Simon Property GroupSPG

13F holders, Q2 2024 (June 30)
1,101holders +20
89new positions
76sold out
9famous investors
$151.49avg. 13F price*

At the end of Q2 2024, 1,101 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 20 from Q1 2024. 89 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($7.0B), BlackRock Inc. ($5.1B) and State Street Corp. ($3.3B). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions89$159.1M
Exits76$146.8M

All 13F filers, Q1 2024 → Q2 2024: 12,432,959 shares bought and 13,616,895 shares sold, net −1,183,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,101 holders

Vanguard Group Inc. 0.13% Reduce -0.4% 46,176,998 $7.0B
BlackRock Inc. 0.12% Add +0.1% 33,816,438 $5.1B
State Street Corp. 0.14% Add +1.0% 21,411,789 $3.3B
Cohen & Steers, Inc. 5.90% Reduce -10.1% 18,520,216 $2.8B
Norges Bank 0.40% Reduce -4.0% 17,442,875 $2.6B
Geode Capital Management, LLC 0.12% Add +2.6% 9,134,944 $1.4B
Bank of America Corp. 0.09% Add +238.4% 6,481,336 $983.9M
Morgan Stanley 0.07% Add +1.6% 5,701,470 $865.5M
FMR LLC 0.05% Reduce -0.7% 5,368,295 $814.9M
Dimensional Fund Advisors LP 0.18% Reduce -0.4% 4,621,019 $701.5M
Nuveen Asset Management, LLC 0.20% Add +2.3% 4,505,850 $684.0M
Legal & General Group Plc 0.18% Reduce -3.3% 4,242,236 $644.0M
JPMorgan Chase & Co. 0.05% Reduce -9.9% 4,165,558 $632.3M
Northern Trust Corp. 0.10% Add +1.4% 3,935,228 $597.4M
T. Rowe Price Associates Inc. 0.07% Reduce -17.1% 3,674,285 $557.8M
Charles Schwab Investment Management Inc. 0.10% Add +0.2% 3,615,716 $548.9M
Daiwa Securities Group Inc. 2.94% Reduce -14.7% 3,587,907 $544.6M
Invesco Ltd. 0.11% Add +2.4% 3,462,356 $525.6M
Deutsche Bank AG 0.22% Add +15.2% 3,189,256 $484.1M
Smead Capital Management, Inc. 6.01% Add +5.5% 2,531,977 $384.4M
Bank of New York Mellon Corp 0.07% Reduce -3.3% 2,457,802 $373.1M
Goldman Sachs Group Inc. 0.07% Add +11.8% 2,310,706 $350.8M
Boston Partners 0.43% Reduce -0.7% 2,304,357 $349.8M
CBRE Investment Management Listed Real Assets LLC 5.05% Reduce -2.2% 1,806,155 $274.2M
Centersquare Investment Management LLC 2.95% Reduce -1.0% 1,795,506 $272.6M
Wellington Management Group LLP 0.05% Reduce -6.6% 1,742,671 $264.5M
Sumitomo Mitsui Trust Group, Inc. 0.16% Reduce -2.4% 1,462,378 $222.0M
Russell Investments Group, Ltd. 0.35% Reduce -11.4% 1,424,854 $216.0M
Ameriprise Financial Inc. 0.06% Add +10.6% 1,348,827 $204.6M
Principal Financial Group Inc. 0.12% Add +0.0% 1,292,040 $196.1M
Amundi 0.07% Add +47.6% 1,311,207 $195.1M
PGGM Investments 2.69% Add +1.9% 1,238,123 $187.9M
Royal Bank of Canada 0.04% Reduce -3.0% 1,158,735 $175.9M
Schroder Investment Management Group 0.19% Add +0.5% 1,136,779 $172.6M
Prudential Financial Inc. 0.26% Reduce -23.5% 1,123,952 $170.6M
Barclays PLC 0.08% Add +63.2% 1,108,975 $168.3M
HSBC Holdings PLC 0.10% Add +6.7% 1,074,587 $162.7M
Duff & Phelps Investment Management Co. 2.07% Add +27.3% 1,068,268 $162.2M
Canada Pension Plan Investment Board 0.16% Add +1.5% 1,065,067 $161.7M
Sei Investments Co. 0.22% Add +1.5% 1,044,257 $158.5M
Panagora Asset Management Inc. 0.74% Add +17.1% 974,335 $147.9M
Swiss National Bank 0.10% Reduce -1.2% 964,927 $146.5M
UBS Group AG 0.04% Reduce -8.9% 942,005 $143.0M
Bessemer Group Inc. 0.23% Reduce -0.3% 876,908 $133.1M
Alliancebernstein L.P. 0.04% Reduce -0.9% 840,593 $127.6M
APG Asset Management US Inc. 0.73% Add +10.2% 867,061 $127.0M
American Century Companies Inc. 0.08% Add +2.9% 832,671 $126.4M
Franklin Resources Inc. 0.04% Reduce -2.9% 826,342 $125.4M
Wells Fargo & Company 0.03% Reduce -1.6% 826,165 $125.4M
National Pension Service 0.14% Add +1.9% 823,457 $125.0M
Bank of Montreal 0.04% Add +2.9% 795,962 $122.4M
HighTower Advisors, LLC 0.18% Add +5.6% 781,478 $118.7M
Rhumbline Advisers 0.11% Add +1.4% 768,835 $116.7M
CANADA LIFE ASSURANCE Co 0.21% Add +18.1% 743,755 $113.0M
Parnassus Investments, LLC 0.23% Reduce -8.7% 710,235 $107.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +9.3% 637,025 $96.7M
Neuberger Berman Group LLC 0.08% Reduce -6.2% 621,792 $94.4M
California Public Employees Retirement System 0.07% Add +1.7% 609,882 $92.6M
Asset Management One Co., Ltd. 0.35% Reduce -2.7% 609,354 $92.5M
Public Employees Retirement System of Ohio 0.36% Reduce -1.6% 606,476 $92.1M
Adelante Capital Management LLC 6.92% Reduce -6.5% 577,445 $87.7M
Macquarie Group Ltd. 0.10% Add +0.5% 576,108 $87.5M
Robeco Institutional Asset Management B.V. 0.19% Add +87.5% 567,997 $86.2M
Allianz Asset Management GmbH 0.14% Add +21.1% 557,777 $84.7M
California State Teachers Retirement System 0.10% Reduce -1.3% 525,057 $79.7M
Nomura Asset Management Co. Ltd. 0.26% Add +4.8% 504,197 $76.5M
Lasalle Investment Management Securities LLC 3.23% Add +4.3% 497,590 $75.5M
Heitman Real Estate Securities LLC 4.58% Add +0.0% 476,764 $72.4M
Aberdeen Group plc 0.14% Reduce -1.2% 476,395 $72.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -83.5% 444,793 $67.5M
Skandinaviska Enskilda Banken AB (publ) 0.31% Reduce -2.4% 423,221 $64.2M
Voloridge Investment Management, LLC 0.23% Add +30.3% 410,934 $62.4M
Stifel Financial Corp. 0.07% Add +0.9% 393,999 $59.8M
TCW Group Inc. 0.52% Add +14.2% 379,811 $57.7M
Envestnet Asset Management Inc. 0.02% Reduce -1.1% 378,529 $57.5M
BNP Paribas Financial Markets 0.06% Reduce -49.4% 350,171 $53.2M
Citigroup Inc. 0.05% Reduce -21.1% 345,214 $52.4M
New York State Teachers Retirement System 0.11% Reduce -3.3% 343,967 $52.2M
Ensign Peak Advisors, Inc 0.09% No change 342,012 $51.9M
LPL Financial LLC 0.03% Reduce -8.1% 339,755 $51.6M
Castle Hook Partners LP 1.73% Reduce -31.4% 329,863 $50.1M
Lazard Asset Management LLC 0.07% Add +2.6% 325,530 $49.4M
State Board of Administration of Florida Retirement System 0.10% Reduce -9.5% 321,621 $48.8M
Worldquant Millennium Advisors LLC 0.44% New 318,115 $48.3M
Aew Capital Management L P 2.29% Add +2.2% 311,515 $47.3M
Allspring Global Investments Holdings, LLC 0.08% Add +9.3% 311,361 $47.3M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +15.0% 309,749 $47.0M
Storebrand Asset Management As 0.15% Add +13.3% 299,094 $45.4M
LSV Asset Management 0.10% Reduce -26.3% 294,700 $44.7M
Teacher Retirement System of Texas 0.25% Add +118.0% 291,524 $44.3M
Millennium Management 0.04% Add +53.3% 289,729 $44.0M
Uniplan Investment Counsel, Inc. 3.96% Reduce -13.7% 280,793 $42.6M
Pinebridge Investments, L.P. 0.34% Reduce -17.5% 279,432 $42.4M
Capital Advisors Inc. 0.87% Add +3.0% 278,322 $42.2M
State of New Jersey Common Pension Fund D 0.18% Reduce -34.1% 269,605 $40.9M
Raymond James & Associates 0.03% Add +1.4% 268,258 $40.7M
Los Angeles Capital Management LLC 0.14% Add +5778.7% 265,954 $40.4M
State of Tennessee, Department of Treasury 0.15% Reduce -16.4% 264,900 $40.2M
Retirement Systems of Alabama 0.15% Reduce -46.5% 261,260 $39.7M
Douglas Lane & Associates, LLC 0.55% Reduce -0.9% 253,182 $38.4M
DekaBank Deutsche Girozentrale 0.07% Reduce -1.2% 251,122 $37.5M
Minneapolis Portfolio Management Group, LLC 4.96% Reduce -1.1% 241,557 $36.7M
Edgar Lomax Co. 2.38% Reduce -1.7% 241,505 $36.7M
New York State Common Retirement Fund 0.05% Reduce -0.2% 238,163 $36.2M
D. E. Shaw & Co. 0.05% Add +171.4% 237,096 $36.0M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.3% 236,358 $35.9M
Nisa Investment Advisors, LLC 0.23% Reduce -0.5% 235,725 $35.8M
AXA S.A. 0.11% Add +13.3% 233,361 $35.4M
CORDA Investment Management, LLC. 2.83% Reduce -1.8% 228,954 $34.8M
Citadel Advisors 0.03% Add +2719.3% 222,327 $33.7M
PNC Financial Services Group, Inc. 0.02% Reduce -1.1% 221,818 $33.7M
National Bank of Canada 0.05% Reduce -51.1% 224,438 $32.9M
Victory Capital Management Inc. 0.03% Reduce -0.9% 214,922 $32.6M
Brookfield Corp 0.20% Add +7.0% 213,216 $32.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +5.8% 211,260 $32.1M
Sapient Capital LLC 0.65% Reduce -26.4% 205,972 $31.3M
Voya Investment Management LLC 0.04% Add +7.6% 205,451 $31.2M
Foundry Partners, LLC 1.67% Add +18.7% 205,141 $31.1M
Pictet Asset Management Holding SA 0.03% Add +4.6% 199,482 $30.3M
FIL Ltd 0.03% Add +10.6% 198,375 $30.1M
Arrowstreet Capital, Limited Partnership 0.03% New 196,048 $29.8M
State of Alaska, Department of Revenue 0.33% Add +0.5% 191,896 $29.1M
Treasurer of the State of North Carolina 0.12% Add +9.4% 188,827 $28.7M
Resona Asset Management Co.,Ltd. 0.17% Add +3.1% 190,340 $28.6M
Capital Fund Management S.A. 0.32% Reduce -0.8% 184,641 $28.0M
Royal London Asset Management Ltd. 0.07% Add +0.2% 182,370 $27.7M
Andra AP-fonden 0.46% Add +29.7% 182,200 $27.7M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -1.4% 178,170 $27.0M
Natixis Advisors, LLC 0.06% Add +5.0% 177,799 $27.0M
State of Wisconsin Investment Board 0.07% Reduce -0.8% 177,473 $26.9M
STRS Ohio 0.11% Add +24.7% 176,954 $26.9M
Susquehanna International Group, LLP 0.05% Reduce -21.4% 173,667 $26.4M
Toronto Dominion Bank 0.04% Reduce -14.2% 171,369 $26.0M
QRG Capital Management, Inc. 0.31% Reduce -0.1% 170,076 $25.8M
Jane Street Group, LLC 0.03% Add +67.2% 166,047 $25.2M
Caisse de depot et placement du Quebec 0.06% Reduce -3.6% 165,781 $25.2M
Prana Capital Management, LP 1.19% Reduce -30.0% 165,426 $25.1M
Factory Mutual Insurance Co. 0.28% No change 160,592 $24.4M
Fort Washington Investment Advisors Inc. 0.16% Add +1.3% 157,360 $23.9M
Mackenzie Financial Corp. 0.04% Reduce -12.2% 156,094 $23.7M
Guggenheim Capital LLC 0.16% Reduce -6.4% 151,112 $22.9M
Handelsbanken Fonder AB 0.10% Add +0.6% 149,677 $22.7M
Danske Bank A/S 0.08% Reduce -12.3% 146,940 $22.3M
Analyst IMS Investment Management Services Ltd. 0.91% Add +0.1% 145,456 $22.1M
Nordea Investment Management AB 0.03% Add +10.7% 143,194 $21.5M
Bruni J V & Co. 2.67% Reduce -0.4% 141,107 $21.4M
IFM Investors Pty Ltd 0.22% Add +119.3% 139,882 $21.2M
AQR Capital Management 0.03% Reduce -2.8% 140,400 $21.1M
Van Eck Associates Corp. 0.03% Reduce -0.5% 137,282 $20.8M
Swedbank AB 0.03% Reduce -0.2% 132,070 $20.0M
Advisors Capital Management, LLC 0.35% Add +2.2% 132,024 $20.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -0.1% 128,863 $19.6M
Thrivent Financial for Lutherans 0.04% Reduce -2.1% 126,641 $19.2M
Employees Retirement System of Texas 0.21% Reduce -10.6% 126,579 $19.2M
Korea Investment CORP 0.05% Reduce -4.1% 126,130 $19.1M
TD Asset Management Inc 0.02% Add +1.4% 124,335 $18.9M
Vert Asset Management LLC 7.32% Reduce -8.9% 120,927 $18.4M
American Assets Capital Advisers, LLC 5.81% Add +2.3% 120,787 $18.3M
First Trust Advisors LP 0.02% Reduce -11.2% 116,874 $17.7M
UniSuper Management Pty Ltd 0.14% Add +6.6% 110,331 $16.7M
Mercer Global Advisors Inc. 0.05% Add +1.7% 109,317 $16.6M
B&I Capital AG 5.27% Add +0.4% 108,630 $16.5M
State of Michigan Retirement System 0.08% Add +3.3% 104,949 $15.9M
Commonwealth Equity Services, LLC 0.02% Reduce -2.6% 103,525 $15.7M
MetLife Investment Management, LLC 0.09% Add +27.1% 100,682 $15.3M
Pacific Heights Asset Management LLC 1.20% No change 100,000 $15.2M
Janney Capital Management LLC 1.06% Reduce -4.2% 99,282 $15.1M
Acadian Asset Management LLC 0.05% Add +838.5% 99,025 $15.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +5.2% 96,688 $14.7M
Sound Income Strategies, LLC 1.02% Add +6.4% 96,610 $14.7M
Varma Mutual Pension Insurance Co 0.12% Reduce -7.1% 95,449 $14.5M
Arizona State Retirement System 0.10% Add +0.9% 94,477 $14.3M
KBC Group NV 0.04% Reduce -79.5% 92,864 $14.1M
Forsta Ap-Fonden 0.12% Reduce -3.1% 89,700 $13.6M
Payden & Rygel Investment Group 1.06% Add +27.4% 86,450 $13.1M
Payden & Rygel 1.06% Add +27.4% 86,450 $13.1M
Corebridge Financial, Inc. 0.07% — 85,281 $12.9M
Lighthouse Investment Partners, LLC 0.70% Reduce -13.2% 82,500 $12.5M
Land & Buildings Investment Management, LLC 2.93% New 82,012 $12.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -75.7% 81,729 $12.4M
Nissay Asset Management Corp. /Japan 0.08% Add +4.7% 81,237 $12.3M
Scopus Asset Management, L.P. 0.38% New 80,000 $12.1M
Achmea Investment Management B.V. 0.22% Add +3.3% 79,236 $12.0M
Rockefeller Capital Management L.P. 0.03% Add +60.2% 79,217 $12.0M
Vestcor Inc 0.40% Add +51.7% 78,446 $11.9M
Vident Advisory, LLC 0.33% Add +62.0% 77,871 $11.8M
Corient Private Wealth LP 0.02% Add +2.6% 76,652 $11.6M
Janney Montgomery Scott LLC 0.04% Add +3.8% 76,550 $11.6M
Creative Planning 0.01% Add +2.5% 75,982 $11.5M
USS Investment Management Ltd 0.09% Add +2.0% 74,601 $11.3M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.13% — 74,117 $11.3M
Sienna Gestion 0.99% Add +0.6% 73,798 $11.2M
Whittier Trust Co. 0.16% Add +4.3% 72,019 $10.9M
Candriam S.C.A. 0.07% Add +238.7% 70,673 $10.7M
O'shaughnessy Asset Management, LLC 0.11% Add +14.1% 70,556 $10.7M
LGT Group Foundation 0.17% Reduce -6.8% 70,222 $10.7M
Edgemoor Investment Advisors, Inc. 0.98% Add +46.6% 69,026 $10.5M
Independent Advisor Alliance 0.36% Reduce -4.6% 68,595 $10.4M
Amalgamated Bank 0.09% Reduce -1.7% 66,777 $10.1M
Biondo Investment Advisors, LLC 1.50% Add +2.9% 66,668 $10.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +1.4% 66,558 $10.1M
Allstate Corp. 0.80% Reduce -20.1% 64,530 $9.8M
Cantor Fitzgerald Investment Advisors L.P. 0.75% Reduce -0.2% 64,517 $9.8M
APG Asset Management N.V. 0.02% Add +424.9% 69,129 $9.8M
Xponance LLC 0.10% Add +2.4% 64,047 $9.7M
Zimmer Partners, LP 0.18% No change 62,500 $9.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +59.7% 62,414 $9.5M
Czech National Bank 0.11% Add +8.3% 62,110 $9.4M
Janus Henderson Group PLC 0.01% Reduce -4.3% 61,657 $9.4M
Hillman Capital Management, Inc. 3.30% Reduce -0.4% 61,594 $9.3M
Cetera Investment Advisers 0.02% Reduce -1.8% 61,450 $9.3M
ProShare Advisors LLC 0.02% Add +5.4% 61,323 $9.3M
GYL Financial Synergies, LLC 0.71% Add +0.1% 60,324 $9.2M
SG Americas Securities, LLC 0.06% Reduce -72.6% 60,220 $9.1M
Pensionfund PDN 4.82% No change 59,708 $9.1M
M&T Bank Corp 0.03% Add +3.8% 59,178 $9.0M
Wealthfront Advisers LLC 0.03% Add +3.1% 59,061 $9.0M
MML Investors Services, LLC 0.04% Add +36.9% 58,595 $8.9M
US Bancorp \de 0.01% Add +0.2% 58,567 $8.9M
Riverview Capital Advisers, LLC 2.95% Add +0.4% 57,668 $8.8M
Mariner, LLC 0.02% Add +4.4% 57,616 $8.7M
GSI Capital Advisors LLC 5.13% Add +1.0% 57,272 $8.7M
Staley Capital Advisers Inc. 0.40% Reduce -4.9% 56,845 $8.6M
Exchange Traded Concepts, LLC 0.22% Add +6.1% 56,600 $8.6M
Hoylecohen, LLC 0.65% Reduce -0.8% 56,565 $8.6M
Nixon Capital, LLC 3.90% Add +2.8% 56,229 $8.5M
Huntington National Bank 0.09% Add +2.1% 55,415 $8.4M
Susquehanna Fundamental Investments, LLC 0.19% Reduce -1.3% 55,298 $8.4M
Yousif Capital Management, LLC 0.09% Reduce -1.4% 55,236 $8.4M
DNB Asset Management AS 0.04% Add +4.6% 55,180 $8.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.25% Reduce -32.9% 54,068 $8.2M
Utah Retirement Systems 0.10% Reduce -5.2% 53,307 $8.1M
Ethic Inc. 0.19% Add +28.8% 53,290 $8.1M
Investment Management Corp of Ontario 0.22% Add +17.2% 52,881 $8.0M
Allianz SE 0.23% Reduce -8.8% 51,425 $7.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +51.4% 51,006 $7.7M
Osaic Holdings, Inc. 0.02% Reduce -33.1% 49,960 $7.6M
New York Life Investment Management LLC 0.08% Add +1.0% 49,549 $7.5M
Hudson Bay Capital Management LP 0.07% New 49,052 $7.4M
Everett Harris & Co. 0.10% Reduce -0.3% 48,791 $7.4M
Ontario Teachers Pension Plan Board 0.07% Reduce -10.2% 47,385 $7.2M
L & S Advisors Inc 0.92% New 46,925 $7.1M
tru Independence LLC 2.09% Reduce -0.5% 45,685 $6.9M
Alpha Omega Wealth Management LLC 1.31% Add +0.1% 45,286 $6.9M
Public Sector Pension Investment Board 0.04% Add +17.2% 45,279 $6.9M
Public Employees Retirement Association of Colorado 0.03% Reduce -4.0% 45,128 $6.8M
Hudson Edge Investment Partners Inc. 1.32% Reduce -2.7% 45,101 $6.8M
Rafferty Asset Management, LLC 0.03% Add +15.3% 44,995 $6.8M
Pathstone Holdings, LLC 0.03% Add +0.9% 44,234 $6.7M
New Insight Wealth Advisors 3.94% Reduce -12.3% 44,063 $6.7M
Winslow Asset Management Inc. 1.31% Reduce -3.1% 43,915 $6.7M
CIBC Asset Management Inc 0.02% Reduce -5.1% 43,802 $6.6M
Cibc World Market Inc. 0.02% Reduce -66.0% 43,431 $6.6M
Baron Capital (BAMCO) 0.02% Reduce -30.9% 43,075 $6.5M
Schonfeld Strategic Advisors LLC 0.05% Reduce -70.0% 42,327 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -47.8% 42,713 $6.4M
Cibc World Markets Corp. 0.04% Reduce -68.7% 41,972 $6.4M
Truist Financial Corp. 0.01% Reduce -16.0% 41,823 $6.3M
Baird Financial Group, Inc. 0.01% Add +4.2% 41,718 $6.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Reduce -2.5% 41,599 $6.3M
Mutual of America Capital Management LLC 0.07% Reduce -3.8% 41,107 $6.2M
Crossmark Global Holdings, Inc. 0.12% Reduce -2.4% 40,265 $6.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.1% 40,098 $6.1M
Credit Agricole S A 0.04% Add +100.3% 40,050 $6.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 39,601 $6.0M
LBP Am SA 0.24% Add +0.9% 39,135 $5.9M
Metis Global Partners, LLC 0.20% Add +10.5% 39,007 $5.9M
Beacon Pointe Advisors, LLC 0.07% Reduce -4.7% 38,820 $5.9M
Greystone Financial Group, LLC 1.15% Add +0.8% 38,812 $5.9M
Aviva PLC 0.02% Reduce -38.6% 38,750 $5.9M
Oppenheimer & Co. Inc. 0.09% Add +4.3% 38,598 $5.9M
BDF-Gestion 0.56% — 38,538 $5.9M
Empowered Funds, LLC 0.10% Add +8.7% 37,373 $5.7M
Waters Parkerson & Co., LLC 0.29% Reduce -1.1% 35,480 $5.4M
Quantinno Capital Management LP 0.10% Add +51.8% 34,999 $5.3M
Cresset Asset Management, LLC 0.02% Add +49.6% 34,583 $5.2M
Spectrum Wealth Counsel, LLC 0.66% Reduce -5.9% 34,425 $5.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +11.9% 34,054 $5.2M
Oliver Luxxe Assets LLC 1.09% Add +18.7% 33,966 $5.2M
Bank of Nova Scotia 0.01% Reduce -16.3% 33,943 $5.2M
Barometer Capital Management Inc. 1.98% Reduce -14.8% 33,850 $5.1M
Whittier Trust Co. of Nevada Inc. 0.14% Add +3.8% 33,581 $5.1M
Gotham Asset Management 0.07% Add +27.2% 33,362 $5.1M
Inspire Investing, LLC 0.58% Reduce -12.6% 33,107 $5.0M
Tocqueville Asset Management L.P. 0.08% Reduce -0.7% 32,620 $5.0M
Elevatus Welath Management 1.85% New 32,505 $4.9M
Cerity Partners LLC 0.01% Reduce -0.4% 32,471 $4.9M
Sheets Smith Wealth Management 0.59% Add +14.4% 32,336 $4.9M
Elo Mutual Pension Insurance Co 0.11% Add +7.1% 31,916 $4.8M
Private Advisor Group, LLC 0.03% Add +34.3% 31,862 $4.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -69.3% 31,700 $4.8M
Sanctuary Advisors, LLC 0.03% — 33,308 $4.7M
Concentric Wealth Management, LLC 1.23% Add +2.9% 31,170 $4.7M
Westpac Banking Corp. 0.37% Add +945.3% 30,950 $4.7M
McGinn Penninger Investment Management, Inc. 3.17% Reduce -0.3% 30,744 $4.7M
Concurrent Investment Advisors, LLC 0.15% Add +1.2% 30,736 $4.7M
Vanguard Personalized Indexing Management, LLC 0.09% Add +14.4% 30,395 $4.6M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 30,100 $4.6M
Fred Alger Management, LLC 0.02% Add +3.4% 29,659 $4.5M
Pensionfund Sabic 1.32% No change 29,606 $4.5M
Condor Capital Management 0.42% Reduce -2.3% 28,955 $4.4M
D.A. Davidson & Co. 0.04% Add +2.5% 28,790 $4.4M
J. Safra Sarasin Holding AG 0.08% — 28,694 $4.4M
Vanderbilt University 0.91% Reduce -15.2% 28,542 $4.3M
Oregon Public Employees Retirement Fund 0.08% Add +0.4% 27,955 $4.2M
Fifth Third Bancorp 0.02% Add +4.3% 27,645 $4.2M
Squarepoint Ops LLC 0.02% Reduce -86.6% 27,634 $4.2M
Atria Investments, Inc 0.05% Reduce -1.2% 27,323 $4.1M
Liberty Mutual Group Asset Management Inc. 0.60% Add +1.5% 27,035 $4.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +8.1% 26,948 $4.1M
Gulf International Bank (UK) Ltd 0.10% Reduce -0.4% 26,926 $4.1M
Norinchukin Bank, The 0.11% Reduce -1.2% 26,429 $4.0M
Presima Securities ULC 0.89% Add +0.4% 26,227 $4.0M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -2.6% 25,955 $3.9M
Intech Investment Management LLC 0.05% Add +147.6% 25,904 $3.9M
Fiduciary Group, LLC 0.41% Reduce -2.3% 25,312 $3.8M
Maryland State Retirement & Pension System 0.07% No change 25,250 $3.8M
Mizuho Securities USA LLC 0.08% New 25,119 $3.8M
Great Valley Advisor Group, Inc. 0.11% Reduce -6.9% 24,955 $3.8M
Townsquare Capital LLC 0.05% Add +7.1% 24,934 $3.8M
Advisory Services Network, LLC 0.08% Add +5.2% 24,676 $3.7M
Kentucky Retirement Systems 0.11% Reduce -0.8% 24,561 $3.7M
TTP Investments, Inc. 1.38% Add +10.6% 24,143 $3.7M
New Potomac Partners, LLC 2.00% Reduce -0.8% 24,112 $3.7M
Nicholas Investment Partners, LP 0.42% No change 23,907 $3.6M
Naviter Wealth, LLC 0.54% Add +3.0% 23,740 $3.6M
Boothbay Fund Management, LLC 0.12% Reduce -17.8% 23,530 $3.6M
Captrust Financial Advisors 0.01% Reduce -0.9% 23,233 $3.5M
Pacer Advisors, Inc. 0.01% Add +4.7% 23,230 $3.5M
Truvestments Capital LLC 1.38% Add +2.6% 22,737 $3.5M
Tidal Investments LLC 0.05% Add +76.8% 22,712 $3.4M
Soltis Investment Advisors LLC 0.36% Reduce -1.3% 22,672 $3.4M
MBB Public Markets I LLC 0.07% Add +949.0% 22,584 $3.4M
GeoWealth Management, LLC 0.15% Add +34.6% 22,559 $3.4M
SAM Advisors, LLC 1.25% Reduce -1.0% 22,377 $3.4M
Cornerstone Wealth Group, LLC 0.30% Add +8.3% 22,242 $3.4M
Kestra Advisory Services, LLC 0.02% Reduce -1.9% 22,213 $3.4M
Grassi Investment Management 0.30% Reduce -3.9% 22,179 $3.4M
Waterloo Capital, L.P. 0.40% Add +9.6% 21,725 $3.3M
Yarbrough Capital, LLC 0.14% No change 21,500 $3.3M
Fortem Financial Group, LLC 1.40% Reduce -1.3% 21,455 $3.3M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -64.9% 21,128 $3.2M
Commerce Bank 0.02% Reduce -1.2% 21,031 $3.2M
Federated Hermes, Inc. 0.01% Add +19.8% 21,012 $3.2M
Hartford Investment Management Co. 0.11% Reduce -0.9% 20,900 $3.2M
Peapack Gladstone Financial Corp. 0.05% Reduce -22.7% 20,793 $3.2M
Integrated Advisors Network LLC 0.16% Reduce -55.3% 20,658 $3.1M
Brookstone Capital Management 0.05% Add +39.3% 19,492 $3.0M
Lodestone Wealth Management LLC 1.58% Reduce -0.5% 19,714 $3.0M
Strategic Global Advisors, LLC 0.63% Add +1.9% 19,705 $3.0M
Summit Global Investments 0.22% Add +1119.5% 19,682 $3.0M
Peak Financial Advisors LLC 1.71% New 19,633 $3.0M
OMERS ADMINISTRATION Corp 0.03% New 19,615 $3.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.34% Reduce -3.8% 19,527 $3.0M
Twin Tree Management, LP 0.09% Reduce -82.3% 19,503 $3.0M
Lake Street Advisors Group, LLC 0.14% Reduce -1.1% 19,373 $2.9M
Securian Asset Management, Inc. 0.08% Reduce -2.4% 18,741 $2.8M
Oppenheimer Asset Management Inc. 0.04% Reduce -6.3% 18,429 $2.8M
Louisiana State Employees Retirement System 0.05% Reduce -3.2% 18,400 $2.8M
Group One Trading LLC 0.09% Reduce -33.6% 18,396 $2.8M
Blair William & Co. 0.01% Add +8.4% 18,326 $2.8M
Atria Wealth Solutions, Inc. 0.03% Add +0.2% 17,946 $2.7M
Daiichi Life Insurance Co., Ltd. 0.07% Add +64.9% 17,792 $2.7M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -85.8% 17,663 $2.7M
Spirit of America Management Corp. 0.54% No change 17,500 $2.7M
Glenmede Trust Co. NA 0.01% Add +3.4% 17,402 $2.6M
Gsa Capital Partners LLP 0.18% New 17,378 $2.6M
Sheaff Brock Investment Advisors, LLC 0.24% Reduce -3.0% 16,766 $2.5M
Redmond Asset Management, LLC 0.83% Add +5.5% 16,669 $2.5M
Adell Harriman & Carpenter Inc. 0.20% Reduce -10.5% 16,640 $2.5M
Advisors Asset Management, Inc. 0.05% Add +2.3% 16,487 $2.5M
New Mexico Educational Retirement Board 0.09% No change 16,395 $2.5M
Financial Management Network Inc. 0.58% Reduce -6.2% 16,473 $2.4M
United Capital Financial Advisors, LLC 0.02% Reduce -33.2% 15,846 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -37.5% 15,334 $2.3M
Chilton Capital Management LLC 0.10% Reduce -10.1% 15,186 $2.3M
Venture Visionary Partners LLC 0.10% Add +2.4% 14,531 $2.2M
Ieq Capital, LLC 0.03% Add +11.5% 14,366 $2.2M
Plato Investment Management Ltd 0.20% Add +5.3% 14,188 $2.2M
Perpetual Ltd 0.02% Reduce -13.8% 14,160 $2.1M
Cascade Investment Group, Inc. 1.67% Reduce -1.4% 14,071 $2.1M
Legacy Wealth Asset Management, LLC 0.60% Add +17.4% 14,023 $2.1M
Park Avenue Securities LLC 0.03% Reduce -1.9% 13,922 $2.1M
Edgestream Partners, L.P. 0.10% Reduce -1.6% 13,899 $2.1M
Natixis 0.01% Reduce -58.7% 13,790 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Reduce -0.3% 13,741 $2.1M
Diligent Investors, LLC 0.52% Add +0.5% 13,740 $2.1M
AIA Group Ltd 0.06% Add +6.5% 13,706 $2.1M
Rakuten Investment Management, Inc. 0.01% Add +58.3% 13,877 $2.1M
Avantax Advisory Services, Inc. 0.01% Add +151.6% 13,662 $2.1M
Clough Capital Partners L P 0.23% No change 13,600 $2.1M
E. Ohman J:or Asset Management AB 0.05% No change 13,600 $2.1M
Black Swift Group, LLC 0.47% Reduce -24.1% 13,525 $2.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -8.0% 13,483 $2.0M
CCM Investment Advisers LLC 0.24% No change 13,440 $2.0M
NewEdge Advisors, LLC 0.01% Add +14.1% 13,400 $2.0M
Moran Wealth Management, LLC 0.07% Reduce -3.1% 13,394 $2.0M
Cunning Capital Partners, LP 1.13% No change 13,265 $2.0M
HUB Investment Partners, LLC 0.10% Add +4.7% 13,193 $2.0M
Tower Bridge Advisors 0.22% Add +1.8% 13,025 $2.0M
Carret Asset Management, LLC 0.23% No change 12,953 $2.0M
Equitable Holdings, Inc. 0.02% Add +5.9% 12,922 $2.0M
Lido Advisors, LLC 0.02% Add +20.1% 12,864 $2.0M
Jaffetilchin Investment Partners, LLC 0.17% Add +0.7% 12,851 $2.0M
Ossiam 0.04% Add +23.3% 12,795 $1.9M
Vinva Investment Management Ltd 0.10% Add +1.2% 12,651 $1.9M
Del-Sette Capital Management, LLC 1.54% Reduce -53.3% 12,365 $1.9M
Arbor Capital Management Inc. 1.70% Reduce -6.6% 12,683 $1.9M
Two Sigma Securities, LLC 0.09% Add +266.3% 12,000 $1.8M
KG Capital Management 0.63% No change 12,281 $1.8M
First Trust Direct Indexing L.P. 0.11% Add +13.1% 11,915 $1.8M
Brevan Howard Capital Management LP 0.12% Add +538.8% 11,876 $1.8M
Erste Asset Management GmbH 0.02% Reduce -12.4% 12,000 $1.8M
Howland Capital Management LLC 0.09% Reduce -1.3% 11,811 $1.8M
Investors Research Corp 0.42% No change 11,787 $1.8M
Lockheed Martin Investment Management Co. 0.10% Reduce -37.6% 11,780 $1.8M
Signet Financial Management, LLC 0.24% Add +0.2% 11,755 $1.8M
Affinity Investment Advisors, LLC 1.33% Reduce -2.7% 11,664 $1.8M
First Citizens Bank & Trust Co. 0.03% Add +13.3% 11,624 $1.8M
Inspire Trust Co, N.A. 0.58% Add +50.9% 11,500 $1.7M
Convergence Investment Partners, LLC 0.51% Add +15.4% 11,404 $1.7M
Cascade Investment Advisors, Inc. 1.17% Reduce -2.8% 11,403 $1.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.21% Reduce -30.2% 11,379 $1.7M
Agf Management Ltd. 0.01% Reduce -74.8% 11,291 $1.7M
Tudor Investment Corporation 0.02% New 11,266 $1.7M
Prospera Financial Services Inc 0.05% Add +0.3% 11,039 $1.7M
Premier Path Wealth Partners, LLC 0.29% Add +3.7% 11,036 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +28.8% 11,000 $1.7M
Wellington Shields Capital Management, LLC 0.29% Add +2.2% 10,675 $1.6M
Swiss Life Asset Management Ltd 0.02% Reduce -3.1% 10,584 $1.6M
Praxis Investment Management Inc. 0.11% Add +2.3% 11,429 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -2.3% 10,513 $1.6M
Slagle Financial, LLC 0.82% Add +11.7% 10,478 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 10,373 $1.6M
Meeder Advisory Services, Inc. 0.11% Add +40.0% 10,327 $1.6M
Two Sigma Advisers, LP 0.00% New 10,300 $1.6M
iA Global Asset Management Inc. 0.03% Add +5.2% 10,274 $1.6M
Granger Management LLC 0.26% No change 10,204 $1.5M
Pine Valley Investments Ltd Liability Co 0.11% Add +20.1% 10,175 $1.5M
NEOS Investment Management LLC 0.06% Add +41.9% 10,128 $1.5M
Stamos Capital Partners, L.P. 0.32% Add +3.7% 10,080 $1.5M
Jeppson Wealth Management, LLC 0.58% Reduce -0.5% 9,935 $1.5M
Mystic Asset Management, Inc. 0.61% Reduce -1.1% 9,920 $1.5M
Alpine Woods Capital Investors, LLC 0.23% Reduce -24.5% 9,890 $1.5M
BCGM Wealth Management, LLC 0.52% Reduce -1.5% 9,832 $1.5M
Composition Wealth, LLC 0.04% Reduce -0.3% 9,631 $1.5M
Greenleaf Trust 0.01% Add +1.4% 9,623 $1.5M
Entropy Technologies, LP 0.16% Add +105.8% 9,617 $1.5M
Pitcairn Co. 0.09% Add +7.9% 9,560 $1.5M
Donoghue Forlines LLC 0.41% Add +100.4% 9,504 $1.4M
Valeo Financial Advisors, LLC 0.04% Reduce -1.5% 9,314 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +4.5% 9,158 $1.4M
Centiva Capital, LP 0.07% New 9,109 $1.4M
Cwm, LLC 0.01% Add +21.7% 9,080 $1.4M
One Capital Management, LLC 0.05% Add +470.1% 8,997 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -4.2% 8,947 $1.4M
Orion Portfolio Solutions, LLC 0.01% Reduce -4.2% 8,947 $1.4M
Commerzbank Aktiengesellschaft 0.04% Add +24.0% 8,788 $1.3M
Clarius Group, LLC 0.09% Reduce -1.2% 8,743 $1.3M
Cullen Capital Management, LLC 0.02% Add +11.1% 8,737 $1.3M
Ritholtz Wealth Management 0.04% Add +9.8% 8,723 $1.3M
Choreo, LLC 0.02% Add +486.9% 8,926 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +6.2% 8,521 $1.3M
Personal Cfo Solutions, LLC 0.20% Add +2.6% 8,483 $1.3M
Wolverine Trading, LLC 0.02% Reduce -32.8% 8,468 $1.3M
Jamison Private Wealth Management, Inc. 0.21% Add +9.0% 8,453 $1.3M
Assetmark, Inc. 0.00% Add +1.0% 8,447 $1.3M
Renaissance Group LLC 0.05% Add +103.7% 8,394 $1.3M
Castle Rock Wealth Management, LLC 0.31% Add +7.4% 8,566 $1.3M
Penserra Capital Management LLC 0.02% Reduce -0.3% 8,233 $1.3M
Bramshill Investments, LLC 0.13% Add +11.9% 8,162 $1.2M
Mark Asset Management LP 0.16% Add +0.9% 8,095 $1.2M
Portman Square Capital LLP 0.95% Add +123.6% 8,047 $1.2M
Integrated Wealth Concepts LLC 0.02% Reduce -0.2% 8,043 $1.2M
Palogic Value Management, L.P. 0.52% Add +2.2% 8,035 $1.2M
Snowden Capital Advisors LLC 0.04% Reduce -40.7% 8,019 $1.2M
AXS Investments LLC 0.34% Reduce -4.2% 7,984 $1.2M
NewEdge Wealth, LLC 0.03% Reduce -0.3% 7,929 $1.2M
Qtron Investments LLC 0.17% No change 7,798 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -40.5% 7,794 $1.2M
Frank, Rimerman Advisors LLC 0.08% New 7,783 $1.2M
Pacific Global Investment Management Co. 0.22% Reduce -0.4% 7,775 $1.2M
Paradigm Asset Management Co. LLC 0.33% Add +373.1% 7,735 $1.2M
Bedel Financial Consulting, Inc. 0.17% Add +0.0% 7,706 $1.2M
Kintegral Advisory, LLC 0.11% Add +4.2% 7,695 $1.2M
Groupama Asset Managment 0.02% Reduce -7.4% 7,654 $1.2M
SteelPeak Wealth, LLC 0.05% Add +24.1% 7,590 $1.2M
Gabelli Funds LLC 0.01% Add +25.0% 7,500 $1.1M
Illinois Municipal Retirement Fund 0.02% No change 7,454 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +49.1% 6,628 $1.1M
Western Financial Corp 0.67% Add +23.9% 7,265 $1.1M
TrueWealth Advisors, LLC 0.41% No change 7,260 $1.1M
Chesapeake Asset Management LLC 1.05% No change 7,200 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -0.5% 7,169 $1.1M
Yelin Lapidot Holdings Management Ltd. 0.19% No change 7,150 $1.1M
Wedbush Securities Inc. 0.04% Add +1.6% 7,149 $1.1M
Jefferies Financial Group Inc. 0.02% Add +15.7% 7,136 $1.1M
Diversified Trust Co. 0.03% Reduce -34.9% 7,069 $1.1M
Assenagon Asset Management S.A. 0.00% Add +4.9% 7,043 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -36.1% 7,021 $1.1M
Gifford Fong Associates 0.28% No change 7,000 $1.1M
Perigon Wealth Management, LLC 0.03% Add +13.5% 6,999 $1.1M
Red Cedar Investment Management, LLC 0.14% Reduce -62.8% 6,947 $1.1M
Raymond James Trust N.A. 0.02% Add +3.5% 6,886 $1.0M
Carmel Capital Partners, LLC 0.44% Reduce -0.8% 6,843 $1.0M
Greenland Capital Management LP 0.22% Reduce -26.8% 6,830 $1.0M
New England Research & Management, Inc. 0.49% Reduce -1.4% 6,780 $1.0M
Knollwood Investment Advisory, LLC 0.11% New 6,650 $1.0M
MAI Capital Management 0.01% Add +6.1% 6,645 $1.0M
Retirement Planning Co of New England, Inc. 0.54% Reduce -1.5% 6,477 $983K
Brown Advisory Inc. 0.00% Add +7.0% 6,464 $981K
Banque Cantonale Vaudoise 0.04% New 6,439 $977K
Sigma Planning Corp 0.03% Reduce -6.0% 6,380 $969K
Hennion & Walsh Asset Management, Inc. 0.05% Add +42.5% 6,348 $964K
OneDigital Investment Advisors LLC 0.01% Add +54.4% 6,319 $959K
AlphaStar Capital Management, LLC 0.09% Add +11.3% 6,306 $957K
Harvest Fund Management Co., Ltd 0.07% Add +98.0% 6,278 $953K
Future Financial Wealth Managment LLC 0.83% Reduce -7.5% 6,216 $944K
Sequoia Financial Advisors, LLC 0.01% Add +51.8% 6,209 $943K
Solidarity Wealth, LLC 0.28% No change 6,170 $937K
Marino, Stram & Associates LLC 0.23% Reduce -2.0% 6,170 $937K
Harbor Capital Advisors, Inc. 0.07% Add +0.2% 6,161 $935K
Syon Capital LLC 0.09% Add +1.4% 6,132 $931K
MSH Capital Advisors LLC 0.31% Add +3.0% 6,114 $928K
Bleakley Financial Group, LLC 0.03% Add +1.2% 6,107 $927K
Simplicity Wealth,LLC 0.02% Add +1.8% 6,104 $927K
Apollon Wealth Management, LLC 0.03% Reduce -15.7% 6,102 $926K
Verition Fund Management LLC 0.01% Reduce -10.1% 6,086 $924K
Keybank National Association 0.00% Add +3.0% 6,081 $923K
Wedmont Private Capital 0.06% Add +5.4% 6,150 $919K
Prudential PLC 0.01% Add +6.9% 6,023 $914K
Ellevest, Inc. 0.05% Add +6.8% 5,939 $902K
Regal Investment Advisors LLC 0.06% Reduce -1.6% 5,846 $887K
Coldstream Capital Management Inc. 0.02% Add +6.8% 5,793 $879K
Versor Investments LP 0.16% Reduce -32.9% 5,790 $879K
Adams Asset Advisors, LLC 0.12% No change 5,789 $879K
Aspiriant, LLC 0.04% Reduce -21.1% 5,748 $873K
Ausdal Financial Partners, Inc. 0.09% Add +0.2% 5,713 $867K
Wellington Shields & Co., LLC 0.28% No change 5,700 $865K
Checchi Capital Advisers, LLC 0.07% Reduce -1.8% 5,631 $855K
MIdWestOne Financial Group, Inc. 0.15% Reduce -34.7% 5,544 $842K
Genesee Capital Advisors, LLC 0.41% New 5,459 $829K
Quantum Portfolio Management LLC 0.47% New 5,421 $823K
GC Wealth Management RIA, LLC 0.16% Add +175.6% 5,380 $817K
First Foundation Advisors 0.03% Add +569.4% 5,375 $816K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,279 $800K
Monument Capital Management 0.23% Add +2.9% 5,218 $792K
MBL Wealth, LLC 0.09% Reduce -28.1% 5,193 $788K
Applied Finance Capital Management, LLC 0.04% New 5,172 $785K
Profund Advisors LLC 0.03% Add +2.7% 5,169 $785K
Martingale Asset Management L P 0.02% Add +223.4% 5,158 $783K
TBH Global Asset Management, LLC 0.17% Add +0.1% 5,099 $774K
Caprock Group, LLC 0.03% Add +37.6% 5,090 $773K
Jones Financial Companies LLLP 0.00% Add +719.3% 5,063 $769K
Gilman Hill Asset Management, LLC 0.14% No change 5,026 $763K
American Assets Inc. 0.28% No change 5,000 $759K
Signaturefd, LLC 0.02% Reduce -2.3% 4,985 $757K
Compound Planning, Inc. 0.06% Add +18.6% 4,977 $755K
ClearAlpha Technologies LP 0.30% New 4,936 $749K
Emergent Wealth Advisors, LLC 0.60% Add +7.7% 4,821 $747K
Impact Partnership Wealth, LLC 0.19% Add +1188.4% 4,883 $741K
Sound View Wealth Advisors Group, LLC 0.08% Reduce -1.0% 4,878 $740K
Vestmark Advisory Solutions, Inc. 0.03% Reduce -3.0% 4,873 $740K
Highline Wealth Partners LLC 0.28% Add +0.4% 4,860 $738K
Parallel Advisors, LLC 0.02% Add +3.5% 4,810 $730K
Invst, LLC 0.08% Reduce -6.4% 4,965 $727K
Horizon Investments, LLC 0.02% Add +0.1% 4,788 $727K
Gallagher Fiduciary Advisors, LLC 0.16% Add +0.6% 4,775 $725K
Monetary Management Group Inc. 0.19% Reduce -0.3% 4,775 $725K
International Assets Investment Management, LLC 0.07% Reduce -5.4% 4,729 $718K
Veridan Wealth LLC 0.29% — 4,459 $717K
Nomura Holdings Inc. 0.00% Add +81.3% 4,718 $716K
Scotia Capital Inc. 0.00% Reduce -62.6% 4,660 $707K
Ballentine Partners, LLC 0.01% Add +9.2% 4,627 $702K
HB Wealth Management, LLC 0.01% Add +15.2% 4,620 $701K
Sumitomo Life Insurance Co. 0.02% Reduce -9.6% 4,597 $698K
Heritage Trust Co 0.09% Reduce -0.3% 4,582 $696K
Murphy Pohlad Asset Management LLC 0.30% No change 4,536 $689K
Pekin Hardy Strauss, Inc. 0.09% No change 4,515 $685K
CFM Wealth Partners LLC 0.13% Add +18.4% 4,503 $684K
First Hawaiian Bank 0.02% Reduce -2.3% 4,502 $683K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.9% 4,483 $681K
NorthRock Partners, LLC 0.03% Add +8.0% 4,476 $680K
CIBC Private Wealth Group LLC 0.00% Reduce -13.3% 4,517 $663K
Abn Amro Investment Solutions 0.01% Add +201.0% 4,361 $662K
PEAK6 Investments LLC 0.03% New 4,193 $636K
Alta Wealth Advisors LLC 0.31% Reduce -0.5% 4,106 $623K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -92.7% 4,102 $623K
Oak Grove Capital LLC 0.16% No change 4,100 $622K
Belpointe Asset Management LLC 0.04% Reduce -1.9% 4,076 $619K
Nabity-Jensen Investment Management Inc 0.51% Reduce -1.6% 4,073 $618K
SVB Wealth LLC 0.02% Reduce -32.9% 4,069 $618K
IHT Wealth Management, LLC 0.02% Add +1.8% 4,066 $617K
Inspire Advisors, LLC 0.08% Reduce -1.8% 4,053 $615K
Trust Co. of Vermont 0.03% No change 3,966 $602K
Infrastructure Capital Advisors, LLC 0.09% Reduce -1.2% 3,953 $600K
Geller Advisors LLC 0.04% Reduce -0.1% 3,946 $599K
Alpha Cubed Investments, LLC 0.03% Add +21.6% 3,945 $599K
Benjamin F. Edwards & Company, Inc. 0.01% Add +5.5% 3,934 $597K
Sage Mountain Advisors LLC 0.06% Add +132.0% 3,926 $596K
Schechter Investment Advisors, LLC 0.04% Add +9.8% 3,899 $592K
Beacon Investment Advisors LLC 0.30% Add +1.2% 3,814 $579K
GAMMA Investing LLC 0.08% Add +30.5% 3,812 $579K
Bokf, NA 0.01% Add +1720.6% 3,805 $578K
Mgo One Seven LLC 0.03% Add +29.9% 3,798 $577K
Summit Trail Advisors, LLC 0.01% Add +1.6% 3,724 $565K
RS Crum Inc. 0.15% Add +0.4% 3,724 $565K
Tritonpoint Wealth, LLC 0.05% Add +3.5% 3,724 $565K
JDM Financial Group LLC 0.38% Add +0.5% 3,713 $564K
Walleye Capital LLC 0.01% Add +30.4% 3,706 $563K
Ninety One SA (Pty) Ltd 0.09% Reduce -10.3% 3,720 $560K
Sunbelt Securities, Inc. 0.06% Add +15.7% 3,678 $558K
CW Advisors, LLC 0.01% Add +0.9% 3,674 $558K
SkyView Investment Advisors, LLC 0.10% Add +12.1% 3,645 $553K
Ghe, LLC 0.22% Reduce -0.5% 3,633 $551K
First Dallas Securities Inc. 0.24% Add +5.9% 3,600 $546K
Tobias Financial Advisors, Inc. 0.12% Add +2.5% 3,563 $541K
Siemens Fonds Invest GmbH 0.04% Add +3.7% 3,550 $539K
TD Waterhouse Canada Inc. 0.00% Reduce -81.1% 3,649 $536K
Rothschild Investment LLC 0.04% Add +6.6% 3,524 $535K
Element Wealth, LLC 0.30% Reduce -8.5% 3,523 $535K
Dorsey & Whitney Trust CO LLC 0.04% Add +8.7% 3,494 $530K
Portside Wealth Group, LLC 0.10% Reduce -4.0% 3,480 $528K
Joel Isaacson & Co., LLC 0.03% No change 3,456 $525K
Gables Capital Management Inc. 0.27% Reduce -2.1% 3,440 $522K
Cigna Investments Inc. 0.10% Reduce -0.9% 3,438 $522K
Focus Partners Wealth 0.00% New 3,438 $522K
Sherbrooke Park Advisers LLC 0.09% New 3,435 $521K
Ofi Invest Asset Management 0.01% Add +0.2% 3,681 $521K
Fifth Third Wealth Advisors LLC 0.04% New 3,434 $521K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.7% 3,430 $521K
HighPoint Advisor Group LLC 0.03% Add +1.4% 3,299 $511K
Schulhoff & Co. Inc. 0.23% No change 3,366 $511K
Savant Capital, LLC 0.01% Reduce -10.6% 3,353 $509K
PFG Investments, LLC 0.04% Add +3.6% 3,347 $508K
Stephens Inc. 0.01% Reduce -3.3% 3,326 $505K
CreativeOne Wealth, LLC 0.03% Add +11.6% 3,314 $503K
Supplemental Annuity Collective Trust of NJ 0.15% No change 3,300 $501K
Fourpath Capital Management, LLC 0.36% No change 3,225 $490K
Independent Financial Group, LLC 0.02% Reduce -23.6% 3,215 $488K
White Pine Capital LLC 0.18% Add +35.1% 3,204 $486K
American Investment Services, Inc. 0.09% Reduce -14.1% 3,203 $486K
Oak Thistle LLC 0.36% New 3,190 $484K
Wintrust Investments LLC 0.04% Reduce -2.2% 3,159 $480K
Quadrant Capital Group LLC 0.04% Reduce -1.2% 3,139 $477K
Foster & Motley Inc. 0.03% Reduce -16.0% 3,128 $475K
Mather Group, Llc. 0.01% Reduce -1.5% 3,032 $475K
Larson Financial Group LLC 0.03% Add +19.0% 3,122 $474K
Krane Funds Advisors LLC 0.02% Reduce -3.7% 3,120 $474K
Strategic Advisors LLC 0.09% Reduce -54.7% 3,112 $472K
Jump Financial, LLC 0.01% Reduce -44.0% 3,103 $471K
Cohen Klingenstein LLC 0.02% No change 3,100 $471K
InTrack Investment Management Inc 0.33% No change 3,088 $469K
WASHINGTON TRUST Co 0.02% No change 3,079 $467K
Ostrum Asset Management 0.04% Reduce -7.2% 3,073 $466K
United Advisor Group, LLC 0.14% Add +46.0% 3,070 $466K
Trust Co 0.06% Add +24.9% 3,064 $465K
Principal Securities, Inc. 0.01% Add +13.7% 3,050 $463K
Graypoint LLC 0.03% Add +7.2% 3,014 $458K
World Investment Advisors 0.03% New 3,013 $457K
Lederer & Associates Investment Counsel 0.33% No change 3,007 $456K
Stevens Capital Management LP 0.15% Add +9.7% 3,006 $456K
Merrion Investment Management Co, LLC 0.31% No change 3,000 $455K
Westover Capital Advisors, LLC 0.12% No change 3,000 $455K
Roble, Belko & Company, Inc 0.08% No change 3,000 $455K
Johnson Investment Counsel Inc. 0.00% Add +0.7% 2,990 $454K
Pinnacle Associates Ltd. 0.01% Add +26.6% 2,984 $453K
Optimum Investment Advisors 0.20% Reduce -14.4% 2,979 $452K
Lazari Capital Management, Inc. 0.20% Reduce -5.6% 2,976 $452K
IFP Advisors, Inc 0.02% Add +10.0% 2,970 $451K
Proficio Capital Partners LLC 0.05% Reduce -5.6% 2,969 $451K
Elequin Capital, LP 0.31% New 2,967 $450K
First National Bank Sioux Falls 0.23% No change 2,965 $450K
Jackson Square Capital, LLC 0.11% Reduce -9.8% 2,952 $448K
Mutual Advisors, LLC 0.01% Reduce -0.1% 2,916 $446K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.2% 2,928 $445K
Balyasny Asset Management L.P. 0.00% New 2,928 $444K
Intrua Financial, LLC 0.07% Reduce -45.9% 2,924 $444K
Sage Investment Advisers LLC 0.50% Add +0.2% 2,903 $441K
Hamilton Capital Partners Inc. 0.05% New 2,893 $439K
Lantern Wealth Advisors, LLC 0.32% Reduce -16.0% 2,875 $436K
ORG Partners LLC 0.05% New 2,973 $436K
Opinicus Capital, Inc. 0.37% Reduce -4.6% 2,849 $433K
Everhart Financial Group, Inc. 0.11% Add +21.6% 2,849 $432K
Piedmont Capital Management, LLC 0.29% No change 2,872 $432K
Market Street Wealth Management Advisors LLC 0.07% Add +0.1% 2,842 $431K
Sompo Asset Management Co., Ltd. 0.07% Add +3.7% 2,830 $430K
Mogy Joel R Investment Counsel Inc. 0.03% No change 2,825 $429K
Algert Global LLC 0.01% Add +38.0% 2,805 $426K
Diversify Wealth Management, LLC 0.05% — 2,874 $425K
Strategic Advocates LLC 0.17% Reduce -8.6% 2,797 $425K
Washington Trust Bank 0.04% No change 2,773 $421K
Dark Forest Capital Management LP 0.08% New 2,730 $414K
Conning Inc. 0.02% Add +2.3% 2,729 $414K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -86.0% 2,712 $412K
Autumn Glory Partners, LLC 0.21% No change 2,710 $411K
O'ROURKE & COMPANY, Inc 0.23% Add +0.1% 2,698 $410K
Mfa Wealth Advisors, LLC 0.09% No change 2,700 $410K
Edmp, Inc. 0.37% No change 2,696 $409K
NFSG Corp 0.15% Reduce -25.3% 2,692 $409K
Capula Management Ltd 0.00% Add +4.0% 2,686 $408K
Lanark Financial, Inc. 0.04% Add +0.1% 2,683 $407K
Glass Jacobson Investment Advisors llc 0.15% No change 2,677 $406K
Stratos Wealth Partners, LTD. 0.01% Reduce -76.8% 2,673 $406K
Massachusetts Financial Services Co. 0.00% Reduce -72.9% 2,666 $405K
Bradley Foster & Sargent Inc. 0.01% No change 2,638 $400K
Summit Financial, LLC 0.02% New 2,636 $400K
Rossmore Private Capital 0.05% Reduce -29.7% 2,600 $395K
Avestar Capital, LLC 0.04% Add +18.1% 2,577 $391K
Kaizen Financial Strategies 0.24% Add +2.2% 2,507 $388K
Octavia Wealth Advisors, LLC 0.05% Reduce -0.1% 2,555 $388K
Morningstar Investment Management LLC 0.04% Reduce -24.2% 2,541 $386K
Stratos Wealth Advisors, LLC 0.02% Add +0.7% 2,524 $383K
Camelot Portfolios, LLC 0.22% Add +49.3% 2,515 $382K
Welch Group, LLC 0.02% Add +0.1% 2,515 $382K
Capital Investment Advisors, LLC 0.01% Reduce -2.1% 2,512 $381K
Titleist Asset Management, LLC 0.06% Reduce -14.8% 2,504 $380K
Financial Sense Advisors, Inc. 0.12% No change 2,500 $380K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 2,500 $380K
Schnieders Capital Management LLC 0.08% No change 2,498 $379K
Vicus Capital 0.03% Add +20.6% 2,486 $377K
Embree Financial Group 0.07% Reduce -20.2% 2,485 $377K
Legacy Financial Advisors, Inc. 0.07% Add +4.4% 2,461 $374K
Bard Financial Services, Inc. 0.04% No change 2,460 $373K
Financial Counselors Inc. 0.01% New 2,431 $369K
Brown, Lisle/Cummings, Inc. 0.12% Reduce -11.4% 2,405 $365K
Hilltop Holdings Inc. 0.04% New 2,402 $365K
Silverleafe Capital Partners, LLC 0.13% No change 2,400 $364K
Renaissance Technologies 0.00% New 2,400 $364K
Harvest Portfolios Group Inc. 0.01% Reduce -2.2% 2,335 $354K
Freedom Investment Management, Inc. 0.03% Reduce -22.5% 2,327 $353K
Nilsine Partners, LLC 0.05% Add +2.6% 2,326 $353K
Great Lakes Advisors, LLC 0.00% Reduce -0.8% 2,320 $352K
Hutchens & Kramer Investment Management Group, LLC 0.19% Reduce -6.6% 2,378 $348K
Manchester Capital Management LLC 0.04% Add +1.5% 2,285 $347K
Oxford Financial Group, LTD. LLC 0.02% Add +3.4% 2,285 $347K
Intrust Bank NA 0.04% Reduce -3.5% 2,260 $343K
Moody National Bank Trust Division 0.03% No change 2,259 $343K
LRI Investments, LLC 0.04% No change 2,252 $342K
Steele Capital Management, Inc. 0.02% No change 2,230 $339K
Fidelis Capital Partners, LLC 0.05% Add +28.9% 2,209 $338K
Summit Securities Group LLC 0.13% Add +2100.0% 2,200 $334K
Novare Capital Management LLC 0.03% Reduce -16.8% 2,200 $334K
Redhawk Wealth Advisors, Inc. 0.05% No change 2,195 $333K
Walter & Keenan Wealth Management LLC /in/ 0.11% No change 2,178 $331K
Rehmann Capital Advisory Group 0.02% Reduce -0.9% 2,176 $330K
Affinity Wealth Management LLC 0.06% No change 2,171 $330K
UMB Bank, n.a. 0.01% Reduce -1.0% 2,171 $330K
Gateway Investment Advisers LLC 0.00% Reduce -5.5% 2,162 $328K
Journey Strategic Wealth LLC 0.01% New 2,157 $327K
Brooklyn Investment Group 0.14% No change 2,132 $327K
LJI Wealth Management, LLC 0.07% No change 2,151 $327K
Private Trust Co. NA 0.04% Add +716.7% 2,148 $326K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.1% 2,138 $325K
Jacobi Capital Management LLC 0.03% Add +39.2% 2,133 $324K
Lafayette Investments, Inc. 0.07% No change 2,125 $323K
Harbor Investment Advisory, LLC 0.03% No change 2,118 $322K
Cetera Trust Company, N.A 0.20% No change 2,075 $315K
Evergreen Capital Management LLC 0.01% Add +9.6% 2,074 $315K
Good Life Advisors, LLC 0.03% Reduce -13.1% 2,069 $314K
Resonant Capital Advisors, LLC 0.03% Reduce -4.5% 2,060 $313K
Rockland Trust Co. 0.02% No change 2,050 $311K
Bison Wealth, LLC 0.05% No change 1,985 $311K
Baker Tilly Wealth Management, LLC 0.13% Reduce -68.4% 2,043 $310K
Manchester Financial Inc. 0.08% Reduce -2.2% 2,021 $307K
Elevation Wealth Partners, LLC 0.15% No change 2,019 $306K
Atlas Private Wealth Advisors 0.05% New 2,000 $304K
First National Bank of Omaha 0.02% New 2,000 $304K
1620 Investment Advisors, Inc. 0.23% New 1,966 $298K
Prudent Man Advisors, LLC 0.11% Add +5.6% 1,966 $298K
SageView Advisory Group, LLC 0.02% New 1,962 $298K
Merit Financial Group, LLC 0.01% Reduce -18.3% 1,955 $297K
Ascent Group, LLC 0.02% Add +11.4% 1,948 $296K
Norden Group LLC 0.06% Reduce -18.8% 1,947 $296K
Samalin Investment Counsel, LLC 0.14% Add +1.3% 1,940 $295K
Shelton Capital Management 0.01% No change 1,930 $293K
Platform Technology Partners 0.10% — 1,920 $291K
EverSource Wealth Advisors, LLC 0.02% Add +0.9% 1,882 $289K
Stock Yards Bank & Trust Co. 0.01% Reduce -4.9% 1,902 $289K
Buckingham Strategic Wealth, LLC 0.00% Reduce -11.3% 1,891 $287K
Indie Asset Partners, LLC 0.23% Add +29.3% 1,891 $287K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,889 $287K
IFG Advisory, LLC 0.02% New 1,875 $285K
Augustine Asset Management Inc. 0.11% Add +3.8% 1,859 $282K
Regent Peak Wealth Advisors LLC 0.06% Reduce -0.1% 1,840 $279K
Farther Finance Advisors, LLC 0.01% Add +14.1% 1,898 $278K
Cornerstone Advisory, LLC 0.04% Add +1.1% 1,828 $277K
Cornerstone Wealth Management, LLC 0.02% Add +8.3% 1,811 $275K
Catalina Capital Group, LLC 0.10% New 1,806 $274K
American State Bank (Iowa) 0.18% No change 1,804 $274K
Pinnacle Wealth Management Advisory Group, LLC 0.03% New 1,802 $274K
Clearwater Capital Advisors, LLC 0.03% No change 1,800 $273K
SkyOak Wealth, LLC 0.06% No change 1,784 $271K
Whalerock Point Partners, LLC 0.07% No change 1,776 $270K
Laffer Tengler Investments, Inc. 0.07% Add +74.0% 1,766 $268K
Kathmere Capital Management, LLC 0.03% Add +25.3% 1,765 $268K
Simmons Bank 0.02% Reduce -4.5% 1,757 $267K
Kovack Advisors, Inc. 0.03% Reduce -15.3% 1,754 $266K
Cabot Wealth Management Inc. 0.03% No change 1,745 $265K
Deseret Mutual Benefit Administrators 0.12% Reduce -0.3% 1,739 $264K
VELA Investment Management, LLC 0.09% Reduce -59.0% 1,734 $263K
Alps Advisors Inc. 0.00% No change 1,734 $263K
Synovus Financial Corp. 0.00% Add +2.1% 1,730 $263K
North Star Investment Management Corp. 0.02% Reduce -2.3% 1,730 $263K
Lindbrook Capital, LLC 0.02% Add +2.6% 1,726 $262K
Quotient Wealth Partners, LLC 0.01% Add +10.9% 1,709 $259K
Beck Mack & Oliver LLC 0.01% New 1,700 $258K
Leo Wealth, LLC 0.03% Reduce -6.2% 1,707 $258K
BNP Paribas 0.01% No change 1,688 $256K
William Allan Corp 0.17% Add +11.6% 1,685 $256K
Regions Financial Corp. 0.00% Reduce -30.0% 1,683 $255K
Burney Co./ 0.01% Add +25.0% 1,681 $255K
Insigneo Advisory Services, LLC 0.03% Reduce -61.8% 1,719 $254K
M&G PLC 0.00% Reduce -94.4% 1,671 $254K
Barry Investment Advisors, LLC 0.09% Add +2.3% 1,671 $254K
Tiaa Trust, National Association 0.00% Reduce -13.2% 1,661 $252K
Dearborn Partners LLC 0.01% Add +3.1% 1,658 $252K
Worth Venture Partners, LLC 1.96% No change 1,650 $250K
Socha Financial Group, LLC 0.12% Add +13.8% 1,650 $250K
KLCM Advisors, Inc. 0.03% No change 1,644 $250K
Callan Family Office, LLC 0.05% New 1,643 $249K
Kingsview Wealth Management, LLC 0.01% New 1,639 $249K
Strategic Wealth Investment Group, LLC 0.03% — 1,691 $248K
Abbrea Capital, LLC 0.03% Add +8.2% 1,627 $247K
Godshalk Welsh Capital Management, Inc. 0.16% No change 1,625 $247K
Childress Capital Advisors, LLC 0.07% Reduce -1.5% 1,600 $243K
Cladis Investment Advisory, LLC 0.18% No change 1,600 $243K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.3% 1,559 $237K
MRP Capital Investments, LLC 0.22% Reduce -7.4% 1,555 $236K
Aptus Capital Advisors, LLC 0.00% Add +5.1% 1,554 $236K
Weil Company, Inc. 0.09% New 1,553 $236K
Dorsey Wright & Associates 0.06% Reduce -19.5% 1,546 $235K
Morningstar Investment Services LLC 0.00% Add +8.2% 1,571 $235K
PAX Financial Group, LLC 0.05% Reduce -9.3% 1,531 $232K
First Bancorp, Inc 0.17% No change 1,528 $232K
Fiduciary Trust Co 0.00% Add +1.9% 1,513 $230K
Carnegie Investment Counsel 0.01% No change 1,504 $228K
EJF Capital LP 0.17% Reduce -25.0% 1,500 $228K
Lavaca Capital LLC 0.12% No change 1,500 $228K
Howard Capital Management Group, LLC 0.02% No change 1,490 $226K
Gryphon Financial Partners LLC 0.03% New 1,486 $226K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,467 $223K
First Horizon Advisors, Inc. 0.01% Reduce -0.8% 1,460 $222K
Orange Investment Advisors, Inc. 0.03% New 1,550 $221K
Mission Wealth Management, LP 0.01% Reduce -39.7% 1,451 $220K
Cidel Asset Management Inc. 0.02% Reduce -5.5% 1,448 $220K
Icon Wealth Advisors, LLC 0.02% Reduce -10.6% 1,432 $220K
V-Square Quantitative Management LLC 0.04% Reduce -17.7% 1,444 $219K
Galvin, Gaustad & Stein, LLC 0.02% New 1,442 $219K
Fort Sheridan Advisors LLC 0.04% New 1,439 $218K
EP Wealth Advisors, LLC 0.00% New 1,438 $218K
Blue Trust, Inc. 0.00% Add +453.6% 1,384 $217K
Capasso Planning Partners LLC 0.07% Add +0.1% 1,423 $216K
Sentry Investment Management LLC 0.10% Reduce -17.0% 1,426 $216K
Modera Wealth Management, LLC 0.00% No change 1,420 $216K
Legacy Advisors, LLC 0.03% Add +7.4% 1,405 $213K
American Trust Investment Advisors, LLC 0.10% Reduce -11.7% 1,400 $213K
TD Private Client Wealth LLC 0.01% No change 1,400 $213K
PDS Planning, Inc 0.02% Add +6.3% 1,397 $212K
Inceptionr LLC 0.06% Reduce -78.5% 1,392 $211K
Breakwater Capital Group 0.05% No change 1,376 $209K
KMG Fiduciary Partners, LLC 0.02% Reduce -1.4% 1,375 $209K
GAMCO Investors 0.00% Add +7.0% 1,370 $208K
Moors & Cabot, Inc. 0.01% Reduce -20.1% 1,367 $207K
Silvercrest Asset Management Group LLC 0.00% Add +2.1% 1,356 $206K
Ridgewood Investments LLC 0.10% Reduce -19.5% 1,351 $205K
Smithfield Trust Co 0.01% Reduce -29.1% 1,350 $205K
Atlantic Edge Private Wealth Management, LLC 0.07% No change 1,350 $205K
Sloy Dahl & Holst, LLC 0.04% Reduce -19.6% 1,350 $205K
Silver Lake Group, L.L.C. 0.00% New 1,350 $205K
&partners 0.01% New 1,346 $204K
Simon Quick Advisors, LLC 0.01% New 1,338 $203K
Optas, LLC 0.05% New 1,338 $203K
Catalyst Financial Partners LLC 0.04% New 1,328 $202K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.5% 1,325 $201K
Verus Capital Partners, LLC 0.02% Reduce -5.0% 1,320 $200K
Qube Research & Technologies Ltd 0.00% Reduce -79.1% 1,293 $196K
Logan Capital Management Inc. 0.01% No change 1,272 $193K
CI Investments Inc. 0.00% Reduce -46.5% 1,226 $186K
Parkside Financial Bank & Trust 0.03% Reduce -0.3% 1,207 $183K
Hilltop National Bank 0.06% No change 1,193 $181K
Motco 0.01% Add +16.4% 1,192 $181K
Clearstead Advisors, LLC 0.00% Add +17.9% 1,188 $180K
MassMutual Private Wealth & Trust, FSB 0.01% Add +12.2% 1,188 $180K
CENTRAL TRUST Co 0.00% Reduce -9.7% 1,162 $176K
Allworth Financial LP 0.00% Add +5.0% 1,129 $173K
Ashton Thomas Private Wealth, LLC 0.01% New 1,132 $172K
Thompson Investment Management, Inc. 0.03% Reduce -1.5% 1,117 $170K
Activest Wealth Management 0.05% Add +593.5% 1,075 $163K
Abich Financial Wealth Management LLC 0.11% Add +13262.5% 1,069 $162K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% No change 1,020 $155K
Cromwell Holdings LLC 0.09% — 1,013 $154K
Smartleaf Asset Management LLC 0.03% Add +52.3% 1,022 $153K
Benjamin Edwards Inc. 0.03% No change 1,000 $152K
Vestor Capital, LLC 0.01% No change 1,000 $152K
AllSquare Wealth Management LLC 0.09% No change 1,000 $152K
Alta Advisers Ltd 0.07% No change 1,000 $152K
Rowlandmiller & Partners.adv 0.03% No change 1,000 $152K
Capstone Investment Advisors, LLC 0.01% New 988 $150K
Triad Wealth Partners, LLC 0.07% New 912 $138K
Global Retirement Partners, LLC 0.00% Add +11.7% 895 $136K
Stelac Advisory Services LLC 0.06% No change 881 $134K
Y.D. More Investments Ltd 0.01% New 878 $133K
Ninepoint Partners LP 0.01% No change 873 $133K
Centaurus Financial, Inc. 0.01% Add +2.3% 863 $131K
Central Pacific Bank - Trust Division 0.02% Reduce -3.4% 862 $131K
Register Financial Advisors LLC 0.06% No change 829 $126K
Silvant Capital Management LLC 0.01% No change 821 $125K
Rosenberg Matthew Hamilton 0.04% Reduce -5.3% 817 $120K
Carolinas Wealth Consulting LLC 0.02% Add +0.5% 779 $118K
Harbour Investments, Inc. 0.00% Add +2.4% 778 $118K
Global X Japan Co., Ltd. 0.02% New 764 $116K
Muzinich & Co., Inc. 0.09% Add +99.7% 731 $111K
Concourse Financial Group Securities, Inc. 0.01% Add +1.1% 703 $107K
Montag A & Associates Inc. 0.01% No change 702 $107K
Leonteq Securities AG 0.01% Add +183.8% 684 $104K
Fortitude Family Office, LLC 0.06% Add +762.7% 647 $98K
CVA Family Office, LLC 0.02% Add +2.5% 643 $98K
Quarry LP 0.04% Add +99.7% 641 $97K
Family Firm, Inc. 0.02% New 640 $97K
Concord Wealth Partners 0.02% Add +0.3% 634 $96K
United Community Bank 0.04% Add +107.3% 622 $94K
Park Place Capital Corp 0.03% Reduce -7.1% 604 $92K
Catalyst Funds Management Pty Ltd 0.02% Reduce -45.5% 600 $91K
Farmers & Merchants Investments Inc. 0.00% No change 598 $91K
Tobam 0.01% Reduce -23.1% 591 $90K
Capital Analysts, LLC 0.00% Reduce -10.9% 578 $87K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 554 $84K
Venturi Wealth Management, LLC 0.00% Add +96.3% 534 $81K
Missouri Trust & Investment Co 0.03% No change 526 $80K
Westend Capital Management, LLC 0.03% Add +0.2% 541 $79K
PFS Partners, LLC 0.05% No change 500 $76K
Princeton Global Asset Management LLC 0.02% No change 500 $76K
Johnson Financial Group, Inc. 0.00% Add +9900.0% 500 $76K
Caldwell Sutter Capital, Inc. 0.04% No change 491 $75K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 451 $68K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 435 $65K
Mowery & Schoenfeld Wealth Management, LLC 0.09% No change 418 $63K
JTC Employer Solutions Trustee Ltd 0.00% No change 412 $63K
Delta Asset Management LLC 0.01% No change 406 $62K
First Financial Corp. 0.03% Reduce -6.1% 400 $61K
Ameliora Wealth Management Ltd. 0.03% No change 400 $61K
FNY Investment Advisers, LLC 0.04% Reduce -86.7% 400 $60K
Creative Financial Designs Inc. 0.01% Add +99.5% 391 $59K
Transamerica Financial Advisors, LLC 0.01% No change 383 $59K
Hoey Investments, Inc. 0.01% No change 375 $57K
Quent Capital, LLC 0.01% Reduce -1.6% 370 $56K
Balefire, LLC 0.02% Reduce -5.4% 352 $53K
Mizuho Bank, Ltd. 0.01% New 350 $53K
Nordwand Advisors, LLC 0.02% No change 346 $53K
GHP Investment Advisors, Inc. 0.00% Add +1.2% 345 $52K
Compass Wealth Management LLC 0.01% No change 345 $52K
Capital Advisors, Ltd. LLC 0.01% Add +26.9% 344 $52K
Anchor Investment Management, LLC 0.01% No change 334 $51K
Centerpoint Advisors, LLC 0.02% No change 327 $50K
Versant Capital Management, Inc 0.01% Add +963.3% 319 $48K
IAG Wealth Partners, LLC 0.01% New 315 $48K
First Pacific Financial 0.01% New 312 $47K
American National Bank & Trust 0.01% No change 312 $47K
Carmichael Hill & Associates, Inc. 0.02% Add +0.3% 311 $47K
Edmond DE Rothschild Holding S.A. 0.00% No change 310 $47K
Valley National Advisers Inc. 0.01% Add +3.0% 314 $47K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +26.6% 309 $46K
Financial Freedom, LLC 0.03% Add +2.7% 301 $46K
Towne Trust Company, N.A 0.02% Reduce -45.5% 300 $46K
Kozak & Associates, Inc. 0.01% Add +1.0% 298 $44K
Rise Advisors, LLC 0.02% Add +2.6% 280 $43K
Zions Bancorporation, N.A. 0.00% Reduce -12.5% 273 $41K
Avior Wealth Management, LLC 0.00% Reduce -54.5% 266 $40K
Indiana Trust & Investment Management Co 0.01% No change 265 $40K
Crewe Advisors LLC 0.00% No change 259 $39K
Key Financial Inc 0.01% No change 247 $37K
MV Capital Management, Inc. 0.00% Reduce -55.1% 244 $37K
PSI Advisors, LLC 0.01% No change 244 $37K
Tyler-Stone Wealth Management 0.01% No change 238 $36K
BOK Financial Private Wealth, Inc. 0.00% No change 235 $36K
Arlington Trust Co LLC 0.01% No change 233 $35K
Bogart Wealth, LLC 0.00% Add +218.1% 229 $35K
DT Investment Partners, LLC 0.00% No change 228 $35K
Atlas Capital Advisors Inc. 0.00% Reduce -17.9% 225 $34K
Beacon Capital Management, LLC 0.01% Reduce -30.3% 219 $33K
HBC Financial Services, PLLC 0.02% Reduce -42.1% 220 $33K
Bruce G. Allen Investments, LLC 0.03% Reduce -4.0% 216 $33K
Operose Advisors LLC 0.01% No change 210 $32K
Hillsdale Investment Management Inc. 0.00% No change 210 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 199 $30K
Webster Bank, N. A. 0.00% No change 200 $30K
Arax Advisory Partners 0.00% Add +58.4% 198 $30K
Pathway Financial Advisers, LLC 0.01% Add +3.3% 188 $29K
RFP Financial Group LLC 0.01% Add +727.3% 182 $28K
Wetzel Investment Advisors, Inc. 0.02% New 175 $27K
AdvisorNet Financial, Inc 0.00% Reduce -2.8% 171 $26K
Salem Investment Counselors Inc. 0.00% Reduce -61.4% 169 $26K
Meeder Asset Management Inc. 0.00% Reduce -88.3% 169 $26K
Opal Wealth Advisors, LLC 0.01% New 164 $25K
Colonial Trust Co / SC 0.00% New 162 $25K
Covestor Ltd 0.02% Reduce -38.6% 159 $24K
Clearstead Trust, LLC 0.01% No change 158 $24K
Atwood & Palmer Inc. 0.00% No change 155 $24K
Boyd Watterson Asset Management LLC 0.01% No change 153 $23K
Bartlett & Co. Wealth Management LLC 0.00% Add +35.5% 145 $22K
EnRich Financial Partners LLC 0.01% Reduce -4.8% 138 $21K
West Paces Advisors Inc. 0.01% No change 138 $21K
Riverview Trust Co 0.02% No change 129 $20K
SYSTM Wealth Solutions LLC 0.00% Reduce -85.4% 127 $19K
GW&K Investment Management, LLC 0.00% Add +19.6% 128 $19K
Abound Wealth Management 0.01% Reduce -0.8% 125 $19K
Cedar Mountain Advisors, LLC 0.00% No change 125 $19K
Raleigh Capital Management Inc. 0.01% Add +13.9% 123 $19K
Financial Network Wealth Advisors LLC 0.01% New 122 $19K
Richardson Financial Services Inc. 0.01% No change 120 $18K
WFA of San Diego, LLC 0.02% — 118 $18K
First United Bank & Trust 0.01% No change 113 $17K
Fairscale Capital, LLC 0.01% — 110 $17K
Riggs Asset Managment Co. Inc. 0.00% No change 109 $17K
Private Ocean, LLC 0.00% No change 109 $17K
Ancora Advisors LLC 0.00% Add +9.3% 106 $16K
Grayhawk Investment Strategies Inc. 0.07% No change 105 $16K
Washington Trust Advisors, Inc. 0.00% Add +8.5% 102 $15K
Provenance Wealth Advisors, LLC 0.00% No change 100 $15K
Pacific Center for Financial Services 0.00% Add +11.2% 99 $15K
Center for Financial Planning, Inc. 0.00% No change 87 $13K
Financial Management Professionals, Inc. 0.00% Add +28.8% 85 $13K
1832 Asset Management L.P. 0.00% Reduce -33.9% 76 $12K
Bell Investment Advisors, Inc 0.00% Reduce -15.9% 74 $11K
Private Wealth Management Group, LLC 0.00% No change 73 $11K
Asset Dedication, LLC 0.00% No change 73 $11K
Union Savings Bank 0.01% New 73 $11K
Brown Brothers Harriman & Co. 0.00% Reduce -5.2% 73 $11K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +10.8% 72 $11K
Christopher J. Hasenberg, Inc 0.00% No change 69 $10K
Hexagon Capital Partners LLC 0.00% Add +3.1% 67 $10K
Adirondack Trust Co. 0.00% No change 66 $10K
Costello Asset Management, INC 0.01% Add +3.3% 62 $9K
Cullen/Frost Bankers, Inc. 0.00% New 62 $9K
Redmont Wealth Advisors LLC 0.01% No change 56 $9K
Anfield Capital Management, LLC 0.00% New 53 $8K
Oakworth Capital, Inc. 0.00% No change 52 $8K
Godsey & Gibb, Inc. 0.00% No change 50 $8K
Colonial Trust Advisors 0.00% Reduce -25.4% 50 $8K
Avion Wealth 0.00% Add +17.5% 47 $7K
Gold Investment Management Ltd. 0.00% No change 45 $7K
Sittner & Nelson, LLC 0.00% No change 44 $7K
Hollencrest Capital Management 0.00% Add +2.4% 42 $6K
Independence Bank of Kentucky 0.00% No change 40 $6K
WR Wealth Planners, LLC 0.00% Add +25.8% 39 $6K
Aspect Partners, LLC 0.00% Reduce -35.6% 38 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 38 $6K
Frazier Financial Advisors, LLC 0.00% Reduce -55.4% 37 $6K
Raffa Wealth Management, LLC 0.00% No change 34 $5K
Arrow Financial Corp 0.00% No change 34 $5K
Creative Capital Management Investments LLC 0.00% No change 33 $5K
Coppell Advisory Solutions LLC 0.00% — 32 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $5K
Institutional & Family Asset Management, LLC 0.00% No change 30 $5K
Sachetta, LLC 0.00% Add +625.0% 29 $4K
Glen Eagle Advisors, LLC 0.00% No change 29 $4K
Dunhill Financial, LLC 0.00% No change 28 $4K
Pacific Capital Wealth Advisors, Inc. 0.00% New 28 $4K
Unique Wealth Strategies, LLC 0.00% New 27 $4K
SouthState Bank Corp 0.00% Add +170.0% 27 $4K
Strategic Investment Solutions, Inc. 0.00% — 25 $4K
Caitlin John, LLC 0.00% No change 25 $4K
Grove Bank & Trust 0.00% No change 24 $4K
Red Tortoise LLC 0.00% No change 23 $3K
MCF Advisors LLC 0.00% No change 22 $3K
Archer Investment Corp 0.00% No change 20 $3K
Gradient Investments LLC 0.00% Reduce -33.3% 20 $3K
ClariVest Asset Management LLC 0.00% Reduce -41.2% 20 $3K
Strategic Financial Concepts, LLC 0.00% Add +16795.2% 424,070 $3K
Continuum Advisory, LLC 0.00% No change 19 $3K
Prestige Wealth Management Group LLC 0.00% Reduce -99.5% 18 $3K
McIlrath & Eck, LLC 0.00% New 18 $3K
PFG Private Wealth Management, LLC 0.00% No change 17 $3K
Eagle Bay Advisors LLC 0.00% No change 17 $3K
Planning Capital Management Corp 0.00% No change 16 $2K
Great Lakes Retirement, Inc. 0.00% New 15 $2K
New Millennium Group LLC 0.00% New 15 $2K
Core Alternative Capital 0.00% No change 14 $2K
Ruedi Wealth Management, Inc. 0.00% New 13 $2K
Cornerstone Planning Group LLC 0.00% Add +225.0% 13 $2K
Janiczek Wealth Management, LLC 0.00% No change 12 $2K
TFC Financial Management, Inc. 0.00% Reduce -21.4% 11 $2K
Richardson Capital Management LLC 0.00% New 10 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -9.1% 10 $2K
Delos Wealth Advisors, LLC 0.00% No change 9 $1K
Nvwm, LLC 0.00% Add +60.0% 8 $1K
VitalStone Financial, LLC 0.00% No change 7 $1K
Strengthening Families & Communities, LLC 0.00% New 4 $1K
Cape Investment Advisory, Inc. 0.00% No change 6 $911
FinTrust Capital Advisors, LLC 0.00% New 6 $911
Semmax Financial Advisors Inc. 0.00% No change 5 $825
Macroview Investment Management LLC 0.00% No change 5 $759
Wolff Wiese Magana LLC 0.00% New 5 $759
Lynx Investment Advisory 0.00% — 4 $607
Creekmur Asset Management LLC 0.00% New 3 $455
Sandy Spring Bank 0.00% New 3 $455
MeadowBrook Investment Advisors LLC 0.00% No change 2 $304
Redwood Wealth Management Group, LLC 0.00% New 2 $304
Plante Moran Financial Advisors, LLC 0.00% No change 2 $304
Davis Selected Advisers 0.00% Reduce -20.9% 85,140 $0

"% of holder's portfolio" is SPG's weight in each manager's 13F, not the share of Simon Property Group Inc. the manager owns.