Eastgroup PropertiesEGP
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 515 institutions reported holding Eastgroup Properties Inc. (EGP) in their 13F filings, up 17 from Q4 2025. 56 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($848.2M) and Cohen & Steers, Inc. ($678.8M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).
- Company
- Eastgroup Properties Inc.
- CUSIP
- 277276101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $54.9M |
| Exits | 36 | $75.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,801,051 shares bought and 2,670,888 shares sold, net +1,130,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| BlackRock, Inc. | 0.02% | Add +1.8% | 7,254,347 | $1.3B |
| Vanguard Portfolio Management LLC | 0.04% | — | 4,582,820 | $848.2M |
| Cohen & Steers, Inc. | 1.18% | Add +19.7% | 3,667,151 | $678.8M |
| State Street Corp. | 0.02% | Reduce -1.4% | 2,608,856 | $486.9M |
| Vanguard Capital Management LLC | 0.01% | — | 2,403,414 | $444.8M |
| Principal Financial Group Inc. | 0.23% | Add +1.1% | 2,328,714 | $431.0M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -1.2% | 1,626,562 | $301.1M |
| Boston Partners | 0.25% | Add +9.9% | 1,299,938 | $240.6M |
| Nuveen, LLC | 0.06% | Add +26.3% | 1,276,536 | $236.3M |
| Morgan Stanley | 0.01% | Reduce -7.3% | 1,143,563 | $211.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -3.0% | 1,118,852 | $207.1M |
| Daiwa Securities Group Inc. | 0.47% | Add +27.1% | 880,158 | $162.9M |
| Invesco Ltd. | 0.02% | Reduce -17.2% | 848,701 | $157.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.6% | 809,829 | $149.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.5% | 799,996 | $148.1M |
| CBRE Investment Management Listed Real Assets LLC | 2.18% | Add +11.3% | 791,418 | $146.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.6% | 726,162 | $133.2M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Reduce -0.7% | 701,539 | $129.8M |
| Raymond James Financial Inc. | 0.04% | Add +3.7% | 691,266 | $127.3M |
| Northern Trust Corp. | 0.01% | Add +2.0% | 542,200 | $100.4M |
| FMR LLC | 0.01% | Reduce -21.9% | 527,034 | $97.5M |
| Quantinno Capital Management LP | 0.15% | Add +38.8% | 501,286 | $92.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.4% | 468,366 | $86.7M |
| Deutsche Bank AG | 0.03% | Reduce -25.5% | 452,466 | $83.7M |
| Bank of America Corp. | 0.01% | Add +3.8% | 431,278 | $79.8M |
| Millennium Management | 0.06% | Add +141.2% | 390,995 | $72.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.6% | 388,395 | $71.9M |
| Alyeska Investment Group, L.P. | 0.20% | Reduce -33.5% | 376,746 | $69.7M |
| Earnest Partners LLC | 0.25% | Reduce -1.5% | 331,221 | $61.3M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 330,560 | $61.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +209.0% | 327,252 | $60.6M |
| Legal & General Group Plc | 0.01% | Reduce -7.9% | 290,939 | $53.8M |
| GW&K Investment Management, LLC | 0.47% | Reduce -0.8% | 285,455 | $52.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.09% | Reduce -3.6% | 279,298 | $51.7M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +2.8% | 272,324 | $50.4M |
| Brown Advisory Inc. | 0.08% | Reduce -20.4% | 270,555 | $50.1M |
| Eventide Asset Management, LLC | 0.72% | Reduce -0.2% | 235,730 | $43.6M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -19.1% | 206,470 | $38.2M |
| Wellington Management Group LLP | 0.01% | Add +3.6% | 201,392 | $37.3M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +139.2% | 200,000 | $37.0M |
| Schroder Investment Management Group | 0.03% | Add +0.6% | 203,001 | $36.9M |
| Sei Investments Co. | 0.03% | Add +88.7% | 198,795 | $36.8M |
| New York State Common Retirement Fund | 0.05% | Reduce -0.3% | 198,695 | $36.8M |
| American Century Companies Inc. | 0.02% | Add +708.2% | 198,672 | $36.8M |
| Hudson Bay Capital Management LP | 0.25% | Add +10.6% | 197,582 | $36.6M |
| UBS Group AG | 0.01% | Reduce -34.1% | 182,844 | $33.8M |
| Ceredex Value Advisors LLC | 1.05% | Reduce -13.1% | 180,525 | $33.4M |
| Palisade Capital Management, LP | 1.18% | Reduce -7.6% | 177,001 | $32.8M |
| Westwood Holdings Group Inc. | 0.24% | Add +1021.5% | 175,184 | $32.4M |
| Silvercrest Asset Management Group LLC | 0.23% | Add +1.2% | 168,746 | $31.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.9% | 156,837 | $29.0M |
| HSBC Holdings PLC | 0.02% | Add +20.2% | 156,264 | $28.9M |
| Marshall Wace, LLP | 0.03% | Add +12.9% | 155,490 | $28.8M |
| Rhumbline Advisers | 0.02% | Add +1.8% | 155,233 | $28.7M |
| Uniplan Investment Counsel, Inc. | 3.01% | Reduce -6.7% | 153,375 | $28.4M |
| Franklin Resources Inc. | 0.01% | Add +10.4% | 151,287 | $28.0M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -25.5% | 151,008 | $28.0M |
| State of Tennessee, Department of Treasury | 0.09% | Add +9.5% | 148,097 | $27.4M |
| STRS Ohio | 0.10% | Add +3.5% | 142,395 | $26.4M |
| Wells Fargo & Company | 0.01% | Reduce -1.2% | 141,878 | $26.3M |
| ProShare Advisors LLC | 0.04% | Add +6479.9% | 140,482 | $26.0M |
| Curi Capital, LLC | 0.44% | Reduce -1.2% | 133,065 | $24.8M |
| Gotham Asset Management | 0.07% | Add +121.5% | 125,160 | $23.2M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +0.3% | 118,303 | $21.9M |
| Handelsbanken Fonder AB | 0.07% | Reduce -40.9% | 117,758 | $21.8M |
| Gillson Capital LP | 1.74% | New | 114,542 | $21.2M |
| WCM Investment Management, LLC | 0.05% | Reduce -3.6% | 113,116 | $20.8M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -10.0% | 111,568 | $20.7M |
| Swiss National Bank | 0.01% | Add +0.3% | 105,487 | $19.5M |
| Ameriprise Financial Inc. | 0.00% | Add +25.6% | 103,777 | $19.2M |
| Corient Private Wealth LP | 0.03% | Add +240.6% | 100,543 | $18.5M |
| California Public Employees Retirement System | 0.01% | Add +2.9% | 93,961 | $17.4M |
| SG Americas Securities, LLC | 0.02% | Add +29.8% | 92,181 | $17.1M |
| FIL Ltd | 0.01% | Reduce -40.1% | 90,809 | $16.8M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -9.6% | 89,048 | $16.5M |
| Prudential Financial Inc. | 0.02% | Reduce -17.7% | 86,040 | $15.9M |
| Baron Capital (BAMCO) | 0.05% | No change | 84,614 | $15.7M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +2.6% | 84,249 | $15.6M |
| Centersquare Investment Management LLC | 0.16% | Reduce -80.3% | 83,041 | $15.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +11.1% | 79,672 | $14.7M |
| Hazelview Securities Inc. | 2.72% | Add +14.2% | 78,905 | $14.6M |
| Citigroup Inc. | 0.01% | Add +29.8% | 78,616 | $14.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -6.1% | 76,751 | $14.2M |
| Montanaro Asset Management Ltd | 4.19% | Add +58.8% | 75,600 | $14.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.7% | 73,942 | $13.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 74,982 | $13.4M |
| Allianz Asset Management GmbH | 0.02% | Add +41.3% | 72,114 | $13.3M |
| Creative Planning | 0.01% | Add +73.3% | 71,589 | $13.3M |
| Retirement Systems of Alabama | 0.04% | Add +2.1% | 65,276 | $12.1M |
| Pathstone Holdings, LLC | 0.05% | Reduce -2.0% | 65,246 | $12.1M |
| Two Sigma Investments, LP | 0.01% | Add +119.3% | 64,027 | $11.9M |
| California State Teachers Retirement System | 0.01% | Add +22.7% | 62,095 | $11.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +1.4% | 60,806 | $11.3M |
| Tidal Investments LLC | 0.03% | Add +22.9% | 59,884 | $11.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +3.3% | 59,774 | $11.1M |
| Aptus Capital Advisors, LLC | 0.09% | Add +1.0% | 55,643 | $10.3M |
| Davis Selected Advisers | 0.04% | Add +1.4% | 52,370 | $9.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.2% | 51,919 | $9.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +5.0% | 50,633 | $9.4M |
| Channing Capital Management, LLC | 0.23% | Add +9.5% | 48,841 | $9.0M |
| Vanguard Investments Australia, Ltd. | 0.03% | — | 48,626 | $9.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 48,002 | $8.9M |
| Adelante Capital Management LLC | 0.60% | Reduce -30.3% | 47,333 | $8.8M |
| Chilton Capital Management LLC | 0.30% | New | 46,080 | $8.6M |
| MetLife Investment Management, LLC | 0.04% | Reduce -15.3% | 45,148 | $8.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -11.0% | 44,317 | $8.2M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 44,023 | $8.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.5% | 43,412 | $8.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +3.6% | 43,354 | $8.0M |
| Heartland Advisors Inc. | 0.40% | Add +0.4% | 42,887 | $7.9M |
| Sophron Capital Management L.P. | 2.30% | Add +10.5% | 42,127 | $7.8M |
| AQR Capital Management | 0.00% | Add +13.1% | 41,198 | $7.5M |
| Emerald Investment Advisers, LLC | 0.64% | — | 38,589 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 37,848 | $7.0M |
| Bar Harbor Wealth Management | 0.41% | Add +1.8% | 37,713 | $7.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +21.9% | 37,413 | $6.9M |
| Trustmark Bank Trust Department | 0.44% | Reduce -0.1% | 36,917 | $6.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.9% | 34,204 | $6.3M |
| Barclays PLC | 0.00% | Reduce -36.5% | 33,970 | $6.3M |
| Van Eck Associates Corp. | 0.00% | Add +14.3% | 33,497 | $6.2M |
| Macquarie Group Ltd. | 0.04% | Add +11.8% | 32,058 | $5.9M |
| Pacer Advisors, Inc. | 0.02% | Reduce -1.6% | 31,794 | $5.9M |
| State of Alaska, Department of Revenue | 0.06% | Add +0.7% | 31,700 | $5.9M |
| Amundi | 0.00% | Add +3.6% | 29,393 | $5.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 27,886 | $5.2M |
| Verition Fund Management LLC | 0.05% | Reduce -62.7% | 28,205 | $5.2M |
| Trillium Asset Management, LLC | 0.17% | Reduce -8.4% | 25,364 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Add +0.7% | 26,571 | $4.9M |
| Pinebridge Investments LLC | 0.04% | Reduce -13.8% | 26,449 | $4.9M |
| LPL Financial LLC | 0.00% | Add +14.5% | 25,946 | $4.8M |
| Sandler Capital Management | 3.23% | Add +6.4% | 25,723 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.1% | 25,424 | $4.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.05% | Add +3046.3% | 25,359 | $4.7M |
| Lighthouse Investment Partners, LLC | 0.17% | Add +5.3% | 25,190 | $4.7M |
| Natixis Advisors, LLC | 0.01% | Add +26.1% | 24,134 | $4.5M |
| Amalgamated Bank | 0.03% | Add +3.0% | 24,028 | $4.4M |
| Castellan Group | 0.61% | Add +10.1% | 23,923 | $4.4M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +5.7% | 23,611 | $4.3M |
| First Trust Advisors LP | 0.00% | Add +79.4% | 23,160 | $4.3M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +1.0% | 22,999 | $4.3M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 22,665 | $4.2M |
| SummitTX Capital, L.P. | 0.13% | Add +28.3% | 21,577 | $4.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 21,471 | $4.0M |
| Advisors Asset Management, Inc. | 0.07% | Add +17.3% | 21,162 | $3.9M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 20,533 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -8.0% | 20,404 | $3.8M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Add +25.6% | 20,294 | $3.8M |
| Focus Partners Wealth | 0.00% | Reduce -15.6% | 15,564 | $3.7M |
| Magnolia Capital Advisors LLC | 0.69% | Add +11.8% | 19,044 | $3.5M |
| Aberdeen Group plc | 0.01% | Reduce -2.6% | 18,636 | $3.4M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 18,531 | $3.4M |
| Sterling Capital Management LLC | 0.06% | Reduce -11.8% | 18,317 | $3.4M |
| BankPlus Trust Department | 0.90% | Add +50.7% | 18,176 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -1.4% | 17,746 | $3.3M |
| Taproot Management LP | 0.62% | Reduce -43.0% | 17,681 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.5% | 17,409 | $3.2M |
| Man Group plc | 0.01% | New | 16,995 | $3.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -15.5% | 16,729 | $3.1M |
| Bayhunt Capital LLC | 2.96% | Reduce -50.4% | 17,519 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 16,544 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 16,426 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +24.1% | 15,809 | $2.9M |
| Louisiana State Employees Retirement System | 0.05% | Add +4.8% | 15,400 | $2.9M |
| Arizona State Retirement System | 0.02% | Reduce -0.9% | 14,657 | $2.7M |
| Edgestream Partners, L.P. | 0.09% | Reduce -64.7% | 14,457 | $2.7M |
| Westpac Banking Corp. | 0.18% | Add +1.4% | 14,110 | $2.6M |
| Summit Trail Advisors, LLC | 0.04% | Add +34.7% | 14,061 | $2.6M |
| Metis Global Partners, LLC | 0.06% | Add +10.7% | 13,949 | $2.6M |
| State of Michigan Retirement System | 0.01% | Add +1.6% | 12,827 | $2.4M |
| M&T Bank Corp | 0.01% | Add +0.4% | 12,650 | $2.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,559 | $2.3M |
| Sound Financial Strategies Group, LLC | 1.59% | No change | 12,551 | $2.3M |
| New Age Alpha Advisors, LLC | 0.11% | Add +2.4% | 12,399 | $2.3M |
| Bridges Investment Management Inc. | 0.03% | Add +14.5% | 12,395 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +7.9% | 12,300 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +3056.8% | 12,280 | $2.2M |
| Captrust Financial Advisors | 0.00% | Reduce -7.6% | 12,152 | $2.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 12,124 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 11,928 | $2.2M |
| XTX Topco Ltd | 0.04% | Add +436.0% | 11,872 | $2.2M |
| Hilton Capital Management, LLC | 0.16% | New | 11,769 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 11,708 | $2.2M |
| Holocene Advisors, LP | 0.01% | Reduce -18.7% | 11,623 | $2.2M |
| New Mexico Educational Retirement Board | 0.06% | Add +12.0% | 11,200 | $2.1M |
| Guggenheim Capital LLC | 0.02% | Reduce -29.1% | 11,145 | $2.1M |
| UniSuper Management Pty Ltd | 0.01% | Add +0.9% | 11,000 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.8% | 10,910 | $2.0M |
| Knights of Columbus Asset Advisors LLC | 0.11% | No change | 10,537 | $2.0M |
| Vestcor Inc | 0.05% | Add +29.0% | 10,504 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Add +10.4% | 10,172 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +7.0% | 9,650 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -24.3% | 9,650 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +13.4% | 9,563 | $1.8M |
| TD Asset Management Inc | 0.00% | No change | 9,556 | $1.8M |
| NEOS Investment Management LLC | 0.01% | Add +36.9% | 9,517 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -23.3% | 9,330 | $1.7M |
| DigitalBridge Group, Inc. | 0.10% | Add +4.8% | 8,800 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.1% | 8,799 | $1.6M |
| IFM Investors Pty Ltd | 0.01% | New | 8,705 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -25.9% | 8,600 | $1.6M |
| Caprock Group, LLC | 0.04% | Add +7.5% | 8,520 | $1.6M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.9% | 8,517 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Add +5.7% | 8,358 | $1.5M |
| Duncan Williams Asset Management, LLC | 0.43% | No change | 8,300 | $1.5M |
| Allstate Corp. | 0.02% | New | 8,197 | $1.5M |
| Ausbil Investment Management Ltd | 0.75% | Add +15.8% | 8,066 | $1.5M |
| First National Bank of Omaha | 0.05% | Reduce -0.4% | 8,139 | $1.5M |
| Horst & Graben Wealth Management LLC | 0.21% | Add +13.5% | 7,526 | $1.5M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.77% | No change | 8,000 | $1.5M |
| FJ Capital Management LLC | 0.17% | Add +65.6% | 7,930 | $1.5M |
| Bank of Montreal | 0.00% | Add +3.8% | 7,866 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.1% | 7,767 | $1.4M |
| Hardin Capital Partners, LLC | 0.67% | No change | 7,755 | $1.4M |
| Convergence Investment Partners, LLC | 0.23% | Add +13.2% | 7,594 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +15.7% | 7,549 | $1.4M |
| VARCOV Co. | 0.51% | New | 7,453 | $1.4M |
| Paralel Advisors LLC | 0.06% | No change | 7,395 | $1.4M |
| Erste Asset Management GmbH | 0.01% | New | 7,400 | $1.4M |
| Westover Capital Advisors, LLC | 0.24% | Add +10.0% | 7,160 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Add +19.0% | 7,059 | $1.3M |
| &partners | 0.01% | Add +5.1% | 7,063 | $1.3M |
| Inscription Capital, LLC | 0.13% | Reduce -1.1% | 6,917 | $1.3M |
| Exchange Traded Concepts, LLC | 0.01% | Add +220.9% | 6,800 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 6,734 | $1.2M |
| Duff & Phelps Investment Management Co. | 0.01% | Add +15.6% | 6,615 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -6.5% | 6,597 | $1.2M |
| Xponance LLC | 0.01% | Add +31.2% | 6,481 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -6.1% | 6,403 | $1.2M |
| L. Roy Papp & Associates, LLP | 0.14% | No change | 6,378 | $1.2M |
| Aurora Investment Counsel | 0.61% | Reduce -22.4% | 5,903 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 5,882 | $1.1M |
| Moran Wealth Management, LLC | 0.03% | Reduce -18.3% | 5,768 | $1.1M |
| Worldquant Millennium Advisors LLC | 0.00% | Add +2.7% | 5,668 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +98.0% | 5,648 | $1.0M |
| Quadrant Capital Group LLC | 0.03% | Add +4.4% | 5,268 | $975K |
| Syon Capital LLC | 0.05% | Reduce -1.0% | 5,255 | $973K |
| Schnieders Capital Management, Llc. | 0.15% | Reduce -12.4% | 5,017 | $929K |
| MML Investors Services, LLC | 0.00% | Reduce -8.1% | 5,014 | $928K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.8% | 4,940 | $914K |
| Arbor Capital Management Inc. | 0.74% | Reduce -2.6% | 4,821 | $913K |
| Trivant Custom Portfolio Group, LLC | 0.50% | Reduce -0.2% | 4,925 | $912K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.7% | 4,880 | $903K |
| F/m Investments LLC | 0.06% | Reduce -89.1% | 4,801 | $889K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.3% | 4,745 | $878K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.0% | 4,653 | $877K |
| Chicago Partners Investment Group LLC | 0.02% | Add +20.2% | 4,344 | $873K |
| United Capital Financial Advisors, LLC | 0.01% | Add +32.4% | 4,626 | $856K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.9% | 4,587 | $849K |
| Nomura Asset Management International Inc. | 0.00% | Add +206.8% | 4,577 | $847K |
| HighTower Advisors, LLC | 0.00% | Add +11.0% | 4,573 | $847K |
| Voya Investment Management LLC | 0.00% | Reduce -1.9% | 4,520 | $837K |
| Entropy Technologies, LP | 0.04% | Add +108.8% | 4,484 | $830K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,441 | $822K |
| First Citizens Bank & Trust Co. | 0.02% | Add +0.6% | 4,347 | $805K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.6% | 4,288 | $794K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,257 | $788K |
| AE Wealth Management LLC | 0.00% | Reduce -97.9% | 4,114 | $761K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.2% | 4,092 | $757K |
| Carret Asset Management, LLC | 0.07% | No change | 3,999 | $740K |
| Vident Advisory, LLC | 0.01% | Reduce -24.6% | 3,979 | $737K |
| Securian Asset Management, Inc. | 0.03% | Add +2.6% | 3,945 | $730K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +71.3% | 3,924 | $726K |
| US Bancorp \de | 0.00% | Reduce -8.4% | 3,913 | $724K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +3.3% | 3,896 | $721K |
| Huntington National Bank | 0.01% | Add +997.7% | 3,864 | $715K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -14.5% | 3,841 | $711K |
| Tributary Capital Management, LLC | 0.07% | Add +1.0% | 3,790 | $701K |
| Park Avenue Securities LLC | 0.01% | Add +32.5% | 3,788 | $701K |
| Baker Avenue Asset Management, LP | 0.02% | Add +13.3% | 3,723 | $689K |
| Osaic Holdings, Inc. | 0.00% | Add +14.8% | 3,712 | $688K |
| Ethic Inc. | 0.01% | Add +119.9% | 3,642 | $674K |
| waypoint wealth counsel | 0.34% | Reduce -3.2% | 3,591 | $665K |
| DRW Securities, LLC | 0.04% | New | 3,579 | $662K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +18.5% | 3,542 | $656K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 3,476 | $643K |
| Certuity, LLC | 0.04% | Add +48.7% | 3,443 | $637K |
| New Perspectives, Inc | 0.22% | No change | 3,434 | $636K |
| Cambria Investment Management, L.P. | 0.04% | Reduce -2.1% | 3,422 | $633K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,347 | $619K |
| Allen Investment Management, LLC | 0.01% | No change | 3,325 | $615K |
| Kera Capital Partners, Inc. | 0.07% | Add +4.7% | 3,268 | $605K |
| Swiss Life Asset Management Ltd | 0.00% | Add +30.8% | 3,246 | $601K |
| HUB Investment Partners, LLC | 0.01% | Add +72.7% | 3,234 | $599K |
| Apollon Financial, LLC | 0.08% | No change | 3,206 | $593K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,200 | $592K |
| Mission Wealth Management, LP | 0.01% | No change | 3,132 | $580K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -19.2% | 3,113 | $576K |
| DNB Asset Management AS | 0.00% | New | 3,053 | $565K |
| LDR Capital Management LLC | 1.09% | No change | 3,026 | $560K |
| OneAscent Investment Solutions LLC | 0.55% | Reduce -2.5% | 2,991 | $554K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +0.5% | 2,853 | $528K |
| Utah Retirement Systems | 0.01% | Add +2.0% | 2,812 | $520K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.0% | 2,802 | $519K |
| Brooklyn Investment Group | 0.02% | Add +55.8% | 2,796 | $517K |
| DoubleLine ETF Adviser LP | 0.19% | Reduce -19.9% | 2,758 | $510K |
| PDS Planning, Inc | 0.03% | No change | 2,749 | $509K |
| Aew Capital Management L P | 0.04% | Add +343.5% | 2,661 | $493K |
| Fifth Third Bancorp | 0.00% | Add +3.9% | 2,612 | $483K |
| Lecap Asset Management Ltd. | 0.18% | New | 2,573 | $476K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,534 | $469K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 2,500 | $467K |
| Hantz Financial Services, Inc. | 0.01% | Add +55.7% | 2,517 | $466K |
| Blair William & Co. | 0.00% | New | 2,507 | $464K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.1% | 2,502 | $463K |
| Ingalls & Snyder LLC | 0.02% | No change | 2,500 | $463K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.2% | 2,493 | $461K |
| Versant Capital Management, Inc | 0.05% | Add +74.3% | 2,486 | $460K |
| Founders Financial Alliance, LLC | 0.08% | No change | 2,461 | $456K |
| Azzad Asset Management Inc. | 0.05% | Add +0.9% | 2,446 | $453K |
| Inspire Investing, LLC | 0.03% | Add +29787.5% | 2,391 | $443K |
| Norinchukin Bank, The | 0.01% | Reduce -3.2% | 2,359 | $437K |
| Enclave Advisors LLC | 0.06% | Reduce -48.9% | 2,345 | $434K |
| Focused Alpha, LLC | 0.13% | Add +7.7% | 2,317 | $429K |
| Choreo, LLC | 0.01% | Add +7.7% | 2,269 | $423K |
| GAMCO Investors | 0.00% | Add +0.4% | 2,274 | $421K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.4% | 2,251 | $417K |
| Abel Hall, LLC | 0.09% | Reduce -32.6% | 2,245 | $416K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.4% | 2,197 | $407K |
| UMB Bank, n.a. | 0.01% | Add +1.7% | 2,185 | $404K |
| NewEdge Wealth, LLC | 0.00% | Reduce -33.1% | 2,119 | $392K |
| Cwm, LLC | 0.00% | Add +8.6% | 2,097 | $388K |
| First National Advisers, LLC | 0.06% | Reduce -2.4% | 2,035 | $377K |
| AlphaCore Capital LLC | 0.01% | Reduce -18.1% | 2,015 | $376K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -27.3% | 2,026 | $375K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.9% | 2,016 | $373K |
| Coldstream Capital Management Inc. | 0.00% | Add +48.6% | 2,014 | $373K |
| Resolute Wealth Strategies, LLC | 0.16% | Add +0.9% | 2,014 | $373K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,011 | $372K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.4% | 1,991 | $371K |
| Diversified Trust Co. | 0.01% | Add +0.7% | 1,994 | $369K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,971 | $365K |
| Keybank National Association | 0.00% | Reduce -11.0% | 1,925 | $356K |
| Optas, LLC | 0.05% | Add +9.8% | 1,916 | $355K |
| Regions Financial Corp. | 0.00% | Reduce -1.4% | 1,890 | $350K |
| Quadrature Capital Ltd | 0.00% | New | 1,877 | $347K |
| Aster Capital Management (DIFC) Ltd | 0.11% | New | 1,962 | $346K |
| Ramirez Asset Management, Inc. | 0.04% | No change | 1,834 | $339K |
| Graham Capital Management, L.P. | 0.02% | Add +21.6% | 1,807 | $334K |
| Shelton Capital Management | 0.01% | No change | 1,774 | $328K |
| HB Wealth Management, LLC | 0.00% | Add +9.6% | 1,761 | $326K |
| First American Trust, FSB | 0.02% | Add +0.1% | 1,758 | $325K |
| Spirit of America Management Corp. | 0.06% | New | 1,750 | $324K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.2% | 1,721 | $319K |
| Trust Point Inc. | 0.03% | Reduce -4.2% | 1,721 | $319K |
| World Investment Advisors | 0.01% | Add +0.3% | 1,710 | $317K |
| Legacy Wealth Management, LLC / MS | 0.09% | Add +0.9% | 1,651 | $306K |
| CIBC Asset Management Inc | 0.00% | No change | 1,644 | $304K |
| BankPlus Wealth Management LLC | 0.16% | New | 1,638 | $303K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,637 | $303K |
| Canada Pension Plan Investment Board | 0.00% | Add +23.1% | 1,600 | $296K |
| Perpetual Ltd | 0.00% | New | 1,560 | $289K |
| Ballentine Partners, LLC | 0.00% | Add +17.3% | 1,555 | $288K |
| North Dakota State Investment Board | 0.01% | Reduce -16.6% | 1,547 | $286K |
| D.A. Davidson & Co. | 0.00% | No change | 1,536 | $284K |
| Hunter Perkins Capital Management, LLC | 0.07% | New | 1,520 | $284K |
| Praxis Investment Management Inc. | 0.02% | New | 1,531 | $283K |
| Callan Family Office, LLC | 0.01% | Reduce -3.0% | 1,529 | $283K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.1% | 1,520 | $281K |
| KBC Group NV | 0.00% | No change | 1,508 | $279K |
| Waverly Advisors, LLC | 0.00% | New | 1,492 | $276K |
| OneAscent Financial Services LLC | 0.01% | Add +3.4% | 1,466 | $271K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,455 | $269K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 1,448 | $268K |
| Altar Rock LLC | 0.31% | Add +11.3% | 1,433 | $267K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.5% | 1,432 | $265K |
| Phillips Wealth Planners LLC | 0.20% | Add +0.3% | 1,298 | $265K |
| Renaissance Group LLC | 0.01% | Reduce -1.3% | 1,418 | $262K |
| Fulton Bank, N.A. | 0.01% | New | 1,386 | $257K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 1,378 | $255K |
| OneAscent Wealth Management LLC | 0.08% | Reduce -22.9% | 1,361 | $252K |
| GoalVest Advisory LLC | 0.05% | No change | 1,350 | $250K |
| Oxbow Advisors, LLC | 0.02% | No change | 1,350 | $250K |
| Copeland Capital Management, LLC | 0.01% | Reduce -2.1% | 1,327 | $246K |
| Northeast Investment Management | 0.01% | No change | 1,300 | $241K |
| HM Payson & Co. | 0.00% | No change | 1,300 | $241K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -12.3% | 1,286 | $238K |
| Safe Harbor Family Capital, LLC | 0.18% | New | 1,264 | $234K |
| Gross & Hartman Investments LLC | 0.12% | New | 1,264 | $234K |
| Element Wealth, LLC | 0.10% | No change | 1,250 | $231K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +0.5% | 1,228 | $227K |
| Merit Financial Group, LLC | 0.00% | Reduce -1.3% | 1,218 | $226K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -14.4% | 1,205 | $223K |
| Profund Advisors LLC | 0.01% | Add +3.9% | 1,192 | $221K |
| Stephens Inc. | 0.00% | Reduce -12.9% | 1,189 | $220K |
| Frec Markets, Inc. | 0.04% | New | 1,184 | $219K |
| Savant Capital, LLC | 0.00% | New | 1,180 | $218K |
| Horizon Investments, LLC | 0.00% | Reduce -89.6% | 1,167 | $216K |
| Leo Wealth, LLC | 0.02% | New | 1,164 | $216K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 1,059 | $214K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +29.1% | 1,158 | $214K |
| Reynders McVeigh Capital Management, LLC | 0.01% | No change | 1,150 | $213K |
| Platform Technology Partners | 0.04% | New | 1,135 | $210K |
| Hancock Whitney Corp. | 0.00% | New | 1,042 | $210K |
| First Eagle Investment Management, LLC | 0.00% | Add +34.7% | 1,129 | $209K |
| Mgo One Seven LLC | 0.00% | New | 1,123 | $208K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 1,120 | $207K |
| Peddock Capital Advisors, LLC | 0.04% | New | 1,091 | $202K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,089 | $202K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,086 | $201K |
| American Capital Advisory, LLC | 0.08% | No change | 1,037 | $192K |
| Parallel Advisors, LLC | 0.00% | Add +42.0% | 990 | $183K |
| GAMMA Investing LLC | 0.01% | Add +29.9% | 938 | $174K |
| Barrett & Company, Inc. | 0.05% | No change | 850 | $157K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.0% | 848 | $157K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.6% | 808 | $150K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -37.1% | 776 | $144K |
| Montag A & Associates Inc. | 0.01% | No change | 690 | $129K |
| Clearstead Advisors, LLC | 0.00% | Add +161.5% | 680 | $126K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.2% | 639 | $120K |
| Assetmark, Inc. | 0.00% | Add +21.8% | 598 | $111K |
| Hilltop National Bank | 0.03% | Add +3.5% | 594 | $110K |
| Freestone Grove Partners LP | 0.00% | New | 589 | $109K |
| Signaturefd, LLC | 0.00% | Add +70.0% | 578 | $107K |
| NFJ Investment Group, LLC | 0.00% | Reduce -75.5% | 563 | $104K |
| Citizens National Bank Trust Department | 0.02% | No change | 521 | $96K |
| Larson Financial Group LLC | 0.00% | Add +87.8% | 494 | $91K |
| Covestor Ltd | 0.06% | Reduce -53.7% | 483 | $89K |
| Creative Financial Designs Inc. | 0.01% | No change | 475 | $88K |
| NewEdge Advisors, LLC | 0.00% | Add +3.5% | 471 | $87K |
| Fulcrum Asset Management LLP | 0.01% | No change | 434 | $80K |
| Capital Analysts, LLC | 0.00% | Reduce -2.9% | 398 | $74K |
| Bessemer Group Inc. | 0.00% | Add +6.4% | 400 | $73K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 345 | $64K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -93.1% | 322 | $60K |
| Ancora Advisors LLC | 0.00% | Add +33.5% | 319 | $59K |
| Global X Japan Co., Ltd. | 0.00% | Add +6.0% | 300 | $56K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 300 | $56K |
| Smithfield Trust Co | 0.00% | No change | 298 | $55K |
| SJS Investment Consulting Inc. | 0.01% | No change | 268 | $50K |
| Delta Asset Management LLC | 0.00% | No change | 250 | $46K |
| Canton Hathaway, LLC | 0.01% | No change | 250 | $46K |
| Avalon Trust Co | 0.00% | New | 249 | $46K |
| Harbour Investments, Inc. | 0.00% | Add +2370.0% | 247 | $46K |
| Elevation Wealth Partners, LLC | 0.02% | Add +6.3% | 235 | $43K |
| Spire Wealth Management | 0.00% | Reduce -3.8% | 226 | $42K |
| Los Angeles Capital Management LLC | 0.00% | New | 223 | $41K |
| Glen Eagle Advisors, LLC | 0.01% | Add +96.3% | 212 | $39K |
| Mather Group, Llc. | 0.00% | New | 209 | $39K |
| State of Wyoming | 0.00% | Reduce -2.8% | 206 | $38K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 200 | $37K |
| Smartleaf Asset Management LLC | 0.00% | Add +26.8% | 199 | $37K |
| True Wealth Design, LLC | 0.01% | Add +12.6% | 188 | $35K |
| Parkside Financial Bank & Trust | 0.00% | No change | 178 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 168 | $31K |
| Wellington-Altus USA Inc. | 0.02% | Reduce -9.3% | 136 | $28K |
| V-Square Quantitative Management LLC | 0.00% | No change | 123 | $23K |
| Blue Trust, Inc. | 0.00% | Reduce -61.0% | 114 | $21K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.9% | 102 | $19K |
| Essential Partners LLC | 0.01% | No change | 98 | $18K |
| Whittier Trust Co. | 0.00% | No change | 94 | $18K |
| IAG Wealth Partners, LLC | 0.00% | No change | 95 | $18K |
| Financial Life Planners | 0.01% | New | 95 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -14.0% | 80 | $15K |
| MAI Capital Management | 0.00% | No change | 81 | $15K |
| Peregrine Capital Management LLC | 0.00% | No change | 80 | $15K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +238.1% | 71 | $13K |
| CX Institutional | 0.00% | Add +1280.0% | 69 | $13K |
| MTM Investment Management, LLC | 0.00% | No change | 65 | $12K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -4.5% | 64 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 63 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.8% | 57 | $11K |
| WPG Advisers, LLC | 0.01% | Reduce -17.6% | 56 | $10K |
| Dogwood Wealth Management LLC | 0.00% | Add +13.0% | 52 | $10K |
| Bell Investment Advisors, Inc | 0.00% | No change | 52 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +17.1% | 48 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.4% | 47 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | New | 43 | $8K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 39 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 34 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.5% | 30 | $6K |
| Bayforest Capital Ltd | 0.01% | New | 28 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 26 | $5K |
| Lanark Financial, Inc. | 0.00% | Add +4.0% | 26 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +26.3% | 24 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +26.3% | 24 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 22 | $4K |
| Albion Financial Group | 0.00% | Add +37.5% | 22 | $4K |
| JDM Financial Group LLC | 0.00% | New | 20 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 19 | $4K |
| Quent Capital, LLC | 0.00% | Reduce -34.5% | 19 | $4K |
| Marquette Asset Management, LLC | 0.00% | Add +300.0% | 16 | $3K |
| Richardson Capital Management LLC | 0.00% | New | 16 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -99.3% | 16 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -96.5% | 15 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 14 | $3K |
| Rossby Financial, LCC | 0.00% | Add +550.0% | 13 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 13 | $2K |
| PlanVest Financial, Inc | 0.00% | — | 12 | $2K |
| Root Financial Partners, LLC | 0.00% | No change | 11 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 9 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 9 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 9 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 8 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 7 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +75.0% | 7 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 6 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 6 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 6 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -81.3% | 6 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 4 | $1K |
| Silicon Valley Capital Partners | 0.00% | New | 5 | $925 |
| Quaker Wealth Management, LLC | 0.00% | No change | 4 | $741 |
| Key Capital Management, INC | 0.00% | No change | 4 | $740 |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $560 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 3 | $555 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $555 |
| SHP Wealth Management | 0.00% | New | 3 | $555 |
| Dunhill Financial, LLC | 0.00% | Reduce -33.3% | 2 | $511 |
| Abound Wealth Management | 0.00% | No change | 2 | $398 |
| Triumph Capital Management | 0.00% | No change | 2 | $373 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $370 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 2 | $370 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $186 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $186 |
| Signature Equity Partners, LLC | 0.00% | New | 1 | $185 |
"% of holder's portfolio" is EGP's weight in each manager's 13F, not the share of Eastgroup Properties Inc. the manager owns.