Simon Property GroupSPG

13F holders, Q3 2024 (September 30)
1,132holders +31
107new positions
73sold out
9famous investors
$168.98avg. 13F price*

At the end of Q3 2024, 1,132 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 31 from Q2 2024. 107 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($7.7B), BlackRock, Inc. ($6.0B) and State Street Corp. ($3.6B). 9 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions107$183.9M
Exits73$49.0M

All 13F filers, Q2 2024 → Q3 2024: 13,170,003 shares bought and 14,851,942 shares sold, net −1,681,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,132 holders

Vanguard Group Inc. 0.14% Reduce -1.5% 45,474,467 $7.7B
BlackRock, Inc. 0.13% — 35,708,493 $6.0B
State Street Corp. 0.14% Reduce -1.6% 21,061,275 $3.6B
Cohen & Steers, Inc. 5.44% Reduce -2.3% 18,087,844 $3.1B
Norges Bank 0.29% Reduce -29.4% 12,323,948 $2.1B
Geode Capital Management, LLC 0.12% Reduce -2.3% 8,929,260 $1.5B
Bank of America Corp. 0.10% Add +0.5% 6,513,717 $1.1B
Morgan Stanley 0.07% Reduce -2.6% 5,551,454 $938.3M
Dimensional Fund Advisors LP 0.19% Reduce -1.9% 4,534,288 $766.4M
JPMorgan Chase & Co. 0.06% Add +7.2% 4,463,808 $754.5M
FMR LLC 0.04% Reduce -19.3% 4,330,039 $731.9M
Nuveen Asset Management, LLC 0.20% Reduce -5.4% 4,261,620 $720.3M
Legal & General Group Plc 0.18% Reduce -3.7% 4,083,586 $690.2M
Northern Trust Corp. 0.10% Reduce -4.8% 3,744,458 $632.9M
Invesco Ltd. 0.12% Add +6.1% 3,674,064 $621.0M
Charles Schwab Investment Management Inc. 0.12% Reduce -1.2% 3,573,111 $603.9M
T. Rowe Price Associates Inc. 0.07% Reduce -2.8% 3,572,065 $603.8M
Daiwa Securities Group Inc. 2.74% Reduce -3.1% 3,476,306 $587.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +617.5% 3,191,296 $539.4M
Deutsche Bank AG 0.20% Reduce -7.0% 2,966,867 $501.5M
Smead Capital Management, Inc. 6.32% Add +3.5% 2,620,355 $442.9M
Boston Partners 0.47% Add +1.6% 2,341,736 $395.8M
Bank of New York Mellon Corp 0.07% Reduce -7.8% 2,265,535 $382.9M
Goldman Sachs Group Inc. 0.06% Reduce -15.9% 1,942,125 $328.3M
Centersquare Investment Management LLC 2.79% Reduce -2.0% 1,758,820 $297.3M
CBRE Investment Management Listed Real Assets LLC 4.55% Reduce -6.7% 1,685,059 $284.8M
Amundi 0.10% Add +19.4% 1,564,974 $262.4M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +1.8% 1,487,897 $251.5M
Russell Investments Group, Ltd. 0.35% Add +0.3% 1,429,185 $241.5M
Prudential Financial Inc. 0.34% Add +27.1% 1,428,366 $241.4M
Ameriprise Financial Inc. 0.06% Add +4.6% 1,411,434 $239.0M
Royal Bank of Canada 0.05% Add +13.0% 1,309,182 $221.3M
Principal Financial Group Inc. 0.12% Reduce -1.1% 1,277,828 $216.0M
Los Angeles Capital Management LLC 0.86% Add +373.6% 1,259,648 $212.9M
Neuberger Berman Group LLC 0.17% Add +101.3% 1,251,936 $211.6M
PGGM Investments 2.68% No change 1,238,123 $209.3M
UBS Group AG 0.06% Add +31.1% 1,234,829 $208.7M
HSBC Holdings PLC 0.13% Add +10.9% 1,191,955 $201.3M
Duff & Phelps Investment Management Co. 2.22% Add +6.9% 1,142,010 $193.0M
Canada Pension Plan Investment Board 0.17% Add +0.9% 1,075,197 $181.7M
Sei Investments Co. 0.23% Add +2.5% 1,070,343 $180.9M
Schroder Investment Management Group 0.17% Reduce -12.3% 997,562 $168.6M
Barclays PLC 0.07% Reduce -11.7% 978,900 $165.5M
Swiss National Bank 0.11% Add +0.3% 967,327 $163.5M
Panagora Asset Management Inc. 0.76% Reduce -3.7% 938,699 $158.7M
National Pension Service 0.15% Add +12.8% 929,095 $157.0M
Bessemer Group Inc. 0.25% Add +3.0% 902,907 $152.6M
Wells Fargo & Company 0.04% Add +8.6% 896,922 $151.6M
HighTower Advisors, LLC 0.22% Add +14.3% 893,411 $151.0M
Wellington Management Group LLP 0.03% Reduce -49.3% 884,192 $149.4M
APG Asset Management US Inc. 0.99% Reduce -0.6% 862,004 $146.2M
Arrowstreet Capital, Limited Partnership 0.12% Add +336.3% 855,372 $144.6M
Alliancebernstein L.P. 0.05% Add +1.3% 851,440 $143.9M
Franklin Resources Inc. 0.04% Reduce -0.8% 819,921 $140.8M
Bank of Montreal 0.07% Add +4.2% 829,394 $139.1M
Rhumbline Advisers 0.11% Reduce -4.5% 733,969 $124.1M
Parnassus Investments, LLC 0.26% Add +1.2% 718,854 $121.5M
Millennium Management 0.11% Add +143.1% 704,282 $119.0M
CANADA LIFE ASSURANCE Co 0.20% Reduce -7.6% 687,449 $116.3M
Caisse de depot et placement du Quebec 0.22% Add +295.3% 655,300 $110.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +2.2% 650,931 $110.0M
Macquarie Group Ltd. 0.11% Add +4.3% 600,728 $101.5M
Asset Management One Co., Ltd. 0.35% Reduce -4.2% 583,943 $98.7M
California Public Employees Retirement System 0.07% Reduce -4.5% 582,296 $98.4M
Allianz Asset Management GmbH 0.15% Add +4.2% 580,943 $98.2M
Public Employees Retirement System of Ohio 0.42% Reduce -4.4% 579,766 $98.0M
Lasalle Investment Management Securities LLC 3.57% Add +10.9% 551,782 $93.3M
California State Teachers Retirement System 0.10% Add +0.1% 525,329 $88.8M
Robeco Institutional Asset Management B.V. 0.18% Reduce -7.9% 523,298 $88.4M
Adelante Capital Management LLC 5.63% Reduce -10.6% 516,313 $87.3M
Nomura Asset Management Co. Ltd. 0.26% Reduce -3.4% 487,082 $82.3M
BNP Paribas Financial Markets 0.08% Add +36.4% 477,481 $80.7M
Heitman Real Estate Securities LLC 4.17% Reduce -5.1% 452,323 $76.5M
Skandinaviska Enskilda Banken AB (publ) 0.34% Add +3.0% 435,719 $73.6M
American Century Companies Inc. 0.04% Reduce -49.8% 417,832 $70.6M
TCW Group Inc. 0.59% Add +5.3% 400,026 $67.6M
Envestnet Asset Management Inc. 0.02% Add +4.1% 394,208 $66.6M
1832 Asset Management L.P. 0.11% Add +517394.7% 393,296 $66.5M
Voloridge Investment Management, LLC 0.23% Reduce -8.9% 374,497 $63.3M
Stifel Financial Corp. 0.07% Reduce -6.3% 369,014 $62.4M
LPL Financial LLC 0.03% Add +3.4% 351,327 $59.4M
Aberdeen Group plc 0.11% Reduce -26.7% 349,272 $58.9M
Ensign Peak Advisors, Inc 0.10% No change 342,012 $57.8M
PNC Financial Services Group, Inc. 0.04% Add +51.4% 335,906 $56.8M
KBC Group NV 0.17% Add +250.7% 325,704 $55.1M
New York State Teachers Retirement System 0.11% Reduce -6.4% 322,078 $54.4M
State Board of Administration of Florida Retirement System 0.10% Reduce -1.7% 316,281 $53.5M
Castle Hook Partners LP 1.59% Reduce -4.7% 314,252 $53.1M
Capital Advisors Inc. 1.06% Add +12.6% 313,477 $53.0M
Allspring Global Investments Holdings, LLC 0.08% Reduce -0.8% 309,029 $52.2M
Natixis 0.32% Add +2123.0% 306,548 $51.8M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -3.1% 300,106 $50.7M
Storebrand Asset Management As 0.16% Reduce -1.3% 295,365 $49.9M
LSV Asset Management 0.10% Reduce -4.8% 280,500 $47.4M
Raymond James & Associates 0.03% Add +2.4% 274,616 $46.4M
Citadel Advisors 0.05% Add +23.3% 274,151 $46.3M
Aew Capital Management L P 1.97% Reduce -13.2% 270,505 $45.7M
State of New Jersey Common Pension Fund D 0.19% Add +0.2% 270,070 $45.6M
AXA S.A. 0.13% Add +14.5% 267,199 $45.2M
Uniplan Investment Counsel, Inc. 3.89% Reduce -8.0% 258,378 $43.7M
Pinebridge Investments, L.P. 0.32% Reduce -8.4% 255,807 $43.2M
Teacher Retirement System of Texas 0.20% Reduce -12.7% 254,597 $43.0M
Retirement Systems of Alabama 0.16% Reduce -2.8% 254,049 $42.9M
DekaBank Deutsche Girozentrale 0.08% Add +0.9% 253,389 $42.2M
Citigroup Inc. 0.04% Reduce -28.5% 246,685 $41.7M
Douglas Lane & Associates, LLC 0.57% Reduce -2.7% 246,443 $41.7M
Edgar Lomax Co. 2.45% Reduce -1.5% 237,775 $40.2M
Minneapolis Portfolio Management Group, LLC 5.15% Reduce -2.6% 235,216 $39.8M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.7% 230,044 $38.9M
Victory Capital Management Inc. 0.04% Add +6.0% 227,776 $38.5M
State of Tennessee, Department of Treasury 0.14% Reduce -14.3% 227,121 $38.4M
FIL Ltd 0.03% Add +14.0% 226,071 $38.2M
CORDA Investment Management, LLC. 2.92% Reduce -3.3% 221,353 $37.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +168.7% 219,579 $37.1M
Nisa Investment Advisors, LLC 0.22% Reduce -7.9% 217,158 $36.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +0.2% 211,684 $35.8M
Treasurer of the State of North Carolina 0.14% Add +10.9% 209,327 $35.4M
Susquehanna International Group, LLP 0.06% Add +19.8% 208,074 $35.2M
New York State Common Retirement Fund 0.05% Reduce -12.8% 207,763 $35.1M
Sapient Capital LLC 0.69% Reduce -0.8% 204,368 $34.5M
Jane Street Group, LLC 0.05% Add +21.1% 201,018 $34.0M
Worldquant Millennium Advisors LLC 0.25% Reduce -37.1% 200,066 $33.8M
Andra AP-fonden 0.50% Add +9.4% 199,400 $33.7M
Pictet Asset Management Holding SA 0.04% Reduce -0.7% 198,088 $33.5M
HRT Financial LP 0.16% New 194,592 $32.9M
Voya Investment Management LLC 0.04% Reduce -6.7% 191,776 $32.4M
Foundry Partners, LLC 1.59% Reduce -7.2% 190,378 $32.2M
State of Alaska, Department of Revenue 0.34% Reduce -0.9% 190,186 $32.1M
D. E. Shaw & Co. 0.05% Reduce -19.9% 189,835 $32.1M
State of Wisconsin Investment Board 0.08% Add +5.8% 187,796 $31.7M
STRS Ohio 0.12% Add +5.8% 187,154 $31.6M
Natixis Advisors, LLC 0.06% Add +4.6% 185,955 $31.4M
Royal London Asset Management Ltd. 0.08% No change 182,370 $30.8M
Qube Research & Technologies Ltd 0.06% Add +13745.2% 179,019 $30.3M
QRG Capital Management, Inc. 0.33% Add +5.2% 178,867 $30.2M
AQR Capital Management 0.04% Add +28.1% 179,857 $30.0M
Resona Asset Management Co.,Ltd. 0.17% Reduce -8.1% 174,922 $29.4M
National Bank of Canada 0.04% Reduce -22.8% 173,247 $29.3M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -7.4% 164,924 $27.9M
Meeder Asset Management Inc. 1.85% Add +96913.6% 163,953 $27.7M
Factory Mutual Insurance Co. 0.28% No change 160,592 $27.1M
Van Eck Associates Corp. 0.03% Add +11.7% 153,314 $26.6M
Toronto Dominion Bank 0.05% Reduce -9.1% 155,705 $26.3M
Employees Retirement System of Texas 0.27% Add +21.3% 153,579 $26.0M
Danske Bank A/S 0.09% Add +4.0% 152,740 $25.8M
Handelsbanken Fonder AB 0.10% Add +0.7% 150,705 $25.5M
Mackenzie Financial Corp. 0.04% Reduce -3.8% 150,231 $25.4M
Candriam S.C.A. 0.15% Add +110.3% 148,615 $25.1M
Nordea Investment Management AB 0.03% Add +3.8% 148,583 $25.0M
Fort Washington Investment Advisors Inc. 0.15% Reduce -7.8% 145,142 $24.5M
Analyst IMS Investment Management Services Ltd. 0.94% Reduce -0.3% 145,006 $24.5M
IFM Investors Pty Ltd 0.23% Add +0.2% 140,186 $23.7M
ExodusPoint Capital Management, LP 0.24% New 139,878 $23.6M
Van Lanschot Kempen Investment Management N.V. 0.24% Add +554.3% 138,234 $23.4M
Korea Investment CORP 0.05% Add +5.9% 133,588 $22.6M
Advisors Capital Management, LLC 0.37% Add +1.2% 133,586 $22.6M
Swedbank AB 0.03% No change 132,070 $22.3M
UniSuper Management Pty Ltd 0.16% Add +14.6% 126,458 $21.4M
Thrivent Financial for Lutherans 0.04% Reduce -1.9% 124,266 $21.0M
Cibc World Markets Corp. 0.15% Add +194.9% 123,758 $20.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -4.3% 123,320 $20.8M
Vert Asset Management LLC 7.09% Add +0.6% 121,615 $20.6M
TD Asset Management Inc 0.02% Reduce -1.9% 121,963 $20.5M
Forsta Ap-Fonden 0.15% Add +31.8% 118,200 $20.0M
Guggenheim Capital LLC 0.14% Reduce -21.9% 117,999 $19.9M
Weiss Asset Management LP 0.72% New 116,616 $19.7M
First Trust Advisors LP 0.02% Reduce -0.8% 115,914 $19.6M
Mercer Global Advisors Inc. 0.05% Add +4.9% 114,665 $19.4M
Prana Capital Management, LP 0.89% Reduce -30.9% 114,369 $19.3M
Exchange Traded Concepts, LLC 0.46% Add +100.5% 113,462 $19.2M
Acadian Asset Management LLC 0.06% Add +12.9% 111,846 $18.9M
Balyasny Asset Management L.P. 0.05% Add +3644.7% 109,644 $18.5M
LBP Am SA 0.28% Add +179.4% 109,335 $18.5M
B&I Capital AG 5.17% Reduce -2.9% 105,530 $17.8M
Brookfield Corp 0.10% Reduce -51.3% 103,918 $17.6M
Sound Income Strategies, LLC 1.11% Add +5.3% 101,748 $17.2M
American Assets Capital Advisers, LLC 5.23% Reduce -16.6% 100,731 $17.0M
Glenmede Trust Co. NA 0.08% Add +477.2% 100,451 $17.0M
Pacific Heights Asset Management LLC 1.26% No change 100,000 $16.9M
State of Michigan Retirement System 0.08% Reduce -5.5% 99,149 $16.8M
Achmea Investment Management B.V. 0.27% Add +24.4% 98,581 $16.7M
Janney Capital Management LLC 1.12% Reduce -0.9% 98,343 $16.6M
Commonwealth Equity Services, LLC 0.03% Reduce -5.4% 97,895 $16.5M
Payden & Rygel 1.26% Add +12.3% 97,050 $16.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Reduce -0.4% 96,339 $16.3M
Lazard Asset Management LLC 0.02% Reduce -70.7% 95,304 $16.1M
Arizona State Retirement System 0.10% Reduce -1.1% 93,453 $15.8M
MetLife Investment Management, LLC 0.09% Reduce -7.6% 93,061 $15.7M
Sienna Gestion 1.04% Add +25.4% 92,511 $15.6M
Rockefeller Capital Management L.P. 0.04% Add +16.4% 92,207 $15.6M
Bruni J V & Co. 1.70% Reduce -35.9% 90,479 $15.3M
Varma Mutual Pension Insurance Co 0.12% Reduce -5.7% 90,049 $15.2M
Nan Shan Life Insurance Co., Ltd. 0.35% New 88,652 $15.0M
Davis Selected Advisers 0.08% Reduce -1.8% 83,580 $14.1M
Nissay Asset Management Corp. /Japan 0.09% Add +0.5% 81,657 $13.8M
Corient Private Wealth LP 0.02% Add +5.5% 80,836 $13.7M
Vestcor Inc 0.43% Add +2.1% 80,123 $13.5M
Lighthouse Investment Partners, LLC 0.73% Reduce -3.0% 80,000 $13.5M
Creative Planning 0.01% Add +4.9% 79,678 $13.5M
O'shaughnessy Asset Management, LLC 0.12% Add +10.4% 77,923 $13.4M
Corebridge Financial, Inc. 0.07% Reduce -8.6% 77,931 $13.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% — 75,817 $12.8M
Whittier Trust Co. 0.17% Add +3.9% 74,815 $12.6M
USS Investment Management Ltd 0.09% Add +0.0% 74,614 $12.6M
Woodline Partners LP 0.10% New 73,394 $12.4M
Vident Advisory, LLC 0.31% Reduce -7.0% 72,404 $12.2M
Edgemoor Investment Advisors, Inc. 1.05% Add +2.8% 70,931 $12.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.34% Add +30.8% 70,738 $12.0M
Janney Montgomery Scott LLC 0.03% Reduce -8.1% 70,384 $11.9M
LGT Group Foundation 0.19% Add +0.3% 70,418 $11.9M
Xponance LLC 0.11% Add +9.4% 70,076 $11.8M
Capital Fund Management S.A. 0.13% Reduce -63.4% 67,639 $11.4M
Squarepoint Ops LLC 0.04% Add +143.5% 67,293 $11.4M
Biondo Investment Advisors, LLC 1.56% Add +0.7% 67,141 $11.3M
Independent Advisor Alliance 0.41% Reduce -2.6% 66,793 $11.3M
Cantor Fitzgerald Investment Advisors L.P. 0.73% Reduce -0.9% 63,948 $10.8M
MML Investors Services, LLC 0.04% Add +7.1% 62,739 $10.6M
Zimmer Partners, LP 0.20% No change 62,500 $10.6M
Czech National Bank 0.11% Add +0.5% 62,431 $10.6M
Amalgamated Bank 0.09% Reduce -6.7% 62,293 $10.5M
Cetera Investment Advisers 0.02% Add +0.3% 61,652 $10.4M
Focus Partners Wealth 0.03% Add +1683.5% 61,317 $10.4M
Janus Henderson Group PLC 0.01% Reduce -1.4% 60,818 $10.3M
Huntington National Bank 0.10% Add +9.5% 60,697 $10.3M
GYL Financial Synergies, LLC 0.77% Add +0.3% 60,517 $10.2M
Mariner, LLC 0.02% Add +4.6% 60,290 $10.2M
Pensionfund PDN 4.62% No change 59,708 $10.1M
Sun Life Financial Inc. 0.56% New 59,145 $10.0M
DNB Asset Management AS 0.04% Add +6.0% 58,494 $9.9M
Wealthfront Advisers LLC 0.03% Reduce -1.3% 58,276 $9.8M
US Bancorp \de 0.01% Reduce -0.8% 58,114 $9.8M
Riverview Capital Advisers, LLC 3.02% Add +0.5% 57,979 $9.8M
M&T Bank Corp 0.03% Reduce -3.8% 56,941 $9.6M
Nixon Capital, LLC 3.38% Add +1.1% 56,872 $9.6M
Hillman Capital Management, Inc. 3.28% Reduce -8.2% 56,521 $9.6M
ProShare Advisors LLC 0.02% Reduce -8.7% 55,971 $9.5M
Edgestream Partners, L.P. 0.41% Add +301.7% 55,828 $9.4M
Cinctive Capital Management LP 0.54% New 55,346 $9.4M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -17.3% 55,047 $9.3M
Hudson Bay Capital Management LP 0.07% Add +11.1% 54,500 $9.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -12.9% 54,387 $9.2M
Utah Retirement Systems 0.10% Add +0.4% 53,507 $9.0M
Public Sector Pension Investment Board 0.05% Add +18.0% 53,411 $9.0M
Staley Capital Advisers Inc. 0.40% Reduce -7.1% 52,785 $8.9M
Yousif Capital Management, LLC 0.10% Reduce -5.2% 52,359 $8.8M
Laurion Capital Management LP 0.58% New 51,627 $8.7M
Allianz SE 0.23% No change 51,425 $8.7M
Investment Management Corp of Ontario 0.19% Reduce -3.2% 51,193 $8.7M
GSI Capital Advisors LLC 4.20% Reduce -13.4% 49,596 $8.4M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Add +223.0% 49,522 $8.4M
Everett Harris & Co. 0.10% Add +0.5% 49,025 $8.3M
Osaic Holdings, Inc. 0.02% Reduce -3.2% 48,347 $8.2M
Quantinno Capital Management LP 0.11% Add +37.8% 48,222 $8.2M
Cibc World Market Inc. 0.02% Add +10.4% 47,937 $8.1M
Cerity Partners LLC 0.02% Add +45.9% 47,364 $8.0M
Allstate Corp. 0.74% Reduce -28.8% 45,937 $7.8M
New York Life Investment Management LLC 0.08% Reduce -7.5% 45,826 $7.7M
CIBC Asset Management Inc 0.02% Add +3.4% 45,308 $7.7M
Public Employees Retirement Association of Colorado 0.03% Add +0.0% 45,134 $7.6M
Metis Global Partners, LLC 0.24% Add +14.9% 44,816 $7.6M
tru Independence LLC 2.21% Reduce -2.1% 44,735 $7.6M
TD Waterhouse Canada Inc. 0.06% Add +1130.9% 44,916 $7.6M
Alpha Omega Wealth Management LLC 1.38% Reduce -2.0% 44,400 $7.5M
Credit Agricole S A 0.04% Add +9.9% 44,017 $7.4M
Empowered Funds, LLC 0.12% Add +17.2% 43,810 $7.4M
Pathstone Holdings, LLC 0.03% Reduce -1.2% 43,706 $7.4M
Rafferty Asset Management, LLC 0.03% Reduce -3.2% 43,564 $7.4M
Winslow Asset Management Inc. 1.35% Reduce -1.9% 43,104 $7.3M
Spectrum Wealth Counsel, LLC 0.86% Add +25.1% 43,059 $7.3M
Sanctuary Advisors, LLC 0.05% Add +19.4% 39,783 $7.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -0.3% 42,608 $7.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +0.5% 41,821 $7.1M
Brown Advisory Inc. 0.01% Add +543.3% 41,583 $7.0M
Hudson Edge Investment Partners Inc. 1.30% Reduce -8.1% 41,434 $7.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.1% 40,540 $6.9M
Bank of Nova Scotia 0.01% Add +18.3% 40,166 $6.8M
Baird Financial Group, Inc. 0.01% Reduce -3.8% 40,125 $6.8M
L & S Advisors Inc 0.79% Reduce -14.9% 39,949 $6.8M
Greystone Financial Group, LLC 1.20% Add +2.3% 39,701 $6.7M
Crossmark Global Holdings, Inc. 0.12% Reduce -2.2% 39,396 $6.7M
Patton Fund Management, Inc. 1.35% New 38,630 $6.5M
Elevatus Welath Management 2.12% Add +17.9% 38,340 $6.5M
Ethic Inc. 0.16% Reduce -22.4% 41,381 $6.5M
Cresset Asset Management, LLC 0.03% Add +10.5% 38,201 $6.5M
Federated Hermes, Inc. 0.01% Add +80.8% 37,994 $6.4M
Beacon Pointe Advisors, LLC 0.07% Reduce -2.6% 37,802 $6.4M
Mutual of America Capital Management LLC 0.07% Reduce -8.2% 37,738 $6.4M
New Insight Wealth Advisors 3.29% Reduce -16.2% 36,935 $6.2M
Waters Parkerson & Co., LLC 0.31% Add +0.8% 35,755 $6.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -10.3% 35,520 $6.0M
Barometer Capital Management Inc. 1.73% Add +4.7% 35,450 $6.0M
Whittier Trust Co. of Nevada Inc. 0.15% Add +3.0% 34,597 $5.8M
Oppenheimer & Co. Inc. 0.09% Reduce -10.6% 34,492 $5.8M
Vanderbilt University 1.08% Add +20.7% 34,440 $5.8M
TTP Investments, Inc. 1.99% Add +42.0% 34,290 $5.8M
Oliver Luxxe Assets LLC 1.02% Reduce -0.2% 33,883 $5.7M
Vanguard Personalized Indexing Management, LLC 0.09% Add +11.3% 33,823 $5.7M
Westpac Banking Corp. 0.37% Add +5.0% 32,493 $5.5M
Sterling Capital Management LLC 0.07% — 32,461 $5.5M
Sheets Smith Wealth Management 0.67% Add +0.0% 32,338 $5.5M
Gotham Asset Management 0.06% Reduce -3.1% 32,312 $5.5M
Tocqueville Asset Management L.P. 0.09% Reduce -1.8% 32,025 $5.4M
Foundations Investment Advisors, LLC 0.11% New 31,479 $5.3M
Inspire Investing, LLC 0.54% Reduce -5.2% 31,391 $5.3M
Intech Investment Management LLC 0.06% Add +21.2% 31,388 $5.3M
Concentric Wealth Management, LLC 1.28% Reduce -0.3% 31,091 $5.3M
Concurrent Investment Advisors, LLC 0.15% Add +0.5% 30,887 $5.2M
Fred Alger Management, LLC 0.03% Add +4.0% 30,837 $5.2M
McGinn Penninger Investment Management, Inc. 3.46% No change 30,744 $5.2M
Brevan Howard Capital Management LP 0.26% Add +156.2% 30,423 $5.1M
Private Advisor Group, LLC 0.03% Reduce -5.4% 30,133 $5.1M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 30,100 $5.1M
Land & Buildings Investment Management, LLC 1.01% Reduce -64.3% 29,300 $5.0M
Condor Capital Management 0.44% Reduce -0.3% 28,883 $4.9M
Elo Mutual Pension Insurance Co 0.10% Reduce -9.8% 28,772 $4.9M
OMERS ADMINISTRATION Corp 0.04% Add +45.4% 28,515 $4.8M
D.A. Davidson & Co. 0.04% Reduce -1.5% 28,350 $4.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -44.5% 28,333 $4.8M
APG Asset Management N.V. 0.03% Reduce -54.4% 31,541 $4.8M
Envestnet Portfolio Solutions, Inc. 0.02% Add +4.9% 28,258 $4.8M
J. Safra Sarasin Holding AG 0.08% Reduce -2.5% 27,963 $4.7M
Nicholas Investment Partners, LP 0.47% Add +13.6% 27,148 $4.6M
Townsquare Capital LLC 0.05% Add +8.8% 27,125 $4.6M
Norinchukin Bank, The 0.11% Add +0.8% 26,626 $4.5M
Great Valley Advisor Group, Inc. 0.11% Add +5.8% 26,390 $4.5M
Fifth Third Bancorp 0.02% Reduce -4.9% 26,292 $4.4M
Oregon Public Employees Retirement Fund 0.08% Reduce -6.3% 26,205 $4.4M
Baron Capital (BAMCO) 0.01% Reduce -39.3% 26,141 $4.4M
Atria Investments, Inc 0.05% Reduce -5.2% 25,911 $4.4M
Gulf International Bank (UK) Ltd 0.11% Reduce -3.9% 25,873 $4.4M
Aviva PLC 0.01% Reduce -35.2% 25,110 $4.2M
Vinva Investment Management Ltd 0.18% Add +99.9% 25,286 $4.2M
Fiduciary Group, LLC 0.42% Reduce -2.4% 24,714 $4.2M
Pensionfund Sabic 1.30% Reduce -16.9% 24,606 $4.2M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -10.3% 23,287 $3.9M
Truvestments Capital LLC 1.04% Add +1.0% 22,958 $3.9M
Soltis Investment Advisors LLC 0.38% Add +1.1% 22,931 $3.9M
Captrust Financial Advisors 0.01% Reduce -2.1% 22,743 $3.8M
Pacer Advisors, Inc. 0.01% Reduce -2.2% 22,729 $3.8M
Cornerstone Wealth Group, LLC 0.32% Add +1.9% 22,665 $3.8M
Liberty Mutual Group Asset Management Inc. 0.58% Reduce -16.4% 22,596 $3.8M
GeoWealth Management, LLC 0.13% Reduce -0.5% 22,456 $3.8M
Advisory Services Network, LLC 0.08% No change 24,676 $3.7M
Grassi Investment Management 0.32% Reduce -0.2% 22,134 $3.7M
Donoghue Forlines LLC 1.06% Add +132.5% 22,097 $3.7M
SAM Advisors, LLC 1.36% Reduce -1.8% 21,969 $3.7M
Y-Intercept (Hong Kong) Ltd 0.23% New 21,962 $3.7M
DoubleLine ETF Adviser LP 0.90% New 21,895 $3.7M
Waterloo Capital, L.P. 0.40% Add +0.8% 21,888 $3.7M
Naviter Wealth, LLC 0.51% Reduce -7.9% 21,854 $3.7M
Yarbrough Capital, LLC 0.15% No change 21,500 $3.6M
Renaissance Technologies 0.01% Add +795.8% 21,500 $3.6M
Kentucky Retirement Systems 0.11% Reduce -13.1% 21,351 $3.6M
Brookstone Capital Management 0.05% Add +8.6% 21,170 $3.6M
New Potomac Partners, LLC 1.83% Reduce -12.4% 21,128 $3.6M
Integrated Advisors Network LLC 0.17% Add +1.5% 20,967 $3.5M
Stevens Capital Management LP 0.50% Add +590.3% 20,750 $3.5M
Summit Global Investments 0.22% Add +5.1% 20,678 $3.5M
Commerce Bank 0.02% Reduce -2.1% 20,597 $3.5M
Peapack Gladstone Financial Corp. 0.05% Reduce -2.7% 20,238 $3.4M
Blair William & Co. 0.01% Add +9.1% 19,986 $3.4M
Truist Financial Corp. 0.01% Reduce -52.5% 19,876 $3.4M
Mizuho Securities USA LLC 0.07% Reduce -20.9% 19,873 $3.4M
Tower Research Capital LLC (TRC) 0.09% Add +45.8% 19,654 $3.3M
Lodestone Wealth Management LLC 1.66% Reduce -0.6% 19,603 $3.3M
Tidal Investments LLC 0.04% Reduce -13.7% 19,596 $3.3M
Strategic Global Advisors, LLC 0.65% Reduce -1.1% 19,499 $3.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.35% Reduce -0.8% 19,381 $3.3M
Atria Wealth Solutions, Inc. 0.04% Add +7.7% 19,331 $3.3M
Hartford Investment Management Co. 0.11% Reduce -7.6% 19,309 $3.3M
Maryland State Retirement & Pension System 0.07% Reduce -26.8% 18,485 $3.1M
Ontario Teachers Pension Plan Board 0.03% Reduce -61.4% 18,278 $3.1M
Advisors Asset Management, Inc. 0.06% Add +8.4% 17,874 $3.0M
Prospera Financial Services Inc 0.08% Add +61.8% 17,858 $3.0M
Oppenheimer Asset Management Inc. 0.04% Reduce -3.5% 17,794 $3.0M
Rakuten Investment Management, Inc. 0.02% Add +27.7% 17,722 $3.0M
Spirit of America Management Corp. 0.59% No change 17,500 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -49.0% 17,367 $2.9M
Louisiana State Employees Retirement System 0.05% Reduce -6.0% 17,300 $2.9M
Sheaff Brock Investment Advisors, LLC 0.26% Add +3.2% 17,296 $2.9M
Securian Asset Management, Inc. 0.08% Reduce -9.6% 16,949 $2.9M
Plato Investment Management Ltd 0.23% Add +19.5% 16,956 $2.9M
Venture Visionary Partners LLC 0.13% Add +16.1% 16,865 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -5.5% 16,809 $2.8M
Redmond Asset Management, LLC 0.89% Add +0.5% 16,746 $2.8M
Ieq Capital, LLC 0.03% Add +15.4% 16,584 $2.8M
Aster Capital Management (DIFC) Ltd 0.61% — 16,575 $2.8M
New Mexico Educational Retirement Board 0.09% Reduce -3.0% 15,895 $2.7M
Boothbay Fund Management, LLC 0.09% Reduce -32.5% 15,875 $2.7M
Caprock Group, LLC 0.10% Add +207.8% 15,665 $2.6M
Algert Global LLC 0.07% Add +456.9% 15,621 $2.6M
Lido Advisors, LLC 0.02% Add +20.7% 15,531 $2.6M
Alberta Investment Management Corp 0.02% New 15,500 $2.6M
United Capital Financial Advisors, LLC 0.02% Reduce -3.3% 15,319 $2.6M
Financial Management Network Inc. 0.54% Reduce -8.5% 15,080 $2.6M
Adell Harriman & Carpenter Inc. 0.18% Reduce -10.2% 14,950 $2.5M
Legacy Wealth Asset Management, LLC 0.64% Add +1.4% 14,213 $2.4M
Cascade Investment Group, Inc. 1.74% No change 14,071 $2.4M
Diligent Investors, LLC 0.54% Add +0.2% 13,762 $2.3M
HUB Investment Partners, LLC 0.10% Add +4.1% 13,731 $2.3M
Clough Capital Partners L P 0.24% No change 13,600 $2.3M
Equitable Holdings, Inc. 0.02% Add +4.8% 13,546 $2.3M
NewEdge Advisors, LLC 0.01% Add +0.5% 13,465 $2.3M
CCM Investment Advisers LLC 0.25% No change 13,440 $2.3M
Moran Wealth Management, LLC 0.07% Add +0.1% 13,407 $2.3M
Jefferies Financial Group Inc. 0.04% Add +86.3% 13,297 $2.2M
Cunning Capital Partners, LP 1.17% No change 13,265 $2.2M
Jump Financial, LLC 0.05% Add +326.8% 13,244 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.8% 13,224 $2.2M
Erste Asset Management GmbH 0.03% Add +10.0% 13,200 $2.2M
Federation des caisses Desjardins du Quebec 0.01% Add +18.9% 13,079 $2.2M
Avantax Advisory Services, Inc. 0.01% Reduce -4.7% 13,018 $2.2M
Ossiam 0.04% Add +1.0% 12,918 $2.2M
Carret Asset Management, LLC 0.24% Reduce -0.5% 12,883 $2.2M
Tower Bridge Advisors 0.23% Reduce -1.5% 12,825 $2.2M
Jaffetilchin Investment Partners, LLC 0.16% Reduce -0.7% 12,762 $2.2M
E. Ohman J:or Asset Management AB 0.05% Reduce -6.6% 12,700 $2.1M
Del-Sette Capital Management, LLC 1.66% Add +1.8% 12,583 $2.1M
NEOS Investment Management LLC 0.06% Add +24.1% 12,564 $2.1M
Inspire Trust Co, N.A. 0.58% Add +8.7% 12,500 $2.1M
Jones Financial Companies LLLP 0.00% Add +148.3% 12,569 $2.1M
Hamilton Capital Partners Inc. 0.18% Add +327.6% 12,370 $2.1M
Park Avenue Securities LLC 0.02% Reduce -11.3% 12,349 $2.1M
Wellington Shields Capital Management, LLC 0.36% Add +14.5% 12,225 $2.1M
First Trust Direct Indexing L.P. 0.11% Add +1.5% 12,099 $2.0M
Black Swift Group, LLC 0.45% Reduce -11.0% 12,035 $2.0M
Arbor Capital Management Inc. 1.91% Reduce -5.5% 11,992 $2.0M
Verition Fund Management LLC 0.02% Add +94.9% 11,864 $2.0M
Signet Financial Management, LLC 0.25% Add +0.7% 11,834 $2.0M
Convergence Investment Partners, LLC 0.54% Add +3.1% 11,759 $2.0M
Agf Management Ltd. 0.01% Add +4.0% 11,740 $2.0M
First Citizens Bank & Trust Co. 0.04% Add +0.0% 11,627 $2.0M
Slagle Financial, LLC 0.87% Add +10.9% 11,622 $2.0M
Affinity Investment Advisors, LLC 1.35% Reduce -0.5% 11,608 $2.0M
Fortem Financial Group, LLC 0.79% Reduce -46.1% 11,559 $2.0M
Howland Capital Management LLC 0.08% Reduce -2.5% 11,511 $1.9M
Praxis Investment Management Inc. 0.12% No change 11,429 $1.9M
Red Cedar Investment Management, LLC 0.24% Add +153.2% 17,591 $1.9M
Presima Securities ULC 0.42% Reduce -56.9% 11,302 $1.9M
Holocene Advisors, LP 0.01% New 11,255 $1.9M
Cascade Investment Advisors, Inc. 1.21% Reduce -1.3% 11,253 $1.9M
Premier Path Wealth Partners, LLC 0.30% Add +1.3% 11,177 $1.9M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.21% Reduce -2.2% 11,131 $1.9M
Integrated Wealth Concepts LLC 0.02% Add +35.7% 10,913 $1.8M
Jamison Private Wealth Management, Inc. 0.28% Add +28.9% 10,899 $1.8M
iA Global Asset Management Inc. 0.03% Add +5.7% 10,860 $1.8M
Cullen Capital Management, LLC 0.02% Add +22.5% 10,700 $1.8M
KG Capital Management 0.58% Reduce -9.8% 11,081 $1.8M
Perpetual Ltd 0.02% Reduce -25.1% 10,610 $1.8M
Diversified Trust Co. 0.04% Add +48.2% 10,479 $1.8M
Choreo, LLC 0.03% Add +15.9% 10,350 $1.8M
Chilton Capital Management LLC 0.07% Reduce -31.8% 10,361 $1.8M
Granger Management LLC 0.34% Reduce -0.0% 10,203 $1.7M
Meeder Advisory Services, Inc. 0.11% Reduce -1.4% 10,178 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +13.3% 10,139 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +13.3% 10,139 $1.7M
Pine Valley Investments Ltd Liability Co 0.12% Reduce -0.9% 10,085 $1.7M
Alpine Woods Capital Investors, LLC 0.30% Reduce -5.1% 9,387 $1.7M
Mystic Asset Management, Inc. 0.64% Add +0.6% 9,980 $1.7M
Jeppson Wealth Management, LLC 0.60% Reduce -0.1% 9,930 $1.7M
Promethium Advisors,llc 1.18% — 9,912 $1.7M
BCGM Wealth Management, LLC 0.54% Add +0.5% 9,877 $1.7M
Ritholtz Wealth Management 0.05% Add +12.9% 9,851 $1.7M
Pitcairn Co. 0.10% Add +2.9% 9,840 $1.7M
Greenleaf Trust 0.01% Add +1.2% 9,736 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -6.4% 9,713 $1.6M
Penserra Capital Management LLC 0.04% Add +17.2% 9,646 $1.6M
Catalyst Funds Management Pty Ltd 0.36% Add +1500.0% 9,600 $1.6M
AIA Group Ltd 0.04% Reduce -30.0% 9,600 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +4.8% 9,594 $1.6M
Radnor Capital Management, LLC 0.24% New 9,479 $1.6M
Valeo Financial Advisors, LLC 0.05% Add +1.4% 9,444 $1.6M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 9,409 $1.6M
B. Metzler seel. Sohn & Co. AG 0.02% Add +20.7% 9,409 $1.6M
Cwm, LLC 0.01% Add +3.3% 9,382 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +126.2% 9,279 $1.6M
Western Financial Corp 0.89% Add +27.3% 9,245 $1.6M
Composition Wealth, LLC 0.04% Reduce -4.9% 9,155 $1.5M
One Capital Management, LLC 0.05% Add +0.9% 9,079 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -13.7% 9,074 $1.5M
Norden Group LLC 0.18% Add +363.8% 9,031 $1.5M
CWA Asset Management Group, LLC 0.08% — 8,892 $1.5M
Assetmark, Inc. 0.00% Add +3.8% 8,769 $1.5M
Prudential PLC 0.01% Add +45.2% 8,743 $1.5M
Clarius Group, LLC 0.10% Reduce -0.8% 8,677 $1.5M
Personal Cfo Solutions, LLC 0.20% Add +2.0% 8,656 $1.5M
Castle Rock Wealth Management, LLC 0.35% Add +1.1% 8,657 $1.5M
Profund Advisors LLC 0.05% Add +63.2% 8,438 $1.4M
NewEdge Wealth, LLC 0.03% Add +5.0% 8,327 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -2.4% 8,321 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Add +29.5% 8,219 $1.4M
Swiss Life Asset Management Ltd 0.02% Reduce -22.4% 8,218 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +4.4% 6,922 $1.4M
Renaissance Group LLC 0.06% Reduce -3.0% 8,144 $1.4M
Palogic Value Management, L.P. 0.56% Add +1.2% 8,133 $1.4M
FNY Investment Advisers, LLC 0.67% Add +1925.0% 8,100 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Reduce -80.9% 8,098 $1.4M
Mark Asset Management LP 0.17% No change 8,095 $1.4M
Versor Investments LP 0.22% Add +39.7% 8,090 $1.4M
AlphaStar Capital Management, LLC 0.11% Add +26.1% 7,954 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -1.6% 7,895 $1.3M
Frank, Rimerman Advisors LLC 0.09% Add +0.5% 7,824 $1.3M
AXS Investments LLC 0.35% Reduce -2.3% 7,803 $1.3M
Qtron Investments LLC 0.18% No change 7,798 $1.3M
Pacific Global Investment Management Co. 0.24% Reduce -0.2% 7,757 $1.3M
Paradigm Asset Management Co. LLC 0.34% No change 7,735 $1.3M
SteelPeak Wealth, LLC 0.06% Add +1.5% 7,707 $1.3M
Assenagon Asset Management S.A. 0.00% Add +8.6% 7,650 $1.3M
Bedel Financial Consulting, Inc. 0.18% Reduce -1.1% 7,618 $1.3M
Kintegral Advisory, LLC 0.12% Reduce -1.3% 7,595 $1.3M
CreativeOne Wealth, LLC 0.04% Add +128.0% 7,555 $1.3M
Gabelli Funds LLC 0.01% No change 7,500 $1.3M
Bramshill Investments, LLC 0.14% Reduce -8.4% 7,473 $1.3M
Illinois Municipal Retirement Fund 0.02% No change 7,454 $1.3M
Group One Trading LLC 0.05% Reduce -60.2% 7,329 $1.2M
TrueWealth Advisors, LLC 0.41% No change 7,260 $1.2M
Chesapeake Asset Management LLC 1.06% Add +0.1% 7,205 $1.2M
Yelin Lapidot Holdings Management Ltd. 0.20% No change 7,150 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -1.4% 7,069 $1.2M
B. Riley Wealth Advisors, Inc. 0.03% Add +0.7% 7,069 $1.2M
Gifford Fong Associates 0.30% No change 7,000 $1.2M
Raymond James Trust N.A. 0.03% Add +1.6% 6,996 $1.2M
Centiva Capital, LP 0.05% Reduce -23.6% 6,957 $1.2M
Lake Street Advisors Group, LLC 0.05% Reduce -64.2% 6,927 $1.2M
Carmel Capital Partners, LLC 0.45% Add +0.8% 6,899 $1.2M
Oddo BHF Asset Management Sas 0.06% — 6,766 $1.1M
Apollon Wealth Management, LLC 0.03% Add +9.8% 6,701 $1.1M
&partners 0.02% Add +395.7% 6,672 $1.1M
Knollwood Investment Advisory, LLC 0.12% No change 6,650 $1.1M
Perigon Wealth Management, LLC 0.03% Reduce -5.2% 6,637 $1.1M
Shell Asset Management Co. 0.05% — 6,592 $1.1M
GMO 0.00% New 6,551 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +3.0% 6,509 $1.1M
Wedmont Private Capital 0.06% Add +5.9% 6,511 $1.1M
Retirement Planning Co of New England, Inc. 0.54% Reduce -1.7% 6,368 $1.1M
Gsa Capital Partners LLP 0.08% Reduce -63.4% 6,357 $1.1M
Investors Research Corp 0.23% Reduce -46.3% 6,331 $1.1M
CFM Wealth Partners LLC 0.19% Add +39.9% 6,301 $1.1M
GC Wealth Management RIA, LLC 0.18% Add +15.4% 6,210 $1.0M
Groupama Asset Managment 0.03% Add +0.9% 7,721 $1.0M
Harbor Capital Advisors, Inc. 0.05% Add +0.5% 6,189 $1.0M
Bleakley Financial Group, LLC 0.03% Add +1.1% 6,175 $1.0M
Solidarity Wealth, LLC 0.28% No change 6,170 $1.0M
Marino, Stram & Associates LLC 0.23% No change 6,170 $1.0M
Harvest Fund Management Co., Ltd 0.06% Reduce -1.9% 6,158 $1.0M
Coldstream Capital Management Inc. 0.02% Add +5.5% 6,114 $1.0M
Caxton Associates LP 0.05% New 6,128 $1.0M
MSH Capital Advisors LLC 0.32% No change 6,114 $1.0M
Syon Capital LLC 0.09% Reduce -0.6% 6,097 $1.0M
Keybank National Association 0.00% Add +0.1% 6,090 $1.0M
Sigma Planning Corp 0.03% Reduce -5.0% 6,062 $1.0M
Stamos Capital Partners, L.P. 0.24% Reduce -40.9% 5,960 $1.0M
MIdWestOne Financial Group, Inc. 0.14% Add +5.8% 5,866 $991K
Aspiriant, LLC 0.04% Add +1.8% 5,851 $989K
Inceptionr LLC 0.24% Add +318.3% 5,823 $984K
Regal Investment Advisors LLC 0.07% Reduce -0.4% 5,820 $984K
Adams Asset Advisors, LLC 0.13% No change 5,789 $978K
Engineers Gate Manager LP 0.02% New 5,729 $968K
Compound Planning, Inc. 0.06% Add +15.1% 5,729 $968K
Wellington Shields & Co., LLC 0.29% No change 5,700 $963K
Ellevest, Inc. 0.05% Reduce -4.2% 5,689 $962K
Applied Finance Capital Management, LLC 0.04% Add +9.9% 5,684 $961K
Quantum Portfolio Management LLC 0.52% Add +4.5% 5,665 $957K
Harvest Portfolios Group Inc. 0.03% Add +139.5% 5,592 $945K
Checchi Capital Advisers, LLC 0.07% Reduce -1.0% 5,575 $942K
Signaturefd, LLC 0.02% Add +9.8% 5,471 $925K
ClearAlpha Technologies LP 0.39% Add +10.6% 5,458 $923K
Gilman Hill Asset Management, LLC 0.15% Add +8.5% 5,451 $921K
Autumn Glory Partners, LLC 0.35% Add +100.0% 5,420 $916K
Morningstar Investment Management LLC 0.09% Add +110.0% 5,335 $916K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,279 $915K
Ausdal Financial Partners, Inc. 0.10% Reduce -5.3% 5,412 $915K
Kestra Advisory Services, LLC 0.01% Reduce -75.8% 5,385 $910K
Infrastructure Capital Advisors, LLC 0.15% Add +36.2% 5,383 $910K
Two Sigma Advisers, LP 0.00% Reduce -48.5% 5,300 $896K
International Assets Investment Management, LLC 0.07% Add +28.8% 6,091 $892K
IHT Wealth Management, LLC 0.03% Add +29.6% 5,270 $891K
Bluefin Capital Management, LLC 0.96% New 5,200 $879K
Evergreen Capital Management LLC 0.03% Add +148.5% 5,153 $871K
Genesee Capital Advisors, LLC 0.42% Reduce -5.8% 5,140 $869K
Hilltop Holdings Inc. 0.06% Add +113.8% 5,135 $868K
HB Wealth Management, LLC 0.01% Add +11.1% 5,133 $868K
TBH Global Asset Management, LLC 0.19% Add +0.1% 5,102 $862K
Parallel Advisors, LLC 0.02% Add +5.1% 5,054 $854K
Sound View Wealth Advisors Group, LLC 0.07% Add +2.7% 5,010 $847K
American Assets Inc. 0.28% No change 5,000 $845K
Monument Capital Management 0.23% Reduce -4.5% 4,986 $843K
GTS Securities LLC 0.02% New 4,980 $842K
Emergent Wealth Advisors, LLC 0.62% Add +3.2% 4,976 $841K
Vestmark Advisory Solutions, Inc. 0.03% Add +1.5% 4,945 $836K
Wilmington Savings Fund Society, FSB 0.01% New 4,932 $834K
Benjamin Edwards Inc. 0.01% Add +389.7% 4,897 $828K
Impact Partnership Wealth, LLC 0.19% Reduce -0.0% 4,882 $825K
Highline Wealth Partners LLC 0.28% Add +0.1% 4,865 $822K
SG Americas Securities, LLC 0.00% Reduce -92.0% 4,831 $817K
Greenland Capital Management LP 0.15% Reduce -29.3% 4,830 $816K
Invst, LLC 0.10% Reduce -2.8% 4,824 $815K
Monetary Management Group Inc. 0.21% No change 4,775 $807K
Man Group plc 0.00% New 4,754 $804K
Ballentine Partners, LLC 0.01% Add +1.6% 4,702 $795K
GAMMA Investing LLC 0.08% Add +23.3% 4,701 $795K
Argent Financial Group, Inc. 0.09% — 4,602 $778K
NorthRock Partners, LLC 0.03% Add +2.3% 4,577 $774K
Sumitomo Life Insurance Co. 0.02% Reduce -0.8% 4,560 $771K
Pekin Hardy Strauss, Inc. 0.10% No change 4,515 $763K
Mediolanum International Funds Ltd 0.01% New 4,531 $759K
Sequoia Financial Advisors, LLC 0.01% Reduce -28.2% 4,458 $753K
Summit Trail Advisors, LLC 0.02% Add +19.3% 4,442 $751K
Savant Capital, LLC 0.01% Add +30.5% 4,375 $739K
Abn Amro Investment Solutions 0.01% No change 4,361 $737K
Wedbush Securities Inc. 0.03% Reduce -39.1% 4,352 $736K
Alta Wealth Advisors LLC 0.33% Add +4.8% 4,304 $727K
Prestige Wealth Management Group LLC 0.15% Add +23444.4% 4,238 $716K
Future Financial Wealth Managment LLC 0.51% Reduce -32.1% 4,222 $714K
CIBC Private Wealth Group LLC 0.00% Reduce -6.9% 4,204 $710K
Gallagher Fiduciary Advisors, LLC 0.14% Reduce -12.0% 4,202 $710K
Horizon Investments, LLC 0.02% Reduce -12.4% 4,194 $709K
Portside Wealth Group, LLC 0.12% Add +19.3% 4,153 $702K
Inspire Advisors, LLC 0.08% Add +1.6% 4,118 $696K
Trust Co. of Vermont 0.03% Add +2.9% 4,080 $690K
Belpointe Asset Management LLC 0.04% Reduce -0.2% 4,069 $688K
Nabity-Jensen Investment Management Inc 0.53% Reduce -0.2% 4,065 $687K
Murphy Pohlad Asset Management LLC 0.28% Reduce -11.0% 4,036 $682K
Bokf, NA 0.01% Add +6.3% 4,045 $681K
Capital Management Associates 0.75% New 4,000 $676K
Sunbelt Securities, Inc. 0.07% Add +8.2% 3,978 $672K
Principal Securities, Inc. 0.02% Add +30.3% 3,974 $672K
Schechter Investment Advisors, LLC 0.05% Add +0.8% 3,929 $664K
First Hawaiian Bank 0.02% Reduce -12.9% 3,922 $663K
American Trust Investment Advisors, LLC 0.27% Add +178.4% 3,897 $659K
Blue Trust, Inc. 0.01% Add +213.4% 4,338 $659K
Unigestion Holding SA 0.03% New 3,875 $655K
Beacon Investment Advisors LLC 0.31% Add +0.5% 3,833 $648K
SkyView Investment Advisors, LLC 0.11% Add +4.3% 3,803 $643K
Commerzbank Aktiengesellschaft 0.02% Reduce -57.0% 3,776 $639K
Tritonpoint Wealth, LLC 0.06% Add +2.1% 3,802 $638K
Forte Capital LLC 0.07% New 3,727 $630K
RS Crum Inc. 0.15% Reduce -0.0% 3,723 $629K
PFG Investments, LLC 0.04% Add +9.8% 3,676 $621K
Tobias Financial Advisors, Inc. 0.12% Add +2.7% 3,660 $619K
Marshall Wace, LLP 0.00% New 3,652 $617K
Ghe, LLC 0.23% No change 3,633 $614K
First Dallas Securities Inc. 0.25% No change 3,600 $608K
Oak Grove Capital LLC 0.13% Reduce -12.2% 3,600 $608K
Dorsey & Whitney Trust CO LLC 0.03% Add +3.0% 3,599 $608K
IFP Advisors, Inc 0.02% Add +20.4% 3,576 $605K
Fifth Third Wealth Advisors LLC 0.04% Add +3.5% 3,554 $601K
Diametric Capital, LP 0.30% New 3,540 $598K
World Investment Advisors 0.02% Add +17.3% 3,534 $597K
Siemens Fonds Invest GmbH 0.05% Reduce -0.6% 3,528 $596K
Rothschild Investment LLC 0.04% Reduce -0.1% 3,522 $595K
Mgo One Seven LLC 0.03% Reduce -7.3% 3,520 $595K
Larson Financial Group LLC 0.03% Add +12.2% 3,503 $592K
Mather Group, Llc. 0.01% Add +14.1% 3,460 $585K
Element Wealth, LLC 0.31% Reduce -2.0% 3,451 $583K
Gables Capital Management Inc. 0.29% No change 3,440 $581K
Dark Forest Capital Management LP 0.07% Add +25.1% 3,416 $577K
Joel Isaacson & Co., LLC 0.03% Reduce -1.7% 3,396 $574K
Schulhoff & Co. Inc. 0.24% No change 3,366 $569K
Stephens Inc. 0.01% Add +0.8% 3,353 $567K
Cigna Investments Inc. 0.10% Reduce -2.6% 3,348 $566K
Accuvest Global Advisors 0.48% New 2,245 $564K
Everhart Financial Group, Inc. 0.12% Add +16.9% 3,329 $563K
Arete Wealth Advisors, LLC 0.05% New 3,332 $562K
HighPoint Advisor Group LLC 0.03% Add +1.1% 3,336 $559K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.7% 3,304 $558K
Graypoint LLC 0.04% Add +9.6% 3,303 $558K
Supplemental Annuity Collective Trust of NJ 0.16% No change 3,300 $558K
Sage Mountain Advisors LLC 0.05% Reduce -17.3% 3,247 $549K
Alpha Cubed Investments, LLC 0.02% Reduce -17.7% 3,246 $549K
Independent Financial Group, LLC 0.02% Add +0.5% 3,230 $546K
Strategic Advocates LLC 0.20% Add +15.4% 3,227 $545K
Fourpath Capital Management, LLC 0.10% No change 3,225 $545K
Eisler Capital (UK) Ltd. 0.13% New 3,207 $542K
American Investment Services, Inc. 0.09% No change 3,203 $541K
Rossmore Private Capital 0.07% Add +23.1% 3,200 $541K
CW Advisors, LLC 0.01% Reduce -13.6% 3,176 $537K
Kestra Private Wealth Services, LLC 0.01% Reduce -30.1% 3,135 $530K
Foster & Motley Inc. 0.03% No change 3,128 $529K
Ostrum Asset Management 0.04% Add +1.2% 3,111 $526K
United Advisor Group, LLC 0.12% Add +1.1% 3,105 $525K
Cohen Klingenstein LLC 0.02% No change 3,100 $524K
Quadrant Capital Group LLC 0.04% Reduce -1.3% 3,097 $523K
InTrack Investment Management Inc 0.37% Reduce -0.7% 3,068 $519K
Diversify Wealth Management, LLC 0.05% Add +3.0% 2,961 $515K
ORG Partners LLC 0.08% Add +1.3% 3,012 $510K
Lederer & Associates Investment Counsel 0.36% No change 3,007 $508K
Merrion Investment Management Co, LLC 0.33% No change 3,000 $507K
Westover Capital Advisors, LLC 0.10% No change 3,000 $507K
Roble, Belko & Company, Inc 0.08% No change 3,000 $507K
White Pine Capital LLC 0.17% Reduce -6.4% 2,999 $507K
Capital Investment Advisors, LLC 0.01% Add +19.2% 2,995 $506K
Optimum Investment Advisors 0.22% No change 2,979 $504K
First National Bank Sioux Falls 0.23% No change 2,965 $501K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Add +433.2% 2,954 $499K
Jackson Square Capital, LLC 0.12% No change 2,952 $499K
Walleye Capital LLC 0.01% Reduce -20.9% 2,931 $495K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.2% 2,921 $494K
Oxford Financial Group, LTD. LLC 0.03% Add +27.7% 2,917 $493K
Summit Financial, LLC 0.02% Add +10.4% 2,911 $492K
Sage Investment Advisers LLC 0.51% Add +0.1% 2,907 $491K
First Foundation Advisors 0.02% Reduce -46.0% 2,902 $490K
WASHINGTON TRUST Co 0.02% Reduce -5.8% 2,899 $490K
Mfa Wealth Advisors, LLC 0.11% Add +7.3% 2,898 $490K
Unique Wealth Strategies, LLC 0.21% Add +10611.1% 2,892 $489K
Lazari Capital Management, Inc. 0.21% Reduce -3.2% 2,882 $487K
Mutual Advisors, LLC 0.01% Reduce -4.2% 2,794 $484K
Market Street Wealth Management Advisors LLC 0.08% Add +0.2% 2,848 $481K
Mogy Joel R Investment Counsel Inc. 0.03% No change 2,825 $477K
Farther Finance Advisors, LLC 0.02% Add +46.5% 2,781 $470K
Lantern Wealth Advisors, LLC 0.33% Reduce -3.5% 2,775 $469K
Strategic Financial Concepts, LLC 0.15% Reduce -99.3% 2,751 $465K
Certuity, LLC 0.05% New 2,721 $460K
Washington Trust Bank 0.04% Reduce -2.3% 2,709 $458K
O'ROURKE & COMPANY, Inc 0.23% Add +0.3% 2,707 $457K
Opinicus Capital, Inc. 0.37% Reduce -5.3% 2,698 $456K
BDF-Gestion 0.05% No change 38,538 $452K
JDM Financial Group LLC 0.24% Reduce -28.2% 2,666 $451K
Edmp, Inc. 0.37% Reduce -1.5% 2,656 $449K
Schnieders Capital Management LLC 0.09% Add +6.3% 2,656 $449K
MAI Capital Management 0.00% Reduce -60.1% 2,648 $448K
Avestar Capital, LLC 0.05% Add +2.8% 2,648 $448K
Bradley Foster & Sargent Inc. 0.01% No change 2,638 $446K
Synovus Financial Corp. 0.01% Add +50.7% 2,607 $440K
Glass Jacobson Investment Advisors llc 0.15% Reduce -2.8% 2,602 $440K
Insigneo Advisory Services, LLC 0.04% Add +50.8% 2,593 $438K
Optiver Holding B.V. 0.01% New 2,583 $437K
New England Research & Management, Inc. 0.20% Reduce -62.0% 2,580 $436K
Lanark Financial, Inc. 0.04% Reduce -3.7% 2,584 $436K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -5.0% 2,575 $435K
Octavia Wealth Advisors, LLC 0.05% Add +0.7% 2,573 $435K
Intrua Financial, LLC 0.07% Reduce -12.4% 2,562 $433K
Stratos Wealth Advisors, LLC 0.02% Add +1.1% 2,551 $431K
LMR Partners LLP 0.01% New 2,544 $430K
Chiron Investment Management, LLC 0.15% New 2,528 $427K
Welch Group, LLC 0.02% No change 2,515 $425K
Embree Financial Group 0.08% Add +1.2% 2,515 $425K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.1% 2,511 $424K
All Season Financial Advisors, Inc. 0.36% New 2,508 $424K
Financial Sense Advisors, Inc. 0.12% No change 2,500 $423K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 2,500 $423K
Legacy Financial Advisors, Inc. 0.07% Add +1.0% 2,485 $420K
Hutchens & Kramer Investment Management Group, LLC 0.23% Add +4.0% 2,473 $419K
Nilsine Partners, LLC 0.05% Add +6.2% 2,470 $417K
Silverleafe Capital Partners, LLC 0.14% No change 2,400 $406K
Proficio Capital Partners LLC 0.04% Reduce -19.6% 2,388 $404K
LRI Investments, LLC 0.04% No change 2,252 $402K
Journey Strategic Wealth LLC 0.01% Add +8.4% 2,338 $395K
Titleist Asset Management, LLC 0.06% Reduce -6.9% 2,332 $394K
Brown, Lisle/Cummings, Inc. 0.12% Reduce -3.2% 2,328 $393K
Lindbrook Capital, LLC 0.03% Add +34.9% 2,328 $393K
UMB Bank, n.a. 0.01% Add +7.1% 2,325 $393K
Manchester Capital Management LLC 0.05% Add +1.5% 2,319 $392K
Conning Inc. 0.01% Reduce -15.2% 2,315 $391K
Freedom Investment Management, Inc. 0.03% Reduce -1.8% 2,286 $386K
Ascent Group, LLC 0.03% Add +17.1% 2,282 $386K
Parallax Volatility Advisers, L.P. 0.01% New 2,264 $383K
Affinity Wealth Management LLC 0.07% Add +4.2% 2,261 $382K
Fidelis Capital Partners, LLC 0.05% Reduce -0.8% 2,191 $381K
Meridian Wealth Management, LLC 0.02% New 2,259 $378K
Blueshift Asset Management, LLC 0.09% New 2,222 $376K
Intrust Bank NA 0.04% Reduce -1.8% 2,219 $375K
Bard Financial Services, Inc. 0.04% Reduce -10.2% 2,210 $374K
Geller Advisors LLC 0.03% Reduce -44.0% 2,208 $373K
Novare Capital Management LLC 0.03% No change 2,200 $372K
Redhawk Wealth Advisors, Inc. 0.05% No change 2,195 $371K
Walter & Keenan Wealth Management LLC /in/ 0.11% Add +0.1% 2,181 $369K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +21.0% 2,181 $369K
Rehmann Capital Advisory Group 0.02% Reduce -0.5% 2,165 $366K
Brooklyn Investment Group 0.12% Add +1.1% 2,155 $364K
LJI Wealth Management, LLC 0.07% No change 2,151 $364K
Resonant Capital Advisors, LLC 0.03% Add +4.0% 2,143 $362K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.2% 2,143 $362K
Lafayette Investments, Inc. 0.08% No change 2,125 $359K
Harbor Investment Advisory, LLC 0.04% No change 2,118 $358K
V-Square Quantitative Management LLC 0.05% Add +46.0% 2,109 $356K
Howard Capital Management, LLC 0.01% New 2,109 $356K
Private Trust Co. NA 0.04% Reduce -2.0% 2,104 $356K
Crestline Management, L.P. 0.02% New 2,100 $355K
Kaizen Financial Strategies 0.21% Reduce -16.4% 2,097 $354K
Kathmere Capital Management, LLC 0.03% Add +16.8% 2,062 $349K
Cetera Trust Company, N.A 0.21% Reduce -1.2% 2,050 $346K
Rockland Trust Co. 0.02% No change 2,050 $346K
Gateway Investment Advisers LLC 0.00% Reduce -5.2% 2,049 $346K
Smartleaf Asset Management LLC 0.04% Add +99.8% 2,042 $342K
Manchester Financial Inc. 0.07% No change 2,021 $342K
Elevation Wealth Partners, LLC 0.15% No change 2,019 $341K
DAVENPORT & Co LLC 0.00% New 2,005 $339K
WealthTrust Axiom LLC 0.10% New 2,000 $338K
Atlas Private Wealth Advisors 0.05% No change 2,000 $338K
Catalina Capital Group, LLC 0.11% Add +10.0% 1,986 $336K
Alps Advisors Inc. 0.00% Add +14.3% 1,982 $335K
MBB Public Markets I LLC 0.03% Reduce -91.2% 1,980 $335K
1620 Investment Advisors, Inc. 0.25% Add +0.1% 1,967 $332K
Prudent Man Advisors, LLC 0.11% No change 1,966 $332K
Good Life Advisors, LLC 0.02% Reduce -5.6% 1,953 $330K
William Allan Corp 0.20% Add +14.4% 1,928 $326K
Financial Counselors Inc. 0.00% Reduce -20.9% 1,922 $325K
EverSource Wealth Advisors, LLC 0.02% Add +2.1% 1,922 $325K
Platform Technology Partners 0.10% No change 1,920 $325K
Johnson Investment Counsel Inc. 0.00% Reduce -35.9% 1,916 $324K
Great Lakes Advisors, LLC 0.00% Reduce -17.5% 1,914 $324K
Piedmont Capital Management, LLC 0.19% Reduce -35.7% 1,846 $322K
CSS LLC 0.06% New 1,900 $321K
Indie Asset Partners, LLC 0.24% Add +0.4% 1,899 $321K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,889 $319K
Pinnacle Associates Ltd. 0.01% Reduce -26.3% 2,198 $314K
Magnolia Capital Advisors LLC 0.16% New 1,853 $313K
EP Wealth Advisors, LLC 0.00% Add +28.7% 1,851 $313K
Vontobel Holding Ltd. 0.00% New 1,836 $310K
Augustine Asset Management Inc. 0.11% Reduce -2.1% 1,820 $308K
Regent Peak Wealth Advisors LLC 0.07% Reduce -1.1% 1,820 $308K
Mission Wealth Management, LP 0.01% Add +25.2% 1,817 $307K
Capstone Investment Advisors, LLC 0.01% Add +83.3% 1,811 $306K
Samalin Investment Counsel, LLC 0.13% Reduce -6.9% 1,807 $305K
Bison Wealth, LLC 0.05% Reduce -9.2% 1,803 $305K
American State Bank (Iowa) 0.19% No change 1,804 $305K
Trust Co 0.04% Reduce -41.4% 1,795 $303K
SageView Advisory Group, LLC 0.02% Reduce -8.6% 1,794 $303K
LS Investment Advisors, LLC 0.04% New 1,781 $301K
Regions Financial Corp. 0.00% Add +5.8% 1,780 $301K
Whalerock Point Partners, LLC 0.07% No change 1,776 $300K
Laffer Tengler Investments, Inc. 0.07% No change 1,766 $298K
Optas, LLC 0.07% Add +31.9% 1,765 $298K
Shelton Capital Management 0.01% Reduce -8.7% 1,763 $298K
Cabot Wealth Management Inc. 0.04% No change 1,745 $295K
CI Investments Inc. 0.00% Add +41.8% 1,739 $294K
Fort Sheridan Advisors LLC 0.04% Add +20.9% 1,739 $294K
VELA Investment Management, LLC 0.10% No change 1,734 $293K
Baader Bank Aktiengesellschaft 0.02% New 1,836 $292K
Quotient Wealth Partners, LLC 0.01% Add +0.1% 1,711 $289K
DRW Securities, LLC 0.02% New 1,699 $287K
Summit Securities Group LLC 0.18% Reduce -22.7% 1,700 $287K
Deseret Mutual Benefit Administrators 0.15% Reduce -2.5% 1,695 $286K
Strategic Wealth Investment Group, LLC 0.03% Reduce -0.2% 1,687 $286K
Focus Partners Advisor Solutions, LLC 0.01% New 1,692 $286K
Stock Yards Bank & Trust Co. 0.01% Reduce -11.1% 1,691 $286K
BNP Paribas 0.01% No change 1,688 $285K
Cornerstone Wealth Management, LLC 0.02% Reduce -7.8% 1,670 $282K
Dearborn Partners LLC 0.01% Reduce -0.4% 1,652 $279K
Worth Venture Partners, LLC 2.09% No change 1,650 $279K
Socha Financial Group, LLC 0.12% No change 1,650 $279K
Kingswood Wealth Advisors, LLC 0.02% New 1,647 $278K
Icon Wealth Advisors, LLC 0.02% Add +14.9% 1,646 $278K
Cornerstone Advisory, LLC 0.04% Reduce -10.0% 1,645 $278K
Morningstar Investment Services LLC 0.00% Add +5.1% 1,651 $277K
Childress Capital Advisors, LLC 0.07% Add +1.9% 1,631 $276K
Leo Wealth, LLC 0.03% Reduce -4.6% 1,628 $275K
Jacobi Capital Management LLC 0.02% Reduce -23.8% 1,625 $275K
Aptus Capital Advisors, LLC 0.00% Add +3.9% 1,615 $273K
Krane Funds Advisors LLC 0.01% Reduce -48.5% 1,608 $272K
Callan Family Office, LLC 0.05% Reduce -2.4% 1,603 $271K
Cladis Investment Advisory, LLC 0.19% No change 1,600 $270K
Bayesian Capital Management, LP 0.03% New 1,585 $268K
Burney Co./ 0.01% Reduce -6.2% 1,577 $267K
Godshalk Welsh Capital Management, Inc. 0.17% Reduce -3.1% 1,575 $266K
Gryphon Financial Partners LLC 0.04% Add +5.0% 1,561 $264K
North Star Investment Management Corp. 0.02% Reduce -9.8% 1,560 $264K
Parcion Private Wealth LLC 0.02% New 1,558 $263K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -0.5% 1,551 $262K
MRP Capital Investments, LLC 0.25% Reduce -0.3% 1,550 $262K
Alliance Wealth Advisors, LLC 0.07% New 1,548 $262K
Napa Wealth Management 0.12% New 1,547 $261K
Vicus Capital 0.02% Reduce -38.0% 1,540 $260K
Dorsey Wright & Associates 0.06% Reduce -0.4% 1,540 $260K
Global Retirement Partners, LLC 0.01% Add +71.7% 1,537 $260K
First Bancorp, Inc 0.18% No change 1,528 $258K
Simon Quick Advisors, LLC 0.02% Add +13.4% 1,518 $257K
Legacy Advisors, LLC 0.03% Add +7.2% 1,506 $255K
Carnegie Investment Counsel 0.01% No change 1,504 $254K
Fiduciary Trust Co 0.00% Reduce -0.6% 1,504 $254K
Lavaca Capital LLC 0.12% No change 1,500 $254K
Howard Capital Management Group, LLC 0.02% No change 1,490 $252K
Kingsview Wealth Management, LLC 0.01% Reduce -9.2% 1,488 $252K
Martingale Asset Management L P 0.01% Reduce -71.3% 1,482 $250K
Tiaa Trust, National Association 0.00% Reduce -11.1% 1,477 $250K
BSW Wealth Partners 0.04% New 1,468 $248K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,467 $248K
Prelude Capital Management, LLC 0.02% New 1,455 $246K
First Horizon Advisors, Inc. 0.01% Reduce -0.7% 1,450 $245K
PAX Financial Group, LLC 0.04% Reduce -5.4% 1,449 $245K
U.S. Capital Wealth Advisors, LLC 0.01% Add +9.2% 1,447 $245K
PDS Planning, Inc 0.02% Add +3.5% 1,446 $244K
TD Private Client Wealth LLC 0.01% Add +2.5% 1,435 $243K
Badgley Phelps Wealth Managers, LLC 0.01% New 1,433 $242K
Breakwater Capital Group 0.05% Add +3.9% 1,430 $242K
Sentry Investment Management LLC 0.10% No change 1,426 $241K
Capasso Planning Partners LLC 0.07% No change 1,423 $241K
Modera Wealth Management, LLC 0.00% No change 1,420 $240K
Mission Creek Capital Partners, Inc. 0.06% New 1,414 $239K
Kovack Advisors, Inc. 0.03% Reduce -19.7% 1,408 $238K
Baker Avenue Asset Management, LP 0.01% New 1,394 $236K
Barry Investment Advisors, LLC 0.07% Reduce -16.9% 1,388 $235K
KMG Fiduciary Partners, LLC 0.02% Add +0.9% 1,387 $234K
Vise Technologies, Inc. 0.03% New 1,383 $234K
Five Oceans Advisors 0.11% New 1,379 $233K
Smithfield Trust Co 0.01% Add +1.8% 1,374 $233K
SlateStone Wealth, LLC 0.02% New 1,370 $232K
Strategic Advisors LLC 0.04% Reduce -56.0% 1,368 $231K
Catalyst Financial Partners LLC 0.04% Add +1.8% 1,352 $229K
Atlantic Edge Private Wealth Management, LLC 0.07% No change 1,350 $228K
Silver Lake Group, L.L.C. 0.00% No change 1,350 $228K
Simmons Bank 0.02% Reduce -23.3% 1,347 $228K
Cidel Asset Management Inc. 0.02% Reduce -7.5% 1,339 $226K
Silvercrest Asset Management Group LLC 0.00% Reduce -2.1% 1,328 $224K
Keel Point, LLC 0.02% New 1,323 $224K
L2 Asset Management, LLC 0.06% New 1,323 $224K
SpiderRock Advisors, LLC 0.00% New 1,319 $223K
Moody National Bank Trust Division 0.02% Reduce -41.6% 1,319 $223K
Oxford Asset Management LLP 0.19% New 1,314 $222K
Allworth Financial LP 0.00% Add +16.0% 1,310 $221K
Clearstead Advisors, LLC 0.00% Add +8.8% 1,293 $219K
Activest Wealth Management 0.07% Add +20.0% 1,290 $218K
Canopy Partners, LLC 0.09% New 1,284 $217K
Ridgewood Investments LLC 0.11% Reduce -5.3% 1,280 $216K
GAMCO Investors 0.00% Reduce -6.6% 1,280 $216K
Logan Capital Management Inc. 0.01% No change 1,272 $215K
AE Wealth Management LLC 0.00% New 1,265 $214K
FAS Wealth Partners, Inc. 0.02% New 1,255 $212K
EPG Wealth Management LLC 0.05% New 1,254 $212K
Moors & Cabot, Inc. 0.01% Reduce -8.6% 1,249 $211K
Advus Financial Partners, LLC 0.06% New 1,223 $207K
Parkside Financial Bank & Trust 0.03% Add +1.2% 1,221 $206K
Balboa Wealth Partners 0.05% New 1,218 $206K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.4% 1,217 $206K
LifePro Asset Management 0.13% New 1,211 $205K
Sherbrooke Park Advisers LLC 0.05% Reduce -64.8% 1,208 $204K
Jacobson & Schmitt Advisors, LLC 0.04% New 1,200 $203K
Flputnam Investment Management Co. 0.00% New 1,197 $202K
Corus Family Wealth Advisors 0.14% New 1,196 $202K
Hilltop National Bank 0.06% No change 1,193 $202K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +16.7% 1,190 $201K
D'Orazio & Associates, Inc. 0.03% New 1,190 $201K
Excalibur Management Corp. 0.08% New 1,189 $201K
Hanover Advisors Inc. 0.08% New 1,187 $201K
Ashton Thomas Private Wealth, LLC 0.01% Add +4.6% 1,184 $200K
CENTRAL TRUST Co 0.00% Add +0.1% 1,163 $197K
Thompson Investment Management, Inc. 0.03% Add +0.8% 1,126 $190K
Motco 0.02% Reduce -9.1% 1,083 $183K
TFC Financial Management, Inc. 0.03% Add +9518.2% 1,058 $179K
Cromwell Holdings LLC 0.11% No change 1,013 $171K
AllSquare Wealth Management LLC 0.10% No change 1,000 $169K
Alta Advisers Ltd 0.08% No change 1,000 $169K
Rowlandmiller & Partners.adv 0.03% No change 1,000 $169K
Vestor Capital, LLC 0.01% No change 1,000 $169K
Morse Asset Management, Inc 0.03% New 920 $155K
Stelac Advisory Services LLC 0.06% No change 881 $149K
Central Pacific Bank - Trust Division 0.02% No change 862 $146K
Y.D. More Investments Ltd 0.02% Reduce -1.8% 862 $146K
Centaurus Financial, Inc. 0.01% Reduce -1.2% 853 $144K
Rosenberg Matthew Hamilton 0.04% Add +0.7% 823 $139K
Silvant Capital Management LLC 0.01% No change 821 $139K
Capital Analysts, LLC 0.01% Add +29.1% 746 $126K
Headlands Technologies LLC 0.01% New 743 $126K
Muzinich & Co., Inc. 0.10% No change 731 $124K
Harbour Investments, Inc. 0.00% Reduce -6.8% 725 $123K
CVA Family Office, LLC 0.02% Add +11.2% 715 $121K
Montag A & Associates Inc. 0.01% No change 702 $119K
CoreCap Advisors, LLC 0.01% New 701 $119K
Concourse Financial Group Securities, Inc. 0.01% Reduce -4.0% 675 $114K
Fortitude Family Office, LLC 0.04% No change 647 $109K
Sittner & Nelson, LLC 0.05% Add +1363.6% 644 $109K
Carolinas Wealth Consulting LLC 0.02% Reduce -18.4% 636 $107K
Park Place Capital Corp 0.03% Add +5.0% 634 $107K
Concord Wealth Partners 0.02% Reduce -0.3% 632 $107K
Abich Financial Wealth Management LLC 0.24% Reduce -41.0% 631 $107K
Venturi Wealth Management, LLC 0.01% Add +16.5% 622 $105K
United Community Bank 0.04% No change 622 $105K
Farmers & Merchants Investments Inc. 0.00% No change 598 $101K
Global X Japan Co., Ltd. 0.01% Reduce -22.0% 596 $101K
Tobam 0.02% No change 591 $100K
Ascentis Independent Advisors 0.02% New 587 $99K
Versant Capital Management, Inc 0.02% Add +81.2% 578 $98K
Westend Capital Management, LLC 0.03% No change 541 $91K
Caldwell Sutter Capital, Inc. 0.04% Add +9.4% 537 $91K
Missouri Trust & Investment Co 0.03% No change 526 $89K
Claris Advisors, LLC / Mo / 0.04% New 521 $88K
PFS Partners, LLC 0.05% No change 500 $85K
Princeton Global Asset Management LLC 0.02% No change 500 $85K
NBT Bank, N.A. 0.01% New 500 $85K
Alpine Bank Wealth Management 0.01% — 454 $77K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -1.1% 446 $75K
Intact Investment Management Inc. 0.00% New 440 $74K
GHP Investment Advisors, Inc. 0.00% Add +24.1% 428 $72K
Creative Financial Designs Inc. 0.01% Add +7.9% 422 $71K
Mowery & Schoenfeld Wealth Management, LLC 0.11% No change 418 $71K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +107.5% 413 $70K
JTC Employer Solutions Trustee Ltd 0.00% No change 412 $70K
First Financial Corp. 0.03% No change 400 $68K
Baldwin Wealth Partners LLC 0.00% New 390 $66K
Arax Advisory Partners 0.01% Add +79.8% 356 $60K
Nordwand Advisors, LLC 0.02% No change 346 $58K
Compass Wealth Management LLC 0.01% No change 345 $58K
Quent Capital, LLC 0.01% Reduce -6.8% 345 $58K
Capital Advisors, Ltd. LLC 0.01% Add +0.3% 345 $58K
Delta Asset Management LLC 0.01% Reduce -16.3% 340 $57K
Hoey Investments, Inc. 0.01% No change 375 $57K
Anchor Investment Management, LLC 0.01% No change 334 $56K
Centerpoint Advisors, LLC 0.02% No change 327 $55K
IAG Wealth Partners, LLC 0.01% No change 315 $53K
Wintrust Investments LLC 0.04% Reduce -90.0% 315 $53K
Kozak & Associates, Inc. 0.01% Add +1.3% 302 $53K
First Pacific Financial 0.01% No change 312 $53K
Carmichael Hill & Associates, Inc. 0.02% No change 311 $53K
American National Bank & Trust 0.01% Reduce -0.6% 310 $52K
Edmond DE Rothschild Holding S.A. 0.00% No change 310 $52K
Ashton Thomas Securities, LLC 0.01% New 309 $52K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 309 $52K
Financial Freedom, LLC 0.03% Add +1.3% 305 $52K
Towne Trust Company, N.A 0.02% No change 300 $51K
Rise Advisors, LLC 0.02% Add +1.4% 284 $48K
Avior Wealth Management, LLC 0.00% Add +4.1% 277 $47K
Indiana Trust & Investment Management Co 0.02% No change 265 $45K
Crewe Advisors LLC 0.01% Add +1.5% 263 $44K
Zions Bancorporation, N.A. 0.00% Reduce -5.1% 259 $44K
Key Financial Inc 0.01% Add +3.2% 255 $43K
Trivant Custom Portfolio Group, LLC 0.02% New 250 $42K
Eastern Bank 0.00% New 250 $42K
Salem Investment Counselors Inc. 0.00% Add +47.3% 249 $42K
PSI Advisors, LLC 0.01% No change 244 $41K
MV Capital Management, Inc. 0.00% Reduce -0.4% 243 $41K
BOK Financial Private Wealth, Inc. 0.00% No change 235 $40K
Arlington Trust Co LLC 0.01% No change 233 $39K
Bogart Wealth, LLC 0.00% No change 229 $39K
DT Investment Partners, LLC 0.00% No change 228 $39K
Atlas Capital Advisors Inc. 0.01% No change 225 $38K
Beacon Capital Management, LLC 0.01% No change 219 $37K
Bruce G. Allen Investments, LLC 0.03% No change 216 $37K
Valley National Advisers Inc. 0.01% Reduce -35.7% 202 $34K
Webster Bank, N. A. 0.00% No change 200 $34K
Earned Wealth Advisors, LLC 0.01% New 176 $30K
AdvisorNet Financial, Inc 0.00% Add +2.9% 176 $30K
Clearstead Trust, LLC 0.01% No change 158 $27K
Atwood & Palmer Inc. 0.00% No change 155 $26K
Covestor Ltd 0.02% Reduce -4.4% 152 $26K
GW&K Investment Management, LLC 0.00% Add +18.8% 152 $26K
Boyd Watterson Asset Management LLC 0.01% No change 153 $26K
Colonial Trust Co / SC 0.00% Reduce -6.2% 152 $25K
Bartlett & Co. Wealth Management LLC 0.00% No change 145 $25K
Brown Brothers Harriman & Co. 0.00% Add +91.8% 140 $24K
West Paces Advisors Inc. 0.01% No change 138 $23K
Riverview Trust Co 0.02% Add +4.7% 135 $23K
Global Financial Private Client, LLC 0.01% New 128 $22K
Cedar Mountain Advisors, LLC 0.00% Add +1.6% 127 $21K
Abound Wealth Management 0.01% No change 125 $21K
EnRich Financial Partners LLC 0.01% Reduce -10.9% 123 $21K
Raleigh Capital Management Inc. 0.01% Reduce -0.8% 122 $21K
Western Pacific Wealth Management, LP 0.01% New 120 $20K
WFA of San Diego, LLC 0.02% No change 118 $20K
First United Bank & Trust 0.01% No change 113 $19K
Fairscale Capital, LLC 0.02% No change 110 $19K
Riggs Asset Managment Co. Inc. 0.01% No change 109 $18K
Richardson Financial Services Inc. 0.01% No change 120 $18K
Grayhawk Investment Strategies Inc. 0.03% No change 105 $18K
Ancora Advisors LLC 0.00% Reduce -0.9% 105 $18K
Pathway Financial Advisers, LLC 0.01% Reduce -44.7% 104 $18K
Operose Advisors LLC 0.01% Reduce -52.4% 100 $17K
Provenance Wealth Advisors, LLC 0.00% No change 100 $17K
Johnson Financial Group, Inc. 0.00% Reduce -80.0% 100 $17K
Pacific Center for Financial Services 0.00% No change 99 $17K
Washington Trust Advisors, Inc. 0.00% Reduce -3.9% 98 $17K
Hemington Wealth Management 0.00% New 85 $14K
True Wealth Design, LLC 0.01% New 79 $13K
Financial Management Professionals, Inc. 0.00% Reduce -7.1% 79 $13K
Center for Financial Planning, Inc. 0.00% Reduce -12.6% 76 $13K
Private Wealth Management Group, LLC 0.01% Add +2.7% 75 $13K
Bell Investment Advisors, Inc 0.00% No change 74 $13K
Asset Dedication, LLC 0.00% No change 73 $12K
Hollencrest Capital Management 0.00% Add +71.4% 72 $12K
Wolff Wiese Magana LLC 0.01% Add +1320.0% 71 $12K
Grove Bank & Trust 0.00% Add +191.7% 70 $12K
Christopher J. Hasenberg, Inc 0.00% No change 69 $12K
Hexagon Capital Partners LLC 0.00% Add +1.5% 68 $11K
Adirondack Trust Co. 0.00% No change 66 $11K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.7% 65 $11K
Aviso Financial Inc. 0.00% New 62 $10K
Cullen/Frost Bankers, Inc. 0.00% No change 62 $10K
Costello Asset Management, INC 0.01% Reduce -3.2% 60 $10K
Redmont Wealth Advisors LLC 0.01% No change 56 $9K
Northwest Investment Counselors, LLC 0.00% New 56 $9K
Anfield Capital Management, LLC 0.00% No change 53 $9K
Oakworth Capital, Inc. 0.00% No change 52 $9K
Godsey & Gibb, Inc. 0.00% No change 50 $8K
Colonial Trust Advisors 0.00% No change 50 $8K
Dunhill Financial, LLC 0.00% Add +78.6% 50 $8K
Gold Investment Management Ltd. 0.00% No change 45 $8K
Avion Wealth 0.00% Reduce -6.4% 44 $7K
Independence Bank of Kentucky 0.00% No change 40 $7K
Continuum Advisory, LLC 0.00% Add +94.7% 37 $7K
WR Wealth Planners, LLC 0.00% No change 39 $7K
Aspect Partners, LLC 0.00% No change 38 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 38 $6K
Leonteq Securities AG 0.00% Reduce -94.4% 38 $6K
Sachetta, LLC 0.00% Add +17.2% 34 $6K
Raffa Wealth Management, LLC 0.00% No change 34 $6K
Arrow Financial Corp 0.00% No change 34 $6K
Creative Capital Management Investments LLC 0.00% No change 33 $6K
Coppell Advisory Solutions LLC 0.00% No change 32 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $5K
Glen Eagle Advisors, LLC 0.00% No change 29 $5K
Archer Investment Corp 0.00% Add +45.0% 29 $5K
SouthState Bank Corp 0.00% No change 27 $5K
HM Payson & Co. 0.00% New 27 $5K
Davis Capital Management 0.00% New 23 $4K
Red Tortoise LLC 0.00% No change 23 $4K
MCF Advisors LLC 0.00% No change 22 $4K
McIlrath & Eck, LLC 0.00% No change 18 $3K
ClariVest Asset Management LLC 0.00% No change 20 $3K
PFG Private Wealth Management, LLC 0.00% No change 17 $3K
Eagle Bay Advisors LLC 0.00% No change 17 $3K
Darwin Wealth Management, LLC 0.00% New 17 $3K
Cornerstone Planning Group LLC 0.00% Add +23.1% 16 $3K
Frazier Financial Advisors, LLC 0.00% Reduce -56.8% 16 $3K
New Millennium Group LLC 0.00% Reduce -6.7% 14 $2K
Core Alternative Capital 0.00% No change 14 $2K
JFS Wealth Advisors, LLC 0.00% No change 10 $2K
VitalStone Financial, LLC 0.00% No change 7 $1K
Cape Investment Advisory, Inc. 0.00% No change 6 $1K
Nvwm, LLC 0.00% Reduce -25.0% 6 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.5% 2 $1K
Semmax Financial Advisors Inc. 0.00% No change 5 $955
Macroview Investment Management LLC 0.00% No change 5 $846
Voisard Asset Management Group, Inc. 0.00% New 5 $846
Reston Wealth Management LLC 0.00% New 4 $676
Washington Growth Strategies LLC 0.02% — 110 $647
West Branch Capital LLC 0.00% New 3 $508
Creekmur Asset Management LLC 0.00% No change 3 $507
MeadowBrook Investment Advisors LLC 0.00% No change 2 $338
WestEnd Advisors, LLC 0.00% New 2 $338
Plante Moran Financial Advisors, LLC 0.00% No change 2 $338
Annapolis Financial Services, LLC 0.00% New 1 $170
Mendota Financial Group, LLC 0.00% New 1 $170

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