Regency CentersREG
13F holders, Q4 2025 (December 31)551holders +29
63new positions
47sold out
9famous investors
$69.07avg. 13F price*
At the end of Q4 2025, 551 institutions reported holding Regency Centers Corp. (REG) in their 13F filings, up 29 from Q3 2025. 63 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.5B) and Norges Bank ($1.2B). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $100.6M |
| Exits | 47 | $121.8M |
All 13F filers, Q3 2025 → Q4 2025: 9,543,074 shares bought and 6,190,738 shares sold, net +3,352,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 551 holders
| Vanguard Group Inc. | 0.03% | Add +0.0% | 27,862,840 | $1.9B |
| BlackRock, Inc. | 0.03% | Add +0.4% | 21,316,533 | $1.5B |
| Norges Bank | 0.13% | — | 17,147,133 | $1.2B |
| State Street Corp. | 0.03% | Add +1.4% | 12,572,876 | $877.3M |
| JPMorgan Chase & Co. | 0.05% | Reduce -0.8% | 10,191,587 | $703.5M |
| Principal Financial Group Inc. | 0.32% | Add +0.0% | 9,073,524 | $626.3M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -7.0% | 8,873,384 | $612.5M |
| Geode Capital Management, LLC | 0.02% | Add +1.4% | 4,915,089 | $338.1M |
| Invesco Ltd. | 0.03% | Add +7.2% | 4,261,437 | $294.2M |
| Boston Partners | 0.25% | Reduce -1.8% | 3,476,447 | $240.0M |
| Northern Trust Corp. | 0.02% | Reduce -5.2% | 2,657,776 | $183.5M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.5% | 2,600,693 | $179.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +5.2% | 2,576,542 | $177.9M |
| FMR LLC | 0.01% | Reduce -0.5% | 2,510,542 | $173.3M |
| Nuveen, LLC | 0.04% | Reduce -4.7% | 2,425,676 | $167.4M |
| Morgan Stanley | 0.01% | Add +8.8% | 2,144,760 | $148.1M |
| Deutsche Bank AG | 0.05% | Reduce -6.9% | 2,123,654 | $146.6M |
| APG Asset Management US Inc. | 1.09% | No change | 2,023,988 | $139.7M |
| CBRE Investment Management Listed Real Assets LLC | 1.91% | Reduce -1.8% | 1,879,365 | $129.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +75.3% | 1,806,165 | $124.7M |
| Legal & General Group Plc | 0.03% | Add +2.8% | 1,705,024 | $117.7M |
| Amundi | 0.03% | Add +36.9% | 1,542,649 | $106.5M |
| Bank of New York Mellon Corp | 0.02% | Add +0.5% | 1,333,821 | $92.1M |
| HSBC Holdings PLC | 0.05% | Reduce -11.5% | 1,290,771 | $89.1M |
| Prudential Financial Inc. | 0.11% | Add +130.8% | 1,280,334 | $88.4M |
| UBS Group AG | 0.02% | Reduce -13.2% | 1,160,980 | $80.1M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -26.5% | 1,079,642 | $74.5M |
| Wellington Management Group LLP | 0.01% | Reduce -15.9% | 1,042,614 | $72.0M |
| American Century Companies Inc. | 0.03% | Reduce -3.8% | 921,338 | $63.6M |
| AQR Capital Management | 0.03% | Add +364.9% | 842,037 | $58.1M |
| Barclays PLC | 0.02% | Add +83.3% | 838,299 | $57.9M |
| Millennium Management | 0.04% | Add +86.9% | 828,686 | $57.2M |
| PFA Pension, Forsikringsaktieselskab | 0.16% | — | 811,551 | $56.5M |
| GRS Advisors, LLC | 4.30% | New | 694,169 | $47.9M |
| Aberdeen Group plc | 0.07% | Reduce -0.3% | 630,726 | $43.5M |
| First Trust Advisors LP | 0.03% | Add +252.6% | 600,394 | $41.4M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -13.7% | 576,931 | $39.8M |
| Robeco Institutional Asset Management B.V. | 0.06% | Reduce -1.3% | 562,260 | $38.8M |
| CI Investments Inc. | 0.17% | Add +773.5% | 553,269 | $38.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -1.5% | 535,107 | $36.9M |
| California Public Employees Retirement System | 0.02% | Reduce -20.7% | 481,738 | $33.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +7.5% | 486,246 | $33.0M |
| National Bank of Canada | 0.03% | Reduce -3.7% | 477,726 | $33.0M |
| Swiss National Bank | 0.02% | Reduce -4.9% | 472,628 | $32.6M |
| Renaissance Technologies | 0.05% | Add +36.8% | 451,795 | $31.2M |
| Bank of America Corp. | 0.00% | Reduce -21.2% | 432,219 | $29.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +8.7% | 421,308 | $29.2M |
| Quantinno Capital Management LP | 0.06% | Add +44.7% | 416,827 | $28.8M |
| BNP Paribas Financial Markets | 0.02% | Add +15.3% | 396,256 | $27.4M |
| Asset Management One Co., Ltd. | 0.07% | Reduce -0.8% | 364,409 | $25.4M |
| Alyeska Investment Group, L.P. | 0.07% | Reduce -43.9% | 366,120 | $25.3M |
| Rhumbline Advisers | 0.02% | Reduce -1.4% | 357,890 | $24.7M |
| Centersquare Investment Management LLC | 0.24% | Add +0.0% | 352,034 | $24.3M |
| State of Tennessee, Department of Treasury | 0.08% | Add +6.4% | 325,267 | $23.7M |
| Arbejdsmarkedets Tillaegspension | 0.60% | — | 343,103 | $23.7M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -20.8% | 341,554 | $23.6M |
| Citigroup Inc. | 0.02% | Add +9.2% | 334,700 | $23.1M |
| California State Teachers Retirement System | 0.02% | Add +9.3% | 326,005 | $22.5M |
| KBC Group NV | 0.05% | Reduce -3.4% | 320,646 | $22.1M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +3.6% | 311,562 | $21.5M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -0.5% | 289,883 | $20.0M |
| Pacific Heights Asset Management LLC | 0.71% | Add +22.2% | 275,000 | $19.0M |
| CIBC Asset Management Inc | 0.04% | Add +7.0% | 265,524 | $18.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +176.2% | 264,111 | $18.2M |
| Franklin Resources Inc. | 0.00% | Reduce -2.5% | 261,857 | $18.1M |
| Guggenheim Capital LLC | 0.13% | Add +4.3% | 254,987 | $17.6M |
| Swedbank AB | 0.02% | No change | 231,660 | $16.0M |
| Rbo & Co. LLC | 2.45% | Add +14.9% | 223,214 | $15.4M |
| Alliancebernstein L.P. | 0.00% | Add +4.5% | 215,146 | $14.9M |
| Susquehanna Portfolio Strategies, LLC | 0.22% | Add +3269.5% | 205,744 | $14.2M |
| Macquarie Group Ltd. | 0.06% | Add +1.9% | 201,943 | $13.9M |
| Gotham Asset Management | 0.05% | Add +219.2% | 198,446 | $13.7M |
| Cibc World Market Inc. | 0.02% | Add +355.4% | 198,386 | $13.7M |
| Varma Mutual Pension Insurance Co | 0.08% | Add +27.4% | 197,737 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 196,588 | $13.6M |
| Danske Bank A/S | 0.03% | Add +37.1% | 196,455 | $13.6M |
| State of Wisconsin Investment Board | 0.03% | Add +8.4% | 194,190 | $13.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -7.8% | 193,744 | $13.4M |
| SG Americas Securities, LLC | 0.02% | Add +189.1% | 187,276 | $12.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.08% | Reduce -9.7% | 187,250 | $12.9M |
| Jefferies Financial Group Inc. | 0.11% | Reduce -50.1% | 181,996 | $12.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +20.0% | 178,600 | $12.3M |
| Cullen/Frost Bankers, Inc. | 0.13% | Add +6.5% | 176,222 | $12.2M |
| Daiwa Securities Group Inc. | 0.04% | Add +103.0% | 173,954 | $12.0M |
| Bank of Montreal | 0.00% | Add +35.0% | 171,227 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.5% | 167,024 | $11.5M |
| Allianz Asset Management GmbH | 0.01% | Reduce -5.4% | 165,489 | $11.4M |
| Uniplan Investment Counsel, Inc. | 1.18% | Reduce -1.6% | 165,110 | $11.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.6% | 163,913 | $11.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.6% | 159,359 | $11.0M |
| Baldwin Wealth Partners LLC | 0.70% | Reduce -0.2% | 158,872 | $11.0M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -7.0% | 156,822 | $10.8M |
| Andra AP-fonden | 0.13% | Reduce -7.8% | 155,300 | $10.7M |
| Boothbay Fund Management, LLC | 0.29% | Add +3546.3% | 154,528 | $10.7M |
| Voya Investment Management LLC | 0.01% | Add +123.2% | 149,848 | $10.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.0% | 149,445 | $10.3M |
| Aviva PLC | 0.02% | Add +5.4% | 144,958 | $10.0M |
| Davis Selected Advisers | 0.04% | Reduce -2.5% | 136,650 | $9.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.3% | 136,559 | $9.4M |
| Caisse de depot et placement du Quebec | 0.02% | Reduce -32.7% | 133,870 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +118.7% | 129,635 | $8.9M |
| Korea Investment CORP | 0.02% | Add +8.3% | 129,513 | $8.9M |
| New York State Common Retirement Fund | 0.01% | No change | 129,193 | $8.9M |
| Storebrand Asset Management As | 0.02% | Reduce -18.8% | 128,851 | $8.9M |
| ExodusPoint Capital Management, LP | 0.10% | New | 128,841 | $8.9M |
| APG Asset Management N.V. | 0.03% | Reduce -9.3% | 150,350 | $8.8M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.7% | 127,010 | $8.8M |
| STRS Ohio | 0.03% | Add +26.4% | 125,128 | $8.6M |
| Cander Asset Management LP | 1.56% | — | 121,912 | $8.4M |
| SummitTX Capital, L.P. | 0.24% | Add +19.8% | 115,157 | $7.9M |
| LPL Financial LLC | 0.00% | Reduce -9.3% | 109,347 | $7.5M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -0.4% | 105,630 | $7.3M |
| Royal London Asset Management Ltd. | 0.01% | Add +6.5% | 102,232 | $7.1M |
| Toronto Dominion Bank | 0.01% | Add +0.1% | 99,869 | $6.9M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -0.6% | 99,333 | $6.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -1.1% | 97,367 | $6.7M |
| Van Eck Associates Corp. | 0.01% | Add +5.2% | 97,146 | $6.7M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -3.6% | 95,469 | $6.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +16.9% | 93,595 | $6.5M |
| Balyasny Asset Management L.P. | 0.01% | Add +507.5% | 92,979 | $6.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | Add +158.7% | 91,969 | $6.3M |
| Calamos Advisors LLC | 0.04% | Reduce -3.9% | 90,332 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.3% | 89,491 | $6.2M |
| Man Group plc | 0.01% | Add +7.8% | 89,376 | $6.2M |
| Vert Asset Management LLC | 1.95% | Add +8.3% | 84,912 | $5.9M |
| Landmark Investment Partners, L.P. | 5.02% | New | 84,873 | $5.9M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -37.9% | 84,513 | $5.8M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +0.1% | 83,827 | $5.8M |
| Brown Advisory Inc. | 0.01% | Add +16.9% | 83,590 | $5.8M |
| Sei Investments Co. | 0.01% | Reduce -5.4% | 82,513 | $5.7M |
| Citadel Advisors | 0.00% | Reduce -42.4% | 81,708 | $5.6M |
| Nomura Asset Management International Inc. | 0.01% | — | 81,443 | $5.6M |
| Vestcor Inc | 0.16% | Add +3.2% | 80,993 | $5.6M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -5.2% | 76,516 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +53.1% | 76,361 | $5.3M |
| Sophron Capital Management L.P. | 1.68% | New | 75,834 | $5.2M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.8% | 75,679 | $5.2M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 80,078 | $5.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -0.9% | 69,639 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.9% | 66,856 | $4.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -2.5% | 65,707 | $4.6M |
| UniSuper Management Pty Ltd | 0.03% | Reduce -19.0% | 66,162 | $4.6M |
| Cibc World Markets Corp. | 0.02% | — | 64,575 | $4.5M |
| Creative Planning | 0.00% | Add +70.0% | 64,455 | $4.4M |
| Advisors Preferred, LLC | 0.71% | New | 64,120 | $4.4M |
| TD Asset Management Inc | 0.00% | Add +36.0% | 62,025 | $4.3M |
| KLP Kapitalforvaltning As | 0.02% | No change | 61,300 | $4.3M |
| IFM Investors Pty Ltd | 0.04% | Add +0.0% | 61,166 | $4.2M |
| Dean Investment Associates, LLC | 0.60% | Add +2.3% | 61,038 | $4.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +1.5% | 60,541 | $4.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.11% | Add +52.9% | 58,670 | $4.0M |
| First American Trust, FSB | 0.27% | New | 57,746 | $4.0M |
| Focus Partners Wealth | 0.00% | New | 57,524 | $4.0M |
| Bank of Nova Scotia | 0.01% | Add +176.9% | 56,988 | $3.9M |
| Handelsbanken Fonder AB | 0.01% | Add +28.4% | 56,900 | $3.9M |
| Credit Agricole S A | 0.01% | Add +14.5% | 54,552 | $3.8M |
| TrustWell Financial Advisors, LLC | 3.61% | — | 54,020 | $3.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -19.5% | 53,907 | $3.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +0.5% | 53,793 | $3.7M |
| Azzad Asset Management Inc. | 0.36% | Add +68.6% | 53,562 | $3.7M |
| Westpac Banking Corp. | 0.23% | No change | 52,201 | $3.6M |
| Presima Securities ULC | 1.99% | Add +0.6% | 50,019 | $3.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | New | 49,560 | $3.4M |
| Forsta Ap-Fonden | 0.02% | Add +11.2% | 48,500 | $3.3M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.6% | 47,383 | $3.3M |
| Arizona State Retirement System | 0.02% | Reduce -7.1% | 47,295 | $3.3M |
| Cerity Partners LLC | 0.00% | Add +298.7% | 46,344 | $3.2M |
| OP Asset Management Ltd | 0.04% | Add +104.3% | 45,900 | $3.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.4% | 44,299 | $3.1M |
| Metis Global Partners, LLC | 0.07% | Add +4.3% | 44,240 | $3.1M |
| Czech National Bank | 0.02% | Add +4.6% | 43,405 | $3.0M |
| GAMCO Investors | 0.03% | Reduce -5.7% | 43,046 | $3.0M |
| State of Michigan Retirement System | 0.01% | Reduce -3.2% | 42,804 | $3.0M |
| Public Sector Pension Investment Board | 0.01% | Add +18.7% | 41,780 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -51.0% | 40,709 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 39,398 | $2.7M |
| Eurizon Capital SGR S.p.A. | 0.01% | — | 39,018 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.1% | 37,760 | $2.7M |
| NEOS Investment Management LLC | 0.02% | Add +31.6% | 38,345 | $2.6M |
| ProShare Advisors LLC | 0.00% | Add +7.8% | 37,619 | $2.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +18.7% | 37,367 | $2.6M |
| Mariner, LLC | 0.00% | Add +407.9% | 37,112 | $2.6M |
| Xponance LLC | 0.02% | Add +5.1% | 36,591 | $2.5M |
| QRG Capital Management, Inc. | 0.03% | Add +0.9% | 35,924 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -22.8% | 34,766 | $2.4M |
| Entropy Technologies, LP | 0.13% | Add +546.8% | 34,259 | $2.4M |
| Dean Capital Management | 0.93% | Add +3.2% | 31,542 | $2.2M |
| SCS Capital Management LLC | 0.02% | Add +0.9% | 31,472 | $2.2M |
| Bokf, NA | 0.03% | Reduce -44.8% | 31,454 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -3.0% | 31,354 | $2.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -2.2% | 30,886 | $2.1M |
| Campbell & CO Investment Adviser LLC | 0.10% | Add +34.7% | 30,635 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +23.3% | 30,557 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -21.8% | 30,044 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +41.3% | 29,803 | $2.1M |
| Utah Retirement Systems | 0.02% | No change | 29,748 | $2.1M |
| DNB Asset Management AS | 0.01% | Reduce -11.6% | 29,439 | $2.0M |
| New Age Alpha Advisors, LLC | 0.09% | Reduce -14.2% | 29,087 | $2.0M |
| Lasalle Investment Management Securities LLC | 0.08% | No change | 28,418 | $2.0M |
| Wolverine Asset Management LLC | 0.11% | Add +90.8% | 28,344 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | Add +112.5% | 27,697 | $1.9M |
| Stableford Capital II LLC | 0.68% | Reduce -4.2% | 27,293 | $1.9M |
| D L Carlson Investment Group Inc. | 0.31% | Reduce -2.9% | 26,831 | $1.9M |
| Quantbot Technologies LP | 0.06% | New | 26,250 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +33.6% | 25,996 | $1.8M |
| M&T Bank Corp | 0.01% | Add +168.6% | 25,931 | $1.8M |
| Knights of Columbus Asset Advisors LLC | 0.10% | Reduce -6.8% | 25,793 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.0% | 25,322 | $1.7M |
| Harvest Portfolios Group Inc. | 0.03% | Reduce -26.3% | 24,634 | $1.7M |
| ASR Vermogensbeheer N.V. | 0.02% | Reduce -0.7% | 24,368 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Add +0.5% | 24,175 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +8.3% | 23,792 | $1.6M |
| Horizon Investments, LLC | 0.02% | Add +15.3% | 23,752 | $1.6M |
| Caxton Associates LLP | 0.03% | No change | 23,665 | $1.6M |
| New York Life Investment Management LLC | 0.01% | Reduce -41.5% | 22,827 | $1.6M |
| West Paces Advisors Inc. | 0.30% | No change | 22,635 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 22,547 | $1.6M |
| Moran Wealth Management, LLC | 0.05% | Reduce -1.6% | 22,544 | $1.6M |
| Inspire Investing, LLC | 0.14% | Add +2.8% | 22,339 | $1.5M |
| Rakuten Investment Management, Inc. | 0.01% | Add +55.4% | 21,987 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +105.7% | 21,448 | $1.5M |
| Baker Ellis Asset Management LLC | 0.18% | Reduce -2.2% | 21,584 | $1.5M |
| Grace & White Inc. | 0.27% | No change | 21,519 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -3.2% | 21,283 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Add +1.6% | 21,173 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -61.6% | 21,150 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +167.7% | 21,023 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +132.8% | 20,794 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -12.9% | 20,233 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -1.9% | 19,859 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.1% | 19,599 | $1.4M |
| Pensionfund Sabic | 0.36% | Add +341.0% | 19,399 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.1% | 18,813 | $1.3M |
| Natixis | 0.01% | Add +1.5% | 18,780 | $1.3M |
| Norinchukin Bank, The | 0.01% | Add +3.4% | 18,334 | $1.3M |
| Picton Mahoney Asset Management | 0.01% | Add +61.3% | 18,201 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.2% | 17,673 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | Reduce -61.0% | 17,436 | $1.2M |
| BDF-Gestion | 0.15% | Reduce -6.3% | 17,341 | $1.2M |
| Beck Capital Management, LLC | 0.28% | Add +14.9% | 17,156 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Add +24.5% | 16,822 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 16,790 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +111.6% | 16,478 | $1.1M |
| F/m Investments LLC | 0.04% | New | 16,341 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.6% | 16,300 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +7.7% | 16,234 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.4% | 16,230 | $1.1M |
| AlphaQuest LLC | 0.06% | Add +59.5% | 16,163 | $1.1M |
| Ethic Inc. | 0.02% | Add +15.0% | 15,836 | $1.1M |
| Nordea Investment Management AB | 0.00% | Add +6.7% | 15,770 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.32% | Reduce -5.7% | 15,560 | $1.1M |
| Allstate Corp. | 0.01% | Add +118.8% | 15,504 | $1.1M |
| Jain Global LLC | 0.01% | New | 15,420 | $1.1M |
| VCI Wealth Management LLC | 0.29% | Add +27.4% | 15,346 | $1.1M |
| Impax Asset Management Group plc | 0.01% | No change | 14,896 | $1.0M |
| GMO | 0.00% | New | 14,773 | $1.0M |
| Cwm, LLC | 0.00% | Add +183.8% | 13,887 | $959K |
| Cohen & Steers, Inc. | 0.00% | Add +0.1% | 13,450 | $928K |
| Spirit of America Management Corp. | 0.20% | No change | 13,400 | $925K |
| Summit Trail Advisors, LLC | 0.02% | Reduce -16.8% | 13,193 | $918K |
| Cetera Investment Advisers | 0.00% | Add +7.1% | 13,290 | $917K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 12,808 | $884K |
| Sargent Investment Group, LLC | 0.11% | New | 12,513 | $864K |
| Vident Advisory, LLC | 0.01% | Reduce -10.1% | 12,477 | $861K |
| Siemens Fonds Invest GmbH | 0.05% | Add +418.2% | 12,282 | $855K |
| Mizuho Securities USA LLC | 0.01% | Add +0.7% | 11,986 | $853K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 12,227 | $844K |
| Tobam | 0.21% | Add +4422.0% | 12,119 | $837K |
| GeoWealth Management, LLC | 0.03% | Reduce -5.2% | 11,955 | $825K |
| Investment Management Corp of Ontario | 0.01% | Add +45.0% | 11,736 | $810K |
| Aaron Wealth Advisors LLC | 0.04% | Add +15.7% | 11,680 | $806K |
| Stifel Financial Corp. | 0.00% | Add +44.6% | 11,480 | $792K |
| D. E. Shaw & Co. | 0.00% | New | 11,453 | $791K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -27.3% | 11,418 | $788K |
| Syon Capital LLC | 0.04% | Add +42.6% | 11,187 | $772K |
| AlphaGrep UK Ltd | 0.26% | — | 11,064 | $764K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 10,905 | $753K |
| Canada Pension Plan Investment Board | 0.00% | New | 10,900 | $752K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 10,709 | $739K |
| DoubleLine ETF Adviser LP | 0.22% | Add +3.8% | 10,570 | $730K |
| Qtron Investments LLC | 0.09% | Reduce -5.8% | 10,473 | $723K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +100.8% | 10,426 | $720K |
| Tredje AP-fonden | 0.01% | Add +248.1% | 10,206 | $705K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -2.6% | 10,087 | $696K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 10,001 | $690K |
| Lazard Asset Management LLC | 0.00% | Reduce -36.8% | 9,679 | $668K |
| Probity Advisors, Inc. | 0.11% | Add +7.4% | 9,621 | $664K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.9% | 9,518 | $657K |
| Naples Global Advisors, LLC | 0.05% | No change | 9,333 | $651K |
| Hartford Investment Management Co. | 0.02% | Reduce -2.6% | 9,431 | $651K |
| Caprock Group, LLC | 0.01% | Reduce -32.9% | 9,116 | $642K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +4.0% | 9,150 | $632K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +86.0% | 9,144 | $631K |
| Tectonic Advisors LLC | 0.03% | Add +4.8% | 9,114 | $629K |
| Ieq Capital, LLC | 0.00% | New | 9,006 | $622K |
| Intrepid Capital Management Inc. | 0.30% | Reduce -12.9% | 8,966 | $619K |
| Naviter Wealth, LLC | 0.08% | Reduce -8.6% | 8,764 | $612K |
| Plato Investment Management Ltd | 0.04% | No change | 8,659 | $601K |
| National Pension Service | 0.00% | Add +49.5% | 8,692 | $600K |
| Quadrant Capital Group LLC | 0.02% | Add +0.5% | 8,680 | $599K |
| Captrust Financial Advisors | 0.00% | Add +71.7% | 8,514 | $588K |
| Merit Financial Group, LLC | 0.00% | Add +122.5% | 8,476 | $585K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,439 | $583K |
| Cambria Investment Management, L.P. | 0.03% | Add +0.1% | 8,423 | $581K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.3% | 8,400 | $580K |
| Commerce Bank | 0.00% | Reduce -3.8% | 8,386 | $579K |
| Kingdom Financial Group LLC. | 0.17% | New | 8,118 | $560K |
| Groupe la Francaise | 0.01% | No change | 8,109 | $560K |
| Aster Capital Management (DIFC) Ltd | 0.24% | Add +101.8% | 8,059 | $556K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.4% | 7,918 | $547K |
| New Mexico Educational Retirement Board | 0.02% | Add +2.7% | 7,550 | $521K |
| Generali Asset Management SPA SGR | 0.01% | Add +5.9% | 7,459 | $515K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +15.7% | 7,574 | $515K |
| Allworth Financial LP | 0.00% | Reduce -21.9% | 7,432 | $513K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.7% | 7,346 | $507K |
| Pasadena Private Wealth, LLC | 0.07% | New | 7,267 | $502K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 7,207 | $497K |
| United Capital Financial Advisors, LLC | 0.00% | Add +20.2% | 7,093 | $490K |
| Invst, LLC | 0.05% | Reduce -27.3% | 7,091 | $489K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 7,078 | $489K |
| Callan Family Office, LLC | 0.01% | Add +75.2% | 7,018 | $484K |
| Nomura Holdings Inc. | 0.00% | Reduce -23.3% | 6,955 | $480K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -30.9% | 6,929 | $478K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | No change | 6,834 | $472K |
| Assenagon Asset Management S.A. | 0.00% | Add +4.9% | 6,827 | $471K |
| MUFG Securities EMEA plc | 0.01% | Add +114.4% | 6,706 | $463K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.6% | 6,689 | $462K |
| Evergreen Capital Management LLC | 0.01% | Add +2.0% | 6,597 | $461K |
| Abn Amro Investment Solutions | 0.01% | New | 6,654 | $459K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -0.9% | 6,414 | $443K |
| Curi Capital, LLC | 0.01% | New | 6,256 | $437K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 6,295 | $435K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 6,260 | $432K |
| North Dakota State Investment Board | 0.02% | — | 6,211 | $429K |
| Osaic Holdings, Inc. | 0.00% | Add +74.1% | 6,075 | $419K |
| Candriam S.C.A. | 0.00% | Add +27.6% | 6,076 | $419K |
| William Blair Investment Management, LLC | 0.00% | Reduce -9.0% | 5,981 | $413K |
| &partners | 0.00% | Add +1.4% | 5,953 | $411K |
| Fisher Asset Management | 0.00% | New | 5,899 | $407K |
| Prudential PLC | 0.00% | Reduce -91.2% | 5,808 | $401K |
| Schroder Investment Management Group | 0.00% | Reduce -75.2% | 5,705 | $397K |
| Teacher Retirement System of Texas | 0.00% | Reduce -78.7% | 5,710 | $394K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +7.1% | 5,569 | $385K |
| Wealthcare Capital Partners, LLC | 0.18% | Reduce -0.1% | 5,523 | $381K |
| Chicago Partners Investment Group LLC | 0.01% | Add +47.9% | 5,308 | $378K |
| Telos Capital Management, Inc. | 0.03% | Add +2.9% | 5,378 | $371K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 5,301 | $370K |
| Sagewood Asset Management LP | 0.13% | — | 5,307 | $366K |
| Hazelview Securities Inc. | 0.07% | Reduce -97.2% | 5,370 | $365K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +1.0% | 5,260 | $363K |
| Verition Fund Management LLC | 0.00% | Reduce -98.2% | 5,019 | $346K |
| Meeder Advisory Services, Inc. | 0.01% | Add +33.8% | 5,007 | $346K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | — | 4,990 | $344K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 4,924 | $344K |
| US Bancorp \de | 0.00% | Reduce -1.8% | 4,959 | $342K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -13.3% | 4,886 | $340K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 4,918 | $339K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.9% | 4,868 | $336K |
| Bessemer Group Inc. | 0.00% | Add +2.5% | 4,783 | $329K |
| Atria Investments, Inc | 0.00% | Reduce -0.6% | 4,711 | $325K |
| Journey Strategic Wealth LLC | 0.01% | Add +14.6% | 4,691 | $324K |
| Krilogy Financial LLC | 0.01% | Add +5.2% | 4,533 | $323K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.6% | 4,616 | $319K |
| Sivia Capital Partners, LLC | 0.06% | New | 4,616 | $319K |
| Diligent Investors, LLC | 0.08% | No change | 4,555 | $314K |
| Larson Financial Group LLC | 0.01% | Reduce -10.4% | 4,538 | $313K |
| Ostrum Asset Management | 0.01% | Reduce -24.9% | 4,491 | $310K |
| Federated Hermes, Inc. | 0.00% | Reduce -29.7% | 4,469 | $308K |
| Kera Capital Partners, Inc. | 0.04% | New | 4,232 | $308K |
| V-Square Quantitative Management LLC | 0.03% | New | 4,458 | $308K |
| Mufg Securities Americas Inc. | 0.02% | Add +0.6% | 4,435 | $306K |
| Securian Asset Management, Inc. | 0.01% | Reduce -43.0% | 4,435 | $306K |
| Squarepoint Ops LLC | 0.00% | Reduce -21.1% | 4,387 | $303K |
| Intrua Financial, LLC | 0.03% | Reduce -8.8% | 4,355 | $301K |
| EP Wealth Advisors, LLC | 0.00% | — | 4,190 | $289K |
| Insigneo Advisory Services, LLC | 0.02% | Add +1.6% | 4,032 | $278K |
| Comprehensive Money Management Services LLC | 0.19% | No change | 4,019 | $277K |
| Pensionfund PDN | 0.18% | New | 4,000 | $276K |
| Cetera Trust Company, N.A | 0.14% | Add +2.0% | 3,813 | $263K |
| Scientech Research LLC | 0.16% | Add +0.6% | 3,773 | $260K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 3,607 | $249K |
| HUB Investment Partners, LLC | 0.01% | New | 3,601 | $249K |
| Fifth Third Bancorp | 0.00% | Reduce -12.0% | 3,599 | $248K |
| Baker Avenue Asset Management, LP | 0.01% | Add +11.9% | 3,598 | $248K |
| DRW Securities, LLC | 0.02% | Reduce -38.6% | 3,493 | $241K |
| GAMMA Investing LLC | 0.01% | Reduce -29.1% | 3,438 | $237K |
| Brooklyn Investment Group | 0.01% | New | 3,396 | $237K |
| M&G PLC | 0.00% | Add +11.1% | 3,415 | $236K |
| Compound Planning, Inc. | 0.01% | Add +0.3% | 3,390 | $234K |
| Greenleaf Trust | 0.00% | Reduce -4.2% | 3,343 | $231K |
| Optas, LLC | 0.03% | New | 3,232 | $223K |
| Patton Fund Management, Inc. | 0.03% | Add +4.4% | 3,219 | $222K |
| Woodline Partners LP | 0.00% | New | 3,155 | $218K |
| Avalon Trust Co | 0.01% | Add +2.4% | 3,071 | $212K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -23.3% | 2,998 | $207K |
| HB Wealth Management, LLC | 0.00% | New | 2,995 | $207K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,991 | $206K |
| Parallel Advisors, LLC | 0.00% | Add +10.0% | 2,958 | $204K |
| Certuity, LLC | 0.01% | New | 2,937 | $203K |
| NewEdge Wealth, LLC | 0.00% | New | 2,928 | $202K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 2,913 | $201K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -1.6% | 2,858 | $197K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +84.2% | 2,834 | $196K |
| CX Institutional | 0.00% | Add +26.1% | 2,281 | $157K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -54.9% | 2,269 | $157K |
| Farther Finance Advisors, LLC | 0.00% | Add +32.1% | 2,211 | $153K |
| Rockefeller Capital Management L.P. | 0.00% | Add +38.7% | 2,205 | $152K |
| FIL Ltd | 0.00% | Reduce -19.4% | 2,148 | $148K |
| Acadian Asset Management LLC | 0.00% | New | 2,112 | $145K |
| Tema ETFs LLC | 0.01% | New | 2,032 | $140K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -21.6% | 1,991 | $137K |
| Signaturefd, LLC | 0.00% | Add +3.3% | 1,979 | $137K |
| Proathlete Wealth Management LLC | 0.03% | Add +1.0% | 1,736 | $120K |
| Aew Capital Management L P | 0.01% | Reduce -11.1% | 1,600 | $110K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,555 | $107K |
| Exchange Traded Concepts, LLC | 0.00% | Add +8.6% | 1,525 | $105K |
| Essential Partners LLC | 0.03% | Add +73.9% | 1,497 | $103K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,485 | $103K |
| Jones Financial Companies LLLP | 0.00% | Add +13.2% | 1,463 | $101K |
| Canada Post Corp Registered Pension Plan | 0.00% | Add +164.2% | 1,400 | $97K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,265 | $87K |
| Versant Capital Management, Inc | 0.01% | Reduce -31.3% | 1,125 | $78K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -25.8% | 1,007 | $70K |
| Triumph Capital Management | 0.01% | New | 1,000 | $69K |
| Arax Advisory Partners | 0.00% | Reduce -86.7% | 916 | $63K |
| Brown Brothers Harriman & Co. | 0.00% | Add +124.1% | 910 | $63K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +1057.1% | 891 | $62K |
| Covestor Ltd | 0.03% | No change | 880 | $61K |
| Penserra Capital Management LLC | 0.00% | New | 884 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +71.5% | 813 | $56K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 800 | $56K |
| Clearstead Advisors, LLC | 0.00% | Add +81.5% | 777 | $54K |
| Global Retirement Partners, LLC | 0.00% | Add +433.1% | 725 | $50K |
| SJS Investment Consulting Inc. | 0.01% | Add +6.5% | 722 | $50K |
| TD Private Client Wealth LLC | 0.00% | Add +2.1% | 668 | $46K |
| State of Wyoming | 0.00% | Add +26.4% | 618 | $43K |
| MAI Capital Management | 0.00% | Add +176.6% | 614 | $42K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 600 | $41K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -3.5% | 579 | $40K |
| IFP Advisors, Inc | 0.00% | Add +528.6% | 572 | $39K |
| Creative Financial Designs Inc. | 0.00% | Add +56.0% | 571 | $39K |
| Cromwell Holdings LLC | 0.02% | No change | 553 | $39K |
| Financial Consulate, Inc. | 0.01% | Add +1.5% | 526 | $36K |
| Bogart Wealth, LLC | 0.00% | No change | 520 | $36K |
| CYBER HORNET ETFs LLC | 0.02% | Add +5.3% | 478 | $33K |
| Sentry Investment Management LLC | 0.02% | No change | 451 | $31K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 449 | $31K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.9% | 447 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Add +388.9% | 440 | $30K |
| Huntington National Bank | 0.00% | Reduce -12.9% | 411 | $28K |
| Capital Analysts, LLC | 0.00% | Add +0.5% | 411 | $28K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 393 | $27K |
| Ancora Advisors LLC | 0.00% | Add +1458.3% | 374 | $26K |
| Havemeyer Place LP | 0.01% | — | 370 | $26K |
| Rothschild Investment LLC | 0.00% | Add +191.7% | 353 | $24K |
| Spire Wealth Management | 0.00% | Reduce -4.1% | 350 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.1% | 320 | $22K |
| True Wealth Design, LLC | 0.01% | Add +80.4% | 303 | $21K |
| SageView Advisory Group, LLC | 0.00% | New | 286 | $20K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 285 | $20K |
| NewEdge Advisors, LLC | 0.00% | Reduce -39.7% | 251 | $17K |
| Summit Securities Group LLC | 0.00% | Reduce -13.2% | 244 | $17K |
| Quent Capital, LLC | 0.00% | Add +102.6% | 233 | $16K |
| DV Equities, LLC | 0.00% | — | 231 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.5% | 210 | $14K |
| Lavaca Capital LLC | 0.00% | No change | 200 | $14K |
| CVA Family Office, LLC | 0.00% | Add +7.0% | 198 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -4.5% | 190 | $13K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -41.5% | 185 | $13K |
| UMB Bank, n.a. | 0.00% | Reduce -27.8% | 166 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +788.9% | 160 | $11K |
| Bell Investment Advisors, Inc | 0.00% | No change | 156 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | New | 153 | $11K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 150 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +76.5% | 150 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 125 | $9K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Add +93.8% | 124 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 121 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -16.7% | 120 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 119 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +52.6% | 119 | $8K |
| Delta Asset Management LLC | 0.00% | No change | 117 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 113 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 111 | $8K |
| Manchester Capital Management LLC | 0.00% | Add +289.3% | 109 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -8.1% | 102 | $7K |
| Private Trust Co. NA | 0.00% | Add +84.3% | 94 | $6K |
| Elyxium Wealth, LLC | 0.00% | New | 93 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 87 | $6K |
| Fairman Group, LLC | 0.00% | New | 76 | $5K |
| ORG Partners LLC | 0.00% | Add +476.9% | 75 | $5K |
| GW&K Investment Management, LLC | 0.00% | No change | 67 | $5K |
| Salomon & Ludwin, LLC | 0.00% | New | 71 | $5K |
| Grove Bank & Trust | 0.00% | No change | 70 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 66 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 64 | $4K |
| Whittier Trust Co. | 0.00% | No change | 61 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 60 | $4K |
| Quarry LP | 0.00% | Reduce -92.6% | 60 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 57 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 54 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +200.0% | 45 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 46 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 44 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Add +34.5% | 39 | $3K |
| Zions Bancorporation, National Association | 0.00% | Reduce -9.5% | 38 | $3K |
| Root Financial Partners, LLC | 0.00% | Add +48.0% | 37 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 35 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 34 | $2K |
| Motco | 0.00% | No change | 31 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 29 | $2K |
| Avion Wealth | 0.00% | Reduce -30.4% | 32 | $2K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 27 | $2K |
| Sachetta, LLC | 0.00% | No change | 28 | $2K |
| Abound Wealth Management | 0.00% | No change | 26 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +92.3% | 25 | $2K |
| LRI Investments, LLC | 0.00% | No change | 23 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 21 | $1K |
| Clearstead Trust, LLC | 0.00% | Reduce -89.6% | 19 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $1K |
| Activest Wealth Management | 0.00% | Add +128.6% | 16 | $1K |
| CoreCap Advisors, LLC | 0.00% | Reduce -70.4% | 16 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 15 | $1K |
| First Horizon Corp. | 0.00% | No change | 15 | $1K |
| Webster Bank, N. A. | 0.00% | No change | 14 | $966 |
| Manning & Napier Advisors LLC | 0.00% | New | 13 | $905 |
| Sunrise Financial Services, LLC | 0.00% | — | 12 | $828 |
| MV Capital Management, Inc. | 0.00% | No change | 11 | $760 |
| Highline Wealth Partners LLC | 0.00% | No change | 9 | $652 |
| Cornerstone Financial Management LLC | 0.00% | — | 9 | $621 |
| International Assets Investment Management, LLC | 0.00% | New | 9 | $621 |
| Clark Wealth Partners | 0.00% | No change | 8 | $552 |
| Signature Resources Capital Management, LLC | 0.00% | New | 7 | $483 |
| TD Capital Management LLC | 0.00% | No change | 6 | $439 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $414 |
| Rossby Financial, LCC | 0.00% | New | 6 | $414 |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | — | 5 | $365 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 5 | $349 |
| Kilter Group LLC | 0.00% | No change | 5 | $346 |
| SouthState Bank Corp | 0.00% | Reduce -82.3% | 3 | $208 |
| Arcadia Investment Management Corp. | 0.00% | New | 3 | $208 |
| Quattro Advisors LLC | 0.00% | — | 3 | $207 |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 3 | $207 |
| Colonial Trust Co / SC | 0.00% | New | 3 | $207 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 2 | $164 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2 | $140 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 2 | $139 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $70 |
| American Capital Advisory, LLC | 0.00% | Reduce -87.5% | 1 | $70 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $69 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $69 |
"% of holder's portfolio" is REG's weight in each manager's 13F, not the share of Regency Centers Corp. the manager owns.