Simon Property GroupSPG
13F holders, Q4 2024 (December 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $672.6M |
| Exits | 88 | $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.