Public StoragePSA

13F holders, Q2 2024 (June 30)
1,067holders +1
83new positions
83sold out
8famous investors
$287.22avg. 13F price*

At the end of Q2 2024, 1,067 institutions reported holding Public Storage (PSA) in their 13F filings, up 1 from Q1 2024. 83 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock Inc. ($4.5B) and State Street Corp. ($3.0B). 8 famous investors held it, including Paul Tudor Jones (0.6% of Tudor Investment Corporation's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 → Q2 2024

InstitutionsTotal Value
New Positions83$134.0M
Exits83$203.3M

All 13F filers, Q1 2024 → Q2 2024: 5,860,975 shares bought and 8,194,917 shares sold, net −2,333,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,067 holders

Vanguard Group Inc. 0.11% Reduce -1.3% 20,676,982 $5.9B
BlackRock Inc. 0.10% Reduce -2.2% 15,770,816 $4.5B
State Street Corp. 0.13% Reduce -1.7% 10,315,535 $3.0B
T. Rowe Price Associates Inc. 0.20% Add +7.9% 5,859,641 $1.7B
FMR LLC 0.08% Add +14.8% 4,156,803 $1.2B
Wellington Management Group LLP 0.20% Reduce -1.2% 3,954,683 $1.1B
Geode Capital Management, LLC 0.10% Add +2.4% 3,878,765 $1.1B
Norges Bank 0.13% Add +3.6% 3,008,097 $865.3M
JPMorgan Chase & Co. 0.07% Add +1.8% 2,977,045 $856.3M
Cohen & Steers, Inc. 1.72% Add +6.2% 2,857,407 $821.9M
Charles Schwab Investment Management Inc. 0.15% Add +1.2% 2,758,144 $793.4M
Capital International Investors 0.15% Add +0.0% 2,610,073 $750.8M
Dimensional Fund Advisors LP 0.16% Reduce -0.7% 2,179,262 $626.9M
APG Asset Management US Inc. 3.57% Add +4.8% 2,202,117 $623.5M
Legal & General Group Plc 0.18% Reduce -2.7% 2,160,968 $621.6M
Northern Trust Corp. 0.09% Add +1.0% 1,792,903 $515.7M
Morgan Stanley 0.04% Reduce -8.6% 1,737,047 $499.7M
Barrow Hanley Mewhinney & Strauss LLC 1.48% Reduce -2.2% 1,511,441 $434.8M
Ameriprise Financial Inc. 0.10% Reduce -1.7% 1,272,650 $366.1M
Canada Pension Plan Investment Board 0.34% Add +8.6% 1,195,785 $344.0M
Bank of New York Mellon Corp 0.06% Reduce -2.8% 1,147,449 $330.1M
Invesco Ltd. 0.07% Reduce -7.3% 1,122,951 $323.0M
CBRE Investment Management Listed Real Assets LLC 5.63% Add +14.1% 1,062,410 $305.6M
Nuveen Asset Management, LLC 0.09% Reduce -7.2% 1,023,713 $294.5M
Deutsche Bank AG 0.13% Reduce -18.9% 1,014,695 $291.9M
Prudential Financial Inc. 0.43% Reduce -7.1% 998,676 $287.3M
Massachusetts Financial Services Co. 0.09% Reduce -4.8% 988,869 $284.4M
Centersquare Investment Management LLC 3.02% Reduce -18.0% 970,900 $279.3M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -2.9% 848,465 $244.1M
American Century Companies Inc. 0.15% Reduce -28.2% 833,891 $239.9M
Montrusco Bolton Investments Inc. 2.47% Reduce -3.3% 838,945 $235.9M
Goldman Sachs Group Inc. 0.05% Add +26.1% 817,723 $235.2M
Bank of America Corp. 0.02% Reduce -6.6% 800,694 $230.3M
California Public Employees Retirement System 0.17% Reduce -14.2% 790,022 $227.2M
Russell Investments Group, Ltd. 0.35% Reduce -12.0% 759,296 $218.3M
Royal Bank of Canada 0.05% Add +252.9% 747,099 $214.9M
Clearbridge Investments, LLC 0.17% Reduce -15.6% 729,274 $209.8M
Daiwa Securities Group Inc. 1.10% Add +9.7% 707,952 $203.6M
Duff & Phelps Investment Management Co. 2.17% Reduce -4.2% 591,360 $170.1M
HSBC Holdings PLC 0.11% Reduce -13.1% 588,118 $169.1M
Capital World Investors 0.03% Reduce -42.7% 543,451 $156.3M
Lasalle Investment Management Securities LLC 6.67% Reduce -0.0% 541,754 $155.8M
Alliancebernstein L.P. 0.05% Reduce -25.0% 501,884 $144.4M
Amundi 0.05% Reduce -22.2% 489,038 $140.5M
Swiss National Bank 0.09% Reduce -1.2% 468,100 $134.6M
Man Group plc 0.36% Add +169.7% 466,504 $134.2M
Barclays PLC 0.06% Add +33.9% 452,588 $130.2M
Qube Research & Technologies Ltd 0.24% Add +81.5% 449,512 $129.3M
CANADA LIFE ASSURANCE Co 0.23% Add +2.1% 415,279 $119.6M
Macquarie Group Ltd. 0.14% Reduce -3.8% 412,108 $118.5M
UBS Group AG 0.04% Reduce -17.8% 411,040 $118.2M
Janus Henderson Group PLC 0.06% Add +1784.3% 397,222 $114.3M
AQR Capital Management 0.17% Add +116.7% 387,217 $111.1M
Schroder Investment Management Group 0.12% Add +2.2% 371,248 $106.8M
Capital Research Global Investors 0.02% No change 370,233 $106.5M
National Pension Service 0.12% Add +2.3% 365,903 $105.3M
Wells Fargo & Company 0.03% Reduce -2.2% 361,940 $104.1M
Rhumbline Advisers 0.10% Reduce -1.6% 355,874 $102.4M
HighTower Advisors, LLC 0.15% Add +13.8% 347,694 $99.9M
Neuberger Berman Group LLC 0.07% Reduce -10.2% 316,805 $91.1M
Public Employees Retirement System of Ohio 0.36% Add +1.5% 316,772 $91.1M
Lazard Asset Management LLC 0.12% Reduce -45.7% 311,651 $89.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +10.1% 311,393 $89.6M
Asset Management One Co., Ltd. 0.34% Reduce -3.4% 311,282 $89.5M
Adelante Capital Management LLC 6.79% Reduce -6.6% 298,708 $85.9M
Bank Julius Baer & Co. Ltd, Zurich 0.31% Reduce -2.6% 265,614 $81.4M
Sei Investments Co. 0.11% Add +1.6% 274,471 $79.0M
New York State Common Retirement Fund 0.10% Reduce -0.1% 273,428 $78.7M
Aberdeen Group plc 0.14% Reduce -4.8% 260,102 $74.8M
California State Teachers Retirement System 0.09% Reduce -2.4% 256,380 $73.7M
Federated Hermes, Inc. 0.17% Add +14.7% 254,819 $73.3M
Retirement Systems of Alabama 0.27% Add +4.5% 244,719 $70.4M
Nomura Asset Management Co. Ltd. 0.24% Add +6.0% 243,550 $70.1M
Aew Capital Management L P 2.97% Reduce -7.9% 213,215 $61.3M
Principal Financial Group Inc. 0.04% Reduce -38.6% 210,409 $60.5M
STRS Ohio 0.24% Add +28.1% 210,237 $60.5M
TD Asset Management Inc 0.06% Add +0.7% 209,117 $60.2M
First Trust Advisors LP 0.06% Reduce -21.4% 201,160 $57.9M
Bank of Montreal 0.02% Add +4.9% 191,586 $55.5M
Adage Capital Partners Gp, L.L.C. 0.10% Add +82.2% 191,692 $55.1M
Citigroup Inc. 0.05% Reduce -10.1% 186,816 $53.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -86.5% 185,364 $53.3M
KBC Group NV 0.15% Add +9.9% 178,213 $51.3M
Tudor Investment Corporation 0.57% Add +993.7% 177,381 $51.0M
PGGM Investments 0.69% Add +8.0% 167,431 $48.2M
Envestnet Asset Management Inc. 0.02% Add +8.9% 160,997 $46.3M
Artisan Partners Limited Partnership 0.07% Reduce -2.1% 150,787 $43.4M
State Board of Administration of Florida Retirement System 0.08% Reduce -23.8% 149,487 $43.0M
Allianz Asset Management GmbH 0.07% Reduce -9.6% 148,606 $42.7M
Nan Shan Life Insurance Co., Ltd. 1.00% Reduce -25.7% 147,066 $42.3M
Panagora Asset Management Inc. 0.21% Add +1980.9% 144,185 $41.5M
Allspring Global Investments Holdings, LLC 0.07% Add +0.4% 139,650 $40.2M
NewEdge Advisors, LLC 0.29% Add +12.7% 136,923 $39.4M
New York State Teachers Retirement System 0.08% Reduce -12.3% 134,634 $38.7M
Renaissance Technologies 0.07% Add +41.8% 134,300 $38.6M
Great Lakes Advisors, LLC 0.34% Reduce -2.7% 131,420 $37.8M
DekaBank Deutsche Girozentrale 0.07% Reduce -2.0% 131,544 $37.4M
Raymond James & Associates 0.02% Add +4.6% 129,638 $37.3M
State of Tennessee, Department of Treasury 0.13% Add +10.2% 123,135 $35.4M
BNP Paribas Financial Markets 0.04% Reduce -49.6% 121,615 $35.0M
Hazelview Securities Inc. 6.50% New 119,647 $34.4M
Citadel Advisors 0.03% Reduce -28.9% 118,361 $34.0M
Pacer Advisors, Inc. 0.08% Reduce -4.7% 117,449 $33.8M
Swedbank AB 0.04% Add +94.1% 116,882 $33.6M
Millennium Management 0.03% Reduce -31.2% 111,881 $32.2M
Manufacturers Life Insurance Company, The 0.03% Reduce -3.9% 109,158 $31.4M
Susquehanna Portfolio Strategies, LLC 1.28% Reduce -0.3% 107,902 $31.0M
State of New Jersey Common Pension Fund D 0.13% Reduce -35.2% 107,322 $30.9M
Heitman Real Estate Securities LLC 1.90% Reduce -32.1% 104,200 $30.0M
Pictet Asset Management Holding SA 0.03% Add +2.7% 103,323 $29.7M
Presima Securities ULC 6.58% Add +6.7% 102,852 $29.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +2.6% 102,684 $29.5M
ING Groep NV 0.17% Reduce -17.3% 102,081 $29.4M
Heartland Advisors Inc. 1.61% Add +20.9% 99,811 $28.7M
Uniplan Investment Counsel, Inc. 2.66% Reduce -15.5% 99,333 $28.6M
Wealth Enhancement Advisory Services, LLC 0.07% Add +8.4% 98,737 $28.4M
Nisa Investment Advisors, LLC 0.18% Add +0.9% 96,813 $27.8M
State of Alaska, Department of Revenue 0.31% Add +0.9% 96,345 $27.7M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -12.2% 96,092 $27.6M
Guggenheim Capital LLC 0.20% Reduce -1.3% 95,024 $27.3M
Cwm, LLC 0.13% Reduce -0.9% 92,926 $26.7M
Van Eck Associates Corp. 0.04% Reduce -6.1% 90,198 $25.9M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -1.6% 90,121 $25.9M
Resona Asset Management Co.,Ltd. 0.16% Add +2.6% 90,233 $25.9M
Worldquant Millennium Advisors LLC 0.23% Add +51.0% 89,087 $25.6M
State of Wisconsin Investment Board 0.07% Reduce -2.5% 88,783 $25.5M
Korea Investment CORP 0.06% Reduce -23.3% 86,593 $24.9M
HRT Financial LP 0.14% Add +655.0% 86,559 $24.9M
Corient Private Wealth LP 0.04% Reduce -2.8% 83,418 $24.0M
Voloridge Investment Management, LLC 0.09% New 82,634 $23.8M
Victory Capital Management Inc. 0.02% Add +12.9% 82,440 $23.7M
Jane Street Group, LLC 0.02% Add +914.3% 79,636 $22.9M
Westwood Holdings Group Inc. 0.19% Add +6.3% 79,038 $22.7M
Franklin Resources Inc. 0.01% Reduce -57.3% 78,327 $22.5M
Flputnam Investment Management Co. 0.42% Reduce -1.4% 78,026 $22.4M
Storebrand Asset Management As 0.07% Add +2.2% 77,337 $22.2M
Ensign Peak Advisors, Inc 0.04% Reduce -9.6% 77,067 $22.2M
National Bank of Canada 0.03% Add +122.8% 78,188 $22.1M
Eagle Ridge Investment Management 2.05% Reduce -0.1% 76,852 $22.1M
Equitable Trust Co. 1.50% Reduce -11.8% 75,615 $21.8M
Danske Bank A/S 0.08% Reduce -18.8% 75,322 $21.7M
Employees Retirement System of Texas 0.24% Reduce -67.0% 75,311 $21.7M
IFM Investors Pty Ltd 0.21% Add +104.2% 71,483 $20.6M
1832 Asset Management L.P. 0.04% Reduce -0.3% 70,511 $20.3M
Handelsbanken Fonder AB 0.09% Add +9.1% 69,909 $20.1M
Treasurer of the State of North Carolina 0.08% Reduce -4.4% 68,834 $19.8M
Aviva PLC 0.06% Add +11.4% 68,307 $19.6M
Brookfield Corp 0.12% Add +42.0% 67,905 $19.5M
Raymond James Financial Services Advisors, Inc. 0.03% Add +10.9% 67,704 $19.5M
Teacher Retirement System of Texas 0.11% Add +12.9% 67,125 $19.3M
Stifel Financial Corp. 0.02% Add +4.9% 66,615 $19.2M
Perpetual Ltd 0.20% Add +0.4% 65,439 $18.8M
Royal London Asset Management Ltd. 0.05% Reduce -1.5% 64,300 $18.5M
Chilton Capital Management LLC 0.82% Reduce -4.0% 63,618 $18.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +0.3% 62,733 $18.0M
Weil Company, Inc. 6.57% Add +0.3% 62,632 $18.0M
Natixis Advisors, LLC 0.04% Add +22.8% 61,380 $17.7M
LPL Financial LLC 0.01% Reduce -3.4% 61,081 $17.6M
Adams Diversified Equity Fund, Inc. 0.57% Add +34.9% 58,400 $16.8M
UniSuper Management Pty Ltd 0.13% Add +7.7% 54,067 $15.6M
Commerce Bank 0.10% Reduce -4.8% 53,747 $15.5M
Toronto Dominion Bank 0.02% Reduce -42.5% 52,666 $15.1M
Voya Investment Management LLC 0.02% Reduce -4.2% 52,154 $15.0M
D. E. Shaw & Co. 0.02% Reduce -32.1% 51,989 $15.0M
Fifth Third Bancorp 0.06% Add +14.2% 50,422 $14.5M
Manning & Napier Advisors LLC 0.16% — 49,716 $14.3M
US Bancorp \de 0.02% Reduce -3.9% 49,688 $14.3M
Andra AP-fonden 0.24% Reduce -9.4% 49,200 $14.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +1.9% 48,273 $13.9M
Susquehanna International Group, LLP 0.02% Add +33.5% 48,145 $13.8M
MetLife Investment Management, LLC 0.08% Add +18.0% 48,126 $13.8M
Commonwealth Equity Services, LLC 0.02% Add +0.9% 48,011 $13.8M
State of Michigan Retirement System 0.07% Reduce -1.5% 47,321 $13.6M
Arizona State Retirement System 0.09% Add +0.9% 45,840 $13.2M
Lighthouse Investment Partners, LLC 0.73% Reduce -42.9% 45,722 $13.2M
Edge Wealth Management LLC 2.74% Reduce -2.4% 45,311 $13.0M
Cetera Investment Advisers 0.03% Reduce -22.6% 44,602 $12.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.14% — 44,172 $12.7M
Corebridge Financial, Inc. 0.07% — 43,694 $12.6M
West Coast Financial LLC 1.46% Add +0.6% 42,799 $12.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.37% Reduce -1.4% 42,775 $12.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -64.7% 42,718 $12.3M
FIL Ltd 0.01% Reduce -40.6% 41,442 $11.9M
Mediolanum International Funds Ltd 0.19% Add +4.6% 44,407 $11.9M
Isthmus Partners, LLC 1.38% Add +1.9% 40,848 $11.7M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -52.1% 40,022 $11.5M
Caisse de depot et placement du Quebec 0.03% Reduce -28.7% 39,825 $11.5M
Achmea Investment Management B.V. 0.20% Add +5.1% 39,397 $11.3M
Nissay Asset Management Corp. /Japan 0.07% Add +3.2% 39,367 $11.3M
Moran Wealth Management, LLC 0.37% Reduce -0.6% 38,739 $11.1M
Allstate Corp. 0.88% Add +70.1% 37,529 $10.8M
Varma Mutual Pension Insurance Co 0.09% Reduce -7.3% 36,998 $10.6M
Camden National Bank 1.64% Add +12.5% 36,983 $10.6M
Fiduciary Trust Co 0.16% Reduce -4.2% 36,945 $10.6M
USS Investment Management Ltd 0.08% Add +3.5% 36,477 $10.5M
Cinctive Capital Management LP 0.56% New 35,998 $10.4M
GSI Capital Advisors LLC 6.09% Add +0.9% 35,870 $10.3M
Stephens Inc. 0.16% Add +19.2% 35,779 $10.3M
Mariner, LLC 0.02% Add +3.1% 34,770 $10.0M
AXA S.A. 0.03% Add +0.1% 34,704 $10.0M
Thrivent Financial for Lutherans 0.02% Reduce -0.8% 34,359 $9.9M
Osaic Holdings, Inc. 0.02% Add +1.3% 33,913 $9.8M
Calamos Advisors LLC 0.07% Reduce -3.5% 33,680 $9.7M
Janney Montgomery Scott LLC 0.03% Reduce -0.5% 33,511 $9.6M
ProShare Advisors LLC 0.03% Add +5.6% 33,091 $9.5M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +7.3% 33,085 $9.5M
Capital Fund Management S.A. 0.11% Add +84.0% 32,988 $9.5M
GAM Holding AG 0.73% Add +4.5% 32,939 $9.5M
Northwest & Ethical Investments L.P. 0.27% Add +0.4% 32,424 $9.3M
Amalgamated Bank 0.08% Reduce -4.2% 32,263 $9.3M
First Personal Financial Services 2.08% Add +0.7% 31,939 $9.2M
CI Investments Inc. 0.04% Reduce -1.0% 31,797 $9.1M
Truist Financial Corp. 0.01% Add +4.6% 30,772 $8.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +60.3% 30,283 $8.7M
Czech National Bank 0.10% Add +8.2% 30,137 $8.7M
Forsta Ap-Fonden 0.08% Reduce -9.9% 30,100 $8.7M
Verition Fund Management LLC 0.07% Reduce -33.2% 29,728 $8.6M
Bokf, NA 0.15% Reduce -11.8% 29,293 $8.4M
Pensionfund PDN 4.46% Add +8.2% 29,189 $8.4M
Squarepoint Ops LLC 0.03% Add +567.1% 28,632 $8.2M
Seven Post Investment Office LP 1.52% Reduce -1.4% 28,554 $8.2M
Sheets Smith Wealth Management 0.98% Reduce -25.8% 28,471 $8.2M
Baird Financial Group, Inc. 0.02% Add +10.5% 27,972 $8.0M
Waverly Advisors, LLC 0.16% New 27,905 $8.0M
Old National Bancorp 0.19% Add +0.8% 27,671 $8.0M
Cerity Partners LLC 0.02% Add +3.3% 27,605 $7.9M
DNB Asset Management AS 0.04% Add +6.5% 27,023 $7.8M
Clifford Swan Investment Counsel LLC 0.29% No change 26,666 $7.7M
Franklin, Parlapiano, Turner & Welch, LLC 2.10% Add +1.3% 26,351 $7.6M
Kestra Advisory Services, LLC 0.04% Reduce -0.6% 26,018 $7.5M
Utah Retirement Systems 0.09% Reduce -4.1% 26,015 $7.5M
Yousif Capital Management, LLC 0.08% Reduce -1.1% 25,966 $7.5M
Rothschild Investment LLC 0.52% Reduce -1.4% 25,841 $7.4M
Cullen/Frost Bankers, Inc. 0.11% Add +1.5% 25,550 $7.3M
Vestcor Inc 0.25% Reduce -12.6% 25,216 $7.3M
Xponance LLC 0.07% Reduce -40.5% 25,128 $7.2M
Edgemoor Investment Advisors, Inc. 0.67% Add +13.5% 24,892 $7.2M
Brasada Capital Management, LP 1.26% Add +1.9% 23,937 $7.1M
SG Americas Securities, LLC 0.05% Reduce -80.1% 24,460 $7.0M
New York Life Investment Management LLC 0.07% Add +0.9% 24,119 $6.9M
Tompkins Financial Corp. 0.72% Reduce -1.4% 23,915 $6.9M
Van Lanschot Kempen Investment Management N.V. 0.08% Add +16.6% 23,851 $6.9M
Healthcare of Ontario Pension Plan Trust Fund 0.02% No change 23,800 $6.8M
GC Wealth Management RIA, LLC 1.30% Add +1.8% 22,870 $6.6M
Ontario Teachers Pension Plan Board 0.07% Reduce -14.4% 22,782 $6.6M
M&T Bank Corp 0.02% Reduce -2.7% 22,779 $6.6M
MainStreet Investment Advisors LLC 0.79% Add +28.8% 22,384 $6.4M
Erste Asset Management GmbH 0.09% Add +409.1% 22,400 $6.4M
CIBC Asset Management Inc 0.02% Reduce -3.1% 22,104 $6.4M
Mutual of America Capital Management LLC 0.07% Reduce -4.2% 22,067 $6.3M
Clarity Financial LLC 0.95% Add +780.1% 22,019 $6.3M
Public Sector Pension Investment Board 0.04% Add +17.4% 21,963 $6.3M
MML Investors Services, LLC 0.03% Add +10.1% 21,896 $6.3M
Sarasin & Partners LLP 0.06% Add +9.2% 21,846 $6.3M
Rafferty Asset Management, LLC 0.02% Add +15.2% 21,827 $6.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.6% 21,797 $6.3M
Ellsworth Advisors, LLC 1.75% Add +5.6% 21,762 $6.3M
Capital Investment Advisors, LLC 0.14% Reduce -0.5% 21,651 $6.2M
Eastover Investment Advisors LLC 2.96% Add +1.2% 21,713 $6.2M
Aptus Capital Advisors, LLC 0.12% Add +25.7% 21,286 $6.1M
APG Asset Management N.V. 0.01% Reduce -67.5% 22,786 $6.1M
MassMutual Private Wealth & Trust, FSB 0.18% Add +15.6% 20,566 $5.9M
QRG Capital Management, Inc. 0.07% Add +6.8% 20,459 $5.9M
Cibc World Markets Corp. 0.04% Reduce -68.7% 20,399 $5.9M
Hilton Capital Management, LLC 0.49% Add +5.8% 20,112 $5.8M
TCW Group Inc. 0.05% Add +0.6% 20,071 $5.8M
Northwest Bancshares, Inc. 0.98% Add +0.6% 20,048 $5.8M
PNC Financial Services Group, Inc. 0.00% Reduce -6.9% 19,757 $5.7M
Rockefeller Capital Management L.P. 0.02% Add +3.6% 19,702 $5.7M
Metis Global Partners, LLC 0.19% Add +3.9% 19,674 $5.7M
Creative Planning 0.01% Reduce -1.5% 19,435 $5.6M
Thompson Siegel & Walmsley LLC 0.09% Add +66.7% 19,250 $5.5M
Advocate Group LLC 1.11% Reduce -0.7% 19,113 $5.5M
U.S. Capital Wealth Advisors, LLC 0.21% Add +0.2% 18,996 $5.5M
1834 Investment Advisors Co. 0.66% Add +2.3% 18,917 $5.4M
Kingfisher Capital LLC 1.28% Reduce -0.7% 18,852 $5.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +61.7% 18,584 $5.3M
Pring Turner Capital Group Inc. 3.62% Add +1.2% 18,026 $5.2M
Holocene Advisors, LP 0.02% No change 17,999 $5.2M
Asset Planning Services Inc. /La/ 2.73% Add +3.6% 17,978 $5.2M
Dean Investment Associates, LLC 0.72% Reduce -5.2% 17,564 $5.1M
Te Ahumairangi Investment Management Ltd 0.97% Reduce -4.7% 17,552 $5.0M
Synergy Asset Management, LLC 0.79% Add +87.0% 17,449 $5.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 16,912 $4.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.2% 16,755 $4.8M
Bank of Nova Scotia 0.01% Reduce -16.3% 16,646 $4.8M
Knights of Columbus Asset Advisors LLC 0.30% New 16,237 $4.7M
Siemens Fonds Invest GmbH 0.34% Add +0.4% 15,937 $4.6M
Arrowstreet Capital, Limited Partnership 0.00% New 15,837 $4.6M
Trajan Wealth LLC 0.29% Add +1.9% 15,712 $4.5M
Elo Mutual Pension Insurance Co 0.10% Add +7.1% 15,486 $4.5M
Mackenzie Financial Corp. 0.01% Reduce -21.1% 14,884 $4.3M
FORA Capital, LLC 0.52% Reduce -21.8% 14,813 $4.3M
Fuller & Thaler Asset Management, Inc. 0.02% Add +5.6% 14,635 $4.2M
Ethic Inc. 0.10% Add +14.9% 14,339 $4.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -63.2% 14,289 $4.1M
Pensionfund Sabic 1.19% Add +3.7% 14,013 $4.0M
Investment Management Corp of Ontario 0.11% Add +6.9% 13,967 $4.0M
Colonial Trust Advisors 0.38% Add +2.8% 13,854 $4.0M
Captrust Financial Advisors 0.01% Reduce -64.6% 13,848 $4.0M
Ieq Capital, LLC 0.05% Add +7.3% 13,695 $3.9M
Mercer Global Advisors Inc. 0.01% Add +2.7% 12,363 $3.9M
Oregon Public Employees Retirement Fund 0.08% Add +0.7% 13,585 $3.9M
Exencial Wealth Advisors, LLC 0.15% Reduce -11.3% 13,519 $3.9M
Tower Research Capital LLC (TRC) 0.07% Add +120.7% 13,431 $3.9M
O'shaughnessy Asset Management, LLC 0.04% Add +14.3% 13,316 $3.8M
Gulf International Bank (UK) Ltd 0.09% No change 13,051 $3.8M
Candriam S.C.A. 0.02% Add +4.5% 13,020 $3.7M
Norinchukin Bank, The 0.11% Reduce -2.0% 12,833 $3.7M
Concentric Wealth Management, LLC 0.94% Add +3.6% 12,499 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.8% 12,475 $3.6M
Cape Cod Five Cents Savings Bank 0.34% Add +3.3% 12,344 $3.6M
Mizuho Securities USA LLC 0.08% New 12,196 $3.5M
Maryland State Retirement & Pension System 0.06% No change 12,194 $3.5M
Vanderbilt University 0.72% Add +20.4% 11,927 $3.4M
Kentucky Retirement Systems 0.10% Reduce -0.8% 11,918 $3.4M
Nordea Investment Management AB 0.00% Add +4.5% 11,740 $3.4M
Pathstone Holdings, LLC 0.02% Add +6.9% 11,658 $3.4M
First Nebraska Trust Co 0.35% Add +68.8% 11,645 $3.3M
Cibc World Market Inc. 0.01% Reduce -80.3% 11,544 $3.3M
Hantz Financial Services, Inc. 0.06% Reduce -4.2% 11,511 $3.3M
Gotham Asset Management 0.04% Add +55.8% 11,487 $3.3M
MBB Public Markets I LLC 0.07% New 11,460 $3.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.10% New 11,239 $3.2M
Integrated Wealth Concepts LLC 0.04% Add +1.2% 11,152 $3.2M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 11,000 $3.2M
Advisors Asset Management, Inc. 0.06% Reduce -1.9% 10,975 $3.2M
Keybank National Association 0.01% Add +0.7% 10,930 $3.1M
Naviter Wealth, LLC 0.47% Add +6.6% 10,876 $3.1M
Beacon Pointe Advisors, LLC 0.04% Add +4.4% 10,815 $3.1M
Gould Capital, LLC 2.18% Reduce -0.1% 10,737 $3.1M
Clare Market Investments LLC 0.86% Add +10.1% 10,674 $3.1M
Chatham Capital Group, Inc. 0.53% Reduce -6.9% 10,630 $3.1M
Avantax Advisory Services, Inc. 0.02% Add +54.4% 10,532 $3.0M
Sigma Investment Counselors Inc. 0.19% Add +1.2% 10,360 $3.0M
Slagle Financial, LLC 1.51% Add +11.5% 10,225 $2.9M
Hartford Investment Management Co. 0.10% Reduce -0.9% 10,124 $2.9M
Vanguard Personalized Indexing Management, LLC 0.06% Add +9.5% 10,154 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% Add +98.9% 10,054 $2.9M
LYNX Capital Group Ltd. 1.99% Reduce -0.0% 9,980 $2.9M
Nicola Wealth Management LTD. 0.26% New 7,250 $2.9M
Vident Advisory, LLC 0.08% Reduce -57.9% 9,858 $2.8M
Quantinno Capital Management LP 0.05% Add +18.8% 9,800 $2.8M
Trilogy Capital Inc. 0.15% Add +6.7% 9,797 $2.8M
Ostrum Asset Management 0.24% Add +14.7% 9,705 $2.8M
Paralel Advisors LLC 0.13% New 9,500 $2.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -61.9% 9,363 $2.7M
Wealthfront Advisers LLC 0.01% Add +46.1% 9,296 $2.7M
SteelPeak Wealth, LLC 0.13% Reduce -10.1% 9,214 $2.7M
Azimuth Capital Investment Management LLC 0.11% Add +5.4% 9,136 $2.6M
Versor Investments LP 0.48% Add +136.6% 9,126 $2.6M
Forte Capital LLC 0.32% Reduce -3.7% 9,104 $2.6M
Securian Asset Management, Inc. 0.08% Reduce -2.3% 9,074 $2.6M
Fairhaven Wealth Management, LLC 0.86% Add +1.7% 9,050 $2.6M
Systematic Alpha Investments, LLC 0.10% No change 9,030 $2.6M
Crossmark Global Holdings, Inc. 0.05% Add +0.1% 9,027 $2.6M
Spirit of America Management Corp. 0.52% No change 8,975 $2.6M
D.A. Davidson & Co. 0.02% Reduce -2.8% 8,921 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -3.3% 8,900 $2.6M
Stiles Financial Services Inc 0.98% Add +8.4% 8,869 $2.6M
Tidal Investments LLC 0.03% Reduce -85.8% 8,740 $2.5M
Susquehanna Fundamental Investments, LLC 0.06% Reduce -25.9% 8,604 $2.5M
Los Angeles Capital Management LLC 0.01% Reduce -22.0% 8,545 $2.5M
Quantbot Technologies LP 0.12% Add +177.6% 8,463 $2.4M
Rodgers Brothers Inc. 0.33% No change 8,385 $2.4M
Brown Advisory Inc. 0.00% Reduce -4.0% 8,362 $2.4M
Procyon Advisors, LLC 0.18% Add +3.9% 8,361 $2.4M
XML Financial, LLC 0.24% Add +10.7% 8,336 $2.4M
Johnson Financial Group, Inc. 0.12% Add +172.5% 8,293 $2.4M
Savant Capital, LLC 0.02% Add +342.5% 8,284 $2.4M
Glenmede Trust Co. NA 0.01% Reduce -37.5% 8,281 $2.4M
PEAK6 Investments LLC 0.11% Add +56.2% 8,275 $2.4M
Benjamin F. Edwards & Company, Inc. 0.04% Add +10.1% 8,248 $2.4M
Oppenheimer & Co. Inc. 0.04% Add +5.7% 8,217 $2.4M
Swiss Life Asset Management Ltd 0.03% Add +63.2% 8,158 $2.3M
Rathbones Group PLC 0.01% Add +7.3% 8,115 $2.3M
Caption Management, LLC 0.25% New 8,000 $2.3M
New Mexico Educational Retirement Board 0.08% No change 7,965 $2.3M
First National Bank of Mount Dora, Trust Investment Services 0.55% Add +59.2% 7,951 $2.3M
L & S Advisors Inc 0.29% New 7,937 $2.3M
JGP Wealth Management, LLC 0.31% Reduce -3.8% 7,625 $2.2M
Sanctuary Advisors, LLC 0.02% — 8,488 $2.2M
Regions Financial Corp. 0.02% Add +0.6% 7,571 $2.2M
Merit Financial Group, LLC 0.05% Add +59.0% 7,477 $2.2M
Bell Bank 0.18% No change 7,408 $2.1M
Allworth Financial LP 0.01% Reduce -0.3% 6,986 $2.1M
Entropy Technologies, LP 0.23% Add +24.3% 7,316 $2.1M
E. Ohman J:or Asset Management AB 0.05% Add +11.9% 7,050 $2.0M
Texas Yale Capital Corp. 0.10% Reduce -11.2% 6,972 $2.0M
Prudential PLC 0.01% Reduce -58.3% 6,952 $2.0M
Orion Porfolio Solutions, LLC 0.02% Add +8.4% 6,920 $2.0M
Orion Portfolio Solutions, LLC 0.02% Add +8.4% 6,920 $2.0M
Petredis Investment Advisors LLC 0.22% Reduce -0.7% 6,832 $2.0M
Rowlandmiller & Partners.adv 0.43% Reduce -0.6% 6,787 $2.0M
GYL Financial Synergies, LLC 0.15% Add +9.8% 6,721 $1.9M
Rakuten Investment Management, Inc. 0.01% Add +58.3% 6,734 $1.9M
Bristlecone Advisors, LLC 0.16% New 6,705 $1.9M
Edgestream Partners, L.P. 0.09% New 6,566 $1.9M
Jones Financial Companies LLLP 0.00% Add +530.0% 6,527 $1.9M
Credit Agricole S A 0.01% Reduce -32.8% 6,464 $1.9M
Old Port Advisors 0.55% Add +0.8% 6,422 $1.8M
Saturna Capital Corp. 0.02% Reduce -18.9% 6,338 $1.8M
Thoroughbred Financial Services, LLC 0.12% Add +93.7% 6,314 $1.8M
Vinva Investment Management Ltd 0.09% Add +8.0% 6,333 $1.8M
Midwest Professional Planners, LTD. 0.60% Add +2.2% 6,203 $1.8M
Capital Management Associates, Inc 1.07% No change 6,143 $1.8M
LDR Capital Management LLC 2.13% Reduce -8.4% 6,123 $1.8M
Capital Group Private Client Services, Inc. 0.02% Reduce -1.6% 6,095 $1.8M
Inceptionr LLC 0.49% New 6,076 $1.7M
Sawyer & Company, Inc 0.69% Add +9.5% 6,004 $1.7M
Plato Investment Management Ltd 0.16% Reduce -2.2% 5,993 $1.7M
Werlinich Asset Management, LLC 1.07% Add +1.2% 5,995 $1.7M
Atria Investments, Inc 0.02% Add +3.9% 5,954 $1.7M
Sequoia Financial Advisors, LLC 0.02% Add +22.3% 5,932 $1.7M
Ashton Thomas Private Wealth, LLC 0.09% Add +0.2% 5,911 $1.7M
Baron Capital (BAMCO) 0.00% Reduce -47.2% 5,800 $1.7M
First Manhattan Co. Llc. 0.01% Add +5.5% 5,723 $1.6M
Stableford Capital II LLC 0.64% Reduce -0.3% 5,274 $1.6M
Cascade Investment Advisors, Inc. 1.10% Reduce -3.2% 5,649 $1.6M
Oppenheimer Asset Management Inc. 0.02% Add +0.9% 5,578 $1.6M
Middleton & Co. Inc. 0.19% Reduce -11.5% 5,555 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +8.2% 5,537 $1.6M
OMERS ADMINISTRATION Corp 0.02% New 5,510 $1.6M
Bangor Savings Bank 0.16% Add +2.0% 5,466 $1.6M
Castle Hook Partners LP 0.05% New 5,423 $1.6M
Allen Wealth Management, LLC 1.39% Add +5.9% 5,422 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -15.2% 5,404 $1.6M
Praxis Investment Management Inc. 0.11% No change 5,990 $1.6M
Colonial Trust Co / SC 0.27% Add +10.1% 5,391 $1.6M
Fortis Group Advisors, LLC 0.31% Add +53610.0% 5,371 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Add +53.2% 5,295 $1.5M
GeoWealth Management, LLC 0.07% Add +5.4% 5,274 $1.5M
Kornitzer Capital Management Inc. 0.03% No change 5,200 $1.5M
Weaver Capital Management LLC 0.48% Add +47.8% 5,176 $1.5M
Private Advisor Group, LLC 0.01% Add +13.4% 5,161 $1.5M
Diligent Investors, LLC 0.37% Reduce -0.4% 5,151 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -2.3% 5,101 $1.5M
Acadian Asset Management LLC 0.00% New 5,078 $1.5M
Twin Capital Management Inc. 0.17% Add +4.1% 5,070 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +1.3% 5,054 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 5,034 $1.4M
Gifford Fong Associates 0.38% No change 5,000 $1.4M
Columbia Asset Management 0.26% Add +17.8% 4,925 $1.4M
WD Rutherford LLC 0.71% Add +4.3% 4,920 $1.4M
Azzad Asset Management Inc. 0.17% Add +3.0% 4,916 $1.4M
Plimoth Trust Co. LLC 0.38% Reduce -2.3% 4,908 $1.4M
Horizon Investments, LLC 0.04% Reduce -1.3% 4,867 $1.4M
Wambolt & Associates, LLC 0.40% Add +6.6% 4,904 $1.4M
Mutual Advisors, LLC 0.04% Add +15.9% 4,549 $1.4M
Summit Global Investments 0.10% Add +0.9% 4,783 $1.4M
Parallax Volatility Advisers, L.P. 0.04% Add +1275.4% 4,745 $1.4M
iA Global Asset Management Inc. 0.03% Reduce -13.8% 4,724 $1.4M
Inspire Investing, LLC 0.16% Add +161.6% 4,709 $1.4M
KCM Investment Advisors LLC 0.05% Reduce -12.7% 4,704 $1.4M
Campbell & CO Investment Adviser LLC 0.11% Reduce -22.9% 4,652 $1.3M
Columbia Bank 0.51% Add +2.9% 4,598 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.6% 4,588 $1.3M
Lockheed Martin Investment Management Co. 0.08% Reduce -38.0% 4,550 $1.3M
Cornerstone Advisors, LLC 0.05% Reduce -13.5% 4,500 $1.3M
Ossiam 0.02% Reduce -15.2% 4,493 $1.3M
Sage Capital Management, LLC 0.67% Add +0.7% 4,442 $1.3M
Laurion Capital Management LP 0.04% Add +26.2% 4,417 $1.3M
Brevan Howard Capital Management LP 0.09% Add +42.7% 4,400 $1.3M
Columbus Macro, LLC 0.48% Reduce -2.6% 4,351 $1.3M
Lindenwold Advisors, INC 0.67% Add +0.2% 4,356 $1.3M
Sheaff Brock Investment Advisors, LLC 0.12% Reduce -5.1% 4,355 $1.3M
Ritholtz Wealth Management 0.04% Reduce -2.9% 4,314 $1.2M
Hancock Whitney Corp. 0.04% Reduce -2.4% 4,280 $1.2M
Arbor Capital Management Inc. 1.13% Reduce -0.4% 4,345 $1.2M
WBH Advisory Inc. 0.12% Reduce -0.0% 4,274 $1.2M
Concurrent Investment Advisors, LLC 0.04% Reduce -18.1% 4,270 $1.2M
Haverford Trust Co 0.01% Add +8.4% 4,252 $1.2M
Assetmark, Inc. 0.00% Reduce -0.3% 4,251 $1.2M
Dynamic Advisor Solutions LLC 0.04% Add +13.2% 4,251 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -62.4% 4,201 $1.2M
First Trust Direct Indexing L.P. 0.07% Add +36.9% 4,187 $1.2M
Banque Cantonale Vaudoise 0.05% Reduce -12.6% 4,180 $1.2M
Assenagon Asset Management S.A. 0.00% Add +0.9% 4,174 $1.2M
Formidable Asset Management, LLC 0.19% Add +5.3% 4,149 $1.2M
RB Capital Management, LLC 0.32% Reduce -0.3% 4,148 $1.2M
Commerzbank Aktiengesellschaft 0.04% Add +35.4% 4,129 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +6.5% 4,112 $1.2M
Robertson Stephens Wealth Management, LLC 0.06% Add +101.7% 4,101 $1.2M
Synovus Financial Corp. 0.02% Reduce -0.5% 4,068 $1.2M
NEOS Investment Management LLC 0.05% Add +32.9% 4,024 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.08% No change 4,000 $1.2M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -1.1% 3,946 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.9% 3,915 $1.1M
Buckingham Strategic Wealth, LLC 0.01% Add +5.7% 3,882 $1.1M
Wolverine Trading, LLC 0.02% New 3,874 $1.1M
Snowden Capital Advisors LLC 0.03% Add +3.4% 3,850 $1.1M
StoneX Group Inc. 0.09% Add +16.9% 3,849 $1.1M
Moneta Group Investment Advisors LLC 0.02% Add +1.5% 3,837 $1.1M
J. Safra Sarasin Holding AG 0.02% — 3,830 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +1.5% 3,822 $1.1M
Highview Capital Management LLC 0.45% Add +6.0% 3,787 $1.1M
Quantitative Investment Management, LLC 0.12% Add +163.2% 3,782 $1.1M
Kestra Private Wealth Services, LLC 0.02% Add +2.0% 3,704 $1.1M
ICW Investment Advisors LLC 0.48% Reduce -1.4% 3,685 $1.1M
Westpac Banking Corp. 0.08% Add +12.8% 3,673 $1.1M
Rogco, LP 0.43% Reduce -3.8% 3,639 $1.0M
Sumitomo Life Insurance Co. 0.02% Reduce -11.0% 3,615 $1.0M
Paloma Partners Management Co 0.11% Add +7574.5% 3,607 $1.0M
Wedbush Securities Inc. 0.04% Add +31.5% 3,595 $1.0M
Meeder Advisory Services, Inc. 0.07% Add +107.2% 3,543 $1.0M
Federation des caisses Desjardins du Quebec 0.01% Add +159.0% 3,525 $1.0M
Spinnaker Trust 0.06% Reduce -91.2% 3,518 $1.0M
Alaethes Wealth, LLC 0.42% Add +9.2% 3,517 $1.0M
Romano Brothers and Company 0.14% Reduce -0.3% 3,499 $1.0M
Pekin Hardy Strauss, Inc. 0.14% Reduce -0.5% 3,437 $989K
Founders Financial Securities LLC 0.09% Reduce -1.7% 3,401 $978K
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -4.5% 3,396 $977K
Regatta Capital Group, LLC 0.21% Add +3.9% 3,366 $968K
Donald L. Hagan, LLC 0.51% Add +13.7% 3,363 $967K
Convergence Investment Partners, LLC 0.28% Reduce -3.1% 3,357 $966K
Impact Partnership Wealth, LLC 0.25% Add +47.8% 3,328 $957K
Hendershot Investments Inc. 0.14% Reduce -7.3% 3,327 $957K
United Community Bank 0.39% Reduce -5.2% 3,315 $954K
Lido Advisors, LLC 0.01% Add +16.0% 3,314 $953K
Hummer Financial Advisory Services Inc 0.81% Reduce -5.8% 3,244 $933K
Maltin Wealth Management, Inc. 0.49% Reduce -3.7% 3,202 $921K
Independent Financial Group, LLC 0.04% Reduce -0.6% 3,169 $912K
TD Waterhouse Canada Inc. 0.01% Add +4.5% 3,212 $909K
Two Sigma Investments, LP 0.00% Add +83.2% 3,119 $897K
Bragg Financial Advisors, Inc 0.04% Reduce -13.2% 3,116 $896K
One Capital Management, LLC 0.03% New 3,111 $895K
Cumberland Partners Ltd 0.06% New 3,100 $892K
Avidian Wealth Enterprises, LLC 0.04% Add +11.0% 3,097 $891K
Park Avenue Securities LLC 0.01% Reduce -3.7% 3,074 $884K
AE Wealth Management LLC 0.01% Add +28.2% 3,065 $882K
Penserra Capital Management LLC 0.01% Add +10.3% 3,039 $874K
Segment Wealth Management, LLC 0.06% Add +6.0% 3,028 $871K
Vontobel Holding Ltd. 0.00% New 3,015 $867K
Sterling Investment Advisors, Ltd. 0.23% No change 2,975 $856K
Family Legacy, Inc. 0.31% Add +2.7% 2,963 $852K
Hartline Investment Corp./ 0.11% New 2,950 $849K
Waddell & Associates, LLC 0.11% Add +53.9% 2,935 $844K
Integrated Advisors Network LLC 0.04% Reduce -2.3% 2,912 $838K
Natixis 0.01% New 2,906 $836K
Capital International, Inc. 0.01% Reduce -2.2% 2,899 $834K
Blair William & Co. 0.00% Reduce -5.3% 2,886 $830K
Silverlake Wealth Management LLC 0.34% Reduce -4.7% 2,867 $825K
Donoghue Forlines LLC 0.23% Add +16.2% 2,817 $810K
Conning Inc. 0.03% Reduce -69.1% 2,816 $810K
Focus Partners Wealth 0.00% Add +32.1% 2,812 $809K
Townsquare Capital LLC 0.01% Add +11.8% 2,792 $803K
Pavion Blue Capital, LLC 0.39% No change 2,788 $802K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.2% 2,776 $799K
EP Wealth Advisors, LLC 0.01% Add +20.4% 2,747 $790K
Engineers Gate Manager LP 0.02% Reduce -81.8% 2,742 $789K
Capital Advisory Group Advisory Services, LLC 0.33% Add +7.5% 2,720 $782K
HB Wealth Management, LLC 0.01% Add +85.9% 2,697 $776K
Capstone Investment Advisors, LLC 0.03% Reduce -3.6% 2,651 $763K
Gold Investment Management Ltd. 0.32% Reduce -2.2% 2,650 $762K
Qtron Investments LLC 0.11% No change 2,648 $762K
CIC Wealth, LLC 0.21% Reduce -7.2% 2,642 $760K
IFP Advisors, Inc 0.03% Add +12.1% 2,641 $760K
MAI Capital Management 0.01% Add +84.8% 2,615 $752K
Bessemer Group Inc. 0.00% Add +9.6% 2,615 $752K
DAVENPORT & Co LLC 0.00% Add +1.3% 2,607 $750K
Cape Ann Savings Bank 0.46% Add +0.8% 2,585 $744K
Sompo Asset Management Co., Ltd. 0.13% Reduce -37.8% 2,580 $742K
American Assets Capital Advisers, LLC 0.23% No change 2,579 $742K
First Foundation Advisors 0.03% Reduce -7.7% 2,541 $731K
Jump Financial, LLC 0.01% Reduce -31.5% 2,536 $729K
Profund Advisors LLC 0.03% Add +2.7% 2,517 $724K
Elevation Wealth Partners, LLC 0.34% No change 2,511 $722K
Mechanics Financial Corp 0.36% Add +3.1% 2,461 $708K
Hartford Funds Management Co LLC 0.07% Add +16.2% 2,430 $699K
Dearborn Partners LLC 0.03% Reduce -5.3% 2,418 $696K
Loudon Investment Management, LLC 0.41% No change 2,400 $690K
Frank, Rimerman Advisors LLC 0.05% Add +34085.7% 2,393 $688K
Ar Asset Management Inc. 0.17% No change 2,388 $687K
Montecito Bank & Trust 0.14% Reduce -0.2% 2,378 $684K
TFG Advisers LLC 0.27% Add +0.1% 2,378 $684K
Global Retirement Partners, LLC 0.02% Reduce -12.3% 2,366 $680K
NewEdge Wealth, LLC 0.01% Reduce -0.7% 2,358 $678K
Berkeley Capital Partners, LLC 0.20% Add +2.9% 2,354 $677K
Busey Bank 0.02% Reduce -9.5% 2,317 $666K
Empowered Funds, LLC 0.01% Add +13.2% 2,310 $664K
Swisher Financial Concepts, Inc. 0.67% Add +1.7% 2,328 $664K
Nomura Holdings Inc. 0.00% Add +81.1% 2,287 $658K
Principal Securities, Inc. 0.02% Add +7.3% 2,282 $656K
Illinois Municipal Retirement Fund 0.01% Reduce -45.0% 2,279 $656K
Balyasny Asset Management L.P. 0.00% Reduce -79.0% 2,277 $655K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -14.9% 2,245 $646K
Evercore Wealth Management, LLC 0.01% Reduce -0.1% 2,236 $643K
Werba Rubin Papier Wealth Management 0.18% Add +0.1% 2,215 $637K
Prospera Financial Services Inc 0.02% Add +2.4% 2,198 $632K
Buck Wealth Strategies, LLC 0.19% Reduce -87.8% 2,191 $630K
Inspire Advisors, LLC 0.08% Add +4.0% 2,187 $629K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.1% 2,185 $628K
Checchi Capital Advisers, LLC 0.05% Reduce -5.6% 2,176 $626K
Smithbridge Asset Management Inc. 0.13% Reduce -13.4% 2,146 $617K
Retirement Planning Co of New England, Inc. 0.33% Reduce -1.5% 2,139 $615K
Atlas Brown,Inc. 0.22% Add +0.1% 2,124 $611K
Linscomb Wealth, Inc. 0.03% Reduce -4.3% 2,115 $608K
Kingswood Wealth Advisors, LLC 0.05% Add +12.6% 2,101 $604K
Guidance Capital, Inc. 0.20% Add +9.6% 2,037 $603K
Benjamin Edwards Inc. 0.12% Reduce -44.1% 2,084 $600K
Brighton Jones LLC 0.02% Add +35.4% 2,079 $598K
Great Valley Advisor Group, Inc. 0.02% Add +1.4% 2,069 $595K
Abn Amro Investment Solutions 0.01% New 2,062 $593K
Advisors Capital Management, LLC 0.01% No change 2,050 $590K
Clarius Group, LLC 0.04% Reduce -4.0% 2,037 $586K
Horst & Graben Wealth Management LLC 0.11% No change 2,013 $579K
Caprock Group, LLC 0.02% Add +35.4% 2,010 $578K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +33.3% 2,000 $575K
Centiva Capital, LP 0.03% Reduce -60.6% 1,995 $574K
Harbour Investments, Inc. 0.02% Add +4.2% 1,982 $570K
Prudent Man Advisors, LLC 0.20% Add +5.7% 1,978 $569K
Raymond James Trust N.A. 0.01% Reduce -9.5% 1,972 $567K
NorthRock Partners, LLC 0.02% Add +0.9% 1,963 $565K
Parallel Advisors, LLC 0.01% Reduce -1.7% 1,961 $564K
J.W. Cole Advisors, Inc. 0.03% Add +3.4% 1,956 $563K
Trivium Point Advisory, LLC 0.08% New 1,948 $560K
STAR Financial Bank 0.43% Reduce -11.0% 1,948 $560K
Foundations Investment Advisors, LLC 0.01% Add +4.3% 1,946 $560K
Campion Asset Management 0.44% No change 1,945 $559K
Liberty Wealth Management LLC 0.10% New 6,226 $554K
XTX Topco Ltd 0.05% Add +173.3% 1,905 $548K
Farther Finance Advisors, LLC 0.03% Add +138.6% 1,930 $547K
Arrow Financial Corp 0.05% No change 1,900 $547K
Ramirez Asset Management, Inc. 0.11% No change 1,899 $546K
Strategic Financial Services, Inc. 0.03% No change 1,895 $545K
Cullen Capital Management, LLC 0.01% No change 1,891 $544K
Signet Financial Management, LLC 0.07% Reduce -1.5% 1,885 $542K
Exchange Traded Concepts, LLC 0.01% Reduce -2.1% 1,868 $537K
Burford Brothers, Inc. 0.31% Add +13.9% 1,857 $534K
WealthPLAN Partners, LLC 0.06% Reduce -0.3% 1,848 $532K
Biltmore Wealth Management, LLC 0.23% Reduce -6.2% 1,846 $531K
Trust Co 0.07% Add +61.8% 1,833 $527K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -3.3% 1,812 $521K
Laffer Tengler Investments, Inc. 0.14% Reduce -73.3% 1,806 $519K
Whittier Trust Co. 0.01% Reduce -10.4% 1,789 $515K
Sara-Bay Financial 0.21% Add +0.8% 1,768 $509K
Two Sigma Securities, LLC 0.02% New 1,755 $505K
Harvest Portfolios Group Inc. 0.02% Add +10.4% 1,752 $504K
Forvis Mazars Wealth Advisors, LLC 0.01% New 1,743 $501K
Greenleaf Trust 0.00% Reduce -0.1% 1,729 $497K
Summit Asset Management, LLC 0.06% No change 1,720 $495K
Jacobi Capital Management LLC 0.04% Reduce -1.4% 1,717 $494K
PFG Advisors 0.03% Add +11.5% 1,714 $493K
HighPoint Advisor Group LLC 0.03% Add +14.4% 1,616 $492K
Global Wealth Management Investment Advisory, Inc. 0.11% Add +6.2% 1,710 $492K
Coldstream Capital Management Inc. 0.01% Add +7.6% 1,705 $490K
CTC Alternative Strategies, Ltd. 0.21% New 1,700 $489K
Winmill & Co. Inc. 0.17% No change 1,700 $489K
Pasadena Private Wealth, LLC 0.11% Reduce -5.9% 1,698 $488K
Wesbanco Bank Inc. 0.02% New 1,687 $485K
Prime Capital Investment Advisors, LLC 0.01% Add +1.7% 1,684 $484K
Doliver Advisors, LP 0.14% Add +2.1% 1,683 $484K
Berger Financial Group, Inc 0.04% Reduce -5.7% 1,673 $481K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.8% 1,664 $479K
Advisory Services Network, LLC 0.01% Reduce -15.2% 1,663 $478K
TD Private Client Wealth LLC 0.01% Add +2.9% 1,656 $476K
OneDigital Investment Advisors LLC 0.01% Add +9.6% 1,655 $476K
Choreo, LLC 0.01% New 1,679 $476K
Carnegie Investment Counsel 0.01% Reduce -14.1% 1,647 $474K
Cigna Investments Inc. 0.09% Reduce -1.0% 1,639 $471K
Schechter Investment Advisors, LLC 0.04% Add +4.9% 1,629 $469K
Blue Fin Capital, Inc. 0.09% No change 1,594 $459K
Summit Financial, LLC 0.02% Add +32.9% 1,589 $457K
Jefferies Financial Group Inc. 0.01% New 1,576 $453K
Gryphon Financial Partners LLC 0.07% Reduce -0.5% 1,575 $453K
Krane Funds Advisors LLC 0.02% Reduce -1.1% 1,552 $446K
Chesley Taft & Associates LLC 0.02% No change 1,540 $443K
AlphaQuest LLC 0.06% Reduce -75.4% 1,537 $442K
Freedom Investment Management, Inc. 0.04% Add +6.5% 1,520 $437K
Heartland Bank & Trust Co 0.25% Add +4.5% 1,510 $434K
Wolverine Asset Management LLC 0.04% Reduce -3.0% 1,508 $434K
Naples Global Advisors, LLC 0.04% Add +8.3% 1,508 $434K
Arkadios Wealth Advisors 0.03% New 1,506 $433K
Hoylecohen, LLC 0.03% Reduce -3.1% 1,506 $433K
Chesapeake Wealth Management 0.16% Add +8.0% 1,505 $433K
FJ Capital Management LLC 0.05% New 1,504 $433K
White Pine Capital LLC 0.16% Add +2.4% 1,502 $432K
Mechanics Bank Trust Department 0.06% No change 1,502 $432K
Liberty Mutual Group Asset Management Inc. 0.06% Reduce -83.9% 1,481 $426K
Cornerstone Advisory, LLC 0.06% Add +1.4% 1,480 $426K
Motco 0.03% Add +21.5% 1,477 $425K
Hamilton Capital Partners Inc. 0.05% New 1,476 $425K
IVC Wealth Advisors LLC 0.24% Add +11.6% 1,465 $421K
Stonegate Investment Group, LLC 0.01% Reduce -9.2% 1,459 $420K
Brookstone Capital Management 0.01% Add +10.1% 1,345 $417K
Main Line Retirement Advisors, LLC 0.32% Add +1.1% 1,444 $415K
Essex Financial Services, Inc. 0.03% Add +26.9% 1,319 $413K
Signaturefd, LLC 0.01% Add +13.9% 1,435 $413K
Mirador Capital Partners LP 0.08% Add +0.1% 1,434 $413K
Wellington Wealth Strategies, LLC. 1.72% New 1,427 $411K
Eagle Harbor Asset Management Inc. 0.43% Add +2.1% 1,411 $406K
CENTRAL TRUST Co 0.01% No change 1,409 $405K
Lederer & Associates Investment Counsel 0.29% No change 1,404 $404K
Everett Harris & Co. 0.01% No change 1,392 $400K
Mgo One Seven LLC 0.02% Reduce -10.2% 1,387 $399K
American Investment Services, Inc. 0.07% Reduce -23.5% 1,368 $394K
Quotient Wealth Partners, LLC 0.01% Add +66.8% 1,368 $394K
Equitable Holdings, Inc. 0.00% Reduce -2.7% 1,363 $392K
Summit Trail Advisors, LLC 0.01% Add +20.7% 1,343 $386K
Bartlett & Co. Wealth Management LLC 0.01% No change 1,336 $384K
Apollon Wealth Management, LLC 0.01% Add +5.9% 1,334 $384K
Morningstar Investment Management LLC 0.04% No change 1,328 $382K
Fifth Third Wealth Advisors LLC 0.03% New 1,326 $381K
Bleakley Financial Group, LLC 0.01% Add +6.8% 1,314 $378K
Simplicity Wealth,LLC 0.01% Add +7.2% 1,313 $378K
Bank Ozk 0.16% No change 1,310 $377K
Legacy Wealth Asset Management, LLC 0.11% Add +6.0% 1,306 $376K
Blodgett Wealth Advisors, LLC 0.32% No change 1,300 $374K
Advisory Alpha, LLC 0.01% Add +29.1% 1,291 $372K
Whitener Capital Management, Inc. 0.11% Add +0.4% 1,289 $371K
HUB Investment Partners, LLC 0.02% Reduce -8.8% 1,282 $369K
PFG Investments, LLC 0.03% Add +7.7% 1,280 $368K
True North Advisors, LLC 0.10% Add +20.3% 1,276 $367K
Systematic Portfolios LLC 2.47% New 1,237 $356K
Syon Capital LLC 0.03% Add +6.2% 1,236 $355K
Rise Advisors, LLC 0.19% Add +0.7% 1,233 $355K
Adell Harriman & Carpenter Inc. 0.03% No change 1,229 $354K
SPC Financial, Inc. 0.03% Add +14.0% 1,222 $352K
Argent Trust Co 0.02% Add +0.2% 1,210 $348K
Mather Group, Llc. 0.00% Add +8.8% 1,196 $347K
Nilsine Partners, LLC 0.05% Add +1.0% 1,205 $347K
W.H. Cornerstone Investments Inc. 0.24% Reduce -3.0% 1,200 $345K
Oxbow Advisors, LLC 0.04% No change 1,197 $344K
Fiduciary Financial Group, LLC 0.08% — 1,105 $338K
V-Square Quantitative Management LLC 0.05% Add +6.9% 1,174 $338K
Johnson Investment Counsel Inc. 0.00% No change 1,174 $338K
Clark Capital Management Group, Inc. 0.00% Add +0.7% 1,157 $333K
UMB Bank, n.a. 0.01% Reduce -22.1% 1,156 $333K
Intech Investment Management LLC 0.00% Reduce -69.1% 1,156 $333K
Baker Tilly Wealth Management, LLC 0.14% Add +9.3% 1,155 $332K
Connors Investor Services Inc. 0.03% No change 1,150 $331K
Ellevest, Inc. 0.02% New 1,145 $329K
Longfellow Investment Management Co. LLC 0.08% Add +0.7% 1,135 $326K
Second Line Capital, LLC 0.10% Add +0.5% 1,124 $323K
Aveo Capital Partners, LLC 0.04% Reduce -3.3% 1,119 $322K
Wealthspire Advisors, LLC 0.00% Add +24.6% 1,116 $321K
Pure Financial Advisors, LLC 0.01% Reduce -16.2% 1,116 $321K
Creekside Partners 0.18% — 1,114 $320K
G&S Capital LLC 0.14% Reduce -49.0% 1,058 $320K
GAMMA Investing LLC 0.04% Add +67.7% 1,107 $318K
Whalerock Point Partners, LLC 0.09% No change 1,105 $318K
IFG Advisory, LLC 0.02% New 1,101 $317K
Weaver Consulting Group 0.11% No change 1,092 $314K
Ridgecrest Wealth Partners, LLC 0.19% No change 1,086 $312K
Certified Advisory Corp 0.04% Add +0.1% 1,082 $311K
Mission Wealth Management, LP 0.01% Add +1.0% 1,077 $310K
Sovereign Financial Group, Inc. 0.08% Reduce -0.3% 1,072 $308K
Realta Investment Advisors 0.06% Add +29.7% 1,057 $304K
Monetary Management Group Inc. 0.08% No change 1,050 $302K
Albert D Mason Inc. 0.20% No change 1,049 $302K
Brooklyn Investment Group 0.13% No change 1,053 $302K
Quadrant Capital Group LLC 0.02% Add +10.9% 1,046 $301K
DMC Group, LLC 0.26% Reduce -9.1% 1,045 $301K
Intrua Financial, LLC 0.05% Reduce -11.1% 1,045 $301K
Jamison Private Wealth Management, Inc. 0.05% Add +0.4% 1,035 $298K
Bill Few Associates, Inc. 0.11% No change 1,034 $297K
Kovack Advisors, Inc. 0.03% Reduce -27.8% 1,029 $296K
Archer Investment Corp 0.09% No change 1,026 $295K
Florida Trust Wealth Management Co 0.01% Reduce -7.3% 1,024 $295K
AdvisorNet Financial, Inc 0.03% Reduce -10.4% 1,021 $294K
Sharper & Granite LLC 0.14% Reduce -5.2% 1,017 $293K
Bond & Devick Financial Network, Inc. 0.16% Add +0.5% 1,017 $292K
Axxcess Wealth Management, LLC 0.01% Reduce -46.9% 1,016 $292K
TRUE Private Wealth Advisors 0.03% Add +1.7% 1,005 $289K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -3.8% 1,004 $289K
Headinvest, LLC 0.06% No change 1,002 $288K
Lester Murray Antman dba SimplyRich 0.09% Reduce -2.2% 1,003 $288K
CIBC Private Wealth Group LLC 0.00% Reduce -4.2% 991 $288K
Etesian Wealth Advisors, Inc. 0.16% No change 1,000 $288K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.9% 997 $287K
Pitcairn Co. 0.02% Add +12.9% 980 $282K
Premier Path Wealth Partners, LLC 0.05% Add +40.4% 977 $281K
Proficio Capital Partners LLC 0.03% Reduce -83.3% 970 $279K
Commonwealth Financial Services, LLC 0.06% Add +1.9% 956 $278K
Shelton Capital Management 0.01% No change 964 $277K
Commons Capital, LLC 0.33% Add +10.2% 963 $277K
Investmark Advisory Group LLC 0.15% Add +0.4% 952 $274K
West Oak Capital, LLC 0.11% No change 952 $274K
Knollwood Investment Advisory, LLC 0.03% New 950 $273K
Landscape Capital Management, L.L.C. 0.02% Reduce -85.3% 944 $272K
TKG Advisors, LLC 0.15% Reduce -54.0% 940 $270K
Pallas Capital Advisors LLC 0.01% New 888 $270K
Transamerica Financial Advisors, LLC 0.03% No change 929 $268K
CoreCap Advisors, LLC 0.03% Reduce -19.1% 922 $265K
Trust Co. of Vermont 0.01% Reduce -16.7% 921 $265K
Cary Street Partners Investment Advisory LLC 0.01% New 917 $264K
Koshinski Asset Management, Inc. 0.02% New 906 $262K
Patrick M Sweeney & Associates, Inc. 0.21% Add +9.0% 909 $261K
Pinnacle Associates Ltd. 0.00% Add +12.3% 903 $260K
Fidelis Capital Partners, LLC 0.04% New 836 $259K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 898 $258K
IHT Wealth Management, LLC 0.01% Reduce -10.4% 897 $258K
Cadence Bank 0.02% No change 883 $254K
Blue Trust, Inc. 0.00% Add +402.9% 870 $252K
TNF LLC 0.09% No change 852 $252K
Lindbrook Capital, LLC 0.02% Add +3.9% 872 $251K
Avantax Planning Partners, Inc. 0.01% Add +0.7% 867 $249K
Stratos Wealth Advisors, LLC 0.01% New 859 $247K
Lauer Wealth, LLC 0.20% Reduce -31.2% 833 $247K
Investment Advisory Group, LLC 0.10% No change 856 $246K
Lake Street Advisors Group, LLC 0.01% Reduce -0.2% 851 $245K
Valeo Financial Advisors, LLC 0.01% New 851 $245K
Founders Capital Management 0.16% No change 850 $245K
Diversified Trust Co. 0.01% Add +22.5% 850 $245K
Independent Advisor Alliance 0.01% Add +7.2% 844 $243K
Schwallier Wealth Management LLC 0.20% Add +1.1% 842 $242K
Godsey & Gibb, Inc. 0.02% Add +3.0% 837 $241K
Cetera Trust Company, N.A 0.15% No change 830 $239K
BBJS Financial Advisors, LLC 0.09% Reduce -76.9% 829 $238K
Ameritas Advisory Services, LLC 0.01% Reduce -13.8% 828 $238K
Tiaa Trust, National Association 0.00% Add +11.8% 826 $238K
Insigneo Advisory Services, LLC 0.03% Reduce -13.5% 777 $236K
Excalibur Management Corp. 0.10% Add +2.3% 813 $234K
Ascentis Independent Advisors 0.05% — 808 $232K
Householder Group Estate & Retirement Specialist, LLC 0.07% Reduce -8.9% 809 $232K
Renaissance Group LLC 0.01% Add +6.8% 805 $232K
Successful Portfolios LLC 0.16% No change 804 $231K
Alexander Randolph Advisory, Inc. 0.22% No change 803 $231K
Searle & Co. 0.05% New 800 $230K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -22.3% 796 $229K
Gen-Wealth Partners Inc 0.11% Add +20.8% 796 $229K
S.A. Mason LLC 0.13% Add +8.6% 795 $229K
Reynders McVeigh Capital Management, LLC 0.01% No change 793 $228K
Andina Capital Management, LLC 0.17% Add +9.1% 791 $228K
Willow Creek Wealth Management Inc. 0.03% No change 789 $227K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.6% 784 $226K
Richwood Investment Advisors, LLC 0.20% Reduce -9.8% 774 $222K
Beverly Hills Private Wealth, LLC 0.05% Reduce -0.1% 771 $222K
Arkansas Financial Group, Inc. 0.04% No change 766 $220K
Petix & Botte Co 0.06% New 764 $220K
Payden & Rygel Investment Group 0.02% No change 760 $219K
Payden & Rygel 0.02% No change 760 $219K
Geneos Wealth Management Inc. 0.01% Add +0.1% 758 $218K
AlphaStar Capital Management, LLC 0.02% New 758 $218K
Vicus Capital 0.02% Reduce -8.5% 752 $216K
Focus Partners Advisor Solutions, LLC 0.01% Add +5.6% 751 $216K
Perigon Wealth Management, LLC 0.01% Add +7.7% 744 $214K
Schonfeld Strategic Advisors LLC 0.00% Reduce -68.3% 741 $213K
Merriman Wealth Management, LLC 0.01% No change 740 $213K
CX Institutional 0.01% Reduce -4.0% 739 $213K
Center for Financial Planning, Inc. 0.03% Add +15.7% 736 $212K
DDFG, Inc 0.07% New 736 $212K
Fermata Advisors, LLC 0.05% Reduce -9.3% 735 $212K
Capital Analysts, LLC 0.01% Reduce -0.7% 734 $211K
Lake Hills Wealth Management, LLC 0.15% Add +0.6% 732 $211K
Curtis Advisory Group, LLC 0.07% Reduce -2.8% 730 $210K
FinDec Wealth Services, Inc. 0.13% No change 729 $210K
Yoder Wealth Management, Inc. 0.14% Add +2.3% 727 $209K
Transcend Capital Advisors, LLC 0.02% New 726 $209K
Chicago Partners Investment Group LLC 0.01% New 684 $208K
Evergreen Capital Management LLC 0.01% Reduce -6.1% 721 $207K
M Holdings Securities, Inc. 0.03% New 721 $207K
NBW Capital LLC 0.04% Reduce -1.7% 712 $205K
Virtu Financial LLC 0.01% New 709 $204K
Bison Wealth, LLC 0.03% No change 699 $203K
Nebula Research & Development LLC 0.03% Reduce -84.2% 703 $202K
Pingora Partners LLC 0.14% No change 700 $201K
Trustmark Bank Trust Department 0.02% Reduce -0.3% 700 $201K
Forza Wealth Management, LLC 0.10% No change 698 $201K
Whittier Trust Co. of Nevada Inc. 0.01% Add +0.7% 697 $200K
Sentry Investment Management LLC 0.09% Reduce -17.0% 685 $197K
Private Trust Co. NA 0.02% Add +0.9% 661 $190K
Virtus Advisers, LLC 0.09% Reduce -79.8% 648 $186K
Silver Oak Securities, Incorporated 0.03% New 646 $186K
Sunbelt Securities, Inc. 0.02% No change 646 $186K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% New 645 $186K
Tobam 0.03% Reduce -37.3% 634 $182K
Atticus Wealth Management, LLC 0.06% Add +66.1% 618 $178K
Huntington National Bank 0.00% Add +22.9% 612 $176K
Centaurus Financial, Inc. 0.01% No change 603 $173K
Abich Financial Wealth Management LLC 0.12% Add +37.8% 594 $171K
Balefire, LLC 0.06% Reduce -65.0% 592 $170K
Creative Financial Designs Inc. 0.01% No change 575 $165K
Sound Income Strategies, LLC 0.01% Add +29.5% 566 $163K
SYSTM Wealth Solutions LLC 0.04% Reduce -4.0% 547 $157K
Plante Moran Financial Advisors, LLC 0.02% New 541 $156K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% No change 515 $148K
WASHINGTON TRUST Co 0.01% Add +2.8% 514 $148K
Covestor Ltd 0.10% Reduce -0.2% 511 $147K
Continuum Advisory, LLC 0.02% Reduce -10.8% 510 $147K
Northwest Bank & Trust Co 0.12% No change 506 $146K
Concourse Financial Group Securities, Inc. 0.01% Reduce -3.6% 503 $145K
Grove Bank & Trust 0.02% No change 500 $144K
Northwest Capital Management Inc 0.05% No change 496 $143K
Evermay Wealth Management LLC 0.02% Reduce -2.0% 494 $142K
Cromwell Holdings LLC 0.08% — 487 $140K
Janiczek Wealth Management, LLC 0.03% Reduce -7.6% 451 $130K
Sit Investment Associates Inc. 0.00% Reduce -6.3% 450 $129K
Pacific Capital Wealth Advisors, Inc. 0.02% No change 424 $122K
Farmers & Merchants Investments Inc. 0.00% No change 418 $120K
Silvant Capital Management LLC 0.01% No change 414 $119K
Ninepoint Partners LP 0.01% Add +6.2% 413 $119K
Hartford Financial Management Inc. 0.03% No change 412 $119K
Alta Advisers Ltd 0.06% No change 400 $115K
Painted Porch Advisors LLC 0.06% New 394 $113K
Pinnacle Bancorp, Inc. 0.03% No change 390 $112K
Simplex Trading, LLC 0.00% New 389 $111K
Avior Wealth Management, LLC 0.00% Reduce -34.9% 384 $111K
Global X Japan Co., Ltd. 0.02% New 376 $108K
JFS Wealth Advisors, LLC 0.01% Reduce -0.3% 363 $104K
HM Payson & Co. 0.00% No change 360 $104K
Hoertkorn Richard Charles 0.04% No change 357 $103K
Dynamic Wealth Strategies, LLC 0.09% Add +0.6% 343 $99K
Hanson & Doremus Investment Management 0.02% No change 339 $98K
Pacific Center for Financial Services 0.03% Reduce -60.2% 336 $97K
JNBA Financial Advisors 0.01% No change 321 $92K
Rosenberg Matthew Hamilton 0.03% Reduce -5.5% 311 $88K
Pinnacle Financial Partners Inc 0.00% No change 300 $87K
Parkside Financial Bank & Trust 0.01% Add +3.1% 301 $87K
Bank of New Hampshire 0.02% No change 293 $84K
Creekmur Asset Management LLC 0.02% Reduce -23.4% 279 $80K
Lanark Financial, Inc. 0.01% Add +426.4% 279 $80K
Spire Wealth Management 0.00% Reduce -42.7% 276 $80K
EverSource Wealth Advisors, LLC 0.01% Add +122.5% 267 $79K
Family Firm, Inc. 0.02% New 273 $79K
Centerpoint Advisors, LLC 0.03% No change 264 $76K
Bellevue Asset Management, LLC 0.04% No change 260 $75K
Scarborough Advisors, LLC 0.03% Add +0.8% 259 $75K
Arax Advisory Partners 0.01% Add +3500.0% 252 $73K
Clearstead Advisors, LLC 0.00% Reduce -16.6% 247 $71K
Carolinas Wealth Consulting LLC 0.01% Add +1.3% 243 $70K
Boyd Watterson Asset Management LLC 0.02% No change 240 $69K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 230 $66K
Valley National Advisers Inc. 0.01% Add +218.1% 229 $65K
Perkins Coie Trust Co 0.01% No change 218 $63K
Financial Perspectives, Inc 0.02% Add +0.5% 216 $62K
FinTrust Capital Advisors, LLC 0.01% Add +448.7% 214 $62K
GHP Investment Advisors, Inc. 0.00% No change 213 $61K
Quarry LP 0.03% Add +14.8% 209 $60K
Hollencrest Capital Management 0.00% No change 209 $60K
Fairman Group, LLC 0.06% No change 205 $59K
Logan Capital Management Inc. 0.00% No change 200 $58K
Capital Advisors, Ltd. LLC 0.01% Add +12.4% 199 $57K
J.Safra Asset Management Corp 0.01% Add +192.3% 190 $55K
Towne Trust Company, N.A 0.02% No change 185 $53K
Salem Investment Counselors Inc. 0.00% Reduce -10.9% 179 $51K
Armstrong Advisory Group, Inc. 0.00% Add +50.9% 178 $51K
CVA Family Office, LLC 0.01% Add +1.7% 177 $51K
McIlrath & Eck, LLC 0.01% Reduce -22.6% 175 $50K
Delta Asset Management LLC 0.00% No change 170 $49K
Pathway Financial Advisers, LLC 0.02% Add +2.4% 168 $48K
Smartleaf Asset Management LLC 0.01% Reduce -6.5% 158 $45K
Perritt Capital Management Inc 0.02% Add +1.3% 155 $44K
Deseret Mutual Benefit Administrators 0.02% Reduce -18.7% 148 $43K
LRI Investments, LLC 0.00% No change 144 $41K
Ancora Advisors LLC 0.00% No change 142 $41K
Toth Financial Advisory Corp. 0.01% No change 137 $39K
EdgeRock Capital LLC 0.03% New 136 $39K
Riverview Trust Co 0.04% No change 129 $37K
Rational Advisors, Inc. 0.00% Reduce -7.3% 128 $37K
Opal Wealth Advisors, LLC 0.01% New 125 $36K
Great Lakes Retirement, Inc. 0.00% New 117 $34K
Glass Jacobson Investment Advisors llc 0.01% No change 116 $33K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +63.4% 116 $33K
Ofi Invest Asset Management 0.00% New 118 $32K
Castleview Partners, LLC 0.02% Reduce -16.0% 110 $32K
ORG Partners LLC 0.00% New 108 $31K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 100 $31K
Aspire Private Capital, LLC 0.01% No change 100 $29K
Crewe Advisors LLC 0.00% Reduce -26.1% 99 $28K
Tidemark, LLC 0.01% Add +39.4% 99 $28K
Cypress Capital Management LLC (WY) 0.03% No change 96 $28K
Smithfield Trust Co 0.00% No change 92 $27K
Venturi Wealth Management, LLC 0.00% Add +911.1% 91 $26K
TCTC Holdings, LLC 0.00% No change 86 $25K
Winch Advisory Services, LLC 0.01% Add +1.2% 86 $25K
MV Capital Management, Inc. 0.00% Add +16.4% 85 $24K
Prestige Wealth Management Group LLC 0.01% Reduce -95.8% 83 $24K
Meeder Asset Management Inc. 0.00% Reduce -93.3% 83 $24K
Strategic Financial Concepts, LLC 0.01% New 96,646 $22K
GW&K Investment Management, LLC 0.00% Add +40.0% 70 $20K
Sandy Spring Bank 0.00% Reduce -30.6% 68 $20K
Zions Bancorporation, N.A. 0.00% Reduce -16.3% 67 $19K
Mowery & Schoenfeld Wealth Management, LLC 0.03% New 62 $18K
Kelly Financial Services LLC 0.01% No change 61 $18K
Bell Investment Advisors, Inc 0.00% Add +10.9% 61 $18K
Legacy Bridge, LLC 0.01% No change 59 $17K
Versant Capital Management, Inc 0.00% Add +1060.0% 58 $17K
Park Place Capital Corp 0.01% Reduce -71.6% 57 $16K
ICA Group Wealth Management, LLC 0.01% Reduce -66.7% 55 $16K
American National Bank & Trust 0.00% New 55 $16K
Bruce G. Allen Investments, LLC 0.01% Reduce -31.2% 53 $15K
Global Financial Private Client, LLC 0.01% Reduce -50.0% 50 $14K
Hilltop National Bank 0.00% No change 50 $14K
Caldwell Trust Co 0.00% No change 50 $14K
Heritage Wealth Advisors 0.00% Add +2.1% 49 $14K
Larson Financial Group LLC 0.00% Reduce -93.0% 48 $14K
Beacon Capital Management, LLC 0.00% Reduce -7.8% 47 $14K
Asset Dedication, LLC 0.00% No change 45 $13K
FWL Investment Management, LLC 0.01% Reduce -87.7% 45 $13K
Tucker Asset Management LLC 0.00% No change 43 $12K
Wolff Wiese Magana LLC 0.01% Add +13.5% 42 $12K
Investors Research Corp 0.00% No change 41 $12K
GPS Wealth Strategies Group, LLC 0.00% Reduce -39.7% 41 $12K
DecisionPoint Financial, LLC 0.00% No change 39 $12K
Harbor Investment Advisory, LLC 0.00% Add +2.6% 40 $12K
WFA of San Diego, LLC 0.01% — 38 $11K
Fortitude Family Office, LLC 0.01% No change 37 $11K
Quent Capital, LLC 0.00% Add +8.8% 37 $11K
Register Financial Advisors LLC 0.01% No change 35 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 35 $10K
Pineridge Advisors LLC 0.00% No change 35 $10K
Raleigh Capital Management Inc. 0.00% Add +21.4% 34 $10K
Financial Avengers, Inc. 0.01% Add +3.0% 34 $10K
Leonteq Securities AG 0.00% No change 33 $9K
Addison Advisors LLC 0.00% New 32 $9K
Financial Management Professionals, Inc. 0.00% Add +55.0% 31 $9K
Abound Wealth Management 0.00% Add +19.2% 31 $9K
1620 Investment Advisors, Inc. 0.01% New 31 $9K
West Paces Advisors Inc. 0.00% No change 31 $9K
Arlington Trust Co LLC 0.00% No change 31 $9K
Sachetta, LLC 0.00% Add +85.7% 26 $8K
Manitou Investment Management Ltd. 0.00% No change 27 $8K
HHM Wealth Advisors, LLC 0.00% Reduce -78.9% 27 $8K
Institutional & Family Asset Management, LLC 0.00% No change 26 $7K
Fairway Wealth LLC 0.00% New 25 $7K
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 -4.2% 23 $7K
Hazlett, Burt & Watson, Inc. 0.00% No change 20 $6K
SWAN Capital LLC 0.00% New 20 $6K
DT Investment Partners, LLC 0.00% No change 20 $6K
Union Savings Bank 0.00% No change 20 $6K
Washington Trust Advisors, Inc. 0.00% Reduce -13.6% 19 $5K
Avion Wealth 0.00% Add +100.0% 20 $5K
Raffa Wealth Management, LLC 0.00% No change 17 $5K
Anchor Investment Management, LLC 0.00% No change 17 $5K
NFSG Corp 0.00% No change 15 $4K
PSI Advisors, LLC 0.00% New 15 $4K
WR Wealth Planners, LLC 0.00% Add +15.4% 15 $4K
Aspect Partners, LLC 0.00% Add +7.7% 14 $4K
Cornerstone Planning Group LLC 0.00% Add +8.3% 13 $4K
Dunhill Financial, LLC 0.00% Reduce -7.1% 13 $4K
Red Tortoise LLC 0.00% No change 13 $4K
Operose Advisors LLC 0.00% Reduce -55.6% 12 $3K
Clearstead Trust, LLC 0.00% No change 12 $3K
Glen Eagle Advisors, LLC 0.00% No change 12 $3K
Loomis Sayles & Co. L P 0.00% Reduce -80.4% 9 $3K
Highline Wealth Partners LLC 0.00% Add +900.0% 10 $3K
MCF Advisors LLC 0.00% No change 10 $3K
Coppell Advisory Solutions LLC 0.00% — 10 $3K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8 $2K
TFC Financial Management, Inc. 0.00% Add +14.3% 8 $2K
Atlas Capital Advisors Inc. 0.00% No change 8 $2K
Unique Wealth Strategies, LLC 0.00% New 7 $2K
Eagle Bay Advisors LLC 0.00% No change 6 $2K
Baldwin Wealth Partners LLC 0.00% New 6 $2K
ESL Trust Services, LLC 0.00% New 5 $1K
Core Alternative Capital 0.00% No change 5 $1K
Denver PWM, LLC 0.00% New 4 $1K
Private Wealth Management Group, LLC 0.00% Reduce -50.0% 4 $1K
Key Financial Inc 0.00% No change 4 $1K
ClariVest Asset Management LLC 0.00% Reduce -86.2% 4 $1K
Winthrop Capital Management, LLC 0.00% No change 5 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $863
Nvwm, LLC 0.00% No change 3 $863
Brown Brothers Harriman & Co. 0.00% Reduce -93.6% 3 $863
Delos Wealth Advisors, LLC 0.00% No change 2 $576
Horizon Financial Services, LLC 0.00% No change 2 $575
Belpointe Asset Management LLC 0.00% Reduce -99.8% 2 $459
Hexagon Capital Partners LLC 0.00% Add +100.0% 2 $314
Redwood Wealth Management Group, LLC 0.00% New 1 $288
RFP Financial Group LLC 0.00% No change 1 $288
First Horizon Advisors, Inc. 0.00% No change 1 $288
Davis Selected Advisers 0.00% Add +5.6% 55,620 $0
First Command Advisory Services, Inc. 0.00% No change 4 $0

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