Simon Property GroupSPG

13F holders, Q1 2026 (March 31)
1,312holders +22
102new positions
80sold out
9famous investors
$186.43avg. 13F price*

At the end of Q1 2026, 1,312 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 22 from Q4 2025. 102 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($6.9B), Vanguard Portfolio Management LLC ($4.3B) and State Street Corp. ($3.9B). 9 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions102$428.7M
Exits80$174.9M

All 13F filers, Q4 2025 → Q1 2026: 15,560,237 shares bought and 10,540,082 shares sold, net +5,020,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,312 holders

BlackRock, Inc. 0.12% Reduce -1.2% 36,813,649 $6.9B
Vanguard Portfolio Management LLC 0.23% — 23,098,132 $4.3B
State Street Corp. 0.14% Reduce -2.6% 20,931,309 $3.9B
Vanguard Capital Management LLC 0.09% — 20,573,701 $3.8B
Geode Capital Management, LLC 0.13% Add +2.4% 10,825,713 $2.0B
Wellington Management Group LLP 0.32% Add +15.2% 9,147,616 $1.7B
Capital World Investors 0.23% Add +5.1% 9,050,315 $1.7B
Bank of America Corp. 0.12% Add +6.1% 8,503,133 $1.6B
Cohen & Steers, Inc. 1.91% Reduce -7.6% 5,882,007 $1.1B
JPMorgan Chase & Co. 0.07% Reduce -10.2% 5,672,420 $1.0B
Morgan Stanley 0.06% Reduce -0.0% 5,421,797 $1.0B
FMR LLC 0.05% Add +127.3% 5,035,084 $939.2M
Northern Trust Corp. 0.12% Reduce -1.2% 5,002,392 $933.1M
Dimensional Fund Advisors LP 0.18% Add +2.3% 4,606,481 $859.2M
Charles Schwab Investment Management Inc. 0.12% Add +0.7% 4,272,265 $796.9M
Legal & General Group Plc 0.16% Reduce -2.5% 3,689,236 $688.2M
T. Rowe Price Associates Inc. 0.08% Reduce -0.4% 3,571,462 $666.2M
Goldman Sachs Group Inc. 0.08% Add +39.8% 3,406,548 $635.4M
Invesco Ltd. 0.06% Reduce -2.2% 3,241,968 $604.7M
Nuveen, LLC 0.15% Reduce -22.4% 2,872,728 $535.8M
Principal Financial Group Inc. 0.26% Reduce -9.2% 2,595,216 $484.1M
Deutsche Bank AG 0.15% Reduce -6.7% 2,445,544 $456.2M
Boston Partners 0.45% Reduce -4.2% 2,302,071 $429.4M
Canada Pension Plan Investment Board 0.27% Add +117.0% 2,208,113 $411.9M
Bank of New York Mellon Corp 0.07% Reduce -1.9% 2,079,177 $387.8M
Resolution Capital Ltd 7.84% Reduce -1.4% 1,998,411 $372.8M
Amundi 0.10% Add +19.0% 1,990,741 $371.3M
Vanguard Fiduciary Trust Co. 0.09% — 1,827,056 $340.8M
Royal Bank of Canada 0.06% Add +0.2% 1,689,330 $315.1M
Daiwa Securities Group Inc. 0.85% Reduce -3.0% 1,578,080 $294.4M
Smead Capital Management, Inc. 6.34% Reduce -12.9% 1,559,860 $291.0M
Prudential Financial Inc. 0.35% Add +10.1% 1,543,083 $287.8M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -0.3% 1,513,071 $282.2M
UBS Group AG 0.05% Add +4.2% 1,447,258 $270.0M
Centersquare Investment Management LLC 2.70% Reduce -8.6% 1,400,195 $261.2M
Ameriprise Financial Inc. 0.06% Reduce -21.3% 1,361,112 $252.1M
HSBC Holdings PLC 0.14% Add +2.9% 1,280,948 $238.9M
National Pension Service 0.17% Reduce -5.3% 1,213,342 $226.3M
CBRE Investment Management Listed Real Assets LLC 3.35% Reduce -6.2% 1,209,585 $225.6M
Citadel Advisors 0.15% Reduce -1.1% 1,138,497 $212.4M
Caisse de depot et placement du Quebec 0.32% Add +64.4% 1,074,449 $200.4M
HighTower Advisors, LLC 0.21% Reduce -7.4% 1,066,090 $198.9M
Massachusetts Financial Services Co. 0.06% Reduce -2.2% 972,504 $193.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +6.8% 1,001,795 $186.9M
Swiss National Bank 0.10% Add +7.1% 958,127 $178.7M
CANADA LIFE ASSURANCE Co 0.32% Add +0.4% 949,568 $177.6M
Russell Investments Group, Ltd. 0.19% Reduce -5.4% 931,496 $173.5M
Allianz Asset Management GmbH 0.20% Add +28.6% 906,444 $169.1M
Hamlin Capital Management, LLC 4.04% Reduce -0.8% 897,986 $167.5M
APG Asset Management US Inc. 1.28% Add +34.3% 880,641 $165.6M
Duff & Phelps Investment Management Co. 1.68% Reduce -1.2% 867,361 $161.8M
KBC Group NV 0.39% Reduce -6.9% 840,002 $156.7M
Bank of Montreal 0.06% Add +14.1% 827,925 $154.4M
Capital Research Global Investors 0.02% New 826,812 $154.2M
Schroder Investment Management Group 0.13% Reduce -11.1% 823,874 $153.7M
Barclays PLC 0.05% Reduce -22.2% 795,190 $148.3M
Bessemer Group Inc. 0.23% Add +25.4% 768,235 $143.3M
Sei Investments Co. 0.13% Add +2.9% 736,026 $137.3M
Alliancebernstein L.P. 0.04% Reduce -4.8% 731,017 $135.3M
Millennium Management 0.11% Add +113.8% 723,012 $134.9M
Vanguard Global Advisers, LLC 0.07% — 711,224 $132.7M
Panagora Asset Management Inc. 0.49% Reduce -26.8% 699,006 $130.4M
Aberdeen Group plc 0.20% Add +0.4% 672,353 $125.4M
Wells Fargo & Company 0.02% Reduce -5.0% 665,938 $124.2M
Rhumbline Advisers 0.11% Add +2.1% 663,175 $123.7M
PGGM Investments 2.09% Reduce -18.7% 638,078 $119.0M
BNP Paribas Financial Markets 0.08% Add +19.7% 622,970 $116.2M
Citigroup Inc. 0.07% Add +2.7% 621,101 $115.9M
Nomura Asset Management Co. Ltd. 0.30% Add +2.6% 620,632 $115.8M
Asset Management One Co., Ltd. 0.33% Reduce -1.5% 600,575 $112.0M
Raymond James Financial Inc. 0.03% Add +3.2% 590,537 $110.1M
Victory Capital Management Inc. 0.07% Add +0.7% 576,903 $107.6M
California Public Employees Retirement System 0.07% Reduce -1.1% 573,005 $106.9M
Lasalle Investment Management Securities LLC 4.18% Add +6.4% 567,093 $105.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% — 562,902 $105.0M
California State Teachers Retirement System 0.10% Reduce -2.4% 516,460 $96.3M
Public Employees Retirement System of Ohio 0.29% Reduce -19.3% 483,798 $90.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.65% Add +9.8% 466,230 $87.0M
Adelante Capital Management LLC 5.73% Reduce -7.0% 449,333 $83.8M
Nomura Asset Management International Inc. 0.14% Reduce -26.6% 447,492 $83.5M
Worldquant Millennium Advisors LLC 0.32% Reduce -37.5% 445,178 $83.0M
American Century Companies Inc. 0.04% Reduce -16.1% 437,528 $81.6M
Bbfit Investments Pte Ltd. 9.58% No change 432,500 $80.7M
AQR Capital Management 0.04% Reduce -32.8% 432,242 $79.5M
Capital Advisors Inc. 1.25% Add +2.1% 415,211 $77.4M
Alyeska Investment Group, L.P. 0.22% Add +226.4% 412,169 $76.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -29.8% 411,845 $76.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -5.5% 392,538 $73.2M
Franklin Resources Inc. 0.02% Reduce -8.3% 391,529 $73.0M
Aew Capital Management L P 5.23% Reduce -12.0% 386,175 $72.0M
Vanguard Investments Australia, Ltd. 0.20% — 378,320 $70.6M
Neuberger Berman Group LLC 0.05% Reduce -1.8% 372,641 $69.5M
STRS Ohio 0.27% Reduce -1.9% 370,703 $69.1M
Stifel Financial Corp. 0.06% Reduce -1.7% 352,964 $65.8M
Treasurer of the State of North Carolina 0.21% Add +7.2% 350,993 $65.5M
Lazard Asset Management LLC 0.11% Add +132.0% 344,635 $64.3M
Ensign Peak Advisors, Inc 0.12% No change 342,012 $63.8M
Janus Henderson Group PLC 0.03% Add +535.0% 338,772 $63.2M
Artemis Investment Management LLP 0.66% New 334,941 $62.5M
Heitman Real Estate Securities LLC 4.42% Reduce -8.9% 329,763 $61.5M
Mitsubishi UFJ Trust & Banking Corp 0.15% Add +4.4% 325,867 $60.8M
Envestnet Asset Management Inc. 0.02% Add +18.6% 325,424 $60.7M
Marshall Wace, LLP 0.06% Add +6.3% 321,016 $59.9M
Storebrand Asset Management As 0.17% Add +3.0% 318,650 $59.4M
LPL Financial LLC 0.02% Reduce -2.8% 316,219 $59.0M
FIL Ltd 0.04% Add +10.7% 305,662 $57.0M
Macquarie Group Ltd. 0.34% Reduce -7.6% 304,644 $56.8M
PNC Financial Services Group, Inc. 0.03% Reduce -1.4% 297,296 $55.5M
Susquehanna Portfolio Strategies, LLC 0.82% No change 296,689 $55.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +2.4% 294,387 $54.9M
New York State Teachers Retirement System 0.11% Reduce -0.3% 289,059 $53.9M
State of Tennessee, Department of Treasury 0.18% Add +3.7% 282,244 $52.6M
PFA Pension, Forsikringsaktieselskab 0.16% Add +87.1% 282,001 $52.6M
Credit Agricole S A 0.17% Reduce -16.2% 281,135 $52.4M
State Board of Administration of Florida Retirement System 0.10% Reduce -1.7% 280,389 $52.3M
Aviva PLC 0.08% Add +3.3% 269,139 $50.2M
State of New Jersey Common Pension Fund D 0.18% No change 256,487 $47.8M
Clark Capital Management Group, Inc. 0.29% Add +1.7% 253,579 $47.3M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +386.3% 252,426 $47.1M
DekaBank Deutsche Girozentrale 0.08% No change 253,389 $47.0M
Retirement Systems of Alabama 0.16% Reduce -0.6% 250,425 $46.7M
Natixis Advisors, LLC 0.06% Add +3.6% 246,323 $45.9M
Manufacturers Life Insurance Company, The 0.04% Add +1.1% 245,639 $45.8M
Analyst IMS Investment Management Services Ltd. 1.37% Add +0.0% 242,884 $45.3M
Teacher Retirement System of Texas 0.19% Add +60.9% 239,316 $44.6M
TD Asset Management Inc 0.03% Add +48.0% 227,415 $42.4M
SG Americas Securities, LLC 0.05% Add +12.9% 223,593 $41.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Add +22.6% 223,079 $41.6M
Land & Buildings Investment Management, LLC 6.86% Add +29.8% 217,466 $40.6M
Royal London Asset Management Ltd. 0.08% Add +0.1% 213,121 $39.8M
Van Eck Associates Corp. 0.03% Add +13.6% 208,361 $38.9M
Voya Investment Management LLC 0.05% Add +4.8% 207,523 $38.7M
New York State Common Retirement Fund 0.05% Reduce -0.2% 205,763 $38.4M
CORDA Investment Management, LLC. 2.59% Reduce -2.1% 201,122 $37.5M
Janney Montgomery Scott LLC 0.09% Add +58.3% 200,271 $37.4M
KLP Kapitalforvaltning As 0.15% Add +5.3% 198,942 $37.1M
Danske Bank A/S 0.09% Add +1.7% 197,321 $36.8M
Uniplan Investment Counsel, Inc. 3.89% Reduce -13.9% 196,642 $36.7M
State of Alaska, Department of Revenue 0.39% Add +1.5% 195,209 $36.4M
Resona Asset Management Co.,Ltd. 0.18% Add +3.2% 196,311 $36.0M
Quantinno Capital Management LP 0.06% Add +16.2% 192,863 $36.0M
Fort Washington Investment Advisors Inc. 0.20% Add +4.0% 190,359 $35.5M
Douglas Lane & Associates, LLC 0.51% Reduce -5.0% 189,431 $35.3M
SEB Asset Management AB 0.15% — 184,200 $34.4M
Swedbank AB 0.04% Add +0.5% 181,754 $33.9M
Minneapolis Portfolio Management Group, LLC 3.49% Reduce -1.4% 176,090 $32.8M
State of Wisconsin Investment Board 0.07% Add +3.4% 174,823 $32.6M
Apollo Management Holdings, L.P. 0.61% No change 169,000 $31.5M
Baron Capital (BAMCO) 0.09% Reduce -34.3% 166,058 $31.0M
National Bank of Canada 0.03% Add +7.8% 162,935 $30.4M
Pictet Asset Management Holding SA 0.03% Add +3.1% 160,809 $30.0M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -3.2% 160,478 $29.9M
Robeco Institutional Asset Management B.V. 0.04% Reduce -60.4% 158,790 $29.6M
Handelsbanken Fonder AB 0.10% Add +2.4% 156,373 $29.2M
Natixis 0.12% Add +176.1% 154,808 $28.9M
Cibc World Market Inc. 0.05% Reduce -15.7% 153,260 $28.6M
CIBC Bancorp USA Inc. 0.04% — 152,938 $28.5M
Adage Capital Partners Gp, L.L.C. 0.04% Add +20.9% 151,363 $28.2M
Weiss Asset Management LP 0.73% New 151,181 $28.2M
First Trust Advisors LP 0.02% Reduce -10.0% 147,036 $27.4M
Nisa Investment Advisors, LLC 0.10% Reduce -8.7% 146,471 $27.3M
APG Asset Management N.V. 0.09% Reduce -11.4% 167,645 $27.1M
Korea Investment CORP 0.06% Reduce -39.8% 145,045 $27.1M
Focus Partners Wealth 0.03% Reduce -4.9% 144,210 $26.9M
Van Lanschot Kempen Investment Management N.V. 0.23% Add +14.7% 143,225 $26.7M
Mercer Global Advisors Inc. 0.04% Reduce -26.3% 142,412 $26.6M
Arbejdsmarkedets Tillaegspension 0.66% Add +10.6% 142,125 $26.5M
Arrowstreet Capital, Limited Partnership 0.01% New 138,126 $25.8M
Brookfield Corp 0.03% Reduce -5.0% 137,654 $25.7M
Prana Capital Management, LP 0.76% Add +34.5% 132,995 $24.8M
Rockefeller Capital Management L.P. 0.04% Add +1.4% 132,899 $24.8M
Tudor Investment Corporation 0.13% Add +6837.2% 129,240 $24.1M
Sound Income Strategies, LLC 1.15% Reduce -0.7% 126,635 $23.8M
Factory Mutual Insurance Co. 0.27% Add +0.2% 127,592 $23.8M
Vert Asset Management LLC 7.51% Add +5.0% 126,791 $23.7M
Pacific Heights Asset Management LLC 0.78% No change 125,000 $23.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +2.2% 122,912 $22.9M
QRG Capital Management, Inc. 0.24% Add +2.2% 122,633 $22.9M
Creative Planning 0.02% Reduce -3.9% 121,649 $22.7M
IFM Investors Pty Ltd 0.19% Add +3.2% 121,239 $22.6M
Sapient Capital LLC 0.31% Add +1.1% 111,276 $20.8M
CSM Advisors, LLC 0.51% Reduce -25.4% 110,181 $20.6M
1832 Asset Management L.P. 0.03% Add +775.5% 108,732 $20.3M
Hazelview Securities Inc. 3.73% Reduce -37.6% 107,424 $20.0M
Tredje AP-fonden 0.11% New 104,391 $19.5M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Add +0.1% 104,133 $19.4M
Jones Financial Companies LLLP 0.01% Add +34.0% 105,706 $19.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +73.6% 103,217 $19.3M
NEOS Investment Management LLC 0.10% Add +12.0% 103,039 $19.2M
Andra AP-fonden 0.23% Add +244.3% 101,562 $18.9M
Capitolis Liquid Global Markets LLC 0.12% — 99,928 $18.6M
State of Michigan Retirement System 0.10% Reduce -0.6% 99,849 $18.6M
Bokf, NA 0.28% Reduce -6.3% 99,343 $18.5M
Empowered Funds, LLC 0.12% New 99,246 $18.5M
Allspring Global Investments Holdings, LLC 0.03% Add +3.3% 97,715 $18.4M
Thrivent Financial for Lutherans 0.04% Add +0.7% 98,103 $18.3M
Metis Global Partners, LLC 0.45% Add +7.5% 97,440 $18.2M
Toronto Dominion Bank 0.03% Reduce -76.9% 96,250 $18.0M
Kepler Cheuvreux (Suisse) SA 1.19% Reduce -18.9% 96,168 $17.9M
UniSuper Management Pty Ltd 0.12% Add +1.3% 96,015 $17.9M
Nissay Asset Management Corp. /Japan 0.09% Add +2.4% 93,781 $17.5M
Public Sector Pension Investment Board 0.05% Add +11.3% 92,541 $17.3M
LBP Am SA 0.24% Reduce -9.1% 92,186 $17.2M
Arizona State Retirement System 0.10% Reduce -2.8% 89,422 $16.7M
Xponance LLC 0.12% Add +9.4% 89,286 $16.7M
Czech National Bank 0.11% Add +2.9% 88,571 $16.5M
MetLife Investment Management, LLC 0.08% Reduce -2.6% 88,415 $16.5M
O'shaughnessy Asset Management, LLC 0.08% Add +20.6% 87,886 $16.4M
MML Investors Services, LLC 0.04% Reduce -4.5% 86,528 $16.1M
Glenmede Trust Co. NA 0.08% Add +0.8% 85,912 $16.0M
LGT Group Foundation 0.19% Add +17.4% 84,125 $15.7M
Varma Mutual Pension Insurance Co 0.09% No change 82,849 $15.5M
Capital International, Inc. 0.12% Add +8.6% 82,243 $15.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +3.5% 81,998 $15.3M
Pinebridge Investments LLC 0.13% Add +1329.5% 81,724 $15.2M
Swiss Life Asset Management Ltd 0.07% Add +175.6% 81,562 $15.2M
Meeder Asset Management Inc. 0.84% Reduce -38.5% 78,469 $14.6M
CIBC Asset Management Inc 0.04% Add +0.9% 78,173 $14.6M
Zurich Insurance Group Ltd 0.11% New 78,125 $14.6M
Payden & Rygel 1.12% No change 77,050 $14.4M
Exchange Traded Concepts, LLC 0.11% Add +3.3% 76,881 $14.3M
Wealthfront Advisers LLC 0.03% Reduce -2.8% 75,987 $14.2M
DNB Asset Management AS 0.05% Add +8.9% 73,375 $13.7M
Banco Santander, S.A. 0.11% Reduce -16.4% 73,366 $13.7M
Biondo Investment Advisors, LLC 1.70% Add +0.8% 71,025 $13.2M
Vestcor Inc 0.36% Add +51.9% 71,017 $13.2M
Federation des caisses Desjardins du Quebec 0.05% Add +29.3% 70,757 $13.2M
Cetera Investment Advisers 0.01% Reduce -4.3% 70,728 $13.2M
Gotham Asset Management 0.04% Add +45.4% 70,384 $13.1M
Edgemoor Investment Advisors, Inc. 1.03% Add +0.1% 69,576 $13.0M
B&I Capital AG 4.40% No change 69,385 $12.9M
Independent Advisor Alliance 0.14% Reduce -8.6% 69,154 $12.9M
Huntington National Bank 0.09% Reduce -1.9% 68,047 $12.7M
USS Investment Management Ltd 0.05% Add +9.2% 67,384 $12.6M
Man Group plc 0.03% Reduce -69.4% 66,048 $12.3M
Verition Fund Management LLC 0.12% Add +231.0% 64,136 $12.0M
ProShare Advisors LLC 0.02% Reduce -8.2% 63,200 $11.8M
Amalgamated Bank 0.09% Reduce -2.1% 61,894 $11.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.33% Reduce -1.2% 60,957 $11.4M
M&T Bank Corp 0.04% Add +0.5% 59,794 $11.2M
US Bancorp \de 0.01% Reduce -4.0% 59,613 $11.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +49.1% 59,566 $11.1M
Mariner, LLC 0.01% Reduce -23.0% 59,479 $11.1M
Staley Capital Advisers Inc. 0.47% Add +23.0% 59,100 $11.0M
Bank of Nova Scotia 0.02% Reduce -12.9% 57,965 $10.8M
Osaic Holdings, Inc. 0.02% Add +19.9% 57,834 $10.8M
Susquehanna International Group, LLP 0.01% Add +6.5% 57,632 $10.8M
Commonwealth Equity Services, LLC 0.01% Reduce -3.0% 57,630 $10.7M
Cerity Partners LLC 0.02% Reduce -7.2% 57,493 $10.7M
Ethic Inc. 0.16% Add +3.4% 56,328 $10.5M
Vanguard Personalized Indexing Management, LLC 0.10% Add +6.8% 54,457 $10.2M
Knights of Columbus Asset Advisors LLC 0.57% Add +3.0% 53,858 $10.0M
New Age Alpha Advisors, LLC 0.46% Reduce -23.9% 52,886 $9.9M
Corient Private Wealth LP 0.01% Reduce -37.4% 53,028 $9.8M
Utah Retirement Systems 0.10% Reduce -1.6% 52,665 $9.8M
Davis Selected Advisers 0.04% Reduce -23.8% 50,458 $9.4M
Allianz SE 0.10% No change 50,278 $9.4M
Easterly Investment Partners LLC 0.71% New 50,800 $9.3M
Police & Firemen's Retirement System of New Jersey 0.08% Add +0.3% 49,865 $9.3M
&partners 0.05% Add +5.5% 49,699 $9.3M
Mackenzie Financial Corp. 0.01% Add +35.6% 49,729 $9.3M
Engineers Gate Manager LP 0.12% New 49,575 $9.2M
Union Bancaire Privee, UBP SA 0.13% Add +44.4% 56,862 $9.2M
LGT Fund Management Co Ltd. 0.40% New 49,321 $9.2M
Nicholas Investment Partners, LP 0.75% No change 49,290 $9.2M
Tidal Investments LLC 0.03% Add +58.6% 48,676 $9.1M
Inspire Investing, LLC 0.53% Add +42.8% 48,494 $9.0M
Allstate Corp. 0.10% Add +14.1% 48,037 $9.0M
D. E. Shaw & Co. 0.01% Add +9.7% 47,315 $8.8M
Rakuten Investment Management, Inc. 0.02% Add +12.5% 48,327 $8.8M
Kingsview Wealth Management, LLC 0.12% Add +10.6% 46,794 $8.7M
Bogart Wealth, LLC 0.33% Add +1.5% 46,264 $8.6M
Y-Intercept (Hong Kong) Ltd 0.16% Add +134.6% 46,075 $8.6M
Groupe la Francaise 0.12% Add +8.6% 45,976 $8.6M
Pathstone Holdings, LLC 0.03% Add +1.9% 45,468 $8.5M
New York Life Investment Management LLC 0.07% Add +0.9% 45,215 $8.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -22.3% 44,996 $8.4M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Add +0.2% 44,888 $8.4M
Sterling Capital Management LLC 0.16% Reduce -7.5% 44,850 $8.4M
Yousif Capital Management, LLC 0.10% Reduce -3.5% 44,765 $8.3M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Add +205.2% 43,992 $8.2M
Kestra Advisory Services, LLC 0.03% Reduce -2.8% 43,635 $8.1M
Waters Parkerson & Co., LLC 0.42% Reduce -1.3% 43,585 $8.1M
GSI Capital Advisors LLC 4.39% Reduce -0.4% 43,386 $8.1M
ASR Vermogensbeheer N.V. 0.09% Add +1.9% 43,278 $8.1M
Pensionfund PDN 4.59% Add +7.6% 42,508 $7.9M
Greystone Financial Group, LLC 2.22% Reduce -39.4% 41,995 $7.8M
Beacon Pointe Advisors, LLC 0.04% Add +40.7% 41,486 $7.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.0% 41,410 $7.7M
Ilmarinen Mutual Pension Insurance Co 0.06% Add +37.5% 41,403 $7.7M
Prudential PLC 0.06% Add +9.2% 40,418 $7.5M
Truist Financial Corp. 0.01% Reduce -1.2% 40,402 $7.5M
Oliver Luxxe Assets LLC 1.12% Add +1.0% 40,091 $7.5M
Hudson Edge Investment Partners Inc. 1.09% Reduce -1.9% 39,981 $7.5M
Alpha Omega Wealth Management LLC 1.20% Reduce -0.2% 39,834 $7.4M
Everett Harris & Co. 0.09% Reduce -0.2% 39,303 $7.3M
Winslow Asset Management Inc. 1.41% Reduce -2.8% 38,809 $7.2M
Baird Financial Group, Inc. 0.01% Add +10.2% 38,452 $7.2M
Acadian Asset Management LLC 0.01% Reduce -71.9% 38,230 $7.1M
Loomis Sayles & Co. L P 0.01% Reduce -19.7% 37,607 $7.0M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.3% 37,230 $6.9M
NewEdge Advisors, LLC 0.02% Reduce -0.3% 36,507 $6.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.0% 36,363 $6.8M
AIA Group Ltd 0.10% New 36,000 $6.7M
Adams Diversified Equity Fund, Inc. 0.24% New 35,900 $6.7M
Norinchukin Bank, The 0.08% Reduce -1.5% 35,258 $6.6M
MAI Capital Management 0.04% Add +0.7% 34,884 $6.5M
Mutual of America Capital Management LLC 0.07% Reduce -1.3% 34,590 $6.5M
Sanctuary Advisors, LLC 0.03% Add +48.1% 34,533 $6.4M
Fred Alger Management, LLC 0.03% Reduce -0.1% 33,081 $6.4M
Nordea Investment Management AB 0.01% Add +5.3% 34,444 $6.3M
PEAK6 LLC 0.18% New 33,904 $6.3M
Sheets Smith Wealth Management 0.71% Add +3.1% 33,894 $6.3M
Eurizon Capital SGR S.p.A. 0.02% Reduce -13.2% 33,315 $6.2M
Edgar Lomax Co. 0.44% Reduce -28.3% 33,035 $6.2M
D.A. Davidson & Co. 0.04% Add +9.1% 32,846 $6.1M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +21.4% 32,760 $6.1M
OP Asset Management Ltd 0.06% Reduce -7.2% 32,570 $6.1M
Concurrent Investment Advisors, LLC 0.07% Reduce -4.2% 32,069 $6.0M
Triasima Portfolio Management inc. 0.89% New 31,393 $5.9M
CreativeOne Wealth, LLC 0.13% Add +2.8% 31,075 $5.8M
Investment Management Corp of Ontario 0.07% Add +4.0% 31,066 $5.8M
Cornerstone Wealth Group, LLC 0.37% Add +0.9% 27,730 $5.7M
Brown Advisory Inc. 0.01% Reduce -7.0% 30,382 $5.7M
Jamison Private Wealth Management, Inc. 0.71% Add +1.6% 30,376 $5.7M
Summit Trail Advisors, LLC 0.08% Reduce -27.9% 30,279 $5.6M
Riverview Capital Advisers, LLC 1.84% Reduce -43.2% 29,525 $5.5M
Legacy Financial Independent Advisors LLC 2.84% — 29,236 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -11.9% 30,171 $5.4M
Crossmark Global Holdings, Inc. 0.08% Reduce -1.2% 29,042 $5.4M
Vanderbilt University 1.02% Add +1.5% 28,903 $5.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.4% 28,513 $5.3M
Avanza Fonder AB 0.15% No change 28,440 $5.3M
Waterloo Capital, L.P. 0.37% Add +23.7% 28,237 $5.3M
Oppenheimer & Co. Inc. 0.06% Reduce -1.2% 28,104 $5.2M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -2.7% 27,795 $5.2M
Rafferty Asset Management, LLC 0.02% Reduce -26.9% 27,791 $5.2M
Truvestments Capital LLC 0.93% Reduce -2.3% 27,567 $5.1M
Captrust Financial Advisors 0.01% Add +19.0% 27,396 $5.1M
Naviter Wealth, LLC 0.63% Add +11.6% 27,211 $5.1M
Hamilton Capital Partners Inc. 0.17% Add +10.2% 27,072 $5.0M
Integrated Advisors Network LLC 0.26% Add +38.7% 26,651 $5.0M
Bruni J V & Co. 0.52% Reduce -3.5% 26,475 $4.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +397.1% 26,350 $4.9M
Soltis Investment Advisors LLC 0.32% Add +5.0% 26,335 $4.9M
Anson Funds Management LP 0.65% New 26,100 $4.9M
CI Investments Inc. 0.02% Reduce -0.3% 25,913 $4.8M
Gulf International Bank (UK) Ltd 0.11% Add +52.0% 25,268 $4.7M
Private Advisor Group, LLC 0.02% Reduce -16.0% 24,896 $4.6M
Federated Hermes, Inc. 0.01% Reduce -62.4% 24,187 $4.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.24% No change 24,102 $4.5M
Teachers Retirement System of the State of Kentucky 0.03% No change 24,010 $4.5M
Rwa Wealth Partners, LLC 0.05% Reduce -3.3% 23,818 $4.4M
Venture Visionary Partners LLC 0.15% Add +2.9% 23,687 $4.4M
Brookstone Capital Management 0.05% Reduce -0.7% 23,555 $4.4M
Vertrix Wealth Management, LLC 1.60% — 23,335 $4.4M
Fiduciary Group, LLC 0.37% Reduce -0.7% 23,115 $4.3M
Advisory Services Network, LLC 0.06% Reduce -7.5% 22,932 $4.3M
Vident Advisory, LLC 0.04% Reduce -22.8% 22,850 $4.3M
J. Safra Sarasin Holding AG 0.07% Add +317.7% 22,664 $4.2M
Horizon Investments, LLC 0.05% Reduce -21.1% 22,466 $4.2M
Edgestream Partners, L.P. 0.14% Reduce -48.6% 22,429 $4.2M
Cwm, LLC 0.01% Reduce -1.0% 22,262 $4.2M
Benson Wealth Management INC 5.64% Reduce -2.3% 22,093 $4.1M
SAM Advisors, LLC 1.29% Add +1.3% 22,016 $4.1M
Oak Thistle LLC 0.39% Add +301.4% 21,795 $4.1M
Yarbrough Capital, LLC 0.14% No change 21,500 $4.0M
Burney Co./ 0.13% Reduce -13.9% 21,432 $4.0M
Quantbot Technologies LP 0.16% Add +232.6% 21,405 $4.0M
Blue Sparrow, LLC 0.07% New 21,260 $4.0M
McGinn Penninger Investment Management, Inc. 2.59% Reduce -6.4% 21,212 $4.0M
Two Sigma Investments, LP 0.00% New 21,102 $3.9M
Atria Investments, Inc 0.04% Reduce -3.1% 20,977 $3.9M
Kentucky Retirement Systems 0.29% Add +26.0% 25,621 $3.9M
W.G. Shaheen & Associates DBA Whitney & Co 0.32% Reduce -1.9% 20,849 $3.9M
OMERS ADMINISTRATION Corp 0.02% Add +50.2% 20,432 $3.8M
MidFirst Bank 0.31% Add +8.8% 20,338 $3.8M
Del-Sette Capital Management, LLC 2.26% Add +7.2% 20,225 $3.8M
Prospera Financial Services Inc 0.06% Reduce -4.2% 20,034 $3.7M
Pensionfund Sabic 4.50% Add +7.0% 20,006 $3.7M
Mizuho Securities USA LLC 0.09% Reduce -17.3% 19,661 $3.7M
GeoWealth Management, LLC 0.13% Reduce -6.8% 19,624 $3.7M
Allworth Financial LP 0.01% Reduce -5.8% 19,609 $3.7M
Commerce Bank 0.02% Reduce -9.6% 19,601 $3.7M
Peapack Gladstone Financial Corp. 0.05% Add +10.7% 19,600 $3.7M
Park Avenue Securities LLC 0.03% Reduce -1.4% 19,574 $3.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +154.7% 19,456 $3.6M
DRW Securities, LLC 0.19% New 19,146 $3.6M
Equitable Holdings, Inc. 0.02% Add +8.0% 19,213 $3.6M
Blair William & Co. 0.01% Add +16.0% 19,026 $3.5M
Fifth Third Bancorp 0.01% Reduce -2.7% 18,636 $3.5M
Hartford Investment Management Co. 0.11% Reduce -1.5% 18,517 $3.5M
New Insight Wealth Advisors 1.19% Reduce -9.0% 17,768 $3.3M
Modern Wealth Management, LLC 0.06% Reduce -8.3% 17,495 $3.3M
J. Goldman & Co LP 0.15% New 17,500 $3.3M
Lido Advisors, LLC 0.01% Add +1.8% 17,417 $3.2M
Schonfeld Strategic Advisors LLC 0.03% Add +1120.7% 17,297 $3.2M
Spirit of America Management Corp. 0.62% No change 16,850 $3.1M
Fideuram Asset Management (Ireland) dac 0.40% Add +37.2% 17,107 $3.1M
Nomura Holdings Inc. 0.03% Add +5.0% 16,753 $3.1M
Louisiana State Employees Retirement System 0.05% Reduce -0.6% 16,600 $3.1M
Alpine Woods Capital Investors, LLC 0.74% Add +24.6% 16,470 $3.1M
Maryland State Retirement & Pension System 0.06% No change 16,325 $3.0M
Pacer Advisors, Inc. 0.01% Reduce -36.7% 16,265 $3.0M
iA Global Asset Management Inc. 0.04% Reduce -2.2% 16,243 $3.0M
Choreo, LLC 0.04% Add +0.7% 16,183 $3.0M
OpenArc Corporate Advisory, LLC 0.04% Add +1.8% 16,015 $3.0M
Canada Post Corp Registered Pension Plan 0.12% Reduce -3.0% 15,774 $2.9M
Evolve Private Wealth, LLC 0.16% Reduce -0.3% 15,754 $2.9M
Summit Financial, LLC 0.04% Add +324.5% 15,604 $2.9M
Bayhunt Capital LLC 2.75% Reduce -77.2% 15,696 $2.9M
Westpac Banking Corp. 0.20% Reduce -4.6% 15,460 $2.9M
DoubleLine ETF Adviser LP 1.10% Reduce -23.8% 15,439 $2.9M
Lodestone Wealth Management LLC 1.14% Add +0.1% 15,408 $2.9M
HUB Investment Partners, LLC 0.07% Add +0.6% 15,384 $2.9M
Braeburn Wealth Management LLC 1.63% No change 15,271 $2.8M
New Mexico Educational Retirement Board 0.09% No change 15,095 $2.8M
Slagle Financial, LLC 0.93% Add +3.9% 15,027 $2.8M
BDF-Gestion 0.37% Reduce -25.0% 15,021 $2.8M
Financial Management Network Inc. 0.43% Reduce -2.8% 14,076 $2.8M
U S Wealth Group, Llc. 1.88% Reduce -0.8% 14,948 $2.8M
Oddo BHF Asset Management Sas 0.11% Add +4.8% 14,894 $2.8M
AG2R La Mondiale Gestion D'actifs 0.13% Add +0.1% 14,889 $2.8M
LMR Partners LLP 0.03% Add +264.6% 14,722 $2.7M
XTX Topco Ltd 0.05% Add +1143.7% 14,700 $2.7M
United Capital Financial Advisors, LLC 0.02% Add +4.1% 14,532 $2.7M
Inspire Trust Co, N.A. 0.42% Reduce -6.5% 14,500 $2.7M
Tocqueville Asset Management L.P. 0.04% Reduce -5.2% 14,338 $2.7M
Composition Wealth, LLC 0.04% Reduce -0.8% 14,283 $2.7M
Guggenheim Capital LLC 0.02% Add +26.7% 14,258 $2.7M
Stamos Capital Partners, L.P. 0.41% Reduce -5.5% 14,209 $2.7M
Erste Asset Management GmbH 0.02% Reduce -9.0% 14,232 $2.6M
LSV Asset Management 0.01% Add +0.5% 13,895 $2.6M
Cantor Fitzgerald Investment Advisors L.P. 0.19% Reduce -15.7% 13,879 $2.6M
Foundations Investment Advisors, LLC 0.03% Reduce -29.4% 13,868 $2.6M
Intech Investment Management LLC 0.03% Reduce -0.6% 13,662 $2.5M
Donoghue Forlines LLC 0.70% Reduce -35.2% 13,474 $2.5M
Hudson Canyon Capital Management 1.53% Reduce -0.6% 13,421 $2.5M
Kestra Private Wealth Services, LLC 0.03% Add +1.8% 13,387 $2.5M
Capital Fund Management S.A. 0.02% Reduce -81.8% 13,351 $2.5M
TCW Group Inc. 0.02% Add +102.9% 13,347 $2.5M
MUFG Securities EMEA plc 0.04% Reduce -0.5% 13,333 $2.5M
Cunning Capital Partners, LP 1.25% No change 13,189 $2.5M
Caprock Group, LLC 0.06% Reduce -19.5% 13,127 $2.4M
Agf Management Ltd. 0.01% Add +7.3% 13,062 $2.4M
Cresset Asset Management, LLC 0.01% Add +1.1% 13,061 $2.4M
Fortem Financial Group, LLC 0.61% Add +6.5% 13,011 $2.4M
Adell Harriman & Carpenter Inc. 0.15% Reduce -4.2% 12,893 $2.4M
Sigma Planning Corp 0.07% Add +4.6% 12,822 $2.4M
Woodline Partners LP 0.01% Reduce -77.1% 12,733 $2.4M
Daiichi Life Insurance Co., Ltd. 0.07% Add +2.9% 12,731 $2.4M
Merit Financial Group, LLC 0.02% Add +21.4% 12,692 $2.4M
Plato Investment Management Ltd 0.16% Reduce -8.1% 12,683 $2.4M
Red Cedar Investment Management, LLC 0.25% Reduce -0.5% 12,685 $2.4M
Tower Bridge Advisors 0.23% Add +0.4% 12,675 $2.4M
Carret Asset Management, LLC 0.23% Reduce -1.7% 12,653 $2.4M
Cascade Investment Group, Inc. 1.55% Reduce -3.6% 12,625 $2.4M
Cim, LLC 0.34% Add +0.0% 12,594 $2.3M
Abn Amro Investment Solutions 0.03% New 12,553 $2.3M
Steward Partners Investment Advisory, LLC 0.01% Add +4.8% 12,545 $2.3M
Diversify Wealth Management, LLC 0.04% Add +244.2% 11,469 $2.3M
Tower Research Capital LLC (TRC) 0.06% Add +34.7% 12,259 $2.3M
CCM Investment Advisers LLC 0.22% No change 12,120 $2.3M
M&G PLC 0.01% Add +0.6% 12,066 $2.3M
Pasadena Private Wealth, LLC 0.31% Add +0.2% 12,063 $2.3M
Saudi Central Bank 0.05% New 12,050 $2.2M
BLI - Banque de Luxembourg Investments 0.07% No change 12,100 $2.2M
Jaffetilchin Investment Partners, LLC 0.13% Reduce -0.4% 11,905 $2.2M
Signet Financial Management, LLC 0.25% Reduce -0.9% 11,888 $2.2M
Candriam S.C.A. 0.01% Add +1.2% 11,835 $2.2M
Assetmark, Inc. 0.00% Reduce -10.2% 11,758 $2.2M
Wellington Shields Capital Management, LLC 0.33% Reduce -0.2% 11,655 $2.2M
Redmond Asset Management, LLC 0.59% Reduce -19.8% 11,585 $2.2M
Presima Securities ULC 1.20% No change 11,492 $2.1M
BCGM Wealth Management, LLC 0.53% Add +5.1% 11,354 $2.1M
Callan Family Office, LLC 0.05% Reduce -1.0% 11,188 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.07% Reduce -0.4% 11,177 $2.1M
Perpetual Ltd 0.03% Reduce -14.5% 11,169 $2.1M
Mgo One Seven LLC 0.04% Add +5.1% 11,001 $2.1M
Old Port Advisors 0.47% Add +13.8% 10,942 $2.0M
Quadrant Capital Group LLC 0.06% Add +2.3% 10,882 $2.0M
Norden Group LLC 0.19% Reduce -0.6% 10,833 $2.0M
Arbor Capital Management Inc. 1.64% Reduce -1.7% 10,276 $2.0M
Vestmark Advisory Solutions, Inc. 0.02% Add +108.4% 10,733 $2.0M
Whittier Trust Co. 0.02% Reduce -87.0% 10,492 $2.0M
Westerkirk Capital Inc. 0.21% Reduce -4.5% 10,700 $2.0M
Howland Capital Management LLC 0.08% No change 10,602 $2.0M
E. Ohman J:or Asset Management AB 0.05% Reduce -4.5% 10,529 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.2% 10,406 $1.9M
Morangie Management LLC 1.76% No change 10,272 $1.9M
Cascade Investment Advisors, Inc. 1.13% Reduce -0.8% 10,233 $1.9M
Diligent Investors, LLC 0.47% Add +0.1% 10,202 $1.9M
Jeppson Wealth Management, LLC 0.59% Reduce -2.8% 10,164 $1.9M
Generali Asset Management SPA SGR 0.04% Add +10.1% 10,103 $1.9M
Orion Porfolio Solutions, LLC 0.02% Reduce -3.2% 10,101 $1.9M
Meeder Advisory Services, Inc. 0.08% Add +4.8% 10,017 $1.9M
Sarasin & Partners LLP 0.02% Reduce -2.5% 10,014 $1.9M
Elevation Point Wealth Partners, LLC 0.04% Add +381.9% 9,999 $1.9M
Mystic Asset Management, Inc. 0.43% Reduce -1.0% 9,967 $1.9M
Integrated Wealth Concepts LLC 0.01% Add +32.0% 9,866 $1.8M
LDR Capital Management LLC 3.60% No change 9,861 $1.8M
Tema ETFs LLC 0.12% Add +0.5% 9,823 $1.8M
Cullen Capital Management, LLC 0.02% Add +6.2% 9,821 $1.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.20% Reduce -6.7% 9,817 $1.8M
Sequoia Financial Advisors, LLC 0.01% Add +7.8% 9,778 $1.8M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -2.4% 9,756 $1.8M
Convergence Investment Partners, LLC 0.30% Add +13.1% 9,712 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -83.7% 9,665 $1.8M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -4.9% 9,581 $1.8M
Principal Securities, Inc. 0.03% Add +4.3% 9,475 $1.8M
Ascentis Independent Advisors 0.13% Add +45.7% 9,471 $1.8M
Cary Street Partners Financial LLC 0.04% Reduce -12.7% 9,461 $1.8M
Raiffeisen Bank International AG 0.03% Add +63.8% 9,610 $1.8M
North Dakota State Investment Board 0.08% Reduce -15.5% 9,385 $1.8M
Greenleaf Trust 0.02% Add +5.2% 9,344 $1.7M
Moran Wealth Management, LLC 0.05% Reduce -29.3% 9,321 $1.7M
Farther Finance Advisors, LLC 0.02% Add +57.0% 9,226 $1.7M
Sowell Financial Services LLC 0.06% Reduce -10.1% 9,221 $1.7M
Syon Capital LLC 0.08% Add +9.9% 9,035 $1.7M
Stevens Capital Management LP 0.26% Reduce -5.7% 9,004 $1.7M
Mufg Securities Americas Inc. 0.11% Add +2.3% 8,999 $1.7M
Jefferies Financial Group Inc. 0.02% Add +56.7% 8,898 $1.7M
Commerzbank Aktiengesellschaft 0.03% Add +23.3% 8,841 $1.6M
Securian Asset Management, Inc. 0.06% Reduce -1.1% 8,777 $1.6M
Siemens Fonds Invest GmbH 0.09% Add +1.0% 8,771 $1.6M
Richard Bernstein Advisors LLC 0.05% New 8,759 $1.6M
Squarepoint Ops LLC 0.00% Reduce -0.6% 8,645 $1.6M
Coldstream Capital Management Inc. 0.02% Add +16.2% 8,573 $1.6M
InTrack Investment Management Inc 0.91% Reduce -1.1% 8,571 $1.6M
Apollon Wealth Management, LLC 0.03% Add +3.2% 8,550 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% No change 8,526 $1.6M
Family Manage LLC 0.19% New 8,395 $1.6M
Affinity Investment Advisors, LLC 0.97% Add +1.9% 8,288 $1.5M
Cascade Financial Partners, LLC 0.16% Add +6.4% 8,277 $1.5M
HB Wealth Management, LLC 0.01% Add +8.2% 8,229 $1.5M
Vontobel Holding Ltd. 0.01% Add +45.7% 8,117 $1.5M
Emergent Wealth Advisors, LLC 0.89% Add +2.0% 8,110 $1.5M
GAMMA Investing LLC 0.07% Add +12.0% 8,020 $1.5M
Perigon Wealth Management, LLC 0.03% Reduce -0.2% 7,957 $1.5M
Bedel Financial Consulting, Inc. 0.17% Reduce -2.0% 7,718 $1.4M
Legacy Wealth Asset Management, LLC 0.35% Reduce -4.2% 7,701 $1.4M
Brooklyn Investment Group 0.04% Add +71.7% 7,621 $1.4M
Wedmont Private Capital 0.05% Reduce -1.5% 7,281 $1.4M
Advisors Asset Management, Inc. 0.02% Reduce -44.5% 7,553 $1.4M
Frank, Rimerman Advisors LLC 0.09% Reduce -0.0% 7,499 $1.4M
Vise Technologies, Inc. 0.03% No change 7,532 $1.4M
Pinnacle Associates Ltd. 0.02% Add +6.9% 7,472 $1.4M
Chung Wu Investment Group, LLC 1.20% Reduce -1.3% 7,450 $1.4M
Capital International Sarl 0.02% Add +31.6% 7,431 $1.4M
Praxis Investment Management Inc. 0.08% No change 7,319 $1.4M
Keybank National Association 0.01% Reduce -5.2% 7,273 $1.4M
Qtron Investments LLC 0.18% No change 7,270 $1.4M
Unifi Asset Management LP 0.77% New 7,247 $1.4M
Assenagon Asset Management S.A. 0.00% Add +3.6% 7,223 $1.3M
Chesapeake Asset Management LLC 1.08% No change 7,200 $1.3M
Evergreen Capital Management LLC 0.03% Add +22.4% 7,178 $1.3M
Yelin Lapidot Holdings Management Ltd. 0.28% No change 7,150 $1.3M
Valeo Financial Advisors, LLC 0.03% Reduce -14.9% 7,144 $1.3M
Portside Wealth Group, LLC 0.18% Add +2.5% 7,106 $1.3M
Balyasny Asset Management L.P. 0.00% Add +43.6% 7,015 $1.3M
Cypress Capital Group 0.15% Reduce -0.1% 7,012 $1.3M
Arkadios Wealth Advisors 0.02% Add +0.3% 6,908 $1.3M
Benjamin Edwards Inc. 0.01% Add +4.0% 6,862 $1.3M
Chilton Capital Management LLC 0.04% Add +52.5% 6,750 $1.3M
NewEdge Wealth, LLC 0.01% Reduce -40.3% 6,726 $1.3M
Kintegral Advisory, LLC 0.12% Reduce -4.2% 6,704 $1.3M
Knollwood Investment Advisory, LLC 0.13% No change 6,650 $1.2M
Walleye Trading LLC 0.03% New 6,649 $1.2M
Novem Group 0.14% Add +3.5% 6,631 $1.2M
Wellington Shields & Co., LLC 0.31% Reduce -15.3% 6,624 $1.2M
Savant Capital, LLC 0.01% Add +42.8% 6,567 $1.2M
Boothbay Fund Management, LLC 0.03% Add +70.1% 6,538 $1.2M
Sun Life Financial Inc. 0.07% Add +19.3% 6,535 $1.2M
Signaturefd, LLC 0.02% Add +6.5% 6,521 $1.2M
one8zero8, LLC 0.27% Reduce -6.8% 6,472 $1.2M
Renaissance Group LLC 0.05% Reduce -6.9% 6,426 $1.2M
First Pacific Financial 0.15% Add +23.7% 6,358 $1.2M
Marino, Stram & Associates LLC 0.21% Add +0.1% 6,337 $1.2M
Brown Brothers Harriman & Co. 0.01% Add +77.7% 6,271 $1.2M
Mark Asset Management LP 0.15% Reduce -23.3% 6,253 $1.2M
Bramshill Investments, LLC 0.10% Add +159.3% 6,222 $1.2M
Solidarity Wealth, LLC 0.22% Reduce -0.1% 6,210 $1.2M
Jump Financial, LLC 0.02% Add +214.2% 6,158 $1.1M
DAVENPORT & Co LLC 0.01% Add +25.6% 6,153 $1.1M
Everhart Financial Group, Inc. 0.10% Add +14.8% 6,132 $1.1M
Secured Retirement Advisors, LLC 0.65% Reduce -2.4% 6,122 $1.1M
KG Capital Management 0.82% Reduce -15.6% 6,561 $1.1M
Wealth Preservation Advisors, LLC 0.93% Reduce -25.0% 6,002 $1.1M
Snowden Capital Advisors LLC 0.03% Add +19.0% 5,937 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +0.0% 5,918 $1.1M
Retirement Planning Co of New England, Inc. 0.45% Add +0.4% 5,888 $1.1M
Ritholtz Wealth Management 0.02% Add +0.4% 5,884 $1.1M
Adams Asset Advisors, LLC 0.12% No change 5,789 $1.1M
HBK Investments L P 0.01% New 5,778 $1.1M
Marshall Financial Group, LLC 0.17% Add +0.1% 5,755 $1.1M
Independent Financial Group, LLC 0.02% Add +1.0% 5,716 $1.1M
Nwam LLC 0.06% Add +28.5% 5,695 $1.1M
White Pine Capital LLC 0.29% Add +40.2% 5,689 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,279 $1.1M
Gabelli Funds LLC 0.01% Reduce -16.3% 5,650 $1.1M
RiverFront Investment Group, LLC 0.02% Add +14.9% 5,640 $1.1M
Indivisible Partners 0.09% New 5,556 $1.0M
GTS Securities LLC 0.04% Add +67.0% 5,488 $1.0M
Dorsey Wright & Associates 0.13% New 5,478 $1.0M
Parallel Advisors, LLC 0.02% Add +8.8% 5,431 $1.0M
Wedbush Securities Inc. 0.03% Add +1.0% 5,372 $1.0M
Meadowbrook Wealth Management, LLC 1.32% No change 5,350 $998K
Compound Planning, Inc. 0.03% Add +5.0% 5,350 $998K
Quantum Portfolio Management LLC 0.43% Reduce -2.5% 5,292 $987K
Genesee Capital Advisors, LLC 0.41% Reduce -8.1% 5,255 $980K
Fifth Third Wealth Advisors LLC 0.03% Add +32.2% 5,207 $971K
Perbak Capital Partners LLP 0.24% Add +320.7% 5,187 $968K
Radnor Capital Management, LLC 0.14% No change 5,087 $949K
TrueWealth Advisors, LLC 0.24% No change 5,060 $944K
Ellevest, Inc. 0.13% Add +5.3% 5,056 $943K
American Assets Inc. 0.31% No change 5,000 $933K
Oppenheimer Asset Management Inc. 0.01% Reduce -1.5% 4,991 $931K
World Investment Advisors 0.01% Add +0.1% 4,979 $929K
VestGen Advisors, LLC 0.03% Add +9.7% 4,492 $924K
GF Fund Management Co. LTD. 0.02% Reduce -8.8% 4,935 $921K
Ballentine Partners, LLC 0.01% Add +2.3% 4,926 $919K
Smartleaf Asset Management LLC 0.03% Add +15.8% 4,974 $907K
TD Waterhouse Canada Inc. 0.00% Add +63.3% 4,816 $904K
Clough Capital Partners L P 0.09% No change 4,800 $895K
MSH Capital Advisors LLC 0.19% Add +0.7% 4,789 $893K
TBH Global Asset Management, LLC 0.18% Reduce -0.3% 4,787 $893K
Harvest Portfolios Group Inc. 0.01% Reduce -35.1% 4,730 $882K
CacheTech Inc. 0.17% Add +13.6% 4,720 $880K
Bradley Foster & Sargent Inc. 0.01% Add +2.5% 4,707 $878K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +4.5% 4,692 $875K
Checchi Capital Advisers, LLC 0.06% Add +5.9% 4,690 $875K
Applied Finance Capital Management, LLC 0.07% Reduce -2.4% 4,668 $871K
Veridan Wealth LLC 0.33% Add +1.2% 4,618 $861K
Regal Investment Advisors LLC 0.05% Reduce -2.1% 4,611 $860K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -4.8% 4,591 $856K
Chesley Taft & Associates LLC 0.04% New 4,590 $856K
Harrell Investment Partners, LLC 0.20% New 4,586 $855K
Frec Markets, Inc. 0.15% Add +178.8% 4,573 $853K
Savvy Advisors, Inc. 0.02% Add +61.1% 4,539 $847K
Sargent Investment Group, LLC 0.11% Add +12.8% 4,511 $841K
Wright Investors Service Inc. 0.26% New 4,450 $830K
Belpointe Asset Management LLC 0.03% Reduce -5.8% 4,447 $830K
Gilman Hill Asset Management, LLC 0.13% Reduce -11.7% 4,447 $829K
Pekin Hardy Strauss, Inc. 0.09% Reduce -2.2% 4,421 $825K
Future Financial Wealth Managment LLC 0.52% Reduce -1.7% 4,017 $810K
Monetary Management Group Inc. 0.19% No change 4,325 $807K
Insigneo Advisory Services, LLC 0.06% Add +0.4% 4,313 $804K
Strathmore Capital Advisors, Inc. 0.23% No change 3,998 $804K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -46.5% 4,311 $804K
Gateway Investment Advisers LLC 0.01% Add +85.3% 4,307 $803K
Investors Research Corp 0.15% Reduce -23.1% 4,290 $800K
Sagespring Wealth Partners, LLC 0.01% Add +8.4% 4,288 $800K
Sumitomo Life Insurance Co. 0.02% Add +2.7% 4,227 $788K
Prestige Wealth Management Group LLC 0.15% Add +15481.5% 4,207 $785K
Two Sigma Securities, LLC 0.09% New 4,183 $780K
Michels Family Financial, LLC 0.56% Reduce -1.7% 4,174 $779K
Ninety One UK Ltd 0.00% New 4,150 $774K
Waverly Advisors, LLC 0.01% Add +30.2% 4,123 $769K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -4.3% 4,120 $769K
CFM Wealth Partners LLC 0.11% Reduce -2.2% 4,060 $757K
Brighton Jones LLC 0.02% New 4,033 $752K
AE Wealth Management LLC 0.00% Add +13.3% 4,030 $752K
Advisors Capital Management, LLC 0.01% Reduce -92.8% 4,025 $751K
Manske Wealth Management 0.21% Reduce -0.4% 3,985 $743K
Summit Global Investments 0.04% Reduce -75.2% 3,975 $741K
Premier Path Wealth Partners, LLC 0.10% Add +15.0% 3,960 $739K
Beacon Investment Advisors LLC 0.28% Add +0.6% 3,960 $739K
SkyView Investment Advisors, LLC 0.10% Reduce -0.9% 3,948 $737K
Inspire Advisors, LLC 0.06% Add +3.3% 3,924 $732K
Exencial Wealth Advisors, LLC 0.02% New 3,918 $731K
GWN Securities Inc. 0.14% Add +4.8% 3,891 $726K
Strategic Blueprint, LLC 0.04% Add +18.8% 3,882 $724K
Alteri Wealth LLC 0.23% Add +0.5% 3,881 $724K
IHT Wealth Management, LLC 0.02% Add +5.2% 3,878 $723K
Shelton Capital Management 0.02% Reduce -20.6% 3,862 $720K
Purkiss Capital Advisors LLC 0.32% Add +11.3% 3,855 $719K
Sound View Wealth Advisors Group, LLC 0.05% Add +3.1% 3,829 $714K
GKV Capital Management Co., Inc. 0.27% Reduce -2.5% 3,820 $713K
L2 Asset Management, LLC 0.07% Reduce -13.2% 3,810 $711K
Tobias Financial Advisors, Inc. 0.10% Reduce -0.6% 3,781 $705K
Prime Capital Investment Advisors, LLC 0.01% Add +12.9% 3,729 $696K
RS Crum Inc. 0.13% No change 3,726 $695K
Spire Wealth Management 0.02% Reduce -45.8% 3,694 $689K
Pallas Capital Advisors LLC 0.03% Add +1.2% 3,674 $685K
Bernicke Wealth Management, Ltd. 0.09% Reduce -4.2% 3,664 $683K
Bearing Point Capital, LLC 0.11% Add +1.4% 3,622 $676K
Sunbelt Securities, Inc. 0.04% Reduce -0.1% 3,603 $672K
Rothschild Investment LLC 0.04% Reduce -0.6% 3,602 $672K
Ashton Thomas Private Wealth, LLC 0.02% New 3,590 $670K
Autumn Glory Partners, LLC 0.25% No change 3,585 $669K
Schulhoff & Co. Inc. 0.27% No change 3,531 $659K
MQS Management LLC 0.44% New 3,509 $655K
Mather Group, Llc. 0.01% Add +4.5% 3,506 $654K
Great Valley Advisor Group, Inc. 0.01% Add +48.1% 3,496 $652K
PCM Encore, LLC 0.13% Add +1.9% 3,477 $649K
Western Financial Corp 0.25% Add +25.4% 3,448 $643K
Bridgewater Associates 0.00% Add +159.0% 3,424 $639K
United Advisor Group, LLC 0.08% Add +0.5% 3,406 $635K
Profund Advisors LLC 0.02% Reduce -26.3% 3,402 $635K
Aspiriant, LLC 0.02% Reduce -37.0% 3,392 $633K
Yoffe Investment Management, LLC 0.81% No change 3,383 $631K
Adams Wealth Management 0.14% Add +17.6% 3,371 $629K
JDM Financial Group LLC 0.24% Add +0.3% 3,361 $627K
Triad Wealth Partners, LLC 0.05% Add +6.1% 3,353 $625K
Procyon Advisors, LLC 0.03% Add +52.9% 3,346 $624K
Ameritas Investment Partners, Inc. 0.02% No change 3,322 $620K
Joel Isaacson & Co., LLC 0.02% Reduce -17.5% 3,316 $619K
TD Private Client Wealth LLC 0.01% Add +11.2% 3,315 $618K
Monument Capital Management 0.15% Reduce -0.6% 3,306 $617K
HBK Sorce Advisory LLC 0.01% Add +5.2% 3,028 $612K
Banque Cantonale Vaudoise 0.02% New 3,270 $610K
Capital Investment Advisors, LLC 0.01% Add +4.1% 3,230 $602K
Index Technologies Group LLC 0.66% Reduce -2.5% 3,230 $602K
Fourpath Capital Management, LLC 0.09% No change 3,225 $602K
EverSource Wealth Advisors, LLC 0.02% Add +8.5% 3,203 $597K
WealthTrust Axiom LLC 0.15% No change 3,200 $597K
Rexford Capital Inc. 0.43% Add +8.6% 3,196 $596K
Journey Strategic Wealth LLC 0.01% Add +16.4% 3,163 $590K
Nilsine Partners, LLC 0.05% Add +3.8% 2,931 $590K
Tritonpoint Wealth, LLC 0.06% Reduce -24.1% 3,138 $585K
First National Bank Sioux Falls 0.16% Reduce -1.5% 2,891 $582K
Welch Group, LLC 0.02% Add +0.1% 3,120 $582K
Argentarii, LLC 0.20% Reduce -0.8% 3,108 $580K
First Dallas Securities Inc. 0.21% No change 3,100 $578K
Cohen Klingenstein LLC 0.02% No change 3,100 $578K
Cigna Investments Inc. 0.09% Reduce -1.7% 3,084 $575K
Cheviot Value Management, LLC 0.06% No change 3,065 $572K
Krane Funds Advisors LLC 0.02% Add +29.2% 2,992 $568K
Oxford Financial Group, LTD. LLC 0.03% Reduce -0.7% 3,017 $563K
New England Research & Management, Inc. 0.24% No change 3,010 $561K
Roble, Belko & Company, Inc 0.07% No change 3,000 $560K
Larson Financial Group LLC 0.02% Add +26.8% 3,001 $560K
Merrion Investment Management Co, LLC 0.30% No change 3,000 $560K
Westover Capital Advisors, LLC 0.10% No change 3,000 $560K
Mutual Advisors, LLC 0.01% Add +1.3% 2,982 $556K
Daymark Wealth Partners, LLC 0.02% Add +11.6% 2,968 $554K
Townsquare Capital LLC 0.12% Add +6.5% 2,963 $553K
Market Street Wealth Management Advisors LLC 0.09% Add +0.9% 2,948 $550K
Turtle Creek Wealth Advisors, LLC 0.04% Add +14.2% 2,944 $549K
Kestra Investment Management, LLC 0.01% Reduce -39.8% 2,936 $548K
Ascentis Wealth Management, LLC 0.12% Reduce -0.3% 2,932 $547K
Fulcrum Capital LLC 0.12% No change 2,929 $546K
Mfa Wealth Advisors, LLC 0.11% Add +0.5% 2,913 $543K
CTC Alternative Strategies, Ltd. 1.23% New 2,900 $541K
Advisors Preferred, LLC 0.08% Add +91.9% 2,888 $539K
Pinnacle Financial Partners, Inc. 0.00% Add +1.5% 2,835 $530K
Journey Retirement Planning & Investment Management LLC 0.47% Reduce -69.3% 2,837 $529K
IFP Advisors, Inc 0.01% Add +1.3% 2,831 $528K
Magnolia Capital Advisors LLC 0.10% No change 2,828 $528K
Element Wealth, LLC 0.22% Add +0.6% 2,822 $526K
WINTON GROUP Ltd 0.02% New 2,800 $522K
Gryphon Financial Partners LLC 0.05% Add +9.7% 2,797 $522K
CWA Asset Management Group, LLC 0.02% Add +8.0% 2,781 $519K
WealthBridge Capital Management, LLC 0.12% New 2,773 $517K
Ascent Group, LLC 0.02% Add +1.6% 2,757 $514K
Wealthcare Advisory Partners LLC 0.01% Add +1.7% 2,747 $512K
Ieq Capital, LLC 0.00% Reduce -92.3% 2,725 $508K
Chicago Partners Investment Group LLC 0.01% Add +9.1% 2,507 $506K
VELA Investment Management, LLC 0.13% Add +36.1% 2,705 $505K
International Assets Investment Management, LLC 0.04% Reduce -2.3% 2,681 $504K
Childress Capital Advisors, LLC 0.09% Reduce -16.1% 2,702 $504K
William Allan Corp 0.30% Reduce -1.9% 2,702 $504K
Brown, Lisle/Cummings, Inc. 0.13% Add +1.4% 2,701 $504K
Lantern Wealth Advisors, LLC 0.26% Reduce -3.6% 2,675 $499K
American Investment Services, Inc. 0.11% No change 2,656 $495K
Longfellow Investment Management Co. LLC 0.10% No change 2,648 $494K
Fisher Asset Management 0.00% Reduce -1.5% 2,641 $493K
FJ Capital Management LLC 0.06% New 2,639 $492K
Lazari Capital Management, Inc. 0.17% Add +0.0% 2,637 $492K
Paradigm Asset Management Co. LLC 0.12% No change 2,635 $492K
Kovack Advisors, Inc. 0.03% Add +5.5% 2,568 $483K
Schnieders Capital Management, Llc. 0.08% No change 2,577 $481K
Focus Partners Advisor Solutions, LLC 0.00% New 2,565 $479K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,554 $476K
Stephens Inc. 0.01% Reduce -6.0% 2,545 $475K
Asset Planning,Inc 0.34% No change 2,535 $473K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 2,527 $471K
Sage Investment Advisers LLC 0.35% Add +0.2% 2,500 $470K
AlphaGrep UK Ltd 0.14% Add +103.8% 2,519 $470K
Gables Capital Management Inc. 0.20% Reduce -7.4% 2,515 $469K
Manchester Financial Inc. 0.09% No change 2,511 $468K
Fidelis Capital Partners, LLC 0.03% Add +0.8% 2,510 $468K
Financial Sense Advisors, Inc. 0.11% No change 2,500 $466K
Lederer & Associates Investment Counsel 0.33% No change 2,487 $464K
Deseret Mutual Benefit Administrators 0.16% Add +103.0% 2,480 $463K
Diversified Trust Co. 0.01% Reduce -80.8% 2,467 $460K
KMG Fiduciary Partners, LLC 0.03% Add +13.1% 2,430 $453K
Manchester Capital Management LLC 0.06% No change 2,412 $450K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.3% 2,402 $448K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -52.0% 2,456 $448K
Silverleafe Capital Partners, LLC 0.13% No change 2,400 $448K
Rossmore Private Capital 0.04% Reduce -4.0% 2,400 $448K
Affinity Wealth Management LLC 0.07% No change 2,372 $442K
Carmel Capital Partners, LLC 0.16% Reduce -0.5% 2,368 $442K
SMART Wealth LLC 0.13% New 2,367 $442K
Octavia Wealth Advisors, LLC 0.04% Reduce -7.5% 2,365 $441K
PFG Investments, LLC 0.02% Add +2.2% 2,341 $437K
Ghe, LLC 0.18% Reduce -15.1% 2,341 $437K
Rehmann Capital Advisory Group 0.02% Reduce -14.7% 2,325 $434K
Mogy Joel R Investment Counsel Inc. 0.03% Reduce -17.7% 2,325 $434K
Phocas Financial Corp. 0.07% Reduce -2.6% 2,293 $428K
Martingale Asset Management L P 0.01% Reduce -10.0% 2,282 $426K
Bragg Financial Advisors, Inc 0.01% Reduce -3.1% 2,277 $425K
Ontario Teachers Pension Plan Board 0.01% Reduce -61.3% 2,268 $423K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.5% 2,266 $423K
Kaizen Financial Strategies 0.18% Add +1.4% 2,096 $422K
Simplicity Wealth,LLC 0.02% Reduce -0.7% 2,262 $422K
Hilltop Holdings Inc. 0.04% Reduce -42.9% 2,251 $420K
Wilmington Savings Fund Society, FSB 0.01% No change 2,233 $417K
Samalin Investment Counsel, LLC 0.15% Add +8.9% 2,231 $416K
Supplemental Annuity Collective Trust of NJ 0.12% Reduce -33.0% 2,210 $412K
Gibbs Wealth Management 0.05% Add +36.1% 2,193 $409K
Titleist Asset Management, LLC 0.03% Reduce -6.8% 2,180 $407K
Los Angeles Capital Management LLC 0.00% New 2,157 $402K
Stratos Wealth Partners, LTD. 0.00% Reduce -11.5% 2,156 $402K
Nabity-Jensen Investment Management Inc 0.28% Reduce -39.9% 2,156 $402K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -7.4% 2,135 $398K
Stillwater Wealth Management Group 0.24% Add +34.0% 2,112 $394K
American Assets Investment Management, LLC 0.03% No change 7,500 $393K
Tradition Wealth Management, LLC 0.03% Add +10.4% 2,107 $393K
Wesbanco Bank Inc. 0.01% Reduce -12.7% 2,106 $393K
Rockland Trust Co. 0.02% No change 2,078 $388K
Stratos Wealth Advisors, LLC 0.02% Reduce -6.2% 2,077 $388K
Strategic Financial Concepts, LLC 0.10% New 2,073 $387K
Avidian Wealth Enterprises, LLC 0.01% Add +11.6% 2,059 $384K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -12.2% 2,051 $383K
Prelude Capital Management, LLC 0.03% New 2,050 $382K
Birch Financial Group, LLC 0.22% Add +0.2% 2,047 $382K
Jane Street Group, LLC 0.00% Add +77.6% 2,030 $379K
SVB Wealth LLC 0.02% Reduce -5.3% 2,027 $378K
V-Square Quantitative Management LLC 0.04% Reduce -7.0% 2,019 $377K
Greenland Capital Management LP 0.09% Reduce -92.8% 2,000 $373K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -95.1% 1,941 $369K
Advisory Alpha, LLC 0.01% New 1,973 $368K
Aprio Wealth Management, LLC 0.02% New 1,974 $368K
Crestwood Advisors Group, LLC 0.01% Add +34.1% 1,974 $368K
Brevan Howard Capital Management LP 0.00% Reduce -93.8% 1,965 $367K
Intrua Financial, LLC 0.04% Reduce -3.1% 1,960 $366K
Guardian Partners Inc. 0.03% Add +6.3% 1,959 $365K
Modera Wealth Management, LLC 0.00% Reduce -10.7% 1,935 $361K
O'ROURKE & COMPANY, Inc 0.14% Reduce -9.2% 1,928 $360K
Fulton Bank, N.A. 0.01% Add +1.7% 1,928 $360K
Optas, LLC 0.05% Reduce -1.9% 1,916 $357K
Ofi Invest Asset Management 0.00% Reduce -40.8% 2,207 $357K
BSW Wealth Partners 0.04% Reduce -8.6% 1,915 $357K
CX Institutional 0.01% Reduce -3.9% 1,905 $355K
Personal Cfo Solutions, LLC 0.05% Reduce -7.1% 1,898 $354K
North Star Investment Management Corp. 0.02% Add +19.5% 1,897 $354K
Castle Rock Wealth Management, LLC 0.08% Reduce -3.1% 1,875 $354K
Groupama Asset Managment 0.01% Add +2.5% 1,894 $353K
Gateway Wealth Partners, LLC 0.01% New 1,893 $353K
EP Wealth Advisors, LLC 0.00% Reduce -25.2% 1,884 $351K
First Bancorp, Inc 0.17% No change 1,878 $350K
Quotient Wealth Partners, LLC 0.01% Add +4.5% 1,878 $350K
180 Wealth Advisors, LLC 0.04% Reduce -0.1% 1,874 $350K
LRI Investments, LLC 0.03% Add +3.1% 1,873 $349K
Regent Peak Wealth Advisors LLC 0.07% Add +1.2% 1,857 $346K
Intrust Bank NA 0.03% No change 1,852 $345K
Regions Financial Corp. 0.00% Add +15.2% 1,845 $344K
Penserra Capital Management LLC 0.00% Add +3.2% 1,842 $343K
Piedmont Capital Management, LLC 0.17% Add +0.2% 1,799 $341K
Gen-Wealth Partners Inc 0.11% Reduce -0.4% 1,827 $341K
Montecito Bank & Trust 0.06% New 1,819 $339K
Evernest Financial Advisors, LLC 0.07% New 1,685 $339K
S-Bank Fund Management Ltd 0.05% Reduce -3.6% 1,817 $339K
Huntleigh Advisors, Inc. 0.06% Add +5.1% 1,815 $339K
Fort Sheridan Advisors LLC 0.04% No change 1,789 $334K
Resonant Capital Advisors, LLC 0.02% Add +9.3% 1,783 $333K
PDS Planning, Inc 0.02% Add +1.5% 1,782 $332K
Whalerock Point Partners, LLC 0.07% No change 1,776 $331K
Washington Trust Bank 0.02% Reduce -0.8% 1,761 $328K
Pure Financial Advisors, LLC 0.00% Add +13.1% 1,756 $328K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.11% Reduce -4.4% 1,750 $326K
Cabot Wealth Management Inc. 0.04% No change 1,745 $325K
American State Bank (Iowa) 0.16% Reduce -2.4% 1,737 $324K
Icon Wealth Advisors, LLC 0.02% Add +1.0% 1,614 $323K
Winthrop Capital Management, LLC 0.08% Add +0.1% 1,727 $322K
Opinicus Capital, Inc. 0.23% Reduce -20.2% 1,726 $322K
Embree Financial Group 0.04% Reduce -28.8% 1,720 $321K
Elevation Wealth Partners, LLC 0.11% Reduce -7.3% 1,716 $320K
Breakwater Capital Group 0.04% No change 1,705 $318K
Catalyst Financial Partners LLC 0.04% Add +7.3% 1,704 $318K
Lombard Odier Asset Management (USA) Corp 0.24% New 1,702 $317K
Sompo Asset Management Co., Ltd. 0.06% Reduce -15.4% 1,700 $317K
Oak Grove Capital LLC 0.05% Reduce -37.0% 1,700 $317K
Novare Capital Management LLC 0.03% Reduce -20.7% 1,693 $316K
J. Team Financial, Inc. 0.35% Reduce -16.3% 1,691 $315K
BNP Paribas 0.01% No change 1,688 $315K
SageView Advisory Group, LLC 0.01% Reduce -14.8% 1,669 $311K
Platform Technology Partners 0.06% Add +0.7% 1,668 $311K
Cetera Trust Company, N.A 0.18% Reduce -10.7% 1,665 $311K
Outlook Wealth Advisors, LLC 0.07% Add +0.6% 1,656 $309K
Fiduciary Trust Co 0.00% Reduce -13.5% 1,634 $305K
Knightsbridge Asset Management, LLC 0.04% Add +0.6% 1,632 $304K
Prosperity Consulting Group, LLC 0.01% Add +4.8% 1,613 $301K
LJI Wealth Management, LLC 0.05% No change 1,599 $298K
Krilogy Financial LLC 0.01% Add +6.0% 1,481 $298K
Machina Capital S.A.S. 0.06% Reduce -64.5% 1,596 $298K
Clientfirst Wealth Management, LLC 0.25% No change 1,593 $297K
Brady Martz Wealth Solutions, LLC 0.05% New 1,587 $296K
Heartland Bank & Trust Co 0.07% Add +2.6% 1,566 $292K
Cornerstone Wealth Management, LLC 0.01% Add +0.3% 1,559 $291K
Miller Global Investments, LLC 0.26% Add +4.3% 1,542 $288K
Private Trust Co. NA 0.03% Add +1.2% 1,538 $287K
Lanark Financial, Inc. 0.02% Reduce -11.1% 1,533 $286K
Synergy Financial Group, LTD 0.21% New 1,529 $285K
Csenge Advisory Group 0.01% Add +2.8% 1,525 $285K
Jacobi Capital Management LLC 0.02% Add +0.1% 1,525 $284K
Augustine Asset Management Inc. 0.06% Reduce -5.0% 1,504 $281K
New Republic Capital, LLC 0.09% Reduce -12.8% 1,502 $280K
Cladis Investment Advisory, LLC 0.15% No change 1,500 $280K
Lavaca Capital LLC 0.05% No change 1,500 $280K
Meridian Wealth Management, LLC 0.01% Reduce -11.2% 1,497 $280K
Alta Wealth Advisors LLC 0.09% Add +2.2% 1,497 $279K
Conning Inc. 0.01% Reduce -13.8% 1,494 $279K
Howard Capital Management Group, LLC 0.02% No change 1,490 $278K
Simon Quick Advisors, LLC 0.01% New 1,487 $277K
Promethium Advisors,llc 0.14% Reduce -33.9% 1,484 $277K
Ostrum Asset Management 0.02% Add +198.4% 1,483 $277K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,468 $274K
Murphy Pohlad Asset Management LLC 0.10% No change 1,466 $273K
Alliance Wealth Advisors, LLC 0.06% Reduce -12.7% 1,462 $273K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -7.6% 1,462 $273K
WASHINGTON TRUST Co 0.01% No change 1,454 $271K
MRP Capital Investments, LLC 0.24% No change 1,450 $270K
State of Wyoming 0.03% Add +235.5% 1,446 $270K
Providence First Trust Co 0.09% Add +31.6% 1,444 $269K
Harbour Investments, Inc. 0.00% Add +162.0% 1,441 $269K
Calamos Wealth Management LLC 0.01% Add +1.8% 1,439 $268K
Calamos Advisors LLC 0.00% New 1,439 $268K
111 Capital 0.07% New 1,429 $267K
EJMK Ventures LLC 0.15% Reduce -22.3% 1,418 $264K
Barry Investment Advisors, LLC 0.06% No change 1,417 $264K
Purus Wealth Management, LLC 0.08% New 1,415 $264K
Parkside Financial Bank & Trust 0.02% Add +0.7% 1,396 $260K
Sagewood Asset Management LP 0.08% New 1,392 $260K
Vicus Capital 0.02% Add +0.4% 1,390 $259K
Smithfield Trust Co 0.01% No change 1,382 $258K
Silvercrest Asset Management Group LLC 0.00% Reduce -15.9% 1,382 $258K
Lafayette Investments, Inc. 0.05% Reduce -20.3% 1,375 $256K
Cidel Asset Management Inc. 0.01% Add +17.2% 1,370 $256K
Xxi Wealth, LLC 0.14% Reduce -1.1% 1,368 $255K
Blue Trust, Inc. 0.00% Add +3.6% 1,367 $255K
Salem Investment Counselors Inc. 0.01% No change 1,367 $255K
4WEALTH Advisors, Inc. 0.22% Reduce -31.2% 1,398 $255K
LMG Wealth Partners, LLC 0.05% No change 1,366 $255K
Canopy Partners, LLC 0.09% Add +10.4% 1,364 $254K
Hantz Financial Services, Inc. 0.00% Add +34.6% 1,361 $254K
Patton Fund Management, Inc. 0.04% Add +10.3% 1,355 $253K
Great Lakes Advisors, LLC 0.00% Add +0.8% 1,353 $252K
Silver Lake Group, L.L.C. 0.01% No change 1,350 $252K
Proficio Capital Partners LLC 0.01% Add +0.5% 1,347 $251K
Versant Capital Management, Inc 0.02% Add +25.8% 1,346 $251K
Bison Wealth, LLC 0.02% Reduce -7.6% 1,250 $251K
Moors & Cabot, Inc. 0.01% Reduce -0.7% 1,339 $250K
Catalyst Funds Management Pty Ltd 0.04% New 1,338 $250K
Ameritas Advisory Services, LLC 0.01% Reduce -45.5% 1,338 $250K
NorthCrest Asset Manangement, LLC 0.01% Reduce -26.3% 1,321 $249K
NorthRock Partners, LLC 0.00% Reduce -21.2% 1,317 $246K
Koshinski Asset Management, Inc. 0.02% Add +0.3% 1,313 $245K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 1,310 $244K
Leo Wealth, LLC 0.02% Reduce -1.6% 1,309 $244K
BW Gestao de Investimentos Ltda. 0.01% New 1,304 $243K
SmartHarvest Portfolios, LLC 0.10% Reduce -28.2% 1,303 $243K
Essex Bank 0.05% Reduce -7.3% 1,303 $243K
Baker Avenue Asset Management, LP 0.01% Reduce -2.3% 1,297 $242K
Ausdal Financial Partners, Inc. 0.01% Add +0.5% 1,296 $242K
Sittner & Nelson, LLC 0.09% No change 1,294 $241K
Alta Advisers Ltd 0.09% No change 1,285 $240K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -3.8% 1,285 $240K
StoneX Group Inc. 0.01% Reduce -16.4% 1,278 $238K
Phoenix Financial Ltd. 0.00% Reduce -54.2% 1,278 $238K
Activest Wealth Management 0.04% Add +33.0% 1,260 $235K
SlateStone Wealth, LLC 0.02% Reduce -13.3% 1,259 $235K
EPG Wealth Management LLC 0.06% No change 1,254 $234K
Cambient Family Office, LLC 0.03% New 1,241 $231K
Cornerstone Advisory, LLC 0.02% Add +1.1% 1,239 $231K
Ridgewood Investments LLC 0.09% — 1,238 $231K
Kathmere Capital Management, LLC 0.01% Add +2.5% 1,237 $231K
Laurel Oak Wealth Management, LLC 0.04% Add +1.4% 1,236 $231K
Basecamp Wealth Advisors LLC 0.05% Add +0.2% 1,236 $230K
Abel Hall, LLC 0.05% New 1,231 $230K
E Fund Management Co., Ltd. 0.01% — 1,227 $229K
Home Federal Bank of Tennessee 0.06% New 1,225 $229K
Wealthspire Advisors, LLC 0.00% Reduce -44.6% 1,224 $228K
Visionary Wealth Advisors 0.01% Add +0.5% 1,208 $225K
MCF Advisors LLC 0.01% Add +1446.2% 1,206 $225K
Morningstar Investment Management LLC 0.01% No change 1,205 $225K
CENTRAL TRUST Co 0.00% Reduce -0.2% 1,203 $224K
Eurizon SLJ Capital Ltd 0.11% Add +34.9% 1,202 $224K
DV Trading LLC 0.02% New 1,200 $224K
Chancellor Financial Group WB LP 0.16% Reduce -1.0% 1,198 $223K
Bullock Wealth Management Group 0.11% Add +0.9% 1,187 $223K
Hilton Head Capital Partners, LLC 0.13% Add +0.7% 1,196 $223K
GW Henssler & Associates Ltd. 0.01% Add +0.3% 1,193 $223K
Hilltop National Bank 0.05% No change 1,193 $223K
Flputnam Investment Management Co. 0.00% Reduce -3.0% 1,183 $221K
Black Diamond Financial, LLC 0.02% Add +0.3% 1,175 $219K
Osmosis Investment Management UK Ltd 0.01% Reduce -96.6% 1,174 $219K
Haverford Trust Co 0.00% No change 1,171 $218K
Fortis Capital Advisors, LLC 0.03% Add +4.9% 1,166 $218K
Biltmore Wealth Management, LLC 0.08% Add +1.1% 1,166 $218K
COFG Advisors, LLC 0.05% Add +1.1% 1,165 $217K
Lake Street Private Wealth, LLC 0.03% Add +1.1% 1,161 $217K
Quad-Cities Investment Group, LLC 0.09% Add +1.2% 1,158 $216K
Harvest Fund Management Co., Ltd 0.01% Reduce -20.4% 1,151 $215K
Stock Yards Bank & Trust Co. 0.01% Reduce -4.0% 1,150 $215K
Longboard Asset Management, LP 3.70% No change 1,149 $214K
Howard Capital Management, LLC 0.00% Reduce -47.8% 1,142 $213K
Skyline Advisors, Inc. 0.07% Add +1.1% 1,139 $212K
Laffer Tengler Investments, Inc. 0.04% Reduce -18.6% 1,137 $212K
NCM Capital Management, LLC 0.08% Add +0.3% 1,133 $211K
Keebeck Wealth Management 0.02% Reduce -26.7% 1,132 $211K
SteelPeak Wealth, LLC 0.01% Reduce -87.0% 1,130 $211K
Carnegie Investment Counsel 0.00% New 1,128 $210K
Jacobson & Schmitt Advisors, LLC 0.04% No change 1,125 $210K
Godshalk Welsh Capital Management, Inc. 0.12% No change 1,125 $210K
a16z Perennial Management, L.P. 0.02% No change 1,123 $209K
Virtus Advisers, LLC 0.10% No change 1,122 $209K
Argonautica Private Wealth Management, Inc. 0.06% No change 1,119 $209K
Woodward Diversified Capital, LLC 0.10% New 1,012 $209K
Interchange Capital Partners, LLC 0.07% Reduce -29.9% 1,223 $208K
BAM Wealth Management, LLC 0.16% Reduce -1.2% 1,112 $207K
Greenup Street Wealth Management LLC 0.03% New 1,109 $207K
Argyle Capital Partners, LLC 0.15% No change 1,107 $206K
DGS Capital Management, LLC 0.03% New 1,099 $205K
Orographic Financial Advisors, LLC 0.14% — 1,095 $204K
JB Capital LLC 0.01% Add +0.1% 1,089 $203K
Centaurus Financial, Inc. 0.01% Add +5.4% 1,089 $203K
Keel Point, LLC 0.01% Reduce -41.4% 1,084 $202K
Defiance ETFs, LLC 0.00% New 1,081 $202K
Triumph Capital Management 0.04% Add +0.9% 1,077 $201K
Argent Trust Co 0.01% New 1,073 $200K
Cromwell Holdings LLC 0.11% No change 1,067 $199K
First Foundation Advisors 0.01% New 1,063 $198K
TFC Financial Management, Inc. 0.02% No change 1,056 $197K
Twin Peaks Wealth Advisors, LLC 0.05% Add +1.0% 1,050 $196K
Arax Advisory Partners 0.01% Reduce -45.0% 1,037 $193K
Greykasell Wealth Strategies, Inc. 0.08% Add +5.9% 1,028 $192K
Vestor Capital, LLC 0.01% Reduce -61.1% 1,000 $187K
UMB Bank, n.a. 0.00% Add +2.6% 989 $184K
Harbor Investment Advisory, LLC 0.01% Reduce -10.6% 972 $181K
CYBER HORNET ETFs LLC 0.11% Reduce -4.2% 897 $169K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 898 $168K
Global X Japan Co., Ltd. 0.01% Add +26.7% 892 $166K
Thompson Investment Management, Inc. 0.02% Add +9.5% 889 $166K
Simplex Trading, LLC 0.01% Reduce -38.7% 868 $162K
Muzinich & Co., Inc. 0.06% Add +181.9% 843 $157K
Stelac Advisory Services LLC 0.03% No change 833 $155K
Silvant Capital Management LLC 0.01% No change 821 $153K
Motco 0.01% Reduce -21.6% 817 $152K
Rosenberg Matthew Hamilton 0.03% No change 816 $152K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +59.1% 808 $151K
TIAA Wealth Investment Management LLC 0.00% — 788 $147K
Aster Capital Management (DIFC) Ltd 0.05% Add +23.9% 877 $146K
CVA Family Office, LLC 0.02% Reduce -0.5% 780 $145K
Hoey Investments, Inc. 0.02% Add +34.8% 775 $145K
Quarry LP 0.03% Add +150.7% 772 $144K
First Horizon Corp. 0.01% Reduce -0.4% 723 $135K
Capital Analysts, LLC 0.00% Reduce -10.5% 707 $132K
Montag A & Associates Inc. 0.01% No change 702 $131K
CoreCap Advisors, LLC 0.00% Add +1.3% 683 $128K
NFSG Corp 0.02% Reduce -34.0% 667 $124K
Ancora Advisors LLC 0.00% Reduce -1.0% 663 $124K
Fortitude Family Office, LLC 0.03% No change 647 $121K
Caldwell Sutter Capital, Inc. 0.05% Add +3.2% 646 $120K
Clearstead Advisors, LLC 0.00% Reduce -46.2% 624 $116K
Johnson Financial Group, Inc. 0.00% Reduce -32.2% 603 $112K
Tiaa Trust, National Association 0.01% Reduce -75.2% 596 $111K
Quent Capital, LLC 0.01% Reduce -13.8% 586 $109K
PFS Partners, LLC 0.05% No change 570 $106K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -6.6% 568 $106K
Farmers & Merchants Investments Inc. 0.00% No change 546 $102K
NBT Bank, N.A. 0.01% Add +8.8% 544 $101K
Central Pacific Bank - Trust Division 0.01% No change 538 $100K
Oslo Pensjonsforsikring AS 0.02% — 536 $100K
Owl Creek Wealth Partners LLC 0.04% — 527 $98K
Halbert Hargrove Global Advisors, LLC 0.00% No change 521 $97K
Zions Bancorporation, National Association 0.01% Reduce -39.9% 502 $94K
Missouri Trust & Investment Co 0.03% No change 500 $93K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 500 $93K
Cary Street Partners Investment Advisory LLC 0.02% Add +2.5% 498 $93K
Basepoint Wealth LLC 0.05% Add +1.2% 498 $93K
Catalyst Capital Advisors LLC 0.00% Reduce -5.9% 475 $89K
Mowery & Schoenfeld Wealth Management, LLC 0.13% No change 469 $87K
GHP Investment Advisors, Inc. 0.00% Add +1.6% 457 $85K
Vision Retirement, LLC 0.02% Add +0.9% 450 $84K
IAG Wealth Partners, LLC 0.01% Add +36.8% 431 $80K
Capital Advisors, Ltd. LLC 0.01% Add +19.8% 411 $77K
JTC Employer Solutions Trustee Ltd 0.01% No change 412 $77K
First Financial Corp. 0.03% No change 400 $75K
Grove Bank & Trust 0.01% Add +2.1% 393 $73K
Indiana Trust & Investment Management Co 0.02% No change 390 $73K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 375 $70K
Atlantic Union Bankshares Corp 0.00% Add +92.1% 363 $68K
Creative Financial Designs Inc. 0.00% Reduce -1.6% 361 $67K
Root Financial Partners, LLC 0.00% Add +4.7% 360 $67K
Geneos Wealth Management Inc. 0.00% Reduce -11.4% 358 $67K
Glass Jacobson Investment Advisors llc 0.02% No change 355 $66K
Kozak & Associates, Inc. 0.01% Add +1.3% 325 $65K
Golden State Wealth Management, LLC 0.01% Add +126.8% 347 $65K
Tompkins Financial Corp. 0.01% Add +52.9% 344 $64K
Eastern Bank 0.00% Add +36.4% 341 $64K
Stance Capital LLC 0.03% New 340 $63K
Anchor Investment Management, LLC 0.01% No change 334 $62K
Centerpoint Advisors, LLC 0.02% No change 327 $61K
United Community Bank 0.02% No change 326 $61K
Fairscale Capital, LLC 0.04% No change 324 $60K
Evolution Wealth Management Inc. 0.04% No change 317 $59K
Financial Freedom, LLC 0.03% No change 316 $59K
Colonial Trust Co / SC 0.01% Add +0.9% 319 $59K
Delta Asset Management LLC 0.01% Reduce -1.6% 310 $58K
Edmond DE Rothschild Holding S.A. 0.00% No change 310 $58K
Sfam, LLC 0.05% No change 307 $57K
Richardson Financial Services Inc. 0.04% Add +3.4% 302 $56K
Towne Trust Company, N.A 0.02% No change 300 $56K
Key Financial Inc 0.01% Add +16.7% 300 $56K
Blume Capital Management, Inc. 0.01% New 270 $50K
True Link Financial Advisors, LLC 0.00% New 270 $50K
Trust Co 0.00% No change 268 $50K
Steigerwald, Gordon & Koch Inc. 0.01% No change 266 $50K
MV Capital Management, Inc. 0.00% Add +3.6% 259 $48K
Essential Partners LLC 0.02% Reduce -70.8% 257 $48K
Innovative Asset Advisors Group, LLC 0.03% — 251 $47K
Wall Street Financial Group, Inc. 0.03% New 243 $45K
Bell Investment Advisors, Inc 0.01% Reduce -11.8% 238 $44K
AdvisorNet Financial, Inc 0.00% Reduce -0.9% 230 $43K
Key Capital Management, INC 0.03% Reduce -37.0% 228 $43K
DT Investment Partners, LLC 0.00% No change 228 $43K
BOK Financial Private Wealth, Inc. 0.00% No change 227 $42K
Valley National Advisers Inc. 0.01% Add +8.1% 227 $42K
SHP Wealth Management 0.00% Add +21.3% 222 $41K
Aventura Private Wealth, LLC 0.01% Reduce -31.9% 213 $40K
Salomon & Ludwin, LLC 0.00% No change 210 $40K
Dynamic Wealth Strategies, LLC 0.02% Add +195.8% 210 $39K
Bayforest Capital Ltd 0.04% Reduce -43.4% 205 $38K
Wilkerson Advisory Group LLC 0.01% Add +28.5% 203 $38K
Trask Adam Roland 0.04% — 200 $37K
Bruce G. Allen Investments, LLC 0.02% No change 193 $36K
First Command Advisory Services, Inc. 0.00% Add +484.9% 193 $36K
GW&K Investment Management, LLC 0.00% Add +3.9% 186 $35K
New England Capital Financial Advisors LLC 0.01% Add +1.1% 184 $34K
Destiny Wealth Partners, LLC 0.00% New 177 $33K
Keating Financial Advisory Services, Inc. 0.01% Add +51.7% 176 $33K
Dogwood Wealth Management LLC 0.01% Add +31.5% 171 $32K
Atwood & Palmer Inc. 0.00% Add +5.2% 163 $30K
Flagship Wealth Advisors, LLC 0.01% No change 184 $30K
Capital Advisor Network LLC 0.04% — 158 $29K
Trust Co. of Toledo NA 0.00% Add +1.3% 155 $29K
Arlington Trust Co LLC 0.00% New 154 $29K
Cornerstone Planning Group LLC 0.00% Add +13.0% 139 $28K
Boyd Watterson Asset Management LLC 0.01% No change 150 $28K
Cullen/Frost Bankers, Inc. 0.00% Reduce -41.8% 146 $27K
True Wealth Design, LLC 0.01% Add +6.7% 143 $27K
WPG Advisers, LLC 0.02% No change 129 $24K
Abound Wealth Management 0.01% Add +4.9% 128 $24K
Hughes Financial Services, LLC 0.00% Add +5.0% 126 $24K
Napier Financial, LLC 0.01% New 126 $24K
Kemnay Advisory Services Inc. 0.00% No change 125 $23K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -65.8% 125 $23K
Signature Equity Partners, LLC 0.01% Add +2.5% 121 $23K
Duncker Streett & Co. Inc. 0.00% Reduce -4.9% 117 $22K
Park Place Capital Corp 0.00% Reduce -5.0% 114 $21K
Swiss Re Ltd. 0.12% No change 109 $20K
Lloyd Advisory Services, LLC. 0.01% Reduce -8.4% 109 $20K
Kingdom Financial Group LLC. 0.01% Add +10800.0% 109 $20K
Ares Financial Consulting, LLC 0.02% No change 107 $20K
Avion Wealth 0.00% Add +12.4% 109 $20K
Westside Investment Management, Inc. 0.00% No change 102 $19K
Barnes Dennig Private Wealth Management LLC 0.02% Reduce -20.9% 102 $19K
McMillan Office, Inc. 0.00% No change 102 $19K
REAP Financial Group, LLC 0.00% New 101 $19K
High Note Wealth, LLC 0.00% Add +13.5% 101 $19K
Bayban 0.02% No change 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
Pacific Center for Financial Services 0.00% No change 99 $18K
Financial Management Professionals, Inc. 0.00% No change 96 $18K
Synergy Investment Management, LLC 0.01% New 92 $17K
JPL Wealth Management, LLC 0.00% New 92 $17K
Osbon Capital Management LLC 0.01% Add +28.2% 91 $17K
Westend Capital Management, LLC 0.00% Reduce -83.0% 88 $16K
Physician Wealth Advisors, Inc. 0.00% Add +7.4% 87 $16K
Covestor Ltd 0.01% Reduce -42.2% 85 $16K
Murphy & Mullick Capital Management Corp 0.01% No change 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% Reduce -2.5% 78 $15K
Highline Wealth Partners LLC 0.00% Add +133.3% 77 $14K
Wolff Wiese Magana LLC 0.01% No change 76 $14K
Center for Financial Planning, Inc. 0.00% No change 76 $14K
Financial Network Wealth Advisors LLC 0.01% No change 74 $14K
Rossby Financial, LCC 0.00% Reduce -20.6% 73 $14K
Atlas Capital Advisors Inc. 0.00% No change 73 $14K
Hollencrest Capital Management 0.00% No change 71 $13K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.8% 69 $13K
West Branch Capital LLC 0.00% No change 69 $13K
Private Wealth Management Group, LLC 0.00% No change 69 $13K
Orion Capital Management LLC 0.00% Add +44.7% 68 $13K
Strategic Advocates LLC 0.06% Reduce -97.5% 68 $13K
Whipplewood Advisors, LLC 0.01% New 66 $12K
Noble Wealth Management PBC 0.01% No change 64 $12K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +3100.0% 64 $12K
Crewe Advisors LLC 0.00% Add +300.0% 64 $12K
Financial Life Planners 0.01% New 61 $11K
Financial Consulate, Inc. 0.00% Add +13.5% 59 $11K
Frazier Financial Advisors, LLC 0.01% New 58 $11K
LOM Asset Management Ltd 0.00% No change 55 $10K
Kilter Group LLC 0.00% Reduce -5.3% 54 $10K
Cornerstone Financial Management LLC 0.01% Add +12.8% 53 $10K
Summit Securities Group LLC 0.00% Reduce -97.2% 53 $10K
Anfield Capital Management, LLC 0.00% No change 53 $10K
Capula Management Ltd 0.00% New 53 $10K
Transamerica Financial Advisors, LLC 0.00% Add +85.7% 52 $10K
Oakworth Capital, Inc. 0.00% No change 52 $10K
Pittenger & Anderson Inc. 0.00% New 52 $10K
Financial Perspectives, Inc 0.00% No change 52 $10K
Godsey & Gibb, Inc. 0.00% Reduce -30.6% 50 $9K
Bangor Savings Bank 0.00% No change 50 $9K
Colonial Trust Advisors 0.00% No change 50 $9K
Aspect Partners, LLC 0.00% Add +2.1% 49 $9K
Leonteq Securities AG 0.00% No change 49 $9K
Manning & Napier Advisors LLC 0.00% New 50 $9K
Sachetta, LLC 0.00% Reduce -21.3% 48 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 48 $9K
Gold Investment Management Ltd. 0.00% No change 45 $8K
Kelleher Financial Advisors 0.00% No change 52 $8K
JFS Wealth Advisors, LLC 0.00% No change 44 $8K
Dunhill Financial, LLC 0.00% No change 42 $8K
Raffa Wealth Management, LLC 0.00% No change 42 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 41 $8K
Horizon Financial Services, LLC 0.00% Add +156.3% 41 $8K
Creative Capital Management Investments LLC 0.00% No change 41 $8K
Adirondack Trust Co. 0.00% No change 40 $7K
N.E.W. Advisory Services LLC 0.00% No change 40 $7K
IMG Wealth Management, Inc. 0.00% Reduce -41.5% 38 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 38 $7K
IMA Advisory Services, Inc. 0.00% No change 38 $7K
Park Square Financial Group, LLC 0.05% New 37 $7K
SouthState Bank Corp 0.00% Reduce -7.5% 37 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $6K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -66.7% 31 $6K
Bare Financial Services, Inc 0.00% Add +82.3% 31 $6K
Nova Wealth Management, Inc. 0.00% No change 31 $6K
Smallwood Wealth Investment Management, LLC 0.00% No change 30 $6K
SJS Investment Consulting Inc. 0.00% Add +141.7% 29 $5K
Country Trust Bank 0.00% No change 29 $5K
Principia Wealth Advisory, LLC 0.00% Add +7.4% 29 $5K
Imprint Wealth LLC 0.02% No change 28 $5K
Fairman Group, LLC 0.00% No change 28 $5K
Addison Advisors LLC 0.00% No change 28 $5K
Strategic Investment Solutions, Inc. 0.00% Add +3.7% 28 $5K
American National Bank & Trust 0.00% Reduce -29.7% 26 $5K
Crews Bank & Trust 0.00% No change 25 $5K
Independence Bank of Kentucky 0.00% Reduce -39.0% 25 $5K
Burk Holdings LLC 0.00% New 24 $4K
Rialto Wealth Management, LLC 0.00% Add +118.2% 24 $4K
POM Investment Strategies, LLC 0.01% No change 23 $4K
Red Tortoise LLC 0.00% No change 23 $4K
Retirement Wealth Solutions LLC 0.00% Add +35.3% 23 $4K
Archer Investment Corp 0.00% No change 22 $4K
HM Payson & Co. 0.00% No change 22 $4K
Strategic Wealth Partners, Ltd. 0.00% Add +10.0% 22 $4K
Groesbeck Investment Management Corp. 0.01% No change 20 $4K
Clark Wealth Partners 0.00% Add +33.3% 20 $4K
Capital & Planning, LLC 0.00% New 20 $4K
Clayton Financial Group LLC 0.00% No change 20 $4K
Davis Capital Management 0.00% No change 19 $4K
McIlrath & Eck, LLC 0.00% No change 18 $3K
Costello Asset Management, 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
S&T Bank 0.00% No change 16 $3K
Private Wealth Asset Management, LLC 0.00% Reduce -11.1% 16 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 15 $3K
Nemes Rush Group LLC 0.00% No change 15 $3K
Caldwell Trust Co 0.00% No change 15 $3K
American Capital Advisory, LLC 0.00% Add +75.0% 14 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -46.1% 14 $3K
Gilpin Wealth Management, LLC 0.00% No change 12 $2K
Nvwm, LLC 0.00% No change 12 $2K
Morse Asset Management, Inc 0.00% New 12 $2K
Alerus Financial NA 0.00% No change 12 $2K
RMG Wealth Management LLC 0.00% No change 11 $2K
Mascoma Wealth Management LLC 0.00% Add +57.1% 11 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 14 $2K
Silicon Valley Capital Partners 0.00% New 10 $2K
Quaker Wealth Management, LLC 0.00% No change 10 $2K
Portus Wealth Advisors, LLC 0.00% New 10 $2K
Y.D. More Investments Ltd 0.00% Reduce -98.7% 10 $2K
Washington Trust Advisors, Inc. 0.00% New 9 $2K
Cassaday & Co Wealth Management LLC 0.00% New 9 $2K
Elevated Capital Advisors, LLC 0.00% No change 8 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 5 $933
Copia Wealth Management 0.00% No change 5 $933
Signature Resources Capital Management, LLC 0.00% No change 5 $933
Ameriflex Group, Inc. 0.00% Add +66.7% 5 $896
TopTier Wealth Management, LLC 0.00% New 4 $746
Intentional Wealth Strategies, LLC 0.00% — 3 $560
Bravera Wealth 0.00% New 3 $560
Breakwater Investment Management 0.00% No change 3 $560
Toth Financial Advisory Corp. 0.00% No change 3 $560
Tidemark, LLC 0.00% New 3 $560
Asset Dedication, LLC 0.00% Reduce -95.9% 3 $560
3 Factor Indexing, LLC 0.00% — 2 $374
Arcadia Investment Management Corp. 0.00% No change 2 $374
Godfrey Financial Associates, Inc. 0.00% No change 2 $373
ROSS\JOHNSON & Associates LLC 0.00% No change 1 $187
Redwood Park Advisors LLC 0.00% No change 1 $187
Stone House Investment Management, LLC 0.00% No change 1 $187

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