Sun CommunitiesSUI
13F holders, Q4 2025 (December 31)540holders +34
67new positions
56sold out
6famous investors
$123.94avg. 13F price*
At the end of Q4 2025, 540 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings, up 34 from Q3 2025. 67 opened new positions and 56 sold out. The largest holders were Vanguard Group Inc. ($2.1B), Dodge & Cox ($1.8B) and BlackRock, Inc. ($1.3B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Sun Communities Inc.
- Filed as
- SUN CMNTYS INC (Q4 2025)
- CUSIP
- 866674104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $123.8M |
| Exits | 56 | $64.2M |
All 13F filers, Q3 2025 → Q4 2025: 7,451,804 shares bought and 7,969,304 shares sold, net −517,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 540 holders
| Vanguard Group Inc. | 0.03% | Reduce -8.9% | 16,664,977 | $2.1B |
| Dodge & Cox | 0.97% | Add +0.1% | 14,491,865 | $1.8B |
| BlackRock, Inc. | 0.02% | Reduce -6.8% | 10,663,302 | $1.3B |
| Cohen & Steers, Inc. | 2.26% | Reduce -8.4% | 10,059,770 | $1.2B |
| Norges Bank | 0.08% | — | 6,079,930 | $753.4M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -12.8% | 5,560,075 | $689.0M |
| State Street Corp. | 0.02% | Reduce -1.5% | 5,302,747 | $662.5M |
| Wellington Management Group LLP | 0.11% | Add +12.3% | 5,039,870 | $624.5M |
| FMR LLC | 0.03% | Reduce -7.8% | 4,868,784 | $603.3M |
| Geode Capital Management, LLC | 0.02% | Add +0.4% | 2,338,358 | $288.9M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -1.6% | 1,760,713 | $218.2M |
| Daiwa Securities Group Inc. | 0.61% | Reduce -16.3% | 1,511,146 | $187.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +37933.1% | 1,474,162 | $182.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +7.7% | 1,470,652 | $182.2M |
| Citadel Advisors | 0.11% | Reduce -8.4% | 1,253,123 | $155.3M |
| Deutsche Bank AG | 0.05% | Add +17.9% | 1,243,927 | $154.1M |
| Legal & General Group Plc | 0.03% | Add +6.4% | 1,080,585 | $133.9M |
| Northern Trust Corp. | 0.02% | Reduce -0.3% | 1,038,722 | $128.7M |
| Canada Pension Plan Investment Board | 0.09% | No change | 1,030,991 | $127.8M |
| Nuveen, LLC | 0.03% | Reduce -0.5% | 982,857 | $121.8M |
| Morgan Stanley | 0.01% | Add +4.3% | 954,742 | $118.3M |
| Jane Street Group, LLC | 0.14% | Add +21.9% | 942,435 | $116.8M |
| Capital International Investors | 0.02% | Add +0.1% | 882,808 | $109.4M |
| Russell Investments Group, Ltd. | 0.11% | Reduce -15.3% | 798,380 | $98.9M |
| Millennium Management | 0.07% | Add +12.9% | 773,961 | $95.9M |
| Balyasny Asset Management L.P. | 0.19% | Add +152.5% | 767,190 | $95.1M |
| Bank of New York Mellon Corp | 0.02% | Add +29.1% | 692,017 | $85.7M |
| JPMorgan Chase & Co. | 0.01% | Add +29.8% | 650,439 | $80.6M |
| HSBC Holdings PLC | 0.04% | Add +9.5% | 596,643 | $74.0M |
| Sei Investments Co. | 0.07% | Add +8.7% | 580,005 | $71.9M |
| Bank of America Corp. | 0.00% | Reduce -4.1% | 519,864 | $64.4M |
| Qube Research & Technologies Ltd | 0.08% | Add +5683.2% | 469,888 | $58.2M |
| Franklin Resources Inc. | 0.01% | Add +249.6% | 420,047 | $52.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -5.2% | 419,203 | $51.9M |
| Alyeska Investment Group, L.P. | 0.14% | Add +25.0% | 409,461 | $50.7M |
| GW&K Investment Management, LLC | 0.43% | Reduce -4.2% | 398,019 | $49.3M |
| Swiss National Bank | 0.03% | Reduce -6.8% | 342,960 | $42.5M |
| Caisse de depot et placement du Quebec | 0.07% | Add +43.3% | 337,013 | $41.8M |
| Prudential Financial Inc. | 0.05% | Add +52.2% | 310,750 | $38.5M |
| First Trust Advisors LP | 0.03% | Add +0.4% | 307,169 | $38.1M |
| APG Asset Management US Inc. | 0.30% | Reduce -9.8% | 304,084 | $37.7M |
| Land & Buildings Investment Management, LLC | 5.88% | Add +21.6% | 285,481 | $35.4M |
| Vision Capital Corp | 19.37% | Add +0.5% | 283,334 | $35.1M |
| California Public Employees Retirement System | 0.02% | Reduce -8.5% | 281,983 | $34.9M |
| Susquehanna International Group, LLP | 0.05% | Add +34.1% | 272,213 | $33.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.5% | 271,516 | $33.6M |
| Invesco Ltd. | 0.00% | Add +9.1% | 264,235 | $32.7M |
| Whittier Trust Co. | 0.35% | Add +8.8% | 264,511 | $32.5M |
| CBRE Investment Management Listed Real Assets LLC | 0.48% | No change | 262,148 | $32.5M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -21.4% | 264,668 | $32.3M |
| Amundi | 0.01% | Add +9.3% | 260,834 | $32.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -7.0% | 254,925 | $31.6M |
| Cramer Rosenthal McGlynn LLC | 2.03% | Reduce -3.6% | 254,316 | $31.5M |
| Asset Management One Co., Ltd. | 0.08% | Add +1.2% | 235,582 | $29.4M |
| Citigroup Inc. | 0.02% | Add +72.7% | 233,129 | $28.9M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -0.2% | 225,711 | $28.0M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +1.7% | 212,647 | $26.3M |
| Aberdeen Group plc | 0.04% | Add +0.1% | 210,110 | $26.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +1.3% | 209,699 | $25.6M |
| Barclays PLC | 0.01% | Add +7.3% | 203,893 | $25.3M |
| Neuberger Berman Group LLC | 0.02% | Reduce -16.7% | 203,015 | $25.2M |
| Public Employees Retirement System of Ohio | 0.08% | Reduce -3.5% | 198,628 | $24.6M |
| UBS Group AG | 0.00% | Reduce -45.2% | 198,300 | $24.6M |
| Schroder Investment Management Group | 0.02% | Reduce -44.9% | 197,207 | $24.5M |
| Private Management Group Inc. | 0.69% | Reduce -1.1% | 190,733 | $23.6M |
| California State Teachers Retirement System | 0.02% | Reduce -6.6% | 190,643 | $23.6M |
| Arbejdsmarkedets Tillaegspension | 0.60% | — | 189,036 | $23.4M |
| American Century Companies Inc. | 0.01% | Add +266.5% | 186,330 | $23.1M |
| Alliancebernstein L.P. | 0.01% | Add +2.2% | 183,282 | $22.7M |
| Royal Bank of Canada | 0.00% | Reduce -30.1% | 182,165 | $22.6M |
| State of New Jersey Common Pension Fund D | 0.07% | Reduce -1.1% | 165,011 | $20.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +1519.2% | 164,562 | $20.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.7% | 163,339 | $20.2M |
| BNP Paribas Financial Markets | 0.01% | Add +111.4% | 162,403 | $20.1M |
| LMR Partners LLP | 0.25% | Add +239.3% | 158,668 | $19.7M |
| Quantinno Capital Management LP | 0.04% | Add +288.4% | 158,605 | $19.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +10.1% | 158,294 | $19.6M |
| Swedbank AB | 0.02% | Add +21.4% | 157,113 | $19.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.3% | 152,941 | $19.0M |
| AQR Capital Management | 0.01% | Add +162.9% | 152,462 | $18.9M |
| Point72 Asset Management | 0.03% | New | 151,440 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 149,266 | $18.5M |
| HRT Financial LP | 0.05% | New | 137,697 | $17.1M |
| Hudson Bay Capital Management LP | 0.10% | New | 126,426 | $15.7M |
| Allianz Asset Management GmbH | 0.02% | Add +0.5% | 121,942 | $15.1M |
| CI Investments Inc. | 0.07% | Reduce -6.9% | 120,577 | $14.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.4% | 118,825 | $14.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.4% | 114,786 | $14.2M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 114,483 | $14.2M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 110,373 | $13.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +1.2% | 110,176 | $13.7M |
| Korea Investment CORP | 0.03% | Add +91.9% | 109,978 | $13.6M |
| Teacher Retirement System of Texas | 0.05% | Reduce -3.1% | 109,675 | $13.6M |
| Whittier Trust Co. of Nevada Inc. | 0.28% | Add +9.2% | 110,415 | $13.6M |
| Macquarie Group Ltd. | 0.06% | Add +2.8% | 106,912 | $13.2M |
| SG Americas Securities, LLC | 0.02% | Add +1504.6% | 103,671 | $12.8M |
| Aviva PLC | 0.02% | Add +5.7% | 101,719 | $12.6M |
| Chilton Capital Management LLC | 0.43% | Reduce -5.1% | 99,536 | $12.4M |
| Third Avenue Management LLC | 2.18% | Add +0.1% | 96,922 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Add +431.4% | 96,765 | $12.0M |
| Corient Private Wealth LP | 0.02% | Add +3.8% | 93,462 | $11.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -8.5% | 91,407 | $11.3M |
| Taproot Management LP | 1.58% | — | 78,584 | $9.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +503.7% | 78,736 | $9.7M |
| Tidal Investments LLC | 0.04% | Add +10.9% | 77,365 | $9.6M |
| STRS Ohio | 0.04% | Add +38.5% | 77,037 | $9.5M |
| DNB Asset Management AS | 0.03% | Add +218.0% | 77,034 | $9.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 73,598 | $9.1M |
| Danske Bank A/S | 0.02% | Add +25.9% | 73,303 | $9.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.7% | 73,147 | $9.1M |
| Heitman Real Estate Securities LLC | 0.62% | Reduce -70.5% | 71,360 | $8.8M |
| Van Eck Associates Corp. | 0.01% | Add +3.5% | 69,111 | $8.6M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -5.0% | 66,998 | $8.3M |
| Meeder Asset Management Inc. | 0.45% | Reduce -13.9% | 67,242 | $8.3M |
| TD Asset Management Inc | 0.01% | Add +1.0% | 63,984 | $7.9M |
| 1832 Asset Management L.P. | 0.01% | Add +1.7% | 62,645 | $7.8M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -2.0% | 60,581 | $7.5M |
| ArrowMark Colorado Holdings LLC | 0.16% | Reduce -34.2% | 60,312 | $7.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -8.6% | 60,159 | $7.5M |
| Lighthouse Investment Partners, LLC | 0.23% | New | 56,804 | $7.0M |
| Gotham Asset Management | 0.03% | Add +33.6% | 56,010 | $6.9M |
| Uniplan Investment Counsel, Inc. | 0.72% | Reduce -0.9% | 55,646 | $6.9M |
| APG Asset Management N.V. | 0.02% | Reduce -10.2% | 62,571 | $6.6M |
| Lasalle Investment Management Securities LLC | 0.26% | No change | 53,134 | $6.6M |
| Pictet Asset Management Holding SA | 0.01% | Add +0.2% | 51,752 | $6.4M |
| Andra AP-fonden | 0.08% | Reduce -23.5% | 51,700 | $6.4M |
| Centersquare Investment Management LLC | 0.06% | No change | 51,323 | $6.4M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -9.7% | 51,314 | $6.4M |
| ExodusPoint Capital Management, LP | 0.07% | New | 51,126 | $6.3M |
| Storebrand Asset Management As | 0.02% | Add +1.9% | 49,201 | $6.1M |
| Dark Forest Capital Management LP | 0.28% | Reduce -15.4% | 49,155 | $6.1M |
| Aew Capital Management L P | 0.44% | Reduce -8.8% | 48,650 | $6.0M |
| KLP Kapitalforvaltning As | 0.02% | No change | 46,900 | $5.9M |
| Osborne Partners Capital Management, LLC | 0.30% | Reduce -0.4% | 46,760 | $5.8M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -8.3% | 46,341 | $5.7M |
| Engineers Gate Manager LP | 0.07% | Add +232.6% | 46,290 | $5.7M |
| Kennedy Capital Management LLC | 0.12% | Reduce -0.5% | 44,994 | $5.6M |
| Handelsbanken Fonder AB | 0.02% | Add +2.8% | 44,498 | $5.5M |
| IFM Investors Pty Ltd | 0.05% | Reduce -1.3% | 43,843 | $5.4M |
| Utah Retirement Systems | 0.05% | Add +110.1% | 43,673 | $5.4M |
| SummitTX Capital, L.P. | 0.16% | Add +30.9% | 42,893 | $5.3M |
| Davis Selected Advisers | 0.02% | Reduce -2.5% | 42,840 | $5.3M |
| Heartland Advisors Inc. | 0.28% | New | 42,367 | $5.2M |
| Baillie Gifford & Co. | 0.00% | Reduce -12.3% | 42,273 | $5.2M |
| Investment Management Corp of Ontario | 0.07% | Add +6.3% | 40,715 | $5.0M |
| Hunter Perkins Capital Management, LLC | 1.15% | Reduce -0.3% | 39,777 | $5.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -3.4% | 40,053 | $5.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | No change | 39,234 | $4.9M |
| Natixis | 0.02% | Add +8.5% | 38,426 | $4.8M |
| Intech Investment Management LLC | 0.04% | Reduce -33.3% | 37,274 | $4.6M |
| Anchor Capital Advisors LLC | 0.13% | Add +1.6% | 36,803 | $4.6M |
| Entropy Technologies, LP | 0.24% | Add +234.8% | 36,449 | $4.5M |
| Presima Securities ULC | 2.59% | Reduce -57.8% | 36,178 | $4.5M |
| Arizona State Retirement System | 0.02% | Reduce -9.1% | 34,358 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +208.1% | 33,858 | $4.2M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.4% | 33,820 | $4.2M |
| Cibc World Markets Corp. | 0.02% | — | 33,572 | $4.2M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 33,060 | $4.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | New | 32,408 | $4.0M |
| Capstone Investment Advisors, LLC | 0.04% | Add +8.0% | 32,384 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.2% | 31,868 | $4.0M |
| Ontario Teachers Pension Plan Board | 0.09% | Add +199.8% | 31,096 | $3.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +339.9% | 30,584 | $3.8M |
| Cerity Partners LLC | 0.01% | Add +0.8% | 30,579 | $3.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -1.7% | 29,929 | $3.7M |
| Nomura Asset Management International Inc. | 0.01% | — | 29,739 | $3.7M |
| Magnetar Financial LLC | 0.04% | Add +314.4% | 28,906 | $3.6M |
| Eurizon Capital SGR S.p.A. | 0.01% | — | 28,745 | $3.6M |
| Metis Global Partners, LLC | 0.08% | Add +1.1% | 28,777 | $3.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -48.7% | 28,492 | $3.5M |
| Janus Henderson Group PLC | 0.00% | Add +26.3% | 28,294 | $3.5M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 27,957 | $3.5M |
| Aurora Investment Managers, LLC. | 1.96% | Reduce -0.4% | 27,861 | $3.5M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -28.4% | 27,500 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.5% | 27,133 | $3.4M |
| KBC Group NV | 0.01% | Reduce -1.7% | 26,586 | $3.3M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -47.1% | 26,525 | $3.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 25,180 | $3.1M |
| FIL Ltd | 0.00% | Reduce -77.5% | 24,655 | $3.1M |
| Harvest Portfolios Group Inc. | 0.05% | Reduce -6.2% | 24,390 | $3.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -5.4% | 24,068 | $3.0M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -29.4% | 24,040 | $3.0M |
| Agf Management Ltd. | 0.01% | Reduce -8.1% | 24,018 | $3.0M |
| Bank of Montreal | 0.00% | Reduce -61.7% | 23,705 | $2.9M |
| Cander Asset Management LP | 0.53% | — | 23,200 | $2.9M |
| Anson Funds Management LP | 0.40% | New | 23,000 | $2.8M |
| Bridgefront Capital, LLC | 0.70% | New | 22,469 | $2.8M |
| Adams Asset Advisors, LLC | 0.37% | No change | 22,270 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +20.9% | 22,174 | $2.7M |
| Capula Management Ltd | 0.02% | New | 21,451 | $2.7M |
| LDR Capital Management LLC | 5.62% | New | 20,871 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +474.9% | 20,749 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -16.9% | 20,703 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.2% | 20,662 | $2.6M |
| New Age Alpha Advisors, LLC | 0.11% | Reduce -16.4% | 20,042 | $2.5M |
| Toronto Dominion Bank | 0.00% | Reduce -3.4% | 20,031 | $2.5M |
| Knights of Columbus Asset Advisors LLC | 0.14% | Reduce -6.8% | 19,758 | $2.4M |
| Advisors Asset Management, Inc. | 0.04% | Add +2.8% | 19,453 | $2.4M |
| Delta Global Management LP | 0.17% | New | 19,395 | $2.4M |
| Redwood Investment Management, LLC | 0.27% | New | 19,395 | $2.4M |
| Forsta Ap-Fonden | 0.01% | Reduce -6.4% | 19,100 | $2.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +58.3% | 19,101 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +127.2% | 18,938 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -6.7% | 18,847 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | Add +49.1% | 18,183 | $2.3M |
| First National Bank of Omaha | 0.06% | Reduce -4.5% | 17,341 | $2.1M |
| Mariner, LLC | 0.00% | Add +23.7% | 17,254 | $2.1M |
| NEOS Investment Management LLC | 0.01% | Add +42.9% | 16,484 | $2.0M |
| Xponance LLC | 0.01% | Reduce -0.4% | 16,161 | $2.0M |
| Allstate Corp. | 0.03% | Add +215.6% | 16,113 | $2.0M |
| Paralel Advisors LLC | 0.08% | No change | 16,094 | $2.0M |
| Vanderbilt University | 0.32% | Add +71.5% | 15,123 | $1.9M |
| Burns Matteson Capital Management, LLC | 0.73% | Add +40.3% | 14,632 | $1.8M |
| M&T Bank Corp | 0.01% | Add +499.8% | 14,616 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -24.9% | 14,308 | $1.8M |
| Inspire Investing, LLC | 0.16% | Add +2.6% | 14,431 | $1.8M |
| First National Advisers, LLC | 0.25% | Reduce -4.3% | 14,425 | $1.8M |
| OP Asset Management Ltd | 0.02% | No change | 14,198 | $1.8M |
| Greenland Capital Management LP | 0.27% | Add +100.0% | 14,000 | $1.7M |
| Tacita Capital Inc | 1.00% | Add +60.3% | 13,962 | $1.7M |
| Worldquant Millennium Advisors LLC | 0.01% | New | 13,730 | $1.7M |
| Quantbot Technologies LP | 0.06% | New | 13,532 | $1.7M |
| Tredje AP-fonden | 0.01% | Add +5.0% | 13,472 | $1.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.14% | Reduce -40.4% | 13,407 | $1.7M |
| Integrated Investment Consultants, LLC | 0.33% | Reduce -0.6% | 13,383 | $1.7M |
| AMG National Trust Bank | 0.04% | Reduce -5.3% | 13,323 | $1.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | New | 12,863 | $1.6M |
| Nordea Investment Management AB | 0.00% | Add +9.0% | 12,711 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 12,598 | $1.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | New | 12,500 | $1.5M |
| Sophron Capital Management L.P. | 0.50% | Reduce -19.9% | 12,482 | $1.5M |
| Candriam S.C.A. | 0.01% | Add +41.0% | 12,279 | $1.5M |
| LRT Capital Management, LLC | 1.28% | Reduce -47.3% | 12,085 | $1.5M |
| GAMCO Investors | 0.01% | No change | 12,065 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -0.7% | 11,868 | $1.5M |
| &partners | 0.01% | Add +1.6% | 11,703 | $1.5M |
| Creative Planning | 0.00% | Reduce -8.9% | 10,978 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -49.2% | 10,879 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.1% | 10,858 | $1.3M |
| Cascade Investment Advisors, Inc. | 0.78% | Add +1.7% | 10,723 | $1.3M |
| Brookfield Corp | 0.00% | Reduce -71.2% | 10,590 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 10,430 | $1.3M |
| WBH Advisory Inc. | 0.09% | Reduce -3.4% | 9,935 | $1.2M |
| Rare Wolf Capital LLC | 0.75% | — | 9,714 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -13.3% | 9,619 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -7.3% | 9,405 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.15% | Reduce -11.6% | 9,331 | $1.2M |
| Cwm, LLC | 0.00% | Add +240.1% | 9,305 | $1.2M |
| Spirit of America Management Corp. | 0.24% | Reduce -7.0% | 9,300 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -89.0% | 9,100 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -65.3% | 8,980 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.9% | 8,681 | $1.1M |
| Capital Square, LLC | 0.55% | Reduce -35.2% | 8,638 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.6% | 8,574 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 8,548 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 8,460 | $1.0M |
| Marshall Wace, LLP | 0.00% | New | 8,384 | $1.0M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -21.4% | 8,380 | $1.0M |
| Commerzbank Aktiengesellschaft | 0.02% | No change | 8,378 | $1.0M |
| Focus Partners Wealth | 0.00% | New | 8,200 | $1.0M |
| Bank of Nova Scotia | 0.00% | Add +71.1% | 8,174 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Add +16.1% | 8,165 | $1.0M |
| Ethic Inc. | 0.02% | Add +15.7% | 7,976 | $988K |
| AIA Group Ltd | 0.01% | New | 7,966 | $987K |
| Kentucky Retirement Systems | 0.03% | No change | 7,932 | $983K |
| Naviter Wealth, LLC | 0.13% | Reduce -9.2% | 7,767 | $971K |
| Ostrum Asset Management | 0.05% | Reduce -24.9% | 7,787 | $965K |
| Arkadios Wealth Advisors | 0.02% | Add +4.4% | 7,683 | $952K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 7,644 | $947K |
| DoubleLine ETF Adviser LP | 0.28% | Add +1.7% | 7,608 | $943K |
| Crawford Investment Counsel Inc. | 0.02% | Add +158.2% | 7,574 | $939K |
| Martingale Asset Management L P | 0.02% | New | 7,036 | $872K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -17.7% | 6,970 | $864K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.1% | 6,940 | $861K |
| Amalgamated Bank | 0.01% | Reduce -1.4% | 6,931 | $859K |
| Man Group plc | 0.00% | Reduce -18.8% | 6,900 | $855K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -1.5% | 6,588 | $816K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -59.7% | 6,468 | $802K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.7% | 6,368 | $789K |
| Yousif Capital Management, LLC | 0.01% | Reduce -6.1% | 6,237 | $786K |
| Blair William & Co. | 0.00% | Add +1.1% | 6,247 | $774K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -4.3% | 6,142 | $761K |
| Maryland State Retirement & Pension System | 0.02% | No change | 6,141 | $761K |
| Avanza Fonder AB | 0.02% | New | 6,113 | $757K |
| GeoWealth Management, LLC | 0.03% | Add +13.9% | 6,104 | $756K |
| Two Sigma Investments, LP | 0.00% | Reduce -45.0% | 6,100 | $756K |
| Sterling Capital Management LLC | 0.01% | Reduce -5.0% | 6,038 | $748K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 6,027 | $747K |
| American National Bank & Trust | 0.07% | No change | 6,000 | $743K |
| Park Avenue Securities LLC | 0.01% | Add +16.4% | 5,943 | $736K |
| National Pension Service | 0.00% | Add +58.7% | 5,914 | $733K |
| Stifel Financial Corp. | 0.00% | Reduce -4.7% | 5,850 | $725K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +21.7% | 5,835 | $723K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +2.3% | 5,828 | $722K |
| One Capital Management, LLC | 0.02% | No change | 5,688 | $705K |
| PNC Financial Services Group, Inc. | 0.00% | Add +169.4% | 5,661 | $701K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 5,657 | $701K |
| HB Wealth Management, LLC | 0.00% | Add +4.1% | 5,586 | $692K |
| QRG Capital Management, Inc. | 0.01% | New | 5,481 | $679K |
| CIBC Asset Management Inc | 0.00% | Add +2.1% | 5,467 | $677K |
| Norinchukin Bank, The | 0.01% | Reduce -4.1% | 5,390 | $668K |
| Balboa Wealth Partners | 0.11% | Reduce -12.9% | 5,354 | $663K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -55.2% | 5,302 | $662K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 5,047 | $625K |
| Vident Advisory, LLC | 0.01% | Reduce -18.4% | 4,951 | $614K |
| Catalyst Funds Management Pty Ltd | 0.14% | New | 4,800 | $595K |
| Choreo, LLC | 0.01% | Reduce -11.0% | 4,700 | $590K |
| iA Global Asset Management Inc. | 0.01% | Reduce -3.9% | 4,747 | $588K |
| Penserra Capital Management LLC | 0.01% | Add +0.2% | 4,737 | $586K |
| Plato Investment Management Ltd | 0.04% | Reduce -6.0% | 4,674 | $582K |
| Captrust Financial Advisors | 0.00% | Add +33.8% | 4,669 | $579K |
| Cambria Investment Management, L.P. | 0.03% | New | 4,653 | $577K |
| Brasada Capital Management, LP | 0.10% | Add +7.3% | 4,680 | $572K |
| SkyOak Wealth, LLC | 0.10% | No change | 4,589 | $569K |
| Central Pacific Bank - Trust Division | 0.07% | Reduce -2.2% | 4,500 | $558K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 4,500 | $558K |
| North Dakota State Investment Board | 0.02% | — | 4,448 | $551K |
| Praxis Investment Management Inc. | 0.03% | No change | 4,437 | $550K |
| MML Investors Services, LLC | 0.00% | Add +6.5% | 4,437 | $550K |
| Banco Santander, S.A. | 0.00% | Reduce -1.3% | 4,432 | $549K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 4,363 | $545K |
| Baird Financial Group, Inc. | 0.00% | Add +4.1% | 4,357 | $540K |
| Abn Amro Investment Solutions | 0.01% | New | 4,340 | $538K |
| E. Ohman J:or Asset Management AB | 0.01% | New | 4,277 | $530K |
| Havemeyer Place LP | 0.10% | — | 4,150 | $514K |
| Jones Financial Companies LLLP | 0.00% | Add +26.4% | 4,122 | $511K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 4,030 | $499K |
| US Bancorp \de | 0.00% | Reduce -11.3% | 4,026 | $499K |
| Fifth Third Bancorp | 0.00% | Reduce -9.5% | 3,985 | $494K |
| D.A. Davidson & Co. | 0.00% | Add +18.0% | 3,914 | $485K |
| Summit Wealth Group, LLC | 0.11% | No change | 3,887 | $482K |
| Hunting Hill Global Capital, LLC | 0.47% | No change | 3,825 | $474K |
| Prudential PLC | 0.00% | No change | 3,769 | $467K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | — | 3,620 | $449K |
| Ieq Capital, LLC | 0.00% | New | 3,467 | $430K |
| Canal Capital Management, LLC | 0.06% | Add +24.9% | 3,381 | $419K |
| Braeburn Wealth Management LLC | 0.21% | — | 3,326 | $412K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 3,325 | $412K |
| Ofi Invest Asset Management | 0.01% | Reduce -3.1% | 3,809 | $402K |
| Wahed Invest LLC | 0.05% | Reduce -6.1% | 3,220 | $399K |
| Holocene Advisors, LP | 0.00% | Reduce -66.8% | 3,144 | $390K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -48.9% | 3,110 | $385K |
| Commerce Bank | 0.00% | No change | 3,102 | $384K |
| South Shore Capital Advisors | 0.28% | — | 3,083 | $382K |
| Capital International, Inc. | 0.00% | Reduce -9.3% | 3,027 | $375K |
| Advisory Alpha, LLC | 0.01% | No change | 3,000 | $372K |
| IFP Advisors, Inc | 0.01% | Add +3.2% | 2,902 | $360K |
| Vestcor Inc | 0.01% | Reduce -51.9% | 2,881 | $357K |
| Discipline Wealth Solutions, LLC | 0.07% | No change | 2,878 | $357K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,874 | $356K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,841 | $352K |
| Lantern Wealth Advisors, LLC | 0.18% | No change | 2,800 | $347K |
| ASR Vermogensbeheer N.V. | 0.00% | Reduce -1.2% | 2,760 | $342K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | — | 2,719 | $337K |
| Jump Financial, LLC | 0.00% | New | 2,644 | $328K |
| Credit Agricole S A | 0.00% | Reduce -38.4% | 2,534 | $314K |
| Nomura Holdings Inc. | 0.00% | Reduce -2.9% | 2,501 | $310K |
| Callan Family Office, LLC | 0.01% | New | 2,500 | $310K |
| Warwick Investment Management, Inc. | 0.05% | Reduce -0.2% | 2,479 | $307K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 2,438 | $306K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -29.2% | 2,433 | $301K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.8% | 2,397 | $297K |
| Safe Harbor Family Capital, LLC | 0.26% | — | 2,343 | $290K |
| Gross & Hartman Investments LLC | 0.17% | — | 2,343 | $290K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -99.6% | 2,322 | $288K |
| Woodline Partners LP | 0.00% | New | 2,306 | $286K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.8% | 2,295 | $284K |
| Syon Capital LLC | 0.01% | New | 2,247 | $278K |
| Tributary Capital Management, LLC | 0.03% | Reduce -1.8% | 2,230 | $276K |
| CoreCap Advisors, LLC | 0.01% | Add +3.8% | 2,228 | $276K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,220 | $275K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.2% | 2,172 | $269K |
| Regions Financial Corp. | 0.00% | Add +1.6% | 2,169 | $269K |
| Osmosis Investment Management UK Ltd | 0.01% | — | 2,148 | $268K |
| Private Advisor Group, LLC | 0.00% | New | 2,159 | $267K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -3.0% | 2,074 | $257K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.9% | 2,050 | $254K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -50.6% | 2,027 | $251K |
| Americana Partners, LLC | 0.01% | New | 2,020 | $250K |
| Nixon Peabody Trust Co. | 0.02% | No change | 2,000 | $248K |
| Pursue Wealth Partners LLC | 0.12% | No change | 1,992 | $247K |
| Fairtree Asset Management (Pty) Ltd | 0.11% | New | 1,990 | $247K |
| 111 Capital | 0.05% | Reduce -43.7% | 1,982 | $246K |
| Cetera Trust Company, N.A | 0.13% | Add +2.6% | 1,965 | $243K |
| Machina Capital S.A.S. | 0.05% | New | 1,961 | $243K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,921 | $243K |
| World Investment Advisors | 0.00% | Add +0.4% | 1,919 | $238K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 1,900 | $235K |
| RB Capital Management, LLC | 0.05% | Reduce -17.1% | 1,891 | $234K |
| Purpose Unlimited Inc. | 0.01% | — | 1,837 | $228K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -54.0% | 1,799 | $223K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 1,751 | $220K |
| National Bank of Canada | 0.00% | Add +94.0% | 1,763 | $218K |
| TCW Group Inc. | 0.00% | New | 1,736 | $215K |
| HighPoint Advisor Group LLC | 0.00% | Reduce -3.5% | 1,730 | $214K |
| Arax Advisory Partners | 0.01% | Reduce -16.9% | 1,727 | $214K |
| Exchange Traded Concepts, LLC | 0.00% | Add +22.1% | 1,726 | $214K |
| Interchange Capital Partners, LLC | 0.04% | New | 1,714 | $212K |
| Caxton Associates LLP | 0.00% | New | 1,676 | $208K |
| True North Advisors, LLC | 0.03% | New | 1,652 | $205K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.4% | 1,635 | $203K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.8% | 1,623 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +170.9% | 1,585 | $196K |
| Smartleaf Asset Management LLC | 0.01% | Add +133.7% | 1,554 | $195K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,497 | $186K |
| Simplex Trading, LLC | 0.00% | Reduce -62.7% | 1,416 | $175K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +384.0% | 1,394 | $173K |
| AlphaQuest LLC | 0.01% | New | 1,319 | $163K |
| Signaturefd, LLC | 0.00% | Reduce -12.1% | 1,195 | $148K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.9% | 1,151 | $143K |
| Bfsg, LLC | 0.01% | No change | 1,075 | $133K |
| GAMMA Investing LLC | 0.01% | Add +2.9% | 998 | $124K |
| Global Retirement Partners, LLC | 0.00% | Add +294.9% | 924 | $114K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.2% | 773 | $96K |
| Versant Capital Management, Inc | 0.01% | Add +8166.7% | 744 | $92K |
| Huntington National Bank | 0.00% | Add +46.1% | 719 | $89K |
| Parallel Advisors, LLC | 0.00% | Add +22.3% | 718 | $89K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 700 | $87K |
| Rothschild Investment LLC | 0.00% | Add +7450.0% | 604 | $75K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +31.1% | 590 | $73K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -27.2% | 588 | $73K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 566 | $70K |
| Kestra Advisory Services, LLC | 0.00% | New | 550 | $68K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 509 | $63K |
| Blue Trust, Inc. | 0.00% | Reduce -7.6% | 508 | $63K |
| Avalon Trust Co | 0.00% | No change | 507 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Add +54.0% | 482 | $60K |
| Eurizon SLJ Capital Ltd | 0.02% | — | 451 | $56K |
| Allworth Financial LP | 0.00% | Add +141.6% | 430 | $53K |
| SJS Investment Consulting Inc. | 0.01% | Add +124.9% | 407 | $50K |
| V-Square Quantitative Management LLC | 0.01% | New | 401 | $50K |
| Prosperity Bancshares Inc | 0.04% | — | 391 | $48K |
| Wiser Advisor Group LLC | 0.05% | Add +0.3% | 357 | $44K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 353 | $44K |
| Essential Partners LLC | 0.01% | Add +2508.3% | 313 | $39K |
| DV Trading LLC | 0.00% | — | 300 | $37K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -12.6% | 291 | $36K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -41.8% | 280 | $35K |
| Global X Japan Co., Ltd. | 0.00% | New | 267 | $33K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 261 | $33K |
| Independence Bank of Kentucky | 0.00% | No change | 250 | $31K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -11.8% | 238 | $29K |
| Wellington-Altus USA Inc. | 0.02% | — | 227 | $28K |
| Fulcrum Asset Management LLP | 0.01% | No change | 211 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1226.7% | 199 | $25K |
| Key Financial Inc | 0.00% | No change | 195 | $24K |
| Bessemer Group Inc. | 0.00% | Reduce -84.3% | 192 | $24K |
| Ancora Advisors LLC | 0.00% | Add +3016.7% | 187 | $23K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 171 | $21K |
| Blueline Advisors LLC | 0.02% | — | 165 | $20K |
| Assetmark, Inc. | 0.00% | Reduce -41.3% | 159 | $20K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +0.7% | 146 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -10.6% | 143 | $18K |
| Quent Capital, LLC | 0.00% | Add +13.6% | 142 | $18K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -7.8% | 142 | $18K |
| Zions Bancorporation, National Association | 0.00% | New | 140 | $17K |
| Capital Analysts, LLC | 0.00% | Reduce -0.7% | 136 | $17K |
| MAI Capital Management | 0.00% | Add +4.0% | 131 | $16K |
| Community Bank, N.A. | 0.00% | New | 125 | $15K |
| Raiffeisen Bank International AG | 0.00% | No change | 121 | $15K |
| Reflection Asset Management | 0.01% | — | 121 | $15K |
| Group One Trading LLC | 0.00% | No change | 113 | $14K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 110 | $14K |
| True Wealth Design, LLC | 0.00% | Add +494.4% | 107 | $13K |
| Larson Financial Group LLC | 0.00% | Reduce -39.1% | 106 | $13K |
| Spire Wealth Management | 0.00% | Reduce -76.0% | 95 | $12K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -60.6% | 84 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 79 | $10K |
| Valued Wealth Advisors LLC | 0.00% | No change | 77 | $10K |
| Trust Co. of Vermont | 0.00% | No change | 73 | $9K |
| Covestor Ltd | 0.00% | Reduce -78.1% | 74 | $9K |
| West Branch Capital LLC | 0.00% | No change | 70 | $9K |
| CVA Family Office, LLC | 0.00% | Add +70.7% | 70 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +21.1% | 69 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Add +53.7% | 63 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 57 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 55 | $7K |
| North Star Investment Management Corp. | 0.00% | Add +44.7% | 55 | $7K |
| Clearstead Trust, LLC | 0.00% | Reduce -24.6% | 52 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 51 | $6K |
| SageView Advisory Group, LLC | 0.00% | New | 47 | $6K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 45 | $6K |
| TCTC Holdings, LLC | 0.00% | No change | 45 | $6K |
| IMG Wealth Management, Inc. | 0.00% | No change | 44 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -6.4% | 44 | $5K |
| ORG Partners LLC | 0.00% | New | 44 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -89.5% | 41 | $5K |
| Ransom Advisory, Ltd | 0.00% | No change | 39 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -10.0% | 36 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 36 | $4K |
| CX Institutional | 0.00% | No change | 29 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 32 | $4K |
| Activest Wealth Management | 0.00% | Add +3000.0% | 31 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +60.0% | 24 | $3K |
| UMB Bank, n.a. | 0.00% | Add +50.0% | 24 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -54.9% | 23 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 21 | $3K |
| Leonteq Securities AG | 0.00% | New | 21 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 20 | $2K |
| Financial Consulate, Inc. | 0.00% | Add +375.0% | 19 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 19 | $2K |
| Sachetta, LLC | 0.00% | No change | 17 | $2K |
| Rossby Financial, LCC | 0.00% | New | 16 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 16 | $2K |
| Quarry LP | 0.00% | New | 16 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 15 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 14 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 14 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 13 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Add +550.0% | 13 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $1K |
| Wealth Watch Advisors, INC | 0.00% | No change | 12 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 11 | $1K |
| Johnson Financial Group, Inc. | 0.00% | New | 9 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 7 | $868 |
| Elyxium Wealth, LLC | 0.00% | New | 6 | $744 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $743 |
| Root Financial Partners, LLC | 0.00% | Reduce -40.0% | 6 | $743 |
| Dunhill Financial, LLC | 0.00% | New | 6 | $716 |
| First Horizon Corp. | 0.00% | Reduce -61.5% | 5 | $620 |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 5 | $611 |
| Cornerstone Financial Management LLC | 0.00% | — | 4 | $496 |
| NorthAvenue LLC | 0.00% | — | 4 | $496 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -50.0% | 4 | $496 |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $496 |
| Rialto Wealth Management, LLC | 0.00% | No change | 4 | $496 |
| SouthState Bank Corp | 0.00% | Reduce -50.0% | 4 | $496 |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $496 |
| Ares Financial Consulting, LLC | 0.00% | — | 3 | $408 |
| United Financial Planning Group LLC | 0.00% | New | 3 | $372 |
| Pacer Advisors, Inc. | 0.00% | No change | 3 | $372 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $372 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $248 |
| TD Private Client Wealth LLC | 0.00% | Add +100.0% | 2 | $248 |
| Winnacle Wealth LLC | 0.00% | No change | 1 | $124 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $124 |
| Nemes Rush Group LLC | 0.00% | New | 1 | $124 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $124 |
"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.