Sun CommunitiesSUI
13F holders, Q3 2024 (September 30)517holders +10
64new positions
52sold out
6famous investors
$135.17avg. 13F price*
At the end of Q3 2024, 517 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings, up 10 from Q2 2024. 64 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($2.4B), Cohen & Steers, Inc. ($1.7B) and BlackRock, Inc. ($1.5B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Sun Communities Inc.
- Filed as
- SUN CMNTYS INC (Q3 2024)
- CUSIP
- 866674104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $180.6M |
| Exits | 52 | $132.0M |
All 13F filers, Q2 2024 → Q3 2024: 10,926,468 shares bought and 8,232,922 shares sold, net +2,693,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| Vanguard Group Inc. | 0.04% | Reduce -1.1% | 17,554,553 | $2.4B |
| Cohen & Steers, Inc. | 3.02% | Add +10.4% | 12,561,918 | $1.7B |
| BlackRock, Inc. | 0.03% | — | 10,924,997 | $1.5B |
| Norges Bank | 0.14% | Add +9.3% | 7,285,083 | $984.6M |
| Dodge & Cox | 0.46% | Add +6.9% | 5,961,165 | $805.7M |
| FMR LLC | 0.04% | Add +37.6% | 5,233,656 | $707.3M |
| State Street Corp. | 0.03% | Reduce -4.7% | 4,987,669 | $678.7M |
| T. Rowe Price Associates Inc. | 0.07% | Add +23.8% | 4,637,683 | $626.8M |
| Massachusetts Financial Services Co. | 0.12% | Add +0.1% | 2,953,146 | $399.1M |
| Principal Financial Group Inc. | 0.18% | Reduce -28.7% | 2,489,203 | $336.4M |
| Geode Capital Management, LLC | 0.02% | Reduce -2.6% | 2,094,327 | $282.4M |
| Centersquare Investment Management LLC | 2.61% | Reduce -4.7% | 2,058,368 | $278.2M |
| Daiwa Securities Group Inc. | 1.20% | Reduce -13.4% | 1,901,463 | $257.0M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -0.2% | 1,780,412 | $240.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +1061.4% | 1,323,479 | $178.9M |
| CBRE Investment Management Listed Real Assets LLC | 2.69% | Add +6.4% | 1,247,076 | $168.5M |
| PGGM Investments | 2.02% | Reduce -6.3% | 1,168,625 | $157.9M |
| Legal & General Group Plc | 0.04% | Reduce -6.1% | 1,097,718 | $148.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.3% | 1,075,541 | $145.4M |
| Canada Pension Plan Investment Board | 0.13% | Reduce -26.5% | 1,044,991 | $141.2M |
| Morgan Stanley | 0.01% | Reduce -8.2% | 1,010,552 | $136.6M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -15.7% | 1,004,556 | $136.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -39.1% | 990,076 | $133.8M |
| Westfield Capital Management Co. LP | 0.59% | Add +58.8% | 959,879 | $129.7M |
| Northern Trust Corp. | 0.02% | Reduce -8.9% | 746,620 | $100.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -4.4% | 671,690 | $90.8M |
| Russell Investments Group, Ltd. | 0.13% | Reduce -29.4% | 662,521 | $89.6M |
| Resolution Capital Ltd | 1.53% | Add +4.1% | 659,792 | $89.2M |
| Sei Investments Co. | 0.11% | Add +5.2% | 646,445 | $87.4M |
| Citadel Advisors | 0.09% | Add +479.6% | 623,302 | $84.2M |
| Duff & Phelps Investment Management Co. | 0.95% | Reduce -8.0% | 609,647 | $82.4M |
| Schroder Investment Management Group | 0.08% | Reduce -1.0% | 566,346 | $76.5M |
| Bank of America Corp. | 0.01% | Add +0.8% | 538,533 | $72.8M |
| Millennium Management | 0.06% | Add +9.6% | 500,785 | $67.7M |
| Wellington Management Group LLP | 0.01% | Reduce -19.9% | 499,810 | $67.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.8% | 492,299 | $66.5M |
| Long Pond Capital, LP | 2.92% | New | 481,033 | $65.0M |
| Alyeska Investment Group, L.P. | 0.33% | Add +117.8% | 472,808 | $63.9M |
| Neuberger Berman Group LLC | 0.05% | Add +12.9% | 448,651 | $60.6M |
| APG Asset Management US Inc. | 0.41% | Reduce -1.4% | 447,638 | $59.9M |
| Anchor Capital Advisors LLC | 1.57% | Reduce -0.2% | 437,981 | $59.2M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -2.6% | 437,869 | $59.2M |
| GRS Advisors, LLC | 5.51% | Add +2116.5% | 430,996 | $58.2M |
| Lasalle Investment Management Securities LLC | 2.22% | Reduce -2.1% | 428,625 | $57.9M |
| GW&K Investment Management, LLC | 0.49% | Add +2.5% | 425,307 | $57.5M |
| Macquarie Group Ltd. | 0.06% | Reduce -24.8% | 399,608 | $54.0M |
| Qube Research & Technologies Ltd | 0.09% | Add +982.0% | 374,577 | $50.6M |
| Invesco Ltd. | 0.01% | Reduce -45.1% | 372,049 | $50.3M |
| UBS Group AG | 0.01% | Add +180.6% | 370,875 | $50.1M |
| Swiss National Bank | 0.03% | Add +0.4% | 369,860 | $50.0M |
| HSBC Holdings PLC | 0.03% | Reduce -11.6% | 316,572 | $42.7M |
| Royal Bank of Canada | 0.01% | Add +0.8% | 300,058 | $40.6M |
| Cramer Rosenthal McGlynn LLC | 2.21% | Add +3.9% | 294,706 | $39.8M |
| Wells Fargo & Company | 0.01% | Reduce -2.6% | 274,901 | $37.2M |
| Vision Capital Corp | 9.20% | Reduce -26.5% | 274,860 | $37.1M |
| CI Investments Inc. | 0.14% | Reduce -12.3% | 274,194 | $37.1M |
| STRS Ohio | 0.13% | Reduce -8.4% | 245,733 | $33.2M |
| Schonfeld Strategic Advisors LLC | 0.26% | Add +218.8% | 239,255 | $32.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.9% | 238,919 | $32.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.9% | 230,243 | $31.1M |
| California Public Employees Retirement System | 0.02% | Add +1.1% | 229,193 | $31.0M |
| Land & Buildings Investment Management, LLC | 6.30% | Reduce -11.7% | 227,942 | $30.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.5% | 226,565 | $30.6M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +25.0% | 225,000 | $30.4M |
| Asset Management One Co., Ltd. | 0.11% | Reduce -4.4% | 222,595 | $30.1M |
| Amundi | 0.01% | Add +49.8% | 235,188 | $29.4M |
| Woodline Partners LP | 0.25% | New | 217,017 | $29.3M |
| FIL Ltd | 0.03% | Add +58.7% | 215,911 | $29.2M |
| National Pension Service | 0.03% | No change | 213,994 | $28.9M |
| Susquehanna International Group, LLP | 0.05% | Add +46.5% | 213,187 | $28.8M |
| Gillson Capital LP | 2.62% | New | 213,100 | $28.8M |
| Public Employees Retirement System of Ohio | 0.12% | Reduce -5.1% | 212,049 | $28.7M |
| Whittier Trust Co. | 0.38% | Add +2.7% | 211,431 | $28.6M |
| Prudential Financial Inc. | 0.04% | Reduce -29.3% | 209,887 | $28.4M |
| Ceredex Value Advisors LLC | 0.55% | Reduce -44.4% | 207,268 | $28.2M |
| NFJ Investment Group, LLC | 0.82% | Reduce -5.7% | 208,223 | $28.1M |
| SW Investment Management LLC | 7.15% | No change | 200,000 | $27.0M |
| California State Teachers Retirement System | 0.03% | Reduce -0.1% | 193,954 | $26.2M |
| Aew Capital Management L P | 1.11% | Add +3.3% | 191,660 | $25.9M |
| Nomura Asset Management Co. Ltd. | 0.08% | Reduce -5.2% | 190,581 | $25.8M |
| AXA S.A. | 0.07% | Reduce -5.4% | 177,254 | $24.0M |
| Private Management Group Inc. | 0.80% | Reduce -28.5% | 167,891 | $22.7M |
| State of New Jersey Common Pension Fund D | 0.09% | No change | 167,354 | $22.6M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -11.4% | 165,839 | $22.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -2.0% | 165,177 | $22.3M |
| Swedbank AB | 0.03% | Add +52.8% | 162,368 | $21.9M |
| Rhumbline Advisers | 0.02% | Reduce -0.7% | 161,714 | $21.9M |
| Jane Street Group, LLC | 0.04% | Add +3008.8% | 161,161 | $21.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.22% | Add +9.1% | 159,278 | $21.5M |
| Deutsche Bank AG | 0.01% | Reduce -79.2% | 158,672 | $21.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -0.3% | 157,894 | $21.3M |
| Adelante Capital Management LLC | 1.35% | Reduce -25.5% | 154,958 | $20.9M |
| Los Angeles Capital Management LLC | 0.08% | Add +173.7% | 150,174 | $20.3M |
| Waratah Capital Advisors Ltd. | 1.08% | Reduce -79.6% | 133,109 | $18.0M |
| Barclays PLC | 0.01% | Reduce -19.3% | 127,286 | $17.2M |
| Jump Financial, LLC | 0.36% | Add +769.9% | 125,600 | $17.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -6.1% | 122,667 | $16.6M |
| Chilton Capital Management LLC | 0.67% | Reduce -15.4% | 117,965 | $16.0M |
| Korea Investment CORP | 0.04% | Add +44.8% | 111,118 | $15.0M |
| Presima Securities ULC | 3.27% | Reduce -16.6% | 110,353 | $14.9M |
| DekaBank Deutsche Girozentrale | 0.03% | Reduce -4.9% | 110,373 | $14.9M |
| KBC Group NV | 0.04% | Add +303.3% | 109,939 | $14.9M |
| Nicola Wealth Management LTD. | 1.17% | No change | 106,184 | $14.8M |
| Third Avenue Management LLC | 2.38% | No change | 107,795 | $14.6M |
| Marshall Wace, LLP | 0.02% | Reduce -58.0% | 107,113 | $14.5M |
| HRT Financial LP | 0.07% | Add +87.3% | 106,464 | $14.4M |
| BNP Paribas Financial Markets | 0.01% | Add +53.2% | 106,103 | $14.3M |
| DigitalBridge Group, Inc. | 1.12% | Reduce -40.8% | 104,467 | $14.1M |
| Manning & Napier Advisors LLC | 0.15% | Reduce -7.1% | 101,607 | $13.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -28.2% | 100,945 | $13.6M |
| Poplar Forest Capital LLC | 1.75% | Reduce -22.1% | 95,026 | $12.8M |
| 1832 Asset Management L.P. | 0.02% | Add +2.7% | 94,671 | $12.8M |
| Corient Private Wealth LP | 0.02% | Reduce -5.3% | 93,071 | $12.6M |
| Whittier Trust Co. of Nevada Inc. | 0.31% | Add +2.7% | 89,261 | $12.1M |
| B&I Capital AG | 3.36% | Reduce -3.6% | 85,798 | $11.6M |
| Chartwell Investment Partners, LLC | 0.40% | Reduce -1.5% | 85,296 | $11.5M |
| Ameriprise Financial Inc. | 0.00% | Add +34.8% | 83,150 | $11.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +28.9% | 82,686 | $11.2M |
| Bank of Montreal | 0.01% | Add +148.1% | 78,974 | $10.7M |
| Victory Capital Management Inc. | 0.01% | Add +6.9% | 77,203 | $10.4M |
| Hunter Perkins Capital Management, LLC | 2.05% | Reduce -34.7% | 74,530 | $10.1M |
| TD Asset Management Inc | 0.01% | Add +0.3% | 74,241 | $10.1M |
| Baillie Gifford & Co. | 0.01% | Reduce -15.6% | 73,147 | $9.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -7.7% | 72,406 | $9.8M |
| Greenland Capital Management LP | 1.76% | Add +106.0% | 71,699 | $9.7M |
| State of Wisconsin Investment Board | 0.02% | Add +6.7% | 70,368 | $9.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -22.2% | 67,547 | $9.1M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -0.1% | 67,237 | $9.1M |
| Generate Investment Management Ltd | 0.60% | New | 66,863 | $9.0M |
| Boothbay Fund Management, LLC | 0.30% | New | 66,067 | $8.9M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -8.4% | 64,633 | $8.8M |
| Ensign Peak Advisors, Inc | 0.02% | Add +35.6% | 64,486 | $8.7M |
| Aberdeen Group plc | 0.02% | Add +6.6% | 62,674 | $8.5M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -4.6% | 60,874 | $8.2M |
| Storebrand Asset Management As | 0.03% | Add +1.4% | 60,764 | $8.2M |
| Verition Fund Management LLC | 0.06% | Reduce -39.5% | 58,815 | $7.9M |
| Van Eck Associates Corp. | 0.01% | Add +10.8% | 56,904 | $7.9M |
| Citigroup Inc. | 0.01% | Reduce -51.2% | 55,705 | $7.5M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.5% | 55,424 | $7.5M |
| IFM Investors Pty Ltd | 0.07% | Add +0.1% | 53,145 | $7.2M |
| Uniplan Investment Counsel, Inc. | 0.64% | Reduce -8.5% | 53,097 | $7.2M |
| Royal London Asset Management Ltd. | 0.02% | No change | 51,479 | $7.0M |
| Vert Asset Management LLC | 2.38% | Add +0.7% | 51,023 | $6.9M |
| Michelson Medical Research Foundation, Inc. | 4.76% | Add +138.1% | 50,000 | $6.8M |
| Employees Retirement System of Texas | 0.07% | Reduce -21.3% | 48,000 | $6.5M |
| Danske Bank A/S | 0.02% | Add +0.2% | 47,901 | $6.5M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -11.9% | 47,671 | $6.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -24.7% | 47,292 | $6.4M |
| Raymond James & Associates | 0.00% | Reduce -1.4% | 46,805 | $6.3M |
| Gotham Asset Management | 0.06% | Reduce -7.7% | 45,343 | $6.1M |
| Osborne Partners Capital Management, LLC | 0.34% | Add +0.4% | 43,757 | $5.9M |
| Andra AP-fonden | 0.08% | Add +63.1% | 42,400 | $5.7M |
| American Century Companies Inc. | 0.00% | Reduce -4.0% | 40,600 | $5.5M |
| Cibc World Markets Corp. | 0.04% | Add +470.0% | 38,233 | $5.2M |
| UniSuper Management Pty Ltd | 0.04% | Add +0.3% | 37,800 | $5.1M |
| Zimmer Partners, LP | 0.10% | New | 37,500 | $5.1M |
| Arizona State Retirement System | 0.03% | Add +4.5% | 35,708 | $4.8M |
| Holocene Advisors, LP | 0.02% | Reduce -15.0% | 35,448 | $4.8M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -22.8% | 34,739 | $4.7M |
| American Assets Capital Advisers, LLC | 1.42% | Reduce -3.0% | 34,194 | $4.6M |
| Handelsbanken Fonder AB | 0.02% | Add +12.2% | 33,116 | $4.5M |
| Harvest Portfolios Group Inc. | 0.15% | Add +16.5% | 32,806 | $4.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Reduce -0.9% | 32,658 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Reduce -47.7% | 32,605 | $4.4M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.11% | Reduce -50.3% | 32,262 | $4.4M |
| DAVENPORT & Co LLC | 0.03% | Reduce -1.4% | 31,909 | $4.3M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +0.3% | 31,438 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +56.4% | 31,346 | $4.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 28,251 | $3.8M |
| Twin Tree Management, LP | 0.09% | New | 27,531 | $3.7M |
| Truist Financial Corp. | 0.01% | Reduce -4.9% | 26,575 | $3.6M |
| Sterling Capital Management LLC | 0.05% | — | 26,529 | $3.6M |
| Janus Henderson Group PLC | 0.00% | No change | 26,536 | $3.6M |
| Knights of Columbus Asset Advisors LLC | 0.24% | Reduce -10.5% | 26,388 | $3.6M |
| Davis Selected Advisers | 0.02% | Reduce -2.1% | 26,100 | $3.5M |
| Aurora Investment Managers, LLC. | 2.17% | Add +26.0% | 25,055 | $3.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 24,275 | $3.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | — | 24,208 | $3.3M |
| Liberty Mutual Group Asset Management Inc. | 0.49% | Reduce -27.5% | 24,140 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.2% | 23,421 | $3.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 23,362 | $3.2M |
| Westpac Banking Corp. | 0.21% | Reduce -23.1% | 23,028 | $3.1M |
| Adams Asset Advisors, LLC | 0.41% | No change | 22,270 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.2% | 21,575 | $2.9M |
| Centiva Capital, LP | 0.13% | Add +110.1% | 21,394 | $2.9M |
| DNB Asset Management AS | 0.01% | Add +9.8% | 21,134 | $2.9M |
| LPL Financial LLC | 0.00% | Add +9.5% | 20,895 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -12.7% | 20,793 | $2.8M |
| Utah Retirement Systems | 0.03% | Reduce -47.9% | 20,403 | $2.8M |
| Tredje AP-fonden | 0.02% | No change | 19,707 | $2.7M |
| Quantbot Technologies LP | 0.10% | Add +639.2% | 19,566 | $2.6M |
| Forsta Ap-Fonden | 0.02% | Add +29.2% | 18,600 | $2.5M |
| First Trust Advisors LP | 0.00% | Add +32.6% | 18,251 | $2.5M |
| Scientech Research LLC | 0.49% | New | 18,152 | $2.5M |
| Kennedy Capital Management LLC | 0.05% | Add +17.5% | 18,068 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -10.3% | 17,962 | $2.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +6.7% | 17,819 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -14.1% | 17,781 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Add +58.2% | 17,679 | $2.4M |
| Quadrature Capital Ltd | 0.05% | New | 17,661 | $2.4M |
| First Hawaiian Bank | 0.08% | Add +16.3% | 17,340 | $2.3M |
| First National Bank of Omaha | 0.15% | Reduce -12.0% | 16,922 | $2.3M |
| GAMCO Investors | 0.02% | Reduce -3.5% | 16,500 | $2.2M |
| Public Sector Pension Investment Board | 0.01% | Add +29.5% | 16,208 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -7.8% | 16,035 | $2.2M |
| Clarkston Capital Partners, LLC | 0.04% | No change | 16,000 | $2.2M |
| M&T Bank Corp | 0.01% | Reduce -4.0% | 15,897 | $2.1M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -20.0% | 15,809 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.1% | 15,785 | $2.1M |
| Toronto Dominion Bank | 0.00% | Add +31.6% | 15,682 | $2.1M |
| New York Life Investment Management LLC | 0.02% | Reduce -11.2% | 15,337 | $2.1M |
| Capital Square, LLC | 1.24% | Reduce -4.9% | 15,112 | $2.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -68.3% | 15,051 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 15,036 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -4.8% | 14,931 | $2.0M |
| AQR Capital Management | 0.00% | Add +60.6% | 14,848 | $2.0M |
| Inspire Investing, LLC | 0.20% | Add +9.0% | 14,624 | $2.0M |
| Prelude Capital Management, LLC | 0.15% | Reduce -51.1% | 14,552 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Add +22.6% | 13,677 | $1.8M |
| Metis Global Partners, LLC | 0.06% | Add +19.7% | 13,640 | $1.8M |
| Integrated Investment Consultants, LLC | 0.40% | No change | 13,458 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -0.3% | 13,343 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 13,206 | $1.8M |
| Atom Investors LP | 0.18% | Add +197.5% | 12,922 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 12,910 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +84.4% | 12,806 | $1.7M |
| Entropy Technologies, LP | 0.18% | Add +44.4% | 12,685 | $1.7M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 12,598 | $1.7M |
| Vident Advisory, LLC | 0.04% | Add +10.0% | 12,589 | $1.7M |
| AMG National Trust Bank | 0.05% | New | 12,503 | $1.7M |
| Burns Matteson Capital Management, LLC | 0.91% | Reduce -5.2% | 11,992 | $1.6M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -0.4% | 11,822 | $1.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 11,700 | $1.6M |
| WBH Advisory Inc. | 0.15% | Reduce -2.2% | 11,584 | $1.6M |
| Virtu Financial LLC | 0.09% | New | 11,576 | $1.6M |
| First National Advisers, LLC | 0.25% | Add +5.6% | 11,555 | $1.6M |
| Elo Mutual Pension Insurance Co | 0.03% | Reduce -10.3% | 11,071 | $1.5M |
| Mariner, LLC | 0.00% | Add +5.0% | 11,045 | $1.5M |
| Spirit of America Management Corp. | 0.30% | Reduce -17.3% | 11,000 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Add +1.5% | 10,942 | $1.5M |
| Xponance LLC | 0.01% | Add +3.0% | 10,853 | $1.5M |
| Brasada Capital Management, LP | 0.25% | Reduce -13.1% | 10,860 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | No change | 10,550 | $1.4M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 10,496 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +4.2% | 10,352 | $1.4M |
| Paralel Advisors LLC | 0.06% | No change | 10,314 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.0% | 10,292 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -6.0% | 10,292 | $1.4M |
| Cascade Investment Advisors, Inc. | 0.88% | Add +0.7% | 10,288 | $1.4M |
| Point72 (DIFC) Ltd | 0.11% | New | 10,220 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -2.9% | 10,104 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -3.2% | 9,933 | $1.3M |
| Engineers Gate Manager LP | 0.03% | New | 9,897 | $1.3M |
| Nordea Investment Management AB | 0.00% | No change | 9,877 | $1.3M |
| Ossiam | 0.03% | Add +44.5% | 9,576 | $1.3M |
| Creative Planning | 0.00% | Add +56.8% | 9,491 | $1.3M |
| Ostrum Asset Management | 0.10% | Add +1.2% | 9,206 | $1.2M |
| Naviter Wealth, LLC | 0.17% | Add +2.5% | 8,936 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +25.5% | 8,888 | $1.2M |
| DoubleLine ETF Adviser LP | 0.28% | New | 8,369 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 8,172 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +1.1% | 7,912 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +10.8% | 7,792 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | No change | 7,701 | $1.0M |
| Vinva Investment Management Ltd | 0.04% | Add +60.5% | 7,651 | $1.0M |
| Quantinno Capital Management LP | 0.01% | Add +22.1% | 7,695 | $1.0M |
| Franklin Resources Inc. | 0.00% | Reduce -11.3% | 7,763 | $1.0M |
| K.J. Harrison & Partners Inc | 0.15% | Reduce -4.4% | 7,455 | $999K |
| Tacita Capital Inc | 0.64% | Reduce -10.4% | 7,259 | $981K |
| US Bancorp \de | 0.00% | Reduce -0.8% | 7,075 | $956K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -26.3% | 7,046 | $952K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +26.0% | 6,887 | $931K |
| Atria Investments, Inc | 0.01% | Reduce -10.7% | 6,817 | $921K |
| Mackenzie Financial Corp. | 0.00% | Reduce -6.2% | 6,618 | $894K |
| Federated Hermes, Inc. | 0.00% | Reduce -17.8% | 6,553 | $886K |
| Cetera Investment Advisers | 0.00% | Reduce -15.1% | 6,544 | $884K |
| Bank of Nova Scotia | 0.00% | Add +1.6% | 6,483 | $876K |
| Amalgamated Bank | 0.01% | Reduce -4.1% | 6,481 | $876K |
| Yousif Capital Management, LLC | 0.01% | Add +1.7% | 6,445 | $871K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +5.1% | 6,338 | $862K |
| Lee Financial Co | 0.12% | Add +0.6% | 6,277 | $848K |
| Blair William & Co. | 0.00% | No change | 6,228 | $842K |
| Ethic Inc. | 0.02% | Add +6.0% | 6,483 | $834K |
| Allstate Corp. | 0.08% | Reduce -49.0% | 6,037 | $816K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 5,952 | $804K |
| Penserra Capital Management LLC | 0.02% | Reduce -2.2% | 5,777 | $780K |
| Intech Investment Management LLC | 0.01% | Reduce -34.9% | 5,744 | $776K |
| MetLife Investment Management, LLC | 0.00% | Reduce -4.9% | 5,718 | $773K |
| Banco Santander, S.A. | 0.01% | Reduce -1.2% | 5,712 | $772K |
| Tidal Investments LLC | 0.01% | Reduce -32.4% | 5,692 | $769K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -76.2% | 5,625 | $760K |
| Candriam S.C.A. | 0.00% | Add +16.0% | 5,592 | $756K |
| EntryPoint Capital, LLC | 0.43% | New | 5,572 | $753K |
| Bristlecone Advisors, LLC | 0.06% | Add +52.0% | 5,555 | $751K |
| Fifth Third Bancorp | 0.00% | Add +7.1% | 5,548 | $750K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.5% | 5,536 | $748K |
| One Capital Management, LLC | 0.02% | Reduce -6.3% | 5,488 | $742K |
| Norinchukin Bank, The | 0.02% | Reduce -6.6% | 5,364 | $725K |
| Arkadios Wealth Advisors | 0.04% | Reduce -4.2% | 5,169 | $699K |
| Commerzbank Aktiengesellschaft | 0.02% | No change | 4,992 | $675K |
| HB Wealth Management, LLC | 0.01% | Add +0.5% | 4,976 | $673K |
| Panagora Asset Management Inc. | 0.00% | No change | 4,973 | $672K |
| SkyOak Wealth, LLC | 0.15% | Reduce -12.5% | 4,946 | $668K |
| Brevan Howard Capital Management LP | 0.03% | Reduce -24.7% | 4,929 | $666K |
| Dark Forest Capital Management LP | 0.08% | Reduce -61.3% | 4,854 | $656K |
| Aviva PLC | 0.00% | Reduce -0.2% | 4,689 | $634K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.7% | 4,650 | $628K |
| Park Avenue Securities LLC | 0.01% | Reduce -14.4% | 4,608 | $623K |
| GTS Securities LLC | 0.01% | New | 4,587 | $620K |
| Nebula Research & Development LLC | 0.07% | New | 4,573 | $618K |
| Pasadena Private Wealth, LLC | 0.13% | Reduce -3.2% | 4,495 | $607K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +1.0% | 4,463 | $603K |
| CIBC Asset Management Inc | 0.00% | Add +5.5% | 4,401 | $595K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -40.0% | 4,341 | $587K |
| Avior Wealth Management, LLC | 0.02% | Add +3.0% | 4,328 | $585K |
| Global Wealth Management Investment Advisory, Inc. | 0.12% | Add +12.3% | 4,189 | $566K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 4,188 | $566K |
| Investment Management Corp of Ontario | 0.01% | Add +50.3% | 4,182 | $565K |
| Choreo, LLC | 0.01% | Reduce -49.7% | 4,188 | $565K |
| Sherbrooke Park Advisers LLC | 0.13% | New | 4,165 | $563K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.5% | 4,143 | $560K |
| Paloma Partners Management Co | 0.04% | New | 4,100 | $554K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 4,034 | $545K |
| SpiderRock Advisors, LLC | 0.01% | No change | 4,006 | $541K |
| Fox Run Management, L.L.C. | 0.12% | New | 3,892 | $526K |
| Summit Wealth Group, LLC | 0.15% | No change | 3,887 | $525K |
| Hunting Hill Global Capital, LLC | 0.73% | No change | 3,825 | $517K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.7% | 3,854 | $515K |
| RB Capital Management, LLC | 0.12% | Reduce -10.5% | 3,727 | $504K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +33.5% | 3,718 | $502K |
| MML Investors Services, LLC | 0.00% | Reduce -8.4% | 3,609 | $488K |
| Two Sigma Advisers, LP | 0.00% | New | 3,500 | $473K |
| Captrust Financial Advisors | 0.00% | Reduce -1.6% | 3,499 | $473K |
| Deerfield Management Company, L.P. | 0.01% | New | 3,486 | $471K |
| Commerce Bank | 0.00% | Reduce -0.3% | 3,445 | $466K |
| Van Hulzen Asset Management, LLC | 0.03% | New | 3,420 | $462K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -6.9% | 3,405 | $460K |
| Cresset Asset Management, LLC | 0.00% | Add +5.0% | 3,369 | $458K |
| Lantern Wealth Advisors, LLC | 0.31% | Add +17.9% | 3,300 | $446K |
| IFP Advisors, Inc | 0.02% | Reduce -3.0% | 3,261 | $441K |
| PEAK6 Investments LLC | 0.02% | New | 3,197 | $432K |
| Canal Capital Management, LLC | 0.07% | Reduce -0.9% | 3,169 | $428K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.6% | 3,161 | $427K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -1.0% | 3,054 | $425K |
| Credit Agricole S A | 0.00% | Add +7.2% | 3,110 | $420K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 3,004 | $406K |
| Advisory Alpha, LLC | 0.01% | No change | 3,000 | $405K |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -3.4% | 2,972 | $402K |
| Vestcor Inc | 0.01% | Add +36.9% | 2,915 | $394K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.00% | — | 2,889 | $390K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,889 | $390K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.5% | 2,885 | $390K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 2,873 | $388K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -6.5% | 2,860 | $387K |
| Argonautica Private Wealth Management, Inc. | 0.12% | Add +0.4% | 2,775 | $375K |
| Nixon Peabody Trust Co. | 0.03% | No change | 2,700 | $365K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.0% | 2,549 | $344K |
| Vontobel Holding Ltd. | 0.00% | Reduce -7.6% | 2,542 | $344K |
| Regions Financial Corp. | 0.00% | Add +2.8% | 2,529 | $342K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | Add +0.5% | 2,449 | $331K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -0.7% | 2,383 | $322K |
| CoreCap Advisors, LLC | 0.01% | New | 2,277 | $308K |
| Snowden Capital Advisors LLC | 0.01% | Add +11.1% | 2,197 | $299K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.7% | 2,208 | $298K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.8% | 2,195 | $297K |
| Tributary Capital Management, LLC | 0.02% | Reduce -4.4% | 2,185 | $295K |
| Gsa Capital Partners LLP | 0.02% | Reduce -59.1% | 2,050 | $277K |
| Empowered Funds, LLC | 0.00% | Add +2.0% | 2,021 | $273K |
| Pursue Wealth Partners LLC | 0.15% | No change | 1,992 | $269K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -16.9% | 1,989 | $269K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.3% | 1,974 | $267K |
| World Investment Advisors | 0.01% | Reduce -0.5% | 1,952 | $264K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 1,900 | $257K |
| Bridgefront Capital, LLC | 0.10% | Reduce -36.5% | 1,888 | $255K |
| Napa Wealth Management | 0.12% | New | 1,886 | $255K |
| &partners | 0.00% | Reduce -42.2% | 1,932 | $255K |
| Headlands Technologies LLC | 0.03% | Add +976.6% | 1,884 | $255K |
| Townsquare Capital LLC | 0.00% | New | 1,864 | $252K |
| Phoenix Financial Ltd. | 0.00% | New | 1,842 | $249K |
| Prudent Man Advisors, LLC | 0.08% | No change | 1,808 | $244K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -34.3% | 1,908 | $243K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -58.2% | 1,775 | $240K |
| Cetera Trust Company, N.A | 0.15% | Reduce -1.4% | 1,760 | $238K |
| Checchi Capital Advisers, LLC | 0.02% | New | 1,745 | $236K |
| PFG Advisors | 0.01% | No change | 1,737 | $235K |
| First Trust Direct Indexing L.P. | 0.01% | New | 1,737 | $235K |
| Catalyst Funds Management Pty Ltd | 0.05% | New | 1,700 | $230K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.4% | 1,698 | $230K |
| HighPoint Advisor Group LLC | 0.01% | New | 1,748 | $228K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 1,674 | $226K |
| Cwm, LLC | 0.00% | Reduce -4.8% | 1,656 | $224K |
| Bailard, Inc. | 0.01% | New | 1,654 | $224K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,512 | $204K |
| NewEdge Wealth, LLC | 0.00% | New | 1,511 | $204K |
| Prudential PLC | 0.00% | New | 1,503 | $203K |
| Buckhead Capital Management LLC | 0.06% | New | 1,500 | $203K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.9% | 1,500 | $203K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 1,481 | $200K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 1,434 | $194K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.0% | 1,414 | $191K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -64.1% | 1,292 | $175K |
| Exchange Traded Concepts, LLC | 0.00% | Add +438.3% | 1,292 | $175K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -62.6% | 1,280 | $173K |
| Jones Financial Companies LLLP | 0.00% | Add +104.4% | 1,212 | $165K |
| Blue Chip Partners, LLC | 0.01% | Add +0.6% | 1,192 | $161K |
| Mather Group, Llc. | 0.00% | Reduce -5.7% | 1,094 | $148K |
| Bfsg, LLC | 0.02% | Reduce -27.7% | 1,038 | $140K |
| Bessemer Group Inc. | 0.00% | Add +0.1% | 1,033 | $139K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +6.5% | 985 | $133K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.2% | 918 | $124K |
| GAMMA Investing LLC | 0.01% | Add +30.2% | 827 | $112K |
| Principal Securities, Inc. | 0.00% | Add +3.7% | 789 | $107K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 783 | $106K |
| Optimum Investment Advisors | 0.05% | No change | 775 | $105K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -10.8% | 764 | $103K |
| Quadrant Capital Group LLC | 0.01% | Reduce -6.0% | 714 | $96K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +600.0% | 700 | $95K |
| National Bank of Canada | 0.00% | Add +4.1% | 606 | $82K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 589 | $80K |
| Clearstead Advisors, LLC | 0.00% | Add +1.6% | 579 | $78K |
| Blue Trust, Inc. | 0.00% | Add +230.7% | 625 | $75K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 509 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +89.1% | 501 | $68K |
| Point72 Hong Kong Ltd | 0.00% | New | 448 | $60K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -29.5% | 402 | $54K |
| Parallel Advisors, LLC | 0.00% | Add +32.5% | 395 | $53K |
| Alpine Bank Wealth Management | 0.01% | — | 385 | $52K |
| AlphaQuest LLC | 0.00% | No change | 384 | $52K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -26.7% | 376 | $51K |
| Spire Wealth Management | 0.00% | Reduce -27.1% | 350 | $47K |
| Huntington National Bank | 0.00% | Add +6.6% | 340 | $46K |
| LGT Financial Advisors LLC | 0.11% | Reduce -45.2% | 338 | $46K |
| Wiser Advisor Group LLC | 0.07% | Add +0.6% | 334 | $45K |
| Walleye Trading LLC | 0.00% | New | 333 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | Add +11.4% | 332 | $45K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 320 | $43K |
| Brooklyn Investment Group | 0.01% | New | 305 | $41K |
| CKW Financial Group | 0.00% | No change | 300 | $40K |
| Independence Bank of Kentucky | 0.01% | New | 295 | $40K |
| Global Retirement Partners, LLC | 0.00% | Add +963.0% | 287 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Add +152.3% | 275 | $37K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 261 | $36K |
| Allworth Financial LP | 0.00% | Add +4.9% | 255 | $34K |
| Ransom Advisory, Ltd | 0.02% | Reduce -21.6% | 254 | $34K |
| Dynamic Wealth Strategies, LLC | 0.03% | New | 236 | $32K |
| Lindbrook Capital, LLC | 0.00% | Add +1.3% | 229 | $31K |
| Assetmark, Inc. | 0.00% | Add +2111.1% | 199 | $27K |
| Truvestments Capital LLC | 0.01% | Reduce -91.3% | 197 | $27K |
| Salomon & Ludwin, LLC | 0.00% | No change | 190 | $26K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -3.3% | 149 | $20K |
| Quarry LP | 0.01% | Add +101.5% | 135 | $18K |
| Riverview Trust Co | 0.02% | No change | 133 | $18K |
| International Assets Investment Management, LLC | 0.00% | Reduce -0.8% | 133 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Add +57.5% | 115 | $16K |
| Capital Analysts, LLC | 0.00% | Reduce -0.9% | 114 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.0% | 107 | $14K |
| Glassman Wealth Services | 0.00% | New | 91 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -9.1% | 90 | $12K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 101 | $12K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 88 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.5% | 86 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 86 | $12K |
| Operose Advisors LLC | 0.00% | No change | 81 | $11K |
| Valued Wealth Advisors LLC | 0.01% | No change | 77 | $10K |
| Covestor Ltd | 0.01% | Reduce -2.5% | 77 | $10K |
| Trust Co. of Vermont | 0.00% | No change | 73 | $10K |
| Meeder Asset Management Inc. | 0.00% | Add +4.3% | 72 | $10K |
| West Branch Capital LLC | 0.00% | Add +1.4% | 71 | $10K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 66 | $9K |
| Lanark Financial, Inc. | 0.00% | Reduce -16.7% | 60 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 59 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +31.8% | 58 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 55 | $7K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 51 | $7K |
| Sachetta, LLC | 0.00% | No change | 51 | $7K |
| Northwest Investment Counselors, LLC | 0.00% | New | 48 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +30.6% | 47 | $6K |
| DT Investment Partners, LLC | 0.00% | New | 45 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +2100.0% | 44 | $6K |
| Continuum Advisory, LLC | 0.00% | Add +119.0% | 46 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | New | 41 | $6K |
| Private Trust Co. NA | 0.00% | Add +14.3% | 40 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 39 | $5K |
| North Star Investment Management Corp. | 0.00% | Reduce -24.0% | 38 | $5K |
| CVA Family Office, LLC | 0.00% | Reduce -9.8% | 37 | $5K |
| Salem Investment Counselors Inc. | 0.00% | No change | 34 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 27 | $4K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -4.2% | 23 | $3K |
| Investors Research Corp | 0.00% | No change | 22 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 19 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 19 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 18 | $2K |
| CNB Bank | 0.00% | No change | 18 | $2K |
| UMB Bank, n.a. | 0.00% | Reduce -63.0% | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 16 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $2K |
| Versant Capital Management, Inc | 0.00% | Add +550.0% | 13 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 13 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 9 | $1K |
| SWAN Capital LLC | 0.00% | New | 9 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +100.0% | 8 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 8 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 6 | $816 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $811 |
| Key Financial Inc | 0.00% | No change | 6 | $811 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 5 | $681 |
| Ascentis Independent Advisors | 0.00% | New | 5 | $675 |
| Pacer Advisors, Inc. | 0.00% | New | 4 | $541 |
| Quent Capital, LLC | 0.00% | No change | 3 | $451 |
| MV Capital Management, Inc. | 0.00% | Add +50.0% | 3 | $406 |
| Cornerstone Planning Group LLC | 0.00% | New | 3 | $394 |
| Bokf, NA | 0.00% | New | 2 | $262 |
| Larson Financial Group LLC | 0.00% | New | 1 | $135 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $135 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $134 |
| Hemington Wealth Management | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.