Starwood Property TrustSTWD
13F holders, Q4 2025 (December 31)527holders +1
54new positions
61sold out
5famous investors
$18.05avg. 13F price*
At the end of Q4 2025, 527 institutions reported holding Starwood Property Trust Inc. (STWD) in their 13F filings, up 1 from Q3 2025. 54 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($627.6M), Vanguard Group Inc. ($590.7M) and State Street Corp. ($213.0M). 5 famous investors held it, including Paul Tudor Jones (0.1% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $25.2M |
| Exits | 61 | $34.7M |
All 13F filers, Q3 2025 → Q4 2025: 10,849,701 shares bought and 12,978,679 shares sold, net −2,128,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 527 holders
| BlackRock, Inc. | 0.01% | Add +0.2% | 34,846,845 | $627.6M |
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 32,798,284 | $590.7M |
| State Street Corp. | 0.01% | Add +4.7% | 11,524,208 | $213.0M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 7,614,736 | $137.1M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 6,406,419 | $115.5M |
| Ameriprise Financial Inc. | 0.02% | Add +0.3% | 5,862,145 | $105.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.0% | 5,335,428 | $96.1M |
| Norges Bank | 0.01% | — | 4,174,202 | $75.2M |
| Advisors Capital Management, LLC | 0.79% | Add +157.3% | 3,702,935 | $66.7M |
| Two Sigma Investments, LP | 0.09% | Add +17.3% | 3,238,318 | $58.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.3% | 2,938,404 | $52.9M |
| Wells Fargo & Company | 0.01% | Add +0.6% | 2,670,407 | $48.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.2% | 2,640,561 | $47.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.4% | 2,475,175 | $44.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 2,454,538 | $44.2M |
| Two Sigma Advisers, LP | 0.06% | Add +47.1% | 1,746,800 | $31.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -29.3% | 1,655,008 | $29.8M |
| Invesco Ltd. | 0.00% | Add +14.4% | 1,611,677 | $29.0M |
| UBS Group AG | 0.01% | Reduce -18.4% | 1,533,409 | $27.6M |
| Van Eck Associates Corp. | 0.02% | Add +25.7% | 1,425,184 | $25.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +7.0% | 1,262,070 | $22.7M |
| Franklin Resources Inc. | 0.01% | Add +15.1% | 1,223,235 | $22.0M |
| Leeward Investments, LLC - MA | 1.11% | Reduce -2.5% | 1,213,296 | $21.9M |
| Nuveen, LLC | 0.01% | Reduce -45.7% | 1,126,953 | $20.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +25.0% | 1,125,000 | $20.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -12.7% | 997,907 | $18.0M |
| Valley Wealth Managers, Inc. | 1.06% | Reduce -16.6% | 917,203 | $16.5M |
| Rhumbline Advisers | 0.01% | Reduce -2.3% | 898,722 | $16.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +164844.2% | 880,802 | $15.9M |
| Tudor Investment Corporation | 0.09% | Reduce -38.7% | 837,812 | $15.1M |
| LPL Financial LLC | 0.00% | Add +13.4% | 784,103 | $14.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +22.6% | 764,268 | $13.8M |
| Bank of America Corp. | 0.00% | Reduce -49.9% | 762,218 | $13.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.3% | 748,743 | $13.5M |
| Focus Partners Wealth | 0.01% | Add +10.9% | 701,301 | $12.6M |
| Swiss National Bank | 0.01% | Add +9.3% | 687,665 | $12.4M |
| NFC Investments, LLC | 3.48% | Add +3.1% | 683,889 | $12.3M |
| Blair William & Co. | 0.03% | Add +4.2% | 674,462 | $12.1M |
| California Public Employees Retirement System | 0.01% | Add +0.6% | 669,342 | $12.1M |
| Cetera Investment Advisers | 0.01% | Add +1.5% | 603,908 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 600,028 | $10.8M |
| Seneca House Advisors | 3.94% | Add +7.1% | 584,842 | $10.5M |
| HRT Financial LP | 0.03% | Reduce -47.2% | 567,952 | $10.2M |
| Stifel Financial Corp. | 0.01% | Reduce -3.5% | 553,074 | $10.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +2.9% | 530,575 | $9.6M |
| Legal & General Group Plc | 0.00% | Reduce -21.6% | 521,482 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +29.2% | 500,678 | $9.2M |
| Seven Grand Managers, LLC | 0.69% | Reduce -50.0% | 500,000 | $9.0M |
| Columbus Macro, LLC | 0.98% | Add +9.9% | 498,841 | $9.0M |
| Alliancebernstein L.P. | 0.00% | Add +3.8% | 494,052 | $8.9M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -20.7% | 482,450 | $8.7M |
| 1832 Asset Management L.P. | 0.01% | Reduce -45.5% | 478,662 | $8.6M |
| Victory Capital Management Inc. | 0.00% | Add +25.8% | 464,616 | $8.4M |
| Barclays PLC | 0.00% | Add +24.6% | 446,342 | $8.0M |
| First Trust Advisors LP | 0.01% | Add +439.6% | 421,059 | $7.6M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 417,790 | $7.5M |
| SG Americas Securities, LLC | 0.01% | Add +1650.2% | 372,837 | $6.7M |
| Edgestream Partners, L.P. | 0.18% | Add +308.9% | 353,842 | $6.4M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 334,479 | $6.0M |
| Citadel Advisors | 0.00% | Reduce -44.7% | 333,759 | $6.0M |
| California State Teachers Retirement System | 0.01% | Add +3.9% | 332,083 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.2% | 316,141 | $5.7M |
| SkyOak Wealth, LLC | 1.01% | Add +11.2% | 313,143 | $5.6M |
| Independent Financial Group, LLC | 0.12% | Add +6.3% | 292,928 | $5.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.3% | 277,154 | $5.0M |
| Sargent Investment Group, LLC | 0.62% | Reduce -4.2% | 274,562 | $4.9M |
| Adell Harriman & Carpenter Inc. | 0.29% | Reduce -9.8% | 271,257 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -10.3% | 264,095 | $4.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 260,666 | $4.7M |
| Grange Capital, LLC | 4.44% | Add +6.1% | 256,867 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -18.0% | 256,462 | $4.6M |
| Centaurus Financial, Inc. | 0.21% | Add +10.9% | 253,634 | $4.6M |
| Argosy-Lionbridge Management, LLC | 2.86% | Add +145.0% | 251,250 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +21.2% | 250,529 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Add +5.8% | 239,228 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.5% | 237,994 | $4.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -24.8% | 234,633 | $4.2M |
| Renaissance Technologies | 0.01% | Reduce -46.4% | 228,784 | $4.1M |
| XTX Topco Ltd | 0.11% | New | 226,945 | $4.1M |
| SummitTX Capital, L.P. | 0.12% | Add +439.5% | 219,231 | $3.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +347.1% | 214,868 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +13.3% | 210,699 | $3.8M |
| GFS Advisors, LLC | 0.44% | Add +111.4% | 206,795 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.5% | 203,416 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.9% | 202,704 | $3.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.21% | Reduce -2.0% | 200,107 | $3.6M |
| Corient Private Wealth LP | 0.00% | Reduce -7.5% | 199,404 | $3.6M |
| Truvestments Capital LLC | 0.64% | Reduce -1.7% | 195,105 | $3.5M |
| Edgemoor Investment Advisors, Inc. | 0.27% | Reduce -2.5% | 194,524 | $3.5M |
| Waterloo Capital, L.P. | 0.25% | Add +2.8% | 191,611 | $3.5M |
| RFG Advisory, LLC | 0.06% | Add +10.7% | 187,797 | $3.4M |
| Lido Advisors, LLC | 0.01% | Add +0.2% | 168,197 | $3.3M |
| Carmel Capital Partners, LLC | 1.15% | Add +63.8% | 181,676 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.6% | 177,857 | $3.2M |
| Focused Wealth Management, Inc | 0.34% | Reduce -15.1% | 175,247 | $3.2M |
| Twin Lakes Capital Management, LLC | 1.39% | Reduce -0.5% | 173,130 | $3.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.1% | 170,059 | $3.1M |
| Engineers Gate Manager LP | 0.03% | New | 161,873 | $2.9M |
| United Advisor Group, LLC | 0.37% | Reduce -1.5% | 161,328 | $2.9M |
| Janus Henderson Group PLC | 0.00% | Add +12.9% | 157,748 | $2.8M |
| HUB Investment Partners, LLC | 0.08% | Reduce -21.7% | 154,323 | $2.8M |
| Amalgamated Bank | 0.02% | Reduce -2.4% | 153,530 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -0.9% | 153,456 | $2.8M |
| Kestra Investment Management, LLC | 0.07% | Add +8.7% | 151,562 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.6% | 147,292 | $2.7M |
| QRG Capital Management, Inc. | 0.03% | Add +9.7% | 146,291 | $2.6M |
| GraniteShares Advisors LLC | 1.59% | New | 145,320 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -9.1% | 144,874 | $2.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 144,858 | $2.6M |
| KBC Group NV | 0.01% | Add +2.5% | 144,508 | $2.6M |
| New York State Common Retirement Fund | 0.00% | No change | 143,207 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.3% | 137,820 | $2.5M |
| Avenir Corp. | 0.27% | Add +7.0% | 136,758 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.9% | 136,201 | $2.5M |
| KMG Fiduciary Partners, LLC | 0.17% | Add +40.3% | 135,420 | $2.4M |
| Creative Planning | 0.00% | Reduce -11.8% | 132,588 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.5% | 130,277 | $2.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.4% | 127,836 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.6% | 122,265 | $2.2M |
| Premier Fund Managers Ltd | 0.12% | No change | 115,000 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 118,750 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 117,894 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +33.9% | 113,372 | $2.1M |
| Millennium Management | 0.00% | Reduce -66.7% | 114,603 | $2.1M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.7% | 111,163 | $2.1M |
| Aljian Capital Management, LLC | 0.40% | No change | 112,633 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +31.0% | 112,141 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +32.2% | 111,872 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +28.1% | 111,614 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 111,557 | $2.0M |
| Parallel Advisors, LLC | 0.04% | Add +25.4% | 111,071 | $2.0M |
| Riverview Capital Advisers, LLC | 0.59% | Reduce -13.5% | 109,007 | $2.0M |
| Squarepoint Ops LLC | 0.00% | Reduce -31.5% | 108,443 | $2.0M |
| Neo Ivy Capital Management | 0.31% | Add +249.6% | 108,371 | $2.0M |
| Citigroup Inc. | 0.00% | Add +9.1% | 107,774 | $1.9M |
| Bleakley Financial Group, LLC | 0.03% | Add +19.8% | 106,526 | $1.9M |
| Corrado Advisors, LLC | 0.94% | Add +1.2% | 104,273 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -21.9% | 100,924 | $1.8M |
| Natixis | 0.01% | Add +34.2% | 99,236 | $1.8M |
| Collar Capital Management, LLC | 1.19% | Add +1.4% | 99,151 | $1.8M |
| Arizona State Retirement System | 0.01% | Add +1.3% | 97,268 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Add +0.2% | 96,300 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -6.2% | 95,979 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +16.6% | 93,783 | $1.7M |
| Penserra Capital Management LLC | 0.02% | Add +17.7% | 92,971 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 92,120 | $1.7M |
| SlateStone Wealth, LLC | 0.14% | Add +3.2% | 91,927 | $1.7M |
| Lake Street Private Wealth, LLC | 0.19% | Reduce -7.0% | 87,700 | $1.6M |
| Rothschild Investment LLC | 0.09% | Reduce -10.8% | 87,604 | $1.6M |
| Aviance Capital Partners, LLC | 0.18% | Reduce -12.3% | 87,582 | $1.6M |
| Cibc World Markets Corp. | 0.01% | — | 87,551 | $1.6M |
| FMR LLC | 0.00% | Reduce -2.6% | 87,216 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.6% | 87,112 | $1.6M |
| Norris Financial Group, LLC | 0.53% | Reduce -5.7% | 87,102 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Add +22.4% | 84,192 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 86,725 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.7% | 86,034 | $1.5M |
| WINTON GROUP Ltd | 0.05% | New | 84,581 | $1.5M |
| State of Michigan Retirement System | 0.01% | Add +0.1% | 82,300 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.26% | Add +6.0% | 81,040 | $1.5M |
| Cercano Management LLC | 0.05% | No change | 79,029 | $1.4M |
| Marshall Wace, LLP | 0.00% | Reduce -92.5% | 78,654 | $1.4M |
| Oak Thistle LLC | 0.20% | Reduce -12.1% | 78,597 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +1.3% | 77,885 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | No change | 77,197 | $1.4M |
| Bramshill Investments, LLC | 0.08% | Add +0.7% | 76,309 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +8.0% | 74,400 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +7.3% | 75,948 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +0.6% | 75,570 | $1.4M |
| Carnegie Lake Advisors LLC | 0.50% | Reduce -3.3% | 72,899 | $1.3M |
| Virtu Financial LLC | 0.05% | New | 72,206 | $1.3M |
| Am Investment Strategies LLC | 0.27% | Reduce -3.1% | 71,906 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | No change | 71,800 | $1.3M |
| Almitas Capital LLC | 0.28% | New | 71,000 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Add +31.7% | 69,542 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.3% | 69,274 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -3.6% | 68,722 | $1.2M |
| Mgo One Seven LLC | 0.03% | Add +21.9% | 68,069 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 67,957 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -3.1% | 67,002 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -1.4% | 65,198 | $1.2M |
| Adams Asset Advisors, LLC | 0.16% | Add +97.3% | 64,530 | $1.2M |
| Register Financial Advisors LLC | 0.45% | Reduce -0.4% | 64,473 | $1.2M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -70.0% | 62,254 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +7.8% | 64,082 | $1.2M |
| Sunbelt Securities, Inc. | 0.08% | Add +36.4% | 62,528 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +88.1% | 62,305 | $1.1M |
| PFG Investments, LLC | 0.05% | Add +1.5% | 59,477 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +197.0% | 58,815 | $1.1M |
| MMBG Investment Advisors Co. | 0.09% | No change | 55,725 | $1.0M |
| Aubrey Capital Management Ltd | 0.39% | Add +12.6% | 53,600 | $994K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +27.3% | 54,761 | $986K |
| Pictet Asset Management Holding SA | 0.00% | Add +16.1% | 54,536 | $982K |
| Boston Family Office LLC | 0.06% | Reduce -11.4% | 53,005 | $955K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -11.0% | 52,962 | $954K |
| &partners | 0.00% | Reduce -15.7% | 51,597 | $929K |
| Jefferies Financial Group Inc. | 0.01% | New | 51,587 | $929K |
| WealthBridge Capital Management, LLC | 0.21% | Add +1.9% | 51,562 | $929K |
| Bank of Montreal | 0.00% | Reduce -21.9% | 49,834 | $898K |
| Clearstead Advisors, LLC | 0.01% | Reduce -8.9% | 49,262 | $887K |
| Cresset Asset Management, LLC | 0.00% | Add +1.9% | 47,932 | $886K |
| PEAK6 LLC | 0.02% | New | 47,472 | $855K |
| Brown Advisory Inc. | 0.00% | Add +1.3% | 47,432 | $854K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -48.2% | 47,408 | $854K |
| Ethic Inc. | 0.01% | Reduce -14.8% | 47,253 | $851K |
| Highland Capital Management, LLC | 0.04% | Reduce -43.0% | 46,350 | $835K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -58.3% | 46,296 | $834K |
| Global Retirement Partners, LLC | 0.01% | Reduce -11.5% | 46,128 | $831K |
| NewEdge Wealth, LLC | 0.01% | New | 46,037 | $829K |
| MidFirst Bank | 0.07% | — | 46,000 | $828K |
| US Bancorp \de | 0.00% | Add +35.9% | 45,696 | $823K |
| Palogic Value Management, L.P. | 0.36% | Reduce -3.2% | 45,667 | $822K |
| Woodward Diversified Capital, LLC | 0.37% | Reduce -2.9% | 44,567 | $803K |
| WealthTrust Axiom LLC | 0.21% | Add +2.7% | 44,543 | $802K |
| NEOS Investment Management LLC | 0.00% | Add +43.3% | 44,441 | $800K |
| GoalVest Advisory LLC | 0.15% | Reduce -31.9% | 44,420 | $800K |
| Boston Partners | 0.00% | Reduce -96.2% | 42,991 | $795K |
| Beck Capital Management, LLC | 0.19% | New | 43,877 | $790K |
| E&G Advisors, LLC | 0.17% | Reduce -2.4% | 43,284 | $780K |
| Accel Wealth Management | 0.21% | Add +1.2% | 42,524 | $766K |
| WJ Financial Advisors LLC | 0.68% | Add +76.0% | 42,125 | $759K |
| Vision Financial Markets LLC | 0.77% | No change | 41,700 | $751K |
| Pacer Advisors, Inc. | 0.00% | Reduce -37.2% | 41,630 | $750K |
| Xponance LLC | 0.01% | Reduce -14.5% | 41,534 | $748K |
| MML Investors Services, LLC | 0.00% | Reduce -17.6% | 40,643 | $732K |
| Carson Advisory Inc. | 0.38% | Reduce -4.0% | 40,457 | $729K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -16.8% | 39,488 | $711K |
| Callodine Capital Management, LP | 0.06% | No change | 39,360 | $709K |
| OmniStar Financial Group, Inc. | 0.41% | New | 38,480 | $693K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -2.9% | 38,068 | $686K |
| Red Spruce Capital, LLC | 0.27% | Add +10.9% | 37,123 | $669K |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.0% | 36,704 | $661K |
| Mutual Advisors, LLC | 0.01% | Add +1.8% | 36,608 | $659K |
| InTrack Investment Management Inc | 0.37% | Add +1.0% | 36,287 | $654K |
| International Assets Investment Management, LLC | 0.04% | Add +6.7% | 35,842 | $646K |
| William John Sempolinski | 0.31% | — | 35,177 | $634K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.1% | 34,509 | $621K |
| Fiduciary Group, LLC | 0.05% | Add +16.1% | 34,306 | $618K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -13.4% | 34,191 | $616K |
| Mariner, LLC | 0.00% | Reduce -32.4% | 34,118 | $612K |
| Caisse Des Depots Et Consignations | 0.01% | No change | 33,660 | $606K |
| Truist Financial Corp. | 0.00% | Add +7.6% | 33,435 | $602K |
| 1620 Investment Advisors, Inc. | 0.39% | Reduce -1.4% | 32,480 | $585K |
| Modern Wealth Management, LLC | 0.01% | New | 31,666 | $570K |
| New York Life Investment Management LLC | 0.00% | New | 31,608 | $569K |
| Kingsview Wealth Management, LLC | 0.01% | Add +29.6% | 31,193 | $562K |
| Whittier Trust Co. | 0.01% | Reduce -81.0% | 30,210 | $555K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 30,735 | $554K |
| Miller Global Investments, LLC | 0.50% | — | 30,569 | $551K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -28.3% | 30,065 | $541K |
| MCF Advisors LLC | 0.03% | No change | 28,842 | $533K |
| Promethium Advisors,llc | 0.29% | Reduce -0.7% | 28,637 | $529K |
| Deutsche Bank AG | 0.00% | Add +3.7% | 29,100 | $524K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +9.3% | 28,741 | $518K |
| Bank Ozk | 0.18% | No change | 28,700 | $517K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +85.5% | 28,406 | $512K |
| SVRN Asset Management, LLC | 0.42% | — | 28,200 | $508K |
| UMB Bank, n.a. | 0.01% | Add +1065.3% | 28,107 | $506K |
| World Investment Advisors | 0.01% | New | 28,062 | $505K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.2% | 27,993 | $504K |
| Element Wealth, LLC | 0.21% | Reduce -2.8% | 27,624 | $498K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +28.0% | 27,508 | $495K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.4% | 27,442 | $494K |
| Kennicott Capital Management LLC | 0.24% | New | 27,240 | $491K |
| Signaturefd, LLC | 0.01% | Reduce -7.5% | 27,083 | $488K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.8% | 27,025 | $487K |
| Level Four Advisory Services, LLC | 0.02% | Add +6.4% | 26,650 | $480K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.1% | 25,309 | $456K |
| Peak Financial Advisors LLC | 0.20% | Add +4.7% | 25,105 | $452K |
| Gables Capital Management Inc. | 0.19% | Add +5.1% | 24,575 | $443K |
| Red Door Wealth Management, LLC | 0.05% | Reduce -0.5% | 24,575 | $443K |
| Wealth Quarterback LLC | 0.16% | Reduce -0.4% | 24,410 | $440K |
| Commerce Bank | 0.00% | Add +6.9% | 23,293 | $420K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.0% | 23,233 | $418K |
| Focus Financial Network, Inc. | 0.01% | Reduce -22.7% | 23,229 | $418K |
| Pinion Investment Advisors, LLC | 0.10% | Reduce -32.2% | 23,179 | $417K |
| LDR Capital Management LLC | 0.89% | Reduce -11.0% | 22,851 | $412K |
| Prudential Financial Inc. | 0.00% | Reduce -74.3% | 22,664 | $408K |
| Morey & Quinn Wealth Partners, LLC | 0.29% | No change | 22,568 | $406K |
| Cwm, LLC | 0.00% | Reduce -32.8% | 22,422 | $404K |
| DoubleLine ETF Adviser LP | 0.12% | Add +3.3% | 22,346 | $402K |
| Leo Wealth, LLC | 0.03% | Reduce -5.8% | 22,341 | $402K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -26.5% | 22,178 | $399K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,123 | $398K |
| Rathbones Group PLC | 0.00% | Add +7.3% | 21,990 | $396K |
| Meridian Wealth Management, LLC | 0.01% | No change | 21,895 | $394K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -28.3% | 21,310 | $384K |
| IFC Advisors LLC | 0.06% | Reduce -39.9% | 21,294 | $384K |
| Amundi | 0.00% | New | 20,722 | $373K |
| Captrust Financial Advisors | 0.00% | Reduce -59.7% | 20,602 | $371K |
| Prospera Financial Services Inc | 0.01% | Add +6.7% | 20,497 | $369K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +15.1% | 19,743 | $356K |
| State of Wisconsin Investment Board | 0.00% | Reduce -37.6% | 19,558 | $352K |
| WCG Wealth Advisors LLC | 0.01% | New | 19,464 | $351K |
| Vantage Financial Partners, LLC | 0.07% | No change | 19,268 | $347K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 19,248 | $347K |
| Arax Advisory Partners | 0.01% | Reduce -3.0% | 19,123 | $344K |
| Formidable Asset Management, LLC | 0.05% | Reduce -11.3% | 17,596 | $341K |
| Park Avenue Securities LLC | 0.00% | Add +10.0% | 18,457 | $332K |
| Westbourne Investment Advisors, Inc. | 0.09% | Reduce -0.5% | 18,300 | $330K |
| MQS Management LLC | 0.19% | New | 18,208 | $328K |
| Utah Retirement Systems | 0.00% | No change | 18,156 | $327K |
| IMC-Chicago, LLC | 0.01% | New | 18,018 | $325K |
| Principal Securities, Inc. | 0.01% | Add +35.4% | 17,882 | $322K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,849 | $321K |
| CHICAGO TRUST Co NA | 0.05% | Reduce -2.5% | 17,800 | $321K |
| Sanctuary Advisors, LLC | 0.00% | Add +27.4% | 17,742 | $320K |
| Regions Financial Corp. | 0.00% | New | 17,350 | $312K |
| Boxwood Ventures, Inc. | 0.31% | New | 16,793 | $311K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -0.4% | 17,235 | $310K |
| MeadowBrook Investment Advisors LLC | 0.26% | Reduce -4.7% | 16,565 | $298K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.1% | 16,126 | $290K |
| Jeppson Wealth Management, LLC | 0.09% | Reduce -11.8% | 16,055 | $289K |
| Swiss Life Asset Management Ltd | 0.00% | Add +8.7% | 15,930 | $287K |
| Alps Advisors Inc. | 0.00% | No change | 15,344 | $276K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -8.0% | 15,050 | $271K |
| Essex Financial Services, Inc. | 0.02% | Reduce -16.3% | 14,771 | $266K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -26.3% | 14,632 | $264K |
| Cibc World Market Inc. | 0.00% | Reduce -13.8% | 14,125 | $254K |
| WMG Financial Advisors, LLC | 0.10% | Reduce -18.2% | 14,007 | $252K |
| ProShare Advisors LLC | 0.00% | Reduce -4.9% | 13,961 | $251K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -17.7% | 13,952 | $251K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 13,950 | $251K |
| NewEdge Advisors, LLC | 0.00% | Add +3.4% | 13,860 | $250K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.8% | 13,712 | $247K |
| Westmount Partners, LLC | 0.06% | Add +0.7% | 13,675 | $246K |
| Quadrant Capital Group LLC | 0.01% | Reduce -50.2% | 13,561 | $244K |
| Advisory Services Network, LLC | 0.00% | Reduce -11.2% | 13,555 | $244K |
| AlphaGrep UK Ltd | 0.08% | — | 13,494 | $243K |
| Gentry Private Wealth, LLC | 0.15% | Reduce -35.3% | 13,399 | $241K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 13,386 | $241K |
| Whalen Wealth Management Inc. | 0.13% | New | 13,132 | $237K |
| Nomura Holdings Inc. | 0.00% | New | 13,000 | $234K |
| Cetera Trust Company, N.A | 0.12% | Add +19.3% | 12,805 | $231K |
| Quantum Portfolio Management LLC | 0.10% | Reduce -13.3% | 12,706 | $229K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 12,660 | $228K |
| Carnegie Investment Counsel | 0.00% | No change | 12,475 | $225K |
| North Dakota State Investment Board | 0.01% | — | 12,288 | $221K |
| COFG Advisors, LLC | 0.05% | — | 12,180 | $219K |
| Equitable Holdings, Inc. | 0.00% | Reduce -24.4% | 12,074 | $217K |
| Certior Financial Group, LLC | 0.15% | Reduce -5.6% | 12,038 | $217K |
| Firethorn Wealth Partners, LLC | 0.08% | Reduce -6.0% | 11,961 | $215K |
| DRW Securities, LLC | 0.02% | New | 11,961 | $215K |
| Verition Fund Management LLC | 0.00% | Add +16.4% | 11,667 | $210K |
| Evergreen Capital Management LLC | 0.00% | Reduce -23.1% | 11,331 | $210K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +2.8% | 11,569 | $208K |
| Jennison Associates LLC | 0.00% | Reduce -3.1% | 11,370 | $205K |
| Shelton Capital Management | 0.00% | No change | 11,362 | $205K |
| Teacher Retirement System of Texas | 0.00% | Reduce -73.3% | 11,339 | $204K |
| Kingstone Capital Partners Texas, LLC | 0.12% | New | 11,330 | $204K |
| Clearstead Trust, LLC | 0.03% | Reduce -2.7% | 11,229 | $202K |
| Alliance Wealth Advisors, LLC | 0.04% | Add +9.9% | 11,212 | $202K |
| Choreo, LLC | 0.00% | Reduce -4.9% | 10,807 | $201K |
| RiverFront Investment Group, LLC | 0.00% | No change | 11,100 | $200K |
| Crumly & Associates Inc. | 0.04% | No change | 10,962 | $197K |
| Lazari Capital Management, Inc. | 0.07% | No change | 10,849 | $195K |
| HSBC Holdings PLC | 0.00% | Reduce -5.2% | 10,840 | $195K |
| M&T Bank Corp | 0.00% | New | 10,823 | $195K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 10,718 | $193K |
| Belpointe Asset Management LLC | 0.01% | Reduce -28.7% | 10,617 | $191K |
| Corps Capital Advisors, LLC | 0.20% | No change | 10,507 | $189K |
| Spire Wealth Management | 0.01% | No change | 10,500 | $189K |
| Intech Investment Management LLC | 0.00% | Reduce -2.8% | 10,488 | $189K |
| FineMark National Bank & Trust | 0.01% | No change | 10,454 | $188K |
| Left Brain Wealth Management, LLC | 0.07% | Reduce -12.6% | 10,450 | $188K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.7% | 10,421 | $188K |
| Praxis Investment Management Inc. | 0.01% | No change | 10,140 | $183K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 10,044 | $181K |
| HM Payson & Co. | 0.00% | No change | 10,000 | $180K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -4.4% | 10,450 | $179K |
| Operose Advisors LLC | 0.04% | No change | 9,900 | $178K |
| Summit Securities Group LLC | 0.03% | Add +127.5% | 9,100 | $164K |
| Crewe Advisors LLC | 0.01% | Add +0.5% | 9,047 | $163K |
| Global Trust Asset Management, LLC | 0.06% | Add +8.2% | 8,625 | $155K |
| Allworth Financial LP | 0.00% | Reduce -27.5% | 8,316 | $150K |
| STRS Ohio | 0.00% | Add +0.2% | 8,282 | $149K |
| Lanark Financial, Inc. | 0.01% | Add +0.2% | 8,020 | $144K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.2% | 6,921 | $129K |
| Bessemer Group Inc. | 0.00% | Reduce -1.0% | 6,116 | $110K |
| AlphaQuest LLC | 0.01% | Reduce -33.0% | 6,087 | $110K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.8% | 5,993 | $108K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,500 | $99K |
| Private Trust Co. NA | 0.01% | Add +460.6% | 5,460 | $98K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +93.3% | 5,324 | $98K |
| Holos Integrated Wealth LLC | 0.05% | No change | 5,236 | $96K |
| Chilton Capital Management LLC | 0.00% | Reduce -24.1% | 5,309 | $96K |
| MAI Capital Management | 0.00% | Reduce -6.2% | 5,211 | $94K |
| IFP Advisors, Inc | 0.00% | Add +18.6% | 5,045 | $91K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +45.4% | 5,005 | $90K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 4,872 | $88K |
| National Bank of Canada | 0.00% | Add +49.1% | 4,718 | $85K |
| Jones Financial Companies LLLP | 0.00% | Add +14.2% | 4,691 | $84K |
| Spirit of America Management Corp. | 0.02% | No change | 4,500 | $81K |
| Covestor Ltd | 0.04% | Reduce -7.8% | 4,318 | $78K |
| Quarry LP | 0.01% | Reduce -45.0% | 3,885 | $70K |
| Ssa Swiss Advisors AG | 0.03% | No change | 3,760 | $68K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 3,500 | $63K |
| Elevation Wealth Partners, LLC | 0.02% | New | 3,314 | $60K |
| GAMMA Investing LLC | 0.00% | Reduce -22.5% | 3,283 | $59K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +169.3% | 3,266 | $59K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -17.4% | 3,162 | $57K |
| Brookfield Corp | 0.00% | No change | 2,993 | $54K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,947 | $53K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -15.4% | 2,726 | $49K |
| Fifth Third Bancorp | 0.00% | Reduce -5.7% | 2,183 | $39K |
| Huntington National Bank | 0.00% | Reduce -28.1% | 2,151 | $39K |
| Western Pacific Wealth Management, LP | 0.04% | No change | 2,139 | $39K |
| SageView Advisory Group, LLC | 0.00% | New | 2,075 | $37K |
| Bullseye Investment Management, LLC | 0.02% | New | 2,051 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 2,000 | $36K |
| Orion Capital Management LLC | 0.01% | No change | 2,000 | $36K |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -64.3% | 1,895 | $34K |
| Heritage Wealth Advisors | 0.00% | No change | 1,610 | $29K |
| Grove Bank & Trust | 0.00% | No change | 1,600 | $29K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,518 | $28K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 1,500 | $27K |
| CENTRAL TRUST Co | 0.00% | Add +154.4% | 1,496 | $27K |
| Bayforest Capital Ltd | 0.02% | Reduce -84.7% | 1,489 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +106.1% | 1,449 | $26K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 1,408 | $25K |
| Ancora Advisors LLC | 0.00% | New | 1,380 | $25K |
| Pacific Center for Financial Services | 0.01% | No change | 1,200 | $23K |
| Whipplewood Advisors, LLC | 0.01% | No change | 1,142 | $21K |
| Sound Income Strategies, LLC | 0.00% | Reduce -79.4% | 1,100 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,107 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -8.3% | 1,051 | $19K |
| Vision Retirement, LLC | 0.01% | — | 1,028 | $19K |
| Activest Wealth Management | 0.00% | Add +0.5% | 1,021 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,000 | $18K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 1,000 | $18K |
| Hurley Capital, LLC | 0.01% | Reduce -57.8% | 952 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 940 | $17K |
| Trust Co. of Toledo NA | 0.00% | No change | 939 | $17K |
| Triumph Capital Management | 0.00% | New | 902 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 845 | $15K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 806 | $15K |
| CoreCap Advisors, LLC | 0.00% | Reduce -13.4% | 811 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 805 | $14K |
| DV Trading LLC | 0.00% | — | 800 | $14K |
| Danske Bank A/S | 0.00% | No change | 800 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 800 | $14K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +2.8% | 798 | $14K |
| Kilter Group LLC | 0.01% | No change | 774 | $14K |
| Rossby Financial, LCC | 0.00% | Reduce -82.5% | 771 | $14K |
| Mountain Hill Investment Partners Corp. | 0.01% | No change | 760 | $14K |
| Elevated Capital Advisors, LLC | 0.00% | New | 746 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +923.5% | 696 | $13K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 700 | $13K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 700 | $13K |
| Global Wealth Strategies & Associates | 0.00% | No change | 600 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $9K |
| WFA of San Diego, LLC | 0.01% | No change | 500 | $9K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 500 | $9K |
| FWL Investment Management, LLC | 0.00% | No change | 500 | $9K |
| DV Equities, LLC | 0.00% | — | 500 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 500 | $9K |
| Quent Capital, LLC | 0.00% | Add +43.3% | 493 | $9K |
| TD Private Client Wealth LLC | 0.00% | New | 484 | $9K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 472 | $9K |
| Strive Financial Group ,LLC | 0.00% | — | 472 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -85.8% | 470 | $8K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -81.6% | 449 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 436 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 400 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 405 | $7K |
| Knott David M Jr | 0.00% | No change | 400 | $7K |
| Assetmark, Inc. | 0.00% | Add +28.4% | 398 | $7K |
| WPG Advisers, LLC | 0.01% | Reduce -26.1% | 397 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 400 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 375 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 363 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | Add +18.0% | 334 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 300 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 290 | $5K |
| FNY Investment Advisers, LLC | 0.00% | Reduce -81.3% | 300 | $5K |
| Evolution Wealth Management Inc. | 0.00% | No change | 277 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 267 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.0% | 266 | $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 | $4K |
| Ares Financial Consulting, LLC | 0.00% | — | 230 | $4K |
| NFSG Corp | 0.00% | No change | 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 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 175 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -70.4% | 168 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 162 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -82.2% | 157 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 157 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -24.0% | 146 | $3K |
| Elequin Capital, LP | 0.00% | New | 139 | $3K |
| Signature Equity Partners, LLC | 0.00% | — | 130 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 128 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 122 | $2K |
| Caption Management, LLC | 0.00% | No change | 118 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +62.0% | 115 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 115 | $2K |
| Motiv8 Investments LLC | 0.00% | New | 130 | $2K |
| CX Institutional | 0.00% | Add +1.8% | 111 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -29.6% | 100 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -78.5% | 94 | $2K |
| LRI Investments, LLC | 0.00% | No change | 77 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -26.0% | 71 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -16.7% | 65 | $1K |
| Archer Investment Corp | 0.00% | Add +3.6% | 58 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 56 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 31 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 54 | $973 |
| SJS Investment Consulting Inc. | 0.00% | New | 51 | $919 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $901 |
| Cromwell Holdings LLC | 0.00% | Add +38.2% | 47 | $869 |
| ORG Partners LLC | 0.00% | No change | 46 | $838 |
| Toronto Dominion Bank | 0.00% | New | 39 | $709 |
| Leonteq Securities AG | 0.00% | No change | 31 | $558 |
| SWAN Capital LLC | 0.00% | No change | 27 | $486 |
| Essential Partners LLC | 0.00% | Reduce -96.5% | 27 | $486 |
| DecisionPoint Financial, LLC | 0.00% | No change | 26 | $469 |
| Wealth Watch Advisors, INC | 0.00% | New | 23 | $414 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 14 | $252 |
| Elyxium Wealth, LLC | 0.00% | New | 12 | $216 |
| First Horizon Corp. | 0.00% | New | 11 | $198 |
| Dunhill Financial, LLC | 0.00% | New | 8 | $142 |
| Quattro Advisors LLC | 0.00% | — | 3 | $57 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $37 |
| Avion Wealth | 0.00% | Reduce -47.4% | 30 | $0 |
"% of holder's portfolio" is STWD's weight in each manager's 13F, not the share of Starwood Property Trust Inc. the manager owns.