UdrUDR
13F holders, Q3 2024 (September 30)507holders +26
59new positions
38sold out
5famous investors
$45.32avg. 13F price*
At the end of Q3 2024, 507 institutions reported holding Udr Inc. (UDR) in their 13F filings, up 26 from Q2 2024. 59 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.5B) and Cohen & Steers, Inc. ($1.4B). 5 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Udr Inc.
- Sector
- Real Estate
- CUSIP
- 902653104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $140.8M |
| Exits | 38 | $262.8M |
All 13F filers, Q2 2024 → Q3 2024: 23,298,523 shares bought and 17,685,885 shares sold, net +5,612,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 507 holders
| Vanguard Group Inc. | 0.04% | Add +0.2% | 50,629,180 | $2.3B |
| BlackRock, Inc. | 0.03% | — | 32,551,148 | $1.5B |
| Cohen & Steers, Inc. | 2.47% | Add +4.0% | 30,575,035 | $1.4B |
| Norges Bank | 0.19% | Add +5.8% | 29,492,760 | $1.3B |
| State Street Corp. | 0.04% | Reduce -0.0% | 20,777,553 | $942.1M |
| FMR LLC | 0.03% | Add +14.8% | 11,401,026 | $516.9M |
| Centersquare Investment Management LLC | 3.95% | Reduce -14.5% | 9,295,097 | $421.4M |
| Capital Research Global Investors | 0.08% | Add +69.0% | 7,958,452 | $360.8M |
| JPMorgan Chase & Co. | 0.03% | Add +5.0% | 7,774,541 | $352.5M |
| Geode Capital Management, LLC | 0.03% | Reduce -0.4% | 7,703,858 | $348.2M |
| Daiwa Securities Group Inc. | 1.50% | Add +2.3% | 7,109,980 | $322.4M |
| Wellington Management Group LLP | 0.06% | Reduce -0.6% | 7,092,794 | $321.6M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.4% | 4,712,433 | $213.7M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.8% | 4,272,032 | $193.7M |
| Invesco Ltd. | 0.03% | Reduce -28.9% | 3,925,309 | $178.0M |
| Millennium Management | 0.14% | Reduce -2.4% | 3,414,510 | $154.8M |
| Legal & General Group Plc | 0.04% | Reduce -8.7% | 3,353,871 | $152.1M |
| Northern Trust Corp. | 0.02% | Reduce -6.7% | 3,147,942 | $142.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +862.3% | 3,086,964 | $140.0M |
| PGGM Investments | 1.70% | Reduce -7.6% | 2,935,470 | $133.1M |
| Morgan Stanley | 0.01% | Add +2.8% | 2,760,014 | $125.1M |
| Canada Pension Plan Investment Board | 0.11% | Reduce -17.7% | 2,455,484 | $111.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +13.8% | 2,447,399 | $111.0M |
| Prudential Financial Inc. | 0.15% | Add +1086.8% | 2,406,437 | $109.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.3% | 2,381,404 | $108.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -0.8% | 2,266,185 | $102.7M |
| Aew Capital Management L P | 4.26% | Reduce -2.8% | 2,183,191 | $99.0M |
| UBS Group AG | 0.03% | Add +25.8% | 1,985,751 | $90.0M |
| CBRE Investment Management Listed Real Assets LLC | 1.23% | Add +97.8% | 1,692,219 | $76.7M |
| Sei Investments Co. | 0.10% | Reduce -6.5% | 1,632,332 | $74.0M |
| Lasalle Investment Management Securities LLC | 2.76% | Reduce -1.3% | 1,592,485 | $72.2M |
| Janus Henderson Group PLC | 0.04% | Add +25.6% | 1,544,796 | $70.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.27% | Reduce -4.4% | 1,453,892 | $65.9M |
| Alliancebernstein L.P. | 0.02% | Reduce -5.2% | 1,430,893 | $64.9M |
| APG Asset Management US Inc. | 0.44% | Add +162.0% | 1,441,012 | $64.7M |
| Amundi | 0.02% | Add +29.0% | 1,347,356 | $59.4M |
| Russell Investments Group, Ltd. | 0.08% | Reduce -17.0% | 1,262,800 | $57.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -21.5% | 1,036,618 | $47.0M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 1,036,585 | $47.0M |
| Heitman Real Estate Securities LLC | 2.55% | Reduce -38.8% | 1,032,305 | $46.8M |
| STRS Ohio | 0.17% | Reduce -6.5% | 984,993 | $44.7M |
| Allianz Asset Management GmbH | 0.07% | Add +89.9% | 968,085 | $43.9M |
| Deutsche Bank AG | 0.02% | Reduce -6.5% | 926,499 | $42.0M |
| Swiss National Bank | 0.03% | No change | 926,000 | $42.0M |
| Neuberger Berman Group LLC | 0.03% | Add +0.6% | 903,749 | $41.0M |
| Schroder Investment Management Group | 0.04% | Reduce -0.7% | 895,022 | $40.3M |
| Alyeska Investment Group, L.P. | 0.19% | Reduce -31.6% | 801,483 | $36.3M |
| HSBC Holdings PLC | 0.02% | Reduce -10.1% | 763,892 | $34.6M |
| Utah Retirement Systems | 0.37% | No change | 724,117 | $32.8M |
| State of Tennessee, Department of Treasury | 0.11% | Add +18.3% | 669,653 | $30.4M |
| Tudor Investment Corporation | 0.32% | Add +93.7% | 648,248 | $29.4M |
| Land & Buildings Investment Management, LLC | 5.88% | New | 634,225 | $28.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +2.6% | 623,482 | $28.3M |
| Rhumbline Advisers | 0.03% | Reduce -3.4% | 621,866 | $28.2M |
| Barclays PLC | 0.01% | Reduce -5.9% | 616,269 | $27.9M |
| California Public Employees Retirement System | 0.02% | Add +1.9% | 610,634 | $27.7M |
| Brookfield Corp | 0.16% | Reduce -7.4% | 609,960 | $27.7M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -22.8% | 564,666 | $25.6M |
| Public Employees Retirement System of Ohio | 0.11% | Reduce -1.2% | 547,585 | $24.8M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -1.1% | 544,846 | $24.7M |
| AXA S.A. | 0.07% | Reduce -0.6% | 541,650 | $24.6M |
| Renaissance Technologies | 0.04% | Add +56.8% | 517,836 | $23.5M |
| California State Teachers Retirement System | 0.03% | Reduce -0.8% | 483,986 | $21.9M |
| Woodline Partners LP | 0.19% | New | 483,300 | $21.9M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -6.9% | 466,574 | $21.2M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +0.1% | 465,410 | $21.1M |
| Hudson Bay Capital Management LP | 0.17% | Add +88.0% | 464,654 | $21.1M |
| Ameriprise Financial Inc. | 0.01% | Add +7.6% | 455,626 | $20.7M |
| Presima Securities ULC | 4.50% | Reduce -12.3% | 451,925 | $20.5M |
| Chevy Chase Trust Holdings, LLC | 0.06% | Add +171.1% | 448,416 | $20.3M |
| Bank of Montreal | 0.01% | Reduce -0.1% | 443,234 | $19.9M |
| Scout Investments, Inc. | 0.52% | Add +41.8% | 454,961 | $19.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.4% | 420,426 | $19.1M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -76.6% | 412,616 | $18.7M |
| BNP Paribas Financial Markets | 0.02% | Add +52.7% | 412,282 | $18.7M |
| Investure, LLC | 1.29% | No change | 411,910 | $18.7M |
| Long Pond Capital, LP | 0.83% | New | 409,721 | $18.6M |
| Los Angeles Capital Management LLC | 0.07% | Add +1665.3% | 369,448 | $16.8M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -5.5% | 357,981 | $16.2M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 356,602 | $16.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.7% | 351,832 | $16.0M |
| State of New Jersey Common Pension Fund D | 0.06% | Add +3.0% | 337,524 | $15.3M |
| ExodusPoint Capital Management, LP | 0.16% | New | 336,796 | $15.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -56.3% | 318,126 | $14.4M |
| KBC Group NV | 0.04% | Add +658.5% | 308,312 | $14.0M |
| New York State Teachers Retirement System | 0.03% | Add +0.8% | 301,951 | $13.7M |
| Citigroup Inc. | 0.01% | Reduce -27.8% | 300,506 | $13.6M |
| Jane Street Group, LLC | 0.02% | Reduce -36.8% | 295,048 | $13.4M |
| Lighthouse Investment Partners, LLC | 0.71% | Add +11.5% | 290,000 | $13.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.4% | 277,221 | $12.6M |
| OMERS ADMINISTRATION Corp | 0.11% | Reduce -12.5% | 268,463 | $12.2M |
| B&I Capital AG | 3.27% | Reduce -3.2% | 248,570 | $11.3M |
| Retirement Systems of Alabama | 0.04% | Reduce -1.1% | 239,868 | $10.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +1.8% | 239,626 | $10.9M |
| Nisa Investment Advisors, LLC | 0.06% | Add +20.7% | 229,688 | $10.4M |
| Franklin Resources Inc. | 0.00% | Reduce -4.2% | 236,641 | $10.4M |
| Natixis Advisors, LLC | 0.02% | Add +1.2% | 228,641 | $10.4M |
| Verition Fund Management LLC | 0.08% | Reduce -40.9% | 224,131 | $10.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -8.9% | 219,756 | $10.0M |
| BSN CAPITAL PARTNERS Ltd | 1.91% | New | 242,314 | $9.8M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +17.0% | 209,493 | $9.4M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -0.6% | 202,786 | $9.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +27.2% | 199,465 | $9.0M |
| Davis Selected Advisers | 0.05% | Reduce -2.1% | 197,320 | $8.9M |
| Aberdeen Group plc | 0.02% | Add +2.5% | 196,115 | $8.9M |
| National Bank of Canada | 0.01% | Reduce -2.7% | 194,517 | $8.8M |
| State of Alaska, Department of Revenue | 0.09% | Add +0.1% | 191,688 | $8.7M |
| Royal Bank of Canada | 0.00% | Add +40.8% | 188,058 | $8.5M |
| Carronade Capital Management, LP | 2.49% | No change | 185,241 | $8.4M |
| Contravisory Investment Management, Inc. | 1.79% | New | 184,876 | $8.4M |
| Guggenheim Capital LLC | 0.06% | Add +103.6% | 182,831 | $8.3M |
| Marshall Wace, LLP | 0.01% | Reduce -65.1% | 181,177 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 178,986 | $8.1M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.1% | 177,049 | $8.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -20.4% | 174,221 | $7.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -3.9% | 168,292 | $7.6M |
| Korea Investment CORP | 0.02% | Add +42.5% | 161,664 | $7.3M |
| Royal London Asset Management Ltd. | 0.02% | Add +0.6% | 160,778 | $7.3M |
| Danske Bank A/S | 0.02% | Add +0.3% | 157,328 | $7.1M |
| Toronto Dominion Bank | 0.01% | Add +68.4% | 149,826 | $6.8M |
| APG Asset Management N.V. | 0.04% | Reduce -21.8% | 164,700 | $6.7M |
| Calamos Advisors LLC | 0.05% | Reduce -2.4% | 144,615 | $6.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.18% | New | 143,816 | $6.5M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -2.3% | 143,447 | $6.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +0.0% | 143,145 | $6.5M |
| IFM Investors Pty Ltd | 0.06% | Reduce -0.0% | 142,978 | $6.5M |
| Storebrand Asset Management As | 0.02% | Reduce -0.2% | 142,075 | $6.4M |
| Teacher Retirement System of Texas | 0.03% | Add +83.9% | 141,209 | $6.4M |
| Van Eck Associates Corp. | 0.01% | Add +9.1% | 141,816 | $6.3M |
| GSI Capital Advisors LLC | 3.15% | New | 138,764 | $6.3M |
| Hudson Edge Investment Partners Inc. | 1.16% | Add +103.0% | 137,760 | $6.2M |
| Employees Retirement System of Texas | 0.06% | Reduce -47.3% | 133,513 | $6.1M |
| UniSuper Management Pty Ltd | 0.04% | Add +0.2% | 130,729 | $5.9M |
| Vert Asset Management LLC | 2.03% | Add +0.6% | 129,983 | $5.9M |
| Cerity Partners LLC | 0.01% | Add +0.6% | 128,712 | $5.8M |
| TD Asset Management Inc | 0.01% | Add +56.9% | 126,085 | $5.7M |
| Pacific Heights Asset Management LLC | 0.42% | No change | 125,000 | $5.7M |
| Andra AP-fonden | 0.08% | Reduce -31.0% | 123,200 | $5.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -1.5% | 122,762 | $5.6M |
| Cibc World Markets Corp. | 0.04% | Add +205.1% | 120,808 | $5.5M |
| Evergreen Capital Management LLC | 0.18% | Add +5.4% | 119,795 | $5.4M |
| Worldquant Millennium Advisors LLC | 0.04% | New | 119,686 | $5.4M |
| First Trust Advisors LP | 0.01% | Add +248.5% | 116,587 | $5.3M |
| New York Life Investment Management LLC | 0.05% | Reduce -8.4% | 114,909 | $5.2M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.55% | Reduce -1.5% | 111,196 | $5.0M |
| Holocene Advisors, LP | 0.02% | Reduce -5.0% | 109,457 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +0.7% | 108,650 | $4.9M |
| Bessemer Group Inc. | 0.01% | Add +194.4% | 107,565 | $4.9M |
| LPL Financial LLC | 0.00% | Add +2.2% | 101,690 | $4.6M |
| Dover Advisors, LLC | 2.60% | Reduce -0.6% | 100,965 | $4.6M |
| FIL Ltd | 0.00% | Reduce -9.3% | 100,553 | $4.6M |
| Ensign Peak Advisors, Inc | 0.01% | Add +3.6% | 99,733 | $4.5M |
| Forsta Ap-Fonden | 0.03% | Reduce -34.6% | 97,200 | $4.4M |
| Victory Capital Management Inc. | 0.00% | Add +1.6% | 97,190 | $4.4M |
| Voya Investment Management LLC | 0.01% | Reduce -7.4% | 96,406 | $4.4M |
| Mesirow Institutional Investment Management, Inc. | 0.33% | Add +16.1% | 95,917 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +22.0% | 91,982 | $4.2M |
| Nan Fung Trinity (hk) Ltd. | 0.83% | New | 91,100 | $4.1M |
| Manning & Napier Advisors LLC | 0.05% | No change | 90,705 | $4.1M |
| Handelsbanken Fonder AB | 0.02% | Add +44.8% | 89,900 | $4.1M |
| Arizona State Retirement System | 0.03% | Add +4.3% | 89,629 | $4.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +3.3% | 89,127 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.2% | 87,641 | $4.0M |
| Aurora Investment Managers, LLC. | 2.51% | Add +7.9% | 86,303 | $3.9M |
| Castellan Group | 1.65% | Reduce -4.7% | 86,265 | $3.9M |
| State of Michigan Retirement System | 0.02% | Reduce -1.4% | 81,745 | $3.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -57.6% | 81,000 | $3.7M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.6% | 79,606 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 78,721 | $3.6M |
| AQR Capital Management | 0.00% | Add +16.3% | 79,016 | $3.6M |
| Vident Advisory, LLC | 0.09% | Reduce -0.3% | 76,806 | $3.5M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.7% | 74,730 | $3.4M |
| Ieq Capital, LLC | 0.04% | Reduce -2.6% | 74,190 | $3.4M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 74,000 | $3.4M |
| Pensionfund PDN | 1.51% | No change | 72,605 | $3.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +18.4% | 71,024 | $3.2M |
| Sterling Capital Management LLC | 0.04% | — | 68,384 | $3.1M |
| Edgestream Partners, L.P. | 0.13% | Add +58.0% | 66,994 | $3.0M |
| HRT Financial LP | 0.01% | Reduce -23.4% | 61,501 | $2.8M |
| Czech National Bank | 0.03% | Add +5.9% | 61,141 | $2.8M |
| Amalgamated Bank | 0.02% | Reduce -4.1% | 60,452 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -28.5% | 59,604 | $2.7M |
| GYL Financial Synergies, LLC | 0.20% | Add +4.6% | 58,719 | $2.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 58,273 | $2.6M |
| Inspire Investing, LLC | 0.27% | Add +58.8% | 57,892 | $2.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +354.1% | 57,879 | $2.6M |
| Public Sector Pension Investment Board | 0.01% | Add +24.7% | 52,208 | $2.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -12.9% | 52,191 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 52,017 | $2.4M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -1.2% | 51,270 | $2.3M |
| ProShare Advisors LLC | 0.01% | Reduce -67.0% | 50,944 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.8% | 50,090 | $2.3M |
| Tredje AP-fonden | 0.02% | No change | 49,976 | $2.3M |
| DNB Asset Management AS | 0.01% | No change | 49,347 | $2.2M |
| SG Americas Securities, LLC | 0.01% | Reduce -62.7% | 45,899 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Add +4.3% | 45,831 | $2.1M |
| Spirit of America Management Corp. | 0.41% | Add +2.2% | 45,600 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 45,382 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Add +7.5% | 44,637 | $2.0M |
| Xponance LLC | 0.02% | Add +1.3% | 43,944 | $2.0M |
| Twinbeech Capital LP | 0.04% | New | 43,488 | $2.0M |
| Swedbank AB | 0.00% | No change | 42,960 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +2.0% | 42,663 | $1.9M |
| Vanderbilt University | 0.35% | Add +135.8% | 42,057 | $1.9M |
| Engineers Gate Manager LP | 0.04% | Add +167.0% | 41,125 | $1.9M |
| Metis Global Partners, LLC | 0.06% | Add +20.7% | 40,713 | $1.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | — | 40,131 | $1.8M |
| Bank of Nova Scotia | 0.00% | Add +21.8% | 39,022 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -1.8% | 38,626 | $1.8M |
| CPA Asset Management Group, LLC | 0.83% | No change | 38,032 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.8% | 37,082 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.3% | 36,959 | $1.7M |
| Perpetual Ltd | 0.02% | Reduce -29.9% | 36,130 | $1.6M |
| Credit Agricole S A | 0.01% | Add +22.2% | 35,958 | $1.6M |
| ING Groep NV | 0.01% | Reduce -75.9% | 35,641 | $1.6M |
| Telos Capital Management, Inc. | 0.17% | Reduce -0.3% | 34,694 | $1.6M |
| Harvest Portfolios Group Inc. | 0.05% | Add +172.1% | 34,663 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 33,647 | $1.5M |
| HST Ventures, LLC | 0.40% | Reduce -58.3% | 31,909 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 31,282 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -8.1% | 31,151 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 30,832 | $1.4M |
| Ossiam | 0.03% | Reduce -13.3% | 30,659 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -11.8% | 30,369 | $1.4M |
| Graham Capital Management, L.P. | 0.07% | Add +198.8% | 30,250 | $1.4M |
| Nordea Investment Management AB | 0.00% | No change | 29,895 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +7.2% | 29,687 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -19.8% | 29,387 | $1.3M |
| Pensionfund Sabic | 0.42% | Reduce -16.9% | 29,388 | $1.3M |
| Swiss Life Asset Management Ltd | 0.01% | Add +2.7% | 28,965 | $1.3M |
| Mariner, LLC | 0.00% | Add +5.3% | 28,538 | $1.3M |
| Elo Mutual Pension Insurance Co | 0.03% | Reduce -10.0% | 27,788 | $1.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 27,601 | $1.3M |
| Inspire Trust Co, N.A. | 0.34% | Add +12.3% | 27,415 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +1.0% | 26,725 | $1.2M |
| Norinchukin Bank, The | 0.03% | Add +5.8% | 26,017 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.1% | 25,701 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -9.2% | 25,692 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +0.1% | 25,157 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 24,835 | $1.1M |
| Allstate Corp. | 0.11% | Reduce -28.6% | 24,658 | $1.1M |
| Aviva PLC | 0.00% | Reduce -0.8% | 24,644 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -5.1% | 24,590 | $1.1M |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -12.6% | 24,331 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +3.7% | 23,314 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.0% | 22,806 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | No change | 22,751 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Add +5.4% | 22,750 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.7% | 22,402 | $1.0M |
| DoubleLine ETF Adviser LP | 0.24% | New | 21,406 | $971K |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -25.9% | 21,260 | $964K |
| Kentucky Retirement Systems | 0.03% | Reduce -8.4% | 20,909 | $948K |
| Fifth Third Bancorp | 0.00% | Add +0.9% | 20,270 | $919K |
| D. E. Shaw & Co. | 0.00% | Add +213.3% | 20,024 | $908K |
| Heritage Wealth Advisors | 0.04% | No change | 19,913 | $903K |
| Ostrum Asset Management | 0.07% | Add +1.2% | 19,601 | $889K |
| Mizuho Securities USA LLC | 0.02% | Reduce -16.7% | 19,462 | $882K |
| Venturi Wealth Management, LLC | 0.05% | Add +7.0% | 19,416 | $880K |
| Captrust Financial Advisors | 0.00% | Reduce -8.7% | 19,345 | $877K |
| Hartford Investment Management Co. | 0.03% | Reduce -3.1% | 18,783 | $852K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -25.1% | 18,753 | $850K |
| Scientech Research LLC | 0.16% | New | 18,207 | $826K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -7.5% | 18,179 | $824K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.08% | Reduce -0.6% | 18,090 | $820K |
| Tidal Investments LLC | 0.01% | Add +25.5% | 18,053 | $819K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +50.4% | 18,103 | $795K |
| Vinva Investment Management Ltd | 0.03% | Add +50.6% | 17,657 | $794K |
| IRON Financial LLC | 0.42% | New | 17,163 | $778K |
| Rakuten Investment Management, Inc. | 0.00% | Add +32.3% | 17,239 | $776K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.2% | 16,900 | $766K |
| London Co. of Virginia | 0.00% | No change | 16,873 | $765K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.4% | 16,600 | $753K |
| Horizon Family Wealth, Inc. | 0.54% | Add +1.0% | 16,588 | $752K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 16,287 | $738K |
| Panagora Asset Management Inc. | 0.00% | Reduce -34.0% | 15,962 | $724K |
| Creative Planning | 0.00% | Reduce -0.1% | 15,719 | $713K |
| MQS Management LLC | 0.40% | New | 15,710 | $712K |
| Penserra Capital Management LLC | 0.02% | Reduce -2.6% | 15,605 | $707K |
| Keybank National Association | 0.00% | Add +23.6% | 15,156 | $687K |
| Praxis Investment Management Inc. | 0.04% | No change | 14,880 | $675K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -2.6% | 14,800 | $671K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -5.7% | 14,583 | $661K |
| iA Global Asset Management Inc. | 0.01% | Reduce -0.8% | 14,589 | $661K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 14,230 | $645K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +5.6% | 14,120 | $640K |
| Legacy Capital Group California, Inc. | 0.21% | New | 13,731 | $623K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.0% | 13,621 | $618K |
| Headlands Technologies LLC | 0.07% | New | 13,536 | $614K |
| Paloma Partners Management Co | 0.04% | New | 13,400 | $608K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -43.0% | 12,861 | $583K |
| Squarepoint Ops LLC | 0.00% | Add +55.5% | 12,766 | $579K |
| NEOS Investment Management LLC | 0.02% | Add +24.3% | 12,451 | $565K |
| Partners in Financial Planning | 0.11% | No change | 12,368 | $561K |
| Unigestion Holding SA | 0.03% | New | 11,765 | $533K |
| Hummer Financial Advisory Services Inc | 0.42% | No change | 11,722 | $531K |
| Mackenzie Financial Corp. | 0.00% | Reduce -12.5% | 11,274 | $511K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -13.3% | 11,235 | $509K |
| Howland Capital Management LLC | 0.02% | Reduce -8.9% | 11,103 | $503K |
| Corient Private Wealth LP | 0.00% | Add +11.4% | 10,976 | $498K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -4.0% | 10,823 | $491K |
| Machina Capital S.A.S. | 0.19% | Add +1.3% | 10,738 | $487K |
| Intech Investment Management LLC | 0.01% | No change | 10,620 | $482K |
| Quarry LP | 0.15% | Add +921.9% | 10,423 | $473K |
| Investment Management Corp of Ontario | 0.01% | Add +48.6% | 10,397 | $471K |
| Quantinno Capital Management LP | 0.01% | Add +0.1% | 10,305 | $467K |
| Magnetar Financial LLC | 0.01% | New | 10,298 | $467K |
| Longfellow Investment Management Co. LLC | 0.12% | Add +0.6% | 10,147 | $460K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.5% | 10,071 | $457K |
| Ackerman Capital Advisors, LLC | 0.12% | No change | 10,050 | $456K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -58.3% | 9,986 | $453K |
| Algert Global LLC | 0.01% | New | 9,750 | $442K |
| Pacific Sun Financial Corp | 0.24% | Add +0.4% | 9,551 | $433K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -1.3% | 9,513 | $431K |
| GTS Securities LLC | 0.01% | New | 9,491 | $430K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.8% | 9,242 | $419K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 9,193 | $417K |
| Stifel Financial Corp. | 0.00% | Reduce -26.5% | 9,194 | $417K |
| Versor Investments LP | 0.06% | Reduce -56.8% | 8,900 | $404K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -9.1% | 8,886 | $403K |
| Profund Advisors LLC | 0.01% | New | 8,411 | $381K |
| Shell Asset Management Co. | 0.02% | — | 8,344 | $378K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -36.2% | 8,202 | $370K |
| AlphaStar Capital Management, LLC | 0.03% | Add +67.4% | 8,141 | $369K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.00% | — | 7,949 | $360K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 7,949 | $360K |
| Capital Management Corp. | 0.06% | No change | 7,506 | $340K |
| GC Wealth Management RIA, LLC | 0.06% | Add +33.1% | 7,493 | $340K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 7,479 | $339K |
| GAMMA Investing LLC | 0.03% | Add +15.0% | 7,380 | $335K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 7,355 | $333K |
| MBB Public Markets I LLC | 0.03% | Reduce -68.9% | 7,290 | $331K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.1% | 7,144 | $324K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.4% | 6,957 | $315K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,897 | $313K |
| Alps Advisors Inc. | 0.00% | Add +7.5% | 6,895 | $313K |
| Centiva Capital, LP | 0.01% | Reduce -91.1% | 6,850 | $311K |
| Verus Financial Partners, Inc. | 0.03% | Add +0.4% | 6,798 | $305K |
| Napa Wealth Management | 0.14% | Add +22.3% | 6,731 | $305K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -0.5% | 6,728 | $305K |
| Integrity Wealth Solutions LLC | 0.17% | No change | 6,409 | $291K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.5% | 6,399 | $290K |
| Truist Financial Corp. | 0.00% | Reduce -90.6% | 6,292 | $285K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -8.9% | 6,266 | $284K |
| LMR Partners LLP | 0.01% | New | 6,036 | $274K |
| V-Square Quantitative Management LLC | 0.04% | Add +3.9% | 5,881 | $267K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.4% | 5,871 | $266K |
| Chesapeake Wealth Management | 0.09% | Reduce -2.3% | 5,857 | $266K |
| First Hawaiian Bank | 0.01% | New | 5,823 | $264K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 5,758 | $261K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Add +8.2% | 5,589 | $253K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +149.5% | 5,494 | $249K |
| US Bancorp \de | 0.00% | Add +1.0% | 5,491 | $249K |
| Cetera Trust Company, N.A | 0.15% | Reduce -0.9% | 5,475 | $248K |
| AlTi Global, Inc. | 0.01% | Reduce -5.7% | 5,459 | $248K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -1.9% | 5,421 | $246K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.1% | 5,364 | $243K |
| Vestcor Inc | 0.01% | No change | 5,309 | $241K |
| Empowered Funds, LLC | 0.00% | Add +7.2% | 5,246 | $238K |
| Prudential PLC | 0.00% | No change | 5,241 | $238K |
| AlphaQuest LLC | 0.02% | Add +471.5% | 5,206 | $236K |
| RMR Capital Management, LLC | 0.20% | No change | 5,171 | $234K |
| Leavell Investment Management, Inc. | 0.01% | No change | 5,132 | $233K |
| One Capital Management, LLC | 0.01% | Reduce -7.4% | 5,025 | $228K |
| Next Capital Management LLC | 0.09% | New | 5,000 | $227K |
| NorthRock Partners, LLC | 0.01% | New | 4,985 | $226K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,981 | $226K |
| Townsquare Capital LLC | 0.00% | New | 4,936 | $224K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -5.4% | 4,933 | $224K |
| Tower Bridge Advisors | 0.02% | Reduce -5.9% | 4,800 | $218K |
| Security National Bank of Sioux City Iowa | 0.13% | New | 4,755 | $216K |
| XTX Topco Ltd | 0.02% | Reduce -86.5% | 4,752 | $215K |
| Baker Ellis Asset Management LLC | 0.03% | New | 4,520 | $205K |
| Westpac Banking Corp. | 0.01% | New | 4,470 | $203K |
| Jump Financial, LLC | 0.00% | New | 4,461 | $202K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,481 | $201K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +710.3% | 4,335 | $197K |
| Horizon Investments, LLC | 0.00% | Reduce -24.8% | 4,097 | $184K |
| Catalyst Funds Management Pty Ltd | 0.04% | Add +400.0% | 4,000 | $181K |
| CI Investments Inc. | 0.00% | Reduce -7.2% | 3,883 | $176K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.9% | 3,835 | $174K |
| Cwm, LLC | 0.00% | Add +10.0% | 3,802 | $172K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 3,765 | $171K |
| Signaturefd, LLC | 0.00% | No change | 3,742 | $170K |
| Globeflex Capital L P | 0.01% | New | 3,419 | $155K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,242 | $147K |
| Blue Trust, Inc. | 0.00% | Add +229.0% | 3,422 | $141K |
| Covestor Ltd | 0.09% | Reduce -0.3% | 3,092 | $140K |
| Exchange Traded Concepts, LLC | 0.00% | Add +267.0% | 3,061 | $139K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.6% | 3,040 | $138K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.5% | 2,940 | $133K |
| Optiver Holding B.V. | 0.00% | New | 2,561 | $116K |
| Parallel Advisors, LLC | 0.00% | Add +154.1% | 2,416 | $110K |
| Whittier Trust Co. | 0.00% | No change | 2,187 | $99K |
| Eagle Bay Advisors LLC | 0.04% | Add +1.3% | 2,177 | $99K |
| Sandy Spring Bank | 0.00% | No change | 2,150 | $97K |
| Addison Advisors LLC | 0.03% | Reduce -0.2% | 2,098 | $95K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +13.3% | 2,017 | $91K |
| Allworth Financial LP | 0.00% | Add +4.7% | 1,802 | $82K |
| Intact Investment Management Inc. | 0.00% | New | 1,600 | $73K |
| Quadrant Capital Group LLC | 0.00% | Reduce -5.7% | 1,484 | $67K |
| Lindbrook Capital, LLC | 0.01% | Reduce -1.7% | 1,412 | $64K |
| Tobam | 0.01% | Reduce -3.4% | 1,346 | $61K |
| Federated Hermes, Inc. | 0.00% | New | 1,333 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,296 | $59K |
| Wiser Advisor Group LLC | 0.09% | Add +1.0% | 1,267 | $57K |
| Jones Financial Companies LLLP | 0.00% | Add +77.1% | 1,153 | $52K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.0% | 1,096 | $50K |
| Private Trust Co. NA | 0.01% | Reduce -1.2% | 1,086 | $49K |
| Mather Group, Llc. | 0.00% | Add +58.2% | 998 | $45K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +157.9% | 980 | $44K |
| International Assets Investment Management, LLC | 0.00% | No change | 975 | $44K |
| Huntington National Bank | 0.00% | Add +7.3% | 942 | $43K |
| Hanson & Doremus Investment Management | 0.01% | No change | 918 | $42K |
| Principal Securities, Inc. | 0.00% | Add +3.5% | 910 | $41K |
| Continuum Advisory, LLC | 0.01% | Add +5335.3% | 924 | $41K |
| Rothschild Investment LLC | 0.00% | Add +2.9% | 875 | $40K |
| Salem Investment Counselors Inc. | 0.00% | Add +1591.8% | 829 | $38K |
| UMB Bank, n.a. | 0.00% | No change | 794 | $36K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.3% | 781 | $35K |
| Global Retirement Partners, LLC | 0.00% | Reduce -41.0% | 768 | $35K |
| Brooklyn Investment Group | 0.01% | New | 717 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Add +132.1% | 715 | $32K |
| M&R Capital Management Inc. | 0.01% | No change | 691 | $31K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 683 | $31K |
| Webster Bank, N. A. | 0.00% | No change | 648 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -65.5% | 629 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Add +47.3% | 623 | $28K |
| Cromwell Holdings LLC | 0.02% | No change | 608 | $28K |
| Activest Wealth Management | 0.01% | Add +0.0% | 600 | $27K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 500 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 500 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 473 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.3% | 465 | $21K |
| Acima Private Wealth, LLC | 0.01% | No change | 455 | $21K |
| Gold Investment Management Ltd. | 0.01% | No change | 445 | $20K |
| Quent Capital, LLC | 0.00% | No change | 439 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 432 | $20K |
| Main Street Group, LTD | 0.01% | No change | 378 | $17K |
| Annapolis Financial Services, LLC | 0.00% | No change | 360 | $16K |
| Geneos Wealth Management Inc. | 0.00% | Add +251.0% | 351 | $16K |
| Manchester Capital Management LLC | 0.00% | Add +8.5% | 344 | $16K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 340 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 335 | $15K |
| Clearstead Trust, LLC | 0.00% | No change | 306 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 253 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 250 | $11K |
| Ashton Thomas Securities, LLC | 0.00% | New | 234 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 224 | $10K |
| Elequin Capital, LP | 0.02% | Add +91.2% | 218 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.0% | 215 | $10K |
| Meeder Asset Management Inc. | 0.00% | Reduce -2.5% | 192 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 191 | $9K |
| Wolff Wiese Magana LLC | 0.01% | Add +1.1% | 183 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Add +1.3% | 155 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -2.0% | 149 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 135 | $6K |
| Arax Advisory Partners | 0.00% | No change | 132 | $6K |
| Investors Research Corp | 0.00% | No change | 130 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 113 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 111 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 95 | $4K |
| MV Capital Management, Inc. | 0.00% | No change | 94 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 90 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 74 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Add +13.8% | 74 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 74 | $3K |
| Kessler Investment Group, LLC | 0.00% | No change | 68 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Add +29.4% | 66 | $3K |
| Smithfield Trust Co | 0.00% | No change | 70 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 63 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | — | 63 | $3K |
| Sachetta, LLC | 0.00% | No change | 61 | $3K |
| Kozak & Associates, Inc. | 0.00% | Add +1.8% | 58 | $3K |
| Global Financial Private Client, LLC | 0.00% | New | 56 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 50 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +4.7% | 45 | $2K |
| GW&K Investment Management, LLC | 0.00% | Add +21.4% | 51 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +83.3% | 44 | $2K |
| Larson Financial Group LLC | 0.00% | New | 43 | $2K |
| HM Payson & Co. | 0.00% | New | 41 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 40 | $2K |
| Grove Bank & Trust | 0.00% | New | 40 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 39 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 36 | $2K |
| MCF Advisors LLC | 0.00% | No change | 28 | $1K |
| Spire Wealth Management | 0.00% | Add +25.0% | 25 | $1K |
| Abound Wealth Management | 0.00% | No change | 23 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 22 | $1K |
| Avior Wealth Management, LLC | 0.00% | Add +37.5% | 22 | $997 |
| Carolinas Wealth Consulting LLC | 0.00% | Add +200.0% | 15 | $681 |
| Bell Investment Advisors, Inc | 0.00% | No change | 14 | $635 |
| Nvwm, LLC | 0.00% | No change | 10 | $453 |
| West Paces Advisors Inc. | 0.00% | No change | 10 | $453 |
| Zions Bancorporation, N.A. | 0.00% | Reduce -91.4% | 7 | $317 |
| Baldwin Wealth Partners LLC | 0.00% | New | 6 | $272 |
| Chesapeake Asset Management LLC | 0.00% | New | 5 | $226 |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $181 |
| Reston Wealth Management LLC | 0.00% | New | 4 | $168 |
| West Branch Capital LLC | 0.00% | New | 3 | $137 |
| WestEnd Advisors, LLC | 0.00% | New | 2 | $91 |
| First Personal Financial Services | 0.00% | New | 2 | $91 |
| Mendota Financial Group, LLC | 0.00% | New | 2 | $91 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2 | $90 |
| Avion Wealth | 0.00% | No change | 14 | $0 |
| Hemington Wealth Management | 0.00% | New | 18 | $0 |
"% of holder's portfolio" is UDR's weight in each manager's 13F, not the share of Udr Inc. the manager owns.