Simon Property GroupSPG
13F holders, Q1 2024 (March 31)1,081holders
8famous investors
$156.24avg. 13F price*
At the end of Q1 2024, 1,081 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings. The largest holders were Vanguard Group Inc. ($7.3B), BlackRock Inc. ($5.3B) and State Street Corp. ($3.3B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Simon Property Group Inc.
- Sector
- Real Estate
- CUSIP
- 828806109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $230.6M |
| Exits | 77 | $177.9M |
Ownership 1,081 holders
| Vanguard Group Inc. | 0.14% | Add +1.5% | 46,380,446 | $7.3B |
| BlackRock Inc. | 0.12% | Add +0.6% | 33,782,276 | $5.3B |
| State Street Corp. | 0.15% | Reduce -6.8% | 21,191,638 | $3.3B |
| Cohen & Steers, Inc. | 6.75% | Reduce -10.3% | 20,597,320 | $3.2B |
| Norges Bank | 0.45% | Add +1.2% | 18,167,102 | $2.8B |
| Geode Capital Management, LLC | 0.13% | Add +2.8% | 8,904,031 | $1.4B |
| Morgan Stanley | 0.07% | Reduce -2.9% | 5,611,958 | $878.2M |
| FMR LLC | 0.06% | Reduce -4.7% | 5,408,056 | $846.3M |
| Dimensional Fund Advisors LP | 0.20% | Reduce -0.1% | 4,640,430 | $726.2M |
| JPMorgan Chase & Co. | 0.06% | Add +8.1% | 4,623,153 | $723.5M |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -2.0% | 4,432,404 | $693.6M |
| Nuveen Asset Management, LLC | 0.21% | Reduce -0.2% | 4,405,277 | $690.0M |
| Legal & General Group Plc | 0.20% | Reduce -1.1% | 4,388,482 | $686.8M |
| Daiwa Securities Group Inc. | 3.78% | Reduce -14.5% | 4,206,317 | $658.2M |
| Northern Trust Corp. | 0.10% | Reduce -2.5% | 3,881,605 | $607.4M |
| Charles Schwab Investment Management Inc. | 0.13% | Add +2.0% | 3,608,277 | $564.7M |
| Invesco Ltd. | 0.11% | Add +41.6% | 3,382,731 | $529.4M |
| Deutsche Bank AG | 0.20% | Add +2.9% | 2,768,486 | $433.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.15% | Reduce -4.5% | 2,691,445 | $421.2M |
| Bank of New York Mellon Corp | 0.08% | Reduce -2.8% | 2,542,372 | $397.9M |
| Smead Capital Management, Inc. | 5.87% | Add +4.3% | 2,399,145 | $375.4M |
| Boston Partners | 0.43% | Add +4.2% | 2,321,228 | $363.2M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -27.1% | 2,067,581 | $323.6M |
| Bank of America Corp. | 0.03% | Add +33.7% | 1,915,372 | $299.7M |
| Wellington Management Group LLP | 0.05% | Add +280.5% | 1,865,242 | $291.9M |
| CBRE Investment Management Listed Real Assets LLC | 5.38% | Reduce -8.7% | 1,846,877 | $289.0M |
| Centersquare Investment Management LLC | 2.94% | Add +4.5% | 1,814,206 | $255.0M |
| Russell Investments Group, Ltd. | 0.40% | Reduce -2.7% | 1,607,721 | $251.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.16% | Reduce -5.6% | 1,497,696 | $234.4M |
| Prudential Financial Inc. | 0.32% | Reduce -0.6% | 1,469,049 | $229.9M |
| Principal Financial Group Inc. | 0.12% | Reduce -24.9% | 1,291,590 | $202.1M |
| Ameriprise Financial Inc. | 0.05% | Reduce -13.1% | 1,219,453 | $191.2M |
| PGGM Investments | 2.76% | Add +0.4% | 1,214,937 | $190.1M |
| Royal Bank of Canada | 0.05% | Reduce -16.2% | 1,194,155 | $186.9M |
| Schroder Investment Management Group | 0.21% | Add +2.5% | 1,130,651 | $176.9M |
| Canada Pension Plan Investment Board | 0.17% | Add +0.1% | 1,049,467 | $164.2M |
| UBS Group AG | 0.05% | Add +81.3% | 1,034,323 | $161.9M |
| Sei Investments Co. | 0.24% | Reduce -5.3% | 1,028,757 | $161.0M |
| HSBC Holdings PLC | 0.11% | Add +17.8% | 1,007,074 | $157.5M |
| Swiss National Bank | 0.11% | Reduce -4.5% | 977,027 | $152.9M |
| Bessemer Group Inc. | 0.25% | Add +1.5% | 879,942 | $137.7M |
| Franklin Resources Inc. | 0.04% | Add +50.9% | 850,912 | $133.2M |
| Alliancebernstein L.P. | 0.05% | Reduce -2.2% | 848,425 | $132.8M |
| Wells Fargo & Company | 0.03% | Add +5.4% | 839,416 | $131.4M |
| Duff & Phelps Investment Management Co. | 1.57% | Add +9.9% | 839,146 | $131.3M |
| Panagora Asset Management Inc. | 0.68% | Add +23.7% | 832,210 | $130.2M |
| American Century Companies Inc. | 0.08% | Reduce -15.7% | 809,095 | $126.6M |
| National Pension Service | 0.15% | Add +1.4% | 807,784 | $126.4M |
| Amundi | 0.05% | Add +8.7% | 888,258 | $124.7M |
| Parnassus Investments, LLC | 0.26% | Reduce -14.9% | 777,470 | $121.7M |
| Bank of Montreal | 0.04% | Add +3.0% | 773,829 | $121.3M |
| APG Asset Management US Inc. | 0.70% | Add +6.1% | 787,061 | $120.8M |
| Rhumbline Advisers | 0.11% | Reduce -0.8% | 757,831 | $118.6M |
| HighTower Advisors, LLC | 0.19% | Reduce -11.7% | 740,048 | $115.8M |
| BNP Paribas Financial Markets | 0.14% | Add +65.4% | 691,622 | $108.2M |
| Barclays PLC | 0.05% | Reduce -45.7% | 679,577 | $106.3M |
| Neuberger Berman Group LLC | 0.09% | Reduce -4.5% | 663,038 | $103.8M |
| CANADA LIFE ASSURANCE Co | 0.20% | Reduce -1.9% | 629,822 | $98.6M |
| Asset Management One Co., Ltd. | 0.38% | Reduce -2.9% | 626,074 | $98.0M |
| Adelante Capital Management LLC | 6.36% | Add +3.9% | 617,628 | $96.7M |
| Public Employees Retirement System of Ohio | 0.38% | Reduce -0.1% | 616,154 | $96.4M |
| California Public Employees Retirement System | 0.07% | Reduce -3.1% | 599,846 | $93.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.13% | Add +14.1% | 582,609 | $91.2M |
| Macquarie Group Ltd. | 0.10% | Add +10.0% | 573,449 | $89.7M |
| California State Teachers Retirement System | 0.11% | Add +1.1% | 531,847 | $83.2M |
| Credit Suisse AG/ | 0.08% | Reduce -6.7% | 528,133 | $82.6M |
| Retirement Systems of Alabama | 0.30% | Add +0.0% | 487,860 | $76.3M |
| Aberdeen Group plc | 0.15% | Add +1.8% | 481,999 | $75.4M |
| Nomura Asset Management Co. Ltd. | 0.27% | Add +3.6% | 481,166 | $75.3M |
| Castle Hook Partners LP | 2.72% | Add +182.0% | 480,692 | $75.2M |
| Lasalle Investment Management Securities LLC | 3.08% | Reduce -13.9% | 476,888 | $74.6M |
| Heitman Real Estate Securities LLC | 4.25% | Add +250.0% | 476,591 | $74.6M |
| Allianz Asset Management GmbH | 0.12% | Add +45.6% | 460,561 | $72.1M |
| KBC Group NV | 0.23% | Add +67.3% | 453,395 | $71.0M |
| Citigroup Inc. | 0.07% | Add +33.7% | 437,755 | $68.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.33% | Reduce -13.8% | 433,521 | $67.8M |
| National Bank of Canada | 0.12% | Add +121.6% | 458,706 | $67.8M |
| State of New Jersey Common Pension Fund D | 0.19% | Add +0.3% | 409,420 | $64.1M |
| LSV Asset Management | 0.13% | Reduce -24.0% | 399,700 | $62.5M |
| Stifel Financial Corp. | 0.07% | Add +1.3% | 390,329 | $61.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -8.7% | 382,766 | $59.9M |
| LPL Financial LLC | 0.03% | Reduce -14.6% | 369,620 | $57.8M |
| New York State Teachers Retirement System | 0.12% | Reduce -1.4% | 355,803 | $55.7M |
| Ensign Peak Advisors, Inc | 0.10% | No change | 342,012 | $53.5M |
| Pinebridge Investments, L.P. | 0.42% | Reduce -2.4% | 338,776 | $53.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Add +196.9% | 336,446 | $52.6M |
| TCW Group Inc. | 0.53% | Add +3.0% | 332,522 | $52.0M |
| Uniplan Investment Counsel, Inc. | 4.08% | Reduce -5.0% | 325,538 | $50.9M |
| Lazard Asset Management LLC | 0.07% | Add +57.2% | 317,277 | $49.6M |
| State of Tennessee, Department of Treasury | 0.18% | Reduce -5.9% | 316,788 | $49.6M |
| Voloridge Investment Management, LLC | 0.18% | Add +148.9% | 315,297 | $49.3M |
| Aew Capital Management L P | 2.33% | Reduce -39.5% | 304,865 | $47.7M |
| Robeco Institutional Asset Management B.V. | 0.10% | Add +23.5% | 302,974 | $47.4M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +2.8% | 284,865 | $44.6M |
| Sapient Capital LLC | 0.97% | Reduce -0.2% | 279,715 | $43.8M |
| Capital Advisors Inc. | 0.91% | Add +3.9% | 270,175 | $42.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Reduce -12.9% | 269,447 | $41.9M |
| Raymond James & Associates | 0.03% | Add +3.5% | 264,624 | $41.4M |
| Storebrand Asset Management As | 0.14% | Add +7.7% | 264,060 | $41.3M |
| Douglas Lane & Associates, LLC | 0.57% | Reduce -0.6% | 255,539 | $40.0M |
| State Board of Administration of Florida Retirement System | 0.09% | Add +1.9% | 355,254 | $39.8M |
| DekaBank Deutsche Girozentrale | 0.07% | Add +0.9% | 254,087 | $39.0M |
| Edgar Lomax Co. | 2.38% | Add +235.3% | 245,775 | $38.5M |
| Minneapolis Portfolio Management Group, LLC | 5.22% | Reduce -6.2% | 244,252 | $38.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -12.6% | 241,856 | $37.8M |
| New York State Common Retirement Fund | 0.05% | Reduce -8.7% | 238,645 | $37.3M |
| Nisa Investment Advisors, LLC | 0.24% | Add +0.5% | 237,007 | $37.1M |
| Prana Capital Management, LP | 1.66% | Add +8.8% | 236,252 | $37.0M |
| Alyeska Investment Group, L.P. | 0.23% | New | 233,721 | $36.6M |
| CORDA Investment Management, LLC. | 2.90% | Reduce -2.1% | 233,253 | $36.5M |
| PNC Financial Services Group, Inc. | 0.02% | Add +11.7% | 224,163 | $35.1M |
| Susquehanna International Group, LLP | 0.05% | Reduce -23.2% | 220,805 | $34.6M |
| SG Americas Securities, LLC | 0.18% | Add +586.3% | 219,622 | $34.4M |
| Victory Capital Management Inc. | 0.03% | Reduce -8.9% | 216,868 | $33.9M |
| Squarepoint Ops LLC | 0.13% | Add +2110.9% | 206,454 | $32.3M |
| AXA S.A. | 0.10% | Add +7.3% | 205,948 | $32.2M |
| Toronto Dominion Bank | 0.05% | Reduce -12.1% | 199,823 | $31.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.11% | Reduce -34.8% | 199,690 | $31.2M |
| Brookfield Corp | 0.18% | Add +645.9% | 199,285 | $31.2M |
| State of Alaska, Department of Revenue | 0.34% | Add +0.7% | 190,938 | $29.9M |
| Voya Investment Management LLC | 0.03% | Reduce -2.0% | 190,865 | $29.9M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -1.1% | 190,692 | $29.8M |
| Millennium Management | 0.03% | Add +71.6% | 189,004 | $29.6M |
| Capital Fund Management S.A. | 0.36% | Reduce -26.1% | 186,124 | $29.1M |
| Resona Asset Management Co.,Ltd. | 0.17% | — | 184,618 | $28.9M |
| Royal London Asset Management Ltd. | 0.07% | Reduce -3.2% | 182,006 | $28.5M |
| Chevy Chase Trust Holdings, LLC | 0.09% | Reduce -5.6% | 180,789 | $28.3M |
| FIL Ltd | 0.03% | Add +38.4% | 179,440 | $28.1M |
| State of Wisconsin Investment Board | 0.07% | Add +0.8% | 178,843 | $28.0M |
| Mackenzie Financial Corp. | 0.04% | Add +2.5% | 177,756 | $27.8M |
| Foundry Partners, LLC | 1.44% | Reduce -4.3% | 172,797 | $27.0M |
| Treasurer of the State of North Carolina | 0.12% | Add +2.2% | 172,521 | $27.0M |
| Caisse de depot et placement du Quebec | 0.06% | New | 172,000 | $26.9M |
| QRG Capital Management, Inc. | 0.34% | Add +6.2% | 170,290 | $26.6M |
| Natixis Advisors, LLC | 0.06% | Add +2.7% | 169,309 | $26.5M |
| Danske Bank A/S | 0.08% | — | 167,641 | $26.2M |
| Guggenheim Capital LLC | 0.18% | Reduce -7.7% | 161,369 | $25.3M |
| Factory Mutual Insurance Co. | 0.29% | Reduce -18.3% | 160,592 | $25.1M |
| Fort Washington Investment Advisors Inc. | 0.16% | Reduce -23.8% | 155,349 | $24.3M |
| Marshall Wace, LLP | 0.04% | Add +256.1% | 153,137 | $24.0M |
| Handelsbanken Fonder AB | 0.10% | Add +3.4% | 148,855 | $23.3M |
| Analyst IMS Investment Management Services Ltd. | 0.99% | Add +23.2% | 145,240 | $22.7M |
| AQR Capital Management | 0.04% | Reduce -37.6% | 144,484 | $22.5M |
| STRS Ohio | 0.09% | Reduce -11.6% | 141,876 | $22.2M |
| Bruni J V & Co. | 2.63% | Reduce -0.6% | 141,677 | $22.2M |
| Employees Retirement System of Texas | 0.24% | Add +11.8% | 141,579 | $22.2M |
| Schonfeld Strategic Advisors LLC | 0.17% | Add +37.3% | 141,314 | $22.1M |
| Andra AP-fonden | 0.39% | New | 140,500 | $22.0M |
| Van Eck Associates Corp. | 0.03% | Add +2.7% | 138,009 | $21.6M |
| Waterfront Capital Partners, LLC | 1.97% | New | 135,000 | $21.1M |
| Cibc World Markets Corp. | 0.14% | Reduce -30.0% | 134,240 | $21.0M |
| Teacher Retirement System of Texas | 0.13% | Add +3.6% | 133,755 | $20.9M |
| Vert Asset Management LLC | 8.74% | Add +0.1% | 132,775 | $20.8M |
| Swedbank AB | 0.03% | Add +1.6% | 132,322 | $20.7M |
| First Trust Advisors LP | 0.02% | Add +99.0% | 131,552 | $20.6M |
| Korea Investment CORP | 0.05% | Add +0.1% | 131,503 | $20.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -16.9% | 129,414 | $20.3M |
| Advisors Capital Management, LLC | 0.37% | Reduce -2.6% | 129,182 | $20.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.14% | Reduce -1.1% | 129,057 | $20.2M |
| Nordea Investment Management AB | 0.02% | Reduce -15.3% | 129,304 | $20.1M |
| Cibc World Market Inc. | 0.05% | Add +465.1% | 127,881 | $20.0M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -51.5% | 124,663 | $19.5M |
| TD Asset Management Inc | 0.02% | Add +3.1% | 122,643 | $19.2M |
| American Assets Capital Advisers, LLC | 5.26% | New | 118,039 | $18.5M |
| Twin Tree Management, LP | 0.39% | New | 110,027 | $17.2M |
| B&I Capital AG | 5.37% | Reduce -9.0% | 108,230 | $16.9M |
| Davis Selected Advisers | 0.09% | Reduce -3.3% | 107,610 | $16.8M |
| Mercer Global Advisors Inc. | 0.05% | Add +5.4% | 107,450 | $16.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -9.7% | 106,244 | $16.6M |
| Janney Capital Management LLC | 1.08% | Reduce -2.0% | 103,595 | $16.2M |
| UniSuper Management Pty Ltd | 0.16% | Add +8.5% | 103,540 | $16.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Reduce -18.4% | 103,202 | $16.2M |
| Varma Mutual Pension Insurance Co | 0.14% | Add +393.8% | 102,700 | $16.1M |
| State of Michigan Retirement System | 0.09% | No change | 101,649 | $15.9M |
| Pacific Heights Asset Management LLC | 1.29% | No change | 100,000 | $15.6M |
| Jane Street Group, LLC | 0.02% | Reduce -6.9% | 99,299 | $15.5M |
| Lighthouse Investment Partners, LLC | 0.87% | Add +137.5% | 95,000 | $14.9M |
| Arizona State Retirement System | 0.10% | Add +1.7% | 93,621 | $14.7M |
| Forsta Ap-Fonden | 0.12% | Reduce -1.2% | 92,600 | $14.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.18% | Add +4.7% | 91,898 | $14.4M |
| Sound Income Strategies, LLC | 1.06% | Add +4.7% | 90,764 | $14.2M |
| D. E. Shaw & Co. | 0.02% | Reduce -3.6% | 87,357 | $13.7M |
| American International Group, Inc. | 0.05% | Reduce -0.7% | 86,989 | $13.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.14% | Add +9.9% | 81,217 | $12.7M |
| Allstate Corp. | 0.90% | Reduce -4.8% | 80,742 | $12.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.41% | Reduce -6.1% | 80,591 | $12.6M |
| MetLife Investment Management, LLC | 0.08% | Reduce -3.5% | 79,203 | $12.4M |
| Nissay Asset Management Corp. /Japan | 0.08% | Add +2.0% | 77,563 | $12.1M |
| Achmea Investment Management B.V. | 0.23% | Add +15.3% | 76,727 | $12.0M |
| LGT Group Foundation | 0.28% | Reduce -32.4% | 75,327 | $11.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -44.1% | 74,700 | $11.7M |
| Corient Private Wealth LP | 0.02% | Reduce -0.5% | 74,681 | $11.7M |
| Creative Planning | 0.01% | Add +3.7% | 74,128 | $11.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +28.5% | 73,758 | $11.5M |
| Sienna Gestion | 0.99% | — | 73,341 | $11.5M |
| USS Investment Management Ltd | 0.09% | Add +4.6% | 73,166 | $11.4M |
| Independent Advisor Alliance | 0.41% | Add +8.3% | 71,928 | $11.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +0.0% | 81,833 | $11.2M |
| Whittier Trust Co. | 0.16% | Add +0.7% | 69,036 | $10.8M |
| Amalgamated Bank | 0.09% | Reduce -17.1% | 67,902 | $10.6M |
| Payden & Rygel Investment Group | 0.72% | — | 67,850 | $10.6M |
| Payden & Rygel | 0.72% | Add +0.4% | 67,850 | $10.6M |
| Texas Permanent School Fund Corp. | 0.08% | Add +0.0% | 67,284 | $10.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +11.0% | 65,654 | $10.3M |
| Biondo Investment Advisors, LLC | 1.57% | Add +0.6% | 64,813 | $10.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.75% | Reduce -64.2% | 64,670 | $10.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -19.1% | 64,441 | $10.1M |
| IFM Investors Pty Ltd | 0.11% | Reduce -1.2% | 63,799 | $10.0M |
| Aviva PLC | 0.03% | Add +12.3% | 63,157 | $9.9M |
| Cetera Investment Advisers | 0.02% | Add +145.4% | 62,605 | $9.8M |
| Xponance LLC | 0.10% | Add +12.9% | 62,558 | $9.8M |
| Zimmer Partners, LP | 0.21% | New | 62,500 | $9.8M |
| Baron Capital (BAMCO) | 0.03% | Reduce -2.8% | 62,332 | $9.8M |
| O'shaughnessy Asset Management, LLC | 0.11% | Reduce -66.9% | 61,851 | $9.7M |
| Hillman Capital Management, Inc. | 3.11% | Reduce -12.9% | 61,833 | $9.7M |
| GYL Financial Synergies, LLC | 0.74% | Reduce -0.3% | 60,258 | $9.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.12% | Reduce -69.8% | 60,224 | $9.4M |
| Staley Capital Advisers Inc. | 0.44% | Reduce -9.0% | 59,801 | $9.4M |
| Pensionfund PDN | 5.00% | Add +9.1% | 59,708 | $9.3M |
| US Bancorp \de | 0.01% | Add +3.8% | 58,468 | $9.1M |
| ProShare Advisors LLC | 0.02% | Reduce -1.9% | 58,204 | $9.1M |
| Riverview Capital Advisers, LLC | 3.09% | Add +0.1% | 57,449 | $9.0M |
| Czech National Bank | 0.12% | Add +0.4% | 57,344 | $9.0M |
| Wealthfront Advisers LLC | 0.03% | Add +0.8% | 57,261 | $9.0M |
| M&T Bank Corp | 0.03% | Add +11.7% | 57,007 | $8.9M |
| Hoylecohen, LLC | 0.68% | Add +0.6% | 57,000 | $8.9M |
| GSI Capital Advisors LLC | 5.22% | Reduce -34.9% | 56,726 | $8.9M |
| Allianz SE | 0.28% | — | 56,399 | $8.8M |
| Utah Retirement Systems | 0.10% | Reduce -43.5% | 56,207 | $8.8M |
| Susquehanna Fundamental Investments, LLC | 0.41% | New | 56,051 | $8.8M |
| Yousif Capital Management, LLC | 0.10% | Reduce -1.4% | 56,029 | $8.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | New | 55,892 | $8.7M |
| Mariner, LLC | 0.02% | Add +2.3% | 55,166 | $8.6M |
| Nixon Capital, LLC | 3.31% | Reduce -49.5% | 54,708 | $8.6M |
| Huntington National Bank | 0.09% | Add +10.2% | 54,262 | $8.5M |
| Exchange Traded Concepts, LLC | 0.22% | Reduce -6.6% | 53,351 | $8.3M |
| Ontario Teachers Pension Plan Board | 0.08% | Add +81.9% | 52,750 | $8.3M |
| DNB Asset Management AS | 0.04% | Reduce -17.1% | 52,742 | $8.3M |
| Vestcor Inc | 0.28% | Add +39.8% | 51,723 | $8.1M |
| New Insight Wealth Advisors | 4.91% | Reduce -5.1% | 50,216 | $7.9M |
| Truist Financial Corp. | 0.01% | Reduce -6.9% | 49,807 | $7.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +10.7% | 49,453 | $7.7M |
| New York Life Investment Management LLC | 0.08% | Reduce -3.5% | 49,065 | $7.7M |
| Everett Harris & Co. | 0.10% | Add +0.8% | 48,961 | $7.7M |
| Vident Advisory, LLC | 0.16% | Add +10.8% | 48,079 | $7.5M |
| Edgemoor Investment Advisors, Inc. | 0.70% | Add +4.7% | 47,085 | $7.4M |
| Public Employees Retirement Association of Colorado | 0.03% | Reduce -3.9% | 46,990 | $7.4M |
| Hudson Edge Investment Partners Inc. | 1.42% | Reduce -2.0% | 46,355 | $7.3M |
| Integrated Advisors Network LLC | 0.37% | Add +1.0% | 46,177 | $7.2M |
| CIBC Asset Management Inc | 0.03% | Add +3.1% | 46,161 | $7.2M |
| tru Independence LLC | 2.12% | Reduce -8.0% | 45,930 | $7.2M |
| Winslow Asset Management Inc. | 1.34% | Add +0.7% | 45,335 | $7.1M |
| Alpha Omega Wealth Management LLC | 1.32% | Reduce -4.3% | 45,259 | $7.1M |
| Investment Management Corp of Ontario | 0.21% | Reduce -5.0% | 45,118 | $7.1M |
| Agf Management Ltd. | 0.04% | Add +2.3% | 44,794 | $7.0M |
| Pathstone Holdings, LLC | 0.03% | Add +7.2% | 43,855 | $6.9M |
| MML Investors Services, LLC | 0.03% | Add +3.5% | 42,801 | $6.7M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -2.1% | 42,733 | $6.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.08% | Reduce -0.4% | 42,649 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.6% | 41,818 | $6.5M |
| Ethic Inc. | 0.16% | Add +5.7% | 41,381 | $6.5M |
| Crossmark Global Holdings, Inc. | 0.13% | Add +2.8% | 41,259 | $6.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -23.6% | 40,728 | $6.4M |
| Bank of Nova Scotia | 0.01% | Add +0.1% | 40,550 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.2% | 40,038 | $6.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +3.7% | 39,073 | $6.1M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -10.8% | 39,037 | $6.1M |
| LBP Am SA | 0.24% | Reduce -44.6% | 38,794 | $6.1M |
| Public Sector Pension Investment Board | 0.04% | Reduce -1.4% | 38,627 | $6.0M |
| Greystone Financial Group, LLC | 1.20% | Reduce -6.6% | 38,484 | $6.0M |
| Inspire Investing, LLC | 0.61% | Add +7.2% | 37,873 | $5.9M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -8.0% | 37,019 | $5.8M |
| Spectrum Wealth Counsel, LLC | 0.70% | Reduce -0.7% | 36,584 | $5.7M |
| Waters Parkerson & Co., LLC | 0.29% | Add +0.4% | 35,880 | $5.6M |
| Barometer Capital Management Inc. | 1.45% | New | 39,750 | $5.6M |
| Metis Global Partners, LLC | 0.20% | Add +1.8% | 35,309 | $5.5M |
| Empowered Funds, LLC | 0.10% | Add +3.7% | 34,369 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -15.5% | 33,688 | $5.3M |
| Vanderbilt University | 1.10% | Add +144.3% | 33,670 | $5.3M |
| Natixis | 0.03% | Add +14.9% | 33,365 | $5.2M |
| Tocqueville Asset Management L.P. | 0.08% | Reduce -5.7% | 32,858 | $5.1M |
| Cerity Partners LLC | 0.01% | Add +173.1% | 32,610 | $5.1M |
| Whittier Trust Co. of Nevada Inc. | 0.15% | Add +5.5% | 32,339 | $5.1M |
| McGinn Penninger Investment Management, Inc. | 3.16% | Reduce -0.2% | 30,829 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -12.1% | 30,428 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.19% | Reduce -0.0% | 30,367 | $4.8M |
| Concentric Wealth Management, LLC | 1.26% | Add +1.7% | 30,290 | $4.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.06% | No change | 30,100 | $4.7M |
| Elo Mutual Pension Insurance Co | 0.11% | Add +4.4% | 29,812 | $4.7M |
| M&G PLC | 0.03% | — | 29,832 | $4.7M |
| Condor Capital Management | 0.45% | Reduce -1.4% | 29,623 | $4.6M |
| Pensionfund Sabic | 1.37% | Add +25.4% | 29,606 | $4.6M |
| Fred Alger Management, LLC | 0.02% | Add +14.9% | 28,673 | $4.5M |
| Boothbay Fund Management, LLC | 0.14% | Add +15.0% | 28,635 | $4.5M |
| Oliver Luxxe Assets LLC | 0.94% | Reduce -0.6% | 28,611 | $4.5M |
| Sheets Smith Wealth Management | 0.50% | New | 28,265 | $4.4M |
| D.A. Davidson & Co. | 0.04% | Add +0.2% | 28,089 | $4.4M |
| Oregon Public Employees Retirement Fund | 0.09% | Reduce -53.6% | 27,855 | $4.4M |
| Group One Trading LLC | 0.15% | New | 27,707 | $4.3M |
| Atria Investments, Inc | 0.06% | Add +6.0% | 27,651 | $4.3M |
| Gulf International Bank (UK) Ltd | 0.11% | Add +0.8% | 27,026 | $4.2M |
| Peapack Gladstone Financial Corp. | 0.07% | Reduce -6.4% | 26,887 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +1.4% | 26,804 | $4.2M |
| Norinchukin Bank, The | 0.13% | Reduce -1.3% | 26,753 | $4.2M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -5.3% | 26,647 | $4.2M |
| Liberty Mutual Group Asset Management Inc. | 1.19% | No change | 26,637 | $4.2M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Add +6.5% | 26,562 | $4.2M |
| Fifth Third Bancorp | 0.02% | Add +0.9% | 26,516 | $4.1M |
| Del-Sette Capital Management, LLC | 3.41% | New | 26,503 | $4.1M |
| Gotham Asset Management | 0.06% | Add +9.7% | 26,233 | $4.1M |
| Presima Securities ULC | 0.95% | Add +40.1% | 26,127 | $4.1M |
| Fiduciary Group, LLC | 0.44% | Reduce -3.7% | 25,897 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.8% | 24,932 | $3.9M |
| DoubleLine ETF Adviser LP | 0.99% | Add +11.2% | 24,908 | $3.9M |
| Kentucky Retirement Systems | 0.12% | Reduce -5.2% | 24,751 | $3.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.07% | Add +333.5% | 24,531 | $3.8M |
| New Potomac Partners, LLC | 2.11% | Add +3.9% | 24,295 | $3.8M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -0.0% | 19,266 | $3.8M |
| Nicholas Investment Partners, LP | 0.42% | No change | 23,907 | $3.7M |
| Private Advisor Group, LLC | 0.03% | Add +2.4% | 23,730 | $3.7M |
| United Capital Financial Advisors, LLC | 0.03% | Add +0.1% | 23,719 | $3.7M |
| Advisory Services Network, LLC | 0.08% | Reduce -16.4% | 23,447 | $3.7M |
| Captrust Financial Advisors | 0.01% | Reduce -29.8% | 23,446 | $3.7M |
| Townsquare Capital LLC | 0.05% | Reduce -6.5% | 23,272 | $3.6M |
| Metropolitan Life Insurance Co | 0.16% | Reduce -0.3% | 23,208 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Add +20.8% | 23,123 | $3.6M |
| Grassi Investment Management | 0.33% | Reduce -0.6% | 23,070 | $3.6M |
| Quantinno Capital Management LP | 0.08% | Add +25.2% | 23,062 | $3.6M |
| Naviter Wealth, LLC | 0.59% | Reduce -8.3% | 23,041 | $3.6M |
| Soltis Investment Advisors LLC | 0.40% | Reduce -45.0% | 22,978 | $3.6M |
| Maryland State Retirement & Pension System | 0.07% | No change | 25,250 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +338.5% | 22,640 | $3.5M |
| SAM Advisors, LLC | 1.30% | New | 22,593 | $3.5M |
| Pacer Advisors, Inc. | 0.01% | Add +2.7% | 22,178 | $3.5M |
| Truvestments Capital LLC | 1.33% | Reduce -3.9% | 22,159 | $3.5M |
| TTP Investments, Inc. | 1.50% | Add +3.1% | 21,831 | $3.4M |
| Fortem Financial Group, LLC | 1.49% | Add +5.9% | 21,745 | $3.4M |
| Trek Financial, LLC | 0.27% | New | 21,588 | $3.4M |
| Yarbrough Capital, LLC | 0.15% | No change | 21,500 | $3.4M |
| Commerce Bank | 0.02% | Add +1.0% | 21,288 | $3.3M |
| Hartford Investment Management Co. | 0.12% | Reduce -3.9% | 21,089 | $3.3M |
| Candriam S.C.A. | 0.02% | Add +9.6% | 20,867 | $3.3M |
| Cornerstone Wealth Group, LLC | 0.30% | New | 20,538 | $3.2M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.38% | Reduce -14.4% | 20,301 | $3.2M |
| Intact Investment Management Inc. | 0.12% | No change | 20,000 | $3.1M |
| Waterloo Capital, L.P. | 0.40% | Add +18.4% | 19,821 | $3.1M |
| Lodestone Wealth Management LLC | 1.63% | Add +0.0% | 19,804 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -10.3% | 19,662 | $3.1M |
| Lake Street Advisors Group, LLC | 0.14% | Reduce -0.6% | 19,594 | $3.1M |
| Strategic Global Advisors, LLC | 0.65% | Reduce -2.9% | 19,348 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Reduce -1.3% | 19,326 | $3.0M |
| Securian Asset Management, Inc. | 0.09% | Reduce -6.9% | 19,192 | $3.0M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -3.5% | 19,000 | $3.0M |
| Red Cedar Investment Management, LLC | 0.36% | Add +158.0% | 18,664 | $2.9M |
| Adell Harriman & Carpenter Inc. | 0.24% | Reduce -4.6% | 18,593 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -7.7% | 17,913 | $2.8M |
| Credit Agricole S A | 0.05% | Add +112.1% | 19,999 | $2.8M |
| Black Swift Group, LLC | 0.72% | Reduce -17.5% | 17,830 | $2.8M |
| Federated Hermes, Inc. | 0.01% | Reduce -3.1% | 17,547 | $2.7M |
| Spirit of America Management Corp. | 0.55% | No change | 17,500 | $2.7M |
| Lockheed Martin Investment Management Co. | 0.20% | Reduce -23.2% | 18,879 | $2.7M |
| Sheaff Brock Investment Advisors, LLC | 0.22% | Reduce -3.1% | 17,294 | $2.7M |
| Blair William & Co. | 0.01% | Reduce -1.9% | 16,909 | $2.6M |
| Chilton Capital Management LLC | 0.13% | Reduce -11.0% | 16,883 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | Add +6.6% | 16,833 | $2.6M |
| GeoWealth Management, LLC | 0.10% | Add +33.0% | 16,757 | $2.6M |
| Financial Management Network Inc. | 0.66% | Reduce -8.6% | 17,570 | $2.6M |
| Perpetual Ltd | 0.03% | Reduce -20.0% | 16,420 | $2.6M |
| New Mexico Educational Retirement Board | 0.09% | Reduce -3.5% | 16,395 | $2.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.30% | Reduce -3.5% | 16,312 | $2.6M |
| Advisors Asset Management, Inc. | 0.05% | Add +15.4% | 16,110 | $2.5M |
| Redmond Asset Management, LLC | 0.79% | Reduce -2.3% | 15,805 | $2.5M |
| AMG National Trust Bank | 0.07% | Reduce -32.6% | 15,572 | $2.4M |
| Quadrature Capital Ltd | 0.04% | Add +58.7% | 15,242 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -73.4% | 14,655 | $2.3M |
| Legacy Capital Wealth Partners, LLC | 1.61% | New | 20,442 | $2.3M |
| Point72 Asset Management | 0.01% | Reduce -78.1% | 14,395 | $2.3M |
| Cascade Investment Group, Inc. | 1.67% | Reduce -2.9% | 14,271 | $2.2M |
| Venture Visionary Partners LLC | 0.11% | Add +1.0% | 14,187 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Add +4.5% | 14,186 | $2.2M |
| Edgestream Partners, L.P. | 0.11% | Reduce -34.2% | 14,121 | $2.2M |
| Brookstone Capital Management | 0.04% | Add +9.6% | 13,991 | $2.2M |
| Moran Wealth Management, LLC | 0.07% | Add +27.7% | 13,819 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -10.2% | 13,775 | $2.2M |
| Diligent Investors, LLC | 0.54% | Reduce -1.8% | 13,672 | $2.1M |
| Clough Capital Partners L P | 0.23% | No change | 13,600 | $2.1M |
| E. Ohman J:or Asset Management AB | 0.05% | Add +7.9% | 13,600 | $2.1M |
| Erste Asset Management GmbH | 0.03% | Add +28.0% | 13,700 | $2.1M |
| Snowden Capital Advisors LLC | 0.07% | Add +2.2% | 13,533 | $2.1M |
| Plato Investment Management Ltd | 0.22% | Add +2869.2% | 13,480 | $2.1M |
| CCM Investment Advisers LLC | 0.25% | Reduce -5.3% | 13,440 | $2.1M |
| Cunning Capital Partners, LP | 1.15% | No change | 13,265 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +75.9% | 13,098 | $2.0M |
| Arbor Capital Management Inc. | 1.93% | Reduce -16.1% | 13,580 | $2.0M |
| Carret Asset Management, LLC | 0.24% | No change | 12,953 | $2.0M |
| Ieq Capital, LLC | 0.03% | Add +10.3% | 12,882 | $2.0M |
| AIA Group Ltd | 0.07% | New | 12,869 | $2.0M |
| Tidal Investments LLC | 0.03% | Add +19.5% | 12,849 | $2.0M |
| Tower Bridge Advisors | 0.21% | Reduce -24.7% | 12,800 | $2.0M |
| Jaffetilchin Investment Partners, LLC | 0.18% | Reduce -2.4% | 12,768 | $2.0M |
| HUB Investment Partners, LLC | 0.11% | Add +53.3% | 12,600 | $2.0M |
| Wolverine Trading, LLC | 0.02% | Add +168.1% | 12,592 | $2.0M |
| Vinva Investment Management Ltd | 0.11% | Add +34.9% | 12,506 | $2.0M |
| Scotia Capital Inc. | 0.01% | Add +68.4% | 12,457 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +79.9% | 12,204 | $1.9M |
| APG Asset Management N.V. | 0.00% | Add +1.5% | 13,169 | $1.9M |
| Affinity Investment Advisors, LLC | 1.37% | Reduce -7.1% | 11,993 | $1.9M |
| Howland Capital Management LLC | 0.09% | Reduce -0.8% | 11,961 | $1.9M |
| KG Capital Management | 0.74% | No change | 12,281 | $1.9M |
| Legacy Wealth Asset Management, LLC | 0.52% | Add +0.3% | 11,940 | $1.9M |
| Investors Research Corp | 0.43% | Reduce -3.7% | 11,787 | $1.8M |
| Alpine Woods Capital Investors, LLC | 0.37% | No change | 13,100 | $1.8M |
| NewEdge Advisors, LLC | 0.02% | Add +1.1% | 11,746 | $1.8M |
| Signet Financial Management, LLC | 0.25% | Add +6.8% | 11,733 | $1.8M |
| Cascade Investment Advisors, Inc. | 1.20% | Reduce -4.6% | 11,728 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +324.3% | 11,548 | $1.8M |
| Praxis Investment Management Inc. | 0.12% | Reduce -0.5% | 11,169 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Reduce -2.5% | 11,000 | $1.7M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -87.3% | 10,919 | $1.7M |
| Diversified Trust Co. | 0.05% | Add +130.9% | 10,852 | $1.7M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 10,792 | $1.7M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.12% | Reduce -7.5% | 10,755 | $1.7M |
| Lido Advisors, LLC | 0.02% | Reduce -17.1% | 10,710 | $1.7M |
| Premier Path Wealth Partners, LLC | 0.31% | Add +1.0% | 10,643 | $1.7M |
| Acadian Asset Management LLC | 0.01% | Reduce -8.8% | 10,552 | $1.6M |
| First Trust Direct Indexing L.P. | 0.12% | Add +12.8% | 10,537 | $1.6M |
| Intech Investment Management LLC | 0.02% | Reduce -41.8% | 10,462 | $1.6M |
| Wellington Shields Capital Management, LLC | 0.31% | Reduce -7.1% | 10,445 | $1.6M |
| Ossiam | 0.03% | Reduce -31.5% | 10,381 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.1% | 10,342 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Add +1.6% | 10,256 | $1.6M |
| Granger Management LLC | 0.32% | No change | 10,204 | $1.6M |
| Mystic Asset Management, Inc. | 0.65% | Add +3.2% | 10,032 | $1.6M |
| BCGM Wealth Management, LLC | 0.56% | Add +3.5% | 9,986 | $1.6M |
| Jeppson Wealth Management, LLC | 0.61% | Reduce -3.1% | 9,981 | $1.6M |
| Convergence Investment Partners, LLC | 0.59% | Add +18.4% | 9,882 | $1.5M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -6.5% | 9,834 | $1.5M |
| iA Global Asset Management Inc. | 0.03% | Add +29.0% | 9,767 | $1.5M |
| Stamos Capital Partners, L.P. | 0.35% | Reduce -7.2% | 9,720 | $1.5M |
| Composition Wealth, LLC | 0.04% | Add +0.6% | 9,661 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -0.8% | 9,492 | $1.5M |
| Slagle Financial, LLC | 0.80% | New | 9,385 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.3% | 9,338 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +1.3% | 9,338 | $1.5M |
| Greenland Capital Management LP | 0.24% | Add +79.5% | 9,336 | $1.5M |
| Pitcairn Co. | 0.09% | Add +121.1% | 8,857 | $1.4M |
| Clarius Group, LLC | 0.10% | Reduce -11.6% | 8,853 | $1.4M |
| Rakuten Investment Management, Inc. | 0.01% | Add +985.0% | 8,767 | $1.4M |
| Tokio Marine Asset Management Co. Ltd. | 0.07% | Add +16.6% | 8,763 | $1.4M |
| Versor Investments LP | 0.27% | Add +8.0% | 8,627 | $1.4M |
| Valeo Financial Advisors, LLC | 0.05% | Add +7.8% | 9,452 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +23.0% | 8,542 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.24% | Reduce -39.2% | 8,487 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.10% | No change | 8,475 | $1.3M |
| Assetmark, Inc. | 0.00% | Reduce -9.6% | 8,366 | $1.3M |
| AXS Investments LLC | 0.31% | Reduce -38.3% | 8,334 | $1.3M |
| Personal Cfo Solutions, LLC | 0.20% | Reduce -26.2% | 8,270 | $1.3M |
| Groupama Asset Managment | 0.02% | Reduce -56.3% | 8,266 | $1.3M |
| Penserra Capital Management LLC | 0.02% | Reduce -7.2% | 8,260 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.7% | 8,057 | $1.3M |
| Mark Asset Management LP | 0.17% | Reduce -7.1% | 8,023 | $1.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.05% | Add +12.6% | 8,022 | $1.3M |
| Radnor Capital Management, LLC | 0.21% | New | 8,004 | $1.3M |
| Ritholtz Wealth Management | 0.04% | Add +127.5% | 7,943 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -96.0% | 7,886 | $1.2M |
| Cullen Capital Management, LLC | 0.01% | Add +6.2% | 7,864 | $1.2M |
| Palogic Value Management, L.P. | 0.53% | Add +2.0% | 7,862 | $1.2M |
| Pacific Global Investment Management Co. | 0.23% | Reduce -0.7% | 7,803 | $1.2M |
| Qtron Investments LLC | 0.17% | No change | 7,798 | $1.2M |
| Jamison Private Wealth Management, Inc. | 0.21% | Add +36.9% | 7,754 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.19% | Add +0.0% | 7,704 | $1.2M |
| CWA Asset Management Group, LLC | 0.07% | Add +138.1% | 7,668 | $1.2M |
| Inspire Trust Co, N.A. | 0.67% | Add +182.2% | 7,620 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +16.7% | 10,980 | $1.2M |
| Alberta Investment Management Corp | 0.01% | No change | 7,500 | $1.2M |
| Cwm, LLC | 0.01% | Add +7.9% | 7,459 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 7,454 | $1.2M |
| Kintegral Advisory, LLC | 0.12% | Reduce -0.3% | 7,382 | $1.2M |
| Meeder Advisory Services, Inc. | 0.12% | Add +5.7% | 7,375 | $1.2M |
| Wexford Capital LP | 0.23% | Reduce -31.9% | 7,317 | $1.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.08% | New | 7,301 | $1.1M |
| Bramshill Investments, LLC | 0.13% | Add +203.9% | 7,293 | $1.1M |
| Aspiriant, LLC | 0.05% | New | 7,281 | $1.1M |
| TrueWealth Advisors, LLC | 0.44% | No change | 7,260 | $1.1M |
| Apollon Wealth Management, LLC | 0.04% | Add +8.6% | 7,237 | $1.1M |
| MBL Wealth, LLC | 0.13% | Reduce -29.2% | 7,226 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -2.2% | 7,202 | $1.1M |
| Chesapeake Asset Management LLC | 1.12% | No change | 7,200 | $1.1M |
| Degroof Petercam Asset Management | 0.01% | No change | 7,200 | $1.1M |
| NewEdge Wealth, LLC | 0.03% | Reduce -8.0% | 7,956 | $1.1M |
| Yelin Lapidot Holdings Management Ltd. | 0.23% | No change | 7,150 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.31% | Add +8.8% | 7,978 | $1.1M |
| NEOS Investment Management LLC | 0.07% | Add +62.3% | 7,140 | $1.1M |
| Commerzbank Aktiengesellschaft | 0.04% | Add +5.8% | 7,089 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +24.4% | 7,033 | $1.1M |
| Gifford Fong Associates | 0.30% | No change | 7,000 | $1.1M |
| Carmel Capital Partners, LLC | 0.45% | Add +2.6% | 6,897 | $1.1M |
| New England Research & Management, Inc. | 0.53% | Reduce -34.6% | 6,880 | $1.1M |
| Strategic Advisors LLC | 0.21% | Add +1.0% | 6,868 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +125.0% | 6,785 | $1.1M |
| Verition Fund Management LLC | 0.01% | Reduce -5.5% | 6,769 | $1.1M |
| Future Financial Wealth Managment LLC | 0.81% | Reduce -1.2% | 6,722 | $1.1M |
| Assenagon Asset Management S.A. | 0.00% | Add +3.7% | 6,713 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Add +14.3% | 6,654 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.56% | Reduce -6.5% | 6,576 | $1.0M |
| Inceptionr LLC | 0.26% | New | 6,484 | $1.0M |
| Baker Tilly Wealth Management, LLC | 0.18% | Reduce -3.1% | 6,471 | $1.0M |
| Marino, Stram & Associates LLC | 0.23% | Add +1.5% | 6,295 | $985K |
| MAI Capital Management | 0.01% | Add +16.8% | 6,265 | $980K |
| Qube Research & Technologies Ltd | 0.00% | Add +14.7% | 6,194 | $969K |
| Solidarity Wealth, LLC | 0.30% | No change | 6,170 | $966K |
| Jefferies Financial Group Inc. | 0.02% | New | 6,170 | $966K |
| Perigon Wealth Management, LLC | 0.03% | Reduce -4.8% | 6,167 | $965K |
| Harbor Capital Advisors, Inc. | 0.13% | New | 6,147 | $962K |
| SteelPeak Wealth, LLC | 0.05% | Reduce -2.4% | 6,115 | $957K |
| SVB Wealth LLC | 0.02% | Add +13.8% | 6,064 | $949K |
| Syon Capital LLC | 0.09% | Add +2.0% | 6,046 | $946K |
| Brown Advisory Inc. | 0.00% | Reduce -5.3% | 6,041 | $945K |
| Bleakley Financial Group, LLC | 0.03% | Add +1.3% | 6,033 | $944K |
| Gabelli Funds LLC | 0.01% | No change | 6,000 | $939K |
| Simplicity Wealth,LLC | 0.02% | New | 5,997 | $939K |
| Regal Investment Advisors LLC | 0.06% | Add +50.5% | 5,941 | $930K |
| MSH Capital Advisors LLC | 0.33% | Reduce -5.0% | 5,934 | $929K |
| Keybank National Association | 0.00% | Add +7.6% | 5,904 | $924K |
| Western Financial Corp | 0.56% | New | 5,866 | $918K |
| Adams Asset Advisors, LLC | 0.12% | No change | 5,789 | $906K |
| Checchi Capital Advisers, LLC | 0.07% | Add +4.9% | 5,735 | $897K |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -3.4% | 5,701 | $892K |
| Wellington Shields & Co., LLC | 0.30% | No change | 5,700 | $892K |
| AlphaStar Capital Management, LLC | 0.09% | Add +285.9% | 5,665 | $887K |
| Prudential PLC | 0.01% | Reduce -65.5% | 5,633 | $882K |
| Wedmont Private Capital | 0.06% | Add +2.6% | 5,835 | $876K |
| Ellevest, Inc. | 0.05% | Add +7.9% | 5,561 | $870K |
| Jump Financial, LLC | 0.02% | New | 5,541 | $867K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.5% | 5,431 | $850K |
| Coldstream Capital Management Inc. | 0.02% | Add +4.5% | 5,425 | $849K |
| Intrua Financial, LLC | 0.13% | Reduce -3.8% | 5,400 | $845K |
| Invst, LLC | 0.10% | Reduce -18.0% | 5,305 | $814K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.8% | 5,209 | $799K |
| Signaturefd, LLC | 0.02% | Add +3.1% | 5,102 | $798K |
| TBH Global Asset Management, LLC | 0.16% | No change | 5,093 | $797K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -6.3% | 5,086 | $796K |
| Monument Capital Management | 0.23% | Reduce -2.3% | 5,070 | $793K |
| Profund Advisors LLC | 0.03% | Reduce -9.9% | 5,032 | $787K |
| Gilman Hill Asset Management, LLC | 0.14% | Add +10.4% | 5,026 | $787K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -12.4% | 5,025 | $786K |
| American Assets Inc. | 0.29% | No change | 5,000 | $782K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -11.4% | 4,927 | $771K |
| International Assets Investment Management, LLC | 0.08% | Reduce -22.5% | 5,000 | $767K |
| Highline Wealth Partners LLC | 0.31% | Reduce -0.0% | 4,841 | $758K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 5,279 | $752K |
| Monetary Management Group Inc. | 0.21% | Reduce -6.5% | 4,791 | $750K |
| Horizon Investments, LLC | 0.02% | Add +1.6% | 4,782 | $748K |
| XTX Topco Ltd | 0.10% | New | 4,778 | $748K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -8.2% | 4,745 | $743K |
| Donoghue Forlines LLC | 0.21% | Reduce -56.4% | 4,742 | $742K |
| Entropy Technologies, LP | 0.08% | New | 4,674 | $731K |
| Parallel Advisors, LLC | 0.02% | Add +2.9% | 4,647 | $727K |
| First Hawaiian Bank | 0.02% | Reduce -6.4% | 4,609 | $721K |
| Heritage Trust Co | 0.10% | Add +3.2% | 4,598 | $720K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +77.2% | 4,569 | $715K |
| Murphy Pohlad Asset Management LLC | 0.28% | No change | 4,536 | $710K |
| Los Angeles Capital Management LLC | 0.00% | Add +11.9% | 4,524 | $708K |
| Pekin Hardy Strauss, Inc. | 0.10% | Reduce -1.3% | 4,515 | $707K |
| Insigneo Advisory Services, LLC | 0.08% | Add +3.7% | 4,502 | $705K |
| Emergent Wealth Advisors, LLC | 0.60% | Reduce -3.6% | 4,477 | $701K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +54.7% | 4,455 | $697K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +5.6% | 4,446 | $696K |
| Ballentine Partners, LLC | 0.01% | Add +8.1% | 4,238 | $663K |
| VELA Investment Management, LLC | 0.24% | Add +1.2% | 4,234 | $663K |
| Independent Financial Group, LLC | 0.03% | Reduce -17.1% | 4,211 | $659K |
| Compound Planning, Inc. | 0.06% | Add +55.8% | 4,196 | $657K |
| NorthRock Partners, LLC | 0.03% | Add +14.3% | 4,145 | $657K |
| Belpointe Asset Management LLC | 0.05% | Reduce -5.4% | 4,156 | $650K |
| Nabity-Jensen Investment Management Inc | 0.53% | No change | 4,141 | $648K |
| Ninety One SA (Pty) Ltd | 0.09% | Reduce -11.8% | 4,149 | $647K |
| Inspire Advisors, LLC | 0.09% | Add +1.7% | 4,126 | $646K |
| Alta Wealth Advisors LLC | 0.33% | Reduce -2.5% | 4,126 | $646K |
| Renaissance Group LLC | 0.02% | Add +71.4% | 4,121 | $645K |
| Oak Grove Capital LLC | 0.18% | No change | 4,100 | $642K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.1% | 4,093 | $641K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -32.2% | 4,090 | $640K |
| American Assets Investment Management, LLC | 0.06% | New | 4,075 | $638K |
| HB Wealth Management, LLC | 0.01% | Reduce -15.9% | 4,009 | $627K |
| Infrastructure Capital Advisors, LLC | 0.10% | Add +97.8% | 4,000 | $626K |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.6% | 3,996 | $625K |
| Accuvest Global Advisors | 0.27% | Add +33.3% | 3,982 | $623K |
| Trust Co. of Vermont | 0.03% | No change | 3,966 | $621K |
| Geller Advisors LLC | 0.05% | Add +1.4% | 3,952 | $618K |
| Prestige Wealth Management Group LLC | 0.13% | Add +21705.6% | 3,925 | $614K |
| Element Wealth, LLC | 0.35% | No change | 3,849 | $602K |
| CFM Wealth Partners LLC | 0.12% | New | 3,803 | $595K |
| Diversify Advisory Services, LLC | 0.04% | — | 3,870 | $594K |
| Beacon Investment Advisors LLC | 0.34% | Reduce -0.3% | 3,770 | $590K |
| Savant Capital, LLC | 0.01% | Add +11.2% | 3,752 | $587K |
| American Investment Services, Inc. | 0.10% | No change | 3,730 | $584K |
| Foster & Motley Inc. | 0.04% | Reduce -16.5% | 3,723 | $583K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -21.4% | 3,728 | $583K |
| RS Crum Inc. | 0.16% | No change | 3,709 | $580K |
| Rossmore Private Capital | 0.08% | Reduce -12.9% | 3,700 | $579K |
| Caprock Group, LLC | 0.03% | Add +3.8% | 3,699 | $579K |
| JDM Financial Group LLC | 0.42% | Add +0.2% | 3,695 | $578K |
| Summit Trail Advisors, LLC | 0.02% | Add +70.2% | 3,664 | $573K |
| Ghe, LLC | 0.26% | No change | 3,652 | $572K |
| CW Advisors, LLC | 0.01% | Add +0.2% | 3,642 | $570K |
| Portside Wealth Group, LLC | 0.10% | Add +2.3% | 3,623 | $567K |
| GTS Securities LLC | 0.02% | Reduce -53.5% | 3,610 | $565K |
| NFSG Corp | 0.25% | New | 3,602 | $564K |
| Portman Square Capital LLP | 0.58% | No change | 3,599 | $563K |
| Schechter Investment Advisors, LLC | 0.04% | Add +4.3% | 3,551 | $556K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.8% | 3,525 | $552K |
| Gables Capital Management Inc. | 0.30% | Reduce -1.4% | 3,515 | $550K |
| HRT Financial LP | 0.00% | Reduce -48.2% | 3,517 | $550K |
| Optimum Investment Advisors | 0.25% | Reduce -6.7% | 3,479 | $544K |
| Tobias Financial Advisors, Inc. | 0.12% | Add +1.0% | 3,475 | $544K |
| Cigna Investments Inc. | 0.10% | Reduce -0.9% | 3,469 | $542K |
| Joel Isaacson & Co., LLC | 0.03% | Add +1.8% | 3,456 | $541K |
| Stephens Inc. | 0.01% | Reduce -24.9% | 3,439 | $538K |
| Lantern Wealth Advisors, LLC | 0.38% | Add +0.2% | 3,423 | $536K |
| Siemens Fonds Invest GmbH | 0.04% | Reduce -4.4% | 3,423 | $536K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -5.4% | 3,598 | $536K |
| Ofi Invest Asset Management | 0.01% | Reduce -11.1% | 3,673 | $532K |
| First Dallas Securities Inc. | 0.24% | Add +13.3% | 3,400 | $532K |
| Schulhoff & Co. Inc. | 0.23% | Reduce -2.9% | 3,366 | $527K |
| Morningstar Investment Management LLC | 0.06% | No change | 3,353 | $525K |
| Ostrum Asset Management | 0.04% | No change | 3,312 | $518K |
| Rothschild Investment LLC | 0.04% | Add +1.1% | 3,307 | $518K |
| Supplemental Annuity Collective Trust of NJ | 0.16% | No change | 3,300 | $516K |
| Two Sigma Securities, LLC | 0.02% | New | 3,276 | $513K |
| Jackson Square Capital, LLC | 0.13% | New | 3,274 | $512K |
| SkyView Investment Advisors, LLC | 0.09% | New | 3,253 | $509K |
| Alpha Cubed Investments, LLC | 0.03% | Add +42.0% | 3,245 | $508K |
| PFG Investments, LLC | 0.03% | Add +56.8% | 3,232 | $506K |
| Wintrust Investments LLC | 0.04% | Reduce -5.8% | 3,229 | $505K |
| Fourpath Capital Management, LLC | 0.35% | No change | 3,225 | $505K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +0.8% | 3,214 | $503K |
| Sunbelt Securities, Inc. | 0.06% | No change | 3,178 | $497K |
| Quadrant Capital Group LLC | 0.04% | Add +0.3% | 3,176 | $497K |
| Harvest Fund Management Co., Ltd | 0.04% | Add +59.7% | 3,170 | $496K |
| Lazari Capital Management, Inc. | 0.27% | Reduce -3.1% | 3,153 | $493K |
| Proficio Capital Partners LLC | 0.05% | Add +8.6% | 3,144 | $492K |
| Embree Financial Group | 0.10% | Add +4.7% | 3,114 | $487K |
| Krane Funds Advisors LLC | 0.02% | New | 3,240 | $486K |
| Cohen Klingenstein LLC | 0.02% | No change | 3,100 | $485K |
| InTrack Investment Management Inc | 0.36% | Reduce -2.5% | 3,088 | $483K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +83.6% | 3,082 | $482K |
| WASHINGTON TRUST Co | 0.02% | No change | 3,079 | $482K |
| Strategic Advocates LLC | 0.18% | Add +5.0% | 3,059 | $479K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.2% | 3,055 | $478K |
| HighPoint Advisor Group LLC | 0.03% | Add +1.3% | 3,255 | $478K |
| Merrion Investment Management Co, LLC | 0.34% | No change | 3,000 | $475K |
| Griffin Asset Management, Inc. | 0.06% | Reduce -34.4% | 3,032 | $475K |
| Lederer & Associates Investment Counsel | 0.33% | Add +2.4% | 3,007 | $471K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -6.3% | 3,001 | $470K |
| Westover Capital Advisors, LLC | 0.14% | No change | 3,000 | $469K |
| FNY Investment Advisers, LLC | 0.29% | Add +36.4% | 3,000 | $469K |
| Roble, Belko & Company, Inc | 0.08% | New | 3,000 | $469K |
| Opinicus Capital, Inc. | 0.41% | Reduce -13.6% | 2,985 | $467K |
| CreativeOne Wealth, LLC | 0.02% | New | 2,970 | $465K |
| Johnson Investment Counsel Inc. | 0.01% | Add +8.8% | 2,970 | $465K |
| First National Bank Sioux Falls | 0.25% | No change | 2,965 | $464K |
| Westpac Banking Corp. | 0.04% | Add +0.5% | 2,961 | $463K |
| Titleist Asset Management, LLC | 0.08% | Reduce -8.4% | 2,940 | $460K |
| Mgo One Seven LLC | 0.02% | Reduce -17.2% | 2,924 | $458K |
| GAMMA Investing LLC | 0.09% | Add +11.5% | 2,921 | $457K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.4% | 2,920 | $457K |
| HGI Capital Management, LLC | 0.49% | New | 2,917 | $456K |
| Sage Investment Advisers LLC | 0.52% | Reduce -1.2% | 2,896 | $453K |
| Shell Asset Management Co. | 0.02% | Add +24.1% | 2,945 | $447K |
| Walleye Capital LLC | 0.01% | Add +39.2% | 2,843 | $445K |
| Market Street Wealth Management Advisors LLC | 0.08% | Add +0.5% | 2,840 | $444K |
| Banco Santander, S.A. | 0.01% | New | 2,830 | $443K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 2,825 | $442K |
| Graypoint LLC | 0.03% | Add +4.7% | 2,812 | $440K |
| Mather Group, Llc. | 0.01% | Add +0.4% | 3,079 | $439K |
| Washington Trust Bank | 0.04% | No change | 2,773 | $434K |
| Piedmont Capital Management, LLC | 0.29% | Add +0.2% | 2,872 | $432K |
| Stevens Capital Management LP | 0.08% | New | 2,740 | $429K |
| Sompo Asset Management Co., Ltd. | 0.07% | Add +41.5% | 2,730 | $427K |
| Kessler Investment Group, LLC | 0.26% | Add +56.2% | 2,724 | $426K |
| Brown, Lisle/Cummings, Inc. | 0.14% | Reduce -6.9% | 2,715 | $425K |
| Autumn Glory Partners, LLC | 0.21% | No change | 2,710 | $424K |
| Mfa Wealth Advisors, LLC | 0.11% | No change | 2,700 | $423K |
| IFP Advisors, Inc | 0.02% | Add +4.1% | 2,700 | $422K |
| O'ROURKE & COMPANY, Inc | 0.24% | Add +3.7% | 2,694 | $422K |
| Edmp, Inc. | 0.35% | No change | 2,696 | $422K |
| Principal Securities, Inc. | 0.01% | Add +8.8% | 2,683 | $420K |
| Lanark Financial, Inc. | 0.04% | Reduce -4.2% | 2,679 | $419K |
| Glass Jacobson Investment Advisors llc | 0.16% | Reduce -3.6% | 2,677 | $419K |
| Conning Inc. | 0.01% | No change | 2,668 | $418K |
| Novare Capital Management LLC | 0.04% | Add +19.7% | 2,645 | $414K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -24.4% | 2,638 | $413K |
| Larson Financial Group LLC | 0.03% | Add +1.3% | 2,623 | $410K |
| Nomura Holdings Inc. | 0.00% | Reduce -95.6% | 2,602 | $407K |
| Capula Management Ltd | 0.01% | New | 2,582 | $404K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -18.1% | 2,566 | $402K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -3.4% | 2,557 | $400K |
| Balentine LLC | 0.01% | Reduce -8.6% | 2,557 | $400K |
| Lincoln National Corp. | 0.01% | Add +21.2% | 2,523 | $395K |
| Welch Group, LLC | 0.02% | Add +0.2% | 2,513 | $393K |
| Strategic Financial Concepts, LLC | 0.09% | New | 2,510 | $393K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 2,507 | $392K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,504 | $392K |
| Financial Sense Advisors, Inc. | 0.14% | No change | 2,500 | $391K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 2,500 | $391K |
| Schnieders Capital Management LLC | 0.08% | No change | 2,498 | $391K |
| Hutchens & Kramer Investment Management Group, LLC | 0.23% | Add +3.9% | 2,545 | $391K |
| Bard Financial Services, Inc. | 0.04% | Add +1.9% | 2,460 | $385K |
| Trust Co | 0.05% | Reduce -5.0% | 2,453 | $384K |
| Kaizen Financial Strategies | 0.26% | Add +1.3% | 2,452 | $384K |
| Mission Wealth Management, LP | 0.01% | Add +34.5% | 2,407 | $377K |
| Regions Financial Corp. | 0.00% | Add +20.9% | 2,403 | $376K |
| Silverleafe Capital Partners, LLC | 0.15% | No change | 2,400 | $376K |
| Norden Group LLC | 0.08% | New | 2,398 | $375K |
| Kapitalo Investimentos Ltda | 0.08% | New | 2,395 | $375K |
| Harvest Portfolios Group Inc. | 0.01% | Add +5.1% | 2,388 | $374K |
| Good Life Advisors, LLC | 0.03% | No change | 2,380 | $372K |
| Pinnacle Associates Ltd. | 0.01% | Add +7.3% | 2,358 | $369K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +3.2% | 2,357 | $369K |
| Everhart Financial Group, Inc. | 0.11% | Add +29.8% | 2,342 | $367K |
| Intrust Bank NA | 0.04% | No change | 2,341 | $366K |
| Great Lakes Advisors, LLC | 0.00% | Add +38.5% | 2,340 | $366K |
| RMR Wealth Builders | 0.04% | Reduce -4.4% | 2,266 | $359K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -4.3% | 2,289 | $358K |
| CI Investments Inc. | 0.00% | Add +8.8% | 2,290 | $358K |
| Nilsine Partners, LLC | 0.05% | Reduce -0.7% | 2,268 | $355K |
| Moody National Bank Trust Division | 0.03% | No change | 2,259 | $354K |
| LRI Investments, LLC | 0.09% | — | 2,252 | $352K |
| Manchester Capital Management LLC | 0.04% | Add +1.0% | 2,251 | $352K |
| Steele Capital Management, Inc. | 0.02% | No change | 2,230 | $349K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -3.8% | 2,209 | $346K |
| Avestar Capital, LLC | 0.04% | Add +25.3% | 2,182 | $346K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -1.4% | 2,195 | $344K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -0.2% | 2,195 | $343K |
| UMB Bank, n.a. | 0.01% | Add +4.6% | 2,193 | $343K |
| Merit Financial Group, LLC | 0.01% | Reduce -7.7% | 2,392 | $342K |
| Walter & Keenan Wealth Management LLC /in/ | 0.11% | No change | 2,178 | $341K |
| Affinity Wealth Management LLC | 0.06% | No change | 2,171 | $340K |
| Corton Capital Inc. | 0.12% | New | 2,160 | $338K |
| Resonant Capital Advisors, LLC | 0.03% | Add +5.9% | 2,157 | $338K |
| MBB Public Markets I LLC | 0.02% | New | 2,153 | $337K |
| LJI Wealth Management, LLC | 0.09% | Reduce -3.6% | 2,151 | $337K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +2.3% | 2,141 | $335K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +13.5% | 2,132 | $334K |
| White Pine Capital LLC | 0.13% | Add +17.1% | 2,371 | $333K |
| Lafayette Investments, Inc. | 0.07% | No change | 2,125 | $333K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -20.6% | 2,118 | $331K |
| United Advisor Group, LLC | 0.12% | Reduce -52.7% | 2,103 | $329K |
| Brooklyn Investment Group | 0.14% | Reduce -0.9% | 2,132 | $327K |
| Cetera Trust Company, N.A | 0.20% | No change | 2,075 | $325K |
| Kovack Advisors, Inc. | 0.04% | Add +5.2% | 2,070 | $324K |
| Manchester Financial Inc. | 0.08% | Reduce -0.1% | 2,066 | $323K |
| Vicus Capital | 0.03% | Add +11.8% | 2,061 | $323K |
| Rockland Trust Co. | 0.02% | No change | 2,050 | $321K |
| Maven Securities LTD | 0.02% | New | 2,036 | $319K |
| Algert Global LLC | 0.01% | Reduce -38.3% | 2,033 | $318K |
| Elevation Wealth Partners, LLC | 0.16% | No change | 2,019 | $316K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -6.3% | 2,000 | $313K |
| EJF Capital LP | 0.22% | Reduce -50.0% | 2,000 | $313K |
| Beaumont Asset Management, L.L.C. | 0.21% | Add +2.6% | 1,994 | $312K |
| Bison Wealth, LLC | 0.05% | No change | 1,985 | $311K |
| GC Wealth Management RIA, LLC | 0.06% | Add +10.2% | 1,952 | $305K |
| Shelton Capital Management | 0.01% | No change | 1,930 | $302K |
| Dorsey Wright & Associates | 0.08% | New | 1,921 | $301K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -13.2% | 1,916 | $300K |
| Tiaa Trust, National Association | 0.00% | Add +3.7% | 1,913 | $299K |
| Smithfield Trust Co | 0.02% | No change | 1,905 | $298K |
| Evergreen Capital Management LLC | 0.01% | Add +3.4% | 1,893 | $296K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | No change | 1,889 | $296K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | No change | 1,879 | $294K |
| Prudent Man Advisors, LLC | 0.11% | Reduce -43.1% | 1,861 | $291K |
| Brevan Howard Capital Management LP | 0.03% | New | 1,859 | $291K |
| All Season Financial Advisors, Inc. | 0.24% | Add +2.5% | 1,843 | $288K |
| Regent Peak Wealth Advisors LLC | 0.07% | Add +0.6% | 1,841 | $288K |
| Simmons Bank | 0.02% | Reduce -10.5% | 1,840 | $288K |
| Leo Wealth, LLC | 0.03% | Add +9.6% | 1,820 | $284K |
| Paloma Partners Management Co | 0.06% | New | 1,809 | $283K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -36.6% | 1,808 | $283K |
| American State Bank (Iowa) | 0.19% | Reduce -3.4% | 1,804 | $282K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 1,800 | $282K |
| Augustine Asset Management Inc. | 0.12% | Reduce -15.6% | 1,791 | $280K |
| Brighton Jones LLC | 0.01% | New | 1,786 | $280K |
| SkyOak Wealth, LLC | 0.07% | No change | 1,784 | $279K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,776 | $278K |
| North Star Investment Management Corp. | 0.02% | Add +2.4% | 1,771 | $277K |
| V-Square Quantitative Management LLC | 0.04% | No change | 1,755 | $275K |
| Ascent Group, LLC | 0.02% | New | 1,749 | $274K |
| Deseret Mutual Benefit Administrators | 0.14% | Add +9.4% | 1,745 | $273K |
| Cabot Wealth Management Inc. | 0.04% | No change | 1,745 | $273K |
| Alps Advisors Inc. | 0.00% | Reduce -11.9% | 1,734 | $271K |
| Sentry Investment Management LLC | 0.10% | No change | 1,718 | $269K |
| Capital Square, LLC | 0.19% | Reduce -7.0% | 1,716 | $269K |
| Fidelis Capital Partners, LLC | 0.04% | Add +20.8% | 1,714 | $268K |
| Moors & Cabot, Inc. | 0.01% | Reduce -39.4% | 1,712 | $268K |
| Synovus Financial Corp. | 0.00% | New | 1,695 | $266K |
| Sage Mountain Advisors LLC | 0.03% | Add +15.1% | 1,692 | $265K |
| BNP Paribas | 0.01% | — | 1,688 | $264K |
| PAX Financial Group, LLC | 0.05% | Reduce -2.3% | 1,687 | $264K |
| Camelot Portfolios, LLC | 0.26% | Reduce -41.6% | 1,685 | $264K |
| Lindbrook Capital, LLC | 0.02% | Add +2.0% | 1,682 | $263K |
| Sloy Dahl & Holst, LLC | 0.06% | No change | 1,680 | $263K |
| MRP Capital Investments, LLC | 0.26% | Reduce -14.1% | 1,680 | $263K |
| Ridgewood Investments LLC | 0.14% | Reduce -3.5% | 1,679 | $263K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -2.0% | 1,865 | $262K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.2% | 1,672 | $262K |
| Barry Investment Advisors, LLC | 0.09% | No change | 1,634 | $259K |
| Worth Venture Partners, LLC | 1.80% | No change | 1,650 | $258K |
| Cullinan Associates Inc. | 0.01% | Reduce -71.2% | 1,650 | $258K |
| KLCM Advisors, Inc. | 0.03% | Reduce -47.7% | 1,644 | $257K |
| Paradigm Asset Management Co. LLC | 0.07% | No change | 1,635 | $256K |
| Farther Finance Advisors, LLC | 0.02% | Add +9.8% | 1,664 | $255K |
| Hanover Advisors Inc. | 0.11% | New | 1,628 | $255K |
| Godshalk Welsh Capital Management, Inc. | 0.17% | No change | 1,625 | $254K |
| Childress Capital Advisors, LLC | 0.07% | Reduce -6.8% | 1,624 | $254K |
| Summit Global Investments | 0.02% | Reduce -74.1% | 1,614 | $253K |
| Dearborn Partners LLC | 0.01% | No change | 1,608 | $252K |
| Viawealth, LLC | 0.16% | Reduce -10.6% | 1,602 | $251K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.3% | 1,602 | $251K |
| Cladis Investment Advisory, LLC | 0.18% | Reduce -23.8% | 1,600 | $250K |
| Martingale Asset Management L P | 0.01% | New | 1,595 | $250K |
| American Trust Investment Advisors, LLC | 0.12% | New | 1,585 | $248K |
| One Capital Management, LLC | 0.01% | New | 1,578 | $247K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -1.1% | 1,555 | $243K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,541 | $241K |
| Cidel Asset Management Inc. | 0.02% | Reduce -4.3% | 1,532 | $240K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 1,532 | $240K |
| First Bancorp, Inc | 0.18% | No change | 1,528 | $239K |
| Choreo, LLC | 0.01% | Add +0.7% | 1,521 | $238K |
| William Allan Corp | 0.16% | No change | 1,510 | $236K |
| Carnegie Investment Counsel | 0.01% | Reduce -3.2% | 1,504 | $235K |
| Abbrea Capital, LLC | 0.03% | Reduce -1.2% | 1,504 | $235K |
| Lavaca Capital LLC | 0.14% | No change | 1,500 | $235K |
| Howard Capital Management Group, LLC | 0.02% | No change | 1,490 | $233K |
| Fiduciary Trust Co | 0.00% | Reduce -2.8% | 1,485 | $232K |
| Aptus Capital Advisors, LLC | 0.01% | New | 1,478 | $231K |
| First Horizon Advisors, Inc. | 0.01% | No change | 1,471 | $230K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 1,467 | $230K |
| Advus Financial Partners, LLC | 0.07% | New | 1,466 | $229K |
| Indie Asset Partners, LLC | 0.20% | Add +2.7% | 1,462 | $229K |
| Socha Financial Group, LLC | 0.10% | New | 1,450 | $227K |
| Abn Amro Investment Solutions | 0.00% | No change | 1,449 | $227K |
| Meeder Asset Management Inc. | 0.01% | New | 1,444 | $226K |
| Morningstar Investment Services LLC | 0.00% | Reduce -41.5% | 1,452 | $224K |
| Capasso Planning Partners LLC | 0.09% | Reduce -0.6% | 1,422 | $223K |
| Modera Wealth Management, LLC | 0.00% | New | 1,420 | $222K |
| Kathmere Capital Management, LLC | 0.03% | New | 1,409 | $220K |
| TD Private Client Wealth LLC | 0.01% | Reduce -17.1% | 1,400 | $219K |
| InterOcean Capital Group, LLC | 0.01% | New | 1,399 | $219K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -37.1% | 1,394 | $218K |
| Verus Capital Partners, LLC | 0.02% | Reduce -11.6% | 1,389 | $217K |
| Breakwater Capital Group | 0.05% | New | 1,376 | $215K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | No change | 1,350 | $211K |
| Burney Co./ | 0.01% | New | 1,345 | $210K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 1,328 | $208K |
| Legacy Advisors, LLC | 0.03% | New | 1,308 | $207K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 1,318 | $206K |
| PDS Planning, Inc | 0.02% | New | 1,314 | $206K |
| AJOVista, LLC | 0.55% | No change | 1,308 | $205K |
| AE Wealth Management LLC | 0.00% | Reduce -96.1% | 1,303 | $204K |
| Bluefin Capital Management, LLC | 0.05% | Reduce -90.6% | 1,300 | $203K |
| CSS LLC | 0.05% | Reduce -31.6% | 1,300 | $203K |
| CENTRAL TRUST Co | 0.01% | Reduce -4.7% | 1,287 | $201K |
| Firestone Capital Management | 0.06% | New | 1,280 | $200K |
| GAMCO Investors | 0.00% | New | 1,280 | $200K |
| Logan Capital Management Inc. | 0.01% | No change | 1,272 | $199K |
| Parkside Financial Bank & Trust | 0.03% | Add +0.7% | 1,210 | $189K |
| Hilltop National Bank | 0.06% | — | 1,193 | $187K |
| Cutler Group LLC / CA | 0.09% | Add +109.8% | 1,152 | $180K |
| Thompson Investment Management, Inc. | 0.03% | Reduce -1.1% | 1,134 | $177K |
| Catalyst Funds Management Pty Ltd | 0.05% | — | 1,100 | $172K |
| Allworth Financial LP | 0.00% | Add +35.2% | 1,075 | $168K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +5.1% | 1,059 | $166K |
| Motco | 0.01% | Reduce -0.3% | 1,024 | $160K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.07% | No change | 1,020 | $160K |
| Laffer Tengler Investments, Inc. | 0.05% | Add +8.4% | 1,015 | $159K |
| AllSquare Wealth Management LLC | 0.09% | No change | 1,000 | $156K |
| Alta Advisers Ltd | 0.08% | No change | 1,000 | $156K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 1,000 | $156K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.2% | 1,000 | $156K |
| Benjamin Edwards Inc. | 0.03% | No change | 1,000 | $156K |
| Vestor Capital, LLC | 0.01% | No change | 1,000 | $156K |
| Clearstead Advisors, LLC | 0.01% | Reduce -7.8% | 1,008 | $148K |
| Stelac Advisory Services LLC | 0.06% | No change | 881 | $138K |
| Central Pacific Bank - Trust Division | 0.02% | — | 892 | $137K |
| Ninepoint Partners LP | 0.02% | No change | 873 | $137K |
| SYSTM Wealth Solutions LLC | 0.02% | Add +1.8% | 870 | $136K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 863 | $132K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 844 | $132K |
| Register Financial Advisors LLC | 0.07% | New | 829 | $130K |
| Silvant Capital Management LLC | 0.01% | No change | 821 | $128K |
| First Foundation Advisors | 0.01% | No change | 803 | $126K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.7% | 801 | $125K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -18.3% | 775 | $123K |
| Tobam | 0.01% | No change | 769 | $120K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.3% | 760 | $119K |
| Montag A & Associates Inc. | 0.01% | No change | 702 | $111K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +1.2% | 695 | $110K |
| Smartleaf Asset Management LLC | 0.02% | Add +180.8% | 671 | $104K |
| Park Place Capital Corp | 0.04% | Reduce -10.0% | 650 | $102K |
| Capital Analysts, LLC | 0.00% | Add +18.9% | 649 | $101K |
| Concord Wealth Partners | 0.02% | No change | 632 | $99K |
| CVA Family Office, LLC | 0.02% | Add +0.5% | 627 | $98K |
| Jones Financial Companies LLLP | 0.00% | Add +354.4% | 618 | $97K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 598 | $94K |
| Avior Wealth Management, LLC | 0.00% | Add +173.4% | 585 | $92K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 554 | $87K |
| Towne Trust Company, N.A | 0.03% | New | 550 | $86K |
| MV Capital Management, Inc. | 0.01% | Reduce -52.5% | 544 | $85K |
| Westend Capital Management, LLC | 0.03% | — | 540 | $85K |
| Missouri Trust & Investment Co | 0.03% | No change | 526 | $82K |
| CoreCap Advisors, LLC | 0.00% | New | 507 | $79K |
| PFS Partners, LLC | 0.05% | No change | 500 | $78K |
| Princeton Global Asset Management LLC | 0.02% | No change | 500 | $78K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -64.3% | 500 | $78K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 491 | $77K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +13.9% | 451 | $71K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -22.2% | 438 | $69K |
| First Financial Corp. | 0.03% | Reduce -43.0% | 426 | $67K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.13% | New | 418 | $65K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 412 | $64K |
| Delta Asset Management LLC | 0.01% | No change | 406 | $64K |
| Ameliora Wealth Management Ltd. | 0.03% | No change | 400 | $63K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -79.3% | 383 | $60K |
| Impact Partnership Wealth, LLC | 0.02% | Reduce -93.3% | 379 | $59K |
| Quent Capital, LLC | 0.01% | No change | 376 | $59K |
| Hoey Investments, Inc. | 0.01% | No change | 375 | $59K |
| Balefire, LLC | 0.02% | Reduce -1.6% | 372 | $58K |
| Nordwand Advisors, LLC | 0.02% | No change | 346 | $54K |
| Compass Wealth Management LLC | 0.01% | No change | 345 | $54K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.5% | 341 | $53K |
| HBC Financial Services, PLLC | 0.04% | No change | 380 | $53K |
| Anchor Investment Management, LLC | 0.01% | Add +2.8% | 334 | $52K |
| Muzinich & Co., Inc. | 0.05% | No change | 366 | $52K |
| Centerpoint Advisors, LLC | 0.02% | Add +130.3% | 327 | $51K |
| Quarry LP | 0.02% | Add +76.4% | 321 | $50K |
| Beacon Capital Management, LLC | 0.01% | No change | 314 | $49K |
| American National Bank & Trust | 0.01% | No change | 312 | $49K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -2.8% | 312 | $49K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 310 | $49K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -95.1% | 310 | $49K |
| Valley National Advisers Inc. | 0.01% | Reduce -1.0% | 305 | $47K |
| United Community Bank | 0.02% | New | 300 | $47K |
| Financial Freedom, LLC | 0.03% | No change | 293 | $46K |
| Kozak & Associates, Inc. | 0.01% | Add +10.9% | 295 | $44K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -10.2% | 274 | $43K |
| Rise Advisors, LLC | 0.02% | Add +145.9% | 273 | $43K |
| Venturi Wealth Management, LLC | 0.00% | Add +30.1% | 272 | $43K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.9% | 271 | $42K |
| Indiana Trust & Investment Management Co | 0.02% | New | 265 | $41K |
| Private Trust Co. NA | 0.00% | Reduce -3.3% | 263 | $41K |
| Crewe Advisors LLC | 0.00% | New | 259 | $41K |
| Covestor Ltd | 0.03% | Add +58.9% | 259 | $40K |
| Cambridge Trust Co. | 0.00% | No change | 250 | $39K |
| Blue Trust, Inc. | 0.00% | Reduce -67.4% | 250 | $39K |
| Key Financial Inc | 0.01% | No change | 247 | $39K |
| PSI Advisors, LLC | 0.01% | No change | 244 | $38K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -3.9% | 244 | $38K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.02% | Add +2.1% | 241 | $38K |
| Leonteq Securities AG | 0.01% | Reduce -73.5% | 241 | $38K |
| Tyler-Stone Wealth Management | 0.02% | No change | 238 | $37K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 235 | $37K |
| Arlington Trust Co LLC | 0.01% | Reduce -10.0% | 233 | $36K |
| DT Investment Partners, LLC | 0.00% | No change | 228 | $36K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 226 | $35K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -21.3% | 225 | $35K |
| Operose Advisors LLC | 0.01% | No change | 210 | $33K |
| Hillsdale Investment Management Inc. | 0.00% | New | 210 | $33K |
| Bokf, NA | 0.00% | Reduce -66.3% | 209 | $32K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 200 | $31K |
| Highlander Capital Management, LLC | 0.01% | Reduce -35.3% | 200 | $31K |
| Webster Bank, N. A. | 0.00% | Reduce -52.4% | 200 | $31K |
| Creative Financial Designs Inc. | 0.00% | Add +19.5% | 196 | $31K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -93.8% | 182 | $29K |
| AdvisorNet Financial, Inc | 0.00% | Add +6.7% | 176 | $27K |
| Global Assets Advisory, LLC | 0.02% | New | 171 | $26K |
| EntryPoint Capital, LLC | 0.02% | New | 163 | $26K |
| Clearstead Trust, LLC | 0.01% | New | 158 | $25K |
| Activest Wealth Management | 0.01% | New | 155 | $24K |
| Atwood & Palmer Inc. | 0.00% | No change | 155 | $24K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 153 | $24K |
| EnRich Financial Partners LLC | 0.01% | New | 145 | $23K |
| West Paces Advisors Inc. | 0.01% | Reduce -2.8% | 138 | $22K |
| Riverview Trust Co | 0.02% | New | 129 | $20K |
| Abound Wealth Management | 0.01% | Reduce -0.8% | 126 | $20K |
| Arax Advisory Partners | 0.00% | No change | 125 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 125 | $20K |
| Richardson Financial Services Inc. | 0.01% | Reduce -25.0% | 120 | $19K |
| 1832 Asset Management L.P. | 0.00% | Add +51.3% | 115 | $18K |
| First United Bank & Trust | 0.01% | No change | 113 | $18K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 109 | $17K |
| Private Ocean, LLC | 0.00% | No change | 109 | $17K |
| GW&K Investment Management, LLC | 0.00% | Reduce -4.5% | 107 | $17K |
| Raleigh Capital Management Inc. | 0.01% | Add +260.0% | 108 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 107 | $17K |
| New Covenant Trust Company, N.A. | 0.02% | — | 105 | $16K |
| Grayhawk Investment Strategies Inc. | 0.01% | No change | 105 | $16K |
| Summit Securities Group LLC | 0.01% | Reduce -98.9% | 100 | $16K |
| LifeSteps Financial, Inc. | 0.01% | New | 100 | $16K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 100 | $16K |
| Ancora Advisors LLC | 0.00% | No change | 97 | $15K |
| Washington Trust Advisors, Inc. | 0.00% | Add +4.4% | 94 | $15K |
| Pacific Center for Financial Services | 0.00% | New | 89 | $14K |
| Bell Investment Advisors, Inc | 0.00% | Add +44.3% | 88 | $14K |
| Headlands Technologies LLC | 0.00% | New | 87 | $14K |
| Center for Financial Planning, Inc. | 0.00% | Add +14.5% | 87 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | Add +315.0% | 83 | $13K |
| Optiver Holding B.V. | 0.00% | New | 77 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -33.6% | 77 | $12K |
| Fortitude Family Office, LLC | 0.01% | No change | 75 | $12K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 75 | $12K |
| Private Wealth Management Group, LLC | 0.01% | No change | 73 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 72 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 73 | $11K |
| Christopher J. Hasenberg, Inc | 0.01% | New | 69 | $11K |
| Colonial Trust Advisors | 0.00% | Reduce -20.2% | 67 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 66 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -1.5% | 65 | $10K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -90.2% | 65 | $10K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -25.0% | 66 | $10K |
| Costello Asset Management, INC | 0.01% | Add +17.6% | 60 | $9K |
| Aspect Partners, LLC | 0.01% | Add +3.5% | 59 | $9K |
| Redmont Wealth Advisors LLC | 0.01% | New | 56 | $9K |
| Northwest Investment Counselors, LLC | 0.00% | New | 56 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 52 | $8K |
| Godsey & Gibb, Inc. | 0.00% | New | 50 | $8K |
| Gold Investment Management Ltd. | 0.00% | No change | 45 | $7K |
| Avion Wealth | 0.00% | Add +14.3% | 40 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 44 | $7K |
| Hollencrest Capital Management | 0.00% | Add +2.5% | 41 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 40 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 38 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 34 | $5K |
| Arrow Financial Corp | 0.00% | No change | 34 | $5K |
| ClariVest Asset Management LLC | 0.00% | Add +70.0% | 34 | $5K |
| Creative Capital Management Investments LLC | 0.00% | No change | 33 | $5K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 31 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 31 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 30 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 30 | $5K |
| Gradient Investments LLC | 0.00% | Reduce -16.7% | 30 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 29 | $5K |
| Dunhill Financial, LLC | 0.00% | Add +21.7% | 28 | $4K |
| Caitlin John, LLC | 0.00% | No change | 25 | $4K |
| Grove Bank & Trust | 0.00% | Reduce -86.2% | 24 | $4K |
| Red Tortoise LLC | 0.00% | No change | 23 | $4K |
| RFP Financial Group LLC | 0.00% | Reduce -68.6% | 22 | $3K |
| MCF Advisors LLC | 0.00% | No change | 22 | $3K |
| Archer Investment Corp | 0.00% | No change | 20 | $3K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.0% | 19 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 19 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | Reduce -32.0% | 17 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -29.2% | 17 | $3K |
| HighMark Wealth Management LLC | 0.00% | New | 17 | $3K |
| Planning Capital Management Corp | 0.00% | No change | 16 | $3K |
| Core Alternative Capital | 0.00% | Reduce -88.2% | 14 | $2K |
| TFC Financial Management, Inc. | 0.00% | Add +27.3% | 14 | $2K |
| Tidemark, LLC | 0.00% | No change | 13 | $2K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -21.4% | 11 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| SouthState Bank Corp | 0.00% | New | 10 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | Add +12.5% | 9 | $1K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 10 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -98.8% | 8 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 8 | $1K |
| Piscataqua Savings Bank | 0.00% | New | 8 | $1K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | New | 7 | $1K |
| VitalStone Financial, LLC | 0.00% | No change | 7 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -97.0% | 6 | $939 |
| Johnson Financial Group, Inc. | 0.00% | No change | 5 | $793 |
| Nvwm, LLC | 0.00% | New | 5 | $792 |
| Macroview Investment Management LLC | 0.00% | No change | 5 | $783 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 5 | $768 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -33.3% | 4 | $580 |
| Cornerstone Planning Group LLC | 0.00% | No change | 4 | $572 |
| Sachetta, LLC | 0.00% | No change | 4 | $571 |
| First Command Advisory Services, Inc. | 0.00% | New | 3 | $469 |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 2 | $313 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2 | $313 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $156 |
| BBJS Financial Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $85 |
"% of holder's portfolio" is SPG's weight in each manager's 13F, not the share of Simon Property Group Inc. the manager owns.