Regency CentersREG

13F holders, Q2 2026 (June 30)
612holders +23
63new positions
39sold out
10famous investors
$79.87avg. 13F price*

At the end of Q2 2026, 612 institutions reported holding Regency Centers Corp. (REG) in their 13F filings, up 23 from Q1 2026. 63 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($1.6B), Norges Bank ($1.4B) and Vanguard Portfolio Management LLC ($1.2B). 10 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Regency Centers Corp.
Sector
Real Estate
CUSIP
758849103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 464Q1 2024Q2 2024: 457Q2 2024Q3 2024: 485Q3 2024Q4 2024: 492Q4 2024Q1 2025: 513Q1 2025Q2 2025: 515Q2 2025Q3 2025: 522Q3 2025Q4 2025: 551Q4 2025Q1 2026: 589Q1 2026Q2 2026: 612Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions63$115.0M
Exits39$211.8M

All 13F filers, Q1 2026 → Q2 2026: 13,556,737 shares bought and 15,397,664 shares sold, net −1,840,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 612 holders

BlackRock, Inc. 0.02% Reduce -3.3% 20,038,470 $1.6B
Norges Bank 0.14% — 17,146,561 $1.4B
Vanguard Portfolio Management LLC 0.05% Reduce -0.6% 14,900,348 $1.2B
State Street Corp. 0.03% Reduce -0.8% 12,168,256 $979.3M
Vanguard Capital Management LLC 0.02% Add +0.5% 11,347,085 $904.8M
T. Rowe Price Associates Inc. 0.07% Reduce -6.2% 8,319,707 $663.4M
Principal Financial Group Inc. 0.31% Reduce -20.5% 7,952,827 $634.2M
JPMorgan Chase & Co. 0.03% Reduce -40.1% 6,158,434 $501.3M
Geode Capital Management, LLC 0.02% Add +1.7% 5,119,989 $406.9M
Invesco Ltd. 0.03% Add +3.0% 4,219,542 $336.5M
Boston Partners 0.27% Add +3.2% 3,871,117 $308.7M
Northern Trust Corp. 0.03% Add +2.4% 3,344,306 $266.7M
Charles Schwab Investment Management Inc. 0.03% Add +7.2% 2,843,594 $226.7M
FMR LLC 0.01% Add +12.1% 2,734,908 $218.1M
Dimensional Fund Advisors LP 0.04% Add +0.5% 2,680,213 $213.7M
APG Asset Management US Inc. 1.44% Reduce -0.4% 2,593,992 $205.9M
Morgan Stanley 0.01% Add +7.1% 2,431,334 $193.9M
Deutsche Bank AG 0.05% Reduce -16.8% 2,135,462 $170.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +18982.4% 1,953,088 $155.7M
Qube Research & Technologies Ltd 0.17% Add +1612.5% 1,869,861 $149.1M
Prudential Financial Inc. 0.16% Add +36.9% 1,799,232 $143.5M
CBRE Investment Management Listed Real Assets LLC 1.82% Add +29.4% 1,636,814 $130.5M
Goldman Sachs Group Inc. 0.01% Add +4.4% 1,525,649 $121.7M
Legal & General Group Plc 0.02% Reduce -2.5% 1,371,887 $109.4M
HSBC Holdings PLC 0.05% Reduce -1.6% 1,354,984 $108.2M
Bank of New York Mellon Corp 0.02% Add +1.3% 1,340,085 $106.9M
Millennium Management 0.07% Add +177.7% 1,251,299 $99.8M
Amundi 0.02% Reduce -6.7% 1,127,711 $89.9M
Massachusetts Financial Services Co. 0.03% Reduce -4.4% 971,564 $84.8M
Nuveen, LLC 0.02% Add +7.1% 1,038,438 $82.8M
Robeco Institutional Asset Management B.V. 0.10% Add +114.4% 996,919 $79.5M
Quantinno Capital Management LP 0.09% Add +71.9% 977,566 $78.0M
Vanguard Fiduciary Trust Co. 0.02% Reduce -0.2% 941,171 $75.0M
Renaissance Technologies 0.10% Add +60.7% 883,295 $70.4M
American Century Companies Inc. 0.03% Reduce -24.6% 755,139 $60.2M
Acadian Asset Management LLC 0.07% Add +14125.2% 749,385 $59.7M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +46.5% 709,875 $56.6M
Bank of America Corp. 0.00% Reduce -8.7% 657,246 $52.4M
Barclays PLC 0.02% Reduce -10.9% 602,588 $48.1M
AQR Capital Management 0.02% Reduce -2.0% 590,337 $47.1M
CI Investments Inc. 0.14% Add +0.3% 559,137 $44.6M
BNP Paribas Financial Markets 0.02% Add +43.1% 552,944 $44.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +3.2% 547,569 $43.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +7.5% 547,158 $43.6M
First Trust Advisors LP 0.02% Reduce -4.4% 523,770 $41.8M
Swiss National Bank 0.02% Reduce -8.9% 464,728 $37.1M
Citigroup Inc. 0.02% Add +0.5% 453,331 $36.1M
Russell Investments Group, Ltd. 0.03% Reduce -33.6% 440,314 $35.1M
Aberdeen Group plc 0.05% Reduce -0.2% 431,509 $34.4M
UBS Group AG 0.01% Reduce -74.4% 396,948 $31.7M
Neuberger Berman Group LLC 0.02% Reduce -6.9% 389,895 $31.1M
California Public Employees Retirement System 0.02% Reduce -17.1% 369,506 $29.5M
Arbejdsmarkedets Tillaegspension 0.63% Add +6.6% 362,100 $28.9M
Rhumbline Advisers 0.02% Add +0.2% 355,954 $28.4M
Centersquare Investment Management LLC 0.24% No change 351,270 $28.0M
CANADA LIFE ASSURANCE Co 0.04% Add +0.1% 342,299 $27.3M
Vanguard Global Advisers, LLC 0.01% Reduce -1.9% 339,676 $27.1M
Asset Management One Co., Ltd. 0.07% Add +0.7% 337,173 $26.9M
Nomura Asset Management Co. Ltd. 0.06% Add +5.4% 335,212 $26.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +13.9% 325,381 $26.0M
State of Tennessee, Department of Treasury 0.08% Reduce -6.0% 325,066 $25.9M
Lasalle Investment Management Securities LLC 0.85% Add +957.4% 300,484 $24.0M
Pacific Heights Asset Management LLC 0.76% Add +9.1% 300,000 $23.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +1200.5% 295,244 $23.5M
Gotham Asset Management 0.05% Add +48.8% 290,447 $23.2M
J. Goldman & Co LP 0.81% Add +23.8% 290,174 $23.1M
Citadel Advisors 0.01% Reduce -65.4% 288,814 $23.0M
Guggenheim Capital LLC 0.14% Reduce -1.6% 268,704 $21.4M
Public Employees Retirement System of Ohio 0.06% Reduce -0.1% 264,695 $21.1M
California State Teachers Retirement System 0.02% Reduce -21.6% 255,582 $20.4M
Worldquant Millennium Advisors LLC 0.07% Add +1021.8% 252,702 $20.2M
Franklin Resources Inc. 0.00% Add +0.3% 241,144 $19.2M
Creative Planning 0.01% Add +55.0% 240,563 $19.2M
Danske Bank A/S 0.04% Add +4.5% 238,112 $19.0M
KBC Group NV 0.04% Reduce -18.4% 237,537 $18.9M
Bank of Montreal 0.01% Add +23.4% 236,772 $18.9M
Point72 Asset Management 0.03% Reduce -1.7% 228,806 $18.2M
Susquehanna Portfolio Strategies, LLC 0.28% Add +14.6% 221,485 $17.7M
Rbo & Co. LLC 2.76% No change 217,792 $17.4M
Daiwa Securities Group Inc. 0.04% Add +19.1% 217,520 $17.3M
CIBC Asset Management Inc 0.04% Reduce -19.9% 217,244 $17.3M
Raymond James Financial Inc. 0.00% Add +38.9% 214,482 $17.1M
Lighthouse Investment Partners, LLC 0.53% New 211,741 $16.9M
State of Wisconsin Investment Board 0.03% Add +10.9% 210,719 $16.8M
Uniplan Investment Counsel, Inc. 1.58% Add +37.5% 205,990 $16.4M
Macquarie Group Ltd. 0.07% Add +3.0% 205,942 $16.4M
Royal Bank of Canada 0.00% Add +7.0% 202,309 $16.1M
Vanguard Investments Australia, Ltd. 0.04% Add +0.4% 200,951 $16.0M
Swedbank AB 0.01% Add +1.3% 193,147 $15.4M
Alliancebernstein L.P. 0.01% Reduce -0.1% 201,397 $15.2M
Wells Fargo & Company 0.00% Reduce -11.9% 189,131 $15.1M
Cullen/Frost Bankers, Inc. 0.15% Add +2.7% 184,754 $14.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +1674.1% 183,477 $14.6M
Varma Mutual Pension Insurance Co 0.08% Reduce -8.7% 180,637 $14.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +43.2% 172,536 $13.8M
Verition Fund Management LLC 0.10% New 168,350 $13.4M
Korea Investment CORP 0.02% Add +16.7% 162,313 $12.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +3.5% 161,718 $12.9M
Tudor Investment Corporation 0.05% New 161,415 $12.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% Reduce -23.7% 160,645 $12.8M
State of New Jersey Common Pension Fund D 0.04% No change 158,845 $12.7M
ExodusPoint Capital Management, LP 0.12% Add +184.2% 158,341 $12.6M
State Board of Administration of Florida Retirement System 0.02% Reduce -2.8% 156,911 $12.5M
Allianz Asset Management GmbH 0.01% Reduce -4.6% 149,507 $11.9M
Adage Capital Partners Gp, L.L.C. 0.02% No change 146,900 $11.7M
Baldwin Wealth Partners LLC 0.76% Add +1.8% 146,695 $11.7M
Schonfeld Strategic Advisors LLC 0.06% Reduce -16.3% 146,479 $11.7M
New York State Teachers Retirement System 0.02% Reduce -2.3% 146,006 $11.6M
Aviva PLC 0.02% Add +0.8% 141,456 $11.3M
Quantbot Technologies LP 0.44% Add +72.2% 138,901 $11.1M
Natixis 0.05% Add +2984.5% 136,518 $10.9M
Voloridge Investment Management, LLC 0.05% Add +320.5% 133,084 $10.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.0% 132,389 $10.6M
New York State Common Retirement Fund 0.01% Reduce -2.6% 128,793 $10.3M
Retirement Systems of Alabama 0.03% Reduce -0.3% 126,419 $10.1M
Storebrand Asset Management As 0.02% Add +4.1% 124,698 $9.9M
Mackenzie Financial Corp. 0.01% Reduce -9.8% 124,363 $9.9M
Toronto Dominion Bank 0.02% Add +60.3% 122,063 $9.7M
Voya Investment Management LLC 0.01% Reduce -15.4% 118,489 $9.4M
Natixis Advisors, LLC 0.01% Add +13.5% 117,498 $9.4M
Davis Selected Advisers 0.04% Reduce -16.1% 116,340 $9.3M
National Bank of Canada 0.01% Add +7.0% 114,997 $9.2M
Entropy Technologies, LP 0.36% Add +319.9% 112,611 $9.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +508.7% 116,273 $8.9M
Van Eck Associates Corp. 0.01% Reduce -0.9% 108,878 $8.7M
LPL Financial LLC 0.00% Add +0.9% 108,167 $8.6M
State of Alaska, Department of Revenue 0.08% Add +0.2% 107,124 $8.5M
Sophron Capital Management L.P. 2.64% New 106,627 $8.5M
APG Asset Management N.V. 0.02% Reduce -17.6% 117,085 $8.2M
Resona Asset Management Co.,Ltd. 0.04% Reduce -3.7% 96,461 $7.8M
Jacobs Levy Equity Management, Inc. 0.03% Add +9.4% 97,391 $7.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +6.2% 95,310 $7.6M
Envestnet Asset Management Inc. 0.00% Add +7.6% 91,667 $7.3M
SummitTX Capital, L.P. 0.19% Add +1.4% 90,018 $7.2M
Calamos Advisors LLC 0.04% Reduce -1.8% 88,683 $7.1M
Vert Asset Management LLC 1.92% Add +2.3% 87,809 $7.0M
Brown Advisory Inc. 0.01% Add +4.1% 86,689 $6.9M
Panagora Asset Management Inc. 0.02% Add +0.1% 86,543 $6.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -1.4% 86,252 $6.9M
Algert Global LLC 0.08% New 84,560 $6.7M
Nykredit A/S 0.03% — 82,927 $6.6M
Corient Private Wealth LP 0.01% Add +23.4% 82,252 $6.6M
Police & Firemen's Retirement System of New Jersey 0.05% Add +6.3% 82,070 $6.5M
Van Lanschot Kempen Investment Management N.V. 0.05% Reduce -20.1% 80,844 $6.4M
Nomura Asset Management International Inc. 0.01% Reduce -0.1% 80,206 $6.4M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.8% 79,945 $6.4M
Alyeska Investment Group, L.P. 0.02% New 79,425 $6.3M
Treasurer of the State of North Carolina 0.02% Add +0.4% 77,661 $6.2M
CIBC Bancorp USA Inc. 0.01% Reduce -15.5% 76,730 $6.1M
Sei Investments Co. 0.01% Reduce -24.4% 76,656 $6.1M
Teacher Retirement System of Texas 0.02% New 76,274 $6.1M
Edgestream Partners, L.P. 0.18% New 75,038 $6.0M
DekaBank Deutsche Girozentrale 0.01% No change 80,078 $6.0M
PFA Pension, Forsikringsaktieselskab 0.02% Reduce -90.8% 74,716 $6.0M
TrustWell Financial Advisors, LLC 4.99% Add +34.5% 73,785 $5.9M
D. E. Shaw & Co. 0.00% Reduce -45.9% 73,373 $5.9M
First American Trust, FSB 0.35% Add +3.8% 73,081 $5.8M
KLP Kapitalforvaltning As 0.02% Add +17.8% 72,200 $5.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.14% Add +26.3% 71,205 $5.7M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +3.9% 70,892 $5.7M
Pictet Asset Management Holding SA 0.01% Reduce -1.8% 69,726 $5.6M
Metis Global Partners, LLC 0.12% Add +43.7% 68,800 $5.5M
Ameriprise Financial Inc. 0.00% Reduce -13.4% 68,206 $5.4M
IFM Investors Pty Ltd 0.03% Add +7.1% 64,749 $5.2M
Mercer Global Advisors Inc. 0.01% Reduce -13.5% 64,729 $5.2M
Graham Capital Management, L.P. 0.20% Reduce -24.9% 63,885 $5.1M
Dean Investment Associates, LLC 0.67% Add +2.1% 63,561 $5.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +3.8% 62,851 $5.0M
SEB Asset Management AB 0.02% Add +2.6% 61,334 $4.9M
NEOS Investment Management LLC 0.02% Add +13.0% 60,998 $4.9M
TD Asset Management Inc 0.00% Add +24.6% 60,936 $4.9M
Hazelview Securities Inc. 0.67% New 59,727 $4.8M
Azzad Asset Management Inc. 0.41% Add +4.5% 57,661 $4.6M
Handelsbanken Fonder AB 0.01% No change 56,900 $4.5M
Engineers Gate Manager LP 0.06% Add +1368.5% 56,594 $4.5M
Caxton Associates LLP 0.08% Add +135.7% 55,771 $4.4M
Westpac Banking Corp. 0.27% Reduce -9.2% 55,289 $4.4M
First Manhattan Co. Llc. 0.01% Reduce -4.4% 54,159 $4.4M
Credit Agricole S A 0.01% Add +13.7% 53,024 $4.2M
Balyasny Asset Management L.P. 0.01% New 51,646 $4.1M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -8.6% 49,343 $3.9M
Headlands Technologies LLC 0.41% Add +894.9% 48,172 $3.8M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.7% 47,765 $3.8M
Arizona State Retirement System 0.02% Add +0.1% 47,243 $3.8M
Public Sector Pension Investment Board 0.01% Add +0.5% 47,053 $3.8M
Bokf, NA 0.05% Reduce -0.9% 46,975 $3.7M
Czech National Bank 0.02% Add +4.6% 46,905 $3.7M
New York Life Investment Management LLC 0.03% Add +3.5% 44,890 $3.6M
BDF-Gestion 0.48% Reduce -10.1% 15,588 $3.6M
Readystate Asset Management LP 0.23% New 44,566 $3.6M
Thrivent Financial for Lutherans 0.01% Reduce -0.3% 43,950 $3.5M
Cibc World Market Inc. 0.01% Reduce -5.8% 43,433 $3.5M
Focus Partners Wealth 0.00% Reduce -30.9% 43,289 $3.5M
MetLife Investment Management, LLC 0.02% Reduce -1.7% 42,626 $3.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +6.5% 42,607 $3.4M
Ensign Peak Advisors, Inc 0.01% Add +38.1% 42,331 $3.4M
State of Michigan Retirement System 0.01% Reduce -1.4% 42,204 $3.4M
Y-Intercept (Hong Kong) Ltd 0.07% Add +243.7% 42,081 $3.4M
Wolverine Asset Management LLC 0.17% Add +158.3% 41,574 $3.3M
Machina Capital S.A.S. 0.52% Add +317.0% 41,250 $3.3M
GAMCO Investors 0.03% Reduce -3.2% 40,699 $3.2M
Candriam S.C.A. 0.01% Add +74.5% 40,065 $3.2M
Xponance LLC 0.02% Add +0.7% 39,943 $3.2M
SG Americas Securities, LLC 0.00% Reduce -50.4% 39,156 $3.1M
Agf Management Ltd. 0.01% New 38,980 $3.1M
HighTower Advisors, LLC 0.00% Reduce -12.2% 37,369 $3.0M
UniSuper Management Pty Ltd 0.02% Reduce -40.9% 37,306 $3.0M
Yousif Capital Management, LLC 0.03% Add +0.9% 36,610 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Add +10.6% 36,430 $2.9M
Vestcor Inc 0.07% Reduce -4.6% 36,002 $2.9M
PNC Financial Services Group, Inc. 0.00% Add +32.5% 35,509 $2.8M
Inspire Investing, LLC 0.12% Add +14.5% 35,500 $2.8M
Knights of Columbus Asset Advisors LLC 0.14% Add +33.9% 34,524 $2.8M
Cerity Partners LLC 0.00% Reduce -16.0% 34,152 $2.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -12.3% 33,828 $2.7M
DNB Asset Management AS 0.01% Add +3.4% 33,599 $2.7M
New Age Alpha Advisors, LLC 0.11% Add +13.7% 33,447 $2.7M
SCS Capital Management LLC 0.02% Add +5.8% 33,007 $2.6M
QRG Capital Management, Inc. 0.02% Add +12.3% 32,472 $2.6M
Jupiter Topco LLC 0.00% — 31,688 $2.5M
Dean Capital Management 0.91% No change 31,541 $2.5M
ProShare Advisors LLC 0.00% Add +2.2% 31,403 $2.5M
Elo Mutual Pension Insurance Co 0.03% New 31,184 $2.5M
Jones Financial Companies LLLP 0.00% Add +6.2% 30,323 $2.5M
Amalgamated Bank 0.02% Reduce -3.6% 29,631 $2.4M
Eurizon Capital SGR S.p.A. 0.01% Reduce -9.6% 29,110 $2.3M
Erste Asset Management GmbH 0.02% Add +6.0% 28,400 $2.3M
Campbell & CO Investment Adviser LLC 0.12% Reduce -28.7% 28,772 $2.3M
Commonwealth Equity Services, LLC 0.00% Add +7.5% 28,382 $2.3M
Utah Retirement Systems 0.02% Reduce -5.5% 27,717 $2.2M
Rakuten Investment Management, Inc. 0.01% Add +8.3% 26,952 $2.2M
D L Carlson Investment Group Inc. 0.35% Add +1.2% 27,407 $2.2M
OP Asset Management Ltd 0.02% Reduce -37.0% 27,294 $2.2M
Impax Asset Management Group plc 0.01% Add +4.5% 26,880 $2.1M
M&T Bank Corp 0.01% Add +0.5% 26,721 $2.1M
Wealthfront Advisers LLC 0.00% Add +3.2% 26,705 $2.1M
Assetmark, Inc. 0.00% Add +4.9% 25,678 $2.0M
Victory Capital Management Inc. 0.00% Add +1.0% 25,510 $2.0M
WCG Wealth Advisors LLC 0.05% New 25,049 $2.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +3.3% 24,729 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -67.1% 24,444 $1.9M
Summit Trail Advisors, LLC 0.02% Add +57.5% 22,737 $1.8M
PensionDanmark Pensionsforsikringsaktieselskab 0.01% Add +344.0% 22,155 $1.8M
Bank of Nova Scotia 0.00% Reduce -5.9% 22,159 $1.8M
Brevan Howard Capital Management LP 0.03% New 22,106 $1.8M
ASR Vermogensbeheer N.V. 0.02% Reduce -10.9% 21,991 $1.8M
Beck Capital Management, LLC 0.32% Add +17.4% 21,964 $1.8M
Nordea Investment Management AB 0.00% Add +32.0% 20,850 $1.7M
Susquehanna Fundamental Investments, LLC 0.03% New 20,875 $1.7M
Lecap Asset Management Ltd. 0.71% Add +67.6% 20,809 $1.7M
Rafferty Asset Management, LLC 0.00% Add +26.6% 20,507 $1.6M
ING Groep NV 0.01% Add +119.5% 20,261 $1.6M
Oregon Public Employees Retirement Fund 0.02% Add +7.4% 20,213 $1.6M
Baker Ellis Asset Management LLC 0.17% Reduce -5.1% 20,120 $1.6M
Swiss Life Asset Management Ltd 0.01% Reduce -21.2% 19,956 $1.6M
MML Investors Services, LLC 0.00% Add +89.0% 19,905 $1.6M
Tobam 0.37% Add +56.2% 18,918 $1.5M
Pathstone Holdings, LLC 0.00% Add +1.4% 18,840 $1.5M
Bridgefront Capital, LLC 0.40% New 18,885 $1.5M
Allstate Corp. 0.01% Add +1.5% 18,734 $1.5M
Grace & White Inc. 0.24% No change 18,679 $1.5M
Horizon Investments, LLC 0.02% Add +0.8% 18,581 $1.5M
Inceptionr LLC 0.36% Add +37.2% 18,484 $1.5M
Norinchukin Bank, The 0.01% Reduce -0.6% 18,027 $1.4M
National Pension Service 0.00% Add +60.9% 18,016 $1.4M
West Paces Advisors Inc. 0.24% Reduce -12.4% 17,635 $1.4M
Spirit of America Management Corp. 0.26% Add +6.1% 17,300 $1.4M
Mutual of America Capital Management LLC 0.01% Reduce -2.0% 17,154 $1.4M
Pinebridge Investments LLC 0.01% Add +126.7% 17,133 $1.4M
Nisa Investment Advisors, LLC 0.00% Reduce -21.1% 16,307 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.2% 16,424 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +14.0% 16,060 $1.3M
Public Employees Retirement Association of Colorado 0.00% Reduce -4.6% 16,021 $1.3M
RIA Advisory Group LLC 0.28% Add +7.1% 15,595 $1.2M
Fisher Asset Management 0.00% Add +166.5% 15,564 $1.2M
Two Sigma Investments, LP 0.00% Add +61.2% 15,281 $1.2M
Moran Wealth Management, LLC 0.03% Reduce -0.9% 15,217 $1.2M
Nomura Holdings Inc. 0.01% Add +181.1% 15,105 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.0% 14,799 $1.2M
Harvest Portfolios Group Inc. 0.02% Reduce -7.7% 14,729 $1.2M
Cetera Investment Advisers 0.00% Add +3.7% 14,474 $1.2M
Ethic Inc. 0.01% Reduce -20.3% 14,028 $1.1M
Emerald Investment Advisers, LLC 0.07% Add +106.6% 14,018 $1.1M
Stifel Financial Corp. 0.00% Add +18.6% 13,772 $1.1M
Gulf International Bank (UK) Ltd 0.02% Reduce -1.3% 13,274 $1.1M
Pacer Advisors, Inc. 0.00% Reduce -40.5% 12,949 $1.0M
Frec Markets, Inc. 0.09% Add +87.5% 12,907 $1.0M
Mizuho Securities USA LLC 0.02% Add +29.6% 12,901 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% No change 12,808 $1.0M
Caprock Group, LLC 0.02% Reduce -26.9% 12,449 $1.0M
Truist Financial Corp. 0.00% Add +2.8% 12,373 $987K
Siemens Fonds Invest GmbH 0.05% No change 12,282 $979K
Syon Capital LLC 0.04% Add +16.0% 12,230 $975K
United Capital Financial Advisors, LLC 0.01% Add +6.9% 11,989 $956K
Sanctuary Advisors, LLC 0.00% Add +14.6% 11,777 $939K
Canada Pension Plan Investment Board 0.00% Reduce -49.1% 11,700 $933K
Ostrum Asset Management 0.04% Add +156.5% 11,692 $932K
GeoWealth Management, LLC 0.03% Add +0.4% 11,537 $920K
Saudi Central Bank 0.01% Add +79.8% 11,534 $920K
WINTON GROUP Ltd 0.03% New 11,300 $901K
Vident Advisory, LLC 0.01% Reduce -1.2% 11,221 $895K
Captrust Financial Advisors 0.00% Add +30.3% 11,017 $878K
Chicago Partners Investment Group LLC 0.02% Add +28.5% 10,727 $871K
Caisse de depot et placement du Quebec 0.00% New 10,796 $861K
EntryPoint Capital, LLC 0.21% No change 10,630 $848K
Andra AP-fonden 0.01% Reduce -58.7% 10,617 $847K
Investment Management Corp of Ontario 0.01% Reduce -15.3% 10,536 $840K
Cambria Investment Management, L.P. 0.04% Add +24.1% 10,486 $836K
Tectonic Advisors LLC 0.04% Add +18.3% 10,483 $836K
Naviter Wealth, LLC 0.07% Add +18.9% 10,124 $815K
Ossiam 0.01% New 10,075 $803K
Kera Capital Partners, Inc. 0.08% Add +109.2% 9,991 $797K
111 Capital 0.14% New 9,940 $793K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +66.6% 9,852 $786K
Allworth Financial LP 0.00% Add +14.8% 9,652 $770K
Sargent Investment Group, LLC 0.09% Add +0.1% 9,643 $769K
Jackson Creek Investment Advisors LLC 0.25% Reduce -36.8% 9,550 $767K
Janney Montgomery Scott LLC 0.00% Add +22.4% 9,600 $766K
Osaic Holdings, Inc. 0.00% Add +6.7% 9,465 $755K
B. Metzler seel. Sohn & Co. AG 0.01% No change 9,392 $749K
Woodline Partners LP 0.00% Add +38.4% 9,382 $748K
Maryland State Retirement & Pension System 0.01% No change 9,358 $746K
Abn Amro Investment Solutions 0.01% Reduce -9.4% 9,343 $745K
Crossmark Global Holdings, Inc. 0.01% Add +2.5% 9,337 $745K
OMERS ADMINISTRATION Corp 0.00% Add +12.8% 9,193 $733K
Evergreen Capital Management LLC 0.01% Add +0.7% 9,180 $732K
Royal London Asset Management Ltd. 0.00% No change 9,142 $729K
Hartford Investment Management Co. 0.02% Reduce -3.6% 9,088 $725K
Qtron Investments LLC 0.10% Reduce -13.8% 9,032 $720K
Pensionfund PDN 0.37% No change 9,000 $718K
F/m Investments LLC 0.04% Reduce -0.5% 8,979 $716K
Intrepid Capital Management Inc. 0.30% No change 8,966 $715K
Probity Advisors, Inc. 0.10% Reduce -1.4% 8,956 $714K
Naples Global Advisors, LLC 0.04% Reduce -1.2% 8,813 $706K
Plato Investment Management Ltd 0.04% Reduce -0.3% 8,635 $685K
Generali Asset Management SPA SGR 0.01% Reduce -1.6% 8,577 $684K
Intech Investment Management LLC 0.01% Reduce -45.4% 8,556 $682K
Aaron Wealth Advisors LLC 0.03% Reduce -10.0% 8,534 $681K
Baker Avenue Asset Management, LP 0.01% Add +92.2% 8,401 $670K
Louisiana State Employees Retirement System 0.01% No change 8,400 $670K
Northwestern Mutual Wealth Management Co. 0.00% Add +183.4% 8,323 $664K
New Mexico Educational Retirement Board 0.02% Add +9.3% 8,250 $658K
Belpointe Asset Management LLC 0.02% Reduce -18.1% 8,115 $647K
Squarepoint Ops LLC 0.00% Reduce -86.5% 7,999 $638K
Mariner, LLC 0.00% Reduce -47.3% 7,917 $632K
Commerce Bank 0.00% Reduce -4.3% 7,787 $621K
Kingdom Financial Group LLC. 0.16% Reduce -5.5% 7,665 $611K
Havemeyer Place LP 0.06% New 7,658 $611K
HUB Investment Partners, LLC 0.01% Add +69.3% 7,624 $608K
Man Group plc 0.00% New 7,484 $597K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.4% 7,440 $591K
Groupe la Francaise 0.01% Reduce -3.3% 7,377 $588K
DoubleLine ETF Adviser LP 0.24% Reduce -14.6% 7,270 $580K
Pasadena Private Wealth, LLC 0.07% No change 7,267 $579K
Certuity, LLC 0.03% Add +46.3% 7,241 $577K
Sequoia Financial Advisors, LLC 0.00% Reduce -12.4% 7,238 $577K
Merit Financial Group, LLC 0.00% Reduce -8.0% 7,218 $576K
DRW Securities, LLC 0.03% Reduce -10.9% 7,120 $568K
E. Ohman J:or Asset Management AB 0.01% No change 7,078 $564K
Employees Retirement System of Texas 0.01% New 6,933 $553K
Kestra Advisory Services, LLC 0.00% Add +7.6% 6,920 $552K
FIL Ltd 0.00% Add +86.5% 6,496 $518K
US Bancorp \de 0.00% Add +23.8% 6,486 $517K
MUFG Securities EMEA plc 0.01% Reduce -3.9% 6,446 $514K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 6,414 $511K
EP Wealth Advisors, LLC 0.00% Add +43.5% 6,367 $508K
Callan Family Office, LLC 0.01% Add +3.2% 6,366 $508K
Fieldview Capital Management, LLC 0.14% New 6,177 $493K
Jefferies Financial Group Inc. 0.00% New 6,175 $492K
William Blair Investment Management, LLC 0.00% Add +0.5% 6,168 $492K
Fideuram Asset Management (Ireland) dac 0.01% New 6,042 $475K
Arkadios Wealth Advisors 0.01% Reduce -0.2% 5,924 $472K
Assenagon Asset Management S.A. 0.00% Reduce -8.6% 5,809 $463K
Prudential PLC 0.00% No change 5,808 $463K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -17.6% 5,630 $449K
Steward Partners Investment Advisory, LLC 0.00% Add +2358.3% 5,605 $447K
Boothbay Fund Management, LLC 0.01% Reduce -95.0% 5,579 $445K
Wealthcare Capital Partners, LLC 0.18% No change 5,523 $440K
Sterling Capital Management LLC 0.01% Reduce -10.1% 5,486 $437K
Krane Funds Advisors LLC 0.02% Add +30.9% 5,480 $437K
Pensionfund Sabic 0.46% No change 5,399 $431K
North Dakota State Investment Board 0.02% Add +1.7% 5,372 $428K
MQS Management LLC 0.52% New 5,340 $426K
GAMMA Investing LLC 0.02% Add +5.4% 5,311 $423K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.3% 5,283 $421K
Polymer Capital Management (US) LLC 0.06% New 5,279 $421K
Praxis Investment Management Inc. 0.02% No change 5,103 $407K
Crestwood Advisors Group, LLC 0.01% Add +47.5% 5,092 $406K
Brighton Jones LLC 0.01% Add +8.1% 5,077 $405K
Axq Capital, LP 0.04% New 5,030 $401K
Compound Planning, Inc. 0.01% Add +8.4% 5,020 $400K
Mufg Securities Americas Inc. 0.02% Add +9.0% 4,964 $396K
Parallel Advisors, LLC 0.01% Add +16.3% 4,950 $395K
Evolve Private Wealth, LLC 0.02% New 4,901 $393K
Telos Capital Management, Inc. 0.03% Reduce -6.9% 4,854 $387K
&partners 0.00% Reduce -11.0% 4,665 $372K
Smartleaf Asset Management LLC 0.01% No change 4,536 $369K
Curi Capital, LLC 0.01% Reduce -0.2% 4,520 $364K
Sagewood Asset Management LP 0.08% Add +20.5% 4,547 $363K
Urban Wealth Management, LLC 0.31% New 4,512 $360K
Securian Asset Management, Inc. 0.01% Reduce -2.3% 4,335 $358K
Krilogy Financial LLC 0.01% Add +3.0% 4,483 $357K
Diligent Investors, LLC 0.08% No change 4,465 $356K
Optas, LLC 0.05% Add +7.1% 4,395 $350K
NorthCrest Asset Manangement, LLC 0.01% New 4,346 $345K
Orion Porfolio Solutions, LLC 0.00% Reduce -10.0% 4,255 $339K
AlphaGrep UK Ltd 0.10% Reduce -61.5% 4,253 $339K
Elevation Point Wealth Partners, LLC 0.01% Add +17.0% 4,129 $332K
V-Square Quantitative Management LLC 0.03% Reduce -7.5% 4,122 $329K
Oslo Pensjonsforsikring AS 0.04% Add +15.7% 4,105 $327K
Ballentine Partners, LLC 0.00% New 4,093 $326K
Vestmark Advisory Solutions, Inc. 0.00% Add +16.3% 4,066 $324K
IRON Financial LLC 0.13% Add +7.3% 4,049 $323K
Vise Technologies, Inc. 0.00% New 4,031 $321K
Lazard Asset Management LLC 0.00% Reduce -58.8% 3,987 $318K
Fifth Third Bancorp 0.00% Add +12.5% 3,977 $317K
Vanderbilt University 0.04% New 3,976 $317K
Versant Capital Management, Inc 0.03% Add +32.6% 3,966 $316K
Comprehensive Money Management Services LLC 0.20% No change 3,948 $315K
Atria Investments, Inc 0.00% Reduce -13.7% 3,941 $314K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -25.4% 3,929 $313K
Insigneo Advisory Services, LLC 0.01% Reduce -2.9% 3,893 $310K
Signaturefd, LLC 0.00% Add +70.3% 3,892 $310K
Proficio Capital Partners LLC 0.01% Add +36.9% 3,833 $306K
Tidal Investments LLC 0.00% Reduce -54.6% 3,715 $296K
Coldstream Capital Management Inc. 0.00% Reduce -1.9% 3,705 $295K
Choreo, LLC 0.00% New 3,648 $294K
Tower Research Capital LLC (TRC) 0.01% Reduce -75.6% 3,654 $291K
Legacy Wealth Asset Management, LLC 0.06% Add +31.6% 3,642 $290K
Aprio Wealth Management, LLC 0.01% Add +3.5% 3,601 $287K
Arax Advisory Partners 0.00% Add +990.3% 3,587 $286K
Catalyst Funds Management Pty Ltd 0.02% New 3,500 $279K
CenterBook Partners LP 0.01% New 3,482 $278K
Envestnet Portfolio Solutions, Inc. 0.00% Add +14.1% 3,460 $276K
Cetera Trust Company, N.A 0.14% No change 3,450 $275K
Alpine Global Management, LLC 0.05% New 3,450 $275K
CX Institutional 0.01% Add +11.3% 3,436 $274K
Somerset Trust Co 0.08% Add +5.5% 3,422 $273K
Gsa Capital Partners LLP 0.02% Add +25.7% 3,363 $268K
HB Wealth Management, LLC 0.00% Add +14.8% 3,339 $266K
Schroder Investment Management Group 0.00% Add +7.1% 3,247 $264K
Greenleaf Trust 0.00% Reduce -3.2% 3,310 $264K
Cresset Asset Management, LLC 0.00% Add +10.1% 3,245 $261K
Rockefeller Capital Management L.P. 0.00% Add +64.1% 3,232 $258K
AE Wealth Management LLC 0.00% Add +3.5% 3,144 $251K
Prosperity Consulting Group, LLC 0.01% New 3,139 $250K
Equitable Holdings, Inc. 0.00% New 3,068 $245K
Atom Investors LP 0.02% Reduce -62.6% 3,049 $243K
Glenmede Trust Co. NA 0.00% New 3,012 $240K
Platform Technology Partners 0.04% New 2,990 $238K
Portfolio Design Labs, LLC 0.04% Reduce -0.1% 2,963 $236K
Sagespring Wealth Partners, LLC 0.00% New 2,955 $236K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -21.2% 2,930 $234K
Lido Advisors, LLC 0.00% Reduce -24.9% 2,898 $233K
Brown Brothers Harriman & Co. 0.00% Add +62.1% 2,881 $230K
Meeder Advisory Services, Inc. 0.01% Reduce -36.6% 2,865 $228K
Composition Wealth, LLC 0.00% New 2,847 $227K
Longboard Asset Management, LP 3.75% No change 2,803 $224K
Wedmont Private Capital 0.01% Add +3.5% 2,749 $219K
LMR Partners LLP 0.00% Reduce -89.6% 2,736 $218K
Avalon Trust Co 0.01% No change 2,706 $216K
MASTERINVEST Kapitalanlage GmbH 0.02% No change 2,704 $216K
Inscription Capital, LLC 0.02% Reduce -5.3% 2,682 $214K
GTS Securities LLC 0.00% Reduce -53.3% 2,614 $208K
Checchi Capital Advisers, LLC 0.01% New 2,585 $206K
Founders Financial Alliance, LLC 0.03% New 2,562 $204K
Bailard, Inc. 0.00% New 2,561 $204K
Bessemer Group Inc. 0.00% Add +3.0% 2,341 $187K
Federated Hermes, Inc. 0.00% Reduce -41.5% 2,229 $178K
Farther Finance Advisors, LLC 0.00% Add +5.0% 2,211 $176K
GF Fund Management Co. LTD. 0.00% Reduce -15.6% 2,201 $176K
Tema ETFs LLC 0.01% Add +7.1% 2,184 $174K
Larson Financial Group LLC 0.00% Reduce -54.0% 2,142 $171K
Proathlete Wealth Management LLC 0.04% Add +1.0% 1,772 $141K
Sun Life Financial Inc. 0.01% No change 1,773 $141K
Rothschild Investment LLC 0.01% Add +449.8% 1,754 $140K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1,485 $118K
Ameritas Investment Partners, Inc. 0.00% No change 1,476 $118K
Canada Post Corp Registered Pension Plan 0.00% No change 1,400 $112K
Exchange Traded Concepts, LLC 0.00% Reduce -27.2% 1,320 $105K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +1.2% 1,274 $102K
Los Angeles Capital Management LLC 0.00% Add +45.3% 1,228 $98K
Global Retirement Partners, LLC 0.00% — 1,214 $97K
Contravisory Investment Management, Inc. 0.01% Reduce -1.1% 1,038 $83K
Triumph Capital Management 0.01% No change 1,000 $80K
Essential Partners LLC 0.04% No change 992 $79K
Banque Cantonale Vaudoise 0.00% No change 883 $70K
Hantz Financial Services, Inc. 0.00% Add +32.3% 811 $65K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 808 $65K
Creative Financial Designs Inc. 0.00% Add +14.3% 783 $62K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.0% 761 $61K
TD Private Client Wealth LLC 0.00% Add +4.9% 750 $60K
Clearstead Advisors, LLC 0.00% Add +68.0% 729 $58K
Huntington National Bank 0.00% Add +57.9% 712 $57K
SJS Investment Consulting Inc. 0.01% No change 691 $55K
Loomis Sayles & Co. L P 0.00% Add +64.4% 684 $55K
Covestor Ltd 0.03% Add +34.6% 661 $53K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 600 $48K
Cromwell Holdings LLC 0.02% Add +4.4% 588 $47K
Harvest Fund Management Co., Ltd 0.00% Reduce -30.8% 577 $46K
Financial Consulate, Inc. 0.00% No change 526 $42K
Bogart Wealth, LLC 0.00% No change 520 $41K
Elevation Wealth Partners, LLC 0.01% Add +541.3% 481 $38K
CYBER HORNET ETFs LLC 0.02% Reduce -0.7% 449 $36K
Steigerwald, Gordon & Koch Inc. 0.00% No change 449 $36K
True Wealth Design, LLC 0.01% Add +71.7% 436 $35K
Mather Group, Llc. 0.00% Reduce -0.5% 389 $31K
Cohen & Steers, Inc. 0.00% No change 359 $29K
Spire Wealth Management 0.00% No change 350 $28K
Basecamp Wealth Advisors LLC 0.01% No change 337 $27K
Private Trust Co. NA 0.00% Add +212.2% 306 $24K
Clearstead Trust, LLC 0.00% Add +227.0% 291 $23K
NewEdge Advisors, LLC 0.00% No change 290 $23K
IFG Advisory, LLC 0.00% New 283 $23K
Alpine Bank Wealth Management 0.00% New 279 $22K
Raiffeisen Bank International AG 0.00% Add +97.6% 245 $20K
CVA Family Office, LLC 0.00% No change 230 $18K
Capital Analysts, LLC 0.00% Reduce -27.9% 227 $18K
Keating Financial Advisory Services, Inc. 0.00% Add +197.3% 223 $18K
Parkside Financial Bank & Trust 0.00% Add +1.4% 222 $18K
Dogwood Wealth Management LLC 0.01% No change 207 $17K
Dynamic Wealth Strategies, LLC 0.01% No change 201 $16K
Lavaca Capital LLC 0.00% No change 200 $16K
Quent Capital, LLC 0.00% Add +15.8% 198 $16K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.8% 188 $15K
UMB Bank, n.a. 0.00% Add +60.5% 175 $14K
Meeder Asset Management Inc. 0.00% New 171 $14K
Bell Investment Advisors, Inc 0.00% No change 156 $12K
Harbor Investment Advisory, LLC 0.00% No change 153 $12K
Blue Trust, Inc. 0.00% Reduce -17.1% 146 $12K
Owl Creek Wealth Partners LLC 0.00% Add +7.9% 137 $11K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 133 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 121 $10K
Bruce G. Allen Investments, LLC 0.01% No change 119 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 119 $9K
Delta Asset Management LLC 0.00% No change 117 $9K
Whittier Trust Co. of Nevada Inc. 0.00% Add +8.6% 114 $9K
Armstrong Advisory Group, Inc. 0.00% No change 113 $9K
Farmers & Merchants Investments Inc. 0.00% No change 111 $9K
Vanguard National Trust Co 0.00% No change 105 $8K
TD Waterhouse Canada Inc. 0.00% No change 101 $8K
SOA Wealth Advisors, LLC. 0.00% Add +4750.0% 97 $8K
IFP Advisors, Inc 0.00% Reduce -71.5% 95 $8K
Capital Advisors, Ltd. LLC 0.00% No change 87 $7K
Markowski Investments 0.00% — 81 $6K
JPL Wealth Management, LLC 0.00% No change 79 $6K
Kemnay Advisory Services Inc. 0.00% Add +5.5% 77 $6K
Fairman Group, LLC 0.00% No change 76 $6K
GW&K Investment Management, LLC 0.00% Reduce -3.8% 76 $6K
Grove Bank & Trust 0.00% No change 70 $6K
Manchester Capital Management LLC 0.00% Add +30.8% 68 $5K
Colonial Trust Advisors 0.00% No change 66 $5K
MidFirst Bank 0.00% No change 64 $5K
Wealth Enhancement Trust Services, Inc. 0.00% New 62 $5K
Whittier Trust Co. 0.00% No change 61 $5K
POM Investment Strategies, LLC 0.01% No change 57 $5K
Cornerstone Planning Group LLC 0.00% Add +8.0% 54 $4K
Strengthening Families & Communities, LLC 0.00% New 56 $4K
Zions Bancorporation, National Association 0.00% Add +44.7% 55 $4K
DT Investment Partners, LLC 0.00% No change 54 $4K
Avion Wealth 0.00% Add +62.5% 52 $4K
Harbour Investments, Inc. 0.00% Reduce -17.9% 46 $4K
Aspect Partners, LLC 0.00% No change 46 $4K
IMG Wealth Management, Inc. 0.00% Add +60.7% 45 $4K
Alerus Financial NA 0.00% Reduce -98.0% 44 $4K
Manning & Napier Advisors LLC 0.00% No change 43 $3K
Financial Management Professionals, Inc. 0.00% Add +7.7% 42 $3K
Summit Securities Group LLC 0.00% Add +40.7% 38 $3K
Rialto Wealth Management, LLC 0.00% Add +75.0% 35 $3K
Motco 0.00% Add +9.7% 34 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 34 $3K
Salomon & Ludwin, LLC 0.00% No change 32 $3K
Fulcrum Asset Management LLP 0.00% New 28 $2K
Bayforest Capital Ltd 0.00% Reduce -97.6% 28 $2K
Ares Financial Consulting, LLC 0.00% New 27 $2K
Sachetta, LLC 0.00% Add +4.0% 26 $2K
Burk Holdings LLC 0.00% No change 26 $2K
Fiduciary Financial Advisors 0.00% New 27 $2K
Ancora Advisors LLC 0.00% Reduce -93.6% 24 $2K
Dunhill Financial, LLC 0.00% Reduce -4.2% 23 $2K
Rossby Financial, LCC 0.00% No change 23 $2K
LRI Investments, LLC 0.00% No change 23 $2K
Silver Grove Financial Group, Inc. 0.00% New 20 $2K
International Assets Investment Management, LLC 0.00% Add +53.9% 20 $2K
Transamerica Financial Advisors, LLC 0.00% Add +26.7% 19 $2K
Raffa Wealth Management, LLC 0.00% No change 18 $1K
Planning Strategies Inc. 0.00% — 17 $1K
CoreCap Advisors, LLC 0.00% No change 16 $1K
Private Wealth Management Group, LLC 0.00% No change 15 $1K
Highline Wealth Partners LLC 0.00% Reduce -64.3% 15 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -48.1% 14 $1K
Activest Wealth Management 0.00% No change 14 $1K
CENTRAL TRUST Co 0.00% New 13 $1K
Bare Financial Services, Inc 0.00% New 13 $1K
Sunrise Financial Services, LLC 0.00% No change 12 $957
MV Capital Management, Inc. 0.00% Reduce -21.4% 11 $878
Hughes Financial Services, LLC 0.00% Add +266.7% 11 $877
Clark Wealth Partners 0.00% No change 10 $798
Cornerstone Financial Management LLC 0.00% No change 9 $718
Bartlett & Co. Wealth Management LLC 0.00% No change 8 $644
FWL Investment Management, LLC 0.00% New 8 $638
Downshift Financial, LLC 0.00% New 7 $558
TD Capital Management LLC 0.00% No change 6 $518
Principia Wealth Advisory, LLC 0.00% No change 6 $478
Kilter Group LLC 0.00% No change 5 $399
SouthState Bank Corp 0.00% No change 3 $240
Ameriflex Group, Inc. 0.00% No change 3 $239
SHP Wealth Management 0.00% No change 3 $239
Colonial Trust Co / SC 0.00% No change 3 $239
TFC Financial Management, Inc. 0.00% No change 1 $80
American Capital Advisory, LLC 0.00% No change 1 $80
Evolution Advisers, Inc. 0.00% New 2 $0

"% of holder's portfolio" is REG's weight in each manager's 13F, not the share of Regency Centers Corp. the manager owns.