Federal Realty Invs TrustFRT
13F holders, Q1 2026 (March 31)558holders +33
72new positions
38sold out
6famous investors
$106.14avg. 13F price*
At the end of Q1 2026, 558 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings, up 33 from Q4 2025. 72 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($917.9M), Vanguard Portfolio Management LLC ($773.6M) and State Street Corp. ($677.5M). 6 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $58.1M |
| Exits | 38 | $100.6M |
All 13F filers, Q4 2025 → Q1 2026: 6,494,102 shares bought and 4,999,647 shares sold, net +1,494,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 558 holders
| BlackRock, Inc. | 0.02% | Reduce -0.4% | 8,642,048 | $917.9M |
| Vanguard Portfolio Management LLC | 0.04% | — | 7,283,403 | $773.6M |
| State Street Corp. | 0.02% | Reduce -2.8% | 6,378,740 | $677.5M |
| Vanguard Capital Management LLC | 0.01% | — | 5,380,784 | $571.5M |
| Resolution Capital Ltd | 8.14% | Add +10.3% | 3,644,575 | $387.1M |
| Invesco Ltd. | 0.03% | Reduce -1.6% | 2,688,309 | $285.5M |
| Geode Capital Management, LLC | 0.02% | Add +4.3% | 2,292,435 | $243.1M |
| AQR Capital Management | 0.10% | Add +16.8% | 2,125,515 | $221.6M |
| Northern Trust Corp. | 0.02% | Add +32.7% | 1,634,529 | $173.6M |
| ProShare Advisors LLC | 0.26% | Add +1.7% | 1,628,718 | $173.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.5% | 1,491,186 | $158.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.3% | 1,284,001 | $136.4M |
| FMR LLC | 0.01% | Add +18.3% | 1,283,338 | $136.3M |
| Morgan Stanley | 0.01% | Add +26.9% | 1,068,466 | $113.5M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -8.3% | 1,006,420 | $113.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.7% | 1,048,230 | $109.5M |
| Nuveen, LLC | 0.03% | Add +446.7% | 1,013,591 | $107.7M |
| Wells Fargo & Company | 0.02% | Reduce -0.7% | 864,495 | $91.8M |
| PGGM Investments | 1.51% | Reduce -20.9% | 812,293 | $86.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -10.0% | 812,043 | $86.2M |
| Legal & General Group Plc | 0.02% | Reduce -11.5% | 705,714 | $75.0M |
| GRS Advisors, LLC | 7.21% | Add +99.1% | 686,774 | $72.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.1% | 678,741 | $72.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.4% | 660,467 | $70.1M |
| Rush Island Management, LP | 4.55% | Reduce -50.3% | 638,538 | $67.8M |
| Millennium Management | 0.05% | Add +25.3% | 597,689 | $63.5M |
| Bank of America Corp. | 0.00% | Add +90.2% | 509,498 | $54.1M |
| Vest Financial, LLC | 0.64% | Add +3.5% | 505,409 | $53.7M |
| Nomura Asset Management Co. Ltd. | 0.14% | Add +3.1% | 495,320 | $52.6M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +6.0% | 455,000 | $48.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 448,369 | $47.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.6% | 438,553 | $46.6M |
| Janus Henderson Group PLC | 0.02% | Add +2.5% | 413,167 | $43.9M |
| UBS Group AG | 0.01% | Add +7.0% | 408,816 | $43.4M |
| Deutsche Bank AG | 0.01% | Add +14.6% | 403,902 | $42.9M |
| Sei Investments Co. | 0.04% | Add +14.3% | 400,662 | $42.6M |
| Marshall Wace, LLP | 0.05% | Reduce -9.8% | 394,601 | $41.9M |
| Woodline Partners LP | 0.16% | Reduce -18.9% | 393,641 | $41.8M |
| First Trust Advisors LP | 0.03% | Add +693.9% | 382,058 | $40.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -1.0% | 367,240 | $39.0M |
| Lasalle Investment Management Securities LLC | 1.48% | Reduce -1.6% | 353,194 | $37.5M |
| Quantinno Capital Management LP | 0.06% | Add +106.7% | 348,135 | $37.0M |
| Centersquare Investment Management LLC | 0.38% | Reduce -43.1% | 345,966 | $36.7M |
| Citigroup Inc. | 0.02% | Add +101.5% | 300,264 | $31.9M |
| Ameriprise Financial Inc. | 0.01% | Add +24.9% | 318,455 | $30.3M |
| Curi Capital, LLC | 0.53% | Add +0.9% | 281,034 | $29.8M |
| Bank of Montreal | 0.01% | Add +21.6% | 277,710 | $29.5M |
| Private Management Group Inc. | 0.85% | Reduce -0.4% | 277,009 | $29.4M |
| APG Asset Management US Inc. | 0.22% | Reduce -13.1% | 273,311 | $29.0M |
| HSBC Holdings PLC | 0.02% | Reduce -25.6% | 272,683 | $29.0M |
| Schroder Investment Management Group | 0.02% | Reduce -19.9% | 271,653 | $28.4M |
| Two Sigma Investments, LP | 0.02% | Add +543.3% | 232,948 | $24.7M |
| Royal Bank of Canada | 0.00% | Add +15.8% | 226,880 | $24.1M |
| Gotham Asset Management | 0.07% | Add +20.5% | 226,496 | $24.1M |
| Westwood Holdings Group Inc. | 0.17% | Reduce -1.6% | 219,904 | $23.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.9% | 201,731 | $21.4M |
| Pacific Heights Asset Management LLC | 0.71% | No change | 200,000 | $21.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.7% | 199,591 | $21.2M |
| MetLife Investment Management, LLC | 0.11% | Reduce -0.2% | 195,325 | $20.7M |
| California Public Employees Retirement System | 0.01% | Reduce -5.7% | 180,719 | $19.2M |
| BNP Paribas Financial Markets | 0.01% | Add +19.0% | 176,095 | $18.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.28% | Add +65.4% | 174,882 | $18.6M |
| Masterton Capital Management, LP | 16.79% | No change | 173,546 | $18.4M |
| RWC Asset Management LLP | 0.83% | Reduce -3.5% | 172,087 | $18.3M |
| Amundi | 0.00% | Add +6.4% | 168,901 | $17.9M |
| Rhumbline Advisers | 0.02% | Reduce -0.9% | 168,182 | $17.9M |
| Hazelview Securities Inc. | 3.32% | Add +19.8% | 167,710 | $17.8M |
| Vanguard Global Advisers, LLC | 0.01% | — | 165,555 | $17.6M |
| Swiss National Bank | 0.01% | Add +0.3% | 162,100 | $17.2M |
| Barclays PLC | 0.01% | Reduce -11.4% | 162,032 | $17.2M |
| State of Tennessee, Department of Treasury | 0.06% | Add +6.2% | 161,499 | $17.2M |
| Heitman Real Estate Securities LLC | 1.21% | Add +4003.6% | 158,933 | $16.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -24.6% | 152,350 | $16.2M |
| Jain Global LLC | 0.22% | Reduce -27.4% | 150,879 | $16.0M |
| Schonfeld Strategic Advisors LLC | 0.13% | Reduce -33.3% | 150,584 | $16.0M |
| Boothbay Fund Management, LLC | 0.38% | Add +95.2% | 149,333 | $15.9M |
| Caisse de depot et placement du Quebec | 0.02% | Add +278.4% | 146,432 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.6% | 146,342 | $15.5M |
| CIBC Asset Management Inc | 0.04% | Add +688.1% | 138,919 | $14.8M |
| Nordea Investment Management AB | 0.01% | Reduce -4.7% | 135,240 | $14.2M |
| Lighthouse Investment Partners, LLC | 0.53% | New | 132,793 | $14.1M |
| Mizuho Markets Americas LLC | 0.39% | Add +21.4% | 131,598 | $14.0M |
| Bank of Nova Scotia | 0.02% | Reduce -1.7% | 128,540 | $13.7M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -9.1% | 125,839 | $13.4M |
| Truist Financial Corp. | 0.02% | Add +4.0% | 124,318 | $13.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -20.7% | 124,272 | $13.2M |
| Ieq Capital, LLC | 0.06% | Add +13.1% | 123,910 | $13.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +9.6% | 121,820 | $12.9M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -2.5% | 121,562 | $12.9M |
| Susquehanna Portfolio Strategies, LLC | 0.19% | Add +9.1% | 119,335 | $12.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +15.9% | 119,008 | $12.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.1% | 115,710 | $11.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.9% | 108,259 | $11.5M |
| STRS Ohio | 0.04% | Reduce -30.9% | 106,216 | $11.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.55% | Add +8.3% | 104,163 | $11.1M |
| Cerity Partners LLC | 0.02% | Add +20.0% | 100,687 | $10.7M |
| Mariner, LLC | 0.01% | Add +49.1% | 95,871 | $10.2M |
| California State Teachers Retirement System | 0.01% | Add +22.0% | 95,680 | $10.2M |
| Creative Planning | 0.01% | Add +26.4% | 95,267 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.6% | 94,179 | $10.0M |
| Blue Sparrow, LLC | 0.17% | New | 90,950 | $9.7M |
| Allianz Asset Management GmbH | 0.01% | Add +11.5% | 83,470 | $8.9M |
| Yousif Capital Management, LLC | 0.10% | Add +8.7% | 79,987 | $8.5M |
| Cresset Asset Management, LLC | 0.04% | Add +93.9% | 78,099 | $8.3M |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 77,534 | $8.2M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 77,038 | $8.2M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 76,223 | $8.1M |
| Stifel Financial Corp. | 0.01% | Reduce -9.6% | 75,938 | $8.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 74,103 | $7.9M |
| New York State Common Retirement Fund | 0.01% | No change | 70,388 | $7.5M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 70,349 | $7.5M |
| Fisher Asset Management | 0.00% | Add +23.2% | 68,648 | $7.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +23.4% | 68,563 | $7.3M |
| Cwm, LLC | 0.02% | Add +19.6% | 68,387 | $7.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +31.5% | 68,384 | $7.3M |
| Verition Fund Management LLC | 0.07% | Add +238.6% | 67,221 | $7.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.5% | 64,309 | $6.8M |
| Nan Fung Trinity (hk) Ltd. | 0.75% | No change | 64,000 | $6.8M |
| Intact Investment Management Inc. | 0.19% | No change | 63,100 | $6.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -4.7% | 61,468 | $6.5M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.2% | 60,456 | $6.4M |
| New York State Teachers Retirement System | 0.01% | No change | 57,704 | $6.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +23.4% | 56,967 | $6.1M |
| Guggenheim Capital LLC | 0.05% | Add +21.4% | 55,333 | $5.9M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +4.8% | 55,378 | $5.8M |
| Mattern Capital Management, LLC | 0.69% | Reduce -33.1% | 54,361 | $5.8M |
| Prudential Financial Inc. | 0.01% | Add +14.4% | 52,735 | $5.6M |
| Van Eck Associates Corp. | 0.00% | Add +13.7% | 51,640 | $5.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.92% | Add +6.4% | 51,541 | $5.5M |
| State of Alaska, Department of Revenue | 0.06% | Add +0.9% | 50,310 | $5.3M |
| Macquarie Group Ltd. | 0.03% | Reduce -4.6% | 48,041 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 47,459 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +0.1% | 47,313 | $5.0M |
| FIL Ltd | 0.00% | Add +16.9% | 46,932 | $5.0M |
| JB Capital LLC | 0.20% | Add +61.3% | 46,908 | $5.0M |
| CIBC Bancorp USA Inc. | 0.01% | — | 45,800 | $4.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +661.2% | 44,932 | $4.8M |
| Kinloch Capital, LLC | 1.91% | Add +24.8% | 44,002 | $4.7M |
| Focus Partners Wealth | 0.01% | Add +29.7% | 43,446 | $4.6M |
| Atom Investors LP | 0.33% | New | 42,930 | $4.6M |
| National Bank of Canada | 0.00% | Add +3.5% | 42,631 | $4.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.7% | 42,003 | $4.5M |
| Vert Asset Management LLC | 1.34% | Add +2.6% | 39,864 | $4.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Add +13.8% | 39,600 | $4.2M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.8% | 39,337 | $4.2M |
| Aberdeen Group plc | 0.01% | Reduce -3.2% | 39,206 | $4.2M |
| 1832 Asset Management L.P. | 0.01% | Add +19.5% | 39,050 | $4.1M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.42% | Reduce -6.8% | 36,888 | $3.9M |
| American Century Companies Inc. | 0.00% | Add +9.0% | 36,501 | $3.9M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 36,416 | $3.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +1.4% | 36,256 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +30.3% | 40,552 | $3.7M |
| Sophron Capital Management L.P. | 1.10% | New | 35,021 | $3.7M |
| Argonautica Private Wealth Management, Inc. | 1.12% | Reduce -1.0% | 34,936 | $3.7M |
| Franklin Resources Inc. | 0.00% | Reduce -1.7% | 34,746 | $3.7M |
| New Insight Wealth Advisors | 1.30% | Add +10.9% | 34,080 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 32,764 | $3.5M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -5.8% | 31,901 | $3.4M |
| Trillium Asset Management, LLC | 0.11% | Reduce -7.6% | 28,922 | $3.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +19.6% | 30,663 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +72.2% | 31,611 | $3.3M |
| Vanguard National Trust Co | 0.20% | — | 30,530 | $3.2M |
| Captrust Financial Advisors | 0.01% | Add +16.6% | 29,954 | $3.2M |
| Oak Thistle LLC | 0.31% | Add +24.9% | 29,682 | $3.2M |
| Farmers & Merchants Investments Inc. | 0.08% | Add +36.2% | 28,744 | $3.1M |
| Squarepoint Ops LLC | 0.01% | Add +8.9% | 28,650 | $3.0M |
| Toronto Dominion Bank | 0.01% | Reduce -25.3% | 28,505 | $3.0M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -0.2% | 28,275 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 25,600 | $2.7M |
| Xcel Wealth Management, LLC | 0.75% | Reduce -20.9% | 24,951 | $2.7M |
| NEOS Investment Management LLC | 0.01% | Add +107.3% | 25,201 | $2.6M |
| Fifth Third Bancorp | 0.00% | Add +771.6% | 24,205 | $2.6M |
| Entropy Technologies, LP | 0.11% | Add +449.0% | 23,129 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.3% | 23,188 | $2.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 22,517 | $2.4M |
| Public Sector Pension Investment Board | 0.01% | Add +11.5% | 22,329 | $2.4M |
| Metis Global Partners, LLC | 0.06% | Add +8.7% | 22,028 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -92.5% | 21,779 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.5% | 21,548 | $2.3M |
| Holocene Advisors, LP | 0.01% | Reduce -54.3% | 21,472 | $2.3M |
| Exchange Traded Concepts, LLC | 0.02% | Add +27.9% | 21,437 | $2.3M |
| Czech National Bank | 0.01% | Add +3.3% | 21,382 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 20,583 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +5.2% | 20,555 | $2.2M |
| State of Michigan Retirement System | 0.01% | No change | 20,524 | $2.2M |
| New York Life Investment Management LLC | 0.02% | Add +15.3% | 20,438 | $2.2M |
| Allstate Corp. | 0.02% | Add +314.5% | 19,834 | $2.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 19,491 | $2.1M |
| LMR Partners LLP | 0.02% | Add +636.6% | 18,791 | $2.0M |
| Natixis | 0.01% | Reduce -80.1% | 18,471 | $2.0M |
| Richard Bernstein Advisors LLC | 0.06% | New | 18,279 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.9% | 18,000 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +60.8% | 18,014 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.1% | 17,484 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +24.8% | 17,211 | $1.8M |
| Bokf, NA | 0.03% | Reduce -55.0% | 17,130 | $1.8M |
| Brown Advisory Inc. | 0.00% | Reduce -9.9% | 16,843 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.9% | 16,664 | $1.8M |
| Pathway Financial Advisers, LLC | 0.49% | Add +27.2% | 16,395 | $1.7M |
| AlTi Global, Inc. | 0.04% | Reduce -11.8% | 16,239 | $1.7M |
| Vestcor Inc | 0.05% | New | 16,137 | $1.7M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -25.1% | 16,051 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -0.2% | 15,982 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +15.1% | 15,110 | $1.6M |
| Blackhawk Capital Partners, LLC | 0.58% | Reduce -0.4% | 14,954 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Add +57.4% | 14,886 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +10.3% | 14,793 | $1.6M |
| Amalgamated Bank | 0.01% | Reduce -2.4% | 14,625 | $1.6M |
| Renaissance Technologies | 0.00% | New | 14,300 | $1.5M |
| IFM Investors Pty Ltd | 0.01% | Add +0.9% | 13,990 | $1.5M |
| Utah Retirement Systems | 0.02% | No change | 13,933 | $1.5M |
| Kesler, Norman & Wride, LLC | 0.25% | Reduce -1.0% | 13,650 | $1.4M |
| Polymer Capital Management (US) LLC | 0.21% | Reduce -36.6% | 13,581 | $1.4M |
| TD Asset Management Inc | 0.00% | Reduce -5.4% | 13,449 | $1.4M |
| Erste Asset Management GmbH | 0.01% | Add +54.6% | 13,300 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.9% | 12,479 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +0.6% | 12,415 | $1.3M |
| Brighton Jones LLC | 0.03% | New | 12,152 | $1.3M |
| Horizon Investments, LLC | 0.01% | Reduce -26.0% | 12,208 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Add +95.0% | 12,016 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +10.9% | 11,930 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Add +7.4% | 11,799 | $1.3M |
| Xponance LLC | 0.01% | Add +68.0% | 11,724 | $1.2M |
| Nomura Holdings Inc. | 0.01% | Add +18.7% | 11,437 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +3.7% | 11,407 | $1.2M |
| Marshall Financial Group, LLC | 0.19% | Reduce -0.0% | 11,308 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Add +94.7% | 11,242 | $1.2M |
| Summit Financial, LLC | 0.02% | Add +5.8% | 11,151 | $1.2M |
| &partners | 0.01% | Add +16.5% | 11,055 | $1.2M |
| PFW Advisors LLC | 0.37% | New | 10,958 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.9% | 10,934 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +173.4% | 10,523 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.8% | 10,393 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | New | 10,359 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.0% | 10,337 | $1.1M |
| HUB Investment Partners, LLC | 0.03% | Add +25.7% | 10,200 | $1.1M |
| Knights of Columbus Asset Advisors LLC | 0.06% | Add +66.7% | 10,147 | $1.1M |
| ING Groep NV | 0.01% | Reduce -0.2% | 10,126 | $1.1M |
| Spirit of America Management Corp. | 0.20% | No change | 9,700 | $1.0M |
| Portfolio Design Labs, LLC | 0.18% | Reduce -34.6% | 9,562 | $1.0M |
| Empire Financial Management Company, LLC | 0.23% | New | 9,529 | $1.0M |
| NorthRock Partners, LLC | 0.02% | New | 9,516 | $1.0M |
| National Philanthropic Trust | 0.01% | No change | 9,485 | $1.0M |
| M&T Bank Corp | 0.00% | Add +0.3% | 9,433 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +13.9% | 9,356 | $994K |
| Integrated Wealth Concepts LLC | 0.01% | Add +75.6% | 9,303 | $988K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 9,268 | $984K |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 9,163 | $973K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 8,979 | $954K |
| Chicago Partners Investment Group LLC | 0.02% | Add +69.6% | 8,611 | $948K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +23.7% | 8,922 | $948K |
| Norinchukin Bank, The | 0.01% | Reduce -1.3% | 8,605 | $914K |
| Pathstone Holdings, LLC | 0.00% | Reduce -14.6% | 8,565 | $910K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.9% | 8,349 | $887K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.8% | 8,272 | $879K |
| Fort Point Capital Partners LLC | 0.11% | Add +3.7% | 8,035 | $853K |
| Ascent Group, LLC | 0.03% | Reduce -31.2% | 8,022 | $852K |
| Catalyst Funds Management Pty Ltd | 0.14% | New | 8,000 | $850K |
| Groupama Asset Managment | 0.01% | Reduce -50.3% | 7,908 | $840K |
| Neuberger Berman Group LLC | 0.00% | Reduce -93.0% | 7,860 | $835K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.3% | 7,813 | $830K |
| Prospera Financial Services Inc | 0.01% | Add +31.2% | 7,750 | $823K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -23.9% | 7,722 | $820K |
| Teacher Retirement System of Texas | 0.00% | Add +8.4% | 7,609 | $808K |
| Bull Harbor Capital LLC | 0.22% | — | 7,569 | $804K |
| Joel Isaacson & Co., LLC | 0.03% | Reduce -4.9% | 7,496 | $796K |
| IMC-Chicago, LLC | 0.01% | New | 7,485 | $795K |
| Burke & Herbert Bank & Trust Co. | 0.22% | No change | 7,335 | $779K |
| Sivia Capital Partners, LLC | 0.15% | Add +10.7% | 7,154 | $760K |
| Inspire Investing, LLC | 0.04% | Add +118.8% | 7,087 | $753K |
| Evolve Private Wealth, LLC | 0.04% | Reduce -2.2% | 7,064 | $750K |
| Independent Advisor Alliance | 0.01% | Reduce -5.7% | 7,055 | $749K |
| Canada Pension Plan Investment Board | 0.00% | Add +337.5% | 7,000 | $743K |
| Ar Asset Management Inc. | 0.14% | No change | 7,000 | $743K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -60.7% | 6,912 | $734K |
| Storebrand Asset Management As | 0.00% | Reduce -7.7% | 6,854 | $728K |
| Fairtree Asset Management (Pty) Ltd | 0.33% | No change | 6,708 | $712K |
| Jeppson Wealth Management, LLC | 0.22% | Reduce -0.4% | 6,708 | $712K |
| MSH Capital Advisors LLC | 0.15% | No change | 6,636 | $705K |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.8% | 6,606 | $702K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 6,581 | $699K |
| Ninety One UK Ltd | 0.00% | New | 6,565 | $697K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 6,499 | $690K |
| Krilogy Financial LLC | 0.02% | Reduce -1.4% | 6,261 | $689K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,411 | $681K |
| SlateStone Wealth, LLC | 0.06% | Add +6.8% | 6,405 | $680K |
| DRW Securities, LLC | 0.04% | Add +165.5% | 6,265 | $665K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.06% | Reduce -4.6% | 6,165 | $655K |
| Pinebridge Investments LLC | 0.01% | New | 6,152 | $653K |
| Revisor Wealth Management LLC | 0.18% | Reduce -0.6% | 6,049 | $641K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 5,998 | $637K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.9% | 5,912 | $628K |
| Atria Investments, Inc | 0.01% | Reduce -9.2% | 5,884 | $625K |
| Global X Japan Co., Ltd. | 0.03% | Add +2.6% | 5,867 | $623K |
| MQS Management LLC | 0.41% | New | 5,734 | $609K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -60.3% | 5,659 | $601K |
| HB Wealth Management, LLC | 0.00% | Add +23.7% | 5,557 | $590K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -4.5% | 5,474 | $585K |
| Swiss Life Asset Management Ltd | 0.00% | Add +25.5% | 5,281 | $561K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Add +0.3% | 4,858 | $530K |
| Allworth Financial LP | 0.00% | Add +30.1% | 4,867 | $517K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.4% | 4,805 | $510K |
| Prelude Capital Management, LLC | 0.04% | Add +133.7% | 4,790 | $509K |
| Mizuho Securities USA LLC | 0.01% | Reduce -17.0% | 4,746 | $504K |
| MML Investors Services, LLC | 0.00% | Reduce -13.4% | 4,679 | $497K |
| GAMMA Investing LLC | 0.02% | Add +37.7% | 4,678 | $497K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,603 | $489K |
| Vident Advisory, LLC | 0.00% | Reduce -22.3% | 4,592 | $488K |
| Stephens Inc. | 0.01% | Add +34.5% | 4,525 | $481K |
| Tidal Investments LLC | 0.00% | Add +103.3% | 4,533 | $477K |
| Hartford Investment Management Co. | 0.02% | No change | 4,481 | $476K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.2% | 4,395 | $467K |
| Frec Markets, Inc. | 0.08% | New | 4,371 | $464K |
| Abel Hall, LLC | 0.10% | Add +4.1% | 4,361 | $463K |
| Waddell & Associates, LLC | 0.03% | Add +44.8% | 4,311 | $458K |
| Morningstar Investment Management LLC | 0.03% | Reduce -6.4% | 4,265 | $453K |
| Apollon Wealth Management, LLC | 0.01% | Add +13.6% | 4,260 | $452K |
| Machina Capital S.A.S. | 0.09% | Reduce -73.4% | 4,223 | $449K |
| MAI Capital Management | 0.00% | Add +156.0% | 4,196 | $446K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.5% | 4,195 | $446K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,120 | $438K |
| DoubleLine ETF Adviser LP | 0.16% | Reduce -19.8% | 4,070 | $432K |
| Freestone Grove Partners LP | 0.00% | Reduce -98.5% | 4,065 | $432K |
| Creative Financial Designs Inc. | 0.03% | Add +403.6% | 4,059 | $431K |
| DNB Asset Management AS | 0.00% | New | 4,010 | $426K |
| Louisiana State Employees Retirement System | 0.01% | No change | 4,000 | $425K |
| Gateway Investment Advisers LLC | 0.00% | New | 3,978 | $423K |
| Ethic Inc. | 0.01% | Reduce -6.6% | 3,976 | $422K |
| Picton Mahoney Asset Management | 0.00% | New | 3,958 | $420K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,945 | $419K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.0% | 3,895 | $414K |
| Syon Capital LLC | 0.02% | Add +9.9% | 3,863 | $410K |
| Rothschild Investment LLC | 0.02% | Add +43.6% | 3,830 | $407K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.7% | 3,792 | $403K |
| Walleye Trading LLC | 0.01% | New | 3,790 | $403K |
| AlphaCore Capital LLC | 0.01% | Add +19.9% | 3,718 | $395K |
| Kera Capital Partners, Inc. | 0.05% | Add +26.2% | 3,685 | $391K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -10.2% | 3,685 | $391K |
| DGS Capital Management, LLC | 0.06% | Reduce -17.7% | 3,671 | $390K |
| National Wealth Management Group, LLC | 0.15% | New | 3,668 | $390K |
| New Mexico Educational Retirement Board | 0.01% | No change | 3,650 | $388K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -10.4% | 3,620 | $384K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,591 | $381K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,547 | $377K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -22.1% | 3,478 | $369K |
| Waverly Advisors, LLC | 0.00% | Add +22.3% | 3,367 | $358K |
| Strategy Asset Managers LLC | 0.06% | Add +9.3% | 3,320 | $353K |
| US Bancorp \de | 0.00% | Add +22.8% | 3,295 | $350K |
| Calamos Wealth Management LLC | 0.01% | New | 3,293 | $350K |
| Calamos Advisors LLC | 0.00% | New | 3,293 | $350K |
| Caerus Investment Advisors, LLC | 0.15% | Reduce -38.5% | 3,289 | $349K |
| Advisor Resource Council | 0.14% | Add +4.2% | 3,252 | $345K |
| MUFG Securities EMEA plc | 0.01% | No change | 3,222 | $342K |
| Passive Capital Management, LLC. | 0.10% | No change | 3,193 | $339K |
| Mackenzie Financial Corp. | 0.00% | Add +1.5% | 3,186 | $338K |
| Gen-Wealth Partners Inc | 0.11% | Add +1.6% | 3,178 | $338K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.0% | 3,093 | $329K |
| Certuity, LLC | 0.02% | New | 3,055 | $325K |
| Nomura Asset Management International Inc. | 0.00% | Reduce -0.4% | 3,056 | $324K |
| Rothschild Wealth LLC | 0.03% | Add +18.1% | 3,047 | $324K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.13% | Reduce -22.8% | 3,011 | $320K |
| Blair William & Co. | 0.00% | Add +8.6% | 2,998 | $318K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.3% | 2,979 | $316K |
| V-Square Quantitative Management LLC | 0.03% | Add +4.1% | 2,965 | $315K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -47.9% | 2,931 | $311K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,908 | $309K |
| RFG Advisory, LLC | 0.01% | Reduce -21.5% | 2,907 | $309K |
| Armstrong, Fleming & Moore, Inc | 0.13% | New | 2,890 | $307K |
| XML Financial, LLC | 0.02% | Add +10.4% | 2,855 | $303K |
| Sterling Capital Management LLC | 0.01% | Reduce -43.4% | 2,854 | $303K |
| Fiduciary Group, LLC | 0.03% | No change | 2,853 | $303K |
| Wealthspire Advisors, LLC | 0.00% | Add +12.5% | 2,853 | $303K |
| waypoint wealth counsel | 0.16% | Reduce -13.4% | 2,845 | $302K |
| Essential Partners LLC | 0.10% | Add +0.4% | 2,825 | $300K |
| CSS LLC | 0.05% | Reduce -0.3% | 2,810 | $298K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +18.8% | 2,756 | $293K |
| Monetary Management Group Inc. | 0.07% | No change | 2,750 | $292K |
| Praxis Investment Management Inc. | 0.02% | New | 2,749 | $292K |
| Credit Agricole S A | 0.00% | Reduce -75.7% | 2,737 | $291K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.1% | 2,722 | $289K |
| Ofi Invest Asset Management | 0.00% | Reduce -15.6% | 3,132 | $289K |
| Arax Advisory Partners | 0.01% | Add +28.6% | 2,705 | $287K |
| Sound Financial Strategies Group, LLC | 0.20% | Reduce -60.2% | 2,703 | $287K |
| Brooklyn Investment Group | 0.01% | New | 2,675 | $284K |
| Transcend Capital Advisors, LLC | 0.02% | Add +6.7% | 2,655 | $282K |
| KBC Group NV | 0.00% | No change | 2,626 | $279K |
| Keybank National Association | 0.00% | Add +6.8% | 2,561 | $272K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -7.0% | 2,545 | $270K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.2% | 2,512 | $267K |
| North Dakota State Investment Board | 0.01% | Reduce -15.2% | 2,487 | $264K |
| KCM Investment Advisors LLC | 0.01% | Reduce -7.5% | 2,473 | $263K |
| Hilltop Holdings Inc. | 0.02% | New | 2,450 | $260K |
| Sagewood Asset Management LP | 0.08% | Reduce -11.1% | 2,391 | $254K |
| Choreo, LLC | 0.00% | New | 2,346 | $249K |
| Patton Fund Management, Inc. | 0.04% | No change | 2,333 | $248K |
| Phocas Financial Corp. | 0.04% | Reduce -1.5% | 2,313 | $246K |
| GTS Securities LLC | 0.01% | New | 2,285 | $243K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +0.9% | 2,267 | $241K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.9% | 2,265 | $241K |
| Modera Wealth Management, LLC | 0.00% | Add +10.5% | 2,259 | $240K |
| Evoke Wealth, LLC | 0.00% | New | 2,251 | $239K |
| Clearstead Advisors, LLC | 0.00% | Add +307.9% | 2,231 | $237K |
| Parcion Private Wealth LLC | 0.01% | Reduce -8.9% | 2,218 | $236K |
| Loudon Investment Management, LLC | 0.13% | No change | 2,215 | $235K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -2.0% | 2,199 | $234K |
| EntryPoint Capital, LLC | 0.07% | No change | 2,188 | $232K |
| Huntington National Bank | 0.00% | Add +1543.6% | 2,186 | $232K |
| Powell Investment Advisors, LLC | 0.08% | No change | 2,183 | $232K |
| Earned Wealth Advisors, LLC | 0.02% | New | 2,174 | $231K |
| Mufg Securities Americas Inc. | 0.01% | Add +2.7% | 2,172 | $231K |
| Compound Planning, Inc. | 0.01% | New | 2,153 | $229K |
| Lafayette Investments, Inc. | 0.05% | No change | 2,150 | $228K |
| Cibc World Market Inc. | 0.00% | New | 2,143 | $228K |
| Savant Capital, LLC | 0.00% | New | 2,133 | $227K |
| Securian Asset Management, Inc. | 0.01% | No change | 2,095 | $223K |
| Montgomery Investment Management Inc. | 0.08% | New | 2,080 | $221K |
| Wealthfront Advisers LLC | 0.00% | New | 2,056 | $218K |
| Quarry LP | 0.04% | Add +74.6% | 2,027 | $215K |
| Olde Wealth Management, LLC | 0.07% | No change | 2,000 | $212K |
| Platform Technology Partners | 0.04% | New | 1,988 | $211K |
| CenterStar Asset Management, LLC | 0.20% | New | 1,973 | $210K |
| Equitable Holdings, Inc. | 0.00% | Reduce -6.2% | 1,953 | $207K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +20.6% | 1,949 | $207K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Reduce -94.4% | 1,947 | $207K |
| Brown Brothers Harriman & Co. | 0.00% | Add +54.0% | 1,943 | $206K |
| Panagora Asset Management Inc. | 0.00% | New | 1,927 | $205K |
| Lewis Asset Management, LLC | 0.08% | New | 1,925 | $204K |
| Versant Capital Management, Inc | 0.02% | Add +285.9% | 1,914 | $203K |
| Bfsg, LLC | 0.02% | No change | 1,873 | $199K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 1,758 | $187K |
| Parallel Advisors, LLC | 0.00% | Add +45.2% | 1,649 | $175K |
| CX Institutional | 0.01% | Reduce -6.2% | 1,562 | $166K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 1,527 | $162K |
| Mather Group, Llc. | 0.00% | New | 1,353 | $144K |
| Bessemer Group Inc. | 0.00% | Add +60.5% | 1,327 | $141K |
| Smartleaf Asset Management LLC | 0.01% | Add +13.7% | 1,319 | $138K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 1,394 | $136K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,251 | $133K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.7% | 1,240 | $132K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.1% | 1,157 | $123K |
| TD Waterhouse Canada Inc. | 0.00% | Add +65.8% | 1,058 | $112K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $107K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +3.5% | 923 | $98K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 890 | $95K |
| Contravisory Investment Management, Inc. | 0.02% | New | 761 | $81K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 732 | $78K |
| Quent Capital, LLC | 0.01% | Reduce -2.4% | 729 | $77K |
| Signaturefd, LLC | 0.00% | Reduce -28.0% | 658 | $70K |
| Hantz Financial Services, Inc. | 0.00% | Add +56.0% | 652 | $69K |
| Tema ETFs LLC | 0.00% | No change | 597 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.2% | 527 | $60K |
| Larson Financial Group LLC | 0.00% | Reduce -11.7% | 542 | $58K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 518 | $55K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -8.0% | 518 | $55K |
| True Wealth Design, LLC | 0.01% | Add +75.0% | 469 | $50K |
| Eastern Bank | 0.00% | No change | 450 | $48K |
| Parkside Financial Bank & Trust | 0.00% | Add +13.6% | 377 | $40K |
| SJS Investment Consulting Inc. | 0.00% | Add +72.4% | 362 | $38K |
| Advisory Services Network, LLC | 0.00% | New | 360 | $38K |
| Dagco, Inc. | 0.01% | No change | 350 | $37K |
| Delta Asset Management LLC | 0.00% | No change | 350 | $37K |
| Toth Financial Advisory Corp. | 0.00% | No change | 332 | $35K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.8% | 329 | $35K |
| Private Trust Co. NA | 0.00% | Reduce -3.0% | 322 | $34K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -28.0% | 306 | $33K |
| Hilltop National Bank | 0.01% | No change | 300 | $32K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -3.3% | 290 | $31K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +3.6% | 288 | $31K |
| Anchor Investment Management, LLC | 0.00% | No change | 270 | $29K |
| New Age Alpha Advisors, LLC | 0.00% | Add +38.7% | 258 | $27K |
| Cromwell Holdings LLC | 0.01% | No change | 240 | $25K |
| Montag A & Associates Inc. | 0.00% | No change | 240 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.4% | 225 | $24K |
| Root Financial Partners, LLC | 0.00% | Add +4220.0% | 216 | $23K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -0.5% | 214 | $23K |
| Cohen & Steers, Inc. | 0.00% | No change | 205 | $22K |
| Activest Wealth Management | 0.00% | Add +0.5% | 200 | $21K |
| Itau Unibanco Holding S.A. | 0.00% | New | 199 | $21K |
| Hughes Financial Services, LLC | 0.00% | New | 185 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 168 | $18K |
| Smithfield Trust Co | 0.00% | No change | 150 | $16K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Reduce -89.3% | 143 | $15K |
| Pflug Koory, LLC | 0.01% | No change | 138 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 134 | $14K |
| Zions Bancorporation, National Association | 0.00% | No change | 132 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 129 | $14K |
| Ancora Advisors LLC | 0.00% | Reduce -58.1% | 126 | $13K |
| Assetmark, Inc. | 0.00% | Add +55.7% | 123 | $13K |
| Wealth Preservation Advisors, LLC | 0.01% | New | 117 | $12K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +67.1% | 117 | $12K |
| Dogwood Wealth Management LLC | 0.00% | Add +10.9% | 102 | $11K |
| Dynamic Wealth Strategies, LLC | 0.01% | Reduce -35.9% | 100 | $11K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | No change | 97 | $10K |
| GW&K Investment Management, LLC | 0.00% | No change | 93 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 85 | $9K |
| Highline Wealth Partners LLC | 0.00% | New | 75 | $8K |
| 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 |
| Owl Creek Wealth Partners LLC | 0.00% | — | 57 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 56 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +103.7% | 55 | $6K |
| Sachetta, LLC | 0.00% | Add +134.8% | 54 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 47 | $5K |
| Truvestments Capital LLC | 0.00% | New | 45 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 40 | $4K |
| Ares Financial Consulting, LLC | 0.00% | No change | 33 | $4K |
| Grove Bank & Trust | 0.00% | No change | 31 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 30 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 29 | $3K |
| MV Capital Management, Inc. | 0.00% | No change | 29 | $3K |
| Spire Wealth Management | 0.00% | Reduce -83.1% | 29 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +38.1% | 29 | $3K |
| Covestor Ltd | 0.00% | Add +416.7% | 31 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 31 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +271.4% | 26 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 26 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 23 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 21 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 20 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $2K |
| Elequin Capital, LP | 0.00% | Reduce -52.6% | 18 | $2K |
| MidFirst Bank | 0.00% | New | 18 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 17 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 15 | $2K |
| Clayton Financial Group LLC | 0.00% | Add +40.0% | 14 | $1K |
| Summit Securities Group LLC | 0.00% | Reduce -88.9% | 13 | $1K |
| Burk Holdings LLC | 0.00% | New | 13 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 11 | $1K |
| Arlington Trust Co LLC | 0.00% | New | 11 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 10 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -65.5% | 10 | $1K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 10 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 10 | $1K |
| Basepoint Wealth LLC | 0.00% | Add +11.1% | 10 | $1K |
| Avion Wealth | 0.00% | No change | 16 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 8 | $850 |
| Synergy Investment Management, LLC | 0.00% | New | 8 | $850 |
| Golden State Wealth Management, LLC | 0.00% | No change | 8 | $850 |
| TFC Financial Management, Inc. | 0.00% | No change | 8 | $850 |
| Signature Equity Partners, LLC | 0.00% | No change | 8 | $820 |
| Clark Wealth Partners | 0.00% | Add +75.0% | 7 | $744 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +133.3% | 7 | $744 |
| Elevation Wealth Partners, LLC | 0.00% | New | 5 | $532 |
| City State Bank | 0.00% | No change | 5 | $531 |
| JPL Wealth Management, LLC | 0.00% | New | 4 | $425 |
| Caitlin John, LLC | 0.00% | No change | 4 | $382 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $319 |
| Tidemark, LLC | 0.00% | New | 3 | $319 |
| American Capital Advisory, LLC | 0.00% | No change | 2 | $213 |
| Colonial Trust Co / SC | 0.00% | No change | 2 | $212 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $107 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $106 |
| Silicon Valley Capital Partners | 0.00% | New | 1 | $106 |
| Napier Financial, LLC | 0.00% | New | 1 | $106 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 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.