Federal Realty Invs TrustFRT
13F holders, Q4 2025 (December 31)525holders +17
62new positions
53sold out
5famous investors
$100.76avg. 13F price*
At the end of Q4 2025, 525 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings, up 17 from Q3 2025. 62 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($874.5M) and Norges Bank ($734.3M). 5 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Federal Realty Invs Trust
- Sector
- Real Estate
- CUSIP
- 313745101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $98.7M |
| Exits | 53 | $59.4M |
All 13F filers, Q3 2025 → Q4 2025: 5,992,784 shares bought and 5,231,672 shares sold, net +761,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.1% | 13,227,980 | $1.3B |
| BlackRock, Inc. | 0.01% | Add +3.9% | 8,675,722 | $874.5M |
| Norges Bank | 0.08% | — | 7,284,627 | $734.3M |
| State Street Corp. | 0.02% | Reduce -1.6% | 6,564,601 | $661.7M |
| Resolution Capital Ltd | 7.36% | Add +4.5% | 3,304,051 | $333.0M |
| Invesco Ltd. | 0.03% | Add +2.7% | 2,732,796 | $275.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 2,198,241 | $221.2M |
| AQR Capital Management | 0.10% | Add +116.3% | 1,820,547 | $183.5M |
| ProShare Advisors LLC | 0.28% | Reduce -10.9% | 1,601,239 | $161.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.1% | 1,427,382 | $143.9M |
| Rush Island Management, LP | 8.09% | Reduce -2.0% | 1,285,095 | $129.5M |
| Northern Trust Corp. | 0.02% | Reduce -9.3% | 1,231,385 | $124.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.9% | 1,230,892 | $124.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.7% | 1,123,944 | $113.3M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -30.2% | 1,097,323 | $110.6M |
| FMR LLC | 0.01% | Add +102.6% | 1,084,849 | $109.4M |
| PGGM Investments | 1.64% | Reduce -4.2% | 1,026,327 | $103.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.7% | 902,209 | $90.9M |
| Wells Fargo & Company | 0.02% | Reduce -7.1% | 870,632 | $87.8M |
| Morgan Stanley | 0.01% | Reduce -3.5% | 841,812 | $84.9M |
| Legal & General Group Plc | 0.02% | Add +10.9% | 797,561 | $80.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.8% | 683,795 | $68.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.8% | 611,033 | $61.6M |
| Centersquare Investment Management LLC | 0.60% | Reduce -52.2% | 607,641 | $61.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.7% | 577,921 | $58.3M |
| Vest Financial, LLC | 0.62% | Reduce -15.6% | 488,385 | $49.2M |
| Woodline Partners LP | 0.19% | Add +27.1% | 485,431 | $48.9M |
| Nomura Asset Management Co. Ltd. | 0.12% | Reduce -8.4% | 480,220 | $48.4M |
| Millennium Management | 0.04% | Add +2463.5% | 477,038 | $48.1M |
| Alyeska Investment Group, L.P. | 0.13% | New | 460,464 | $46.4M |
| Marshall Wace, LLP | 0.04% | Add +6.0% | 437,422 | $44.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +11.1% | 436,018 | $44.0M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +10.6% | 429,129 | $43.3M |
| Janus Henderson Group PLC | 0.02% | Reduce -3.9% | 403,072 | $40.6M |
| UBS Group AG | 0.01% | Add +23.3% | 382,183 | $38.5M |
| Victory Capital Management Inc. | 0.02% | Reduce -1.3% | 370,994 | $37.4M |
| HSBC Holdings PLC | 0.02% | Reduce -48.0% | 366,769 | $37.0M |
| Lasalle Investment Management Securities LLC | 1.45% | Add +29.4% | 358,931 | $36.2M |
| Deutsche Bank AG | 0.01% | Add +4.9% | 352,564 | $35.5M |
| Sei Investments Co. | 0.03% | Add +3.5% | 350,410 | $35.3M |
| GRS Advisors, LLC | 3.12% | Reduce -47.3% | 344,990 | $34.8M |
| Schroder Investment Management Group | 0.03% | Add +0.3% | 339,187 | $34.5M |
| APG Asset Management US Inc. | 0.25% | No change | 314,532 | $31.7M |
| Citadel Advisors | 0.02% | Add +259.6% | 290,844 | $29.3M |
| Curi Capital, LLC | 0.49% | Add +1.9% | 278,501 | $28.1M |
| Private Management Group Inc. | 0.82% | Reduce -0.6% | 278,237 | $28.0M |
| Bank of America Corp. | 0.00% | Reduce -6.0% | 267,814 | $27.0M |
| Freestone Grove Partners LP | 0.19% | Add +103.2% | 262,857 | $26.5M |
| Bank of Montreal | 0.01% | Add +24.4% | 228,280 | $23.0M |
| Schonfeld Strategic Advisors LLC | 0.11% | Add +8480.8% | 225,676 | $22.7M |
| Westwood Holdings Group Inc. | 0.19% | Reduce -0.1% | 223,473 | $22.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.4% | 255,027 | $21.9M |
| Jain Global LLC | 0.21% | Add +40.0% | 207,938 | $21.0M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -61.6% | 202,181 | $20.4M |
| Pacific Heights Asset Management LLC | 0.76% | Add +33.3% | 200,000 | $20.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +2.8% | 199,920 | $19.8M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 195,880 | $19.7M |
| MetLife Investment Management, LLC | 0.10% | Reduce -0.3% | 195,685 | $19.7M |
| California Public Employees Retirement System | 0.01% | Reduce -7.0% | 191,641 | $19.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +44.2% | 188,836 | $19.0M |
| Gotham Asset Management | 0.07% | Add +4.1% | 187,937 | $18.9M |
| Nuveen, LLC | 0.00% | Reduce -6.9% | 185,389 | $18.7M |
| Barclays PLC | 0.01% | Add +9.0% | 182,875 | $18.4M |
| RWC Asset Management LLP | 1.01% | Reduce -3.7% | 178,234 | $18.0M |
| Masterton Capital Management, LP | 12.19% | Reduce -29.4% | 173,546 | $17.5M |
| Rhumbline Advisers | 0.01% | Reduce -2.5% | 169,693 | $17.1M |
| Quantinno Capital Management LP | 0.03% | Add +119.2% | 168,414 | $17.0M |
| Swiss National Bank | 0.01% | Add +1.8% | 161,700 | $16.3M |
| Amundi | 0.00% | Add +3.5% | 158,799 | $16.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.4% | 156,795 | $15.8M |
| SG Americas Securities, LLC | 0.02% | Add +2342.1% | 155,144 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 155,010 | $15.6M |
| STRS Ohio | 0.06% | Reduce -5.9% | 153,619 | $15.5M |
| State of Tennessee, Department of Treasury | 0.05% | Add +4.5% | 152,013 | $15.4M |
| Citigroup Inc. | 0.01% | Add +23.9% | 149,051 | $15.0M |
| BNP Paribas Financial Markets | 0.01% | Add +10.0% | 148,006 | $14.9M |
| Nordea Investment Management AB | 0.01% | Reduce -12.8% | 141,974 | $14.3M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -1.4% | 138,502 | $14.0M |
| Hazelview Securities Inc. | 2.67% | New | 139,940 | $13.9M |
| Bank of Nova Scotia | 0.02% | Reduce -5.1% | 130,761 | $13.2M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -1.9% | 124,622 | $12.7M |
| Truist Financial Corp. | 0.02% | Reduce -7.5% | 119,562 | $12.1M |
| Alliancebernstein L.P. | 0.00% | Add +3.4% | 118,162 | $11.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -6.0% | 111,941 | $11.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +697.3% | 111,147 | $11.2M |
| Ieq Capital, LLC | 0.03% | Add +177.3% | 109,611 | $11.0M |
| Susquehanna Portfolio Strategies, LLC | 0.17% | Reduce -15.8% | 109,368 | $11.0M |
| Mizuho Markets Americas LLC | 0.23% | Reduce -4.1% | 108,382 | $10.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.16% | Reduce -71.4% | 105,726 | $10.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -40.7% | 104,239 | $10.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.3% | 102,665 | $10.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.47% | Reduce -15.8% | 96,179 | $9.7M |
| Natixis | 0.04% | Add +568.7% | 92,935 | $9.4M |
| Stifel Financial Corp. | 0.01% | Add +16.0% | 84,013 | $8.5M |
| Cerity Partners LLC | 0.01% | Add +128.9% | 83,910 | $8.5M |
| Mattern Capital Management, LLC | 0.97% | Add +9.1% | 81,244 | $8.2M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 81,009 | $8.2M |
| California State Teachers Retirement System | 0.01% | Add +0.6% | 78,420 | $7.9M |
| Boothbay Fund Management, LLC | 0.21% | Reduce -38.3% | 76,499 | $7.7M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +0.3% | 76,223 | $7.7M |
| Creative Planning | 0.01% | Add +138.3% | 75,377 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 74,997 | $7.6M |
| Yousif Capital Management, LLC | 0.08% | Reduce -4.2% | 73,585 | $7.5M |
| Allianz Asset Management GmbH | 0.01% | Reduce -0.5% | 74,863 | $7.5M |
| Apollo Management Holdings, L.P. | 0.09% | New | 73,940 | $7.5M |
| New York State Common Retirement Fund | 0.01% | No change | 70,388 | $7.1M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 70,349 | $7.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.7% | 64,472 | $6.5M |
| Mariner, LLC | 0.01% | Add +284.1% | 64,281 | $6.5M |
| Nan Fung Trinity (hk) Ltd. | 0.51% | No change | 64,000 | $6.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 63,447 | $6.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.5% | 63,350 | $6.4M |
| Intact Investment Management Inc. | 0.18% | Add +6.4% | 63,100 | $6.4M |
| Greenland Capital Management LP | 0.98% | New | 62,277 | $6.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.6% | 60,572 | $6.1M |
| Algert Global LLC | 0.09% | No change | 58,854 | $5.9M |
| New York State Teachers Retirement System | 0.01% | Reduce 0.0% | 57,704 | $5.8M |
| Cwm, LLC | 0.02% | Add +85.6% | 57,206 | $5.8M |
| Fisher Asset Management | 0.00% | Add +0.2% | 55,707 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +51.3% | 55,556 | $5.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -6.2% | 52,849 | $5.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 52,000 | $5.2M |
| Macquarie Group Ltd. | 0.02% | Reduce -2.0% | 50,336 | $5.1M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -0.8% | 49,865 | $5.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.87% | Add +4.5% | 48,436 | $4.9M |
| First Trust Advisors LP | 0.00% | Add +11.6% | 48,127 | $4.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.1% | 47,501 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +2.1% | 47,273 | $4.8M |
| Holocene Advisors, LP | 0.01% | Reduce -11.4% | 46,970 | $4.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.3% | 46,167 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -21.5% | 46,098 | $4.6M |
| Guggenheim Capital LLC | 0.03% | Add +0.4% | 45,569 | $4.6M |
| Van Eck Associates Corp. | 0.00% | Add +5.2% | 45,432 | $4.6M |
| National Bank of Canada | 0.00% | Add +3.1% | 41,210 | $4.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.8% | 40,508 | $4.1M |
| Aberdeen Group plc | 0.01% | Reduce -14.4% | 40,504 | $4.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.6% | 40,481 | $4.1M |
| Cresset Asset Management, LLC | 0.02% | Add +0.3% | 40,274 | $4.1M |
| FIL Ltd | 0.00% | Add +32.9% | 40,143 | $4.0M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.34% | No change | 39,591 | $4.0M |
| Vert Asset Management LLC | 1.30% | Add +4.9% | 38,860 | $3.9M |
| Caisse de depot et placement du Quebec | 0.01% | No change | 38,700 | $3.9M |
| Toronto Dominion Bank | 0.01% | Reduce -0.9% | 38,136 | $3.8M |
| Bokf, NA | 0.06% | Reduce -28.4% | 38,092 | $3.8M |
| Two Sigma Investments, LP | 0.01% | Add +1615.3% | 36,211 | $3.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -5.6% | 35,742 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 35,636 | $3.6M |
| Franklin Resources Inc. | 0.00% | Reduce -23.7% | 35,341 | $3.6M |
| Argonautica Private Wealth Management, Inc. | 1.04% | Reduce -3.5% | 35,288 | $3.6M |
| Kinloch Capital, LLC | 1.53% | Reduce -2.6% | 35,248 | $3.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.03% | Reduce -73.7% | 34,835 | $3.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +24.3% | 34,800 | $3.5M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -19.9% | 33,858 | $3.4M |
| American Century Companies Inc. | 0.00% | Add +5.0% | 33,496 | $3.4M |
| Focus Partners Wealth | 0.00% | Add +12.7% | 33,489 | $3.4M |
| 1832 Asset Management L.P. | 0.00% | Add +3.6% | 32,690 | $3.3M |
| Trillium Asset Management, LLC | 0.10% | Reduce -17.4% | 31,309 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.0% | 32,454 | $3.3M |
| Xcel Wealth Management, LLC | 0.83% | Reduce -12.6% | 31,555 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +97.1% | 31,120 | $3.1M |
| New Insight Wealth Advisors | 1.11% | Add +110.4% | 30,736 | $3.1M |
| JB Capital LLC | 0.12% | Add +16.2% | 29,091 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +1.6% | 28,342 | $2.9M |
| Cibc World Markets Corp. | 0.01% | — | 27,935 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +55.3% | 27,119 | $2.7M |
| Squarepoint Ops LLC | 0.01% | Reduce -34.4% | 26,303 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +69.3% | 25,700 | $2.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.9% | 25,645 | $2.6M |
| Handelsbanken Fonder AB | 0.01% | Add +39.1% | 25,600 | $2.6M |
| Oak Thistle LLC | 0.33% | Add +382.6% | 23,756 | $2.4M |
| Arizona State Retirement System | 0.01% | Reduce -6.1% | 22,761 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.9% | 22,888 | $2.3M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 19,491 | $2.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -17.0% | 21,445 | $2.2M |
| Polymer Capital Management (US) LLC | 0.28% | New | 21,424 | $2.2M |
| Farmers & Merchants Investments Inc. | 0.06% | Add +42977.6% | 21,108 | $2.1M |
| Czech National Bank | 0.01% | Add +3.8% | 20,700 | $2.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +3.4% | 20,583 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -1.9% | 20,524 | $2.1M |
| Metis Global Partners, LLC | 0.05% | Add +5.0% | 20,266 | $2.0M |
| Public Sector Pension Investment Board | 0.01% | Add +18.1% | 20,031 | $2.0M |
| Verition Fund Management LLC | 0.01% | Reduce -4.8% | 19,850 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.5% | 19,549 | $2.0M |
| Brown Advisory Inc. | 0.00% | Reduce -1.4% | 18,693 | $1.9M |
| AlTi Global, Inc. | 0.04% | Reduce -0.1% | 18,408 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +109.9% | 18,361 | $1.9M |
| Stableford Capital II LLC | 0.65% | Reduce -4.4% | 17,786 | $1.8M |
| New York Life Investment Management LLC | 0.02% | Reduce -3.8% | 17,724 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 17,591 | $1.8M |
| CIBC Asset Management Inc | 0.00% | Add +76.2% | 17,626 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.7% | 17,500 | $1.8M |
| Exchange Traded Concepts, LLC | 0.01% | Add +19.4% | 16,755 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.5% | 16,478 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.2% | 16,349 | $1.6M |
| Horizon Investments, LLC | 0.02% | Reduce -78.3% | 16,492 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -6.9% | 16,013 | $1.6M |
| Groupama Asset Managment | 0.02% | Reduce -9.4% | 15,896 | $1.6M |
| Machina Capital S.A.S. | 0.31% | New | 15,866 | $1.6M |
| Comerica Bank | 0.01% | Reduce -18.4% | 15,233 | $1.5M |
| Blackhawk Capital Partners, LLC | 0.57% | New | 15,011 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -1.5% | 14,987 | $1.5M |
| Northstar Advisory Group, LLC | 0.53% | New | 14,810 | $1.5M |
| Portfolio Design Labs, LLC | 0.24% | Add +2.5% | 14,621 | $1.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -18.7% | 14,262 | $1.4M |
| TD Asset Management Inc | 0.00% | Add +3.7% | 14,212 | $1.4M |
| Utah Retirement Systems | 0.01% | No change | 13,933 | $1.4M |
| IFM Investors Pty Ltd | 0.01% | Add +0.1% | 13,863 | $1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -21.6% | 13,788 | $1.4M |
| Kesler, Norman & Wride, LLC | 0.24% | Add +14.8% | 13,785 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +2.3% | 13,405 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +23.5% | 13,123 | $1.3M |
| Pathway Financial Advisers, LLC | 0.38% | Add +5.7% | 12,887 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +2.5% | 12,339 | $1.2M |
| NEOS Investment Management LLC | 0.01% | Add +35.8% | 12,155 | $1.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.9% | 12,009 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.2% | 11,743 | $1.2M |
| Ascent Group, LLC | 0.04% | Add +3.2% | 11,665 | $1.2M |
| HRT Financial LP | 0.00% | Reduce -17.2% | 11,662 | $1.2M |
| Fieldview Capital Management, LLC | 0.19% | New | 11,366 | $1.1M |
| Marshall Financial Group, LLC | 0.22% | New | 11,312 | $1.1M |
| Credit Agricole S A | 0.00% | Reduce -44.1% | 11,248 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +81.0% | 11,200 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -4.1% | 11,002 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.4% | 10,987 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.1% | 10,758 | $1.1M |
| Summit Financial, LLC | 0.02% | Add +0.6% | 10,541 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -3.8% | 10,151 | $1.0M |
| ING Groep NV | 0.01% | Reduce -0.0% | 10,146 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +2.9% | 10,029 | $1.0M |
| Spirit of America Management Corp. | 0.21% | No change | 9,700 | $978K |
| Nomura Holdings Inc. | 0.00% | Add +82.3% | 9,633 | $971K |
| &partners | 0.01% | Add +1.4% | 9,489 | $957K |
| National Philanthropic Trust | 0.01% | New | 9,485 | $956K |
| Summit Trail Advisors, LLC | 0.02% | Add +0.7% | 9,457 | $953K |
| M&T Bank Corp | 0.00% | New | 9,403 | $948K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.4% | 9,397 | $931K |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 9,163 | $924K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.8% | 8,979 | $905K |
| Norinchukin Bank, The | 0.01% | Add +3.6% | 8,715 | $878K |
| Erste Asset Management GmbH | 0.01% | Reduce -6.5% | 8,600 | $878K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.9% | 8,429 | $850K |
| AlphaQuest LLC | 0.05% | Reduce -44.7% | 8,281 | $835K |
| Merit Financial Group, LLC | 0.01% | Add +122.9% | 8,215 | $828K |
| Inceptionr LLC | 0.23% | Reduce -15.1% | 8,128 | $819K |
| HUB Investment Partners, LLC | 0.02% | Add +15.4% | 8,116 | $818K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.7% | 7,945 | $801K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.7% | 7,917 | $798K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 7,885 | $795K |
| Fort Point Capital Partners LLC | 0.10% | Reduce -0.1% | 7,748 | $789K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -3.8% | 7,756 | $782K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.1% | 7,749 | $781K |
| Farringdon Capital, Ltd. | 0.19% | Add +56.8% | 7,510 | $757K |
| Independent Advisor Alliance | 0.02% | Add +21.6% | 7,483 | $754K |
| Storebrand Asset Management As | 0.00% | No change | 7,422 | $748K |
| Burke & Herbert Bank & Trust Co. | 0.20% | No change | 7,335 | $739K |
| Evolve Private Wealth, LLC | 0.04% | — | 7,220 | $728K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.1% | 7,213 | $727K |
| Two Sigma Securities, LLC | 0.10% | Add +230.6% | 7,101 | $716K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -98.6% | 7,002 | $715K |
| Teacher Retirement System of Texas | 0.00% | Reduce -49.1% | 7,018 | $707K |
| Ar Asset Management Inc. | 0.15% | No change | 7,000 | $706K |
| Xponance LLC | 0.01% | Add +10.6% | 6,979 | $703K |
| NewEdge Wealth, LLC | 0.01% | Add +8.2% | 6,937 | $699K |
| Sound Financial Strategies Group, LLC | 0.48% | Reduce -9.5% | 6,791 | $685K |
| Jeppson Wealth Management, LLC | 0.21% | No change | 6,734 | $679K |
| Fairtree Asset Management (Pty) Ltd | 0.31% | No change | 6,708 | $676K |
| MSH Capital Advisors LLC | 0.14% | Reduce -0.2% | 6,636 | $669K |
| Atria Investments, Inc | 0.01% | Reduce -17.8% | 6,478 | $653K |
| Sivia Capital Partners, LLC | 0.13% | Add +156.9% | 6,460 | $651K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.07% | Reduce -3.7% | 6,460 | $651K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,411 | $646K |
| Krilogy Financial LLC | 0.02% | Add +21.6% | 6,348 | $645K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.5% | 6,162 | $621K |
| Revisor Wealth Management LLC | 0.17% | Reduce -0.3% | 6,087 | $618K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.5% | 6,114 | $616K |
| Knights of Columbus Asset Advisors LLC | 0.03% | Reduce -36.5% | 6,088 | $614K |
| NewEdge Advisors, LLC | 0.00% | Add +24.2% | 6,024 | $607K |
| SlateStone Wealth, LLC | 0.05% | No change | 5,995 | $604K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 5,998 | $604K |
| Vident Advisory, LLC | 0.01% | Reduce -15.9% | 5,910 | $596K |
| Prospera Financial Services Inc | 0.01% | Reduce -18.4% | 5,906 | $595K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -55.0% | 5,903 | $595K |
| Vanderbilt University | 0.10% | Add +88.3% | 5,789 | $584K |
| State of Wisconsin Investment Board | 0.00% | Reduce -71.6% | 5,773 | $582K |
| Global X Japan Co., Ltd. | 0.04% | Reduce -11.8% | 5,716 | $576K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +54.5% | 5,729 | $570K |
| Janney Capital Management LLC | 0.04% | Reduce -2.8% | 5,655 | $570K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.2% | 5,620 | $567K |
| Mizuho Securities USA LLC | 0.01% | Reduce -0.0% | 5,716 | $564K |
| MML Investors Services, LLC | 0.00% | Add +12.7% | 5,404 | $545K |
| Caerus Investment Advisors, LLC | 0.18% | Add +117.5% | 5,348 | $539K |
| Integrated Wealth Concepts LLC | 0.01% | Add +112.9% | 5,297 | $534K |
| Caprock Group, LLC | 0.01% | Reduce -0.2% | 5,254 | $530K |
| Chicago Partners Investment Group LLC | 0.01% | Add +83.6% | 5,077 | $517K |
| Quantbot Technologies LP | 0.02% | New | 5,110 | $515K |
| DoubleLine ETF Adviser LP | 0.15% | Add +4.9% | 5,077 | $512K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 5,043 | $508K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Add +47.3% | 4,841 | $489K |
| Allstate Corp. | 0.01% | Add +67.4% | 4,785 | $482K |
| VARCOV Co. | 0.19% | — | 4,705 | $474K |
| Sanctuary Advisors, LLC | 0.00% | Add +59.3% | 4,603 | $464K |
| Morningstar Investment Management LLC | 0.03% | No change | 4,557 | $459K |
| HB Wealth Management, LLC | 0.00% | New | 4,493 | $453K |
| Hartford Investment Management Co. | 0.01% | Reduce -1.9% | 4,481 | $452K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +110.3% | 4,466 | $450K |
| DGS Capital Management, LLC | 0.08% | New | 4,460 | $450K |
| Ethic Inc. | 0.01% | Add +6.8% | 4,256 | $429K |
| Private Advisor Group, LLC | 0.00% | Add +32.4% | 4,217 | $425K |
| Entropy Technologies, LP | 0.02% | Add +11.9% | 4,213 | $425K |
| Swiss Life Asset Management Ltd | 0.00% | Add +12.5% | 4,209 | $424K |
| Abel Hall, LLC | 0.10% | Add +0.5% | 4,189 | $422K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,187 | $422K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +1.1% | 4,105 | $414K |
| Pallas Capital Advisors LLC | 0.01% | Add +33.5% | 4,041 | $407K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.4% | 4,000 | $403K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,945 | $398K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.14% | Add +155.1% | 3,900 | $393K |
| Heitman Real Estate Securities LLC | 0.03% | Reduce -2.3% | 3,873 | $390K |
| Glenmede Trust Co. NA | 0.00% | — | 3,858 | $389K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.8% | 3,849 | $388K |
| Apollon Wealth Management, LLC | 0.01% | Add +20.5% | 3,751 | $378K |
| Allworth Financial LP | 0.00% | Add +23.0% | 3,742 | $377K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 3,703 | $373K |
| New Mexico Educational Retirement Board | 0.01% | Add +2.8% | 3,650 | $368K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -69.8% | 3,591 | $362K |
| Syon Capital LLC | 0.02% | New | 3,515 | $354K |
| Sage Mountain Advisors LLC | 0.02% | Add +23.7% | 3,445 | $347K |
| GAMMA Investing LLC | 0.02% | Add +36.1% | 3,398 | $343K |
| Stephens Inc. | 0.00% | Reduce -6.2% | 3,363 | $339K |
| waypoint wealth counsel | 0.12% | Add +42.4% | 3,284 | $331K |
| Inspire Investing, LLC | 0.03% | Add +5.3% | 3,239 | $326K |
| MUFG Securities EMEA plc | 0.00% | Add +114.4% | 3,222 | $325K |
| Passive Capital Management, LLC. | 0.10% | No change | 3,193 | $322K |
| Mackenzie Financial Corp. | 0.00% | Add +3.9% | 3,139 | $319K |
| Ofi Invest Asset Management | 0.00% | Reduce -3.1% | 3,711 | $319K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -35.2% | 3,129 | $315K |
| Quadrant Capital Group LLC | 0.01% | Add +8.0% | 3,124 | $315K |
| Advisor Resource Council | 0.11% | New | 3,120 | $313K |
| AlphaCore Capital LLC | 0.01% | New | 3,100 | $312K |
| Nomura Asset Management International Inc. | 0.00% | — | 3,068 | $310K |
| Strategy Asset Managers LLC | 0.05% | Add +2.5% | 3,039 | $306K |
| Waddell & Associates, LLC | 0.02% | New | 2,978 | $300K |
| North Dakota State Investment Board | 0.01% | — | 2,933 | $296K |
| Kera Capital Partners, Inc. | 0.04% | New | 2,921 | $295K |
| Fiduciary Group, LLC | 0.02% | No change | 2,853 | $288K |
| V-Square Quantitative Management LLC | 0.03% | New | 2,848 | $287K |
| CSS LLC | 0.05% | New | 2,820 | $284K |
| Essential Partners LLC | 0.09% | Add +72.7% | 2,814 | $284K |
| Fifth Third Bancorp | 0.00% | Add +4.4% | 2,777 | $280K |
| Blair William & Co. | 0.00% | Reduce -25.3% | 2,760 | $278K |
| Waverly Advisors, LLC | 0.00% | New | 2,754 | $278K |
| Monetary Management Group Inc. | 0.06% | No change | 2,750 | $277K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +6.8% | 2,736 | $275K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 2,720 | $274K |
| Farther Finance Advisors, LLC | 0.00% | Add +201.1% | 2,701 | $272K |
| Sagewood Asset Management LP | 0.10% | — | 2,690 | $271K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 2,683 | $270K |
| KCM Investment Advisors LLC | 0.01% | Reduce -5.2% | 2,672 | $269K |
| Rothschild Investment LLC | 0.01% | Add +301.7% | 2,667 | $269K |
| KBC Group NV | 0.00% | Add +21.2% | 2,626 | $265K |
| XML Financial, LLC | 0.02% | New | 2,585 | $261K |
| Rothschild Wealth LLC | 0.03% | New | 2,579 | $260K |
| LMR Partners LLP | 0.00% | New | 2,551 | $257K |
| Wealthspire Advisors, LLC | 0.00% | Add +7.2% | 2,537 | $256K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.2% | 2,508 | $253K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,489 | $251K |
| Parcion Private Wealth LLC | 0.01% | New | 2,435 | $245K |
| Weiss Asset Management LP | 0.00% | New | 2,430 | $245K |
| Keybank National Association | 0.00% | Add +3.1% | 2,399 | $242K |
| DRW Securities, LLC | 0.02% | Reduce -62.0% | 2,360 | $238K |
| Phocas Financial Corp. | 0.03% | Reduce -0.6% | 2,349 | $237K |
| Patton Fund Management, Inc. | 0.03% | No change | 2,333 | $235K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +121.4% | 2,320 | $234K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 2,246 | $226K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.4% | 2,245 | $226K |
| Pinnacle Associates Ltd. | 0.00% | New | 2,244 | $226K |
| Loudon Investment Management, LLC | 0.12% | Reduce -36.5% | 2,215 | $223K |
| Tidal Investments LLC | 0.00% | Reduce -44.1% | 2,230 | $223K |
| EntryPoint Capital, LLC | 0.09% | No change | 2,188 | $221K |
| Powell Investment Advisors, LLC | 0.08% | No change | 2,183 | $220K |
| Lafayette Investments, Inc. | 0.04% | No change | 2,150 | $217K |
| Mufg Securities Americas Inc. | 0.01% | Reduce -0.1% | 2,115 | $213K |
| Arax Advisory Partners | 0.01% | Reduce -91.4% | 2,103 | $212K |
| Securian Asset Management, Inc. | 0.01% | Reduce -43.4% | 2,095 | $211K |
| Equitable Holdings, Inc. | 0.00% | Reduce -33.1% | 2,083 | $210K |
| Prelude Capital Management, LLC | 0.02% | New | 2,050 | $207K |
| Modera Wealth Management, LLC | 0.00% | Reduce -20.3% | 2,045 | $206K |
| Cadence Bank | 0.01% | Add +1.9% | 2,039 | $206K |
| Olde Wealth Management, LLC | 0.06% | New | 2,000 | $201K |
| Bfsg, LLC | 0.02% | No change | 1,873 | $189K |
| Canada Post Corp Registered Pension Plan | 0.01% | Add +31.4% | 1,758 | $177K |
| CX Institutional | 0.01% | Add +27.3% | 1,665 | $168K |
| MAI Capital Management | 0.00% | Add +19.2% | 1,639 | $165K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,616 | $163K |
| Canada Pension Plan Investment Board | 0.00% | New | 1,600 | $161K |
| IFP Advisors, Inc | 0.00% | Add +52.2% | 1,516 | $153K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -0.9% | 1,358 | $137K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | Add +0.1% | 1,333 | $134K |
| Trust Co. of Vermont | 0.01% | No change | 1,300 | $131K |
| Brown Brothers Harriman & Co. | 0.00% | Add +157.0% | 1,262 | $127K |
| Smartleaf Asset Management LLC | 0.00% | Add +5.8% | 1,160 | $118K |
| Quarry LP | 0.02% | Add +63.3% | 1,161 | $117K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.9% | 1,158 | $117K |
| Parallel Advisors, LLC | 0.00% | Add +5.6% | 1,136 | $115K |
| Y.D. More Investments Ltd | 0.01% | Reduce -25.0% | 1,082 | $109K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $101K |
| Signaturefd, LLC | 0.00% | Add +5.4% | 914 | $92K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.8% | 892 | $90K |
| Bessemer Group Inc. | 0.00% | Add +7.0% | 827 | $83K |
| Creative Financial Designs Inc. | 0.01% | Reduce -37.2% | 806 | $81K |
| Global Retirement Partners, LLC | 0.00% | Add +132.4% | 804 | $81K |
| Quent Capital, LLC | 0.01% | Add +95.0% | 747 | $75K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 732 | $74K |
| Danske Bank A/S | 0.00% | Add +16.7% | 700 | $71K |
| TD Waterhouse Canada Inc. | 0.00% | New | 638 | $64K |
| Larson Financial Group LLC | 0.00% | Reduce -54.3% | 614 | $62K |
| Tema ETFs LLC | 0.00% | New | 597 | $60K |
| Kingdom Financial Group LLC. | 0.02% | New | 563 | $57K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.3% | 547 | $55K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 526 | $53K |
| Versant Capital Management, Inc | 0.01% | Add +46.3% | 496 | $50K |
| Eastern Bank | 0.00% | No change | 450 | $45K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -3.4% | 425 | $43K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.5% | 418 | $42K |
| Los Angeles Capital Management LLC | 0.00% | New | 414 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -62.4% | 383 | $39K |
| Dagco, Inc. | 0.01% | No change | 350 | $35K |
| Delta Asset Management LLC | 0.00% | Reduce -14.2% | 350 | $35K |
| Federated Hermes, Inc. | 0.00% | No change | 335 | $34K |
| Toth Financial Advisory Corp. | 0.00% | No change | 332 | $33K |
| Private Trust Co. NA | 0.00% | Add +937.5% | 332 | $33K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.1% | 332 | $33K |
| Ancora Advisors LLC | 0.00% | New | 301 | $30K |
| Clarity Asset Management, Inc. | 0.02% | Add +1.0% | 300 | $30K |
| Hilltop National Bank | 0.01% | No change | 300 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 290 | $29K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 278 | $28K |
| Anchor Investment Management, LLC | 0.00% | No change | 270 | $27K |
| True Wealth Design, LLC | 0.01% | Add +88.7% | 268 | $27K |
| SageView Advisory Group, LLC | 0.00% | New | 267 | $27K |
| Turning Point Benefit Group, Inc. | 0.01% | Add +1853.8% | 254 | $26K |
| Park Square Financial Group, LLC | 0.15% | New | 221 | $25K |
| Cromwell Holdings LLC | 0.01% | Add +56.9% | 240 | $24K |
| Montag A & Associates Inc. | 0.00% | No change | 240 | $24K |
| CYBER HORNET ETFs LLC | 0.01% | Add +5.4% | 215 | $22K |
| SJS Investment Consulting Inc. | 0.00% | New | 210 | $21K |
| Sentry Investment Management LLC | 0.01% | No change | 213 | $21K |
| Cohen & Steers, Inc. | 0.00% | Add +4.6% | 205 | $21K |
| Activest Wealth Management | 0.00% | Add +19800.0% | 199 | $20K |
| New Age Alpha Advisors, LLC | 0.00% | New | 186 | $19K |
| Spire Wealth Management | 0.00% | Reduce -73.9% | 172 | $17K |
| Glen Eagle Advisors, LLC | 0.00% | Add +44.8% | 168 | $17K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 156 | $16K |
| Smithfield Trust Co | 0.00% | No change | 150 | $15K |
| Pflug Koory, LLC | 0.01% | Add +8.7% | 138 | $14K |
| UMB Bank, n.a. | 0.00% | Add +12.6% | 134 | $14K |
| Huntington National Bank | 0.00% | Reduce -35.4% | 133 | $13K |
| Zions Bancorporation, National Association | 0.00% | No change | 132 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 129 | $13K |
| Summit Securities Group LLC | 0.00% | Reduce -14.0% | 117 | $12K |
| DV Equities, LLC | 0.00% | — | 109 | $11K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +197.1% | 101 | $10K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | New | 97 | $10K |
| Dogwood Wealth Management LLC | 0.00% | Add +162.9% | 92 | $9K |
| GW&K Investment Management, LLC | 0.00% | No change | 93 | $9K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 84 | $9K |
| Elyxium Wealth, LLC | 0.00% | New | 87 | $9K |
| Assetmark, Inc. | 0.00% | Reduce -2.5% | 79 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 70 | $7K |
| TD Private Client Wealth LLC | 0.00% | No change | 70 | $7K |
| North Star Investment Management Corp. | 0.00% | No change | 68 | $7K |
| Financial Freedom, LLC | 0.00% | No change | 67 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $6K |
| Blue Trust, Inc. | 0.00% | Reduce -5.1% | 56 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 55 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -27.7% | 47 | $5K |
| CVA Family Office, LLC | 0.00% | New | 40 | $4K |
| Elequin Capital, LP | 0.00% | New | 38 | $4K |
| Ares Financial Consulting, LLC | 0.00% | — | 33 | $3K |
| SWAN Capital LLC | 0.00% | No change | 31 | $3K |
| Grove Bank & Trust | 0.00% | No change | 31 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 31 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 30 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -3.3% | 29 | $3K |
| MV Capital Management, Inc. | 0.00% | No change | 29 | $3K |
| SouthState Bank Corp | 0.00% | Add +190.0% | 29 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -20.6% | 27 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 26 | $3K |
| Sachetta, LLC | 0.00% | No change | 23 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +31.3% | 21 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +950.0% | 21 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $2K |
| Founders Capital Management | 0.00% | No change | 20 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 20 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 17 | $2K |
| Howard Hughes Medical Institute | 0.00% | No change | 16 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +83.3% | 11 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 10 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 10 | $1K |
| Rossby Financial, LCC | 0.00% | New | 10 | $1K |
| Covestor Ltd | 0.00% | Reduce -14.3% | 6 | $1K |
| Avion Wealth | 0.00% | No change | 16 | $1K |
| Basepoint Wealth LLC | 0.00% | New | 9 | $949 |
| Wealth Watch Advisors, INC | 0.00% | Reduce -35.7% | 9 | $907 |
| TFC Financial Management, Inc. | 0.00% | No change | 8 | $807 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 8 | $806 |
| Golden State Wealth Management, LLC | 0.00% | New | 8 | $806 |
| Signature Equity Partners, LLC | 0.00% | — | 8 | $770 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 7 | $706 |
| City State Bank | 0.00% | New | 5 | $504 |
| Rialto Wealth Management, LLC | 0.00% | New | 5 | $504 |
| Root Financial Partners, LLC | 0.00% | New | 5 | $504 |
| Clark Wealth Partners | 0.00% | No change | 4 | $403 |
| Caitlin John, LLC | 0.00% | No change | 4 | $358 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $303 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 3 | $303 |
| American Capital Advisory, LLC | 0.00% | No change | 2 | $202 |
| Leonteq Securities AG | 0.00% | No change | 2 | $202 |
| Colonial Trust Co / SC | 0.00% | New | 2 | $202 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $101 |
| DV Trading LLC | 0.00% | — | 1 | $101 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $101 |
| ORG Partners LLC | 0.00% | No change | 1 | $100 |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 6 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is FRT's weight in each manager's 13F, not the share of Federal Realty Invs Trust the manager owns.