Simon Property GroupSPG

13F holders, Q2 2025 (June 30)
1,211holders +11
105new positions
96sold out
8famous investors
$160.76avg. 13F price*

At the end of Q2 2025, 1,211 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 11 from Q1 2025. 105 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($7.4B), BlackRock, Inc. ($6.2B) and State Street Corp. ($3.4B). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions105$276.3M
Exits96$203.5M

All 13F filers, Q1 2025 → Q2 2025: 14,251,574 shares bought and 17,453,433 shares sold, net −3,201,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,211 holders

Vanguard Group Inc. 0.12% Add +0.3% 45,839,312 $7.4B
BlackRock, Inc. 0.12% Reduce -2.5% 38,304,531 $6.2B
State Street Corp. 0.13% Add +1.1% 21,452,497 $3.4B
Cohen & Steers, Inc. 3.01% Reduce -9.0% 10,190,756 $1.6B
Geode Capital Management, LLC 0.11% Add +1.4% 9,592,471 $1.5B
Bank of America Corp. 0.10% Add +15.9% 7,656,490 $1.2B
Norges Bank 0.13% Reduce -25.6% 6,539,326 $1.1B
JPMorgan Chase & Co. 0.07% Add +34.2% 6,512,383 $1.0B
Capital World Investors 0.14% Add +3.0% 5,783,625 $929.8M
Morgan Stanley 0.06% Reduce -2.3% 5,271,271 $847.4M
Northern Trust Corp. 0.12% Reduce -5.3% 5,261,620 $845.9M
Dimensional Fund Advisors LP 0.17% Add +1.1% 4,574,795 $735.4M
Nuveen, LLC 0.20% Add +4.6% 4,566,060 $734.0M
Charles Schwab Investment Management Inc. 0.11% Add +3.7% 3,795,650 $610.2M
Legal & General Group Plc 0.15% Reduce -1.4% 3,748,603 $602.6M
T. Rowe Price Associates Inc. 0.06% Add +5.7% 3,492,462 $561.5M
Invesco Ltd. 0.09% Reduce -7.4% 3,389,015 $544.8M
FMR LLC 0.03% Reduce -16.8% 3,034,794 $487.9M
Principal Financial Group Inc. 0.24% Reduce -10.2% 2,880,497 $463.1M
Goldman Sachs Group Inc. 0.07% Reduce -12.8% 2,500,180 $401.9M
Boston Partners 0.43% Reduce -1.9% 2,394,524 $385.0M
Deutsche Bank AG 0.14% Reduce -25.7% 2,354,935 $378.6M
Bank of New York Mellon Corp 0.07% Add +4.2% 2,330,247 $374.6M
Smead Capital Management, Inc. 6.64% Reduce -11.8% 2,062,019 $331.5M
Daiwa Securities Group Inc. 1.22% Reduce -0.8% 2,047,409 $329.1M
Royal Bank of Canada 0.06% Add +24.8% 1,948,163 $313.2M
Amundi 0.10% Add +12.0% 1,796,940 $298.1M
Centersquare Investment Management LLC 2.64% Reduce -2.0% 1,585,293 $254.9M
CBRE Investment Management Listed Real Assets LLC 3.85% Reduce -14.2% 1,568,498 $252.2M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +5.5% 1,503,185 $241.7M
Ameriprise Financial Inc. 0.05% Add +4.8% 1,374,190 $220.5M
Resolution Capital Ltd 4.13% Reduce -28.1% 1,294,587 $208.1M
Prudential Financial Inc. 0.27% Add +2.8% 1,278,449 $205.5M
Citadel Advisors 0.18% Add +34.7% 1,259,483 $202.5M
Los Angeles Capital Management LLC 0.72% Reduce -10.3% 1,189,809 $191.3M
Russell Investments Group, Ltd. 0.24% Reduce -20.1% 1,176,230 $189.1M
UBS Group AG 0.04% Reduce -4.8% 1,162,795 $186.9M
Massachusetts Financial Services Co. 0.06% Reduce -3.8% 1,143,826 $183.9M
HighTower Advisors, LLC 0.22% Add +12.4% 1,075,044 $172.8M
Artemis Investment Management LLP 2.21% Add +130.0% 1,070,161 $172.0M
Schroder Investment Management Group 0.14% Add +8.3% 1,050,586 $168.9M
National Pension Service 0.15% Add +7.4% 1,046,556 $168.2M
Wellington Management Group LLP 0.03% Add +9.7% 1,003,378 $161.3M
HSBC Holdings PLC 0.10% Reduce -34.9% 997,278 $160.1M
Bessemer Group Inc. 0.26% Add +0.2% 992,335 $159.5M
Swiss National Bank 0.10% Add +7.3% 987,627 $158.8M
CANADA LIFE ASSURANCE Co 0.25% Add +11.0% 969,164 $155.9M
KBC Group NV 0.41% Add +10.5% 944,783 $151.9M
Sei Investments Co. 0.17% Reduce -11.6% 912,212 $146.6M
Wells Fargo & Company 0.03% Add +2.6% 891,217 $143.3M
Duff & Phelps Investment Management Co. 1.62% Add +0.4% 859,593 $138.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +6.7% 817,971 $131.5M
Hamlin Capital Management, LLC 3.03% Add +1.6% 814,907 $131.0M
Alliancebernstein L.P. 0.04% Add +1.0% 795,340 $127.9M
Allianz Asset Management GmbH 0.17% Add +19.6% 792,863 $127.5M
Macquarie Group Ltd. 0.16% Add +7.8% 791,513 $127.2M
Panagora Asset Management Inc. 0.57% Reduce -10.1% 786,243 $126.4M
PGGM Investments 2.19% Reduce -8.7% 784,908 $126.2M
Millennium Management 0.11% Add +184.5% 755,911 $121.5M
Rhumbline Advisers 0.09% Reduce -1.5% 675,404 $108.6M
Aberdeen Group plc 0.18% Add +5.2% 651,785 $104.8M
Bank of Montreal 0.05% Reduce -1.6% 640,760 $103.0M
Barclays PLC 0.04% Reduce -3.3% 616,876 $99.2M
Asset Management One Co., Ltd. 0.30% Reduce -1.3% 594,054 $95.5M
Caisse de depot et placement du Quebec 0.20% Add +103.0% 593,529 $95.4M
Public Employees Retirement System of Ohio 0.32% Add +1.6% 587,346 $94.4M
Franklin Resources Inc. 0.02% Reduce -24.1% 565,403 $90.9M
California Public Employees Retirement System 0.06% Add +4.8% 559,850 $90.0M
APG Asset Management US Inc. 0.66% Reduce -3.9% 540,385 $88.8M
Nomura Asset Management Co. Ltd. 0.24% Add +3.3% 546,533 $87.9M
California State Teachers Retirement System 0.10% Add +2.7% 533,452 $85.8M
Raymond James Financial Inc. 0.03% Add +7.4% 516,094 $83.0M
Lasalle Investment Management Securities LLC 3.38% Add +10.8% 514,060 $82.6M
American Century Companies Inc. 0.04% Reduce -3.9% 512,602 $82.4M
Robeco Institutional Asset Management B.V. 0.13% Add +41.1% 485,083 $78.0M
Victory Capital Management Inc. 0.05% Add +132.9% 468,317 $75.3M
Canada Pension Plan Investment Board 0.06% Add +13.7% 462,669 $74.4M
Neuberger Berman Group LLC 0.06% Reduce -19.9% 461,793 $74.2M
Voloridge Investment Management, LLC 0.27% Reduce -17.4% 461,112 $74.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -87.9% 440,495 $70.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -3.1% 431,977 $69.4M
Citigroup Inc. 0.05% Add +21.6% 425,502 $68.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.47% Add +0.8% 423,069 $68.0M
Qube Research & Technologies Ltd 0.09% Add +245.8% 422,492 $67.9M
BNP Paribas Financial Markets 0.05% Reduce -24.9% 406,858 $65.4M
TCW Group Inc. 0.51% Add +1.3% 400,928 $64.5M
Capital Advisors Inc. 1.14% Add +0.5% 393,756 $63.3M
Heitman Real Estate Securities LLC 4.47% Reduce -17.9% 392,425 $63.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Add +3.9% 386,350 $62.1M
LPL Financial LLC 0.02% Add +9.8% 383,468 $61.6M
Mitsubishi UFJ Trust & Banking Corp 0.14% Add +77.2% 378,139 $60.8M
STRS Ohio 0.22% Add +64.0% 372,598 $59.9M
Stifel Financial Corp. 0.06% Add +5.7% 372,053 $59.8M
Adelante Capital Management LLC 4.35% Reduce -4.8% 368,002 $59.2M
PNC Financial Services Group, Inc. 0.04% Reduce -0.2% 365,067 $58.7M
AQR Capital Management 0.05% Add +66.2% 351,986 $56.2M
Envestnet Asset Management Inc. 0.02% Add +9.2% 348,259 $56.0M
Treasurer of the State of North Carolina 0.18% Add +59.3% 343,488 $55.2M
Ensign Peak Advisors, Inc 0.09% No change 342,012 $55.0M
Susquehanna International Group, LLP 0.08% Add +200.1% 330,736 $53.2M
State Board of Administration of Florida Retirement System 0.09% Add +1.3% 311,919 $50.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Add +128.3% 307,417 $49.4M
Susquehanna Portfolio Strategies, LLC 1.04% New 295,889 $47.6M
Worldquant Millennium Advisors LLC 0.23% Add +18.0% 291,431 $46.9M
Storebrand Asset Management As 0.13% Reduce -0.6% 283,146 $45.5M
Allspring Global Investments Holdings, LLC 0.08% Reduce -3.6% 274,662 $45.1M
Aew Capital Management L P 2.35% Reduce -0.6% 277,645 $44.6M
New York State Teachers Retirement System 0.09% Add +3.5% 272,493 $43.8M
FIL Ltd 0.04% Add +2.7% 264,417 $42.5M
State of New Jersey Common Pension Fund D 0.16% Add +0.5% 259,560 $41.7M
DekaBank Deutsche Girozentrale 0.07% Reduce -0.3% 253,389 $40.4M
Voya Investment Management LLC 0.05% Add +18.9% 250,624 $40.3M
Weiss Asset Management LP 0.75% New 247,691 $39.8M
Aviva PLC 0.08% Add +698.3% 243,931 $39.2M
Clark Capital Management Group, Inc. 0.27% Add +2.5% 242,855 $39.0M
Analyst IMS Investment Management Services Ltd. 1.33% Add +66.6% 242,045 $38.9M
Baron Capital (BAMCO) 0.10% Add +307.4% 240,938 $38.7M
Manufacturers Life Insurance Company, The 0.04% Reduce -2.8% 240,856 $38.7M
Retirement Systems of Alabama 0.14% Reduce -0.8% 240,487 $38.7M
Acadian Asset Management LLC 0.08% Reduce -56.1% 232,805 $37.4M
Uniplan Investment Counsel, Inc. 3.90% Reduce -2.9% 231,904 $37.3M
Skandinaviska Enskilda Banken AB (publ) 0.16% Reduce -39.2% 226,957 $36.5M
Prana Capital Management, LP 1.31% Add +27.4% 225,401 $36.2M
National Bank of Canada 0.04% Reduce -7.2% 224,677 $36.1M
AXA S.A. 0.10% Reduce -3.0% 223,592 $35.9M
State of Tennessee, Department of Treasury 0.13% Reduce -1.0% 218,155 $35.1M
Point72 Asset Management 0.09% Reduce -30.0% 215,874 $34.7M
Jane Street Group, LLC 0.06% Add +766.4% 215,272 $34.6M
QRG Capital Management, Inc. 0.30% Add +0.6% 212,123 $34.1M
CORDA Investment Management, LLC. 2.50% Reduce -0.5% 211,516 $34.0M
Royal London Asset Management Ltd. 0.08% Reduce -2.4% 211,371 $34.0M
Douglas Lane & Associates, LLC 0.49% Reduce -9.8% 211,196 $34.0M
New York State Common Retirement Fund 0.05% Add +0.7% 210,763 $33.9M
Long Pond Capital, LP 2.21% New 208,500 $33.5M
Korea Investment CORP 0.07% Reduce -13.5% 207,288 $33.3M
Van Lanschot Kempen Investment Management N.V. 0.31% Add +101.3% 204,740 $32.9M
Sapient Capital LLC 0.59% Add +0.0% 204,503 $32.9M
Aware Super Pty Ltd as trustee of Aware Super 0.47% Add +6.7% 198,140 $31.9M
Natixis Advisors, LLC 0.05% Add +0.2% 196,642 $31.6M
Cubist Systematic Strategies, LLC 0.34% Add +179.0% 196,098 $31.5M
State of Alaska, Department of Revenue 0.33% Reduce -0.8% 193,104 $31.0M
Fort Washington Investment Advisors Inc. 0.18% Add +1.1% 192,295 $30.9M
Squarepoint Ops LLC 0.07% Add +32.2% 191,023 $30.7M
Toronto Dominion Bank 0.07% Add +25.8% 190,288 $30.6M
KLP Kapitalforvaltning As 0.13% Add +2.6% 187,742 $30.2M
D. E. Shaw & Co. 0.03% Add +0.8% 181,999 $29.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Add +2.8% 180,221 $29.0M
Resona Asset Management Co.,Ltd. 0.14% Reduce -5.6% 177,973 $28.6M
Arrowstreet Capital, Limited Partnership 0.02% Add +740.8% 177,568 $28.5M
Minneapolis Portfolio Management Group, LLC 3.50% Reduce -0.8% 176,085 $28.3M
State of Wisconsin Investment Board 0.07% Reduce -4.9% 174,164 $28.0M
Mercer Global Advisors Inc. 0.06% Reduce -0.8% 171,635 $27.6M
Andra AP-fonden 0.38% Add +20.1% 170,400 $27.4M
Pictet Asset Management Holding SA 0.03% Reduce -3.9% 168,902 $27.2M
Danske Bank A/S 0.07% Add +6.0% 168,720 $27.1M
Meeder Asset Management Inc. 1.65% Add +0.1% 167,416 $26.9M
Van Eck Associates Corp. 0.03% Add +4.1% 166,679 $26.8M
APG Asset Management N.V. 0.08% Add +3.1% 194,922 $26.7M
Chevy Chase Trust Holdings, LLC 0.08% Add +0.6% 162,305 $26.1M
Factory Mutual Insurance Co. 0.28% No change 160,592 $25.8M
Nisa Investment Advisors, LLC 0.12% Reduce -16.2% 158,844 $25.5M
CSM Advisors, LLC 0.74% New 158,245 $25.4M
Handelsbanken Fonder AB 0.09% Reduce -15.0% 156,267 $25.1M
Focus Partners Wealth 0.05% Add +35.6% 154,783 $24.9M
Employees Retirement System of Texas 0.24% Reduce -6.4% 154,442 $24.8M
Land & Buildings Investment Management, LLC 4.62% Add +14.2% 144,045 $23.2M
TD Asset Management Inc 0.02% Add +2.6% 142,870 $23.0M
Banco Santander, S.A. 0.22% Reduce -4.5% 141,050 $22.7M
Natixis 0.11% Add +25.9% 139,821 $22.5M
Swedbank AB 0.02% Add +5.6% 137,950 $22.2M
Janney Montgomery Scott LLC 0.06% Add +87.5% 131,791 $21.2M
Balyasny Asset Management L.P. 0.05% Reduce -21.7% 130,679 $21.0M
Achmea Investment Management B.V. 0.27% Add +0.3% 130,329 $21.0M
Hazelview Securities Inc. 3.58% Add +7774.5% 123,630 $20.2M
Federated Hermes, Inc. 0.04% Add +68.8% 124,912 $20.1M
Vert Asset Management LLC 7.21% Reduce -0.1% 123,237 $19.8M
Rockefeller Capital Management L.P. 0.04% Add +9.8% 122,012 $19.6M
Alyeska Investment Group, L.P. 0.07% New 121,831 $19.6M
Cibc World Markets Corp. 0.13% Reduce -2.0% 121,110 $19.5M
Lazard Asset Management LLC 0.03% Add +16.5% 120,988 $19.4M
Sound Income Strategies, LLC 1.09% Add +6.3% 118,621 $19.1M
UniSuper Management Pty Ltd 0.13% Add +0.5% 117,464 $18.9M
Bokf, NA 0.30% Add +318.8% 115,632 $18.6M
First Trust Advisors LP 0.01% Reduce -8.3% 114,183 $18.4M
IFM Investors Pty Ltd 0.17% Reduce -7.8% 114,083 $18.3M
Thrivent Financial for Lutherans 0.04% Reduce -7.8% 112,787 $18.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +2.4% 110,531 $17.8M
LBP Am SA 0.24% Add +23.4% 107,997 $17.4M
New Age Alpha Advisors, LLC 0.72% Reduce -17.2% 102,309 $16.4M
Dark Forest Capital Management LP 0.66% Add +1269.8% 102,279 $16.4M
Hudson Bay Capital Management LP 0.12% New 100,443 $16.1M
State of Michigan Retirement System 0.08% Reduce -4.0% 100,349 $16.1M
Pacific Heights Asset Management LLC 0.86% No change 100,000 $16.1M
Quantinno Capital Management LP 0.07% Add +22.3% 99,620 $16.0M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Reduce -7.0% 99,361 $16.0M
Creative Planning 0.01% Add +11.5% 97,650 $15.7M
Arizona State Retirement System 0.09% Reduce -0.4% 95,375 $15.3M
Glenmede Investment Management, LP 0.08% — 94,261 $15.2M
Jefferies Financial Group Inc. 0.25% Add +4295.8% 91,521 $14.7M
MetLife Investment Management, LLC 0.09% Reduce -2.0% 90,442 $14.5M
Gillson Capital LP 1.11% Add +278.7% 90,140 $14.5M
Nissay Asset Management Corp. /Japan 0.08% Add +3.0% 87,059 $14.0M
Exchange Traded Concepts, LLC 0.17% Add +22.2% 84,894 $13.6M
Xponance LLC 0.11% Add +1.4% 82,159 $13.2M
Whittier Trust Co. 0.16% Add +2.1% 80,231 $12.9M
Varma Mutual Pension Insurance Co 0.09% Add +0.7% 75,849 $12.2M
Osaic Holdings, Inc. 0.02% Add +60.2% 74,712 $12.1M
Czech National Bank 0.09% Add +6.5% 75,000 $12.1M
Corient Private Wealth LP 0.02% Reduce -3.4% 73,436 $11.8M
Independent Advisor Alliance 0.34% Reduce -3.9% 72,841 $11.7M
Janney Capital Management LLC 0.75% Reduce -1.3% 72,202 $11.6M
MML Investors Services, LLC 0.03% Add +12.7% 71,868 $11.6M
Forsta Ap-Fonden 0.08% Reduce -30.0% 71,300 $11.5M
Jones Financial Companies LLLP 0.01% Add +11.2% 70,923 $11.4M
LGT Group Foundation 0.14% Reduce -2.4% 70,588 $11.3M
Biondo Investment Advisors, LLC 1.49% Add +2.6% 70,123 $11.3M
Edgemoor Investment Advisors, Inc. 0.98% Add +0.5% 69,967 $11.2M
SummitTX Capital, L.P. 0.48% Add +31.0% 68,173 $11.0M
Jain Global LLC 0.18% New 67,704 $10.9M
Huntington National Bank 0.09% Add +6.3% 66,732 $10.7M
Wealthfront Advisers LLC 0.03% Add +10.8% 65,912 $10.6M
Payden & Rygel 0.87% No change 65,650 $10.6M
Metis Global Partners, LLC 0.27% Add +19.1% 65,321 $10.5M
Amalgamated Bank 0.08% Add +3.3% 63,981 $10.3M
ProShare Advisors LLC 0.02% Add +7.9% 63,304 $10.2M
Public Sector Pension Investment Board 0.04% Reduce -63.8% 63,140 $10.2M
Commonwealth Equity Services, LLC 0.01% Reduce -2.5% 62,736 $10.1M
DNB Asset Management AS 0.04% Add +5.7% 62,646 $10.1M
Mariner, LLC 0.01% Reduce -3.1% 62,480 $10.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +6.5% 62,317 $10.0M
Empowered Funds, LLC 0.11% Add +24.6% 62,006 $10.0M
Rwa Wealth Partners, LLC 0.12% Reduce -8.9% 61,773 $9.9M
USS Investment Management Ltd 0.06% Reduce -0.4% 61,724 $9.9M
US Bancorp \de 0.01% Add +3.8% 61,566 $9.9M
Vestcor Inc 0.30% Add +10.4% 61,442 $9.9M
Edgar Lomax Co. 0.62% Reduce -1.6% 60,915 $9.8M
Nixon Capital, LLC 3.15% Reduce -3.7% 60,271 $9.7M
O'shaughnessy Asset Management, LLC 0.07% Reduce -20.1% 60,100 $9.7M
Edgestream Partners, L.P. 0.27% New 60,089 $9.7M
Brookfield Corp 0.01% Reduce -63.8% 60,055 $9.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.27% Reduce -3.5% 59,843 $9.6M
Sun Life Financial Inc. 0.52% No change 59,145 $9.5M
Davis Selected Advisers 0.05% Reduce -13.7% 58,723 $9.4M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +0.8% 57,755 $9.3M
B&I Capital AG 3.16% Reduce -7.6% 57,745 $9.3M
M&T Bank Corp 0.03% Add +1.5% 57,671 $9.3M
Teacher Retirement System of Texas 0.04% Reduce -54.2% 57,171 $9.2M
Cetera Investment Advisers 0.02% Add +24.4% 56,932 $9.2M
Riverview Capital Advisers, LLC 2.49% Reduce -3.8% 54,109 $8.7M
Greystone Financial Group, LLC 1.41% Add +14.6% 53,403 $8.6M
Utah Retirement Systems 0.09% Reduce -0.5% 53,248 $8.6M
Advisors Capital Management, LLC 0.12% Reduce -56.1% 53,095 $8.5M
Knights of Columbus Asset Advisors LLC 0.50% Reduce -0.7% 51,567 $8.3M
Allianz SE 0.20% No change 51,425 $8.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -17.7% 51,330 $8.3M
Ethic Inc. 0.15% Reduce -3.5% 51,327 $8.2M
Staley Capital Advisers Inc. 0.35% Add +6.5% 50,980 $8.2M
Janus Henderson Group PLC 0.00% Add +18.7% 50,422 $8.1M
&partners 0.06% Add +162.4% 49,894 $8.0M
Police & Firemen's Retirement System of New Jersey 0.07% Add +5.1% 49,502 $8.0M
Yousif Capital Management, LLC 0.09% Reduce -0.6% 49,058 $7.9M
Bogart Wealth, LLC 0.33% Add +14.9% 47,446 $7.6M
Pinebridge Investments, L.P. 0.06% Add +87.9% 46,409 $7.5M
Vanguard Personalized Indexing Management, LLC 0.08% Add +22.2% 46,272 $7.4M
New York Life Investment Management LLC 0.07% Add +1.3% 46,246 $7.4M
GSI Capital Advisors LLC 3.92% Add +0.3% 45,491 $7.3M
Kingsview Wealth Management, LLC 0.12% Reduce -79.7% 44,945 $7.2M
Pathstone Holdings, LLC 0.03% Reduce -1.0% 44,607 $7.2M
Federation des caisses Desjardins du Quebec 0.03% Add +74.7% 44,298 $7.1M
Everett Harris & Co. 0.09% Reduce -0.7% 44,247 $7.1M
Concurrent Investment Advisors, LLC 0.14% Reduce -14.2% 43,850 $7.0M
Groupe la Francaise 0.11% Add +28.4% 43,658 $7.0M
Waters Parkerson & Co., LLC 0.35% Add +22.9% 43,475 $7.0M
CIBC Asset Management Inc 0.02% Reduce -8.1% 43,139 $6.9M
ASR Vermogensbeheer N.V. 0.09% Reduce -0.4% 43,112 $6.9M
Cibc World Market Inc. 0.02% Reduce -6.8% 42,753 $6.9M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.9% 42,429 $6.8M
Westpac Banking Corp. 0.45% Reduce -5.9% 42,253 $6.8M
Alpha Omega Wealth Management LLC 1.20% Reduce -1.3% 41,835 $6.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -30.0% 41,501 $6.7M
Winslow Asset Management Inc. 1.32% Add +0.6% 40,741 $6.5M
ING Groep NV 0.04% Add +3.1% 40,374 $6.5M
Brevan Howard Capital Management LP 0.07% Add +41.1% 40,267 $6.5M
NEOS Investment Management LLC 0.08% Add +50.0% 39,954 $6.4M
Hudson Edge Investment Partners Inc. 1.10% Add +9.4% 39,838 $6.4M
Schonfeld Strategic Advisors LLC 0.05% Add +256.2% 39,738 $6.4M
Cantor Fitzgerald Investment Advisors L.P. 0.45% Reduce -0.1% 39,532 $6.4M
Pensionfund PDN 4.28% No change 39,508 $6.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -3.2% 39,460 $6.3M
Truist Financial Corp. 0.01% Add +3.0% 39,433 $6.3M
Rafferty Asset Management, LLC 0.02% Add +16.3% 38,887 $6.3M
Whittier Trust Co. of Nevada Inc. 0.14% Add +3.3% 38,833 $6.2M
Mackenzie Financial Corp. 0.01% Reduce -71.1% 38,654 $6.2M
Verition Fund Management LLC 0.04% Add +18.9% 38,619 $6.2M
Bank of Nova Scotia 0.01% Add +9.7% 37,526 $6.0M
Swiss Life Asset Management Ltd 0.04% Add +44.4% 37,453 $6.0M
Nicholas Investment Partners, LP 0.60% Reduce -2.2% 37,130 $6.0M
Loomis Sayles & Co. L P 0.01% New 36,959 $5.9M
Oppenheimer & Co. Inc. 0.08% Add +3.3% 36,872 $5.9M
Baird Financial Group, Inc. 0.01% Reduce -1.4% 35,739 $5.7M
Cerity Partners LLC 0.01% Add +1.7% 35,740 $5.7M
Intech Investment Management LLC 0.05% Add +11.8% 35,685 $5.7M
Oliver Luxxe Assets LLC 1.02% Add +3.7% 35,580 $5.7M
Man Group plc 0.01% Reduce -36.2% 35,453 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -1.3% 35,185 $5.7M
Sterling Capital Management LLC 0.08% Add +12.4% 35,161 $5.7M
Brown Advisory Inc. 0.01% Reduce -5.8% 34,790 $5.6M
OP Asset Management Ltd 0.08% Add +0.1% 34,424 $5.5M
Sarasin & Partners LLP 0.05% New 34,332 $5.5M
MAI Capital Management 0.04% Add +2.3% 34,131 $5.5M
Sheets Smith Wealth Management 0.64% Reduce -0.3% 33,833 $5.4M
Private Advisor Group, LLC 0.03% Add +4.6% 33,734 $5.4M
Inspire Investing, LLC 0.58% Add +3.3% 33,337 $5.4M
Fred Alger Management, LLC 0.02% No change 33,220 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +23.5% 31,923 $5.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.2% 32,949 $5.3M
Norinchukin Bank, The 0.08% Add +7.1% 32,559 $5.2M
Capital International, Inc. 0.05% Add +49.4% 32,525 $5.2M
Vident Advisory, LLC 0.06% Reduce -4.4% 32,142 $5.2M
Union Bancaire Privee, UBP SA 0.08% No change 32,100 $5.2M
Modern Wealth Management, LLC 0.13% Add +7.1% 31,616 $5.1M
Beacon Pointe Advisors, LLC 0.05% Reduce -6.0% 31,473 $5.1M
Sanctuary Advisors, LLC 0.03% Add +13.2% 30,863 $5.0M
Lodestone Wealth Management LLC 2.41% Add +95.1% 30,803 $5.0M
BLI - Banque de Luxembourg Investments 0.14% New 30,800 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +9.8% 30,390 $4.9M
McGinn Penninger Investment Management, Inc. 3.06% Add +0.0% 30,125 $4.8M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 30,100 $4.8M
Truvestments Capital LLC 0.95% Reduce -0.7% 29,683 $4.8M
New Insight Wealth Advisors 1.96% Reduce -11.9% 29,558 $4.8M
D.A. Davidson & Co. 0.03% Add +2.1% 29,480 $4.7M
Nordea Investment Management AB 0.00% Add +5.7% 29,781 $4.7M
Vanderbilt University 0.89% Add +12.1% 29,241 $4.7M
Bruni J V & Co. 0.49% Reduce -1.7% 29,182 $4.7M
Crossmark Global Holdings, Inc. 0.08% Reduce -16.1% 28,940 $4.7M
NewEdge Advisors, LLC 0.02% Add +13.4% 28,444 $4.6M
Candriam S.C.A. 0.03% Reduce -66.4% 27,846 $4.5M
Condor Capital Management 0.38% Reduce -0.6% 27,579 $4.4M
Summit Trail Advisors, LLC 0.08% New 27,369 $4.4M
Alberta Investment Management Corp 0.04% Add +76.1% 27,300 $4.4M
Jamison Private Wealth Management, Inc. 0.63% Add +91.1% 27,236 $4.4M
ExodusPoint Capital Management, LP 0.05% New 26,566 $4.3M
Oregon Public Employees Retirement Fund 0.08% Add +0.8% 26,535 $4.3M
tru Independence LLC 1.22% Add +0.0% 26,305 $4.2M
Cornerstone Wealth Group, LLC 0.32% Add +6.8% 26,175 $4.2M
Adage Capital Partners Gp, L.L.C. 0.01% New 26,063 $4.2M
BDF-Gestion 0.46% Reduce -9.8% 25,796 $4.1M
Burney Co./ 0.14% Add +1036.0% 25,572 $4.1M
Investment Management Corp of Ontario 0.06% Reduce -29.5% 25,460 $4.1M
Mediolanum International Funds Ltd 0.05% Add +488.5% 25,235 $4.1M
Naviter Wealth, LLC 0.50% Add +4.3% 25,081 $4.0M
Captrust Financial Advisors 0.01% Add +11.9% 24,864 $4.0M
Stevens Capital Management LP 1.08% Reduce -14.9% 24,724 $4.0M
Pacer Advisors, Inc. 0.01% Add +13.0% 24,663 $4.0M
Kestra Advisory Services, LLC 0.02% Add +7.3% 24,657 $4.0M
Atria Investments, Inc 0.05% Reduce -2.5% 24,576 $4.0M
OMERS ADMINISTRATION Corp 0.03% No change 24,288 $3.9M
Quantbot Technologies LP 0.10% Add +617.0% 24,147 $3.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.32% No change 24,102 $3.9M
Teachers Retirement System of the State of Kentucky 0.03% Add +1.5% 24,010 $3.9M
Erste Asset Management GmbH 0.03% Add +64.5% 24,021 $3.9M
Fiduciary Group, LLC 0.36% Reduce -1.0% 23,977 $3.9M
Avanza Fonder AB 0.11% Add +12.1% 23,797 $3.8M
CreativeOne Wealth, LLC 0.10% Add +17.4% 23,220 $3.7M
Soltis Investment Advisors LLC 0.29% Add +3.5% 23,181 $3.7M
Mubadala Investment Co PJSC 0.02% Add +3.7% 23,127 $3.7M
Tidal Investments LLC 0.02% Add +19.8% 23,102 $3.7M
Elo Mutual Pension Insurance Co 0.08% Reduce -33.4% 23,085 $3.7M
Advisory Services Network, LLC 0.06% Add +3.2% 22,650 $3.7M
American Assets Capital Advisers, LLC 3.64% Reduce -63.8% 22,551 $3.6M
Brookstone Capital Management 0.05% Reduce -7.3% 22,434 $3.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +7.8% 22,300 $3.6M
GeoWealth Management, LLC 0.14% Reduce -17.8% 22,175 $3.6M
Venture Visionary Partners LLC 0.13% Add +2.6% 22,005 $3.5M
Advisors Asset Management, Inc. 0.06% Add +3.6% 21,929 $3.5M
Zimmer Partners, LP 0.08% Reduce -74.9% 21,925 $3.5M
Point72 (DIFC) Ltd 0.28% Add +1723.4% 21,844 $3.5M
1832 Asset Management L.P. 0.01% New 21,824 $3.5M
SAM Advisors, LLC 1.20% Add +3.2% 21,642 $3.5M
Fifth Third Bancorp 0.01% Reduce -2.6% 21,560 $3.5M
Yarbrough Capital, LLC 0.12% No change 21,500 $3.5M
Waterloo Capital, L.P. 0.28% Reduce -12.0% 21,244 $3.4M
Mizuho Securities USA LLC 0.07% — 21,200 $3.4M
Allworth Financial LP 0.02% Add +394.0% 20,994 $3.4M
Strategic Global Advisors, LLC 0.55% Add +6.9% 20,958 $3.4M
Commerce Bank 0.02% Add +0.8% 20,933 $3.4M
Grassi Investment Management 0.27% Reduce -5.7% 20,798 $3.3M
Diversified Trust Co. 0.07% Reduce -19.0% 20,763 $3.3M
Kentucky Retirement Systems 0.10% Reduce -6.2% 20,730 $3.3M
Prospera Financial Services Inc 0.06% Add +16.1% 20,652 $3.3M
Avantax Advisory Services, Inc. 0.02% Add +6.1% 20,366 $3.3M
Pensionfund Sabic 0.92% Add +5.2% 20,206 $3.2M
CIBC Private Wealth Group LLC 0.01% Reduce -6.5% 19,961 $3.2M
Hamilton Capital Partners Inc. 0.16% Add +15.1% 19,892 $3.2M
Foundations Investment Advisors, LLC 0.05% Add +9.8% 19,822 $3.2M
Marshall Wace, LLP 0.00% Add +316.2% 19,787 $3.2M
Wolverine Trading, LLC 0.08% Reduce -59.4% 19,648 $3.2M
Integrated Advisors Network LLC 0.14% Reduce -2.0% 19,363 $3.1M
Vinva Investment Management Ltd 0.08% Reduce -6.4% 19,023 $3.1M
Hartford Investment Management Co. 0.09% Reduce -1.1% 18,461 $3.0M
Entropy Technologies, LP 0.23% New 18,387 $3.0M
Tower Research Capital LLC (TRC) 0.08% Add +27.6% 18,288 $2.9M
Engineers Gate Manager LP 0.04% Reduce -58.5% 18,028 $2.9M
DoubleLine ETF Adviser LP 0.93% Add +1.4% 18,008 $2.9M
Plato Investment Management Ltd 0.22% Add +4.3% 18,018 $2.9M
Peapack Gladstone Financial Corp. 0.04% Reduce -3.3% 17,899 $2.9M
W.G. Shaheen & Associates DBA Whitney & Co 0.28% Reduce -3.5% 17,649 $2.8M
Park Avenue Securities LLC 0.03% New 17,603 $2.8M
Spirit of America Management Corp. 0.59% Add +3.5% 17,600 $2.8M
Del-Sette Capital Management, LLC 1.94% Add +26.2% 17,346 $2.8M
Kestra Private Wealth Services, LLC 0.04% Add +10.5% 17,339 $2.8M
Ieq Capital, LLC 0.02% Reduce -24.3% 17,109 $2.8M
Jump Financial, LLC 0.03% Add +80.1% 16,881 $2.7M
Gulf International Bank (UK) Ltd 0.10% Reduce -14.1% 16,821 $2.7M
Equitable Holdings, Inc. 0.02% Reduce -4.4% 16,782 $2.7M
Choreo, LLC 0.04% Add +10.9% 16,707 $2.7M
Blair William & Co. 0.01% Reduce -19.9% 16,521 $2.7M
Stamos Capital Partners, L.P. 0.47% Add +67.7% 16,292 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -1.8% 16,200 $2.6M
XTX Topco Ltd 0.11% Add +160.7% 16,060 $2.6M
Securian Asset Management, Inc. 0.07% Reduce -1.5% 15,950 $2.6M
Maryland State Retirement & Pension System 0.06% Add +4.1% 15,747 $2.5M
Inspire Trust Co, N.A. 0.51% Add +10.7% 15,500 $2.5M
Financial Management Network Inc. 0.44% Add +0.1% 14,833 $2.5M
Redmond Asset Management, LLC 0.59% Reduce -8.6% 15,325 $2.5M
Composition Wealth, LLC 0.04% Reduce -5.0% 15,029 $2.4M
Tocqueville Asset Management L.P. 0.04% Reduce -52.4% 14,997 $2.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 14,957 $2.4M
U S Wealth Group, Llc. 1.87% Add +5.9% 14,883 $2.4M
iA Global Asset Management Inc. 0.04% Add +45.4% 14,769 $2.4M
PEAK6 LLC 0.08% Add +754.0% 14,705 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -64.7% 14,513 $2.3M
New Mexico Educational Retirement Board 0.07% No change 14,295 $2.3M
HUB Investment Partners, LLC 0.08% Add +2.5% 14,161 $2.3M
E. Ohman J:or Asset Management AB 0.06% No change 14,100 $2.3M
AG2R La Mondiale Gestion D'actifs 0.12% Add +6.3% 13,999 $2.3M
Slagle Financial, LLC 0.91% Add +4.6% 13,987 $2.2M
Magnetar Financial LLC 0.01% Add +126.5% 13,929 $2.2M
Nebula Research & Development LLC 0.19% New 13,806 $2.2M
Legacy Wealth Asset Management, LLC 0.56% Add +0.5% 13,768 $2.2M
Hudson Canyon Capital Management 1.37% Add +1.5% 13,698 $2.2M
Cascade Investment Group, Inc. 1.53% Reduce -0.6% 13,666 $2.2M
Clough Capital Partners L P 0.22% No change 13,600 $2.2M
Garda Capital Partners LP 0.61% Add +291.2% 13,419 $2.2M
Cunning Capital Partners, LP 1.10% No change 13,189 $2.1M
Moran Wealth Management, LLC 0.07% Reduce -0.3% 13,107 $2.1M
Carret Asset Management, LLC 0.22% Reduce -0.1% 12,873 $2.1M
Cwm, LLC 0.01% Add +22.1% 12,763 $2.1M
Red Cedar Investment Management, LLC 0.26% No change 12,748 $2.0M
Cim, LLC 0.28% New 12,727 $2.0M
Jaffetilchin Investment Partners, LLC 0.13% Reduce -2.2% 12,683 $2.0M
United Capital Financial Advisors, LLC 0.02% Reduce -9.8% 12,664 $2.0M
Alpine Woods Capital Investors, LLC 0.48% Add +0.3% 12,461 $2.0M
CCM Investment Advisers LLC 0.22% Reduce -0.3% 12,455 $2.0M
Tower Bridge Advisors 0.22% No change 12,450 $2.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -94.9% 12,240 $2.0M
Prudential PLC 0.01% Add +59.0% 12,153 $2.0M
Signet Financial Management, LLC 0.24% Add +1.4% 12,064 $1.9M
Lecap Asset Management Ltd. 0.68% Add +426.8% 11,973 $1.9M
Lido Advisors, LLC 0.01% Reduce -36.2% 11,928 $1.9M
Arbor Capital Management Inc. 1.66% Add +5.9% 11,650 $1.9M
Wellington Shields Capital Management, LLC 0.32% Add +3.1% 11,680 $1.9M
Agf Management Ltd. 0.01% Reduce -36.2% 11,605 $1.9M
Adell Harriman & Carpenter Inc. 0.12% Reduce -20.0% 11,585 $1.9M
Assetmark, Inc. 0.00% Add +20.2% 11,583 $1.9M
Presima Securities ULC 0.43% No change 11,573 $1.9M
Oppenheimer Asset Management Inc. 0.02% Reduce -12.8% 11,542 $1.9M
Howland Capital Management LLC 0.08% Add +2.1% 11,488 $1.8M
Summit Global Investments 0.11% New 11,466 $1.8M
Cary Street Partners Financial LLC 0.05% New 11,457 $1.8M
Fortem Financial Group, LLC 0.59% Reduce -3.3% 11,441 $1.8M
Guggenheim Capital LLC 0.01% Add +2.2% 11,346 $1.8M
Machina Capital S.A.S. 0.38% Add +79.2% 11,261 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +11.3% 10,813 $1.7M
Jeppson Wealth Management, LLC 0.60% Add +15.9% 10,784 $1.7M
Hennion & Walsh Asset Management, Inc. 0.07% Add +5.8% 10,689 $1.7M
Quadrant Capital Group LLC 0.06% Add +1.4% 10,682 $1.7M
Oddo BHF Asset Management Sas 0.07% Reduce -2.4% 10,675 $1.7M
Cascade Investment Advisors, Inc. 1.10% Reduce -2.5% 10,643 $1.7M
Harvest Portfolios Group Inc. 0.04% Add +7.8% 10,634 $1.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.19% Reduce -0.4% 10,519 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Reduce -14.0% 10,482 $1.7M
Bridgefront Capital, LLC 0.44% Add +91.5% 10,385 $1.7M
Morangie Management LLC 1.43% No change 10,272 $1.7M
Norden Group LLC 0.18% Reduce -2.5% 10,269 $1.7M
Diligent Investors, LLC 0.39% Reduce -16.8% 10,222 $1.6M
BCGM Wealth Management, LLC 0.46% Add +1.1% 10,086 $1.6M
Pine Valley Investments Ltd Liability Co 0.10% Add +2.0% 10,076 $1.6M
Mystic Asset Management, Inc. 0.39% Add +1.1% 10,070 $1.6M
Groupama Asset Managment 0.03% Reduce -27.0% 10,068 $1.6M
Cullen Capital Management, LLC 0.02% Add +7.3% 9,896 $1.6M
Diversify Advisory Services, LLC 0.06% Add +566.6% 9,339 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 9,788 $1.6M
SG Americas Securities, LLC 0.01% Reduce -84.5% 9,759 $1.6M
Orion Porfolio Solutions, LLC 0.01% Reduce -13.6% 9,627 $1.5M
Integrated Wealth Concepts LLC 0.02% Add +19.7% 9,543 $1.5M
Point72 Asia (Singapore) Pte. Ltd. 0.27% Add +48.2% 9,532 $1.5M
Meeder Advisory Services, Inc. 0.08% Reduce -3.3% 9,374 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -29.4% 9,323 $1.5M
Sowell Financial Services LLC 0.06% Add +0.1% 9,296 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% No change 9,253 $1.5M
Donoghue Forlines LLC 0.42% Reduce -58.7% 9,224 $1.5M
Perpetual Ltd 0.02% Reduce -16.7% 9,090 $1.5M
Greenleaf Trust 0.01% Reduce -8.3% 9,078 $1.5M
Daiichi Life Insurance Co., Ltd. 0.04% Add +43.8% 9,069 $1.5M
Ossiam 0.02% Reduce -22.1% 8,896 $1.4M
Palogic Value Management, L.P. 0.61% Add +0.1% 8,807 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -6.5% 8,798 $1.4M
CFM Wealth Partners LLC 0.22% Add +11.2% 8,714 $1.4M
Ascentis Independent Advisors 0.26% Add +2.7% 8,616 $1.4M
Affinity Investment Advisors, LLC 1.04% Add +1.8% 8,556 $1.4M
Nicola Wealth Management LTD. 0.13% New 8,550 $1.4M
Valeo Financial Advisors, LLC 0.03% Reduce -6.6% 8,416 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% New 8,292 $1.3M
111 Capital 0.23% Add +83.6% 8,183 $1.3M
NewEdge Wealth, LLC 0.02% Reduce -7.9% 7,871 $1.3M
Mark Asset Management LP 0.16% No change 8,095 $1.3M
Horizon Investments, LLC 0.02% Add +80.3% 8,011 $1.3M
Wealth Preservation Advisors, LLC 0.79% No change 8,002 $1.3M
Principal Securities, Inc. 0.02% Add +86.5% 8,001 $1.3M
Westerkirk Capital Inc. 0.16% — 7,900 $1.3M
KG Capital Management 0.37% Reduce -12.7% 8,237 $1.3M
Qtron Investments LLC 0.16% No change 7,798 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.6% 7,728 $1.2M
Allstate Corp. 0.09% Reduce -78.0% 7,727 $1.2M
Two Sigma Advisers, LP 0.00% New 7,700 $1.2M
Convergence Investment Partners, LLC 0.31% Reduce -34.0% 7,624 $1.2M
Syon Capital LLC 0.08% Add +16.8% 7,585 $1.2M
Bedel Financial Consulting, Inc. 0.17% No change 7,558 $1.2M
Chung Wu Investment Group, LLC 1.26% Reduce -2.6% 7,550 $1.2M
GC Wealth Management RIA, LLC 0.10% Reduce -6.0% 7,530 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -22.0% 7,518 $1.2M
Frank, Rimerman Advisors LLC 0.08% Reduce -4.5% 7,475 $1.2M
Highland Capital Management, LLC 0.06% New 7,438 $1.2M
GMO 0.00% Add +9.7% 7,368 $1.2M
Larson Financial Group LLC 0.05% Add +8.9% 7,330 $1.2M
Praxis Investment Management Inc. 0.08% Reduce -28.8% 7,319 $1.2M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -6.2% 7,264 $1.2M
one8zero8, LLC 0.28% Reduce -7.8% 7,257 $1.2M
Kintegral Advisory, LLC 0.11% Reduce -0.1% 7,224 $1.2M
Perigon Wealth Management, LLC 0.03% Add +13.4% 7,224 $1.2M
Chesapeake Asset Management LLC 1.05% Reduce -0.1% 7,200 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -5.3% 7,184 $1.2M
TrueWealth Advisors, LLC 0.34% Reduce -1.4% 7,160 $1.2M
Yelin Lapidot Holdings Management Ltd. 0.21% No change 7,150 $1.1M
Wedmont Private Capital 0.05% Add +1.0% 7,040 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +24.3% 7,076 $1.1M
Emergent Wealth Advisors, LLC 0.72% Add +8.0% 6,938 $1.1M
Coldstream Capital Management Inc. 0.02% Add +7.7% 7,044 $1.1M
Secured Retirement Advisors, LLC 0.67% Reduce -0.1% 7,005 $1.1M
Gabelli Funds LLC 0.01% No change 7,000 $1.1M
Gifford Fong Associates 0.26% No change 7,000 $1.1M
Renaissance Group LLC 0.04% Reduce -3.9% 6,998 $1.1M
InTrack Investment Management Inc 0.74% Add +24.9% 6,868 $1.1M
Mufg Securities Americas Inc. 0.09% Add +25.3% 6,800 $1.1M
Merit Financial Group, LLC 0.01% Add +51.8% 6,779 $1.1M
Wellington Shields & Co., LLC 0.30% Add +17.5% 6,700 $1.1M
Keybank National Association 0.00% Add +5.6% 6,693 $1.1M
CW Advisors, LLC 0.01% Add +56.6% 6,653 $1.1M
Knollwood Investment Advisory, LLC 0.10% No change 6,650 $1.1M
AlphaStar Capital Management, LLC 0.07% New 6,497 $1.0M
MQS Management LLC 0.57% Add +10.9% 6,466 $1.0M
Fox Run Management, L.L.C. 0.17% New 6,453 $1.0M
Marino, Stram & Associates LLC 0.21% Add +2.5% 6,331 $1.0M
Retirement Planning Co of New England, Inc. 0.45% Reduce -0.3% 6,291 $1.0M
Callan Family Office, LLC 0.03% Add +218.0% 6,271 $1.0M
Commerzbank Aktiengesellschaft 0.02% Add +41.7% 6,232 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.04% — 6,225 $1.0M
Shell Asset Management Co. 0.03% Reduce -1.7% 6,217 $999K
Sequoia Financial Advisors, LLC 0.01% Reduce -0.8% 6,200 $997K
Solidarity Wealth, LLC 0.23% No change 6,170 $992K
Portside Wealth Group, LLC 0.15% Add +6.5% 6,132 $986K
MSH Capital Advisors LLC 0.28% No change 6,114 $983K
Novem Group 0.12% New 6,077 $977K
Apollon Wealth Management, LLC 0.02% Reduce -30.2% 6,069 $976K
Spire Wealth Management 0.03% Add +192.4% 6,014 $948K
HB Wealth Management, LLC 0.01% Reduce -9.7% 5,895 $948K
Checchi Capital Advisers, LLC 0.07% Reduce -8.1% 5,826 $937K
Ritholtz Wealth Management 0.02% Reduce -35.6% 5,819 $935K
Financiere des Professionnels - Fonds d'investissement inc. 0.06% New 5,806 $933K
GAMMA Investing LLC 0.06% Add +9.8% 5,794 $931K
Adams Asset Advisors, LLC 0.13% No change 5,789 $931K
Snowden Capital Advisors LLC 0.03% Add +11.9% 5,786 $930K
GF Fund Management Co. LTD. 0.02% Reduce -6.9% 5,754 $925K
Applied Finance Capital Management, LLC 0.06% Add +4.0% 5,726 $921K
Quantum Portfolio Management LLC 0.44% Reduce -14.6% 5,681 $913K
Ausdal Financial Partners, Inc. 0.06% Add +3.5% 5,666 $911K
Genesee Capital Advisors, LLC 0.41% Add +2.5% 5,656 $909K
Marshall Financial Group, LLC 0.18% New 5,489 $906K
Gilman Hill Asset Management, LLC 0.15% Add +6.0% 5,631 $905K
Signaturefd, LLC 0.02% Add +2.4% 5,613 $902K
Capital International Sarl 0.02% Add +4.5% 5,562 $894K
Investors Research Corp 0.17% No change 5,540 $891K
Independent Financial Group, LLC 0.02% Add +47.6% 5,528 $889K
Compound Planning, Inc. 0.03% Reduce -17.3% 5,516 $887K
Clarius Group, LLC 0.05% Reduce -3.9% 5,499 $884K
J.W. Cole Advisors, Inc. 0.02% Add +1.9% 5,488 $882K
Radnor Capital Management, LLC 0.14% Reduce -3.3% 5,487 $882K
Morningstar Investment Management LLC 0.08% New 5,422 $872K
Kestra Investment Management, LLC 0.03% Add +2532.7% 5,397 $868K
Aspiriant, LLC 0.03% Reduce -8.0% 5,386 $866K
Sienna Gestion 0.06% No change 5,877 $863K
Parallel Advisors, LLC 0.02% Reduce -2.7% 5,346 $859K
Pinnacle Associates Ltd. 0.01% Add +13.9% 5,330 $857K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,279 $849K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% No change 5,200 $836K
Old Port Advisors 0.23% New 5,189 $834K
Vise Technologies, Inc. 0.03% — 5,087 $818K
American Assets Inc. 0.28% No change 5,000 $815K
Evergreen Capital Management LLC 0.02% Reduce -3.5% 4,988 $802K
Regal Investment Advisors LLC 0.06% Reduce -9.5% 4,960 $797K
TBH Global Asset Management, LLC 0.17% Reduce -1.7% 4,954 $796K
Abn Amro Investment Solutions 0.02% No change 4,918 $791K
RiverFront Investment Group, LLC 0.02% No change 4,903 $788K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -29.6% 4,886 $786K
Highline Wealth Partners LLC 0.23% Reduce -0.5% 4,865 $782K
Wedbush Securities Inc. 0.03% Add +5.0% 4,791 $770K
Monetary Management Group Inc. 0.19% No change 4,775 $768K
Sargent Investment Group, LLC 0.10% Add +40.1% 4,580 $767K
Insigneo Advisory Services, LLC 0.07% Reduce -3.2% 4,751 $764K
Trust Co. of Vermont 0.04% Add +15.8% 4,728 $760K
Chilton Capital Management LLC 0.03% Reduce -0.0% 4,719 $759K
Wilmington Savings Fund Society, FSB 0.01% Reduce -26.5% 4,697 $755K
NorthRock Partners, LLC 0.02% Add +3.8% 4,694 $755K
Gsa Capital Partners LLP 0.05% Add +192.2% 4,658 $749K
Siemens Fonds Invest GmbH 0.04% Add +24.1% 4,612 $741K
Atria Wealth Solutions, Inc. 0.02% Reduce -69.7% 4,542 $738K
Invst, LLC 0.09% Reduce -2.0% 4,581 $736K
Ballentine Partners, LLC 0.01% Reduce -20.4% 4,575 $735K
Profund Advisors LLC 0.03% Add +7.3% 4,505 $724K
Pekin Hardy Strauss, Inc. 0.08% Reduce -0.6% 4,490 $722K
Michels Family Financial, LLC 0.61% Reduce -1.9% 4,471 $719K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -3.6% 4,461 $717K
Hilltop Holdings Inc. 0.05% Add +16.8% 4,449 $715K
Cascade Financial Partners, LLC 0.08% Add +4.4% 4,393 $706K
World Investment Advisors 0.02% Reduce -11.2% 4,357 $700K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -1.2% 4,326 $695K
IFP Advisors, Inc 0.02% Add +4.6% 4,281 $692K
Arkadios Wealth Advisors 0.02% Add +79.3% 4,284 $689K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -46.1% 4,278 $688K
Strathmore Capital Advisors, Inc. 0.30% — 4,215 $687K
Prestige Wealth Management Group LLC 0.14% Reduce -1.6% 4,244 $682K
Sumitomo Life Insurance Co. 0.05% Reduce -5.3% 4,235 $681K
Sunbelt Securities, Inc. 0.06% Add +28.7% 3,944 $679K
Carmel Capital Partners, LLC 0.24% Reduce -39.1% 4,207 $676K
Manske Wealth Management 0.22% Add +7.9% 4,162 $669K
Benjamin Edwards Inc. 0.01% Add +4.4% 4,116 $662K
SkyView Investment Advisors, LLC 0.09% Reduce -0.9% 4,117 $661K
Future Financial Wealth Managment LLC 0.45% Add +0.2% 4,072 $655K
Baader Bank Aktiengesellschaft 0.06% Add +19.2% 4,102 $654K
Nabity-Jensen Investment Management Inc 0.48% No change 4,065 $653K
IHT Wealth Management, LLC 0.02% Reduce -5.5% 4,034 $648K
Joel Isaacson & Co., LLC 0.03% No change 3,978 $640K
Belpointe Asset Management LLC 0.03% Reduce -2.1% 3,968 $638K
Everhart Financial Group, Inc. 0.07% Add +1.6% 3,942 $634K
GTS Securities LLC 0.03% New 3,879 $624K
GKV Capital Management Co., Inc. 0.28% Reduce -73.3% 3,870 $622K
Beacon Investment Advisors LLC 0.27% No change 3,876 $622K
Wealth Alliance, LLC 0.07% Add +1.9% 3,845 $618K
Forte Capital LLC 0.07% Reduce -5.0% 3,827 $615K
GWN Securities Inc. 0.11% Add +152.4% 3,796 $614K
Argentarii, LLC 0.28% Reduce -41.1% 3,792 $610K
Pallas Capital Advisors LLC 0.02% Add +199.5% 3,786 $609K
Inspire Advisors, LLC 0.06% Add +8.4% 3,785 $608K
Landscape Capital Management, L.L.C. 0.05% New 3,782 $608K
Tobias Financial Advisors, Inc. 0.10% Add +1.2% 3,776 $607K
Summit Financial, LLC 0.01% Add +1.8% 3,775 $607K
Sound View Wealth Advisors Group, LLC 0.04% Add +2.8% 3,732 $600K
RS Crum Inc. 0.14% Add +0.1% 3,726 $599K
Pitcairn Co. 0.04% Reduce -32.9% 3,705 $596K
Fifth Third Wealth Advisors LLC 0.03% Reduce -2.6% 3,703 $595K
Savant Capital, LLC 0.00% Add +8.0% 3,697 $594K
Scientech Research LLC 0.14% Add +15.4% 3,662 $589K
Tritonpoint Wealth, LLC 0.05% Reduce -5.3% 3,662 $589K
J. Safra Sarasin Holding AG 0.01% Reduce -61.6% 3,643 $586K
Rothschild Investment LLC 0.04% Add +0.3% 3,589 $577K
Autumn Glory Partners, LLC 0.27% No change 3,585 $576K
Bearing Point Capital, LLC 0.11% Add +1.1% 3,572 $574K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +19.2% 3,571 $574K
Schulhoff & Co. Inc. 0.25% Add +4.8% 3,564 $573K
AlphaQuest LLC 0.06% Add +1432.3% 3,555 $572K
HighPoint Advisor Group LLC 0.03% Add +2.0% 3,539 $569K
Farther Finance Advisors, LLC 0.01% Add +6.2% 3,532 $568K
White Pine Capital LLC 0.18% Add +8.4% 3,499 $562K
Alpha Cubed Investments, LLC 0.02% Reduce -15.7% 3,485 $560K
Adams Wealth Management 0.11% New 3,481 $560K
CacheTech Inc. 0.10% New 3,481 $560K
Walleye Trading LLC 0.01% New 3,460 $556K
TTP Investments, Inc. 0.18% Reduce -94.1% 3,459 $556K
Yoffe Investment Management, LLC 0.74% No change 3,383 $544K
Alteri Wealth LLC 0.21% Add +26.8% 3,369 $542K
Ellevest, Inc. 0.09% Reduce -11.5% 3,361 $540K
JDM Financial Group LLC 0.25% Add +31.0% 3,357 $540K
Centiva Capital, LP 0.04% Reduce -47.7% 3,345 $538K
Prime Capital Investment Advisors, LLC 0.01% Reduce -15.7% 3,304 $531K
Supplemental Annuity Collective Trust of NJ 0.15% No change 3,300 $531K
L2 Asset Management, LLC 0.09% Add +35.1% 3,298 $530K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.7% 3,296 $530K
Unique Wealth Strategies, LLC 0.22% Add +3.1% 3,291 $529K
Private Trust Co. NA 0.05% Reduce -3.0% 3,281 $527K
Great Valley Advisor Group, Inc. 0.01% Reduce -87.6% 3,278 $527K
Jacobs Levy Equity Management, Inc. 0.00% Add +0.2% 3,255 $523K
Canada Post Corp Registered Pension Plan 0.03% New 3,246 $522K
Graypoint LLC 0.03% Add +2.3% 3,242 $521K
Proficio Capital Partners LLC 0.03% Add +2.0% 3,240 $521K
Premier Path Wealth Partners, LLC 0.07% Reduce -8.6% 3,232 $520K
Fourpath Capital Management, LLC 0.08% No change 3,225 $518K
Diversify Wealth Management, LLC 0.03% Reduce -5.9% 3,046 $515K
Purkiss Capital Advisors LLC 0.29% Add +135.2% 3,206 $515K
WealthTrust Axiom LLC 0.15% Add +14.3% 3,200 $514K
Ofi Invest Asset Management 0.01% Add +6.2% 3,752 $514K
United Advisor Group, LLC 0.09% Add +1.0% 3,168 $509K
Townsquare Capital LLC 0.05% Reduce -90.7% 3,146 $506K
Cigna Investments Inc. 0.09% Reduce -4.7% 3,137 $504K
Foster & Motley Inc. 0.03% Add +0.2% 3,135 $504K
Sagespring Wealth Partners, LLC 0.01% Add +1.1% 3,127 $503K
Phoenix Financial Ltd. 0.01% New 3,126 $502K
Gallacher Capital Management LLC 0.23% New 3,121 $502K
First Dallas Securities Inc. 0.20% No change 3,100 $498K
Cohen Klingenstein LLC 0.02% No change 3,100 $498K
New England Research & Management, Inc. 0.24% Add +23.8% 3,100 $498K
Brooklyn Investment Group 0.06% Add +36.1% 3,064 $492K
Ascentis Wealth Management, LLC 0.13% Add +4.2% 2,975 $489K
Capital Investment Advisors, LLC 0.01% Reduce -1.8% 3,030 $487K
Sigma Planning Corp 0.01% Reduce -66.0% 3,025 $486K
Mather Group, Llc. 0.01% Reduce -14.4% 3,016 $485K
Raiffeisen Bank International AG 0.01% No change 3,077 $484K
Stephens Inc. 0.01% No change 3,003 $483K
Merrion Investment Management Co, LLC 0.31% No change 3,000 $482K
Westover Capital Advisors, LLC 0.10% No change 3,000 $482K
Roble, Belko & Company, Inc 0.07% No change 3,000 $482K
Inceptionr LLC 0.11% New 2,997 $482K
Welch Group, LLC 0.02% Add +17.9% 2,972 $478K
Market Street Wealth Management Advisors LLC 0.08% Add +0.9% 2,957 $475K
American Investment Services, Inc. 0.12% No change 2,943 $473K
First National Bank Sioux Falls 0.17% Reduce -0.8% 2,941 $473K
Gables Capital Management Inc. 0.22% Reduce -13.9% 2,940 $473K
Oxford Financial Group, LTD. LLC 0.03% Reduce -0.4% 2,936 $472K
Krane Funds Advisors LLC 0.02% Add +105.5% 2,924 $470K
Arete Wealth Advisors, LLC 0.03% Add +2.4% 2,915 $469K
Sage Mountain Advisors LLC 0.03% Reduce -3.2% 2,917 $469K
DRW Securities, LLC 0.03% New 2,899 $466K
Mfa Wealth Advisors, LLC 0.11% No change 2,898 $466K
TD Private Client Wealth LLC 0.01% Add +52.4% 2,887 $464K
Rexford Capital Inc. 0.38% — 2,869 $461K
Mutual Advisors, LLC 0.01% Add +13.7% 2,754 $460K
Sustainable Insight Capital Management, LLC 0.21% Reduce -3.0% 2,859 $460K
Strategic Advocates LLC 0.14% Add +5.3% 2,855 $459K
Gotham Asset Management 0.00% Reduce -79.0% 2,853 $459K
International Assets Investment Management, LLC 0.04% Reduce -6.4% 2,840 $457K
Mgo One Seven LLC 0.01% Reduce -89.4% 2,839 $456K
Blueshift Asset Management, LLC 0.14% New 2,828 $455K
Mogy Joel R Investment Counsel Inc. 0.03% No change 2,825 $454K
SVB Wealth LLC 0.02% New 2,823 $454K
Journey Strategic Wealth LLC 0.01% Add +17.9% 2,816 $453K
TD Waterhouse Canada Inc. 0.00% Reduce -86.4% 2,756 $453K
Wealthcare Advisory Partners LLC 0.01% New 2,805 $451K
Magnolia Capital Advisors LLC 0.11% Add +0.1% 2,799 $450K
SteelPeak Wealth, LLC 0.02% Reduce -67.5% 2,784 $447K
Lantern Wealth Advisors, LLC 0.27% — 2,775 $446K
Element Wealth, LLC 0.20% Reduce -21.2% 2,764 $444K
Optimum Investment Advisors 0.19% Reduce -1.1% 2,749 $442K
Lazari Capital Management, Inc. 0.17% Reduce -0.7% 2,744 $441K
Capstone Investment Advisors, LLC 0.00% Reduce -13.8% 2,739 $440K
Paradigm Asset Management Co. LLC 0.11% Add +67.3% 2,735 $440K
Oak Grove Capital LLC 0.10% No change 2,700 $434K
Fulcrum Capital LLC 0.09% Add +3.3% 2,692 $433K
Bradley Foster & Sargent Inc. 0.01% Add +5.5% 2,675 $430K
William Allan Corp 0.25% Add +7.0% 2,668 $429K
Schnieders Capital Management LLC 0.08% No change 2,656 $427K
Longfellow Investment Management Co. LLC 0.11% No change 2,648 $426K
Brown, Lisle/Cummings, Inc. 0.11% No change 2,628 $422K
VELA Investment Management, LLC 0.12% Add +55.3% 2,614 $420K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.1% 2,611 $420K
Phocas Financial Corp. 0.06% Reduce -1.6% 2,606 $419K
EverSource Wealth Advisors, LLC 0.02% Add +32.5% 2,597 $418K
Personal Cfo Solutions, LLC 0.08% Add +2.0% 2,596 $417K
AE Wealth Management LLC 0.00% Add +84.5% 2,576 $414K
Octavia Wealth Advisors, LLC 0.05% Add +0.8% 2,572 $414K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,554 $410K
Rational Advisors, Inc. 0.04% Add +9.5% 2,549 $410K
Asset Planning,Inc 0.31% No change 2,535 $408K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +1.0% 2,526 $406K
Lederer & Associates Investment Counsel 0.27% Reduce -11.3% 2,525 $406K
Western Financial Corp 0.22% Reduce -78.3% 2,523 $406K
PharVision Advisers, LLC 0.58% Add +57.9% 2,507 $403K
Financial Sense Advisors, Inc. 0.10% No change 2,500 $402K
Rossmore Private Capital 0.05% Reduce -19.4% 2,500 $402K
PFG Investments, LLC 0.02% Reduce -16.4% 2,494 $401K
FORA Capital, LLC 0.04% New 2,483 $399K
Modera Wealth Management, LLC 0.00% Add +7.3% 2,478 $398K
Sompo Asset Management Co., Ltd. 0.07% No change 2,470 $397K
Ascent Group, LLC 0.02% Reduce -25.7% 2,469 $397K
Daymark Wealth Partners, LLC 0.01% New 2,459 $395K
Nilsine Partners, LLC 0.04% Reduce -5.0% 2,439 $392K
Twinbeech Capital LP 0.01% New 2,438 $392K
Smartleaf Asset Management LLC 0.03% Reduce -20.8% 2,426 $389K
Opinicus Capital, Inc. 0.30% Add +1.1% 2,420 $389K
S-Bank Fund Management Ltd 0.06% Reduce -25.0% 2,404 $386K
Silverleafe Capital Partners, LLC 0.13% No change 2,400 $386K
Bramshill Investments, LLC 0.04% Reduce -67.7% 2,400 $386K
Charles Schwab Trust Co 0.03% New 2,390 $384K
Manchester Capital Management LLC 0.05% Reduce -0.1% 2,365 $380K
Fidelis Capital Partners, LLC 0.03% Add +8.5% 2,261 $379K
Financial Advocates Investment Management 0.03% New 2,347 $377K
Affinity Wealth Management LLC 0.06% Add +1.1% 2,344 $377K
LS Investment Advisors, LLC 0.05% Reduce -18.4% 2,336 $376K
Titleist Asset Management, LLC 0.04% Add +0.2% 2,331 $375K
Rehmann Capital Advisory Group 0.02% Add +0.3% 2,325 $374K
Embree Financial Group 0.06% Reduce -0.2% 2,322 $373K
Kaizen Financial Strategies 0.19% Add +6.5% 2,287 $368K
Monument Capital Management 0.10% Reduce -50.5% 2,281 $367K
Castle Rock Wealth Management, LLC 0.09% Reduce -67.8% 2,223 $365K
Redhawk Wealth Advisors, Inc. 0.05% Add +1.3% 2,252 $362K
Brighton Jones LLC 0.01% Add +23.8% 2,246 $361K
Promethium Advisors,llc 0.22% No change 2,244 $361K
Regions Financial Corp. 0.00% Add +0.8% 2,179 $350K
Samalin Investment Counsel, LLC 0.14% Add +8.3% 2,175 $350K
Novare Capital Management LLC 0.03% Add +0.7% 2,165 $348K
SageView Advisory Group, LLC 0.01% Add +3.5% 2,080 $344K
Bragg Financial Advisors, Inc 0.01% Add +21.3% 2,127 $342K
Avestar Capital, LLC 0.02% Reduce -14.7% 2,123 $341K
V-Square Quantitative Management LLC 0.05% Reduce -7.7% 2,119 $341K
UMB Bank, n.a. 0.01% Reduce -12.8% 2,114 $340K
Howard Capital Management, LLC 0.01% Add +9.7% 2,109 $339K
LRI Investments, LLC 0.03% Reduce -7.6% 2,089 $336K
Conning Inc. 0.01% Reduce -3.8% 2,089 $336K
Intrua Financial, LLC 0.05% Add +12.3% 2,088 $336K
Atlas Private Wealth Advisors 0.04% Add +3.9% 2,087 $336K
Stratos Wealth Advisors, LLC 0.02% Add +0.1% 2,086 $335K
O'ROURKE & COMPANY, Inc 0.15% Reduce -14.8% 2,059 $331K
CWA Asset Management Group, LLC 0.01% Add +9.5% 2,058 $331K
Alliance Wealth Advisors, LLC 0.08% Add +5.7% 2,055 $330K
EP Wealth Advisors, LLC 0.00% Add +20.2% 2,053 $330K
Rockland Trust Co. 0.02% No change 2,050 $330K
Fulton Bank, N.A. 0.01% Add +1.3% 2,035 $327K
Lafayette Investments, Inc. 0.07% No change 2,025 $326K
Global Retirement Partners, LLC 0.01% — 2,024 $325K
Manchester Financial Inc. 0.07% No change 2,021 $325K
Gateway Investment Advisers LLC 0.00% Reduce -2.7% 2,011 $323K
Creative Financial Designs Inc. 0.02% Reduce -1.7% 1,987 $319K
Huntleigh Advisors, Inc. 0.06% No change 1,963 $316K
Freedom Investment Management, Inc. 0.03% Reduce -9.9% 1,958 $315K
Optas, LLC 0.06% Add +5.8% 1,917 $308K
Cetera Trust Company, N.A 0.18% Add +2.1% 1,915 $308K
Intrust Bank NA 0.03% Reduce -1.3% 1,912 $307K
Gryphon Financial Partners LLC 0.04% Add +13.5% 1,912 $307K
Good Life Advisors, LLC 0.02% Add +0.1% 1,903 $306K
Stratos Wealth Partners, LTD. 0.00% Add +7.6% 1,900 $306K
Hutchens & Kramer Investment Management Group, LLC 0.14% Reduce -6.9% 1,851 $304K
IFG Advisory, LLC 0.02% Add +0.1% 1,879 $302K
Focus Partners Advisor Solutions, LLC 0.00% Add +9.4% 1,858 $299K
Waverly Advisors, LLC 0.00% New 1,850 $297K
LJI Wealth Management, LLC 0.05% No change 1,849 $297K
4WEALTH Advisors, Inc. 0.31% Reduce -0.9% 1,847 $297K
Gibbs Wealth Management 0.06% Add +9.5% 1,824 $293K
Icon Wealth Advisors, LLC 0.02% Add +6.4% 1,820 $293K
Elevation Wealth Partners, LLC 0.12% No change 1,819 $292K
Aptus Capital Advisors, LLC 0.00% Reduce -41.3% 1,812 $291K
Prudent Man Advisors, LLC 0.09% Add +1.2% 1,802 $290K
Quotient Wealth Partners, LLC 0.01% Reduce -6.2% 1,799 $289K
Piedmont Capital Management, LLC 0.17% Reduce -3.2% 1,791 $288K
Bard Financial Services, Inc. 0.03% Reduce -12.3% 1,790 $288K
Fort Sheridan Advisors LLC 0.04% Add +12.6% 1,789 $288K
American State Bank (Iowa) 0.16% Reduce -1.4% 1,779 $286K
Whalerock Point Partners, LLC 0.06% No change 1,776 $286K
Keel Point, LLC 0.02% Add +7.5% 1,773 $285K
Penserra Capital Management LLC 0.00% Reduce -80.9% 1,775 $285K
Mission Wealth Management, LP 0.01% Reduce -0.4% 1,769 $284K
Great Lakes Advisors, LLC 0.00% Reduce -7.7% 1,761 $283K
MinichMacGregor Wealth Management, LLC 0.06% New 1,760 $283K
Corton Capital Inc. 0.33% New 1,755 $282K
Cabot Wealth Management Inc. 0.03% No change 1,745 $281K
Kovack Advisors, Inc. 0.03% Reduce -0.8% 1,742 $280K
Lanark Financial, Inc. 0.02% Reduce -25.7% 1,746 $280K
Chicago Partners Investment Group LLC 0.01% New 1,679 $278K
Shelton Capital Management 0.01% No change 1,716 $276K
Augustine Asset Management Inc. 0.07% Reduce -2.0% 1,712 $275K
Winthrop Capital Management, LLC 0.07% Add +3.1% 1,709 $275K
Tiaa Trust, National Association 0.00% Reduce -15.9% 1,707 $274K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -32.1% 1,704 $274K
Cornerstone Advisory, LLC 0.03% Add +0.2% 1,697 $273K
Astoria Portfolio Advisors LLC. 0.08% Reduce -3.5% 1,653 $273K
BNP Paribas 0.01% No change 1,688 $271K
PDS Planning, Inc 0.02% Add +7.5% 1,682 $270K
Simplex Trading, LLC 0.01% Reduce -85.0% 1,679 $269K
Platform Technology Partners 0.07% Reduce -0.7% 1,662 $267K
CX Institutional 0.01% Add +23.3% 1,654 $266K
Synovus Financial Corp. 0.00% Reduce -11.1% 1,642 $265K
Baker Avenue Asset Management, LP 0.01% Reduce -2.1% 1,646 $265K
Cornerstone Wealth Management, LLC 0.02% Add +0.6% 1,637 $263K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +28.6% 1,625 $261K
Deseret Mutual Benefit Administrators 0.12% No change 1,622 $261K
Archer Investment Corp 0.06% Add +7619.1% 1,621 $261K
Breakwater Capital Group 0.04% Add +5.2% 1,620 $260K
AMG National Trust Bank 0.01% Reduce -30.6% 1,610 $259K
Childress Capital Advisors, LLC 0.07% Reduce -2.3% 1,608 $259K
Resonant Capital Advisors, LLC 0.02% Reduce -27.1% 1,600 $257K
Clientfirst Wealth Management, LLC 0.26% No change 1,593 $256K
SlateStone Wealth, LLC 0.02% No change 1,593 $256K
Silvercrest Asset Management Group LLC 0.00% No change 1,590 $256K
Stock Yards Bank & Trust Co. 0.01% Add +0.2% 1,583 $254K
Patton Fund Management, Inc. 0.06% Reduce -93.7% 1,580 $254K
BSW Wealth Partners 0.03% Add +10.3% 1,575 $253K
Vontobel Holding Ltd. 0.00% New 1,569 $252K
Carnegie Investment Counsel 0.01% No change 1,569 $252K
North Star Investment Management Corp. 0.02% No change 1,560 $251K
Accuvest Global Advisors 0.16% Reduce -48.1% 1,556 $250K
Strategic Financial Concepts, LLC 0.04% Reduce -25.1% 1,548 $249K
Avidian Wealth Enterprises, LLC 0.01% Add +0.6% 1,545 $248K
Heartland Bank & Trust Co 0.12% New 1,544 $248K
Triad Wealth Partners, LLC 0.05% Add +16.6% 1,538 $247K
Murphy Pohlad Asset Management LLC 0.10% Reduce -56.6% 1,536 $247K
Blue Trust, Inc. 0.00% Reduce -6.7% 1,533 $246K
First Bancorp, Inc 0.14% Reduce -0.2% 1,528 $246K
Godshalk Welsh Capital Management, Inc. 0.15% Reduce -3.2% 1,525 $245K
Jacobi Capital Management LLC 0.02% No change 1,523 $245K
Catalyst Financial Partners LLC 0.03% Add +4.3% 1,516 $244K
Fiduciary Trust Co 0.00% Reduce -0.8% 1,509 $243K
Lavaca Capital LLC 0.10% No change 1,500 $241K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -20.6% 1,500 $241K
First Horizon Advisors, Inc. 0.01% Add +3.2% 1,499 $241K
Howard Capital Management Group, LLC 0.02% No change 1,490 $240K
Laffer Tengler Investments, Inc. 0.05% New 1,487 $239K
Berry Wealth Group, LP 0.17% Add +9.3% 1,485 $239K
MBB Public Markets I LLC 0.03% Reduce -19.2% 1,476 $237K
MRP Capital Investments, LLC 0.16% Add +1.7% 1,475 $237K
Johnson Investment Counsel Inc. 0.00% Reduce -5.5% 1,474 $237K
Vicus Capital 0.02% Add +0.3% 1,470 $236K
CI Investments Inc. 0.00% Reduce -1.3% 1,469 $236K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% No change 1,468 $236K
Alta Wealth Advisors LLC 0.11% Reduce -64.7% 1,461 $235K
Boothbay Fund Management, LLC 0.01% Reduce -17.0% 1,454 $234K
NorthCoast Asset Management LLC 0.00% Reduce -4.8% 1,444 $232K
Geneos Wealth Management Inc. 0.01% Add +0.6% 1,441 $232K
KMG Fiduciary Partners, LLC 0.02% Add +3.3% 1,439 $231K
MassMutual Private Wealth & Trust, FSB 0.01% Add +6.0% 1,437 $231K
Parkside Financial Bank & Trust 0.02% Reduce -6.2% 1,420 $228K
Leo Wealth, LLC 0.02% New 1,407 $226K
Barry Investment Advisors, LLC 0.06% Add +0.9% 1,407 $226K
Csenge Advisory Group 0.01% Add +3.5% 1,379 $225K
Alta Advisers Ltd 0.08% No change 1,385 $223K
Smithfield Trust Co 0.01% No change 1,374 $221K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Reduce -6.8% 1,370 $220K
Meridian Wealth Management, LLC 0.01% Reduce -1.4% 1,390 $220K
LMG Wealth Partners, LLC 0.05% No change 1,366 $220K
Turtle Creek Wealth Advisors, LLC 0.03% New 1,352 $217K
Moors & Cabot, Inc. 0.01% Add +9.3% 1,350 $217K
Silver Lake Group, L.L.C. 0.00% No change 1,350 $217K
Bison Wealth, LLC 0.02% Add +3.6% 1,318 $213K
Tradition Wealth Management, LLC 0.02% New 1,325 $213K
Calydon Capital 0.02% New 1,316 $212K
Moody National Bank Trust Division 0.02% Reduce -5.6% 1,316 $212K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -0.4% 1,306 $210K
First Foundation Advisors 0.01% No change 1,304 $210K
Canopy Partners, LLC 0.08% Add +0.5% 1,301 $209K
Sittner & Nelson, LLC 0.08% No change 1,294 $208K
Pure Financial Advisors, LLC 0.00% New 1,285 $207K
Ridgewood Investments LLC 0.09% No change 1,280 $206K
Logan Capital Management Inc. 0.01% No change 1,275 $205K
Wealthspire Advisors, LLC 0.00% New 1,271 $204K
EPG Wealth Management LLC 0.06% No change 1,254 $202K
Socha Financial Group, LLC 0.09% Reduce -28.6% 1,250 $201K
M&G PLC 0.00% Reduce -44.9% 1,239 $199K
Hilltop National Bank 0.05% — 1,193 $192K
CENTRAL TRUST Co 0.00% No change 1,162 $187K
Harbor Investment Advisory, LLC 0.02% Reduce -11.4% 1,154 $185K
Activest Wealth Management 0.04% Reduce -0.6% 1,153 $185K
Centaurus Financial, Inc. 0.01% Add +17.2% 1,124 $181K
Arax Advisory Partners 0.01% Add +23.2% 1,018 $177K
Thompson Investment Management, Inc. 0.03% No change 1,097 $176K
Motco 0.02% Reduce -3.1% 1,052 $172K
Cromwell Holdings LLC 0.10% Add +3.7% 1,067 $172K
TFC Financial Management, Inc. 0.02% Reduce -0.2% 1,056 $170K
Global X Japan Co., Ltd. 0.02% Add +26.6% 1,036 $167K
Twin Peaks Wealth Advisors, LLC 0.05% New 955 $162K
AllSquare Wealth Management LLC 0.09% No change 1,000 $161K
Versant Capital Management, Inc 0.02% Reduce -48.9% 988 $159K
Greykasell Wealth Strategies, Inc. 0.07% No change 971 $156K
Sentry Investment Management LLC 0.08% No change 944 $154K
Brown Brothers Harriman & Co. 0.00% Add +480.1% 934 $150K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +29.4% 929 $150K
NFSG Corp 0.02% Add +9.6% 924 $149K
Hantz Financial Services, Inc. 0.00% Add +38.3% 906 $146K
Catalyst Capital Advisors LLC 0.00% Add +72.1% 907 $146K
MUFG Securities EMEA plc 0.01% New 904 $145K
Stelac Advisory Services LLC 0.05% Reduce -0.6% 893 $144K
Y.D. More Investments Ltd 0.01% Add +15.4% 885 $142K
Ameritas Advisory Services, LLC 0.01% New 879 $141K
CYBER HORNET ETFs LLC 0.10% New 851 $137K
Quarry LP 0.03% Add +64.0% 828 $133K
Rosenberg Matthew Hamilton 0.03% Add +7.2% 824 $132K
Silvant Capital Management LLC 0.01% No change 821 $132K
ORG Partners LLC 0.03% Add +1.1% 746 $123K
Harbour Investments, Inc. 0.00% Reduce -1.4% 753 $121K
CVA Family Office, LLC 0.02% Reduce -5.9% 744 $120K
Clearstead Advisors, LLC 0.00% Add +458.3% 737 $118K
Muzinich & Co., Inc. 0.05% No change 731 $118K
Capital Analysts, LLC 0.00% Reduce -1.0% 719 $116K
Montag A & Associates Inc. 0.01% No change 702 $113K
Ostrum Asset Management 0.01% Reduce -2.8% 683 $110K
CoreCap Advisors, LLC 0.00% Reduce -20.1% 679 $109K
Elevation Point Wealth Partners, LLC 0.01% New 649 $104K
Fortitude Family Office, LLC 0.03% No change 647 $104K
Concord Wealth Partners 0.01% No change 632 $102K
United Community Bank 0.03% No change 622 $100K
Johnson Financial Group, Inc. 0.00% Add +2460.9% 589 $95K
Caldwell Sutter Capital, Inc. 0.04% Add +6.1% 588 $95K
PFS Partners, LLC 0.05% Add +13.6% 568 $91K
Farmers & Merchants Investments Inc. 0.00% Reduce -5.0% 568 $91K
Westend Capital Management, LLC 0.03% No change 541 $87K
Central Pacific Bank - Trust Division 0.01% No change 538 $86K
Missouri Trust & Investment Co 0.03% No change 526 $85K
Zions Bancorporation, National Association 0.00% Add +6.8% 519 $83K
NBT Bank, N.A. 0.01% No change 500 $80K
Intact Investment Management Inc. 0.00% New 500 $80K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +10.3% 492 $79K
Vestor Capital, LLC 0.01% Reduce -67.7% 323 $78K
Mowery & Schoenfeld Wealth Management, LLC 0.12% No change 469 $75K
Cary Street Partners Investment Advisory LLC 0.04% New 465 $75K
GHP Investment Advisors, Inc. 0.00% Add +1.1% 442 $71K
JTC Employer Solutions Trustee Ltd 0.01% No change 412 $66K
Grove Bank & Trust 0.01% Add +7.1% 408 $66K
First Financial Corp. 0.03% No change 400 $64K
Generali Asset Management SPA SGR 0.00% Reduce -93.8% 392 $63K
Indiana Trust & Investment Management Co 0.02% Add +47.2% 390 $63K
TCTC Holdings, LLC 0.00% No change 385 $62K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -28.6% 375 $60K
Hoey Investments, Inc. 0.01% No change 375 $60K
Leonteq Securities AG 0.00% Add +10.5% 369 $59K
Glass Jacobson Investment Advisors llc 0.02% Reduce -86.6% 355 $57K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.6% 343 $55K
Delta Asset Management LLC 0.00% No change 340 $55K
Anchor Investment Management, LLC 0.00% No change 334 $54K
Centerpoint Advisors, LLC 0.02% No change 327 $53K
State of Wyoming 0.01% Reduce -53.9% 328 $53K
Kozak & Associates, Inc. 0.01% Add +1.3% 314 $51K
Evolution Wealth Management Inc. 0.06% — 317 $51K
Financial Freedom, LLC 0.03% Add +1.6% 317 $51K
IAG Wealth Partners, LLC 0.01% No change 315 $51K
First Pacific Financial 0.01% Reduce -15.7% 312 $50K
Sierra Ocean, LLC 0.04% Add +2.0% 310 $50K
Edmond DE Rothschild Holding S.A. 0.00% No change 310 $50K
Towne Trust Company, N.A 0.02% No change 300 $48K
Capula Management Ltd 0.00% New 277 $45K
Rossby Financial, LCC 0.02% Reduce -51.3% 272 $44K
Rise Advisors, LLC 0.02% Add +2.3% 270 $43K
Clearstead Trust, LLC 0.01% Add +68.3% 266 $43K
Golden State Wealth Management, LLC 0.01% No change 263 $42K
Trust Co 0.00% Add +155.3% 263 $42K
Aventura Private Wealth, LLC 0.02% Reduce -89.0% 258 $41K
Key Financial Inc 0.01% No change 255 $41K
Colonial Trust Co / SC 0.01% Add +48.8% 253 $41K
Eastern Bank 0.00% No change 250 $40K
MV Capital Management, Inc. 0.00% Add +0.8% 244 $39K
Arlington Trust Co LLC 0.01% No change 233 $37K
DT Investment Partners, LLC 0.00% No change 228 $37K
BOK Financial Private Wealth, Inc. 0.00% Reduce -15.3% 227 $36K
Covestor Ltd 0.02% Add +6.6% 225 $36K
Bell Investment Advisors, Inc 0.01% Add +205.6% 217 $35K
Summit Securities Group LLC 0.01% Add +20600.0% 207 $33K
Essential Partners LLC 0.01% — 202 $32K
Webster Bank, N. A. 0.00% No change 200 $32K
Valley National Advisers Inc. 0.01% Add +1.0% 205 $32K
Bruce G. Allen Investments, LLC 0.02% Add +6.6% 193 $31K
Salem Investment Counselors Inc. 0.00% Reduce -31.6% 193 $31K
AdvisorNet Financial, Inc 0.00% Reduce -13.8% 188 $30K
VSM Wealth Advisory, LLC 0.01% New 185 $30K
Silicon Valley Capital Partners 0.00% New 184 $30K
Flagship Wealth Advisors, LLC 0.01% New 184 $30K
Richardson Financial Services Inc. 0.02% Add +1.8% 174 $29K
New England Capital Financial Advisors LLC 0.01% Add +1.7% 178 $29K
Beacon Capital Management, LLC 0.00% Reduce -21.1% 176 $28K
Caitong International Asset Management Co., Ltd 0.02% Add +43.7% 171 $27K
GW&K Investment Management, LLC 0.00% Add +10.5% 169 $27K
Park Square Financial Group, LLC 0.02% Add +5.1% 164 $26K
Hopwood Financial Services, Inc. 0.02% No change 160 $26K
Atwood & Palmer Inc. 0.00% No change 155 $25K
Boyd Watterson Asset Management LLC 0.01% No change 153 $25K
Trust Co. of Toledo NA 0.00% New 153 $25K
Cullen/Frost Bankers, Inc. 0.00% Add +396.4% 139 $22K
Park Place Capital Corp 0.00% Reduce -79.7% 129 $21K
WPG Advisers, LLC 0.02% Reduce -54.3% 129 $21K
NewSquare Capital LLC 0.00% Add +43.8% 128 $21K
Ancora Advisors LLC 0.00% New 128 $21K
Washington Trust Advisors, Inc. 0.00% Add +12.5% 126 $20K
Hughes Financial Services, LLC 0.00% Reduce -9.8% 120 $20K
Cape Investment Advisory, Inc. 0.01% Add +0.8% 124 $20K
Abound Wealth Management 0.01% Reduce -3.2% 121 $19K
WFA of San Diego, LLC 0.01% — 118 $19K
Fairscale Capital, LLC 0.01% No change 110 $18K
Riggs Asset Managment Co. Inc. 0.00% No change 109 $18K
Duncker Streett & Co. Inc. 0.00% No change 109 $18K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.9% 107 $17K
Sagard Holdings Management Inc. 0.05% — 105 $17K
MPWM Advisory Solutions, LLC 0.01% Add +2.0% 103 $16K
Financial Gravity Companies, Inc. 0.00% — 101 $16K
First United Bank & Trust 0.01% No change 100 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $16K
LOM Asset Management Ltd 0.01% — 100 $16K
Pacific Center for Financial Services 0.00% No change 99 $16K
Financial Management Professionals, Inc. 0.00% Add +12.8% 97 $16K
Costello Asset Management, INC 0.01% Add +10.3% 96 $15K
Raffa Wealth Management, LLC 0.00% Add +317.4% 96 $15K
Barnes Dennig Private Wealth Management LLC 0.02% New 91 $15K
Solstein Capital, LLC 0.01% New 88 $14K
Atlantic Union Bankshares Corp 0.00% New 86 $14K
Headlands Technologies LLC 0.00% New 85 $14K
SouthState Bank Corp 0.00% Reduce -40.6% 82 $13K
Hemington Wealth Management 0.00% Reduce -1.2% 84 $13K
Pinnacle Bancorp, Inc. 0.00% New 80 $13K
Glen Eagle Advisors, LLC 0.00% No change 80 $13K
Murphy & Mullick Capital Management Corp 0.01% No change 77 $12K
Wolff Wiese Magana LLC 0.01% Add +7.0% 76 $12K
Whipplewood Advisors, LLC 0.01% Reduce -83.8% 76 $12K
Center for Financial Planning, Inc. 0.00% No change 76 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +15.4% 75 $12K
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% Add +1.4% 74 $12K
Asset Dedication, LLC 0.00% Reduce -30.5% 73 $12K
West Branch Capital LLC 0.00% Add +2200.0% 69 $11K
Financial Network Wealth Advisors LLC 0.01% No change 69 $11K
Christopher J. Hasenberg, Inc 0.00% No change 69 $11K
Atlas Capital Advisors Inc. 0.00% No change 69 $11K
Howard Hughes Medical Institute 0.00% New 66 $11K
Avion Wealth 0.00% Add +42.5% 67 $10K
Harvest Fund Management Co., Ltd 0.00% Reduce -98.5% 64 $10K
Redmont Wealth Advisors LLC 0.01% Add +115.4% 56 $9K
Cornerstone Planning Group LLC 0.00% Add +52.9% 52 $9K
Parkworth Wealth Management, Inc. 0.01% Add +5.8% 55 $9K
Cranbrook Wealth Management, LLC 0.00% New 54 $9K
Dogwood Wealth Management LLC 0.00% Add +165.0% 53 $9K
Anfield Capital Management, LLC 0.00% No change 53 $9K
Westside Investment Management, Inc. 0.00% New 51 $8K
Oakworth Capital, Inc. 0.00% No change 52 $8K
Financial Perspectives, Inc 0.00% No change 52 $8K
Godsey & Gibb, Inc. 0.00% No change 50 $8K
Bangor Savings Bank 0.00% New 50 $8K
Colonial Trust Advisors 0.00% No change 50 $8K
High Note Wealth, LLC 0.00% Add +2.1% 49 $8K
Gold Investment Management Ltd. 0.00% No change 45 $7K
JFS Wealth Advisors, LLC 0.00% Reduce -6.4% 44 $7K
Transce3nd, LLC 0.00% No change 44 $7K
Mark Sheptoff Financial Planning, LLC 0.00% Add +38.7% 43 $7K
Adirondack Trust Co. 0.00% No change 40 $6K
N.E.W. Advisory Services LLC 0.00% Reduce -42.9% 40 $6K
IMG Wealth Management, Inc. 0.00% New 38 $6K
Aspect Partners, LLC 0.00% No change 38 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 38 $6K
Sachetta, LLC 0.00% Add +27.6% 37 $6K
GPS Wealth Strategies Group, LLC 0.00% Add +15.6% 37 $6K
Nova Wealth Management, Inc. 0.00% New 36 $6K
Dynamic Wealth Strategies, LLC 0.00% Reduce -28.6% 35 $6K
Creative Capital Management Investments LLC 0.00% No change 33 $5K
Orion Capital Management LLC 0.00% No change 31 $5K
Compass Financial Services Inc 0.00% No change 31 $5K
Smallwood Wealth Investment Management, LLC 0.00% No change 30 $5K
Dunhill Financial, LLC 0.00% Reduce -42.9% 28 $5K
Addison Advisors LLC 0.00% New 28 $5K
True Wealth Design, LLC 0.00% Reduce -77.6% 28 $4K
S&T Bank 0.00% New 27 $4K
Strategic Investment Solutions, Inc. 0.00% Add +3.9% 27 $4K
Binnacle Investments Inc 0.00% No change 25 $4K
Bayforest Capital Ltd 0.00% New 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
Ogorek Anthony Joseph /NY/ 0.00% Add +460.0% 28 $4K
WealthTrak Capital Management LLC 0.00% Add +242.9% 24 $4K
Kilter Group LLC 0.00% New 24 $4K
Red Tortoise LLC 0.00% No change 23 $4K
CBIZ Investment Advisory Services, LLC 0.00% Add +15.0% 23 $4K
Principia Wealth Advisory, LLC 0.00% Add +22.2% 22 $4K
HM Payson & Co. 0.00% No change 22 $4K
Strategic Wealth Partners, Ltd. 0.00% — 20 $3K
Country Trust Bank 0.00% New 20 $3K
McIlrath & Eck, LLC 0.00% No change 18 $3K
Maseco LLP 0.00% — 18 $3K
Bare Financial Services, Inc 0.00% New 17 $3K
Darwin Wealth Management, LLC 0.00% No change 17 $3K
Medallion Wealth Advisors, LLC 0.00% No change 16 $3K
Total Investment Management Inc. 0.00% New 15 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 15 $2K
Clark Wealth Partners 0.00% Reduce -6.3% 15 $2K
Concorde Financial Corp 0.00% New 15 $2K
Caldwell Trust Co 0.00% No change 15 $2K
Evergreen Private Wealth LLC 0.00% New 14 $2K
Core Alternative Capital 0.00% No change 14 $2K
Tortoise Investment Management, LLC 0.00% New 13 $2K
Alerus Financial NA 0.00% New 12 $2K
Nvwm, LLC 0.00% Add +66.7% 10 $2K
Princeton Global Asset Management LLC 0.00% New 10 $2K
Quaker Wealth Management, LLC 0.00% — 9 $1K
Stephens Consulting, LLC 0.00% New 9 $1K
Rialto Wealth Management, LLC 0.00% Add +166.7% 8 $1K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 7 $1K
Physician Wealth Advisors, Inc. 0.00% New 7 $1K
First Command Advisory Services, Inc. 0.00% No change 7 $1K
Wood Tarver Financial Group, LLC 0.00% No change 9 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 6 $964
Copia Wealth Management 0.00% No change 5 $804
American Capital Advisory, LLC 0.00% Reduce -16.7% 5 $804
YANKCOM Partnership 0.00% No change 5 $804
IMA Advisory Services, Inc. 0.00% New 5 $804
Plante Moran Financial Advisors, LLC 0.00% No change 2 $322
Private Wealth Asset Management, LLC 0.00% Reduce -81.8% 2 $322
Transamerica Financial Advisors, LLC 0.00% No change 2 $239
LGT Financial Advisors LLC 0.00% New 1 $163
ROSS\JOHNSON & Associates LLC 0.00% No change 1 $161
Redwood Park Advisors LLC 0.00% New 1 $161

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