Public StoragePSA

13F holders, Q1 2024 (March 31)
1,066holders
9famous investors
$288.94avg. 13F price*

At the end of Q1 2024, 1,066 institutions reported holding Public Storage (PSA) in their 13F filings. The largest holders were Vanguard Group Inc. ($6.1B), BlackRock Inc. ($4.7B) and State Street Corp. ($3.0B). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Public Storage
Sector
Real Estate
CUSIP
74460D109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions87$125.7M
Exits82$101.0M

Ownership 1,066 holders

Vanguard Group Inc. 0.12% Add +1.1% 20,946,291 $6.1B
BlackRock Inc. 0.11% Reduce -0.5% 16,118,859 $4.7B
State Street Corp. 0.14% Reduce -8.1% 10,497,835 $3.0B
T. Rowe Price Associates Inc. 0.19% Add +4.2% 5,432,643 $1.6B
Wellington Management Group LLP 0.21% Reduce -4.4% 4,001,191 $1.2B
Geode Capital Management, LLC 0.10% Add +2.7% 3,787,720 $1.1B
FMR LLC 0.07% Add +37.3% 3,620,554 $1.1B
JPMorgan Chase & Co. 0.08% Add +15.2% 2,924,747 $848.4M
Norges Bank 0.13% Add +7.8% 2,903,040 $842.1M
Cohen & Steers, Inc. 1.63% Add +73.9% 2,690,593 $780.4M
Charles Schwab Investment Management Inc. 0.18% Add +1.4% 2,726,135 $763.3M
Capital International Investors 0.15% Reduce -19.9% 2,609,240 $756.8M
Legal & General Group Plc 0.19% Reduce -6.5% 2,221,592 $644.4M
Dimensional Fund Advisors LP 0.17% Add +1.0% 2,194,223 $636.5M
APG Asset Management US Inc. 3.49% Add +1.3% 2,102,117 $602.3M
Morgan Stanley 0.04% Add +15.4% 1,899,562 $551.0M
Northern Trust Corp. 0.09% Reduce -3.4% 1,774,932 $514.8M
Barrow Hanley Mewhinney & Strauss LLC 1.51% Add +11.7% 1,544,937 $448.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Reduce -2.6% 1,374,210 $398.6M
Ameriprise Financial Inc. 0.10% Add +7.1% 1,294,245 $375.4M
Deutsche Bank AG 0.17% Reduce -15.7% 1,250,680 $362.8M
Invesco Ltd. 0.08% Add +2.0% 1,211,331 $351.4M
Bank of New York Mellon Corp 0.07% Reduce -3.1% 1,180,938 $342.5M
American Century Companies Inc. 0.21% Reduce -11.0% 1,161,523 $336.9M
Nuveen Asset Management, LLC 0.10% Reduce -6.0% 1,103,550 $320.1M
Canada Pension Plan Investment Board 0.34% Add +34.4% 1,100,705 $319.3M
Prudential Financial Inc. 0.44% Add +44.9% 1,075,012 $311.8M
Centersquare Investment Management LLC 3.55% Add +17.2% 1,184,490 $307.3M
Massachusetts Financial Services Co. 0.09% Reduce -2.2% 1,038,296 $301.2M
Capital World Investors 0.05% No change 949,000 $275.3M
CBRE Investment Management Listed Real Assets LLC 5.03% Reduce -15.3% 931,329 $270.1M
California Public Employees Retirement System 0.19% Reduce -3.7% 920,657 $267.0M
Sumitomo Mitsui Trust Group, Inc. 0.17% Reduce -0.6% 874,161 $253.6M
Clearbridge Investments, LLC 0.20% Add +0.3% 863,999 $250.6M
Russell Investments Group, Ltd. 0.40% Add +6.1% 862,504 $250.0M
Bank of America Corp. 0.02% Add +42.6% 857,499 $248.7M
Montrusco Bolton Investments Inc. 2.62% Add +16.7% 867,856 $245.9M
HSBC Holdings PLC 0.14% Add +11.6% 677,024 $196.2M
Alliancebernstein L.P. 0.07% Add +44.2% 669,101 $194.1M
Goldman Sachs Group Inc. 0.04% Add +0.9% 648,246 $188.0M
Daiwa Securities Group Inc. 1.07% Add +86.8% 645,168 $187.1M
Duff & Phelps Investment Management Co. 2.15% Add +7.5% 617,555 $179.1M
Amundi 0.07% Add +6.4% 628,288 $169.2M
Lazard Asset Management LLC 0.22% Reduce -8.2% 573,618 $166.4M
Lasalle Investment Management Securities LLC 6.48% Add +3.4% 541,835 $157.2M
UBS Group AG 0.05% Add +268.6% 499,793 $145.0M
Swiss National Bank 0.10% Reduce -4.2% 473,900 $137.5M
Macquarie Group Ltd. 0.14% Reduce -1.7% 428,434 $124.3M
CANADA LIFE ASSURANCE Co 0.24% Add +2.2% 406,732 $117.9M
Capital Research Global Investors 0.02% No change 370,233 $107.4M
Wells Fargo & Company 0.03% Add +3.1% 369,951 $107.3M
Schroder Investment Management Group 0.12% Add +3.9% 363,161 $105.3M
Rhumbline Advisers 0.10% Reduce -1.3% 361,724 $104.9M
National Pension Service 0.12% Add +3.3% 357,758 $103.8M
Neuberger Berman Group LLC 0.08% Reduce -10.3% 352,779 $102.3M
Principal Financial Group Inc. 0.06% Reduce -63.6% 342,816 $99.4M
Barclays PLC 0.04% Reduce -49.2% 337,935 $98.0M
Asset Management One Co., Ltd. 0.36% Reduce -3.0% 322,386 $93.5M
Adelante Capital Management LLC 6.11% Add +18.0% 319,874 $92.8M
Public Employees Retirement System of Ohio 0.35% Reduce -1.1% 312,031 $90.5M
HighTower Advisors, LLC 0.14% Add +25.4% 305,394 $88.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +12.3% 282,916 $82.1M
Credit Suisse AG/ 0.08% Add +4.2% 282,912 $82.1M
New York State Common Retirement Fund 0.10% Reduce -2.3% 273,693 $79.4M
Aberdeen Group plc 0.16% Add +0.9% 273,281 $79.3M
Bank Julius Baer & Co. Ltd, Zurich 0.30% Add +3.9% 272,708 $78.9M
Sei Investments Co. 0.11% Add +22.5% 270,267 $78.4M
California State Teachers Retirement System 0.10% Add +1.6% 262,785 $76.2M
First Trust Advisors LP 0.08% Reduce -1.4% 255,985 $74.3M
Qube Research & Technologies Ltd 0.13% Add +1035.8% 247,686 $71.8M
BNP Paribas Financial Markets 0.09% Add +26.9% 241,451 $70.0M
Retirement Systems of Alabama 0.26% Add +0.0% 234,256 $67.9M
Aew Capital Management L P 3.27% Reduce -28.5% 231,535 $67.2M
Nomura Asset Management Co. Ltd. 0.24% Add +3.2% 229,821 $66.7M
Employees Retirement System of Texas 0.72% Reduce -0.4% 228,311 $66.2M
Federated Hermes, Inc. 0.15% Add +1.4% 222,157 $64.4M
Royal Bank of Canada 0.01% Reduce -19.3% 211,714 $61.4M
Citigroup Inc. 0.07% Add +28.6% 207,900 $60.3M
TD Asset Management Inc 0.06% Reduce -3.2% 207,639 $60.2M
State Board of Administration of Florida Retirement System 0.14% Add +9.9% 196,164 $59.3M
Nan Shan Life Insurance Co., Ltd. 1.35% No change 197,867 $57.4M
Franklin Resources Inc. 0.02% Reduce -0.7% 183,366 $53.2M
Bank of Montreal 0.02% Reduce -16.3% 182,628 $52.6M
AQR Capital Management 0.09% Add +53.7% 178,671 $51.6M
Man Group plc 0.14% Reduce -5.2% 172,980 $50.2M
Citadel Advisors 0.05% Reduce -77.1% 166,532 $48.3M
State of New Jersey Common Pension Fund D 0.15% No change 165,597 $48.0M
Allianz Asset Management GmbH 0.08% Add +16.2% 164,387 $47.7M
STRS Ohio 0.19% Add +10.2% 164,101 $47.6M
Millennium Management 0.04% Add +46.4% 162,610 $47.2M
KBC Group NV 0.15% Add +166.1% 162,115 $47.0M
PGGM Investments 0.65% Reduce -14.5% 155,035 $45.0M
Artisan Partners Limited Partnership 0.07% Reduce -3.0% 154,035 $44.7M
New York State Teachers Retirement System 0.09% Reduce -12.7% 153,576 $44.5M
Heitman Real Estate Securities LLC 2.54% Add +10.7% 153,481 $44.5M
Envestnet Asset Management Inc. 0.02% Add +4.5% 147,855 $42.9M
Allspring Global Investments Holdings, LLC 0.06% Add +20.4% 139,074 $40.3M
Great Lakes Advisors, LLC 0.33% Add +1.3% 135,093 $39.2M
DekaBank Deutsche Girozentrale 0.07% Reduce -19.4% 134,169 $38.6M
GRS Advisors, LLC 5.00% Add +1523.7% 128,324 $37.2M
Raymond James & Associates 0.02% Add +8.2% 123,890 $35.9M
ING Groep NV 0.25% Add +4533.6% 123,485 $35.8M
Pacer Advisors, Inc. 0.08% Add +0.2% 123,217 $35.7M
SG Americas Securities, LLC 0.19% Add +1123.6% 122,862 $35.6M
NewEdge Advisors, LLC 0.31% Add +10.6% 121,464 $35.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +302.8% 120,942 $35.1M
Uniplan Investment Counsel, Inc. 2.73% Reduce -3.7% 117,548 $34.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -12.0% 113,558 $32.9M
Korea Investment CORP 0.08% Reduce -0.9% 112,907 $32.7M
State of Tennessee, Department of Treasury 0.12% Add +1.1% 111,726 $32.4M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -30.4% 109,483 $31.7M
Susquehanna Portfolio Strategies, LLC 0.73% No change 108,250 $31.4M
Adage Capital Partners Gp, L.L.C. 0.06% Add +6.6% 105,192 $30.5M
Pictet Asset Management Holding SA 0.03% Reduce -7.7% 100,576 $29.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +1.4% 100,117 $29.0M
Presima Securities ULC 6.50% Add +3.0% 96,412 $28.0M
Guggenheim Capital LLC 0.20% Reduce -17.3% 96,285 $27.9M
Van Eck Associates Corp. 0.04% Add +4.3% 96,074 $27.9M
Nisa Investment Advisors, LLC 0.18% Reduce -1.4% 95,907 $27.8M
State of Alaska, Department of Revenue 0.32% Reduce -0.6% 95,495 $27.7M
Renaissance Technologies 0.04% Add +45.2% 94,734 $27.5M
Cwm, LLC 0.13% Reduce -4.1% 93,822 $27.2M
Danske Bank A/S 0.08% — 92,757 $26.9M
Toronto Dominion Bank 0.04% Reduce -12.7% 91,630 $26.6M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -0.9% 91,575 $26.6M
Wealth Enhancement Advisory Services, LLC 0.07% Add +59.0% 91,105 $26.4M
State of Wisconsin Investment Board 0.07% Add +0.9% 91,029 $26.4M
Resona Asset Management Co.,Ltd. 0.15% — 87,950 $25.5M
Corient Private Wealth LP 0.04% Add +1.3% 85,816 $24.9M
Equitable Trust Co. 1.72% Add +17.4% 85,702 $24.9M
Ensign Peak Advisors, Inc 0.05% Reduce -30.6% 85,265 $24.7M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Add +196.2% 83,626 $24.3M
Marshall Wace, LLP 0.04% Reduce -80.0% 82,904 $24.0M
Heartland Advisors Inc. 1.25% Add +9.6% 82,533 $23.9M
Lighthouse Investment Partners, LLC 1.36% Add +142.4% 80,000 $23.2M
Flputnam Investment Management Co. 0.49% Add +1.5% 79,134 $23.0M
Eagle Ridge Investment Management 2.06% Add +25.1% 76,933 $22.3M
D. E. Shaw & Co. 0.03% Reduce -19.2% 76,552 $22.2M
Storebrand Asset Management As 0.07% Reduce -0.5% 75,672 $21.9M
Westwood Holdings Group Inc. 0.17% Reduce -76.7% 74,383 $21.6M
Victory Capital Management Inc. 0.02% Add +48.2% 73,029 $21.2M
Treasurer of the State of North Carolina 0.09% Reduce -2.1% 72,000 $20.9M
1832 Asset Management L.P. 0.04% Reduce -3.6% 70,694 $20.5M
FIL Ltd 0.02% Reduce -6.5% 69,780 $20.2M
Chilton Capital Management LLC 0.91% Reduce -2.1% 66,246 $19.2M
Royal London Asset Management Ltd. 0.05% Reduce -1.9% 65,251 $18.9M
Perpetual Ltd 0.18% Add +1.3% 65,181 $18.9M
Cibc World Markets Corp. 0.12% Reduce -10.6% 65,159 $18.9M
APG Asset Management N.V. 0.03% Add +78.2% 70,169 $18.8M
Handelsbanken Fonder AB 0.08% Add +7.3% 64,067 $18.6M
Stifel Financial Corp. 0.02% Add +2.7% 63,525 $18.4M
LPL Financial LLC 0.01% Add +0.5% 63,243 $18.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -1.0% 62,514 $18.1M
Weil Company, Inc. 7.19% Reduce -0.8% 62,461 $18.1M
Tidal Investments LLC 0.31% Add +32.5% 61,644 $17.9M
Aviva PLC 0.06% Add +47.5% 61,320 $17.8M
Raymond James Financial Services Advisors, Inc. 0.03% Add +7.4% 61,052 $17.7M
Swedbank AB 0.02% Add +6.3% 60,213 $17.5M
Teacher Retirement System of Texas 0.11% Reduce -8.8% 59,436 $17.2M
Worldquant Millennium Advisors LLC 0.21% Reduce -36.6% 59,005 $17.1M
Cibc World Market Inc. 0.04% New 58,582 $17.0M
Cetera Investment Advisers 0.04% Add +154.8% 57,598 $16.7M
Commerce Bank 0.11% Reduce -18.1% 56,469 $16.4M
Twinbeech Capital LP 0.34% New 56,148 $16.3M
Caisse de depot et placement du Quebec 0.04% Reduce -63.4% 55,887 $16.2M
Zimmer Partners, LP 0.35% New 55,500 $16.1M
Voya Investment Management LLC 0.02% Reduce -53.7% 54,437 $15.8M
Andra AP-fonden 0.28% Add +42.1% 54,300 $15.8M
Davis Selected Advisers 0.09% Reduce -3.4% 52,660 $15.3M
CWA Asset Management Group, LLC 0.92% Add +1.3% 51,975 $15.1M
US Bancorp \de 0.02% Add +11.8% 51,703 $15.0M
UniSuper Management Pty Ltd 0.14% Add +8.8% 50,208 $14.6M
Natixis Advisors, LLC 0.03% Add +7.3% 50,005 $14.5M
Manning & Napier Group, LLC 0.18% Add +0.9% 48,611 $14.1M
State of Michigan Retirement System 0.07% No change 48,021 $13.9M
Brookfield Corp 0.08% Reduce -54.9% 47,807 $13.9M
Commonwealth Equity Services, LLC 0.02% Add +0.3% 47,565 $13.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% Add +5.1% 47,372 $13.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +4.3% 47,365 $13.7M
Edge Wealth Management LLC 2.83% Add +0.3% 46,433 $13.5M
Arizona State Retirement System 0.09% Add +2.0% 45,414 $13.2M
American International Group, Inc. 0.05% Reduce -0.9% 44,831 $13.0M
Verition Fund Management LLC 0.14% Add +23.3% 44,487 $12.9M
Fifth Third Bancorp 0.05% Add +5.9% 44,149 $12.8M
Ranger Global Real Estate Advisors, LLC 2.54% Add +498.6% 252,691 $12.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.40% Add +86.0% 43,393 $12.6M
Adams Diversified Equity Fund, Inc. 0.45% No change 43,300 $12.6M
West Coast Financial LLC 1.50% Reduce -7.2% 42,553 $12.3M
Xponance LLC 0.13% Add +2.8% 42,268 $12.3M
Mediolanum International Funds Ltd 0.20% — 42,454 $12.2M
MetLife Investment Management, LLC 0.08% Reduce -3.2% 40,786 $11.8M
Spinnaker Trust 0.75% Add +111.0% 40,102 $11.6M
Isthmus Partners, LLC 1.32% Add +1.5% 40,092 $11.6M
Varma Mutual Pension Insurance Co 0.10% Add +392.6% 39,900 $11.6M
Captrust Financial Advisors 0.04% Reduce -16.3% 39,095 $11.3M
Moran Wealth Management, LLC 0.37% Reduce -23.5% 38,985 $11.3M
Fiduciary Trust Co 0.17% Reduce -1.0% 38,548 $11.2M
Sheets Smith Wealth Management 1.25% Add +34.1% 38,370 $11.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +14.2% 38,810 $11.1M
Nissay Asset Management Corp. /Japan 0.08% Add +2.1% 38,134 $11.1M
Achmea Investment Management B.V. 0.21% Add +0.5% 37,501 $10.9M
Susquehanna International Group, LLP 0.02% Reduce -25.4% 36,059 $10.5M
GSI Capital Advisors LLC 6.06% Add +2.8% 35,532 $10.3M
USS Investment Management Ltd 0.08% Add +8.0% 35,242 $10.2M
IFM Investors Pty Ltd 0.11% Reduce -0.9% 35,003 $10.2M
Calamos Advisors LLC 0.07% Reduce -2.5% 34,909 $10.1M
AXA S.A. 0.03% Add +19.4% 34,686 $10.1M
Thrivent Financial for Lutherans 0.02% Reduce -4.1% 34,649 $10.1M
Mariner, LLC 0.02% Reduce -0.1% 33,707 $9.8M
Amalgamated Bank 0.08% Reduce -13.9% 33,685 $9.8M
Janney Montgomery Scott LLC 0.03% Add +33.2% 33,679 $9.8M
Osaic Holdings, Inc. 0.02% Reduce -24.6% 33,493 $9.7M
Forsta Ap-Fonden 0.08% Reduce -43.2% 33,400 $9.7M
National Bank of Canada 0.02% Reduce -76.4% 35,086 $9.7M
Camden National Bank 1.68% Reduce -1.9% 32,867 $9.5M
Bokf, NA 0.17% Add +3.5% 33,229 $9.5M
Texas Permanent School Fund Corp. 0.07% Add +0.1% 32,712 $9.5M
Northwest & Ethical Investments L.P. 0.27% Add +59.3% 32,292 $9.4M
CI Investments Inc. 0.04% Add +0.1% 32,107 $9.3M
First Personal Financial Services 2.13% Add +3.6% 31,732 $9.2M
GAM Holding AG 0.66% Add +0.8% 31,524 $9.1M
ProShare Advisors LLC 0.02% Reduce -1.7% 31,329 $9.1M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +2.7% 30,837 $8.9M
Stephens Inc. 0.14% Add +38.0% 30,020 $8.7M
Truist Financial Corp. 0.01% Reduce -2.7% 29,411 $8.5M
Polar Asset Management Partners Inc. 0.30% New 29,200 $8.5M
Seven Post Investment Office LP 2.05% Add +1.1% 28,949 $8.4M
Vestcor Inc 0.29% Reduce -14.8% 28,843 $8.4M
Czech National Bank 0.10% Add +0.5% 27,844 $8.1M
Old National Bancorp 0.19% Add +3.1% 27,443 $8.0M
Utah Retirement Systems 0.09% Reduce -51.2% 27,115 $7.9M
Pensionfund PDN 4.19% Add +11.1% 26,989 $7.8M
Cerity Partners LLC 0.02% Add +23.3% 26,722 $7.8M
Clifford Swan Investment Counsel LLC 0.29% No change 26,666 $7.7M
Ontario Teachers Pension Plan Board 0.07% Add +102.6% 26,618 $7.7M
Yousif Capital Management, LLC 0.08% Reduce -1.2% 26,268 $7.6M
Rothschild Investment LLC 0.55% Reduce -0.1% 26,218 $7.6M
Kestra Advisory Services, LLC 0.05% Add +680.4% 26,165 $7.6M
Franklin, Parlapiano, Turner & Welch, LLC 2.07% Add +1.1% 26,016 $7.5M
Makena Capital Management LLC 1.74% No change 25,841 $7.5M
DNB Asset Management AS 0.04% Reduce -39.9% 25,383 $7.4M
Baird Financial Group, Inc. 0.02% Add +84.4% 25,315 $7.3M
Cullen/Frost Bankers, Inc. 0.11% Add +2.5% 25,176 $7.3M
Robeco Institutional Asset Management B.V. 0.02% Reduce -0.9% 24,583 $7.1M
Tompkins Financial Corp. 0.80% Add +3.1% 24,242 $7.0M
New York Life Investment Management LLC 0.07% Reduce -3.4% 23,893 $6.9M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -82.1% 23,800 $6.9M
Brasada Capital Management, LP 1.23% Add +6.8% 23,502 $6.8M
M&T Bank Corp 0.02% Reduce -1.3% 23,421 $6.8M
Vident Advisory, LLC 0.14% Reduce -35.6% 23,421 $6.8M
Mutual of America Capital Management LLC 0.07% Reduce -1.1% 23,024 $6.7M
Atom Investors LP 0.83% New 22,906 $6.6M
CIBC Asset Management Inc 0.02% Add +3.1% 22,823 $6.6M
GC Wealth Management RIA, LLC 1.30% New 22,456 $6.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -4.5% 22,377 $6.5M
Allstate Corp. 0.45% Reduce -15.8% 22,064 $6.4M
Edgemoor Investment Advisors, Inc. 0.61% Add +32.1% 21,923 $6.4M
Capital Investment Advisors, LLC 0.15% Add +0.5% 21,752 $6.3M
Eastover Investment Advisors LLC 3.04% Reduce -1.4% 21,446 $6.2M
PNC Financial Services Group, Inc. 0.00% Add +3.6% 21,222 $6.2M
Janus Henderson Group PLC 0.00% Add +0.0% 21,081 $6.1M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +233.6% 20,454 $5.9M
Sarasin & Partners LLP 0.06% No change 20,002 $5.8M
TCW Group Inc. 0.06% Add +6.2% 19,955 $5.8M
Northwest Bancshares, Inc. 0.91% Add +3.9% 19,926 $5.8M
MML Investors Services, LLC 0.02% Add +8.7% 19,888 $5.8M
Bank of Nova Scotia 0.01% Add +0.1% 19,884 $5.8M
Creative Planning 0.01% Add +41.7% 19,727 $5.7M
Ellsworth Advisors, LLC 1.61% Add +4.1% 20,609 $5.6M
Advocate Group LLC 1.11% Reduce -4.3% 19,240 $5.6M
QRG Capital Management, Inc. 0.07% Add +8.6% 19,160 $5.6M
Rockefeller Capital Management L.P. 0.02% Reduce -1.5% 19,017 $5.5M
Hilton Capital Management, LLC 0.49% Add +1.2% 19,000 $5.5M
Kingfisher Capital LLC 1.34% Reduce -1.4% 18,975 $5.5M
U.S. Capital Wealth Advisors, LLC 0.21% Reduce -1.1% 18,956 $5.5M
FORA Capital, LLC 0.45% Add +313.5% 18,953 $5.5M
Rafferty Asset Management, LLC 0.02% Reduce -10.7% 18,949 $5.5M
Metis Global Partners, LLC 0.20% Add +4.0% 18,934 $5.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +3.7% 18,894 $5.5M
Mackenzie Financial Corp. 0.01% Reduce -8.3% 18,863 $5.5M
Threadgill Financial, LLC 2.42% Reduce -11.8% 18,815 $5.5M
Public Sector Pension Investment Board 0.04% Reduce -1.4% 18,710 $5.4M
Dean Investment Associates, LLC 0.74% Reduce -0.2% 18,529 $5.4M
1834 Investment Advisors Co. 0.64% Add +9.1% 18,490 $5.4M
Te Ahumairangi Investment Management Ltd 0.93% Add +13.3% 18,412 $5.3M
Holocene Advisors, LP 0.02% New 17,999 $5.2M
Buck Wealth Strategies, LLC 1.79% New 17,948 $5.2M
Capital Fund Management S.A. 0.06% Add +6.0% 17,924 $5.2M
Pring Turner Capital Group Inc. 3.77% Add +7.5% 17,805 $5.2M
MassMutual Private Wealth & Trust, FSB 0.16% Add +10.9% 17,796 $5.2M
MainStreet Investment Advisors LLC 0.61% Reduce -1.9% 17,386 $5.0M
Asset Planning Services Inc. /La/ 2.81% Reduce -3.5% 17,348 $5.0M
Aptus Capital Advisors, LLC 0.11% Add +9.4% 16,933 $4.9M
Prudential PLC 0.04% Add +173.0% 16,663 $4.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -7.4% 16,394 $4.8M
Tudor Investment Corporation 0.06% New 16,219 $4.7M
Siemens Fonds Invest GmbH 0.35% Reduce -0.4% 15,869 $4.6M
Trajan Wealth LLC 0.30% — 15,426 $4.5M
Exencial Wealth Advisors, LLC 0.17% Reduce -3.7% 15,235 $4.4M
Engineers Gate Manager LP 0.12% New 15,072 $4.4M
Elo Mutual Pension Insurance Co 0.10% Add +4.7% 14,460 $4.2M
Fuller & Thaler Asset Management, Inc. 0.02% Add +13.1% 13,862 $4.0M
Legacy Capital Wealth Partners, LLC 2.84% Add +1749.7% 13,836 $4.0M
Pensionfund Sabic 1.16% Add +28.5% 13,513 $3.9M
Oregon Public Employees Retirement Fund 0.08% Reduce -24.8% 13,488 $3.9M
Colonial Trust Advisors 0.39% Reduce -4.7% 13,476 $3.9M
Glenmede Trust Co. NA 0.02% Reduce -43.9% 13,250 $3.8M
Norinchukin Bank, The 0.11% Reduce -1.2% 13,101 $3.8M
Investment Management Corp of Ontario 0.11% Reduce -40.7% 13,067 $3.8M
Gulf International Bank (UK) Ltd 0.10% No change 13,051 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -5.0% 12,833 $3.7M
Ieq Capital, LLC 0.05% Add +28.9% 12,761 $3.7M
Ethic Inc. 0.09% Add +1003.0% 12,475 $3.6M
Candriam S.C.A. 0.02% Add +27.6% 12,458 $3.6M
Concentric Wealth Management, LLC 0.93% Add +3.6% 12,064 $3.5M
DoubleLine ETF Adviser LP 0.89% Add +10.9% 12,052 $3.5M
Mercer Global Advisors Inc. 0.01% Add +28.1% 12,038 $3.5M
Hantz Financial Services, Inc. 0.07% Reduce -2.4% 12,020 $3.5M
Kentucky Retirement Systems 0.10% Reduce -5.1% 12,018 $3.5M
Cape Cod Five Cents Savings Bank 0.33% Add +2.3% 11,948 $3.5M
O'shaughnessy Asset Management, LLC 0.04% Add +18.5% 11,649 $3.4M
Susquehanna Fundamental Investments, LLC 0.16% New 11,604 $3.4M
Thompson Siegel & Walmsley LLC 0.05% Add +76.3% 11,550 $3.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +14.5% 11,494 $3.3M
HRT Financial LP 0.02% Reduce -57.1% 11,465 $3.3M
Chatham Capital Group, Inc. 0.61% Reduce -0.7% 11,420 $3.3M
Metropolitan Life Insurance Co 0.14% Reduce -0.1% 11,270 $3.3M
Nordea Investment Management AB 0.00% Reduce -36.2% 11,230 $3.3M
Advisors Asset Management, Inc. 0.06% Reduce -15.0% 11,191 $3.2M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -77.5% 11,175 $3.2M
Citizens Financial Group Inc. 0.11% Reduce -3.7% 11,081 $3.2M
Maryland State Retirement & Pension System 0.06% No change 12,194 $3.2M
Integrated Wealth Concepts LLC 0.05% Add +7.5% 11,015 $3.2M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 11,000 $3.2M
Baron Capital (BAMCO) 0.01% Reduce -39.9% 10,991 $3.2M
Los Angeles Capital Management LLC 0.01% Reduce -21.6% 10,950 $3.2M
Pathstone Holdings, LLC 0.01% Reduce -1.6% 10,905 $3.2M
Keybank National Association 0.01% Reduce -1.0% 10,852 $3.1M
Balyasny Asset Management L.P. 0.01% Add +44.8% 10,850 $3.1M
Gould Capital, LLC 2.20% Add +6.7% 10,743 $3.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -9.5% 10,355 $3.0M
SteelPeak Wealth, LLC 0.15% Add +15.1% 10,249 $3.0M
Sigma Investment Counselors Inc. 0.19% Add +5.7% 10,240 $3.0M
Hartford Investment Management Co. 0.10% Reduce -4.2% 10,216 $3.0M
Naviter Wealth, LLC 0.48% Add +13.4% 10,206 $3.0M
LYNX Capital Group Ltd. 1.95% Add +8.2% 9,982 $2.9M
Vanderbilt University 0.60% Add +159.4% 9,904 $2.9M
Clare Market Investments LLC 0.88% Add +13.2% 9,698 $2.8M
Forte Capital LLC 0.34% Reduce -0.6% 9,458 $2.7M
Synergy Asset Management, LLC 0.46% Reduce -41.4% 9,333 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -7.3% 9,287 $2.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +29.1% 9,272 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -4.2% 9,200 $2.7M
Liberty Mutual Group Asset Management Inc. 0.76% No change 9,193 $2.7M
Trilogy Capital Inc. 0.15% Reduce -2.0% 9,181 $2.7M
D.A. Davidson & Co. 0.02% Add +9.7% 9,176 $2.7M
Slagle Financial, LLC 1.44% Add +7.7% 9,174 $2.7M
Conning Inc. 0.09% No change 9,105 $2.6M
Systematic Alpha Investments, LLC 0.10% No change 9,030 $2.6M
Crossmark Global Holdings, Inc. 0.05% Reduce -4.2% 9,019 $2.6M
Spirit of America Management Corp. 0.52% No change 8,975 $2.6M
Fairhaven Wealth Management, LLC 0.89% Reduce -0.2% 8,898 $2.6M
Brown Advisory Inc. 0.00% Reduce -3.4% 8,711 $2.5M
Azimuth Capital Investment Management LLC 0.10% Reduce -31.7% 8,666 $2.5M
Credit Agricole S A 0.04% Add +113.5% 9,613 $2.5M
Ostrum Asset Management 0.19% No change 8,464 $2.5M
Carlson Capital, L.P. 0.20% New 8,386 $2.4M
Rodgers Brothers Inc. 0.33% Add +180.0% 8,385 $2.4M
Quantinno Capital Management LP 0.05% Add +127.7% 8,249 $2.4M
Stiles Financial Services Inc 0.95% Add +9.2% 8,184 $2.4M
Procyon Advisors, LLC 0.18% Add +10.6% 8,044 $2.3M
New Mexico Educational Retirement Board 0.08% Reduce -3.6% 7,965 $2.3M
JGP Wealth Management, LLC 0.33% Reduce -12.4% 7,927 $2.3M
Texas Yale Capital Corp. 0.10% Add +31.0% 7,852 $2.3M
Jane Street Group, LLC 0.00% Reduce -82.0% 7,851 $2.3M
Saturna Capital Corp. 0.03% Add +14.3% 7,819 $2.3M
Oppenheimer & Co. Inc. 0.04% Add +1.6% 7,772 $2.3M
Marshall Financial Group, LLC 0.64% Add +5.5% 7,669 $2.2M
Rathbones Group PLC 0.01% Add +46.8% 7,561 $2.2M
XML Financial, LLC 0.22% Add +39.0% 7,533 $2.2M
Regions Financial Corp. 0.02% Add +12.5% 7,524 $2.2M
Benjamin F. Edwards & Company, Inc. 0.04% Add +1.4% 7,490 $2.2M
Lockheed Martin Investment Management Co. 0.16% Reduce -23.1% 7,340 $2.2M
Bell Bank 0.18% No change 7,408 $2.1M
Gotham Asset Management 0.03% Add +144.8% 7,373 $2.1M
Allworth Financial LP 0.01% Reduce -17.5% 7,010 $2.0M
Panagora Asset Management Inc. 0.01% Reduce -6.4% 6,929 $2.0M
First Nebraska Trust Co 0.21% Add +23.7% 6,900 $2.0M
Petredis Investment Advisors LLC 0.24% Add +2.1% 6,879 $2.0M
Rowlandmiller & Partners.adv 0.42% Reduce -2.0% 6,827 $2.0M
Avantax Advisory Services, Inc. 0.02% Add +30.0% 6,821 $2.0M
Laffer Tengler Investments, Inc. 0.64% Reduce -67.7% 6,765 $2.0M
LDR Capital Management LLC 1.59% Reduce -0.3% 6,682 $1.9M
Landscape Capital Management, L.L.C. 0.16% Add +400.4% 6,420 $1.9M
Orion Porfolio Solutions, LLC 0.02% Reduce -10.2% 6,384 $1.9M
Orion Portfolio Solutions, LLC 0.02% Reduce -10.2% 6,384 $1.9M
Atria Wealth Solutions, Inc. 0.02% Add +14.2% 6,370 $1.8M
Old Port Advisors 0.57% Add +13.5% 6,368 $1.8M
Wealthfront Advisers LLC 0.01% Add +2.5% 6,363 $1.8M
E. Ohman J:or Asset Management AB 0.05% No change 6,300 $1.8M
Middleton & Co. Inc. 0.21% Add +2.6% 6,280 $1.8M
AlphaQuest LLC 0.32% New 6,249 $1.8M
Capital Group Private Client Services, Inc. 0.02% Add +52.4% 6,193 $1.8M
Capital Management Associates, Inc 1.31% Add +33.3% 6,143 $1.8M
Plato Investment Management Ltd 0.18% Add +413.7% 6,128 $1.8M
GYL Financial Synergies, LLC 0.14% Add +5.0% 6,122 $1.8M
Tower Research Capital LLC (TRC) 0.04% Reduce -74.1% 6,087 $1.8M
Avitas Wealth Management LLC 0.27% Add +2.1% 6,078 $1.8M
Midwest Professional Planners, LTD. 0.62% Add +5.5% 6,069 $1.8M
Campbell & CO Investment Adviser LLC 0.15% Reduce -1.4% 6,034 $1.8M
Praxis Investment Management Inc. 0.11% No change 5,990 $1.7M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -32.2% 5,897 $1.7M
Werlinich Asset Management, LLC 1.11% Add +8.6% 5,925 $1.7M
Entropy Technologies, LP 0.18% New 5,884 $1.7M
Vinva Investment Management Ltd 0.10% Add +8.0% 5,862 $1.7M
Cascade Investment Advisors, Inc. 1.10% Reduce -0.1% 5,834 $1.7M
Proficio Capital Partners LLC 0.19% Add +37.0% 5,815 $1.7M
Atria Investments, Inc 0.02% Add +1.1% 5,732 $1.7M
Oppenheimer Asset Management Inc. 0.02% Add +27.4% 5,530 $1.6M
Sawyer & Company, Inc 0.64% Add +6.3% 5,484 $1.6M
iA Global Asset Management Inc. 0.03% Reduce -3.2% 5,477 $1.6M
First Manhattan Co. Llc. 0.01% Reduce -0.0% 5,423 $1.6M
KCM Investment Advisors LLC 0.06% Reduce -9.1% 5,390 $1.6M
Bangor Savings Bank 0.16% Add +0.8% 5,359 $1.6M
Ossiam 0.03% Reduce -56.9% 5,300 $1.5M
PEAK6 Investments LLC 0.07% Add +1.4% 5,298 $1.5M
Stableford Capital II LLC 0.62% Add +52.0% 5,287 $1.5M
Point72 (DIFC) Ltd 0.12% — 5,278 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -7.4% 5,222 $1.5M
Concurrent Investment Advisors, LLC 0.06% Add +4.9% 5,213 $1.5M
Cornerstone Advisors, LLC 0.06% No change 5,200 $1.5M
Kornitzer Capital Management Inc. 0.03% No change 5,200 $1.5M
Diligent Investors, LLC 0.38% Add +1.5% 5,174 $1.5M
Allen Wealth Management, LLC 1.31% Add +4.7% 5,121 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -16.4% 5,119 $1.5M
Centiva Capital, LP 0.09% New 5,070 $1.5M
Daiichi Life Insurance Co., Ltd. 0.03% No change 5,054 $1.5M
Plimoth Trust Co. LLC 0.39% Add +0.3% 5,023 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 5,022 $1.5M
GeoWealth Management, LLC 0.06% New 5,004 $1.5M
Gifford Fong Associates 0.40% No change 5,000 $1.4M
Swiss Life Asset Management Ltd 0.02% Reduce -87.1% 4,998 $1.4M
First National Bank of Mount Dora, Trust Investment Services 0.35% New 4,993 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +4.4% 4,989 $1.4M
Horizon Investments, LLC 0.04% Add +5.6% 4,930 $1.4M
Colonial Trust Co / SC 0.27% Reduce -3.4% 4,898 $1.4M
Twin Capital Management Inc. 0.18% Reduce -7.5% 4,872 $1.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -14.6% 4,849 $1.4M
Banque Cantonale Vaudoise 0.05% Add +22.8% 4,782 $1.4M
Azzad Asset Management Inc. 0.16% Reduce -50.2% 4,772 $1.4M
Summit Global Investments 0.10% Reduce -3.2% 4,740 $1.4M
WD Rutherford LLC 0.71% Add +202.2% 4,717 $1.4M
Sheaff Brock Investment Advisors, LLC 0.11% Reduce -0.9% 4,589 $1.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +5.7% 4,563 $1.3M
Private Advisor Group, LLC 0.01% Reduce -0.8% 4,551 $1.3M
Wambolt & Associates, LLC 0.40% Add +22.3% 4,601 $1.3M
Columbia Bank 0.53% — 4,470 $1.3M
Columbus Macro, LLC 0.49% Reduce -6.0% 4,468 $1.3M
Nebula Research & Development LLC 0.28% Add +76.2% 4,453 $1.3M
Ritholtz Wealth Management 0.04% Reduce -4.4% 4,441 $1.3M
Sage Capital Management, LLC 0.69% Add +2.4% 4,410 $1.3M
Alberta Investment Management Corp 0.01% Reduce -20.0% 4,400 $1.3M
Columbia Asset Management 0.26% No change 4,180 $1.3M
Hancock Whitney Corp. 0.04% Reduce -1.1% 4,384 $1.3M
Erste Asset Management GmbH 0.02% No change 4,400 $1.3M
Lindenwold Advisors, INC 0.67% Add +2.5% 4,349 $1.3M
Merit Financial Group, LLC 0.03% Add +9.5% 4,703 $1.2M
Squarepoint Ops LLC 0.01% Reduce -88.0% 4,292 $1.2M
WBH Advisory Inc. 0.13% Reduce -0.4% 4,275 $1.2M
Assetmark, Inc. 0.00% Reduce -1.3% 4,265 $1.2M
Rakuten Investment Management, Inc. 0.01% Add +985.5% 4,255 $1.2M
RB Capital Management, LLC 0.34% Add +5.0% 4,160 $1.2M
Sompo Asset Management Co., Ltd. 0.20% Reduce -3.0% 4,150 $1.2M
Illinois Municipal Retirement Fund 0.02% No change 4,143 $1.2M
Assenagon Asset Management S.A. 0.00% Add +13.8% 4,135 $1.2M
GTS Securities LLC 0.03% Reduce -36.9% 4,129 $1.2M
Arbor Capital Management Inc. 1.13% Reduce -5.5% 4,361 $1.2M
Synovus Financial Corp. 0.02% Add +1.3% 4,089 $1.2M
Sumitomo Life Insurance Co. 0.03% Reduce -4.2% 4,061 $1.2M
Waterfront Capital Partners, LLC 0.11% New 4,000 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.08% No change 4,000 $1.2M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -9.9% 3,992 $1.2M
Point72 Asset Management 0.00% Reduce -97.5% 3,949 $1.1M
Formidable Asset Management, LLC 0.19% Reduce -23.8% 3,940 $1.1M
Mutual Advisors, LLC 0.04% Add +73.5% 3,926 $1.1M
Haverford Trust Co 0.01% No change 3,922 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +12.9% 3,860 $1.1M
Versor Investments LP 0.23% Add +5.2% 3,858 $1.1M
Degroof Petercam Asset Management 0.01% No change 3,800 $1.1M
Rogco, LP 0.45% Add +2.9% 3,784 $1.1M
Moneta Group Investment Advisors LLC 0.02% Reduce -0.9% 3,781 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -15.6% 3,764 $1.1M
Dynamic Advisor Solutions LLC 0.04% Add +1.0% 3,757 $1.1M
Intech Investment Management LLC 0.02% Add +91.5% 3,743 $1.1M
ICW Investment Advisors LLC 0.48% Add +1.5% 3,737 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +6.2% 3,733 $1.1M
Benjamin Edwards Inc. 0.21% Add +1.8% 3,730 $1.1M
Evoke Wealth, LLC 0.03% New 3,724 $1.1M
Snowden Capital Advisors LLC 0.03% Add +9.1% 3,722 $1.1M
Jump Financial, LLC 0.03% Reduce -13.2% 3,703 $1.1M
Buckingham Strategic Wealth, LLC 0.01% Add +1.1% 3,673 $1.1M
Kestra Private Wealth Services, LLC 0.02% New 3,632 $1.1M
BBJS Financial Advisors, LLC 0.37% Add +24.0% 3,590 $1.0M
Bragg Financial Advisors, Inc 0.05% Reduce -3.8% 3,590 $1.0M
Hendershot Investments Inc. 0.15% Reduce -1.4% 3,588 $1.0M
Shell Asset Management Co. 0.05% Add +8.7% 3,601 $1.0M
Highview Capital Management LLC 0.47% New 3,571 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.05% Add +0.1% 3,557 $1.0M
Romano Brothers and Company 0.14% Reduce -0.7% 3,509 $1.0M
Weaver Capital Management LLC 0.29% Add +50.4% 3,502 $1.0M
Laurion Capital Management LP 0.03% New 3,500 $1.0M
United Community Bank 0.39% New 3,495 $1.0M
Convergence Investment Partners, LLC 0.39% Reduce -2.1% 3,465 $1.0M
Founders Financial Securities LLC 0.11% Add +7.6% 3,460 $1.0M
B. Metzler seel. Sohn & Co. AG 0.01% Add +1.1% 3,456 $1.0M
Pekin Hardy Strauss, Inc. 0.14% Reduce -0.6% 3,454 $1.0M
Hummer Financial Advisory Services Inc 0.82% Add +6.2% 3,444 $999K
Catalyst Funds Management Pty Ltd 0.28% — 3,400 $986K
Diversify Advisory Services, LLC 0.06% — 3,415 $978K
Maltin Wealth Management, Inc. 0.54% Reduce -5.2% 3,324 $964K
StoneX Group Inc. 0.09% Add +23.6% 3,293 $955K
Dynamic Technology Lab Private Ltd 0.10% Add +329.1% 3,270 $949K
Thoroughbred Financial Services, LLC 0.09% Reduce -48.3% 3,259 $945K
Westpac Banking Corp. 0.07% Reduce -2.2% 3,255 $944K
Regatta Capital Group, LLC 0.21% Add +3.3% 3,240 $940K
Alaethes Wealth, LLC 0.41% New 3,222 $935K
Virtus Advisers, LLC 0.50% New 3,211 $931K
Park Avenue Securities LLC 0.01% Add +6.1% 3,193 $926K
Independent Financial Group, LLC 0.04% Add +48.3% 3,187 $924K
Brevan Howard Capital Management LP 0.08% Add +118.3% 3,084 $895K
First Trust Direct Indexing L.P. 0.07% Add +25.6% 3,058 $887K
Quantbot Technologies LP 0.05% New 3,049 $884K
Blair William & Co. 0.00% Add +0.5% 3,048 $884K
Commerzbank Aktiengesellschaft 0.03% Add +7.7% 3,049 $884K
Johnson Financial Group, Inc. 0.05% Add +8.2% 3,043 $883K
TD Waterhouse Canada Inc. 0.01% Add +1.5% 3,075 $879K
NEOS Investment Management LLC 0.05% Add +42.5% 3,028 $878K
Silverlake Wealth Management LLC 0.44% Add +13.8% 3,007 $872K
Integrated Advisors Network LLC 0.04% Reduce -6.3% 2,980 $864K
Sterling Investment Advisors, Ltd. 0.24% No change 2,975 $863K
Capital International, Inc. 0.01% Reduce -50.5% 2,963 $859K
Donald L. Hagan, LLC 0.45% Reduce -3.2% 2,959 $858K
Lincoln National Corp. 0.01% Reduce -2.1% 2,886 $837K
Family Legacy, Inc. 0.30% Reduce -2.9% 2,886 $837K
Segment Wealth Management, LLC 0.06% Reduce -1.6% 2,858 $829K
Lido Advisors, LLC 0.01% Add +8.1% 2,858 $829K
CIC Wealth, LLC 0.24% Reduce -5.8% 2,848 $826K
First Trust Investment Solutions L.P. 0.14% Add +45.3% 2,797 $811K
Avidian Wealth Enterprises, LLC 0.04% Add +9.9% 2,790 $809K
Pavion Blue Capital, LLC 0.40% No change 2,788 $809K
Stratos Wealth Partners, LTD. 0.01% Add +12.9% 2,781 $807K
First Foundation Advisors 0.03% Add +2.4% 2,753 $799K
Penserra Capital Management LLC 0.01% Reduce -20.2% 2,756 $798K
Capstone Investment Advisors, LLC 0.03% Add +464.5% 2,749 $797K
Wedbush Securities Inc. 0.03% Add +183.5% 2,733 $793K
Gold Investment Management Ltd. 0.32% Reduce -2.6% 2,710 $786K
Global Retirement Partners, LLC 0.03% Add +0.8% 2,698 $783K
Groesbeck Investment Management Corp. 0.83% New 2,685 $779K
Bayesian Capital Management, LP 0.07% New 2,656 $770K
Qtron Investments LLC 0.11% Add +76.9% 2,648 $768K
American Assets Capital Advisers, LLC 0.21% No change 2,579 $748K
DAVENPORT & Co LLC 0.00% Add +1.0% 2,573 $746K
Cape Ann Savings Bank 0.47% Add +0.4% 2,565 $744K
Busey Bank 0.03% Reduce -9.9% 2,561 $743K
Dearborn Partners LLC 0.03% Add +3.2% 2,554 $741K
Capital Advisory Group Advisory Services, LLC 0.35% Reduce -0.2% 2,530 $734K
Elevation Wealth Partners, LLC 0.36% Reduce -1.3% 2,511 $728K
Clarity Financial LLC 0.11% Reduce -5.0% 2,502 $726K
Townsquare Capital LLC 0.01% Add +5.0% 2,498 $724K
Smithbridge Asset Management Inc. 0.15% Add +6.1% 2,477 $718K
Great Diamond Partners, LLC 0.16% Add +1.2% 2,463 $714K
Profund Advisors LLC 0.03% Reduce -9.1% 2,451 $711K
Donoghue Forlines LLC 0.20% Reduce -12.9% 2,424 $703K
Loudon Investment Management, LLC 0.40% No change 2,400 $696K
B. Riley Wealth Advisors, Inc. 0.02% Add +19.0% 2,639 $695K
AE Wealth Management LLC 0.01% Reduce -84.7% 2,390 $693K
Ar Asset Management Inc. 0.17% No change 2,388 $693K
Bessemer Group Inc. 0.00% Reduce -59.8% 2,387 $693K
Mechanics Financial Corp 0.36% Add +3.8% 2,388 $693K
Montecito Bank & Trust 0.14% Reduce -12.8% 2,382 $691K
TFG Advisers LLC 0.27% Add +0.8% 2,376 $689K
IFP Advisors, Inc 0.03% Add +59.0% 2,356 $684K
Schonfeld Strategic Advisors LLC 0.01% Reduce -81.1% 2,339 $678K
Checchi Capital Advisers, LLC 0.05% Add +26.0% 2,305 $669K
Berkeley Capital Partners, LLC 0.20% Add +0.6% 2,288 $664K
EP Wealth Advisors, LLC 0.01% Add +18.1% 2,281 $662K
Impact Partnership Wealth, LLC 0.26% Reduce -11.5% 2,252 $653K
Balentine LLC 0.02% Add +33.5% 2,245 $651K
Evercore Wealth Management, LLC 0.01% Reduce -29.0% 2,238 $649K
Werba Rubin Papier Wealth Management 0.19% No change 2,213 $642K
Linscomb Wealth, Inc. 0.03% Reduce -3.3% 2,211 $641K
Peapack Gladstone Financial Corp. 0.01% Add +0.2% 2,188 $635K
STAR Financial Bank 0.54% Reduce -2.0% 2,188 $635K
Caxton Associates LP 0.04% Add +89.5% 2,181 $633K
Raymond James Trust N.A. 0.02% Add +17.9% 2,179 $632K
Retirement Planning Co of New England, Inc. 0.35% Reduce -4.6% 2,172 $630K
Swisher Financial Concepts, Inc. 0.55% Add +10.4% 2,289 $627K
NewEdge Wealth, LLC 0.01% Reduce -0.9% 2,374 $627K
Prospera Financial Services Inc 0.02% Add +13.7% 2,146 $622K
Focus Partners Wealth 0.01% Reduce -18.5% 2,128 $617K
Principal Securities, Inc. 0.02% Add +18.1% 2,126 $617K
Clarius Group, LLC 0.04% Reduce -5.3% 2,122 $616K
Atlas Brown,Inc. 0.22% Add +0.1% 2,121 $615K
Inspire Advisors, LLC 0.08% Add +10.5% 2,102 $610K
Hartford Funds Management Co LLC 0.06% Add +15.6% 2,092 $607K
G&S Capital LLC 0.27% Add +109.6% 2,073 $601K
Biltmore Wealth Management, LLC 0.29% No change 1,967 $600K
Advisors Capital Management, LLC 0.01% New 2,050 $595K
TKG Advisors, LLC 0.33% Add +100.8% 2,042 $592K
Great Valley Advisor Group, Inc. 0.02% Reduce -1.5% 2,041 $592K
Empowered Funds, LLC 0.01% Add +18.9% 2,040 $592K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -0.6% 2,033 $590K
Horst & Graben Wealth Management LLC 0.12% No change 2,013 $584K
Torno Capital, LLC 0.12% New 2,000 $580K
Whittier Trust Co. 0.01% Reduce -0.2% 1,996 $579K
Parallel Advisors, LLC 0.02% Reduce -5.2% 1,995 $579K
Prestige Wealth Management Group LLC 0.12% Add +2295.2% 1,988 $577K
Advisory Services Network, LLC 0.01% Reduce -19.8% 1,961 $569K
NorthRock Partners, LLC 0.02% Add +28.0% 1,945 $564K
Campion Asset Management 0.44% No change 1,945 $564K
Carnegie Investment Counsel 0.02% Add +3.5% 1,918 $556K
Axxcess Wealth Management, LLC 0.02% Add +61.6% 1,913 $555K
Signet Financial Management, LLC 0.08% Add +2.1% 1,913 $555K
Exchange Traded Concepts, LLC 0.01% Add +2.9% 1,908 $553K
Waddell & Associates, LLC 0.07% Add +0.7% 1,907 $553K
Harbour Investments, Inc. 0.02% Add +220.9% 1,903 $552K
Arrow Financial Corp 0.05% No change 1,900 $551K
Ramirez Asset Management, Inc. 0.11% Reduce -9.5% 1,899 $551K
Strategic Financial Services, Inc. 0.04% No change 1,895 $550K
Cullen Capital Management, LLC 0.01% No change 1,891 $549K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -0.2% 1,873 $543K
Prudent Man Advisors, LLC 0.20% Reduce -6.7% 1,872 $543K
Savant Capital, LLC 0.01% Add +62.6% 1,872 $543K
J.W. Cole Advisors, Inc. 0.03% Add +0.8% 1,891 $542K
Foundations Investment Advisors, LLC 0.01% Add +14.3% 1,866 $541K
Kingswood Wealth Advisors, LLC 0.06% Add +12.2% 1,866 $541K
WealthPLAN Partners, LLC 0.06% Add +0.3% 1,853 $537K
Pasadena Private Wealth, LLC 0.12% Reduce -2.0% 1,805 $524K
Inspire Investing, LLC 0.05% Add +3.9% 1,800 $522K
American Investment Services, Inc. 0.09% No change 1,789 $519K
Cognios Beta Neutral Large Cap Fund, LP 0.67% Reduce -10.3% 1,784 $517K
Berger Financial Group, Inc 0.04% Reduce -9.2% 1,774 $514K
Jacobi Capital Management LLC 0.05% Reduce -0.4% 1,741 $505K
Sara-Bay Financial 0.23% Reduce -2.8% 1,754 $503K
Greenleaf Trust 0.00% Add +7.0% 1,731 $502K
Summit Asset Management, LLC 0.06% No change 1,720 $499K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.7% 1,712 $497K
Meeder Advisory Services, Inc. 0.05% Add +5.1% 1,710 $496K
Two Sigma Investments, LP 0.00% Reduce -47.8% 1,703 $494K
Guidance Capital, Inc. 0.18% Add +8.3% 1,858 $494K
Winmill & Co. Inc. 0.14% No change 1,700 $493K
Balefire, LLC 0.18% Reduce -3.9% 1,694 $491K
Prime Capital Investment Advisors, LLC 0.01% Add +6.2% 1,656 $480K
Cigna Investments Inc. 0.09% Reduce -1.3% 1,655 $480K
Doliver Advisors, LP 0.13% Add +14.4% 1,648 $478K
Burford Brothers, Inc. 0.31% Add +18.0% 1,631 $473K
Cambridge Trust Co. 0.02% No change 1,630 $473K
Global Wealth Management Investment Advisory, Inc. 0.11% Reduce -0.1% 1,611 $467K
TD Private Client Wealth LLC 0.02% Add +0.1% 1,610 $467K
Stonegate Investment Group, LLC 0.01% Reduce -24.7% 1,607 $466K
Blue Fin Capital, Inc. 0.10% Reduce -4.3% 1,594 $462K
Harvest Portfolios Group Inc. 0.02% Add +56.8% 1,587 $460K
Coldstream Capital Management Inc. 0.01% Add +0.5% 1,584 $459K
Gryphon Financial Partners LLC 0.08% Add +1.3% 1,583 $459K
Wolverine Asset Management LLC 0.04% Reduce -55.1% 1,555 $451K
Hoylecohen, LLC 0.03% Reduce -11.3% 1,554 $451K
Schechter Investment Advisors, LLC 0.03% Add +18.7% 1,553 $450K
Mgo One Seven LLC 0.02% Add +40.9% 1,544 $448K
Chesley Taft & Associates LLC 0.02% No change 1,540 $447K
PFG Advisors 0.03% Reduce -20.4% 1,537 $446K
Brighton Jones LLC 0.02% Add +5.5% 1,536 $446K
Krane Funds Advisors LLC 0.02% New 1,570 $445K
OneDigital Investment Advisors LLC 0.01% Reduce -20.4% 1,510 $438K
Mechanics Bank Trust Department 0.06% Add +9.8% 1,502 $436K
Walleye Capital LLC 0.01% New 1,500 $435K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +50.0% 1,500 $435K
Cipher Capital LP 0.20% New 1,490 $432K
Caprock Group, LLC 0.02% Add +57.1% 1,485 $431K
UMB Bank, n.a. 0.01% Reduce -31.2% 1,483 $430K
Moors & Cabot, Inc. 0.02% Add +10.7% 1,466 $425K
Cornerstone Advisory, LLC 0.06% Reduce -6.3% 1,459 $423K
HB Wealth Management, LLC 0.01% Add +3.3% 1,451 $421K
Heartland Bank & Trust Co 0.24% Reduce -4.0% 1,445 $419K
Quantitative Investment Management, LLC 0.02% New 1,437 $416K
Mirador Capital Partners LP 0.08% Add +0.8% 1,433 $416K
Main Line Retirement Advisors, LLC 0.33% Add +1.1% 1,429 $415K
Freedom Investment Management, Inc. 0.03% Reduce -0.5% 1,427 $414K
Kovack Advisors, Inc. 0.05% Add +2.2% 1,425 $413K
MAI Capital Management 0.00% Reduce -26.9% 1,415 $411K
CENTRAL TRUST Co 0.01% Add +0.2% 1,409 $409K
HUB Investment Partners, LLC 0.02% Add +2.8% 1,406 $408K
Lederer & Associates Investment Counsel 0.28% Add +2.3% 1,404 $407K
Equitable Holdings, Inc. 0.00% Add +0.1% 1,401 $406K
Chesapeake Wealth Management 0.15% Reduce -6.3% 1,394 $404K
Naples Global Advisors, LLC 0.04% Add +6.1% 1,393 $404K
Everett Harris & Co. 0.01% No change 1,392 $404K
Eagle Harbor Asset Management Inc. 0.43% Add +15.7% 1,382 $401K
Federation des caisses Desjardins du Quebec 0.00% Add +446.6% 1,361 $398K
HighPoint Advisor Group LLC 0.03% Reduce -17.6% 1,413 $391K
Bartlett & Co. Wealth Management LLC 0.01% No change 1,336 $388K
Pure Financial Advisors, LLC 0.01% New 1,332 $386K
Morningstar Investment Management LLC 0.04% No change 1,328 $385K
Elevation Point Wealth Partners, LLC 0.03% Reduce -3.5% 1,325 $384K
IVC Wealth Advisors LLC 0.22% Add +14.0% 1,313 $381K
White Pine Capital LLC 0.14% Add +1.6% 1,467 $381K
Bank Ozk 0.17% No change 1,310 $380K
Blodgett Wealth Advisors, LLC 0.34% No change 1,300 $377K
Whitener Capital Management, Inc. 0.12% Add +6.5% 1,284 $372K
Belpointe Asset Management LLC 0.03% Reduce -9.2% 1,268 $368K
Nomura Holdings Inc. 0.00% Reduce -95.5% 1,263 $366K
Signaturefd, LLC 0.01% Add +8.0% 1,260 $365K
Apollon Wealth Management, LLC 0.01% Reduce -10.0% 1,260 $365K
Tradewinds, LLC. 0.17% — 1,196 $365K
Meeder Asset Management Inc. 0.02% Add +3.8% 1,244 $361K
W.H. Cornerstone Investments Inc. 0.26% Reduce -16.4% 1,237 $359K
Legacy Wealth Asset Management, LLC 0.10% Add +3.5% 1,232 $357K
Bleakley Financial Group, LLC 0.01% Add +4.9% 1,230 $357K
Adell Harriman & Carpenter Inc. 0.03% No change 1,229 $356K
Simplicity Wealth,LLC 0.01% New 1,225 $355K
Rise Advisors, LLC 0.19% Add +738.4% 1,224 $355K
Brookstone Capital Management 0.01% Add +3.4% 1,222 $354K
Motco 0.02% Add +3.0% 1,216 $353K
Graham Capital Management, L.P. 0.02% Reduce -98.1% 1,209 $351K
Argent Trust Co 0.02% Add +2.5% 1,208 $350K
Oxbow Advisors, LLC 0.05% Add +24.3% 1,197 $347K
Summit Financial, LLC 0.02% Add +10.2% 1,196 $347K
Nilsine Partners, LLC 0.05% Add +56.8% 1,193 $346K
PFG Investments, LLC 0.02% New 1,189 $345K
Intrua Financial, LLC 0.05% Reduce -70.8% 1,176 $341K
Johnson Investment Counsel Inc. 0.00% Add +0.9% 1,174 $341K
Syon Capital LLC 0.03% Add +15.8% 1,164 $338K
Mather Group, Llc. 0.01% Add +0.6% 1,099 $335K
DMC Group, LLC 0.29% Add +19.3% 1,150 $334K
Connors Investor Services Inc. 0.04% No change 1,150 $334K
Clark Capital Management Group, Inc. 0.00% Reduce -0.2% 1,149 $333K
Lauer Wealth, LLC 0.29% Add +3.8% 1,210 $333K
CoreCap Advisors, LLC 0.02% Add +14.0% 1,140 $331K
AdvisorNet Financial, Inc 0.03% No change 1,139 $330K
Trust Co 0.04% Add +0.8% 1,133 $329K
Sigma Planning Corp 0.01% Add +58.0% 1,131 $328K
Longfellow Investment Management Co. LLC 0.07% Add +0.8% 1,127 $327K
Ranch Capital Advisors Inc. 0.18% New 1,125 $326K
Second Line Capital, LLC 0.11% No change 1,119 $325K
Letson Investment Management, Inc. 0.14% No change 1,113 $323K
Summit Trail Advisors, LLC 0.01% Add +20.7% 1,113 $323K
Trust Co. of Vermont 0.02% Add +33.7% 1,106 $321K
Florida Trust Wealth Management Co 0.01% Add +1.8% 1,105 $321K
Whalerock Point Partners, LLC 0.09% No change 1,105 $321K
American Trust 0.03% No change 1,100 $319K
V-Square Quantitative Management LLC 0.04% No change 1,098 $318K
Weaver Consulting Group 0.12% No change 1,092 $317K
Ridgecrest Wealth Partners, LLC 0.19% No change 1,086 $315K
Certified Advisory Corp 0.04% Add +0.1% 1,081 $314K
Choate Investment Advisors 0.01% New 1,080 $313K
Sovereign Financial Group, Inc. 0.08% Add +12.3% 1,075 $312K
SPC Financial, Inc. 0.03% Add +2.4% 1,072 $311K
Level Four Advisory Services, LLC 0.02% No change 1,016 $310K
Mission Wealth Management, LP 0.01% Add +8.7% 1,066 $309K
True North Advisors, LLC 0.09% Add +14.6% 1,061 $308K
Aveo Capital Partners, LLC 0.03% Add +1.2% 1,157 $307K
Baker Tilly Wealth Management, LLC 0.06% Add +0.8% 1,057 $307K
Monetary Management Group Inc. 0.08% No change 1,050 $305K
Albert D Mason Inc. 0.19% Reduce -6.0% 1,049 $304K
Summit X, LLC 0.08% Reduce -0.4% 1,046 $304K
Sharper & Granite LLC 0.15% Reduce -0.5% 1,073 $303K
Atalanta Sosnoff Capital, LLC 0.01% New 1,044 $303K
Brooklyn Investment Group 0.13% No change 1,053 $302K
Essex Financial Services, Inc. 0.03% Reduce -0.5% 1,039 $301K
Jones Financial Companies LLLP 0.00% Add +80.5% 1,036 $300K
Bill Few Associates, Inc. 0.12% No change 1,034 $300K
Jamison Private Wealth Management, Inc. 0.05% Reduce -7.0% 1,031 $299K
Lester Murray Antman dba SimplyRich 0.10% Add +2.3% 1,026 $298K
Archer Investment Corp 0.09% Reduce -12.8% 1,026 $298K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -4.0% 1,024 $297K
CIBC Private Wealth Group LLC 0.00% Add +5.2% 1,034 $296K
WESPAC Advisors, LLC 0.17% No change 1,016 $295K
Bond & Devick Financial Network, Inc. 0.16% Reduce -24.9% 1,012 $294K
Tobam 0.03% Add +33.0% 1,011 $293K
Headinvest, LLC 0.06% No change 1,002 $291K
IHT Wealth Management, LLC 0.01% Reduce -0.9% 1,001 $290K
Advisory Alpha, LLC 0.01% Reduce -57.2% 1,000 $290K
Etesian Wealth Advisors, Inc. 0.17% No change 1,000 $290K
RBF Capital, LLC 0.02% No change 1,000 $290K
First Merchants Corp. 0.02% Reduce -63.7% 1,000 $290K
TRUE Private Wealth Advisors 0.03% Reduce -0.1% 988 $287K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -6.4% 988 $287K
Commonwealth Financial Services, LLC 0.07% No change 938 $286K
Shelton Capital Management 0.01% No change 964 $280K
West Oak Capital, LLC 0.12% No change 952 $276K
Gsa Capital Partners LLP 0.02% New 950 $276K
Investmark Advisory Group LLC 0.15% Add +0.5% 948 $275K
SVB Wealth LLC 0.01% Add +17.8% 946 $274K
Quadrant Capital Group LLC 0.02% Add +5.8% 943 $274K
Transamerica Financial Advisors, LLC 0.03% Add +391.5% 929 $270K
Denali Advisors LLC 0.08% Reduce -43.8% 900 $261K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 898 $260K
Insigneo Advisory Services, LLC 0.03% New 898 $260K
Gitterman Wealth Management, LLC 0.10% New 895 $260K
CreativeOne Wealth, LLC 0.01% Add +15.8% 895 $260K
First Affirmative Financial Network 0.19% Add +14.4% 896 $260K
Wealthspire Advisors, LLC 0.00% Reduce -10.4% 896 $260K
Householder Group Estate & Retirement Specialist, LLC 0.08% Reduce -1.4% 888 $258K
Ameritas Advisory Services, LLC 0.01% Add +10.5% 961 $257K
Cadence Bank 0.02% No change 883 $256K
Leo Wealth, LLC 0.03% Add +1.5% 884 $256K
Commons Capital, LLC 0.37% Add +0.6% 874 $253K
Pitcairn Co. 0.02% Add +15.9% 868 $252K
Avantax Planning Partners, Inc. 0.01% New 861 $250K
Richwood Investment Advisors, LLC 0.22% Reduce -0.1% 858 $249K
Investment Advisory Group, LLC 0.10% New 856 $248K
Lake Street Advisors Group, LLC 0.01% Add +12.2% 853 $248K
Founders Capital Management 0.17% Reduce -13.8% 850 $247K
Kapitalo Investimentos Ltda 0.05% New 849 $246K
Pacific Center for Financial Services 0.07% Reduce -21.0% 844 $245K
Armistice Capital, LLC 0.01% New 842 $244K
Valley Brook Capital Group, Inc. 0.19% Reduce -17.0% 4,875 $244K
Lindbrook Capital, LLC 0.02% Add +6.5% 839 $243K
Patrick M Sweeney & Associates, Inc. 0.20% Add +12.3% 834 $242K
Schwallier Wealth Management LLC 0.19% Add +1.0% 833 $242K
Cetera Trust Company, N.A 0.14% Add +112.8% 830 $241K
Sentry Investment Management LLC 0.09% No change 825 $239K
Vicus Capital 0.02% New 822 $238K
MQS Management LLC 0.14% New 821 $238K
Watts Gwilliam & Co., LLC 0.07% — 851 $238K
Journey Advisory Group, LLC 0.03% No change 820 $238K
Quotient Wealth Partners, LLC 0.01% New 820 $238K
Realta Investment Advisors 0.05% Add +23.1% 815 $236K
Godsey & Gibb, Inc. 0.02% No change 813 $236K
Fermata Advisors, LLC 0.05% New 810 $235K
Successful Portfolios LLC 0.16% No change 804 $233K
Pinnacle Associates Ltd. 0.00% Add +2.4% 804 $233K
Alexander Randolph Advisory, Inc. 0.20% No change 803 $233K
Bramshill Investments, LLC 0.03% New 800 $232K
Farther Finance Advisors, LLC 0.01% Reduce -16.1% 809 $232K
Reynders McVeigh Capital Management, LLC 0.01% Add +9.4% 793 $231K
Excalibur Management Corp. 0.10% Add +0.6% 795 $231K
Willow Creek Wealth Management Inc. 0.03% No change 789 $229K
Independent Advisor Alliance 0.01% Add +9.6% 787 $228K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.7% 779 $226K
Beverly Hills Private Wealth, LLC 0.05% Add +1.3% 772 $224K
CX Institutional 0.01% Add +4.5% 770 $223K
TNF LLC 0.09% Reduce -2.0% 852 $223K
Evergreen Capital Management LLC 0.01% New 768 $223K
Arkansas Financial Group, Inc. 0.04% No change 766 $222K
Payden & Rygel Investment Group 0.01% — 760 $220K
Payden & Rygel 0.01% No change 760 $220K
Geneos Wealth Management Inc. 0.01% Reduce -1.8% 757 $219K
Curtis Advisory Group, LLC 0.08% Reduce -2.5% 751 $218K
White Lighthouse Investment Management Inc. 0.04% No change 750 $218K
Renaissance Group LLC 0.01% Add +2.3% 754 $217K
Capital Analysts, LLC 0.01% Add +0.1% 739 $215K
Merriman Wealth Management, LLC 0.01% New 740 $215K
Slow Capital, Inc. 0.03% Reduce -0.1% 739 $214K
Tiaa Trust, National Association 0.00% Reduce -2.1% 739 $214K
S.A. Mason LLC 0.13% Add +10.7% 732 $212K
FinDec Wealth Services, Inc. 0.13% No change 729 $211K
Lake Hills Wealth Management, LLC 0.19% New 728 $211K
Andina Capital Management, LLC 0.16% New 725 $210K
NBW Capital LLC 0.04% New 724 $210K
Wealth Alliance, LLC 0.03% Reduce -15.2% 713 $207K
Yoder Wealth Management, Inc. 0.13% New 711 $206K
Focus Partners Advisor Solutions, LLC 0.01% New 711 $206K
Lathrop Investment Management Co. 0.04% No change 707 $205K
Trustmark Bank Trust Department 0.02% New 702 $204K
Pingora Partners LLC 0.15% No change 700 $203K
Bison Wealth, LLC 0.03% Reduce -2.2% 699 $203K
Forza Wealth Management, LLC 0.11% No change 698 $202K
XTX Topco Ltd 0.03% New 697 $202K
Premier Path Wealth Partners, LLC 0.04% New 696 $202K
Diversified Trust Co. 0.01% Add +1.3% 694 $201K
Whittier Trust Co. of Nevada Inc. 0.01% Add +91.7% 692 $201K
Perigon Wealth Management, LLC 0.01% New 691 $200K
Larson Financial Group LLC 0.02% Add +138.1% 688 $200K
GAMMA Investing LLC 0.04% Add +13.4% 660 $191K
Gen-Wealth Partners Inc 0.09% — 659 $191K
Private Trust Co. NA 0.02% Reduce -4.2% 655 $190K
Sunbelt Securities, Inc. 0.02% Add +64500.0% 646 $187K
Center for Financial Planning, Inc. 0.03% No change 636 $184K
Centaurus Financial, Inc. 0.01% Reduce -0.2% 603 $175K
Avior Wealth Management, LLC 0.01% Add +719.4% 590 $171K
Creative Financial Designs Inc. 0.02% No change 575 $167K
SYSTM Wealth Solutions LLC 0.02% Reduce -20.3% 570 $165K
Byrne Asset Management LLC 0.13% Reduce -31.0% 557 $162K
Continuum Advisory, LLC 0.02% New 572 $158K
Concourse Financial Group Securities, Inc. 0.01% Reduce -7.1% 522 $151K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +18.4% 515 $149K
Covestor Ltd 0.09% Reduce -31.0% 512 $148K
Evermay Wealth Management LLC 0.02% Add +1.0% 504 $146K
Grove Bank & Trust 0.02% No change 500 $145K
WASHINGTON TRUST Co 0.01% No change 500 $145K
Huntington National Bank 0.00% Reduce -21.4% 498 $144K
Northwest Capital Management Inc 0.05% No change 496 $144K
Janiczek Wealth Management, LLC 0.03% Reduce -0.2% 488 $142K
Spire Wealth Management 0.00% Add +0.8% 482 $140K
Sit Investment Associates Inc. 0.00% Reduce -9.4% 480 $139K
Northwest Bank & Trust Co 0.12% No change 506 $131K
Sound Income Strategies, LLC 0.01% Reduce -0.7% 437 $127K
Abich Financial Wealth Management LLC 0.10% Add +56.7% 431 $125K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 424 $123K
Farmers & Merchants Investments Inc. 0.00% No change 418 $121K
Silvant Capital Management LLC 0.01% No change 414 $120K
Hartford Financial Management Inc. 0.03% No change 412 $120K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 403 $117K
Alta Advisers Ltd 0.06% No change 400 $116K
Pflug Koory, LLC 0.01% No change 397 $115K
Pinnacle Bancorp, Inc. 0.03% Reduce -7.1% 390 $113K
Ninepoint Partners LP 0.01% New 389 $113K
Atticus Wealth Management, LLC 0.04% Add +6100.0% 372 $108K
FWL Investment Management, LLC 0.06% Add +32.1% 366 $106K
Creekmur Asset Management LLC 0.04% Reduce -3.7% 364 $106K
JFS Wealth Advisors, LLC 0.01% Reduce -1.6% 364 $106K
HM Payson & Co. 0.00% No change 360 $104K
Hoertkorn Richard Charles 0.04% No change 357 $104K
Parallax Volatility Advisers, L.P. 0.00% Reduce -54.2% 345 $100K
Dynamic Wealth Strategies, LLC 0.08% Reduce -2.3% 341 $99K
Hanson & Doremus Investment Management 0.02% Reduce -0.6% 339 $98K
Harvest Fund Management Co., Ltd 0.01% Reduce -41.1% 328 $95K
Rosenberg Matthew Hamilton 0.03% No change 329 $94K
JNBA Financial Advisors 0.01% No change 321 $93K
Pinnacle Financial Partners Inc 0.00% No change 300 $87K
Bank of New Hampshire 0.02% No change 293 $85K
Parkside Financial Bank & Trust 0.01% Reduce -23.2% 292 $85K
Clearstead Advisors, LLC 0.00% Reduce -8.6% 296 $82K
Montag A & Associates Inc. 0.00% No change 275 $80K
Centerpoint Advisors, LLC 0.03% Add +127.6% 264 $77K
Bellevue Asset Management, LLC 0.04% Reduce -5.5% 260 $75K
Concord Wealth Partners 0.01% No change 258 $75K
Scarborough Advisors, LLC 0.03% Add +1.2% 257 $74K
Boyd Watterson Asset Management LLC 0.03% No change 240 $70K
Carolinas Wealth Consulting LLC 0.01% Add +1.3% 240 $70K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 230 $67K
McIlrath & Eck, LLC 0.01% Add +37.0% 226 $66K
Perkins Coie Trust Co 0.01% No change 218 $63K
Financial Perspectives, Inc 0.02% Add +0.5% 215 $62K
GHP Investment Advisors, Inc. 0.00% No change 213 $62K
Hollencrest Capital Management 0.00% No change 209 $61K
Fairman Group, LLC 0.06% New 205 $59K
Salem Investment Counselors Inc. 0.00% No change 201 $58K
Park Place Capital Corp 0.02% Reduce -2.4% 201 $58K
Logan Capital Management Inc. 0.00% No change 200 $58K
Towne Trust Company, N.A 0.02% No change 185 $54K
Deseret Mutual Benefit Administrators 0.03% Add +139.5% 182 $53K
Quarry LP 0.02% Add +160.0% 182 $53K
Capital Advisors, Ltd. LLC 0.01% Add +0.6% 177 $51K
CVA Family Office, LLC 0.01% Add +1.8% 174 $50K
Blue Trust, Inc. 0.00% Reduce -69.6% 173 $50K
Delta Asset Management LLC 0.00% Reduce -10.5% 170 $49K
Smartleaf Asset Management LLC 0.01% Add +138.0% 169 $49K
Walleye Trading LLC 0.00% Reduce -97.2% 166 $48K
Pathway Financial Advisers, LLC 0.02% No change 164 $48K
ICA Group Wealth Management, LLC 0.01% Add +34.1% 165 $48K
Palisade Asset Management, LLC 0.00% New 156 $45K
Perritt Capital Management Inc 0.02% Add +1.3% 153 $44K
LRI Investments, LLC 0.01% — 144 $42K
Ancora Advisors LLC 0.00% Add +42.0% 142 $41K
Rational Advisors, Inc. 0.00% No change 138 $40K
Toth Financial Advisory Corp. 0.01% No change 137 $40K
Crewe Advisors LLC 0.00% New 134 $39K
Castleview Partners, LLC 0.02% Add +1.6% 131 $38K
Riverview Trust Co 0.03% New 129 $37K
HHM Wealth Advisors, LLC 0.01% No change 128 $37K
Armstrong Advisory Group, Inc. 0.00% No change 118 $36K
Glass Jacobson Investment Advisors llc 0.01% No change 116 $34K
EverSource Wealth Advisors, LLC 0.00% Add +41.2% 120 $31K
Core Wealth Advisors, Inc. 0.01% No change 100 $29K
Aspire Private Capital, LLC 0.01% No change 100 $29K
Global Financial Private Client, LLC 0.01% No change 100 $29K
Sandy Spring Bank 0.00% No change 98 $28K
Smithfield Trust Co 0.00% No change 92 $28K
Cypress Capital Management LLC (WY) 0.03% No change 96 $28K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 100 $26K
Global Assets Advisory, LLC 0.02% New 88 $25K
TCTC Holdings, LLC 0.00% No change 86 $25K
Winch Advisory Services, LLC 0.01% Add +1.2% 85 $25K
Zions Bancorporation, N.A. 0.00% Reduce -7.0% 80 $23K
Bruce G. Allen Investments, LLC 0.02% Add +79.1% 77 $22K
MV Capital Management, Inc. 0.00% No change 73 $21K
Tidemark, LLC 0.01% Add +1675.0% 71 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +20.3% 71 $21K
Valley National Advisers Inc. 0.00% Reduce -87.9% 72 $20K
GPS Wealth Strategies Group, LLC 0.00% Add +79.0% 68 $20K
J.Safra Asset Management Corp 0.00% Add +712.5% 65 $19K
New Covenant Trust Company, N.A. 0.02% — 61 $18K
Kelly Financial Services LLC 0.01% Add +1.7% 61 $18K
CoreFirst Bank & Trust 0.01% No change 60 $17K
Legacy Bridge, LLC 0.01% No change 59 $17K
Bell Investment Advisors, Inc 0.00% Add +3.8% 55 $16K
Lanark Financial, Inc. 0.00% No change 53 $15K
GW&K Investment Management, LLC 0.00% Reduce -2.0% 50 $15K
Beacon Capital Management, LLC 0.00% Reduce -32.0% 51 $15K
Hilltop National Bank 0.00% — 50 $15K
Caldwell Trust Co 0.00% No change 50 $15K
Heritage Wealth Advisors 0.00% New 48 $14K
Paloma Partners Management Co 0.00% New 47 $14K
Brown Brothers Harriman & Co. 0.00% Reduce -44.7% 47 $14K
Asset Dedication, LLC 0.00% No change 45 $13K
Loomis Sayles & Co. L P 0.00% Add +1050.0% 46 $13K
Tucker Asset Management LLC 0.00% Reduce -81.8% 43 $12K
Investors Research Corp 0.00% No change 41 $12K
FinTrust Capital Advisors, LLC 0.00% Reduce -22.0% 39 $11K
Harbor Investment Advisory, LLC 0.00% No change 39 $11K
Fortitude Family Office, LLC 0.01% No change 37 $11K
Wolff Wiese Magana LLC 0.01% Add +2.8% 37 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 35 $10K
Register Financial Advisors LLC 0.01% New 35 $10K
Pineridge Advisors LLC 0.00% No change 35 $10K
DecisionPoint Financial, LLC 0.00% No change 39 $10K
Quent Capital, LLC 0.00% Add +209.1% 34 $10K
Mine & Arao Wealth Creation & Management, LLC. 0.00% No change 33 $10K
Leonteq Securities AG 0.00% Reduce -50.8% 33 $10K
Financial Avengers, Inc. 0.01% No change 33 $10K
West Paces Advisors Inc. 0.00% No change 31 $9K
Arlington Trust Co LLC 0.00% Reduce -18.4% 31 $9K
ClariVest Asset Management LLC 0.00% Add +16.0% 29 $8K
Raleigh Capital Management Inc. 0.00% Add +460.0% 28 $8K
Operose Advisors LLC 0.00% Add +125.0% 27 $8K
Manitou Investment Management Ltd. 0.00% No change 27 $8K
Abound Wealth Management 0.00% Add +8.3% 26 $8K
Institutional & Family Asset Management, LLC 0.00% No change 26 $8K
North Star Investment Management Corp. 0.00% No change 25 $7K
Hoese & Co LLP 0.01% No change 25 $7K
Gradient Investments LLC 0.00% Reduce -31.4% 24 $7K
Washington Trust Advisors, Inc. 0.00% No change 22 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 20 $6K
Financial Management Professionals, Inc. 0.00% Add +33.3% 20 $6K
DT Investment Partners, LLC 0.00% No change 20 $6K
Union Savings Bank 0.00% New 20 $6K
Raffa Wealth Management, LLC 0.00% No change 17 $5K
Anchor Investment Management, LLC 0.00% New 17 $5K
NFSG Corp 0.00% New 15 $4K
Sachetta, LLC 0.00% No change 14 $4K
Dunhill Financial, LLC 0.00% Add +27.3% 14 $4K
Aspect Partners, LLC 0.00% No change 13 $4K
Red Tortoise LLC 0.00% No change 13 $4K
WR Wealth Planners, LLC 0.00% New 13 $4K
Clearstead Trust, LLC 0.00% New 12 $3K
Glen Eagle Advisors, LLC 0.00% No change 12 $3K
Cornerstone Planning Group LLC 0.00% Add +33.3% 12 $3K
Avion Wealth 0.00% Add +66.7% 10 $3K
First Pacific Financial 0.00% New 10 $3K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 10 $3K
MCF Advisors LLC 0.00% Add +25.0% 10 $3K
Venturi Wealth Management, LLC 0.00% No change 9 $3K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8 $2K
Private Wealth Management Group, LLC 0.00% No change 8 $2K
Atlas Capital Advisors Inc. 0.00% No change 8 $2K
Arax Advisory Partners 0.00% No change 7 $2K
TFC Financial Management, Inc. 0.00% Add +16.7% 7 $2K
Frank, Rimerman Advisors LLC 0.00% No change 7 $2K
Eagle Bay Advisors LLC 0.00% No change 6 $2K
Versant Capital Management, Inc 0.00% No change 5 $1K
Core Alternative Capital 0.00% Reduce -90.6% 5 $1K
Key Financial Inc 0.00% No change 4 $1K
Winthrop Capital Management, LLC 0.00% New 5 $1K
City State Bank 0.00% New 5 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $871
Nvwm, LLC 0.00% New 3 $870
Delos Wealth Advisors, LLC 0.00% New 2 $581
Horizon Financial Services, LLC 0.00% New 2 $580
Hexagon Capital Partners LLC 0.00% Reduce -50.0% 1 $313
Truvestments Capital LLC 0.00% No change 1 $290
RFP Financial Group LLC 0.00% New 1 $290
Highline Wealth Partners LLC 0.00% No change 1 $290
First Horizon Advisors, Inc. 0.00% No change 1 $290
First Command Advisory Services, Inc. 0.00% New 4 $0

"% of holder's portfolio" is PSA's weight in each manager's 13F, not the share of Public Storage the manager owns.