Iron Mountain Incorporated (Del (IRM) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IRM?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Iron Mountain Incorporated (Del, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IRM?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Iron Mountain Incorporated (Del.

Is institutional money flowing into IRM?

283 institutional investors hold Iron Mountain Incorporated (Del (IRM). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IRM?

Track institutional sentiment and conviction scores for Iron Mountain Incorporated (Del (IRM) including Smart Money Verdict and position changes on HoldingsIntel.

Iron Mountain Incorporated (Del

IRM·46284V101·US·reit·Real Estate - REIT - Specialty-13D/G

IRM (Iron Mountain Incorporated (Del) is held by 283 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($3.9B), BlackRock, Inc. ($2.7B), STATE STREET CORP ($1.4B). Net institutional sentiment: Mixed.

283

Holders

Avg rating(21 Elite)

$17.6B

Total Value

49% (299)

Fund Consensus

140 buying - 147 selling

Smart Money VerdictView all

38Weak MomentumFull Convergence

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See how IRM's score breaks down across 4 SEC sources

Held by 283 funds

21 elite

Who's Trading

InsiderMeaney William LSell $4.0MApr 1, 2026

Insider

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderBhargava MithuSell $1.5MMar 19, 2026

InsiderMeaney William LSell $2.8MMar 5, 2026

ActivistCohen & Steers, Inc.6.5%Feb 13, 2026

CongressMarkwayne MullinSale $1,001 - $15,000Feb 4, 2026

CongressMarkwayne MullinSale $1,001 - $15,000Dec 18, 2025

CongressMarkwayne MullinSale $15,001 - $50,000Dec 18, 2025

CongressRohit KhannaBuy $1,001 - $15,000Dec 12, 2025

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Decreased	46.6M(-1.3%)	$3.9B	0.1%	—	0
BlackRock, Inc.	Increased	32.9M(+3.8%)	$2.7B	0.0%	—	33
STATE STREET CORP	Decreased	16.9M(-1.4%)	$1.4B	0.0%	—	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	8.3M(+1.3%)	$685.4M	0.0%	—	32
FMR LLC	Increased	8M(+1.6%)	$662.3M	0.0%	—	32
DIMENSIONAL FUND ADVISORS LP	Increased	4.4M(+1.9%)	$367.4M	0.1%	—	32
Invesco Ltd.	Decreased	4.4M(-12.8%)	$366.4M	0.1%	—	0
PRINCIPAL FINANCIAL GROUP INC	Increased	4.2M(+66.5%)	$349M	0.2%	—	55
NORTHERN TRUST CORP	Increased	4.2M(+3.0%)	$344.5M	0.0%	—	32
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	3.9M(+5.6%)	$321.9M	0.1%	—	33
MORGAN STANLEY	Decreased	3.6M(-0.3%)	$298.5M	0.0%	—	0
Legal & General Group Plc	Increased	3.4M(+4.4%)	$278.4M	0.1%	—	32
CENTERSQUARE INVESTMENT MANAGEMENT LLC	Increased	2.6M(+4.7%)	$218.3M	2.2%	—	55
DEUTSCHE BANK AG\	Decreased	2.5M(-12.1%)	$210.9M	0.1%	—	0
PRUDENTIAL FINANCIAL INC	Increased	2.3M(+9.3%)	$191.7M	0.2%	—	40
Pictet Asset Management Holding SA	Decreased	2.3M(-6.8%)	$190.4M	0.2%	—	0
Nuveen, LLC	Decreased	2.1M(-0.7%)	$176.5M	0.0%	—	0
Capital World Investors	Unchanged	2.1M	$175.6M	0.0%	—	0
JPMORGAN CHASE & CO	Decreased	1.9M(-6.3%)	$159.9M	0.0%	—	0
AMERIPRISE FINANCIAL INC	Increased	1.7M(+2.3%)	$142.5M	0.0%	—	31
Vontobel Holding Ltd.	Increased	1.7M(+56.6%)	$140.1M	0.4%	—	51
Bank of New York Mellon Corp	Increased	1.7M(+1.2%)	$139.9M	0.0%	—	31
GOLDMAN SACHS GROUP INC	Increased	1.5M(+12.6%)	$126.5M	0.0%	—	34
BANK OF AMERICA CORP /DE/	Increased	1.5M(+23.0%)	$125.3M	0.0%	—	36
Russell Investments Group, Ltd.	Decreased	1.4M(-17.6%)	$116.6M	0.1%	—	0
Amundi	Increased	1.3M(+22.9%)	$110.6M	0.0%	—	36
ROYAL BANK OF CANADA	Decreased	1.3M(-44.1%)	$106.7M	0.0%	—	0
CITADEL ADVISORS LLC	Increased	1.1M(+1726.3%)	$92.9M	0.0%	—	48
HSBC HOLDINGS PLC	Increased	1.1M(+10.9%)	$87.6M	0.0%	—	33
SEI INVESTMENTS CO	Increased	1M(+17.4%)	$85M	0.1%	—	35
AQR CAPITAL MANAGEMENT LLC	Increased	923,196(+101.8%)	$76.6M	0.0%	—	48
Sumitomo Mitsui Trust Group, Inc.	Decreased	906,888(-3.0%)	$75.2M	0.0%	—	0
Mitsubishi UFJ Asset Management Co., Ltd.	Increased	839,566(+4.6%)	$69.9M	0.0%	—	31
Swiss National Bank	Decreased	809,261(-4.9%)	$67.1M	0.0%	—	0
UBS Group AG	Decreased	795,908(-44.6%)	$66M	0.0%	—	0
Point72 Asset Management, L.P.	Decreased	790,504(-39.0%)	$65.6M	0.1%	—	0
BARCLAYS PLC	Decreased	728,857(-1.5%)	$60.5M	0.0%	—	0
CIBC Private Wealth Group LLC	Decreased	677,651(-6.0%)	$56.2M	0.1%	—	0
ADAGE CAPITAL PARTNERS GP, L.L.C.	Increased	656,852(+18.7%)	$54.5M	0.1%	—	35
WELLS FARGO & COMPANY/MN	Decreased	637,272(-0.1%)	$52.9M	0.0%	—	0
LPL Financial LLC	Decreased	634,799(-10.5%)	$52.7M	0.0%	—	0
Epoch Investment Partners, Inc.	Decreased	629,854(-3.2%)	$52.2M	0.3%	—	0
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	625,444(+25.7%)	$52M	0.1%	—	36
RHUMBLINE ADVISERS	Decreased	590,540(-1.0%)	$49M	0.0%	—	0
APG Asset Management US Inc.	Unchanged	582,174	$48.3M	0.4%	—	0
BNP PARIBAS FINANCIAL MARKETS	Increased	562,253(+6.8%)	$46.6M	0.0%	—	31
Asset Management One Co., Ltd.	Increased	555,974(+0.8%)	$45.9M	0.1%	—	35
ALLIANCEBERNSTEIN L.P.	Decreased	544,810(-2.0%)	$45.2M	0.0%	—	0
NOMURA ASSET MANAGEMENT CO LTD	Increased	544,483(+2.9%)	$45.2M	0.1%	—	36
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Increased	513,555(+0.0%)	$42.6M	0.0%	—	29
National Pension Service	Increased	509,020(+2.7%)	$42.2M	0.0%	—	30
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	Decreased	495,760(-3.7%)	$41.1M	0.0%	—	0
MILLENNIUM MANAGEMENT LLC	Increased	489,014(+0.7%)	$40.6M	0.0%	—	29
BANK OF MONTREAL /CAN/	Increased	436,345(+9.6%)	$36.2M	0.0%	—	32
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Decreased	434,105(-1.5%)	$36M	0.0%	—	0
Neuberger Berman Group LLC	Increased	431,386(+3.6%)	$35.8M	0.0%	—	30
STRS OHIO	Increased	414,128(+60.8%)	$34.4M	0.1%	—	50
Rockefeller Capital Management L.P.	Decreased	403,993(-0.8%)	$33.6M	0.1%	—	0
AMERICAN CENTURY COMPANIES INC	Decreased	395,893(-28.3%)	$32.8M	0.0%	—	0
RAYMOND JAMES FINANCIAL INC	Decreased	366,309(-3.7%)	$30.4M	0.0%	—	0
Aberdeen Group plc	Decreased	364,889(-4.6%)	$30.3M	0.0%	—	0
TEACHER RETIREMENT SYSTEM OF TEXAS	Increased	333,971(+764.4%)	$27.7M	0.1%	—	46
CITIGROUP INC	Decreased	318,601(-24.1%)	$26.4M	0.0%	—	0
MACQUARIE GROUP LTD	Increased	292,992(+2.2%)	$24.3M	0.1%	—	35
TWO SIGMA INVESTMENTS, LP	New	290,160	$24.1M	0.0%	—	40
Swedbank AB	Unchanged	284,858	$23.6M	0.0%	—	0
Apollo Management Holdings, L.P.	New	265,539	$22M	0.2%	—	47
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Decreased	262,515(-3.0%)	$21.8M	0.0%	—	0
AVIVA PLC	Increased	256,125(+5.6%)	$21.2M	0.0%	—	30
CAPTRUST FINANCIAL ADVISORS	Decreased	255,142(-66.8%)	$21.2M	0.0%	—	0
Cetera Investment Advisers	Decreased	248,597(-2.3%)	$20.6M	0.0%	—	0
BLAIR WILLIAM & CO/IL	Decreased	238,285(-25.2%)	$19.8M	0.1%	—	0
Retirement Systems of Alabama	Decreased	228,071(-1.2%)	$18.9M	0.1%	—	0
STIFEL FINANCIAL CORP	Increased	227,234(+4.2%)	$18.8M	0.0%	—	30
Pacer Advisors, Inc.	Decreased	223,367(-3.4%)	$18.5M	0.0%	—	0
Focus Partners Wealth	Increased	217,915(+68.2%)	$18.3M	0.0%	—	42
REGIONS FINANCIAL CORP	Decreased	214,642(-14.8%)	$17.8M	0.1%	—	0
Corient Private Wealth LLC	Increased	262,254(+29.5%)	$17.5M	0.0%	—	36
Schonfeld Strategic Advisors LLC	Increased	209,300(+113.1%)	$17.4M	0.1%	—	46
Verition Fund Management LLC	Increased	208,951(+648.9%)	$17.3M	0.1%	—	46
CIBC WORLD MARKET INC.	Increased	208,036(+20.6%)	$17.3M	0.0%	—	34
BALYASNY ASSET MANAGEMENT L.P.	Increased	206,809(+38.9%)	$17.2M	0.0%	—	37
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	205,361(+1.0%)	$17M	0.0%	—	28
VICTORY CAPITAL MANAGEMENT INC	Decreased	199,036(-10.7%)	$16.5M	0.0%	—	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Increased	191,507(+108.9%)	$15.9M	0.0%	—	45
NEW YORK STATE COMMON RETIREMENT FUND	Increased	184,074(+1.1%)	$15.3M	0.0%	—	28
TD ASSET MANAGEMENT INC	Increased	180,420(+2.3%)	$15M	0.0%	—	29
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	179,876(-0.3%)	$14.9M	0.0%	—	0
TORONTO DOMINION BANK	Decreased	173,306(-2.1%)	$14.4M	0.0%	—	0
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	173,137(-1.0%)	$14.4M	0.0%	—	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	172,870(-2.3%)	$14.3M	0.1%	—	0
Resona Asset Management Co.,Ltd.	Decreased	171,182(-4.6%)	$14.2M	0.1%	—	0
Quantinno Capital Management LP	Increased	167,107(+38.8%)	$13.9M	0.0%	—	37
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	166,586(-5.3%)	$13.8M	0.0%	—	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Decreased	164,711(-1.5%)	$13.7M	0.1%	—	0
DANSKE BANK A/S	Increased	162,462(+8.9%)	$13.5M	0.0%	—	31
KLP KAPITALFORVALTNING AS	Increased	160,616(+55.9%)	$13.4M	0.1%	—	40
Engineers Gate Manager LP	Increased	159,482(+1092.9%)	$13.2M	0.2%	—	54
ENVESTNET ASSET MANAGEMENT INC	Decreased	156,782(-22.1%)	$13M	0.0%	—	0
WORLDQUANT MILLENNIUM ADVISORS LLC	Decreased	156,036(-32.4%)	$12.9M	0.1%	—	0
Chevy Chase Trust Holdings, LLC	Decreased	149,862(-0.6%)	$12.4M	0.0%	—	0
NATIONAL BANK OF CANADA /FI/	Decreased	148,501(-27.1%)	$12.3M	0.0%	—	0
FEDERATED HERMES, INC.	Increased	148,166(+0.9%)	$12.3M	0.0%	—	28
ROYAL LONDON ASSET MANAGEMENT LTD	Decreased	143,403(-0.3%)	$11.9M	0.0%	—	0
BROOKFIELD Corp /ON/	Increased	143,320(+848.2%)	$11.9M	0.0%	—	45
DnB Asset Management AS	Increased	141,339(+148.0%)	$11.7M	0.0%	—	45
Sanctuary Advisors, LLC	Increased	137,630(+4.0%)	$11.4M	0.1%	—	29
TCW GROUP INC	Increased	132,280(+63.3%)	$11M	0.1%	—	40
APG Asset Management N.V.	Decreased	154,181(-6.2%)	$10.9M	0.0%	—	0
TWO SIGMA ADVISERS, LP	Increased	130,324(+1905.0%)	$10.8M	0.0%	—	45
FRANKLIN RESOURCES INC	Decreased	126,993(-22.3%)	$10.5M	0.0%	—	0
Creative Planning	Increased	126,089(+5.9%)	$10.5M	0.0%	—	29
Korea Investment CORP	Increased	125,296(+134.0%)	$10.4M	0.0%	—	45
VIRGINIA RETIREMENT SYSTEMS ET Al	Decreased	124,800(-5.9%)	$10.4M	0.1%	—	0
OSAIC HOLDINGS, INC.	Decreased	123,416(-20.2%)	$10.2M	0.0%	—	0
Mitsubishi UFJ Trust & Banking Corp	Decreased	116,939(-0.9%)	$9.7M	0.0%	—	0
NISA INVESTMENT ADVISORS, LLC	Decreased	114,661(-8.4%)	$9.6M	0.0%	—	0
CIBC WORLD MARKETS CORP	Decreased	115,456(-0.1%)	$9.6M	0.0%	—	0
CREDIT AGRICOLE S A	Decreased	110,920(-17.7%)	$9.2M	0.0%	—	0
HighTower Advisors, LLC	Decreased	105,361(-1.3%)	$8.7M	0.0%	—	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	104,127(-58.2%)	$8.6M	0.0%	—	0
Sumitomo Mitsui DS Asset Management Company, Ltd	Increased	102,616(+2.2%)	$8.5M	0.1%	—	28
Kestra Advisory Services, LLC	Decreased	101,096(-1.9%)	$8.4M	0.0%	—	0
State of Tennessee, Department of Treasury	Increased	90,289(+48.8%)	$8.3M	0.0%	—	38
NEOS Investment Management LLC	Increased	100,226(+20.9%)	$8.3M	0.0%	—	33
Lansforsakringar Fondforvaltning AB (publ)	Increased	99,754(+0.3%)	$8.3M	0.0%	—	27
State of New Jersey Common Pension Fund D	Decreased	98,138(-2.2%)	$8.1M	0.0%	—	0
UniSuper Management Pty Ltd	Decreased	95,073(-19.5%)	$7.9M	0.0%	—	0
INTECH INVESTMENT MANAGEMENT LLC	Increased	94,216(+552.6%)	$7.8M	0.1%	—	44
M&T BANK CORP	Decreased	36,136(-38.6%)	$7.4M	0.0%	—	0
CANADA PENSION PLAN INVESTMENT BOARD	Decreased	88,145(-58.1%)	$7.3M	0.0%	—	0
Varma Mutual Pension Insurance Co	Increased	86,938(+7.4%)	$7.2M	0.0%	—	29
Private Advisor Group, LLC	Decreased	86,310(-8.2%)	$7.2M	0.0%	—	0
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	84,223	$7M	0.0%	—	38
NISSAY ASSET MANAGEMENT CORP /JAPAN	Increased	82,877(+2.7%)	$6.9M	0.0%	—	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	82,195(+22.2%)	$6.8M	0.0%	—	33
Arizona State Retirement System	Decreased	81,050(-7.1%)	$6.7M	0.0%	—	0
MetLife Investment Management, LLC	Decreased	79,043(-3.0%)	$6.6M	0.0%	—	0
BANK OF NOVA SCOTIA	Decreased	78,611(-5.1%)	$6.5M	0.0%	—	0
PINEBRIDGE INVESTMENTS LLC	New	78,410	$6.5M	0.0%	—	38
Czech National Bank	Increased	77,942(+3.9%)	$6.5M	0.0%	—	28
Allworth Financial LP	Decreased	77,827(-55.1%)	$6.5M	0.0%	—	0
STATE OF MICHIGAN RETIREMENT SYSTEM	Decreased	77,346(-3.1%)	$6.4M	0.0%	—	0
MERCER GLOBAL ADVISORS INC /ADV	Increased	75,680(+12.1%)	$6.3M	0.0%	—	30
PUBLIC SECTOR PENSION INVESTMENT BOARD	Increased	75,247(+18.2%)	$6.2M	0.0%	—	32
Ensign Peak Advisors, Inc	Decreased	74,617(-39.1%)	$6.2M	0.0%	—	0
Eurizon Capital SGR S.p.A.	New	74,091	$6.1M	0.0%	—	38
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	Increased	73,824(+698.5%)	$6.1M	0.0%	—	44
&PARTNERS	Increased	73,371(+229.9%)	$6.1M	0.0%	—	44
CIBC Asset Management Inc	Increased	71,901(+68.0%)	$6M	0.0%	—	40
FORSTA AP-FONDEN	Unchanged	70,900	$5.9M	0.0%	—	0
NORDEA INVESTMENT MANAGEMENT AB	Decreased	67,928(-0.7%)	$5.6M	0.0%	—	0
Wealthfront Advisers LLC	Decreased	67,439(-9.1%)	$5.6M	0.0%	—	0
ProShare Advisors LLC	Increased	66,548(+7.6%)	$5.5M	0.0%	—	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	65,941(+2.4%)	$5.5M	0.0%	—	28
MML INVESTORS SERVICES, LLC	Decreased	65,167(-2.6%)	$5.4M	0.0%	—	0
USS Investment Management Ltd	Increased	64,572(+7.9%)	$5.4M	0.0%	—	29
PFA Pension, Forsikringsaktieselskab	New	63,474	$5.3M	0.0%	—	37
Mariner, LLC	Increased	63,335(+34.9%)	$5.3M	0.0%	—	35
IEQ CAPITAL, LLC	Increased	63,064(+1933.7%)	$5.2M	0.0%	—	44
Mirae Asset Global Investments Co., Ltd.	Increased	61,911(+21.9%)	$5.1M	0.0%	—	32
Swiss Life Asset Management Ltd	Increased	61,348(+10.7%)	$5.1M	0.0%	—	30
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	61,194(-5.9%)	$5.1M	0.0%	—	0
Candriam S.C.A.	Increased	61,143(+3.5%)	$5.1M	0.0%	—	28
VOYA INVESTMENT MANAGEMENT LLC	Decreased	58,350(-6.8%)	$4.8M	0.0%	—	0
Man Group plc	Increased	57,346(+371.9%)	$4.8M	0.0%	—	43
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	Decreased	56,078(-15.8%)	$4.7M	0.0%	—	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	54,584(+11.3%)	$4.6M	0.0%	—	30
Skandinaviska Enskilda Banken AB (publ)	Decreased	54,151(-1.4%)	$4.5M	0.0%	—	0
FIRST TRUST ADVISORS LP	Decreased	53,683(-64.2%)	$4.5M	0.0%	—	0
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	Increased	52,269(+23.3%)	$4.3M	0.0%	—	32
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	New	51,326	$4.3M	0.0%	—	37
QRG CAPITAL MANAGEMENT, INC.	Decreased	50,921(-19.8%)	$4.2M	0.0%	—	0
Woodline Partners LP	Increased	50,353(+29.3%)	$4.2M	0.0%	—	34
Federation des caisses Desjardins du Quebec	Increased	50,087(+10.8%)	$4.2M	0.0%	—	30
XPONANCE LLC	Increased	48,894(+5.9%)	$4.1M	0.0%	—	28
Utah Retirement Systems	Unchanged	48,479	$4M	0.0%	—	0
Cerity Partners LLC	Increased	48,012(+25.7%)	$4M	0.0%	—	33
Baird Financial Group, Inc.	Decreased	45,891(-1.6%)	$3.8M	0.0%	—	0
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	41,206(-10.1%)	$3.8M	0.0%	—	0
Police & Firemen's Retirement System of New Jersey	Decreased	44,950(-4.8%)	$3.7M	0.0%	—	0
Vanguard Personalized Indexing Management, LLC	Increased	44,142(+13.1%)	$3.7M	0.0%	—	30
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Decreased	43,058(-0.3%)	$3.6M	0.0%	—	0
Steward Partners Investment Advisory, LLC	Increased	42,875(+6.3%)	$3.6M	0.0%	—	28
Connor, Clark & Lunn Investment Management Ltd.	Increased	39,394(+45.3%)	$3.3M	0.0%	—	36
Squarepoint Ops LLC	Decreased	38,822(-44.8%)	$3.2M	0.0%	—	0
Rakuten Investment Management, Inc.	Increased	38,874(+27.1%)	$3.2M	0.0%	—	33
FIL Ltd	Increased	38,714(+805.8%)	$3.2M	0.0%	—	43
Gotham Asset Management, LLC	Decreased	38,547(-54.1%)	$3.2M	0.0%	—	0
Rafferty Asset Management, LLC	Decreased	38,219(-3.8%)	$3.2M	0.0%	—	0
JANUS HENDERSON GROUP PLC	Increased	38,032(+1.6%)	$3.2M	0.0%	—	27
TRUIST FINANCIAL CORP	Decreased	36,944(-17.8%)	$3.1M	0.0%	—	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	35,876(+28.4%)	$3M	0.0%	—	33
Allianz Asset Management GmbH	Decreased	35,364(-18.3%)	$2.9M	0.0%	—	0
Pathstone Holdings, LLC	Decreased	34,770(-1.4%)	$2.9M	0.0%	—	0
Waverly Advisors, LLC	Increased	34,422(+1.3%)	$2.9M	0.0%	—	27
Allspring Global Investments Holdings, LLC	Decreased	33,891(-69.7%)	$2.8M	0.0%	—	0
MACKENZIE FINANCIAL CORP	Increased	32,751(+6.3%)	$2.7M	0.0%	—	28
D.A. DAVIDSON & CO.	Increased	32,649(+9.3%)	$2.7M	0.0%	—	29
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	32,448(-12.6%)	$2.7M	0.0%	—	0
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	Decreased	31,737(-0.9%)	$2.6M	0.0%	—	0
Tredje AP-fonden	Decreased	30,081(-3.9%)	$2.5M	0.0%	—	0
B. Metzler seel. Sohn & Co. AG	Decreased	26,499(-10.6%)	$2.2M	0.0%	—	0
AGF MANAGEMENT LTD	Increased	26,236(+18.3%)	$2.2M	0.0%	—	30
Lido Advisors, LLC	Increased	21,215(+3.5%)	$2.1M	0.0%	—	27
SHELTON CAPITAL MANAGEMENT	Unchanged	25,663	$2.1M	0.0%	—	0
NewEdge Advisors, LLC	Decreased	25,126(-10.5%)	$2.1M	0.0%	—	0
US BANCORP \DE\	Decreased	24,427(-6.8%)	$2M	0.0%	—	0
WOLVERINE ASSET MANAGEMENT LLC	Unchanged	23,832	$2M	0.0%	—	0
JONES FINANCIAL COMPANIES LLLP	Increased	23,018(+27.4%)	$1.9M	0.0%	—	32
FIFTH THIRD BANCORP	Increased	22,790(+2.8%)	$1.9M	0.0%	—	27
BENJAMIN EDWARDS INC	Decreased	22,382(-0.3%)	$1.9M	0.0%	—	0
TUDOR INVESTMENT CORP ET AL	New	22,190	$1.8M	0.0%	—	36
IMC-Chicago, LLC	Increased	21,647(+48.2%)	$1.8M	0.0%	—	35
Erste Asset Management GmbH	Decreased	20,900(-6.6%)	$1.7M	0.0%	—	0
Merit Financial Group, LLC	Increased	20,670(+3.7%)	$1.7M	0.0%	—	27
HORIZON KINETICS ASSET MANAGEMENT LLC	Decreased	18,405(-5.4%)	$1.5M	0.0%	—	0
MAI Capital Management	Increased	17,290(+99.5%)	$1.4M	0.0%	—	41
COMMERCE BANK	Decreased	16,184(-0.0%)	$1.3M	0.0%	—	0
BROWN ADVISORY INC	Increased	16,019(+1.1%)	$1.3M	0.0%	—	26
KING LUTHER CAPITAL MANAGEMENT CORP	Decreased	15,929(-1.7%)	$1.3M	0.0%	—	0
Robeco Institutional Asset Management B.V.	Increased	15,697(+6.6%)	$1.3M	0.0%	—	27
NOMURA HOLDINGS INC	Decreased	14,831(-0.8%)	$1.2M	0.0%	—	0
Tidal Investments LLC	Increased	13,742(+90.9%)	$1.1M	0.0%	—	40
NewEdge Wealth, LLC	Increased	13,702(+15.3%)	$1.1M	0.0%	—	29
NATIXIS	Decreased	13,372(-67.3%)	$1.1M	0.0%	—	0
Assenagon Asset Management S.A.	Increased	12,202(+4.1%)	$1M	0.0%	—	26
EP Wealth Advisors, LLC	Decreased	11,863(-30.8%)	$984,022	0.0%	—	0
HB Wealth Management, LLC	Decreased	11,827(-10.3%)	$981,057	0.0%	—	0
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Decreased	11,685(-0.1%)	$969,271	0.0%	—	0
OMERS ADMINISTRATION Corp	Unchanged	10,475	$868,901	0.0%	—	0
SCHRODER INVESTMENT MANAGEMENT GROUP	Decreased	10,430(-20.3%)	$865,169	0.0%	—	0
GLENMEDE TRUST CO NA	Increased	10,408(+18.0%)	$863,343	0.0%	—	29
Farther Finance Advisors, LLC	Increased	10,026(+55.0%)	$831,686	0.0%	—	35
Orion Porfolio Solutions, LLC	Increased	9,584(+13.6%)	$794,986	0.0%	—	28
DAVENPORT & Co LLC	Increased	9,479(+1.1%)	$786,521	0.0%	—	25
Sequoia Financial Advisors, LLC	Decreased	9,273(-8.3%)	$769,181	0.0%	—	0
Savant Capital, LLC	Decreased	8,949(-17.6%)	$742,335	0.0%	—	0
GREENLEAF TRUST	Decreased	8,693(-3.2%)	$721,084	0.0%	—	0
Vident Advisory, LLC	Decreased	8,522(-10.8%)	$706,943	0.0%	—	0
AE Wealth Management LLC	Decreased	8,245(-39.2%)	$683,937	0.0%	—	0
AXXCESS WEALTH MANAGEMENT, LLC	Decreased	8,086(-23.3%)	$670,734	0.0%	—	0
Empowered Funds, LLC	Decreased	7,725(-7.4%)	$640,789	0.0%	—	0
Beacon Pointe Advisors, LLC	Decreased	6,971(-22.7%)	$578,264	0.0%	—	0
Cresset Asset Management, LLC	New	6,711	$562,464	0.0%	—	34
Integrated Wealth Concepts LLC	Decreased	6,538(-14.8%)	$542,345	0.0%	—	0
GUGGENHEIM CAPITAL LLC	Decreased	6,404(-42.1%)	$531,212	0.0%	—	0
HUNTINGTON NATIONAL BANK	Increased	6,348(+11.1%)	$526,575	0.0%	—	27
GROUP ONE TRADING LLC	Decreased	6,294(-33.6%)	$522,087	0.0%	—	0
D. E. Shaw & Co., Inc.	Decreased	5,756(-96.0%)	$477,460	0.0%	—	0
OneDigital Investment Advisors LLC	Decreased	5,494(-5.2%)	$455,740	0.0%	—	0
PEAK6 LLC	New	5,317	$441,045	0.0%	—	33
PRUDENTIAL PLC	Decreased	5,066(-93.5%)	$420,225	0.0%	—	0
M&G Plc	New	4,963	$411,929	0.0%	—	33
TD Waterhouse Canada Inc.	Decreased	4,755(-18.1%)	$394,237	0.0%	—	0
ASSETMARK, INC	Increased	4,340(+49.7%)	$360,006	0.0%	—	33
Fisher Asset Management, LLC	Decreased	4,216(-8.3%)	$349,724	0.0%	—	0
Aptus Capital Advisors, LLC	Increased	4,000(+5.3%)	$331,800	0.0%	—	25
Envestnet Portfolio Solutions, Inc.	Decreased	3,907(-20.1%)	$324,096	0.0%	—	0
CAPSTONE INVESTMENT ADVISORS, LLC	New	3,901	$323,588	0.0%	—	33
Equitable Holdings, Inc.	Decreased	3,801(-41.6%)	$315,293	0.0%	—	0
PANAGORA ASSET MANAGEMENT INC	Unchanged	3,524	$292,316	0.0%	—	0
MATHER GROUP, LLC.	Increased	3,101(+24.9%)	$257,228	0.0%	—	28
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	3,087(-0.1%)	$256,067	0.0%	—	0
Marex Group plc	New	3,047	$252,749	0.0%	—	32
Jefferies Financial Group Inc.	Increased	2,942(+45.9%)	$244,039	0.0%	—	31
Allen Investment Management, LLC	Unchanged	2,696	$223,633	0.0%	—	0
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	2,695(-9.1%)	$223,562	0.0%	—	0
SIMPLEX TRADING, LLC	New	2,357	$195,513	0.0%	—	32
BROWN BROTHERS HARRIMAN & CO	Increased	2,094(+24.6%)	$173,697	0.0%	—	28
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	2,080(-99.9%)	$172,536	0.0%	—	0
CULLEN/FROST BANKERS, INC.	Decreased	2,069(-2.6%)	$171,624	0.0%	—	0
WHITTIER TRUST CO	Decreased	1,741(-8.2%)	$147,776	0.0%	—	0
LOS ANGELES CAPITAL MANAGEMENT LLC	New	1,348	$136,552	0.0%	—	31
First Command Advisory Services, Inc.	Unchanged	1,100	$91,245	0.0%	—	0
EXCHANGE TRADED CONCEPTS, LLC	Decreased	1,011(-72.8%)	$83,862	0.0%	—	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	606,859(+1.9%)	$50,340	0.0%	—	21
LOOMIS SAYLES & CO L P	Increased	479(+12.7%)	$39,733	0.0%	—	15
Bank Julius Baer & Co. Ltd, Zurich	Unchanged	390	$32,350	0.0%	—	0
BNP Paribas Asset Management Holding S.A.	Increased	170,335(+96.5%)	$14,122	0.0%	—	29
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Increased	105(+1.0%)	$8,744	0.0%	—	11
IFM Investors Pty Ltd	Increased	103,620(+0.0%)	$8,595	0.1%	—	17
Jain Global LLC	Exited	0(-100.0%)	$936,829	0.0%	—	0
FAYEZ SAROFIM & CO	Exited	0(-100.0%)	$232,423	0.0%	—	0
ING GROEP NV	Exited	0(-100.0%)	$1.8M	0.0%	—	0
Caption Management, LLC	Exited	0(-100.0%)	$652,416	0.0%	—	0
Walleye Trading LLC	Exited	0(-100.0%)	$234,972	0.0%	—	0
BAMCO INC /NY/	Exited	0(-100.0%)	$44.5M	0.0%	—	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$425,845	0.0%	—	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$84,050	0.0%	—	0
CI INVESTMENTS INC.	Exited	0(-100.0%)	$82	0.0%	—	0
Qube Research & Technologies Ltd	Exited	0(-100.0%)	$3.9M	0.0%	—	0
Twin Tree Management, LP	Exited	0(-100.0%)	$670,357	0.0%	—	0
CAPITAL FUND MANAGEMENT S.A.	Exited	0(-100.0%)	$12.1M	0.0%	—	0
Freestone Grove Partners LP	Exited	0(-100.0%)	$285,228	0.0%	—	0
Hudson Bay Capital Management LP	Exited	0(-100.0%)	$8.2M	0.0%	—	0
ExodusPoint Capital Management, LP	Exited	0(-100.0%)	$1.3M	0.0%	—	0
ZACKS INVESTMENT MANAGEMENT	Exited	0(-100.0%)	$2M	0.0%	—	0

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