Public StoragePSA

13F holders, Q3 2024 (September 30)
1,133holders +66
135new positions
70sold out
8famous investors
$363.59avg. 13F price*

At the end of Q3 2024, 1,133 institutions reported holding Public Storage (PSA) in their 13F filings, up 66 from Q2 2024. 135 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($7.5B), BlackRock, Inc. ($6.0B) and State Street Corp. ($3.8B). 8 famous investors held it, including Paul Tudor Jones (0.2% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions135$102.9M
Exits70$147.0M

All 13F filers, Q2 2024 → Q3 2024: 9,999,203 shares bought and 6,917,843 shares sold, net +3,081,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,133 holders

Vanguard Group Inc. 0.13% Reduce -0.1% 20,652,686 $7.5B
BlackRock, Inc. 0.13% — 16,596,215 $6.0B
State Street Corp. 0.15% Add +0.5% 10,370,658 $3.8B
T. Rowe Price Associates Inc. 0.26% Add +4.2% 6,103,752 $2.2B
FMR LLC 0.11% Add +20.9% 5,025,869 $1.8B
Cohen & Steers, Inc. 3.14% Add +69.4% 4,840,057 $1.8B
JPMorgan Chase & Co. 0.13% Add +49.1% 4,440,347 $1.6B
Geode Capital Management, LLC 0.12% Add +1.4% 3,931,572 $1.4B
Wellington Management Group LLP 0.21% Reduce -15.1% 3,359,403 $1.2B
Norges Bank 0.15% Add +0.3% 3,017,041 $1.1B
Charles Schwab Investment Management Inc. 0.20% Add +2.0% 2,813,136 $1.0B
APG Asset Management US Inc. 5.36% Reduce -0.1% 2,199,652 $792.0M
Dimensional Fund Advisors LP 0.19% Reduce -2.0% 2,135,530 $777.0M
Capital International Investors 0.15% Reduce -19.5% 2,100,981 $764.5M
Legal & General Group Plc 0.20% Reduce -4.7% 2,060,096 $749.6M
Barrow Hanley Mewhinney & Strauss LLC 2.07% Add +15.3% 1,742,057 $633.9M
Northern Trust Corp. 0.10% Reduce -3.7% 1,726,683 $628.3M
Morgan Stanley 0.04% Reduce -8.0% 1,598,588 $581.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +732.9% 1,543,857 $561.8M
Capital World Investors 0.07% Add +129.9% 1,249,679 $454.7M
Ameriprise Financial Inc. 0.12% Reduce -2.5% 1,240,951 $451.6M
Canada Pension Plan Investment Board 0.39% Reduce -5.6% 1,129,213 $410.9M
Daiwa Securities Group Inc. 1.89% Add +57.3% 1,113,799 $405.3M
Bank of New York Mellon Corp 0.07% Reduce -6.2% 1,076,475 $391.7M
Invesco Ltd. 0.08% Reduce -4.6% 1,071,556 $389.9M
Nuveen Asset Management, LLC 0.10% Reduce -3.5% 987,405 $359.3M
Deutsche Bank AG 0.14% Reduce -4.0% 973,836 $354.3M
Massachusetts Financial Services Co. 0.10% Reduce -2.4% 965,250 $351.2M
Bank of America Corp. 0.03% Add +7.4% 860,261 $313.0M
Centersquare Investment Management LLC 2.85% Reduce -14.0% 834,823 $303.8M
American Century Companies Inc. 0.17% Reduce -1.1% 824,485 $300.0M
Sumitomo Mitsui Trust Group, Inc. 0.20% Reduce -6.1% 796,464 $289.8M
Russell Investments Group, Ltd. 0.42% Add +4.9% 796,482 $289.2M
Royal Bank of Canada 0.06% Add +6.3% 793,944 $288.9M
Montrusco Bolton Investments Inc. 2.94% Reduce -6.5% 783,987 $279.2M
California Public Employees Retirement System 0.19% Reduce -4.5% 754,493 $274.5M
Goldman Sachs Group Inc. 0.05% Reduce -10.8% 729,822 $265.6M
Clearbridge Investments, LLC 0.21% Reduce -0.7% 724,419 $263.6M
HSBC Holdings PLC 0.16% Add +19.9% 705,393 $256.3M
Prudential Financial Inc. 0.30% Reduce -41.8% 580,861 $211.4M
Duff & Phelps Investment Management Co. 2.32% Reduce -6.1% 555,200 $202.0M
UBS Group AG 0.05% Add +27.8% 525,214 $191.1M
Amundi 0.07% Add +3.5% 506,396 $176.2M
Alliancebernstein L.P. 0.06% Reduce -4.3% 480,139 $174.7M
Lasalle Investment Management Securities LLC 6.63% Reduce -12.0% 476,668 $173.4M
Swiss National Bank 0.11% Add +0.3% 469,400 $170.8M
Barclays PLC 0.07% Add +2.9% 465,653 $169.4M
Neuberger Berman Group LLC 0.13% Add +46.2% 463,240 $168.6M
Macquarie Group Ltd. 0.17% Add +6.5% 439,014 $159.7M
National Pension Service 0.14% Add +12.2% 410,515 $149.4M
Janus Henderson Group PLC 0.07% Add +1.0% 401,157 $145.9M
CANADA LIFE ASSURANCE Co 0.25% Reduce -4.5% 396,369 $144.4M
CBRE Investment Management Listed Real Assets LLC 2.27% Reduce -63.3% 389,852 $141.9M
AQR Capital Management 0.18% Reduce -4.4% 370,281 $132.1M
Wells Fargo & Company 0.03% Add +0.1% 362,128 $131.8M
HighTower Advisors, LLC 0.19% Add +0.6% 349,663 $127.2M
Rhumbline Advisers 0.11% Reduce -2.1% 348,462 $126.8M
Sei Investments Co. 0.16% Add +23.3% 338,366 $123.1M
Capital Research Global Investors 0.03% Reduce -9.2% 336,233 $122.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +7.1% 333,397 $121.3M
Public Employees Retirement System of Ohio 0.50% Add +1.8% 322,385 $117.3M
Asset Management One Co., Ltd. 0.40% Reduce -1.9% 305,368 $111.1M
Federated Hermes, Inc. 0.24% Add +19.1% 303,464 $110.4M
Schroder Investment Management Group 0.11% Reduce -19.2% 300,059 $107.0M
Adelante Capital Management LLC 6.83% Reduce -2.6% 290,842 $105.8M
KBC Group NV 0.30% Add +54.1% 274,707 $100.0M
California State Teachers Retirement System 0.11% Reduce -0.4% 255,322 $92.9M
1832 Asset Management L.P. 0.15% Add +253.3% 249,145 $90.7M
Nomura Asset Management Co. Ltd. 0.28% Add +0.5% 244,871 $89.1M
Aberdeen Group plc 0.16% Reduce -6.6% 242,937 $87.5M
Retirement Systems of Alabama 0.32% Reduce -4.8% 232,949 $84.8M
New York State Common Retirement Fund 0.11% Reduce -19.3% 220,609 $80.3M
BNP Paribas Financial Markets 0.08% Add +80.0% 218,867 $79.6M
Principal Financial Group Inc. 0.04% Add +1.9% 214,382 $78.0M
Aew Capital Management L P 3.30% Reduce -1.2% 210,660 $76.7M
TD Asset Management Inc 0.07% Reduce -0.6% 207,837 $74.1M
PGGM Investments 0.90% Add +15.0% 192,531 $70.1M
Bank of Montreal 0.03% Add +2.4% 196,169 $70.0M
Envestnet Asset Management Inc. 0.02% Add +12.8% 181,678 $66.1M
Bank Julius Baer & Co. Ltd, Zurich 0.22% Reduce -41.8% 154,599 $66.0M
First Trust Advisors LP 0.06% Reduce -10.0% 181,086 $65.9M
STRS Ohio 0.25% Reduce -16.5% 175,494 $63.9M
Citigroup Inc. 0.06% Reduce -6.8% 174,107 $63.4M
Renaissance Technologies 0.09% Add +20.5% 161,800 $58.9M
Swedbank AB 0.07% Add +31.9% 154,167 $56.1M
Artisan Partners Limited Partnership 0.08% Reduce -0.7% 149,778 $54.5M
Adage Capital Partners Gp, L.L.C. 0.10% Reduce -22.5% 148,492 $54.0M
State Board of Administration of Florida Retirement System 0.10% Reduce -1.3% 147,580 $53.7M
Allspring Global Investments Holdings, LLC 0.08% Add +1.9% 142,255 $51.8M
NewEdge Advisors, LLC 0.33% Add +0.7% 137,845 $50.2M
Great Lakes Advisors, LLC 0.40% Reduce -0.1% 131,299 $47.8M
Caisse de depot et placement du Quebec 0.09% Add +226.4% 130,001 $47.3M
New York State Teachers Retirement System 0.10% Reduce -5.7% 126,968 $46.2M
DekaBank Deutsche Girozentrale 0.08% Reduce -3.1% 127,404 $45.5M
Lazard Asset Management LLC 0.07% Reduce -60.0% 124,829 $45.4M
Allianz Asset Management GmbH 0.07% Reduce -17.3% 122,894 $44.7M
Raymond James & Associates 0.03% Reduce -5.8% 122,141 $44.4M
Heitman Real Estate Securities LLC 2.33% Add +12.5% 117,194 $42.6M
Pictet Asset Management Holding SA 0.05% Add +10.7% 114,381 $41.6M
Manufacturers Life Insurance Company, The 0.04% Add +2.6% 112,018 $40.8M
Westwood Holdings Group Inc. 0.31% Add +39.9% 110,542 $40.2M
State of New Jersey Common Pension Fund D 0.16% Add +1.5% 108,904 $39.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +2.3% 105,014 $38.2M
Pacer Advisors, Inc. 0.08% Reduce -11.5% 103,973 $37.8M
Perpetual Ltd 0.38% Add +45.9% 95,458 $34.7M
State of Alaska, Department of Revenue 0.37% Reduce -1.3% 95,138 $34.6M
Nisa Investment Advisors, LLC 0.20% Reduce -2.9% 93,994 $34.2M
Van Eck Associates Corp. 0.04% Add +11.0% 100,099 $34.0M
Heartland Advisors Inc. 1.78% Reduce -6.7% 93,112 $33.9M
State of Wisconsin Investment Board 0.09% Add +4.4% 92,718 $33.7M
State of Tennessee, Department of Treasury 0.12% Reduce -24.7% 92,711 $33.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +114.2% 91,521 $33.3M
Uniplan Investment Counsel, Inc. 2.96% Reduce -7.9% 91,485 $33.3M
Chevy Chase Trust Holdings, LLC 0.10% Add +0.7% 90,770 $33.0M
Cwm, LLC 0.14% Reduce -3.3% 89,880 $32.7M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -7.8% 88,546 $32.2M
Resona Asset Management Co.,Ltd. 0.18% Reduce -4.0% 86,620 $31.1M
National Bank of Canada 0.04% Add +6.8% 83,545 $30.4M
Corient Private Wealth LP 0.05% Reduce -2.1% 81,702 $29.7M
Guggenheim Capital LLC 0.21% Reduce -15.1% 80,664 $29.4M
Storebrand Asset Management As 0.09% Add +3.2% 79,819 $29.0M
Employees Retirement System of Texas 0.30% Add +5.7% 79,611 $29.0M
Susquehanna Portfolio Strategies, LLC 1.96% Reduce -26.9% 78,830 $28.7M
Toronto Dominion Bank 0.05% Add +49.0% 78,471 $28.6M
Equitable Trust Co. 1.82% Add +3.1% 77,959 $28.4M
Flputnam Investment Management Co. 0.51% Reduce -0.3% 77,801 $28.3M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +134.6% 77,608 $28.2M
Eagle Ridge Investment Management 2.47% Add +0.6% 77,331 $28.1M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -22.2% 76,854 $28.0M
Danske Bank A/S 0.09% Add +1.6% 76,524 $27.8M
Ensign Peak Advisors, Inc 0.05% Reduce -3.2% 74,618 $27.2M
Acadian Asset Management LLC 0.08% Add +1362.3% 74,258 $27.0M
Franklin Resources Inc. 0.01% Reduce -0.2% 78,158 $26.9M
LPL Financial LLC 0.01% Add +19.6% 73,071 $26.6M
Handelsbanken Fonder AB 0.10% Add +4.0% 72,741 $26.5M
Presima Securities ULC 5.72% Reduce -30.4% 71,591 $26.0M
IFM Investors Pty Ltd 0.25% Reduce -0.1% 71,381 $26.0M
Stifel Financial Corp. 0.03% Add +4.9% 69,856 $25.4M
Aviva PLC 0.07% Add +2.3% 69,851 $25.4M
Korea Investment CORP 0.06% Reduce -19.5% 69,691 $25.4M
Teacher Retirement System of Texas 0.12% Add +3.8% 69,645 $25.3M
Treasurer of the State of North Carolina 0.10% Add +0.4% 69,114 $25.1M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -1.6% 66,643 $24.2M
Royal London Asset Management Ltd. 0.06% Add +2.9% 66,166 $24.1M
Man Group plc 0.07% Reduce -86.1% 64,690 $23.5M
Cibc World Markets Corp. 0.17% Add +209.1% 63,060 $22.9M
Natixis Advisors, LLC 0.04% Add +2.6% 62,958 $22.9M
Weil Company, Inc. 7.45% Reduce -0.3% 62,432 $22.7M
Commerce Bank 0.14% Add +16.1% 62,401 $22.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Reduce -1.2% 61,959 $22.5M
Nan Shan Life Insurance Co., Ltd. 0.53% Reduce -58.2% 61,489 $22.4M
Citadel Advisors 0.02% Reduce -48.5% 60,939 $22.2M
Chilton Capital Management LLC 0.91% Reduce -5.1% 60,350 $22.0M
Tudor Investment Corporation 0.23% Reduce -67.8% 57,117 $20.8M
Davis Selected Advisers 0.11% Reduce -2.0% 54,520 $19.8M
UniSuper Management Pty Ltd 0.15% Add +0.1% 54,100 $19.7M
Mackenzie Financial Corp. 0.03% Add +258.9% 53,422 $19.4M
Zurich Insurance Group Ltd 0.16% New 52,890 $19.2M
CWA Asset Management Group, LLC 1.00% — 51,836 $18.9M
Millennium Management 0.02% Reduce -53.9% 51,596 $18.8M
Fifth Third Bancorp 0.07% Add +2.3% 51,595 $18.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.20% Add +6.0% 51,163 $18.6M
US Bancorp \de 0.02% Reduce -1.2% 49,080 $17.9M
Adams Diversified Equity Fund, Inc. 0.65% Reduce -17.1% 48,400 $17.6M
Victory Capital Management Inc. 0.02% Reduce -41.6% 48,120 $17.5M
B&I Capital AG 5.04% New 47,780 $17.4M
Schonfeld Strategic Advisors LLC 0.14% Add +6276.5% 47,250 $17.2M
State of Michigan Retirement System 0.08% Reduce -0.8% 46,921 $17.1M
MetLife Investment Management, LLC 0.10% Reduce -2.7% 46,847 $17.0M
Thrivent Financial for Lutherans 0.03% Add +35.6% 46,608 $17.0M
Arizona State Retirement System 0.10% Reduce -1.1% 45,346 $16.5M
Commonwealth Equity Services, LLC 0.02% Reduce -6.1% 45,094 $16.4M
Andra AP-fonden 0.24% Reduce -8.5% 45,000 $16.4M
Edge Wealth Management LLC 3.27% Reduce -1.1% 44,816 $16.3M
Manning & Napier Advisors LLC 0.18% Reduce -10.2% 44,655 $16.2M
Cetera Investment Advisers 0.04% Reduce -0.2% 44,531 $16.2M
West Coast Financial LLC 1.72% Add +0.5% 43,016 $15.7M
Osaic Holdings, Inc. 0.04% Add +26.4% 42,874 $15.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.16% — 42,572 $15.5M
Corebridge Financial, Inc. 0.08% Reduce -3.2% 42,312 $15.4M
Balyasny Asset Management L.P. 0.04% Add +1739.4% 41,884 $15.2M
Isthmus Partners, LLC 1.79% Add +1.3% 41,396 $15.1M
Hilton Capital Management, LLC 1.15% Add +103.0% 40,832 $14.9M
Nissay Asset Management Corp. /Japan 0.09% Add +3.6% 40,777 $14.8M
Mediolanum International Funds Ltd 0.20% Reduce -7.9% 40,898 $14.6M
Northwest & Ethical Investments L.P. 0.37% Add +18.9% 38,548 $14.0M
Achmea Investment Management B.V. 0.23% Reduce -2.9% 38,246 $13.9M
Moran Wealth Management, LLC 0.43% Reduce -1.8% 38,044 $13.8M
FIL Ltd 0.01% Reduce -8.6% 37,897 $13.8M
Stephens Inc. 0.19% Add +3.2% 36,925 $13.4M
USS Investment Management Ltd 0.10% Add +0.2% 36,549 $13.3M
Fiduciary Trust Co 0.18% Reduce -2.0% 36,214 $13.2M
Camden National Bank 1.89% Reduce -2.1% 36,187 $13.2M
Voya Investment Management LLC 0.02% Reduce -33.5% 34,670 $12.6M
Mariner, LLC 0.02% Reduce -1.0% 34,437 $12.5M
Susquehanna International Group, LLP 0.02% Reduce -29.9% 33,757 $12.3M
Janney Montgomery Scott LLC 0.03% Add +0.7% 33,756 $12.3M
Rathbones Group PLC 0.06% Add +313.8% 33,576 $12.2M
GAM Holding AG 0.96% Add +0.4% 33,074 $12.0M
Calamos Advisors LLC 0.08% Reduce -2.4% 32,873 $12.0M
Cerity Partners LLC 0.03% Add +18.0% 32,566 $11.8M
Forsta Ap-Fonden 0.09% Add +7.0% 32,200 $11.7M
Czech National Bank 0.12% Add +6.5% 32,087 $11.7M
Amalgamated Bank 0.10% Reduce -0.6% 32,073 $11.7M
Waverly Advisors, LLC 0.22% Add +14.9% 32,057 $11.7M
First Personal Financial Services 2.44% Reduce -0.8% 31,691 $11.5M
Varma Mutual Pension Insurance Co 0.09% Reduce -5.4% 34,998 $11.5M
CI Investments Inc. 0.04% Reduce -0.5% 31,648 $11.5M
Truist Financial Corp. 0.02% Reduce -0.7% 30,558 $11.1M
Qube Research & Technologies Ltd 0.02% Reduce -93.2% 30,499 $11.1M
Pensionfund PDN 4.86% No change 29,189 $10.6M
ProShare Advisors LLC 0.03% Reduce -12.8% 28,850 $10.5M
Seven Post Investment Office LP 1.58% Add +0.8% 28,792 $10.5M
GSI Capital Advisors LLC 5.19% Reduce -20.5% 28,509 $10.4M
Sheets Smith Wealth Management 1.26% Reduce -0.2% 28,418 $10.3M
DNB Asset Management AS 0.05% Add +2.7% 27,756 $10.1M
Old National Bancorp 0.23% Add +0.2% 27,736 $10.1M
Public Sector Pension Investment Board 0.05% Add +25.1% 27,470 $10.0M
Cullen/Frost Bankers, Inc. 0.14% Add +7.0% 27,327 $9.9M
Jane Street Group, LLC 0.02% Reduce -66.1% 27,015 $9.8M
Allstate Corp. 0.93% Reduce -28.2% 26,929 $9.8M
Clifford Swan Investment Counsel LLC 0.34% No change 26,666 $9.7M
Bokf, NA 0.17% Reduce -6.9% 27,282 $9.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -12.8% 26,391 $9.6M
Franklin, Parlapiano, Turner & Welch, LLC 2.48% Add +0.1% 26,371 $9.6M
Utah Retirement Systems 0.11% Add +0.5% 26,154 $9.5M
Laurion Capital Management LP 0.62% Add +486.4% 25,902 $9.4M
Edgemoor Investment Advisors, Inc. 0.82% Add +3.3% 25,723 $9.4M
Yousif Capital Management, LLC 0.10% Reduce -1.4% 25,606 $9.3M
Rothschild Investment LLC 0.61% Reduce -1.6% 25,421 $9.2M
Aptus Capital Advisors, LLC 0.14% Add +18.9% 25,314 $9.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +35.8% 25,227 $9.2M
Capital Fund Management S.A. 0.10% Reduce -23.6% 25,191 $9.2M
Tompkins Financial Corp. 0.86% Add +2.6% 24,533 $8.9M
Xponance LLC 0.09% Reduce -3.0% 24,376 $8.9M
Van Lanschot Kempen Investment Management N.V. 0.09% Add +0.9% 24,074 $8.8M
BSN CAPITAL PARTNERS Ltd 1.70% New 28,943 $8.7M
AXA S.A. 0.03% Reduce -30.8% 24,008 $8.7M
Metis Global Partners, LLC 0.27% Add +21.7% 23,947 $8.7M
GC Wealth Management RIA, LLC 1.51% Add +4.0% 23,775 $8.7M
CIBC Asset Management Inc 0.03% Add +7.5% 23,769 $8.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.24% Reduce -44.5% 23,737 $8.6M
Lighthouse Investment Partners, LLC 0.46% Reduce -48.6% 23,500 $8.6M
Clarity Financial LLC 1.00% Add +6.3% 23,407 $8.5M
New York Life Investment Management LLC 0.08% Reduce -3.3% 23,324 $8.5M
Brasada Capital Management, LP 1.45% Reduce -2.1% 23,444 $8.3M
Eastover Investment Advisors LLC 3.89% Add +5.2% 22,850 $8.3M
Capital Investment Advisors, LLC 0.17% Add +5.4% 22,815 $8.3M
Erste Asset Management GmbH 0.10% Add +2.2% 22,900 $8.2M
Rafferty Asset Management, LLC 0.03% Add +2.6% 22,390 $8.1M
Ellsworth Advisors, LLC 2.11% Add +2.7% 22,353 $8.1M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -6.3% 22,300 $8.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +31.5% 22,241 $8.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +39.5% 22,086 $8.0M
Creative Planning 0.01% Add +13.1% 21,985 $8.0M
M&T Bank Corp 0.03% Reduce -3.8% 21,922 $8.0M
Public Employees Retirement Association of Colorado 0.03% Add +0.0% 21,800 $7.9M
Sarasin & Partners LLP 0.07% Reduce -1.7% 21,470 $7.8M
PNC Financial Services Group, Inc. 0.01% Add +8.0% 21,331 $7.8M
MassMutual Private Wealth & Trust, FSB 0.22% Add +2.0% 20,980 $7.6M
MML Investors Services, LLC 0.03% Reduce -6.0% 20,593 $7.5M
MainStreet Investment Advisors LLC 0.99% Reduce -8.1% 20,574 $7.5M
Bank of Nova Scotia 0.01% Add +22.4% 20,367 $7.4M
Verition Fund Management LLC 0.06% Reduce -32.3% 20,135 $7.3M
QRG Capital Management, Inc. 0.08% Reduce -2.6% 19,926 $7.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +17.3% 19,652 $7.2M
Baird Financial Group, Inc. 0.01% Reduce -30.5% 19,441 $7.1M
Mutual of America Capital Management LLC 0.07% Reduce -12.1% 19,396 $7.1M
Advocate Group LLC 1.25% Reduce -1.1% 18,900 $6.9M
U.S. Capital Wealth Advisors, LLC 0.24% Reduce -0.6% 18,887 $6.9M
Knights of Columbus Asset Advisors LLC 0.45% Add +16.3% 18,884 $6.9M
UMB Bank, n.a. 0.11% Add +1511.2% 18,625 $6.8M
Worldquant Millennium Advisors LLC 0.05% Reduce -79.1% 18,621 $6.8M
Rockefeller Capital Management L.P. 0.02% Reduce -5.6% 18,595 $6.8M
Asset Planning Services Inc. /La/ 3.31% Add +2.3% 18,398 $6.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +31.3% 18,765 $6.7M
O'shaughnessy Asset Management, LLC 0.06% Add +45.8% 19,411 $6.7M
Pring Turner Capital Group Inc. 4.18% Add +0.9% 18,192 $6.6M
Kingfisher Capital LLC 1.48% Reduce -6.4% 17,646 $6.4M
Foundations Investment Advisors, LLC 0.13% Add +778.5% 17,095 $6.2M
Woodline Partners LP 0.05% New 16,905 $6.2M
Dean Investment Associates, LLC 0.83% Reduce -4.3% 16,814 $6.1M
Northwest Bancshares, Inc. 1.04% Reduce -16.3% 16,791 $6.1M
Vestcor Inc 0.19% Reduce -35.3% 16,310 $5.9M
Natixis 0.04% Add +445.1% 15,841 $5.8M
Trajan Wealth LLC 0.34% Reduce -0.4% 15,645 $5.7M
Ieq Capital, LLC 0.07% Add +12.5% 15,402 $5.6M
Siemens Fonds Invest GmbH 0.44% Reduce -4.0% 15,303 $5.6M
Investment Management Corp of Ontario 0.12% Add +6.5% 14,872 $5.4M
1834 Investment Advisors Co. 0.62% Reduce -22.4% 14,688 $5.3M
Te Ahumairangi Investment Management Ltd 0.95% Reduce -15.9% 14,752 $5.3M
Candriam S.C.A. 0.03% Add +11.4% 14,501 $5.3M
TCW Group Inc. 0.05% Reduce -28.4% 14,372 $5.2M
Colonial Trust Advisors 0.45% Add +3.0% 14,264 $5.2M
SG Americas Securities, LLC 0.02% Reduce -42.0% 14,175 $5.2M
Holocene Advisors, LP 0.02% Reduce -22.4% 13,965 $5.1M
Elo Mutual Pension Insurance Co 0.11% Reduce -9.8% 13,961 $5.1M
Norinchukin Bank, The 0.12% Add +6.6% 13,676 $5.0M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.7% 13,495 $4.9M
Arjuna Capital 1.24% New 13,138 $4.8M
SGL Investment Advisors, Inc. 2.46% — 14,195 $4.7M
Exencial Wealth Advisors, LLC 0.17% Reduce -4.9% 12,862 $4.7M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -13.0% 12,727 $4.6M
Cibc World Market Inc. 0.01% Add +9.8% 12,677 $4.6M
Gulf International Bank (UK) Ltd 0.12% Reduce -4.1% 12,513 $4.6M
Concentric Wealth Management, LLC 1.11% Reduce -0.2% 12,479 $4.5M
PEAK6 Investments LLC 0.23% Add +50.0% 12,408 $4.5M
Nordea Investment Management AB 0.01% Add +6.8% 12,538 $4.5M
Cape Cod Five Cents Savings Bank 0.41% Reduce -0.2% 12,315 $4.5M
Jones Financial Companies LLLP 0.00% Add +91.9% 12,528 $4.5M
Mercer Global Advisors Inc. 0.01% Reduce -0.8% 12,269 $4.4M
First National Bank of Mount Dora, Trust Investment Services 1.00% Add +52.6% 12,133 $4.4M
Pensionfund Sabic 1.36% Reduce -14.3% 12,013 $4.4M
Regions Financial Corp. 0.03% Add +58.2% 11,977 $4.4M
Cornerstone Advisors, LLC 0.17% Add +164.4% 11,900 $4.3M
Gotham Asset Management 0.04% Add +3.3% 11,868 $4.3M
Benjamin Edwards Inc. 0.06% Add +464.7% 11,768 $4.3M
Bessemer Group Inc. 0.01% Add +348.0% 11,716 $4.3M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -6.4% 11,673 $4.2M
Sanctuary Advisors, LLC 0.03% Add +47.3% 12,504 $4.2M
Pathstone Holdings, LLC 0.02% Reduce -0.6% 11,585 $4.2M
First Nebraska Trust Co 0.41% Reduce -0.7% 11,565 $4.2M
Nicola Wealth Management LTD. 0.33% Add +17.9% 8,550 $4.2M
Vanguard Personalized Indexing Management, LLC 0.07% Add +13.4% 11,519 $4.2M
Quantinno Capital Management LP 0.05% Add +16.2% 11,390 $4.1M
Tidal Investments LLC 0.05% Add +30.3% 11,386 $4.1M
Avantax Advisory Services, Inc. 0.03% Add +8.1% 11,382 $4.1M
DoubleLine ETF Adviser LP 0.99% New 11,209 $4.1M
L & S Advisors Inc 0.47% Add +40.1% 11,122 $4.0M
Keybank National Association 0.02% Add +1.4% 11,089 $4.0M
Hantz Financial Services, Inc. 0.07% Reduce -4.2% 11,031 $4.0M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 11,000 $4.0M
Slagle Financial, LLC 1.78% Add +7.5% 10,997 $4.0M
Kentucky Retirement Systems 0.12% Reduce -7.9% 10,973 $4.0M
Castellan Group 1.66% New 10,820 $3.9M
Chatham Capital Group, Inc. 0.63% Reduce -0.1% 10,615 $3.9M
Beacon Pointe Advisors, LLC 0.04% Reduce -2.3% 10,568 $3.8M
Wealthfront Advisers LLC 0.01% Add +12.6% 10,466 $3.8M
Sigma Investment Counselors Inc. 0.22% Add +0.6% 10,420 $3.8M
Ostrum Asset Management 0.31% Add +6.8% 10,368 $3.8M
Gould Capital, LLC 2.47% Reduce -3.7% 10,339 $3.8M
Brookfield Corp 0.02% Reduce -84.9% 10,229 $3.7M
Mizuho Securities USA LLC 0.08% Reduce -16.3% 10,214 $3.7M
Ontario Teachers Pension Plan Board 0.03% Reduce -55.3% 10,174 $3.7M
Robeco Institutional Asset Management B.V. 0.01% Add +8.2% 10,132 $3.7M
Advisors Asset Management, Inc. 0.07% Reduce -8.2% 10,071 $3.7M
Naviter Wealth, LLC 0.51% Reduce -7.9% 10,014 $3.6M
Marshall Wace, LLP 0.00% New 9,978 $3.6M
Ethic Inc. 0.09% Reduce -13.0% 12,475 $3.6M
Hartford Investment Management Co. 0.12% Reduce -2.1% 9,908 $3.6M
Azimuth Capital Investment Management LLC 0.14% Add +6.8% 9,762 $3.6M
Captrust Financial Advisors 0.01% Reduce -31.4% 9,493 $3.5M
Vanderbilt University 0.63% Reduce -21.0% 9,421 $3.4M
Tower Research Capital LLC (TRC) 0.09% Reduce -30.1% 9,383 $3.4M
Oppenheimer & Co. Inc. 0.05% Add +13.3% 9,308 $3.4M
Stiles Financial Services Inc 1.18% Add +3.9% 9,218 $3.4M
D.A. Davidson & Co. 0.03% Add +2.8% 9,173 $3.3M
Thompson Siegel & Walmsley LLC 0.05% Reduce -52.6% 9,123 $3.3M
Forte Capital LLC 0.37% Reduce -0.0% 9,100 $3.3M
Fairhaven Wealth Management, LLC 1.01% Add +0.2% 9,069 $3.3M
Vident Advisory, LLC 0.08% Reduce -8.1% 9,062 $3.3M
Maryland State Retirement & Pension System 0.07% Reduce -25.9% 9,036 $3.3M
Systematic Alpha Investments, LLC 0.12% No change 9,030 $3.3M
Capital International, Inc. 0.04% Add +210.1% 8,991 $3.3M
Spirit of America Management Corp. 0.65% No change 8,975 $3.3M
Louisiana State Employees Retirement System 0.06% No change 8,900 $3.2M
Trilogy Capital Inc. 0.16% Reduce -9.3% 8,888 $3.2M
Rakuten Investment Management, Inc. 0.02% Add +32.7% 8,937 $3.2M
Focus Partners Wealth 0.01% Add +210.6% 8,734 $3.2M
Securian Asset Management, Inc. 0.09% Reduce -4.5% 8,668 $3.2M
XML Financial, LLC 0.29% Add +1.4% 8,449 $3.1M
Orion Porfolio Solutions, LLC 0.03% Add +22.1% 8,448 $3.1M
Orion Portfolio Solutions, LLC 0.03% Add +22.1% 8,448 $3.1M
LYNX Capital Group Ltd. 1.98% Reduce -15.8% 8,402 $3.1M
Brown Advisory Inc. 0.00% Add +0.2% 8,376 $3.0M
Los Angeles Capital Management LLC 0.01% Reduce -2.1% 8,361 $3.0M
Procyon Advisors, LLC 0.21% Reduce -1.5% 8,239 $3.0M
Savant Capital, LLC 0.02% Reduce -0.7% 8,230 $3.0M
Capital Management Associates, Inc 1.21% Add +32.6% 8,143 $3.0M
SteelPeak Wealth, LLC 0.13% Reduce -13.1% 8,007 $2.9M
New Mexico Educational Retirement Board 0.10% Reduce -2.5% 7,765 $2.8M
Edgestream Partners, L.P. 0.12% Add +17.8% 7,732 $2.8M
Crossmark Global Holdings, Inc. 0.05% Reduce -15.3% 7,648 $2.8M
AlphaQuest LLC 0.25% Add +395.8% 7,620 $2.8M
JGP Wealth Management, LLC 0.35% Reduce -0.6% 7,579 $2.8M
Bristlecone Advisors, LLC 0.22% Add +12.8% 7,565 $2.8M
Diversified Trust Co. 0.07% Add +774.0% 7,429 $2.7M
Bell Bank 0.32% No change 7,408 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +31.9% 7,360 $2.7M
D. E. Shaw & Co. 0.00% Reduce -86.2% 7,182 $2.6M
Vinva Investment Management Ltd 0.11% Add +14.7% 7,266 $2.6M
Allworth Financial LP 0.02% Add +1.6% 7,098 $2.6M
Texas Yale Capital Corp. 0.11% Reduce -0.7% 6,922 $2.5M
Petredis Investment Advisors LLC 0.27% Add +0.4% 6,862 $2.5M
Rowlandmiller & Partners.adv 0.50% Add +0.4% 6,813 $2.5M
Sequoia Financial Advisors, LLC 0.03% Add +14.0% 6,762 $2.5M
Swiss Life Asset Management Ltd 0.03% Reduce -17.7% 6,714 $2.4M
Carrera Capital Advisors 0.59% New 6,618 $2.4M
GYL Financial Synergies, LLC 0.18% Reduce -2.4% 6,557 $2.4M
E. Ohman J:or Asset Management AB 0.06% Reduce -7.1% 6,550 $2.4M
Saturna Capital Corp. 0.03% Add +3.2% 6,542 $2.4M
Johnson Financial Group, Inc. 0.11% Reduce -22.7% 6,412 $2.3M
Midwest Professional Planners, LTD. 0.71% Add +2.8% 6,376 $2.3M
Old Port Advisors 0.64% Reduce -1.1% 6,349 $2.3M
Thoroughbred Financial Services, LLC 0.15% Reduce -0.4% 6,288 $2.3M
Sawyer & Company, Inc 0.84% Add +4.3% 6,260 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -39.8% 6,054 $2.2M
Capital Group Private Client Services, Inc. 0.02% Reduce -0.9% 6,041 $2.2M
Plato Investment Management Ltd 0.18% Add +0.7% 6,037 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -76.9% 6,015 $2.2M
Werlinich Asset Management, LLC 1.27% Add +0.1% 6,000 $2.2M
Ashton Thomas Private Wealth, LLC 0.12% Add +1.0% 5,971 $2.2M
Atria Investments, Inc 0.03% Reduce -0.3% 5,939 $2.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% Reduce -47.7% 5,873 $2.1M
Private Advisor Group, LLC 0.01% Add +13.3% 5,849 $2.1M
Colonial Trust Co / SC 0.33% Add +8.4% 5,842 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +27.3% 5,840 $2.1M
LDR Capital Management LLC 3.49% Reduce -5.3% 5,800 $2.1M
Synovus Financial Corp. 0.02% Add +42.0% 5,776 $2.1M
GeoWealth Management, LLC 0.07% Add +9.2% 5,758 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +4.0% 5,757 $2.1M
First Manhattan Co. Llc. 0.01% No change 5,723 $2.1M
Allen Wealth Management, LLC 1.44% Add +5.4% 5,717 $2.1M
Hamilton Capital Partners Inc. 0.18% Add +286.5% 5,705 $2.1M
Ritholtz Wealth Management 0.06% Add +28.7% 5,552 $2.0M
OMERS ADMINISTRATION Corp 0.02% No change 5,510 $2.0M
Middleton & Co. Inc. 0.22% Reduce -1.7% 5,459 $2.0M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +29.9% 5,457 $2.0M
Columbia Asset Management 0.34% Add +9.5% 5,391 $2.0M
Bangor Savings Bank 0.18% Reduce -1.8% 5,368 $2.0M
Segment Wealth Management, LLC 0.13% Add +76.5% 5,343 $1.9M
First Trust Direct Indexing L.P. 0.10% Add +27.5% 5,337 $1.9M
Weaver Capital Management LLC 0.58% Add +2.8% 5,323 $1.9M
Atria Wealth Solutions, Inc. 0.02% Reduce -3.4% 5,221 $1.9M
Kornitzer Capital Management Inc. 0.04% No change 5,200 $1.9M
United Capital Financial Advisors, LLC 0.02% Add +2.0% 5,157 $1.9M
Fortis Group Advisors, LLC 0.34% Reduce -4.5% 5,128 $1.9M
Diligent Investors, LLC 0.43% Reduce -0.8% 5,112 $1.9M
Wambolt & Associates, LLC 0.51% Add +5.3% 5,164 $1.9M
Concurrent Investment Advisors, LLC 0.06% Add +19.6% 5,106 $1.9M
Gifford Fong Associates 0.45% No change 5,000 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.8% 4,992 $1.8M
Stableford Capital II LLC 0.72% Reduce -0.7% 5,235 $1.8M
Hennion & Walsh Asset Management, Inc. 0.08% Add +24.7% 4,921 $1.8M
Plimoth Trust Co. LLC 0.45% Reduce -0.3% 4,893 $1.8M
WD Rutherford LLC 0.87% Reduce -0.6% 4,892 $1.8M
Columbia Bank 0.65% Add +5.9% 4,869 $1.8M
Horizon Investments, LLC 0.05% Reduce -0.1% 4,861 $1.8M
NEOS Investment Management LLC 0.05% Add +20.2% 4,836 $1.8M
Cascade Investment Advisors, Inc. 1.09% Reduce -16.5% 4,719 $1.7M
Praxis Investment Management Inc. 0.11% Reduce -21.4% 4,710 $1.7M
Assenagon Asset Management S.A. 0.00% Add +12.8% 4,709 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -0.8% 4,665 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Reduce -8.6% 4,664 $1.7M
Azzad Asset Management Inc. 0.19% Reduce -5.9% 4,626 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Add +168.6% 4,523 $1.6M
Versor Investments LP 0.26% Reduce -50.6% 4,510 $1.6M
Sage Capital Management, LLC 0.78% Add +0.6% 4,469 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +13.3% 4,434 $1.6M
TD Waterhouse Canada Inc. 0.01% Add +38.2% 4,440 $1.6M
Lindenwold Advisors, INC 0.80% Add +0.8% 4,390 $1.6M
Alaethes Wealth, LLC 0.58% Add +23.7% 4,349 $1.6M
Profund Advisors LLC 0.06% Add +72.0% 4,330 $1.6M
Fred Alger Management, LLC 0.01% New 4,310 $1.6M
Sheaff Brock Investment Advisors, LLC 0.14% Reduce -1.4% 4,295 $1.6M
Haverford Trust Co 0.02% Add +0.7% 4,282 $1.6M
Hancock Whitney Corp. 0.05% Add +0.0% 4,281 $1.6M
Twin Capital Management Inc. 0.18% Reduce -15.6% 4,279 $1.6M
WBH Advisory Inc. 0.15% No change 4,274 $1.6M
Lido Advisors, LLC 0.01% Add +28.5% 4,259 $1.5M
Squarepoint Ops LLC 0.01% Reduce -85.2% 4,241 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -0.6% 4,227 $1.5M
Harvest Portfolios Group Inc. 0.05% Add +141.2% 4,225 $1.5M
Inspire Investing, LLC 0.16% Reduce -10.4% 4,221 $1.5M
Summit Global Investments 0.10% Reduce -12.2% 4,199 $1.5M
Integrated Wealth Concepts LLC 0.02% Reduce -62.6% 4,175 $1.5M
iA Global Asset Management Inc. 0.03% Reduce -12.2% 4,150 $1.5M
Merit Financial Group, LLC 0.03% Reduce -45.2% 4,095 $1.5M
RB Capital Management, LLC 0.37% Reduce -1.8% 4,072 $1.5M
Columbus Macro, LLC 0.54% Reduce -5.3% 4,120 $1.5M
Credit Agricole S A 0.01% Reduce -37.1% 4,065 $1.5M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -1.1% 4,056 $1.5M
Wilmington Savings Fund Society, FSB 0.03% New 4,030 $1.5M
Moneta Group Investment Advisors LLC 0.02% Add +5.0% 4,029 $1.5M
Mutual Advisors, LLC 0.04% Reduce -4.9% 4,327 $1.5M
Moody LYNN Lieberson & Walker, LLC 0.09% No change 4,000 $1.5M
Townsquare Capital LLC 0.02% Add +42.6% 3,981 $1.4M
Arbor Capital Management Inc. 1.37% Reduce -8.1% 3,995 $1.4M
Highview Capital Management LLC 0.59% Add +4.8% 3,967 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +3.5% 3,956 $1.4M
Assetmark, Inc. 0.00% Reduce -7.0% 3,955 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -4.5% 3,927 $1.4M
Snowden Capital Advisors LLC 0.04% Add +1.8% 3,919 $1.4M
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 3,888 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -26.6% 3,888 $1.4M
Westpac Banking Corp. 0.09% Add +4.0% 3,819 $1.4M
Shell Asset Management Co. 0.06% — 3,751 $1.4M
ICW Investment Advisors LLC 0.57% Add +1.6% 3,745 $1.4M
J. Safra Sarasin Holding AG 0.02% Reduce -3.0% 3,714 $1.4M
Sumitomo Life Insurance Co. 0.03% Add +2.6% 3,709 $1.3M
Ossiam 0.03% Reduce -17.6% 3,701 $1.3M
Brevan Howard Capital Management LP 0.07% Reduce -16.1% 3,690 $1.3M
Rogco, LP 0.52% Reduce -0.7% 3,613 $1.3M
Meeder Advisory Services, Inc. 0.08% Add +1.4% 3,594 $1.3M
Virtus Advisers, LLC 0.60% Add +440.7% 3,504 $1.3M
Romano Brothers and Company 0.16% No change 3,499 $1.3M
Spinnaker Trust 0.08% Reduce -1.9% 3,452 $1.3M
Founders Financial Securities LLC 0.12% Add +1.2% 3,441 $1.3M
Regatta Capital Group, LLC 0.24% Add +1.8% 3,425 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -58.6% 3,424 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +0.5% 3,414 $1.2M
Pekin Hardy Strauss, Inc. 0.16% Reduce -0.7% 3,412 $1.2M
Two Sigma Investments, LP 0.00% Add +9.0% 3,400 $1.2M
United Community Bank 0.48% Add +2.0% 3,380 $1.2M
Commerzbank Aktiengesellschaft 0.03% Reduce -18.4% 3,371 $1.2M
Smithbridge Asset Management Inc. 0.21% Add +55.3% 3,333 $1.2M
Donald L. Hagan, LLC 0.61% Reduce -1.9% 3,300 $1.2M
Hummer Financial Advisory Services Inc 0.93% No change 3,244 $1.2M
Impact Partnership Wealth, LLC 0.27% Reduce -2.9% 3,232 $1.2M
Maltin Wealth Management, Inc. 0.57% Add +0.6% 3,220 $1.2M
GTS Securities LLC 0.02% New 3,197 $1.2M
Avidian Wealth Enterprises, LLC 0.05% Add +2.6% 3,178 $1.2M
Montecito Bank & Trust 0.20% Add +32.4% 3,148 $1.1M
Hendershot Investments Inc. 0.16% Reduce -5.4% 3,147 $1.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -11.7% 3,114 $1.1M
AE Wealth Management LLC 0.01% Add +1.3% 3,105 $1.1M
Family Legacy, Inc. 0.37% Add +4.0% 3,080 $1.1M
EP Wealth Advisors, LLC 0.01% Add +11.8% 3,071 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +10.5% 3,068 $1.1M
Formidable Asset Management, LLC 0.18% Reduce -26.2% 3,063 $1.1M
Caprock Group, LLC 0.04% Add +52.0% 3,056 $1.1M
Sompo Asset Management Co., Ltd. 0.17% Add +17.8% 3,040 $1.1M
Integrated Advisors Network LLC 0.05% Add +3.9% 3,026 $1.1M
Waddell & Associates, LLC 0.13% Add +2.4% 3,004 $1.1M
Penserra Capital Management LLC 0.02% Reduce -1.6% 2,989 $1.1M
Sterling Investment Advisors, Ltd. 0.27% No change 2,975 $1.1M
Bragg Financial Advisors, Inc 0.04% Reduce -4.8% 2,967 $1.1M
Capital Advisory Group Advisory Services, LLC 0.43% Add +8.2% 2,943 $1.1M
Banque Cantonale Vaudoise 0.04% Reduce -29.6% 2,941 $1.1M
Hartline Investment Corp./ 0.13% Reduce -0.3% 2,940 $1.1M
Liberty Mutual Group Asset Management Inc. 0.16% Add +97.7% 2,928 $1.1M
HB Wealth Management, LLC 0.01% Add +8.0% 2,913 $1.1M
Park Avenue Securities LLC 0.01% Reduce -5.4% 2,908 $1.1M
One Capital Management, LLC 0.03% Reduce -6.6% 2,905 $1.1M
Independent Financial Group, LLC 0.04% Reduce -8.4% 2,904 $1.1M
Silverlake Wealth Management LLC 0.40% No change 2,867 $1.0M
Donoghue Forlines LLC 0.29% Reduce -0.6% 2,801 $1.0M
Pavion Blue Capital, LLC 0.47% No change 2,788 $1.0M
Cape Ann Savings Bank 0.59% Add +7.7% 2,785 $1.0M
Prudential PLC 0.01% Reduce -60.8% 2,727 $992K
CIC Wealth, LLC 0.25% Add +2.1% 2,698 $982K
Harbour Investments, Inc. 0.03% Add +34.0% 2,656 $966K
Blair William & Co. 0.00% Reduce -9.3% 2,617 $952K
Financial Counselors Inc. 0.01% New 2,610 $950K
DAVENPORT & Co LLC 0.01% Reduce -0.2% 2,602 $947K
American Assets Capital Advisers, LLC 0.29% No change 2,579 $938K
Gold Investment Management Ltd. 0.39% Reduce -2.3% 2,589 $937K
Inspire Advisors, LLC 0.11% Add +17.1% 2,560 $932K
Dearborn Partners LLC 0.04% Add +5.2% 2,543 $925K
Empowered Funds, LLC 0.01% Add +9.5% 2,530 $921K
Mechanics Financial Corp 0.40% Add +2.0% 2,511 $914K
Elevation Wealth Partners, LLC 0.39% No change 2,511 $914K
Frank, Rimerman Advisors LLC 0.06% Add +4.2% 2,494 $907K
IFP Advisors, Inc 0.03% Reduce -6.3% 2,474 $900K
Checchi Capital Advisers, LLC 0.07% Add +10.4% 2,402 $874K
Loudon Investment Management, LLC 0.48% No change 2,400 $873K
TFG Advisers LLC 0.31% Add +0.7% 2,394 $871K
Ar Asset Management Inc. 0.20% No change 2,388 $869K
Berkeley Capital Partners, LLC 0.25% Add +1.1% 2,380 $866K
Kestra Private Wealth Services, LLC 0.02% Reduce -36.0% 2,372 $863K
Chesapeake Capital Corp. 0.78% New 2,354 $857K
Capstone Investment Advisors, LLC 0.03% Reduce -11.5% 2,345 $853K
NewEdge Wealth, LLC 0.02% Reduce -0.8% 2,339 $851K
First Foundation Advisors 0.03% Reduce -8.0% 2,338 $851K
Illinois Municipal Retirement Fund 0.01% No change 2,279 $829K
Abn Amro Investment Solutions 0.01% Add +9.2% 2,251 $819K
Global Retirement Partners, LLC 0.02% Reduce -5.0% 2,249 $818K
Peapack Gladstone Financial Corp. 0.01% Add +2.6% 2,243 $816K
Principal Securities, Inc. 0.02% Reduce -1.8% 2,240 $815K
Werba Rubin Papier Wealth Management 0.19% Add +1.0% 2,237 $814K
Evercore Wealth Management, LLC 0.01% No change 2,236 $814K
Prospera Financial Services Inc 0.02% Add +1.2% 2,225 $810K
Raymond James Trust N.A. 0.02% Add +11.2% 2,193 $798K
Win Advisors, Inc. 0.37% New 2,171 $790K
MAI Capital Management 0.01% Reduce -18.0% 2,145 $780K
Focus Partners Advisor Solutions, LLC 0.02% Add +183.4% 2,128 $775K
Campbell & CO Investment Adviser LLC 0.06% Reduce -54.3% 2,128 $774K
Atlas Brown,Inc. 0.27% Add +0.1% 2,127 $774K
Choreo, LLC 0.01% Add +27.8% 2,145 $773K
Great Valley Advisor Group, Inc. 0.02% Add +2.6% 2,122 $773K
Friedenthal Financial 0.44% New 2,081 $757K
Panagora Asset Management Inc. 0.00% Reduce -98.6% 2,076 $755K
Advisors Capital Management, LLC 0.01% Add +1.0% 2,071 $754K
Vontobel Holding Ltd. 0.00% Reduce -31.3% 2,071 $754K
Busey Bank 0.02% Reduce -10.8% 2,067 $752K
Prestige Wealth Management Group LLC 0.16% Add +2386.8% 2,064 $751K
Parallel Advisors, LLC 0.02% Add +5.2% 2,062 $751K
Farther Finance Advisors, LLC 0.03% Add +6.8% 2,062 $750K
Linscomb Wealth, Inc. 0.04% Reduce -2.8% 2,056 $748K
NorthRock Partners, LLC 0.02% Add +4.0% 2,041 $743K
Retirement Planning Co of New England, Inc. 0.37% Reduce -4.8% 2,036 $741K
Horst & Graben Wealth Management LLC 0.13% No change 2,013 $733K
Clarius Group, LLC 0.05% Reduce -1.5% 2,007 $728K
Shum Financial Group, Inc. 0.61% — 2,137 $728K
Prudent Man Advisors, LLC 0.24% No change 1,978 $720K
Coldstream Capital Management Inc. 0.02% Add +16.9% 1,993 $718K
J.W. Cole Advisors, Inc. 0.03% No change 1,956 $712K
Exchange Traded Concepts, LLC 0.02% Add +4.5% 1,953 $711K
Global Wealth Management Investment Advisory, Inc. 0.15% Add +14.0% 1,949 $709K
Boothbay Fund Management, LLC 0.02% New 1,911 $695K
Guidance Capital, Inc. 0.22% Reduce -1.3% 2,011 $695K
Brighton Jones LLC 0.03% Reduce -8.6% 1,900 $691K
Arrow Financial Corp 0.06% No change 1,900 $691K
Ramirez Asset Management, Inc. 0.13% No change 1,899 $691K
Strategic Financial Services, Inc. 0.04% No change 1,895 $690K
Cullen Capital Management, LLC 0.01% No change 1,891 $688K
Whittier Trust Co. 0.01% Add +4.4% 1,868 $680K
Laffer Tengler Investments, Inc. 0.17% Add +3.4% 1,867 $679K
WealthPLAN Partners, LLC 0.09% No change 1,848 $672K
Campion Asset Management 0.49% Reduce -5.5% 1,839 $669K
Larson Financial Group LLC 0.04% Add +3714.6% 1,831 $666K
Vestmark Advisory Solutions, Inc. 0.02% No change 1,812 $659K
Burford Brothers, Inc. 0.34% Reduce -3.6% 1,790 $651K
OneDigital Investment Advisors LLC 0.01% Add +7.0% 1,770 $644K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.2% 1,740 $633K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -21.8% 1,756 $632K
Greenleaf Trust 0.01% Add +0.4% 1,736 $632K
Jacobi Capital Management LLC 0.05% Add +1.0% 1,734 $631K
Sara-Bay Financial 0.23% Reduce -2.1% 1,731 $630K
Biltmore Wealth Management, LLC 0.26% Reduce -6.5% 1,726 $628K
Summit Asset Management, LLC 0.07% No change 1,720 $626K
Summit Financial, LLC 0.02% Add +7.6% 1,710 $622K
Axxcess Wealth Management, LLC 0.02% Add +68.2% 1,709 $622K
Winmill & Co. Inc. 0.21% No change 1,700 $619K
Schechter Investment Advisors, LLC 0.05% Add +4.0% 1,695 $617K
TD Private Client Wealth LLC 0.02% Add +2.4% 1,695 $617K
STAR Financial Bank 0.41% Reduce -13.3% 1,688 $614K
Apollon Wealth Management, LLC 0.02% Add +26.5% 1,688 $614K
Signet Financial Management, LLC 0.08% Reduce -10.5% 1,687 $614K
Wesbanco Bank Inc. 0.02% Reduce -0.6% 1,677 $610K
Liberty Wealth Management LLC 0.10% Reduce -73.2% 1,671 $608K
Carnegie Investment Counsel 0.02% Add +1.2% 1,667 $607K
Berger Financial Group, Inc 0.04% Reduce -1.9% 1,642 $597K
Pasadena Private Wealth, LLC 0.13% Reduce -3.5% 1,638 $596K
Cigna Investments Inc. 0.11% No change 1,639 $596K
Trivium Point Advisory, LLC 0.08% Reduce -9.6% 1,761 $590K
Kingswood Wealth Advisors, LLC 0.04% Reduce -22.4% 1,630 $586K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.30% New 1,600 $582K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.2% 1,595 $580K
Blue Fin Capital, Inc. 0.11% No change 1,594 $580K
White Pine Capital LLC 0.20% Add +5.4% 1,583 $576K
Gryphon Financial Partners LLC 0.08% Add +0.1% 1,577 $574K
Sterling Capital Management LLC 0.01% — 1,548 $563K
Chesapeake Wealth Management 0.19% Add +2.2% 1,538 $560K
&partners 0.01% New 1,537 $559K
Naples Global Advisors, LLC 0.05% Add +1.7% 1,533 $558K
GAMMA Investing LLC 0.06% Add +38.4% 1,532 $557K
Chesley Taft & Associates LLC 0.03% Reduce -0.7% 1,530 $557K
Eastern Bank 0.01% New 1,530 $557K
Krane Funds Advisors LLC 0.02% Reduce -1.7% 1,525 $555K
Signaturefd, LLC 0.01% Add +5.7% 1,517 $552K
Summit Trail Advisors, LLC 0.01% Add +12.9% 1,516 $552K
Mechanics Bank Trust Department 0.07% No change 1,502 $547K
Advisory Alpha, LLC 0.02% Add +16.1% 1,499 $546K
Cornerstone Advisory, LLC 0.07% Add +1.0% 1,495 $544K
Everett Harris & Co. 0.01% Add +7.2% 1,492 $543K
Mgo One Seven LLC 0.02% Add +6.1% 1,472 $536K
IVC Wealth Advisors LLC 0.29% Reduce -0.3% 1,461 $532K
Heartland Bank & Trust Co 0.29% Reduce -3.4% 1,459 $531K
Stonegate Investment Group, LLC 0.01% No change 1,459 $531K
Main Line Retirement Advisors, LLC 0.36% Add +0.8% 1,456 $530K
Whitener Capital Management, Inc. 0.15% Add +11.4% 1,436 $523K
Baker Tilly Wealth Management, LLC 0.23% Add +24.0% 1,432 $521K
Equitable Holdings, Inc. 0.01% Add +4.9% 1,430 $520K
Brookstone Capital Management 0.01% Add +5.3% 1,417 $516K
Mirador Capital Partners LP 0.09% Reduce -1.3% 1,415 $515K
Buck Wealth Strategies, LLC 0.16% Reduce -35.5% 1,414 $514K
Doliver Advisors, LP 0.14% Reduce -16.2% 1,410 $513K
Arkadios Wealth Advisors 0.03% Reduce -6.4% 1,409 $513K
Gsa Capital Partners LLP 0.04% New 1,406 $512K
Lederer & Associates Investment Counsel 0.36% No change 1,404 $511K
Bleakley Financial Group, LLC 0.02% Add +6.0% 1,393 $507K
Fifth Third Wealth Advisors LLC 0.03% Add +5.0% 1,392 $507K
PFG Advisors 0.03% Reduce -19.3% 1,383 $503K
Eagle Harbor Asset Management Inc. 0.49% Reduce -2.8% 1,371 $499K
American Investment Services, Inc. 0.08% No change 1,368 $498K
PFG Investments, LLC 0.03% Add +6.3% 1,361 $495K
Cary Street Partners Investment Advisory LLC 0.02% Add +47.3% 1,351 $492K
Gallacher Capital Management LLC 0.22% New 1,332 $485K
Harvest Fund Management Co., Ltd 0.03% New 1,327 $483K
Legacy Wealth Asset Management, LLC 0.13% Add +1.3% 1,323 $481K
Koshinski Asset Management, Inc. 0.04% Add +45.5% 1,318 $480K
Texas Capital Bank Wealth Management Services Inc 0.05% New 1,318 $480K
HUB Investment Partners, LLC 0.02% Add +2.6% 1,315 $478K
Advisory Services Network, LLC 0.01% No change 1,663 $478K
Quotient Wealth Partners, LLC 0.02% Reduce -4.0% 1,313 $478K
Bank Ozk 0.20% No change 1,310 $477K
SPC Financial, Inc. 0.04% Add +7.1% 1,309 $476K
V-Square Quantitative Management LLC 0.07% Add +11.2% 1,306 $475K
Pallas Capital Advisors LLC 0.02% Add +58.1% 1,404 $475K
Blodgett Wealth Advisors, LLC 0.40% No change 1,300 $473K
Johnson Investment Counsel Inc. 0.00% Add +10.0% 1,291 $470K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -3.7% 1,286 $468K
Clark Capital Management Group, Inc. 0.00% Add +10.8% 1,282 $466K
Morningstar Investment Management LLC 0.05% Add +1.7% 1,351 $464K
Rise Advisors, LLC 0.22% Add +3.4% 1,275 $464K
Wedbush Securities Inc. 0.02% Reduce -64.7% 1,271 $462K
Jump Financial, LLC 0.01% Reduce -50.3% 1,261 $459K
IHT Wealth Management, LLC 0.01% Add +40.7% 1,262 $458K
Independent Advisor Alliance 0.02% Add +49.0% 1,258 $458K
Motco 0.05% Reduce -14.8% 1,258 $458K
AlphaStar Capital Management, LLC 0.04% Add +65.2% 1,252 $456K
Qtron Investments LLC 0.06% Reduce -52.8% 1,250 $455K
Blue Trust, Inc. 0.01% Add +81.6% 1,580 $455K
Syon Capital LLC 0.04% Add +0.3% 1,240 $451K
Dorsey & Whitney Trust CO LLC 0.02% Add +23.6% 1,232 $448K
Adell Harriman & Carpenter Inc. 0.03% No change 1,229 $447K
Essex Financial Services, Inc. 0.03% Add +0.7% 1,328 $445K
FJ Capital Management LLC 0.05% Reduce -19.7% 1,208 $440K
Oxbow Advisors, LLC 0.04% No change 1,197 $436K
Argent Trust Co 0.02% Reduce -1.1% 1,197 $436K
Premier Path Wealth Partners, LLC 0.07% Add +20.9% 1,181 $430K
Nilsine Partners, LLC 0.06% Reduce -2.0% 1,181 $430K
Conning Inc. 0.01% Reduce -58.5% 1,170 $426K
Pure Financial Advisors, LLC 0.01% Add +4.8% 1,170 $426K
West Oak Capital, LLC 0.21% Add +22.1% 1,162 $423K
Connors Investor Services Inc. 0.04% No change 1,150 $418K
Longfellow Investment Management Co. LLC 0.10% Add +0.5% 1,141 $415K
17 Capital Partners, LLC 0.27% New 1,132 $412K
HighPoint Advisor Group LLC 0.02% Reduce -21.8% 1,264 $409K
Second Line Capital, LLC 0.11% No change 1,124 $409K
True North Advisors, LLC 0.11% Reduce -12.2% 1,120 $408K
Brooklyn Investment Group 0.13% Add +5.8% 1,114 $405K
Creekside Partners 0.21% No change 1,114 $405K
Fiduciary Financial Group, LLC 0.09% Add +5.4% 1,165 $405K
Freedom Investment Management, Inc. 0.03% Reduce -27.2% 1,107 $403K
Whalerock Point Partners, LLC 0.10% No change 1,105 $402K
Sovereign Financial Group, Inc. 0.09% Add +1.9% 1,092 $397K
Weaver Consulting Group 0.13% No change 1,092 $397K
Ridgecrest Wealth Partners, LLC 0.21% No change 1,086 $395K
Signal Advisors Wealth, LLC 0.06% New 1,085 $395K
Certified Advisory Corp 0.04% No change 1,082 $394K
MBB Public Markets I LLC 0.03% Reduce -90.6% 1,080 $393K
Mission Wealth Management, LP 0.01% Reduce -0.5% 1,072 $390K
Aveo Capital Partners, LLC 0.04% Reduce -4.5% 1,069 $389K
Quadrant Capital Group LLC 0.03% Add +2.1% 1,068 $389K
Albert D Mason Inc. 0.24% Add +0.1% 1,050 $382K
Monetary Management Group Inc. 0.10% No change 1,050 $382K
G&S Capital LLC 0.16% Reduce -0.8% 1,049 $382K
Kingsview Wealth Management, LLC 0.01% New 1,046 $381K
Nebula Research & Development LLC 0.05% Add +48.8% 1,046 $381K
Patrick M Sweeney & Associates, Inc. 0.28% Add +14.3% 1,039 $378K
Dynamic Technology Lab Private Ltd 0.04% New 1,040 $378K
Jamison Private Wealth Management, Inc. 0.06% Add +0.3% 1,038 $378K
Wealthspire Advisors, LLC 0.00% Reduce -7.0% 1,038 $378K
Bill Few Associates, Inc. 0.13% No change 1,034 $376K
Pitcairn Co. 0.02% Add +5.2% 1,031 $375K
Kovack Advisors, Inc. 0.04% Add +0.1% 1,030 $375K
CIBC Private Wealth Group LLC 0.00% Add +3.9% 1,030 $375K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +347.8% 1,030 $375K
AdvisorNet Financial, Inc 0.03% Add +0.8% 1,029 $374K
Archer Investment Corp 0.10% No change 1,026 $373K
Florida Trust Wealth Management Co 0.01% Add +0.1% 1,025 $373K
Bond & Devick Financial Network, Inc. 0.16% Add +0.3% 1,020 $371K
Sharper & Granite LLC 0.16% Reduce -0.1% 1,016 $370K
Ellevest, Inc. 0.02% Reduce -12.0% 1,008 $367K
TRUE Private Wealth Advisors 0.04% Add +0.1% 1,006 $366K
Atalanta Sosnoff Capital, LLC 0.01% No change 1,004 $365K
Headinvest, LLC 0.07% No change 1,002 $365K
Lester Murray Antman dba SimplyRich 0.10% No change 1,003 $364K
Etesian Wealth Advisors, Inc. 0.16% No change 1,000 $364K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -50.0% 1,000 $364K
Valeo Financial Advisors, LLC 0.01% Add +17.4% 999 $364K
Howard Capital Management, LLC 0.01% New 991 $361K
Commons Capital, LLC 0.39% Add +1.7% 979 $356K
Hilltop Holdings Inc. 0.02% New 959 $349K
Knollwood Investment Advisory, LLC 0.04% No change 950 $346K
Planned Solutions, Inc. 0.14% New 947 $345K
Investmark Advisory Group LLC 0.17% Reduce -0.7% 945 $344K
Trust Co. of Vermont 0.02% No change 921 $335K
Sunbelt Securities, Inc. 0.03% Add +42.3% 919 $334K
Reynders McVeigh Capital Management, LLC 0.02% Add +15.8% 918 $334K
Lindbrook Capital, LLC 0.03% Add +5.2% 917 $334K
Commonwealth Financial Services, LLC 0.07% Reduce -3.8% 920 $331K
Evergreen Capital Management LLC 0.01% Add +26.1% 909 $331K
TKG Advisors, LLC 0.16% Reduce -3.4% 908 $330K
Shelton Capital Management 0.01% Reduce -6.0% 906 $330K
Intrua Financial, LLC 0.05% Reduce -13.4% 905 $329K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 898 $327K
Cadence Bank 0.02% No change 883 $321K
Fermata Advisors, LLC 0.07% Add +20.1% 883 $321K
Lake Street Advisors Group, LLC 0.01% Add +1.8% 866 $315K
Avantax Planning Partners, Inc. 0.01% Reduce -0.3% 864 $314K
Investment Advisory Group, LLC 0.11% No change 856 $311K
Deerfield Management Company, L.P. 0.01% New 856 $311K
Founders Capital Management 0.19% No change 850 $309K
Schwallier Wealth Management LLC 0.22% Add +0.8% 849 $309K
Ameritas Advisory Services, LLC 0.01% Add +0.6% 833 $303K
S.A. Mason LLC 0.16% Add +3.8% 825 $300K
Insigneo Advisory Services, LLC 0.03% Add +5.9% 823 $299K
Compound Planning, Inc. 0.02% New 821 $299K
Dark Forest Capital Management LP 0.04% New 819 $298K
Mather Group, Llc. 0.00% Reduce -31.5% 819 $298K
Godsey & Gibb, Inc. 0.03% Reduce -2.4% 817 $297K
Transamerica Financial Advisors, LLC 0.03% Reduce -12.5% 813 $296K
Excalibur Management Corp. 0.11% Reduce -0.6% 808 $294K
Chicago Partners Investment Group LLC 0.01% Add +26.5% 865 $294K
Andina Capital Management, LLC 0.22% Add +1.9% 806 $293K
Cetera Trust Company, N.A 0.18% Reduce -3.0% 805 $293K
Renaissance Group LLC 0.01% No change 805 $293K
Alexander Randolph Advisory, Inc. 0.26% No change 803 $292K
Wolverine Trading, LLC 0.01% Reduce -78.9% 818 $292K
BBJS Financial Advisors, LLC 0.10% Reduce -3.6% 799 $291K
Vicus Capital 0.03% Add +6.3% 799 $291K
Cresset Asset Management, LLC 0.00% New 795 $289K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.9% 791 $288K
CX Institutional 0.01% Add +6.9% 790 $287K
Willow Creek Wealth Management Inc. 0.03% No change 789 $287K
Ballentine Partners, LLC 0.00% New 787 $286K
Successful Portfolios LLC 0.19% Reduce -2.5% 784 $285K
Transcend Capital Advisors, LLC 0.02% Add +7.3% 779 $283K
Composition Wealth, LLC 0.01% New 779 $283K
Richwood Investment Advisors, LLC 0.23% No change 774 $281K
Beverly Hills Private Wealth, LLC 0.06% No change 771 $280K
Baron Silver Stevens Financial Advisors, LLC 0.05% New 768 $279K
Arkansas Financial Group, Inc. 0.05% No change 766 $279K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.9% 765 $278K
Petix & Botte Co 0.07% No change 764 $278K
Yoder Wealth Management, Inc. 0.17% Add +5.0% 763 $278K
Payden & Rygel 0.02% No change 760 $277K
Fidelis Capital Partners, LLC 0.03% Reduce -2.6% 814 $277K
W.H. Cornerstone Investments Inc. 0.19% Reduce -37.0% 756 $275K
Geneos Wealth Management Inc. 0.01% Reduce -0.7% 753 $274K
Perigon Wealth Management, LLC 0.01% Add +0.9% 751 $273K
Modern Wealth Management, LLC 0.02% New 744 $271K
Stratos Wealth Advisors, LLC 0.01% Reduce -13.4% 744 $271K
Walleye Trading LLC 0.01% New 744 $271K
Atticus Wealth Management, LLC 0.09% Add +20.1% 742 $270K
Merriman Wealth Management, LLC 0.01% No change 740 $269K
Lwmg, LLC 0.05% New 736 $268K
Center for Financial Planning, Inc. 0.04% No change 736 $268K
DDFG, Inc 0.08% No change 736 $268K
Gen-Wealth Partners Inc 0.12% Reduce -0.5% 792 $266K
FinDec Wealth Services, Inc. 0.15% No change 729 $265K
Capital Analysts, LLC 0.01% Reduce -0.9% 727 $265K
Walleye Capital LLC 0.00% New 719 $262K
TNF LLC 0.09% Reduce -9.6% 770 $260K
Clare Market Investments LLC 0.07% Reduce -93.3% 715 $260K
Western Wealth Management, LLC 0.01% New 712 $259K
StoneX Group Inc. 0.02% Reduce -81.6% 709 $258K
Whittier Trust Co. of Nevada Inc. 0.01% Add +1.4% 707 $257K
Wedmont Private Capital 0.01% New 741 $257K
NBW Capital LLC 0.05% Reduce -0.8% 706 $257K
Tiaa Trust, National Association 0.00% Reduce -14.5% 706 $257K
PDS Planning, Inc 0.02% New 705 $257K
Pingora Partners LLC 0.18% No change 700 $255K
Trustmark Bank Trust Department 0.02% No change 700 $255K
Forza Wealth Management, LLC 0.12% Reduce -0.1% 697 $254K
Wealth Alliance, LLC 0.03% New 696 $253K
Graypoint LLC 0.02% New 695 $253K
Avestar Capital, LLC 0.03% New 693 $252K
Crestmont Private Wealth LLC 0.11% New 692 $252K
Hutchens & Kramer Investment Management Group, LLC 0.14% New 693 $250K
Sentry Investment Management LLC 0.10% No change 685 $249K
CreativeOne Wealth, LLC 0.01% New 682 $248K
Silver Oak Securities, Incorporated 0.03% Add +7.0% 691 $247K
Northeast Investment Management 0.01% New 670 $244K
Landaas & Co. /Wi 0.07% New 668 $243K
Lathrop Investment Management Co. 0.05% New 667 $243K
Watts Gwilliam & Co., LLC 0.05% — 698 $243K
Nwam LLC 0.01% New 666 $242K
Capital Asset Advisory Services LLC 0.01% New 695 $242K
Badgley Phelps Wealth Managers, LLC 0.01% New 664 $242K
CoreCap Advisors, LLC 0.01% Reduce -28.4% 660 $240K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +2.3% 660 $240K
Pinnacle Associates Ltd. 0.00% Reduce -13.1% 785 $239K
Trust Investment Advisors 0.15% New 655 $238K
Hamilton Point Investment Advisors, LLC 0.04% New 655 $238K
Sigma Planning Corp 0.01% New 654 $238K
Advus Financial Partners, LLC 0.07% New 654 $238K
Alhambra Investment Management LLC 0.12% New 650 $237K
Ironsides Asset Advisors, LLC 0.07% New 650 $237K
L.M. Kohn & Company 0.06% New 645 $235K
Huntington National Bank 0.00% Add +5.4% 645 $235K
Curtis Advisory Group, LLC 0.07% Reduce -12.1% 642 $234K
Ascent Group, LLC 0.02% New 639 $233K
Signature Estate & Investment Advisors LLC 0.01% New 639 $233K
Waterloo Capital, L.P. 0.03% New 639 $232K
Private Trust Co. NA 0.02% Reduce -3.6% 637 $232K
L2 Asset Management, LLC 0.06% New 627 $228K
Claro Advisors Inc. 0.03% New 624 $227K
Pacific Sun Financial Corp 0.12% New 618 $225K
Trust Point Inc. 0.02% New 616 $224K
Legacy Capital Wealth Partners, LLC 0.04% New 615 $224K
GW Henssler & Associates Ltd. 0.01% New 614 $223K
Wimmer Associates 1, LLC 0.11% New 612 $223K
Aviance Capital Partners, LLC 0.03% New 610 $222K
Burney Co./ 0.01% New 610 $222K
Blake Schutter Theil Wealth Advisors, LLC 0.16% — 609 $222K
Childress Capital Advisors, LLC 0.06% New 607 $221K
Centaurus Financial, Inc. 0.01% No change 603 $220K
Catalyst Funds Management Pty Ltd 0.05% New 600 $218K
Leo Wealth, LLC 0.02% New 600 $218K
Doheny Asset Management 0.15% New 600 $218K
Ausdal Financial Partners, Inc. 0.02% New 598 $218K
Jefferies Financial Group Inc. 0.00% Reduce -62.1% 598 $218K
Dakota Wealth Management 0.00% New 596 $217K
Signature Wealth Management Group 0.09% New 596 $217K
Geller Advisors LLC 0.01% New 594 $216K
IRON Financial LLC 0.12% New 594 $216K
M&G PLC 0.00% New 591 $215K
Tobam 0.04% Reduce -6.8% 591 $215K
FinTrust Capital Advisors, LLC 0.04% Add +175.2% 589 $214K
Wealthspan Partners, LLC 0.10% New 584 $213K
Norden Group LLC 0.03% New 584 $212K
Secure Asset Management, LLC 0.04% New 582 $212K
Meridian Investment Counsel Inc. 0.06% New 580 $211K
Diversify Wealth Management, LLC 0.02% New 619 $210K
Stephenson & Company, Inc. 0.14% New 577 $210K
Creative Financial Designs Inc. 0.02% No change 575 $209K
PAX Financial Group, LLC 0.04% New 572 $208K
Marcum Wealth, LLC 0.02% New 570 $207K
Phillips Wealth Planners LLC 0.20% New 594 $206K
SpiderRock Advisors, LLC 0.00% New 565 $206K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +9.7% 565 $206K
Rwa Wealth Partners, LLC 0.00% New 561 $204K
Balefire, LLC 0.07% Reduce -5.4% 560 $204K
Bison Wealth, LLC 0.03% Reduce -20.0% 559 $203K
Oarsman Capital, Inc. 0.04% New 554 $202K
RMR Wealth Builders 0.02% New 554 $202K
Mengis Capital Management, Inc. 0.04% New 552 $201K
FourThought Financial Partners, LLC 0.02% New 550 $200K
Plante Moran Financial Advisors, LLC 0.02% No change 541 $197K
Aster Capital Management (DIFC) Ltd 0.04% — 535 $195K
Grove Bank & Trust 0.03% Add +5.4% 527 $192K
Trust Co 0.02% Reduce -71.4% 524 $191K
Northwest Bank & Trust Co 0.14% No change 506 $184K
Continuum Advisory, LLC 0.02% Add +7.7% 549 $182K
Wellington Shields & Co., LLC 0.06% New 500 $182K
WASHINGTON TRUST Co 0.01% Reduce -2.7% 500 $182K
Ascentis Independent Advisors 0.03% Reduce -38.1% 500 $182K
Northwest Capital Management Inc 0.07% No change 496 $180K
Cromwell Holdings LLC 0.11% No change 487 $177K
Byrne Asset Management LLC 0.12% New 482 $175K
Householder Group Estate & Retirement Specialist, LLC 0.05% Reduce -40.9% 478 $174K
Sound Income Strategies, LLC 0.01% Reduce -17.5% 467 $170K
Evermay Wealth Management LLC 0.03% Reduce -6.9% 460 $167K
Pinnacle Bancorp, Inc. 0.04% Add +12.8% 440 $160K
Covestor Ltd 0.10% Reduce -13.9% 440 $160K
City State Bank 0.06% New 430 $156K
Concourse Financial Group Securities, Inc. 0.01% Reduce -14.7% 429 $156K
HM Payson & Co. 0.00% Add +17.8% 424 $154K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 424 $154K
Lanark Financial, Inc. 0.01% Add +51.3% 422 $153K
Farmers & Merchants Investments Inc. 0.00% No change 418 $152K
J.Safra Asset Management Corp 0.01% Add +123.7% 425 $152K
Silvant Capital Management LLC 0.01% No change 414 $151K
Dynamic Wealth Strategies, LLC 0.12% Add +19.8% 411 $150K
Hartford Financial Management Inc. 0.03% No change 412 $150K
Ancora Advisors LLC 0.00% Add +190.1% 412 $150K
Spire Wealth Management 0.01% Add +46.4% 404 $147K
Smartleaf Asset Management LLC 0.02% Add +160.8% 412 $147K
Alta Advisers Ltd 0.07% No change 400 $146K
Pflug Koory, LLC 0.01% — 397 $144K
Painted Porch Advisors LLC 0.07% No change 394 $143K
JFS Wealth Advisors, LLC 0.01% No change 363 $132K
Hoertkorn Richard Charles 0.06% No change 357 $130K
Flaharty Asset Management, LLC 0.02% New 349 $127K
Earned Wealth Advisors, LLC 0.04% New 348 $127K
Avior Wealth Management, LLC 0.01% Reduce -10.4% 344 $125K
Hanson & Doremus Investment Management 0.02% No change 339 $123K
Pacific Center for Financial Services 0.03% No change 336 $122K
Alpine Bank Wealth Management 0.02% — 331 $120K
Rosenberg Matthew Hamilton 0.03% Add +5.1% 327 $119K
JNBA Financial Advisors 0.01% No change 321 $117K
Pinnacle Financial Partners Inc 0.00% No change 300 $109K
Bank of New Hampshire 0.03% No change 293 $107K
Global X Japan Co., Ltd. 0.01% Reduce -22.1% 293 $107K
Loomis Sayles & Co. L P 0.00% Add +3133.3% 291 $106K
Creekmur Asset Management LLC 0.02% Add +0.7% 281 $102K
Clearstead Advisors, LLC 0.00% Add +7.7% 266 $97K
Bellevue Asset Management, LLC 0.05% No change 260 $95K
Arax Advisory Partners 0.01% Add +2.0% 257 $94K
Sit Investment Associates Inc. 0.00% Reduce -43.3% 255 $93K
Parkside Financial Bank & Trust 0.01% Reduce -15.6% 254 $92K
Carolinas Wealth Consulting LLC 0.02% Add +2.1% 248 $90K
CENTRAL TRUST Co 0.00% Reduce -82.6% 245 $89K
Boyd Watterson Asset Management LLC 0.02% No change 240 $87K
GHP Investment Advisors, Inc. 0.00% Add +3.8% 221 $80K
Reston Wealth Management LLC 0.03% New 220 $80K
McIlrath & Eck, LLC 0.01% Add +24.6% 218 $79K
Perkins Coie Trust Co 0.02% No change 218 $79K
Financial Perspectives, Inc 0.03% Add +0.5% 217 $79K
Abich Financial Wealth Management LLC 0.17% Reduce -65.2% 207 $75K
Deseret Mutual Benefit Administrators 0.04% Add +39.2% 206 $75K
Capital Advisors, Ltd. LLC 0.01% Add +1.0% 201 $73K
Logan Capital Management Inc. 0.00% No change 200 $73K
State of Wyoming 0.01% New 199 $72K
CVA Family Office, LLC 0.01% Add +6.2% 188 $68K
Towne Trust Company, N.A 0.02% No change 185 $67K
EverSource Wealth Advisors, LLC 0.00% Reduce -31.5% 183 $67K
Salem Investment Counselors Inc. 0.00% No change 179 $65K
IMA Advisory Services, Inc. 0.01% New 178 $65K
Operose Advisors LLC 0.02% Add +1333.3% 172 $63K
Delta Asset Management LLC 0.01% No change 170 $62K
Pathway Financial Advisers, LLC 0.03% Reduce -0.6% 167 $61K
Perritt Capital Management Inc 0.03% Add +0.7% 156 $57K
FWL Investment Management, LLC 0.02% Add +244.4% 155 $56K
Harbor Capital Advisors, Inc. 0.00% New 150 $55K
BOK Financial Private Wealth, Inc. 0.00% New 142 $52K
Compagnie Lombard Odier SCmA 0.00% New 138 $50K
Toth Financial Advisory Corp. 0.01% No change 137 $50K
Riverview Trust Co 0.04% Add +2.3% 132 $48K
LRI Investments, LLC 0.00% Reduce -2.1% 141 $47K
Armstrong Advisory Group, Inc. 0.00% Reduce -33.7% 118 $43K
NBT Bank, N.A. 0.00% New 118 $43K
Glass Jacobson Investment Advisors llc 0.01% No change 116 $42K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -3.5% 112 $41K
Elequin Capital, LP 0.09% New 110 $40K
Centerpoint Advisors, LLC 0.01% Reduce -58.0% 111 $40K
Rational Advisors, Inc. 0.00% Reduce -14.8% 109 $40K
ORG Partners LLC 0.01% No change 108 $39K
Ashton Thomas Securities, LLC 0.01% New 104 $38K
Castleview Partners, LLC 0.02% Reduce -6.4% 103 $38K
Tidemark, LLC 0.02% Add +3.0% 102 $37K
Aspire Private Capital, LLC 0.01% No change 100 $36K
Crewe Advisors LLC 0.00% No change 99 $36K
Cypress Capital Management LLC (WY) 0.04% No change 96 $35K
Smithfield Trust Co 0.00% No change 92 $34K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 100 $34K
Fourpath Capital Management, LLC 0.01% New 93 $34K
Venturi Wealth Management, LLC 0.00% No change 91 $33K
MV Capital Management, Inc. 0.00% Add +2.4% 87 $32K
Winch Advisory Services, LLC 0.01% Add +1.2% 87 $31K
Meeder Asset Management Inc. 0.00% Add +3.6% 86 $31K
TCTC Holdings, LLC 0.00% No change 86 $31K
GW&K Investment Management, LLC 0.00% Add +14.3% 80 $29K
Sandy Spring Bank 0.00% Add +7.3% 73 $27K
Legacy Bridge, LLC 0.01% Add +13.6% 67 $24K
Catalyst Capital Advisors LLC 0.00% New 67 $24K
Beacon Capital Management, LLC 0.00% Add +38.3% 65 $24K
Wellington Shields Capital Management, LLC 0.00% New 65 $24K
Park Place Capital Corp 0.01% Add +10.5% 63 $23K
Bell Investment Advisors, Inc 0.00% No change 61 $22K
Raleigh Capital Management Inc. 0.01% Add +79.4% 61 $22K
CoreFirst Bank & Trust 0.01% New 60 $22K
Western Pacific Wealth Management, LP 0.01% New 59 $21K
Versant Capital Management, Inc 0.00% Add +1.7% 59 $21K
Global Financial Private Client, LLC 0.01% Add +12.0% 56 $20K
Wintrust Investments LLC 0.01% New 56 $20K
Bruce G. Allen Investments, LLC 0.01% No change 53 $19K
Hilltop National Bank 0.01% No change 50 $18K
Caldwell Trust Co 0.00% No change 50 $18K
Caitlin John, LLC 0.01% New 54 $18K
Valley National Advisers Inc. 0.00% Reduce -78.2% 50 $18K
Heritage Wealth Advisors 0.00% No change 49 $18K
Zions Bancorporation, N.A. 0.00% Reduce -26.9% 49 $18K
Asset Dedication, LLC 0.00% No change 45 $16K
Abound Wealth Management 0.01% Add +38.7% 43 $16K
Wolff Wiese Magana LLC 0.01% No change 42 $15K
DecisionPoint Financial, LLC 0.00% No change 39 $14K
Harbor Investment Advisory, LLC 0.00% Reduce -2.5% 39 $14K
WFA of San Diego, LLC 0.01% No change 38 $14K
Fortitude Family Office, LLC 0.01% No change 37 $13K
Quent Capital, LLC 0.00% No change 37 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 35 $13K
Game Plan Financial Advisors, LLC 0.01% New 35 $13K
Pineridge Advisors LLC 0.00% No change 35 $13K
Financial Avengers, Inc. 0.01% No change 34 $12K
Leonteq Securities AG 0.00% No change 33 $12K
Financial Management Professionals, Inc. 0.00% Add +6.5% 33 $12K
Addison Advisors LLC 0.00% No change 32 $12K
1620 Investment Advisors, Inc. 0.01% No change 31 $11K
West Paces Advisors Inc. 0.00% No change 31 $11K
Arlington Trust Co LLC 0.00% No change 31 $11K
GPS Wealth Strategies Group, LLC 0.00% Reduce -26.8% 30 $11K
HHM Wealth Advisors, LLC 0.00% No change 27 $10K
Manitou Investment Management Ltd. 0.00% No change 27 $10K
Sachetta, LLC 0.00% No change 26 $9K
Cape Investment Advisory, Inc. 0.00% New 25 $9K
Quarry LP 0.00% Reduce -88.0% 25 $9K
Hoese & Co LLP 0.01% No change 25 $9K
Dunhill Financial, LLC 0.00% Add +76.9% 23 $8K
Hemington Wealth Management 0.00% New 27 $8K
Avion Wealth 0.00% Add +10.0% 22 $8K
Anchor Investment Management, LLC 0.00% Add +23.5% 21 $8K
DT Investment Partners, LLC 0.00% No change 20 $7K
Union Savings Bank 0.00% No change 20 $7K
North Star Investment Management Corp. 0.00% Reduce -20.0% 20 $7K
Brown Brothers Harriman & Co. 0.00% Add +566.7% 20 $7K
Washington Trust Advisors, Inc. 0.00% No change 19 $7K
Raffa Wealth Management, LLC 0.00% No change 17 $6K
Highline Wealth Partners LLC 0.00% Add +50.0% 15 $5K
NFSG Corp 0.00% No change 15 $5K
PSI Advisors, LLC 0.00% No change 15 $5K
Goodman Advisory Group, LLC 0.00% New 15 $5K
WR Wealth Planners, LLC 0.00% No change 15 $5K
Northwest Investment Counselors, LLC 0.00% New 15 $5K
Aspect Partners, LLC 0.00% No change 14 $5K
Cornerstone Planning Group LLC 0.00% Add +15.4% 15 $5K
Red Tortoise LLC 0.00% No change 13 $5K
Clearstead Trust, LLC 0.00% No change 12 $4K
Glen Eagle Advisors, LLC 0.00% No change 12 $4K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -50.0% 10 $4K
MCF Advisors LLC 0.00% No change 10 $4K
Coppell Advisory Solutions LLC 0.00% No change 10 $4K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
TFC Financial Management, Inc. 0.00% Add +12.5% 9 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8 $3K
Atlas Capital Advisors Inc. 0.00% No change 8 $3K
Legacy Investment Solutions, LLC 0.00% — 8 $3K
Legacy Wealth Managment, LLC 0.00% — 8 $3K
Eagle Bay Advisors LLC 0.00% No change 6 $2K
Core Alternative Capital 0.00% No change 5 $2K
ESL Trust Services, LLC 0.00% No change 5 $2K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Key Financial Inc 0.00% No change 4 $1K
ClariVest Asset Management LLC 0.00% No change 4 $1K
Financial Network Wealth Advisors LLC 0.00% New 3 $1K
Valued Wealth Advisors LLC 0.00% New 3 $1K
JDM Financial Group LLC 0.00% New 3 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $1K
Nvwm, LLC 0.00% No change 3 $1K
Winthrop Capital Management, LLC 0.00% Reduce -20.0% 4 $1K
Horizon Financial Services, LLC 0.00% No change 2 $728
Voisard Asset Management Group, Inc. 0.00% New 2 $728
Chesapeake Asset Management LLC 0.00% New 2 $727
Hexagon Capital Partners LLC 0.00% Reduce -50.0% 1 $400
Truvestments Capital LLC 0.00% New 1 $364
Baron Capital (BAMCO) 0.00% Reduce -100.0% 1 $364
WestEnd Advisors, LLC 0.00% New 1 $364
First Horizon Advisors, Inc. 0.00% No change 1 $364
Y.D. More Investments Ltd 0.00% New 25 $19

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