Copt Defense PropertiesCDP
13F holders, Q1 2026 (March 31)323holders +16
40new positions
25sold out
6famous investors
$30.43avg. 13F price*
At the end of Q1 2026, 323 institutions reported holding Copt Defense Properties (CDP) in their 13F filings, up 16 from Q4 2025. 40 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($651.8M), Vanguard Portfolio Management LLC ($362.9M) and Alliancebernstein L.P. ($245.7M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Copt Defense Properties
- CUSIP
- 22002T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $36.3M |
| Exits | 25 | $38.9M |
All 13F filers, Q4 2025 → Q1 2026: 14,475,522 shares bought and 8,929,085 shares sold, net +5,546,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| BlackRock, Inc. | 0.01% | Add +17.7% | 21,300,778 | $651.8M |
| Vanguard Portfolio Management LLC | 0.02% | — | 11,859,067 | $362.9M |
| Alliancebernstein L.P. | 0.08% | Reduce -4.3% | 8,838,968 | $245.7M |
| State Street Corp. | 0.01% | Add +7.3% | 6,836,577 | $211.3M |
| Vanguard Capital Management LLC | 0.00% | — | 5,053,885 | $154.6M |
| JPMorgan Chase & Co. | 0.01% | Add +25.7% | 4,856,140 | $150.2M |
| Earnest Partners LLC | 0.57% | Reduce -2.1% | 4,523,741 | $138.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 3,266,276 | $100.0M |
| Westwood Holdings Group Inc. | 0.73% | Reduce -10.1% | 3,245,746 | $99.3M |
| Channing Capital Management, LLC | 2.34% | Add +4.6% | 2,981,160 | $91.2M |
| Bank of America Corp. | 0.01% | Reduce -1.4% | 2,321,339 | $71.0M |
| Sei Investments Co. | 0.06% | Reduce -0.3% | 2,292,487 | $70.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.5% | 2,246,863 | $68.8M |
| Two Sigma Investments, LP | 0.06% | Add +131.9% | 2,244,180 | $68.7M |
| Morgan Stanley | 0.00% | Add +94.3% | 2,223,500 | $68.0M |
| Deutsche Bank AG | 0.02% | Add +1080.9% | 1,756,410 | $53.7M |
| Principal Financial Group Inc. | 0.03% | Reduce -1.3% | 1,753,659 | $53.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.5% | 1,682,296 | $51.5M |
| GRS Advisors, LLC | 4.99% | Add +58.3% | 1,650,055 | $50.5M |
| Northern Trust Corp. | 0.01% | Add +5.0% | 1,606,360 | $49.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +36.1% | 1,460,146 | $44.7M |
| AQR Capital Management | 0.02% | Reduce -12.2% | 1,411,200 | $43.2M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 1,317,391 | $40.3M |
| Nuveen, LLC | 0.01% | Reduce -32.5% | 1,191,516 | $36.5M |
| Millennium Management | 0.02% | Add +288.1% | 1,012,564 | $31.0M |
| Wellington Management Group LLP | 0.01% | Add +12.4% | 972,565 | $29.8M |
| Fort Washington Investment Advisors Inc. | 0.16% | Reduce -5.0% | 966,850 | $29.6M |
| Frontier Capital Management Co. LLC | 0.28% | Reduce -4.2% | 903,876 | $27.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +0.1% | 824,800 | $25.2M |
| Ameriprise Financial Inc. | 0.01% | Add +2.3% | 813,459 | $24.9M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -22.2% | 744,887 | $22.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 734,867 | $22.5M |
| Invesco Ltd. | 0.00% | Reduce -6.9% | 714,979 | $21.9M |
| Legal & General Group Plc | 0.01% | Reduce -8.2% | 702,097 | $21.5M |
| New York State Common Retirement Fund | 0.03% | Add +6.4% | 692,103 | $21.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.0% | 685,610 | $21.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +783.4% | 637,872 | $19.5M |
| Leeward Investments, LLC - MA | 0.87% | Reduce -2.4% | 578,238 | $17.7M |
| Retirement Systems of Alabama | 0.06% | Add +0.5% | 574,996 | $17.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +14.4% | 545,818 | $16.7M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -72.3% | 526,169 | $16.1M |
| Natixis Advisors, LLC | 0.02% | Add +10.9% | 506,737 | $15.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.6% | 485,687 | $15.0M |
| Jones Financial Companies LLLP | 0.01% | Add +64979.9% | 481,591 | $14.7M |
| State of Tennessee, Department of Treasury | 0.05% | Add +23.0% | 456,070 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 455,649 | $13.9M |
| Jane Street Group, LLC | 0.01% | Add +77.1% | 441,376 | $13.5M |
| Alpha Wave Global, LP | 1.61% | New | 415,118 | $12.7M |
| Barclays PLC | 0.00% | Reduce -5.5% | 409,368 | $12.5M |
| Victory Capital Management Inc. | 0.01% | Add +8.2% | 393,787 | $12.0M |
| Rhumbline Advisers | 0.01% | Add +0.8% | 359,421 | $11.0M |
| Nordea Investment Management AB | 0.01% | Reduce -5.5% | 327,833 | $10.1M |
| Boothbay Fund Management, LLC | 0.24% | Add +21.2% | 326,631 | $10.0M |
| Voya Investment Management LLC | 0.01% | Add +19.3% | 322,518 | $9.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -7.7% | 316,764 | $9.7M |
| American Century Companies Inc. | 0.00% | Reduce -12.7% | 307,624 | $9.4M |
| Davis Selected Advisers | 0.04% | Add +1.5% | 299,200 | $9.2M |
| HSBC Holdings PLC | 0.00% | Add +35.7% | 266,785 | $8.2M |
| Kennedy Capital Management LLC | 0.17% | Reduce -1.6% | 259,233 | $7.9M |
| Renaissance Technologies | 0.01% | Add +81.3% | 253,900 | $7.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.6% | 250,155 | $7.7M |
| Citadel Advisors | 0.01% | Add +6.8% | 245,171 | $7.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +83.7% | 228,079 | $7.0M |
| UBS Group AG | 0.00% | Reduce -50.5% | 226,505 | $6.9M |
| Swiss National Bank | 0.00% | Add +0.6% | 224,000 | $6.9M |
| HRT Financial LP | 0.02% | Add +113.0% | 223,374 | $6.8M |
| Allianz Asset Management GmbH | 0.01% | Reduce -39.6% | 223,192 | $6.8M |
| FMR LLC | 0.00% | Reduce -84.7% | 222,822 | $6.8M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -1.3% | 222,017 | $6.8M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -12.1% | 220,381 | $6.7M |
| Wells Fargo & Company | 0.00% | Reduce -26.8% | 218,426 | $6.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -17.1% | 216,947 | $6.6M |
| Northwest & Ethical Investments L.P. | 0.13% | No change | 188,377 | $5.8M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -12.0% | 181,583 | $5.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +2.1% | 175,820 | $5.4M |
| Citigroup Inc. | 0.00% | Reduce -29.1% | 166,997 | $5.1M |
| Voloridge Investment Management, LLC | 0.02% | New | 152,764 | $4.7M |
| STRS Ohio | 0.02% | Reduce -26.7% | 145,200 | $4.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -9.2% | 144,028 | $4.4M |
| Easterly Investment Partners LLC | 0.33% | Reduce -53.1% | 140,663 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +28.5% | 137,228 | $4.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +17.3% | 137,222 | $4.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 131,198 | $4.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -57.3% | 123,849 | $3.8M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -1.1% | 123,575 | $3.8M |
| MetLife Investment Management, LLC | 0.02% | Add +0.8% | 119,301 | $3.7M |
| Bayhunt Capital LLC | 3.41% | New | 129,584 | $3.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 115,694 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.1% | 115,262 | $3.5M |
| CBRE Investment Management Listed Real Assets LLC | 0.05% | Reduce -89.4% | 107,503 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 104,235 | $3.2M |
| Federated Hermes, Inc. | 0.01% | Add +18.4% | 104,010 | $3.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +39.5% | 103,929 | $3.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 102,843 | $3.1M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -1.0% | 98,824 | $3.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -67.5% | 96,633 | $3.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.1% | 92,379 | $2.8M |
| Wedge Capital Management L L P | 0.05% | Reduce -5.6% | 89,190 | $2.7M |
| Brown Advisory Inc. | 0.00% | Reduce -0.0% | 79,742 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +21.9% | 79,592 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | No change | 73,686 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +38.9% | 73,572 | $2.3M |
| Amundi | 0.00% | Add +13.8% | 72,609 | $2.2M |
| Macquarie Group Ltd. | 0.01% | Add +2.1% | 71,994 | $2.2M |
| Boston Partners | 0.00% | Add +7.0% | 71,007 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.7% | 66,451 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -17.7% | 66,298 | $2.0M |
| Presima Securities ULC | 1.13% | No change | 65,602 | $2.0M |
| ExodusPoint Capital Management, LP | 0.02% | New | 64,366 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -20.4% | 62,493 | $1.9M |
| Jennison Associates LLC | 0.00% | Reduce -18.6% | 60,248 | $1.8M |
| Edgestream Partners, L.P. | 0.06% | New | 59,826 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | No change | 56,395 | $1.7M |
| CenterBook Partners LP | 0.09% | New | 56,380 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.3% | 54,084 | $1.7M |
| Centersquare Investment Management LLC | 0.02% | Reduce -8.8% | 52,000 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 51,349 | $1.6M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +4.5% | 50,131 | $1.5M |
| Amalgamated Bank | 0.01% | Add +2.7% | 48,871 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +30.6% | 48,349 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.2% | 46,131 | $1.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 45,215 | $1.4M |
| Daiwa Securities Group Inc. | 0.00% | Add +4.2% | 44,807 | $1.4M |
| Aberdeen Group plc | 0.00% | Reduce -3.7% | 44,503 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -37.3% | 43,948 | $1.3M |
| Entropy Technologies, LP | 0.06% | New | 43,789 | $1.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -7.9% | 43,293 | $1.3M |
| Passive Capital Management, LLC. | 0.39% | No change | 42,921 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 40,083 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +7.5% | 37,848 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 37,573 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 36,981 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -21.3% | 36,378 | $1.1M |
| Point72 Asset Management | 0.00% | New | 35,798 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -21.4% | 34,917 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +2.1% | 33,800 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Reduce -6.0% | 33,003 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Add +4.8% | 32,800 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 32,204 | $985K |
| Cerity Partners LLC | 0.00% | Add +10.7% | 31,633 | $968K |
| Arizona State Retirement System | 0.01% | Reduce -1.5% | 31,096 | $952K |
| Cwm, LLC | 0.00% | Reduce -12.4% | 30,625 | $937K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 30,214 | $925K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -1.1% | 29,872 | $914K |
| Scotia Capital Inc. | 0.00% | New | 29,794 | $912K |
| Squarepoint Ops LLC | 0.00% | Add +201.5% | 29,641 | $907K |
| Metis Global Partners, LLC | 0.02% | Add +10.8% | 29,599 | $906K |
| Bank of Montreal | 0.00% | Reduce -1.5% | 28,681 | $878K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +18.4% | 27,966 | $856K |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 27,878 | $853K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 26,964 | $848K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 27,481 | $841K |
| First Trust Advisors LP | 0.00% | Reduce -73.4% | 27,344 | $837K |
| State of Michigan Retirement System | 0.00% | Add +1.9% | 27,213 | $833K |
| Quantinno Capital Management LP | 0.00% | Add +32.0% | 26,364 | $807K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.6% | 26,325 | $806K |
| LPL Financial LLC | 0.00% | Reduce -39.9% | 26,303 | $805K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -7.9% | 25,920 | $793K |
| Intech Investment Management LLC | 0.01% | Reduce -39.7% | 25,469 | $779K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 25,309 | $774K |
| Westpac Banking Corp. | 0.05% | Reduce -0.3% | 24,788 | $759K |
| Evolve Private Wealth, LLC | 0.04% | Add +4.1% | 24,274 | $743K |
| Knights of Columbus Asset Advisors LLC | 0.04% | New | 23,469 | $718K |
| New Mexico Educational Retirement Board | 0.02% | No change | 23,300 | $713K |
| UniSuper Management Pty Ltd | 0.00% | No change | 23,200 | $710K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.7% | 23,198 | $710K |
| Erste Asset Management GmbH | 0.01% | New | 22,900 | $708K |
| Vident Advisory, LLC | 0.01% | Reduce -24.1% | 22,492 | $688K |
| Vestcor Inc | 0.02% | Reduce -76.1% | 22,291 | $682K |
| Horizon Investments, LLC | 0.01% | Add +745.5% | 21,771 | $666K |
| D. E. Shaw & Co. | 0.00% | Reduce -57.4% | 21,097 | $646K |
| ProShare Advisors LLC | 0.00% | Reduce -17.0% | 21,058 | $644K |
| Prudential Financial Inc. | 0.00% | Add +133.8% | 20,841 | $638K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +46.3% | 20,637 | $631K |
| Nomura Asset Management International Inc. | 0.00% | Reduce -25.4% | 20,049 | $613K |
| Allworth Financial LP | 0.00% | Reduce -12.3% | 19,696 | $603K |
| Groupe la Francaise | 0.01% | Reduce -6.0% | 19,691 | $603K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.4% | 18,614 | $584K |
| Creative Planning | 0.00% | Add +4.6% | 18,711 | $573K |
| IFM Investors Pty Ltd | 0.00% | Add +0.7% | 18,502 | $566K |
| HighTower Advisors, LLC | 0.00% | Add +23.2% | 18,168 | $556K |
| M&T Bank Corp | 0.00% | Reduce -22.6% | 17,991 | $551K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +3.8% | 17,797 | $545K |
| Pictet Asset Management Holding SA | 0.00% | Add +20.9% | 16,887 | $517K |
| Xponance LLC | 0.00% | Add +16.4% | 16,400 | $502K |
| Corient Private Wealth LP | 0.00% | Reduce -0.5% | 15,605 | $474K |
| Jump Financial, LLC | 0.01% | Add +10.6% | 15,500 | $474K |
| Atom Investors LP | 0.03% | New | 15,459 | $473K |
| Arkadios Wealth Advisors | 0.01% | Add +8.1% | 15,261 | $467K |
| FJ Capital Management LLC | 0.05% | New | 13,900 | $425K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 13,009 | $398K |
| Carnegie Lake Advisors LLC | 0.16% | New | 13,000 | $398K |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 12,784 | $391K |
| Swiss Life Asset Management Ltd | 0.00% | Add +16.9% | 12,660 | $387K |
| AlphaGrep UK Ltd | 0.11% | New | 12,618 | $386K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -33.1% | 12,435 | $380K |
| Blue Trust, Inc. | 0.00% | Add +1.0% | 12,304 | $376K |
| Spirit of America Management Corp. | 0.07% | No change | 12,000 | $367K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.1% | 11,911 | $364K |
| WINTON GROUP Ltd | 0.01% | New | 11,816 | $362K |
| Brooklyn Investment Group | 0.01% | Reduce -1.7% | 11,541 | $353K |
| Hantz Financial Services, Inc. | 0.00% | Add +8.3% | 10,052 | $308K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 9,994 | $306K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +64.9% | 9,721 | $297K |
| Bokf, NA | 0.00% | Add +4.0% | 9,610 | $294K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,532 | $292K |
| Ar Asset Management Inc. | 0.05% | No change | 9,100 | $278K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.8% | 9,005 | $276K |
| DNB Asset Management AS | 0.00% | New | 8,999 | $275K |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 8,975 | $275K |
| XTX Topco Ltd | 0.00% | Reduce -50.9% | 8,853 | $271K |
| Quadrant Capital Group LLC | 0.01% | No change | 8,649 | $265K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.3% | 8,500 | $260K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 8,376 | $256K |
| Securian Asset Management, Inc. | 0.01% | Add +1.6% | 8,327 | $255K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,902 | $242K |
| Bailard, Inc. | 0.01% | Reduce -54.6% | 7,896 | $242K |
| Vanderbilt University | 0.05% | New | 7,860 | $241K |
| Connable Office Inc. | 0.02% | Reduce -14.5% | 7,427 | $227K |
| HB Wealth Management, LLC | 0.00% | New | 7,404 | $227K |
| Ethic Inc. | 0.00% | New | 7,245 | $222K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -16.1% | 7,075 | $216K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,951 | $213K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -5.6% | 6,831 | $209K |
| EntryPoint Capital, LLC | 0.06% | Reduce -50.6% | 6,714 | $205K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -45.0% | 6,269 | $195K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -9.1% | 6,293 | $193K |
| Smartleaf Asset Management LLC | 0.01% | Add +6.1% | 5,979 | $185K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,622 | $141K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.8% | 4,081 | $125K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 4,000 | $122K |
| FIL Ltd | 0.00% | Add +19.1% | 3,945 | $121K |
| Toronto Dominion Bank | 0.00% | New | 3,909 | $120K |
| KBC Group NV | 0.00% | No change | 3,862 | $118K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.6% | 3,810 | $117K |
| Osaic Holdings, Inc. | 0.00% | Add +101.6% | 3,588 | $110K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,000 | $92K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.3% | 2,424 | $74K |
| GAMMA Investing LLC | 0.00% | Add +22.0% | 2,382 | $73K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.3% | 2,332 | $71K |
| US Bancorp \de | 0.00% | Add +55.9% | 2,301 | $70K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -9.1% | 1,707 | $52K |
| Heritage Wealth Advisors | 0.00% | No change | 1,600 | $49K |
| Financial Consulate, Inc. | 0.01% | No change | 1,347 | $41K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,224 | $37K |
| Essential Partners LLC | 0.01% | No change | 1,155 | $35K |
| Brookfield Corp | 0.00% | Add +46.1% | 992 | $30K |
| Parallel Advisors, LLC | 0.00% | Add +34.5% | 951 | $29K |
| Kemnay Advisory Services Inc. | 0.00% | Add +437.4% | 935 | $29K |
| Destiny Wealth Partners, LLC | 0.00% | New | 890 | $27K |
| Versant Capital Management, Inc | 0.00% | Add +11.5% | 835 | $26K |
| Rothschild Investment LLC | 0.00% | Add +3.9% | 835 | $26K |
| UMB Bank, n.a. | 0.00% | Add +7.7% | 807 | $25K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +65.3% | 747 | $23K |
| Bessemer Group Inc. | 0.00% | Reduce -13.9% | 719 | $22K |
| Optiver Holding B.V. | 0.00% | New | 637 | $19K |
| IFP Advisors, Inc | 0.00% | Reduce -0.5% | 630 | $19K |
| Parkside Financial Bank & Trust | 0.00% | No change | 579 | $18K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 530 | $16K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -50.2% | 501 | $15K |
| Valley National Advisers Inc. | 0.00% | No change | 500 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 467 | $14K |
| Bullock Wealth Management Group | 0.01% | Add +1.2% | 429 | $13K |
| Clearstead Trust, LLC | 0.00% | No change | 428 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 422 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 419 | $13K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 400 | $12K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 417 | $11K |
| Quantbot Technologies LP | 0.00% | Reduce -96.6% | 365 | $11K |
| Activest Wealth Management | 0.00% | Reduce -23.1% | 359 | $11K |
| Root Financial Partners, LLC | 0.00% | Add +3711.1% | 343 | $10K |
| Advisory Services Network, LLC | 0.00% | New | 341 | $10K |
| Arax Advisory Partners | 0.00% | Add +93.5% | 325 | $10K |
| Rossby Financial, LCC | 0.00% | Add +20.9% | 301 | $9K |
| LRI Investments, LLC | 0.00% | New | 296 | $9K |
| Costello Asset Management, INC | 0.00% | Add +1.0% | 294 | $9K |
| Princeton Global Asset Management LLC | 0.00% | No change | 275 | $8K |
| Mather Group, Llc. | 0.00% | New | 252 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 250 | $8K |
| Simplex Trading, LLC | 0.00% | Reduce -79.1% | 240 | $7K |
| Sapience Investments, LLC | 0.88% | Reduce -98.6% | 223 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 186 | $6K |
| WPG Advisers, LLC | 0.00% | Reduce -15.2% | 173 | $5K |
| Signaturefd, LLC | 0.00% | Add +9.7% | 169 | $5K |
| MAI Capital Management | 0.00% | Add +440.0% | 162 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.8% | 150 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 146 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +94.7% | 146 | $4K |
| Quent Capital, LLC | 0.00% | No change | 136 | $4K |
| MilWealth Group LLC | 0.00% | New | 112 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 102 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.0% | 100 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 95 | $3K |
| PFS Partners, LLC | 0.00% | Add +1.2% | 83 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -15.4% | 77 | $2K |
| Sachetta, LLC | 0.00% | New | 76 | $2K |
| 1 North Wealth Services LLC | 0.00% | No change | 70 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 51 | $2K |
| Kilter Group LLC | 0.00% | New | 42 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 39 | $1K |
| Spire Wealth Management | 0.00% | New | 39 | $1K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.9% | 38 | $1K |
| Elequin Capital, LP | 0.00% | Reduce -57.5% | 34 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 34 | $1K |
| TD Capital Management LLC | 0.00% | New | 33 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -51.5% | 32 | $980 |
| First Horizon Corp. | 0.00% | No change | 31 | $949 |
| Clearstead Advisors, LLC | 0.00% | Reduce -95.9% | 30 | $918 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.1% | 28 | $857 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 23 | $704 |
| Huntington National Bank | 0.00% | No change | 20 | $612 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 13 | $401 |
| Atlantic Union Bankshares Corp | 0.00% | New | 9 | $275 |
| Private Trust Co. NA | 0.00% | Reduce -96.3% | 9 | $275 |
| Silicon Valley Capital Partners | 0.00% | New | 8 | $245 |
| Dunhill Financial, LLC | 0.00% | No change | 6 | $188 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 6 | $184 |
| Private Wealth Management Group, LLC | 0.00% | No change | 5 | $153 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 3 | $92 |
| CoreCap Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $87 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 1 | $31 |
| Covestor Ltd | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is CDP's weight in each manager's 13F, not the share of Copt Defense Properties the manager owns.