Simon Property GroupSPG

13F holders, Q4 2024 (December 31)
1,192holders +60
96new positions
88sold out
9famous investors
$171.93avg. 13F price*

At the end of Q4 2024, 1,192 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 60 from Q3 2024. 96 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($7.8B), BlackRock, Inc. ($6.7B) and State Street Corp. ($3.6B). 9 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions96$672.6M
Exits88$338.0M

All 13F filers, Q3 2024 → Q4 2024: 17,213,917 shares bought and 13,803,626 shares sold, net +3,410,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,192 holders

Vanguard Group Inc. 0.14% Reduce -0.1% 45,422,495 $7.8B
BlackRock, Inc. 0.14% Add +9.2% 38,983,323 $6.7B
State Street Corp. 0.14% Reduce -0.2% 21,009,908 $3.6B
Cohen & Steers, Inc. 5.38% Reduce -8.8% 16,487,347 $2.8B
Norges Bank 0.27% Reduce -3.0% 11,959,267 $2.1B
Geode Capital Management, LLC 0.12% Add +2.6% 9,160,242 $1.6B
Bank of America Corp. 0.10% Reduce -1.2% 6,438,458 $1.1B
Morgan Stanley 0.07% Reduce -0.9% 5,500,726 $947.3M
Northern Trust Corp. 0.13% Add +45.9% 5,462,856 $940.8M
JPMorgan Chase & Co. 0.06% Add +5.5% 4,710,538 $811.2M
Dimensional Fund Advisors LP 0.19% Add +0.0% 4,534,484 $780.9M
Invesco Ltd. 0.13% Add +14.8% 4,216,575 $726.1M
FMR LLC 0.04% Reduce -13.0% 3,765,599 $648.5M
Legal & General Group Plc 0.17% Reduce -8.4% 3,739,279 $643.9M
T. Rowe Price Associates Inc. 0.07% Add +2.3% 3,653,424 $629.2M
Charles Schwab Investment Management Inc. 0.12% Add +1.8% 3,637,529 $626.4M
Deutsche Bank AG 0.24% Add +21.0% 3,590,867 $618.4M
Nuveen Asset Management, LLC 0.17% Reduce -16.6% 3,555,940 $612.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Add +6.9% 3,411,119 $587.4M
Daiwa Securities Group Inc. 2.29% Reduce -15.2% 2,946,541 $507.4M
Smead Capital Management, Inc. 6.83% Reduce -2.4% 2,558,289 $440.6M
Boston Partners 0.53% Add +7.0% 2,504,500 $431.3M
Goldman Sachs Group Inc. 0.08% Add +23.4% 2,396,160 $412.6M
Bank of New York Mellon Corp 0.07% Add +0.1% 2,268,311 $390.6M
Amundi 0.10% Add +10.5% 1,728,738 $301.1M
Centersquare Investment Management LLC 3.01% Reduce -5.9% 1,655,351 $285.1M
CBRE Investment Management Listed Real Assets LLC 4.86% Reduce -6.0% 1,584,116 $272.8M
Russell Investments Group, Ltd. 0.36% Add +4.5% 1,493,987 $257.2M
Sumitomo Mitsui Trust Group, Inc. 0.17% Reduce -0.7% 1,478,206 $254.6M
Principal Financial Group Inc. 0.13% Add +7.7% 1,376,194 $237.0M
Royal Bank of Canada 0.05% Add +3.3% 1,351,953 $232.8M
Prudential Financial Inc. 0.32% Reduce -6.5% 1,336,161 $230.1M
Neuberger Berman Group LLC 0.17% Add +1.1% 1,266,161 $218.0M
Ameriprise Financial Inc. 0.06% Reduce -11.8% 1,244,500 $214.3M
PGGM Investments 2.84% No change 1,238,123 $213.2M
Resolution Capital Ltd 3.82% New 1,234,490 $212.6M
Sei Investments Co. 0.25% Add +5.4% 1,128,143 $194.3M
Los Angeles Capital Management LLC 0.77% Reduce -12.2% 1,106,530 $190.6M
Canada Pension Plan Investment Board 0.18% Add +1.1% 1,086,936 $187.2M
HSBC Holdings PLC 0.11% Reduce -10.0% 1,072,227 $184.5M
Bessemer Group Inc. 0.30% Add +16.9% 1,055,872 $181.8M
UBS Group AG 0.04% Reduce -16.0% 1,036,783 $178.5M
Schroder Investment Management Group 0.17% Add +2.5% 1,022,772 $176.1M
Citadel Advisors 0.16% Add +266.1% 1,003,646 $172.8M
Panagora Asset Management Inc. 0.80% Add +6.9% 1,003,491 $172.8M
HighTower Advisors, LLC 0.22% Add +4.7% 935,479 $161.1M
Wellington Management Group LLP 0.03% Add +4.2% 921,576 $158.7M
Swiss National Bank 0.11% Reduce -4.8% 921,027 $158.6M
National Pension Service 0.15% Reduce -3.4% 897,764 $154.6M
KBC Group NV 0.42% Add +170.3% 880,309 $151.6M
Duff & Phelps Investment Management Co. 1.76% Reduce -25.2% 853,872 $147.0M
Wells Fargo & Company 0.04% Reduce -5.2% 850,440 $146.5M
Bank of Montreal 0.07% Reduce -0.9% 821,932 $141.5M
CANADA LIFE ASSURANCE Co 0.24% Add +15.5% 794,133 $136.7M
Alliancebernstein L.P. 0.04% Reduce -10.1% 765,162 $131.8M
Franklin Resources Inc. 0.04% Reduce -7.6% 757,371 $130.4M
Millennium Management 0.11% Add +3.2% 726,720 $125.1M
Rhumbline Advisers 0.11% Reduce -1.1% 726,006 $125.0M
Parnassus Investments, LLC 0.28% No change 718,854 $123.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +7.2% 697,717 $122.8M
Capital World Investors 0.02% New 695,530 $119.8M
American Century Companies Inc. 0.07% Add +64.1% 685,493 $118.0M
Hamlin Capital Management, LLC 2.71% New 635,289 $109.4M
BNP Paribas Financial Markets 0.08% Add +23.2% 588,084 $101.3M
Asset Management One Co., Ltd. 0.35% Add +0.7% 587,933 $101.1M
Public Employees Retirement System of Ohio 0.34% Reduce -2.1% 567,413 $97.7M
APG Asset Management US Inc. 0.72% Reduce -35.7% 554,153 $95.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% — 550,177 $94.7M
California Public Employees Retirement System 0.06% Reduce -6.4% 545,291 $93.9M
Lasalle Investment Management Securities LLC 3.95% Reduce -1.7% 542,381 $93.4M
Adelante Capital Management LLC 6.09% Add +3.8% 535,740 $92.3M
Macquarie Group Ltd. 0.11% Reduce -10.5% 537,558 $90.2M
California State Teachers Retirement System 0.10% Reduce -0.7% 521,759 $89.9M
Nomura Asset Management Co. Ltd. 0.26% Add +3.8% 505,408 $87.0M
Allianz Asset Management GmbH 0.12% Reduce -16.0% 487,750 $84.0M
Raymond James Financial Inc. 0.03% — 455,215 $78.4M
Barclays PLC 0.04% Reduce -54.9% 441,962 $76.1M
Aberdeen Group plc 0.13% Add +17.1% 408,851 $70.0M
TCW Group Inc. 0.58% Add +0.5% 402,201 $69.3M
Worldquant Millennium Advisors LLC 0.43% Add +93.1% 386,359 $66.5M
Heitman Real Estate Securities LLC 4.20% Reduce -16.2% 378,964 $65.3M
Skandinaviska Enskilda Banken AB (publ) 0.29% Reduce -14.2% 374,019 $63.9M
Stifel Financial Corp. 0.07% Reduce -0.5% 367,223 $63.2M
Qube Research & Technologies Ltd 0.10% Add +104.7% 366,458 $63.1M
PNC Financial Services Group, Inc. 0.04% Add +7.7% 361,893 $62.3M
LPL Financial LLC 0.03% Add +2.0% 358,414 $61.7M
Ensign Peak Advisors, Inc 0.10% No change 342,012 $58.9M
Caisse de depot et placement du Quebec 0.12% Reduce -49.4% 331,500 $57.1M
Capital Advisors Inc. 1.10% Add +2.2% 320,236 $55.1M
State Board of Administration of Florida Retirement System 0.10% Reduce -2.6% 308,079 $53.1M
FIL Ltd 0.05% Add +34.8% 304,650 $52.5M
Allspring Global Investments Holdings, LLC 0.08% Reduce -3.1% 299,422 $51.9M
New York State Teachers Retirement System 0.11% Reduce -6.4% 301,449 $51.9M
Envestnet Asset Management Inc. 0.02% Reduce -24.5% 297,576 $51.2M
Storebrand Asset Management As 0.16% Add +0.3% 296,411 $51.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +37.7% 291,463 $50.2M
Nisa Investment Advisors, LLC 0.19% Add +33.1% 289,127 $49.8M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -8.8% 273,547 $47.1M
State of New Jersey Common Pension Fund D 0.19% No change 270,070 $46.5M
Healthcare of Ontario Pension Plan Trust Fund 0.09% New 255,000 $43.9M
Uniplan Investment Counsel, Inc. 4.18% Reduce -1.6% 254,305 $43.8M
DekaBank Deutsche Girozentrale 0.08% No change 253,389 $43.1M
AXA S.A. 0.13% Reduce -8.3% 245,064 $42.2M
Retirement Systems of Alabama 0.16% Reduce -4.1% 243,642 $42.0M
Douglas Lane & Associates, LLC 0.58% Reduce -2.4% 240,574 $41.4M
Robeco Institutional Asset Management B.V. 0.08% Reduce -54.1% 239,959 $41.3M
Teacher Retirement System of Texas 0.15% Reduce -6.0% 239,305 $41.2M
Aew Capital Management L P 1.93% Reduce -14.3% 231,705 $39.9M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.8% 223,511 $38.5M
STRS Ohio 0.15% Add +17.1% 219,254 $37.8M
CORDA Investment Management, LLC. 2.98% Reduce -2.0% 216,829 $37.3M
State of Tennessee, Department of Treasury 0.14% Reduce -4.9% 216,039 $37.2M
Treasurer of the State of North Carolina 0.14% Add +1.9% 213,350 $36.7M
Victory Capital Management Inc. 0.04% Reduce -6.4% 213,281 $36.7M
Korea Investment CORP 0.09% Add +59.6% 213,265 $36.7M
Citigroup Inc. 0.04% Reduce -14.5% 210,922 $36.3M
Sapient Capital LLC 0.67% Add +0.3% 205,035 $35.3M
New York State Common Retirement Fund 0.05% Reduce -4.0% 199,463 $34.3M
Natixis Advisors, LLC 0.06% Add +6.1% 197,248 $34.0M
Alyeska Investment Group, L.P. 0.13% New 195,355 $33.6M
Handelsbanken Fonder AB 0.13% Add +29.3% 194,846 $33.6M
Pictet Asset Management Holding SA 0.04% Reduce -3.0% 192,159 $33.1M
State of Alaska, Department of Revenue 0.37% Add +0.9% 191,820 $33.0M
APG Asset Management N.V. 0.09% Add +523.0% 196,489 $32.7M
QRG Capital Management, Inc. 0.33% Add +4.3% 186,547 $32.1M
Royal London Asset Management Ltd. 0.08% Add +0.3% 182,909 $31.5M
Capital Fund Management S.A. 0.31% Add +170.4% 182,867 $31.5M
Fort Washington Investment Advisors Inc. 0.19% Add +25.4% 182,040 $31.3M
Voya Investment Management LLC 0.04% Reduce -5.5% 181,241 $31.2M
Brookfield Corp 0.19% Add +74.4% 181,222 $31.2M
State of Wisconsin Investment Board 0.08% Reduce -3.9% 180,480 $31.1M
Danske Bank A/S 0.09% Add +17.6% 179,685 $30.9M
Susquehanna International Group, LLP 0.05% Reduce -13.7% 179,532 $30.9M
Minneapolis Portfolio Management Group, LLC 4.07% Reduce -23.8% 179,238 $30.9M
KLP Kapitalforvaltning As 0.15% — 178,642 $30.8M
Natixis 0.21% Reduce -41.8% 178,334 $30.7M
Resona Asset Management Co.,Ltd. 0.18% Add +0.7% 176,052 $30.3M
National Bank of Canada 0.04% Reduce -0.4% 172,551 $29.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Add +38.2% 170,474 $29.4M
Pinebridge Investments, L.P. 0.22% Reduce -34.8% 166,742 $28.7M
Toronto Dominion Bank 0.05% Add +7.0% 166,671 $28.7M
Foundry Partners, LLC 1.44% Reduce -12.7% 166,197 $28.6M
Meeder Asset Management Inc. 1.96% Reduce -0.0% 163,943 $28.2M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.0% 161,539 $27.8M
Factory Mutual Insurance Co. 0.30% No change 160,592 $27.7M
Employees Retirement System of Texas 0.26% No change 153,579 $26.4M
Van Eck Associates Corp. 0.03% Add +0.1% 153,532 $26.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -31.0% 151,578 $26.1M
Voloridge Investment Management, LLC 0.09% Reduce -60.6% 147,605 $25.4M
Candriam S.C.A. 0.15% Reduce -1.1% 147,048 $25.3M
AQR Capital Management 0.03% Reduce -19.0% 145,636 $25.1M
Waterfront Capital Partners, LLC 4.65% New 144,602 $24.9M
Analyst IMS Investment Management Services Ltd. 0.91% Reduce -0.8% 143,914 $24.8M
First Trust Advisors LP 0.02% Add +23.9% 143,564 $24.7M
Artemis Investment Management LLP 0.35% New 143,474 $24.7M
Mercer Global Advisors Inc. 0.06% Add +24.0% 142,194 $24.5M
New Age Alpha Advisors, LLC 0.99% New 141,922 $24.4M
Schonfeld Strategic Advisors LLC 0.15% Add +1633.6% 140,384 $24.2M
Cibc World Markets Corp. 0.14% Add +11.9% 138,486 $23.8M
Mackenzie Financial Corp. 0.03% Reduce -8.9% 136,817 $23.6M
Land & Buildings Investment Management, LLC 4.69% Add +358.6% 134,376 $23.1M
IFM Investors Pty Ltd 0.23% Reduce -4.3% 134,206 $23.1M
Thrivent Financial for Lutherans 0.04% Add +7.4% 133,458 $23.0M
Swedbank AB 0.03% Reduce -2.3% 128,987 $22.2M
TD Asset Management Inc 0.02% Add +3.1% 125,774 $21.7M
Vert Asset Management LLC 7.39% Add +3.1% 125,398 $21.6M
Advisors Capital Management, LLC 0.33% Reduce -7.9% 122,975 $21.2M
Acadian Asset Management LLC 0.06% Add +4.4% 116,759 $20.1M
Focus Partners Wealth 0.05% Add +90.1% 116,589 $20.1M
UniSuper Management Pty Ltd 0.14% Reduce -8.8% 115,262 $19.8M
Lighthouse Investment Partners, LLC 0.77% Add +43.8% 115,000 $19.8M
Andra AP-fonden 0.32% Reduce -42.7% 114,200 $19.7M
Lansforsakringar Fondforvaltning AB (publ) 0.07% — 108,763 $18.7M
Sound Income Strategies, LLC 1.13% Add +3.9% 105,709 $18.2M
Squarepoint Ops LLC 0.05% Add +56.8% 105,510 $18.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +9.4% 105,443 $18.2M
State of Michigan Retirement System 0.09% Add +5.5% 104,549 $18.0M
Forsta Ap-Fonden 0.12% Reduce -15.3% 100,100 $17.2M
Achmea Investment Management B.V. 0.28% Reduce -0.8% 97,741 $16.8M
Lazard Asset Management LLC 0.03% Add +1.5% 96,745 $16.7M
Rockefeller Capital Management L.P. 0.04% Add +2.7% 94,711 $16.3M
MetLife Investment Management, LLC 0.09% Add +1.1% 94,124 $16.2M
Arizona State Retirement System 0.10% Add +0.1% 93,512 $16.1M
Glenmede Trust Co. NA 0.08% Reduce -7.7% 92,729 $16.0M
Payden & Rygel 1.36% Reduce -5.3% 91,950 $15.8M
LBP Am SA 0.21% Reduce -16.9% 90,859 $15.6M
B&I Capital AG 5.09% Reduce -14.1% 90,700 $15.6M
Prana Capital Management, LP 0.74% Reduce -21.6% 89,614 $15.4M
Creative Planning 0.01% Add +7.4% 85,573 $14.7M
Nissay Asset Management Corp. /Japan 0.09% Add +2.2% 83,470 $14.4M
Varma Mutual Pension Insurance Co 0.11% Reduce -8.0% 82,849 $14.3M
Credit Agricole S A 0.05% Add +88.2% 82,831 $14.3M
O'shaughnessy Asset Management, LLC 0.12% Add +6.0% 82,594 $14.2M
Davis Selected Advisers 0.08% Reduce -3.4% 80,720 $13.9M
Van Lanschot Kempen Investment Management N.V. 0.14% Reduce -41.8% 80,422 $13.8M
Public Sector Pension Investment Board 0.06% Add +49.0% 79,598 $13.7M
Corebridge Financial, Inc. 0.07% Add +1.1% 78,794 $13.6M
Whittier Trust Co. 0.18% Add +3.2% 77,200 $13.3M
Janney Capital Management LLC 0.88% Reduce -21.6% 77,123 $13.3M
D. E. Shaw & Co. 0.02% Reduce -60.5% 75,039 $12.9M
Banco Santander, S.A. 0.15% New 73,336 $12.6M
Corient Private Wealth LP 0.02% Reduce -8.1% 74,301 $12.6M
Xponance LLC 0.11% Add +3.6% 72,591 $12.5M
American Assets Capital Advisers, LLC 4.08% Reduce -29.4% 71,072 $12.2M
LGT Group Foundation 0.19% Reduce -0.0% 70,408 $12.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Reduce -7.7% 70,017 $12.1M
Edgemoor Investment Advisors, Inc. 1.07% Reduce -1.7% 69,743 $12.0M
Independent Advisor Alliance 0.16% Add +4.0% 69,454 $12.0M
Janney Montgomery Scott LLC 0.03% Reduce -2.0% 68,990 $11.9M
Biondo Investment Advisors, LLC 1.61% Add +0.9% 67,741 $11.7M
Czech National Bank 0.11% Add +6.5% 66,498 $11.5M
Edgar Lomax Co. 0.73% Reduce -72.3% 65,820 $11.3M
Barometer Capital Management Inc. 4.51% Add +95.9% 69,455 $11.3M
Cantor Fitzgerald Investment Advisors L.P. 0.76% Reduce -0.4% 63,673 $11.0M
Commonwealth Equity Services, LLC 0.02% Reduce -35.6% 62,998 $10.8M
Baron Capital (BAMCO) 0.03% Add +140.4% 62,834 $10.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.31% Reduce -11.7% 62,443 $10.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +14.8% 62,435 $10.8M
Mariner, LLC 0.02% Add +2.4% 61,712 $10.6M
USS Investment Management Ltd 0.08% Reduce -18.0% 61,215 $10.5M
DNB Asset Management AS 0.05% Add +4.1% 60,906 $10.5M
Amalgamated Bank 0.09% Reduce -2.4% 60,828 $10.5M
Wealthfront Advisers LLC 0.03% Add +4.3% 60,791 $10.5M
US Bancorp \de 0.01% Add +2.9% 59,797 $10.3M
Nixon Capital, LLC 3.19% Add +4.7% 59,536 $10.3M
ProShare Advisors LLC 0.02% Add +6.8% 59,758 $10.3M
Huntington National Bank 0.10% Reduce -2.1% 59,414 $10.2M
Vident Advisory, LLC 0.18% Reduce -18.1% 59,335 $10.2M
Sun Life Financial Inc. 0.57% No change 59,145 $10.2M
Quantinno Capital Management LP 0.10% Add +21.5% 58,576 $10.1M
Riverview Capital Advisers, LLC 3.01% Reduce -0.1% 57,948 $10.0M
M&T Bank Corp 0.03% Add +1.4% 57,760 $9.9M
TTP Investments, Inc. 3.46% Add +67.4% 57,399 $9.9M
Jones Financial Companies LLLP 0.01% Add +354.0% 57,060 $9.8M
MML Investors Services, LLC 0.03% Reduce -12.2% 55,117 $9.5M
Exchange Traded Concepts, LLC 0.19% Reduce -51.9% 54,636 $9.4M
Woodline Partners LP 0.06% Reduce -27.1% 53,543 $9.2M
Utah Retirement Systems 0.10% No change 53,507 $9.2M
Allianz SE 0.24% Add +3.4% 53,196 $9.1M
Staley Capital Advisers Inc. 0.40% No change 52,785 $9.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +23.7% 52,721 $9.0M
Ethic Inc. 0.18% Add +26.8% 52,476 $9.0M
Yousif Capital Management, LLC 0.10% Reduce -3.9% 50,318 $8.7M
Metis Global Partners, LLC 0.25% Add +8.7% 48,702 $8.4M
CIBC Asset Management Inc 0.03% Add +4.6% 47,400 $8.2M
Police & Firemen's Retirement System of New Jersey 0.08% — 47,106 $8.1M
Concurrent Investment Advisors, LLC 0.22% Add +49.6% 46,212 $8.0M
New York Life Investment Management LLC 0.08% Add +0.3% 45,952 $7.9M
Federated Hermes, Inc. 0.02% Add +20.7% 45,859 $7.9M
Nomura Holdings Inc. 0.04% New 45,715 $7.9M
TD Waterhouse Canada Inc. 0.06% Add +1.7% 45,688 $7.9M
Everett Harris & Co. 0.10% Reduce -7.0% 45,618 $7.9M
Pensionfund PDN 4.78% Reduce -25.1% 44,708 $7.7M
Pathstone Holdings, LLC 0.03% Add +2.2% 44,668 $7.7M
GSI Capital Advisors LLC 4.05% Reduce -10.4% 44,448 $7.7M
Alpha Omega Wealth Management LLC 1.43% Reduce -1.3% 43,814 $7.5M
Vestcor Inc 0.25% Reduce -45.5% 43,630 $7.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -4.0% 43,311 $7.5M
Spectrum Wealth Counsel, LLC 0.88% Add +0.6% 43,301 $7.5M
Cetera Investment Advisers 0.02% Reduce -30.1% 43,107 $7.4M
Cibc World Market Inc. 0.02% Reduce -10.6% 42,871 $7.4M
Wolverine Trading, LLC 0.16% New 42,755 $7.3M
Winslow Asset Management Inc. 1.43% Reduce -3.2% 41,718 $7.2M
Brown Advisory Inc. 0.01% Add +0.2% 41,665 $7.2M
Bank of Nova Scotia 0.01% Add +3.6% 41,615 $7.2M
Hudson Edge Investment Partners Inc. 1.32% Add +0.4% 41,595 $7.2M
tru Independence LLC 2.25% Reduce -7.1% 41,564 $7.2M
Osaic Holdings, Inc. 0.02% Add +2.6% 49,604 $7.2M
Empowered Funds, LLC 0.10% Reduce -5.5% 41,402 $7.1M
Rafferty Asset Management, LLC 0.02% Reduce -7.3% 40,366 $7.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.5% 40,335 $6.9M
Greystone Financial Group, LLC 1.21% Add +1.5% 40,298 $6.9M
Sanctuary Advisors, LLC 0.04% Reduce -0.8% 39,476 $6.9M
Baird Financial Group, Inc. 0.01% Add +0.3% 40,265 $6.9M
L & S Advisors Inc 0.85% Add +0.5% 40,133 $6.9M
Janus Henderson Group PLC 0.00% Reduce -34.7% 39,700 $6.8M
Rwa Wealth Partners, LLC 0.08% New 39,480 $6.8M
ING Groep NV 0.05% New 39,172 $6.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Reduce -6.3% 39,165 $6.7M
Unigestion Holding SA 0.37% Add +875.3% 37,794 $6.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.2% 37,025 $6.4M
Mutual of America Capital Management LLC 0.07% Reduce -2.6% 36,739 $6.3M
Crestline Management, L.P. 0.22% Add +1622.3% 36,168 $6.2M
Waters Parkerson & Co., LLC 0.33% Add +1.1% 36,146 $6.2M
Whittier Trust Co. of Nevada Inc. 0.15% Add +3.9% 35,953 $6.2M
Vanguard Personalized Indexing Management, LLC 0.09% Add +6.3% 35,938 $6.2M
Sterling Capital Management LLC 0.08% Add +10.0% 35,708 $6.1M
Crossmark Global Holdings, Inc. 0.11% Reduce -10.2% 35,397 $6.1M
Cerity Partners LLC 0.01% Reduce -25.3% 35,389 $6.0M
Truist Financial Corp. 0.01% Add +76.5% 35,091 $6.0M
Oppenheimer & Co. Inc. 0.09% Reduce -0.7% 34,265 $5.9M
Sheets Smith Wealth Management 0.71% Add +5.0% 33,953 $5.8M
New Insight Wealth Advisors 2.89% Reduce -9.4% 33,474 $5.8M
Oliver Luxxe Assets LLC 1.04% No change 33,883 $5.7M
MAI Capital Management 0.04% Add +1154.5% 33,219 $5.7M
Patton Fund Management, Inc. 1.10% Reduce -15.3% 32,718 $5.6M
Elo Mutual Pension Insurance Co 0.12% Add +12.9% 32,474 $5.6M
Pacer Advisors, Inc. 0.01% Add +42.8% 32,466 $5.6M
Union Bancaire Privee, UBP SA 0.10% — 32,100 $5.5M
Private Advisor Group, LLC 0.03% Add +6.5% 32,092 $5.5M
Tocqueville Asset Management L.P. 0.09% Reduce -0.9% 31,738 $5.5M
Foundations Investment Advisors, LLC 0.11% Add +0.5% 31,634 $5.4M
Vanderbilt University 1.06% Reduce -9.0% 31,345 $5.4M
Bruni J V & Co. 0.60% Reduce -65.8% 30,952 $5.3M
Westpac Banking Corp. 0.35% Reduce -5.1% 30,830 $5.3M
Fred Alger Management, LLC 0.03% Reduce -0.2% 30,773 $5.3M
Allstate Corp. 0.16% Reduce -33.1% 30,742 $5.3M
McGinn Penninger Investment Management, Inc. 3.51% Reduce -0.7% 30,543 $5.3M
Inspire Investing, LLC 0.59% Reduce -2.8% 30,509 $5.3M
Pacific Heights Asset Management LLC 0.36% Add +400.0% 500,000 $5.2M
Beacon Pointe Advisors, LLC 0.06% Reduce -19.6% 30,376 $5.2M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 30,100 $5.2M
Groupe la Francaise 0.13% — 30,216 $5.2M
Edgestream Partners, L.P. 0.22% Reduce -46.6% 29,784 $5.1M
Canada Post Corp Registered Pension Plan 0.30% — 29,631 $5.1M
Intech Investment Management LLC 0.05% Reduce -6.5% 29,354 $5.1M
D.A. Davidson & Co. 0.04% Add +3.2% 29,251 $5.0M
Mizuho Securities USA LLC 0.09% Add +46.3% 29,068 $5.0M
BDF-Gestion 0.51% Reduce -25.8% 28,608 $4.9M
Entropy Technologies, LP 0.50% New 28,424 $4.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.1% 28,376 $4.9M
Condor Capital Management 0.43% Reduce -2.6% 28,132 $4.8M
Nordea Investment Management AB 0.01% Reduce -81.0% 28,170 $4.8M
Modern Wealth Management, LLC 0.18% New 27,981 $4.8M
GeoWealth Management, LLC 0.16% Add +23.7% 27,788 $4.8M
Townsquare Capital LLC 0.05% Add +2.1% 27,685 $4.8M
Norinchukin Bank, The 0.10% Add +3.7% 27,610 $4.8M
Aviva PLC 0.01% Add +9.7% 27,538 $4.7M
Nicholas Investment Partners, LP 0.46% No change 27,148 $4.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -96.8% 26,956 $4.6M
Oregon Public Employees Retirement Fund 0.08% Add +0.4% 26,315 $4.5M
Vinva Investment Management Ltd 0.17% Add +3.8% 26,241 $4.5M
Gulf International Bank (UK) Ltd 0.11% Reduce -1.1% 25,595 $4.4M
NewEdge Advisors, LLC 0.03% Add +88.4% 25,363 $4.4M
Advisory Services Network, LLC 0.08% Add +2.5% 25,282 $4.4M
Great Valley Advisor Group, Inc. 0.10% Reduce -4.5% 25,205 $4.3M
Zimmer Partners, LP 0.07% Reduce -60.0% 25,000 $4.3M
Engineers Gate Manager LP 0.07% Add +336.0% 24,981 $4.3M
Avanza Fonder AB 0.13% — 24,557 $4.2M
Fiduciary Group, LLC 0.42% Reduce -1.8% 24,273 $4.2M
Pensionfund Sabic 1.09% Reduce -2.0% 24,106 $4.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.43% — 24,102 $4.2M
Generali Asset Management SPA SGR 0.11% — 24,093 $4.1M
Atria Investments, Inc 0.05% Reduce -7.2% 24,051 $4.1M
Fifth Third Bancorp 0.01% Reduce -8.6% 24,026 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +36.2% 23,660 $4.1M
Truvestments Capital LLC 1.03% Add +1.7% 23,354 $4.0M
Soltis Investment Advisors LLC 0.37% Add +1.2% 23,210 $4.0M
Cornerstone Wealth Group, LLC 0.33% Add +2.2% 23,158 $4.0M
Naviter Wealth, LLC 0.48% Add +5.9% 23,140 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.7% 22,650 $3.9M
Susquehanna Fundamental Investments, LLC 0.06% — 22,427 $3.9M
Captrust Financial Advisors 0.01% Reduce -2.0% 22,283 $3.8M
OMERS ADMINISTRATION Corp 0.03% Reduce -22.1% 22,202 $3.8M
Grassi Investment Management 0.32% Reduce -0.7% 21,988 $3.8M
Waterloo Capital, L.P. 0.40% Add +0.5% 21,989 $3.8M
DoubleLine ETF Adviser LP 1.02% Add +0.3% 21,970 $3.8M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -56.0% 21,810 $3.8M
Brookstone Capital Management 0.05% Add +2.6% 21,728 $3.7M
Advisors Asset Management, Inc. 0.07% Add +21.1% 21,647 $3.7M
SAM Advisors, LLC 1.34% Reduce -2.1% 21,515 $3.7M
Yarbrough Capital, LLC 0.14% No change 21,500 $3.7M
Fiduciary Alliance LLC 0.37% New 21,216 $3.7M
Blair William & Co. 0.01% Add +6.0% 21,188 $3.6M
Kentucky Retirement Systems 0.11% Reduce -1.4% 21,060 $3.6M
Plato Investment Management Ltd 0.27% Add +23.2% 20,892 $3.6M
Tidal Investments LLC 0.03% Add +6.8% 20,931 $3.6M
Summit Global Investments 0.22% Add +0.9% 20,860 $3.6M
Kestra Advisory Services, LLC 0.02% Add +287.2% 20,853 $3.6M
Commerce Bank 0.02% Reduce -0.3% 20,528 $3.5M
Venture Visionary Partners LLC 0.15% Add +20.1% 20,254 $3.5M
Strategic Global Advisors, LLC 0.64% Add +3.9% 20,249 $3.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +162.1% 18,143 $3.4M
Verition Fund Management LLC 0.02% Add +66.7% 19,775 $3.4M
Lake Street Advisors Group, LLC 0.16% Add +181.8% 19,517 $3.4M
Lodestone Wealth Management LLC 1.67% Reduce -1.4% 19,335 $3.3M
Peapack Gladstone Financial Corp. 0.05% Reduce -5.2% 19,191 $3.3M
Hartford Investment Management Co. 0.11% Reduce -1.5% 19,012 $3.3M
Integrated Advisors Network LLC 0.16% Reduce -10.0% 18,861 $3.2M
W.G. Shaheen & Associates DBA Whitney & Co 0.34% Reduce -4.4% 18,532 $3.2M
Ieq Capital, LLC 0.03% Add +10.4% 18,313 $3.2M
Prospera Financial Services Inc 0.07% Add +0.7% 17,977 $3.1M
CIBC Private Wealth Group LLC 0.01% Add +314.1% 17,410 $3.0M
Atria Wealth Solutions, Inc. 0.03% Reduce -9.3% 17,524 $3.0M
Spirit of America Management Corp. 0.61% No change 17,500 $3.0M
Diversified Trust Co. 0.07% Add +65.3% 17,319 $3.0M
Hamilton Capital Partners Inc. 0.22% Add +39.7% 17,285 $3.0M
Maryland State Retirement & Pension System 0.06% Reduce -6.5% 17,275 $3.0M
Sheaff Brock Investment Advisors, LLC 0.26% Reduce -1.0% 17,116 $2.9M
Caprock Group, LLC 0.10% Add +8.8% 17,040 $2.9M
Oppenheimer Asset Management Inc. 0.04% Reduce -5.1% 16,888 $2.9M
Algert Global LLC 0.07% Add +7.4% 16,771 $2.9M
Louisiana State Employees Retirement System 0.05% Reduce -4.6% 16,500 $2.8M
Equitable Holdings, Inc. 0.03% Add +21.4% 16,440 $2.8M
Securian Asset Management, Inc. 0.08% Reduce -3.1% 16,418 $2.8M
Redmond Asset Management, LLC 0.70% Reduce -2.4% 16,350 $2.8M
NEOS Investment Management LLC 0.07% Add +29.7% 16,292 $2.8M
Composition Wealth, LLC 0.06% Add +77.3% 16,230 $2.8M
Tower Research Capital LLC (TRC) 0.06% Reduce -17.5% 16,219 $2.8M
Swiss Life Asset Management Ltd 0.02% Add +97.5% 16,235 $2.8M
&partners 0.03% Add +136.6% 15,784 $2.8M
Lido Advisors, LLC 0.02% Add +2.4% 15,908 $2.7M
Kestra Private Wealth Services, LLC 0.05% Add +406.9% 15,893 $2.7M
Alberta Investment Management Corp 0.02% No change 15,500 $2.7M
Financial Management Network Inc. 0.55% Add +0.4% 15,147 $2.7M
Gotham Asset Management 0.03% Reduce -52.4% 15,367 $2.6M
Aware Super Pty Ltd as trustee of Aware Super 0.04% — 15,243 $2.6M
Groupama Asset Managment 0.05% Add +97.1% 15,221 $2.6M
Adell Harriman & Carpenter Inc. 0.18% Reduce -1.4% 14,740 $2.5M
E. Ohman J:or Asset Management AB 0.06% Add +15.8% 14,700 $2.5M
New Mexico Educational Retirement Board 0.08% Reduce -8.2% 14,595 $2.5M
Avantax Advisory Services, Inc. 0.02% Add +11.4% 14,504 $2.5M
U S Wealth Group, Llc. 1.87% — 14,329 $2.5M
Erste Asset Management GmbH 0.03% Add +6.8% 14,100 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +7.0% 13,996 $2.4M
HUB Investment Partners, LLC 0.10% Add +1.4% 13,930 $2.4M
Legacy Wealth Asset Management, LLC 0.65% Reduce -2.1% 13,916 $2.4M
Cascade Investment Group, Inc. 1.70% Reduce -1.8% 13,821 $2.4M
Diligent Investors, LLC 0.54% Reduce -0.7% 13,673 $2.4M
Clough Capital Partners L P 0.27% No change 13,600 $2.3M
CCM Investment Advisers LLC 0.26% Reduce -0.1% 13,425 $2.3M
United Capital Financial Advisors, LLC 0.02% Reduce -12.5% 13,400 $2.3M
Jamison Private Wealth Management, Inc. 0.34% Add +22.7% 13,377 $2.3M
Guggenheim Capital LLC 0.02% Reduce -88.7% 13,372 $2.3M
Cunning Capital Partners, LP 1.37% No change 13,265 $2.3M
Moran Wealth Management, LLC 0.07% Reduce -1.1% 13,261 $2.3M
Jaffetilchin Investment Partners, LLC 0.16% Add +1.1% 12,907 $2.2M
Carret Asset Management, LLC 0.24% No change 12,883 $2.2M
Brevan Howard Capital Management LP 0.06% Reduce -58.0% 12,794 $2.2M
Tower Bridge Advisors 0.24% Reduce -0.4% 12,775 $2.2M
Slagle Financial, LLC 0.99% Add +9.8% 12,767 $2.2M
Red Cedar Investment Management, LLC 0.28% Reduce -27.5% 12,748 $2.2M
Marshall Wace, LLP 0.00% Add +243.6% 12,549 $2.2M
Inspire Trust Co, N.A. 0.55% No change 12,500 $2.2M
Agf Management Ltd. 0.01% Add +6.5% 12,500 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -5.9% 12,442 $2.1M
Park Avenue Securities LLC 0.02% Add +0.6% 12,420 $2.1M
Convergence Investment Partners, LLC 0.48% Add +5.2% 12,369 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -56.6% 12,268 $2.1M
Del-Sette Capital Management, LLC 1.69% Reduce -4.1% 12,063 $2.1M
Signet Financial Management, LLC 0.26% Reduce -0.2% 11,811 $2.0M
Stamos Capital Partners, L.P. 0.48% Add +97.7% 11,780 $2.0M
Fortem Financial Group, LLC 0.77% Add +0.3% 11,599 $2.0M
Howland Capital Management LLC 0.09% Reduce -1.5% 11,342 $2.0M
Wellington Shields Capital Management, LLC 0.34% Reduce -7.5% 11,305 $1.9M
Presima Securities ULC 0.48% No change 11,302 $1.9M
Ontario Teachers Pension Plan Board 0.03% Reduce -38.2% 11,299 $1.9M
Cascade Investment Advisors, Inc. 1.24% Reduce -0.4% 11,213 $1.9M
GKV Capital Management Co., Inc. 0.78% — 11,170 $1.9M
Ritholtz Wealth Management 0.06% Add +12.3% 11,068 $1.9M
Simplex Trading, LLC 0.05% New 11,052 $1.9M
Arbor Capital Management Inc. 1.83% Reduce -11.6% 10,605 $1.9M
J. Safra Sarasin Holding AG 0.03% Reduce -61.4% 10,790 $1.9M
KG Capital Management 0.59% Reduce -0.3% 11,042 $1.8M
Walleye Capital LLC 0.02% Add +260.8% 10,575 $1.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.22% Reduce -5.1% 10,562 $1.8M
Integrated Wealth Concepts LLC 0.02% Reduce -3.5% 10,526 $1.8M
Orion Porfolio Solutions, LLC 0.02% Add +3.8% 10,526 $1.8M
Orion Portfolio Solutions, LLC 0.02% Add +3.8% 10,526 $1.8M
iA Global Asset Management Inc. 0.03% Reduce -4.4% 10,380 $1.8M
Praxis Investment Management Inc. 0.12% Reduce -10.1% 10,279 $1.8M
Western Financial Corp 0.97% Add +10.7% 10,237 $1.8M
Meeder Advisory Services, Inc. 0.11% Reduce -0.2% 10,156 $1.7M
Pine Valley Investments Ltd Liability Co 0.11% No change 10,085 $1.7M
Promethium Advisors,llc 1.19% Add +1.6% 10,068 $1.7M
CreativeOne Wealth, LLC 0.05% Add +33.1% 10,057 $1.7M
BCGM Wealth Management, LLC 0.55% Add +1.4% 10,016 $1.7M
Alpine Woods Capital Investors, LLC 0.33% Add +6.3% 9,981 $1.7M
Sienna Gestion 0.12% Reduce -89.2% 9,979 $1.7M
Mystic Asset Management, Inc. 0.46% Reduce -0.2% 9,960 $1.7M
Greenleaf Trust 0.02% Add +2.1% 9,939 $1.7M
Pitcairn Co. 0.10% Add +0.6% 9,895 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 9,738 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.29% Add +21.1% 10,990 $1.7M
Cwm, LLC 0.01% Add +3.4% 9,705 $1.7M
Jeppson Wealth Management, LLC 0.60% Reduce -2.5% 9,680 $1.7M
Choreo, LLC 0.02% Reduce -5.9% 9,736 $1.7M
NewEdge Wealth, LLC 0.03% Add +15.8% 9,647 $1.7M
Quantbot Technologies LP 0.06% New 9,627 $1.7M
Ossiam 0.03% Reduce -26.1% 9,553 $1.6M
Castle Rock Wealth Management, LLC 0.39% Add +2.6% 8,880 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% Reduce -1.1% 9,488 $1.6M
Perpetual Ltd 0.02% Reduce -11.0% 9,440 $1.6M
B. Metzler seel. Sohn & Co. AG 0.02% No change 9,409 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -75.8% 9,246 $1.6M
SteelPeak Wealth, LLC 0.07% Add +18.8% 9,153 $1.6M
Affinity Investment Advisors, LLC 1.30% Reduce -21.7% 9,084 $1.6M
One Capital Management, LLC 0.05% No change 9,079 $1.6M
Norden Group LLC 0.18% Reduce -0.3% 9,004 $1.6M
Donoghue Forlines LLC 0.52% Reduce -59.5% 8,952 $1.5M
Cullen Capital Management, LLC 0.02% Reduce -16.5% 8,936 $1.5M
one8zero8, LLC 0.33% — 8,868 $1.5M
Morangie Management LLC 1.24% — 8,810 $1.5M
Apollon Wealth Management, LLC 0.03% Add +30.5% 8,746 $1.5M
MIdWestOne Financial Group, Inc. 0.21% Add +48.9% 8,732 $1.5M
Penserra Capital Management LLC 0.03% Reduce -9.4% 8,739 $1.5M
Assetmark, Inc. 0.00% Reduce -2.5% 8,545 $1.5M
Hennion & Walsh Asset Management, Inc. 0.06% Add +1.1% 8,309 $1.4M
Valeo Financial Advisors, LLC 0.04% Reduce -12.6% 8,256 $1.4M
Oddo BHF Asset Management Sas 0.07% Add +21.2% 8,202 $1.4M
Palogic Value Management, L.P. 0.57% Add +0.3% 8,157 $1.4M
Harvest Portfolios Group Inc. 0.05% Add +45.7% 8,146 $1.4M
Frank, Rimerman Advisors LLC 0.10% Add +2.6% 8,031 $1.4M
Bedel Financial Consulting, Inc. 0.19% No change 7,618 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -4.8% 7,921 $1.4M
Qtron Investments LLC 0.19% No change 7,798 $1.3M
Chung Wu Investment Group, LLC 1.34% — 7,750 $1.3M
Renaissance Group LLC 0.05% Reduce -5.6% 7,689 $1.3M
Prudential PLC 0.01% Reduce -12.6% 7,646 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -0.6% 7,602 $1.3M
AXS Investments LLC 0.36% Reduce -3.8% 7,507 $1.3M
Illinois Municipal Retirement Fund 0.02% No change 7,454 $1.3M
Bramshill Investments, LLC 0.20% Reduce -0.5% 7,433 $1.3M
GC Wealth Management RIA, LLC 0.22% Add +19.3% 7,408 $1.3M
CFM Wealth Partners LLC 0.21% Add +15.6% 7,285 $1.3M
TrueWealth Advisors, LLC 0.42% No change 7,260 $1.3M
Kintegral Advisory, LLC 0.12% Reduce -4.4% 7,258 $1.2M
Chesapeake Asset Management LLC 1.16% No change 7,205 $1.2M
Yelin Lapidot Holdings Management Ltd. 0.21% No change 7,150 $1.2M
SG Americas Securities, LLC 0.01% Add +48.0% 7,151 $1.2M
Secured Retirement Advisors, LLC 0.70% New 7,138 $1.2M
Argentarii, LLC 0.62% — 7,136 $1.2M
Black Swift Group, LLC 0.26% Reduce -41.3% 7,060 $1.2M
Gabelli Funds LLC 0.01% Reduce -6.7% 7,000 $1.2M
Gifford Fong Associates 0.30% No change 7,000 $1.2M
Carmel Capital Partners, LLC 0.48% Add +0.8% 6,954 $1.2M
Highland Capital Management, LLC 0.07% New 6,909 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Add +38.4% 6,827 $1.2M
Quantitative Investment Management, LLC 0.09% New 6,714 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -5.1% 6,710 $1.2M
Wedmont Private Capital 0.06% Add +3.3% 6,727 $1.2M
Knollwood Investment Advisory, LLC 0.12% No change 6,650 $1.1M
Shell Asset Management Co. 0.05% No change 6,592 $1.1M
AlphaQuest LLC 0.15% New 6,565 $1.1M
GMO 0.00% Reduce -0.4% 6,526 $1.1M
Perigon Wealth Management, LLC 0.03% Reduce -2.7% 6,459 $1.1M
Nebula Research & Development LLC 0.13% New 6,433 $1.1M
Harbor Capital Advisors, Inc. 0.05% Add +2.5% 6,343 $1.1M
Retirement Planning Co of New England, Inc. 0.53% Reduce -0.7% 6,324 $1.1M
Coldstream Capital Management Inc. 0.02% Add +3.3% 6,318 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -3.0% 6,314 $1.1M
Keybank National Association 0.00% Add +3.6% 6,310 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -62.5% 6,309 $1.1M
FNY Investment Advisers, LLC 0.57% Reduce -22.2% 6,300 $1.1M
Bleakley Financial Group, LLC 0.03% Add +1.0% 6,237 $1.1M
Solidarity Wealth, LLC 0.28% No change 6,170 $1.1M
Marino, Stram & Associates LLC 0.24% Reduce -0.0% 6,169 $1.1M
MSH Capital Advisors LLC 0.33% No change 6,114 $1.1M
Compound Planning, Inc. 0.05% Add +6.5% 6,102 $1.1M
Quantum Portfolio Management LLC 0.56% Add +7.5% 6,091 $1.0M
Regal Investment Advisors LLC 0.08% Add +3.7% 6,033 $1.0M
Syon Capital LLC 0.09% Reduce -1.6% 5,997 $1.0M
GF Fund Management Co. LTD. 0.02% — 5,925 $1.0M
Stevens Capital Management LP 0.41% Reduce -71.6% 5,887 $1.0M
HB Wealth Management, LLC 0.01% Add +14.0% 5,851 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -26.0% 5,843 $1.0M
Sigma Planning Corp 0.03% Reduce -3.7% 5,839 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +30.4% 5,812 $1.0M
Adams Asset Advisors, LLC 0.13% No change 5,789 $997K
Aspiriant, LLC 0.04% Reduce -1.3% 5,777 $995K
Clarius Group, LLC 0.07% Reduce -33.9% 5,732 $987K
Radnor Capital Management, LLC 0.16% Reduce -39.5% 5,732 $987K
Parallel Advisors, LLC 0.02% Add +12.9% 5,704 $982K
Investors Research Corp 0.22% Reduce -10.2% 5,688 $980K
Checchi Capital Advisers, LLC 0.07% Reduce -0.2% 5,564 $958K
Signaturefd, LLC 0.02% Add +1.3% 5,542 $954K
Wellington Shields & Co., LLC 0.29% Reduce -3.5% 5,500 $947K
Ascentis Independent Advisors 0.18% Add +823.0% 5,418 $933K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,279 $933K
Applied Finance Capital Management, LLC 0.04% Reduce -5.4% 5,378 $926K
GAMMA Investing LLC 0.08% Add +13.4% 5,331 $918K
Ballentine Partners, LLC 0.02% Add +12.6% 5,296 $912K
First Hawaiian Bank 0.03% Add +35.0% 5,294 $912K
Ausdal Financial Partners, Inc. 0.08% Reduce -4.5% 5,166 $890K
Profund Advisors LLC 0.03% Reduce -38.9% 5,152 $887K
Inceptionr LLC 0.20% Reduce -11.6% 5,150 $887K
Gilman Hill Asset Management, LLC 0.15% Reduce -5.6% 5,146 $886K
Morningstar Investment Management LLC 0.07% Reduce -4.0% 5,123 $882K
TBH Global Asset Management, LLC 0.21% Add +0.0% 5,104 $879K
Emergent Wealth Advisors, LLC 0.63% Add +2.2% 5,085 $876K
Genesee Capital Advisors, LLC 0.41% Reduce -1.6% 5,055 $871K
Vestmark Advisory Solutions, Inc. 0.03% Add +1.4% 5,015 $864K
Chilton Capital Management LLC 0.04% Reduce -51.7% 5,001 $861K
American Assets Inc. 0.27% No change 5,000 $861K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -1.0% 4,959 $854K
Evergreen Capital Management LLC 0.03% Reduce -3.9% 4,954 $853K
Monument Capital Management 0.23% Reduce -1.3% 4,921 $848K
Impact Partnership Wealth, LLC 0.17% Add +0.5% 4,908 $845K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 4,900 $844K
WESPAC Advisors, LLC 0.62% New 4,882 $841K
Highline Wealth Partners LLC 0.27% Add +0.3% 4,879 $840K
Invst, LLC 0.10% Add +0.6% 4,853 $836K
Benjamin Edwards Inc. 0.01% Reduce -1.2% 4,837 $833K
American Trust Investment Advisors, LLC 0.34% Add +24.0% 4,832 $832K
Summit Securities Group LLC 0.31% Add +182.4% 4,801 $827K
InTrack Investment Management Inc 0.57% Add +54.6% 4,743 $823K
Monetary Management Group Inc. 0.21% No change 4,775 $822K
Veridan Wealth LLC 0.38% — 4,722 $819K
Cubist Systematic Strategies, LLC 0.01% New 4,686 $807K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -34.3% 4,646 $800K
NorthRock Partners, LLC 0.03% Add +1.2% 4,633 $798K
Mufg Securities Americas Inc. 0.10% — 4,528 $780K
Heritage Trust Co 0.09% — 4,527 $780K
Pekin Hardy Strauss, Inc. 0.10% No change 4,515 $778K
Gallagher Fiduciary Advisors, LLC 0.15% Add +7.3% 4,509 $777K
Mediolanum International Funds Ltd 0.01% No change 4,531 $772K
Manske Wealth Management 0.31% — 4,463 $769K
Michels Family Financial, LLC 0.70% — 4,439 $764K
Portside Wealth Group, LLC 0.13% Add +6.8% 4,435 $764K
IHT Wealth Management, LLC 0.02% Reduce -16.2% 4,417 $761K
Savant Capital, LLC 0.01% Add +0.7% 4,407 $759K
Sumitomo Life Insurance Co. 0.01% Reduce -3.5% 4,401 $758K
EP Wealth Advisors, LLC 0.01% Add +137.1% 4,388 $756K
Alta Wealth Advisors LLC 0.32% Reduce -0.2% 4,294 $739K
Pinnacle Associates Ltd. 0.01% Add +92.5% 4,232 $729K
Prestige Wealth Management Group LLC 0.15% Reduce -0.2% 4,229 $728K
Wedbush Securities Inc. 0.03% Reduce -2.9% 4,225 $728K
Horizon Investments, LLC 0.02% Add +0.6% 4,220 $727K
Principal Securities, Inc. 0.02% Add +4.2% 4,140 $713K
Inspire Advisors, LLC 0.09% Reduce -0.2% 4,110 $708K
Dorsey & Whitney Trust CO LLC 0.04% Add +13.6% 4,090 $704K
Nabity-Jensen Investment Management Inc 0.53% No change 4,065 $700K
Two Sigma Securities, LLC 0.13% New 4,061 $699K
Trust Co. of Vermont 0.03% Reduce -0.7% 4,053 $698K
Future Financial Wealth Managment LLC 0.51% Reduce -4.6% 4,029 $694K
Commerzbank Aktiengesellschaft 0.02% Add +7.2% 4,046 $692K
Ellevest, Inc. 0.04% Reduce -29.6% 4,004 $690K
Capital Management Associates 0.81% No change 4,000 $689K
Catalyst Funds Management Pty Ltd 0.17% Reduce -58.3% 4,000 $689K
Joel Isaacson & Co., LLC 0.03% Add +17.1% 3,978 $685K
Belpointe Asset Management LLC 0.04% No change 4,069 $681K
Sunbelt Securities, Inc. 0.06% Reduce -0.8% 3,944 $674K
Callan Family Office, LLC 0.04% Add +143.6% 3,905 $672K
World Investment Advisors 0.02% Add +9.7% 3,878 $668K
Beacon Investment Advisors LLC 0.31% Add +0.5% 3,853 $664K
SkyView Investment Advisors, LLC 0.11% Add +1.2% 3,848 $663K
Tritonpoint Wealth, LLC 0.06% Add +0.2% 3,809 $656K
Larson Financial Group LLC 0.03% Add +8.7% 3,806 $655K
Schechter Investment Advisors, LLC 0.05% Reduce -3.2% 3,805 $655K
IFP Advisors, Inc 0.02% Add +4.5% 3,735 $643K
RS Crum Inc. 0.16% Reduce -0.0% 3,722 $641K
Mgo One Seven LLC 0.02% Add +5.0% 3,696 $637K
Summit Financial, LLC 0.02% Add +27.0% 3,696 $637K
Tobias Financial Advisors, Inc. 0.13% Add +0.9% 3,694 $636K
SVB Wealth LLC 0.01% New 3,681 $634K
PFG Investments, LLC 0.04% Reduce -0.1% 3,671 $632K
Forte Capital LLC 0.07% Reduce -1.9% 3,657 $630K
Harvest Fund Management Co., Ltd 0.03% Reduce -40.7% 3,650 $628K
Fifth Third Wealth Advisors LLC 0.03% Add +2.4% 3,639 $627K
HighPoint Advisor Group LLC 0.03% Add +1.8% 3,396 $626K
Ghe, LLC 0.25% No change 3,633 $626K
Oak Grove Capital LLC 0.12% No change 3,600 $620K
Everhart Financial Group, Inc. 0.13% Add +6.9% 3,558 $613K
Alpha Cubed Investments, LLC 0.03% Add +9.4% 3,551 $612K
Rothschild Investment LLC 0.04% Add +0.6% 3,544 $610K
Premier Path Wealth Partners, LLC 0.09% Reduce -68.3% 3,539 $609K
Murphy Pohlad Asset Management LLC 0.26% Reduce -12.4% 3,536 $609K
Bearing Point Capital, LLC 0.13% — 3,532 $608K
Element Wealth, LLC 0.31% Add +0.8% 3,479 $599K
Spire Wealth Management 0.02% New 3,465 $597K
Sage Mountain Advisors LLC 0.04% Add +6.3% 3,452 $594K
Jump Financial, LLC 0.01% Reduce -74.1% 3,432 $591K
Gables Capital Management Inc. 0.28% Reduce -0.7% 3,415 $588K
Ofi Invest Asset Management 0.01% — 3,530 $587K
ORG Partners LLC 0.08% Add +13.0% 3,403 $587K
Schulhoff & Co. Inc. 0.21% Add +1.0% 3,399 $585K
Yoffe Investment Management, LLC 0.87% — 3,383 $583K
Mather Group, Llc. 0.01% Reduce -3.0% 3,356 $578K
Cigna Investments Inc. 0.10% No change 3,348 $577K
Supplemental Annuity Collective Trust of NJ 0.17% No change 3,300 $568K
Graypoint LLC 0.03% Reduce -0.2% 3,297 $568K
Hilltop Holdings Inc. 0.04% Reduce -35.9% 3,293 $567K
Balyasny Asset Management L.P. 0.00% Reduce -97.0% 3,254 $560K
Fourpath Capital Management, LLC 0.10% No change 3,225 $555K
Vise Technologies, Inc. 0.05% Add +133.0% 3,223 $555K
American Investment Services, Inc. 0.10% No change 3,203 $552K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.5% 3,188 $549K
Stephens Inc. 0.01% Reduce -5.1% 3,181 $548K
Allworth Financial LP 0.00% Add +140.6% 3,152 $545K
White Pine Capital LLC 0.18% Add +5.0% 3,149 $542K
Proficio Capital Partners LLC 0.04% Add +31.9% 3,149 $542K
XTX Topco Ltd 0.05% New 3,131 $539K
Foster & Motley Inc. 0.04% No change 3,128 $539K
First Dallas Securities Inc. 0.22% Reduce -13.9% 3,100 $534K
Cohen Klingenstein LLC 0.02% No change 3,100 $534K
Oxford Financial Group, LTD. LLC 0.03% Add +5.9% 3,090 $532K
United Advisor Group, LLC 0.11% Reduce -0.6% 3,088 $532K
Unique Wealth Strategies, LLC 0.23% Add +5.5% 3,050 $525K
Quadrant Capital Group LLC 0.04% Reduce -1.9% 3,038 $523K
AlphaCore Capital LLC 0.11% New 3,029 $522K
Capital Investment Advisors, LLC 0.01% Add +0.8% 3,020 $520K
Diversify Wealth Management, LLC 0.04% Add +2.5% 3,035 $519K
Roble, Belko & Company, Inc 0.08% No change 3,000 $517K
Merrion Investment Management Co, LLC 0.36% No change 3,000 $517K
Westover Capital Advisors, LLC 0.11% No change 3,000 $517K
Jackson Square Capital, LLC 0.12% Add +1.4% 2,992 $515K
Prime Capital Investment Advisors, LLC 0.01% Add +2.4% 2,990 $515K
Ostrum Asset Management 0.04% Reduce -4.0% 2,987 $514K
Private Trust Co. NA 0.05% Add +41.5% 2,978 $513K
Independent Financial Group, LLC 0.02% Reduce -8.1% 2,968 $511K
First National Bank Sioux Falls 0.22% No change 2,965 $511K
Lazari Capital Management, Inc. 0.20% Add +2.8% 2,962 $510K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 2,954 $509K
Market Street Wealth Management Advisors LLC 0.08% Add +2.7% 2,925 $504K
Sompo Asset Management Co., Ltd. 0.08% New 2,910 $501K
WASHINGTON TRUST Co 0.02% No change 2,899 $499K
Lederer & Associates Investment Counsel 0.35% Reduce -3.6% 2,899 $499K
Avestar Capital, LLC 0.05% Add +9.3% 2,895 $499K
Arete Wealth Advisors, LLC 0.04% Reduce -14.3% 2,856 $492K
Mogy Joel R Investment Counsel Inc. 0.03% No change 2,825 $486K
Bradley Foster & Sargent Inc. 0.01% Add +6.3% 2,803 $483K
Magnolia Capital Advisors LLC 0.12% Add +51.2% 2,801 $482K
Robertson Stephens Wealth Management, LLC 0.02% Add +8.7% 2,799 $482K
Mutual Advisors, LLC 0.01% Reduce -0.4% 2,784 $481K
Smartleaf Asset Management LLC 0.05% Add +37.2% 2,801 $479K
Optimum Investment Advisors 0.21% Reduce -6.7% 2,779 $479K
Lantern Wealth Advisors, LLC 0.31% No change 2,775 $478K
International Assets Investment Management, LLC 0.04% Reduce -54.8% 2,752 $478K
Strategic Financial Concepts, LLC 0.09% Add +0.6% 2,768 $477K
Sustainable Insight Capital Management, LLC 0.21% New 2,749 $473K
Strategic Advocates LLC 0.16% Reduce -15.0% 2,744 $473K
Stratos Wealth Partners, LTD. 0.01% Add +8.4% 2,723 $469K
Nilsine Partners, LLC 0.05% Add +9.8% 2,712 $467K
Autumn Glory Partners, LLC 0.23% Reduce -50.0% 2,710 $467K
Washington Trust Bank 0.04% No change 2,709 $467K
Phocas Financial Corp. 0.06% New 2,706 $466K
Rossmore Private Capital 0.06% Reduce -15.6% 2,700 $465K
Ascent Group, LLC 0.03% Add +17.3% 2,677 $461K
Schnieders Capital Management LLC 0.09% No change 2,656 $457K
Glass Jacobson Investment Advisors llc 0.15% Add +1.5% 2,642 $455K
Bokf, NA 0.01% Reduce -34.5% 2,648 $453K
Brown, Lisle/Cummings, Inc. 0.14% Add +12.9% 2,628 $453K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +20.1% 2,619 $451K
JDM Financial Group LLC 0.23% Reduce -4.2% 2,555 $440K
Baker Avenue Asset Management, LP 0.01% Add +82.9% 2,550 $439K
Farther Finance Advisors, LLC 0.02% Reduce -8.8% 2,536 $437K
Asset Planning,Inc 0.33% — 2,535 $437K
Octavia Wealth Advisors, LLC 0.05% Reduce -1.6% 2,532 $436K
Legacy Financial Advisors, Inc. 0.07% Add +1.8% 2,530 $436K
Opinicus Capital, Inc. 0.37% Reduce -6.6% 2,521 $434K
Personal Cfo Solutions, LLC 0.09% Reduce -70.9% 2,516 $433K
Sagespring Wealth Partners, LLC 0.01% — 2,504 $431K
New England Research & Management, Inc. 0.22% Reduce -2.9% 2,505 $431K
Welch Group, LLC 0.02% Add +0.2% 2,520 $431K
Financial Sense Advisors, Inc. 0.14% No change 2,500 $431K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 2,500 $431K
Insigneo Advisory Services, LLC 0.04% Reduce -3.8% 2,494 $429K
Huntleigh Advisors, Inc. 0.09% — 2,463 $424K
Sargent Investment Group, LLC 0.07% New 2,430 $420K
DAVENPORT & Co LLC 0.00% Add +21.2% 2,430 $418K
Hutchens & Kramer Investment Management Group, LLC 0.23% Reduce -2.1% 2,420 $417K
Merit Financial Group, LLC 0.01% New 2,416 $416K
O'ROURKE & COMPANY, Inc 0.20% Reduce -11.1% 2,408 $415K
Aptus Capital Advisors, LLC 0.00% Add +49.1% 2,408 $415K
Silverleafe Capital Partners, LLC 0.13% No change 2,400 $413K
Meridian Wealth Management, LLC 0.02% Add +7.2% 2,422 $413K
UMB Bank, n.a. 0.01% Add +2.8% 2,391 $412K
Resurgent Financial Advisors LLC 0.24% New 2,377 $409K
CW Advisors, LLC 0.01% Reduce -25.6% 2,362 $407K
Ibex Wealth Advisors 0.05% New 2,346 $404K
Journey Strategic Wealth LLC 0.02% Add +0.3% 2,346 $404K
Lindbrook Capital, LLC 0.04% Add +0.7% 2,344 $404K
Titleist Asset Management, LLC 0.05% Add +0.2% 2,336 $402K
Manchester Capital Management LLC 0.05% Add +0.2% 2,323 $400K
V-Square Quantitative Management LLC 0.06% Add +10.0% 2,319 $399K
LS Investment Advisors, LLC 0.06% Add +30.0% 2,316 $399K
Embree Financial Group 0.07% Reduce -8.6% 2,299 $396K
Jefferies Financial Group Inc. 0.00% Reduce -83.0% 2,267 $390K
Affinity Wealth Management LLC 0.07% No change 2,261 $389K
LRI Investments, LLC 0.04% No change 2,252 $388K
Burney Co./ 0.01% Add +42.7% 2,251 $388K
Fulcrum Capital LLC 0.08% New 2,246 $387K
Fidelis Capital Partners, LLC 0.04% Add +1.6% 2,226 $386K
Resonant Capital Advisors, LLC 0.03% Add +4.3% 2,236 $385K
Abn Amro Investment Solutions 0.01% Reduce -48.9% 2,227 $384K
Howard Capital Management, LLC 0.01% Add +5.1% 2,217 $382K
Bard Financial Services, Inc. 0.05% No change 2,210 $381K
Alteri Wealth LLC 0.10% — 2,196 $378K
Redhawk Wealth Advisors, Inc. 0.05% No change 2,195 $378K
Walter & Keenan Wealth Management LLC /in/ 0.11% Add +0.5% 2,192 $377K
Conning Inc. 0.01% Reduce -5.4% 2,189 $377K
Geller Advisors LLC 0.02% Reduce -1.2% 2,181 $376K
CWA Asset Management Group, LLC 0.02% Reduce -75.6% 2,171 $374K
Brooklyn Investment Group 0.11% Add +0.4% 2,163 $372K
Novare Capital Management LLC 0.03% Reduce -2.3% 2,150 $370K
Regions Financial Corp. 0.00% Add +20.2% 2,140 $369K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.9% 2,123 $366K
Kaizen Financial Strategies 0.21% Add +1.1% 2,121 $365K
Kathmere Capital Management, LLC 0.03% Add +2.3% 2,110 $363K
Rehmann Capital Advisory Group 0.02% Reduce -2.6% 2,109 $363K
Stratos Wealth Advisors, LLC 0.02% Reduce -17.4% 2,108 $363K
Catalina Capital Group, LLC 0.12% Add +5.9% 2,104 $362K
Freedom Investment Management, Inc. 0.03% Reduce -8.3% 2,096 $361K
Simon Quick Advisors, LLC 0.02% Add +37.5% 2,088 $360K
William Allan Corp 0.22% Add +7.0% 2,063 $355K
Rockland Trust Co. 0.02% No change 2,050 $353K
EverSource Wealth Advisors, LLC 0.02% Add +5.6% 2,029 $349K
Lafayette Investments, Inc. 0.07% Reduce -4.7% 2,025 $349K
Manchester Financial Inc. 0.08% No change 2,021 $348K
Fulton Bank, N.A. 0.01% New 2,009 $346K
1620 Investment Advisors, Inc. 0.27% Add +2.1% 2,008 $346K
WealthTrust Axiom LLC 0.10% No change 2,000 $344K
Atlas Private Wealth Advisors 0.05% No change 2,000 $344K
SageView Advisory Group, LLC 0.01% Add +10.3% 1,979 $341K
Mission Wealth Management, LP 0.01% Add +8.6% 1,974 $340K
Intrust Bank NA 0.03% Reduce -12.7% 1,937 $334K
Financial Counselors Inc. 0.00% No change 1,922 $331K
4WEALTH Advisors, Inc. 0.34% — 1,922 $331K
Badgley Phelps Wealth Managers, LLC 0.01% Add +34.0% 1,921 $331K
Good Life Advisors, LLC 0.02% Reduce -2.3% 1,908 $329K
Indie Asset Partners, LLC 0.26% Add +0.5% 1,908 $329K
Gateway Investment Advisers LLC 0.00% Reduce -7.5% 1,895 $326K
DRW Securities, LLC 0.02% Add +11.2% 1,890 $325K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,889 $325K
IFG Advisory, LLC 0.02% New 1,877 $323K
Cetera Trust Company, N.A 0.21% Reduce -8.5% 1,875 $323K
Jane Street Group, LLC 0.00% Reduce -99.1% 1,861 $320K
First Foundation Advisors 0.01% Reduce -35.9% 1,860 $320K
Piedmont Capital Management, LLC 0.19% Add +0.2% 1,849 $320K
LJI Wealth Management, LLC 0.06% Reduce -14.0% 1,849 $318K
Intrua Financial, LLC 0.05% Reduce -27.8% 1,849 $318K
AMG National Trust Bank 0.01% New 1,845 $318K
Great Lakes Advisors, LLC 0.00% Reduce -3.9% 1,840 $317K
Johnson Investment Counsel Inc. 0.00% Reduce -4.1% 1,838 $316K
Cornerstone Advisory, LLC 0.04% Add +3.2% 1,697 $314K
Elevation Wealth Partners, LLC 0.13% Reduce -9.9% 1,819 $313K
Regent Peak Wealth Advisors LLC 0.07% Reduce -0.3% 1,814 $312K
Quotient Wealth Partners, LLC 0.01% Add +5.5% 1,806 $311K
American State Bank (Iowa) 0.19% No change 1,804 $310K
Prudent Man Advisors, LLC 0.11% Reduce -9.4% 1,781 $307K
Bridgefront Capital, LLC 0.10% New 1,777 $306K
Whalerock Point Partners, LLC 0.07% No change 1,776 $306K
Shelton Capital Management 0.01% No change 1,763 $304K
Augustine Asset Management Inc. 0.08% Reduce -3.8% 1,751 $302K
Socha Financial Group, LLC 0.14% Add +6.1% 1,750 $301K
Cabot Wealth Management Inc. 0.04% No change 1,745 $301K
Raiffeisen Bank International AG 0.00% — 1,755 $300K
Fort Sheridan Advisors LLC 0.04% No change 1,739 $299K
VELA Investment Management, LLC 0.10% No change 1,734 $299K
Brighton Jones LLC 0.01% New 1,713 $295K
Optas, LLC 0.06% Reduce -3.1% 1,710 $294K
Deseret Mutual Benefit Administrators 0.14% Add +0.1% 1,696 $292K
Childress Capital Advisors, LLC 0.08% Add +3.6% 1,689 $291K
BNP Paribas 0.00% No change 1,688 $291K
Strategic Wealth Investment Group, LLC 0.02% No change 1,687 $291K
Stock Yards Bank & Trust Co. 0.01% Reduce -0.4% 1,684 $290K
Platform Technology Partners 0.09% Reduce -13.4% 1,662 $286K
Icon Wealth Advisors, LLC 0.02% Add +0.9% 1,661 $286K
Worth Venture Partners, LLC 2.80% No change 1,650 $284K
111 Capital 0.06% — 1,648 $284K
Aster Capital Management (DIFC) Ltd 0.11% Reduce -90.1% 1,644 $283K
Winthrop Capital Management, LLC 0.08% New 1,655 $283K
Paradigm Asset Management Co. LLC 0.08% Reduce -78.9% 1,635 $282K
Mission Creek Capital Partners, Inc. 0.06% Add +15.1% 1,628 $280K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.8% 1,623 $280K
Weiss Asset Management LP 0.01% Reduce -98.6% 1,623 $279K
Modera Wealth Management, LLC 0.00% Add +14.2% 1,621 $279K
Creative Financial Designs Inc. 0.02% Add +284.1% 1,621 $279K
TD Private Client Wealth LLC 0.01% Add +11.2% 1,595 $275K
Clientfirst Wealth Management, LLC 0.28% — 1,593 $274K
SlateStone Wealth, LLC 0.03% Add +16.3% 1,593 $274K
CI Investments Inc. 0.00% Reduce -9.3% 1,577 $272K
Alliance Wealth Advisors, LLC 0.07% Add +1.9% 1,578 $272K
Godshalk Welsh Capital Management, Inc. 0.18% No change 1,575 $271K
Carnegie Investment Counsel 0.01% Add +4.3% 1,569 $270K
Kovack Advisors, Inc. 0.03% Add +11.4% 1,568 $270K
North Star Investment Management Corp. 0.02% No change 1,560 $269K
Parcion Private Wealth LLC 0.02% No change 1,558 $268K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -7.9% 1,558 $268K
Fiduciary Trust Co 0.00% Add +2.5% 1,542 $265K
U.S. Capital Wealth Advisors, LLC 0.01% Add +6.0% 1,534 $264K
First Bancorp, Inc 0.18% Add +0.2% 1,531 $264K
Dorsey Wright & Associates 0.06% Reduce -0.9% 1,526 $263K
Diversify Advisory Services, LLC 0.01% New 1,537 $263K
Jacobi Capital Management LLC 0.02% Reduce -6.3% 1,523 $262K
Vicus Capital 0.02% Reduce -1.2% 1,522 $262K
Tiaa Trust, National Association 0.00% Add +3.0% 1,521 $262K
Lavaca Capital LLC 0.11% No change 1,500 $258K
Man Group plc 0.00% Reduce -68.5% 1,500 $258K
Flow Traders U.S. LLC 0.01% New 1,498 $258K
Kingsview Wealth Management, LLC 0.01% Add +0.1% 1,490 $257K
Howard Capital Management Group, LLC 0.02% No change 1,490 $257K
Advus Financial Partners, LLC 0.07% Add +21.6% 1,487 $256K
Synovus Financial Corp. 0.00% Reduce -43.2% 1,480 $256K
MRP Capital Investments, LLC 0.23% Reduce -4.8% 1,475 $254K
Krane Funds Advisors LLC 0.01% Reduce -8.5% 1,472 $253K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Add +0.1% 1,468 $253K
Global Retirement Partners, LLC 0.01% Reduce -4.5% 1,468 $253K
BSW Wealth Partners 0.04% Reduce -0.1% 1,467 $253K
Baader Bank Aktiengesellschaft 0.02% Reduce -20.2% 1,465 $252K
Legacy Advisors, LLC 0.02% Reduce -3.0% 1,460 $251K
NFSG Corp 0.06% New 1,455 $250K
Harbor Investment Advisory, LLC 0.02% Reduce -31.4% 1,453 $250K
PDS Planning, Inc 0.02% Add +0.5% 1,453 $250K
First Horizon Advisors, Inc. 0.01% Add +0.1% 1,452 $250K
Virtus Investment Advisers, LLC 0.20% New 1,450 $250K
Catalyst Financial Partners LLC 0.05% Add +6.7% 1,442 $248K
PAX Financial Group, LLC 0.04% Reduce -1.0% 1,435 $247K
Breakwater Capital Group 0.05% No change 1,430 $246K
Bragg Financial Advisors, Inc 0.01% New 1,429 $246K
Leo Wealth, LLC 0.02% Reduce -12.9% 1,418 $244K
Gryphon Financial Partners LLC 0.04% Reduce -9.2% 1,417 $244K
Triad Wealth Partners, LLC 0.09% New 1,400 $241K
Keel Point, LLC 0.02% Add +5.7% 1,399 $241K
Simmons Bank 0.02% Add +3.7% 1,397 $241K
AE Wealth Management LLC 0.00% Add +10.3% 1,395 $240K
KMG Fiduciary Partners, LLC 0.02% Add +0.1% 1,388 $239K
Barry Investment Advisors, LLC 0.08% Reduce -0.1% 1,387 $239K
Smithfield Trust Co 0.01% No change 1,374 $238K
NorthCoast Asset Management LLC 0.00% New 1,364 $236K
LMG Wealth Partners, LLC 0.05% New 1,366 $235K
CX Institutional 0.01% New 1,351 $233K
Silver Lake Group, L.L.C. 0.00% No change 1,350 $232K
Bison Wealth, LLC 0.05% Reduce -25.2% 1,349 $232K
Purkiss Capital Advisors LLC 0.20% — 1,346 $232K
Samalin Investment Counsel, LLC 0.10% Reduce -25.8% 1,341 $231K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Add +12.6% 1,340 $231K
Balboa Wealth Partners 0.05% Add +9.9% 1,339 $231K
GTS Securities LLC 0.01% Reduce -73.2% 1,335 $230K
Dark Forest Capital Management LP 0.03% Reduce -61.1% 1,330 $229K
Silvercrest Asset Management Group LLC 0.00% No change 1,328 $229K
Moody National Bank Trust Division 0.02% Reduce -0.2% 1,316 $227K
ICONIQ Capital, LLC 0.00% New 1,311 $226K
Canopy Partners, LLC 0.08% No change 1,284 $221K
Blue Trust, Inc. 0.00% Reduce -70.5% 1,281 $221K
Ridgewood Investments LLC 0.11% No change 1,280 $220K
Activest Wealth Management 0.06% Reduce -1.2% 1,275 $220K
Logan Capital Management Inc. 0.01% Add +0.2% 1,275 $220K
Longboard Asset Management, LP 0.58% — 1,273 $219K
Texas Bank & Trust Co 0.09% — 1,257 $216K
Cidel Asset Management Inc. 0.01% Reduce -6.3% 1,255 $216K
EPG Wealth Management LLC 0.06% No change 1,254 $216K
Cascade Financial Partners, LLC 0.03% New 1,248 $215K
Argyle Capital Partners, LLC 0.18% — 1,247 $215K
L2 Asset Management, LLC 0.05% Reduce -5.9% 1,245 $214K
Chancellor Financial Group WB LP 0.17% — 1,235 $213K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -20.5% 1,233 $212K
GAMCO Investors 0.00% Reduce -3.9% 1,230 $212K
Parkside Financial Bank & Trust 0.03% Add +0.5% 1,227 $211K
Sentry Investment Management LLC 0.10% Reduce -14.0% 1,226 $211K
Moors & Cabot, Inc. 0.01% Reduce -2.1% 1,223 $211K
Strategic Advisors LLC 0.04% Reduce -10.7% 1,222 $211K
D'Orazio & Associates, Inc. 0.03% Add +2.1% 1,215 $209K
OneAscent Family Office, LLC 0.38% — 1,207 $208K
Certuity, LLC 0.02% Reduce -55.8% 1,204 $207K
Jacobson & Schmitt Advisors, LLC 0.04% No change 1,200 $207K
Sava Infond d.o.o. 0.04% — 1,200 $207K
Flputnam Investment Management Co. 0.00% Add +0.1% 1,198 $206K
Arax Advisory Partners 0.01% Add +236.0% 1,196 $206K
Hilltop National Bank 0.06% No change 1,193 $205K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -2.1% 1,191 $205K
Excalibur Management Corp. 0.08% No change 1,189 $205K
Five Oceans Advisors 0.09% Reduce -14.1% 1,185 $204K
Marcum Wealth, LLC 0.02% New 1,180 $203K
Bridgewater Associates 0.00% New 1,179 $203K
Ariadne Wealth Management, LP 0.09% New 1,123 $203K
Stance Capital LLC 0.12% — 1,165 $201K
Black Diamond Financial, LLC 0.03% New 1,163 $200K
CENTRAL TRUST Co 0.00% Reduce -0.1% 1,162 $200K
Thompson Investment Management, Inc. 0.03% Reduce -3.1% 1,091 $188K
Motco 0.02% No change 1,083 $187K
TFC Financial Management, Inc. 0.03% No change 1,058 $182K
Cromwell Holdings LLC 0.10% No change 1,013 $174K
Vestor Capital, LLC 0.01% Add +0.5% 1,005 $173K
AllSquare Wealth Management LLC 0.10% No change 1,000 $172K
Versant Capital Management, Inc 0.04% Add +72.8% 999 $172K
Atlantic Edge Private Wealth Management, LLC 0.05% Reduce -27.8% 975 $168K
CoreCap Advisors, LLC 0.01% Add +29.2% 906 $156K
Y.D. More Investments Ltd 0.01% Add +4.9% 904 $156K
Morse Asset Management, Inc 0.04% Reduce -2.2% 900 $155K
Stelac Advisory Services LLC 0.06% No change 881 $152K
CVA Family Office, LLC 0.02% Add +22.1% 873 $150K
Centaurus Financial, Inc. 0.01% Add +1.6% 867 $149K
Geneos Wealth Management Inc. 0.01% New 850 $146K
Rosenberg Matthew Hamilton 0.04% No change 823 $142K
Atala Financial Inc 0.10% — 821 $141K
Silvant Capital Management LLC 0.01% No change 821 $141K
XY Capital Ltd 0.15% New 773 $133K
Venturi Wealth Management, LLC 0.01% Add +19.9% 746 $128K
Harbour Investments, Inc. 0.00% Add +2.6% 744 $128K
Muzinich & Co., Inc. 0.09% No change 731 $126K
Capital Analysts, LLC 0.00% Reduce -4.6% 712 $123K
Montag A & Associates Inc. 0.01% No change 702 $121K
Clearstead Advisors, LLC 0.00% Reduce -48.6% 664 $114K
Global X Japan Co., Ltd. 0.01% Add +9.9% 655 $113K
Kapitalo Investimentos Ltda 0.08% New 654 $113K
Fortitude Family Office, LLC 0.04% No change 647 $111K
Sittner & Nelson, LLC 0.05% No change 644 $111K
Park Place Capital Corp 0.03% No change 634 $109K
Concord Wealth Partners 0.02% No change 632 $109K
United Community Bank 0.04% No change 622 $107K
Carolinas Wealth Consulting LLC 0.02% Reduce -5.5% 601 $103K
Farmers & Merchants Investments Inc. 0.00% No change 598 $103K
Eisler Capital Management Ltd. 0.00% — 556 $96K
Headlands Technologies LLC 0.01% Reduce -25.0% 557 $96K
Caldwell Sutter Capital, Inc. 0.04% Add +1.9% 547 $94K
Westend Capital Management, LLC 0.03% No change 541 $93K
Central Pacific Bank - Trust Division 0.01% Reduce -37.6% 538 $93K
Missouri Trust & Investment Co 0.03% No change 526 $91K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +23.0% 508 $88K
Quent Capital, LLC 0.01% Add +45.5% 502 $86K
PFS Partners, LLC 0.05% No change 500 $86K
NBT Bank, N.A. 0.01% No change 500 $86K
Mowery & Schoenfeld Wealth Management, LLC 0.16% Add +14.1% 477 $82K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +3.4% 461 $79K
Concourse Financial Group Securities, Inc. 0.00% Reduce -32.9% 453 $78K
GHP Investment Advisors, Inc. 0.00% Add +1.2% 433 $75K
Tobam 0.02% Reduce -29.4% 417 $72K
JTC Employer Solutions Trustee Ltd 0.01% No change 412 $70K
First Financial Corp. 0.03% No change 400 $69K
Hoey Investments, Inc. 0.01% No change 375 $65K
Catalyst Capital Advisors LLC 0.00% New 363 $63K
Nordwand Advisors, LLC 0.02% No change 346 $60K
Compass Wealth Management LLC 0.01% No change 345 $59K
Capital Advisors, Ltd. LLC 0.01% No change 345 $59K
Delta Asset Management LLC 0.01% No change 340 $59K
Balefire, LLC 0.02% New 335 $58K
Anchor Investment Management, LLC 0.01% No change 334 $58K
Centerpoint Advisors, LLC 0.02% No change 327 $56K
IAG Wealth Partners, LLC 0.01% No change 315 $54K
Kozak & Associates, Inc. 0.01% Add +1.3% 306 $54K
First Pacific Financial 0.01% No change 312 $54K
Sierra Ocean, LLC 0.04% — 310 $54K
Edmond DE Rothschild Holding S.A. 0.00% No change 310 $53K
Financial Freedom, LLC 0.03% Add +1.0% 308 $53K
Towne Trust Company, N.A 0.02% No change 300 $52K
Rise Advisors, LLC 0.02% Add +2.1% 290 $50K
Avior Wealth Management, LLC 0.00% Add +2.2% 283 $49K
Indiana Trust & Investment Management Co 0.02% No change 265 $46K
Stonebridge Financial Group, LLC 0.01% — 264 $45K
Golden State Wealth Management, LLC 0.01% — 263 $45K
Zions Bancorporation, N.A. 0.00% No change 259 $45K
Key Financial Inc 0.01% No change 255 $44K
Trivant Custom Portfolio Group, LLC 0.03% No change 250 $43K
Princeton Global Asset Management LLC 0.01% Reduce -50.0% 250 $43K
Eastern Bank 0.00% No change 250 $43K
Trust Co 0.00% Reduce -86.3% 246 $42K
PSI Advisors, LLC 0.01% No change 244 $42K
Salem Investment Counselors Inc. 0.00% Reduce -2.4% 243 $42K
MV Capital Management, Inc. 0.00% Reduce -0.4% 242 $42K
Synergy Asset Management, LLC 0.00% New 242 $41K
Wingate Wealth Advisors, Inc. 0.04% — 237 $41K
BOK Financial Private Wealth, Inc. 0.00% Add +0.4% 236 $41K
Arlington Trust Co LLC 0.01% No change 233 $40K
Bogart Wealth, LLC 0.00% No change 229 $39K
DT Investment Partners, LLC 0.00% No change 228 $39K
Beacon Capital Management, LLC 0.01% Add +0.9% 221 $38K
Bruce G. Allen Investments, LLC 0.03% Reduce -1.4% 213 $37K
Colonial Trust Co / SC 0.01% Add +37.5% 209 $36K
WPG Advisers, LLC 0.03% — 208 $36K
Webster Bank, N. A. 0.00% No change 200 $34K
TCTC Holdings, LLC 0.00% New 199 $34K
Valley National Advisers Inc. 0.01% No change 202 $34K
Caisse Des Depots Et Consignations 0.00% — 178 $31K
New England Capital Financial Advisors LLC 0.01% New 173 $30K
Covestor Ltd 0.02% Add +9.2% 166 $29K
WR Wealth Planners, LLC 0.01% Add +328.2% 167 $29K
Brown Brothers Harriman & Co. 0.00% Add +17.9% 165 $28K
Hopwood Financial Services, Inc. 0.02% — 160 $28K
Clearstead Trust, LLC 0.01% No change 158 $27K
GW&K Investment Management, LLC 0.00% Add +2.0% 155 $27K
Atwood & Palmer Inc. 0.00% No change 155 $27K
Boyd Watterson Asset Management LLC 0.01% No change 153 $26K
West Paces Advisors Inc. 0.01% No change 138 $24K
Riverview Trust Co 0.02% No change 135 $23K
Van Hulzen Asset Management, LLC 0.00% New 130 $22K
Kestra Investment Management, LLC 0.00% New 128 $22K
Global Financial Private Client, LLC 0.01% Reduce -0.8% 127 $22K
Abound Wealth Management 0.01% Add +0.8% 126 $22K
AdvisorNet Financial, Inc 0.00% Reduce -30.1% 123 $21K
Grove Bank & Trust 0.00% Add +64.3% 115 $20K
Washington Trust Advisors, Inc. 0.00% Add +16.3% 114 $20K
Fairscale Capital, LLC 0.02% No change 110 $19K
Duncker Streett & Co. Inc. 0.00% New 109 $19K
Riggs Asset Managment Co. Inc. 0.01% No change 109 $19K
Raleigh Capital Management Inc. 0.01% Reduce -11.5% 108 $19K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -26.2% 107 $18K
Asset Dedication, LLC 0.00% Add +45.2% 106 $18K
Pathway Financial Advisers, LLC 0.01% Add +1.9% 106 $18K
Grayhawk Investment Strategies Inc. 0.03% No change 105 $18K
Ancora Advisors LLC 0.00% No change 105 $18K
Bangor Savings Bank 0.00% New 103 $18K
Financial Gravity Companies, Inc. 0.00% Add +0.0% 101 $17K
MPWM Advisory Solutions, LLC 0.01% — 100 $17K
First United Bank & Trust 0.01% Reduce -11.5% 100 $17K
DiNuzzo Private Wealth, Inc. 0.00% New 100 $17K
Provenance Wealth Advisors, LLC 0.00% No change 100 $17K
Pacific Center for Financial Services 0.00% No change 99 $17K
Financial Management Professionals, Inc. 0.00% Add +11.4% 88 $15K
Providence First Trust Co 0.01% New 87 $15K
True Wealth Design, LLC 0.01% Add +7.6% 85 $15K
Quarry LP 0.00% New 84 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +26.1% 82 $14K
Hemington Wealth Management 0.00% No change 85 $14K
Glen Eagle Advisors, LLC 0.00% Add +175.9% 80 $14K
Murphy & Mullick Capital Management Corp 0.01% — 77 $13K
Center for Financial Planning, Inc. 0.00% No change 76 $13K
Putney Financial Group LLC 0.01% — 75 $13K
Park Square Financial Group, LLC 0.01% — 75 $13K
Private Wealth Management Group, LLC 0.00% No change 75 $13K
Maryland Capital Advisors Inc. 0.01% New 73 $13K
Whipplewood Advisors, LLC 0.01% — 73 $13K
Hollencrest Capital Management 0.00% Add +1.4% 73 $13K
Wolff Wiese Magana LLC 0.01% No change 71 $12K
Bell Investment Advisors, Inc 0.00% Reduce -4.0% 71 $12K
Christopher J. Hasenberg, Inc 0.00% No change 69 $12K
Atlas Capital Advisors Inc. 0.00% Reduce -69.3% 69 $12K
Hexagon Capital Partners LLC 0.00% No change 68 $12K
LMR Partners LLP 0.00% Reduce -97.3% 68 $12K
Dunhill Financial, LLC 0.01% Add +34.0% 67 $12K
Aventura Private Wealth, LLC 0.01% — 65 $11K
Costello Asset Management, INC 0.01% Add +5.0% 63 $11K
Richardson Financial Services Inc. 0.01% Reduce -50.0% 60 $10K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -80.3% 61 $10K
Sandy Spring Bank 0.00% New 58 $10K
Financial Life Planners 0.01% — 58 $10K
Coppell Advisory Solutions LLC 0.00% Add +81.3% 58 $10K
Cullen/Frost Bankers, Inc. 0.00% Reduce -12.9% 54 $9K
Anfield Capital Management, LLC 0.00% No change 53 $9K
Oakworth Capital, Inc. 0.00% No change 52 $9K
Parkworth Wealth Management, Inc. 0.01% — 52 $9K
Financial Perspectives, Inc 0.00% New 52 $9K
Godsey & Gibb, Inc. 0.00% No change 50 $9K
Colonial Trust Advisors 0.00% No change 50 $9K
Transce3nd, LLC 0.00% — 48 $8K
High Note Wealth, LLC 0.00% New 48 $8K
Avion Wealth 0.00% Add +6.8% 47 $8K
Gold Investment Management Ltd. 0.00% No change 45 $8K
Plante Moran Financial Advisors, LLC 0.00% Add +2150.0% 45 $8K
Adirondack Trust Co. 0.00% Reduce -39.4% 40 $7K
Johnson Financial Group, Inc. 0.00% Reduce -61.0% 39 $7K
Aspect Partners, LLC 0.00% No change 38 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 38 $7K
Continuum Advisory, LLC 0.00% No change 37 $6K
Medallion Wealth Advisors, LLC 0.00% — 37 $6K
Richards, Merrill & Peterson, Inc. 0.00% — 35 $6K
Creative Capital Management Investments LLC 0.00% No change 33 $6K
Winch Advisory Services, LLC 0.00% New 32 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $5K
Orion Capital Management LLC 0.00% New 30 $5K
Sachetta, LLC 0.00% Reduce -11.8% 30 $5K
Leonteq Securities AG 0.00% Reduce -21.1% 30 $5K
Archer Investment Corp 0.00% No change 29 $5K
SouthState Bank Corp 0.00% No change 27 $5K
Independence Bank of Kentucky 0.00% Reduce -37.5% 25 $4K
American National Bank & Trust 0.00% Reduce -91.9% 25 $4K
Briaud Financial Planning Inc 0.00% New 26 $4K
Davis Capital Management 0.00% No change 23 $4K
Red Tortoise LLC 0.00% No change 23 $4K
Raffa Wealth Management, LLC 0.00% Reduce -32.4% 23 $4K
NewSquare Capital LLC 0.00% New 23 $4K
MCF Advisors LLC 0.00% No change 22 $4K
HM Payson & Co. 0.00% Reduce -18.5% 22 $4K
Financial Network Wealth Advisors LLC 0.01% New 21 $4K
Cassady Schiller Wealth Management, LLC 0.00% New 21 $4K
Lee Danner & Bass Inc. 0.00% New 21 $4K
Strategic Investment Solutions, Inc. 0.00% New 24 $3K
Capital & Planning, LLC 0.00% — 20 $3K
Oarsman Capital, Inc. 0.00% New 20 $3K
Cornerstone Planning Group LLC 0.00% Add +12.5% 18 $3K
McIlrath & Eck, LLC 0.00% No change 18 $3K
Clark Wealth Partners 0.00% — 17 $3K
PFG Private Wealth Management, LLC 0.00% No change 17 $3K
Darwin Wealth Management, LLC 0.00% No change 17 $3K
New Millennium Group LLC 0.00% Add +14.3% 16 $3K
Quest 10 Wealth Builders, Inc. 0.00% — 15 $3K
Eagle Bay Advisors LLC 0.00% Reduce -17.6% 14 $2K
Cape Investment Advisory, Inc. 0.00% Add +133.3% 14 $2K
Core Alternative Capital 0.00% No change 14 $2K
HHM Wealth Advisors, LLC 0.00% New 10 $2K
JFS Wealth Advisors, LLC 0.00% No change 10 $2K
Principia Wealth Advisory, LLC 0.00% — 10 $2K
WealthTrak Capital Management LLC 0.00% — 8 $1K
Decker Retirement Planning Inc. 0.00% — 7 $1K
New Wave Wealth Advisors LLC 0.00% New 7 $1K
Nvwm, LLC 0.00% Add +16.7% 7 $1K
Sherman Asset Management, Inc. 0.00% — 6 $1K
Old Second National Bank of Aurora 0.00% New 6 $1K
Wood Tarver Financial Group, LLC 0.00% — 9 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
Copia Wealth Management 0.00% — 5 $861
YANKCOM Partnership 0.00% — 5 $861
Winnacle Wealth LLC 0.00% — 5 $851
Capital A Wealth Management, LLC 0.00% — 4 $689
Nemes Rush Group LLC 0.00% New 4 $689
Sugar Maple Asset Management, LLC 0.00% New 3 $517
West Branch Capital LLC 0.00% No change 3 $517
Creekmur Asset Management LLC 0.00% No change 3 $517
SOA Wealth Advisors, LLC. 0.00% New 2 $344
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $344
Lanark Financial, Inc. 0.03% — 1 $319
REAP Financial Group, LLC 0.00% New 1 $86

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