13F QoQ Ownership Changes
EXR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 83 new · 212 added · 437 reduced · 131 exited
New Positions(83)
Added To(212)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 34,506,450 | +75,627 | $4.49B | -$359.3M | 0.2% |
| Capital International Investors | 6,256,687 | +2,658,947 | $814.7M | +$307.7M | 73.9% |
| ALLIANCEBERNSTEIN L.P. | 2,360,778 | +1,404,176 | $307.4M | +$172.6M | 146.8% |
| FMR LLC | 2,458,947 | +1,166,318 | $320.2M | +$138.0M | 90.2% |
| Pictet Asset Management Holding SA | 1,362,422 | +895,013 | $177.4M | +$111.5M | 191.5% |
| First Eagle Investment Management, LLC | 2,552,053 | +974,804 | $332.3M | +$110.0M | 61.8% |
| BlackRock, Inc. | 22,545,826 | +1,139,990 | $2.94B | -$81.0M | 5.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,945,315 | +56,118 | $771.4M | -$55.4M | 0.9% |
| NORGES BANK | 9,365,735 | +2,817,790 | $1.22B | +$39.7M | 43.0% |
| Alyeska Investment Group, L.P. | 528,587 | +317,808 | $68.8M | +$39.1M | 150.8% |
| JPMORGAN CHASE & CO | 3,944,084 | +77,221 | $513.6M | -$31.4M | 2.0% |
| DIMENSIONAL FUND ADVISORS LP | 3,172,956 | +58,294 | $413.2M | -$25.8M | 1.9% |
| APG Asset Management US Inc. | 2,586,331 | +52,770 | $336.8M | -$20.8M | 2.1% |
| CITADEL ADVISORS LLC | 306,529 | +168,043 | $39.9M | +$20.4M | 121.3% |
| Invesco Ltd. | 3,051,693 | +91,022 | $397.4M | -$19.9M | 3.1% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3,034,077 | +113,380 | $395.1M | -$16.5M | 3.9% |
| Bank of New York Mellon Corp | 1,525,482 | +214,972 | $198.6M | +$13.9M | 16.4% |
| SEI INVESTMENTS CO | 967,506 | +156,836 | $126.0M | +$11.7M | 19.3% |
| Amundi | 791,341 | +145,570 | $103.0M | +$11.6M | 22.5% |
| MILLENNIUM MANAGEMENT LLC | 392,329 | +110,556 | $51.1M | +$11.4M | 39.2% |
| IFM Investors Pty Ltd | 74,379 | +24 | $9.7K | -$10.4M | 0.0% |
| CITIGROUP INC | 327,336 | +97,228 | $42.6M | +$10.2M | 42.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,713,021 | +142,122 | $353.3M | -$9.1M | 5.5% |
| Allianz Asset Management GmbH | 211,218 | +72,967 | $27.5M | +$8.0M | 52.8% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 95,390 | +59,067 | $12.4M | +$7.3M | 162.6% |
| State of Tennessee, Department of Treasury | 182,315 | +49,905 | $25.2M | +$6.5M | 37.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 53,120 | +46,423 | $6.9M | +$6.0M | 693.2% |
| Callodine Capital Management, LP | 50,000 | +46,000 | $6.5M | +$5.9M | 1150.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 44,864 | +43,881 | $5.8M | +$5.7M | 4464.0% |
| GOLDMAN SACHS GROUP INC | 2,281,558 | +135,558 | $297.1M | -$5.4M | 6.3% |
| Manning & Napier Advisors LLC | 40,089 | +38,799 | $5.2M | +$5.0M | 3007.7% |
| BNP PARIBAS FINANCIAL MARKETS | 437,042 | +68,254 | $56.9M | +$4.9M | 18.5% |
| Korea Investment CORP | 104,049 | +40,029 | $13.5M | +$4.5M | 62.5% |
| National Pension Service | 385,841 | +54,889 | $50.2M | +$3.6M | 16.6% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 29,194 | +21,987 | $4.1M | +$3.1M | 305.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 391,044 | +9,492 | $50.9M | -$2.9M | 2.5% |
| Ruffer LLP | 385,535 | +48,593 | $50.3M | +$2.8M | 14.4% |
| M&T Bank Corp | 36,009 | +22,452 | $4.7M | +$2.8M | 165.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 614,544 | +25,118 | $80.5M | -$2.6M | 4.3% |
| CIBC Asset Management Inc | 49,863 | +20,507 | $6.5M | +$2.4M | 69.8% |
| FIRST TRUST ADVISORS LP | 56,784 | +20,321 | $7.4M | +$2.3M | 55.7% |
| Aberdeen Group plc | 247,473 | +4,180 | $32.2M | -$2.2M | 1.7% |
| Creative Planning | 52,627 | +19,434 | $6.9M | +$2.2M | 58.5% |
| CIBC WORLD MARKET INC. | 223,123 | +32,260 | $29.1M | +$2.2M | 16.9% |
| ALLSTATE CORP | 30,145 | +17,127 | $3.9M | +$2.1M | 131.6% |
| Vident Advisory, LLC | 25,218 | +16,609 | $3.3M | +$2.1M | 192.9% |
| Andra AP-fonden | 32,000 | +16,000 | $4.2M | +$1.9M | 100.0% |
| Prestige Wealth Management Group LLC | 15,137 | +12,009 | $2.3M | +$1.9M | 383.9% |
| Quantinno Capital Management LP | 78,576 | +18,630 | $10.2M | +$1.8M | 31.1% |
| GSI Capital Advisors LLC | 55,897 | +16,631 | $7.3M | +$1.7M | 42.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,566,687 | +108,630 | $204.0M | -$1.5M | 7.5% |
| Swedbank AB | 175,239 | +3,308 | $22.8M | -$1.4M | 1.9% |
| VICTORY CAPITAL MANAGEMENT INC | 122,729 | +65 | $16.0M | -$1.3M | 0.1% |
| NEOS Investment Management LLC | 59,728 | +13,748 | $7.8M | +$1.3M | 29.9% |
| Sophron Capital Management L.P. | 25,197 | +10,262 | $3.3M | +$1.2M | 68.7% |
| Utah Retirement Systems | 46,217 | +11,450 | $6.0M | +$1.1M | 32.9% |
| HARBOUR INVESTMENTS, INC. | 8,200 | +8,149 | $1.1M | +$1.1M | 15978.4% |
| Uniplan Investment Counsel, Inc. | 144,790 | +18,452 | $18.9M | +$1.0M | 14.6% |
| Legal & General Group Plc | 2,226,558 | +176,735 | $289.9M | +$1.0M | 8.6% |
| ABN AMRO INVESTMENT SOLUTIONS | 10,075 | +8,126 | $1.3M | +$1.0M | 416.9% |
| Pacer Advisors, Inc. | 141,993 | +3,542 | $18.5M | -$1.0M | 2.5% |
| Wealthfront Advisers LLC | 62,729 | +11,769 | $8.2M | +$986.3K | 23.1% |
| Investment Management Corp of Ontario | 17,680 | +7,703 | $2.3M | +$896.1K | 77.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8,541 | +6,145 | $1.1M | +$774.5K | 256.5% |
| KLP KAPITALFORVALTNING AS | 73,780 | +500 | $9.6M | -$720.5K | 0.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,985 | +1,153 | $9.8M | -$641.3K | 1.6% |
| Mirae Asset Global Investments Co., Ltd. | 43,969 | +7,780 | $5.7M | +$625.2K | 21.5% |
| Jefferies Financial Group Inc. | 9,414 | +5,074 | $1.2M | +$614.2K | 116.9% |
| DANSKE BANK A/S | 104,117 | +3,600 | $13.6M | -$608.8K | 3.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 54,082 | +8,325 | $7.0M | +$593.6K | 18.2% |
| MUFG Securities EMEA plc | 8,711 | +4,648 | $1.1M | +$561.7K | 114.4% |
| 1832 Asset Management L.P. | 73,255 | +1,900 | $9.5M | -$517.5K | 2.7% |
| AVIVA PLC | 169,521 | +9,325 | $22.1M | -$503.0K | 5.8% |
| BANK OF MONTREAL /CAN/ | 144,892 | +7,657 | $18.9M | -$474.1K | 5.6% |
| Hazelview Securities Inc. | 169,950 | +8,820 | $22.3M | -$451.3K | 5.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 565,267 | +42,698 | $74.1M | +$445.5K | 8.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 59,507 | +1,429 | $7.7M | -$436.5K | 2.5% |
| D.A. DAVIDSON & CO. | 5,004 | +3,109 | $651.6K | +$384.5K | 164.1% |
| Kestra Advisory Services, LLC | 12,444 | +3,341 | $1.6M | +$337.5K | 36.7% |
| Metis Global Partners, LLC | 56,950 | +2,000 | $7.4M | -$328.6K | 3.6% |
| Czech National Bank | 55,969 | +2,060 | $7.3M | -$309.7K | 3.8% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,298 | +2,298 | $559.7K | +$277.8K | 114.9% |
| Sequoia Financial Advisors, LLC | 5,752 | +2,372 | $749.0K | +$272.7K | 70.2% |
| Federation des caisses Desjardins du Quebec | 24,880 | +3,795 | $3.2M | +$268.2K | 18.0% |
| Callan Family Office, LLC | 5,924 | +2,352 | $771.4K | +$267.9K | 65.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 24,340 | +100 | $3.2M | -$246.8K | 0.4% |
| DNB Asset Management AS | 41,000 | +1,417 | $5.3M | -$239.8K | 3.6% |
| JANUS HENDERSON GROUP PLC | 27,810 | +421 | $3.6M | -$236.6K | 1.5% |
| NATIXIS | 45,684 | +5,051 | $5.9M | +$222.2K | 12.4% |
| Farther Finance Advisors, LLC | 3,329 | +1,810 | $433.6K | +$219.4K | 119.2% |
| Knights of Columbus Asset Advisors LLC | 23,176 | +3,178 | $3.0M | +$199.5K | 15.9% |
| Inspire Investing, LLC | 23,186 | +445 | $3.0M | -$185.9K | 1.9% |
| Global Retirement Partners, LLC | 1,942 | +1,458 | $252.9K | +$184.7K | 301.2% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 14,150 | +2,899 | $1.8M | +$183.8K | 25.8% |
| Vert Asset Management LLC | 103,492 | +6,571 | $13.5M | -$183.3K | 6.8% |
| SYON CAPITAL LLC | 3,120 | +1,481 | $406.2K | +$175.3K | 90.3% |
| Norinchukin Bank, The | 22,827 | +510 | $3.0M | -$172.8K | 2.3% |
| Allspring Global Investments Holdings, LLC | 22,556 | +451 | $3.0M | -$165.5K | 2.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 20,211 | +282 | $2.6M | -$141.7K | 1.4% |
| Tidal Investments LLC | 11,173 | +1,790 | $1.5M | +$132.5K | 19.1% |
| Arkadios Wealth Advisors | 15,273 | +227 | $2.0M | -$131.7K | 1.5% |
| Private Advisor Group, LLC | 22,130 | +776 | $2.9M | -$127.9K | 3.6% |
| Campbell & CO Investment Adviser LLC | 6,313 | +1,380 | $822.1K | +$126.8K | 28.0% |
| Presima Securities ULC | 11,624 | +23 | $1.5M | -$121.4K | 0.2% |
| FIL Ltd | 24,573 | +2,714 | $3.2M | +$119.1K | 12.4% |
| Canada Post Corp Registered Pension Plan | 3,962 | +1,130 | $515.9K | +$115.3K | 39.9% |
| Physician Wealth Advisors, Inc. | 10,884 | +18 | $1.4M | -$114.1K | 0.2% |
| Candriam S.C.A. | 14,195 | +1,767 | $1.8M | +$97.0K | 14.2% |
| COHEN & STEERS, INC. | 15,979,424 | +1,888,763 | $2.1M | +$95.0K | 13.4% |
| Howard Capital Management Inc. | 8,216 | +6 | $1.1M | -$87.2K | 0.1% |
| COURIER CAPITAL LLC | 8,090 | +26 | $1.1M | -$83.1K | 0.3% |
| XPONANCE, INC. | 32,125 | +1,863 | $4.2M | -$81.8K | 6.2% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10,880 | +300 | $1.4M | -$74.4K | 2.8% |
| DoubleLine ETF Adviser LP | 13,759 | +527 | $1.8M | -$73.2K | 4.0% |
| Schiavi & Co LLC | 7,938 | +1,111 | $1.0M | +$71.5K | 16.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 6,782 | +17 | $883.2K | -$70.3K | 0.3% |
| Lansforsakringar Fondforvaltning AB (publ) | 71,824 | +5,934 | $9.4M | +$66.4K | 9.0% |
| Hummer Financial Advisory Services Inc | 5,928 | +8 | $771.9K | -$62.4K | 0.1% |
| PROFUND ADVISORS LLC | 3,653 | +697 | $475.7K | +$59.1K | 23.6% |
| MACKENZIE FINANCIAL CORP | 23,568 | +1,232 | $3.1M | -$53.5K | 5.5% |
| Pathstone Holdings, LLC | 14,067 | +692 | $1.8M | -$53.3K | 5.2% |
| Astoria Portfolio Advisors LLC. | 2,154 | +253 | $324.0K | +$53.3K | 13.3% |
| NewEdge Wealth, LLC | 3,744 | +477 | $487.5K | +$53.0K | 14.6% |
| Krilogy Financial LLC | 4,426 | +154 | $620.1K | +$51.8K | 3.6% |
| ROCKLAND TRUST CO | 4,610 | +698 | $600.3K | +$49.0K | 17.8% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 16,127 | +1,551 | $2.1M | +$45.7K | 10.6% |
| ProShare Advisors LLC | 47,744 | +3,311 | $6.2M | -$45.2K | 7.5% |
| AlphaCore Capital LLC | 3,913 | +591 | $509.5K | +$41.3K | 17.8% |
| GTS SECURITIES LLC | 2,113 | +427 | $275.2K | +$37.5K | 25.3% |
| Caprock Group, LLC | 1,809 | +399 | $235.6K | +$33.1K | 28.3% |
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 2,817 | +5 | $366.8K | -$29.5K | 0.2% |
| NewEdge Advisors, LLC | 5,781 | +237 | $752.8K | -$28.6K | 4.3% |
| Rosenberg Matthew Hamilton | 266 | +217 | $34.6K | +$27.7K | 442.9% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2,282 | +1 | $297.2K | -$24.3K | 0.0% |
| FIFTH THIRD BANCORP | 11,810 | +726 | $1.5M | -$24.3K | 6.5% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2,258 | +1 | $294.0K | -$24.2K | 0.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 305 | +193 | $39.7K | +$23.9K | 172.3% |
| Sivia Capital Partners, LLC | 2,927 | +385 | $381.2K | +$22.9K | 15.1% |
| WESTPAC BANKING CORP | 48,986 | +3,882 | $6.4M | +$22.0K | 8.6% |
| Stratos Wealth Partners, LTD. | 1,845 | +295 | $240.3K | +$21.9K | 19.0% |
| Snowden Capital Advisors LLC | 2,523 | +342 | $328.5K | +$21.2K | 15.7% |
| Gallacher Capital Management LLC | 4,045 | +164 | $526.7K | -$20.3K | 4.2% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 2,321 | +44 | $302.2K | -$18.7K | 1.9% |
| MATHER GROUP, LLC. | 3,086 | +357 | $401.9K | +$17.3K | 13.1% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 8,719 | +784 | $1.1M | +$17.0K | 9.9% |
| USS Investment Management Ltd | 46,437 | +3,395 | $6.0M | -$16.8K | 7.9% |
| SHEETS SMITH WEALTH MANAGEMENT | 1,546 | +5 | $201.3K | -$15.9K | 0.3% |
| SG Americas Securities, LLC | 188,716 | +124,338 | $24.6K | +$15.5K | 193.1% |
| Fiduciary Group, LLC | 2,138 | +67 | $278.4K | -$13.5K | 3.2% |
| Lido Advisors, LLC | 10,059 | +223 | $1.4M | -$13.3K | 2.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 288,128 | +114,805 | $37.5K | +$13.1K | 66.2% |
| MassMutual Private Wealth & Trust, FSB | 623 | +131 | $81.1K | +$11.8K | 26.6% |
| GeoWealth Management, LLC | 13,205 | +921 | $1.7M | -$11.8K | 7.5% |
| Parallel Advisors, LLC | 1,190 | +167 | $155.1K | +$10.8K | 16.3% |
| Princeton Global Asset Management LLC | 91 | +83 | $11.8K | +$10.7K | 1037.5% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 325 | +92 | $42.3K | +$9.5K | 39.5% |
| LJI Wealth Management, LLC | 5,730 | +500 | $746.2K | +$9.0K | 9.6% |
| Bell Investment Advisors, Inc | 126 | +72 | $16.4K | +$8.8K | 133.3% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 7,797 | +533 | $1.0M | -$8.5K | 7.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,712 | +190 | $222.9K | +$8.4K | 12.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 1,200 | +150 | $156.3K | +$8.3K | 14.3% |
| Activest Wealth Management | 102 | +59 | $13.3K | +$7.2K | 137.2% |
| Gilman Hill Asset Management, LLC | 1,690 | +80 | $220.1K | -$6.8K | 5.0% |
| Horizon Investments, LLC | 7,159 | +591 | $932.2K | +$6.6K | 9.0% |
| Manchester Capital Management LLC | 540 | +86 | $70.3K | +$6.3K | 18.9% |
| Deseret Mutual Benefit Administrators | 197 | +55 | $25.7K | +$5.6K | 38.7% |
| Transamerica Financial Advisors, LLC | 170 | +51 | $22.1K | +$5.4K | 42.9% |
| Taylor Frigon Capital Management LLC | 13,382 | +980 | $1.7M | -$5.3K | 7.9% |
| JONES FINANCIAL COMPANIES LLLP | 2,155 | +180 | $280.7K | +$4.6K | 9.1% |
| Cromwell Holdings LLC | 574 | +73 | $74.7K | +$4.1K | 14.6% |
| FIRST CITIZENS BANK & TRUST CO | 1,816 | +109 | $236.5K | -$4.1K | 6.4% |
| Fulton Bank, N.A. | 1,575 | +93 | $205.1K | -$3.8K | 6.3% |
| Daiwa Securities Group Inc. | 2,776,654 | +186,562 | $361.6K | -$3.5K | 7.2% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 848 | +41 | $110.4K | -$3.3K | 5.1% |
| State of Wyoming | 178 | +37 | $23.2K | +$3.3K | 26.2% |
| Rossby Financial, LCC | 43 | +26 | $5.6K | +$3.2K | 152.9% |
| Ilmarinen Mutual Pension Insurance Co | 36,300 | +22,600 | $4.7K | +$2.8K | 165.0% |
| SUMMIT SECURITIES GROUP LLC | 416 | +50 | $54.2K | +$2.6K | 13.7% |
| Aptus Capital Advisors, LLC | 1,835 | +123 | $239.0K | -$2.3K | 7.2% |
| Sunbelt Securities, Inc. | 165 | +29 | $21.4K | +$2.3K | 21.3% |
| BAILARD, INC. | 1,952 | +133 | $254.2K | -$2.2K | 7.3% |
| Values First Advisors, Inc. | 4,082 | +295 | $531.5K | -$2.1K | 7.8% |
| Salomon & Ludwin, LLC | 163 | +27 | $21.4K | +$1.9K | 19.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 180,032 | +1,581 | $23.4K | -$1.7K | 0.9% |
| Cynosure Group, LLC | 3,076 | +222 | $400.6K | -$1.7K | 7.8% |
| CYBER HORNET ETFs LLC | 610 | +35 | $79.4K | -$1.6K | 6.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 189 | +3 | $24.7K | -$1.5K | 1.6% |
| Wiser Advisor Group LLC | 120 | +2 | $15.6K | -$1.1K | 1.7% |
| High Note Wealth, LLC | 53 | +11 | $6.9K | +$983 | 26.2% |
| Dogwood Wealth Management LLC | 33 | +9 | $4.3K | +$914 | 37.5% |
| MONEY CONCEPTS CAPITAL CORP | 6,795 | +523 | $884.8K | +$874 | 8.3% |
| Dunhill Financial, LLC | 18 | +7 | $2.4K | +$857 | 63.6% |
| UMB Bank, n.a. | 603 | +40 | $78.5K | -$826 | 7.1% |
| Cornerstone Planning Group LLC | 84 | +3 | $11.5K | +$611 | 3.7% |
| Wealth Watch Advisors, INC | 10 | +5 | $1.3K | +$597 | 100.0% |
| Westfuller Advisors, LLC | 65 | +1 | $8.4K | -$583 | 1.6% |
| Bogart Wealth, LLC | 111 | +12 | $14.5K | +$501 | 12.1% |
| VAN ECK ASSOCIATES CORP | 119,178 | +5,646 | $15.5K | -$482 | 5.0% |
| Colonial Trust Co / SC | 8 | +4 | $1.0K | +$478 | 100.0% |
| TFC Financial Management, Inc. | 15 | +4 | $2.0K | +$403 | 36.4% |
| Financial Management Professionals, Inc. | 56 | +6 | $7.3K | +$245 | 12.0% |
| Janney Montgomery Scott LLC | 8,801 | +2,395 | $1.1K | +$243 | 37.4% |
| ORG Partners LLC | 17 | +3 | $2.2K | +$240 | 21.4% |
| PRAXIS INVESTMENT MANAGEMENT INC | 3,779 | +1,987 | $492 | +$239 | 110.9% |
| Quent Capital, LLC | 478 | +38 | $62.2K | +$231 | 8.6% |
| PEAPACK GLADSTONE FINANCIAL CORP | 23,342 | +442 | $3.0K | -$189 | 1.9% |
| American Capital Advisory, LLC | 5 | +1 | $652 | +$88 | 25.0% |
| PATTON FUND MANAGEMENT, INC. | 1,690 | +129 | $220.1K | +$65 | 8.3% |
| Penserra Capital Management LLC | 5,123 | +634 | $666 | +$35 | 14.1% |
| Capital Analysts, LLC | 1,613 | +1 | $210 | -$17 | 0.1% |
| HARBOR CAPITAL ADVISORS, INC. | 4,720 | +303 | $615 | -$8 | 6.8% |
| Centerpoint Advisors, LLC | 212 | +27 | $28 | +$2 | 14.6% |