Vivmark ResidentialVMRK

13F holders, Q3 2025 (September 30)
689holders −19
62new positions
83sold out
9famous investors
$64.71avg. 13F price*

At the end of Q3 2025, 689 institutions reported holding Vivmark Residential (VMRK) in their 13F filings, down 19 from Q2 2025. 62 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($3.7B), BlackRock, Inc. ($2.5B) and State Street Corp. ($1.6B). 9 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Vivmark Residential
Filed as
EQUITY RESIDENTIAL (Q3 2025)
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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions62$76.6M
Exits83$166.9M

All 13F filers, Q2 2025 → Q3 2025: 22,467,695 shares bought and 15,956,713 shares sold, net +6,510,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 689 holders

Vanguard Group Inc. 0.06% Add +2.3% 57,597,658 $3.7B
BlackRock, Inc. 0.04% Add +1.1% 39,014,253 $2.5B
State Street Corp. 0.06% Add +2.8% 24,922,935 $1.6B
T. Rowe Price Associates Inc. 0.14% Reduce -4.5% 19,867,245 $1.3B
APG Asset Management US Inc. 5.36% Reduce -0.7% 11,346,098 $727.3M
Geode Capital Management, LLC 0.04% Add +2.6% 10,143,671 $654.1M
First Eagle Investment Management, LLC 1.09% Add +0.0% 9,197,886 $595.4M
FMR LLC 0.03% Add +5.8% 7,810,924 $505.6M
Principal Financial Group Inc. 0.22% Reduce -3.0% 6,739,250 $436.2M
Northern Trust Corp. 0.05% Add +0.6% 6,231,961 $403.4M
Invesco Ltd. 0.06% Reduce -24.8% 6,030,868 $390.4M
Dimensional Fund Advisors LP 0.07% Add +3.4% 5,199,635 $336.6M
Legal & General Group Plc 0.07% Add +5.7% 5,045,443 $326.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +876.0% 4,500,885 $291.3M
Charles Schwab Investment Management Inc. 0.05% Add +2.8% 4,379,802 $283.5M
Deutsche Bank AG 0.09% Reduce -1.4% 4,363,303 $282.4M
Canada Pension Plan Investment Board 0.19% Add +1.0% 4,146,785 $268.4M
Morgan Stanley 0.01% Add +1.0% 3,709,591 $240.1M
Resolution Capital Ltd 3.98% Reduce -37.8% 3,159,304 $204.5M
JPMorgan Chase & Co. 0.01% Reduce -10.9% 2,889,385 $187.0M
UBS Group AG 0.04% Add +28.1% 2,887,522 $186.9M
American Century Companies Inc. 0.09% Add +2.8% 2,826,873 $183.0M
Centersquare Investment Management LLC 1.75% Reduce -35.1% 2,686,937 $173.9M
Nuveen, LLC 0.04% Add +1.7% 2,519,729 $163.1M
Goldman Sachs Group Inc. 0.02% Add +44.1% 2,453,914 $158.8M
Boston Partners 0.16% Add +2.1% 2,437,406 $157.8M
Macquarie Group Ltd. 0.18% Reduce -18.8% 2,409,104 $155.9M
Cohen & Steers, Inc. 0.26% Add +712852.7% 2,260,060 $146.3M
Bank of New York Mellon Corp 0.03% Reduce -2.5% 2,197,512 $142.2M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +1.8% 2,135,233 $138.2M
Wellington Management Group LLP 0.02% Add +797.2% 2,085,406 $135.0M
Alyeska Investment Group, L.P. 0.39% Add +353.5% 2,002,892 $129.6M
Amundi 0.04% Add +14.5% 1,772,180 $110.3M
Bank of America Corp. 0.01% Add +12.0% 1,546,621 $100.1M
Russell Investments Group, Ltd. 0.11% Add +7.7% 1,432,253 $92.7M
Lasalle Investment Management Securities LLC 2.98% Add +1.5% 1,173,086 $75.9M
HSBC Holdings PLC 0.04% Reduce -10.4% 1,143,441 $73.9M
Woodline Partners LP 0.33% Add +2810.2% 1,073,893 $69.5M
Swiss National Bank 0.04% Add +0.6% 1,040,450 $67.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +6.3% 960,668 $62.2M
Chai Trust Co. LLC 4.00% No change 935,515 $60.6M
CANADA LIFE ASSURANCE Co 0.09% Add +4.6% 940,957 $60.3M
Barclays PLC 0.02% Add +47.4% 915,252 $59.2M
Prudential Financial Inc. 0.07% Reduce -53.9% 879,427 $56.9M
Adelante Capital Management LLC 3.80% Add +12.6% 878,252 $56.8M
Pictet Asset Management Holding SA 0.05% Reduce -15.7% 877,389 $56.8M
State of Tennessee, Department of Treasury 0.18% Add +22.6% 830,407 $53.8M
Davis Asset Management, L.P. 1.84% No change 800,000 $51.8M
California Public Employees Retirement System 0.03% Reduce -1.1% 736,538 $47.7M
Rhumbline Advisers 0.04% Reduce -3.5% 731,040 $47.3M
Qube Research & Technologies Ltd 0.07% Add +18.8% 715,384 $46.3M
Asset Management One Co., Ltd. 0.13% Add +2.5% 707,822 $45.8M
Schroder Investment Management Group 0.03% Reduce -23.4% 690,314 $44.3M
First Trust Advisors LP 0.03% Reduce -1.8% 630,998 $40.8M
Nomura Asset Management Co. Ltd. 0.11% Add +5.0% 626,772 $40.6M
Public Employees Retirement System of Ohio 0.13% Add +0.9% 621,692 $40.2M
National Pension Service 0.03% Add +4.6% 605,494 $39.2M
FIL Ltd 0.03% Add +539.1% 591,921 $38.3M
California State Teachers Retirement System 0.04% Add +10.8% 588,248 $38.1M
Aberdeen Group plc 0.06% Add +34.6% 568,408 $36.4M
Baron Capital (BAMCO) 0.09% Reduce -4.6% 551,275 $35.7M
Manufacturers Life Insurance Company, The 0.03% Add +5.4% 528,783 $34.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% Add +3.6% 528,776 $34.2M
Alliancebernstein L.P. 0.01% Reduce -15.5% 513,953 $33.3M
Citigroup Inc. 0.02% Add +3.8% 504,410 $32.7M
Allianz Asset Management GmbH 0.04% Add +19.4% 488,891 $31.6M
Sei Investments Co. 0.03% Add +20.2% 483,643 $31.3M
BNP Paribas Financial Markets 0.02% Reduce -34.7% 473,304 $30.6M
AQR Capital Management 0.02% Add +49.4% 469,745 $30.0M
Hazelview Securities Inc. 5.45% Reduce -6.9% 447,266 $29.0M
Starwood Capital Group Management, L.L.C. 14.25% Add +14.5% 388,438 $25.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.16% No change 387,160 $25.1M
Arrowstreet Capital, Limited Partnership 0.02% Add +50.4% 381,488 $24.7M
Citadel Advisors 0.02% Reduce -29.9% 371,363 $24.0M
Susquehanna Portfolio Strategies, LLC 0.37% New 364,765 $23.6M
Skandinaviska Enskilda Banken AB (publ) 0.09% Add +155.4% 359,191 $23.3M
Heitman Real Estate Securities LLC 1.56% Reduce -54.7% 353,094 $22.9M
Bank of Montreal 0.01% Add +9.3% 351,598 $22.8M
State Board of Administration of Florida Retirement System 0.04% Reduce -13.7% 350,626 $22.7M
Hudson Bay Capital Management LP 0.16% New 349,010 $22.6M
APG Asset Management N.V. 0.06% Reduce -1.3% 396,100 $21.8M
Millennium Management 0.02% Add +259.0% 328,807 $21.3M
Wells Fargo & Company 0.00% Add +0.9% 323,324 $20.9M
Seven Post Investment Office LP 7.49% Add +0.7% 321,344 $20.8M
Ameriprise Financial Inc. 0.00% Reduce -13.8% 314,006 $20.3M
Presima Securities ULC 5.55% Add +25.5% 312,307 $20.2M
Adage Capital Partners Gp, L.L.C. 0.03% Add +9.9% 310,676 $20.1M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +2.5% 308,282 $20.0M
Clearbridge Investments, LLC 0.01% Add +1.2% 307,915 $19.9M
Masterton Capital Management, LP 10.89% Add +151.9% 306,824 $19.9M
Korea Investment CORP 0.04% Add +37.0% 293,169 $19.0M
Panagora Asset Management Inc. 0.08% Reduce -56.9% 291,350 $18.9M
Investure, LLC 1.16% No change 290,699 $18.8M
Royal Bank of Canada 0.00% Reduce -22.6% 289,564 $18.7M
Victory Capital Management Inc. 0.01% Add +3.3% 272,632 $17.6M
Aviva PLC 0.03% Add +6.0% 272,575 $17.6M
Storebrand Asset Management As 0.05% Reduce -0.0% 269,262 $17.4M
Retirement Systems of Alabama 0.06% Add +0.3% 268,767 $17.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -8.9% 267,055 $17.3M
New York State Teachers Retirement System 0.03% Add +0.1% 266,868 $17.3M
TD Asset Management Inc 0.01% Add +2.5% 244,706 $15.8M
Cibc World Market Inc. 0.03% Add +35.6% 241,178 $15.6M
Verition Fund Management LLC 0.09% Add +300.6% 239,344 $15.5M
New York State Common Retirement Fund 0.02% Reduce -1.8% 239,132 $15.5M
Danske Bank A/S 0.04% Add +17.0% 238,401 $15.4M
Jones Financial Companies LLLP 0.01% Add +24.3% 238,966 $15.4M
Natixis Advisors, LLC 0.02% Add +2.0% 236,416 $15.3M
STRS Ohio 0.06% Reduce -8.3% 235,095 $15.2M
State of Wisconsin Investment Board 0.03% Add +4.4% 226,595 $14.7M
Franklin Resources Inc. 0.00% Add +10.5% 223,561 $14.5M
State of Alaska, Department of Revenue 0.15% Reduce -0.5% 222,704 $14.4M
Handelsbanken Fonder AB 0.04% Add +0.0% 216,335 $14.0M
National Bank of Canada 0.02% Reduce -10.1% 214,937 $13.9M
Toronto Dominion Bank 0.03% Add +1.6% 211,887 $13.7M
Nan Shan Life Insurance Co., Ltd. 0.29% No change 210,384 $13.6M
Resona Asset Management Co.,Ltd. 0.06% Add +8.8% 209,614 $13.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +0.6% 207,706 $13.4M
Royal London Asset Management Ltd. 0.03% Add +7.7% 205,156 $13.3M
Illinois Municipal Retirement Fund 0.17% Add +32.4% 204,060 $13.2M
Van Eck Associates Corp. 0.01% Add +9.6% 195,432 $12.7M
Los Angeles Capital Management LLC 0.04% Reduce -60.8% 193,950 $12.6M
Daiwa Securities Group Inc. 0.04% Reduce -44.0% 184,593 $11.9M
Aew Capital Management L P 0.65% Reduce -53.6% 181,420 $11.7M
Tidal Investments LLC 0.05% Add +14.0% 179,588 $11.6M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.8% 178,180 $11.5M
Treasurer of the State of North Carolina 0.03% Reduce -3.8% 170,283 $11.0M
Renaissance Technologies 0.01% Add +34.7% 167,200 $10.8M
Robeco Institutional Asset Management B.V. 0.02% Reduce -2.8% 166,346 $10.8M
Raymond James Financial Inc. 0.00% Reduce -7.3% 166,294 $10.8M
Mercer Global Advisors Inc. 0.02% Reduce -15.1% 165,968 $10.7M
Vert Asset Management LLC 3.47% Add +9.2% 159,648 $10.3M
State of New Jersey Common Pension Fund D 0.04% Add +2.8% 158,911 $10.3M
Caisse de depot et placement du Quebec 0.02% New 154,068 $10.0M
Varma Mutual Pension Insurance Co 0.06% Add +8.6% 153,900 $10.0M
Quantinno Capital Management LP 0.03% Reduce -2.1% 153,434 $9.9M
UniSuper Management Pty Ltd 0.06% Add +4.5% 152,701 $9.9M
Carronade Capital Management, LP 1.02% No change 152,549 $9.9M
DekaBank Deutsche Girozentrale 0.02% No change 151,975 $9.7M
Forsta Ap-Fonden 0.06% Add +6.5% 146,800 $9.5M
KBC Group NV 0.02% Reduce -48.2% 146,751 $9.5M
Eventide Asset Management, LLC 0.15% Reduce -31.2% 142,293 $9.2M
CIBC Bancorp USA Inc. 0.05% — 140,495 $9.1M
CBRE Investment Management Listed Real Assets LLC 0.13% Reduce -4.7% 139,550 $9.0M
Quinn Opportunity Partners LLC 0.63% Add +57.6% 134,065 $8.7M
U.S. Capital Wealth Advisors, LLC 0.23% Add +19.6% 133,547 $8.6M
Envestnet Asset Management Inc. 0.00% Reduce -7.5% 132,595 $8.6M
Sienna Gestion 0.59% Add +7.4% 144,127 $8.5M
KLP Kapitalforvaltning As 0.03% Add +7.8% 129,394 $8.5M
IFM Investors Pty Ltd 0.07% Add +1.3% 128,409 $8.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +2.9% 127,913 $8.3M
Soltis Investment Advisors LLC 0.55% Add +25.0% 121,885 $7.9M
Andra AP-fonden 0.10% Reduce -35.9% 120,000 $7.8M
Sophron Capital Management L.P. 2.33% Reduce -45.3% 116,977 $7.6M
Baillie Gifford & Co. 0.01% Add +566.8% 115,181 $7.5M
Gotham Asset Management 0.03% Add +93.6% 114,966 $7.4M
Westpac Banking Corp. 0.44% Add +139.0% 110,860 $7.2M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -0.1% 108,051 $7.0M
Stifel Financial Corp. 0.01% Add +119.3% 107,722 $7.0M
Natixis 0.04% Add +83.5% 107,409 $7.0M
Davis Selected Advisers 0.04% Add +5.4% 107,215 $6.9M
Arizona State Retirement System 0.04% Add +6.5% 106,417 $6.9M
QRG Capital Management, Inc. 0.08% Reduce -58.4% 104,861 $6.8M
Credit Agricole S A 0.02% — 104,520 $6.8M
American Assets Investment Management, LLC 0.48% No change 100,000 $6.5M
Nisa Investment Advisors, LLC 0.02% Reduce -8.6% 98,237 $6.4M
State of Michigan Retirement System 0.03% Add +1.0% 99,325 $6.4M
Neuberger Berman Group LLC 0.00% Reduce -3.8% 99,149 $6.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -31.5% 98,952 $6.4M
Investment Management Corp of Ontario 0.10% Add +35.8% 98,349 $6.4M
Nissay Asset Management Corp. /Japan 0.03% Add +2.9% 97,211 $6.3M
MetLife Investment Management, LLC 0.03% Reduce -1.0% 96,474 $6.2M
Susquehanna International Group, LLP 0.01% Add +17.5% 95,866 $6.2M
D. E. Shaw & Co. 0.01% Add +0.2% 95,636 $6.2M
Metis Global Partners, LLC 0.14% Add +26.5% 94,165 $6.1M
ProShare Advisors LLC 0.01% Add +4.9% 93,598 $6.1M
Czech National Bank 0.04% Add +5.6% 88,264 $5.7M
Voloridge Investment Management, LLC 0.02% Add +465.6% 86,747 $5.6M
Corient Private Wealth LP 0.01% Reduce -4.0% 83,761 $5.4M
Perigon Wealth Management, LLC 0.11% Add +1.6% 83,328 $5.4M
USS Investment Management Ltd 0.03% No change 82,871 $5.4M
Thrivent Financial for Lutherans 0.01% Reduce -1.3% 80,152 $5.2M
Voya Investment Management LLC 0.01% Reduce -36.0% 79,257 $5.1M
Exchange Traded Concepts, LLC 0.05% Add +60.8% 77,235 $5.0M
NFJ Investment Group, LLC 0.17% Reduce -1.6% 77,157 $5.0M
Swedbank AB 0.01% Add +4.3% 76,584 $5.0M
NEOS Investment Management LLC 0.04% Add +63.3% 75,983 $4.9M
Public Sector Pension Investment Board 0.02% Add +6.5% 74,896 $4.8M
Cetera Investment Advisers 0.01% Add +52.6% 73,319 $4.7M
Mackenzie Financial Corp. 0.01% Add +6.5% 72,198 $4.7M
New Age Alpha Advisors, LLC 0.19% Reduce -3.7% 71,523 $4.6M
DNB Asset Management AS 0.02% Add +5.2% 70,615 $4.6M
LPL Financial LLC 0.00% Add +11.2% 70,584 $4.6M
Ensign Peak Advisors, Inc 0.01% Reduce -10.7% 68,864 $4.5M
Alberta Investment Management Corp 0.04% No change 68,860 $4.5M
Amalgamated Bank 0.03% Reduce -0.8% 68,599 $4.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.11% Reduce -30.0% 66,642 $4.3M
Caprock Group, LLC 0.10% — 64,010 $4.2M
Coldstream Capital Management Inc. 0.06% Add +3.2% 64,336 $4.2M
CIBC Private Wealth Group LLC 0.01% Add +1.4% 63,932 $4.1M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 63,600 $4.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.8% 63,545 $4.1M
Utah Retirement Systems 0.04% No change 62,214 $4.0M
Janus Henderson Group PLC 0.00% Reduce -9.3% 62,143 $4.0M
Summit Financial, LLC 0.06% Add +3.9% 61,843 $4.0M
O'shaughnessy Asset Management, LLC 0.02% Reduce -44.8% 61,547 $4.0M
Police & Firemen's Retirement System of New Jersey 0.03% Add +7.0% 60,998 $3.9M
Rakuten Investment Management, Inc. 0.01% — 72,494 $3.9M
Texas Yale Capital Corp. 0.12% Add +0.0% 59,820 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.4% 59,145 $3.8M
Bank of Nova Scotia 0.01% Add +38.2% 58,128 $3.8M
Aurora Investment Managers, LLC. 2.01% Add +1.7% 56,949 $3.7M
Riverview Capital Advisers, LLC 1.04% Reduce -19.4% 55,304 $3.6M
Ar Asset Management Inc. 0.75% No change 54,500 $3.5M
Yousif Capital Management, LLC 0.04% Reduce -17.0% 53,854 $3.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +6.2% 53,554 $3.5M
Holocene Advisors, LP 0.01% Reduce -10.8% 52,912 $3.4M
Xponance LLC 0.03% Reduce -17.2% 52,271 $3.4M
PNC Financial Services Group, Inc. 0.00% Reduce -9.8% 52,236 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -3.5% 51,875 $3.4M
Federation des caisses Desjardins du Quebec 0.01% Add +8.7% 51,455 $3.3M
New York Life Investment Management LLC 0.03% Reduce -1.1% 50,545 $3.3M
BDF-Gestion 0.39% Reduce -17.2% 50,420 $3.3M
Pensionfund PDN 2.08% No change 49,556 $3.2M
Worldquant Millennium Advisors LLC 0.01% Add +166.6% 48,609 $3.1M
CIBC Asset Management Inc 0.01% Add +0.1% 48,570 $3.1M
AXA Investment Managers S.A. 0.01% — 48,194 $3.1M
Barings LLC 0.06% No change 52,076 $3.1M
Teacher Retirement System of Texas 0.01% Reduce -8.9% 47,273 $3.1M
Rafferty Asset Management, LLC 0.01% Add +7.8% 46,738 $3.0M
Azzad Asset Management Inc. 0.29% Add +10.3% 45,598 $3.0M
Strategic Global Advisors, LLC 0.44% New 45,061 $2.9M
Inspire Investing, LLC 0.28% Add +1.6% 44,386 $2.9M
Cerity Partners LLC 0.00% Add +111.6% 43,690 $2.8M
Guggenheim Capital LLC 0.02% Add +23.3% 43,144 $2.8M
Brevan Howard Capital Management LP 0.04% Add +537.7% 42,385 $2.7M
Wealthfront Advisers LLC 0.01% Add +78.7% 42,275 $2.7M
Knights of Columbus Asset Advisors LLC 0.15% Reduce -3.4% 40,961 $2.7M
Oregon Public Employees Retirement Fund 0.03% Add +34.6% 39,720 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Reduce -87.5% 38,539 $2.5M
Candriam S.C.A. 0.01% Reduce -0.8% 37,908 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -3.9% 37,669 $2.4M
CI Investments Inc. 0.01% Add +0.6% 37,510 $2.4M
Nordea Investment Management AB 0.00% Add +12.9% 37,728 $2.4M
OP Asset Management Ltd 0.03% Add +7.4% 37,302 $2.4M
GAMCO Investors 0.02% Reduce -1.0% 37,261 $2.4M
Norinchukin Bank, The 0.03% Add +1.8% 36,956 $2.4M
Horizon Investments, LLC 0.03% Add +32.3% 36,524 $2.4M
Spirit of America Management Corp. 0.47% No change 36,515 $2.4M
ASR Vermogensbeheer N.V. 0.03% Reduce -0.3% 36,259 $2.3M
US Bancorp \de 0.00% Add +3.7% 35,352 $2.3M
Landmark Investment Partners, L.P. 1.78% New 33,641 $2.2M
Beacon Pointe Advisors, LLC 0.02% Add +0.6% 33,144 $2.1M
Public Employees Retirement Association of Colorado 0.01% No change 32,755 $2.1M
Vident Advisory, LLC 0.02% Reduce -11.9% 32,544 $2.1M
Creative Planning 0.00% Add +76.0% 32,288 $2.1M
Sarasin & Partners LLP 0.02% Reduce -65.0% 32,408 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -10.5% 31,955 $2.1M
Consolidated Investment Group LLC 0.24% No change 30,000 $1.9M
Summit Place Financial Advisors, LLC 0.89% Add +5.5% 29,065 $1.9M
Naviter Wealth, LLC 0.22% Add +4.8% 28,676 $1.9M
MML Investors Services, LLC 0.01% Add +3.1% 28,724 $1.9M
Bokf, NA 0.03% Reduce -2.8% 28,338 $1.8M
Avanza Fonder AB 0.05% No change 27,828 $1.8M
Fisher Funds Management LTD 0.05% No change 27,824 $1.8M
Pacer Advisors, Inc. 0.00% Reduce -39.0% 27,697 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -2.1% 27,150 $1.8M
Swiss Life Asset Management Ltd 0.01% Reduce -8.4% 26,948 $1.7M
Edgestream Partners, L.P. 0.05% New 26,855 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 26,757 $1.7M
Vanderbilt University 0.29% Reduce -0.3% 26,644 $1.7M
Magnetar Financial LLC 0.01% Reduce -50.3% 25,864 $1.7M
Mizuho Securities USA LLC 0.03% Add +7.1% 25,312 $1.7M
HGI Capital Management, LLC 4.47% Reduce -57.6% 25,128 $1.6M
Pensionfund Sabic 0.44% Reduce -7.5% 24,853 $1.6M
Erste Asset Management GmbH 0.02% Reduce -39.0% 25,000 $1.6M
Allstate Corp. 0.04% Add +163.6% 24,071 $1.6M
Captrust Financial Advisors 0.00% Reduce -5.8% 24,012 $1.6M
Kentucky Retirement Systems 0.04% Reduce -1.7% 23,779 $1.5M
AG2R La Mondiale Gestion D'actifs 0.08% No change 22,528 $1.5M
Sterling Capital Management LLC 0.02% Reduce -8.7% 23,418 $1.5M
Ethic Inc. 0.02% Reduce -34.9% 23,237 $1.5M
Pathstone Holdings, LLC 0.01% Reduce -3.3% 22,935 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.9% 23,373 $1.5M
Ossiam 0.02% Reduce -21.4% 22,082 $1.4M
Sanctuary Advisors, LLC 0.01% Add +8.6% 21,794 $1.4M
Simplex Trading, LLC 0.03% New 21,690 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -10.7% 21,627 $1.4M
Atria Investments, Inc 0.02% Add +2.7% 21,483 $1.4M
Daiichi Life Insurance Co., Ltd. 0.03% No change 21,438 $1.4M
DoubleLine ETF Adviser LP 0.42% Add +6.1% 21,346 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -0.8% 20,844 $1.4M
Martingale Asset Management L P 0.03% Add +6.8% 21,078 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +0.1% 20,313 $1.3M
Hartford Investment Management Co. 0.04% Reduce -0.9% 20,299 $1.3M
Long Pond Capital, LP 0.09% New 20,037 $1.3M
Squarepoint Ops LLC 0.00% Reduce -52.8% 19,137 $1.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.9% 18,921 $1.2M
Cwm, LLC 0.00% Add +227.9% 18,661 $1.2M
Moran Wealth Management, LLC 0.04% Reduce -0.3% 18,474 $1.2M
Maryland State Retirement & Pension System 0.03% No change 18,408 $1.2M
Summit Trail Advisors, LLC 0.02% Add +157.1% 18,295 $1.2M
Louisiana State Employees Retirement System 0.02% Add +1.1% 18,200 $1.2M
FJ Capital Management LLC 0.12% New 17,935 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -6.2% 16,692 $1.1M
Nomura Holdings Inc. 0.01% New 16,571 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +53.7% 16,367 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +0.1% 15,621 $1.0M
Groupama Asset Managment 0.01% Add +57.0% 15,513 $1.0M
New Mexico Educational Retirement Board 0.03% Reduce -3.1% 15,488 $1.0M
Snowden Capital Advisors LLC 0.03% Add +4.1% 15,311 $1.0M
Lecap Asset Management Ltd. 0.34% Add +259.9% 15,306 $991K
Global Wealth Management Investment Advisory, Inc. 0.17% Add +10.8% 15,229 $986K
Jamison Private Wealth Management, Inc. 0.13% Add +1.1% 15,176 $982K
NJ State Employees Deferred Compensation Plan 0.11% No change 15,000 $971K
Jump Financial, LLC 0.01% Add +32.3% 14,947 $968K
FORA Capital, LLC 0.17% Reduce -21.4% 14,934 $967K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.3% 14,943 $958K
E. Ohman J:or Asset Management AB 0.02% Add +15.8% 14,662 $949K
Bridgefront Capital, LLC 0.28% Add +89.7% 14,639 $948K
Vinva Investment Management Ltd 0.02% Add +220.8% 14,511 $930K
American Assets Capital Advisers, LLC 0.98% Add +23.3% 14,274 $924K
Mariner, LLC 0.00% Reduce -52.3% 14,149 $916K
Engineers Gate Manager LP 0.01% Reduce -47.5% 13,826 $895K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +0.9% 13,758 $891K
HighTower Advisors, LLC 0.00% Add +0.5% 13,754 $890K
Cascade Financial Partners, LLC 0.10% Add +4.0% 13,293 $860K
RB Capital Management, LLC 0.19% Add +0.3% 13,272 $859K
Chicago Partners Investment Group LLC 0.02% Add +0.2% 13,921 $856K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +4.8% 12,948 $838K
Fox Run Management, L.L.C. 0.13% Reduce -7.2% 12,826 $830K
OMERS ADMINISTRATION Corp 0.01% No change 12,816 $830K
LVW Advisors, LLC 0.08% Reduce -31.1% 12,541 $812K
Exencial Wealth Advisors, LLC 0.03% Add +9.4% 12,540 $812K
GeoWealth Management, LLC 0.03% Add +22.1% 12,159 $787K
Farringdon Capital, Ltd. 0.20% New 12,156 $787K
Commerce Bank 0.00% Reduce -1.1% 11,962 $774K
Blair William & Co. 0.00% Add +0.4% 11,922 $772K
United Capital Financial Advisors, LLC 0.01% Add +2.0% 11,589 $750K
Intech Investment Management LLC 0.01% Reduce -1.0% 11,302 $732K
Arkadios Wealth Advisors 0.02% Add +13.2% 11,295 $731K
Campbell & CO Investment Adviser LLC 0.06% New 11,291 $731K
Kingswood Wealth Advisors, LLC 0.04% Reduce -4.1% 11,276 $730K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +1.5% 11,077 $717K
AE Wealth Management LLC 0.00% New 10,681 $691K
Park Avenue Securities LLC 0.01% Reduce -14.2% 10,579 $685K
DRW Securities, LLC 0.03% Add +233.8% 10,375 $674K
Conning Inc. 0.02% Add +3.5% 10,189 $660K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -3.0% 9,967 $645K
Brown Advisory Inc. 0.00% Reduce -6.9% 9,643 $624K
Saturna Capital Corp. 0.01% No change 9,575 $620K
Longfellow Investment Management Co. LLC 0.14% Add +93.6% 9,409 $609K
Assetmark, Inc. 0.00% Add +1.2% 9,398 $608K
Mufg Securities Americas Inc. 0.04% Add +23.7% 9,372 $607K
Fifth Third Bancorp 0.00% Add +24.4% 9,246 $598K
Probity Advisors, Inc. 0.10% Add +0.7% 9,098 $589K
Penserra Capital Management LLC 0.01% Add +0.2% 9,066 $585K
Empowered Funds, LLC 0.01% Add +4.1% 8,961 $580K
Fiduciary Trust Co 0.01% Reduce -14.8% 8,903 $576K
Westerkirk Capital Inc. 0.07% No change 8,800 $570K
Inspire Advisors, LLC 0.05% Add +12.9% 8,793 $569K
NewEdge Wealth, LLC 0.01% Add +6.2% 9,514 $569K
Tower Research Capital LLC (TRC) 0.02% Reduce -21.1% 8,568 $555K
Truist Financial Corp. 0.00% Reduce -12.7% 8,528 $552K
Machina Capital S.A.S. 0.10% Reduce -9.3% 8,463 $548K
AlphaQuest LLC 0.04% Add +249.5% 8,408 $544K
Harbor Capital Advisors, Inc. 0.04% Add +2.8% 8,361 $541K
Stevens Capital Management LP 0.07% Reduce -16.3% 8,264 $535K
Vontobel Holding Ltd. 0.00% New 8,265 $535K
Latash Investments, LLC 0.39% No change 8,226 $532K
Bull Street Advisors, LLC 0.25% No change 8,122 $526K
B. Metzler seel. Sohn & Co. AG 0.00% No change 8,039 $520K
Wealth Alliance, LLC 0.05% Reduce -2.4% 8,002 $518K
ING Groep NV 0.00% Reduce -82.4% 7,927 $513K
GC Wealth Management RIA, LLC 0.02% New 7,829 $507K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.4% 7,815 $506K
Fiduciary Group, LLC 0.04% Reduce -3.7% 7,802 $505K
M&T Bank Corp 0.00% Reduce -80.9% 7,656 $495K
Kintegral Advisory, LLC 0.04% Reduce -0.5% 7,491 $490K
Bessemer Group Inc. 0.00% Add +1.3% 7,525 $487K
Vestcor Inc 0.01% No change 7,462 $483K
NewEdge Advisors, LLC 0.00% Reduce -0.5% 7,453 $482K
Elevation Point Wealth Partners, LLC 0.03% Add +2138.6% 7,365 $482K
Waterloo Capital, L.P. 0.04% Add +1.1% 7,422 $480K
Tudor Investment Corporation 0.00% Reduce -92.8% 7,376 $477K
Vestmark Advisory Solutions, Inc. 0.01% New 7,365 $477K
Oppenheimer & Co. Inc. 0.01% Reduce -83.0% 7,309 $473K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -5.0% 7,227 $468K
GAMMA Investing LLC 0.03% Reduce -3.0% 7,212 $467K
&partners 0.00% Add +24.7% 7,293 $451K
Praxis Investment Management Inc. 0.03% No change 6,790 $440K
MUFG Securities EMEA plc 0.01% Add +560.6% 6,652 $431K
Mystic Asset Management, Inc. 0.10% No change 6,580 $426K
Kestra Advisory Services, LLC 0.00% Add +4.0% 6,573 $425K
Focus Partners Wealth 0.00% Reduce -31.4% 6,571 $421K
Quadrant Capital Group LLC 0.01% Reduce -2.9% 6,494 $420K
Man Group plc 0.00% New 6,300 $408K
Abc Arbitrage SA 0.04% Reduce -79.5% 6,278 $406K
Mill Capital Management, LLC 0.03% No change 6,250 $405K
Indiana Trust & Investment Management Co 0.12% No change 6,134 $397K
Sumitomo Life Insurance Co. 0.01% Reduce -3.7% 6,060 $392K
GF Fund Management Co. LTD. 0.01% Add +0.2% 6,041 $391K
Kestra Private Wealth Services, LLC 0.01% Reduce -13.9% 6,005 $389K
State of Wyoming 0.04% Add +4.4% 5,937 $384K
Orion Porfolio Solutions, LLC 0.00% Reduce -75.8% 5,919 $383K
Oppenheimer Asset Management Inc. 0.00% New 5,843 $378K
HB Wealth Management, LLC 0.00% Add +5.0% 5,821 $377K
Merit Financial Group, LLC 0.00% Add +14.8% 5,707 $369K
First Affirmative Financial Network 0.17% Add +8.5% 5,675 $367K
Tema ETFs LLC 0.03% New 5,584 $361K
Avior Wealth Management, LLC 0.01% Reduce -13.1% 5,492 $355K
Rossby Financial, LCC 0.12% No change 5,500 $353K
Brass Tax Wealth Management, Inc. 0.06% No change 5,390 $349K
Platform Technology Partners 0.08% Reduce -1.0% 5,371 $348K
Ethos Financial Group, LLC 0.03% Add +33.6% 5,308 $344K
Mgo One Seven LLC 0.01% Add +29.3% 5,286 $342K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.9% 5,286 $342K
Consolidated Portfolio Review Corp 0.04% Add +1.2% 5,220 $338K
Armistice Capital, LLC 0.01% New 5,120 $331K
XTX Topco Ltd 0.02% New 5,078 $329K
AlphaStar Capital Management, LLC 0.03% Add +9.5% 5,035 $326K
Winebrenner Capital Management LLC 0.23% No change 5,000 $324K
Private Advisor Group, LLC 0.00% Add +35.6% 4,990 $323K
Siemens Fonds Invest GmbH 0.02% Add +2.4% 4,917 $318K
Prestige Wealth Management Group LLC 0.06% Add +2.7% 4,848 $317K
Frank, Rimerman Advisors LLC 0.02% Add +0.3% 4,817 $312K
Ostrum Asset Management 0.01% Reduce -61.1% 4,802 $311K
Howland Capital Management LLC 0.01% No change 4,712 $308K
Principal Securities, Inc. 0.01% Reduce -8.8% 4,678 $303K
Profund Advisors LLC 0.01% Add +15.6% 4,672 $302K
Frontier Capital Management Co. LLC 0.00% Reduce -1.0% 4,609 $298K
Clarius Group, LLC 0.02% Reduce -8.3% 4,497 $291K
PEAK6 LLC 0.01% Reduce -91.1% 4,453 $288K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.9% 4,433 $287K
Mission Wealth Management, LP 0.01% Reduce -1.5% 4,397 $285K
Zimmer Partners, LP 0.01% Reduce -31.8% 4,376 $283K
Wynn Capital, LLC 0.14% No change 4,362 $282K
Oak Asset Management, LLC 0.10% No change 4,359 $282K
NorthRock Partners, LLC 0.01% New 4,355 $282K
Parallel Advisors, LLC 0.01% Add +11.6% 4,351 $282K
Prudential PLC 0.00% No change 4,348 $281K
Fortress Private Ledger, LLC 0.10% Add +27.1% 4,340 $281K
Independent Financial Group, LLC 0.01% Reduce -0.1% 4,337 $281K
Checchi Capital Advisers, LLC 0.02% Add +0.1% 4,324 $280K
Phoenix Financial Ltd. 0.00% Add +42.9% 4,300 $280K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 4,288 $278K
Klingman & Associates, LLC 0.01% Add +0.8% 4,261 $276K
Sustainable Insight Capital Management, LLC 0.09% New 4,228 $274K
Plato Investment Management Ltd 0.02% New 4,236 $272K
Haverford Trust Co 0.00% Reduce -3.6% 4,171 $270K
Transamerica Financial Advisors, LLC 0.02% Add +4.5% 4,163 $269K
111 Capital 0.05% Reduce -2.4% 4,153 $269K
Cresset Asset Management, LLC 0.00% Add +0.0% 4,100 $268K
Wedbush Securities Inc. 0.01% Add +13.9% 4,108 $266K
HUB Investment Partners, LLC 0.01% New 4,104 $266K
S-Bank Fund Management Ltd 0.04% Reduce -1.3% 4,103 $266K
Gateway Investment Advisers LLC 0.00% Reduce -17.7% 4,103 $266K
Arax Advisory Partners 0.00% Add +731.7% 4,092 $265K
Dorsey & Whitney Trust CO LLC 0.01% Add +21.4% 4,090 $265K
Roger Wittlin Investment Advisory, LLC 0.15% Reduce -9.1% 4,085 $264K
IHT Wealth Management, LLC 0.01% New 4,009 $260K
Sequoia Financial Advisors, LLC 0.00% Reduce -11.4% 4,006 $259K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +0.3% 3,983 $258K
Boothbay Fund Management, LLC 0.01% Reduce -97.9% 3,970 $257K
Peapack Gladstone Financial Corp. 0.00% No change 3,958 $256K
MAI Capital Management 0.00% Add +5.4% 3,933 $255K
Greenleaf Trust 0.00% Add +9.7% 3,905 $253K
J.W. Cole Advisors, Inc. 0.00% New 3,895 $252K
Benjamin Edwards Inc. 0.00% New 3,814 $247K
Sound View Wealth Advisors Group, LLC 0.02% Add +1.4% 3,785 $245K
Compound Planning, Inc. 0.01% Add +14.9% 3,771 $244K
Glenmede Investment Management, LP 0.00% Reduce -4.5% 3,734 $242K
Scientech Research LLC 0.08% New 3,722 $241K
C2C Wealth Management, LLC 0.20% No change 3,682 $238K
American Investment Services, Inc. 0.06% No change 3,665 $237K
Advisory Services Network, LLC 0.00% Reduce -0.7% 3,658 $237K
Cigna Investments Inc. 0.03% No change 3,628 $235K
Segment Wealth Management, LLC 0.01% Reduce -7.8% 3,587 $232K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.3% 3,564 $231K
Henshaw Capital LLC 0.01% No change 3,500 $227K
Janney Montgomery Scott LLC 0.00% Reduce -16.4% 3,473 $225K
Kingsview Wealth Management, LLC 0.00% Add +14.4% 3,456 $224K
Baron Wealth Management LLC 0.07% Add +3.9% 3,445 $223K
Evercore Wealth Management, LLC 0.00% New 3,406 $220K
Insigneo Advisory Services, LLC 0.02% Add +7.5% 3,378 $219K
Renaissance Group LLC 0.01% Add +0.4% 3,338 $216K
Gilman Hill Asset Management, LLC 0.03% No change 3,325 $215K
CX Institutional 0.01% Add +6.1% 3,274 $212K
Ameritas Investment Partners, Inc. 0.01% No change 3,256 $211K
EverSource Wealth Advisors, LLC 0.01% Reduce -19.3% 3,254 $211K
Farther Finance Advisors, LLC 0.00% Add +47.7% 3,231 $209K
Acorn Wealth Advisors, LLC 0.07% No change 3,228 $209K
Patton Fund Management, Inc. 0.04% No change 3,214 $208K
Capstone Investment Advisors, LLC 0.00% New 3,199 $207K
Successful Portfolios LLC 0.12% Add +0.0% 3,197 $207K
Summitry LLC 0.01% Add +6.3% 3,193 $207K
Burney Co./ 0.01% New 3,181 $206K
Modera Wealth Management, LLC 0.00% Reduce -0.8% 3,111 $201K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -19.1% 2,955 $193K
Signaturefd, LLC 0.00% Add +17.6% 2,938 $190K
Rothschild Investment LLC 0.01% Add +0.1% 2,845 $184K
Canada Post Corp Registered Pension Plan 0.01% No change 2,811 $180K
TD Private Client Wealth LLC 0.00% Reduce -2.2% 2,628 $170K
Hanson & Doremus Investment Management 0.02% Add +19.0% 2,507 $162K
Huntington National Bank 0.00% Reduce -22.3% 2,457 $159K
SG Americas Securities, LLC 0.00% Reduce -96.6% 2,435 $158K
North Star Investment Management Corp. 0.01% Add +4.4% 2,296 $149K
Physician Wealth Advisors, Inc. 0.02% Add +1.1% 2,144 $139K
Motco 0.01% Reduce -7.3% 2,103 $136K
Optimum Investment Advisors 0.05% No change 2,000 $129K
Caitong International Asset Management Co., Ltd 0.09% New 1,955 $127K
Atlantic Union Bankshares Corp 0.00% Add +680.0% 1,950 $126K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.2% 1,931 $125K
HM Payson & Co. 0.00% No change 1,890 $122K
Whittier Trust Co. 0.00% Reduce -5.0% 1,914 $121K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 1,850 $120K
Quent Capital, LLC 0.01% New 1,694 $110K
Elevation Wealth Partners, LLC 0.04% No change 1,689 $109K
1620 Investment Advisors, Inc. 0.07% Add +4.1% 1,510 $98K
Sherman Asset Management, Inc. 0.08% No change 1,505 $97K
Glen Eagle Advisors, LLC 0.01% Reduce -4.2% 1,491 $96K
Federated Hermes, Inc. 0.00% Reduce -0.2% 1,485 $96K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 1,303 $84K
Blue Trust, Inc. 0.00% Reduce -12.8% 1,286 $83K
Muzinich & Co., Inc. 0.03% No change 1,256 $81K
Montag A & Associates Inc. 0.00% Add +1.6% 1,233 $81K
Manchester Capital Management LLC 0.01% Reduce -4.0% 1,243 $80K
Brown Brothers Harriman & Co. 0.00% Add +25.6% 1,235 $80K
Trust Co. of Toledo NA 0.01% No change 1,224 $79K
Delta Asset Management LLC 0.01% No change 1,200 $78K
Cromwell Holdings LLC 0.04% Add +0.1% 1,167 $76K
Bartlett & Co. Wealth Management LLC 0.00% Add +3.7% 1,043 $68K
Smithfield Trust Co 0.00% No change 1,000 $65K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.4% 1,005 $64K
Global X Japan Co., Ltd. 0.01% Reduce -14.5% 946 $61K
CYBER HORNET ETFs LLC 0.04% Add +3.3% 930 $60K
First Command Advisory Services, Inc. 0.00% No change 900 $58K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.5% 892 $58K
Bear Mountain Capital, Inc. 0.02% No change 890 $56K
Larson Financial Group LLC 0.00% Reduce -13.7% 848 $55K
Sentry Investment Management LLC 0.04% Reduce -17.7% 866 $54K
Allworth Financial LP 0.00% Add +21.5% 819 $53K
Parvin Asset Management, LLC 0.05% No change 800 $52K
Smartleaf Asset Management LLC 0.00% Add +203.5% 780 $50K
Wealthspire Advisors, LLC 0.00% New 743 $48K
Covestor Ltd 0.03% Reduce -41.0% 723 $47K
AdvisorNet Financial, Inc 0.00% Reduce -0.7% 716 $46K
Parkside Financial Bank & Trust 0.00% Add +11.8% 682 $44K
Richardson Financial Services Inc. 0.03% No change 650 $42K
Independence Bank of Kentucky 0.01% No change 633 $41K
Global Retirement Partners, LLC 0.00% Add +6.9% 603 $39K
Boyd Watterson Asset Management LLC 0.01% No change 600 $39K
Summit Securities Group LLC 0.01% Add +159.3% 599 $39K
Financial Avengers, Inc. 0.02% Add +0.9% 552 $36K
Hantz Financial Services, Inc. 0.00% Add +434.6% 540 $35K
Salem Investment Counselors Inc. 0.00% No change 500 $33K
Deseret Mutual Benefit Administrators 0.01% No change 488 $32K
Avion Wealth 0.01% Add +5.3% 494 $31K
Harvest Fund Management Co., Ltd 0.00% New 473 $31K
Hollencrest Capital Management 0.00% Add +1.1% 476 $31K
Bruce G. Allen Investments, LLC 0.02% Add +2.4% 465 $30K
Legacy Bridge, LLC 0.01% No change 442 $29K
Group One Trading LLC 0.00% Reduce -72.8% 426 $28K
UMB Bank, n.a. 0.00% Add +24.4% 418 $27K
Fulcrum Asset Management LLP 0.01% No change 417 $27K
Collier Financial 0.02% — 404 $26K
Grove Bank & Trust 0.00% Reduce -10.1% 402 $26K
HHM Wealth Advisors, LLC 0.00% No change 400 $26K
CENTRAL TRUST Co 0.00% No change 400 $26K
Ancora Advisors LLC 0.00% No change 400 $26K
Golden State Wealth Management, LLC 0.00% Add +0.5% 382 $25K
Duncker Streett & Co. Inc. 0.00% No change 350 $23K
Versant Capital Management, Inc 0.00% Reduce -8.2% 347 $22K
Leonteq Securities AG 0.00% No change 340 $22K
Spire Wealth Management 0.00% Reduce -3.0% 321 $21K
Silvant Capital Management LLC 0.00% No change 311 $20K
TD Waterhouse Canada Inc. 0.00% Reduce -4.3% 312 $20K
IFP Advisors, Inc 0.00% Add +0.0% 279 $18K
Clearstead Advisors, LLC 0.00% Reduce -9.5% 275 $18K
First Horizon Corp. 0.00% — 270 $17K
Eastern Bank 0.00% No change 261 $17K
Rosenberg Matthew Hamilton 0.00% No change 260 $17K
Dynamic Wealth Strategies, LLC 0.01% No change 253 $16K
Gold Investment Management Ltd. 0.01% No change 252 $16K
CVA Family Office, LLC 0.00% Reduce -40.5% 247 $16K
Cullen/Frost Bankers, Inc. 0.00% Reduce -5.1% 240 $16K
Farmers & Merchants Investments Inc. 0.00% No change 228 $15K
Raiffeisen Bank International AG 0.00% New 228 $15K
Essential Partners LLC 0.00% Add +404.6% 217 $14K
True Wealth Design, LLC 0.00% Add +2244.4% 211 $14K
Mather Group, Llc. 0.00% New 203 $13K
West Branch Capital LLC 0.00% No change 200 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 200 $13K
Harbor Investment Advisory, LLC 0.00% No change 200 $13K
Lanark Financial, Inc. 0.00% Reduce -10.5% 196 $13K
REAP Financial Group, LLC 0.00% No change 194 $13K
Meeder Asset Management Inc. 0.00% Reduce -47.4% 185 $12K
MV Capital Management, Inc. 0.00% Reduce -0.6% 176 $11K
Rise Advisors, LLC 0.00% Add +10.1% 164 $11K
LRI Investments, LLC 0.00% New 157 $10K
GW&K Investment Management, LLC 0.00% Add +51.0% 151 $10K
Strategic Wealth Partners, Ltd. 0.00% No change 140 $9K
Private Wealth Management Group, LLC 0.00% Reduce -19.4% 137 $9K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 119 $8K
Sound Income Strategies, LLC 0.00% Add +11.2% 119 $7K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 113 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 111 $7K
Salomon & Ludwin, LLC 0.00% New 109 $7K
Concord Wealth Partners 0.00% No change 105 $7K
Key Financial Inc 0.00% No change 106 $7K
Zions Bancorporation, National Association 0.00% Reduce -84.0% 101 $7K
Anchor Investment Management, LLC 0.00% No change 100 $6K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -70.1% 99 $6K
Dogwood Wealth Management LLC 0.00% Add +15.3% 98 $6K
Hemington Wealth Management 0.00% No change 107 $6K
Princeton Global Asset Management LLC 0.00% No change 88 $6K
Steward Partners Investment Advisory, LLC 0.00% Reduce -74.7% 87 $6K
Sunbelt Securities, Inc. 0.00% New 83 $5K
Truvestments Capital LLC 0.00% New 80 $5K
Ogorek Anthony Joseph /NY/ 0.00% No change 91 $5K
Howard Hughes Medical Institute 0.00% Add +1.4% 74 $5K
SouthState Bank Corp 0.00% Reduce -37.9% 72 $5K
MCF Advisors LLC 0.00% New 69 $5K
Pacifica Partners Inc. 0.00% New 69 $4K
Harbour Investments, Inc. 0.00% Add +31.4% 67 $4K
Roxbury Financial LLC 0.00% No change 66 $4K
Cornerstone Planning Group LLC 0.00% Add +100.0% 68 $4K
FNY Investment Advisers, LLC 0.00% Reduce -89.4% 70 $4K
Red Tortoise LLC 0.00% No change 60 $4K
Ameritas Advisory Services, LLC 0.00% Reduce -99.4% 59 $4K
Quarry LP 0.00% Reduce -50.0% 56 $4K
Tradewinds Capital Management, LLC 0.00% No change 55 $4K
Park Place Capital Corp 0.00% No change 54 $3K
CoreCap Advisors, LLC 0.00% No change 54 $3K
Creative Financial Designs Inc. 0.00% Add +10.9% 51 $3K
Adirondack Trust Co. 0.00% No change 50 $3K
CNB Bank 0.00% No change 49 $3K
Medallion Wealth Advisors, LLC 0.00% No change 46 $3K
ORG Partners LLC 0.00% Add +310.0% 41 $3K
Abound Wealth Management 0.00% No change 40 $3K
Root Financial Partners, LLC 0.00% New 40 $3K
Advanced Portfolio Management, LLC 0.01% New 39 $3K
Bell Investment Advisors, Inc 0.00% Add +26.7% 38 $2K
Private Trust Co. NA 0.00% Add +40.7% 38 $2K
Financial Management Professionals, Inc. 0.00% Reduce -8.1% 34 $2K
St Germain D J Co. Inc. 0.00% No change 34 $2K
Plante Moran Financial Advisors, LLC 0.00% New 33 $2K
Raffa Wealth Management, LLC 0.00% No change 32 $2K
Kilter Group LLC 0.00% Reduce -25.0% 30 $2K
High Note Wealth, LLC 0.00% No change 28 $2K
Hughes Financial Services, LLC 0.00% Add +314.3% 29 $2K
Fortitude Family Office, LLC 0.00% Reduce -99.1% 26 $2K
Pacific Center for Financial Services 0.00% No change 26 $2K
Dunhill Financial, LLC 0.00% Reduce -3.7% 26 $2K
Activest Wealth Management 0.00% Reduce -80.3% 23 $1K
Guerra Advisors Inc 0.00% New 20 $1K
Highline Wealth Partners LLC 0.00% Reduce -47.4% 20 $1K
Albion Financial Group 0.00% No change 20 $1K
Johnson Financial Group, Inc. 0.00% New 19 $1K
Wilmington Savings Fund Society, FSB 0.00% Reduce -98.0% 19 $1K
Ameriflex Group, Inc. 0.00% New 18 $1K
Clark Wealth Partners 0.00% No change 17 $1K
Financial Network Wealth Advisors LLC 0.00% No change 15 $971
Aspect Partners, LLC 0.00% No change 15 $971
Principia Wealth Advisory, LLC 0.00% Reduce -30.0% 14 $906
Core Alternative Capital 0.00% No change 14 $906
Nvwm, LLC 0.00% No change 13 $841
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -50.0% 12 $777
Retirement Wealth Solutions LLC 0.00% New 10 $648
Sachetta, LLC 0.00% Reduce -68.8% 10 $648
Stance Capital LLC 0.00% New 9 $583
American Capital Advisory, LLC 0.00% Add +100.0% 8 $518
Breakwater Investment Management 0.00% New 8 $518
Wealth Watch Advisors, INC 0.00% New 8 $518
Financial Consulate, Inc. 0.00% New 8 $518
Country Trust Bank 0.00% New 8 $518
JPL Wealth Management, LLC 0.00% New 6 $389
Hurley Capital, LLC 0.00% New 5 $324
Strengthening Families & Communities, LLC 0.00% No change 4 $261
Davis Capital Management 0.00% — 4 $259
Turning Point Benefit Group, Inc. 0.00% New 4 $256
Bogart Wealth, LLC 0.00% New 3 $194
Colonial Trust Co / SC 0.00% Reduce -62.5% 3 $194
TFC Financial Management, Inc. 0.00% No change 2 $130
Tortoise Investment Management, LLC 0.00% Reduce -87.5% 2 $129
Beaird Harris Wealth Management, LLC 0.00% Reduce -99.9% 2 $98
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $65
Hazlett, Burt & Watson, Inc. 0.00% No change 5 $0
Capital Advisors, Ltd. LLC 0.00% No change 2 $0
Cloud Capital Management, LLC 0.00% New 11 $0

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