Inventrust PropertiesIVT
13F holders, Q2 2024 (June 30)280holders −8
26new positions
34sold out
5famous investors
$24.78avg. 13F price*
At the end of Q2 2024, 280 institutions reported holding Inventrust Properties Corp. (IVT) in their 13F filings, down 8 from Q1 2024. 26 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($238.2M), BlackRock Inc. ($166.9M) and Principal Financial Group Inc. ($83.7M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Inventrust Properties Corp.
- CUSIP
- 46124J201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $8.3M |
| Exits | 34 | $11.2M |
All 13F filers, Q1 2024 → Q2 2024: 3,461,745 shares bought and 2,659,360 shares sold, net +802,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Vanguard Group Inc. | 0.00% | Add +0.3% | 9,619,904 | $238.2M |
| BlackRock Inc. | 0.00% | Add +2.4% | 6,740,609 | $166.9M |
| Principal Financial Group Inc. | 0.05% | Add +26.4% | 3,378,512 | $83.7M |
| State Street Corp. | 0.00% | Add +0.4% | 2,508,887 | $62.7M |
| Geode Capital Management, LLC | 0.00% | Add +4.9% | 1,724,349 | $42.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.8% | 1,003,829 | $24.9M |
| Millennium Management | 0.02% | Add +13.9% | 998,877 | $24.7M |
| Morgan Stanley | 0.00% | Reduce -22.9% | 940,044 | $23.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.5% | 812,825 | $20.1M |
| Prudential Financial Inc. | 0.03% | Add +5.2% | 757,700 | $18.8M |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 723,679 | $17.9M |
| Rush Island Management, LP | 1.16% | No change | 569,739 | $14.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -8.9% | 526,564 | $13.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.8% | 517,346 | $12.8M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Add +3364.7% | 487,242 | $12.1M |
| Chilton Capital Management LLC | 0.51% | Reduce -6.4% | 452,468 | $11.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +131.3% | 446,923 | $11.1M |
| Legal & General Group Plc | 0.00% | Reduce -12.8% | 441,807 | $10.9M |
| Verition Fund Management LLC | 0.09% | Add +29.1% | 414,185 | $10.3M |
| Schonfeld Strategic Advisors LLC | 0.08% | Reduce -29.8% | 397,834 | $9.9M |
| Adelante Capital Management LLC | 0.70% | Add +0.2% | 358,119 | $8.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +12.0% | 355,594 | $8.8M |
| Makena Capital Management LLC | 1.97% | Add +28.6% | 343,038 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Add +8.6% | 327,598 | $8.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -11.9% | 290,695 | $7.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +120.9% | 246,554 | $6.1M |
| Invesco Ltd. | 0.00% | Add +3.4% | 245,952 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.9% | 222,773 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.5% | 218,453 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.0% | 214,757 | $5.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Reduce -53.7% | 214,478 | $5.3M |
| Guggenheim Capital LLC | 0.04% | Reduce -5.0% | 213,432 | $5.3M |
| Third Avenue Management LLC | 0.78% | No change | 183,296 | $4.5M |
| Savant Capital, LLC | 0.04% | New | 179,535 | $4.4M |
| LPL Financial LLC | 0.00% | Add +3.3% | 170,076 | $4.2M |
| HGI Capital Management, LLC | 3.89% | Add +34.7% | 167,240 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.8% | 156,412 | $3.9M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -17.0% | 148,807 | $3.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +1028.6% | 146,384 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 133,193 | $3.3M |
| Swiss National Bank | 0.00% | No change | 133,100 | $3.3M |
| Renaissance Technologies | 0.01% | Add +47.0% | 122,200 | $3.0M |
| Rhumbline Advisers | 0.00% | Reduce -2.2% | 117,638 | $2.9M |
| Eagle Asset Management Inc. | 0.02% | Reduce -0.2% | 116,664 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +334.3% | 112,305 | $2.8M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -71.0% | 110,606 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.6% | 98,674 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +7.8% | 90,071 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -78.7% | 88,075 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +2.2% | 84,964 | $2.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +6.2% | 84,450 | $2.1M |
| Tudor Investment Corporation | 0.02% | Reduce -11.3% | 81,574 | $2.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.0% | 76,249 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -19.1% | 76,308 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 75,904 | $1.9M |
| Marshall Wace, LLP | 0.00% | Reduce -49.3% | 75,499 | $1.9M |
| AlphaQuest LLC | 0.25% | Add +221.6% | 74,809 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -43.2% | 73,589 | $1.8M |
| Martingale Asset Management L P | 0.04% | Add +34.3% | 70,529 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | Add +32.9% | 69,417 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +737.8% | 68,169 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.0% | 66,213 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -1.7% | 60,187 | $1.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | No change | 59,600 | $1.5M |
| Bank of America Corp. | 0.00% | Add +13.6% | 57,294 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +7.4% | 57,286 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 53,964 | $1.3M |
| Wolverine Asset Management LLC | 0.13% | Add +232.6% | 53,744 | $1.3M |
| Algert Global LLC | 0.04% | Add +15.5% | 50,911 | $1.3M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.04% | Reduce -16.4% | 49,669 | $1.2M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -15.3% | 49,687 | $1.2M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -0.9% | 43,447 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Add +335.9% | 48,158 | $1.2M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +108.6% | 47,611 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 47,513 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.5% | 46,763 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -12.8% | 46,502 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -29.6% | 45,996 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.9% | 45,081 | $1.1M |
| UBS Group AG | 0.00% | Reduce -52.7% | 44,890 | $1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +8.0% | 44,622 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +13.1% | 41,688 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +457.3% | 41,044 | $1.0M |
| Creative Planning | 0.00% | Add +6.1% | 40,862 | $1.0M |
| Macquarie Group Ltd. | 0.00% | Add +45.1% | 40,364 | $1000K |
| Amundi | 0.00% | Add +0.1% | 39,821 | $972K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +130.7% | 38,308 | $949K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.6% | 37,722 | $943K |
| D. E. Shaw & Co. | 0.00% | New | 37,971 | $940K |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.5% | 36,880 | $914K |
| Corebridge Financial, Inc. | 0.01% | — | 36,663 | $908K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -10.7% | 37,008 | $905K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.6% | 35,648 | $883K |
| Prelude Capital Management, LLC | 0.07% | Reduce -14.2% | 35,493 | $879K |
| Citigroup Inc. | 0.00% | Add +0.6% | 35,046 | $868K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 34,167 | $846K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 33,872 | $839K |
| Cresset Asset Management, LLC | 0.00% | No change | 32,645 | $808K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.8% | 32,698 | $808K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +10.2% | 31,925 | $791K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Add +9.8% | 31,488 | $780K |
| Sei Investments Co. | 0.00% | Add +0.5% | 31,457 | $779K |
| Calton & Associates, Inc. | 0.36% | Reduce -0.6% | 29,187 | $723K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 28,905 | $716K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +80.5% | 28,633 | $709K |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 28,374 | $703K |
| Barclays PLC | 0.00% | Reduce -57.8% | 28,299 | $701K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +6.2% | 28,096 | $695K |
| Shira Ridge Wealth Management | 0.35% | No change | 25,614 | $634K |
| American Century Companies Inc. | 0.00% | Add +8.0% | 24,255 | $601K |
| Boothbay Fund Management, LLC | 0.02% | Add +48.2% | 24,194 | $599K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +163.6% | 24,178 | $599K |
| Citadel Advisors | 0.00% | Reduce -69.3% | 23,851 | $591K |
| Voya Investment Management LLC | 0.00% | Add +1.6% | 23,329 | $578K |
| Two Sigma Investments, LP | 0.00% | Reduce -40.1% | 22,647 | $561K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.1% | 22,124 | $553K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 22,580 | $550K |
| Dark Forest Capital Management LP | 0.10% | Reduce -4.5% | 22,063 | $546K |
| Waverly Advisors, LLC | 0.01% | Add +3.8% | 21,847 | $541K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -2.6% | 21,393 | $530K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.4% | 20,205 | $500K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.1% | 19,926 | $493K |
| Certified Advisory Corp | 0.06% | Reduce -13.0% | 19,818 | $491K |
| UniSuper Management Pty Ltd | 0.00% | No change | 19,400 | $480K |
| Two Sigma Advisers, LP | 0.00% | Reduce -28.5% | 19,300 | $478K |
| Arizona State Retirement System | 0.00% | Add +2.3% | 18,982 | $470K |
| Harvest Investment Services, LLC | 0.18% | Reduce -2.5% | 18,047 | $447K |
| Deerfield Management Company, L.P. | 0.01% | Add +20.2% | 17,390 | $431K |
| AE Wealth Management LLC | 0.00% | Add +97.4% | 17,368 | $430K |
| Independent Financial Group, LLC | 0.02% | Reduce -4.5% | 16,778 | $415K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,310 | $410K |
| Handelsbanken Fonder AB | 0.00% | Add +3.8% | 16,300 | $404K |
| Gallacher Capital Management LLC | 0.21% | Add +0.2% | 16,053 | $397K |
| Captrust Financial Advisors | 0.00% | Add +9.1% | 15,770 | $390K |
| IFM Investors Pty Ltd | 0.00% | New | 15,655 | $388K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.9% | 15,505 | $384K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 14,694 | $364K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -8.4% | 13,786 | $341K |
| International Assets Investment Management, LLC | 0.03% | Add +15.6% | 13,607 | $337K |
| Harbour Investments, Inc. | 0.01% | Reduce -12.8% | 13,428 | $332K |
| Cambria Investment Management, L.P. | 0.02% | Add +10.5% | 13,223 | $327K |
| Focus Financial Network, Inc. | 0.01% | Reduce -6.5% | 12,157 | $324K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.6% | 13,086 | $324K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 12,841 | $318K |
| STRS Ohio | 0.00% | Add +4.1% | 12,700 | $314K |
| Aberdeen Group plc | 0.00% | Add +3.4% | 12,407 | $307K |
| Intrua Financial, LLC | 0.05% | Reduce -0.3% | 12,236 | $303K |
| Sigma Planning Corp | 0.01% | Reduce -5.5% | 12,194 | $302K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.5% | 12,137 | $301K |
| Allworth Financial LP | 0.00% | Add +37.6% | 11,191 | $297K |
| Johnson Financial Group, LLC | 0.04% | New | 11,984 | $297K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 11,969 | $296K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 11,866 | $294K |
| Verdence Capital Advisors LLC | 0.03% | No change | 11,558 | $286K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -2.1% | 11,411 | $285K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1051.0% | 11,199 | $277K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,066 | $274K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -14.6% | 10,815 | $268K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.3% | 10,621 | $263K |
| Van Eck Associates Corp. | 0.00% | Add +6.9% | 10,426 | $258K |
| Dakota Wealth Management | 0.01% | Reduce -22.3% | 10,316 | $255K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,022 | $248K |
| State of Wyoming | 0.04% | Add +202.1% | 9,896 | $245K |
| CarsonAllaria Wealth Management, Ltd. | 0.15% | Add +0.6% | 9,883 | $245K |
| Executive Wealth Management, LLC | 0.04% | Add +4.3% | 9,703 | $240K |
| Smallwood Wealth Investment Management, LLC | 0.18% | Add +0.1% | 9,562 | $237K |
| SkyOak Wealth, LLC | 0.06% | No change | 9,542 | $236K |
| Brookstone Capital Management | 0.00% | Add +2.5% | 8,757 | $234K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 9,301 | $230K |
| ProShare Advisors LLC | 0.00% | Reduce -25.4% | 9,113 | $226K |
| PFG Investments, LLC | 0.02% | Add +0.3% | 9,104 | $225K |
| IFP Advisors, Inc | 0.01% | Add +52.0% | 9,079 | $225K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -10.7% | 9,071 | $225K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +7.5% | 9,020 | $223K |
| Vident Advisory, LLC | 0.01% | Reduce -2.4% | 8,864 | $219K |
| EntryPoint Capital, LLC | 0.10% | Add +115.5% | 8,787 | $218K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.9% | 8,719 | $216K |
| Raymond James & Associates | 0.00% | Add +6.4% | 8,542 | $211K |
| Magnetar Financial LLC | 0.01% | New | 8,454 | $209K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -49.1% | 8,423 | $209K |
| Man Group plc | 0.00% | Reduce -91.0% | 8,384 | $208K |
| Sherbrooke Park Advisers LLC | 0.04% | New | 8,378 | $207K |
| Cwm, LLC | 0.00% | Reduce -1.0% | 8,256 | $204K |
| Madden Advisory Services, Inc. | 0.10% | No change | 8,173 | $202K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -22.3% | 8,122 | $201K |
| Virtus Advisers, LLC | 0.09% | Add +4.1% | 7,251 | $180K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,760 | $167K |
| Global Financial Private Client, LLC | 0.06% | Add +20.0% | 5,992 | $148K |
| VitalStone Financial, LLC | 0.11% | No change | 5,869 | $145K |
| Lazard Asset Management LLC | 0.00% | New | 5,793 | $143K |
| FIL Ltd | 0.00% | New | 5,391 | $133K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 5,237 | $130K |
| Beacon Capital Management, LLC | 0.02% | Add +23.3% | 3,663 | $91K |
| CIBC Private Wealth Group LLC | 0.00% | Add +31.3% | 3,392 | $83K |
| McIlrath & Eck, LLC | 0.01% | No change | 3,095 | $77K |
| Avior Wealth Management, LLC | 0.00% | Reduce -32.1% | 2,826 | $70K |
| NewEdge Advisors, LLC | 0.00% | Reduce -42.4% | 2,800 | $69K |
| US Bancorp \de | 0.00% | Reduce -9.4% | 2,725 | $67K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | No change | 2,656 | $66K |
| FMR LLC | 0.00% | Add +11.8% | 2,574 | $64K |
| Amalgamated Bank | 0.00% | Add +3.0% | 2,388 | $59K |
| Private Trust Co. NA | 0.01% | Reduce -0.1% | 2,307 | $57K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -10.5% | 2,292 | $57K |
| Gradient Investments LLC | 0.00% | Reduce -29.5% | 2,296 | $57K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -93.8% | 1,953 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.2% | 1,671 | $47K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.3% | 1,785 | $44K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 1,603 | $40K |
| Danske Bank A/S | 0.00% | New | 1,600 | $40K |
| Tyler-Stone Wealth Management | 0.02% | Add +0.7% | 1,510 | $37K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,476 | $37K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.1% | 1,386 | $34K |
| NFSG Corp | 0.01% | No change | 1,382 | $34K |
| Comerica Bank | 0.00% | Reduce -1.0% | 1,221 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,176 | $29K |
| Spire Wealth Management | 0.00% | Add +37.4% | 1,132 | $28K |
| Winch Advisory Services, LLC | 0.01% | Add +0.9% | 1,086 | $27K |
| Principal Securities, Inc. | 0.00% | Reduce -5.3% | 1,035 | $26K |
| Aspect Partners, LLC | 0.01% | No change | 1,018 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,030 | $25K |
| Emfo, LLC | 0.02% | No change | 1,000 | $25K |
| Bare Financial Services, Inc | 0.01% | No change | 804 | $23K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 809 | $21K |
| Creekmur Asset Management LLC | 0.01% | Add +1.0% | 822 | $20K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -26.5% | 806 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 754 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 748 | $19K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 706 | $17K |
| Jones Financial Companies LLLP | 0.00% | No change | 680 | $17K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 675 | $17K |
| Blue Trust, Inc. | 0.00% | Reduce -28.8% | 622 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.8% | 622 | $15K |
| Halpern Financial, Inc. | 0.00% | No change | 616 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 591 | $15K |
| Signaturefd, LLC | 0.00% | Add +5.1% | 581 | $14K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 518 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -33.2% | 483 | $12K |
| Creative Financial Designs Inc. | 0.00% | Reduce -44.1% | 477 | $12K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 441 | $11K |
| Larson Financial Group LLC | 0.00% | New | 419 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.3% | 413 | $10K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 353 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 385 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 385 | $10K |
| MCF Advisors LLC | 0.00% | Reduce -31.7% | 384 | $10K |
| Bank & Trust Co | 0.01% | — | 360 | $9K |
| RFP Financial Group LLC | 0.00% | No change | 355 | $9K |
| ORG Partners LLC | 0.00% | New | 333 | $8K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -7.9% | 339 | $8K |
| NewSquare Capital LLC | 0.00% | Reduce -76.2% | 295 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 293 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 287 | $7K |
| Pineridge Advisors LLC | 0.00% | Add +0.7% | 274 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 257 | $6K |
| Dunhill Financial, LLC | 0.00% | Add +1.2% | 257 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 234 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 233 | $6K |
| EdgeRock Capital LLC | 0.00% | New | 207 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 203 | $5K |
| Nvwm, LLC | 0.00% | No change | 181 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 162 | $4K |
| WFA Asset Management Corp | 0.00% | Add +0.6% | 157 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 152 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 145 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 145 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -53.0% | 134 | $3K |
| Blume Capital Management, Inc. | 0.00% | No change | 130 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Add +0.8% | 126 | $3K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 108 | $3K |
| Ibex Wealth Advisors | 0.00% | New | 94 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 94 | $2K |
| Lindbrook Capital, LLC | 0.00% | New | 83 | $2K |
| Castleview Partners, LLC | 0.00% | No change | 56 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 56 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -76.9% | 46 | $1K |
| Arax Advisory Partners | 0.00% | New | 30 | $743 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 20 | $495 |
| GAMMA Investing LLC | 0.00% | New | 18 | $446 |
| Assetmark, Inc. | 0.00% | New | 10 | $248 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is IVT's weight in each manager's 13F, not the share of Inventrust Properties Corp. the manager owns.