Vivmark ResidentialVMRK

13F holders, Q2 2026 (June 30)
717holders +10
76new positions
63sold out
8famous investors
$67.97avg. 13F price*

At the end of Q2 2026, 717 institutions reported holding Vivmark Residential (VMRK) in their 13F filings, up 10 from Q1 2026. 76 opened new positions and 63 sold out. The largest holders were BlackRock, Inc. ($3.1B), Norges Bank ($2.4B) and Vanguard Portfolio Management LLC ($2.1B). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).

Company
Vivmark Residential
Filed as
EQUITY RESIDENTIAL (Q2 2026)
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 2026 → Q2 2026

InstitutionsTotal Value
New Positions76$178.8M
Exits63$142.8M

All 13F filers, Q1 2026 → Q2 2026: 22,610,290 shares bought and 17,601,251 shares sold, net +5,009,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 717 holders

BlackRock, Inc. 0.05% Add +5.4% 45,712,847 $3.1B
Norges Bank 0.24% — 34,837,220 $2.4B
Vanguard Portfolio Management LLC 0.10% Reduce -0.4% 31,091,765 $2.1B
State Street Corp. 0.05% Reduce -1.4% 23,774,847 $1.6B
Vanguard Capital Management LLC 0.03% Add +2.5% 23,407,634 $1.6B
T. Rowe Price Associates Inc. 0.12% Reduce -2.8% 17,760,257 $1.2B
APG Asset Management US Inc. 5.22% No change 10,856,563 $745.1M
Geode Capital Management, LLC 0.04% Add +0.5% 10,607,485 $718.1M
First Eagle Investment Management, LLC 1.07% Add +0.6% 9,529,108 $647.3M
FMR LLC 0.02% Add +3.3% 6,955,754 $472.5M
Deutsche Bank AG 0.11% Add +34.2% 5,762,736 $391.5M
Dimensional Fund Advisors LP 0.07% Reduce -0.9% 5,384,176 $365.8M
Invesco Ltd. 0.03% Reduce -4.4% 5,211,680 $354.0M
Northern Trust Corp. 0.04% Reduce -19.4% 5,081,677 $345.2M
Charles Schwab Investment Management Inc. 0.05% Add +5.3% 4,993,498 $339.2M
Legal & General Group Plc 0.07% Reduce -0.8% 4,896,047 $332.6M
Cohen & Steers, Inc. 0.49% Reduce -29.6% 4,539,301 $308.4M
Morgan Stanley 0.02% Add +0.5% 4,505,352 $306.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +5893.5% 4,335,122 $294.5M
Resolution Capital Ltd 4.39% Add +71.8% 3,511,740 $238.6M
American Century Companies Inc. 0.10% Add +19.8% 3,390,542 $230.3M
Canada Pension Plan Investment Board 0.12% Add +23.9% 3,153,606 $214.2M
JPMorgan Chase & Co. 0.01% Reduce -37.1% 3,133,026 $214.1M
Bank of America Corp. 0.01% Add +4.6% 3,004,393 $204.1M
Nuveen, LLC 0.05% Reduce -6.6% 2,878,003 $195.5M
Prudential Financial Inc. 0.19% Add +2.6% 2,505,097 $170.2M
Goldman Sachs Group Inc. 0.02% Reduce -3.4% 2,453,101 $166.6M
CBRE Investment Management Listed Real Assets LLC 2.04% Add +38.9% 2,155,307 $146.4M
Bank of New York Mellon Corp 0.02% Add +0.7% 2,065,879 $140.3M
Vanguard Fiduciary Trust Co. 0.03% Reduce -0.3% 1,945,466 $132.2M
UBS Group AG 0.02% Add +18.3% 1,891,290 $128.5M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -9.5% 1,841,442 $125.1M
Boston Partners 0.11% Reduce -20.1% 1,832,379 $124.5M
Russell Investments Group, Ltd. 0.11% Add +33.3% 1,803,759 $122.6M
HSBC Holdings PLC 0.06% Add +21.0% 1,776,839 $120.7M
Lasalle Investment Management Securities LLC 3.65% Add +4.6% 1,508,797 $102.5M
Teacher Retirement System of Texas 0.25% Reduce -11.3% 1,375,034 $93.4M
Amundi 0.02% Reduce -15.7% 1,285,959 $87.4M
Massachusetts Financial Services Co. 0.03% Reduce -6.0% 1,184,124 $87.3M
Arrowstreet Capital, Limited Partnership 0.04% Add +392.9% 1,256,292 $85.3M
State of Tennessee, Department of Treasury 0.25% Add +3.1% 1,231,163 $83.6M
Centersquare Investment Management LLC 0.71% Add +5.7% 1,221,100 $82.9M
S&G Foundation 3.80% No change 1,200,000 $81.5M
Holocene Advisors, LP 0.18% Add +1.9% 1,189,300 $80.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.5% 1,120,569 $76.1M
Davis Asset Management, L.P. 1.83% Reduce -0.3% 1,065,000 $72.3M
Citadel Advisors 0.04% Add +102.4% 994,638 $67.6M
Stifel Financial Corp. 0.06% Reduce -0.3% 988,616 $67.2M
Rush Island Management, LP 4.40% New 976,765 $66.4M
Swiss National Bank 0.03% Reduce -10.3% 951,050 $64.6M
Citigroup Inc. 0.03% Add +5.9% 891,701 $60.6M
Alliancebernstein L.P. 0.02% Add +90.2% 961,950 $56.9M
First Trust Advisors LP 0.03% Reduce -5.1% 823,453 $55.9M
CANADA LIFE ASSURANCE Co 0.09% Reduce -0.3% 800,090 $54.3M
Royal Bank of Canada 0.01% Add +67.9% 783,024 $53.2M
Vanguard Global Advisers, LLC 0.02% Reduce -2.4% 736,983 $50.1M
BNP Paribas Financial Markets 0.03% Reduce -42.3% 731,659 $49.7M
Heitman Real Estate Securities LLC 3.17% Reduce -17.5% 727,588 $49.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +10.9% 724,629 $49.2M
Adelante Capital Management LLC 3.23% Reduce -19.1% 723,095 $49.1M
Rhumbline Advisers 0.04% Reduce -2.4% 711,346 $48.3M
California Public Employees Retirement System 0.03% Add +2.4% 710,480 $48.3M
Sei Investments Co. 0.04% Add +7.0% 697,687 $47.4M
Chai Trust Co. LLC 3.18% Reduce -3.5% 681,019 $46.3M
Asset Management One Co., Ltd. 0.12% Add +1.3% 679,279 $46.1M
Nomura Asset Management Co. Ltd. 0.10% Add +3.0% 676,981 $46.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +66.5% 628,644 $42.7M
Aberdeen Group plc 0.06% Add +6.8% 606,569 $41.2M
Jones Financial Companies LLLP 0.02% Add +16.8% 601,419 $41.1M
Principal Financial Group Inc. 0.02% Reduce -16.9% 604,183 $41.0M
Seven Post Investment Office LP 11.63% Add +1.7% 603,185 $41.0M
Clearbridge Investments, LLC 0.03% Reduce -2.0% 591,629 $40.2M
FIL Ltd 0.03% Add +11.8% 564,558 $38.4M
California State Teachers Retirement System 0.04% Reduce -0.8% 559,710 $38.0M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -33.5% 553,982 $37.6M
Public Employees Retirement System of Ohio 0.11% Reduce -2.4% 549,621 $37.3M
Barclays PLC 0.01% Reduce -56.9% 543,229 $36.9M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -5.0% 530,229 $36.0M
Hazelview Securities Inc. 4.57% Add +46.7% 472,383 $33.0M
Voloridge Investment Management, LLC 0.14% New 481,785 $32.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -9.4% 462,623 $31.4M
Renaissance Technologies 0.04% Reduce -22.5% 461,400 $31.3M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +12.8% 446,680 $30.3M
Bank of Montreal 0.01% Add +26.1% 441,083 $30.0M
Balyasny Asset Management L.P. 0.06% Add +8439.3% 438,236 $29.8M
Vanguard Investments Australia, Ltd. 0.07% Reduce -2.3% 423,254 $28.8M
Town Lane Management LP 25.64% No change 422,900 $28.7M
Investure, LLC 1.78% No change 419,069 $28.5M
Natixis Advisors, LLC 0.03% Add +22.8% 409,846 $27.8M
Starwood Capital Group Management, L.L.C. 12.32% No change 388,438 $26.4M
Allianz Asset Management GmbH 0.02% Reduce -20.1% 384,862 $26.1M
Ameriprise Financial Inc. 0.01% Reduce -4.5% 422,201 $25.9M
Caisse de depot et placement du Quebec 0.04% Reduce -73.2% 372,112 $25.3M
Daiwa Securities Group Inc. 0.06% Add +3.0% 365,740 $24.8M
Macquarie Group Ltd. 0.11% Add +0.6% 362,110 $24.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +40.2% 353,739 $24.0M
Pictet Asset Management Holding SA 0.02% Reduce -13.8% 346,086 $23.5M
APG Asset Management N.V. 0.06% Add +14.2% 383,963 $22.8M
Quantinno Capital Management LP 0.03% Add +21.9% 335,059 $22.8M
State Board of Administration of Florida Retirement System 0.04% Reduce -2.8% 331,945 $22.5M
Aviva PLC 0.03% Add +0.6% 298,663 $20.3M
Danske Bank A/S 0.04% Add +12.1% 293,901 $20.0M
Baron Capital (BAMCO) 0.03% Reduce -39.1% 288,564 $19.6M
CIBC Asset Management Inc 0.04% Add +245.6% 288,442 $19.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +5.1% 287,690 $19.5M
New York State Teachers Retirement System 0.03% Reduce -0.5% 274,801 $18.7M
New York State Common Retirement Fund 0.02% Add +15.4% 273,432 $18.6M
Victory Capital Management Inc. 0.01% Reduce -1.0% 267,576 $18.2M
Retirement Systems of Alabama 0.05% Reduce -0.5% 263,356 $17.9M
Wells Fargo & Company 0.00% Add +12.6% 259,339 $17.6M
SG Americas Securities, LLC 0.01% Reduce -40.0% 253,936 $17.3M
AQR Capital Management 0.01% Add +11.1% 250,624 $16.9M
Handelsbanken Fonder AB 0.05% Add +30.1% 248,010 $16.8M
ExodusPoint Capital Management, LP 0.15% New 242,297 $16.5M
Creative Planning 0.01% Add +53.5% 241,376 $16.4M
Coronation Fund Managers Ltd. 0.63% No change 241,124 $16.4M
Storebrand Asset Management As 0.04% Add +1.5% 240,159 $16.3M
TD Asset Management Inc 0.01% Reduce -2.3% 239,476 $16.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +5.5% 229,209 $15.6M
Exchange Traded Concepts, LLC 0.08% Add +23.6% 224,705 $15.3M
Van Eck Associates Corp. 0.01% Reduce -4.1% 222,785 $15.1M
Apollo Management Holdings, L.P. 0.25% No change 222,720 $15.1M
State of Alaska, Department of Revenue 0.15% Reduce -1.9% 219,478 $14.9M
Cibc World Market Inc. 0.02% Reduce -23.0% 218,286 $14.8M
Royal London Asset Management Ltd. 0.03% Reduce -2.4% 215,365 $14.6M
Arax Advisory Partners 0.10% Add +72771.2% 214,970 $14.6M
Mackenzie Financial Corp. 0.01% Add +113.1% 213,512 $14.5M
National Bank of Canada 0.01% Reduce -12.6% 202,573 $13.8M
Robeco Institutional Asset Management B.V. 0.02% Add +47.4% 201,901 $13.7M
Resona Asset Management Co.,Ltd. 0.06% Reduce -3.0% 199,299 $13.6M
Varma Mutual Pension Insurance Co 0.07% Reduce -9.2% 195,500 $13.3M
CIBC Bancorp USA Inc. 0.02% Reduce -15.6% 191,916 $13.0M
State of Wisconsin Investment Board 0.02% Reduce -25.3% 180,020 $12.2M
Vert Asset Management LLC 3.34% Add +1.9% 179,611 $12.2M
Aew Capital Management L P 0.73% Reduce -0.1% 179,384 $12.2M
Raymond James Financial Inc. 0.00% Reduce -5.0% 178,787 $12.1M
STRS Ohio 0.04% Reduce -17.6% 175,016 $11.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.07% Reduce -34.4% 168,085 $11.4M
Mercer Global Advisors Inc. 0.01% Add +9.5% 166,974 $11.3M
Illinois Municipal Retirement Fund 0.13% Add +270.2% 166,646 $11.3M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.8% 165,455 $11.2M
Treasurer of the State of North Carolina 0.03% Reduce -2.0% 158,835 $10.8M
Toronto Dominion Bank 0.02% Reduce -1.7% 152,950 $10.4M
SEB Asset Management AB 0.04% Add +0.7% 150,992 $10.3M
Gotham Asset Management 0.02% Reduce -29.6% 149,905 $10.2M
State of New Jersey Common Pension Fund D 0.03% No change 146,081 $9.9M
QRG Capital Management, Inc. 0.08% Add +18.0% 146,041 $9.9M
Metis Global Partners, LLC 0.22% Add +35.1% 141,878 $9.6M
Capitolis Liquid Global Markets LLC 0.04% Add +20.7% 140,000 $9.5M
Soltis Investment Advisors LLC 0.54% Add +6.7% 138,790 $9.4M
Squarepoint Ops LLC 0.02% Add +260.7% 137,133 $9.3M
Nomura Asset Management International Inc. 0.01% Add +4.2% 136,200 $9.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Reduce -0.5% 135,770 $9.2M
Franklin Resources Inc. 0.00% Reduce -4.0% 135,232 $9.2M
Sophron Capital Management L.P. 2.83% Reduce -47.8% 134,534 $9.1M
Quinn Opportunity Partners LLC 0.43% No change 134,065 $9.1M
IFM Investors Pty Ltd 0.06% Reduce -0.2% 132,017 $9.0M
DekaBank Deutsche Girozentrale 0.02% No change 151,975 $8.9M
KLP Kapitalforvaltning As 0.03% No change 130,094 $8.9M
NEOS Investment Management LLC 0.03% Add +10.4% 129,651 $8.8M
Nykredit A/S 0.03% — 127,274 $8.6M
USS Investment Management Ltd 0.03% Add +25.1% 123,892 $8.4M
Wealthfront Advisers LLC 0.02% Add +69.3% 119,597 $8.1M
Envestnet Asset Management Inc. 0.00% Add +3.8% 114,036 $7.7M
Hudson Edge Investment Partners Inc. 1.01% New 108,814 $7.4M
Guggenheim Capital LLC 0.05% Add +43.2% 107,019 $7.3M
KBC Group NV 0.02% Add +16.8% 106,582 $7.2M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -8.8% 106,556 $7.2M
Fideuram Asset Management (Ireland) dac 0.14% Add +433.2% 107,232 $7.2M
Investment Management Corp of Ontario 0.09% Reduce -4.1% 102,960 $7.0M
American Assets Investment Management, LLC 0.41% No change 100,000 $6.8M
Nissay Asset Management Corp. /Japan 0.03% Reduce -2.2% 99,639 $6.8M
State of Michigan Retirement System 0.03% Add +5.0% 99,125 $6.7M
Public Sector Pension Investment Board 0.02% Reduce -0.4% 97,400 $6.6M
Czech National Bank 0.04% Add +3.6% 97,048 $6.6M
Arizona State Retirement System 0.03% Reduce -1.6% 96,681 $6.6M
Uniplan Investment Counsel, Inc. 0.62% Add +88.5% 94,452 $6.4M
Davis Selected Advisers 0.03% Reduce -13.2% 91,855 $6.2M
Federation des caisses Desjardins du Quebec 0.02% Add +13.7% 90,554 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -9.8% 90,172 $6.1M
Baillie Gifford & Co. 0.01% Reduce -19.8% 90,141 $6.1M
Worldquant Millennium Advisors LLC 0.02% Reduce -48.0% 89,797 $6.1M
MetLife Investment Management, LLC 0.03% Reduce -2.8% 88,129 $6.0M
Westpac Banking Corp. 0.36% Reduce -0.1% 86,536 $5.9M
Masterton Capital Management, LP 4.90% No change 85,246 $5.8M
Consolidated Investment Group LLC 0.50% Add +4.9% 85,100 $5.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +2.0% 80,323 $5.5M
Thrivent Financial for Lutherans 0.01% Reduce -0.1% 78,820 $5.4M
DNB Asset Management AS 0.01% Reduce -0.3% 77,065 $5.2M
UniSuper Management Pty Ltd 0.03% Reduce -36.9% 76,794 $5.2M
Corient Private Wealth LP 0.01% Reduce -9.4% 76,689 $5.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -32.8% 76,516 $5.2M
Landmark Investment Partners, L.P. 4.77% New 79,904 $5.2M
Woodline Partners LP 0.02% Add +9.1% 74,116 $5.0M
Caprock Group, LLC 0.09% Add +13.0% 71,690 $4.9M
Vestcor Inc 0.12% Reduce -8.4% 72,043 $4.9M
Voya Investment Management LLC 0.00% Reduce -0.8% 71,913 $4.9M
Inspire Investing, LLC 0.20% Add +12.7% 71,503 $4.9M
LPL Financial LLC 0.00% Add +6.3% 71,400 $4.9M
Natixis 0.02% Reduce -11.8% 71,300 $4.8M
Eurizon Capital SGR S.p.A. 0.01% Reduce -9.5% 69,940 $4.8M
Allstate Corp. 0.05% Reduce -18.5% 69,950 $4.8M
Ensign Peak Advisors, Inc 0.01% Add +23.8% 68,918 $4.7M
Alberta Investment Management Corp 0.03% No change 68,860 $4.7M
Xponance LLC 0.03% Reduce -2.3% 66,870 $4.5M
Credit Agricole S A 0.01% Add +17.7% 65,635 $4.5M
Jupiter Topco LLC 0.00% — 65,639 $4.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.11% Reduce -23.9% 65,173 $4.4M
ProShare Advisors LLC 0.01% Reduce -26.3% 64,711 $4.4M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +10.3% 64,060 $4.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 63,504 $4.3M
Cetera Investment Advisers 0.00% Add +1.6% 62,162 $4.2M
Cander Asset Management LP 0.78% New 61,750 $4.2M
New Age Alpha Advisors, LLC 0.18% Reduce -0.7% 61,701 $4.2M
Amalgamated Bank 0.03% Reduce -4.9% 61,543 $4.2M
O'shaughnessy Asset Management, LLC 0.02% Add +9.5% 60,987 $4.1M
Yousif Capital Management, LLC 0.04% Reduce -3.4% 58,367 $4.0M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -2.9% 56,786 $3.9M
Utah Retirement Systems 0.04% Reduce -7.9% 56,615 $3.8M
Korea Investment CORP 0.01% Reduce -76.6% 56,578 $3.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -5.3% 56,449 $3.8M
Rakuten Investment Management, Inc. 0.01% Add +7.0% 55,550 $3.8M
Texas Yale Capital Corp. 0.08% Add +0.0% 55,573 $3.8M
Andra AP-fonden 0.04% Reduce -45.1% 54,300 $3.7M
Bank of Nova Scotia 0.01% Reduce -42.3% 54,203 $3.7M
Ar Asset Management Inc. 0.68% No change 54,100 $3.7M
Pensionfund PDN 1.89% No change 54,056 $3.7M
AQR Arbitrage LLC 0.06% New 53,828 $3.6M
Barings LLC 0.07% No change 52,076 $3.5M
Nisa Investment Advisors, LLC 0.01% Reduce -24.3% 51,373 $3.5M
Vontobel Holding Ltd. 0.01% Reduce -2.7% 50,899 $3.5M
New York Life Investment Management LLC 0.02% Reduce -0.6% 50,683 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +1.5% 50,579 $3.4M
Swiss Life Asset Management Ltd 0.01% Add +21.2% 50,558 $3.4M
Candriam S.C.A. 0.02% Add +8.5% 50,529 $3.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -2.3% 49,568 $3.4M
Los Angeles Capital Management LLC 0.01% Add +2415.8% 47,925 $3.3M
Y-Intercept (Hong Kong) Ltd 0.06% New 47,598 $3.2M
Polymer Capital Management (US) LLC 0.47% New 47,199 $3.2M
Jefferies Financial Group Inc. 0.03% Add +369.4% 46,936 $3.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +41.7% 45,854 $3.1M
PNC Financial Services Group, Inc. 0.00% Reduce -6.1% 42,928 $2.9M
Landscape Capital Management, L.L.C. 0.19% New 42,505 $2.9M
Rafferty Asset Management, LLC 0.01% Add +25.4% 42,432 $2.9M
ING Groep NV 0.01% Reduce -5.5% 41,920 $2.8M
Oregon Public Employees Retirement Fund 0.03% Add +6.5% 41,891 $2.8M
Neuberger Berman Group LLC 0.00% Add +6.0% 41,303 $2.8M
MML Investors Services, LLC 0.01% Add +37.3% 40,950 $2.8M
M&T Bank Corp 0.01% Reduce -4.1% 40,340 $2.7M
Azzad Asset Management Inc. 0.24% Add +1.9% 39,958 $2.7M
Ilmarinen Mutual Pension Insurance Co 0.02% Reduce -37.7% 39,600 $2.7M
Avanza Fonder AB 0.06% Add +46.7% 38,997 $2.6M
National Pension Service 0.00% Reduce -94.0% 38,971 $2.6M
OP Asset Management Ltd 0.03% Add +2.6% 38,351 $2.6M
Knights of Columbus Asset Advisors LLC 0.13% No change 38,156 $2.6M
Summit Financial, LLC 0.03% Add +12.2% 37,734 $2.6M
Tidal Investments LLC 0.01% Add +32.3% 37,384 $2.5M
Nordea Investment Management AB 0.00% Add +0.2% 37,070 $2.5M
Norinchukin Bank, The 0.02% Reduce -1.5% 36,797 $2.5M
Ethic Inc. 0.03% Add +41.5% 36,677 $2.5M
Mutual of America Capital Management LLC 0.02% Reduce -3.0% 35,451 $2.4M
Verition Fund Management LLC 0.02% New 35,238 $2.4M
Summit Place Financial Advisors, LLC 1.04% Add +22.0% 34,962 $2.4M
Naviter Wealth, LLC 0.21% Add +25.2% 34,367 $2.4M
Horizon Investments, LLC 0.03% Add +1.2% 34,640 $2.4M
Vanderbilt University 0.32% Add +29.0% 34,311 $2.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -0.6% 34,301 $2.3M
Schroder Investment Management Group 0.00% Reduce -95.0% 32,993 $2.3M
Public Employees Retirement Association of Colorado 0.01% No change 32,755 $2.2M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -1.6% 32,621 $2.2M
Edgestream Partners, L.P. 0.06% Reduce -72.2% 31,957 $2.2M
US Bancorp \de 0.00% Reduce -8.9% 31,919 $2.2M
BDF-Gestion 0.29% Reduce -10.1% 42,492 $2.1M
Nomura Holdings Inc. 0.01% Add +177.8% 31,267 $2.1M
Weil Company, Inc. 0.36% New 30,372 $2.1M
D. E. Shaw & Co. 0.00% Reduce -43.5% 29,865 $2.0M
AG2R La Mondiale Gestion D'actifs 0.07% Reduce -9.1% 28,800 $2.0M
Sanctuary Advisors, LLC 0.01% Add +48.9% 28,783 $2.0M
Cascade Financial Partners, LLC 0.17% Add +34.4% 28,679 $1.9M
Alps Advisors Inc. 0.01% New 28,492 $1.9M
Great Lakes Advisors, LLC 0.01% New 28,093 $1.9M
Fisher Funds Management LTD 0.05% No change 27,824 $1.9M
Vident Advisory, LLC 0.01% Reduce -6.5% 27,670 $1.9M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.1% 27,574 $1.9M
Pacer Advisors, Inc. 0.00% Reduce -11.7% 26,956 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 26,757 $1.8M
Mizuho Securities USA LLC 0.03% Add +28.4% 26,693 $1.8M
Bayhunt Capital LLC 2.35% Reduce -76.2% 28,747 $1.8M
Empire Financial Management Company, LLC 0.70% New 25,901 $1.8M
Pensionfund Sabic 1.88% No change 25,853 $1.8M
GAMCO Investors 0.02% Reduce -27.4% 25,399 $1.7M
Jump Financial, LLC 0.02% Add +235.4% 25,344 $1.7M
Captrust Financial Advisors 0.00% Reduce -0.8% 24,859 $1.7M
Kentucky Retirement Systems 0.04% Reduce -13.6% 23,910 $1.6M
Saudi Central Bank 0.02% Add +76.9% 23,604 $1.6M
Swedbank AB 0.00% Reduce -66.0% 23,485 $1.6M
Family Manage LLC 0.17% New 23,215 $1.6M
Summit Trail Advisors, LLC 0.02% Reduce -22.2% 23,149 $1.6M
Ossiam 0.02% Reduce -11.1% 22,779 $1.5M
Baird Financial Group, Inc. 0.00% Reduce -18.6% 22,142 $1.5M
Blue Sparrow, LLC 0.01% No change 22,110 $1.5M
Pathstone Holdings, LLC 0.00% Add +6.0% 21,807 $1.5M
Uhlmann Price Securities, LLC 0.06% Add +1.4% 21,752 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.5% 21,503 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Add +107.8% 21,616 $1.5M
Daiichi Life Insurance Co., Ltd. 0.03% No change 21,438 $1.5M
Crossmark Global Holdings, Inc. 0.02% Add +1.2% 21,329 $1.4M
GeoWealth Management, LLC 0.05% Add +51.9% 21,211 $1.4M
Millennium Management 0.00% Reduce -3.2% 21,114 $1.4M
XTX Topco Ltd 0.02% Reduce -48.9% 21,031 $1.4M
Maryland State Retirement & Pension System 0.02% Add +12.1% 20,637 $1.4M
Sarasin & Partners LLP 0.02% Reduce -18.9% 20,527 $1.4M
Abn Amro Investment Solutions 0.01% Add +45.1% 20,165 $1.4M
Global Wealth Management Investment Advisory, Inc. 0.19% Reduce -0.1% 19,163 $1.3M
Cerity Partners LLC 0.00% Add +13.2% 19,157 $1.3M
Hartford Investment Management Co. 0.04% Reduce -3.8% 18,955 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +12.8% 18,897 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -0.2% 18,207 $1.2M
Frec Markets, Inc. 0.11% New 17,662 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -0.6% 17,400 $1.2M
New Mexico Educational Retirement Board 0.03% Add +6.9% 17,088 $1.2M
Rockefeller Capital Management L.P. 0.00% Reduce -9.7% 16,790 $1.1M
LDR Capital Management LLC 1.80% New 16,671 $1.1M
Osaic Holdings, Inc. 0.00% Add +56.3% 16,367 $1.1M
San Luis Wealth Advisors LLC 0.16% New 15,972 $1.1M
Moran Wealth Management, LLC 0.03% Reduce -0.6% 15,907 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +0.1% 15,345 $1.0M
Bokf, NA 0.01% Reduce -3.2% 15,283 $1.0M
DoubleLine ETF Adviser LP 0.43% Reduce -15.1% 15,223 $1.0M
Snowden Capital Advisors LLC 0.02% Reduce -5.3% 14,806 $1.0M
Savant Capital, LLC 0.00% New 14,848 $1.0M
Man Group plc 0.00% Add +0.9% 14,626 $994K
Chicago Partners Investment Group LLC 0.02% Add +3.8% 14,510 $991K
Jamison Private Wealth Management, Inc. 0.10% Reduce -3.0% 14,488 $984K
Arkadios Wealth Advisors 0.02% Add +2.0% 14,474 $983K
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.5% 14,023 $962K
Park Avenue Securities LLC 0.01% Add +9.2% 13,857 $941K
DRW Securities, LLC 0.06% Reduce -40.4% 13,611 $925K
Employees Retirement System of Texas 0.01% New 13,486 $916K
Elo Mutual Pension Insurance Co 0.01% New 13,430 $912K
MUFG Securities EMEA plc 0.01% Reduce -5.3% 13,345 $907K
Integrated Wealth Concepts LLC 0.01% Add +46.2% 13,296 $903K
Blair William & Co. 0.00% Reduce -29.8% 13,269 $901K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 13,192 $896K
GAMMA Investing LLC 0.03% Add +14.9% 12,635 $858K
Catalyst Funds Management Pty Ltd 0.05% Add +97.7% 12,532 $851K
Spirit of America Management Corp. 0.16% Reduce -38.5% 12,365 $840K
Stableford Capital II LLC 0.29% New 12,254 $832K
Kestra Advisory Services, LLC 0.00% Add +173.7% 12,179 $827K
Atom Investors LP 0.07% Reduce -8.8% 12,012 $816K
RB Capital Management, LLC 0.16% Reduce -6.5% 11,543 $784K
Conning Inc. 0.02% Reduce -2.3% 11,454 $778K
Machina Capital S.A.S. 0.12% Reduce -66.4% 11,279 $766K
North Dakota State Investment Board 0.03% Add +2.9% 11,261 $765K
AE Wealth Management LLC 0.00% Reduce -5.8% 11,221 $762K
Sterling Capital Management LLC 0.01% Reduce -12.1% 11,220 $762K
Campbell & CO Investment Adviser LLC 0.04% Add +96.8% 11,201 $761K
Harbor Capital Advisors, Inc. 0.05% Add +0.2% 11,129 $756K
Inspire Advisors, LLC 0.05% Add +8.4% 10,923 $744K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.6% 10,931 $743K
Fifth Third Bancorp 0.00% Reduce -2.5% 10,790 $733K
Commerce Bank 0.00% Reduce -0.8% 10,636 $723K
Kingswood Wealth Advisors, LLC 0.03% Reduce -2.1% 10,581 $719K
HighTower Advisors, LLC 0.00% Reduce -24.9% 10,576 $718K
Aurora Investment Managers, LLC. 0.44% Reduce -81.4% 10,550 $717K
Mufg Securities Americas Inc. 0.04% Add +8.0% 10,269 $698K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -0.5% 9,922 $674K
Westerkirk Capital Inc. 0.06% No change 9,900 $673K
Truist Financial Corp. 0.00% Add +8.6% 9,869 $670K
Oppenheimer Asset Management Inc. 0.01% Add +1.0% 9,830 $668K
Northwestern Mutual Wealth Management Co. 0.00% Add +174.5% 9,787 $665K
E. Ohman J:or Asset Management AB 0.02% Add +5.4% 9,762 $663K
Penserra Capital Management LLC 0.01% Reduce -10.7% 9,596 $651K
Empowered Funds, LLC 0.00% Reduce -26.5% 9,563 $650K
Cresset Asset Management, LLC 0.00% Add +115.7% 9,372 $643K
NewEdge Wealth, LLC 0.01% Add +5.6% 9,398 $638K
Assetmark, Inc. 0.00% Add +3.4% 9,220 $626K
Securian Asset Management, Inc. 0.02% Reduce -2.7% 9,060 $625K
Saturna Capital Corp. 0.01% No change 9,000 $611K
CI Investments Inc. 0.00% New 8,965 $609K
Evergreen Capital Management LLC 0.01% New 8,878 $607K
Brown Brothers Harriman & Co. 0.00% Add +182.8% 8,733 $593K
Probity Advisors, Inc. 0.08% Add +0.0% 8,632 $586K
Assenagon Asset Management S.A. 0.00% New 8,566 $582K
Krane Funds Advisors LLC 0.02% Reduce -5.0% 8,513 $578K
Brown Advisory Inc. 0.00% Add +4.8% 8,499 $577K
Latash Investments, LLC 0.41% No change 8,226 $559K
TCW Group Inc. 0.00% Reduce -0.7% 8,157 $554K
Bull Street Advisors, LLC 0.25% No change 8,044 $546K
Fairtree Asset Management (Pty) Ltd 0.20% No change 7,798 $530K
Fiduciary Group, LLC 0.04% Add +0.3% 7,758 $527K
Legacy Financial Independent Advisors LLC 0.25% Reduce -8.6% 7,756 $527K
Bessemer Group Inc. 0.00% Reduce -0.1% 7,382 $502K
Atria Investments, Inc 0.00% Add +2.4% 7,246 $492K
Kintegral Advisory, LLC 0.04% No change 6,981 $479K
Benjamin Edwards Inc. 0.00% Add +15.9% 6,992 $475K
Gallacher Capital Management LLC 0.27% New 6,954 $472K
Farther Finance Advisors, LLC 0.00% Add +5.5% 6,829 $464K
Mystic Asset Management, Inc. 0.10% Add +1.8% 6,699 $455K
AlphaStar Capital Management, LLC 0.03% Add +1.4% 6,435 $437K
Fortress Private Ledger, LLC 0.12% Add +40.3% 6,340 $431K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -25.6% 6,325 $430K
Sumitomo Life Insurance Co. 0.01% Reduce -1.4% 6,306 $428K
Tower Research Capital LLC (TRC) 0.01% Reduce -74.7% 6,294 $428K
Brevan Howard Capital Management LP 0.01% Reduce -68.5% 6,219 $422K
Transcend Capital Advisors, LLC 0.03% Reduce -0.4% 6,207 $422K
Schonfeld Strategic Advisors LLC 0.00% New 6,182 $420K
Tema ETFs LLC 0.01% Add +10.4% 6,176 $420K
HB Wealth Management, LLC 0.00% Add +4.4% 6,144 $417K
NewEdge Advisors, LLC 0.00% Reduce -2.4% 6,144 $417K
AlphaCore Capital LLC 0.01% New 6,141 $417K
Indiana Trust & Investment Management Co 0.11% No change 6,134 $417K
Panagora Asset Management Inc. 0.00% Reduce -98.0% 6,016 $409K
Freestone Grove Partners LP 0.00% New 5,988 $407K
Callan Family Office, LLC 0.01% Add +3.7% 5,850 $397K
Sagewood Asset Management LP 0.09% Add +40.2% 5,846 $397K
Private Advisor Group, LLC 0.00% Add +17.3% 5,789 $393K
AlphaGrep UK Ltd 0.12% New 5,781 $393K
Kestra Private Wealth Services, LLC 0.00% Add +9.5% 5,752 $391K
Viewpoint Investment Partners Corp. 0.13% New 5,700 $387K
Fiduciary Trust Co 0.00% Reduce -21.2% 5,674 $385K
Mill Capital Management, LLC 0.03% No change 5,650 $384K
Ostrum Asset Management 0.02% Add +51.7% 5,552 $377K
Sequoia Financial Advisors, LLC 0.00% Add +26.3% 5,524 $375K
Financial Advisors Network, Inc. 0.05% Add +31.2% 5,495 $373K
AlTi Global, Inc. 0.01% Add +1.1% 5,408 $371K
Garner Asset Management Corp 0.12% Add +6.7% 5,436 $369K
Cambridge Investment Research Advisors, Inc. 0.00% Add +23.9% 5,428 $369K
V-Square Quantitative Management LLC 0.04% No change 5,432 $369K
Ethos Financial Group, LLC 0.02% Add +8.0% 5,399 $367K
Keybank National Association 0.00% New 5,382 $366K
Storen Legacy Partners, LLC 0.10% Reduce -0.8% 5,347 $363K
Wedbush Securities Inc. 0.01% Add +17.9% 5,343 $363K
&partners 0.00% Reduce -0.7% 5,313 $361K
Compound Planning, Inc. 0.01% Add +32.1% 5,310 $361K
LVW Advisors, LLC 0.03% Reduce -20.3% 5,240 $356K
Clifford Swan Investment Counsel LLC 0.01% No change 5,236 $356K
Syon Capital LLC 0.02% Add +25.2% 5,206 $354K
LMR Partners LLP 0.00% Reduce -32.8% 5,192 $353K
Martingale Asset Management L P 0.01% Reduce -65.0% 5,179 $352K
Aster Capital Management (DIFC) Ltd 0.07% New 5,166 $351K
Principal Securities, Inc. 0.00% Add +25.9% 5,157 $350K
Westwood Holdings Group Inc. 0.00% New 5,102 $347K
Oppenheimer & Co. Inc. 0.00% Reduce -1.1% 5,059 $344K
Merit Financial Group, LLC 0.00% Add +7.2% 5,051 $343K
Aprio Wealth Management, LLC 0.02% Add +29.4% 5,035 $342K
Rossby Financial, LCC 0.06% No change 5,027 $341K
Frank, Rimerman Advisors LLC 0.02% Add +0.7% 5,027 $341K
Platform Technology Partners 0.06% No change 5,017 $341K
Winebrenner Capital Management LLC 0.21% Reduce -0.3% 5,000 $340K
Siemens Fonds Invest GmbH 0.02% Reduce -6.8% 4,862 $330K
VestGen Advisors, LLC 0.01% Add +3.2% 4,823 $328K
Sun Life Financial Inc. 0.02% No change 4,805 $326K
Transamerica Financial Advisors, LLC 0.03% Reduce -0.0% 4,782 $325K
Premier Path Wealth Partners, LLC 0.04% Add +2.0% 4,781 $325K
Janney Montgomery Scott LLC 0.00% Reduce -9.2% 4,679 $318K
Baron Wealth Management LLC 0.08% New 4,679 $318K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.9% 4,669 $317K
Jeppson Wealth Management, LLC 0.09% No change 4,627 $314K
GTS Securities LLC 0.01% Reduce -50.3% 4,619 $314K
Parallel Advisors, LLC 0.00% Add +22.8% 4,553 $309K
GF Fund Management Co. LTD. 0.00% Reduce -17.3% 4,538 $308K
Profund Advisors LLC 0.01% Reduce -1.7% 4,461 $303K
Glenmede Trust Co. NA 0.00% Reduce -6.5% 4,403 $299K
Steward Partners Investment Advisory, LLC 0.00% Add +1017.6% 4,370 $297K
Wynn Capital, LLC 0.13% No change 4,362 $296K
Howland Capital Management LLC 0.01% No change 4,316 $296K
Alpha Zero LLC 0.11% New 4,228 $296K
Prudential PLC 0.00% No change 4,348 $295K
Bingham Private Wealth, LLC 0.20% Add +6.0% 4,343 $295K
Klingman & Associates, LLC 0.01% Add +0.7% 4,273 $290K
Advisory Services Network, LLC 0.00% Add +3.8% 4,249 $289K
Plato Investment Management Ltd 0.02% No change 4,236 $286K
Graybill Wealth Management, LTD. 0.08% No change 4,196 $285K
Fieldview Capital Management, LLC 0.08% New 4,194 $285K
Haverford Trust Co 0.00% No change 4,171 $283K
Intech Investment Management LLC 0.00% Reduce -55.1% 4,103 $279K
IRON Financial LLC 0.11% Add +7.0% 4,008 $272K
MAI Capital Management 0.00% Reduce -13.0% 4,004 $272K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -73.5% 3,983 $271K
Signaturefd, LLC 0.00% Reduce -1.4% 3,957 $269K
Crestwood Advisors Group, LLC 0.00% Add +12.9% 3,917 $266K
DV Trading LLC 0.02% New 3,900 $265K
Checchi Capital Advisers, LLC 0.02% Reduce -3.2% 3,869 $263K
Summitry LLC 0.01% Add +7.2% 3,826 $260K
Waverly Advisors, LLC 0.00% New 3,824 $260K
Kingsview Wealth Management, LLC 0.00% Reduce -5.4% 3,813 $259K
Mission Wealth Management, LP 0.00% Add +1.9% 3,759 $255K
Acorn Wealth Advisors, LLC 0.06% New 3,728 $253K
Sound View Wealth Advisors Group, LLC 0.02% No change 3,724 $253K
Prosperity Consulting Group, LLC 0.01% New 3,697 $251K
C2C Wealth Management, LLC 0.20% No change 3,682 $250K
American Investment Services, Inc. 0.05% No change 3,665 $249K
Plan A Wealth LLC 0.10% New 3,604 $245K
Brookfield Corp 0.00% Reduce -97.4% 3,595 $244K
Gilman Hill Asset Management, LLC 0.03% Add +3.6% 3,575 $243K
Snowwater Investment Partners, LLC 0.17% Reduce -0.1% 3,498 $240K
Ballentine Partners, LLC 0.00% New 3,528 $240K
Tobam 0.06% New 3,486 $237K
Oak Asset Management, LLC 0.08% Reduce -18.7% 3,475 $236K
Cigna Investments Inc. 0.03% Add +2.5% 3,470 $236K
Orion Porfolio Solutions, LLC 0.00% Reduce -3.3% 3,443 $234K
Renaissance Group LLC 0.01% No change 3,423 $233K
TD Private Client Wealth LLC 0.00% Add +7.6% 3,383 $230K
Argentarii, LLC 0.07% New 3,514 $229K
IMC-Chicago, LLC 0.00% Reduce -56.7% 3,367 $229K
HUB Investment Partners, LLC 0.00% New 3,295 $224K
Greenleaf Trust 0.00% New 3,241 $220K
Concurrent Investment Advisors, LLC 0.00% New 3,228 $219K
Heffernan Advisory, Inc. 0.18% New 3,179 $216K
Walleye Trading LLC 0.00% Reduce -73.7% 3,137 $213K
Modera Wealth Management, LLC 0.00% New 3,111 $211K
Howard Capital Management, LLC 0.00% New 3,087 $210K
Doheny Asset Management 0.12% New 3,000 $204K
Axq Capital, LP 0.02% New 2,997 $204K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,955 $202K
Coldstream Capital Management Inc. 0.00% New 2,955 $201K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.7% 2,955 $201K
CX Institutional 0.01% Add +5.7% 2,939 $200K
Rothschild Investment LLC 0.01% Add +0.9% 2,742 $186K
Canada Post Corp Registered Pension Plan 0.01% No change 2,651 $180K
Prestige Wealth Management Group LLC 0.03% Reduce -44.2% 2,571 $176K
Eurizon SLJ Capital Ltd 0.06% No change 2,427 $165K
Hanson & Doremus Investment Management 0.02% No change 2,380 $162K
1620 Investment Advisors, Inc. 0.10% Add +47.0% 2,361 $160K
North Star Investment Management Corp. 0.01% Reduce -0.3% 2,359 $160K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +4.7% 2,230 $151K
Brown, Lisle/Cummings, Inc. 0.03% Add +1000.0% 2,200 $149K
Hantz Financial Services, Inc. 0.00% Add +48.7% 2,001 $136K
Atlantic Union Bankshares Corp 0.00% Reduce -0.1% 1,950 $132K
HM Payson & Co. 0.00% No change 1,890 $128K
Motco 0.01% Reduce -19.8% 1,843 $125K
Global Retirement Partners, LLC 0.00% — 1,815 $123K
Elevation Wealth Partners, LLC 0.04% Add +1.1% 1,774 $121K
Harvest Fund Management Co., Ltd 0.00% New 1,692 $115K
Whittier Trust Co. 0.00% Add +193.4% 1,599 $112K
American National Bank & Trust 0.01% Add +15.2% 1,563 $106K
Allworth Financial LP 0.00% Reduce -3.5% 1,524 $104K
Sherman Asset Management, Inc. 0.08% No change 1,505 $102K
EverSource Wealth Advisors, LLC 0.00% Reduce -17.7% 1,500 $102K
Huntington National Bank 0.00% Add +1.5% 1,434 $97K
Federated Hermes, Inc. 0.00% Reduce -1.1% 1,425 $97K
Versant Capital Management, Inc 0.01% Add +128.4% 1,384 $94K
Clearstead Advisors, LLC 0.00% Add +1522.3% 1,379 $94K
Simplex Trading, LLC 0.00% Reduce -73.0% 1,362 $93K
Muzinich & Co., Inc. 0.03% No change 1,326 $90K
Caption Management, LLC 0.00% Reduce -91.9% 1,300 $88K
Glen Eagle Advisors, LLC 0.01% No change 1,295 $88K
Manchester Capital Management LLC 0.01% Reduce -0.7% 1,240 $84K
Cromwell Holdings LLC 0.04% Add +5.1% 1,227 $84K
Blue Trust, Inc. 0.00% Reduce -0.4% 1,232 $84K
Montag A & Associates Inc. 0.00% No change 1,214 $83K
Delta Asset Management LLC 0.01% No change 1,200 $82K
Duff & Phelps Investment Management Co. 0.00% New 1,200 $82K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -38.3% 1,190 $81K
MassMutual Private Wealth & Trust, FSB 0.00% Add +8.9% 1,093 $74K
Deseret Mutual Benefit Administrators 0.02% No change 1,066 $72K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,040 $71K
Smithfield Trust Co 0.00% No change 1,000 $68K
PEAK6 LLC 0.00% Reduce -76.6% 954 $65K
Trust Co. of Toledo NA 0.01% Add +9.6% 945 $64K
CYBER HORNET ETFs LLC 0.04% Reduce -2.4% 929 $63K
Bear Mountain Capital, Inc. 0.02% No change 890 $61K
Rosenberg Matthew Hamilton 0.01% Add +48.4% 880 $60K
Global X Japan Co., Ltd. 0.00% Reduce -21.6% 814 $55K
Covestor Ltd 0.03% Reduce -7.9% 815 $55K
Parvin Asset Management, LLC 0.04% No change 800 $54K
Harbour Investments, Inc. 0.00% Add +0.3% 795 $54K
Summit Securities Group LLC 0.01% Add +1271.9% 782 $53K
Basecamp Wealth Advisors LLC 0.01% No change 781 $53K
Raiffeisen Bank International AG 0.00% Add +230.7% 754 $52K
IMA Advisory Services, Inc. 0.00% Add +1315.4% 736 $50K
AdvisorNet Financial, Inc 0.00% Add +0.4% 731 $50K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +16.4% 708 $48K
TD Waterhouse Canada Inc. 0.00% Add +5.8% 688 $47K
Parkside Financial Bank & Trust 0.00% Add +1.5% 695 $47K
Richardson Financial Services Inc. 0.03% No change 650 $44K
UMB Bank, n.a. 0.00% Reduce -0.8% 621 $42K
Zions Bancorporation, National Association 0.00% Reduce -1.6% 609 $41K
Boyd Watterson Asset Management LLC 0.01% No change 600 $41K
First Command Advisory Services, Inc. 0.00% Reduce -44.8% 587 $40K
Smartleaf Asset Management LLC 0.00% No change 569 $39K
Financial Avengers, Inc. 0.02% Add +1.1% 571 $39K
Owl Creek Wealth Partners LLC 0.01% Add +21.6% 545 $37K
Independence Bank of Kentucky 0.00% No change 533 $36K
Avion Wealth 0.01% Add +6.3% 527 $35K
Salem Investment Counselors Inc. 0.00% No change 500 $34K
Leonteq Securities AG 0.00% Reduce -9.5% 497 $34K
Hollencrest Capital Management 0.00% Add +1.2% 493 $33K
Fulcrum Asset Management LLP 0.00% Add +9.1% 455 $31K
Fiduciary Financial Advisors 0.00% New 449 $31K
Legacy Bridge, LLC 0.01% No change 442 $30K
Elequin Capital, LP 0.01% New 441 $30K
Dynamic Wealth Strategies, LLC 0.01% No change 400 $27K
HHM Wealth Advisors, LLC 0.00% No change 400 $27K
CENTRAL TRUST Co 0.00% No change 400 $27K
Grove Bank & Trust 0.00% Reduce -4.7% 383 $26K
Three Bearings Fiduciary Advisors, Inc. 0.02% No change 354 $24K
Cullen/Frost Bankers, Inc. 0.00% Add +5.4% 354 $24K
Blueline Advisors LLC 0.02% No change 352 $24K
Spire Wealth Management 0.00% Reduce -15.7% 334 $23K
Salomon & Ludwin, LLC 0.00% No change 309 $21K
Silvant Capital Management LLC 0.00% No change 311 $21K
Meeder Asset Management Inc. 0.00% Add +30300.0% 304 $21K
Beacon Investment Advisory Services, Inc. 0.00% No change 300 $20K
Planning Strategies Inc. 0.01% — 287 $19K
First Horizon Corp. 0.00% No change 267 $18K
N.E.W. Advisory Services LLC 0.00% New 264 $18K
Eastern Bank 0.00% No change 261 $18K
LRI Investments, LLC 0.00% No change 258 $18K
Sunrise Financial Services, LLC 0.01% New 255 $17K
Godfrey Financial Associates, Inc. 0.01% No change 250 $17K
IFP Advisors, Inc 0.00% Add +1.2% 248 $17K
Farmers & Merchants Investments Inc. 0.00% No change 235 $16K
Physician Wealth Advisors, Inc. 0.00% Add +125.0% 225 $15K
Larson Financial Group LLC 0.00% Reduce -24.4% 220 $15K
MCF Advisors LLC 0.00% No change 205 $14K
Keating Financial Advisory Services, Inc. 0.00% Add +50.0% 204 $14K
Group One Trading LLC 0.00% Reduce -97.5% 204 $14K
Private Wealth Management Group, LLC 0.00% No change 203 $14K
West Branch Capital LLC 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 $13K
Evolution Wealth Management Inc. 0.01% New 192 $13K
Essential Partners LLC 0.01% Reduce -48.8% 189 $13K
MV Capital Management, Inc. 0.00% Add +0.6% 172 $12K
Bruce G. Allen Investments, LLC 0.01% No change 171 $12K
Mather Group, Llc. 0.00% Add +106.0% 171 $12K
Kemnay Advisory Services Inc. 0.00% Add +6.0% 158 $11K
Tounjian Advisory Partners, LLC 0.00% New 155 $11K
Ogorek Anthony Joseph /NY/ 0.00% No change 159 $10K
Lanark Financial, Inc. 0.00% No change 140 $10K
Strategic Wealth Partners, Ltd. 0.00% No change 140 $10K
GW&K Investment Management, LLC 0.00% Add +14.5% 134 $9K
Cornerstone Planning Group LLC 0.00% Add +5.7% 129 $9K
Golden State Wealth Management, LLC 0.00% No change 123 $8K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -89.7% 115 $8K
Dogwood Wealth Management LLC 0.00% Add +211.1% 112 $8K
Caitong International Asset Management Co., Ltd 0.00% Reduce -78.8% 112 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 111 $8K
Highline Wealth Partners LLC 0.00% Reduce -32.5% 110 $7K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -11.6% 107 $7K
Key Financial Inc 0.00% No change 106 $7K
Pacifica Partners Inc. 0.00% No change 103 $7K
Private Trust Co. NA 0.00% Reduce -8.1% 102 $7K
Sfam, LLC 0.01% No change 100 $7K
Tradewinds Capital Management, LLC 0.00% Add +81.8% 100 $7K
Anchor Investment Management, LLC 0.00% No change 100 $7K
Manning & Napier Advisors LLC 0.00% Add +4850.0% 99 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +6.7% 95 $6K
SHP Wealth Management 0.00% Add +24.7% 91 $6K
Capital Analysts, LLC 0.00% Reduce -12.9% 88 $6K
Princeton Global Asset Management LLC 0.00% No change 88 $6K
Community Financial Services Group, LLC 0.00% No change 87 $6K
Collier Financial 0.00% Reduce -78.9% 87 $6K
IMG Wealth Management, Inc. 0.00% No change 81 $6K
Quent Capital, LLC 0.00% Reduce -45.2% 80 $5K
High Note Wealth, LLC 0.00% Add +4.2% 75 $5K
Signature Equity Partners, LLC 0.00% Add +14.1% 73 $5K
Axiom Investment Management LLC 0.00% New 72 $5K
Bell Investment Advisors, Inc 0.00% Add +12.5% 72 $5K
SouthState Bank Corp 0.00% Add +35.3% 69 $5K
Roxbury Financial LLC 0.00% No change 68 $5K
West Paces Advisors Inc. 0.00% New 61 $4K
CoreCap Advisors, LLC 0.00% Reduce -52.5% 58 $4K
Cornerstone Financial Management LLC 0.00% Add +10.2% 54 $4K
Silver Grove Financial Group, Inc. 0.00% New 54 $4K
Bogart Wealth, LLC 0.00% Reduce -49.5% 53 $4K
CVA Family Office, LLC 0.00% Reduce -67.1% 50 $3K
Adirondack Trust Co. 0.00% No change 50 $3K
CNB Bank 0.00% No change 49 $3K
POM Investment Strategies, LLC 0.00% No change 48 $3K
Medallion Wealth Advisors, LLC 0.00% No change 46 $3K
Rialto Wealth Management, LLC 0.00% New 46 $3K
Creative Financial Designs Inc. 0.00% No change 46 $3K
Park Place Capital Corp 0.00% Reduce -11.1% 40 $3K
Hughes Financial Services, LLC 0.00% Add +200.0% 39 $3K
Financial Consulate, Inc. 0.00% Add +9.7% 34 $2K
St Germain D J Co. Inc. 0.00% No change 34 $2K
Sachetta, LLC 0.00% Reduce -59.5% 32 $2K
Bare Financial Services, Inc 0.00% No change 32 $2K
Raffa Wealth Management, LLC 0.00% No change 32 $2K
Pacific Center for Financial Services 0.00% No change 26 $2K
Crewe Advisors LLC 0.00% Add +56.3% 25 $2K
Clark Wealth Partners 0.00% No change 22 $2K
Buck Wealth Strategies, LLC 0.00% New 21 $1K
Kilter Group LLC 0.00% New 20 $1K
JPL Wealth Management, LLC 0.00% New 20 $1K
Colonial Trust Co / SC 0.00% No change 20 $1K
Albion Financial Group 0.00% No change 20 $1K
Dunhill Financial, LLC 0.00% Add +11.8% 19 $1K
Silicon Valley Capital Partners 0.00% No change 16 $1K
Principia Wealth Advisory, LLC 0.00% Add +23.1% 16 $1K
American Capital Advisory, LLC 0.00% No change 16 $1K
Washington Trust Advisors, Inc. 0.00% No change 16 $1K
Financial Management Professionals, Inc. 0.00% No change 14 $979
NBT Bank, N.A. 0.00% No change 14 $951
Nvwm, LLC 0.00% No change 13 $883
Nvest Wealth Strategies, Inc. 0.00% No change 12 $816
Davis Capital Management 0.00% Add +140.0% 12 $815
Spectrum Wealth Advisory Group, LLC 0.00% New 10 $687
Abound Wealth Management 0.00% Reduce -80.0% 10 $680
Retirement Wealth Solutions LLC 0.00% No change 9 $612
Breakwater Investment Management 0.00% New 8 $544
Strengthening Families & Communities, LLC 0.00% New 7 $476
Ameriflex Group, Inc. 0.00% Reduce -33.3% 6 $408
Provenance Wealth Advisors, LLC 0.00% New 6 $408
Aspect Partners, LLC 0.00% No change 5 $340
Tidemark, LLC 0.00% No change 5 $340
Activest Wealth Management 0.00% Add +100.0% 4 $272
GHP Investment Advisors, Inc. 0.00% No change 4 $272
TFC Financial Management, Inc. 0.00% No change 2 $136
Compass Financial Management LLC 0.00% — 2 $136
Banque Cantonale Vaudoise 0.00% New 1,842 $125
Beaird Harris Wealth Management, LLC 0.00% No change 2 $103
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $68
FNY Investment Advisers, LLC 0.00% Reduce -90.9% 10 $0

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