Starwood Property TrustSTWD
13F holders, Q3 2025 (September 30)526holders +19
62new positions
40sold out
7famous investors
$19.40avg. 13F price*
At the end of Q3 2025, 526 institutions reported holding Starwood Property Trust Inc. (STWD) in their 13F filings, up 19 from Q2 2025. 62 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($673.7M), Vanguard Group Inc. ($638.8M) and State Street Corp. ($218.5M). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Starwood Property Trust Inc.
- CUSIP
- 85571B105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $78.4M |
| Exits | 40 | $15.6M |
All 13F filers, Q2 2025 → Q3 2025: 20,311,504 shares bought and 4,529,206 shares sold, net +15,782,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 526 holders
| BlackRock, Inc. | 0.01% | Add +6.0% | 34,781,675 | $673.7M |
| Vanguard Group Inc. | 0.01% | Add +7.1% | 32,976,364 | $638.8M |
| State Street Corp. | 0.01% | Add +5.1% | 11,012,227 | $218.5M |
| Morgan Stanley | 0.01% | Add +19.2% | 7,768,706 | $150.5M |
| Geode Capital Management, LLC | 0.01% | Add +12.7% | 6,257,679 | $121.3M |
| Ameriprise Financial Inc. | 0.03% | Add +11.8% | 5,845,597 | $113.2M |
| Northern Trust Corp. | 0.01% | Add +1.2% | 5,387,358 | $104.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.8% | 3,511,985 | $68.0M |
| Two Sigma Investments, LP | 0.09% | Add +122.3% | 2,759,678 | $53.5M |
| Raymond James Financial Inc. | 0.02% | Add +0.5% | 2,727,404 | $52.8M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 2,653,604 | $51.4M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 2,588,254 | $50.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.5% | 2,417,010 | $46.8M |
| HighTower Advisors, LLC | 0.05% | Add +8.2% | 2,342,321 | $45.4M |
| Nuveen, LLC | 0.01% | Add +7.8% | 2,076,375 | $40.2M |
| UBS Group AG | 0.01% | Add +4.7% | 1,878,983 | $36.4M |
| Bank of America Corp. | 0.00% | Add +12.6% | 1,522,175 | $29.5M |
| Advisors Capital Management, LLC | 0.35% | Add +4.1% | 1,439,079 | $27.9M |
| Invesco Ltd. | 0.00% | Add +2.0% | 1,408,197 | $27.3M |
| Tudor Investment Corporation | 0.18% | Add +4445.6% | 1,367,215 | $26.5M |
| Leeward Investments, LLC - MA | 1.23% | Reduce -2.7% | 1,244,583 | $24.1M |
| Two Sigma Advisers, LP | 0.05% | Add +38.3% | 1,187,200 | $23.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +10.6% | 1,179,113 | $22.8M |
| Neuberger Berman Group LLC | 0.02% | Add +9.9% | 1,142,990 | $22.1M |
| Boston Partners | 0.02% | Add +3.5% | 1,141,268 | $22.1M |
| Van Eck Associates Corp. | 0.02% | Reduce -0.7% | 1,133,573 | $22.0M |
| Valley Wealth Managers, Inc. | 1.41% | Add +0.5% | 1,100,164 | $21.3M |
| HRT Financial LP | 0.08% | Add +50.7% | 1,074,946 | $20.8M |
| Franklin Resources Inc. | 0.01% | Reduce -1.2% | 1,062,541 | $20.6M |
| Marshall Wace, LLP | 0.02% | New | 1,056,140 | $20.5M |
| Seven Grand Managers, LLC | 1.57% | New | 1,000,000 | $19.4M |
| Rhumbline Advisers | 0.01% | Add +5.6% | 919,931 | $17.8M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +63.6% | 900,000 | $17.4M |
| 1832 Asset Management L.P. | 0.03% | Add +31.5% | 878,662 | $17.0M |
| Principal Financial Group Inc. | 0.01% | Add +4.9% | 766,609 | $14.8M |
| LPL Financial LLC | 0.00% | Add +29.0% | 691,252 | $13.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.2% | 690,011 | $13.4M |
| California Public Employees Retirement System | 0.01% | Add +16.1% | 665,081 | $12.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.8% | 664,719 | $12.9M |
| NFC Investments, LLC | 3.72% | Add +1.4% | 663,612 | $12.9M |
| Blair William & Co. | 0.03% | Add +36.6% | 647,024 | $12.5M |
| Focus Partners Wealth | 0.02% | Reduce -3.8% | 632,473 | $12.3M |
| Swiss National Bank | 0.01% | Add +2.7% | 629,365 | $12.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +26.8% | 623,222 | $12.1M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -11.2% | 608,481 | $11.8M |
| Citadel Advisors | 0.01% | Reduce -37.2% | 603,494 | $11.7M |
| Cetera Investment Advisers | 0.01% | Add +11.6% | 595,239 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.6% | 589,169 | $11.4M |
| Stifel Financial Corp. | 0.01% | Add +10.3% | 573,428 | $11.1M |
| Seneca House Advisors | 4.27% | Add +2.2% | 545,931 | $10.6M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +2.0% | 515,453 | $10.0M |
| Alliancebernstein L.P. | 0.00% | Add +7.0% | 476,001 | $9.2M |
| Columbus Macro, LLC | 1.00% | Add +12.9% | 453,887 | $8.8M |
| Zacks Investment Management | 0.07% | New | 438,299 | $8.5M |
| Renaissance Technologies | 0.01% | Reduce -1.4% | 426,484 | $8.3M |
| Retirement Systems of Alabama | 0.03% | Add +5.9% | 417,259 | $8.1M |
| Easterly Investment Partners LLC | 0.53% | New | 405,027 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.1% | 387,433 | $7.3M |
| Victory Capital Management Inc. | 0.00% | Add +518.1% | 369,382 | $7.2M |
| Barclays PLC | 0.00% | Reduce -8.9% | 358,362 | $6.9M |
| Millennium Management | 0.01% | Add +26.8% | 344,105 | $6.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.0% | 334,479 | $6.5M |
| California State Teachers Retirement System | 0.01% | Add +0.5% | 319,499 | $6.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.7% | 311,923 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +7.9% | 312,792 | $6.1M |
| Adell Harriman & Carpenter Inc. | 0.35% | Add +10.3% | 300,657 | $5.8M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.4% | 294,269 | $5.7M |
| Sargent Investment Group, LLC | 0.79% | Add +7.0% | 286,553 | $5.6M |
| SkyOak Wealth, LLC | 1.03% | Add +36.0% | 281,728 | $5.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.4% | 280,880 | $5.4M |
| Independent Financial Group, LLC | 0.13% | Add +4.9% | 275,654 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.9% | 246,960 | $4.8M |
| Grange Capital, LLC | 4.53% | Reduce -2.1% | 241,997 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.2% | 229,970 | $4.5M |
| Centaurus Financial, Inc. | 0.21% | Add +3.0% | 228,666 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Add +3.6% | 226,190 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +27.5% | 224,761 | $4.4M |
| Corient Private Wealth LP | 0.01% | Add +37.8% | 215,668 | $4.2M |
| Nisa Investment Advisors, LLC | 0.02% | Add +194.7% | 207,814 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +5.0% | 206,740 | $4.1M |
| Focused Wealth Management, Inc | 0.43% | Add +1.0% | 206,409 | $4.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.33% | Add +11.0% | 204,102 | $4.0M |
| Edgemoor Investment Advisors, Inc. | 0.30% | Add +3.3% | 199,463 | $3.9M |
| Truvestments Capital LLC | 0.69% | Reduce -12.2% | 198,507 | $3.8M |
| HUB Investment Partners, LLC | 0.14% | Reduce -17.8% | 197,035 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -32.7% | 197,001 | $3.8M |
| Waterloo Capital, L.P. | 0.27% | Add +5.8% | 186,414 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +11.7% | 186,030 | $3.6M |
| MetLife Investment Management, LLC | 0.02% | Add +2.2% | 177,390 | $3.4M |
| Twin Lakes Capital Management, LLC | 1.56% | Add +1.2% | 173,910 | $3.4M |
| Lido Advisors, LLC | 0.01% | Add +9.6% | 167,869 | $3.3M |
| RFG Advisory, LLC | 0.07% | Add +1.1% | 169,676 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.4% | 163,775 | $3.2M |
| United Advisor Group, LLC | 0.43% | Add +6.6% | 163,725 | $3.2M |
| Whittier Trust Co. | 0.04% | Reduce -0.5% | 159,155 | $3.1M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -0.6% | 159,382 | $3.1M |
| Squarepoint Ops LLC | 0.01% | Add +151.4% | 158,341 | $3.1M |
| Amalgamated Bank | 0.02% | Add +7.0% | 157,321 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.1% | 157,181 | $3.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.6% | 155,441 | $3.0M |
| Sei Investments Co. | 0.00% | Add +6.8% | 154,876 | $3.0M |
| Creative Planning | 0.00% | Add +221.4% | 150,341 | $2.9M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +23.9% | 149,637 | $2.9M |
| New York State Common Retirement Fund | 0.00% | Add +3.0% | 143,207 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +291.0% | 142,376 | $2.8M |
| KBC Group NV | 0.01% | Add +11.3% | 140,955 | $2.7M |
| Janus Henderson Group PLC | 0.00% | Add +4.3% | 139,748 | $2.7M |
| Kestra Investment Management, LLC | 0.07% | Add +5.1% | 139,494 | $2.7M |
| QRG Capital Management, Inc. | 0.03% | Reduce -46.7% | 133,318 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +36.1% | 129,849 | $2.5M |
| Cubist Systematic Strategies, LLC | 0.04% | New | 129,837 | $2.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -7.3% | 129,618 | $2.5M |
| AQR Capital Management | 0.00% | Add +55.2% | 129,273 | $2.5M |
| Avenir Corp. | 0.26% | Add +33.5% | 127,838 | $2.5M |
| Riverview Capital Advisers, LLC | 0.71% | Reduce -0.5% | 126,035 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 123,836 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -0.0% | 123,015 | $2.4M |
| Premier Fund Managers Ltd | 0.09% | No change | 115,000 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +4.2% | 118,006 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Add +8.8% | 115,514 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.9% | 111,945 | $2.2M |
| Aljian Capital Management, LLC | 0.44% | No change | 112,633 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 111,134 | $2.2M |
| Carmel Capital Partners, LLC | 0.91% | Reduce -34.4% | 110,909 | $2.1M |
| Corrado Advisors, LLC | 1.07% | Add +0.7% | 103,079 | $2.0M |
| Argosy-Lionbridge Management, LLC | 1.31% | Add +286.1% | 102,566 | $2.0M |
| Voya Investment Management LLC | 0.00% | Add +188.0% | 102,328 | $2.0M |
| Aviance Capital Partners, LLC | 0.23% | Add +1.2% | 99,878 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -23.8% | 98,745 | $1.9M |
| Rothschild Investment LLC | 0.11% | Add +3.0% | 98,155 | $1.9M |
| GFS Advisors, LLC | 0.24% | No change | 97,815 | $1.9M |
| Collar Capital Management, LLC | 1.33% | Add +5.4% | 97,746 | $1.9M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +1.1% | 96,553 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | Add +6.0% | 96,100 | $1.9M |
| Arizona State Retirement System | 0.01% | Add +2.6% | 96,040 | $1.9M |
| Lake Street Private Wealth, LLC | 0.24% | Reduce -3.0% | 94,350 | $1.8M |
| Norris Financial Group, LLC | 0.65% | Add +532.8% | 92,383 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 92,120 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Add +7.1% | 91,546 | $1.8M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -47.4% | 91,304 | $1.8M |
| CIBC Bancorp USA Inc. | 0.01% | — | 90,703 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | New | 90,574 | $1.8M |
| FMR LLC | 0.00% | Add +7.1% | 89,523 | $1.7M |
| Oak Thistle LLC | 0.26% | Add +112.0% | 89,409 | $1.7M |
| SlateStone Wealth, LLC | 0.15% | Add +2.9% | 89,077 | $1.7M |
| Bleakley Financial Group, LLC | 0.04% | Add +15.8% | 88,949 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Add +51.0% | 88,594 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +6.9% | 88,572 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +154.7% | 88,006 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 87,143 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.12% | New | 84,643 | $1.7M |
| Edgestream Partners, L.P. | 0.05% | Add +31.4% | 86,544 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 85,626 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 84,643 | $1.6M |
| State of Michigan Retirement System | 0.01% | Add +6.1% | 82,200 | $1.6M |
| Highland Capital Management, LLC | 0.08% | Add +9.3% | 81,349 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +36.2% | 80,447 | $1.6M |
| Cercano Management LLC | 0.06% | No change | 79,029 | $1.5M |
| Penserra Capital Management LLC | 0.02% | Add +3.0% | 78,966 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.5% | 78,426 | $1.5M |
| Interval Partners, LP | 0.03% | Add +3.0% | 78,119 | $1.5M |
| First Trust Advisors LP | 0.00% | Reduce -33.0% | 78,038 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | No change | 77,197 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +6.8% | 76,923 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.29% | Reduce -52.3% | 76,426 | $1.5M |
| Bramshill Investments, LLC | 0.10% | Add +35.1% | 75,747 | $1.5M |
| Carnegie Lake Advisors LLC | 0.56% | Reduce -0.3% | 75,419 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Reduce -1.5% | 75,104 | $1.5M |
| Am Investment Strategies LLC | 0.31% | Add +2.0% | 74,218 | $1.4M |
| Natixis | 0.01% | New | 73,946 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | Add +13.4% | 71,800 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +154.2% | 71,305 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.3% | 70,771 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +4.4% | 68,900 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +6.0% | 69,474 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -4.2% | 69,155 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +0.7% | 67,950 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | New | 66,270 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +3.3% | 66,092 | $1.3M |
| GoalVest Advisory LLC | 0.27% | Add +7.8% | 65,187 | $1.3M |
| Register Financial Advisors LLC | 0.49% | Reduce -2.2% | 64,706 | $1.3M |
| Point72 Asset Management | 0.00% | New | 64,418 | $1.2M |
| Diversify Advisory Services, LLC | 0.04% | Add +3.6% | 68,811 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -4.2% | 63,830 | $1.2M |
| &partners | 0.01% | Reduce -40.6% | 61,211 | $1.2M |
| Boston Family Office LLC | 0.07% | Reduce -1.6% | 59,822 | $1.2M |
| Daymark Wealth Partners, LLC | 0.04% | Add +1.1% | 59,527 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +29.3% | 59,472 | $1.2M |
| PFG Investments, LLC | 0.06% | Add +88.6% | 58,590 | $1.1M |
| MMBG Investment Advisors Co. | 0.10% | Reduce -4.9% | 55,725 | $1.1M |
| Mgo One Seven LLC | 0.03% | Add +0.2% | 55,856 | $1.1M |
| Ethic Inc. | 0.02% | Reduce -10.0% | 55,449 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +5393.3% | 54,054 | $1.0M |
| AIA Group Ltd | 0.02% | Add +25.2% | 53,884 | $1.0M |
| Kovack Advisors, Inc. | 0.10% | Reduce -1.1% | 52,797 | $1.0M |
| Global Retirement Partners, LLC | 0.02% | Add +8.0% | 52,115 | $1.0M |
| Summit Trail Advisors, LLC | 0.01% | Reduce -2.3% | 50,524 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +1.8% | 51,152 | $991K |
| WealthBridge Capital Management, LLC | 0.23% | Add +0.7% | 50,586 | $980K |
| Mariner, LLC | 0.00% | Add +3.5% | 50,466 | $978K |
| MML Investors Services, LLC | 0.00% | Add +40.2% | 49,345 | $956K |
| Aubrey Capital Management Ltd | 0.30% | Add +113.5% | 47,600 | $944K |
| Xponance LLC | 0.01% | Add +8.9% | 48,598 | $941K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.3% | 47,055 | $934K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -5.0% | 48,064 | $931K |
| Icon Wealth Advisors, LLC | 0.06% | Add +2.2% | 47,487 | $920K |
| Palogic Value Management, L.P. | 0.39% | Reduce -2.0% | 47,195 | $914K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.8% | 46,988 | $910K |
| Brown Advisory Inc. | 0.00% | Reduce -0.7% | 46,832 | $907K |
| Woodward Diversified Capital, LLC | 0.41% | Add +2.9% | 45,878 | $889K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -31.4% | 45,838 | $888K |
| E&G Advisors, LLC | 0.20% | Reduce -2.9% | 44,334 | $859K |
| WealthTrust Axiom LLC | 0.23% | Add +36.5% | 43,383 | $840K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -13.9% | 43,028 | $833K |
| Teacher Retirement System of Texas | 0.00% | Reduce -12.8% | 42,468 | $823K |
| Carson Advisory Inc. | 0.44% | No change | 42,157 | $817K |
| Accel Wealth Management | 0.24% | Add +0.8% | 42,023 | $814K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -51.2% | 41,934 | $812K |
| Vision Financial Markets LLC | 0.69% | No change | 41,700 | $808K |
| SummitTX Capital, L.P. | 0.03% | Reduce -71.6% | 40,638 | $787K |
| Cary Street Partners Financial LLC | 0.02% | No change | 39,481 | $765K |
| Ascentis Independent Advisors | 0.13% | Reduce -0.0% | 39,421 | $764K |
| Callodine Capital Management, LP | 0.07% | New | 39,360 | $762K |
| Exchange Traded Concepts, LLC | 0.01% | New | 39,190 | $759K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.4% | 37,139 | $719K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.8% | 37,080 | $718K |
| InTrack Investment Management Inc | 0.42% | New | 35,926 | $696K |
| IFC Advisors LLC | 0.13% | Reduce -2.3% | 35,426 | $686K |
| International Assets Investment Management, LLC | 0.06% | No change | 33,606 | $685K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.8% | 35,977 | $668K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -0.7% | 34,297 | $664K |
| Caisse Des Depots Et Consignations | 0.03% | No change | 33,660 | $652K |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.1% | 33,644 | $652K |
| US Bancorp \de | 0.00% | Reduce -3.3% | 33,624 | $651K |
| Red Spruce Capital, LLC | 0.26% | Add +0.0% | 33,475 | $648K |
| Cwm, LLC | 0.00% | Reduce -4.2% | 33,382 | $647K |
| Cerity Partners LLC | 0.00% | Reduce -8.7% | 33,125 | $642K |
| 1620 Investment Advisors, Inc. | 0.43% | Reduce -0.6% | 32,932 | $638K |
| Pinion Investment Advisors, LLC | 0.17% | Add +11.9% | 34,187 | $637K |
| Adams Asset Advisors, LLC | 0.08% | Reduce -60.9% | 32,709 | $634K |
| Frank, Rimerman Advisors LLC | 0.04% | No change | 31,927 | $618K |
| State of Wisconsin Investment Board | 0.00% | Add +1.7% | 31,327 | $607K |
| Truist Financial Corp. | 0.00% | Add +16.3% | 31,070 | $602K |
| NEOS Investment Management LLC | 0.00% | Add +103.2% | 31,021 | $601K |
| Neo Ivy Capital Management | 0.15% | New | 31,000 | $600K |
| Federated Hermes, Inc. | 0.00% | Add +2.4% | 30,829 | $597K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 30,735 | $595K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.1% | 30,169 | $584K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.8% | 30,050 | $582K |
| Samalin Investment Counsel, LLC | 0.20% | Add +2.5% | 29,739 | $576K |
| Fiduciary Group, LLC | 0.05% | No change | 29,555 | $572K |
| Promethium Advisors,llc | 0.33% | Reduce -1.4% | 28,837 | $572K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 29,279 | $567K |
| MCF Advisors LLC | 0.03% | No change | 28,842 | $559K |
| Bank Ozk | 0.20% | No change | 28,700 | $556K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.0% | 28,675 | $555K |
| Element Wealth, LLC | 0.24% | Add +1.0% | 28,405 | $550K |
| Deutsche Bank AG | 0.00% | Add +29.8% | 28,068 | $544K |
| Quadrant Capital Group LLC | 0.02% | Add +2.3% | 27,220 | $527K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +79.6% | 26,306 | $510K |
| Aigen Investment Management, LP | 0.08% | Reduce -37.7% | 26,252 | $509K |
| Securian Asset Management, Inc. | 0.01% | Add +5.2% | 25,846 | $501K |
| LDR Capital Management LLC | 1.35% | Reduce -79.6% | 25,667 | $497K |
| Crux Wealth Advisors | 0.20% | Add +2.2% | 25,526 | $494K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.8% | 25,041 | $485K |
| Red Door Wealth Management, LLC | 0.05% | Add +22.3% | 24,707 | $479K |
| Wealth Quarterback LLC | 0.18% | Add +19.3% | 24,503 | $475K |
| Sterling Capital Management LLC | 0.01% | Reduce -0.5% | 24,194 | $469K |
| Kingsview Wealth Management, LLC | 0.01% | Add +13.3% | 24,059 | $466K |
| Peak Financial Advisors LLC | 0.22% | Add +0.3% | 23,980 | $464K |
| WJ Financial Advisors LLC | 0.45% | — | 23,936 | $464K |
| Leo Wealth, LLC | 0.06% | Add +3.8% | 23,725 | $460K |
| Gables Capital Management Inc. | 0.19% | Reduce -4.1% | 23,375 | $453K |
| Sonora Investment Management Group, LLC | 0.03% | Reduce -17.7% | 23,066 | $447K |
| MAS Advisors LLC | 0.70% | Add +12.9% | 22,761 | $441K |
| Morey & Quinn Wealth Partners, LLC | 0.32% | No change | 22,568 | $437K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,123 | $429K |
| Meridian Wealth Management, LLC | 0.02% | Add +18.4% | 21,895 | $424K |
| Commerce Bank | 0.00% | Add +10.9% | 21,798 | $422K |
| DoubleLine ETF Adviser LP | 0.13% | Add +13.9% | 21,630 | $419K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 21,492 | $416K |
| SG Americas Securities, LLC | 0.00% | Add +28.3% | 21,303 | $413K |
| Gentry Private Wealth, LLC | 0.28% | Add +2.3% | 20,708 | $401K |
| CWA Asset Management Group, LLC | 0.01% | New | 20,567 | $398K |
| Formidable Asset Management, LLC | 0.06% | Add +5.2% | 19,845 | $398K |
| Rathbones Group PLC | 0.00% | No change | 20,490 | $397K |
| Gabelli Funds LLC | 0.00% | No change | 20,000 | $387K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 19,858 | $385K |
| Foundations Investment Advisors, LLC | 0.01% | New | 19,803 | $384K |
| Arax Advisory Partners | 0.01% | Add +9.7% | 19,722 | $382K |
| Vantage Financial Partners, LLC | 0.08% | New | 19,268 | $373K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 19,248 | $373K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.3% | 19,209 | $372K |
| Polymer Capital Management (HK) LTD | 0.05% | New | 18,626 | $361K |
| Westbourne Investment Advisors, Inc. | 0.10% | Add +7.0% | 18,400 | $356K |
| CHICAGO TRUST Co NA | 0.05% | New | 18,260 | $354K |
| Jeppson Wealth Management, LLC | 0.11% | Reduce -3.3% | 18,205 | $353K |
| Utah Retirement Systems | 0.00% | Add +8.4% | 18,156 | $352K |
| Maryland State Retirement & Pension System | 0.01% | Add +22.1% | 17,849 | $346K |
| Essex Financial Services, Inc. | 0.02% | Add +38.8% | 17,641 | $342K |
| MeadowBrook Investment Advisors LLC | 0.29% | Reduce -0.2% | 17,380 | $337K |
| Longboard Asset Management, LP | 0.54% | No change | 17,349 | $336K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +13.7% | 17,305 | $335K |
| D. E. Shaw & Co. | 0.00% | Reduce -87.3% | 17,254 | $334K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +60.6% | 17,152 | $332K |
| WMG Financial Advisors, LLC | 0.11% | No change | 17,117 | $332K |
| Boothbay Fund Management, LLC | 0.01% | New | 16,954 | $328K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -69.5% | 16,844 | $326K |
| Park Avenue Securities LLC | 0.00% | Add +3.5% | 16,776 | $325K |
| Cibc World Market Inc. | 0.00% | Add +13.5% | 16,382 | $317K |
| Insigneo Advisory Services, LLC | 0.02% | Add +10.1% | 16,350 | $317K |
| Aristeia Capital, L.L.C. | 0.02% | Add +17.3% | 16,040 | $311K |
| Equitable Holdings, Inc. | 0.00% | Add +31.6% | 15,967 | $309K |
| Alps Advisors Inc. | 0.00% | No change | 15,344 | $297K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 15,314 | $297K |
| Advisory Services Network, LLC | 0.00% | Add +8.1% | 15,263 | $296K |
| Belpointe Asset Management LLC | 0.01% | Reduce -2.1% | 14,896 | $289K |
| Evergreen Capital Management LLC | 0.01% | New | 14,739 | $285K |
| ProShare Advisors LLC | 0.00% | Add +2.7% | 14,680 | $284K |
| Swiss Life Asset Management Ltd | 0.00% | New | 14,653 | $284K |
| Quantum Portfolio Management LLC | 0.08% | Reduce -1.1% | 14,652 | $284K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.1% | 14,011 | $271K |
| Meridian Wealth Advisors, LLC | 0.04% | Add +0.4% | 13,950 | $270K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.9% | 13,958 | $270K |
| Sanctuary Advisors, LLC | 0.00% | Add +27.6% | 13,924 | $270K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 13,736 | $266K |
| Westmount Partners, LLC | 0.07% | Add +0.6% | 13,579 | $264K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 13,410 | $260K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -2.7% | 13,364 | $259K |
| Principal Securities, Inc. | 0.00% | Add +10.9% | 13,203 | $256K |
| GC Wealth Management RIA, LLC | 0.01% | New | 13,188 | $255K |
| Keystone Financial Services | 0.08% | New | 13,174 | $255K |
| Segall Bryant & Hamill, LLC | 0.00% | No change | 13,000 | $252K |
| Certior Financial Group, LLC | 0.17% | Reduce -27.4% | 12,749 | $247K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -8.3% | 12,723 | $246K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 12,660 | $245K |
| Carnegie Investment Counsel | 0.00% | Reduce -37.5% | 12,475 | $242K |
| Old National Bancorp | 0.00% | New | 12,395 | $240K |
| Walker Asset Management, LLC | 0.13% | Add +2.3% | 12,256 | $237K |
| Cooper Financial Group | 0.03% | New | 12,182 | $236K |
| Texas Capital Bancshares Inc | 0.09% | New | 12,054 | $233K |
| Alteri Wealth LLC | 0.08% | Reduce -12.4% | 11,951 | $231K |
| Left Brain Wealth Management, LLC | 0.07% | Add +12.5% | 11,950 | $231K |
| Jennison Associates LLC | 0.00% | No change | 11,731 | $227K |
| Choreo, LLC | 0.00% | Add +8.4% | 11,366 | $226K |
| IHT Wealth Management, LLC | 0.01% | Add +3.3% | 11,638 | $225K |
| Clearstead Trust, LLC | 0.04% | Add +0.3% | 11,545 | $224K |
| Allworth Financial LP | 0.00% | Add +43.3% | 11,476 | $222K |
| HSBC Holdings PLC | 0.00% | Add +10.0% | 11,431 | $221K |
| Shelton Capital Management | 0.00% | No change | 11,362 | $220K |
| Plato Investment Management Ltd | 0.01% | New | 11,443 | $220K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.1% | 11,253 | $218K |
| Simplex Trading, LLC | 0.00% | Reduce -70.3% | 11,211 | $217K |
| RiverFront Investment Group, LLC | 0.00% | No change | 11,100 | $215K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -10.7% | 11,093 | $215K |
| Crumly & Associates Inc. | 0.05% | New | 10,962 | $212K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -4.0% | 10,928 | $212K |
| NorthRock Partners, LLC | 0.00% | New | 10,921 | $212K |
| Lazari Capital Management, Inc. | 0.07% | No change | 10,849 | $210K |
| Intech Investment Management LLC | 0.00% | New | 10,791 | $209K |
| Cetera Trust Company, N.A | 0.12% | No change | 10,730 | $208K |
| Fox Run Management, L.L.C. | 0.03% | New | 10,727 | $208K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -1.7% | 10,718 | $208K |
| Corps Capital Advisors, LLC | 0.31% | Add +1.9% | 10,507 | $204K |
| Spire Wealth Management | 0.01% | No change | 10,500 | $203K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,496 | $203K |
| FineMark National Bank & Trust | 0.01% | No change | 10,454 | $202K |
| GM Advisory Group, LLC | 0.01% | New | 10,367 | $201K |
| Alliance Wealth Advisors, LLC | 0.05% | New | 10,201 | $198K |
| HBK Sorce Advisory LLC | 0.00% | New | 10,490 | $196K |
| Praxis Investment Management Inc. | 0.01% | No change | 10,140 | $196K |
| Verition Fund Management LLC | 0.00% | Reduce -67.1% | 10,020 | $194K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 10,010 | $194K |
| HM Payson & Co. | 0.00% | No change | 10,000 | $194K |
| Operose Advisors LLC | 0.05% | No change | 9,900 | $192K |
| Bayforest Capital Ltd | 0.09% | Reduce -55.5% | 9,747 | $189K |
| AlphaQuest LLC | 0.01% | Add +17.7% | 9,090 | $176K |
| Crewe Advisors LLC | 0.02% | No change | 9,000 | $174K |
| STRS Ohio | 0.00% | Reduce -93.8% | 8,267 | $160K |
| Boreal Capital Management LLC | 0.15% | No change | 8,000 | $159K |
| Lanark Financial, Inc. | 0.01% | Add +0.2% | 8,004 | $155K |
| Global Trust Asset Management, LLC | 0.07% | Add +60.3% | 7,975 | $154K |
| Smartleaf Asset Management LLC | 0.01% | Add +60.9% | 7,148 | $142K |
| Quarry LP | 0.04% | Add +86.7% | 7,061 | $137K |
| Chilton Capital Management LLC | 0.00% | Add +60.6% | 6,999 | $136K |
| Bessemer Group Inc. | 0.00% | Add +4.0% | 6,180 | $119K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.5% | 5,943 | $115K |
| MAI Capital Management | 0.00% | Add +2.2% | 5,558 | $108K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $107K |
| Parallax Volatility Advisers, L.P. | 0.00% | Add +19.7% | 5,313 | $103K |
| Sound Income Strategies, LLC | 0.01% | New | 5,350 | $99K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 5,000 | $97K |
| Holos Integrated Wealth LLC | 0.06% | No change | 5,236 | $96K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.0% | 4,872 | $94K |
| Covestor Ltd | 0.05% | Add +29.8% | 4,685 | $91K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,540 | $88K |
| Spirit of America Management Corp. | 0.02% | No change | 4,500 | $87K |
| Rossby Financial, LCC | 0.03% | Add +4.2% | 4,398 | $86K |
| IFP Advisors, Inc | 0.00% | Reduce -8.8% | 4,253 | $82K |
| Jones Financial Companies LLLP | 0.00% | Add +27.6% | 4,108 | $82K |
| GAMMA Investing LLC | 0.00% | Add +14.8% | 4,235 | $82K |
| Summit Securities Group LLC | 0.03% | Reduce -87.0% | 4,000 | $77K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -11.4% | 3,827 | $74K |
| Ssa Swiss Advisors AG | 0.03% | No change | 3,760 | $73K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.5% | 3,443 | $67K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +603.2% | 3,305 | $64K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.7% | 3,224 | $62K |
| National Bank of Canada | 0.00% | Add +5.1% | 3,165 | $61K |
| Brookfield Corp | 0.00% | New | 2,993 | $58K |
| Huntington National Bank | 0.00% | No change | 2,991 | $58K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +2.3% | 2,754 | $54K |
| Salem Investment Counselors Inc. | 0.00% | Add +4.8% | 2,617 | $52K |
| Shell Asset Management Co. | 0.01% | Reduce -37.2% | 2,613 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,438 | $47K |
| UMB Bank, n.a. | 0.00% | Add +8.2% | 2,412 | $47K |
| Fifth Third Bancorp | 0.00% | Add +3.1% | 2,316 | $45K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 2,133 | $44K |
| Hurley Capital, LLC | 0.02% | Add +2.0% | 2,253 | $44K |
| Western Pacific Wealth Management, LP | 0.04% | No change | 2,139 | $41K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 2,000 | $39K |
| Orion Capital Management LLC | 0.01% | New | 2,000 | $39K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 2,000 | $39K |
| CI Investments Inc. | 0.00% | Add +17.8% | 1,706 | $33K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 1,650 | $32K |
| Heritage Wealth Advisors | 0.00% | Add +28.8% | 1,610 | $31K |
| Grove Bank & Trust | 0.00% | No change | 1,600 | $31K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,600 | $30K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | New | 1,500 | $29K |
| Cloud Capital Management, LLC | 0.02% | New | 1,500 | $29K |
| Alpine Bank Wealth Management | 0.00% | Add +8.5% | 1,367 | $26K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +4.5% | 1,408 | $26K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,220 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -83.7% | 1,213 | $23K |
| Pacific Center for Financial Services | 0.01% | No change | 1,200 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -0.3% | 1,146 | $22K |
| Whipplewood Advisors, LLC | 0.01% | No change | 1,142 | $22K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,107 | $21K |
| Activest Wealth Management | 0.00% | Add +0.5% | 1,016 | $20K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,000 | $19K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 1,000 | $19K |
| Private Trust Co. NA | 0.00% | No change | 974 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 940 | $18K |
| Trust Co. of Toledo NA | 0.00% | No change | 939 | $18K |
| CoreCap Advisors, LLC | 0.00% | Reduce -20.3% | 937 | $18K |
| Point72 Hong Kong Ltd | 0.00% | New | 894 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 884 | $17K |
| Matrix Trust Co | 0.00% | New | 898 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 845 | $16K |
| Center for Financial Planning, Inc. | 0.00% | No change | 805 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -40.7% | 800 | $16K |
| Danske Bank A/S | 0.00% | No change | 800 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -12.7% | 776 | $15K |
| Kilter Group LLC | 0.01% | Reduce -8.8% | 774 | $15K |
| Essential Partners LLC | 0.00% | Add +38050.0% | 763 | $15K |
| Mountain Hill Investment Partners Corp. | 0.01% | No change | 760 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -98.5% | 730 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.1% | 703 | $14K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 700 | $14K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 700 | $14K |
| AllSquare Wealth Management LLC | 0.01% | No change | 700 | $14K |
| Optiver Holding B.V. | 0.00% | Reduce -26.1% | 678 | $13K |
| Global Wealth Strategies & Associates | 0.00% | New | 600 | $12K |
| CENTRAL TRUST Co | 0.00% | Add +7.1% | 588 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -49.0% | 568 | $11K |
| WPG Advisers, LLC | 0.01% | No change | 537 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -100.0% | 534 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 532 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $10K |
| Rise Advisors, LLC | 0.00% | Add +2.2% | 502 | $10K |
| WFA of San Diego, LLC | 0.01% | No change | 500 | $10K |
| FWL Investment Management, LLC | 0.00% | No change | 500 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 500 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.6% | 437 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 400 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 405 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -90.7% | 68 | $8K |
| Knott David M Jr | 0.00% | No change | 400 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 400 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 375 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 363 | $7K |
| Quent Capital, LLC | 0.00% | New | 344 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -16.7% | 310 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +12.8% | 290 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 283 | $5K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -77.9% | 277 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 267 | $5K |
| City State Bank | 0.00% | No change | 260 | $5K |
| Abound Wealth Management | 0.00% | No change | 250 | $5K |
| TD Capital Management LLC | 0.00% | No change | 244 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 217 | $4K |
| Optimum Investment Advisors | 0.00% | No change | 200 | $4K |
| NFSG Corp | 0.00% | Reduce -66.7% | 200 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 200 | $4K |
| Country Trust Bank | 0.00% | No change | 200 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 200 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -56.2% | 192 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 180 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 175 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 157 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +42.0% | 142 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 122 | $2K |
| Caption Management, LLC | 0.00% | New | 118 | $2K |
| CX Institutional | 0.00% | New | 109 | $2K |
| Salomon & Ludwin, LLC | 0.00% | New | 100 | $2K |
| Guerra Advisors Inc | 0.00% | New | 99 | $2K |
| SouthState Bank Corp | 0.00% | No change | 96 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -1.3% | 78 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 78 | $2K |
| LRI Investments, LLC | 0.00% | No change | 77 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -48.5% | 71 | $1K |
| Pittenger & Anderson Inc. | 0.00% | New | 60 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -16.7% | 60 | $1K |
| Archer Investment Corp | 0.00% | Add +1.8% | 56 | $1K |
| Avion Wealth | 0.00% | No change | 57 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -62.2% | 31 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $969 |
| ORG Partners LLC | 0.00% | No change | 46 | $902 |
| True Wealth Design, LLC | 0.00% | No change | 37 | $717 |
| Cromwell Holdings LLC | 0.00% | No change | 34 | $675 |
| Leonteq Securities AG | 0.00% | No change | 31 | $600 |
| SWAN Capital LLC | 0.00% | No change | 27 | $523 |
| DecisionPoint Financial, LLC | 0.00% | No change | 26 | $507 |
| Bare Financial Services, Inc | 0.00% | New | 26 | $504 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $97 |
| Tortoise Investment Management, LLC | 0.00% | New | 3 | $58 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $39 |
"% of holder's portfolio" is STWD's weight in each manager's 13F, not the share of Starwood Property Trust Inc. the manager owns.