Realty IncomeO

13F holders, Q1 2026 (March 31)
1,447holders +77
157new positions
89sold out
9famous investors
$61.22avg. 13F price*

At the end of Q1 2026, 1,447 institutions reported holding Realty Income Corp. (O) in their 13F filings, up 77 from Q4 2025. 157 opened new positions and 89 sold out. The largest holders were BlackRock, Inc. ($6.6B), Vanguard Portfolio Management LLC ($5.0B) and State Street Corp. ($3.9B). 9 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions157$152.5M
Exits89$339.4M

All 13F filers, Q4 2025 → Q1 2026: 24,807,067 shares bought and 33,676,968 shares sold, net −8,869,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,447 holders

BlackRock, Inc. 0.12% Add +2.0% 107,909,657 $6.6B
Vanguard Portfolio Management LLC 0.26% — 81,234,234 $5.0B
State Street Corp. 0.14% Add +0.3% 63,763,245 $3.9B
Vanguard Capital Management LLC 0.09% — 60,123,420 $3.7B
Geode Capital Management, LLC 0.12% Add +3.7% 30,297,093 $1.9B
Bank of America Corp. 0.08% Reduce -1.8% 17,332,135 $1.1B
Morgan Stanley 0.06% Reduce -16.7% 15,242,786 $932.6M
Parnassus Investments, LLC 2.53% Reduce -6.4% 14,142,311 $865.2M
JPMorgan Chase & Co. 0.06% Reduce -11.4% 13,833,893 $845.9M
Dimensional Fund Advisors LP 0.17% Add +1.2% 13,018,219 $796.5M
Charles Schwab Investment Management Inc. 0.11% Add +3.3% 12,188,656 $745.7M
Raymond James Financial Inc. 0.23% Add +1.0% 12,089,403 $739.6M
Northern Trust Corp. 0.09% Reduce -0.3% 11,485,224 $702.7M
Legal & General Group Plc 0.15% Reduce -1.5% 10,537,731 $644.7M
APG Asset Management US Inc. 4.26% Add +1.0% 8,937,472 $553.1M
FMR LLC 0.03% Add +2.0% 8,901,717 $544.6M
Invesco Ltd. 0.05% Add +1.1% 8,186,505 $500.9M
Deutsche Bank AG 0.14% Add +38.0% 6,899,614 $422.1M
Cohen & Steers, Inc. 0.71% Reduce -33.7% 6,663,458 $407.7M
Bank of New York Mellon Corp 0.06% Reduce -1.9% 5,451,265 $333.5M
Vanguard Fiduciary Trust Co. 0.08% — 5,187,776 $317.4M
Wells Fargo & Company 0.06% Reduce -7.5% 5,118,129 $313.1M
Goldman Sachs Group Inc. 0.03% Reduce -29.9% 4,296,598 $262.9M
Amundi 0.07% Add +56.7% 4,183,310 $255.9M
HSBC Holdings PLC 0.15% Add +4.3% 4,145,348 $253.7M
Centersquare Investment Management LLC 2.51% Reduce -8.8% 3,961,881 $242.4M
UBS Group AG 0.04% Reduce -33.8% 3,956,626 $242.1M
Nuveen, LLC 0.06% Reduce -4.0% 3,644,874 $223.0M
Royal Bank of Canada 0.04% Reduce -24.3% 3,138,201 $192.0M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -18.1% 2,968,288 $181.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +6.9% 2,918,579 $178.6M
ProShare Advisors LLC 0.26% Add +0.2% 2,831,029 $173.2M
American Century Companies Inc. 0.09% Reduce -17.7% 2,821,589 $172.6M
Swiss National Bank 0.10% Add +7.8% 2,699,694 $165.2M
Barclays PLC 0.05% Add +13.5% 2,486,968 $152.2M
LPL Financial LLC 0.04% Reduce -6.9% 2,452,994 $150.1M
Nomura Asset Management Co. Ltd. 0.38% Add +3.1% 2,396,658 $146.6M
Russell Investments Group, Ltd. 0.15% Add +17.1% 2,350,489 $143.8M
CANADA LIFE ASSURANCE Co 0.24% Add +1.1% 2,144,149 $131.4M
California Public Employees Retirement System 0.08% Reduce -13.1% 2,094,823 $128.2M
Vanguard Global Advisers, LLC 0.07% — 2,012,455 $123.1M
Envestnet Asset Management Inc. 0.03% Reduce -7.1% 2,000,103 $122.4M
Citigroup Inc. 0.08% Add +11.9% 1,989,860 $121.7M
Aberdeen Group plc 0.19% Reduce -2.5% 1,952,166 $119.4M
Bank of Montreal 0.05% Add +105.3% 1,944,134 $118.9M
Principal Financial Group Inc. 0.06% Reduce -4.3% 1,859,975 $113.8M
D. E. Shaw & Co. 0.10% Add +979.0% 1,850,345 $113.2M
BNP Paribas Financial Markets 0.07% Add +11.2% 1,791,416 $109.6M
Daiwa Securities Group Inc. 0.32% Reduce -38.7% 1,783,981 $109.1M
Asset Management One Co., Ltd. 0.32% Reduce -1.2% 1,770,166 $108.3M
Rhumbline Advisers 0.09% Add +0.3% 1,755,378 $107.4M
National Pension Service 0.08% Add +11.2% 1,617,860 $99.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.08% — 1,605,555 $98.2M
California State Teachers Retirement System 0.10% Reduce -2.2% 1,508,521 $92.3M
Jones Financial Companies LLLP 0.04% Add +16.0% 1,473,505 $89.4M
Alliancebernstein L.P. 0.03% Reduce -7.0% 1,561,374 $88.0M
Federated Hermes, Inc. 0.14% Reduce -44.6% 1,424,959 $87.2M
Ameriprise Financial Inc. 0.02% Add +18.5% 1,438,701 $86.6M
Sei Investments Co. 0.08% Reduce -19.3% 1,376,636 $84.2M
CBRE Investment Management Listed Real Assets LLC 1.23% Add +197.1% 1,352,780 $82.8M
Public Employees Retirement System of Ohio 0.26% Reduce -13.8% 1,337,540 $81.8M
Truist Financial Corp. 0.11% Reduce -1.0% 1,306,840 $80.0M
T. Rowe Price Associates Inc. 0.01% Reduce -2.0% 1,303,888 $79.8M
Schroder Investment Management Group 0.06% Reduce -10.9% 1,293,709 $78.8M
Cetera Investment Advisers 0.08% Reduce -0.2% 1,276,937 $78.1M
Stifel Financial Corp. 0.07% Reduce -4.7% 1,255,063 $76.8M
Adelante Capital Management LLC 4.99% Reduce -1.4% 1,193,546 $73.0M
Heitman Real Estate Securities LLC 5.24% Add +60.6% 1,191,070 $72.9M
Bahl & Gaynor LLC 0.35% Reduce -0.7% 1,143,670 $70.0M
Prudential Financial Inc. 0.09% Reduce -21.8% 1,142,112 $69.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +11.0% 1,137,821 $69.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +14.8% 1,135,942 $69.5M
J. Safra Sarasin Holding AG 1.12% Add +6.0% 1,074,854 $65.8M
Vanguard Investments Australia, Ltd. 0.19% — 1,067,542 $65.3M
Abn Amro Investment Solutions 0.81% Reduce -6.6% 1,021,228 $62.5M
Aew Capital Management L P 4.53% Reduce -45.4% 1,020,314 $62.4M
Canada Pension Plan Investment Board 0.04% Reduce -8.0% 1,018,088 $62.3M
Rockefeller Capital Management L.P. 0.11% Add +4.3% 985,995 $60.3M
Allianz Asset Management GmbH 0.07% Add +4.3% 945,037 $57.8M
Storebrand Asset Management As 0.16% Add +67.8% 927,509 $56.7M
First Trust Advisors LP 0.04% Reduce -2.7% 869,560 $53.2M
Caisse de depot et placement du Quebec 0.08% Add +240.2% 845,743 $51.7M
Susquehanna Portfolio Strategies, LLC 0.77% Add +17.5% 844,728 $51.7M
Macquarie Group Ltd. 0.31% Reduce -5.1% 842,992 $51.6M
Vest Financial, LLC 0.62% Add +2.4% 838,067 $51.3M
Capital Advisors Inc. 0.82% Add +22.6% 835,047 $51.1M
State Board of Administration of Florida Retirement System 0.09% No change 782,824 $47.9M
Aviva PLC 0.08% Add +3.2% 743,223 $45.5M
Neuberger Berman Group LLC 0.03% Add +69.1% 742,713 $45.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Reduce -0.6% 719,443 $44.0M
Retirement Systems of Alabama 0.14% Reduce -0.2% 708,357 $43.3M
New York State Teachers Retirement System 0.09% Reduce -9.6% 703,846 $43.1M
Epoch Investment Partners, Inc. 0.26% Reduce -17.2% 696,020 $42.6M
National Bank of Canada 0.04% Add +112.5% 666,195 $40.8M
Franklin Resources Inc. 0.01% Add +22.9% 655,402 $40.1M
Resona Asset Management Co.,Ltd. 0.19% Add +8.7% 637,435 $39.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Add +22.8% 630,652 $38.6M
Van Eck Associates Corp. 0.03% Add +14.7% 599,359 $36.7M
Danske Bank A/S 0.09% Add +4.3% 592,767 $36.3M
Cambridge Investment Research Advisors, Inc. 0.09% Add +1.6% 583,059 $35.7M
Janney Montgomery Scott LLC 0.08% Reduce -1.1% 559,237 $34.2M
Callodine Capital Management, LP 2.39% Reduce -0.9% 554,923 $34.0M
State of Alaska, Department of Revenue 0.37% Add +1.4% 552,034 $33.8M
Manufacturers Life Insurance Company, The 0.03% Reduce -1.3% 550,443 $33.7M
Nomura Asset Management International Inc. 0.06% Reduce -15.2% 529,196 $32.4M
AQR Capital Management 0.01% Add +34.4% 528,746 $32.2M
DekaBank Deutsche Girozentrale 0.05% No change 513,413 $32.0M
Creative Planning 0.02% Add +34.2% 520,801 $31.9M
State of Wisconsin Investment Board 0.07% Add +3.6% 515,138 $31.5M
Natixis Advisors, LLC 0.04% Add +3.4% 513,237 $31.4M
Apollo Management Holdings, L.P. 0.60% No change 508,760 $31.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.23% Add +3.0% 501,882 $30.7M
Worldquant Millennium Advisors LLC 0.12% Reduce -8.4% 487,574 $29.8M
New York State Common Retirement Fund 0.04% Add +0.9% 482,203 $29.5M
CIBC Asset Management Inc 0.07% Reduce -2.0% 479,324 $29.3M
TD Asset Management Inc 0.02% Add +4.5% 474,000 $29.0M
Handelsbanken Fonder AB 0.10% Add +1.9% 473,561 $29.0M
Osaic Holdings, Inc. 0.04% Reduce -9.9% 469,767 $28.8M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +1.0% 465,536 $28.5M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -38.6% 460,409 $28.4M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.8% 453,625 $27.8M
SG Americas Securities, LLC 0.03% Reduce -4.5% 444,723 $27.2M
Pictet Asset Management Holding SA 0.03% Add +5.7% 435,907 $26.7M
Commonwealth Equity Services, LLC 0.04% Reduce -26.9% 424,305 $26.0M
HighTower Advisors, LLC 0.03% Add +5.0% 423,892 $25.9M
Waters Parkerson & Co., LLC 1.33% Reduce -0.3% 421,610 $25.8M
CIBC Bancorp USA Inc. 0.03% — 404,167 $24.7M
Royal London Asset Management Ltd. 0.05% Add +3.4% 403,751 $24.7M
Toronto Dominion Bank 0.05% Reduce -25.3% 401,311 $24.6M
Victory Capital Management Inc. 0.02% Reduce -8.4% 392,779 $24.0M
Treasurer of the State of North Carolina 0.08% Add +2.2% 392,022 $24.0M
Private Management Group Inc. 0.68% Reduce -16.6% 384,619 $23.5M
Wellington Management Group LLP 0.00% Add +42.4% 378,969 $23.2M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +1.4% 373,594 $22.9M
Nisa Investment Advisors, LLC 0.08% Add +66.1% 368,932 $22.6M
Sound Income Strategies, LLC 1.05% Reduce -0.0% 352,843 $21.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +1.9% 352,522 $21.6M
State of Tennessee, Department of Treasury 0.07% Add +6.4% 350,703 $21.5M
Lansforsakringar Fondforvaltning AB (publ) 0.11% Add +19.6% 348,858 $21.3M
FIL Ltd 0.02% Add +3.5% 347,944 $21.3M
KLP Kapitalforvaltning As 0.08% No change 343,308 $21.1M
Uniplan Investment Counsel, Inc. 2.19% Add +55.2% 337,052 $20.6M
DNB Asset Management AS 0.07% Add +3.3% 334,258 $20.4M
Squarepoint Ops LLC 0.04% Add +128.3% 334,061 $20.4M
Vestcor Inc 0.56% Add +84.0% 332,255 $20.3M
Swedbank AB 0.02% Add +78.2% 329,591 $20.2M
IFM Investors Pty Ltd 0.17% Add +2.6% 328,956 $20.1M
Citadel Advisors 0.01% Reduce -38.8% 327,262 $20.0M
Gotham Asset Management 0.06% Add +48.2% 326,015 $19.9M
Huntington National Bank 0.15% Add +8.1% 322,444 $19.7M
Quantinno Capital Management LP 0.03% Add +27.4% 316,048 $19.3M
Focus Partners Wealth 0.02% Add +63.7% 304,230 $18.6M
Wealthfront Advisers LLC 0.04% Add +7.4% 302,432 $18.5M
Bradley Foster & Sargent Inc. 0.29% Add +4.3% 302,145 $18.5M
NEOS Investment Management LLC 0.09% Add +35.0% 298,769 $18.3M
MAI Capital Management 0.10% Add +4.5% 296,974 $18.2M
STRS Ohio 0.07% Reduce -6.0% 295,625 $18.1M
Mariner, LLC 0.02% Add +127.0% 292,912 $17.9M
State of New Jersey Common Pension Fund D 0.07% No change 291,585 $17.8M
Allworth Financial LP 0.07% Reduce -2.9% 286,352 $17.5M
HRT Financial LP 0.04% New 280,640 $17.2M
Meiji Yasuda Asset Management Co Ltd. 0.85% Reduce -4.8% 279,590 $17.1M
D.A. Davidson & Co. 0.10% Add +2.7% 277,210 $17.0M
Calamos Advisors LLC 0.09% No change 276,875 $16.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +56.1% 276,353 $16.9M
First Financial Bankshares Inc 0.34% Add +34.7% 272,094 $16.6M
UniSuper Management Pty Ltd 0.11% Reduce -0.3% 271,164 $16.6M
Metis Global Partners, LLC 0.40% Add +8.3% 267,263 $16.4M
Nissay Asset Management Corp. /Japan 0.09% Add +3.0% 266,120 $16.3M
Public Sector Pension Investment Board 0.05% Add +11.7% 261,771 $16.0M
Tredje AP-fonden 0.09% Add +440.9% 259,926 $15.9M
State of Michigan Retirement System 0.08% Reduce -0.2% 258,248 $15.8M
Credit Agricole S A 0.05% Add +361.3% 256,685 $15.7M
Korea Investment CORP 0.03% Reduce -56.6% 252,926 $15.5M
Arizona State Retirement System 0.09% Reduce -2.4% 252,075 $15.4M
Yousif Capital Management, LLC 0.18% Reduce -2.1% 251,675 $15.4M
Czech National Bank 0.10% Add +3.3% 250,532 $15.3M
MetLife Investment Management, LLC 0.08% Reduce -2.1% 240,901 $14.7M
Steward Partners Investment Advisory, LLC 0.07% Add +9.5% 239,109 $14.6M
Sanctuary Advisors, LLC 0.08% Add +1.6% 235,413 $14.4M
Qube Research & Technologies Ltd 0.02% New 232,563 $14.2M
Benjamin Edwards Inc. 0.14% Add +0.2% 226,266 $13.8M
KBC Group NV 0.03% Add +3.7% 219,213 $13.4M
World Investment Advisors 0.22% Reduce -0.8% 219,045 $13.4M
Kestra Advisory Services, LLC 0.05% Add +9.1% 214,204 $13.2M
Anchor Capital Advisors LLC 0.37% Add +1.4% 213,771 $13.1M
Capital Investment Advisors, LLC 0.19% Add +5.0% 213,104 $13.0M
Mackenzie Financial Corp. 0.02% Add +28.9% 212,742 $13.0M
Edgemoor Investment Advisors, Inc. 1.02% Add +2.8% 211,044 $12.9M
OMERS ADMINISTRATION Corp 0.08% No change 210,569 $12.9M
Thrivent Financial for Lutherans 0.03% Reduce -0.3% 209,944 $12.8M
Tectonic Advisors LLC 0.67% Add +5.7% 207,171 $12.7M
LGT Group Foundation 0.15% Add +1.6% 203,549 $12.5M
Brookstone Capital Management 0.14% Reduce -5.9% 202,887 $12.4M
Allied Investment Advisors, LLC 1.73% Add +7.1% 197,732 $12.1M
Ensign Peak Advisors, Inc 0.02% Add +44.3% 195,920 $12.0M
Gilman Hill Asset Management, LLC 1.77% Add +0.0% 191,179 $11.7M
USS Investment Management Ltd 0.05% Add +5.7% 187,856 $11.5M
PNC Financial Services Group, Inc. 0.01% Add +5.1% 187,759 $11.5M
KCM Investment Advisors LLC 0.38% Reduce -3.1% 187,006 $11.4M
SEB Asset Management AB 0.05% — 186,359 $11.4M
Voya Investment Management LLC 0.01% Reduce -0.3% 181,255 $11.1M
Bank of Nova Scotia 0.02% Reduce -3.4% 181,217 $11.1M
Woodline Partners LP 0.04% Add +14.9% 180,180 $11.0M
Illinois Municipal Retirement Fund 0.14% Reduce -24.5% 180,166 $11.0M
Soltis Investment Advisors LLC 0.71% Add +7.0% 177,498 $10.9M
Manning & Napier Advisors LLC 0.15% Reduce -5.5% 171,540 $10.5M
Xponance LLC 0.07% Add +14.5% 170,622 $10.4M
BI Asset Management Fondsmaeglerselskab A/S 0.11% Add +131.7% 170,584 $10.4M
BLB&B Advisors, LLC 0.42% Add +1.2% 167,803 $10.3M
Amalgamated Bank 0.08% Reduce -1.5% 166,622 $10.2M
Evergreen Capital Management LLC 0.22% Reduce -0.9% 165,075 $10.1M
Hamilton Capital Partners Inc. 0.34% Add +10.2% 164,558 $10.1M
NewEdge Advisors, LLC 0.04% Reduce -1.5% 163,821 $10.0M
Teacher Retirement System of Texas 0.04% Reduce -0.4% 163,804 $10.0M
Mgo One Seven LLC 0.20% Add +0.4% 162,766 $10.0M
Cibc World Market Inc. 0.02% Reduce -66.9% 161,793 $9.9M
Guggenheim Capital LLC 0.08% Add +13.1% 157,335 $9.6M
Novare Capital Management LLC 0.76% Add +0.8% 157,026 $9.6M
Sienna Gestion 0.63% New 155,854 $9.6M
Kestra Private Wealth Services, LLC 0.12% Add +11.8% 154,470 $9.5M
Federation des caisses Desjardins du Quebec 0.03% Add +16.9% 153,869 $9.4M
Geneos Wealth Management Inc. 0.22% Add +3.3% 152,600 $9.3M
Foster Victor Wealth Advisors, LLC 0.52% Add +7.4% 143,819 $9.2M
Becker Capital Management Inc. 0.27% Reduce -12.8% 149,551 $9.2M
Utah Retirement Systems 0.09% Reduce -0.8% 148,815 $9.1M
Cyndeo Wealth Partners, LLC 0.48% Add +2048.5% 148,073 $9.1M
Edgestream Partners, L.P. 0.30% Add +160.5% 147,569 $9.0M
&partners 0.04% Reduce -1.0% 154,513 $9.0M
O'shaughnessy Asset Management, LLC 0.04% Add +37.8% 145,998 $8.9M
Mercer Global Advisors Inc. 0.01% Add +7.7% 144,870 $8.9M
United Asset Strategies, Inc. 0.70% Add +4.4% 142,997 $8.7M
Candriam S.C.A. 0.05% Add +108.8% 142,512 $8.7M
Police & Firemen's Retirement System of New Jersey 0.07% Add +1.9% 142,509 $8.7M
Pensionfund PDN 5.02% Add +7.6% 141,870 $8.7M
Lasalle Investment Management Securities LLC 0.34% Reduce -81.0% 140,705 $8.6M
Millennium Management 0.01% Reduce -44.2% 139,599 $8.5M
Community Bank of Raymore 5.71% Reduce -1.0% 139,452 $8.5M
Cerity Partners LLC 0.01% Add +28.9% 139,372 $8.5M
LGT Fund Management Co Ltd. 0.37% Add +3427.9% 139,071 $8.5M
Erste Asset Management GmbH 0.08% Add +8.3% 138,803 $8.5M
New Age Alpha Advisors, LLC 0.40% Reduce -22.7% 138,649 $8.5M
Rakuten Investment Management, Inc. 0.02% Add +13.0% 136,524 $8.3M
Andra AP-fonden 0.10% New 136,371 $8.3M
Old National Bancorp 0.14% Add +12.0% 135,630 $8.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +13.2% 134,935 $8.3M
M&T Bank Corp 0.03% Add +1.6% 133,059 $8.1M
Cullen Investment Group, LTD. 1.07% Reduce -9.0% 132,809 $8.1M
Cwm, LLC 0.02% Reduce -4.3% 132,521 $8.1M
Sterling Capital Management LLC 0.15% Reduce -10.0% 132,350 $8.1M
Vanguard Personalized Indexing Management, LLC 0.08% Add +9.4% 131,886 $8.1M
Captrust Financial Advisors 0.01% Add +9.7% 131,420 $8.0M
CI Investments Inc. 0.04% Reduce -3.5% 131,109 $8.0M
Windle Wealth, LLC 3.38% Add +2.1% 130,917 $8.0M
Tidal Investments LLC 0.02% Add +15.6% 129,447 $7.9M
New York Life Investment Management LLC 0.07% Add +1.3% 127,752 $7.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -21.7% 126,783 $7.8M
Canal Capital Management, LLC 1.04% Add +2.2% 125,144 $7.7M
Lido Advisors, LLC 0.03% Add +119.1% 124,300 $7.6M
US Bancorp \de 0.01% Add +6.0% 124,181 $7.6M
Swiss Life Asset Management Ltd 0.04% Add +44.1% 123,848 $7.6M
U.S. Capital Wealth Advisors, LLC 0.18% Add +3.7% 119,662 $7.3M
Hudson Edge Investment Partners Inc. 1.06% Add +22.6% 119,043 $7.3M
Allstate Corp. 0.08% Add +24.8% 118,757 $7.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -49.9% 118,098 $7.2M
Cresset Asset Management, LLC 0.03% Add +33.7% 117,519 $7.2M
Corient Private Wealth LP 0.01% Reduce -23.9% 130,383 $7.2M
Eurizon Capital SGR S.p.A. 0.02% Reduce -18.5% 117,357 $7.2M
Oppenheimer & Co. Inc. 0.09% Reduce -1.1% 117,118 $7.2M
Knights of Columbus Asset Advisors LLC 0.40% No change 115,948 $7.1M
Advisors Management Group Inc. 1.29% Reduce -12.3% 115,876 $7.1M
Public Employees Retirement Association of Colorado 0.03% Add +0.1% 115,646 $7.1M
Prairiewood Capital, LLC 2.04% Add +4.6% 115,161 $7.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Reduce -10.1% 114,594 $7.0M
Wealth Analytics Partners, LLC 2.83% Add +1.1% 113,687 $7.0M
Farmers & Merchants Investments Inc. 0.19% Add +5.3% 113,121 $6.9M
Marathon Capital Management 1.55% Reduce -0.8% 112,349 $6.9M
DAVENPORT & Co LLC 0.04% Reduce -16.5% 112,081 $6.9M
Los Angeles Capital Management LLC 0.03% New 110,410 $6.8M
TCV Trust & Wealth Management, Inc. 0.57% Add +8.0% 110,366 $6.8M
Ethic Inc. 0.11% Add +10.7% 110,148 $6.7M
Park National Corp. 0.20% Add +1.9% 108,304 $6.6M
Janus Henderson Group PLC 0.00% Add +7.2% 108,173 $6.6M
Martin Capital Partners, LLC 2.45% Add +0.0% 107,739 $6.6M
Skba Capital Management LLC 0.90% Reduce -5.3% 106,883 $6.5M
Natixis 0.03% New 106,037 $6.5M
Oregon Public Employees Retirement Fund 0.09% No change 105,250 $6.4M
MML Investors Services, LLC 0.02% Reduce -30.8% 105,224 $6.4M
Carnegie Investment Counsel 0.12% Add +5.7% 104,488 $6.4M
Telos Capital Management, Inc. 0.61% Reduce -0.2% 103,491 $6.3M
Susquehanna International Group, LLP 0.01% Reduce -77.8% 102,654 $6.3M
Pathway Financial Advisers, LLC 1.76% Add +1.8% 101,580 $6.2M
Fideuram Asset Management (Ireland) dac 0.78% Add +902.5% 96,015 $6.1M
Stratos Wealth Partners, LTD. 0.07% Reduce -10.1% 100,149 $6.1M
Kingsview Wealth Management, LLC 0.08% Reduce -7.8% 98,316 $6.0M
Sit Investment Associates Inc. 0.12% Add +65.5% 98,005 $6.0M
Mutual of America Capital Management LLC 0.07% Reduce -0.9% 97,841 $6.0M
Nordea Investment Management AB 0.01% Add +5.5% 96,774 $5.9M
Norinchukin Bank, The 0.07% Reduce -1.0% 95,934 $5.9M
Roffman Miller Associates Inc. 0.34% Add +11.4% 95,829 $5.9M
Davis Selected Advisers 0.03% Add +3.9% 94,910 $5.8M
CreativeOne Wealth, LLC 0.13% Add +39.4% 94,594 $5.8M
Pathstone Holdings, LLC 0.02% Add +4.9% 93,497 $5.7M
Anson Funds Management LP 0.75% New 91,900 $5.6M
Mattern Capital Management, LLC 0.67% Reduce -34.1% 91,836 $5.6M
OP Asset Management Ltd 0.06% Reduce -7.5% 91,443 $5.6M
GSI Capital Advisors LLC 3.03% Reduce -0.4% 91,148 $5.6M
Liberty One Investment Management, LLC 0.57% Add +31.5% 91,013 $5.6M
OneDigital Investment Advisors LLC 0.05% Add +2.5% 90,852 $5.6M
Exchange Traded Concepts, LLC 0.04% Add +46.8% 90,311 $5.5M
Alpha Omega Wealth Management LLC 0.88% Add +0.3% 88,207 $5.4M
Level Four Advisory Services, LLC 0.18% Add +4.7% 88,089 $5.4M
Dupree Financial Group, LLC 2.12% Reduce -31.4% 85,945 $5.3M
Y-Intercept (Hong Kong) Ltd 0.10% New 85,841 $5.3M
Loudon Investment Management, LLC 2.76% Add +1.0% 83,850 $5.1M
XTX Topco Ltd 0.09% Reduce -53.4% 83,742 $5.1M
Diversify Wealth Management, LLC 0.09% Add +53.7% 80,406 $5.1M
Peapack Gladstone Financial Corp. 0.07% Add +0.6% 82,993 $5.1M
Parallel Advisors, LLC 0.09% Add +1.5% 82,833 $5.1M
Mutual Advisors, LLC 0.11% Reduce -14.9% 82,751 $5.1M
Intech Investment Management LLC 0.05% Add +75.7% 81,344 $5.0M
Butensky & Cohen Financial Security, Inc. 1.31% Add +2.0% 81,251 $5.0M
Signature Wealth Management Group 1.87% Add +0.5% 80,328 $4.9M
LMG Wealth Partners, LLC 0.89% Add +4.5% 79,759 $4.9M
Rafferty Asset Management, LLC 0.02% Reduce -27.7% 79,457 $4.9M
Investor's Fiduciary Advisor Network, LLC 1.45% Reduce -8.8% 77,514 $4.7M
Valley Wealth Managers, Inc. 0.30% Add +0.9% 76,225 $4.7M
Dearborn Partners LLC 0.25% Reduce -4.4% 75,806 $4.6M
Two Sigma Investments, LP 0.00% Add +56.4% 75,454 $4.6M
QRG Capital Management, Inc. 0.05% Add +4.0% 74,782 $4.6M
New England Asset Management Inc. 0.59% No change 73,860 $4.5M
Investment Management Corp of Ontario 0.06% Add +18.8% 73,501 $4.5M
Kinloch Capital, LLC 1.82% Add +20.3% 73,025 $4.5M
Core Alternative Capital 1.32% Add +0.5% 72,824 $4.5M
Assetmark, Inc. 0.01% Reduce -16.3% 71,233 $4.4M
Blair William & Co. 0.01% Add +12.3% 71,159 $4.4M
Harrell Investment Partners, LLC 1.04% Reduce -6.7% 71,063 $4.3M
Gulf International Bank (UK) Ltd 0.10% Add +61.3% 71,046 $4.3M
Morningstar Investment Management LLC 0.27% Add +7.1% 70,777 $4.3M
Baugh & Associates, LLC 1.85% Reduce -0.7% 69,931 $4.3M
Baird Financial Group, Inc. 0.01% Reduce -4.1% 69,571 $4.3M
L & S Advisors Inc 0.53% New 68,776 $4.2M
Pensionfund Sabic 5.06% Reduce -26.9% 68,738 $4.2M
LVM Capital Management Ltd. 0.40% Reduce -2.0% 68,706 $4.2M
Teachers Retirement System of the State of Kentucky 0.03% No change 68,545 $4.2M
Coldstream Capital Management Inc. 0.05% Reduce -22.5% 68,354 $4.2M
Private Advisor Group, LLC 0.02% Reduce -8.2% 67,156 $4.1M
Jain Global LLC 0.05% Reduce -46.1% 65,767 $4.0M
Quantbot Technologies LP 0.16% Reduce -55.8% 64,613 $4.0M
Ostrum Asset Management 0.22% Reduce -19.2% 64,353 $3.9M
Pacer Advisors, Inc. 0.01% Reduce -30.2% 64,148 $3.9M
Naviter Wealth, LLC 0.49% Add +11.8% 63,583 $3.9M
Tulsa Wealth Advisors, INC 0.68% New 63,287 $3.9M
Agf Management Ltd. 0.02% Add +5.2% 62,663 $3.8M
Prudential PLC 0.03% Add +87.8% 62,657 $3.8M
Clear Trail Advisors, LLC 0.64% Add +0.4% 62,644 $3.8M
Dakota Wealth Management 0.08% Reduce -4.4% 61,654 $3.8M
Azimuth Capital Investment Management LLC 0.14% Add +6.4% 61,563 $3.8M
WealthPlan Investment Management, LLC 0.21% Reduce -34.5% 60,936 $3.7M
Beacon Pointe Advisors, LLC 0.02% Add +31.1% 60,676 $3.7M
LMR Partners LLP 0.04% Add +651.1% 60,553 $3.7M
Sigma Planning Corp 0.10% Reduce -5.6% 60,457 $3.7M
iA Global Asset Management Inc. 0.05% New 60,288 $3.7M
Truvestments Capital LLC 0.66% Reduce -2.3% 59,993 $3.7M
Marco Investment Management LLC 0.28% Reduce -2.5% 59,883 $3.7M
MSH Capital Advisors LLC 0.77% Add +1.9% 59,183 $3.6M
Ashton Thomas Private Wealth, LLC 0.08% New 57,992 $3.5M
Slagle Financial, LLC 1.17% Add +4.2% 57,983 $3.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +58.9% 57,778 $3.5M
Integrated Wealth Concepts LLC 0.03% New 57,423 $3.5M
Presima Securities ULC 1.96% No change 57,161 $3.5M
Segall Bryant & Hamill, LLC 0.05% No change 57,133 $3.5M
Linscomb Wealth, Inc. 0.16% Reduce -11.8% 57,113 $3.5M
IFP Advisors, Inc 0.07% Add +0.4% 56,753 $3.5M
DMKC Advisory Services, LLC 1.45% Add +6.7% 56,741 $3.5M
Gold Investment Management Ltd. 1.06% Add +1.7% 56,215 $3.4M
Virginia Wealth Management Group, Inc. 1.83% Add +2.3% 55,996 $3.4M
Equitable Holdings, Inc. 0.02% Add +35.8% 59,407 $3.4M
Independent Financial Group, LLC 0.08% Add +16.4% 55,721 $3.4M
Horizon Investments, LLC 0.04% Add +282.8% 55,946 $3.4M
Mizuho Securities USA LLC 0.08% Reduce -17.0% 55,612 $3.4M
Harbour Investments, Inc. 0.05% Reduce -18.2% 55,401 $3.4M
Wedbush Securities Inc. 0.10% Add +6.9% 55,401 $3.4M
Bfsg, LLC 0.32% Reduce -6.5% 54,967 $3.4M
RFG Advisory, LLC 0.06% Reduce -1.1% 54,675 $3.3M
Cohen Investment Advisors LLC 1.58% Add +1.1% 54,427 $3.3M
Intact Investment Management Inc. 0.09% No change 54,300 $3.3M
1834 Investment Advisors Co. 0.41% Add +35.9% 54,008 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 54,000 $3.3M
Pasadena Private Wealth, LLC 0.46% Add +10.2% 53,858 $3.3M
Beacon Financial Group 0.33% Reduce -6.8% 53,853 $3.3M
Stonebridge Financial Group, LLC 0.27% Add +4.3% 53,407 $3.3M
Brentview Investment Management LLC 1.41% Add +5.6% 53,370 $3.3M
North Star Investment Management Corp. 0.20% Add +5.0% 53,016 $3.2M
Hutner Capital Management Inc. 1.33% Add +2.7% 52,954 $3.2M
Caxton Associates LLP 0.08% No change 52,930 $3.2M
Zions Bancorporation, National Association 0.21% Reduce -51.1% 52,886 $3.2M
Silver Lake Advisory, LLC 1.28% Reduce -2.2% 52,879 $3.2M
EP Wealth Advisors, LLC 0.02% Add +2.4% 52,729 $3.2M
Adams Asset Advisors, LLC 0.37% Add +18.5% 52,465 $3.2M
Hartford Investment Management Co. 0.10% Reduce -1.2% 52,387 $3.2M
Highland Capital Management, LLC 0.17% Reduce -0.1% 52,382 $3.2M
Clearstead Trust, LLC 0.52% Reduce -1.0% 52,262 $3.2M
Intrua Financial, LLC 0.34% Reduce -1.8% 51,592 $3.2M
Shufro Rose & Co. LLC 0.21% Add +0.1% 51,550 $3.2M
Renaissance Technologies 0.00% New 51,444 $3.1M
Savant Capital, LLC 0.02% Reduce -35.0% 51,382 $3.1M
Southland Equity Partners LLC 0.61% Reduce -0.6% 51,095 $3.1M
DRW Securities, LLC 0.17% New 50,123 $3.1M
Perpetual Ltd 0.05% Reduce -1.2% 49,822 $3.0M
Ontario Teachers Pension Plan Board 0.09% Add +36.4% 49,603 $3.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -0.5% 49,601 $3.0M
Ameritas Investment Partners, Inc. 0.09% Reduce -1.4% 48,856 $3.0M
Capital Square, LLC 1.37% Reduce -1.8% 47,089 $3.0M
Allspring Global Investments Holdings, LLC 0.01% Add +9.5% 47,946 $3.0M
Fifth Third Bancorp 0.01% Add +3.1% 48,459 $3.0M
First Financial Bank - Trust Division 0.24% Add +4.3% 48,212 $2.9M
Symphony Financial, Ltd. Co. 0.39% Add +14.2% 47,956 $2.9M
Perkins Coie Trust Co 0.56% Add +2.5% 47,599 $2.9M
Arkadios Wealth Advisors 0.05% Add +3.8% 47,227 $2.9M
Frank, Rimerman Advisors LLC 0.19% Add +10.9% 47,205 $2.9M
DoubleLine ETF Adviser LP 1.09% Reduce -20.4% 46,991 $2.9M
Louisiana State Employees Retirement System 0.05% Reduce -0.2% 46,900 $2.9M
Maryland State Retirement & Pension System 0.06% Add +3.7% 46,745 $2.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +377.8% 46,745 $2.9M
Capital Investment Advisory Services, LLC 0.21% Reduce -9.3% 46,193 $2.8M
Asset Planning,Inc 1.99% Add +19.8% 45,718 $2.8M
Resources Management Corp. /CT/ 0.37% Add +2.1% 45,664 $2.8M
Waverly Advisors, LLC 0.02% Add +10.1% 45,114 $2.8M
Atria Investments, Inc 0.03% Reduce -14.9% 44,700 $2.7M
HBW Advisory Services LLC 0.29% Reduce -3.5% 44,645 $2.7M
Sowell Financial Services LLC 0.10% Add +2.4% 44,563 $2.7M
First Foundation Advisors 0.11% Reduce -1.6% 44,222 $2.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% Reduce -46.3% 43,486 $2.7M
Machina Capital S.A.S. 0.52% Add +164.2% 43,427 $2.7M
Sequoia Financial Advisors, LLC 0.01% Reduce -10.4% 43,224 $2.6M
AG2R La Mondiale Gestion D'actifs 0.12% Reduce -0.5% 42,943 $2.6M
M3 Wealth Management, LLC 2.01% Add +1.6% 42,744 $2.6M
Edmp, Inc. 2.10% Reduce -4.2% 42,522 $2.6M
Keybank National Association 0.01% Add +4.1% 42,465 $2.6M
Wealthcare Advisory Partners LLC 0.05% Add +31.3% 42,393 $2.6M
Gerald Baker Financial Group LLC 0.82% — 42,216 $2.6M
Rodgers Brothers Inc. 0.30% Reduce -1.9% 42,200 $2.6M
New Mexico Educational Retirement Board 0.08% No change 42,100 $2.6M
Sagespring Wealth Partners, LLC 0.05% Add +7.7% 41,871 $2.6M
OMC Financial Services LTD 0.99% Reduce -0.7% 41,732 $2.6M
Ascentis Independent Advisors 0.19% Add +150.7% 41,598 $2.5M
Nomura Holdings Inc. 0.02% Add +4.1% 41,415 $2.5M
Farther Finance Advisors, LLC 0.02% Add +46.5% 40,926 $2.5M
Florida Trust Wealth Management Co 0.07% Reduce -0.2% 41,140 $2.5M
Leslie Global Wealth, LLC 1.32% Reduce -6.6% 41,017 $2.5M
First Bank & Trust 0.40% Add +1.6% 41,008 $2.5M
Brown Miller Wealth Management, LLC 0.71% Add +2.8% 40,924 $2.5M
Merit Financial Group, LLC 0.02% Add +4.0% 40,635 $2.5M
Kovack Advisors, Inc. 0.13% Reduce -0.9% 40,521 $2.5M
Colonial Trust Advisors 0.19% Reduce -0.3% 40,512 $2.5M
WealthPLAN Partners, LLC 0.47% Reduce -26.8% 39,897 $2.4M
Graham Capital Management, L.P. 0.11% New 39,517 $2.4M
Merrithew & Thorsten Inc 2.25% Reduce -0.5% 38,992 $2.4M
Measured Risk Portfolios, Inc. 2.61% Reduce -2.6% 38,768 $2.4M
Ignite Planners, LLC 0.36% Add +2.0% 38,040 $2.3M
Simplex Trading, LLC 0.07% New 37,812 $2.3M
TD Private Client Wealth LLC 0.05% Reduce -32.2% 37,777 $2.3M
MUFG Securities EMEA plc 0.03% No change 37,712 $2.3M
Goepper Burkhardt LLC 0.77% Add +2.5% 37,667 $2.3M
Tower Research Capital LLC (TRC) 0.06% Add +108.4% 37,411 $2.3M
PFG Investments, LLC 0.10% Add +5.1% 36,793 $2.3M
Prevail Innovative Wealth Advisors, LLC 0.38% Add +26.3% 36,423 $2.2M
ICW Investment Advisors LLC 0.80% Add +0.9% 36,326 $2.2M
Gladstone Institutional Advisory LLC 0.08% Add +18.3% 36,031 $2.2M
Peterson Wealth Services 0.54% Add +7.4% 35,791 $2.2M
Element Squared LLC 1.23% New 35,763 $2.2M
Mystic Asset Management, Inc. 0.50% Add +2.0% 35,426 $2.2M
Summit Financial, LLC 0.03% Add +10.2% 35,155 $2.2M
Foundations Investment Advisors, LLC 0.03% Add +9.9% 34,737 $2.1M
New Insight Wealth Advisors 0.76% Add +9.0% 34,556 $2.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -19.5% 34,453 $2.1M
ZWJ Investment Counsel Inc. 0.08% Add +3.7% 34,128 $2.1M
Inspire Trust Co, N.A. 0.32% Reduce -17.1% 34,000 $2.1M
Gateway Investment Advisers LLC 0.02% Add +22.8% 33,978 $2.1M
Saudi Central Bank 0.04% New 33,955 $2.1M
Dickmeyer Boyce Financial Management, Inc. 1.22% — 33,893 $2.1M
Park Avenue Securities LLC 0.02% Add +15.7% 33,767 $2.1M
Burns Matteson Capital Management, LLC 0.80% Reduce -20.3% 33,455 $2.0M
GeoWealth Management, LLC 0.07% Add +0.9% 33,416 $2.0M
Security National Bank of Sioux City Iowa 1.20% Reduce -7.1% 33,226 $2.0M
Jane Street Group, LLC 0.00% Add +482.8% 33,182 $2.0M
Wealth Advisors of Tampa Bay, LLC 0.67% Add +7.4% 33,160 $2.0M
Concurrent Investment Advisors, LLC 0.02% Add +8.8% 32,923 $2.0M
Essex Financial Services, Inc. 0.11% Add +5.4% 32,919 $2.0M
JBR Co Financial Management Inc 0.84% No change 35,413 $2.0M
WealthShield Partners, LLC 0.22% Add +19.1% 32,318 $2.0M
Abel Hall, LLC 0.42% Add +10.2% 32,307 $2.0M
Great Valley Advisor Group, Inc. 0.04% Add +4.4% 31,983 $2.0M
Redmond Asset Management, LLC 0.53% New 31,789 $1.9M
Verdence Capital Advisors LLC 0.11% Reduce -22.3% 31,778 $1.9M
Brown Brothers Harriman & Co. 0.01% Add +26.2% 31,761 $1.9M
Van Lanschot Kempen Investment Management N.V. 0.02% Reduce -25.4% 31,635 $1.9M
Spirit of America Management Corp. 0.38% No change 31,633 $1.9M
Thompson Siegel & Walmsley LLC 0.03% New 31,615 $1.9M
Altman Advisors, Inc. 0.80% Reduce -0.3% 31,548 $1.9M
Signaturefd, LLC 0.03% Add +1.3% 31,429 $1.9M
E. Ohman J:or Asset Management AB 0.05% No change 31,331 $1.9M
Nicholson Wealth Management Group, LLC 1.12% Add +1.4% 31,217 $1.9M
United Capital Financial Advisors, LLC 0.01% Add +14.8% 31,193 $1.9M
Penserra Capital Management LLC 0.02% Add +3.0% 31,172 $1.9M
Kesler, Norman & Wride, LLC 0.33% Add +1.0% 31,118 $1.9M
Jamison Private Wealth Management, Inc. 0.24% Add +1.6% 30,962 $1.9M
Schnieders Capital Management, Llc. 0.30% Add +0.2% 30,939 $1.9M
William John Sempolinski 0.94% Add +2.3% 30,750 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Add +12.9% 30,723 $1.9M
Empowered Funds, LLC 0.01% New 30,601 $1.9M
Blackhawk Capital Partners, LLC 0.69% Reduce -3.0% 30,576 $1.9M
Black Swift Group, LLC 0.33% Add +0.8% 30,320 $1.9M
Vident Advisory, LLC 0.02% Add +35.9% 30,172 $1.8M
Venture Visionary Partners LLC 0.06% Reduce -77.6% 29,989 $1.8M
Brevan Howard Capital Management LP 0.02% Add +584.0% 29,934 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.07% Reduce 0.0% 29,924 $1.8M
Colonial Trust Co / SC 0.25% Add +0.9% 29,829 $1.8M
Quadrant Capital Group LLC 0.05% Reduce -6.1% 29,693 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 29,435 $1.8M
Stanley-Laman Group, Ltd. 0.22% No change 29,303 $1.8M
LDR Capital Management LLC 3.50% No change 29,285 $1.8M
TMB Capital Partners, LLC 0.60% Add +2.0% 29,252 $1.8M
OpenArc Corporate Advisory, LLC 0.03% Reduce -0.8% 29,216 $1.8M
Castle Rock Wealth Management, LLC 0.38% Add +2.1% 28,432 $1.8M
Elevation Point Wealth Partners, LLC 0.04% Add +142.8% 28,370 $1.7M
Prosperity Consulting Group, LLC 0.08% Reduce -7.8% 28,404 $1.7M
Hamel Associates, Inc. 0.50% Add +19.4% 28,401 $1.7M
Summit Trail Advisors, LLC 0.02% Add +1.5% 28,376 $1.7M
Commerzbank Aktiengesellschaft 0.04% Reduce -43.1% 28,187 $1.7M
Choreo, LLC 0.02% Add +5.0% 28,036 $1.7M
Glenmede Trust Co. NA 0.01% Add +13.9% 28,027 $1.7M
Texas Yale Capital Corp. 0.05% No change 28,004 $1.7M
Maven Securities LTD 0.10% New 27,902 $1.7M
Shrier Wealth Management, LLC 0.63% Add +10.3% 27,838 $1.7M
HB Wealth Management, LLC 0.01% Add +10.7% 27,413 $1.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -4.4% 27,327 $1.7M
BOCHK Asset Management Ltd 0.34% New 27,000 $1.7M
Ausdal Financial Partners, Inc. 0.07% Add +4.3% 26,794 $1.6M
North Dakota State Investment Board 0.07% Reduce -14.5% 26,525 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.54% Add +6.1% 26,471 $1.6M
Schaper Benz & Wise Investment Counsel Inc. 0.12% Reduce -3.2% 26,469 $1.6M
GAMCO Investors 0.02% Add +0.0% 26,173 $1.6M
Point Windward Advisors Inc. 0.80% Add +8.3% 25,810 $1.6M
Linden Thomas Advisory Services, LLC 0.15% Add +4.2% 25,653 $1.6M
Mufg Securities Americas Inc. 0.10% Add +2.7% 25,454 $1.6M
Confluence Wealth Services, Inc. 0.06% Add +1.7% 25,433 $1.6M
Advisory Services Network, LLC 0.02% Reduce -3.8% 25,036 $1.5M
Applied Capital LLC 1.11% Reduce -1.6% 25,006 $1.5M
Benedict Financial Advisors Inc. 0.32% Add +2.5% 24,968 $1.5M
Securian Asset Management, Inc. 0.06% Reduce -0.4% 24,914 $1.5M
Vise Technologies, Inc. 0.03% No change 26,456 $1.5M
Prosperity Planning, Inc. 0.53% No change 24,266 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Add +8.0% 24,256 $1.5M
Callan Family Office, LLC 0.03% Reduce -6.4% 24,219 $1.5M
UMB Bank, n.a. 0.02% Reduce -25.2% 23,972 $1.5M
Moors & Cabot, Inc. 0.06% Reduce -7.1% 23,832 $1.5M
N.E.W. Advisory Services LLC 0.11% Add +19.3% 23,832 $1.5M
Keynote Financial Services LLC 0.78% Add +0.2% 23,816 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% No change 23,801 $1.5M
IHT Wealth Management, LLC 0.03% Reduce -1.0% 23,754 $1.5M
Meiji Yasuda Life Insurance Co 0.05% Add +39.8% 23,430 $1.4M
Bleakley Financial Group, LLC 0.02% Reduce -13.6% 23,276 $1.4M
Fulton Bank, N.A. 0.05% Reduce -31.9% 23,136 $1.4M
Investment Advisory Group, LLC 0.36% Reduce -4.1% 23,011 $1.4M
Security National Bank of So Dak 0.68% Reduce -9.5% 22,982 $1.4M
Vestmark Advisory Solutions, Inc. 0.02% Add +96.7% 22,910 $1.4M
Magnolia Capital Advisors LLC 0.27% Reduce -8.0% 22,615 $1.4M
Abundance Wealth Counselors 0.20% Reduce -3.0% 22,560 $1.4M
Wealthspire Advisors, LLC 0.01% Reduce -0.3% 22,541 $1.4M
Foresight Capital Management Advisors, Inc. 0.76% Reduce -1.4% 22,357 $1.4M
Csenge Advisory Group 0.06% Add +23.4% 22,256 $1.4M
Banque Cantonale Vaudoise 0.05% New 22,017 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -4.0% 21,568 $1.3M
Jaffetilchin Investment Partners, LLC 0.08% Reduce -5.0% 21,624 $1.3M
Inspire Advisors, LLC 0.11% Add +20.0% 21,358 $1.3M
Money Concepts Capital Corp. 0.07% Reduce -3.5% 21,109 $1.3M
Cascade Financial Partners, LLC 0.13% Add +3.5% 21,025 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +18.2% 20,978 $1.3M
Convergence Financial, LLC 0.13% Reduce -0.8% 20,689 $1.3M
V-Square Quantitative Management LLC 0.13% Reduce -0.9% 20,596 $1.3M
Belpointe Asset Management LLC 0.05% Reduce -19.6% 20,587 $1.3M
Naples Global Advisors, LLC 0.09% Add +0.9% 20,519 $1.3M
Trust Investment Advisors 0.73% Reduce -12.0% 20,472 $1.3M
Perigon Wealth Management, LLC 0.02% Add +3.2% 20,309 $1.2M
Fiduciary Alliance LLC 0.07% Add +1.8% 19,399 $1.2M
Investors Research Corp 0.24% Reduce -1.0% 20,130 $1.2M
Allen Capital Group, LLC 0.11% Add +1.2% 20,119 $1.2M
Centaurus Financial, Inc. 0.06% Add +0.6% 20,023 $1.2M
HUB Investment Partners, LLC 0.03% Add +32.0% 19,965 $1.2M
CenterBook Partners LP 0.07% New 19,955 $1.2M
Founders Financial Securities LLC 0.07% Reduce -1.5% 19,280 $1.2M
Vanderbilt University 0.23% Reduce -36.9% 19,855 $1.2M
Apollon Wealth Management, LLC 0.02% Reduce -26.5% 19,797 $1.2M
Van Hulzen Asset Management, LLC 0.09% Add +4.6% 19,715 $1.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -65.4% 19,658 $1.2M
Ballentine Partners, LLC 0.02% Add +4.0% 19,630 $1.2M
Turning Point Benefit Group, Inc. 0.76% Add +1.3% 19,410 $1.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.40% Reduce -5.2% 19,355 $1.2M
Inceptionr LLC 0.28% Reduce -6.6% 19,194 $1.2M
AE Wealth Management LLC 0.01% Reduce -12.4% 18,838 $1.2M
Hager Investment Management Services, LLC 0.63% Add +4.2% 18,654 $1.1M
Avidian Wealth Enterprises, LLC 0.04% New 18,633 $1.1M
Fairtree Asset Management (Pty) Ltd 0.52% Reduce -0.0% 18,594 $1.1M
Daymark Wealth Partners, LLC 0.04% Reduce -3.4% 18,594 $1.1M
Global Wealth Management Investment Advisory, Inc. 0.18% Add +17.3% 18,451 $1.1M
Chesapeake Capital Corp. 0.81% No change 18,442 $1.1M
Nicholas Wealth, LLC. 0.78% Add +8.8% 18,396 $1.1M
NewEdge Wealth, LLC 0.01% Reduce -30.5% 18,384 $1.1M
Group One Trading LLC 0.04% Add +874.1% 18,129 $1.1M
Hilltop Holdings Inc. 0.10% Reduce -38.6% 17,917 $1.1M
Nwam LLC 0.06% Add +0.7% 17,828 $1.1M
Bramshill Investments, LLC 0.09% New 17,731 $1.1M
LongView Wealth Management 0.27% Reduce -62.4% 16,938 $1.1M
Signal Advisors Wealth, LLC 0.07% Add +8.9% 17,659 $1.1M
Tred Avon Family Wealth, LLC 0.36% Add +16.7% 17,651 $1.1M
Silver Oak Securities, Incorporated 0.08% Add +5.1% 17,649 $1.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.05% Add +33.8% 17,582 $1.1M
Goldstone Financial Group, LLC 0.12% Reduce -9.7% 17,580 $1.1M
GAMMA Investing LLC 0.05% Add +14.7% 17,578 $1.1M
M Holdings Securities, Inc. 0.07% Reduce -28.8% 17,516 $1.1M
Commerce Bank 0.01% Reduce -10.4% 17,478 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -3.5% 17,342 $1.1M
Brooklyn Investment Group 0.03% Add +78.5% 17,242 $1.1M
San Luis Wealth Advisors LLC 0.17% Add +2.5% 17,038 $1.0M
Independent Advisor Alliance 0.01% Reduce -10.5% 17,013 $1.0M
Diligent Investors, LLC 0.26% Reduce -3.6% 16,895 $1.0M
Canada Post Corp Registered Pension Plan 0.04% No change 16,871 $1.0M
Patron Partners, LLC 0.46% Add +19.8% 16,853 $1.0M
Samalin Investment Counsel, LLC 0.37% Reduce -6.1% 16,843 $1.0M
GTS Securities LLC 0.04% Add +67.5% 16,772 $1.0M
Tempus Wealth Planning, LLC 0.24% Add +149.2% 16,721 $1.0M
Sage Investment Counsel LLC 1.13% Add +0.1% 16,612 $1.0M
RDA Financial Network 0.25% Reduce -2.8% 16,566 $1.0M
Panagora Asset Management Inc. 0.00% Add +120.7% 16,536 $1.0M
Principal Securities, Inc. 0.01% Reduce -47.5% 16,452 $1.0M
Blue Trust, Inc. 0.01% Reduce -2.6% 16,403 $1.0M
Modern Wealth Management, LLC 0.02% Reduce -18.3% 16,203 $1.0M
First National Bank of Omaha 0.03% Reduce -84.4% 16,374 $1.0M
Raleigh Capital Management Inc. 0.34% Reduce -44.2% 16,320 $998K
RB Capital Management, LLC 0.22% Reduce -1.0% 16,109 $986K
LRI Investments, LLC 0.09% Reduce -1.1% 15,965 $977K
Retirement Planning Co of New England, Inc. 0.40% Add +1.6% 15,912 $973K
Raiffeisen Bank International AG 0.01% Reduce -8.3% 15,911 $973K
Integrity Alliance, Llc. 0.04% Add +51.9% 15,801 $967K
Harvest Portfolios Group Inc. 0.02% Reduce -47.4% 15,790 $966K
Miller Global Investments, LLC 0.89% Reduce -0.6% 15,780 $965K
HBK Sorce Advisory LLC 0.02% Reduce -1.3% 15,590 $965K
Rwa Wealth Partners, LLC 0.01% Reduce -4.4% 15,723 $962K
Fifth Third Wealth Advisors LLC 0.03% Add +9.1% 15,655 $958K
CrossGen Wealth, LLC 0.84% Add +4.7% 15,591 $954K
Greenleaf Trust 0.01% Add +32.7% 15,480 $947K
Patriot Financial Group Insurance Agency, LLC 0.05% New 15,420 $943K
Sunbelt Securities, Inc. 0.06% Reduce -5.8% 15,418 $943K
Keudell/Morrison Wealth Management 0.19% Reduce -16.2% 15,408 $943K
Duncker Streett & Co. Inc. 0.18% Add +11.3% 15,375 $941K
Alliance Wealth Advisors, LLC 0.20% Reduce -41.5% 15,292 $936K
Greenwood Capital Associates LLC 0.10% New 15,254 $933K
Cozad Asset Management Inc. 0.07% Add +7.0% 15,069 $922K
Kornitzer Capital Management Inc. 0.02% No change 15,040 $920K
Resurgent Financial Advisors LLC 0.33% Add +4.2% 14,962 $915K
Denver Wealth Management, Inc. 0.31% Add +0.8% 14,954 $915K
Roehl & Yi Investment Advisors, LLC 0.34% Reduce -1.5% 14,911 $912K
Focus Financial Network, Inc. 0.03% Reduce -3.1% 14,876 $910K
First National Trust Co 0.03% Reduce -1.7% 14,855 $909K
Bay Rivers Group 0.38% Reduce -11.5% 14,818 $907K
First Affirmative Financial Network 0.35% — 14,776 $904K
Campbell & CO Investment Adviser LLC 0.05% New 14,775 $904K
TCW Group Inc. 0.01% Add +5.1% 14,724 $901K
Compass Ion Advisors, LLC 0.09% Add +0.3% 14,664 $897K
Teamwork Financial Advisors, LLC 0.10% Add +6.5% 14,594 $893K
Balyasny Asset Management L.P. 0.00% Add +5.5% 14,530 $889K
Armstrong, Fleming & Moore, Inc 0.38% Reduce -1.1% 14,524 $889K
Tema ETFs LLC 0.06% Add +0.5% 14,477 $886K
Harbor Investment Advisory, LLC 0.07% Reduce -0.5% 14,468 $885K
Prospera Financial Services Inc 0.01% Reduce -3.4% 14,429 $883K
Clearstead Advisors, LLC 0.01% Add +48.0% 14,303 $875K
Westbourne Investments, Inc. 0.41% Add +87.2% 14,150 $866K
Magnolia Capital Management Ltd. 0.58% Add +17.4% 14,115 $864K
Demars Financial Group, LLC 0.28% Add +7.9% 14,107 $863K
Meeder Advisory Services, Inc. 0.04% Reduce -4.1% 14,087 $862K
Farringdon Capital, Ltd. 0.19% Add +236.5% 14,071 $861K
Invst, LLC 0.10% New 14,062 $860K
Daiichi Life Insurance Co., Ltd. 0.02% No change 13,975 $855K
Generali Asset Management SPA SGR 0.02% Reduce -63.5% 13,932 $852K
GF Fund Management Co. LTD. 0.01% Reduce -8.8% 13,818 $845K
Kentucky Trust Co 0.44% Add +3.5% 13,675 $837K
Saxon Interests, Inc. 0.29% Add +20.7% 13,675 $837K
Stock Yards Bank & Trust Co. 0.03% Reduce -3.2% 13,496 $826K
PFW Advisors LLC 0.26% Add +0.5% 13,446 $823K
Nations Financial Group Inc, /Ia/ 0.04% Add +1.5% 13,441 $822K
Avanza Fonder AB 0.02% Add +1.4% 13,422 $821K
Ameritas Advisory Services, LLC 0.03% Reduce -3.5% 13,420 $821K
Broadwater Capital Management LLC 0.61% No change 14,530 $819K
ASR Vermogensbeheer N.V. 0.01% Add +2.3% 13,379 $818K
Ritholtz Wealth Management 0.01% New 13,338 $816K
Oppenheimer Asset Management Inc. 0.01% Reduce -26.4% 13,327 $815K
Stonebrook Private Inc. 0.17% Reduce -4.1% 13,302 $814K
Prestige Wealth Management Group LLC 0.16% Add +1408.5% 13,290 $813K
Meridian Wealth Advisors, LLC 0.11% Reduce -1.6% 13,105 $802K
Wealth Alliance, LLC 0.08% Reduce -38.2% 13,104 $802K
Siemens Fonds Invest GmbH 0.05% Add +3.2% 13,094 $801K
Walleye Trading LLC 0.02% New 13,092 $801K
Jeppson Wealth Management, LLC 0.25% Reduce -0.8% 13,048 $798K
NorthRock Partners, LLC 0.01% Reduce -5.7% 13,040 $798K
Frec Markets, Inc. 0.14% Add +69.6% 12,973 $794K
Plato Investment Management Ltd 0.05% Add +379.5% 12,965 $794K
Griffin Asset Management, Inc. 0.09% Add +0.3% 12,901 $789K
Perennial Investment Advisors, LLC 0.06% Reduce -6.0% 12,898 $789K
Meridian Wealth Management, LLC 0.03% Reduce -1.2% 12,828 $785K
Sterling Financial Planning, Inc. 0.23% Add +0.1% 12,824 $785K
Stephens Inc. 0.01% Reduce -15.8% 12,785 $782K
FLC Capital Advisors 0.14% Add +3.6% 12,744 $780K
Bridgewater Associates 0.00% Add +127.4% 12,739 $779K
Richard Bernstein Advisors LLC 0.02% No change 12,736 $779K
Clear Creek Financial Management, LLC 0.06% Add +21.8% 12,622 $772K
Mather Group, Llc. 0.01% Add +59.3% 12,533 $767K
Scott Capital Advisors, LLC 0.15% Add +8.2% 11,953 $762K
William Allan Corp 0.45% Add +0.1% 12,390 $758K
Clifford Swan Investment Counsel LLC 0.03% Reduce -11.3% 12,311 $753K
Avior Wealth Management, LLC 0.02% Reduce -39.0% 12,269 $751K
Compound Planning, Inc. 0.02% Add +26.6% 12,261 $750K
Vontobel Holding Ltd. 0.00% Add +7.8% 12,245 $749K
Global X Japan Co., Ltd. 0.04% Add +5.8% 12,227 $748K
Checchi Capital Advisers, LLC 0.05% Add +3.4% 12,136 $742K
WCG Wealth Advisors LLC 0.02% Add +0.8% 12,000 $734K
Kingswood Wealth Advisors, LLC 0.03% Reduce -8.2% 11,881 $727K
Verus Capital Partners, LLC 0.05% Add +0.3% 11,801 $722K
Ellis Investment Partners, LLC 0.13% Add +8.9% 11,762 $720K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -52.3% 11,750 $719K
Keystone Financial Group 0.05% Add +25.5% 11,748 $719K
Mitchell McLeod Pugh & Williams Inc. 0.11% No change 11,705 $716K
Formidable Asset Management, LLC 0.11% New 12,676 $715K
SlateStone Wealth, LLC 0.06% Add +6.3% 11,675 $714K
Beaumont Asset Management, L.L.C. 0.32% Add +0.1% 11,664 $714K
Bessemer Group Inc. 0.00% Add +28.2% 11,651 $712K
Atom Investors LP 0.05% New 11,619 $711K
American National Bank & Trust 0.07% No change 11,559 $707K
ABN AMRO Bank N.V. 0.01% Add +63.5% 11,440 $706K
Chicago Partners Investment Group LLC 0.02% Reduce -9.4% 11,112 $704K
MQS Management LLC 0.47% New 11,462 $701K
Wilmington Savings Fund Society, FSB 0.02% Reduce -6.2% 11,382 $696K
Brown Advisory Inc. 0.00% Add +9.8% 11,376 $696K
Manske Wealth Management 0.19% Reduce -0.2% 11,368 $696K
SVB Wealth LLC 0.05% Add +3.5% 11,306 $692K
Moseley Investment Management Inc. 0.22% Reduce -4.3% 11,242 $688K
Regal Investment Advisors LLC 0.04% Add +33.7% 11,100 $679K
Romano Brothers and Company 0.08% Reduce -1.8% 10,983 $672K
Bison Wealth, LLC 0.07% Reduce -5.8% 10,918 $672K
Powers Advisory Group, LLC 0.24% Reduce -2.5% 10,978 $672K
Mosaic Family Wealth Partners, LLC 0.07% No change 10,964 $671K
CHICAGO TRUST Co NA 0.11% Add +0.5% 10,890 $666K
Vawter Financial, Ltd. 0.28% No change 10,880 $666K
Cullen/Frost Bankers, Inc. 0.01% Reduce -25.4% 10,848 $664K
Jump Financial, LLC 0.01% New 10,743 $657K
Praxis Investment Management Inc. 0.04% No change 10,720 $656K
VestGen Advisors, LLC 0.02% Add +57.5% 10,322 $645K
Stoneridge Investment Partners LLC 0.47% Reduce -56.9% 10,539 $645K
Axq Capital, LP 0.08% Add +95.3% 10,504 $643K
Summa Corp. 0.27% No change 10,500 $642K
Buckley Wealth Management, LLC 0.16% Add +18.0% 10,431 $641K
Everhart Financial Group, Inc. 0.05% Add +5.1% 10,326 $632K
Lanark Financial, Inc. 0.05% Reduce -14.5% 10,306 $631K
Ascentis Wealth Management, LLC 0.13% Add +167.0% 10,283 $629K
Keyes, Stange & Wooten Wealth Management, LLC 0.28% Add +2.2% 10,147 $621K
Krilogy Financial LLC 0.02% Reduce -5.2% 9,550 $617K
Harbour Trust & Investment Management Co 0.07% Add +1.5% 10,065 $616K
Private Trust Co. NA 0.05% Add +2.2% 10,043 $614K
Abner Herrman & Brock LLC 0.07% No change 10,000 $612K
Family Legacy, Inc. 0.18% No change 9,981 $611K
MFA Wealth Services 0.40% Add +7.1% 9,978 $610K
Xxi Wealth, LLC 0.34% Add +15.3% 9,875 $604K
Glen Eagle Advisors, LLC 0.08% Add +0.3% 9,861 $603K
Fourpath Capital Management, LLC 0.09% Reduce -38.2% 9,835 $602K
Bailard, Inc. 0.01% Add +0.1% 9,802 $600K
Savvy Advisors, Inc. 0.02% Add +101.8% 9,702 $594K
Crane Advisory, LLC 0.09% No change 9,137 $591K
Intrust Bank NA 0.05% Reduce -7.6% 9,646 $590K
Ascent Group, LLC 0.02% Add +58.3% 9,633 $589K
Profund Advisors LLC 0.02% Reduce -28.3% 9,581 $586K
Principle Wealth Partners LLC 0.03% Reduce -4.1% 9,478 $580K
AlphaGrep UK Ltd 0.17% New 9,460 $579K
Autumn Glory Partners, LLC 0.21% Add +54.5% 9,399 $575K
Jacobi Capital Management LLC 0.03% Add +2.0% 9,316 $570K
Aprio Wealth Management, LLC 0.03% Add +16.9% 9,258 $566K
Portman Square Capital LLP 0.35% New 9,254 $566K
NFSG Corp 0.09% Add +201.9% 9,159 $560K
HHM Wealth Advisors, LLC 0.06% Reduce -4.6% 9,136 $559K
Harbour Wealth Management Group, Inc. 0.42% Add +11.6% 9,077 $555K
Tactive Advisors, LLC 0.16% Add +13.2% 9,076 $555K
Tarbox Family Office, Inc. 0.09% Reduce -0.4% 9,053 $554K
Parallax Volatility Advisers, L.P. 0.03% Add +46.1% 8,623 $552K
Portside Wealth Group, LLC 0.07% Reduce -10.7% 8,990 $550K
Code Waechter LLC 0.33% Reduce -3.5% 8,967 $549K
AlphaCore Capital LLC 0.01% Reduce -35.2% 8,903 $547K
Comprehensive Money Management Services LLC 0.36% Add +3.0% 8,859 $542K
EverSource Wealth Advisors, LLC 0.02% Add +13.4% 8,809 $539K
Wealthspire Retirement, LLC 0.03% Reduce -11.0% 8,764 $536K
Cigna Investments Inc. 0.08% No change 8,703 $533K
TD Waterhouse Canada Inc. 0.00% Add +328.4% 8,572 $530K
Atlantic Union Bankshares Corp 0.01% Add +6.0% 8,610 $527K
CAP Partners, LLC 0.30% Add +0.9% 8,603 $526K
Strategic Investment Advisors / MI 0.04% New 8,540 $522K
Wedmont Private Capital 0.02% Add +5.7% 8,287 $520K
Aptus Capital Advisors, LLC 0.00% Reduce -5.5% 8,504 $520K
Sound View Wealth Advisors Group, LLC 0.04% Add +5.7% 8,495 $520K
Boothbay Fund Management, LLC 0.01% New 8,453 $517K
M&G PLC 0.00% Add +101.7% 8,457 $516K
Virtue Capital Management, LLC 0.08% Reduce -22.8% 8,422 $515K
Cary Street Partners Financial LLC 0.01% Add +2.9% 8,365 $512K
West Michigan Advisors, LLC 0.11% New 8,278 $509K
Associated Banc-Corp 0.01% No change 8,309 $508K
Moneta Group Investment Advisors LLC 0.00% Add +5.7% 8,247 $505K
Pure Financial Advisors, LLC 0.01% Reduce -3.3% 8,242 $504K
Arcataur Capital Management LLC 0.14% Add +1.3% 8,236 $504K
Visionary Wealth Advisors 0.02% Add +19.1% 8,222 $503K
Focused Wealth Management, Inc 0.05% Add +0.3% 8,011 $490K
Koshinski Asset Management, Inc. 0.03% Reduce -1.5% 8,002 $490K
Fortis Group Advisors, LLC 0.08% Reduce -2.3% 7,661 $489K
Quantitative Investment Management, LLC 0.05% New 7,996 $489K
XML Financial, LLC 0.04% Reduce -6.6% 7,944 $486K
FSB Premier Wealth Management, Inc. 0.15% Reduce -13.8% 7,914 $484K
ING Groep NV 0.00% Add +28.2% 7,898 $483K
Beacon Investment Advisors LLC 0.18% Reduce -0.3% 7,875 $482K
Founders Financial Alliance, LLC 0.09% Add +22.6% 7,849 $480K
Wealth Quarterback LLC 0.19% Reduce -16.8% 7,798 $477K
Trueblood Wealth Management, LLC 0.19% Reduce -0.2% 7,773 $476K
Golden State Wealth Management, LLC 0.05% Add +1.0% 7,756 $475K
Quad-Cities Investment Group, LLC 0.19% Add +0.8% 7,742 $474K
ETF Store, Inc. 0.46% Add +0.9% 7,722 $472K
Journey Strategic Wealth LLC 0.01% Add +29.1% 7,706 $471K
Hendershot Investments Inc. 0.06% Add +35.6% 7,696 $471K
Westpac Banking Corp. 0.03% Reduce -12.4% 7,682 $470K
Invera Wealth Advisors, LLC 0.30% Reduce -1.3% 7,680 $470K
Kepler Cheuvreux (Suisse) SA 0.03% No change 7,657 $468K
Seamount Financial Group Inc. 0.21% No change 7,639 $467K
Brighton Jones LLC 0.01% New 7,623 $466K
Focus Partners Advisor Solutions, LLC 0.00% New 7,611 $466K
Pinnacle Associates Ltd. 0.01% Add +9.0% 7,600 $465K
Catalyst Financial Partners LLC 0.05% New 7,544 $462K
American Investment Services, Inc. 0.10% No change 7,526 $460K
Evolve Private Wealth, LLC 0.02% Add +11.0% 7,518 $460K
MBM Wealth Consultants, LLC 0.11% Add +9.2% 7,516 $460K
Anb Bank 0.18% Add +9.5% 7,471 $457K
Discipline Wealth Solutions, LLC 0.05% No change 7,449 $456K
Alerus Financial NA 0.02% New 7,401 $453K
Lazard Asset Management LLC 0.00% Reduce -8.0% 7,374 $451K
Walker Asset Management, LLC 0.24% Add +1.1% 7,374 $451K
Alteri Wealth LLC 0.15% Add +0.1% 7,354 $450K
Premier Path Wealth Partners, LLC 0.06% Add +11.9% 7,351 $450K
Financial Partners Group, Inc 0.05% Add +7.8% 7,347 $449K
Ashton Thomas Securities, LLC 0.06% New 7,250 $444K
Sage Private Wealth Group, LLC 0.22% Reduce -7.8% 7,230 $442K
Center for Financial Planning, Inc. 0.05% Reduce -1.0% 7,222 $442K
Larson Financial Group LLC 0.01% Add +1.1% 7,222 $442K
FourThought Financial Partners, LLC 0.04% Reduce -8.8% 7,220 $442K
Norden Group LLC 0.04% Reduce -4.1% 7,174 $439K
Fisher Asset Management 0.00% Add +41.8% 7,165 $438K
ProCore Advisors, LLC 0.67% Reduce -7.0% 7,131 $436K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 7,105 $435K
Smartleaf Asset Management LLC 0.02% Add +10.4% 7,106 $435K
Lederer & Associates Investment Counsel 0.30% No change 7,013 $429K
Atlas Private Wealth Advisors 0.10% New 6,974 $427K
Sage Investment Advisers LLC 0.31% Add +10.3% 6,872 $425K
Hantz Financial Services, Inc. 0.01% Add +134.1% 6,948 $425K
WFA of San Diego, LLC 0.34% Reduce -7.1% 6,891 $422K
Insigneo Advisory Services, LLC 0.03% Reduce -2.1% 6,863 $420K
Red Door Wealth Management, LLC 0.04% Add +25.7% 6,851 $419K
Capula Management Ltd 0.00% Reduce -25.6% 6,803 $416K
Benchmark Investment Advisors LLC 0.24% — 6,800 $416K
Sovereign Financial Group, Inc. 0.07% Add +0.9% 6,771 $414K
Great Lakes Advisors, LLC 0.00% Add +12.4% 6,734 $412K
Flputnam Investment Management Co. 0.01% Reduce -17.2% 6,719 $411K
CX Institutional 0.01% Reduce -7.8% 6,703 $410K
NorthStar Asset Management LLC 0.20% Reduce -4.5% 6,694 $410K
Sax Wealth Advisors, LLC 0.02% No change 7,258 $409K
Meadowbrook Wealth Management, LLC 0.54% Reduce -2.2% 6,683 $409K
Werba Rubin Papier Wealth Management 0.06% Add +20.4% 6,625 $405K
Cherry Creek Investment Advisors, Inc. 0.18% Add +0.4% 6,621 $405K
Signet Private Wealth LLC 0.39% Reduce -3.2% 6,594 $403K
Revisor Wealth Management LLC 0.11% Reduce -3.8% 6,540 $402K
Regions Financial Corp. 0.00% Add +14.5% 6,560 $401K
Bridgewater Advisors Inc. 0.02% Add +4.2% 6,509 $400K
TIAA Wealth Investment Management LLC 0.00% — 6,541 $400K
Community Bank & Trust, Waco, Texas 0.08% No change 6,497 $397K
Channel Wealth LLC 0.10% Reduce -54.0% 6,485 $397K
First Manhattan Co. Llc. 0.00% Add +44.3% 6,320 $388K
BSW Wealth Partners 0.05% Add +20.9% 6,298 $385K
Midwest Trust Co 0.00% Add +19.1% 6,270 $384K
Blue Fin Capital, Inc. 0.06% Reduce -1.6% 6,237 $382K
Gen-Wealth Partners Inc 0.12% Reduce -1.4% 6,234 $381K
Supplemental Annuity Collective Trust of NJ 0.11% New 6,229 $381K
Investmark Advisory Group LLC 0.16% Reduce -2.3% 6,216 $380K
PKS Advisory Services, LLC 0.09% Add +29.4% 6,215 $380K
Excalibur Management Corp. 0.14% Add +1.6% 6,212 $380K
CFS Investment Advisory Services, LLC 0.03% Reduce -7.7% 5,836 $380K
180 Wealth Advisors, LLC 0.04% Add +5.7% 6,206 $380K
DGS Capital Management, LLC 0.06% Add +61.1% 6,180 $378K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 6,163 $377K
Leo Wealth, LLC 0.03% Add +1.1% 6,153 $376K
International Assets Investment Management, LLC 0.03% Reduce -9.7% 6,084 $376K
Journey Retirement Planning & Investment Management LLC 0.33% Reduce -68.3% 6,131 $375K
Global Assets Advisory, LLC 0.11% Add +0.3% 6,121 $374K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.15% Reduce -25.0% 6,091 $373K
PDS Planning, Inc 0.02% Add +11.5% 6,089 $373K
Citizens National Bank Trust Department 0.06% No change 6,083 $372K
Rexford Capital Inc. 0.26% Add +1.7% 6,062 $371K
Armstrong Advisory Group, Inc. 0.02% Add +3.3% 6,046 $370K
Certior Financial Group, LLC 0.24% Add +3.6% 6,043 $370K
MBA Advisors LLC 0.14% No change 6,024 $369K
Hancock Whitney Corp. 0.01% Reduce -23.1% 5,955 $368K
Trace Wealth Advisors, LLC 0.28% No change 6,000 $367K
Howard Capital Management Group, LLC 0.02% Reduce -25.0% 6,000 $367K
Brown, Lisle/Cummings, Inc. 0.09% Add +9.1% 5,975 $366K
Latitude Advisors, LLC 0.17% Add +31.7% 5,949 $364K
S Harris Financial Group, LLC 0.33% Add +28.5% 5,939 $363K
Strategy Asset Managers LLC 0.06% Add +5.8% 5,862 $359K
Marble Wealth, LLC 0.06% New 5,844 $358K
Blom & Howell Financial Planning, Inc. 0.35% Reduce -0.4% 5,844 $358K
CENTRAL TRUST Co 0.01% Add +86.3% 5,828 $357K
Legacy Wealth Asset Management, LLC 0.09% New 5,821 $356K
111 Capital 0.09% New 5,816 $356K
Moss Adams Wealth Advisors LLC 0.03% Add +12.8% 5,786 $356K
Verity Asset Management, Inc. 0.15% Add +18.3% 5,806 $355K
Financial Management Network Inc. 0.05% Add +0.6% 5,613 $355K
Yoder Wealth Management, Inc. 0.16% Add +8.0% 5,780 $354K
Sovereign Investment Advisors, LLC 0.07% New 5,732 $352K
Wolverine Asset Management LLC 0.02% No change 5,711 $349K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.2% 5,699 $349K
Cape Investment Advisory, Inc. 0.12% Reduce -2.5% 5,691 $348K
Silverlake Wealth Management LLC 0.07% Add +5.0% 5,678 $347K
CWA Asset Management Group, LLC 0.01% Add +0.3% 5,654 $346K
Vance Wealth, LLC 0.10% No change 5,626 $346K
Investment Research Partners LLC 0.14% Add +1.9% 5,627 $344K
Silvia McColl Wealth Management, LLC 0.23% No change 5,615 $344K
RiverFront Investment Group, LLC 0.01% Add +0.4% 5,601 $343K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% New 5,600 $343K
Severin Investments, LLC 0.29% Add +1.4% 5,594 $342K
Westend Capital Management, LLC 0.10% New 5,591 $342K
Stratos Wealth Advisors, LLC 0.02% Add +0.7% 5,576 $341K
Panoramic Investment Advisors, LLC 0.18% Add +1.0% 5,538 $339K
Hoxton Planning & Management, LLC 0.10% Reduce -0.7% 5,518 $338K
FSA Investment Group, LLC 0.14% Add +0.0% 5,502 $337K
Prosperitas Financial LLC 0.13% Add +18.0% 5,492 $336K
Resonant Capital Advisors, LLC 0.02% Add +9.9% 5,424 $333K
Caprock Group, LLC 0.01% New 5,365 $333K
Wealth Management Associates, Inc. 0.11% Add +3.3% 5,440 $333K
Integrated Investment Consultants, LLC 0.07% Add +0.6% 5,433 $332K
Valeo Financial Advisors, LLC 0.01% Reduce -36.7% 5,417 $331K
Crescent Sterling, Ltd. 0.32% Add +18.1% 5,414 $331K
Dorsey & Whitney Trust CO LLC 0.02% Add +10.2% 5,401 $330K
Summitry LLC 0.01% New 5,399 $330K
Spire Wealth Management 0.01% Reduce -0.6% 5,392 $330K
Mission Hills Financial Advisory, LLC 0.17% Add +9.1% 5,382 $329K
Tiemann Investment Advisors, LLC 0.13% Reduce -10.9% 5,370 $329K
Angeles Wealth Management, LLC 0.02% Add +6.2% 5,335 $328K
Dudley Capital Management, LLC 0.14% Reduce -3.6% 5,345 $327K
Advisor OS, LLC 0.02% New 5,332 $326K
Cross Staff Investments Inc 0.17% Reduce -3.3% 5,331 $326K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.5% 5,329 $326K
Lummis Asset Management, LP 0.19% Reduce -5.6% 5,184 $322K
Essex Bank 0.07% Reduce -10.2% 5,249 $321K
Mattern Wealth Management LLC 0.06% Add +10.6% 5,225 $320K
TPG Advisors LLC 0.20% Reduce -3.0% 5,235 $320K
Composition Wealth, LLC 0.00% Add +27.2% 5,233 $320K
Berger Financial Group, Inc 0.02% Reduce -3.5% 5,229 $320K
Chiron Capital Management, LLC 0.33% — 5,223 $320K
Delta Investment Management, LLC 0.06% Add +38.8% 5,210 $319K
Callahan Advisors, LLC 0.03% Add +5.1% 5,175 $317K
Reliant Investment Partners, LLC 0.26% Reduce -1.8% 5,146 $315K
Ingalls & Snyder LLC 0.01% Add +3.4% 5,133 $314K
Atlanta Consulting Group Advisors, LLC 0.07% Add +33.5% 5,084 $312K
Tortuga Wealth Management, Inc 0.29% Add +24.3% 5,090 $311K
SeaCrest Wealth Management, LLC 0.03% Reduce -2.4% 5,083 $311K
Summit Financial Wealth Advisors, LLC 0.04% No change 5,080 $311K
Moody National Bank Trust Division 0.03% Reduce -5.1% 5,074 $310K
AdvisorNet Financial, Inc 0.02% Reduce -5.9% 5,072 $310K
Aspiriant, LLC 0.01% New 5,054 $309K
Pinnacle Financial Partners, Inc. 0.00% New 5,046 $309K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.4% 4,989 $308K
Robeco Institutional Asset Management B.V. 0.00% Reduce -0.8% 5,039 $308K
Trajan Wealth LLC 0.01% Add +17.1% 5,034 $308K
Fulcrum Asset Management LLP 0.05% No change 5,026 $307K
Shelton Wealth Management, LLC 0.14% Add +21.0% 5,010 $307K
Mason & Associates Inc 0.06% No change 4,983 $305K
L2 Asset Management, LLC 0.03% Add +8.3% 4,968 $304K
Mesirow Financial Investment Management, Inc. 0.00% Add +0.6% 4,961 $303K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 4,950 $303K
Astoria Portfolio Advisors LLC. 0.06% Reduce -2.5% 4,818 $302K
McAdam, LLC 0.01% Add +9.7% 4,934 $302K
Stockman Wealth Management, Inc. 0.03% New 4,925 $301K
Cahill Financial Advisors Inc. 0.03% Reduce -4.8% 4,925 $301K
Titleist Asset Management, LLC 0.02% Add +1.6% 4,919 $301K
Coastwise Capital Group, LLC 0.17% Reduce -5.5% 4,919 $301K
LaSalle St. Investment Advisors, LLC 0.04% Add +0.4% 4,903 $300K
Shelton Capital Management 0.01% New 4,878 $298K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% Reduce -4.9% 4,870 $298K
Mayflower Financial Advisors, LLC 0.04% Add +3.1% 4,869 $298K
LexAurum Advisors, LLC 0.04% — 4,867 $298K
Per Stirling Capital Management, LLC. 0.03% Add +2.3% 4,842 $296K
Balboa Wealth Partners 0.05% New 4,836 $296K
Stiles Financial Services Inc 0.09% Add +0.3% 4,828 $295K
Advisory Alpha, LLC 0.01% New 4,792 $293K
B. Riley Wealth Advisors, Inc. 0.02% Add +8.7% 4,786 $293K
Turtle Creek Wealth Advisors, LLC 0.02% Add +21.5% 4,777 $292K
Ankerstar Wealth, LLC 0.31% Add +29.3% 4,755 $292K
Range Advisory, LLC 0.05% New 4,771 $292K
LightSquare Wealth Management, LLC 0.22% — 4,750 $291K
LCNB Corp. 0.10% New 4,723 $289K
StoneX Group Inc. 0.02% Reduce -32.5% 4,701 $289K
Flagship Harbor Advisors, LLC 0.01% Add +153.4% 4,714 $288K
Aull & Monroe Investment Management Corp 0.13% Add +0.3% 4,704 $288K
Certuity, LLC 0.02% Reduce -14.6% 4,701 $288K
Summit Wealth Group LLC / Co. 0.03% Add +5.5% 4,667 $286K
Western Wealth Management, LLC 0.01% Add +2.5% 4,650 $285K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,626 $283K
Flynn Zito Capital Management, LLC 0.09% Reduce -0.7% 4,619 $283K
BlueChip Wealth Advisors LLC 0.12% Reduce -15.3% 4,609 $282K
Root Financial Partners, LLC 0.01% Reduce -24.0% 4,592 $281K
Everpar Advisors LLC 0.10% New 4,586 $281K
Smith, Moore & Co. 0.02% Add +0.7% 4,586 $281K
SHP Wealth Management 0.02% Reduce -12.8% 4,568 $280K
Bullock Wealth Management Group 0.14% Add +0.8% 4,502 $279K
Sagewood Asset Management LP 0.09% New 4,531 $277K
Core Wealth Partners LLC 0.13% Reduce -0.4% 4,502 $275K
Tyche Wealth Partners LLC 0.04% Add +0.1% 4,488 $275K
Keystone Wealth Services, LLC 0.06% Reduce -29.6% 4,459 $273K
Aaron Wealth Advisors LLC 0.02% New 4,408 $270K
Ofi Invest Asset Management 0.00% New 5,046 $268K
MeadowBrook Investment Advisors LLC 0.24% Reduce -34.5% 4,370 $267K
Lantz Financial LLC 0.06% Reduce -24.8% 4,365 $267K
Jacobsen Capital Management 0.09% Add +0.1% 4,339 $265K
King Luther Capital Management Corp. 0.00% Add +0.3% 4,321 $264K
Bolthouse Investments, LLC 0.24% No change 4,317 $264K
OneAscent Financial Services LLC 0.01% New 4,310 $264K
Hilton Head Capital Partners, LLC 0.15% Add +1.5% 4,292 $263K
Nabity-Jensen Investment Management Inc 0.18% Add +1.4% 4,280 $262K
Kintra Wealth, LLC 0.02% New 4,280 $262K
Argent Trust Co 0.01% Reduce -9.2% 4,277 $262K
Gibbs Wealth Management 0.03% New 4,266 $261K
Caldwell Sutter Capital, Inc. 0.10% Reduce -0.9% 4,199 $257K
Holderness Investments Co. 0.05% Add +0.7% 4,182 $256K
Huntleigh Advisors, Inc. 0.04% Add +1.4% 4,168 $255K
Aspire Growth Partners LLC 0.17% Reduce -2.1% 4,160 $254K
Register Financial Advisors LLC 0.09% Reduce -0.8% 4,152 $254K
Oslo Pensjonsforsikring AS 0.04% — 4,122 $252K
Evoke Wealth, LLC 0.00% New 4,099 $252K
Richards, Merrill & Peterson, Inc. 0.09% Reduce -8.9% 4,108 $251K
Pointe Capital Management LLC 0.12% No change 4,094 $250K
Charter Oak Capital Management, LLC 0.02% No change 4,080 $250K
Polymer Capital Management (US) LLC 0.04% New 4,073 $249K
Sfmg, LLC 0.02% Add +2.0% 4,066 $249K
Ieq Capital, LLC 0.00% New 4,058 $248K
Somerset Trust Co 0.08% Add +0.0% 4,052 $248K
Bokf, NA 0.00% Add +14.5% 4,052 $248K
Evergreen Wealth Partners LLC 0.19% Reduce -2.1% 4,044 $247K
Cpwa, LLC 0.30% — 3,962 $247K
Cetera Trust Company, N.A 0.14% Reduce -4.2% 4,035 $247K
Park Place Capital Corp 0.05% Reduce -35.0% 4,016 $246K
Nilsine Partners, LLC 0.02% Add +8.5% 3,891 $244K
Crestwood Advisors Group, LLC 0.00% New 3,974 $243K
Enterprise Financial Services Corp 0.12% Add +6.9% 3,972 $243K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +3.4% 3,971 $243K
Phillips Wealth Planners LLC 0.18% Reduce -28.2% 3,891 $243K
Northstar Advisory Group, LLC 0.09% No change 3,960 $242K
Alpha Family Trust 0.12% No change 3,930 $240K
Creative Financial Designs Inc. 0.01% Reduce -73.9% 3,918 $240K
Campion Asset Management 0.16% Add +1.4% 3,915 $240K
Integrity Advisory Solutions, LLC 0.03% New 3,912 $239K
Patton Fund Management, Inc. 0.04% No change 3,871 $237K
Sandbox Financial Partners, LLC 0.07% No change 3,846 $235K
Capstone Investment Advisors, LLC 0.00% New 3,842 $235K
Trust Point Inc. 0.02% Reduce -2.9% 3,841 $235K
Patrick M Sweeney & Associates, Inc. 0.15% Add +0.1% 3,804 $233K
Quotient Wealth Partners, LLC 0.01% New 3,803 $233K
WBH Advisory Inc. 0.02% New 3,741 $231K
Portfolio Design Labs, LLC 0.04% New 3,782 $231K
Bedminster, LLC 0.21% No change 3,750 $229K
Auxano Advisors, LLC 0.05% New 3,735 $229K
PFG Advisors 0.01% New 3,731 $228K
GW Henssler & Associates Ltd. 0.01% New 3,728 $228K
West Family Investments, Inc. 0.08% New 3,727 $228K
Capital Management Associates, Inc 0.05% New 3,705 $227K
BAM Wealth Management, LLC 0.17% New 3,702 $226K
Monument Capital Management 0.06% Add +0.2% 3,684 $225K
Heartland Bank & Trust Co 0.05% Add +3.5% 3,675 $225K
Keel Point, LLC 0.01% New 3,664 $224K
IRON Financial LLC 0.10% New 3,661 $224K
Invested Advisors 0.22% Reduce -0.1% 3,626 $222K
Mindset Wealth Management, LLC 0.06% Reduce -20.4% 3,620 $221K
Lynch Investment Planning, LLC 0.20% Reduce -9.4% 3,598 $221K
Mandatum Life Insurance Co Ltd 0.05% No change 3,603 $220K
Connors Investor Services Inc. 0.02% No change 3,595 $220K
Diversified Enterprises, LLC 0.01% New 3,594 $220K
Sand Hill Global Advisors, LLC 0.01% New 3,591 $220K
Syon Capital LLC 0.01% Reduce -1.6% 3,586 $219K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -20.4% 3,581 $219K
Pursuit Wealth Strategies, LLC 0.30% New 3,554 $217K
ProVise Management Group, LLC 0.02% Reduce -1.2% 3,545 $217K
RM Financial Services, LLC 0.19% Reduce -6.0% 3,508 $215K
SRH Advisors, LLC 0.06% No change 3,500 $214K
Trek Financial, LLC 0.01% New 3,499 $214K
E Fund Management Co., Ltd. 0.01% — 3,496 $214K
NorthCrest Asset Manangement, LLC 0.01% Reduce -51.2% 3,406 $212K
Spirepoint Private Client, LLC 0.02% New 3,455 $211K
Ares Financial Consulting, LLC 0.17% Add +10.2% 3,416 $211K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +41.8% 3,448 $211K
Silver Lake Group, L.L.C. 0.01% New 3,450 $210K
MASTERINVEST Kapitalanlage GmbH 0.02% New 3,434 $210K
Alps Advisors Inc. 0.00% Reduce -9.6% 3,434 $210K
Bryn Mawr Trust Advisors, LLC 0.01% New 3,416 $209K
Fulton Breakefield Broenniman LLC 0.01% New 3,412 $209K
Wesbanco Bank Inc. 0.01% New 3,402 $208K
Orion Capital Management LLC 0.07% Reduce -27.7% 3,400 $208K
HM Payson & Co. 0.00% Add +1.9% 3,397 $208K
TRB Wealth Management, LLC 0.03% — 3,379 $208K
Future Financial Wealth Managment LLC 0.13% New 3,200 $205K
Safeguard Investment Advisory Group, LLC 0.06% New 3,336 $204K
SkyView Investment Advisors, LLC 0.03% Reduce -44.7% 3,331 $204K
Alta Advisers Ltd 0.07% New 3,324 $203K
Modera Wealth Management, LLC 0.00% Reduce -22.9% 3,311 $203K
Curi Capital, LLC 0.00% New 3,299 $202K
Natural Investments, LLC 0.05% New 3,312 $202K
CTC Alternative Strategies, Ltd. 0.46% New 3,300 $202K
Eurizon SLJ Capital Ltd 0.09% Add +30.2% 3,198 $196K
Arax Advisory Partners 0.01% Reduce -64.0% 3,117 $191K
Toth Financial Advisory Corp. 0.02% No change 3,102 $190K
Virtus Investment Advisers, LLC 0.05% Add +7.8% 3,094 $189K
City State Bank 0.05% Reduce -6.2% 3,054 $187K
High Point Wealth Management, LLC 0.18% Reduce -8.3% 2,913 $178K
Aster Capital Management (DIFC) Ltd 0.06% Reduce -81.9% 2,996 $174K
Ancora Advisors LLC 0.00% Reduce -1.4% 2,840 $174K
Coastline Trust Co 0.02% No change 2,760 $169K
Cromwell Holdings LLC 0.09% Add +1.1% 2,736 $168K
Tidemark, LLC 0.04% Add +0.4% 2,704 $165K
Virtus Advisers, LLC 0.08% New 2,641 $162K
Beacon Investment Advisory Services, Inc. 0.01% New 2,608 $160K
Montag A & Associates Inc. 0.01% No change 2,580 $158K
CYBER HORNET ETFs LLC 0.10% Add +4.6% 2,529 $156K
Acadian Asset Management LLC 0.00% New 2,558 $156K
Parkside Financial Bank & Trust 0.01% Add +1.1% 2,539 $155K
Motco 0.01% Add +5.0% 2,487 $152K
C M Bidwell & Associates Ltd. 0.07% Reduce -1.9% 2,465 $151K
Strategic Wealth Partners, Ltd. 0.01% Reduce -0.2% 2,448 $150K
MCF Advisors LLC 0.01% Add +30.9% 2,412 $148K
Ameriflex Group, Inc. 0.07% Reduce -2.5% 2,374 $145K
Triumph Capital Management 0.03% Reduce -12.4% 2,361 $145K
Medallion Wealth Advisors, LLC 0.04% Add +2.5% 2,255 $138K
Gill Capital Partners, LLC 0.04% New 2,201 $135K
Peterson Wealth Management 0.08% New 2,190 $134K
CoreCap Advisors, LLC 0.00% Reduce -11.4% 2,164 $132K
Cornerstone Financial Management LLC 0.12% Reduce -0.4% 2,141 $131K
Y.D. More Investments Ltd 0.00% Reduce -5.8% 2,017 $123K
Financial Perspectives, Inc 0.03% No change 2,011 $123K
Strategic Wealth Advisors LLC 0.10% No change 2,025 $123K
Hoese & Co LLP 0.09% No change 2,000 $122K
Intesa Sanpaolo Wealth Management 0.03% No change 2,000 $122K
Costello Asset Management, INC 0.04% Add +201.2% 1,967 $120K
Hollencrest Capital Management 0.00% No change 1,946 $119K
Indiana Trust & Investment Management Co 0.04% No change 1,933 $118K
Twin Peaks Wealth Advisors, LLC 0.03% New 1,869 $114K
JFS Wealth Advisors, LLC 0.01% No change 1,843 $113K
Deseret Mutual Benefit Administrators 0.04% Add +83.4% 1,834 $112K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,778 $109K
Cassaday & Co Wealth Management LLC 0.00% New 1,729 $106K
Quent Capital, LLC 0.01% Add +3.9% 1,726 $106K
Capital Analysts, LLC 0.00% Add +21.4% 1,707 $104K
Caldwell Trust Co 0.01% No change 1,688 $103K
Anchor Investment Management, LLC 0.01% Reduce -8.4% 1,659 $102K
Grove Bank & Trust 0.01% Add +1.5% 1,648 $101K
Salem Investment Counselors Inc. 0.00% New 1,610 $99K
ESL Trust Services, LLC 0.02% No change 1,600 $98K
Cherry Tree Wealth Management, LLC 0.02% Reduce -19.2% 1,597 $98K
Wolff Wiese Magana LLC 0.05% Add +23.3% 1,571 $96K
Proathlete Wealth Management LLC 0.03% Add +1.2% 1,555 $95K
Bangor Savings Bank 0.01% No change 1,537 $94K
Tsfg, LLC 0.01% No change 1,535 $94K
Pacifica Partners Inc. 0.03% Reduce -89.5% 1,424 $87K
Bayban 0.08% No change 1,422 $87K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -37.8% 1,359 $87K
HighMark Wealth Management LLC 0.03% Reduce -22.2% 1,359 $83K
Smithfield Trust Co 0.00% Add +187.4% 1,351 $82K
Fairway Wealth LLC 0.02% New 1,334 $82K
Darwin Wealth Management, LLC 0.02% Add +1.9% 1,304 $80K
Rosenberg Matthew Hamilton 0.02% Reduce -5.1% 1,261 $77K
Trust Co 0.01% Reduce -49.4% 1,226 $75K
Front Row Advisors LLC 0.03% No change 1,210 $74K
Vision Financial Markets LLC 0.07% Add +0.1% 1,205 $74K
Pinnacle Bancorp, Inc. 0.02% No change 1,200 $73K
Trust Co. of Toledo NA 0.01% Reduce -23.7% 1,198 $73K
Versant Capital Management, Inc 0.01% Reduce -52.2% 1,145 $70K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,150 $70K
Winthrop Capital Management, LLC 0.02% No change 1,142 $70K
Crews Bank & Trust 0.01% Add +12.8% 1,140 $70K
Rossby Financial, LCC 0.01% Add +36.6% 1,119 $69K
Tobam 0.02% No change 1,128 $69K
Scarborough Advisors, LLC 0.01% New 1,127 $69K
Whipplewood Advisors, LLC 0.04% Reduce -66.4% 1,117 $68K
McGuire Capital Advisors Inc. 0.04% Add +1084.0% 1,113 $68K
Founders Capital Management 0.03% Reduce -12.0% 1,100 $67K
Bank of New Hampshire 0.02% No change 1,100 $67K
Capital Advisors, Ltd. LLC 0.01% Add +2.5% 1,088 $67K
Heritage Wealth Advisors 0.00% No change 1,083 $66K
CoreFirst Bank & Trust 0.04% No change 1,080 $66K
Bogart Wealth, LLC 0.00% Add +13.1% 1,044 $64K
Bellevue Asset Management, LLC 0.03% Add +0.3% 1,042 $64K
JNBA Financial Advisors 0.01% No change 1,042 $64K
Wall Street Financial Group, Inc. 0.04% New 1,020 $62K
Whittier Trust Co. 0.00% Add +29.8% 989 $61K
Harvest Fund Management Co., Ltd 0.00% New 1,003 $61K
CVA Family Office, LLC 0.01% Add +0.6% 984 $60K
Activest Wealth Management 0.01% Add +2.6% 970 $59K
Centennial Bank 0.02% No change 966 $59K
TFC Financial Management, Inc. 0.01% Add +1764.7% 951 $58K
Wiser Advisor Group LLC 0.07% Add +1.3% 947 $58K
Vision Retirement, LLC 0.02% Add +0.4% 933 $57K
Strengthening Families & Communities, LLC 0.01% New 933 $57K
McIlrath & Eck, LLC 0.00% No change 912 $56K
PlanVest Financial, Inc 0.04% — 899 $55K
Covestor Ltd 0.04% Reduce -31.1% 900 $55K
Caitong International Asset Management Co., Ltd 0.01% Add +22025.0% 885 $54K
Basecamp Wealth Advisors LLC 0.01% No change 884 $54K
Salomon & Ludwin, LLC 0.00% Add +87.3% 856 $53K
IFG Advisory, LLC 0.15% Reduce -96.9% 868 $53K
Independence Bank of Kentucky 0.01% Reduce -4.3% 850 $52K
Plante Moran Financial Advisors, LLC 0.00% Add +5.4% 843 $52K
Physician Wealth Advisors, Inc. 0.01% Add +8.3% 827 $51K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -34.1% 826 $51K
SouthState Bank Corp 0.00% Reduce -3.3% 814 $50K
Silvant Capital Management LLC 0.00% No change 796 $49K
Missouri Trust & Investment Co 0.01% No change 793 $49K
Private Wealth Management Group, LLC 0.01% No change 770 $47K
Fourth Dimension Wealth, LLC 0.02% No change 766 $47K
Owl Creek Wealth Partners LLC 0.02% — 766 $47K
Manchester Capital Management LLC 0.01% No change 763 $47K
Westside Investment Management, Inc. 0.01% No change 741 $46K
Millstone Evans Group, LLC 0.03% Add +5.9% 740 $45K
1620 Investment Advisors, Inc. 0.03% No change 720 $44K
MV Capital Management, Inc. 0.00% Add +1.4% 719 $44K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 666 $42K
Rothschild Investment LLC 0.00% Add +40.2% 687 $42K
BankPlus Trust Department 0.01% No change 684 $42K
Tompkins Financial Corp. 0.00% New 680 $42K
Bruce G. Allen Investments, LLC 0.03% Add +18.7% 678 $41K
GW&K Investment Management, LLC 0.00% Add +5.5% 676 $41K
Hoertkorn Richard Charles 0.03% No change 666 $41K
Community Bank, N.A. 0.00% Add +63.8% 655 $40K
Flagship Wealth Advisors, LLC 0.02% No change 693 $40K
Canton Hathaway, LLC 0.01% New 650 $40K
Bell Investment Advisors, Inc 0.01% Reduce -1.2% 637 $39K
Hilltop National Bank 0.01% No change 631 $39K
Cypress Capital Management LLC (WY) 0.04% Reduce -5.0% 609 $37K
First Horizon Corp. 0.00% Reduce -31.2% 595 $36K
Dynamic Wealth Strategies, LLC 0.02% Add +16.8% 585 $36K
Key Capital Management, INC 0.02% Reduce -48.4% 583 $36K
Mb, Levis & Associates, LLC 0.01% Add +1.2% 574 $35K
Sankala Group LLC 0.03% No change 572 $35K
Clark Wealth Partners 0.02% Add +1163.6% 556 $34K
Transamerica Financial Advisors, LLC 0.00% Add +32.9% 546 $34K
Investment Research & Advisory Group, Inc. 0.01% No change 502 $34K
Hoey Investments, Inc. 0.00% No change 544 $33K
Creative Capital Management Investments LLC 0.01% No change 525 $32K
Avion Wealth 0.01% Add +6.6% 535 $32K
Chesapeake Asset Management LLC 0.02% No change 500 $31K
Evolution Wealth Management Inc. 0.02% No change 500 $31K
Key Financial Inc 0.01% No change 500 $31K
Mark Sheptoff Financial Planning, LLC 0.02% No change 479 $30K
Archer Investment Corp 0.01% Reduce -1.6% 484 $30K
Ogorek Anthony Joseph /NY/ 0.01% No change 489 $29K
Essential Partners LLC 0.01% Reduce -13.2% 473 $29K
Southern Michigan Bank & Trust 0.01% — 470 $29K
EFG International AG 0.00% No change 470 $29K
St Germain D J Co. Inc. 0.00% Add +0.4% 459 $28K
Stance Capital LLC 0.01% New 453 $28K
Barrett & Company, Inc. 0.01% No change 452 $28K
Compagnie Lombard Odier SCmA 0.00% No change 430 $26K
Leonteq Securities AG 0.00% Add +18.2% 429 $26K
Aventura Private Wealth, LLC 0.01% Add +13.0% 425 $26K
Keating Financial Advisory Services, Inc. 0.00% Add +51.1% 423 $26K
Valley National Advisers Inc. 0.00% No change 410 $25K
Piscataqua Savings Bank 0.02% No change 400 $24K
Steigerwald, Gordon & Koch Inc. 0.00% Add +4.3% 386 $24K
Wellington-Altus USA Inc. 0.01% Reduce -0.5% 379 $23K
Private Wealth Asset Management, LLC 0.00% Reduce -25.2% 380 $23K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -4.1% 377 $23K
Kemnay Advisory Services Inc. 0.00% Add +2.5% 375 $23K
Innovative Asset Advisors Group, LLC 0.01% — 365 $22K
Virginia Estate & Retirement Planning Advisors Inc. 0.04% — 359 $22K
Magnolia Wealth Management, LLC 0.01% New 342 $21K
Wilkerson Advisory Group LLC 0.01% Add +65.5% 336 $21K
SOA Wealth Advisors, LLC. 0.00% No change 321 $20K
Bare Financial Services, Inc 0.01% Add +7.5% 317 $19K
Clear Investment Research, LLC 0.03% New 316 $19K
Osbon Capital Management LLC 0.02% New 315 $19K
RHL Group, LLC 0.02% No change 300 $18K
Cornerstone Planning Group LLC 0.00% Add +33.8% 277 $18K
Gilpin Wealth Management, LLC 0.01% Add +51.1% 284 $17K
Highline Wealth Partners LLC 0.00% Add +0.4% 276 $17K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -6.0% 266 $16K
Roble, Belko & Company, Inc 0.00% Add +1.1% 264 $16K
First Community Trust NA 0.01% No change 254 $16K
MTM Investment Management, LLC 0.00% No change 252 $15K
Sunrise Financial Services, LLC 0.01% No change 250 $15K
Global Trust Asset Management, LLC 0.01% New 250 $15K
Asset Dedication, LLC 0.00% No change 239 $15K
Evermay Wealth Management LLC 0.00% No change 238 $15K
Intentional Wealth Strategies, LLC 0.01% — 236 $14K
Washington Trust Advisors, Inc. 0.00% No change 233 $14K
Financial Network Wealth Advisors LLC 0.01% Add +24.7% 227 $14K
Crewe Advisors LLC 0.00% Add +3.2% 227 $14K
S&T Bank 0.01% Add +675.9% 225 $14K
First Command Advisory Services, Inc. 0.00% Add +360.4% 221 $14K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +3566.7% 220 $13K
IAG Wealth Partners, LLC 0.00% No change 218 $13K
Legacy Wealth Managment, LLC 0.01% Reduce -26.8% 216 $13K
Navigoe, LLC 0.01% No change 225 $13K
Kilter Group LLC 0.01% Reduce -11.1% 209 $13K
DT Investment Partners, LLC 0.00% No change 207 $13K
Abound Wealth Management 0.00% Add +57.8% 202 $12K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 200 $12K
Roxbury Financial LLC 0.01% No change 200 $12K
Strategic Investment Solutions, Inc. 0.00% No change 200 $12K
Dogwood Wealth Management LLC 0.01% Add +189.7% 197 $12K
University of Texas/Texas Am Investment Management Co. 0.00% No change 189 $12K
Ameliora Wealth Management Ltd. 0.00% No change 188 $12K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +18400.0% 185 $11K
Sittner & Nelson, LLC 0.00% Reduce -35.5% 182 $11K
Merkkuri Wealth Advisors LLC 0.01% New 179 $11K
Groupe la Francaise 0.00% New 179 $11K
Vermillion Wealth Management, Inc. 0.00% No change 177 $11K
Richard W. Paul & Associates, LLC 0.00% Reduce -45.9% 177 $11K
Hurley Capital, LLC 0.01% New 175 $11K
LM Advisors LLC 0.06% Reduce -24.2% 632 $10K
Sachetta, LLC 0.01% Add +304.9% 166 $10K
Joseph Group Capital Management 0.00% Add +32.2% 160 $10K
Monetary Management Group Inc. 0.00% Reduce -55.6% 160 $10K
IFS Advisors, LLC 0.01% No change 159 $10K
Summit Securities Group LLC 0.00% Reduce -96.5% 151 $9K
JPL Wealth Management, LLC 0.00% New 149 $9K
Pflug Koory, LLC 0.00% No change 147 $9K
Banque Transatlantique SA 0.00% New 147 $9K
New England Capital Financial Advisors LLC 0.00% No change 146 $9K
PFS Partners, LLC 0.00% Add +1.4% 141 $9K
Red Tortoise LLC 0.00% No change 138 $8K
True Wealth Design, LLC 0.00% Add +213.6% 138 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 136 $8K
Fortitude Family Office, LLC 0.00% No change 136 $8K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -52.6% 135 $8K
Marquette Asset Management, LLC 0.00% Add +35.4% 130 $8K
Synergy Investment Management, LLC 0.00% New 129 $8K
My Portfolio Guide, LLC 0.00% — 129 $8K
Financial Management Professionals, Inc. 0.00% Add +12.8% 123 $8K
SJS Investment Consulting Inc. 0.00% New 123 $8K
Silver Grove Financial Group, Inc. 0.01% New 123 $8K
Financial Gravity Asset Management, Inc. 0.00% No change 123 $8K
Accent Capital Management, LLC 0.00% No change 120 $7K
Dunhill Financial, LLC 0.00% Add +28.3% 118 $7K
Tiaa Trust, National Association 0.00% Reduce -99.5% 114 $7K
Align Financial, LLC 0.00% Reduce -98.2% 112 $7K
Johnson Financial Group, Inc. 0.00% No change 109 $7K
First Pacific Financial 0.00% New 108 $7K
WPG Advisers, LLC 0.00% Reduce -6.1% 108 $7K
Boyd Watterson Asset Management LLC 0.00% No change 103 $6K
Chapman Financial Group, LLC 0.00% No change 100 $6K
Capital & Planning, LLC 0.00% New 100 $6K
Noble Wealth Management PBC 0.00% No change 100 $6K
Bravera Wealth 0.00% New 100 $6K
Gables Capital Management Inc. 0.00% No change 100 $6K
Mascoma Wealth Management LLC 0.00% No change 97 $6K
Lodestone Wealth Management LLC 0.00% No change 90 $6K
WealthCollab, LLC 0.00% Reduce -7.4% 88 $5K
Main Street Group, LTD 0.00% New 88 $5K
Aspect Partners, LLC 0.00% No change 86 $5K
Advocate Investing Services LLC 0.00% Add +1.2% 83 $5K
Principia Wealth Advisory, LLC 0.00% Add +12.2% 83 $5K
Signature Equity Partners, LLC 0.00% Add +8.2% 79 $5K
Lloyd Advisory Services, LLC. 0.00% Reduce -97.2% 77 $5K
Kingdom Financial Group LLC. 0.00% Add +1.3% 77 $5K
Abound Financial, LLC 0.00% No change 74 $5K
Raffa Wealth Management, LLC 0.00% No change 73 $4K
Paladin Partners, LLC 0.00% No change 70 $4K
Financial Consulate, Inc. 0.00% Add +6.1% 70 $4K
REAP Financial Group, LLC 0.00% Reduce -67.2% 68 $4K
Elevated Capital Advisors, LLC 0.00% No change 67 $4K
Country Trust Bank 0.00% Reduce -65.2% 62 $4K
Union Savings Bank 0.00% No change 61 $4K
Delta Asset Management LLC 0.00% No change 60 $4K
Robinswood Financial LLC 0.00% Add +1.9% 54 $3K
Kozak & Associates, Inc. 0.00% No change 52 $3K
Clayton Financial Group LLC 0.00% No change 51 $3K
Addison Advisors LLC 0.00% New 49 $3K
Westfuller Advisors, LLC 0.00% Reduce -9.6% 47 $3K
Tradewinds Capital Management, LLC 0.00% No change 47 $3K
Nemes Rush Group LLC 0.00% No change 43 $3K
High Note Wealth, LLC 0.00% Add +250.0% 42 $3K
RMG Wealth Management LLC 0.00% Add +1900.0% 40 $3K
Mountain Hill Investment Partners Corp. 0.00% No change 40 $2K
Sfam, LLC 0.00% No change 40 $2K
Elequin Capital, LP 0.00% New 38 $2K
Hughes Financial Services, LLC 0.00% Add +54.2% 37 $2K
Operose Advisors LLC 0.00% New 36 $2K
IMG Wealth Management, Inc. 0.00% Reduce -30.0% 35 $2K
Nova Wealth Management, Inc. 0.00% Reduce -42.4% 34 $2K
Silicon Valley Capital Partners 0.00% New 34 $2K
POM Investment Strategies, LLC 0.00% New 32 $2K
GHP Investment Advisors, Inc. 0.00% Add +38.1% 29 $2K
Quaker Wealth Management, LLC 0.00% Reduce -10.0% 27 $2K
Elevation Wealth Partners, LLC 0.00% No change 26 $2K
NBT Bank, N.A. 0.00% New 26 $2K
Portus Wealth Advisors, LLC 0.00% New 25 $2K
Burk Holdings LLC 0.00% New 25 $2K
Valued Wealth Advisors LLC 0.00% No change 25 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $2K
J.Safra Asset Management Corp 0.00% No change 25 $2K
Arcadia Investment Management Corp. 0.00% No change 24 $1K
Retirement Wealth Solutions LLC 0.00% Add +84.6% 24 $1K
Arlington Trust Co LLC 0.00% New 24 $1K
Pacific Center for Financial Services 0.00% No change 23 $1K
1015 Capital Partners, LLC 0.00% No change 23 $1K
Caitlin John, LLC 0.00% Add +4.5% 23 $1K
United Community Bank 0.00% No change 22 $1K
Rachor Investment Advisory Services, LLC 0.00% Add +5.3% 20 $1K
Ballast Advisors LLC 0.00% New 19 $1K
Vanguard Advisers Inc. 0.00% — 19 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 18 $1K
Phillip James Consulting Co. 0.00% New 16 $1K
Davis Capital Management 0.00% Add +220.0% 16 $979
Stone House Investment Management, LLC 0.00% No change 16 $979
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 15 $918
American Capital Advisory, LLC 0.00% Add +7.7% 14 $857
Clarity Asset Management, Inc. 0.00% No change 14 $851
Anfield Capital Management, LLC 0.00% No change 10 $612
Nvwm, LLC 0.00% No change 10 $612
TopTier Wealth Management, LLC 0.00% New 9 $551
DecisionPoint Financial, LLC 0.00% Reduce -87.1% 8 $490
Rialto Wealth Management, LLC 0.00% New 8 $490
Godfrey Financial Associates, Inc. 0.00% Reduce -41.7% 7 $428
Frazier Financial Advisors, LLC 0.00% New 6 $368
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% Reduce -82.1% 5 $306
3 Factor Indexing, LLC 0.00% — 4 $245
Napier Financial, LLC 0.00% New 4 $245
Murphy & Mullick Capital Management Corp 0.00% No change 3 $184
IMA Advisory Services, Inc. 0.00% No change 3 $184
Redwood Park Advisors LLC 0.00% No change 2 $123
Meeder Asset Management Inc. 0.00% No change 1 $61
Oakworth Capital, Inc. 0.00% New 1 $61

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