Federal Realty Invs TrustFRT
13F holders, Q2 2026 (June 30)621holders +63
107new positions
47sold out
8famous investors
$123.48avg. 13F price*
At the end of Q2 2026, 621 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings, up 63 from Q1 2026. 107 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($885.7M) and State Street Corp. ($783.9M). 8 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 Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $314.0M |
| Exits | 47 | $155.9M |
All 13F filers, Q1 2026 → Q2 2026: 10,027,923 shares bought and 8,141,300 shares sold, net +1,886,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 621 holders
| BlackRock, Inc. | 0.02% | Add +17.5% | 10,151,866 | $1.3B |
| Vanguard Portfolio Management LLC | 0.04% | Reduce -1.5% | 7,174,812 | $885.7M |
| State Street Corp. | 0.02% | Reduce -0.5% | 6,350,252 | $783.9M |
| Norges Bank | 0.07% | — | 5,594,536 | $690.6M |
| Vanguard Capital Management LLC | 0.01% | Add +0.5% | 5,406,602 | $667.4M |
| Resolution Capital Ltd | 7.19% | Reduce -13.1% | 3,167,773 | $391.0M |
| Invesco Ltd. | 0.02% | Reduce -5.6% | 2,537,702 | $313.3M |
| AQR Capital Management | 0.11% | Add +19.0% | 2,529,007 | $312.2M |
| Geode Capital Management, LLC | 0.02% | Add +1.8% | 2,332,621 | $287.5M |
| T. Rowe Price Associates Inc. | 0.02% | Add +120.7% | 1,792,044 | $221.2M |
| Northern Trust Corp. | 0.02% | Add +1.5% | 1,658,404 | $204.7M |
| JPMorgan Chase & Co. | 0.01% | Add +45.1% | 1,520,856 | $191.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.0% | 1,535,361 | $189.5M |
| ProShare Advisors LLC | 0.26% | Reduce -10.1% | 1,463,951 | $180.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.1% | 1,285,647 | $158.7M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -8.4% | 922,123 | $121.2M |
| Morgan Stanley | 0.01% | Reduce -17.1% | 886,098 | $109.4M |
| Wells Fargo & Company | 0.02% | Reduce -1.1% | 854,603 | $105.5M |
| Ameriprise Financial Inc. | 0.02% | Add +174.7% | 874,763 | $104.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.1% | 753,975 | $93.1M |
| FMR LLC | 0.00% | Reduce -44.3% | 715,033 | $88.3M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 683,187 | $84.3M |
| Nuveen, LLC | 0.02% | Reduce -34.2% | 666,635 | $82.3M |
| Legal & General Group Plc | 0.02% | Reduce -8.9% | 643,199 | $79.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | New | 564,681 | $69.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +12615.2% | 558,833 | $69.0M |
| Bank of America Corp. | 0.00% | Add +8.4% | 552,107 | $68.2M |
| Quantinno Capital Management LP | 0.08% | Add +58.5% | 551,755 | $68.1M |
| Wellington Management Group LLP | 0.01% | New | 484,702 | $59.8M |
| Nomura Asset Management Co. Ltd. | 0.12% | Reduce -6.3% | 464,010 | $57.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -0.0% | 448,206 | $55.3M |
| Vest Financial, LLC | 0.57% | Reduce -13.5% | 436,952 | $53.9M |
| Two Sigma Investments, LP | 0.04% | Add +63.0% | 379,633 | $46.9M |
| Victory Capital Management Inc. | 0.03% | Add +2.6% | 376,670 | $46.5M |
| Deutsche Bank AG | 0.01% | Reduce -11.0% | 359,357 | $44.4M |
| CBRE Investment Management Listed Real Assets LLC | 0.61% | Add +101.2% | 351,830 | $43.4M |
| First Trust Advisors LP | 0.03% | Reduce -8.4% | 350,065 | $43.2M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Reduce -23.2% | 349,419 | $43.1M |
| Sei Investments Co. | 0.04% | Reduce -14.6% | 342,268 | $42.2M |
| Citigroup Inc. | 0.02% | Add +4.6% | 314,211 | $38.8M |
| Citadel Advisors | 0.02% | Add +1324.2% | 310,169 | $38.3M |
| UBS Group AG | 0.01% | Reduce -26.0% | 302,367 | $37.3M |
| Gotham Asset Management | 0.09% | Add +31.7% | 298,343 | $36.8M |
| Bank of Montreal | 0.01% | Add +3.7% | 287,966 | $35.5M |
| HSBC Holdings PLC | 0.02% | Add +3.4% | 281,858 | $34.9M |
| Curi Capital, LLC | 0.53% | Reduce -1.9% | 275,653 | $34.0M |
| Woodline Partners LP | 0.10% | Reduce -30.2% | 274,728 | $33.9M |
| Private Management Group Inc. | 0.89% | Reduce -0.8% | 274,696 | $33.9M |
| Royal Bank of Canada | 0.01% | Add +20.8% | 274,067 | $33.8M |
| APG Asset Management US Inc. | 0.23% | Reduce -1.3% | 269,876 | $32.5M |
| Raymond James Financial Inc. | 0.01% | Add +72.1% | 251,873 | $31.1M |
| Schroder Investment Management Group | 0.02% | Reduce -9.3% | 246,385 | $30.9M |
| Mackenzie Financial Corp. | 0.03% | Add +7415.3% | 239,436 | $29.6M |
| Russell Investments Group, Ltd. | 0.03% | Add +117.4% | 235,395 | $29.1M |
| D. E. Shaw & Co. | 0.02% | New | 225,888 | $27.9M |
| Adelante Capital Management LLC | 1.81% | New | 222,622 | $27.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.7% | 209,045 | $25.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +2.4% | 206,649 | $25.5M |
| Pacific Heights Asset Management LLC | 0.78% | No change | 200,000 | $24.7M |
| Westwood Holdings Group Inc. | 0.18% | Reduce -10.9% | 195,907 | $24.2M |
| BNP Paribas Financial Markets | 0.01% | Add +10.5% | 194,525 | $24.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +58.5% | 193,111 | $23.8M |
| California Public Employees Retirement System | 0.01% | Add +0.6% | 181,761 | $22.4M |
| RWC Asset Management LLP | 0.90% | Add +1.9% | 175,377 | $21.6M |
| State of Tennessee, Department of Treasury | 0.06% | Add +6.0% | 171,271 | $21.1M |
| Barclays PLC | 0.01% | Add +5.5% | 170,933 | $21.1M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -2.0% | 162,154 | $20.0M |
| UniSuper Management Pty Ltd | 0.10% | Add +406.6% | 161,601 | $19.9M |
| Marshall Wace, LLP | 0.02% | Reduce -59.5% | 159,961 | $19.7M |
| Rhumbline Advisers | 0.01% | Reduce -5.7% | 158,523 | $19.6M |
| Swiss National Bank | 0.01% | Reduce -3.9% | 155,800 | $19.2M |
| CIBC Asset Management Inc | 0.04% | Add +11.1% | 154,341 | $19.1M |
| Amundi | 0.00% | Reduce -10.1% | 151,896 | $18.8M |
| Jain Global LLC | 0.24% | Add +0.6% | 151,787 | $18.7M |
| MetLife Investment Management, LLC | 0.08% | Reduce -23.9% | 148,600 | $18.3M |
| Principal Financial Group Inc. | 0.01% | Add +19.4% | 148,354 | $18.3M |
| Mizuho Markets Americas LLC | 0.33% | Add +12.2% | 147,617 | $18.2M |
| SG Americas Securities, LLC | 0.01% | New | 138,244 | $17.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +45.9% | 137,397 | $17.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -70.2% | 130,628 | $16.1M |
| Nordea Investment Management AB | 0.01% | Reduce -4.5% | 129,096 | $16.0M |
| Truist Financial Corp. | 0.02% | Add +2.9% | 127,901 | $15.8M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -0.4% | 125,358 | $15.5M |
| Asset Management One Co., Ltd. | 0.04% | Add +1.9% | 123,871 | $15.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -21.4% | 119,750 | $14.8M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.7% | 117,018 | $14.4M |
| Ieq Capital, LLC | 0.07% | Reduce -7.4% | 114,715 | $14.2M |
| Renaissance Technologies | 0.02% | Add +694.4% | 113,600 | $14.0M |
| Creative Planning | 0.01% | Add +16.9% | 111,368 | $13.7M |
| Mariner, LLC | 0.01% | Add +13.5% | 108,798 | $13.4M |
| Cerity Partners LLC | 0.02% | Add +7.5% | 108,188 | $13.4M |
| Centersquare Investment Management LLC | 0.11% | Reduce -69.3% | 106,401 | $13.1M |
| Meiji Yasuda Asset Management Co Ltd. | 0.57% | Reduce -1.4% | 102,685 | $12.7M |
| Fisher Asset Management | 0.00% | Add +47.5% | 101,290 | $12.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 115,561 | $12.3M |
| American Century Companies Inc. | 0.01% | Add +172.3% | 99,405 | $12.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +40.9% | 96,338 | $11.9M |
| Acadian Asset Management LLC | 0.01% | New | 95,034 | $11.7M |
| Bank of Nova Scotia | 0.02% | Reduce -26.9% | 93,953 | $11.6M |
| Allianz Asset Management GmbH | 0.01% | Add +9.8% | 91,690 | $11.3M |
| Blue Sparrow, LLC | 0.11% | No change | 90,950 | $11.2M |
| Frontier Capital Management Co. LLC | 0.10% | New | 90,572 | $11.2M |
| California State Teachers Retirement System | 0.01% | Reduce -5.4% | 90,479 | $11.2M |
| Franklin Resources Inc. | 0.00% | Add +154.9% | 88,567 | $10.9M |
| Prudential Financial Inc. | 0.01% | Add +65.5% | 87,277 | $10.8M |
| Cresset Asset Management, LLC | 0.04% | Add +9.8% | 85,753 | $10.6M |
| LPL Financial LLC | 0.00% | Add +7.8% | 83,606 | $10.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +46.2% | 83,304 | $10.3M |
| Yousif Capital Management, LLC | 0.11% | Add +3.1% | 82,508 | $10.2M |
| Verition Fund Management LLC | 0.08% | Add +21.2% | 81,465 | $10.1M |
| Chilton Capital Management LLC | 0.31% | New | 79,790 | $9.8M |
| Hazelview Securities Inc. | 1.36% | Reduce -51.9% | 80,690 | $9.8M |
| Stifel Financial Corp. | 0.01% | Add +4.0% | 78,993 | $9.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +14.5% | 78,494 | $9.7M |
| Vanguard Investments Australia, Ltd. | 0.02% | Add +1.1% | 77,852 | $9.6M |
| STRS Ohio | 0.04% | Reduce -26.9% | 77,587 | $9.6M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 76,223 | $9.4M |
| PGGM Investments | 0.23% | Reduce -90.6% | 76,064 | $9.4M |
| Masterton Capital Management, LP | 7.87% | Reduce -56.6% | 75,246 | $9.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +1.3% | 75,066 | $9.3M |
| Jane Street Group, LLC | 0.01% | New | 74,270 | $9.2M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -51.2% | 71,500 | $8.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +10.7% | 68,038 | $8.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.8% | 67,679 | $8.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +2.2% | 65,737 | $8.1M |
| New York State Teachers Retirement System | 0.01% | Add +13.0% | 65,184 | $8.0M |
| Heitman Real Estate Securities LLC | 0.51% | Reduce -59.6% | 64,151 | $7.9M |
| Panagora Asset Management Inc. | 0.02% | Add +3089.3% | 61,458 | $7.6M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.3% | 60,300 | $7.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.06% | New | 58,504 | $7.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -17.3% | 58,188 | $7.2M |
| Focus Partners Wealth | 0.01% | Add +29.7% | 56,359 | $7.0M |
| Squarepoint Ops LLC | 0.01% | Add +96.1% | 56,191 | $6.9M |
| Prevail Innovative Wealth Advisors, LLC | 1.02% | Add +7.9% | 55,595 | $6.9M |
| National Bank of Canada | 0.01% | Add +28.7% | 54,864 | $6.8M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -2.5% | 54,020 | $6.8M |
| Intact Investment Management Inc. | 0.19% | Reduce -15.2% | 53,500 | $6.6M |
| Macquarie Group Ltd. | 0.03% | Add +7.3% | 51,525 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +8.7% | 51,422 | $6.3M |
| Van Eck Associates Corp. | 0.00% | Reduce -0.8% | 51,202 | $6.3M |
| JB Capital LLC | 0.22% | Add +8.3% | 50,805 | $6.3M |
| State of Alaska, Department of Revenue | 0.06% | Add +0.3% | 50,434 | $6.2M |
| FIL Ltd | 0.00% | Add +3.6% | 48,640 | $6.0M |
| Kinloch Capital, LLC | 2.05% | Add +3.2% | 45,415 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +39.2% | 44,003 | $5.5M |
| Guggenheim Capital LLC | 0.04% | Reduce -20.1% | 44,213 | $5.5M |
| Jupiter Topco LLC | 0.00% | — | 44,071 | $5.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.2% | 43,563 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +27.6% | 51,760 | $5.4M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Reduce -64.6% | 42,226 | $5.2M |
| Aberdeen Group plc | 0.01% | Add +5.0% | 41,161 | $5.1M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -2.5% | 40,967 | $5.1M |
| Vert Asset Management LLC | 1.37% | Add +2.0% | 40,678 | $5.0M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -1.8% | 38,617 | $4.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +5.6% | 38,294 | $4.7M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -17.8% | 37,667 | $4.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.45% | No change | 36,888 | $4.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.2% | 36,476 | $4.5M |
| Lighthouse Investment Partners, LLC | 0.14% | Reduce -72.7% | 36,309 | $4.5M |
| Landscape Capital Management, L.L.C. | 0.29% | New | 36,255 | $4.5M |
| 1832 Asset Management L.P. | 0.01% | Reduce -9.2% | 35,450 | $4.4M |
| New Insight Wealth Advisors | 1.22% | Reduce -1.3% | 33,641 | $4.2M |
| Argonautica Private Wealth Management, Inc. | 1.01% | Reduce -3.9% | 33,577 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +11.3% | 33,336 | $4.1M |
| Point72 Asset Management | 0.01% | New | 32,911 | $4.1M |
| Trillium Asset Management, LLC | 0.12% | Add +11.9% | 32,370 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 32,112 | $4.0M |
| Entropy Technologies, LP | 0.16% | Add +37.0% | 31,682 | $3.9M |
| &partners | 0.02% | Add +185.3% | 31,537 | $3.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +1.7% | 31,182 | $3.8M |
| Vanguard National Trust Co | 0.21% | No change | 30,530 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | Add +41.5% | 30,502 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +66.7% | 30,027 | $3.7M |
| NEOS Investment Management LLC | 0.01% | Add +18.7% | 29,907 | $3.7M |
| Farmers & Merchants Investments Inc. | 0.09% | Add +3.0% | 29,594 | $3.7M |
| Carrera Capital Advisors | 0.54% | New | 29,412 | $3.6M |
| Toronto Dominion Bank | 0.01% | Add +2.9% | 29,338 | $3.6M |
| Nomura Holdings Inc. | 0.01% | Add +148.4% | 28,406 | $3.5M |
| Vident Advisory, LLC | 0.03% | Add +511.6% | 28,086 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | Add +149.6% | 28,063 | $3.5M |
| Stance Capital LLC | 1.04% | New | 27,732 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -2.4% | 27,596 | $3.4M |
| Engineers Gate Manager LP | 0.04% | New | 27,136 | $3.3M |
| Quadrature Capital Ltd | 0.03% | New | 26,276 | $3.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 25,600 | $3.2M |
| Oak Thistle LLC | 0.28% | Reduce -20.8% | 23,506 | $2.9M |
| Hennessy Advisors Inc. | 0.09% | New | 23,419 | $2.9M |
| Fifth Third Bancorp | 0.00% | Reduce -3.5% | 23,356 | $2.9M |
| Natixis Advisors, LLC | 0.00% | Add +13.3% | 23,284 | $2.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.2% | 23,462 | $2.9M |
| XTX Topco Ltd | 0.04% | New | 22,965 | $2.8M |
| Machina Capital S.A.S. | 0.45% | Add +440.7% | 22,835 | $2.8M |
| Tudor Investment Corporation | 0.01% | New | 22,710 | $2.8M |
| Public Sector Pension Investment Board | 0.01% | Add +0.7% | 22,491 | $2.8M |
| Czech National Bank | 0.02% | Add +4.7% | 22,377 | $2.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +6.7% | 21,955 | $2.7M |
| Metis Global Partners, LLC | 0.06% | Reduce -0.5% | 21,928 | $2.7M |
| Arizona State Retirement System | 0.01% | Reduce -4.8% | 21,426 | $2.6M |
| New York Life Investment Management LLC | 0.02% | Add +2.5% | 20,941 | $2.6M |
| Allstate Corp. | 0.03% | Add +4.0% | 20,637 | $2.5M |
| State of Michigan Retirement System | 0.01% | Reduce -1.9% | 20,124 | $2.5M |
| Diversified Trust Co. | 0.04% | New | 19,220 | $2.4M |
| IMC-Chicago, LLC | 0.02% | Add +150.6% | 18,757 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.1% | 18,677 | $2.3M |
| Xcel Wealth Management, LLC | 0.55% | Reduce -27.1% | 18,179 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | No change | 18,000 | $2.2M |
| Pathway Financial Advisers, LLC | 0.55% | Add +7.7% | 17,650 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +9.7% | 17,532 | $2.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +1844.6% | 17,307 | $2.1M |
| Bokf, NA | 0.03% | Add +0.5% | 17,220 | $2.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.6% | 16,859 | $2.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 19,491 | $2.1M |
| Brown Advisory Inc. | 0.00% | Reduce -1.1% | 16,654 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -3.3% | 16,650 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +56.2% | 16,238 | $2.0M |
| AlTi Global, Inc. | 0.04% | Reduce -0.0% | 16,232 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +7.0% | 16,166 | $2.0M |
| TD Asset Management Inc | 0.00% | Add +18.1% | 15,883 | $2.0M |
| GeoWealth Management, LLC | 0.06% | Add +37.3% | 15,660 | $1.9M |
| Mattern Capital Management, LLC | 0.23% | Reduce -71.3% | 15,624 | $1.9M |
| GRS Advisors, LLC | 0.16% | Reduce -97.8% | 15,479 | $1.9M |
| Lasalle Investment Management Securities LLC | 0.07% | Reduce -95.6% | 15,464 | $1.9M |
| Vestcor Inc | 0.05% | Reduce -5.2% | 15,297 | $1.9M |
| Natixis | 0.01% | Reduce -18.7% | 15,017 | $1.9M |
| Sigma Planning Corp | 0.05% | Add +0.0% | 14,794 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +23.4% | 14,726 | $1.8M |
| Erste Asset Management GmbH | 0.01% | Add +7.5% | 14,300 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +17.0% | 14,521 | $1.8M |
| Amalgamated Bank | 0.01% | Reduce -3.3% | 14,137 | $1.7M |
| IFM Investors Pty Ltd | 0.01% | Add +0.7% | 14,090 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +138.8% | 14,053 | $1.7M |
| Kesler, Norman & Wride, LLC | 0.26% | Reduce -3.3% | 13,206 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -11.9% | 13,107 | $1.6M |
| Utah Retirement Systems | 0.02% | Reduce -6.7% | 12,999 | $1.6M |
| Arax Advisory Partners | 0.01% | Add +375.4% | 12,861 | $1.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -67.7% | 12,800 | $1.6M |
| Brighton Jones LLC | 0.03% | Add +3.7% | 12,604 | $1.6M |
| Uniplan Investment Counsel, Inc. | 0.15% | New | 12,582 | $1.6M |
| Inceptionr LLC | 0.38% | New | 12,609 | $1.5M |
| Pinebridge Investments LLC | 0.01% | Add +102.4% | 12,452 | $1.5M |
| Inspire Investing, LLC | 0.06% | Add +73.4% | 12,292 | $1.5M |
| Marshall Financial Group, LLC | 0.22% | Add +8.3% | 12,249 | $1.5M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -1.9% | 12,247 | $1.5M |
| Horizon Investments, LLC | 0.02% | Add +1.0% | 12,325 | $1.5M |
| HUB Investment Partners, LLC | 0.03% | Add +19.4% | 12,184 | $1.5M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -24.2% | 12,162 | $1.5M |
| Edgestream Partners, L.P. | 0.04% | New | 12,146 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Add +37.6% | 11,849 | $1.5M |
| Xponance LLC | 0.01% | Add +1.1% | 11,859 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +5.9% | 11,805 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.0% | 11,586 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +13.0% | 11,681 | $1.4M |
| Blackhawk Capital Partners, LLC | 0.45% | Reduce -24.6% | 11,269 | $1.4M |
| Nomura Asset Management International Inc. | 0.00% | Add +267.8% | 11,240 | $1.4M |
| SummitTX Capital, L.P. | 0.04% | New | 11,093 | $1.4M |
| PFW Advisors LLC | 0.38% | Reduce -3.1% | 10,623 | $1.3M |
| Abc Arbitrage SA | 0.14% | New | 10,296 | $1.3M |
| Knights of Columbus Asset Advisors LLC | 0.06% | No change | 10,147 | $1.3M |
| Employees Retirement System of Texas | 0.01% | New | 10,138 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.4% | 10,083 | $1.2M |
| Atom Investors LP | 0.11% | Reduce -77.0% | 9,854 | $1.2M |
| Rafferty Asset Management, LLC | 0.00% | Add +26.7% | 9,787 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Add +28.3% | 9,760 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +3.8% | 9,708 | $1.2M |
| Contravisory Investment Management, Inc. | 0.21% | Add +1175.7% | 9,708 | $1.2M |
| Spirit of America Management Corp. | 0.23% | No change | 9,700 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +7.8% | 9,679 | $1.2M |
| ING Groep NV | 0.01% | Reduce -4.5% | 9,666 | $1.2M |
| Empire Financial Management Company, LLC | 0.47% | Add +1.3% | 9,652 | $1.2M |
| Sivia Capital Partners, LLC | 0.14% | Add +33.1% | 9,525 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 9,485 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -0.1% | 9,424 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +9.2% | 9,354 | $1.2M |
| Vanderbilt University | 0.16% | New | 9,240 | $1.1M |
| Boothbay Fund Management, LLC | 0.02% | Reduce -93.9% | 9,129 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | New | 9,116 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -0.6% | 9,105 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -13.9% | 8,917 | $1.1M |
| Fortis Capital Advisors, LLC | 0.12% | New | 8,639 | $1.1M |
| Belpointe Asset Management LLC | 0.03% | New | 8,639 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -26.8% | 8,634 | $1.1M |
| Norinchukin Bank, The | 0.01% | Reduce -0.8% | 8,539 | $1.1M |
| Bull Harbor Capital LLC | 0.20% | Add +12.3% | 8,499 | $1.0M |
| Rothschild Investment LLC | 0.04% | Add +120.4% | 8,440 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +5.5% | 8,292 | $1.0M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.1% | 8,170 | $1.0M |
| Groupama Asset Managment | 0.01% | No change | 7,908 | $992K |
| NewEdge Wealth, LLC | 0.01% | Add +20.5% | 7,960 | $983K |
| Fort Point Capital Partners LLC | 0.10% | Reduce -1.5% | 7,911 | $977K |
| Swiss Life Asset Management Ltd | 0.00% | Add +48.1% | 7,823 | $966K |
| NorthRock Partners, LLC | 0.01% | Reduce -18.0% | 7,802 | $963K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 7,707 | $951K |
| MAI Capital Management | 0.00% | Add +83.2% | 7,685 | $949K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -20.3% | 7,384 | $912K |
| Burke & Herbert Bank & Trust Co. | 0.22% | No change | 7,335 | $905K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -19.3% | 7,204 | $889K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +34.5% | 7,361 | $889K |
| Frec Markets, Inc. | 0.08% | Add +63.6% | 7,150 | $883K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.4% | 7,067 | $872K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.8% | 7,038 | $869K |
| Ar Asset Management Inc. | 0.16% | No change | 7,000 | $864K |
| Sanctuary Advisors, LLC | 0.00% | Add +45.6% | 6,994 | $863K |
| Independent Advisor Alliance | 0.02% | Reduce -1.4% | 6,958 | $859K |
| MSH Capital Advisors LLC | 0.15% | Add +4.0% | 6,901 | $852K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -8.0% | 6,896 | $851K |
| Gateway Investment Advisers LLC | 0.01% | Add +69.8% | 6,754 | $834K |
| Benjamin Edwards Inc. | 0.01% | Reduce -14.1% | 6,711 | $828K |
| Fairtree Asset Management (Pty) Ltd | 0.32% | No change | 6,708 | $828K |
| Jeppson Wealth Management, LLC | 0.24% | No change | 6,708 | $828K |
| NewEdge Advisors, LLC | 0.00% | Add +13.2% | 6,690 | $826K |
| SlateStone Wealth, LLC | 0.06% | Add +2.3% | 6,555 | $809K |
| Evolve Private Wealth, LLC | 0.05% | Reduce -7.7% | 6,518 | $805K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,411 | $791K |
| Revisor Wealth Management LLC | 0.18% | Add +2.4% | 6,196 | $765K |
| Pacer Advisors, Inc. | 0.00% | Reduce -48.6% | 6,179 | $763K |
| MML Investors Services, LLC | 0.00% | Add +31.8% | 6,169 | $762K |
| Mizuho Securities USA LLC | 0.01% | Add +29.7% | 6,155 | $760K |
| Global Retirement Partners, LLC | 0.01% | — | 6,122 | $756K |
| HB Wealth Management, LLC | 0.00% | Add +8.7% | 6,039 | $745K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 5,998 | $740K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 5,890 | $727K |
| Krilogy Financial LLC | 0.02% | Reduce -7.8% | 5,775 | $713K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.06% | Reduce -7.7% | 5,692 | $703K |
| Allworth Financial LP | 0.00% | Add +14.1% | 5,554 | $686K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +56.1% | 5,537 | $683K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -2.7% | 5,506 | $680K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Add +12.1% | 5,445 | $672K |
| Kera Capital Partners, Inc. | 0.06% | Add +45.9% | 5,375 | $663K |
| Global X Japan Co., Ltd. | 0.02% | Reduce -9.5% | 5,310 | $655K |
| West Family Investments, Inc. | 0.18% | New | 5,167 | $638K |
| Ascentis Wealth Management, LLC | 0.11% | New | 5,138 | $634K |
| AlphaCore Capital LLC | 0.01% | Add +36.6% | 5,078 | $627K |
| Stephens Inc. | 0.01% | Add +12.2% | 5,077 | $627K |
| GAMMA Investing LLC | 0.02% | Add +8.0% | 5,051 | $623K |
| Global Financial Private Client, LLC | 0.17% | New | 4,987 | $616K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -89.1% | 4,915 | $607K |
| Apollon Wealth Management, LLC | 0.01% | Add +13.4% | 4,831 | $596K |
| Waddell & Associates, LLC | 0.03% | Add +11.6% | 4,809 | $594K |
| Syon Capital LLC | 0.03% | Add +24.3% | 4,803 | $593K |
| Baker Avenue Asset Management, LP | 0.01% | Add +62.2% | 4,717 | $582K |
| Private Advisor Group, LLC | 0.00% | Add +10.3% | 4,627 | $571K |
| Maryland State Retirement & Pension System | 0.01% | Add +17.1% | 4,620 | $570K |
| Stonebridge Financial Group, LLC | 0.08% | — | 4,598 | $567K |
| Mission Wealth Management, LP | 0.01% | New | 4,468 | $552K |
| Hartford Investment Management Co. | 0.02% | Reduce -3.9% | 4,308 | $532K |
| Tidal Investments LLC | 0.00% | Reduce -5.8% | 4,271 | $523K |
| Ninety One UK Ltd | 0.00% | Reduce -35.6% | 4,227 | $522K |
| AlphaGrep UK Ltd | 0.16% | New | 4,159 | $513K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -60.7% | 4,139 | $511K |
| Advisor Resource Council | 0.17% | Add +29.2% | 4,203 | $507K |
| Creative Financial Designs Inc. | 0.02% | Add +1.0% | 4,101 | $506K |
| Waterloo Capital, L.P. | 0.03% | New | 4,084 | $504K |
| MQS Management LLC | 0.61% | Reduce -29.6% | 4,037 | $498K |
| Blair William & Co. | 0.00% | Add +34.6% | 4,034 | $498K |
| DNB Asset Management AS | 0.00% | No change | 4,010 | $495K |
| Louisiana State Employees Retirement System | 0.01% | No change | 4,000 | $494K |
| Equitable Holdings, Inc. | 0.00% | Add +104.7% | 3,997 | $493K |
| Wagner Wealth Management, Corp | 0.40% | New | 3,976 | $491K |
| Ethic Inc. | 0.01% | Reduce -0.1% | 3,972 | $490K |
| New Mexico Educational Retirement Board | 0.01% | Add +8.2% | 3,950 | $488K |
| NovaPoint Capital, LLC | 0.10% | New | 3,898 | $481K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.9% | 3,859 | $476K |
| Certuity, LLC | 0.02% | Add +25.1% | 3,822 | $472K |
| Waverly Advisors, LLC | 0.00% | Add +13.4% | 3,820 | $472K |
| Pallas Capital Advisors LLC | 0.01% | Add +4.0% | 3,763 | $465K |
| Picton Mahoney Asset Management | 0.00% | Reduce -6.7% | 3,692 | $456K |
| Morningstar Investment Management LLC | 0.03% | No change | 4,265 | $453K |
| State of Wyoming | 0.05% | New | 3,647 | $450K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,591 | $443K |
| Caerus Investment Advisors, LLC | 0.15% | Add +6.8% | 3,514 | $434K |
| CSS LLC | 0.06% | Add +24.6% | 3,500 | $432K |
| Glenmede Trust Co. NA | 0.00% | Reduce -8.0% | 3,490 | $431K |
| DoubleLine ETF Adviser LP | 0.18% | Reduce -14.6% | 3,474 | $429K |
| Strategy Asset Managers LLC | 0.06% | Add +3.0% | 3,420 | $422K |
| National Wealth Management Group, LLC | 0.13% | Reduce -7.1% | 3,406 | $420K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -7.9% | 3,394 | $419K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.15% | Add +11.4% | 3,353 | $414K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,291 | $406K |
| Eddie Patel Inc | 0.24% | New | 3,288 | $406K |
| Transcend Capital Advisors, LLC | 0.03% | Add +23.7% | 3,285 | $406K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -20.6% | 3,271 | $404K |
| Rothschild Wealth LLC | 0.03% | Add +6.9% | 3,256 | $402K |
| Choreo, LLC | 0.00% | Add +37.4% | 3,224 | $398K |
| Credit Agricole S A | 0.00% | Add +16.7% | 3,193 | $394K |
| Vise Technologies, Inc. | 0.00% | New | 3,180 | $393K |
| Bayforest Capital Ltd | 0.36% | New | 3,170 | $391K |
| DRW Securities, LLC | 0.02% | Reduce -49.5% | 3,163 | $390K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -98.0% | 3,089 | $381K |
| MUFG Securities EMEA plc | 0.00% | Reduce -4.6% | 3,074 | $379K |
| Axq Capital, LP | 0.04% | New | 3,066 | $378K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.4% | 3,049 | $377K |
| Polymer Capital Management (US) LLC | 0.06% | Reduce -77.6% | 3,044 | $376K |
| Coppell Advisory Solutions LLC | 0.03% | New | 1,543 | $369K |
| Essential Partners LLC | 0.17% | Add +5.6% | 2,984 | $368K |
| HCR Wealth Advisors | 0.03% | New | 2,969 | $366K |
| Compound Planning, Inc. | 0.01% | Add +37.1% | 2,951 | $364K |
| RFG Advisory, LLC | 0.01% | Add +1.4% | 2,948 | $364K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -54.7% | 2,943 | $363K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 2,942 | $363K |
| US Bancorp \de | 0.00% | Reduce -11.2% | 2,926 | $361K |
| Armstrong, Fleming & Moore, Inc | 0.12% | No change | 2,890 | $357K |
| Two Sigma Securities, LLC | 0.03% | New | 2,878 | $355K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -9.4% | 2,878 | $355K |
| Proficio Capital Partners LLC | 0.01% | New | 2,866 | $354K |
| Fiduciary Group, LLC | 0.03% | No change | 2,853 | $352K |
| Ofi Invest Asset Management | 0.00% | Add +3.5% | 3,242 | $350K |
| Lifeworks Advisors, LLC | 0.04% | New | 2,777 | $343K |
| Monetary Management Group Inc. | 0.07% | No change | 2,750 | $339K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,749 | $339K |
| Sound Financial Strategies Group, LLC | 0.21% | Add +1.3% | 2,738 | $338K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -7.8% | 2,734 | $337K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -0.1% | 2,720 | $336K |
| Sagewood Asset Management LP | 0.07% | Add +11.3% | 2,660 | $328K |
| KBC Group NV | 0.00% | No change | 2,626 | $324K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -4.8% | 2,623 | $324K |
| Passive Capital Management, LLC. | 0.10% | No change | 3,193 | $322K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.1% | 2,593 | $320K |
| Keybank National Association | 0.00% | Add +1.0% | 2,587 | $319K |
| Sterling Capital Management LLC | 0.01% | Reduce -9.7% | 2,577 | $318K |
| Wealthfront Advisers LLC | 0.00% | Add +24.3% | 2,556 | $316K |
| XML Financial, LLC | 0.02% | Reduce -10.5% | 2,554 | $315K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 2,530 | $312K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.3% | 2,520 | $311K |
| MainStreet Investment Advisors LLC | 0.04% | New | 2,474 | $305K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,473 | $305K |
| Hilltop Holdings Inc. | 0.02% | No change | 2,450 | $302K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,447 | $302K |
| Parcion Private Wealth LLC | 0.02% | Add +9.7% | 2,433 | $300K |
| Gsa Capital Partners LLP | 0.02% | New | 2,395 | $296K |
| Mufg Securities Americas Inc. | 0.02% | Add +9.0% | 2,368 | $292K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +5.1% | 2,312 | $285K |
| Caprock Group, LLC | 0.01% | New | 2,307 | $285K |
| CI Investments Inc. | 0.00% | New | 2,301 | $284K |
| Huntington National Bank | 0.00% | Add +4.6% | 2,286 | $282K |
| Modera Wealth Management, LLC | 0.00% | No change | 2,259 | $279K |
| Safe Harbor Family Capital, LLC | 0.19% | New | 2,244 | $277K |
| Gross & Hartman Investments LLC | 0.12% | New | 2,244 | $277K |
| Versant Capital Management, Inc | 0.02% | Add +15.7% | 2,215 | $273K |
| Brown Brothers Harriman & Co. | 0.00% | Add +13.6% | 2,208 | $273K |
| MOR Wealth Management, LLC | 0.11% | New | 2,189 | $270K |
| EntryPoint Capital, LLC | 0.07% | No change | 2,188 | $270K |
| Powell Investment Advisors, LLC | 0.09% | No change | 2,183 | $269K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -37.8% | 2,163 | $267K |
| Lafayette Investments, Inc. | 0.05% | No change | 2,150 | $265K |
| Securian Asset Management, Inc. | 0.01% | No change | 2,095 | $264K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -5.8% | 2,136 | $264K |
| Callan Family Office, LLC | 0.01% | New | 2,135 | $264K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -5.8% | 2,134 | $263K |
| Montgomery Investment Management Inc. | 0.08% | No change | 2,080 | $257K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,004 | $247K |
| Olde Wealth Management, LLC | 0.07% | No change | 2,000 | $246K |
| Loudon Investment Management, LLC | 0.12% | Reduce -10.2% | 1,990 | $246K |
| Arkadios Wealth Advisors | 0.00% | New | 1,947 | $240K |
| Platform Technology Partners | 0.04% | Reduce -2.3% | 1,942 | $240K |
| Lewis Asset Management, LLC | 0.08% | Add +0.7% | 1,939 | $239K |
| waypoint wealth counsel | 0.15% | Reduce -31.9% | 1,939 | $239K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,926 | $238K |
| Parallel Advisors, LLC | 0.00% | Add +16.4% | 1,919 | $237K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 1,907 | $235K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -25.6% | 1,893 | $234K |
| Bfsg, LLC | 0.02% | No change | 1,873 | $231K |
| Pasadena Private Wealth, LLC | 0.03% | New | 1,853 | $229K |
| GW Henssler & Associates Ltd. | 0.01% | New | 1,853 | $229K |
| Samalin Investment Counsel, LLC | 0.07% | New | 1,842 | $227K |
| Compass Financial Management LLC | 0.03% | — | 1,828 | $226K |
| QTR Family Wealth, LLC | 0.08% | New | 1,806 | $223K |
| Park Avenue Securities LLC | 0.00% | New | 1,788 | $221K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,783 | $220K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 1,758 | $217K |
| Riversedge Advisors, LLC | 0.03% | New | 1,756 | $217K |
| Evergreen Capital Management LLC | 0.00% | New | 1,718 | $212K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -75.7% | 1,700 | $210K |
| Luts & Greenleigh Group, Inc. | 0.16% | New | 1,670 | $206K |
| Bessemer Group Inc. | 0.00% | Add +25.2% | 1,661 | $205K |
| Savant Capital, LLC | 0.00% | Reduce -22.2% | 1,659 | $205K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 1,652 | $204K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 1,650 | $204K |
| RB Capital Management, LLC | 0.04% | New | 1,647 | $203K |
| Wick Capital Partners, LLC | 0.03% | New | 1,639 | $202K |
| Stonebrook Private Inc. | 0.04% | New | 1,629 | $201K |
| Everpar Advisors LLC | 0.06% | New | 1,625 | $201K |
| CX Institutional | 0.01% | Add +3.3% | 1,614 | $199K |
| IFP Advisors, Inc | 0.00% | Reduce -0.7% | 1,516 | $187K |
| TD Waterhouse Canada Inc. | 0.00% | Add +44.8% | 1,532 | $185K |
| Optiver Holding B.V. | 0.00% | New | 1,463 | $181K |
| Mather Group, Llc. | 0.00% | No change | 1,353 | $167K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,319 | $165K |
| Trust Co. of Vermont | 0.01% | — | 1,300 | $160K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,251 | $154K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.7% | 1,137 | $140K |
| Larson Financial Group LLC | 0.00% | Add +98.7% | 1,077 | $133K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -16.9% | 1,031 | $127K |
| Wolff Wiese Magana LLC | 0.06% | New | 1,005 | $124K |
| Harbor Investment Advisory, LLC | 0.01% | New | 1,000 | $123K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $121K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -95.5% | 973 | $120K |
| Quarry LP | 0.02% | Reduce -52.8% | 957 | $118K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.8% | 930 | $115K |
| Quent Capital, LLC | 0.01% | Add +5.2% | 767 | $95K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.6% | 754 | $93K |
| True Wealth Design, LLC | 0.02% | Add +59.5% | 748 | $92K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 732 | $90K |
| Signaturefd, LLC | 0.00% | Add +10.2% | 725 | $89K |
| Tema ETFs LLC | 0.00% | No change | 597 | $74K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 527 | $65K |
| Simplex Trading, LLC | 0.00% | New | 521 | $64K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -2.7% | 504 | $62K |
| Loomis Sayles & Co. L P | 0.00% | Add +64.4% | 503 | $62K |
| Pflug Koory, LLC | 0.02% | Add +244.2% | 475 | $59K |
| Group One Trading LLC | 0.00% | New | 468 | $58K |
| Eastern Bank | 0.00% | No change | 450 | $56K |
| Avalon Trust Co | 0.00% | New | 440 | $54K |
| Clearstead Advisors, LLC | 0.00% | Reduce -82.1% | 400 | $49K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +64.4% | 370 | $46K |
| SJS Investment Consulting Inc. | 0.00% | Add +1.1% | 366 | $45K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -3.2% | 365 | $45K |
| Truvestments Capital LLC | 0.01% | Add +708.9% | 364 | $45K |
| Delta Asset Management LLC | 0.00% | No change | 350 | $43K |
| Toth Financial Advisory Corp. | 0.00% | No change | 332 | $41K |
| Federated Hermes, Inc. | 0.00% | No change | 329 | $41K |
| Private Trust Co. NA | 0.00% | No change | 322 | $40K |
| DV Trading LLC | 0.00% | New | 303 | $37K |
| Hilltop National Bank | 0.01% | No change | 300 | $37K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.1% | 294 | $36K |
| Highline Wealth Partners LLC | 0.01% | Add +280.0% | 285 | $35K |
| New Age Alpha Advisors, LLC | 0.00% | Add +8.1% | 279 | $34K |
| Prosperity Bancshares Inc | 0.02% | New | 276 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 270 | $33K |
| Quantbot Technologies LP | 0.00% | New | 249 | $31K |
| Cromwell Holdings LLC | 0.01% | No change | 240 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 240 | $30K |
| Ossiam | 0.00% | New | 223 | $28K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -0.9% | 212 | $26K |
| Cohen & Steers, Inc. | 0.00% | No change | 205 | $25K |
| Activest Wealth Management | 0.00% | No change | 200 | $25K |
| Hughes Financial Services, LLC | 0.00% | Add +2.7% | 190 | $23K |
| Elevation Wealth Partners, LLC | 0.01% | Add +3520.0% | 181 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 168 | $21K |
| UMB Bank, n.a. | 0.00% | Add +20.1% | 161 | $20K |
| Zions Bancorporation, National Association | 0.00% | Add +17.4% | 155 | $19K |
| Smithfield Trust Co | 0.00% | No change | 150 | $19K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +4.2% | 149 | $18K |
| Los Angeles Capital Management LLC | 0.00% | New | 140 | $17K |
| Assetmark, Inc. | 0.00% | Add +10.6% | 136 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 129 | $16K |
| Dogwood Wealth Management LLC | 0.01% | Add +14.7% | 117 | $14K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 117 | $14K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 114 | $14K |
| Aberdeen Wealth Management LLC | 0.01% | New | 108 | $13K |
| Regatta Research & Money Management | 0.01% | — | 108 | $13K |
| Planning Strategies Inc. | 0.01% | — | 104 | $13K |
| Montgomery Financial Services LLC | 0.01% | — | 100 | $12K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 100 | $12K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | No change | 97 | $12K |
| Rogco, LP | 0.00% | New | 96 | $12K |
| Nykredit A/S | 0.00% | — | 96 | $12K |
| GW&K Investment Management, LLC | 0.00% | Reduce -4.3% | 89 | $11K |
| Meeder Asset Management Inc. | 0.00% | New | 88 | $11K |
| TD Private Client Wealth LLC | 0.00% | Add +24.3% | 87 | $11K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 82 | $10K |
| North Star Investment Management Corp. | 0.00% | No change | 68 | $8K |
| Aspect Partners, LLC | 0.00% | New | 63 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 59 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 57 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +161.9% | 55 | $7K |
| Blue Trust, Inc. | 0.00% | Reduce -1.8% | 55 | $7K |
| Sachetta, LLC | 0.00% | No change | 54 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.8% | 54 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -12.8% | 41 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 40 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 33 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +23.1% | 32 | $4K |
| Grove Bank & Trust | 0.00% | No change | 31 | $4K |
| Spire Wealth Management | 0.00% | Add +6.9% | 31 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 30 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 29 | $4K |
| MV Capital Management, Inc. | 0.00% | No change | 29 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 26 | $3K |
| Rossby Financial, LCC | 0.00% | Add +150.0% | 25 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +46.7% | 22 | $3K |
| West Paces Advisors Inc. | 0.00% | New | 21 | $3K |
| Financial Consulate, Inc. | 0.00% | No change | 20 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 19 | $2K |
| Noble Wealth Management PBC | 0.00% | New | 18 | $2K |
| Summit Securities Group LLC | 0.00% | Add +38.5% | 18 | $2K |
| MidFirst Bank | 0.00% | No change | 18 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -37.9% | 18 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 17 | $2K |
| Avion Wealth | 0.00% | Add +37.5% | 22 | $2K |
| Valley National Advisers Inc. | 0.00% | Reduce -48.4% | 16 | $2K |
| Fortis Group Advisors, LLC | 0.00% | New | 15 | $2K |
| Burk Holdings LLC | 0.00% | No change | 13 | $2K |
| TFC Financial Management, Inc. | 0.00% | Add +50.0% | 12 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 11 | $1K |
| Arlington Trust Co LLC | 0.00% | No change | 11 | $1K |
| Fulcrum Asset Management LLP | 0.00% | New | 10 | $1K |
| SouthState Bank Corp | 0.00% | No change | 10 | $1K |
| Basepoint Wealth LLC | 0.00% | No change | 10 | $1K |
| JPL Wealth Management, LLC | 0.00% | Add +125.0% | 9 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 9 | $1K |
| Covestor Ltd | 0.00% | Reduce -77.4% | 7 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 8 | $988 |
| Golden State Wealth Management, LLC | 0.00% | No change | 8 | $988 |
| Signature Equity Partners, LLC | 0.00% | No change | 8 | $963 |
| Clark Wealth Partners | 0.00% | No change | 7 | $865 |
| City State Bank | 0.00% | No change | 5 | $617 |
| Provenance Wealth Advisors, LLC | 0.00% | New | 5 | $617 |
| JFS Wealth Advisors, LLC | 0.00% | New | 4 | $494 |
| Caitlin John, LLC | 0.00% | No change | 4 | $448 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $371 |
| Tidemark, LLC | 0.00% | No change | 3 | $370 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +200.0% | 3 | $370 |
| SHP Wealth Management | 0.00% | New | 3 | $370 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $250 |
| American Capital Advisory, LLC | 0.00% | No change | 2 | $247 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $247 |
| Colonial Trust Co / SC | 0.00% | No change | 2 | $247 |
| Silicon Valley Capital Partners | 0.00% | No change | 1 | $125 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $124 |
| 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.