Simon Property GroupSPG

13F holders, Q1 2025 (March 31)
1,200holders +8
98new positions
91sold out
11famous investors
$165.99avg. 13F price*

At the end of Q1 2025, 1,200 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 8 from Q4 2024. 98 opened new positions and 91 sold out. The largest holders were Vanguard Group Inc. ($7.6B), BlackRock, Inc. ($6.5B) and State Street Corp. ($3.5B). 11 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Simon Property Group Inc.
Sector
Real Estate
CUSIP
828806109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions98$358.8M
Exits91$172.3M

All 13F filers, Q4 2024 → Q1 2025: 18,721,595 shares bought and 18,567,831 shares sold, net +153,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,200 holders

Vanguard Group Inc. 0.14% Add +0.6% 45,689,998 $7.6B
BlackRock, Inc. 0.14% Add +0.7% 39,273,430 $6.5B
State Street Corp. 0.15% Add +1.0% 21,223,678 $3.5B
Cohen & Steers, Inc. 3.44% Reduce -32.1% 11,199,607 $1.9B
Geode Capital Management, LLC 0.12% Add +3.3% 9,464,835 $1.6B
Norges Bank 0.20% Reduce -26.5% 8,789,804 $1.5B
Bank of America Corp. 0.10% Add +2.6% 6,605,482 $1.1B
Capital World Investors 0.15% Add +707.7% 5,617,975 $933.0M
Northern Trust Corp. 0.14% Add +1.8% 5,558,982 $923.2M
Morgan Stanley 0.06% Reduce -1.9% 5,394,283 $895.9M
JPMorgan Chase & Co. 0.06% Add +3.0% 4,852,195 $805.9M
Dimensional Fund Advisors LP 0.19% Reduce -0.2% 4,526,409 $751.7M
Nuveen, LLC 0.22% — 4,364,989 $724.9M
Legal & General Group Plc 0.17% Add +1.7% 3,803,236 $631.6M
Charles Schwab Investment Management Inc. 0.11% Add +0.7% 3,661,402 $608.1M
Invesco Ltd. 0.12% Reduce -13.2% 3,661,203 $608.1M
FMR LLC 0.04% Reduce -3.2% 3,646,493 $605.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +6.6% 3,636,637 $604.0M
T. Rowe Price Associates Inc. 0.07% Reduce -9.6% 3,303,117 $548.6M
Principal Financial Group Inc. 0.30% Add +133.0% 3,206,458 $532.5M
Deutsche Bank AG 0.21% Reduce -11.7% 3,169,681 $526.4M
Goldman Sachs Group Inc. 0.09% Add +19.7% 2,868,576 $476.4M
Boston Partners 0.49% Reduce -2.5% 2,441,855 $405.4M
Smead Capital Management, Inc. 6.66% Reduce -8.7% 2,336,798 $388.1M
Bank of New York Mellon Corp 0.07% Reduce -1.4% 2,236,112 $371.4M
Daiwa Securities Group Inc. 1.45% Reduce -29.9% 2,065,018 $343.0M
CBRE Investment Management Listed Real Assets LLC 4.68% Add +15.3% 1,827,015 $303.4M
Resolution Capital Ltd 5.82% Add +45.8% 1,799,574 $298.9M
Centersquare Investment Management LLC 2.78% Reduce -2.3% 1,618,038 $268.7M
Royal Bank of Canada 0.06% Add +15.5% 1,561,615 $259.4M
HSBC Holdings PLC 0.17% Add +42.9% 1,531,952 $253.8M
Amundi 0.09% Reduce -7.2% 1,604,051 $250.4M
Russell Investments Group, Ltd. 0.34% Reduce -1.5% 1,471,269 $244.2M
Sumitomo Mitsui Trust Group, Inc. 0.17% Reduce -3.6% 1,424,256 $236.5M
Los Angeles Capital Management LLC 0.97% Add +19.9% 1,326,445 $220.3M
Ameriprise Financial Inc. 0.06% Add +5.4% 1,311,637 $217.7M
Prudential Financial Inc. 0.29% Reduce -6.9% 1,244,118 $206.6M
UBS Group AG 0.04% Add +17.8% 1,220,962 $202.8M
Massachusetts Financial Services Co. 0.07% New 1,188,446 $197.4M
Sei Investments Co. 0.22% Reduce -8.5% 1,032,352 $171.5M
Bessemer Group Inc. 0.29% Reduce -6.2% 990,440 $164.5M
National Pension Service 0.16% Add +8.6% 974,697 $161.9M
Schroder Investment Management Group 0.16% Reduce -5.1% 970,160 $161.1M
HighTower Advisors, LLC 0.22% Add +2.2% 956,469 $158.9M
Citadel Advisors 0.15% Reduce -6.8% 934,955 $155.3M
Swiss National Bank 0.11% Reduce -0.1% 920,227 $152.8M
Wellington Management Group LLP 0.03% Reduce -0.7% 914,887 $151.9M
Panagora Asset Management Inc. 0.73% Reduce -12.8% 874,571 $145.2M
CANADA LIFE ASSURANCE Co 0.26% Add +10.0% 873,199 $145.2M
Wells Fargo & Company 0.03% Add +2.1% 868,364 $144.2M
PGGM Investments 1.93% Reduce -30.6% 859,843 $142.8M
Duff & Phelps Investment Management Co. 1.66% Add +0.2% 855,848 $142.1M
KBC Group NV 0.44% Reduce -2.9% 854,832 $142.0M
Hamlin Capital Management, LLC 3.19% Add +26.2% 801,728 $133.2M
Alliancebernstein L.P. 0.05% Add +2.9% 787,147 $130.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +9.9% 766,768 $127.3M
Franklin Resources Inc. 0.04% Reduce -1.6% 745,029 $123.7M
Macquarie Group Ltd. 0.15% Add +36.5% 733,934 $121.9M
Rhumbline Advisers 0.11% Reduce -5.6% 685,513 $113.8M
Parnassus Investments, LLC 0.27% Reduce -6.7% 670,528 $111.4M
Allianz Asset Management GmbH 0.16% Add +36.0% 663,216 $110.1M
Bank of Montreal 0.06% Reduce -20.8% 650,864 $108.1M
Barclays PLC 0.05% Add +44.3% 637,631 $105.9M
Aberdeen Group plc 0.20% Add +51.5% 619,550 $102.0M
Asset Management One Co., Ltd. 0.35% Add +2.3% 601,571 $99.9M
Public Employees Retirement System of Ohio 0.35% Add +1.9% 578,169 $96.0M
Neuberger Berman Group LLC 0.08% Reduce -54.5% 576,572 $95.8M
APG Asset Management US Inc. 0.72% Add +1.4% 562,210 $93.6M
Voloridge Investment Management, LLC 0.34% Add +278.2% 558,225 $92.7M
BNP Paribas Financial Markets 0.07% Reduce -7.9% 541,696 $90.0M
California Public Employees Retirement System 0.06% Reduce -2.1% 534,056 $88.7M
American Century Companies Inc. 0.05% Reduce -22.2% 533,233 $88.6M
Acadian Asset Management LLC 0.25% Add +354.5% 530,630 $88.1M
Nomura Asset Management Co. Ltd. 0.27% Add +4.7% 528,957 $87.8M
California State Teachers Retirement System 0.11% Reduce -0.5% 519,211 $86.2M
Raymond James Financial Inc. 0.03% Add +5.5% 480,385 $79.8M
Heitman Real Estate Securities LLC 5.15% Add +26.1% 478,044 $79.4M
Artemis Investment Management LLP 1.18% Add +224.4% 465,371 $77.3M
Lasalle Investment Management Securities LLC 3.37% Reduce -14.5% 463,862 $77.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Reduce -18.9% 446,038 $74.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.52% — 419,869 $69.7M
Canada Pension Plan Investment Board 0.07% Reduce -62.6% 406,793 $67.6M
TCW Group Inc. 0.59% Reduce -1.6% 395,710 $65.7M
Capital Advisors Inc. 1.29% Add +22.3% 391,692 $65.1M
Adelante Capital Management LLC 4.86% Reduce -27.9% 386,479 $64.2M
Skandinaviska Enskilda Banken AB (publ) 0.31% Reduce -0.1% 373,548 $62.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% Add +27.6% 371,757 $61.7M
PNC Financial Services Group, Inc. 0.03% Add +1.1% 365,707 $60.7M
Stifel Financial Corp. 0.06% Reduce -4.1% 352,104 $58.5M
Citigroup Inc. 0.04% Add +66.0% 350,059 $58.1M
LPL Financial LLC 0.02% Reduce -2.6% 349,158 $58.0M
Robeco Institutional Asset Management B.V. 0.11% Add +43.2% 343,702 $57.1M
Ensign Peak Advisors, Inc 0.11% No change 342,012 $56.8M
Envestnet Asset Management Inc. 0.02% Add +7.1% 318,803 $52.9M
Point72 Asset Management 0.15% New 308,232 $51.2M
State Board of Administration of Florida Retirement System 0.10% No change 308,079 $51.2M
Caisse de depot et placement du Quebec 0.10% Reduce -11.8% 292,300 $48.5M
Allspring Global Investments Holdings, LLC 0.08% Reduce -4.9% 284,794 $47.4M
Storebrand Asset Management As 0.15% Reduce -3.9% 284,810 $47.3M
Aew Capital Management L P 2.27% Add +20.6% 279,435 $46.4M
Millennium Management 0.04% Reduce -63.4% 265,736 $44.1M
New York State Teachers Retirement System 0.10% Reduce -12.7% 263,289 $43.7M
State of New Jersey Common Pension Fund D 0.19% Reduce -4.4% 258,161 $42.9M
FIL Ltd 0.04% Reduce -15.5% 257,403 $42.7M
DekaBank Deutsche Girozentrale 0.08% Add +0.3% 254,087 $41.2M
Manufacturers Life Insurance Company, The 0.04% Add +10.8% 247,728 $41.1M
Worldquant Millennium Advisors LLC 0.26% Reduce -36.1% 247,054 $41.0M
Retirement Systems of Alabama 0.16% Reduce -0.5% 242,403 $40.3M
National Bank of Canada 0.05% Add +40.3% 242,023 $40.2M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Reduce -5.2% 241,656 $40.1M
Korea Investment CORP 0.10% Add +12.4% 239,695 $39.8M
Uniplan Investment Counsel, Inc. 3.98% Reduce -6.0% 238,921 $39.7M
Clark Capital Management Group, Inc. 0.28% New 237,054 $39.4M
Douglas Lane & Associates, LLC 0.57% Reduce -2.7% 234,174 $38.9M
AXA S.A. 0.13% Reduce -5.9% 230,608 $38.3M
STRS Ohio 0.16% Add +3.6% 227,154 $37.7M
Kingsview Wealth Management, LLC 0.69% Add +14747.8% 221,232 $36.7M
State of Tennessee, Department of Treasury 0.14% Add +2.0% 220,410 $36.6M
Royal London Asset Management Ltd. 0.09% Add +18.4% 216,610 $36.0M
Treasurer of the State of North Carolina 0.14% Add +1.1% 215,636 $35.8M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -22.0% 213,408 $35.4M
CORDA Investment Management, LLC. 2.81% Reduce -1.9% 212,633 $35.3M
QRG Capital Management, Inc. 0.36% Add +13.0% 210,802 $35.0M
Voya Investment Management LLC 0.05% Add +16.3% 210,720 $35.0M
AQR Capital Management 0.04% Add +45.4% 211,810 $34.8M
New York State Common Retirement Fund 0.05% Add +4.9% 209,263 $34.8M
Sapient Capital LLC 0.67% Reduce -0.3% 204,494 $34.0M
Victory Capital Management Inc. 0.03% Reduce -5.7% 201,116 $33.4M
Natixis Advisors, LLC 0.06% Reduce -0.5% 196,221 $32.6M
State of Alaska, Department of Revenue 0.37% Add +1.4% 194,602 $32.3M
Fort Washington Investment Advisors Inc. 0.19% Add +4.5% 190,145 $31.6M
Nisa Investment Advisors, LLC 0.16% Reduce -34.4% 189,634 $31.5M
Resona Asset Management Co.,Ltd. 0.18% Add +7.0% 188,472 $31.1M
Aware Super Pty Ltd as trustee of Aware Super 0.52% Add +1118.5% 185,729 $30.8M
Handelsbanken Fonder AB 0.13% Reduce -5.6% 183,935 $30.5M
State of Wisconsin Investment Board 0.08% Add +1.5% 183,169 $30.4M
KLP Kapitalforvaltning As 0.15% Add +2.5% 183,042 $30.4M
D. E. Shaw & Co. 0.04% Add +140.5% 180,468 $30.0M
Minneapolis Portfolio Management Group, LLC 4.09% Reduce -1.0% 177,449 $29.5M
Prana Capital Management, LP 1.20% Add +97.4% 176,891 $29.4M
Pictet Asset Management Holding SA 0.03% Reduce -8.6% 175,678 $29.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +2.9% 175,344 $29.1M
APG Asset Management N.V. 0.09% Reduce -3.8% 189,094 $29.1M
Public Sector Pension Investment Board 0.13% Add +119.0% 174,293 $28.9M
Foundry Partners, LLC 1.53% Add +4.4% 173,571 $28.8M
Mercer Global Advisors Inc. 0.07% Add +21.6% 172,966 $28.7M
Meeder Asset Management Inc. 1.87% Add +2.0% 167,253 $27.8M
Balyasny Asset Management L.P. 0.07% Add +5031.6% 166,981 $27.7M
Brookfield Corp 0.04% Reduce -8.6% 165,657 $27.5M
Employees Retirement System of Texas 0.30% Add +7.4% 164,942 $27.4M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -0.1% 161,337 $26.8M
Factory Mutual Insurance Co. 0.31% No change 160,592 $26.7M
Van Eck Associates Corp. 0.03% Add +4.3% 160,182 $26.6M
Danske Bank A/S 0.08% Reduce -11.4% 159,140 $26.4M
Toronto Dominion Bank 0.06% Reduce -9.3% 151,228 $25.1M
Banco Santander, S.A. 0.27% Add +101.3% 147,640 $24.5M
Analyst IMS Investment Management Services Ltd. 0.94% Add +1.0% 145,307 $24.1M
Squarepoint Ops LLC 0.06% Add +36.9% 144,488 $24.0M
Andra AP-fonden 0.39% Add +24.3% 141,900 $23.6M
TD Asset Management Inc 0.02% Add +10.7% 139,274 $23.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -11.2% 134,671 $22.4M
Mackenzie Financial Corp. 0.03% Reduce -2.2% 133,782 $22.2M
Swedbank AB 0.03% Add +1.3% 130,654 $21.7M
Achmea Investment Management B.V. 0.31% Add +32.9% 129,886 $21.6M
Land & Buildings Investment Management, LLC 4.43% Reduce -6.1% 126,135 $20.9M
Teacher Retirement System of Texas 0.09% Reduce -47.8% 124,946 $20.8M
First Trust Advisors LP 0.02% Reduce -13.3% 124,470 $20.7M
IFM Investors Pty Ltd 0.22% Reduce -7.8% 123,709 $20.5M
New Age Alpha Advisors, LLC 0.92% Reduce -12.9% 123,620 $20.5M
Cibc World Markets Corp. 0.16% Reduce -10.8% 123,561 $20.5M
Vert Asset Management LLC 7.05% Reduce -1.6% 123,422 $20.5M
Thrivent Financial for Lutherans 0.05% Reduce -8.4% 122,288 $20.3M
Qube Research & Technologies Ltd 0.03% Reduce -66.7% 122,193 $20.3M
Advisors Capital Management, LLC 0.31% Reduce -1.6% 121,053 $20.1M
Lighthouse Investment Partners, LLC 0.91% Add +4.3% 120,000 $19.9M
UniSuper Management Pty Ltd 0.14% Add +1.4% 116,862 $19.4M
Focus Partners Wealth 0.05% Reduce -2.1% 114,156 $19.0M
Sound Income Strategies, LLC 1.09% Add +5.6% 111,616 $18.5M
Rockefeller Capital Management L.P. 0.05% Add +17.3% 111,105 $18.5M
Natixis 0.11% Reduce -37.7% 111,065 $18.3M
Susquehanna International Group, LLP 0.03% Reduce -38.6% 110,201 $18.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +2.3% 107,907 $17.9M
Lansforsakringar Fondforvaltning AB (publ) 0.11% Reduce -1.8% 106,825 $17.7M
State of Michigan Retirement System 0.10% No change 104,549 $17.4M
Lazard Asset Management LLC 0.03% Add +7.3% 103,834 $17.2M
Forsta Ap-Fonden 0.13% Add +1.8% 101,900 $16.9M
Van Lanschot Kempen Investment Management N.V. 0.18% Add +26.5% 101,704 $16.9M
Pacific Heights Asset Management LLC 1.13% Reduce -80.0% 100,000 $16.6M
Glenmede Trust Co. NA 0.09% Add +5.7% 97,981 $16.3M
Arizona State Retirement System 0.10% Add +2.4% 95,751 $15.9M
MetLife Investment Management, LLC 0.08% Reduce -1.9% 92,322 $15.3M
Credit Agricole S A 0.06% Add +7.7% 89,171 $14.8M
Creative Planning 0.01% Add +2.4% 87,592 $14.5M
Zimmer Partners, LP 0.29% Add +250.0% 87,500 $14.5M
LBP Am SA 0.22% Reduce -3.7% 87,488 $14.5M
Nissay Asset Management Corp. /Japan 0.09% Add +1.3% 84,567 $14.0M
Candriam S.C.A. 0.09% Reduce -43.6% 82,876 $13.8M
Quantinno Capital Management LP 0.09% Add +39.0% 81,429 $13.5M
Xponance LLC 0.13% Add +11.7% 81,067 $13.5M
Whittier Trust Co. 0.18% Add +1.7% 78,544 $13.0M
Nomura Holdings Inc. 0.07% Add +67.1% 76,407 $12.7M
Corient Private Wealth LP 0.02% Add +2.3% 75,981 $12.6M
Corebridge Financial, Inc. 0.07% Reduce -3.8% 75,806 $12.6M
Independent Advisor Alliance 0.42% Add +9.1% 75,789 $12.6M
Varma Mutual Pension Insurance Co 0.11% Reduce -9.1% 75,349 $12.5M
O'shaughnessy Asset Management, LLC 0.10% Reduce -9.0% 75,173 $12.5M
Federated Hermes, Inc. 0.03% Add +61.3% 73,980 $12.3M
Janney Capital Management LLC 0.84% Reduce -5.2% 73,138 $12.1M
LGT Group Foundation 0.17% Add +2.7% 72,290 $12.0M
Czech National Bank 0.11% Add +5.9% 70,442 $11.7M
Cubist Systematic Strategies, LLC 0.15% Add +1399.9% 70,286 $11.7M
Janney Montgomery Scott LLC 0.03% Add +1.9% 70,286 $11.7M
Edgemoor Investment Advisors, Inc. 1.07% Reduce -0.2% 69,606 $11.6M
Exchange Traded Concepts, LLC 0.21% Add +27.1% 69,465 $11.5M
Biondo Investment Advisors, LLC 1.61% Add +0.9% 68,361 $11.4M
Davis Selected Advisers 0.07% Reduce -15.7% 68,033 $11.3M
Rwa Wealth Partners, LLC 0.14% Add +71.8% 67,841 $11.3M
Payden & Rygel 0.94% Reduce -28.6% 65,650 $10.9M
Mariner, LLC 0.02% Add +4.5% 64,484 $10.7M
Commonwealth Equity Services, LLC 0.02% Add +2.1% 64,320 $10.7M
MML Investors Services, LLC 0.04% Add +15.7% 63,759 $10.6M
Jones Financial Companies LLLP 0.01% Add +11.8% 63,811 $10.6M
SG Americas Securities, LLC 0.04% Add +782.1% 63,080 $10.5M
Huntington National Bank 0.10% Add +5.6% 62,757 $10.4M
Nixon Capital, LLC 3.59% Add +5.1% 62,568 $10.4M
B&I Capital AG 3.38% Reduce -31.1% 62,515 $10.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -0.1% 62,396 $10.4M
American Assets Capital Advisers, LLC 4.33% Reduce -12.3% 62,330 $10.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.30% Reduce -0.7% 61,983 $10.3M
USS Investment Management Ltd 0.08% Add +1.2% 61,964 $10.3M
Amalgamated Bank 0.09% Add +1.8% 61,942 $10.3M
Edgar Lomax Co. 0.64% Reduce -6.0% 61,885 $10.3M
Wealthfront Advisers LLC 0.03% Reduce -2.2% 59,475 $9.9M
US Bancorp \de 0.01% Reduce -0.8% 59,342 $9.9M
DNB Asset Management AS 0.05% Reduce -2.7% 59,251 $9.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +60.2% 59,308 $9.8M
Sun Life Financial Inc. 0.62% No change 59,145 $9.8M
Baron Capital (BAMCO) 0.03% Reduce -5.9% 59,134 $9.8M
ProShare Advisors LLC 0.02% Reduce -1.9% 58,654 $9.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Reduce -16.4% 58,517 $9.7M
TTP Investments, Inc. 4.08% Add +1.6% 58,314 $9.7M
M&T Bank Corp 0.03% Reduce -1.6% 56,842 $9.4M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +8.7% 57,310 $9.4M
Riverview Capital Advisers, LLC 2.94% Reduce -2.9% 56,253 $9.3M
Vestcor Inc 0.31% Add +27.6% 55,650 $9.2M
Man Group plc 0.03% Add +3604.3% 55,565 $9.2M
Metis Global Partners, LLC 0.26% Add +12.6% 54,849 $9.1M
Utah Retirement Systems 0.10% No change 53,507 $8.9M
Ethic Inc. 0.18% Add +1.4% 53,213 $8.9M
SummitTX Capital, L.P. 0.38% — 52,040 $8.6M
Knights of Columbus Asset Advisors LLC 0.59% New 51,904 $8.6M
Allianz SE 0.23% Reduce -3.3% 51,425 $8.5M
Concurrent Investment Advisors, LLC 0.21% Add +10.5% 51,080 $8.5M
Empowered Funds, LLC 0.12% Add +20.1% 49,743 $8.3M
Yousif Capital Management, LLC 0.10% Reduce -1.9% 49,376 $8.2M
Staley Capital Advisers Inc. 0.36% Reduce -9.3% 47,890 $8.0M
Wolverine Trading, LLC 0.25% Add +13.2% 48,401 $8.0M
Police & Firemen's Retirement System of New Jersey 0.08% No change 47,106 $7.8M
CIBC Asset Management Inc 0.03% Reduce -1.0% 46,923 $7.8M
Osaic Holdings, Inc. 0.02% Reduce -6.0% 46,636 $7.8M
Greystone Financial Group, LLC 1.40% Add +15.6% 46,587 $7.7M
Cibc World Market Inc. 0.02% Add +7.0% 45,857 $7.6M
Cetera Investment Advisers 0.01% Add +6.2% 45,776 $7.6M
New York Life Investment Management LLC 0.08% Reduce -0.6% 45,674 $7.6M
GSI Capital Advisors LLC 3.95% Add +2.1% 45,363 $7.5M
Pathstone Holdings, LLC 0.03% Add +0.8% 45,048 $7.5M
Westpac Banking Corp. 0.55% Add +45.6% 44,893 $7.5M
Everett Harris & Co. 0.10% Reduce -2.3% 44,555 $7.4M
Engineers Gate Manager LP 0.12% Add +74.1% 43,481 $7.2M
ASR Vermogensbeheer N.V. 0.11% — 43,286 $7.2M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 43,249 $7.2M
Spectrum Wealth Counsel, LLC 0.85% Reduce -1.6% 42,614 $7.1M
Alpha Omega Wealth Management LLC 1.35% Reduce -3.3% 42,379 $7.0M
Janus Henderson Group PLC 0.00% Add +7.0% 42,466 $7.0M
Bogart Wealth, LLC 0.32% Add +17934.9% 41,300 $6.9M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Add +88.5% 41,105 $6.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +4.1% 40,775 $6.8M
Winslow Asset Management Inc. 1.48% Reduce -3.0% 40,481 $6.7M
Cantor Fitzgerald Investment Advisors L.P. 0.48% Reduce -37.9% 39,567 $6.6M
Pensionfund PDN 4.34% Reduce -11.6% 39,508 $6.6M
ING Groep NV 0.05% Reduce -0.0% 39,163 $6.5M
Truist Financial Corp. 0.01% Add +9.1% 38,276 $6.4M
Nicholas Investment Partners, LP 0.73% Add +39.8% 37,964 $6.3M
Vanguard Personalized Indexing Management, LLC 0.09% Add +5.4% 37,866 $6.3M
Whittier Trust Co. of Nevada Inc. 0.16% Add +4.5% 37,583 $6.2M
Brown Advisory Inc. 0.01% Reduce -11.4% 36,928 $6.1M
Hudson Edge Investment Partners Inc. 1.23% Reduce -12.5% 36,406 $6.0M
Baird Financial Group, Inc. 0.01% Reduce -10.0% 36,234 $6.0M
Investment Management Corp of Ontario 0.12% New 36,130 $6.0M
Oppenheimer & Co. Inc. 0.09% Add +4.2% 35,710 $5.9M
Mutual of America Capital Management LLC 0.07% Reduce -2.9% 35,664 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.0% 35,511 $5.9M
Waters Parkerson & Co., LLC 0.31% Reduce -2.1% 35,371 $5.9M
Allstate Corp. 0.17% Add +14.4% 35,172 $5.8M
Cerity Partners LLC 0.01% Reduce -0.7% 35,142 $5.8M
Elo Mutual Pension Insurance Co 0.13% Add +6.7% 34,646 $5.8M
Crossmark Global Holdings, Inc. 0.10% Reduce -2.6% 34,484 $5.7M
OP Asset Management Ltd 0.10% — 34,392 $5.7M
Oliver Luxxe Assets LLC 1.06% Add +1.2% 34,304 $5.7M
Bank of Nova Scotia 0.01% Reduce -17.8% 34,216 $5.7M
Townsquare Capital LLC 0.06% Add +22.8% 33,991 $5.6M
Sheets Smith Wealth Management 0.70% No change 33,953 $5.6M
Groupe la Francaise 0.12% Add +12.5% 34,000 $5.6M
Unigestion Holding SA 0.33% Reduce -10.3% 33,918 $5.6M
Vident Advisory, LLC 0.08% Reduce -43.3% 33,625 $5.6M
New Insight Wealth Advisors 2.53% Add +0.2% 33,550 $5.6M
Beacon Pointe Advisors, LLC 0.06% Add +10.2% 33,464 $5.6M
Rafferty Asset Management, LLC 0.02% Reduce -17.2% 33,440 $5.6M
MAI Capital Management 0.04% Add +0.4% 33,357 $5.5M
Fred Alger Management, LLC 0.03% Add +8.0% 33,220 $5.5M
Verition Fund Management LLC 0.03% Add +64.2% 32,470 $5.4M
Private Advisor Group, LLC 0.03% Add +0.5% 32,261 $5.4M
Inspire Investing, LLC 0.64% Add +5.7% 32,259 $5.4M
Union Bancaire Privee, UBP SA 0.11% No change 32,100 $5.3M
Intech Investment Management LLC 0.05% Add +8.8% 31,926 $5.3M
Tocqueville Asset Management L.P. 0.09% Reduce -0.8% 31,473 $5.2M
Sterling Capital Management LLC 0.08% Reduce -12.4% 31,280 $5.2M
Aviva PLC 0.01% Add +11.0% 30,557 $5.1M
Norinchukin Bank, The 0.09% Add +10.1% 30,402 $5.0M
McGinn Penninger Investment Management, Inc. 3.27% Reduce -1.4% 30,118 $5.0M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 30,100 $5.0M
Truvestments Capital LLC 1.08% Add +28.0% 29,890 $5.0M
Bruni J V & Co. 0.57% Reduce -4.1% 29,696 $4.9M
Modern Wealth Management, LLC 0.16% Add +5.5% 29,508 $4.9M
Stevens Capital Management LP 1.20% Add +393.8% 29,071 $4.8M
D.A. Davidson & Co. 0.04% Reduce -1.3% 28,879 $4.8M
Fiduciary Alliance LLC 0.47% Add +36.0% 28,864 $4.8M
BDF-Gestion 0.52% No change 28,608 $4.8M
Brevan Howard Capital Management LP 0.14% Add +123.1% 28,546 $4.7M
Rakuten Investment Management, Inc. 0.02% — 28,573 $4.7M
Nordea Investment Management AB 0.00% Add +0.0% 28,174 $4.7M
Condor Capital Management 0.43% Reduce -1.4% 27,733 $4.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.4% 27,690 $4.6M
Bokf, NA 0.08% Add +942.7% 27,611 $4.6M
Sanctuary Advisors, LLC 0.03% Reduce -30.9% 27,260 $4.5M
GeoWealth Management, LLC 0.18% Reduce -3.0% 26,963 $4.5M
Mgo One Seven LLC 0.17% Add +622.9% 26,719 $4.4M
NEOS Investment Management LLC 0.08% Add +63.5% 26,644 $4.4M
Great Valley Advisor Group, Inc. 0.09% Add +4.6% 26,355 $4.4M
Oregon Public Employees Retirement Fund 0.08% Add +0.1% 26,335 $4.4M
tru Independence LLC 1.36% Reduce -36.7% 26,300 $4.4M
Vanderbilt University 0.83% Reduce -16.8% 26,084 $4.3M
Swiss Life Asset Management Ltd 0.03% Add +59.7% 25,934 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.3% 25,854 $4.3M
Diversified Trust Co. 0.11% Add +48.0% 25,636 $4.3M
Federation des caisses Desjardins du Quebec 0.02% Add +81.2% 25,354 $4.2M
Patton Fund Management, Inc. 1.01% Reduce -23.0% 25,206 $4.2M
Atria Investments, Inc 0.05% Add +4.8% 25,196 $4.2M
NewEdge Advisors, LLC 0.02% Reduce -1.1% 25,072 $4.2M
Jane Street Group, LLC 0.01% Add +1235.1% 24,847 $4.1M
Pinebridge Investments, L.P. 0.03% Reduce -85.2% 24,699 $4.1M
Mizuho Securities USA LLC 0.09% Reduce -15.5% 24,557 $4.1M
Cornerstone Wealth Group, LLC 0.34% Add +5.9% 24,517 $4.1M
OMERS ADMINISTRATION Corp 0.04% Add +9.4% 24,288 $4.0M
Fiduciary Group, LLC 0.40% Reduce -0.2% 24,224 $4.0M
Brookstone Capital Management 0.06% Add +11.4% 24,215 $4.0M
Waterloo Capital, L.P. 0.37% Add +9.8% 24,147 $4.0M
Greenland Capital Management LP 0.71% New 24,134 $4.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.37% No change 24,102 $4.0M
Naviter Wealth, LLC 0.48% Add +3.9% 24,037 $4.0M
Gillson Capital LP 0.34% New 23,800 $4.0M
Teachers Retirement System of the State of Kentucky 0.04% Add +4.5% 23,664 $3.9M
Kestra Advisory Services, LLC 0.02% Add +10.2% 22,985 $3.8M
Ieq Capital, LLC 0.03% Add +23.4% 22,599 $3.8M
Soltis Investment Advisors LLC 0.33% Reduce -3.5% 22,409 $3.7M
Donoghue Forlines LLC 1.18% Add +149.7% 22,350 $3.7M
Mubadala Investment Co PJSC 0.02% New 22,298 $3.7M
Captrust Financial Advisors 0.01% Reduce -0.3% 22,209 $3.7M
Fifth Third Bancorp 0.01% Reduce -7.8% 22,142 $3.7M
Kentucky Retirement Systems 0.11% Add +4.9% 22,088 $3.7M
Grassi Investment Management 0.34% Add +0.3% 22,043 $3.7M
Advisory Services Network, LLC 0.07% Reduce -13.2% 21,955 $3.6M
Pacer Advisors, Inc. 0.01% Reduce -32.8% 21,826 $3.6M
Avanza Fonder AB 0.12% Reduce -13.5% 21,232 $3.6M
Capital International, Inc. 0.04% New 21,765 $3.6M
Renaissance Technologies 0.01% New 21,600 $3.6M
Yarbrough Capital, LLC 0.15% No change 21,500 $3.6M
Venture Visionary Partners LLC 0.15% Add +5.9% 21,446 $3.6M
Advisors Asset Management, Inc. 0.07% Reduce -2.2% 21,172 $3.5M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -21.6% 21,120 $3.5M
SAM Advisors, LLC 1.30% Reduce -2.5% 20,967 $3.5M
Commerce Bank 0.02% Add +1.2% 20,778 $3.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +14.0% 20,686 $3.4M
Blair William & Co. 0.01% Reduce -2.6% 20,628 $3.4M
TD Waterhouse Canada Inc. 0.03% Reduce -55.6% 20,271 $3.4M
Vinva Investment Management Ltd 0.13% Reduce -22.5% 20,329 $3.3M
CreativeOne Wealth, LLC 0.10% Add +96.7% 19,778 $3.3M
Integrated Advisors Network LLC 0.17% Add +4.8% 19,764 $3.3M
Strategic Global Advisors, LLC 0.64% Reduce -3.2% 19,609 $3.3M
Gulf International Bank (UK) Ltd 0.11% Reduce -23.5% 19,577 $3.3M
Tidal Investments LLC 0.03% Reduce -7.9% 19,278 $3.2M
Pensionfund Sabic 0.95% Reduce -20.3% 19,206 $3.2M
Avantax Advisory Services, Inc. 0.02% Add +32.3% 19,195 $3.2M
&partners 0.03% Add +20.4% 19,012 $3.1M
Lido Advisors, LLC 0.02% Add +17.5% 18,689 $3.1M
Hartford Investment Management Co. 0.11% Reduce -1.8% 18,674 $3.1M
Peapack Gladstone Financial Corp. 0.05% Reduce -3.6% 18,500 $3.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.32% Reduce -1.3% 18,296 $3.0M
Agf Management Ltd. 0.02% Add +45.5% 18,185 $3.0M
Foundations Investment Advisors, LLC 0.06% Reduce -43.0% 18,047 $3.0M
CIBC Private Wealth Group LLC 0.01% Add +22.6% 21,352 $3.0M
Prospera Financial Services Inc 0.07% Reduce -1.0% 17,792 $3.0M
DoubleLine ETF Adviser LP 0.98% Reduce -19.1% 17,769 $3.0M
Equitable Holdings, Inc. 0.03% Add +6.8% 17,555 $2.9M
Plato Investment Management Ltd 0.24% Reduce -17.3% 17,271 $2.9M
Hamilton Capital Partners Inc. 0.18% Reduce -0.0% 17,282 $2.9M
Walleye Capital LLC 0.04% Add +63.1% 17,246 $2.9M
Spirit of America Management Corp. 0.57% Reduce -2.9% 17,000 $2.8M
Sheaff Brock Investment Advisors, LLC 0.26% Reduce -1.6% 16,850 $2.8M
Redmond Asset Management, LLC 0.72% Add +2.5% 16,760 $2.8M
Louisiana State Employees Retirement System 0.05% No change 16,500 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -1.4% 16,186 $2.7M
Tower Research Capital LLC (TRC) 0.08% Reduce -11.6% 14,337 $2.6M
Composition Wealth, LLC 0.05% Reduce -2.5% 15,817 $2.6M
Lodestone Wealth Management LLC 1.40% Reduce -18.3% 15,788 $2.6M
Kestra Private Wealth Services, LLC 0.04% Reduce -1.3% 15,695 $2.6M
Algert Global LLC 0.06% Reduce -7.0% 15,606 $2.6M
Alberta Investment Management Corp 0.02% No change 15,500 $2.6M
Maryland State Retirement & Pension System 0.06% Reduce -12.4% 15,124 $2.5M
Caprock Group, LLC 0.08% Reduce -11.4% 15,097 $2.5M
Choreo, LLC 0.04% Add +54.8% 15,069 $2.5M
Atria Wealth Solutions, Inc. 0.03% Reduce -14.4% 14,999 $2.5M
GKV Capital Management Co., Inc. 1.20% Add +29.8% 14,500 $2.4M
Adell Harriman & Carpenter Inc. 0.18% Reduce -1.8% 14,475 $2.4M
Erste Asset Management GmbH 0.03% Add +3.5% 14,600 $2.4M
New Mexico Educational Retirement Board 0.09% Reduce -2.1% 14,295 $2.4M
Jamison Private Wealth Management, Inc. 0.36% Add +6.6% 14,255 $2.4M
E. Ohman J:or Asset Management AB 0.06% Reduce -4.1% 14,100 $2.3M
U S Wealth Group, Llc. 1.85% Reduce -1.9% 14,057 $2.3M
United Capital Financial Advisors, LLC 0.02% Add +4.8% 14,042 $2.3M
Inspire Trust Co, N.A. 0.55% Add +12.0% 14,000 $2.3M
HUB Investment Partners, LLC 0.09% Reduce -0.8% 13,822 $2.3M
Del-Sette Capital Management, LLC 1.79% Add +14.0% 13,747 $2.3M
Cascade Investment Group, Inc. 1.76% Reduce -0.5% 13,746 $2.3M
Legacy Wealth Asset Management, LLC 0.63% Reduce -1.5% 13,702 $2.3M
Groupama Asset Managment 0.05% Reduce -9.4% 13,784 $2.3M
Clough Capital Partners L P 0.28% No change 13,600 $2.3M
Gotham Asset Management 0.02% Reduce -11.8% 13,551 $2.3M
Hudson Canyon Capital Management 1.58% New 13,500 $2.2M
Slagle Financial, LLC 0.99% Add +4.7% 13,367 $2.2M
Oppenheimer Asset Management Inc. 0.03% Reduce -21.6% 13,237 $2.2M
Cresset Asset Management, LLC 0.01% Add +42.8% 13,205 $2.2M
Cunning Capital Partners, LP 1.40% Reduce -0.6% 13,189 $2.2M
Moran Wealth Management, LLC 0.07% Reduce -0.9% 13,145 $2.2M
Jaffetilchin Investment Partners, LLC 0.16% Add +0.5% 12,971 $2.2M
AG2R La Mondiale Gestion D'actifs 0.12% — 13,166 $2.1M
Carret Asset Management, LLC 0.24% No change 12,883 $2.1M
Financial Management Network Inc. 0.48% Reduce -2.1% 14,825 $2.1M
Red Cedar Investment Management, LLC 0.29% No change 12,748 $2.1M
CCM Investment Advisers LLC 0.25% Reduce -7.0% 12,490 $2.1M
Tower Bridge Advisors 0.23% Reduce -2.5% 12,450 $2.1M
Alpine Woods Capital Investors, LLC 0.52% Add +24.4% 12,419 $2.1M
Diligent Investors, LLC 0.50% Reduce -10.2% 12,278 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Reduce -2.0% 12,191 $2.0M
Signet Financial Management, LLC 0.27% Add +0.7% 11,894 $2.0M
Fortem Financial Group, LLC 0.76% Add +2.0% 11,829 $2.0M
Western Financial Corp 1.12% Add +13.3% 11,602 $1.9M
Presima Securities ULC 0.43% Add +2.4% 11,573 $1.9M
Convergence Investment Partners, LLC 0.53% Reduce -6.7% 11,546 $1.9M
Ossiam 0.03% Add +19.6% 11,427 $1.9M
Wellington Shields Capital Management, LLC 0.34% Add +0.2% 11,330 $1.9M
Howland Capital Management LLC 0.08% Reduce -0.8% 11,248 $1.9M
Simplex Trading, LLC 0.07% Add +1.0% 11,162 $1.9M
Schonfeld Strategic Advisors LLC 0.01% Reduce -92.0% 11,155 $1.9M
Orion Porfolio Solutions, LLC 0.02% Add +5.9% 11,148 $1.9M
Orion Portfolio Solutions, LLC 0.02% Add +5.9% 11,148 $1.9M
Arbor Capital Management Inc. 1.79% Add +3.7% 10,999 $1.8M
Guggenheim Capital LLC 0.02% Reduce -17.0% 11,098 $1.8M
AIA Group Ltd 0.04% New 11,000 $1.8M
Oddo BHF Asset Management Sas 0.07% Add +33.3% 10,935 $1.8M
Cascade Investment Advisors, Inc. 1.23% Reduce -2.6% 10,918 $1.8M
Perpetual Ltd 0.02% Add +15.6% 10,910 $1.8M
Waratah Capital Advisors Ltd. 0.12% New 10,726 $1.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.22% No change 10,562 $1.8M
Norden Group LLC 0.20% Add +17.0% 10,533 $1.7M
Quadrant Capital Group LLC 0.07% Add +246.6% 10,530 $1.7M
Cwm, LLC 0.01% Add +7.7% 10,453 $1.7M
Praxis Investment Management Inc. 0.12% No change 10,279 $1.7M
Morangie Management LLC 1.67% Add +16.6% 10,272 $1.7M
iA Global Asset Management Inc. 0.03% Reduce -2.1% 10,158 $1.7M
Hennion & Walsh Asset Management, Inc. 0.07% Add +21.6% 10,106 $1.7M
BCGM Wealth Management, LLC 0.51% Reduce -0.4% 9,976 $1.7M
Mystic Asset Management, Inc. 0.44% Add +0.1% 9,965 $1.7M
Greenleaf Trust 0.01% Reduce -0.3% 9,904 $1.6M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -2.1% 9,875 $1.6M
Harvest Portfolios Group Inc. 0.05% Add +21.1% 9,864 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 9,754 $1.6M
Stamos Capital Partners, L.P. 0.42% Reduce -17.5% 9,714 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +2.4% 9,712 $1.6M
Meeder Advisory Services, Inc. 0.10% Reduce -4.5% 9,695 $1.6M
DAVENPORT & Co LLC 0.01% Add +296.7% 9,639 $1.6M
Assetmark, Inc. 0.00% Add +12.8% 9,636 $1.6M
J. Safra Sarasin Holding AG 0.03% Reduce -12.1% 9,483 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -14.4% 9,408 $1.6M
Jump Financial, LLC 0.02% Add +173.2% 9,375 $1.6M
Jeppson Wealth Management, LLC 0.57% Reduce -3.9% 9,301 $1.5M
Sowell Financial Services LLC 0.07% New 9,286 $1.5M
Penserra Capital Management LLC 0.03% Add +6.3% 9,290 $1.5M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -1.7% 9,253 $1.5M
Cullen Capital Management, LLC 0.02% Add +3.2% 9,221 $1.5M
Quadrature Capital Ltd 0.03% New 9,173 $1.5M
KG Capital Management 0.49% Reduce -14.5% 9,437 $1.5M
Ritholtz Wealth Management 0.04% Reduce -18.3% 9,042 $1.5M
Valeo Financial Advisors, LLC 0.04% Add +9.2% 9,014 $1.5M
Sigma Planning Corp 0.05% Add +52.2% 8,886 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -27.9% 8,846 $1.5M
Palogic Value Management, L.P. 0.66% Add +7.9% 8,798 $1.5M
Apollon Wealth Management, LLC 0.03% Reduce -0.6% 8,692 $1.4M
SteelPeak Wealth, LLC 0.06% Reduce -6.4% 8,571 $1.4M
NewEdge Wealth, LLC 0.03% Reduce -11.4% 8,546 $1.4M
Affinity Investment Advisors, LLC 1.14% Reduce -7.5% 8,405 $1.4M
Ascentis Independent Advisors 0.28% Add +54.8% 8,389 $1.4M
Mark Asset Management LP 0.20% New 8,095 $1.3M
GC Wealth Management RIA, LLC 0.24% Add +8.1% 8,011 $1.3M
Wealth Preservation Advisors, LLC 0.95% — 8,002 $1.3M
Integrated Wealth Concepts LLC 0.02% Reduce -24.3% 7,971 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +0.2% 7,940 $1.3M
one8zero8, LLC 0.31% Reduce -11.2% 7,874 $1.3M
CFM Wealth Partners LLC 0.23% Add +7.5% 7,834 $1.3M
Frank, Rimerman Advisors LLC 0.10% Reduce -2.6% 7,825 $1.3M
Qtron Investments LLC 0.19% No change 7,798 $1.3M
Chung Wu Investment Group, LLC 1.54% No change 7,750 $1.3M
Vestmark Advisory Solutions, Inc. 0.03% Add +54.4% 7,744 $1.3M
RFG Advisory, LLC 0.03% New 7,675 $1.3M
Prudential PLC 0.01% No change 7,646 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -0.2% 7,586 $1.3M
Dark Forest Capital Management LP 0.06% Add +461.4% 7,467 $1.2M
Illinois Municipal Retirement Fund 0.02% No change 7,454 $1.2M
Bramshill Investments, LLC 0.13% Add +0.1% 7,439 $1.2M
Bedel Financial Consulting, Inc. 0.17% Reduce -0.8% 7,558 $1.2M
Renaissance Group LLC 0.05% Reduce -5.3% 7,280 $1.2M
TrueWealth Advisors, LLC 0.40% No change 7,260 $1.2M
Kintegral Advisory, LLC 0.12% Reduce -0.3% 7,234 $1.2M
Chesapeake Asset Management LLC 1.14% No change 7,205 $1.2M
Yelin Lapidot Holdings Management Ltd. 0.23% No change 7,150 $1.2M
United Services Automobile Association 0.04% New 7,154 $1.2M
Secured Retirement Advisors, LLC 0.75% Reduce -1.7% 7,015 $1.2M
Gifford Fong Associates 0.29% No change 7,000 $1.2M
Gabelli Funds LLC 0.01% No change 7,000 $1.2M
B. Riley Wealth Advisors, Inc. 0.04% Add +49.5% 6,945 $1.2M
Carmel Capital Partners, LLC 0.45% Reduce -0.6% 6,912 $1.1M
Castle Rock Wealth Management, LLC 0.31% Reduce -22.4% 6,894 $1.1M
Strategic Blueprint, LLC 0.06% New 6,860 $1.1M
Larson Financial Group LLC 0.05% Add +76.8% 6,729 $1.1M
GMO 0.00% Add +2.9% 6,716 $1.1M
Compound Planning, Inc. 0.05% Add +9.3% 6,667 $1.1M
Quantum Portfolio Management LLC 0.56% Add +9.3% 6,655 $1.1M
Knollwood Investment Advisory, LLC 0.12% No change 6,650 $1.1M
Coldstream Capital Management Inc. 0.02% Add +3.5% 6,538 $1.1M
HB Wealth Management, LLC 0.01% Add +11.6% 6,530 $1.1M
Syon Capital LLC 0.09% Add +8.3% 6,494 $1.1M
Ontario Teachers Pension Plan Board 0.02% Reduce -42.7% 6,477 $1.1M
Argentarii, LLC 0.53% Reduce -9.7% 6,443 $1.1M
Point72 Asia (Singapore) Pte. Ltd. 0.28% New 6,430 $1.1M
Emergent Wealth Advisors, LLC 0.77% Add +26.4% 6,425 $1.1M
Centiva Capital, LP 0.06% New 6,391 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Reduce -6.4% 6,388 $1.1M
Perigon Wealth Management, LLC 0.03% Reduce -1.4% 6,368 $1.1M
Checchi Capital Advisers, LLC 0.07% Add +14.0% 6,341 $1.1M
Keybank National Association 0.00% Add +0.5% 6,339 $1.1M
Shell Asset Management Co. 0.05% Reduce -4.0% 6,325 $1.1M
Retirement Planning Co of New England, Inc. 0.52% Reduce -0.2% 6,311 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% No change 6,309 $1.0M
Generali Asset Management SPA SGR 0.03% Reduce -73.8% 6,305 $1.0M
Machina Capital S.A.S. 0.31% New 6,285 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +7.5% 6,249 $1.0M
Wedmont Private Capital 0.05% Add +3.6% 6,972 $1.0M
Bayesian Capital Management, LP 0.17% New 6,200 $1.0M
GF Fund Management Co. LTD. 0.02% Add +4.3% 6,180 $1.0M
Marino, Stram & Associates LLC 0.23% Add +0.1% 6,175 $1.0M
Solidarity Wealth, LLC 0.25% No change 6,170 $1.0M
XTX Topco Ltd 0.05% Add +96.8% 6,161 $1.0M
Magnetar Financial LLC 0.01% New 6,149 $1.0M
MSH Capital Advisors LLC 0.31% No change 6,114 $1.0M
Aspiriant, LLC 0.03% Add +1.3% 5,851 $972K
MQS Management LLC 0.56% New 5,829 $968K
Adams Asset Advisors, LLC 0.13% No change 5,789 $961K
Portside Wealth Group, LLC 0.16% Add +29.8% 5,756 $956K
Ballentine Partners, LLC 0.02% Add +8.6% 5,751 $955K
Clarius Group, LLC 0.06% Reduce -0.1% 5,724 $951K
Sienna Gestion 0.08% Reduce -41.1% 5,877 $949K
Wellington Shields & Co., LLC 0.30% Add +3.6% 5,700 $947K
OneDigital Investment Advisors LLC 0.01% Reduce -9.8% 5,694 $946K
Radnor Capital Management, LLC 0.16% Reduce -1.1% 5,672 $942K
Board of the Pension Protection Fund 1.06% New 5,600 $930K
Investors Research Corp 0.20% Reduce -2.6% 5,540 $920K
Pitcairn Co. 0.06% Reduce -44.2% 5,520 $917K
Genesee Capital Advisors, LLC 0.46% Add +9.1% 5,517 $916K
Applied Finance Capital Management, LLC 0.07% Add +2.4% 5,508 $915K
InTrack Investment Management Inc 0.83% Add +16.0% 5,500 $913K
Parallel Advisors, LLC 0.02% Reduce -3.7% 5,493 $912K
Signaturefd, LLC 0.02% Reduce -1.1% 5,484 $911K
Regal Investment Advisors LLC 0.07% Reduce -9.2% 5,481 $910K
Ausdal Financial Partners, Inc. 0.07% Add +6.0% 5,477 $910K
Mufg Securities Americas Inc. 0.10% Add +19.9% 5,429 $902K
Bridgefront Capital, LLC 0.26% Add +205.2% 5,423 $901K
J.W. Cole Advisors, Inc. 0.03% New 5,388 $895K
Capital International Sarl 0.02% New 5,321 $884K
Gilman Hill Asset Management, LLC 0.15% Add +3.2% 5,311 $882K
MIdWestOne Financial Group, Inc. 0.13% Reduce -39.2% 5,307 $881K
GAMMA Investing LLC 0.07% Reduce -1.0% 5,279 $877K
WESPAC Advisors, LLC 0.71% Add +7.9% 5,266 $875K
American Trust Investment Advisors, LLC 0.37% Add +8.9% 5,262 $874K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Add +6.1% 5,200 $864K
Snowden Capital Advisors LLC 0.03% Reduce -11.5% 5,169 $858K
Evergreen Capital Management LLC 0.03% Add +4.3% 5,168 $858K
TBH Global Asset Management, LLC 0.16% Reduce -1.3% 5,040 $837K
American Assets Inc. 0.29% No change 5,000 $830K
Abn Amro Investment Solutions 0.02% Add +120.8% 4,918 $817K
Insigneo Advisory Services, LLC 0.08% Add +96.9% 4,910 $815K
World Investment Advisors 0.02% Add +26.5% 4,907 $815K
RiverFront Investment Group, LLC 0.02% New 4,903 $814K
Highline Wealth Partners LLC 0.27% Add +0.2% 4,888 $812K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,279 $809K
Veridan Wealth LLC 0.36% Add +1.3% 4,784 $795K
Monetary Management Group Inc. 0.21% No change 4,775 $793K
Marshall Wace, LLP 0.00% Reduce -62.1% 4,754 $790K
Chilton Capital Management LLC 0.03% Reduce -5.6% 4,721 $784K
Pinnacle Associates Ltd. 0.01% Add +10.6% 4,681 $777K
Invst, LLC 0.11% Reduce -3.6% 4,676 $777K
Gallagher Fiduciary Advisors, LLC 0.03% Add +2.7% 4,630 $769K
Monument Capital Management 0.24% Reduce -6.3% 4,612 $766K
Wedbush Securities Inc. 0.03% Add +8.1% 4,565 $758K
Michels Family Financial, LLC 0.68% Add +2.6% 4,556 $757K
NorthRock Partners, LLC 0.03% Reduce -2.4% 4,523 $751K
Pekin Hardy Strauss, Inc. 0.09% Add +0.0% 4,516 $750K
Sumitomo Life Insurance Co. 0.03% Add +1.6% 4,471 $743K
Merit Financial Group, LLC 0.01% Add +84.8% 4,465 $742K
Heritage Trust Co 0.09% Reduce -1.4% 4,463 $741K
111 Capital 0.14% Add +170.4% 4,457 $740K
Principal Securities, Inc. 0.02% Add +3.6% 4,290 $739K
Horizon Investments, LLC 0.02% Add +5.3% 4,442 $738K
Commerzbank Aktiengesellschaft 0.02% Add +8.7% 4,397 $731K
Dorsey & Whitney Trust CO LLC 0.04% Add +7.0% 4,378 $727K
USA Financial Formulas 0.12% New 4,317 $717K
Prestige Wealth Management Group LLC 0.15% Add +2.0% 4,314 $716K
IHT Wealth Management, LLC 0.02% Reduce -3.4% 4,269 $709K
CW Advisors, LLC 0.01% Add +79.9% 4,249 $706K
Mediolanum International Funds Ltd 0.01% Reduce -5.4% 4,288 $704K
Cascade Financial Partners, LLC 0.09% Add +237.3% 4,209 $699K
Profund Advisors LLC 0.03% Reduce -18.5% 4,198 $697K
SkyView Investment Advisors, LLC 0.10% Add +8.0% 4,156 $690K
Alta Wealth Advisors LLC 0.32% Reduce -3.6% 4,139 $687K
Alpha Cubed Investments, LLC 0.03% Add +16.5% 4,136 $687K
Harvest Fund Management Co., Ltd 0.03% Add +13.1% 4,128 $685K
Impact Partnership Wealth, LLC 0.15% Reduce -16.0% 4,123 $685K
IFP Advisors, Inc 0.02% Add +9.6% 4,094 $680K
Trust Co. of Vermont 0.03% Add +0.8% 4,084 $678K
Future Financial Wealth Managment LLC 0.50% Add +0.9% 4,065 $675K
Nabity-Jensen Investment Management Inc 0.54% No change 4,065 $675K
Belpointe Asset Management LLC 0.04% Reduce -0.4% 4,054 $673K
Forte Capital LLC 0.08% Add +10.1% 4,027 $669K
Allworth Financial LP 0.00% Add +34.8% 4,250 $664K
Joel Isaacson & Co., LLC 0.03% No change 3,978 $661K
Benjamin Edwards Inc. 0.01% Reduce -18.5% 3,944 $655K
Prime Capital Investment Advisors, LLC 0.01% Add +31.0% 3,917 $650K
Everhart Financial Group, Inc. 0.09% Add +9.0% 3,878 $644K
Beacon Investment Advisors LLC 0.30% Add +0.6% 3,876 $644K
Tritonpoint Wealth, LLC 0.06% Add +1.6% 3,868 $642K
Manske Wealth Management 0.24% Reduce -13.6% 3,857 $641K
Hilltop Holdings Inc. 0.04% Add +15.7% 3,809 $632K
Fifth Third Wealth Advisors LLC 0.03% Add +4.5% 3,801 $631K
Ellevest, Inc. 0.04% Reduce -5.1% 3,799 $631K
Wealth Alliance, LLC 0.08% New 3,775 $627K
Independent Financial Group, LLC 0.02% Add +26.2% 3,746 $622K
Tobias Financial Advisors, Inc. 0.12% Add +1.0% 3,730 $619K
RS Crum Inc. 0.17% No change 3,722 $618K
Siemens Fonds Invest GmbH 0.04% New 3,718 $617K
Summit Financial, LLC 0.02% Add +0.3% 3,707 $616K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -26.8% 3,631 $603K
Ghe, LLC 0.28% No change 3,633 $603K
CTC Alternative Strategies, Ltd. 0.73% New 3,600 $598K
Autumn Glory Partners, LLC 0.30% Add +32.3% 3,585 $595K
Rothschild Investment LLC 0.04% Add +0.9% 3,577 $594K
Murphy Pohlad Asset Management LLC 0.25% No change 3,536 $587K
Premier Path Wealth Partners, LLC 0.09% Reduce -0.1% 3,535 $587K
Bearing Point Capital, LLC 0.12% No change 3,532 $587K
Mather Group, Llc. 0.01% Add +5.0% 3,522 $585K
Element Wealth, LLC 0.31% Add +0.9% 3,509 $583K
Inspire Advisors, LLC 0.07% Reduce -15.1% 3,490 $580K
Baader Bank Aktiengesellschaft 0.06% Add +134.9% 3,441 $571K
Garda Capital Partners LP 0.32% New 3,430 $570K
Savant Capital, LLC 0.00% Reduce -22.3% 3,424 $569K
Gables Capital Management Inc. 0.28% No change 3,415 $567K
Schulhoff & Co. Inc. 0.25% No change 3,399 $565K
Ameritas Investment Partners, Inc. 0.02% Add +6.3% 3,388 $563K
Yoffe Investment Management, LLC 0.83% No change 3,383 $562K
Private Trust Co. NA 0.06% Add +13.6% 3,382 $562K
AlphaCore Capital LLC 0.05% Add +11.6% 3,381 $562K
Quantbot Technologies LP 0.02% Reduce -65.0% 3,368 $559K
Farther Finance Advisors, LLC 0.01% Add +31.1% 3,325 $553K
Ascent Group, LLC 0.02% Add +24.2% 3,324 $552K
Supplemental Annuity Collective Trust of NJ 0.17% No change 3,300 $548K
Cigna Investments Inc. 0.10% Reduce -1.7% 3,292 $547K
HighPoint Advisor Group LLC 0.03% Add +2.2% 3,471 $544K
Ofi Invest Asset Management 0.01% Add +0.1% 3,533 $543K
Sargent Investment Group, LLC 0.09% Add +34.5% 3,269 $543K
Jacobs Levy Equity Management, Inc. 0.00% New 3,248 $539K
White Pine Capital LLC 0.19% Add +2.5% 3,229 $536K
Fourpath Capital Management, LLC 0.09% No change 3,225 $536K
S-Bank Fund Management Ltd 0.10% — 3,206 $532K
Unique Wealth Strategies, LLC 0.24% Add +4.7% 3,193 $530K
Capstone Investment Advisors, LLC 0.01% New 3,179 $528K
Proficio Capital Partners LLC 0.04% Add +0.8% 3,175 $527K
Scientech Research LLC 0.14% New 3,172 $527K
Graypoint LLC 0.03% Reduce -3.9% 3,170 $527K
United Advisor Group, LLC 0.11% Add +1.6% 3,136 $521K
Foster & Motley Inc. 0.03% No change 3,128 $519K
First Dallas Securities Inc. 0.22% No change 3,100 $515K
Rossmore Private Capital 0.06% Add +14.8% 3,100 $515K
Cohen Klingenstein LLC 0.02% No change 3,100 $515K
Sagespring Wealth Partners, LLC 0.01% Add +23.5% 3,093 $514K
Capital Investment Advisors, LLC 0.01% Add +2.2% 3,086 $512K
Aptus Capital Advisors, LLC 0.01% Add +28.1% 3,085 $512K
Sunbelt Securities, Inc. 0.05% Reduce -22.3% 3,065 $509K
Diversify Wealth Management, LLC 0.04% Add +6.6% 3,236 $507K
Raiffeisen Bank International AG 0.01% Add +75.3% 3,077 $505K
International Assets Investment Management, LLC 0.04% Add +10.3% 3,035 $504K
Smartleaf Asset Management LLC 0.05% Add +9.4% 3,064 $503K
Sage Mountain Advisors LLC 0.04% Reduce -12.7% 3,014 $500K
Stephens Inc. 0.01% Reduce -5.6% 3,003 $499K
Merrion Investment Management Co, LLC 0.36% No change 3,000 $498K
Westover Capital Advisors, LLC 0.11% No change 3,000 $498K
Accuvest Global Advisors 0.42% New 2,998 $498K
Roble, Belko & Company, Inc 0.08% No change 3,000 $498K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +14.4% 2,995 $497K
PFG Investments, LLC 0.03% Reduce -18.8% 2,982 $495K
First National Bank Sioux Falls 0.20% No change 2,965 $492K
Sustainable Insight Capital Management, LLC 0.24% Add +7.3% 2,949 $490K
Oxford Financial Group, LTD. LLC 0.03% Reduce -4.6% 2,948 $490K
American Investment Services, Inc. 0.09% Reduce -8.1% 2,943 $489K
Market Street Wealth Management Advisors LLC 0.08% Add +0.2% 2,930 $487K
Jackson Square Capital, LLC 0.16% Reduce -2.9% 2,904 $482K
WASHINGTON TRUST Co 0.02% No change 2,899 $481K
Mfa Wealth Advisors, LLC 0.12% New 2,898 $481K
Ascentis Wealth Management, LLC 0.15% New 2,854 $476K
LS Investment Advisors, LLC 0.07% Add +23.5% 2,861 $475K
Arete Wealth Advisors, LLC 0.04% Reduce -0.3% 2,848 $474K
Lederer & Associates Investment Counsel 0.35% Reduce -1.8% 2,846 $473K
Mogy Joel R Investment Counsel Inc. 0.03% No change 2,825 $469K
WealthTrust Axiom LLC 0.14% Add +40.0% 2,800 $465K
Magnolia Capital Advisors LLC 0.13% Reduce -0.2% 2,795 $464K
Optimum Investment Advisors 0.22% No change 2,779 $462K
Lazari Capital Management, Inc. 0.19% Reduce -6.7% 2,764 $459K
Glass Jacobson Investment Advisors llc 0.15% No change 2,642 $455K
Strategic Advocates LLC 0.16% Reduce -1.2% 2,711 $450K
Schechter Investment Advisors, LLC 0.04% Reduce -28.8% 2,708 $450K
Oak Grove Capital LLC 0.11% Reduce -25.0% 2,700 $448K
Alteri Wealth LLC 0.19% Add +21.0% 2,657 $441K
Schnieders Capital Management LLC 0.09% No change 2,656 $441K
Phocas Financial Corp. 0.07% Reduce -2.1% 2,649 $440K
Longfellow Investment Management Co. LLC 0.11% New 2,648 $440K
Brown, Lisle/Cummings, Inc. 0.13% No change 2,628 $436K
Fulcrum Capital LLC 0.10% Add +16.1% 2,607 $433K
Simon Quick Advisors, LLC 0.02% Add +24.1% 2,592 $431K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -7.7% 2,583 $429K
Nilsine Partners, LLC 0.05% Reduce -5.3% 2,568 $426K
JDM Financial Group LLC 0.22% Add +0.3% 2,563 $426K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -13.5% 2,554 $424K
Octavia Wealth Advisors, LLC 0.05% Add +0.8% 2,552 $424K
Personal Cfo Solutions, LLC 0.09% Add +1.2% 2,546 $423K
Asset Planning,Inc 0.33% No change 2,535 $421K
Bradley Foster & Sargent Inc. 0.01% Reduce -9.6% 2,535 $421K
Mesirow Financial Investment Management, Inc. 0.01% Add +18.1% 2,508 $417K
New England Research & Management, Inc. 0.21% No change 2,505 $416K
Financial Sense Advisors, Inc. 0.12% No change 2,500 $415K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 2,500 $415K
William Allan Corp 0.26% Add +20.8% 2,493 $414K
Welch Group, LLC 0.02% No change 2,520 $414K
Avestar Capital, LLC 0.04% Reduce -14.0% 2,490 $414K
Sompo Asset Management Co., Ltd. 0.08% Reduce -15.1% 2,470 $410K
L2 Asset Management, LLC 0.08% Add +96.1% 2,441 $405K
UMB Bank, n.a. 0.01% Add +1.3% 2,423 $402K
O'ROURKE & COMPANY, Inc 0.20% Add +0.4% 2,417 $401K
Washington Trust Bank 0.04% Reduce -10.8% 2,416 $401K
Silverleafe Capital Partners, LLC 0.14% No change 2,400 $399K
Opinicus Capital, Inc. 0.35% Reduce -5.0% 2,394 $398K
Arkadios Wealth Advisors 0.01% New 2,389 $397K
Journey Strategic Wealth LLC 0.01% Add +1.8% 2,388 $397K
Manchester Capital Management LLC 0.05% Add +1.9% 2,368 $393K
Lanark Financial, Inc. 0.03% — 2,350 $390K
Aventura Private Wealth, LLC 0.20% Add +3510.8% 2,347 $390K
Legacy Financial Advisors, Inc. 0.06% Reduce -7.6% 2,338 $388K
Rational Advisors, Inc. 0.04% New 2,328 $387K
Embree Financial Group 0.06% Add +1.2% 2,327 $386K
Titleist Asset Management, LLC 0.04% Reduce -0.4% 2,326 $386K
AMG National Trust Bank 0.01% Add +25.8% 2,320 $385K
Affinity Wealth Management LLC 0.07% Add +2.5% 2,318 $385K
Rehmann Capital Advisory Group 0.02% Add +9.9% 2,317 $385K
Modera Wealth Management, LLC 0.01% Add +42.5% 2,310 $384K
V-Square Quantitative Management LLC 0.06% Reduce -1.0% 2,295 $381K
Mutual Advisors, LLC 0.01% Reduce -13.0% 2,423 $380K
Lecap Asset Management Ltd. 0.09% New 2,273 $378K
Walter & Keenan Wealth Management LLC /in/ 0.11% Add +3.6% 2,271 $377K
LRI Investments, LLC 0.04% Add +0.4% 2,261 $376K
Brooklyn Investment Group 0.08% Add +4.1% 2,251 $374K
Burney Co./ 0.01% No change 2,251 $374K
M&G PLC 0.00% New 2,250 $374K
Promethium Advisors,llc 0.24% Reduce -77.7% 2,244 $373K
Redhawk Wealth Advisors, Inc. 0.05% Add +1.3% 2,223 $369K
Resonant Capital Advisors, LLC 0.03% Reduce -1.8% 2,195 $365K
Freedom Investment Management, Inc. 0.03% Add +3.7% 2,174 $361K
Conning Inc. 0.01% Reduce -0.8% 2,171 $361K
Regions Financial Corp. 0.00% Add +1.0% 2,161 $359K
Novare Capital Management LLC 0.03% No change 2,150 $357K
Kaizen Financial Strategies 0.21% Add +1.3% 2,148 $357K
Resurgent Financial Advisors LLC 0.21% Reduce -11.1% 2,114 $351K
Stratos Wealth Advisors, LLC 0.02% Reduce -1.1% 2,085 $346K
Jefferies Financial Group Inc. 0.01% Reduce -8.2% 2,082 $346K
Gateway Investment Advisers LLC 0.00% Add +9.1% 2,067 $343K
Strategic Financial Concepts, LLC 0.06% Reduce -25.4% 2,066 $343K
Bridgewater Associates 0.00% Add +74.6% 2,059 $342K
Spire Wealth Management 0.01% Reduce -40.6% 2,057 $342K
Rockland Trust Co. 0.02% No change 2,050 $340K
Bard Financial Services, Inc. 0.04% Reduce -7.7% 2,040 $339K
Tiaa Trust, National Association 0.00% Add +33.5% 2,031 $337K
Lafayette Investments, Inc. 0.07% No change 2,025 $336K
Manchester Financial Inc. 0.08% No change 2,021 $336K
Creative Financial Designs Inc. 0.03% Add +24.7% 2,021 $336K
Fulton Bank, N.A. 0.01% No change 2,009 $334K
SageView Advisory Group, LLC 0.01% Add +1.5% 2,009 $334K
Samalin Investment Counsel, LLC 0.14% Add +49.7% 2,008 $334K
Atlas Private Wealth Advisors 0.05% Add +0.4% 2,008 $333K
Hutchens & Kramer Investment Management Group, LLC 0.18% Reduce -17.9% 1,988 $330K
Callan Family Office, LLC 0.02% Reduce -49.5% 1,972 $328K
Fidelis Capital Partners, LLC 0.03% Reduce -6.4% 2,084 $326K
Huntleigh Advisors, Inc. 0.05% Reduce -20.3% 1,963 $326K
EverSource Wealth Advisors, LLC 0.02% Reduce -3.4% 1,960 $326K
Kathmere Capital Management, LLC 0.03% Reduce -7.4% 1,953 $324K
Alliance Wealth Advisors, LLC 0.08% Add +23.2% 1,944 $323K
Intrust Bank NA 0.03% No change 1,937 $322K
Versant Capital Management, Inc 0.05% Add +93.6% 1,934 $321K
Howard Capital Management, LLC 0.01% Reduce -13.3% 1,922 $319K
Quotient Wealth Partners, LLC 0.01% Add +6.2% 1,917 $318K
Great Lakes Advisors, LLC 0.00% Add +3.7% 1,908 $317K
Good Life Advisors, LLC 0.02% Reduce -0.3% 1,902 $316K
TD Private Client Wealth LLC 0.01% Add +18.8% 1,895 $315K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,889 $314K
CWA Asset Management Group, LLC 0.01% Reduce -13.4% 1,880 $312K
IFG Advisory, LLC 0.02% Add +0.1% 1,878 $312K
Cetera Trust Company, N.A 0.20% No change 1,875 $311K
4WEALTH Advisors, Inc. 0.34% Reduce -3.1% 1,863 $309K
Intrua Financial, LLC 0.05% Add +0.6% 1,860 $309K
LJI Wealth Management, LLC 0.06% No change 1,849 $307K
Synovus Financial Corp. 0.00% Add +24.8% 1,847 $307K
MBB Public Markets I LLC 0.03% New 1,826 $303K
Elevation Wealth Partners, LLC 0.13% No change 1,819 $302K
Brighton Jones LLC 0.01% Add +6.0% 1,815 $301K
Optas, LLC 0.05% Add +6.0% 1,812 $301K
American State Bank (Iowa) 0.18% No change 1,804 $299K
Regent Peak Wealth Advisors LLC 0.07% Reduce -1.5% 1,787 $297K
Prudent Man Advisors, LLC 0.11% No change 1,781 $296K
Mission Wealth Management, LP 0.01% Reduce -10.0% 1,776 $295K
Whalerock Point Partners, LLC 0.07% No change 1,776 $295K
Stratos Wealth Partners, LTD. 0.00% Reduce -35.1% 1,766 $293K
Kovack Advisors, Inc. 0.03% Add +12.1% 1,757 $292K
Bragg Financial Advisors, Inc 0.01% Add +22.7% 1,753 $291K
Boothbay Fund Management, LLC 0.01% New 1,751 $291K
Socha Financial Group, LLC 0.14% No change 1,750 $291K
Augustine Asset Management Inc. 0.08% Reduce -0.2% 1,747 $290K
Cabot Wealth Management Inc. 0.04% No change 1,745 $290K
Lindbrook Capital, LLC 0.03% Reduce -25.6% 1,744 $290K
PEAK6 LLC 0.01% New 1,722 $286K
LMR Partners LLP 0.01% Add +2426.5% 1,718 $285K
Shelton Capital Management 0.01% Reduce -2.7% 1,716 $285K
Icon Wealth Advisors, LLC 0.02% Add +3.0% 1,711 $284K
EP Wealth Advisors, LLC 0.00% Reduce -61.1% 1,708 $284K
Kapitalo Investimentos Ltda 0.06% Add +160.4% 1,703 $283K
Focus Partners Advisor Solutions, LLC 0.00% Add +9.1% 1,699 $282K
BNP Paribas 0.01% No change 1,688 $280K
Gryphon Financial Partners LLC 0.04% Add +18.9% 1,685 $280K
VELA Investment Management, LLC 0.10% Reduce -2.9% 1,683 $280K
Baker Avenue Asset Management, LP 0.01% Reduce -34.1% 1,681 $279K
CKW Financial Group 0.03% New 1,677 $279K
Platform Technology Partners 0.08% Add +0.7% 1,673 $278K
Gibbs Wealth Management 0.07% New 1,666 $277K
Winthrop Capital Management, LLC 0.08% Add +0.1% 1,657 $275K
Worth Venture Partners, LLC 2.13% No change 1,650 $274K
Keel Point, LLC 0.02% Add +17.9% 1,649 $274K
Childress Capital Advisors, LLC 0.08% Reduce -2.5% 1,646 $273K
Blue Trust, Inc. 0.00% Add +28.3% 1,643 $273K
Paradigm Asset Management Co. LLC 0.07% No change 1,635 $272K
Cornerstone Advisory, LLC 0.03% Reduce -0.2% 1,694 $271K
Cornerstone Wealth Management, LLC 0.02% Add +0.3% 1,627 $270K
Deseret Mutual Benefit Administrators 0.13% Reduce -4.4% 1,622 $269K
Point72 Hong Kong Ltd 0.02% New 1,600 $266K
SlateStone Wealth, LLC 0.03% No change 1,593 $265K
Gsa Capital Partners LLP 0.02% New 1,594 $265K
Clientfirst Wealth Management, LLC 0.30% No change 1,593 $265K
Silvercrest Asset Management Group LLC 0.00% Add +19.7% 1,590 $264K
Fort Sheridan Advisors LLC 0.04% Reduce -8.6% 1,589 $264K
PharVision Advisers, LLC 0.37% New 1,588 $264K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -17.5% 1,584 $263K
Astoria Portfolio Advisors LLC. 0.09% New 1,712 $262K
Stock Yards Bank & Trust Co. 0.01% Reduce -6.2% 1,580 $262K
Godshalk Welsh Capital Management, Inc. 0.17% No change 1,575 $262K
Hazelview Securities Inc. 0.05% New 1,570 $261K
PDS Planning, Inc 0.02% Add +7.7% 1,565 $260K
Piedmont Capital Management, LLC 0.19% Add +0.1% 1,851 $260K
Johnson Investment Counsel Inc. 0.00% Reduce -15.1% 1,560 $259K
North Star Investment Management Corp. 0.02% No change 1,560 $259K
Breakwater Capital Group 0.05% Add +7.7% 1,540 $256K
Avidian Wealth Enterprises, LLC 0.01% New 1,536 $255K
First Bancorp, Inc 0.17% No change 1,531 $254K
Jacobi Capital Management LLC 0.02% No change 1,523 $253K
Fiduciary Trust Co 0.00% Reduce -1.3% 1,522 $253K
ICONIQ Capital, LLC 0.00% Add +15.9% 1,519 $252K
NorthCoast Asset Management LLC 0.00% Add +11.1% 1,516 $252K
Parkside Financial Bank & Trust 0.03% Add +23.3% 1,513 $251K
GWN Securities Inc. 0.01% New 1,504 $250K
Lavaca Capital LLC 0.11% No change 1,500 $249K
Howard Capital Management Group, LLC 0.02% No change 1,490 $247K
CI Investments Inc. 0.00% Reduce -5.6% 1,489 $247K
Dorsey Wright & Associates 0.06% Reduce -3.0% 1,480 $246K
Parcion Private Wealth LLC 0.02% Reduce -5.3% 1,475 $245K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Add +9.7% 1,470 $244K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,468 $244K
Vicus Capital 0.02% Reduce -3.7% 1,466 $244K
Catalyst Financial Partners LLC 0.04% Add +0.8% 1,454 $241K
First Horizon Advisors, Inc. 0.01% No change 1,452 $241K
MRP Capital Investments, LLC 0.23% Reduce -1.7% 1,450 $241K
Virtus Advisers, LLC 0.16% New 1,450 $241K
Geneos Wealth Management Inc. 0.01% Add +68.6% 1,433 $238K
PAX Financial Group, LLC 0.04% Reduce -0.4% 1,429 $237K
BSW Wealth Partners 0.04% Reduce -2.7% 1,428 $237K
Krane Funds Advisors LLC 0.01% Reduce -3.3% 1,423 $236K
AE Wealth Management LLC 0.00% Add +0.1% 1,396 $232K
Barry Investment Advisors, LLC 0.06% Add +0.6% 1,395 $232K
Moody National Bank Trust Division 0.02% Add +5.9% 1,394 $232K
KMG Fiduciary Partners, LLC 0.02% Add +0.4% 1,393 $231K
Meridian Wealth Management, LLC 0.01% Reduce -41.8% 1,409 $230K
Alta Advisers Ltd 0.10% New 1,385 $230K
Smithfield Trust Co 0.01% No change 1,374 $228K
LMG Wealth Partners, LLC 0.05% No change 1,366 $227K
Purkiss Capital Advisors LLC 0.17% Add +1.3% 1,363 $226K
Berry Wealth Group, LP 0.18% New 1,359 $226K
Advus Financial Partners, LLC 0.06% Reduce -8.6% 1,359 $226K
Flputnam Investment Management Co. 0.00% Add +13.3% 1,357 $225K
MassMutual Private Wealth & Trust, FSB 0.01% Add +13.8% 1,356 $225K
Carnegie Investment Counsel 0.01% No change 1,569 $225K
Silver Lake Group, L.L.C. 0.00% No change 1,350 $224K
CX Institutional 0.01% Reduce -0.7% 1,341 $223K
Diversify Advisory Services, LLC 0.01% Reduce -8.8% 1,401 $220K
Triad Wealth Partners, LLC 0.07% Reduce -5.8% 1,319 $219K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -14.5% 1,311 $218K
First Foundation Advisors 0.01% Reduce -29.9% 1,304 $217K
Harbor Investment Advisory, LLC 0.02% Reduce -10.3% 1,303 $216K
Sittner & Nelson, LLC 0.09% Add +100.9% 1,294 $215K
Canopy Partners, LLC 0.08% Add +0.8% 1,294 $215K
Certuity, LLC 0.02% Add +6.4% 1,281 $213K
Ridgewood Investments LLC 0.10% No change 1,280 $213K
Logan Capital Management Inc. 0.01% No change 1,275 $212K
Longboard Asset Management, LP 0.62% No change 1,273 $211K
Pallas Capital Advisors LLC 0.01% New 1,264 $210K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +2.5% 1,264 $210K
Aster Capital Management (DIFC) Ltd 0.04% Reduce -31.8% 1,122 $209K
Texas Bank & Trust Co 0.09% No change 1,257 $209K
Cidel Asset Management Inc. 0.01% No change 1,255 $208K
EPG Wealth Management LLC 0.06% No change 1,254 $208K
Moors & Cabot, Inc. 0.01% Add +1.0% 1,235 $205K
GAMCO Investors 0.00% No change 1,230 $204K
Strategic Advisors LLC 0.04% Reduce -0.6% 1,215 $202K
Csenge Advisory Group 0.01% New 1,332 $200K
Bison Wealth, LLC 0.02% New 1,272 $200K
Point72 (DIFC) Ltd 0.02% New 1,198 $199K
CENTRAL TRUST Co 0.00% No change 1,162 $193K
Activest Wealth Management 0.05% Reduce -9.0% 1,160 $193K
Thompson Investment Management, Inc. 0.03% Add +0.6% 1,097 $182K
Motco 0.02% Add +0.3% 1,086 $180K
TFC Financial Management, Inc. 0.03% No change 1,058 $176K
Cromwell Holdings LLC 0.11% Add +1.6% 1,029 $171K
AllSquare Wealth Management LLC 0.10% No change 1,000 $166K
Vestor Capital, LLC 0.01% Reduce -0.5% 1,000 $166K
Greykasell Wealth Strategies, Inc. 0.09% New 971 $161K
Centaurus Financial, Inc. 0.01% Add +10.6% 959 $159K
Morse Asset Management, Inc 0.04% No change 900 $149K
Stelac Advisory Services LLC 0.06% Add +1.9% 898 $149K
Anderson Financial Strategies, LLC 0.09% New 884 $147K
CoreCap Advisors, LLC 0.01% Reduce -6.2% 850 $141K
NFSG Corp 0.03% Reduce -42.1% 843 $140K
Arax Advisory Partners 0.01% Reduce -30.9% 826 $137K
Atala Financial Inc 0.10% No change 821 $136K
Silvant Capital Management LLC 0.01% No change 821 $136K
Global X Japan Co., Ltd. 0.02% Add +24.9% 818 $136K
Sentry Investment Management LLC 0.09% Reduce -23.0% 944 $135K
CVA Family Office, LLC 0.02% Reduce -9.4% 791 $131K
Rosenberg Matthew Hamilton 0.03% Reduce -6.6% 769 $128K
Y.D. More Investments Ltd 0.01% Reduce -15.2% 767 $127K
Harbour Investments, Inc. 0.00% Add +2.7% 764 $127K
ORG Partners LLC 0.03% Reduce -78.3% 738 $123K
Muzinich & Co., Inc. 0.07% No change 731 $121K
Capital Analysts, LLC 0.00% Add +2.0% 726 $121K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +41.3% 718 $120K
State of Wyoming 0.02% New 711 $118K
Ostrum Asset Management 0.01% Reduce -76.5% 703 $117K
Montag A & Associates Inc. 0.01% No change 702 $117K
Hantz Financial Services, Inc. 0.00% New 655 $109K
Fortitude Family Office, LLC 0.04% No change 647 $107K
Park Place Capital Corp 0.03% No change 634 $105K
Concord Wealth Partners 0.02% No change 632 $105K
United Community Bank 0.04% No change 622 $103K
Carolinas Wealth Consulting LLC 0.02% Add +1.0% 607 $101K
Farmers & Merchants Investments Inc. 0.00% No change 598 $99K
Quent Capital, LLC 0.01% Add +17.1% 588 $98K
Caldwell Sutter Capital, Inc. 0.04% Add +1.3% 554 $92K
Westend Capital Management, LLC 0.03% No change 541 $90K
Central Pacific Bank - Trust Division 0.01% No change 538 $89K
Rossby Financial, LCC 0.04% New 559 $88K
Catalyst Capital Advisors LLC 0.00% Add +45.2% 527 $88K
Missouri Trust & Investment Co 0.03% No change 526 $87K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -46.1% 525 $87K
Quarry LP 0.02% Add +501.2% 505 $84K
PFS Partners, LLC 0.04% No change 500 $83K
NBT Bank, N.A. 0.01% No change 500 $83K
Zions Bancorporation, National Association 0.01% — 486 $81K
Mowery & Schoenfeld Wealth Management, LLC 0.15% Reduce -1.7% 469 $78K
Wayfinding Financial, LLC 0.03% New 461 $76K
Alpine Bank Wealth Management 0.01% — 454 $75K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -3.3% 446 $74K
GHP Investment Advisors, Inc. 0.00% Add +0.9% 437 $73K
Graybill Wealth Management, LTD. 0.02% — 435 $72K
JTC Employer Solutions Trustee Ltd 0.01% No change 412 $68K
First Financial Corp. 0.03% No change 400 $66K
TCTC Holdings, LLC 0.00% Add +93.5% 385 $64K
Grove Bank & Trust 0.01% Add +231.3% 381 $63K
Hoey Investments, Inc. 0.01% No change 375 $62K
First Pacific Financial 0.01% Add +18.6% 370 $61K
Nordwand Advisors, LLC 0.02% No change 346 $57K
Compass Wealth Management LLC 0.01% No change 345 $57K
Capital Advisors, Ltd. LLC 0.01% No change 345 $57K
Delta Asset Management LLC 0.01% No change 340 $56K
Leonteq Securities AG 0.00% Add +1013.3% 334 $55K
Anchor Investment Management, LLC 0.01% No change 334 $55K
Centerpoint Advisors, LLC 0.02% No change 327 $54K
IAG Wealth Partners, LLC 0.01% No change 315 $52K
Financial Freedom, LLC 0.03% Add +1.3% 312 $52K
Edmond DE Rothschild Holding S.A. 0.00% No change 310 $51K
Sierra Ocean, LLC 0.04% Reduce -1.9% 304 $51K
Towne Trust Company, N.A 0.02% No change 300 $50K
WPG Advisers, LLC 0.04% Add +35.6% 282 $47K
Salem Investment Counselors Inc. 0.00% Add +16.1% 282 $47K
Kozak & Associates, Inc. 0.01% Add +1.3% 310 $46K
BOK Financial Private Wealth, Inc. 0.00% Add +13.6% 268 $45K
Stonebridge Financial Group, LLC 0.00% Add +1.1% 267 $44K
Indiana Trust & Investment Management Co 0.02% No change 265 $44K
Rise Advisors, LLC 0.02% Reduce -9.0% 264 $44K
Golden State Wealth Management, LLC 0.01% No change 263 $44K
Key Financial Inc 0.01% No change 255 $42K
Trivant Custom Portfolio Group, LLC 0.02% No change 250 $42K
Eastern Bank 0.00% No change 250 $42K
PSI Advisors, LLC 0.01% No change 244 $41K
MV Capital Management, Inc. 0.00% No change 242 $40K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.02% New 236 $39K
Arlington Trust Co LLC 0.01% No change 233 $39K
AlphaQuest LLC 0.00% Reduce -96.5% 232 $39K
DT Investment Partners, LLC 0.00% No change 228 $38K
Beacon Capital Management, LLC 0.01% Add +0.9% 223 $37K
AdvisorNet Financial, Inc 0.00% Add +77.2% 218 $36K
Covestor Ltd 0.02% Add +27.1% 211 $35K
Kestra Investment Management, LLC 0.00% Add +60.2% 205 $34K
Webster Bank, N. A. 0.00% No change 200 $33K
Valley National Advisers Inc. 0.01% Add +0.5% 203 $33K
Continuum Advisory, LLC 0.00% Add +421.6% 193 $32K
Bruce G. Allen Investments, LLC 0.02% Reduce -15.0% 181 $30K
Caisse Des Depots Et Consignations 0.00% No change 178 $30K
New England Capital Financial Advisors LLC 0.01% Add +1.2% 175 $29K
Richardson Financial Services Inc. 0.02% Add +185.0% 171 $28K
Colonial Trust Co / SC 0.00% Reduce -18.7% 170 $28K
Brown Brothers Harriman & Co. 0.00% Reduce -2.4% 161 $27K
Hopwood Financial Services, Inc. 0.02% No change 160 $27K
Clearstead Trust, LLC 0.01% No change 158 $26K
Park Square Financial Group, LLC 0.02% Add +108.0% 156 $26K
Atwood & Palmer Inc. 0.00% No change 155 $26K
Boyd Watterson Asset Management LLC 0.01% No change 153 $25K
GW&K Investment Management, LLC 0.00% Reduce -1.3% 153 $25K
West Paces Advisors Inc. 0.01% No change 138 $23K
SouthState Bank Corp 0.00% Add +411.1% 138 $23K
Hughes Financial Services, LLC 0.00% New 133 $22K
Clearstead Advisors, LLC 0.00% Reduce -80.1% 132 $22K
Riverview Trust Co 0.02% Reduce -4.4% 129 $21K
Saudi Central Bank 0.11% New 128 $21K
Global Financial Private Client, LLC 0.01% No change 127 $21K
Abound Wealth Management 0.01% Reduce -0.8% 125 $21K
True Wealth Design, LLC 0.01% Add +47.1% 125 $21K
Cape Investment Advisory, Inc. 0.01% Add +778.6% 123 $20K
Caitong International Asset Management Co., Ltd 0.01% New 119 $20K
Washington Trust Advisors, Inc. 0.00% Reduce -1.8% 112 $19K
Fairscale Capital, LLC 0.02% No change 110 $18K
Riggs Asset Managment Co. Inc. 0.01% No change 109 $18K
Duncker Streett & Co. Inc. 0.00% No change 109 $18K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.9% 108 $18K
Asset Dedication, LLC 0.00% Reduce -0.9% 105 $17K
Grayhawk Investment Strategies Inc. 0.04% No change 105 $17K
Trust Co 0.00% Reduce -58.1% 103 $17K
MPWM Advisory Solutions, LLC 0.01% Add +1.0% 101 $17K
Financial Gravity Asset Management, Inc. 0.00% — 101 $17K
First United Bank & Trust 0.01% No change 100 $17K
Provenance Wealth Advisors, LLC 0.00% No change 100 $17K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $17K
Pacific Center for Financial Services 0.00% No change 99 $16K
NewSquare Capital LLC 0.00% Add +287.0% 89 $15K
Costello Asset Management, INC 0.01% Add +38.1% 87 $14K
Financial Management Professionals, Inc. 0.00% Reduce -2.3% 86 $14K
Hemington Wealth Management 0.00% No change 85 $14K
Glen Eagle Advisors, LLC 0.00% No change 80 $13K
Murphy & Mullick Capital Management Corp 0.01% No change 77 $13K
Center for Financial Planning, Inc. 0.00% No change 76 $13K
Putney Financial Group LLC 0.01% No change 75 $12K
Private Wealth Management Group, LLC 0.00% No change 75 $12K
Hollencrest Capital Management 0.00% No change 73 $12K
Whipplewood Advisors, LLC 0.01% Add +541.1% 468 $12K
Wolff Wiese Magana LLC 0.01% No change 71 $12K
Bell Investment Advisors, Inc 0.00% No change 71 $12K
N.E.W. Advisory Services LLC 0.00% New 70 $12K
Hexagon Capital Partners LLC 0.00% Add +1.5% 69 $12K
Christopher J. Hasenberg, Inc 0.00% No change 69 $11K
Financial Network Wealth Advisors LLC 0.01% Add +228.6% 69 $11K
Atlas Capital Advisors Inc. 0.00% No change 69 $11K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -20.7% 65 $11K
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% No change 52 $9K
Financial Perspectives, Inc 0.00% No change 52 $9K
Godsey & Gibb, Inc. 0.00% No change 50 $8K
Colonial Trust Advisors 0.00% No change 50 $8K
Dunhill Financial, LLC 0.00% Reduce -26.9% 49 $8K
Dynamic Wealth Strategies, LLC 0.01% New 49 $8K
Avion Wealth 0.00% No change 47 $8K
High Note Wealth, LLC 0.00% No change 48 $8K
JFS Wealth Advisors, LLC 0.00% Add +370.0% 47 $8K
Gold Investment Management Ltd. 0.00% No change 45 $7K
Transce3nd, LLC 0.00% Reduce -8.3% 44 $7K
Synergy Investment Management, LLC 0.00% New 44 $7K
Adirondack Trust Co. 0.00% No change 40 $7K
Aspect Partners, LLC 0.00% No change 38 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 38 $6K
Richards, Merrill & Peterson, Inc. 0.00% No change 35 $6K
Creative Capital Management Investments LLC 0.00% No change 33 $5K
GPS Wealth Strategies Group, LLC 0.00% New 32 $5K
Cornerstone Planning Group LLC 0.00% Add +88.9% 34 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $5K
Compass Financial Services Inc 0.00% New 31 $5K
Orion Capital Management LLC 0.00% Add +3.3% 31 $5K
Smallwood Wealth Investment Management, LLC 0.00% New 30 $5K
Sachetta, LLC 0.00% Reduce -3.3% 29 $5K
Cullen/Frost Bankers, Inc. 0.00% Reduce -48.1% 28 $5K
Strategic Investment Solutions, Inc. 0.00% Add +8.3% 26 $4K
Redmont Wealth Advisors LLC 0.01% New 26 $4K
Binnacle Investments Inc 0.00% — 25 $4K
Independence Bank of Kentucky 0.00% No change 25 $4K
American National Bank & Trust 0.00% No change 25 $4K
Briaud Financial Planning Inc 0.00% No change 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% No change 23 $4K
Johnson Financial Group, Inc. 0.00% Reduce -41.0% 23 $4K
HM Payson & Co. 0.00% No change 22 $4K
Archer Investment Corp 0.00% Reduce -27.6% 21 $3K
Dogwood Wealth Management LLC 0.00% New 20 $3K
CBIZ Investment Advisory Services, LLC 0.00% New 20 $3K
Greenline Partners, LLC 0.00% New 19 $3K
McIlrath & Eck, LLC 0.00% No change 18 $3K
Darwin Wealth Management, LLC 0.00% No change 17 $3K
PFG Private Wealth Management, LLC 0.00% No change 17 $3K
Principia Wealth Advisory, LLC 0.00% Add +80.0% 18 $3K
Medallion Wealth Advisors, LLC 0.00% Reduce -56.8% 16 $3K
Clark Wealth Partners 0.00% Reduce -5.9% 16 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 15 $2K
Caldwell Trust Co 0.00% New 15 $2K
1620 Investment Advisors, Inc. 0.00% Reduce -99.3% 14 $2K
Core Alternative Capital 0.00% No change 14 $2K
Private Wealth Asset Management, LLC 0.00% — 11 $2K
Flaharty Asset Management, LLC 0.00% New 10 $2K
HHM Wealth Advisors, LLC 0.00% No change 10 $2K
Wood Tarver Financial Group, LLC 0.00% No change 9 $1K
New Millennium Group LLC 0.00% Reduce -50.0% 8 $1K
Winnacle Wealth LLC 0.00% Add +60.0% 8 $1K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 7 $1K
WealthTrak Capital Management LLC 0.00% Reduce -12.5% 7 $1K
First Command Advisory Services, Inc. 0.00% New 7 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
American Capital Advisory, LLC 0.00% New 6 $997
Blume Capital Management, Inc. 0.00% New 6 $997
Marshall & Sterling Wealth Advisors Inc. 0.00% New 6 $996
Nvwm, LLC 0.00% Reduce -14.3% 6 $996
Copia Wealth Management 0.00% No change 5 $830
YANKCOM Partnership 0.00% No change 5 $830
Osterweis Capital Management Inc. 0.00% New 5 $830
Bear Mountain Capital, Inc. 0.00% New 5 $824
Halbert Hargrove Global Advisors, LLC 0.00% New 4 $665
Capital A Wealth Management, LLC 0.00% No change 4 $664
Raleigh Capital Management Inc. 0.00% Reduce -97.2% 3 $511
West Branch Capital LLC 0.00% No change 3 $499
Rialto Wealth Management, LLC 0.00% New 3 $499
Olistico Wealth, LLC 0.00% New 3 $498
SOA Wealth Advisors, LLC. 0.00% No change 2 $332
Plante Moran Financial Advisors, LLC 0.00% Reduce -95.6% 2 $332
ROSS\JOHNSON & Associates LLC 0.00% New 1 $166
Summit Securities Group LLC 0.00% Reduce -100.0% 1 $166
Ogorek Anthony Joseph /NY/ 0.00% New 5 $0

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