Starwood Property TrustSTWD
13F holders, Q1 2026 (March 31)530holders +3
58new positions
51sold out
6famous investors
$17.27avg. 13F price*
At the end of Q1 2026, 530 institutions reported holding Starwood Property Trust Inc. (STWD) in their 13F filings, up 3 from Q4 2025. 58 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($607.1M), Vanguard Capital Management LLC ($268.5M) and Vanguard Portfolio Management LLC ($260.0M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Starwood Property Trust Inc.
- CUSIP
- 85571B105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $46.6M |
| Exits | 51 | $25.8M |
All 13F filers, Q4 2025 → Q1 2026: 12,375,294 shares bought and 9,947,943 shares sold, net +2,427,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 530 holders
| BlackRock, Inc. | 0.01% | Add +1.2% | 35,253,859 | $607.1M |
| Vanguard Capital Management LLC | 0.01% | — | 15,592,547 | $268.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 15,096,105 | $260.0M |
| State Street Corp. | 0.01% | Add +2.4% | 11,804,339 | $208.8M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 7,425,251 | $127.9M |
| Geode Capital Management, LLC | 0.01% | Add +2.9% | 6,591,526 | $113.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.6% | 5,710,784 | $98.4M |
| Northern Trust Corp. | 0.01% | Add +1.8% | 5,431,995 | $93.5M |
| Advisors Capital Management, LLC | 0.81% | Add +8.1% | 4,004,158 | $69.0M |
| Two Sigma Investments, LP | 0.05% | Add +11.1% | 3,598,362 | $62.0M |
| HighTower Advisors, LLC | 0.05% | Add +69.2% | 2,799,801 | $48.2M |
| Wells Fargo & Company | 0.01% | Add +1.9% | 2,721,506 | $46.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.5% | 2,628,711 | $45.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.6% | 2,568,377 | $44.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.1% | 2,447,603 | $42.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.5% | 2,248,464 | $39.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 2,167,317 | $37.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +516.3% | 1,948,252 | $33.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +40.0% | 1,767,528 | $30.4M |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 1,606,897 | $27.7M |
| Van Eck Associates Corp. | 0.02% | Reduce -0.1% | 1,424,257 | $24.5M |
| UBS Group AG | 0.00% | Reduce -15.1% | 1,302,321 | $22.4M |
| Franklin Resources Inc. | 0.01% | Add +2.8% | 1,257,017 | $21.6M |
| Leeward Investments, LLC - MA | 1.00% | Reduce -2.9% | 1,177,955 | $20.3M |
| Valley Wealth Managers, Inc. | 1.28% | Add +26.2% | 1,157,515 | $19.9M |
| Bank of America Corp. | 0.00% | Add +46.8% | 1,118,559 | $19.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.0% | 916,496 | $15.8M |
| Rhumbline Advisers | 0.01% | Add +1.0% | 907,859 | $15.6M |
| CapWealth Advisors, LLC | 1.36% | New | 873,703 | $15.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +11.9% | 855,604 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +36.1% | 816,379 | $14.1M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 777,465 | $13.4M |
| Cetera Investment Advisers | 0.01% | Add +26.7% | 764,957 | $13.2M |
| Nuveen, LLC | 0.00% | Reduce -32.5% | 761,291 | $13.1M |
| LPL Financial LLC | 0.00% | Reduce -8.2% | 719,771 | $12.4M |
| Swiss National Bank | 0.01% | Add +1.3% | 696,365 | $12.0M |
| NFC Investments, LLC | 3.22% | Reduce -1.7% | 672,514 | $11.6M |
| Blair William & Co. | 0.03% | Reduce -0.3% | 672,416 | $11.6M |
| Columbus Macro, LLC | 1.20% | Add +30.7% | 651,930 | $11.2M |
| HRT Financial LP | 0.03% | Add +9.8% | 623,803 | $10.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -37.5% | 623,614 | $10.7M |
| California Public Employees Retirement System | 0.01% | Reduce -7.0% | 622,391 | $10.7M |
| Seneca House Advisors | 4.25% | Add +6.3% | 621,728 | $10.7M |
| Renaissance Technologies | 0.02% | Add +170.5% | 618,784 | $10.7M |
| Focus Partners Wealth | 0.01% | Reduce -11.8% | 618,591 | $10.7M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +0.5% | 533,383 | $9.2M |
| D. E. Shaw & Co. | 0.01% | New | 529,682 | $9.1M |
| Legal & General Group Plc | 0.00% | Reduce -8.2% | 478,661 | $8.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.0% | 454,388 | $8.2M |
| Retirement Systems of Alabama | 0.02% | Add +2.1% | 426,765 | $7.3M |
| California State Teachers Retirement System | 0.01% | Add +27.2% | 422,460 | $7.3M |
| WINTON GROUP Ltd | 0.25% | Add +395.8% | 419,338 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -28.8% | 393,990 | $6.8M |
| First Trust Advisors LP | 0.00% | Reduce -14.8% | 358,683 | $6.2M |
| SkyOak Wealth, LLC | 1.09% | Add +10.8% | 346,798 | $6.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -9.3% | 338,177 | $5.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +63.3% | 331,004 | $5.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -4.8% | 318,267 | $5.5M |
| Independent Financial Group, LLC | 0.12% | Add +8.3% | 317,206 | $5.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 309,342 | $5.3M |
| GFS Advisors, LLC | 0.33% | Reduce -2.4% | 201,895 | $5.2M |
| Sargent Investment Group, LLC | 0.66% | Add +6.6% | 292,573 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -42.1% | 289,910 | $5.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.1% | 286,990 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +11.2% | 285,280 | $4.9M |
| Corient Private Wealth LP | 0.01% | Add +47.6% | 294,391 | $4.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 271,841 | $4.7M |
| Centaurus Financial, Inc. | 0.22% | Add +4.9% | 265,990 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -5.9% | 248,411 | $4.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.8% | 238,875 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +5051.0% | 241,632 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.9% | 238,319 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Add +153.8% | 237,978 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +12.8% | 237,658 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.8% | 230,102 | $4.0M |
| Adell Harriman & Carpenter Inc. | 0.23% | Reduce -20.9% | 214,523 | $3.7M |
| Oak Thistle LLC | 0.36% | Add +170.3% | 212,437 | $3.7M |
| Edgemoor Investment Advisors, Inc. | 0.28% | Add +6.4% | 206,984 | $3.6M |
| Truvestments Capital LLC | 0.64% | Add +4.8% | 204,572 | $3.5M |
| Carmel Capital Partners, LLC | 1.23% | Add +8.9% | 197,863 | $3.4M |
| Waterloo Capital, L.P. | 0.24% | Add +1.9% | 195,300 | $3.4M |
| Grange Capital, LLC | 3.32% | Reduce -24.7% | 193,534 | $3.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.20% | Reduce -4.2% | 191,620 | $3.3M |
| RFG Advisory, LLC | 0.06% | Add +1.0% | 189,624 | $3.3M |
| Edgestream Partners, L.P. | 0.10% | Reduce -48.8% | 181,347 | $3.1M |
| 1832 Asset Management L.P. | 0.00% | Reduce -62.7% | 178,662 | $3.1M |
| Lido Advisors, LLC | 0.01% | Add +2.8% | 172,943 | $3.1M |
| Argosy-Lionbridge Management, LLC | 2.13% | Reduce -29.9% | 176,250 | $3.0M |
| OmniStar Financial Group, Inc. | 1.56% | Add +354.9% | 175,049 | $3.0M |
| United Advisor Group, LLC | 0.37% | Add +7.7% | 173,717 | $3.0M |
| MetLife Investment Management, LLC | 0.01% | Add +0.7% | 171,206 | $2.9M |
| QRG Capital Management, Inc. | 0.03% | Add +17.0% | 171,158 | $2.9M |
| Voloridge Investment Management, LLC | 0.01% | New | 169,789 | $2.9M |
| Sei Investments Co. | 0.00% | Add +10.3% | 169,287 | $2.9M |
| Creative Planning | 0.00% | Add +25.2% | 165,971 | $2.9M |
| Holocene Advisors, LP | 0.01% | New | 163,755 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +45.2% | 162,106 | $2.8M |
| Blue Owl Capital Holdings LP | 0.74% | New | 158,545 | $2.7M |
| Citigroup Inc. | 0.00% | Add +46.5% | 157,878 | $2.7M |
| Janus Henderson Group PLC | 0.00% | No change | 157,748 | $2.7M |
| Twin Lakes Capital Management, LLC | 1.24% | Reduce -8.9% | 157,765 | $2.7M |
| Amalgamated Bank | 0.02% | Add +2.5% | 157,417 | $2.7M |
| Focused Wealth Management, Inc | 0.28% | Reduce -10.3% | 157,131 | $2.7M |
| AQR Capital Management | 0.00% | Add +54.1% | 155,551 | $2.7M |
| KBC Group NV | 0.01% | Add +5.0% | 151,774 | $2.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 148,009 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 147,292 | $2.5M |
| Barclays PLC | 0.00% | Reduce -67.2% | 146,409 | $2.5M |
| Squarepoint Ops LLC | 0.01% | Add +34.5% | 145,797 | $2.5M |
| New York State Common Retirement Fund | 0.00% | No change | 143,207 | $2.5M |
| Vanguard Global Advisers, LLC | 0.00% | — | 141,429 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.5% | 141,197 | $2.4M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +2.4% | 138,725 | $2.4M |
| Kestra Investment Management, LLC | 0.04% | Reduce -8.5% | 138,677 | $2.4M |
| XTX Topco Ltd | 0.04% | Reduce -38.9% | 138,660 | $2.4M |
| Avenir Corp. | 0.29% | Reduce -0.4% | 136,193 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.7% | 135,628 | $2.3M |
| Kovack Advisors, Inc. | 0.12% | Add +94.3% | 135,108 | $2.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.9% | 133,404 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.1% | 130,586 | $2.2M |
| GraniteShares Advisors LLC | 1.62% | Reduce -10.3% | 130,387 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.3% | 128,540 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +6.5% | 125,559 | $2.2M |
| Bleakley Financial Group, LLC | 0.03% | Add +16.2% | 123,748 | $2.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.36% | Add +51.7% | 122,959 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -63.3% | 122,457 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 118,750 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -8.6% | 116,893 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.2% | 116,830 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.5% | 116,735 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -45.8% | 116,529 | $2.0M |
| Premier Fund Managers Ltd | 0.14% | No change | 115,000 | $2.0M |
| Corrado Advisors, LLC | 1.04% | Add +11.0% | 115,711 | $2.0M |
| HUB Investment Partners, LLC | 0.05% | Reduce -25.5% | 114,961 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.2% | 111,355 | $2.0M |
| One William Street Capital Management, L.P. | 3.77% | New | 114,000 | $2.0M |
| Aljian Capital Management, LLC | 0.40% | No change | 112,633 | $1.9M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.3% | 110,745 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.2% | 109,124 | $1.9M |
| &partners | 0.01% | Add +94.1% | 100,134 | $1.8M |
| Lake Street Private Wealth, LLC | 0.23% | Add +18.0% | 103,450 | $1.8M |
| SlateStone Wealth, LLC | 0.15% | Add +12.2% | 103,100 | $1.8M |
| Collar Capital Management, LLC | 1.13% | Add +2.1% | 101,262 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Add +4.8% | 100,900 | $1.7M |
| Riverview Capital Advisers, LLC | 0.56% | Reduce -10.1% | 98,021 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -0.6% | 96,689 | $1.7M |
| Penserra Capital Management LLC | 0.02% | Add +2.8% | 95,561 | $1.6M |
| Adams Asset Advisors, LLC | 0.19% | Add +47.5% | 95,177 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 92,120 | $1.6M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 89,432 | $1.5M |
| Aviance Capital Partners, LLC | 0.18% | Add +1.1% | 88,582 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | New | 84,358 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 87,221 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 86,113 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.2% | 85,840 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Add +13.4% | 85,700 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +132.9% | 85,490 | $1.5M |
| Rothschild Investment LLC | 0.08% | Reduce -2.5% | 85,394 | $1.5M |
| State of Michigan Retirement System | 0.01% | Add +1.8% | 83,800 | $1.4M |
| Sunbelt Securities, Inc. | 0.09% | Add +32.4% | 82,768 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +4.0% | 77,400 | $1.4M |
| Cercano Management LLC | 0.06% | No change | 79,029 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.1% | 77,987 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | No change | 77,197 | $1.3M |
| Bramshill Investments, LLC | 0.11% | Reduce -0.7% | 75,810 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -21.2% | 75,674 | $1.3M |
| Apella Capital, LLC | 0.02% | New | 71,756 | $1.3M |
| Am Investment Strategies LLC | 0.28% | Add +2.5% | 73,722 | $1.3M |
| Diversify Advisory Services, LLC | 0.19% | Reduce -17.6% | 69,392 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +7.6% | 72,116 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 71,800 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +3.0% | 71,374 | $1.2M |
| Almitas Capital LLC | 0.28% | No change | 71,000 | $1.2M |
| Mgo One Seven LLC | 0.02% | Add +3.5% | 70,426 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +5.1% | 67,367 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Add +12.1% | 65,905 | $1.1M |
| Portman Square Capital LLP | 0.71% | New | 65,893 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +0.5% | 65,530 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +33.0% | 65,505 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.8% | 64,710 | $1.1M |
| Carnegie Lake Advisors LLC | 0.45% | Reduce -11.3% | 64,693 | $1.1M |
| Allstate Corp. | 0.01% | New | 64,430 | $1.1M |
| Boston Family Office LLC | 0.07% | Add +19.8% | 63,475 | $1.1M |
| Register Financial Advisors LLC | 0.40% | Reduce -3.1% | 62,490 | $1.1M |
| NEOS Investment Management LLC | 0.01% | Add +37.1% | 60,911 | $1.0M |
| SummitTX Capital, L.P. | 0.03% | Reduce -72.3% | 60,690 | $1.0M |
| WealthBridge Capital Management, LLC | 0.24% | Add +16.5% | 60,071 | $1.0M |
| Tudor Investment Corporation | 0.01% | Reduce -92.9% | 59,637 | $1.0M |
| IMC-Chicago, LLC | 0.02% | Add +227.1% | 58,933 | $1.0M |
| PFG Investments, LLC | 0.05% | Reduce -3.0% | 57,713 | $994K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.0% | 57,251 | $986K |
| HB Wealth Management, LLC | 0.01% | Reduce -17.2% | 56,881 | $979K |
| Greenland Capital Management LP | 0.22% | New | 56,000 | $964K |
| Oppenheimer & Co. Inc. | 0.01% | Add +17.9% | 55,890 | $962K |
| Victory Capital Management Inc. | 0.00% | Reduce -88.2% | 54,919 | $946K |
| Private Advisor Group, LLC | 0.00% | Reduce -28.8% | 54,099 | $932K |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -1.3% | 54,029 | $930K |
| GoalVest Advisory LLC | 0.18% | Add +21.3% | 53,884 | $928K |
| Xponance LLC | 0.01% | Add +24.3% | 51,615 | $889K |
| WJ Financial Advisors LLC | 0.71% | Add +21.9% | 51,337 | $884K |
| Bank of Montreal | 0.00% | Add +2.8% | 51,204 | $882K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -78.9% | 50,209 | $865K |
| FMR LLC | 0.00% | Reduce -42.8% | 49,881 | $859K |
| Harbour Investments, Inc. | 0.01% | Add +52526.6% | 49,469 | $852K |
| Intech Investment Management LLC | 0.01% | Add +367.9% | 49,075 | $845K |
| Icon Wealth Advisors, LLC | 0.05% | Add +16.4% | 45,947 | $829K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2.2% | 47,296 | $814K |
| US Bancorp \de | 0.00% | Add +3.2% | 47,164 | $812K |
| WealthTrust Axiom LLC | 0.20% | Add +5.2% | 46,854 | $807K |
| NewEdge Wealth, LLC | 0.01% | Add +1.6% | 46,769 | $805K |
| Palogic Value Management, L.P. | 0.35% | Add +1.3% | 46,258 | $797K |
| MidFirst Bank | 0.07% | No change | 46,000 | $792K |
| Exchange Traded Concepts, LLC | 0.01% | Add +18.8% | 45,220 | $779K |
| International Assets Investment Management, LLC | 0.05% | Add +27.0% | 45,512 | $777K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -15.0% | 45,035 | $775K |
| Woodward Diversified Capital, LLC | 0.35% | Reduce -4.8% | 42,448 | $770K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 44,554 | $767K |
| Ethic Inc. | 0.01% | Reduce -6.3% | 44,287 | $763K |
| Boston Partners | 0.00% | Reduce -0.1% | 42,950 | $760K |
| New York Life Investment Management LLC | 0.01% | Add +37.2% | 43,360 | $747K |
| Cerity Partners LLC | 0.00% | Reduce -30.9% | 43,042 | $741K |
| Accel Wealth Management | 0.19% | Add +0.7% | 42,819 | $737K |
| E&G Advisors, LLC | 0.16% | Reduce -1.2% | 42,784 | $737K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +48.6% | 42,715 | $736K |
| Fiduciary Group, LLC | 0.06% | Add +24.4% | 42,679 | $735K |
| BNP Paribas Financial Markets | 0.00% | Reduce -79.2% | 42,314 | $729K |
| Brown Advisory Inc. | 0.00% | Reduce -12.0% | 41,752 | $719K |
| Kingsview Wealth Management, LLC | 0.01% | Add +32.2% | 41,236 | $710K |
| Carson Advisory Inc. | 0.36% | No change | 40,457 | $697K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 40,078 | $690K |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -96.4% | 40,000 | $689K |
| InTrack Investment Management Inc | 0.38% | Add +6.9% | 38,799 | $668K |
| MML Investors Services, LLC | 0.00% | Reduce -4.6% | 38,777 | $668K |
| Vision Financial Markets LLC | 0.63% | Reduce -9.6% | 37,700 | $649K |
| Truist Financial Corp. | 0.00% | Add +11.6% | 37,297 | $642K |
| Red Spruce Capital, LLC | 0.26% | No change | 37,123 | $639K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.1% | 36,553 | $629K |
| Boothbay Fund Management, LLC | 0.01% | Add +159.7% | 36,230 | $624K |
| William John Sempolinski | 0.30% | No change | 35,177 | $606K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.4% | 34,984 | $602K |
| Amundi | 0.00% | Add +67.7% | 34,743 | $598K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.2% | 34,591 | $596K |
| State of Wisconsin Investment Board | 0.00% | Add +73.3% | 33,888 | $584K |
| Caisse Des Depots Et Consignations | 0.01% | No change | 33,660 | $580K |
| 1620 Investment Advisors, Inc. | 0.39% | Add +3.4% | 33,595 | $579K |
| AlphaGrep UK Ltd | 0.17% | Add +148.5% | 33,537 | $578K |
| Equitable Holdings, Inc. | 0.00% | Add +171.3% | 32,755 | $576K |
| Modern Wealth Management, LLC | 0.01% | Add +3.2% | 32,675 | $558K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -72.9% | 30,717 | $544K |
| Deutsche Bank AG | 0.00% | Add +6.3% | 30,931 | $533K |
| Miller Global Investments, LLC | 0.49% | Add +0.7% | 30,790 | $530K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 30,735 | $529K |
| Whittier Trust Co. | 0.01% | Reduce -0.2% | 30,150 | $521K |
| UMB Bank, n.a. | 0.01% | Add +7.2% | 30,124 | $519K |
| Crusonia Wealth Advisors LLC | 0.11% | New | 30,016 | $517K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.4% | 29,758 | $512K |
| Promethium Advisors,llc | 0.26% | Add +0.7% | 28,847 | $511K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -73.9% | 29,217 | $503K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +98.1% | 28,989 | $499K |
| MCF Advisors LLC | 0.02% | No change | 28,842 | $497K |
| Bank Ozk | 0.17% | No change | 28,700 | $494K |
| Element Wealth, LLC | 0.20% | Add +3.5% | 28,586 | $492K |
| Pinion Investment Advisors, LLC | 0.11% | Add +22.5% | 28,389 | $489K |
| SVRN Asset Management, LLC | 0.47% | No change | 28,200 | $486K |
| World Investment Advisors | 0.01% | Add +0.3% | 28,137 | $485K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.1% | 27,671 | $476K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -8.0% | 27,649 | $476K |
| Kennicott Capital Management LLC | 0.26% | No change | 27,240 | $469K |
| Signaturefd, LLC | 0.01% | Reduce -0.1% | 27,044 | $466K |
| Freestone Grove Partners LP | 0.00% | New | 26,699 | $460K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.1% | 26,674 | $459K |
| Park Avenue Securities LLC | 0.00% | Add +44.4% | 26,645 | $459K |
| Commerce Bank | 0.00% | Add +14.2% | 26,611 | $458K |
| Cresset Asset Management, LLC | 0.00% | Reduce -47.2% | 25,310 | $448K |
| Wealth Quarterback LLC | 0.18% | Add +6.2% | 25,930 | $447K |
| Peak Financial Advisors LLC | 0.20% | Add +2.2% | 25,664 | $442K |
| Securian Asset Management, Inc. | 0.02% | Add +1.4% | 25,659 | $442K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.5% | 25,525 | $440K |
| MMBG Investment Advisors Co. | 0.04% | Reduce -55.6% | 24,715 | $437K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -61.2% | 24,153 | $435K |
| Aubrey Capital Management Ltd | 0.23% | Reduce -53.4% | 25,000 | $431K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +12.6% | 24,962 | $430K |
| Captrust Financial Advisors | 0.00% | Add +20.3% | 24,781 | $427K |
| Red Door Wealth Management, LLC | 0.04% | No change | 24,575 | $423K |
| Samalin Investment Counsel, LLC | 0.15% | Add +11.4% | 23,747 | $409K |
| Gables Capital Management Inc. | 0.17% | Reduce -4.1% | 23,575 | $406K |
| Focus Financial Network, Inc. | 0.01% | Add +1.5% | 23,573 | $406K |
| Cwm, LLC | 0.00% | Add +2.4% | 22,963 | $395K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +15.8% | 22,855 | $394K |
| Morey & Quinn Wealth Partners, LLC | 0.28% | No change | 22,568 | $389K |
| Jeppson Wealth Management, LLC | 0.12% | Add +39.0% | 22,324 | $384K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,123 | $381K |
| Rathbones Group PLC | 0.00% | No change | 21,990 | $379K |
| Meridian Wealth Management, LLC | 0.01% | No change | 21,895 | $377K |
| CHICAGO TRUST Co NA | 0.06% | Add +22.5% | 21,800 | $375K |
| Swiss Life Asset Management Ltd | 0.00% | Add +36.4% | 21,722 | $374K |
| MQS Management LLC | 0.25% | Add +18.7% | 21,620 | $372K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.7% | 21,270 | $366K |
| Prospera Financial Services Inc | 0.01% | Add +3.4% | 21,183 | $365K |
| Prudential Financial Inc. | 0.00% | Reduce -6.5% | 21,179 | $365K |
| TRB Wealth Management, LLC | 0.05% | — | 20,000 | $354K |
| Sanctuary Advisors, LLC | 0.00% | Add +15.8% | 20,538 | $354K |
| Fisher Asset Management | 0.00% | New | 20,014 | $345K |
| Callodine Capital Management, LP | 0.02% | Reduce -49.2% | 20,000 | $344K |
| Westbourne Investment Advisors, Inc. | 0.10% | Add +8.2% | 19,800 | $341K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 19,248 | $331K |
| Arax Advisory Partners | 0.01% | Add +0.6% | 19,235 | $331K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -1.4% | 19,192 | $330K |
| PEAK6 LLC | 0.01% | Reduce -59.6% | 19,178 | $330K |
| DRW Securities, LLC | 0.02% | Add +58.3% | 18,939 | $326K |
| DNB Asset Management AS | 0.00% | New | 18,836 | $324K |
| Teacher Retirement System of Texas | 0.00% | Add +64.4% | 18,643 | $321K |
| Leo Wealth, LLC | 0.02% | Reduce -17.1% | 18,525 | $319K |
| Regions Financial Corp. | 0.00% | Add +5.8% | 18,350 | $316K |
| United Capital Financial Advisors, LLC | 0.00% | New | 18,233 | $314K |
| Utah Retirement Systems | 0.00% | No change | 18,156 | $313K |
| Virtu Financial LLC | 0.01% | Reduce -75.0% | 18,057 | $311K |
| DoubleLine ETF Adviser LP | 0.12% | Reduce -19.2% | 18,060 | $311K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,849 | $307K |
| Advisory Services Network, LLC | 0.00% | Add +30.3% | 17,658 | $304K |
| MeadowBrook Investment Advisors LLC | 0.27% | Add +6.1% | 17,570 | $303K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +1.3% | 17,456 | $301K |
| M&T Bank Corp | 0.00% | Add +51.2% | 16,365 | $281K |
| Norris Financial Group, LLC | 0.09% | Reduce -81.3% | 16,254 | $280K |
| Gentry Private Wealth, LLC | 0.17% | Add +21.0% | 16,212 | $279K |
| Empowered Funds, LLC | 0.00% | New | 16,161 | $278K |
| Highland Capital Management, LLC | 0.01% | Reduce -66.9% | 15,350 | $264K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 15,050 | $259K |
| Formidable Asset Management, LLC | 0.04% | Reduce -18.3% | 14,372 | $259K |
| Essex Financial Services, Inc. | 0.01% | Reduce -0.9% | 14,642 | $252K |
| Kingstone Capital Partners Texas, LLC | 0.15% | Add +27.5% | 14,446 | $249K |
| NewEdge Advisors, LLC | 0.00% | Add +3.9% | 14,393 | $248K |
| Principal Securities, Inc. | 0.00% | Reduce -20.0% | 14,313 | $246K |
| Regal Investment Advisors LLC | 0.01% | New | 14,127 | $243K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.5% | 14,059 | $242K |
| ProShare Advisors LLC | 0.00% | Add +0.0% | 13,962 | $240K |
| Alps Advisors Inc. | 0.00% | Reduce -9.4% | 13,896 | $239K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +3.3% | 13,825 | $238K |
| Westmount Partners, LLC | 0.06% | Add +0.8% | 13,777 | $237K |
| Boxwood Ventures, Inc. | 0.25% | Reduce -20.6% | 13,341 | $236K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -52.1% | 13,600 | $234K |
| Gateway Investment Advisers LLC | 0.00% | New | 13,480 | $232K |
| Tradition Wealth Management, LLC | 0.02% | New | 13,156 | $227K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +25.4% | 13,068 | $225K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -7.1% | 13,007 | $224K |
| Quadrant Capital Group LLC | 0.01% | Reduce -6.2% | 12,725 | $219K |
| COFG Advisors, LLC | 0.05% | Add +2.0% | 12,421 | $214K |
| HSBC Holdings PLC | 0.00% | Add +13.8% | 12,341 | $213K |
| Firethorn Wealth Partners, LLC | 0.08% | Add +2.8% | 12,299 | $212K |
| Summit Trail Advisors, LLC | 0.00% | New | 12,088 | $208K |
| Gateway Wealth Partners, LLC | 0.01% | New | 12,022 | $207K |
| Certior Financial Group, LLC | 0.13% | Reduce -3.1% | 11,667 | $201K |
| Beck Capital Management, LLC | 0.05% | Reduce -73.5% | 11,614 | $200K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 11,569 | $199K |
| Cibc World Market Inc. | 0.00% | Reduce -18.3% | 11,545 | $199K |
| Cetera Trust Company, N.A | 0.11% | Reduce -10.5% | 11,455 | $197K |
| Shelton Capital Management | 0.00% | No change | 11,362 | $196K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +12.1% | 11,256 | $196K |
| Evergreen Capital Management LLC | 0.00% | Reduce -0.1% | 11,325 | $195K |
| Peddock Capital Advisors, LLC | 0.04% | Reduce -11.1% | 11,260 | $194K |
| Meridian Wealth Advisors, LLC | 0.03% | Reduce -19.4% | 11,250 | $194K |
| Quantum Portfolio Management LLC | 0.08% | Reduce -11.7% | 11,217 | $193K |
| Bayforest Capital Ltd | 0.22% | Add +653.3% | 11,216 | $193K |
| RiverFront Investment Group, LLC | 0.00% | No change | 11,100 | $191K |
| Crumly & Associates Inc. | 0.04% | No change | 10,962 | $189K |
| CenterStar Asset Management, LLC | 0.18% | New | 10,903 | $188K |
| Jennison Associates LLC | 0.00% | Reduce -4.3% | 10,882 | $187K |
| Lazari Capital Management, Inc. | 0.07% | No change | 10,849 | $187K |
| Hoxton Planning & Management, LLC | 0.06% | New | 10,842 | $187K |
| Allworth Financial LP | 0.00% | Add +29.4% | 10,761 | $185K |
| Summit Financial Strategies, Inc. | 0.01% | No change | 10,718 | $185K |
| Choreo, LLC | 0.00% | Reduce -4.2% | 10,353 | $183K |
| Corps Capital Advisors, LLC | 0.16% | No change | 10,507 | $181K |
| Argyle Capital Partners, LLC | 0.13% | New | 10,500 | $181K |
| Spire Wealth Management | 0.01% | No change | 10,500 | $181K |
| Left Brain Wealth Management, LLC | 0.07% | No change | 10,450 | $180K |
| Wedbush Securities Inc. | 0.01% | Reduce -24.6% | 10,341 | $178K |
| Atom Investors LP | 0.01% | New | 10,237 | $176K |
| Cascade Investment Group, Inc. | 0.11% | New | 10,133 | $174K |
| North Dakota State Investment Board | 0.01% | Reduce -17.8% | 10,107 | $174K |
| Glen Eagle Advisors, LLC | 0.02% | New | 10,100 | $174K |
| Stonebridge Financial Group, LLC / MO | 0.15% | New | 10,039 | $173K |
| Brooklyn Investment Group | 0.01% | New | 10,028 | $173K |
| Lanark Financial, Inc. | 0.01% | Add +21.8% | 9,769 | $168K |
| Crewe Advisors LLC | 0.01% | Add +2.7% | 9,293 | $160K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -98.1% | 9,053 | $156K |
| Bessemer Group Inc. | 0.00% | Add +38.3% | 8,460 | $145K |
| Westend Capital Management, LLC | 0.04% | New | 8,391 | $144K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +50.9% | 8,300 | $143K |
| STRS Ohio | 0.00% | Reduce -0.2% | 8,269 | $142K |
| IFP Advisors, Inc | 0.00% | Add +58.8% | 8,010 | $138K |
| MAI Capital Management | 0.00% | Add +52.8% | 7,961 | $137K |
| Quarry LP | 0.03% | Add +94.4% | 7,552 | $130K |
| Ssa Swiss Advisors AG | 0.06% | Add +91.9% | 7,214 | $124K |
| Hantz Financial Services, Inc. | 0.00% | Add +122.7% | 7,043 | $121K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +35.1% | 6,760 | $116K |
| Brookfield Corp | 0.00% | Add +119.4% | 6,567 | $113K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -9.5% | 6,262 | $109K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 5,600 | $96K |
| Clearstead Trust, LLC | 0.02% | Reduce -51.1% | 5,494 | $95K |
| Private Trust Co. NA | 0.01% | No change | 5,460 | $94K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +1.4% | 5,398 | $93K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5.8% | 5,153 | $89K |
| Rossby Financial, LCC | 0.02% | Add +567.7% | 5,148 | $88K |
| National Bank of Canada | 0.00% | Add +7.7% | 5,082 | $88K |
| GAMMA Investing LLC | 0.00% | Add +44.9% | 4,757 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +38.7% | 4,529 | $78K |
| Spirit of America Management Corp. | 0.02% | No change | 4,500 | $77K |
| Chilton Capital Management LLC | 0.00% | Reduce -27.3% | 3,859 | $66K |
| Covestor Ltd | 0.04% | Reduce -14.1% | 3,710 | $64K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 3,500 | $60K |
| North Star Investment Management Corp. | 0.00% | Add +1605.0% | 3,410 | $59K |
| Fifth Third Bancorp | 0.00% | Add +24.0% | 2,706 | $47K |
| Salem Investment Counselors Inc. | 0.00% | New | 2,517 | $43K |
| CENTRAL TRUST Co | 0.00% | Add +66.6% | 2,493 | $43K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -32.8% | 2,226 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -20.2% | 2,176 | $37K |
| Huntington National Bank | 0.00% | No change | 2,151 | $37K |
| Western Pacific Wealth Management, LP | 0.04% | No change | 2,139 | $37K |
| Bullseye Investment Management, LLC | 0.02% | No change | 2,051 | $35K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 2,000 | $34K |
| Orion Capital Management LLC | 0.01% | No change | 2,000 | $34K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +37.5% | 1,992 | $34K |
| IFG Advisory, LLC | 0.09% | New | 1,732 | $30K |
| Heritage Wealth Advisors | 0.00% | No change | 1,610 | $28K |
| Grove Bank & Trust | 0.00% | No change | 1,600 | $28K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,518 | $26K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 1,500 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +36.4% | 1,500 | $26K |
| HM Payson & Co. | 0.00% | Reduce -86.0% | 1,400 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 1,380 | $24K |
| Osbon Capital Management LLC | 0.02% | New | 1,365 | $24K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 1,306 | $22K |
| Pacific Center for Financial Services | 0.01% | No change | 1,200 | $21K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,141 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,107 | $19K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 1,088 | $19K |
| Root Financial Partners, LLC | 0.00% | Add +250.0% | 1,050 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -0.3% | 1,048 | $18K |
| Vision Retirement, LLC | 0.01% | No change | 1,028 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,000 | $17K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 1,000 | $17K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +23.1% | 982 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 940 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 939 | $16K |
| Triumph Capital Management | 0.00% | Reduce -0.2% | 900 | $16K |
| Hurley Capital, LLC | 0.01% | Reduce -3.4% | 920 | $16K |
| Kilter Group LLC | 0.01% | Add +9.8% | 850 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 805 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +597.4% | 802 | $14K |
| Activest Wealth Management | 0.00% | Reduce -21.7% | 799 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 800 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | Reduce -44.0% | 789 | $14K |
| Protective Life Corp. | 0.04% | New | 766 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -6.2% | 761 | $13K |
| Mountain Hill Investment Partners Corp. | 0.01% | No change | 760 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.6% | 714 | $13K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 700 | $12K |
| Global Wealth Strategies & Associates | 0.00% | No change | 600 | $10K |
| Coston, McIsaac & Partners | 0.00% | Add +0.0% | 623 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 564 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | New | 562 | $10K |
| TD Private Client Wealth LLC | 0.00% | Add +13.0% | 547 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.8% | 509 | $9K |
| City State Bank | 0.00% | Add +103.8% | 530 | $9K |
| WFA of San Diego, LLC | 0.01% | No change | 500 | $9K |
| FWL Investment Management, LLC | 0.00% | No change | 500 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 500 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +216.6% | 497 | $9K |
| Quent Capital, LLC | 0.00% | Reduce -3.0% | 478 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -50.3% | 420 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -4.4% | 417 | $7K |
| Manning & Napier Advisors LLC | 0.00% | New | 407 | $7K |
| Hazlett, Burt & Watson, 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 |
| Montag A & Associates Inc. | 0.00% | No change | 400 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -46.5% | 399 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 375 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 363 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 290 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -15.3% | 283 | $5K |
| IFS Advisors, LLC | 0.00% | New | 275 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -45.8% | 256 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -36.7% | 252 | $4K |
| Abound Wealth Management | 0.00% | No change | 250 | $4K |
| TD Capital Management LLC | 0.00% | No change | 244 | $4K |
| Bollard Group LLC | 0.00% | New | 260 | $4K |
| Ares Financial Consulting, LLC | 0.00% | No change | 230 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +267.9% | 206 | $4K |
| NFSG Corp | 0.00% | No change | 200 | $3K |
| Country Trust Bank | 0.00% | No change | 200 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 200 | $3K |
| Sachetta, LLC | 0.00% | New | 198 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 168 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 136 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -8.2% | 134 | $2K |
| Signature Equity Partners, LLC | 0.00% | No change | 130 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 128 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 128 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 122 | $2K |
| Bokf, NA | 0.00% | New | 117 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 100 | $2K |
| SouthState Bank Corp | 0.00% | Add +39.4% | 99 | $2K |
| Blue Trust, Inc. | 0.00% | New | 82 | $1K |
| LRI Investments, LLC | 0.00% | No change | 77 | $1K |
| WPG Advisers, LLC | 0.00% | Reduce -81.4% | 74 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -38.3% | 71 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 66 | $1K |
| Cromwell Holdings LLC | 0.00% | Add +29.8% | 61 | $1K |
| Archer Investment Corp | 0.00% | Add +1.7% | 59 | $1K |
| Financial Consulate, Inc. | 0.00% | Add +3.7% | 56 | $965 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -13.8% | 56 | $964 |
| SJS Investment Consulting Inc. | 0.00% | Add +5.9% | 54 | $936 |
| Rialto Wealth Management, LLC | 0.00% | New | 46 | $793 |
| Elequin Capital, LP | 0.00% | Reduce -73.4% | 37 | $637 |
| Leonteq Securities AG | 0.00% | No change | 31 | $534 |
| Cornerstone Financial Management LLC | 0.00% | Reduce -82.7% | 28 | $482 |
| Bare Financial Services, Inc | 0.00% | New | 28 | $482 |
| SWAN Capital LLC | 0.00% | No change | 27 | $465 |
| DecisionPoint Financial, LLC | 0.00% | No change | 26 | $448 |
| American Capital Advisory, LLC | 0.00% | New | 22 | $379 |
| Dunhill Financial, LLC | 0.00% | Reduce -12.5% | 7 | $135 |
| MV Capital Management, Inc. | 0.00% | Add +50.0% | 3 | $52 |
| TFC Financial Management, Inc. | 0.00% | New | 2 | $35 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $34 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 2 | $34 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $17 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -41.9% | 18 | $0 |
| Avion Wealth | 0.00% | Add +93.3% | 58 | $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.