Simon Property GroupSPG

13F holders, Q4 2025 (December 31)
1,290holders +69
98new positions
74sold out
12famous investors
$185.03avg. 13F price*

At the end of Q4 2025, 1,290 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 69 from Q3 2025. 98 opened new positions and 74 sold out. The largest holders were Vanguard Group Inc. ($8.7B), BlackRock, Inc. ($6.9B) and State Street Corp. ($4.0B). 12 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions98$191.1M
Exits74$322.5M

All 13F filers, Q3 2025 → Q4 2025: 9,692,782 shares bought and 13,865,011 shares sold, net −4,172,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,290 holders

Vanguard Group Inc. 0.13% Add +0.6% 46,969,966 $8.7B
BlackRock, Inc. 0.12% Reduce -0.8% 37,257,390 $6.9B
State Street Corp. 0.13% Reduce -1.3% 21,485,654 $4.0B
Geode Capital Management, LLC 0.12% Add +3.6% 10,572,677 $2.0B
Capital World Investors 0.22% Add +2.7% 8,610,404 $1.6B
Bank of America Corp. 0.11% Add +6.0% 8,011,614 $1.5B
Wellington Management Group LLP 0.26% Add +7.7% 7,939,861 $1.5B
Cohen & Steers, Inc. 2.13% Reduce -25.5% 6,366,263 $1.2B
JPMorgan Chase & Co. 0.08% Reduce -5.1% 6,316,393 $1.2B
Norges Bank 0.12% — 6,007,839 $1.1B
Morgan Stanley 0.06% Add +1.4% 5,423,378 $1.0B
Northern Trust Corp. 0.12% Reduce -5.3% 5,061,639 $937.0M
Dimensional Fund Advisors LP 0.17% Reduce -0.3% 4,500,957 $833.2M
Charles Schwab Investment Management Inc. 0.12% Add +4.5% 4,243,351 $785.5M
Legal & General Group Plc 0.16% Add +3.3% 3,783,976 $700.5M
Nuveen, LLC 0.18% Reduce -15.8% 3,701,151 $685.1M
T. Rowe Price Associates Inc. 0.07% Reduce -5.8% 3,586,041 $663.8M
Invesco Ltd. 0.06% Add +0.7% 3,315,969 $613.8M
Principal Financial Group Inc. 0.27% Add +0.8% 2,858,805 $529.2M
Deutsche Bank AG 0.16% Reduce -12.8% 2,620,162 $485.0M
Goldman Sachs Group Inc. 0.06% Reduce -7.2% 2,436,116 $450.9M
Boston Partners 0.46% Reduce -1.8% 2,403,041 $444.8M
FMR LLC 0.02% Reduce -33.1% 2,215,683 $410.1M
Bank of New York Mellon Corp 0.07% Reduce -4.4% 2,118,550 $392.2M
Resolution Capital Ltd 8.29% Add +36.7% 2,026,432 $375.1M
Smead Capital Management, Inc. 6.89% Reduce -6.5% 1,791,330 $331.6M
Ameriprise Financial Inc. 0.07% Add +20.5% 1,729,438 $318.9M
Royal Bank of Canada 0.05% Add +0.4% 1,685,591 $312.0M
Amundi 0.09% Add +13.8% 1,672,840 $309.7M
Daiwa Securities Group Inc. 0.98% Reduce -12.6% 1,626,959 $301.2M
Centersquare Investment Management LLC 2.80% Add +0.5% 1,531,581 $283.5M
Sumitomo Mitsui Trust Group, Inc. 0.16% Reduce -0.8% 1,517,119 $280.8M
Prudential Financial Inc. 0.31% Reduce -3.5% 1,401,360 $259.4M
UBS Group AG 0.05% Reduce -40.9% 1,389,472 $257.2M
CBRE Investment Management Listed Real Assets LLC 3.52% Reduce -5.6% 1,290,039 $238.8M
National Pension Service 0.18% Add +18.7% 1,281,866 $237.3M
HSBC Holdings PLC 0.13% Add +2.3% 1,244,627 $230.5M
HighTower Advisors, LLC 0.23% Add +2.5% 1,151,696 $213.2M
Citadel Advisors 0.15% Add +278.1% 1,150,935 $213.0M
Barclays PLC 0.08% Reduce -7.4% 1,022,140 $189.2M
Canada Pension Plan Investment Board 0.13% Add +82.4% 1,017,458 $188.3M
Massachusetts Financial Services Co. 0.06% Reduce -19.2% 994,380 $184.1M
Russell Investments Group, Ltd. 0.20% Reduce -19.3% 984,398 $182.3M
Panagora Asset Management Inc. 0.63% Add +11.2% 954,883 $176.8M
CANADA LIFE ASSURANCE Co 0.30% Reduce -8.2% 945,758 $175.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +4.5% 937,887 $172.5M
Schroder Investment Management Group 0.13% Reduce -4.8% 926,735 $171.5M
Hamlin Capital Management, LLC 4.02% Reduce -6.7% 905,071 $167.5M
KBC Group NV 0.38% Reduce -3.4% 902,219 $167.0M
Swiss National Bank 0.10% Reduce -4.9% 894,727 $165.6M
Duff & Phelps Investment Management Co. 1.84% Add +7.3% 877,686 $162.5M
PGGM Investments 2.30% No change 784,908 $145.3M
Alliancebernstein L.P. 0.04% Reduce -1.6% 767,847 $142.1M
Bank of Montreal 0.06% Reduce -13.3% 725,360 $134.3M
Sei Investments Co. 0.13% Reduce -10.2% 715,346 $132.4M
Worldquant Millennium Advisors LLC 0.51% Reduce -3.0% 712,778 $131.9M
Allianz Asset Management GmbH 0.15% Reduce -14.6% 705,046 $130.5M
Wells Fargo & Company 0.03% Reduce -7.7% 700,907 $129.7M
Aberdeen Group plc 0.19% Reduce -1.4% 669,834 $124.0M
APG Asset Management US Inc. 0.95% Add +21.3% 655,596 $121.4M
Caisse de depot et placement du Quebec 0.21% Add +11.2% 653,563 $121.0M
Rhumbline Advisers 0.10% Reduce -3.1% 649,527 $120.2M
AQR Capital Management 0.06% Reduce -5.5% 642,872 $119.0M
Asset Management One Co., Ltd. 0.32% Reduce -1.7% 609,861 $114.4M
Bessemer Group Inc. 0.17% Reduce -37.4% 612,798 $113.4M
Nomura Asset Management International Inc. 0.17% — 610,071 $112.9M
Citigroup Inc. 0.08% Add +44.6% 604,989 $112.0M
Nomura Asset Management Co. Ltd. 0.28% Add +3.5% 604,773 $111.9M
Public Employees Retirement System of Ohio 0.35% Reduce -2.7% 599,350 $110.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Add +288.1% 586,474 $108.6M
California Public Employees Retirement System 0.06% Reduce -0.1% 579,103 $107.2M
Victory Capital Management Inc. 0.06% Reduce -2.4% 573,008 $106.1M
Raymond James Financial Inc. 0.03% Add +2.1% 572,322 $105.9M
Lasalle Investment Management Securities LLC 3.95% Add +5.3% 533,003 $98.7M
California State Teachers Retirement System 0.10% Reduce -2.5% 528,974 $97.9M
American Century Companies Inc. 0.05% Add +15.1% 521,673 $96.6M
BNP Paribas Financial Markets 0.06% Reduce -13.4% 520,329 $96.3M
Adelante Capital Management LLC 6.03% Add +7.5% 483,043 $89.4M
Aew Capital Management L P 5.88% Reduce -17.2% 438,967 $81.3M
Bbfit Investments Pte Ltd. 7.98% — 432,500 $80.1M
Franklin Resources Inc. 0.02% Reduce -10.0% 427,065 $79.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.47% Reduce -2.3% 424,830 $78.6M
Toronto Dominion Bank 0.14% Add +112.0% 416,872 $77.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Add +0.9% 415,608 $77.0M
Capital Advisors Inc. 1.21% Add +1.7% 406,599 $75.3M
Robeco Institutional Asset Management B.V. 0.11% Reduce -10.9% 400,879 $74.2M
Neuberger Berman Group LLC 0.05% Add +14.4% 379,311 $70.2M
STRS Ohio 0.26% Reduce -0.1% 377,915 $70.0M
Heitman Real Estate Securities LLC 4.72% Add +17.6% 362,194 $67.0M
Stifel Financial Corp. 0.06% Reduce -0.6% 359,190 $66.5M
Ensign Peak Advisors, Inc 0.11% No change 342,012 $63.3M
Millennium Management 0.05% Add +14.1% 338,147 $62.6M
Credit Agricole S A 0.17% Add +281.5% 335,343 $62.1M
Macquarie Group Ltd. 0.27% Reduce -61.4% 329,579 $61.0M
Treasurer of the State of North Carolina 0.19% Reduce -3.0% 327,372 $60.6M
LPL Financial LLC 0.02% Reduce -2.9% 325,467 $60.2M
Mitsubishi UFJ Trust & Banking Corp 0.14% Reduce -4.2% 312,027 $57.8M
Storebrand Asset Management As 0.15% Add +0.8% 309,345 $57.3M
Marshall Wace, LLP 0.05% New 302,109 $55.9M
PNC Financial Services Group, Inc. 0.03% Reduce -21.4% 301,599 $55.8M
Susquehanna Portfolio Strategies, LLC 0.85% No change 296,689 $54.9M
New York State Teachers Retirement System 0.10% Reduce -1.6% 289,982 $53.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -1.3% 287,428 $53.2M
State Board of Administration of Florida Retirement System 0.09% Reduce -3.0% 285,204 $52.8M
State of Tennessee, Department of Treasury 0.17% Add +11.3% 272,221 $52.1M
FIL Ltd 0.04% Reduce -20.6% 276,194 $51.1M
Envestnet Asset Management Inc. 0.02% Reduce -13.0% 274,327 $50.8M
Aviva PLC 0.08% Add +5.8% 260,623 $48.2M
State of New Jersey Common Pension Fund D 0.17% Reduce -2.8% 256,487 $47.5M
Baron Capital (BAMCO) 0.13% Add +5.4% 252,790 $46.8M
Retirement Systems of Alabama 0.15% Add +3.1% 251,892 $46.6M
Clark Capital Management Group, Inc. 0.28% Add +0.9% 249,258 $46.1M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.7% 243,026 $45.0M
Analyst IMS Investment Management Services Ltd. 1.31% Reduce -0.0% 242,817 $44.9M
Korea Investment CORP 0.09% Add +46.8% 241,111 $44.6M
Natixis Advisors, LLC 0.06% Add +7.1% 237,791 $44.0M
Uniplan Investment Counsel, Inc. 4.39% Reduce -1.3% 228,437 $42.3M
DekaBank Deutsche Girozentrale 0.07% No change 253,389 $40.0M
Man Group plc 0.08% Add +566.2% 215,767 $39.9M
Royal London Asset Management Ltd. 0.08% Add +1.8% 212,860 $39.4M
New York State Common Retirement Fund 0.05% Add +0.7% 206,163 $38.2M
CORDA Investment Management, LLC. 2.77% Reduce -1.6% 205,454 $38.0M
Douglas Lane & Associates, LLC 0.51% Reduce -3.2% 199,416 $36.9M
SG Americas Securities, LLC 0.05% Add +726.6% 198,027 $36.7M
Voya Investment Management LLC 0.04% Reduce -0.0% 197,962 $36.6M
Danske Bank A/S 0.08% Add +11.1% 193,946 $35.9M
Mercer Global Advisors Inc. 0.05% Add +2.4% 193,323 $35.8M
State of Alaska, Department of Revenue 0.38% Reduce -0.7% 192,374 $35.6M
Resona Asset Management Co.,Ltd. 0.17% Reduce -3.6% 190,256 $35.6M
KLP Kapitalforvaltning As 0.14% Add +1.2% 188,842 $35.0M
Van Eck Associates Corp. 0.03% Add +0.9% 183,404 $34.0M
Fort Washington Investment Advisors Inc. 0.18% Add +5.0% 183,094 $33.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Reduce -1.5% 181,904 $33.7M
Cibc World Market Inc. 0.06% Add +45.6% 181,693 $33.6M
Swedbank AB 0.03% Add +30.7% 180,890 $33.5M
Voloridge Investment Management, LLC 0.12% Reduce -43.1% 180,218 $33.4M
Minneapolis Portfolio Management Group, LLC 3.77% Add +1.1% 178,613 $33.1M
Hazelview Securities Inc. 6.10% Add +8.1% 172,134 $31.7M
State of Wisconsin Investment Board 0.07% Reduce -1.5% 169,091 $31.3M
Apollo Management Holdings, L.P. 0.37% New 169,000 $31.3M
Land & Buildings Investment Management, LLC 5.15% Reduce -18.8% 167,517 $31.0M
Quantinno Capital Management LP 0.06% Add +28.6% 165,962 $30.7M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.7% 165,715 $30.7M
First Trust Advisors LP 0.02% Add +17.6% 163,400 $30.2M
APG Asset Management N.V. 0.08% Reduce -6.6% 189,134 $29.8M
Nisa Investment Advisors, LLC 0.10% Reduce -5.7% 160,377 $29.7M
Pictet Asset Management Holding SA 0.03% Add +3.1% 155,923 $28.9M
Skandinaviska Enskilda Banken AB (publ) 0.11% Add +2.2% 154,005 $28.5M
TD Asset Management Inc 0.02% Reduce -9.4% 153,700 $28.5M
Handelsbanken Fonder AB 0.09% Add +2.5% 152,698 $28.3M
PFA Pension, Forsikringsaktieselskab 0.08% — 150,686 $28.2M
Focus Partners Wealth 0.03% Reduce -4.8% 151,573 $28.1M
National Bank of Canada 0.03% Reduce -28.5% 151,107 $28.0M
Teacher Retirement System of Texas 0.10% Add +195.3% 148,732 $27.5M
Lazard Asset Management LLC 0.05% Reduce -13.4% 148,532 $27.5M
CSM Advisors, LLC 0.75% Add +45.7% 147,723 $27.3M
Brookfield Corp 0.03% Add +53.5% 144,890 $26.8M
Acadian Asset Management LLC 0.04% Reduce -17.3% 135,902 $25.2M
Rockefeller Capital Management L.P. 0.04% Add +7.5% 131,110 $24.3M
Arbejdsmarkedets Tillaegspension 0.61% — 128,467 $23.8M
Meeder Asset Management Inc. 1.27% Add +8.5% 127,648 $23.6M
Sound Income Strategies, LLC 1.12% Add +5.6% 127,503 $23.6M
Factory Mutual Insurance Co. 0.24% Reduce -20.7% 127,292 $23.6M
Creative Planning 0.02% Add +2.7% 126,570 $23.4M
Janney Montgomery Scott LLC 0.05% Reduce -1.5% 126,522 $23.4M
Alyeska Investment Group, L.P. 0.07% Add +26.2% 126,256 $23.4M
Adage Capital Partners Gp, L.L.C. 0.04% Add +167.1% 125,163 $23.2M
Pacific Heights Asset Management LLC 0.87% No change 125,000 $23.1M
Cibc World Markets Corp. 0.12% — 124,987 $23.1M
Van Lanschot Kempen Investment Management N.V. 0.20% Reduce -17.1% 124,917 $23.1M
Vert Asset Management LLC 7.44% Reduce -6.3% 120,759 $22.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +0.4% 120,242 $22.3M
QRG Capital Management, Inc. 0.25% Add +4.9% 119,963 $22.2M
Kepler Cheuvreux (Suisse) SA 1.24% Add +346.7% 118,541 $21.9M
IFM Investors Pty Ltd 0.18% Add +2.1% 117,514 $21.8M
Sapient Capital LLC 0.29% Reduce -46.2% 110,046 $20.6M
Bokf, NA 0.30% Reduce -7.8% 105,972 $19.6M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Add +0.6% 104,060 $19.3M
LBP Am SA 0.22% Add +2.5% 101,439 $18.8M
State of Michigan Retirement System 0.09% Reduce -4.6% 100,449 $18.6M
Prana Capital Management, LP 0.66% Reduce -24.0% 98,848 $18.3M
Thrivent Financial for Lutherans 0.03% Add +3.6% 97,413 $18.0M
UniSuper Management Pty Ltd 0.11% Reduce -21.7% 94,831 $17.6M
Allspring Global Investments Holdings, LLC 0.03% Reduce -25.9% 94,578 $17.4M
Arizona State Retirement System 0.09% Reduce -3.5% 92,007 $17.0M
NEOS Investment Management LLC 0.10% Add +28.1% 91,989 $17.0M
Nissay Asset Management Corp. /Japan 0.09% Add +2.2% 91,580 $17.0M
MetLife Investment Management, LLC 0.08% Reduce -2.9% 90,767 $16.8M
Metis Global Partners, LLC 0.40% Add +4.6% 90,645 $16.8M
MML Investors Services, LLC 0.04% Add +15.3% 90,623 $16.8M
ExodusPoint Capital Management, LP 0.19% New 90,160 $16.7M
Banco Santander, S.A. 0.12% Reduce -37.8% 87,712 $16.2M
Czech National Bank 0.10% Add +3.8% 86,084 $15.9M
Glenmede Trust Co. NA 0.07% — 85,241 $15.8M
Corient Private Wealth LP 0.02% Add +9.8% 84,725 $15.7M
Public Sector Pension Investment Board 0.05% Reduce -51.2% 83,105 $15.4M
Varma Mutual Pension Insurance Co 0.09% Add +0.6% 82,849 $15.3M
Xponance LLC 0.11% Reduce -12.8% 81,610 $15.1M
Whittier Trust Co. 0.16% Reduce -0.1% 80,852 $15.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +18.7% 79,189 $14.7M
Jones Financial Companies LLLP 0.01% Add +3.4% 78,905 $14.6M
Wealthfront Advisers LLC 0.03% Add +7.0% 78,135 $14.5M
CIBC Asset Management Inc 0.03% Add +79.2% 77,464 $14.3M
Mariner, LLC 0.02% Add +9.4% 77,286 $14.3M
Payden & Rygel 0.99% Reduce -3.5% 77,050 $14.3M
Capital International, Inc. 0.11% Add +2.2% 75,730 $14.0M
Independent Advisor Alliance 0.34% Add +4.6% 75,642 $14.0M
Point72 Asset Management 0.02% New 74,565 $13.8M
Exchange Traded Concepts, LLC 0.11% Reduce -9.6% 74,418 $13.8M
Cetera Investment Advisers 0.01% Reduce -0.7% 73,900 $13.7M
Capital Fund Management S.A. 0.13% New 73,171 $13.5M
O'shaughnessy Asset Management, LLC 0.07% Add +7.4% 72,856 $13.5M
LGT Group Foundation 0.15% Add +0.2% 71,629 $13.4M
Janney Capital Management LLC 0.82% Reduce -1.7% 70,509 $13.1M
Biondo Investment Advisors, LLC 1.58% Reduce -0.5% 70,430 $13.0M
Forsta Ap-Fonden 0.08% Reduce -4.9% 70,300 $13.0M
Edgemoor Investment Advisors, Inc. 1.00% Reduce -0.4% 69,541 $12.9M
New Age Alpha Advisors, LLC 0.56% Reduce -25.4% 69,460 $12.9M
B&I Capital AG 4.57% Add +28.4% 69,385 $12.8M
Huntington National Bank 0.10% Add +1.0% 69,331 $12.8M
Greystone Financial Group, LLC 2.00% Reduce -2.2% 69,270 $12.8M
ProShare Advisors LLC 0.02% Add +5.8% 68,808 $12.7M
Bayhunt Capital LLC 7.02% — 68,682 $12.7M
DNB Asset Management AS 0.04% Add +4.1% 67,364 $12.5M
Dark Forest Capital Management LP 0.57% Reduce -40.0% 67,279 $12.5M
Bank of Nova Scotia 0.02% Add +38.3% 66,554 $12.3M
Davis Selected Advisers 0.06% Reduce -13.8% 66,183 $12.3M
Federated Hermes, Inc. 0.02% Reduce -30.4% 64,320 $11.9M
Amalgamated Bank 0.08% Reduce -4.2% 63,253 $11.7M
US Bancorp \de 0.01% Add +1.1% 62,076 $11.5M
Cerity Partners LLC 0.02% Add +9.1% 61,969 $11.5M
USS Investment Management Ltd 0.06% No change 61,724 $11.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.32% Reduce -10.3% 61,670 $11.4M
Nixon Capital, LLC 2.95% Add +0.8% 60,371 $11.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +524.6% 59,453 $11.0M
M&T Bank Corp 0.04% Add +137.3% 59,493 $11.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% New 59,467 $11.0M
Commonwealth Equity Services, LLC 0.01% Reduce -1.9% 59,391 $11.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +23.5% 57,938 $10.7M
Natixis 0.04% Reduce -55.5% 56,064 $10.4M
Advisors Capital Management, LLC 0.12% Add +1.2% 55,798 $10.3M
Woodline Partners LP 0.04% Reduce -60.4% 55,700 $10.3M
Federation des caisses Desjardins du Quebec 0.04% Add +25.3% 54,743 $10.1M
Ethic Inc. 0.16% Reduce -1.2% 54,488 $10.1M
Susquehanna International Group, LLP 0.01% Reduce -5.5% 54,096 $10.0M
Utah Retirement Systems 0.09% No change 53,540 $9.9M
Janus Henderson Group PLC 0.00% Add +1.2% 53,346 $9.9M
Knights of Columbus Asset Advisors LLC 0.55% Add +0.4% 52,277 $9.7M
Riverview Capital Advisers, LLC 2.91% Reduce -1.3% 51,999 $9.6M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -10.4% 51,905 $9.6M
Vanguard Personalized Indexing Management, LLC 0.09% Add +4.6% 51,014 $9.4M
Allianz SE 0.12% No change 50,278 $9.3M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -4.8% 49,727 $9.2M
Nicholas Investment Partners, LP 0.76% No change 49,290 $9.1M
Sterling Capital Management LLC 0.15% Add +37.2% 48,503 $9.0M
Gotham Asset Management 0.03% Add +304.0% 48,404 $9.0M
Osaic Holdings, Inc. 0.01% Reduce -35.6% 48,253 $8.9M
Staley Capital Advisers Inc. 0.37% Reduce -6.7% 48,050 $8.9M
&partners 0.05% Reduce -18.5% 47,132 $8.7M
Loomis Sayles & Co. L P 0.01% Add +11.1% 46,827 $8.7M
Vestcor Inc 0.25% Reduce -5.4% 46,755 $8.7M
Yousif Capital Management, LLC 0.09% Reduce -6.1% 46,365 $8.5M
Edgar Lomax Co. 0.65% Reduce -2.2% 46,045 $8.5M
Bogart Wealth, LLC 0.34% Reduce -1.6% 45,582 $8.4M
Kestra Advisory Services, LLC 0.03% Reduce -0.5% 44,891 $8.3M
New York Life Investment Management LLC 0.07% Add +0.9% 44,798 $8.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% — 44,782 $8.3M
Pathstone Holdings, LLC 0.03% Reduce -0.3% 44,626 $8.3M
Waters Parkerson & Co., LLC 0.40% Reduce -1.8% 44,160 $8.2M
Edgestream Partners, L.P. 0.23% Reduce -39.4% 43,663 $8.1M
GSI Capital Advisors LLC 4.51% Add +1.5% 43,546 $8.1M
Rakuten Investment Management, Inc. 0.03% Add +795.5% 42,947 $8.1M
D. E. Shaw & Co. 0.01% Reduce -20.7% 43,122 $8.0M
ASR Vermogensbeheer N.V. 0.09% Reduce -0.9% 42,487 $7.9M
Groupe la Francaise 0.11% Reduce -0.6% 42,351 $7.8M
Kingsview Wealth Management, LLC 0.11% Add +1.8% 42,302 $7.8M
Allstate Corp. 0.11% Add +113.3% 42,101 $7.8M
Summit Trail Advisors, LLC 0.13% Reduce -3.0% 41,974 $7.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.2% 41,420 $7.7M
Truist Financial Corp. 0.01% Add +1.4% 40,909 $7.6M
Hudson Edge Investment Partners Inc. 1.12% Add +2.4% 40,756 $7.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +6.5% 39,947 $7.4M
Winslow Asset Management Inc. 1.36% Reduce -0.2% 39,917 $7.4M
Alpha Omega Wealth Management LLC 1.23% Reduce -0.4% 39,899 $7.4M
Whittier Trust Co. of Nevada Inc. 0.15% Add +1.4% 39,479 $7.4M
Oliver Luxxe Assets LLC 1.12% Add +1.6% 39,681 $7.3M
Pensionfund PDN 4.82% No change 39,508 $7.3M
Everett Harris & Co. 0.09% Reduce -5.7% 39,374 $7.3M
Eurizon Capital SGR S.p.A. 0.02% — 38,398 $7.1M
Rafferty Asset Management, LLC 0.02% Reduce -6.5% 38,008 $7.0M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.1% 37,330 $6.9M
Prudential PLC 0.05% Add +2.3% 37,028 $6.9M
Mackenzie Financial Corp. 0.01% Add +6.2% 36,679 $6.8M
NewEdge Advisors, LLC 0.02% Add +10.8% 36,608 $6.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.0% 36,371 $6.7M
Norinchukin Bank, The 0.08% Add +2.6% 35,784 $6.6M
Ieq Capital, LLC 0.02% Reduce -11.4% 35,180 $6.5M
OP Asset Management Ltd 0.08% Add +0.9% 35,110 $6.5M
Mutual of America Capital Management LLC 0.07% Reduce -0.9% 35,053 $6.5M
Baird Financial Group, Inc. 0.01% Reduce -0.5% 34,900 $6.5M
MAI Capital Management 0.04% Add +1.6% 34,629 $6.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.9% 34,234 $6.4M
Osmosis Investment Management UK Ltd 0.16% — 34,218 $6.3M
Inspire Investing, LLC 0.57% Add +4.6% 33,950 $6.3M
Concurrent Investment Advisors, LLC 0.07% Add +3.8% 33,478 $6.2M
Fred Alger Management, LLC 0.02% Reduce -0.1% 33,104 $6.1M
Sheets Smith Wealth Management 0.67% Add +2.2% 32,867 $6.1M
Nordea Investment Management AB 0.01% Reduce -0.3% 32,724 $6.1M
Brown Advisory Inc. 0.01% Reduce -4.6% 32,683 $6.0M
Brevan Howard Capital Management LP 0.12% Add +46.7% 31,609 $5.9M
Tidal Investments LLC 0.02% Add +18.2% 30,682 $5.7M
CreativeOne Wealth, LLC 0.14% Add +12.5% 30,223 $5.6M
D.A. Davidson & Co. 0.03% Add +2.9% 30,111 $5.6M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 30,100 $5.6M
Hudson Bay Capital Management LP 0.03% Reduce -25.0% 30,000 $5.6M
Jamison Private Wealth Management, Inc. 0.69% Add +2.9% 29,911 $5.5M
Investment Management Corp of Ontario 0.07% Add +29.2% 29,866 $5.5M
Private Advisor Group, LLC 0.03% Reduce -12.8% 29,639 $5.5M
Vident Advisory, LLC 0.05% Add +0.6% 29,606 $5.5M
Swiss Life Asset Management Ltd 0.03% Reduce -16.8% 29,596 $5.5M
Andra AP-fonden 0.07% New 29,500 $5.5M
Beacon Pointe Advisors, LLC 0.04% Add +3.0% 29,492 $5.5M
Crossmark Global Holdings, Inc. 0.08% Add +13.9% 29,393 $5.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.4% 28,924 $5.4M
Jacobs Levy Equity Management, Inc. 0.02% No change 28,566 $5.3M
Vanderbilt University 0.90% Reduce -0.6% 28,483 $5.3M
Horizon Investments, LLC 0.07% Add +234.9% 28,467 $5.3M
Oppenheimer & Co. Inc. 0.07% Reduce -21.4% 28,447 $5.3M
Avanza Fonder AB 0.13% Add +19.5% 28,440 $5.3M
Truvestments Capital LLC 0.95% Reduce -2.3% 28,207 $5.2M
Alberta Investment Management Corp 0.03% Add +2.9% 28,100 $5.2M
Capitolis Liquid Global Markets LLC 0.03% New 28,000 $5.2M
Greenland Capital Management LP 0.81% Add +1226.5% 27,856 $5.2M
Cornerstone Wealth Group, LLC 0.35% Add +2.5% 27,470 $5.1M
Bruni J V & Co. 0.50% Reduce -2.3% 27,436 $5.1M
Qube Research & Technologies Ltd 0.01% Reduce -63.5% 27,322 $5.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +7.1% 26,973 $5.0M
tru Independence LLC 1.22% Reduce -0.8% 26,237 $4.9M
CI Investments Inc. 0.02% Add +1526.2% 26,003 $4.8M
Pacer Advisors, Inc. 0.01% Reduce -16.3% 25,678 $4.8M
Soltis Investment Advisors LLC 0.31% Add +5.3% 25,079 $4.6M
Burney Co./ 0.14% Reduce -31.1% 24,894 $4.6M
Advisory Services Network, LLC 0.07% Add +2.5% 24,805 $4.6M
Rwa Wealth Partners, LLC 0.05% Reduce -10.1% 24,625 $4.6M
Hamilton Capital Partners Inc. 0.17% Add +10.4% 24,570 $4.5M
CIBC Private Wealth Group LLC 0.01% Add +0.5% 24,421 $4.5M
Naviter Wealth, LLC 0.59% Reduce -7.6% 24,378 $4.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.31% No change 24,102 $4.5M
Teachers Retirement System of the State of Kentucky 0.03% No change 24,010 $4.4M
Mizuho Securities USA LLC 0.07% Reduce -0.0% 23,771 $4.4M
Brookstone Capital Management 0.05% Add +0.5% 23,731 $4.4M
Sanctuary Advisors, LLC 0.02% Reduce -5.2% 23,324 $4.3M
Fiduciary Group, LLC 0.36% Reduce -2.4% 23,288 $4.3M
Venture Visionary Partners LLC 0.14% Add +3.9% 23,014 $4.3M
Captrust Financial Advisors 0.01% Reduce -9.7% 23,016 $4.3M
Waterloo Capital, L.P. 0.31% Add +2.9% 22,823 $4.2M
McGinn Penninger Investment Management, Inc. 2.44% Add +0.2% 22,668 $4.2M
Benson Wealth Management INC 4.66% — 22,609 $4.2M
Cwm, LLC 0.01% Add +6.4% 22,490 $4.2M
L & S Advisors Inc 0.41% New 21,922 $4.1M
SAM Advisors, LLC 1.27% Add +0.0% 21,738 $4.0M
Commerce Bank 0.02% Add +1.0% 21,687 $4.0M
Atria Investments, Inc 0.05% Reduce -5.2% 21,658 $4.0M
Yarbrough Capital, LLC 0.12% No change 21,500 $4.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.31% Add +20.4% 21,249 $3.9M
GeoWealth Management, LLC 0.14% Reduce -0.3% 21,065 $3.9M
Prospera Financial Services Inc 0.06% Add +1.4% 20,919 $3.9M
Allworth Financial LP 0.02% Reduce -1.1% 20,823 $3.9M
Donoghue Forlines LLC 1.19% Add +150.6% 20,799 $3.9M
Jain Global LLC 0.04% Reduce -2.4% 20,791 $3.8M
Kentucky Retirement Systems 0.10% No change 20,341 $3.8M
DoubleLine ETF Adviser LP 1.12% Add +5.8% 20,257 $3.7M
BDF-Gestion 0.46% Reduce -6.3% 20,021 $3.7M
Park Avenue Securities LLC 0.03% Add +5.5% 19,841 $3.7M
Foundations Investment Advisors, LLC 0.05% Reduce -2.4% 19,655 $3.6M
Y-Intercept (Hong Kong) Ltd 0.08% New 19,642 $3.6M
New Insight Wealth Advisors 1.29% Reduce -16.1% 19,523 $3.6M
Verition Fund Management LLC 0.02% Reduce -78.8% 19,377 $3.6M
Integrated Advisors Network LLC 0.16% Reduce -0.6% 19,217 $3.6M
Fifth Third Bancorp 0.01% Reduce -4.5% 19,151 $3.5M
Modern Wealth Management, LLC 0.06% Reduce -2.6% 19,085 $3.5M
Del-Sette Capital Management, LLC 2.15% Add +4.5% 18,860 $3.5M
Hartford Investment Management Co. 0.10% Reduce -1.5% 18,807 $3.5M
Pensionfund Sabic 0.94% No change 18,706 $3.5M
MidFirst Bank 0.28% — 18,700 $3.5M
Equitable Holdings, Inc. 0.02% Add +5.2% 17,792 $3.3M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.9% 17,700 $3.3M
Lido Advisors, LLC 0.01% Add +2.0% 17,111 $3.2M
Spirit of America Management Corp. 0.66% Reduce -6.1% 16,850 $3.1M
Louisiana State Employees Retirement System 0.05% Reduce -2.3% 16,700 $3.1M
Gulf International Bank (UK) Ltd 0.10% Add +0.2% 16,625 $3.1M
iA Global Asset Management Inc. 0.04% Reduce -0.2% 16,605 $3.1M
Cantor Fitzgerald Investment Advisors L.P. 0.23% Reduce -58.3% 16,468 $3.0M
Choreo, LLC 0.04% Reduce -9.6% 16,071 $3.0M
Blair William & Co. 0.01% Reduce -1.8% 16,397 $3.0M
Maryland State Retirement & Pension System 0.06% No change 16,325 $3.0M
Caprock Group, LLC 0.06% Add +9.7% 16,306 $3.0M
Canada Post Corp Registered Pension Plan 0.11% Add +27.7% 16,258 $3.0M
Westpac Banking Corp. 0.19% Reduce -61.3% 16,200 $3.0M
Summit Global Investments 0.18% Reduce -61.5% 16,040 $3.0M
Nomura Holdings Inc. 0.01% Add +14.2% 15,953 $3.0M
Erste Asset Management GmbH 0.02% Add +3.5% 15,632 $2.9M
Evolve Private Wealth, LLC 0.17% — 15,804 $2.9M
OpenArc Corporate Advisory, LLC 0.05% — 15,726 $2.9M
Inspire Trust Co, N.A. 0.47% No change 15,500 $2.9M
Lodestone Wealth Management LLC 1.16% Reduce -1.0% 15,397 $2.9M
HUB Investment Partners, LLC 0.08% Reduce -0.3% 15,300 $2.8M
Braeburn Wealth Management LLC 1.44% — 15,271 $2.8M
Tocqueville Asset Management L.P. 0.04% Add +1.0% 15,120 $2.8M
New Mexico Educational Retirement Board 0.08% Add +8.6% 15,095 $2.8M
U S Wealth Group, Llc. 1.84% Reduce -0.6% 15,061 $2.8M
Stamos Capital Partners, L.P. 0.45% Add +55.3% 15,041 $2.8M
AG2R La Mondiale Gestion D'actifs 0.12% Add +6.2% 14,872 $2.8M
Slagle Financial, LLC 0.93% Add +0.0% 14,461 $2.7M
Redmond Asset Management, LLC 0.68% Reduce -0.3% 14,444 $2.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +0.2% 14,413 $2.7M
Composition Wealth, LLC 0.04% Reduce -1.0% 14,398 $2.7M
Financial Management Network Inc. 0.42% Reduce -8.3% 14,475 $2.7M
Quadrature Capital Ltd 0.03% New 14,341 $2.7M
Oddo BHF Asset Management Sas 0.10% Add +31.4% 14,206 $2.6M
United Capital Financial Advisors, LLC 0.02% Add +11.8% 13,958 $2.6M
Plato Investment Management Ltd 0.17% Reduce -30.5% 13,803 $2.6M
LSV Asset Management 0.01% No change 13,820 $2.6M
Intech Investment Management LLC 0.02% Reduce -36.6% 13,747 $2.5M
Advisors Asset Management, Inc. 0.04% Reduce -21.2% 13,613 $2.5M
OMERS ADMINISTRATION Corp 0.02% Reduce -42.6% 13,602 $2.5M
Hudson Canyon Capital Management 1.46% Add +1.9% 13,495 $2.5M
Adell Harriman & Carpenter Inc. 0.15% Add +0.4% 13,458 $2.5M
MUFG Securities EMEA plc 0.03% Add +114.4% 13,400 $2.5M
Alpine Woods Capital Investors, LLC 0.58% Add +9.1% 13,224 $2.4M
Cunning Capital Partners, LP 1.13% No change 13,189 $2.4M
Moran Wealth Management, LLC 0.07% Add +2.2% 13,174 $2.4M
Kestra Private Wealth Services, LLC 0.03% Add +4.8% 13,148 $2.4M
Assetmark, Inc. 0.00% Add +5.3% 13,096 $2.4M
Cascade Investment Group, Inc. 1.62% Reduce -3.7% 13,096 $2.4M
Perpetual Ltd 0.04% Add +46.2% 13,063 $2.4M
Cresset Asset Management, LLC 0.01% Add +35.4% 12,913 $2.4M
Carret Asset Management, LLC 0.23% No change 12,873 $2.4M
Diversified Trust Co. 0.04% Reduce -21.4% 12,871 $2.4M
Red Cedar Investment Management, LLC 0.25% No change 12,748 $2.4M
HRT Financial LP 0.01% New 12,634 $2.3M
Tower Bridge Advisors 0.24% Reduce -0.2% 12,625 $2.3M
Cim, LLC 0.31% Add +0.1% 12,592 $2.3M
Fideuram Asset Management (Ireland) dac 0.18% — 12,466 $2.3M
1832 Asset Management L.P. 0.00% Reduce -35.1% 12,420 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% Add +103.9% 12,372 $2.3M
Sigma Planning Corp 0.06% Add +48.6% 12,262 $2.3M
Fortem Financial Group, LLC 0.60% Add +3.0% 12,221 $2.3M
BLI - Banque de Luxembourg Investments 0.07% Reduce -3.2% 12,100 $2.3M
Agf Management Ltd. 0.01% Add +12.0% 12,173 $2.3M
CCM Investment Advisers LLC 0.21% Reduce -0.5% 12,120 $2.2M
Vinva Investment Management Ltd 0.03% Reduce -52.1% 11,947 $2.2M
Pasadena Private Wealth, LLC 0.31% New 12,042 $2.2M
Signet Financial Management, LLC 0.25% Reduce -0.1% 11,997 $2.2M
M&G PLC 0.01% Add +1.2% 11,997 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Add +6.6% 11,971 $2.2M
Jaffetilchin Investment Partners, LLC 0.13% Reduce -3.9% 11,954 $2.2M
Candriam S.C.A. 0.01% Reduce -15.3% 11,694 $2.2M
Wellington Shields Capital Management, LLC 0.32% No change 11,680 $2.2M
Walleye Capital LLC 0.01% Reduce -9.7% 11,512 $2.1M
Presima Securities ULC 1.23% Add +45.6% 11,492 $2.1M
Callan Family Office, LLC 0.04% Add +119.0% 11,304 $2.1M
NewEdge Wealth, LLC 0.02% Add +40.2% 11,266 $2.1M
Guggenheim Capital LLC 0.02% Add +33.4% 11,252 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +3.5% 11,221 $2.1M
Westerkirk Capital Inc. 0.20% Add +41.8% 11,200 $2.1M
ING Groep NV 0.01% Reduce -0.1% 11,191 $2.1M
North Dakota State Investment Board 0.08% — 11,109 $2.1M
E. Ohman J:or Asset Management AB 0.05% Reduce -21.8% 11,029 $2.0M
Norden Group LLC 0.20% Add +6.0% 10,901 $2.0M
Cary Street Partners Financial LLC 0.05% Reduce -4.4% 10,842 $2.0M
BCGM Wealth Management, LLC 0.51% Add +1.6% 10,803 $2.0M
Quadrant Capital Group LLC 0.06% Reduce -0.9% 10,643 $2.0M
Howland Capital Management LLC 0.07% Reduce -0.8% 10,602 $2.0M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.17% No change 10,519 $1.9M
Arbor Capital Management Inc. 1.63% Reduce -7.1% 10,451 $1.9M
Mgo One Seven LLC 0.04% Add +0.9% 10,466 $1.9M
Merit Financial Group, LLC 0.02% Add +32.1% 10,459 $1.9M
Jeppson Wealth Management, LLC 0.61% Reduce -0.5% 10,454 $1.9M
Orion Porfolio Solutions, LLC 0.01% Reduce -2.5% 10,431 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 10,430 $1.9M
Cascade Investment Advisors, Inc. 1.12% Reduce -2.8% 10,313 $1.9M
Morangie Management LLC 1.52% No change 10,272 $1.9M
Sarasin & Partners LLP 0.02% Reduce -5.1% 10,265 $1.9M
Sowell Financial Services LLC 0.07% Add +6.5% 10,257 $1.9M
Diligent Investors, LLC 0.46% Reduce -0.2% 10,193 $1.9M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -2.0% 10,078 $1.9M
Mystic Asset Management, Inc. 0.42% Reduce -1.1% 10,072 $1.9M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -6.1% 9,997 $1.9M
LDR Capital Management LLC 3.97% Add +123.2% 9,861 $1.8M
Tema ETFs LLC 0.14% Reduce -0.3% 9,774 $1.8M
Old Port Advisors 0.44% Add +26.4% 9,619 $1.8M
Meeder Advisory Services, Inc. 0.08% Reduce -4.0% 9,557 $1.8M
Stevens Capital Management LP 0.62% Reduce -55.8% 9,549 $1.8M
Cullen Capital Management, LLC 0.02% Reduce -1.6% 9,250 $1.7M
Journey Retirement Planning & Investment Management LLC 0.35% — 9,244 $1.7M
Palogic Value Management, L.P. 0.74% Add +2.1% 9,215 $1.7M
Generali Asset Management SPA SGR 0.03% Add +2240.1% 9,173 $1.7M
Tower Research Capital LLC (TRC) 0.04% Reduce -7.0% 9,102 $1.7M
Principal Securities, Inc. 0.03% Add +6.4% 9,089 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +17.8% 9,073 $1.7M
Greenleaf Trust 0.02% Reduce -1.6% 8,880 $1.6M
Securian Asset Management, Inc. 0.06% Reduce -43.7% 8,877 $1.6M
Mufg Securities Americas Inc. 0.10% Reduce -0.1% 8,795 $1.6M
Siemens Fonds Invest GmbH 0.09% Add +90.7% 8,683 $1.6M
Squarepoint Ops LLC 0.00% Reduce -18.1% 8,700 $1.6M
Fox Run Management, L.L.C. 0.25% New 8,695 $1.6M
SteelPeak Wealth, LLC 0.05% Add +16.0% 8,673 $1.6M
InTrack Investment Management Inc 0.90% Add +4.7% 8,663 $1.6M
Convergence Investment Partners, LLC 0.32% Reduce -4.3% 8,584 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.10% No change 8,526 $1.6M
Valeo Financial Advisors, LLC 0.03% Add +2.1% 8,396 $1.6M
Apollon Wealth Management, LLC 0.03% Add +6.0% 8,284 $1.5M
Syon Capital LLC 0.08% Add +6.2% 8,220 $1.5M
Mark Asset Management LP 0.17% Add +0.7% 8,148 $1.5M
Affinity Investment Advisors, LLC 1.00% Reduce -4.8% 8,134 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +6.0% 8,062 $1.5M
Legacy Wealth Asset Management, LLC 0.37% Reduce -3.0% 8,035 $1.5M
Wealth Preservation Advisors, LLC 0.75% No change 8,002 $1.5M
Perigon Wealth Management, LLC 0.03% Add +0.6% 7,970 $1.5M
Emergent Wealth Advisors, LLC 0.83% Add +6.0% 7,947 $1.5M
Bedel Financial Consulting, Inc. 0.16% Add +0.5% 7,875 $1.5M
Wellington Shields & Co., LLC 0.36% Add +7.1% 7,819 $1.4M
Cascade Financial Partners, LLC 0.15% Add +68.5% 7,777 $1.4M
Keybank National Association 0.01% Add +11.1% 7,674 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% No change 7,638 $1.4M
HB Wealth Management, LLC 0.01% Add +6.2% 7,607 $1.4M
Chung Wu Investment Group, LLC 1.14% No change 7,550 $1.4M
Vise Technologies, Inc. 0.03% Add +90.3% 7,532 $1.4M
Frank, Rimerman Advisors LLC 0.09% Add +1.1% 7,502 $1.4M
Integrated Wealth Concepts LLC 0.02% Reduce -26.3% 7,472 $1.4M
Coldstream Capital Management Inc. 0.02% Reduce -11.1% 7,376 $1.4M
Wedmont Private Capital 0.05% Add +2.6% 7,389 $1.4M
Praxis Investment Management Inc. 0.08% No change 7,319 $1.4M
KG Capital Management 0.35% Reduce -1.3% 7,772 $1.4M
Harvest Portfolios Group Inc. 0.02% Reduce -33.1% 7,290 $1.3M
Qtron Investments LLC 0.17% Reduce -6.8% 7,270 $1.3M
Chesapeake Asset Management LLC 1.11% No change 7,200 $1.3M
Commerzbank Aktiengesellschaft 0.03% No change 7,170 $1.3M
GAMMA Investing LLC 0.07% Add +8.6% 7,161 $1.3M
Yelin Lapidot Holdings Management Ltd. 0.27% No change 7,150 $1.3M
Cypress Capital Group 0.15% New 7,017 $1.3M
Gifford Fong Associates 0.26% No change 7,000 $1.3M
Kintegral Advisory, LLC 0.11% Reduce -2.7% 7,001 $1.3M
Global Retirement Partners, LLC 0.02% Add +237.3% 6,996 $1.3M
Pinnacle Associates Ltd. 0.02% Add +11.7% 6,992 $1.3M
Assenagon Asset Management S.A. 0.00% No change 6,969 $1.3M
one8zero8, LLC 0.28% Reduce -3.4% 6,942 $1.3M
GMO 0.00% No change 6,942 $1.3M
Portside Wealth Group, LLC 0.17% Add +9.5% 6,936 $1.3M
Renaissance Group LLC 0.05% Add +1.3% 6,905 $1.3M
Arkadios Wealth Advisors 0.03% Add +17.3% 6,885 $1.3M
Spire Wealth Management 0.04% Add +121.1% 6,819 $1.3M
Gabelli Funds LLC 0.01% Reduce -3.6% 6,750 $1.2M
Knollwood Investment Advisory, LLC 0.12% No change 6,650 $1.2M
Benjamin Edwards Inc. 0.01% Add +5.0% 6,598 $1.2M
TCW Group Inc. 0.01% New 6,578 $1.2M
Ascentis Independent Advisors 0.19% Reduce -4.9% 6,500 $1.2M
Quantbot Technologies LP 0.04% Reduce -67.6% 6,436 $1.2M
Novem Group 0.14% Add +2.6% 6,409 $1.2M
Farringdon Capital, Ltd. 0.29% New 6,376 $1.2M
Marino, Stram & Associates LLC 0.21% Add +0.3% 6,330 $1.2M
Secured Retirement Advisors, LLC 0.65% Reduce -7.2% 6,273 $1.2M
Solidarity Wealth, LLC 0.24% No change 6,216 $1.2M
Signaturefd, LLC 0.02% Add +6.9% 6,126 $1.1M
Raiffeisen Bank International AG 0.01% Reduce -4.0% 5,868 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -12.6% 5,916 $1.1M
Farther Finance Advisors, LLC 0.01% Add +28.3% 5,877 $1.1M
Retirement Planning Co of New England, Inc. 0.44% Reduce -6.2% 5,864 $1.1M
Evergreen Capital Management LLC 0.02% Add +17.9% 5,863 $1.1M
Ritholtz Wealth Management 0.02% Add +3.4% 5,863 $1.1M
Ontario Teachers Pension Plan Board 0.03% Reduce -69.5% 5,856 $1.1M
Adams Asset Advisors, LLC 0.14% No change 5,789 $1.1M
Marshall Financial Group, LLC 0.21% Reduce -0.4% 5,748 $1.1M
Genesee Capital Advisors, LLC 0.43% Add +3.0% 5,718 $1.1M
Pinebridge Investments LLC 0.01% — 5,717 $1.1M
Jefferies Financial Group Inc. 0.01% New 5,679 $1.1M
Independent Financial Group, LLC 0.02% Add +0.5% 5,657 $1.0M
Capital International Sarl 0.02% No change 5,648 $1.0M
Investors Research Corp 0.19% Add +0.7% 5,579 $1.0M
Vontobel Holding Ltd. 0.00% Add +136.2% 5,570 $1.0M
Sun Life Financial Inc. 0.05% Reduce -90.7% 5,478 $1.0M
Oak Thistle LLC 0.14% New 5,430 $1.0M
Quantum Portfolio Management LLC 0.44% Reduce -37.0% 5,426 $1.0M
J. Safra Sarasin Holding AG 0.02% Add +93.8% 5,426 $1.0M
GF Fund Management Co. LTD. 0.02% Reduce -1.2% 5,409 $1.0M
Aspiriant, LLC 0.03% Add +1.7% 5,380 $996K
Meadowbrook Wealth Management, LLC 1.14% Reduce -4.0% 5,350 $990K
Everhart Financial Group, Inc. 0.09% Add +12.5% 5,343 $989K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.8% 5,931 $988K
Wedbush Securities Inc. 0.03% Reduce -0.1% 5,317 $984K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -51.0% 5,301 $981K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,279 $974K
Vestmark Advisory Solutions, Inc. 0.01% Add +8.2% 5,151 $953K
First Pacific Financial 0.12% Add +1526.3% 5,139 $951K
Diversify Advisory Services, LLC 0.03% Reduce -21.2% 5,124 $948K
B. Riley Wealth Advisors, Inc. 0.04% Add +14.5% 5,115 $947K
Compound Planning, Inc. 0.03% Add +10.6% 5,095 $943K
Radnor Capital Management, LLC 0.14% No change 5,087 $942K
Oppenheimer Asset Management Inc. 0.01% Reduce -42.8% 5,069 $938K
TrueWealth Advisors, LLC 0.24% Reduce -29.3% 5,060 $937K
Gilman Hill Asset Management, LLC 0.15% Reduce -2.4% 5,037 $932K
American Assets Inc. 0.29% No change 5,000 $926K
Parallel Advisors, LLC 0.02% Reduce -0.8% 4,991 $924K
Snowden Capital Advisors LLC 0.02% Reduce -4.1% 4,988 $923K
World Investment Advisors 0.02% Add +14.4% 4,975 $921K
RiverFront Investment Group, LLC 0.01% Add +0.1% 4,908 $909K
DAVENPORT & Co LLC 0.00% Add +25.6% 4,898 $907K
Balyasny Asset Management L.P. 0.00% Add +38.3% 4,886 $904K
Kestra Investment Management, LLC 0.02% Add +3.6% 4,879 $903K
SG Trading Solutions, LLC 0.21% — 4,867 $901K
Shelton Capital Management 0.02% Add +192.5% 4,862 $900K
Clarius Group, LLC 0.05% Add +0.1% 4,832 $894K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +10.5% 4,820 $892K
Ballentine Partners, LLC 0.01% Add +6.3% 4,815 $891K
TBH Global Asset Management, LLC 0.15% Reduce -3.0% 4,804 $889K
Ellevest, Inc. 0.12% Reduce -5.6% 4,800 $889K
Clough Capital Partners L P 0.08% No change 4,800 $889K
Applied Finance Capital Management, LLC 0.06% Reduce -3.8% 4,781 $885K
MSH Capital Advisors LLC 0.19% Add +0.5% 4,755 $880K
Belpointe Asset Management LLC 0.03% Reduce -4.2% 4,721 $874K
Trust Co. of Vermont 0.04% Add +0.1% 4,713 $872K
Regal Investment Advisors LLC 0.05% Reduce -3.7% 4,709 $872K
Profund Advisors LLC 0.03% Add +10.6% 4,618 $855K
Savant Capital, LLC 0.00% Add +24.0% 4,598 $851K
Bradley Foster & Sargent Inc. 0.01% Add +81.2% 4,593 $850K
Veridan Wealth LLC 0.28% Add +1.2% 4,563 $845K
Pekin Hardy Strauss, Inc. 0.08% Add +0.7% 4,520 $837K
Machina Capital S.A.S. 0.16% New 4,502 $833K
Versor Investments LP 0.13% New 4,500 $833K
Brooklyn Investment Group 0.04% Add +49.2% 4,439 $833K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +14.7% 4,490 $831K
Nwam LLC 0.05% New 4,431 $821K
Checchi Capital Advisers, LLC 0.06% Reduce -0.3% 4,429 $820K
Chilton Capital Management LLC 0.03% Reduce -12.7% 4,427 $819K
L2 Asset Management, LLC 0.11% Add +18.7% 4,388 $812K
Smartleaf Asset Management LLC 0.03% Add +4.3% 4,296 $803K
Monetary Management Group Inc. 0.19% No change 4,325 $801K
Dorsey & Whitney Trust CO LLC 0.04% Add +4.7% 4,307 $797K
Insigneo Advisory Services, LLC 0.06% Reduce -15.1% 4,294 $795K
Michels Family Financial, LLC 0.58% Reduce -2.0% 4,248 $786K
CacheTech Inc. 0.14% Add +39.1% 4,155 $769K
CFM Wealth Partners LLC 0.11% Reduce -10.4% 4,150 $768K
Invst, LLC 0.08% Reduce -7.0% 4,147 $768K
Tritonpoint Wealth, LLC 0.08% Reduce -12.1% 4,133 $765K
Sumitomo Life Insurance Co. 0.02% Add +1.1% 4,115 $762K
VestGen Advisors, LLC 0.03% Add +1.8% 4,096 $758K
Future Financial Wealth Managment LLC 0.51% Add +0.1% 4,085 $753K
White Pine Capital LLC 0.21% Add +2.6% 4,057 $751K
LMR Partners LLP 0.01% New 4,038 $747K
Joel Isaacson & Co., LLC 0.02% Add +1.0% 4,018 $744K
HighPoint Advisor Group LLC 0.02% Reduce -0.5% 4,003 $741K
Manske Wealth Management 0.22% Add +0.1% 4,002 $741K
Strathmore Capital Advisors, Inc. 0.24% Reduce -0.0% 3,998 $740K
Sargent Investment Group, LLC 0.09% New 3,998 $740K
SkyView Investment Advisors, LLC 0.09% Reduce -2.3% 3,986 $738K
Sagespring Wealth Partners, LLC 0.01% Add +14.1% 3,955 $732K
Hilltop Holdings Inc. 0.04% Reduce -7.4% 3,945 $730K
Beacon Investment Advisors LLC 0.29% Add +0.5% 3,938 $729K
Fifth Third Wealth Advisors LLC 0.03% Add +0.7% 3,938 $729K
GKV Capital Management Co., Inc. 0.27% No change 3,920 $726K
Sage Mountain Advisors LLC 0.04% Add +15.6% 3,915 $725K
Alteri Wealth LLC 0.23% Add +6.7% 3,861 $715K
Boothbay Fund Management, LLC 0.02% Add +183.5% 3,844 $712K
Bernicke Wealth Management, Ltd. 0.09% — 3,824 $708K
Tobias Financial Advisors, Inc. 0.10% Add +1.5% 3,804 $704K
Inspire Advisors, LLC 0.06% Reduce -5.3% 3,800 $703K
RS Crum Inc. 0.14% No change 3,726 $690K
Sound View Wealth Advisors Group, LLC 0.05% Add +0.1% 3,714 $687K
GWN Securities Inc. 0.14% Add +24.1% 3,711 $687K
IHT Wealth Management, LLC 0.02% Reduce -5.8% 3,687 $683K
Summit Financial, LLC 0.01% Reduce -2.4% 3,676 $680K
Pallas Capital Advisors LLC 0.02% Reduce -1.9% 3,630 $672K
Rothschild Investment LLC 0.04% Add +0.8% 3,624 $671K
Sunbelt Securities, Inc. 0.04% Add +0.3% 3,608 $668K
Nabity-Jensen Investment Management Inc 0.45% No change 3,590 $665K
Alpha Cubed Investments, LLC 0.02% Reduce -41.7% 3,586 $664K
Autumn Glory Partners, LLC 0.23% No change 3,585 $664K
Bearing Point Capital, LLC 0.10% No change 3,572 $661K
AE Wealth Management LLC 0.00% Add +31.8% 3,557 $658K
Schulhoff & Co. Inc. 0.28% No change 3,531 $654K
Brown Brothers Harriman & Co. 0.00% Add +101.4% 3,530 $653K
Purkiss Capital Advisors LLC 0.30% Add +0.2% 3,465 $641K
Premier Path Wealth Partners, LLC 0.08% Add +6.1% 3,443 $637K
PCM Encore, LLC 0.13% — 3,414 $632K
United Advisor Group, LLC 0.08% Add +5.7% 3,388 $627K
Yoffe Investment Management, LLC 0.80% No change 3,383 $626K
Mather Group, Llc. 0.01% Add +11.0% 3,355 $621K
JDM Financial Group LLC 0.24% Reduce -12.3% 3,350 $620K
Monument Capital Management 0.15% Add +45.8% 3,325 $616K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.6% 3,322 $615K
Diversify Wealth Management, LLC 0.03% Add +3.7% 3,332 $614K
Index Technologies Group LLC 0.64% — 3,312 $613K
Prime Capital Investment Advisors, LLC 0.01% Add +1.7% 3,304 $612K
Supplemental Annuity Collective Trust of NJ 0.16% No change 3,300 $611K
GTS Securities LLC 0.02% Add +52.4% 3,287 $608K
TTP Investments, Inc. 0.20% Add +0.0% 3,276 $606K
Strategic Blueprint, LLC 0.04% Add +70.2% 3,267 $605K
Fourpath Capital Management, LLC 0.08% No change 3,225 $597K
Childress Capital Advisors, LLC 0.10% Add +66.5% 3,220 $596K
WealthTrust Axiom LLC 0.15% No change 3,200 $592K
Ofi Invest Asset Management 0.01% Add +6.2% 3,729 $588K
Waverly Advisors, LLC 0.00% Add +25.1% 3,167 $586K
Triad Wealth Partners, LLC 0.06% Add +14.9% 3,160 $585K
Cigna Investments Inc. 0.08% No change 3,137 $581K
Argentarii, LLC 0.19% No change 3,134 $580K
Welch Group, LLC 0.02% Add +4.7% 3,116 $577K
HBK Sorce Advisory LLC 0.01% Add +2.5% 2,878 $574K
Capital Investment Advisors, LLC 0.01% Add +1.7% 3,102 $574K
First Dallas Securities Inc. 0.21% No change 3,100 $574K
Cohen Klingenstein LLC 0.02% No change 3,100 $574K
Cheviot Value Management, LLC 0.06% No change 3,065 $563K
Oxford Financial Group, LTD. LLC 0.03% Add +1.4% 3,038 $562K
New England Research & Management, Inc. 0.24% Reduce -2.9% 3,010 $557K
Merrion Investment Management Co, LLC 0.30% No change 3,000 $555K
Westover Capital Advisors, LLC 0.10% No change 3,000 $555K
Roble, Belko & Company, Inc 0.07% No change 3,000 $555K
TD Private Client Wealth LLC 0.01% Add +4.2% 2,980 $552K
EverSource Wealth Advisors, LLC 0.02% Add +3.4% 2,952 $547K
TD Waterhouse Canada Inc. 0.00% Add +5.1% 2,949 $546K
Ascentis Wealth Management, LLC 0.14% Add +0.1% 2,941 $545K
Mutual Advisors, LLC 0.01% No change 2,944 $545K
Rexford Capital Inc. 0.41% Add +8.5% 2,943 $545K
First National Bank Sioux Falls 0.16% No change 2,935 $543K
Fulcrum Capital LLC 0.11% No change 2,929 $542K
Market Street Wealth Management Advisors LLC 0.08% Add +0.3% 2,923 $541K
Mfa Wealth Advisors, LLC 0.11% No change 2,898 $536K
Adams Wealth Management 0.11% Reduce -4.1% 2,866 $531K
Magnolia Capital Advisors LLC 0.11% New 2,828 $524K
Nilsine Partners, LLC 0.05% Add +8.6% 2,825 $523K
Mogy Joel R Investment Counsel Inc. 0.03% No change 2,825 $523K
Savvy Advisors, Inc. 0.02% Add +93.2% 2,818 $522K
Element Wealth, LLC 0.21% Add +0.7% 2,804 $519K
Pinnacle Financial Partners, Inc. 0.00% — 2,792 $518K
IFP Advisors, Inc 0.01% Reduce -12.8% 2,795 $517K
Phoenix Financial Ltd. 0.01% New 2,792 $516K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% — 2,785 $516K
Townsquare Capital LLC 0.12% Add +14.7% 2,781 $515K
Lantern Wealth Advisors, LLC 0.27% No change 2,775 $514K
Ghe, LLC 0.17% New 2,756 $510K
William Allan Corp 0.29% Add +0.4% 2,754 $510K
Strategic Advocates LLC 0.13% Reduce -7.4% 2,728 $510K
Western Financial Corp 0.20% Add +2.6% 2,749 $509K
International Assets Investment Management, LLC 0.03% Reduce -3.4% 2,745 $508K
Rehmann Capital Advisory Group 0.03% Add +22.4% 2,727 $505K
Journey Strategic Wealth LLC 0.01% Reduce -2.7% 2,717 $503K
Gables Capital Management Inc. 0.21% Reduce -0.9% 2,715 $503K
Ascent Group, LLC 0.02% Add +10.9% 2,714 $502K
Stephens Inc. 0.01% Reduce -5.6% 2,708 $501K
Wealthcare Advisory Partners LLC 0.01% Add +1.5% 2,701 $500K
Oak Grove Capital LLC 0.10% No change 2,700 $500K
Fisher Asset Management 0.00% Add +20.7% 2,680 $496K
Brown, Lisle/Cummings, Inc. 0.12% Add +5.1% 2,663 $493K
Daymark Wealth Partners, LLC 0.02% Add +2.1% 2,660 $492K
American Investment Services, Inc. 0.11% No change 2,656 $492K
Longfellow Investment Management Co. LLC 0.11% No change 2,648 $490K
Lazari Capital Management, Inc. 0.17% Reduce -4.0% 2,636 $488K
Paradigm Asset Management Co. LLC 0.11% Reduce -3.7% 2,635 $488K
Bluefin Capital Management, LLC 0.14% New 2,600 $481K
Turtle Creek Wealth Advisors, LLC 0.04% Add +14.5% 2,578 $477K
Schnieders Capital Management, Llc. 0.07% No change 2,577 $477K
CWA Asset Management Group, LLC 0.02% Add +14.3% 2,575 $477K
Octavia Wealth Advisors, LLC 0.05% Reduce -1.3% 2,558 $473K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,554 $473K
Gryphon Financial Partners LLC 0.05% Add +19.6% 2,550 $472K
Asset Planning,Inc 0.33% No change 2,535 $469K
Martingale Asset Management L P 0.01% New 2,535 $469K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +0.0% 2,527 $468K
EP Wealth Advisors, LLC 0.00% — 2,520 $467K
Manchester Financial Inc. 0.09% No change 2,511 $465K
Financial Sense Advisors, Inc. 0.10% No change 2,500 $463K
Rossmore Private Capital 0.04% No change 2,500 $463K
Sage Investment Advisers LLC 0.35% — 2,495 $462K
Fidelis Capital Partners, LLC 0.03% Add +6.2% 2,489 $461K
Lederer & Associates Investment Counsel 0.31% Reduce -2.0% 2,487 $460K
Ameritas Advisory Services, LLC 0.02% Add +537.1% 2,453 $454K
Stratos Wealth Partners, LTD. 0.01% Add +0.4% 2,435 $451K
Kovack Advisors, Inc. 0.02% Add +41.4% 2,433 $450K
Embree Financial Group 0.05% Add +2.4% 2,414 $447K
Manchester Capital Management LLC 0.06% Add +2.6% 2,412 $446K
Wesbanco Bank Inc. 0.01% Add +16.1% 2,411 $446K
Tiaa Trust, National Association 0.00% Add +35.3% 2,401 $444K
Silverleafe Capital Partners, LLC 0.13% No change 2,400 $444K
Bramshill Investments, LLC 0.03% No change 2,400 $444K
Carmel Capital Partners, LLC 0.15% No change 2,379 $440K
Affinity Wealth Management LLC 0.06% No change 2,372 $439K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.5% 2,371 $439K
Larson Financial Group LLC 0.01% Reduce -59.9% 2,367 $438K
Great Valley Advisor Group, Inc. 0.01% Add +2.3% 2,360 $437K
Phocas Financial Corp. 0.06% Reduce -0.9% 2,355 $436K
Bragg Financial Advisors, Inc 0.01% Add +8.4% 2,351 $435K
Titleist Asset Management, LLC 0.04% Add +0.2% 2,338 $433K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.3% 2,337 $433K
Gateway Investment Advisers LLC 0.00% Add +13.1% 2,325 $430K
Krane Funds Advisors LLC 0.01% Reduce -9.9% 2,316 $429K
Redhawk Wealth Advisors, Inc. 0.05% Add +1.2% 2,305 $427K
Chicago Partners Investment Group LLC 0.01% Reduce -4.0% 2,297 $424K
PFG Investments, LLC 0.02% Add +4.3% 2,291 $424K
Simplicity Wealth,LLC 0.03% Add +26.1% 2,278 $422K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.3% 2,254 $417K
Promethium Advisors,llc 0.22% No change 2,244 $415K
Wilmington Savings Fund Society, FSB 0.01% Reduce -2.2% 2,233 $413K
Stratos Wealth Advisors, LLC 0.02% No change 2,215 $410K
Wealthspire Advisors, LLC 0.00% Add +65.4% 2,211 $409K
Procyon Advisors, LLC 0.02% New 2,188 $405K
Howard Capital Management, LLC 0.01% Add +0.5% 2,186 $405K
V-Square Quantitative Management LLC 0.04% New 2,171 $402K
Modera Wealth Management, LLC 0.00% Add +0.1% 2,167 $401K
Opinicus Capital, Inc. 0.28% Reduce -9.9% 2,164 $401K
Aptus Capital Advisors, LLC 0.00% Add +4.3% 2,154 $399K
American Assets Investment Management, LLC 0.03% New 7,500 $398K
KMG Fiduciary Partners, LLC 0.03% Add +48.8% 2,148 $398K
SVB Wealth LLC 0.02% Reduce -1.8% 2,140 $396K
Novare Capital Management LLC 0.03% Reduce -2.3% 2,134 $395K
O'ROURKE & COMPANY, Inc 0.15% Add +2.8% 2,124 $393K
BSW Wealth Partners 0.05% Add +0.3% 2,094 $388K
Rockland Trust Co. 0.02% Add +1.4% 2,078 $385K
Elevation Point Wealth Partners, LLC 0.02% New 2,075 $384K
Kaizen Financial Strategies 0.17% Reduce -9.8% 2,068 $383K
Samalin Investment Counsel, LLC 0.14% Reduce -1.7% 2,049 $379K
Personal Cfo Solutions, LLC 0.06% Reduce -4.7% 2,043 $378K
Birch Financial Group, LLC 0.22% Add +0.1% 2,042 $378K
4WEALTH Advisors, Inc. 0.33% Add +2.3% 2,033 $376K
Intrua Financial, LLC 0.04% Reduce -46.6% 2,023 $374K
J. Team Financial, Inc. 0.37% Add +0.8% 2,019 $374K
Sompo Asset Management Co., Ltd. 0.06% Reduce -18.0% 2,010 $372K
VELA Investment Management, LLC 0.10% No change 1,988 $368K
CX Institutional 0.01% Add +16.1% 1,982 $367K
Castle Rock Wealth Management, LLC 0.08% Reduce -10.8% 1,935 $365K
Jump Financial, LLC 0.00% Reduce -70.7% 1,960 $363K
SageView Advisory Group, LLC 0.01% Reduce -10.3% 1,958 $363K
Optas, LLC 0.06% Add +1.1% 1,954 $362K
Guardian Partners Inc. 0.03% New 1,842 $360K
Group One Trading LLC 0.01% New 1,946 $360K
Tradition Wealth Management, LLC 0.03% Reduce -3.0% 1,909 $353K
Fulton Bank, N.A. 0.01% Reduce -1.0% 1,895 $351K
Fiduciary Trust Co 0.00% Add +4.0% 1,890 $350K
Arax Advisory Partners 0.01% Reduce -75.9% 1,886 $349K
S-Bank Fund Management Ltd 0.05% Reduce -20.6% 1,885 $349K
Summit Securities Group LLC 0.06% Add +118.1% 1,884 $349K
First Bancorp, Inc 0.18% No change 1,878 $348K
180 Wealth Advisors, LLC 0.04% New 1,876 $347K
Cetera Trust Company, N.A 0.18% Reduce -2.6% 1,865 $345K
Tudor Investment Corporation 0.00% New 1,863 $345K
Elevation Wealth Partners, LLC 0.12% Add +0.3% 1,852 $343K
Intrust Bank NA 0.03% No change 1,852 $343K
Keel Point, LLC 0.02% Add +4.5% 1,849 $342K
Groupama Asset Managment 0.01% Reduce -41.7% 1,847 $342K
Avidian Wealth Enterprises, LLC 0.01% Add +1.6% 1,845 $342K
Regent Peak Wealth Advisors LLC 0.07% Add +0.4% 1,835 $340K
Gen-Wealth Partners Inc 0.11% Add +7.4% 1,834 $340K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% Add +7.0% 1,830 $339K
EJMK Ventures LLC 0.21% — 1,825 $338K
LRI Investments, LLC 0.03% Reduce -13.0% 1,817 $336K
SmartHarvest Portfolios, LLC 0.12% — 1,815 $336K
Quotient Wealth Partners, LLC 0.01% Reduce -0.5% 1,797 $333K
Piedmont Capital Management, LLC 0.17% Add +0.1% 1,796 $333K
Fort Sheridan Advisors LLC 0.04% No change 1,789 $331K
Coppell Advisory Solutions LLC 0.03% Add +0.7% 1,771 $331K
American State Bank (Iowa) 0.16% No change 1,779 $329K
Penserra Capital Management LLC 0.00% Reduce -0.6% 1,785 $329K
Whalerock Point Partners, LLC 0.06% No change 1,776 $329K
Washington Trust Bank 0.02% Add +3.5% 1,776 $329K
NorthCrest Asset Manangement, LLC 0.01% Reduce -7.8% 1,792 $328K
PDS Planning, Inc 0.02% Add +1.4% 1,755 $325K
Cabot Wealth Management Inc. 0.04% No change 1,745 $323K
Interchange Capital Partners, LLC 0.06% Reduce -1.0% 1,744 $323K
Conning Inc. 0.01% Reduce -17.0% 1,733 $321K
Huntleigh Advisors, Inc. 0.05% No change 1,727 $320K
IFG Advisory, LLC 0.01% Add +0.1% 1,726 $319K
Lafayette Investments, Inc. 0.06% Reduce -14.8% 1,725 $319K
Lanark Financial, Inc. 0.02% Reduce -1.0% 1,724 $319K
New Republic Capital, LLC 0.09% Add +53.6% 1,723 $319K
Winthrop Capital Management, LLC 0.07% Add +0.8% 1,725 $319K
Breakwater Capital Group 0.04% No change 1,705 $316K
Mission Wealth Management, LP 0.01% Reduce -0.2% 1,700 $315K
Meridian Wealth Management, LLC 0.01% Add +13.5% 1,686 $313K
BNP Paribas 0.01% No change 1,688 $312K
Alliance Wealth Advisors, LLC 0.07% Reduce -18.8% 1,674 $310K
NorthRock Partners, LLC 0.01% Reduce -65.5% 1,672 $310K
Platform Technology Partners 0.07% Add +0.6% 1,657 $307K
Outlook Wealth Advisors, LLC 0.07% Add +0.3% 1,647 $305K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.8% 1,644 $304K
Frec Markets, Inc. 0.09% — 1,640 $304K
Resonant Capital Advisors, LLC 0.02% Add +1.1% 1,631 $302K
Knightsbridge Asset Management, LLC 0.05% Add +14.0% 1,623 $300K
Gibbs Wealth Management 0.07% Reduce -3.6% 1,611 $297K
Regions Financial Corp. 0.00% Reduce -26.4% 1,602 $297K
LJI Wealth Management, LLC 0.05% No change 1,599 $296K
Icon Wealth Advisors, LLC 0.02% Add +0.9% 1,598 $296K
Clientfirst Wealth Management, LLC 0.24% No change 1,593 $295K
Catalyst Financial Partners LLC 0.03% Add +2.5% 1,588 $294K
Lecap Asset Management Ltd. 0.12% New 1,587 $294K
North Star Investment Management Corp. 0.02% Add +1.7% 1,587 $294K
Augustine Asset Management Inc. 0.06% Reduce -7.6% 1,583 $293K
MassMutual Private Wealth & Trust, FSB 0.01% Add +4.3% 1,582 $293K
Stillwater Wealth Management Group 0.20% Add +7.1% 1,576 $292K
MinichMacGregor Wealth Management, LLC 0.05% Reduce -8.8% 1,568 $290K
Blueshift Asset Management, LLC 0.08% Reduce -22.6% 1,558 $288K
Cornerstone Wealth Management, LLC 0.01% Reduce -6.2% 1,555 $288K
Pure Financial Advisors, LLC 0.00% Add +29.5% 1,553 $288K
Keebeck Wealth Management 0.03% New 1,545 $286K
Prosperity Consulting Group, LLC 0.01% Add +2.0% 1,539 $285K
StoneX Group Inc. 0.01% New 1,529 $283K
Heartland Bank & Trust Co 0.12% Reduce -0.7% 1,526 $282K
Jacobi Capital Management LLC 0.02% No change 1,524 $282K
Private Trust Co. NA 0.02% Reduce -46.8% 1,520 $281K
Sivia Capital Partners, LLC 0.06% New 1,518 $281K
Cladis Investment Advisory, LLC 0.15% No change 1,500 $278K
Dover Advisors, LLC 0.11% New 1,500 $278K
Lavaca Capital LLC 0.05% No change 1,500 $278K
Advisors Preferred, LLC 0.05% New 1,505 $277K
Howard Capital Management Group, LLC 0.02% Reduce -66.4% 1,490 $276K
Csenge Advisory Group 0.01% Add +0.1% 1,483 $275K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.0% 1,480 $274K
Miller Global Investments, LLC 0.25% — 1,479 $274K
Crestwood Advisors Group, LLC 0.00% Add +37.4% 1,472 $272K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,468 $272K
Murphy Pohlad Asset Management LLC 0.10% No change 1,466 $271K
Alta Wealth Advisors LLC 0.09% Add +0.3% 1,465 $271K
WASHINGTON TRUST Co 0.01% No change 1,454 $269K
SlateStone Wealth, LLC 0.02% Reduce -8.8% 1,453 $269K
MRP Capital Investments, LLC 0.23% No change 1,450 $268K
Harvest Fund Management Co., Ltd 0.01% Add +12.1% 1,446 $268K
Barry Investment Advisors, LLC 0.06% No change 1,417 $262K
Schonfeld Strategic Advisors LLC 0.00% Reduce -87.8% 1,417 $262K
Simplex Trading, LLC 0.01% Reduce -88.9% 1,415 $262K
Calamos Wealth Management LLC 0.01% New 1,414 $262K
Essex Bank 0.06% New 1,406 $260K
Krilogy Financial LLC 0.01% Reduce -11.1% 1,397 $259K
Laffer Tengler Investments, Inc. 0.05% New 1,397 $259K
Sittner & Nelson, LLC 0.09% No change 1,294 $258K
Parkside Financial Bank & Trust 0.02% Reduce -3.2% 1,387 $257K
Vicus Capital 0.02% No change 1,385 $256K
Xxi Wealth, LLC 0.16% — 1,383 $256K
Smithfield Trust Co 0.01% Add +0.6% 1,382 $256K
Salem Investment Counselors Inc. 0.01% Add +266.5% 1,367 $253K
LMG Wealth Partners, LLC 0.05% No change 1,366 $253K
Silver Lake Group, L.L.C. 0.01% No change 1,350 $250K
Bison Wealth, LLC 0.03% Add +2.8% 1,353 $250K
Moors & Cabot, Inc. 0.01% Reduce -0.4% 1,348 $250K
Marble Wealth, LLC 0.03% — 1,343 $249K
Great Lakes Advisors, LLC 0.00% Reduce -0.7% 1,342 $248K
Proficio Capital Partners LLC 0.02% Add +6.2% 1,341 $248K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 1,335 $247K
Leo Wealth, LLC 0.02% Add +13.4% 1,331 $246K
Baker Avenue Asset Management, LP 0.01% Reduce -32.4% 1,327 $246K
MASTERINVEST Kapitalanlage GmbH 0.02% No change 1,310 $245K
Bridgewater Associates 0.00% Reduce -88.2% 1,322 $245K
Blue Trust, Inc. 0.00% Reduce -8.7% 1,319 $244K
Koshinski Asset Management, Inc. 0.02% Add +0.3% 1,309 $242K
Ausdal Financial Partners, Inc. 0.01% Reduce -38.3% 1,289 $239K
Alta Advisers Ltd 0.09% Reduce -7.2% 1,285 $238K
Hutchens & Kramer Investment Management Group, LLC 0.08% Reduce -22.5% 1,284 $238K
Logan Capital Management Inc. 0.01% No change 1,275 $236K
EPG Wealth Management LLC 0.06% No change 1,254 $232K
AlphaGrep UK Ltd 0.08% — 1,236 $229K
Canopy Partners, LLC 0.07% New 1,236 $229K
Perbak Capital Partners LLP 0.07% New 1,233 $228K
Basecamp Wealth Advisors LLC 0.05% — 1,233 $228K
GAMCO Investors 0.00% No change 1,230 $228K
Patton Fund Management, Inc. 0.03% Reduce -22.2% 1,229 $228K
Cornerstone Advisory, LLC 0.02% Add +0.2% 1,226 $227K
Deseret Mutual Benefit Administrators 0.10% Reduce -14.0% 1,222 $226K
Flputnam Investment Management Co. 0.00% Add +1.8% 1,219 $226K
Laurel Oak Wealth Management, LLC 0.04% — 1,219 $226K
Chancellor Financial Group WB LP 0.15% Add +2.1% 1,210 $224K
Kathmere Capital Management, LLC 0.02% New 1,207 $223K
CENTRAL TRUST Co 0.00% Add +0.2% 1,205 $223K
Morningstar Investment Management LLC 0.01% Reduce -21.3% 1,205 $223K
Visionary Wealth Advisors 0.01% Add +1.4% 1,202 $222K
Stock Yards Bank & Trust Co. 0.01% Reduce -7.7% 1,198 $222K
Hilltop National Bank 0.05% No change 1,193 $221K
GW Henssler & Associates Ltd. 0.01% Add +2.9% 1,190 $220K
Hilton Head Capital Partners, LLC 0.13% — 1,188 $220K
XTX Topco Ltd 0.01% New 1,182 $219K
Bullock Wealth Management Group 0.11% — 1,176 $218K
Haverford Trust Co 0.00% Add +1.0% 1,171 $217K
Black Diamond Financial, LLC 0.02% Add +0.1% 1,171 $217K
Cidel Asset Management Inc. 0.02% No change 1,169 $216K
Clearstead Advisors, LLC 0.00% Add +40.5% 1,159 $215K
Biltmore Wealth Management, LLC 0.08% Add +1.2% 1,153 $213K
COFG Advisors, LLC 0.05% — 1,152 $213K
Longboard Asset Management, LP 1.35% No change 1,149 $213K
Lake Street Private Wealth, LLC 0.03% Add +2.1% 1,148 $212K
Quad-Cities Investment Group, LLC 0.09% Reduce -5.0% 1,144 $212K
Jane Street Group, LLC 0.00% New 1,143 $212K
Armistice Capital, LLC 0.01% New 1,139 $211K
NCM Capital Management, LLC 0.08% Add +0.3% 1,130 $209K
BAM Wealth Management, LLC 0.15% New 1,126 $208K
AlphaCore Capital LLC 0.00% New 1,126 $208K
Skyline Advisors, Inc. 0.07% Add +1.2% 1,126 $208K
Godshalk Welsh Capital Management, Inc. 0.12% No change 1,125 $208K
Jacobson & Schmitt Advisors, LLC 0.04% No change 1,125 $208K
a16z Perennial Management, L.P. 0.02% No change 1,123 $208K
Virtus Advisers, LLC 0.10% Reduce -8.8% 1,122 $208K
Texas Bank & Trust Co 0.08% No change 1,122 $208K
Argonautica Private Wealth Management, Inc. 0.06% Reduce -3.4% 1,119 $207K
Evoke Wealth, LLC 0.00% New 1,118 $207K
Ariadne Wealth Management, LP 0.09% New 1,077 $206K
Fortis Capital Advisors, LLC 0.03% Reduce -10.8% 1,112 $206K
MIdWestOne Financial Group, Inc. 0.02% No change 1,109 $205K
Argyle Capital Partners, LLC 0.15% Reduce -3.5% 1,107 $205K
Waddell & Associates, LLC 0.01% New 1,104 $204K
Twin Peaks Wealth Advisors, LLC 0.06% New 1,040 $204K
Wealth Alliance, LLC 0.02% Reduce -69.3% 1,101 $204K
Providence First Trust Co 0.07% New 1,097 $203K
JB Capital LLC 0.01% Reduce -3.0% 1,088 $201K
Harbor Investment Advisory, LLC 0.02% Add +3.6% 1,087 $201K
Versant Capital Management, Inc 0.02% Add +33.6% 1,070 $198K
Cromwell Holdings LLC 0.11% No change 1,067 $198K
Triumph Capital Management 0.04% New 1,067 $198K
TFC Financial Management, Inc. 0.02% No change 1,056 $195K
Motco 0.02% Add +0.4% 1,042 $193K
Centaurus Financial, Inc. 0.01% Add +31.9% 1,033 $191K
Hantz Financial Services, Inc. 0.00% Add +14.9% 1,011 $187K
NFSG Corp 0.03% Add +9.2% 1,010 $187K
Vestor Capital, LLC 0.02% Add +157.1% 2,571 $185K
Greykasell Wealth Strategies, Inc. 0.07% No change 971 $180K
UMB Bank, n.a. 0.00% Reduce -55.3% 964 $178K
Activest Wealth Management 0.03% Reduce -19.7% 947 $175K
CYBER HORNET ETFs LLC 0.10% Add +6.2% 936 $173K
Eurizon SLJ Capital Ltd 0.07% — 891 $165K
Johnson Financial Group, Inc. 0.01% Reduce -37.1% 889 $165K
Essential Partners LLC 0.05% Add +2.0% 881 $163K
New Millennium Group LLC 0.07% Add +170.4% 868 $161K
ORG Partners LLC 0.03% Add +5.9% 845 $156K
Zions Bancorporation, National Association 0.01% Add +31.1% 835 $155K
Stelac Advisory Services LLC 0.05% No change 833 $154K
Silvant Capital Management LLC 0.01% No change 821 $152K
Rosenberg Matthew Hamilton 0.03% Reduce -1.0% 816 $151K
Thompson Investment Management, Inc. 0.02% Reduce -1.8% 812 $150K
Capital Analysts, LLC 0.00% Add +10.2% 790 $146K
CVA Family Office, LLC 0.02% Add +5.0% 784 $145K
Sentry Investment Management LLC 0.10% No change 781 $145K
Y.D. More Investments Ltd 0.01% Reduce -22.9% 739 $137K
First Horizon Corp. 0.01% Add +37.0% 726 $134K
Aster Capital Management (DIFC) Ltd 0.06% Reduce -92.5% 708 $131K
Silver Oak Securities, Incorporated 0.01% New 701 $131K
Global X Japan Co., Ltd. 0.01% Reduce -20.5% 704 $130K
Montag A & Associates Inc. 0.01% Reduce -2.5% 702 $130K
Quent Capital, LLC 0.01% Reduce -7.0% 680 $126K
CoreCap Advisors, LLC 0.00% Reduce -4.3% 674 $125K
Ancora Advisors LLC 0.00% Add +423.4% 670 $124K
Fortitude Family Office, LLC 0.03% No change 647 $120K
Concord Wealth Partners 0.02% No change 632 $117K
Caldwell Sutter Capital, Inc. 0.05% Add +9.3% 626 $116K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +10033.3% 608 $113K
Hoey Investments, Inc. 0.01% Add +53.3% 575 $106K
PFS Partners, LLC 0.05% Add +0.2% 570 $105K
Harbour Investments, Inc. 0.00% Reduce -31.4% 550 $102K
Farmers & Merchants Investments Inc. 0.00% Add +0.6% 546 $101K
Central Pacific Bank - Trust Division 0.01% No change 538 $100K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -3.7% 521 $96K
Westend Capital Management, LLC 0.03% Reduce -4.1% 519 $96K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -3.0% 508 $94K
Catalyst Capital Advisors LLC 0.00% Reduce -41.9% 505 $93K
Missouri Trust & Investment Co 0.03% Reduce -4.9% 500 $93K
NBT Bank, N.A. 0.01% No change 500 $93K
Ostrum Asset Management 0.00% Reduce -24.8% 497 $92K
Basepoint Wealth LLC 0.06% New 492 $91K
Cary Street Partners Investment Advisory LLC 0.02% Add +0.8% 486 $90K
Mowery & Schoenfeld Wealth Management, LLC 0.13% No change 469 $87K
DV Equities, LLC 0.02% — 458 $85K
GHP Investment Advisors, Inc. 0.00% Add +0.9% 450 $83K
Vision Retirement, LLC 0.02% — 446 $82K
State of Wyoming 0.01% Add +26.8% 431 $80K
JTC Employer Solutions Trustee Ltd 0.01% No change 412 $76K
Geneos Wealth Management Inc. 0.00% Reduce -24.8% 404 $75K
First Financial Corp. 0.03% No change 400 $74K
Elyxium Wealth, LLC 0.02% New 396 $73K
Indiana Trust & Investment Management Co 0.02% No change 390 $72K
Grove Bank & Trust 0.01% No change 385 $71K
TCTC Holdings, LLC 0.00% No change 385 $71K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 375 $69K
Creative Financial Designs Inc. 0.00% Add +1.7% 367 $68K
Wealth Enhancement Trust Services, Inc. 0.01% — 365 $68K
Key Capital Management, INC 0.07% — 362 $67K
Bayforest Capital Ltd 0.05% New 362 $67K
Glass Jacobson Investment Advisors llc 0.02% No change 355 $66K
Root Financial Partners, LLC 0.00% Add +3.0% 344 $64K
Capital Advisors, Ltd. LLC 0.01% No change 343 $63K
Anchor Investment Management, LLC 0.01% No change 334 $62K
Centerpoint Advisors, LLC 0.02% No change 327 $61K
Flagship Harbor Advisors, LLC 0.00% New 326 $60K
United Community Bank 0.02% Reduce -1.8% 326 $60K
Fairscale Capital, LLC 0.04% Add +194.6% 324 $60K
Kozak & Associates, Inc. 0.01% Add +1.3% 321 $59K
Colonial Trust Co / SC 0.01% Reduce -0.6% 316 $59K
Evolution Wealth Management Inc. 0.05% No change 317 $59K
Financial Freedom, LLC 0.03% No change 316 $59K
IAG Wealth Partners, LLC 0.01% No change 315 $58K
Delta Asset Management LLC 0.01% Reduce -7.3% 315 $58K
Reflection Asset Management 0.04% — 314 $58K
Aventura Private Wealth, LLC 0.02% Reduce -2.8% 313 $58K
Edmond DE Rothschild Holding S.A. 0.00% No change 310 $57K
Quarry LP 0.01% Add +109.5% 308 $57K
Sfam, LLC 0.05% — 307 $57K
Towne Trust Company, N.A 0.02% No change 300 $56K
Muzinich & Co., Inc. 0.02% Reduce -59.1% 299 $55K
Richardson Financial Services Inc. 0.02% Add +11.4% 292 $54K
Camelot Portfolios, LLC 0.03% New 288 $53K
Bell Investment Advisors, Inc 0.01% Add +24.4% 270 $50K
Trust Co 0.00% Reduce -0.4% 268 $50K
Steigerwald, Gordon & Koch Inc. 0.00% No change 266 $49K
Key Financial Inc 0.01% Reduce -28.0% 257 $48K
Caitong International Asset Management Co., Ltd 0.01% New 254 $47K
Cullen/Frost Bankers, Inc. 0.00% Add +79.3% 251 $46K
MV Capital Management, Inc. 0.00% Add +0.8% 250 $46K
Eastern Bank 0.00% No change 250 $46K
AdvisorNet Financial, Inc 0.00% Add +0.4% 232 $43K
DT Investment Partners, LLC 0.00% No change 228 $42K
BOK Financial Private Wealth, Inc. 0.00% No change 227 $42K
Tompkins Financial Corp. 0.00% New 225 $42K
Salomon & Ludwin, LLC 0.00% No change 210 $38K
Valley National Advisers Inc. 0.01% Add +1.0% 210 $38K
FNY Investment Advisers, LLC 0.01% Reduce -75.0% 200 $37K
Bruce G. Allen Investments, LLC 0.02% No change 193 $36K
Atlantic Union Bankshares Corp 0.00% Reduce -9.6% 189 $35K
Flagship Wealth Advisors, LLC 0.01% No change 184 $34K
SHP Wealth Management 0.00% — 183 $34K
New England Capital Financial Advisors LLC 0.01% Add +1.1% 182 $34K
GW&K Investment Management, LLC 0.00% Add +2.9% 179 $33K
Planning Project LLC 0.01% — 160 $30K
Wilkerson Advisory Group LLC 0.01% — 158 $29K
XY Capital Ltd 0.03% New 156 $29K
Atwood & Palmer Inc. 0.00% No change 155 $29K
Golden State Wealth Management, LLC 0.00% No change 153 $28K
Trust Co. of Toledo NA 0.00% No change 153 $28K
Boyd Watterson Asset Management LLC 0.01% Reduce -2.0% 150 $28K
Covestor Ltd 0.01% Reduce -29.0% 147 $27K
True Wealth Design, LLC 0.01% Add +8.1% 134 $25K
Dogwood Wealth Management LLC 0.01% Add +14.0% 130 $24K
Barnes Dennig Private Wealth Management LLC 0.02% Add +65.4% 129 $24K
WPG Advisers, LLC 0.02% No change 129 $24K
Cape Investment Advisory, Inc. 0.01% Add +15.4% 127 $24K
Kemnay Advisory Services Inc. 0.00% New 125 $23K
Duncker Streett & Co. Inc. 0.00% No change 123 $23K
Cornerstone Planning Group LLC 0.00% Add +251.4% 123 $23K
Abound Wealth Management 0.01% No change 122 $23K
Park Place Capital Corp 0.00% Reduce -7.0% 120 $22K
Hughes Financial Services, LLC 0.00% No change 120 $22K
Lloyd Advisory Services, LLC. 0.01% New 119 $22K
Signature Equity Partners, LLC 0.01% — 118 $22K
Keating Financial Advisory Services, Inc. 0.00% — 116 $21K
Swiss Re Ltd. 0.00% — 109 $20K
Ares Financial Consulting, LLC 0.02% — 107 $20K
McMillan Office, Inc. 0.00% — 102 $19K
Westside Investment Management, Inc. 0.00% No change 102 $19K
Pacific Center for Financial Services 0.00% No change 99 $19K
Bayban 0.02% — 100 $19K
WFA of San Diego, LLC 0.01% No change 100 $19K
First United Bank & Trust 0.01% No change 100 $19K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $19K
Webster Bank, N. A. 0.00% No change 100 $19K
Financial Management Professionals, Inc. 0.00% Reduce -1.0% 96 $18K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -29.6% 93 $17K
Rossby Financial, LCC 0.01% Reduce -69.0% 92 $17K
Avion Wealth 0.00% Add +27.6% 97 $17K
High Note Wealth, LLC 0.00% Add +21.9% 89 $16K
Physician Wealth Advisors, Inc. 0.00% Reduce -27.7% 81 $15K
Murphy & Mullick Capital Management Corp 0.01% Add +3.9% 80 $15K
Pinnacle Bancorp, Inc. 0.00% No change 80 $15K
Glen Eagle Advisors, LLC 0.00% No change 80 $15K
Westfuller Advisors, LLC 0.01% Add +17.6% 80 $15K
MCF Advisors LLC 0.00% Add +358.8% 78 $14K
Strive Financial Group ,LLC 0.01% — 77 $14K
Wolff Wiese Magana LLC 0.01% No change 76 $14K
Center for Financial Planning, Inc. 0.00% No change 76 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 74 $14K
Financial Network Wealth Advisors LLC 0.01% Add +7.3% 74 $14K
Asset Dedication, LLC 0.00% No change 73 $14K
Atlas Capital Advisors Inc. 0.00% — 73 $14K
Godsey & Gibb, Inc. 0.00% Add +44.0% 72 $13K
Osbon Capital Management LLC 0.01% — 71 $13K
Dynamic Wealth Strategies, LLC 0.01% Add +39.2% 71 $13K
Hollencrest Capital Management 0.00% Add +1.4% 71 $13K
Eq Wealth Advisors, LLC 0.01% New 70 $13K
Howard Hughes Medical Institute 0.01% No change 70 $13K
Private Wealth Management Group, LLC 0.00% Reduce -8.0% 69 $13K
West Branch Capital LLC 0.00% No change 69 $13K
American Wealth Advisors, LLC 0.01% Add +1.5% 69 $13K
GoalVest Advisory LLC 0.00% New 66 $12K
IMG Wealth Management, Inc. 0.01% Add +71.0% 65 $12K
Noble Wealth Management PBC 0.01% New 64 $12K
Legacy Bridge, LLC 0.00% New 63 $12K
Sachetta, LLC 0.01% Add +64.9% 61 $11K
FWL Investment Management, LLC 0.00% New 58 $11K
Kilter Group LLC 0.00% Add +67.7% 57 $11K
Redmont Wealth Advisors LLC 0.02% No change 56 $10K
LOM Asset Management Ltd 0.00% No change 55 $10K
Anfield Capital Management, LLC 0.00% No change 53 $10K
Financial Consulate, Inc. 0.00% Add +92.6% 52 $10K
Kelleher Financial Advisors 0.00% No change 52 $10K
Oakworth Capital, Inc. 0.00% No change 52 $10K
Financial Perspectives, Inc 0.00% No change 52 $10K
Bangor Savings Bank 0.00% No change 50 $9K
Colonial Trust Advisors 0.00% No change 50 $9K
Leonteq Securities AG 0.00% Reduce -55.0% 49 $9K
Aspect Partners, LLC 0.00% Add +11.6% 48 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 48 $9K
Orion Capital Management LLC 0.00% No change 47 $9K
Cornerstone Financial Management LLC 0.01% — 47 $9K
Gold Investment Management Ltd. 0.00% No change 45 $8K
JFS Wealth Advisors, LLC 0.00% No change 44 $8K
Raffa Wealth Management, LLC 0.00% Reduce -63.5% 42 $8K
Dunhill Financial, LLC 0.00% Add +50.0% 42 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 41 $8K
Creative Capital Management Investments LLC 0.00% Add +24.2% 41 $8K
Independence Bank of Kentucky 0.00% Add +64.0% 41 $8K
SouthState Bank Corp 0.00% Reduce -23.1% 40 $7K
Adirondack Trust Co. 0.00% No change 40 $7K
Jessup Wealth Management, Inc 0.00% New 40 $7K
N.E.W. Advisory Services LLC 0.00% No change 40 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 38 $7K
IMA Advisory Services, Inc. 0.00% Add +660.0% 38 $7K
T. Rowe Price Investment Management, Inc. 0.00% No change 37 $7K
American National Bank & Trust 0.00% Add +48.0% 37 $7K
First Command Advisory Services, Inc. 0.00% Add +371.4% 33 $6K
Highline Wealth Partners LLC 0.00% Reduce -99.3% 33 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $6K
Nova Wealth Management, Inc. 0.00% No change 31 $6K
Smallwood Wealth Investment Management, LLC 0.00% No change 30 $6K
Country Trust Bank 0.00% No change 29 $5K
Addison Advisors LLC 0.00% No change 28 $5K
Imprint Wealth LLC 0.02% Reduce -65.0% 28 $5K
Fairman Group, LLC 0.00% New 28 $5K
Transamerica Financial Advisors, LLC 0.00% Reduce -12.5% 28 $5K
Strategic Investment Solutions, Inc. 0.00% No change 27 $5K
Principia Wealth Advisory, LLC 0.00% Add +12.5% 27 $5K
Prestige Wealth Management Group LLC 0.00% Reduce -99.4% 27 $5K
AlphaQuest LLC 0.00% Reduce -98.9% 26 $5K
CBIZ Investment Advisory Services, LLC 0.00% No change 26 $5K
Crews Bank & Trust 0.00% New 25 $5K
POM Investment Strategies, LLC 0.00% New 23 $4K
Red Tortoise LLC 0.00% No change 23 $4K
HM Payson & Co. 0.00% No change 22 $4K
Turning Point Benefit Group, Inc. 0.00% Add +633.3% 22 $4K
Archer Investment Corp 0.00% No change 22 $4K
Groesbeck Investment Management Corp. 0.01% New 20 $4K
Clayton Financial Group LLC 0.00% New 20 $4K
Strategic Wealth Partners, Ltd. 0.00% Reduce -65.5% 20 $4K
Davis Capital Management 0.00% No change 19 $4K
Private Wealth Asset Management, LLC 0.00% No change 18 $3K
McIlrath & Eck, LLC 0.00% No change 18 $3K
Costello Asset Management, INC 0.00% No change 17 $3K
Bare Financial Services, Inc 0.00% No change 17 $3K
Darwin Wealth Management, LLC 0.00% No change 17 $3K
Medallion Wealth Advisors, LLC 0.00% No change 17 $3K
Retirement Wealth Solutions LLC 0.00% Add +6.3% 17 $3K
IFC & Insurance Marketing, Inc. 0.00% — 18 $3K
Motiv8 Investments LLC 0.00% New 14 $3K
Horizon Financial Services, LLC 0.00% Add +33.3% 16 $3K
S&T Bank 0.00% Reduce -40.7% 16 $3K
Crewe Advisors LLC 0.00% New 16 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 15 $3K
Clark Wealth Partners 0.00% No change 15 $3K
Nemes Rush Group LLC 0.00% New 15 $3K
Caldwell Trust Co 0.00% No change 15 $3K
Wealth Watch Advisors, INC 0.00% No change 13 $2K
SJS Investment Consulting Inc. 0.00% New 12 $2K
Gilpin Wealth Management, LLC 0.00% — 12 $2K
Nvwm, LLC 0.00% Add +20.0% 12 $2K
Alerus Financial NA 0.00% No change 12 $2K
RMG Wealth Management LLC 0.00% New 11 $2K
Rialto Wealth Management, LLC 0.00% Reduce -26.7% 11 $2K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -53.3% 14 $2K
Quaker Wealth Management, LLC 0.00% Add +11.1% 10 $2K
Princeton Global Asset Management LLC 0.00% No change 10 $2K
American Capital Advisory, LLC 0.00% Add +60.0% 8 $1K
Elevated Capital Advisors, LLC 0.00% New 8 $1K
Mascoma Wealth Management LLC 0.00% New 7 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 5 $957
Copia Wealth Management 0.00% No change 5 $926
Signature Resources Capital Management, LLC 0.00% New 5 $926
Optima Capital LLC 0.00% New 4 $740
Breakwater Investment Management 0.00% No change 3 $556
Toth Financial Advisory Corp. 0.00% New 3 $556
Ameriflex Group, Inc. 0.00% Reduce -50.0% 3 $555
Luken Investment Analytics, LLC 0.00% New 3 $555
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $382
Union Bancaire Privee, UBP SA 0.00% Add +22.6% 39,366 $374
Arcadia Investment Management Corp. 0.00% New 2 $371
Godfrey Financial Associates, Inc. 0.00% — 2 $370
NorthAvenue LLC 0.00% — 1 $186
Redwood Park Advisors LLC 0.00% No change 1 $186
ROSS\JOHNSON & Associates LLC 0.00% No change 1 $185
United Financial Planning Group LLC 0.00% New 1 $185
Stone House Investment Management, LLC 0.00% New 1 $185
Kingdom Financial Group LLC. 0.00% New 1 $164

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