Simon Property GroupSPG

13F holders, Q3 2025 (September 30)
1,221holders +10
112new positions
101sold out
10famous investors
$187.52avg. 13F price*

At the end of Q3 2025, 1,221 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 10 from Q2 2025. 112 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($8.8B), BlackRock, Inc. ($7.1B) and State Street Corp. ($4.1B). 10 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions112$84.0M
Exits101$431.0M

All 13F filers, Q2 2025 → Q3 2025: 19,961,412 shares bought and 14,295,981 shares sold, net +5,665,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,221 holders

Vanguard Group Inc. 0.13% Add +1.8% 46,683,502 $8.8B
BlackRock, Inc. 0.12% Reduce -1.9% 37,570,887 $7.1B
State Street Corp. 0.14% Add +1.5% 21,765,492 $4.1B
Geode Capital Management, LLC 0.12% Add +6.4% 10,209,340 $1.9B
Cohen & Steers, Inc. 2.89% Reduce -16.2% 8,540,640 $1.6B
Capital World Investors 0.22% Add +45.0% 8,384,133 $1.6B
Bank of America Corp. 0.11% Reduce -1.3% 7,560,784 $1.4B
Wellington Management Group LLP 0.24% Add +634.5% 7,370,089 $1.4B
JPMorgan Chase & Co. 0.08% Add +2.2% 6,657,839 $1.2B
Morgan Stanley 0.06% Add +1.4% 5,346,742 $1.0B
Northern Trust Corp. 0.13% Add +1.6% 5,344,170 $1.0B
Dimensional Fund Advisors LP 0.18% Reduce -1.3% 4,514,638 $847.2M
Nuveen, LLC 0.22% Reduce -3.7% 4,395,518 $824.9M
Charles Schwab Investment Management Inc. 0.12% Add +7.0% 4,062,215 $762.4M
T. Rowe Price Associates Inc. 0.08% Add +9.0% 3,805,783 $714.2M
Legal & General Group Plc 0.15% Reduce -2.3% 3,661,790 $687.2M
FMR LLC 0.03% Add +9.1% 3,311,675 $621.5M
Invesco Ltd. 0.10% Reduce -2.8% 3,294,569 $618.3M
Deutsche Bank AG 0.19% Add +27.5% 3,003,522 $563.7M
Principal Financial Group Inc. 0.27% Reduce -1.5% 2,837,284 $532.5M
Goldman Sachs Group Inc. 0.07% Add +5.0% 2,624,962 $492.6M
Boston Partners 0.47% Add +2.2% 2,446,272 $459.0M
UBS Group AG 0.09% Add +102.2% 2,350,567 $441.1M
Bank of New York Mellon Corp 0.07% Reduce -4.9% 2,216,869 $416.0M
Smead Capital Management, Inc. 6.95% Reduce -7.1% 1,915,505 $359.5M
Daiwa Securities Group Inc. 1.18% Reduce -9.1% 1,861,546 $349.4M
Royal Bank of Canada 0.06% Reduce -13.8% 1,679,434 $315.2M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +1.7% 1,529,175 $287.0M
Centersquare Investment Management LLC 2.87% Reduce -3.9% 1,523,981 $286.0M
Resolution Capital Ltd 5.41% Add +14.5% 1,482,463 $278.2M
Prudential Financial Inc. 0.32% Add +13.6% 1,451,633 $272.4M
Ameriprise Financial Inc. 0.06% Add +4.4% 1,434,912 $268.5M
Amundi 0.08% Reduce -18.2% 1,470,529 $263.8M
CBRE Investment Management Listed Real Assets LLC 3.67% Reduce -12.9% 1,366,645 $256.5M
Massachusetts Financial Services Co. 0.07% Add +7.5% 1,230,154 $230.9M
Russell Investments Group, Ltd. 0.26% Add +3.7% 1,219,996 $228.9M
HSBC Holdings PLC 0.13% Add +22.0% 1,216,392 $228.0M
HighTower Advisors, LLC 0.24% Add +4.5% 1,123,638 $210.9M
Barclays PLC 0.08% Add +78.9% 1,103,843 $207.2M
National Pension Service 0.16% Add +3.2% 1,080,314 $202.7M
CANADA LIFE ASSURANCE Co 0.27% Add +6.3% 1,029,829 $191.4M
Bessemer Group Inc. 0.28% Reduce -1.4% 978,743 $183.7M
Schroder Investment Management Group 0.14% Reduce -7.3% 973,895 $182.8M
Hamlin Capital Management, LLC 4.14% Add +19.1% 970,126 $182.1M
Swiss National Bank 0.10% Reduce -4.7% 940,927 $176.6M
KBC Group NV 0.42% Reduce -1.2% 933,465 $175.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +9.7% 897,334 $168.4M
Panagora Asset Management Inc. 0.65% Add +9.2% 858,675 $161.1M
Macquarie Group Ltd. 0.19% Add +8.0% 854,576 $160.4M
Bank of Montreal 0.07% Add +30.6% 836,879 $157.1M
Allianz Asset Management GmbH 0.19% Add +4.1% 825,285 $154.9M
Duff & Phelps Investment Management Co. 1.74% Reduce -4.8% 817,943 $153.5M
Sei Investments Co. 0.16% Reduce -12.7% 796,499 $149.5M
PGGM Investments 2.38% No change 784,908 $147.3M
Alliancebernstein L.P. 0.05% Reduce -1.9% 780,562 $146.5M
Wells Fargo & Company 0.03% Reduce -14.8% 759,461 $142.5M
Worldquant Millennium Advisors LLC 0.60% Add +152.0% 734,489 $137.8M
AQR Capital Management 0.08% Add +93.2% 680,102 $126.3M
Aberdeen Group plc 0.20% Add +4.3% 679,536 $126.3M
Rhumbline Advisers 0.10% Reduce -0.7% 670,602 $125.9M
Los Angeles Capital Management LLC 0.43% Reduce -43.8% 669,216 $125.6M
Asset Management One Co., Ltd. 0.34% Add +4.4% 620,397 $116.4M
Public Employees Retirement System of Ohio 0.37% Add +4.8% 615,738 $115.6M
BNP Paribas Financial Markets 0.09% Add +47.8% 601,218 $112.8M
Caisse de depot et placement du Quebec 0.20% Reduce -1.0% 587,522 $110.3M
Victory Capital Management Inc. 0.07% Add +25.4% 587,292 $110.2M
Nomura Asset Management Co. Ltd. 0.29% Add +6.9% 584,296 $109.7M
California Public Employees Retirement System 0.07% Add +3.5% 579,458 $108.7M
Raymond James Financial Inc. 0.03% Add +8.6% 560,507 $105.2M
Canada Pension Plan Investment Board 0.07% Add +20.5% 557,700 $104.7M
California State Teachers Retirement System 0.10% Add +1.8% 542,840 $101.9M
APG Asset Management US Inc. 0.74% No change 540,385 $100.4M
Aew Capital Management L P 5.54% Add +91.0% 530,155 $99.5M
Lasalle Investment Management Securities LLC 3.73% Reduce -1.5% 506,392 $95.0M
Artemis Investment Management LLP 1.14% Reduce -54.3% 489,151 $91.8M
Franklin Resources Inc. 0.02% Reduce -16.1% 474,375 $89.0M
American Century Companies Inc. 0.04% Reduce -11.6% 453,257 $85.1M
Robeco Institutional Asset Management B.V. 0.12% Reduce -7.3% 449,827 $84.4M
Adelante Capital Management LLC 5.64% Add +22.1% 449,344 $84.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.53% Add +2.7% 434,630 $81.6M
Citigroup Inc. 0.05% Reduce -1.7% 418,454 $78.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -4.6% 411,976 $77.3M
Capital Advisors Inc. 1.25% Add +1.6% 399,969 $75.1M
PNC Financial Services Group, Inc. 0.04% Add +5.1% 383,719 $72.0M
STRS Ohio 0.26% Add +1.6% 378,501 $71.0M
Stifel Financial Corp. 0.06% Reduce -2.9% 361,445 $67.8M
FIL Ltd 0.05% Add +31.6% 347,904 $65.3M
Ensign Peak Advisors, Inc 0.11% No change 342,012 $64.2M
Treasurer of the State of North Carolina 0.20% Reduce -1.7% 337,650 $63.4M
LPL Financial LLC 0.02% Reduce -12.6% 335,275 $62.9M
Neuberger Berman Group LLC 0.05% Reduce -28.2% 331,629 $62.2M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -13.9% 325,547 $61.1M
Voloridge Investment Management, LLC 0.20% Reduce -31.3% 316,974 $59.5M
Envestnet Asset Management Inc. 0.02% Reduce -9.5% 315,198 $59.2M
Heitman Real Estate Securities LLC 3.95% Reduce -21.5% 308,099 $57.8M
Storebrand Asset Management As 0.15% Add +8.4% 306,961 $57.6M
Citadel Advisors 0.05% Reduce -75.8% 304,432 $57.1M
Susquehanna Portfolio Strategies, LLC 0.88% Add +0.3% 296,689 $55.7M
Millennium Management 0.05% Reduce -60.8% 296,260 $55.6M
New York State Teachers Retirement System 0.11% Add +8.2% 294,798 $55.3M
State Board of Administration of Florida Retirement System 0.10% Reduce -5.7% 294,095 $55.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% Reduce -24.6% 291,210 $54.7M
State of New Jersey Common Pension Fund D 0.18% Add +1.7% 263,891 $49.5M
DekaBank Deutsche Girozentrale 0.08% No change 253,389 $46.6M
Clark Capital Management Group, Inc. 0.29% Add +1.7% 247,032 $46.4M
Aviva PLC 0.08% Add +1.0% 246,370 $46.2M
Manufacturers Life Insurance Company, The 0.04% Add +1.6% 244,645 $45.9M
State of Tennessee, Department of Treasury 0.15% Add +12.1% 244,548 $45.9M
Retirement Systems of Alabama 0.15% Add +1.6% 244,290 $45.8M
Analyst IMS Investment Management Services Ltd. 1.42% Add +0.3% 242,844 $45.6M
Baron Capital (BAMCO) 0.12% Reduce -0.5% 239,755 $45.0M
Uniplan Investment Counsel, Inc. 4.42% Reduce -0.2% 231,481 $43.4M
Natixis Advisors, LLC 0.06% Add +12.9% 222,069 $41.7M
National Bank of Canada 0.04% Reduce -5.9% 211,334 $39.7M
Royal London Asset Management Ltd. 0.08% Reduce -1.1% 209,119 $39.2M
CORDA Investment Management, LLC. 2.76% Reduce -1.3% 208,794 $39.2M
Land & Buildings Investment Management, LLC 7.10% Add +43.2% 206,225 $38.7M
Douglas Lane & Associates, LLC 0.54% Reduce -2.4% 206,034 $38.7M
New York State Common Retirement Fund 0.05% Reduce -2.9% 204,663 $38.4M
AXA Investment Managers S.A. 0.10% — 203,844 $38.3M
Sapient Capital LLC 0.58% Reduce -0.1% 204,386 $38.0M
Aware Super Pty Ltd as trustee of Aware Super 0.51% No change 198,140 $37.2M
Voya Investment Management LLC 0.04% Reduce -21.0% 197,997 $37.2M
Toronto Dominion Bank 0.07% Add +3.4% 196,669 $36.9M
Resona Asset Management Co.,Ltd. 0.17% Add +10.9% 197,455 $36.8M
State of Alaska, Department of Revenue 0.37% Add +0.3% 193,709 $36.4M
Mercer Global Advisors Inc. 0.06% Add +10.1% 188,890 $35.4M
KLP Kapitalforvaltning As 0.14% Reduce -0.6% 186,542 $35.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +2.5% 184,693 $34.7M
Van Eck Associates Corp. 0.03% Add +9.0% 181,703 $34.1M
Minneapolis Portfolio Management Group, LLC 3.81% Add +0.3% 176,669 $33.2M
Danske Bank A/S 0.08% Add +3.5% 174,646 $32.8M
Fort Washington Investment Advisors Inc. 0.18% Reduce -9.3% 174,344 $32.7M
APG Asset Management N.V. 0.09% Add +3.9% 202,522 $32.3M
State of Wisconsin Investment Board 0.07% Reduce -1.4% 171,643 $32.2M
Lazard Asset Management LLC 0.04% Add +41.7% 171,457 $32.2M
Public Sector Pension Investment Board 0.12% Add +169.8% 170,360 $32.0M
Nisa Investment Advisors, LLC 0.12% Add +7.1% 170,078 $31.9M
TD Asset Management Inc 0.03% Add +18.7% 169,647 $31.8M
Chevy Chase Trust Holdings, LLC 0.09% Add +2.8% 166,810 $31.3M
Korea Investment CORP 0.06% Reduce -20.8% 164,245 $30.8M
Acadian Asset Management LLC 0.05% Reduce -29.4% 164,261 $30.8M
Factory Mutual Insurance Co. 0.29% No change 160,592 $30.1M
Hazelview Securities Inc. 5.63% Add +28.9% 159,314 $29.9M
Focus Partners Wealth 0.05% Add +2.9% 159,303 $29.9M
Pictet Asset Management Holding SA 0.03% Reduce -10.5% 151,232 $28.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Reduce -50.8% 151,132 $28.4M
Van Lanschot Kempen Investment Management N.V. 0.25% Reduce -26.4% 150,721 $28.3M
Skandinaviska Enskilda Banken AB (publ) 0.11% Reduce -33.6% 150,691 $28.3M
Handelsbanken Fonder AB 0.09% Reduce -4.7% 148,982 $28.0M
Banco Santander, S.A. 0.23% Reduce -0.1% 140,905 $26.4M
Woodline Partners LP 0.12% New 140,592 $26.4M
First Trust Advisors LP 0.02% Add +21.7% 138,928 $26.1M
Swedbank AB 0.03% Add +0.3% 138,378 $26.0M
CIBC Bancorp USA Inc. 0.15% — 130,849 $24.6M
Achmea Investment Management B.V. 0.30% No change 130,329 $24.5M
Prana Capital Management, LP 0.81% Reduce -42.3% 130,033 $24.4M
Quantinno Capital Management LP 0.07% Add +29.6% 129,055 $24.2M
Vert Asset Management LLC 8.13% Add +4.5% 128,817 $24.2M
Janney Montgomery Scott LLC 0.06% Reduce -2.6% 128,393 $24.1M
Allspring Global Investments Holdings, LLC 0.04% Reduce -53.5% 127,608 $23.7M
Natixis 0.13% Reduce -10.0% 125,890 $23.6M
Pacific Heights Asset Management LLC 1.04% Add +25.0% 125,000 $23.5M
Cibc World Market Inc. 0.05% Add +191.9% 124,780 $23.4M
Creative Planning 0.02% Add +26.3% 123,292 $23.1M
Rockefeller Capital Management L.P. 0.04% Reduce -0.1% 121,925 $22.9M
UniSuper Management Pty Ltd 0.14% Add +3.1% 121,154 $22.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +8.4% 119,798 $22.5M
Meeder Asset Management Inc. 1.26% Reduce -29.7% 117,692 $22.1M
Sound Income Strategies, LLC 1.18% Add +1.8% 120,729 $21.6M
Bokf, NA 0.32% Reduce -0.6% 114,962 $21.6M
QRG Capital Management, Inc. 0.26% Reduce -46.1% 114,404 $21.5M
IFM Investors Pty Ltd 0.19% Add +0.9% 115,134 $21.3M
Dark Forest Capital Management LP 0.79% Add +9.6% 112,073 $21.0M
State of Michigan Retirement System 0.09% Add +4.9% 105,249 $19.8M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Add +4.1% 103,404 $19.4M
CSM Advisors, LLC 0.53% Reduce -35.9% 101,381 $19.0M
Alyeska Investment Group, L.P. 0.06% Reduce -17.9% 100,052 $18.8M
LBP Am SA 0.23% Reduce -8.4% 98,951 $18.6M
Zurich Insurance Group Ltd 0.13% New 97,464 $18.3M
Arizona State Retirement System 0.10% Reduce -0.0% 95,341 $17.9M
Brookfield Corp 0.02% Add +57.2% 94,390 $17.7M
Thrivent Financial for Lutherans 0.04% Reduce -16.7% 93,991 $17.6M
Xponance LLC 0.14% Add +13.9% 93,548 $17.6M
MetLife Investment Management, LLC 0.08% Add +3.4% 93,507 $17.5M
New Age Alpha Advisors, LLC 0.74% Reduce -8.9% 93,151 $17.5M
Federated Hermes, Inc. 0.03% Reduce -26.1% 92,346 $17.3M
Verition Fund Management LLC 0.10% Add +136.7% 91,397 $17.2M
Nissay Asset Management Corp. /Japan 0.09% Add +2.9% 89,581 $16.8M
Credit Agricole S A 0.05% — 87,902 $16.5M
Metis Global Partners, LLC 0.38% Add +32.6% 86,645 $16.3M
Glenmede Investment Management, LP 0.08% Reduce -10.0% 84,850 $15.9M
Czech National Bank 0.11% Add +10.6% 82,920 $15.6M
Varma Mutual Pension Insurance Co 0.10% Add +8.6% 82,349 $15.5M
Exchange Traded Concepts, LLC 0.15% Reduce -3.0% 82,305 $15.4M
Whittier Trust Co. 0.17% Add +0.9% 80,919 $15.0M
Payden & Rygel 1.26% Add +21.6% 79,850 $15.0M
MML Investors Services, LLC 0.04% Add +9.4% 78,594 $14.7M
Corient Private Wealth LP 0.02% Add +5.1% 77,163 $14.5M
Davis Selected Advisers 0.08% Add +30.7% 76,733 $14.4M
Jones Financial Companies LLLP 0.01% Add +7.6% 76,322 $14.2M
Qube Research & Technologies Ltd 0.02% Reduce -82.3% 74,835 $14.0M
Cetera Investment Advisers 0.02% Add +30.7% 74,425 $14.0M
Capital International, Inc. 0.11% Add +127.8% 74,085 $13.9M
Forsta Ap-Fonden 0.08% Add +3.6% 73,900 $13.9M
Osaic Holdings, Inc. 0.02% Add +0.3% 74,908 $13.8M
Wealthfront Advisers LLC 0.03% Add +10.8% 73,003 $13.7M
Independent Advisor Alliance 0.35% Reduce -0.7% 72,316 $13.6M
Empowered Funds, LLC 0.14% Add +16.4% 72,206 $13.6M
Edgestream Partners, L.P. 0.40% Add +19.9% 72,022 $13.5M
NEOS Investment Management LLC 0.10% Add +79.8% 71,823 $13.5M
Janney Capital Management LLC 0.84% Reduce -0.6% 71,740 $13.5M
Greystone Financial Group, LLC 2.06% Add +32.6% 70,821 $13.3M
Biondo Investment Advisors, LLC 1.66% Add +0.9% 70,788 $13.3M
LGT Group Foundation 0.15% Add +1.2% 71,463 $13.3M
Mariner, LLC 0.02% Add +13.0% 70,610 $13.3M
Edgemoor Investment Advisors, Inc. 1.02% Reduce -0.2% 69,821 $13.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.33% Add +14.9% 68,752 $12.9M
Huntington National Bank 0.11% Add +2.9% 68,634 $12.9M
O'shaughnessy Asset Management, LLC 0.07% Add +12.9% 67,851 $12.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +15.5% 66,720 $12.5M
Amalgamated Bank 0.09% Add +3.2% 66,048 $12.4M
ProShare Advisors LLC 0.03% Add +2.7% 65,004 $12.2M
DNB Asset Management AS 0.05% Add +3.3% 64,731 $12.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -64.6% 62,925 $11.8M
USS Investment Management Ltd 0.06% No change 61,724 $11.6M
US Bancorp \de 0.01% Reduce -0.3% 61,374 $11.5M
Commonwealth Equity Services, LLC 0.01% Reduce -3.5% 60,524 $11.4M
Nixon Capital, LLC 3.42% Reduce -0.6% 59,884 $11.2M
Sun Life Financial Inc. 0.57% No change 59,145 $11.1M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +373.2% 57,925 $10.9M
Susquehanna International Group, LLP 0.02% Reduce -82.7% 57,227 $10.7M
Cerity Partners LLC 0.02% Add +59.0% 56,807 $10.7M
Ethic Inc. 0.17% Add +7.5% 55,171 $10.4M
Advisors Capital Management, LLC 0.13% Add +3.8% 55,136 $10.3M
D. E. Shaw & Co. 0.01% Reduce -70.1% 54,397 $10.2M
B&I Capital AG 3.51% Reduce -6.4% 54,035 $10.1M
Utah Retirement Systems 0.10% Add +0.6% 53,540 $10.0M
Janus Henderson Group PLC 0.00% Add +4.6% 52,723 $9.9M
Riverview Capital Advisers, LLC 2.86% Reduce -2.6% 52,702 $9.9M
Police & Firemen's Retirement System of New Jersey 0.08% Add +5.6% 52,259 $9.8M
Knights of Columbus Asset Advisors LLC 0.56% Add +1.0% 52,074 $9.8M
Staley Capital Advisers Inc. 0.40% Add +1.0% 51,500 $9.7M
Teacher Retirement System of Texas 0.04% Reduce -11.9% 50,375 $9.5M
Allianz SE 0.20% Reduce -2.2% 50,278 $9.4M
Vestcor Inc 0.28% Reduce -19.6% 49,402 $9.3M
Yousif Capital Management, LLC 0.10% Add +0.7% 49,382 $9.3M
Nicholas Investment Partners, LP 0.81% Add +32.8% 49,290 $9.3M
Vanguard Personalized Indexing Management, LLC 0.09% Add +5.4% 48,778 $9.2M
Bank of Nova Scotia 0.02% Add +28.2% 48,120 $9.0M
Edgar Lomax Co. 0.69% Reduce -22.7% 47,085 $8.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -8.6% 46,912 $8.8M
Adage Capital Partners Gp, L.L.C. 0.01% Add +79.8% 46,863 $8.8M
Bogart Wealth, LLC 0.35% Reduce -2.3% 46,339 $8.7M
Kestra Advisory Services, LLC 0.04% Add +83.0% 45,117 $8.5M
Waters Parkerson & Co., LLC 0.41% Add +3.5% 44,976 $8.4M
Pathstone Holdings, LLC 0.03% Add +0.4% 44,784 $8.4M
New York Life Investment Management LLC 0.07% Reduce -4.0% 44,375 $8.3M
Federation des caisses Desjardins du Quebec 0.03% Reduce -1.4% 43,688 $8.2M
&partners 0.05% Add +15.9% 57,805 $8.2M
Summit Trail Advisors, LLC 0.11% Add +58.1% 43,268 $8.1M
CIBC Asset Management Inc 0.02% Add +0.2% 43,218 $8.1M
GSI Capital Advisors LLC 4.55% Reduce -5.7% 42,906 $8.1M
ASR Vermogensbeheer N.V. 0.10% Reduce -0.5% 42,882 $8.0M
Groupe la Francaise 0.11% Reduce -2.4% 42,610 $8.0M
Loomis Sayles & Co. L P 0.01% Add +14.0% 42,145 $7.9M
Westpac Banking Corp. 0.49% Reduce -1.1% 41,809 $7.8M
Everett Harris & Co. 0.10% Reduce -5.6% 41,768 $7.8M
Summit Global Investments 0.46% Add +263.4% 41,662 $7.8M
Kingsview Wealth Management, LLC 0.12% Reduce -7.5% 41,566 $7.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.1% 41,518 $7.8M
Rafferty Asset Management, LLC 0.02% Add +4.5% 40,657 $7.6M
Truist Financial Corp. 0.01% Add +2.3% 40,333 $7.6M
Alpha Omega Wealth Management LLC 1.25% Reduce -4.3% 40,057 $7.5M
Winslow Asset Management Inc. 1.41% Reduce -1.8% 40,002 $7.5M
Hudson Bay Capital Management LP 0.05% Reduce -60.2% 40,000 $7.5M
Hudson Edge Investment Partners Inc. 1.21% Reduce -0.1% 39,785 $7.5M
Ieq Capital, LLC 0.02% Add +132.2% 39,721 $7.5M
Pensionfund PDN 4.80% No change 39,508 $7.4M
Cantor Fitzgerald Investment Advisors L.P. 0.50% Reduce -0.2% 39,449 $7.4M
Oliver Luxxe Assets LLC 1.16% Add +9.8% 39,073 $7.3M
Whittier Trust Co. of Nevada Inc. 0.15% Add +0.3% 38,933 $7.2M
Wolverine Trading, LLC 0.14% Add +94.2% 38,153 $7.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -9.6% 37,517 $7.0M
Oregon Public Employees Retirement Fund 0.09% Add +40.8% 37,355 $7.0M
Elo Mutual Pension Insurance Co 0.11% Add +59.5% 36,810 $6.9M
Prudential PLC 0.05% Add +197.9% 36,202 $6.8M
Oppenheimer & Co. Inc. 0.08% Reduce -1.9% 36,186 $6.8M
Burney Co./ 0.22% Add +41.3% 36,125 $6.8M
Swiss Life Asset Management Ltd 0.03% Reduce -5.1% 35,551 $6.7M
Mutual of America Capital Management LLC 0.07% Add +0.6% 35,388 $6.6M
Sterling Capital Management LLC 0.10% Add +0.5% 35,343 $6.6M
Baird Financial Group, Inc. 0.01% Reduce -1.9% 35,079 $6.6M
Norinchukin Bank, The 0.09% Add +7.1% 34,879 $6.5M
OP Asset Management Ltd 0.09% Add +1.1% 34,792 $6.5M
Mackenzie Financial Corp. 0.01% Reduce -10.7% 34,527 $6.5M
Brown Advisory Inc. 0.01% Reduce -1.6% 34,249 $6.4M
MAI Capital Management 0.04% Reduce -0.1% 34,079 $6.4M
Private Advisor Group, LLC 0.03% Add +0.7% 33,974 $6.4M
Fred Alger Management, LLC 0.02% Reduce -0.3% 33,137 $6.2M
NewEdge Advisors, LLC 0.03% Add +16.1% 33,033 $6.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.5% 32,776 $6.2M
Nordea Investment Management AB 0.01% Add +10.2% 32,810 $6.1M
Inspire Investing, LLC 0.59% Reduce -2.6% 32,454 $6.1M
Man Group plc 0.01% Reduce -8.7% 32,388 $6.1M
Concurrent Investment Advisors, LLC 0.10% Reduce -26.5% 32,240 $6.1M
Sheets Smith Wealth Management 0.68% Reduce -4.9% 32,170 $6.0M
Union Bancaire Privee, UBP SA 0.09% No change 32,100 $6.0M
Pacer Advisors, Inc. 0.02% Add +24.4% 30,689 $5.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.3% 32,024 $5.7M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 30,100 $5.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.5% 29,938 $5.6M
Vident Advisory, LLC 0.05% Reduce -8.4% 29,427 $5.5M
D.A. Davidson & Co. 0.04% Reduce -0.7% 29,268 $5.5M
Jamison Private Wealth Management, Inc. 0.71% Add +6.7% 29,061 $5.5M
Truvestments Capital LLC 0.98% Reduce -2.8% 28,865 $5.4M
Vanderbilt University 0.89% Reduce -2.0% 28,647 $5.4M
Beacon Pointe Advisors, LLC 0.05% Reduce -9.0% 28,628 $5.4M
Jacobs Levy Equity Management, Inc. 0.02% Add +777.6% 28,566 $5.4M
Bruni J V & Co. 0.53% Reduce -3.7% 28,093 $5.3M
Rwa Wealth Partners, LLC 0.06% Reduce -55.6% 27,396 $5.1M
Alberta Investment Management Corp 0.04% No change 27,300 $5.1M
CreativeOne Wealth, LLC 0.12% Add +15.7% 26,856 $5.0M
Cornerstone Wealth Group, LLC 0.34% Add +2.4% 26,801 $5.0M
Kepler Cheuvreux (Suisse) SA 0.27% — 26,537 $5.0M
tru Independence LLC 1.29% Add +0.5% 26,440 $5.0M
Naviter Wealth, LLC 0.58% Add +5.2% 26,388 $5.0M
Tidal Investments LLC 0.02% Add +12.4% 25,966 $4.9M
Crossmark Global Holdings, Inc. 0.07% Reduce -10.8% 25,808 $4.8M
Captrust Financial Advisors 0.01% Add +2.5% 25,486 $4.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +13.0% 25,191 $4.7M
M&T Bank Corp 0.02% Reduce -56.5% 25,071 $4.7M
Vinva Investment Management Ltd 0.09% Add +31.0% 24,919 $4.6M
Sanctuary Advisors, LLC 0.03% Reduce -20.3% 24,592 $4.6M
CIBC Private Wealth Group LLC 0.01% Add +21.8% 24,304 $4.6M
Advisory Services Network, LLC 0.07% Add +6.9% 24,211 $4.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.34% No change 24,102 $4.5M
Teachers Retirement System of the State of Kentucky 0.03% No change 24,010 $4.5M
SG Americas Securities, LLC 0.02% Add +145.5% 23,958 $4.5M
Fiduciary Group, LLC 0.39% Reduce -0.5% 23,866 $4.5M
Soltis Investment Advisors LLC 0.31% Add +2.8% 23,819 $4.5M
Avanza Fonder AB 0.12% No change 23,797 $4.5M
OMERS ADMINISTRATION Corp 0.03% Reduce -2.5% 23,688 $4.4M
Brookstone Capital Management 0.05% Add +5.3% 23,623 $4.4M
New Insight Wealth Advisors 1.64% Reduce -21.3% 23,255 $4.4M
Investment Management Corp of Ontario 0.07% Reduce -9.2% 23,116 $4.3M
Mizuho Securities USA LLC 0.09% Add +12.2% 23,779 $4.3M
Atria Investments, Inc 0.05% Reduce -7.1% 22,835 $4.3M
McGinn Penninger Investment Management, Inc. 2.49% Reduce -24.9% 22,624 $4.2M
Hamilton Capital Partners Inc. 0.17% Add +11.9% 22,263 $4.2M
Waterloo Capital, L.P. 0.31% Add +4.4% 22,174 $4.2M
Venture Visionary Partners LLC 0.14% Add +0.7% 22,159 $4.2M
American Assets Capital Advisers, LLC 4.36% Reduce -2.3% 22,028 $4.1M
SAM Advisors, LLC 1.31% Add +0.4% 21,731 $4.1M
Intech Investment Management LLC 0.04% Reduce -39.3% 21,673 $4.1M
Stevens Capital Management LP 0.54% Reduce -12.5% 21,624 $4.1M
Brevan Howard Capital Management LP 0.06% Reduce -46.5% 21,541 $4.0M
Yarbrough Capital, LLC 0.13% No change 21,500 $4.0M
Commerce Bank 0.02% Add +2.5% 21,463 $4.0M
BDF-Gestion 0.48% Reduce -17.2% 21,355 $4.0M
Jain Global LLC 0.06% Reduce -68.5% 21,302 $4.0M
Cwm, LLC 0.01% Add +65.6% 21,132 $4.0M
GeoWealth Management, LLC 0.14% Reduce -4.8% 21,121 $4.0M
Allworth Financial LP 0.02% Add +0.3% 21,066 $4.0M
Prospera Financial Services Inc 0.07% Reduce -0.1% 20,630 $3.9M
Kentucky Retirement Systems 0.11% Reduce -1.9% 20,341 $3.8M
Foundations Investment Advisors, LLC 0.06% Add +1.6% 20,140 $3.8M
Fifth Third Bancorp 0.01% Reduce -7.0% 20,047 $3.8M
Quantbot Technologies LP 0.10% Reduce -17.7% 19,882 $3.7M
Allstate Corp. 0.08% Add +155.4% 19,738 $3.7M
Plato Investment Management Ltd 0.25% Add +10.2% 19,853 $3.7M
Modern Wealth Management, LLC 0.07% Reduce -38.0% 19,597 $3.7M
Integrated Advisors Network LLC 0.15% Reduce -0.1% 19,335 $3.6M
Ontario Teachers Pension Plan Board 0.09% New 19,171 $3.6M
DoubleLine ETF Adviser LP 1.08% Add +6.3% 19,148 $3.6M
1832 Asset Management L.P. 0.01% Reduce -12.3% 19,133 $3.6M
Hartford Investment Management Co. 0.11% Add +3.5% 19,099 $3.6M
Park Avenue Securities LLC 0.03% Add +6.8% 18,809 $3.5M
Pensionfund Sabic 0.96% Reduce -7.4% 18,706 $3.5M
Condor Capital Management 0.28% Reduce -32.9% 18,501 $3.5M
Del-Sette Capital Management, LLC 2.11% Add +4.0% 18,049 $3.4M
Peapack Gladstone Financial Corp. 0.04% Add +0.8% 18,035 $3.4M
Spirit of America Management Corp. 0.68% Add +2.0% 17,950 $3.4M
Choreo, LLC 0.04% Add +6.4% 17,771 $3.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.30% No change 17,649 $3.3M
Advisors Asset Management, Inc. 0.06% Reduce -21.3% 17,269 $3.2M
Louisiana State Employees Retirement System 0.05% Add +5.6% 17,100 $3.2M
Equitable Holdings, Inc. 0.02% Add +0.8% 16,918 $3.2M
Lido Advisors, LLC 0.01% Add +40.7% 16,779 $3.1M
Blair William & Co. 0.01% Add +1.1% 16,704 $3.1M
iA Global Asset Management Inc. 0.04% Add +12.6% 16,633 $3.1M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.4% 16,588 $3.1M
Diversified Trust Co. 0.06% Reduce -21.2% 16,370 $3.1M
Maryland State Retirement & Pension System 0.06% Add +3.7% 16,325 $3.1M
FORA Capital, LLC 0.53% Add +545.8% 16,035 $3.0M
Securian Asset Management, Inc. 0.08% Reduce -1.2% 15,755 $3.0M
Lodestone Wealth Management LLC 1.31% Reduce -49.5% 15,555 $2.9M
Inspire Trust Co, N.A. 0.53% No change 15,500 $2.9M
HUB Investment Partners, LLC 0.11% Add +8.4% 15,352 $2.9M
U S Wealth Group, Llc. 1.86% Add +1.8% 15,149 $2.8M
Financial Management Network Inc. 0.47% Add +6.4% 15,777 $2.8M
Tocqueville Asset Management L.P. 0.04% Reduce -0.2% 14,972 $2.8M
Erste Asset Management GmbH 0.03% Reduce -37.1% 15,106 $2.8M
Composition Wealth, LLC 0.04% Reduce -3.2% 14,546 $2.7M
Redmond Asset Management, LLC 0.67% Reduce -5.4% 14,495 $2.7M
Slagle Financial, LLC 1.00% Add +3.4% 14,458 $2.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -0.9% 14,384 $2.7M
Caprock Group, LLC 0.07% — 14,871 $2.7M
E. Ohman J:or Asset Management AB 0.06% No change 14,100 $2.6M
Nomura Holdings Inc. 0.01% New 13,966 $2.6M
New Mexico Educational Retirement Board 0.08% Reduce -2.8% 13,895 $2.6M
LSV Asset Management 0.01% New 13,820 $2.6M
Candriam S.C.A. 0.01% Reduce -50.5% 13,798 $2.6M
Cascade Investment Group, Inc. 1.69% Reduce -0.5% 13,603 $2.6M
Adell Harriman & Carpenter Inc. 0.15% Add +15.7% 13,408 $2.5M
Cunning Capital Partners, LP 1.15% No change 13,189 $2.5M
Moran Wealth Management, LLC 0.07% Reduce -1.6% 12,892 $2.4M
Carret Asset Management, LLC 0.23% No change 12,873 $2.4M
Walleye Capital LLC 0.02% New 12,754 $2.4M
Red Cedar Investment Management, LLC 0.28% No change 12,748 $2.4M
Simplex Trading, LLC 0.05% Add +657.1% 12,712 $2.4M
Tower Bridge Advisors 0.24% Add +1.6% 12,650 $2.4M
Canada Post Corp Registered Pension Plan 0.10% Add +292.1% 12,728 $2.4M
Cim, LLC 0.31% Reduce -1.2% 12,573 $2.4M
Kestra Private Wealth Services, LLC 0.03% Reduce -27.6% 12,548 $2.4M
United Capital Financial Advisors, LLC 0.02% Reduce -1.4% 12,483 $2.3M
Hudson Canyon Capital Management 1.34% Reduce -3.3% 13,245 $2.3M
Jaffetilchin Investment Partners, LLC 0.14% Reduce -1.9% 12,439 $2.3M
Assetmark, Inc. 0.01% Add +7.4% 12,438 $2.3M
BLI - Banque de Luxembourg Investments 0.07% Reduce -59.4% 12,500 $2.3M
Ossiam 0.03% Add +37.7% 12,252 $2.3M
CCM Investment Advisers LLC 0.23% Reduce -2.2% 12,180 $2.3M
Alpine Woods Capital Investors, LLC 0.53% Reduce -2.7% 12,122 $2.3M
Signet Financial Management, LLC 0.26% Reduce -0.4% 12,011 $2.3M
AG2R La Mondiale Gestion D'actifs 0.12% No change 13,999 $2.3M
Gotham Asset Management 0.01% Add +319.9% 11,980 $2.2M
M&G PLC 0.01% Add +857.1% 11,858 $2.2M
Fortem Financial Group, LLC 0.64% Add +3.6% 11,859 $2.2M
Wellington Shields Capital Management, LLC 0.33% No change 11,680 $2.2M
Schonfeld Strategic Advisors LLC 0.02% Reduce -70.7% 11,636 $2.2M
Cary Street Partners Financial LLC 0.06% Reduce -1.1% 11,337 $2.1M
Steward Partners Investment Advisory, LLC 0.01% Add +7.2% 11,231 $2.1M
Bridgewater Associates 0.01% New 11,229 $2.1M
ING Groep NV 0.01% Reduce -72.2% 11,208 $2.1M
Arbor Capital Management Inc. 1.68% Reduce -3.5% 11,246 $2.1M
Pinebridge Investments, L.P. 0.02% Reduce -76.5% 10,899 $2.0M
Harvest Portfolios Group Inc. 0.04% Add +2.5% 10,898 $2.0M
Agf Management Ltd. 0.01% Reduce -6.3% 10,873 $2.0M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +0.2% 10,837 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -97.5% 10,824 $2.0M
Oddo BHF Asset Management Sas 0.08% Add +1.2% 10,807 $2.0M
DRW Securities, LLC 0.10% Add +266.4% 10,622 $2.0M
Quadrant Capital Group LLC 0.07% Add +0.5% 10,735 $2.0M
Sarasin & Partners LLP 0.02% Reduce -68.5% 10,813 $2.0M
Orion Porfolio Solutions, LLC 0.02% Add +11.1% 10,693 $2.0M
Howland Capital Management LLC 0.08% Reduce -7.0% 10,682 $2.0M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -0.4% 10,648 $2.0M
BCGM Wealth Management, LLC 0.52% Add +5.4% 10,631 $2.0M
GC Wealth Management RIA, LLC 0.07% Add +41.2% 10,630 $2.0M
Squarepoint Ops LLC 0.00% Reduce -94.4% 10,622 $2.0M
Cascade Investment Advisors, Inc. 1.21% Reduce -0.3% 10,608 $2.0M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.22% No change 10,519 $2.0M
Jeppson Wealth Management, LLC 0.63% Reduce -2.5% 10,509 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +6.3% 10,405 $2.0M
Mgo One Seven LLC 0.04% Add +265.3% 10,370 $1.9M
Norden Group LLC 0.20% Add +0.1% 10,280 $1.9M
Pine Valley Investments Ltd Liability Co 0.10% Add +2.0% 10,280 $1.9M
Morangie Management LLC 1.66% No change 10,272 $1.9M
Diligent Investors, LLC 0.48% Reduce -0.1% 10,216 $1.9M
Mystic Asset Management, Inc. 0.43% Add +1.1% 10,182 $1.9M
Integrated Wealth Concepts LLC 0.02% Add +6.2% 10,135 $1.9M
Two Sigma Securities, LLC 0.28% New 10,058 $1.9M
Meeder Advisory Services, Inc. 0.09% Add +6.2% 9,953 $1.9M
Tema ETFs LLC 0.15% New 9,802 $1.8M
Tower Research Capital LLC (TRC) 0.05% Reduce -46.5% 9,789 $1.8M
Stamos Capital Partners, L.P. 0.34% Reduce -40.6% 9,684 $1.8M
Sowell Financial Services LLC 0.07% Add +3.6% 9,632 $1.8M
Cresset Asset Management, LLC 0.01% Add +2.3% 9,540 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -75.9% 9,519 $1.8M
Aster Capital Management (DIFC) Ltd 0.89% New 9,419 $1.8M
Cullen Capital Management, LLC 0.02% Reduce -5.0% 9,398 $1.8M
Palogic Value Management, L.P. 0.73% Add +2.5% 9,029 $1.7M
Greenleaf Trust 0.02% Reduce -0.6% 9,021 $1.7M
Convergence Investment Partners, LLC 0.38% Add +17.7% 8,971 $1.7M
Perpetual Ltd 0.02% Reduce -1.7% 8,935 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -23.2% 8,862 $1.7M
Mufg Securities Americas Inc. 0.11% Add +29.5% 8,804 $1.7M
Quantum Portfolio Management LLC 0.48% Add +51.7% 8,618 $1.6M
Affinity Investment Advisors, LLC 1.09% Reduce -0.1% 8,546 $1.6M
Principal Securities, Inc. 0.03% Add +6.8% 8,542 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -3.1% 8,526 $1.6M
Horizon Investments, LLC 0.02% Add +6.1% 8,499 $1.6M
Guggenheim Capital LLC 0.01% Reduce -25.7% 8,435 $1.6M
Donoghue Forlines LLC 0.48% Reduce -10.0% 8,300 $1.6M
Coldstream Capital Management Inc. 0.02% Add +17.8% 8,297 $1.6M
Legacy Wealth Asset Management, LLC 0.38% Reduce -39.8% 8,283 $1.6M
InTrack Investment Management Inc 0.93% Add +20.4% 8,272 $1.6M
Sigma Planning Corp 0.04% Add +172.8% 8,251 $1.5M
Valeo Financial Advisors, LLC 0.04% Reduce -2.3% 8,221 $1.5M
Mark Asset Management LP 0.16% No change 8,095 $1.5M
Wealth Preservation Advisors, LLC 0.87% No change 8,002 $1.5M
Perigon Wealth Management, LLC 0.03% Add +9.6% 7,920 $1.5M
Merit Financial Group, LLC 0.01% Add +16.8% 7,917 $1.5M
Westerkirk Capital Inc. 0.17% No change 7,900 $1.5M
Presima Securities ULC 0.41% Reduce -31.8% 7,894 $1.5M
Bedel Financial Consulting, Inc. 0.19% Add +3.6% 7,833 $1.5M
Arax Advisory Partners 0.02% Add +668.1% 7,819 $1.5M
Apollon Wealth Management, LLC 0.03% Add +28.8% 7,815 $1.5M
Qtron Investments LLC 0.18% No change 7,798 $1.5M
NewEdge Wealth, LLC 0.02% Add +2.1% 8,036 $1.5M
Syon Capital LLC 0.08% Add +2.1% 7,743 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +24.2% 7,703 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -17.4% 7,638 $1.4M
Old Port Advisors 0.36% Add +46.7% 7,611 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.6% 7,606 $1.4M
Chung Wu Investment Group, LLC 1.18% No change 7,550 $1.4M
Zimmer Partners, LP 0.03% Reduce -65.8% 7,503 $1.4M
Emergent Wealth Advisors, LLC 0.82% Add +8.0% 7,495 $1.4M
SteelPeak Wealth, LLC 0.05% Add +168.5% 7,475 $1.4M
Frank, Rimerman Advisors LLC 0.09% Reduce -0.7% 7,420 $1.4M
KG Capital Management 0.38% Reduce -4.4% 7,872 $1.4M
Praxis Investment Management Inc. 0.08% No change 7,319 $1.4M
Wellington Shields & Co., LLC 0.36% Add +9.0% 7,300 $1.4M
Chesapeake Asset Management LLC 1.20% No change 7,200 $1.4M
Kintegral Advisory, LLC 0.11% Reduce -0.4% 7,192 $1.3M
one8zero8, LLC 0.29% Reduce -1.0% 7,187 $1.3M
Commerzbank Aktiengesellschaft 0.03% Add +15.1% 7,170 $1.3M
HB Wealth Management, LLC 0.01% Add +21.5% 7,164 $1.3M
TrueWealth Advisors, LLC 0.36% No change 7,160 $1.3M
Yelin Lapidot Holdings Management Ltd. 0.28% No change 7,150 $1.3M
Gifford Fong Associates 0.28% No change 7,000 $1.3M
Gabelli Funds LLC 0.01% No change 7,000 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -3.0% 6,969 $1.3M
GMO 0.00% Reduce -5.8% 6,942 $1.3M
Keybank National Association 0.00% Add +3.2% 6,905 $1.3M
Wedmont Private Capital 0.05% Add +2.3% 7,202 $1.3M
Ascentis Independent Advisors 0.22% Reduce -20.7% 6,835 $1.3M
Renaissance Group LLC 0.05% Reduce -2.5% 6,820 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -4.3% 6,772 $1.3M
Secured Retirement Advisors, LLC 0.71% Reduce -3.5% 6,760 $1.3M
Jump Financial, LLC 0.02% Reduce -60.3% 6,695 $1.3M
Knollwood Investment Advisory, LLC 0.11% No change 6,650 $1.2M
GAMMA Investing LLC 0.07% Add +13.8% 6,596 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% Add +5.5% 6,565 $1.2M
Portside Wealth Group, LLC 0.17% Add +3.3% 6,334 $1.2M
Marino, Stram & Associates LLC 0.21% Reduce -0.3% 6,312 $1.2M
Benjamin Edwards Inc. 0.01% Add +52.6% 6,281 $1.2M
Pinnacle Associates Ltd. 0.02% Add +17.4% 6,258 $1.2M
Retirement Planning Co of New England, Inc. 0.47% Reduce -0.6% 6,253 $1.2M
MUFG Securities EMEA plc 0.03% Add +591.3% 6,249 $1.2M
Novem Group 0.14% Add +2.8% 6,245 $1.2M
Solidarity Wealth, LLC 0.25% Add +0.8% 6,216 $1.2M
Alpha Cubed Investments, LLC 0.04% Add +76.5% 6,152 $1.2M
Diversify Advisory Services, LLC 0.04% Reduce -30.4% 6,499 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -33.1% 6,069 $1.1M
Raiffeisen Bank International AG 0.02% Add +98.6% 6,112 $1.1M
J.W. Cole Advisors, Inc. 0.02% Add +9.0% 5,982 $1.1M
Larson Financial Group LLC 0.04% Reduce -19.4% 5,909 $1.1M
Arkadios Wealth Advisors 0.03% Add +37.0% 5,870 $1.1M
Adams Asset Advisors, LLC 0.14% No change 5,789 $1.1M
Marshall Financial Group, LLC 0.21% Add +5.2% 5,773 $1.1M
Signaturefd, LLC 0.02% Add +2.1% 5,733 $1.1M
SummitTX Capital, L.P. 0.04% Reduce -91.6% 5,701 $1.1M
Ritholtz Wealth Management 0.02% Reduce -2.5% 5,671 $1.1M
Capital International Sarl 0.02% Add +1.6% 5,648 $1.1M
Independent Financial Group, LLC 0.03% Add +1.8% 5,628 $1.1M
Meadowbrook Wealth Management, LLC 1.09% — 5,570 $1.0M
Genesee Capital Advisors, LLC 0.45% Reduce -1.9% 5,549 $1.0M
Investors Research Corp 0.19% No change 5,540 $1.0M
Mediolanum International Funds Ltd 0.01% Reduce -77.9% 5,573 $1.0M
GF Fund Management Co. LTD. 0.02% Reduce -4.8% 5,477 $1.0M
Sienna Gestion 0.07% No change 5,877 $1.0M
Wedbush Securities Inc. 0.03% Add +11.1% 5,323 $999K
Aspiriant, LLC 0.03% Reduce -1.8% 5,289 $993K
Snowden Capital Advisors LLC 0.03% Reduce -10.1% 5,203 $976K
Callan Family Office, LLC 0.03% Reduce -17.7% 5,162 $969K
Gilman Hill Asset Management, LLC 0.15% Reduce -8.3% 5,161 $969K
Radnor Capital Management, LLC 0.15% Reduce -7.3% 5,087 $955K
Ellevest, Inc. 0.14% Add +51.2% 5,083 $954K
Chilton Capital Management LLC 0.03% Add +7.5% 5,072 $952K
Insigneo Advisory Services, LLC 0.07% Add +6.5% 5,058 $949K
Parallel Advisors, LLC 0.02% Reduce -5.9% 5,031 $944K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,279 $943K
American Assets Inc. 0.30% No change 5,000 $938K
Evergreen Capital Management LLC 0.02% Reduce -0.3% 4,973 $933K
Applied Finance Capital Management, LLC 0.07% Reduce -13.2% 4,971 $933K
TBH Global Asset Management, LLC 0.18% No change 4,954 $930K
Belpointe Asset Management LLC 0.04% Add +24.2% 4,928 $925K
RiverFront Investment Group, LLC 0.02% No change 4,903 $920K
Regal Investment Advisors LLC 0.06% Reduce -1.4% 4,892 $918K
Highline Wealth Partners LLC 0.25% Add +0.0% 4,866 $913K
NorthRock Partners, LLC 0.02% Add +3.2% 4,845 $909K
Clarius Group, LLC 0.05% Reduce -12.2% 4,827 $906K
Clough Capital Partners L P 0.08% Reduce -64.7% 4,800 $901K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -34.5% 4,761 $893K
Everhart Financial Group, Inc. 0.09% Add +20.5% 4,750 $891K
MSH Capital Advisors LLC 0.24% Reduce -22.6% 4,731 $888K
Atom Investors LP 0.07% New 4,731 $888K
Kestra Investment Management, LLC 0.02% Reduce -12.7% 4,711 $884K
Trust Co. of Vermont 0.04% Reduce -0.4% 4,709 $884K
Tritonpoint Wealth, LLC 0.08% Add +28.4% 4,703 $883K
CFM Wealth Partners LLC 0.13% Reduce -46.9% 4,630 $869K
Cascade Financial Partners, LLC 0.10% Add +5.0% 4,615 $866K
Compound Planning, Inc. 0.03% Reduce -16.5% 4,605 $864K
Farther Finance Advisors, LLC 0.01% Add +29.7% 4,582 $860K
Siemens Fonds Invest GmbH 0.05% Reduce -1.3% 4,553 $854K
Ballentine Partners, LLC 0.01% Reduce -1.0% 4,531 $850K
Veridan Wealth LLC 0.29% — 4,510 $846K
Pekin Hardy Strauss, Inc. 0.09% No change 4,490 $843K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -8.6% 4,467 $838K
Invst, LLC 0.10% Reduce -2.7% 4,458 $837K
Checchi Capital Advisers, LLC 0.06% Reduce -23.7% 4,444 $834K
Howard Capital Management Group, LLC 0.05% Add +197.9% 4,439 $833K
LDR Capital Management LLC 2.26% New 4,419 $829K
Prestige Wealth Management Group LLC 0.16% Add +3.1% 4,376 $821K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +2.0% 4,362 $819K
World Investment Advisors 0.02% Reduce -0.2% 4,349 $816K
Michels Family Financial, LLC 0.63% Reduce -3.1% 4,333 $813K
Monetary Management Group Inc. 0.19% Reduce -9.4% 4,325 $812K
Hilltop Holdings Inc. 0.04% Reduce -4.3% 4,259 $799K
Profund Advisors LLC 0.03% Reduce -7.3% 4,174 $783K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -4.9% 4,115 $772K
SkyView Investment Advisors, LLC 0.10% Reduce -0.9% 4,079 $766K
Smartleaf Asset Management LLC 0.05% Add +69.8% 4,120 $766K
Future Financial Wealth Managment LLC 0.48% Add +0.2% 4,079 $765K
Sumitomo Life Insurance Co. 0.02% Reduce -3.9% 4,070 $764K
HighPoint Advisor Group LLC 0.04% Add +13.7% 4,023 $755K
VestGen Advisors, LLC 0.03% New 4,022 $755K
Inspire Advisors, LLC 0.07% Add +6.0% 4,014 $753K
Manske Wealth Management 0.23% Reduce -3.9% 4,000 $751K
Strathmore Capital Advisors, Inc. 0.31% Reduce -5.1% 3,999 $750K
Joel Isaacson & Co., LLC 0.03% No change 3,978 $747K
Vise Technologies, Inc. 0.03% Reduce -22.2% 3,958 $743K
White Pine Capital LLC 0.21% Add +13.0% 3,954 $742K
GKV Capital Management Co., Inc. 0.29% Add +1.3% 3,920 $736K
Beacon Investment Advisors LLC 0.30% Add +1.1% 3,918 $735K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +9.7% 3,916 $735K
IHT Wealth Management, LLC 0.02% Reduce -3.0% 3,913 $734K
Fifth Third Wealth Advisors LLC 0.03% Add +5.6% 3,910 $734K
DAVENPORT & Co LLC 0.00% Reduce -48.1% 3,898 $732K
JDM Financial Group LLC 0.30% Add +13.8% 3,822 $717K
Intrua Financial, LLC 0.08% Add +81.5% 3,789 $711K
Summit Financial, LLC 0.01% Reduce -0.3% 3,765 $707K
Tobias Financial Advisors, Inc. 0.11% Reduce -0.8% 3,747 $703K
RS Crum Inc. 0.16% No change 3,726 $699K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -0.5% 3,712 $697K
Savant Capital, LLC 0.00% Add +0.3% 3,707 $696K
Pallas Capital Advisors LLC 0.03% Reduce -2.2% 3,702 $695K
L2 Asset Management, LLC 0.10% Add +12.1% 3,697 $694K
Alteri Wealth LLC 0.23% Add +7.5% 3,620 $679K
Sunbelt Securities, Inc. 0.05% Reduce -8.8% 3,599 $675K
Rothschild Investment LLC 0.04% Add +0.2% 3,595 $675K
Nabity-Jensen Investment Management Inc 0.47% Reduce -11.7% 3,590 $674K
Autumn Glory Partners, LLC 0.28% No change 3,585 $673K
Wealth Alliance, LLC 0.07% Reduce -6.8% 3,583 $672K
Bearing Point Capital, LLC 0.12% No change 3,572 $670K
Balyasny Asset Management L.P. 0.00% Reduce -97.3% 3,532 $663K
Schulhoff & Co. Inc. 0.28% Reduce -0.9% 3,531 $663K
Sagespring Wealth Partners, LLC 0.01% Add +10.8% 3,465 $650K
Purkiss Capital Advisors LLC 0.31% Add +7.9% 3,459 $649K
Sage Mountain Advisors LLC 0.04% Add +16.1% 3,386 $635K
Yoffe Investment Management, LLC 0.83% No change 3,383 $635K
Ameritas Investment Partners, Inc. 0.02% Add +2.4% 3,376 $634K
Supplemental Annuity Collective Trust of NJ 0.16% No change 3,300 $619K
Flow Traders U.S. LLC 0.03% New 3,285 $616K
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.6% 3,250 $610K
Premier Path Wealth Partners, LLC 0.08% Add +0.4% 3,245 $609K
TTP Investments, Inc. 0.18% Reduce -5.3% 3,275 $606K
Fourpath Capital Management, LLC 0.09% No change 3,225 $605K
United Advisor Group, LLC 0.08% Add +1.2% 3,205 $601K
IFP Advisors, Inc 0.02% Reduce -25.1% 3,205 $601K
WealthTrust Axiom LLC 0.16% No change 3,200 $601K
Groupama Asset Managment 0.01% Reduce -68.5% 3,169 $595K
Cigna Investments Inc. 0.08% No change 3,137 $589K
Argentarii, LLC 0.23% Reduce -17.4% 3,134 $588K
New England Research & Management, Inc. 0.27% No change 3,100 $582K
First Dallas Securities Inc. 0.22% No change 3,100 $582K
Cohen Klingenstein LLC 0.02% No change 3,100 $582K
Spire Wealth Management 0.02% Reduce -48.7% 3,084 $579K
Arete Wealth Advisors, LLC 0.04% Add +4.9% 3,059 $573K
Capital Investment Advisors, LLC 0.01% Add +0.6% 3,049 $572K
Diversify Wealth Management, LLC 0.03% Add +5.5% 3,214 $568K
Mather Group, Llc. 0.01% Add +0.2% 3,023 $567K
GWN Securities Inc. 0.13% Reduce -21.2% 2,990 $565K
Pitcairn Co. 0.04% Reduce -18.9% 3,005 $564K
Merrion Investment Management Co, LLC 0.32% No change 3,000 $563K
Westover Capital Advisors, LLC 0.10% No change 3,000 $563K
Roble, Belko & Company, Inc 0.08% No change 3,000 $563K
Oxford Financial Group, LTD. LLC 0.03% Add +2.1% 2,997 $563K
Rakuten Investment Management, Inc. 0.00% — 4,796 $561K
Ofi Invest Asset Management 0.01% Reduce -6.4% 3,512 $561K
Adams Wealth Management 0.12% Reduce -14.2% 2,988 $561K
CacheTech Inc. 0.11% Reduce -14.2% 2,988 $561K
Welch Group, LLC 0.02% Add +0.1% 2,976 $558K
Strategic Advocates LLC 0.14% Add +3.2% 2,947 $553K
Ascentis Wealth Management, LLC 0.13% Reduce -1.2% 2,939 $552K
First National Bank Sioux Falls 0.17% Reduce -0.2% 2,935 $551K
Fulcrum Capital LLC 0.11% Add +8.8% 2,929 $550K
Brighton Jones LLC 0.01% Add +30.2% 2,925 $549K
Market Street Wealth Management Advisors LLC 0.09% Reduce -1.5% 2,913 $547K
Mfa Wealth Advisors, LLC 0.12% No change 2,898 $544K
Cheviot Value Management, LLC 0.06% New 3,065 $542K
Stephens Inc. 0.01% Reduce -4.5% 2,869 $538K
TD Private Client Wealth LLC 0.01% Reduce -0.9% 2,861 $537K
EverSource Wealth Advisors, LLC 0.02% Add +10.0% 2,856 $536K
Private Trust Co. NA 0.05% Reduce -13.0% 2,855 $536K
Mogy Joel R Investment Counsel Inc. 0.03% No change 2,825 $530K
Legacy Financial Advisors, Inc. 0.07% New 2,807 $527K
Mutual Advisors, LLC 0.01% Add +6.9% 2,944 $526K
J. Safra Sarasin Holding AG 0.01% Reduce -23.2% 2,799 $525K
Journey Strategic Wealth LLC 0.01% Reduce -0.8% 2,793 $524K
Element Wealth, LLC 0.23% Add +0.7% 2,784 $522K
TD Waterhouse Canada Inc. 0.00% Add +1.9% 2,807 $522K
Lantern Wealth Advisors, LLC 0.27% No change 2,775 $521K
Triad Wealth Partners, LLC 0.07% Add +78.8% 2,750 $516K
Lazari Capital Management, Inc. 0.18% Add +0.0% 2,745 $515K
William Allan Corp 0.29% Add +2.9% 2,744 $515K
Gables Capital Management Inc. 0.22% Reduce -6.8% 2,740 $514K
Paradigm Asset Management Co. LLC 0.12% No change 2,735 $513K
Rexford Capital Inc. 0.39% Reduce -5.4% 2,713 $509K
Oak Grove Capital LLC 0.11% No change 2,700 $507K
AE Wealth Management LLC 0.00% Add +4.8% 2,699 $507K
Western Financial Corp 0.22% Add +6.2% 2,679 $503K
HBK Sorce Advisory LLC 0.01% New 2,809 $501K
Wealthcare Advisory Partners LLC 0.01% Reduce -5.2% 2,660 $499K
American Investment Services, Inc. 0.12% Reduce -9.8% 2,656 $498K
Landscape Capital Management, L.L.C. 0.03% Reduce -29.8% 2,656 $498K
Optimum Investment Advisors 0.20% Reduce -3.6% 2,649 $497K
Longfellow Investment Management Co. LLC 0.12% No change 2,648 $497K
Daymark Wealth Partners, LLC 0.02% Add +6.0% 2,606 $489K
Nilsine Partners, LLC 0.04% Add +6.6% 2,601 $488K
Octavia Wealth Advisors, LLC 0.05% Add +0.7% 2,591 $486K
Schnieders Capital Management, Llc. 0.08% — 2,577 $484K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,554 $479K
Brooklyn Investment Group 0.06% Reduce -2.9% 2,976 $478K
Lederer & Associates Investment Counsel 0.31% Add +0.6% 2,539 $476K
Asset Planning,Inc 0.34% No change 2,535 $476K
Bradley Foster & Sargent Inc. 0.01% Reduce -5.2% 2,535 $476K
Brown, Lisle/Cummings, Inc. 0.12% Reduce -3.6% 2,533 $475K
Waverly Advisors, LLC 0.00% Add +36.8% 2,531 $475K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 2,526 $474K
Manchester Financial Inc. 0.09% Add +24.3% 2,511 $471K
Financial Sense Advisors, Inc. 0.10% No change 2,500 $469K
Rossmore Private Capital 0.05% No change 2,500 $469K
International Assets Investment Management, LLC 0.04% No change 2,840 $467K
Baader Bank Aktiengesellschaft 0.04% Reduce -39.5% 2,481 $463K
Sompo Asset Management Co., Ltd. 0.08% Reduce -0.8% 2,450 $460K
Ascent Group, LLC 0.02% Reduce -0.9% 2,447 $459K
Krane Funds Advisors LLC 0.01% Reduce -12.1% 2,571 $456K
Stratos Wealth Partners, LTD. 0.01% Add +27.6% 2,425 $455K
Townsquare Capital LLC 0.07% Reduce -22.9% 2,425 $455K
Opinicus Capital, Inc. 0.31% Reduce -0.8% 2,401 $451K
Silverleafe Capital Partners, LLC 0.14% No change 2,400 $450K
Bramshill Investments, LLC 0.03% No change 2,400 $450K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -8.7% 2,383 $447K
Carmel Capital Partners, LLC 0.19% Reduce -43.5% 2,379 $446K
Phocas Financial Corp. 0.06% Reduce -8.8% 2,376 $446K
S-Bank Fund Management Ltd 0.06% Reduce -1.3% 2,373 $445K
Affinity Wealth Management LLC 0.07% Add +1.2% 2,372 $445K
Embree Financial Group 0.06% Add +1.6% 2,358 $443K
Vontobel Holding Ltd. 0.00% Add +50.3% 2,358 $443K
Manchester Capital Management LLC 0.06% Reduce -0.6% 2,351 $441K
Fidelis Capital Partners, LLC 0.03% Add +3.7% 2,344 $440K
Titleist Asset Management, LLC 0.04% Add +0.1% 2,334 $438K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -47.8% 2,331 $437K
Great Valley Advisor Group, Inc. 0.01% Reduce -29.6% 2,308 $433K
Wilmington Savings Fund Society, FSB 0.01% Reduce -51.4% 2,283 $428K
Monument Capital Management 0.11% No change 2,281 $428K
Redhawk Wealth Advisors, Inc. 0.05% Add +1.1% 2,278 $428K
AlphaQuest LLC 0.03% Reduce -36.1% 2,272 $426K
Chicago Partners Investment Group LLC 0.01% Add +42.6% 2,394 $423K
Turtle Creek Wealth Advisors, LLC 0.04% Add +66.6% 2,252 $423K
CWA Asset Management Group, LLC 0.02% Add +9.4% 2,252 $423K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +38.3% 2,248 $422K
Promethium Advisors,llc 0.24% No change 2,244 $421K
Rehmann Capital Advisory Group 0.02% Reduce -4.2% 2,228 $418K
Fisher Asset Management 0.00% New 2,221 $417K
Stratos Wealth Advisors, LLC 0.02% Add +6.2% 2,215 $416K
Kaizen Financial Strategies 0.19% Add +0.3% 2,293 $414K
PFG Investments, LLC 0.02% Reduce -11.9% 2,197 $412K
Novare Capital Management LLC 0.03% Add +0.9% 2,184 $410K
SageView Advisory Group, LLC 0.01% Add +5.0% 2,184 $410K
SVB Wealth LLC 0.02% Reduce -22.8% 2,180 $409K
Regions Financial Corp. 0.00% Reduce -0.1% 2,176 $408K
Howard Capital Management, LLC 0.01% Add +3.1% 2,175 $408K
Bragg Financial Advisors, Inc 0.01% Add +1.9% 2,168 $407K
Modera Wealth Management, LLC 0.00% Reduce -12.6% 2,166 $407K
GTS Securities LLC 0.02% Reduce -44.4% 2,157 $405K
UMB Bank, n.a. 0.01% Add +1.9% 2,155 $404K
Personal Cfo Solutions, LLC 0.07% Reduce -17.4% 2,143 $402K
Castle Rock Wealth Management, LLC 0.09% Reduce -2.4% 2,170 $400K
Gryphon Financial Partners LLC 0.05% Add +11.5% 2,132 $400K
Greenland Capital Management LP 0.06% New 2,100 $394K
Two Sigma Advisers, LP 0.00% Reduce -72.7% 2,100 $394K
LRI Investments, LLC 0.03% No change 2,089 $392K
Ausdal Financial Partners, Inc. 0.02% Reduce -63.1% 2,089 $392K
Conning Inc. 0.01% No change 2,089 $392K
BSW Wealth Partners 0.05% Add +32.6% 2,088 $392K
Samalin Investment Counsel, LLC 0.14% Reduce -4.2% 2,084 $391K
Wesbanco Bank Inc. 0.01% New 2,076 $390K
Global Retirement Partners, LLC 0.01% Add +2.5% 2,074 $389K
O'ROURKE & COMPANY, Inc 0.16% Add +0.4% 2,067 $388K
Aptus Capital Advisors, LLC 0.00% Add +14.0% 2,065 $388K
Alliance Wealth Advisors, LLC 0.09% Add +0.3% 2,062 $387K
Gateway Investment Advisers LLC 0.00% Add +2.2% 2,055 $386K
Rockland Trust Co. 0.02% No change 2,050 $385K
Birch Financial Group, LLC 0.23% New 2,041 $383K
Lafayette Investments, Inc. 0.07% No change 2,025 $380K
Blueshift Asset Management, LLC 0.12% Reduce -28.8% 2,013 $378K
J. Team Financial, Inc. 0.38% — 2,002 $376K
Focus Partners Advisor Solutions, LLC 0.00% Add +8.5% 2,016 $376K
CTC Alternative Strategies, Ltd. 0.60% New 2,000 $375K
VELA Investment Management, LLC 0.11% Reduce -23.9% 1,988 $373K
4WEALTH Advisors, Inc. 0.34% Add +7.6% 1,987 $373K
Tradition Wealth Management, LLC 0.03% Add +48.6% 1,969 $370K
Baker Avenue Asset Management, LP 0.01% Add +19.3% 1,964 $369K
Childress Capital Advisors, LLC 0.07% Add +20.3% 1,934 $363K
Caerus Investment Advisors, LLC 0.15% New 1,932 $363K
Optas, LLC 0.06% Add +0.8% 1,932 $363K
Strategic Blueprint, LLC 0.02% New 1,919 $360K
Cetera Trust Company, N.A 0.20% No change 1,915 $359K
Fulton Bank, N.A. 0.01% Reduce -5.9% 1,915 $359K
First Bancorp, Inc 0.19% Add +22.9% 1,878 $352K
NorthCrest Asset Manangement, LLC 0.01% New 1,943 $348K
Intrust Bank NA 0.03% Reduce -3.1% 1,852 $348K
Elevation Wealth Partners, LLC 0.12% Add +1.5% 1,847 $347K
Regent Peak Wealth Advisors LLC 0.07% — 1,827 $343K
Fiduciary Trust Co 0.00% Add +20.4% 1,817 $341K
Avidian Wealth Enterprises, LLC 0.01% Add +17.5% 1,816 $341K
Simplicity Wealth,LLC 0.02% New 1,807 $339K
Quotient Wealth Partners, LLC 0.01% Add +0.4% 1,806 $339K
Penserra Capital Management LLC 0.00% Add +1.1% 1,795 $336K
Bard Financial Services, Inc. 0.04% No change 1,790 $336K
Fort Sheridan Advisors LLC 0.04% No change 1,789 $336K
Mesirow Financial Investment Management, Inc. 0.01% Add +4.6% 1,782 $335K
American State Bank (Iowa) 0.17% No change 1,779 $334K
Piedmont Capital Management, LLC 0.18% Add +0.2% 1,794 $333K
Whalerock Point Partners, LLC 0.07% No change 1,776 $333K
Tiaa Trust, National Association 0.00% Add +3.9% 1,774 $333K
Keel Point, LLC 0.02% Reduce -0.2% 1,769 $332K
Interchange Capital Partners, LLC 0.06% New 1,761 $331K
Brown Brothers Harriman & Co. 0.00% Add +87.7% 1,753 $329K
Cabot Wealth Management Inc. 0.04% No change 1,745 $327K
Lanark Financial, Inc. 0.03% Reduce -0.2% 1,742 $327K
Coppell Advisory Solutions LLC 0.03% New 1,758 $327K
PDS Planning, Inc 0.02% Add +2.9% 1,731 $325K
Huntleigh Advisors, Inc. 0.06% Reduce -12.0% 1,727 $324K
IFG Advisory, LLC 0.01% Reduce -8.2% 1,725 $324K
Kovack Advisors, Inc. 0.03% Reduce -1.2% 1,721 $323K
MinichMacGregor Wealth Management, LLC 0.06% Reduce -2.3% 1,720 $323K
Washington Trust Bank 0.02% New 1,716 $322K
Augustine Asset Management Inc. 0.06% Add +0.1% 1,713 $321K
Winthrop Capital Management, LLC 0.08% Add +0.1% 1,711 $321K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Add +24.8% 1,710 $321K
Gen-Wealth Partners Inc 0.11% New 1,708 $321K
CX Institutional 0.01% Add +3.2% 1,707 $320K
Breakwater Capital Group 0.05% Add +5.3% 1,705 $320K
Mission Wealth Management, LP 0.01% Reduce -3.7% 1,704 $320K
BNP Paribas 0.01% No change 1,688 $317K
Strategic Wealth Investment Group, LLC 0.03% New 1,673 $314K
Gibbs Wealth Management 0.07% Reduce -8.3% 1,672 $314K
Shelton Capital Management 0.01% Reduce -3.1% 1,662 $312K
Silvercrest Asset Management Group LLC 0.00% Add +4.3% 1,658 $311K
Cornerstone Wealth Management, LLC 0.02% Add +1.2% 1,657 $311K
Hutchens & Kramer Investment Management Group, LLC 0.12% Reduce -10.5% 1,657 $311K
Synovus Financial Corp. 0.00% Add +0.3% 1,647 $311K
Platform Technology Partners 0.07% Reduce -0.9% 1,647 $309K
Outlook Wealth Advisors, LLC 0.08% New 1,642 $308K
Strategic Financial Concepts, LLC 0.04% Add +4.7% 1,620 $304K
Resonant Capital Advisors, LLC 0.02% Add +0.8% 1,613 $303K
LJI Wealth Management, LLC 0.05% Reduce -13.5% 1,599 $300K
CI Investments Inc. 0.00% Add +8.8% 1,599 $300K
SlateStone Wealth, LLC 0.03% No change 1,593 $299K
Clientfirst Wealth Management, LLC 0.24% No change 1,593 $299K
Icon Wealth Advisors, LLC 0.02% Reduce -13.0% 1,584 $297K
Patton Fund Management, Inc. 0.05% No change 1,580 $297K
North Star Investment Management Corp. 0.02% No change 1,560 $293K
Catalyst Financial Partners LLC 0.04% Add +2.2% 1,550 $291K
Heartland Bank & Trust Co 0.12% Reduce -0.5% 1,537 $288K
Morningstar Investment Management LLC 0.01% Reduce -71.8% 1,531 $287K
Jacobi Capital Management LLC 0.02% Add +0.1% 1,524 $286K
Krilogy Financial LLC 0.01% New 1,572 $285K
MassMutual Private Wealth & Trust, FSB 0.01% Add +5.6% 1,517 $285K
Prosperity Consulting Group, LLC 0.01% New 1,509 $283K
Lavaca Capital LLC 0.05% No change 1,500 $282K
Accuvest Global Advisors 0.17% Reduce -5.0% 1,479 $278K
Csenge Advisory Group 0.01% Add +7.4% 1,481 $278K
Stillwater Wealth Management Group 0.19% — 1,471 $276K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,468 $276K
Murphy Pohlad Asset Management LLC 0.11% Reduce -4.6% 1,466 $275K
U.S. Capital Wealth Advisors, LLC 0.01% Add +12.2% 1,465 $275K
Alta Wealth Advisors LLC 0.10% No change 1,461 $274K
Savvy Advisors, Inc. 0.01% New 1,459 $274K
WASHINGTON TRUST Co 0.01% New 1,454 $273K
Blue Trust, Inc. 0.00% Reduce -5.8% 1,444 $271K
KMG Fiduciary Partners, LLC 0.02% Add +0.3% 1,444 $271K
Parkside Financial Bank & Trust 0.02% Add +0.9% 1,433 $269K
Knightsbridge Asset Management, LLC 0.05% New 1,424 $267K
Deseret Mutual Benefit Administrators 0.11% Reduce -12.4% 1,421 $267K
Meridian Wealth Management, LLC 0.01% Add +6.9% 1,486 $266K
Barry Investment Advisors, LLC 0.06% Add +0.7% 1,417 $266K
Johnson Financial Group, Inc. 0.01% Add +139.9% 1,413 $265K
Vicus Capital 0.02% Reduce -5.8% 1,385 $260K
Alta Advisers Ltd 0.08% No change 1,385 $260K
Smithfield Trust Co 0.01% No change 1,374 $258K
LMG Wealth Partners, LLC 0.05% No change 1,366 $256K
Boothbay Fund Management, LLC 0.01% Reduce -6.7% 1,356 $254K
Moors & Cabot, Inc. 0.01% Add +0.3% 1,354 $254K
Great Lakes Advisors, LLC 0.00% Reduce -23.3% 1,351 $254K
Silver Lake Group, L.L.C. 0.00% No change 1,350 $253K
NorthCoast Asset Management LLC 0.00% Reduce -6.7% 1,347 $253K
Wealthspire Advisors, LLC 0.00% Add +5.2% 1,337 $251K
MASTERINVEST Kapitalanlage GmbH 0.02% New 1,310 $246K
First Foundation Advisors 0.01% Add +0.2% 1,307 $245K
Koshinski Asset Management, Inc. 0.02% New 1,305 $245K
Stock Yards Bank & Trust Co. 0.01% Reduce -18.0% 1,298 $244K
Sittner & Nelson, LLC 0.09% No change 1,294 $243K
Harvest Fund Management Co., Ltd 0.01% Add +1915.6% 1,290 $242K
Caxton Associates LLP 0.01% New 1,287 $242K
Johnson Investment Counsel Inc. 0.00% Reduce -13.0% 1,282 $241K
Ridgewood Investments LLC 0.10% No change 1,280 $240K
Logan Capital Management Inc. 0.01% No change 1,275 $239K
Proficio Capital Partners LLC 0.02% Reduce -61.0% 1,263 $237K
AMG National Trust Bank 0.01% Reduce -22.1% 1,255 $236K
EPG Wealth Management LLC 0.06% No change 1,254 $235K
Socha Financial Group, LLC 0.10% No change 1,250 $235K
Fortis Capital Advisors, LLC 0.04% New 1,247 $234K
MRP Capital Investments, LLC 0.20% Reduce -1.7% 1,450 $233K
Bison Wealth, LLC 0.02% Reduce -0.1% 1,316 $233K
Virtus Advisers, LLC 0.13% New 1,230 $231K
GAMCO Investors 0.00% New 1,230 $231K
Cornerstone Advisory, LLC 0.02% Reduce -27.9% 1,224 $230K
Cladis Investment Advisory, LLC 0.13% New 1,500 $228K
Empower Advisory Group, LLC 0.00% New 1,205 $226K
Quad-Cities Investment Group, LLC 0.10% New 1,204 $226K
CENTRAL TRUST Co 0.00% Add +3.5% 1,203 $226K
Pure Financial Advisors, LLC 0.00% Reduce -6.7% 1,199 $225K
Flputnam Investment Management Co. 0.00% New 1,197 $225K
Hilltop National Bank 0.06% No change 1,193 $224K
First Manhattan Co. Llc. 0.00% New 1,190 $223K
Chancellor Financial Group WB LP 0.16% New 1,185 $222K
Visionary Wealth Advisors 0.01% New 1,185 $222K
Activest Wealth Management 0.04% Add +2.3% 1,179 $221K
Leo Wealth, LLC 0.03% Reduce -16.6% 1,174 $220K
Black Diamond Financial, LLC 0.02% New 1,170 $219K
Cidel Asset Management Inc. 0.01% New 1,169 $219K
Haverford Trust Co 0.00% New 1,159 $218K
Argonautica Private Wealth Management, Inc. 0.06% New 1,158 $217K
GW Henssler & Associates Ltd. 0.01% New 1,157 $217K
WMG Financial Advisors, LLC 0.07% New 1,156 $217K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -23.3% 1,151 $216K
Longboard Asset Management, LP 0.35% New 1,149 $216K
Argyle Capital Partners, LLC 0.15% New 1,147 $215K
Biltmore Wealth Management, LLC 0.08% New 1,139 $214K
NCM Capital Management, LLC 0.08% New 1,127 $212K
Godshalk Welsh Capital Management, Inc. 0.12% Reduce -26.2% 1,125 $211K
Jacobson & Schmitt Advisors, LLC 0.04% New 1,125 $211K
Lake Street Private Wealth, LLC 0.03% New 1,124 $211K
a16z Perennial Management, L.P. 0.02% New 1,123 $211K
Texas Bank & Trust Co 0.08% New 1,122 $211K
New Republic Capital, LLC 0.06% New 1,122 $211K
JB Capital LLC 0.01% New 1,122 $210K
Skyline Advisors, Inc. 0.07% New 1,113 $209K
MIdWestOne Financial Group, Inc. 0.03% New 1,109 $208K
Westwood Holdings Group Inc. 0.00% New 1,092 $205K
Focus Financial Network, Inc. 0.01% New 1,088 $204K
Crestwood Advisors Group, LLC 0.00% New 1,071 $201K
TCI Wealth Advisors, Inc. 0.01% New 1,069 $201K
Carnegie Investment Counsel 0.00% Reduce -31.9% 1,069 $201K
Brass Tax Wealth Management, Inc. 0.03% New 1,068 $200K
Moneta Group Investment Advisors LLC 0.00% New 1,067 $200K
Cromwell Holdings LLC 0.11% No change 1,067 $200K
TFC Financial Management, Inc. 0.03% No change 1,056 $198K
Harbor Investment Advisory, LLC 0.02% Reduce -9.1% 1,049 $197K
Motco 0.02% Reduce -1.3% 1,038 $195K
Vestor Capital, LLC 0.01% Add +209.6% 1,000 $188K
AllSquare Wealth Management LLC 0.10% No change 1,000 $188K
Greykasell Wealth Strategies, Inc. 0.08% No change 971 $182K
Y.D. More Investments Ltd 0.01% Add +8.4% 959 $180K
NFSG Corp 0.03% Add +0.1% 925 $174K
West Family Investments, Inc. 0.04% New 19,162 $168K
Global X Japan Co., Ltd. 0.01% Reduce -14.5% 886 $166K
CYBER HORNET ETFs LLC 0.11% Add +3.5% 881 $165K
Hantz Financial Services, Inc. 0.00% Reduce -2.9% 880 $165K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 869 $163K
Essential Partners LLC 0.05% Add +327.7% 864 $162K
Summit Securities Group LLC 0.05% Add +317.4% 864 $162K
Stelac Advisory Services LLC 0.05% Reduce -6.7% 833 $156K
Thompson Investment Management, Inc. 0.02% Reduce -24.6% 827 $155K
Clearstead Advisors, LLC 0.00% Add +11.9% 825 $155K
Rosenberg Matthew Hamilton 0.03% No change 824 $155K
Silvant Capital Management LLC 0.01% No change 821 $154K
Harbour Investments, Inc. 0.00% Add +6.5% 802 $151K
Versant Capital Management, Inc 0.02% Reduce -18.9% 801 $150K
FNY Investment Advisers, LLC 0.05% New 800 $150K
ORG Partners LLC 0.03% Add +7.0% 798 $150K
Centaurus Financial, Inc. 0.01% Reduce -30.3% 783 $147K
CVA Family Office, LLC 0.02% Add +0.4% 747 $140K
Sentry Investment Management LLC 0.09% Reduce -17.3% 781 $139K
Muzinich & Co., Inc. 0.05% No change 731 $137K
Quent Capital, LLC 0.01% New 731 $137K
Montag A & Associates Inc. 0.01% Add +2.6% 720 $135K
Capital Analysts, LLC 0.00% Reduce -0.3% 717 $134K
CoreCap Advisors, LLC 0.00% Add +3.7% 704 $132K
Ostrum Asset Management 0.01% Reduce -3.2% 661 $124K
Fortitude Family Office, LLC 0.03% No change 647 $121K
Zions Bancorporation, National Association 0.01% Add +22.7% 637 $120K
Concord Wealth Partners 0.02% No change 632 $119K
Saranac Partners Ltd 0.02% New 575 $108K
Caldwell Sutter Capital, Inc. 0.05% Reduce -2.5% 573 $108K
PFS Partners, LLC 0.05% Add +0.2% 569 $107K
Farmers & Merchants Investments Inc. 0.00% Reduce -4.4% 543 $102K
Westend Capital Management, LLC 0.03% No change 541 $102K
Halbert Hargrove Global Advisors, LLC 0.01% New 541 $102K
Central Pacific Bank - Trust Division 0.01% No change 538 $101K
Geneos Wealth Management Inc. 0.00% Reduce -62.7% 537 $101K
Advanced Portfolio Management, LLC 0.26% New 532 $100K
First Horizon Corp. 0.00% — 530 $99K
Missouri Trust & Investment Co 0.03% No change 526 $99K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +6.5% 524 $98K
NBT Bank, N.A. 0.01% No change 500 $94K
Cary Street Partners Investment Advisory LLC 0.04% Add +3.7% 482 $90K
Mowery & Schoenfeld Wealth Management, LLC 0.15% No change 469 $88K
GHP Investment Advisors, Inc. 0.00% Add +0.9% 446 $84K
JTC Employer Solutions Trustee Ltd 0.01% No change 412 $77K
First Financial Corp. 0.03% No change 400 $75K
Generali Asset Management SPA SGR 0.00% No change 392 $74K
Indiana Trust & Investment Management Co 0.02% No change 390 $73K
Grove Bank & Trust 0.01% Reduce -5.6% 385 $72K
TCTC Holdings, LLC 0.00% No change 385 $72K
Ameritas Advisory Services, LLC 0.00% Reduce -56.2% 385 $72K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 375 $70K
Hoey Investments, Inc. 0.01% No change 375 $70K
Salem Investment Counselors Inc. 0.00% Add +93.3% 373 $70K
Creative Financial Designs Inc. 0.00% Reduce -81.8% 361 $68K
Glass Jacobson Investment Advisors llc 0.02% No change 355 $67K
Key Financial Inc 0.01% Add +40.0% 357 $66K
Capital Advisors, Ltd. LLC 0.01% No change 343 $64K
State of Wyoming 0.01% Add +3.7% 340 $64K
Delta Asset Management LLC 0.01% No change 340 $64K
Anchor Investment Management, LLC 0.01% No change 334 $63K
Root Financial Partners, LLC 0.00% New 334 $63K
United Community Bank 0.02% Reduce -46.6% 332 $62K
Centerpoint Advisors, LLC 0.02% No change 327 $61K
Aventura Private Wealth, LLC 0.02% Add +24.8% 322 $60K
New Millennium Group LLC 0.03% New 321 $60K
Evolution Wealth Management Inc. 0.06% No change 317 $59K
Financial Freedom, LLC 0.03% Reduce -0.3% 316 $59K
Colonial Trust Co / SC 0.01% Add +25.7% 318 $59K
First Pacific Financial 0.01% Add +1.3% 316 $59K
IAG Wealth Partners, LLC 0.01% No change 315 $59K
Edmond DE Rothschild Holding S.A. 0.00% No change 310 $58K
Kozak & Associates, Inc. 0.01% Add +1.0% 317 $57K
Towne Trust Company, N.A 0.02% No change 300 $56K
Rossby Financial, LCC 0.02% Add +9.2% 297 $55K
Rise Advisors, LLC 0.02% Add +3.7% 280 $53K
Trust Co 0.01% Add +2.3% 269 $50K
Steigerwald, Gordon & Koch Inc. 0.00% New 266 $50K
Richardson Financial Services Inc. 0.03% Add +50.6% 262 $49K
Eastern Bank 0.00% No change 250 $47K
MV Capital Management, Inc. 0.00% Add +1.6% 248 $47K
Arlington Trust Co LLC 0.01% No change 233 $44K
AdvisorNet Financial, Inc 0.00% Add +22.9% 231 $43K
DT Investment Partners, LLC 0.00% No change 228 $43K
BOK Financial Private Wealth, Inc. 0.00% No change 227 $43K
Bell Investment Advisors, Inc 0.01% No change 217 $41K
City Holding Co. 0.01% New 214 $40K
Atlantic Union Bankshares Corp 0.00% Add +143.0% 209 $39K
Covestor Ltd 0.02% Reduce -8.0% 207 $39K
Valley National Advisers Inc. 0.01% Add +1.5% 208 $39K
Salomon & Ludwin, LLC 0.00% New 210 $39K
Bruce G. Allen Investments, LLC 0.03% No change 193 $36K
Flagship Wealth Advisors, LLC 0.01% No change 184 $35K
New England Capital Financial Advisors LLC 0.01% Add +1.1% 180 $34K
GW&K Investment Management, LLC 0.00% Add +3.0% 174 $33K
Clearstead Trust, LLC 0.01% Reduce -36.1% 170 $32K
Hopwood Financial Services, Inc. 0.02% No change 160 $30K
Atwood & Palmer Inc. 0.00% No change 155 $29K
Boyd Watterson Asset Management LLC 0.01% No change 153 $29K
Golden State Wealth Management, LLC 0.00% Reduce -41.8% 153 $29K
Trust Co. of Toledo NA 0.00% No change 153 $29K
Quarry LP 0.01% Reduce -82.3% 147 $28K
Cullen/Frost Bankers, Inc. 0.00% Add +0.7% 140 $26K
Stance Capital LLC 0.01% New 137 $26K
Bartlett & Co. Wealth Management LLC 0.00% Add +23.4% 132 $25K
WPG Advisers, LLC 0.02% No change 129 $24K
Park Place Capital Corp 0.01% No change 129 $24K
Ancora Advisors LLC 0.00% No change 128 $24K
True Wealth Design, LLC 0.01% Add +342.9% 124 $23K
Duncker Streett & Co. Inc. 0.00% Add +12.8% 123 $23K
Abound Wealth Management 0.01% Add +0.8% 122 $23K
Hughes Financial Services, LLC 0.00% No change 120 $22K
Raffa Wealth Management, LLC 0.00% Add +19.8% 115 $22K
Dogwood Wealth Management LLC 0.01% Add +115.1% 114 $21K
Physician Wealth Advisors, Inc. 0.00% Add +1500.0% 112 $21K
Cape Investment Advisory, Inc. 0.02% Reduce -11.3% 110 $21K
Fairscale Capital, LLC 0.01% No change 110 $21K
Pathway Financial Advisers, LLC 0.01% New 110 $21K
Leonteq Securities AG 0.00% Reduce -70.5% 109 $20K
Sagard Holdings Management Inc. 0.10% No change 105 $20K
Westside Investment Management, Inc. 0.00% Add +100.0% 102 $19K
WFA of San Diego, LLC 0.01% Reduce -15.3% 100 $19K
First United Bank & Trust 0.01% No change 100 $19K
Webster Bank, N. A. 0.00% Reduce -50.0% 100 $19K
Pacific Center for Financial Services 0.00% No change 99 $19K
Financial Management Professionals, Inc. 0.00% No change 97 $18K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $18K
Hemington Wealth Management 0.00% Add +15.5% 97 $18K
JPL Wealth Management, LLC 0.00% New 89 $17K
Park Square Financial Group, LLC 0.06% Reduce -51.2% 80 $15K
Imprint Wealth LLC 0.05% — 80 $15K
Pinnacle Bancorp, Inc. 0.00% No change 80 $15K
Glen Eagle Advisors, LLC 0.00% No change 80 $15K
Barnes Dennig Private Wealth Management LLC 0.02% Reduce -14.3% 78 $15K
Wolff Wiese Magana LLC 0.01% No change 76 $14K
Center for Financial Planning, Inc. 0.00% No change 76 $14K
Private Wealth Management Group, LLC 0.00% No change 75 $14K
Avion Wealth 0.00% Add +13.4% 76 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.3% 74 $14K
High Note Wealth, LLC 0.00% Add +49.0% 73 $14K
Asset Dedication, LLC 0.00% No change 73 $14K
Murphy & Mullick Capital Management Corp 0.01% No change 77 $13K
Howard Hughes Medical Institute 0.01% Add +6.1% 70 $13K
Hollencrest Capital Management 0.00% Reduce -5.4% 70 $13K
West Branch Capital LLC 0.00% No change 69 $13K
Financial Network Wealth Advisors LLC 0.01% No change 69 $13K
Westfuller Advisors, LLC 0.01% New 68 $13K
American Wealth Advisors, LLC 0.01% — 68 $13K
Financial Life Planners 0.01% New 60 $11K
Strategic Wealth Partners, Ltd. 0.00% Add +190.0% 58 $11K
Redmont Wealth Advisors LLC 0.01% No change 56 $11K
LOM Asset Management Ltd 0.00% Reduce -45.0% 55 $10K
Anfield Capital Management, LLC 0.00% No change 53 $10K
Kelleher Financial Advisors 0.00% New 52 $10K
Oakworth Capital, Inc. 0.00% No change 52 $10K
SouthState Bank Corp 0.00% Reduce -36.6% 52 $10K
Financial Perspectives, Inc 0.00% No change 52 $10K
Dynamic Wealth Strategies, LLC 0.01% Add +45.7% 51 $10K
Godsey & Gibb, Inc. 0.00% No change 50 $9K
Bangor Savings Bank 0.00% No change 50 $9K
Colonial Trust Advisors 0.00% No change 50 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 48 $9K
Orion Capital Management LLC 0.00% Add +51.6% 47 $9K
Gold Investment Management Ltd. 0.00% No change 45 $8K
JFS Wealth Advisors, LLC 0.00% No change 44 $8K
Aspect Partners, LLC 0.00% Add +13.2% 43 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +485.7% 41 $8K
N.E.W. Advisory Services LLC 0.00% No change 40 $8K
Adirondack Trust Co. 0.00% No change 40 $8K
IMG Wealth Management, Inc. 0.00% No change 38 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 38 $7K
T. Rowe Price Investment Management, Inc. 0.00% New 37 $7K
Sachetta, LLC 0.00% No change 37 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 37 $7K
Kilter Group LLC 0.00% Add +41.7% 34 $6K
Creative Capital Management Investments LLC 0.00% No change 33 $6K
Transamerica Financial Advisors, LLC 0.00% Add +1500.0% 32 $6K
Mark Sheptoff Financial Planning, LLC 0.00% Reduce -27.9% 31 $6K
Marquette Asset Management, LLC 0.00% New 31 $6K
Nova Wealth Management, Inc. 0.00% Reduce -13.9% 31 $6K
Smallwood Wealth Investment Management, LLC 0.00% No change 30 $6K
Country Trust Bank 0.00% Add +45.0% 29 $5K
Dunhill Financial, LLC 0.00% No change 28 $5K
Addison Advisors LLC 0.00% No change 28 $5K
Financial Consulate, Inc. 0.00% New 27 $5K
S&T Bank 0.00% No change 27 $5K
Strategic Investment Solutions, Inc. 0.00% No change 27 $5K
Ogorek Anthony Joseph /NY/ 0.00% Add +7.1% 30 $5K
CBIZ Investment Advisory Services, LLC 0.00% Add +13.0% 26 $5K
Binnacle Investments Inc 0.00% No change 25 $5K
Independence Bank of Kentucky 0.00% No change 25 $5K
American National Bank & Trust 0.00% No change 25 $5K
Principia Wealth Advisory, LLC 0.00% Add +9.1% 24 $5K
Red Tortoise LLC 0.00% No change 23 $4K
HM Payson & Co. 0.00% No change 22 $4K
Archer Investment Corp 0.00% Reduce -98.6% 22 $4K
Davis Capital Management 0.00% — 19 $4K
Tortoise Investment Management, LLC 0.00% Add +46.1% 19 $4K
ESL Trust Services, LLC 0.00% New 18 $3K
Private Wealth Asset Management, LLC 0.00% Add +800.0% 18 $3K
McIlrath & Eck, LLC 0.00% No change 18 $3K
Manning & Napier Advisors LLC 0.00% New 18 $3K
MCF Advisors LLC 0.00% New 17 $3K
Costello Asset Management, INC 0.00% Reduce -82.3% 17 $3K
Darwin Wealth Management, LLC 0.00% No change 17 $3K
Bare Financial Services, Inc 0.00% No change 17 $3K
Medallion Wealth Advisors, LLC 0.00% Add +6.3% 17 $3K
Retirement Wealth Solutions LLC 0.00% Add +0.0% 16 $3K
Rialto Wealth Management, LLC 0.00% Add +87.5% 15 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 15 $3K
Guerra Advisors Inc 0.00% New 15 $3K
Caldwell Trust Co 0.00% No change 15 $3K
Clark Wealth Partners 0.00% No change 15 $3K
Evergreen Private Wealth LLC 0.00% No change 14 $3K
Core Alternative Capital 0.00% No change 14 $3K
Wealth Watch Advisors, INC 0.00% New 13 $2K
Horizon Financial Services, LLC 0.00% New 12 $2K
Texas Capital Bancshares Inc 0.00% New 12 $2K
Alerus Financial NA 0.00% No change 12 $2K
Cloud Capital Management, LLC 0.00% New 13 $2K
Nvwm, LLC 0.00% No change 10 $2K
Princeton Global Asset Management LLC 0.00% No change 10 $2K
Winnacle Wealth LLC 0.00% New 9 $2K
Quaker Wealth Management, LLC 0.00% No change 9 $2K
Sellwood Investment Partners LLC 0.00% New 7 $1K
Palisade Asset Management, LLC 0.00% New 7 $1K
Avalon Trust Co 0.00% New 7 $1K
First Command Advisory Services, Inc. 0.00% No change 7 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -99.3% 6 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 6 $1K
Ameriflex Group, Inc. 0.00% New 6 $1K
Cornerstone Planning Group LLC 0.00% Reduce -32.7% 35 $954
American Capital Advisory, LLC 0.00% No change 5 $939
Copia Wealth Management 0.00% No change 5 $938
IMA Advisory Services, Inc. 0.00% No change 5 $938
Strengthening Families & Communities, LLC 0.00% New 4 $769
Breakwater Investment Management 0.00% New 3 $564
Turning Point Benefit Group, Inc. 0.00% New 3 $557
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $375
ROSS\JOHNSON & Associates LLC 0.00% No change 1 $188
Redwood Park Advisors LLC 0.00% No change 1 $188

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