Public StoragePSA

13F holders, Q2 2026 (June 30)
1,127holders +35
118new positions
84sold out
8famous investors
$317.87avg. 13F price*

At the end of Q2 2026, 1,127 institutions reported holding Public Storage (PSA) in their 13F filings, up 35 from Q1 2026. 118 opened new positions and 84 sold out. The largest holders were BlackRock, Inc. ($5.5B), Vanguard Portfolio Management LLC ($4.3B) and Vanguard Capital Management LLC ($3.3B). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions118$81.4M
Exits84$108.2M

All 13F filers, Q1 2026 → Q2 2026: 9,654,046 shares bought and 5,777,491 shares sold, net +3,876,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,127 holders

BlackRock, Inc. 0.08% Add +3.1% 17,263,289 $5.5B
Vanguard Portfolio Management LLC 0.20% Add +0.5% 13,608,702 $4.3B
Vanguard Capital Management LLC 0.07% Add +0.6% 10,322,146 $3.3B
State Street Corp. 0.10% Reduce -1.0% 10,133,791 $3.2B
Capital International Investors 0.63% Add +49.3% 9,498,439 $3.0B
T. Rowe Price Associates Inc. 0.18% Add +1.3% 5,716,404 $1.8B
Cohen & Steers, Inc. 2.64% Add +18.8% 5,238,349 $1.7B
Norges Bank 0.14% — 4,341,196 $1.4B
Geode Capital Management, LLC 0.07% Add +1.0% 4,263,663 $1.4B
Charles Schwab Investment Management Inc. 0.14% Add +3.4% 3,319,405 $1.1B
JPMorgan Chase & Co. 0.06% Reduce -17.6% 3,152,507 $1.0B
FMR LLC 0.04% Reduce -14.8% 3,082,787 $981.3M
Invesco Ltd. 0.06% Add +63.3% 2,532,848 $806.2M
Dimensional Fund Advisors LP 0.13% Add +0.0% 2,281,126 $726.1M
Northern Trust Corp. 0.08% Reduce -1.2% 2,281,133 $726.1M
APG Asset Management US Inc. 4.76% Add +0.4% 2,103,577 $679.5M
Morgan Stanley 0.03% Add +10.7% 2,020,731 $643.2M
Legal & General Group Plc 0.13% Add +1.3% 1,890,140 $601.7M
Clearbridge Investments, LLC 0.49% Reduce -0.6% 1,866,427 $594.1M
Barrow Hanley Mewhinney & Strauss LLC 1.69% Reduce -6.7% 1,755,849 $558.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -0.7% 1,623,950 $516.9M
Capital Research Global Investors 0.06% Add +10.4% 1,332,781 $424.2M
Wellington Management Group LLP 0.07% Reduce -8.5% 1,329,880 $423.3M
Deutsche Bank AG 0.12% Add +89.6% 1,259,073 $400.8M
Ameriprise Financial Inc. 0.08% Reduce -1.7% 1,209,301 $381.6M
Centersquare Investment Management LLC 3.25% Reduce -0.7% 1,196,628 $380.9M
1832 Asset Management L.P. 0.41% Add +22.7% 1,056,860 $336.4M
Bank of America Corp. 0.02% Add +39.2% 1,046,348 $333.1M
Bank of New York Mellon Corp 0.05% Add +0.9% 1,010,960 $321.8M
Royal Bank of Canada 0.05% Add +12.9% 1,006,865 $320.5M
Daiwa Securities Group Inc. 0.66% Add +3.4% 921,044 $293.2M
Vanguard Fiduciary Trust Co. 0.06% Reduce -0.3% 889,434 $283.1M
UBS Group AG 0.04% Add +28.5% 876,679 $279.1M
Goldman Sachs Group Inc. 0.03% Reduce -23.0% 830,839 $264.5M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -4.1% 806,171 $256.6M
Nuveen, LLC 0.06% Reduce -9.0% 746,830 $237.7M
Russell Investments Group, Ltd. 0.19% Add +35.3% 682,363 $217.5M
Duff & Phelps Investment Management Co. 1.92% Add +15.7% 640,120 $203.8M
HSBC Holdings PLC 0.09% Add +11.9% 614,852 $195.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +6.4% 517,516 $164.7M
Wells Fargo & Company 0.03% Add +24.2% 503,302 $160.2M
Citigroup Inc. 0.07% Add +0.7% 492,893 $156.9M
Lasalle Investment Management Securities LLC 5.25% Reduce -4.4% 463,395 $147.5M
CANADA LIFE ASSURANCE Co 0.23% Reduce -5.5% 462,785 $147.1M
Amundi 0.04% Reduce -16.5% 459,397 $146.2M
Swiss National Bank 0.07% Reduce -3.9% 445,600 $141.8M
Montrusco Bolton Investments Inc. 2.16% Reduce -15.3% 438,832 $139.7M
American Century Companies Inc. 0.06% Add +3.9% 410,684 $130.7M
Aberdeen Group plc 0.18% Add +22.4% 409,867 $130.5M
BNP Paribas Financial Markets 0.06% Add +38.4% 380,081 $121.0M
Raymond James Financial Inc. 0.03% Add +26.5% 358,585 $114.1M
HighTower Advisors, LLC 0.11% Reduce -2.7% 345,237 $109.9M
Vanguard Global Advisers, LLC 0.05% Reduce -1.3% 341,004 $108.5M
Bank Julius Baer & Co. Ltd, Zurich 0.27% Add +1.6% 321,554 $102.7M
Nomura Asset Management Co. Ltd. 0.21% Add +3.9% 311,235 $99.1M
Sei Investments Co. 0.09% Add +5.1% 309,842 $98.6M
Rhumbline Advisers 0.07% Reduce -2.4% 308,740 $98.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.07% Add +11.9% 307,356 $97.8M
California Public Employees Retirement System 0.05% Reduce -22.1% 303,876 $96.7M
Canada Pension Plan Investment Board 0.05% Reduce -1.8% 302,496 $96.3M
Asset Management One Co., Ltd. 0.24% Add +0.8% 297,835 $94.8M
Nomura Asset Management International Inc. 0.14% Reduce -0.4% 292,155 $93.0M
National Pension Service 0.06% Reduce -0.1% 275,622 $87.7M
Schroder Investment Management Group 0.06% Add +11.2% 269,800 $87.5M
Barclays PLC 0.03% Reduce -44.4% 249,400 $79.4M
Public Employees Retirement System of Ohio 0.23% Reduce -3.6% 249,069 $79.3M
California State Teachers Retirement System 0.07% Reduce -3.9% 243,593 $77.5M
Baron Capital (BAMCO) 0.12% Reduce -9.7% 241,020 $76.7M
Principal Financial Group Inc. 0.04% Add +2.3% 240,059 $76.4M
Envestnet Asset Management Inc. 0.02% Add +24.4% 238,796 $76.0M
Prudential Financial Inc. 0.08% Reduce -21.2% 232,636 $74.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.43% Reduce -6.0% 227,857 $72.5M
Alliancebernstein L.P. 0.02% Reduce -8.4% 257,180 $69.7M
Jupiter Topco LLC 0.03% — 218,316 $69.5M
Caisse de depot et placement du Quebec 0.09% Reduce -52.2% 205,286 $65.3M
Capital International, Inc. 0.45% Add +28.5% 199,277 $63.4M
Vanguard Investments Australia, Ltd. 0.15% Add +0.7% 185,186 $58.9M
New York State Common Retirement Fund 0.07% Reduce -5.8% 180,209 $57.4M
Allianz Asset Management GmbH 0.05% Reduce -2.6% 169,649 $54.0M
Quantinno Capital Management LP 0.06% Add +31.7% 164,945 $52.5M
Perpetual Ltd 0.73% Add +2.7% 161,483 $51.4M
LPL Financial LLC 0.01% Add +9.3% 154,213 $49.1M
Macquarie Group Ltd. 0.21% Reduce -0.2% 153,761 $48.9M
Arrowstreet Capital, Limited Partnership 0.02% Add +21.8% 153,515 $48.9M
Gotham Asset Management 0.11% Add +7.7% 153,273 $48.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Add +40.8% 152,908 $48.7M
First Trust Advisors LP 0.03% Reduce -18.5% 152,766 $48.6M
Swedbank AB 0.04% Reduce -12.0% 147,647 $47.0M
KBC Group NV 0.10% Add +10.1% 147,514 $47.0M
Apollo Management Holdings, L.P. 0.75% No change 143,980 $45.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Reduce -19.2% 142,588 $45.3M
State Board of Administration of Florida Retirement System 0.07% Add +1.3% 141,824 $45.1M
State of Tennessee, Department of Treasury 0.13% Reduce -0.1% 140,939 $44.9M
CBRE Investment Management Listed Real Assets LLC 0.61% Reduce -37.5% 137,017 $43.6M
Employees Retirement System of Texas 0.40% Reduce -1.7% 136,358 $43.4M
STRS Ohio 0.16% Add +7.5% 133,882 $42.6M
Van Eck Associates Corp. 0.03% Add +2.5% 132,352 $42.1M
Bank of Montreal 0.02% Add +23.4% 132,352 $42.1M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -53.1% 130,878 $41.7M
Aviva PLC 0.06% Reduce -1.8% 130,672 $41.6M
Great Lakes Advisors, LLC 0.31% Reduce -15.7% 126,457 $40.3M
Neuberger Berman Group LLC 0.03% Reduce -20.0% 125,737 $40.0M
CI Investments Inc. 0.13% Reduce -2.0% 122,343 $38.9M
Retirement Systems of Alabama 0.12% Reduce -0.3% 121,278 $38.6M
Aew Capital Management L P 2.26% Add +7.1% 118,941 $37.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -15.5% 114,575 $36.5M
New York State Teachers Retirement System 0.07% Reduce -4.0% 111,750 $35.6M
SG Americas Securities, LLC 0.02% Add +4.0% 111,012 $35.3M
DekaBank Deutsche Girozentrale 0.06% No change 127,404 $33.9M
Carnegie Investment Counsel 0.68% Reduce -0.4% 111,466 $33.8M
Heitman Real Estate Securities LLC 2.13% Add +0.1% 104,283 $33.2M
Stifel Financial Corp. 0.03% Add +19.3% 102,176 $32.5M
APG Asset Management N.V. 0.08% Add +45.1% 116,108 $32.3M
State of New Jersey Common Pension Fund D 0.11% Reduce -2.2% 101,531 $32.3M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.1% 99,644 $31.7M
Millennium Management 0.02% Add +220.3% 98,056 $31.2M
Janney Montgomery Scott LLC 0.06% Add +13.3% 96,178 $30.6M
State of Alaska, Department of Revenue 0.30% Reduce -1.1% 94,353 $30.0M
Resona Asset Management Co.,Ltd. 0.14% Reduce -1.7% 92,902 $30.0M
SEB Asset Management AB 0.11% Reduce -2.1% 94,313 $30.0M
TD Asset Management Inc 0.03% Reduce -36.2% 91,289 $29.1M
Tredje AP-fonden 0.13% Add +84.5% 90,789 $28.9M
Cetera Investment Advisers 0.03% Add +4.5% 90,255 $28.7M
Storebrand Asset Management As 0.07% Reduce -3.3% 89,015 $28.3M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.8% 87,718 $27.9M
WINTON GROUP Ltd 0.90% New 87,341 $27.8M
Westwood Holdings Group Inc. 0.20% Reduce -25.3% 84,505 $26.9M
State of Wisconsin Investment Board 0.05% Reduce -1.7% 84,152 $26.8M
Flputnam Investment Management Co. 0.31% Reduce -1.3% 82,510 $26.3M
Korea Investment CORP 0.05% Add +23.6% 81,814 $26.0M
Handelsbanken Fonder AB 0.07% Add +11.7% 80,797 $25.7M
Cerity Partners LLC 0.03% Reduce -2.3% 79,452 $25.3M
Victory Capital Management Inc. 0.01% Reduce -0.6% 78,439 $25.0M
Pictet Asset Management Holding SA 0.02% Add +7.7% 77,971 $24.8M
Weil Company, Inc. 4.27% Add +0.2% 76,154 $24.2M
Danske Bank A/S 0.05% Reduce -3.8% 71,623 $22.8M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -2.6% 71,586 $22.8M
Toronto Dominion Bank 0.04% Add +3.8% 71,392 $22.7M
Cullen/Frost Bankers, Inc. 0.22% Add +5.3% 71,365 $22.7M
Artisan Partners Limited Partnership 0.04% Reduce -35.8% 70,818 $22.5M
National Bank of Canada 0.02% Add +34.4% 70,619 $22.5M
Heartland Advisors Inc. 0.98% Reduce -11.9% 69,500 $22.1M
Royal London Asset Management Ltd. 0.04% Add +0.1% 68,983 $22.0M
Citadel Advisors 0.01% Reduce -42.8% 68,141 $21.7M
Treasurer of the State of North Carolina 0.06% Reduce -0.4% 67,317 $21.4M
KLP Kapitalforvaltning As 0.07% Add +11.4% 66,654 $21.2M
Pacer Advisors, Inc. 0.05% Reduce -2.7% 66,289 $21.1M
Rathbones Group PLC 0.08% Add +8.4% 65,645 $20.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +2.5% 65,272 $20.8M
Gillson Capital LP 1.21% Reduce -57.9% 64,597 $20.6M
Corient Private Wealth LP 0.03% Reduce -5.5% 62,376 $19.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +4.0% 61,988 $19.7M
IFM Investors Pty Ltd 0.13% Add +5.2% 60,410 $19.2M
NEOS Investment Management LLC 0.07% Add +13.7% 58,996 $18.8M
Natixis Advisors, LLC 0.02% Add +11.8% 58,371 $18.6M
Soapstone Management L.P. 13.31% Reduce -23.3% 57,500 $18.3M
AQR Capital Management 0.01% Reduce -41.9% 57,642 $18.3M
Scotia Capital Inc. 0.07% Add +33.1% 55,333 $17.6M
Jones Financial Companies LLLP 0.01% Add +7.6% 53,889 $17.5M
Nykredit A/S 0.07% — 54,596 $17.4M
CIBC Bancorp USA Inc. 0.02% Reduce -20.6% 52,760 $16.8M
Credit Agricole S A 0.04% Add +10.9% 52,513 $16.7M
Ensign Peak Advisors, Inc 0.03% Add +33.3% 49,666 $15.8M
Commerce Bank 0.07% Reduce -2.4% 48,588 $15.5M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -53.7% 48,221 $15.3M
State of Michigan Retirement System 0.07% Add +6.0% 46,221 $14.7M
Nissay Asset Management Corp. /Japan 0.06% Add +1.4% 46,053 $14.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -15.5% 45,805 $14.6M
Fifth Third Bancorp 0.02% Reduce -1.3% 45,714 $14.6M
Public Sector Pension Investment Board 0.04% Add +0.5% 45,112 $14.4M
Metis Global Partners, LLC 0.33% Reduce -1.9% 45,006 $14.3M
Czech National Bank 0.08% Add +4.5% 44,970 $14.3M
Cibc World Market Inc. 0.02% Reduce -38.8% 44,816 $14.3M
Edge Wealth Management LLC 2.37% Add +0.1% 44,196 $14.1M
FIL Ltd 0.01% Add +4.1% 44,064 $14.0M
Arizona State Retirement System 0.07% Add +1.3% 43,838 $14.0M
UMB Bank, n.a. 0.17% Reduce -0.4% 43,374 $13.8M
Teacher Retirement System of Texas 0.04% Reduce -64.3% 43,213 $13.8M
Isthmus Partners, LLC 1.32% Reduce -1.3% 43,031 $13.7M
PGGM Investments 0.33% Reduce -63.3% 41,859 $13.3M
MetLife Investment Management, LLC 0.06% Reduce -2.4% 41,304 $13.1M
Uniplan Investment Counsel, Inc. 1.24% Reduce -4.8% 40,314 $12.8M
Franklin Resources Inc. 0.00% Reduce -11.7% 40,211 $12.8M
CWA Asset Management Group, LLC 0.39% Add +0.1% 39,968 $12.7M
USS Investment Management Ltd 0.05% Add +16.8% 39,203 $12.5M
CIBC Asset Management Inc 0.03% Reduce -0.5% 38,390 $12.2M
Federation des caisses Desjardins du Quebec 0.04% Add +7.8% 38,246 $12.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +5.5% 37,788 $12.0M
Davis Selected Advisers 0.05% Reduce -8.5% 37,740 $12.0M
&partners 0.05% Add +12.4% 37,444 $11.9M
UniSuper Management Pty Ltd 0.06% Reduce -22.1% 37,052 $11.8M
Commonwealth Equity Services, LLC 0.01% Reduce -2.6% 36,973 $11.8M
Old National Bancorp 0.23% Add +6.0% 36,888 $11.7M
Van Lanschot Kempen Investment Management N.V. 0.09% Reduce -25.8% 36,573 $11.6M
Chilton Capital Management LLC 0.37% Reduce -2.7% 36,484 $11.6M
Nisa Investment Advisors, LLC 0.04% Reduce -19.3% 36,342 $11.6M
Nordea Investment Management AB 0.01% Add +3.2% 35,407 $11.2M
Baird Financial Group, Inc. 0.02% Add +3.1% 35,069 $11.2M
DNB Asset Management AS 0.03% Add +5.3% 34,624 $11.0M
Woodline Partners LP 0.03% Add +459.9% 34,484 $11.0M
Vestcor Inc 0.27% No change 34,346 $10.9M
Swiss Life Asset Management Ltd 0.05% Reduce -2.4% 34,298 $10.9M
Waverly Advisors, LLC 0.06% Add +1.0% 34,180 $10.9M
Thrivent Financial for Lutherans 0.02% Reduce -4.3% 33,991 $10.8M
Camden National Bank 1.41% Reduce -0.5% 33,910 $10.8M
Columbus Macro, LLC 1.05% Add +4.2% 33,802 $10.8M
US Bancorp \de 0.01% Add +0.3% 33,229 $10.6M
Adelante Capital Management LLC 0.68% Reduce -7.7% 245,064 $10.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.9% 32,439 $10.3M
Calamos Advisors LLC 0.05% Reduce -1.8% 31,363 $10.0M
Nomura Holdings Inc. 0.04% Add +37.0% 31,050 $9.9M
Xponance LLC 0.06% Reduce -0.9% 30,964 $9.9M
Osaic Holdings, Inc. 0.01% Add +9.9% 30,902 $9.8M
Dakota Wealth Management 0.19% Add +13.7% 30,890 $9.8M
Seven Post Investment Office LP 2.78% Add +0.9% 30,780 $9.8M
Bank of Nova Scotia 0.01% Reduce -17.8% 30,621 $9.7M
Creative Planning 0.01% Add +16.5% 30,471 $9.7M
Stephens Inc. 0.11% Add +2.2% 29,730 $9.5M
Amalgamated Bank 0.07% Add +1.5% 29,802 $9.5M
Wealthfront Advisers LLC 0.02% Add +1.2% 29,758 $9.5M
New Age Alpha Advisors, LLC 0.39% Reduce -0.1% 29,182 $9.3M
ProShare Advisors LLC 0.01% Add +2.5% 28,999 $9.2M
Edgemoor Investment Advisors, Inc. 0.63% Add +0.1% 28,964 $9.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -63.2% 28,352 $9.1M
Equitable Trust Co. 0.38% Reduce -1.5% 28,416 $9.0M
Erste Asset Management GmbH 0.07% Reduce -1.8% 27,800 $9.0M
O'shaughnessy Asset Management, LLC 0.04% Reduce -16.6% 28,283 $9.0M
Guggenheim Capital LLC 0.06% Reduce -2.6% 27,157 $8.6M
Natixis 0.04% Reduce -55.4% 26,942 $8.6M
Lido Advisors, LLC 0.03% Add +1153.6% 26,740 $8.5M
Sheets Smith Wealth Management 0.85% Reduce -0.8% 26,610 $8.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Add +15.6% 26,610 $8.5M
Franklin, Parlapiano, Turner & Welch, LLC 1.91% Reduce -0.7% 26,573 $8.5M
Rakuten Investment Management, Inc. 0.02% Add +10.2% 25,841 $8.4M
Susquehanna International Group, LLP 0.01% Add +20.5% 25,982 $8.3M
Clifford Swan Investment Counsel LLC 0.27% No change 25,918 $8.2M
Fiduciary Trust Co 0.09% Reduce -7.0% 25,801 $8.2M
Trajan Wealth LLC 0.31% Add +31.9% 25,659 $8.2M
Verition Fund Management LLC 0.06% Add +105.0% 25,572 $8.1M
Mackenzie Financial Corp. 0.01% Add +18.0% 25,512 $8.1M
Voloridge Investment Management, LLC 0.03% New 24,891 $7.9M
GSI Capital Advisors LLC 3.73% Add +1.6% 24,831 $7.9M
Voya Investment Management LLC 0.01% Reduce -4.5% 24,763 $7.9M
Tompkins Financial Corp. 0.54% Reduce -1.4% 24,022 $7.6M
Massachusetts Financial Services Co. 0.00% Reduce -96.9% 24,001 $7.6M
Utah Retirement Systems 0.07% Reduce -6.5% 23,996 $7.6M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -2.1% 23,807 $7.6M
Rothschild Investment LLC 0.28% Add +0.9% 23,726 $7.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +8.9% 23,696 $7.5M
New York Life Investment Management LLC 0.05% Add +0.4% 23,587 $7.5M
Advocate Group LLC 1.13% Add +7.6% 23,543 $7.5M
Captrust Financial Advisors 0.01% Reduce -4.4% 23,437 $7.5M
Eastover Investment Advisors LLC 2.94% Add +2.0% 23,416 $7.5M
Pensionfund PDN 3.83% No change 23,389 $7.4M
Aptus Capital Advisors, LLC 0.05% Reduce -31.5% 23,090 $7.3M
Bank of Nova Scotia Trust Co. 0.61% Add +38.5% 23,089 $7.3M
Ellsworth Advisors, LLC 1.21% Add +6.2% 23,310 $7.3M
Truist Financial Corp. 0.01% Add +0.7% 22,898 $7.3M
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 22,865 $7.3M
ASR Vermogensbeheer N.V. 0.07% Add +359.6% 22,849 $7.3M
Tidal Investments LLC 0.02% Add +5.4% 22,673 $7.2M
Yousif Capital Management, LLC 0.08% Reduce -5.0% 22,667 $7.2M
Mercer Global Advisors Inc. 0.01% Reduce -1.7% 21,815 $6.9M
Hantz Financial Services, Inc. 0.09% Add +2.1% 21,615 $6.9M
Knights of Columbus Asset Advisors LLC 0.34% Add +14.0% 21,213 $6.8M
Osterweis Capital Management Inc. 0.36% Reduce -73.4% 20,963 $6.7M
Candriam S.C.A. 0.03% Reduce -4.6% 20,096 $6.4M
Public Employees Retirement Association of Colorado 0.02% Reduce -1.1% 19,858 $6.3M
Sanctuary Advisors, LLC 0.03% Add +15.3% 19,847 $6.3M
M&T Bank Corp 0.02% Reduce -0.7% 19,786 $6.3M
Pring Turner Capital Group Inc. 3.60% Add +0.7% 19,205 $6.3M
Oregon Public Employees Retirement Fund 0.07% Add +7.7% 19,501 $6.2M
Rockefeller Capital Management L.P. 0.01% Add +0.5% 19,488 $6.2M
D. E. Shaw & Co. 0.00% New 19,231 $6.1M
Vinva Investment Management Ltd 0.04% Add +17.1% 18,858 $6.1M
Advisors Asset Management, Inc. 0.09% Add +15.3% 19,198 $6.1M
Sequoia Financial Advisors, LLC 0.03% Add +1.0% 18,914 $6.0M
Rafferty Asset Management, LLC 0.01% Add +28.3% 18,886 $6.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.3% 18,617 $5.9M
Hamilton Capital Partners Inc. 0.17% Add +4.0% 18,645 $5.9M
Andra AP-fonden 0.07% Reduce -19.1% 18,310 $5.8M
MAI Capital Management 0.02% Add +4.5% 17,989 $5.7M
Baker Ellis Asset Management LLC 0.59% Reduce -2.1% 17,832 $5.7M
Focus Partners Wealth 0.01% Add +19.2% 17,631 $5.6M
OP Asset Management Ltd 0.06% Reduce -39.5% 17,179 $5.5M
Savant Capital, LLC 0.02% Add +421.0% 17,240 $5.4M
1834 Investment Advisors Co. 0.61% Add +3.3% 16,941 $5.4M
Bragg Financial Advisors, Inc 0.14% Add +58.3% 16,758 $5.3M
Norinchukin Bank, The 0.05% Reduce -0.8% 16,650 $5.3M
Benjamin Edwards Inc. 0.05% Add +25.3% 16,577 $5.3M
Graham Capital Management, L.P. 0.20% Add +81.6% 16,423 $5.2M
Mutual of America Capital Management LLC 0.05% Reduce -3.0% 16,288 $5.2M
MML Investors Services, LLC 0.01% Add +51.4% 16,064 $5.1M
Te Ahumairangi Investment Management Ltd 0.81% Reduce -13.8% 15,856 $5.0M
Investment Management Corp of Ontario 0.06% Reduce -7.3% 15,776 $5.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.0% 15,731 $5.0M
Northwest Bancshares, Inc. 0.89% Add +1.1% 15,543 $4.9M
NewEdge Advisors, LLC 0.01% Add +3.3% 15,493 $4.9M
Colonial Trust Advisors 0.34% Reduce -0.4% 15,171 $4.8M
Siemens Fonds Invest GmbH 0.24% Add +0.4% 15,063 $4.8M
Kestra Advisory Services, LLC 0.02% Reduce -17.4% 14,955 $4.8M
Groupe la Francaise 0.06% New 14,916 $4.7M
Stablepoint Partners, LLC 0.65% Add +1.1% 14,745 $4.7M
Allstate Corp. 0.05% Add +59.3% 14,712 $4.7M
Legacy Financial Independent Advisors LLC 2.20% Add +2.9% 14,684 $4.7M
Avanza Fonder AB 0.10% Add +1.9% 14,562 $4.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +1.3% 14,440 $4.6M
D.A. Davidson & Co. 0.03% Reduce -1.5% 14,437 $4.6M
Ethic Inc. 0.06% Add +4.5% 14,016 $4.5M
Third View Private Wealth, LLC 0.55% Reduce -4.1% 13,935 $4.4M
TCW Group Inc. 0.03% Reduce -0.2% 13,866 $4.4M
Naviter Wealth, LLC 0.40% Add +24.4% 13,861 $4.4M
Osmosis Investment Management UK Ltd 0.20% Reduce -25.9% 13,856 $4.4M
GAM Holding AG 0.34% Reduce -0.6% 13,787 $4.4M
Horizon Investments, LLC 0.05% Reduce -31.6% 13,627 $4.3M
Fuller & Thaler Asset Management, Inc. 0.01% Add +0.5% 13,143 $4.2M
SGL Investment Advisors, Inc. 1.42% Reduce -1.7% 12,560 $4.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.10% Reduce -3.0% 12,754 $4.1M
Masterton Capital Management, LP 3.43% Reduce -36.4% 12,714 $4.0M
Azimuth Capital Investment Management LLC 0.14% Add +1.1% 12,681 $4.0M
Stiles Financial Services Inc 0.99% Add +2.5% 12,433 $4.0M
Mizuho Securities USA LLC 0.06% Add +29.5% 12,369 $3.9M
Teachers Retirement System of the State of Kentucky 0.03% No change 12,273 $3.9M
Gulf International Bank (UK) Ltd 0.08% Reduce -1.7% 11,997 $3.8M
Inspire Investing, LLC 0.15% Add +12.3% 11,589 $3.7M
Edgestream Partners, L.P. 0.11% Reduce -33.3% 11,572 $3.7M
Gould Capital, LLC 2.02% Add +1.1% 11,412 $3.6M
Pensionfund Sabic 3.85% No change 11,313 $3.6M
Private Capital Management, LLC 0.32% Add +9.8% 11,200 $3.6M
First Nebraska Trust Co 0.29% Add +1.4% 11,172 $3.6M
Eurizon Capital SGR S.p.A. 0.01% Reduce -8.4% 11,154 $3.6M
Capital Investment Counsel, LLC 0.44% Add +2.3% 11,068 $3.5M
Saudi Central Bank 0.05% Add +89.7% 11,059 $3.5M
Vanderbilt University 0.47% Add +37.1% 10,771 $3.4M
Walled Lake Planning & Wealth Management, LLC 0.85% Add +2.0% 10,547 $3.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -60.0% 10,353 $3.3M
Arax Advisory Partners 0.02% Add +109.7% 10,319 $3.3M
Empowered Funds, LLC 0.02% Add +84.0% 10,247 $3.3M
B&I Capital AG 7.13% Reduce -86.4% 10,150 $3.2M
Kestra Private Wealth Services, LLC 0.04% Add +33.7% 10,065 $3.2M
Longfellow Investment Management Co. LLC 0.65% Reduce -25.0% 9,997 $3.2M
Kentucky Retirement Systems 0.08% Reduce -16.4% 9,971 $3.2M
Abn Amro Investment Solutions 0.03% Add +13.9% 9,822 $3.1M
Crossmark Global Holdings, Inc. 0.04% Reduce -2.6% 9,741 $3.1M
BLI - Banque de Luxembourg Investments 0.11% Add +15.8% 9,500 $3.1M
Cape Cod Five Cents Savings Bank 0.25% — 9,630 $3.1M
LYNX Capital Group Ltd. 1.23% Add +3.3% 9,587 $3.1M
Dynamic Advisor Solutions LLC 0.09% Add +11.0% 9,477 $3.0M
Sophron Capital Management L.P. 0.93% Reduce -67.4% 9,424 $3.0M
Allworth Financial LP 0.01% Add +4.3% 9,406 $3.0M
Spartan Wealth Advisory Services LLC 0.24% Add +18.3% 9,403 $3.0M
Dean Investment Associates, LLC 0.39% Reduce -28.8% 9,385 $3.0M
Sowell Financial Services LLC 0.10% Add +3.0% 9,373 $3.0M
Alps Advisors Inc. 0.01% New 9,334 $3.0M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +92.3% 9,184 $2.9M
Oppenheimer Asset Management Inc. 0.03% Add +5.6% 9,156 $2.9M
Capital Management Associates, Inc 0.59% Add +13.0% 9,146 $2.9M
Founders Financial Securities LLC 0.15% Add +10.4% 9,144 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% Add +26.5% 9,085 $2.9M
Systematic Alpha Investments, LLC 0.08% No change 9,030 $2.9M
Keybank National Association 0.01% Reduce -8.6% 9,006 $2.9M
Steward Partners Investment Advisory, LLC 0.01% Reduce -38.0% 8,960 $2.9M
Pathstone Holdings, LLC 0.01% Add +7.0% 8,934 $2.8M
Raiffeisen Bank International AG 0.03% Add +153.3% 8,726 $2.8M
Beacon Pointe Advisors, LLC 0.01% Reduce -17.1% 8,890 $2.8M
Vident Advisory, LLC 0.02% Reduce -2.3% 8,841 $2.8M
Sigma Investment Counselors Inc. 0.14% Reduce -7.7% 8,820 $2.8M
Hartford Investment Management Co. 0.08% Reduce -3.4% 8,702 $2.8M
Orion Porfolio Solutions, LLC 0.02% Add +30.8% 8,599 $2.7M
Maryland State Retirement & Pension System 0.05% Add +9.6% 8,575 $2.7M
AG2R La Mondiale Gestion D'actifs 0.10% Add +5.5% 8,363 $2.7M
Johnson Financial Group, Inc. 0.09% Add +9.5% 8,362 $2.7M
OMERS ADMINISTRATION Corp 0.02% Add +12.8% 8,325 $2.6M
Louisiana State Employees Retirement System 0.04% Add +1.3% 8,100 $2.6M
Summit Trail Advisors, LLC 0.03% Add +8.0% 8,071 $2.6M
Regatta Capital Group, LLC 0.34% Add +5.3% 8,002 $2.5M
Spirit of America Management Corp. 0.48% No change 7,925 $2.5M
Fideuram Asset Management (Ireland) dac 0.05% Add +23.6% 7,883 $2.5M
New Mexico Educational Retirement Board 0.06% Add +5.4% 7,765 $2.5M
Two Sigma Investments, LP 0.00% Reduce -43.9% 7,680 $2.4M
Columbia Bank 0.54% Add +7.6% 7,619 $2.4M
Allspring Global Investments Holdings, LLC 0.00% Add +0.9% 7,434 $2.4M
Squarepoint Ops LLC 0.00% Reduce -39.8% 7,496 $2.4M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 7,432 $2.4M
Chatham Capital Group, Inc. 0.30% Reduce -1.5% 7,403 $2.4M
Hazelview Securities Inc. 0.32% New 7,098 $2.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.11% No change 7,350 $2.3M
Weaver Capital Management LLC 0.50% No change 8,424 $2.3M
Bokf, NA 0.03% Reduce -3.6% 7,092 $2.3M
Capital Investment Advisors, LLC 0.03% Reduce -82.7% 7,062 $2.2M
Banque Cantonale Vaudoise 0.09% Add +32.4% 7,005 $2.2M
Colonial Trust Co / SC 0.28% Reduce -1.9% 6,989 $2.2M
DoubleLine ETF Adviser LP 0.92% Reduce -15.0% 6,963 $2.2M
Saturna Capital Corp. 0.03% No change 6,863 $2.2M
LDR Capital Management LLC 3.47% Reduce -0.6% 6,840 $2.2M
Midwest Professional Planners, LTD. 0.42% Add +24.6% 6,759 $2.2M
Confluence Wealth Services, Inc. 0.06% Add +303.8% 6,727 $2.1M
Werlinich Asset Management, LLC 0.80% No change 6,612 $2.1M
Greenland Capital Management LP 0.45% Add +300.0% 6,600 $2.1M
Concurrent Investment Advisors, LLC 0.02% Add +10.6% 6,578 $2.1M
Texas Yale Capital Corp. 0.05% Add +4.4% 6,534 $2.1M
Diversify Advisory Services, LLC 0.03% New 6,371 $2.1M
Diversify Wealth Management, LLC 0.03% Add +74.3% 6,371 $2.1M
Rowlandmiller & Partners.adv 0.37% Add +0.0% 6,338 $2.0M
Simplex Trading, LLC 0.05% Add +124.9% 6,326 $2.0M
Pinebridge Investments LLC 0.02% Add +3.1% 6,236 $2.0M
MUFG Securities EMEA plc 0.02% Reduce -4.5% 6,186 $2.0M
Allen Wealth Management, LLC 0.96% Reduce -3.9% 6,165 $2.0M
Independent Advisor Alliance 0.05% Reduce -0.3% 6,093 $1.9M
Family Manage LLC 0.20% New 6,058 $1.9M
Merit Financial Group, LLC 0.01% Add +4.6% 6,056 $1.9M
Dockside LLC 0.45% — 6,056 $1.9M
Creative Financial Designs Inc. 0.09% Add +5.4% 6,034 $1.9M
Drucker Wealth 3.0, LLC 0.30% Add +3.5% 5,943 $1.9M
Brown Advisory Inc. 0.00% Add +2.4% 5,941 $1.9M
Integrated Wealth Concepts LLC 0.01% Reduce -8.2% 5,940 $1.9M
Capital Group Private Client Services, Inc. 0.03% Reduce -0.2% 5,903 $1.9M
DRW Securities, LLC 0.11% Reduce -33.1% 5,827 $1.9M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -55.7% 5,715 $1.8M
MainStreet Investment Advisors LLC 0.25% Reduce -58.5% 5,685 $1.8M
Azzad Asset Management Inc. 0.16% Add +4.7% 5,608 $1.8M
Sawyer & Company, Inc 0.59% Reduce -11.7% 5,563 $1.8M
Union Bancaire Privee, UBP SA 0.02% No change 5,500 $1.8M
Atria Investments, Inc 0.02% Add +4.4% 5,457 $1.7M
E. Ohman J:or Asset Management AB 0.04% No change 5,443 $1.7M
Plato Investment Management Ltd 0.10% No change 5,458 $1.7M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +3.0% 5,406 $1.7M
Columbia Asset Management 0.29% Reduce -0.5% 5,331 $1.7M
Private Advisor Group, LLC 0.01% Add +33.4% 5,318 $1.7M
Naples Global Advisors, LLC 0.10% Reduce -3.5% 5,277 $1.7M
WBH Advisory Inc. 0.11% Add +23.5% 5,256 $1.7M
Kornitzer Capital Management Inc. 0.03% No change 5,200 $1.7M
Mgo One Seven LLC 0.03% Add +5.9% 5,176 $1.6M
XTX Topco Ltd 0.02% Reduce -45.2% 5,099 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 5,066 $1.6M
Prospera Financial Services Inc 0.02% Add +434.8% 5,059 $1.6M
GeoWealth Management, LLC 0.05% Reduce -20.0% 5,025 $1.6M
Westerkirk Capital Inc. 0.15% No change 5,014 $1.6M
Stansberry Asset Management, LLC 0.15% Add +5.8% 4,996 $1.6M
Meridian Wealth Management, LLC 0.05% Add +2.4% 4,968 $1.6M
Fieldview Capital Management, LLC 0.44% New 4,829 $1.5M
Clare Market Investments LLC 0.28% Reduce -10.2% 4,781 $1.5M
Mufg Securities Americas Inc. 0.08% Add +8.9% 4,759 $1.5M
First Manhattan Co. Llc. 0.00% No change 4,744 $1.5M
JPL Wealth Management, LLC 0.30% Reduce -1.3% 4,704 $1.5M
North Dakota State Investment Board 0.06% Add +2.6% 4,696 $1.5M
Highview Capital Management LLC 0.43% New 4,680 $1.5M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -15.6% 4,678 $1.5M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -1.9% 4,634 $1.5M
AlphaCore Capital LLC 0.03% Add +10.3% 4,531 $1.4M
United Capital Financial Advisors, LLC 0.01% Reduce -0.3% 4,477 $1.4M
Hancock Whitney Corp. 0.02% Reduce -0.8% 4,442 $1.4M
J.W. Cole Advisors, Inc. 0.02% Add +2.2% 4,411 $1.4M
Bessemer Group Inc. 0.00% Add +10.2% 4,408 $1.4M
Intech Investment Management LLC 0.01% Reduce -53.4% 4,348 $1.4M
Apollon Wealth Management, LLC 0.02% Reduce -6.0% 4,318 $1.4M
ICW Investment Advisors LLC 0.48% Reduce -0.1% 4,316 $1.4M
Ossiam 0.02% Reduce -10.7% 4,276 $1.4M
Securian Asset Management, Inc. 0.05% Reduce -2.3% 4,194 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -0.4% 4,138 $1.3M
Segment Wealth Management, LLC 0.07% Add +11.1% 4,123 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,088 $1.3M
Doliver Advisors, LP 0.29% Reduce -2.3% 4,086 $1.3M
Bangor Savings Bank 0.10% Reduce -0.5% 4,083 $1.3M
Haverford Trust Co 0.01% Add +0.1% 4,066 $1.3M
Robertson Stephens Wealth Management, LLC 0.03% Add +0.1% 4,051 $1.3M
Ascent Wealth Partners, LLC 0.13% Add +3.0% 4,030 $1.3M
Global Wealth Management Investment Advisory, Inc. 0.18% Add +1.0% 4,004 $1.3M
Moody LYNN Lieberson & Walker, LLC 0.07% No change 4,000 $1.3M
XML Financial, LLC 0.09% Reduce -11.7% 3,971 $1.3M
Caprock Group, LLC 0.02% Add +27.9% 3,953 $1.3M
Moran Wealth Management, LLC 0.03% Reduce -0.6% 3,929 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +69.7% 3,905 $1.2M
Rodgers Brothers Inc. 0.12% Reduce -6.1% 3,825 $1.2M
EP Wealth Advisors, LLC 0.00% Add +12.3% 3,820 $1.2M
Havemeyer Place LP 0.12% New 3,810 $1.2M
Assetmark, Inc. 0.00% Add +4.0% 3,799 $1.2M
Global Retirement Partners, LLC 0.02% — 3,792 $1.2M
Summit Financial, LLC 0.01% Add +0.9% 3,769 $1.2M
Federated Hermes, Inc. 0.00% Reduce -95.8% 3,768 $1.2M
Prudential PLC 0.01% Add +83.8% 3,741 $1.2M
Cresset Asset Management, LLC 0.00% Add +288.4% 3,725 $1.2M
Oppenheimer & Co. Inc. 0.01% Reduce -18.5% 3,713 $1.2M
RB Capital Management, LLC 0.24% Reduce -2.6% 3,708 $1.2M
Thoroughbred Financial Services, LLC 0.06% Add +0.0% 3,702 $1.2M
Arbor Capital Management Inc. 1.15% Reduce -16.0% 3,594 $1.2M
Gateway Investment Advisers LLC 0.01% Reduce -12.3% 3,636 $1.2M
Farther Finance Advisors, LLC 0.01% Add +23.4% 3,589 $1.1M
Hardworking Capital Advisors, LLC 0.93% Reduce -3.0% 3,585 $1.1M
Balyasny Asset Management L.P. 0.00% Add +52.0% 3,584 $1.1M
RD Lewis Holdings, Inc. 0.85% Reduce -0.4% 3,511 $1.1M
Vestmark Advisory Solutions, Inc. 0.01% Add +32.4% 3,569 $1.1M
Pavion Blue Capital, LLC 0.46% No change 3,551 $1.1M
Novem Group 0.11% Add +0.1% 3,506 $1.1M
Diligent Investors, LLC 0.24% Reduce -4.1% 3,436 $1.1M
Meeder Advisory Services, Inc. 0.04% Add +22.8% 3,432 $1.1M
Absher Wealth Management, LLC 0.12% Reduce -30.9% 3,420 $1.1M
Michels Family Financial, LLC 0.69% No change 3,399 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% No change 3,399 $1.1M
Pekin Hardy Strauss, Inc. 0.10% Add +4.8% 3,388 $1.1M
Guidance Capital, Inc. 0.23% Add +19.7% 3,318 $1.1M
Sage Capital Management, LLC 0.42% Reduce -11.8% 3,375 $1.1M
Avidian Wealth Enterprises, LLC 0.03% Add +2.7% 3,366 $1.1M
Whittier Trust Co. 0.01% No change 3,293 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -33.7% 3,332 $1.1M
Romano Brothers and Company 0.11% Reduce -0.5% 3,327 $1.1M
HB Wealth Management, LLC 0.01% Add +10.8% 3,252 $1.0M
Hummer Financial Advisory Services Inc 0.68% No change 3,244 $1.0M
Marshall Financial Group, LLC 0.15% Add +3.6% 3,233 $1.0M
Moneta Group Investment Advisors LLC 0.01% Reduce -1.3% 3,218 $1.0M
Waddell & Associates, LLC 0.05% Add +0.3% 3,156 $1.0M
Family Legacy, Inc. 0.27% Reduce -0.6% 3,125 $995K
Capital Financial Group Inc\co\ 0.52% Reduce -9.1% 3,096 $985K
Principal Securities, Inc. 0.01% Add +40.0% 3,090 $984K
Axxcess Wealth Management, LLC 0.02% Add +2.1% 3,082 $981K
Middleton & Co. Inc. 0.10% Reduce -2.7% 3,005 $957K
Snowden Capital Advisors LLC 0.02% Add +9.3% 3,000 $955K
Tower Research Capital LLC (TRC) 0.02% Reduce -54.0% 3,000 $955K
Procyon Advisors, LLC 0.04% Reduce -1.1% 2,995 $953K
Chesapeake Capital Corp. 0.52% Add +1.3% 2,994 $953K
Frec Markets, Inc. 0.08% Add +255.7% 2,949 $939K
Mission Wealth Management, LP 0.01% Add +18.4% 2,947 $938K
Generation Capital Management LLC 0.57% No change 2,928 $932K
Sterling Investment Management, LLC 0.51% Reduce -2.4% 2,897 $922K
Elevation Point Wealth Partners, LLC 0.02% Add +3.8% 2,864 $912K
Glenmede Trust Co. NA 0.00% Add +7.3% 2,853 $908K
Angeles Wealth Management, LLC 0.04% New 2,828 $900K
Syon Capital LLC 0.04% Add +13.1% 2,822 $898K
Flavin Financial Services, Inc. 0.51% Reduce -1.8% 2,819 $897K
Triton Financial Group Inc 0.52% Reduce -49.5% 2,813 $895K
Evergreen Capital Management LLC 0.02% Add +28.3% 2,804 $893K
NorthRock Partners, LLC 0.01% Add +4.2% 2,800 $891K
Callan Family Office, LLC 0.02% Add +33.3% 2,784 $886K
Blair William & Co. 0.00% Add +9.1% 2,778 $884K
Baker Tilly Wealth Management, LLC 0.19% Reduce -6.1% 2,770 $882K
Conning Inc. 0.03% Reduce -4.5% 2,769 $881K
Canada Post Corp Registered Pension Plan 0.03% No change 2,742 $873K
Harvest Portfolios Group Inc. 0.01% Reduce -5.2% 2,739 $872K
Integrated Advisors Network LLC 0.04% Reduce -1.8% 2,735 $871K
Equitable Holdings, Inc. 0.01% Reduce -70.9% 2,720 $866K
Wealthspire Advisors, LLC 0.00% Reduce -19.9% 2,717 $865K
Asset Advisory Group, Inc. 0.38% New 2,709 $862K
Hendershot Investments Inc. 0.11% No change 2,707 $862K
Commerzbank Aktiengesellschaft 0.02% Reduce -32.1% 2,698 $859K
Assenagon Asset Management S.A. 0.00% Reduce -15.7% 2,652 $844K
Modern Wealth Management, LLC 0.01% Add +58.9% 2,601 $828K
Huntington National Bank 0.01% Add +6.3% 2,589 $824K
Penserra Capital Management LLC 0.01% Reduce -10.2% 2,579 $819K
Inspire Advisors, LLC 0.06% Reduce -4.1% 2,553 $814K
InTrack Investment Management Inc 0.40% Reduce -0.2% 2,547 $811K
Old Port Advisors 0.16% Reduce -5.0% 2,517 $801K
Silverlake Wealth Management LLC 0.15% Add +3.6% 2,506 $798K
Elevation Wealth Partners, LLC 0.24% Add +2.2% 2,505 $797K
Tema ETFs LLC 0.03% Add +6.2% 2,498 $795K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.8% 2,496 $795K
Trust Co. of Vermont 0.03% — 2,493 $794K
Savvy Advisors, Inc. 0.02% Add +1.3% 2,464 $784K
DAVENPORT & Co LLC 0.00% Reduce -2.3% 2,446 $779K
Sterling Investment Advisors, Ltd. 0.13% No change 2,403 $765K
Loudon Investment Management, LLC 0.38% No change 2,400 $764K
Montecito Bank & Trust 0.11% Add +1.9% 2,398 $763K
Advisory Services Network, LLC 0.01% Add +1.5% 2,393 $762K
Ar Asset Management Inc. 0.14% No change 2,388 $760K
Fifth Third Wealth Advisors LLC 0.02% Reduce -4.1% 2,384 $759K
Whitener Capital Management, Inc. 0.16% Add +6.3% 2,371 $755K
Werba Rubin Papier Wealth Management 0.09% Add +0.2% 2,364 $753K
Sagespring Wealth Partners, LLC 0.01% Add +37.6% 2,353 $749K
Plimoth Trust Co. LLC 0.15% Reduce -0.6% 2,330 $742K
Mutual Advisors, LLC 0.01% Reduce -5.1% 2,317 $738K
Eagle Harbor Asset Management Inc. 0.58% Reduce -3.8% 2,308 $735K
Impact Partnership Wealth, LLC 0.07% Add +194.6% 2,292 $729K
Biltmore Wealth Management, LLC 0.23% Add +4.5% 2,271 $723K
Eastern Bank 0.01% Add +48.0% 2,265 $721K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +3.7% 2,259 $719K
Jacobi Capital Management LLC 0.04% Add +0.6% 2,256 $718K
Hohimer Wealth Management, LLC 0.07% Add +4.0% 2,202 $701K
GAMMA Investing LLC 0.03% Add +34.9% 2,189 $697K
Choreo, LLC 0.01% Add +1.7% 2,173 $692K
Pinnacle Financial Partners, Inc. 0.00% Reduce -3.0% 2,166 $690K
Atlas Brown,Inc. 0.19% No change 2,166 $689K
Vanguard National Trust Co 0.04% No change 2,163 $689K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +60.1% 2,163 $689K
Park Avenue Securities LLC 0.00% Add +9.9% 2,155 $686K
Aprio Wealth Management, LLC 0.03% Add +38.7% 2,152 $685K
Vise Technologies, Inc. 0.01% Add +55.3% 2,152 $685K
Generali Investments, Management Co LLC 0.15% No change 2,144 $682K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.3% 2,137 $680K
Winebrenner Capital Management LLC 0.41% Reduce -0.2% 2,134 $679K
Foundations Investment Advisors, LLC 0.01% Add +2.5% 2,134 $679K
Tudor Investment Corporation 0.00% New 2,132 $679K
Ritholtz Wealth Management 0.01% Add +1.1% 2,127 $677K
Parallel Advisors, LLC 0.01% Add +8.7% 2,115 $673K
GF Fund Management Co. LTD. 0.01% Reduce -11.4% 2,115 $673K
Checchi Capital Advisers, LLC 0.04% Reduce -0.4% 2,115 $673K
Retirement Planning Co of New England, Inc. 0.24% Add +0.4% 2,108 $671K
South Plains Financial, Inc. 0.36% Reduce -13.5% 2,108 $671K
Hartford Funds Management Co LLC 0.05% Reduce -3.9% 2,098 $668K
Berkeley Capital Partners, LLC 0.14% Add +2.5% 2,079 $662K
Horst & Graben Wealth Management LLC 0.09% Reduce -0.1% 2,040 $659K
Morningstar Investment Management LLC 0.04% No change 2,430 $658K
Formidable Asset Management, LLC 0.10% No change 2,063 $657K
Crestwood Advisors Group, LLC 0.01% Add +104.8% 2,028 $645K
Independent Financial Group, LLC 0.01% Reduce -0.1% 2,019 $643K
Vontobel Holding Ltd. 0.00% Reduce -3.7% 2,019 $643K
Shum Financial Group, Inc. 0.39% Add +2.3% 2,011 $640K
Stratos Wealth Partners, LTD. 0.01% Add +18.3% 2,008 $639K
Coldstream Capital Management Inc. 0.01% Reduce -12.4% 1,976 $629K
HUB Investment Partners, LLC 0.01% Reduce -1.9% 1,949 $620K
Chesapeake Wealth Management 0.17% Reduce -1.4% 1,927 $613K
AE Wealth Management LLC 0.00% Add +21.6% 1,907 $607K
Brighton Jones LLC 0.01% Reduce -8.8% 1,906 $607K
Maia Wealth LLC 0.09% Add +28.0% 1,905 $606K
IVC Wealth Advisors LLC 0.24% Reduce -0.4% 1,903 $606K
Strategic Financial Services, Inc. 0.03% No change 1,895 $603K
WealthPLAN Partners, LLC 0.11% No change 1,886 $600K
Krane Funds Advisors LLC 0.02% Add +0.8% 1,880 $598K
Peapack Gladstone Financial Corp. 0.01% Reduce -16.9% 1,876 $597K
Jamison Private Wealth Management, Inc. 0.06% Add +0.2% 1,873 $596K
Profund Advisors LLC 0.02% Reduce -1.2% 1,871 $596K
Kingsview Wealth Management, LLC 0.01% Add +1.3% 1,862 $593K
Sompo Asset Management Co., Ltd. 0.10% Reduce -0.5% 1,860 $592K
Compound Planning, Inc. 0.02% Add +77.5% 1,858 $592K
Focused Alpha, LLC 0.15% Add +1.4% 1,833 $584K
CX Institutional 0.02% Add +11.5% 1,829 $582K
Pure Financial Advisors, LLC 0.01% Reduce -77.1% 1,810 $576K
StoneX Group Inc. 0.02% Add +86.7% 1,852 $572K
Gold Investment Management Ltd. 0.15% Reduce -3.3% 1,783 $568K
Purpose Unlimited Inc. 0.02% Reduce -1.0% 1,783 $568K
Composition Wealth, LLC 0.01% Add +110.9% 1,774 $565K
MSH Capital Advisors LLC 0.10% Add +0.1% 1,774 $565K
Grant Private Wealth Management Inc 0.24% Add +46.0% 1,765 $562K
Norden Group LLC 0.05% Add +3.2% 1,762 $561K
IFP Advisors, Inc 0.01% Add +0.7% 1,722 $548K
One Capital Management, LLC 0.02% No change 2,021 $547K
Winmill & Co. Inc. 0.12% No change 1,700 $541K
Advisors Capital Management, LLC 0.01% Reduce -4.7% 1,700 $541K
Greenleaf Trust 0.01% Add +1.7% 1,696 $540K
Virtu Financial LLC 0.02% New 1,692 $538K
Frank, Rimerman Advisors LLC 0.03% Add +0.7% 1,686 $537K
Cape Ann Savings Bank 0.25% Reduce -38.2% 1,685 $536K
Busey Bank 0.01% Add +16.9% 1,661 $529K
Simplicity Wealth,LLC 0.02% Add +102.6% 1,649 $525K
Inscription Capital, LLC 0.05% Add +3.6% 1,649 $525K
Fidelis Capital Partners, LLC 0.03% Reduce -3.4% 1,638 $521K
American Investment Services, Inc. 0.11% No change 1,626 $518K
Campion Asset Management 0.32% Reduce -0.3% 1,624 $517K
Harbour Investments, Inc. 0.01% Add +5.0% 1,621 $516K
Astoria Portfolio Advisors LLC. 0.09% Add +95.9% 1,608 $512K
Crestmont Private Wealth LLC 0.14% Add +7.2% 1,607 $512K
Alerus Financial NA 0.02% Add +78.5% 1,605 $511K
GTS Securities LLC 0.01% Reduce -51.8% 1,586 $505K
Ostrum Asset Management 0.02% Reduce -29.3% 1,574 $501K
Main Line Retirement Advisors, LLC 0.23% Add +0.9% 1,566 $499K
North Dallas Bank & Trust Co. 0.29% Reduce -51.4% 1,562 $497K
South Shore Capital Advisors 0.33% Reduce -2.7% 1,558 $496K
Westpac Banking Corp. 0.03% Add +16.6% 1,535 $489K
Halbert Hargrove Global Advisors, LLC 0.02% No change 1,533 $488K
Linscomb Wealth, Inc. 0.02% Reduce -0.6% 1,530 $487K
Signaturefd, LLC 0.01% Add +7.6% 1,527 $486K
V-Square Quantitative Management LLC 0.05% Reduce -1.4% 1,525 $485K
Aaron Wealth Advisors LLC 0.02% Add +16.6% 1,523 $485K
Liberty Wealth Management LLC 0.06% No change 1,777 $481K
Cornerstone Advisory, LLC 0.04% Add +1.2% 1,505 $479K
Chicago Partners Investment Group LLC 0.01% Reduce -4.9% 1,510 $476K
Cigna Investments Inc. 0.06% Reduce -2.4% 1,485 $472K
Shelton Capital Management 0.01% No change 1,481 $471K
Financial Planning Hawaii, Inc. 0.25% No change 1,480 $471K
Verity Asset Management, Inc. 0.18% Reduce -1.6% 1,468 $467K
Dearborn Partners LLC 0.03% Reduce -0.7% 1,462 $465K
Everett Harris & Co. 0.01% Reduce -1.7% 1,462 $465K
Gryphon Financial Partners LLC 0.04% Add +2.1% 1,453 $462K
Adell Harriman & Carpenter Inc. 0.02% No change 1,429 $455K
Pacific Sun Financial Corp 0.19% No change 1,426 $454K
Fiduciary Financial Group, LLC 0.05% Reduce -1.7% 1,416 $451K
J. Safra Sarasin Holding AG 0.01% Reduce -70.8% 1,416 $451K
Dickmeyer Boyce Financial Management, Inc. 0.23% Add +44.4% 1,412 $449K
Auxier Asset Management LLC 0.06% No change 1,405 $447K
Kiley Juergens Wealth Management, LLC 0.07% Add +6.4% 1,404 $447K
Legacy Capital Wealth Partners, LLC 0.09% Add +0.1% 1,400 $446K
Geneos Wealth Management Inc. 0.01% Add +26.4% 1,396 $444K
WD Rutherford LLC 0.16% Reduce -13.4% 1,396 $444K
Motco 0.04% Reduce -3.7% 1,386 $441K
KCM Investment Advisors LLC 0.01% Add +9.7% 1,386 $441K
Mechanics Financial Corp 0.16% Reduce -47.0% 1,385 $441K
Sumitomo Life Insurance Co. 0.01% Reduce -0.8% 1,375 $438K
Stegent Equity Advisors, Inc. 0.31% Reduce -12.5% 1,365 $434K
Mosaic Family Wealth Partners, LLC 0.03% New 1,362 $434K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.1% 1,358 $432K
BBR Partners, LLC 0.02% Add +0.9% 1,356 $431K
Prestige Wealth Management Group LLC 0.08% Reduce -40.8% 1,344 $428K
Aegis Wealth Management, Inc. 0.28% Reduce -1.7% 1,341 $427K
Koshinski Asset Management, Inc. 0.02% Reduce -7.8% 1,333 $424K
Greykasell Wealth Strategies, Inc. 0.15% Add +0.1% 1,322 $421K
AssuredPartners Investment Advisors, LLC 0.04% Add +42.2% 1,318 $420K
Ares Financial Consulting, LLC 0.30% Add +0.5% 1,318 $420K
Rexford Capital Inc. 0.26% No change 1,317 $419K
Exchange Traded Concepts, LLC 0.00% Add +13.7% 1,301 $414K
Praxis Investment Management Inc. 0.02% No change 1,300 $414K
Blodgett Wealth Advisors, LLC 0.28% No change 1,300 $414K
Second Line Capital, LLC 0.08% Add +29.6% 1,300 $414K
Peoples Bank 0.40% No change 1,286 $409K
Wilmington Savings Fund Society, FSB 0.01% No change 1,285 $409K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.7% 1,283 $408K
Sagewood Asset Management LP 0.09% New 1,282 $408K
PFG Investments, LLC 0.02% Reduce -11.0% 1,279 $407K
Gerber Kawasaki Wealth & Investment Management 0.01% New 1,264 $402K
Intrua Financial, LLC 0.04% New 1,264 $402K
Blue Fin Capital, Inc. 0.06% No change 1,263 $402K
Creekside Partners 0.15% No change 1,260 $401K
Mechanics Bank Trust Department 0.05% Reduce -26.5% 1,260 $401K
Meadowbrook Advisors Group, LLC 0.21% New 1,256 $400K
Lederer & Associates Investment Counsel 0.26% No change 1,234 $393K
Asset Planning,Inc 0.25% Add +1.0% 1,231 $392K
Essex Financial Services, Inc. 0.02% Reduce -20.1% 1,226 $390K
Smartleaf Asset Management LLC 0.01% No change 1,197 $388K
Chesley Taft & Associates LLC 0.02% Add +0.6% 1,218 $388K
Premier Path Wealth Partners, LLC 0.04% Reduce -9.3% 1,215 $387K
Kintra Wealth, LLC 0.02% New 1,175 $386K
TD Private Client Wealth LLC 0.01% Add +1.2% 1,213 $386K
Nilsine Partners, LLC 0.03% Add +2.9% 1,211 $385K
First Foundation Advisors 0.01% Reduce -3.0% 1,208 $385K
Quotient Wealth Partners, LLC 0.01% Add +8.9% 1,206 $384K
PDS Planning, Inc 0.02% Add +1.0% 1,194 $380K
Stevens Capital Management LP 0.09% Reduce -54.0% 1,183 $377K
Kera Capital Partners, Inc. 0.04% Add +21.4% 1,184 $377K
Certuity, LLC 0.02% Add +7.1% 1,182 $376K
Monetary Management Group Inc. 0.08% No change 1,175 $374K
Evercore Wealth Management, LLC 0.01% No change 1,174 $374K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -8.3% 1,163 $370K
17 Capital Partners, LLC 0.17% Add +0.5% 1,158 $369K
Boyer Financial Services, Inc. 0.31% No change 1,111 $366K
OneDigital Investment Advisors LLC 0.00% Reduce -11.0% 1,141 $363K
Phillips Wealth Planners LLC 0.27% Add +0.1% 1,103 $363K
Insigneo Advisory Services, LLC 0.01% Add +47.0% 1,132 $360K
Advisory Alpha, LLC 0.01% Reduce -16.4% 1,125 $358K
Whalerock Point Partners, LLC 0.06% No change 1,105 $352K
Marex Group Ltd 0.00% Reduce -16.4% 1,103 $351K
Versant Capital Management, Inc 0.03% Add +1.9% 1,097 $349K
Weaver Consulting Group 0.07% Reduce -0.1% 1,094 $348K
Pembroke Management, LTD 0.04% Reduce -0.4% 1,093 $348K
Kovack Advisors, Inc. 0.02% Reduce -30.7% 1,055 $341K
Panagora Asset Management Inc. 0.00% No change 1,067 $340K
Arkadios Wealth Advisors 0.01% Reduce -23.6% 1,065 $339K
Sara-Bay Financial 0.09% No change 1,062 $338K
Howard Capital Management, LLC 0.00% New 1,059 $337K
Pinnacle Bancorp, Inc. 0.09% Reduce -0.9% 1,054 $335K
Bond & Devick Financial Network, Inc. 0.08% Add +0.5% 1,052 $335K
Yoder Wealth Management, Inc. 0.13% Reduce -0.5% 1,049 $334K
Bill Few Associates, Inc. 0.07% Add +0.1% 1,040 $331K
Signature Estate & Investment Advisors LLC 0.01% Add +39.4% 1,030 $328K
GKV Capital Management Co., Inc. 0.11% Add +8.4% 1,030 $328K
Catalyst Funds Management Pty Ltd 0.02% New 1,014 $323K
Supplemental Annuity Collective Trust of NJ 0.08% Reduce -5.2% 1,013 $322K
United Community Bank 0.10% No change 1,011 $322K
NewEdge Wealth, LLC 0.00% Add +21.2% 1,006 $320K
Sterling Capital Management LLC 0.01% Add +28.7% 999 $318K
Lester Murray Antman dba SimplyRich 0.07% No change 999 $317K
Commons Capital, LLC 0.22% Add +0.6% 990 $315K
Albert D Mason Inc. 0.18% Add +0.9% 986 $314K
Transamerica Financial Advisors, LLC 0.03% Add +0.5% 984 $313K
Sovereign Financial Group, Inc. 0.05% Reduce -1.7% 981 $312K
Mirador Capital Partners LP 0.04% Add +0.1% 979 $311K
IFG Advisory, LLC 0.01% New 974 $310K
Planned Solutions, Inc. 0.09% Add +1.5% 970 $309K
QRG Capital Management, Inc. 0.00% Add +12.1% 970 $309K
DMC Group, LLC 0.21% Reduce -0.1% 966 $307K
Knollwood Investment Advisory, LLC 0.03% No change 950 $302K
Certified Advisory Corp 0.02% Add +1.4% 949 $302K
Clearstead Advisors, LLC 0.00% Add +262.2% 949 $302K
Hilton Head Capital Partners, LLC 0.15% Add +0.1% 948 $302K
Outlook Wealth Advisors, LLC 0.07% Reduce -0.5% 946 $301K
Weiss Asset Management LP 0.01% New 946 $301K
Safe Harbor Family Capital, LLC 0.20% No change 945 $301K
Gross & Hartman Investments LLC 0.13% No change 945 $301K
Bank Ozk 0.09% Reduce -27.9% 945 $301K
Rockport Wealth LLC 0.05% No change 944 $300K
Ascent Group, LLC 0.01% New 942 $300K
Smithbridge Asset Management Inc. 0.04% Reduce -14.5% 931 $296K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Add +1.1% 930 $296K
Investment Advisory Group, LLC 0.06% No change 929 $296K
Mather Group, Llc. 0.00% Add +4.0% 925 $294K
Heartland Bank & Trust Co 0.06% Reduce -1.2% 922 $293K
Investmark Advisory Group LLC 0.11% No change 921 $293K
Berger Financial Group, Inc 0.01% Reduce -14.4% 914 $291K
Valmark Advisers, Inc. 0.00% Reduce -11.6% 912 $290K
Hartline Investment Corp./ 0.03% Reduce -63.4% 912 $290K
White Pine Capital LLC 0.07% Reduce -3.7% 908 $289K
Tyche Wealth Partners LLC 0.04% Reduce -11.9% 906 $288K
L2 Asset Management, LLC 0.03% Add +5.9% 901 $287K
Schwallier Wealth Management LLC 0.18% Add +0.8% 900 $286K
Viewpoint Investment Partners Corp. 0.10% New 900 $286K
Evermay Wealth Management LLC 0.03% Add +90.4% 895 $285K
M&G PLC 0.00% No change 889 $283K
4WEALTH Advisors, Inc. 0.22% Reduce -33.2% 868 $282K
Envestnet Portfolio Solutions, Inc. 0.00% Add +15.4% 883 $281K
Roehl & Yi Investment Advisors, LLC 0.09% New 881 $280K
Clarity Financial LLC 0.02% Reduce -5.1% 878 $279K
Platform Technology Partners 0.05% New 875 $279K
NBH Bank 0.12% — 870 $277K
Fisher Asset Management 0.00% New 868 $276K
Headinvest, LLC 0.05% Reduce -2.7% 863 $275K
Rothschild Wealth LLC 0.02% Reduce -2.8% 861 $274K
Atticus Wealth Management, LLC 0.06% Add +0.3% 856 $273K
Founders Capital Management 0.12% No change 850 $271K
Larson Financial Group LLC 0.01% Add +18.9% 850 $270K
Patrick M Sweeney & Associates, Inc. 0.15% Reduce -22.2% 846 $269K
Evolve Private Wealth, LLC 0.02% Reduce -1.3% 843 $268K
PFG Advisors 0.01% New 843 $268K
Anchor Bay Capital, Inc. 0.14% — 823 $268K
Hilltop Holdings Inc. 0.02% No change 839 $267K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% New 839 $267K
44 Wealth Management LLC 0.09% New 837 $266K
Convergence Financial, LLC 0.02% New 835 $266K
AA Financial Advisors, LLC 0.03% New 834 $265K
True North Advisors, LLC 0.03% New 831 $265K
Lombard Odier Asset Management (Switzerland) SA 0.01% New 827 $263K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -10.9% 828 $263K
Godsey & Gibb, Inc. 0.02% No change 813 $259K
Aegis Wealth Management LLC 0.12% New 813 $259K
VestGen Advisors, LLC 0.01% Add +24.9% 813 $259K
Texas Capital Bank Wealth Management Services Inc 0.01% Add +4.0% 810 $258K
Wellington Shields & Co., LLC 0.06% No change 800 $255K
IHT Wealth Management, LLC 0.01% Reduce -19.7% 799 $254K
Kingswood Wealth Advisors, LLC 0.01% Add +2.0% 796 $253K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 796 $253K
OpenArc Corporate Advisory, LLC 0.00% Reduce -6.0% 796 $253K
Tobam 0.06% Reduce -57.4% 786 $250K
Strategic Blueprint, LLC 0.01% Add +0.3% 773 $246K
Plan A Wealth LLC 0.10% New 772 $246K
Cary Street Partners Investment Advisory LLC 0.05% New 772 $246K
Badgley Phelps Wealth Managers, LLC 0.00% No change 771 $245K
Sigma Planning Corp 0.01% Reduce -0.4% 770 $245K
Blue Capital, Inc. 0.16% New 770 $245K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.8% 770 $245K
Apella Capital, LLC 0.00% Add +10.2% 743 $244K
Legacy Wealth Asset Management, LLC 0.05% Reduce -1.4% 767 $244K
Baker Avenue Asset Management, LP 0.00% Add +1.3% 766 $244K
Arkansas Financial Group, Inc. 0.03% No change 766 $244K
Pinnacle Associates Ltd. 0.00% Reduce -9.6% 765 $244K
Optas, LLC 0.03% New 762 $243K
Petix & Botte Co 0.05% Add +100.0% 760 $242K
Perigon Wealth Management, LLC 0.00% New 754 $240K
Richwood Investment Advisors, LLC 0.17% Add +0.1% 754 $240K
Trust Point Inc. 0.02% Reduce -3.5% 751 $239K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 744 $237K
Childress Capital Advisors, LLC 0.04% Reduce -4.1% 743 $237K
Carrera Capital Advisors 0.03% Reduce -12.8% 740 $236K
Valeo Financial Advisors, LLC 0.00% New 735 $234K
Nicolet Bankshares Inc. 0.01% New 721 $234K
FinDec Wealth Services, Inc. 0.27% New 729 $232K
Wealth Alliance, LLC 0.02% New 727 $231K
Transcend Capital Advisors, LLC 0.02% New 725 $231K
Sanders Morris Harris LLC 0.13% New 725 $231K
Silver Oak Securities, Incorporated 0.01% New 720 $229K
BTC Capital Management, Inc. 0.01% New 718 $229K
Cetera Trust Company, N.A 0.11% No change 715 $228K
TRUE Private Wealth Advisors 0.02% New 712 $227K
Lynx Investment Advisory 0.07% New 710 $226K
Renaissance Group LLC 0.01% New 707 $225K
Allen Capital Group, LLC 0.02% Reduce -16.7% 705 $224K
Avantax Planning Partners, Inc. 0.01% New 705 $224K
Pingora Partners LLC 0.13% No change 700 $223K
Helium Advisors LLC 0.19% New 698 $222K
Ausdal Financial Partners, Inc. 0.01% New 689 $219K
Cidel Asset Management Inc. 0.01% New 689 $219K
Beverly Hills Private Wealth, LLC 0.04% New 688 $219K
Ridgecrest Wealth Partners, LLC 0.11% Reduce -36.8% 686 $218K
Center for Financial Planning, Inc. 0.02% Reduce -6.8% 686 $218K
Focus Financial Network, Inc. 0.01% New 685 $218K
WealthSpring Partners, LLC 0.19% New 684 $218K
Salem Investment Counselors Inc. 0.01% No change 679 $216K
Laffer Tengler Investments, Inc. 0.03% New 678 $216K
Thrive Wealth Management, LLC 0.03% New 673 $214K
Wedmont Private Capital 0.01% New 667 $214K
Landaas & Co. /Wi 0.04% New 668 $213K
AlphaStar Capital Management, LLC 0.01% New 668 $213K
Excalibur Management Corp. 0.07% New 666 $212K
Lathrop Investment Management Co. 0.04% New 667 $212K
Oxbow Advisors, LLC 0.02% New 659 $210K
Advisory Advocates, LLC 0.18% New 658 $209K
Hamilton Point Investment Advisors, LLC 0.03% New 655 $208K
Live Oak Investment Partners 0.11% Reduce -21.0% 654 $208K
Westco Advisory Services Inc. 0.12% Reduce -23.5% 650 $207K
Clark Capital Management Group, Inc. 0.00% New 649 $207K
S.A. Mason LLC 0.06% Add +3.2% 643 $205K
Gemmer Asset Management LLC 0.01% New 642 $204K
MASTERINVEST Kapitalanlage GmbH 0.02% New 637 $203K
Wingate Wealth Advisors, Inc. 0.09% New 636 $202K
Defiance ETFs, LLC 0.00% New 620 $200K
Private Trust Co. NA 0.02% Reduce -0.3% 625 $199K
Deseret Mutual Benefit Administrators 0.06% Reduce -8.8% 621 $198K
Los Angeles Capital Management LLC 0.00% Reduce -13.6% 611 $194K
Virtus Investment Advisers, LLC 0.05% Reduce -12.0% 610 $194K
EverSource Wealth Advisors, LLC 0.01% Add +4.5% 575 $183K
AdvisorNet Financial, Inc 0.01% Reduce -5.9% 572 $182K
HM Payson & Co. 0.00% No change 568 $181K
Plante Moran Financial Advisors, LLC 0.01% Add +2.2% 555 $177K
Physician Wealth Advisors, Inc. 0.02% Add +3.9% 532 $169K
Grove Bank & Trust 0.02% No change 530 $169K
Institute for Wealth Management, LLC. 0.01% New 527 $168K
Quaker Wealth Management, LLC 0.05% Add +0.6% 522 $166K
Eurizon SLJ Capital Ltd 0.06% No change 518 $165K
Swiss Re Ltd. 0.01% Add +902.0% 511 $163K
Whittier Trust Co. of Nevada Inc. 0.00% Add +11.8% 494 $162K
TOWER TRUST & INVESTMENT Co 0.10% No change 506 $161K
Lanark Financial, Inc. 0.01% Add +4.5% 490 $156K
Cromwell Holdings LLC 0.07% No change 487 $155K
Golden State Wealth Management, LLC 0.01% Add +22.3% 482 $154K
CYBER HORNET ETFs LLC 0.08% Reduce -0.7% 431 $137K
Ameritas Advisory Services, LLC 0.00% New 430 $137K
Generali Asset Management SPA SGR 0.00% Add +0.5% 425 $135K
Rosenberg Matthew Hamilton 0.02% Add +26.9% 415 $132K
Silvant Capital Management LLC 0.00% No change 414 $132K
Hartford Financial Management Inc. 0.03% No change 412 $131K
Walsh & Associates, LLC 0.10% No change 398 $127K
Pflug Koory, LLC 0.05% No change 397 $126K
First Bancorp, Inc 0.05% New 385 $123K
Gill Capital Partners, LLC 0.03% No change 381 $121K
Global X Japan Co., Ltd. 0.00% Reduce -20.5% 381 $121K
Dynamic Wealth Strategies, LLC 0.06% Add +20.9% 364 $116K
Atlantic Union Bankshares Corp 0.00% No change 362 $115K
IMA Advisory Services, Inc. 0.01% Add +26.4% 359 $114K
Hoertkorn Richard Charles 0.08% No change 357 $114K
Ancora Advisors LLC 0.00% Reduce -27.7% 353 $112K
Hanson & Doremus Investment Management 0.01% New 339 $108K
Sherman Asset Management, Inc. 0.08% No change 338 $108K
Pacific Center for Financial Services 0.02% No change 336 $107K
Leo H. Evart, Inc. 0.08% Reduce -16.9% 334 $106K
JFS Wealth Advisors, LLC 0.01% No change 323 $103K
Keating Financial Advisory Services, Inc. 0.01% Reduce -0.9% 317 $101K
Parkside Financial Bank & Trust 0.01% Reduce -3.1% 308 $98K
Capital Advisors, Ltd. LLC 0.01% Add +1.4% 291 $93K
Spire Wealth Management 0.00% Add +2.8% 290 $92K
Cassaday & Co Wealth Management LLC 0.00% No change 279 $89K
Byrne Asset Management LLC 0.05% No change 277 $88K
City State Bank 0.02% No change 276 $88K
Bank of New Hampshire 0.02% No change 270 $86K
Triumph Capital Management 0.02% Add +0.4% 268 $85K
Archer Investment Corp 0.02% No change 267 $85K
PlanVest Financial, Inc 0.05% Add +45.2% 257 $82K
Blue Trust, Inc. 0.00% Reduce -15.8% 255 $81K
Fairscale Capital, LLC 0.05% No change 253 $81K
Prosperity Bancshares Inc 0.05% Add +10.8% 247 $79K
Boyd Watterson Asset Management LLC 0.02% No change 240 $76K
CENTRAL TRUST Co 0.00% No change 236 $75K
Community Financial Services Group, LLC 0.01% Add +829.2% 223 $72K
Gen-Wealth Partners Inc 0.02% Reduce -47.1% 226 $72K
Financial Perspectives, Inc 0.02% Add +0.4% 226 $72K
Bellevue Asset Management, LLC 0.03% No change 217 $69K
Zions Bancorporation, National Association 0.00% Add +25.7% 215 $68K
GHP Investment Advisors, Inc. 0.00% No change 213 $68K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 210 $68K
Cary Street Partners Financial LLC 0.00% New 206 $66K
SHP Wealth Management 0.00% Add +10.2% 206 $65K
CoreCap Advisors, LLC 0.00% Reduce -1.0% 204 $65K
Advocate Investing Services LLC 0.05% Reduce -11.9% 200 $64K
Avalon Trust Co 0.00% No change 199 $63K
Navigoe, LLC 0.03% No change 200 $63K
Basecamp Wealth Advisors LLC 0.01% No change 195 $62K
CVA Family Office, LLC 0.01% Reduce -10.6% 194 $62K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +4.3% 193 $61K
Winch Advisory Services, LLC 0.01% Add +0.5% 190 $61K
Harvest Fund Management Co., Ltd 0.00% New 190 $60K
TD Waterhouse Canada Inc. 0.00% Reduce -14.6% 181 $58K
Covestor Ltd 0.03% Reduce -17.6% 168 $54K
Delta Asset Management LLC 0.00% No change 168 $53K
Rossby Financial, LCC 0.01% Add +2.0% 155 $49K
Caldwell Trust Co 0.00% Reduce -40.4% 155 $49K
Steigerwald, Gordon & Koch Inc. 0.00% Add +1300.0% 154 $49K
Park Place Capital Corp 0.01% Add +282.5% 153 $49K
Ritter Daniher Financial Advisory LLC / DE 0.01% Reduce -42.1% 150 $48K
Knuff & Co LLC 0.01% No change 146 $46K
Hilltop National Bank 0.01% Reduce -9.4% 145 $46K
GW&K Investment Management, LLC 0.00% Add +25.7% 142 $45K
LRI Investments, LLC 0.00% No change 141 $45K
SouthState Bank Corp 0.00% Add +5.3% 138 $44K
Fulcrum Asset Management LLP 0.00% No change 135 $44K
Toth Financial Advisory Corp. 0.00% No change 137 $44K
Oslo Pensjonsforsikring AS 0.00% New 130 $41K
Millstone Evans Group, LLC 0.02% Add +2.4% 129 $41K
JNBA Financial Advisors 0.00% Add +2.4% 129 $41K
Parvin Asset Management, LLC 0.03% No change 128 $41K
Atlatl Advisers LLC 0.01% New 126 $40K
TIAA Wealth Investment Management LLC 0.00% New 121 $39K
Armstrong Advisory Group, Inc. 0.00% No change 118 $38K
Cornerstone Planning Group LLC 0.00% Reduce -1.7% 118 $37K
Tradewinds Capital Management, LLC 0.01% No change 114 $36K
Meeder Asset Management Inc. 0.00% New 114 $36K
Glass Jacobson Investment Advisors llc 0.01% New 113 $36K
Centerpoint Advisors, LLC 0.01% No change 111 $35K
Farmers & Merchants Investments Inc. 0.00% Reduce -10.9% 106 $34K
Ameriflex Group, Inc. 0.01% Reduce -13.7% 101 $32K
Silver Grove Financial Group, Inc. 0.02% New 100 $32K
Bayban 0.02% No change 100 $32K
Westside Investment Management, Inc. 0.00% No change 100 $32K
Manchester Capital Management LLC 0.00% Add +7.5% 100 $32K
Cypress Capital Management LLC (WY) 0.03% No change 96 $31K
Rialto Wealth Management, LLC 0.01% Add +123.3% 96 $31K
Continuum Advisory, LLC 0.00% New 92 $29K
Smithfield Trust Co 0.00% No change 92 $29K
Bruce G. Allen Investments, LLC 0.02% Add +89.6% 91 $29K
Glen Eagle Advisors, LLC 0.00% No change 90 $29K
Stone House Investment Management, LLC 0.00% Add +39.1% 89 $28K
Harbor Asset Planning, Inc. 0.02% No change 86 $27K
Wilkerson Advisory Group LLC 0.01% Add +36.7% 82 $26K
Quent Capital, LLC 0.00% Reduce -4.9% 78 $25K
WHI TRUST Co LLC 0.02% No change 74 $24K
Owl Creek Wealth Partners LLC 0.01% Add +7.3% 74 $24K
MV Capital Management, Inc. 0.00% Add +5.7% 74 $24K
Tidemark, LLC 0.01% No change 71 $23K
SJS Investment Consulting Inc. 0.00% Add +52.2% 70 $22K
Dogwood Wealth Management LLC 0.01% Add +70.0% 68 $22K
Kemnay Advisory Services Inc. 0.00% Add +6.3% 67 $21K
Westend Capital Management, LLC 0.00% New 67 $21K
Wellington Shields Capital Management, LLC 0.00% No change 65 $21K
Fiduciary Financial Advisors 0.00% New 66 $21K
Friedenthal Financial 0.01% Add +1.6% 62 $20K
Dorato Capital Management 0.01% No change 61 $20K
Highline Wealth Partners LLC 0.00% Add +118.5% 59 $19K
Salomon & Ludwin, LLC 0.00% No change 57 $18K
Capital Analysts, LLC 0.00% Reduce -33.3% 56 $18K
MidFirst Bank 0.00% Reduce -96.6% 55 $18K
Sachetta, LLC 0.01% Add +8.0% 54 $17K
SOA Wealth Advisors, LLC. 0.00% No change 54 $17K
Heritage Wealth Advisors 0.00% Add +1.9% 53 $17K
Washington Trust Advisors, Inc. 0.00% No change 52 $17K
Crewe Advisors LLC 0.00% Add +47.1% 50 $16K
EFG International AG 0.00% Add +14.3% 48 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +11.6% 48 $15K
Trust Co. of Toledo NA 0.00% Add +4600.0% 47 $15K
High Note Wealth, LLC 0.00% Add +15.0% 46 $15K
True Wealth Design, LLC 0.00% Add +9.8% 45 $14K
Bogart Wealth, LLC 0.00% Reduce -6.4% 44 $14K
Payden & Rygel 0.00% No change 40 $13K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 39 $12K
Oakworth Capital, Inc. 0.00% No change 38 $12K
Summit Securities Group LLC 0.00% Add +42.3% 37 $12K
Fortitude Family Office, LLC 0.00% No change 37 $12K
Financial Avengers, Inc. 0.00% No change 36 $12K
Cornerstone Financial Management LLC 0.01% Add +59.1% 35 $11K
Allied Private Wealth LLC 0.01% — 32 $10K
NBT Bank, N.A. 0.00% No change 32 $10K
Ogorek Anthony Joseph /NY/ 0.00% No change 32 $10K
Avion Wealth 0.00% Reduce -17.9% 32 $10K
1620 Investment Advisors, Inc. 0.01% No change 29 $9K
Bell Investment Advisors, Inc 0.00% Reduce -26.3% 28 $9K
Manitou Investment Management Ltd. 0.00% No change 27 $9K
Raffa Wealth Management, LLC 0.00% Add +17.4% 27 $9K
Banque Transatlantique SA 0.00% No change 27 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $8K
Trust Co 0.00% No change 25 $8K
Compass Financial Management LLC 0.00% — 25 $8K
Vision Retirement, LLC 0.00% No change 24 $8K
North Star Investment Management Corp. 0.00% Reduce -22.6% 24 $8K
First Command Advisory Services, Inc. 0.00% Reduce -4.2% 23 $7K
Asset Dedication, LLC 0.00% New 22 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 21 $7K
DT Investment Partners, LLC 0.00% No change 20 $6K
Cedar Mountain Advisors, LLC 0.00% No change 20 $6K
Anchor Investment Management, LLC 0.00% Add +17.6% 20 $6K
American Capital Advisory, LLC 0.00% Add +216.7% 19 $6K
Principia Wealth Advisory, LLC 0.00% Add +28.6% 18 $6K
Financial Management Professionals, Inc. 0.00% No change 18 $6K
Main Street Group, LTD 0.00% No change 18 $6K
Synergy Investment Management, LLC 0.00% New 17 $6K
Wolff Wiese Magana LLC 0.00% No change 17 $5K
Dunhill Financial, LLC 0.00% Add +60.0% 16 $5K
Aspect Partners, LLC 0.00% No change 16 $5K
Activest Wealth Management 0.00% New 16 $5K
BOK Financial Private Wealth, Inc. 0.00% New 16 $5K
Group One Trading LLC 0.00% New 15 $5K
Hughes Financial Services, LLC 0.00% Add +180.0% 14 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 13 $4K
Fairway Wealth LLC 0.00% New 13 $4K
LFA - Lugano Financial Advisors SA 0.00% New 12 $4K
Clark Wealth Partners 0.00% Add +33.3% 12 $4K
Global Trust Asset Management, LLC 0.00% New 12 $4K
Kilter Group LLC 0.00% No change 11 $4K
Marquette Asset Management, LLC 0.00% No change 11 $4K
Essential Partners LLC 0.00% No change 11 $4K
Bare Financial Services, Inc 0.00% New 11 $4K
Leonteq Securities AG 0.00% No change 11 $4K
Kelleher Financial Advisors 0.00% New 10 $3K
Fortis Group Advisors, LLC 0.00% No change 10 $3K
Clearstead Trust, LLC 0.00% No change 10 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 10 $3K
WPG Advisers, LLC 0.00% New 9 $3K
PFS Partners, LLC 0.00% No change 8 $3K
Legacy Bridge, LLC 0.00% No change 8 $3K
Sittner & Nelson, LLC 0.00% New 8 $3K
Atlas Capital Advisors Inc. 0.00% No change 8 $3K
Marshall Investment Management, LLC 0.00% New 7 $2K
Burk Holdings LLC 0.00% No change 7 $2K
Oakmont Advisory Group, LLC 0.00% New 7 $2K
Coston, McIsaac & Partners 0.00% No change 8 $2K
IMG Wealth Management, Inc. 0.00% No change 6 $2K
Aventura Private Wealth, LLC 0.00% Add +500.0% 6 $2K
West Paces Advisors Inc. 0.00% New 6 $2K
TFC Financial Management, Inc. 0.00% No change 6 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 5 $2K
Planning Strategies Inc. 0.00% — 5 $2K
Westfuller Advisors, LLC 0.00% New 5 $2K
Mascoma Wealth Management LLC 0.00% No change 5 $2K
Albion Financial Group 0.00% No change 5 $2K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Financial Consulate, Inc. 0.00% Add +33.3% 4 $1K
Signature Resources Capital Management, LLC 0.00% No change 4 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 4 $1K
Nvwm, LLC 0.00% Add +100.0% 4 $1K
Winthrop Capital Management, LLC 0.00% Reduce -20.0% 4 $1K
Davis Capital Management 0.00% Add +200.0% 3 $955
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $955
Cape Investment Advisory, Inc. 0.00% New 3 $955
Valued Wealth Advisors LLC 0.00% No change 3 $955
Strengthening Families & Communities, LLC 0.00% New 3 $955
Signature Equity Partners, LLC 0.00% No change 2 $675
Evolution Wealth Management Inc. 0.00% New 2 $637
Elevated Capital Advisors, LLC 0.00% No change 2 $637
Breakwater Investment Management 0.00% No change 2 $637
Valley National Advisers Inc. 0.00% New 2 $637
Abound Wealth Management 0.00% Reduce -92.0% 2 $637
Strategic Wealth Partners, Ltd. 0.00% No change 2 $637
N.E.W. Advisory Services LLC 0.00% New 2 $637
Y.D. More Investments Ltd 0.00% Add +3.7% 362 $387
FWL Investment Management, LLC 0.00% New 1 $318
Downshift Financial, LLC 0.00% New 1 $318
Highland Investment Advisors LLC 0.00% — 1 $318

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