Sun Communities, Inc. (SUI) 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 SUI?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Sun Communities, Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SUI?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Sun Communities, Inc..

Is institutional money flowing into SUI?

239 institutional investors hold Sun Communities, Inc. (SUI). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SUI?

Track institutional sentiment and conviction scores for Sun Communities, Inc. (SUI) including Smart Money Verdict and position changes on HoldingsIntel.

Sun Communities, Inc.

SUI·866674104·US·reit·Real Estate - REIT - Residential-13D/G

SUI (Sun Communities, Inc.) is held by 239 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($2.1B), DODGE & COX ($1.8B), BlackRock, Inc. ($1.3B). Net institutional sentiment: Mixed.

239

Holders

Avg rating(18 Elite)

$12.6B

Total Value

52% (251)

Fund Consensus

122 buying - 113 selling

Smart Money VerdictView all

46Weak MomentumSplit Signals

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

Held by 239 funds

18 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 27, 2026

Insider

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Decreased	16.7M(-8.9%)	$2.1B	0.0%	+8.65%	0
DODGE & COX	Increased	14.5M(+0.1%)	$1.8B	1.0%	+14.98%	45
BlackRock, Inc.	Decreased	10.7M(-6.8%)	$1.3B	0.0%	+18.53%	0
STATE STREET CORP	Decreased	5.3M(-1.5%)	$662.5M	0.0%	+11.99%	0
WELLINGTON MANAGEMENT GROUP LLP	Increased	5M(+12.3%)	$624.5M	0.1%	+7.83%	42
FMR LLC	Decreased	4.9M(-7.8%)	$603.3M	0.0%	+19.51%	0
M&T BANK CORP	Increased	498,339(+203x)	$328.7M	1.1%	+9.60%	79
GEODE CAPITAL MANAGEMENT, LLC	Increased	2.3M(+0.4%)	$288.9M	0.0%	+24.97%	31
DIMENSIONAL FUND ADVISORS LP	Decreased	1.8M(-1.6%)	$218.2M	0.0%	+10.56%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	1.5M(+379x)	$182.7M	0.0%	+9.63%	49
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.5M(+7.7%)	$182.2M	0.0%	+23.58%	33
CITADEL ADVISORS LLC	Decreased	1.3M(-8.4%)	$155.3M	0.0%	+8.00%	0
DEUTSCHE BANK AG\	Increased	1.2M(+17.9%)	$154.1M	0.1%	+14.08%	35
Legal & General Group Plc	Increased	1.1M(+6.4%)	$133.9M	0.0%	+24.90%	32
NORTHERN TRUST CORP	Decreased	1M(-0.3%)	$128.7M	0.0%	+23.06%	0
CANADA PENSION PLAN INVESTMENT BOARD	Unchanged	1M	$127.8M	0.1%	+7.13%	0
Nuveen, LLC	Decreased	982,857(-0.5%)	$121.8M	0.0%	+10.33%	0
MORGAN STANLEY	Increased	954,742(+4.3%)	$118.3M	0.0%	+21.77%	31
JANE STREET GROUP, LLC	Increased	942,435(+21.9%)	$116.8M	0.0%	+9.14%	36
Capital International Investors	Increased	882,808(+0.1%)	$109.4M	0.0%	+15.48%	30
Russell Investments Group, Ltd.	Decreased	798,380(-15.3%)	$98.9M	0.1%	+16.93%	0
MILLENNIUM MANAGEMENT LLC	Increased	773,961(+12.9%)	$95.9M	0.0%	+8.73%	34
BALYASNY ASSET MANAGEMENT L.P.	Increased	767,190(+152.5%)	$95.1M	0.1%	+8.73%	58
Bank of New York Mellon Corp	Increased	692,017(+29.1%)	$85.7M	0.0%	+3.18%	37
JPMORGAN CHASE & CO	Increased	650,439(+29.8%)	$80.6M	0.0%	+16.65%	37
HSBC HOLDINGS PLC	Increased	596,643(+9.5%)	$74M	0.0%	+13.54%	33
SEI INVESTMENTS CO	Increased	580,005(+8.7%)	$71.9M	0.1%	+15.64%	32
BANK OF AMERICA CORP /DE/	Decreased	519,864(-4.1%)	$64.4M	0.0%	+17.56%	0
Qube Research & Technologies Ltd	Increased	469,888(+5683.2%)	$58.2M	0.1%	+9.59%	47
FRANKLIN RESOURCES INC	Increased	420,047(+249.6%)	$52M	0.0%	+9.10%	47
Sumitomo Mitsui Trust Group, Inc.	Decreased	419,203(-5.2%)	$51.9M	0.0%	+17.48%	0
Alyeska Investment Group, L.P.	Increased	409,461(+25.0%)	$50.7M	0.1%	+7.84%	43
Swiss National Bank	Decreased	342,960(-6.8%)	$42.5M	0.0%	+24.12%	0
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	Increased	337,013(+43.3%)	$41.8M	0.1%	+8.06%	39
PRUDENTIAL FINANCIAL INC	Increased	310,750(+52.2%)	$38.5M	0.0%	+11.25%	41
FIRST TRUST ADVISORS LP	Increased	307,169(+0.4%)	$38.1M	0.0%	+7.13%	29
APG Asset Management US Inc.	Decreased	304,084(-9.8%)	$37.7M	0.3%	+21.58%	0
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Decreased	281,983(-8.5%)	$34.9M	0.0%	+14.64%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	272,213(+34.1%)	$33.7M	0.0%	+14.84%	37
GOLDMAN SACHS GROUP INC	Decreased	271,516(-21.5%)	$33.6M	0.0%	+9.71%	0
Invesco Ltd.	Increased	264,235(+9.1%)	$32.7M	0.0%	-10.35%	32
WHITTIER TRUST CO	Increased	264,511(+8.8%)	$32.5M	0.4%	+11.02%	38
Allspring Global Investments Holdings, LLC	Decreased	264,668(-21.4%)	$32.3M	0.1%	-18.61%	0
Amundi	Increased	260,834(+9.3%)	$32.3M	0.0%	+6.33%	32
Universal- Beteiligungs- und Servicegesellschaft mbH	Decreased	254,925(-7.0%)	$31.6M	0.1%	+11.66%	0
Asset Management One Co., Ltd.	Increased	235,582(+1.2%)	$29.4M	0.1%	+23.12%	29
CITIGROUP INC	Increased	233,129(+72.7%)	$28.9M	0.0%	+12.21%	43
NOMURA ASSET MANAGEMENT CO LTD	Increased	212,647(+1.7%)	$26.3M	0.1%	+19.51%	29
Aberdeen Group plc	Increased	210,110(+0.1%)	$26M	0.0%	+15.10%	29
Mitsubishi UFJ Asset Management Co., Ltd.	Increased	209,699(+1.3%)	$25.6M	0.0%	+13.95%	29
BARCLAYS PLC	Increased	203,893(+7.3%)	$25.3M	0.0%	+13.22%	31
Neuberger Berman Group LLC	Decreased	203,015(-16.7%)	$25.2M	0.0%	+12.34%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Decreased	198,628(-3.5%)	$24.6M	0.1%	+10.87%	0
UBS Group AG	Decreased	198,300(-45.2%)	$24.6M	0.0%	+10.84%	0
SCHRODER INVESTMENT MANAGEMENT GROUP	Decreased	197,207(-44.9%)	$24.5M	0.0%	+11.42%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Decreased	190,643(-6.6%)	$23.6M	0.0%	+30.53%	0
AMERICAN CENTURY COMPANIES INC	Increased	186,330(+266.5%)	$23.1M	0.0%	+11.48%	46
ALLIANCEBERNSTEIN L.P.	Increased	183,282(+2.2%)	$22.7M	0.0%	+32.86%	29
ROYAL BANK OF CANADA	Decreased	182,165(-30.1%)	$22.6M	0.0%	+14.06%	0
State of New Jersey Common Pension Fund D	Decreased	165,011(-1.1%)	$20.4M	0.1%	+31.59%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	163,339(-4.7%)	$20.2M	0.0%	+12.97%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	162,403(+111.4%)	$20.1M	0.0%	+10.20%	46
LMR Partners LLP	Increased	158,668(+239.3%)	$19.7M	0.0%	+8.96%	46
Quantinno Capital Management LP	Increased	158,605(+288.4%)	$19.7M	0.0%	+9.57%	46
Mitsubishi UFJ Trust & Banking Corp	Increased	158,294(+10.1%)	$19.6M	0.0%	+12.88%	31
Swedbank AB	Increased	157,113(+21.4%)	$19.5M	0.0%	+10.52%	34
RHUMBLINE ADVISERS	Decreased	152,941(-2.3%)	$19M	0.0%	+26.41%	0
AQR CAPITAL MANAGEMENT LLC	Increased	152,462(+162.9%)	$18.9M	0.0%	+8.49%	46
Point72 Asset Management, L.P.	New	151,440	$18.8M	0.0%	+9.63%	39
WELLS FARGO & COMPANY/MN	Increased	149,266(+1.0%)	$18.5M	0.0%	+27.01%	29
Hudson Bay Capital Management LP	New	126,426	$15.7M	0.1%	+9.63%	39
Allianz Asset Management GmbH	Increased	121,942(+0.5%)	$15.1M	0.0%	+18.96%	28
CI INVESTMENTS INC.	Decreased	120,577(-6.9%)	$14.9M	0.1%	+12.19%	0
RAYMOND JAMES FINANCIAL INC	Decreased	118,825(-5.4%)	$14.7M	0.0%	+19.37%	0
PRINCIPAL FINANCIAL GROUP INC	Decreased	114,786(-3.4%)	$14.2M	0.0%	+13.39%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	114,483	$14.2M	0.0%	+41.05%	0
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	110,176(+1.2%)	$13.7M	0.0%	+13.38%	28
Korea Investment CORP	Increased	109,978(+91.9%)	$13.6M	0.0%	+11.83%	44
TEACHER RETIREMENT SYSTEM OF TEXAS	Decreased	109,675(-3.1%)	$13.6M	0.0%	+8.79%	0
MACQUARIE GROUP LTD	Increased	106,912(+2.8%)	$13.2M	0.1%	+4.01%	29
AVIVA PLC	Increased	101,719(+5.7%)	$12.6M	0.0%	+10.87%	30
AMERIPRISE FINANCIAL INC	Increased	96,765(+431.4%)	$12M	0.0%	+10.33%	45
Corient Private Wealth LLC	Increased	93,608(+4.0%)	$11.6M	0.0%	+10.21%	29
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	91,407(-8.5%)	$11.3M	0.0%	+16.06%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	78,736(+503.7%)	$9.7M	0.0%	+10.68%	45
Tidal Investments LLC	Increased	77,365(+10.9%)	$9.6M	0.0%	+6.49%	31
STRS OHIO	Increased	77,037(+38.5%)	$9.5M	0.0%	+11.60%	36
DnB Asset Management AS	Increased	77,034(+218.0%)	$9.5M	0.0%	+7.93%	45
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	New	73,598	$9.1M	0.0%	+9.63%	38
DANSKE BANK A/S	Increased	73,303(+25.9%)	$9.1M	0.0%	+11.12%	34
NEW YORK STATE COMMON RETIREMENT FUND	Decreased	73,147(-2.7%)	$9.1M	0.0%	+44.05%	0
Resona Asset Management Co.,Ltd.	Decreased	66,998(-5.0%)	$8.3M	0.0%	+15.38%	0
TD ASSET MANAGEMENT INC	Increased	63,984(+1.0%)	$7.9M	0.0%	+16.08%	28
1832 Asset Management L.P.	Increased	62,645(+1.7%)	$7.8M	0.0%	+14.64%	28
VICTORY CAPITAL MANAGEMENT INC	Decreased	60,159(-8.6%)	$7.5M	0.0%	+27.64%	0
Gotham Asset Management, LLC	Increased	56,010(+33.6%)	$6.9M	0.0%	+11.43%	35
APG Asset Management N.V.	Decreased	62,571(-10.2%)	$6.6M	0.0%	+18.79%	0
Pictet Asset Management Holding SA	Increased	51,752(+0.2%)	$6.4M	0.0%	+26.75%	27
CENTERSQUARE INVESTMENT MANAGEMENT LLC	Unchanged	51,323	$6.4M	0.1%	+10.58%	0
ExodusPoint Capital Management, LP	New	51,126	$6.3M	0.0%	+9.63%	38
KLP KAPITALFORVALTNING AS	Unchanged	46,900	$5.9M	0.0%	+18.38%	0
ROYAL LONDON ASSET MANAGEMENT LTD	Decreased	46,341(-8.3%)	$5.7M	0.0%	+25.92%	0
Engineers Gate Manager LP	Increased	46,290(+232.6%)	$5.7M	0.1%	+8.95%	44
Utah Retirement Systems	Increased	43,673(+110.1%)	$5.4M	0.1%	+13.90%	44
DAVIS SELECTED ADVISERS	Decreased	42,840(-2.5%)	$5.3M	0.0%	+10.75%	0
BAILLIE GIFFORD & CO	Decreased	42,273(-12.3%)	$5.2M	0.0%	+11.50%	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Decreased	40,053(-3.4%)	$5M	0.0%	+15.30%	0
Sumitomo Mitsui DS Asset Management Company, Ltd	Unchanged	39,234	$4.9M	0.0%	+11.25%	0
NATIXIS	Increased	38,426(+8.5%)	$4.8M	0.0%	+7.57%	29
INTECH INVESTMENT MANAGEMENT LLC	Decreased	37,274(-33.3%)	$4.6M	0.0%	+7.86%	0
Arizona State Retirement System	Decreased	34,358(-9.1%)	$4.3M	0.0%	+17.71%	0
MERCER GLOBAL ADVISORS INC /ADV	Increased	33,858(+208.1%)	$4.2M	0.0%	+12.04%	43
NISSAY ASSET MANAGEMENT CORP /JAPAN	Increased	33,820(+0.4%)	$4.2M	0.0%	+17.20%	27
CIBC WORLD MARKETS CORP	Decreased	33,572(-9.9%)	$4.2M	0.0%	+9.73%	0
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	New	32,408	$4M	0.0%	+9.63%	37
CAPSTONE INVESTMENT ADVISORS, LLC	Increased	32,384(+8.0%)	$4M	0.0%	+7.56%	29
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	31,868(-9.2%)	$4M	0.0%	+11.66%	0
Schonfeld Strategic Advisors LLC	Increased	30,584(+339.9%)	$3.8M	0.0%	+10.30%	43
Cerity Partners LLC	Increased	30,579(+0.8%)	$3.8M	0.0%	+12.04%	27
DAVENPORT & Co LLC	Decreased	29,929(-1.7%)	$3.7M	0.0%	+39.84%	0
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	29,739	$3.7M	0.0%	+9.63%	37
Magnetar Financial LLC	Increased	28,906(+314.4%)	$3.6M	0.0%	+9.08%	43
Eurizon Capital SGR S.p.A.	New	28,745	$3.6M	0.0%	+9.63%	37
Squarepoint Ops LLC	Decreased	28,492(-48.7%)	$3.5M	0.0%	+7.40%	0
JANUS HENDERSON GROUP PLC	Increased	28,294(+26.3%)	$3.5M	0.0%	+6.74%	33
LPL Financial LLC	Decreased	27,957(-0.6%)	$3.5M	0.0%	+11.35%	0
UniSuper Management Pty Ltd	Decreased	27,500(-28.4%)	$3.4M	0.0%	+18.11%	0
Wealthfront Advisers LLC	Decreased	27,133(-2.5%)	$3.4M	0.0%	+8.52%	0
VIRGINIA RETIREMENT SYSTEMS ET Al	Unchanged	25,180	$3.1M	0.0%	+14.44%	0
FIL Ltd	Decreased	24,655(-77.5%)	$3.1M	0.0%	+14.16%	0
Skandinaviska Enskilda Banken AB (publ)	Decreased	24,068(-5.4%)	$3M	0.0%	+10.11%	0
Ensign Peak Advisors, Inc	Decreased	24,040(-29.4%)	$3M	0.0%	+1.29%	0
AGF MANAGEMENT LTD	Decreased	24,018(-8.1%)	$3M	0.0%	+17.08%	0
BANK OF MONTREAL /CAN/	Decreased	23,705(-61.7%)	$2.9M	0.0%	+13.08%	0
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	Increased	22,174(+20.9%)	$2.7M	0.0%	+15.18%	31
Capula Management Ltd	New	21,451	$2.7M	0.0%	+9.63%	36
Steward Partners Investment Advisory, LLC	Decreased	20,662(-10.2%)	$2.6M	0.0%	+10.80%	0
TORONTO DOMINION BANK	Decreased	20,031(-3.4%)	$2.5M	0.0%	+17.00%	0
FORSTA AP-FONDEN	Decreased	19,100(-6.4%)	$2.4M	0.0%	+11.76%	0
Federation des caisses Desjardins du Quebec	Increased	19,101(+58.3%)	$2.4M	0.0%	+10.72%	37
Police & Firemen's Retirement System of New Jersey	Decreased	18,847(-6.7%)	$2.3M	0.0%	+18.22%	0
MACKENZIE FINANCIAL CORP	Increased	18,183(+49.1%)	$2.3M	0.0%	+11.76%	36
Mariner, LLC	Increased	17,254(+23.7%)	$2.1M	0.0%	+12.76%	32
NEOS Investment Management LLC	Increased	16,484(+42.9%)	$2M	0.0%	+9.29%	35
XPONANCE LLC	Decreased	16,161(-0.4%)	$2M	0.0%	+11.50%	0
NISA INVESTMENT ADVISORS, LLC	Decreased	14,308(-24.9%)	$1.8M	0.0%	+12.98%	0
WORLDQUANT MILLENNIUM ADVISORS LLC	New	13,730	$1.7M	0.0%	+9.63%	36
Tredje AP-fonden	Increased	13,472(+5.0%)	$1.7M	0.0%	+13.08%	27
NORDEA INVESTMENT MANAGEMENT AB	Increased	12,711(+9.0%)	$1.6M	0.0%	+9.00%	28
Candriam S.C.A.	Increased	12,279(+41.0%)	$1.5M	0.0%	+10.25%	34
GAMCO INVESTORS, INC. ET AL	Unchanged	12,065	$1.5M	0.0%	+22.50%	0
&PARTNERS	Increased	11,703(+1.6%)	$1.5M	0.0%	+12.15%	26
Creative Planning	Decreased	10,978(-8.9%)	$1.4M	0.0%	+10.94%	0
Pathstone Holdings, LLC	Decreased	10,858(-6.1%)	$1.3M	0.0%	+12.33%	0
BROOKFIELD Corp /ON/	Decreased	10,590(-71.2%)	$1.3M	0.0%	+19.51%	0
Cetera Investment Advisers	Decreased	10,430(-1.4%)	$1.3M	0.0%	+8.14%	0
VOYA INVESTMENT MANAGEMENT LLC	Decreased	9,619(-13.3%)	$1.2M	0.0%	+14.11%	0
Verition Fund Management LLC	Decreased	9,100(-89.0%)	$1.1M	0.0%	+7.65%	0
TRUIST FINANCIAL CORP	Decreased	8,980(-65.3%)	$1.1M	0.0%	+11.88%	0
Orion Porfolio Solutions, LLC	Decreased	8,681(-5.9%)	$1.1M	0.0%	-3.66%	0
Sanctuary Advisors, LLC	Decreased	8,574(-6.6%)	$1.1M	0.0%	+13.33%	0
OSAIC HOLDINGS, INC.	Decreased	8,548(-9.8%)	$1.1M	0.0%	+13.26%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	8,460(-0.8%)	$1M	0.0%	+23.94%	0
MARSHALL WACE, LLP	New	8,384	$1M	0.0%	+9.63%	35
Swiss Life Asset Management Ltd	Decreased	8,380(-21.4%)	$1M	0.0%	+15.68%	0
Focus Partners Wealth	New	8,200	$1M	0.0%	+9.63%	35
BANK OF NOVA SCOTIA	Increased	8,174(+71.1%)	$1M	0.0%	+12.68%	37
FEDERATED HERMES, INC.	Increased	8,165(+16.1%)	$1M	0.0%	-8.00%	29
Robeco Institutional Asset Management B.V.	New	7,644	$947,168	0.0%	+9.63%	35
Vanguard Personalized Indexing Management, LLC	Decreased	6,970(-17.7%)	$863,653	0.0%	-1.95%	0
Rockefeller Capital Management L.P.	Increased	6,940(+2.1%)	$860,742	0.0%	+7.44%	25
Man Group plc	Decreased	6,900(-18.8%)	$854,979	0.0%	+7.40%	0
MetLife Investment Management, LLC	Decreased	6,368(-2.7%)	$789,059	0.0%	+6.29%	0
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	6,237(-6.1%)	$785,800	0.0%	-18.66%	0
BLAIR WILLIAM & CO/IL	Increased	6,247(+1.1%)	$774,066	0.0%	+8.51%	25
Mirae Asset Global Investments Co., Ltd.	Decreased	6,142(-4.3%)	$761,055	0.0%	+19.38%	0
TWO SIGMA INVESTMENTS, LP	Decreased	6,100(-45.0%)	$755,851	0.0%	+16.55%	0
National Pension Service	Increased	5,914(+58.7%)	$732,804	0.0%	+9.36%	35
STIFEL FINANCIAL CORP	Decreased	5,850(-4.7%)	$724,906	0.0%	+3.63%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	5,661(+169.4%)	$701,455	0.0%	+7.38%	40
HB Wealth Management, LLC	Increased	5,586(+4.1%)	$692,161	0.0%	+7.49%	26
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	5.6M(-12.8%)	$688,952	0.1%	+13.58%	0
QRG CAPITAL MANAGEMENT, INC.	New	5,481	$679,202	0.0%	+9.63%	34
CIBC Asset Management Inc	Increased	5,467(+2.1%)	$677,416	0.0%	+13.78%	25
Rakuten Investment Management, Inc.	Decreased	5,302(-55.2%)	$661,795	0.0%	+8.65%	0
Vident Advisory, LLC	Decreased	4,951(-18.4%)	$613,513	0.0%	+21.27%	0
CAPTRUST FINANCIAL ADVISORS	Increased	4,669(+33.8%)	$578,527	0.0%	+10.52%	31
OMERS ADMINISTRATION Corp	Unchanged	4,500	$557,595	0.0%	+22.14%	0
MML INVESTORS SERVICES, LLC	Increased	4,437(+6.5%)	$549,792	0.0%	+17.32%	26
Banco Santander, S.A.	Decreased	4,432(-1.3%)	$549,169	0.0%	+9.42%	0
Cresset Asset Management, LLC	Decreased	4,363(-1.7%)	$545,203	0.0%	+17.38%	0
Baird Financial Group, Inc.	Increased	4,357(+4.1%)	$539,876	0.0%	+20.36%	25
JONES FINANCIAL COMPANIES LLLP	Increased	4,122(+26.4%)	$510,735	0.0%	+12.66%	30
US BANCORP \DE\	Decreased	4,026(-11.3%)	$498,864	0.0%	+12.21%	0
FIFTH THIRD BANCORP	Decreased	3,985(-9.5%)	$493,781	0.0%	+9.26%	0
D.A. DAVIDSON & CO.	Increased	3,914(+18.0%)	$484,986	0.0%	+9.78%	28
PRUDENTIAL PLC	Unchanged	3,769	$467,017	0.0%	+11.72%	0
IEQ CAPITAL, LLC	New	3,467	$429,612	0.0%	+9.63%	33
Empowered Funds, LLC	Increased	3,281(+0.7%)	$406,548	0.0%	+15.42%	24
Holocene Advisors, LP	Decreased	3,144(-66.8%)	$389,573	0.0%	+17.70%	0
Brevan Howard Capital Management LP	Decreased	3,110(-48.9%)	$385,360	0.0%	+10.40%	0
COMMERCE BANK	Unchanged	3,102	$384,368	0.0%	+12.51%	0
Capital International, Inc./CA/	Decreased	3,027(-9.3%)	$375,076	0.0%	+19.51%	0
GATEWAY INVESTMENT ADVISERS LLC	New	2,874	$356,061	0.0%	+9.63%	33
B. Metzler seel. Sohn & Co. AG	Unchanged	2,841	$352,028	0.0%	-0.91%	0
CREDIT AGRICOLE S A	Decreased	2,534(-38.4%)	$313,988	0.0%	+16.73%	0
NOMURA HOLDINGS INC	Decreased	2,501(-2.9%)	$309,899	0.0%	+7.40%	0
Sequoia Financial Advisors, LLC	Decreased	2,433(-29.2%)	$301,473	0.0%	+7.40%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	2,397(-5.8%)	$297,057	0.0%	-8.43%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	2,322(-99.6%)	$287,719	0.0%	+21.09%	0
Woodline Partners LP	New	2,306	$285,736	0.0%	+9.63%	32
PANAGORA ASSET MANAGEMENT INC	Unchanged	2,220	$275,080	0.0%	+36.04%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	2,172(-23.2%)	$269,133	0.0%	+10.46%	0
REGIONS FINANCIAL CORP	Increased	2,169(+1.6%)	$268,761	0.0%	+18.41%	24
Private Advisor Group, LLC	New	2,159	$267,477	0.0%	+9.63%	32
HighTower Advisors, LLC	Decreased	2,050(-12.9%)	$254,030	0.0%	+20.38%	0
NATIONAL BANK OF CANADA /FI/	Increased	1,763(+94.0%)	$218,142	0.0%	+11.52%	36
TCW GROUP INC	New	1,736	$215,108	0.0%	+9.63%	32
EXCHANGE TRADED CONCEPTS, LLC	Increased	1,726(+22.1%)	$213,869	0.0%	+7.89%	28
CIBC Private Wealth Group LLC	Decreased	1,635(-16.4%)	$202,593	0.0%	+8.54%	0
Envestnet Portfolio Solutions, Inc.	Decreased	1,623(-2.8%)	$201,097	0.0%	+27.33%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1,585(+170.9%)	$196,397	0.0%	+9.11%	37
NewEdge Advisors, LLC	Unchanged	1,497	$185,538	0.0%	+9.96%	0
SIMPLEX TRADING, LLC	Decreased	1,416(-62.7%)	$175,456	0.0%	+9.72%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	1,151(+5.9%)	$142,621	0.0%	+18.72%	24
HUNTINGTON NATIONAL BANK	Increased	719(+46.1%)	$89,091	0.0%	+11.25%	29
Bank Julius Baer & Co. Ltd, Zurich	Unchanged	566	$70,132	0.0%	+13.90%	0
Kestra Advisory Services, LLC	New	550	$68,155	0.0%	+9.63%	29
Farther Finance Advisors, LLC	Increased	482(+54.0%)	$59,668	0.0%	+9.79%	29
Allworth Financial LP	Increased	430(+141.6%)	$53,308	0.0%	+12.26%	33
BNP Paribas Asset Management Holding S.A.	Increased	164,562(+1519.2%)	$20,393	0.0%	+9.81%	30
ASSETMARK, INC	Decreased	159(-41.3%)	$19,645	0.0%	+9.33%	0
HRT FINANCIAL LP	New	137,697	$17,062	0.1%	+9.63%	25
MAI Capital Management	Increased	131(+4.0%)	$16,220	0.0%	+13.52%	19
GROUP ONE TRADING LLC	Unchanged	113	$14,002	0.0%	+7.40%	0
BROWN BROTHERS HARRIMAN & CO	Decreased	44(-6.4%)	$5,452	0.0%	+7.40%	0
IFM Investors Pty Ltd	Decreased	43,843(-1.3%)	$5,433	0.0%	+14.27%	0
Pacer Advisors, Inc.	Unchanged	3	$372	0.0%	+8.59%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$303,670	0.0%	+7.37%	0
CONGRESS ASSET MANAGEMENT CO	Exited	0(-100.0%)	$213,237	0.0%	-2.03%	0
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	Exited	0(-100.0%)	$178,020	0.0%	-12.11%	0
Jain Global LLC	Exited	0(-100.0%)	$14.1M	0.0%	-2.03%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$132,111	0.0%	-2.03%	0
Centiva Capital, LP	Exited	0(-100.0%)	$1.1M	0.0%	+0.28%	0
OneDigital Investment Advisors LLC	Exited	0(-100.0%)	$206,200	0.0%	+11.79%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$15,609	0.0%	-2.03%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	Exited	0(-100.0%)	$7.4M	0.0%	-1.10%	0
Jefferies Financial Group Inc.	Exited	0(-100.0%)	$3.4M	0.0%	-2.03%	0
Freestone Grove Partners LP	Exited	0(-100.0%)	$222,912	0.0%	-2.03%	0
Parallax Volatility Advisers, L.P.	Exited	0(-100.0%)	$1.1M	0.0%	-2.03%	0

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