SS SPDR Dow Jones REIT ETFRWRETF
13F holders, Q2 2026 (June 30)287holders +29
46new positions
17sold out
3famous investors
$112.47avg. 13F price*
At the end of Q2 2026, 287 institutions reported holding SS SPDR Dow Jones REIT ETF (RWR) in their 13F filings, up 29 from Q1 2026. 46 opened new positions and 17 sold out. The largest holders were Northern Trust Corp. ($267.1M), Charles Schwab Investment Management Inc. ($265.7M) and LPL Financial LLC ($54.9M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- SS SPDR Dow Jones REIT ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $40.3M |
| Exits | 17 | $44.3M |
All 13F filers, Q1 2026 → Q2 2026: 838,493 shares bought and 1,037,779 shares sold, net −199,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 287 holders
| Northern Trust Corp. | 0.03% | Add +1.4% | 2,364,264 | $267.1M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.1% | 2,352,000 | $265.7M |
| LPL Financial LLC | 0.01% | Add +9.4% | 485,751 | $54.9M |
| Mason Street Advisors, LLC | 4.61% | Add +30.0% | 453,255 | $51.2M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 449,175 | $50.7M |
| Morgan Stanley | 0.00% | Reduce -4.5% | 357,038 | $40.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.5% | 340,210 | $38.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 295,260 | $33.9M |
| Bank of America Corp. | 0.00% | Add +2.0% | 285,236 | $32.2M |
| UBS Group AG | 0.01% | Reduce -11.3% | 275,552 | $31.1M |
| McMill Wealth Management | 6.48% | Add +0.2% | 307,264 | $27.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.0% | 220,354 | $26.0M |
| BlackRock, Inc. | 0.00% | Add +21.9% | 217,830 | $24.6M |
| Truist Financial Corp. | 0.03% | Reduce -1.0% | 215,885 | $24.4M |
| Private Advisor Group, LLC | 0.07% | Add +1.7% | 141,935 | $16.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -9.9% | 130,287 | $14.7M |
| Evergreen Capital Management LLC | 0.24% | Add +10.7% | 118,883 | $13.4M |
| Frederick Financial Consultants, LLC | 5.28% | Add +2.6% | 110,070 | $12.4M |
| Patton Fund Management, Inc. | 2.63% | Reduce -6.1% | 107,494 | $12.1M |
| Capital Advisors Inc. | 0.16% | New | 93,985 | $10.6M |
| Piedmont Capital Management, LLC | 5.33% | Reduce -29.9% | 92,691 | $10.5M |
| Creative Planning | 0.01% | Reduce -3.3% | 92,156 | $10.4M |
| Affinity Wealth LLC | 5.58% | Add +3.0% | 91,986 | $10.4M |
| St. Clair Advisors, LLC | 2.51% | Reduce -2.3% | 86,445 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +44.9% | 84,493 | $9.5M |
| DT Investment Partners, LLC | 0.60% | Add +0.9% | 71,695 | $8.1M |
| Geneos Wealth Management Inc. | 0.15% | Add +3.3% | 64,335 | $7.3M |
| Alexis Investment Partners, LLC | 4.25% | New | 63,340 | $7.3M |
| MML Investors Services, LLC | 0.01% | Add +7.6% | 48,089 | $5.4M |
| Wealthspire Retirement, LLC | 0.27% | Add +1.3% | 42,286 | $4.8M |
| Assetmark, Inc. | 0.01% | Add +78.0% | 41,839 | $4.7M |
| Citizens Financial Group Inc. | 0.06% | Reduce -1.9% | 40,941 | $4.6M |
| D. E. Shaw & Co. | 0.00% | Add +553.7% | 40,496 | $4.6M |
| Susquehanna International Group, LLP | 0.00% | Add +83.0% | 39,687 | $4.5M |
| Tower Research Capital LLC (TRC) | 0.11% | Reduce -46.5% | 39,073 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.4% | 38,342 | $4.3M |
| Adams Wealth Management | 0.82% | Add +1.2% | 37,950 | $4.3M |
| CacheTech Inc. | 0.69% | Add +1.2% | 37,950 | $4.3M |
| Clearstead Advisors, LLC | 0.04% | No change | 37,616 | $4.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.1% | 37,395 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 37,025 | $4.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.0% | 34,580 | $3.9M |
| Proficio Capital Partners LLC | 0.14% | New | 33,275 | $3.8M |
| Falcon Wealth Planning | 0.21% | Add +5.4% | 29,804 | $3.4M |
| Smith, Moore & Co. | 0.22% | Reduce -0.4% | 29,387 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 27,621 | $3.1M |
| Flow Traders U.S. LLC | 0.13% | New | 27,382 | $3.1M |
| Cerity Partners LLC | 0.00% | Add +19.2% | 26,242 | $3.0M |
| City Holding Co. | 0.32% | Add +15.3% | 25,080 | $2.8M |
| Rebalance, LLC | 0.15% | Add +3.9% | 24,573 | $2.8M |
| Savant Capital, LLC | 0.01% | Add +142.1% | 25,245 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | No change | 23,177 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +11.6% | 22,995 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +11.4% | 19,475 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 19,087 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.1% | 18,724 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.5% | 18,642 | $2.1M |
| Bleakley Financial Group, LLC | 0.03% | New | 17,714 | $2.0M |
| Smallwood Wealth Investment Management, LLC | 0.87% | Add +3.4% | 17,627 | $2.0M |
| Cambient Family Office, LLC | 0.23% | Add +9.9% | 16,833 | $1.9M |
| Renaissance Technologies | 0.00% | New | 16,602 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -3.0% | 16,517 | $1.9M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -0.5% | 15,883 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -12.8% | 15,550 | $1.8M |
| Park Avenue Securities LLC | 0.01% | Add +120.4% | 14,345 | $1.6M |
| American Financial Advisors, LLC | 0.19% | Reduce -4.2% | 13,737 | $1.6M |
| M&T Bank Corp | 0.00% | No change | 13,550 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 13,294 | $1.5M |
| HRT Financial LP | 0.00% | Add +4.0% | 13,256 | $1.5M |
| Moller Wealth Partners | 0.27% | No change | 13,105 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -96.1% | 13,000 | $1.5M |
| Omega Financial Group, LLC | 0.45% | Add +0.7% | 12,948 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +69.5% | 12,213 | $1.4M |
| Atlas Brown,Inc. | 0.37% | Add +0.0% | 12,066 | $1.4M |
| Davidson Trust Co. | 0.53% | No change | 11,999 | $1.4M |
| Mariner, LLC | 0.00% | Add +1.4% | 11,800 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -24.1% | 11,709 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Reduce -4.8% | 11,656 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -41.1% | 11,332 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -27.7% | 11,098 | $1.3M |
| Lee Financial Co | 0.16% | Add +11.8% | 10,851 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.07% | No change | 10,814 | $1.2M |
| US Bancorp \de | 0.00% | No change | 9,145 | $1.0M |
| Gibson Capital, LLC | 0.17% | No change | 8,995 | $1.0M |
| Glenmede Trust Co. NA | 0.00% | No change | 8,757 | $989K |
| Summit Financial, LLC | 0.01% | Reduce -5.2% | 8,305 | $938K |
| Camelot Technology Advisors, Inc. | 0.64% | Add +22.1% | 8,275 | $935K |
| Lido Advisors, LLC | 0.00% | Add +21.1% | 7,845 | $886K |
| Brown Advisory Inc. | 0.00% | Reduce -11.2% | 7,749 | $875K |
| Fund Evaluation Group, LLC | 0.02% | New | 7,570 | $855K |
| Jane Street Group, LLC | 0.00% | Reduce -43.1% | 7,500 | $847K |
| Simon Quick Advisors, LLC | 0.03% | No change | 7,258 | $820K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -2.1% | 7,132 | $806K |
| Focus Partners Wealth | 0.00% | Add +43.5% | 7,016 | $793K |
| Corient Private Wealth LP | 0.00% | Add +34.5% | 6,638 | $750K |
| Clientfirst Wealth Management, LLC | 0.58% | No change | 6,252 | $706K |
| Baird Financial Group, Inc. | 0.00% | Add +30.3% | 6,174 | $697K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -3.4% | 6,021 | $680K |
| Key Financial Inc | 0.11% | No change | 5,730 | $647K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -0.5% | 5,665 | $640K |
| Strategic Financial Partners, Ltd. | 0.24% | Add +3.6% | 5,517 | $623K |
| Awm Capital, LLC | 0.05% | Add +0.3% | 5,405 | $611K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,264 | $595K |
| Harbour Investments, Inc. | 0.01% | Add +358.4% | 4,896 | $553K |
| Point72 Asset Management | 0.00% | New | 4,874 | $551K |
| Urban Financial Advisory Corp | 0.15% | Reduce -0.2% | 4,717 | $533K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.1% | 4,713 | $533K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,430 | $512K |
| Convergence Financial, LLC | 0.04% | New | 4,518 | $510K |
| Banque Transatlantique SA | 0.01% | No change | 4,500 | $508K |
| ARK & TLK Investments, LLC | 0.12% | No change | 4,472 | $505K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +7.7% | 4,403 | $497K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,363 | $493K |
| Franklin Resources Inc. | 0.00% | No change | 4,346 | $491K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -15.1% | 4,304 | $486K |
| Autumn Glory Partners, LLC | 0.14% | New | 4,255 | $481K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -4.5% | 4,205 | $475K |
| Burke & Herbert Bank & Trust Co. | 0.11% | Add +22.5% | 4,081 | $461K |
| Signal Advisors Wealth, LLC | 0.02% | New | 4,056 | $458K |
| Forum Financial Management, LP | 0.01% | No change | 4,032 | $455K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 4,006 | $453K |
| Citigroup Inc. | 0.00% | Reduce -91.6% | 3,896 | $440K |
| WealthPoint Financial, LLC | 0.32% | Add +14.7% | 3,884 | $439K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.8% | 3,783 | $431K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Reduce -0.2% | 3,746 | $423K |
| Stifel Financial Corp. | 0.00% | Reduce -16.3% | 3,732 | $422K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,723 | $421K |
| FMR LLC | 0.00% | Add +8.3% | 3,567 | $403K |
| Arkadios Wealth Advisors | 0.01% | New | 3,475 | $393K |
| Atlas Legacy Advisors, LLC | 0.06% | Reduce -1.1% | 3,472 | $392K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.9% | 3,313 | $374K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.9% | 3,117 | $364K |
| Fifth Third Bancorp | 0.00% | Reduce -1.0% | 3,217 | $363K |
| Trilogy Capital Inc. | 0.01% | Reduce -6.0% | 3,199 | $361K |
| Torrey Growth & Income Advisors | 0.12% | New | 2,250 | $353K |
| Landmark Wealth Management, Inc. | 0.12% | New | 3,086 | $349K |
| Avion Wealth | 0.06% | Reduce -28.3% | 3,066 | $346K |
| Aspiriant, LLC | 0.01% | No change | 3,035 | $343K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,000 | $339K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.3% | 2,980 | $337K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.8% | 2,960 | $334K |
| Merit Financial Group, LLC | 0.00% | Reduce -6.7% | 2,933 | $331K |
| Janney Montgomery Scott LLC | 0.00% | No change | 2,890 | $326K |
| Lewis Asset Management, LLC | 0.11% | Add +4.1% | 2,879 | $325K |
| Principal Securities, Inc. | 0.00% | New | 2,835 | $320K |
| Jones Financial Companies LLLP | 0.00% | Add +15.3% | 2,765 | $317K |
| Private Trust Co. NA | 0.03% | Add +40.6% | 2,804 | $317K |
| Beacon Financial Group | 0.03% | No change | 2,795 | $316K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.4% | 2,776 | $314K |
| SMART Wealth LLC | 0.07% | New | 2,746 | $310K |
| AE Wealth Management LLC | 0.00% | Add +3178.3% | 2,721 | $307K |
| Plancorp, LLC | 0.01% | New | 2,646 | $303K |
| Nixon Peabody Trust Co. | 0.02% | New | 2,653 | $300K |
| Allstreet Capital Advisors LLC | 0.19% | No change | 2,627 | $297K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.0% | 2,622 | $296K |
| SouthState Bank Corp | 0.01% | No change | 2,598 | $293K |
| Nwam LLC | 0.01% | New | 2,573 | $291K |
| Heartwood Wealth Advisors LLC | 0.02% | Reduce -0.2% | 2,533 | $286K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.4% | 2,493 | $282K |
| Newport Capital Group, LLC | 0.15% | Reduce -1.6% | 2,416 | $273K |
| Destiny Capital Corp | 0.13% | Reduce -67.5% | 2,411 | $272K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -13.6% | 2,370 | $268K |
| Wedmont Private Capital | 0.01% | New | 2,315 | $264K |
| Curran Financial Partners, LLC | 0.04% | Reduce -0.4% | 2,311 | $261K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,289 | $259K |
| Bokf, NA | 0.00% | Reduce -25.0% | 2,265 | $256K |
| Two Sigma Securities, LLC | 0.02% | Reduce -32.6% | 2,245 | $254K |
| Rossmore Private Capital | 0.02% | No change | 2,245 | $254K |
| IFG Advisory, LLC | 0.01% | New | 2,232 | $252K |
| Global Retirement Partners, LLC | 0.00% | — | 2,212 | $250K |
| Collaborative Wealth Managment Inc. | 0.10% | No change | 2,178 | $246K |
| Cornerstone Wealth, LLC | 0.12% | No change | 2,143 | $245K |
| Lanark Financial, Inc. | 0.02% | No change | 2,108 | $238K |
| Midwest Trust Co | 0.00% | Reduce -38.7% | 2,096 | $237K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 2,015 | $228K |
| Emerald Investment Advisers, LLC | 0.01% | New | 1,973 | $223K |
| Bessemer Group Inc. | 0.00% | No change | 1,962 | $222K |
| Keewaydin Investments LLC | 0.06% | No change | 1,950 | $220K |
| Front Row Advisors LLC | 0.06% | Reduce -13.3% | 1,963 | $220K |
| Eastern Bank | 0.00% | No change | 1,938 | $219K |
| NTV Asset Management LLC | 0.02% | New | 1,932 | $218K |
| BLB&B Advisors, LLC | 0.01% | New | 1,920 | $217K |
| Fsa Wealth Partners, Inc. | 0.05% | New | 1,916 | $216K |
| Chesley Taft & Associates LLC | 0.01% | New | 1,900 | $215K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,900 | $215K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -0.1% | 1,852 | $214K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -11.3% | 1,873 | $212K |
| Commerce Bank | 0.00% | New | 1,870 | $211K |
| Richardson Financial Services Inc. | 0.12% | Add +214.1% | 1,853 | $209K |
| CWA Asset Management Group, LLC | 0.01% | New | 1,799 | $203K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -13.2% | 1,797 | $203K |
| Qube Research & Technologies Ltd | 0.00% | Add +171800.0% | 1,719 | $194K |
| Sachetta, LLC | 0.09% | Reduce -4.2% | 1,711 | $193K |
| Bard Associates Inc. | 0.04% | New | 1,550 | $175K |
| AlphaCore Capital LLC | 0.00% | No change | 1,225 | $138K |
| Arax Advisory Partners | 0.00% | No change | 1,175 | $133K |
| Strengthening Families & Communities, LLC | 0.03% | Reduce -4.6% | 1,174 | $133K |
| GeoWealth Management, LLC | 0.00% | New | 1,134 | $128K |
| Piscataqua Savings Bank | 0.08% | Reduce -52.6% | 1,009 | $114K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 985 | $111K |
| MTM Investment Management, LLC | 0.03% | Reduce -5.2% | 920 | $104K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 850 | $96K |
| Graney & King, LLC | 0.03% | New | 847 | $96K |
| First PREMIER Bank | 0.02% | Reduce -50.0% | 833 | $94K |
| TD Private Client Wealth LLC | 0.00% | No change | 829 | $94K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 825 | $93K |
| Blair William & Co. | 0.00% | Reduce -5.7% | 823 | $93K |
| Coston, McIsaac & Partners | 0.02% | No change | 813 | $91K |
| Smartleaf Asset Management LLC | 0.00% | No change | 786 | $90K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +3.5% | 790 | $89K |
| GW&K Investment Management, LLC | 0.00% | No change | 750 | $85K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 644 | $73K |
| Simplex Trading, LLC | 0.00% | Add +36.9% | 590 | $67K |
| Raleigh Capital Management Inc. | 0.02% | Add +0.0% | 578 | $65K |
| Ares Financial Consulting, LLC | 0.05% | Add +0.9% | 578 | $65K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 554 | $63K |
| Evermay Wealth Management LLC | 0.01% | No change | 509 | $58K |
| Balentine LLC | 0.00% | New | 492 | $56K |
| Caldwell Trust Co | 0.00% | No change | 450 | $51K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 430 | $49K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -23.8% | 398 | $45K |
| Ancora Advisors LLC | 0.00% | No change | 358 | $40K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 345 | $39K |
| CX Institutional | 0.00% | Add +852.9% | 324 | $37K |
| Redwood Park Advisors LLC | 0.03% | Add +1.0% | 314 | $35K |
| SJS Investment Consulting Inc. | 0.00% | New | 258 | $29K |
| Spire Wealth Management | 0.00% | No change | 252 | $28K |
| Truvestments Capital LLC | 0.00% | New | 248 | $28K |
| Synergy Investment Management, LLC | 0.01% | No change | 243 | $27K |
| CoreCap Advisors, LLC | 0.00% | No change | 238 | $27K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.4% | 237 | $27K |
| Meramec Financial Planners, LLC | 0.01% | Add +2.5% | 205 | $24K |
| Costello Asset Management, INC | 0.01% | Add +0.9% | 213 | $24K |
| Smithfield Trust Co | 0.00% | No change | 200 | $23K |
| Matrix Private Capital Group LLC | 0.01% | No change | 200 | $23K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 200 | $23K |
| Motco | 0.00% | Add +43.1% | 196 | $22K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -0.5% | 193 | $22K |
| Bayban | 0.02% | No change | 191 | $22K |
| Consultiva Wealth Management, Corp. | 0.04% | No change | 172 | $19K |
| Rialto Wealth Management, LLC | 0.00% | No change | 167 | $19K |
| Founders Financial Alliance, LLC | 0.00% | Add +5.8% | 164 | $19K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 150 | $17K |
| Grove Bank & Trust | 0.00% | No change | 126 | $14K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 121 | $14K |
| Allworth Financial LP | 0.00% | Reduce -81.3% | 121 | $14K |
| Larson Financial Group LLC | 0.00% | Reduce -11.8% | 120 | $14K |
| Pflug Koory, LLC | 0.01% | Add +0.8% | 118 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 110 | $12K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 105 | $12K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 103 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +363.6% | 102 | $12K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 99 | $11K |
| IFP Advisors, Inc | 0.00% | Add +52.3% | 99 | $11K |
| Financial Perspectives, Inc | 0.00% | No change | 90 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 84 | $10K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -6.8% | 82 | $9K |
| Mather Group, Llc. | 0.00% | No change | 78 | $9K |
| Crews Bank & Trust | 0.00% | No change | 75 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 71 | $8K |
| Miller Global Investments, LLC | 0.01% | No change | 65 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $7K |
| Highland Investment Advisors LLC | 0.00% | — | 53 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 52 | $6K |
| Institute for Wealth Management, LLC. | 0.00% | New | 51 | $6K |
| EFG International AG | 0.00% | No change | 50 | $6K |
| Investors Research Corp | 0.00% | No change | 45 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 44 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 41 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 39 | $4K |
| Covestor Ltd | 0.00% | New | 34 | $4K |
| Birchbrook, Inc. | 0.00% | New | 34 | $4K |
| Copia Wealth Management | 0.00% | No change | 33 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 32 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +115.4% | 28 | $3K |
| Key Capital Management, INC | 0.00% | New | 22 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -50.0% | 15 | $2K |
| IMA Advisory Services, Inc. | 0.00% | New | 13 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 12 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 11 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 10 | $1K |
| Napier Financial, LLC | 0.00% | No change | 8 | $904 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 7 | $776 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $226 |
| Networth Advisors, LLC | 0.00% | New | 2 | $226 |
| Natixis | 0.00% | No change | 1 | $113 |
| Cohen & Steers, Inc. | 0.00% | Reduce -99.7% | 4 | $0 |
"% of holder's portfolio" is RWR's weight in each manager's 13F, not the share of SS SPDR Dow Jones REIT ETF the manager owns.