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SIZE — Performance
Institutional Holders of SIZE

There is a long list of 64 institutional holders of SIZE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SIZE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SIZE table below, the initial column indicates the name of each top institutional holder of SIZE, with a link to that fund's top holdings. The next columns indicate the amount of SIZE stock held by each of the institutional holders of SIZE, followed by the SIZE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)		 As of
BlackRock Inc.436,702$57,588 12/31/2023
     SIZE436,702$57,588 12/31/2023
Bank of America Corp DE337,697$44,532 12/31/2023
     SIZE337,697$44,532 12/31/2023
Envestnet Asset Management Inc.170,673$22,507 12/31/2023
     SIZE170,673$22,507 12/31/2023
Trinity Wealth Management LLC107,139$15,244 03/31/2024
     SIZE107,139$15,244 03/31/2024
Principal Securities Inc.69,383$9,150 12/31/2023
     SIZE69,383$9,150 12/31/2023
The PNC Financial Services Group Inc.36,911$4,867 12/31/2023
     SIZE36,911$4,867 12/31/2023
Morgan Stanley35,151$4,635 12/31/2023
     SIZE35,151$4,635 12/31/2023
Lido Advisors LLC25,682$3,387 12/31/2023
     SIZE25,682$3,387 12/31/2023
LPL Financial LLC23,593$3,111 12/31/2023
     SIZE23,593$3,111 12/31/2023
Citadel Advisors LLC19,226$2,535 12/31/2023
     SIZE19,226$2,535 12/31/2023
Mercer Global Advisors Inc. ADV13,948$1,839 12/31/2023
     SIZE13,948$1,839 12/31/2023
Wharton Business Group LLC12,810$1,689 12/31/2023
     SIZE12,810$1,689 12/31/2023
Jane Street Group LLC10,701$1,411 12/31/2023
     SIZE10,701$1,411 12/31/2023
Parallel Advisors LLC9,258$1,221 12/31/2023
     SIZE9,258$1,221 12/31/2023
G&S Capital LLC8,494$1,209 03/31/2024
     SIZE8,494$1,209 03/31/2024
Hilltop Holdings Inc.8,664$1,143 12/31/2023
     SIZE8,664$1,143 12/31/2023
Advisor Group Holdings Inc.5,337$704 12/31/2023
     SIZE5,337$704 12/31/2023
Strategic Blueprint LLC4,713$671 03/31/2024
     SIZE4,713$671 03/31/2024
Lakeview Capital Partners LLC5,079$670 12/31/2023
     SIZE5,079$670 12/31/2023
Cerity Partners LLC4,822$636 12/31/2023
     SIZE4,822$636 12/31/2023
Keystone Financial Group4,382$578 12/31/2023
     SIZE4,382$578 12/31/2023
BCGM Wealth Management LLC4,185$552 12/31/2023
     SIZE4,185$552 12/31/2023
Client 1ST Advisory Group LLC3,754$495 12/31/2023
     SIZE3,754$495 12/31/2023
UBS Group AG3,322$438 12/31/2023
     SIZE3,322$438 12/31/2023
Wells Fargo & Company MN2,910$384 12/31/2023
     SIZE2,910$384 12/31/2023
Commonwealth Equity Services LLC2,483$353 03/31/2024
     SIZE2,483$353 03/31/2024
MA Private Wealth2,267$299 12/31/2023
     SIZE2,267$299 12/31/2023
GWM Advisors LLC2,257$298 12/31/2023
     SIZE2,257$298 12/31/2023
Wealthsource Partners LLC2,211$292 12/31/2023
     SIZE2,211$292 12/31/2023
Raymond James Financial Services Advisors Inc.1,948$277 03/31/2024
     SIZE1,948$277 03/31/2024
Cypress Wealth Services LLC1,926$274 03/31/2024
     SIZE1,926$274 03/31/2024
TKG Advisors LLC2,069$273 12/31/2023
     SIZE2,069$273 12/31/2023
RSM US Wealth Management LLC2,013$265 12/31/2023
     SIZE2,013$265 12/31/2023
Belvedere Trading LLC $264 12/31/2023
     Call2,000$264 12/31/2023
Freestone Capital Holdings LLC1,974$260 12/31/2023
     SIZE1,974$260 12/31/2023
JPMorgan Chase & Co.1,828$241 12/31/2023
     SIZE1,828$241 12/31/2023
Courier Capital LLC1,690$240 03/31/2024
     SIZE1,690$240 03/31/2024
Sunbelt Securities Inc.1,658$236 03/31/2024
     SIZE1,658$236 03/31/2024
Cambridge Investment Research Advisors Inc.1,627$232 03/31/2024
     SIZE1,627$232 03/31/2024
Northwestern Mutual Wealth Management Co.1,758$232 12/31/2023
     SIZE1,758$232 12/31/2023
CWM LLC1,436$204 03/31/2024
     SIZE1,436$204 03/31/2024
AdvisorNet Financial Inc1,205$171 03/31/2024
     SIZE1,205$171 03/31/2024
Royal Bank of Canada1,189$157 12/31/2023
     SIZE1,189$157 12/31/2023
Capital Investment Advisory Services LLC919$131 03/31/2024
     SIZE919$131 03/31/2024
FMR LLC970$128 12/31/2023
     SIZE970$128 12/31/2023
Harbour Investments Inc.965$127 12/31/2023
     SIZE965$127 12/31/2023
Icon Wealth Advisors LLC947$125 12/31/2023
     SIZE947$125 12/31/2023
TD Waterhouse Canada Inc.803$104 12/31/2023
     SIZE803$104 12/31/2023
Qube Research & Technologies Ltd401$53 12/31/2023
     SIZE401$53 12/31/2023
Farther Finance Advisors LLC305$40 12/31/2023
     SIZE305$40 12/31/2023

See All: Funds Holding SIZE
See Details: Top 10 Hedge Funds Holding SIZE
Also See: SIZE Insider Buying
Also See: SIZE Holdings Changes

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