Public StoragePSA

13F holders, Q3 2025 (September 30)
1,123holders −24
94new positions
112sold out
8famous investors
$288.74avg. 13F price*

At the end of Q3 2025, 1,123 institutions reported holding Public Storage (PSA) in their 13F filings, down 24 from Q2 2025. 94 opened new positions and 112 sold out. The largest holders were Vanguard Group Inc. ($6.7B), BlackRock, Inc. ($4.8B) and State Street Corp. ($3.1B). 8 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions94$63.6M
Exits112$122.7M

All 13F filers, Q2 2025 → Q3 2025: 7,284,795 shares bought and 7,796,589 shares sold, net −511,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,123 holders

Vanguard Group Inc. 0.10% Add +10.8% 23,068,701 $6.7B
BlackRock, Inc. 0.08% Reduce -0.3% 16,564,780 $4.8B
State Street Corp. 0.11% Reduce -0.1% 10,607,789 $3.1B
FMR LLC 0.07% Reduce -7.6% 4,647,623 $1.3B
Geode Capital Management, LLC 0.07% Add +1.6% 4,022,698 $1.2B
Cohen & Steers, Inc. 1.91% Reduce -18.8% 3,653,741 $1.1B
T. Rowe Price Associates Inc. 0.10% Reduce -26.1% 3,350,067 $967.7M
JPMorgan Chase & Co. 0.06% Add +5.6% 3,334,488 $963.2M
Charles Schwab Investment Management Inc. 0.14% Add +1.8% 2,975,908 $859.6M
Wellington Management Group LLP 0.14% Reduce -5.9% 2,757,222 $796.4M
Northern Trust Corp. 0.09% Add +0.0% 2,406,296 $695.1M
APG Asset Management US Inc. 4.68% Add +0.7% 2,184,979 $635.1M
Dimensional Fund Advisors LP 0.14% Add +2.3% 2,194,212 $633.8M
Barrow Hanley Mewhinney & Strauss LLC 1.79% Add +5.2% 1,940,574 $560.5M
Legal & General Group Plc 0.12% Reduce -5.6% 1,867,863 $539.5M
Morgan Stanley 0.03% Add +0.6% 1,743,871 $503.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -15.9% 1,620,272 $468.0M
Goldman Sachs Group Inc. 0.06% Add +13.3% 1,550,022 $447.7M
Ameriprise Financial Inc. 0.08% Add +0.5% 1,241,387 $355.7M
Centersquare Investment Management LLC 3.33% Add +38.0% 1,145,607 $330.9M
Clearbridge Investments, LLC 0.25% Add +6.1% 1,145,571 $330.9M
Bank of New York Mellon Corp 0.05% Reduce -3.0% 1,053,368 $304.3M
Invesco Ltd. 0.05% Reduce -4.9% 1,013,220 $292.7M
Bank of America Corp. 0.02% Add +15.7% 984,082 $284.3M
AQR Capital Management 0.18% Add +69.0% 977,948 $281.4M
Royal Bank of Canada 0.05% Add +10.9% 951,383 $274.8M
Nuveen, LLC 0.07% Reduce -1.2% 944,540 $272.8M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +12.4% 872,843 $252.1M
Massachusetts Financial Services Co. 0.08% Reduce -1.8% 855,805 $247.2M
Canada Pension Plan Investment Board 0.17% Add +17.5% 838,189 $242.1M
Amundi 0.07% Add +21.9% 784,344 $228.1M
UBS Group AG 0.04% Add +73.5% 758,423 $219.1M
Daiwa Securities Group Inc. 0.71% Reduce -18.0% 727,662 $210.2M
Neuberger Berman Group LLC 0.15% Reduce -0.7% 705,519 $203.8M
Montrusco Bolton Investments Inc. 2.32% Reduce -7.6% 711,333 $199.7M
Barclays PLC 0.07% Add +93.8% 602,959 $174.2M
Russell Investments Group, Ltd. 0.20% Reduce -41.2% 594,494 $171.7M
American Century Companies Inc. 0.08% Reduce -16.1% 559,784 $161.7M
HSBC Holdings PLC 0.09% Reduce -2.1% 529,924 $152.9M
Duff & Phelps Investment Management Co. 1.67% Reduce -0.5% 508,821 $147.0M
California Public Employees Retirement System 0.09% Reduce -17.0% 507,859 $146.7M
Macquarie Group Ltd. 0.17% Add +19.5% 503,570 $145.5M
Lasalle Investment Management Securities LLC 5.70% Add +27.6% 502,173 $145.1M
CANADA LIFE ASSURANCE Co 0.20% Add +3.6% 492,252 $142.0M
Deutsche Bank AG 0.05% Reduce -72.5% 478,302 $138.2M
Prudential Financial Inc. 0.16% Reduce -9.9% 462,444 $133.6M
Swiss National Bank 0.08% Reduce -4.8% 455,100 $131.5M
Capital International Investors 0.02% Add +1.1% 448,785 $129.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +4.2% 433,462 $125.2M
Wells Fargo & Company 0.02% Add +7.3% 421,690 $121.8M
Aew Capital Management L P 6.63% Add +0.1% 412,340 $119.1M
Alliancebernstein L.P. 0.04% Reduce -19.7% 408,129 $117.9M
1832 Asset Management L.P. 0.19% Reduce -0.0% 388,994 $112.4M
HighTower Advisors, LLC 0.12% Add +0.5% 369,203 $106.6M
Caisse de depot et placement du Quebec 0.18% Reduce -0.4% 353,659 $102.2M
Aberdeen Group plc 0.16% Reduce -3.9% 346,180 $99.9M
Citadel Advisors 0.08% Add +317.1% 340,226 $98.3M
Rhumbline Advisers 0.08% Reduce -4.7% 332,313 $96.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.60% No change 321,371 $92.8M
BNP Paribas Financial Markets 0.07% Add +92.3% 319,289 $92.2M
Public Employees Retirement System of Ohio 0.28% Reduce -1.9% 305,382 $88.2M
Asset Management One Co., Ltd. 0.25% Reduce -1.0% 303,341 $87.6M
Sei Investments Co. 0.09% Reduce -18.3% 302,468 $87.4M
Schroder Investment Management Group 0.07% Reduce -3.1% 302,688 $87.3M
Nomura Asset Management Co. Ltd. 0.21% Add +1.4% 280,057 $80.9M
Allspring Global Investments Holdings, LLC 0.12% Add +7.2% 263,286 $76.5M
California State Teachers Retirement System 0.08% Add +1.5% 263,733 $76.2M
National Pension Service 0.06% Add +4.2% 255,300 $73.7M
Janus Henderson Group PLC 0.03% Add +0.3% 247,801 $71.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% Reduce -28.1% 237,432 $68.6M
Adelante Capital Management LLC 4.54% Reduce -4.0% 235,117 $67.9M
Citigroup Inc. 0.05% Reduce -1.9% 234,211 $67.7M
Principal Financial Group Inc. 0.03% Reduce -2.1% 233,558 $67.5M
Worldquant Millennium Advisors LLC 0.29% Add +348.5% 231,070 $66.7M
Capital World Investors 0.01% No change 225,000 $65.0M
Arrowstreet Capital, Limited Partnership 0.04% Add +42.5% 219,283 $63.3M
Allianz Asset Management GmbH 0.08% Reduce -2.5% 218,080 $63.0M
Millennium Management 0.05% Add +62.6% 207,741 $60.0M
Bank Julius Baer & Co. Ltd, Zurich 0.17% Reduce -32.1% 204,581 $59.1M
Raymond James Financial Inc. 0.02% Add +4.0% 203,153 $58.7M
New York State Common Retirement Fund 0.07% Reduce -6.4% 191,309 $55.3M
First Trust Advisors LP 0.04% Add +5.7% 186,123 $53.8M
Qube Research & Technologies Ltd 0.07% Reduce -30.9% 181,949 $52.6M
TD Asset Management Inc 0.04% Reduce -7.6% 179,443 $51.8M
Envestnet Asset Management Inc. 0.01% Add +1.3% 170,072 $49.1M
Swedbank AB 0.05% Reduce -1.8% 168,226 $48.6M
Wealth Enhancement Advisory Services, LLC 0.07% Add +108.8% 161,210 $47.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +3.4% 151,457 $43.7M
Employees Retirement System of Texas 0.41% Add +120.7% 150,250 $43.4M
State Board of Administration of Florida Retirement System 0.07% Reduce -6.0% 141,135 $40.8M
Artisan Partners Limited Partnership 0.06% Reduce -6.9% 140,181 $40.5M
Heitman Real Estate Securities LLC 2.69% Add +11.4% 136,080 $39.3M
Great Lakes Advisors, LLC 0.32% Reduce -1.3% 133,744 $38.6M
CI Investments Inc. 0.14% Add +15.1% 133,659 $38.6M
Perpetual Ltd 0.47% Reduce -3.0% 132,425 $38.3M
KBC Group NV 0.09% Reduce -8.0% 129,005 $37.3M
Aviva PLC 0.07% Add +6.3% 125,570 $36.3M
DekaBank Deutsche Girozentrale 0.06% No change 127,404 $36.2M
Retirement Systems of Alabama 0.12% Reduce -0.2% 123,553 $35.7M
LPL Financial LLC 0.01% Add +10.3% 119,065 $34.4M
Bank of Montreal 0.01% Add +5.6% 118,209 $34.1M
New York State Teachers Retirement System 0.07% Reduce -0.5% 116,564 $33.7M
Quantinno Capital Management LP 0.09% Add +103.3% 115,455 $33.3M
CIBC Asset Management Inc 0.10% Reduce -0.1% 113,610 $32.8M
Carnegie Investment Counsel 0.61% Add +23.0% 112,769 $32.6M
Van Eck Associates Corp. 0.03% Add +7.3% 111,274 $32.1M
PGGM Investments 0.52% Reduce -14.8% 110,593 $31.9M
STRS Ohio 0.11% Reduce -9.7% 104,696 $30.2M
Westwood Holdings Group Inc. 0.22% Reduce -0.8% 104,172 $30.1M
State of New Jersey Common Pension Fund D 0.11% Add +0.7% 104,151 $30.1M
Cerity Partners LLC 0.05% Add +6.0% 102,431 $29.6M
Lansforsakringar Fondforvaltning AB (publ) 0.15% Reduce -11.1% 101,385 $29.3M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.4% 99,140 $28.6M
Toronto Dominion Bank 0.05% Reduce -0.9% 94,914 $27.4M
Resona Asset Management Co.,Ltd. 0.13% Add +6.6% 94,990 $27.4M
State of Alaska, Department of Revenue 0.28% Reduce -0.7% 94,324 $27.2M
State of Tennessee, Department of Treasury 0.09% Add +3.8% 93,470 $27.0M
Two Sigma Investments, LP 0.04% Add +107.7% 93,148 $26.9M
Storebrand Asset Management As 0.07% Add +1.3% 92,709 $26.8M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -56.3% 90,785 $26.2M
Federated Hermes, Inc. 0.05% Reduce -21.7% 90,277 $26.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -0.2% 89,735 $25.9M
Heartland Advisors Inc. 1.35% Reduce -3.2% 88,606 $25.6M
Renaissance Technologies 0.03% Reduce -12.4% 87,234 $25.2M
Cibc World Market Inc. 0.05% Add +30.8% 86,952 $25.1M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -3.2% 86,848 $25.1M
Natixis 0.13% Add +19.7% 85,261 $24.6M
State of Wisconsin Investment Board 0.06% Reduce -1.2% 84,531 $24.4M
Flputnam Investment Management Co. 0.35% Reduce -3.0% 80,754 $23.3M
Stifel Financial Corp. 0.02% Add +1.8% 79,602 $23.0M
Marshall Wace, LLP 0.02% Add +76.8% 77,861 $22.5M
Victory Capital Management Inc. 0.01% Reduce -12.3% 77,651 $22.4M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -19.0% 75,929 $21.9M
APG Asset Management N.V. 0.06% No change 88,400 $21.7M
Soapstone Management L.P. 14.71% Add +15.4% 75,000 $21.7M
Pacer Advisors, Inc. 0.06% Reduce -12.2% 73,833 $21.3M
GC Wealth Management RIA, LLC 0.69% Add +191.9% 72,957 $21.1M
Uniplan Investment Counsel, Inc. 2.10% Add +0.8% 71,458 $20.6M
Treasurer of the State of North Carolina 0.06% Reduce -3.8% 71,011 $20.5M
Janney Montgomery Scott LLC 0.05% Add +2.0% 70,252 $20.3M
National Bank of Canada 0.02% Reduce -36.4% 70,196 $20.3M
Danske Bank A/S 0.05% Reduce -5.9% 69,805 $20.2M
Pictet Asset Management Holding SA 0.02% Reduce -3.8% 69,700 $20.1M
Handelsbanken Fonder AB 0.06% Reduce -4.9% 69,468 $20.1M
Ieq Capital, LLC 0.06% Add +44.1% 69,462 $20.1M
Royal London Asset Management Ltd. 0.04% Reduce -3.5% 69,240 $20.0M
Natixis Advisors, LLC 0.03% Reduce -19.9% 69,108 $20.0M
Susquehanna International Group, LLP 0.03% Add +181.2% 67,193 $19.4M
Cetera Investment Advisers 0.02% Add +34.3% 65,394 $18.9M
KLP Kapitalforvaltning As 0.07% No change 63,514 $18.3M
Nisa Investment Advisors, LLC 0.07% Reduce -9.4% 63,401 $18.3M
CIBC Bancorp USA Inc. 0.11% — 63,286 $18.3M
Teacher Retirement System of Texas 0.07% Add +19.2% 62,973 $18.2M
Weil Company, Inc. 4.33% Reduce 0.0% 62,242 $18.0M
Ensign Peak Advisors, Inc 0.03% Reduce -7.8% 62,013 $17.9M
Nan Shan Life Insurance Co., Ltd. 0.38% No change 61,489 $17.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -19.8% 61,333 $17.7M
Corient Private Wealth LP 0.03% Reduce -0.7% 60,642 $17.5M
UniSuper Management Pty Ltd 0.11% Add +4.1% 60,407 $17.4M
Los Angeles Capital Management LLC 0.06% Add +1.7% 58,486 $16.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +1.2% 57,315 $16.6M
Rathbones Group PLC 0.07% Add +1.9% 57,138 $16.5M
CBRE Investment Management Listed Real Assets LLC 0.24% Reduce -77.5% 57,051 $16.5M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -46.3% 56,494 $16.3M
Cwm, LLC 0.05% Reduce -42.8% 56,410 $16.3M
IFM Investors Pty Ltd 0.14% Add +1.0% 56,738 $16.2M
Korea Investment CORP 0.03% Reduce -43.7% 56,040 $16.2M
Public Sector Pension Investment Board 0.06% Add +71.7% 55,821 $16.1M
Masterton Capital Management, LP 8.68% New 54,842 $15.8M
Franklin Resources Inc. 0.00% Reduce -21.6% 54,716 $15.8M
Andra AP-fonden 0.20% Reduce -42.8% 54,200 $15.7M
Freestone Grove Partners LP 0.11% Add +160.6% 52,952 $15.3M
Commerce Bank 0.08% Reduce -0.7% 52,734 $15.2M
Fifth Third Bancorp 0.05% Reduce -1.9% 50,411 $14.6M
Osaic Holdings, Inc. 0.02% Add +8.5% 48,442 $14.2M
FIL Ltd 0.01% Add +47.2% 47,742 $13.8M
Credit Agricole S A 0.04% — 46,795 $13.5M
Gotham Asset Management 0.06% Reduce -5.0% 46,302 $13.4M
Arizona State Retirement System 0.07% Reduce -0.1% 46,112 $13.3M
Mariner, LLC 0.02% Add +12.7% 45,923 $13.3M
State of Michigan Retirement System 0.06% Reduce -0.7% 45,721 $13.2M
Edge Wealth Management LLC 2.29% Reduce -0.1% 44,670 $12.9M
Davis Selected Advisers 0.07% Add +10.4% 44,610 $12.9M
MetLife Investment Management, LLC 0.06% Reduce -2.4% 44,586 $12.9M
Chilton Capital Management LLC 0.43% Reduce -0.7% 44,262 $12.8M
Nissay Asset Management Corp. /Japan 0.07% Reduce -0.4% 43,300 $12.5M
CWA Asset Management Group, LLC 0.46% Reduce -4.0% 42,730 $12.3M
Holocene Advisors, LP 0.03% Add +159.9% 42,574 $12.3M
Isthmus Partners, LLC 1.45% Add +1.5% 42,563 $12.3M
Man Group plc 0.02% Add +465.8% 41,784 $12.1M
Commonwealth Equity Services, LLC 0.02% Reduce -13.5% 41,596 $12.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +131.2% 41,329 $11.9M
Mercer Global Advisors Inc. 0.02% Add +10.8% 41,306 $11.9M
Jones Financial Companies LLLP 0.01% Add +19.9% 41,094 $11.8M
Metis Global Partners, LLC 0.28% Add +27.6% 40,657 $11.7M
Czech National Bank 0.08% Add +3.9% 40,106 $11.6M
Van Lanschot Kempen Investment Management N.V. 0.10% Reduce -8.5% 38,543 $11.1M
US Bancorp \de 0.01% Reduce -20.0% 37,731 $10.9M
B&I Capital AG 3.72% Reduce -0.1% 37,215 $10.7M
Capital Investment Advisors, LLC 0.18% Add +7.8% 37,030 $10.7M
Sophron Capital Management L.P. 3.23% Add +13.4% 36,269 $10.5M
Equitable Trust Co. 0.48% Reduce -16.9% 36,040 $10.4M
Waverly Advisors, LLC 0.10% Add +1.9% 34,936 $10.1M
Cullen/Frost Bankers, Inc. 0.12% Add +4.1% 34,865 $10.1M
Aptus Capital Advisors, LLC 0.09% Add +3.1% 34,606 $10.0M
Swiss Life Asset Management Ltd 0.05% Add +16.0% 34,448 $10.0M
Camden National Bank 1.39% Reduce -0.3% 34,443 $9.9M
Forsta Ap-Fonden 0.06% Add +9.0% 33,800 $9.8M
Calamos Advisors LLC 0.06% No change 33,243 $9.6M
Varma Mutual Pension Insurance Co 0.06% Add +8.5% 33,098 $9.6M
Kestra Advisory Services, LLC 0.04% Add +1.8% 32,775 $9.5M
ProShare Advisors LLC 0.02% Add +0.3% 32,667 $9.4M
Guggenheim Capital LLC 0.07% Add +0.5% 32,227 $9.3M
Amalgamated Bank 0.07% Reduce -1.5% 31,998 $9.2M
New Age Alpha Advisors, LLC 0.39% Reduce -1.0% 31,691 $9.2M
Thrivent Financial for Lutherans 0.02% Reduce -3.8% 31,650 $9.1M
Fiduciary Trust Co 0.10% Reduce -2.9% 31,530 $9.1M
Nordea Investment Management AB 0.01% Add +6.7% 31,707 $9.1M
DNB Asset Management AS 0.03% Add +3.3% 31,252 $9.0M
O'shaughnessy Asset Management, LLC 0.05% Reduce -5.8% 30,011 $8.7M
USS Investment Management Ltd 0.04% No change 29,949 $8.7M
Seven Post Investment Office LP 3.10% Add +1.0% 29,821 $8.6M
Stephens Inc. 0.11% Add +1.8% 29,605 $8.6M
Old National Bancorp 0.15% Add +41.0% 29,599 $8.5M
NEOS Investment Management LLC 0.06% Add +74.4% 28,922 $8.4M
UMB Bank, n.a. 0.12% Add +0.3% 28,839 $8.3M
Edgemoor Investment Advisors, Inc. 0.64% Add +1.0% 28,496 $8.2M
Balyasny Asset Management L.P. 0.02% New 27,800 $8.0M
&partners 0.05% Add +14.2% 27,277 $7.9M
Sheets Smith Wealth Management 0.89% Reduce -3.0% 27,344 $7.9M
Creative Planning 0.01% Add +8.2% 27,175 $7.8M
Erste Asset Management GmbH 0.08% Reduce -2.5% 27,200 $7.8M
Columbus Macro, LLC 0.89% Add +10.1% 27,048 $7.8M
Voya Investment Management LLC 0.01% Reduce -18.0% 26,756 $7.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +12.9% 26,750 $7.7M
Hudson Bay Capital Management LP 0.05% Reduce -1.0% 26,510 $7.7M
Edgestream Partners, L.P. 0.22% Add +3.7% 26,442 $7.6M
Clifford Swan Investment Counsel LLC 0.25% No change 26,305 $7.6M
Utah Retirement Systems 0.07% Add +0.1% 26,060 $7.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +6.0% 25,852 $7.5M
Franklin, Parlapiano, Turner & Welch, LLC 1.88% Reduce -1.5% 25,745 $7.4M
GAM Holding AG 0.46% Add +3.6% 25,742 $7.4M
Rothschild Investment LLC 0.42% Add +5.3% 25,488 $7.4M
Intech Investment Management LLC 0.07% Add +232.8% 25,471 $7.4M
Police & Firemen's Retirement System of New Jersey 0.06% Add +5.5% 25,430 $7.3M
Xponance LLC 0.06% Reduce -2.8% 24,995 $7.2M
Tompkins Financial Corp. 0.60% Reduce -0.3% 24,716 $7.1M
Baird Financial Group, Inc. 0.01% Reduce -6.1% 23,865 $6.9M
Yousif Capital Management, LLC 0.07% Reduce -3.0% 23,657 $6.8M
Sit Investment Associates Inc. 0.14% Reduce -1.9% 23,165 $6.7M
Bank of Nova Scotia 0.01% Add +26.9% 23,157 $6.7M
New York Life Investment Management LLC 0.06% Reduce -2.6% 23,012 $6.6M
Truist Financial Corp. 0.01% Reduce -0.1% 22,805 $6.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -8.7% 22,692 $6.6M
Eastover Investment Advisors LLC 2.76% Reduce -3.0% 21,996 $6.4M
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 21,683 $6.3M
Pensionfund PDN 3.93% Add +1.9% 20,989 $6.1M
Rafferty Asset Management, LLC 0.02% Add +4.8% 20,968 $6.1M
Rockefeller Capital Management L.P. 0.01% Reduce -7.4% 20,967 $6.1M
Meritage Portfolio Management 0.39% Reduce -9.6% 20,373 $5.9M
Public Employees Retirement Association of Colorado 0.02% Reduce -2.2% 20,136 $5.8M
Ellsworth Advisors, LLC 1.24% Add +1.3% 19,249 $5.8M
Jefferies Financial Group Inc. 0.05% Add +25.0% 20,007 $5.8M
Asset Planning Services Inc. /La/ 2.38% Reduce -0.1% 19,538 $5.6M
MainStreet Investment Advisors LLC 0.75% Reduce -3.9% 19,389 $5.6M
Horizon Investments, LLC 0.07% Add +42.6% 19,331 $5.6M
Focus Partners Wealth 0.01% Add +4.0% 19,281 $5.6M
Advocate Group LLC 0.90% Add +2.1% 18,912 $5.5M
Pring Turner Capital Group Inc. 3.31% Add +0.2% 18,788 $5.4M
NewEdge Advisors, LLC 0.02% Reduce -28.8% 18,626 $5.4M
Landscape Capital Management, L.L.C. 0.34% New 18,600 $5.4M
Mackenzie Financial Corp. 0.01% Reduce -69.1% 18,187 $5.3M
Oregon Public Employees Retirement Fund 0.07% Add +32.4% 18,045 $5.2M
Sequoia Financial Advisors, LLC 0.03% Add +3.0% 17,885 $5.2M
Te Ahumairangi Investment Management Ltd 0.87% Add +7.8% 17,751 $5.1M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -4.4% 17,332 $5.0M
Baker Ellis Asset Management LLC 0.62% Add +7.4% 17,311 $5.0M
Trajan Wealth LLC 0.21% Add +0.8% 17,146 $5.0M
Mutual of America Capital Management LLC 0.05% Reduce -5.5% 17,116 $4.9M
OP Asset Management Ltd 0.06% Add +2.4% 16,900 $4.9M
Vanguard Personalized Indexing Management, LLC 0.05% Add +5.6% 16,626 $4.8M
Norinchukin Bank, The 0.06% Add +1.0% 16,608 $4.8M
Siemens Fonds Invest GmbH 0.26% Add +8.3% 16,567 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.5% 16,510 $4.8M
Northwest Bancshares, Inc. 0.79% Add +7.1% 16,455 $4.8M
Sanctuary Advisors, LLC 0.03% Add +14.3% 16,362 $4.7M
MAI Capital Management 0.03% Add +3.9% 15,997 $4.6M
Nomura Holdings Inc. 0.02% New 15,604 $4.5M
Cape Cod Five Cents Savings Bank 0.41% No change 12,315 $4.5M
Captrust Financial Advisors 0.01% Add +27.1% 15,350 $4.4M
Vestcor Inc 0.13% Add +1.5% 15,263 $4.4M
Prudential PLC 0.03% Add +47.0% 15,259 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Add +13.6% 15,188 $4.4M
Brevan Howard Capital Management LP 0.06% Add +303.8% 15,142 $4.4M
Candriam S.C.A. 0.02% Reduce -0.3% 15,059 $4.3M
D.A. Davidson & Co. 0.03% Add +51.5% 15,009 $4.3M
Elo Mutual Pension Insurance Co 0.07% Add +36.2% 14,954 $4.3M
Colonial Trust Advisors 0.33% Add +0.8% 14,873 $4.3M
Knights of Columbus Asset Advisors LLC 0.25% Reduce -17.3% 14,847 $4.3M
Ethic Inc. 0.07% Reduce -5.4% 14,507 $4.2M
Hamilton Capital Partners Inc. 0.17% Add +32.7% 14,271 $4.1M
Dean Investment Associates, LLC 0.58% Reduce -2.0% 14,237 $4.1M
Advisors Asset Management, Inc. 0.07% Add +35.9% 14,158 $4.1M
Hantz Financial Services, Inc. 0.06% Add +13.1% 14,076 $4.1M
1834 Investment Advisors Co. 0.48% Add +27.1% 13,636 $3.9M
Riverview Capital Advisers, LLC 1.13% Reduce -4.6% 13,553 $3.9M
Mediolanum International Funds Ltd 0.04% Reduce -36.9% 13,523 $3.9M
Arax Advisory Partners 0.06% Add +1174.4% 13,470 $3.9M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -1.8% 13,383 $3.9M
SGL Investment Advisors, Inc. 1.61% Reduce -4.4% 13,785 $3.8M
Vinva Investment Management Ltd 0.07% Add +21.1% 13,210 $3.8M
Investment Management Corp of Ontario 0.06% Reduce -9.0% 13,120 $3.8M
Capital Fund Management S.A. 0.04% Reduce -72.0% 13,110 $3.8M
Naviter Wealth, LLC 0.43% Add +3.4% 12,747 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% No change 12,273 $3.5M
Azimuth Capital Investment Management LLC 0.13% Reduce -0.7% 12,245 $3.5M
Mgo One Seven LLC 0.08% Reduce -4.5% 12,227 $3.5M
Exencial Wealth Advisors, LLC 0.11% Add +6.3% 12,200 $3.5M
Avanza Fonder AB 0.09% Add +18.1% 12,162 $3.5M
Steward Partners Investment Advisory, LLC 0.02% Add +1.0% 12,107 $3.5M
Maverick Capital 0.05% Add +19.6% 12,013 $3.5M
MML Investors Services, LLC 0.01% Reduce -25.2% 11,914 $3.4M
Cornerstone Advisors, LLC 0.11% No change 11,900 $3.4M
Mizuho Securities USA LLC 0.07% Add +5.4% 11,501 $3.4M
Allworth Financial LP 0.01% Add +3.1% 11,648 $3.4M
First Nebraska Trust Co 0.30% No change 11,555 $3.3M
Arjuna Capital 0.83% Reduce -0.0% 11,531 $3.3M
Stiles Financial Services Inc 1.05% Add +11.1% 11,478 $3.3M
TCW Group Inc. 0.03% Reduce -35.8% 11,085 $3.2M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 11,000 $3.2M
Tidal Investments LLC 0.01% Add +5.9% 10,802 $3.1M
Gould Capital, LLC 1.93% Add +0.8% 10,796 $3.1M
Pathstone Holdings, LLC 0.01% Reduce -0.5% 10,735 $3.1M
Capital Investment Counsel, LLC 0.45% Add +3.2% 10,675 $3.1M
Algert Global LLC 0.05% Add +11.4% 10,656 $3.1M
Sigma Investment Counselors Inc. 0.16% Add +0.9% 10,572 $3.1M
Generali Investments, Management Co LLC 0.64% Reduce -7.7% 10,544 $3.0M
ING Groep NV 0.02% Add +1243.7% 10,414 $3.0M
Keybank National Association 0.01% Reduce -1.9% 10,322 $3.0M
Pensionfund Sabic 0.81% Reduce -3.7% 10,313 $3.0M
Merit Financial Group, LLC 0.03% Reduce -21.7% 10,299 $3.0M
Quantessence Capital LLC 0.93% New 10,175 $2.9M
Sarasin & Partners LLP 0.03% Reduce -68.9% 10,041 $2.9M
Walled Lake Planning & Wealth Management, LLC 0.95% Reduce -4.0% 9,991 $2.9M
Kentucky Retirement Systems 0.08% Reduce -2.1% 9,916 $2.9M
Dynamic Advisor Solutions LLC 0.08% Add +3.9% 9,906 $2.9M
LYNX Capital Group Ltd. 1.32% Add +0.8% 9,887 $2.9M
DoubleLine ETF Adviser LP 0.86% Add +6.3% 9,866 $2.8M
SG Americas Securities, LLC 0.01% Add +76.8% 9,765 $2.8M
XML Financial, LLC 0.23% Add +8.8% 9,736 $2.8M
Pure Financial Advisors, LLC 0.04% Reduce -2.7% 9,653 $2.8M
Engineers Gate Manager LP 0.03% Add +985.5% 9,259 $2.7M
Hartford Investment Management Co. 0.08% Reduce -2.9% 9,232 $2.7M
Two Sigma Advisers, LP 0.01% Add +475.0% 9,200 $2.7M
Beacon Pointe Advisors, LLC 0.02% Reduce -9.1% 9,185 $2.7M
Vident Advisory, LLC 0.03% Reduce -1.8% 9,176 $2.7M
Wealthfront Advisers LLC 0.01% Reduce -39.4% 9,159 $2.6M
Vanderbilt University 0.44% Add +103.1% 9,112 $2.6M
Aware Super Pty Ltd as trustee of Aware Super 0.04% No change 9,036 $2.6M
Systematic Alpha Investments, LLC 0.09% No change 9,030 $2.6M
Entropy Technologies, LP 0.19% New 9,004 $2.6M
Oppenheimer & Co. Inc. 0.03% Add +1.7% 8,992 $2.6M
Integrated Wealth Concepts LLC 0.02% Add +19.7% 8,894 $2.6M
Texas Yale Capital Corp. 0.08% Add +19.1% 8,806 $2.5M
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -82.3% 8,792 $2.5M
Squarepoint Ops LLC 0.01% Reduce -76.1% 8,783 $2.5M
BLI - Banque de Luxembourg Investments 0.07% Reduce -53.3% 8,500 $2.5M
Allstate Corp. 0.06% Add +278.0% 8,479 $2.4M
Graham Capital Management, L.P. 0.13% Reduce -50.2% 8,411 $2.4M
Sowell Financial Services LLC 0.09% Add +2.2% 8,394 $2.4M
Louisiana State Employees Retirement System 0.04% No change 8,300 $2.4M
Presima Securities ULC 0.66% Add +5.2% 8,268 $2.4M
Chatham Capital Group, Inc. 0.33% Reduce -20.8% 8,048 $2.3M
Kestra Private Wealth Services, LLC 0.03% Add +11.1% 7,989 $2.3M
Gulf International Bank (UK) Ltd 0.08% Reduce -1.5% 7,941 $2.3M
Spirit of America Management Corp. 0.46% No change 7,925 $2.3M
Oppenheimer Asset Management Inc. 0.03% Reduce -7.6% 7,906 $2.3M
Johnson Financial Group, Inc. 0.09% Reduce -11.6% 7,868 $2.3M
Canada Post Corp Registered Pension Plan 0.10% Reduce -19.5% 7,866 $2.3M
Maryland State Retirement & Pension System 0.05% Add +1.9% 7,822 $2.3M
Ostrum Asset Management 0.10% Reduce -32.8% 7,819 $2.3M
Werlinich Asset Management, LLC 1.11% Add +9.2% 7,755 $2.2M
Ontario Teachers Pension Plan Board 0.05% Reduce -63.3% 7,726 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +17.7% 7,713 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -7.9% 7,672 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -14.7% 7,656 $2.2M
Summit Trail Advisors, LLC 0.03% Add +54.5% 7,547 $2.2M
Crossmark Global Holdings, Inc. 0.03% Add +11.3% 7,455 $2.2M
Bell Bank 0.09% No change 7,406 $2.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.16% No change 7,350 $2.1M
Concurrent Investment Advisors, LLC 0.04% Add +7.8% 7,348 $2.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Reduce -3.4% 7,339 $2.1M
Columbia Bank 0.59% Add +10.0% 7,032 $2.1M
Bokf, NA 0.03% Add +19.5% 7,224 $2.1M
New Mexico Educational Retirement Board 0.06% Reduce -2.7% 7,165 $2.1M
Robeco Institutional Asset Management B.V. 0.00% Reduce -6.6% 7,139 $2.1M
Saturna Capital Corp. 0.03% Reduce -0.2% 7,123 $2.1M
AG2R La Mondiale Gestion D'actifs 0.10% No change 6,968 $2.0M
Midwest Professional Planners, LTD. 0.50% Reduce -1.5% 7,029 $2.0M
Banque Cantonale Vaudoise 0.08% Add +12.0% 6,980 $2.0M
Capital Management Associates, Inc 0.54% Reduce -9.9% 6,920 $2.0M
Bristlecone Advisors, LLC 0.17% Reduce -4.3% 6,846 $2.0M
Brown Advisory Inc. 0.00% Reduce -17.5% 6,805 $2.0M
E. Ohman J:or Asset Management AB 0.05% No change 6,800 $2.0M
Independent Advisor Alliance 0.05% Add +168.5% 6,783 $2.0M
Rowlandmiller & Partners.adv 0.38% Add +1.9% 6,738 $1.9M
Petredis Investment Advisors LLC 0.15% Reduce -3.8% 6,677 $1.9M
HGI Capital Management, LLC 5.28% Reduce -50.9% 6,654 $1.9M
Sawyer & Company, Inc 0.73% Add +17.6% 6,544 $1.9M
Commerzbank Aktiengesellschaft 0.04% No change 6,637 $1.9M
Regatta Capital Group, LLC 0.30% Add +4.2% 6,575 $1.9M
Colonial Trust Co / SC 0.26% Add +1.4% 6,567 $1.9M
GeoWealth Management, LLC 0.07% Reduce -3.4% 6,531 $1.9M
Allen Wealth Management, LLC 1.25% Reduce -0.4% 6,396 $1.8M
JGP Wealth Management, LLC 0.20% Reduce -3.7% 6,250 $1.8M
Moran Wealth Management, LLC 0.05% Reduce -2.0% 6,230 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +3.5% 6,185 $1.8M
JPL Wealth Management, LLC 0.42% Add +0.9% 6,095 $1.8M
Ritholtz Wealth Management 0.03% Reduce -28.7% 6,009 $1.7M
WD Rutherford LLC 0.74% Add +1.3% 6,007 $1.7M
Founders Financial Securities LLC 0.12% Add +15.7% 5,958 $1.7M
Ramirez Asset Management, Inc. 0.24% Add +12.1% 5,939 $1.7M
Harvest Portfolios Group Inc. 0.03% Add +2.5% 5,819 $1.7M
Plato Investment Management Ltd 0.11% No change 5,863 $1.7M
OMERS ADMINISTRATION Corp 0.01% No change 5,693 $1.6M
Empowered Funds, LLC 0.02% Add +52.4% 5,645 $1.6M
AXA Investment Managers S.A. 0.00% — 5,640 $1.6M
Hennion & Walsh Asset Management, Inc. 0.06% Add +0.9% 5,632 $1.6M
Generali Asset Management SPA SGR 0.03% Add +1246.9% 5,630 $1.6M
Columbia Asset Management 0.30% Add +6.6% 5,542 $1.6M
Morningstar Investment Management LLC 0.06% New 5,531 $1.6M
Private Advisor Group, LLC 0.01% Reduce -14.5% 5,515 $1.6M
Twin Tree Management, LP 0.07% New 5,487 $1.6M
Alaethes Wealth, LLC 0.45% Add +11.7% 5,463 $1.6M
Drucker Wealth 3.0, LLC 0.28% Add +98.4% 5,437 $1.6M
Creative Financial Designs Inc. 0.10% Add +20.1% 5,411 $1.6M
FORA Capital, LLC 0.27% Add +3.6% 5,377 $1.6M
Quadrant Capital Group LLC 0.05% Add +2.7% 5,275 $1.5M
Kornitzer Capital Management Inc. 0.03% No change 5,200 $1.5M
Azzad Asset Management Inc. 0.15% Add +2.7% 5,132 $1.5M
Clare Market Investments LLC 0.30% Add +21.1% 5,125 $1.5M
Atria Investments, Inc 0.02% Reduce -2.5% 5,066 $1.5M
First Manhattan Co. Llc. 0.00% Add +14.4% 5,040 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.1% 5,033 $1.5M
American Assets Capital Advisers, LLC 1.53% Add +19.0% 5,027 $1.5M
Westerkirk Capital Inc. 0.17% No change 5,016 $1.4M
Gifford Fong Associates 0.30% No change 5,000 $1.4M
J.W. Cole Advisors, Inc. 0.03% Add +57.5% 4,974 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +37.5% 4,961 $1.4M
ASR Vermogensbeheer N.V. 0.02% Add +1.0% 4,956 $1.4M
Pinebridge Investments, L.P. 0.01% Reduce -56.9% 4,887 $1.4M
Exchange Traded Concepts, LLC 0.01% Add +87.8% 4,850 $1.4M
Shell Asset Management Co. 0.14% Reduce -37.5% 4,841 $1.4M
Moloney Securities Asset Management, LLC 0.17% Reduce -1.4% 4,833 $1.4M
Brighton Jones LLC 0.03% Add +7.2% 4,802 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +2.0% 4,797 $1.4M
Gries Financial LLC 0.22% New 4,775 $1.4M
Bessemer Group Inc. 0.00% Reduce -2.5% 4,765 $1.4M
Union Bancaire Privee, UBP SA 0.02% No change 5,500 $1.4M
M&T Bank Corp 0.00% Reduce -76.5% 4,676 $1.4M
United Capital Financial Advisors, LLC 0.01% Reduce -1.4% 4,655 $1.3M
Apollon Wealth Management, LLC 0.02% Reduce -6.8% 4,619 $1.3M
DRW Securities, LLC 0.07% Add +124.5% 4,577 $1.3M
Arbor Capital Management Inc. 1.06% Add +5.5% 4,565 $1.3M
Verition Fund Management LLC 0.01% Reduce -92.9% 4,537 $1.3M
Hancock Whitney Corp. 0.02% Reduce -0.8% 4,530 $1.3M
Cascade Investment Advisors, Inc. 0.79% No change 4,509 $1.3M
Wolverine Trading, LLC 0.03% Add +22.9% 4,504 $1.3M
Bangor Savings Bank 0.11% Reduce -1.5% 4,421 $1.3M
Sage Capital Management, LLC 0.57% Add +0.8% 4,398 $1.3M
WBH Advisory Inc. 0.10% Reduce -0.1% 4,309 $1.2M
Rodgers Brothers Inc. 0.15% Reduce -6.5% 4,300 $1.2M
Meridian Wealth Management, LLC 0.05% Add +4.9% 4,290 $1.2M
Lindenwold Advisors, INC 0.58% Add +0.9% 4,275 $1.2M
Mufg Securities Americas Inc. 0.08% Add +21.7% 4,259 $1.2M
Dark Forest Capital Management LP 0.05% Add +21.1% 4,256 $1.2M
NorthRock Partners, LLC 0.02% Add +27.9% 4,237 $1.2M
Waddell & Associates, LLC 0.10% Add +8.2% 4,223 $1.2M
TD Waterhouse Canada Inc. 0.01% Add +18.8% 4,167 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -3.4% 4,156 $1.2M
ICW Investment Advisors LLC 0.44% Add +4.6% 4,149 $1.2M
Doliver Advisors, LP 0.31% Add +35.5% 4,090 $1.2M
Haverford Trust Co 0.01% No change 4,058 $1.2M
RB Capital Management, LLC 0.25% Reduce -0.9% 4,043 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -0.7% 4,033 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.06% Add +0.3% 4,016 $1.2M
HB Wealth Management, LLC 0.01% Add +9.1% 4,001 $1.2M
Lido Advisors, LLC 0.00% Add +0.1% 3,990 $1.2M
RD Lewis Holdings, Inc. 1.08% Add +7.0% 4,186 $1.2M
Synovus Financial Corp. 0.01% Add +1.1% 3,969 $1.1M
D. E. Shaw & Co. 0.00% New 3,966 $1.1M
Caprock Group, LLC 0.03% — 3,883 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -54.6% 3,855 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -3.4% 3,973 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -14.6% 3,810 $1.1M
Ascent Wealth Partners, LLC 0.13% Reduce -4.7% 3,773 $1.1M
Northwest & Ethical Investments L.P. 0.03% Reduce -87.1% 3,761 $1.1M
Diligent Investors, LLC 0.27% Reduce -22.4% 3,703 $1.1M
Paralel Advisors LLC 0.04% New 3,700 $1.1M
Thoroughbred Financial Services, LLC 0.07% Add +12.3% 3,659 $1.1M
Middleton & Co. Inc. 0.11% Reduce -16.1% 3,649 $1.1M
Syon Capital LLC 0.06% Add +61.0% 3,649 $1.1M
Segment Wealth Management, LLC 0.06% Reduce -32.0% 3,617 $1.0M
Montecito Bank & Trust 0.16% — 3,612 $1.0M
Mission Wealth Management, LP 0.02% Reduce -10.0% 3,605 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% No change 3,570 $1.0M
Whittier Trust Co. 0.01% Add +21.4% 3,497 $1.0M
Machina Capital S.A.S. 0.18% New 3,533 $1.0M
Global Wealth Management Investment Advisory, Inc. 0.17% Add +9.5% 3,521 $1.0M
Assetmark, Inc. 0.00% Reduce -27.6% 3,485 $1.0M
Rogco, LP 0.35% Reduce -6.0% 3,480 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -0.2% 3,465 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -22.6% 3,462 $1000K
W.H. Cornerstone Investments Inc. 0.61% Reduce -8.7% 3,445 $995K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +101.9% 3,433 $992K
Old Port Advisors 0.25% Reduce -23.0% 3,428 $990K
Naples Global Advisors, LLC 0.08% Add +12.9% 3,409 $985K
Assenagon Asset Management S.A. 0.00% Reduce -12.2% 3,349 $967K
Romano Brothers and Company 0.11% Add +0.1% 3,334 $963K
Cresset Asset Management, LLC 0.00% Add +4.5% 3,299 $953K
Cornerstone Planning Group LLC 0.15% Add +14992.3% 11,772 $951K
Centiva Capital, LP 0.09% Reduce -6.6% 3,275 $946K
Formidable Asset Management, LLC 0.15% Reduce -4.0% 3,257 $946K
Family Legacy, Inc. 0.29% Add +0.3% 3,263 $943K
Capital Advisory Group Advisory Services, LLC 0.29% Add +5.3% 3,260 $942K
Sumitomo Life Insurance Co. 0.03% Reduce -2.9% 3,260 $942K
Procyon Advisors, LLC 0.06% Reduce -17.8% 3,245 $937K
Hummer Financial Advisory Services Inc 0.68% No change 3,244 $937K
Benjamin Edwards Inc. 0.01% Reduce -71.6% 3,243 $937K
Stratos Wealth Partners, LTD. 0.01% Add +20.8% 3,207 $927K
IFP Advisors, Inc 0.02% Add +3.4% 3,207 $926K
Moneta Group Investment Advisors LLC 0.01% Add +5.4% 3,201 $925K
Pekin Hardy Strauss, Inc. 0.09% Reduce -3.6% 3,176 $917K
Global Retirement Partners, LLC 0.02% Add +13.3% 3,153 $911K
Marshall Financial Group, LLC 0.18% Add +4.3% 3,141 $907K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.3% 3,135 $906K
Donald L. Hagan, LLC 0.44% Reduce -3.5% 3,100 $895K
Pallas Capital Advisors LLC 0.03% Reduce -37.8% 3,085 $891K
Coldstream Capital Management Inc. 0.01% Add +49.0% 3,078 $889K
Ossiam 0.01% Reduce -24.9% 3,053 $882K
NorthCrest Asset Manangement, LLC 0.02% Add +169.7% 2,999 $880K
Sterling Investment Management, LLC 0.53% New 3,044 $879K
Meeder Advisory Services, Inc. 0.04% Reduce -15.8% 3,039 $878K
MUFG Securities EMEA plc 0.02% Add +551.3% 3,022 $873K
Sterling Investment Advisors, Ltd. 0.17% Reduce -0.8% 3,000 $867K
Weaver Capital Management LLC 0.19% Reduce -40.0% 2,984 $862K
J. Safra Sarasin Holding AG 0.01% Reduce -50.5% 2,959 $855K
Wealthspire Advisors, LLC 0.00% Reduce -7.6% 2,955 $854K
Great Valley Advisor Group, Inc. 0.02% Add +38.1% 2,943 $851K
Generation Capital Management LLC 0.61% Reduce -1.3% 2,928 $846K
Guidance Capital, Inc. 0.22% Add +8.2% 2,790 $843K
Farther Finance Advisors, LLC 0.01% Add +25.1% 2,917 $843K
Novem Group 0.10% Add +3.8% 2,906 $839K
Mutual Advisors, LLC 0.02% Reduce -15.3% 2,731 $837K
Avidian Wealth Enterprises, LLC 0.03% Add +3.0% 2,893 $836K
United Community Bank 0.26% Reduce -57.1% 2,869 $829K
Choreo, LLC 0.01% Add +4.7% 2,851 $823K
Conning Inc. 0.03% No change 2,830 $817K
Cape Ann Savings Bank 0.43% Add +1.4% 2,793 $807K
Pavion Blue Capital, LLC 0.34% No change 2,788 $805K
Absher Wealth Management, LLC 0.10% New 2,777 $802K
Impact Partnership Wealth, LLC 0.12% Add +8.7% 2,771 $800K
Hendershot Investments Inc. 0.10% Reduce -1.3% 2,765 $799K
Integrated Advisors Network LLC 0.03% Reduce -0.3% 2,745 $793K
Hartline Investment Corp./ 0.08% Reduce -6.5% 2,714 $784K
Silverlake Wealth Management LLC 0.19% Reduce -2.4% 2,700 $780K
Chicago Partners Investment Group LLC 0.02% Add +128.7% 2,612 $778K
MASTERINVEST Kapitalanlage GmbH 0.08% Reduce -3.6% 2,693 $778K
SPC Financial, Inc. 0.06% Add +4.0% 2,684 $775K
GF Fund Management Co. LTD. 0.01% Reduce -4.9% 2,649 $765K
DAVENPORT & Co LLC 0.00% Reduce -2.8% 2,632 $760K
2UniFi Bank 0.38% Reduce -8.2% 2,627 $759K
Flavin Financial Services, Inc. 0.54% Add +42.0% 2,621 $757K
Aster Capital Management (DIFC) Ltd 0.38% Add +777.1% 2,605 $752K
Savant Capital, LLC 0.00% Add +8.4% 2,601 $751K
Plimoth Trust Co. LLC 0.17% Reduce -3.7% 2,590 $748K
Glenmede Investment Management, LP 0.00% Reduce -0.6% 2,530 $731K
Mechanics Financial Corp 0.28% Add +2.4% 2,523 $729K
Halbert Hargrove Global Advisors, LLC 0.04% New 2,514 $726K
Penserra Capital Management LLC 0.01% Add +0.4% 2,509 $723K
Checchi Capital Advisers, LLC 0.05% Reduce -19.1% 2,501 $723K
Sivia Capital Partners, LLC 0.20% Reduce -21.8% 2,478 $716K
Independent Financial Group, LLC 0.02% Reduce -12.4% 2,472 $714K
World Investment Advisors 0.01% Reduce -35.8% 2,470 $713K
Krilogy Financial LLC 0.03% New 2,548 $711K
Inspire Advisors, LLC 0.07% Add +8.6% 2,451 $708K
Elevation Wealth Partners, LLC 0.25% Reduce -2.0% 2,445 $706K
Transcend Capital Advisors, LLC 0.05% Add +4.9% 2,440 $705K
One Capital Management, LLC 0.02% Add +0.8% 2,434 $703K
Berkeley Capital Partners, LLC 0.17% Reduce -0.7% 2,430 $702K
Smithbridge Asset Management Inc. 0.10% Reduce -2.9% 2,427 $701K
South Plains Financial, Inc. 0.43% Add +0.8% 2,408 $696K
Blair William & Co. 0.00% Reduce -16.0% 2,406 $695K
Loudon Investment Management, LLC 0.36% No change 2,400 $693K
Principal Securities, Inc. 0.01% Reduce -15.3% 2,399 $693K
Ar Asset Management Inc. 0.15% No change 2,388 $690K
Advisory Services Network, LLC 0.01% Reduce -7.1% 2,385 $689K
Parallel Advisors, LLC 0.01% Add +5.2% 2,373 $686K
Twin Capital Management Inc. 0.09% Reduce -54.1% 2,357 $681K
Tema ETFs LLC 0.06% New 2,350 $679K
InTrack Investment Management Inc 0.41% Add +13.0% 2,349 $679K
Longfellow Investment Management Co. LLC 0.16% Add +36.9% 2,347 $678K
Prestige Wealth Management Group LLC 0.13% Add +3.1% 2,343 $677K
Axxcess Wealth Management, LLC 0.01% Reduce -14.7% 2,326 $672K
Savvy Advisors, Inc. 0.03% Add +33.7% 2,299 $664K
Fifth Third Wealth Advisors LLC 0.02% Add +21.3% 2,284 $660K
Buck Wealth Strategies, LLC 0.09% Reduce -20.9% 2,284 $660K
PFG Investments, LLC 0.03% Add +2.9% 2,277 $658K
Foundations Investment Advisors, LLC 0.01% Reduce -11.3% 2,272 $656K
Werba Rubin Papier Wealth Management 0.11% Reduce -2.2% 2,269 $655K
Peapack Gladstone Financial Corp. 0.01% Add +3.4% 2,254 $651K
Profund Advisors LLC 0.02% Reduce -3.3% 2,247 $649K
Triton Financial Group Inc 0.43% Add +13.9% 2,239 $647K
Callan Family Office, LLC 0.02% Reduce -32.2% 2,233 $645K
Baker Tilly Wealth Management, LLC 0.15% Add +14.0% 2,229 $644K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -26.4% 2,217 $640K
Bragg Financial Advisors, Inc 0.02% Reduce -4.2% 2,215 $640K
Inscription Capital, LLC 0.07% Add +115.1% 2,213 $639K
Harbour Investments, Inc. 0.01% Add +0.1% 2,213 $639K
Atlas Brown,Inc. 0.19% Add +1.1% 2,197 $635K
Equitable Holdings, Inc. 0.00% Add +29.4% 2,195 $634K
Fulcrum Asset Management LLP 0.17% Reduce -2.6% 2,180 $630K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -10.2% 2,178 $629K
Evercore Wealth Management, LLC 0.01% Reduce -0.7% 2,147 $620K
Winebrenner Capital Management LLC 0.44% No change 2,134 $616K
Park Avenue Securities LLC 0.00% Reduce -44.0% 2,114 $611K
Hartford Funds Management Co LLC 0.05% Reduce -14.4% 2,112 $611K
Biltmore Wealth Management, LLC 0.23% Add +23.2% 2,107 $608K
Fidelis Capital Partners, LLC 0.05% Add +128.6% 2,101 $607K
Sompo Asset Management Co., Ltd. 0.10% Reduce -1.4% 2,100 $607K
Retirement Planning Co of New England, Inc. 0.24% Add +0.2% 2,097 $606K
HUB Investment Partners, LLC 0.02% Add +23.6% 2,094 $605K
CX Institutional 0.02% Add +41.9% 2,084 $602K
GAMMA Investing LLC 0.03% Add +4.4% 2,074 $599K
Jacobi Capital Management LLC 0.04% Add +6.5% 2,054 $593K
Horst & Graben Wealth Management LLC 0.09% Add +0.6% 2,031 $587K
Stonegate Investment Group, LLC 0.01% Add +21.1% 2,031 $587K
Abn Amro Investment Solutions 0.01% Add +11.3% 2,023 $584K
Quadrature Capital Ltd 0.01% New 1,996 $576K
HighPoint Advisor Group LLC 0.03% Add +5.6% 1,988 $574K
Armistice Capital, LLC 0.02% New 1,973 $570K
Groupe la Francaise 0.01% Add +7.4% 1,968 $568K
Chesapeake Wealth Management 0.17% Add +0.8% 1,968 $568K
Shum Financial Group, Inc. 0.42% — 1,962 $567K
Advisors Capital Management, LLC 0.01% Reduce -1.6% 1,952 $564K
Gold Investment Management Ltd. 0.19% Reduce -2.8% 1,933 $558K
Live Oak Investment Partners 0.37% Add +17.6% 1,926 $556K
Strategic Financial Services, Inc. 0.03% Add +0.1% 1,896 $548K
Jamison Private Wealth Management, Inc. 0.07% Add +83.1% 1,862 $538K
QRG Capital Management, Inc. 0.01% Reduce -92.3% 1,851 $535K
WealthPLAN Partners, LLC 0.08% Add +0.4% 1,851 $535K
IVC Wealth Advisors LLC 0.24% Reduce -0.2% 1,850 $534K
Linscomb Wealth, Inc. 0.02% Reduce -1.6% 1,844 $533K
NewEdge Wealth, LLC 0.01% Add +1.6% 1,897 $529K
Private Trust Co. NA 0.05% Reduce -29.6% 1,829 $528K
Signet Financial Management, LLC 0.06% Add +3.7% 1,810 $523K
Campion Asset Management 0.37% No change 1,806 $522K
Inspire Investing, LLC 0.05% Add +14.2% 1,806 $522K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +2.8% 1,786 $516K
MSH Capital Advisors LLC 0.14% New 1,783 $515K
Greenleaf Trust 0.00% Reduce -8.5% 1,777 $513K
Diversify Advisory Services, LLC 0.02% Reduce -7.3% 1,817 $504K
Arkadios Wealth Advisors 0.01% Add +2.3% 1,746 $504K
Liberty Wealth Management LLC 0.07% Add +0.6% 1,741 $503K
Perigon Wealth Management, LLC 0.01% New 1,728 $499K
Clarius Group, LLC 0.03% Reduce -10.9% 1,705 $492K
Greykasell Wealth Strategies, Inc. 0.21% Add +0.1% 1,701 $491K
Winmill & Co. Inc. 0.12% No change 1,700 $491K
Brooklyn Investment Group 0.07% Reduce -1.7% 1,689 $489K
Norden Group LLC 0.05% Add +39.1% 1,691 $488K
Blue Trust, Inc. 0.01% Reduce -2.9% 1,678 $485K
Signaturefd, LLC 0.01% Reduce -6.5% 1,669 $482K
Frank, Rimerman Advisors LLC 0.03% Reduce -32.6% 1,664 $481K
Koshinski Asset Management, Inc. 0.03% Add +0.4% 1,660 $479K
Kera Capital Partners, Inc. 0.07% Add +70.9% 1,651 $477K
Confluence Wealth Services, Inc. 0.02% Add +68.3% 1,649 $476K
Whitener Capital Management, Inc. 0.11% Add +1.4% 1,633 $472K
American Investment Services, Inc. 0.11% Add +15.2% 1,626 $470K
Vontobel Holding Ltd. 0.00% New 1,625 $469K
Summit Financial, LLC 0.01% Reduce -1.4% 1,612 $466K
Pasadena Private Wealth, LLC 0.07% Add +0.8% 1,598 $462K
White Pine Capital LLC 0.13% Add +0.6% 1,587 $458K
Eagle Harbor Asset Management Inc. 0.39% Add +13.6% 1,562 $451K
Essex Financial Services, Inc. 0.03% Add +28.4% 1,555 $449K
Cornerstone Advisory, LLC 0.04% Add +0.7% 1,532 $443K
Eastern Bank 0.01% No change 1,530 $442K
Shelton Capital Management 0.01% No change 1,527 $441K
Cigna Investments Inc. 0.06% Reduce -2.1% 1,522 $440K
Main Line Retirement Advisors, LLC 0.22% Add +1.1% 1,517 $438K
Clear Creek Financial Management, LLC 0.04% Add +29.0% 1,503 $434K
Ascent Group, LLC 0.02% Reduce -16.2% 1,500 $433K
Private Capital Management, LLC 0.04% New 1,500 $433K
Everett Harris & Co. 0.01% No change 1,492 $431K
First Foundation Advisors 0.02% Reduce -3.3% 1,482 $428K
Composition Wealth, LLC 0.01% Add +8.7% 1,480 $427K
Jackson Thornton Wealth Management, LLC 0.04% Add +68.3% 1,451 $425K
AlphaQuest LLC 0.03% Reduce -73.0% 1,463 $423K
Busey Bank 0.01% Reduce -8.8% 1,462 $422K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.4% 1,439 $416K
Blue Fin Capital, Inc. 0.07% Reduce -6.6% 1,439 $416K
Westpac Banking Corp. 0.03% Reduce -52.0% 1,437 $415K
Gryphon Financial Partners LLC 0.05% Reduce -2.9% 1,434 $414K
Kingsview Wealth Management, LLC 0.01% Add +0.8% 1,427 $412K
Dorsey & Whitney Trust CO LLC 0.02% Add +6.8% 1,406 $406K
KCM Investment Advisors LLC 0.01% Add +4.2% 1,405 $406K
Pacific Sun Financial Corp 0.20% Add +25.5% 1,402 $405K
Fiduciary Financial Group, LLC 0.06% Add +6.0% 1,390 $402K
Valeo Financial Advisors, LLC 0.01% Add +0.7% 1,375 $397K
EverSource Wealth Advisors, LLC 0.02% Add +1.6% 1,371 $396K
BBR Partners, LLC 0.02% Add +0.5% 1,351 $390K
Rexford Capital Inc. 0.30% Add +8.3% 1,350 $390K
Sterling Capital Management LLC 0.01% Reduce -9.8% 1,349 $390K
Atticus Wealth Management, LLC 0.10% Add +5.7% 1,347 $389K
Huntington National Bank 0.00% Add +4.6% 1,331 $384K
PDS Planning, Inc 0.03% Add +8.4% 1,329 $384K
Williams & Novak, LLC 0.29% Add +2.1% 1,324 $382K
AE Wealth Management LLC 0.00% Reduce -18.9% 1,322 $382K
Berger Financial Group, Inc 0.02% Reduce -5.8% 1,316 $380K
Baker Avenue Asset Management, LP 0.01% New 1,313 $379K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -48.2% 1,311 $379K
Bank Ozk 0.13% No change 1,310 $378K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -2.1% 1,302 $376K
Praxis Investment Management Inc. 0.02% No change 1,300 $376K
Journey Strategic Wealth LLC 0.01% Add +43.8% 1,300 $376K
Blodgett Wealth Advisors, LLC 0.26% No change 1,300 $376K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -2.9% 1,291 $373K
Mirador Capital Partners LP 0.05% Add +0.9% 1,289 $372K
Wilmington Savings Fund Society, FSB 0.01% Reduce -76.3% 1,285 $371K
Motco 0.03% No change 1,282 $370K
Chesley Taft & Associates LLC 0.02% No change 1,280 $370K
Essential Partners LLC 0.12% Add +105.3% 1,279 $369K
Aaron Wealth Advisors LLC 0.02% New 1,273 $368K
Requisite Capital Management, LLC 0.06% New 1,266 $366K
Warwick Investment Management, Inc. 0.06% New 1,263 $365K
Lederer & Associates Investment Counsel 0.24% Reduce -4.0% 1,261 $364K
Flow Traders U.S. LLC 0.01% New 1,259 $364K
Creekside Partners 0.16% No change 1,260 $364K
Mechanics Bank Trust Department 0.05% Reduce -14.8% 1,260 $364K
AlphaStar Capital Management, LLC 0.03% Add +28.1% 1,248 $360K
Nilsine Partners, LLC 0.03% Add +4.5% 1,238 $358K
Compound Planning, Inc. 0.01% Add +39.0% 1,234 $356K
Adell Harriman & Carpenter Inc. 0.02% No change 1,229 $355K
TD Private Client Wealth LLC 0.01% Reduce -42.7% 1,222 $353K
Abich Financial Wealth Management LLC 0.13% — 1,221 $353K
U.S. Capital Wealth Advisors, LLC 0.01% Add +11.3% 1,197 $346K
OneDigital Investment Advisors LLC 0.00% Reduce -17.7% 1,193 $344K
Asset Planning,Inc 0.25% Add +10.4% 1,192 $344K
Argent Trust Co 0.01% No change 1,191 $344K
Sagespring Wealth Partners, LLC 0.01% Reduce -11.6% 1,189 $343K
Legacy Wealth Asset Management, LLC 0.08% Add +1.3% 1,182 $341K
Wolverine Asset Management LLC 0.02% New 1,181 $341K
Monetary Management Group Inc. 0.08% No change 1,175 $339K
Premier Path Wealth Partners, LLC 0.04% Reduce -8.2% 1,161 $335K
Modern Wealth Management, LLC 0.01% Reduce -16.2% 1,156 $334K
Ruffer LLP 0.02% New 1,150 $332K
111 Capital 0.06% Add +9.8% 1,144 $330K
Second Line Capital, LLC 0.07% Add +0.8% 1,143 $330K
Carrera Capital Advisors 0.06% Add +0.1% 1,138 $329K
Kingswood Wealth Advisors, LLC 0.02% Reduce -0.1% 1,127 $326K
17 Capital Partners, LLC 0.18% Reduce -0.9% 1,122 $324K
Whalerock Point Partners, LLC 0.06% No change 1,105 $319K
Red Door Wealth Management, LLC 0.03% Reduce -5.5% 1,103 $319K
SummitTX Capital, L.P. 0.01% Reduce -89.2% 1,100 $318K
Capula Management Ltd 0.00% New 1,096 $317K
Weaver Consulting Group 0.08% Add +0.2% 1,095 $316K
Patrick M Sweeney & Associates, Inc. 0.20% Add +2.3% 1,095 $316K
4WEALTH Advisors, Inc. 0.29% Add +8.0% 1,090 $315K
Ridgecrest Wealth Partners, LLC 0.14% No change 1,086 $314K
Earned Wealth Advisors, LLC 0.05% New 1,081 $312K
Clarity Financial LLC 0.03% Reduce -95.9% 1,080 $312K
Crestmont Private Wealth LLC 0.10% Add +11.7% 1,078 $311K
Sovereign Financial Group, Inc. 0.06% Reduce -0.7% 1,078 $311K
Panagora Asset Management Inc. 0.00% No change 1,067 $308K
IFG Advisory, LLC 0.01% Reduce -5.0% 1,061 $306K
Weiss Asset Management LP 0.01% New 1,060 $306K
Lazard Asset Management LLC 0.00% Reduce -6.9% 1,059 $306K
Evoke Wealth, LLC 0.01% Reduce -32.4% 1,051 $304K
Planned Solutions, Inc. 0.11% Add +10.9% 1,050 $303K
Bond & Devick Financial Network, Inc. 0.09% Add +0.4% 1,046 $302K
Farringdon Capital, Ltd. 0.08% New 1,045 $302K
West Oak Capital, LLC 0.15% Reduce -5.4% 1,042 $301K
Geneos Wealth Management Inc. 0.01% Reduce -3.0% 1,041 $301K
Bill Few Associates, Inc. 0.08% Add +0.1% 1,036 $299K
Howard Capital Management, LLC 0.00% Add +3.0% 1,030 $298K
Albert D Mason Inc. 0.19% Reduce -4.6% 1,017 $294K
Lester Murray Antman dba SimplyRich 0.08% Reduce -0.1% 1,002 $289K
Brookstone Capital Management 0.00% Reduce -10.2% 999 $289K
Transamerica Financial Advisors, LLC 0.02% Add +8.2% 999 $289K
AssuredPartners Investment Advisors, LLC 0.06% New 997 $288K
Pinnacle Bancorp, Inc. 0.08% Add +88.3% 994 $287K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +41.8% 991 $286K
Tyche Wealth Partners LLC 0.05% Add +0.8% 984 $284K
Evergreen Capital Management LLC 0.01% Reduce -22.4% 980 $283K
Headinvest, LLC 0.06% Reduce -0.7% 971 $280K
Caerus Investment Advisors, LLC 0.11% New 963 $278K
AlphaCore Capital LLC 0.01% Add +1.1% 962 $278K
Smartleaf Asset Management LLC 0.02% Add +68.8% 957 $276K
Knollwood Investment Advisory, LLC 0.02% No change 950 $274K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 949 $274K
Investmark Advisory Group LLC 0.12% Add +0.6% 946 $273K
Rockport Wealth LLC 0.06% No change 944 $273K
Commons Capital, LLC 0.18% Reduce -2.6% 943 $272K
Legacy Capital Wealth Partners, LLC 0.06% Add +7.4% 943 $272K
Campbell & CO Investment Adviser LLC 0.02% Reduce -43.5% 943 $272K
Trust Co. of Vermont 0.01% Reduce -4.4% 943 $272K
StoneX Group Inc. 0.01% Reduce -47.3% 942 $272K
Full Sail Capital, LLC 0.01% New 942 $272K
Quotient Wealth Partners, LLC 0.01% Reduce -10.8% 940 $272K
Prospera Financial Services Inc 0.00% Reduce -5.9% 935 $270K
PFG Advisors 0.01% Add +35.2% 934 $270K
Certified Advisory Corp 0.03% Add +0.1% 934 $270K
Pitcairn Co. 0.02% Reduce -11.1% 934 $270K
Outlook Wealth Advisors, LLC 0.07% New 932 $269K
Pembroke Management, LTD 0.03% Add +0.5% 932 $269K
Investment Advisory Group, LLC 0.07% No change 929 $268K
Heartland Bank & Trust Co 0.11% Reduce -0.5% 926 $267K
Cadence Bank 0.02% Reduce -3.0% 926 $267K
Childress Capital Advisors, LLC 0.05% New 925 $267K
Yoder Wealth Management, Inc. 0.13% Add +7.3% 923 $267K
Reynders McVeigh Capital Management, LLC 0.01% No change 918 $265K
Hilltop Holdings Inc. 0.01% Add +4.7% 906 $262K
True North Advisors, LLC 0.04% Reduce -16.0% 905 $261K
STAR Financial Bank 0.15% Reduce -15.4% 903 $261K
IHT Wealth Management, LLC 0.01% Reduce -10.1% 902 $260K
Sunbelt Securities, Inc. 0.02% Reduce -2.1% 900 $260K
Portfolio Design Labs, LLC 0.04% New 899 $260K
QTR Family Wealth, LLC 0.12% New 895 $259K
Accuvest Global Advisors 0.16% New 889 $257K
Ascentis Independent Advisors 0.04% Add +2.9% 888 $256K
Schwallier Wealth Management LLC 0.16% Reduce -0.3% 884 $255K
Oxbow Advisors, LLC 0.02% Reduce -6.4% 883 $255K
Johnson Investment Counsel Inc. 0.00% Reduce -4.5% 877 $253K
FourThought Financial Partners, LLC 0.02% New 874 $253K
Hazelview Securities Inc. 0.05% Reduce -98.8% 870 $251K
Optas, LLC 0.04% New 856 $247K
Verity Asset Management, Inc. 0.08% New 856 $247K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.1% 856 $247K
Maia Wealth LLC 0.04% New 901 $246K
Founders Capital Management 0.13% No change 850 $246K
Group One Trading LLC 0.01% New 848 $245K
Pinnacle Associates Ltd. 0.00% Reduce -2.8% 845 $244K
Kovack Advisors, Inc. 0.02% Reduce -11.3% 841 $243K
Wesbanco Bank Inc. 0.01% Add +0.1% 841 $243K
Prime Capital Investment Advisors, LLC 0.00% Add +0.5% 835 $241K
Aegis Wealth Management LLC 0.13% New 832 $240K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 830 $240K
Advisors Preferred, LLC 0.04% Reduce -56.8% 821 $239K
Parcion Private Wealth LLC 0.01% New 825 $238K
TRUE Private Wealth Advisors 0.02% Add +2.4% 823 $238K
Creekmur Asset Management LLC 0.04% Reduce -31.8% 817 $236K
Alta Advisers Ltd 0.07% No change 815 $235K
Godsey & Gibb, Inc. 0.02% Reduce -0.5% 813 $235K
Cetera Trust Company, N.A 0.13% No change 810 $234K
Commonwealth Financial Services, LLC 0.04% Reduce -2.8% 806 $233K
Alexander Randolph Advisory, Inc. 0.19% No change 803 $232K
Signature Estate & Investment Advisors LLC 0.00% Reduce -1.2% 802 $232K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -4.5% 802 $232K
Wellington Shields & Co., LLC 0.06% No change 800 $231K
Excalibur Management Corp. 0.08% No change 798 $231K
Ellevest, Inc. 0.03% Reduce -15.0% 791 $228K
Willow Creek Wealth Management Inc. 0.02% No change 789 $228K
Certuity, LLC 0.02% New 788 $228K
Elevation Point Wealth Partners, LLC 0.02% Add +4031.6% 785 $227K
Crestwood Advisors Group, LLC 0.00% New 784 $226K
Mather Group, Llc. 0.00% Reduce -10.2% 776 $224K
Gen-Wealth Partners Inc 0.08% Reduce -8.0% 775 $224K
Strategic Blueprint, LLC 0.01% Add +1.8% 775 $224K
Personal Cfo Solutions, LLC 0.04% Reduce -4.3% 774 $224K
Nicolet Advisory Services, LLC 0.02% New 762 $224K
Richwood Investment Advisors, LLC 0.18% Reduce -0.1% 773 $223K
CIBC Private Wealth Group LLC 0.00% Add +8.4% 773 $223K
Arkansas Financial Group, Inc. 0.03% No change 766 $221K
Petix & Botte Co 0.05% No change 764 $221K
Avantax Planning Partners, Inc. 0.01% Reduce -6.1% 760 $220K
Fisher Asset Management 0.00% New 758 $219K
Patton Fund Management, Inc. 0.04% No change 757 $219K
M&G PLC 0.00% Add +3.6% 755 $218K
Forza Wealth Management, LLC 0.08% No change 750 $217K
M.E. Allison & Co., Inc. 0.15% No change 749 $216K
Successful Portfolios LLC 0.13% Reduce -4.5% 749 $216K
Wedmont Private Capital 0.01% Reduce -17.1% 733 $215K
Astoria Portfolio Advisors LLC. 0.06% Add +4.0% 733 $215K
L2 Asset Management, LLC 0.03% Add +5.0% 742 $214K
Payden & Rygel 0.02% No change 740 $214K
Silver Oak Securities, Incorporated 0.02% New 737 $213K
Fox Run Management, L.L.C. 0.03% New 731 $211K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +10.6% 730 $211K
FinDec Wealth Services, Inc. 0.22% No change 729 $211K
DDFG, Inc 0.05% No change 728 $210K
Cullen Capital Management, LLC 0.00% Reduce -75.9% 721 $208K
Wealth Alliance, LLC 0.02% Add +1.0% 718 $207K
Rise Advisors, LLC 0.07% Reduce -15.6% 718 $207K
Intrua Financial, LLC 0.02% Add +1.1% 710 $205K
Wedbush Securities Inc. 0.01% Reduce -6.0% 710 $205K
Tiaa Trust, National Association 0.00% Add +1.7% 701 $202K
Pingora Partners LLC 0.13% No change 700 $202K
Ausdal Financial Partners, Inc. 0.01% New 695 $201K
Larson Financial Group LLC 0.01% Reduce -18.2% 661 $191K
Dagco, Inc. 0.05% No change 651 $188K
AdvisorNet Financial, Inc 0.01% Add +4.3% 647 $187K
Center for Financial Planning, Inc. 0.02% No change 636 $184K
S.A. Mason LLC 0.08% Add +0.2% 625 $181K
Virtus Investment Advisers, LLC 0.05% Reduce -88.5% 617 $178K
Versant Capital Management, Inc 0.02% Reduce -36.7% 573 $166K
CoreCap Advisors, LLC 0.01% Add +7.0% 568 $164K
HM Payson & Co. 0.00% Add +24.6% 568 $164K
Clearstead Advisors, LLC 0.00% Add +15.3% 557 $161K
Plante Moran Financial Advisors, LLC 0.01% Add +0.2% 542 $157K
Grove Bank & Trust 0.02% No change 530 $153K
TOWER TRUST & INVESTMENT Co 0.10% No change 506 $146K
Cromwell Holdings LLC 0.08% No change 487 $141K
Lanark Financial, Inc. 0.01% Add +1.3% 486 $140K
Sound Income Strategies, LLC 0.01% Add +2.8% 472 $139K
Covestor Ltd 0.07% Add +9.4% 467 $136K
Physician Wealth Advisors, Inc. 0.02% Add +8.2% 462 $133K
Brown Brothers Harriman & Co. 0.00% Add +360.0% 460 $133K
Cary Street Partners Financial LLC 0.00% Reduce -14.4% 458 $132K
Harbor Capital Advisors, Inc. 0.01% Add +0.9% 444 $128K
Global X Japan Co., Ltd. 0.01% Reduce -14.4% 440 $127K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $125K
Ancora Advisors LLC 0.00% Add +2.1% 433 $125K
CYBER HORNET ETFs LLC 0.08% Add +4.4% 431 $124K
Rosenberg Matthew Hamilton 0.03% No change 416 $120K
Silvant Capital Management LLC 0.00% No change 414 $120K
Hartford Financial Management Inc. 0.03% No change 412 $119K
Evermay Wealth Management LLC 0.01% Add +24.7% 404 $117K
Pflug Koory, LLC 0.05% No change 397 $115K
Sentry Investment Management LLC 0.08% Reduce -14.3% 389 $114K
Whittier Trust Co. of Nevada Inc. 0.00% Add +0.3% 375 $110K
City State Bank 0.03% No change 366 $106K
Ameritas Advisory Services, LLC 0.01% Reduce -15.1% 365 $105K
True Wealth Design, LLC 0.03% Add +81.5% 363 $105K
Hoertkorn Richard Charles 0.04% No change 357 $103K
Atlantic Union Bankshares Corp 0.00% Add +419.1% 353 $102K
Dynamic Wealth Strategies, LLC 0.07% Add +6.8% 347 $100K
Hanson & Doremus Investment Management 0.01% No change 339 $98K
Sherman Asset Management, Inc. 0.08% No change 338 $98K
Pacific Center for Financial Services 0.02% No change 336 $97K
Painted Porch Advisors LLC 0.04% No change 333 $96K
JFS Wealth Advisors, LLC 0.01% No change 323 $93K
Global Wealth Strategies & Associates 0.02% Add +1.3% 321 $93K
JNBA Financial Advisors 0.01% No change 321 $93K
Parkside Financial Bank & Trust 0.01% Reduce -4.5% 296 $86K
Hazlett, Burt & Watson, Inc. 0.03% Add +0.7% 289 $84K
Summit Securities Group LLC 0.03% Add +156.6% 272 $79K
IMA Advisory Services, Inc. 0.01% Add +51.4% 271 $78K
Deseret Mutual Benefit Administrators 0.03% No change 270 $78K
Bank of New Hampshire 0.02% Reduce -6.9% 270 $78K
Archer Investment Corp 0.02% Reduce -71.2% 267 $77K
Caldwell Trust Co 0.01% Add +420.0% 260 $75K
Cary Street Partners Investment Advisory LLC 0.03% Add +18.8% 259 $75K
Bellevue Asset Management, LLC 0.03% No change 252 $73K
Scarborough Advisors, LLC 0.01% Add +1.2% 245 $71K
Boyd Watterson Asset Management LLC 0.02% No change 240 $69K
Spire Wealth Management 0.00% Reduce -32.5% 239 $69K
CENTRAL TRUST Co 0.00% No change 236 $68K
Compass Financial Services Inc 0.03% Add +0.4% 230 $66K
Financial Perspectives, Inc 0.02% Add +0.5% 222 $64K
GHP Investment Advisors, Inc. 0.00% No change 213 $62K
SJS Investment Consulting Inc. 0.01% New 209 $60K
Salem Investment Counselors Inc. 0.00% Add +16.8% 209 $60K
Ameriflex Group, Inc. 0.02% Add +102.0% 202 $58K
Avalon Trust Co 0.00% New 201 $58K
Navigoe, LLC 0.04% No change 200 $57K
Harbor Investment Advisory, LLC 0.00% Add +3.2% 195 $56K
CVA Family Office, LLC 0.01% Reduce -13.9% 192 $55K
Bridge Generations Wealth Management LLC 0.04% No change 188 $54K
Towne Trust Company, N.A 0.02% No change 185 $53K
Golden State Wealth Management, LLC 0.01% Add +223.2% 181 $53K
Capital Analysts, LLC 0.00% Reduce -0.6% 180 $52K
Capital Advisors, Ltd. LLC 0.01% No change 176 $51K
Delta Asset Management LLC 0.00% No change 168 $49K
Tobam 0.02% No change 165 $48K
Rossby Financial, LCC 0.02% No change 163 $47K
Palisade Asset Management, LLC 0.00% New 157 $45K
Winch Advisory Services, LLC 0.01% Add +0.7% 154 $45K
LRI Investments, LLC 0.00% No change 141 $41K
Manchester Capital Management LLC 0.01% New 137 $40K
Toth Financial Advisory Corp. 0.00% No change 137 $40K
SouthState Bank Corp 0.00% Reduce -16.5% 137 $40K
Salomon & Ludwin, LLC 0.00% New 131 $38K
Parvin Asset Management, LLC 0.03% No change 128 $37K
Quent Capital, LLC 0.00% New 127 $37K
Millstone Evans Group, LLC 0.02% No change 126 $36K
ORG Partners LLC 0.01% Add +5.9% 126 $36K
Tidemark, LLC 0.01% Add +1.6% 123 $36K
Farmers & Merchants Investments Inc. 0.00% Reduce -71.6% 119 $34K
Armstrong Advisory Group, Inc. 0.00% No change 118 $34K
Wealth Watch Advisors, INC 0.01% New 118 $34K
Tradewinds Capital Management, LLC 0.01% New 114 $33K
Centerpoint Advisors, LLC 0.01% No change 112 $32K
Raiffeisen Bank International AG 0.00% New 105 $30K
GW&K Investment Management, LLC 0.00% Reduce -0.9% 104 $30K
Cypress Capital Management LLC (WY) 0.03% No change 96 $28K
Smithfield Trust Co 0.00% No change 92 $27K
Harvest Fund Management Co., Ltd 0.00% New 93 $27K
Alpine Bank Wealth Management 0.00% Add +1.1% 93 $27K
Bayforest Capital Ltd 0.01% Reduce -78.0% 90 $26K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -49.4% 90 $26K
First Pacific Financial 0.00% New 90 $26K
Glen Eagle Advisors, LLC 0.00% Add +125.0% 90 $26K
Harbor Asset Planning, Inc. 0.02% No change 86 $25K
TCTC Holdings, LLC 0.00% No change 86 $25K
MV Capital Management, Inc. 0.00% Add +1.2% 83 $24K
Asset Dedication, LLC 0.00% Reduce -12.6% 83 $24K
Turning Point Benefit Group, Inc. 0.01% New 80 $23K
Aviso Financial Inc. 0.00% New 73 $21K
McIlrath & Eck, LLC 0.00% No change 68 $20K
Meeder Asset Management Inc. 0.00% Reduce -99.6% 68 $20K
Hilltop National Bank 0.00% No change 65 $19K
Wellington Shields Capital Management, LLC 0.00% No change 65 $19K
Activest Wealth Management 0.00% Add +20.8% 64 $18K
Friedenthal Financial 0.01% No change 61 $18K
CoreFirst Bank & Trust 0.01% No change 60 $17K
Zions Bancorporation, National Association 0.00% Reduce -65.7% 59 $17K
West Branch Capital LLC 0.00% No change 57 $16K
SOA Wealth Advisors, LLC. 0.00% Add +145.4% 54 $16K
Crewe Advisors LLC 0.00% Reduce -5.3% 54 $16K
Aspect Partners, LLC 0.01% No change 52 $15K
Heritage Wealth Advisors 0.00% No change 51 $15K
Avion Wealth 0.00% Add +4.3% 49 $14K
Bruce G. Allen Investments, LLC 0.01% No change 48 $14K
Truvestments Capital LLC 0.00% New 47 $14K
Addison Advisors LLC 0.00% Reduce -26.7% 44 $13K
Strategic Wealth Partners, Ltd. 0.00% Add +2000.0% 42 $12K
DecisionPoint Financial, LLC 0.00% No change 41 $12K
Bell Investment Advisors, Inc 0.00% Reduce -25.4% 41 $12K
Park Place Capital Corp 0.00% Reduce -42.0% 40 $12K
WFA of San Diego, LLC 0.01% No change 38 $11K
Dogwood Wealth Management LLC 0.01% Add +26.7% 38 $11K
Fortitude Family Office, LLC 0.00% No change 37 $11K
Financial Avengers, Inc. 0.00% No change 35 $10K
Pineridge Advisors LLC 0.00% No change 35 $10K
Valley National Advisers Inc. 0.00% No change 35 $10K
Howard Hughes Medical Institute 0.01% No change 34 $10K
Rialto Wealth Management, LLC 0.00% Reduce -10.5% 34 $10K
Sachetta, LLC 0.00% Add +26.9% 33 $10K
Washington Trust Advisors, Inc. 0.00% Add +6.7% 32 $9K
Leonteq Securities AG 0.00% Reduce -50.8% 31 $9K
Financial Management Professionals, Inc. 0.00% Reduce -3.2% 30 $9K
GPS Wealth Strategies Group, LLC 0.00% No change 30 $9K
1620 Investment Advisors, Inc. 0.01% No change 29 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 29 $8K
Trust Co 0.00% No change 28 $8K
Hemington Wealth Management 0.00% Add +16.7% 28 $8K
Manitou Investment Management Ltd. 0.00% No change 27 $8K
NBT Bank, N.A. 0.00% No change 27 $8K
Bogart Wealth, LLC 0.00% Add +35.0% 27 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $7K
High Note Wealth, LLC 0.00% Add +8.7% 25 $7K
Ogorek Anthony Joseph /NY/ 0.00% Add +12.5% 27 $7K
Raffa Wealth Management, LLC 0.00% Add +35.3% 23 $7K
Bare Financial Services, Inc 0.00% No change 22 $6K
North Star Investment Management Corp. 0.00% Add +10.0% 22 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 21 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 21 $6K
Clearstead Trust, LLC 0.00% No change 20 $6K
DT Investment Partners, LLC 0.00% No change 20 $6K
Alerus Financial NA 0.00% No change 19 $5K
IMG Wealth Management, Inc. 0.00% No change 18 $5K
City Holding Co. 0.00% New 18 $5K
Main Street Group, LTD 0.00% No change 17 $5K
Wolff Wiese Magana LLC 0.00% No change 17 $5K
Anchor Investment Management, LLC 0.00% No change 17 $5K
Abound Wealth Management 0.00% No change 16 $5K
CBIZ Investment Advisory Services, LLC 0.00% Add +166.7% 16 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 15 $4K
Strive Asset Management, LLC 0.00% New 15 $4K
Kilter Group LLC 0.00% Add +150.0% 15 $4K
Marquette Asset Management, LLC 0.00% New 15 $4K
Root Financial Partners, LLC 0.00% New 15 $4K
Hughes Financial Services, LLC 0.00% Add +16.7% 14 $4K
Dunhill Financial, LLC 0.00% No change 13 $4K
Red Tortoise LLC 0.00% No change 13 $4K
Highline Wealth Partners LLC 0.00% Reduce -38.9% 11 $3K
Steigerwald, Gordon & Koch Inc. 0.00% New 11 $3K
Guerra Advisors Inc 0.00% New 10 $3K
SWAN Capital LLC 0.00% Reduce -50.0% 10 $3K
Fortis Group Advisors, LLC 0.00% No change 10 $3K
J.Safra Asset Management Corp 0.00% New 10 $3K
Rakuten Investment Management, Inc. 0.00% — 250 $3K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
Montag A & Associates Inc. 0.00% New 9 $3K
PFS Partners, LLC 0.00% New 8 $2K
Legacy Bridge, LLC 0.00% No change 8 $2K
TFC Financial Management, Inc. 0.00% No change 8 $2K
Cloud Capital Management, LLC 0.00% New 9 $2K
Coston, McIsaac & Partners 0.00% New 8 $2K
Binnacle Investments Inc 0.00% Add +200.0% 6 $2K
Texas Capital Bancshares Inc 0.00% New 6 $2K
Albion Financial Group 0.00% No change 5 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -99.1% 5 $1K
Principia Wealth Advisory, LLC 0.00% No change 5 $1K
Core Alternative Capital 0.00% No change 5 $1K
Nvwm, LLC 0.00% Add +25.0% 5 $1K
Nova Wealth Management, Inc. 0.00% Reduce -50.0% 4 $1K
Key Financial Inc 0.00% No change 4 $1K
Legacy Wealth Managment, LLC 0.00% New 4 $1K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Financial Network Wealth Advisors LLC 0.00% No change 4 $1K
Signature Resources Capital Management, LLC 0.00% No change 4 $1K
Cedar Mountain Advisors, LLC 0.00% New 4 $1K
Winthrop Capital Management, LLC 0.00% No change 4 $1K
Strengthening Families & Communities, LLC 0.00% No change 3 $884
Valued Wealth Advisors LLC 0.00% No change 3 $867
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $867
Tortoise Investment Management, LLC 0.00% Reduce -40.0% 3 $867
Davis Capital Management 0.00% — 2 $578
American Capital Advisory, LLC 0.00% Reduce -33.3% 2 $578
Breakwater Investment Management 0.00% New 2 $578
Financial Consulate, Inc. 0.00% New 2 $578
Country Trust Bank 0.00% New 2 $578
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 1 $289
Caitong International Asset Management Co., Ltd 0.00% New 1 $289
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 1 $289
Winnacle Wealth LLC 0.00% New 1 $289
Quaker Wealth Management, LLC 0.00% Reduce -50.0% 1 $289
ESL Trust Services, LLC 0.00% New 1 $289
New Millennium Group LLC 0.00% New 1 $289
Aventura Private Wealth, LLC 0.00% No change 1 $289
First Horizon Corp. 0.00% — 1 $289
Private Wealth Asset Management, LLC 0.00% No change 1 $289
Frazier Financial Advisors, LLC 0.00% New 1 $193

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