Vivmark ResidentialVMRK

13F holders, Q4 2024 (December 31)
683holders +4
45new positions
68sold out
8famous investors
$71.73avg. 13F price*

At the end of Q4 2024, 683 institutions reported holding Vivmark Residential (VMRK) in their 13F filings, up 4 from Q3 2024. 45 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock, Inc. ($2.9B) and Norges Bank ($2.5B). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Vivmark Residential
Filed as
EQUITY RESIDENTIAL (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions45$95.3M
Exits68$158.0M

All 13F filers, Q3 2024 → Q4 2024: 14,173,294 shares bought and 10,557,977 shares sold, net +3,615,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 683 holders

Vanguard Group Inc. 0.07% Add +0.2% 55,800,991 $4.0B
BlackRock, Inc. 0.06% Add +2.1% 39,936,750 $2.9B
Norges Bank 0.33% Reduce -0.4% 34,746,743 $2.5B
State Street Corp. 0.07% Reduce -0.6% 23,785,750 $1.7B
T. Rowe Price Associates Inc. 0.16% Reduce -1.0% 19,610,561 $1.4B
APG Asset Management US Inc. 6.35% Add +0.5% 11,664,576 $837.0M
Geode Capital Management, LLC 0.05% Add +1.8% 9,519,627 $681.6M
First Eagle Investment Management, LLC 1.49% Reduce -0.3% 9,246,832 $663.6M
Principal Financial Group Inc. 0.31% Add +2.0% 7,897,863 $566.7M
FMR LLC 0.03% Reduce -0.5% 7,707,184 $553.1M
Invesco Ltd. 0.09% Add +11.9% 6,522,442 $468.1M
Northern Trust Corp. 0.07% Add +53.1% 6,476,004 $464.7M
Dimensional Fund Advisors LP 0.09% Add +1.2% 5,224,576 $374.9M
Legal & General Group Plc 0.09% Reduce -4.7% 4,914,162 $352.6M
Resolution Capital Ltd 6.31% Reduce -10.4% 4,891,189 $351.0M
Canada Pension Plan Investment Board 0.33% Reduce -3.8% 4,853,450 $348.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +5.6% 4,497,831 $322.8M
Centersquare Investment Management LLC 3.38% Reduce -2.7% 4,458,033 $319.9M
Macquarie Group Ltd. 0.38% Reduce -11.4% 4,362,554 $312.1M
JPMorgan Chase & Co. 0.02% Add +3.3% 4,210,383 $302.1M
Charles Schwab Investment Management Inc. 0.05% Add +1.5% 4,069,328 $292.0M
Morgan Stanley 0.02% Add +6.5% 3,537,082 $253.8M
Boston Partners 0.26% Add +6.9% 2,933,843 $210.5M
American Century Companies Inc. 0.10% Reduce -10.1% 2,390,725 $171.6M
Bank of New York Mellon Corp 0.03% Add +1.4% 2,340,238 $167.9M
Nuveen Asset Management, LLC 0.04% Add +5.9% 2,137,422 $153.4M
Goldman Sachs Group Inc. 0.03% Add +57.5% 2,064,002 $148.1M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +20.8% 2,011,368 $144.3M
Bank of America Corp. 0.01% Add +5.3% 1,873,833 $134.5M
UBS Group AG 0.03% Add +5.8% 1,840,577 $132.1M
Los Angeles Capital Management LLC 0.50% Reduce -11.6% 1,724,342 $123.7M
Panagora Asset Management Inc. 0.56% Add +3.4% 1,675,921 $120.3M
HSBC Holdings PLC 0.07% Reduce -0.3% 1,575,794 $113.0M
Heitman Real Estate Securities LLC 6.31% Add +227.7% 1,365,388 $98.0M
Deutsche Bank AG 0.04% Add +27.7% 1,275,494 $91.5M
Chai Trust Co. LLC 4.51% No change 1,210,706 $86.9M
Lasalle Investment Management Securities LLC 3.52% Add +79.1% 1,161,137 $83.3M
Pictet Asset Management Holding SA 0.08% Reduce -0.2% 1,094,223 $78.5M
Schroder Investment Management Group 0.07% Reduce -4.2% 1,087,103 $77.4M
Adelante Capital Management LLC 5.10% Reduce -3.8% 1,077,337 $77.3M
Baron Capital (BAMCO) 0.20% Add +55.1% 1,067,763 $76.6M
Prudential Financial Inc. 0.10% Reduce -20.9% 1,066,622 $76.5M
Neuberger Berman Group LLC 0.06% Add +95.1% 1,055,489 $75.7M
Swiss National Bank 0.05% Reduce -4.8% 963,850 $69.2M
Sei Investments Co. 0.08% Reduce -10.2% 876,783 $62.9M
Davis Asset Management, L.P. 2.34% Reduce -20.0% 800,000 $57.4M
CANADA LIFE ASSURANCE Co 0.10% Add +8.8% 767,553 $55.1M
California Public Employees Retirement System 0.04% Add +1.2% 766,894 $55.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +9.8% 762,032 $54.0M
BNP Paribas Financial Markets 0.04% Add +33.2% 752,638 $54.0M
CBRE Investment Management Listed Real Assets LLC 0.96% Reduce -19.4% 747,438 $53.6M
Rhumbline Advisers 0.05% Reduce -0.6% 704,909 $50.6M
Asset Management One Co., Ltd. 0.17% Add +2.6% 696,540 $49.9M
KBC Group NV 0.14% Add +100.9% 691,061 $49.6M
Barclays PLC 0.02% Reduce -15.7% 655,041 $47.0M
Public Employees Retirement System of Ohio 0.15% Reduce -1.5% 624,415 $44.8M
State of Tennessee, Department of Treasury 0.16% Reduce -5.8% 620,518 $44.5M
Robeco Institutional Asset Management B.V. 0.08% Reduce -0.7% 615,800 $44.2M
Amundi 0.01% Reduce -45.0% 639,804 $43.2M
California State Teachers Retirement System 0.05% Add +8.6% 588,059 $42.2M
Nomura Asset Management Co. Ltd. 0.12% Add +4.2% 552,780 $39.7M
Manufacturers Life Insurance Company, The 0.03% Reduce -3.6% 519,772 $37.3M
National Pension Service 0.04% Reduce -6.7% 517,090 $37.1M
Royal Bank of Canada 0.01% Reduce -14.2% 511,441 $36.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +119.8% 483,753 $34.7M
Ameriprise Financial Inc. 0.01% Add +5.5% 477,452 $34.3M
Alliancebernstein L.P. 0.01% Reduce -4.7% 455,450 $32.7M
Edmond DE Rothschild Holding S.A. 0.56% New 455,187 $32.7M
APG Asset Management N.V. 0.08% Add +75.0% 431,100 $29.9M
Bank of Montreal 0.01% Reduce -1.8% 408,754 $29.3M
State Board of Administration of Florida Retirement System 0.05% Reduce -7.0% 400,195 $28.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% — 384,398 $27.6M
Healthcare of Ontario Pension Plan Trust Fund 0.06% No change 368,000 $26.4M
Russell Investments Group, Ltd. 0.04% Reduce -8.5% 359,200 $25.8M
Starwood Capital Group Management, L.L.C. 14.89% Add +26.2% 339,338 $24.4M
Aew Capital Management L P 1.16% Add +4.4% 334,731 $24.0M
Alyeska Investment Group, L.P. 0.09% Add +1568.2% 332,434 $23.9M
Seven Post Investment Office LP 8.63% Add +0.7% 314,063 $22.5M
Hazelview Securities Inc. 4.11% — 329,480 $22.5M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -3.8% 311,344 $22.3M
Korea Investment CORP 0.05% Add +6.7% 299,901 $21.5M
Clearbridge Investments, LLC 0.02% Reduce -2.9% 293,425 $21.1M
Wells Fargo & Company 0.01% Add +0.6% 292,693 $21.0M
Allianz Asset Management GmbH 0.03% Reduce -15.7% 291,972 $21.0M
Investure, LLC 1.23% Add +10.2% 290,699 $20.9M
Storebrand Asset Management As 0.06% Add +9.8% 279,525 $20.1M
Worldquant Millennium Advisors LLC 0.13% Reduce -14.2% 277,001 $19.9M
Retirement Systems of Alabama 0.07% Reduce -0.6% 271,230 $19.5M
FIL Ltd 0.02% Add +113.2% 269,654 $19.4M
Aberdeen Group plc 0.04% Add +12.1% 263,083 $18.8M
Employees Retirement System of Texas 0.19% Add +24.0% 258,020 $18.5M
STRS Ohio 0.07% Reduce -10.8% 257,029 $18.4M
KLP Kapitalforvaltning As 0.08% — 249,394 $17.9M
Handelsbanken Fonder AB 0.07% Add +16.1% 248,570 $17.8M
Lansforsakringar Fondforvaltning AB (publ) 0.07% — 239,504 $17.2M
New York State Teachers Retirement System 0.04% Reduce -16.5% 233,772 $16.8M
National Bank of Canada 0.02% Reduce -52.9% 231,789 $16.6M
Presima Securities ULC 4.08% Reduce -14.3% 231,187 $16.6M
New York State Common Retirement Fund 0.02% Reduce -2.6% 228,532 $16.4M
Citigroup Inc. 0.02% Reduce -20.4% 227,488 $16.3M
First Trust Advisors LP 0.01% Add +13.0% 227,461 $16.3M
State of Wisconsin Investment Board 0.04% Reduce -15.7% 222,631 $16.0M
State of Alaska, Department of Revenue 0.18% Reduce -7.9% 221,175 $15.9M
Sophron Capital Management L.P. 6.19% — 218,269 $15.7M
Voya Investment Management LLC 0.02% Reduce -28.1% 214,022 $15.4M
Aviva PLC 0.04% Add +1336.1% 207,025 $14.9M
Envestnet Asset Management Inc. 0.00% Add +19.4% 203,612 $14.6M
Qube Research & Technologies Ltd 0.02% Reduce -72.1% 200,616 $14.4M
Danske Bank A/S 0.04% Add +17.7% 199,036 $14.3M
Caisse de depot et placement du Quebec 0.03% Add +194.4% 196,274 $14.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +39.3% 195,479 $14.0M
TD Asset Management Inc 0.01% Add +15.9% 194,381 $13.9M
Raymond James Financial Inc. 0.01% — 193,991 $13.9M
Renaissance Technologies 0.02% Reduce -3.5% 193,300 $13.9M
Resona Asset Management Co.,Ltd. 0.08% Add +1.8% 189,863 $13.6M
Royal London Asset Management Ltd. 0.03% Add +7.9% 187,126 $13.4M
Toronto Dominion Bank 0.03% Add +7.5% 182,560 $13.1M
Franklin Resources Inc. 0.00% Reduce -0.1% 182,115 $13.1M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.0% 179,983 $12.9M
QRG Capital Management, Inc. 0.13% Add +55.2% 171,366 $12.3M
Treasurer of the State of North Carolina 0.05% Reduce -25.8% 170,474 $12.2M
Van Eck Associates Corp. 0.02% Reduce -0.1% 165,057 $11.8M
Mercer Global Advisors Inc. 0.03% Add +80.0% 163,143 $11.7M
Cibc World Market Inc. 0.03% Add +10.1% 162,839 $11.7M
Daiwa Securities Group Inc. 0.05% Add +1.4% 161,777 $11.6M
Land & Buildings Investment Management, LLC 2.31% New 158,729 $11.4M
Susquehanna International Group, LLP 0.02% Add +75.9% 157,600 $11.3M
Nisa Investment Advisors, LLC 0.04% Reduce -5.7% 156,567 $11.2M
State of New Jersey Common Pension Fund D 0.05% Add +3.0% 156,083 $11.2M
Cibc World Markets Corp. 0.06% Add +12.3% 153,229 $11.0M
Vert Asset Management LLC 3.69% Add +7.5% 150,245 $10.8M
Varma Mutual Pension Insurance Co 0.08% Reduce -4.5% 150,100 $10.8M
DekaBank Deutsche Girozentrale 0.02% No change 151,975 $10.7M
IFM Investors Pty Ltd 0.11% Reduce -5.1% 148,766 $10.7M
UniSuper Management Pty Ltd 0.07% Add +6.0% 143,221 $10.3M
AQR Capital Management 0.01% Reduce -9.8% 141,610 $10.2M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +0.6% 142,274 $10.1M
Tidal Investments LLC 0.08% Add +9.1% 141,023 $10.0M
Forsta Ap-Fonden 0.07% Add +43.0% 134,400 $9.6M
Masterton Capital Management, LP 5.46% Reduce -4.7% 134,300 $9.6M
Sienna Gestion 0.62% New 128,784 $9.2M
Lighthouse Investment Partners, LLC 0.35% New 126,000 $9.0M
Andra AP-fonden 0.14% Reduce -43.4% 121,600 $8.7M
Carronade Capital Management, LP 1.62% Add +8.5% 118,981 $8.5M
Candriam S.C.A. 0.05% Add +10.3% 118,708 $8.5M
Cookson Peirce & Co. Inc. 0.38% Add +0.2% 117,016 $8.4M
Victory Capital Management Inc. 0.01% Reduce -9.8% 116,521 $8.4M
Vestcor Inc 0.28% Add +2.9% 116,042 $8.3M
Illinois Municipal Retirement Fund 0.12% Reduce -10.2% 115,907 $8.3M
Makena Capital Management LLC 1.34% Reduce -17.7% 115,389 $8.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +6.3% 112,932 $8.1M
Quinn Opportunity Partners LLC 0.58% No change 111,998 $8.0M
Coronation Fund Managers Ltd. 0.46% Reduce -23.1% 109,376 $7.8M
Waterfront Capital Partners, LLC 1.41% New 105,285 $7.6M
Contravisory Investment Management, Inc. 1.59% Add +0.7% 103,872 $7.5M
Alberta Investment Management Corp 0.05% Reduce -6.0% 103,560 $7.4M
HGI Capital Management, LLC 7.58% Reduce -5.7% 102,725 $7.4M
Jones Financial Companies LLLP 0.01% Add +56.8% 102,229 $7.3M
MetLife Investment Management, LLC 0.04% Add +1.3% 101,026 $7.2M
Quantinno Capital Management LP 0.07% Add +328.6% 100,831 $7.2M
Davis Selected Advisers 0.04% Reduce -0.6% 100,455 $7.2M
American Assets Investment Management, LLC 0.58% No change 100,000 $7.2M
State of Michigan Retirement System 0.04% Add +0.7% 99,625 $7.1M
Arizona State Retirement System 0.04% Add +1.4% 99,109 $7.1M
Sarasin & Partners LLP 0.08% Reduce -1.1% 97,124 $7.0M
NFJ Investment Group, LLC 0.22% Reduce -0.5% 96,032 $6.9M
Ensign Peak Advisors, Inc 0.01% Add +17.2% 94,557 $6.8M
GSI Capital Advisors LLC 3.47% Reduce -0.1% 91,494 $6.6M
Vident Advisory, LLC 0.12% Add +24.1% 91,382 $6.6M
Nissay Asset Management Corp. /Japan 0.04% Add +2.2% 90,622 $6.5M
Credit Agricole S A 0.02% Add +722.7% 89,880 $6.4M
Corient Private Wealth LP 0.01% Reduce -3.7% 89,342 $6.4M
Public Sector Pension Investment Board 0.03% Add +49.1% 88,572 $6.4M
Adage Capital Partners Gp, L.L.C. 0.01% New 86,882 $6.2M
New Age Alpha Advisors, LLC 0.25% Add +40099.1% 84,418 $6.1M
ProShare Advisors LLC 0.01% Add +7.4% 83,759 $6.0M
Corebridge Financial, Inc. 0.03% Reduce -4.6% 81,095 $5.8M
USS Investment Management Ltd 0.04% Reduce -25.1% 80,545 $5.8M
Citadel Advisors 0.01% Add +2896.3% 79,401 $5.7M
Natixis Advisors, LLC 0.01% Add +7.0% 78,886 $5.7M
Perigon Wealth Management, LLC 0.14% Add +1.0% 80,415 $5.6M
O'shaughnessy Asset Management, LLC 0.05% Add +2.4% 77,973 $5.6M
Capital Fund Management S.A. 0.06% New 77,833 $5.6M
D. E. Shaw & Co. 0.01% Reduce -70.8% 76,386 $5.5M
Allstate Corp. 0.16% Reduce -10.3% 75,059 $5.4M
Czech National Bank 0.05% Add +6.5% 74,027 $5.3M
Achmea Investment Management B.V. 0.09% Add +20.9% 73,670 $5.3M
Janus Henderson Group PLC 0.00% Add +1.1% 70,910 $5.1M
Squarepoint Ops LLC 0.01% Reduce -34.2% 70,757 $5.1M
Holocene Advisors, LP 0.02% Add +7.7% 70,294 $5.0M
Amalgamated Bank 0.04% Reduce -0.1% 68,891 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.2% 67,809 $4.9M
BDF-Gestion 0.50% Reduce -25.8% 67,540 $4.8M
Riverview Capital Advisers, LLC 1.45% Reduce -0.1% 67,191 $4.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +14.8% 65,340 $4.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -41.1% 63,817 $4.6M
Ilmarinen Mutual Pension Insurance Co 0.04% Add +36.5% 63,600 $4.6M
Coldstream Capital Management Inc. 0.10% Add +1.7% 62,557 $4.5M
DNB Asset Management AS 0.02% Add +0.6% 62,532 $4.5M
Utah Retirement Systems 0.05% No change 62,468 $4.5M
U.S. Capital Wealth Advisors, LLC 0.14% Add +4.2% 61,971 $4.4M
LPL Financial LLC 0.00% Add +5.9% 60,899 $4.4M
Texas Yale Capital Corp. 0.17% Reduce -14.6% 60,368 $4.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -31.7% 60,166 $4.3M
TCW Group Inc. 0.04% Add +0.2% 59,420 $4.3M
CIBC Private Wealth Group LLC 0.01% Add +0.1% 63,050 $4.3M
Wellington Management Group LLP 0.00% Reduce -11.3% 57,093 $4.1M
CI Investments Inc. 0.02% Reduce -28.9% 57,082 $4.1M
Westpac Banking Corp. 0.27% Reduce -13.4% 56,916 $4.1M
TAP Consulting, LLC 0.83% Reduce -0.9% 56,463 $4.1M
Metis Global Partners, LLC 0.12% Add +9.1% 55,824 $4.0M
Aurora Investment Managers, LLC. 2.49% Add +5.3% 55,308 $4.0M
Police & Firemen's Retirement System of New Jersey 0.04% — 54,648 $3.9M
Pensionfund PDN 2.43% Reduce -19.2% 54,556 $3.9M
Ar Asset Management Inc. 0.90% No change 54,500 $3.9M
Yousif Capital Management, LLC 0.04% Reduce -3.6% 54,310 $3.9M
CIBC Asset Management Inc 0.01% Add +4.7% 53,221 $3.8M
Xponance LLC 0.03% Add +3.2% 52,556 $3.8M
Nan Fung Trinity (hk) Ltd. 0.77% Reduce -2.2% 52,500 $3.8M
Susquehanna Fundamental Investments, LLC 0.06% — 50,972 $3.7M
Nomura Holdings Inc. 0.02% New 50,884 $3.7M
New York Life Investment Management LLC 0.04% Reduce -46.6% 50,607 $3.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +7.3% 50,789 $3.6M
Crestline Management, L.P. 0.13% New 50,367 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -5.7% 50,002 $3.6M
PNC Financial Services Group, Inc. 0.00% Reduce -17.4% 49,772 $3.6M
Mackenzie Financial Corp. 0.00% Reduce -0.4% 48,095 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -12.0% 47,959 $3.4M
Bank of Nova Scotia 0.01% Reduce -3.0% 47,387 $3.4M
Stifel Financial Corp. 0.00% Reduce -0.4% 46,417 $3.3M
Cetera Investment Advisers 0.01% Add +3.7% 46,010 $3.3M
Soltis Investment Advisors LLC 0.31% Add +6.0% 45,932 $3.3M
Bessemer Group Inc. 0.01% Add +0.1% 45,227 $3.2M
Rafferty Asset Management, LLC 0.01% Reduce -7.3% 44,931 $3.2M
Martingale Asset Management L P 0.08% Reduce -15.5% 44,688 $3.2M
Teacher Retirement System of Texas 0.01% Reduce -0.9% 44,628 $3.2M
LGT Capital Partners LTD. 0.12% Reduce -40.7% 43,660 $3.1M
Voloridge Investment Management, LLC 0.01% Reduce -85.4% 43,617 $3.1M
ING Groep NV 0.02% Reduce -4.4% 43,606 $3.1M
M&T Bank Corp 0.01% Reduce -2.1% 42,106 $3.0M
AXA S.A. 0.01% Reduce -7.2% 41,380 $3.0M
Mutual of America Capital Management LLC 0.03% Reduce -2.6% 40,899 $2.9M
Millennium Management 0.00% Reduce -95.5% 40,712 $2.9M
Ethic Inc. 0.06% Add +51.4% 39,513 $2.8M
Vanderbilt University 0.54% Add +2.5% 38,098 $2.7M
Inspire Investing, LLC 0.30% Reduce -6.1% 37,915 $2.7M
Nicola Wealth Management LTD. 0.25% Add +59.2% 25,198 $2.6M
Canada Post Corp Registered Pension Plan 0.15% — 35,810 $2.6M
Elo Mutual Pension Insurance Co 0.05% Add +12.4% 34,053 $2.4M
Azzad Asset Management Inc. 0.47% Add +4.5% 33,994 $2.4M
Guggenheim Capital LLC 0.02% Reduce -76.6% 33,421 $2.4M
Beacon Pointe Advisors, LLC 0.03% Reduce -0.1% 32,932 $2.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.3% 32,755 $2.4M
Nordea Investment Management AB 0.00% Add +3.1% 32,658 $2.3M
Spirit of America Management Corp. 0.47% Add +3.8% 32,415 $2.3M
Portfolio Design Labs, LLC 0.48% Add +32.4% 32,378 $2.3M
Mizuho Securities USA LLC 0.04% Add +46.3% 32,359 $2.3M
Vanguard Personalized Indexing Management, LLC 0.03% Add +7.2% 32,149 $2.3M
Baird Financial Group, Inc. 0.00% Add +0.9% 31,462 $2.3M
US Bancorp \de 0.00% Add +0.7% 31,433 $2.3M
Norinchukin Bank, The 0.05% Add +3.7% 30,757 $2.2M
Fisher Funds Management LTD 0.05% — 30,915 $2.2M
Erste Asset Management GmbH 0.03% No change 30,000 $2.1M
Ossiam 0.04% Add +3.8% 29,565 $2.1M
Wealthfront Advisers LLC 0.01% Add +9.1% 29,502 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% No change 29,438 $2.1M
Oregon Public Employees Retirement Fund 0.04% Add +0.4% 29,280 $2.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -6.8% 29,008 $2.1M
Orion Portfolio Solutions, LLC 0.02% Reduce -6.8% 29,008 $2.1M
Pacer Advisors, Inc. 0.00% Add +12.5% 28,478 $2.0M
Gulf International Bank (UK) Ltd 0.05% Reduce -0.9% 28,119 $2.0M
Landscape Capital Management, L.L.C. 0.21% Add +50.5% 27,950 $2.0M
Pensionfund Sabic 0.52% No change 27,853 $2.0M
Avanza Fonder AB 0.06% — 27,828 $2.0M
Sanctuary Advisors, LLC 0.01% Add +35.5% 28,121 $2.0M
Twin Capital Management Inc. 0.21% Reduce -1.1% 26,733 $1.9M
Gotham Asset Management 0.02% Add +37.4% 26,645 $1.9M
GAMCO Investors 0.02% Reduce -3.7% 26,100 $1.9M
Avantax Advisory Services, Inc. 0.01% Add +1.4% 25,842 $1.9M
Swedbank AB 0.00% No change 25,654 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -1.1% 25,246 $1.8M
Mariner, LLC 0.00% Add +5.7% 25,231 $1.8M
Oppenheimer & Co. Inc. 0.03% Add +4.4% 24,682 $1.8M
DoubleLine ETF Adviser LP 0.48% Add +1.0% 24,542 $1.8M
Naviter Wealth, LLC 0.21% Add +9.9% 24,416 $1.8M
Captrust Financial Advisors 0.00% Reduce -4.4% 23,923 $1.7M
Kentucky Retirement Systems 0.05% Reduce -1.4% 23,445 $1.7M
Natixis 0.01% Reduce -32.2% 23,422 $1.7M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -12.7% 23,287 $1.7M
Creative Planning 0.00% Add +26.4% 22,697 $1.6M
Sterling Capital Management LLC 0.02% Add +55.5% 22,389 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -10.3% 21,566 $1.5M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.2% 21,405 $1.5M
Hartford Investment Management Co. 0.05% Reduce -1.9% 21,002 $1.5M
Summit Place Financial Advisors, LLC 0.85% Add +9.7% 20,885 $1.5M
NEOS Investment Management LLC 0.03% Add +31.5% 20,780 $1.5M
Maryland State Retirement & Pension System 0.03% Reduce -6.6% 20,167 $1.4M
Investment Management Corp of Ontario 0.05% Add +0.5% 20,096 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.8% 19,749 $1.4M
Ascent Group, LLC 0.11% Add +10.0% 19,597 $1.4M
Swiss Life Asset Management Ltd 0.01% Reduce -35.0% 18,831 $1.3M
Moran Wealth Management, LLC 0.04% Reduce -0.3% 18,514 $1.3M
Verition Fund Management LLC 0.01% Add +23.4% 18,418 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -4.2% 18,400 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -2.8% 18,349 $1.3M
Pathstone Holdings, LLC 0.01% Add +6.3% 18,111 $1.3M
Ostrum Asset Management 0.11% Add +36.7% 17,958 $1.3M
Atria Investments, Inc 0.02% Reduce -36.7% 17,754 $1.3M
Mediolanum International Funds Ltd 0.02% Reduce -11.0% 17,849 $1.3M
Tower Research Capital LLC (TRC) 0.03% Add +30.1% 17,584 $1.3M
Lombard Odier Asset Management (Switzerland) SA 0.09% Add +18.3% 16,547 $1.2M
E. Ohman J:or Asset Management AB 0.03% Add +18.0% 16,520 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -3.5% 16,288 $1.2M
Osaic Holdings, Inc. 0.00% Add +12.1% 16,457 $1.2M
Jamison Private Wealth Management, Inc. 0.16% Add +0.1% 15,534 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.8% 15,897 $1.1M
NJ State Employees Deferred Compensation Plan 0.13% No change 15,000 $1.1M
OMERS ADMINISTRATION Corp 0.01% Add +19.2% 14,960 $1.1M
Baillie Gifford & Co. 0.00% Reduce -24.8% 14,831 $1.1M
Ontario Teachers Pension Plan Board 0.01% Reduce -41.2% 14,491 $1.0M
SG Americas Securities, LLC 0.00% Reduce -74.2% 14,340 $1.0M
RB Capital Management, LLC 0.24% Reduce -2.1% 13,963 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -3.4% 13,923 $999K
Benjamin Edwards Inc. 0.01% Add +10.1% 13,649 $980K
Blair William & Co. 0.00% Reduce -19.8% 13,450 $965K
HighTower Advisors, LLC 0.00% Reduce -21.0% 13,266 $952K
Two Sigma Advisers, LP 0.00% Add +11.9% 13,200 $947K
Exencial Wealth Advisors, LLC 0.03% Reduce -2.5% 13,131 $942K
Chicago Partners Investment Group LLC 0.03% Add +0.0% 13,940 $941K
Jane Street Group, LLC 0.00% Reduce -91.3% 12,976 $931K
Ritholtz Wealth Management 0.03% Add +0.3% 12,938 $928K
Wolverine Trading, LLC 0.02% Add +185.8% 12,813 $912K
Kingswood Wealth Advisors, LLC 0.07% Reduce -9.2% 12,508 $898K
Simplex Trading, LLC 0.03% New 12,379 $888K
Fairtree Asset Management (Pty) Ltd 0.84% — 12,251 $879K
PGGM Investments 0.01% Add +13.7% 12,208 $876K
Commerce Bank 0.01% Add +3.7% 12,186 $874K
Nebula Research & Development LLC 0.10% Reduce -44.3% 12,169 $873K
Fiduciary Trust Co 0.01% Reduce -10.1% 12,033 $863K
Campbell & CO Investment Adviser LLC 0.07% Reduce -40.8% 12,026 $863K
Keeley-Teton Advisors, LLC 0.10% Reduce -1.3% 11,976 $859K
American Assets Capital Advisers, LLC 0.28% Add +70.3% 11,577 $831K
Penserra Capital Management LLC 0.01% Reduce -61.4% 11,368 $814K
Truist Financial Corp. 0.00% Reduce -2.7% 11,335 $813K
Conning Inc. 0.03% New 10,864 $780K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 10,840 $778K
Global Wealth Management Investment Advisory, Inc. 0.16% Add +12.7% 10,768 $773K
Convergence Investment Partners, LLC 0.17% Add +15.6% 10,727 $770K
Brown Advisory Inc. 0.00% Reduce -0.8% 10,567 $758K
Ameritas Advisory Services, LLC 0.03% Add +7.9% 10,454 $750K
Horizon Family Wealth, Inc. 0.49% Add +0.9% 10,228 $734K
Siligmueller & Norvid Wealth Advisors LLC 0.31% — 10,226 $734K
United Capital Financial Advisors, LLC 0.01% Reduce -0.6% 10,133 $727K
LVW Advisors, LLC 0.09% Add +7.2% 10,091 $724K
GeoWealth Management, LLC 0.02% Add +15.3% 10,053 $721K
Winebrenner Capital Management LLC 0.55% — 10,000 $718K
Qtron Investments LLC 0.10% Reduce -12.5% 9,986 $717K
Summit Global Investments 0.04% New 9,950 $714K
Focus Partners Wealth 0.00% Add +227.5% 9,480 $680K
Bokf, NA 0.01% Reduce -1.1% 10,132 $679K
Vinva Investment Management Ltd 0.03% Reduce -82.4% 9,529 $678K
Tokio Marine Asset Management Co. Ltd. 0.02% Reduce -4.5% 9,368 $672K
NewEdge Wealth, LLC 0.01% Add +16.4% 9,012 $647K
Westwood Holdings Group Inc. 0.01% No change 8,927 $641K
Federation des caisses Desjardins du Quebec 0.00% Add +18.9% 8,827 $633K
Park Avenue Securities LLC 0.01% Add +87.2% 8,706 $625K
Synovus Financial Corp. 0.01% Reduce -49.4% 8,707 $625K
MML Investors Services, LLC 0.00% Add +124.5% 8,616 $618K
Kentucky Retirement Systems Insurance Trust Fund 0.11% Add +17.5% 11,870 $616K
NewEdge Advisors, LLC 0.00% Add +3.0% 8,584 $616K
Cornerstone Advisors, LLC 0.02% No change 8,500 $610K
Fiduciary Group, LLC 0.06% Reduce -0.7% 8,391 $602K
Capstone Investment Advisors, LLC 0.01% Add +24.9% 8,284 $594K
Cerity Partners LLC 0.00% Reduce -10.3% 8,033 $591K
Latash Investments, LLC 0.46% No change 8,226 $590K
Inspire Advisors, LLC 0.07% Add +7.0% 8,194 $588K
Bull Street Advisors, LLC 0.28% No change 8,122 $583K
Groupe la Francaise 0.01% — 8,180 $582K
Arkadios Wealth Advisors 0.03% Reduce -4.1% 8,003 $574K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -41.7% 7,920 $568K
Assetmark, Inc. 0.00% Add +1642.1% 7,787 $559K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -2.6% 7,572 $543K
Probity Advisors, Inc. 0.10% Reduce -2.1% 7,570 $543K
Kintegral Advisory, LLC 0.05% Reduce -4.5% 7,562 $543K
Wealth Alliance, LLC 0.06% Reduce -2.3% 7,465 $536K
Saturna Capital Corp. 0.01% No change 7,260 $521K
Empowered Funds, LLC 0.01% Add +8.2% 7,263 $516K
Independent Financial Group, LLC 0.02% Add +0.1% 7,134 $512K
Legacy Capital Group California, Inc. 0.15% No change 7,036 $505K
Keybank National Association 0.00% Add +2.0% 7,001 $502K
GAMMA Investing LLC 0.04% Add +9.9% 6,966 $500K
Fifth Third Bancorp 0.00% Add +1.2% 6,833 $490K
Praxis Investment Management Inc. 0.03% Reduce -9.5% 6,790 $487K
Exchange Traded Concepts, LLC 0.01% Reduce -8.2% 6,628 $476K
Carmel Capital Partners, LLC 0.19% Add +4.7% 6,627 $476K
Sumitomo Life Insurance Co. 0.01% Reduce -3.9% 6,624 $475K
Mesirow Financial Investment Management, Inc. 0.01% Add +2.0% 6,615 $475K
Dakota Wealth Management 0.01% Reduce -88.2% 6,610 $474K
Assenagon Asset Management S.A. 0.00% Reduce -1.1% 6,605 $474K
Mystic Asset Management, Inc. 0.13% Add +20.7% 6,580 $472K
Picton Mahoney Asset Management 0.02% Add +43.6% 6,562 $471K
Kestra Advisory Services, LLC 0.00% New 6,499 $466K
Unigestion Holding SA 0.03% No change 6,491 $466K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -81.2% 6,263 $449K
Mill Capital Management, LLC 0.04% No change 6,250 $449K
GF Fund Management Co. LTD. 0.01% — 6,201 $445K
Indiana Trust & Investment Management Co 0.15% No change 6,134 $440K
Avior Wealth Management, LLC 0.02% Add +0.9% 6,106 $438K
Waterloo Capital, L.P. 0.05% Reduce -7.8% 5,996 $430K
&partners 0.01% Add +32.3% 6,142 $428K
AlphaStar Capital Management, LLC 0.04% Add +32.5% 5,870 $421K
Frank, Rimerman Advisors LLC 0.03% Add +4.0% 5,604 $402K
Rossby Financial, LCC 0.25% — 5,500 $395K
Brass Tax Wealth Management, Inc. 0.08% Reduce -1.9% 5,390 $387K
First Affirmative Financial Network 0.22% Reduce -4.8% 5,343 $383K
Clifford Swan Investment Counsel LLC 0.01% No change 5,334 $383K
Delta Investment Management, LLC 0.07% Reduce -0.4% 5,288 $379K
Profund Advisors LLC 0.01% Reduce -45.1% 5,245 $376K
Gateway Investment Advisers LLC 0.00% Reduce -2.5% 5,119 $367K
Cornercap Investment Counsel Inc. 0.12% Reduce -3.6% 5,068 $364K
Consolidated Portfolio Review Corp 0.06% Add +0.8% 5,058 $363K
Mufg Securities Americas Inc. 0.05% — 5,041 $362K
Neville Rodie & Shaw Inc. 0.03% No change 5,000 $359K
Howland Capital Management LLC 0.02% No change 4,979 $357K
Townsquare Capital LLC 0.00% Add +9.1% 4,971 $357K
Intech Investment Management LLC 0.00% New 4,953 $355K
Merit Financial Group, LLC 0.01% New 4,893 $351K
Longfellow Investment Management Co. LLC 0.09% Reduce -6.0% 4,860 $349K
Janney Montgomery Scott LLC 0.00% Reduce -2.8% 4,741 $340K
Prestige Wealth Management Group LLC 0.07% Add +6.4% 4,686 $336K
Horizon Investments, LLC 0.01% Add +0.6% 4,711 $335K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.8% 4,653 $334K
Cresset Asset Management, LLC 0.00% Reduce -73.7% 4,602 $330K
J. W. Coons Advisors, LLC 0.08% No change 4,574 $328K
One Wealth Advisors, LLC 0.05% New 4,507 $323K
Mission Wealth Management, LP 0.01% New 4,475 $321K
Ieq Capital, LLC 0.00% Add +12.3% 4,426 $318K
Roger Wittlin Investment Advisory, LLC 0.18% Add +0.9% 4,404 $316K
Envestnet Portfolio Solutions, Inc. 0.00% Add +49.9% 4,372 $314K
Wynn Capital, LLC 0.20% No change 4,362 $313K
Oak Asset Management, LLC 0.12% No change 4,359 $313K
Prudential PLC 0.00% No change 4,348 $312K
Allianz SE 0.01% New 4,298 $308K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 4,288 $308K
Klingman & Associates, LLC 0.02% Add +2.1% 4,256 $305K
Parallel Advisors, LLC 0.01% Add +3.9% 4,221 $303K
Haverford Trust Co 0.00% Reduce -3.1% 4,191 $301K
V-Square Quantitative Management LLC 0.04% Reduce -2.0% 4,155 $298K
Summitry LLC 0.01% Add +1.9% 4,044 $290K
Ellevest, Inc. 0.02% Add +20.8% 3,983 $286K
Peapack Gladstone Financial Corp. 0.00% Reduce -17.4% 3,958 $284K
Baron Wealth Management LLC 0.13% Reduce -2.2% 3,948 $283K
Commerzbank Aktiengesellschaft 0.01% Reduce -48.5% 3,960 $282K
Transamerica Financial Advisors, LLC 0.03% Add +4.1% 3,827 $275K
Sound View Wealth Advisors Group, LLC 0.02% New 3,799 $273K
MAI Capital Management 0.00% Reduce -0.8% 3,780 $271K
Cigna Investments Inc. 0.05% Reduce -2.3% 3,765 $270K
GTS Securities LLC 0.01% Reduce -59.0% 3,749 $269K
Archer Investment Corp 0.07% No change 3,723 $267K
Compound Planning, Inc. 0.01% Add +8.3% 3,707 $266K
Two Sigma Investments, LP 0.00% Reduce -77.6% 3,706 $266K
Greenleaf Trust 0.00% Add +7.4% 3,696 $265K
C2C Wealth Management, LLC 0.24% No change 3,682 $264K
Mgo One Seven LLC 0.01% New 3,672 $264K
Garner Asset Management Corp 0.12% Reduce -3.1% 3,667 $263K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,655 $262K
American Investment Services, Inc. 0.05% No change 3,635 $261K
Renaissance Group LLC 0.01% Reduce -5.8% 3,598 $256K
Savvy Advisors, Inc. 0.03% Add +0.1% 3,560 $255K
Sovran Advisors, LLC 0.04% — 3,651 $255K
Henshaw Capital LLC 0.01% No change 3,500 $251K
Checchi Capital Advisers, LLC 0.02% Add +0.2% 3,499 $251K
Ameritas Investment Partners, Inc. 0.01% No change 3,456 $248K
Two Sigma Securities, LLC 0.04% New 3,359 $241K
Gilman Hill Asset Management, LLC 0.04% Add +3.9% 3,325 $239K
Modera Wealth Management, LLC 0.00% Add +1.0% 3,311 $238K
Acorn Wealth Advisors, LLC 0.10% No change 3,228 $232K
Successful Portfolios LLC 0.15% Reduce -0.9% 3,213 $231K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -0.3% 3,182 $228K
Cwm, LLC 0.00% Add +13.7% 3,131 $225K
Raiffeisen Bank International AG 0.00% — 3,139 $223K
Firethorn Wealth Partners, LLC 0.11% Add +0.5% 3,098 $222K
Private Advisor Group, LLC 0.00% Reduce -4.8% 3,092 $222K
Nilsine Partners, LLC 0.02% Reduce -1.4% 3,090 $222K
Evoke Wealth, LLC 0.01% Add +1.7% 3,057 $219K
Sequoia Financial Advisors, LLC 0.00% Add +13.7% 3,055 $219K
Phoenix Financial Ltd. 0.00% Reduce -28.1% 3,030 $217K
Hanson & Doremus Investment Management 0.03% No change 3,027 $217K
Huntington National Bank 0.00% Add +10.5% 3,003 $215K
Capital Management Associates 0.25% Reduce -57.1% 3,000 $215K
Wexford Capital LP 0.06% New 3,000 $215K
First Citizens Bank & Trust Co. 0.00% No change 3,000 $215K
Doheny Asset Management 0.16% No change 3,000 $215K
Insigneo Advisory Services, LLC 0.02% Reduce -1.8% 2,971 $213K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -0.6% 2,949 $212K
HB Wealth Management, LLC 0.00% Reduce -3.1% 2,900 $208K
Cascade Financial Partners, LLC 0.03% New 2,898 $208K
Davis R M Inc. 0.00% New 2,854 $205K
Ellis Investment Partners, LLC 0.04% Add +0.1% 2,846 $204K
Signaturefd, LLC 0.00% Reduce -5.7% 2,811 $202K
Kingsview Wealth Management, LLC 0.00% Reduce -0.6% 2,802 $201K
Rothschild Investment LLC 0.01% Add +1.3% 2,635 $189K
Principal Securities, Inc. 0.00% Add +33.3% 2,540 $182K
Motco 0.02% No change 2,257 $162K
North Star Investment Management Corp. 0.01% Add +0.2% 2,191 $157K
Farther Finance Advisors, LLC 0.01% Reduce -12.7% 2,150 $154K
Physician Wealth Advisors, Inc. 0.03% New 2,120 $152K
Optimum Investment Advisors 0.06% No change 2,000 $144K
Wellington Shields & Co., LLC 0.04% No change 2,000 $144K
Coppell Advisory Solutions LLC 0.02% Reduce -5.7% 1,985 $141K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -24.0% 1,749 $139K
HM Payson & Co. 0.00% Reduce -5.9% 1,890 $136K
Whittier Trust Co. 0.00% Reduce -5.5% 1,726 $124K
Elevation Wealth Partners, LLC 0.05% No change 1,689 $121K
Quent Capital, LLC 0.01% Add +5.3% 1,651 $118K
Glen Eagle Advisors, LLC 0.02% No change 1,557 $112K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +19.5% 1,530 $110K
Northwestern Mutual Wealth Management Co. 0.00% Add +31.5% 1,520 $109K
Sherman Asset Management, Inc. 0.10% — 1,505 $107K
Covestor Ltd 0.06% Add +4.2% 1,406 $101K
Sentry Investment Management LLC 0.05% Reduce -14.0% 1,366 $98K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.06% — 1,360 $98K
Federated Hermes, Inc. 0.00% Reduce -19.1% 1,302 $93K
Manchester Capital Management LLC 0.01% No change 1,298 $93K
Muzinich & Co., Inc. 0.06% No change 1,256 $90K
Delta Asset Management LLC 0.01% No change 1,230 $88K
Montag A & Associates Inc. 0.00% No change 1,214 $87K
Smithfield Trust Co 0.00% No change 1,209 $87K
Cromwell Holdings LLC 0.05% No change 1,101 $79K
Catalyst Capital Advisors LLC 0.00% Add +401.4% 1,088 $78K
Walleye Trading LLC 0.00% New 1,071 $77K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -2.6% 1,009 $72K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,006 $72K
Headlands Technologies LLC 0.01% New 988 $71K
Blue Trust, Inc. 0.00% Reduce -82.3% 988 $71K
Intact Investment Management Inc. 0.00% No change 980 $70K
EverSource Wealth Advisors, LLC 0.00% Reduce -40.1% 933 $67K
Wilmington Savings Fund Society, FSB 0.00% Add +143.6% 933 $67K
First Command Advisory Services, Inc. 0.00% No change 900 $65K
Bear Mountain Capital, Inc. 0.02% No change 890 $61K
Golden State Wealth Management, LLC 0.01% — 828 $59K
Parvin Asset Management, LLC 0.06% — 800 $57K
Continuum Advisory, LLC 0.01% Add +38.8% 765 $55K
Legacy Bridge, LLC 0.03% No change 738 $53K
AdvisorNet Financial, Inc 0.00% Add +25.4% 722 $52K
Global X Japan Co., Ltd. 0.01% Add +12.5% 718 $52K
Kapitalo Investimentos Ltda 0.03% New 712 $51K
Lindbrook Capital, LLC 0.00% Add +6.2% 654 $47K
Richardson Financial Services Inc. 0.03% Reduce -50.0% 650 $47K
Quadrant Capital Group LLC 0.00% Reduce -42.4% 646 $46K
TD Private Client Wealth LLC 0.00% Add +5.1% 634 $45K
Independence Bank of Kentucky 0.01% No change 633 $45K
Grove Bank & Trust 0.01% Add +208.1% 610 $44K
West Branch Capital LLC 0.01% No change 600 $43K
Boyd Watterson Asset Management LLC 0.01% No change 600 $43K
Allworth Financial LP 0.00% Add +24.4% 627 $43K
MassMutual Private Wealth & Trust, FSB 0.00% Add +15.5% 580 $42K
Parkside Financial Bank & Trust 0.01% Add +4.5% 560 $40K
Smartleaf Asset Management LLC 0.00% Add +38.8% 558 $40K
Steward Partners Investment Advisory, LLC 0.00% Add +109.5% 551 $40K
Global Retirement Partners, LLC 0.00% Add +2.4% 551 $40K
UMB Bank, n.a. 0.00% Add +13.9% 541 $39K
Financial Avengers, Inc. 0.02% Add +0.9% 536 $38K
Salem Investment Counselors Inc. 0.00% No change 500 $36K
Deseret Mutual Benefit Administrators 0.02% No change 488 $35K
Tobam 0.01% Reduce -75.6% 470 $34K
Brooklyn Investment Group 0.01% Add +6.2% 465 $33K
Hollencrest Capital Management 0.00% Add +0.9% 462 $33K
Avion Wealth 0.01% Add +3.1% 469 $33K
Bruce G. Allen Investments, LLC 0.03% No change 454 $33K
FNY Investment Advisers, LLC 0.02% Reduce -50.5% 450 $32K
HHM Wealth Advisors, LLC 0.00% Add +4.0% 416 $30K
Spire Wealth Management 0.00% No change 407 $29K
CENTRAL TRUST Co 0.00% Reduce -0.3% 400 $29K
Ancora Advisors LLC 0.00% No change 400 $29K
Mather Group, Llc. 0.00% Add +6.3% 386 $28K
Arax Advisory Partners 0.00% Add +607.8% 361 $26K
Clearstead Advisors, LLC 0.00% Reduce -21.0% 358 $26K
Duncker Streett & Co. Inc. 0.00% No change 350 $25K
Leonteq Securities AG 0.00% No change 340 $24K
Chilton Capital Management LLC 0.00% No change 337 $24K
Vega Investment Solutions 0.02% — 335 $24K
Lazard Asset Management LLC 0.00% Reduce -4.2% 345 $24K
Richards, Merrill & Peterson, Inc. 0.01% — 325 $23K
Perritt Capital Management Inc 0.01% Add +0.7% 312 $22K
Silvant Capital Management LLC 0.00% No change 311 $22K
Cohen & Steers, Inc. 0.00% Reduce -99.2% 308 $22K
Versant Capital Management, Inc 0.00% Add +15.6% 304 $22K
First Horizon Advisors, Inc. 0.00% No change 270 $19K
Eastern Bank 0.00% No change 261 $19K
Rosenberg Matthew Hamilton 0.00% Add +62.5% 260 $19K
Larson Financial Group LLC 0.00% Add +232.1% 259 $19K
Gold Investment Management Ltd. 0.01% No change 252 $18K
Sandy Spring Bank 0.00% No change 250 $18K
Farmers & Merchants Investments Inc. 0.00% No change 228 $16K
Venturi Wealth Management, LLC 0.00% Add +2.9% 214 $15K
CVA Family Office, LLC 0.00% Add +4.9% 213 $15K
Meeder Asset Management Inc. 0.00% Reduce -92.8% 208 $15K
Brown, Lisle/Cummings, Inc. 0.00% No change 200 $14K
Harbor Investment Advisory, LLC 0.00% No change 200 $14K
REAP Financial Group, LLC 0.00% No change 194 $14K
MV Capital Management, Inc. 0.00% Reduce -3.5% 192 $14K
Whipplewood Advisors, LLC 0.01% — 182 $13K
Maryland Capital Advisors Inc. 0.01% Reduce -47.3% 174 $12K
Beacon Capital Management, LLC 0.00% Add +0.6% 168 $12K
Caitong International Asset Management Co., Ltd 0.01% — 148 $11K
West Paces Advisors Inc. 0.00% No change 140 $10K
Private Wealth Management Group, LLC 0.00% No change 134 $10K
Semmax Financial Advisors Inc. 0.00% Add +0.8% 124 $9K
Hemington Wealth Management 0.00% No change 117 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 111 $8K
Key Financial Inc 0.00% No change 106 $8K
Sound Income Strategies, LLC 0.00% Add +1.0% 105 $8K
Concord Wealth Partners 0.00% No change 105 $8K
Aventura Private Wealth, LLC 0.00% — 103 $7K
Webster Bank, N. A. 0.00% New 100 $7K
Anchor Investment Management, LLC 0.00% No change 100 $7K
Creative Financial Designs Inc. 0.00% Add +82.6% 84 $6K
GW&K Investment Management, LLC 0.00% Reduce -57.2% 83 $6K
IFP Advisors, Inc 0.00% Add +9.2% 83 $6K
TCTC Holdings, LLC 0.00% New 81 $6K
Brown Brothers Harriman & Co. 0.00% New 72 $5K
Roxbury Financial LLC 0.00% — 64 $5K
Dunhill Financial, LLC 0.00% Add +34.7% 66 $5K
Red Tortoise LLC 0.00% No change 60 $4K
Highline Wealth Partners LLC 0.00% No change 60 $4K
Zions Bancorporation, N.A. 0.00% Reduce -26.0% 57 $4K
Tradewinds Capital Management, LLC 0.00% No change 55 $4K
High Note Wealth, LLC 0.00% New 55 $4K
Sachetta, LLC 0.00% No change 52 $4K
Adirondack Trust Co. 0.00% No change 50 $4K
Raleigh Capital Management Inc. 0.00% Reduce -16.7% 50 $4K
Hudson Edge Investment Partners Inc. 0.00% New 50 $4K
CoreCap Advisors, LLC 0.00% Reduce -68.0% 50 $4K
Sierra Ocean, LLC 0.00% — 47 $3K
WR Wealth Planners, LLC 0.00% No change 46 $3K
Raffa Wealth Management, LLC 0.00% No change 46 $3K
Abound Wealth Management 0.00% No change 40 $3K
Harbour Investments, Inc. 0.00% No change 40 $3K
Legacy Investment Solutions, LLC 0.00% New 40 $3K
Legacy Wealth Managment, LLC 0.00% New 40 $3K
Cape Investment Advisory, Inc. 0.00% Add +2.7% 38 $3K
Financial Management Professionals, Inc. 0.00% Reduce -21.7% 36 $3K
St Germain D J Co. Inc. 0.00% No change 34 $2K
Fortitude Family Office, LLC 0.00% No change 32 $2K
Bell Investment Advisors, Inc 0.00% No change 30 $2K
Addison Advisors LLC 0.00% Reduce -55.6% 28 $2K
Park Place Capital Corp 0.00% No change 28 $2K
Pacific Center for Financial Services 0.00% No change 26 $2K
Carolinas Wealth Consulting LLC 0.00% Reduce -92.7% 24 $2K
Private Trust Co. NA 0.00% No change 23 $2K
Cullen/Frost Bankers, Inc. 0.00% Reduce -97.1% 21 $2K
Albion Financial Group 0.00% New 20 $1K
Capital A Wealth Management, LLC 0.00% — 20 $1K
Riverview Trust Co 0.00% New 16 $1K
Clark Wealth Partners 0.00% — 15 $1K
Aspect Partners, LLC 0.00% No change 15 $1K
Creekmur Asset Management LLC 0.00% No change 15 $1K
Colonial Trust Co / SC 0.00% Add +100.0% 14 $1K
Core Alternative Capital 0.00% No change 14 $1K
TD Waterhouse Canada Inc. 0.00% No change 14 $1K
Capital Advisors, Ltd. LLC 0.00% No change 16 $1K
Mattson Financial Services, LLC 0.00% No change 13 $968
WPG Advisers, LLC 0.00% — 13 $933
Nvwm, LLC 0.00% No change 13 $933
Lee Danner & Bass Inc. 0.00% New 13 $933
NewSquare Capital LLC 0.00% New 11 $789
WealthTrak Capital Management LLC 0.00% — 10 $718
Decker Retirement Planning Inc. 0.00% — 10 $718
Transce3nd, LLC 0.00% — 9 $676
MPWM Advisory Solutions, LLC 0.00% — 9 $646
Cornerstone Planning Group LLC 0.00% No change 9 $631
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 8 $575
Principia Wealth Advisory, LLC 0.00% — 6 $431
Concourse Financial Group Securities, Inc. 0.00% No change 6 $410
Winnacle Wealth LLC 0.00% — 6 $400
Sugar Maple Asset Management, LLC 0.00% New 5 $359
Crewe Advisors LLC 0.00% Reduce -98.1% 5 $359
Chesapeake Asset Management LLC 0.00% New 5 $358
Van Hulzen Asset Management, LLC 0.00% New 4 $288
Cassady Schiller Wealth Management, LLC 0.00% New 3 $215
TFC Financial Management, Inc. 0.00% No change 2 $144
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $72

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