Sun CommunitiesSUI
13F holders, Q3 2025 (September 30)506holders +38
74new positions
39sold out
5famous investors
$129.03avg. 13F price*
At the end of Q3 2025, 506 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings, up 38 from Q2 2025. 74 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($2.4B), Dodge & Cox ($1.9B) and BlackRock, Inc. ($1.5B). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Sun Communities Inc.
- Filed as
- SUN CMNTYS INC (Q3 2025)
- CUSIP
- 866674104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $219.4M |
| Exits | 39 | $102.9M |
All 13F filers, Q2 2025 → Q3 2025: 10,962,163 shares bought and 17,968,816 shares sold, net −7,006,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| Vanguard Group Inc. | 0.04% | Add +1.4% | 18,289,956 | $2.4B |
| Dodge & Cox | 1.01% | Add +2.0% | 14,480,815 | $1.9B |
| BlackRock, Inc. | 0.03% | Add +0.3% | 11,436,870 | $1.5B |
| Cohen & Steers, Inc. | 2.56% | Reduce -34.1% | 10,979,116 | $1.4B |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -9.5% | 6,373,538 | $822.2M |
| State Street Corp. | 0.02% | Add +4.2% | 5,383,984 | $699.9M |
| FMR LLC | 0.04% | Reduce -21.6% | 5,277,637 | $680.8M |
| Wellington Management Group LLP | 0.10% | Add +1224.1% | 4,485,795 | $578.7M |
| Geode Capital Management, LLC | 0.02% | Add +1.4% | 2,328,819 | $299.5M |
| Daiwa Securities Group Inc. | 0.79% | Reduce -35.0% | 1,805,115 | $232.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +3.0% | 1,788,913 | $230.8M |
| Citadel Advisors | 0.14% | Add +409.4% | 1,367,476 | $176.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +14.1% | 1,365,047 | $176.1M |
| Deutsche Bank AG | 0.05% | Reduce -17.8% | 1,054,964 | $136.1M |
| Northern Trust Corp. | 0.02% | Reduce -4.2% | 1,041,434 | $134.3M |
| Canada Pension Plan Investment Board | 0.09% | No change | 1,030,991 | $133.0M |
| Legal & General Group Plc | 0.03% | Reduce -5.3% | 1,015,532 | $131.0M |
| Nuveen, LLC | 0.03% | Add +45.8% | 987,883 | $127.4M |
| Russell Investments Group, Ltd. | 0.14% | Reduce -16.5% | 942,058 | $121.5M |
| Morgan Stanley | 0.01% | Add +2.0% | 915,259 | $118.1M |
| Capital International Investors | 0.02% | Add +0.5% | 881,810 | $113.8M |
| Jane Street Group, LLC | 0.12% | Add +104.0% | 773,328 | $99.8M |
| Millennium Management | 0.07% | Add +124.4% | 685,324 | $88.4M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -75.6% | 615,371 | $79.4M |
| HSBC Holdings PLC | 0.04% | Add +30.5% | 544,702 | $70.1M |
| Bank of America Corp. | 0.01% | Reduce -19.5% | 541,907 | $69.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.8% | 536,096 | $69.2M |
| Sei Investments Co. | 0.07% | Reduce -31.8% | 533,532 | $68.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.2% | 501,267 | $64.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -49.1% | 442,090 | $57.0M |
| GW&K Investment Management, LLC | 0.47% | Reduce -3.7% | 415,306 | $53.6M |
| Swiss National Bank | 0.03% | Reduce -4.7% | 367,960 | $47.5M |
| UBS Group AG | 0.01% | Add +16.4% | 361,820 | $46.7M |
| Schroder Investment Management Group | 0.04% | Reduce -4.2% | 357,998 | $46.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +329.1% | 345,756 | $44.6M |
| APG Asset Management US Inc. | 0.32% | Reduce -18.2% | 337,138 | $43.3M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -5.2% | 336,890 | $43.3M |
| Alyeska Investment Group, L.P. | 0.13% | New | 327,599 | $42.3M |
| California Public Employees Retirement System | 0.02% | Add +21.8% | 308,195 | $39.8M |
| First Trust Advisors LP | 0.03% | Add +1663.7% | 305,988 | $39.5M |
| Balyasny Asset Management L.P. | 0.08% | New | 303,878 | $39.2M |
| Vision Capital Corp | 21.17% | Add +2.5% | 281,860 | $36.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Reduce -49.8% | 274,134 | $35.4M |
| Cramer Rosenthal McGlynn LLC | 2.19% | Reduce -2.1% | 263,937 | $34.0M |
| CBRE Investment Management Listed Real Assets LLC | 0.48% | No change | 262,148 | $33.8M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 260,509 | $33.6M |
| Whittier Trust Co. | 0.36% | Reduce -6.9% | 243,147 | $31.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -42.4% | 243,677 | $31.4M |
| Heitman Real Estate Securities LLC | 2.13% | New | 242,137 | $31.2M |
| Invesco Ltd. | 0.00% | Add +1.9% | 242,112 | $31.2M |
| Amundi | 0.01% | Add +3.5% | 238,536 | $30.4M |
| Caisse de depot et placement du Quebec | 0.05% | New | 235,125 | $30.3M |
| Land & Buildings Investment Management, LLC | 5.56% | Add +21.2% | 234,797 | $30.3M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -0.2% | 232,799 | $30.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -8.3% | 226,102 | $29.2M |
| Aberdeen Group plc | 0.04% | Add +7.4% | 209,790 | $27.1M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +0.2% | 209,119 | $27.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +8.8% | 207,011 | $26.7M |
| Public Employees Retirement System of Ohio | 0.08% | Reduce -2.1% | 205,797 | $26.5M |
| California State Teachers Retirement System | 0.03% | Add +4.1% | 204,208 | $26.3M |
| Prudential Financial Inc. | 0.03% | Add +24.3% | 204,163 | $26.3M |
| Susquehanna International Group, LLP | 0.04% | Reduce -14.0% | 202,995 | $26.2M |
| Private Management Group Inc. | 0.74% | Reduce -0.9% | 192,902 | $24.9M |
| Barclays PLC | 0.01% | Add +12.6% | 190,062 | $24.5M |
| AXA Investment Managers S.A. | 0.07% | — | 186,760 | $24.1M |
| Alliancebernstein L.P. | 0.01% | Add +10.7% | 179,287 | $23.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.6% | 171,389 | $22.1M |
| State of New Jersey Common Pension Fund D | 0.08% | Reduce -0.0% | 166,938 | $21.5M |
| Rhumbline Advisers | 0.02% | Reduce -5.8% | 156,556 | $20.2M |
| Wells Fargo & Company | 0.00% | Reduce -9.3% | 147,739 | $19.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +0.8% | 143,746 | $18.5M |
| Citigroup Inc. | 0.01% | Reduce -8.7% | 134,972 | $17.4M |
| CI Investments Inc. | 0.06% | Reduce -3.2% | 129,570 | $16.7M |
| Swedbank AB | 0.02% | Reduce -10.4% | 129,413 | $16.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.2% | 125,593 | $16.2M |
| Allianz Asset Management GmbH | 0.02% | Reduce -3.6% | 121,286 | $15.6M |
| Franklin Resources Inc. | 0.00% | Add +1160.1% | 120,136 | $15.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -13.9% | 118,848 | $15.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.6% | 114,483 | $14.8M |
| Teacher Retirement System of Texas | 0.06% | Add +149.9% | 113,164 | $14.6M |
| FIL Ltd | 0.01% | Reduce -35.2% | 109,606 | $14.1M |
| Jain Global LLC | 0.20% | New | 109,129 | $14.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -1.3% | 108,859 | $14.0M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 110,373 | $14.0M |
| Chilton Capital Management LLC | 0.46% | Reduce -0.8% | 104,883 | $13.6M |
| Macquarie Group Ltd. | 0.02% | Reduce -69.8% | 103,975 | $13.4M |
| Whittier Trust Co. of Nevada Inc. | 0.28% | Reduce -10.7% | 101,147 | $13.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -1.8% | 99,909 | $12.9M |
| Third Avenue Management LLC | 2.33% | Reduce -0.4% | 96,786 | $12.4M |
| Aviva PLC | 0.02% | Add +1.1% | 96,239 | $12.4M |
| Waratah Capital Advisors Ltd. | 0.82% | Reduce -26.5% | 94,028 | $12.1M |
| ArrowMark Colorado Holdings LLC | 0.22% | Add +36.1% | 91,600 | $11.8M |
| Corient Private Wealth LP | 0.02% | Reduce -0.1% | 90,040 | $11.6M |
| Presima Securities ULC | 3.04% | Reduce -30.2% | 85,808 | $11.1M |
| Verition Fund Management LLC | 0.06% | Add +4568.1% | 83,046 | $10.7M |
| Meeder Asset Management Inc. | 0.57% | Add +69662.5% | 78,134 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -2.6% | 76,825 | $9.9M |
| New York State Common Retirement Fund | 0.01% | Add +15.3% | 75,147 | $9.7M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +4.0% | 70,489 | $9.1M |
| Tidal Investments LLC | 0.04% | Add +883.1% | 69,735 | $9.0M |
| Andra AP-fonden | 0.11% | Add +1242.6% | 67,600 | $8.7M |
| Van Eck Associates Corp. | 0.01% | Add +7.3% | 66,776 | $8.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.7% | 65,780 | $8.5M |
| TD Asset Management Inc | 0.01% | Reduce -16.7% | 63,350 | $8.2M |
| Bank of Montreal | 0.00% | Add +74.8% | 61,874 | $8.0M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -0.1% | 61,851 | $8.0M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.11% | New | 61,650 | $8.0M |
| 1832 Asset Management L.P. | 0.01% | Add +1.2% | 61,605 | $7.9M |
| APG Asset Management N.V. | 0.02% | No change | 69,700 | $7.7M |
| Danske Bank A/S | 0.02% | Add +3.2% | 58,203 | $7.5M |
| Dark Forest Capital Management LP | 0.28% | Add +114.3% | 58,135 | $7.5M |
| AQR Capital Management | 0.00% | Add +319.5% | 57,993 | $7.5M |
| Los Angeles Capital Management LLC | 0.03% | Add +230.7% | 57,422 | $7.4M |
| Korea Investment CORP | 0.02% | Reduce -32.9% | 57,310 | $7.4M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.8% | 56,802 | $7.3M |
| Uniplan Investment Counsel, Inc. | 0.74% | Add +20.5% | 56,173 | $7.2M |
| Intech Investment Management LLC | 0.06% | Add +405.5% | 55,906 | $7.2M |
| STRS Ohio | 0.03% | Reduce -65.7% | 55,625 | $7.2M |
| Squarepoint Ops LLC | 0.02% | New | 55,580 | $7.2M |
| Aew Capital Management L P | 0.38% | Reduce -74.0% | 53,350 | $6.9M |
| Lasalle Investment Management Securities LLC | 0.27% | Reduce -92.9% | 53,134 | $6.9M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -0.6% | 51,646 | $6.7M |
| Centersquare Investment Management LLC | 0.07% | Reduce -91.7% | 51,323 | $6.6M |
| American Century Companies Inc. | 0.00% | Add +14.5% | 50,843 | $6.6M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -5.5% | 50,515 | $6.5M |
| Illinois Municipal Retirement Fund | 0.08% | Reduce -11.6% | 50,176 | $6.5M |
| Weiss Asset Management LP | 0.11% | New | 48,444 | $6.2M |
| Storebrand Asset Management As | 0.02% | Add +1.6% | 48,277 | $6.2M |
| Baillie Gifford & Co. | 0.00% | Add +26.6% | 48,210 | $6.2M |
| KLP Kapitalforvaltning As | 0.02% | Add +7.8% | 46,900 | $6.1M |
| Osborne Partners Capital Management, LLC | 0.31% | Add +3.0% | 46,965 | $6.1M |
| LMR Partners LLP | 0.12% | New | 46,758 | $6.0M |
| Kennedy Capital Management LLC | 0.13% | Reduce -18.2% | 45,211 | $5.8M |
| IFM Investors Pty Ltd | 0.05% | Add +0.6% | 44,396 | $5.7M |
| Davis Selected Advisers | 0.03% | Add +14.5% | 43,950 | $5.7M |
| Handelsbanken Fonder AB | 0.02% | Add +31.5% | 43,298 | $5.6M |
| Gotham Asset Management | 0.02% | Add +20.6% | 41,929 | $5.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +1.1% | 41,450 | $5.3M |
| Quantinno Capital Management LP | 0.01% | Add +156.8% | 40,837 | $5.3M |
| Hunter Perkins Capital Management, LLC | 1.15% | Reduce -0.1% | 39,877 | $5.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +1.8% | 39,234 | $5.1M |
| UniSuper Management Pty Ltd | 0.03% | Add +0.8% | 38,400 | $5.0M |
| Investment Management Corp of Ontario | 0.07% | Add +8.2% | 38,314 | $4.9M |
| Arizona State Retirement System | 0.03% | Add +1.3% | 37,790 | $4.9M |
| Brookfield Corp | 0.01% | Reduce -24.2% | 36,822 | $4.8M |
| Anchor Capital Advisors LLC | 0.14% | Reduce -3.6% | 36,237 | $4.7M |
| CIBC Bancorp USA Inc. | 0.03% | — | 35,498 | $4.6M |
| Natixis | 0.02% | New | 35,401 | $4.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +18.6% | 35,088 | $4.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -32.0% | 34,033 | $4.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -1.2% | 33,675 | $4.3M |
| SummitTX Capital, L.P. | 0.18% | Reduce -21.6% | 32,774 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.2% | 30,447 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +13.8% | 30,338 | $3.9M |
| Capstone Investment Advisors, LLC | 0.04% | New | 30,000 | $3.9M |
| Metis Global Partners, LLC | 0.09% | Add +32.9% | 28,479 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -7.1% | 28,119 | $3.6M |
| Aurora Investment Managers, LLC. | 1.96% | Add +0.7% | 27,961 | $3.6M |
| Wealthfront Advisers LLC | 0.01% | Add +304.3% | 27,828 | $3.6M |
| KBC Group NV | 0.01% | No change | 27,040 | $3.5M |
| Jefferies Financial Group Inc. | 0.03% | New | 26,400 | $3.4M |
| Agf Management Ltd. | 0.01% | Add +4.7% | 26,147 | $3.4M |
| Harvest Portfolios Group Inc. | 0.06% | Reduce -4.0% | 26,002 | $3.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 25,917 | $3.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -2.4% | 25,431 | $3.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -20.5% | 25,180 | $3.2M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -52.7% | 24,904 | $3.2M |
| DNB Asset Management AS | 0.01% | Add +6.8% | 24,222 | $3.1M |
| New Age Alpha Advisors, LLC | 0.13% | Reduce -5.9% | 23,985 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.4% | 23,012 | $3.0M |
| LRT Capital Management, LLC | 1.96% | Add +31.5% | 22,948 | $3.0M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.32% | No change | 22,478 | $2.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -10.8% | 22,396 | $2.9M |
| Adams Asset Advisors, LLC | 0.38% | No change | 22,270 | $2.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -14.6% | 21,420 | $2.8M |
| Knights of Columbus Asset Advisors LLC | 0.16% | Add +16.3% | 21,210 | $2.7M |
| Utah Retirement Systems | 0.03% | No change | 20,791 | $2.7M |
| Toronto Dominion Bank | 0.01% | Reduce -10.4% | 20,739 | $2.7M |
| Rakuten Investment Management, Inc. | 0.01% | — | 11,839 | $2.7M |
| Forsta Ap-Fonden | 0.02% | Reduce -1.9% | 20,400 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +5.3% | 20,194 | $2.6M |
| Freestone Capital Holdings, LLC | 0.08% | Add +0.3% | 19,840 | $2.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -20.9% | 19,063 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Add +0.7% | 18,923 | $2.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -8.7% | 18,344 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.5% | 18,210 | $2.4M |
| First National Bank of Omaha | 0.15% | Reduce -21.1% | 18,151 | $2.3M |
| Xponance LLC | 0.02% | Add +1.7% | 16,219 | $2.1M |
| Paralel Advisors LLC | 0.08% | Reduce -2.5% | 16,094 | $2.1M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +23.5% | 16,061 | $2.1M |
| Sophron Capital Management L.P. | 0.62% | Reduce -6.0% | 15,586 | $2.0M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 15,522 | $2.0M |
| First National Advisers, LLC | 0.26% | Reduce -10.5% | 15,069 | $1.9M |
| OP Asset Management Ltd | 0.02% | Add +3.6% | 14,198 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +13.1% | 14,071 | $1.8M |
| Inspire Investing, LLC | 0.18% | Add +0.5% | 14,058 | $1.8M |
| Mariner, LLC | 0.00% | Add +11.0% | 13,944 | $1.8M |
| Engineers Gate Manager LP | 0.02% | New | 13,917 | $1.8M |
| Cannon Global Investment Management, LLC | 4.41% | Add +80.0% | 13,500 | $1.7M |
| Integrated Investment Consultants, LLC | 0.29% | No change | 13,458 | $1.7M |
| Capital Square, LLC | 0.88% | Reduce -0.9% | 13,328 | $1.7M |
| Tredje AP-fonden | 0.01% | Add +30.2% | 12,829 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 13,042 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 12,598 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | Add +0.6% | 12,195 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +12.1% | 12,069 | $1.6M |
| GAMCO Investors | 0.02% | Reduce -4.0% | 12,065 | $1.6M |
| Creative Planning | 0.00% | Add +2.1% | 12,048 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -11.4% | 11,950 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +7.2% | 11,565 | $1.5M |
| NEOS Investment Management LLC | 0.01% | Add +101.9% | 11,534 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +8.9% | 11,659 | $1.5M |
| &partners | 0.01% | Reduce -4.2% | 11,519 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +15.5% | 11,100 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -49.4% | 11,093 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 10,988 | $1.4M |
| Entropy Technologies, LP | 0.10% | New | 10,887 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -26.8% | 10,662 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +123.4% | 10,580 | $1.4M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | Add +3.6% | 10,552 | $1.4M |
| Cascade Investment Advisors, Inc. | 0.82% | Add +1.8% | 10,543 | $1.4M |
| Burns Matteson Capital Management, LLC | 0.56% | Reduce -7.2% | 10,429 | $1.3M |
| Ontario Teachers Pension Plan Board | 0.03% | New | 10,374 | $1.3M |
| Ostrum Asset Management | 0.06% | Add +23.8% | 10,368 | $1.3M |
| WBH Advisory Inc. | 0.10% | Reduce -7.6% | 10,287 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +21.1% | 10,141 | $1.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.4% | 10,163 | $1.3M |
| Spirit of America Management Corp. | 0.26% | No change | 10,000 | $1.3M |
| Holocene Advisors, LP | 0.00% | Reduce -76.0% | 9,457 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +16.0% | 9,471 | $1.2M |
| Ossiam | 0.02% | Add +15.6% | 9,258 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.2% | 9,227 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.2% | 9,183 | $1.2M |
| Vanderbilt University | 0.19% | Reduce -1.7% | 8,819 | $1.1M |
| Candriam S.C.A. | 0.01% | Reduce -93.4% | 8,711 | $1.1M |
| Tacita Capital Inc | 0.68% | Add +6.9% | 8,708 | $1.1M |
| Naviter Wealth, LLC | 0.13% | Add +5.2% | 8,558 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.7% | 8,528 | $1.1M |
| Man Group plc | 0.00% | New | 8,500 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.7% | 8,470 | $1.1M |
| Commerzbank Aktiengesellschaft | 0.02% | No change | 8,378 | $1.1M |
| Parallax Volatility Advisers, L.P. | 0.04% | New | 8,365 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -48.9% | 8,336 | $1.1M |
| Centiva Capital, LP | 0.10% | Add +67.4% | 8,175 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 8,125 | $1.0M |
| Kentucky Retirement Systems | 0.03% | Reduce -1.8% | 7,932 | $1.0M |
| DoubleLine ETF Adviser LP | 0.29% | Add +6.2% | 7,480 | $965K |
| Inceptionr LLC | 0.23% | New | 7,447 | $961K |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.1% | 7,358 | $949K |
| Federated Hermes, Inc. | 0.00% | Add +10.0% | 7,036 | $908K |
| Amalgamated Bank | 0.01% | Reduce -0.7% | 7,027 | $906K |
| Greenland Capital Management LP | 0.15% | Add +165.6% | 7,000 | $903K |
| Magnetar Financial LLC | 0.01% | New | 6,975 | $900K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +0.7% | 6,952 | $897K |
| Ethic Inc. | 0.01% | Reduce -18.8% | 6,893 | $889K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,800 | $878K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +0.1% | 6,686 | $862K |
| Yousif Capital Management, LLC | 0.01% | Add +1.2% | 6,639 | $856K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.0% | 6,544 | $844K |
| SG Americas Securities, LLC | 0.00% | Reduce -18.9% | 6,461 | $833K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +18.7% | 6,418 | $828K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.1% | 6,353 | $820K |
| Blair William & Co. | 0.00% | Add +0.1% | 6,176 | $797K |
| Balboa Wealth Partners | 0.14% | Add +280.1% | 6,147 | $793K |
| Maryland State Retirement & Pension System | 0.02% | No change | 6,141 | $792K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 6,140 | $792K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -3.1% | 6,088 | $785K |
| Vident Advisory, LLC | 0.01% | Reduce -4.0% | 6,067 | $783K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -20.2% | 6,044 | $780K |
| American National Bank & Trust | 0.08% | No change | 6,000 | $774K |
| Vestcor Inc | 0.02% | Reduce -58.8% | 5,988 | $772K |
| Bayforest Capital Ltd | 0.36% | New | 5,946 | $767K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +4.9% | 5,695 | $735K |
| One Capital Management, LLC | 0.02% | No change | 5,688 | $734K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -5.2% | 5,657 | $730K |
| Norinchukin Bank, The | 0.01% | Reduce -2.6% | 5,620 | $725K |
| Gsa Capital Partners LLP | 0.06% | New | 5,386 | $695K |
| HB Wealth Management, LLC | 0.00% | New | 5,365 | $692K |
| GeoWealth Management, LLC | 0.03% | Reduce -29.8% | 5,358 | $691K |
| CIBC Asset Management Inc | 0.00% | Add +0.7% | 5,355 | $691K |
| Choreo, LLC | 0.01% | Add +5.3% | 5,283 | $688K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.0% | 5,155 | $665K |
| Lecap Asset Management Ltd. | 0.23% | New | 5,119 | $660K |
| Vinva Investment Management Ltd | 0.01% | Reduce -23.1% | 5,109 | $660K |
| Allstate Corp. | 0.01% | New | 5,106 | $659K |
| Park Avenue Securities LLC | 0.01% | Reduce -2.8% | 5,104 | $658K |
| iA Global Asset Management Inc. | 0.01% | New | 4,939 | $637K |
| Plato Investment Management Ltd | 0.04% | Reduce -46.6% | 4,973 | $637K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +5.3% | 4,795 | $619K |
| Bank of Nova Scotia | 0.00% | Add +54.1% | 4,778 | $616K |
| Penserra Capital Management LLC | 0.01% | Add +0.1% | 4,727 | $609K |
| American Assets Capital Advisers, LLC | 0.63% | Reduce -52.0% | 4,609 | $595K |
| Central Pacific Bank - Trust Division | 0.07% | No change | 4,600 | $593K |
| SkyOak Wealth, LLC | 0.11% | No change | 4,589 | $592K |
| US Bancorp \de | 0.00% | Add +13.8% | 4,537 | $585K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 4,500 | $581K |
| Banco Santander, S.A. | 0.01% | Add +52.7% | 4,492 | $579K |
| Praxis Investment Management Inc. | 0.03% | New | 4,437 | $572K |
| Fifth Third Bancorp | 0.00% | Reduce -29.5% | 4,405 | $568K |
| Cresset Asset Management, LLC | 0.00% | Add +3.3% | 4,350 | $566K |
| Brasada Capital Management, LP | 0.10% | No change | 4,360 | $561K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.9% | 4,186 | $540K |
| MML Investors Services, LLC | 0.00% | Reduce -11.3% | 4,166 | $537K |
| Credit Agricole S A | 0.00% | — | 4,115 | $531K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -23.4% | 4,104 | $529K |
| Farringdon Capital, Ltd. | 0.13% | New | 4,064 | $524K |
| Pasadena Private Wealth, LLC | 0.07% | Add +0.6% | 3,909 | $504K |
| Summit Wealth Group, LLC | 0.12% | No change | 3,887 | $501K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.8% | 3,876 | $500K |
| Hunting Hill Global Capital, LLC | 0.19% | No change | 3,825 | $493K |
| Simplex Trading, LLC | 0.01% | Add +143.1% | 3,793 | $489K |
| Prudential PLC | 0.00% | No change | 3,769 | $486K |
| National Pension Service | 0.00% | Add +88.8% | 3,727 | $481K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -56.0% | 3,609 | $466K |
| 111 Capital | 0.09% | New | 3,519 | $454K |
| Captrust Financial Advisors | 0.00% | Reduce -10.1% | 3,490 | $450K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,437 | $443K |
| Wahed Invest LLC | 0.06% | New | 3,430 | $442K |
| Ofi Invest Asset Management | 0.01% | Reduce -13.8% | 3,931 | $432K |
| Capital International, Inc. | 0.00% | No change | 3,336 | $430K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -3.0% | 3,325 | $429K |
| D.A. Davidson & Co. | 0.00% | Add +75.9% | 3,316 | $428K |
| Empowered Funds, LLC | 0.00% | Reduce -2.6% | 3,257 | $420K |
| Jones Financial Companies LLLP | 0.00% | Add +5.9% | 3,261 | $420K |
| Commerce Bank | 0.00% | Reduce -0.4% | 3,102 | $400K |
| Permanent Capital Management, LP | 0.07% | — | 3,000 | $390K |
| Levin Capital Strategies, L.P. | 0.04% | Reduce -45.5% | 3,000 | $387K |
| Advisory Alpha, LLC | 0.01% | No change | 3,000 | $386K |
| Polymer Capital Management (US) LLC | 0.05% | New | 2,943 | $380K |
| Crawford Investment Counsel Inc. | 0.01% | Reduce -0.6% | 2,934 | $379K |
| Discipline Wealth Solutions, LLC | 0.10% | New | 2,878 | $371K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,841 | $366K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +29.3% | 2,828 | $365K |
| IFP Advisors, Inc | 0.01% | Reduce -4.9% | 2,813 | $363K |
| Lantern Wealth Advisors, LLC | 0.19% | No change | 2,800 | $361K |
| ASR Vermogensbeheer N.V. | 0.00% | Reduce -1.1% | 2,794 | $360K |
| Penn Mutual Asset Management | 0.88% | No change | 2,785 | $359K |
| Cwm, LLC | 0.00% | Add +11.4% | 2,736 | $353K |
| Canal Capital Management, LLC | 0.05% | Add +0.7% | 2,708 | $349K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,700 | $348K |
| Nomura Holdings Inc. | 0.00% | New | 2,576 | $332K |
| EntryPoint Capital, LLC | 0.13% | New | 2,553 | $329K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.2% | 2,544 | $328K |
| Bayesian Capital Management, LP | 0.07% | New | 2,522 | $325K |
| Lee Financial Co | 0.04% | Add +0.2% | 2,506 | $323K |
| Warwick Investment Management, Inc. | 0.06% | New | 2,483 | $320K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 2,697 | $319K |
| M&T Bank Corp | 0.00% | Reduce -82.2% | 2,437 | $315K |
| HighTower Advisors, LLC | 0.00% | Add +21.0% | 2,355 | $304K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 2,354 | $304K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.4% | 2,338 | $302K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 2,438 | $298K |
| RB Capital Management, LLC | 0.06% | Reduce -8.5% | 2,280 | $294K |
| Tributary Capital Management, LLC | 0.03% | Reduce -24.7% | 2,270 | $293K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,220 | $286K |
| DRW Securities, LLC | 0.01% | New | 2,165 | $284K |
| CoreCap Advisors, LLC | 0.01% | No change | 2,146 | $277K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -5.1% | 2,137 | $276K |
| Regions Financial Corp. | 0.00% | Reduce -6.2% | 2,135 | $275K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 2,101 | $271K |
| Arax Advisory Partners | 0.00% | Add +4625.0% | 2,079 | $268K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -4.2% | 2,026 | $261K |
| Nixon Peabody Trust Co. | 0.02% | No change | 2,000 | $258K |
| Pursue Wealth Partners LLC | 0.14% | No change | 1,992 | $257K |
| CIBC Private Wealth Group LLC | 0.00% | Add +324.3% | 1,956 | $252K |
| Cetera Trust Company, N.A | 0.14% | No change | 1,915 | $247K |
| World Investment Advisors | 0.01% | Add +12.5% | 1,911 | $247K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 1,900 | $245K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.3% | 1,793 | $231K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 1,758 | $227K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -0.1% | 1,751 | $226K |
| Freestone Grove Partners LP | 0.00% | New | 1,728 | $223K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.6% | 1,677 | $216K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -29.4% | 1,670 | $215K |
| Congress Asset Management Co. | 0.00% | New | 1,653 | $213K |
| Bailard, Inc. | 0.00% | Add +0.3% | 1,605 | $207K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.4% | 1,605 | $207K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.3% | 1,598 | $206K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.3% | 1,497 | $193K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -18.4% | 1,414 | $182K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Reduce -97.3% | 1,380 | $178K |
| Signaturefd, LLC | 0.00% | Reduce -2.8% | 1,359 | $175K |
| Bessemer Group Inc. | 0.00% | Add +3.2% | 1,224 | $157K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.4% | 1,087 | $140K |
| Bfsg, LLC | 0.01% | No change | 1,075 | $139K |
| Mather Group, Llc. | 0.00% | New | 1,024 | $132K |
| GAMMA Investing LLC | 0.01% | Reduce -14.2% | 970 | $125K |
| National Bank of Canada | 0.00% | Add +8.6% | 909 | $117K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -54.6% | 808 | $104K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 705 | $91K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 700 | $91K |
| Optimum Investment Advisors | 0.04% | No change | 700 | $90K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.1% | 683 | $88K |
| Smartleaf Asset Management LLC | 0.01% | Add +19.6% | 665 | $86K |
| Parallel Advisors, LLC | 0.00% | Add +144.6% | 587 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.1% | 585 | $75K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 566 | $73K |
| Blue Trust, Inc. | 0.00% | Reduce -1.4% | 550 | $71K |
| Principal Securities, Inc. | 0.00% | Reduce -6.6% | 523 | $67K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 509 | $66K |
| Avalon Trust Co | 0.00% | New | 507 | $65K |
| Huntington National Bank | 0.00% | Add +83.6% | 492 | $63K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -15.8% | 481 | $62K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 450 | $58K |
| Spire Wealth Management | 0.00% | No change | 395 | $51K |
| Wiser Advisor Group LLC | 0.06% | New | 356 | $46K |
| Covestor Ltd | 0.02% | Reduce -43.0% | 338 | $44K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 333 | $43K |
| Farther Finance Advisors, LLC | 0.00% | Add +179.5% | 313 | $40K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 288 | $37K |
| Salomon & Ludwin, LLC | 0.00% | Add +42.1% | 270 | $35K |
| Assetmark, Inc. | 0.00% | Add +55.8% | 271 | $35K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 261 | $34K |
| Independence Bank of Kentucky | 0.00% | No change | 250 | $32K |
| Global Retirement Partners, LLC | 0.00% | Reduce -29.7% | 234 | $30K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 213 | $27K |
| Fulcrum Asset Management LLP | 0.01% | No change | 211 | $27K |
| Key Financial Inc | 0.00% | No change | 195 | $25K |
| Cornerstone Planning Group LLC | 0.00% | Add +2907.7% | 391 | $24K |
| SJS Investment Consulting Inc. | 0.00% | New | 181 | $23K |
| Allworth Financial LP | 0.00% | Reduce -35.0% | 178 | $23K |
| Larson Financial Group LLC | 0.00% | Add +8.8% | 174 | $22K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 171 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.6% | 160 | $21K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 154 | $20K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +1.4% | 145 | $19K |
| Capital Analysts, LLC | 0.00% | Add +15.1% | 137 | $18K |
| MAI Capital Management | 0.00% | Reduce -52.8% | 126 | $16K |
| Quent Capital, LLC | 0.00% | New | 125 | $16K |
| Raiffeisen Bank International AG | 0.00% | New | 121 | $16K |
| Wealthspire Advisors, LLC | 0.00% | New | 121 | $16K |
| AdvisorNet Financial, Inc | 0.00% | No change | 117 | $15K |
| Group One Trading LLC | 0.00% | New | 113 | $15K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 110 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 104 | $13K |
| Abound Wealth Management | 0.00% | New | 102 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 83 | $11K |
| Valued Wealth Advisors LLC | 0.00% | No change | 77 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 75 | $10K |
| Trust Co. of Vermont | 0.00% | No change | 73 | $9K |
| West Branch Capital LLC | 0.00% | No change | 70 | $9K |
| Clearstead Trust, LLC | 0.00% | Reduce -9.2% | 69 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 57 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 55 | $7K |
| Highline Wealth Partners LLC | 0.00% | New | 51 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +240.0% | 51 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 47 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 46 | $6K |
| TCTC Holdings, LLC | 0.00% | No change | 45 | $6K |
| IMG Wealth Management, Inc. | 0.00% | No change | 44 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 41 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -8.9% | 41 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -95.4% | 40 | $5K |
| Ransom Advisory, Ltd | 0.00% | Reduce -83.7% | 39 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 38 | $5K |
| Dogwood Wealth Management LLC | 0.00% | No change | 36 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 36 | $5K |
| Truvestments Capital LLC | 0.00% | Reduce -41.8% | 32 | $4K |
| CX Institutional | 0.00% | No change | 29 | $4K |
| Investors Research Corp | 0.00% | No change | 22 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 19 | $2K |
| True Wealth Design, LLC | 0.00% | New | 18 | $2K |
| Sachetta, LLC | 0.00% | Reduce -45.2% | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 16 | $2K |
| UMB Bank, n.a. | 0.00% | Reduce -68.0% | 16 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 15 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -98.7% | 15 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 15 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 14 | $2K |
| Aspect Partners, LLC | 0.00% | New | 13 | $2K |
| First Horizon Corp. | 0.00% | — | 13 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -71.4% | 12 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 12 | $2K |
| Essential Partners LLC | 0.00% | New | 12 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 11 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 10 | $1K |
| Versant Capital Management, Inc | 0.00% | Add +125.0% | 9 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -27.3% | 8 | $1K |
| Tortoise Investment Management, LLC | 0.00% | Add +166.7% | 8 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -38.5% | 8 | $1K |
| Avion Wealth | 0.00% | Add +100.0% | 8 | $1K |
| Manchester Capital Management LLC | 0.00% | New | 7 | $903 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $774 |
| Ancora Advisors LLC | 0.00% | No change | 6 | $774 |
| ESL Trust Services, LLC | 0.00% | New | 5 | $645 |
| Rise Advisors, LLC | 0.00% | New | 4 | $516 |
| Financial Consulate, Inc. | 0.00% | New | 4 | $516 |
| Rialto Wealth Management, LLC | 0.00% | No change | 4 | $516 |
| Bogart Wealth, LLC | 0.00% | New | 4 | $516 |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $503 |
| Pacer Advisors, Inc. | 0.00% | No change | 3 | $387 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $387 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -50.0% | 2 | $258 |
| Elevation Wealth Partners, LLC | 0.00% | New | 2 | $258 |
| Davis Capital Management | 0.00% | — | 1 | $129 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $129 |
| Winnacle Wealth LLC | 0.00% | New | 1 | $129 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $129 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $129 |
| Activest Wealth Management | 0.00% | Add +0.0% | 1 | $129 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $117 |
| Hemington Wealth Management | 0.00% | No change | 4 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.