Vivmark ResidentialVMRK

13F holders, Q2 2024 (June 30)
653holders +32
77new positions
50sold out
10famous investors
$69.26avg. 13F price*

At the end of Q2 2024, 653 institutions reported holding Vivmark Residential (VMRK) in their 13F filings, up 32 from Q1 2024. 77 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock Inc. ($2.7B) and Norges Bank ($2.4B). 10 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Vivmark Residential
Filed as
EQUITY RESIDENTIAL (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions77$89.7M
Exits50$625.0M

All 13F filers, Q1 2024 → Q2 2024: 19,819,988 shares bought and 25,094,039 shares sold, net −5,274,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 653 holders

Vanguard Group Inc. 0.07% Reduce -2.0% 55,871,739 $3.9B
BlackRock Inc. 0.06% Reduce -4.2% 38,421,166 $2.7B
Norges Bank 0.36% Add +0.2% 35,117,804 $2.4B
State Street Corp. 0.07% Reduce -0.4% 23,601,125 $1.6B
T. Rowe Price Associates Inc. 0.17% Reduce -1.4% 19,993,370 $1.4B
APG Asset Management US Inc. 4.51% Reduce -0.3% 11,568,251 $788.3M
JPMorgan Chase & Co. 0.06% Add +4.1% 9,840,534 $682.3M
First Eagle Investment Management, LLC 1.46% Reduce -0.4% 9,301,352 $645.0M
Geode Capital Management, LLC 0.06% Add +6.7% 9,221,306 $637.9M
Resolution Capital Ltd 10.21% Add +3.2% 7,825,760 $542.6M
Principal Financial Group Inc. 0.29% Add +482.3% 7,153,749 $496.0M
Invesco Ltd. 0.10% Add +24.5% 7,120,247 $493.7M
FMR LLC 0.03% Add +36.0% 6,004,654 $416.4M
Macquarie Group Ltd. 0.43% Reduce -7.5% 5,336,991 $370.1M
Legal & General Group Plc 0.10% Reduce -5.8% 5,273,886 $365.7M
Dimensional Fund Advisors LP 0.09% Add +0.1% 5,232,876 $362.8M
Canada Pension Plan Investment Board 0.34% Add +1.2% 5,001,360 $346.8M
Centersquare Investment Management LLC 3.56% Add +2.9% 4,740,032 $328.7M
Northern Trust Corp. 0.05% Add +2.1% 4,277,025 $296.6M
Charles Schwab Investment Management Inc. 0.05% Reduce -0.4% 3,883,546 $269.3M
Morgan Stanley 0.02% Add +5.2% 3,336,202 $231.3M
Prudential Financial Inc. 0.32% Reduce -7.4% 3,031,541 $210.2M
Boston Partners 0.23% Reduce -0.7% 2,695,752 $186.9M
Nuveen Asset Management, LLC 0.05% Reduce -8.0% 2,467,045 $171.1M
Bank of New York Mellon Corp 0.03% Reduce -2.5% 2,411,114 $167.2M
American Century Companies Inc. 0.09% Add +20.7% 2,180,190 $151.2M
Bank of America Corp. 0.01% Add +4.6% 1,731,637 $120.1M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +39.5% 1,676,445 $116.2M
Goldman Sachs Group Inc. 0.02% Add +68.8% 1,647,660 $114.2M
Panagora Asset Management Inc. 0.57% Add +9.5% 1,633,124 $113.2M
Baron Capital (BAMCO) 0.28% Add +143.1% 1,416,757 $98.2M
HSBC Holdings PLC 0.06% Reduce -14.9% 1,328,041 $92.0M
UBS Group AG 0.03% Reduce -12.1% 1,280,061 $88.8M
Millennium Management 0.07% Add +4.2% 1,228,735 $85.2M
Chai Trust Co. LLC 12.93% No change 1,210,706 $84.0M
Adelante Capital Management LLC 6.32% Reduce -9.3% 1,154,894 $80.1M
Sei Investments Co. 0.11% Add +8.0% 1,146,244 $79.5M
Schroder Investment Management Group 0.09% Add +2.7% 1,138,928 $79.0M
Pictet Asset Management Holding SA 0.09% Reduce -2.6% 1,097,583 $76.1M
Swiss National Bank 0.05% Reduce -6.5% 1,009,750 $70.0M
Davis Asset Management, L.P. 3.11% No change 1,000,000 $69.3M
Barclays PLC 0.03% Add +16.5% 833,365 $57.8M
CANADA LIFE ASSURANCE Co 0.10% Add +1.2% 760,510 $52.8M
California Public Employees Retirement System 0.04% Reduce -18.7% 754,747 $52.3M
Deutsche Bank AG 0.02% Reduce -27.1% 744,044 $51.6M
Qube Research & Technologies Ltd 0.10% Add +11.6% 741,774 $51.4M
Rhumbline Advisers 0.05% Reduce 0.0% 724,318 $50.2M
Asset Management One Co., Ltd. 0.19% Reduce -3.6% 702,771 $48.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +10.2% 688,327 $47.7M
Lasalle Investment Management Securities LLC 1.97% Add +592.9% 664,985 $46.1M
State of Tennessee, Department of Treasury 0.17% Reduce -4.3% 659,858 $45.8M
Public Employees Retirement System of Ohio 0.18% Reduce -1.9% 648,164 $44.9M
CBRE Investment Management Listed Real Assets LLC 0.79% Add +774.9% 616,026 $42.7M
Amundi 0.02% Reduce -42.2% 623,405 $42.1M
National Bank of Canada 0.06% Add +679.0% 594,774 $40.5M
Manufacturers Life Insurance Company, The 0.04% Add +1.4% 559,556 $38.8M
California State Teachers Retirement System 0.05% Reduce -2.8% 543,719 $37.7M
Nomura Asset Management Co. Ltd. 0.12% Add +5.0% 526,333 $36.5M
National Pension Service 0.04% Reduce -4.2% 502,677 $34.9M
Alliancebernstein L.P. 0.01% Reduce -56.3% 498,083 $34.5M
Ameriprise Financial Inc. 0.01% Reduce -3.0% 490,797 $34.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -87.4% 469,911 $32.6M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -1.7% 466,437 $32.3M
State Board of Administration of Florida Retirement System 0.06% Reduce -4.1% 430,062 $29.8M
Russell Investments Group, Ltd. 0.05% Add +5.9% 428,177 $29.7M
Bank of Montreal 0.01% Add +3.6% 418,570 $29.0M
Citigroup Inc. 0.03% Reduce -15.8% 404,752 $28.1M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -31.8% 399,780 $27.7M
BNP Paribas Financial Markets 0.03% Reduce -31.6% 389,597 $27.0M
Robeco Institutional Asset Management B.V. 0.06% Add +562.2% 373,133 $25.9M
STRS Ohio 0.10% Reduce -13.3% 366,788 $25.4M
Hazelview Securities Inc. 4.70% Add +18.2% 368,625 $24.9M
Presima Securities ULC 5.52% Add +822.9% 357,765 $24.8M
Aew Capital Management L P 1.14% Add +1.1% 340,921 $23.6M
D. E. Shaw & Co. 0.03% Reduce -26.4% 328,723 $22.8M
Allianz Asset Management GmbH 0.04% Reduce -15.1% 322,531 $22.4M
New York State Teachers Retirement System 0.05% Reduce -3.8% 317,792 $22.0M
Voya Investment Management LLC 0.02% Reduce -27.3% 316,879 $22.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -1.6% 318,969 $21.8M
Worldquant Millennium Advisors LLC 0.20% Add +444.3% 311,253 $21.6M
Seven Post Investment Office LP 3.97% Add +1.9% 308,908 $21.4M
Maplelane Capital, LLC 1.51% Reduce -40.2% 290,000 $20.1M
Wells Fargo & Company 0.01% Add +13.2% 284,298 $19.7M
Retirement Systems of Alabama 0.07% Reduce -2.3% 276,610 $19.2M
Royal Bank of Canada 0.00% Reduce -8.3% 275,199 $19.1M
New York State Common Retirement Fund 0.02% Add +2.0% 271,732 $18.8M
Land & Buildings Investment Management, LLC 4.32% New 264,320 $18.3M
Investure, LLC 2.23% No change 263,800 $18.3M
State of Alaska, Department of Revenue 0.20% Add +5.4% 263,436 $18.3M
APG Asset Management N.V. 0.03% Add +1847.4% 269,752 $17.5M
Storebrand Asset Management As 0.06% Add +24.8% 245,560 $17.0M
Daiwa Securities Group Inc. 0.09% Reduce -4.2% 235,489 $16.3M
Aberdeen Group plc 0.03% Reduce -2.7% 231,624 $16.1M
Teacher Retirement System of Texas 0.09% Add +68.2% 223,631 $15.5M
Guggenheim Capital LLC 0.11% Reduce -7.1% 221,974 $15.4M
State of Wisconsin Investment Board 0.04% Reduce -10.0% 220,054 $15.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +2.1% 217,304 $15.1M
Andra AP-fonden 0.25% Reduce -7.0% 214,900 $14.9M
Nisa Investment Advisors, LLC 0.09% Add +0.7% 209,124 $14.5M
Envestnet Asset Management Inc. 0.01% Add +12.2% 208,819 $14.5M
First Trust Advisors LP 0.01% Add +41.8% 207,974 $14.4M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -54.8% 207,000 $14.4M
Handelsbanken Fonder AB 0.06% Add +13.1% 206,573 $14.3M
Resona Asset Management Co.,Ltd. 0.08% Add +1.3% 196,710 $13.5M
Raymond James & Associates 0.01% Add +2.6% 189,329 $13.1M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.5% 189,083 $13.1M
Jane Street Group, LLC 0.01% Add +741.8% 183,379 $12.7M
Illinois Municipal Retirement Fund 0.19% Add +52.5% 178,041 $12.3M
Franklin Resources Inc. 0.00% Add +56.0% 174,309 $12.1M
Danske Bank A/S 0.04% Reduce -16.4% 172,595 $12.0M
Royal London Asset Management Ltd. 0.03% Add +7.2% 173,470 $11.9M
Toronto Dominion Bank 0.02% Reduce -17.0% 169,111 $11.7M
Treasurer of the State of North Carolina 0.05% Reduce -1.4% 168,904 $11.7M
State of New Jersey Common Pension Fund D 0.05% Reduce -10.0% 166,583 $11.6M
Varma Mutual Pension Insurance Co 0.09% Reduce -14.7% 166,300 $11.5M
Employees Retirement System of Texas 0.12% Reduce -32.5% 160,020 $11.1M
IFM Investors Pty Ltd 0.11% Add +131.6% 156,787 $10.9M
Van Eck Associates Corp. 0.01% Reduce -2.4% 148,517 $10.3M
Coronation Fund Managers Ltd. 0.59% Add +12.3% 146,775 $10.2M
SG Americas Securities, LLC 0.07% Reduce -67.0% 146,750 $10.2M
DekaBank Deutsche Girozentrale 0.02% Add +1.6% 152,649 $10.1M
Makena Capital Management LLC 2.30% New 143,420 $9.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +0.5% 142,608 $9.9M
Vert Asset Management LLC 3.84% Reduce -7.3% 138,905 $9.6M
Korea Investment CORP 0.02% Reduce -38.1% 136,934 $9.5M
UniSuper Management Pty Ltd 0.08% Add +7.1% 134,925 $9.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.28% No change 134,851 $9.4M
Los Angeles Capital Management LLC 0.03% Add +3264.2% 124,979 $8.7M
Manning & Napier Advisors LLC 0.10% — 123,811 $8.6M
TD Asset Management Inc 0.01% Add +2.3% 119,256 $8.3M
Allstate Corp. 0.65% Add +17.4% 115,756 $8.0M
Tidal Investments LLC 0.11% Add +3.0% 115,149 $8.0M
Nekton Capital Ltd. 3.60% Reduce -63.3% 114,438 $7.9M
NFJ Investment Group, LLC 0.24% Reduce -17.9% 113,978 $7.9M
FIL Ltd 0.01% Reduce -45.7% 112,380 $7.8M
Victory Capital Management Inc. 0.01% Reduce -1.4% 111,177 $7.7M
Renaissance Technologies 0.01% Reduce -78.3% 110,798 $7.7M
Hudson Bay Capital Management LP 0.07% New 110,568 $7.7M
Carronade Capital Management, LP 2.86% New 109,626 $7.6M
USS Investment Management Ltd 0.06% Add +1.9% 107,372 $7.4M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +47.6% 107,035 $7.4M
Quinn Opportunity Partners LLC 0.85% No change 105,998 $7.3M
Neuberger Berman Group LLC 0.01% Add +45.6% 106,316 $7.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +5.5% 104,454 $7.2M
Susquehanna International Group, LLP 0.01% Add +41.5% 104,404 $7.2M
New York Life Investment Management LLC 0.07% Reduce -2.9% 103,443 $7.2M
MetLife Investment Management, LLC 0.04% Add +26.7% 103,099 $7.1M
Thrivent Financial for Lutherans 0.01% Reduce -9.1% 101,255 $7.0M
Sarasin & Partners LLP 0.06% Add +26.2% 101,053 $7.0M
CI Investments Inc. 0.03% Add +0.5% 101,055 $7.0M
State of Michigan Retirement System 0.04% Add +0.8% 100,425 $7.0M
American Assets Investment Management, LLC 0.65% No change 100,000 $6.9M
Chilton Capital Management LLC 0.31% Reduce -20.3% 99,352 $6.9M
Point72 Asset Management 0.02% Reduce -66.8% 98,057 $6.8M
QRG Capital Management, Inc. 0.08% Add +26.9% 97,763 $6.8M
Arizona State Retirement System 0.04% Reduce -9.5% 93,684 $6.5M
Corient Private Wealth LP 0.01% Add +3.4% 92,150 $6.4M
BDF-Gestion 0.61% — 91,000 $6.3M
Wellington Management Group LLP 0.00% Add +87.1% 90,962 $6.3M
Ensign Peak Advisors, Inc 0.01% Add +56.8% 90,364 $6.3M
GSI Capital Advisors LLC 3.68% Add +1.0% 89,895 $6.2M
Westwood Holdings Group Inc. 0.05% Add +896.2% 88,927 $6.2M
Corebridge Financial, Inc. 0.03% — 88,367 $6.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 88,041 $6.1M
Nissay Asset Management Corp. /Japan 0.04% Add +2.3% 86,234 $6.0M
Voloridge Investment Management, LLC 0.02% Reduce -75.1% 85,773 $5.9M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.07% — 83,966 $5.8M
ProShare Advisors LLC 0.02% Add +3.7% 82,870 $5.7M
Marex Group Ltd 0.15% New 82,500 $5.7M
LGT Capital Partners LTD. 0.19% Reduce -13.4% 82,190 $5.7M
Mercer Global Advisors Inc. 0.02% Add +21.4% 81,026 $5.6M
KBC Group NV 0.02% Reduce -90.1% 78,642 $5.5M
Tudor Investment Corporation 0.06% New 75,206 $5.2M
Vident Advisory, LLC 0.14% Add +3.3% 75,017 $5.2M
Castle Hook Partners LP 0.17% Add +126.5% 72,751 $5.0M
HGI Capital Management, LLC 4.68% No change 71,927 $5.0M
Amalgamated Bank 0.04% Reduce -1.6% 71,873 $5.0M
Texas Yale Capital Corp. 0.23% Reduce -1.9% 70,877 $4.9M
Janus Henderson Group PLC 0.00% Reduce -16.8% 70,128 $4.9M
Alberta Investment Management Corp 0.05% Reduce -12.0% 68,860 $4.8M
Pensionfund PDN 2.49% No change 67,556 $4.7M
Vestcor Inc 0.16% Add +686.6% 66,816 $4.6M
Czech National Bank 0.05% Add +8.2% 65,717 $4.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +51.7% 65,344 $4.5M
Riverview Capital Advisers, LLC 1.50% Reduce -3.8% 64,280 $4.5M
TCW Group Inc. 0.04% Reduce -9.2% 63,503 $4.4M
Natixis Advisors, LLC 0.01% Add +10.2% 63,500 $4.4M
DNB Asset Management AS 0.02% Add +6.8% 62,190 $4.3M
Utah Retirement Systems 0.05% Reduce -3.6% 62,168 $4.3M
Forsta Ap-Fonden 0.04% Reduce -18.4% 61,100 $4.2M
AQR Capital Management 0.01% Add +101.0% 60,857 $4.2M
Westpac Banking Corp. 0.33% Add +303.9% 59,860 $4.2M
TAP Consulting, LLC 0.86% Add +5.8% 58,725 $4.1M
Yousif Capital Management, LLC 0.05% Reduce -1.9% 57,519 $4.0M
LPL Financial LLC 0.00% Add +5.1% 56,529 $3.9M
U.S. Capital Wealth Advisors, LLC 0.15% New 56,148 $3.9M
HRT Financial LP 0.02% Add +22.4% 55,786 $3.9M
Ar Asset Management Inc. 0.92% Add +12.4% 54,500 $3.8M
Ontario Teachers Pension Plan Board 0.04% Add +31.4% 54,032 $3.7M
Cohen & Steers, Inc. 0.01% Reduce -16.5% 53,258 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +6.5% 52,972 $3.7M
Martingale Asset Management L P 0.08% Add +1341.0% 52,899 $3.7M
Commonwealth Equity Services, LLC 0.01% Reduce -0.7% 52,365 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +0.2% 52,204 $3.6M
O'shaughnessy Asset Management, LLC 0.04% Add +83.4% 52,073 $3.6M
Susquehanna Fundamental Investments, LLC 0.08% Reduce -54.0% 50,972 $3.5M
Xponance LLC 0.04% Reduce -7.5% 49,940 $3.5M
Aurora Investment Managers, LLC. 2.43% Add +5.8% 48,954 $3.4M
Acadian Asset Management LLC 0.01% Add +1279.0% 48,210 $3.3M
Public Sector Pension Investment Board 0.02% Add +18.7% 47,997 $3.3M
Mackenzie Financial Corp. 0.00% Reduce -1.7% 47,711 $3.3M
Rafferty Asset Management, LLC 0.01% Add +15.2% 47,606 $3.3M
CIBC Asset Management Inc 0.01% Reduce -4.9% 47,380 $3.3M
Stifel Financial Corp. 0.00% Add +0.6% 47,310 $3.3M
Dakota Wealth Management 0.08% Add +14.3% 46,780 $3.2M
Ilmarinen Mutual Pension Insurance Co 0.04% Add +37.1% 46,600 $3.2M
ING Groep NV 0.02% Reduce -1.9% 46,406 $3.2M
Cetera Investment Advisers 0.01% Add +3.0% 46,353 $3.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +780.7% 45,331 $3.1M
Perigon Wealth Management, LLC 0.09% Add +1.4% 44,305 $3.1M
Cibc World Markets Corp. 0.02% Reduce -69.0% 44,283 $3.1M
M&T Bank Corp 0.01% Add +4.5% 43,837 $3.0M
Mutual of America Capital Management LLC 0.03% Reduce -3.9% 43,495 $3.0M
AXA S.A. 0.01% Reduce -51.9% 43,446 $3.0M
Capital Fund Management S.A. 0.03% New 43,429 $3.0M
Metis Global Partners, LLC 0.10% Add +7.8% 42,694 $3.0M
Credit Agricole S A 0.02% Add +93.0% 42,133 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -6.8% 41,438 $2.9M
Bank of Nova Scotia 0.01% Reduce -17.5% 41,181 $2.9M
Inspire Investing, LLC 0.31% Reduce -21.1% 39,128 $2.7M
Simplex Trading, LLC 0.09% Add +115.4% 38,499 $2.7M
Portfolio Design Labs, LLC 0.81% Reduce -0.1% 37,970 $2.6M
B. Metzler seel. Sohn & Co. AG 0.03% Add +33.4% 37,287 $2.6M
Agf Management Ltd. 0.01% Reduce -6.5% 35,970 $2.5M
Vanderbilt University 0.51% Reduce -5.6% 35,286 $2.4M
Verition Fund Management LLC 0.02% Add +21.6% 34,400 $2.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -30.4% 34,229 $2.4M
Y-Intercept (Hong Kong) Ltd 0.13% New 34,212 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -67.2% 34,696 $2.4M
Jones Financial Companies LLLP 0.00% Add +178.6% 34,120 $2.4M
Ethic Inc. 0.06% Add +30.5% 34,067 $2.4M
Elo Mutual Pension Insurance Co 0.05% Add +1.8% 33,399 $2.3M
Candriam S.C.A. 0.01% Reduce -1.6% 33,158 $2.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.2% 33,047 $2.3M
Orion Portfolio Solutions, LLC 0.02% Reduce -5.2% 33,047 $2.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -3.1% 33,047 $2.3M
Pensionfund Sabic 0.67% No change 32,853 $2.3M
Cibc World Market Inc. 0.01% Reduce -71.1% 32,794 $2.3M
Achmea Investment Management B.V. 0.04% No change 32,608 $2.3M
Nordea Investment Management AB 0.00% Add +3.7% 31,751 $2.2M
Baird Financial Group, Inc. 0.00% Reduce -2.6% 31,399 $2.2M
Azzad Asset Management Inc. 0.26% Add +3.6% 31,318 $2.2M
US Bancorp \de 0.00% Reduce -0.4% 30,849 $2.1M
Spirit of America Management Corp. 0.43% No change 30,715 $2.1M
OMERS ADMINISTRATION Corp 0.02% New 30,550 $2.1M
Gulf International Bank (UK) Ltd 0.05% No change 29,799 $2.1M
Oregon Public Employees Retirement Fund 0.04% Add +0.3% 29,650 $2.1M
Maryland State Retirement & Pension System 0.04% Add +3.3% 29,430 $2.0M
Nicola Wealth Management LTD. 0.18% Add +9.2% 21,328 $2.0M
Ascent Group, LLC 0.16% Add +0.1% 28,829 $2.0M
GAMCO Investors 0.02% No change 28,300 $2.0M
Norinchukin Bank, The 0.06% Reduce -1.9% 28,019 $1.9M
Edgestream Partners, L.P. 0.09% New 27,988 $1.9M
Captrust Financial Advisors 0.01% Add +6.5% 27,801 $1.9M
Ossiam 0.04% Add +10.2% 27,744 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.7% 27,379 $1.9M
Twin Capital Management Inc. 0.22% Add +0.6% 27,185 $1.9M
Wealthfront Advisers LLC 0.01% Add +1.2% 27,026 $1.9M
Erste Asset Management GmbH 0.02% No change 27,300 $1.9M
Mizuho Securities USA LLC 0.04% New 26,595 $1.8M
Penserra Capital Management LLC 0.02% Add +2.1% 26,246 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +41.4% 26,185 $1.8M
Kentucky Retirement Systems 0.05% Reduce -0.8% 25,988 $1.8M
HighVista Strategies LLC 0.66% Add +18.3% 25,900 $1.8M
Swedbank AB 0.00% Reduce -0.9% 25,820 $1.8M
MBB Public Markets I LLC 0.04% New 25,760 $1.8M
Oppenheimer & Co. Inc. 0.03% Add +565.4% 25,696 $1.8M
Rye Brook Capital LLC 2.32% Reduce -49.3% 25,390 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +30.5% 25,305 $1.8M
Pacer Advisors, Inc. 0.00% Add +4.7% 24,542 $1.7M
NorthCoast Asset Management LLC 0.01% Reduce -26.6% 24,377 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +173.2% 23,611 $1.6M
Naviter Wealth, LLC 0.24% Add +4.7% 23,521 $1.6M
Hartford Investment Management Co. 0.05% Reduce -0.9% 22,069 $1.5M
Atria Investments, Inc 0.02% Add +9.3% 21,776 $1.5M
Mariner, LLC 0.00% Add +29.3% 21,676 $1.5M
Crossmark Global Holdings, Inc. 0.03% Reduce -1.0% 21,344 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -2.4% 19,829 $1.4M
Baillie Gifford & Co. 0.00% Add +12.9% 19,715 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -3.0% 19,500 $1.4M
Moran Wealth Management, LLC 0.04% Reduce -3.6% 18,453 $1.3M
Quantinno Capital Management LP 0.02% Reduce -23.9% 18,451 $1.3M
Gotham Asset Management 0.02% Add +164.2% 18,399 $1.3M
Two Sigma Advisers, LP 0.00% Add +71.0% 18,300 $1.3M
Heitman Real Estate Securities LLC 0.08% Reduce -81.1% 18,169 $1.3M
Point72 Asia (Singapore) Pte. Ltd. 0.26% New 17,826 $1.2M
Mediolanum International Funds Ltd 0.02% Reduce -8.3% 19,246 $1.2M
New Mexico Educational Retirement Board 0.04% No change 17,388 $1.2M
AlphaQuest LLC 0.16% Add +244571.4% 17,127 $1.2M
Squarepoint Ops LLC 0.00% Reduce -62.0% 17,086 $1.2M
Commerzbank Aktiengesellschaft 0.04% Add +0.6% 17,065 $1.2M
Pathstone Holdings, LLC 0.01% Add +20.1% 16,915 $1.2M
Creative Planning 0.00% Add +7.6% 16,647 $1.2M
Blair William & Co. 0.00% Reduce -2.4% 16,402 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.8% 16,205 $1.1M
Cresset Asset Management, LLC 0.00% Add +80.0% 16,112 $1.1M
Jamison Private Wealth Management, Inc. 0.18% Add +2.9% 15,527 $1.1M
NJ State Employees Deferred Compensation Plan 0.13% No change 15,000 $1.0M
Diversified Trust Co. 0.03% Add +27.9% 14,951 $1.0M
Fox Run Management, L.L.C. 0.19% New 14,791 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -23.7% 14,750 $1.0M
Two Sigma Investments, LP 0.00% Add +0.2% 14,683 $1.0M
Prelude Capital Management, LLC 0.09% Add +60.5% 14,671 $1.0M
Exencial Wealth Advisors, LLC 0.04% Reduce -12.6% 14,599 $1.0M
Aviva PLC 0.00% Add +1.1% 14,452 $1.0M
Rakuten Investment Management, Inc. 0.01% Add +55.4% 14,631 $999K
Snowden Capital Advisors LLC 0.03% Add +0.3% 14,410 $999K
RB Capital Management, LLC 0.27% Reduce -2.3% 14,344 $995K
Kingswood Wealth Advisors, LLC 0.09% Add +49.3% 14,138 $980K
Lombard Odier Asset Management (Switzerland) SA 0.10% Add +2.2% 14,122 $979K
Chicago Partners Investment Group LLC 0.04% Add +0.1% 13,886 $966K
Vinva Investment Management Ltd 0.05% Add +6.2% 13,922 $951K
Marshall Wace, LLP 0.00% Reduce -89.3% 13,540 $939K
Fiduciary Trust Co 0.01% Reduce -8.9% 13,433 $931K
Ostrum Asset Management 0.08% Reduce -7.2% 12,981 $900K
Truist Financial Corp. 0.00% Add +2.3% 12,768 $885K
Ritholtz Wealth Management 0.03% New 12,589 $873K
NEOS Investment Management LLC 0.04% Add +46.5% 12,554 $862K
Entropy Technologies, LP 0.09% Reduce -53.5% 12,318 $854K
Citadel Advisors 0.00% Reduce -20.7% 12,214 $847K
Keeley-Teton Advisors, LLC 0.11% Add +0.4% 12,093 $838K
Bokf, NA 0.01% Reduce -4.0% 11,967 $830K
HighTower Advisors, LLC 0.00% Reduce -1.8% 12,031 $827K
Tower Research Capital LLC (TRC) 0.01% Reduce -4.6% 11,910 $826K
Commerce Bank 0.01% Reduce -0.3% 11,858 $822K
Paloma Partners Management Co 0.09% New 11,594 $804K
Cubist Systematic Strategies, LLC 0.01% New 11,580 $803K
Sanctuary Advisors, LLC 0.01% — 12,218 $796K
Haverford Trust Co 0.01% New 11,462 $795K
Lockheed Martin Investment Management Co. 0.04% Reduce -37.7% 11,210 $777K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -2.3% 11,123 $771K
First Trust Direct Indexing L.P. 0.05% Add +20.3% 11,081 $768K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 10,974 $761K
IRON Financial LLC 0.42% Add +1.0% 10,886 $755K
iA Global Asset Management Inc. 0.01% Add +3.7% 10,866 $753K
Brown Advisory Inc. 0.00% Add +2.9% 10,798 $749K
PGGM Investments 0.01% Add +56.1% 10,736 $744K
Boothbay Fund Management, LLC 0.03% New 10,677 $740K
Atom Investors LP 0.07% New 10,675 $740K
Conning Inc. 0.03% Reduce -73.4% 10,576 $733K
United Capital Financial Advisors, LLC 0.01% Add +3.2% 10,351 $718K
Wolverine Trading, LLC 0.01% Add +168.5% 10,153 $704K
Horizon Family Wealth, Inc. 0.53% Add +1.1% 10,034 $696K
Campbell & CO Investment Adviser LLC 0.06% Add +50.8% 9,826 $681K
Convergence Investment Partners, LLC 0.20% New 9,641 $669K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -6.1% 9,409 $652K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +8.0% 9,402 $652K
Arkadios Wealth Advisors 0.04% Reduce -0.1% 9,153 $635K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -48.9% 8,982 $623K
Global Wealth Management Investment Advisory, Inc. 0.14% Add +3.6% 8,945 $620K
GeoWealth Management, LLC 0.03% Add +122.6% 8,755 $607K
Donoghue Forlines LLC 0.17% New 8,510 $590K
Cornerstone Advisors, LLC 0.02% Reduce -29.8% 8,500 $589K
Fiduciary Group, LLC 0.06% No change 8,447 $586K
Synovus Financial Corp. 0.01% Reduce -1.1% 8,406 $583K
Engineers Gate Manager LP 0.01% Reduce -65.1% 8,311 $576K
Latash Investments, LLC 0.46% No change 8,226 $570K
Ameritas Advisory Services, LLC 0.02% Add +18.4% 8,159 $566K
Bull Street Advisors, LLC 0.27% No change 8,122 $563K
Inspire Advisors, LLC 0.07% Reduce -0.8% 8,069 $559K
Qtron Investments LLC 0.08% No change 8,051 $558K
Kintegral Advisory, LLC 0.05% Reduce -2.4% 8,018 $556K
Okabena Investment Services Inc. 0.17% Reduce -25.8% 7,950 $551K
Catalyst Funds Management Pty Ltd 0.15% Add +1216.7% 7,900 $548K
Park Avenue Securities LLC 0.01% Add +27.1% 7,764 $538K
Investment Management Corp of Ontario 0.01% Add +32.6% 7,730 $536K
Probity Advisors, Inc. 0.11% Add +1.2% 7,720 $535K
Wealth Alliance, LLC 0.07% Add +18.5% 7,660 $531K
Exchange Traded Concepts, LLC 0.01% Reduce -2.4% 7,544 $523K
LVW Advisors, LLC 0.08% Add +21.4% 7,476 $518K
Gateway Investment Advisers LLC 0.01% New 7,337 $509K
Delta Investment Management, LLC 0.11% Reduce -52.0% 7,307 $507K
Saturna Capital Corp. 0.01% Add +10.5% 7,260 $503K
Cornercap Investment Counsel Inc. 0.08% Reduce -1.3% 7,196 $499K
Nebula Research & Development LLC 0.08% New 7,122 $494K
Praxis Investment Management Inc. 0.03% No change 7,500 $483K
Sumitomo Life Insurance Co. 0.01% Reduce -11.9% 6,823 $473K
Keybank National Association 0.00% Reduce -0.1% 6,705 $465K
Holocene Advisors, LP 0.00% New 6,678 $463K
Fifth Third Bancorp 0.00% Add +8.0% 6,560 $455K
Clifford Swan Investment Counsel LLC 0.02% No change 6,409 $444K
Empowered Funds, LLC 0.01% Add +12.8% 6,340 $435K
Mill Capital Management, LLC 0.04% No change 6,250 $433K
Capstone Investment Advisors, LLC 0.02% Add +0.8% 6,198 $430K
Waterloo Capital, L.P. 0.05% New 6,190 $429K
Indiana Trust & Investment Management Co 0.16% No change 6,134 $425K
Carmel Capital Partners, LLC 0.18% Add +4.0% 6,124 $425K
Independent Financial Group, LLC 0.02% No change 6,033 $418K
Avior Wealth Management, LLC 0.02% Reduce -1.4% 6,011 $417K
Summit Place Financial Advisors, LLC 0.25% No change 6,000 $416K
First Affirmative Financial Network 0.29% Reduce -3.6% 5,984 $415K
Groupama Asset Managment 0.01% Add +2.2% 5,891 $408K
Raymond James Trust N.A. 0.01% Add +2.1% 5,846 $405K
Federation des caisses Desjardins du Quebec 0.00% Add +22.7% 5,823 $404K
Howland Capital Management LLC 0.02% No change 5,779 $401K
Kestra Advisory Services, LLC 0.00% Add +7.0% 5,740 $398K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -1.1% 5,490 $383K
GAMMA Investing LLC 0.05% Add +44.9% 5,518 $383K
Mystic Asset Management, Inc. 0.15% No change 5,450 $378K
Versor Investments LP 0.07% New 5,406 $375K
Horizon Investments, LLC 0.01% Add +1.6% 5,453 $374K
Frank, Rimerman Advisors LLC 0.03% Add +34.0% 5,384 $373K
Profund Advisors LLC 0.01% Add +2.6% 5,340 $370K
Cambria Investment Management, L.P. 0.02% Add +10.5% 5,349 $367K
Peapack Gladstone Financial Corp. 0.01% Add +0.0% 5,227 $363K
NewEdge Advisors, LLC 0.00% Add +0.6% 5,154 $357K
Longfellow Investment Management Co. LLC 0.09% Add +0.7% 5,140 $356K
Focus Partners Wealth 0.00% New 5,098 $353K
Kapitalo Investimentos Ltda 0.11% New 5,075 $352K
Neville Rodie & Shaw Inc. 0.03% Reduce -37.5% 5,000 $347K
Moody National Bank Trust Division 0.03% No change 5,000 $347K
Nomura Holdings Inc. 0.00% New 4,987 $346K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.6% 4,975 $345K
Cerity Partners LLC 0.00% Reduce -21.0% 4,975 $345K
Consolidated Portfolio Review Corp 0.08% Reduce -1.6% 4,974 $345K
Chase Investment Counsel Corp. 0.12% New 4,932 $341K
Transamerica Financial Advisors, LLC 0.04% No change 4,851 $337K
IHT Wealth Management, LLC 0.01% Reduce -11.3% 4,829 $335K
AE Wealth Management LLC 0.00% New 4,634 $321K
J. W. Coons Advisors, LLC 0.06% No change 4,574 $317K
Janney Montgomery Scott LLC 0.00% Add +15.0% 4,528 $314K
Wynn Capital, LLC 0.22% No change 4,362 $302K
Oak Asset Management, LLC 0.11% No change 4,359 $302K
Prudential PLC 0.00% No change 4,348 $301K
Roger Wittlin Investment Advisory, LLC 0.19% Add +1.1% 4,320 $300K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 4,288 $297K
Two Sigma Securities, LLC 0.01% New 4,276 $296K
Natixis 0.00% Reduce -97.8% 4,272 $296K
Walleye Trading LLC 0.01% Reduce -75.0% 4,179 $290K
MAI Capital Management 0.00% Add +4.2% 4,175 $290K
Machina Capital S.A.S. 0.13% New 4,169 $289K
Klingman & Associates, LLC 0.02% Reduce -17.9% 4,168 $289K
MML Investors Services, LLC 0.00% Add +5.2% 4,125 $286K
GTS Securities LLC 0.01% Add +5.6% 4,117 $285K
Firethorn Wealth Partners, LLC 0.15% Add +0.5% 3,907 $271K
V-Square Quantitative Management LLC 0.04% Add +10.0% 3,867 $268K
Cigna Investments Inc. 0.05% No change 3,854 $267K
Merit Financial Group, LLC 0.01% New 3,828 $265K
Choreo, LLC 0.00% New 3,890 $265K
Siemens Fonds Invest GmbH 0.02% No change 3,822 $265K
Ellevest, Inc. 0.02% New 3,783 $262K
Garner Asset Management Corp 0.10% Add +1.5% 3,779 $262K
Dark Forest Capital Management LP 0.05% New 3,754 $260K
Jump Financial, LLC 0.01% Reduce -58.5% 3,747 $260K
Baron Wealth Management LLC 0.13% Add +3.0% 3,687 $256K
C2C Wealth Management, LLC 0.25% No change 3,682 $255K
Ieq Capital, LLC 0.00% Add +3.6% 3,667 $254K
American Investment Services, Inc. 0.04% Reduce -6.2% 3,635 $252K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.5% 3,629 $252K
Thomasville National Bank 0.02% New 3,600 $250K
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.2% 3,560 $247K
Checchi Capital Advisers, LLC 0.02% Add +4.5% 3,522 $244K
Henshaw Capital LLC 0.01% No change 3,500 $243K
Savvy Advisors, Inc. 0.08% Add +0.9% 3,499 $243K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -3.3% 3,566 $239K
Pasadena Private Wealth, LLC 0.05% Reduce -14.4% 3,389 $235K
Greenleaf Trust 0.00% New 3,360 $233K
Coldstream Capital Management Inc. 0.01% New 3,350 $232K
Successful Portfolios LLC 0.16% Reduce -1.8% 3,315 $230K
Landscape Capital Management, L.L.C. 0.02% New 3,277 $227K
Private Advisor Group, LLC 0.00% New 3,276 $227K
Bessemer Group Inc. 0.00% Reduce -0.7% 3,255 $225K
Acorn Wealth Advisors, LLC 0.11% No change 3,228 $224K
Napa Wealth Management 0.15% New 3,202 $222K
Gilman Hill Asset Management, LLC 0.04% New 3,200 $222K
Nilsine Partners, LLC 0.03% New 3,149 $218K
Hanson & Doremus Investment Management 0.04% No change 3,127 $217K
Assenagon Asset Management S.A. 0.00% New 3,093 $214K
Modera Wealth Management, LLC 0.00% New 3,078 $213K
Phoenix Financial Ltd. 0.00% New 3,106 $213K
Parallel Advisors, LLC 0.01% Add +46.8% 3,051 $212K
Summitry LLC 0.01% New 3,000 $208K
First Citizens Bank & Trust Co. 0.00% New 3,000 $208K
Doheny Asset Management 0.15% New 3,000 $208K
Compound Planning, Inc. 0.02% New 2,957 $205K
Rinkey Investments 0.07% New 2,952 $205K
Dorsey & Whitney Trust CO LLC 0.01% New 2,899 $201K
Huntington National Bank 0.00% Add +2.9% 2,870 $199K
Cwm, LLC 0.00% Add +1.4% 2,696 $187K
Rothschild Investment LLC 0.01% Add +1.4% 2,592 $180K
Picton Mahoney Asset Management 0.01% New 2,520 $175K
Motco 0.01% Add +12.9% 2,507 $174K
Signaturefd, LLC 0.00% Reduce -9.9% 2,361 $164K
HM Payson & Co. 0.00% No change 2,202 $153K
North Star Investment Management Corp. 0.01% Add +0.3% 2,180 $151K
Coppell Advisory Solutions LLC 0.02% — 2,105 $146K
Optimum Investment Advisors 0.06% No change 2,000 $139K
Quent Capital, LLC 0.01% New 1,878 $130K
Whittier Trust Co. 0.00% Add +12.4% 1,826 $127K
Tobam 0.02% Reduce -30.1% 1,775 $123K
Elevation Wealth Partners, LLC 0.06% No change 1,689 $117K
Y.D. More Investments Ltd 0.01% New 1,678 $116K
Raffa Wealth Management, LLC 0.03% No change 1,577 $109K
Glen Eagle Advisors, LLC 0.02% Reduce -17.3% 1,557 $108K
Blue Trust, Inc. 0.00% Add +968.1% 1,677 $106K
Principal Securities, Inc. 0.00% Add +116.1% 1,500 $104K
Farther Finance Advisors, LLC 0.00% Add +25.1% 1,479 $101K
State of Wyoming 0.02% Reduce -11.7% 1,434 $99K
Lazard Asset Management LLC 0.00% No change 1,377 $95K
Federated Hermes, Inc. 0.00% Reduce -35.1% 1,309 $91K
Manchester Capital Management LLC 0.01% Add +0.1% 1,298 $90K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 1,280 $89K
Delta Asset Management LLC 0.01% No change 1,280 $89K
Muzinich & Co., Inc. 0.07% No change 1,256 $87K
EverSource Wealth Advisors, LLC 0.01% Add +103.0% 1,212 $84K
Montag A & Associates Inc. 0.00% No change 1,214 $84K
Covestor Ltd 0.05% Reduce -29.6% 1,213 $84K
Alta Advisers Ltd 0.04% No change 1,200 $83K
Quadrant Capital Group LLC 0.01% Add +19.4% 1,181 $82K
Cromwell Holdings LLC 0.05% — 1,101 $76K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -26.7% 1,036 $72K
Family Firm, Inc. 0.02% New 1,023 $71K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,006 $70K
Smithfield Trust Co 0.00% Reduce -19.4% 1,000 $69K
CIBC Private Wealth Group LLC 0.00% Reduce -3.0% 958 $65K
First Command Advisory Services, Inc. 0.00% No change 900 $62K
SYSTM Wealth Solutions LLC 0.01% Reduce -11.1% 874 $61K
Bear Mountain Capital, Inc. 0.02% No change 890 $60K
Global X Japan Co., Ltd. 0.01% New 817 $57K
Northwestern Mutual Wealth Management Co. 0.00% Add +32.7% 811 $56K
EntryPoint Capital, LLC 0.03% New 799 $55K
Legacy Bridge, LLC 0.03% No change 738 $51K
Loomis Sayles & Co. L P 0.00% Add +2.1% 731 $51K
Cullen/Frost Bankers, Inc. 0.00% New 720 $50K
Mather Group, Llc. 0.00% Add +388.1% 781 $49K
Richardson Financial Services Inc. 0.03% No change 650 $45K
Lindbrook Capital, LLC 0.00% Add +20.6% 620 $43K
TD Private Client Wealth LLC 0.00% Add +27.5% 612 $42K
West Branch Capital LLC 0.02% No change 600 $42K
Boyd Watterson Asset Management LLC 0.01% No change 600 $42K
Parkside Financial Bank & Trust 0.01% Reduce -50.4% 559 $39K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -52.0% 555 $38K
HHM Wealth Advisors, LLC 0.01% Add +146.6% 550 $38K
AdvisorNet Financial, Inc 0.00% Reduce -3.5% 547 $38K
Allworth Financial LP 0.00% Reduce -2.9% 539 $38K
Voisard Asset Management Group, Inc. 0.02% No change 535 $37K
Financial Avengers, Inc. 0.02% Add +1.1% 526 $36K
MassMutual Private Wealth & Trust, FSB 0.00% Add +41.9% 525 $36K
FNY Investment Advisers, LLC 0.02% Reduce -24.3% 530 $36K
Salem Investment Counselors Inc. 0.00% No change 500 $35K
Deseret Mutual Benefit Administrators 0.02% Add +20.2% 488 $34K
Paralel Advisors LLC 0.00% Reduce -97.4% 487 $34K
Bruce G. Allen Investments, LLC 0.03% No change 454 $31K
Hollencrest Capital Management 0.00% Add +0.9% 453 $31K
Clearstead Advisors, LLC 0.00% Add +385.7% 442 $31K
CENTRAL TRUST Co 0.00% No change 400 $28K
Ancora Advisors LLC 0.00% No change 400 $28K
Global Retirement Partners, LLC 0.00% Add +5.6% 399 $28K
Spire Wealth Management 0.00% Add +4.5% 394 $27K
Steward Partners Investment Advisory, LLC 0.00% Add +28.9% 357 $25K
Duncker Streett & Co. Inc. 0.00% No change 350 $24K
Leonteq Securities AG 0.00% No change 340 $24K
Janiczek Wealth Management, LLC 0.00% Add +22.9% 328 $23K
Carolinas Wealth Consulting LLC 0.00% Add +1.6% 323 $22K
Lanark Financial, Inc. 0.00% Add +9.0% 328 $22K
Silvant Capital Management LLC 0.00% No change 311 $22K
Perritt Capital Management Inc 0.01% Add +1.3% 307 $21K
UMB Bank, n.a. 0.00% Add +30.8% 280 $19K
First Horizon Advisors, Inc. 0.00% No change 270 $19K
Sandy Spring Bank 0.00% Add +7.2% 268 $19K
Crewe Advisors LLC 0.00% No change 262 $18K
Dynamic Wealth Strategies, LLC 0.02% No change 266 $18K
Gold Investment Management Ltd. 0.01% No change 252 $17K
Private Ocean, LLC 0.00% No change 250 $17K
Annapolis Financial Services, LLC 0.01% No change 233 $16K
Farmers & Merchants Investments Inc. 0.00% No change 228 $16K
Baldwin Wealth Partners LLC 0.00% No change 220 $15K
Versant Capital Management, Inc 0.00% Add +311.5% 214 $15K
Meeder Asset Management Inc. 0.00% New 214 $15K
Venturi Wealth Management, LLC 0.00% Add +342.6% 208 $14K
Harbor Investment Advisory, LLC 0.00% Add +2.0% 204 $14K
Brown, Lisle/Cummings, Inc. 0.00% No change 200 $14K
Independence Bank of Kentucky 0.00% No change 200 $14K
MV Capital Management, Inc. 0.00% Add +12.6% 197 $14K
Operose Advisors LLC 0.00% No change 195 $14K
REAP Financial Group, LLC 0.00% No change 194 $13K
Smartleaf Asset Management LLC 0.00% Reduce -1.0% 196 $13K
GW&K Investment Management, LLC 0.00% Add +40.0% 189 $13K
Beacon Capital Management, LLC 0.00% No change 165 $11K
Rosenberg Matthew Hamilton 0.00% No change 160 $11K
Grove Bank & Trust 0.00% No change 157 $11K
Sound Income Strategies, LLC 0.00% Add +0.7% 143 $10K
West Paces Advisors Inc. 0.00% No change 140 $10K
Private Wealth Management Group, LLC 0.00% No change 133 $9K
Zions Bancorporation, N.A. 0.00% Reduce -29.0% 125 $9K
Semmax Financial Advisors Inc. 0.00% Add +0.8% 121 $9K
Concord Wealth Partners 0.00% Add +14.3% 120 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 111 $8K
CVA Family Office, LLC 0.00% Add +970.0% 107 $7K
Key Financial Inc 0.00% No change 106 $7K
Gradient Investments LLC 0.00% Add +218.8% 102 $7K
Anchor Investment Management, LLC 0.00% No change 100 $7K
CoreCap Advisors, LLC 0.00% No change 100 $7K
IFP Advisors, Inc 0.00% Reduce -8.4% 76 $5K
FinTrust Capital Advisors, LLC 0.00% No change 73 $5K
Geneos Wealth Management Inc. 0.00% No change 69 $5K
Concourse Financial Group Securities, Inc. 0.00% Reduce -29.2% 63 $4K
Red Tortoise LLC 0.00% No change 60 $4K
Raleigh Capital Management Inc. 0.00% Add +10.0% 55 $4K
Tradewinds Capital Management, LLC 0.00% No change 55 $4K
Sachetta, LLC 0.00% Add +1200.0% 52 $4K
Arax Advisory Partners 0.00% New 51 $4K
Adirondack Trust Co. 0.00% No change 50 $3K
Creative Financial Designs Inc. 0.00% No change 46 $3K
Highline Wealth Partners LLC 0.00% New 45 $3K
McIlrath & Eck, LLC 0.00% No change 43 $3K
Financial Management Professionals, Inc. 0.00% Add +28.6% 36 $3K
Private Trust Co. NA 0.00% No change 41 $3K
Abound Wealth Management 0.00% Reduce -7.0% 40 $3K
Cape Investment Advisory, Inc. 0.00% No change 37 $3K
Planning Capital Management Corp 0.00% No change 32 $2K
Fortitude Family Office, LLC 0.00% No change 32 $2K
Opal Wealth Advisors, LLC 0.00% New 32 $2K
WR Wealth Planners, LLC 0.00% Add +1450.0% 31 $2K
Bell Investment Advisors, Inc 0.00% No change 30 $2K
Valley National Advisers Inc. 0.00% Reduce -30.0% 35 $2K
Addison Advisors LLC 0.00% New 28 $2K
Park Place Capital Corp 0.00% No change 28 $2K
Dunhill Financial, LLC 0.00% Add +3.9% 27 $2K
Pacific Center for Financial Services 0.00% New 26 $2K
Castleview Partners, LLC 0.00% No change 23 $2K
Harbour Investments, Inc. 0.00% Add +10.5% 21 $1K
Unique Wealth Strategies, LLC 0.00% New 22 $1K
Ashton Thomas Private Wealth, LLC 0.00% New 20 $1K
Assetmark, Inc. 0.00% New 17 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +100.0% 16 $1K
Aspect Partners, LLC 0.00% No change 15 $1K
Creekmur Asset Management LLC 0.00% New 15 $1K
Avion Wealth 0.00% Add +44.4% 26 $1K
Capital Advisors, Ltd. LLC 0.00% Add +60.0% 16 $1K
Core Alternative Capital 0.00% No change 14 $971
TD Waterhouse Canada Inc. 0.00% New 14 $959
RFP Financial Group LLC 0.00% No change 13 $901
Mattson Financial Services, LLC 0.00% — 13 $901
Nvwm, LLC 0.00% Add +62.5% 13 $901
Aspire Private Capital, LLC 0.00% No change 11 $777
Wetzel Investment Advisors, Inc. 0.00% New 11 $694
Prestige Wealth Management Group LLC 0.00% Reduce -99.9% 6 $417
Cornerstone Planning Group LLC 0.00% New 4 $277
Triad Wealth Partners, LLC 0.00% New 2 $162
TFC Financial Management, Inc. 0.00% No change 2 $139
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $70
Davis Selected Advisers 0.00% Reduce -26.3% 103,015 $0

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