Public StoragePSA

13F holders, Q4 2025 (December 31)
1,111holders −12
70new positions
120sold out
6famous investors
$259.46avg. 13F price*

At the end of Q4 2025, 1,111 institutions reported holding Public Storage (PSA) in their 13F filings, down 12 from Q3 2025. 70 opened new positions and 120 sold out. The largest holders were Vanguard Group Inc. ($6.6B), BlackRock, Inc. ($4.4B) and State Street Corp. ($2.7B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions70$163.8M
Exits120$249.5M

All 13F filers, Q3 2025 → Q4 2025: 11,515,482 shares bought and 10,569,660 shares sold, net +945,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,111 holders

Vanguard Group Inc. 0.10% Add +9.9% 25,343,098 $6.6B
BlackRock, Inc. 0.07% Add +2.1% 16,905,431 $4.4B
State Street Corp. 0.09% Reduce -0.4% 10,565,241 $2.7B
Norges Bank 0.12% — 4,484,589 $1.2B
Capital International Investors 0.17% Add +821.4% 4,134,996 $1.1B
Geode Capital Management, LLC 0.07% Add +1.6% 4,089,143 $1.1B
FMR LLC 0.05% Reduce -13.1% 4,039,798 $1.0B
Cohen & Steers, Inc. 1.88% Add +9.3% 3,993,623 $1.0B
JPMorgan Chase & Co. 0.06% Add +1.7% 3,391,561 $880.1M
Charles Schwab Investment Management Inc. 0.13% Add +4.3% 3,102,491 $805.1M
T. Rowe Price Associates Inc. 0.08% Reduce -12.9% 2,916,469 $756.8M
Northern Trust Corp. 0.08% Reduce -1.9% 2,360,758 $612.6M
Dimensional Fund Advisors LP 0.12% Add +0.8% 2,212,753 $574.2M
APG Asset Management US Inc. 4.49% Add +1.0% 2,207,675 $572.9M
Legal & General Group Plc 0.11% Add +4.5% 1,951,779 $506.5M
Barrow Hanley Mewhinney & Strauss LLC 1.55% Reduce -7.6% 1,793,860 $465.5M
Goldman Sachs Group Inc. 0.06% Add +0.0% 1,550,436 $402.3M
Morgan Stanley 0.02% Reduce -13.5% 1,508,888 $391.6M
Clearbridge Investments, LLC 0.30% Add +26.0% 1,442,975 $374.5M
Centersquare Investment Management LLC 3.68% Add +25.4% 1,435,967 $372.6M
Invesco Ltd. 0.03% Add +26.8% 1,285,080 $333.5M
Ameriprise Financial Inc. 0.07% Reduce -4.0% 1,192,404 $304.8M
Wellington Management Group LLP 0.05% Reduce -62.8% 1,026,431 $266.4M
Bank of New York Mellon Corp 0.05% Reduce -4.4% 1,007,039 $261.3M
Nuveen, LLC 0.06% Reduce -7.7% 871,470 $226.1M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -1.9% 856,292 $222.2M
Royal Bank of Canada 0.04% Reduce -11.9% 838,032 $217.5M
Daiwa Securities Group Inc. 0.71% Add +15.1% 837,705 $217.4M
Canada Pension Plan Investment Board 0.15% Reduce -0.1% 837,198 $217.3M
Bank of America Corp. 0.02% Reduce -16.0% 826,272 $214.4M
Massachusetts Financial Services Co. 0.07% Reduce -3.5% 825,799 $214.3M
First Trust Advisors LP 0.14% Add +287.7% 721,588 $187.3M
UBS Group AG 0.03% Reduce -11.8% 668,617 $173.5M
Amundi 0.05% Reduce -18.2% 641,476 $166.5M
Montrusco Bolton Investments Inc. 2.00% Reduce -10.6% 635,726 $160.2M
HSBC Holdings PLC 0.09% Add +15.4% 611,312 $158.8M
Barclays PLC 0.06% Add +0.1% 603,838 $156.7M
1832 Asset Management L.P. 0.17% Add +33.6% 519,876 $134.9M
American Century Companies Inc. 0.07% Reduce -8.7% 511,332 $132.7M
Caisse de depot et placement du Quebec 0.22% Add +42.3% 503,139 $130.6M
CANADA LIFE ASSURANCE Co 0.22% Reduce -0.5% 489,640 $127.1M
Lasalle Investment Management Securities LLC 4.99% Reduce -4.4% 479,993 $124.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +5.8% 458,815 $118.6M
Duff & Phelps Investment Management Co. 1.32% Reduce -11.7% 449,410 $116.6M
Russell Investments Group, Ltd. 0.13% Reduce -24.6% 448,188 $116.4M
Prudential Financial Inc. 0.14% Reduce -4.4% 441,897 $114.7M
Nomura Asset Management International Inc. 0.17% — 434,837 $112.8M
Swiss National Bank 0.07% Reduce -4.9% 432,680 $112.3M
California Public Employees Retirement System 0.06% Reduce -16.0% 426,558 $110.7M
Deutsche Bank AG 0.03% Reduce -16.9% 397,251 $103.1M
AQR Capital Management 0.05% Reduce -61.3% 378,272 $98.2M
Wells Fargo & Company 0.02% Reduce -11.3% 374,268 $97.1M
Arrowstreet Capital, Limited Partnership 0.05% Add +64.7% 361,225 $93.7M
HighTower Advisors, LLC 0.10% Reduce -3.9% 354,660 $92.0M
Aberdeen Group plc 0.14% Reduce -1.3% 341,725 $88.7M
Citigroup Inc. 0.06% Add +42.9% 334,670 $86.8M
Aew Capital Management L P 6.26% Reduce -19.1% 333,566 $86.6M
CBRE Investment Management Listed Real Assets LLC 1.26% Add +479.3% 330,487 $85.8M
Rhumbline Advisers 0.07% Reduce -1.2% 328,350 $85.2M
BNP Paribas Financial Markets 0.05% Add +0.8% 321,952 $83.5M
Bank Julius Baer & Co. Ltd, Zurich 0.23% Add +54.1% 315,312 $82.0M
Schroder Investment Management Group 0.06% Reduce -1.0% 299,556 $78.2M
Asset Management One Co., Ltd. 0.22% Reduce -0.6% 301,536 $78.2M
Public Employees Retirement System of Ohio 0.24% Reduce -3.1% 295,899 $76.8M
Sei Investments Co. 0.08% Reduce -3.1% 293,090 $76.1M
Nomura Asset Management Co. Ltd. 0.19% Add +3.4% 289,675 $75.2M
Alliancebernstein L.P. 0.02% Reduce -29.3% 288,435 $74.8M
National Pension Service 0.05% Add +11.2% 283,755 $73.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.42% Reduce -15.3% 272,171 $70.6M
California State Teachers Retirement System 0.07% Reduce -1.5% 259,689 $67.4M
Worldquant Millennium Advisors LLC 0.26% Add +12.2% 259,181 $67.3M
Janus Henderson Group PLC 0.03% Add +4.4% 258,814 $67.2M
Raymond James Financial Inc. 0.02% Add +26.9% 257,690 $66.9M
Principal Financial Group Inc. 0.03% Add +5.3% 246,002 $63.8M
Millennium Management 0.05% Add +18.3% 245,751 $63.8M
Adelante Capital Management LLC 4.22% Add +2.6% 241,215 $62.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Reduce -11.2% 210,796 $54.9M
Neuberger Berman Group LLC 0.04% Reduce -71.7% 199,887 $51.9M
New York State Common Retirement Fund 0.07% Reduce -1.3% 188,809 $49.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +19.9% 181,568 $47.1M
Envestnet Asset Management Inc. 0.01% Add +1.3% 172,197 $44.7M
Heitman Real Estate Securities LLC 3.12% Add +25.6% 170,846 $44.3M
Swedbank AB 0.04% No change 168,226 $43.7M
Allianz Asset Management GmbH 0.05% Reduce -23.0% 167,862 $43.6M
Macquarie Group Ltd. 0.19% Reduce -67.1% 165,842 $43.0M
TD Asset Management Inc 0.03% Reduce -9.6% 162,263 $42.1M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +74.1% 158,023 $41.0M
Employees Retirement System of Texas 0.36% Reduce -1.7% 147,650 $38.3M
Natixis 0.15% Add +68.0% 143,201 $37.2M
State of Tennessee, Department of Treasury 0.12% Add +43.0% 133,666 $36.9M
DekaBank Deutsche Girozentrale 0.06% No change 127,404 $36.6M
Apollo Management Holdings, L.P. 0.43% New 140,290 $36.4M
State Board of Administration of Florida Retirement System 0.06% Reduce -1.8% 138,585 $36.0M
Teacher Retirement System of Texas 0.12% Add +119.7% 138,320 $35.9M
Gotham Asset Management 0.13% Add +194.8% 136,507 $35.4M
Perpetual Ltd 0.51% Add +2.9% 136,273 $35.4M
LPL Financial LLC 0.01% Add +13.8% 135,486 $35.2M
KBC Group NV 0.08% Add +0.5% 129,693 $33.7M
Aviva PLC 0.06% Add +3.0% 129,301 $33.6M
Great Lakes Advisors, LLC 0.27% Reduce -4.3% 128,038 $33.2M
CI Investments Inc. 0.15% Reduce -4.5% 127,607 $33.1M
Retirement Systems of Alabama 0.10% Reduce -1.4% 121,845 $31.6M
Quantinno Capital Management LP 0.06% Add +4.0% 120,026 $31.1M
Bank of Montreal 0.01% Add +1.5% 119,991 $31.1M
CIBC Asset Management Inc 0.07% Add +4.2% 118,340 $30.7M
Artisan Partners Limited Partnership 0.05% Reduce -15.7% 118,230 $30.7M
New York State Teachers Retirement System 0.06% Add +0.8% 117,533 $30.5M
Van Eck Associates Corp. 0.03% Add +4.5% 116,286 $30.2M
PGGM Investments 0.47% Add +2.5% 113,331 $29.4M
Korea Investment CORP 0.06% Add +99.6% 111,851 $29.0M
STRS Ohio 0.11% Add +5.5% 110,455 $28.7M
Carnegie Investment Counsel 0.51% Reduce -6.2% 105,808 $27.5M
State of New Jersey Common Pension Fund D 0.10% Reduce -0.3% 103,842 $26.9M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Add +1.9% 103,287 $26.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.1% 98,027 $25.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -43.1% 91,798 $24.8M
Westwood Holdings Group Inc. 0.20% Reduce -9.0% 94,773 $24.6M
State of Alaska, Department of Revenue 0.26% Reduce -0.7% 93,685 $24.3M
Storebrand Asset Management As 0.06% Reduce -0.3% 92,452 $24.0M
Toronto Dominion Bank 0.04% Reduce -2.9% 92,131 $23.9M
Capital International, Inc. 0.19% New 91,041 $23.6M
Resona Asset Management Co.,Ltd. 0.11% Reduce -4.2% 91,019 $23.6M
Gillson Capital LP 1.53% New 90,124 $23.4M
Federated Hermes, Inc. 0.04% Reduce -2.0% 88,445 $23.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -1.5% 88,389 $22.9M
Stifel Financial Corp. 0.02% Add +9.4% 87,056 $22.6M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -0.8% 86,129 $22.4M
State of Wisconsin Investment Board 0.05% Add +1.8% 86,041 $22.3M
Cerity Partners LLC 0.03% Reduce -16.9% 85,150 $22.1M
Pictet Asset Management Holding SA 0.02% Add +19.4% 83,193 $21.6M
Heartland Advisors Inc. 1.13% Reduce -8.6% 80,993 $21.0M
Flputnam Investment Management Co. 0.31% Add +0.2% 80,890 $21.0M
Victory Capital Management Inc. 0.01% Add +0.7% 78,213 $20.3M
Pacer Advisors, Inc. 0.05% Add +4.1% 76,832 $19.9M
Cibc World Market Inc. 0.04% Reduce -12.4% 76,133 $19.8M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -1.2% 75,000 $19.5M
Soapstone Management L.P. 14.34% No change 75,000 $19.5M
Uniplan Investment Counsel, Inc. 2.02% Add +4.7% 74,805 $19.4M
Citadel Advisors 0.01% Reduce -78.2% 74,126 $19.2M
ExodusPoint Capital Management, LP 0.21% New 73,418 $19.1M
Handelsbanken Fonder AB 0.06% Add +4.1% 72,345 $18.8M
Danske Bank A/S 0.04% Add +2.8% 71,763 $18.6M
Janney Montgomery Scott LLC 0.04% Add +1.6% 71,378 $18.5M
Cetera Investment Advisers 0.02% Add +8.9% 71,200 $18.5M
Balyasny Asset Management L.P. 0.04% Add +156.0% 71,176 $18.5M
APG Asset Management N.V. 0.05% Reduce -8.0% 81,320 $18.0M
Royal London Asset Management Ltd. 0.04% Reduce -0.5% 68,925 $17.9M
National Bank of Canada 0.02% Reduce -2.4% 68,540 $17.8M
Corient Private Wealth LP 0.02% Add +10.8% 67,196 $17.4M
SG Americas Securities, LLC 0.02% Add +579.2% 66,320 $17.2M
Treasurer of the State of North Carolina 0.06% Reduce -6.8% 66,178 $17.2M
Hudson Bay Capital Management LP 0.10% Add +143.3% 64,510 $16.7M
Nisa Investment Advisors, LLC 0.05% Reduce -0.1% 63,314 $16.4M
Weil Company, Inc. 3.71% Reduce -0.0% 62,233 $16.1M
Cibc World Markets Corp. 0.08% — 61,649 $16.0M
Nan Shan Life Insurance Co., Ltd. 0.49% No change 61,489 $16.0M
Natixis Advisors, LLC 0.02% Reduce -12.1% 60,743 $15.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +5.0% 60,202 $15.6M
Rathbones Group PLC 0.06% Add +2.4% 58,499 $15.2M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +0.5% 56,746 $14.7M
FIL Ltd 0.01% Add +18.5% 56,559 $14.7M
IFM Investors Pty Ltd 0.12% Reduce -0.8% 56,276 $14.6M
KLP Kapitalforvaltning As 0.06% Reduce -11.5% 56,214 $14.6M
Credit Agricole S A 0.04% Add +14.2% 53,442 $13.9M
Commerce Bank 0.08% Add +0.2% 52,862 $13.7M
Franklin Resources Inc. 0.00% Reduce -3.6% 52,726 $13.7M
Masterton Capital Management, LP 9.40% Reduce -5.2% 51,982 $13.5M
UniSuper Management Pty Ltd 0.07% Reduce -20.7% 47,879 $12.4M
Man Group plc 0.02% Add +13.0% 47,200 $12.2M
Fifth Third Bancorp 0.04% Reduce -7.3% 46,752 $12.1M
Ensign Peak Advisors, Inc 0.02% Reduce -27.0% 45,279 $11.7M
Arizona State Retirement System 0.06% Reduce -3.0% 44,707 $11.6M
Nissay Asset Management Corp. /Japan 0.06% Add +2.5% 44,393 $11.5M
Edge Wealth Management LLC 2.02% Reduce -1.2% 44,142 $11.5M
State of Michigan Retirement System 0.06% Reduce -4.4% 43,721 $11.3M
Davis Selected Advisers 0.05% Reduce -2.4% 43,520 $11.3M
Andra AP-fonden 0.14% Reduce -20.1% 43,320 $11.2M
MetLife Investment Management, LLC 0.05% Reduce -3.0% 43,252 $11.2M
Isthmus Partners, LLC 1.23% Add +0.1% 42,589 $11.1M
Metis Global Partners, LLC 0.26% Add +4.2% 42,381 $11.0M
Jones Financial Companies LLLP 0.01% Add +2.9% 42,283 $11.0M
Czech National Bank 0.07% Add +3.8% 41,638 $10.8M
CWA Asset Management Group, LLC 0.38% Reduce -4.1% 40,980 $10.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +1085.6% 40,701 $10.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% New 40,392 $10.5M
Public Sector Pension Investment Board 0.04% Reduce -28.0% 40,213 $10.4M
Cullen/Frost Bankers, Inc. 0.11% Add +14.5% 39,907 $10.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +695.6% 39,471 $10.3M
B&I Capital AG 3.60% Add +4.8% 39,000 $10.1M
Commonwealth Equity Services, LLC 0.01% Reduce -6.8% 38,754 $10.1M
Van Lanschot Kempen Investment Management N.V. 0.09% Add +0.4% 38,696 $10.0M
Capital Investment Advisors, LLC 0.15% Add +3.6% 38,372 $10.0M
NEOS Investment Management LLC 0.06% Add +31.0% 37,886 $9.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -39.4% 37,181 $9.7M
Columbus Macro, LLC 1.04% Add +35.8% 36,739 $9.5M
Sophron Capital Management L.P. 3.05% Add +0.8% 36,578 $9.5M
Chilton Capital Management LLC 0.32% Reduce -20.0% 35,413 $9.2M
ProShare Advisors LLC 0.02% Add +7.6% 35,162 $9.1M
Aptus Capital Advisors, LLC 0.08% Add +1.4% 35,084 $9.1M
Thrivent Financial for Lutherans 0.02% Add +9.6% 34,698 $9.0M
US Bancorp \de 0.01% Reduce -8.3% 34,580 $9.0M
Camden National Bank 1.23% Reduce -0.3% 34,350 $8.9M
Waverly Advisors, LLC 0.07% Reduce -2.1% 34,204 $8.9M
Edgestream Partners, L.P. 0.25% Add +28.1% 33,882 $8.8M
Mercer Global Advisors Inc. 0.01% Reduce -20.3% 32,906 $8.8M
Old National Bancorp 0.14% Add +12.9% 33,430 $8.7M
Nordea Investment Management AB 0.01% Add +5.0% 33,288 $8.6M
Ontario Teachers Pension Plan Board 0.20% Add +326.6% 32,963 $8.6M
Kestra Advisory Services, LLC 0.04% Reduce -0.1% 32,748 $8.5M
USS Investment Management Ltd 0.04% Add +9.1% 32,682 $8.5M
Bank of Nova Scotia 0.01% Add +40.8% 32,615 $8.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +21.9% 32,604 $8.5M
Swiss Life Asset Management Ltd 0.04% Reduce -5.7% 32,502 $8.4M
Forsta Ap-Fonden 0.05% Reduce -5.3% 32,000 $8.3M
Calamos Advisors LLC 0.05% Reduce -3.9% 31,946 $8.3M
Susquehanna International Group, LLP 0.01% Reduce -53.3% 31,394 $8.1M
Baird Financial Group, Inc. 0.01% Add +30.9% 31,243 $8.1M
Fiduciary Trust Co 0.09% Reduce -2.5% 30,742 $8.0M
OP Asset Management Ltd 0.09% Add +80.0% 30,429 $7.9M
Seven Post Investment Office LP 2.80% Add +1.1% 30,163 $7.8M
Equitable Trust Co. 0.35% Reduce -16.5% 30,091 $7.8M
Amalgamated Bank 0.06% Reduce -6.2% 30,030 $7.8M
Osaic Holdings, Inc. 0.01% Reduce -38.1% 29,990 $7.8M
DNB Asset Management AS 0.03% Reduce -4.4% 29,875 $7.8M
Franklin, Parlapiano, Turner & Welch, LLC 1.92% Add +2.1% 26,299 $7.7M
Allspring Global Investments Holdings, LLC 0.01% Reduce -88.7% 29,792 $7.7M
&partners 0.04% Add +7.6% 29,354 $7.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% — 29,069 $7.5M
Edgemoor Investment Advisors, Inc. 0.58% Add +0.6% 28,665 $7.4M
Erste Asset Management GmbH 0.06% Add +2.9% 28,000 $7.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +23.3% 27,973 $7.3M
Xponance LLC 0.05% Add +11.1% 27,774 $7.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.9% 27,113 $7.0M
New Age Alpha Advisors, LLC 0.30% Reduce -15.0% 26,928 $7.0M
Sheets Smith Wealth Management 0.76% Reduce -1.8% 26,845 $7.0M
Mariner, LLC 0.01% Reduce -41.7% 26,761 $6.9M
Yousif Capital Management, LLC 0.08% Add +2.8% 24,324 $6.9M
Stephens Inc. 0.09% Reduce -10.1% 26,608 $6.9M
Guggenheim Capital LLC 0.05% Reduce -18.3% 26,328 $6.8M
Utah Retirement Systems 0.06% No change 26,060 $6.8M
Clifford Swan Investment Counsel LLC 0.22% Reduce -1.5% 25,918 $6.7M
Voya Investment Management LLC 0.01% Reduce -3.1% 25,917 $6.7M
Nomura Holdings Inc. 0.02% Add +59.8% 24,930 $6.5M
Police & Firemen's Retirement System of New Jersey 0.05% Reduce -4.7% 24,239 $6.3M
Creative Planning 0.00% Reduce -12.2% 23,867 $6.2M
Tompkins Financial Corp. 0.48% Reduce -4.4% 23,637 $6.1M
Rothschild Investment LLC 0.34% Reduce -7.7% 23,526 $6.1M
Wealthfront Advisers LLC 0.01% Add +154.1% 23,272 $6.0M
UMB Bank, n.a. 0.08% Reduce -19.9% 23,101 $6.0M
New York Life Investment Management LLC 0.05% Reduce -0.6% 22,878 $5.9M
GAM Holding AG 0.38% Reduce -11.9% 22,675 $5.9M
O'shaughnessy Asset Management, LLC 0.03% Reduce -24.6% 22,615 $5.9M
Eastover Investment Advisors LLC 2.56% Add +1.9% 22,413 $5.8M
Truist Financial Corp. 0.01% Reduce -3.3% 22,060 $5.7M
Abc Arbitrage SA 0.53% New 21,904 $5.7M
Focus Partners Wealth 0.01% Add +12.1% 21,618 $5.6M
Candriam S.C.A. 0.03% Add +41.7% 21,332 $5.5M
Sit Investment Associates Inc. 0.11% Reduce -8.7% 21,145 $5.5M
Pensionfund PDN 3.59% No change 20,989 $5.4M
Rakuten Investment Management, Inc. 0.02% Add +8209.2% 20,773 $5.4M
Rockefeller Capital Management L.P. 0.01% Reduce -2.6% 20,420 $5.3M
Advocate Group LLC 0.85% Add +7.4% 20,319 $5.3M
Ellsworth Advisors, LLC 1.04% Reduce -6.5% 17,989 $5.3M
Rafferty Asset Management, LLC 0.02% Reduce -3.7% 20,197 $5.2M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.2% 20,088 $5.2M
Cwm, LLC 0.01% Reduce -64.4% 20,062 $5.2M
Mackenzie Financial Corp. 0.01% Add +9.7% 19,952 $5.2M
M&T Bank Corp 0.02% Add +320.2% 19,647 $5.1M
XTX Topco Ltd 0.13% New 19,315 $5.0M
PNC Financial Services Group, Inc. 0.00% Reduce -11.4% 19,200 $5.0M
Meritage Portfolio Management 0.33% Reduce -6.0% 19,158 $5.0M
Pring Turner Capital Group Inc. 3.06% Add +1.5% 19,074 $4.9M
Knights of Columbus Asset Advisors LLC 0.27% Add +25.4% 18,610 $4.8M
Te Ahumairangi Investment Management Ltd 0.87% Add +4.8% 18,606 $4.8M
Squarepoint Ops LLC 0.01% Add +109.9% 18,432 $4.8M
Federation des caisses Desjardins du Quebec 0.02% Add +21.0% 18,371 $4.8M
Oregon Public Employees Retirement Fund 0.06% No change 18,045 $4.7M
Vinva Investment Management Ltd 0.06% Add +34.4% 17,758 $4.6M
Trajan Wealth LLC 0.19% Add +3.4% 17,735 $4.6M
Baker Ellis Asset Management LLC 0.55% Add +2.0% 17,662 $4.6M
Horizon Investments, LLC 0.06% Reduce -9.6% 17,480 $4.5M
NewEdge Advisors, LLC 0.02% Reduce -6.3% 17,452 $4.5M
Cape Cod Five Cents Savings Bank 0.41% No change 12,315 $4.5M
Eurizon Capital SGR S.p.A. 0.01% — 17,075 $4.4M
Los Angeles Capital Management LLC 0.01% Reduce -73.2% 15,692 $4.4M
Norinchukin Bank, The 0.05% Add +2.3% 16,983 $4.4M
Mutual of America Capital Management LLC 0.05% Reduce -0.9% 16,955 $4.4M
TCW Group Inc. 0.03% Add +50.5% 16,682 $4.3M
MAI Capital Management 0.03% Add +4.0% 16,642 $4.3M
Sequoia Financial Advisors, LLC 0.02% Reduce -7.2% 16,602 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.1% 16,496 $4.3M
Investment Management Corp of Ontario 0.06% Add +25.1% 16,416 $4.3M
Qube Research & Technologies Ltd 0.01% Reduce -91.1% 16,235 $4.2M
Hantz Financial Services, Inc. 0.06% Add +13.8% 16,016 $4.2M
Y-Intercept (Hong Kong) Ltd 0.09% New 15,908 $4.1M
Allstate Corp. 0.06% Add +87.2% 15,874 $4.1M
Sanctuary Advisors, LLC 0.02% Reduce -3.4% 15,814 $4.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -62.0% 15,723 $4.1M
Hamilton Capital Partners Inc. 0.15% Add +9.4% 15,612 $4.1M
Colonial Trust Advisors 0.30% Add +3.1% 15,329 $4.0M
Vestcor Inc 0.11% No change 15,263 $4.0M
Siemens Fonds Invest GmbH 0.21% Reduce -8.6% 15,143 $4.0M
1834 Investment Advisors Co. 0.50% Add +11.5% 15,207 $3.9M
Polymer Capital Management (US) LLC 0.51% New 15,142 $3.9M
Northwest Bancshares, Inc. 0.76% Reduce -8.1% 15,125 $3.9M
Pensionfund Sabic 1.04% Add +43.6% 14,813 $3.8M
D.A. Davidson & Co. 0.02% Reduce -1.7% 14,748 $3.8M
MainStreet Investment Advisors LLC 0.55% Reduce -24.3% 14,677 $3.8M
Osmosis Investment Management UK Ltd 0.10% — 14,646 $3.8M
Avanza Fonder AB 0.10% Add +20.3% 14,627 $3.8M
SGL Investment Advisors, Inc. 1.52% Reduce -3.7% 13,274 $3.8M
Advisors Asset Management, Inc. 0.06% Add +1.3% 14,341 $3.7M
MassMutual Private Wealth & Trust, FSB 0.09% Reduce -19.2% 14,010 $3.6M
Marshall Wace, LLP 0.00% Reduce -82.1% 13,911 $3.6M
Intech Investment Management LLC 0.03% Reduce -45.4% 13,896 $3.6M
PEAK6 LLC 0.10% New 13,878 $3.6M
Dean Investment Associates, LLC 0.51% Reduce -3.8% 13,696 $3.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.10% Add +86.3% 13,676 $3.5M
Mediolanum International Funds Ltd 0.04% Add +0.3% 13,562 $3.5M
Ethic Inc. 0.05% Reduce -6.2% 13,613 $3.5M
Longfellow Investment Management Co. LLC 0.78% Add +468.0% 13,330 $3.5M
Steward Partners Investment Advisory, LLC 0.02% Add +5.2% 12,731 $3.3M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -5.7% 12,619 $3.3M
Third View Private Wealth, LLC 0.44% — 12,506 $3.2M
Teachers Retirement System of the State of Kentucky 0.02% No change 12,273 $3.2M
Benjamin Edwards Inc. 0.04% Add +278.1% 12,262 $3.2M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -26.3% 12,252 $3.2M
Riverview Capital Advisers, LLC 0.96% Reduce -9.9% 12,206 $3.2M
Mizuho Securities USA LLC 0.05% Reduce -0.0% 11,498 $3.2M
Exencial Wealth Advisors, LLC 0.10% Reduce -0.9% 12,091 $3.1M
MML Investors Services, LLC 0.01% Add +1.4% 12,087 $3.1M
Azimuth Capital Investment Management LLC 0.11% Reduce -3.4% 11,835 $3.1M
Wolverine Asset Management LLC 0.18% Add +898.2% 11,789 $3.1M
Stiles Financial Services Inc 0.94% Add +2.6% 11,782 $3.1M
Tidal Investments LLC 0.01% Add +4.1% 11,246 $2.9M
First Nebraska Trust Co 0.26% Reduce -4.2% 11,067 $2.9M
Vanderbilt University 0.47% Add +15.9% 10,559 $2.7M
Gould Capital, LLC 1.68% Reduce -2.4% 10,534 $2.7M
Capital Investment Counsel, LLC 0.38% Reduce -2.2% 10,438 $2.7M
DoubleLine ETF Adviser LP 0.80% Add +3.6% 10,225 $2.7M
Sigma Investment Counselors Inc. 0.13% Reduce -4.1% 10,142 $2.6M
Prudential PLC 0.02% Reduce -33.7% 10,112 $2.6M
Walled Lake Planning & Wealth Management, LLC 0.83% Add +1.0% 10,090 $2.6M
Kentucky Retirement Systems 0.07% No change 9,916 $2.6M
Oak Thistle LLC 0.36% New 9,908 $2.6M
Naviter Wealth, LLC 0.33% Reduce -22.7% 9,850 $2.6M
Beacon Pointe Advisors, LLC 0.02% Add +7.1% 9,840 $2.6M
Crossmark Global Holdings, Inc. 0.04% Add +31.5% 9,804 $2.5M
Captrust Financial Advisors 0.00% Reduce -37.1% 9,662 $2.5M
Keybank National Association 0.01% Reduce -7.4% 9,562 $2.5M
Allworth Financial LP 0.01% Reduce -20.0% 9,317 $2.4M
LYNX Capital Group Ltd. 1.10% Reduce -6.1% 9,284 $2.4M
Hartford Investment Management Co. 0.07% Reduce -1.2% 9,119 $2.4M
Systematic Alpha Investments, LLC 0.07% No change 9,030 $2.3M
Mgo One Seven LLC 0.05% Reduce -28.3% 8,764 $2.3M
Sowell Financial Services LLC 0.08% Add +2.7% 8,619 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -20.4% 8,545 $2.2M
Dockside LLC 0.57% — 8,524 $2.2M
Fideuram Asset Management (Ireland) dac 0.17% — 7,137 $2.2M
Virtu Financial LLC 0.08% New 8,433 $2.2M
Founders Financial Securities LLC 0.13% Add +41.5% 8,429 $2.2M
Presima Securities ULC 1.24% Add +0.4% 8,298 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -8.1% 8,267 $2.1M
BLI - Banque de Luxembourg Investments 0.06% Reduce -3.5% 8,200 $2.1M
Vident Advisory, LLC 0.02% Reduce -11.7% 8,103 $2.1M
Louisiana State Employees Retirement System 0.04% Reduce -2.4% 8,100 $2.1M
Landscape Capital Management, L.L.C. 0.14% Reduce -56.6% 8,080 $2.1M
AG2R La Mondiale Gestion D'actifs 0.09% Add +14.8% 8,000 $2.1M
Pure Financial Advisors, LLC 0.03% Reduce -17.5% 7,964 $2.1M
Gulf International Bank (UK) Ltd 0.07% No change 7,941 $2.1M
Dynamic Advisor Solutions LLC 0.07% Reduce -19.9% 7,936 $2.1M
Spirit of America Management Corp. 0.44% No change 7,925 $2.1M
Capital Management Associates, Inc 0.45% Add +14.4% 7,920 $2.1M
Maryland State Retirement & Pension System 0.04% No change 7,822 $2.0M
Abn Amro Investment Solutions 0.03% Add +284.9% 7,787 $2.0M
New Mexico Educational Retirement Board 0.06% Add +2.8% 7,365 $1.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.13% No change 7,350 $1.9M
Columbia Bank 0.52% Add +1.9% 7,163 $1.9M
Werlinich Asset Management, LLC 0.91% Reduce -8.6% 7,087 $1.9M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.1% 7,085 $1.8M
Colonial Trust Co / SC 0.24% Add +7.4% 7,055 $1.8M
Regatta Capital Group, LLC 0.27% Add +6.4% 6,993 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -11.9% 6,964 $1.8M
Independent Advisor Alliance 0.04% Add +2.0% 6,920 $1.8M
Chatham Capital Group, Inc. 0.25% Reduce -14.4% 6,888 $1.8M
Saturna Capital Corp. 0.02% Reduce -3.6% 6,863 $1.8M
Bokf, NA 0.03% Reduce -6.2% 6,778 $1.8M
Johnson Financial Group, Inc. 0.07% Reduce -14.0% 6,766 $1.8M
Magnetar Financial LLC 0.02% New 6,763 $1.8M
GeoWealth Management, LLC 0.06% Add +2.5% 6,692 $1.7M
Commerzbank Aktiengesellschaft 0.04% No change 6,637 $1.7M
Concurrent Investment Advisors, LLC 0.02% Reduce -10.4% 6,582 $1.7M
Summit Trail Advisors, LLC 0.03% Reduce -13.4% 6,539 $1.7M
Sawyer & Company, Inc 0.60% Reduce -0.8% 6,492 $1.7M
MUFG Securities EMEA plc 0.02% Add +114.5% 6,481 $1.7M
Rowlandmiller & Partners.adv 0.32% Reduce -5.0% 6,398 $1.7M
Texas Yale Capital Corp. 0.05% Reduce -27.7% 6,370 $1.7M
Weaver Capital Management LLC 0.35% Add +111.3% 6,306 $1.6M
XML Financial, LLC 0.13% Reduce -37.1% 6,126 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -1.6% 6,087 $1.6M
Robeco Institutional Asset Management B.V. 0.00% Reduce -14.8% 6,086 $1.6M
Merit Financial Group, LLC 0.01% Reduce -41.1% 6,069 $1.6M
JGP Wealth Management, LLC 0.16% Reduce -3.3% 6,042 $1.6M
WD Rutherford LLC 0.65% Reduce -0.7% 5,963 $1.5M
Ramirez Asset Management, Inc. 0.20% No change 5,939 $1.5M
Allen Wealth Management, LLC 0.92% Reduce -8.1% 5,880 $1.5M
Ostrum Asset Management 0.07% Reduce -24.9% 5,873 $1.5M
Brown Advisory Inc. 0.00% Reduce -14.2% 5,839 $1.5M
Moran Wealth Management, LLC 0.05% Reduce -6.4% 5,830 $1.5M
E. Ohman J:or Asset Management AB 0.04% Reduce -14.8% 5,793 $1.5M
OMERS ADMINISTRATION Corp 0.01% No change 5,693 $1.5M
Drucker Wealth 3.0, LLC 0.26% Add +4.4% 5,675 $1.5M
Empowered Funds, LLC 0.03% Add +0.3% 5,663 $1.5M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -27.0% 5,591 $1.5M
Midwest Professional Planners, LTD. 0.34% Reduce -21.1% 5,546 $1.4M
Creative Financial Designs Inc. 0.09% Add +1.9% 5,512 $1.4M
Plato Investment Management Ltd 0.09% Reduce -6.6% 5,477 $1.4M
Columbia Asset Management 0.25% Reduce -1.3% 5,473 $1.4M
North Dakota State Investment Board 0.05% — 5,416 $1.4M
Azzad Asset Management Inc. 0.14% Add +3.6% 5,319 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +10.3% 5,291 $1.4M
Harvest Portfolios Group Inc. 0.02% Reduce -9.9% 5,240 $1.4M
Kornitzer Capital Management Inc. 0.03% No change 5,200 $1.3M
Private Advisor Group, LLC 0.01% Reduce -8.1% 5,071 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 5,046 $1.3M
Apollon Wealth Management, LLC 0.02% Add +8.9% 5,029 $1.3M
CSS LLC 0.22% New 5,020 $1.3M
Gifford Fong Associates 0.26% No change 5,000 $1.3M
ASR Vermogensbeheer N.V. 0.01% Reduce -0.3% 4,942 $1.3M
Capital Group Private Client Services, Inc. 0.02% New 4,924 $1.3M
Generali Asset Management SPA SGR 0.03% Reduce -12.6% 4,921 $1.3M
Ieq Capital, LLC 0.00% Reduce -93.0% 4,861 $1.3M
JPL Wealth Management, LLC 0.31% Reduce -20.4% 4,851 $1.3M
Naples Global Advisors, LLC 0.09% Add +41.9% 4,837 $1.3M
Westerkirk Capital Inc. 0.12% Reduce -4.3% 4,802 $1.2M
Meridian Wealth Management, LLC 0.04% Add +11.0% 4,762 $1.2M
First Manhattan Co. Llc. 0.00% Reduce -5.9% 4,744 $1.2M
Verition Fund Management LLC 0.01% Add +3.8% 4,710 $1.2M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -17.1% 4,668 $1.2M
Cascade Investment Advisors, Inc. 0.71% Add +3.1% 4,649 $1.2M
Dakota Wealth Management 0.02% New 4,627 $1.2M
Dynamic Technology Lab Private Ltd 0.27% New 4,601 $1.2M
Arbor Capital Management Inc. 1.00% Reduce -0.9% 4,522 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -50.4% 4,560 $1.2M
Stansberry Asset Management, LLC 0.12% New 4,533 $1.2M
Hancock Whitney Corp. 0.02% Reduce -0.1% 4,525 $1.2M
Lido Advisors, LLC 0.00% Add +2.9% 4,107 $1.2M
Advisory Services Network, LLC 0.02% Add +89.0% 4,508 $1.2M
Private Capital Management, LLC 0.11% Add +200.0% 4,500 $1.2M
Stevens Capital Management LP 0.40% New 4,431 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -45.3% 4,371 $1.1M
Inceptionr LLC 0.31% New 4,345 $1.1M
LDR Capital Management LLC 2.43% New 4,306 $1.1M
Securian Asset Management, Inc. 0.04% Reduce -44.0% 4,294 $1.1M
Cresset Asset Management, LLC 0.00% Add +29.3% 4,265 $1.1M
RD Lewis Holdings, Inc. 0.94% Reduce -5.5% 3,956 $1.1M
WBH Advisory Inc. 0.08% Reduce -1.2% 4,256 $1.1M
ICW Investment Advisors LLC 0.40% Add +2.5% 4,255 $1.1M
Mufg Securities Americas Inc. 0.07% Reduce -0.1% 4,255 $1.1M
Engineers Gate Manager LP 0.01% Reduce -54.9% 4,179 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% No change 4,156 $1.1M
Doliver Advisors, LP 0.27% Add +0.9% 4,129 $1.1M
Bangor Savings Bank 0.09% Reduce -7.0% 4,111 $1.1M
AlphaQuest LLC 0.06% Add +180.3% 4,100 $1.1M
Atria Investments, Inc 0.01% Reduce -19.6% 4,072 $1.1M
Thoroughbred Financial Services, LLC 0.06% Add +11.1% 4,066 $1.1M
Haverford Trust Co 0.01% Add +0.1% 4,064 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% No change 4,033 $1.0M
Sage Capital Management, LLC 0.48% Reduce -9.1% 4,000 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.06% Reduce -0.4% 4,000 $1.0M
RB Capital Management, LLC 0.22% Reduce -2.6% 3,939 $1.0M
Rodgers Brothers Inc. 0.12% Reduce -9.9% 3,875 $1.0M
Wealthspire Advisors, LLC 0.01% Add +30.9% 3,869 $1.0M
Brevan Howard Capital Management LP 0.02% Reduce -74.5% 3,863 $1.0M
Global Wealth Management Investment Advisory, Inc. 0.16% Add +9.1% 3,840 $996K
B. Metzler seel. Sohn & Co. AG 0.01% No change 3,810 $989K
MQS Management LLC 0.58% New 3,762 $976K
Northwest & Ethical Investments L.P. 0.02% No change 3,761 $976K
Ossiam 0.02% Add +22.3% 3,733 $969K
Generali Investments, Management Co LLC 0.19% Reduce -64.7% 3,725 $967K
Vestmark Advisory Solutions, Inc. 0.01% Add +67.6% 3,715 $964K
Paralel Advisors LLC 0.04% No change 3,700 $960K
Hardworking Capital Advisors, LLC 0.87% — 3,688 $957K
United Capital Financial Advisors, LLC 0.01% Reduce -20.8% 3,686 $956K
EP Wealth Advisors, LLC 0.01% — 3,683 $956K
Absher Wealth Management, LLC 0.11% Add +31.8% 3,659 $950K
Ascent Wealth Partners, LLC 0.11% Reduce -3.2% 3,653 $948K
Rogco, LP 0.31% Add +4.8% 3,648 $947K
Whittier Trust Co. 0.01% No change 3,497 $945K
Banque Cantonale Vaudoise 0.03% Reduce -47.9% 3,640 $945K
Segment Wealth Management, LLC 0.05% Add +0.4% 3,630 $942K
J.W. Cole Advisors, Inc. 0.02% Reduce -21.4% 3,910 $940K
Pinebridge Investments LLC 0.01% — 3,607 $936K
Diligent Investors, LLC 0.23% Reduce -3.3% 3,581 $929K
Daiichi Life Insurance Co., Ltd. 0.02% No change 3,570 $926K
AlphaCore Capital LLC 0.02% Add +267.8% 3,538 $918K
Global Retirement Partners, LLC 0.02% Add +11.4% 3,512 $911K
Boothbay Fund Management, LLC 0.02% New 3,449 $895K
IFP Advisors, Inc 0.02% Add +6.3% 3,409 $885K
Michels Family Financial, LLC 0.65% New 3,399 $882K
AlphaGrep UK Ltd 0.29% — 3,366 $873K
Novem Group 0.10% Add +15.5% 3,356 $871K
Assetmark, Inc. 0.00% Reduce -3.9% 3,351 $870K
Bessemer Group Inc. 0.00% Reduce -30.0% 3,336 $865K
Capital Financial Group Inc\co\ 0.48% — 3,305 $858K
Farther Finance Advisors, LLC 0.01% Add +12.7% 3,287 $853K
Sumitomo Life Insurance Co. 0.02% Add +0.6% 3,281 $851K
Scientech Research LLC 0.53% New 3,277 $850K
North Dallas Bank & Trust Co. 0.55% — 3,270 $849K
Family Legacy, Inc. 0.25% Reduce -0.2% 3,256 $845K
World Investment Advisors 0.01% Add +31.7% 3,253 $844K
Hummer Financial Advisory Services Inc 0.59% No change 3,244 $842K
Pekin Hardy Strauss, Inc. 0.08% Add +2.0% 3,241 $841K
Jump Financial, LLC 0.01% New 3,228 $838K
Middleton & Co. Inc. 0.09% Reduce -12.1% 3,209 $833K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.8% 3,177 $824K
W.H. Cornerstone Investments Inc. 0.49% Reduce -8.5% 3,152 $818K
NewEdge Wealth, LLC 0.01% Add +66.2% 3,152 $818K
Romano Brothers and Company 0.09% Reduce -5.7% 3,144 $816K
Assenagon Asset Management S.A. 0.00% Reduce -6.1% 3,144 $816K
Marshall Financial Group, LLC 0.15% Reduce -2.4% 3,065 $795K
Old Port Advisors 0.20% Reduce -10.9% 3,055 $793K
Waddell & Associates, LLC 0.05% Reduce -27.9% 3,047 $791K
Procyon Advisors, LLC 0.04% Reduce -6.3% 3,039 $789K
Sterling Investment Management, LLC 0.44% Reduce -0.7% 3,023 $784K
Conning Inc. 0.03% Add +6.2% 3,006 $780K
Guidance Capital, Inc. 0.19% Reduce -2.6% 2,718 $779K
Tobam 0.19% Add +1706.1% 2,980 $773K
Formidable Asset Management, LLC 0.11% Reduce -11.5% 2,882 $770K
Axxcess Wealth Management, LLC 0.01% Add +26.6% 2,944 $764K
Generation Capital Management LLC 0.49% No change 2,928 $760K
Avidian Wealth Enterprises, LLC 0.03% Add +1.0% 2,922 $758K
Mission Wealth Management, LP 0.02% Reduce -19.3% 2,910 $755K
ING Groep NV 0.00% Reduce -72.1% 2,908 $755K
Sterling Investment Advisors, Ltd. 0.14% Reduce -3.2% 2,903 $753K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.4% 2,901 $753K
Woodline Partners LP 0.00% New 2,888 $749K
Snowden Capital Advisors LLC 0.02% Reduce -16.7% 2,883 $748K
Triton Financial Group Inc 0.49% Add +26.1% 2,823 $733K
Syon Capital LLC 0.04% Reduce -23.2% 2,802 $727K
Penserra Capital Management LLC 0.01% Add +11.9% 2,807 $726K
Cape Ann Savings Bank 0.37% No change 2,793 $725K
Pavion Blue Capital, LLC 0.30% No change 2,788 $723K
Equitable Holdings, Inc. 0.00% Add +26.5% 2,777 $721K
Savant Capital, LLC 0.00% Add +6.5% 2,770 $719K
Hendershot Investments Inc. 0.09% No change 2,765 $717K
Meeder Advisory Services, Inc. 0.03% Reduce -9.5% 2,750 $714K
Integrated Advisors Network LLC 0.03% Reduce -0.3% 2,736 $710K
Flavin Financial Services, Inc. 0.48% Add +3.4% 2,709 $703K
Baker Tilly Wealth Management, LLC 0.17% Add +19.4% 2,662 $691K
Profund Advisors LLC 0.02% Add +18.3% 2,657 $689K
GF Fund Management Co. LTD. 0.01% Reduce -1.3% 2,616 $679K
DAVENPORT & Co LLC 0.00% Reduce -1.5% 2,593 $673K
InTrack Investment Management Inc 0.37% Add +9.8% 2,579 $669K
Inspire Advisors, LLC 0.06% Add +4.4% 2,558 $664K
Montecito Bank & Trust 0.11% Reduce -29.3% 2,554 $663K
Caprock Group, LLC 0.01% Reduce -34.7% 2,534 $658K
Glenmede Trust Co. NA 0.00% — 2,529 $656K
Elevation Point Wealth Partners, LLC 0.03% Add +222.2% 2,529 $656K
Mechanics Financial Corp 0.24% Reduce -0.0% 2,522 $654K
Silverlake Wealth Management LLC 0.15% Reduce -6.8% 2,516 $653K
Smithbridge Asset Management Inc. 0.06% Add +3.3% 2,508 $651K
Hartline Investment Corp./ 0.07% Reduce -8.3% 2,489 $646K
Foundations Investment Advisors, LLC 0.01% Add +9.5% 2,487 $645K
Ritholtz Wealth Management 0.01% Reduce -58.6% 2,485 $645K
Machina Capital S.A.S. 0.12% Reduce -30.0% 2,474 $642K
Tower Research Capital LLC (TRC) 0.02% Reduce -36.8% 2,438 $633K
Elevation Wealth Partners, LLC 0.22% Reduce -0.3% 2,437 $632K
HB Wealth Management, LLC 0.00% Reduce -39.9% 2,403 $624K
Blair William & Co. 0.00% Reduce -0.3% 2,400 $623K
Loudon Investment Management, LLC 0.33% No change 2,400 $623K
South Plains Financial, Inc. 0.37% Reduce -0.4% 2,398 $622K
Callan Family Office, LLC 0.01% Add +7.1% 2,391 $620K
Ar Asset Management Inc. 0.13% No change 2,388 $620K
Impact Partnership Wealth, LLC 0.08% Reduce -14.5% 2,368 $614K
Tema ETFs LLC 0.05% Reduce -0.2% 2,346 $609K
Plimoth Trust Co. LLC 0.14% Reduce -9.5% 2,345 $609K
Werba Rubin Papier Wealth Management 0.16% Add +3.3% 2,343 $608K
Brooklyn Investment Group 0.03% Add +37.1% 2,316 $601K
Capula Management Ltd 0.00% Add +109.8% 2,300 $597K
Principal Securities, Inc. 0.01% Reduce -4.5% 2,290 $594K
Campbell & CO Investment Adviser LLC 0.03% Add +141.3% 2,275 $590K
Coldstream Capital Management Inc. 0.01% Reduce -26.2% 2,272 $590K
Jacobi Capital Management LLC 0.03% Add +9.2% 2,242 $582K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.8% 2,235 $580K
Fifth Third Wealth Advisors LLC 0.02% Reduce -2.8% 2,221 $576K
Inscription Capital, LLC 0.06% Add +0.1% 2,215 $575K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +1.7% 2,215 $575K
Eagle Harbor Asset Management Inc. 0.47% Add +40.9% 2,200 $571K
One Capital Management, LLC 0.02% Reduce -9.7% 2,197 $570K
Live Oak Investment Partners 0.35% Add +13.8% 2,191 $569K
Atlas Brown,Inc. 0.17% Reduce -0.5% 2,187 $568K
Pinnacle Financial Partners, Inc. 0.00% — 2,156 $560K
Mutual Advisors, LLC 0.01% Reduce -21.1% 2,155 $559K
Bragg Financial Advisors, Inc 0.02% Reduce -2.9% 2,150 $558K
Evercore Wealth Management, LLC 0.01% Reduce -0.1% 2,146 $557K
Fulcrum Asset Management LLP 0.15% Reduce -2.7% 2,121 $554K
Winebrenner Capital Management LLC 0.37% No change 2,134 $554K
Biltmore Wealth Management, LLC 0.21% Add +1.1% 2,130 $553K
Whitener Capital Management, Inc. 0.13% Add +30.0% 2,123 $551K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% — 2,115 $549K
Inspire Investing, LLC 0.05% Add +16.6% 2,106 $547K
Checchi Capital Advisers, LLC 0.04% Reduce -15.9% 2,104 $546K
Vontobel Holding Ltd. 0.00% Add +29.1% 2,097 $544K
Strategic Financial Services, Inc. 0.03% Reduce -0.1% 1,895 $544K
HighPoint Advisor Group LLC 0.01% Add +5.3% 2,094 $543K
Retirement Planning Co of New England, Inc. 0.22% Reduce -0.5% 2,086 $541K
Choreo, LLC 0.01% Reduce -29.0% 2,025 $529K
Horst & Graben Wealth Management LLC 0.08% No change 2,031 $527K
Berkeley Capital Partners, LLC 0.12% Reduce -17.5% 2,004 $520K
Quadrant Capital Group LLC 0.02% Reduce -62.0% 2,002 $520K
HUB Investment Partners, LLC 0.01% Reduce -5.4% 1,981 $514K
Parallel Advisors, LLC 0.01% Reduce -16.7% 1,977 $513K
Shum Financial Group, Inc. 0.37% Add +0.8% 1,978 $513K
Clear Creek Financial Management, LLC 0.04% Add +31.5% 1,976 $513K
Stratos Wealth Partners, LTD. 0.01% Reduce -38.6% 1,968 $511K
Park Avenue Securities LLC 0.00% Reduce -7.1% 1,963 $509K
Chesapeake Wealth Management 0.15% Reduce -0.4% 1,961 $509K
Diversify Advisory Services, LLC 0.02% Reduce -4.8% 1,729 $508K
Savvy Advisors, Inc. 0.02% Reduce -14.9% 1,957 $508K
Canada Post Corp Registered Pension Plan 0.02% Reduce -75.3% 1,942 $504K
IVC Wealth Advisors LLC 0.22% Add +4.0% 1,923 $499K
Koshinski Asset Management, Inc. 0.03% Add +14.5% 1,901 $493K
Sompo Asset Management Co., Ltd. 0.08% Reduce -10.5% 1,880 $488K
Jamison Private Wealth Management, Inc. 0.06% Add +0.2% 1,866 $484K
Harbor Capital Advisors, Inc. 0.04% Add +318.9% 1,860 $483K
StoneX Group Inc. 0.02% Add +96.6% 1,852 $481K
WealthPLAN Partners, LLC 0.07% Add +0.2% 1,854 $481K
Signet Financial Management, LLC 0.05% Add +2.4% 1,854 $481K
Gold Investment Management Ltd. 0.15% Reduce -5.2% 1,832 $475K
Purpose Unlimited Inc. 0.02% — 1,801 $467K
Gsa Capital Partners LLP 0.04% New 1,798 $467K
Fidelis Capital Partners, LLC 0.03% Reduce -14.6% 1,795 $466K
Focused Alpha, LLC 0.14% — 1,782 $463K
AE Wealth Management LLC 0.00% Add +34.0% 1,772 $460K
Independent Financial Group, LLC 0.01% Reduce -28.8% 1,761 $457K
MSH Capital Advisors LLC 0.10% Reduce -1.5% 1,757 $456K
Liberty Wealth Management LLC 0.06% Add +0.9% 1,756 $456K
South Shore Capital Advisors 0.33% — 1,732 $449K
Advisors Capital Management, LLC 0.01% Reduce -11.7% 1,724 $447K
Hartford Funds Management Co LLC 0.04% Reduce -18.8% 1,714 $445K
Arax Advisory Partners 0.01% Reduce -87.3% 1,710 $444K
Clarius Group, LLC 0.03% No change 1,705 $442K
Winmill & Co. Inc. 0.12% No change 1,700 $441K
Linscomb Wealth, Inc. 0.02% Reduce -8.2% 1,692 $439K
Hohimer Wealth Management, LLC 0.06% New 1,686 $438K
Envestnet Portfolio Solutions, Inc. 0.00% Add +28.5% 1,685 $437K
Graham Capital Management, L.P. 0.02% Reduce -80.0% 1,684 $437K
Aaron Wealth Advisors LLC 0.02% Add +31.3% 1,671 $434K
Williams & Novak, LLC 0.33% Add +26.2% 1,671 $434K
Confluence Wealth Services, Inc. 0.02% Add +1.1% 1,668 $433K
Kovack Advisors, Inc. 0.02% Add +98.1% 1,666 $432K
Campion Asset Management 0.30% Reduce -9.1% 1,641 $426K
Arkadios Wealth Advisors 0.01% Reduce -6.9% 1,626 $422K
American Investment Services, Inc. 0.10% No change 1,626 $422K
MidFirst Bank 0.03% — 1,593 $413K
CX Institutional 0.01% Reduce -23.6% 1,592 $413K
Frank, Rimerman Advisors LLC 0.03% Reduce -4.4% 1,591 $413K
Busey Bank 0.01% Add +7.6% 1,573 $408K
Krane Funds Advisors LLC 0.01% New 1,558 $404K
Blue Trust, Inc. 0.00% Reduce -7.4% 1,554 $403K
Composition Wealth, LLC 0.01% Add +4.7% 1,550 $402K
Summit Financial, LLC 0.01% Reduce -4.7% 1,536 $398K
Main Line Retirement Advisors, LLC 0.20% Add +1.1% 1,534 $398K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -39.0% 1,533 $398K
Eastern Bank 0.01% No change 1,530 $397K
GTS Securities LLC 0.01% New 1,528 $397K
Shelton Capital Management 0.01% No change 1,527 $396K
Cigna Investments Inc. 0.06% No change 1,522 $395K
Dearborn Partners LLC 0.02% New 1,520 $394K
V-Square Quantitative Management LLC 0.04% New 1,512 $392K
Cornerstone Advisory, LLC 0.04% Reduce -2.5% 1,494 $388K
Everett Harris & Co. 0.00% No change 1,492 $387K
Financial Planning Hawaii, Inc. 0.22% — 1,480 $384K
J. Safra Sarasin Holding AG 0.01% Reduce -50.1% 1,477 $383K
Fiduciary Financial Group, LLC 0.05% Add +5.7% 1,469 $381K
PFG Investments, LLC 0.02% Reduce -36.0% 1,458 $378K
NorthCrest Asset Manangement, LLC 0.01% Reduce -51.9% 1,443 $376K
Kingsview Wealth Management, LLC 0.01% Add +1.4% 1,447 $376K
Morningstar Investment Management LLC 0.02% Reduce -73.9% 1,446 $375K
Algert Global LLC 0.01% Reduce -86.4% 1,445 $375K
Simplex Trading, LLC 0.01% New 1,442 $374K
Ameritas Investment Partners, Inc. 0.01% No change 1,439 $373K
Westpac Banking Corp. 0.02% No change 1,437 $373K
Pacific Sun Financial Corp 0.18% Add +2.1% 1,432 $372K
Adell Harriman & Carpenter Inc. 0.02% Add +16.3% 1,429 $371K
Schonfeld Strategic Advisors LLC 0.00% Reduce -58.9% 1,424 $370K
Chicago Partners Investment Group LLC 0.01% Reduce -50.0% 1,306 $369K
2UniFi Bank 0.17% Reduce -47.0% 1,392 $361K
Gryphon Financial Partners LLC 0.04% Reduce -3.3% 1,387 $360K
Vise Technologies, Inc. 0.01% New 1,386 $360K
Ruffer LLP 0.02% Add +20.0% 1,380 $359K
Greenleaf Trust 0.00% Reduce -22.4% 1,379 $358K
Aegis Wealth Management, Inc. 0.28% — 1,373 $356K
Picton Mahoney Asset Management 0.00% New 1,362 $353K
Rexford Capital Inc. 0.27% Add +0.2% 1,353 $351K
Barr E S & Co. 0.02% New 1,353 $351K
Evergreen Capital Management LLC 0.01% Add +37.9% 1,351 $351K
Harbour Investments, Inc. 0.01% Reduce -39.2% 1,345 $349K
BBR Partners, LLC 0.02% Reduce -0.5% 1,344 $349K
United Community Bank 0.13% Reduce -53.2% 1,343 $349K
AssuredPartners Investment Advisors, LLC 0.05% Add +34.5% 1,341 $348K
Signaturefd, LLC 0.01% Reduce -20.0% 1,335 $346K
KCM Investment Advisors LLC 0.01% Reduce -5.9% 1,322 $343K
Greykasell Wealth Strategies, Inc. 0.14% Reduce -22.5% 1,319 $342K
Ares Financial Consulting, LLC 0.32% — 1,311 $340K
Bank Ozk 0.12% No change 1,310 $340K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +1.2% 1,307 $339K
Blodgett Wealth Advisors, LLC 0.24% No change 1,300 $337K
Praxis Investment Management Inc. 0.02% No change 1,300 $337K
Norden Group LLC 0.03% Reduce -23.4% 1,295 $336K
Sagespring Wealth Partners, LLC 0.01% Add +8.8% 1,294 $336K
Wilmington Savings Fund Society, FSB 0.01% No change 1,285 $333K
Motco 0.03% Add +0.2% 1,284 $333K
Valeo Financial Advisors, LLC 0.01% Reduce -6.8% 1,282 $333K
NorthRock Partners, LLC 0.01% Reduce -69.9% 1,275 $331K
Blue Fin Capital, Inc. 0.05% Reduce -11.7% 1,271 $330K
Legacy Wealth Asset Management, LLC 0.08% Add +7.5% 1,270 $330K
First Foundation Advisors 0.01% Reduce -14.4% 1,268 $329K
Creekside Partners 0.14% No change 1,260 $327K
Mechanics Bank Trust Department 0.04% No change 1,260 $327K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -3.2% 1,260 $327K
AlphaStar Capital Management, LLC 0.02% Add +0.8% 1,258 $326K
Verity Asset Management, Inc. 0.14% Add +46.7% 1,256 $326K
Maia Wealth LLC 0.06% Add +23.2% 1,110 $324K
Berger Financial Group, Inc 0.02% Reduce -5.6% 1,242 $322K
Legacy Capital Wealth Partners, LLC 0.07% Add +31.1% 1,236 $321K
Lederer & Associates Investment Counsel 0.21% Reduce -2.1% 1,234 $320K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -12.8% 1,226 $318K
Chesley Taft & Associates LLC 0.01% Reduce -5.4% 1,211 $314K
Nilsine Partners, LLC 0.03% Reduce -2.3% 1,209 $314K
OneDigital Investment Advisors LLC 0.00% Add +1.1% 1,206 $313K
Asset Planning,Inc 0.22% Add +1.2% 1,206 $313K
Huntington National Bank 0.00% Reduce -10.9% 1,186 $308K
Atticus Wealth Management, LLC 0.08% Reduce -12.4% 1,180 $306K
Mirador Capital Partners LP 0.04% Reduce -8.6% 1,178 $306K
Monetary Management Group Inc. 0.07% No change 1,175 $305K
Second Line Capital, LLC 0.06% Add +2.7% 1,174 $305K
Warwick Investment Management, Inc. 0.05% Reduce -7.0% 1,174 $305K
4WEALTH Advisors, Inc. 0.26% Add +7.3% 1,170 $304K
PDS Planning, Inc 0.02% Reduce -12.3% 1,166 $303K
DRW Securities, LLC 0.02% Reduce -74.7% 1,158 $301K
Premier Path Wealth Partners, LLC 0.04% Reduce -0.3% 1,157 $300K
Aster Capital Management (DIFC) Ltd 0.13% Reduce -55.7% 1,155 $300K
Ascent Group, LLC 0.01% Reduce -23.9% 1,142 $296K
QRG Capital Management, Inc. 0.00% Reduce -38.4% 1,140 $296K
TD Private Client Wealth LLC 0.01% Reduce -7.1% 1,135 $295K
Sterling Capital Management LLC 0.00% Reduce -16.4% 1,128 $293K
Guilbault Capital LLC 0.33% — 1,127 $292K
17 Capital Partners, LLC 0.15% No change 1,122 $291K
Kera Capital Partners, Inc. 0.04% Reduce -36.4% 1,050 $290K
White Pine Capital LLC 0.08% Reduce -30.2% 1,108 $288K
Boyer Financial Services, Inc. 0.30% — 1,111 $287K
Marex Group Ltd 0.00% New 1,105 $287K
Whalerock Point Partners, LLC 0.06% No change 1,105 $287K
Weaver Consulting Group 0.07% Reduce -0.2% 1,093 $284K
Patrick M Sweeney & Associates, Inc. 0.18% Reduce -0.6% 1,088 $282K
Essex Financial Services, Inc. 0.02% Reduce -30.1% 1,087 $282K
Ridgecrest Wealth Partners, LLC 0.15% No change 1,086 $282K
Sun Financial Inc 0.16% — 1,084 $281K
Rare Wolf Capital LLC 0.18% — 1,081 $281K
Panagora Asset Management Inc. 0.00% No change 1,067 $277K
Argent Trust Co 0.01% Reduce -10.6% 1,065 $276K
Planned Solutions, Inc. 0.09% Add +0.9% 1,059 $275K
Ascentis Independent Advisors 0.04% Add +19.3% 1,059 $275K
GAMMA Investing LLC 0.01% Reduce -48.9% 1,059 $275K
Pembroke Management, LTD 0.03% Add +13.4% 1,057 $274K
Kingswood Wealth Advisors, LLC 0.01% Reduce -6.8% 1,050 $272K
Decker Wealth Management LLC 0.06% — 1,046 $271K
Bond & Devick Financial Network, Inc. 0.08% Reduce -0.4% 1,042 $271K
Modern Wealth Management, LLC 0.00% Reduce -9.9% 1,042 $271K
Certuity, LLC 0.02% Add +32.1% 1,041 $270K
Geneos Wealth Management Inc. 0.01% Add +0.1% 1,042 $270K
Diversify Wealth Management, LLC 0.01% New 962 $269K
Bill Few Associates, Inc. 0.07% Add +0.1% 1,037 $269K
Howard Capital Management, LLC 0.00% Add +0.5% 1,035 $269K
Tyche Wealth Partners LLC 0.04% Add +4.7% 1,030 $267K
111 Capital 0.06% Reduce -10.1% 1,028 $267K
Lester Murray Antman dba SimplyRich 0.07% Reduce -0.2% 1,000 $259K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -16.7% 997 $259K
Carrera Capital Advisors 0.04% Reduce -12.5% 996 $258K
Pinnacle Bancorp, Inc. 0.08% No change 994 $258K
Vest Financial, LLC 0.00% New 991 $257K
DMC Group, LLC 0.17% New 988 $256K
Sovereign Financial Group, Inc. 0.05% Reduce -8.7% 984 $255K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -0.8% 983 $255K
Jefferies Financial Group Inc. 0.00% Reduce -95.1% 982 $255K
Yoder Wealth Management, Inc. 0.12% Add +5.4% 973 $252K
Albert D Mason Inc. 0.17% Reduce -4.4% 972 $252K
IFG Advisory, LLC 0.01% Reduce -8.7% 969 $251K
Astoria Portfolio Advisors LLC. 0.06% Add +12.1% 822 $251K
Capstone Capital Management Ltd 0.24% — 967 $251K
Transamerica Financial Advisors, LLC 0.02% Reduce -3.9% 960 $249K
Quotient Wealth Partners, LLC 0.01% Add +1.4% 953 $247K
Investmark Advisory Group LLC 0.11% Add +0.6% 952 $247K
Commons Capital, LLC 0.17% Add +0.7% 950 $247K
GKV Capital Management Co., Inc. 0.09% New 950 $247K
Knollwood Investment Advisory, LLC 0.02% No change 950 $247K
Integrated Wealth Concepts LLC 0.00% Reduce -89.3% 947 $246K
IHT Wealth Management, LLC 0.01% Add +4.9% 946 $245K
Outlook Wealth Advisors, LLC 0.06% Add +1.4% 945 $245K
Trust Co. of Vermont 0.01% Add +0.1% 944 $245K
Rockport Wealth LLC 0.05% No change 944 $245K
Schwallier Wealth Management LLC 0.16% No change 884 $244K
Safe Harbor Family Capital, LLC 0.21% — 939 $244K
Gross & Hartman Investments LLC 0.14% — 939 $244K
Headinvest, LLC 0.05% Reduce -3.5% 937 $243K
Smartleaf Asset Management LLC 0.01% Reduce -2.7% 931 $243K
Certified Advisory Corp 0.02% Add +0.1% 935 $243K
Hilton Head Capital Partners, LLC 0.14% — 932 $242K
Investment Advisory Group, LLC 0.06% No change 929 $241K
Cadence Bank 0.01% No change 926 $240K
Clarity Financial LLC 0.02% Reduce -14.3% 925 $240K
Baker Avenue Asset Management, LP 0.01% Reduce -29.6% 924 $240K
Crestwood Advisors Group, LLC 0.00% Add +17.9% 924 $240K
Prime Capital Investment Advisors, LLC 0.00% Add +9.9% 918 $238K
Reynders McVeigh Capital Management, LLC 0.01% No change 918 $238K
Heartland Bank & Trust Co 0.10% Reduce -2.3% 905 $235K
Brown Brothers Harriman & Co. 0.00% Add +96.5% 904 $235K
Portfolio Design Labs, LLC 0.04% Reduce -1.0% 890 $231K
Oxbow Advisors, LLC 0.02% No change 883 $229K
Transcend Capital Advisors, LLC 0.02% Reduce -63.8% 883 $229K
Sunbelt Securities, Inc. 0.02% Reduce -2.2% 880 $228K
Childress Capital Advisors, LLC 0.04% Reduce -5.8% 871 $226K
TRUE Private Wealth Advisors 0.02% Add +5.7% 870 $226K
Hilltop Holdings Inc. 0.01% Reduce -4.1% 869 $226K
Prospera Financial Services Inc 0.00% Reduce -7.5% 865 $225K
Compound Planning, Inc. 0.01% Reduce -30.1% 863 $224K
B. Riley Wealth Advisors, Inc. 0.01% New 863 $224K
Crestmont Private Wealth LLC 0.07% Reduce -20.2% 860 $223K
Strategic Blueprint, LLC 0.01% Add +11.0% 860 $223K
Westco Advisory Services Inc. 0.14% — 850 $221K
Founders Capital Management 0.11% No change 850 $221K
Rothschild Wealth LLC 0.02% New 849 $220K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.9% 848 $220K
True North Advisors, LLC 0.03% Reduce -6.6% 845 $219K
CIBC Private Wealth Group LLC 0.00% Add +9.2% 844 $219K
Wesbanco Bank Inc. 0.01% Reduce -0.2% 839 $218K
Wedbush Securities Inc. 0.01% Add +17.6% 835 $217K
M&G PLC 0.00% Add +10.5% 834 $217K
Richwood Investment Advisors, LLC 0.16% Reduce -2.6% 753 $216K
Fisher Asset Management 0.00% Add +9.9% 833 $216K
Forvis Mazars Wealth Advisors, LLC 0.00% Reduce -53.4% 833 $216K
Zions Bancorporation, National Association 0.01% Add +1306.8% 830 $215K
Petix & Botte Co 0.05% Add +8.4% 828 $215K
Pinnacle Associates Ltd. 0.00% Reduce -2.4% 825 $214K
Aprio Wealth Management, LLC 0.01% New 815 $212K
Godsey & Gibb, Inc. 0.02% No change 813 $211K
Patton Fund Management, Inc. 0.03% Add +6.3% 805 $209K
Viewpoint Investment Partners Corp. 0.10% New 800 $208K
Wellington Shields & Co., LLC 0.05% No change 800 $208K
Signature Estate & Investment Advisors LLC 0.00% Reduce -0.3% 800 $208K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -16.1% 796 $207K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.00% Reduce -0.9% 795 $206K
L2 Asset Management, LLC 0.03% Add +7.0% 794 $206K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +8.2% 790 $205K
Mather Group, Llc. 0.00% Add +0.1% 777 $202K
Private Trust Co. NA 0.02% Reduce -57.6% 775 $201K
Bridgewater Associates 0.00% New 774 $201K
Strive Financial Group ,LLC 0.11% — 773 $201K
Clearstead Advisors, LLC 0.00% Add +33.8% 745 $193K
Payden & Rygel 0.01% No change 740 $192K
Center for Financial Planning, Inc. 0.02% Add +15.7% 736 $191K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -100.0% 728 $189K
Pingora Partners LLC 0.11% No change 700 $182K
Cetera Trust Company, N.A 0.09% Reduce -16.1% 680 $176K
Evermay Wealth Management LLC 0.02% Add +63.1% 659 $171K
S.A. Mason LLC 0.06% Add +1.1% 632 $164K
Virtus Investment Advisers, LLC 0.04% Add +0.8% 622 $161K
AdvisorNet Financial, Inc 0.01% Reduce -6.0% 608 $158K
Larson Financial Group LLC 0.01% Reduce -9.7% 597 $155K
HM Payson & Co. 0.00% No change 568 $147K
Exchange Traded Concepts, LLC 0.00% Reduce -88.3% 566 $147K
Westside Investment Management, Inc. 0.02% New 549 $142K
Plante Moran Financial Advisors, LLC 0.01% Reduce -0.2% 541 $140K
Quarry LP 0.02% New 531 $138K
Grove Bank & Trust 0.02% No change 530 $138K
Sound Income Strategies, LLC 0.01% Reduce -1.5% 465 $137K
TOWER TRUST & INVESTMENT Co 0.08% No change 506 $131K
EverSource Wealth Advisors, LLC 0.00% Reduce -63.8% 496 $129K
Physician Wealth Advisors, Inc. 0.02% Add +7.4% 496 $129K
Ancora Advisors LLC 0.00% Add +13.4% 491 $127K
Cromwell Holdings LLC 0.07% No change 487 $126K
Dynamic Wealth Strategies, LLC 0.07% Add +39.5% 484 $126K
Versant Capital Management, Inc 0.02% Reduce -16.6% 478 $124K
Lanark Financial, Inc. 0.01% Reduce -3.7% 468 $122K
Caitong International Asset Management Co., Ltd 0.03% Add +45500.0% 456 $118K
CYBER HORNET ETFs LLC 0.07% Add +5.3% 454 $118K
Dagco, Inc. 0.03% Reduce -30.7% 451 $117K
Golden State Wealth Management, LLC 0.01% Add +147.0% 447 $116K
Eurizon SLJ Capital Ltd 0.05% — 445 $115K
DV Trading LLC 0.01% — 414 $107K
Silvant Capital Management LLC 0.00% No change 414 $107K
Hartford Financial Management Inc. 0.03% No change 412 $107K
Covestor Ltd 0.06% Reduce -13.7% 403 $105K
Walsh & Associates, LLC 0.10% — 398 $103K
Pflug Koory, LLC 0.05% No change 397 $103K
Sentry Investment Management LLC 0.07% No change 389 $101K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -1.3% 370 $100K
Global X Japan Co., Ltd. 0.01% Reduce -14.1% 378 $98K
Pacific Center for Financial Services 0.02% No change 336 $97K
Kohmann Bosshard Financial Services, LLC 0.01% New 366 $95K
Gen-Wealth Partners Inc 0.03% Reduce -53.5% 360 $93K
Hoertkorn Richard Charles 0.04% No change 357 $93K
Hazlett, Burt & Watson, Inc. 0.03% Add +21.8% 352 $91K
Hanson & Doremus Investment Management 0.01% No change 339 $88K
Sherman Asset Management, Inc. 0.07% No change 338 $88K
Rosenberg Matthew Hamilton 0.02% Reduce -21.4% 327 $85K
Atlantic Union Bankshares Corp 0.00% Reduce -7.4% 327 $85K
JFS Wealth Advisors, LLC 0.00% No change 323 $84K
Keating Financial Advisory Services, Inc. 0.01% — 320 $83K
Parkside Financial Bank & Trust 0.01% Add +7.8% 319 $83K
Global Wealth Strategies & Associates 0.02% Reduce -1.3% 317 $82K
Garton & Associates Financial Advisors LLC 0.05% — 314 $81K
Deseret Mutual Benefit Administrators 0.03% Add +14.8% 310 $80K
Intact Investment Management Inc. 0.00% New 300 $78K
City State Bank 0.02% Reduce -19.1% 296 $77K
IMA Advisory Services, Inc. 0.01% Add +4.8% 284 $74K
Byrne Asset Management LLC 0.04% New 277 $72K
Bank of New Hampshire 0.02% No change 270 $70K
Archer Investment Corp 0.02% No change 267 $69K
Triumph Capital Management 0.01% New 267 $69K
Capital Advisors, Ltd. LLC 0.01% Add +50.6% 265 $69K
Navalign, LLC 0.02% New 260 $68K
Caldwell Trust Co 0.01% No change 260 $67K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +786.2% 257 $67K
Fairscale Capital, LLC 0.04% New 253 $66K
Spire Wealth Management 0.00% Add +5.9% 253 $66K
Scarborough Advisors, LLC 0.01% Add +1.2% 248 $64K
Boyd Watterson Asset Management LLC 0.02% No change 240 $62K
CENTRAL TRUST Co 0.00% No change 236 $61K
Summit Securities Group LLC 0.01% Reduce -14.0% 234 $61K
Advocate Investing Services LLC 0.05% — 227 $59K
Financial Perspectives, Inc 0.02% Add +0.5% 223 $58K
DV Equities, LLC 0.01% — 220 $57K
Bellevue Asset Management, LLC 0.02% Reduce -13.9% 217 $56K
Pinnacle Wealth Planning Services, Inc. 0.01% New 217 $56K
GHP Investment Advisors, Inc. 0.00% No change 213 $55K
CoreCap Advisors, LLC 0.00% Reduce -62.9% 211 $55K
Avalon Trust Co 0.00% Reduce -1.0% 199 $52K
Essential Partners LLC 0.02% Reduce -84.5% 198 $51K
Harbor Investment Advisory, LLC 0.00% Add +1.0% 197 $51K
Navigoe, LLC 0.03% No change 200 $51K
Basecamp Wealth Advisors LLC 0.01% — 195 $51K
Capital Analysts, LLC 0.00% Add +4.4% 188 $49K
Bridge Generations Wealth Management LLC 0.03% No change 188 $49K
Winch Advisory Services, LLC 0.01% Add +21.4% 187 $48K
Towne Trust Company, N.A 0.01% No change 185 $48K
SHP Wealth Management 0.00% — 180 $47K
Rossby Financial, LCC 0.01% Add +8.0% 176 $46K
CVA Family Office, LLC 0.01% Reduce -12.0% 169 $44K
Delta Asset Management LLC 0.00% No change 168 $44K
Prosperity Bancshares Inc 0.04% — 162 $42K
Reflection Asset Management 0.03% — 152 $39K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +2940.0% 152 $39K
Compass Financial Services Inc 0.02% Reduce -35.2% 149 $39K
JNBA Financial Advisors 0.00% Reduce -53.9% 148 $38K
Knuff & Co LLC 0.01% New 146 $38K
Raiffeisen Bank International AG 0.00% Add +35.2% 142 $37K
LRI Investments, LLC 0.00% No change 141 $37K
Toth Financial Advisory Corp. 0.00% No change 137 $36K
SouthState Bank Corp 0.00% Reduce -4.4% 131 $34K
Parvin Asset Management, LLC 0.03% No change 128 $33K
Millstone Evans Group, LLC 0.02% No change 126 $33K
ORG Partners LLC 0.01% No change 126 $33K
Wealth Enhancement Trust Services, Inc. 0.00% — 125 $32K
Farmers & Merchants Investments Inc. 0.00% No change 119 $31K
Armstrong Advisory Group, Inc. 0.00% No change 118 $31K
Ameriflex Group, Inc. 0.02% Reduce -42.1% 117 $30K
Tradewinds Capital Management, LLC 0.01% No change 114 $30K
Centerpoint Advisors, LLC 0.01% Reduce -0.9% 111 $29K
Cornerstone Planning Group LLC 0.00% Reduce -99.2% 99 $27K
GW&K Investment Management, LLC 0.00% Reduce -1.0% 103 $27K
Manchester Capital Management LLC 0.00% Reduce -24.8% 103 $27K
Bayban 0.02% — 100 $26K
Cypress Capital Management LLC (WY) 0.02% No change 96 $25K
True Wealth Design, LLC 0.01% Reduce -73.5% 96 $25K
TD Waterhouse Canada Inc. 0.00% Reduce -97.8% 93 $24K
Smithfield Trust Co 0.00% No change 92 $24K
Harvest Fund Management Co., Ltd 0.00% No change 93 $24K
Quent Capital, LLC 0.00% Reduce -27.6% 92 $24K
Elyxium Wealth, LLC 0.01% New 90 $23K
Glen Eagle Advisors, LLC 0.00% No change 90 $23K
Harbor Asset Planning, Inc. 0.02% No change 86 $22K
Turning Point Benefit Group, Inc. 0.01% Add +7.5% 86 $22K
TCTC Holdings, LLC 0.00% No change 86 $22K
Prestige Wealth Management Group LLC 0.00% Reduce -96.8% 75 $19K
WHI TRUST Co LLC 0.01% — 74 $19K
MV Capital Management, Inc. 0.00% Reduce -13.3% 72 $19K
SageView Advisory Group, LLC 0.00% New 71 $18K
McIlrath & Eck, LLC 0.00% No change 68 $18K
Dorato Capital Management 0.01% — 61 $18K
Hilltop National Bank 0.00% No change 65 $17K
Wellington Shields Capital Management, LLC 0.00% No change 65 $17K
Kemnay Advisory Services Inc. 0.00% New 63 $16K
Friedenthal Financial 0.01% No change 61 $16K
Quattro Advisors LLC 0.01% — 60 $16K
CoreFirst Bank & Trust 0.01% No change 60 $16K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -34.4% 59 $15K
West Branch Capital LLC 0.00% No change 57 $15K
GoalVest Advisory LLC 0.00% New 54 $14K
SOA Wealth Advisors, LLC. 0.00% No change 54 $14K
Heritage Wealth Advisors 0.00% Add +2.0% 52 $13K
Swiss Re Ltd. 0.00% — 51 $13K
Planning Project LLC 0.00% — 49 $13K
Bruce G. Allen Investments, LLC 0.01% No change 48 $12K
Truvestments Capital LLC 0.00% No change 47 $12K
Asset Dedication, LLC 0.00% Reduce -45.8% 45 $12K
Activest Wealth Management 0.00% Reduce -31.3% 44 $11K
Washington Trust Advisors, Inc. 0.00% Add +37.5% 44 $11K
DecisionPoint Financial, LLC 0.00% No change 41 $11K
Park Place Capital Corp 0.00% No change 40 $10K
Oakworth Capital, Inc. 0.00% New 38 $10K
Addison Advisors LLC 0.00% Reduce -15.9% 37 $10K
Fortitude Family Office, LLC 0.00% No change 37 $10K
Financial Avengers, Inc. 0.00% Add +2.9% 36 $9K
High Note Wealth, LLC 0.00% Add +40.0% 35 $9K
Howard Hughes Medical Institute 0.01% No change 34 $9K
Rialto Wealth Management, LLC 0.00% No change 34 $9K
Crewe Advisors LLC 0.00% Reduce -37.0% 34 $9K
Bell Investment Advisors, Inc 0.00% Reduce -19.5% 33 $9K
Vermillion & White Wealth Management Group, LLC 0.00% New 33 $9K
Ogorek Anthony Joseph /NY/ 0.00% Add +22.2% 33 $8K
McGuire Capital Advisors Inc. 0.00% — 29 $8K
1620 Investment Advisors, Inc. 0.01% No change 29 $8K
SJS Investment Consulting Inc. 0.00% Reduce -87.1% 27 $7K
NBT Bank, N.A. 0.00% No change 27 $7K
Manitou Investment Management Ltd. 0.00% No change 27 $7K
Wilkerson Advisory Group LLC 0.00% — 25 $6K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $6K
Trust Co 0.00% Reduce -10.7% 25 $6K
IMG Wealth Management, Inc. 0.00% Add +33.3% 24 $6K
Vision Retirement, LLC 0.00% — 24 $6K
Bogart Wealth, LLC 0.00% Reduce -11.1% 24 $6K
Avion Wealth 0.00% Reduce -49.0% 25 $6K
Sachetta, LLC 0.00% Reduce -30.3% 23 $6K
Raffa Wealth Management, LLC 0.00% No change 23 $6K
Quest 10 Wealth Builders, Inc. 0.00% No change 21 $5K
Financial Management Professionals, Inc. 0.00% Reduce -30.0% 21 $5K
Bravera Wealth 0.00% — 20 $5K
DT Investment Partners, LLC 0.00% No change 20 $5K
North Star Investment Management Corp. 0.00% Reduce -9.1% 20 $5K
IFC & Insurance Marketing, Inc. 0.01% — 18 $5K
Motiv8 Investments LLC 0.00% New 19 $5K
Valley National Advisers Inc. 0.00% Reduce -34.3% 23 $5K
Dogwood Wealth Management LLC 0.00% Reduce -50.0% 19 $5K
Leonteq Securities AG 0.00% Reduce -38.7% 19 $5K
Dunhill Financial, LLC 0.00% Add +46.1% 19 $5K
City Holding Co. 0.00% No change 18 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 17 $4K
Fairman Group, LLC 0.00% New 17 $4K
Wolff Wiese Magana LLC 0.00% No change 17 $4K
Anchor Investment Management, LLC 0.00% No change 17 $4K
Abound Wealth Management 0.00% No change 16 $4K
Salomon & Ludwin, LLC 0.00% Reduce -87.8% 16 $4K
Aspect Partners, LLC 0.00% Reduce -69.2% 16 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 15 $4K
Cornerstone Financial Management LLC 0.00% — 14 $4K
Root Financial Partners, LLC 0.00% Reduce -6.7% 14 $4K
Red Tortoise LLC 0.00% No change 13 $3K
Kilter Group LLC 0.00% Reduce -26.7% 11 $3K
Clearstead Trust, LLC 0.00% Reduce -45.0% 11 $3K
Steigerwald, Gordon & Koch Inc. 0.00% No change 11 $3K
SWAN Capital LLC 0.00% No change 10 $3K
Fortis Group Advisors, LLC 0.00% No change 10 $3K
J.Safra Asset Management Corp 0.00% No change 10 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -37.5% 10 $3K
PFS Partners, LLC 0.00% No change 8 $2K
Legacy Bridge, LLC 0.00% No change 8 $2K
Atlas Capital Advisors Inc. 0.00% — 8 $2K
Coston, McIsaac & Partners 0.00% No change 8 $2K
Highline Wealth Partners LLC 0.00% Reduce -45.5% 6 $2K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 6 $2K
TFC Financial Management, Inc. 0.00% Reduce -25.0% 6 $2K
Barnes Dennig Private Wealth Management LLC 0.00% Reduce -76.2% 5 $1K
Key Capital Management, INC 0.00% — 5 $1K
Wealth Watch Advisors, INC 0.00% Reduce -95.8% 5 $1K
Mascoma Wealth Management LLC 0.00% New 5 $1K
Albion Financial Group 0.00% No change 5 $1K
Signature Equity Partners, LLC 0.00% — 4 $1K
Nova Wealth Management, Inc. 0.00% No change 4 $1K
Financial Network Wealth Advisors LLC 0.00% No change 4 $1K
Greenline Wealth Management LLC 0.00% — 4 $1K
Signature Resources Capital Management, LLC 0.00% No change 4 $1K
American Capital Advisory, LLC 0.00% Add +100.0% 4 $1K
Legacy Wealth Managment, LLC 0.00% No change 4 $1K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Cedar Mountain Advisors, LLC 0.00% No change 4 $1K
Key Financial Inc 0.00% No change 4 $1K
Winthrop Capital Management, LLC 0.00% Add +25.0% 5 $1K
Winnacle Wealth LLC 0.00% Add +200.0% 3 $780
1015 Capital Partners, LLC 0.00% — 3 $779
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $779
Valued Wealth Advisors LLC 0.00% No change 3 $779
Nvwm, LLC 0.00% Reduce -40.0% 3 $779
Quaker Wealth Management, LLC 0.00% Add +200.0% 3 $779
Bare Financial Services, Inc 0.00% Reduce -86.4% 3 $779
United Financial Planning Group LLC 0.00% New 2 $519
Breakwater Investment Management 0.00% No change 2 $519
Elevated Capital Advisors, LLC 0.00% New 2 $519
Country Trust Bank 0.00% No change 2 $519
Strategic Wealth Partners, Ltd. 0.00% Reduce -95.2% 2 $519
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 1 $272
NorthAvenue LLC 0.00% — 1 $260
Aventura Private Wealth, LLC 0.00% No change 1 $260
First Horizon Corp. 0.00% No change 1 $260
Litman Gregory Wealth Management LLC 0.00% New 1 $260
Private Wealth Asset Management, LLC 0.00% No change 1 $260
Hughes Financial Services, LLC 0.00% Reduce -92.9% 1 $260
Union Bancaire Privee, UBP SA 0.00% No change 5,500 $204
Estate Planners Group, LLC 0.00% — 1 $136

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