PrologisPLD

13F holders, Q4 2024 (December 31)
1,482holders −22
80new positions
167sold out
9famous investors
$105.68avg. 13F price*

At the end of Q4 2024, 1,482 institutions reported holding Prologis Inc. (PLD) in their 13F filings, down 22 from Q3 2024. 80 opened new positions and 167 sold out. The largest holders were Vanguard Group Inc. ($12.7B), BlackRock, Inc. ($10.0B) and State Street Corp. ($6.0B). 9 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Prologis Inc.
Sector
Real Estate
CUSIP
74340W103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions80$257.9M
Exits167$311.3M

All 13F filers, Q3 2024 → Q4 2024: 31,903,488 shares bought and 32,027,253 shares sold, net −123,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,482 holders

Vanguard Group Inc. 0.22% Reduce -0.4% 120,470,100 $12.7B
BlackRock, Inc. 0.20% Reduce -0.6% 94,506,801 $10.0B
State Street Corp. 0.24% Reduce -0.6% 57,046,061 $6.0B
Cohen & Steers, Inc. 5.68% Add +3.2% 28,331,750 $3.0B
JPMorgan Chase & Co. 0.22% Reduce -11.2% 26,568,533 $2.8B
Geode Capital Management, LLC 0.17% Add +2.9% 21,372,231 $2.3B
APG Asset Management US Inc. 15.71% Reduce -1.1% 19,593,356 $2.1B
Morgan Stanley 0.14% Reduce -6.9% 18,669,383 $2.0B
FMR LLC 0.11% Add +11.7% 17,878,397 $1.9B
Massachusetts Financial Services Co. 0.55% Add +2.1% 16,596,799 $1.8B
Bank of America Corp. 0.16% Reduce -16.1% 16,323,362 $1.7B
Northern Trust Corp. 0.21% Add +54.6% 13,855,339 $1.5B
Nuveen Asset Management, LLC 0.40% Reduce -3.7% 13,340,154 $1.4B
Dimensional Fund Advisors LP 0.33% Add +0.2% 13,123,208 $1.4B
Capital Research Global Investors 0.27% Add +25.4% 12,345,523 $1.3B
Principal Financial Group Inc. 0.68% Reduce -1.4% 11,873,109 $1.3B
Invesco Ltd. 0.23% Add +0.4% 11,577,456 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.26% Add +5.0% 10,648,872 $1.1B
Charles Schwab Investment Management Inc. 0.20% Add +1.7% 10,402,731 $1.1B
Legal & General Group Plc 0.29% Reduce -5.0% 10,365,517 $1.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.10% Add +9.0% 9,632,063 $1.0B
Norges Bank 0.12% Add +2.3% 8,999,653 $951.3M
T. Rowe Price Associates Inc. 0.11% Reduce -11.2% 8,818,583 $932.1M
Ameriprise Financial Inc. 0.22% Reduce -6.2% 8,095,291 $852.5M
Goldman Sachs Group Inc. 0.15% Add +6.5% 7,278,274 $769.3M
Centersquare Investment Management LLC 7.13% Reduce -1.0% 6,391,033 $675.5M
Deutsche Bank AG 0.26% Reduce -11.6% 6,203,285 $655.7M
Capital World Investors 0.10% Add +0.0% 6,065,053 $641.1M
Bank of New York Mellon Corp 0.12% Add +0.6% 5,972,246 $631.3M
Daiwa Securities Group Inc. 2.79% Add +1.5% 5,860,935 $619.5M
Lazard Asset Management LLC 0.88% Reduce -13.2% 5,261,434 $556.1M
UBS Group AG 0.12% Add +4.4% 5,091,253 $538.1M
Canada Pension Plan Investment Board 0.50% Reduce -0.2% 4,946,945 $522.9M
Royal Bank of Canada 0.11% Add +3.3% 4,686,333 $495.3M
Swedbank AB 0.60% Add +1.8% 4,602,779 $486.5M
Sumitomo Mitsui Trust Group, Inc. 0.29% Reduce -2.0% 4,120,852 $435.6M
Amundi 0.15% Reduce -9.1% 4,102,886 $432.9M
Prudential Financial Inc. 0.56% Reduce -0.3% 3,880,533 $410.2M
Barrow Hanley Mewhinney & Strauss LLC 1.36% Add +83.8% 3,779,830 $399.5M
HSBC Holdings PLC 0.23% Add +1.3% 3,555,800 $375.6M
Alliancebernstein L.P. 0.13% Add +0.9% 3,496,280 $369.6M
Capital International Investors 0.07% Add +0.2% 3,382,676 $357.5M
Janus Henderson Group PLC 0.17% Reduce -10.7% 3,225,567 $341.0M
Wellington Management Group LLP 0.06% Reduce -8.3% 3,153,059 $333.3M
Russell Investments Group, Ltd. 0.45% Reduce -10.2% 3,097,090 $327.2M
American Century Companies Inc. 0.18% Reduce -20.4% 2,964,072 $313.3M
Federated Hermes, Inc. 0.68% Add +0.5% 2,927,825 $309.5M
Duff & Phelps Investment Management Co. 3.67% Reduce -0.5% 2,902,254 $306.8M
California Public Employees Retirement System 0.20% Add +16.5% 2,802,310 $296.2M
Wells Fargo & Company 0.07% Reduce -11.3% 2,754,722 $291.2M
Franklin Resources Inc. 0.08% Reduce -1.4% 2,680,909 $283.4M
Envestnet Asset Management Inc. 0.09% Reduce -2.9% 2,627,148 $277.7M
Swiss National Bank 0.18% Reduce -4.8% 2,615,708 $276.5M
AMF Tjanstepension AB 1.95% Add +38.2% 2,592,864 $274.2M
CIBC Private Wealth Group LLC 0.49% Add +59.5% 2,584,288 $272.6M
Bank of Montreal 0.14% Reduce -4.3% 2,564,050 $271.0M
Resolution Capital Ltd 4.76% Add +4.9% 2,503,328 $264.6M
Raymond James Financial Inc. 0.09% — 2,411,317 $254.9M
Sei Investments Co. 0.31% Reduce -1.7% 2,288,172 $241.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.21% Add +8.1% 2,090,875 $220.9M
National Pension Service 0.20% Add +0.0% 2,022,706 $213.8M
1832 Asset Management L.P. 0.37% Add +12.6% 1,982,386 $209.5M
CANADA LIFE ASSURANCE Co 0.36% Add +8.2% 1,977,461 $209.0M
PGGM Investments 2.78% Reduce -2.8% 1,976,306 $208.9M
Stifel Financial Corp. 0.21% Reduce -0.8% 1,896,614 $200.5M
Neuberger Berman Group LLC 0.16% Reduce -7.0% 1,855,758 $196.2M
Aew Capital Management L P 9.34% Reduce -10.5% 1,827,221 $193.1M
Rhumbline Advisers 0.17% Reduce -1.9% 1,810,037 $191.3M
Asset Management One Co., Ltd. 0.66% Add +0.3% 1,816,458 $191.2M
Macquarie Group Ltd. 0.22% Reduce -4.2% 1,790,657 $185.5M
Public Employees Retirement System of Ohio 0.62% Reduce -1.7% 1,709,352 $180.7M
State of Tennessee, Department of Treasury 0.63% Reduce -0.7% 1,637,278 $173.1M
BNP Paribas Financial Markets 0.13% Add +37.2% 1,623,750 $171.6M
Public Investment Fund 0.85% No change 1,551,865 $164.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.33% — 1,551,278 $164.0M
Pictet Asset Management Holding SA 0.17% Add +7.2% 1,526,498 $161.4M
Nomura Asset Management Co. Ltd. 0.47% Add +4.0% 1,491,714 $157.7M
Schroder Investment Management Group 0.15% Reduce -10.1% 1,495,847 $157.2M
California State Teachers Retirement System 0.18% Reduce -1.1% 1,487,110 $157.2M
Barclays PLC 0.08% Reduce -45.5% 1,486,423 $157.1M
AXA S.A. 0.47% Reduce -2.6% 1,469,907 $155.4M
Bahl & Gaynor LLC 0.80% Reduce -5.9% 1,438,299 $152.0M
Adelante Capital Management LLC 9.77% Reduce -8.1% 1,400,344 $148.0M
Lasalle Investment Management Securities LLC 5.89% Reduce -7.0% 1,319,847 $139.5M
Citadel Advisors 0.13% Add +428.0% 1,313,807 $138.9M
CBRE Investment Management Listed Real Assets LLC 2.42% Reduce -12.3% 1,287,476 $136.1M
Aberdeen Group plc 0.25% Reduce -10.7% 1,275,856 $134.4M
New York State Common Retirement Fund 0.17% Add +0.0% 1,190,326 $125.8M
DekaBank Deutsche Girozentrale 0.23% No change 1,199,812 $125.6M
Ensign Peak Advisors, Inc 0.22% Reduce -8.6% 1,172,264 $123.9M
Natixis Advisors, LLC 0.23% Reduce -16.6% 1,143,166 $120.8M
OMERS ADMINISTRATION Corp 1.05% Add +0.6% 1,133,556 $119.8M
Retirement Systems of Alabama 0.44% Add +0.1% 1,122,959 $118.7M
Heitman Real Estate Securities LLC 7.15% Reduce -11.8% 1,050,803 $111.1M
CI Investments Inc. 0.42% Reduce -15.9% 1,046,305 $110.6M
Jennison Associates LLC 0.07% Add +395.3% 1,039,333 $109.9M
Valeo Financial Advisors, LLC 2.99% Add +0.4% 1,013,203 $107.1M
Healthcare of Ontario Pension Plan Trust Fund 0.23% Reduce -17.5% 1,001,100 $105.8M
Employees Retirement System of Texas 1.02% Add +2.9% 960,055 $101.5M
STRS Ohio 0.40% Reduce -4.7% 958,382 $101.3M
LPL Financial LLC 0.04% Add +16.8% 951,459 $100.6M
Mondrian Investment Partners LTD 1.66% Add +30.1% 840,390 $100.2M
Victory Capital Management Inc. 0.10% Add +4.0% 943,841 $99.8M
Sarasin & Partners LLP 1.09% Add +0.3% 936,862 $99.0M
Anomaly Capital Management, LP 2.90% Reduce -1.9% 926,883 $98.0M
State Board of Administration of Florida Retirement System 0.18% Add +0.2% 908,779 $96.1M
Cardano Risk Management B.V. 1.45% Add +2.9% 893,009 $94.4M
FIL Ltd 0.09% Add +44.8% 863,251 $91.2M
Bessemer Group Inc. 0.15% Reduce -60.0% 858,638 $90.8M
Storebrand Asset Management As 0.25% Add +4.9% 785,988 $83.1M
State of New Jersey Common Pension Fund D 0.34% Reduce -0.3% 785,662 $83.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.24% Add +29.8% 784,360 $82.9M
Citigroup Inc. 0.08% Add +17.1% 779,452 $82.4M
Adage Capital Partners Gp, L.L.C. 0.14% Add +8.8% 779,100 $82.4M
Great Lakes Advisors, LLC 0.68% Reduce -3.5% 754,355 $79.7M
New York State Teachers Retirement System 0.17% Reduce -4.5% 751,562 $79.4M
Westwood Holdings Group Inc. 0.61% Add +12.5% 742,567 $78.5M
Marshall Wace, LLP 0.10% Add +9.4% 738,572 $78.1M
Menora Mivtachim Holdings LTD. 0.48% Reduce -43.5% 729,377 $77.1M
Clark Capital Management Group, Inc. 0.53% Reduce -4.4% 720,462 $76.2M
Royal London Asset Management Ltd. 0.18% Add +3.6% 696,452 $73.6M
Aviva PLC 0.19% Add +36.6% 695,187 $73.5M
APG Asset Management N.V. 0.20% Add +247.6% 694,470 $70.9M
Manufacturers Life Insurance Company, The 0.06% Reduce -9.3% 661,520 $69.9M
Meitav Investment House Ltd. 1.17% Add +10.2% 657,531 $69.5M
US Bancorp \de 0.09% Reduce -5.9% 656,189 $69.4M
Allianz Asset Management GmbH 0.10% Reduce -17.4% 653,714 $69.1M
Axiom Investors LLC 0.50% Add +21.8% 647,801 $68.5M
Korea Investment CORP 0.16% Reduce -16.3% 638,672 $67.5M
Nan Shan Life Insurance Co., Ltd. 1.59% No change 626,942 $66.3M
Lansforsakringar Fondforvaltning AB (publ) 0.25% — 622,702 $65.8M
Public Sector Pension Investment Board 0.28% Add +284.3% 619,558 $65.5M
Jane Street Group, LLC 0.10% Add +29.6% 610,199 $64.5M
Cincinnati Financial Corp. 1.37% No change 590,000 $62.4M
Natixis 0.42% Add +3.8% 589,347 $62.3M
Public Employees Retirement Association of Colorado 0.24% Reduce -42.3% 583,047 $61.6M
Stonegate Investment Group, LLC 1.61% Add +1.1% 570,343 $60.3M
Rockefeller Capital Management L.P. 0.15% Add +7.0% 555,318 $58.7M
State of Alaska, Department of Revenue 0.65% Add +0.9% 553,928 $58.5M
Commerce Bank 0.35% Reduce -13.0% 530,704 $56.1M
D. E. Shaw & Co. 0.07% New 526,200 $55.6M
Resona Asset Management Co.,Ltd. 0.33% Add +1.4% 526,813 $55.5M
Danske Bank A/S 0.17% Add +19.8% 525,102 $55.5M
State of Wisconsin Investment Board 0.14% Reduce -4.7% 511,504 $54.1M
W1M Investment Management Ltd 0.86% Add +61.7% 510,899 $54.0M
National Bank of Canada 0.07% Reduce -37.0% 508,277 $53.7M
Nordea Investment Management AB 0.06% Add +11.1% 499,787 $53.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.33% Add +37.0% 497,673 $52.6M
Toronto Dominion Bank 0.10% Add +7.5% 495,425 $52.4M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -19.5% 494,523 $52.3M
Robeco Institutional Asset Management B.V. 0.10% Reduce -3.2% 494,343 $52.3M
Jacobs Levy Equity Management, Inc. 0.18% Add +61.9% 491,991 $52.0M
Chevy Chase Trust Holdings, LLC 0.16% Reduce -3.1% 486,748 $51.4M
Scotia Capital Inc. 0.27% Add +20.4% 486,692 $51.4M
Nisa Investment Advisors, LLC 0.20% Reduce -5.1% 486,032 $51.4M
Zacks Investment Management 0.47% Reduce -1.4% 476,488 $50.4M
PNC Financial Services Group, Inc. 0.03% Reduce -3.4% 462,528 $48.9M
Ceredex Value Advisors LLC 0.98% Add +0.0% 461,737 $48.8M
Janney Montgomery Scott LLC 0.13% Add +3.7% 459,154 $48.5M
Van Eck Associates Corp. 0.06% Reduce -0.1% 450,828 $47.7M
Susquehanna International Group, LLP 0.07% Add +156.7% 447,152 $47.3M
Allspring Global Investments Holdings, LLC 0.07% Reduce -2.5% 448,974 $46.8M
Bank of Nova Scotia 0.08% Add +242.8% 439,460 $46.5M
Clearbridge Investments, LLC 0.04% Reduce -15.4% 434,667 $45.9M
AIA Group Ltd 1.08% Add +1.9% 422,728 $44.7M
KBC Group NV 0.12% Reduce -51.8% 413,237 $43.7M
Presima Securities ULC 10.73% Add +31.1% 412,660 $43.6M
Cibc World Markets Corp. 0.26% Add +11.9% 411,628 $43.5M
Brookfield Corp 0.26% Reduce -29.5% 409,141 $43.2M
Lord, Abbett & Co. LLC 0.14% Add +39.5% 407,757 $43.1M
Treasurer of the State of North Carolina 0.17% Add +0.3% 406,536 $43.0M
Handelsbanken Fonder AB 0.16% Add +14.0% 404,236 $42.7M
Mariner, LLC 0.07% Add +0.8% 393,467 $41.6M
Tredje AP-fonden 0.37% Add +68.6% 391,625 $41.4M
IFM Investors Pty Ltd 0.41% Reduce -4.2% 385,784 $40.8M
Voya Investment Management LLC 0.05% Reduce -6.5% 381,064 $40.3M
Susquehanna Fundamental Investments, LLC 0.67% — 377,263 $39.9M
Eastern Bank 0.72% Reduce -1.2% 367,012 $38.8M
AQR Capital Management 0.05% Add +49.9% 358,298 $37.8M
B&I Capital AG 12.24% Add +20.4% 355,431 $37.6M
Hazelview Securities Inc. 6.85% — 351,945 $37.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +76.0% 348,262 $36.8M
TD Asset Management Inc 0.03% Add +1.9% 346,555 $36.6M
Credit Agricole S A 0.12% Add +130.6% 339,903 $35.9M
Gateway Investment Advisers LLC 0.39% Add +69.0% 328,041 $34.7M
KLP Kapitalforvaltning As 0.16% — 326,741 $34.5M
Impax Asset Management Group plc 0.15% Add +15.0% 322,764 $34.1M
Corient Private Wealth LP 0.06% Reduce -5.2% 322,117 $33.8M
UniSuper Management Pty Ltd 0.24% Add +4.6% 319,821 $33.8M
LGT Group Foundation 0.52% New 315,020 $33.3M
Ofi Invest Asset Management 0.78% — 324,237 $33.1M
Cibc World Market Inc. 0.07% Add +1.8% 307,328 $32.5M
DNB Asset Management AS 0.14% Add +3.8% 300,292 $31.7M
Sabal Trust CO 1.82% Add +1.3% 297,628 $31.5M
Acadian Asset Management LLC 0.09% Add +1184.1% 292,411 $30.9M
M&T Bank Corp 0.10% Reduce -0.3% 292,271 $30.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.31% Add +7.8% 291,076 $30.8M
Pacer Advisors, Inc. 0.07% Reduce -10.2% 290,828 $30.7M
MML Investors Services, LLC 0.11% Reduce -0.1% 290,736 $30.7M
Perpetual Ltd 0.36% Add +38.5% 288,800 $30.5M
Tidal Investments LLC 0.25% Add +43.3% 286,993 $30.3M
Aristotle Atlantic Partners, LLC 0.93% Reduce -4.2% 278,814 $29.5M
Thrivent Financial for Lutherans 0.06% Add +2.7% 274,322 $29.0M
MetLife Investment Management, LLC 0.16% Add +1.3% 272,299 $28.8M
Truist Financial Corp. 0.05% Reduce -17.0% 272,041 $28.8M
E. Ohman J:or Asset Management AB 0.67% Reduce -13.6% 271,201 $28.7M
Arizona State Retirement System 0.17% Add +0.7% 267,402 $28.3M
Trillium Asset Management, LLC 0.71% Reduce -6.0% 259,363 $27.4M
Grassi Investment Management 2.29% Add +0.9% 254,325 $26.9M
State of Michigan Retirement System 0.14% Reduce -6.1% 251,367 $26.6M
Corebridge Financial, Inc. 0.14% Reduce -3.9% 249,673 $26.4M
Nissay Asset Management Corp. /Japan 0.16% Add +1.8% 242,091 $25.5M
Bowen Hanes & Co. Inc. 0.67% Reduce -2.4% 236,570 $25.0M
Van Lanschot Kempen Investment Management N.V. 0.23% Reduce -6.3% 222,480 $23.5M
Caisse de depot et placement du Quebec 0.05% Reduce -46.5% 221,512 $23.4M
Sun Life Financial Inc. 1.30% No change 220,524 $23.3M
Cerity Partners LLC 0.05% Reduce -10.0% 198,520 $22.8M
Uniplan Investment Counsel, Inc. 2.17% Reduce -2.1% 215,169 $22.7M
Balyasny Asset Management L.P. 0.05% Add +2757.8% 212,562 $22.5M
CIBC Asset Management Inc 0.07% Add +12.7% 211,805 $22.4M
Invenomic Capital Management LP 1.24% New 207,979 $22.0M
Advisors Capital Management, LLC 0.34% Add +0.4% 206,741 $21.9M
AlTi Global, Inc. 0.52% Reduce -0.6% 205,324 $21.7M
Badgley Phelps Wealth Managers, LLC 0.51% Reduce -4.2% 205,183 $21.7M
Forsta Ap-Fonden 0.15% Reduce -4.7% 202,223 $21.4M
Calamos Advisors LLC 0.14% Add +0.0% 200,957 $21.2M
Huntington National Bank 0.20% Reduce -1.6% 200,910 $21.2M
Czech National Bank 0.20% Add +6.5% 200,813 $21.2M
Chilton Capital Management LLC 0.88% Add +0.4% 197,619 $20.9M
Signature Estate & Investment Advisors LLC 0.51% Add +5.7% 193,911 $20.5M
Twinbeech Capital LP 0.35% Add +26.1% 193,462 $20.4M
New Age Alpha Advisors, LLC 0.82% Add +863.1% 192,612 $20.4M
Waratah Capital Advisors Ltd. 1.13% Add +1443.2% 191,119 $20.2M
Klingenstein Fields & Co. LP 0.81% Add +1.0% 189,567 $20.0M
First Trust Advisors LP 0.02% Add +19.3% 188,928 $20.0M
Varma Mutual Pension Insurance Co 0.15% Add +0.9% 188,046 $19.9M
Pinebridge Investments, L.P. 0.15% Reduce -4.0% 186,773 $19.7M
Cetera Investment Advisers 0.04% Reduce -1.6% 185,677 $19.6M
ProShare Advisors LLC 0.04% Add +6.8% 182,861 $19.3M
Vert Asset Management LLC 6.61% Add +12.1% 182,621 $19.3M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -1.6% 183,412 $19.3M
Mercer Global Advisors Inc. 0.05% Add +67.4% 181,620 $19.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.51% Add +59.3% 179,911 $19.1M
HighTower Advisors, LLC 0.03% Add +5.7% 179,534 $19.0M
Davis Selected Advisers 0.11% Reduce -27.4% 179,096 $18.9M
Cannell & Spears LLC 0.39% Reduce -12.3% 177,837 $18.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +14.8% 177,301 $18.7M
Amalgamated Bank 0.15% Reduce -2.5% 177,231 $18.7M
Capital Fund Management S.A. 0.18% New 176,529 $18.7M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -1.0% 175,909 $18.6M
Migdal Insurance & Financial Holdings Ltd. 0.27% No change 175,500 $18.6M
Nicola Wealth Management LTD. 1.73% Add +3.3% 162,545 $18.3M
BLB&B Advisors, LLC 0.93% No change 172,576 $18.2M
Cincinnati Insurance Co. 0.31% No change 168,000 $17.8M
Stelac Advisory Services LLC 6.92% Add +21.4% 167,957 $17.8M
Metis Global Partners, LLC 0.53% Add +8.1% 167,848 $17.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.18% Reduce -2.1% 166,736 $17.6M
Sanctuary Advisors, LLC 0.11% Reduce -21.9% 144,345 $17.4M
Millennium Management 0.02% Reduce -3.2% 163,748 $17.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.49% Add +1.4% 162,595 $17.2M
Guggenheim Capital LLC 0.14% Reduce -62.3% 161,711 $17.1M
Segall Bryant & Hamill, LLC 0.23% Reduce -5.2% 161,519 $17.1M
USS Investment Management Ltd 0.12% Reduce -6.4% 160,717 $17.0M
Osaic Holdings, Inc. 0.04% Reduce -13.8% 172,734 $16.9M
MIG Capital, LLC 1.75% New 159,400 $16.8M
BNP Paribas 0.23% Add +7.7% 157,485 $16.7M
Hamilton Capital Partners Inc. 1.24% Add +19.4% 157,405 $16.6M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -4.1% 154,651 $16.3M
Utah Retirement Systems 0.18% Add +0.3% 153,244 $16.2M
Nomura Holdings Inc. 0.09% Add +714.0% 152,734 $16.1M
Yousif Capital Management, LLC 0.18% Reduce -3.8% 151,258 $16.0M
Allworth Financial LP 0.09% Reduce -1.5% 134,202 $15.5M
NFJ Investment Group, LLC 0.49% Add +6.9% 143,848 $15.2M
Seven Post Investment Office LP 5.77% Reduce -11.0% 142,709 $15.1M
Aptus Capital Advisors, LLC 0.18% Add +10.3% 139,150 $14.7M
MYDA Advisors LLC 4.20% Add +98.5% 138,933 $14.7M
New York Life Investment Management LLC 0.14% Reduce -28.4% 137,570 $14.5M
Xponance LLC 0.13% Add +2.8% 136,406 $14.4M
Weiss Asset Management LP 0.44% New 135,879 $14.4M
Easterly Investment Partners LLC 1.12% Add +632.4% 135,104 $14.3M
Fifth Third Bancorp 0.05% Reduce -8.7% 134,686 $14.2M
Police & Firemen's Retirement System of New Jersey 0.14% — 134,554 $14.2M
Bridges Investment Management Inc. 0.20% Reduce -1.1% 134,235 $14.2M
Vontobel Holding Ltd. 0.05% Add +15.1% 132,833 $14.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +4.2% 131,799 $13.9M
Third Avenue Management LLC 2.64% No change 128,943 $13.6M
Generate Investment Management Ltd 0.95% Reduce -12.5% 128,274 $13.6M
GSI Capital Advisors LLC 7.03% Add +31.1% 125,832 $13.3M
Zimmer Partners, LP 0.23% Reduce -33.3% 125,000 $13.2M
Pensionfund PDN 8.17% Reduce -20.5% 124,353 $13.1M
Epoch Investment Partners, Inc. 0.06% Reduce -32.5% 123,059 $13.0M
Rafferty Asset Management, LLC 0.05% Reduce -7.4% 121,876 $12.9M
Vestcor Inc 0.42% Reduce -2.8% 120,055 $12.7M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +6.0% 124,046 $12.6M
Baird Financial Group, Inc. 0.02% Reduce -15.6% 116,966 $12.4M
Erste Asset Management GmbH 0.15% Reduce -8.1% 117,455 $12.4M
Financial Counselors Inc. 0.18% Reduce -12.2% 116,243 $12.3M
RiverFront Investment Group, LLC 0.28% Add +2.1% 116,058 $12.3M
Squarepoint Ops LLC 0.03% Add +2.0% 116,021 $12.3M
Abn Amro Investment Solutions 0.23% Reduce -11.2% 114,597 $12.1M
Candriam S.C.A. 0.07% Add +15.6% 114,596 $12.1M
UMB Bank, n.a. 0.19% Reduce -1.1% 114,546 $12.1M
Swiss Life Asset Management Ltd 0.09% Add +121.3% 113,163 $11.9M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +75.3% 111,470 $11.8M
Mutual of America Capital Management LLC 0.13% Reduce -2.7% 110,947 $11.7M
Allianz SE 0.30% Add +11.9% 108,835 $11.4M
Connor, Clark & Lunn Investment Management Ltd. 0.05% New 106,980 $11.3M
Calamos Wealth Management LLC 0.57% Add +0.1% 105,436 $11.1M
DigitalBridge Group, Inc. 0.81% New 104,900 $11.1M
Landmark Investment Partners, L.P. 4.41% — 103,271 $10.9M
Plancorp, LLC 0.44% Add +10.8% 101,836 $10.8M
QRG Capital Management, Inc. 0.11% Add +16.3% 100,697 $10.6M
Bailard, Inc. 0.27% Reduce -3.0% 99,502 $10.5M
Brown Advisory Inc. 0.01% Reduce -1.2% 99,210 $10.5M
Iyo Bank, Ltd. 3.56% No change 98,400 $10.4M
Jones Financial Companies LLLP 0.01% Add +44.8% 97,230 $10.3M
Executive Wealth Management, LLC 0.79% Add +4.2% 95,393 $10.1M
Verity & Verity, LLC 0.92% Reduce -8.1% 95,199 $10.1M
Gotham Asset Management 0.10% Reduce -18.1% 95,154 $10.1M
Strategic Wealth Partners, Ltd. 0.82% Add +21.7% 82,149 $9.9M
Mackenzie Financial Corp. 0.01% Reduce -20.2% 93,790 $9.9M
Focus Partners Wealth 0.03% Add +24.6% 92,780 $9.8M
Commonwealth Equity Services, LLC 0.01% Reduce -5.8% 92,185 $9.7M
Ethic Inc. 0.20% Add +12.1% 92,056 $9.7M
Pathstone Holdings, LLC 0.04% Reduce -8.2% 91,351 $9.7M
D.A. Davidson & Co. 0.08% Reduce -2.0% 88,988 $9.4M
Fayez Sarofim & Co 0.02% Add +1.2% 87,946 $9.3M
Mizuho Securities USA LLC 0.17% Add +46.2% 87,780 $9.3M
Pacific Heights Asset Management LLC 0.63% Reduce -16.7% 125,000 $9.2M
Quantinno Capital Management LP 0.09% Add +20.7% 86,573 $9.2M
Baldwin Wealth Partners LLC 0.62% Add +11.7% 85,251 $9.0M
Elo Mutual Pension Insurance Co 0.19% Reduce -4.0% 84,497 $8.9M
Norinchukin Bank, The 0.19% Add +4.0% 83,876 $8.9M
JB Capital LLC 0.49% Add +6.7% 83,297 $8.8M
Creative Planning 0.01% Reduce -16.9% 83,269 $8.8M
Inspire Investing, LLC 0.98% Reduce -6.1% 83,087 $8.8M
Socorro Asset Management LP 3.60% Add +10.5% 82,954 $8.8M
Orion Porfolio Solutions, LLC 0.09% Reduce -4.6% 82,531 $8.7M
Orion Portfolio Solutions, LLC 0.09% Reduce -4.6% 82,531 $8.7M
Westpac Banking Corp. 0.58% Reduce -12.8% 82,512 $8.7M
Makena Capital Management LLC 1.41% Reduce -17.8% 82,298 $8.7M
Sheaff Brock Investment Advisors, LLC 0.75% Reduce -1.1% 81,906 $8.7M
CWA Asset Management Group, LLC 0.43% Reduce -10.5% 80,684 $8.5M
Payden & Rygel 0.73% Reduce -31.5% 80,600 $8.5M
Atria Investments, Inc 0.11% Reduce -23.4% 80,170 $8.5M
ING Groep NV 0.06% Reduce -35.9% 80,107 $8.5M
Oregon Public Employees Retirement Fund 0.15% Add +0.1% 79,372 $8.4M
Kestra Advisory Services, LLC 0.05% Add +399.3% 79,167 $8.4M
Keybank National Association 0.03% Reduce -8.3% 78,593 $8.3M
Federation des caisses Desjardins du Quebec 0.04% Reduce -28.1% 77,531 $8.2M
Greystone Financial Group, LLC 1.39% Add +31.4% 75,839 $8.0M
Mattern Capital Management, LLC 1.03% Add +5.1% 74,923 $7.9M
Gulf International Bank (UK) Ltd 0.20% Reduce -1.0% 74,779 $7.9M
Allstate Corp. 0.23% Add +111.7% 74,518 $7.9M
Dupont Capital Management Corp. 0.73% Reduce -23.7% 74,320 $7.9M
Meiji Yasuda Asset Management Co Ltd. 0.30% Add +20.8% 74,256 $7.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -3.1% 73,968 $7.8M
Bragg Financial Advisors, Inc 0.31% Reduce -0.7% 73,401 $7.8M
Governors Lane LP 1.19% New 73,400 $7.8M
O'shaughnessy Asset Management, LLC 0.06% Reduce -9.4% 71,106 $7.5M
Avanza Fonder AB 0.22% — 71,046 $7.5M
Community Trust & Investment Co. 0.46% Add +2.4% 69,925 $7.4M
Camden National Bank 1.10% Add +0.0% 69,453 $7.3M
Knights of Columbus Asset Advisors LLC 0.48% No change 68,494 $7.2M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -0.9% 68,461 $7.2M
TD Private Client Wealth LLC 0.20% Reduce -0.9% 67,994 $7.2M
Providence Capital Advisors, LLC 1.44% Add +0.7% 67,159 $7.1M
BTC Capital Management, Inc. 0.66% Reduce -0.5% 67,093 $7.1M
Verition Fund Management LLC 0.04% Add +18.8% 66,706 $7.1M
DoubleLine ETF Adviser LP 1.89% Add +0.8% 66,258 $7.0M
Generali Asset Management SPA SGR 0.18% — 65,766 $7.0M
Zions Bancorporation, N.A. 0.44% Add +32.8% 65,528 $6.9M
TD Waterhouse Canada Inc. 0.06% Reduce -5.2% 65,396 $6.9M
Pensionfund Sabic 1.80% No change 64,858 $6.9M
Hilton Capital Management, LLC 0.59% Reduce -11.9% 64,454 $6.8M
Prospera Financial Services Inc 0.16% Reduce -3.0% 64,242 $6.8M
Evelyn Partners Investment Management LLP 0.22% — 63,812 $6.7M
Kentucky Retirement Systems 0.20% Reduce -1.4% 63,628 $6.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.61% Add +57.4% 63,211 $6.7M
B. Metzler seel. Sohn & Co. AG 0.07% Add +8.2% 63,169 $6.7M
Beacon Harbor Wealth Advisors, Inc. 1.55% Add +3.6% 63,058 $6.7M
Baillie Gifford & Co. 0.01% Reduce -67.9% 63,001 $6.7M
TCW Group Inc. 0.06% Reduce -12.1% 62,950 $6.7M
First Foundation Advisors 0.25% Add +7.6% 62,950 $6.7M
Park Avenue Securities LLC 0.07% Add +2.6% 62,687 $6.6M
CCM Investment Advisers LLC 0.73% Reduce -16.9% 62,361 $6.6M
Ilmarinen Mutual Pension Insurance Co 0.05% Reduce -29.4% 60,000 $6.3M
Texas Capital Bank Wealth Management Services Inc 0.64% Reduce -0.7% 59,324 $6.3M
Adams Diversified Equity Fund, Inc. 0.24% Reduce -54.5% 59,000 $6.2M
Vanguard Personalized Indexing Management, LLC 0.09% Reduce -21.5% 58,654 $6.2M
Capital International, Inc. 0.07% Add +42.7% 58,154 $6.1M
Forbes J M & Co. LLP 0.59% Add +0.4% 58,080 $6.1M
Orange Investment Advisors, Inc. 0.70% Reduce -2.1% 58,060 $6.1M
Naviter Wealth, LLC 0.73% Reduce -19.6% 57,535 $6.1M
Assetmark, Inc. 0.02% Add +7.8% 57,339 $6.1M
Hartford Investment Management Co. 0.20% Reduce -1.7% 57,210 $6.0M
NewEdge Advisors, LLC 0.04% Reduce -20.0% 56,763 $6.0M
Pinnacle Associates Ltd. 0.08% Reduce -9.8% 56,696 $6.0M
NEOS Investment Management LLC 0.14% Add +31.6% 56,655 $6.0M
Vanderbilt University 1.17% Add +23.6% 56,522 $6.0M
Bourgeon Capital Management LLC 1.11% Reduce -0.1% 55,465 $5.9M
HUB Investment Partners, LLC 0.25% Add +10.4% 55,358 $5.9M
Bollard Group LLC 0.16% Reduce -5.3% 54,992 $5.8M
Cyndeo Wealth Partners, LLC 0.39% Add +4.4% 54,927 $5.8M
Community Financial Services Group, LLC 1.15% Add +3.3% 54,879 $5.8M
Teacher Retirement System of Texas 0.02% Add +781.0% 54,615 $5.8M
Sienna Gestion 0.38% New 53,798 $5.7M
GAMCO Investors 0.06% Reduce -11.8% 53,648 $5.7M
United Capital Financial Advisors, LLC 0.05% Reduce -7.2% 53,423 $5.6M
Alley Investment Management Company, LLC 0.71% Add +5.3% 53,421 $5.6M
HBK Sorce Advisory LLC 0.17% Reduce -2.9% 52,800 $5.6M
&partners 0.07% Add +39.6% 52,289 $5.5M
Glenview Trust Co 0.10% Reduce -1.4% 52,105 $5.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -9.5% 51,041 $5.4M
Private Advisor Group, LLC 0.03% Reduce -6.0% 51,248 $5.4M
BDF-Gestion 0.55% Add +6.2% 51,130 $5.4M
Vinva Investment Management Ltd 0.21% Add +8.8% 51,320 $5.4M
Investment Management Corp of Ontario 0.18% Add +66.0% 51,012 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.8% 50,754 $5.4M
Coldstream Capital Management Inc. 0.11% Reduce -1.9% 50,607 $5.3M
Kestra Private Wealth Services, LLC 0.09% Add +43.4% 50,322 $5.3M
GeoWealth Management, LLC 0.17% Add +18.6% 49,976 $5.3M
Louisiana State Employees Retirement System 0.10% Reduce -4.4% 49,800 $5.3M
Securian Asset Management, Inc. 0.15% Reduce -2.8% 49,777 $5.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.8% 49,744 $5.3M
Spinnaker Trust 0.33% Add +4.1% 49,643 $5.2M
Maryland State Retirement & Pension System 0.11% Reduce -6.9% 49,618 $5.2M
Archer Investment Corp 1.40% Reduce -0.0% 49,512 $5.2M
Level Four Advisory Services, LLC 0.21% Add +3.1% 49,247 $5.2M
Intact Investment Management Inc. 0.18% Reduce -53.4% 49,000 $5.2M
Quadrature Capital Ltd 0.10% Add +171.5% 48,042 $5.1M
Readystate Asset Management LP 0.39% New 47,846 $5.1M
Wealthfront Advisers LLC 0.01% Reduce -46.9% 47,494 $5.0M
Agf Management Ltd. 0.03% Reduce -21.9% 47,222 $5.0M
Washington Trust Bank 0.48% Reduce -1.6% 47,196 $5.0M
Advisors Asset Management, Inc. 0.09% Reduce -29.7% 46,740 $4.9M
Nekton Capital Ltd. 12.89% New 46,380 $4.9M
Cullen/Frost Bankers, Inc. 0.07% Reduce -34.9% 46,145 $4.9M
Texas Yale Capital Corp. 0.20% Reduce -1.6% 46,069 $4.9M
Y-Intercept (Hong Kong) Ltd 0.32% Add +30.4% 45,977 $4.9M
Moran Wealth Management, LLC 0.15% Reduce -75.9% 45,640 $4.8M
Vident Advisory, LLC 0.08% Reduce -31.5% 45,492 $4.8M
Tower Research Capital LLC (TRC) 0.10% Reduce -27.1% 45,491 $4.8M
Capstone Investment Advisors, LLC 0.06% Add +221.0% 45,464 $4.8M
Oppenheimer & Co. Inc. 0.07% Reduce -26.8% 45,209 $4.8M
Edgewood Management LLC 0.01% No change 44,795 $4.7M
Covington Investment Advisors Inc. 0.71% Reduce -3.7% 44,599 $4.7M
Avantax Advisory Services, Inc. 0.03% Reduce -18.3% 44,591 $4.7M
Ritholtz Wealth Management 0.14% Reduce -2.9% 44,169 $4.7M
New Mexico Educational Retirement Board 0.16% Reduce -2.4% 44,127 $4.7M
Voloridge Investment Management, LLC 0.02% New 43,152 $4.6M
Crossmark Global Holdings, Inc. 0.08% Reduce -0.4% 42,985 $4.5M
Fiduciary Trust Co 0.06% Reduce -2.5% 42,977 $4.5M
Whittier Trust Co. 0.06% Reduce -6.1% 42,623 $4.5M
Lido Advisors, LLC 0.03% Add +98.0% 42,305 $4.5M
Connors Investor Services Inc. 0.42% Reduce -44.7% 42,140 $4.5M
Hantz Financial Services, Inc. 0.08% Reduce -3.6% 41,517 $4.4M
Headland Capital, LLC 1.50% — 41,506 $4.4M
Masterton Capital Management, LP 2.46% Add +89.6% 41,151 $4.3M
Laffer Tengler Investments, Inc. 1.04% Add +21.4% 40,806 $4.3M
Pring Turner Capital Group Inc. 2.88% Add +13.3% 40,667 $4.3M
Engineers Gate Manager LP 0.07% Add +26.1% 40,538 $4.3M
M. Kulyk & Associates, LLC 0.92% Reduce -3.4% 40,280 $4.3M
King Luther Capital Management Corp. 0.02% Reduce -31.8% 40,184 $4.2M
Empowered Funds, LLC 0.06% Add +14.5% 39,797 $4.2M
Groupe la Francaise 0.10% — 40,214 $4.2M
Stephens Inc. 0.06% Reduce -24.8% 39,567 $4.2M
Liberty One Investment Management, LLC 0.45% Add +10.3% 39,443 $4.2M
Ossiam 0.07% Add +6.2% 39,419 $4.2M
Sand Hill Global Advisors, LLC 0.18% Reduce -2.9% 39,291 $4.2M
Captrust Financial Advisors 0.01% Add +9.7% 39,280 $4.2M
First American Bank 0.29% Add +1.6% 39,103 $4.1M
Azzad Asset Management Inc. 0.78% Reduce -11.6% 38,489 $4.1M
Cresset Asset Management, LLC 0.02% Reduce -47.7% 38,174 $4.0M
Red Door Wealth Management, LLC 0.61% Add +6.4% 37,830 $4.0M
Geneos Wealth Management Inc. 0.14% Add +3.1% 37,776 $4.0M
Modern Wealth Management, LLC 0.15% New 37,753 $4.0M
RBA Wealth Management, LLC 1.52% Add +2.1% 37,752 $4.0M
Tudor Investment Corporation 0.04% Reduce -83.1% 36,769 $3.9M
Advocate Group LLC 0.72% Add +1.1% 36,198 $3.8M
Avitas Wealth Management LLC 0.53% Add +0.7% 36,121 $3.8M
Snowden Capital Advisors LLC 0.12% Reduce -2.3% 36,106 $3.8M
Peapack Gladstone Financial Corp. 0.06% Reduce -1.4% 36,062 $3.8M
Woodline Partners LP 0.03% New 35,948 $3.8M
Kingswood Wealth Advisors, LLC 0.28% Reduce -17.6% 35,259 $3.7M
Flputnam Investment Management Co. 0.07% Reduce -16.1% 35,257 $3.7M
Heard Capital LLC 0.22% Reduce -96.7% 34,960 $3.7M
Oppenheimer Asset Management Inc. 0.04% Reduce -3.4% 34,711 $3.7M
Ieq Capital, LLC 0.04% Add +0.3% 34,703 $3.7M
Sterling Capital Management LLC 0.05% Reduce -32.5% 34,502 $3.6M
Spirit of America Management Corp. 0.73% Reduce -9.5% 34,301 $3.6M
Syntax Research, Inc. 2.58% Add +7.8% 34,064 $3.6M
Lombard Odier Asset Management (Switzerland) SA 0.27% Add +8.0% 33,828 $3.6M
One Capital Management, LLC 0.12% Reduce -3.1% 33,715 $3.6M
NorthCrest Asset Manangement, LLC 0.11% Add +7.3% 33,698 $3.6M
Osborne Partners Capital Management, LLC 0.21% New 33,640 $3.6M
Achmea Investment Management B.V. 0.06% Reduce -15.3% 33,541 $3.5M
Inspire Trust Co, N.A. 0.90% Add +28.5% 33,400 $3.5M
Liontrust Investment Partners LLP 0.05% Reduce -18.9% 33,266 $3.5M
Capital Analysts, LLC 0.14% Reduce -3.0% 32,939 $3.5M
Groupama Asset Managment 0.07% Reduce -30.5% 32,966 $3.5M
Lockheed Martin Investment Management Co. 0.14% Reduce -1.3% 32,690 $3.5M
Cullinan Associates Inc. 0.22% Reduce -44.0% 32,505 $3.4M
Centiva Capital, LP 0.13% Add +54.3% 31,452 $3.3M
NewEdge Wealth, LLC 0.06% Add +5.0% 30,955 $3.3M
Novem Group 0.48% — 30,776 $3.3M
Plato Investment Management Ltd 0.24% No change 30,333 $3.2M
First National Trust Co 0.12% Reduce -27.2% 30,391 $3.2M
MassMutual Private Wealth & Trust, FSB 0.09% Reduce -12.5% 30,365 $3.2M
Resources Management Corp. /CT/ 0.44% Add +2.1% 30,214 $3.2M
Steward Partners Investment Advisory, LLC 0.03% Add +6.2% 29,576 $3.1M
Sigma Investment Counselors Inc. 0.18% Reduce -4.8% 29,488 $3.1M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +0.2% 29,407 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -4.8% 29,145 $3.1M
Trust Co. of Vermont 0.15% Add +782.7% 29,119 $3.1M
Highland Capital Management, LLC 0.17% Reduce -1.9% 28,790 $3.0M
Siemens Fonds Invest GmbH 0.32% Add +4.6% 28,921 $3.0M
Assenagon Asset Management S.A. 0.01% Add +0.0% 28,540 $3.0M
DAVENPORT & Co LLC 0.02% Add +3.7% 28,453 $3.0M
Michelson Medical Research Foundation, Inc. 2.49% Reduce -33.8% 28,077 $3.0M
Hardman Johnston Global Advisors LLC 0.12% Reduce -1.4% 28,002 $3.0M
Callahan Advisors, LLC 0.28% Add +30.9% 27,804 $2.9M
YHB Investment Advisors, Inc. 0.24% Add +1.5% 27,778 $2.9M
Capital Investment Advisors, LLC 0.06% Reduce -2.4% 27,734 $2.9M
Anson Funds Management LP 0.37% New 27,715 $2.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.30% — 27,672 $2.9M
Diversified Trust Co. 0.07% Add +564.8% 27,635 $2.9M
Foster Dykema Cabot & Partners, LLC 0.23% Reduce -82.6% 27,447 $2.9M
Hilltop Holdings Inc. 0.18% Reduce -14.5% 27,381 $2.9M
Glenmede Trust Co. NA 0.01% Reduce -6.8% 27,186 $2.9M
LGT Capital Partners LTD. 0.11% Reduce -37.1% 26,580 $2.8M
Argent Trust Co 0.11% Reduce -2.3% 26,555 $2.8M
Mogy Joel R Investment Counsel Inc. 0.17% Reduce -2.9% 26,504 $2.8M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +1.4% 26,403 $2.8M
Pallas Capital Advisors LLC 0.12% Reduce -0.7% 26,107 $2.8M
Turn8 Private Wealth Inc. 1.95% — 25,879 $2.7M
RFG Advisory, LLC 0.08% Add +15.0% 25,840 $2.7M
LGT Fund Management Co Ltd. 0.24% Reduce -10.2% 25,650 $2.7M
Ostrum Asset Management 0.23% Add +1.0% 25,605 $2.7M
Commerzbank Aktiengesellschaft 0.06% Add +51.0% 25,622 $2.7M
Eisler Capital Management Ltd. 0.09% — 25,760 $2.7M
Gerber Kawasaki Wealth & Investment Management 0.12% Reduce -7.3% 25,360 $2.7M
Blair William & Co. 0.01% Reduce -20.2% 25,348 $2.7M
Caption Management, LLC 0.11% New 25,274 $2.7M
Garland Capital Management Inc. 2.19% New 25,270 $2.7M
Lombard Odier Asset Management (Europe) Ltd 0.18% No change 25,246 $2.7M
Fulton Bank, N.A. 0.10% Add +7.7% 25,217 $2.7M
MAI Capital Management 0.02% Add +6.3% 25,085 $2.7M
SG Americas Securities, LLC 0.01% Reduce -82.6% 24,863 $2.6M
Fred Alger Management, LLC 0.01% Reduce -1.8% 24,374 $2.6M
American Assets Capital Advisers, LLC 0.85% Add +19.9% 24,159 $2.6M
Ally Financial Inc. 0.31% New 24,000 $2.5M
G&S Capital LLC 1.05% Reduce -2.2% 23,980 $2.5M
Evergreen Private Wealth LLC 1.19% Reduce -0.3% 23,978 $2.5M
Catalyst Funds Management Pty Ltd 0.62% Add +438.6% 23,700 $2.5M
Stanley-Laman Group, Ltd. 0.35% Reduce -6.0% 23,557 $2.5M
Cwm, LLC 0.01% Add +14.9% 23,283 $2.5M
Buckingham Capital Management, Inc. 0.28% Add +0.9% 23,123 $2.4M
Eventide Asset Management, LLC 0.04% Reduce -27.0% 23,128 $2.4M
Prudential PLC 0.01% Add +21.2% 23,014 $2.4M
TKG Advisors, LLC 1.11% Add +0.8% 20,299 $2.4M
Benjamin Edwards Inc. 0.03% Reduce -3.4% 22,827 $2.4M
NorthCoast Asset Management LLC 0.01% Add +7.2% 22,772 $2.4M
Wahed Invest LLC 0.40% Add +1.3% 22,736 $2.4M
Figure 8 Investment Strategies LLC 2.33% — 22,510 $2.4M
Savvy Advisors, Inc. 0.29% Add +22.1% 22,477 $2.4M
180 Wealth Advisors, LLC 0.37% Add +7.0% 22,426 $2.4M
Praxis Investment Management Inc. 0.15% Add +3.5% 22,390 $2.4M
Stenger Family Office, LLC 0.80% — 22,373 $2.4M
Wolverine Trading, LLC 0.05% Add +84.1% 22,472 $2.4M
FourThought Financial Partners, LLC 0.24% Reduce -33.4% 22,269 $2.4M
Daiichi Life Insurance Co., Ltd. 0.06% No change 22,143 $2.3M
Principal Securities, Inc. 0.05% Add +3.8% 22,067 $2.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -12.0% 21,921 $2.3M
KCM Investment Advisors LLC 0.08% Reduce -8.6% 21,789 $2.3M
Atria Wealth Solutions, Inc. 0.03% Add +72.4% 21,685 $2.3M
PFG Investments, LLC 0.14% Add +6.5% 21,554 $2.3M
V-Square Quantitative Management LLC 0.32% Add +3.3% 21,504 $2.3M
Sandy Spring Bank 0.09% Add +5.0% 21,462 $2.3M
United Services Automobile Association 0.07% No change 21,332 $2.3M
Stableford Capital II LLC 0.89% Reduce -1.1% 21,279 $2.2M
Kingsview Wealth Management, LLC 0.04% Add +0.3% 21,245 $2.2M
Slagle Financial, LLC 1.00% Add +5.6% 20,989 $2.2M
CW Advisors, LLC 0.03% Add +7.4% 20,930 $2.2M
Great Valley Advisor Group, Inc. 0.05% Add +0.6% 20,924 $2.2M
Richard Bernstein Advisors LLC 0.05% No change 20,917 $2.2M
Pine Valley Investments Ltd Liability Co 0.14% Add +12.6% 20,443 $2.2M
Shelton Capital Management 0.05% No change 20,328 $2.1M
Mission Creek Capital Partners, Inc. 0.47% Add +2.5% 20,255 $2.1M
James Investment Research, Inc. 0.25% Reduce -34.4% 20,233 $2.1M
Nilsine Partners, LLC 0.23% Reduce -12.2% 20,121 $2.1M
IMC-Chicago, LLC 0.06% New 20,038 $2.1M
Consolidated Investment Group LLC 0.30% No change 20,000 $2.1M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -10.7% 19,962 $2.1M
Meiji Yasuda Life Insurance Co 0.04% Add +10.8% 19,952 $2.1M
Adell Harriman & Carpenter Inc. 0.14% Reduce -58.6% 19,708 $2.1M
Harbor Capital Advisors, Inc. 0.09% Add +3.8% 19,706 $2.1M
Strengthening Families & Communities, LLC 1.18% Add +14.3% 19,650 $2.1M
Kintegral Advisory, LLC 0.19% Reduce -4.5% 19,462 $2.1M
Greenleaf Trust 0.02% Reduce -5.2% 19,399 $2.1M
Ameritas Investment Partners, Inc. 0.07% Reduce -21.7% 19,324 $2.0M
Moody National Bank Trust Division 0.21% Reduce -0.8% 19,309 $2.0M
Larson Financial Group LLC 0.10% Add +19.3% 19,021 $2.0M
Intrust Bank NA 0.20% Reduce -6.9% 18,794 $2.0M
Leibman Financial Services, Inc. 1.45% Add +25.6% 18,794 $2.0M
HTLF Bank 0.22% Add +0.4% 18,793 $2.0M
Ninety One UK Ltd 0.01% No change 18,689 $2.0M
Tandem Capital Management Corp. 1.06% Add +1.9% 18,682 $2.0M
Janney Capital Management LLC 0.13% Reduce -14.0% 18,638 $2.0M
Family Legacy, Inc. 0.67% Add +5.7% 18,653 $2.0M
Prudent Man Advisors, LLC 0.71% Reduce -11.0% 18,393 $1.9M
Wambolt & Associates, LLC 0.62% Reduce -12.0% 18,369 $1.9M
StrongBox Wealth, LLC 0.82% Reduce -19.6% 18,235 $1.9M
Apollon Wealth Management, LLC 0.04% Add +2.1% 18,152 $1.9M
Capital Square, LLC 1.09% Add +7.8% 16,102 $1.9M
Patten & Patten Inc. 0.13% Reduce -12.9% 17,916 $1.9M
Cohen Klingenstein LLC 0.06% Reduce -3.5% 17,853 $1.9M
Brighton Jones LLC 0.05% Add +629.0% 17,475 $1.8M
Stablepoint Partners, LLC 0.34% Add +4.7% 17,309 $1.8M
Natural Investments, LLC 0.50% — 17,217 $1.8M
Global Retirement Partners, LLC 0.05% Add +1.6% 17,153 $1.8M
Hartford Financial Management Inc. 0.37% Reduce -0.8% 17,080 $1.8M
Neo Ivy Capital Management 0.36% New 17,043 $1.8M
HighPoint Advisor Group LLC 0.10% Add +4.3% 14,949 $1.8M
Choreo, LLC 0.03% Reduce -20.4% 17,019 $1.8M
GF Fund Management Co. LTD. 0.04% — 16,825 $1.8M
Edmond DE Rothschild Holding S.A. 0.03% Add +26.9% 16,398 $1.7M
Verde Capital Management 0.49% Add +3.2% 16,325 $1.7M
Independent Advisor Alliance 0.02% Add +8.3% 16,299 $1.7M
First Bank & Trust 0.33% Add +167.2% 16,164 $1.7M
Evergreen Capital Management LLC 0.06% Reduce -21.9% 16,035 $1.7M
Fisher Asset Management 0.00% Reduce -10.5% 16,014 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +4.0% 15,940 $1.7M
Checchi Capital Advisers, LLC 0.13% Reduce -1.8% 15,836 $1.7M
Bank of Nova Scotia Trust Co. 0.18% Add +14.5% 15,774 $1.7M
Harrington Investments, INC 0.90% Add +1.3% 15,562 $1.6M
Blue Trust, Inc. 0.02% Reduce -24.9% 15,543 $1.6M
GWN Securities Inc. 0.44% — 13,793 $1.6M
Greykasell Wealth Strategies, Inc. 0.91% — 15,452 $1.6M
Agate Pass Investment Management, LLC 0.74% Reduce -0.6% 15,388 $1.6M
Advisory Services Network, LLC 0.03% Add +35.0% 15,359 $1.6M
Shell Asset Management Co. 0.07% Reduce -1.8% 15,327 $1.6M
Stolper Co 0.54% Add +1.5% 15,316 $1.6M
Hixon Zuercher, LLC 0.62% Reduce -15.0% 15,280 $1.6M
Concurrent Investment Advisors, LLC 0.04% Add +24.0% 15,259 $1.6M
VCI Wealth Management LLC 0.68% Reduce -10.9% 15,238 $1.6M
Group One Trading LLC 0.05% Add +111.6% 15,183 $1.6M
Quintet Private Bank (Europe) S.A. 0.09% Add +102.4% 15,173 $1.6M
Raleigh Capital Management Inc. 0.62% Add +16.3% 15,116 $1.6M
Abundance Wealth Counselors 0.35% Add +7.8% 15,091 $1.6M
Gsa Capital Partners LLP 0.12% Add +160.5% 15,084 $1.6M
Hudson Canyon Capital Management 1.02% No change 14,865 $1.6M
Prelude Capital Management, LLC 0.13% New 14,846 $1.6M
EP Wealth Advisors, LLC 0.01% Add +2.0% 14,710 $1.6M
Knollwood Investment Advisory, LLC 0.16% No change 14,570 $1.5M
LDR Capital Management LLC 2.94% Reduce -0.2% 14,536 $1.5M
Wilmington Savings Fund Society, FSB 0.03% Add +34.4% 14,341 $1.5M
Burling Wealth Partners, LLC 0.31% — 14,242 $1.5M
Evelyn Partners Investment Management Services Ltd 0.26% — 14,238 $1.5M
Meeder Advisory Services, Inc. 0.09% Reduce -11.9% 14,238 $1.5M
Profund Advisors LLC 0.05% Reduce -45.2% 14,229 $1.5M
U.S. Capital Wealth Advisors, LLC 0.05% Add +199.9% 14,212 $1.5M
Financial Advocates Investment Management 0.09% Reduce -8.9% 14,181 $1.5M
Taikang Asset Management (Hong Kong) Co Ltd 0.22% Reduce -61.2% 14,178 $1.5M
Brown Miller Wealth Management, LLC 0.57% Reduce -3.6% 14,100 $1.5M
Fairtree Asset Management (Pty) Ltd 1.42% — 14,011 $1.5M
Herold Advisors, Inc. 0.32% Add +0.3% 13,962 $1.5M
GC Wealth Management RIA, LLC 0.26% Reduce -18.3% 13,914 $1.5M
Royal Fund Management, LLC 0.16% New 13,900 $1.5M
Arkadios Wealth Advisors 0.08% Reduce -8.7% 13,879 $1.5M
Fullcircle Wealth LLC 0.59% Reduce -1.1% 11,962 $1.4M
Mufg Securities Americas Inc. 0.19% — 13,672 $1.4M
Beverly Hills Private Wealth, LLC 0.29% Reduce -4.6% 13,607 $1.4M
Ballentine Partners, LLC 0.02% Reduce -10.9% 13,601 $1.4M
Summit Financial, LLC 0.05% Reduce -36.2% 13,549 $1.4M
HB Wealth Management, LLC 0.01% Add +7.7% 13,550 $1.4M
Arbor Capital Management Inc. 1.40% Add +5.5% 11,829 $1.4M
Independent Financial Group, LLC 0.05% Reduce -0.6% 13,441 $1.4M
Prestige Wealth Management Group LLC 0.29% Add +6.9% 13,303 $1.4M
Wealth Alliance, LLC 0.17% Reduce -23.0% 13,213 $1.4M
one8zero8, LLC 0.30% — 13,093 $1.4M
Silverleafe Capital Partners, LLC 0.44% Reduce -42.8% 13,090 $1.4M
Townsquare Capital LLC 0.02% Reduce -15.3% 12,973 $1.4M
Mirabella Financial Services LLP 0.13% New 12,918 $1.4M
Caprock Group, LLC 0.04% Reduce -9.7% 12,853 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -9.4% 12,827 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.27% Add +14.4% 12,795 $1.4M
GAM Holding AG 0.10% New 12,760 $1.3M
Horizon Investments, LLC 0.04% Add +0.9% 12,679 $1.3M
Nicholson Wealth Management Group, LLC 0.90% Add +174.3% 12,671 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -14.4% 12,573 $1.3M
Verdence Capital Advisors LLC 0.11% Add +21.8% 12,523 $1.3M
Signaturefd, LLC 0.03% Reduce -14.5% 12,518 $1.3M
Composition Wealth, LLC 0.03% Reduce -26.5% 12,466 $1.3M
Guyasuta Investment Advisors Inc. 0.08% Add +0.4% 12,404 $1.3M
Provident Co of the Employees of the Hebrew University LTD 1.52% Add +2.2% 12,332 $1.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -14.1% 12,313 $1.3M
Mgo One Seven LLC 0.05% Add +14.0% 12,282 $1.3M
Canada Post Corp Registered Pension Plan 0.08% — 12,261 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -34.5% 12,255 $1.3M
Bleakley Financial Group, LLC 0.04% Reduce -18.6% 12,208 $1.3M
TCTC Holdings, LLC 0.05% Reduce -3.9% 12,149 $1.3M
First Manhattan Co. Llc. 0.00% Add +120.9% 12,095 $1.3M
Intech Investment Management LLC 0.01% Add +27.2% 12,005 $1.3M
Cincinnati Specialty Underwriters Insurance CO 0.35% No change 12,000 $1.3M
CENTRAL TRUST Co 0.03% Reduce -20.1% 11,953 $1.3M
Bar Harbor Wealth Management 0.08% Add +93.8% 11,893 $1.3M
Savant Capital, LLC 0.01% Reduce -0.7% 11,882 $1.3M
Secured Retirement Advisors, LLC 0.72% Add +24.6% 11,857 $1.3M
AXS Investments LLC 0.35% Add +15.5% 11,802 $1.2M
Fifth Third Wealth Advisors LLC 0.07% Reduce -28.1% 11,747 $1.2M
Harvest Portfolios Group Inc. 0.04% Add +38.4% 11,552 $1.2M
Sowell Financial Services LLC 0.06% New 11,474 $1.2M
Wedbush Securities Inc. 0.04% Add +12.8% 11,433 $1.2M
Impact Capital Partners LLC 0.43% — 11,403 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -60.0% 11,397 $1.2M
Summit Trail Advisors, LLC 0.04% Reduce -8.6% 11,371 $1.2M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -17.1% 11,149 $1.2M
Harbour Investments, Inc. 0.03% Add +257.7% 11,139 $1.2M
World Investment Advisors 0.03% Add +41.9% 11,115 $1.2M
Crestline Management, L.P. 0.04% New 10,985 $1.2M
Saturna Capital Corp. 0.02% Reduce -0.2% 10,832 $1.1M
Teamwork Financial Advisors, LLC 0.15% New 10,783 $1.1M
Wiser Advisor Group LLC 1.66% Add +0.3% 10,772 $1.1M
LRI Investments, LLC 0.11% No change 10,714 $1.1M
River Wealth Advisors LLC 0.15% Reduce -11.6% 10,661 $1.1M
Fidelis Capital Partners, LLC 0.11% Add +5.8% 9,524 $1.1M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -10.3% 10,538 $1.1M
Tiaa Trust, National Association 0.00% Reduce -11.3% 10,510 $1.1M
Financial Advisors Network, Inc. 0.18% — 10,423 $1.1M
Green Alpha Advisors, LLC 0.88% Add +1.5% 10,320 $1.1M
BankPlus Trust Department 0.36% — 10,290 $1.1M
Baldwin Investment Management, LLC 0.14% Reduce -6.3% 10,278 $1.1M
Old Second National Bank of Aurora 0.25% Add +7.1% 10,258 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -87.2% 10,132 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -91.5% 10,036 $1.1M
Synergy Asset Management, LLC 0.08% New 10,138 $1.1M
Qtron Investments LLC 0.15% No change 9,975 $1.1M
GAMMA Investing LLC 0.09% Reduce -12.4% 9,970 $1.1M
Csenge Advisory Group 0.06% Reduce -24.3% 9,955 $1.1M
Harbor Investment Advisory, LLC 0.10% Reduce -25.8% 9,939 $1.1M
Trivium Point Advisory, LLC 0.13% Reduce -20.6% 9,918 $1.0M
Smartleaf Asset Management LLC 0.11% Add +10.5% 9,971 $1.0M
Canandaigua National Bank & Trust Co. 0.10% Add +4.4% 9,906 $1.0M
Merit Financial Group, LLC 0.02% Add +303.9% 9,851 $1.0M
Dakota Wealth Management 0.02% Reduce -34.0% 9,839 $1.0M
Schechter Investment Advisors, LLC 0.08% Reduce -11.1% 9,593 $1.0M
Rice Partnership, LLC 0.19% Reduce -9.8% 9,590 $1.0M
UNIVEST FINANCIAL Corp 0.06% Reduce -18.4% 9,573 $1.0M
Baker Ellis Asset Management LLC 0.15% Add +4.4% 9,550 $1.0M
Fieldview Capital Management, LLC 0.16% — 9,519 $1.0M
Cigna Investments Inc. 0.18% No change 9,504 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -1.1% 9,452 $999K
Shum Financial Group, Inc. 0.86% Reduce -1.0% 9,377 $991K
Belpointe Asset Management LLC 0.06% Add +0.9% 7,751 $991K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.15% No change 9,369 $990K
OneDigital Investment Advisors LLC 0.01% Reduce -6.3% 9,319 $985K
AE Wealth Management LLC 0.01% Reduce -13.8% 9,298 $983K
Equitable Trust Co. 0.05% Add +0.8% 9,290 $982K
Peregrine Capital Management LLC 0.03% No change 9,281 $981K
Icon Wealth Advisors, LLC 0.08% Reduce -1.9% 9,250 $978K
Lake Street Advisors Group, LLC 0.05% Add +0.7% 9,234 $976K
Black Swift Group, LLC 0.21% New 9,145 $967K
Telos Capital Management, Inc. 0.10% Add +2.0% 9,094 $961K
Phoenix Financial Ltd. 0.01% Add +1.0% 9,032 $955K
Sompo Asset Management Co., Ltd. 0.16% Reduce -4.3% 9,030 $954K
Beach Investment Counsel Inc. 0.13% Reduce -20.8% 8,996 $951K
Sigma Planning Corp 0.03% Add +14.5% 8,940 $945K
Smith Salley Wealth Management 0.06% Reduce -2.0% 8,931 $944K
SVB Wealth LLC 0.02% New 8,867 $937K
Wesbanco Bank Inc. 0.03% No change 8,776 $928K
Venturi Wealth Management, LLC 0.05% Reduce -12.1% 8,762 $926K
Clearstead Advisors, LLC 0.01% Reduce -15.0% 8,729 $923K
Prosperity Consulting Group, LLC 0.07% Reduce -27.2% 8,728 $923K
Quadrant Capital Group LLC 0.06% Reduce -5.8% 8,709 $921K
IHT Wealth Management, LLC 0.03% Reduce -17.3% 8,708 $920K
Moneco Advisors, LLC 0.10% Add +8.6% 8,683 $918K
Hennion & Walsh Asset Management, Inc. 0.04% Add +37.0% 8,631 $912K
Parallel Advisors, LLC 0.02% Reduce -24.1% 8,621 $911K
Paragon Private Wealth Management, LLC 0.42% Reduce -7.7% 8,532 $902K
American State Bank (Iowa) 0.54% Add +11.5% 8,515 $900K
Spirepoint Private Client, LLC 0.11% Reduce -1.9% 8,436 $892K
Ingalls & Snyder LLC 0.03% Reduce -21.9% 8,357 $883K
Mesirow Financial Investment Management, Inc. 0.02% Add +0.2% 8,318 $879K
Perigon Wealth Management, LLC 0.02% Add +24.1% 7,812 $867K
NJ State Employees Deferred Compensation Plan 0.10% No change 8,164 $863K
Avior Wealth Management, LLC 0.03% Reduce -4.6% 8,126 $859K
Frank, Rimerman Advisors LLC 0.06% Add +0.1% 8,005 $846K
Cornerstone Advisors, LLC 0.03% No change 8,000 $846K
Equitable Holdings, Inc. 0.01% Reduce -3.4% 7,975 $843K
Reaves W H & Co. Inc. 0.02% Reduce -4.0% 7,756 $820K
Wealth Alliance Advisory Group, LLC 0.17% Add +0.2% 7,756 $820K
James Hambro & Partners LLP 0.03% New 7,528 $820K
YANKCOM Partnership 0.44% — 7,749 $819K
NovaPoint Capital, LLC 0.25% Reduce -0.3% 7,732 $817K
Choate Investment Advisors 0.02% Add +10.4% 7,668 $811K
Bridgewater Associates 0.00% Add +185.6% 7,642 $808K
Man Group plc 0.00% Reduce -62.7% 7,442 $787K
Parsons Capital Management Inc. 0.04% No change 7,404 $783K
Schnieders Capital Management LLC 0.16% Add +2.6% 7,378 $780K
Roundview Capital LLC 0.05% Reduce -2.2% 7,367 $779K
Ramirez Asset Management, Inc. 0.16% No change 7,337 $776K
Crumly & Associates Inc. 0.21% Reduce -19.0% 7,307 $772K
Glen Eagle Advisors, LLC 0.13% Reduce -9.4% 7,287 $770K
Baker Avenue Asset Management, LP 0.02% Reduce -2.9% 7,278 $769K
Freedom Investment Management, Inc. 0.06% Reduce -2.0% 7,254 $767K
HFG Wealth Management, LLC 0.50% No change 6,067 $766K
Investment Advisory Group, LLC 0.26% Add +2.8% 7,236 $765K
Ecofi Investissements SA 0.47% Add +44.4% 7,800 $764K
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Reduce -2.7% 7,224 $764K
Transcend Capital Advisors, LLC 0.06% Reduce -3.0% 7,221 $763K
Mainsail Financial Group, LLC 0.44% Add +0.5% 7,182 $759K
Carnegie Investment Counsel 0.02% Reduce -61.8% 7,166 $757K
Farther Finance Advisors, LLC 0.03% Reduce -19.5% 7,123 $753K
Washington Trust Advisors, Inc. 0.06% Add +1.7% 7,112 $752K
Hendershot Investments Inc. 0.10% No change 7,056 $746K
NorthRock Partners, LLC 0.02% Reduce -21.5% 7,013 $741K
Pines Wealth Management, LLC 0.32% — 7,152 $741K
StoneX Group Inc. 0.04% Add +68.9% 6,824 $721K
Syon Capital LLC 0.06% Reduce -9.1% 6,785 $717K
Gryphon Financial Partners LLC 0.10% Reduce -3.5% 6,736 $712K
Penserra Capital Management LLC 0.01% Add +51.1% 6,675 $704K
Money Concepts Capital Corp. 0.05% Add +3.6% 6,611 $699K
Oak Ridge Investments LLC 0.05% Add +3.6% 6,571 $695K
Fourpath Capital Management, LLC 0.13% Add +18.6% 6,568 $694K
Lederer & Associates Investment Counsel 0.48% Reduce -3.7% 6,517 $689K
Texas Capital Bancshares Inc 0.27% No change 6,464 $683K
Concourse Financial Group Securities, Inc. 0.04% Reduce -23.8% 5,915 $681K
Stratos Wealth Advisors, LLC 0.03% Add +39.0% 6,436 $680K
Sagespring Wealth Partners, LLC 0.02% — 6,409 $677K
Arete Wealth Advisors, LLC 0.05% Add +10.3% 6,401 $676K
Alteri Wealth LLC 0.19% — 6,350 $671K
Guidance Capital, Inc. 0.21% Add +12.4% 5,637 $670K
Argentarii, LLC 0.34% — 6,335 $670K
Legacy Wealth Asset Management, LLC 0.18% Reduce -16.1% 6,312 $667K
American Investment Services, Inc. 0.12% No change 6,303 $666K
Ellevest, Inc. 0.04% Reduce -12.6% 6,298 $666K
Howard Capital Management, LLC 0.01% Add +5.8% 6,294 $665K
West Wealth Group, LLC 0.20% Add +1.7% 6,206 $656K
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -35.6% 17,661 $653K
AlphaStar Capital Management, LLC 0.07% Reduce -66.1% 6,100 $645K
CreativeOne Wealth, LLC 0.02% Add +1.7% 6,073 $642K
Exchange Traded Concepts, LLC 0.01% Reduce -3.2% 6,031 $637K
Windsor Capital Management, LLC 0.19% Add +0.2% 6,023 $637K
MSH Capital Advisors LLC 0.20% No change 6,013 $636K
Segment Wealth Management, LLC 0.04% Add +4.3% 6,002 $634K
Roger Wittlin Investment Advisory, LLC 0.35% Reduce -28.7% 5,956 $630K
Foresight Group Ltd Liability Partnership 0.10% Reduce -8.8% 5,956 $626K
N.E.W. Advisory Services LLC 0.06% No change 5,832 $616K
Cannon Global Investment Management, LLC 1.52% New 5,800 $613K
Farringdon Capital, Ltd. 0.25% — 5,712 $604K
Columbia Bank 0.21% Add +11.3% 5,579 $603K
Independence Bank of Kentucky 0.09% Add +27.9% 5,689 $601K
Chesapeake Wealth Management 0.21% Reduce -37.9% 5,669 $599K
Mechanics Financial Corp 0.27% Add +0.0% 5,668 $599K
Procyon Advisors, LLC 0.04% Add +19.9% 5,658 $598K
J. W. Coons Advisors, LLC 0.15% No change 5,655 $598K
Williams Jones Wealth Management, LLC. 0.01% Reduce -34.7% 5,624 $594K
Kesler, Norman & Wride, LLC 0.13% Reduce -11.2% 5,603 $592K
Ascent Group, LLC 0.04% Reduce -62.4% 5,603 $592K
Supplemental Annuity Collective Trust of NJ 0.17% No change 5,600 $592K
Cape Cod Five Cents Savings Bank 0.05% No change 4,680 $591K
Longfellow Investment Management Co. LLC 0.15% Reduce -6.0% 5,572 $589K
J.W. Cole Advisors, Inc. 0.02% Add +0.6% 5,552 $587K
Global Wealth Management Investment Advisory, Inc. 0.12% Add +25.3% 5,532 $585K
Cove Private Wealth, LLC 0.36% No change 5,500 $581K
Rational Advisors, Inc. 0.06% Add +2063.0% 5,494 $581K
Tower Bridge Advisors 0.06% Add +1.3% 5,485 $580K
Weaver Capital Management LLC 0.16% Reduce -18.7% 5,456 $577K
Lazard Freres Gestion S.A.S. 0.01% No change 5,440 $575K
Consolidated Portfolio Review Corp 0.09% Add +61.8% 5,428 $574K
Elevation Wealth Partners, LLC 0.24% No change 5,415 $572K
RB Capital Management, LLC 0.14% Reduce -12.0% 5,364 $567K
Pitcairn Co. 0.03% Add +0.3% 5,357 $566K
Transatlantique Private Wealth LLC 0.21% Reduce -16.6% 5,348 $565K
Dynamic Advisor Solutions LLC 0.02% Reduce -20.0% 5,339 $564K
Clarius Group, LLC 0.04% Add +22.7% 5,338 $564K
Dover Advisors, LLC 0.32% Add +22.5% 5,336 $564K
Avestar Capital, LLC 0.05% Add +22.3% 5,336 $564K
Marcum Wealth, LLC 0.05% Reduce -17.5% 5,330 $563K
Jmac Enterprises LLC 0.09% Reduce -21.1% 5,320 $562K
Campbell & CO Investment Adviser LLC 0.04% Reduce -13.7% 5,319 $562K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.7% 5,301 $560K
Mutual Advisors, LLC 0.02% Reduce -15.8% 5,032 $558K
Wedmont Private Capital 0.03% Reduce -3.5% 5,377 $557K
Mather Group, Llc. 0.01% Reduce -3.7% 5,260 $556K
Marathon Capital Management 0.14% No change 5,250 $555K
Two Sigma Securities, LLC 0.10% Add +150.8% 5,214 $551K
Integrated Advisors Network LLC 0.03% Reduce -4.3% 5,206 $550K
Conning Inc. 0.02% Reduce -8.7% 5,199 $550K
Delta Asset Management LLC 0.05% No change 5,184 $548K
Park Place Capital Corp 0.15% Reduce -40.6% 5,156 $545K
Voya Financial Advisors, Inc. 0.06% Add +9.9% 5,177 $544K
Gladstone Institutional Advisory LLC 0.03% Add +26.4% 5,090 $538K
Sapient Capital LLC 0.01% Add +1.2% 5,083 $537K
Raelipskie Partnership 0.27% Add +0.8% 5,072 $536K
Gilbert & Cook, Inc. 0.08% Add +1.1% 5,055 $534K
Western Wealth Management, LLC 0.03% Add +5.0% 5,034 $532K
Compound Planning, Inc. 0.03% Add +11.3% 5,028 $532K
Boltwood Capital Management 0.16% Add +0.5% 5,025 $531K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +13.2% 4,998 $528K
Ninety One SA (Pty) Ltd 0.12% No change 4,994 $528K
Accurate Wealth Management, LLC 0.10% Add +17.0% 5,082 $527K
Norden Group LLC 0.06% Reduce -6.2% 4,938 $522K
Florida Trust Wealth Management Co 0.02% Add +6.0% 4,902 $518K
Mb, Levis & Associates, LLC 0.26% Add +0.9% 4,883 $516K
MCF Advisors LLC 0.04% Reduce -9.3% 4,847 $512K
Headlands Technologies LLC 0.05% Add +283.0% 4,845 $512K
Wimmer Associates 1, LLC 0.25% Reduce -1.1% 4,843 $512K
LYNX Capital Group Ltd. 0.29% Add +202.3% 4,800 $507K
Intrua Financial, LLC 0.08% Reduce -2.2% 4,796 $507K
FWG Holdings, LLC 0.24% Add +1.9% 4,281 $505K
White Knight Strategic Wealth Advisors, LLC 0.21% Add +34.9% 4,770 $504K
PDS Planning, Inc 0.04% Add +0.6% 4,768 $504K
Everhart Financial Group, Inc. 0.10% Reduce -14.7% 4,716 $499K
Compound Global Advisors, LLC 2.02% — 4,700 $497K
Banco Santander, S.A. 0.01% Add +88.0% 4,683 $495K
US Asset Management LLC 0.44% No change 4,650 $492K
Kennebec Savings Bank 0.49% Reduce -6.9% 4,664 $491K
Mendel Money Management 0.22% Add +2.5% 4,644 $491K
IFP Advisors, Inc 0.02% Add +29.7% 4,624 $489K
Gilman Hill Asset Management, LLC 0.09% Reduce -20.1% 4,625 $489K
Los Angeles Capital Management LLC 0.00% No change 4,625 $489K
GTS Securities LLC 0.02% Reduce -91.0% 4,596 $486K
Ameritas Advisory Services, LLC 0.02% Reduce -8.6% 4,594 $486K
Silvia McColl Wealth Management, LLC 0.36% Reduce -3.4% 4,581 $484K
Sustainable Insight Capital Management, LLC 0.21% Add +0.6% 4,579 $484K
Greenland Capital Management LP 0.10% New 4,556 $482K
Welch & Forbes LLC 0.01% Add +7.7% 4,555 $481K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 4,535 $479K
OneAscent Financial Services LLC 0.04% New 4,511 $477K
Leonteq Securities AG 0.05% Add +175.2% 4,511 $477K
Cookson Peirce & Co. Inc. 0.02% Add +13.3% 4,485 $474K
MainStreet Investment Advisors LLC 0.07% Reduce -11.5% 4,474 $473K
Griffin Asset Management, Inc. 0.06% Reduce -28.2% 4,427 $468K
Dana Investment Advisors, Inc. 0.02% Reduce -9.4% 4,423 $468K
Palisades Hudson Asset Management, L.P. 0.20% No change 4,419 $467K
Sage Mountain Advisors LLC 0.03% Reduce -5.7% 4,402 $465K
Analyst IMS Investment Management Services Ltd. 0.02% Add +13.8% 4,368 $462K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -3.7% 4,350 $460K
Spire Wealth Management 0.01% Add +0.4% 4,331 $458K
Financial Management Professionals, Inc. 0.06% Add +11.1% 4,323 $457K
Elmwood Wealth Management, Inc. 0.18% New 4,318 $456K
RFG - Bristol Wealth Advisors, LLC 0.15% — 4,316 $456K
111 Capital 0.10% — 4,297 $454K
Winthrop Capital Management, LLC 0.12% New 4,299 $452K
Black Diamond Financial, LLC 0.07% Add +2.2% 4,246 $449K
Midwest Professional Planners, LTD. 0.13% Add +1.9% 4,213 $445K
Beacon Bank & Trust 0.10% Add +2.3% 4,195 $443K
Master's Wealth Management Inc. 0.24% — 4,194 $443K
Private Trust Co. NA 0.05% Add +10.3% 4,186 $442K
Brooklyn Investment Group 0.13% Reduce -12.1% 4,182 $442K
Richard W. Paul & Associates, LLC 0.16% Add +17.5% 4,130 $437K
Graypoint LLC 0.03% Reduce -12.5% 4,124 $436K
Premier Path Wealth Partners, LLC 0.07% Reduce -23.3% 4,107 $434K
Fiduciary Group, LLC 0.04% Add +6.0% 4,098 $433K
Cornerstone Advisory, LLC 0.05% Add +4.1% 3,567 $431K
Dark Forest Capital Management LP 0.06% Add +28.6% 4,078 $431K
Callan Family Office, LLC 0.03% New 4,058 $429K
Legacy Financial Advisors, Inc. 0.07% Reduce -8.5% 3,997 $423K
Ardent Capital Management, Inc. 0.19% No change 3,990 $422K
Carmel Capital Partners, LLC 0.17% Add +6.0% 3,973 $420K
Ameriflex Group, Inc. 0.19% — 3,514 $419K
FORA Capital, LLC 0.05% New 3,945 $417K
TrinityPoint Wealth, LLC 0.06% Add +9.1% 3,930 $415K
Alhambra Investment Management LLC 0.21% No change 3,927 $415K
Focus Partners Advisor Solutions, LLC 0.01% Add +7.0% 3,917 $414K
Meridian Wealth Partners, LLC 0.06% Reduce -0.0% 3,909 $413K
Meridian Wealth Management, LLC 0.02% Add +5.7% 3,897 $412K
Modus Advisors, LLC 0.13% Add +0.8% 3,868 $409K
Parkside Financial Bank & Trust 0.05% Reduce -5.3% 3,849 $407K
Cadence Bank 0.03% Reduce -6.4% 3,814 $403K
Renasant Bank 0.26% Reduce -50.6% 3,809 $403K
Prossimo Advisors, LLC 0.29% Reduce -25.9% 3,806 $402K
Sentry Investment Management LLC 0.19% Reduce -14.0% 3,803 $402K
Lee Danner & Bass Inc. 0.03% Add +3.4% 3,801 $402K
Busey Bank 0.01% Reduce -2.4% 3,795 $401K
Destination Wealth Management 0.01% Reduce -15.9% 3,788 $400K
Smithfield Trust Co 0.02% No change 3,770 $400K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -43.7% 3,775 $399K
Cape Ann Savings Bank 0.23% Reduce -13.3% 3,773 $399K
Nicolet Advisory Services, LLC 0.04% Reduce -13.8% 3,843 $398K
SC&H Financial Advisors, Inc. 0.08% Reduce -37.5% 3,761 $398K
Synovus Financial Corp. 0.01% Reduce -19.4% 3,756 $397K
Klingman & Associates, LLC 0.03% Add +1.5% 3,735 $395K
Tiemann Investment Advisors, LLC 0.18% Reduce -3.5% 3,731 $394K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.13% Add +16.6% 3,717 $393K
Coordinated Financial Services, Inc. 0.31% — 3,703 $391K
Canton Hathaway, LLC 0.10% No change 3,700 $391K
Venture Visionary Partners LLC 0.02% Reduce -6.4% 3,686 $390K
Phillips Wealth Planners LLC 0.39% Reduce -11.1% 3,750 $388K
West Michigan Advisors, LLC 0.12% Reduce -5.7% 3,670 $388K
Raiffeisen Bank International AG 0.01% — 3,679 $387K
SageView Advisory Group, LLC 0.02% Reduce -9.4% 3,643 $385K
Sterling Investment Counsel, LLC 0.25% Reduce -65.8% 3,640 $385K
Mission Wealth Management, LP 0.01% Reduce -26.6% 3,589 $379K
South Plains Financial, Inc. 0.29% — 3,586 $379K
L2 Asset Management, LLC 0.08% Reduce -2.2% 3,582 $379K
Aull & Monroe Investment Management Corp 0.19% No change 3,562 $377K
Boston Trust Walden Corp 0.00% No change 3,558 $376K
Geller Advisors LLC 0.02% Add +1.3% 3,542 $374K
Patten Group, Inc. 0.08% Reduce -6.1% 3,538 $374K
Clifford Group, LLC 0.28% Reduce -28.9% 3,523 $372K
Trust Point Inc. 0.03% Add +9.1% 3,509 $371K
Watts Gwilliam & Co., LLC 0.08% Add +2.2% 3,476 $371K
DMC Group, LLC 0.30% Add +1.7% 3,468 $367K
West Paces Advisors Inc. 0.09% Reduce -1.8% 3,434 $363K
New Century Financial Group, LLC 0.15% Reduce -20.9% 3,433 $363K
Whalen Wealth Management Inc. 0.25% No change 3,424 $362K
Rathbones Group PLC 0.00% New 3,421 $362K
Jacobi Capital Management LLC 0.03% Reduce -6.8% 3,378 $357K
Cypress Capital Group 0.04% Reduce -12.3% 3,336 $353K
Sonora Investment Management Group, LLC 0.03% Add +1.3% 3,316 $351K
Principle Wealth Partners LLC 0.02% Add +2.9% 3,302 $349K
Marathon Mission, Inc. 0.24% Add +0.7% 3,302 $349K
Proficio Capital Partners LLC 0.03% Add +74.8% 3,277 $346K
EverSource Wealth Advisors, LLC 0.02% Add +228.9% 3,253 $344K
New Hampshire Trust 0.07% Reduce -19.4% 3,244 $343K
Phocas Financial Corp. 0.05% New 3,240 $342K
Kolinsky Wealth Management, LLC 0.21% Reduce -6.3% 3,234 $342K
EntryPoint Capital, LLC 0.14% Add +8.7% 3,230 $341K
International Assets Investment Management, LLC 0.03% Reduce -5.0% 3,270 $341K
Bright Futures Wealth Management, LLC. 0.31% Reduce -0.1% 2,860 $341K
First Affirmative Financial Network 0.20% Reduce -24.0% 3,207 $339K
Jefferies Financial Group Inc. 0.00% Reduce -36.0% 3,202 $338K
Romano Brothers and Company 0.04% Reduce -0.2% 3,198 $338K
Menard Financial Group LLC 0.20% Add +0.9% 3,184 $337K
Beacon Financial Advisory LLC 0.11% Add +1.4% 3,178 $336K
PFW Advisors LLC 0.10% — 3,154 $333K
M&G PLC 0.00% Add +4.3% 3,141 $333K
Catalyst Financial Partners LLC 0.06% Reduce -14.2% 3,144 $332K
Global X Japan Co., Ltd. 0.04% Add +13.2% 3,107 $328K
Nwam LLC 0.02% Add +11.0% 3,106 $328K
Waterloo Capital, L.P. 0.03% Reduce -12.3% 3,102 $328K
Canopy Partners, LLC 0.12% Add +66.0% 3,072 $325K
Alta Advisers Ltd 0.20% Add +16.9% 3,059 $323K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -11.2% 3,052 $323K
Arax Advisory Partners 0.02% Add +38.2% 3,034 $321K
Glass Jacobson Investment Advisors llc 0.11% Add +0.5% 3,031 $320K
Peddock Capital Advisors, LLC 0.08% Reduce -9.1% 3,007 $318K
BSW Wealth Partners 0.05% Reduce -21.6% 2,991 $316K
Foundations Investment Advisors, LLC 0.01% Reduce -19.8% 2,991 $316K
Keel Point, LLC 0.03% Add +7.7% 2,986 $316K
ORG Partners LLC 0.04% Reduce -1.2% 2,974 $314K
Lindbrook Capital, LLC 0.03% Reduce -15.0% 2,971 $314K
Strategy Asset Managers LLC 0.06% Reduce -5.4% 2,954 $312K
Dohj, LLC 0.07% Add +1.7% 2,951 $312K
InTrack Investment Management Inc 0.22% Reduce -55.6% 2,880 $311K
Westover Capital Advisors, LLC 0.07% Reduce -1.1% 2,945 $311K
Nemes Rush Group LLC 0.04% Reduce -17.6% 2,919 $308K
Vise Technologies, Inc. 0.03% New 2,917 $308K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -49.2% 2,908 $307K
Clean Yield Group 0.10% No change 2,898 $306K
Wealth Group, Ltd. 0.20% Reduce -10.4% 2,883 $305K
Regions Financial Corp. 0.00% Reduce -4.8% 2,851 $301K
Becker Capital Management Inc. 0.01% Add +1.6% 2,845 $301K
CX Institutional 0.01% Reduce -15.2% 2,838 $300K
Keudell/Morrison Wealth Management 0.08% Reduce -0.4% 2,822 $298K
GDS Wealth Management 0.03% Reduce -1.4% 2,814 $297K
Austin Private Wealth, LLC 0.03% Add +27.8% 2,813 $297K
Douglas Lane & Associates, LLC 0.00% Reduce -19.9% 2,813 $297K
Personal Cfo Solutions, LLC 0.06% Reduce -24.6% 2,808 $297K
Hutchens & Kramer Investment Management Group, LLC 0.16% Reduce -1.4% 2,806 $297K
Chesapeake Asset Management LLC 0.28% Reduce -6.4% 2,797 $296K
Yoffe Investment Management, LLC 0.44% — 2,795 $295K
Motco 0.03% No change 2,782 $294K
waypoint wealth counsel 0.19% Reduce -0.3% 2,776 $293K
Pinion Investment Advisors, LLC 0.12% Reduce -11.0% 2,766 $292K
LM Advisors LLC 0.05% Reduce -50.4% 2,752 $291K
Cetera Trust Company, N.A 0.19% Add +3.1% 2,732 $289K
One Wealth Advisors, LLC 0.04% Reduce -1.1% 2,714 $287K
GFG Capital, LLC 0.08% No change 2,713 $287K
Navis Wealth Advisors, LLC 0.31% Reduce -9.0% 2,699 $285K
River Street Advisors LLC 0.15% Add +15.9% 2,689 $284K
First County Bank 0.16% Add +21.0% 2,681 $283K
Archford Capital Strategies, LLC 0.04% No change 2,671 $282K
Cherokee Insurance Co 0.13% — 2,665 $282K
McDonough Capital Management, Inc 0.17% Reduce -2.7% 2,662 $281K
Heritage Wealth Management, Inc. 0.09% Add +1.7% 2,660 $281K
Rothschild Investment LLC 0.02% Reduce -5.5% 2,656 $281K
Perennial Investment Advisors, LLC 0.03% Add +8.2% 2,649 $280K
Pasadena Private Wealth, LLC 0.06% Reduce -19.7% 2,636 $279K
RMR Wealth Builders 0.03% Add +22.7% 2,633 $278K
MIdWestOne Financial Group, Inc. 0.04% No change 2,628 $278K
Transform Wealth, LLC 0.02% Reduce -13.7% 2,613 $276K
Tyler-Stone Wealth Management 0.05% Add +19.2% 2,612 $276K
McGlone Suttner Wealth Management, Inc. 0.05% Reduce -51.9% 2,609 $276K
LaSalle St. Investment Advisors, LLC 0.09% Reduce -26.0% 2,592 $274K
Tyche Wealth Partners LLC 0.06% Add +22.3% 2,581 $273K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -11.6% 2,581 $273K
Adero Partners, LLC 0.02% Add +3.2% 2,578 $272K
Tuttle Capital Management, LLC 1.40% Add +34.7% 2,577 $272K
Woodward Diversified Capital, LLC 0.20% Reduce -43.4% 2,576 $272K
Cromwell Holdings LLC 0.16% Reduce -14.6% 2,573 $272K
Ignite Planners, LLC 0.06% Reduce -0.6% 2,570 $271K
SeaCrest Wealth Management, LLC 0.03% Reduce -8.4% 2,555 $270K
Strong Tower Advisory Services 0.07% Add +30.1% 2,550 $270K
Moneta Group Investment Advisors LLC 0.00% Reduce -19.7% 2,541 $269K
BankPlus Wealth Management LLC 0.20% — 2,537 $268K
Jamison Private Wealth Management, Inc. 0.04% Add +32.2% 2,506 $265K
Wealthcare Advisory Partners LLC 0.01% Reduce -7.3% 2,502 $264K
Middleton & Co. Inc. 0.03% No change 2,500 $264K
Simon Quick Advisors, LLC 0.02% Reduce -10.3% 2,498 $264K
Seeds Investor LLC 0.07% Reduce -5.5% 2,484 $263K
Groesbeck Investment Management Corp. 0.34% Reduce -37.8% 2,465 $261K
Sunflower Bank, N.A. 0.07% Add +25.0% 2,460 $260K
CYBER HORNET ETFs LLC 0.25% Add +0.8% 2,450 $259K
Bartlett & Co. Wealth Management LLC 0.00% Add +4.6% 2,450 $259K
Sunpointe, LLC 0.13% Add +10.7% 2,429 $257K
Veltria Advisors Corp. 0.11% No change 2,423 $256K
Next Capital Management LLC 0.11% New 2,422 $256K
Banque Pictet & Cie SA 0.00% No change 2,410 $255K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -5.3% 2,409 $255K
Covenant Asset Management, LLC 0.06% Reduce -0.0% 2,406 $254K
Ground Swell Capital, LLC 0.55% New 2,383 $252K
Arlington Trust Co LLC 0.05% No change 2,363 $250K
Convergence Financial, LLC 0.05% Add +2.9% 2,359 $249K
J. Safra Sarasin Holding AG 0.00% No change 2,359 $249K
Haverford Trust Co 0.00% Reduce -8.1% 2,350 $248K
True North Advisors, LLC 0.06% Add +5.5% 2,345 $248K
Clear Creek Financial Management, LLC 0.03% Reduce -8.8% 2,327 $246K
Alpha Financial Partners LLC 0.19% New 2,315 $245K
O'ROURKE & COMPANY, Inc 0.12% Reduce -1.5% 2,299 $243K
Gallagher Fiduciary Advisors, LLC 0.05% Add +9.0% 2,296 $243K
E Fund Management Co., Ltd. 0.01% New 2,293 $242K
Advus Financial Partners, LLC 0.07% Reduce -3.3% 2,291 $242K
Signet Financial Management, LLC 0.03% Reduce -11.0% 2,283 $241K
Rogco, LP 0.10% No change 2,272 $240K
Muzinich & Co., Inc. 0.17% Reduce -14.1% 2,259 $239K
Quotient Wealth Partners, LLC 0.01% Reduce -21.1% 2,259 $239K
Veracity Capital LLC 0.09% Reduce -8.4% 2,253 $238K
Axxcess Wealth Management, LLC 0.01% Reduce -45.8% 2,246 $237K
Capital Asset Advisory Services LLC 0.01% Reduce -2.9% 2,246 $237K
Bingham Private Wealth, LLC 0.25% — 2,237 $236K
Crestwood Advisors Group, LLC 0.00% Add +28.9% 2,237 $236K
Childress Capital Advisors, LLC 0.07% Reduce -11.5% 2,236 $236K
Stiles Financial Services Inc 0.09% Add +0.1% 2,233 $236K
Cary Street Partners Investment Advisory LLC 0.15% Reduce -31.3% 2,213 $234K
Formidable Asset Management, LLC 0.04% Reduce -2.4% 2,191 $232K
Mosaic Financial Group, LLC 0.17% Reduce -15.5% 2,181 $231K
New Covenant Trust Company, N.A. 0.23% Add +0.6% 2,196 $231K
DRW Securities, LLC 0.02% New 2,183 $231K
Perkins Coie Trust Co 0.05% Reduce -4.6% 2,177 $230K
Maple Capital Management, Inc. 0.02% Reduce -5.8% 2,175 $230K
Legacy Advisors, LLC 0.02% Reduce -21.8% 2,172 $230K
2UniFi Bank 0.15% — 2,163 $229K
Dakota Community Bank & Trust NA 1.09% No change 2,161 $228K
Journey Strategic Wealth LLC 0.01% Reduce -22.9% 2,157 $228K
Bedel Financial Consulting, Inc. 0.03% Add +0.1% 1,914 $227K
LGT Financial Advisors LLC 0.50% Add +0.9% 2,143 $226K
Moors & Cabot, Inc. 0.01% Add +2.1% 2,141 $226K
Parcion Private Wealth LLC 0.02% No change 2,136 $226K
Private Advisory Group LLC 0.03% New 2,134 $226K
Aster Capital Management (DIFC) Ltd 0.09% Reduce -57.3% 2,133 $225K
Lantz Financial LLC 0.06% Add +18.9% 2,128 $225K
Certuity, LLC 0.02% New 2,128 $225K
Buckhead Capital Management LLC 0.07% Reduce -8.5% 2,115 $224K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -4.0% 2,109 $223K
Exencial Wealth Advisors, LLC 0.01% Reduce -16.4% 2,103 $222K
Passive Capital Management, LLC. 0.08% No change 2,100 $222K
Amarillo National Bank 0.04% Reduce -1.2% 2,080 $220K
Enterprise Financial Services Corp 0.12% New 2,075 $219K
Pinnacle Bancorp, Inc. 0.07% No change 2,074 $219K
Taylor & Morgan Wealth Management, LLC 0.15% Reduce -2.1% 2,072 $219K
Rehmann Capital Advisory Group 0.01% Reduce -15.7% 2,071 $219K
Valued Wealth Advisors LLC 0.14% No change 2,061 $218K
Cottonwood Capital Advisors, LLC 0.16% Add +19.6% 2,053 $217K
Thomasville National Bank 0.02% Add +1.3% 2,051 $217K
WealthTrust Axiom LLC 0.06% No change 2,049 $217K
DF Dent & Co. Inc. 0.00% Reduce -0.6% 2,042 $216K
Apeiron RIA LLC 0.06% New 2,040 $216K
Alps Advisors Inc. 0.00% Reduce -7.3% 2,034 $215K
Beaumont Financial Advisors, LLC 0.02% Reduce -0.8% 2,027 $214K
Sage Rhino Capital LLC 0.05% Add +7.1% 2,026 $214K
Palumbo Wealth Management LLC 0.08% Add +0.7% 2,023 $214K
Atlantic Union Bankshares Corp 0.01% Reduce -1.4% 2,019 $213K
Tranquility Partners, LLC 0.08% Reduce -2.1% 2,012 $213K
Bradley Foster & Sargent Inc. 0.00% Reduce -3.5% 2,012 $213K
First Citizens Bank & Trust Co. 0.00% Add +8.3% 2,010 $212K
Sivia Capital Partners, LLC 0.11% Add +6.6% 2,001 $212K
EJF Capital LP 0.15% No change 2,000 $211K
FDx Advisors, Inc. 0.06% Add +11.2% 1,993 $211K
Simplicity Wealth,LLC 0.04% Add +7.0% 1,995 $211K
Yoder Wealth Management, Inc. 0.12% Reduce -20.3% 1,993 $211K
Focus Financial Network, Inc. 0.01% Reduce -15.9% 1,989 $210K
Acorns Advisers, LLC 0.00% New 1,985 $210K
Private Portfolio Partners LLC 0.04% Reduce -0.6% 1,980 $209K
Bell Bank 0.02% Add +0.2% 1,980 $209K
Greenfield Savings Bank 0.10% Reduce -5.8% 1,977 $209K
Liberty Wealth Management LLC 0.03% Add +6.2% 1,976 $209K
Quadrant Private Wealth Management, LLC 0.05% Reduce -0.2% 1,975 $209K
Virtue Capital Management, LLC 0.04% Reduce -3.5% 1,967 $208K
Optas, LLC 0.04% Reduce -17.1% 1,964 $208K
Waverly Advisors, LLC 0.00% Add +1.8% 1,963 $207K
Nelson Capital Management, LLC 0.03% New 1,935 $205K
Values First Advisors, Inc. 0.11% Add +44.8% 1,933 $204K
Sage Capital Management, LLC 0.10% Add +0.1% 1,928 $204K
Insigneo Advisory Services, LLC 0.02% Reduce -14.0% 1,922 $203K
Truvestments Capital LLC 0.05% Reduce -2.7% 1,920 $203K
IFG Advisory, LLC 0.01% New 1,919 $203K
Obermeyer Wealth Partners 0.01% Reduce -3.8% 1,919 $203K
Silvercrest Asset Management Group LLC 0.00% No change 1,918 $203K
Leelyn Smith, LLC 0.04% Add +0.8% 1,913 $202K
Atlantic Family Wealth, LLC 0.24% — 1,904 $201K
Holistic Financial Partners 0.10% Add +3.7% 1,901 $201K
Sandler Capital Management 0.03% No change 1,900 $201K
Summit Financial Strategies, Inc. 0.02% No change 1,900 $201K
Crawford Investment Counsel Inc. 0.00% No change 1,894 $200K
A. D. Beadell Investment Counsel, Inc. 0.16% No change 1,901 $200K
Physician Wealth Advisors, Inc. 0.03% Reduce -0.1% 1,889 $200K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +6.4% 1,871 $198K
Cedar Wealth Management, LLC 0.07% Reduce -8.0% 1,867 $197K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -69.6% 1,650 $192K
Continuum Advisory, LLC 0.02% Reduce -21.6% 1,802 $190K
Rosenberg Matthew Hamilton 0.05% Reduce -11.3% 1,775 $188K
Hilltop National Bank 0.05% No change 1,706 $180K
Van Hulzen Asset Management, LLC 0.01% New 1,703 $180K
Stance Capital LLC 0.11% — 1,610 $170K
Banque Transatlantique SA 0.00% — 1,580 $167K
Bokf, NA 0.00% Add +19.8% 1,601 $166K
Farmers & Merchants Investments Inc. 0.01% No change 1,569 $166K
Heritage Wealth Advisors 0.01% Add +3.0% 1,558 $165K
Brown Brothers Harriman & Co. 0.00% Reduce -62.9% 1,532 $162K
Quent Capital, LLC 0.02% Add +12.5% 1,502 $159K
Altshuler Shaham Ltd 0.01% No change 1,500 $159K
Kentucky Trust Co 0.09% — 1,476 $156K
Tortoise Investment Management, LLC 0.02% Add +22.1% 1,391 $147K
Loomis Sayles & Co. L P 0.00% Add +9.2% 1,346 $142K
Twin Lakes Capital Management, LLC 0.09% No change 1,343 $142K
Sherman Asset Management, Inc. 0.13% — 1,329 $140K
West Branch Capital LLC 0.04% Reduce -0.1% 1,238 $131K
Richards, Merrill & Peterson, Inc. 0.07% — 1,238 $131K
Paradigm Asset Management Co. LLC 0.03% Reduce -45.5% 1,196 $126K
Colonial Trust Co / SC 0.02% Add +17.2% 1,194 $126K
Grove Bank & Trust 0.02% Add +1.5% 1,184 $125K
CNB Bank 0.06% Reduce -29.5% 1,130 $119K
Covestor Ltd 0.07% Reduce -43.4% 1,120 $118K
CoreCap Advisors, LLC 0.01% Add +4.0% 1,114 $118K
CVA Family Office, LLC 0.02% Add +24.7% 1,069 $113K
DT Investment Partners, LLC 0.01% No change 1,043 $110K
Silvant Capital Management LLC 0.00% No change 1,025 $108K
Caas Capital Management LP 0.09% New 1,020 $108K
Osterweis Capital Management Inc. 0.01% No change 1,020 $108K
Hazlett, Burt & Watson, Inc. 0.05% No change 1,019 $107K
Key Financial Inc 0.02% No change 1,005 $106K
Oliver Lagore Vanvalin Investment Group 0.03% No change 990 $105K
Park Square Financial Group, LLC 0.07% — 970 $103K
TFC Financial Management, Inc. 0.02% Reduce -3.5% 964 $102K
North Star Investment Management Corp. 0.01% Add +22.8% 954 $101K
Golden State Wealth Management, LLC 0.01% — 942 $100K
Cary Street Partners Financial LLC 0.00% — 932 $99K
Towne Trust Company, N.A 0.03% No change 932 $99K
Empirical Asset Management, LLC 0.03% Add +339.1% 68,584 $97K
Hemington Wealth Management 0.02% Reduce -2.9% 907 $95K
Sachetta, LLC 0.04% Reduce -7.3% 875 $92K
Concord Wealth Partners 0.01% Add +0.1% 864 $91K
Trust Co 0.01% New 805 $85K
Tobam 0.03% Reduce -22.7% 802 $85K
Versant Capital Management, Inc 0.02% Add +537.3% 803 $85K
Montag A & Associates Inc. 0.00% Add +109.0% 767 $81K
Beacon Capital Management, LLC 0.01% Reduce -2.7% 763 $81K
Capital A Wealth Management, LLC 0.13% — 762 $81K
Deseret Mutual Benefit Administrators 0.04% Add +10.2% 759 $80K
Richardson Financial Services Inc. 0.06% Reduce -48.1% 763 $80K
AdvisorNet Financial, Inc 0.01% Reduce -13.8% 756 $80K
Bruce G. Allen Investments, LLC 0.06% Reduce -2.0% 737 $78K
Caldwell Trust Co 0.01% No change 735 $78K
Webster Bank, N. A. 0.01% Reduce -17.3% 731 $77K
Avalon Trust Co 0.01% No change 726 $77K
Pathway Financial Advisers, LLC 0.03% Add +17.2% 722 $76K
Duncker Streett & Co. Inc. 0.01% No change 712 $75K
Stonebridge Financial Group, LLC 0.01% — 683 $72K
Westside Investment Management, Inc. 0.01% Reduce -7.7% 662 $70K
WASHINGTON TRUST Co 0.00% Reduce -10.9% 656 $69K
New England Capital Financial Advisors LLC 0.03% Add +0.3% 645 $68K
Sound Income Strategies, LLC 0.00% Reduce -4.7% 635 $67K
Hanson & Doremus Investment Management 0.01% Add +42.2% 623 $66K
Core Alternative Capital 0.01% Reduce -21.3% 623 $66K
Johnson Financial Group, Inc. 0.00% Add +162.5% 546 $65K
Capital Advisors, Ltd. LLC 0.01% Add +29.3% 618 $65K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -34.6% 613 $65K
Gen-Wealth Partners Inc 0.03% Reduce -5.3% 614 $65K
Bell Investment Advisors, Inc 0.01% Reduce -20.9% 610 $64K
HM Payson & Co. 0.00% Add +1.4% 597 $63K
Oakworth Capital, Inc. 0.00% Reduce -8.6% 583 $62K
Pension & Wealth Management Advisors, Inc. 0.02% Add +124.5% 577 $61K
J.Safra Asset Management Corp 0.00% Add +22.3% 559 $59K
General Partner, Inc. 0.03% No change 533 $56K
FWL Investment Management, LLC 0.02% No change 528 $56K
WR Wealth Planners, LLC 0.02% Reduce -33.6% 522 $55K
Cove Street Capital, LLC 0.06% No change 505 $53K
Ancora Advisors LLC 0.00% Add +11.5% 504 $53K
Creekmur Asset Management LLC 0.01% No change 501 $53K
Asset Planning,Inc 0.04% — 500 $53K
Orion Capital Management LLC 0.02% New 500 $53K
Rise Advisors, LLC 0.03% Reduce -18.0% 498 $53K
GW&K Investment Management, LLC 0.00% Reduce -10.5% 479 $51K
Fourth Dimension Wealth, LLC 0.03% — 475 $50K
Meeder Asset Management Inc. 0.00% Reduce -3.7% 472 $50K
Aspetuck Financial Management LLC 0.04% — 463 $49K
Coppell Advisory Solutions LLC 0.01% Add +7.6% 455 $48K
Albion Financial Group 0.00% Add +12.3% 449 $47K
Vestor Capital, LLC 0.00% Reduce -29.6% 443 $47K
MV Capital Management, Inc. 0.00% Reduce -36.3% 436 $46K
Cape Investment Advisory, Inc. 0.02% Add +1.2% 433 $46K
GHP Investment Advisors, Inc. 0.00% Reduce -11.7% 432 $46K
WPG Advisers, LLC 0.04% — 428 $45K
Evermay Wealth Management LLC 0.01% No change 425 $45K
Lowe Wealth Advisors, LLC 0.02% No change 423 $45K
Fortitude Family Office, LLC 0.02% Reduce -7.5% 406 $43K
Crewe Advisors LLC 0.01% Reduce -70.5% 400 $42K
Hara Capital LLC 0.03% No change 380 $40K
Bangor Savings Bank 0.00% Reduce -1.9% 367 $39K
First Horizon Advisors, Inc. 0.00% Reduce -13.8% 362 $38K
Hexagon Capital Partners LLC 0.01% Add +101.8% 339 $36K
Compass Wealth Management LLC 0.01% No change 338 $36K
Bank of New Hampshire 0.01% Add +38.1% 326 $34K
Plante Moran Financial Advisors, LLC 0.00% Reduce -43.8% 326 $34K
Whipplewood Advisors, LLC 0.02% — 319 $34K
Promus Capital, LLC 0.03% — 318 $34K
Brown Shipley& Co Ltd 0.02% No change 318 $34K
Laurel Wealth Advisors LLC 0.01% No change 318 $34K
Eagle Bay Advisors LLC 0.02% Reduce -12.5% 301 $32K
REAP Financial Group, LLC 0.01% Add +40.0% 294 $31K
Coastline Trust Co 0.00% Reduce -30.6% 286 $30K
Centricity Wealth Management, LLC 0.03% — 285 $30K
Asset Dedication, LLC 0.00% Add +2.2% 282 $30K
Sunbelt Securities, Inc. 0.00% Reduce -5.7% 280 $29K
Cornerstone Planning Group LLC 0.01% Reduce -5.2% 239 $29K
First Pacific Financial 0.01% No change 274 $29K
Nvwm, LLC 0.01% Add +23.7% 271 $29K
Armstrong Advisory Group, Inc. 0.00% No change 269 $28K
Bogart Wealth, LLC 0.00% Add +1.9% 267 $28K
Clear Investment Research, LLC 0.04% Add +5.3% 260 $28K
Crowley Wealth Management, Inc. 0.02% — 260 $27K
DHJJ Financial Advisors, Ltd. 0.01% No change 256 $27K
Missouri Trust & Investment Co 0.01% No change 250 $26K
Murphy & Mullick Capital Management Corp 0.02% — 245 $26K
Salem Investment Counselors Inc. 0.00% Add +20.3% 237 $25K
American Capital Advisory, LLC 0.01% Reduce -0.8% 234 $25K
Raffa Wealth Management, LLC 0.01% Add +2.7% 230 $24K
JFS Wealth Advisors, LLC 0.00% Add +68.4% 224 $24K
Pacific Center for Financial Services 0.01% No change 223 $24K
GoalVest Advisory LLC 0.01% Add +18.3% 207 $22K
Gould Capital, LLC 0.01% No change 202 $21K
Mowery & Schoenfeld Wealth Management, LLC 0.04% New 200 $21K
Optimum Investment Advisors 0.01% No change 200 $21K
Centerpoint Advisors, LLC 0.01% No change 200 $21K
Millstone Evans Group, LLC 0.01% — 190 $20K
Private Wealth Management Group, LLC 0.01% Reduce -2.1% 190 $20K
Transce3nd, LLC 0.01% — 189 $20K
Retirement Wealth Solutions LLC 0.02% — 191 $20K
Sierra Ocean, LLC 0.02% — 183 $19K
Pittenger & Anderson Inc. 0.00% Add +123.5% 181 $19K
Tsfg, LLC 0.00% Add +0.6% 178 $19K
Kestra Investment Management, LLC 0.00% New 176 $19K
Kohmann Bosshard Financial Services, LLC 0.00% New 174 $18K
Riverview Trust Co 0.02% Add +5.1% 166 $18K
High Note Wealth, LLC 0.00% New 163 $17K
Compagnie Lombard Odier SCmA 0.00% New 160 $17K
Investors Research Corp 0.00% No change 158 $17K
MidAtlantic Capital Management, Inc. 0.01% No change 157 $17K
FLP Wealth Management, LLC 0.04% — 153 $16K
GPS Wealth Strategies Group, LLC 0.00% Reduce -6.3% 150 $16K
True Wealth Design, LLC 0.01% Reduce -35.8% 142 $15K
Mainstream Capital Management LLC 0.01% New 141 $15K
SouthState Bank Corp 0.00% Add +403.7% 136 $14K
Abound Wealth Management 0.00% Reduce -19.2% 135 $14K
DiNuzzo Private Wealth, Inc. 0.00% No change 130 $14K
CBIZ Investment Advisory Services, LLC 0.00% Add +15.6% 126 $13K
Dunhill Financial, LLC 0.01% Reduce -51.5% 125 $13K
Avion Wealth 0.00% Reduce -11.2% 127 $13K
Silicon Valley Capital Partners 0.00% Add +0.8% 121 $13K
Comprehensive Financial Planning, Inc. 0.01% — 116 $12K
Robinswood Financial LLC 0.00% No change 110 $12K
Global Financial Private Client, LLC 0.00% Reduce -60.7% 110 $12K
Pingora Partners LLC 0.01% No change 107 $11K
Valley National Advisers Inc. 0.00% Add +137.0% 109 $11K
Creative Financial Designs Inc. 0.00% No change 103 $11K
Piscataqua Savings Bank 0.01% No change 100 $11K
Ridgewood Investments LLC 0.01% No change 100 $11K
Carolinas Wealth Consulting LLC 0.00% Add +20.7% 99 $10K
Aspect Partners, LLC 0.01% Reduce -6.0% 94 $10K
Northwest Capital Management Inc 0.00% No change 93 $10K
CoreFirst Bank & Trust 0.01% No change 92 $10K
Center for Financial Planning, Inc. 0.00% New 88 $9K
Signature Resources Capital Management, LLC 0.01% Reduce -41.7% 84 $9K
Gold Investment Management Ltd. 0.00% No change 82 $9K
DecisionPoint Financial, LLC 0.00% No change 80 $8K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -4.9% 77 $8K
PSI Advisors, LLC 0.00% No change 75 $8K
Citizens National Bank Trust Department 0.00% No change 75 $8K
IAG Wealth Partners, LLC 0.00% No change 75 $8K
NFSG Corp 0.00% Add +50.0% 75 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 74 $8K
Colonial Trust Advisors 0.00% Reduce -65.3% 74 $8K
Godsey & Gibb, Inc. 0.00% No change 71 $8K
Atala Financial Inc 0.01% — 70 $7K
Trifecta Capital Advisors, LLC 0.00% No change 70 $7K
Wolff Wiese Magana LLC 0.00% Reduce -6.8% 69 $7K
Pineridge Advisors LLC 0.00% No change 69 $7K
Cassady Schiller Wealth Management, LLC 0.00% New 69 $7K
Highline Wealth Partners LLC 0.00% Reduce -20.5% 66 $7K
Noble Wealth Management PBC 0.00% — 66 $7K
Quest 10 Wealth Builders, Inc. 0.01% — 63 $7K
Carolina Wealth Advisors, LLC 0.00% No change 61 $6K
Kozak & Associates, Inc. 0.00% Add +103.3% 61 $6K
GS Investments, Inc. 0.00% No change 59 $6K
Quarry LP 0.00% Reduce -84.3% 59 $6K
Bellwether Advisors, LLC 0.00% New 59 $6K
S&T Bank 0.00% New 58 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 61 $6K
SOA Wealth Advisors, LLC. 0.00% No change 53 $6K
Hollencrest Capital Management 0.00% No change 53 $6K
Salomon & Ludwin, LLC 0.00% No change 52 $5K
TD Capital Management LLC 0.00% Add +2.0% 52 $5K
Stephens Consulting, LLC 0.00% No change 50 $5K
FSA Wealth Management LLC 0.00% No change 48 $5K
United Community Bank 0.00% No change 48 $5K
Addison Advisors LLC 0.00% Reduce -60.0% 48 $5K
Clark Wealth Partners 0.00% — 47 $5K
Clearstead Trust, LLC 0.00% Reduce -24.2% 47 $5K
Compass Financial Services Inc 0.00% — 46 $5K
Hopwood Financial Services, Inc. 0.00% — 45 $5K
MPWM Advisory Solutions, LLC 0.00% — 45 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 45 $5K
Semmax Financial Advisors Inc. 0.00% No change 38 $5K
Synergy Investment Management, LLC 0.00% — 41 $4K
Frazier Financial Advisors, LLC 0.00% Reduce -28.6% 40 $4K
Tucker Asset Management LLC 0.00% New 40 $4K
Studio Investment Management LLC 0.00% New 38 $4K
Bellevue Asset Management, LLC 0.00% Add +37.0% 37 $4K
Anfield Capital Management, LLC 0.00% No change 37 $4K
Sugar Maple Asset Management, LLC 0.00% New 36 $4K
SWAN Capital LLC 0.00% No change 36 $4K
WealthTrak Capital Management LLC 0.00% — 35 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -7.9% 35 $4K
HHM Wealth Advisors, LLC 0.00% New 35 $4K
Activest Wealth Management 0.00% Add +9.4% 35 $4K
NewSquare Capital LLC 0.00% New 33 $3K
Compass Planning Associates Inc 0.00% — 32 $3K
10Elms LLP 0.00% — 31 $3K
Painted Porch Advisors LLC 0.00% No change 30 $3K
Conquis Financial LLC 0.00% — 29 $3K
Battery Global Advisors, LLC 0.00% Add +3.7% 28 $3K
Principia Wealth Advisory, LLC 0.00% — 27 $3K
Tradewinds Capital Management, LLC 0.00% No change 27 $3K
Longview Financial Advisors LLC 0.00% — 26 $3K
Financial Perspectives, Inc 0.00% No change 26 $3K
Anchor Investment Management, LLC 0.00% Reduce -31.4% 24 $3K
Atlas Capital Advisors Inc. 0.00% No change 24 $3K
BOK Financial Private Wealth, Inc. 0.00% New 22 $2K
Red Tortoise LLC 0.00% No change 22 $2K
Lummis Asset Management, LP 0.00% No change 21 $2K
Redwood Park Advisors LLC 0.00% — 20 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 20 $2K
Atticus Wealth Management, LLC 0.00% No change 20 $2K
Adirondack Trust Co. 0.00% Reduce -59.6% 19 $2K
Financial Network Wealth Advisors LLC 0.00% Add +6.3% 17 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 16 $2K
St Germain D J Co. Inc. 0.00% No change 16 $2K
Princeton Global Asset Management LLC 0.00% No change 14 $1K
ESL Trust Services, LLC 0.00% No change 14 $1K
Winnacle Wealth LLC 0.00% — 14 $1K
Wingate Wealth Advisors, Inc. 0.00% — 13 $1K
Brown, Lisle/Cummings, Inc. 0.00% New 12 $1K
Legacy Investment Solutions, LLC 0.00% Reduce -89.5% 10 $1K
Legacy Wealth Managment, LLC 0.00% Reduce -89.5% 10 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 10 $1K
JCIC Asset Management Inc. 0.00% New 8 $846
WealthCollab, LLC 0.00% No change 6 $635
Fairman Group, LLC 0.00% Reduce -53.9% 6 $634
Estabrook Capital Management 0.00% No change 5 $529
Measured Risk Portfolios, Inc. 0.00% — 4 $423
Tower View Wealth Management LLC 0.00% New 4 $423
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -94.8% 3 $364
Lanark Financial, Inc. 0.02% — 2 $217
Human Investing LLC 0.00% New 2 $212
Country Trust Bank 0.00% No change 2 $211
Financial Life Planners 0.00% — 2 $172
Y.D. More Investments Ltd 0.00% Add +25.8% 166 $48
Roble, Belko & Company, Inc 0.00% No change 4 $0

"% of holder's portfolio" is PLD's weight in each manager's 13F, not the share of Prologis Inc. the manager owns.