Sun CommunitiesSUI
13F holders, Q1 2026 (March 31)516holders −24
55new positions
80sold out
6famous investors
$126.00avg. 13F price*
At the end of Q1 2026, 516 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings, down 24 from Q4 2025. 55 opened new positions and 80 sold out. The largest holders were Dodge & Cox ($1.8B), BlackRock, Inc. ($1.6B) and Cohen & Steers, Inc. ($1.5B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sun Communities Inc.
- Filed as
- SUN CMNTYS INC (Q1 2026)
- CUSIP
- 866674104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $63.7M |
| Exits | 80 | $297.2M |
All 13F filers, Q4 2025 → Q1 2026: 9,006,709 shares bought and 7,473,122 shares sold, net +1,533,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 516 holders
| Dodge & Cox | 0.99% | Reduce -1.6% | 14,266,030 | $1.8B |
| BlackRock, Inc. | 0.03% | Add +18.9% | 12,681,528 | $1.6B |
| Cohen & Steers, Inc. | 2.64% | Add +19.9% | 12,063,415 | $1.5B |
| Vanguard Portfolio Management LLC | 0.07% | — | 10,168,892 | $1.3B |
| Wellington Management Group LLP | 0.14% | Add +15.9% | 5,842,918 | $736.0M |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -0.6% | 5,529,426 | $696.5M |
| Vanguard Capital Management LLC | 0.02% | — | 5,453,074 | $686.9M |
| State Street Corp. | 0.02% | Reduce -1.7% | 5,213,224 | $662.4M |
| FMR LLC | 0.03% | Add +2.4% | 4,983,816 | $627.8M |
| Geode Capital Management, LLC | 0.02% | Add +2.0% | 2,385,877 | $299.7M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.9% | 1,812,301 | $228.3M |
| Daiwa Securities Group Inc. | 0.65% | Add +17.0% | 1,768,350 | $222.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.8% | 1,526,108 | $192.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +2.1% | 1,504,752 | $189.5M |
| Deutsche Bank AG | 0.05% | Reduce -0.7% | 1,235,421 | $155.6M |
| Nuveen, LLC | 0.04% | Add +14.4% | 1,124,291 | $141.6M |
| Legal & General Group Plc | 0.03% | Reduce -0.4% | 1,076,405 | $135.6M |
| Northern Trust Corp. | 0.02% | Reduce -0.0% | 1,038,383 | $130.8M |
| Canada Pension Plan Investment Board | 0.08% | No change | 1,030,991 | $129.9M |
| Russell Investments Group, Ltd. | 0.13% | Add +22.1% | 974,982 | $122.8M |
| JPMorgan Chase & Co. | 0.01% | Add +37.4% | 893,921 | $112.8M |
| Morgan Stanley | 0.01% | Reduce -15.5% | 806,642 | $101.6M |
| Sei Investments Co. | 0.09% | Add +33.1% | 771,978 | $97.2M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 730,287 | $92.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.4% | 682,504 | $86.0M |
| HSBC Holdings PLC | 0.05% | Add +0.8% | 601,525 | $75.8M |
| Citadel Advisors | 0.05% | Reduce -53.7% | 579,938 | $73.0M |
| Bank of America Corp. | 0.01% | Add +9.4% | 568,513 | $71.6M |
| CBRE Investment Management Listed Real Assets LLC | 1.00% | Add +104.8% | 536,746 | $67.6M |
| Susquehanna International Group, LLP | 0.08% | Add +87.1% | 509,346 | $64.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +3.9% | 435,388 | $54.8M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -8.9% | 427,964 | $53.9M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -45.0% | 421,928 | $53.1M |
| GW&K Investment Management, LLC | 0.44% | Reduce -1.3% | 392,920 | $49.5M |
| Swiss National Bank | 0.03% | Add +5.8% | 362,860 | $45.7M |
| Vision Capital Corp | 22.75% | Add +16.8% | 330,796 | $41.7M |
| American Century Companies Inc. | 0.02% | Add +74.5% | 325,196 | $41.0M |
| Amundi | 0.01% | Add +19.6% | 312,099 | $39.3M |
| APG Asset Management US Inc. | 0.30% | Add +1.0% | 307,048 | $39.1M |
| UBS Group AG | 0.01% | Add +50.2% | 297,862 | $37.5M |
| First Trust Advisors LP | 0.03% | Reduce -8.2% | 282,142 | $35.5M |
| Land & Buildings Investment Management, LLC | 5.87% | Reduce -3.4% | 275,705 | $34.7M |
| Cramer Rosenthal McGlynn LLC | 2.48% | Add +5.6% | 268,485 | $33.8M |
| Prudential Financial Inc. | 0.04% | Reduce -15.0% | 264,183 | $33.3M |
| Franklin Resources Inc. | 0.01% | Reduce -37.6% | 262,017 | $33.0M |
| Invesco Ltd. | 0.00% | Reduce -1.3% | 260,772 | $32.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Add +1.9% | 259,889 | $32.7M |
| California Public Employees Retirement System | 0.02% | Reduce -8.8% | 257,182 | $32.4M |
| Marshall Wace, LLP | 0.03% | Add +2711.0% | 235,675 | $29.7M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +2.3% | 230,810 | $29.1M |
| Whittier Trust Co. | 0.33% | Reduce -14.1% | 227,245 | $29.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +7.7% | 225,803 | $28.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | — | 221,715 | $27.9M |
| Asset Management One Co., Ltd. | 0.08% | Reduce -6.0% | 221,336 | $27.9M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +3.1% | 219,309 | $27.6M |
| Citigroup Inc. | 0.02% | Reduce -15.0% | 198,193 | $25.0M |
| SG Americas Securities, LLC | 0.03% | Add +91.2% | 198,193 | $25.0M |
| Arbejdsmarkedets Tillaegspension | 0.62% | Add +4.1% | 196,774 | $24.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Add +22.8% | 194,448 | $24.5M |
| Quantinno Capital Management LP | 0.04% | Add +21.3% | 192,324 | $24.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.4% | 191,644 | $24.1M |
| Aberdeen Group plc | 0.04% | Reduce -9.0% | 191,241 | $24.1M |
| Schroder Investment Management Group | 0.02% | Reduce -2.6% | 191,992 | $24.0M |
| Jacobs Levy Equity Management, Inc. | 0.10% | New | 186,611 | $23.5M |
| California State Teachers Retirement System | 0.02% | Reduce -3.0% | 184,862 | $23.3M |
| Private Management Group Inc. | 0.65% | Reduce -5.4% | 180,445 | $22.7M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -11.0% | 176,863 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.9% | 176,203 | $22.2M |
| Millennium Management | 0.02% | Reduce -77.3% | 175,350 | $22.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.2% | 175,572 | $21.8M |
| Heitman Real Estate Securities LLC | 1.56% | Add +141.4% | 172,292 | $21.7M |
| State of New Jersey Common Pension Fund D | 0.08% | No change | 165,011 | $20.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -3.2% | 159,264 | $20.1M |
| Royal Bank of Canada | 0.00% | Reduce -12.9% | 158,606 | $20.0M |
| Hudson Bay Capital Management LP | 0.13% | Add +21.7% | 153,818 | $19.4M |
| Rhumbline Advisers | 0.02% | Reduce -0.3% | 152,476 | $19.2M |
| Korea Investment CORP | 0.04% | Add +35.7% | 149,210 | $18.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 145,092 | $18.3M |
| Vanguard Investments Australia, Ltd. | 0.05% | — | 143,725 | $18.1M |
| Swedbank AB | 0.02% | Reduce -9.8% | 141,713 | $17.9M |
| Barclays PLC | 0.01% | Reduce -34.5% | 133,484 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Add +14.6% | 131,568 | $16.6M |
| Woodline Partners LP | 0.06% | Add +5505.5% | 129,263 | $16.3M |
| Allianz Asset Management GmbH | 0.02% | Add +1.7% | 124,060 | $15.6M |
| Uniplan Investment Counsel, Inc. | 1.64% | Add +121.3% | 123,123 | $15.5M |
| STRS Ohio | 0.06% | Add +58.3% | 121,933 | $15.4M |
| CI Investments Inc. | 0.07% | Reduce -1.0% | 119,411 | $15.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -27.1% | 118,380 | $14.9M |
| AQR Capital Management | 0.01% | Reduce -25.1% | 114,255 | $14.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.1% | 113,224 | $14.3M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 110,373 | $14.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -1.9% | 108,106 | $13.6M |
| 1832 Asset Management L.P. | 0.02% | Add +68.3% | 105,400 | $13.3M |
| Macquarie Group Ltd. | 0.08% | Reduce -2.0% | 104,809 | $13.2M |
| Aviva PLC | 0.02% | Add +3.0% | 104,744 | $13.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -61.3% | 102,530 | $13.1M |
| Chilton Capital Management LLC | 0.44% | Add +0.7% | 100,259 | $12.7M |
| Meeder Asset Management Inc. | 0.71% | Add +45.3% | 97,715 | $12.3M |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 97,310 | $12.3M |
| ArrowMark Colorado Holdings LLC | 0.33% | Add +61.4% | 97,312 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.2% | 97,216 | $12.2M |
| Corient Private Wealth LP | 0.02% | Add +1.7% | 95,035 | $11.9M |
| Whittier Trust Co. of Nevada Inc. | 0.24% | Reduce -17.8% | 90,800 | $11.6M |
| Third Avenue Management LLC | 1.87% | Reduce -5.6% | 91,455 | $11.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +18.3% | 87,098 | $11.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +154.1% | 82,358 | $10.4M |
| Tidal Investments LLC | 0.03% | Add +3.9% | 80,412 | $10.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -14.1% | 78,516 | $9.9M |
| Van Eck Associates Corp. | 0.01% | Add +12.1% | 77,464 | $9.8M |
| DNB Asset Management AS | 0.03% | Reduce -3.8% | 74,082 | $9.3M |
| New York State Common Retirement Fund | 0.01% | No change | 73,147 | $9.2M |
| Danske Bank A/S | 0.02% | Reduce -0.3% | 73,103 | $9.2M |
| Lighthouse Investment Partners, LLC | 0.34% | Add +27.9% | 72,653 | $9.2M |
| Squarepoint Ops LLC | 0.02% | Add +142.8% | 69,187 | $8.7M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +2.0% | 68,360 | $8.6M |
| Aew Capital Management L P | 0.61% | Add +37.6% | 66,967 | $8.4M |
| Jane Street Group, LLC | 0.01% | Reduce -93.1% | 64,970 | $8.2M |
| State of Alaska, Department of Revenue | 0.08% | Add +0.9% | 61,156 | $7.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 58,146 | $7.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -5.7% | 56,759 | $7.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +39.0% | 55,683 | $7.0M |
| Investment Management Corp of Ontario | 0.09% | Add +33.7% | 54,449 | $6.9M |
| Lasalle Investment Management Securities LLC | 0.26% | No change | 53,134 | $6.7M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.2% | 52,427 | $6.6M |
| APG Asset Management N.V. | 0.02% | Reduce -4.8% | 59,564 | $6.5M |
| Centersquare Investment Management LLC | 0.07% | No change | 51,323 | $6.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -76.0% | 48,760 | $6.1M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -5.9% | 48,721 | $6.1M |
| TD Asset Management Inc | 0.01% | Reduce -24.3% | 48,445 | $6.1M |
| Gotham Asset Management | 0.02% | Reduce -14.0% | 48,162 | $6.1M |
| Tredje AP-fonden | 0.03% | Add +256.7% | 48,053 | $6.1M |
| KLP Kapitalforvaltning As | 0.02% | Add +1.3% | 47,500 | $6.0M |
| Osborne Partners Capital Management, LLC | 0.32% | Add +1.8% | 47,600 | $6.0M |
| Royal London Asset Management Ltd. | 0.01% | No change | 46,341 | $5.8M |
| Storebrand Asset Management As | 0.02% | Reduce -7.8% | 45,373 | $5.7M |
| SEB Asset Management AB | 0.02% | — | 45,123 | $5.7M |
| Kennedy Capital Management LLC | 0.12% | Reduce -0.1% | 44,945 | $5.7M |
| Dark Forest Capital Management LP | 0.50% | Reduce -8.8% | 44,832 | $5.6M |
| Handelsbanken Fonder AB | 0.02% | No change | 44,498 | $5.6M |
| Natixis | 0.02% | Add +14.7% | 44,082 | $5.6M |
| Davis Selected Advisers | 0.03% | Add +1.4% | 43,430 | $5.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +10.1% | 43,206 | $5.4M |
| IFM Investors Pty Ltd | 0.04% | Reduce -7.1% | 40,721 | $5.1M |
| Teacher Retirement System of Texas | 0.02% | Reduce -63.0% | 40,586 | $5.1M |
| Vestcor Inc | 0.14% | Add +1281.0% | 39,786 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +23.3% | 39,279 | $4.9M |
| Baillie Gifford & Co. | 0.00% | Reduce -9.9% | 38,096 | $4.8M |
| Presima Securities ULC | 2.56% | No change | 36,178 | $4.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.2% | 34,549 | $4.4M |
| Arizona State Retirement System | 0.02% | Reduce -2.1% | 33,624 | $4.2M |
| Adelante Capital Management LLC | 0.28% | New | 32,940 | $4.1M |
| CIBC Bancorp USA Inc. | 0.01% | — | 32,749 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.5% | 32,668 | $4.1M |
| Metis Global Partners, LLC | 0.10% | Add +9.9% | 31,636 | $4.0M |
| Anchor Capital Advisors LLC | 0.11% | Reduce -14.6% | 31,426 | $4.0M |
| Renaissance Technologies | 0.01% | New | 30,100 | $3.8M |
| Ensign Peak Advisors, Inc | 0.01% | Add +24.1% | 29,846 | $3.8M |
| KBC Group NV | 0.01% | Add +12.0% | 29,778 | $3.8M |
| Nomura Asset Management International Inc. | 0.01% | No change | 29,739 | $3.7M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +2.2% | 29,367 | $3.7M |
| Easterly Investment Partners LLC | 0.28% | New | 29,190 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Reduce -3.9% | 28,777 | $3.6M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +51.0% | 28,603 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +49.1% | 28,487 | $3.6M |
| SummitTX Capital, L.P. | 0.11% | Reduce -35.1% | 27,841 | $3.5M |
| Aurora Investment Managers, LLC. | 2.58% | Reduce -0.1% | 27,838 | $3.5M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 27,803 | $3.5M |
| UniSuper Management Pty Ltd | 0.02% | Add +1.1% | 27,800 | $3.5M |
| Agf Management Ltd. | 0.02% | Add +13.9% | 27,352 | $3.4M |
| Jain Global LLC | 0.05% | New | 27,061 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -9.2% | 25,696 | $3.2M |
| Nisa Investment Advisors, LLC | 0.01% | Add +77.6% | 25,408 | $3.2M |
| Bank of Montreal | 0.00% | Add +1.1% | 23,965 | $3.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +14.7% | 23,736 | $3.0M |
| Cerity Partners LLC | 0.00% | Reduce -22.9% | 23,588 | $3.0M |
| Adams Asset Advisors, LLC | 0.32% | No change | 22,270 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +13.4% | 22,062 | $2.8M |
| NEOS Investment Management LLC | 0.01% | Add +33.5% | 22,012 | $2.8M |
| Los Angeles Capital Management LLC | 0.01% | New | 22,003 | $2.8M |
| Greenland Capital Management LP | 0.63% | Add +57.1% | 22,000 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.9% | 21,134 | $2.7M |
| First National Bank of Omaha | 0.08% | Add +21.1% | 21,002 | $2.6M |
| Allstate Corp. | 0.03% | Add +30.2% | 20,976 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.3% | 20,930 | $2.6M |
| Harvest Portfolios Group Inc. | 0.04% | Reduce -14.9% | 20,745 | $2.6M |
| Inspire Investing, LLC | 0.15% | Add +43.3% | 20,675 | $2.6M |
| Andra AP-fonden | 0.03% | Reduce -60.0% | 20,657 | $2.6M |
| New Age Alpha Advisors, LLC | 0.12% | Add +1.6% | 20,360 | $2.6M |
| Utah Retirement Systems | 0.03% | Reduce -54.4% | 19,902 | $2.5M |
| Knights of Columbus Asset Advisors LLC | 0.14% | No change | 19,758 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +0.6% | 18,962 | $2.4M |
| Fieldview Capital Management, LLC | 0.69% | New | 18,853 | $2.4M |
| Xponance LLC | 0.02% | Add +15.8% | 18,710 | $2.4M |
| Intech Investment Management LLC | 0.02% | Reduce -53.6% | 17,282 | $2.2M |
| Northwest & Ethical Investments L.P. | 0.05% | New | 17,106 | $2.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -23.1% | 17,049 | $2.1M |
| Toronto Dominion Bank | 0.00% | Reduce -18.3% | 16,372 | $2.1M |
| Paralel Advisors LLC | 0.08% | No change | 16,094 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -38.1% | 15,580 | $2.0M |
| First National Advisers, LLC | 0.27% | Add +2.5% | 14,784 | $1.9M |
| Sophron Capital Management L.P. | 0.54% | Add +16.7% | 14,571 | $1.8M |
| Taproot Management LP | 0.35% | Reduce -81.5% | 14,566 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +252.3% | 14,521 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -1.6% | 14,385 | $1.8M |
| Tacita Capital Inc | 1.04% | No change | 13,962 | $1.8M |
| Parallax Volatility Advisers, L.P. | 0.10% | New | 13,545 | $1.8M |
| Creative Planning | 0.00% | Add +24.6% | 13,678 | $1.7M |
| Integrated Investment Consultants, LLC | 0.35% | Reduce -1.9% | 13,124 | $1.7M |
| Nordea Investment Management AB | 0.00% | Add +2.3% | 12,997 | $1.6M |
| OP Asset Management Ltd | 0.02% | Reduce -9.8% | 12,809 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 12,598 | $1.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 12,500 | $1.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.17% | Reduce -6.8% | 12,496 | $1.6M |
| GAMCO Investors | 0.01% | No change | 12,065 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Reduce -55.5% | 12,065 | $1.5M |
| Cannon Global Investment Management, LLC | 3.65% | New | 11,900 | $1.5M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -17.4% | 11,336 | $1.4M |
| WINTON GROUP Ltd | 0.05% | New | 11,071 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +30.4% | 10,923 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 10,886 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.2% | 10,855 | $1.4M |
| Martingale Asset Management L P | 0.03% | Add +53.7% | 10,812 | $1.4M |
| Cascade Investment Advisors, Inc. | 0.80% | Reduce -0.2% | 10,698 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 10,629 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -16.1% | 9,951 | $1.3M |
| Azzad Asset Management Inc. | 0.13% | New | 9,822 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +14.9% | 9,818 | $1.2M |
| Entropy Technologies, LP | 0.06% | Reduce -73.1% | 9,803 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Add +19.4% | 9,745 | $1.2M |
| Verition Fund Management LLC | 0.01% | Add +7.0% | 9,737 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +7.2% | 9,625 | $1.2M |
| National Pension Service | 0.00% | Add +61.6% | 9,558 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -1.1% | 9,508 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.03% | Add +67.5% | 9,477 | $1.2M |
| Burns Matteson Capital Management, LLC | 0.45% | Reduce -36.8% | 9,254 | $1.2M |
| WBH Advisory Inc. | 0.09% | Reduce -8.3% | 9,110 | $1.2M |
| Ethic Inc. | 0.02% | Add +15.1% | 9,178 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -2.6% | 9,156 | $1.2M |
| Spirit of America Management Corp. | 0.22% | Reduce -3.8% | 8,950 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -51.3% | 8,860 | $1.1M |
| Naviter Wealth, LLC | 0.14% | Add +11.2% | 8,635 | $1.1M |
| Capital Square, LLC | 0.50% | Reduce -2.6% | 8,415 | $1.1M |
| Rare Wolf Capital LLC | 0.71% | Reduce -11.1% | 8,641 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +12.2% | 8,619 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.9% | 8,603 | $1.1M |
| Bank of Nova Scotia | 0.00% | Add +4.5% | 8,538 | $1.1M |
| Crawford Investment Counsel Inc. | 0.02% | Add +9.8% | 8,314 | $1.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +26.2% | 8,315 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.5% | 8,272 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.9% | 8,182 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +33.3% | 7,797 | $982K |
| Quadrature Capital Ltd | 0.01% | New | 7,605 | $958K |
| Freestone Grove Partners LP | 0.01% | New | 7,591 | $956K |
| Candriam S.C.A. | 0.01% | Reduce -38.3% | 7,576 | $954K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.0% | 7,529 | $948K |
| Vinva Investment Management Ltd | 0.01% | New | 7,501 | $947K |
| Focus Partners Wealth | 0.00% | Reduce -11.8% | 7,232 | $914K |
| Commerzbank Aktiengesellschaft | 0.02% | Reduce -13.5% | 7,250 | $913K |
| FIL Ltd | 0.00% | Reduce -71.7% | 6,982 | $879K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.2% | 6,749 | $850K |
| Hazelview Securities Inc. | 0.16% | New | 6,720 | $846K |
| Amalgamated Bank | 0.01% | Reduce -3.4% | 6,695 | $843K |
| DRW Securities, LLC | 0.05% | New | 6,618 | $834K |
| CIBC Asset Management Inc | 0.00% | Add +19.5% | 6,532 | $823K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.2% | 6,454 | $813K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.2% | 6,354 | $800K |
| Yousif Capital Management, LLC | 0.01% | Add +1.3% | 6,316 | $796K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +8.2% | 6,315 | $795K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -51.4% | 6,257 | $788K |
| NewEdge Wealth, LLC | 0.01% | New | 6,243 | $786K |
| Avanza Fonder AB | 0.02% | Add +1.6% | 6,213 | $783K |
| Maryland State Retirement & Pension System | 0.02% | No change | 6,141 | $774K |
| Ostrum Asset Management | 0.04% | Reduce -21.7% | 6,094 | $768K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -20.3% | 6,094 | $768K |
| Blair William & Co. | 0.00% | Reduce -2.6% | 6,084 | $766K |
| DoubleLine ETF Adviser LP | 0.29% | Reduce -20.9% | 6,017 | $758K |
| American National Bank & Trust | 0.07% | No change | 6,000 | $756K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +30.7% | 5,880 | $741K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Reduce -0.3% | 5,808 | $732K |
| Choreo, LLC | 0.01% | Add +18.4% | 5,566 | $708K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.1% | 5,524 | $696K |
| GeoWealth Management, LLC | 0.02% | Reduce -10.2% | 5,483 | $691K |
| LRT Capital Management, LLC | 0.63% | Reduce -55.5% | 5,372 | $677K |
| Norinchukin Bank, The | 0.01% | Reduce -2.6% | 5,247 | $661K |
| Fifth Third Bancorp | 0.00% | Add +29.2% | 5,148 | $648K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.3% | 5,032 | $634K |
| Park Avenue Securities LLC | 0.00% | Reduce -15.5% | 5,022 | $633K |
| Cambria Investment Management, L.P. | 0.03% | Add +3.9% | 4,836 | $609K |
| Penserra Capital Management LLC | 0.01% | Add +2.2% | 4,840 | $609K |
| Plato Investment Management Ltd | 0.04% | No change | 4,674 | $589K |
| Balboa Wealth Partners | 0.10% | Reduce -13.0% | 4,657 | $587K |
| SkyOak Wealth, LLC | 0.11% | No change | 4,589 | $578K |
| Saudi Central Bank | 0.01% | New | 4,565 | $575K |
| Cwm, LLC | 0.00% | Reduce -51.3% | 4,532 | $571K |
| Argonautica Private Wealth Management, Inc. | 0.17% | New | 4,454 | $561K |
| Central Pacific Bank - Trust Division | 0.07% | Reduce -1.1% | 4,450 | $561K |
| iA Global Asset Management Inc. | 0.01% | Reduce -6.6% | 4,433 | $558K |
| One Capital Management, LLC | 0.02% | Reduce -22.4% | 4,416 | $556K |
| United Capital Financial Advisors, LLC | 0.00% | Add +83.3% | 4,393 | $553K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.2% | 4,349 | $548K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 4,277 | $539K |
| MML Investors Services, LLC | 0.00% | Reduce -4.0% | 4,258 | $536K |
| Engineers Gate Manager LP | 0.01% | Reduce -90.9% | 4,194 | $528K |
| Farringdon Capital, Ltd. | 0.12% | New | 4,178 | $526K |
| US Bancorp \de | 0.00% | Add +3.6% | 4,171 | $525K |
| Union Bancaire Privee, UBP SA | 0.01% | New | 5,548 | $524K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.0% | 4,094 | $516K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -95.0% | 3,978 | $514K |
| Banco Santander, S.A. | 0.00% | Reduce -8.0% | 4,078 | $514K |
| Abn Amro Investment Solutions | 0.01% | Reduce -7.5% | 4,016 | $506K |
| Captrust Financial Advisors | 0.00% | Reduce -14.1% | 4,013 | $505K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +61.6% | 3,933 | $495K |
| AIA Group Ltd | 0.01% | Reduce -51.0% | 3,906 | $492K |
| Summit Wealth Group, LLC | 0.11% | No change | 3,887 | $490K |
| Vident Advisory, LLC | 0.00% | Reduce -21.8% | 3,870 | $488K |
| Praxis Investment Management Inc. | 0.03% | Reduce -13.5% | 3,837 | $483K |
| Catalyst Funds Management Pty Ltd | 0.08% | Reduce -20.8% | 3,800 | $479K |
| Prudential PLC | 0.00% | No change | 3,769 | $475K |
| Havemeyer Place LP | 0.05% | Reduce -10.1% | 3,730 | $470K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +82.5% | 3,699 | $466K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | No change | 3,620 | $456K |
| North Dakota State Investment Board | 0.02% | Reduce -19.5% | 3,580 | $451K |
| Sterling Capital Management LLC | 0.01% | Reduce -42.0% | 3,505 | $441K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -99.0% | 3,461 | $436K |
| Empowered Funds, LLC | 0.00% | New | 3,456 | $435K |
| Braeburn Wealth Management LLC | 0.25% | Add +3.0% | 3,426 | $432K |
| Canal Capital Management, LLC | 0.06% | Add +0.7% | 3,403 | $429K |
| D.A. Davidson & Co. | 0.00% | Reduce -13.9% | 3,369 | $424K |
| South Shore Capital Advisors | 0.31% | Add +8.9% | 3,359 | $423K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 3,325 | $419K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -61.9% | 3,227 | $406K |
| Commerce Bank | 0.00% | Add +3.7% | 3,217 | $405K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | New | 3,164 | $399K |
| QRG Capital Management, Inc. | 0.00% | Reduce -42.4% | 3,158 | $398K |
| Wahed Invest LLC | 0.05% | Reduce -3.5% | 3,108 | $391K |
| Frec Markets, Inc. | 0.07% | New | 3,056 | $385K |
| Advisory Alpha, LLC | 0.01% | No change | 3,000 | $378K |
| Brasada Capital Management, LP | 0.07% | Reduce -38.7% | 2,870 | $367K |
| Weiss Asset Management LP | 0.01% | New | 2,895 | $365K |
| Discipline Wealth Solutions, LLC | 0.04% | No change | 2,878 | $362K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,841 | $358K |
| ASR Vermogensbeheer N.V. | 0.00% | Add +2.4% | 2,826 | $356K |
| Lantern Wealth Advisors, LLC | 0.18% | No change | 2,800 | $353K |
| Ofi Invest Asset Management | 0.00% | Reduce -15.6% | 3,215 | $351K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -12.3% | 2,727 | $343K |
| Tributary Capital Management, LLC | 0.03% | Add +21.5% | 2,710 | $341K |
| IFP Advisors, Inc | 0.01% | Reduce -8.9% | 2,643 | $333K |
| MQS Management LLC | 0.22% | New | 2,558 | $322K |
| Credit Agricole S A | 0.00% | Reduce -0.2% | 2,530 | $319K |
| HighTower Advisors, LLC | 0.00% | Add +21.4% | 2,489 | $314K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 2,438 | $307K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.8% | 2,429 | $306K |
| Quadrant Capital Group LLC | 0.01% | Add +5.8% | 2,427 | $306K |
| National Bank of Canada | 0.00% | Add +37.2% | 2,419 | $305K |
| Safe Harbor Family Capital, LLC | 0.23% | Add +1.7% | 2,383 | $300K |
| Gross & Hartman Investments LLC | 0.16% | Add +1.7% | 2,383 | $300K |
| Massachusetts Financial Services Co. | 0.00% | Add +1.6% | 2,358 | $297K |
| Callan Family Office, LLC | 0.01% | Reduce -7.0% | 2,324 | $293K |
| Chicago Partners Investment Group LLC | 0.01% | Add +16.2% | 2,233 | $285K |
| Polymer Capital Management (US) LLC | 0.04% | New | 2,224 | $280K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,220 | $280K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.4% | 2,153 | $271K |
| Regions Financial Corp. | 0.00% | Reduce -1.6% | 2,134 | $269K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,082 | $262K |
| Machina Capital S.A.S. | 0.05% | Add +3.6% | 2,032 | $256K |
| Parallel Advisors, LLC | 0.00% | Add +182.9% | 2,031 | $256K |
| Impact Investors, Inc | 0.18% | New | 2,025 | $255K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | Reduce -26.6% | 1,996 | $251K |
| Pursue Wealth Partners LLC | 0.15% | No change | 1,992 | $251K |
| Legacy Wealth Asset Management, LLC | 0.06% | New | 1,933 | $243K |
| World Investment Advisors | 0.00% | Reduce -0.4% | 1,911 | $241K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 1,900 | $239K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.7% | 1,893 | $238K |
| Exchange Traded Concepts, LLC | 0.00% | Add +8.8% | 1,877 | $236K |
| Purpose Unlimited Inc. | 0.01% | No change | 1,837 | $231K |
| TCW Group Inc. | 0.00% | Add +5.1% | 1,825 | $230K |
| Cetera Trust Company, N.A | 0.13% | Reduce -9.7% | 1,775 | $224K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 1,775 | $224K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 1,751 | $221K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -12.5% | 1,750 | $220K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 1,720 | $217K |
| RB Capital Management, LLC | 0.05% | Reduce -9.0% | 1,720 | $217K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,662 | $211K |
| Arax Advisory Partners | 0.01% | Reduce -6.4% | 1,617 | $204K |
| Syon Capital LLC | 0.01% | Reduce -28.1% | 1,615 | $203K |
| &partners | 0.00% | Reduce -86.3% | 1,608 | $203K |
| Bailard, Inc. | 0.00% | New | 1,600 | $202K |
| Two Sigma Securities, LLC | 0.02% | New | 1,598 | $201K |
| NewEdge Advisors, LLC | 0.00% | Add +1.6% | 1,521 | $192K |
| Versant Capital Management, Inc | 0.02% | Add +75.3% | 1,304 | $164K |
| GAMMA Investing LLC | 0.01% | Add +19.4% | 1,192 | $150K |
| Signaturefd, LLC | 0.00% | Reduce -2.1% | 1,170 | $147K |
| Mather Group, Llc. | 0.00% | New | 1,168 | $147K |
| Walleye Trading LLC | 0.00% | New | 1,134 | $143K |
| Bfsg, LLC | 0.01% | No change | 1,075 | $135K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +27.0% | 982 | $124K |
| Quarry LP | 0.02% | Add +5568.8% | 907 | $114K |
| Huntington National Bank | 0.00% | Add +21.3% | 872 | $110K |
| Itau Unibanco Holding S.A. | 0.00% | New | 746 | $94K |
| Harbour Investments, Inc. | 0.00% | Add +939.1% | 717 | $90K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +8.7% | 639 | $80K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 566 | $71K |
| V-Square Quantitative Management LLC | 0.01% | Add +36.7% | 548 | $69K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 509 | $64K |
| Avalon Trust Co | 0.00% | No change | 507 | $64K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -69.3% | 487 | $61K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Reduce -20.3% | 470 | $59K |
| Prosperity Bancshares Inc | 0.04% | No change | 391 | $49K |
| Oslo Pensjonsforsikring AS | 0.01% | — | 390 | $49K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -8.1% | 374 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.4% | 369 | $47K |
| Wiser Advisor Group LLC | 0.05% | Add +0.8% | 360 | $45K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 353 | $44K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -78.3% | 338 | $43K |
| Global X Japan Co., Ltd. | 0.00% | Add +26.6% | 338 | $43K |
| Larson Financial Group LLC | 0.00% | Add +175.5% | 292 | $37K |
| Allworth Financial LP | 0.00% | Reduce -32.6% | 290 | $36K |
| Rothschild Investment LLC | 0.00% | Reduce -54.3% | 276 | $35K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 261 | $33K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +198.8% | 251 | $32K |
| Ancora Advisors LLC | 0.00% | Add +35.3% | 253 | $32K |
| MAI Capital Management | 0.00% | Add +88.5% | 247 | $31K |
| Capital Analysts, LLC | 0.00% | Add +68.4% | 229 | $29K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -18.2% | 229 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -26.8% | 213 | $27K |
| Fulcrum Asset Management LLP | 0.00% | No change | 211 | $27K |
| Wellington-Altus USA Inc. | 0.01% | Reduce -7.5% | 210 | $25K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -19.3% | 192 | $25K |
| Key Financial Inc | 0.00% | No change | 195 | $25K |
| Assetmark, Inc. | 0.00% | Add +22.0% | 194 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -8.0% | 183 | $23K |
| Blueline Advisors LLC | 0.02% | Add +2.4% | 169 | $21K |
| Zions Bancorporation, National Association | 0.00% | Add +14.3% | 160 | $20K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 146 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 143 | $18K |
| Arlington Trust Co LLC | 0.00% | New | 137 | $17K |
| CX Institutional | 0.00% | Add +372.4% | 137 | $17K |
| Independence Bank of Kentucky | 0.00% | Reduce -50.0% | 125 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -13.4% | 123 | $15K |
| Raiffeisen Bank International AG | 0.00% | No change | 121 | $15K |
| Quent Capital, LLC | 0.00% | Reduce -21.8% | 111 | $14K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 110 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -78.7% | 108 | $14K |
| Dynamic Wealth Strategies, LLC | 0.01% | Reduce -41.5% | 100 | $13K |
| Scarborough Advisors, LLC | 0.00% | New | 100 | $13K |
| TD Capital Management LLC | 0.00% | New | 100 | $13K |
| Simplex Trading, LLC | 0.00% | Reduce -93.2% | 97 | $12K |
| Advisory Services Network, LLC | 0.00% | New | 96 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Add +46.0% | 92 | $12K |
| True Wealth Design, LLC | 0.00% | Reduce -17.8% | 88 | $11K |
| Essential Partners LLC | 0.00% | Reduce -71.9% | 88 | $11K |
| Bessemer Group Inc. | 0.00% | Reduce -58.3% | 80 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 79 | $10K |
| Valued Wealth Advisors LLC | 0.00% | No change | 77 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 75 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +68.3% | 69 | $9K |
| North Star Investment Management Corp. | 0.00% | Add +9.1% | 60 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 57 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 55 | $7K |
| Highline Wealth Partners LLC | 0.00% | No change | 51 | $6K |
| Kemnay Advisory Services Inc. | 0.00% | New | 49 | $6K |
| CVA Family Office, LLC | 0.00% | Reduce -35.7% | 45 | $6K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 44 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 44 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | New | 40 | $5K |
| Covestor Ltd | 0.00% | Reduce -43.2% | 42 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 36 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +56.5% | 36 | $5K |
| Root Financial Partners, LLC | 0.00% | Add +500.0% | 36 | $5K |
| UMB Bank, n.a. | 0.00% | Add +29.2% | 31 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 26 | $3K |
| Clearstead Trust, LLC | 0.00% | Reduce -53.9% | 24 | $3K |
| Investors Research Corp | 0.00% | New | 22 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 21 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +2000.0% | 21 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +42.9% | 20 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 20 | $3K |
| Financial Consulate, Inc. | 0.00% | No change | 19 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 19 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Add +38.5% | 18 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 16 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 16 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +300.0% | 16 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $2K |
| Sachetta, LLC | 0.00% | Reduce -5.9% | 16 | $2K |
| Key Capital Management, INC | 0.00% | New | 15 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -12.5% | 14 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 13 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +225.0% | 13 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Add +0.0% | 12 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +500.0% | 12 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 11 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -62.5% | 9 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -99.2% | 9 | $1K |
| Whipplewood Advisors, LLC | 0.00% | New | 8 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 7 | $882 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $756 |
| Dunhill Financial, LLC | 0.00% | Reduce -16.7% | 5 | $727 |
| Principia Wealth Advisory, LLC | 0.00% | Add +150.0% | 5 | $630 |
| MV Capital Management, Inc. | 0.00% | Add +66.7% | 5 | $630 |
| First Horizon Corp. | 0.00% | No change | 5 | $630 |
| Leonteq Securities AG | 0.00% | Reduce -76.2% | 5 | $630 |
| Cornerstone Financial Management LLC | 0.00% | No change | 4 | $504 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $504 |
| Rialto Wealth Management, LLC | 0.00% | No change | 4 | $504 |
| SouthState Bank Corp | 0.00% | No change | 4 | $504 |
| Silicon Valley Capital Partners | 0.00% | New | 4 | $504 |
| Ares Financial Consulting, LLC | 0.00% | No change | 3 | $423 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -78.6% | 3 | $381 |
| GHP Investment Advisors, Inc. | 0.00% | New | 2 | $252 |
| Horizon Investments, LLC | 0.00% | New | 2 | $252 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $126 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1 | $126 |
| Pacer Advisors, Inc. | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.