Public StoragePSA

13F holders, Q2 2025 (June 30)
1,147holders −1
96new positions
97sold out
7famous investors
$293.31avg. 13F price*

At the end of Q2 2025, 1,147 institutions reported holding Public Storage (PSA) in their 13F filings, down 1 from Q1 2025. 96 opened new positions and 97 sold out. The largest holders were Vanguard Group Inc. ($6.1B), BlackRock, Inc. ($4.9B) and State Street Corp. ($3.1B). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions96$128.6M
Exits97$234.1M

All 13F filers, Q1 2025 → Q2 2025: 6,453,037 shares bought and 6,398,858 shares sold, net +54,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,147 holders

Vanguard Group Inc. 0.10% Add +0.4% 20,815,476 $6.1B
BlackRock, Inc. 0.09% Reduce -1.0% 16,606,320 $4.9B
State Street Corp. 0.12% Add +1.2% 10,613,807 $3.1B
FMR LLC 0.08% Add +15.6% 5,028,902 $1.5B
T. Rowe Price Associates Inc. 0.15% Reduce -0.8% 4,533,076 $1.3B
Cohen & Steers, Inc. 2.42% Reduce -21.1% 4,501,091 $1.3B
Geode Capital Management, LLC 0.08% Reduce -3.5% 3,960,748 $1.2B
Norges Bank 0.14% Add +27.9% 3,932,830 $1.2B
JPMorgan Chase & Co. 0.06% Add +3.4% 3,157,067 $926.4M
Wellington Management Group LLP 0.16% Reduce -1.9% 2,929,556 $859.6M
Charles Schwab Investment Management Inc. 0.15% Add +3.1% 2,924,395 $857.7M
Northern Trust Corp. 0.10% Reduce -5.5% 2,405,652 $705.9M
APG Asset Management US Inc. 4.84% Add +0.4% 2,170,612 $647.0M
Dimensional Fund Advisors LP 0.15% Add +0.5% 2,144,216 $629.1M
Legal & General Group Plc 0.14% Add +1.3% 1,979,204 $580.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +8.8% 1,925,966 $565.1M
Barrow Hanley Mewhinney & Strauss LLC 1.82% Add +4.0% 1,843,947 $541.1M
Deutsche Bank AG 0.19% Add +12.6% 1,741,097 $510.9M
Morgan Stanley 0.03% Add +8.3% 1,733,550 $508.7M
Goldman Sachs Group Inc. 0.06% Add +17.4% 1,368,022 $401.4M
Ameriprise Financial Inc. 0.09% Add +2.9% 1,235,552 $362.6M
Bank of New York Mellon Corp 0.06% Add +1.0% 1,086,301 $318.7M
Clearbridge Investments, LLC 0.26% Add +62.9% 1,079,988 $316.9M
Invesco Ltd. 0.05% Reduce -4.6% 1,065,519 $312.6M
Russell Investments Group, Ltd. 0.38% Reduce -7.0% 1,011,604 $296.5M
Nuveen, LLC 0.08% Add +5.5% 956,280 $280.6M
Daiwa Securities Group Inc. 0.96% Reduce -27.1% 887,359 $260.4M
Massachusetts Financial Services Co. 0.08% Reduce -3.8% 871,563 $255.7M
Royal Bank of Canada 0.05% Add +8.3% 857,673 $251.7M
Bank of America Corp. 0.02% Reduce -7.5% 850,328 $249.5M
Centersquare Investment Management LLC 2.53% Reduce -3.8% 830,237 $243.6M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +2.9% 776,307 $227.8M
Montrusco Bolton Investments Inc. 2.44% Add +7.7% 769,793 $220.3M
Canada Pension Plan Investment Board 0.18% Reduce -3.5% 713,177 $209.3M
Neuberger Berman Group LLC 0.16% Reduce -2.8% 710,341 $208.4M
American Century Companies Inc. 0.11% Reduce -11.2% 667,098 $195.7M
Amundi 0.07% Reduce -9.8% 643,290 $191.1M
California Public Employees Retirement System 0.11% Reduce -15.8% 611,737 $179.5M
AQR Capital Management 0.14% Add +498.7% 578,491 $167.0M
HSBC Holdings PLC 0.10% Reduce -18.3% 541,347 $158.6M
Prudential Financial Inc. 0.19% Reduce -9.8% 513,489 $150.7M
Duff & Phelps Investment Management Co. 1.76% Reduce -2.5% 511,296 $150.0M
Alliancebernstein L.P. 0.05% Add +0.6% 508,171 $149.1M
Swiss National Bank 0.08% Add +7.5% 477,900 $140.2M
CANADA LIFE ASSURANCE Co 0.22% Add +1.7% 475,115 $139.5M
Capital International Investors 0.02% Reduce -51.6% 444,006 $130.3M
UBS Group AG 0.03% Add +3.7% 437,035 $128.2M
Macquarie Group Ltd. 0.15% Reduce -4.3% 421,282 $123.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +5.9% 415,988 $122.1M
Aew Capital Management L P 6.36% Reduce -4.6% 412,100 $120.9M
Lasalle Investment Management Securities LLC 4.72% Add +6.7% 393,580 $115.5M
Wells Fargo & Company 0.03% Add +2.1% 393,098 $115.3M
1832 Asset Management L.P. 0.20% Add +375.7% 389,169 $114.2M
Sei Investments Co. 0.13% Reduce -18.5% 370,292 $108.7M
HighTower Advisors, LLC 0.14% Add +1.4% 367,504 $107.8M
Caisse de depot et placement du Quebec 0.22% Add +68.8% 354,987 $104.2M
Aberdeen Group plc 0.18% Add +7.9% 360,223 $103.9M
Rhumbline Advisers 0.09% Reduce -0.8% 348,553 $102.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.18% Add +4.3% 329,979 $96.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.65% Reduce -0.1% 321,371 $94.3M
Schroder Investment Management Group 0.08% Reduce -6.3% 312,466 $91.7M
Public Employees Retirement System of Ohio 0.31% Add +0.0% 311,172 $91.3M
Barclays PLC 0.04% Add +10.7% 311,064 $91.3M
Asset Management One Co., Ltd. 0.28% Reduce -1.4% 306,403 $89.9M
Bank Julius Baer & Co. Ltd, Zurich 0.26% Add +2.8% 301,178 $88.4M
Nomura Asset Management Co. Ltd. 0.22% Add +3.3% 276,051 $81.0M
Qube Research & Technologies Ltd 0.11% Reduce -31.8% 263,363 $77.3M
California State Teachers Retirement System 0.08% Add +4.8% 259,873 $76.3M
CBRE Investment Management Listed Real Assets LLC 1.14% Reduce -25.3% 253,897 $74.5M
Allspring Global Investments Holdings, LLC 0.12% Add +14.2% 245,694 $73.2M
Janus Henderson Group PLC 0.04% Reduce -34.6% 247,028 $72.4M
National Pension Service 0.06% Reduce -45.9% 244,955 $71.9M
Adelante Capital Management LLC 5.29% Reduce -2.4% 244,857 $71.8M
Citigroup Inc. 0.05% Add +31.8% 238,716 $70.0M
Principal Financial Group Inc. 0.04% Add +0.0% 238,463 $70.0M
Capital World Investors 0.01% No change 225,000 $66.0M
Allianz Asset Management GmbH 0.09% Add +10.0% 223,592 $65.6M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Reduce -7.3% 207,855 $61.0M
New York State Common Retirement Fund 0.08% Reduce -1.5% 204,309 $59.9M
Raymond James Financial Inc. 0.02% Add +6.5% 195,372 $57.3M
TD Asset Management Inc 0.05% Add +0.1% 194,219 $57.0M
First Trust Advisors LP 0.04% Reduce -3.3% 176,162 $51.7M
Swedbank AB 0.06% Add +6.3% 171,349 $50.3M
Envestnet Asset Management Inc. 0.01% Add +2.6% 167,974 $49.3M
BNP Paribas Financial Markets 0.04% Reduce -46.5% 166,053 $48.7M
Arrowstreet Capital, Limited Partnership 0.03% Add +1158.5% 153,878 $45.2M
Artisan Partners Limited Partnership 0.07% Reduce -0.3% 150,636 $44.2M
State Board of Administration of Florida Retirement System 0.08% Add +2.2% 150,066 $44.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +0.4% 146,459 $43.0M
KBC Group NV 0.11% Reduce -30.7% 140,162 $41.1M
Perpetual Ltd 0.47% Add +2.5% 136,472 $40.0M
Great Lakes Advisors, LLC 0.33% Add +0.3% 135,467 $39.7M
PGGM Investments 0.66% Reduce -15.2% 129,760 $38.1M
Millennium Management 0.03% New 127,724 $37.5M
DekaBank Deutsche Girozentrale 0.07% Reduce -5.0% 127,404 $36.5M
Retirement Systems of Alabama 0.13% Reduce -46.5% 123,747 $36.3M
Heitman Real Estate Securities LLC 2.54% Reduce -57.3% 122,158 $35.8M
Aviva PLC 0.07% Add +7.2% 118,105 $34.7M
New York State Teachers Retirement System 0.07% Add +0.0% 117,197 $34.4M
CI Investments Inc. 0.13% Add +505.3% 116,155 $34.1M
STRS Ohio 0.13% Reduce -1.4% 115,907 $34.0M
Federated Hermes, Inc. 0.06% Reduce -7.4% 115,318 $33.8M
Lansforsakringar Fondforvaltning AB (publ) 0.19% Reduce -8.5% 114,037 $33.5M
Bank of Montreal 0.02% Reduce -16.4% 111,965 $32.9M
CIBC Asset Management Inc 0.10% Add +187.8% 113,669 $32.7M
National Bank of Canada 0.03% Reduce -20.2% 110,403 $32.4M
LPL Financial LLC 0.01% Add +15.7% 107,939 $31.7M
Skandinaviska Enskilda Banken AB (publ) 0.13% Reduce -0.1% 105,220 $30.9M
Westwood Holdings Group Inc. 0.23% Add +0.2% 105,052 $30.8M
Van Eck Associates Corp. 0.03% Reduce -0.1% 103,724 $30.4M
State of New Jersey Common Pension Fund D 0.12% No change 103,465 $30.4M
Renaissance Technologies 0.04% Reduce -31.8% 99,534 $29.2M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.3% 99,500 $29.2M
Korea Investment CORP 0.06% Add +0.4% 99,491 $29.2M
Cwm, LLC 0.10% Add +16.0% 98,680 $29.0M
Cerity Partners LLC 0.05% Add +236.1% 96,643 $28.4M
Toronto Dominion Bank 0.06% Add +25.6% 95,817 $28.1M
State of Alaska, Department of Revenue 0.30% Reduce -1.0% 95,012 $27.9M
Andra AP-fonden 0.39% Add +0.2% 94,800 $27.8M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -7.3% 93,743 $27.5M
Carnegie Investment Counsel 0.54% Add +8.9% 91,696 $26.9M
Heartland Advisors Inc. 1.50% Add +3.9% 91,517 $26.9M
Storebrand Asset Management As 0.08% Add +3.5% 91,481 $26.8M
State of Tennessee, Department of Treasury 0.09% Add +22.2% 90,078 $26.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Add +2.8% 89,894 $26.4M
Chevy Chase Trust Holdings, LLC 0.08% Add +1.0% 89,711 $26.3M
Victory Capital Management Inc. 0.02% Add +97.4% 88,557 $26.0M
Resona Asset Management Co.,Ltd. 0.13% Reduce -5.2% 89,129 $25.9M
Natixis Advisors, LLC 0.04% Add +0.7% 86,299 $25.3M
State of Wisconsin Investment Board 0.06% Reduce -4.8% 85,561 $25.1M
Pacer Advisors, Inc. 0.06% Add +3.9% 84,067 $24.7M
Flputnam Investment Management Co. 0.42% Add +2.4% 83,233 $24.4M
Citadel Advisors 0.02% Reduce -31.4% 81,575 $23.9M
Stifel Financial Corp. 0.02% Add +19.5% 78,203 $23.0M
Wealth Enhancement Advisory Services, LLC 0.04% Add +74.5% 77,215 $22.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -0.8% 76,447 $22.4M
APG Asset Management N.V. 0.07% Add +3.0% 88,400 $22.1M
Danske Bank A/S 0.05% Reduce -3.9% 74,205 $21.8M
Treasurer of the State of North Carolina 0.07% Add +1.9% 73,774 $21.6M
Handelsbanken Fonder AB 0.08% Reduce -7.9% 73,044 $21.4M
Pictet Asset Management Holding SA 0.02% Reduce -11.5% 72,487 $21.3M
Hazelview Securities Inc. 3.76% Reduce -42.7% 72,992 $21.2M
Royal London Asset Management Ltd. 0.05% Reduce -2.7% 71,785 $21.1M
Natixis 0.10% Add +302.8% 71,210 $20.9M
Uniplan Investment Counsel, Inc. 2.18% Reduce -1.1% 70,877 $20.8M
Nisa Investment Advisors, LLC 0.09% Reduce -8.4% 69,945 $20.5M
Franklin Resources Inc. 0.01% Reduce -8.3% 69,804 $20.5M
Janney Montgomery Scott LLC 0.05% Add +130.2% 68,858 $20.2M
Employees Retirement System of Texas 0.19% Reduce -20.1% 68,083 $20.0M
Ensign Peak Advisors, Inc 0.03% Add +4.5% 67,222 $19.7M
Cibc World Market Inc. 0.04% Reduce -9.6% 66,475 $19.5M
Soapstone Management L.P. 12.66% Add +20.9% 65,000 $19.1M
Verition Fund Management LLC 0.11% Reduce -16.4% 63,777 $18.7M
KLP Kapitalforvaltning As 0.08% Reduce -20.7% 63,514 $18.6M
Weil Company, Inc. 4.82% Reduce 0.0% 62,243 $18.3M
Cibc World Markets Corp. 0.12% Reduce -1.8% 61,903 $18.2M
Nan Shan Life Insurance Co., Ltd. 0.40% No change 61,489 $18.0M
Corient Private Wealth LP 0.02% Reduce -21.6% 61,055 $17.9M
Mackenzie Financial Corp. 0.02% Reduce -25.2% 58,930 $17.3M
UniSuper Management Pty Ltd 0.11% Add +0.3% 58,010 $17.0M
Los Angeles Capital Management LLC 0.06% Reduce -16.4% 57,524 $16.9M
Quantinno Capital Management LP 0.07% Add +26.5% 56,790 $16.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +3.4% 56,649 $16.6M
IFM Investors Pty Ltd 0.16% Reduce -9.1% 56,165 $16.5M
Rathbones Group PLC 0.07% No change 56,094 $16.5M
Achmea Investment Management B.V. 0.21% Reduce -14.9% 54,933 $16.1M
Commerce Bank 0.09% Reduce -3.7% 53,127 $15.6M
Teacher Retirement System of Texas 0.07% Add +13.0% 52,823 $15.5M
Worldquant Millennium Advisors LLC 0.08% Reduce -14.3% 51,516 $15.1M
Fifth Third Bancorp 0.05% Add +0.9% 51,381 $15.1M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -52.2% 49,592 $14.6M
Gotham Asset Management 0.09% Reduce -12.4% 48,738 $14.3M
Cetera Investment Advisers 0.02% Add +4.2% 48,700 $14.3M
Ieq Capital, LLC 0.09% Add +219.8% 48,190 $14.1M
Commonwealth Equity Services, LLC 0.02% Add +0.4% 48,108 $14.1M
US Bancorp \de 0.02% Reduce -3.0% 47,166 $13.8M
Capital Fund Management S.A. 0.15% New 46,829 $13.7M
Arizona State Retirement System 0.08% Reduce -0.3% 46,153 $13.5M
State of Michigan Retirement System 0.07% Reduce -2.3% 46,021 $13.5M
MetLife Investment Management, LLC 0.08% Reduce -1.8% 45,657 $13.4M
Two Sigma Investments, LP 0.02% Add +259.1% 44,855 $13.2M
Edge Wealth Management LLC 2.53% Reduce -0.6% 44,715 $13.1M
Osaic Holdings, Inc. 0.02% Add +27.9% 44,646 $13.1M
Chilton Capital Management LLC 0.48% Reduce -20.8% 44,573 $13.1M
CWA Asset Management Group, LLC 0.55% Reduce -4.4% 44,488 $13.1M
Marshall Wace, LLP 0.02% Add +180.2% 44,048 $12.9M
Nissay Asset Management Corp. /Japan 0.07% Add +3.1% 43,489 $12.8M
Equitable Trust Co. 0.63% Reduce -26.8% 43,384 $12.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Add +13.0% 42,472 $12.5M
Van Lanschot Kempen Investment Management N.V. 0.12% Add +28.0% 42,115 $12.4M
Isthmus Partners, LLC 1.44% Reduce -0.0% 41,943 $12.3M
Mariner, LLC 0.02% Add +17.1% 40,740 $12.0M
Davis Selected Advisers 0.06% Reduce -18.8% 40,400 $11.9M
Czech National Bank 0.09% Add +6.6% 38,593 $11.3M
Mercer Global Advisors Inc. 0.02% Add +81.6% 37,284 $10.9M
B&I Capital AG 3.72% Reduce -8.4% 37,255 $10.9M
Squarepoint Ops LLC 0.02% Add +12.2% 36,742 $10.8M
Jane Street Group, LLC 0.02% Add +2340.5% 36,632 $10.7M
Camden National Bank 1.46% Reduce -0.9% 34,536 $10.1M
Capital Investment Advisors, LLC 0.18% Add +7.1% 34,346 $10.1M
Waverly Advisors, LLC 0.11% Add +3.8% 34,293 $10.1M
Jones Financial Companies LLLP 0.01% Add +24.2% 34,280 $9.9M
Aptus Capital Advisors, LLC 0.10% Add +8.6% 33,566 $9.8M
Cullen/Frost Bankers, Inc. 0.12% Add +7.6% 33,506 $9.8M
Calamos Advisors LLC 0.06% No change 33,243 $9.8M
Thrivent Financial for Lutherans 0.02% Add +16.2% 32,891 $9.6M
Voya Investment Management LLC 0.01% Add +0.6% 32,634 $9.6M
ProShare Advisors LLC 0.02% Add +8.1% 32,585 $9.6M
Public Sector Pension Investment Board 0.04% Reduce -22.9% 32,519 $9.5M
Amalgamated Bank 0.07% Reduce -1.3% 32,482 $9.5M
Fiduciary Trust Co 0.12% Reduce -4.7% 32,464 $9.5M
FIL Ltd 0.01% Reduce -9.9% 32,437 $9.5M
Sarasin & Partners LLP 0.09% Add +50.6% 32,246 $9.5M
Kestra Advisory Services, LLC 0.05% Reduce -0.2% 32,183 $9.4M
Guggenheim Capital LLC 0.08% Reduce -18.3% 32,066 $9.4M
New Age Alpha Advisors, LLC 0.41% Reduce -4.4% 32,023 $9.4M
Sophron Capital Management L.P. 2.87% Add +19.7% 31,994 $9.4M
O'shaughnessy Asset Management, LLC 0.06% Add +4.2% 31,868 $9.4M
Metis Global Partners, LLC 0.24% Add +21.3% 31,857 $9.3M
Magnetar Financial LLC 0.05% New 31,424 $9.2M
Forsta Ap-Fonden 0.06% Add +0.7% 31,000 $9.1M
Varma Mutual Pension Insurance Co 0.07% Add +8.5% 30,498 $8.9M
Stephens Inc. 0.12% Reduce -6.1% 29,086 $8.9M
DNB Asset Management AS 0.04% Add +6.1% 30,263 $8.9M
USS Investment Management Ltd 0.06% No change 29,949 $8.8M
Swiss Life Asset Management Ltd 0.05% Add +103.0% 29,686 $8.7M
Seven Post Investment Office LP 3.26% Add +0.9% 29,524 $8.7M
Nordea Investment Management AB 0.01% Add +38.1% 29,731 $8.6M
Northwest & Ethical Investments L.P. 0.21% No change 29,193 $8.6M
UMB Bank, n.a. 0.13% Add +33.4% 28,748 $8.4M
Edgemoor Investment Advisors, Inc. 0.72% Add +0.5% 28,210 $8.3M
Sheets Smith Wealth Management 0.97% Add +0.0% 28,204 $8.3M
Erste Asset Management GmbH 0.07% Add +4.9% 27,900 $8.1M
Hudson Bay Capital Management LP 0.06% Add +1.0% 26,778 $7.9M
Clifford Swan Investment Counsel LLC 0.27% Reduce 0.0% 26,305 $7.7M
Clarity Financial LLC 0.83% Add +2.5% 26,240 $7.7M
NewEdge Advisors, LLC 0.04% Reduce -82.7% 26,149 $7.7M
Franklin, Parlapiano, Turner & Welch, LLC 2.00% Add +1.2% 26,129 $7.7M
Utah Retirement Systems 0.08% Reduce -0.5% 26,026 $7.6M
Xponance LLC 0.06% Add +2.3% 25,724 $7.5M
Edgestream Partners, L.P. 0.21% Add +4.4% 25,494 $7.5M
Baird Financial Group, Inc. 0.01% Add +24.3% 25,424 $7.5M
Creative Planning 0.01% Add +4.4% 25,110 $7.4M
GC Wealth Management RIA, LLC 0.60% Add +2.0% 24,997 $7.3M
GAM Holding AG 0.51% Reduce -7.1% 24,856 $7.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -17.6% 24,840 $7.3M
Tompkins Financial Corp. 0.67% Reduce -1.3% 24,790 $7.3M
Columbus Macro, LLC 0.88% Add +9.0% 24,561 $7.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +14.9% 24,401 $7.2M
Yousif Capital Management, LLC 0.08% Reduce -0.5% 24,379 $7.2M
Rothschild Investment LLC 0.45% Reduce -2.7% 24,199 $7.1M
QRG Capital Management, Inc. 0.06% Add +7.9% 24,118 $7.1M
Police & Firemen's Retirement System of New Jersey 0.07% Add +5.0% 24,095 $7.1M
&partners 0.05% Add +262.3% 23,887 $7.0M
Susquehanna International Group, LLP 0.01% Add +43.8% 23,896 $7.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -2.8% 23,695 $7.0M
New York Life Investment Management LLC 0.06% Add +1.4% 23,620 $6.9M
Sit Investment Associates Inc. 0.15% Add +9158.8% 23,610 $6.9M
Truist Financial Corp. 0.01% Reduce -22.9% 22,835 $6.7M
Eastover Investment Advisors LLC 2.98% Add +1.9% 22,680 $6.7M
Rockefeller Capital Management L.P. 0.01% Add +0.1% 22,632 $6.6M
Meritage Portfolio Management 0.42% Reduce -0.5% 22,526 $6.6M
PNC Financial Services Group, Inc. 0.00% Add +0.7% 21,753 $6.4M
Mediolanum International Funds Ltd 0.07% Reduce -31.1% 21,425 $6.2M
Ontario Teachers Pension Plan Board 0.13% Add +67.6% 21,074 $6.2M
Old National Bancorp 0.11% Reduce -7.8% 20,994 $6.2M
Pensionfund PDN 4.07% No change 20,589 $6.0M
Public Employees Retirement Association of Colorado 0.02% Reduce -2.8% 20,580 $6.0M
Freestone Grove Partners LP 0.04% New 20,318 $6.0M
Beck Bode, LLC 1.00% New 20,233 $5.9M
MainStreet Investment Advisors LLC 0.82% Add +0.7% 20,174 $5.9M
Rafferty Asset Management, LLC 0.02% Add +16.4% 20,008 $5.9M
M&T Bank Corp 0.02% Reduce -2.9% 19,925 $5.8M
Asset Planning Services Inc. /La/ 2.64% Add +1.1% 19,568 $5.7M
Ellsworth Advisors, LLC 1.36% Add +2.4% 19,008 $5.6M
Susquehanna Portfolio Strategies, LLC 0.12% New 18,795 $5.5M
Pring Turner Capital Group Inc. 3.55% Reduce -0.5% 18,743 $5.5M
Focus Partners Wealth 0.01% Add +15.7% 18,548 $5.4M
Advocate Group LLC 0.97% Add +0.8% 18,519 $5.4M
Y-Intercept (Hong Kong) Ltd 0.13% Add +186.3% 18,412 $5.4M
Meeder Asset Management Inc. 0.33% Add +1320.8% 18,399 $5.4M
Bank of Nova Scotia 0.01% Add +5.5% 18,253 $5.4M
MassMutual Private Wealth & Trust, FSB 0.14% Reduce -0.1% 18,128 $5.3M
Mutual of America Capital Management LLC 0.06% Reduce -1.2% 18,105 $5.3M
BLI - Banque de Luxembourg Investments 0.15% New 18,200 $5.3M
Knights of Columbus Asset Advisors LLC 0.32% Reduce -5.0% 17,948 $5.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.8% 17,874 $5.2M
Sequoia Financial Advisors, LLC 0.03% Add +96.0% 17,371 $5.1M
TCW Group Inc. 0.04% Add +26.1% 17,274 $5.1M
GSI Capital Advisors LLC 2.68% Reduce -41.2% 17,058 $5.0M
Trajan Wealth LLC 0.24% Add +0.7% 17,006 $5.0M
Graham Capital Management, L.P. 0.15% Add +4.1% 16,902 $5.0M
NEOS Investment Management LLC 0.06% Add +54.8% 16,586 $4.9M
OP Asset Management Ltd 0.07% Add +0.1% 16,498 $4.8M
Te Ahumairangi Investment Management Ltd 0.87% Add +12.1% 16,471 $4.8M
Norinchukin Bank, The 0.07% Add +5.7% 16,446 $4.8M
Holocene Advisors, LP 0.01% Reduce -4.5% 16,380 $4.8M
Baker Ellis Asset Management LLC 0.65% New 16,123 $4.7M
Jefferies Financial Group Inc. 0.08% New 16,007 $4.7M
MML Investors Services, LLC 0.01% Add +5.6% 15,923 $4.7M
Vanguard Personalized Indexing Management, LLC 0.05% Add +23.3% 15,738 $4.6M
MAI Capital Management 0.03% Add +2.4% 15,397 $4.5M
Northwest Bancshares, Inc. 0.79% Add +0.4% 15,368 $4.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.9% 15,362 $4.5M
Siemens Fonds Invest GmbH 0.26% Add +1.1% 15,298 $4.5M
Cape Cod Five Cents Savings Bank 0.41% No change 12,315 $4.5M
Ethic Inc. 0.08% Add +10.4% 15,329 $4.4M
Wealthfront Advisers LLC 0.01% Add +38.3% 15,119 $4.4M
Candriam S.C.A. 0.03% Reduce -0.9% 15,100 $4.4M
Vestcor Inc 0.13% Reduce -36.8% 15,031 $4.4M
Colonial Trust Advisors 0.36% Add +4.0% 14,749 $4.3M
Dean Investment Associates, LLC 0.63% Add +0.8% 14,523 $4.3M
Investment Management Corp of Ontario 0.06% Reduce -4.0% 14,417 $4.2M
Sanctuary Advisors, LLC 0.03% Add +9.1% 14,316 $4.2M
SGL Investment Advisors, Inc. 2.02% Add +1.8% 14,422 $4.2M
Riverview Capital Advisers, LLC 1.19% Reduce -20.5% 14,205 $4.2M
Oregon Public Employees Retirement Fund 0.07% Add +0.7% 13,625 $4.0M
Fuller & Thaler Asset Management, Inc. 0.01% Add +0.4% 13,621 $4.0M
HGI Capital Management, LLC 5.39% Add +28.2% 13,557 $4.0M
Horizon Investments, LLC 0.06% Add +158.2% 13,551 $4.0M
Federation des caisses Desjardins du Quebec 0.02% Add +220.6% 13,366 $3.9M
Merit Financial Group, LLC 0.04% Add +77.1% 13,146 $3.9M
Mgo One Seven LLC 0.12% Add +397.7% 12,797 $3.8M
Avantax Advisory Services, Inc. 0.02% Add +13.4% 12,778 $3.7M
Tudor Investment Corporation 0.03% Add +55.8% 12,736 $3.7M
Hantz Financial Services, Inc. 0.06% Add +23.8% 12,451 $3.7M
Naviter Wealth, LLC 0.45% Add +7.9% 12,326 $3.6M
Azimuth Capital Investment Management LLC 0.13% Add +6.5% 12,326 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Add +0.8% 12,273 $3.6M
Susquehanna Fundamental Investments, LLC 0.10% Reduce -66.9% 12,228 $3.6M
Captrust Financial Advisors 0.01% Add +24.2% 12,077 $3.5M
Steward Partners Investment Advisory, LLC 0.03% Add +101.5% 11,984 $3.5M
Cornerstone Advisors, LLC 0.12% No change 11,900 $3.5M
Ostrum Asset Management 0.16% Add +53.9% 11,642 $3.4M
First Nebraska Trust Co 0.32% Reduce -0.3% 11,555 $3.4M
Arjuna Capital 0.89% Reduce -4.7% 11,533 $3.4M
Exencial Wealth Advisors, LLC 0.12% Reduce -5.7% 11,480 $3.4M
Benjamin Edwards Inc. 0.04% Add +7.5% 11,427 $3.4M
Generali Investments, Management Co LLC 0.76% Reduce -2.7% 11,429 $3.3M
Pinebridge Investments, L.P. 0.03% Reduce -87.5% 11,329 $3.3M
Allworth Financial LP 0.02% Add +57.9% 11,294 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 11,000 $3.2M
Elo Mutual Pension Insurance Co 0.07% Reduce -3.5% 10,976 $3.2M
Mizuho Securities USA LLC 0.07% — 10,911 $3.2M
Pathstone Holdings, LLC 0.01% Reduce -40.4% 10,791 $3.2M
Vinva Investment Management Ltd 0.08% Add +31.3% 10,913 $3.2M
Hamilton Capital Partners Inc. 0.16% Add +10.9% 10,751 $3.2M
1834 Investment Advisors Co. 0.40% Reduce -10.7% 10,733 $3.1M
Gould Capital, LLC 2.10% Add +1.1% 10,715 $3.1M
Pensionfund Sabic 0.89% Add +4.9% 10,713 $3.1M
Keybank National Association 0.01% Reduce -1.6% 10,524 $3.1M
Sigma Investment Counselors Inc. 0.17% Add +5.6% 10,482 $3.1M
Little House Capital LLC 0.77% Add +13.6% 10,478 $3.1M
Advisors Asset Management, Inc. 0.05% Add +28.8% 10,417 $3.1M
Walled Lake Planning & Wealth Management, LLC 1.00% Add +1.4% 10,404 $3.1M
Prudential PLC 0.02% Add +280.5% 10,377 $3.0M
Capital Investment Counsel, LLC 0.47% Reduce -1.7% 10,343 $3.0M
Stiles Financial Services Inc 1.05% Add +2.4% 10,336 $3.0M
Avanza Fonder AB 0.09% Reduce -2.4% 10,298 $3.0M
Tidal Investments LLC 0.02% Add +3.5% 10,204 $3.0M
SummitTX Capital, L.P. 0.13% Reduce -46.9% 10,167 $3.0M
Chatham Capital Group, Inc. 0.46% Reduce -0.6% 10,166 $3.0M
Kentucky Retirement Systems 0.09% Reduce -6.1% 10,134 $3.0M
Beacon Pointe Advisors, LLC 0.03% Reduce -2.4% 10,109 $3.0M
Maverick Capital 0.05% New 10,044 $2.9M
Pure Financial Advisors, LLC 0.05% Add +861.0% 9,917 $2.9M
D.A. Davidson & Co. 0.02% Reduce -0.8% 9,910 $2.9M
LYNX Capital Group Ltd. 1.39% Reduce -0.1% 9,804 $2.9M
Canada Post Corp Registered Pension Plan 0.17% New 9,775 $2.9M
Algert Global LLC 0.06% Reduce -4.4% 9,566 $2.8M
Dynamic Advisor Solutions LLC 0.09% Add +4.1% 9,535 $2.8M
Hartford Investment Management Co. 0.09% Reduce -1.1% 9,511 $2.8M
Vident Advisory, LLC 0.03% Add +2.4% 9,342 $2.7M
DoubleLine ETF Adviser LP 0.87% Add +1.3% 9,285 $2.7M
Aware Super Pty Ltd as trustee of Aware Super 0.04% No change 9,036 $2.7M
Systematic Alpha Investments, LLC 0.09% No change 9,030 $2.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +897000.0% 8,971 $2.6M
XML Financial, LLC 0.23% Reduce -1.1% 8,953 $2.6M
Johnson Financial Group, Inc. 0.12% Add +4.5% 8,900 $2.6M
Oppenheimer & Co. Inc. 0.03% Reduce -4.3% 8,841 $2.6M
Regions Financial Corp. 0.02% Reduce -11.2% 8,802 $2.6M
Oppenheimer Asset Management Inc. 0.03% Add +5.2% 8,555 $2.5M
Tower Research Capital LLC (TRC) 0.07% Add +34.4% 8,498 $2.5M
Ritholtz Wealth Management 0.05% Add +3.8% 8,426 $2.5M
Securian Asset Management, Inc. 0.07% No change 8,330 $2.4M
Forte Capital LLC 0.26% Add +1.0% 8,307 $2.4M
Louisiana State Employees Retirement System 0.04% Reduce -2.4% 8,300 $2.4M
Brown Advisory Inc. 0.00% Reduce -5.0% 8,252 $2.4M
Sowell Financial Services LLC 0.10% Add +0.7% 8,211 $2.4M
Gulf International Bank (UK) Ltd 0.08% Reduce -11.7% 8,064 $2.4M
Spirit of America Management Corp. 0.48% Reduce -5.4% 7,925 $2.3M
Presima Securities ULC 0.53% Add +2.5% 7,863 $2.3M
Voloridge Investment Management, LLC 0.01% Reduce -49.3% 7,834 $2.3M
Shell Asset Management Co. 0.08% Add +120.8% 7,740 $2.3M
AXA S.A. 0.01% Reduce -72.8% 7,723 $2.3M
Capital Management Associates, Inc 0.71% Add +29.8% 7,679 $2.3M
Maryland State Retirement & Pension System 0.05% Add +3.8% 7,676 $2.3M
Intech Investment Management LLC 0.02% Reduce -64.0% 7,653 $2.2M
Robeco Institutional Asset Management B.V. 0.00% Reduce -26.1% 7,644 $2.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% Reduce -51.5% 7,596 $2.2M
Integrated Wealth Concepts LLC 0.02% Add +81.4% 7,430 $2.2M
Bell Bank 0.10% No change 7,406 $2.2M
Texas Yale Capital Corp. 0.07% Reduce -12.6% 7,395 $2.2M
Man Group plc 0.00% Reduce -35.1% 7,385 $2.2M
New Mexico Educational Retirement Board 0.07% No change 7,365 $2.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.18% No change 7,350 $2.2M
iA Global Asset Management Inc. 0.03% Add +28.9% 7,196 $2.1M
Kestra Private Wealth Services, LLC 0.03% Add +171.7% 7,191 $2.1M
Bristlecone Advisors, LLC 0.18% Reduce -11.0% 7,150 $2.1M
Midwest Professional Planners, LTD. 0.55% Add +2.8% 7,138 $2.1M
Saturna Capital Corp. 0.03% Add +3.4% 7,136 $2.1M
Werlinich Asset Management, LLC 1.14% Add +17.3% 7,105 $2.1M
AG2R La Mondiale Gestion D'actifs 0.10% Add +7.7% 6,968 $2.0M
Petredis Investment Advisors LLC 0.18% Add +1.1% 6,939 $2.0M
Concurrent Investment Advisors, LLC 0.04% Add +61.5% 6,813 $2.0M
E. Ohman J:or Asset Management AB 0.05% No change 6,800 $2.0M
GeoWealth Management, LLC 0.08% Reduce -5.9% 6,764 $2.0M
Crossmark Global Holdings, Inc. 0.03% Reduce -5.1% 6,697 $2.0M
United Community Bank 0.67% Add +2.6% 6,684 $2.0M
Commerzbank Aktiengesellschaft 0.04% Add +26.9% 6,637 $1.9M
Rowlandmiller & Partners.adv 0.40% Reduce -1.0% 6,609 $1.9M
Orion Porfolio Solutions, LLC 0.02% Add +7.5% 6,554 $1.9M
JGP Wealth Management, LLC 0.23% Reduce -4.4% 6,490 $1.9M
Colonial Trust Co / SC 0.28% No change 6,474 $1.9M
Private Advisor Group, LLC 0.01% Add +23.7% 6,452 $1.9M
Allen Wealth Management, LLC 1.32% Add +0.8% 6,419 $1.9M
Moran Wealth Management, LLC 0.06% Reduce -4.0% 6,357 $1.9M
Columbia Bank 0.57% Add +11.4% 6,394 $1.9M
Regatta Capital Group, LLC 0.32% Add +77.0% 6,308 $1.9M
Hussman Strategic Advisors, Inc. 0.42% New 6,300 $1.8M
Banque Cantonale Vaudoise 0.07% Reduce -15.4% 6,233 $1.8M
Bokf, NA 0.03% Reduce -42.0% 6,045 $1.8M
JPL Wealth Management, LLC 0.48% Add +3.1% 6,040 $1.8M
Sawyer & Company, Inc 0.59% Reduce -9.5% 5,563 $1.8M
J. Safra Sarasin Holding AG 0.03% Add +86.1% 5,980 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +33.9% 5,976 $1.8M
WD Rutherford LLC 0.80% Reduce -2.3% 5,931 $1.7M
Plato Investment Management Ltd 0.13% Add +0.1% 5,863 $1.7M
OMERS ADMINISTRATION Corp 0.01% No change 5,693 $1.7M
Acadian Asset Management LLC 0.00% New 5,692 $1.7M
Harvest Portfolios Group Inc. 0.04% Add +8.6% 5,676 $1.7M
Hennion & Walsh Asset Management, Inc. 0.07% Add +5.9% 5,580 $1.6M
SG Americas Securities, LLC 0.01% Add +147.4% 5,522 $1.6M
Nicola Wealth Management LTD. 0.15% Reduce -38.4% 5,480 $1.6M
Wilmington Savings Fund Society, FSB 0.03% Add +13.2% 5,421 $1.6M
AlphaQuest LLC 0.16% Add +58.4% 5,412 $1.6M
Virtus Investment Advisers, LLC 0.53% Add +962.3% 5,354 $1.6M
Segment Wealth Management, LLC 0.10% Add +6.8% 5,319 $1.6M
Ramirez Asset Management, Inc. 0.24% Add +179.0% 5,299 $1.6M
Kornitzer Capital Management Inc. 0.03% No change 5,200 $1.5M
Atria Investments, Inc 0.02% Reduce -0.9% 5,198 $1.5M
Columbia Asset Management 0.30% Add +4.1% 5,197 $1.5M
FORA Capital, LLC 0.17% Reduce -38.9% 5,188 $1.5M
Founders Financial Securities LLC 0.11% Add +36.4% 5,149 $1.5M
Twin Capital Management Inc. 0.16% Add +2.9% 5,136 $1.5M
Quadrant Capital Group LLC 0.05% Add +43.8% 5,135 $1.5M
Stenger Family Office, LLC 0.39% — 5,208 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.5% 5,036 $1.5M
Westerkirk Capital Inc. 0.18% — 5,016 $1.5M
Gifford Fong Associates 0.34% No change 5,000 $1.5M
Azzad Asset Management Inc. 0.16% Add +4.6% 4,996 $1.5M
Weaver Capital Management LLC 0.36% Reduce -16.8% 4,970 $1.5M
Pallas Capital Advisors LLC 0.06% Add +582.1% 4,959 $1.5M
Apollon Wealth Management, LLC 0.03% Reduce -1.8% 4,954 $1.5M
ASR Vermogensbeheer N.V. 0.02% Add +11.2% 4,909 $1.4M
Moloney Securities Asset Management, LLC 0.18% Add +1.2% 4,900 $1.4M
Alaethes Wealth, LLC 0.43% Add +5.1% 4,892 $1.4M
Summit Trail Advisors, LLC 0.02% Add +35.0% 4,885 $1.4M
Bessemer Group Inc. 0.00% Reduce -17.6% 4,887 $1.4M
Assetmark, Inc. 0.00% Add +11.0% 4,812 $1.4M
Diligent Investors, LLC 0.33% Reduce -1.0% 4,775 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +3.0% 4,720 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +0.1% 4,701 $1.4M
Union Bancaire Privee, UBP SA 0.02% No change 5,500 $1.4M
Rodgers Brothers Inc. 0.17% No change 4,600 $1.3M
Hancock Whitney Corp. 0.03% Add +0.8% 4,566 $1.3M
MQS Management LLC 0.74% Reduce -11.8% 4,559 $1.3M
Cascade Investment Advisors, Inc. 0.85% Reduce -4.3% 4,509 $1.3M
Creative Financial Designs Inc. 0.10% Add +670.1% 4,505 $1.3M
Bangor Savings Bank 0.12% Reduce -6.3% 4,487 $1.3M
Vanderbilt University 0.25% Reduce -58.7% 4,486 $1.3M
Brighton Jones LLC 0.04% Add +159.6% 4,481 $1.3M
Snowden Capital Advisors LLC 0.04% Add +10.0% 4,470 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% No change 4,460 $1.3M
Old Port Advisors 0.36% Reduce -24.8% 4,452 $1.3M
First Manhattan Co. Llc. 0.00% No change 4,405 $1.3M
Highview Capital Management LLC 0.50% Add +3.3% 4,371 $1.3M
Sage Capital Management, LLC 0.62% Add +0.7% 4,365 $1.3M
Middleton & Co. Inc. 0.14% Reduce -15.9% 4,350 $1.3M
WBH Advisory Inc. 0.11% Reduce -3.6% 4,314 $1.3M
Wambolt & Associates, LLC 0.43% Reduce -6.9% 4,234 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -6.5% 4,301 $1.3M
Lindenwold Advisors, INC 0.65% Add +1.1% 4,238 $1.2M
Clare Market Investments LLC 0.28% Add +311.3% 4,232 $1.2M
American Assets Capital Advisers, LLC 1.25% No change 4,225 $1.2M
Arbor Capital Management Inc. 1.07% Add +4.7% 4,329 $1.2M
Focus Partners Advisor Solutions, LLC 0.02% Add +496.9% 4,113 $1.2M
Meridian Wealth Management, LLC 0.05% Add +10.2% 4,091 $1.2M
RB Capital Management, LLC 0.28% Add +0.1% 4,078 $1.2M
Ossiam 0.01% Add +3.4% 4,066 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -0.3% 4,062 $1.2M
Haverford Trust Co 0.01% Reduce -0.8% 4,058 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.07% Add +0.1% 4,005 $1.2M
Mission Wealth Management, LP 0.03% Reduce -3.3% 4,004 $1.2M
Lido Advisors, LLC 0.01% Reduce -23.6% 3,984 $1.2M
ICW Investment Advisors LLC 0.46% Add +1.7% 3,966 $1.2M
Ascent Wealth Partners, LLC 0.14% New 3,958 $1.2M
Procyon Advisors, LLC 0.11% Reduce -54.0% 3,948 $1.2M
Synovus Financial Corp. 0.01% Reduce -32.3% 3,925 $1.2M
Atria Wealth Solutions, Inc. 0.03% Reduce -16.3% 3,921 $1.2M
Waddell & Associates, LLC 0.12% Add +29.0% 3,903 $1.1M
World Investment Advisors 0.03% New 3,849 $1.1M
Assenagon Asset Management S.A. 0.00% Add +0.6% 3,816 $1.1M
Nebula Research & Development LLC 0.09% New 3,794 $1.1M
RD Lewis Holdings, Inc. 1.12% Add +8.4% 3,914 $1.1M
Park Avenue Securities LLC 0.01% Add +1.3% 3,775 $1.1M
W.H. Cornerstone Investments Inc. 0.70% Add +9.4% 3,775 $1.1M
Brevan Howard Capital Management LP 0.01% New 3,750 $1.1M
Empowered Funds, LLC 0.01% Add +16.3% 3,704 $1.1M
Rogco, LP 0.41% Reduce -0.0% 3,700 $1.1M
HB Wealth Management, LLC 0.01% Add +16.0% 3,667 $1.1M
Wolverine Trading, LLC 0.03% New 3,666 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +0.8% 3,611 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -10.1% 3,608 $1.1M
EP Wealth Advisors, LLC 0.01% Add +17.6% 3,591 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% No change 3,570 $1.0M
TD Waterhouse Canada Inc. 0.01% Add +0.3% 3,509 $1.0M
IFP Advisors, Inc 0.03% Add +0.3% 3,103 $1.0M
Dark Forest Capital Management LP 0.04% New 3,514 $1.0M
Centiva Capital, LP 0.07% Reduce -31.1% 3,506 $1.0M
Jain Global LLC 0.02% Reduce -14.4% 3,500 $1.0M
Mufg Securities Americas Inc. 0.09% Add +25.4% 3,499 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -50.0% 3,472 $1.0M
Formidable Asset Management, LLC 0.17% Add +3.4% 3,391 $1.0M
Sumitomo Life Insurance Co. 0.07% Reduce -6.7% 3,358 $985K
Romano Brothers and Company 0.12% No change 3,329 $977K
NorthRock Partners, LLC 0.03% Add +42.3% 3,314 $972K
North Dallas Bank & Trust Co. 0.73% — 3,299 $968K
Callan Family Office, LLC 0.03% New 3,295 $967K
Pekin Hardy Strauss, Inc. 0.11% No change 3,294 $967K
Thoroughbred Financial Services, LLC 0.07% Reduce -48.2% 3,259 $956K
Family Legacy, Inc. 0.31% Add +1.6% 3,253 $954K
Hummer Financial Advisory Services Inc 0.71% No change 3,244 $952K
Global Wealth Management Investment Advisory, Inc. 0.18% Add +10.0% 3,215 $943K
Donald L. Hagan, LLC 0.47% Reduce -1.8% 3,211 $942K
Laird Norton Wetherby Wealth Management, LLC 0.04% — 3,210 $942K
Wealthspire Advisors, LLC 0.01% Add +121.2% 3,198 $938K
ExodusPoint Capital Management, LP 0.01% New 3,175 $932K
Sivia Capital Partners, LLC 0.32% New 3,168 $929K
Mutual Advisors, LLC 0.02% Reduce -7.4% 3,226 $928K
Cresset Asset Management, LLC 0.00% Add +59.5% 3,158 $927K
J.W. Cole Advisors, Inc. 0.02% Add +9.8% 3,158 $927K
Polymer Capital Management (US) LLC 0.15% New 3,111 $913K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% New 3,100 $910K
Capital Advisory Group Advisory Services, LLC 0.33% Add +1.5% 3,095 $908K
Checchi Capital Advisers, LLC 0.06% Reduce -1.9% 3,090 $907K
Maltin Wealth Management, Inc. 0.40% Add +0.4% 3,038 $891K
Moneta Group Investment Advisors LLC 0.01% Reduce -20.3% 3,037 $891K
Sterling Investment Advisors, Ltd. 0.19% Reduce -0.1% 3,025 $888K
Naples Global Advisors, LLC 0.08% Add +21.4% 3,020 $886K
Doliver Advisors, LP 0.24% Add +92.2% 3,019 $886K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -7.5% 3,012 $884K
Marshall Financial Group, LLC 0.17% New 3,012 $879K
Westpac Banking Corp. 0.06% Reduce -7.4% 2,996 $879K
Cullen Capital Management, LLC 0.01% Add +314.8% 2,991 $878K
Generation Capital Management LLC 0.69% Add +1.3% 2,967 $871K
Hartline Investment Corp./ 0.10% Reduce -0.4% 2,904 $852K
Buck Wealth Strategies, LLC 0.13% Reduce -15.5% 2,887 $847K
Whittier Trust Co. 0.01% Add +2.1% 2,881 $845K
Blair William & Co. 0.00% Add +4.5% 2,863 $840K
2UniFi Bank 0.48% Add +23.5% 2,862 $840K
Principal Securities, Inc. 0.02% Add +8.8% 2,832 $831K
Conning Inc. 0.03% Add +1.9% 2,830 $830K
Independent Financial Group, LLC 0.02% Add +9.2% 2,821 $828K
Avidian Wealth Enterprises, LLC 0.03% Add +0.1% 2,808 $824K
Hendershot Investments Inc. 0.11% No change 2,801 $822K
Novem Group 0.10% New 2,799 $821K
MASTERINVEST Kapitalanlage GmbH 0.09% — 2,794 $820K
Pavion Blue Capital, LLC 0.36% No change 2,788 $818K
GF Fund Management Co. LTD. 0.02% Reduce -6.7% 2,785 $817K
Global Retirement Partners, LLC 0.02% — 2,784 $817K
Silverlake Wealth Management LLC 0.24% No change 2,765 $811K
Cape Ann Savings Bank 0.48% Add +1.3% 2,755 $808K
Trivium Point Advisory, LLC 0.09% Add +33.2% 2,754 $808K
Integrated Advisors Network LLC 0.04% Reduce -3.3% 2,752 $808K
Axxcess Wealth Management, LLC 0.02% Add +37.0% 2,727 $800K
Choreo, LLC 0.01% Add +9.2% 2,724 $799K
DAVENPORT & Co LLC 0.00% Add +4.2% 2,709 $795K
Drucker Wealth 3.0, LLC 0.15% New 2,741 $792K
Plimoth Trust Co. LLC 0.19% Reduce -8.0% 2,690 $789K
Stratos Wealth Partners, LTD. 0.01% Reduce -13.9% 2,654 $779K
Private Trust Co. NA 0.07% Add +21.4% 2,596 $762K
SPC Financial, Inc. 0.06% Add +8.6% 2,582 $758K
Exchange Traded Concepts, LLC 0.01% Add +13.3% 2,582 $758K
Foundations Investment Advisors, LLC 0.01% Reduce -76.3% 2,561 $752K
Impact Partnership Wealth, LLC 0.14% Reduce -10.8% 2,550 $748K
Glenmede Investment Management, LP 0.00% — 2,545 $747K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.3% 2,533 $743K
Independent Advisor Alliance 0.02% Add +40.6% 2,526 $741K
Smithbridge Asset Management Inc. 0.13% Reduce -7.9% 2,500 $734K
Elevation Wealth Partners, LLC 0.29% No change 2,496 $732K
Penserra Capital Management LLC 0.01% Reduce -2.0% 2,500 $732K
Frank, Rimerman Advisors LLC 0.05% Reduce -5.2% 2,470 $725K
Hartford Funds Management Co LLC 0.06% Add +205.7% 2,467 $725K
Mechanics Financial Corp 0.31% Add +0.3% 2,463 $723K
Guidance Capital, Inc. 0.21% Reduce -2.4% 2,579 $719K
Berkeley Capital Partners, LLC 0.18% Add +1.4% 2,448 $718K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -40.1% 2,424 $711K
One Capital Management, LLC 0.02% Reduce -8.2% 2,415 $709K
Loudon Investment Management, LLC 0.39% No change 2,400 $704K
Savant Capital, LLC 0.01% Add +6.7% 2,399 $704K
Ar Asset Management Inc. 0.16% No change 2,388 $701K
South Plains Financial, Inc. 0.49% Add +0.2% 2,388 $701K
Advisory Services Network, LLC 0.01% Add +71.3% 2,567 $698K
Farther Finance Advisors, LLC 0.01% Add +3.8% 2,332 $684K
TFG Advisers LLC 0.23% Reduce -0.9% 2,329 $683K
Transcend Capital Advisors, LLC 0.05% Add +114.4% 2,326 $682K
Profund Advisors LLC 0.02% Add +7.7% 2,324 $682K
Werba Rubin Papier Wealth Management 0.13% Reduce -1.1% 2,319 $680K
Bragg Financial Advisors, Inc 0.02% Reduce -17.5% 2,311 $678K
Prestige Wealth Management Group LLC 0.14% Reduce -2.0% 2,273 $667K
Syon Capital LLC 0.04% Add +65.6% 2,267 $665K
Inspire Advisors, LLC 0.07% Reduce -3.9% 2,257 $662K
Parallel Advisors, LLC 0.01% Add +10.5% 2,255 $662K
Allstate Corp. 0.05% Reduce -82.4% 2,243 $658K
Fulcrum Asset Management LLP 0.19% — 2,238 $657K
PFG Investments, LLC 0.04% Add +138.6% 2,212 $649K
Harbour Investments, Inc. 0.02% Add +18.9% 2,210 $649K
Peapack Gladstone Financial Corp. 0.01% Add +9.2% 2,180 $639K
Atlas Brown,Inc. 0.20% Reduce -0.2% 2,172 $637K
Evercore Wealth Management, LLC 0.01% No change 2,163 $635K
Winebrenner Capital Management LLC 0.51% No change 2,134 $626K
Great Valley Advisor Group, Inc. 0.01% Add +0.4% 2,131 $626K
TD Private Client Wealth LLC 0.02% Add +12.3% 2,131 $625K
Sompo Asset Management Co., Ltd. 0.11% Reduce -15.8% 2,130 $625K
Nations Financial Group Inc, /Ia/ 0.04% No change 2,122 $623K
Retirement Planning Co of New England, Inc. 0.27% Add +0.4% 2,092 $614K
InTrack Investment Management Inc 0.41% New 2,078 $610K
Coldstream Capital Management Inc. 0.01% Add +0.6% 2,066 $606K
DRW Securities, LLC 0.04% New 2,039 $598K
Gsa Capital Partners LLP 0.04% Add +78.2% 2,037 $598K
Horst & Graben Wealth Management LLC 0.10% Reduce -0.3% 2,018 $592K
Gold Investment Management Ltd. 0.22% Reduce -19.3% 1,988 $592K
GAMMA Investing LLC 0.04% Add +13.3% 1,987 $583K
Advisors Capital Management, LLC 0.01% Reduce -2.2% 1,983 $582K
Triton Financial Group Inc 0.42% — 1,965 $577K
Baker Tilly Wealth Management, LLC 0.20% Add +30.1% 1,955 $573K
Chesapeake Wealth Management 0.19% Add +23.5% 1,952 $573K
Greenleaf Trust 0.01% Reduce -4.4% 1,942 $570K
Advisors Preferred, LLC 0.09% No change 1,900 $566K
Jacobi Capital Management LLC 0.04% Add +6.8% 1,928 $566K
Clarius Group, LLC 0.03% Reduce -2.5% 1,914 $562K
Strategic Financial Services, Inc. 0.03% No change 1,895 $556K
HighPoint Advisor Group LLC 0.03% Add +20.5% 1,883 $553K
Fifth Third Wealth Advisors LLC 0.02% Add +18.6% 1,883 $553K
Linscomb Wealth, Inc. 0.03% Reduce -6.3% 1,875 $550K
Diversify Advisory Services, LLC 0.02% New 1,960 $550K
IVC Wealth Advisors LLC 0.27% Add +8.2% 1,853 $544K
Flavin Financial Services, Inc. 0.53% Reduce -15.2% 1,846 $542K
WealthPLAN Partners, LLC 0.09% No change 1,844 $541K
Groupe la Francaise 0.01% No change 1,833 $537K
Abn Amro Investment Solutions 0.01% Reduce -0.7% 1,817 $533K
NewEdge Wealth, LLC 0.01% Reduce -6.5% 1,867 $530K
Campion Asset Management 0.40% Reduce -0.2% 1,806 $530K
Unique Wealth Strategies, LLC 0.22% New 1,805 $530K
Dearborn Partners LLC 0.03% Reduce -25.2% 1,803 $529K
Ascent Group, LLC 0.02% Reduce -9.5% 1,790 $525K
StoneX Group Inc. 0.03% Add +5.2% 1,786 $524K
Signaturefd, LLC 0.01% Add +0.3% 1,784 $524K
Abc Arbitrage SA 0.06% Reduce -58.5% 1,775 $521K
Spinnaker Trust 0.03% New 1,764 $518K
CW Advisors, LLC 0.01% New 1,751 $514K
Signet Financial Management, LLC 0.06% Reduce -4.6% 1,745 $512K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.2% 1,737 $510K
Liberty Wealth Management LLC 0.08% Add +1.4% 1,731 $508K
Blue Trust, Inc. 0.01% Add +240.2% 1,728 $507K
Advisory Alpha, LLC 0.02% Reduce -1.4% 1,726 $507K
Savvy Advisors, Inc. 0.03% Add +11.8% 1,720 $505K
Brooklyn Investment Group 0.07% Add +36.8% 1,718 $504K
Longfellow Investment Management Co. LLC 0.12% No change 1,715 $503K
Biltmore Wealth Management, LLC 0.20% Reduce -1.1% 1,710 $502K
Arkadios Wealth Advisors 0.01% Reduce -0.5% 1,706 $500K
Winmill & Co. Inc. 0.14% No change 1,700 $499K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +25.9% 1,700 $499K
Greykasell Wealth Strategies, Inc. 0.24% Add +0.1% 1,700 $499K
Equitable Holdings, Inc. 0.00% Reduce -1.9% 1,697 $498K
Prudent Man Advisors, LLC 0.16% Add +1.2% 1,696 $498K
HUB Investment Partners, LLC 0.02% Add +17.6% 1,694 $497K
Stonegate Investment Group, LLC 0.01% Add +24.2% 1,677 $492K
Campbell & CO Investment Adviser LLC 0.03% Reduce -30.6% 1,668 $489K
Koshinski Asset Management, Inc. 0.04% Add +26.4% 1,654 $485K
Live Oak Investment Partners 0.37% Reduce -3.6% 1,637 $480K
Summit Financial, LLC 0.01% Reduce -7.0% 1,634 $479K
AE Wealth Management LLC 0.00% Add +4.7% 1,630 $478K
Whitener Capital Management, Inc. 0.13% Add +2.3% 1,610 $472K
Busey Bank 0.01% Reduce -11.9% 1,604 $471K
Two Sigma Advisers, LP 0.00% Add +23.1% 1,600 $469K
Pasadena Private Wealth, LLC 0.08% Reduce -5.6% 1,586 $465K
Inspire Investing, LLC 0.05% Reduce -10.6% 1,582 $464K
White Pine Capital LLC 0.15% Add +1.7% 1,577 $463K
Krane Funds Advisors LLC 0.02% Add +22.5% 1,563 $459K
Stanley-Laman Group, Ltd. 0.07% Add +15.6% 1,560 $458K
Cigna Investments Inc. 0.08% Reduce -2.0% 1,554 $456K
Evoke Wealth, LLC 0.01% New 1,554 $456K
Mid-American Wealth Advisory Group, Inc. 0.22% Add +73.3% 1,549 $455K
Financial Advocates Investment Management 0.04% New 1,549 $455K
International Private Wealth Advisors LLC 0.39% Add +13.2% 1,548 $454K
Blue Fin Capital, Inc. 0.08% Add +0.6% 1,541 $452K
GTS Securities LLC 0.02% New 1,541 $452K
First Foundation Advisors 0.02% Reduce -31.3% 1,533 $450K
Eastern Bank 0.01% No change 1,530 $449K
Shelton Capital Management 0.01% No change 1,527 $448K
Cornerstone Advisory, LLC 0.05% Reduce -0.2% 1,521 $446K
Main Line Retirement Advisors, LLC 0.25% Add +1.0% 1,501 $441K
Sterling Capital Management LLC 0.01% Add +11.2% 1,495 $439K
Everett Harris & Co. 0.01% No change 1,492 $438K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.0% 1,490 $437K
Mechanics Bank Trust Department 0.06% No change 1,478 $434K
Gryphon Financial Partners LLC 0.06% Add +0.9% 1,477 $433K
CX Institutional 0.01% Add +1.0% 1,469 $431K
Capital Advisors Inc. 0.01% Reduce -1.6% 1,467 $430K
OneDigital Investment Advisors LLC 0.00% Reduce -13.9% 1,450 $425K
CenterBook Partners LP 0.02% New 1,428 $419K
Diversified Trust Co. 0.01% New 1,424 $418K
Kingsview Wealth Management, LLC 0.01% Add +12.8% 1,415 $415K
American Investment Services, Inc. 0.11% Add +1.2% 1,411 $414K
V-Square Quantitative Management LLC 0.05% Add +2.1% 1,397 $410K
Berger Financial Group, Inc 0.03% Reduce -2.1% 1,397 $410K
Modern Wealth Management, LLC 0.01% Reduce -9.3% 1,380 $405K
Eagle Harbor Asset Management Inc. 0.39% Reduce -3.7% 1,375 $403K
Valeo Financial Advisors, LLC 0.01% Add +4.0% 1,365 $401K
Composition Wealth, LLC 0.01% Add +45.7% 1,361 $399K
EverSource Wealth Advisors, LLC 0.02% Add +172.5% 1,349 $396K
KCM Investment Advisors LLC 0.01% Add +2.9% 1,349 $396K
Sagespring Wealth Partners, LLC 0.01% Add +5.7% 1,345 $395K
BBR Partners, LLC 0.02% Reduce -0.1% 1,344 $394K
Fiduciary Financial Group, LLC 0.07% Add +6.8% 1,312 $391K
Atalanta Sosnoff Capital, LLC 0.01% Add +3.8% 1,330 $390K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +0.7% 1,329 $390K
Dorsey & Whitney Trust CO LLC 0.02% Add +13.6% 1,316 $386K
Lederer & Associates Investment Counsel 0.25% Reduce -1.2% 1,313 $385K
Bank Ozk 0.15% No change 1,310 $384K
Blodgett Wealth Advisors, LLC 0.30% No change 1,300 $381K
Praxis Investment Management Inc. 0.02% Reduce -67.5% 1,300 $381K
Williams & Novak, LLC 0.32% Add +41.0% 1,297 $380K
Chesley Taft & Associates LLC 0.02% Reduce -16.3% 1,280 $376K
Mirador Capital Partners LP 0.06% Add +0.1% 1,278 $375K
Atticus Wealth Management, LLC 0.10% Add +11.8% 1,274 $374K
Huntington National Bank 0.00% Add +6.0% 1,273 $374K
Premier Path Wealth Partners, LLC 0.05% Add +2.4% 1,265 $371K
Evergreen Capital Management LLC 0.01% Add +5.0% 1,262 $370K
Creekside Partners 0.18% No change 1,260 $370K
Rexford Capital Inc. 0.30% — 1,247 $366K
Adell Harriman & Carpenter Inc. 0.02% No change 1,229 $361K
PDS Planning, Inc 0.03% Add +50.1% 1,226 $360K
SYM FINANCIAL Corp 0.04% New 1,222 $359K
Norden Group LLC 0.04% Reduce -36.3% 1,216 $357K
Essex Financial Services, Inc. 0.02% Add +7.0% 1,211 $355K
Creekmur Asset Management LLC 0.06% Add +21.0% 1,197 $351K
Argent Trust Co 0.01% No change 1,191 $349K
Motco 0.03% Add +1.9% 1,282 $349K
Nilsine Partners, LLC 0.04% Reduce -1.1% 1,185 $348K
Monetary Management Group Inc. 0.08% Add +11.9% 1,175 $345K
Legacy Wealth Asset Management, LLC 0.09% Add +1.1% 1,167 $342K
Red Door Wealth Management, LLC 0.04% New 1,167 $342K
Clear Creek Financial Management, LLC 0.03% New 1,165 $342K
Freedom Investment Management, Inc. 0.03% Reduce -11.6% 1,144 $336K
Carrera Capital Advisors 0.07% Reduce -89.0% 1,137 $334K
Lazard Asset Management LLC 0.00% Reduce -58.9% 1,137 $333K
Second Line Capital, LLC 0.08% Add +1.3% 1,134 $333K
17 Capital Partners, LLC 0.19% No change 1,132 $332K
Kingswood Wealth Advisors, LLC 0.03% Reduce -1.6% 1,128 $331K
Chicago Partners Investment Group LLC 0.01% Add +44.7% 1,142 $331K
NorthCrest Asset Manangement, LLC 0.01% New 1,112 $330K
IFG Advisory, LLC 0.02% Add +5.1% 1,117 $328K
Pacific Sun Financial Corp 0.17% Add +12.8% 1,117 $328K
Connors Investor Services Inc. 0.03% No change 1,115 $327K
Brookstone Capital Management 0.00% Reduce -15.5% 1,113 $327K
Poinciana Advisors Group, LLC 0.29% New 1,105 $324K
Whalerock Point Partners, LLC 0.07% No change 1,105 $324K
West Oak Capital, LLC 0.16% Reduce -6.0% 1,102 $323K
Sara-Bay Financial 0.12% Reduce -2.7% 1,098 $322K
Weaver Consulting Group 0.09% Add +0.1% 1,093 $321K
Ridgecrest Wealth Partners, LLC 0.17% Reduce -1.1% 1,086 $319K
Sovereign Financial Group, Inc. 0.07% Add +0.7% 1,085 $318K
Patrick M Sweeney & Associates, Inc. 0.22% Add +3.5% 1,070 $317K
Asset Planning,Inc 0.24% Add +8.7% 1,080 $317K
True North Advisors, LLC 0.06% Reduce -3.1% 1,077 $316K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -14.5% 1,076 $316K
Geneos Wealth Management Inc. 0.01% Add +64.6% 1,073 $315K
STAR Financial Bank 0.20% Reduce -9.3% 1,068 $313K
Panagora Asset Management Inc. 0.00% Reduce -44.7% 1,067 $313K
Albert D Mason Inc. 0.23% Add +1.2% 1,066 $313K
Arax Advisory Partners 0.01% Add +154.1% 1,057 $310K
Quotient Wealth Partners, LLC 0.01% Add +19.0% 1,054 $309K
Jump Financial, LLC 0.00% Reduce -72.0% 1,051 $308K
Pitcairn Co. 0.02% Reduce -15.1% 1,050 $308K
111 Capital 0.05% Add +29.4% 1,042 $306K
Bond & Devick Financial Network, Inc. 0.10% Add +0.4% 1,042 $306K
Bill Few Associates, Inc. 0.09% Add +0.1% 1,035 $304K
Inscription Capital, LLC 0.04% New 1,029 $302K
Jamison Private Wealth Management, Inc. 0.04% Reduce -47.4% 1,017 $299K
4WEALTH Advisors, Inc. 0.31% Reduce -1.5% 1,009 $296K
IHT Wealth Management, LLC 0.01% Reduce -11.5% 1,003 $294K
Lester Murray Antman dba SimplyRich 0.08% No change 1,003 $294K
Etesian Wealth Advisors, Inc. 0.11% No change 1,000 $293K
Howard Capital Management, LLC 0.00% Add +10.4% 1,000 $293K
Prospera Financial Services Inc 0.01% Reduce -14.8% 994 $292K
Trust Co. of Vermont 0.01% Add +7.2% 986 $289K
Confluence Wealth Services, Inc. 0.02% New 980 $288K
Headinvest, LLC 0.06% Reduce -2.4% 978 $287K
Tyche Wealth Partners LLC 0.06% Add +26.8% 976 $286K
AlphaStar Capital Management, LLC 0.02% Reduce -49.4% 974 $286K
Commons Capital, LLC 0.22% Add +0.6% 968 $284K
Kera Capital Partners, Inc. 0.06% New 966 $283K
Crestmont Private Wealth LLC 0.10% Add +0.3% 965 $283K
Sharper & Granite LLC 0.11% Reduce -3.3% 949 $282K
Cadence Bank 0.02% No change 955 $280K
AlphaCore Capital LLC 0.01% Add +102.5% 952 $279K
Knollwood Investment Advisory, LLC 0.03% No change 950 $279K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -17.4% 949 $278K
Kovack Advisors, Inc. 0.03% Add +0.1% 948 $278K
Planned Solutions, Inc. 0.11% No change 947 $278K
Rockport Wealth LLC 0.06% New 944 $277K
Oxbow Advisors, LLC 0.03% Reduce -4.5% 943 $277K
Investmark Advisory Group LLC 0.13% Add +0.5% 940 $276K
Sunbelt Securities, Inc. 0.02% Reduce -0.9% 919 $275K
Certified Advisory Corp 0.03% No change 933 $274K
Gallacher Capital Management LLC 0.13% Reduce -46.5% 932 $274K
Heartland Bank & Trust Co 0.13% Reduce -44.1% 931 $273K
Ellevest, Inc. 0.04% Reduce -18.3% 931 $273K
Investment Advisory Group, LLC 0.08% No change 929 $273K
Pembroke Management, LTD 0.03% New 927 $272K
Archer Investment Corp 0.06% Add +0.1% 927 $272K
Transamerica Financial Advisors, LLC 0.03% Reduce -4.0% 923 $271K
Johnson Investment Counsel Inc. 0.00% Reduce -16.8% 918 $269K
Reynders McVeigh Capital Management, LLC 0.01% No change 918 $269K
Versant Capital Management, Inc 0.04% Add +9.3% 905 $266K
Journey Strategic Wealth LLC 0.01% New 904 $265K
Florida Trust Wealth Management Co 0.01% No change 897 $263K
Avestar Capital, LLC 0.02% Reduce -15.5% 892 $262K
Compound Planning, Inc. 0.01% Reduce -10.7% 888 $261K
Schwallier Wealth Management LLC 0.16% Add +1.5% 887 $260K
Fidelis Capital Partners, LLC 0.02% No change 919 $259K
Legacy Capital Wealth Partners, LLC 0.06% New 878 $258K
Wedmont Private Capital 0.01% Add +1.1% 884 $255K
MBB Public Markets I LLC 0.03% Reduce -18.3% 869 $255K
Pinnacle Associates Ltd. 0.00% Reduce -2.5% 869 $255K
Hilltop Holdings Inc. 0.02% Reduce -13.0% 865 $254K
Mather Group, Llc. 0.00% Add +4.6% 864 $253K
Ascentis Independent Advisors 0.05% Add +10.6% 863 $253K
Yoder Wealth Management, Inc. 0.13% Add +6.3% 860 $252K
Summit Asset Management, LLC 0.04% Reduce -40.0% 860 $252K
Jackson Thornton Wealth Management, LLC 0.03% New 862 $251K
Engineers Gate Manager LP 0.00% Reduce -94.2% 853 $250K
Rise Advisors, LLC 0.10% Reduce -11.6% 851 $250K
Founders Capital Management 0.15% No change 850 $249K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -14.4% 847 $249K
Huntleigh Advisors, Inc. 0.05% New 845 $248K
Gen-Wealth Partners Inc 0.10% Add +13.9% 842 $247K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.7% 840 $247K
Wesbanco Bank Inc. 0.01% Reduce -44.0% 840 $246K
Kaufman Rossin Wealth, LLC 0.16% New 838 $246K
Prime Capital Investment Advisors, LLC 0.00% Reduce -72.6% 831 $244K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 830 $243K
Commonwealth Financial Services, LLC 0.05% Reduce -1.2% 829 $243K
waypoint wealth counsel 0.12% New 823 $241K
Ballentine Partners, LLC 0.00% Reduce -5.5% 819 $240K
Godsey & Gibb, Inc. 0.02% No change 817 $240K
Alta Advisers Ltd 0.09% No change 815 $239K
Signature Estate & Investment Advisors LLC 0.01% Add +19.9% 812 $238K
Cetera Trust Company, N.A 0.14% Add +3.9% 810 $238K
Personal Cfo Solutions, LLC 0.04% Add +6.3% 809 $237K
Avantax Planning Partners, Inc. 0.01% Reduce -11.1% 809 $237K
Larson Financial Group LLC 0.01% Reduce -20.2% 808 $237K
Laffer Tengler Investments, Inc. 0.05% New 804 $236K
TRUE Private Wealth Advisors 0.03% Reduce -19.6% 804 $236K
Aprio Wealth Management, LLC 0.03% New 804 $236K
Alexander Randolph Advisory, Inc. 0.21% Reduce -0.9% 803 $236K
Wellington Shields & Co., LLC 0.07% No change 800 $235K
Excalibur Management Corp. 0.09% No change 798 $234K
Willow Creek Wealth Management Inc. 0.02% No change 789 $232K
Townsquare Capital LLC 0.02% Reduce -89.6% 788 $231K
Successful Portfolios LLC 0.14% No change 784 $230K
ING Groep NV 0.00% Reduce -96.2% 775 $227K
Richwood Investment Advisors, LLC 0.19% No change 774 $227K
Kathmere Capital Management, LLC 0.02% New 773 $227K
Arkansas Financial Group, Inc. 0.03% No change 766 $225K
First National Bank of Mount Dora, Trust Investment Services 0.05% Reduce -25.6% 766 $225K
Petix & Botte Co 0.06% No change 764 $224K
Strategic Blueprint, LLC 0.01% New 761 $223K
Graypoint LLC 0.01% Add +0.8% 757 $222K
Patton Fund Management, Inc. 0.05% New 757 $222K
Wedbush Securities Inc. 0.01% Reduce -15.8% 755 $222K
Forza Wealth Management, LLC 0.09% No change 750 $220K
FWL Investment Management, LLC 0.07% Add +3.2% 750 $220K
Helium Advisors LLC 0.14% Reduce -0.5% 749 $220K
M.E. Allison & Co., Inc. 0.18% No change 749 $220K
IRON Financial LLC 0.12% Reduce -0.4% 740 $217K
Payden & Rygel 0.02% No change 740 $217K
Western Wealth Management, LLC 0.01% Reduce -0.4% 730 $214K
Watts Gwilliam & Co., LLC 0.04% New 754 $214K
FinDec Wealth Services, Inc. 0.22% No change 729 $214K
DDFG, Inc 0.05% Reduce -1.1% 728 $214K
M&G PLC 0.00% Add +11.1% 729 $214K
Impact Investors, Inc 0.15% New 727 $213K
Allen Capital Group, LLC 0.02% New 722 $212K
Aspiriant, LLC 0.01% New 717 $210K
CIBC Private Wealth Group LLC 0.00% Reduce -17.7% 713 $209K
Wealth Alliance, LLC 0.02% Add +0.4% 711 $209K
L2 Asset Management, LLC 0.03% Add +5.2% 707 $207K
Intrua Financial, LLC 0.03% Reduce -1.3% 702 $206K
Renaissance Group LLC 0.01% Reduce -3.2% 702 $206K
Pingora Partners LLC 0.15% No change 700 $205K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -5.3% 699 $205K
Badgley Phelps Wealth Managers, LLC 0.00% New 697 $205K
Beverly Hills Private Wealth, LLC 0.04% Reduce -11.2% 691 $203K
PFG Advisors 0.01% Reduce -52.5% 691 $203K
Astoria Portfolio Advisors LLC. 0.06% Reduce -4.1% 705 $202K
Tiaa Trust, National Association 0.00% Add +0.1% 689 $202K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +11.9% 660 $194K
Dagco, Inc. 0.05% No change 651 $191K
Center for Financial Planning, Inc. 0.02% No change 636 $187K
S.A. Mason LLC 0.09% Reduce -19.4% 624 $183K
Essential Partners LLC 0.07% — 623 $183K
AdvisorNet Financial, Inc 0.01% Add +0.2% 620 $182K
Centaurus Financial, Inc. 0.01% No change 602 $177K
Smartleaf Asset Management LLC 0.01% Reduce -30.3% 567 $164K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +10.9% 551 $162K
Plante Moran Financial Advisors, LLC 0.01% No change 541 $159K
Cary Street Partners Financial LLC 0.00% Reduce -36.6% 535 $157K
CoreCap Advisors, LLC 0.01% Reduce -3.8% 531 $156K
Grove Bank & Trust 0.02% No change 530 $156K
Pinnacle Bancorp, Inc. 0.05% Add +6.0% 528 $155K
Global X Japan Co., Ltd. 0.02% Add +23.6% 514 $151K
TOWER TRUST & INVESTMENT Co 0.11% No change 506 $148K
Cromwell Holdings LLC 0.09% No change 487 $143K
Clearstead Advisors, LLC 0.00% Add +82.3% 483 $142K
Lanark Financial, Inc. 0.01% Add +6.2% 480 $140K
MUFG Securities EMEA plc 0.01% New 464 $136K
Sound Income Strategies, LLC 0.01% Reduce -41.5% 459 $135K
HM Payson & Co. 0.00% No change 456 $134K
Catalyst Capital Advisors LLC 0.00% Reduce -14.0% 453 $133K
Sentry Investment Management LLC 0.07% No change 454 $132K
Harbor Capital Advisors, Inc. 0.01% Add +74.6% 440 $129K
Ameritas Advisory Services, LLC 0.01% New 430 $126K
Covestor Ltd 0.07% Reduce -3.0% 427 $126K
Physician Wealth Advisors, Inc. 0.02% Add +1.4% 427 $125K
Ancora Advisors LLC 0.00% Add +2.7% 424 $124K
Farmers & Merchants Investments Inc. 0.00% Add +0.2% 419 $123K
Generali Asset Management SPA SGR 0.00% Reduce -89.8% 418 $123K
Rosenberg Matthew Hamilton 0.03% Add +9.5% 416 $122K
Silvant Capital Management LLC 0.00% No change 414 $121K
CYBER HORNET ETFs LLC 0.09% New 413 $121K
Hartford Financial Management Inc. 0.03% No change 412 $121K
Bayforest Capital Ltd 0.05% Add +20.9% 410 $120K
Pflug Koory, LLC 0.06% No change 397 $116K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -46.4% 374 $110K
City State Bank 0.03% No change 366 $107K
Hoertkorn Richard Charles 0.04% No change 357 $105K
Spire Wealth Management 0.00% Reduce -88.9% 354 $104K
Putney Financial Group LLC 0.10% Reduce -6.1% 353 $104K
Sherman Asset Management, Inc. 0.09% No change 338 $99K
Hanson & Doremus Investment Management 0.01% No change 339 $99K
Pacific Center for Financial Services 0.03% No change 336 $99K
Painted Porch Advisors LLC 0.04% Reduce -8.8% 333 $98K
Dynamic Wealth Strategies, LLC 0.07% Reduce -18.1% 325 $95K
Evermay Wealth Management LLC 0.01% Add +13.3% 324 $95K
JFS Wealth Advisors, LLC 0.01% No change 323 $95K
JNBA Financial Advisors 0.01% No change 321 $94K
Global Wealth Strategies & Associates 0.03% No change 317 $93K
Parkside Financial Bank & Trust 0.01% Add +8.0% 310 $91K
Intact Investment Management Inc. 0.00% Add +50.0% 300 $88K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -71.5% 297 $87K
Bank of New Hampshire 0.02% No change 290 $85K
Hazlett, Burt & Watson, Inc. 0.03% Add +1.1% 287 $84K
Deseret Mutual Benefit Administrators 0.04% No change 270 $79K
Bellevue Asset Management, LLC 0.04% No change 252 $74K
Scarborough Advisors, LLC 0.01% New 242 $71K
International Assets Investment Management, LLC 0.01% Reduce -0.3% 26,155 $71K
Boyd Watterson Asset Management LLC 0.02% No change 240 $70K
CENTRAL TRUST Co 0.00% No change 236 $69K
Parkworth Wealth Management, Inc. 0.05% Add +1.8% 231 $68K
Compass Financial Services Inc 0.03% No change 229 $67K
CVA Family Office, LLC 0.01% Reduce -6.3% 223 $65K
Financial Perspectives, Inc 0.02% Add +0.5% 221 $65K
Cary Street Partners Investment Advisory LLC 0.03% Add +3.8% 218 $64K
Perkins Coie Trust Co 0.01% No change 218 $64K
GHP Investment Advisors, Inc. 0.00% No change 213 $62K
True Wealth Design, LLC 0.02% Add +952.6% 200 $59K
Navigoe, LLC 0.04% No change 200 $58K
Harbor Investment Advisory, LLC 0.00% Add +384.6% 189 $55K
Bridge Generations Wealth Management LLC 0.03% No change 188 $55K
Towne Trust Company, N.A 0.02% No change 185 $54K
Capital Analysts, LLC 0.00% Add +0.6% 181 $53K
Salem Investment Counselors Inc. 0.00% Reduce -4.3% 179 $53K
IMA Advisory Services, Inc. 0.01% Add +0.6% 179 $53K
Puff Wealth Management, LLC 0.09% Add +2.3% 178 $52K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +8.5% 178 $52K
Capital Advisors, Ltd. LLC 0.01% Reduce -5.9% 176 $52K
Zions Bancorporation, National Association 0.00% Reduce -3.9% 172 $50K
Delta Asset Management LLC 0.00% Reduce -1.2% 168 $49K
SouthState Bank Corp 0.00% Add +209.4% 164 $48K
Tobam 0.02% No change 165 $48K
Rossby Financial, LCC 0.02% Add +5.2% 163 $48K
Winch Advisory Services, LLC 0.01% Add +1.3% 153 $45K
LRI Investments, LLC 0.00% No change 141 $41K
Toth Financial Advisory Corp. 0.00% No change 137 $40K
Parvin Asset Management, LLC 0.04% No change 128 $38K
Millstone Evans Group, LLC 0.03% No change 126 $37K
Opal Wealth Advisors, LLC 0.01% Add +1.6% 123 $36K
Tidemark, LLC 0.01% No change 121 $36K
ORG Partners LLC 0.01% Reduce -2.5% 119 $35K
Armstrong Advisory Group, Inc. 0.00% No change 118 $35K
Centerpoint Advisors, LLC 0.01% Add +0.9% 112 $33K
Summit Securities Group LLC 0.01% New 106 $31K
NewSquare Capital LLC 0.00% Add +60.6% 106 $31K
GW&K Investment Management, LLC 0.00% Add +22.1% 105 $31K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 100 $29K
Brown Brothers Harriman & Co. 0.00% Add +72.4% 100 $29K
Ameriflex Group, Inc. 0.02% Reduce -13.8% 100 $29K
Cypress Capital Management LLC (WY) 0.03% No change 96 $28K
Smithfield Trust Co 0.00% No change 92 $28K
Asset Dedication, LLC 0.00% Add +111.1% 95 $28K
Alpine Bank Wealth Management 0.00% Reduce -65.8% 92 $27K
Harbor Asset Planning, Inc. 0.02% — 86 $25K
TCTC Holdings, LLC 0.00% No change 86 $25K
Marshall & Sullivan Inc. 0.01% New 84 $25K
MV Capital Management, Inc. 0.00% Reduce -10.9% 82 $24K
Keystone Global Partners, LLC 0.01% No change 79 $23K
Cornerstone Planning Group LLC 0.00% Add +1.3% 78 $22K
Park Place Capital Corp 0.00% No change 69 $21K
McIlrath & Eck, LLC 0.00% No change 68 $20K
Atlantic Union Bankshares Corp 0.00% New 68 $20K
Hilltop National Bank 0.01% — 65 $19K
Wellington Shields Capital Management, LLC 0.00% No change 65 $19K
Leonteq Securities AG 0.00% Reduce -43.8% 63 $18K
Briaud Financial Planning Inc 0.01% New 64 $18K
Friedenthal Financial 0.01% New 61 $18K
Addison Advisors LLC 0.00% Add +87.5% 60 $18K
CoreFirst Bank & Trust 0.01% New 60 $18K
West Branch Capital LLC 0.00% No change 57 $17K
Crewe Advisors LLC 0.00% Add +14.0% 57 $17K
Golden State Wealth Management, LLC 0.00% Add +86.7% 56 $17K
Bell Investment Advisors, Inc 0.00% Add +3.8% 55 $16K
Activest Wealth Management 0.00% Add +26.2% 53 $16K
Aspect Partners, LLC 0.01% Add +271.4% 52 $15K
Heritage Wealth Advisors 0.00% Add +2.0% 51 $15K
Caldwell Trust Co 0.00% No change 50 $15K
Beacon Capital Management, LLC 0.00% Reduce -27.3% 48 $14K
Centricity Wealth Management, LLC 0.01% No change 48 $14K
Bruce G. Allen Investments, LLC 0.01% Reduce -14.3% 48 $14K
Avion Wealth 0.00% Add +104.3% 47 $13K
DecisionPoint Financial, LLC 0.00% Add +5.1% 41 $12K
Park Square Financial Group, LLC 0.01% No change 40 $12K
Glen Eagle Advisors, LLC 0.00% Add +233.3% 40 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 41 $12K
Atwood & Palmer Inc. 0.00% New 39 $11K
WFA of San Diego, LLC 0.01% — 38 $11K
Rialto Wealth Management, LLC 0.00% No change 38 $11K
Fortitude Family Office, LLC 0.00% No change 37 $11K
Pineridge Advisors LLC 0.00% No change 35 $10K
Financial Avengers, Inc. 0.00% No change 35 $10K
Valley National Advisers Inc. 0.00% Reduce -35.2% 35 $10K
Howard Hughes Medical Institute 0.00% New 34 $10K
Solstein Capital, LLC 0.01% New 33 $10K
Financial Management Professionals, Inc. 0.00% Reduce -13.9% 31 $9K
GPS Wealth Strategies Group, LLC 0.00% No change 30 $9K
Washington Trust Advisors, Inc. 0.00% Add +66.7% 30 $9K
Dogwood Wealth Management LLC 0.00% Add +200.0% 30 $9K
1620 Investment Advisors, Inc. 0.01% No change 29 $9K
Trust Co 0.00% Reduce -30.0% 28 $8K
HHM Wealth Advisors, LLC 0.00% No change 27 $8K
Manitou Investment Management Ltd. 0.00% No change 27 $8K
NBT Bank, N.A. 0.00% No change 27 $8K
Sachetta, LLC 0.00% Add +18.2% 26 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $7K
Ogorek Anthony Joseph /NY/ 0.00% No change 24 $7K
Hemington Wealth Management 0.00% Reduce -4.0% 24 $7K
High Note Wealth, LLC 0.00% Reduce -4.2% 23 $7K
Bare Financial Services, Inc 0.00% Add +340.0% 22 $6K
SOA Wealth Advisors, LLC. 0.00% New 22 $6K
Barnes Dennig Private Wealth Management LLC 0.01% Reduce -25.0% 21 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 21 $6K
Clearstead Trust, LLC 0.00% Add +81.8% 20 $6K
DT Investment Partners, LLC 0.00% No change 20 $6K
SWAN Capital LLC 0.00% New 20 $6K
North Star Investment Management Corp. 0.00% No change 20 $6K
Bogart Wealth, LLC 0.00% Reduce -23.1% 20 $6K
Alerus Financial NA 0.00% New 19 $6K
Elevation Point Wealth Partners, LLC 0.00% New 19 $6K
Silicon Valley Capital Partners 0.00% New 18 $5K
Highline Wealth Partners LLC 0.00% Reduce -18.2% 18 $5K
IMG Wealth Management, Inc. 0.00% New 18 $5K
Main Street Group, LTD 0.00% New 17 $5K
Wolff Wiese Magana LLC 0.00% Reduce -60.5% 17 $5K
Raffa Wealth Management, LLC 0.00% No change 17 $5K
Anchor Investment Management, LLC 0.00% No change 17 $5K
Abound Wealth Management 0.00% Reduce -15.8% 16 $5K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 15 $4K
Investment Management Corp. /Va/ 0.00% No change 15 $4K
Sierra Ocean, LLC 0.00% Reduce -70.5% 13 $4K
Dunhill Financial, LLC 0.00% Reduce -43.5% 13 $4K
WealthTrak Capital Management LLC 0.00% Add +18.2% 13 $4K
Red Tortoise LLC 0.00% No change 13 $4K
Hughes Financial Services, LLC 0.00% Add +20.0% 12 $3K
Minot DeBlois Advisors LLC 0.00% No change 10 $3K
Fortis Group Advisors, LLC 0.00% No change 10 $3K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
Legacy Bridge, LLC 0.00% No change 8 $2K
TFC Financial Management, Inc. 0.00% Reduce -11.1% 8 $2K
Clark Wealth Partners 0.00% No change 8 $2K
Atlas Capital Advisors Inc. 0.00% No change 8 $2K
Nova Wealth Management, Inc. 0.00% New 8 $2K
Kilter Group LLC 0.00% New 6 $2K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -80.0% 6 $2K
Stephens Consulting, LLC 0.00% New 5 $1K
Albion Financial Group 0.00% No change 5 $1K
Principia Wealth Advisory, LLC 0.00% Add +150.0% 5 $1K
Core Alternative Capital 0.00% No change 5 $1K
Tortoise Investment Management, LLC 0.00% New 5 $1K
Financial Network Wealth Advisors LLC 0.00% No change 4 $1K
Signature Resources Capital Management, LLC 0.00% New 4 $1K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Nvwm, LLC 0.00% No change 4 $1K
Iron Horse Wealth Management, LLC 0.00% No change 4 $1K
Key Financial Inc 0.00% No change 4 $1K
NFSG Corp 0.00% New 4 $1K
Winthrop Capital Management, LLC 0.00% No change 4 $1K
Strengthening Families & Communities, LLC 0.00% New 3 $889
Valued Wealth Advisors LLC 0.00% No change 3 $881
American Capital Advisory, LLC 0.00% Add +50.0% 3 $881
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $881
Whipplewood Advisors, LLC 0.00% Reduce -98.2% 3 $880
Sittner & Nelson, LLC 0.00% No change 3 $880
Anfield Capital Management, LLC 0.00% New 3 $880
Proathlete Wealth Management LLC 0.00% New 3 $880
Total Investment Management Inc. 0.00% New 3 $880
Copia Wealth Management 0.00% No change 2 $587
Binnacle Investments Inc 0.00% No change 2 $587
GFG Capital, LLC 0.00% New 2 $587
Quaker Wealth Management, LLC 0.00% — 2 $587
Strategic Wealth Partners, Ltd. 0.00% — 2 $587
Horizon Financial Services, LLC 0.00% No change 1 $293
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 1 $293
Aventura Private Wealth, LLC 0.00% No change 1 $293
Private Wealth Asset Management, LLC 0.00% Reduce -83.3% 1 $293

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