Public StoragePSA

13F holders, Q1 2025 (March 31)
1,148holders +17
99new positions
86sold out
9famous investors
$298.56avg. 13F price*

At the end of Q1 2025, 1,148 institutions reported holding Public Storage (PSA) in their 13F filings, up 17 from Q4 2024. 99 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($6.2B), BlackRock, Inc. ($5.0B) and State Street Corp. ($3.1B). 9 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions99$149.1M
Exits86$171.9M

All 13F filers, Q4 2024 → Q1 2025: 4,853,261 shares bought and 5,700,926 shares sold, net −847,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,148 holders

Vanguard Group Inc. 0.11% Add +0.7% 20,735,896 $6.2B
BlackRock, Inc. 0.11% Reduce -1.2% 16,771,244 $5.0B
State Street Corp. 0.13% Add +1.0% 10,487,694 $3.1B
Cohen & Steers, Inc. 3.16% Add +5.0% 5,705,500 $1.7B
T. Rowe Price Associates Inc. 0.17% Reduce -22.7% 4,571,977 $1.4B
FMR LLC 0.08% Add +1.1% 4,348,716 $1.3B
Geode Capital Management, LLC 0.10% Add +2.4% 4,105,111 $1.2B
Norges Bank 0.13% Reduce -1.1% 3,076,065 $920.6M
JPMorgan Chase & Co. 0.07% Reduce -1.3% 3,053,102 $913.8M
Wellington Management Group LLP 0.17% Add +1.0% 2,987,662 $894.2M
Charles Schwab Investment Management Inc. 0.16% Add +1.2% 2,836,477 $848.4M
Northern Trust Corp. 0.11% Add +2.8% 2,546,478 $762.1M
APG Asset Management US Inc. 4.95% No change 2,161,039 $645.8M
Dimensional Fund Advisors LP 0.16% Add +0.6% 2,134,493 $638.8M
Legal & General Group Plc 0.16% Add +1.2% 1,953,343 $584.6M
Barrow Hanley Mewhinney & Strauss LLC 1.93% Add +3.9% 1,773,175 $530.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +4.0% 1,771,006 $530.0M
Morgan Stanley 0.03% Reduce -4.0% 1,600,631 $479.1M
Deutsche Bank AG 0.18% Add +9.8% 1,546,240 $462.8M
Daiwa Securities Group Inc. 1.54% Add +11.6% 1,218,051 $364.6M
Ameriprise Financial Inc. 0.10% Add +0.2% 1,201,167 $359.5M
Goldman Sachs Group Inc. 0.07% Add +68.9% 1,164,992 $348.7M
Invesco Ltd. 0.06% Add +1.6% 1,116,537 $334.2M
Russell Investments Group, Ltd. 0.45% Add +8.9% 1,088,171 $325.2M
Bank of New York Mellon Corp 0.06% Reduce -2.0% 1,075,602 $321.9M
Bank of America Corp. 0.02% Add +2.3% 919,008 $275.0M
Capital International Investors 0.05% Reduce -22.5% 917,935 $274.7M
Nuveen, LLC 0.08% — 906,130 $271.2M
Massachusetts Financial Services Co. 0.09% Reduce -1.7% 906,017 $271.2M
Centersquare Investment Management LLC 2.67% Add +13.6% 862,916 $258.3M
Royal Bank of Canada 0.05% Reduce -4.6% 791,736 $237.0M
Sumitomo Mitsui Trust Group, Inc. 0.16% Reduce -1.9% 754,662 $225.9M
American Century Companies Inc. 0.14% Add +13.3% 750,786 $224.7M
Canada Pension Plan Investment Board 0.21% Reduce -32.7% 738,713 $221.1M
Neuberger Berman Group LLC 0.18% Reduce -26.8% 730,687 $218.7M
California Public Employees Retirement System 0.15% Reduce -2.9% 726,467 $217.4M
Amundi 0.08% Reduce -8.6% 712,948 $210.1M
Montrusco Bolton Investments Inc. 2.72% Add +7.9% 715,030 $207.2M
Clearbridge Investments, LLC 0.17% Add +1.4% 663,062 $198.4M
HSBC Holdings PLC 0.13% Add +1.8% 662,857 $198.2M
Prudential Financial Inc. 0.24% Reduce -7.3% 568,962 $170.3M
Duff & Phelps Investment Management Co. 1.84% Reduce -3.2% 524,145 $156.9M
Alliancebernstein L.P. 0.05% Add +4.4% 505,135 $151.2M
CANADA LIFE ASSURANCE Co 0.25% Add +9.8% 467,122 $140.1M
Sei Investments Co. 0.17% Add +6.9% 454,211 $135.9M
National Pension Service 0.13% Add +10.3% 452,749 $135.5M
Swiss National Bank 0.09% Reduce -0.0% 444,700 $133.1M
Macquarie Group Ltd. 0.16% Add +2.2% 440,161 $131.7M
Aew Capital Management L P 6.32% Reduce -1.7% 432,080 $129.3M
UBS Group AG 0.03% Reduce -9.1% 421,288 $126.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +9.5% 392,762 $117.5M
Qube Research & Technologies Ltd 0.18% Add +124.5% 386,178 $115.6M
Wells Fargo & Company 0.03% Add +4.3% 384,854 $115.2M
Janus Henderson Group PLC 0.06% Reduce -12.4% 377,588 $111.1M
Lasalle Investment Management Securities LLC 4.83% Reduce -16.1% 368,946 $110.4M
HighTower Advisors, LLC 0.15% Add +2.0% 362,282 $108.4M
Rhumbline Advisers 0.10% Add +2.4% 351,404 $105.2M
CBRE Investment Management Listed Real Assets LLC 1.57% Add +29.0% 339,993 $101.8M
Aberdeen Group plc 0.19% Add +32.8% 333,814 $99.7M
Schroder Investment Management Group 0.10% Add +1.9% 333,319 $98.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.71% — 321,671 $96.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Reduce -4.4% 316,444 $94.7M
Public Employees Retirement System of Ohio 0.34% Reduce -2.2% 311,071 $93.1M
Asset Management One Co., Ltd. 0.32% Add +1.2% 310,601 $93.0M
BNP Paribas Financial Markets 0.07% Add +43.3% 310,237 $92.9M
Bank Julius Baer & Co. Ltd, Zurich 0.28% Add +11.7% 292,958 $87.1M
Heitman Real Estate Securities LLC 5.55% Add +115.9% 286,264 $85.7M
Barclays PLC 0.04% Add +2.3% 281,036 $84.1M
Nomura Asset Management Co. Ltd. 0.24% Add +4.8% 267,364 $80.0M
California State Teachers Retirement System 0.09% Add +0.3% 248,065 $74.2M
Principal Financial Group Inc. 0.04% Add +0.2% 238,425 $71.4M
Point72 Asset Management 0.21% Add +16.7% 236,781 $70.9M
Retirement Systems of Alabama 0.27% Reduce -0.8% 231,096 $69.2M
Capital World Investors 0.01% Reduce -79.0% 225,000 $67.3M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Add +0.8% 224,179 $67.1M
Allspring Global Investments Holdings, LLC 0.11% Add +37.0% 215,113 $64.3M
Caisse de depot et placement du Quebec 0.13% Add +7.6% 210,271 $62.9M
New York State Common Retirement Fund 0.09% Reduce -5.7% 207,409 $62.1M
Allianz Asset Management GmbH 0.09% Add +57.3% 203,305 $60.8M
KBC Group NV 0.19% Reduce -0.9% 202,268 $60.5M
TD Asset Management Inc 0.05% Reduce -4.5% 194,124 $58.1M
Raymond James Financial Inc. 0.02% Reduce -2.2% 183,438 $54.9M
First Trust Advisors LP 0.05% Reduce -13.0% 182,173 $54.5M
Citigroup Inc. 0.04% Add +48.6% 181,131 $54.2M
Envestnet Asset Management Inc. 0.02% Reduce -2.4% 163,662 $49.0M
Swedbank AB 0.06% Add +1.0% 161,140 $48.2M
PGGM Investments 0.62% Reduce -14.7% 153,039 $45.8M
Artisan Partners Limited Partnership 0.07% Add +0.9% 151,153 $45.2M
NewEdge Advisors, LLC 0.27% Add +6.3% 151,130 $45.2M
State Board of Administration of Florida Retirement System 0.09% No change 146,878 $44.0M
Renaissance Technologies 0.07% Add +12.7% 146,034 $43.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% Add +6.7% 145,866 $43.7M
National Bank of Canada 0.05% Add +25.0% 138,424 $41.4M
Great Lakes Advisors, LLC 0.36% Add +3.6% 135,069 $40.4M
Bank of Montreal 0.02% Reduce -19.1% 133,850 $40.1M
Perpetual Ltd 0.48% Add +33.8% 133,118 $39.8M
DekaBank Deutsche Girozentrale 0.08% Add +5.3% 134,169 $38.8M
Hazelview Securities Inc. 6.93% Add +1.8% 127,332 $38.1M
Lansforsakringar Fondforvaltning AB (publ) 0.23% Reduce -49.6% 124,671 $37.3M
Federated Hermes, Inc. 0.08% Add +1.9% 124,563 $37.3M
Citadel Advisors 0.04% Add +26.3% 118,982 $35.6M
STRS Ohio 0.15% Reduce -14.8% 117,537 $35.2M
New York State Teachers Retirement System 0.08% Reduce -7.4% 117,168 $35.1M
Aviva PLC 0.08% Add +16.0% 110,159 $33.0M
Skandinaviska Enskilda Banken AB (publ) 0.16% Reduce -13.1% 105,299 $31.5M
Westwood Holdings Group Inc. 0.24% Reduce -1.9% 104,878 $31.4M
Manufacturers Life Insurance Company, The 0.03% Add +3.0% 103,972 $31.1M
Van Eck Associates Corp. 0.04% Add +3.6% 103,850 $31.1M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -29.5% 103,792 $31.1M
State of New Jersey Common Pension Fund D 0.14% Reduce -5.0% 103,465 $31.0M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +11.6% 101,073 $30.3M
Korea Investment CORP 0.07% Add +10.2% 99,128 $29.7M
AQR Capital Management 0.03% Reduce -53.4% 96,619 $28.9M
State of Alaska, Department of Revenue 0.33% Add +1.4% 95,983 $28.7M
Andra AP-fonden 0.46% Add +50.4% 94,600 $28.3M
LPL Financial LLC 0.01% Add +5.6% 93,294 $27.9M
Resona Asset Management Co.,Ltd. 0.16% Add +7.2% 93,977 $27.8M
Pinebridge Investments, L.P. 0.22% Add +8021.5% 90,392 $27.1M
State of Wisconsin Investment Board 0.07% Add +0.9% 89,917 $26.9M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -0.1% 88,858 $26.6M
Storebrand Asset Management As 0.09% Reduce -0.3% 88,380 $26.5M
Heartland Advisors Inc. 1.51% Reduce -0.9% 88,084 $26.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Add +3.0% 87,469 $26.2M
Natixis Advisors, LLC 0.05% Add +9.5% 85,683 $25.6M
Employees Retirement System of Texas 0.28% Add +14.2% 85,183 $25.5M
Cwm, LLC 0.10% Reduce -1.9% 85,082 $25.5M
Alyeska Investment Group, L.P. 0.10% New 84,062 $25.2M
Carnegie Investment Counsel 0.59% Add +4979.9% 84,174 $25.0M
Pictet Asset Management Holding SA 0.03% Reduce -23.9% 81,875 $24.5M
1832 Asset Management L.P. 0.05% Add +7.0% 81,812 $24.5M
Flputnam Investment Management Co. 0.46% Add +2.2% 81,320 $24.3M
Pacer Advisors, Inc. 0.06% Reduce -7.9% 80,900 $24.2M
KLP Kapitalforvaltning As 0.12% Add +30.2% 80,114 $24.0M
APG Asset Management N.V. 0.07% Reduce -0.5% 85,800 $23.8M
Handelsbanken Fonder AB 0.10% Reduce -4.5% 79,316 $23.7M
Mackenzie Financial Corp. 0.03% Add +7.5% 78,777 $23.6M
Corient Private Wealth LP 0.04% Reduce -1.5% 77,926 $23.3M
Danske Bank A/S 0.07% Reduce -13.5% 77,203 $23.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +99.2% 77,036 $23.1M
D. E. Shaw & Co. 0.03% Add +204.2% 76,378 $22.9M
Nisa Investment Advisors, LLC 0.11% Reduce -14.6% 76,352 $22.9M
Verition Fund Management LLC 0.14% Add +1926.4% 76,273 $22.8M
Toronto Dominion Bank 0.06% Reduce -9.5% 76,267 $22.8M
Franklin Resources Inc. 0.01% Add +4.1% 76,100 $22.8M
Royal London Asset Management Ltd. 0.05% Add +12.9% 73,806 $22.1M
State of Tennessee, Department of Treasury 0.08% Reduce -18.6% 73,726 $22.1M
Cibc World Market Inc. 0.05% Add +5.1% 73,551 $22.0M
Treasurer of the State of North Carolina 0.09% Add +2.8% 72,384 $21.7M
Uniplan Investment Counsel, Inc. 2.15% Reduce -20.0% 71,632 $21.4M
Los Angeles Capital Management LLC 0.09% Add +782.3% 68,780 $20.6M
Stifel Financial Corp. 0.02% Reduce -2.0% 65,455 $19.6M
Achmea Investment Management B.V. 0.28% Add +33.3% 64,560 $19.3M
Ensign Peak Advisors, Inc 0.04% Reduce -7.0% 64,348 $19.3M
Cibc World Markets Corp. 0.15% Reduce -10.8% 63,039 $18.9M
Weil Company, Inc. 5.56% Add +0.0% 62,244 $18.6M
IFM Investors Pty Ltd 0.20% Reduce -9.9% 61,753 $18.5M
Nan Shan Life Insurance Co., Ltd. 0.43% No change 61,489 $18.4M
Worldquant Millennium Advisors LLC 0.11% Add +167.5% 60,128 $18.0M
Equitable Trust Co. 0.98% Reduce -18.3% 59,290 $17.7M
UniSuper Management Pty Ltd 0.13% Add +1.6% 57,821 $17.3M
Twinbeech Capital LP 0.31% Add +0.0% 57,557 $17.2M
Chilton Capital Management LLC 0.73% Reduce -5.7% 56,260 $16.8M
Rathbones Group PLC 0.08% Add +17.4% 56,094 $16.8M
Waterfront Capital Partners, LLC 2.87% New 56,007 $16.8M
Gotham Asset Management 0.14% Add +66.4% 55,625 $16.6M
Commerce Bank 0.11% Reduce -0.9% 55,183 $16.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +1.9% 54,763 $16.4M
Soapstone Management L.P. 12.57% New 53,750 $16.1M
Fifth Third Bancorp 0.06% Reduce -0.9% 50,922 $15.2M
Davis Selected Advisers 0.09% Reduce -0.7% 49,760 $14.9M
US Bancorp \de 0.02% Reduce -1.1% 48,639 $14.6M
Commonwealth Equity Services, LLC 0.02% Add +8.3% 47,936 $14.3M
State of Michigan Retirement System 0.08% No change 47,121 $14.1M
Teacher Retirement System of Texas 0.06% Reduce -53.9% 46,756 $14.0M
Cetera Investment Advisers 0.03% Add +0.3% 46,718 $14.0M
CWA Asset Management Group, LLC 0.67% Reduce -6.6% 46,517 $13.9M
MetLife Investment Management, LLC 0.08% Reduce -1.9% 46,491 $13.9M
Arizona State Retirement System 0.09% Add +2.6% 46,270 $13.8M
Edge Wealth Management LLC 2.73% Add +1.7% 44,996 $13.5M
Credit Agricole S A 0.05% Add +7.5% 44,935 $13.4M
Quantinno Capital Management LP 0.09% Add +58.5% 44,883 $13.4M
Victory Capital Management Inc. 0.01% Reduce -1.2% 44,853 $13.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +12.0% 44,236 $13.2M
Nissay Asset Management Corp. /Japan 0.08% Add +1.4% 42,177 $12.6M
Public Sector Pension Investment Board 0.05% Add +3.1% 42,151 $12.6M
Isthmus Partners, LLC 1.57% Add +1.4% 41,958 $12.6M
Cubist Systematic Strategies, LLC 0.16% New 41,053 $12.3M
Corebridge Financial, Inc. 0.07% Reduce -4.1% 41,031 $12.3M
Nomura Holdings Inc. 0.07% Add +74.3% 40,933 $12.3M
B&I Capital AG 3.96% Reduce -13.6% 40,655 $12.2M
CIBC Asset Management Inc 0.04% Add +58.7% 39,503 $11.8M
Guggenheim Capital LLC 0.11% Reduce -14.8% 39,243 $11.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Reduce -3.1% 37,572 $11.2M
Susquehanna Fundamental Investments, LLC 0.19% Reduce -36.1% 36,934 $11.1M
Czech National Bank 0.10% Add +5.9% 36,197 $10.8M
FIL Ltd 0.01% Reduce -8.6% 35,993 $10.8M
Osaic Holdings, Inc. 0.02% Reduce -20.2% 34,912 $10.5M
Camden National Bank 1.55% Reduce -2.5% 34,841 $10.4M
Mariner, LLC 0.02% Add +0.3% 34,781 $10.4M
Fiduciary Trust Co 0.13% Reduce -4.5% 34,052 $10.2M
New Age Alpha Advisors, LLC 0.45% Add +4.9% 33,512 $10.0M
Calamos Advisors LLC 0.07% Add +1.1% 33,243 $9.9M
Waverly Advisors, LLC 0.12% Add +1.9% 33,035 $9.9M
Amalgamated Bank 0.08% Add +0.1% 32,909 $9.8M
Van Lanschot Kempen Investment Management N.V. 0.10% Reduce -19.2% 32,896 $9.8M
Squarepoint Ops LLC 0.02% Reduce -29.3% 32,739 $9.8M
Voya Investment Management LLC 0.01% Add +0.3% 32,426 $9.7M
Kestra Advisory Services, LLC 0.05% Add +10.0% 32,238 $9.6M
Capital Investment Advisors, LLC 0.19% Add +12.1% 32,061 $9.6M
Cullen/Frost Bankers, Inc. 0.13% Add +6.5% 31,147 $9.3M
Stephens Inc. 0.14% Reduce -18.1% 30,976 $9.3M
Aptus Capital Advisors, LLC 0.10% Add +9.0% 30,921 $9.3M
Forsta Ap-Fonden 0.07% Reduce -3.8% 30,800 $9.2M
O'shaughnessy Asset Management, LLC 0.07% Add +13.3% 30,592 $9.2M
Mediolanum International Funds Ltd 0.13% Reduce -1.8% 31,076 $9.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -0.0% 30,153 $9.0M
ProShare Advisors LLC 0.02% Add +5.1% 30,137 $9.0M
USS Investment Management Ltd 0.07% No change 29,949 $9.0M
Janney Montgomery Scott LLC 0.03% Reduce -1.2% 29,912 $9.0M
Truist Financial Corp. 0.01% Reduce -3.2% 29,636 $8.9M
Seven Post Investment Office LP 3.34% Add +0.6% 29,250 $8.8M
Northwest & Ethical Investments L.P. 0.24% Reduce -2.7% 29,193 $8.7M
GSI Capital Advisors LLC 4.55% Add +1.8% 29,020 $8.7M
West Coast Financial LLC 0.99% Reduce -2.3% 28,975 $8.7M
Cerity Partners LLC 0.02% Reduce -11.1% 28,757 $8.6M
DNB Asset Management AS 0.04% Reduce -1.4% 28,532 $8.5M
Thrivent Financial for Lutherans 0.02% Reduce -1.3% 28,316 $8.5M
AXA S.A. 0.03% Add +0.2% 28,353 $8.5M
Sheets Smith Wealth Management 1.05% Reduce -0.7% 28,203 $8.4M
Varma Mutual Pension Insurance Co 0.07% Reduce -9.4% 28,098 $8.4M
Edgemoor Investment Advisors, Inc. 0.78% Add +6.3% 28,074 $8.4M
Jones Financial Companies LLLP 0.01% Add +43.5% 27,608 $8.1M
GAM Holding AG 0.62% Reduce -15.5% 26,746 $8.0M
Sophron Capital Management L.P. 2.72% Reduce -7.4% 26,726 $8.0M
Hudson Bay Capital Management LP 0.06% New 26,510 $7.9M
Clifford Swan Investment Counsel LLC 0.29% No change 26,306 $7.9M
Metis Global Partners, LLC 0.22% Add +12.5% 26,274 $7.9M
Erste Asset Management GmbH 0.10% Add +14.2% 26,600 $7.8M
Utah Retirement Systems 0.09% No change 26,154 $7.8M
Franklin, Parlapiano, Turner & Welch, LLC 2.08% Add +0.8% 25,820 $7.7M
Clarity Financial LLC 0.88% Add +10.1% 25,600 $7.7M
Xponance LLC 0.07% Add +0.2% 25,158 $7.5M
Tompkins Financial Corp. 0.72% Add +0.7% 25,104 $7.5M
Rothschild Investment LLC 0.50% Reduce -0.4% 24,866 $7.4M
GC Wealth Management RIA, LLC 1.35% Add +1.0% 24,508 $7.3M
Yousif Capital Management, LLC 0.09% Reduce -0.4% 24,500 $7.3M
Edgestream Partners, L.P. 0.25% Add +459.5% 24,423 $7.3M
Creative Planning 0.01% Add +6.5% 24,042 $7.2M
Vestcor Inc 0.24% Add +66.7% 23,800 $7.1M
New York Life Investment Management LLC 0.07% Reduce -0.5% 23,283 $7.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +16.3% 24,387 $6.9M
Police & Firemen's Retirement System of New Jersey 0.07% No change 22,948 $6.9M
Old National Bancorp 0.18% Reduce -5.1% 22,782 $6.8M
Meritage Portfolio Management 0.45% New 22,638 $6.8M
Rockefeller Capital Management L.P. 0.02% Add +16.6% 22,611 $6.8M
Columbus Macro, LLC 0.89% Add +5.3% 22,531 $6.7M
QRG Capital Management, Inc. 0.07% Add +6.5% 22,355 $6.7M
Eastover Investment Advisors LLC 3.22% Reduce -0.4% 22,268 $6.7M
PNC Financial Services Group, Inc. 0.00% Reduce -2.1% 21,612 $6.5M
Nordea Investment Management AB 0.01% Add +69.0% 21,523 $6.5M
UMB Bank, n.a. 0.11% Add +6.2% 21,552 $6.5M
Sarasin & Partners LLP 0.07% Reduce -0.3% 21,409 $6.4M
Intech Investment Management LLC 0.07% Add +2005.1% 21,283 $6.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.6% 21,242 $6.4M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 21,182 $6.3M
Pensionfund PDN 4.08% Reduce -11.2% 20,589 $6.2M
Mercer Global Advisors Inc. 0.01% Reduce -8.2% 20,527 $6.1M
M&T Bank Corp 0.02% Reduce -5.7% 20,528 $6.1M
Baird Financial Group, Inc. 0.01% Add +2.4% 20,449 $6.1M
ING Groep NV 0.04% Reduce -0.0% 20,124 $6.0M
MainStreet Investment Advisors LLC 0.87% Reduce -2.3% 20,038 $6.0M
Asset Planning Services Inc. /La/ 2.94% Add +1.9% 19,348 $5.8M
CI Investments Inc. 0.02% Reduce -2.9% 19,190 $5.7M
SummitTX Capital, L.P. 0.25% — 19,142 $5.7M
Eisler Capital Management Ltd. 0.17% New 19,120 $5.7M
Knights of Columbus Asset Advisors LLC 0.39% No change 18,884 $5.7M
Pring Turner Capital Group Inc. 3.50% Add +4.4% 18,828 $5.6M
Ellsworth Advisors, LLC 1.46% Reduce -19.0% 18,558 $5.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.6% 18,386 $5.5M
Advocate Group LLC 1.00% Add +0.2% 18,365 $5.5M
Mutual of America Capital Management LLC 0.06% Reduce -2.9% 18,326 $5.5M
MassMutual Private Wealth & Trust, FSB 0.16% Reduce -2.6% 18,142 $5.4M
Riverview Capital Advisers, LLC 1.68% New 17,867 $5.3M
Natixis 0.03% Reduce -56.8% 17,679 $5.3M
Pathstone Holdings, LLC 0.02% Add +54.3% 18,113 $5.2M
Bank of Nova Scotia 0.01% Reduce -19.7% 17,295 $5.2M
Rafferty Asset Management, LLC 0.02% Reduce -17.2% 17,182 $5.1M
Holocene Advisors, LP 0.02% Add +10.1% 17,143 $5.1M
Trajan Wealth LLC 0.28% Add +5.1% 16,897 $5.1M
Susquehanna International Group, LLP 0.01% Reduce -75.7% 16,616 $5.0M
OP Asset Management Ltd 0.08% — 16,475 $4.9M
Graham Capital Management, L.P. 0.23% Add +246.7% 16,237 $4.9M
Focus Partners Wealth 0.01% Add +4.1% 16,036 $4.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -21.1% 15,819 $4.7M
Marshall Wace, LLP 0.01% Reduce -60.6% 15,719 $4.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.14% Reduce -2.8% 15,671 $4.7M
Norinchukin Bank, The 0.09% Add +10.1% 15,565 $4.7M
Voloridge Investment Management, LLC 0.02% Add +335.4% 15,435 $4.6M
Northwest Bancshares, Inc. 0.84% Add +2.8% 15,313 $4.6M
Candriam S.C.A. 0.03% Reduce -11.6% 15,244 $4.6M
Siemens Fonds Invest GmbH 0.31% New 15,124 $4.5M
MML Investors Services, LLC 0.01% Reduce -28.9% 15,077 $4.5M
Ieq Capital, LLC 0.04% Add +2.7% 15,068 $4.5M
MAI Capital Management 0.03% Add +3.6% 15,032 $4.5M
Investment Management Corp of Ontario 0.09% Reduce -7.0% 15,017 $4.5M
Cape Cod Five Cents Savings Bank 0.41% No change 12,315 $4.5M
Adelante Capital Management LLC 0.34% Reduce -12.6% 250,826 $4.5M
Te Ahumairangi Investment Management Ltd 0.93% Add +2.0% 14,691 $4.4M
Swiss Life Asset Management Ltd 0.03% Add +33.5% 14,620 $4.4M
Engineers Gate Manager LP 0.07% Reduce -15.9% 14,572 $4.4M
Zimmer Partners, LP 0.09% Reduce -30.6% 14,500 $4.3M
Dean Investment Associates, LLC 0.64% Reduce -7.2% 14,407 $4.3M
SGL Investment Advisors, Inc. 2.23% Reduce -2.4% 14,170 $4.3M
Colonial Trust Advisors 0.38% Add +0.6% 14,182 $4.2M
Rakuten Investment Management, Inc. 0.02% — 14,406 $4.2M
Ethic Inc. 0.08% Reduce -8.0% 13,881 $4.1M
TCW Group Inc. 0.04% Add +5.2% 13,696 $4.1M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -0.3% 13,567 $4.1M
Oregon Public Employees Retirement Fund 0.08% Add +0.1% 13,525 $4.0M
Sanctuary Advisors, LLC 0.03% Add +9.1% 13,125 $3.9M
Vanguard Personalized Indexing Management, LLC 0.06% Add +8.9% 12,765 $3.8M
Allstate Corp. 0.11% Reduce -3.6% 12,713 $3.8M
Slagle Financial, LLC 1.68% Add +3.5% 12,664 $3.8M
Mizuho Securities USA LLC 0.08% Reduce -15.5% 12,619 $3.8M
Ontario Teachers Pension Plan Board 0.06% Add +56.9% 12,576 $3.8M
Two Sigma Investments, LP 0.01% Add +524.6% 12,492 $3.7M
Arrowstreet Capital, Limited Partnership 0.00% New 12,227 $3.7M
Exencial Wealth Advisors, LLC 0.14% Reduce -2.1% 12,178 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Add +4.3% 12,173 $3.6M
Arjuna Capital 1.00% Reduce -7.7% 12,100 $3.6M
1834 Investment Advisors Co. 0.46% Reduce -10.4% 12,012 $3.6M
Cornerstone Advisors, LLC 0.15% No change 11,900 $3.6M
Generali Investments, Management Co LLC 1.00% Add +8.4% 11,749 $3.5M
First Nebraska Trust Co 0.34% No change 11,585 $3.5M
Azimuth Capital Investment Management LLC 0.14% Add +14.5% 11,571 $3.5M
Elo Mutual Pension Insurance Co 0.08% Reduce -28.6% 11,374 $3.4M
Man Group plc 0.01% Reduce -61.1% 11,373 $3.4M
Avantax Advisory Services, Inc. 0.02% Add +13.1% 11,272 $3.4M
Naviter Wealth, LLC 0.41% Add +1.4% 11,424 $3.4M
Atom Investors LP 0.41% Add +32.7% 11,023 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 11,000 $3.3M
Wealthfront Advisers LLC 0.01% Add +4.6% 10,930 $3.3M
Vanderbilt University 0.62% Add +42.0% 10,859 $3.2M
Foundations Investment Advisors, LLC 0.06% Reduce -36.4% 10,803 $3.2M
Kentucky Retirement Systems 0.10% Reduce -0.3% 10,797 $3.2M
NEOS Investment Management LLC 0.06% Add +76.4% 10,716 $3.2M
Keybank National Association 0.01% Reduce -3.4% 10,695 $3.2M
Benjamin Edwards Inc. 0.04% Add +1.4% 10,630 $3.2M
Gould Capital, LLC 2.22% Add +4.0% 10,602 $3.2M
HGI Capital Management, LLC 3.95% New 10,572 $3.2M
Capital Investment Counsel, LLC 0.52% Reduce -0.1% 10,524 $3.1M
Avanza Fonder AB 0.10% Reduce -17.2% 10,549 $3.1M
Bokf, NA 0.06% Reduce -63.1% 10,424 $3.1M
Beacon Pointe Advisors, LLC 0.03% Add +1.1% 10,361 $3.1M
Robeco Institutional Asset Management B.V. 0.01% No change 10,346 $3.1M
Carrera Capital Advisors 0.68% Add +16.1% 10,288 $3.1M
Walled Lake Planning & Wealth Management, LLC 1.09% New 10,258 $3.1M
Chatham Capital Group, Inc. 0.51% Reduce -1.9% 10,226 $3.1M
Pensionfund Sabic 0.91% Reduce -15.0% 10,213 $3.1M
Stiles Financial Services Inc 1.16% Add +3.5% 10,095 $3.0M
Hantz Financial Services, Inc. 0.05% Reduce -3.7% 10,057 $3.0M
Algert Global LLC 0.07% New 10,005 $3.0M
D.A. Davidson & Co. 0.02% Add +7.4% 9,988 $3.0M
Sigma Investment Counselors Inc. 0.18% Reduce -5.0% 9,928 $3.0M
Regions Financial Corp. 0.02% Reduce -9.3% 9,915 $3.0M
Tidal Investments LLC 0.02% Reduce -1.0% 9,859 $3.0M
LYNX Capital Group Ltd. 1.51% Add +17.8% 9,816 $2.9M
Captrust Financial Advisors 0.01% Reduce -0.9% 9,721 $2.9M
Hamilton Capital Partners Inc. 0.19% Add +18.2% 9,691 $2.9M
Hartford Investment Management Co. 0.10% Reduce -1.0% 9,620 $2.9M
Trilogy Capital Inc. 0.15% Add +3.1% 9,541 $2.9M
Oppenheimer & Co. Inc. 0.04% Reduce -0.9% 9,235 $2.8M
Little House Capital LLC 0.76% New 9,224 $2.8M
DoubleLine ETF Adviser LP 0.91% Reduce -19.2% 9,165 $2.7M
Dynamic Advisor Solutions LLC 0.09% Add +9.7% 9,162 $2.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -26.3% 9,127 $2.7M
Vident Advisory, LLC 0.04% Add +16.5% 9,121 $2.7M
XML Financial, LLC 0.25% Add +4.1% 9,054 $2.7M
Aware Super Pty Ltd as trustee of Aware Super 0.05% No change 9,036 $2.7M
Systematic Alpha Investments, LLC 0.10% No change 9,030 $2.7M
Nicola Wealth Management LTD. 0.26% Add +7.2% 8,890 $2.7M
Sequoia Financial Advisors, LLC 0.02% Add +4.6% 8,864 $2.7M
Brown Advisory Inc. 0.00% Add +6.3% 8,686 $2.6M
Procyon Advisors, LLC 0.16% Add +2.8% 8,590 $2.6M
Johnson Financial Group, Inc. 0.12% Add +6.8% 8,514 $2.5M
Louisiana State Employees Retirement System 0.05% No change 8,500 $2.5M
FORA Capital, LLC 0.26% Reduce -27.5% 8,485 $2.5M
Texas Yale Capital Corp. 0.10% Add +7.8% 8,457 $2.5M
Spirit of America Management Corp. 0.51% Reduce -4.6% 8,375 $2.5M
Securian Asset Management, Inc. 0.08% Reduce -1.2% 8,330 $2.5M
Forte Capital LLC 0.29% Reduce -0.3% 8,224 $2.5M
Tudor Investment Corporation 0.02% Reduce -63.9% 8,177 $2.4M
Vinva Investment Management Ltd 0.10% Add +3.9% 8,313 $2.4M
Sowell Financial Services LLC 0.11% New 8,154 $2.4M
Oppenheimer Asset Management Inc. 0.03% Add +12.1% 8,131 $2.4M
Ritholtz Wealth Management 0.07% Add +3.0% 8,120 $2.4M
Advisors Asset Management, Inc. 0.05% Reduce -15.4% 8,091 $2.4M
Point72 (DIFC) Ltd 0.23% New 8,070 $2.4M
Bristlecone Advisors, LLC 0.20% Add +1.7% 8,031 $2.4M
GRS Advisors, LLC 0.25% Reduce -93.0% 7,872 $2.4M
Presima Securities ULC 0.51% Add +2.0% 7,671 $2.3M
Townsquare Capital LLC 0.02% Add +67.2% 7,582 $2.3M
Ostrum Asset Management 0.12% Add +1.6% 7,564 $2.3M
Merit Financial Group, LLC 0.03% Reduce -11.3% 7,424 $2.2M
Bell Bank 0.12% No change 7,406 $2.2M
Maryland State Retirement & Pension System 0.05% Reduce -12.5% 7,393 $2.2M
Banque Cantonale Vaudoise 0.10% — 7,367 $2.2M
New Mexico Educational Retirement Board 0.08% Reduce -1.3% 7,365 $2.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.21% No change 7,350 $2.2M
GeoWealth Management, LLC 0.09% Add +0.4% 7,190 $2.2M
Crossmark Global Holdings, Inc. 0.04% Add +27.5% 7,057 $2.1M
Allworth Financial LP 0.01% Add +0.0% 7,151 $2.1M
Midwest Professional Planners, LTD. 0.65% Add +1.1% 6,943 $2.1M
Schonfeld Strategic Advisors LLC 0.01% New 6,940 $2.1M
Saturna Capital Corp. 0.03% Add +5.3% 6,901 $2.1M
Petredis Investment Advisors LLC 0.21% Add +1.7% 6,866 $2.1M
E. Ohman J:or Asset Management AB 0.05% Reduce -4.2% 6,800 $2.0M
JGP Wealth Management, LLC 0.27% Reduce -11.9% 6,787 $2.0M
Rowlandmiller & Partners.adv 0.42% Reduce -0.4% 6,676 $2.0M
AG2R La Mondiale Gestion D'actifs 0.11% — 6,468 $2.0M
Moran Wealth Management, LLC 0.07% Reduce -82.6% 6,621 $2.0M
United Community Bank 0.73% Add +71.0% 6,516 $2.0M
Colonial Trust Co / SC 0.30% Add +2.2% 6,474 $1.9M
&partners 0.02% Add +12.9% 6,593 $1.9M
Y-Intercept (Hong Kong) Ltd 0.13% Reduce -69.6% 6,432 $1.9M
Allen Wealth Management, LLC 1.31% Add +3.3% 6,369 $1.9M
Tower Research Capital LLC (TRC) 0.06% Reduce -2.5% 6,325 $1.9M
Thoroughbred Financial Services, LLC 0.12% Reduce -0.1% 6,289 $1.9M
Virtu Financial LLC 0.10% New 6,183 $1.9M
Sawyer & Company, Inc 0.74% Reduce -1.6% 6,149 $1.8M
Orion Porfolio Solutions, LLC 0.02% Add +9.9% 6,098 $1.8M
Orion Portfolio Solutions, LLC 0.02% Add +9.9% 6,098 $1.8M
Werlinich Asset Management, LLC 1.15% Add +0.9% 6,055 $1.8M
Weaver Capital Management LLC 0.48% Add +0.1% 5,972 $1.8M
Steward Partners Investment Advisory, LLC 0.02% Add +21.5% 5,946 $1.8M
Bessemer Group Inc. 0.00% Reduce -48.8% 5,932 $1.8M
Plato Investment Management Ltd 0.15% Reduce -5.2% 5,858 $1.8M
Old Port Advisors 0.53% Reduce -6.1% 5,921 $1.8M
Capital Management Associates, Inc 0.40% Reduce -25.3% 5,918 $1.8M
WD Rutherford LLC 0.93% Add +2.0% 6,072 $1.8M
JPL Wealth Management, LLC 0.50% Add +7.4% 5,858 $1.8M
Synovus Financial Corp. 0.02% Add +50.7% 5,798 $1.7M
Columbia Bank 0.59% Add +12.9% 5,739 $1.7M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.2% 5,693 $1.7M
iA Global Asset Management Inc. 0.03% Add +0.5% 5,581 $1.7M
Union Bancaire Privee, UBP SA 0.03% No change 5,500 $1.6M
Hennion & Walsh Asset Management, Inc. 0.07% Add +1.0% 5,270 $1.6M
Horizon Investments, LLC 0.05% Add +8.7% 5,249 $1.6M
Atria Investments, Inc 0.02% Add +2.4% 5,247 $1.6M
Commerzbank Aktiengesellschaft 0.04% Add +10.5% 5,229 $1.6M
Harvest Portfolios Group Inc. 0.05% Add +40.3% 5,227 $1.6M
Private Advisor Group, LLC 0.01% Add +20.1% 5,215 $1.6M
Lido Advisors, LLC 0.01% Add +21.3% 5,212 $1.6M
Kornitzer Capital Management Inc. 0.03% No change 5,200 $1.6M
Middleton & Co. Inc. 0.18% Reduce -3.3% 5,175 $1.5M
MQS Management LLC 0.89% New 5,170 $1.5M
Centiva Capital, LP 0.09% Reduce -46.8% 5,088 $1.5M
Apollon Wealth Management, LLC 0.03% Reduce -3.1% 5,042 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 5,012 $1.5M
Gifford Fong Associates 0.37% No change 5,000 $1.5M
Columbia Asset Management 0.31% Add +0.4% 4,994 $1.5M
Twin Capital Management Inc. 0.17% Add +12.7% 4,992 $1.5M
Segment Wealth Management, LLC 0.10% Reduce -0.9% 4,979 $1.5M
Moloney Securities Asset Management, LLC 0.20% New 4,843 $1.4M
Diligent Investors, LLC 0.35% Reduce -5.7% 4,823 $1.4M
Bangor Savings Bank 0.14% Reduce -4.1% 4,791 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Add +7.9% 4,788 $1.4M
Azzad Asset Management Inc. 0.17% Add +1.7% 4,777 $1.4M
Cascade Investment Advisors, Inc. 0.95% Reduce -0.1% 4,714 $1.4M
Caprock Group, LLC 0.04% Add +21.6% 4,698 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.3% 4,698 $1.4M
Atria Wealth Solutions, Inc. 0.02% Reduce -8.7% 4,687 $1.4M
Alaethes Wealth, LLC 0.51% Add +5.2% 4,654 $1.4M
Rodgers Brothers Inc. 0.18% Add +3.4% 4,600 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -10.1% 4,599 $1.4M
United Capital Financial Advisors, LLC 0.01% Reduce -0.7% 4,581 $1.4M
Wambolt & Associates, LLC 0.46% Add +1.6% 4,548 $1.4M
Hancock Whitney Corp. 0.04% Add +5.8% 4,529 $1.4M
WBH Advisory Inc. 0.13% Add +4.8% 4,477 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -32.4% 4,462 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +14.7% 4,460 $1.3M
ASR Vermogensbeheer N.V. 0.02% — 4,415 $1.3M
First Manhattan Co. Llc. 0.00% Reduce -23.0% 4,405 $1.3M
Assetmark, Inc. 0.00% Add +9.1% 4,336 $1.3M
Sage Capital Management, LLC 0.70% Reduce -0.5% 4,333 $1.3M
Abc Arbitrage SA 0.24% Reduce -65.4% 4,281 $1.3M
Highview Capital Management LLC 0.53% Add +3.0% 4,230 $1.3M
American Assets Capital Advisers, LLC 0.53% No change 4,225 $1.3M
Sheaff Brock Investment Advisors, LLC 0.12% Reduce -0.2% 4,219 $1.3M
Concurrent Investment Advisors, LLC 0.03% Add +228.8% 4,218 $1.3M
Lindenwold Advisors, INC 0.70% Reduce -0.4% 4,193 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +25.4% 4,169 $1.2M
Mission Wealth Management, LP 0.03% New 4,142 $1.2M
Generali Asset Management SPA SGR 0.03% Add +881.6% 4,103 $1.2M
Arbor Capital Management Inc. 1.19% Add +5.0% 4,134 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -6.1% 4,096 $1.2M
Haverford Trust Co 0.01% Reduce -4.2% 4,092 $1.2M
Jain Global LLC 0.03% New 4,088 $1.2M
Robertson Stephens Wealth Management, LLC 0.05% Add +0.3% 4,075 $1.2M
RB Capital Management, LLC 0.31% Add +0.1% 4,073 $1.2M
Snowden Capital Advisors LLC 0.04% Reduce -0.3% 4,063 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -0.7% 4,047 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +3.9% 4,012 $1.2M
Banco Santander, S.A. 0.01% New 4,003 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.08% Reduce -0.1% 4,000 $1.2M
Praxis Investment Management Inc. 0.08% Add +4.2% 4,000 $1.2M
Ossiam 0.02% Reduce -5.2% 3,934 $1.2M
ICW Investment Advisors LLC 0.48% Add +1.0% 3,901 $1.2M
Moneta Group Investment Advisors LLC 0.02% Add +0.1% 3,808 $1.1M
Assenagon Asset Management S.A. 0.00% Reduce -3.5% 3,792 $1.1M
Jump Financial, LLC 0.02% New 3,757 $1.1M
Park Avenue Securities LLC 0.01% Add +18.9% 3,725 $1.1M
Meridian Wealth Management, LLC 0.05% Add +181.2% 3,712 $1.1M
Rogco, LP 0.44% Add +2.8% 3,701 $1.1M
Founders Financial Securities LLC 0.09% Add +11.4% 3,775 $1.1M
United Services Automobile Association 0.03% New 3,699 $1.1M
RD Lewis Holdings, Inc. 1.23% Add +10.5% 3,609 $1.1M
Summit Trail Advisors, LLC 0.04% Add +43.3% 3,619 $1.1M
Sumitomo Life Insurance Co. 0.04% No change 3,600 $1.1M
Meeder Advisory Services, Inc. 0.06% Add +1.1% 3,581 $1.1M
Quadrant Capital Group LLC 0.04% Add +237.4% 3,570 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% No change 3,570 $1.1M
Regatta Capital Group, LLC 0.21% Add +2.1% 3,564 $1.1M
Shell Asset Management Co. 0.05% Reduce -4.4% 3,505 $1.0M
TD Waterhouse Canada Inc. 0.01% Add +8.0% 3,500 $1.0M
W.H. Cornerstone Investments Inc. 0.71% Add +73.2% 3,449 $1.0M
Buck Wealth Strategies, LLC 0.19% Add +41.6% 3,418 $1.0M
AlphaQuest LLC 0.11% Add +21256.3% 3,417 $1.0M
Mutual Advisors, LLC 0.03% Reduce -16.4% 3,485 $1.0M
Quantbot Technologies LP 0.03% Reduce -51.5% 3,373 $1.0M
Montecito Bank & Trust 0.18% Reduce -1.5% 3,365 $1.0M
Romano Brothers and Company 0.13% Reduce -2.8% 3,329 $996K
Pekin Hardy Strauss, Inc. 0.12% Reduce -2.8% 3,294 $986K
Formidable Asset Management, LLC 0.16% Reduce -3.8% 3,279 $981K
Donald L. Hagan, LLC 0.51% Add +3.4% 3,270 $979K
Vestmark Advisory Solutions, Inc. 0.03% Add +53.1% 3,256 $974K
Hummer Financial Advisory Services Inc 0.79% No change 3,244 $971K
Westpac Banking Corp. 0.07% Reduce -11.7% 3,236 $969K
J. Safra Sarasin Holding AG 0.02% Add +6.8% 3,214 $962K
Family Legacy, Inc. 0.33% Add +2.0% 3,202 $958K
Spire Wealth Management 0.03% Add +678.1% 3,198 $957K
FJ Capital Management LLC 0.10% New 3,196 $957K
Empowered Funds, LLC 0.01% Add +13.3% 3,186 $954K
HB Wealth Management, LLC 0.01% Add +14.0% 3,161 $946K
Checchi Capital Advisers, LLC 0.07% Add +21.9% 3,150 $943K
IFP Advisors, Inc 0.03% Add +15.3% 3,095 $926K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.7% 3,083 $923K
EP Wealth Advisors, LLC 0.01% Reduce -5.9% 3,055 $914K
Capital Advisory Group Advisory Services, LLC 0.35% Reduce -3.2% 3,049 $913K
Prime Capital Investment Advisors, LLC 0.01% Reduce -13.1% 3,034 $908K
Sterling Investment Advisors, Ltd. 0.22% Reduce -3.1% 3,027 $906K
Maltin Wealth Management, Inc. 0.43% Reduce -0.4% 3,026 $906K
Waddell & Associates, LLC 0.11% Add +0.4% 3,026 $906K
GF Fund Management Co. LTD. 0.02% Add +4.3% 2,986 $894K
Generation Capital Management LLC 0.79% No change 2,928 $876K
Plimoth Trust Co. LLC 0.23% Reduce -40.2% 2,925 $875K
Global Wealth Management Investment Advisory, Inc. 0.17% Add +33.8% 2,923 $875K
Hartline Investment Corp./ 0.12% Reduce -0.8% 2,915 $872K
J.W. Cole Advisors, Inc. 0.03% Add +46.7% 2,877 $861K
Impact Partnership Wealth, LLC 0.18% Reduce -9.5% 2,857 $855K
Integrated Advisors Network LLC 0.04% Reduce -7.2% 2,847 $852K
Whittier Trust Co. 0.01% Reduce -6.6% 2,821 $844K
Avidian Wealth Enterprises, LLC 0.04% Reduce -17.5% 2,805 $839K
Hendershot Investments Inc. 0.11% Reduce -11.0% 2,801 $838K
Bragg Financial Advisors, Inc 0.03% No change 2,801 $838K
Mufg Securities Americas Inc. 0.10% Add +19.9% 2,790 $835K
Pavion Blue Capital, LLC 0.40% No change 2,788 $834K
Conning Inc. 0.03% Reduce -7.5% 2,778 $831K
Silverlake Wealth Management LLC 0.32% Reduce -0.9% 2,765 $827K
Lazard Asset Management LLC 0.00% Reduce -26.7% 2,767 $827K
Blair William & Co. 0.00% Reduce -9.7% 2,741 $820K
Prudential PLC 0.00% No change 2,727 $816K
Cape Ann Savings Bank 0.51% Add +0.7% 2,720 $814K
Smithbridge Asset Management Inc. 0.15% — 2,714 $812K
Groesbeck Investment Management Corp. 1.12% No change 2,685 $804K
Vontobel Holding Ltd. 0.00% No change 2,652 $794K
Guidance Capital, Inc. 0.24% Add +21.3% 2,642 $793K
Kestra Private Wealth Services, LLC 0.01% Add +5.5% 2,647 $792K
One Capital Management, LLC 0.03% Reduce -2.2% 2,630 $787K
Frank, Rimerman Advisors LLC 0.06% Add +6.8% 2,606 $780K
Principal Securities, Inc. 0.02% Add +0.7% 2,603 $779K
DAVENPORT & Co LLC 0.00% Add +0.7% 2,599 $778K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -36.9% 2,592 $776K
Independent Financial Group, LLC 0.03% Reduce -4.8% 2,584 $773K
Mgo One Seven LLC 0.03% Add +4.5% 2,571 $770K
Penserra Capital Management LLC 0.01% Reduce -18.7% 2,551 $762K
Sompo Asset Management Co., Ltd. 0.14% Reduce -14.5% 2,530 $757K
Elevation Wealth Partners, LLC 0.32% Reduce -0.2% 2,496 $747K
Choreo, LLC 0.01% Add +8.5% 2,495 $747K
Naples Global Advisors, LLC 0.07% Add +38.8% 2,488 $744K
Gold Investment Management Ltd. 0.31% Reduce -2.6% 2,464 $737K
Mechanics Financial Corp 0.33% Reduce -1.0% 2,456 $735K
Berkeley Capital Partners, LLC 0.20% Add +0.4% 2,414 $723K
Dearborn Partners LLC 0.03% Add +0.5% 2,411 $722K
Campbell & CO Investment Adviser LLC 0.06% Add +69.2% 2,404 $719K
Loudon Investment Management, LLC 0.41% No change 2,400 $718K
GMO 0.00% New 2,400 $718K
Ar Asset Management Inc. 0.16% No change 2,388 $715K
South Plains Financial, Inc. 0.56% Reduce -1.1% 2,384 $713K
SPC Financial, Inc. 0.06% Add +13.1% 2,377 $711K
2UniFi Bank 0.45% Add +1.4% 2,317 $703K
TFG Advisers LLC 0.26% Add +0.1% 2,350 $703K
Inspire Advisors, LLC 0.08% Add +14.1% 2,348 $703K
Werba Rubin Papier Wealth Management 0.15% Add +3.1% 2,345 $702K
NorthRock Partners, LLC 0.02% Add +11.1% 2,329 $697K
Prestige Wealth Management Group LLC 0.15% Add +2.8% 2,320 $694K
Illinois Municipal Retirement Fund 0.01% No change 2,279 $682K
Exchange Traded Concepts, LLC 0.01% Add +16.3% 2,278 $682K
Glenmede Trust Co. NA 0.00% Add +5.9% 2,277 $681K
Savant Capital, LLC 0.01% Reduce -75.0% 2,249 $673K
Farther Finance Advisors, LLC 0.02% Add +28.6% 2,246 $671K
SG Americas Securities, LLC 0.00% Reduce -44.2% 2,232 $668K
First Foundation Advisors 0.03% Reduce -3.5% 2,231 $668K
Flavin Financial Services, Inc. 0.60% Add +21.1% 2,177 $651K
Atlas Brown,Inc. 0.23% Add +2.1% 2,176 $651K
Evercore Wealth Management, LLC 0.01% No change 2,163 $647K
Profund Advisors LLC 0.03% Reduce -18.4% 2,158 $646K
Private Trust Co. NA 0.07% Add +228.1% 2,139 $640K
Winebrenner Capital Management LLC 0.58% No change 2,134 $639K
Great Valley Advisor Group, Inc. 0.01% No change 2,123 $635K
Nations Financial Group Inc, /Ia/ 0.05% New 2,122 $635K
Shum Financial Group, Inc. 0.54% Add +1.7% 2,089 $625K
Retirement Planning Co of New England, Inc. 0.31% Add +1.6% 2,084 $624K
Trivium Point Advisory, LLC 0.08% Add +18.0% 2,068 $619K
Quadrature Capital Ltd 0.01% Reduce -70.5% 2,064 $618K
Coldstream Capital Management Inc. 0.01% Add +0.1% 2,053 $615K
Parallel Advisors, LLC 0.01% Add +4.0% 2,041 $611K
Greenleaf Trust 0.01% Add +12.2% 2,032 $608K
San Luis Wealth Advisors LLC 0.14% New 2,030 $608K
Advisors Capital Management, LLC 0.01% Reduce -5.7% 2,027 $607K
Horst & Graben Wealth Management LLC 0.11% Add +0.5% 2,023 $606K
Linscomb Wealth, Inc. 0.03% Reduce -2.6% 2,002 $599K
Peapack Gladstone Financial Corp. 0.01% Reduce -5.4% 1,997 $598K
NewEdge Wealth, LLC 0.01% Reduce -19.4% 1,997 $598K
Axxcess Wealth Management, LLC 0.02% Add +18.2% 1,991 $596K
Cresset Asset Management, LLC 0.00% Reduce -17.2% 1,980 $593K
Ascent Group, LLC 0.03% Add +127.4% 1,978 $592K
Clarius Group, LLC 0.04% Add +1.0% 1,962 $587K
Jamison Private Wealth Management, Inc. 0.09% Add +0.2% 1,934 $579K
Panagora Asset Management Inc. 0.00% No change 1,928 $577K
AlphaStar Capital Management, LLC 0.06% Add +1.5% 1,925 $576K
Norden Group LLC 0.07% New 1,910 $572K
Ramirez Asset Management, Inc. 0.12% No change 1,899 $568K
TD Private Client Wealth LLC 0.02% Add +7.5% 1,898 $568K
Advisors Preferred, LLC 0.08% New 1,900 $568K
Strategic Financial Services, Inc. 0.03% No change 1,895 $567K
Harbour Investments, Inc. 0.02% Reduce -29.7% 1,859 $556K
WealthPLAN Partners, LLC 0.08% Reduce -0.2% 1,844 $552K
Signet Financial Management, LLC 0.07% Add +7.2% 1,829 $547K
Abn Amro Investment Solutions 0.01% Reduce -15.6% 1,829 $547K
Busey Bank 0.02% Reduce -3.5% 1,820 $545K
Campion Asset Management 0.42% Reduce -1.1% 1,809 $541K
Jacobi Capital Management LLC 0.04% Add +3.3% 1,806 $541K
Independent Advisor Alliance 0.02% Add +35.9% 1,797 $538K
Groupe la Francaise 0.01% Add +5.3% 1,833 $535K
Signaturefd, LLC 0.01% Add +19.1% 1,779 $532K
Inspire Investing, LLC 0.06% Reduce -55.0% 1,769 $529K
Summit Financial, LLC 0.01% Add +6.8% 1,757 $526K
GAMMA Investing LLC 0.04% Add +16.7% 1,754 $525K
Advisory Alpha, LLC 0.02% Add +4.3% 1,751 $524K
Gallacher Capital Management LLC 0.25% Add +17.7% 1,742 $521K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 1,740 $521K
Equitable Holdings, Inc. 0.00% Add +8.7% 1,730 $518K
Biltmore Wealth Management, LLC 0.22% Reduce -0.3% 1,729 $517K
Brighton Jones LLC 0.02% Add +9.7% 1,726 $517K
Longfellow Investment Management Co. LLC 0.13% Add +59.8% 1,715 $513K
Arkadios Wealth Advisors 0.02% Add +23.8% 1,715 $513K
IVC Wealth Advisors LLC 0.28% Add +9.8% 1,712 $512K
Liberty Wealth Management LLC 0.10% Add +1.1% 1,707 $511K
Winmill & Co. Inc. 0.15% No change 1,700 $509K
Live Oak Investment Partners 0.40% New 1,699 $508K
Greykasell Wealth Strategies, Inc. 0.27% Add +0.1% 1,698 $508K
StoneX Group Inc. 0.03% Add +12.3% 1,698 $508K
OneDigital Investment Advisors LLC 0.01% Add +14.4% 1,684 $504K
Pasadena Private Wealth, LLC 0.10% Reduce -5.0% 1,680 $503K
Prudent Man Advisors, LLC 0.18% No change 1,676 $502K
Heartland Bank & Trust Co 0.26% Add +18.3% 1,666 $499K
B. Riley Wealth Advisors, Inc. 0.02% Add +17.4% 1,661 $497K
Schechter Investment Advisors, LLC 0.04% Add +2.9% 1,619 $485K
Fifth Third Wealth Advisors LLC 0.02% Add +3.8% 1,588 $475K
Cigna Investments Inc. 0.09% Reduce -1.1% 1,586 $475K
Chesapeake Wealth Management 0.17% Reduce -6.0% 1,580 $473K
Whitener Capital Management, Inc. 0.13% Add +6.0% 1,574 $471K
Doliver Advisors, LP 0.13% Add +8.6% 1,571 $470K
AE Wealth Management LLC 0.00% Reduce -35.5% 1,557 $466K
White Pine Capital LLC 0.16% Reduce -2.5% 1,550 $464K
Savvy Advisors, Inc. 0.05% Add +10.2% 1,539 $461K
Ameritas Investment Partners, Inc. 0.02% No change 1,536 $460K
Blue Fin Capital, Inc. 0.09% Reduce -0.6% 1,532 $459K
HighPoint Advisor Group LLC 0.03% Add +17.7% 1,563 $458K
Chesley Taft & Associates LLC 0.02% No change 1,530 $458K
Eastern Bank 0.01% No change 1,530 $458K
Shelton Capital Management 0.01% Add +68.5% 1,527 $457K
Modern Wealth Management, LLC 0.01% Add +65.5% 1,521 $455K
Cornerstone Advisory, LLC 0.05% Add +0.7% 1,524 $454K
Baker Tilly Wealth Management, LLC 0.18% Add +6.8% 1,503 $450K
Jane Street Group, LLC 0.00% New 1,501 $449K
Wesbanco Bank Inc. 0.02% Reduce -8.9% 1,499 $449K
Advisory Services Network, LLC 0.01% Reduce -1.0% 1,499 $449K
Everett Harris & Co. 0.01% No change 1,492 $447K
Capital Advisors Inc. 0.01% New 1,491 $446K
Main Line Retirement Advisors, LLC 0.29% Add +1.0% 1,486 $445K
Mechanics Bank Trust Department 0.06% No change 1,478 $442K
Gryphon Financial Partners LLC 0.06% Reduce -7.2% 1,464 $438K
PFG Advisors 0.02% Add +6.4% 1,455 $435K
CX Institutional 0.02% Add +14.8% 1,454 $435K
Wealthspire Advisors, LLC 0.00% Add +67.9% 1,446 $433K
HUB Investment Partners, LLC 0.02% Add +5.6% 1,441 $431K
Summit Asset Management, LLC 0.07% No change 1,433 $429K
Eagle Harbor Asset Management Inc. 0.43% Add +5.1% 1,428 $427K
Berger Financial Group, Inc 0.03% Reduce -9.4% 1,427 $427K
Walleye Capital LLC 0.01% Reduce -45.6% 1,410 $422K
American Investment Services, Inc. 0.07% Add +1.9% 1,394 $417K
Syon Capital LLC 0.03% Add +24.3% 1,369 $410K
International Private Wealth Advisors LLC 0.39% New 1,368 $409K
V-Square Quantitative Management LLC 0.06% Reduce -4.9% 1,368 $409K
Stanley-Laman Group, Ltd. 0.06% New 1,350 $404K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +35.0% 1,350 $404K
Stonegate Investment Group, LLC 0.01% Reduce -2.8% 1,350 $404K
BBR Partners, LLC 0.03% No change 1,346 $403K
Sterling Capital Management LLC 0.01% Reduce -5.2% 1,345 $403K
Lederer & Associates Investment Counsel 0.29% Reduce -1.8% 1,329 $398K
Dynamic Technology Lab Private Ltd 0.06% New 1,330 $398K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -0.1% 1,320 $395K
Brookstone Capital Management 0.01% Add +4.3% 1,317 $394K
Valeo Financial Advisors, LLC 0.01% Add +3.2% 1,313 $393K
KCM Investment Advisors LLC 0.01% Reduce -8.5% 1,311 $392K
Bank Ozk 0.16% No change 1,310 $392K
Koshinski Asset Management, Inc. 0.03% Reduce -12.7% 1,309 $392K
Blodgett Wealth Advisors, LLC 0.33% No change 1,300 $389K
Two Sigma Advisers, LP 0.00% New 1,300 $389K
Meeder Asset Management Inc. 0.03% Add +3.1% 1,295 $388K
Freedom Investment Management, Inc. 0.03% Add +37.1% 1,294 $387K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.18% Add +1738.6% 1,287 $385K
Atalanta Sosnoff Capital, LLC 0.01% Add +16.1% 1,281 $383K
Mirador Capital Partners LP 0.07% Reduce -9.9% 1,277 $382K
Krane Funds Advisors LLC 0.01% Reduce -7.5% 1,276 $382K
Sagespring Wealth Partners, LLC 0.01% Add +40.5% 1,273 $381K
Creekside Partners 0.20% Add +13.1% 1,260 $377K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -18.9% 1,259 $377K
Motco 0.04% No change 1,258 $377K
Brooklyn Investment Group 0.08% Add +9.0% 1,256 $376K
Kingsview Wealth Management, LLC 0.01% Add +15.1% 1,255 $376K
Scientech Research LLC 0.10% Add +73.0% 1,251 $374K
Premier Path Wealth Partners, LLC 0.06% Add +1.2% 1,236 $370K
Pitcairn Co. 0.02% Add +9.4% 1,236 $370K
Adell Harriman & Carpenter Inc. 0.03% No change 1,229 $368K
Evergreen Capital Management LLC 0.01% Add +33.9% 1,202 $360K
Huntington National Bank 0.00% Add +11.9% 1,201 $359K
Nilsine Partners, LLC 0.04% Add +1.1% 1,198 $359K
Argent Trust Co 0.01% Reduce -0.5% 1,191 $356K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -10.7% 1,187 $355K
STAR Financial Bank 0.26% Reduce -12.9% 1,178 $353K
West Oak Capital, LLC 0.20% Add +0.9% 1,172 $351K
Prospera Financial Services Inc 0.01% Reduce -47.7% 1,166 $349K
Dorsey & Whitney Trust CO LLC 0.02% Add +14.1% 1,158 $347K
Legacy Wealth Asset Management, LLC 0.10% Reduce -11.6% 1,154 $345K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,149 $344K
Kingswood Wealth Advisors, LLC 0.03% Reduce -42.8% 1,146 $343K
Gsa Capital Partners LLP 0.03% New 1,143 $342K
Fiduciary Financial Group, LLC 0.07% Add +5.5% 1,228 $341K
Atticus Wealth Management, LLC 0.11% Add +39.7% 1,140 $341K
Ellevest, Inc. 0.02% Add +0.2% 1,139 $341K
IHT Wealth Management, LLC 0.01% Reduce -0.5% 1,133 $339K
17 Capital Partners, LLC 0.22% No change 1,132 $339K
Essex Financial Services, Inc. 0.02% Reduce -12.3% 1,132 $339K
Simon Quick Advisors, LLC 0.02% New 1,119 $335K
Second Line Capital, LLC 0.09% Reduce -0.4% 1,119 $335K
ICONIQ Capital, LLC 0.01% Add +0.3% 1,119 $335K
Connors Investor Services Inc. 0.03% Reduce -2.6% 1,115 $334K
True North Advisors, LLC 0.06% No change 1,111 $333K
Sara-Bay Financial 0.15% Reduce -34.8% 1,128 $332K
Whalerock Point Partners, LLC 0.08% No change 1,105 $331K
Johnson Investment Counsel Inc. 0.00% Reduce -5.0% 1,103 $330K
Ridgecrest Wealth Partners, LLC 0.17% Add +0.4% 1,098 $329K
Weaver Consulting Group 0.10% No change 1,092 $327K
Transcend Capital Advisors, LLC 0.02% Add +25.6% 1,085 $325K
Sovereign Financial Group, Inc. 0.07% Reduce -2.2% 1,077 $322K
MBB Public Markets I LLC 0.04% New 1,063 $318K
IFG Advisory, LLC 0.02% Add +1.3% 1,063 $318K
Aster Capital Management (DIFC) Ltd 0.06% Reduce -43.6% 1,043 $317K
Avestar Capital, LLC 0.03% Add +1.0% 1,056 $316K
Albert D Mason Inc. 0.21% Add +0.3% 1,053 $315K
Monetary Management Group Inc. 0.08% No change 1,050 $314K
Bond & Devick Financial Network, Inc. 0.11% Add +1.8% 1,038 $311K
Patrick M Sweeney & Associates, Inc. 0.23% Reduce -0.5% 1,034 $310K
Bill Few Associates, Inc. 0.11% No change 1,034 $309K
Pure Financial Advisors, LLC 0.01% Reduce -11.0% 1,032 $309K
First National Bank of Mount Dora, Trust Investment Services 0.08% Reduce -91.6% 1,029 $308K
Clare Market Investments LLC 0.08% Add +39.2% 1,029 $308K
4WEALTH Advisors, Inc. 0.34% Add +7.2% 1,024 $306K
Larson Financial Group LLC 0.01% Reduce -47.9% 1,013 $303K
Lester Murray Antman dba SimplyRich 0.09% No change 1,003 $300K
Headinvest, LLC 0.06% No change 1,002 $300K
Etesian Wealth Advisors, Inc. 0.13% No change 1,000 $299K
TRUE Private Wealth Advisors 0.04% No change 1,000 $299K
Asset Planning,Inc 0.23% Add +1.0% 994 $298K
Compound Planning, Inc. 0.01% Add +11.7% 994 $298K
Hilltop Holdings Inc. 0.02% Reduce -5.2% 994 $297K
Pacific Sun Financial Corp 0.17% Add +29.1% 990 $296K
Creekmur Asset Management LLC 0.06% Add +248.2% 989 $296K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -23.1% 989 $296K
Oxbow Advisors, LLC 0.03% Reduce -17.3% 988 $296K
Sharper & Granite LLC 0.12% Add +1.6% 981 $294K
Stevens Capital Management LP 0.07% Reduce -69.1% 967 $289K
Rise Advisors, LLC 0.13% Reduce -17.3% 963 $288K
Transamerica Financial Advisors, LLC 0.03% Add +14.5% 962 $288K
Commons Capital, LLC 0.26% Reduce -1.4% 962 $288K
Crestmont Private Wealth LLC 0.12% New 962 $288K
Lindbrook Capital, LLC 0.03% Add +5.8% 960 $287K
Cadence Bank 0.02% Add +10.7% 955 $286K
Knollwood Investment Advisory, LLC 0.03% No change 950 $284K
Kovack Advisors, Inc. 0.03% Reduce -4.9% 947 $284K
Planned Solutions, Inc. 0.12% No change 947 $283K
Investmark Advisory Group LLC 0.14% Reduce -1.5% 935 $280K
Planning Directions Inc. 0.12% New 936 $280K
Composition Wealth, LLC 0.01% New 934 $280K
Certified Advisory Corp 0.03% Reduce -13.8% 933 $279K
Investment Advisory Group, LLC 0.09% No change 929 $278K
Sunbelt Securities, Inc. 0.02% Add +0.9% 927 $278K
PFG Investments, LLC 0.02% Reduce -13.6% 927 $277K
Archer Investment Corp 0.07% Reduce -9.8% 926 $277K
Trust Co. of Vermont 0.01% No change 920 $275K
Reynders McVeigh Capital Management, LLC 0.02% No change 918 $275K
Williams & Novak, LLC 0.27% New 920 $275K
Avantax Planning Partners, Inc. 0.01% Add +5.3% 910 $272K
Howard Capital Management, LLC 0.01% Reduce -13.3% 906 $271K
Aveo Capital Partners, LLC 0.04% Reduce -15.9% 898 $269K
Wedbush Securities Inc. 0.01% Reduce -37.2% 897 $269K
Florida Trust Wealth Management Co 0.01% Reduce -12.4% 897 $268K
Mid-American Wealth Advisory Group, Inc. 0.14% New 894 $268K
Fidelis Capital Partners, LLC 0.03% Reduce -3.6% 919 $267K
Pinnacle Associates Ltd. 0.00% No change 891 $267K
Quotient Wealth Partners, LLC 0.01% Reduce -11.5% 886 $265K
Schwallier Wealth Management LLC 0.19% Add +1.8% 874 $262K
Aaron Wealth Advisors LLC 0.03% New 870 $260K
Ballentine Partners, LLC 0.00% Add +3.1% 867 $259K
Maven Securities LTD 0.06% Reduce -52.1% 861 $258K
Founders Capital Management 0.16% No change 850 $254K
Cary Street Partners Financial LLC 0.01% Reduce -27.9% 844 $253K
Commonwealth Financial Services, LLC 0.05% Reduce -11.4% 839 $251K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 830 $248K
Versant Capital Management, Inc 0.04% Add +249.4% 828 $248K
Mather Group, Llc. 0.00% Add +0.5% 826 $247K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +2.9% 826 $247K
Wedmont Private Capital 0.01% Add +20.9% 874 $245K
Godsey & Gibb, Inc. 0.02% No change 817 $245K
PDS Planning, Inc 0.02% Add +15.7% 817 $245K
Alta Advisers Ltd 0.10% New 815 $244K
Alexander Randolph Advisory, Inc. 0.24% No change 810 $242K
Yoder Wealth Management, Inc. 0.14% Add +0.6% 809 $242K
Hartford Funds Management Co LLC 0.02% New 807 $241K
111 Capital 0.05% New 805 $241K
Smartleaf Asset Management LLC 0.02% Reduce -5.5% 814 $240K
Wellington Shields & Co., LLC 0.07% New 800 $239K
Wolf Group Capital Advisors 0.08% New 799 $239K
Excalibur Management Corp. 0.09% No change 798 $239K
Farringdon Capital, Ltd. 0.12% Reduce -25.1% 791 $237K
Chicago Partners Investment Group LLC 0.01% Add +5.5% 789 $237K
Willow Creek Wealth Management Inc. 0.02% No change 789 $236K
Two Sigma Securities, LLC 0.04% New 786 $235K
Sound Income Strategies, LLC 0.01% Add +59.4% 784 $235K
Successful Portfolios LLC 0.16% No change 784 $235K
Ascentis Independent Advisors 0.05% Reduce -14.8% 780 $233K
Cetera Trust Company, N.A 0.15% No change 780 $233K
Beverly Hills Private Wealth, LLC 0.05% No change 778 $233K
SVB Wealth LLC 0.01% New 776 $232K
S.A. Mason LLC 0.12% Reduce -7.8% 774 $232K
Richwood Investment Advisors, LLC 0.20% No change 774 $232K
CIBC Private Wealth Group LLC 0.00% Reduce -5.5% 866 $231K
Tyche Wealth Partners LLC 0.05% New 770 $230K
Petix & Botte Co 0.06% No change 764 $229K
Personal Cfo Solutions, LLC 0.05% Add +6.3% 761 $228K
Helium Advisors LLC 0.16% Add +0.3% 753 $225K
Fisher Asset Management 0.00% New 751 $225K
Graypoint LLC 0.01% Add +0.5% 751 $225K
Forza Wealth Management, LLC 0.10% No change 750 $224K
Ferguson Wellman Capital Management, Inc. 0.00% New 750 $224K
M.E. Allison & Co., Inc. 0.22% No change 749 $224K
IRON Financial LLC 0.12% New 743 $222K
Gen-Wealth Partners Inc 0.09% Add +0.4% 739 $221K
Payden & Rygel 0.02% No change 740 $221K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.1% 738 $221K
Portfolio Design Labs, LLC 0.05% New 737 $221K
DDFG, Inc 0.06% No change 736 $220K
Western Wealth Management, LLC 0.01% Reduce -1.9% 733 $219K
FinDec Wealth Services, Inc. 0.22% No change 729 $218K
FWL Investment Management, LLC 0.08% Add +404.9% 727 $218K
Pallas Capital Advisors LLC 0.01% Reduce -38.9% 727 $218K
CreativeOne Wealth, LLC 0.01% Add +7.1% 726 $217K
Advus Financial Partners, LLC 0.06% New 725 $217K
Renaissance Group LLC 0.01% Reduce -5.3% 725 $217K
Astoria Portfolio Advisors LLC. 0.07% New 735 $217K
Blake Schutter Theil Wealth Advisors, LLC 0.25% New 721 $216K
Cullen Capital Management, LLC 0.00% Reduce -61.9% 721 $216K
Hutchens & Kramer Investment Management Group, LLC 0.12% No change 716 $214K
Arkansas Financial Group, Inc. 0.04% No change 766 $213K
Intrua Financial, LLC 0.03% Reduce -16.4% 711 $213K
Wealth Alliance, LLC 0.03% Add +0.7% 708 $212K
Fermata Advisors, LLC 0.04% Reduce -23.9% 704 $211K
Trustmark Bank Trust Department 0.02% Reduce -0.4% 703 $210K
Pingora Partners LLC 0.16% No change 700 $210K
Virtue Capital Management, LLC 0.02% New 699 $209K
Whittier Trust Co. of Nevada Inc. 0.01% No change 698 $209K
Stratos Wealth Advisors, LLC 0.01% Reduce -5.7% 692 $207K
Phocas Financial Corp. 0.03% Reduce -2.8% 691 $207K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -57.7% 689 $206K
Tiaa Trust, National Association 0.00% Reduce -5.8% 688 $206K
Signature Estate & Investment Advisors LLC 0.01% New 677 $203K
L2 Asset Management, LLC 0.04% New 672 $201K
Focus Financial Network, Inc. 0.01% New 669 $200K
Byrne Asset Management LLC 0.17% No change 657 $197K
M&G PLC 0.00% New 656 $196K
Geneos Wealth Management Inc. 0.01% Reduce -3.1% 652 $195K
Dagco, Inc. 0.06% Reduce -19.3% 651 $195K
Center for Financial Planning, Inc. 0.02% Reduce -13.6% 636 $190K
Continuum Advisory, LLC 0.02% Add +15.2% 636 $190K
AdvisorNet Financial, Inc 0.01% Add +1.3% 619 $185K
Centaurus Financial, Inc. 0.01% Reduce -0.3% 602 $180K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% No change 590 $177K
Creative Financial Designs Inc. 0.01% Add +1.7% 585 $175K
CoreCap Advisors, LLC 0.01% Add +4.0% 552 $165K
Plante Moran Financial Advisors, LLC 0.01% No change 541 $162K
Grove Bank & Trust 0.02% No change 530 $159K
Catalyst Capital Advisors LLC 0.00% Add +45.2% 527 $158K
Blue Trust, Inc. 0.00% Add +96.1% 508 $152K
TOWER TRUST & INVESTMENT Co 0.12% — 506 $152K
Virtus Investment Advisers, LLC 0.04% New 504 $151K
WASHINGTON TRUST Co 0.01% No change 500 $150K
Pinnacle Bancorp, Inc. 0.05% Add +17.2% 498 $149K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +29.1% 497 $149K
Northwest Capital Management Inc 0.06% No change 496 $148K
EverSource Wealth Advisors, LLC 0.01% Reduce -45.8% 495 $148K
Cromwell Holdings LLC 0.09% No change 487 $146K
AlphaCore Capital LLC 0.01% New 470 $141K
HM Payson & Co. 0.00% Add +7.8% 456 $136K
Lanark Financial, Inc. 0.01% — 452 $135K
Covestor Ltd 0.09% Add +14.3% 440 $132K
Physician Wealth Advisors, Inc. 0.02% Add +0.7% 421 $126K
Farmers & Merchants Investments Inc. 0.00% No change 418 $125K
Sentry Investment Management LLC 0.08% Reduce -22.9% 454 $125K
Arax Advisory Partners 0.01% Reduce -58.7% 416 $125K
Global X Japan Co., Ltd. 0.01% Add +24.9% 416 $125K
Silvant Capital Management LLC 0.01% No change 414 $124K
Ancora Advisors LLC 0.00% Add +0.2% 413 $124K
Hartford Financial Management Inc. 0.03% No change 412 $123K
Dynamic Wealth Strategies, LLC 0.10% New 397 $119K
Pflug Koory, LLC 0.07% No change 397 $119K
Rosenberg Matthew Hamilton 0.03% Add +3.3% 380 $114K
Putney Financial Group LLC 0.12% Reduce -5.8% 376 $113K
Avalon Trust Co 0.01% New 370 $111K
City State Bank 0.04% Reduce -3.9% 366 $110K
Painted Porch Advisors LLC 0.05% Reduce -4.5% 365 $109K
Hoertkorn Richard Charles 0.05% No change 357 $107K
Flaharty Asset Management, LLC 0.02% New 349 $104K
Bayforest Capital Ltd 0.04% Add +465.0% 339 $101K
Sherman Asset Management, Inc. 0.10% No change 338 $101K
Hanson & Doremus Investment Management 0.01% No change 339 $101K
Pacific Center for Financial Services 0.03% No change 336 $101K
JFS Wealth Advisors, LLC 0.01% No change 323 $97K
JNBA Financial Advisors 0.01% No change 321 $96K
International Assets Investment Management, LLC 0.01% Add +0.1% 26,236 $96K
Global Wealth Strategies & Associates 0.03% No change 317 $95K
Pinnacle Financial Partners Inc 0.00% No change 300 $90K
Bank of New Hampshire 0.02% Reduce -1.0% 290 $87K
Parkside Financial Bank & Trust 0.01% Add +11.7% 287 $86K
Evermay Wealth Management LLC 0.01% Reduce -37.1% 286 $86K
Hazlett, Burt & Watson, Inc. 0.04% Add +1.1% 284 $85K
Deseret Mutual Benefit Administrators 0.04% Reduce -12.1% 270 $81K
Alpine Bank Wealth Management 0.01% — 269 $81K
Clearstead Advisors, LLC 0.00% Add +2.3% 265 $79K
Sit Investment Associates Inc. 0.00% No change 255 $76K
Bellevue Asset Management, LLC 0.04% No change 252 $75K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.2% 252 $75K
Carolinas Wealth Consulting LLC 0.02% Add +1.2% 250 $75K
Boyd Watterson Asset Management LLC 0.02% No change 240 $72K
CVA Family Office, LLC 0.01% Add +24.6% 238 $71K
CENTRAL TRUST Co 0.00% Reduce -2.9% 236 $71K
Compass Financial Services Inc 0.04% Add +0.4% 229 $68K
Parkworth Wealth Management, Inc. 0.05% Add +0.9% 227 $68K
Financial Perspectives, Inc 0.02% Add +0.9% 220 $66K
Perkins Coie Trust Co 0.01% No change 218 $65K
GHP Investment Advisors, Inc. 0.00% No change 213 $64K
Cary Street Partners Investment Advisory LLC 0.04% Add +228.1% 210 $63K
Caitong International Asset Management Co., Ltd 0.04% Add +400.0% 200 $60K
Logan Capital Management Inc. 0.00% No change 200 $60K
Intact Investment Management Inc. 0.00% Add +0.0% 200 $60K
Navigoe, LLC 0.05% No change 200 $59K
State of Wyoming 0.01% Reduce -25.4% 191 $57K
Bridge Generations Wealth Management LLC 0.04% No change 188 $56K
Capital Advisors, Ltd. LLC 0.01% Reduce -6.0% 187 $56K
Loomis Sayles & Co. L P 0.00% Reduce -51.0% 187 $56K
Salem Investment Counselors Inc. 0.00% Add +4.5% 187 $56K
Towne Trust Company, N.A 0.02% No change 185 $55K
Capital Analysts, LLC 0.00% Reduce -13.9% 180 $54K
Zions Bancorporation, National Association 0.00% — 179 $54K
IMA Advisory Services, Inc. 0.01% New 178 $53K
Puff Wealth Management, LLC 0.09% New 174 $52K
Delta Asset Management LLC 0.00% No change 170 $51K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +18.0% 164 $49K
Tobam 0.02% Reduce -65.3% 165 $49K
Perritt Capital Management Inc 0.03% No change 157 $47K
Winch Advisory Services, LLC 0.01% Add +39.8% 151 $45K
Rossby Financial, LCC 0.02% New 155 $45K
LRI Investments, LLC 0.00% No change 141 $42K
Toth Financial Advisory Corp. 0.00% Reduce -32.5% 137 $41K
Wayfinding Financial, LLC 0.02% New 139 $41K
Riverview Trust Co 0.04% No change 129 $39K
Parvin Asset Management, LLC 0.04% No change 128 $38K
Millstone Evans Group, LLC 0.03% No change 126 $38K
ORG Partners LLC 0.01% Add +13.0% 122 $36K
Opal Wealth Advisors, LLC 0.01% New 121 $36K
Tidemark, LLC 0.01% Add +17.5% 121 $36K
Glass Jacobson Investment Advisors llc 0.01% No change 120 $36K
Armstrong Advisory Group, Inc. 0.00% No change 118 $35K
Ameriflex Group, Inc. 0.01% Add +16.0% 116 $35K
Leonteq Securities AG 0.00% Add +111.3% 112 $34K
Centerpoint Advisors, LLC 0.01% No change 111 $33K
Quent Capital, LLC 0.00% Add +23.0% 107 $32K
Spectrum Wealth Counsel, LLC 0.00% New 100 $30K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 100 $30K
Cypress Capital Management LLC (WY) 0.03% No change 96 $29K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -32.4% 96 $29K
Smithfield Trust Co 0.00% No change 92 $28K
MV Capital Management, Inc. 0.00% Reduce -2.1% 92 $28K
GW&K Investment Management, LLC 0.00% Reduce -5.5% 86 $26K
TCTC Holdings, LLC 0.00% No change 86 $26K
Keystone Global Partners, LLC 0.02% — 79 $24K
Cornerstone Planning Group LLC 0.01% Add +305.3% 77 $23K
Park Place Capital Corp 0.01% Add +21.1% 69 $21K
McIlrath & Eck, LLC 0.00% Reduce -68.8% 68 $20K
Sandy Spring Bank 0.00% No change 68 $20K
NewSquare Capital LLC 0.00% Add +1220.0% 66 $20K
Beacon Capital Management, LLC 0.00% Add +1.5% 66 $20K
Wellington Shields Capital Management, LLC 0.00% New 65 $19K
Saudi Central Bank 0.10% New 62 $19K
Brown Brothers Harriman & Co. 0.00% Add +190.0% 58 $17K
West Branch Capital LLC 0.01% No change 57 $17K
Bruce G. Allen Investments, LLC 0.01% Reduce -8.2% 56 $17K
Global Financial Private Client, LLC 0.01% No change 56 $17K
Valley National Advisers Inc. 0.00% Add +8.0% 54 $16K
Bell Investment Advisors, Inc 0.00% No change 53 $16K
SouthState Bank Corp 0.00% New 53 $16K
Heritage Wealth Advisors 0.00% No change 50 $15K
Synergy Investment Management, LLC 0.01% New 50 $15K
Crewe Advisors LLC 0.00% Reduce -33.3% 50 $15K
Caldwell Trust Co 0.00% No change 50 $15K
Point72 Hong Kong Ltd 0.00% New 50 $15K
Richards, Merrill & Peterson, Inc. 0.01% Add +11.4% 49 $15K
Centricity Wealth Management, LLC 0.01% No change 48 $14K
Asset Dedication, LLC 0.00% No change 45 $13K
Sierra Ocean, LLC 0.01% Add +780.0% 44 $13K
Wolff Wiese Magana LLC 0.01% Add +2.4% 43 $13K
Activest Wealth Management 0.00% Add +0.0% 42 $13K
Park Square Financial Group, LLC 0.01% No change 40 $12K
Trust Co 0.00% Reduce -65.8% 40 $12K
DecisionPoint Financial, LLC 0.00% No change 39 $12K
Harbor Investment Advisory, LLC 0.00% No change 39 $12K
Rialto Wealth Management, LLC 0.00% Add +18.8% 38 $11K
Fortitude Family Office, LLC 0.00% No change 37 $11K
Financial Management Professionals, Inc. 0.00% Add +9.1% 36 $11K
Pineridge Advisors LLC 0.00% No change 35 $10K
Financial Avengers, Inc. 0.01% Add +2.9% 35 $10K
Addison Advisors LLC 0.00% No change 32 $10K
West Paces Advisors Inc. 0.00% No change 31 $9K
Golden State Wealth Management, LLC 0.00% Reduce -18.9% 30 $9K
Koesten, Hirschmann & Crabtree, INC. 0.01% New 30 $9K
GPS Wealth Strategies Group, LLC 0.00% No change 30 $9K
CBIZ Investment Advisory Services, LLC 0.00% Add +400.0% 30 $9K
1620 Investment Advisors, Inc. 0.01% No change 29 $9K
First Horizon Advisors, Inc. 0.00% Add +2800.0% 29 $9K
Barnes Dennig Private Wealth Management LLC 0.01% — 28 $8K
Manitou Investment Management Ltd. 0.00% No change 27 $8K
HHM Wealth Advisors, LLC 0.00% Reduce -10.0% 27 $8K
NBT Bank, N.A. 0.00% No change 27 $8K
Bogart Wealth, LLC 0.00% Add +36.8% 26 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -28.6% 25 $7K
Hoese & Co LLP 0.01% No change 25 $7K
High Note Wealth, LLC 0.00% Add +4.3% 24 $7K
Ogorek Anthony Joseph /NY/ 0.00% New 24 $7K
Hemington Wealth Management 0.00% Reduce -7.4% 25 $7K
Dunhill Financial, LLC 0.00% Reduce -25.8% 23 $7K
Highline Wealth Partners LLC 0.00% Add +100.0% 22 $7K
Sachetta, LLC 0.00% Reduce -4.3% 22 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 21 $6K
Avion Wealth 0.00% No change 23 $6K
DT Investment Partners, LLC 0.00% No change 20 $6K
North Star Investment Management Corp. 0.00% No change 20 $6K
Abound Wealth Management 0.00% Reduce -34.5% 19 $6K
True Wealth Design, LLC 0.00% Add +850.0% 19 $6K
Washington Trust Advisors, Inc. 0.00% No change 18 $5K
Whipplewood Advisors, LLC 0.00% Add +356.8% 169 $5K
Raffa Wealth Management, LLC 0.00% No change 17 $5K
Anchor Investment Management, LLC 0.00% No change 17 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 15 $4K
Investment Management Corp. /Va/ 0.00% No change 15 $4K
PSI Advisors, LLC 0.00% No change 15 $4K
Aspect Partners, LLC 0.00% No change 14 $4K
City Holding Co. 0.00% New 14 $4K
Red Tortoise LLC 0.00% No change 13 $4K
Glen Eagle Advisors, LLC 0.00% No change 12 $4K
WealthTrak Capital Management LLC 0.00% Add +120.0% 11 $3K
Clearstead Trust, LLC 0.00% No change 11 $3K
Kozak & Associates, Inc. 0.00% No change 11 $3K
Minot DeBlois Advisors LLC 0.00% Reduce -41.2% 10 $3K
Dogwood Wealth Management LLC 0.00% New 10 $3K
Fortis Group Advisors, LLC 0.00% No change 10 $3K
Hughes Financial Services, LLC 0.00% New 10 $3K
Bernard Wealth Management Corp. 0.00% New 9 $3K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
TFC Financial Management, Inc. 0.00% No change 9 $3K
Kestra Investment Management, LLC 0.00% Reduce -96.4% 9 $3K
Legacy Bridge, LLC 0.00% Reduce -88.1% 8 $2K
Clark Wealth Partners 0.00% Add +14.3% 8 $2K
Atlas Capital Advisors Inc. 0.00% No change 8 $2K
St Germain D J Co. Inc. 0.00% New 7 $2K
Raleigh Capital Management Inc. 0.00% Reduce -90.0% 6 $2K
Greenline Partners, LLC 0.00% New 6 $2K
Private Wealth Asset Management, LLC 0.00% — 6 $2K
Albion Financial Group 0.00% No change 5 $1K
MCF Advisors LLC 0.00% Reduce -61.5% 5 $1K
Bare Financial Services, Inc 0.00% New 5 $1K
Core Alternative Capital 0.00% No change 5 $1K
ESL Trust Services, LLC 0.00% No change 5 $1K
Winnacle Wealth LLC 0.00% Add +66.7% 5 $1K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Financial Network Wealth Advisors LLC 0.00% New 4 $1K
Cape Investment Advisory, Inc. 0.00% Reduce -84.0% 4 $1K
Iron Horse Wealth Management, LLC 0.00% New 4 $1K
Nvwm, LLC 0.00% Add +33.3% 4 $1K
Key Financial Inc 0.00% No change 4 $1K
Winthrop Capital Management, LLC 0.00% No change 4 $1K
Valued Wealth Advisors LLC 0.00% No change 3 $898
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $898
Sittner & Nelson, LLC 0.00% No change 3 $898
Chesapeake Asset Management LLC 0.00% Add +50.0% 3 $897
Copia Wealth Management 0.00% No change 2 $599
Binnacle Investments Inc 0.00% — 2 $599
American Capital Advisory, LLC 0.00% New 2 $599
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $599
Principia Wealth Advisory, LLC 0.00% Reduce -60.0% 2 $565
Hexagon Capital Partners LLC 0.00% No change 1 $336
Bear Mountain Capital, Inc. 0.00% New 1 $301
Horizon Financial Services, LLC 0.00% Reduce -50.0% 1 $299
Marshall & Sterling Wealth Advisors Inc. 0.00% New 1 $299
Aventura Private Wealth, LLC 0.00% No change 1 $299
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -92.9% 1 $299
Stonebridge Financial Group, LLC 0.00% New 1 $299

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