Simon Property GroupSPG

13F holders, Q2 2026 (June 30)
1,363holders +51
149new positions
92sold out
9famous investors
$223.57avg. 13F price*

At the end of Q2 2026, 1,363 institutions reported holding Simon Property Group Inc. (SPG) in their 13F filings, up 51 from Q1 2026. 149 opened new positions and 92 sold out. The largest holders were BlackRock, Inc. ($8.3B), Vanguard Portfolio Management LLC ($6.2B) and Vanguard Capital Management LLC ($4.6B). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.0% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions149$200.9M
Exits92$292.5M

All 13F filers, Q1 2026 → Q2 2026: 19,630,011 shares bought and 14,000,935 shares sold, net +5,629,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,363 holders

BlackRock, Inc. 0.12% Add +1.2% 37,269,192 $8.3B
Vanguard Portfolio Management LLC 0.28% Add +20.7% 27,878,674 $6.2B
Vanguard Capital Management LLC 0.10% Add +0.3% 20,632,222 $4.6B
State Street Corp. 0.13% Reduce -2.8% 20,356,570 $4.6B
Geode Capital Management, LLC 0.13% Add +4.7% 11,335,910 $2.5B
Capital World Investors 0.28% Add +16.3% 10,524,034 $2.4B
Wellington Management Group LLP 0.36% Add +2.6% 9,390,325 $2.1B
Bank of America Corp. 0.12% Reduce -3.0% 8,248,498 $1.8B
Cohen & Steers, Inc. 2.08% Reduce -0.2% 5,870,615 $1.3B
Morgan Stanley 0.07% Add +2.7% 5,566,600 $1.2B
FMR LLC 0.05% Add +10.4% 5,561,360 $1.2B
Northern Trust Corp. 0.13% Add +1.4% 5,073,232 $1.1B
Dimensional Fund Advisors LP 0.18% Reduce -1.2% 4,552,481 $1.0B
Charles Schwab Investment Management Inc. 0.13% Add +5.9% 4,525,891 $1.0B
JPMorgan Chase & Co. 0.06% Reduce -24.6% 4,276,720 $973.2M
Norges Bank 0.10% — 4,293,287 $960.2M
T. Rowe Price Associates Inc. 0.09% Add +15.2% 4,114,943 $920.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +13579.7% 3,604,590 $806.2M
Invesco Ltd. 0.06% Add +9.3% 3,544,285 $792.7M
Legal & General Group Plc 0.16% Reduce -5.0% 3,505,359 $784.0M
Goldman Sachs Group Inc. 0.07% Reduce -9.4% 3,087,753 $690.6M
Nuveen, LLC 0.15% Reduce -0.3% 2,864,885 $640.7M
Boston Partners 0.47% Add +3.1% 2,372,645 $530.6M
Deutsche Bank AG 0.15% Reduce -6.3% 2,290,431 $512.3M
Canada Pension Plan Investment Board 0.27% Reduce -0.8% 2,189,345 $489.6M
Royal Bank of Canada 0.08% Add +23.8% 2,090,957 $467.6M
Bank of New York Mellon Corp 0.08% Reduce -0.0% 2,078,596 $464.9M
Principal Financial Group Inc. 0.23% Reduce -20.6% 2,061,411 $461.0M
Vanguard Fiduciary Trust Co. 0.09% Add +1.2% 1,848,903 $413.5M
Centersquare Investment Management LLC 3.07% Add +14.7% 1,606,504 $359.3M
Daiwa Securities Group Inc. 0.77% Reduce -4.4% 1,508,731 $337.4M
Sumitomo Mitsui Trust Group, Inc. 0.19% Reduce -3.6% 1,457,893 $326.1M
Prudential Financial Inc. 0.35% Reduce -6.9% 1,436,745 $321.3M
Smead Capital Management, Inc. 6.72% Reduce -10.3% 1,399,725 $313.0M
HSBC Holdings PLC 0.15% Add +8.8% 1,393,927 $312.0M
UBS Group AG 0.05% Reduce -4.6% 1,380,583 $308.8M
Ameriprise Financial Inc. 0.06% Add +0.2% 1,364,286 $304.7M
Amundi 0.07% Reduce -32.9% 1,335,838 $298.8M
Resolution Capital Ltd 5.39% Reduce -34.5% 1,310,049 $293.0M
National Pension Service 0.18% Add +0.8% 1,223,015 $273.5M
Allianz Asset Management GmbH 0.24% Add +29.8% 1,176,483 $263.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +6.2% 1,063,661 $237.9M
HighTower Advisors, LLC 0.22% Reduce -4.2% 1,021,493 $228.5M
Capital Research Global Investors 0.03% Add +19.7% 989,525 $221.3M
Massachusetts Financial Services Co. 0.07% Reduce -5.0% 923,713 $221.0M
Duff & Phelps Investment Management Co. 2.06% Add +12.4% 975,188 $218.1M
Russell Investments Group, Ltd. 0.19% Add +2.8% 957,972 $214.5M
CANADA LIFE ASSURANCE Co 0.34% Reduce -0.1% 948,914 $212.1M
Bank of Montreal 0.08% Add +13.8% 942,135 $210.7M
California Public Employees Retirement System 0.12% Add +62.2% 929,555 $207.9M
Swiss National Bank 0.11% Reduce -4.4% 916,227 $204.9M
APG Asset Management US Inc. 1.40% Add +1.4% 892,987 $199.1M
Hamlin Capital Management, LLC 4.36% Reduce -3.5% 866,580 $193.8M
Bessemer Group Inc. 0.24% Add +2.4% 786,681 $175.9M
Schroder Investment Management Group 0.12% Reduce -5.6% 777,870 $174.0M
KBC Group NV 0.36% Reduce -11.7% 742,069 $166.0M
Vanguard Global Advisers, LLC 0.07% Reduce -1.8% 698,331 $156.2M
Aberdeen Group plc 0.21% Add +1.8% 684,249 $153.0M
Rhumbline Advisers 0.12% Add +2.8% 681,441 $152.4M
Wells Fargo & Company 0.03% Add +0.8% 671,618 $150.2M
Barclays PLC 0.05% Reduce -18.4% 648,594 $145.1M
Caisse de depot et placement du Quebec 0.21% Reduce -40.1% 643,630 $143.9M
Nomura Asset Management Co. Ltd. 0.31% Add +3.5% 642,294 $143.6M
Panagora Asset Management Inc. 0.44% Reduce -9.2% 634,837 $142.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.10% Add +12.6% 633,667 $141.7M
Raymond James Financial Inc. 0.04% Add +5.5% 622,818 $139.3M
Sei Investments Co. 0.12% Reduce -16.2% 616,642 $137.9M
Alliancebernstein L.P. 0.05% Add +0.9% 737,685 $137.6M
Asset Management One Co., Ltd. 0.35% Add +0.5% 603,265 $134.9M
Citigroup Inc. 0.06% Reduce -4.5% 593,025 $132.6M
Lasalle Investment Management Securities LLC 4.44% Reduce -1.7% 557,363 $124.7M
BNP Paribas Financial Markets 0.07% Reduce -10.9% 554,973 $124.1M
Victory Capital Management Inc. 0.07% Reduce -4.6% 550,246 $123.1M
CBRE Investment Management Listed Real Assets LLC 1.71% Reduce -54.8% 546,521 $122.2M
American Century Companies Inc. 0.05% Add +21.5% 531,784 $118.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.17% Add +25.9% 494,362 $110.4M
Arrowstreet Capital, Limited Partnership 0.05% Add +255.5% 491,044 $109.8M
Franklin Resources Inc. 0.02% Add +23.1% 481,999 $107.8M
Public Employees Retirement System of Ohio 0.31% Reduce -1.4% 476,989 $106.7M
California State Teachers Retirement System 0.10% Reduce -8.8% 470,733 $105.3M
Cardano Risk Management B.V. 0.80% New 466,269 $104.3M
Jupiter Topco LLC 0.04% — 462,314 $103.4M
1832 Asset Management L.P. 0.12% Add +310.7% 446,547 $99.9M
Nomura Asset Management International Inc. 0.15% Reduce -2.1% 438,173 $98.0M
Bbfit Investments Pte Ltd. 8.80% No change 432,500 $96.7M
Aew Capital Management L P 5.58% Add +8.2% 417,753 $93.4M
Adelante Capital Management LLC 6.13% Reduce -7.2% 417,092 $93.3M
Capital Advisors Inc. 1.36% Reduce -0.6% 412,689 $92.3M
Marshall Wace, LLP 0.08% Add +24.5% 399,615 $89.4M
Two Sigma Investments, LP 0.07% Add +1764.5% 393,451 $88.0M
Neuberger Berman Group LLC 0.06% Add +5.2% 392,050 $87.7M
AQR Capital Management 0.03% Reduce -11.7% 381,645 $85.4M
Vanguard Investments Australia, Ltd. 0.21% Reduce -0.2% 377,431 $84.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.50% Reduce -19.5% 375,156 $83.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -13.3% 357,013 $79.8M
Stifel Financial Corp. 0.07% Reduce -0.6% 350,916 $78.5M
Treasurer of the State of North Carolina 0.20% Reduce -0.2% 350,233 $78.3M
Thrivent Financial for Lutherans 0.13% Add +256.0% 349,259 $78.1M
Ensign Peak Advisors, Inc 0.13% No change 342,012 $76.5M
Envestnet Asset Management Inc. 0.02% Add +3.7% 337,371 $75.5M
Worldquant Millennium Advisors LLC 0.26% Reduce -24.7% 335,344 $75.0M
FIL Ltd 0.05% Add +8.9% 332,994 $74.5M
Mitsubishi UFJ Trust & Banking Corp 0.16% Add +1.1% 329,438 $73.7M
Credit Agricole S A 0.19% Add +16.0% 326,215 $73.0M
LPL Financial LLC 0.02% Add +2.6% 324,448 $72.6M
Artemis Investment Management LLP 0.64% Reduce -3.6% 322,889 $72.2M
Storebrand Asset Management As 0.18% Add +1.1% 322,010 $72.0M
Macquarie Group Ltd. 0.30% Add +2.3% 311,688 $69.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.34% Add +39.1% 310,277 $69.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% Add +1.6% 298,941 $66.9M
Quantinno Capital Management LP 0.08% Add +47.0% 283,518 $63.4M
Heitman Real Estate Securities LLC 4.06% Reduce -14.3% 282,610 $63.2M
PFA Pension, Forsikringsaktieselskab 0.16% Reduce -0.6% 280,396 $62.7M
New York State Teachers Retirement System 0.12% Reduce -3.3% 279,466 $62.5M
State of Tennessee, Department of Treasury 0.19% Reduce -1.3% 278,514 $62.3M
State Board of Administration of Florida Retirement System 0.10% Reduce -2.7% 272,803 $61.0M
Natixis Advisors, LLC 0.07% Add +10.6% 272,375 $60.9M
Aviva PLC 0.09% Add +0.5% 270,564 $60.5M
PNC Financial Services Group, Inc. 0.03% Reduce -9.4% 269,338 $60.2M
Clark Capital Management Group, Inc. 0.31% Add +1.1% 256,476 $57.4M
State of New Jersey Common Pension Fund D 0.19% Reduce -1.4% 252,860 $56.6M
Retirement Systems of Alabama 0.17% Reduce -0.4% 249,488 $55.8M
Manufacturers Life Insurance Company, The 0.04% Add +1.2% 248,541 $55.6M
PGGM Investments 1.29% Reduce -63.3% 234,295 $52.4M
Natixis 0.24% Add +43.9% 222,710 $49.8M
Adage Capital Partners Gp, L.L.C. 0.07% Add +44.7% 219,063 $49.0M
Land & Buildings Investment Management, LLC 8.29% Reduce -0.5% 216,348 $48.4M
Royal London Asset Management Ltd. 0.09% Reduce -0.9% 211,096 $47.2M
Janney Montgomery Scott LLC 0.09% Add +4.3% 208,839 $46.7M
DekaBank Deutsche Girozentrale 0.08% No change 253,389 $46.0M
Van Eck Associates Corp. 0.03% Reduce -1.7% 204,842 $45.8M
KLP Kapitalforvaltning As 0.15% Add +1.5% 201,842 $45.1M
APG Asset Management N.V. 0.11% Add +37.2% 230,035 $45.0M
New York State Common Retirement Fund 0.06% Reduce -2.6% 200,363 $44.8M
CORDA Investment Management, LLC. 2.72% Reduce -1.4% 198,216 $44.3M
Danske Bank A/S 0.09% Reduce -0.1% 197,221 $44.1M
Voya Investment Management LLC 0.04% Reduce -5.0% 197,204 $44.1M
Teacher Retirement System of Texas 0.12% Reduce -18.4% 195,278 $43.7M
Resona Asset Management Co.,Ltd. 0.20% Reduce -2.3% 191,723 $43.5M
First Trust Advisors LP 0.03% Add +32.1% 194,205 $43.4M
Analyst IMS Investment Management Services Ltd. 1.00% Reduce -20.8% 192,360 $43.0M
State of Alaska, Department of Revenue 0.42% Reduce -2.0% 191,265 $42.8M
Fort Washington Investment Advisors Inc. 0.21% Reduce -0.4% 189,577 $42.4M
Millennium Management 0.03% Reduce -75.0% 180,592 $40.4M
Handelsbanken Fonder AB 0.11% Add +13.7% 177,714 $39.7M
Swedbank AB 0.03% Reduce -2.7% 176,847 $39.6M
Douglas Lane & Associates, LLC 0.53% Reduce -7.5% 175,267 $39.2M
State of Wisconsin Investment Board 0.08% Reduce -1.1% 172,954 $38.7M
Apollo Management Holdings, L.P. 0.61% No change 169,000 $37.8M
Minneapolis Portfolio Management Group, LLC 3.53% Reduce -5.3% 166,752 $37.3M
Uniplan Investment Counsel, Inc. 3.56% Reduce -15.8% 165,555 $37.0M
TD Asset Management Inc 0.03% Reduce -27.4% 165,057 $36.9M
Baron Capital (BAMCO) 0.05% Reduce -1.5% 163,566 $36.6M
Focus Partners Wealth 0.04% Add +12.2% 161,748 $36.2M
SEB Asset Management AB 0.13% Reduce -13.5% 159,321 $35.6M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -2.3% 156,781 $35.1M
Toronto Dominion Bank 0.06% Add +62.5% 156,362 $35.0M
Meeder Asset Management Inc. 1.71% Add +90.4% 149,386 $33.4M
Citadel Advisors 0.02% Reduce -86.9% 149,374 $33.4M
Pictet Asset Management Holding SA 0.03% Reduce -12.8% 140,228 $31.4M
Tredje AP-fonden 0.14% Add +34.0% 139,859 $31.3M
Rockefeller Capital Management L.P. 0.05% Add +2.7% 136,475 $30.5M
Korea Investment CORP 0.06% Reduce -6.5% 135,636 $30.3M
Arbejdsmarkedets Tillaegspension 0.66% Reduce -4.9% 135,200 $30.2M
Hazelview Securities Inc. 4.03% Add +19.7% 128,622 $29.1M
Vert Asset Management LLC 7.94% Add +2.3% 129,706 $29.0M
IFM Investors Pty Ltd 0.19% Add +6.1% 128,656 $28.8M
Sound Income Strategies, LLC 1.29% Add +1.1% 128,026 $28.6M
Nisa Investment Advisors, LLC 0.09% Reduce -12.8% 127,723 $28.6M
Factory Mutual Insurance Co. 0.27% Reduce -0.0% 127,542 $28.5M
Cibc World Market Inc. 0.05% Reduce -16.9% 127,350 $28.5M
Robeco Institutional Asset Management B.V. 0.03% Reduce -20.6% 126,068 $28.2M
Pacific Heights Asset Management LLC 0.89% No change 125,000 $28.0M
Creative Planning 0.02% Add +1.8% 123,826 $27.7M
Metis Global Partners, LLC 0.63% Add +26.9% 123,692 $27.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +0.3% 123,259 $27.6M
Van Lanschot Kempen Investment Management N.V. 0.21% Reduce -14.3% 122,822 $27.5M
CIBC Bancorp USA Inc. 0.03% Reduce -21.4% 120,192 $26.9M
NEOS Investment Management LLC 0.10% Add +15.2% 118,677 $26.5M
SG Americas Securities, LLC 0.02% Reduce -47.8% 116,836 $26.1M
Jones Financial Companies LLLP 0.01% Add +9.2% 115,456 $26.1M
Xponance LLC 0.16% Add +28.1% 114,335 $25.6M
Nykredit A/S 0.10% — 112,614 $25.2M
Sapient Capital LLC 0.32% Reduce -1.1% 110,061 $24.6M
CSM Advisors, LLC 0.52% Reduce -0.9% 109,192 $24.4M
Gotham Asset Management 0.06% Add +54.0% 108,355 $24.2M
Mercer Global Advisors Inc. 0.03% Reduce -26.5% 104,674 $23.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Reduce -1.7% 101,417 $22.7M
Kepler Cheuvreux (Suisse) SA 1.30% Add +5.4% 101,349 $22.7M
Bokf, NA 0.30% Reduce -0.8% 98,587 $22.0M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Reduce -5.4% 98,521 $22.0M
MetLife Investment Management, LLC 0.10% Add +8.3% 95,802 $21.4M
Wealth Enhancement Advisory Services, LLC 0.04% Add +233.8% 100,720 $21.3M
Nissay Asset Management Corp. /Japan 0.09% Add +0.8% 94,522 $21.1M
National Bank of Canada 0.02% Reduce -42.5% 93,697 $21.0M
Allspring Global Investments Holdings, LLC 0.03% Reduce -4.5% 93,271 $20.8M
Public Sector Pension Investment Board 0.05% Add +0.1% 92,588 $20.7M
Czech National Bank 0.11% Add +4.2% 92,303 $20.6M
State of Michigan Retirement System 0.09% Reduce -9.5% 90,349 $20.2M
Arizona State Retirement System 0.10% Add +0.8% 90,137 $20.2M
LGT Group Foundation 0.23% Add +6.5% 89,562 $20.0M
O'shaughnessy Asset Management, LLC 0.09% Add +1.2% 88,924 $19.9M
Empowered Funds, LLC 0.10% Reduce -10.7% 88,615 $19.8M
Corient Private Wealth LP 0.03% Add +64.3% 87,140 $19.5M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +4.3% 85,566 $19.1M
Wealthfront Advisers LLC 0.04% Add +12.5% 85,468 $19.1M
MML Investors Services, LLC 0.04% Reduce -1.7% 85,095 $19.0M
Adams Diversified Equity Fund, Inc. 0.57% Add +133.7% 83,900 $18.8M
Glenmede Trust Co. NA 0.08% Reduce -2.6% 83,657 $18.7M
D. E. Shaw & Co. 0.01% Add +75.9% 83,220 $18.6M
Payden & Rygel 1.43% Add +7.9% 83,110 $18.6M
Capital International, Inc. 0.13% No change 82,243 $18.4M
Andra AP-fonden 0.21% Reduce -19.6% 81,662 $18.3M
Varma Mutual Pension Insurance Co 0.10% Reduce -1.8% 81,349 $18.2M
Exchange Traded Concepts, LLC 0.09% Add +5.3% 80,965 $18.1M
Knights of Columbus Asset Advisors LLC 0.90% Add +49.0% 80,270 $18.0M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Add +77.8% 78,215 $17.5M
CIBC Asset Management Inc 0.04% Reduce -1.4% 77,081 $17.2M
Zurich Insurance Group Ltd 0.12% Reduce -2.3% 76,322 $17.1M
Pinebridge Investments LLC 0.14% Reduce -7.2% 75,844 $17.0M
UniSuper Management Pty Ltd 0.09% Reduce -21.6% 75,316 $16.8M
Federation des caisses Desjardins du Quebec 0.05% Add +5.9% 74,943 $16.8M
DNB Asset Management AS 0.05% Add +1.4% 74,435 $16.6M
USS Investment Management Ltd 0.06% Add +6.5% 71,751 $16.1M
Cetera Investment Advisers 0.01% Add +1.0% 71,444 $16.0M
Amalgamated Bank 0.11% Add +13.4% 70,181 $15.7M
Vestcor Inc 0.39% Reduce -1.3% 70,107 $15.7M
Biondo Investment Advisors, LLC 1.92% Reduce -1.4% 70,055 $15.7M
Huntington National Bank 0.10% Add +2.5% 69,733 $15.6M
Edgemoor Investment Advisors, Inc. 1.06% Reduce -0.7% 69,083 $15.5M
Banco Santander, S.A. 0.10% Reduce -5.9% 69,035 $15.4M
Independent Advisor Alliance 0.36% Reduce -0.7% 68,672 $15.4M
LBP Am SA 0.15% Reduce -26.5% 67,735 $15.1M
Osaic Holdings, Inc. 0.02% Add +14.3% 66,136 $14.8M
ProShare Advisors LLC 0.02% Add +3.5% 65,416 $14.6M
US Bancorp \de 0.02% Add +3.7% 61,820 $13.8M
Union Bancaire Privee, UBP SA 0.15% Add +6.2% 60,400 $13.7M
Staley Capital Advisers Inc. 0.51% Reduce -0.5% 58,800 $13.2M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -76.9% 58,274 $13.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.31% Reduce -5.5% 57,597 $12.9M
Edgestream Partners, L.P. 0.38% Add +152.9% 56,724 $12.7M
Commonwealth Equity Services, LLC 0.02% Reduce -2.6% 56,117 $12.6M
M&T Bank Corp 0.04% Reduce -6.5% 55,897 $12.5M
Vanguard Personalized Indexing Management, LLC 0.10% Add +0.9% 54,950 $12.3M
Inspire Investing, LLC 0.50% Add +13.0% 54,819 $12.3M
Rakuten Investment Management, Inc. 0.03% Add +9.8% 53,072 $12.1M
&partners 0.05% Add +7.5% 53,446 $12.0M
New Age Alpha Advisors, LLC 0.50% Reduce -0.7% 52,528 $11.7M
Simplicity Wealth,LLC 0.39% Add +2197.3% 51,964 $11.6M
Ethic Inc. 0.14% Reduce -8.2% 51,724 $11.6M
Erste Asset Management GmbH 0.09% Add +254.7% 50,487 $11.5M
QRG Capital Management, Inc. 0.09% Reduce -58.9% 50,462 $11.3M
Mackenzie Financial Corp. 0.01% Add +1.4% 50,404 $11.3M
Allianz SE 0.12% Add +0.0% 50,289 $11.2M
GSI Capital Advisors LLC 5.29% Add +15.7% 50,181 $11.2M
Davis Selected Advisers 0.05% Reduce -2.3% 49,318 $11.0M
Nicholas Investment Partners, LP 0.71% No change 49,290 $11.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +8.3% 48,722 $10.9M
Utah Retirement Systems 0.10% Reduce -7.9% 48,526 $10.9M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -3.2% 48,285 $10.8M
Bogart Wealth, LLC 0.36% Add +2.6% 47,489 $10.6M
Chilton Capital Management LLC 0.33% Add +596.3% 46,999 $10.5M
Pathstone Holdings, LLC 0.03% Add +1.0% 45,942 $10.3M
Cerity Partners LLC 0.01% Reduce -19.8% 46,135 $10.3M
Swiss Life Asset Management Ltd 0.04% Reduce -44.0% 45,651 $10.2M
Sterling Capital Management LLC 0.17% Add +1.7% 45,605 $10.2M
Yousif Capital Management, LLC 0.11% Add +1.7% 45,515 $10.2M
Allstate Corp. 0.10% Reduce -5.5% 45,410 $10.2M
New York Life Investment Management LLC 0.07% Reduce -0.0% 45,202 $10.1M
Kestra Advisory Services, LLC 0.03% Add +3.2% 45,013 $10.1M
Nomura Holdings Inc. 0.04% Add +167.1% 44,750 $10.0M
Tidal Investments LLC 0.02% Reduce -8.4% 44,563 $10.0M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +34.0% 43,912 $9.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Reduce -1.9% 44,038 $9.8M
LGT Fund Management Co Ltd. 0.41% Reduce -11.1% 43,863 $9.8M
Nordea Investment Management AB 0.01% Add +25.6% 43,250 $9.7M
L & S Advisors Inc 1.00% New 43,268 $9.7M
Waters Parkerson & Co., LLC 0.47% Reduce -1.4% 42,965 $9.6M
Loomis Sayles & Co. L P 0.01% Add +13.9% 42,831 $9.6M
AIA Group Ltd 0.12% Add +18.9% 42,805 $9.6M
Beacon Pointe Advisors, LLC 0.04% Add +2.8% 42,639 $9.5M
Bank of Nova Scotia 0.01% Reduce -26.5% 42,586 $9.5M
Triasima Portfolio Management inc. 1.29% Add +35.6% 42,583 $9.5M
Verition Fund Management LLC 0.07% Reduce -33.6% 42,578 $9.5M
Pensionfund PDN 4.89% No change 42,508 $9.5M
Truist Financial Corp. 0.01% Add +3.1% 41,651 $9.3M
Greystone Financial Group, LLC 2.52% Reduce -4.1% 40,276 $9.0M
Public Employees Retirement Association of Colorado 0.03% Reduce -3.5% 39,978 $8.9M
Oregon Public Employees Retirement Fund 0.10% Add +7.1% 39,879 $8.9M
Prudential PLC 0.06% Reduce -3.1% 39,161 $8.8M
Everett Harris & Co. 0.11% Reduce -1.9% 38,548 $8.6M
ASR Vermogensbeheer N.V. 0.09% Reduce -11.1% 38,485 $8.6M
Alpha Omega Wealth Management LLC 1.29% Reduce -4.7% 37,982 $8.5M
CreativeOne Wealth, LLC 0.18% Add +21.9% 37,883 $8.5M
Winslow Asset Management Inc. 1.46% Reduce -3.0% 37,634 $8.4M
NewEdge Advisors, LLC 0.02% Add +0.8% 36,812 $8.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.8% 36,671 $8.2M
Westpac Banking Corp. 0.50% Add +137.2% 36,666 $8.2M
Rafferty Asset Management, LLC 0.02% Add +31.4% 36,523 $8.2M
Elo Mutual Pension Insurance Co 0.10% New 36,216 $8.1M
MAI Capital Management 0.03% Add +3.5% 36,103 $8.1M
OP Asset Management Ltd 0.08% Add +7.7% 35,092 $7.8M
Oliver Luxxe Assets LLC 1.15% Reduce -13.2% 34,797 $7.8M
Sanctuary Advisors, LLC 0.04% Add +0.7% 34,761 $7.8M
Norinchukin Bank, The 0.08% Reduce -2.1% 34,503 $7.7M
Prana Capital Management, LP 0.23% Reduce -74.2% 34,270 $7.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -42.9% 34,013 $7.6M
Fred Alger Management, LLC 0.03% Reduce -0.2% 33,013 $7.6M
Mutual of America Capital Management LLC 0.07% Reduce -3.2% 33,482 $7.5M
Del-Sette Capital Management, LLC 4.37% Add +65.5% 33,467 $7.5M
Naviter Wealth, LLC 0.68% Add +22.3% 33,283 $7.4M
Sheets Smith Wealth Management 0.74% Reduce -1.9% 33,264 $7.4M
Investment Management Corp of Ontario 0.09% Add +6.1% 32,948 $7.4M
D.A. Davidson & Co. 0.04% Add +0.2% 32,906 $7.4M
Jamison Private Wealth Management, Inc. 0.76% Add +7.9% 32,788 $7.3M
Brown Advisory Inc. 0.01% Add +4.1% 31,614 $7.1M
Concurrent Investment Advisors, LLC 0.06% Reduce -1.5% 31,582 $7.1M
Lighthouse Investment Partners, LLC 0.22% New 31,195 $7.0M
Waterloo Capital, L.P. 0.39% Add +9.4% 30,885 $6.9M
Los Angeles Capital Management LLC 0.03% Add +1307.9% 30,369 $6.8M
Ilmarinen Mutual Pension Insurance Co 0.05% Reduce -26.8% 30,303 $6.8M
Edgar Lomax Co. 0.51% Reduce -8.4% 30,265 $6.8M
Baird Financial Group, Inc. 0.01% Reduce -21.7% 30,096 $6.7M
Susquehanna Portfolio Strategies, LLC 0.11% Reduce -90.0% 29,688 $6.6M
Legacy Financial Independent Advisors LLC 3.12% Add +1.3% 29,621 $6.6M
Summit Trail Advisors, LLC 0.08% Reduce -3.1% 29,339 $6.6M
Crossmark Global Holdings, Inc. 0.09% Add +0.9% 29,299 $6.6M
TD Waterhouse Canada Inc. 0.02% Add +502.8% 29,031 $6.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.1% 28,811 $6.4M
Vanderbilt University 0.88% Reduce -0.3% 28,808 $6.4M
Riverview Capital Advisers, LLC 1.83% Reduce -3.3% 28,555 $6.4M
Avanza Fonder AB 0.14% No change 28,440 $6.4M
Susquehanna International Group, LLP 0.01% Reduce -50.7% 28,430 $6.4M
Oppenheimer & Co. Inc. 0.07% Add +0.1% 28,124 $6.3M
Soltis Investment Advisors LLC 0.36% Add +5.8% 27,851 $6.2M
Truvestments Capital LLC 0.92% Add +0.3% 27,655 $6.2M
Ibex Wealth Advisors 0.48% New 27,525 $6.2M
Advisory Services Network, LLC 0.07% Add +19.4% 27,383 $6.1M
Groupe la Francaise 0.08% Reduce -40.6% 27,311 $6.1M
CI Investments Inc. 0.02% Add +4.7% 27,122 $6.1M
Hamilton Capital Partners Inc. 0.17% Reduce -0.7% 26,893 $6.0M
Lazard Asset Management LLC 0.01% Reduce -92.2% 26,823 $6.0M
Captrust Financial Advisors 0.01% Reduce -2.7% 26,663 $6.0M
Integrated Advisors Network LLC 0.27% Reduce -1.2% 26,341 $5.9M
Cornerstone Wealth Group, LLC 0.34% Reduce -7.6% 25,619 $5.7M
Pacer Advisors, Inc. 0.01% Add +57.1% 25,557 $5.7M
Mizuho Securities USA LLC 0.09% Add +29.1% 25,388 $5.7M
Easterly Investment Partners LLC 0.29% Reduce -50.5% 25,144 $5.6M
Private Advisor Group, LLC 0.03% Add +0.1% 24,932 $5.6M
Gulf International Bank (UK) Ltd 0.11% Reduce -1.9% 24,793 $5.5M
Bruni J V & Co. 0.51% Reduce -6.5% 24,746 $5.5M
Horizon Investments, LLC 0.06% Add +10.1% 24,731 $5.5M
Commerce Bank 0.02% Add +24.6% 24,420 $5.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.26% No change 24,102 $5.4M
Brookstone Capital Management 0.05% Add +2.1% 24,049 $5.4M
Teachers Retirement System of the State of Kentucky 0.04% No change 24,010 $5.4M
Vident Advisory, LLC 0.04% Add +3.7% 23,699 $5.3M
Venture Visionary Partners LLC 0.15% Reduce -1.2% 23,393 $5.2M
Rwa Wealth Partners, LLC 0.05% Reduce -2.5% 23,228 $5.2M
Eurizon Capital SGR S.p.A. 0.01% Reduce -30.4% 23,172 $5.2M
Fiduciary Group, LLC 0.40% Reduce -0.6% 22,977 $5.1M
Saudi Central Bank 0.07% Add +88.7% 22,739 $5.1M
OMERS ADMINISTRATION Corp 0.03% Add +11.0% 22,686 $5.1M
SAM Advisors, LLC 1.37% Add +1.6% 22,371 $5.0M
Vertrix Wealth Management, LLC 1.65% Reduce -5.8% 21,972 $4.9M
Steward Partners Investment Advisory, LLC 0.03% Add +75.1% 21,963 $4.9M
Yarbrough Capital, LLC 0.14% No change 21,500 $4.8M
McGinn Penninger Investment Management, Inc. 2.86% Reduce -0.9% 21,012 $4.7M
MidFirst Bank 0.33% Add +0.9% 20,529 $4.6M
W.G. Shaheen & Associates DBA Whitney & Co 0.33% Reduce -1.7% 20,489 $4.6M
Kentucky Retirement Systems 0.11% Reduce -20.2% 20,453 $4.6M
Benson Wealth Management INC 4.60% Reduce -7.5% 20,448 $4.6M
Pensionfund Sabic 4.78% No change 20,006 $4.5M
BDF-Gestion 0.59% Reduce -10.1% 13,502 $4.4M
Peapack Gladstone Financial Corp. 0.05% Add +0.7% 19,727 $4.4M
Prospera Financial Services Inc 0.06% Reduce -2.5% 19,537 $4.4M
B. Metzler seel. Sohn & Co. AG 0.04% No change 19,456 $4.4M
Atria Investments, Inc 0.04% Reduce -7.9% 19,324 $4.3M
Federated Hermes, Inc. 0.01% Reduce -20.6% 19,217 $4.3M
Alps Advisors Inc. 0.02% New 19,019 $4.3M
Blair William & Co. 0.01% Reduce -0.8% 18,882 $4.2M
Simplex Trading, LLC 0.11% Add +2051.7% 18,677 $4.2M
Modern Wealth Management, LLC 0.05% Add +6.5% 18,640 $4.2M
Quadrature Capital Ltd 0.04% New 18,601 $4.2M
Woodline Partners LP 0.01% Add +45.3% 18,496 $4.1M
Allworth Financial LP 0.02% Reduce -6.9% 18,256 $4.1M
HUB Investment Partners, LLC 0.07% Add +18.1% 18,165 $4.1M
Fifth Third Bancorp 0.01% Reduce -2.5% 18,161 $4.1M
Hartford Investment Management Co. 0.11% Reduce -3.3% 17,907 $4.0M
Equitable Holdings, Inc. 0.02% Reduce -7.0% 17,874 $4.0M
LDR Capital Management LLC 6.31% Add +79.6% 17,706 $4.0M
Lido Advisors, LLC 0.01% Reduce -0.5% 17,334 $3.9M
Abn Amro Investment Solutions 0.03% Add +37.4% 17,252 $3.9M
Maryland State Retirement & Pension System 0.07% Add +5.6% 17,242 $3.9M
OpenArc Corporate Advisory, LLC 0.05% Add +7.1% 17,156 $3.8M
Spirit of America Management Corp. 0.71% No change 16,850 $3.8M
Louisiana State Employees Retirement System 0.06% No change 16,600 $3.7M
U S Wealth Group, Llc. 2.20% Add +9.8% 16,406 $3.7M
New Mexico Educational Retirement Board 0.09% Add +7.3% 16,195 $3.6M
New Insight Wealth Advisors 1.06% Reduce -9.8% 16,025 $3.6M
iA Global Asset Management Inc. 0.04% Reduce -2.2% 15,880 $3.6M
Choreo, LLC 0.04% Reduce -2.4% 15,799 $3.5M
AG2R La Mondiale Gestion D'actifs 0.13% Add +6.0% 15,781 $3.5M
Slagle Financial, LLC 1.05% Add +4.4% 15,690 $3.5M
Summit Financial, LLC 0.04% Reduce -0.3% 15,554 $3.5M
Alpine Woods Capital Investors, LLC 0.78% Reduce -5.8% 15,515 $3.5M
Squarepoint Ops LLC 0.01% Add +78.4% 15,419 $3.4M
Daiichi Life Insurance Co., Ltd. 0.08% Add +21.0% 15,401 $3.4M
Agf Management Ltd. 0.01% Add +17.2% 15,313 $3.4M
Braeburn Wealth Management LLC 1.47% No change 15,271 $3.4M
Lodestone Wealth Management LLC 1.21% Reduce -0.9% 15,262 $3.4M
GeoWealth Management, LLC 0.11% Reduce -22.4% 15,222 $3.4M
Canada Post Corp Registered Pension Plan 0.12% Reduce -3.5% 15,216 $3.4M
Whittier Trust Co. 0.03% Add +43.3% 15,038 $3.4M
Man Group plc 0.01% Reduce -77.1% 15,116 $3.4M
Cresset Asset Management, LLC 0.01% Add +13.8% 14,867 $3.3M
Kingsview Wealth Management, LLC 0.04% Reduce -68.3% 14,835 $3.3M
United Capital Financial Advisors, LLC 0.02% Add +1.9% 14,809 $3.3M
Caprock Group, LLC 0.06% Add +10.9% 14,559 $3.3M
Burney Co./ 0.09% Reduce -32.1% 14,554 $3.3M
Guggenheim Capital LLC 0.02% Add +1.7% 14,506 $3.2M
Inspire Trust Co, N.A. 0.45% No change 14,500 $3.2M
Financial Management Network Inc. 0.46% Add +0.1% 14,095 $3.2M
Stamos Capital Partners, L.P. 0.49% Add +0.9% 14,332 $3.2M
Tocqueville Asset Management L.P. 0.04% Reduce -0.2% 14,314 $3.2M
Composition Wealth, LLC 0.04% Reduce -0.1% 14,271 $3.2M
Vestmark Advisory Solutions, Inc. 0.03% Add +32.5% 14,225 $3.2M
Park Avenue Securities LLC 0.02% Reduce -28.4% 14,024 $3.1M
Cantor Fitzgerald Investment Advisors L.P. 0.21% Add +0.9% 14,000 $3.1M
Walleye Trading LLC 0.04% Add +108.6% 13,868 $3.1M
Foundations Investment Advisors, LLC 0.03% Reduce -0.9% 13,745 $3.1M
DoubleLine ETF Adviser LP 1.26% Reduce -11.5% 13,659 $3.1M
Wellington Shields Capital Management, LLC 0.38% Add +15.5% 13,465 $3.0M
Merit Financial Group, LLC 0.02% Add +4.1% 13,215 $3.0M
Cunning Capital Partners, LP 1.19% No change 13,189 $3.0M
Plato Investment Management Ltd 0.17% Add +4.4% 13,239 $2.9M
Fortem Financial Group, LLC 0.60% Add +0.8% 13,108 $2.9M
Hudson Canyon Capital Management 1.55% Reduce -3.3% 12,985 $2.9M
Cim, LLC 0.37% Add +2.8% 12,949 $2.9M
Adell Harriman & Carpenter Inc. 0.15% Add +0.4% 12,948 $2.9M
Evolve Private Wealth, LLC 0.17% Reduce -19.1% 12,750 $2.9M
MUFG Securities EMEA plc 0.03% Reduce -4.8% 12,693 $2.8M
Kestra Private Wealth Services, LLC 0.03% Reduce -5.2% 12,686 $2.8M
Red Cedar Investment Management, LLC 0.27% No change 12,685 $2.8M
Landscape Capital Management, L.L.C. 0.18% New 12,676 $2.8M
Tower Bridge Advisors 0.26% Reduce -0.0% 12,670 $2.8M
Assetmark, Inc. 0.00% Add +6.9% 12,566 $2.8M
Cascade Investment Group, Inc. 1.57% Reduce -0.8% 12,527 $2.8M
Carret Asset Management, LLC 0.24% Reduce -3.6% 12,203 $2.7M
CCM Investment Advisers LLC 0.21% No change 12,120 $2.7M
Savant Capital, LLC 0.01% Add +100.1% 13,139 $2.7M
M&G PLC 0.01% No change 12,066 $2.7M
Pasadena Private Wealth, LLC 0.35% Add +0.2% 12,082 $2.7M
TCW Group Inc. 0.02% Reduce -10.4% 11,952 $2.7M
BCGM Wealth Management, LLC 0.56% Add +4.7% 11,889 $2.7M
Sequoia Financial Advisors, LLC 0.01% Add +20.2% 11,752 $2.6M
Norden Group LLC 0.21% Add +6.2% 11,504 $2.6M
Callan Family Office, LLC 0.05% Add +2.2% 11,434 $2.6M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +1.9% 11,393 $2.5M
Old Port Advisors 0.50% Add +4.0% 11,379 $2.5M
Mgo One Seven LLC 0.04% Add +2.8% 11,311 $2.5M
Perpetual Ltd 0.04% Add +0.6% 11,235 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +10.4% 11,148 $2.5M
Vise Technologies, Inc. 0.03% Add +45.8% 10,980 $2.5M
Redmond Asset Management, LLC 0.61% Reduce -5.6% 10,940 $2.4M
Tema ETFs LLC 0.08% Add +10.3% 10,838 $2.4M
Howland Capital Management LLC 0.09% Add +1.7% 10,786 $2.4M
E. Ohman J:or Asset Management AB 0.05% No change 10,529 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.1% 10,398 $2.3M
Apollon Wealth Management, LLC 0.03% Add +21.1% 10,357 $2.3M
Brown Brothers Harriman & Co. 0.01% Add +65.0% 10,346 $2.3M
Meeder Advisory Services, Inc. 0.08% Add +2.8% 10,296 $2.3M
Morangie Management LLC 1.91% Reduce -0.0% 10,271 $2.3M
DRW Securities, LLC 0.14% Reduce -46.5% 10,240 $2.3M
Diligent Investors, LLC 0.51% Add +0.3% 10,234 $2.3M
Elevation Point Wealth Partners, LLC 0.04% Add +1.6% 10,158 $2.3M
Jeppson Wealth Management, LLC 0.67% Reduce -0.1% 10,153 $2.3M
Cascade Financial Partners, LLC 0.20% Add +21.8% 10,079 $2.3M
Farther Finance Advisors, LLC 0.02% Add +9.0% 10,056 $2.3M
Raiffeisen Bank International AG 0.03% Add +2.6% 9,865 $2.2M
Mystic Asset Management, Inc. 0.48% Add +0.2% 9,990 $2.2M
Cascade Investment Advisors, Inc. 1.21% Reduce -3.2% 9,908 $2.2M
Sigma Planning Corp 0.06% Reduce -23.4% 9,827 $2.2M
Cullen Capital Management, LLC 0.02% No change 9,821 $2.2M
Mufg Securities Americas Inc. 0.11% Add +8.5% 9,767 $2.2M
North Dakota State Investment Board 0.09% Add +2.6% 9,634 $2.2M
Sowell Financial Services LLC 0.07% Add +3.8% 9,569 $2.1M
Convergence Investment Partners, LLC 0.20% Reduce -1.8% 9,541 $2.1M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -0.5% 9,537 $2.1M
IMC-Chicago, LLC 0.02% New 9,477 $2.1M
Arbor Capital Management Inc. 2.08% Reduce -11.1% 9,140 $2.1M
B&I Capital AG 4.66% Reduce -86.4% 9,445 $2.1M
Syon Capital LLC 0.09% Add +3.3% 9,336 $2.1M
Moran Wealth Management, LLC 0.06% Reduce -1.1% 9,219 $2.1M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -5.7% 9,203 $2.1M
Ossiam 0.03% New 9,184 $2.1M
Virtus Investment Advisers, LLC 0.47% New 8,956 $2.0M
Greenleaf Trust 0.02% Reduce -4.2% 8,949 $2.0M
GAMMA Investing LLC 0.07% Add +9.9% 8,816 $2.0M
Intech Investment Management LLC 0.02% Reduce -35.8% 8,777 $2.0M
Securian Asset Management, Inc. 0.07% Reduce -2.4% 8,564 $2.0M
Cary Street Partners Financial LLC 0.04% Reduce -7.6% 8,743 $2.0M
Global Retirement Partners, LLC 0.03% — 8,728 $2.0M
Affinity Investment Advisors, LLC 0.99% Add +5.2% 8,719 $2.0M
Clearstead Advisors, LLC 0.02% Add +1293.9% 8,698 $1.9M
Coldstream Capital Management Inc. 0.02% Add +1.2% 8,679 $1.9M
InTrack Investment Management Inc 0.95% Reduce -0.3% 8,547 $1.9M
IPG Investment Advisors LLC 0.27% New 8,509 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -0.5% 8,488 $1.9M
Emergent Wealth Advisors, LLC 0.98% Add +4.5% 8,473 $1.9M
HB Wealth Management, LLC 0.01% Add +1.0% 8,313 $1.9M
Stance Capital LLC 0.56% Add +2325.9% 8,248 $1.8M
Perigon Wealth Management, LLC 0.03% Add +3.3% 8,223 $1.8M
Family Manage LLC 0.19% Reduce -2.1% 8,215 $1.8M
Spire Wealth Management 0.06% Add +121.7% 8,188 $1.8M
Parallax Volatility Advisers, L.P. 0.08% New 8,150 $1.8M
Keybank National Association 0.01% Add +10.9% 8,063 $1.8M
Pinnacle Associates Ltd. 0.02% Add +7.5% 8,036 $1.8M
Frec Markets, Inc. 0.16% Add +75.6% 8,031 $1.8M
Siemens Fonds Invest GmbH 0.09% Reduce -8.5% 8,022 $1.8M
Arax Advisory Partners 0.01% Add +672.4% 8,010 $1.8M
J. Safra Sarasin Holding AG 0.03% Reduce -58.5% 9,418 $1.8M
Wealth Preservation Advisors, LLC 1.02% Add +33.3% 8,002 $1.8M
Finivi Inc. 0.90% New 7,813 $1.7M
Bedel Financial Consulting, Inc. 0.17% No change 7,718 $1.7M
Bramshill Investments, LLC 0.13% Add +22.6% 7,631 $1.7M
Valeo Financial Advisors, LLC 0.04% Add +6.2% 7,587 $1.7M
Frank, Rimerman Advisors LLC 0.10% Add +0.4% 7,531 $1.7M
Assenagon Asset Management S.A. 0.00% Add +3.5% 7,477 $1.7M
Capital International Sarl 0.02% No change 7,431 $1.7M
Paradigm Asset Management Co. LLC 0.35% Add +180.8% 7,400 $1.7M
Wedmont Private Capital 0.05% Add +3.8% 7,560 $1.7M
Balyasny Asset Management L.P. 0.00% Add +4.9% 7,356 $1.6M
Moneco Advisors, LLC 0.10% New 7,322 $1.6M
Praxis Investment Management Inc. 0.09% No change 7,319 $1.6M
Portside Wealth Group, LLC 0.19% Add +2.8% 7,306 $1.6M
Fideuram Asset Management (Ireland) dac 0.03% Reduce -55.8% 7,561 $1.6M
CacheTech Inc. 0.26% Add +52.1% 7,178 $1.6M
Yelin Lapidot Holdings Management Ltd. 0.30% No change 7,150 $1.6M
Waverly Advisors, LLC 0.01% Add +73.0% 7,132 $1.6M
Meadowbrook Wealth Management, LLC 1.72% Add +32.8% 7,105 $1.6M
Legacy Wealth Asset Management, LLC 0.35% Reduce -8.2% 7,070 $1.6M
Cypress Capital Group 0.15% No change 7,012 $1.6M
KMG Fiduciary Partners, LLC 0.14% Add +186.9% 6,972 $1.6M
Integrated Wealth Concepts LLC 0.01% Reduce -29.4% 6,970 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -29.5% 6,815 $1.5M
Kintegral Advisory, LLC 0.12% No change 6,704 $1.5M
Knollwood Investment Advisory, LLC 0.13% No change 6,650 $1.5M
Principal Securities, Inc. 0.02% Reduce -29.9% 6,642 $1.5M
Signaturefd, LLC 0.02% Add +1.8% 6,640 $1.5M
Commerzbank Aktiengesellschaft 0.03% Reduce -25.3% 6,601 $1.5M
First Pacific Financial 0.18% Add +3.5% 6,578 $1.5M
NewEdge Wealth, LLC 0.01% Reduce -2.4% 6,562 $1.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.14% Reduce -33.4% 6,537 $1.5M
Sun Life Financial Inc. 0.07% No change 6,535 $1.5M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.04% New 6,498 $1.5M
Ritholtz Wealth Management 0.02% Add +9.2% 6,424 $1.4M
DAVENPORT & Co LLC 0.01% Add +4.1% 6,408 $1.4M
Marino, Stram & Associates LLC 0.23% Add +1.0% 6,401 $1.4M
Arkadios Wealth Advisors 0.02% Reduce -8.2% 6,341 $1.4M
Novem Group 0.14% Reduce -4.4% 6,339 $1.4M
Qtron Investments LLC 0.19% Reduce -13.4% 6,296 $1.4M
Renaissance Group LLC 0.06% Reduce -2.5% 6,262 $1.4M
Wellington Shields & Co., LLC 0.31% Reduce -6.0% 6,224 $1.4M
one8zero8, LLC 0.28% Reduce -3.8% 6,224 $1.4M
Capital Asset Advisory Services LLC 0.05% New 6,216 $1.4M
Axxcess Wealth Management, LLC 0.02% New 6,216 $1.4M
Solidarity Wealth, LLC 0.24% No change 6,210 $1.4M
Chung Wu Investment Group, LLC 0.91% Reduce -16.8% 6,200 $1.4M
Evergreen Capital Management LLC 0.02% Reduce -13.8% 6,185 $1.4M
Compound Planning, Inc. 0.04% Add +14.4% 6,118 $1.4M
Secured Retirement Advisors, LLC 0.70% Reduce -0.6% 6,084 $1.4M
Tower Research Capital LLC (TRC) 0.03% Reduce -51.1% 5,995 $1.3M
Everhart Financial Group, Inc. 0.09% Reduce -2.3% 5,990 $1.3M
Stevens Capital Management LP 0.32% Reduce -34.7% 5,877 $1.3M
Retirement Planning Co of New England, Inc. 0.47% Reduce -1.3% 5,809 $1.3M
Adams Asset Advisors, LLC 0.15% No change 5,789 $1.3M
Marshall Financial Group, LLC 0.19% Add +0.2% 5,769 $1.3M
Independent Financial Group, LLC 0.02% Add +0.2% 5,725 $1.3M
Parallel Advisors, LLC 0.02% Add +5.0% 5,702 $1.3M
AE Wealth Management LLC 0.01% Add +40.7% 5,670 $1.3M
Nwam LLC 0.06% Reduce -0.6% 5,662 $1.3M
White Pine Capital LLC 0.30% Reduce -0.5% 5,659 $1.3M
Vontobel Holding Ltd. 0.00% Reduce -30.4% 5,645 $1.3M
Lombard Odier Asset Management (Switzerland) SA 0.04% New 5,596 $1.3M
Benjamin Edwards Inc. 0.01% Reduce -18.7% 5,579 $1.2M
Fifth Third Wealth Advisors LLC 0.03% Add +6.5% 5,543 $1.2M
J.W. Cole Advisors, Inc. 0.02% New 5,445 $1.2M
Diversify Advisory Services, LLC 0.02% New 5,240 $1.2M
Diversify Wealth Management, LLC 0.02% Reduce -54.3% 5,240 $1.2M
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +12.9% 5,297 $1.2M
Genesee Capital Advisors, LLC 0.37% Add +0.7% 5,292 $1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,279 $1.2M
Gabelli Funds LLC 0.01% Reduce -7.1% 5,250 $1.2M
Money Concepts Capital Corp. 0.05% New 5,198 $1.2M
KG Capital Management 0.69% Reduce -21.3% 5,161 $1.2M
Applied Finance Capital Management, LLC 0.09% Add +10.3% 5,150 $1.2M
Quantum Portfolio Management LLC 0.41% Reduce -3.3% 5,120 $1.1M
Harrell Investment Partners, LLC 0.25% Add +10.9% 5,084 $1.1M
Smartleaf Asset Management LLC 0.04% No change 4,974 $1.1M
TrueWealth Advisors, LLC 0.26% No change 5,060 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -71.0% 5,015 $1.1M
Oppenheimer Asset Management Inc. 0.01% Add +0.4% 5,010 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -15.6% 5,009 $1.1M
American Assets Inc. 0.34% No change 5,000 $1.1M
Ballentine Partners, LLC 0.01% Add +1.2% 4,986 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +15.9% 4,971 $1.1M
Radnor Capital Management, LLC 0.16% Reduce -3.0% 4,937 $1.1M
Chesley Taft & Associates LLC 0.04% Add +6.0% 4,865 $1.1M
Harvest Portfolios Group Inc. 0.02% Add +1.7% 4,811 $1.1M
Clough Capital Partners L P 0.09% No change 4,800 $1.1M
Strategic Blueprint, LLC 0.05% Add +21.7% 4,723 $1.1M
Checchi Capital Advisers, LLC 0.07% Add +0.6% 4,720 $1.1M
Ellevest, Inc. 0.12% Reduce -7.3% 4,686 $1.0M
Trust Co. of Vermont 0.04% — 4,674 $1.0M
Veridan Wealth LLC 0.36% Add +1.0% 4,664 $1.0M
Sargent Investment Group, LLC 0.12% Add +2.6% 4,628 $1.0M
TBH Global Asset Management, LLC 0.19% Reduce -4.2% 4,585 $1.0M
Bradley Foster & Sargent Inc. 0.01% Reduce -2.7% 4,579 $1.0M
Savvy Advisors, Inc. 0.02% Add +0.4% 4,558 $1.0M
Regal Investment Advisors LLC 0.05% Reduce -1.7% 4,531 $1.0M
Gateway Investment Advisers LLC 0.01% Add +5.2% 4,531 $1.0M
Wedbush Securities Inc. 0.03% Reduce -16.4% 4,492 $1.0M
Belpointe Asset Management LLC 0.03% Add +0.1% 4,451 $996K
Gilman Hill Asset Management, LLC 0.14% No change 4,447 $995K
Investors Research Corp 0.18% Add +3.3% 4,431 $991K
GKV Capital Management Co., Inc. 0.32% Add +14.9% 4,391 $982K
Pekin Hardy Strauss, Inc. 0.09% Reduce -1.1% 4,371 $978K
BTG Pactual Asset Management US LLC 0.07% New 4,370 $977K
GF Fund Management Co. LTD. 0.01% Reduce -11.9% 4,349 $973K
Triad Wealth Partners, LLC 0.06% Add +26.4% 4,239 $971K
Monetary Management Group Inc. 0.20% No change 4,325 $967K
Fox Run Management, L.L.C. 0.16% New 4,252 $951K
VestGen Advisors, LLC 0.03% Reduce -5.8% 4,232 $947K
Michels Family Financial, LLC 0.60% Add +1.0% 4,215 $943K
Inspire Advisors, LLC 0.07% Add +7.3% 4,211 $941K
Insigneo Advisory Services, LLC 0.04% Reduce -2.5% 4,207 $941K
Advisors Capital Management, LLC 0.01% Add +4.4% 4,201 $940K
Premier Path Wealth Partners, LLC 0.11% Add +6.1% 4,201 $939K
Fairtree Asset Management (Pty) Ltd 0.35% New 4,134 $925K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -0.8% 4,086 $914K
CFM Wealth Partners LLC 0.12% Add +0.2% 4,069 $910K
Candriam S.C.A. 0.00% Reduce -65.6% 4,066 $908K
Purkiss Capital Advisors LLC 0.35% Add +5.2% 4,054 $907K
World Investment Advisors 0.01% Reduce -3.8% 4,789 $906K
Future Financial Wealth Managment LLC 0.57% Add +0.1% 4,023 $906K
Alteri Wealth LLC 0.25% Add +3.1% 4,001 $895K
Merrion Investment Management Co, LLC 0.42% Add +33.3% 4,000 $895K
Sumitomo Life Insurance Co. 0.01% Reduce -5.4% 3,997 $894K
Beacon Investment Advisors LLC 0.28% Add +0.4% 3,976 $889K
Brighton Jones LLC 0.02% Reduce -1.6% 3,970 $888K
Manske Wealth Management 0.22% Reduce -1.9% 3,911 $875K
Strathmore Capital Advisors, Inc. 0.23% Reduce -4.8% 3,808 $864K
Adams Wealth Management 0.16% Add +13.1% 3,811 $852K
Tobias Financial Advisors, Inc. 0.11% Add +0.8% 3,811 $852K
Two Sigma Securities, LLC 0.07% Reduce -10.2% 3,756 $840K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -18.8% 3,728 $834K
RS Crum Inc. 0.16% No change 3,726 $833K
GTS Securities LLC 0.02% Reduce -32.1% 3,726 $833K
Mather Group, Llc. 0.01% Add +5.9% 3,712 $830K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -3.5% 3,694 $826K
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.0% 3,692 $826K
Turtle Creek Wealth Advisors, LLC 0.04% Add +24.9% 3,677 $823K
Bernicke Wealth Management, Ltd. 0.10% No change 3,664 $819K
Procyon Advisors, LLC 0.04% Add +9.5% 3,663 $819K
Employees Retirement System of Texas 0.01% New 3,657 $818K
Generali Asset Management SPA SGR 0.01% Reduce -63.9% 3,647 $816K
Fisher Asset Management 0.00% Add +37.9% 3,641 $814K
GWN Securities Inc. 0.14% Reduce -6.8% 3,628 $811K
Ashton Thomas Private Wealth, LLC 0.02% Add +0.9% 3,624 $811K
Bearing Point Capital, LLC 0.11% No change 3,622 $810K
Advisors Asset Management, Inc. 0.01% Reduce -52.2% 3,610 $807K
Aspiriant, LLC 0.02% Add +6.0% 3,597 $804K
Kestra Investment Management, LLC 0.02% Add +22.1% 3,586 $802K
Autumn Glory Partners, LLC 0.23% No change 3,585 $802K
Ninety One UK Ltd 0.00% Reduce -14.1% 3,566 $798K
Rothschild Investment LLC 0.03% Reduce -1.1% 3,562 $797K
Schulhoff & Co. Inc. 0.32% No change 3,531 $790K
IFP Advisors, Inc 0.01% Add +24.1% 3,512 $785K
L2 Asset Management, LLC 0.08% Reduce -7.9% 3,508 $785K
PCM Encore, LLC 0.14% Add +0.7% 3,500 $783K
Proficio Capital Partners LLC 0.03% Add +158.6% 3,483 $779K
Larson Financial Group LLC 0.02% Add +14.3% 3,430 $767K
Capital Investment Advisors, LLC 0.01% Add +5.9% 3,421 $765K
Chicago Partners Investment Group LLC 0.02% Add +35.1% 3,387 $763K
United Advisor Group, LLC 0.08% Reduce -0.2% 3,400 $760K
Western Financial Corp 0.22% Reduce -1.5% 3,397 $760K
Yoffe Investment Management, LLC 0.87% No change 3,383 $757K
JDM Financial Group LLC 0.26% Add +0.3% 3,370 $754K
Profund Advisors LLC 0.02% Reduce -1.3% 3,358 $751K
Saturna Capital Corp. 0.01% New 3,250 $745K
Joel Isaacson & Co., LLC 0.02% No change 3,316 $742K
CWA Asset Management Group, LLC 0.02% Add +19.2% 3,314 $741K
Golden Reserve Retirement LLC 0.12% New 3,296 $737K
Rexford Capital Inc. 0.45% Add +2.6% 3,280 $734K
NorthCrest Asset Manangement, LLC 0.02% Add +150.4% 3,308 $727K
Journey Retirement Planning & Investment Management LLC 0.56% Add +13.8% 3,227 $722K
Fourpath Capital Management, LLC 0.10% No change 3,225 $721K
Welch Group, LLC 0.02% Add +3.0% 3,215 $719K
WealthTrust Axiom LLC 0.16% No change 3,200 $716K
NFSG Corp 0.09% Add +379.2% 3,196 $715K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.8% 3,195 $715K
Townsquare Capital LLC 0.13% Add +6.4% 3,152 $705K
Mutual Advisors, LLC 0.01% Add +5.0% 3,130 $700K
TritonPoint Partners, LLC 0.06% New 3,127 $699K
Gryphon Financial Partners LLC 0.06% Add +11.3% 3,114 $696K
Ascentis Wealth Management, LLC 0.12% Add +5.8% 3,102 $694K
First Dallas Securities Inc. 0.23% No change 3,100 $693K
Cohen Klingenstein LLC 0.02% No change 3,100 $693K
Great Valley Advisor Group, Inc. 0.01% Reduce -11.5% 3,094 $692K
Index Technologies Group LLC 0.55% Reduce -4.6% 3,081 $689K
Cheviot Value Management, LLC 0.07% No change 3,065 $685K
Argentarii, LLC 0.21% Add +0.0% 3,109 $683K
Cigna Investments Inc. 0.09% Reduce -1.4% 3,042 $681K
Coppell Advisory Solutions LLC 0.06% New 5,603 $678K
Stratos Wealth Partners, LTD. 0.01% Add +40.2% 3,023 $676K
New England Research & Management, Inc. 0.26% No change 3,010 $673K
Mission Wealth Management, LP 0.01% New 3,007 $672K
Brookfield Corp 0.00% Reduce -97.8% 3,002 $671K
Roble, Belko & Company, Inc 0.07% No change 3,000 $671K
Westover Capital Advisors, LLC 0.11% No change 3,000 $671K
Nilsine Partners, LLC 0.05% Add +1.2% 2,967 $664K
Pallas Capital Advisors LLC 0.02% Reduce -19.4% 2,960 $662K
Market Street Wealth Management Advisors LLC 0.09% Add +0.1% 2,952 $660K
Ascent Group, LLC 0.02% Add +6.7% 2,942 $658K
Rehmann Capital Advisory Group 0.03% Add +26.4% 2,940 $658K
Tritonpoint Wealth, LLC 0.06% Reduce -6.9% 2,922 $654K
Mfa Wealth Advisors, LLC 0.11% Add +0.2% 2,919 $653K
Krane Funds Advisors LLC 0.02% Reduce -4.0% 2,871 $642K
IHT Wealth Management, LLC 0.01% Reduce -26.3% 2,857 $639K
Impact Partnership Wealth, LLC 0.06% New 2,847 $637K
KCM Investment Advisors LLC 0.02% New 2,846 $637K
Element Wealth, LLC 0.24% Add +0.6% 2,839 $635K
Oxford Financial Group, LTD. LLC 0.03% Reduce -5.9% 2,838 $635K
Daymark Wealth Partners, LLC 0.02% Reduce -4.5% 2,835 $634K
Magnolia Capital Advisors LLC 0.11% Reduce -0.5% 2,813 $629K
Lantern Wealth Advisors, LLC 0.28% Add +3.7% 2,775 $621K
Pinnacle Financial Partners, Inc. 0.00% Reduce -2.3% 2,770 $620K
HBK Sorce Advisory LLC 0.01% Reduce -10.5% 2,709 $609K
WealthBridge Capital Management, LLC 0.12% Reduce -2.2% 2,712 $607K
OneDigital Investment Advisors LLC 0.01% Reduce -54.2% 2,710 $606K
William Allan Corp 0.30% Add +0.2% 2,707 $605K
International Assets Investment Management, LLC 0.04% Add +0.7% 2,700 $602K
American Investment Services, Inc. 0.13% No change 2,656 $594K
Lazari Capital Management, Inc. 0.18% Add +0.0% 2,638 $590K
Crestwood Advisors Group, LLC 0.01% Add +33.2% 2,629 $588K
Childress Capital Advisors, LLC 0.10% Reduce -3.4% 2,610 $584K
Wealthcare Advisory Partners LLC 0.01% Reduce -5.1% 2,608 $583K
Intrua Financial, LLC 0.06% Add +33.0% 2,606 $583K
Xcelsior Advisor Partners LLC 0.08% New 2,606 $583K
First National Bank Sioux Falls 0.16% No change 2,891 $582K
Wright Investors Service Inc. 0.16% Reduce -41.8% 2,588 $579K
Schnieders Capital Management, Llc. 0.08% No change 2,577 $576K
Kovack Advisors, Inc. 0.03% Reduce -0.2% 2,563 $572K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,554 $571K
Weiss Asset Management LP 0.01% Reduce -98.3% 2,554 $571K
Asset Planning,Inc 0.37% No change 2,535 $567K
Fidelis Capital Partners, LLC 0.03% Add +0.6% 2,525 $565K
Financial Sense Advisors, Inc. 0.12% Add +1.0% 2,525 $565K
Gables Capital Management Inc. 0.20% No change 2,515 $562K
Aprio Wealth Management, LLC 0.03% Add +27.3% 2,512 $562K
Fulcrum Capital LLC 0.11% Reduce -14.2% 2,512 $562K
Manchester Financial Inc. 0.10% No change 2,511 $562K
EverSource Wealth Advisors, LLC 0.02% Reduce -21.8% 2,505 $560K
Sage Investment Advisers LLC 0.38% Add +0.2% 2,505 $560K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -1.0% 2,501 $559K
Brown, Lisle/Cummings, Inc. 0.13% Reduce -7.7% 2,494 $558K
Lederer & Associates Investment Counsel 0.37% No change 2,487 $556K
VELA Investment Management, LLC 0.14% Reduce -8.3% 2,480 $555K
Tradition Wealth Management, LLC 0.03% Add +14.8% 2,419 $541K
Stephens Inc. 0.01% Reduce -5.1% 2,415 $540K
Manchester Capital Management LLC 0.07% Reduce -0.5% 2,401 $537K
Silverleafe Capital Partners, LLC 0.15% No change 2,400 $537K
EP Wealth Advisors, LLC 0.00% Add +26.4% 2,381 $533K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -1.1% 2,375 $531K
Affinity Wealth Management LLC 0.07% Reduce -0.6% 2,357 $527K
Blueshift Asset Management, LLC 0.12% New 2,347 $525K
Carmel Capital Partners, LLC 0.17% Reduce -1.9% 2,322 $519K
Rossmore Private Capital 0.04% Reduce -4.2% 2,300 $514K
Monument Capital Management 0.10% Reduce -30.9% 2,284 $511K
Home Federal Bank of Tennessee 0.11% Add +85.7% 2,275 $509K
Prestige Wealth Management Group LLC 0.09% Reduce -46.0% 2,272 $508K
PFG Investments, LLC 0.02% Reduce -3.0% 2,271 $508K
AlphaCore Capital LLC 0.01% New 2,262 $506K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.2% 2,261 $506K
Advisory Alpha, LLC 0.01% Add +14.2% 2,254 $505K
Chesapeake Asset Management LLC 0.39% No change 7,200 $504K
Montecito Bank & Trust 0.07% Add +23.1% 2,239 $501K
LMR Partners LLP 0.00% Reduce -84.8% 2,237 $500K
Avidian Wealth Enterprises, LLC 0.01% Add +8.5% 2,234 $500K
Ghe, LLC 0.19% Reduce -4.9% 2,226 $498K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -11.0% 2,186 $497K
CX Institutional 0.01% Add +16.4% 2,217 $496K
Summit Global Investments 0.03% Reduce -44.4% 2,210 $494K
Kaizen Financial Strategies 0.20% Add +5.7% 2,215 $494K
V-Square Quantitative Management LLC 0.05% Add +8.7% 2,194 $491K
Inceptionr LLC 0.12% New 2,171 $486K
Wilmington Savings Fund Society, FSB 0.01% Reduce -3.2% 2,162 $484K
Deseret Mutual Benefit Administrators 0.16% Reduce -13.6% 2,144 $480K
Nabity-Jensen Investment Management Inc 0.29% Reduce -0.7% 2,141 $479K
Titleist Asset Management, LLC 0.03% Reduce -2.2% 2,132 $477K
Mariner, LLC 0.00% Reduce -96.4% 2,119 $472K
Picton Mahoney Asset Management 0.00% New 2,104 $471K
Howard Capital Management, LLC 0.01% Add +83.7% 2,098 $469K
Samalin Investment Counsel, LLC 0.15% Reduce -6.8% 2,080 $465K
Supplemental Annuity Collective Trust of NJ 0.12% Reduce -5.9% 2,080 $465K
Stratos Wealth Advisors, LLC 0.03% Add +0.1% 2,079 $465K
Rockland Trust Co. 0.02% No change 2,078 $465K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -2.7% 2,077 $464K
Wesbanco Bank Inc. 0.01% Reduce -1.4% 2,076 $464K
Providence First Trust Co 0.13% Add +43.8% 2,076 $464K
Personal Cfo Solutions, LLC 0.07% Add +8.8% 2,065 $462K
Birch Financial Group, LLC 0.24% No change 2,047 $458K
Sompo Asset Management Co., Ltd. 0.07% Add +20.0% 2,040 $456K
SVB Wealth LLC 0.03% Add +0.5% 2,037 $455K
Optas, LLC 0.06% Add +6.3% 2,036 $455K
S-Bank Fund Management Ltd 0.06% Add +11.9% 2,034 $455K
Baker Avenue Asset Management, LP 0.01% Add +56.1% 2,025 $453K
Aster Capital Management (DIFC) Ltd 0.10% Add +130.0% 2,017 $451K
Hilltop Holdings Inc. 0.04% Reduce -10.5% 2,014 $450K
Diversified Trust Co. 0.01% Reduce -18.7% 2,005 $448K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -2.3% 2,003 $448K
Whittier Trust Co. of Nevada Inc. 0.01% Add +1.6% 1,971 $448K
Ofi Invest Asset Management 0.00% Add +3.5% 2,285 $447K
Modera Wealth Management, LLC 0.00% Add +1.6% 1,967 $440K
Bragg Financial Advisors, Inc 0.01% Reduce -14.7% 1,943 $435K
O'ROURKE & COMPANY, Inc 0.15% Add +0.5% 1,937 $433K
Quotient Wealth Partners, LLC 0.01% Add +2.7% 1,929 $431K
Fulton Bank, N.A. 0.01% No change 1,928 $431K
Guardian Partners Inc. 0.04% Reduce -2.1% 1,917 $429K
North Star Investment Management Corp. 0.02% Add +0.1% 1,899 $425K
Regent Peak Wealth Advisors LLC 0.08% Add +2.2% 1,898 $424K
Prosperity Consulting Group, LLC 0.02% Add +17.5% 1,896 $424K
Sagewood Asset Management LP 0.10% Add +36.1% 1,894 $424K
Groupama Asset Managment 0.01% No change 1,894 $424K
Phocas Financial Corp. 0.06% Reduce -17.5% 1,891 $423K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +8.0% 1,890 $423K
Penserra Capital Management LLC 0.00% Add +2.7% 1,891 $422K
First Bancorp, Inc 0.17% No change 1,878 $420K
Kathmere Capital Management, LLC 0.02% Add +51.8% 1,878 $420K
Mogy Joel R Investment Counsel Inc. 0.02% Reduce -19.4% 1,875 $419K
Resonant Capital Advisors, LLC 0.02% Add +5.0% 1,873 $419K
Castle Rock Wealth Management, LLC 0.08% Add +0.1% 1,877 $419K
Pure Financial Advisors, LLC 0.01% Add +6.2% 1,864 $417K
American Assets Investment Management, LLC 0.02% No change 7,500 $412K
LRI Investments, LLC 0.03% Reduce -2.0% 1,835 $410K
180 Wealth Advisors, LLC 0.04% Reduce -2.1% 1,834 $410K
AlphaGrep UK Ltd 0.12% Reduce -27.8% 1,819 $407K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -57.8% 1,818 $407K
Huntleigh Advisors, Inc. 0.06% No change 1,815 $406K
Catalyst Financial Partners LLC 0.04% Add +6.0% 1,807 $404K
Intrust Bank NA 0.03% Reduce -2.5% 1,805 $404K
IFG Advisory, LLC 0.01% New 1,800 $403K
Viewpoint Investment Partners Corp. 0.14% New 1,800 $403K
PDS Planning, Inc 0.02% Add +0.6% 1,792 $401K
Fort Sheridan Advisors LLC 0.04% No change 1,789 $400K
Piedmont Capital Management, LLC 0.20% Add +0.2% 1,802 $400K
Whalerock Point Partners, LLC 0.07% No change 1,776 $397K
Embree Financial Group 0.04% Add +3.1% 1,774 $397K
Knightsbridge Asset Management, LLC 0.05% Add +8.4% 1,769 $396K
1620 Investment Advisors, Inc. 0.24% New 1,758 $393K
Cabot Wealth Management Inc. 0.04% No change 1,745 $390K
American State Bank (Iowa) 0.16% No change 1,737 $388K
Winthrop Capital Management, LLC 0.09% Add +0.5% 1,735 $388K
Gateway Wealth Partners, LLC 0.02% Reduce -8.4% 1,733 $388K
Opinicus Capital, Inc. 0.21% Reduce -0.1% 1,725 $386K
Elevation Wealth Partners, LLC 0.12% Add +0.2% 1,719 $384K
Gen-Wealth Partners Inc 0.11% Reduce -6.2% 1,714 $383K
Augustine Asset Management Inc. 0.08% Add +13.8% 1,711 $383K
Breakwater Capital Group 0.05% Reduce -0.1% 1,703 $381K
Oak Grove Capital LLC 0.03% No change 1,700 $380K
Novare Capital Management LLC 0.03% No change 1,693 $379K
Bison Wealth, LLC 0.03% Add +34.6% 1,682 $378K
Ieq Capital, LLC 0.00% Reduce -38.0% 1,689 $378K
J. Team Financial, Inc. 0.37% Reduce -0.2% 1,687 $378K
Marest Capital, LLC 0.19% New 1,686 $377K
Keebeck Wealth Management 0.04% Add +48.7% 1,683 $376K
Summit Securities Group LLC 0.07% Add +3071.7% 1,681 $376K
Brady Martz Wealth Solutions, LLC 0.06% Add +5.9% 1,680 $376K
Platform Technology Partners 0.06% Add +0.5% 1,677 $375K
Cetera Trust Company, N.A 0.19% No change 1,665 $372K
Shelton Capital Management 0.01% Reduce -57.0% 1,662 $372K
Outlook Wealth Advisors, LLC 0.08% No change 1,656 $370K
Advisors Preferred, LLC 0.06% Reduce -43.8% 1,623 $367K
Icon Wealth Advisors, LLC 0.02% Add +0.8% 1,627 $364K
Fiduciary Trust Co 0.00% Reduce -0.5% 1,626 $364K
BAM Wealth Management, LLC 0.22% Add +44.5% 1,607 $359K
Strategic Financial Concepts, LLC 0.11% Reduce -22.8% 1,601 $358K
SageView Advisory Group, LLC 0.01% Reduce -4.4% 1,595 $357K
Clientfirst Wealth Management, LLC 0.29% No change 1,593 $356K
Washington Trust Bank 0.02% Reduce -10.8% 1,571 $351K
Private Trust Co. NA 0.03% Add +1.9% 1,568 $351K
New Republic Capital, LLC 0.08% Add +3.6% 1,556 $348K
Heartland Bank & Trust Co 0.07% Reduce -0.8% 1,553 $347K
Csenge Advisory Group 0.01% Add +1.4% 1,546 $346K
Cambient Family Office, LLC 0.04% Add +24.5% 1,545 $346K
Miller Global Investments, LLC 0.29% Reduce -0.1% 1,540 $344K
Interchange Capital Partners, LLC 0.06% Add +25.4% 1,534 $343K
JB Capital LLC 0.01% Add +40.6% 1,531 $342K
Jacobi Capital Management LLC 0.02% No change 1,525 $341K
Readystate Asset Management LP 0.02% New 1,520 $340K
Purus Wealth Management, LLC 0.09% Add +7.1% 1,515 $339K
Cladis Investment Advisory, LLC 0.16% No change 1,500 $335K
Lavaca Capital LLC 0.04% No change 1,500 $335K
Howard Capital Management Group, LLC 0.02% No change 1,490 $333K
TIAA Wealth Investment Management LLC 0.00% Add +88.1% 1,482 $332K
Ostrum Asset Management 0.02% No change 1,483 $332K
Simon Quick Advisors, LLC 0.01% Reduce -0.5% 1,479 $331K
Conning Inc. 0.01% Reduce -1.1% 1,477 $330K
MRP Capital Investments, LLC 0.24% Add +1.7% 1,475 $330K
Meridian Wealth Management, LLC 0.01% Add +0.3% 1,502 $330K
Xxi Wealth, LLC 0.15% Add +7.7% 1,473 $329K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Reduce -0.1% 1,467 $328K
Murphy Pohlad Asset Management LLC 0.11% No change 1,466 $328K
Cornerstone Wealth Management, LLC 0.01% Reduce -6.2% 1,463 $327K
Martingale Asset Management L P 0.01% Reduce -36.1% 1,457 $326K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -0.4% 1,456 $326K
WASHINGTON TRUST Co 0.01% No change 1,454 $325K
Promethium Advisors,llc 0.16% Reduce -2.4% 1,449 $324K
Indivisible Partners 0.02% Reduce -73.9% 1,449 $324K
Convergence Financial, LLC 0.03% New 1,442 $323K
Parkside Financial Bank & Trust 0.02% Add +2.9% 1,436 $321K
4WEALTH Advisors, Inc. 0.25% Add +0.9% 1,411 $321K
Lanark Financial, Inc. 0.02% Reduce -6.5% 1,434 $321K
Krilogy Financial LLC 0.01% Reduce -3.2% 1,434 $321K
Alta Wealth Advisors LLC 0.09% Reduce -4.3% 1,433 $320K
Versant Capital Management, Inc 0.03% Add +4.9% 1,412 $316K
Greenup Street Wealth Management LLC 0.04% Add +26.3% 1,401 $313K
Barry Investment Advisors, LLC 0.07% Reduce -1.3% 1,399 $313K
Militia Capital Management LLC 0.06% New 1,390 $311K
Vicus Capital 0.02% Reduce -0.2% 1,387 $310K
MinichMacGregor Wealth Management, LLC 0.05% New 1,386 $310K
Alliance Wealth Advisors, LLC 0.06% Reduce -5.4% 1,383 $309K
Silvercrest Asset Management Group LLC 0.00% No change 1,382 $309K
Ausdal Financial Partners, Inc. 0.01% Add +6.4% 1,379 $308K
Calamos Wealth Management LLC 0.01% Reduce -4.5% 1,375 $308K
Hantz Financial Services, Inc. 0.00% Add +0.9% 1,373 $307K
Facet Wealth, Inc. 0.00% New 1,371 $307K
Cidel Asset Management Inc. 0.01% No change 1,370 $306K
LMG Wealth Partners, LLC 0.05% No change 1,366 $306K
Smithfield Trust Co 0.01% Reduce -1.7% 1,358 $304K
Accuvest Global Advisors 0.26% New 1,352 $302K
Silver Lake Group, L.L.C. 0.01% No change 1,350 $302K
SmartHarvest Portfolios, LLC 0.10% Add +3.4% 1,347 $301K
Kera Capital Partners, Inc. 0.03% New 1,343 $300K
Salem Investment Counselors Inc. 0.01% Reduce -2.0% 1,339 $299K
NorthRock Partners, LLC 0.00% Add +1.6% 1,338 $299K
Great Lakes Advisors, LLC 0.00% Reduce -1.4% 1,334 $298K
Moors & Cabot, Inc. 0.01% Reduce -0.6% 1,331 $298K
Koshinski Asset Management, Inc. 0.02% Add +0.5% 1,319 $295K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 1,310 $293K
Essex Bank 0.06% Add +0.3% 1,307 $292K
Chancellor Financial Group WB LP 0.18% Add +8.5% 1,300 $291K
DV Trading LLC 0.02% Add +8.3% 1,300 $291K
Alta Advisers Ltd 0.07% No change 1,285 $287K
Cornerstone Advisory, LLC 0.02% Add +3.0% 1,276 $285K
Logan Capital Management Inc. 0.01% — 1,272 $284K
Defiance ETFs, LLC 0.00% Add +17.8% 1,273 $284K
SlateStone Wealth, LLC 0.02% No change 1,259 $282K
EPG Wealth Management LLC 0.07% No change 1,254 $280K
Sittner & Nelson, LLC 0.09% Reduce -3.4% 1,250 $280K
SteelPeak Wealth, LLC 0.01% Add +10.5% 1,249 $279K
Blue Trust, Inc. 0.00% Reduce -8.8% 1,247 $279K
Safe Harbor Family Capital, LLC 0.19% New 1,246 $279K
Gross & Hartman Investments LLC 0.12% New 1,246 $279K
Abel Hall, LLC 0.05% Add +1.0% 1,243 $278K
Dover Advisors, LLC 0.11% New 1,500 $278K
OneAscent Family Office, LLC 0.14% New 1,239 $277K
Ridgewood Investments LLC 0.10% No change 1,238 $277K
Laurel Oak Wealth Management, LLC 0.04% No change 1,236 $276K
Basecamp Wealth Advisors LLC 0.05% No change 1,236 $276K
Evernest Financial Advisors, LLC 0.06% Reduce -26.7% 1,235 $276K
CENTRAL TRUST Co 0.01% Add +2.3% 1,231 $275K
MCF Advisors LLC 0.01% Add +1.7% 1,227 $274K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 1,227 $274K
Biltmore Wealth Management, LLC 0.09% Add +4.9% 1,223 $274K
GMO 0.00% New 1,223 $274K
Flputnam Investment Management Co. 0.00% Add +3.0% 1,219 $273K
Visionary Wealth Advisors 0.01% Add +0.8% 1,218 $272K
GW Henssler & Associates Ltd. 0.01% Add +1.8% 1,215 $272K
Eurizon SLJ Capital Ltd 0.10% No change 1,202 $269K
Bullock Wealth Management Group 0.12% Add +1.4% 1,204 $268K
Westbourne Investments, Inc. 0.11% New 1,200 $268K
Hilton Head Capital Partners, LLC 0.14% Add +0.3% 1,199 $268K
Hilltop National Bank 0.06% No change 1,193 $267K
Regions Financial Corp. 0.00% Reduce -35.3% 1,193 $267K
Fortis Capital Advisors, LLC 0.03% Add +2.2% 1,192 $267K
Rasp Wealth Solutions, LLC 0.09% — 1,192 $267K
Cypress Point Wealth Management, LLC 0.05% New 1,190 $266K
Elyxium Wealth, LLC 0.03% New 1,189 $266K
Mesirow Financial Investment Management, Inc. 0.00% New 1,186 $265K
E Fund Management Co., Ltd. 0.01% Reduce -3.4% 1,185 $265K
Black Diamond Financial, LLC 0.02% No change 1,175 $263K
Osmosis Investment Management UK Ltd 0.01% No change 1,174 $263K
Quad-Cities Investment Group, LLC 0.09% Add +0.9% 1,169 $261K
Synergy Financial Group, LTD 0.19% Reduce -23.5% 1,169 $261K
BSW Wealth Partners 0.03% Reduce -39.1% 1,167 $261K
Keel Point, LLC 0.02% Add +7.4% 1,164 $260K
COFG Advisors, LLC 0.04% Reduce -0.6% 1,158 $259K
Stock Yards Bank & Trust Co. 0.01% Add +0.3% 1,154 $258K
Skyline Advisors, Inc. 0.08% Add +1.1% 1,151 $257K
Plan A Wealth LLC 0.11% New 1,149 $257K
Laffer Tengler Investments, Inc. 0.04% Add +0.3% 1,140 $255K
Virtus Advisers, LLC 0.10% Add +1.3% 1,136 $254K
NCM Capital Management, LLC 0.08% Add +0.3% 1,136 $254K
Ameritas Advisory Services, LLC 0.01% Reduce -15.8% 1,127 $252K
Harbour Investments, Inc. 0.00% Reduce -21.8% 1,127 $252K
Canopy Partners, LLC 0.08% Reduce -17.4% 1,126 $252K
Godshalk Welsh Capital Management, Inc. 0.14% No change 1,125 $252K
Cromwell Holdings LLC 0.11% Add +4.9% 1,119 $250K
Argonautica Private Wealth Management, Inc. 0.06% No change 1,119 $250K
Wealthspire Advisors, LLC 0.00% Reduce -8.7% 1,117 $250K
First Foundation Advisors 0.01% Add +4.2% 1,108 $248K
Argyle Capital Partners, LLC 0.16% No change 1,107 $248K
Axq Capital, LP 0.03% New 1,107 $248K
Peachtree Investment Partners, LLC 0.08% New 1,089 $244K
Haverford Trust Co 0.00% Reduce -7.2% 1,087 $243K
BNP Paribas 0.01% Reduce -35.9% 1,082 $242K
Triumph Capital Management 0.04% No change 1,077 $241K
Certuity, LLC 0.01% New 1,075 $240K
Moss Adams Wealth Advisors LLC 0.01% New 1,074 $240K
Centaurus Financial, Inc. 0.01% Reduce -1.9% 1,068 $239K
Swiss Re Ltd. 0.02% Add +878.0% 1,066 $238K
Harvest Fund Management Co., Ltd 0.01% Reduce -7.4% 1,066 $238K
Argent Trust Co 0.01% Reduce -0.8% 1,064 $238K
Angeles Wealth Management, LLC 0.01% New 1,064 $238K
Empirical Asset Management, LLC 0.05% New 1,063 $238K
TFC Financial Management, Inc. 0.03% Add +0.5% 1,061 $237K
Balboa Wealth Partners 0.03% New 1,059 $237K
Eclectic Associates Inc. 0.03% New 1,050 $235K
Everpar Advisors LLC 0.07% New 1,050 $235K
Johnson Investment Counsel Inc. 0.00% New 1,050 $235K
Trivium Point Advisory, LLC 0.02% New 1,047 $234K
Nicolet Bankshares Inc. 0.01% New 1,046 $234K
EJMK Ventures LLC 0.11% Reduce -26.7% 1,040 $233K
StoneX Group Inc. 0.01% Reduce -18.7% 1,039 $232K
Twin Peaks Wealth Advisors, LLC 0.05% Reduce -1.2% 1,037 $232K
Bannerstone Capital Management, LLC 0.19% New 1,035 $232K
Texas Bank & Trust Co 0.08% New 1,034 $231K
GAMCO Investors 0.00% New 1,032 $231K
Simmons Bank 0.01% New 1,030 $230K
Sivia Capital Partners, LLC 0.03% New 1,030 $230K
Avior Wealth Management, LLC 0.01% New 1,028 $230K
Greykasell Wealth Strategies, Inc. 0.08% No change 1,028 $230K
UMB Bank, n.a. 0.00% Add +3.8% 1,027 $230K
Essex Financial Services, Inc. 0.01% New 1,022 $228K
Rhodes Investment Advisors Inc. 0.17% New 1,021 $228K
Woodward Diversified Capital, LLC 0.10% No change 1,012 $226K
Waddell & Associates, LLC 0.01% New 1,011 $226K
Barings LLC 0.00% New 1,007 $225K
Advyzon Investment Management, LLC 0.02% New 1,006 $225K
Morningstar Investment Management LLC 0.01% No change 1,205 $225K
Summitry LLC 0.01% New 1,004 $225K
Traynor Capital Management, Inc. 0.01% New 1,003 $224K
Hodges Capital Management Inc. 0.01% New 1,001 $224K
Virtue Capital Management, LLC 0.03% New 1,001 $224K
Michael Brady & Co., LLC 0.20% New 1,000 $224K
Atlas Private Wealth Advisors 0.05% New 1,000 $224K
Brandywine Oak Private Wealth LLC 0.02% New 1,000 $224K
D'Orazio & Associates, Inc. 0.03% New 999 $223K
Herold Advisors, Inc. 0.04% New 1,000 $223K
Bridgewater Advisors Inc. 0.01% New 1,296 $223K
Northcape Wealth Management, LLC 0.06% New 988 $221K
Whitener Capital Management, Inc. 0.05% New 975 $218K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% New 975 $218K
Harbor Investment Advisory, LLC 0.02% No change 972 $217K
Carnegie Investment Counsel 0.00% Reduce -14.1% 969 $217K
TRB Wealth Management, LLC 0.03% New 968 $216K
Aerodigm Wealth, LLC 0.07% New 966 $216K
Ferguson Wellman Capital Management, Inc. 0.00% New 966 $216K
Independent Wealth Network Inc. 0.05% New 962 $215K
Income Insurance Ltd 0.13% New 960 $215K
Mission Creek Capital Partners, Inc. 0.04% New 959 $215K
Americana Partners, LLC 0.00% New 957 $214K
Clifford Swan Investment Counsel LLC 0.01% New 954 $213K
S Harris Financial Group, LLC 0.17% New 954 $213K
Northwest Wealth Management, LLC 0.03% New 946 $212K
Storen Legacy Partners, LLC 0.06% New 942 $211K
Spirepoint Private Client, LLC 0.02% New 933 $209K
Sanchez Wealth Management Group 0.04% New 933 $209K
First Business Financial Services, Inc. 0.02% New 931 $208K
Choate Investment Advisors 0.00% New 928 $208K
3Chopt Investment Partners, LLC 0.04% New 927 $207K
Symphony Financial, Ltd. Co. 0.02% New 925 $207K
Motco 0.02% Add +13.1% 924 $207K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +14.2% 923 $206K
Level Four Advisory Services, LLC 0.01% New 922 $206K
Citizens Financial Group Inc. 0.00% New 921 $206K
Alpha Family Trust 0.08% New 920 $206K
Foster Group, Inc. 0.01% New 919 $206K
Win Advisors, Inc. 0.07% New 918 $205K
Fairview Capital Investment Management, LLC 0.01% New 915 $205K
Enterprise Financial Services Corp 0.08% New 905 $202K
Thompson Investment Management, Inc. 0.02% Add +1.5% 902 $202K
Aviance Capital Partners, LLC 0.02% New 900 $201K
Callahan Advisors, LLC 0.02% New 900 $201K
CYBER HORNET ETFs LLC 0.11% Reduce -1.4% 884 $198K
Hoey Investments, Inc. 0.03% Add +12.9% 875 $196K
Muzinich & Co., Inc. 0.06% No change 843 $189K
Stelac Advisory Services LLC 0.03% No change 833 $186K
Silvant Capital Management LLC 0.01% No change 821 $184K
Rosenberg Matthew Hamilton 0.03% No change 816 $182K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -9.1% 816 $182K
Vestor Capital, LLC 0.01% Reduce -81.3% 187 $180K
CVA Family Office, LLC 0.02% Reduce -0.9% 773 $173K
Fortitude Family Office, LLC 0.03% Add +10.8% 717 $160K
Global X Japan Co., Ltd. 0.01% Reduce -20.5% 709 $159K
Montag A & Associates Inc. 0.01% No change 702 $157K
Quent Capital, LLC 0.01% Add +17.1% 686 $153K
Caldwell Sutter Capital, Inc. 0.06% Add +3.3% 667 $149K
TD Private Client Wealth LLC 0.00% Reduce -80.0% 662 $148K
CoreCap Advisors, LLC 0.00% Reduce -3.8% 657 $147K
Concord Wealth Partners 0.02% New 632 $141K
Caldwell Trust Co 0.01% Add +4000.0% 615 $138K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +5.1% 597 $134K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -53.8% 594 $133K
Johnson Financial Group, Inc. 0.00% Reduce -2.3% 589 $132K
Cary Street Partners Investment Advisory LLC 0.03% Add +16.1% 578 $129K
Zions Bancorporation, National Association 0.01% Add +14.9% 577 $129K
PFS Partners, LLC 0.05% Add +0.2% 571 $128K
Capital Analysts, LLC 0.00% Reduce -19.7% 568 $127K
First Horizon Corp. 0.00% Reduce -22.1% 563 $126K
Central Pacific Bank - Trust Division 0.01% Add +2.4% 551 $123K
Farmers & Merchants Investments Inc. 0.00% No change 546 $122K
NBT Bank, N.A. 0.01% No change 544 $122K
Owl Creek Wealth Partners LLC 0.04% Add +1.9% 537 $120K
Oslo Pensjonsforsikring AS 0.01% No change 536 $120K
Halbert Hargrove Global Advisors, LLC 0.01% No change 521 $117K
Basepoint Wealth LLC 0.06% Add +0.8% 502 $112K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 500 $112K
Mowery & Schoenfeld Wealth Management, LLC 0.14% No change 469 $105K
GHP Investment Advisors, Inc. 0.00% Add +0.9% 461 $103K
Vision Retirement, LLC 0.02% Add +0.7% 453 $101K
Capital Advisors, Ltd. LLC 0.01% Add +1.2% 416 $93K
JTC Employer Solutions Trustee Ltd 0.01% No change 412 $92K
Silver Grove Financial Group, Inc. 0.05% New 411 $92K
First Financial Corp. 0.03% No change 400 $89K
Indiana Trust & Investment Management Co 0.02% No change 390 $87K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 375 $84K
Grove Bank & Trust 0.01% Reduce -6.1% 369 $83K
Geneos Wealth Management Inc. 0.00% No change 358 $80K
Glass Jacobson Investment Advisors llc 0.02% No change 355 $79K
Golden State Wealth Management, LLC 0.01% No change 347 $78K
Delta Asset Management LLC 0.01% Add +11.3% 345 $77K
Eastern Bank 0.00% No change 341 $76K
Richardson Financial Services Inc. 0.04% Add +11.6% 337 $75K
Anchor Investment Management, LLC 0.01% No change 334 $75K
Creative Financial Designs Inc. 0.00% Reduce -8.0% 332 $74K
Keating Financial Advisory Services, Inc. 0.01% Add +87.5% 330 $74K
Atlantic Union Bankshares Corp 0.00% Reduce -9.1% 330 $74K
Kozak & Associates, Inc. 0.01% Add +0.9% 328 $73K
Centerpoint Advisors, LLC 0.02% No change 327 $73K
United Community Bank 0.02% No change 326 $73K
Fairscale Capital, LLC 0.04% No change 324 $72K
Evolution Wealth Management Inc. 0.04% No change 317 $71K
Wealth Enhancement Trust Services, Inc. 0.01% Add +153.6% 317 $71K
IAG Wealth Partners, LLC 0.01% Reduce -26.9% 315 $70K
Sfam, LLC 0.06% No change 307 $69K
Colonial Trust Co / SC 0.01% Reduce -5.6% 301 $68K
Towne Trust Company, N.A 0.02% No change 300 $67K
Key Financial Inc 0.01% No change 300 $67K
Activest Wealth Management 0.01% Reduce -78.0% 277 $62K
Blume Capital Management, Inc. 0.01% No change 270 $60K
Continuum Advisory, LLC 0.00% New 269 $60K
Steigerwald, Gordon & Koch Inc. 0.01% No change 266 $59K
MV Capital Management, Inc. 0.01% Add +0.4% 260 $58K
BOK Financial Private Wealth, Inc. 0.00% Add +7.9% 245 $55K
Trust Co 0.00% Reduce -10.1% 241 $54K
Bell Investment Advisors, Inc 0.01% Reduce -0.4% 237 $53K
SHP Wealth Management 0.00% Add +4.5% 232 $52K
Valley National Advisers Inc. 0.01% Add +1.3% 230 $51K
DT Investment Partners, LLC 0.00% No change 228 $51K
Wilkerson Advisory Group LLC 0.02% Add +11.8% 227 $51K
Tompkins Financial Corp. 0.00% Reduce -34.6% 225 $50K
Aventura Private Wealth, LLC 0.01% No change 213 $48K
Synergy Investment Management, LLC 0.01% Add +128.3% 210 $47K
Dynamic Wealth Strategies, LLC 0.03% No change 210 $47K
Salomon & Ludwin, LLC 0.00% No change 210 $47K
Trust Co. of Toledo NA 0.00% Add +33.5% 207 $46K
Key Capital Management, INC 0.02% Reduce -11.4% 202 $45K
Burnham & Co LLC 0.04% — 200 $45K
Avalon Trust Co 0.00% New 200 $45K
Bruce G. Allen Investments, LLC 0.03% No change 193 $43K
Dogwood Wealth Management LLC 0.02% Add +12.3% 192 $43K
New England Capital Financial Advisors LLC 0.01% Add +1.1% 186 $42K
Flagship Wealth Advisors, LLC 0.01% No change 184 $41K
GW&K Investment Management, LLC 0.00% Reduce -2.1% 182 $41K
WPG Advisers, LLC 0.02% Add +40.3% 181 $40K
N.E.W. Advisory Services LLC 0.00% Add +335.0% 174 $39K
AdvisorNet Financial, Inc 0.00% Reduce -24.8% 173 $39K
Essential Partners LLC 0.02% Reduce -37.4% 161 $36K
West Paces Advisors Inc. 0.01% New 157 $35K
True Wealth Design, LLC 0.01% Add +9.1% 156 $35K
Atwood & Palmer Inc. 0.00% Reduce -4.9% 155 $35K
Arlington Trust Co LLC 0.00% No change 154 $34K
Fiduciary Financial Advisors 0.00% New 156 $34K
Boyd Watterson Asset Management LLC 0.01% No change 150 $34K
McDonald Partners LLC 0.01% New 150 $34K
Highline Wealth Partners LLC 0.01% Add +90.9% 147 $33K
Osbon Capital Management LLC 0.03% Add +59.3% 145 $32K
Hughes Financial Services, LLC 0.00% Add +11.9% 141 $32K
Barnes Dennig Private Wealth Management LLC 0.03% Add +37.3% 140 $31K
Anchor Bay Capital, Inc. 0.02% — 137 $30K
Cape Investment Advisory, Inc. 0.01% New 132 $30K
Kemnay Advisory Services Inc. 0.00% Add +4.8% 131 $29K
Cornerstone Planning Group LLC 0.00% Reduce -8.6% 127 $29K
Avion Wealth 0.01% Add +18.4% 129 $28K
Napier Financial, LLC 0.01% Reduce -0.8% 125 $28K
Ancora Advisors LLC 0.00% Reduce -81.9% 120 $27K
JPL Wealth Management, LLC 0.01% Add +27.2% 117 $26K
Physician Wealth Advisors, Inc. 0.00% Add +31.0% 114 $25K
High Note Wealth, LLC 0.00% Add +12.9% 114 $25K
Prosperity Bancshares Inc 0.02% New 111 $25K
LifeSteps Financial, Inc. 0.01% New 111 $25K
Duncker Streett & Co. Inc. 0.00% Reduce -6.8% 109 $24K
Ares Financial Consulting, LLC 0.02% No change 107 $24K
American National Bank & Trust 0.00% Add +300.0% 104 $23K
Transamerica Financial Advisors, LLC 0.00% Add +98.1% 103 $23K
Westside Investment Management, Inc. 0.00% No change 102 $23K
McMillan Office, Inc. 0.00% No change 102 $23K
Bayban 0.02% No change 100 $22K
First United Bank & Trust 0.01% No change 100 $22K
Toth Financial Advisory Corp. 0.00% Add +3233.3% 100 $22K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $22K
Webster Bank, N. A. 0.00% No change 100 $22K
Pacific Center for Financial Services 0.00% No change 99 $22K
Financial Management Professionals, Inc. 0.00% Add +2.1% 98 $22K
Westend Capital Management, LLC 0.00% Reduce -1.1% 87 $19K
Covestor Ltd 0.01% Reduce -2.4% 83 $19K
Abound Wealth Management 0.00% Reduce -34.4% 84 $19K
First Command Advisory Services, Inc. 0.00% Reduce -57.5% 82 $18K
Pinnacle Bancorp, Inc. 0.00% No change 80 $18K
Glen Eagle Advisors, LLC 0.00% No change 80 $18K
Spectrum Wealth Advisory Group, LLC 0.01% New 80 $18K
Park Place Capital Corp 0.00% Reduce -30.7% 79 $18K
Westfuller Advisors, LLC 0.01% No change 78 $17K
Murphy & Mullick Capital Management Corp 0.01% Reduce -3.8% 77 $17K
Wolff Wiese Magana LLC 0.01% No change 76 $17K
Center for Financial Planning, Inc. 0.00% No change 76 $17K
Financial Network Wealth Advisors LLC 0.02% Add +1.4% 75 $17K
Atlas Capital Advisors Inc. 0.00% No change 73 $16K
Hollencrest Capital Management 0.00% Add +1.4% 72 $16K
Rossby Financial, LCC 0.00% Reduce -1.4% 72 $16K
Kelleher Financial Advisors 0.00% Add +36.5% 71 $16K
Sachetta, LLC 0.01% Add +43.8% 69 $15K
1 North Wealth Services LLC 0.01% New 69 $15K
West Branch Capital LLC 0.00% No change 69 $15K
Private Wealth Management Group, LLC 0.00% No change 69 $15K
Orion Capital Management LLC 0.00% Add +1.5% 69 $15K
Noble Wealth Management PBC 0.01% Add +4.7% 67 $15K
Cornerstone Financial Management LLC 0.01% Add +24.5% 66 $15K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 64 $14K
Financial Life Planners 0.01% Add +1.6% 62 $14K
Financial Consulate, Inc. 0.00% Add +3.4% 61 $14K
Institute for Wealth Management, LLC. 0.00% New 60 $13K
Bare Financial Services, Inc 0.00% Add +90.3% 59 $13K
Frazier Financial Advisors, LLC 0.01% No change 58 $13K
Strategic Advocates LLC 0.05% Reduce -16.2% 57 $13K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -20.3% 55 $12K
LOM Asset Management Ltd 0.00% No change 55 $12K
IMG Wealth Management, Inc. 0.01% Add +42.1% 54 $12K
Horizon Financial Services, LLC 0.00% Add +31.7% 54 $12K
Oakworth Capital, Inc. 0.00% No change 52 $12K
Pittenger & Anderson Inc. 0.00% No change 52 $12K
Bartlett & Co. Wealth Management LLC 0.00% Add +64.5% 51 $11K
Kilter Group LLC 0.00% Reduce -7.4% 50 $11K
Bangor Savings Bank 0.00% No change 50 $11K
Colonial Trust Advisors 0.00% No change 50 $11K
Aspect Partners, LLC 0.00% Add +2.0% 50 $11K
Allied Private Wealth LLC 0.01% — 51 $11K
Compass Financial Management LLC 0.00% — 49 $11K
Leonteq Securities AG 0.00% No change 49 $11K
JFS Wealth Advisors, LLC 0.00% Add +11.4% 49 $11K
Dunhill Financial, LLC 0.00% Add +14.3% 48 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 48 $11K
Raffa Wealth Management, LLC 0.00% Add +14.3% 48 $11K
SouthState Bank Corp 0.00% Add +24.3% 46 $10K
Financial Perspectives, Inc 0.00% Reduce -11.5% 46 $10K
Gold Investment Management Ltd. 0.00% No change 45 $10K
Creative Capital Management Investments LLC 0.00% No change 41 $9K
Adirondack Trust Co. 0.00% No change 40 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 38 $8K
Signature Equity Partners, LLC 0.00% Reduce -68.6% 38 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -14.6% 35 $8K
Principia Wealth Advisory, LLC 0.00% Add +20.7% 35 $8K
Crewe Advisors LLC 0.00% Reduce -45.3% 35 $8K
Rialto Wealth Management, LLC 0.00% Add +29.2% 31 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $7K
NBH Bank 0.00% — 31 $7K
Ameriflex Group, Inc. 0.00% Add +520.0% 31 $7K
Nova Wealth Management, Inc. 0.00% No change 31 $7K
Park Square Financial Group, LLC 0.06% Reduce -18.9% 30 $7K
Addison Advisors LLC 0.00% No change 28 $6K
Imprint Wealth LLC 0.03% No change 28 $6K
Fairman Group, LLC 0.00% No change 28 $6K
IMA Advisory Services, Inc. 0.00% Reduce -26.3% 28 $6K
Strategic Investment Solutions, Inc. 0.00% No change 28 $6K
Plante Moran Financial Advisors, LLC 0.00% New 27 $6K
SJS Investment Consulting Inc. 0.00% Reduce -13.8% 25 $6K
Davis Capital Management 0.00% Add +31.6% 25 $6K
Crews Bank & Trust 0.00% No change 25 $6K
Marshall Investment Management, LLC 0.00% New 24 $5K
Burk Holdings LLC 0.00% No change 24 $5K
Cullen/Frost Bankers, Inc. 0.00% Reduce -84.3% 23 $5K
POM Investment Strategies, LLC 0.01% No change 23 $5K
Morse Asset Management, Inc 0.00% Add +91.7% 23 $5K
Retirement Wealth Solutions LLC 0.00% No change 23 $5K
Tsfg, LLC 0.00% New 22 $5K
Archer Investment Corp 0.00% No change 22 $5K
HM Payson & Co. 0.00% No change 22 $5K
Planning Strategies Inc. 0.00% — 21 $5K
Clark Wealth Partners 0.00% No change 20 $4K
Smallwood Wealth Investment Management, LLC 0.00% Reduce -33.3% 20 $4K
Strategic Wealth Partners, Ltd. 0.00% Reduce -9.1% 20 $4K
Country Trust Bank 0.00% Reduce -31.0% 20 $4K
Hudson Edge Investment Partners Inc. 0.00% Reduce -100.0% 19 $4K
Medallion Wealth Advisors, LLC 0.00% Add +5.9% 18 $4K
Groesbeck Investment Management Corp. 0.01% No change 20 $4K
Costello Asset Management, INC 0.00% No change 17 $4K
Darwin Wealth Management, LLC 0.00% No change 17 $4K
S&T Bank 0.00% No change 16 $4K
GoalVest Advisory LLC 0.00% New 16 $4K
Private Wealth Asset Management, LLC 0.00% No change 16 $4K
Quest 10 Wealth Builders, Inc. 0.00% No change 15 $3K
American Capital Advisory, LLC 0.00% Add +7.1% 15 $3K
Independence Bank of Kentucky 0.00% Reduce -40.0% 15 $3K
Nemes Rush Group LLC 0.00% No change 15 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 14 $3K
Ascentis Independent Advisors 0.01% Reduce -99.9% 13 $3K
Nvwm, LLC 0.00% Add +8.3% 13 $3K
Gilpin Wealth Management, LLC 0.00% No change 12 $3K
Alerus Financial NA 0.00% No change 12 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 14 $3K
Trifecta Capital Advisors, LLC 0.00% New 11 $2K
Mascoma Wealth Management LLC 0.00% No change 11 $2K
RMG Wealth Management LLC 0.00% No change 11 $2K
Silicon Valley Capital Partners 0.00% No change 10 $2K
Quaker Wealth Management, LLC 0.00% No change 10 $2K
Washington Trust Advisors, Inc. 0.00% No change 9 $2K
Elevated Capital Advisors, LLC 0.00% No change 8 $2K
FWL Investment Management, LLC 0.00% New 8 $2K
NORTHSTAR ASSET MANAGEMENT Co 0.00% New 7 $2K
Asset Dedication, LLC 0.00% Add +100.0% 6 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 5 $1K
Signature Resources Capital Management, LLC 0.00% No change 5 $1K
Pin Oak Investment Advisors Inc. 0.00% New 6 $1K
Strengthening Families & Communities, LLC 0.00% New 4 $895
Provenance Wealth Advisors, LLC 0.00% New 4 $895
Tidemark, LLC 0.00% No change 3 $671
Mosley Wealth Management 0.00% New 3 $671
Breakwater Investment Management 0.00% No change 3 $671
Cassaday & Co Wealth Management LLC 0.00% Reduce -66.7% 3 $671
Banque Cantonale Vaudoise 0.00% Reduce -36.7% 2,069 $462
3 Factor Indexing, LLC 0.00% No change 2 $448
ROSS\JOHNSON & Associates LLC 0.01% Add +100.0% 2 $447
Godfrey Financial Associates, Inc. 0.00% No change 2 $447
Downshift Financial, LLC 0.00% New 2 $447
Stone House Investment Management, LLC 0.00% Add +100.0% 2 $447
Buck Wealth Strategies, LLC 0.00% New 2 $447
Redwood Park Advisors LLC 0.00% No change 1 $224
Highland Investment Advisors LLC 0.00% — 1 $224
Kingdom Financial Group LLC. 0.00% Reduce -99.1% 1 $202
Evolution Advisers, Inc. 0.00% New 3 $0

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