Sun CommunitiesSUI
13F holders, Q2 2026 (June 30)532holders +16
75new positions
62sold out
8famous investors
$119.96avg. 13F price*
At the end of Q2 2026, 532 institutions reported holding Sun Communities Inc. (SUI) in their 13F filings, up 16 from Q1 2026. 75 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($1.6B), Cohen & Steers, Inc. ($1.6B) and Vanguard Portfolio Management LLC ($1.2B). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Sun Communities Inc.
- Filed as
- SUN CMNTYS INC (Q2 2026)
- CUSIP
- 866674104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $193.7M |
| Exits | 62 | $92.9M |
All 13F filers, Q1 2026 → Q2 2026: 11,240,104 shares bought and 10,306,464 shares sold, net +933,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 532 holders
| BlackRock, Inc. | 0.02% | Add +8.5% | 13,757,945 | $1.6B |
| Cohen & Steers, Inc. | 2.54% | Add +11.1% | 13,398,864 | $1.6B |
| Vanguard Portfolio Management LLC | 0.06% | Add +0.9% | 10,263,766 | $1.2B |
| Dodge & Cox | 0.60% | Reduce -33.4% | 9,500,781 | $1.1B |
| Vanguard Capital Management LLC | 0.01% | Add +0.8% | 5,494,428 | $658.8M |
| Norges Bank | 0.07% | — | 5,439,467 | $652.2M |
| Wellington Management Group LLP | 0.11% | Reduce -7.8% | 5,390,114 | $646.3M |
| T. Rowe Price Associates Inc. | 0.06% | Reduce -2.5% | 5,389,029 | $646.2M |
| State Street Corp. | 0.02% | Reduce -3.9% | 5,008,789 | $606.1M |
| FMR LLC | 0.02% | Reduce -8.4% | 4,565,468 | $547.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.9% | 2,340,449 | $279.8M |
| Daiwa Securities Group Inc. | 0.49% | Add +2.4% | 1,810,684 | $217.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.8% | 1,798,284 | $215.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +8.0% | 1,648,236 | $197.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +2.1% | 1,536,249 | $184.2M |
| Citadel Advisors | 0.10% | Add +152.7% | 1,465,733 | $175.8M |
| Millennium Management | 0.12% | Add +710.7% | 1,421,561 | $170.5M |
| Canada Pension Plan Investment Board | 0.09% | Add +26.9% | 1,307,991 | $156.8M |
| Legal & General Group Plc | 0.03% | Reduce -4.9% | 1,023,572 | $122.7M |
| Northern Trust Corp. | 0.01% | Reduce -4.7% | 989,742 | $118.7M |
| Morgan Stanley | 0.01% | Add +18.7% | 957,254 | $114.8M |
| Russell Investments Group, Ltd. | 0.10% | Reduce -4.9% | 927,049 | $111.2M |
| Deutsche Bank AG | 0.03% | Reduce -26.8% | 904,260 | $108.4M |
| Balyasny Asset Management L.P. | 0.20% | Add +105.3% | 866,101 | $103.9M |
| Jane Street Group, LLC | 0.07% | Add +1223.2% | 859,712 | $103.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.7% | 807,182 | $97.9M |
| CBRE Investment Management Listed Real Assets LLC | 1.28% | Add +43.1% | 767,879 | $92.1M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +1.1% | 738,463 | $88.5M |
| Sei Investments Co. | 0.08% | Reduce -4.6% | 736,312 | $88.3M |
| Bank of New York Mellon Corp | 0.01% | Add +1.0% | 689,363 | $82.7M |
| Nuveen, LLC | 0.02% | Reduce -41.6% | 656,780 | $78.8M |
| Bank of America Corp. | 0.00% | Add +9.7% | 623,891 | $74.8M |
| HSBC Holdings PLC | 0.03% | Reduce -4.6% | 573,646 | $68.7M |
| Alyeska Investment Group, L.P. | 0.17% | New | 557,257 | $66.8M |
| Hudson Bay Capital Management LP | 0.29% | Add +201.6% | 463,853 | $55.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +4.9% | 456,746 | $54.8M |
| First Trust Advisors LP | 0.03% | Add +53.4% | 432,682 | $51.9M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -8.5% | 391,465 | $46.9M |
| GW&K Investment Management, LLC | 0.35% | Reduce -5.4% | 371,593 | $44.6M |
| Swiss National Bank | 0.02% | Reduce -4.2% | 347,560 | $41.7M |
| Centersquare Investment Management LLC | 0.36% | Add +577.1% | 347,520 | $41.7M |
| Land & Buildings Investment Management, LLC | 6.38% | Add +12.5% | 310,187 | $37.2M |
| APG Asset Management US Inc. | 0.26% | No change | 307,048 | $37.1M |
| Amundi | 0.01% | Reduce -1.0% | 308,912 | $37.0M |
| Invesco Ltd. | 0.00% | Add +16.5% | 303,704 | $36.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 285,654 | $34.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -1.2% | 256,813 | $30.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.8% | 256,337 | $30.7M |
| UBS Group AG | 0.00% | Reduce -15.4% | 251,973 | $30.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | Add +13.5% | 251,701 | $30.2M |
| Franklin Resources Inc. | 0.01% | Reduce -4.0% | 251,460 | $30.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +40.7% | 247,912 | $29.7M |
| Prudential Financial Inc. | 0.03% | Reduce -7.2% | 245,181 | $29.4M |
| Susquehanna International Group, LLP | 0.03% | Reduce -52.0% | 244,394 | $29.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +6.7% | 240,847 | $28.9M |
| Cramer Rosenthal McGlynn LLC | 1.46% | Reduce -11.0% | 239,019 | $28.7M |
| Whittier Trust Co. | 0.28% | Add +2.5% | 232,839 | $28.4M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +2.3% | 236,160 | $28.3M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +5.1% | 230,522 | $27.6M |
| Engineers Gate Manager LP | 0.35% | Add +5319.8% | 227,305 | $27.3M |
| Arbejdsmarkedets Tillaegspension | 0.59% | Add +15.4% | 227,000 | $27.2M |
| Asset Management One Co., Ltd. | 0.07% | Add +2.4% | 226,642 | $27.2M |
| California State Teachers Retirement System | 0.02% | Add +14.8% | 212,214 | $25.4M |
| California Public Employees Retirement System | 0.01% | Reduce -19.6% | 206,868 | $24.8M |
| Woodline Partners LP | 0.07% | Add +38.2% | 178,657 | $21.4M |
| Private Management Group Inc. | 0.56% | Reduce -1.4% | 177,852 | $21.3M |
| Public Employees Retirement System of Ohio | 0.06% | Add +0.3% | 177,469 | $21.3M |
| Citigroup Inc. | 0.01% | Reduce -11.9% | 174,685 | $20.9M |
| Ameriprise Financial Inc. | 0.00% | Add +76.8% | 171,996 | $20.6M |
| Wells Fargo & Company | 0.00% | Add +15.8% | 168,042 | $20.1M |
| BNP Paribas Financial Markets | 0.01% | Add +41.8% | 167,897 | $20.1M |
| Jain Global LLC | 0.25% | Add +515.7% | 166,624 | $20.0M |
| State of New Jersey Common Pension Fund D | 0.07% | Reduce -1.6% | 162,381 | $19.5M |
| Heitman Real Estate Securities LLC | 1.24% | Reduce -6.6% | 160,857 | $19.3M |
| Quantinno Capital Management LP | 0.02% | Reduce -17.3% | 158,982 | $19.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -3.7% | 153,350 | $18.4M |
| Rhumbline Advisers | 0.01% | Reduce -2.4% | 148,803 | $17.8M |
| Vanguard Investments Australia, Ltd. | 0.04% | Add +0.1% | 143,803 | $17.2M |
| Macquarie Group Ltd. | 0.07% | Add +34.5% | 140,939 | $16.9M |
| Aberdeen Group plc | 0.02% | Reduce -26.6% | 140,337 | $16.8M |
| Vision Capital Corp | 7.48% | Reduce -59.1% | 135,152 | $16.2M |
| 1832 Asset Management L.P. | 0.02% | Add +25.6% | 132,420 | $15.9M |
| Jacobs Levy Equity Management, Inc. | 0.06% | Reduce -30.5% | 129,770 | $15.6M |
| SG Americas Securities, LLC | 0.01% | Reduce -34.8% | 129,253 | $15.5M |
| Raymond James Financial Inc. | 0.00% | Add +32.8% | 129,056 | $15.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.4% | 128,376 | $15.4M |
| Royal Bank of Canada | 0.00% | Reduce -20.2% | 126,545 | $15.2M |
| Barclays PLC | 0.00% | Reduce -12.9% | 116,307 | $13.9M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 110,373 | $13.9M |
| Jones Financial Companies LLLP | 0.01% | Add +653.0% | 109,345 | $13.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.8% | 110,112 | $13.2M |
| Aviva PLC | 0.02% | Reduce -1.8% | 102,880 | $12.3M |
| Clearbridge Investments, LLC | 0.01% | New | 102,340 | $12.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -7.6% | 99,889 | $12.0M |
| Natixis Advisors, LLC | 0.01% | Add +813.0% | 99,110 | $11.9M |
| ArrowMark Colorado Holdings LLC | 0.49% | No change | 97,312 | $11.7M |
| AQR Capital Management | 0.00% | Reduce -14.5% | 97,672 | $11.6M |
| Chilton Capital Management LLC | 0.36% | Reduce -7.3% | 92,944 | $11.2M |
| Lasalle Investment Management Securities LLC | 0.40% | Add +76.3% | 93,665 | $11.2M |
| State of Wisconsin Investment Board | 0.02% | Add +19.2% | 93,611 | $11.2M |
| Corient Private Wealth LP | 0.02% | Reduce -2.6% | 92,544 | $11.1M |
| Swedbank AB | 0.01% | Reduce -34.7% | 92,529 | $11.1M |
| Tidal Investments LLC | 0.03% | Add +14.8% | 92,332 | $11.1M |
| Squarepoint Ops LLC | 0.02% | Add +33.2% | 92,172 | $11.1M |
| Third Avenue Management LLC | 1.75% | Reduce 0.0% | 91,454 | $11.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +63.6% | 91,114 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -50.6% | 86,689 | $10.9M |
| Van Eck Associates Corp. | 0.01% | Add +16.6% | 90,302 | $10.8M |
| Whittier Trust Co. of Nevada Inc. | 0.20% | Reduce -2.8% | 88,249 | $10.8M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 90,000 | $10.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -54.9% | 87,657 | $10.5M |
| CI Investments Inc. | 0.03% | Reduce -27.4% | 86,660 | $10.4M |
| Uniplan Investment Counsel, Inc. | 0.98% | Reduce -30.7% | 85,283 | $10.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -6.8% | 81,200 | $9.7M |
| Caprock Group, LLC | 0.18% | New | 80,161 | $9.6M |
| Aew Capital Management L P | 0.56% | Add +16.4% | 77,917 | $9.3M |
| Danske Bank A/S | 0.02% | Add +1.2% | 74,003 | $8.9M |
| APG Asset Management N.V. | 0.02% | Add +40.2% | 83,488 | $8.8M |
| Korea Investment CORP | 0.02% | Reduce -52.3% | 71,210 | $8.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.7% | 71,147 | $8.5M |
| DNB Asset Management AS | 0.02% | Reduce -4.3% | 70,865 | $8.5M |
| Allianz Asset Management GmbH | 0.01% | Reduce -45.6% | 67,437 | $8.1M |
| Los Angeles Capital Management LLC | 0.03% | Add +205.7% | 67,271 | $8.1M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -2.5% | 66,648 | $8.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Reduce -18.5% | 67,158 | $8.1M |
| American Century Companies Inc. | 0.00% | Reduce -80.7% | 62,835 | $7.5M |
| Gotham Asset Management | 0.02% | Add +30.1% | 62,649 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1476.4% | 62,709 | $7.5M |
| State of Alaska, Department of Revenue | 0.07% | Reduce -0.4% | 60,896 | $7.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.4% | 56,185 | $6.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -5.8% | 53,456 | $6.4M |
| Investment Management Corp of Ontario | 0.08% | Reduce -1.8% | 53,449 | $6.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -49.5% | 51,743 | $6.2M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -0.9% | 51,977 | $6.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +78.8% | 50,926 | $6.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.5% | 49,931 | $6.0M |
| Verition Fund Management LLC | 0.04% | Add +400.1% | 48,700 | $5.8M |
| Hazelview Securities Inc. | 0.81% | Add +602.4% | 47,198 | $5.8M |
| Osborne Partners Capital Management, LLC | 0.32% | Add +2.0% | 48,551 | $5.8M |
| TD Asset Management Inc | 0.01% | Reduce -0.2% | 48,347 | $5.8M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +689.6% | 48,116 | $5.8M |
| KLP Kapitalforvaltning As | 0.02% | No change | 47,500 | $5.7M |
| Royal London Asset Management Ltd. | 0.01% | Add +1.7% | 47,140 | $5.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.3% | 46,180 | $5.5M |
| Handelsbanken Fonder AB | 0.02% | Add +2.3% | 45,498 | $5.5M |
| XTX Topco Ltd | 0.07% | New | 45,483 | $5.5M |
| Storebrand Asset Management As | 0.01% | Reduce -0.6% | 45,124 | $5.4M |
| Kennedy Capital Management LLC | 0.10% | Reduce -0.0% | 44,925 | $5.4M |
| Sophron Capital Management L.P. | 1.65% | Add +204.6% | 44,380 | $5.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +0.1% | 43,259 | $5.2M |
| Davis Selected Advisers | 0.02% | Reduce -2.2% | 42,480 | $5.1M |
| National Bank of Canada | 0.00% | Add +1652.5% | 42,393 | $5.1M |
| IFM Investors Pty Ltd | 0.03% | Add +3.3% | 42,072 | $5.0M |
| SEB Asset Management AB | 0.02% | Reduce -13.9% | 38,830 | $4.7M |
| Masterton Capital Management, LP | 3.93% | New | 38,700 | $4.6M |
| Nykredit A/S | 0.02% | — | 37,733 | $4.5M |
| Lighthouse Investment Partners, LLC | 0.14% | Reduce -48.3% | 37,542 | $4.5M |
| SummitTX Capital, L.P. | 0.12% | Add +31.5% | 36,611 | $4.4M |
| Arizona State Retirement System | 0.02% | Add +5.1% | 35,331 | $4.2M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.9% | 34,869 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +20.7% | 34,513 | $4.1M |
| Mackenzie Financial Corp. | 0.00% | Add +286.3% | 34,223 | $4.1M |
| Easterly Investment Partners LLC | 0.21% | Add +16.6% | 34,032 | $4.1M |
| Ensign Peak Advisors, Inc | 0.01% | Add +12.6% | 33,618 | $4.0M |
| Illinois Municipal Retirement Fund | 0.05% | New | 33,572 | $4.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +370544.4% | 33,358 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -19.2% | 31,735 | $3.8M |
| KBC Group NV | 0.01% | Add +6.1% | 31,587 | $3.8M |
| Anchor Capital Advisors LLC | 0.10% | Reduce -1.6% | 30,934 | $3.7M |
| Metis Global Partners, LLC | 0.08% | Reduce -2.4% | 30,891 | $3.7M |
| Fideuram Asset Management (Ireland) dac | 0.07% | New | 29,378 | $3.6M |
| Baillie Gifford & Co. | 0.00% | Reduce -21.8% | 29,798 | $3.6M |
| Nomura Asset Management International Inc. | 0.01% | No change | 29,739 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +261.2% | 29,553 | $3.5M |
| Exchange Traded Concepts, LLC | 0.02% | Add +1442.3% | 28,950 | $3.5M |
| Point72 Asset Management | 0.01% | New | 28,607 | $3.4M |
| LPL Financial LLC | 0.00% | Add +2.2% | 28,426 | $3.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | New | 27,752 | $3.3M |
| DAVENPORT & Co LLC | 0.02% | Reduce -4.6% | 27,457 | $3.3M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -16.1% | 27,471 | $3.3M |
| Vestcor Inc | 0.08% | Reduce -34.2% | 26,176 | $3.1M |
| Freestone Grove Partners LP | 0.02% | Add +244.6% | 26,155 | $3.1M |
| Jupiter Topco LLC | 0.00% | — | 25,696 | $3.1M |
| National Pension Service | 0.00% | Add +164.0% | 25,236 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.3% | 25,046 | $3.0M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -2.8% | 24,691 | $3.0M |
| NEOS Investment Management LLC | 0.01% | Add +13.2% | 24,908 | $3.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +3.2% | 24,493 | $2.9M |
| Bank of Montreal | 0.00% | Add +1.1% | 24,230 | $2.9M |
| Inspire Investing, LLC | 0.12% | Add +16.9% | 24,159 | $2.9M |
| Anson Funds Management LP | 0.27% | New | 24,000 | $2.9M |
| Te Ahumairangi Investment Management Ltd | 0.46% | New | 23,990 | $2.9M |
| Agf Management Ltd. | 0.01% | Reduce -14.5% | 23,388 | $2.8M |
| Advisors Asset Management, Inc. | 0.04% | Add +2.4% | 22,601 | $2.7M |
| Allstate Corp. | 0.03% | Add +7.3% | 22,508 | $2.7M |
| Adams Asset Advisors, LLC | 0.31% | No change | 22,270 | $2.7M |
| Greenland Capital Management LP | 0.57% | No change | 22,000 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.4% | 21,427 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 21,192 | $2.5M |
| Zimmer Partners, LP | 0.06% | New | 20,500 | $2.5M |
| New Age Alpha Advisors, LLC | 0.10% | No change | 20,360 | $2.4M |
| First National Bank of Omaha | 0.06% | Reduce -8.5% | 19,212 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -2.3% | 18,532 | $2.2M |
| Utah Retirement Systems | 0.02% | Reduce -6.9% | 18,527 | $2.2M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 18,510 | $2.2M |
| Harvest Portfolios Group Inc. | 0.03% | Reduce -11.3% | 18,400 | $2.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +7.0% | 18,238 | $2.2M |
| Redwood Investment Management, LLC | 0.22% | New | 18,199 | $2.2M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -36.0% | 17,792 | $2.1M |
| Toronto Dominion Bank | 0.00% | Add +5.7% | 17,312 | $2.1M |
| Eurizon Capital SGR S.p.A. | 0.01% | Reduce -44.6% | 16,278 | $2.0M |
| Xponance LLC | 0.01% | Reduce -12.9% | 16,292 | $2.0M |
| Waratah Capital Advisors Ltd. | 0.15% | New | 16,279 | $2.0M |
| Paralel Advisors LLC | 0.07% | No change | 16,094 | $1.9M |
| Knights of Columbus Asset Advisors LLC | 0.10% | Reduce -19.5% | 15,900 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | New | 15,014 | $1.8M |
| Entropy Technologies, LP | 0.07% | Add +51.0% | 14,804 | $1.8M |
| Swiss Life Asset Management Ltd | 0.01% | Add +34.8% | 14,724 | $1.8M |
| Tacita Capital Inc | 0.95% | Add +4.1% | 14,532 | $1.7M |
| M&T Bank Corp | 0.01% | Add +0.2% | 14,412 | $1.7M |
| OP Asset Management Ltd | 0.02% | Add +10.9% | 14,205 | $1.7M |
| First National Advisers, LLC | 0.24% | Reduce -5.0% | 14,045 | $1.7M |
| Cannon Global Investment Management, LLC | 4.92% | Add +14.3% | 13,600 | $1.6M |
| Readystate Asset Management LP | 0.11% | New | 13,379 | $1.6M |
| Integrated Investment Consultants, LLC | 0.31% | No change | 13,124 | $1.6M |
| Nordea Investment Management AB | 0.00% | Add +0.3% | 13,033 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +29.8% | 12,342 | $1.5M |
| GAMCO Investors | 0.01% | No change | 12,065 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +54.4% | 12,042 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +12.9% | 12,002 | $1.4M |
| Catalyst Funds Management Pty Ltd | 0.08% | Add +214.3% | 11,943 | $1.4M |
| Cascade Investment Advisors, Inc. | 0.77% | Add +9.6% | 11,728 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -51.1% | 11,530 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -34.0% | 11,411 | $1.4M |
| Meeder Asset Management Inc. | 0.07% | Reduce -88.3% | 11,386 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -10.3% | 11,295 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +22.8% | 11,246 | $1.3M |
| Caisse de depot et placement du Quebec | 0.00% | Add +220.0% | 11,075 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +33.2% | 11,072 | $1.3M |
| Naviter Wealth, LLC | 0.12% | Add +25.7% | 10,858 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +31.8% | 10,902 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.0% | 10,774 | $1.3M |
| Schroder Investment Management Group | 0.00% | Reduce -94.4% | 10,675 | $1.3M |
| Creative Planning | 0.00% | Reduce -22.4% | 10,618 | $1.3M |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -6.4% | 10,608 | $1.3M |
| Azzad Asset Management Inc. | 0.11% | Add +5.3% | 10,344 | $1.2M |
| Union Bancaire Privee, UBP SA | 0.01% | Add +152.3% | 14,000 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 9,944 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +4937.6% | 9,773 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +0.8% | 9,703 | $1.2M |
| Northwest & Ethical Investments L.P. | 0.03% | Reduce -44.2% | 9,545 | $1.1M |
| Crawford Investment Counsel Inc. | 0.02% | Add +13.7% | 9,449 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -0.4% | 9,435 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +8.0% | 9,311 | $1.1M |
| Spirit of America Management Corp. | 0.20% | No change | 8,950 | $1.1M |
| iA Global Asset Management Inc. | 0.01% | Add +100.7% | 8,896 | $1.1M |
| Burns Matteson Capital Management, LLC | 0.34% | Reduce -4.6% | 8,829 | $1.1M |
| WBH Advisory Inc. | 0.07% | Reduce -4.9% | 8,664 | $1.0M |
| Saudi Central Bank | 0.01% | Add +89.0% | 8,626 | $1.0M |
| Clarkston Capital Partners, LLC | 0.09% | New | 8,600 | $1.0M |
| Vanderbilt University | 0.14% | New | 8,598 | $1.0M |
| Portside Wealth Group, LLC | 0.12% | New | 8,539 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.3% | 8,316 | $997K |
| Aster Capital Management (DIFC) Ltd | 0.21% | Add +3202.4% | 8,289 | $994K |
| Norden Group LLC | 0.08% | New | 7,947 | $953K |
| Brevan Howard Capital Management LP | 0.01% | Add +184.2% | 7,751 | $929K |
| Kentucky Retirement Systems | 0.02% | New | 7,731 | $927K |
| Capital Square, LLC | 0.41% | Reduce -7.8% | 7,762 | $923K |
| Tudor Investment Corporation | 0.00% | New | 7,696 | $923K |
| Candriam S.C.A. | 0.00% | Add +1.2% | 7,668 | $919K |
| Ossiam | 0.01% | New | 7,634 | $915K |
| Ostrum Asset Management | 0.04% | Add +20.2% | 7,326 | $878K |
| NewEdge Advisors, LLC | 0.00% | Add +377.5% | 7,263 | $871K |
| Alps Advisors Inc. | 0.00% | New | 7,208 | $864K |
| Amalgamated Bank | 0.01% | Add +6.1% | 7,105 | $852K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -28.8% | 7,086 | $850K |
| Abn Amro Investment Solutions | 0.01% | Add +75.5% | 7,049 | $845K |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | Reduce -44.0% | 7,000 | $839K |
| Ethic Inc. | 0.01% | Reduce -23.9% | 6,982 | $837K |
| Federated Hermes, Inc. | 0.00% | Reduce -28.8% | 6,940 | $832K |
| Bank of Nova Scotia | 0.00% | Reduce -19.1% | 6,908 | $828K |
| Avanza Fonder AB | 0.02% | Add +11.1% | 6,904 | $828K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +5.9% | 6,685 | $802K |
| GeoWealth Management, LLC | 0.03% | Add +21.5% | 6,663 | $799K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +12.5% | 6,617 | $793K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.9% | 6,333 | $759K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.7% | 6,210 | $745K |
| Credit Agricole S A | 0.00% | Add +143.2% | 6,154 | $738K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,141 | $736K |
| MML Investors Services, LLC | 0.00% | Add +41.8% | 6,038 | $724K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -3.8% | 6,020 | $722K |
| NewEdge Wealth, LLC | 0.01% | Reduce -3.7% | 6,014 | $721K |
| American National Bank & Trust | 0.06% | No change | 6,000 | $719K |
| Blair William & Co. | 0.00% | Reduce -1.6% | 5,986 | $718K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -8.1% | 5,930 | $711K |
| CIBC Asset Management Inc | 0.00% | Reduce -10.6% | 5,843 | $701K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -2.5% | 5,661 | $679K |
| HighTower Advisors, LLC | 0.00% | Add +127.0% | 5,651 | $678K |
| Park Avenue Securities LLC | 0.00% | Add +11.8% | 5,616 | $673K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 5,453 | $654K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -20.0% | 5,397 | $647K |
| Arax Advisory Partners | 0.00% | Add +231.7% | 5,363 | $643K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.0% | 5,306 | $636K |
| MetLife Investment Management, LLC | 0.00% | Reduce -17.3% | 5,255 | $630K |
| DoubleLine ETF Adviser LP | 0.25% | Reduce -14.5% | 5,143 | $617K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -67.0% | 5,138 | $616K |
| Fifth Third Bancorp | 0.00% | Reduce -0.7% | 5,110 | $613K |
| Norinchukin Bank, The | 0.01% | Reduce -2.7% | 5,105 | $612K |
| Commerzbank Aktiengesellschaft | 0.01% | Reduce -31.4% | 4,970 | $596K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 4,892 | $587K |
| Oak Thistle LLC | 0.06% | New | 4,883 | $586K |
| Balboa Wealth Partners | 0.08% | No change | 4,657 | $558K |
| One Capital Management, LLC | 0.02% | No change | 4,416 | $556K |
| Wealthfront Advisers LLC | 0.00% | Reduce -61.6% | 4,633 | $556K |
| Argonautica Private Wealth Management, Inc. | 0.13% | Add +3.0% | 4,590 | $550K |
| SkyOak Wealth, LLC | 0.09% | No change | 4,589 | $550K |
| Cresset Asset Management, LLC | 0.00% | New | 4,480 | $542K |
| Nomura Holdings Inc. | 0.00% | New | 4,443 | $533K |
| D.A. Davidson & Co. | 0.00% | Add +31.3% | 4,425 | $531K |
| Aurora Investment Managers, LLC. | 0.32% | Reduce -84.4% | 4,338 | $520K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 4,277 | $513K |
| Empowered Funds, LLC | 0.00% | Add +23.0% | 4,252 | $510K |
| TD Private Client Wealth LLC | 0.01% | Add +35150.0% | 4,230 | $507K |
| D. E. Shaw & Co. | 0.00% | New | 4,215 | $505K |
| 44 Wealth Management LLC | 0.17% | New | 4,213 | $505K |
| Daniel Investment Group, Inc. | 0.30% | — | 4,196 | $503K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 4,155 | $496K |
| Journey Retirement Planning & Investment Management LLC | 0.38% | New | 4,073 | $488K |
| US Bancorp \de | 0.00% | Reduce -3.1% | 4,041 | $485K |
| Penserra Capital Management LLC | 0.00% | Reduce -18.6% | 3,942 | $472K |
| Summit Wealth Group, LLC | 0.10% | No change | 3,887 | $466K |
| Boothbay Fund Management, LLC | 0.01% | New | 3,786 | $454K |
| Prudential PLC | 0.00% | No change | 3,769 | $452K |
| Townsquare Capital LLC | 0.08% | New | 3,767 | $452K |
| Sterling Capital Management LLC | 0.01% | Add +4.8% | 3,672 | $440K |
| Inceptionr LLC | 0.11% | New | 3,667 | $440K |
| North Dakota State Investment Board | 0.02% | Add +1.7% | 3,642 | $437K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | No change | 3,620 | $434K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -10.0% | 3,540 | $425K |
| QRG Capital Management, Inc. | 0.00% | Add +10.5% | 3,490 | $418K |
| Martingale Asset Management L P | 0.01% | Reduce -67.8% | 3,481 | $417K |
| Canal Capital Management, LLC | 0.05% | Add +0.8% | 3,429 | $411K |
| Choreo, LLC | 0.00% | Reduce -39.0% | 3,398 | $408K |
| DRW Securities, LLC | 0.02% | Reduce -49.3% | 3,353 | $402K |
| MQS Management LLC | 0.49% | Add +30.3% | 3,334 | $400K |
| Braeburn Wealth Management LLC | 0.17% | Reduce -2.9% | 3,326 | $399K |
| Captrust Financial Advisors | 0.00% | Reduce -17.6% | 3,306 | $396K |
| EntryPoint Capital, LLC | 0.09% | New | 3,216 | $386K |
| Wahed Invest LLC | 0.04% | Add +3.5% | 3,216 | $386K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -3.5% | 3,208 | $385K |
| Vident Advisory, LLC | 0.00% | Reduce -17.3% | 3,201 | $384K |
| Gsa Capital Partners LLP | 0.02% | New | 3,151 | $378K |
| Commerce Bank | 0.00% | Reduce -2.1% | 3,149 | $378K |
| South Shore Capital Advisors | 0.25% | Reduce -7.4% | 3,109 | $373K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,042 | $365K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -31.3% | 3,020 | $362K |
| Advisory Alpha, LLC | 0.01% | No change | 3,000 | $360K |
| Banco Santander, S.A. | 0.00% | Reduce -28.6% | 2,911 | $349K |
| Ofi Invest Asset Management | 0.00% | Add +3.5% | 3,328 | $349K |
| Brasada Capital Management, LP | 0.06% | Reduce -0.7% | 2,850 | $342K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,841 | $341K |
| IFP Advisors, Inc | 0.01% | Reduce -0.8% | 2,621 | $314K |
| Discipline Wealth Solutions, LLC | 0.03% | Reduce -9.0% | 2,618 | $314K |
| Frec Markets, Inc. | 0.03% | Reduce -17.1% | 2,534 | $304K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -20.0% | 2,531 | $303K |
| Lantern Wealth Advisors, LLC | 0.14% | Reduce -10.7% | 2,500 | $300K |
| Evolve Private Wealth, LLC | 0.02% | New | 2,419 | $293K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 2,438 | $292K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,424 | $291K |
| Massachusetts Financial Services Co. | 0.00% | Add +1.5% | 2,394 | $287K |
| Safe Harbor Family Capital, LLC | 0.19% | Reduce -1.1% | 2,358 | $283K |
| Gross & Hartman Investments LLC | 0.12% | Reduce -1.1% | 2,358 | $283K |
| Man Group plc | 0.00% | New | 2,326 | $279K |
| Westwood Holdings Group Inc. | 0.00% | New | 2,299 | $276K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.7% | 2,268 | $272K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -49.4% | 2,250 | $270K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,220 | $266K |
| FIL Ltd | 0.00% | Reduce -68.6% | 2,195 | $263K |
| Diversify Advisory Services, LLC | 0.00% | New | 2,157 | $262K |
| Diversify Wealth Management, LLC | 0.00% | New | 2,157 | $262K |
| CoreCap Advisors, LLC | 0.01% | No change | 2,153 | $258K |
| AlphaCore Capital LLC | 0.00% | New | 2,110 | $253K |
| World Investment Advisors | 0.00% | Add +2.0% | 1,950 | $245K |
| Americana Partners, LLC | 0.01% | New | 2,020 | $242K |
| Childress Capital Advisors, LLC | 0.04% | New | 2,005 | $240K |
| Group One Trading LLC | 0.01% | New | 1,968 | $236K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 1,900 | $228K |
| Highland Investment Advisors LLC | 0.10% | — | 1,859 | $223K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +2.6% | 1,821 | $218K |
| TCW Group Inc. | 0.00% | Reduce -1.8% | 1,793 | $215K |
| Siemens Fonds Invest GmbH | 0.01% | Add +2.0% | 1,786 | $214K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -59.0% | 1,784 | $214K |
| Purpose Unlimited Inc. | 0.01% | Reduce -3.0% | 1,782 | $214K |
| Cetera Trust Company, N.A | 0.11% | No change | 1,775 | $213K |
| &partners | 0.00% | Add +9.6% | 1,762 | $211K |
| Alliance Wealth Advisors, LLC | 0.04% | New | 1,750 | $210K |
| Nixon Peabody Trust Co. | 0.01% | No change | 1,750 | $210K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.0% | 1,728 | $209K |
| RB Capital Management, LLC | 0.04% | Reduce -2.6% | 1,676 | $201K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -12.8% | 1,651 | $198K |
| Versant Capital Management, Inc | 0.01% | Add +0.3% | 1,308 | $157K |
| Simplex Trading, LLC | 0.00% | Add +1222.7% | 1,283 | $154K |
| Oslo Pensjonsforsikring AS | 0.02% | Add +192.8% | 1,142 | $137K |
| Signaturefd, LLC | 0.00% | Reduce -3.2% | 1,133 | $136K |
| Global Retirement Partners, LLC | 0.00% | — | 1,119 | $134K |
| Mather Group, Llc. | 0.00% | Reduce -6.6% | 1,091 | $131K |
| Bfsg, LLC | 0.01% | No change | 1,075 | $129K |
| Farther Finance Advisors, LLC | 0.00% | Add +156.6% | 947 | $114K |
| Employees Retirement System of Texas | 0.00% | New | 917 | $110K |
| GAMMA Investing LLC | 0.00% | Reduce -23.1% | 916 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.3% | 875 | $105K |
| Huntington National Bank | 0.00% | Reduce -1.4% | 860 | $103K |
| Parallel Advisors, LLC | 0.00% | Reduce -59.8% | 816 | $98K |
| Itau Unibanco Holding S.A. | 0.00% | Add +5.8% | 789 | $95K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -23.0% | 756 | $91K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.5% | 694 | $83K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.6% | 670 | $80K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 566 | $68K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 509 | $61K |
| Avalon Trust Co | 0.00% | No change | 507 | $61K |
| IFG Advisory, LLC | 0.00% | New | 493 | $59K |
| Prosperity Bancshares Inc | 0.04% | Add +24.3% | 486 | $58K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 470 | $56K |
| Wiser Advisor Group LLC | 0.05% | Add +0.8% | 363 | $44K |
| Smartleaf Asset Management LLC | 0.00% | No change | 338 | $41K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -20.4% | 281 | $34K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 261 | $32K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +70.5% | 249 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | New | 243 | $29K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.4% | 223 | $27K |
| Wellington-Altus USA Inc. | 0.02% | No change | 210 | $26K |
| Fulcrum Asset Management LLP | 0.00% | No change | 211 | $26K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 213 | $26K |
| Key Financial Inc | 0.00% | No change | 195 | $23K |
| Larson Financial Group LLC | 0.00% | Reduce -35.3% | 189 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -7.8% | 177 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Add +89.1% | 174 | $21K |
| Trust Co. of Toledo NA | 0.00% | New | 170 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -7.1% | 170 | $20K |
| Blueline Advisors LLC | 0.01% | No change | 169 | $20K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -25.8% | 170 | $20K |
| Zions Bancorporation, National Association | 0.00% | Reduce -0.6% | 159 | $19K |
| Quarry LP | 0.00% | Reduce -82.7% | 157 | $19K |
| Natixis | 0.00% | Reduce -99.7% | 151 | $18K |
| Capital Analysts, LLC | 0.00% | Reduce -34.1% | 151 | $18K |
| Raiffeisen Bank International AG | 0.00% | Add +19.0% | 144 | $17K |
| Clearstead Advisors, LLC | 0.00% | New | 142 | $17K |
| Clearstead Trust, LLC | 0.00% | Add +475.0% | 138 | $17K |
| Arlington Trust Co LLC | 0.00% | No change | 137 | $16K |
| EFG International AG | 0.00% | New | 136 | $16K |
| Allworth Financial LP | 0.00% | Reduce -54.8% | 131 | $16K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 110 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -17.1% | 102 | $12K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 100 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -31.5% | 98 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -14.8% | 92 | $11K |
| Quent Capital, LLC | 0.00% | Reduce -18.0% | 91 | $11K |
| Havemeyer Place LP | 0.00% | Reduce -97.9% | 80 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 79 | $9K |
| Valued Wealth Advisors LLC | 0.00% | No change | 77 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 80 | $9K |
| Trust Co. of Vermont | 0.00% | — | 73 | $9K |
| Continuum Advisory, LLC | 0.00% | New | 62 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 57 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -18.8% | 56 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 55 | $7K |
| True Wealth Design, LLC | 0.00% | Reduce -39.8% | 53 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 51 | $6K |
| Kemnay Advisory Services Inc. | 0.00% | Add +4.1% | 51 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | Reduce -40.0% | 45 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 44 | $5K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 42 | $5K |
| Covestor Ltd | 0.00% | No change | 42 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1200.0% | 39 | $5K |
| North Star Investment Management Corp. | 0.00% | Reduce -36.7% | 38 | $5K |
| CVA Family Office, LLC | 0.00% | Reduce -17.8% | 37 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 36 | $4K |
| CX Institutional | 0.00% | Reduce -78.1% | 30 | $4K |
| Hughes Financial Services, LLC | 0.00% | Add +153.8% | 33 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +55.0% | 31 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 27 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 26 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +19.1% | 25 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 24 | $3K |
| Dogwood Wealth Management LLC | 0.00% | Add +83.3% | 22 | $3K |
| Investors Research Corp | 0.00% | No change | 22 | $3K |
| International Assets Investment Management, LLC | 0.00% | Reduce -4.8% | 20 | $2K |
| Sachetta, LLC | 0.00% | Add +25.0% | 20 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 20 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 19 | $2K |
| Essential Partners LLC | 0.00% | Reduce -81.8% | 16 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 16 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 15 | $2K |
| Key Capital Management, INC | 0.00% | No change | 15 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -21.1% | 15 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -14.3% | 12 | $1K |
| Asset Dedication, LLC | 0.00% | New | 12 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -16.7% | 10 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +12.5% | 9 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $1K |
| Signature Equity Partners, LLC | 0.00% | New | 8 | $959 |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -61.1% | 7 | $840 |
| Principia Wealth Advisory, LLC | 0.00% | Add +20.0% | 6 | $719 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $719 |
| Rothschild Investment LLC | 0.00% | Reduce -97.8% | 6 | $719 |
| Ancora Advisors LLC | 0.00% | Reduce -97.6% | 6 | $719 |
| Planning Strategies Inc. | 0.00% | — | 5 | $600 |
| Manchester Capital Management LLC | 0.00% | Reduce -28.6% | 5 | $600 |
| First Horizon Corp. | 0.00% | No change | 5 | $600 |
| Leonteq Securities AG | 0.00% | No change | 5 | $600 |
| Silicon Valley Capital Partners | 0.00% | No change | 4 | $484 |
| Cornerstone Financial Management LLC | 0.00% | No change | 4 | $480 |
| American Capital Advisory, LLC | 0.00% | New | 4 | $480 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -88.9% | 4 | $480 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $480 |
| Bare Financial Services, Inc | 0.00% | New | 4 | $480 |
| Rialto Wealth Management, LLC | 0.00% | No change | 4 | $480 |
| Alerus Financial NA | 0.00% | New | 4 | $480 |
| Ares Financial Consulting, LLC | 0.00% | No change | 3 | $402 |
| MV Capital Management, Inc. | 0.00% | Reduce -40.0% | 3 | $360 |
| Center for Financial Planning, Inc. | 0.00% | New | 3 | $360 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $240 |
| SHP Wealth Management | 0.00% | New | 2 | $210 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $120 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $120 |
| NFSG Corp | 0.00% | New | 1 | $120 |
| Activest Wealth Management | 0.00% | New | 1 | $120 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1 | $120 |
| Pacer Advisors, Inc. | 0.00% | No change | 3 | $0 |
| Avion Wealth | 0.00% | New | 8 | $0 |
"% of holder's portfolio" is SUI's weight in each manager's 13F, not the share of Sun Communities Inc. the manager owns.