Regency CentersREG
13F holders, Q3 2025 (September 30)522holders +7
59new positions
54sold out
7famous investors
$72.92avg. 13F price*
At the end of Q3 2025, 522 institutions reported holding Regency Centers Corp. (REG) in their 13F filings, up 7 from Q2 2025. 59 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.5B) and State Street Corp. ($912.7M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Regency Centers Corp.
- Sector
- Real Estate
- CUSIP
- 758849103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $210.6M |
| Exits | 54 | $148.8M |
All 13F filers, Q2 2025 → Q3 2025: 7,661,508 shares bought and 11,867,856 shares sold, net −4,206,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 522 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.8% | 27,862,215 | $2.0B |
| BlackRock, Inc. | 0.03% | Reduce -2.0% | 21,236,179 | $1.5B |
| State Street Corp. | 0.03% | Add +3.1% | 12,403,992 | $912.7M |
| JPMorgan Chase & Co. | 0.05% | Reduce -0.9% | 10,273,869 | $749.0M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -3.4% | 9,539,561 | $695.4M |
| Principal Financial Group Inc. | 0.33% | Reduce -3.7% | 9,071,300 | $661.3M |
| Geode Capital Management, LLC | 0.02% | Add +1.3% | 4,847,350 | $352.1M |
| Invesco Ltd. | 0.05% | Reduce -31.9% | 3,974,040 | $289.7M |
| Boston Partners | 0.27% | Add +2.1% | 3,540,137 | $258.1M |
| Northern Trust Corp. | 0.03% | Reduce -1.3% | 2,804,522 | $204.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.7% | 2,561,333 | $186.7M |
| Nuveen, LLC | 0.05% | Reduce -8.7% | 2,545,920 | $185.6M |
| FMR LLC | 0.01% | Reduce -2.1% | 2,523,215 | $183.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.0% | 2,450,401 | $178.6M |
| Deutsche Bank AG | 0.06% | Add +9.2% | 2,281,374 | $166.3M |
| APG Asset Management US Inc. | 1.08% | No change | 2,023,988 | $145.9M |
| Morgan Stanley | 0.01% | Add +1.1% | 1,970,758 | $143.7M |
| CBRE Investment Management Listed Real Assets LLC | 1.99% | Reduce -7.9% | 1,913,302 | $139.5M |
| Legal & General Group Plc | 0.03% | Reduce -6.5% | 1,658,586 | $120.9M |
| Massachusetts Financial Services Co. | 0.03% | New | 1,469,744 | $107.1M |
| HSBC Holdings PLC | 0.06% | Add +11.6% | 1,458,117 | $106.2M |
| UBS Group AG | 0.02% | Add +78.8% | 1,337,215 | $97.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -12.7% | 1,326,886 | $96.7M |
| Wellington Management Group LLP | 0.02% | Reduce -25.6% | 1,240,143 | $90.4M |
| Amundi | 0.03% | Reduce -26.4% | 1,126,904 | $80.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +55.9% | 1,030,556 | $75.1M |
| American Century Companies Inc. | 0.04% | Add +10.8% | 957,588 | $69.8M |
| Russell Investments Group, Ltd. | 0.06% | Add +14.8% | 668,118 | $48.7M |
| Alyeska Investment Group, L.P. | 0.14% | New | 652,448 | $47.6M |
| Aberdeen Group plc | 0.07% | Add +8.4% | 632,828 | $46.0M |
| California Public Employees Retirement System | 0.03% | Reduce -13.7% | 607,210 | $44.3M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +7.9% | 569,858 | $41.5M |
| Prudential Financial Inc. | 0.05% | Reduce -2.3% | 554,851 | $40.4M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 548,295 | $40.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.5% | 543,146 | $39.6M |
| Schonfeld Strategic Advisors LLC | 0.26% | Add +109.5% | 511,302 | $37.3M |
| Swiss National Bank | 0.02% | Reduce -4.8% | 497,028 | $36.2M |
| National Bank of Canada | 0.04% | Add +334.6% | 495,964 | $36.2M |
| Barclays PLC | 0.01% | Add +53.3% | 457,228 | $33.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +4.5% | 452,312 | $33.0M |
| Millennium Management | 0.03% | Reduce -1.2% | 443,317 | $32.3M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +6.2% | 430,980 | $31.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +1.0% | 387,524 | $28.3M |
| Heitman Real Estate Securities LLC | 1.93% | Reduce -22.7% | 387,119 | $28.2M |
| Asset Management One Co., Ltd. | 0.08% | Reduce -1.3% | 367,212 | $26.8M |
| Jefferies Financial Group Inc. | 0.25% | Add +19.9% | 364,435 | $26.6M |
| Rhumbline Advisers | 0.02% | Reduce -3.5% | 362,845 | $26.5M |
| Centersquare Investment Management LLC | 0.26% | Add +5.7% | 351,963 | $25.7M |
| BNP Paribas Financial Markets | 0.02% | Add +0.8% | 343,650 | $25.1M |
| KBC Group NV | 0.06% | Add +10.3% | 331,802 | $24.2M |
| Renaissance Technologies | 0.03% | Add +169.9% | 330,195 | $24.1M |
| Citigroup Inc. | 0.02% | Reduce -21.8% | 306,565 | $22.3M |
| State of Tennessee, Department of Treasury | 0.07% | Add +21.2% | 305,682 | $22.3M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +2.5% | 300,817 | $21.9M |
| California State Teachers Retirement System | 0.02% | Add +5.2% | 298,137 | $21.7M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -0.5% | 291,429 | $21.2M |
| Quantinno Capital Management LP | 0.06% | Add +91.3% | 288,057 | $21.0M |
| Verition Fund Management LLC | 0.12% | Add +2044.7% | 281,967 | $20.6M |
| Freestone Grove Partners LP | 0.15% | New | 276,203 | $20.1M |
| Franklin Resources Inc. | 0.00% | Reduce -19.3% | 268,490 | $19.6M |
| CIBC Asset Management Inc | 0.05% | Add +46.1% | 248,102 | $18.1M |
| Guggenheim Capital LLC | 0.13% | Add +3.5% | 244,404 | $17.8M |
| Swedbank AB | 0.02% | Add +11.2% | 231,660 | $16.9M |
| Pacific Heights Asset Management LLC | 0.73% | Add +50.0% | 225,000 | $16.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +17.4% | 210,115 | $15.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.10% | Add +1.2% | 207,250 | $15.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 205,912 | $15.0M |
| Wells Fargo & Company | 0.00% | Add +4.4% | 203,685 | $14.8M |
| Caisse de depot et placement du Quebec | 0.03% | Reduce -3.1% | 199,000 | $14.5M |
| Macquarie Group Ltd. | 0.02% | Add +1.5% | 198,204 | $14.4M |
| Rbo & Co. LLC | 2.21% | Add +1.1% | 194,189 | $14.2M |
| Hazelview Securities Inc. | 2.64% | Reduce -32.0% | 191,980 | $14.0M |
| AQR Capital Management | 0.01% | Add +205.8% | 181,141 | $13.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -13.8% | 179,161 | $13.1M |
| Allianz Asset Management GmbH | 0.02% | Reduce -1.3% | 174,936 | $12.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -7.9% | 173,709 | $12.7M |
| First Trust Advisors LP | 0.01% | Reduce -11.6% | 170,302 | $12.4M |
| State of New Jersey Common Pension Fund D | 0.05% | Reduce -0.9% | 168,640 | $12.3M |
| Andra AP-fonden | 0.16% | Reduce -24.1% | 168,400 | $12.3M |
| Uniplan Investment Counsel, Inc. | 1.24% | Add +0.7% | 167,799 | $12.2M |
| Cullen/Frost Bankers, Inc. | 0.14% | Add +4.2% | 165,458 | $12.1M |
| Neuberger Berman Group LLC | 0.01% | Add +32.9% | 162,008 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.7% | 161,340 | $11.8M |
| Baldwin Wealth Partners LLC | 0.76% | Reduce -3.3% | 159,210 | $11.6M |
| Storebrand Asset Management As | 0.03% | Reduce -0.5% | 158,705 | $11.6M |
| Varma Mutual Pension Insurance Co | 0.07% | Add +8.6% | 155,237 | $11.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.3% | 150,971 | $11.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -0.5% | 148,800 | $10.8M |
| AXA Investment Managers S.A. | 0.03% | — | 146,113 | $10.7M |
| Danske Bank A/S | 0.03% | Add +8.9% | 143,246 | $10.4M |
| Citadel Advisors | 0.01% | Reduce -79.0% | 141,957 | $10.3M |
| APG Asset Management N.V. | 0.03% | Reduce -1.6% | 165,800 | $10.3M |
| Davis Selected Advisers | 0.05% | Add +15.0% | 140,110 | $10.2M |
| Aviva PLC | 0.02% | Add +6.5% | 137,505 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.0% | 136,166 | $9.9M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -7.1% | 136,012 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +10.2% | 134,082 | $9.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.6% | 129,193 | $9.4M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.2% | 127,845 | $9.3M |
| Waterfront Capital Partners, LLC | 6.06% | Reduce -38.3% | 127,000 | $9.3M |
| Bank of Montreal | 0.00% | Add +0.1% | 126,866 | $9.2M |
| LPL Financial LLC | 0.00% | Reduce -6.8% | 120,492 | $8.8M |
| Korea Investment CORP | 0.02% | Add +61.9% | 119,613 | $8.7M |
| Generate Investment Management Ltd | 0.43% | Add +73.2% | 115,457 | $8.4M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -0.7% | 106,010 | $7.7M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -73.1% | 101,389 | $7.4M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -5.1% | 99,966 | $7.3M |
| Toronto Dominion Bank | 0.01% | Reduce -0.6% | 99,803 | $7.3M |
| STRS Ohio | 0.03% | Add +44.3% | 99,020 | $7.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -0.1% | 98,497 | $7.2M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +5.4% | 99,016 | $7.2M |
| SummitTX Capital, L.P. | 0.29% | New | 96,109 | $7.0M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -3.0% | 95,945 | $7.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -16.5% | 95,612 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.9% | 95,376 | $7.0M |
| Calamos Advisors LLC | 0.04% | No change | 94,000 | $6.9M |
| Van Eck Associates Corp. | 0.01% | Add +10.9% | 92,353 | $6.7M |
| Sei Investments Co. | 0.01% | Add +4.8% | 87,185 | $6.4M |
| Daiwa Securities Group Inc. | 0.02% | Add +3.3% | 85,697 | $6.2M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -3.4% | 83,736 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +10.3% | 83,151 | $6.1M |
| Man Group plc | 0.01% | Reduce -9.8% | 82,941 | $6.0M |
| UniSuper Management Pty Ltd | 0.04% | Add +3.3% | 81,697 | $6.0M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.7% | 81,218 | $5.9M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +17.0% | 80,723 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.8% | 80,051 | $5.8M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 80,078 | $5.8M |
| Vestcor Inc | 0.17% | Add +1.4% | 78,500 | $5.7M |
| Vert Asset Management LLC | 1.92% | Add +3.1% | 78,365 | $5.7M |
| Brown Advisory Inc. | 0.01% | Add +0.0% | 71,481 | $5.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -40.0% | 70,260 | $5.1M |
| First Manhattan Co. Llc. | 0.01% | Reduce -3.2% | 67,363 | $5.0M |
| Voya Investment Management LLC | 0.01% | Reduce -23.3% | 67,131 | $4.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -0.1% | 66,969 | $4.9M |
| Prudential PLC | 0.04% | Add +10.8% | 65,976 | $4.8M |
| CIBC Bancorp USA Inc. | 0.03% | — | 65,813 | $4.8M |
| SG Americas Securities, LLC | 0.02% | Add +272.4% | 64,775 | $4.7M |
| CI Investments Inc. | 0.02% | Reduce -0.3% | 63,342 | $4.6M |
| Gotham Asset Management | 0.02% | Reduce -3.9% | 62,163 | $4.5M |
| KLP Kapitalforvaltning As | 0.02% | No change | 61,300 | $4.5M |
| IFM Investors Pty Ltd | 0.04% | Add +0.2% | 61,146 | $4.4M |
| Dean Investment Associates, LLC | 0.61% | Add +19.4% | 59,685 | $4.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Reduce -0.2% | 59,654 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 59,287 | $4.3M |
| Bokf, NA | 0.06% | New | 56,956 | $4.2M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -31.9% | 55,096 | $4.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | No change | 53,549 | $3.9M |
| Westpac Banking Corp. | 0.24% | No change | 52,201 | $3.8M |
| Arizona State Retirement System | 0.02% | Add +1.0% | 50,926 | $3.7M |
| Natixis Advisors, LLC | 0.01% | Add +45.1% | 49,873 | $3.6M |
| Presima Securities ULC | 1.00% | Add +4.2% | 49,723 | $3.6M |
| Credit Agricole S A | 0.01% | — | 47,662 | $3.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -0.6% | 45,735 | $3.3M |
| GAMCO Investors | 0.03% | No change | 45,666 | $3.3M |
| TD Asset Management Inc | 0.00% | Add +1.1% | 45,589 | $3.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.5% | 45,401 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -9.2% | 45,047 | $3.3M |
| 1832 Asset Management L.P. | 0.01% | Reduce -71.0% | 44,727 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | No change | 44,300 | $3.2M |
| State of Michigan Retirement System | 0.02% | Reduce -0.5% | 44,204 | $3.2M |
| Forsta Ap-Fonden | 0.02% | Add +0.9% | 43,600 | $3.2M |
| Cibc World Market Inc. | 0.01% | Add +0.4% | 43,561 | $3.2M |
| Metis Global Partners, LLC | 0.07% | Add +28.4% | 42,421 | $3.1M |
| Czech National Bank | 0.02% | Add +3.9% | 41,500 | $3.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +4.0% | 39,866 | $2.9M |
| Rakuten Investment Management, Inc. | 0.01% | — | 14,146 | $2.9M |
| New York Life Investment Management LLC | 0.03% | Reduce -1.5% | 38,998 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -21.6% | 38,430 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.8% | 38,443 | $2.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.07% | Add +0.3% | 38,383 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.4% | 38,201 | $2.8M |
| Creative Planning | 0.00% | Add +152.4% | 37,916 | $2.8M |
| Tudor Investment Corporation | 0.02% | Add +226.6% | 36,002 | $2.6M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +54.5% | 35,991 | $2.6M |
| QRG Capital Management, Inc. | 0.03% | Reduce -57.8% | 35,601 | $2.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | New | 35,553 | $2.6M |
| Public Sector Pension Investment Board | 0.01% | Add +4.3% | 35,202 | $2.6M |
| ProShare Advisors LLC | 0.01% | Reduce -22.8% | 34,911 | $2.5M |
| Xponance LLC | 0.02% | Reduce -15.3% | 34,827 | $2.5M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -4.9% | 33,903 | $2.5M |
| Harvest Portfolios Group Inc. | 0.04% | Add +2.5% | 33,409 | $2.4M |
| DNB Asset Management AS | 0.01% | Add +0.6% | 33,308 | $2.4M |
| Amalgamated Bank | 0.02% | Reduce -1.9% | 32,307 | $2.4M |
| Azzad Asset Management Inc. | 0.23% | Add +2.1% | 31,763 | $2.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -6.1% | 31,585 | $2.3M |
| Graham Capital Management, L.P. | 0.13% | Reduce -3.4% | 31,513 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.1% | 31,479 | $2.3M |
| SCS Capital Management LLC | 0.02% | No change | 31,196 | $2.3M |
| Dean Capital Management | 0.87% | Add +12.1% | 30,558 | $2.2M |
| Utah Retirement Systems | 0.02% | No change | 29,748 | $2.2M |
| NEOS Investment Management LLC | 0.02% | Add +72.9% | 29,146 | $2.1M |
| Stableford Capital II LLC | 0.75% | Add +0.4% | 28,478 | $2.1M |
| Lasalle Investment Management Securities LLC | 0.08% | No change | 28,418 | $2.1M |
| Knights of Columbus Asset Advisors LLC | 0.12% | Reduce -43.6% | 27,689 | $2.0M |
| D L Carlson Investment Group Inc. | 0.34% | Add +0.9% | 27,623 | $2.0M |
| Atom Investors LP | 0.15% | New | 27,133 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +2.3% | 26,795 | $2.0M |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.6% | 26,366 | $1.9M |
| Westwood Holdings Group Inc. | 0.01% | Add +222.8% | 26,349 | $1.9M |
| Twinbeech Capital LP | 0.07% | New | 25,707 | $1.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -8.6% | 24,792 | $1.8M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +0.1% | 24,528 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -3.0% | 24,060 | $1.8M |
| Caxton Associates LLP | 0.05% | New | 23,665 | $1.7M |
| Shell Asset Management Co. | 0.17% | Reduce -70.6% | 23,305 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +104.0% | 23,229 | $1.7M |
| Moran Wealth Management, LLC | 0.05% | Reduce -1.5% | 22,911 | $1.7M |
| Schroder Investment Management Group | 0.00% | Reduce -38.0% | 22,999 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.13% | Reduce -23.5% | 22,741 | $1.7M |
| West Paces Advisors Inc. | 0.33% | No change | 22,635 | $1.7M |
| OP Asset Management Ltd | 0.02% | Add +5.5% | 22,472 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 22,115 | $1.6M |
| Baker Ellis Asset Management LLC | 0.20% | Reduce -3.0% | 22,076 | $1.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.1% | 21,977 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +5.0% | 21,958 | $1.6M |
| Inspire Investing, LLC | 0.15% | Add +441.4% | 21,736 | $1.6M |
| Grace & White Inc. | 0.28% | No change | 21,519 | $1.6M |
| Intech Investment Management LLC | 0.01% | Add +62.2% | 21,097 | $1.5M |
| Lecap Asset Management Ltd. | 0.53% | Add +283.6% | 20,900 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 20,846 | $1.5M |
| Horizon Investments, LLC | 0.02% | Reduce -8.9% | 20,609 | $1.5M |
| Bank of Nova Scotia | 0.00% | Add +12.7% | 20,584 | $1.5M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -75.8% | 20,239 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.5% | 20,025 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.2% | 19,451 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +32.0% | 18,613 | $1.4M |
| Natixis | 0.01% | Add +67.8% | 18,510 | $1.3M |
| BDF-Gestion | 0.16% | Reduce -17.2% | 18,497 | $1.3M |
| Norinchukin Bank, The | 0.02% | Add +0.8% | 17,730 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.5% | 17,712 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.8% | 16,808 | $1.2M |
| Ossiam | 0.02% | Add +3.0% | 16,883 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 16,790 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.35% | No change | 16,500 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.0% | 16,050 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Add +305.6% | 15,861 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.3% | 15,695 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -12.8% | 15,309 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | New | 15,305 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +3.0% | 15,071 | $1.1M |
| Beck Capital Management, LLC | 0.25% | Add +1.3% | 14,927 | $1.1M |
| Impax Asset Management Group plc | 0.01% | New | 14,896 | $1.1M |
| Wolverine Asset Management LLC | 0.08% | New | 14,858 | $1.1M |
| Nordea Investment Management AB | 0.00% | Add +10.1% | 14,775 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +1.9% | 13,879 | $1.0M |
| Ethic Inc. | 0.02% | Reduce -1.0% | 13,768 | $1.0M |
| Caprock Group, LLC | 0.02% | — | 13,585 | $985K |
| Engineers Gate Manager LP | 0.01% | New | 13,510 | $985K |
| Cohen & Steers, Inc. | 0.00% | No change | 13,434 | $979K |
| Spirit of America Management Corp. | 0.20% | No change | 13,400 | $977K |
| Pacer Advisors, Inc. | 0.00% | Reduce -60.5% | 13,032 | $950K |
| XTX Topco Ltd | 0.05% | New | 12,990 | $947K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 12,808 | $934K |
| GeoWealth Management, LLC | 0.03% | Add +1.6% | 12,605 | $919K |
| Cetera Investment Advisers | 0.00% | Add +109.6% | 12,412 | $905K |
| Avanza Fonder AB | 0.02% | No change | 12,199 | $889K |
| Truist Financial Corp. | 0.00% | Add +1.0% | 12,195 | $889K |
| VCI Wealth Management LLC | 0.27% | New | 12,043 | $878K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -51.9% | 12,009 | $875K |
| Mizuho Securities USA LLC | 0.02% | Add +5.4% | 11,901 | $863K |
| Cerity Partners LLC | 0.00% | New | 11,625 | $847K |
| Oak Thistle LLC | 0.13% | New | 11,341 | $827K |
| Picton Mahoney Asset Management | 0.01% | Add +35.8% | 11,287 | $823K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.1% | 11,168 | $814K |
| Qtron Investments LLC | 0.10% | No change | 11,123 | $811K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +0.8% | 10,354 | $755K |
| Intrepid Capital Management Inc. | 0.37% | No change | 10,290 | $750K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.2% | 10,425 | $745K |
| DoubleLine ETF Adviser LP | 0.22% | Add +5.9% | 10,183 | $742K |
| AlphaQuest LLC | 0.05% | Reduce -43.5% | 10,131 | $739K |
| Aaron Wealth Advisors LLC | 0.04% | New | 10,097 | $736K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -16.0% | 10,027 | $731K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -3.6% | 10,001 | $729K |
| Invst, LLC | 0.08% | Reduce -1.4% | 9,747 | $711K |
| MQS Management LLC | 0.41% | Reduce -14.8% | 9,746 | $710K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.0% | 9,684 | $706K |
| Naviter Wealth, LLC | 0.08% | Add +11.3% | 9,587 | $706K |
| M&T Bank Corp | 0.00% | Reduce -62.9% | 9,654 | $704K |
| Allworth Financial LP | 0.00% | Add +0.4% | 9,520 | $694K |
| Naples Global Advisors, LLC | 0.05% | Reduce -2.3% | 9,333 | $683K |
| Nomura Holdings Inc. | 0.00% | New | 9,073 | $661K |
| Probity Advisors, Inc. | 0.11% | Reduce -0.4% | 8,961 | $653K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.7% | 8,931 | $651K |
| Prelude Capital Management, LLC | 0.05% | Reduce -51.3% | 8,802 | $642K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.8% | 8,795 | $641K |
| Commerce Bank | 0.00% | No change | 8,721 | $636K |
| Tectonic Advisors LLC | 0.03% | Add +17.2% | 8,694 | $634K |
| Quadrant Capital Group LLC | 0.02% | No change | 8,638 | $630K |
| Louisiana State Employees Retirement System | 0.01% | No change | 8,600 | $627K |
| Plato Investment Management Ltd | 0.04% | No change | 8,659 | $626K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,439 | $615K |
| Janney Montgomery Scott LLC | 0.00% | Add +56.4% | 8,430 | $615K |
| Cambria Investment Management, L.P. | 0.04% | Add +15.6% | 8,419 | $614K |
| Groupe la Francaise | 0.01% | Add +8.7% | 8,109 | $591K |
| Investment Management Corp of Ontario | 0.01% | Add +93.5% | 8,095 | $590K |
| Stifel Financial Corp. | 0.00% | Reduce -14.4% | 7,940 | $579K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 7,854 | $573K |
| Syon Capital LLC | 0.03% | Add +58.1% | 7,842 | $572K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.7% | 7,807 | $571K |
| Corient Private Wealth LP | 0.00% | Add +18.2% | 7,787 | $568K |
| Securian Asset Management, Inc. | 0.01% | Reduce -8.2% | 7,784 | $567K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -3.9% | 7,350 | $536K |
| Mariner, LLC | 0.00% | New | 7,307 | $533K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,242 | $528K |
| Allstate Corp. | 0.01% | New | 7,087 | $517K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 7,078 | $516K |
| Generali Asset Management SPA SGR | 0.01% | No change | 7,044 | $514K |
| Arax Advisory Partners | 0.01% | Add +2154.3% | 6,898 | $503K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | Reduce -42.3% | 6,834 | $498K |
| William Blair Investment Management, LLC | 0.00% | Reduce -2.9% | 6,575 | $479K |
| Assenagon Asset Management S.A. | 0.00% | Add +5.5% | 6,509 | $475K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.1% | 6,548 | $472K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +0.1% | 6,472 | $472K |
| Evergreen Capital Management LLC | 0.01% | Add +2.2% | 6,468 | $472K |
| Federated Hermes, Inc. | 0.00% | Add +30.0% | 6,354 | $463K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 6,295 | $459K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -74.8% | 6,106 | $445K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.2% | 5,988 | $437K |
| Ostrum Asset Management | 0.02% | Reduce -3.0% | 5,980 | $436K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -7.0% | 5,902 | $430K |
| &partners | 0.00% | Add +12.6% | 5,873 | $430K |
| National Pension Service | 0.00% | Add +105.4% | 5,814 | $424K |
| DRW Securities, LLC | 0.02% | New | 5,694 | $414K |
| GC Wealth Management RIA, LLC | 0.01% | New | 5,595 | $408K |
| Smartleaf Asset Management LLC | 0.03% | Add +27.7% | 5,634 | $407K |
| Squarepoint Ops LLC | 0.00% | Add +26.6% | 5,562 | $405K |
| Wealthcare Capital Partners, LLC | 0.19% | No change | 5,528 | $403K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 5,475 | $399K |
| Entropy Technologies, LP | 0.03% | New | 5,297 | $386K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.4% | 5,286 | $385K |
| Telos Capital Management, Inc. | 0.04% | Add +3.7% | 5,225 | $381K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.1% | 5,208 | $380K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +20.8% | 5,192 | $378K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +37.6% | 5,198 | $378K |
| Larson Financial Group LLC | 0.01% | Reduce -15.8% | 5,064 | $369K |
| US Bancorp \de | 0.00% | Reduce -5.7% | 5,050 | $368K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.8% | 5,026 | $366K |
| Captrust Financial Advisors | 0.00% | Reduce -26.0% | 4,960 | $362K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 4,917 | $358K |
| Cwm, LLC | 0.00% | Add +301.8% | 4,894 | $357K |
| GAMMA Investing LLC | 0.02% | Add +13.5% | 4,852 | $354K |
| Intrua Financial, LLC | 0.04% | Reduce -2.3% | 4,777 | $348K |
| Candriam S.C.A. | 0.00% | Reduce -81.1% | 4,762 | $347K |
| Atria Investments, Inc | 0.00% | Reduce -2.2% | 4,739 | $345K |
| Bessemer Group Inc. | 0.00% | Add +6.1% | 4,666 | $340K |
| Diligent Investors, LLC | 0.08% | Reduce -19.4% | 4,555 | $332K |
| Mufg Securities Americas Inc. | 0.02% | Add +21.7% | 4,407 | $321K |
| Pensionfund Sabic | 0.09% | No change | 4,399 | $321K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,238 | $309K |
| Krilogy Financial LLC | 0.01% | New | 4,309 | $299K |
| Journey Strategic Wealth LLC | 0.01% | Add +8.7% | 4,094 | $298K |
| Fifth Third Bancorp | 0.00% | Reduce -7.0% | 4,088 | $298K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.2% | 4,027 | $294K |
| Comprehensive Money Management Services LLC | 0.21% | Reduce -3.1% | 4,019 | $293K |
| Callan Family Office, LLC | 0.01% | Add +36.6% | 4,006 | $292K |
| Aster Capital Management (DIFC) Ltd | 0.15% | Add +255.0% | 3,994 | $291K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -0.8% | 3,969 | $289K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.7% | 3,910 | $285K |
| FORA Capital, LLC | 0.05% | Reduce -33.7% | 3,900 | $284K |
| Merit Financial Group, LLC | 0.00% | Add +13.2% | 3,810 | $278K |
| Scientech Research LLC | 0.10% | Reduce -63.0% | 3,750 | $273K |
| Meeder Advisory Services, Inc. | 0.01% | New | 3,742 | $273K |
| Cetera Trust Company, N.A | 0.15% | No change | 3,738 | $273K |
| Inscription Capital, LLC | 0.03% | New | 3,652 | $266K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,590 | $257K |
| Greenleaf Trust | 0.00% | Reduce -7.1% | 3,490 | $254K |
| Osaic Holdings, Inc. | 0.00% | Add +19.1% | 3,489 | $254K |
| Compound Planning, Inc. | 0.01% | Add +6.9% | 3,379 | $246K |
| Sherbrooke Park Advisers LLC | 0.11% | Reduce -64.7% | 3,336 | $243K |
| Baker Avenue Asset Management, LP | 0.01% | New | 3,214 | $234K |
| MUFG Securities EMEA plc | 0.01% | Add +550.3% | 3,128 | $228K |
| LMR Partners LLP | 0.00% | Reduce -61.3% | 3,127 | $228K |
| Patton Fund Management, Inc. | 0.04% | No change | 3,083 | $225K |
| M&G PLC | 0.00% | Add +6.4% | 3,074 | $224K |
| Park Avenue Securities LLC | 0.00% | Add +5.2% | 3,040 | $222K |
| Avalon Trust Co | 0.01% | New | 3,000 | $219K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 2,952 | $215K |
| Tredje AP-fonden | 0.00% | Reduce -78.7% | 2,932 | $214K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -4.5% | 2,905 | $212K |
| Cresset Asset Management, LLC | 0.00% | New | 2,851 | $210K |
| Proficio Capital Partners LLC | 0.01% | Reduce -31.0% | 2,854 | $208K |
| Tidal Investments LLC | 0.00% | New | 2,828 | $206K |
| Longboard Asset Management, LP | 0.33% | New | 2,803 | $204K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 2,793 | $204K |
| Aprio Wealth Management, LLC | 0.02% | New | 2,772 | $202K |
| GTS Securities LLC | 0.01% | New | 2,747 | $200K |
| Parallel Advisors, LLC | 0.00% | Add +6.8% | 2,690 | $196K |
| FIL Ltd | 0.00% | Add +19.2% | 2,665 | $194K |
| CIBC Private Wealth Group LLC | 0.00% | Add +318.1% | 2,538 | $185K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -1.0% | 2,370 | $173K |
| Twin Tree Management, LP | 0.01% | Reduce -19.0% | 2,141 | $156K |
| Signaturefd, LLC | 0.00% | Add +20.1% | 1,916 | $140K |
| Principal Securities, Inc. | 0.00% | Add +2.4% | 1,882 | $137K |
| CX Institutional | 0.00% | Add +6.7% | 1,809 | $132K |
| Aew Capital Management L P | 0.01% | Add +20.0% | 1,800 | $131K |
| Proathlete Wealth Management LLC | 0.04% | Add +1.0% | 1,719 | $125K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.1% | 1,674 | $122K |
| Versant Capital Management, Inc | 0.02% | Reduce -28.5% | 1,638 | $119K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,590 | $116K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,555 | $113K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.1% | 1,539 | $112K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,485 | $108K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -90.5% | 1,404 | $102K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -56.2% | 1,357 | $99K |
| Jones Financial Companies LLLP | 0.00% | Add +13.9% | 1,293 | $92K |
| Covestor Ltd | 0.04% | Add +8.9% | 880 | $64K |
| Essential Partners LLC | 0.02% | New | 861 | $63K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 800 | $59K |
| Quarry LP | 0.02% | Add +1.3% | 806 | $59K |
| Wealthspire Advisors, LLC | 0.00% | New | 783 | $57K |
| SJS Investment Consulting Inc. | 0.01% | New | 678 | $49K |
| Advisory Services Network, LLC | 0.00% | New | 660 | $48K |
| TD Private Client Wealth LLC | 0.00% | Add +0.3% | 654 | $48K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 600 | $44K |
| Loomis Sayles & Co. L P | 0.00% | Add +1.7% | 600 | $44K |
| Cromwell Holdings LLC | 0.02% | No change | 553 | $41K |
| Canada Post Corp Registered Pension Plan | 0.00% | No change | 530 | $38K |
| Bogart Wealth, LLC | 0.00% | No change | 520 | $38K |
| Financial Consulate, Inc. | 0.01% | New | 518 | $38K |
| State of Wyoming | 0.00% | Reduce -2.0% | 489 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.8% | 474 | $35K |
| Huntington National Bank | 0.00% | Reduce -4.1% | 472 | $34K |
| CYBER HORNET ETFs LLC | 0.02% | Add +4.4% | 454 | $33K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 449 | $33K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.1% | 443 | $32K |
| Sentry Investment Management LLC | 0.02% | Reduce -19.9% | 451 | $32K |
| Clearstead Advisors, LLC | 0.00% | Add +3.1% | 428 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 416 | $30K |
| Capital Analysts, LLC | 0.00% | Reduce -0.7% | 409 | $30K |
| Brown Brothers Harriman & Co. | 0.00% | Add +63.0% | 406 | $30K |
| Creative Financial Designs Inc. | 0.00% | Add +95.7% | 366 | $27K |
| Spire Wealth Management | 0.00% | Reduce -32.2% | 365 | $27K |
| AllSquare Wealth Management LLC | 0.01% | No change | 321 | $23K |
| Dogwood Wealth Management LLC | 0.01% | Add +26.4% | 316 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.7% | 296 | $22K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 285 | $21K |
| Summit Securities Group LLC | 0.01% | Add +155.4% | 281 | $20K |
| Mather Group, Llc. | 0.00% | New | 279 | $20K |
| Tobam | 0.01% | No change | 268 | $20K |
| UMB Bank, n.a. | 0.00% | Reduce -5.3% | 230 | $17K |
| MAI Capital Management | 0.00% | Reduce -37.8% | 222 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.5% | 211 | $15K |
| Lavaca Capital LLC | 0.00% | No change | 200 | $15K |
| Blue Trust, Inc. | 0.00% | Reduce -7.0% | 199 | $15K |
| CVA Family Office, LLC | 0.00% | Reduce -19.6% | 185 | $13K |
| Clearstead Trust, LLC | 0.00% | Add +266.0% | 183 | $13K |
| True Wealth Design, LLC | 0.00% | Reduce -24.7% | 168 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -37.1% | 156 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 144 | $10K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.3% | 136 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -25.0% | 15 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 125 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 121 | $9K |
| Rothschild Investment LLC | 0.00% | Add +61.3% | 121 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 119 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 117 | $9K |
| Quent Capital, LLC | 0.00% | New | 115 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 113 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | Add +48.0% | 111 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 111 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -24.4% | 90 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -48.6% | 94 | $7K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 91 | $7K |
| Harbour Investments, Inc. | 0.00% | Add +214.8% | 85 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 87 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 79 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -75.1% | 78 | $6K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +54.0% | 77 | $6K |
| Grove Bank & Trust | 0.00% | No change | 70 | $5K |
| GW&K Investment Management, LLC | 0.00% | Reduce -14.1% | 67 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 66 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 64 | $5K |
| Whittier Trust Co. | 0.00% | Reduce -72.8% | 61 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 54 | $4K |
| CoreCap Advisors, LLC | 0.00% | Add +237.5% | 54 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -5.6% | 51 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 46 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +214.3% | 44 | $3K |
| Zions Bancorporation, National Association | 0.00% | Add +10.5% | 42 | $3K |
| Avion Wealth | 0.00% | Add +17.9% | 46 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 35 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 34 | $3K |
| Motco | 0.00% | No change | 31 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $2K |
| Sachetta, LLC | 0.00% | New | 28 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -88.7% | 28 | $2K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 27 | $2K |
| Abound Wealth Management | 0.00% | No change | 26 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 25 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 25 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 24 | $2K |
| LRI Investments, LLC | 0.00% | No change | 23 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 18 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -61.4% | 17 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 15 | $1K |
| First Horizon Corp. | 0.00% | — | 15 | $1K |
| Webster Bank, N. A. | 0.00% | No change | 14 | $1K |
| Hemington Wealth Management | 0.00% | No change | 18 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 13 | $960 |
| ORG Partners LLC | 0.00% | Reduce -45.8% | 13 | $945 |
| MV Capital Management, Inc. | 0.00% | No change | 11 | $802 |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -87.8% | 11 | $802 |
| Highline Wealth Partners LLC | 0.00% | No change | 9 | $682 |
| AdvisorNet Financial, Inc | 0.00% | Add +80.0% | 9 | $656 |
| American Capital Advisory, LLC | 0.00% | Add +166.7% | 8 | $584 |
| Clark Wealth Partners | 0.00% | No change | 8 | $552 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -74.1% | 7 | $511 |
| Rise Advisors, LLC | 0.00% | No change | 7 | $510 |
| Activest Wealth Management | 0.00% | Add +40.0% | 7 | $510 |
| TD Capital Management LLC | 0.00% | No change | 6 | $459 |
| Strengthening Families & Communities, LLC | 0.00% | New | 6 | $441 |
| Principia Wealth Advisory, LLC | 0.00% | New | 6 | $437 |
| Ameriflex Group, Inc. | 0.00% | Reduce -99.2% | 6 | $437 |
| Kilter Group LLC | 0.00% | No change | 5 | $365 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -84.8% | 5 | $365 |
| Binnacle Investments Inc | 0.00% | New | 3 | $219 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 2 | $171 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2 | $147 |
| Proffitt & Goodson Inc. | 0.00% | New | 2 | $146 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $73 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $72 |
"% of holder's portfolio" is REG's weight in each manager's 13F, not the share of Regency Centers Corp. the manager owns.