Reduce -4.8% 70,885 $3.7M
Perpetual Ltd 0.04% Reduce -9.0% 70,818 $3.7M
Vanguard Personalized Indexing Management, LLC 0.07% Add +15.4% 73,994 $3.7M
Norinchukin Bank, The 0.11% Add +3.8% 70,466 $3.7M
Allstate Corp. 0.30% Reduce -38.6% 70,426 $3.7M
Valley Wealth Managers, Inc. 0.29% Reduce -1.0% 70,049 $3.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +19.9% 69,419 $3.7M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -72.9% 68,145 $3.6M
Liberty One Investment Management, LLC 0.40% Add +27.4% 67,492 $3.6M
Butensky & Cohen Financial Security, Inc. 1.13% Reduce -0.9% 67,488 $3.6M
Maryland State Retirement & Pension System 0.07% Add +3.8% 67,158 $3.5M
Mizuho Securities USA LLC 0.08% New 67,145 $3.5M
Adelante Capital Management LLC 0.28% Add +22.3% 67,061 $3.5M
Dakota Wealth Management 0.08% Reduce -0.2% 67,047 $3.5M
Pathstone Holdings, LLC 0.02% Add +18.0% 66,958 $3.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -3.8% 66,666 $3.5M
Versor Investments LP 0.65% Add +87.1% 66,606 $3.5M
Great Valley Advisor Group, Inc. 0.10% Add +12.2% 66,143 $3.5M
Intact Investment Management Inc. 0.13% New 65,900 $3.5M
Kentucky Retirement Systems 0.10% Add +3.9% 65,618 $3.5M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.8% 65,407 $3.5M
Nordea Investment Management AB 0.00% Add +12.8% 64,926 $3.4M
Prairiewood Capital, LLC 1.61% Add +13.4% 64,254 $3.4M
Paloma Partners Management Co 0.37% New 64,017 $3.4M
Cibc World Market Inc. 0.01% Reduce -81.4% 63,078 $3.3M
Baird Financial Group, Inc. 0.01% Reduce -55.8% 63,045 $3.3M
Marco Investment Management LLC 0.30% Reduce -1.6% 61,270 $3.2M
Kingsview Wealth Management, LLC 0.08% Add +1.3% 61,113 $3.2M
MBB Public Markets I LLC 0.07% Add +279.8% 60,815 $3.2M
Level Four Advisory Services, LLC 0.14% Add +110.1% 60,758 $3.2M
Highland Capital Management, LLC 0.19% Reduce -7.5% 60,555 $3.2M
Gold Investment Management Ltd. 1.35% Reduce -4.6% 60,371 $3.2M
Mgo One Seven LLC 0.15% Add +1.7% 59,700 $3.2M
Private Advisor Group, LLC 0.02% Reduce -10.6% 59,566 $3.1M
Kinloch Capital, LLC 1.63% Add +3.8% 59,173 $3.1M
Florida Trust Wealth Management Co 0.10% Reduce -0.8% 58,056 $3.1M
North Star Investment Management Corp. 0.22% Add +14.9% 57,936 $3.1M
Intrua Financial, LLC 0.49% Reduce -2.6% 57,550 $3.0M
Ostrum Asset Management 0.26% Reduce -3.7% 57,325 $3.0M
Fort Pitt Capital Group, LLC 0.09% Add +7.6% 56,929 $3.0M
Swedbank AB 0.00% Add +1.1% 56,351 $3.0M
Hartford Investment Management Co. 0.10% Add +3.9% 55,664 $2.9M
Ameritas Investment Partners, Inc. 0.10% Add +6.2% 55,196 $2.9M
Kempner Capital Management Inc. 1.54% New 54,888 $2.9M
Cerity Partners LLC 0.01% Reduce -16.0% 54,334 $2.9M
Bfsg, LLC 0.36% Add +6.3% 54,039 $2.9M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 54,000 $2.9M
Fifth Third Bancorp 0.01% Reduce -8.7% 53,293 $2.8M
TD Private Client Wealth LLC 0.09% Add +53.3% 53,252 $2.8M
Schonfeld Strategic Advisors LLC 0.02% Add +282.5% 52,400 $2.8M
Aviva PLC 0.01% Reduce -50.7% 52,302 $2.8M
Capital Square, LLC 1.78% Reduce -3.2% 47,660 $2.7M
Oppenheimer Asset Management Inc. 0.03% Reduce -23.4% 51,540 $2.7M
NewEdge Advisors, LLC 0.02% Reduce -18.4% 51,390 $2.7M
Securian Asset Management, Inc. 0.08% Add +2.2% 50,069 $2.6M
Assetmark, Inc. 0.01% Add +17.0% 49,438 $2.6M
Louisiana State Employees Retirement System 0.05% Add +1.9% 49,300 $2.6M
Naviter Wealth, LLC 0.39% Add +12.0% 48,861 $2.6M
Quantinno Capital Management LP 0.05% Add +21.9% 48,733 $2.6M
Keybank National Association 0.01% Reduce -2.3% 48,511 $2.6M
Silver Lake Advisory, LLC 0.63% Add +2.7% 48,437 $2.6M
Candriam S.C.A. 0.02% Add +13.4% 47,954 $2.5M
Ashton Thomas Securities, LLC 0.58% — 45,426 $2.4M
Azimuth Capital Investment Management LLC 0.10% Add +5.7% 45,260 $2.4M
Agf Management Ltd. 0.01% Add +3.3% 45,090 $2.4M
Vanderbilt University 0.50% Reduce -1.4% 45,020 $2.4M
QRG Capital Management, Inc. 0.03% Reduce -1.1% 44,323 $2.3M
Ensign Peak Advisors, Inc 0.00% Add +11.6% 44,128 $2.3M
Raymond James Trust N.A. 0.05% Add +43.3% 42,954 $2.3M
Burns Matteson Capital Management, LLC 1.42% Reduce -7.7% 47,572 $2.3M
HGI Capital Management, LLC 2.12% New 42,821 $2.3M
First National Bank of Omaha 0.15% Add +29.3% 42,500 $2.2M
Blackhawk Capital Partners, LLC 1.35% Reduce -6.0% 42,245 $2.2M
New Mexico Educational Retirement Board 0.08% No change 41,900 $2.2M
Brookfield Corp 0.01% Reduce -95.4% 41,737 $2.2M
Symphony Financial, Ltd. Co. 0.40% Add +21.0% 41,944 $2.2M
Parsons Capital Management Inc. 0.15% Reduce -32.8% 41,022 $2.2M
Walleye Trading LLC 0.04% New 40,960 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Add +2.1% 40,893 $2.2M
Kestra Private Wealth Services, LLC 0.04% Add +7.9% 40,730 $2.2M
Prosperity Consulting Group, LLC 0.29% Reduce -34.0% 40,535 $2.1M
L & S Advisors Inc 0.27% New 40,033 $2.1M
Richard Bernstein Advisors LLC 0.05% No change 39,973 $2.1M
OMC Financial Services LTD 0.99% Reduce -0.5% 39,941 $2.1M
Resources Management Corp. /CT/ 0.31% Add +6.4% 39,842 $2.1M
Icon Wealth Advisors, LLC 0.19% Reduce -3.4% 36,517 $2.1M
Capstone Investment Advisors, LLC 0.09% Reduce -95.4% 39,560 $2.1M
Tower Research Capital LLC (TRC) 0.04% Add +43.3% 39,541 $2.1M
UMB Bank, n.a. 0.03% Reduce -21.1% 39,492 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Reduce -2.5% 39,219 $2.1M
Integrated Wealth Concepts LLC 0.03% Add +14.6% 39,206 $2.1M
O'shaughnessy Asset Management, LLC 0.02% Add +32.1% 39,132 $2.1M
EP Wealth Advisors, LLC 0.02% Add +110.0% 39,001 $2.1M
Redwood Investment Management, LLC 0.18% Reduce -3.9% 38,816 $2.0M
Financial Sense Advisors, Inc. 0.64% Add +8.5% 38,026 $2.0M
Colonial Trust Advisors 0.19% Add +4.8% 37,621 $2.0M
Credit Agricole S A 0.01% Reduce -26.6% 37,458 $2.0M
Frank, Rimerman Advisors LLC 0.14% New 37,438 $2.0M
Ossiam 0.04% Add +17.2% 36,912 $1.9M
Security National Bank of Sioux City Iowa 1.40% Add +0.6% 36,865 $1.9M
GAMCO Investors 0.02% No change 36,700 $1.9M
Rakuten Investment Management, Inc. 0.01% Add +65.2% 36,943 $1.9M
Stock Yards Bank & Trust Co. 0.06% Reduce -9.6% 36,655 $1.9M
Gateway Investment Advisers LLC 0.02% Reduce -87.2% 36,473 $1.9M
Hutner Capital Management Inc. 1.05% Reduce -2.1% 36,166 $1.9M
Illinois Municipal Retirement Fund 0.03% Reduce -74.0% 35,781 $1.9M
Beacon Pointe Advisors, LLC 0.02% Add +6.5% 35,765 $1.9M
Sigma Planning Corp 0.06% Add +2.6% 35,420 $1.9M
Crossmark Global Holdings, Inc. 0.04% Add +0.6% 35,285 $1.9M
First Heartland Consultants, Inc. 0.18% Add +1.7% 34,688 $1.8M
Capital Investment Advisory Services, LLC 0.19% Add +14.5% 34,615 $1.8M
Virginia Wealth Management Group, Inc. 1.66% Reduce -0.8% 34,367 $1.8M
Alliance Wealth Advisors, LLC 0.53% Add +5.2% 34,035 $1.8M
NewEdge Wealth, LLC 0.04% Reduce -1.3% 33,745 $1.8M
Coppell Advisory Solutions LLC 0.29% — 33,501 $1.8M
Southland Equity Partners LLC 0.50% Add +106.5% 33,102 $1.7M
RFG Advisory, LLC 0.06% Add +2.9% 32,868 $1.7M
King Luther Capital Management Corp. 0.01% Add +24.1% 32,821 $1.7M
Lido Advisors, LLC 0.01% Add +4.9% 32,810 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.64% Reduce -1.7% 32,787 $1.7M
Brown Miller Wealth Management, LLC 0.72% Add +1.6% 32,626 $1.7M
Stoneridge Investment Partners LLC 0.64% New 32,000 $1.7M
Asset Planning Corporation 1.26% Reduce -5.0% 31,895 $1.7M
Caxton Associates LP 0.07% New 31,525 $1.7M
Shufro Rose & Co. LLC 0.14% Reduce -1.7% 31,500 $1.7M
ICW Investment Advisors LLC 0.75% Add +0.3% 31,252 $1.7M
Sheaff Brock Investment Advisors, LLC 0.15% Reduce -9.8% 30,872 $1.6M
1832 Asset Management L.P. 0.00% Reduce -15.8% 30,637 $1.6M
First Trust Direct Indexing L.P. 0.10% Add +26.2% 30,632 $1.6M
Wolverine Trading, LLC 0.03% Add +9.6% 30,623 $1.6M
Texas Yale Capital Corp. 0.08% Add +0.2% 30,549 $1.6M
FourThought Financial Partners, LLC 0.21% Reduce -32.1% 30,472 $1.6M
First Bank & Trust 0.32% Add +130.8% 30,162 $1.6M
Goepper Burkhardt LLC 0.72% Add +4.2% 30,156 $1.6M
IHT Wealth Management, LLC 0.06% Add +1.4% 29,987 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +150.2% 29,275 $1.5M
Castle Rock Wealth Management, LLC 0.39% Add +5.4% 29,522 $1.5M
ZWJ Investment Counsel Inc. 0.07% Add +1.9% 29,115 $1.5M
Schnieders Capital Management LLC 0.31% Add +8.2% 29,114 $1.5M
Spirit of America Management Corp. 0.31% Reduce -12.1% 29,033 $1.5M
Fulton Bank, N.A. 0.06% Add +84.4% 28,792 $1.5M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -4.9% 28,737 $1.5M
GeoWealth Management, LLC 0.07% Add +23.8% 28,711 $1.5M
Altman Advisors, Inc. 0.86% Add +0.9% 28,495 $1.5M
Acadian Asset Management LLC 0.00% New 28,251 $1.5M
Equitable Holdings, Inc. 0.02% Reduce -1.1% 28,136 $1.5M
Wealth Alliance, LLC 0.19% Add +33.8% 28,124 $1.5M
Great Lakes Advisors, LLC 0.01% Reduce -14.1% 28,110 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Add +2.3% 28,086 $1.5M
Advisory Services Network, LLC 0.03% Reduce -10.5% 27,996 $1.5M
PFG Investments, LLC 0.10% Reduce -15.6% 27,747 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +5.0% 27,713 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +1.7% 27,693 $1.5M
Ieq Capital, LLC 0.02% Add +23.0% 27,602 $1.5M
Vinva Investment Management Ltd 0.07% Add +9.3% 27,754 $1.5M
Kovack Advisors, Inc. 0.16% Reduce -3.3% 27,332 $1.4M
Security National Bank of So Dak 0.86% Reduce -3.8% 27,170 $1.4M
Commerce Bank 0.01% Reduce -1.3% 27,065 $1.4M
Wolverine Asset Management LLC 0.14% Reduce -45.8% 26,838 $1.4M
Ameritas Advisory Services, LLC 0.05% Add +31.0% 26,734 $1.4M
Daiichi Life Insurance Co., Ltd. 0.03% No change 26,693 $1.4M
Praxis Investment Management Inc. 0.10% No change 26,060 $1.4M
Meiji Yasuda Life Insurance Co 0.03% Reduce -6.8% 26,365 $1.4M
Independent Financial Group, LLC 0.06% Add +62.8% 26,286 $1.4M
Apollon Wealth Management, LLC 0.04% Reduce -14.0% 26,100 $1.4M
Mystic Asset Management, Inc. 0.55% Add +3.0% 25,978 $1.4M
Bleakley Financial Group, LLC 0.04% Add +14.2% 25,863 $1.4M
Simplicity Wealth,LLC 0.03% Add +14.3% 25,859 $1.4M
Centaurus Financial, Inc. 0.09% Reduce -32.4% 25,791 $1.4M
Choreo, LLC 0.02% Add +459.9% 25,821 $1.4M
Inceptionr LLC 0.38% New 25,503 $1.3M
Tidal Investments LLC 0.02% Reduce -12.8% 25,206 $1.3M
CIBC Private Wealth Group LLC 0.00% Add +7.6% 25,018 $1.3M
Prospera Financial Services Inc 0.04% Reduce -2.2% 25,027 $1.3M
Signaturefd, LLC 0.03% Add +11.5% 24,905 $1.3M
Jaffetilchin Investment Partners, LLC 0.11% Reduce -4.6% 24,732 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.51% Add +6.8% 24,570 $1.3M
Investment Advisory Group, LLC 0.50% Reduce -5.8% 24,449 $1.3M
&partners 0.06% Add +432.7% 24,429 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +136.1% 23,869 $1.3M
Worldquant Millennium Advisors LLC 0.01% New 23,726 $1.3M
Blue Trust, Inc. 0.02% Add +3.1% 23,156 $1.3M
Kesler, Norman & Wride, LLC 0.27% Reduce -10.7% 23,648 $1.2M
Moors & Cabot, Inc. 0.07% Reduce -5.0% 23,303 $1.2M
Commerzbank Aktiengesellschaft 0.04% Add +11.0% 23,284 $1.2M
Wedbush Securities Inc. 0.04% Reduce -7.2% 23,250 $1.2M
Raleigh Capital Management Inc. 0.52% Add +38.2% 23,157 $1.2M
Griffin Asset Management, Inc. 0.14% Reduce -3.4% 23,134 $1.2M
Penserra Capital Management LLC 0.02% Add +593.5% 23,116 $1.2M
Intech Investment Management LLC 0.02% No change 22,941 $1.2M
Bayesian Capital Management, LP 0.14% Reduce -44.9% 22,844 $1.2M
Linden Thomas Advisory Services, LLC 0.19% Reduce -1.0% 22,768 $1.2M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -0.2% 22,287 $1.2M
NEOS Investment Management LLC 0.05% Add +45.4% 22,334 $1.2M
Cascade Investment Advisors, Inc. 0.79% Add +1.0% 22,076 $1.2M
Benedict Financial Advisors Inc. 0.30% Add +0.3% 22,045 $1.2M
United Services Automobile Association 0.03% Reduce -0.4% 21,783 $1.2M
Trust Investment Advisors 0.73% Add +5.6% 21,766 $1.1M
Applied Capital LLC 0.99% Add +10.3% 21,532 $1.1M
Principal Securities, Inc. 0.03% Add +0.9% 21,522 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +12.9% 21,273 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -1.4% 21,248 $1.1M
LongView Wealth Management 0.41% Add +28.8% 21,211 $1.1M
Founders Financial Securities LLC 0.11% Add +0.9% 21,210 $1.1M
Waverly Advisors, LLC 0.02% New 21,156 $1.1M
Broadwater Capital Management LLC 0.85% No change 20,930 $1.1M
Bay Rivers Group 0.57% Reduce -5.6% 20,886 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +199.3% 20,837 $1.1M
Fox Run Management, L.L.C. 0.21% New 20,814 $1.1M
Schaper Benz & Wise Investment Counsel Inc. 0.10% Add +4.1% 20,793 $1.1M
Concurrent Investment Advisors, LLC 0.04% Add +10.8% 20,790 $1.1M
SVB Wealth LLC 0.03% Reduce -3.7% 20,745 $1.1M
Verdence Capital Advisors LLC 0.10% Add +46.5% 20,723 $1.1M
Investors Research Corp 0.25% Add +34.7% 20,581 $1.1M
Sowell Financial Services LLC 0.05% Reduce -0.4% 20,557 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.11% Add +2.7% 20,519 $1.1M
Independent Advisor Alliance 0.04% Add +5.9% 20,387 $1.1M
Prosperity Planning, Inc. 0.37% Add +24.6% 20,266 $1.1M
Inspire Trust Co, N.A. 0.35% Add +52.9% 20,225 $1.1M
Cornercap Investment Counsel Inc. 0.17% Reduce -1.3% 20,027 $1.1M
Systematic Financial Management LP 0.03% Reduce -87.9% 20,019 $1.1M
Jamison Private Wealth Management, Inc. 0.17% Add +3.5% 19,879 $1.1M
Heirloom Wealth Management 0.34% Reduce -17.5% 19,858 $1.0M
Savant Capital, LLC 0.01% Add +30.9% 19,729 $1.0M
Composition Wealth, LLC 0.03% Reduce -3.1% 19,625 $1.0M
Glenmede Trust Co. NA 0.01% Reduce -3.8% 19,554 $1.0M
Nations Financial Group Inc, /Ia/ 0.08% Add +0.5% 19,506 $1.0M
RB Capital Management, LLC 0.27% Reduce -6.3% 19,284 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +18.3% 19,278 $1.0M
Orion Portfolio Solutions, LLC 0.01% Add +18.3% 19,278 $1.0M
Adams Asset Advisors, LLC 0.14% Reduce -19.7% 19,275 $1.0M
RDA Financial Network 0.33% Reduce -0.7% 19,274 $1.0M
Lockheed Martin Investment Management Co. 0.06% Reduce -37.8% 19,250 $1.0M
Investment Management Corp of Ontario 0.03% Add +43.1% 19,240 $1.0M
Diligent Investors, LLC 0.25% Add +2.5% 19,236 $1.0M
Edmp, Inc. 0.91% Add +1.0% 19,056 $1.0M
Colonial Trust Co / SC 0.18% Reduce -1.0% 18,907 $999K
HighPoint Advisor Group LLC 0.06% Reduce -3.5% 17,065 $996K
Belpointe Asset Management LLC 0.07% Reduce -21.4% 18,793 $993K
Nwam LLC 0.29% Add +1.0% 18,718 $989K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.31% New 18,569 $981K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.40% Add +46.9% 18,320 $968K
Stanley-Laman Group, Ltd. 0.13% No change 18,285 $966K
MQS Management LLC 0.58% Add +151.8% 18,260 $964K
Cornerstone Advisors, LLC 0.04% Reduce -20.9% 18,200 $961K
IFG Advisory, LLC 0.06% Add +17.2% 18,174 $960K
Naples Global Advisors, LLC 0.10% Reduce -0.5% 18,171 $960K
Allen Capital Group, LLC 0.13% Add +6.2% 18,120 $957K
Chiron Capital Management, LLC 0.91% Reduce -3.7% 18,103 $956K
Essex Financial Services, Inc. 0.07% Add +17.9% 15,827 $953K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -0.9% 17,939 $948K
Perennial Investment Advisors, LLC 0.14% Reduce -2.5% 17,868 $944K
Delta Investment Management, LLC 0.21% Add +18.5% 17,766 $938K
Compass Ion Advisors, LLC 0.13% No change 17,331 $938K
Global Retirement Partners, LLC 0.03% Add +5.5% 17,667 $933K
LBP Am SA 0.04% New 17,654 $932K
LRI Investments, LLC 0.11% No change 17,653 $932K
Alpha Cubed Investments, LLC 0.04% Add +6.1% 17,642 $932K
Clifford Swan Investment Counsel LLC 0.03% Reduce -1.9% 17,611 $930K
NorthRock Partners, LLC 0.04% Reduce -0.3% 17,586 $929K
Magnetar Financial LLC 0.02% New 17,577 $928K
Park Avenue Securities LLC 0.01% Reduce -2.1% 17,389 $919K
Blair William & Co. 0.00% Reduce -0.7% 17,397 $919K
Armstrong, Fleming & Moore, Inc 0.59% Add +0.1% 17,354 $917K
Foresight Capital Management Advisors, Inc. 0.62% Add +10.9% 17,259 $912K
CreativeOne Wealth, LLC 0.05% Add +4.5% 17,178 $907K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -26.3% 17,071 $902K
Arkadios Wealth Advisors 0.06% Add +34.0% 16,904 $893K
Banco Santander, S.A. 0.01% Reduce -9.5% 16,896 $892K
Pasadena Private Wealth, LLC 0.21% Add +5.7% 16,819 $888K
Greenleaf Trust 0.01% Add +51.6% 16,741 $884K
Teacher Retirement System of Texas 0.01% Reduce -20.9% 16,745 $884K
First Trust Investment Solutions L.P. 0.12% Add +40.2% 16,672 $881K
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -3.8% 16,334 $863K
Kingswood Wealth Advisors, LLC 0.08% Reduce -28.8% 16,327 $862K
United Capital Financial Advisors, LLC 0.01% Add +17.3% 16,205 $856K
Glen Eagle Advisors, LLC 0.16% Reduce -3.2% 16,118 $851K
Perkins Coie Trust Co 0.20% Reduce -2.4% 16,104 $850K
Samalin Investment Counsel, LLC 0.39% Add +2.3% 15,925 $841K
Ascentis Independent Advisors 0.17% — 15,878 $839K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -92.3% 15,699 $829K
First National Trust Co 0.03% Reduce -2.9% 15,639 $826K
LM Advisors LLC 0.16% Add +266.1% 15,331 $810K
Realta Investment Advisors 0.16% Reduce -1.1% 15,320 $809K
L.M. Kohn & Company 0.22% Reduce -1.3% 15,279 $807K
Fourpath Capital Management, LLC 0.59% Add +35.8% 15,113 $798K
Perigon Wealth Management, LLC 0.02% Add +0.4% 14,949 $790K
Private Ocean, LLC 0.07% Add +1.4% 14,948 $790K
V-Square Quantitative Management LLC 0.13% Reduce -7.3% 14,849 $784K
Bridgefront Capital, LLC 0.33% Reduce -20.9% 14,821 $783K
Oak Thistle LLC 0.58% New 14,694 $776K
Empowered Funds, LLC 0.01% Add +30.6% 14,673 $771K
Harbor Investment Advisory, LLC 0.08% Reduce -0.3% 14,476 $765K
Prime Capital Investment Advisors, LLC 0.01% Reduce -27.1% 14,448 $763K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% New 14,300 $755K
Verus Capital Partners, LLC 0.08% Reduce -3.9% 14,209 $751K
Oak Hill Wealth Advisors, LLC 0.23% — 14,183 $749K
Loudon Investment Management, LLC 0.44% Add +3.7% 14,170 $748K
Denver Wealth Management, Inc. 0.37% Add +0.9% 14,135 $747K
Gratus Capital, LLC 0.03% Add +99.1% 14,129 $746K
Prudential PLC 0.01% Add +42.4% 14,103 $745K
Magnolia Capital Management Ltd. 0.62% Reduce -21.2% 14,087 $744K
Meeder Advisory Services, Inc. 0.05% Add +46.0% 14,026 $741K
SMART Wealth LLC 0.30% Add +34.1% 13,942 $736K
HHM Wealth Advisors, LLC 0.11% Add +735.6% 13,737 $726K
Panagora Asset Management Inc. 0.00% Reduce -30.9% 13,733 $725K
Vawter Financial, Ltd. 0.50% Reduce -0.7% 13,672 $722K
TFG Advisers LLC 0.28% Reduce -1.8% 13,610 $719K
Boothbay Fund Management, LLC 0.02% New 13,579 $717K
Profund Advisors LLC 0.03% Add +7.5% 13,488 $712K
Retirement Planning Co of New England, Inc. 0.39% Add +7.7% 13,488 $712K
Mosaic Family Wealth Partners, LLC 0.11% Reduce -7.0% 13,374 $706K
Money Concepts Capital Corp. 0.06% Add +7.6% 13,317 $703K
Stephens Inc. 0.01% Add +19.5% 13,288 $702K
Modern Wealth Management, LLC 0.05% Add +16.5% 13,280 $701K
B. Riley Wealth Advisors, Inc. 0.02% Add +51.8% 13,262 $701K
Harbour Investments, Inc. 0.02% Add +2.3% 13,243 $700K
PFW Advisors LLC 0.22% Reduce -1.4% 13,228 $699K
Duncker Streett & Co. Inc. 0.13% Reduce -2.1% 13,218 $698K
Moseley Investment Management Inc. 0.32% Add +1.0% 13,056 $690K
Pearl River Capital, LLC 0.11% Add +4.4% 13,028 $688K
Infrastructure Capital Advisors, LLC 0.11% Reduce -1.2% 13,087 $688K
Marex Group Ltd 0.02% Reduce -93.1% 13,000 $687K
Truvestments Capital LLC 0.27% Reduce -12.8% 12,874 $680K
Legacy Financial Advisors, Inc. 0.12% Add +1.8% 12,842 $678K
Cyndeo Wealth Partners, LLC 0.05% Add +195.7% 12,722 $672K
Nomura Holdings Inc. 0.00% Add +89.7% 12,595 $665K
William Allan Corp 0.44% Add +7.7% 12,450 $658K
Westpac Banking Corp. 0.05% Add +24.7% 12,413 $656K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -3.4% 12,413 $656K
Brown Advisory Inc. 0.00% Reduce -2.9% 12,362 $653K
Tarbox Family Office, Inc. 0.11% Reduce -13.7% 12,312 $650K
Bright Futures Wealth Management, LLC. 0.35% New 10,921 $648K
TCW Group Inc. 0.01% Reduce -7.5% 12,199 $644K
Avior Wealth Management, LLC 0.03% Add +33.1% 12,071 $638K
Consolidated Portfolio Review Corp 0.15% Add +151.6% 12,058 $637K
Horizon Investments, LLC 0.02% Add +6.2% 12,092 $633K
Checchi Capital Advisers, LLC 0.05% Reduce -11.4% 11,939 $631K
My Legacy Advisors, LLC 0.20% Reduce -6.0% 11,936 $630K
Chicago Partners Investment Group LLC 0.02% Reduce -10.3% 10,623 $620K
Jeppson Wealth Management, LLC 0.23% Reduce -1.1% 11,657 $616K
Harbour Trust & Investment Management Co 0.07% Reduce -9.5% 11,653 $616K
Keudell/Morrison Wealth Management 0.18% Add +35.5% 11,526 $609K
Bokf, NA 0.01% Add +107.3% 11,513 $608K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +158.6% 11,400 $602K
Black Swift Group, LLC 0.14% Reduce -10.1% 11,390 $602K
N.E.W. Advisory Services LLC 0.06% Reduce -3.5% 11,300 $597K
Concourse Financial Group Securities, Inc. 0.04% Reduce -37.6% 11,288 $596K
AE Wealth Management LLC 0.01% Add +29.9% 11,277 $596K
Ausdal Financial Partners, Inc. 0.06% Add +48.2% 11,275 $596K
JBR Co Financial Management Inc 0.41% Reduce -9.2% 10,953 $579K
Van Hulzen Asset Management, LLC 0.04% Reduce -6.2% 10,932 $577K
SlateStone Wealth, LLC 0.06% Add +0.4% 10,745 $568K
Moneta Group Investment Advisors LLC 0.01% Add +6.9% 10,652 $563K
Crane Advisory, LLC 0.11% Reduce -6.3% 10,544 $560K
Bailard, Inc. 0.02% No change 10,595 $560K
Walleye Capital LLC 0.01% New 10,592 $559K
Campbell & CO Investment Adviser LLC 0.05% Reduce -41.6% 10,499 $555K
Financial Management Network Inc. 0.13% Reduce -10.8% 10,318 $548K
Cullen/Frost Bankers, Inc. 0.01% Add +0.5% 10,357 $547K
OneDigital Investment Advisors LLC 0.01% Add +1.2% 10,344 $546K
Dynamic Advisor Solutions LLC 0.02% Reduce -16.9% 10,284 $543K
Quadrant Capital Group LLC 0.04% Reduce -3.9% 10,191 $538K
Mather Group, Llc. 0.01% Add +69.5% 9,945 $538K
Powers Advisory Group, LLC 0.29% Add +2.7% 10,151 $536K
Fullcircle Wealth LLC 0.26% — 9,359 $536K
HBK Sorce Advisory LLC 0.02% Reduce -1.9% 10,076 $532K
Lanark Financial, Inc. 0.05% Add +4.6% 10,090 $532K
Portside Wealth Group, LLC 0.10% Reduce -0.7% 10,028 $530K
CFS Investment Advisory Services, LLC 0.04% New 10,012 $529K
Global X Japan Co., Ltd. 0.07% Add +47.9% 9,996 $528K
Associated Banc-Corp 0.02% Add +0.1% 9,990 $528K
First County Bank 0.27% Reduce -10.6% 9,953 $526K
International Assets Investment Management, LLC 0.05% Reduce -34.6% 9,925 $524K
First Affirmative Financial Network 0.36% Add +0.7% 9,900 $523K
Romano Brothers and Company 0.07% Reduce -0.7% 9,854 $520K
Convergence Financial, LLC 0.14% New 9,833 $519K
WFA of San Diego, LLC 0.46% — 9,718 $513K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Add +6.4% 9,703 $513K
Siemens Fonds Invest GmbH 0.04% Add +7.3% 9,674 $511K
Focus Financial Network, Inc. 0.02% Add +8.2% 8,860 $511K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -3.4% 9,660 $510K
GAMMA Investing LLC 0.07% Add +148.6% 9,660 $510K
Family Legacy, Inc. 0.18% Reduce -0.9% 9,606 $507K
Bessemer Group Inc. 0.00% Add +8.0% 9,618 $507K
Tiemann Investment Advisors, LLC 0.23% Add +3.0% 9,582 $506K
Chesapeake Asset Management LLC 0.48% Reduce -3.8% 9,568 $505K
Sterling Financial Planning, Inc. 0.20% No change 9,480 $501K
Householder Group Estate & Retirement Specialist, LLC 0.14% Add +21.8% 9,433 $498K
CCM Investment Advisers LLC 0.06% Reduce -18.5% 9,410 $497K
Sound Financial Strategies Group, LLC 0.43% New 9,406 $497K
Channel Wealth LLC 0.18% Add +49.7% 9,390 $496K
Wealthspire Retirement, LLC 0.04% Add +0.7% 9,323 $492K
Global Wealth Management Investment Advisory, Inc. 0.11% Add +6.4% 9,315 $492K
Wealth Alliance Advisory Group, LLC 0.11% Reduce -2.1% 9,307 $492K
First Hawaiian Bank 0.02% Reduce -10.4% 9,282 $490K
Buckley Wealth Management, LLC 0.16% Reduce -0.0% 9,274 $490K
First National Advisers, LLC 0.09% Add +17.6% 9,256 $489K
Summa Corp. 0.24% No change 9,250 $489K
Gen-Wealth Partners Inc 0.24% Add +12.6% 9,242 $488K
GC Wealth Management RIA, LLC 0.10% Add +95.2% 9,184 $485K
HB Wealth Management, LLC 0.01% Add +28.2% 9,162 $484K
Keystone Financial Group 0.18% Add +12.1% 9,162 $484K
Ingalls & Snyder LLC 0.02% Reduce -3.2% 9,150 $483K
Intrust Bank NA 0.05% Add +30.1% 9,137 $483K
Cigna Investments Inc. 0.09% Add +1.9% 9,109 $481K
Summit Financial Wealth Advisors, LLC 0.10% Add +76.7% 9,080 $480K
Private Trust Co. NA 0.05% Add +6.8% 9,075 $479K
Quad-Cities Investment Group, LLC 0.27% Reduce -0.8% 9,074 $479K
GYL Financial Synergies, LLC 0.04% Add +11.7% 9,037 $477K
Prio Wealth Limited Partnership 0.01% No change 8,931 $472K
NovaPoint Capital, LLC 0.16% Add +3.8% 8,906 $470K
Lazard Asset Management LLC 0.00% Reduce -30.4% 8,899 $469K
Balboa Wealth Partners 0.12% Reduce -18.9% 8,772 $463K
AdvisorNet Financial, Inc 0.04% Reduce -23.0% 8,714 $460K
Quadcap Wealth Management, LLC 0.08% Add +0.9% 8,617 $455K
Revisor Wealth Management LLC 0.31% Reduce -37.8% 8,461 $447K
Geneos Wealth Management Inc. 0.02% Add +7.8% 8,416 $445K
Patron Partners, LLC 0.26% Reduce -17.1% 8,411 $444K
Caldwell Sutter Capital, Inc. 0.22% Reduce -8.3% 8,391 $443K
Summit Financial, LLC 0.02% Add +8.0% 8,346 $441K
Procyon Advisors, LLC 0.03% Add +29.8% 8,314 $439K
Mission Creek Capital Partners, Inc. 0.11% Reduce -5.1% 8,283 $438K
Focused Wealth Management, Inc 0.06% Add +37.1% 8,240 $435K
Orange Investment Advisors, Inc. 0.06% Reduce -2.2% 7,308 $435K
J.W. Cole Advisors, Inc. 0.02% Reduce -13.6% 8,177 $432K
Capital Investment Advisors, LLC 0.01% Add +45.7% 8,165 $431K
Intellectus Partners, LLC 0.12% Reduce -22.3% 8,163 $431K
Community Bank & Trust, Waco, Texas 0.11% Reduce -3.2% 8,159 $431K
Founders Financial Alliance, LLC 0.13% Reduce -22.3% 8,135 $430K
West Paces Advisors Inc. 0.11% Reduce -10.9% 8,101 $428K
Hamilton Capital Partners Inc. 0.05% New 8,085 $427K
Merit Financial Group, LLC 0.01% Add +5.9% 8,020 $424K
SMH Capital Advisors Inc. 1.30% Reduce -7.8% 8,017 $423K
Groupama Asset Managment 0.01% Reduce -8.5% 7,992 $422K
Aptus Capital Advisors, LLC 0.01% Add +10.9% 7,986 $422K
Financial Partners Group, Inc 0.07% Reduce -1.6% 7,954 $420K
Valeo Financial Advisors, LLC 0.01% Reduce -13.0% 7,883 $416K
Group One Trading LLC 0.01% Reduce -56.6% 7,875 $416K
Buckingham Strategic Wealth, LLC 0.00% Add +7.8% 7,850 $415K
Cypress Capital Group 0.05% Reduce -16.4% 7,816 $413K
Ballentine Partners, LLC 0.01% Reduce -1.4% 7,801 $412K
Citizens National Bank Trust Department 0.09% Reduce -3.9% 7,798 $412K
Hilltop Holdings Inc. 0.05% Add +11.6% 7,760 $410K
Financial Advocates Investment Management 0.03% Add +6.4% 7,758 $410K
New Insight Wealth Advisors 0.24% Add +12.6% 7,655 $404K
Mitchell McLeod Pugh & Williams Inc. 0.09% Reduce -1.9% 7,614 $402K
Traynor Capital Management, Inc. 0.03% Add +28.0% 7,579 $400K
Elevation Point Wealth Partners, LLC 0.03% Reduce -13.3% 7,572 $400K
CAP Partners, LLC 0.32% Add +2.9% 7,518 $397K
Harvest Portfolios Group Inc. 0.01% Add +30.5% 7,377 $390K
Benchmark Investment Advisors LLC 0.28% Reduce -1.4% 7,321 $387K
Vident Advisory, LLC 0.01% Add +20.3% 7,302 $386K
Aviso Wealth Management 0.23% Add +1.9% 7,290 $385K
Trueblood Wealth Management, LLC 0.22% No change 7,233 $382K
Engineers Gate Manager LP 0.01% New 7,163 $378K
Foundations Investment Advisors, LLC 0.01% New 7,135 $377K
Beacon Investment Advisors LLC 0.19% Add +2.9% 7,094 $375K
Hendershot Investments Inc. 0.05% Reduce -20.6% 6,995 $369K
Essex Bank 0.10% Add +12.7% 6,980 $369K
IFP Advisors, Inc 0.01% Reduce -7.7% 6,907 $365K
Stratos Wealth Advisors, LLC 0.02% Add +8.0% 6,886 $364K
GTS Securities LLC 0.01% Reduce -21.8% 6,862 $362K
Asset Dedication, LLC 0.03% Add +4.2% 6,813 $360K
EverSource Wealth Advisors, LLC 0.02% Add +19.7% 6,241 $358K
Caprock Group, LLC 0.01% Reduce -11.1% 6,783 $358K
Excalibur Management Corp. 0.15% Add +71.0% 6,761 $357K
Rodgers Brothers Inc. 0.05% No change 6,750 $357K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -2.9% 6,750 $357K
Spire Wealth Management 0.01% Reduce -13.3% 6,735 $356K
Sage Investment Advisers LLC 0.40% Add +4.7% 6,710 $354K
Jump Financial, LLC 0.01% Reduce -94.7% 6,704 $354K
Flputnam Investment Management Co. 0.01% Reduce -0.7% 6,684 $353K
Cape Investment Advisory, Inc. 0.16% Add +5.4% 6,682 $353K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -3.4% 6,376 $353K
American Investment Services, Inc. 0.06% Reduce -13.9% 6,676 $353K
Investmark Advisory Group LLC 0.19% Add +0.6% 6,648 $351K
Blue Fin Capital, Inc. 0.07% No change 6,630 $350K
AlphaCore Capital LLC 0.08% Reduce -4.4% 6,617 $350K
180 Wealth Advisors, LLC 0.06% Add +1.6% 6,344 $349K
Guyasuta Investment Advisors Inc. 0.03% No change 6,039 $347K
Fifth Third Wealth Advisors LLC 0.03% New 6,524 $345K
Heartland Bank & Trust Co 0.20% Add +1.0% 6,512 $344K
Angeles Investment Advisors, LLC 0.02% Reduce -47.9% 6,434 $340K
Regal Investment Advisors LLC 0.02% Add +53.0% 6,413 $339K
SageView Advisory Group, LLC 0.02% New 6,330 $334K
Regions Financial Corp. 0.00% Reduce -3.8% 6,278 $332K
Graypoint LLC 0.02% Add +6.4% 6,216 $328K
Prudent Man Advisors, LLC 0.12% Add +5.5% 6,211 $328K
Milestone Asset Management, LLC 0.08% Add +5.7% 6,209 $328K
SignalPoint Asset Management, LLC 0.09% Add +1.9% 6,201 $328K
HUB Investment Partners, LLC 0.02% Reduce -27.6% 6,139 $324K
Csenge Advisory Group 0.02% Reduce -0.1% 6,129 $324K
Cohen Investment Advisors LLC 0.26% Reduce -82.4% 6,445 $322K
MeadowBrook Investment Advisors LLC 0.31% Add +3.4% 6,092 $322K
Integrated Advisors Network LLC 0.02% Reduce -0.7% 6,079 $321K
Opus Capital Group, LLC 0.05% Reduce -2.9% 6,086 $321K
Insigneo Advisory Services, LLC 0.04% Reduce -34.7% 5,384 $319K
Petix & Botte Co 0.09% New 6,028 $318K
AllSquare Wealth Management LLC 0.19% Reduce -14.3% 5,997 $317K
Summit Trail Advisors, LLC 0.01% Add +44.1% 5,974 $316K
Brighton Jones LLC 0.01% Add +5.2% 5,941 $314K
Sunbelt Securities, Inc. 0.03% Add +0.2% 5,936 $314K
Argent Trust Co 0.01% Add +36.5% 5,907 $312K
Leo Wealth, LLC 0.03% Add +27.3% 5,903 $312K
Certuity, LLC 0.02% Add +7.4% 5,892 $311K
Beverly Hills Private Wealth, LLC 0.07% Add +6.3% 5,835 $308K
Clearstead Advisors, LLC 0.01% Add +704.7% 5,834 $308K
Court Place Advisors, LLC 0.10% Add +1.5% 5,764 $304K
Freedom Investment Management, Inc. 0.02% Reduce -65.7% 5,752 $304K
Dudley Capital Management, LLC 0.17% Add +0.9% 5,714 $302K
Walker Asset Management, LLC 0.20% Add +6.2% 5,691 $301K
Transcend Capital Advisors, LLC 0.02% Add +2.5% 5,664 $299K
Financial Counselors Inc. 0.00% Add +8.0% 5,658 $299K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.7% 5,655 $299K
AJOVista, LLC 0.86% No change 5,632 $297K
Vance Wealth, LLC 0.12% Add +0.0% 5,628 $297K
Cadence Bank 0.02% Reduce -3.8% 5,606 $296K
9258 Wealth Management, LLC 0.05% New 5,604 $296K
Pinnacle Associates Ltd. 0.00% Add +17.4% 5,602 $296K
Park Place Capital Corp 0.09% Add +4.2% 5,582 $295K
Campion Asset Management 0.23% No change 5,570 $294K
Marcum Wealth, LLC 0.03% Add +34.5% 5,547 $293K
Two Sigma Securities, LLC 0.01% New 5,547 $293K
WCM Investment Management, LLC 0.00% New 5,563 $292K
NorthStar Asset Management LLC 0.20% New 5,521 $292K
Cross Staff Investments Inc 0.24% No change 5,511 $291K
TPG Advisors LLC 0.25% — 5,502 $291K
Signet Financial Management, LLC 0.04% Add +2.0% 5,463 $289K
Lummis Asset Management, LP 0.38% No change 5,457 $288K
Wrapmanager Inc. 0.08% Add +31.7% 5,454 $288K
Norden Group LLC 0.06% Reduce -17.2% 5,446 $288K
Larson Financial Group LLC 0.02% Reduce -0.3% 5,425 $287K
Phillips Wealth Planners LLC 0.30% Add +24.5% 5,323 $285K
Principle Wealth Partners LLC 0.02% No change 5,375 $284K
Boston Financial Mangement LLC 0.01% Reduce -6.9% 5,374 $284K
Prairie Sky Financial Group LLC 0.17% No change 5,332 $282K
First Manhattan Co. Llc. 0.00% Reduce -19.7% 5,306 $280K
Good Life Advisors, LLC 0.02% Reduce -4.2% 5,284 $279K
Ignite Planners, LLC 0.07% Add +0.4% 5,242 $278K
Farther Finance Advisors, LLC 0.01% Reduce -3.7% 5,313 $278K
BlueChip Wealth Advisors LLC 0.16% New 5,208 $275K
Western Wealth Management, LLC 0.02% Reduce -21.4% 5,188 $274K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -9.9% 5,182 $274K
Mason & Associates Inc 0.07% No change 5,147 $272K
Evanson Asset Management, LLC 0.02% Reduce -1.8% 5,145 $272K
XML Financial, LLC 0.03% Reduce -12.0% 5,100 $269K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.4% 5,083 $269K
Strategy Asset Managers LLC 0.06% Reduce -1.4% 4,477 $268K
Visionary Wealth Advisors 0.02% Reduce -14.8% 5,063 $267K
SS&H Financial Advisors, Inc. 0.10% No change 5,050 $267K
Mayflower Financial Advisors, LLC 0.04% Add +1.8% 5,040 $266K
Catalyst Capital Advisors LLC 0.01% No change 5,000 $264K
Keel Point, LLC 0.02% New 4,355 $263K
Avestar Capital, LLC 0.03% Add +24.2% 4,957 $262K
Pitcairn Co. 0.02% Reduce -6.3% 4,920 $260K
Tiaa Trust, National Association 0.00% Reduce -2.7% 4,899 $259K
Kellett Wealth Advisors, LLC 0.21% No change 4,890 $258K
Lake Street Advisors Group, LLC 0.01% Add +26.6% 4,866 $257K
Brown, Lisle/Cummings, Inc. 0.08% Reduce -7.2% 4,865 $257K
Exencial Wealth Advisors, LLC 0.01% New 4,865 $257K
Cozad Asset Management Inc. 0.03% Reduce -3.8% 4,832 $255K
Premier Path Wealth Partners, LLC 0.04% Add +16.5% 4,784 $253K
Everpar Advisors LLC 0.13% Add +19.5% 4,760 $251K
Farmers National Bank 0.08% Reduce -22.2% 4,717 $249K
Spreng Capital Management, Inc. 0.13% No change 4,700 $248K
Stiles Financial Services Inc 0.10% Reduce -7.3% 4,699 $248K
Sand Hill Global Advisors, LLC 0.01% New 4,682 $247K
Everhart Financial Group, Inc. 0.06% New 4,671 $247K
Tyche Wealth Partners LLC 0.06% Reduce -11.8% 4,665 $246K
ETF Store, Inc. 0.25% Add +17.0% 4,650 $246K
CW Advisors, LLC 0.00% Reduce -71.3% 4,639 $245K
Modera Wealth Management, LLC 0.00% Reduce -0.2% 4,570 $241K
Main Street Financial Solutions, LLC 0.02% Add +1.1% 4,563 $241K
Northcape Wealth Management, LLC 0.09% Reduce -29.1% 4,563 $241K
ProVise Management Group, LLC 0.02% Reduce -41.7% 4,563 $241K
Silverlake Wealth Management LLC 0.10% Add +0.3% 4,563 $241K
Morningstar Investment Services LLC 0.00% Add +16.7% 4,602 $241K
Johnson Bixby & Associates, LLC 0.04% Add +0.3% 4,528 $239K
Atticus Wealth Management, LLC 0.08% Add +12.7% 4,525 $239K
Sovereign Financial Group, Inc. 0.06% Add +0.8% 4,512 $238K
West Family Investments, Inc. 0.07% Reduce -1.8% 4,462 $236K
Fulton Breakefield Broenniman LLC 0.02% Add +8.6% 4,452 $235K
First Nebraska Trust Co 0.02% No change 4,436 $234K
Lantz Financial LLC 0.07% New 4,435 $234K
Holderness Investments Co. 0.05% New 4,391 $232K
Chilton Capital Management LLC 0.01% Reduce -3.1% 4,391 $232K
LexAurum Advisors, LLC 0.06% Reduce -2.9% 4,391 $232K
Colonial River Investments, LLC 0.12% New 4,366 $231K
Axxcess Wealth Management, LLC 0.01% New 4,366 $231K
Compound Planning, Inc. 0.02% New 4,348 $230K
Ancora Advisors LLC 0.01% No change 4,334 $229K
Rinkey Investments 0.08% Add +0.5% 4,329 $229K
PFG Advisors 0.02% Reduce -16.2% 4,323 $228K
FSB Premier Wealth Management, Inc. 0.10% Add +0.6% 4,252 $225K
Berger Financial Group, Inc 0.02% Add +2.0% 4,252 $225K
Congress Park Capital LLC 0.09% Add +6.3% 4,250 $224K
Cascade Financial Partners, LLC 0.03% New 4,244 $224K
Los Angeles Capital Management LLC 0.00% No change 4,221 $223K
Aull & Monroe Investment Management Corp 0.11% No change 4,200 $222K
Smith, Moore & Co. 0.02% Reduce -15.7% 4,177 $221K
Connors Investor Services Inc. 0.02% Reduce -31.4% 4,145 $219K
Core Wealth Partners LLC 0.15% Add +1.4% 4,123 $218K
Wedmont Private Capital 0.01% New 3,905 $218K
DF Dent & Co. Inc. 0.00% Reduce -25.3% 4,102 $217K
Pointe Capital Management LLC 0.13% No change 4,094 $216K
Kennedy Investment Group, Inc. 0.11% Reduce -8.3% 4,082 $216K
Slagle Financial, LLC 0.11% Reduce -3.6% 4,079 $215K
Napa Wealth Management 0.14% New 4,059 $214K
Jacobsen Capital Management 0.10% New 4,057 $214K
Keystone Wealth Services, LLC 0.07% Add +1.1% 4,056 $214K
Crescent Sterling, Ltd. 0.20% Reduce -25.2% 4,043 $214K
Morningstar Investment Management LLC 0.02% No change 4,031 $213K
Prosperity Wealth Management, Inc. 0.10% No change 4,019 $212K
FLC Capital Advisors 0.05% Reduce -2.3% 4,008 $212K
Charter Oak Capital Management, LLC 0.02% New 3,984 $210K
Verition Fund Management LLC 0.00% Reduce -18.9% 3,981 $210K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -6.7% 3,971 $210K
Fisher Asset Management 0.00% Reduce -44.8% 3,957 $209K
Cetera Trust Company, N.A 0.13% No change 3,950 $209K
Ellis Investment Partners, LLC 0.04% New 3,947 $208K
Cornerstone Wealth Management, LLC 0.02% Reduce -4.7% 3,939 $208K
Alpha Family Trust 0.12% No change 3,930 $208K
Flynn Zito Capital Management, LLC 0.11% Add +1.1% 3,919 $207K
Sandbox Financial Partners, LLC 0.08% No change 3,877 $205K
Advisory Alpha, LLC 0.01% Reduce -6.1% 3,876 $205K
First National Bank of Mount Dora, Trust Investment Services 0.05% Reduce -7.9% 3,855 $204K
Sunpointe, LLC 0.13% New 3,842 $203K
Sound View Wealth Advisors Group, LLC 0.02% Add +2.0% 3,836 $203K
AMG National Trust Bank 0.01% Reduce -3.4% 3,826 $202K
Coastwise Capital Group, LLC 0.19% Add +1.2% 3,807 $201K
Stockman Wealth Management, Inc. 0.04% Reduce -12.2% 3,805 $201K
CI Investments Inc. 0.00% Add +5.9% 3,718 $196K
Whittier Trust Co. 0.00% No change 3,705 $196K
Montag A & Associates Inc. 0.01% No change 3,580 $189K
Westside Investment Management, Inc. 0.04% No change 3,579 $189K
Janiczek Wealth Management, LLC 0.04% Add +0.5% 3,565 $188K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.0% 3,321 $175K
Opal Wealth Advisors, LLC 0.05% New 3,213 $170K
SRH Advisors, LLC 0.05% No change 3,100 $164K
Tobam 0.02% Reduce -34.5% 2,973 $157K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +18.6% 2,940 $155K
Gradient Investments LLC 0.00% Reduce -10.7% 2,886 $152K
Quarry LP 0.07% New 2,856 $151K
Tidemark, LLC 0.07% Add +35.2% 2,856 $151K
Armstrong Advisory Group, Inc. 0.01% Reduce -19.1% 2,825 $149K
Benjamin Edwards Inc. 0.03% Reduce -4.0% 2,755 $146K
Motco 0.01% Add +24.0% 2,664 $141K
M&R Capital Management Inc. 0.03% Add +8.8% 2,629 $139K
Sugarloaf Wealth Management, LLC 0.02% Add +1.0% 2,603 $137K
Bartlett & Co. Wealth Management LLC 0.00% Add +21.3% 2,552 $135K
Bogart Wealth, LLC 0.01% Add +270.8% 2,484 $131K
Cromwell Holdings LLC 0.08% — 2,433 $129K
Caldwell Trust Co 0.01% No change 2,425 $128K
C M Bidwell & Associates Ltd. 0.09% No change 2,413 $127K
Ridgewood Investments LLC 0.06% New 2,388 $126K
Widmann Financial Services, Inc. 0.10% New 2,334 $123K
AlphaQuest LLC 0.02% Add +9558.3% 2,318 $122K
Founders Capital Management 0.08% No change 2,280 $120K
Y.D. More Investments Ltd 0.01% New 2,199 $116K
Ninepoint Partners LP 0.01% No change 2,090 $110K
Toth Financial Advisory Corp. 0.01% Add +1.0% 2,085 $110K
Parkside Financial Bank & Trust 0.02% Add +13.8% 2,066 $109K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +8.8% 2,055 $109K
Financial Perspectives, Inc 0.04% No change 2,011 $106K
Optimum Investment Advisors 0.05% Add +11.1% 2,000 $106K
Osterweis Capital Management Inc. 0.01% No change 2,000 $106K
Arax Advisory Partners 0.01% Reduce -40.2% 1,993 $105K
Cherry Tree Wealth Management, LLC 0.03% No change 1,982 $105K
Pinnacle Bancorp, Inc. 0.03% Reduce -65.8% 1,978 $104K
Lindbrook Capital, LLC 0.01% Add +23.6% 1,957 $103K
Indiana Trust & Investment Management Co 0.04% No change 1,933 $102K
NFSG Corp 0.04% Reduce -54.5% 1,929 $102K
Main Street Group, LTD 0.05% Reduce -50.0% 1,861 $97K
Castleview Partners, LLC 0.05% Add +9.5% 1,816 $96K
JNBA Financial Advisors 0.01% No change 1,780 $94K
Glass Jacobson Investment Advisors llc 0.03% No change 1,765 $93K
Covestor Ltd 0.06% Reduce -33.0% 1,768 $93K
Tompkins Financial Corp. 0.01% No change 1,750 $92K
Anchor Investment Management, LLC 0.01% Add +3.1% 1,708 $90K
CENTRAL TRUST Co 0.00% Add +0.1% 1,676 $89K
Creative Financial Designs Inc. 0.01% Add +5.5% 1,615 $85K
Alta Advisers Ltd 0.04% No change 1,600 $85K
City State Bank 0.03% No change 1,600 $85K
ESL Trust Services, LLC 0.02% No change 1,600 $85K
Bangor Savings Bank 0.01% No change 1,592 $84K
Versant Capital Management, Inc 0.02% No change 1,569 $83K
Heritage Wealth Advisors 0.00% Reduce -11.3% 1,563 $83K
New Millennium Group LLC 0.05% New 1,553 $82K
Leonteq Securities AG 0.01% Add +246.9% 1,547 $82K
Tsfg, LLC 0.02% No change 1,524 $80K
Kelly Financial Services LLC 0.03% Add +0.4% 1,500 $79K
Semmax Financial Advisors Inc. 0.02% Reduce -51.9% 1,289 $78K
HM Payson & Co. 0.00% Add +80.9% 1,474 $78K
Beacon Capital Management, LLC 0.01% Add +0.1% 1,466 $77K
Front Row Advisors LLC 0.03% No change 1,460 $77K
Cedar Wealth Management, LLC 0.02% Reduce -30.9% 1,450 $77K
Chris Bulman Inc 0.05% — 1,447 $76K
Hollencrest Capital Management 0.00% No change 1,416 $75K
Quent Capital, LLC 0.01% Add +35.1% 1,412 $75K
McIlrath & Eck, LLC 0.01% Reduce -3.4% 1,363 $72K
Register Financial Advisors LLC 0.04% Add +0.4% 1,355 $72K
Rothschild Investment LLC 0.00% Add +16.6% 1,275 $67K
GPS Wealth Strategies Group, LLC 0.01% Reduce -24.4% 1,252 $66K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 1,257 $66K
Grove Bank & Trust 0.01% Reduce -15.9% 1,233 $65K
Baldwin Wealth Partners LLC 0.01% No change 1,230 $65K
Trust Co 0.01% No change 1,197 $63K
Redwood Wealth Management Group, LLC 0.05% New 1,148 $61K
Hexagon Capital Partners LLC 0.01% Add +0.9% 1,144 $60K
Bank of New Hampshire 0.02% No change 1,100 $58K
RE Dickinson Investment Advisors, LLC 0.03% New 1,026 $54K
Wolff Wiese Magana LLC 0.04% Reduce -15.7% 1,020 $54K
Strategic Financial Concepts, LLC 0.03% New 43,518 $53K
Capital Analysts, LLC 0.00% Reduce -3.4% 962 $51K
Manchester Capital Management LLC 0.01% Add +14.6% 959 $51K
Fortis Group Advisors, LLC 0.01% No change 950 $50K
Smartleaf Asset Management LLC 0.01% Add +14.5% 950 $50K
Wiser Advisor Group LLC 0.08% Add +1.6% 931 $49K
Bellevue Asset Management, LLC 0.03% Add +0.1% 929 $49K
Godsey & Gibb, Inc. 0.01% Reduce -7.1% 920 $49K
Pinnacle Financial Partners Inc 0.00% No change 884 $48K
Financial Network Wealth Advisors LLC 0.04% New 856 $47K
Central Pacific Bank - Trust Division 0.01% No change 864 $46K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 850 $45K
Prestige Wealth Management Group LLC 0.01% Reduce -92.3% 841 $44K
Oliver Lagore Vanvalin Investment Group 0.01% No change 837 $44K
Salem Investment Counselors Inc. 0.00% Reduce -19.8% 810 $43K
1620 Investment Advisors, Inc. 0.03% New 800 $42K
Silvant Capital Management LLC 0.00% No change 796 $42K
Headlands Technologies LLC 0.00% New 792 $42K
Missouri Trust & Investment Co 0.02% Reduce -11.0% 783 $41K
Activest Wealth Management 0.01% No change 782 $41K
Venturi Wealth Management, LLC 0.00% Add +79.5% 752 $40K
Deseret Mutual Benefit Administrators 0.02% Add +24.7% 716 $38K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 666 $38K
Orion Capital Management LLC 0.02% No change 700 $37K
Compass Wealth Management LLC 0.01% No change 700 $37K
TD Waterhouse Canada Inc. 0.00% Add +28.1% 674 $35K
Hoertkorn Richard Charles 0.02% No change 666 $35K
Hilltop National Bank 0.01% Reduce -0.8% 642 $34K
Riverview Trust Co 0.03% No change 630 $33K
JFS Wealth Advisors, LLC 0.00% Reduce -6.7% 629 $33K
Mfa Wealth Advisors, LLC 0.01% New 625 $33K
Continuum Advisory, LLC 0.00% Add +0.3% 613 $32K
Smithfield Trust Co 0.00% No change 575 $32K
WASHINGTON TRUST Co 0.00% Add +20.1% 597 $32K
Bruce G. Allen Investments, LLC 0.03% Add +8.0% 596 $31K
Center for Financial Planning, Inc. 0.00% Reduce -50.5% 580 $31K
Valley National Advisers Inc. 0.00% Add +3.6% 572 $30K
Private Wealth Management Group, LLC 0.01% No change 555 $29K
Hoey Investments, Inc. 0.01% New 544 $29K
Bell Investment Advisors, Inc 0.01% Add +1.9% 539 $28K
MV Capital Management, Inc. 0.00% Add +37.7% 537 $28K
Strengthening Families & Communities, LLC 0.01% New 529 $28K
Concord Wealth Partners 0.00% Reduce -57.0% 528 $28K
Investment Research & Advisory Group, Inc. 0.01% No change 500 $26K
Key Financial Inc 0.01% Reduce -17.2% 500 $26K
Robinswood Financial LLC 0.01% Add +11.2% 497 $26K
Pacifica Partners Inc. 0.01% Add +444.4% 490 $26K
Mark Sheptoff Financial Planning, LLC 0.01% Add +45.1% 479 $25K
Mb, Levis & Associates, LLC 0.01% Add +0.8% 479 $25K
Mizuho Bank, Ltd. 0.01% New 470 $25K
Tucker Asset Management LLC 0.01% Add +6.7% 465 $25K
Archer Investment Corp 0.01% Add +66.9% 464 $24K
GW&K Investment Management, LLC 0.00% Add +64.1% 461 $24K
Meeder Asset Management Inc. 0.00% New 443 $23K
ORG Partners LLC 0.00% New 438 $23K
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% Add +1.4% 426 $23K
Dynamic Wealth Strategies, LLC 0.02% No change 411 $22K
Qube Research & Technologies Ltd 0.00% Add +756.3% 411 $22K
Providence Capital Advisors, LLC 0.00% Add +50.0% 408 $22K
Tortoise Investment Management, LLC 0.00% No change 408 $22K
Arlington Trust Co LLC 0.01% No change 400 $21K
Piscataqua Savings Bank 0.02% No change 400 $21K
Hazlett, Burt & Watson, Inc. 0.01% No change 400 $21K
TruNorth Capital Management, LLC 0.01% New 391 $21K
Nemes Rush Group LLC 0.00% Add +239.3% 380 $20K
Community Bank, N.A. 0.00% Add +111.1% 380 $20K
Albion Financial Group 0.00% Add +1.4% 362 $19K
Monetary Management Group Inc. 0.01% No change 360 $19K
Hartford Financial Management Inc. 0.00% No change 350 $18K
CBIZ Investment Advisory Services, LLC 0.00% No change 346 $18K
Plato Investment Management Ltd 0.00% No change 345 $18K
Transcendent Capital Group LLC 0.01% No change 341 $18K
Aspect Partners, LLC 0.01% Add +18.5% 339 $18K
Abound Wealth Management 0.01% Add +146.7% 338 $18K
Country Trust Bank 0.00% No change 337 $18K
Luken Investment Analytics, LLC 0.01% No change 327 $17K
Lynx Investment Advisory 0.01% — 322 $17K
WR Wealth Planners, LLC 0.01% Add +2.6% 319 $17K
Aspire Private Capital, LLC 0.00% Add +57.8% 303 $16K
Sandy Spring Bank 0.00% Add +132.0% 297 $16K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +1.7% 293 $15K
Barrett & Company, Inc. 0.01% No change 284 $15K
Richard W. Paul & Associates, LLC 0.01% Add +53.5% 281 $15K
Rosenberg Matthew Hamilton 0.00% Reduce -31.4% 280 $15K
Triad Wealth Partners, LLC 0.01% New 276 $15K
Nvwm, LLC 0.00% Add +2966.7% 276 $15K
SOA Wealth Advisors, LLC. 0.00% Reduce -51.0% 274 $14K
FinTrust Capital Advisors, LLC 0.00% Reduce -54.0% 268 $14K
FNY Investment Advisers, LLC 0.01% No change 275 $14K
Salomon & Ludwin, LLC 0.00% No change 254 $13K
Clear Investment Research, LLC 0.02% Add +1.6% 253 $13K
Towne Trust Company, N.A 0.01% No change 250 $13K
Evermay Wealth Management LLC 0.00% No change 238 $13K
CGC Financial Services, LLC 0.01% No change 236 $12K
First Command Advisory Services, Inc. 0.00% Add +11650.0% 235 $12K
Washington Trust Advisors, Inc. 0.00% New 233 $12K
First Horizon Advisors, Inc. 0.00% Reduce -88.2% 229 $12K
Hobbs Group Advisors, LLC 0.00% — 228 $12K
Creative Capital Management Investments LLC 0.01% No change 225 $12K
SWS Partners 0.00% New 221 $12K
Strategic Investment Solutions, Inc. 0.00% — 200 $11K
Sachetta, LLC 0.00% Add +225.0% 182 $11K
HighMark Wealth Management LLC 0.01% Add +259.6% 205 $11K
Hoese & Co LLP 0.01% No change 200 $11K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 200 $11K
Capital Advisors, Ltd. LLC 0.00% Add +123.5% 181 $10K
Bare Financial Services, Inc 0.01% No change 173 $10K
Ameliora Wealth Management Ltd. 0.00% No change 188 $10K
St Germain D J Co. Inc. 0.00% Reduce -50.3% 185 $10K
Highline Wealth Partners LLC 0.00% Add +51.7% 176 $9K
CVA Family Office, LLC 0.00% Add +5.4% 175 $9K
Oakworth Capital, Inc. 0.00% New 173 $9K
FSC Wealth Advisors, LLC 0.01% Add +0.6% 167 $9K
Institutional & Family Asset Management, LLC 0.00% Add +65.0% 165 $9K
Sittner & Nelson, LLC 0.00% No change 163 $9K
Kiely Wealth Advisory Group, Inc. 0.00% No change 143 $9K
IFS Advisors, LLC 0.01% No change 159 $8K
Avion Wealth 0.00% Add +22.0% 161 $8K
PSI Advisors, LLC 0.00% Add +57.9% 150 $8K
SYSTM Wealth Solutions LLC 0.00% Reduce -70.3% 147 $8K
Fortitude Family Office, LLC 0.00% Add +213.0% 144 $8K
Cultivar Capital, Inc. 0.01% New 140 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 136 $7K
Abich Financial Wealth Management LLC 0.00% No change 135 $7K
Roble, Belko & Company, Inc 0.00% New 131 $7K
Unique Wealth Strategies, LLC 0.00% New 129 $7K
Fairscale Capital, LLC 0.01% — 120 $7K
Independence Bank of Kentucky 0.00% Reduce -96.4% 125 $7K
GHP Investment Advisors, Inc. 0.00% No change 121 $6K
Crewe Advisors LLC 0.00% Reduce -18.9% 116 $6K
Operose Advisors LLC 0.00% No change 110 $6K
Boyd Watterson Asset Management LLC 0.00% Reduce -74.4% 103 $5K
Global Trust Asset Management, LLC 0.00% No change 100 $5K
Spectrum Wealth Counsel, LLC 0.00% No change 100 $5K
Carolinas Wealth Consulting LLC 0.00% Add +28.6% 99 $5K
Family Firm, Inc. 0.00% New 84 $4K
Elequin Capital, LP 0.00% New 84 $4K
Tributary Capital Management, LLC 0.00% Add +1.2% 82 $4K
CKW Financial Group 0.00% No change 75 $4K
POM Investment Strategies, LLC 0.00% Add +1.4% 71 $4K
Mascoma Wealth Management LLC 0.00% No change 67 $4K
Ibex Wealth Advisors 0.00% Reduce -99.8% 67 $4K
Camelot Portfolios, LLC 0.00% New 65 $3K
Delta Asset Management LLC 0.00% No change 60 $3K
TFC Financial Management, Inc. 0.00% Add +23.9% 57 $3K
Raffa Wealth Management, LLC 0.00% No change 57 $3K
Financial Management Professionals, Inc. 0.00% Add +75.8% 58 $3K
Dunhill Financial, LLC 0.00% Add +1.9% 53 $3K
Kozak & Associates, Inc. 0.00% No change 52 $3K
Tradewinds Capital Management, LLC 0.00% No change 47 $2K
Eagle Bay Advisors LLC 0.00% No change 44 $2K
Planning Capital Management Corp 0.00% Reduce -46.0% 40 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% Add +2.8% 37 $2K
LGT Financial Advisors LLC 0.00% Reduce -96.2% 23 $1K
Pacific Center for Financial Services 0.00% New 23 $1K
Caitlin John, LLC 0.00% Add +4.5% 23 $1K
Iron Horse Wealth Management, LLC 0.00% No change 20 $1K
Fairman Group, LLC 0.00% No change 19 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 19 $1K
Coston, McIsaac & Partners 0.00% New 26 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 18 $951
Cornerstone Planning Group LLC 0.00% Add +45.5% 16 $947
Innealta Capital, LLC 0.00% New 13 $687
Clarity Asset Management, Inc. 0.00% Add +8.3% 13 $667
MCF Advisors LLC 0.00% No change 12 $634
Laurel Wealth Advisors LLC 0.00% Reduce -70.6% 10 $529
RFP Financial Group LLC 0.00% No change 7 $386
Ruedi Wealth Management, Inc. 0.00% New 6 $317
Pineridge Advisors LLC 0.00% New 4 $227
REAP Financial Group, LLC 0.00% No change 4 $211
Valued Wealth Advisors LLC 0.00% No change 3 $159
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 1 $49

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