Vivmark ResidentialVMRK

13F holders, Q1 2024 (March 31)
621holders
10famous investors
$63.10avg. 13F price*

At the end of Q1 2024, 621 institutions reported holding Vivmark Residential (VMRK) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock Inc. ($2.5B) and Norges Bank ($2.2B). 10 famous investors held it, including Daniel Sundheim (6.6% of D1 Capital Partners's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Vivmark Residential
Filed as
EQUITY RESIDENTIAL (Q1 2024)
Sector
Real Estate
CUSIP
29476L107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 621Q1 2024Q2 2024: 653Q2 2024Q3 2024: 679Q3 2024Q4 2024: 683Q4 2024Q1 2025: 703Q1 2025Q2 2025: 708Q2 2025Q3 2025: 689Q3 2025Q4 2025: 691Q4 2025Q1 2026: 707Q1 2026Q2 2026: 717Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions67$110.7M
Exits74$142.6M

Ownership 621 holders

Vanguard Group Inc. 0.07% Add +0.1% 56,992,472 $3.6B
BlackRock Inc. 0.06% Reduce -3.4% 40,123,856 $2.5B
Norges Bank 0.35% Add +0.0% 35,053,620 $2.2B
State Street Corp. 0.07% Reduce -5.9% 23,693,293 $1.5B
T. Rowe Price Associates Inc. 0.16% Add +1.9% 20,267,675 $1.3B
APG Asset Management US Inc. 4.13% No change 11,598,251 $712.7M
JPMorgan Chase & Co. 0.05% Add +2.0% 9,449,014 $596.3M
First Eagle Investment Management, LLC 1.34% Add +0.1% 9,338,926 $589.4M
Geode Capital Management, LLC 0.05% Add +3.0% 8,638,696 $543.8M
Resolution Capital Ltd 8.56% Add +91.5% 7,585,854 $478.7M
D1 Capital Partners 6.65% Add +56.1% 6,928,682 $437.3M
Macquarie Group Ltd. 0.41% Reduce -3.1% 5,772,236 $364.3M
Invesco Ltd. 0.08% Add +53.3% 5,720,057 $361.0M
Legal & General Group Plc 0.10% Reduce -0.9% 5,599,806 $353.4M
Dimensional Fund Advisors LP 0.09% Add +0.3% 5,226,943 $329.9M
Canada Pension Plan Investment Board 0.33% Add +0.7% 4,941,360 $311.8M
Centersquare Investment Management LLC 3.43% Reduce -16.7% 4,605,269 $296.6M
FMR LLC 0.02% Add +2.4% 4,414,322 $278.6M
Northern Trust Corp. 0.05% Reduce -2.0% 4,190,866 $264.5M
Charles Schwab Investment Management Inc. 0.06% Add +1.6% 3,898,502 $246.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -1.1% 3,729,534 $235.4M
Prudential Financial Inc. 0.29% Add +63.3% 3,274,439 $206.6M
Morgan Stanley 0.02% Reduce -20.2% 3,172,823 $200.2M
Boston Partners 0.20% Add +4.3% 2,715,151 $171.4M
Nuveen Asset Management, LLC 0.05% Reduce -5.3% 2,681,393 $169.6M
Bank of New York Mellon Corp 0.03% Reduce -4.2% 2,473,814 $156.1M
American Century Companies Inc. 0.07% Add +423.2% 1,806,961 $114.0M
Bank of America Corp. 0.01% Add +26.8% 1,655,733 $104.5M
HSBC Holdings PLC 0.07% Add +9.5% 1,560,273 $98.5M
Panagora Asset Management Inc. 0.49% Add +37.4% 1,491,479 $94.1M
UBS Group AG 0.03% Add +64.1% 1,455,411 $91.9M
Adelante Capital Management LLC 5.29% Add +2.3% 1,273,810 $80.4M
Principal Financial Group Inc. 0.05% Reduce -55.2% 1,228,572 $77.5M
Chai Trust Co. LLC 8.28% Reduce -5.0% 1,210,706 $76.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -1.6% 1,201,321 $75.8M
Millennium Management 0.07% Reduce -35.0% 1,179,434 $74.4M
Alliancebernstein L.P. 0.03% Reduce -6.2% 1,140,920 $72.0M
Pictet Asset Management Holding SA 0.08% Add +109.0% 1,126,683 $71.1M
Schroder Investment Management Group 0.08% Add +40.8% 1,109,283 $70.0M
Swiss National Bank 0.05% Reduce -4.1% 1,080,250 $68.2M
Sei Investments Co. 0.10% Add +77.5% 1,061,862 $67.0M
Amundi 0.03% Add +97.7% 1,079,299 $65.8M
Deutsche Bank AG 0.03% Add +55.9% 1,020,260 $64.4M
Davis Asset Management, L.P. 2.77% No change 1,000,000 $63.1M
Goldman Sachs Group Inc. 0.01% Reduce -29.9% 976,096 $61.6M
California Public Employees Retirement System 0.04% Reduce -2.3% 928,239 $58.6M
Waterfront Capital Partners, LLC 5.17% Add +164.5% 878,219 $55.4M
KBC Group NV 0.16% Add +182.4% 793,064 $50.1M
CANADA LIFE ASSURANCE Co 0.10% Add +2.3% 751,204 $47.4M
Brookfield Corp 0.27% Reduce -18.9% 730,879 $46.1M
Asset Management One Co., Ltd. 0.18% Reduce -1.9% 728,698 $46.0M
Rhumbline Advisers 0.04% Add +0.1% 724,333 $45.7M
Barclays PLC 0.02% Reduce -11.3% 715,284 $45.1M
State of Tennessee, Department of Treasury 0.16% Add +8.0% 689,155 $43.5M
Qube Research & Technologies Ltd 0.08% Reduce -66.4% 664,619 $41.9M
Public Employees Retirement System of Ohio 0.16% Reduce -2.5% 661,041 $41.7M
Credit Suisse AG/ 0.04% Add +0.5% 628,194 $39.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +13.2% 624,866 $39.4M
Adage Capital Partners Gp, L.L.C. 0.07% Add +11.4% 585,759 $37.0M
Baron Capital (BAMCO) 0.10% Add +3.3% 582,918 $36.8M
BNP Paribas Financial Markets 0.04% Add +36.6% 569,829 $36.0M
California State Teachers Retirement System 0.04% Reduce -0.2% 559,263 $35.3M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.0% 551,892 $34.8M
National Pension Service 0.04% Add +5.8% 524,851 $33.1M
Renaissance Technologies 0.05% Reduce -21.8% 510,100 $32.2M
Ameriprise Financial Inc. 0.01% Add +34.1% 505,821 $31.9M
Nomura Asset Management Co. Ltd. 0.12% Add +3.2% 501,444 $31.6M
Maplelane Capital, LLC 2.07% New 485,000 $30.6M
Citigroup Inc. 0.03% Add +44.0% 480,706 $30.3M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -10.3% 474,454 $29.5M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Reduce -59.7% 458,048 $28.9M
D. E. Shaw & Co. 0.04% Add +45.1% 446,374 $28.2M
SG Americas Securities, LLC 0.15% Add +793.8% 444,791 $28.1M
Voya Investment Management LLC 0.03% Add +4.4% 435,928 $27.5M
State Board of Administration of Florida Retirement System 0.06% Add +4.2% 448,444 $26.9M
STRS Ohio 0.11% Add +3.9% 422,820 $26.7M
Bank of Montreal 0.01% Reduce -42.6% 403,871 $25.6M
Russell Investments Group, Ltd. 0.04% Add +50.5% 404,302 $25.5M
Allianz Asset Management GmbH 0.04% Add +42.3% 380,060 $24.0M
Voloridge Investment Management, LLC 0.08% Reduce -39.4% 345,090 $21.8M
Aew Capital Management L P 1.04% Reduce -13.8% 337,241 $21.3M
New York State Teachers Retirement System 0.04% Reduce -5.0% 330,340 $20.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -3.7% 324,313 $20.5M
Nekton Capital Ltd. 4.59% New 311,892 $19.7M
Hazelview Securities Inc. 3.62% Reduce -8.2% 311,933 $19.2M
Seven Post Investment Office LP 4.67% Add +1.1% 303,239 $19.1M
Royal Bank of Canada 0.00% Reduce -10.0% 300,007 $18.9M
Point72 Asset Management 0.06% Add +1021.4% 295,810 $18.7M
Retirement Systems of Alabama 0.07% Add +0.0% 283,234 $17.9M
New York State Common Retirement Fund 0.02% Reduce -7.8% 266,261 $16.8M
Investure, LLC 2.92% No change 263,800 $16.6M
Caisse de depot et placement du Quebec 0.04% Add +222.1% 257,377 $16.2M
Wells Fargo & Company 0.00% Reduce -7.0% 251,218 $15.9M
State of Alaska, Department of Revenue 0.18% Reduce -3.9% 250,021 $15.8M
Daiwa Securities Group Inc. 0.09% Add +74.6% 245,812 $15.5M
State of Wisconsin Investment Board 0.04% Reduce -10.1% 244,387 $15.4M
Guggenheim Capital LLC 0.11% Add +8.4% 238,900 $15.1M
Aberdeen Group plc 0.03% Reduce -3.0% 237,943 $15.0M
Employees Retirement System of Texas 0.16% Add +8.2% 237,020 $15.0M
Andra AP-fonden 0.26% Add +111.0% 231,100 $14.6M
Korea Investment CORP 0.04% Reduce -14.1% 221,182 $14.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +1.7% 212,734 $13.4M
Nisa Investment Advisors, LLC 0.09% Reduce -33.3% 207,753 $13.3M
FIL Ltd 0.01% Reduce -3.7% 206,824 $13.1M
Danske Bank A/S 0.04% — 206,395 $13.0M
Toronto Dominion Bank 0.02% Reduce -12.7% 203,698 $12.9M
Natixis 0.07% Add +49.8% 197,614 $12.5M
Storebrand Asset Management As 0.04% Add +5.5% 196,808 $12.4M
Varma Mutual Pension Insurance Co 0.11% Add +401.0% 194,900 $12.3M
Resona Asset Management Co.,Ltd. 0.07% — 194,256 $12.3M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.0% 191,922 $12.1M
Envestnet Asset Management Inc. 0.00% Reduce -1.0% 186,126 $11.7M
State of New Jersey Common Pension Fund D 0.04% No change 185,077 $11.7M
Raymond James & Associates 0.01% Add +24.6% 184,565 $11.6M
Handelsbanken Fonder AB 0.05% Add +1.0% 182,607 $11.5M
Masterton Capital Management, LP 8.67% Reduce -29.2% 175,188 $11.1M
Treasurer of the State of North Carolina 0.05% Add +0.6% 171,271 $10.8M
Royal London Asset Management Ltd. 0.03% Reduce -2.3% 161,820 $10.2M
Van Eck Associates Corp. 0.01% Add +3.8% 152,212 $9.6M
Vert Asset Management LLC 3.98% Add +8.2% 149,842 $9.5M
DekaBank Deutsche Girozentrale 0.02% Add +0.5% 150,186 $9.3M
First Trust Advisors LP 0.01% Add +3.0% 146,687 $9.3M
Cibc World Markets Corp. 0.06% Reduce -10.5% 142,993 $9.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -1.1% 141,873 $9.0M
Lighthouse Investment Partners, LLC 0.52% Reduce -29.1% 140,000 $8.8M
Davis Selected Advisers 0.05% Reduce -3.6% 139,705 $8.8M
NFJ Investment Group, LLC 0.24% Reduce -5.8% 138,883 $8.8M
King Street Capital Management, L.P. 18.23% New 135,000 $8.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.27% Add +25.3% 134,851 $8.5M
Teacher Retirement System of Texas 0.05% Add +103.4% 132,954 $8.4M
Coronation Fund Managers Ltd. 0.22% New 130,712 $8.2M
Soroban Capital Partners LP 0.12% Reduce -82.1% 128,334 $8.1M
UniSuper Management Pty Ltd 0.08% Add +14.6% 126,006 $8.0M
Marshall Wace, LLP 0.01% Add +3302.6% 125,896 $7.9M
Chilton Capital Management LLC 0.38% Reduce -10.2% 124,695 $7.9M
Illinois Municipal Retirement Fund 0.11% Add +72.2% 116,790 $7.4M
TD Asset Management Inc 0.01% Reduce -0.5% 116,610 $7.4M
Cibc World Market Inc. 0.02% Add +717.4% 113,575 $7.2M
Victory Capital Management Inc. 0.01% Reduce -19.9% 112,770 $7.1M
Tidal Investments LLC 0.12% Add +16.8% 111,779 $7.1M
Franklin Resources Inc. 0.00% Add +104.3% 111,753 $7.1M
Thrivent Financial for Lutherans 0.01% Reduce -45.7% 111,383 $7.0M
Susquehanna Fundamental Investments, LLC 0.33% New 110,900 $7.0M
New York Life Investment Management LLC 0.07% Reduce -2.5% 106,548 $6.7M
Quinn Opportunity Partners LLC 0.76% Add +3.9% 105,998 $6.7M
USS Investment Management Ltd 0.05% Add +9.4% 105,332 $6.6M
Arizona State Retirement System 0.05% Add +2.2% 103,520 $6.5M
CI Investments Inc. 0.03% Reduce -20.9% 100,595 $6.3M
American Assets Investment Management, LLC 0.60% No change 100,000 $6.3M
State of Michigan Retirement System 0.03% Reduce -0.1% 99,625 $6.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +8.0% 105,753 $6.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +2.9% 98,986 $6.2M
Allstate Corp. 0.44% Reduce -11.0% 98,591 $6.2M
Heitman Real Estate Securities LLC 0.35% Reduce -49.9% 96,106 $6.1M
Lasalle Investment Management Securities LLC 0.25% Reduce -0.1% 95,977 $6.1M
LGT Capital Partners LTD. 0.19% Reduce -1.8% 94,900 $6.0M
Greenland Capital Management LP 0.99% New 94,290 $6.0M
American International Group, Inc. 0.02% Reduce -0.4% 90,495 $5.7M
AXA S.A. 0.02% Add +15.1% 90,257 $5.7M
Corient Private Wealth LP 0.01% Reduce -5.0% 89,148 $5.6M
GSI Capital Advisors LLC 3.30% Add +3.3% 89,024 $5.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -2.3% 88,766 $5.6M
Manning & Napier Group, LLC 0.07% New 88,021 $5.6M
Nissay Asset Management Corp. /Japan 0.04% Add +2.3% 84,280 $5.3M
Janus Henderson Group PLC 0.00% Reduce -39.4% 84,268 $5.3M
MetLife Investment Management, LLC 0.03% Reduce -3.6% 81,356 $5.1M
National Bank of Canada 0.01% Reduce -5.4% 76,350 $5.1M
Sarasin & Partners LLP 0.05% Add +5.0% 80,079 $5.1M
ProShare Advisors LLC 0.01% Reduce -0.7% 79,910 $5.0M
Alberta Investment Management Corp 0.05% No change 78,260 $4.9M
QRG Capital Management, Inc. 0.06% Add +200.9% 77,019 $4.9M
Forsta Ap-Fonden 0.04% Add +6.5% 74,900 $4.7M
Susquehanna International Group, LLP 0.01% Reduce -43.1% 73,763 $4.7M
Neuberger Berman Group LLC 0.00% Reduce -87.7% 73,035 $4.6M
Amalgamated Bank 0.04% Reduce -16.6% 73,021 $4.6M
Vident Advisory, LLC 0.10% Add +12.6% 72,628 $4.6M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 72,535 $4.6M
Texas Yale Capital Corp. 0.20% Add +0.0% 72,229 $4.6M
HGI Capital Management, LLC 4.89% Add +25.1% 71,927 $4.5M
Texas Permanent School Fund Corp. 0.04% Add +0.0% 71,347 $4.5M
CBRE Investment Management Listed Real Assets LLC 0.08% No change 70,412 $4.4M
TCW Group Inc. 0.04% Reduce -0.8% 69,955 $4.4M
IFM Investors Pty Ltd 0.05% No change 67,700 $4.3M
Pensionfund PDN 2.28% Add +11.6% 67,556 $4.3M
Riverview Capital Advisers, LLC 1.45% Add +0.6% 66,838 $4.2M
Mercer Global Advisors Inc. 0.01% Add +258.0% 66,759 $4.2M
Utah Retirement Systems 0.05% Reduce -0.1% 64,468 $4.1M
Cohen & Steers, Inc. 0.01% No change 63,790 $4.0M
Czech National Bank 0.05% Add +0.3% 60,730 $3.8M
Yousif Capital Management, LLC 0.04% Reduce -1.5% 58,641 $3.7M
DNB Asset Management AS 0.02% Reduce -23.2% 58,226 $3.7M
Ensign Peak Advisors, Inc 0.01% Add +56.9% 57,614 $3.6M
Natixis Advisors, LLC 0.01% Reduce -18.0% 57,620 $3.6M
Worldquant Millennium Advisors LLC 0.04% Add +60.8% 57,188 $3.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -81.0% 56,344 $3.6M
TAP Consulting, LLC 0.77% Add +17.3% 55,517 $3.5M
Xponance LLC 0.04% Add +11.9% 53,982 $3.4M
LPL Financial LLC 0.00% Reduce -10.8% 53,778 $3.4M
Commonwealth Equity Services, LLC 0.01% Reduce -10.2% 52,707 $3.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +0.8% 52,115 $3.3M
Rye Brook Capital LLC 1.85% No change 50,050 $3.2M
Bank of Nova Scotia 0.01% Reduce -1.1% 49,938 $3.2M
CIBC Asset Management Inc 0.01% Add +3.0% 49,844 $3.1M
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 49,761 $3.1M
Inspire Investing, LLC 0.32% Add +11.2% 49,588 $3.1M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.4% 49,199 $3.1M
Wellington Management Group LLP 0.00% Add +6.0% 48,614 $3.1M
Mackenzie Financial Corp. 0.00% Reduce -1.4% 48,525 $3.1M
Ar Asset Management Inc. 0.76% Add +12.8% 48,500 $3.1M
ING Groep NV 0.02% Reduce -44.9% 47,297 $3.0M
Stifel Financial Corp. 0.00% Reduce -2.1% 47,023 $3.0M
Aurora Investment Managers, LLC. 2.15% Add +22.6% 46,261 $2.9M
HRT Financial LP 0.02% Reduce -70.5% 45,572 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -2.1% 45,256 $2.9M
Cetera Investment Advisers 0.01% New 45,009 $2.8M
Squarepoint Ops LLC 0.01% Add +228.1% 44,993 $2.8M
Daiichi Life Insurance Co., Ltd. 0.06% No change 44,468 $2.8M
Perigon Wealth Management, LLC 0.08% Add +1.3% 43,704 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +3.9% 43,069 $2.7M
M&T Bank Corp 0.01% Reduce -5.4% 41,954 $2.6M
Rafferty Asset Management, LLC 0.01% Reduce -10.8% 41,331 $2.6M
Ontario Teachers Pension Plan Board 0.02% Add +5.9% 41,137 $2.6M
Dakota Wealth Management 0.06% Add +51.1% 40,920 $2.6M
Public Sector Pension Investment Board 0.02% Reduce -1.0% 40,448 $2.6M
Conning Inc. 0.09% No change 39,707 $2.5M
Metis Global Partners, LLC 0.09% Add +4.4% 39,606 $2.5M
Presima Securities ULC 0.57% Add +9.7% 38,765 $2.4M
Agf Management Ltd. 0.01% Reduce -23.3% 38,457 $2.4M
Portfolio Design Labs, LLC 0.81% Reduce -36.4% 37,996 $2.4M
Vanderbilt University 0.49% Add +260.9% 37,365 $2.4M
Orion Porfolio Solutions, LLC 0.02% Reduce -3.2% 34,872 $2.2M
Orion Portfolio Solutions, LLC 0.02% Reduce -3.2% 34,872 $2.2M
Beacon Pointe Advisors, LLC 0.02% Add +3.3% 34,101 $2.2M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 34,000 $2.1M
Candriam S.C.A. 0.01% Reduce -6.7% 33,698 $2.1M
NorthCoast Asset Management LLC 0.03% New 33,187 $2.1M
Pensionfund Sabic 0.61% Add +27.1% 32,853 $2.1M
Elo Mutual Pension Insurance Co 0.05% Add +4.4% 32,811 $2.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -94.5% 32,701 $2.1M
Achmea Investment Management B.V. 0.04% No change 32,608 $2.1M
Baird Financial Group, Inc. 0.00% Add +191.4% 32,249 $2.0M
Castle Hook Partners LP 0.07% New 32,113 $2.0M
US Bancorp \de 0.00% Reduce -54.2% 30,960 $2.0M
Spirit of America Management Corp. 0.39% No change 30,715 $1.9M
Nordea Investment Management AB 0.00% Add +0.3% 30,613 $1.9M
AQR Capital Management 0.00% Reduce -71.9% 30,270 $1.9M
Azzad Asset Management Inc. 0.22% Reduce -27.6% 30,219 $1.9M
Gulf International Bank (UK) Ltd 0.05% No change 29,799 $1.9M
Oregon Public Employees Retirement Fund 0.04% Add +9.6% 29,550 $1.9M
Ascent Group, LLC 0.16% Reduce -37.0% 28,790 $1.8M
Norinchukin Bank, The 0.05% Reduce -1.3% 28,568 $1.8M
O'shaughnessy Asset Management, LLC 0.02% Add +19.6% 28,396 $1.8M
GAMCO Investors 0.02% No change 28,300 $1.8M
Verition Fund Management LLC 0.02% Reduce -81.0% 28,282 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.9% 28,143 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -16.4% 27,961 $1.8M
Maryland State Retirement & Pension System 0.03% No change 28,479 $1.7M
Erste Asset Management GmbH 0.02% Add +28.2% 27,300 $1.7M
Twin Capital Management Inc. 0.21% Add +8.7% 27,017 $1.7M
Wealthfront Advisers LLC 0.01% Add +64.1% 26,710 $1.7M
Entropy Technologies, LP 0.18% New 26,490 $1.7M
Nicola Wealth Management LTD. 0.16% Add +29.1% 19,528 $1.7M
DoubleLine ETF Adviser LP 0.42% Add +10.7% 26,291 $1.7M
Kentucky Retirement Systems 0.05% Reduce -5.2% 26,212 $1.7M
Ethic Inc. 0.04% Reduce -4.3% 26,107 $1.6M
Captrust Financial Advisors 0.01% Reduce -12.2% 26,101 $1.6M
Swedbank AB 0.00% Add +3.1% 26,048 $1.6M
Penserra Capital Management LLC 0.02% Add +1.1% 25,701 $1.6M
Ossiam 0.03% Add +239.7% 25,181 $1.6M
Metropolitan Life Insurance Co 0.07% Reduce -0.3% 24,579 $1.6M
Quantinno Capital Management LP 0.03% Add +94.3% 24,232 $1.5M
Engineers Gate Manager LP 0.04% Reduce -36.5% 23,796 $1.5M
Pacer Advisors, Inc. 0.00% Add +2.7% 23,432 $1.5M
Naviter Wealth, LLC 0.23% Add +25.7% 22,473 $1.4M
Hartford Investment Management Co. 0.05% Reduce -4.2% 22,263 $1.4M
HighVista Strategies LLC 0.49% New 21,900 $1.4M
Jane Street Group, LLC 0.00% Reduce -48.5% 21,784 $1.4M
Crossmark Global Holdings, Inc. 0.03% Reduce -3.1% 21,566 $1.4M
Credit Agricole S A 0.02% Add +85.3% 21,830 $1.3M
Legacy Capital Wealth Partners, LLC 0.94% New 21,550 $1.3M
Mediolanum International Funds Ltd 0.02% — 20,983 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -6.9% 20,311 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -3.8% 20,100 $1.3M
Atria Investments, Inc 0.02% Reduce -7.6% 19,919 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.7% 19,392 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -24.2% 19,324 $1.2M
Moran Wealth Management, LLC 0.04% Add +4.8% 19,135 $1.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +57.1% 18,516 $1.2M
Paralel Advisors LLC 0.05% No change 18,487 $1.2M
Lockheed Martin Investment Management Co. 0.08% Reduce -22.8% 17,998 $1.1M
Simplex Trading, LLC 0.03% Reduce -9.2% 17,870 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +86.8% 17,582 $1.1M
FORA Capital, LLC 0.09% Reduce -62.8% 17,484 $1.1M
Baillie Gifford & Co. 0.00% Add +32.3% 17,469 $1.1M
New Mexico Educational Retirement Board 0.04% Reduce -2.3% 17,388 $1.1M
Commerzbank Aktiengesellschaft 0.04% Add +103.1% 16,967 $1.1M
Blair William & Co. 0.00% Reduce -25.0% 16,809 $1.1M
Mariner, LLC 0.00% Add +11.7% 16,771 $1.1M
Walleye Trading LLC 0.02% Reduce -46.8% 16,736 $1.1M
Exencial Wealth Advisors, LLC 0.04% Reduce -12.5% 16,698 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -61.6% 16,675 $1.1M
Stevens Capital Management LP 0.19% New 15,584 $984K
Caxton Associates LP 0.07% No change 15,572 $983K
Creative Planning 0.00% Add +51.4% 15,473 $977K
Citadel Advisors 0.00% Reduce -95.8% 15,396 $972K
Delta Investment Management, LLC 0.22% Add +0.0% 15,239 $962K
Jamison Private Wealth Management, Inc. 0.16% Reduce -1.6% 15,093 $953K
NJ State Employees Deferred Compensation Plan 0.12% No change 15,000 $947K
Westpac Banking Corp. 0.07% Reduce -44.5% 14,820 $935K
Fiduciary Trust Co 0.01% Reduce -0.7% 14,739 $930K
RB Capital Management, LLC 0.26% Reduce -3.3% 14,680 $926K
Two Sigma Investments, LP 0.00% Add +10.6% 14,655 $925K
Snowden Capital Advisors LLC 0.03% Reduce -1.6% 14,360 $916K
Aviva PLC 0.00% Add +1.3% 14,289 $902K
Pathstone Holdings, LLC 0.00% Add +10.4% 14,082 $890K
Ostrum Asset Management 0.07% No change 13,991 $883K
Chicago Partners Investment Group LLC 0.04% Add +0.0% 13,868 $875K
Lombard Odier Asset Management (Switzerland) SA 0.06% New 13,824 $872K
Vinva Investment Management Ltd 0.05% Add +3.4% 13,114 $828K
APG Asset Management N.V. 0.00% Reduce -1.4% 13,852 $809K
Tower Research Capital LLC (TRC) 0.02% Reduce -81.6% 12,484 $788K
Truist Financial Corp. 0.00% Add +2.7% 12,479 $788K
Jones Financial Companies LLLP 0.00% Add +238.0% 12,245 $773K
HighTower Advisors, LLC 0.00% Reduce -8.5% 12,252 $770K
Bokf, NA 0.01% Reduce -36.3% 12,472 $766K
Cornerstone Advisors, LLC 0.03% No change 12,100 $764K
Keeley-Teton Advisors, LLC 0.09% Add +0.4% 12,047 $760K
Commerce Bank 0.01% Reduce -38.4% 11,890 $750K
Diversified Trust Co. 0.02% New 11,688 $738K
Allianz SE 0.02% — 11,630 $734K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -7.5% 11,390 $719K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 10,952 $691K
IRON Financial LLC 0.38% New 10,780 $680K
Okabena Investment Services Inc. 0.23% New 10,709 $676K
Two Sigma Advisers, LP 0.00% New 10,700 $675K
Brown Advisory Inc. 0.00% Add +0.1% 10,491 $662K
iA Global Asset Management Inc. 0.01% Reduce -11.9% 10,481 $661K
Freedom Investment Management, Inc. 0.05% Reduce -39.4% 10,153 $641K
United Capital Financial Advisors, LLC 0.01% Reduce -3.1% 10,030 $633K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -20.4% 10,023 $633K
Horizon Family Wealth, Inc. 0.48% Add +1.1% 9,928 $627K
Kingswood Wealth Advisors, LLC 0.07% Reduce -39.8% 9,467 $597K
Rakuten Investment Management, Inc. 0.00% Add +988.5% 9,416 $594K
First Trust Direct Indexing L.P. 0.04% Add +16.9% 9,211 $581K
Arkadios Wealth Advisors 0.04% Reduce -2.8% 9,163 $578K
Prelude Capital Management, LLC 0.04% New 9,141 $577K
Cresset Asset Management, LLC 0.00% Add +9.5% 8,949 $571K
Jump Financial, LLC 0.02% Reduce -69.4% 9,028 $570K
Bridgefront Capital, LLC 0.43% New 8,936 $564K
Westwood Holdings Group Inc. 0.00% Reduce -91.2% 8,927 $563K
Tokio Marine Asset Management Co. Ltd. 0.03% Reduce -3.5% 8,706 $549K
Avantax Advisory Services, Inc. 0.00% Add +10.0% 8,643 $545K
Global Wealth Management Investment Advisory, Inc. 0.13% Add +0.5% 8,631 $545K
NEOS Investment Management LLC 0.03% Add +75.1% 8,570 $541K
Synovus Financial Corp. 0.01% Add +1.8% 8,503 $537K
Vestcor Inc 0.02% Add +6.0% 8,494 $536K
Fiduciary Group, LLC 0.06% No change 8,447 $533K
Impact Partnership Wealth, LLC 0.21% Add +2233.5% 8,424 $532K
Kintegral Advisory, LLC 0.05% Reduce -0.3% 8,215 $524K
Latash Investments, LLC 0.37% No change 8,226 $519K
Inspire Advisors, LLC 0.07% Add +18.5% 8,131 $513K
Bull Street Advisors, LLC 0.25% Reduce -0.9% 8,122 $513K
Inceptionr LLC 0.13% New 8,073 $509K
Qtron Investments LLC 0.07% Add +123.1% 8,051 $508K
Neville Rodie & Shaw Inc. 0.04% No change 8,000 $505K
Sumitomo Life Insurance Co. 0.01% Reduce -5.3% 7,744 $489K
Exchange Traded Concepts, LLC 0.01% Reduce -1.3% 7,728 $488K
Probity Advisors, Inc. 0.10% Reduce -1.8% 7,627 $481K
Degroof Petercam Asset Management 0.01% Reduce -22.6% 7,598 $480K
Praxis Investment Management Inc. 0.03% No change 7,500 $473K
Cornercap Investment Counsel Inc. 0.07% Add +0.0% 7,294 $460K
PEAK6 Investments LLC 0.02% Reduce -26.2% 7,159 $452K
Gotham Asset Management 0.01% New 6,965 $440K
Ameritas Advisory Services, LLC 0.02% New 6,891 $435K
PGGM Investments 0.01% Add +148.3% 6,879 $434K
WINTON GROUP Ltd 0.03% New 6,739 $425K
Keybank National Association 0.00% New 6,713 $424K
Saturna Capital Corp. 0.01% Add +18.3% 6,570 $415K
Campbell & CO Investment Adviser LLC 0.04% Reduce -69.3% 6,518 $411K
Wealth Alliance, LLC 0.05% Reduce -9.9% 6,465 $408K
Clifford Swan Investment Counsel LLC 0.01% No change 6,409 $404K
Cerity Partners LLC 0.00% New 6,294 $397K
Mill Capital Management, LLC 0.03% No change 6,250 $394K
First Affirmative Financial Network 0.29% Add +0.7% 6,211 $392K
LVW Advisors, LLC 0.07% Add +67.7% 6,156 $389K
Capstone Investment Advisors, LLC 0.01% New 6,150 $388K
Indiana Trust & Investment Management Co 0.16% No change 6,134 $387K
Park Avenue Securities LLC 0.01% Add +34.5% 6,106 $385K
Avior Wealth Management, LLC 0.02% Add +8.5% 6,099 $385K
Fifth Third Bancorp 0.00% Add +7.1% 6,077 $384K
Independent Financial Group, LLC 0.02% New 6,033 $381K
Summit Place Financial Advisors, LLC 0.22% No change 6,000 $379K
Carmel Capital Partners, LLC 0.15% Add +11.8% 5,886 $371K
Howland Capital Management LLC 0.02% Reduce -3.4% 5,779 $369K
Investment Management Corp of Ontario 0.01% Reduce -30.8% 5,830 $368K
Groupama Asset Managment 0.01% Reduce -79.3% 5,766 $364K
Raymond James Trust N.A. 0.01% Add +4.7% 5,725 $361K
Empowered Funds, LLC 0.01% Add +32.8% 5,620 $355K
Mesirow Financial Investment Management, Inc. 0.01% Add +32.8% 5,550 $350K
Mystic Asset Management, Inc. 0.14% Add +3.8% 5,450 $344K
IHT Wealth Management, LLC 0.01% New 5,446 $344K
Kestra Advisory Services, LLC 0.00% New 5,367 $342K
Horizon Investments, LLC 0.01% Add +12.0% 5,370 $339K
Wendell David Associates Inc. 0.03% No change 5,300 $334K
PFG Investments, LLC 0.02% New 5,268 $332K
Peapack Gladstone Financial Corp. 0.01% Reduce -17.1% 5,225 $329K
Kestra Private Wealth Services, LLC 0.01% New 5,155 $329K
Profund Advisors LLC 0.01% Reduce -15.5% 5,204 $328K
Arrowstreet Capital, Limited Partnership 0.00% No change 5,147 $325K
NewEdge Advisors, LLC 0.00% Add +1.8% 5,126 $324K
Longfellow Investment Management Co. LLC 0.07% Add +0.8% 5,105 $322K
Klingman & Associates, LLC 0.02% No change 5,079 $321K
Consolidated Portfolio Review Corp 0.08% Add +33.1% 5,056 $319K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +104.8% 5,048 $319K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -20.0% 5,004 $316K
Moody National Bank Trust Division 0.02% No change 5,000 $316K
Transamerica Financial Advisors, LLC 0.03% Add +26.0% 4,851 $307K
Cambria Investment Management, L.P. 0.02% Reduce -3.9% 4,841 $306K
Wexford Capital LP 0.06% Reduce -49.9% 4,755 $300K
Federation des caisses Desjardins du Quebec 0.00% Add +460.2% 4,745 $298K
J. W. Coons Advisors, LLC 0.05% No change 4,574 $289K
Meiji Yasuda Life Insurance Co 0.01% New 4,550 $287K
Systematic Portfolios LLC 0.93% New 4,500 $284K
Wynn Capital, LLC 0.21% Reduce -7.0% 4,362 $275K
Oak Asset Management, LLC 0.10% No change 4,359 $275K
Prudential PLC 0.00% Reduce -73.2% 4,348 $274K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 4,288 $271K
Roger Wittlin Investment Advisory, LLC 0.19% Add +1.1% 4,273 $270K
Prestige Wealth Management Group LLC 0.06% Add +69333.3% 4,166 $266K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,117 $260K
Frank, Rimerman Advisors LLC 0.05% No change 4,018 $254K
MAI Capital Management 0.00% Reduce -1.6% 4,005 $253K
Pasadena Private Wealth, LLC 0.06% Add +0.8% 3,960 $250K
Janney Montgomery Scott LLC 0.00% Reduce -25.1% 3,937 $249K
GeoWealth Management, LLC 0.01% Reduce -66.3% 3,933 $248K
MML Investors Services, LLC 0.00% Reduce -1.9% 3,921 $247K
GTS Securities LLC 0.01% Reduce -59.7% 3,899 $246K
Firethorn Wealth Partners, LLC 0.14% Reduce -1.9% 3,888 $245K
American Investment Services, Inc. 0.04% No change 3,876 $245K
Cigna Investments Inc. 0.05% Reduce -2.5% 3,854 $244K
Oppenheimer & Co. Inc. 0.00% Reduce -0.2% 3,862 $244K
Ameritas Investment Partners, Inc. 0.01% No change 3,840 $242K
Siemens Fonds Invest GmbH 0.02% Reduce -4.4% 3,822 $241K
Intech Investment Management LLC 0.00% New 3,818 $241K
GAMMA Investing LLC 0.05% Add +10.3% 3,809 $240K
Wolverine Trading, LLC 0.00% New 3,782 $239K
Garner Asset Management Corp 0.09% Add +1.6% 3,722 $235K
Los Angeles Capital Management LLC 0.00% No change 3,715 $234K
C2C Wealth Management, LLC 0.23% Reduce -2.6% 3,682 $232K
Martingale Asset Management L P 0.00% Reduce -82.8% 3,671 $232K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -31.9% 3,687 $231K
Baron Wealth Management LLC 0.12% Add +8.8% 3,580 $226K
Ieq Capital, LLC 0.00% New 3,540 $223K
V-Square Quantitative Management LLC 0.03% No change 3,516 $222K
Henshaw Capital LLC 0.01% No change 3,500 $221K
Acadian Asset Management LLC 0.00% New 3,496 $220K
Savvy Advisors, Inc. 0.13% New 3,467 $219K
Stelac Advisory Services LLC 0.10% New 3,400 $217K
Successful Portfolios LLC 0.15% Reduce -5.8% 3,374 $213K
Checchi Capital Advisers, LLC 0.02% New 3,369 $213K
Evoke Wealth, LLC 0.01% New 3,257 $208K
Bessemer Group Inc. 0.00% Add +35.9% 3,278 $207K
Acorn Wealth Advisors, LLC 0.11% New 3,228 $204K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.9% 3,172 $200K
Hanson & Doremus Investment Management 0.03% No change 3,127 $197K
Summit Securities Group LLC 0.09% Reduce -14.3% 3,000 $189K
Huntington National Bank 0.00% Reduce -4.7% 2,790 $176K
Cwm, LLC 0.00% Add +4.5% 2,660 $168K
Signaturefd, LLC 0.00% Add +31.0% 2,622 $165K
Rothschild Investment LLC 0.01% Reduce -6.1% 2,555 $161K
Tobam 0.01% Add +10.7% 2,539 $160K
Motco 0.01% Add +4.7% 2,220 $140K
HM Payson & Co. 0.00% Add +1.1% 2,202 $139K
North Star Investment Management Corp. 0.01% Add +3.8% 2,173 $137K
Parallel Advisors, LLC 0.00% Add +26.9% 2,078 $131K
Federated Hermes, Inc. 0.00% Reduce -1.4% 2,017 $127K
Optimum Investment Advisors 0.06% No change 2,000 $126K
Glen Eagle Advisors, LLC 0.02% Reduce -5.0% 1,882 $119K
Abich Financial Wealth Management LLC 0.09% Add +12900.0% 1,820 $115K
Covestor Ltd 0.07% Add +5.5% 1,722 $108K
Elevation Wealth Partners, LLC 0.05% New 1,689 $107K
Whittier Trust Co. 0.00% No change 1,625 $103K
State of Wyoming 0.02% New 1,624 $102K
Raffa Wealth Management, LLC 0.03% Add +3328.3% 1,577 $100K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,414 $89K
Lazard Asset Management LLC 0.00% No change 1,377 $86K
Manchester Capital Management LLC 0.01% Add +1.7% 1,297 $82K
First Manhattan Co. Llc. 0.00% No change 1,283 $81K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +45.5% 1,280 $81K
Delta Asset Management LLC 0.01% No change 1,280 $81K
Smithfield Trust Co 0.00% No change 1,240 $78K
Montag A & Associates Inc. 0.00% No change 1,214 $77K
Muzinich & Co., Inc. 0.07% No change 1,256 $77K
Alta Advisers Ltd 0.04% No change 1,200 $76K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,155 $74K
Farther Finance Advisors, LLC 0.00% Reduce -19.5% 1,182 $73K
Parkside Financial Bank & Trust 0.01% Add +4.3% 1,127 $71K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,006 $64K
Quadrant Capital Group LLC 0.00% Reduce -16.5% 989 $62K
SYSTM Wealth Solutions LLC 0.01% Reduce -15.9% 983 $62K
Mirova 0.01% No change 971 $61K
CIBC Private Wealth Group LLC 0.00% New 988 $61K
First Command Advisory Services, Inc. 0.00% No change 900 $57K
Bear Mountain Capital, Inc. 0.02% No change 890 $54K
Legacy Bridge, LLC 0.03% No change 738 $47K
Loomis Sayles & Co. L P 0.00% Add +24.1% 716 $45K
FNY Investment Advisers, LLC 0.03% Reduce -33.3% 700 $44K
Principal Securities, Inc. 0.00% Reduce -13.5% 694 $44K
Kelly Lawrence W & Associates Inc. 0.01% No change 675 $43K
Richardson Financial Services Inc. 0.03% New 650 $41K
Northwestern Mutual Wealth Management Co. 0.00% Add +26.5% 611 $39K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.2% 597 $38K
West Branch Capital LLC 0.02% No change 600 $38K
Boyd Watterson Asset Management LLC 0.01% No change 600 $38K
Catalyst Funds Management Pty Ltd 0.01% — 600 $38K
AdvisorNet Financial, Inc 0.00% Add +1.8% 567 $36K
Allworth Financial LP 0.00% Add +13.7% 555 $35K
Quarry LP 0.01% Add +376.3% 543 $34K
Voisard Asset Management Group, Inc. 0.02% No change 535 $34K
Lindbrook Capital, LLC 0.00% Reduce -28.2% 514 $32K
Financial Avengers, Inc. 0.02% Add +1.0% 520 $32K
Salem Investment Counselors Inc. 0.00% No change 500 $32K
TD Private Client Wealth LLC 0.00% Reduce -4.0% 480 $30K
Bruce G. Allen Investments, LLC 0.02% No change 454 $29K
Hollencrest Capital Management 0.00% Add +1.1% 449 $28K
Deseret Mutual Benefit Administrators 0.01% No change 406 $26K
CENTRAL TRUST Co 0.00% No change 400 $25K
Ancora Advisors LLC 0.00% No change 400 $25K
Global Retirement Partners, LLC 0.00% Add +13.5% 378 $24K
Spire Wealth Management 0.00% Add +4.7% 377 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -15.7% 370 $23K
Duncker Streett & Co. Inc. 0.00% No change 350 $22K
Estabrook Capital Management 0.00% No change 350 $22K
Leonteq Securities AG 0.00% Reduce -47.8% 340 $21K
Carolinas Wealth Consulting LLC 0.00% New 318 $20K
Silvant Capital Management LLC 0.00% No change 311 $20K
Perritt Capital Management Inc 0.01% Add +1.0% 303 $19K
Lanark Financial, Inc. 0.00% Add +53.6% 301 $18K
Steward Partners Investment Advisory, LLC 0.00% Add +15.9% 277 $17K
Fernwood Investment Management, LLC 0.01% New 270 $17K
First Horizon Advisors, Inc. 0.00% No change 270 $17K
Dynamic Wealth Strategies, LLC 0.01% Reduce -25.1% 266 $17K
Janiczek Wealth Management, LLC 0.00% Add +7.7% 267 $17K
Crewe Advisors LLC 0.00% New 262 $17K
Gold Investment Management Ltd. 0.01% No change 252 $16K
Private Ocean, LLC 0.00% No change 250 $16K
Sandy Spring Bank 0.00% No change 250 $16K
Annapolis Financial Services, LLC 0.00% No change 233 $15K
Farmers & Merchants Investments Inc. 0.00% No change 228 $14K
HHM Wealth Advisors, LLC 0.00% No change 223 $14K
Baldwin Wealth Partners LLC 0.00% Reduce -80.8% 220 $14K
UMB Bank, n.a. 0.00% Add +2.4% 214 $14K
Brown, Lisle/Cummings, Inc. 0.00% No change 200 $13K
Independence Bank of Kentucky 0.00% New 200 $13K
Harbor Investment Advisory, LLC 0.00% No change 200 $13K
Smartleaf Asset Management LLC 0.00% New 198 $12K
Operose Advisors LLC 0.00% No change 195 $12K
REAP Financial Group, LLC 0.00% No change 194 $12K
Zions Bancorporation, N.A. 0.00% Reduce -3.3% 176 $11K
MV Capital Management, Inc. 0.00% Add +2.9% 175 $11K
Beacon Capital Management, LLC 0.00% New 165 $10K
Grove Bank & Trust 0.00% No change 157 $10K
Blue Trust, Inc. 0.00% Reduce -82.2% 157 $10K
Rosenberg Matthew Hamilton 0.00% No change 160 $10K
Mather Group, Llc. 0.00% New 160 $10K
GW&K Investment Management, LLC 0.00% Add +6.3% 135 $9K
Sound Income Strategies, LLC 0.00% Add +40.6% 142 $9K
West Paces Advisors Inc. 0.00% No change 140 $9K
Private Wealth Management Group, LLC 0.00% No change 133 $8K
Semmax Financial Advisors Inc. 0.00% Add +0.8% 120 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 111 $7K
Key Financial Inc 0.00% No change 106 $7K
Concord Wealth Partners 0.00% No change 105 $7K
Anchor Investment Management, LLC 0.00% No change 100 $6K
CoreCap Advisors, LLC 0.00% New 100 $6K
WASHINGTON TRUST Co 0.00% No change 100 $6K
Clearstead Advisors, LLC 0.00% Reduce -43.8% 91 $6K
Concourse Financial Group Securities, Inc. 0.00% No change 89 $6K
Financial Gravity Asset Management, Inc. 0.00% Reduce -84.0% 87 $5K
IFP Advisors, Inc 0.00% Reduce -18.6% 83 $5K
Optiver Holding B.V. 0.00% New 82 $5K
FinTrust Capital Advisors, LLC 0.00% No change 73 $5K
Geneos Wealth Management Inc. 0.00% No change 69 $4K
Red Tortoise LLC 0.00% New 60 $4K
Tradewinds Capital Management, LLC 0.00% No change 55 $3K
Versant Capital Management, Inc 0.00% No change 52 $3K
Raleigh Capital Management Inc. 0.00% New 50 $3K
Adirondack Trust Co. 0.00% No change 50 $3K
Valley National Advisers Inc. 0.00% Add +42.9% 50 $3K
Venturi Wealth Management, LLC 0.00% Add +30.6% 47 $3K
Creative Financial Designs Inc. 0.00% No change 46 $3K
Abound Wealth Management 0.00% No change 43 $3K
McIlrath & Eck, LLC 0.00% Add +2.4% 43 $3K
Private Trust Co. NA 0.00% No change 41 $3K
Cape Investment Advisory, Inc. 0.00% No change 37 $2K
Headlands Technologies LLC 0.00% New 34 $2K
Planning Capital Management Corp 0.00% No change 32 $2K
Fortitude Family Office, LLC 0.00% No change 32 $2K
Gradient Investments LLC 0.00% Reduce -37.3% 32 $2K
Avion Wealth 0.00% No change 18 $2K
Financial Management Professionals, Inc. 0.00% No change 28 $2K
Bell Investment Advisors, Inc 0.00% No change 30 $2K
Park Place Capital Corp 0.00% New 28 $2K
Dunhill Financial, LLC 0.00% Add +18.2% 26 $2K
Castleview Partners, LLC 0.00% Add +4.5% 23 $1K
Tidemark, LLC 0.00% No change 21 $1K
Harbour Investments, Inc. 0.00% Add +111.1% 19 $1K
Capital Advisors, Ltd. LLC 0.00% Add +400.0% 10 $1K
Aspect Partners, LLC 0.00% No change 15 $947
Core Alternative Capital 0.00% Reduce -89.6% 14 $884
RFP Financial Group LLC 0.00% New 13 $820
Aspire Private Capital, LLC 0.00% Add +10.0% 11 $699
CVA Family Office, LLC 0.00% No change 10 $631
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 8 $511
Nvwm, LLC 0.00% New 8 $510
AlphaQuest LLC 0.00% Reduce -100.0% 7 $442
Sachetta, LLC 0.00% No change 4 $245
Colonial Trust Advisors 0.00% No change 3 $189
TFC Financial Management, Inc. 0.00% New 2 $127
WR Wealth Planners, LLC 0.00% New 2 $126
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $64

"% of holder's portfolio" is VMRK's weight in each manager's 13F, not the share of Vivmark Residential the manager owns.