Starwood Property TrustSTWD
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 521 institutions reported holding Starwood Property Trust Inc. (STWD) in their 13F filings, down 9 from Q1 2026. 52 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($589.4M), Vanguard Capital Management LLC ($258.5M) and Vanguard Portfolio Management LLC ($246.1M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Starwood Property Trust Inc.
- CUSIP
- 85571B105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $24.0M |
| Exits | 62 | $41.6M |
All 13F filers, Q1 2026 → Q2 2026: 10,737,567 shares bought and 9,920,307 shares sold, net +817,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 521 holders
| BlackRock, Inc. | 0.01% | Add +2.1% | 35,980,845 | $589.4M |
| Vanguard Capital Management LLC | 0.01% | Add +1.2% | 15,779,112 | $258.5M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -0.5% | 15,026,029 | $246.1M |
| State Street Corp. | 0.01% | Add +0.8% | 11,903,686 | $200.6M |
| Morgan Stanley | 0.01% | Add +18.4% | 8,787,711 | $143.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 6,699,499 | $109.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -12.8% | 4,977,504 | $81.6M |
| Northern Trust Corp. | 0.01% | Reduce -16.9% | 4,516,098 | $74.0M |
| Advisors Capital Management, LLC | 0.75% | Add +6.9% | 4,280,864 | $70.1M |
| HighTower Advisors, LLC | 0.05% | Add +8.8% | 3,046,542 | $49.9M |
| Raymond James Financial Inc. | 0.01% | Add +11.5% | 2,931,036 | $48.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.5% | 2,707,449 | $44.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.1% | 2,648,402 | $43.4M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 2,337,908 | $39.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.0% | 2,350,328 | $38.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.3% | 2,217,308 | $36.3M |
| Two Sigma Investments, LP | 0.03% | Reduce -38.5% | 2,211,543 | $36.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +3.5% | 1,829,099 | $30.0M |
| Norges Bank | 0.00% | — | 1,742,303 | $28.5M |
| Van Eck Associates Corp. | 0.02% | Add +12.2% | 1,598,413 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.4% | 1,512,203 | $24.8M |
| Invesco Ltd. | 0.00% | Reduce -13.1% | 1,396,969 | $22.9M |
| UBS Group AG | 0.00% | Add +6.7% | 1,389,366 | $22.8M |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 1,271,168 | $20.8M |
| Leeward Investments, LLC - MA | 0.92% | Add +5.2% | 1,238,588 | $20.3M |
| Bank of America Corp. | 0.00% | Add +6.6% | 1,192,709 | $19.5M |
| Valley Wealth Managers, Inc. | 1.04% | Reduce -5.1% | 1,098,554 | $18.0M |
| D. E. Shaw & Co. | 0.01% | Add +93.2% | 1,023,108 | $16.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +17.7% | 1,007,320 | $16.5M |
| CapWealth Advisors, LLC | 1.30% | Add +11.8% | 976,892 | $16.0M |
| LPL Financial LLC | 0.00% | Add +27.6% | 918,372 | $15.0M |
| Rhumbline Advisers | 0.01% | Add +1.0% | 917,256 | $15.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.1% | 897,465 | $14.7M |
| NFC Investments, LLC | 3.44% | Add +22.8% | 826,096 | $13.5M |
| Principal Financial Group Inc. | 0.01% | Add +1.8% | 791,268 | $13.0M |
| Swiss National Bank | 0.01% | Add +1.5% | 706,565 | $11.6M |
| Blair William & Co. | 0.03% | Add +0.7% | 677,305 | $11.1M |
| Nuveen, LLC | 0.00% | Reduce -16.2% | 637,642 | $10.4M |
| Neuberger Berman Group LLC | 0.01% | Add +0.3% | 625,245 | $10.2M |
| Focus Partners Wealth | 0.01% | Add +0.2% | 619,689 | $10.2M |
| California Public Employees Retirement System | 0.01% | Reduce -0.9% | 616,586 | $10.1M |
| Seneca House Advisors | 3.34% | Reduce -7.2% | 577,201 | $9.5M |
| Renaissance Technologies | 0.01% | Reduce -7.1% | 574,684 | $9.4M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +1.9% | 543,383 | $8.9M |
| Citadel Advisors | 0.01% | Add +327.7% | 523,775 | $8.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.2% | 453,379 | $7.8M |
| Legal & General Group Plc | 0.00% | Reduce -6.2% | 448,903 | $7.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +962.5% | 425,000 | $7.0M |
| SG Americas Securities, LLC | 0.00% | Add +23.1% | 416,264 | $6.8M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 410,809 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Add +368.6% | 400,582 | $6.6M |
| FMR LLC | 0.00% | Add +677.6% | 387,858 | $6.4M |
| First Trust Advisors LP | 0.00% | Add +1.2% | 363,130 | $5.9M |
| Retirement Systems of Alabama | 0.02% | Reduce -15.5% | 360,454 | $5.9M |
| Stifel Financial Corp. | 0.00% | Reduce -8.6% | 360,043 | $5.9M |
| SkyOak Wealth, LLC | 0.92% | Reduce -0.6% | 344,871 | $5.6M |
| QRG Capital Management, Inc. | 0.05% | Add +101.4% | 344,716 | $5.6M |
| Holocene Advisors, LP | 0.01% | Add +102.6% | 331,784 | $5.4M |
| Independent Financial Group, LLC | 0.10% | Add +2.8% | 326,158 | $5.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +3.5% | 320,271 | $5.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -2.5% | 310,227 | $5.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 303,357 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 297,470 | $4.9M |
| Sargent Investment Group, LLC | 0.57% | Reduce -0.5% | 291,220 | $4.8M |
| Centaurus Financial, Inc. | 0.18% | Add +7.0% | 284,468 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +15.8% | 275,305 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.8% | 274,002 | $4.5M |
| Marshall Wace, LLP | 0.00% | New | 258,994 | $4.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -23.1% | 254,615 | $4.2M |
| Oak Thistle LLC | 0.40% | Add +17.5% | 249,634 | $4.1M |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 247,211 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.0% | 243,549 | $4.0M |
| Premier Fund Managers Ltd | 0.35% | Add +100.0% | 230,000 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | New | 237,743 | $3.9M |
| Pathstone Holdings, LLC | 0.01% | Add +2.3% | 235,444 | $3.9M |
| Edgemoor Investment Advisors, Inc. | 0.26% | Add +11.1% | 229,987 | $3.8M |
| AQR Capital Management | 0.00% | Add +42.9% | 222,282 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +420.7% | 220,324 | $3.6M |
| Tudor Investment Corporation | 0.01% | Add +260.2% | 214,813 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -74.3% | 209,378 | $3.4M |
| Truvestments Capital LLC | 0.51% | Add +1.9% | 208,379 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +45.5% | 205,427 | $3.4M |
| Adams Asset Advisors, LLC | 0.38% | Add +112.7% | 202,449 | $3.3M |
| Waterloo Capital, L.P. | 0.18% | Add +2.6% | 200,390 | $3.3M |
| Blue Owl Capital Holdings LP | 0.49% | Add +23.9% | 196,355 | $3.2M |
| Quantinno Capital Management LP | 0.00% | Reduce -18.0% | 195,086 | $3.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.17% | Add +1.1% | 193,760 | $3.2M |
| RFG Advisory, LLC | 0.05% | Add +1.5% | 192,408 | $3.2M |
| OmniStar Financial Group, Inc. | 1.44% | Add +8.8% | 190,456 | $3.1M |
| Grange Capital, LLC | 2.87% | Reduce -1.9% | 189,945 | $3.1M |
| 1832 Asset Management L.P. | 0.00% | No change | 178,662 | $2.9M |
| United Advisor Group, LLC | 0.31% | Add +1.9% | 176,974 | $2.9M |
| Citigroup Inc. | 0.00% | Add +9.9% | 173,564 | $2.8M |
| Corient Private Wealth LP | 0.00% | Reduce -41.0% | 173,545 | $2.8M |
| Lido Advisors, LLC | 0.01% | Reduce -3.7% | 166,516 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.0% | 167,812 | $2.7M |
| KBC Group NV | 0.01% | Add +9.7% | 166,485 | $2.7M |
| Carmel Capital Partners, LLC | 0.90% | Reduce -16.5% | 165,237 | $2.7M |
| Squarepoint Ops LLC | 0.01% | Add +13.2% | 165,062 | $2.7M |
| Adell Harriman & Carpenter Inc. | 0.14% | Reduce -24.0% | 162,957 | $2.7M |
| Jupiter Topco LLC | 0.00% | — | 157,748 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +6.9% | 157,438 | $2.6M |
| Twin Lakes Capital Management, LLC | 0.98% | Reduce -0.4% | 157,198 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.9% | 155,817 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -2.0% | 154,298 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Reduce -38.1% | 149,678 | $2.5M |
| Focused Wealth Management, Inc | 0.22% | Reduce -2.9% | 152,624 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -80.3% | 150,599 | $2.5M |
| Sei Investments Co. | 0.00% | Reduce -11.4% | 150,032 | $2.5M |
| GraniteShares Advisors LLC | 1.58% | Add +15.1% | 150,012 | $2.5M |
| Bleakley Financial Group, LLC | 0.03% | Add +21.2% | 149,999 | $2.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 148,899 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +398.3% | 148,289 | $2.4M |
| Lake Street Private Wealth, LLC | 0.28% | Add +42.3% | 147,175 | $2.4M |
| Condor Capital Management | 0.18% | New | 147,022 | $2.4M |
| Creative Planning | 0.00% | Reduce -11.9% | 146,168 | $2.4M |
| Kovack Advisors, Inc. | 0.11% | Add +6.2% | 143,541 | $2.3M |
| Kestra Investment Management, LLC | 0.05% | Add +2.9% | 142,728 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -4.2% | 137,207 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +8.1% | 135,669 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 135,550 | $2.2M |
| Avenir Corp. | 0.27% | Reduce -1.3% | 134,478 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.3% | 133,928 | $2.2M |
| &partners | 0.01% | Add +30.2% | 130,389 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.0% | 129,384 | $2.1M |
| Parallel Advisors, LLC | 0.03% | Add +14.3% | 126,621 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -49.3% | 126,075 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +770.6% | 125,301 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.9% | 124,865 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.0% | 124,002 | $2.0M |
| Argosy-Lionbridge Management, LLC | 1.28% | Reduce -29.6% | 124,025 | $2.0M |
| KMG Fiduciary Partners, LLC | 0.18% | Reduce -12.7% | 121,168 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Add +3.1% | 120,500 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 116,650 | $1.9M |
| Corrado Advisors, LLC | 0.87% | Reduce -0.7% | 114,861 | $1.9M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.2% | 111,598 | $1.9M |
| One William Street Capital Management, L.P. | 4.41% | No change | 114,000 | $1.9M |
| Farther Finance Advisors, LLC | 0.01% | Add +68.4% | 113,463 | $1.9M |
| Aljian Capital Management, LLC | 0.34% | No change | 112,633 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +30.8% | 112,295 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.1% | 110,750 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -62.5% | 108,870 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +18.0% | 108,720 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.8% | 108,282 | $1.8M |
| Handelsbanken Fonder AB | 0.00% | Add +35.0% | 104,197 | $1.7M |
| Collar Capital Management, LLC | 0.99% | Add +1.6% | 102,867 | $1.7M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.1% | 102,000 | $1.7M |
| Penserra Capital Management LLC | 0.01% | Add +6.6% | 101,883 | $1.7M |
| IMC-Chicago, LLC | 0.02% | Add +69.8% | 100,057 | $1.6M |
| SlateStone Wealth, LLC | 0.12% | Reduce -4.2% | 98,747 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +0.5% | 97,167 | $1.6M |
| Diversify Advisory Services, LLC | 0.03% | Add +38.0% | 95,758 | $1.6M |
| Diversify Wealth Management, LLC | 0.03% | Add +13.5% | 95,758 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +26.0% | 95,376 | $1.6M |
| HUB Investment Partners, LLC | 0.03% | Reduce -18.3% | 93,898 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Add +100.4% | 93,741 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 90,554 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 89,432 | $1.5M |
| Aster Capital Management (DIFC) Ltd | 0.31% | New | 89,190 | $1.5M |
| Edgestream Partners, L.P. | 0.04% | Reduce -51.0% | 88,951 | $1.5M |
| Rothschild Investment LLC | 0.05% | Add +3.8% | 88,605 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -28.3% | 83,728 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.3% | 83,433 | $1.4M |
| Riverview Capital Advisers, LLC | 0.39% | Reduce -15.8% | 82,505 | $1.4M |
| Portman Square Capital LLP | 0.45% | Add +24.2% | 81,810 | $1.3M |
| KLP Kapitalforvaltning As | 0.00% | Add +3.1% | 79,800 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -2.7% | 81,500 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.2% | 80,364 | $1.3M |
| Modern Wealth Management, LLC | 0.02% | Add +145.1% | 80,069 | $1.3M |
| Aviance Capital Partners, LLC | 0.13% | Reduce -10.6% | 79,182 | $1.3M |
| Cercano Management LLC | 0.17% | No change | 79,029 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.5% | 78,394 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +101.0% | 77,956 | $1.3M |
| Bramshill Investments, LLC | 0.10% | Add +1.1% | 76,682 | $1.3M |
| Apella Capital, LLC | 0.02% | Add +2.3% | 73,381 | $1.2M |
| Highland Capital Management, LLC | 0.06% | Add +377.9% | 73,350 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.0% | 72,074 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.1% | 71,912 | $1.2M |
| New Mexico Educational Retirement Board | 0.03% | No change | 71,800 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -17.3% | 71,244 | $1.2M |
| Almitas Capital LLC | 0.28% | No change | 71,000 | $1.2M |
| NEOS Investment Management LLC | 0.00% | Add +16.4% | 70,915 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +1.8% | 65,903 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 65,530 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Add +238.3% | 64,924 | $1.1M |
| Boston Family Office LLC | 0.06% | Add +2.0% | 64,759 | $1.1M |
| Brown Brothers Harriman & Co. | 0.00% | Add +35.1% | 63,911 | $1.0M |
| Carnegie Lake Advisors LLC | 0.39% | Reduce -1.7% | 63,619 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Reduce -4.3% | 62,695 | $1.0M |
| PFG Investments, LLC | 0.04% | Add +8.0% | 62,324 | $1.0M |
| Register Financial Advisors LLC | 0.31% | Reduce -1.6% | 61,509 | $1.0M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -17.5% | 59,464 | $974K |
| International Assets Investment Management, LLC | 0.06% | Add +30.1% | 59,212 | $967K |
| WJ Financial Advisors LLC | 0.70% | Add +13.7% | 58,352 | $956K |
| Mgo One Seven LLC | 0.02% | Reduce -17.4% | 58,137 | $952K |
| Pictet Asset Management Holding SA | 0.00% | No change | 57,251 | $938K |
| Whittier Trust Co. | 0.01% | Add +83.9% | 55,457 | $927K |
| Victory Capital Management Inc. | 0.00% | Add +0.8% | 55,331 | $906K |
| Barclays PLC | 0.00% | Reduce -62.3% | 55,179 | $904K |
| GoalVest Advisory LLC | 0.17% | Add +1.7% | 54,818 | $898K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -0.7% | 53,669 | $879K |
| Xponance LLC | 0.01% | Add +3.3% | 53,310 | $873K |
| Harbour Investments, Inc. | 0.01% | Add +7.6% | 53,227 | $872K |
| Park Avenue Securities LLC | 0.01% | Add +97.9% | 52,730 | $864K |
| Global Retirement Partners, LLC | 0.01% | — | 52,371 | $858K |
| Ameritas Advisory Services, LLC | 0.02% | New | 51,747 | $848K |
| Bank of Montreal | 0.00% | Add +0.9% | 51,675 | $846K |
| Brevan Howard Capital Management LP | 0.01% | New | 50,300 | $824K |
| WealthTrust Axiom LLC | 0.18% | Add +7.2% | 50,216 | $823K |
| US Bancorp \de | 0.00% | Add +5.3% | 49,649 | $813K |
| Freestone Grove Partners LP | 0.01% | Add +85.8% | 49,611 | $813K |
| Truist Financial Corp. | 0.00% | Add +32.4% | 49,396 | $809K |
| Ethic Inc. | 0.01% | Add +11.0% | 49,162 | $805K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.4% | 48,981 | $802K |
| InTrack Investment Management Inc | 0.40% | Add +26.0% | 48,889 | $801K |
| Boothbay Fund Management, LLC | 0.02% | Add +32.7% | 48,065 | $787K |
| Palogic Value Management, L.P. | 0.28% | Add +3.1% | 47,687 | $781K |
| Fiduciary Group, LLC | 0.06% | Add +11.6% | 47,621 | $780K |
| Kingsview Wealth Management, LLC | 0.01% | Add +14.9% | 47,381 | $776K |
| State of Wisconsin Investment Board | 0.00% | Add +38.4% | 46,914 | $768K |
| Graham Capital Management, L.P. | 0.03% | New | 46,767 | $766K |
| Atom Investors LP | 0.07% | Add +356.8% | 46,758 | $766K |
| HB Wealth Management, LLC | 0.00% | Reduce -18.8% | 46,203 | $757K |
| MidFirst Bank | 0.05% | No change | 46,000 | $753K |
| Daymark Wealth Partners, LLC | 0.02% | Add +1.9% | 45,877 | $751K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -25.0% | 45,045 | $738K |
| Xcelsior Advisor Partners LLC | 0.10% | New | 45,035 | $738K |
| Cerity Partners LLC | 0.00% | Add +4.1% | 44,814 | $734K |
| New York Life Investment Management LLC | 0.01% | Add +3.1% | 44,685 | $732K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -1.5% | 44,548 | $730K |
| Boston Partners | 0.00% | No change | 42,950 | $724K |
| E&G Advisors, LLC | 0.14% | No change | 42,784 | $701K |
| WINTON GROUP Ltd | 0.02% | Reduce -89.9% | 42,387 | $694K |
| Woodward Diversified Capital, LLC | 0.31% | Reduce -0.2% | 42,348 | $694K |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 41,707 | $683K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.1% | 41,638 | $682K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -13.0% | 39,989 | $655K |
| Carson Advisory Inc. | 0.30% | Reduce -1.5% | 39,857 | $653K |
| XTX Topco Ltd | 0.01% | Reduce -71.4% | 39,615 | $649K |
| Accel Wealth Management | 0.14% | Reduce -8.1% | 39,345 | $644K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.2% | 39,198 | $642K |
| Vision Financial Markets LLC | 0.54% | No change | 37,700 | $617K |
| William John Sempolinski | 0.25% | Add +7.1% | 37,677 | $617K |
| Red Spruce Capital, LLC | 0.21% | Reduce -0.8% | 36,837 | $603K |
| Mutual Advisors, LLC | 0.01% | Add +0.6% | 36,753 | $602K |
| Teacher Retirement System of Texas | 0.00% | Add +89.7% | 35,358 | $579K |
| Amundi | 0.00% | No change | 34,743 | $569K |
| Cary Street Partners Financial LLC | 0.01% | No change | 34,591 | $567K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.4% | 34,147 | $559K |
| Capital Fund Management S.A. | 0.00% | New | 33,318 | $546K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -23.5% | 32,668 | $535K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.4% | 31,304 | $513K |
| Cresset Asset Management, LLC | 0.00% | Add +18.9% | 30,101 | $508K |
| Miller Global Investments, LLC | 0.42% | No change | 30,790 | $504K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -2.6% | 29,908 | $504K |
| Crusonia Wealth Advisors LLC | 0.08% | Add +0.1% | 30,044 | $492K |
| Promethium Advisors,llc | 0.23% | Reduce -0.3% | 28,772 | $485K |
| Pinion Investment Advisors, LLC | 0.09% | Add +2.2% | 29,003 | $475K |
| MCF Advisors LLC | 0.02% | No change | 28,842 | $472K |
| 1620 Investment Advisors, Inc. | 0.29% | Reduce -14.8% | 28,613 | $469K |
| Element Wealth, LLC | 0.18% | Reduce -0.1% | 28,545 | $468K |
| Evergreen Capital Management LLC | 0.01% | Add +151.4% | 28,472 | $466K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -2.8% | 28,408 | $465K |
| UMB Bank, n.a. | 0.01% | Reduce -6.2% | 28,249 | $463K |
| SVRN Asset Management, LLC | 0.24% | No change | 28,200 | $462K |
| Nykredit A/S | 0.00% | — | 27,502 | $450K |
| Peak Financial Advisors LLC | 0.19% | Add +6.5% | 27,329 | $448K |
| Kennicott Capital Management LLC | 0.21% | No change | 27,240 | $446K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.8% | 27,155 | $445K |
| Focus Financial Network, Inc. | 0.01% | Add +14.3% | 26,938 | $441K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.7% | 26,926 | $441K |
| Group One Trading LLC | 0.01% | New | 26,873 | $440K |
| Securian Asset Management, Inc. | 0.02% | Add +0.1% | 25,691 | $437K |
| Baker Ellis Asset Management LLC | 0.04% | Reduce -14.0% | 26,425 | $433K |
| Caxton Associates LLP | 0.01% | New | 26,321 | $431K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -7.2% | 25,657 | $420K |
| Deutsche Bank AG | 0.00% | Reduce -17.3% | 25,581 | $419K |
| Signaturefd, LLC | 0.01% | Reduce -6.1% | 25,400 | $416K |
| Arax Advisory Partners | 0.00% | Add +31.2% | 25,236 | $413K |
| Commerce Bank | 0.00% | Reduce -5.8% | 25,053 | $410K |
| MMBG Investment Advisors Co. | 0.03% | No change | 24,715 | $405K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.9% | 24,654 | $404K |
| Red Door Wealth Management, LLC | 0.04% | Reduce -1.3% | 24,252 | $397K |
| Swiss Life Asset Management Ltd | 0.00% | Add +10.3% | 23,954 | $392K |
| Advisors Preferred, LLC | 0.06% | New | 23,470 | $387K |
| Bank Ozk | 0.11% | Reduce -18.8% | 23,300 | $382K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 23,300 | $382K |
| Captrust Financial Advisors | 0.00% | Reduce -6.3% | 23,221 | $380K |
| Wealth Quarterback LLC | 0.12% | Reduce -10.8% | 23,143 | $379K |
| Regal Investment Advisors LLC | 0.02% | Add +63.6% | 23,110 | $379K |
| AlphaGrep UK Ltd | 0.11% | Reduce -32.1% | 22,774 | $373K |
| Meridian Wealth Management, LLC | 0.01% | Add +2.7% | 22,495 | $368K |
| Gables Capital Management Inc. | 0.13% | Reduce -4.7% | 22,475 | $368K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 22,123 | $362K |
| Rathbones Group PLC | 0.00% | No change | 21,990 | $360K |
| Prospera Financial Services Inc | 0.01% | Add +3.7% | 21,975 | $360K |
| CHICAGO TRUST Co NA | 0.05% | No change | 21,800 | $357K |
| PEAK6 LLC | 0.01% | Add +10.7% | 21,230 | $348K |
| Principal Securities, Inc. | 0.00% | Add +48.0% | 21,186 | $347K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.9% | 20,931 | $343K |
| Inspire Investing, LLC | 0.01% | New | 20,471 | $335K |
| Prudential Financial Inc. | 0.00% | Reduce -5.5% | 20,004 | $328K |
| Westbourne Investment Advisors, Inc. | 0.09% | No change | 19,800 | $324K |
| Meeder Asset Management Inc. | 0.02% | New | 19,654 | $322K |
| DAVENPORT & Co LLC | 0.00% | Reduce -24.4% | 19,300 | $316K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 19,248 | $315K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -16.4% | 19,104 | $313K |
| DNB Asset Management AS | 0.00% | No change | 18,836 | $309K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -25.4% | 18,629 | $305K |
| Evolve Private Wealth, LLC | 0.02% | New | 17,994 | $303K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | New | 18,500 | $303K |
| IFC Advisors LLC | 0.04% | New | 18,242 | $299K |
| Utah Retirement Systems | 0.00% | No change | 18,156 | $297K |
| MeadowBrook Investment Advisors LLC | 0.24% | Add +3.0% | 18,090 | $296K |
| Kingstone Capital Partners Texas, LLC | 0.16% | Add +25.1% | 18,075 | $296K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,849 | $292K |
| Acorn Wealth Advisors, LLC | 0.07% | Add +1.3% | 17,679 | $290K |
| Regions Financial Corp. | 0.00% | Reduce -3.8% | 17,650 | $289K |
| Private Advisor Group, LLC | 0.00% | Reduce -67.8% | 17,392 | $285K |
| Jeppson Wealth Management, LLC | 0.08% | Reduce -24.1% | 16,944 | $278K |
| Nomura Holdings Inc. | 0.00% | New | 16,796 | $275K |
| Frec Markets, Inc. | 0.02% | New | 16,474 | $270K |
| Precedent Wealth Partners, LLC | 0.04% | New | 16,431 | $269K |
| Norris Financial Group, LLC | 0.11% | No change | 16,254 | $266K |
| Gentry Private Wealth, LLC | 0.14% | Add +0.0% | 16,213 | $266K |
| Empowered Funds, LLC | 0.00% | No change | 16,161 | $265K |
| Samalin Investment Counsel, LLC | 0.08% | Reduce -32.8% | 15,956 | $261K |
| Advisory Services Network, LLC | 0.00% | Reduce -9.7% | 15,939 | $261K |
| New Age Alpha Advisors, LLC | 0.01% | New | 15,824 | $259K |
| DoubleLine ETF Adviser LP | 0.10% | Reduce -14.7% | 15,406 | $252K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 15,358 | $252K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 15,050 | $247K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -40.0% | 14,491 | $244K |
| DV Trading LLC | 0.02% | New | 14,780 | $242K |
| Essex Financial Services, Inc. | 0.01% | Add +0.9% | 14,780 | $242K |
| Savant Capital, LLC | 0.00% | New | 13,760 | $231K |
| Westmount Partners, LLC | 0.05% | Add +2.2% | 14,074 | $231K |
| Caprock Group, LLC | 0.00% | New | 13,653 | $230K |
| ProShare Advisors LLC | 0.00% | Reduce -1.5% | 13,748 | $225K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.7% | 13,735 | $225K |
| Tradition Wealth Management, LLC | 0.01% | Add +2.6% | 13,504 | $221K |
| Cibc World Market Inc. | 0.00% | Add +15.4% | 13,325 | $218K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -54.0% | 13,321 | $218K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +13.8% | 12,811 | $217K |
| Sterling Capital Management LLC | 0.00% | Reduce -6.4% | 13,154 | $215K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.8% | 13,085 | $214K |
| WMG Financial Advisors, LLC | 0.08% | No change | 13,007 | $213K |
| Farringdon Capital, Ltd. | 0.10% | New | 12,779 | $209K |
| Morey & Quinn Wealth Partners, LLC | 0.13% | Reduce -43.7% | 12,703 | $208K |
| Hantz Financial Services, Inc. | 0.00% | Add +80.7% | 12,723 | $208K |
| Formidable Asset Management, LLC | 0.03% | Reduce -16.6% | 11,989 | $206K |
| Composition Wealth, LLC | 0.00% | New | 12,459 | $204K |
| Stonebridge Financial Group, LLC / MO | 0.13% | Add +19.5% | 12,000 | $197K |
| Abel Hall, LLC | 0.03% | New | 11,985 | $196K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -9.1% | 11,884 | $195K |
| Firethorn Wealth Partners, LLC | 0.06% | Reduce -3.8% | 11,836 | $194K |
| Beck Capital Management, LLC | 0.04% | No change | 11,614 | $190K |
| STRS Ohio | 0.00% | Add +40.3% | 11,600 | $190K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 11,569 | $190K |
| M&T Bank Corp | 0.00% | Reduce -29.7% | 11,511 | $189K |
| Cetera Trust Company, N.A | 0.09% | No change | 11,455 | $188K |
| CIBC Asset Management Inc | 0.00% | New | 11,453 | $188K |
| Shelton Capital Management | 0.00% | No change | 11,362 | $186K |
| Lazari Capital Management, Inc. | 0.06% | Add +4.6% | 11,349 | $186K |
| COFG Advisors, LLC | 0.03% | Reduce -8.8% | 11,327 | $186K |
| Peddock Capital Advisors, LLC | 0.04% | No change | 11,260 | $184K |
| Meridian Wealth Advisors, LLC | 0.02% | No change | 11,250 | $184K |
| Wealthspire Advisors, LLC | 0.00% | New | 10,973 | $180K |
| Jennison Associates LLC | 0.00% | No change | 10,882 | $178K |
| Summit Financial Strategies, Inc. | 0.01% | No change | 10,718 | $176K |
| Corps Capital Advisors, LLC | 0.14% | No change | 10,507 | $172K |
| Argyle Capital Partners, LLC | 0.11% | No change | 10,500 | $172K |
| Spire Wealth Management | 0.01% | No change | 10,500 | $172K |
| Hoxton Planning & Management, LLC | 0.04% | Reduce -3.3% | 10,481 | $172K |
| HSBC Holdings PLC | 0.00% | Reduce -15.3% | 10,453 | $171K |
| Left Brain Wealth Management, LLC | 0.05% | No change | 10,450 | $171K |
| North Dakota State Investment Board | 0.01% | Add +2.5% | 10,364 | $170K |
| Wedbush Securities Inc. | 0.00% | Reduce -0.1% | 10,329 | $169K |
| Quantum Portfolio Management LLC | 0.06% | Reduce -8.3% | 10,284 | $168K |
| Glen Eagle Advisors, LLC | 0.02% | Add +1.4% | 10,236 | $168K |
| Cascade Investment Group, Inc. | 0.09% | No change | 10,133 | $166K |
| Scotia Capital Inc. | 0.00% | New | 10,100 | $166K |
| Ensign Peak Advisors, Inc | 0.00% | Add +11.1% | 10,053 | $165K |
| Purus Wealth Management, LLC | 0.05% | New | 10,001 | $164K |
| Rossby Financial, LCC | 0.03% | Add +88.1% | 9,684 | $159K |
| Quarry LP | 0.02% | Add +17.7% | 8,889 | $146K |
| Westend Capital Management, LLC | 0.03% | No change | 8,391 | $137K |
| Brookfield Corp | 0.00% | Add +26.1% | 8,280 | $136K |
| Allworth Financial LP | 0.00% | Reduce -25.2% | 8,050 | $132K |
| IFP Advisors, Inc | 0.00% | Reduce -1.5% | 7,887 | $129K |
| Bayforest Capital Ltd | 0.12% | Reduce -30.2% | 7,832 | $128K |
| GAMMA Investing LLC | 0.00% | Add +63.6% | 7,785 | $128K |
| Ssa Swiss Advisors AG | 0.04% | No change | 7,214 | $118K |
| Smartleaf Asset Management LLC | 0.00% | No change | 6,262 | $106K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -16.2% | 5,666 | $93K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,600 | $92K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +1.4% | 5,475 | $91K |
| Clearstead Trust, LLC | 0.01% | No change | 5,494 | $90K |
| Private Trust Co. NA | 0.01% | No change | 5,460 | $89K |
| Bessemer Group Inc. | 0.00% | Reduce -36.5% | 5,368 | $88K |
| Allied Private Wealth LLC | 0.05% | — | 4,891 | $80K |
| Spirit of America Management Corp. | 0.01% | No change | 4,500 | $74K |
| Bogart Wealth, LLC | 0.00% | Add +1897.6% | 4,115 | $67K |
| Chilton Capital Management LLC | 0.00% | No change | 3,859 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.3% | 3,834 | $63K |
| Lanark Financial, Inc. | 0.00% | Reduce -61.2% | 3,794 | $62K |
| Simplex Trading, LLC | 0.00% | New | 3,612 | $59K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -56.8% | 3,590 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.8% | 3,566 | $58K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 3,500 | $57K |
| Covestor Ltd | 0.03% | Reduce -8.2% | 3,405 | $56K |
| North Star Investment Management Corp. | 0.00% | No change | 3,410 | $56K |
| National Bank of Canada | 0.00% | Reduce -42.3% | 2,934 | $48K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,517 | $42K |
| Atlatl Advisers LLC | 0.01% | New | 2,402 | $39K |
| AdvisorNet Financial, Inc | 0.00% | New | 2,384 | $39K |
| Huntington National Bank | 0.00% | No change | 2,151 | $35K |
| Bullseye Investment Management, LLC | 0.02% | No change | 2,051 | $34K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 2,000 | $33K |
| Orion Capital Management LLC | 0.01% | No change | 2,000 | $33K |
| Institute for Wealth Management, LLC. | 0.00% | New | 1,976 | $32K |
| Versant Capital Management, Inc | 0.00% | Add +293.2% | 1,954 | $32K |
| Heritage Wealth Advisors | 0.00% | Add +18.6% | 1,910 | $31K |
| Altshuler Shaham Ltd | 0.00% | New | 1,900 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -9.6% | 1,800 | $29K |
| IFG Advisory, LLC | 0.00% | No change | 1,732 | $28K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 1,500 | $25K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -31.1% | 1,499 | $25K |
| Fifth Third Bancorp | 0.00% | Reduce -45.6% | 1,471 | $24K |
| Crewe Advisors LLC | 0.00% | Reduce -85.7% | 1,334 | $22K |
| Alpine Bank Wealth Management | 0.00% | New | 1,320 | $22K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 1,306 | $21K |
| TD Private Client Wealth LLC | 0.00% | Add +128.7% | 1,251 | $20K |
| Pacific Center for Financial Services | 0.00% | No change | 1,200 | $20K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +2.7% | 1,172 | $19K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 1,088 | $18K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,107 | $18K |
| Fiduciary Financial Advisors | 0.00% | New | 1,094 | $18K |
| TD Waterhouse Canada Inc. | 0.00% | Add +32.0% | 1,056 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -0.2% | 1,046 | $17K |
| Vision Retirement, LLC | 0.00% | No change | 1,028 | $17K |
| Western Pacific Wealth Management, LP | 0.02% | Reduce -52.0% | 1,026 | $17K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,000 | $16K |
| Hurley Capital, LLC | 0.01% | Add +6.0% | 975 | $16K |
| Osbon Capital Management LLC | 0.01% | Reduce -29.9% | 957 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 940 | $15K |
| Trust Co. of Toledo NA | 0.00% | No change | 939 | $15K |
| SJS Investment Consulting Inc. | 0.00% | Add +1557.4% | 895 | $15K |
| Manning & Napier Advisors LLC | 0.00% | Add +112.3% | 864 | $15K |
| Murphy & Mullick Capital Management Corp | 0.01% | Add +2.4% | 808 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 805 | $13K |
| Triumph Capital Management | 0.00% | Reduce -11.1% | 800 | $13K |
| Kilter Group LLC | 0.00% | Reduce -8.9% | 774 | $13K |
| Mountain Hill Investment Partners Corp. | 0.01% | No change | 760 | $12K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -23.6% | 750 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.8% | 734 | $12K |
| CoreCap Advisors, LLC | 0.00% | Reduce -7.0% | 708 | $12K |
| GFS Advisors, LLC | 0.00% | Add +1.6% | 205,080 | $11K |
| Coston, McIsaac & Partners | 0.00% | Add +2.6% | 639 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -25.9% | 594 | $10K |
| City State Bank | 0.00% | No change | 530 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 509 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -77.1% | 510 | $8K |
| Nemes Rush Group LLC | 0.00% | New | 506 | $8K |
| FWL Investment Management, LLC | 0.00% | No change | 500 | $8K |
| Delta Asset Management LLC | 0.00% | No change | 500 | $8K |
| IFS Advisors, LLC | 0.00% | Add +74.5% | 480 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 400 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 417 | $7K |
| SHP Wealth Management | 0.00% | New | 410 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 405 | $7K |
| Knott David M Jr | 0.00% | No change | 400 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 375 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 363 | $6K |
| True Wealth Design, LLC | 0.00% | New | 333 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -19.3% | 322 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 297 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 290 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 283 | $5K |
| High Note Wealth, LLC | 0.00% | New | 265 | $4K |
| Signature Equity Partners, LLC | 0.00% | Add +98.5% | 258 | $4K |
| Abound Wealth Management | 0.00% | No change | 250 | $4K |
| Bollard Group LLC | 0.00% | Add +2.7% | 267 | $4K |
| TD Capital Management LLC | 0.00% | No change | 244 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -44.8% | 232 | $4K |
| Ares Financial Consulting, LLC | 0.00% | No change | 230 | $4K |
| Larson Financial Group LLC | 0.00% | Add +15.0% | 230 | $4K |
| Activest Wealth Management | 0.00% | Reduce -73.6% | 211 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +51.5% | 203 | $3K |
| NFSG Corp | 0.00% | No change | 200 | $3K |
| Country Trust Bank | 0.00% | No change | 200 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +184.8% | 188 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 168 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -36.7% | 162 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 135 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 128 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 122 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +60.7% | 98 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 100 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 100 | $2K |
| LRI Investments, LLC | 0.00% | No change | 77 | $1K |
| WPG Advisers, LLC | 0.00% | Add +1.4% | 75 | $1K |
| NBT Bank, N.A. | 0.00% | New | 72 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 71 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -72.6% | 69 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 60 | $1K |
| Archer Investment Corp | 0.00% | Add +3.4% | 61 | $998 |
| Rialto Wealth Management, LLC | 0.00% | Add +23.9% | 57 | $934 |
| Financial Consulate, Inc. | 0.00% | No change | 56 | $918 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +4400.0% | 45 | $758 |
| Leonteq Securities AG | 0.00% | No change | 31 | $508 |
| SWAN Capital LLC | 0.00% | No change | 27 | $442 |
| Planning Strategies Inc. | 0.00% | — | 18 | $295 |
| Quent Capital, LLC | 0.00% | Reduce -96.4% | 17 | $278 |
| SouthState Bank Corp | 0.00% | Reduce -84.8% | 15 | $246 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 2 | $33 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $33 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $33 |
| MV Capital Management, Inc. | 0.00% | Reduce -66.7% | 1 | $17 |
| 10Elms LLP | 0.00% | New | 1 | $13 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 18 | $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.