UdrUDR
13F holders, Q1 2025 (March 31)512holders
51new positions
52sold out
6famous investors
$45.13avg. 13F price*
At the end of Q1 2025, 512 institutions reported holding Udr Inc. (UDR) in their 13F filings, unchanged from Q4 2024. 51 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.5B) and Cohen & Steers, Inc. ($1.5B). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Udr Inc.
- Sector
- Real Estate
- CUSIP
- 902653104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $131.5M |
| Exits | 52 | $87.6M |
All 13F filers, Q4 2024 → Q1 2025: 14,310,031 shares bought and 15,667,209 shares sold, net −1,357,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 512 holders
| Vanguard Group Inc. | 0.04% | Add +0.4% | 51,023,940 | $2.3B |
| BlackRock, Inc. | 0.03% | Reduce -1.2% | 32,930,153 | $1.5B |
| Cohen & Steers, Inc. | 2.72% | Add +6.3% | 32,522,583 | $1.5B |
| Norges Bank | 0.19% | Add +0.0% | 29,340,934 | $1.3B |
| State Street Corp. | 0.04% | Add +2.2% | 21,135,929 | $954.7M |
| Capital Research Global Investors | 0.13% | Add +3.8% | 13,554,643 | $612.3M |
| FMR LLC | 0.04% | Add +6.6% | 13,424,144 | $606.4M |
| Invesco Ltd. | 0.08% | Add +21.5% | 9,155,231 | $413.5M |
| Centersquare Investment Management LLC | 3.94% | Reduce -6.3% | 8,423,229 | $380.5M |
| Geode Capital Management, LLC | 0.03% | Add +3.3% | 8,181,411 | $368.4M |
| Daiwa Securities Group Inc. | 1.37% | Add +2.3% | 7,160,287 | $323.4M |
| Wellington Management Group LLP | 0.06% | Reduce -0.4% | 6,896,625 | $311.5M |
| Northern Trust Corp. | 0.03% | Add +0.7% | 4,886,672 | $220.7M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.8% | 4,721,278 | $213.3M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.6% | 4,436,208 | $200.4M |
| PGGM Investments | 2.04% | Add +5.9% | 3,349,655 | $151.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -1.2% | 3,170,212 | $143.2M |
| Legal & General Group Plc | 0.04% | Reduce -2.5% | 3,086,841 | $139.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -57.7% | 3,056,109 | $138.0M |
| Morgan Stanley | 0.01% | Add +4.3% | 2,747,521 | $124.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -10.2% | 2,291,729 | $103.5M |
| Canada Pension Plan Investment Board | 0.10% | No change | 2,252,717 | $101.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.6% | 2,248,597 | $101.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +0.6% | 2,164,207 | $97.8M |
| UBS Group AG | 0.02% | Add +0.1% | 1,960,083 | $88.5M |
| Nuveen, LLC | 0.02% | — | 1,759,719 | $79.5M |
| APG Asset Management US Inc. | 0.57% | Add +6.0% | 1,645,459 | $74.3M |
| Woodline Partners LP | 0.42% | Add +173.0% | 1,421,023 | $64.2M |
| Millennium Management | 0.06% | Reduce -29.0% | 1,404,933 | $63.5M |
| Alliancebernstein L.P. | 0.02% | Add +0.9% | 1,348,974 | $60.9M |
| Sei Investments Co. | 0.08% | Add +18.7% | 1,322,510 | $59.7M |
| Bank of America Corp. | 0.01% | Add +125.0% | 1,302,179 | $58.8M |
| Janus Henderson Group PLC | 0.03% | Reduce -11.2% | 1,275,137 | $56.8M |
| Lasalle Investment Management Securities LLC | 2.49% | Reduce -3.2% | 1,257,359 | $56.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.87% | Add +5.0% | 1,255,532 | $56.7M |
| Deutsche Bank AG | 0.02% | Reduce -19.1% | 1,174,717 | $53.1M |
| Amundi | 0.02% | Reduce -27.5% | 1,200,303 | $52.5M |
| Schroder Investment Management Group | 0.04% | Add +2.1% | 982,513 | $43.8M |
| Russell Investments Group, Ltd. | 0.06% | Add +5.2% | 949,643 | $42.9M |
| Prudential Financial Inc. | 0.06% | Reduce -69.4% | 915,624 | $41.4M |
| Alyeska Investment Group, L.P. | 0.16% | Add +155.1% | 904,642 | $40.9M |
| Swiss National Bank | 0.03% | Reduce -0.1% | 884,100 | $39.9M |
| Heitman Real Estate Securities LLC | 2.57% | New | 879,246 | $39.7M |
| AXA S.A. | 0.13% | Reduce -0.5% | 851,899 | $38.5M |
| Neuberger Berman Group LLC | 0.03% | Reduce -1.9% | 851,625 | $38.5M |
| GRS Advisors, LLC | 3.92% | New | 833,572 | $37.7M |
| Renaissance Technologies | 0.06% | Add +23.9% | 819,336 | $37.0M |
| HSBC Holdings PLC | 0.02% | Add +4.2% | 818,155 | $36.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | Reduce -16.2% | 811,827 | $36.7M |
| STRS Ohio | 0.15% | Reduce -2.5% | 808,193 | $36.5M |
| Utah Retirement Systems | 0.38% | No change | 724,417 | $32.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +1.6% | 721,100 | $32.6M |
| State of Tennessee, Department of Treasury | 0.12% | Add +5.0% | 698,060 | $31.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.14% | Reduce -46.2% | 679,400 | $30.7M |
| Rhumbline Advisers | 0.03% | Add +9.6% | 675,843 | $30.5M |
| Barclays PLC | 0.01% | Reduce -11.4% | 660,691 | $29.8M |
| Asset Management One Co., Ltd. | 0.10% | Add +5.3% | 618,717 | $27.9M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +12.9% | 554,668 | $25.1M |
| Presima Securities ULC | 5.50% | Add +9.7% | 544,186 | $24.6M |
| California Public Employees Retirement System | 0.02% | Reduce -2.1% | 541,837 | $24.5M |
| Public Employees Retirement System of Ohio | 0.09% | Reduce -2.5% | 524,263 | $23.7M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +5.7% | 511,302 | $23.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.4% | 495,133 | $22.4M |
| Investure, LLC | 1.48% | No change | 493,909 | $22.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.4% | 488,530 | $22.1M |
| California State Teachers Retirement System | 0.03% | Add +1.3% | 474,153 | $21.4M |
| Allianz Asset Management GmbH | 0.03% | Reduce -54.7% | 468,166 | $21.1M |
| Bank of Montreal | 0.01% | Reduce -7.0% | 465,555 | $21.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.4% | 432,286 | $19.5M |
| Aberdeen Group plc | 0.04% | Add +88.5% | 413,160 | $18.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -17.2% | 411,124 | $18.6M |
| Chevy Chase Trust Holdings, LLC | 0.06% | Reduce -5.7% | 399,904 | $18.1M |
| Citigroup Inc. | 0.01% | Add +37.4% | 389,139 | $17.6M |
| Worldquant Millennium Advisors LLC | 0.10% | Add +11.3% | 363,618 | $16.4M |
| State of Wisconsin Investment Board | 0.04% | Add +57.9% | 344,812 | $15.6M |
| State of New Jersey Common Pension Fund D | 0.07% | Reduce -1.4% | 332,889 | $15.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.5% | 329,843 | $14.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.0% | 313,831 | $14.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +1.2% | 303,060 | $13.7M |
| Schonfeld Strategic Advisors LLC | 0.09% | New | 293,032 | $13.2M |
| APG Asset Management N.V. | 0.04% | Reduce -7.3% | 299,200 | $12.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.09% | — | 274,010 | $12.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +3.9% | 269,552 | $12.2M |
| Aew Capital Management L P | 0.58% | Add +8.9% | 264,928 | $12.0M |
| Eisler Capital Management Ltd. | 0.34% | New | 252,165 | $11.4M |
| New York State Teachers Retirement System | 0.03% | Reduce -16.7% | 250,934 | $11.3M |
| Royal Bank of Canada | 0.00% | Reduce -11.0% | 245,169 | $11.1M |
| OMERS ADMINISTRATION Corp | 0.10% | Reduce -0.8% | 244,799 | $11.1M |
| Carronade Capital Management, LP | 1.86% | Add +112.6% | 427,500 | $10.9M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.5% | 237,495 | $10.7M |
| B&I Capital AG | 3.38% | Reduce -1.5% | 230,320 | $10.4M |
| National Bank of Canada | 0.01% | Add +61.6% | 226,975 | $10.3M |
| Macquarie Group Ltd. | 0.01% | Add +8.3% | 209,403 | $9.5M |
| AQR Capital Management | 0.01% | Add +66.7% | 205,289 | $9.3M |
| Citadel Advisors | 0.01% | Reduce -72.7% | 204,955 | $9.3M |
| Korea Investment CORP | 0.02% | Add +32.0% | 201,964 | $9.1M |
| Natixis Advisors, LLC | 0.02% | Add +15.1% | 200,060 | $9.0M |
| State of Alaska, Department of Revenue | 0.10% | Add +1.6% | 195,631 | $8.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 192,085 | $8.7M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -6.4% | 196,038 | $8.7M |
| Royal London Asset Management Ltd. | 0.02% | Add +7.5% | 186,365 | $8.4M |
| ExodusPoint Capital Management, LP | 0.11% | New | 182,386 | $8.2M |
| New York State Common Retirement Fund | 0.01% | Add +8.0% | 182,321 | $8.2M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +9.0% | 181,413 | $8.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +2.9% | 175,641 | $7.9M |
| Employees Retirement System of Texas | 0.09% | Add +48.4% | 175,094 | $7.9M |
| MetLife Investment Management, LLC | 0.04% | Add +91.5% | 169,993 | $7.7M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -16.5% | 162,607 | $7.3M |
| Wells Fargo & Company | 0.00% | Add +98.5% | 161,668 | $7.3M |
| Davis Selected Advisers | 0.04% | Reduce -19.0% | 158,610 | $7.2M |
| Danske Bank A/S | 0.02% | Reduce -4.2% | 157,928 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.3% | 157,724 | $7.1M |
| Boothbay Fund Management, LLC | 0.25% | Add +2486.9% | 154,621 | $7.0M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.6% | 150,217 | $6.8M |
| Andra AP-fonden | 0.11% | Add +65.7% | 148,600 | $6.7M |
| Van Eck Associates Corp. | 0.01% | Add +4.5% | 147,954 | $6.7M |
| Toronto Dominion Bank | 0.02% | Reduce -9.2% | 147,425 | $6.7M |
| Vert Asset Management LLC | 2.28% | Add +6.4% | 146,679 | $6.6M |
| TD Asset Management Inc | 0.01% | Add +2.9% | 146,500 | $6.6M |
| Calamos Advisors LLC | 0.05% | Add +1.1% | 146,244 | $6.6M |
| UniSuper Management Pty Ltd | 0.05% | Add +0.5% | 140,287 | $6.3M |
| Hudson Edge Investment Partners Inc. | 1.28% | Reduce -1.6% | 139,083 | $6.3M |
| Storebrand Asset Management As | 0.02% | Reduce -3.3% | 137,464 | $6.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -3.9% | 137,390 | $6.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +23.9% | 132,234 | $6.0M |
| IFM Investors Pty Ltd | 0.06% | Reduce -7.1% | 128,960 | $5.8M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -51.8% | 127,899 | $5.8M |
| Pacific Heights Asset Management LLC | 0.38% | No change | 125,000 | $5.6M |
| Cerity Partners LLC | 0.01% | Reduce -0.6% | 123,339 | $5.6M |
| Cibc World Markets Corp. | 0.04% | Reduce -10.6% | 120,989 | $5.5M |
| Evergreen Capital Management LLC | 0.18% | Reduce -6.1% | 118,117 | $5.3M |
| American Century Companies Inc. | 0.00% | Add +5.1% | 118,085 | $5.3M |
| KLP Kapitalforvaltning As | 0.03% | Add +0.4% | 116,693 | $5.3M |
| Holocene Advisors, LP | 0.02% | Reduce -0.4% | 116,387 | $5.3M |
| KBC Group NV | 0.02% | Reduce -59.3% | 115,815 | $5.2M |
| LPL Financial LLC | 0.00% | Add +3.2% | 114,146 | $5.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -53.0% | 113,026 | $5.1M |
| Dover Advisors, LLC | 1.99% | Reduce -0.1% | 100,918 | $4.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +0.9% | 96,187 | $4.3M |
| Nan Fung Trinity (hk) Ltd. | 0.68% | Add +4.1% | 94,800 | $4.3M |
| Voya Investment Management LLC | 0.01% | Add +0.9% | 93,873 | $4.2M |
| Aurora Investment Managers, LLC. | 2.63% | Add +1.2% | 92,136 | $4.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | Reduce -48.1% | 91,937 | $4.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -9.7% | 90,867 | $4.1M |
| Arizona State Retirement System | 0.03% | Reduce -0.4% | 90,649 | $4.1M |
| S. R. Schill & Associates | 3.16% | New | 87,742 | $4.0M |
| Handelsbanken Fonder AB | 0.02% | No change | 85,800 | $3.9M |
| SummitTX Capital, L.P. | 0.17% | — | 85,108 | $3.8M |
| FIL Ltd | 0.00% | Add +5.8% | 84,324 | $3.8M |
| Cibc World Market Inc. | 0.01% | Reduce -31.7% | 82,000 | $3.7M |
| State of Michigan Retirement System | 0.02% | Add +0.3% | 81,645 | $3.7M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.2% | 81,052 | $3.7M |
| Public Sector Pension Investment Board | 0.02% | Add +3.4% | 80,573 | $3.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +7.3% | 80,755 | $3.6M |
| Credit Agricole S A | 0.01% | Add +7.9% | 78,050 | $3.5M |
| Nomura Holdings Inc. | 0.02% | Add +67.6% | 75,002 | $3.4M |
| Ieq Capital, LLC | 0.03% | Add +0.7% | 74,886 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Add +21.6% | 74,485 | $3.4M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 74,000 | $3.3M |
| New York Life Investment Management LLC | 0.03% | Add +0.1% | 73,415 | $3.3M |
| Sterling Capital Management LLC | 0.05% | Reduce -2.2% | 73,200 | $3.3M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.1% | 71,265 | $3.2M |
| Czech National Bank | 0.03% | Add +6.2% | 69,153 | $3.1M |
| HGI Capital Management, LLC | 3.80% | New | 67,409 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Add +35.1% | 65,707 | $3.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +10.3% | 64,273 | $2.9M |
| Graham Capital Wealth Management, LLC | 3.11% | Add +0.7% | 63,707 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.6% | 60,692 | $2.7M |
| Amalgamated Bank | 0.02% | Add +1.6% | 59,947 | $2.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -0.1% | 59,935 | $2.7M |
| ProShare Advisors LLC | 0.01% | Add +5.3% | 57,614 | $2.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Reduce -21.2% | 56,231 | $2.5M |
| Forsta Ap-Fonden | 0.02% | Reduce -63.5% | 55,500 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 51,763 | $2.3M |
| DNB Asset Management AS | 0.01% | Reduce -2.0% | 50,767 | $2.3M |
| Metis Global Partners, LLC | 0.06% | Add +13.0% | 50,383 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -43.7% | 49,837 | $2.3M |
| Pacer Advisors, Inc. | 0.01% | Add +58.1% | 49,024 | $2.2M |
| Vestcor Inc | 0.07% | Add +819.5% | 48,817 | $2.2M |
| Focus Partners Wealth | 0.01% | Reduce -11.5% | 48,196 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +4.2% | 47,759 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 47,560 | $2.1M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -9.2% | 46,593 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.8% | 46,331 | $2.1M |
| Spirit of America Management Corp. | 0.42% | Add +1.1% | 46,100 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -74.5% | 45,826 | $2.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -73.2% | 45,215 | $2.0M |
| Allstate Corp. | 0.06% | Reduce -37.0% | 44,199 | $2.0M |
| Xponance LLC | 0.02% | Add +0.1% | 43,512 | $2.0M |
| Pensionfund PDN | 1.29% | Reduce -22.5% | 43,105 | $1.9M |
| Swedbank AB | 0.00% | No change | 42,960 | $1.9M |
| Knights of Columbus Asset Advisors LLC | 0.13% | New | 40,638 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.9% | 40,119 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.2% | 38,158 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.5% | 38,140 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.0% | 37,869 | $1.7M |
| Vident Advisory, LLC | 0.02% | Reduce -18.5% | 37,122 | $1.7M |
| Inspire Investing, LLC | 0.19% | Reduce -36.9% | 35,898 | $1.6M |
| Harvest Portfolios Group Inc. | 0.05% | Add +9.1% | 35,817 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.7% | 35,010 | $1.6M |
| Telos Capital Management, Inc. | 0.17% | Add +0.1% | 34,852 | $1.6M |
| Unigestion Holding SA | 0.09% | Add +98.7% | 34,725 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -8.9% | 34,547 | $1.6M |
| Gotham Asset Management | 0.01% | New | 33,791 | $1.5M |
| OP Asset Management Ltd | 0.03% | — | 33,194 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -1.8% | 32,914 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -16.9% | 32,828 | $1.5M |
| Mariner, LLC | 0.00% | Add +9.3% | 32,741 | $1.5M |
| Uniplan Investment Counsel, Inc. | 0.15% | Reduce -3.7% | 32,474 | $1.5M |
| Bank of Nova Scotia | 0.00% | Reduce -21.4% | 31,866 | $1.4M |
| Penserra Capital Management LLC | 0.03% | Add +99.8% | 31,415 | $1.4M |
| GeoWealth Management, LLC | 0.06% | Add +0.0% | 30,583 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 30,383 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -2.9% | 30,160 | $1.4M |
| Inspire Trust Co, N.A. | 0.32% | No change | 30,000 | $1.4M |
| Venturi Wealth Management, LLC | 0.07% | Add +30.1% | 29,718 | $1.3M |
| Norinchukin Bank, The | 0.02% | Add +10.2% | 29,660 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +0.3% | 29,463 | $1.3M |
| Ossiam | 0.02% | Reduce -18.7% | 29,458 | $1.3M |
| Nordea Investment Management AB | 0.00% | Reduce -0.6% | 29,226 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.5% | 28,653 | $1.3M |
| CPA Asset Management Group, LLC | 0.56% | Reduce -19.3% | 27,962 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +25.3% | 27,882 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -10.7% | 27,834 | $1.3M |
| Rakuten Investment Management, Inc. | 0.01% | — | 27,861 | $1.2M |
| D. E. Shaw & Co. | 0.00% | New | 27,175 | $1.2M |
| Versor Investments LP | 0.20% | Reduce -17.5% | 26,816 | $1.2M |
| Avanza Fonder AB | 0.04% | Reduce -4.7% | 26,590 | $1.2M |
| NEOS Investment Management LLC | 0.02% | Add +63.2% | 26,413 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.5% | 25,851 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.0% | 25,375 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 25,294 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -76.8% | 25,256 | $1.1M |
| Tredje AP-fonden | 0.01% | No change | 24,988 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +13.1% | 24,616 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -1.6% | 24,411 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | Reduce -15.3% | 24,108 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -73.3% | 23,666 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +74.7% | 23,629 | $1.1M |
| London Co. of Virginia | 0.01% | Add +38.5% | 23,373 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +4.5% | 23,191 | $1.0M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -3.2% | 23,134 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +9.4% | 23,048 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +4.4% | 22,803 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | No change | 22,751 | $1.0M |
| Kentucky Retirement Systems | 0.03% | Add +8.7% | 22,409 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +5.7% | 22,353 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +162.1% | 21,999 | $994K |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +39.2% | 21,294 | $962K |
| Creative Planning | 0.00% | Add +3.6% | 21,254 | $960K |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -12.1% | 21,231 | $959K |
| Pensionfund Sabic | 0.28% | Reduce -28.9% | 20,888 | $944K |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -34.2% | 20,835 | $941K |
| Generali Asset Management SPA SGR | 0.02% | Add +3.8% | 20,165 | $911K |
| Heritage Wealth Advisors | 0.05% | No change | 19,913 | $899K |
| IRON Financial LLC | 0.50% | Add +11.9% | 19,778 | $893K |
| Intech Investment Management LLC | 0.01% | Add +9.8% | 19,355 | $874K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -21.6% | 19,283 | $871K |
| Osaic Holdings, Inc. | 0.00% | Add +584.0% | 18,625 | $841K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -76.0% | 18,590 | $840K |
| Ostrum Asset Management | 0.04% | Reduce -2.6% | 18,341 | $828K |
| Hartford Investment Management Co. | 0.03% | Reduce -1.0% | 18,237 | $824K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.09% | Reduce -0.6% | 17,905 | $809K |
| DoubleLine ETF Adviser LP | 0.26% | Reduce -19.2% | 17,446 | $788K |
| Tidal Investments LLC | 0.01% | Add +20.0% | 17,420 | $787K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -5.3% | 17,062 | $771K |
| Naviter Wealth, LLC | 0.09% | Add +5.0% | 17,251 | $768K |
| Invst, LLC | 0.10% | New | 16,769 | $757K |
| iA Global Asset Management Inc. | 0.01% | Reduce -10.7% | 16,215 | $732K |
| Louisiana State Employees Retirement System | 0.01% | No change | 16,200 | $732K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.8% | 15,959 | $721K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.4% | 15,908 | $719K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.5% | 15,343 | $693K |
| SG Americas Securities, LLC | 0.00% | Add +120.6% | 15,108 | $682K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -3.6% | 14,916 | $674K |
| Keybank National Association | 0.00% | Add +0.3% | 14,918 | $674K |
| Vanderbilt University | 0.13% | Reduce -65.9% | 14,627 | $661K |
| Quadrant Capital Group LLC | 0.02% | Add +871.3% | 14,414 | $651K |
| Guggenheim Capital LLC | 0.01% | Reduce -17.0% | 14,364 | $649K |
| Jane Street Group, LLC | 0.00% | Add +35.0% | 14,028 | $634K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -2.1% | 14,000 | $632K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.4% | 13,829 | $625K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.4% | 13,546 | $612K |
| Stevens Capital Management LP | 0.15% | New | 13,328 | $602K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.2% | 13,294 | $600K |
| Groupe la Francaise | 0.01% | New | 13,076 | $578K |
| Vinva Investment Management Ltd | 0.02% | Add +53.1% | 12,624 | $562K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 12,378 | $559K |
| Partners in Financial Planning | 0.11% | No change | 12,368 | $559K |
| Aviva PLC | 0.00% | Reduce -0.6% | 12,269 | $554K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -12.3% | 12,067 | $545K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 11,862 | $536K |
| Groupama Asset Managment | 0.01% | New | 11,959 | $533K |
| Hummer Financial Advisory Services Inc | 0.43% | Add +1.9% | 11,722 | $529K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.8% | 11,581 | $523K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -52.0% | 11,373 | $516K |
| Quantessence Capital LLC | 0.13% | New | 11,321 | $511K |
| Corient Private Wealth LP | 0.00% | Reduce -15.2% | 11,063 | $500K |
| Pacific Sun Financial Corp | 0.28% | Add +4.9% | 10,951 | $495K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 10,608 | $479K |
| GC Wealth Management RIA, LLC | 0.08% | Add +10.6% | 10,051 | $454K |
| Ackerman Capital Advisors, LLC | 0.12% | No change | 10,050 | $454K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.3% | 9,850 | $445K |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 9,810 | $443K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 9,576 | $433K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | New | 9,544 | $431K |
| Longfellow Investment Management Co. LLC | 0.11% | No change | 9,535 | $431K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -94.8% | 9,447 | $427K |
| LMR Partners LLP | 0.01% | New | 9,342 | $422K |
| GAMMA Investing LLC | 0.03% | Add +7.7% | 9,111 | $412K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 9,102 | $411K |
| Investment Management Corp of Ontario | 0.01% | New | 8,897 | $402K |
| TCV Trust & Wealth Management, Inc. | 0.04% | Add +58.0% | 8,831 | $399K |
| Freestone Grove Partners LP | 0.00% | New | 8,710 | $393K |
| Squarepoint Ops LLC | 0.00% | Reduce -85.7% | 8,584 | $388K |
| Medallion Wealth Advisors, LLC | 0.17% | No change | 8,447 | $382K |
| Perbak Capital Partners LLP | 0.28% | New | 8,231 | $372K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 8,020 | $362K |
| Shell Asset Management Co. | 0.02% | Reduce -4.0% | 8,014 | $362K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 7,949 | $359K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +4.5% | 7,864 | $355K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.4% | 7,828 | $354K |
| Jefferies Financial Group Inc. | 0.01% | New | 7,793 | $352K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.0% | 7,753 | $350K |
| Capital Management Corp. | 0.06% | No change | 7,506 | $339K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.0% | 7,369 | $333K |
| MBB Public Markets I LLC | 0.04% | New | 7,290 | $329K |
| Headlands Technologies LLC | 0.04% | Reduce -60.8% | 7,063 | $319K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 6,979 | $315K |
| Kiker Wealth Management, LLC | 0.21% | Reduce -12.1% | 6,814 | $308K |
| Integrity Wealth Solutions LLC | 0.17% | Add +5.6% | 6,766 | $306K |
| Checchi Capital Advisers, LLC | 0.02% | Add +23.2% | 6,735 | $304K |
| Bayesian Capital Management, LP | 0.05% | Reduce -67.0% | 6,700 | $303K |
| US Bancorp \de | 0.00% | Add +21.9% | 6,695 | $302K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 6,658 | $301K |
| Ontario Teachers Pension Plan Board | 0.00% | New | 6,320 | $285K |
| United Services Automobile Association | 0.01% | New | 6,306 | $281K |
| Algert Global LLC | 0.01% | Reduce -48.9% | 6,130 | $277K |
| Empowered Funds, LLC | 0.00% | Add +5.8% | 6,129 | $277K |
| Ritholtz Wealth Management | 0.01% | New | 6,056 | $274K |
| Leavell Investment Management, Inc. | 0.01% | Add +17.1% | 6,012 | $272K |
| Winebrenner Capital Management LLC | 0.24% | Reduce -50.0% | 6,000 | $271K |
| GF Fund Management Co. LTD. | 0.01% | Add +4.3% | 5,937 | $268K |
| V-Square Quantitative Management LLC | 0.04% | No change | 5,915 | $267K |
| Truist Financial Corp. | 0.00% | Add +3.7% | 5,862 | $265K |
| Chesapeake Wealth Management | 0.09% | No change | 5,857 | $265K |
| Verus Financial Partners, Inc. | 0.03% | Add +0.4% | 6,345 | $261K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 5,758 | $260K |
| Townsquare Capital LLC | 0.00% | Add +9.6% | 5,671 | $256K |
| Cetera Trust Company, N.A | 0.16% | Add +10.5% | 5,525 | $250K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,510 | $249K |
| AlTi Global, Inc. | 0.01% | Reduce -0.7% | 5,422 | $245K |
| Bayforest Capital Ltd | 0.11% | Add +325.9% | 5,413 | $245K |
| Mufg Securities Americas Inc. | 0.03% | Add +20.2% | 5,329 | $241K |
| Prudential PLC | 0.00% | No change | 5,241 | $237K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.6% | 5,223 | $236K |
| Advisors Capital Management, LLC | 0.00% | New | 5,079 | $229K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 4,923 | $222K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.2% | 4,892 | $221K |
| Tower Bridge Advisors | 0.02% | No change | 4,798 | $217K |
| Ground Swell Capital, LLC | 0.50% | New | 4,735 | $214K |
| One Capital Management, LLC | 0.01% | Reduce -5.8% | 4,735 | $214K |
| Jump Financial, LLC | 0.00% | New | 4,710 | $213K |
| Commerzbank Aktiengesellschaft | 0.00% | New | 4,555 | $206K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,541 | $205K |
| Compound Planning, Inc. | 0.01% | New | 4,474 | $202K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 4,335 | $196K |
| Horizon Investments, LLC | 0.01% | Add +5.0% | 4,339 | $194K |
| Westpac Banking Corp. | 0.01% | Reduce -2.3% | 4,198 | $190K |
| Cwm, LLC | 0.00% | Add +4.9% | 3,865 | $175K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.2% | 3,728 | $168K |
| Siemens Fonds Invest GmbH | 0.01% | New | 3,627 | $164K |
| Signaturefd, LLC | 0.00% | Reduce -5.4% | 3,494 | $158K |
| CIBC Private Wealth Group LLC | 0.00% | Add +44.9% | 4,098 | $156K |
| CI Investments Inc. | 0.00% | Add +1.9% | 3,450 | $156K |
| Exchange Traded Concepts, LLC | 0.00% | Add +2.4% | 3,409 | $154K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,242 | $146K |
| CX Institutional | 0.01% | New | 3,222 | $146K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,040 | $137K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 2,622 | $118K |
| Leonteq Securities AG | 0.01% | Add +150.0% | 2,500 | $113K |
| Whittier Trust Co. | 0.00% | No change | 2,187 | $99K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,161 | $98K |
| Sandy Spring Bank | 0.00% | No change | 2,150 | $97K |
| Addison Advisors LLC | 0.03% | Add +0.4% | 2,106 | $95K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.7% | 2,089 | $94K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1,965 | $85K |
| Brooklyn Investment Group | 0.02% | Add +124.7% | 1,784 | $81K |
| Crews Bank & Trust | 0.01% | No change | 1,742 | $79K |
| Lindbrook Capital, LLC | 0.01% | Add +19.1% | 1,686 | $76K |
| Allworth Financial LP | 0.00% | Reduce -0.2% | 1,819 | $76K |
| Intact Investment Management Inc. | 0.00% | No change | 1,600 | $72K |
| Eastern Bank | 0.00% | No change | 1,574 | $71K |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 1,383 | $62K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,349 | $61K |
| UMB Bank, n.a. | 0.00% | Add +47.8% | 1,342 | $61K |
| Federated Hermes, Inc. | 0.00% | Add +61.3% | 1,323 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,296 | $59K |
| Wiser Advisor Group LLC | 0.09% | Add +1.0% | 1,292 | $58K |
| Huntington National Bank | 0.00% | Add +1.3% | 1,156 | $52K |
| National Pension Service | 0.00% | Add +2553.5% | 1,141 | $52K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -8.5% | 1,104 | $49K |
| Private Trust Co. NA | 0.01% | No change | 1,086 | $49K |
| Mather Group, Llc. | 0.00% | Add +7.0% | 1,079 | $49K |
| Tobam | 0.02% | Reduce -31.6% | 1,063 | $48K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -27.4% | 1,053 | $48K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.5% | 1,036 | $47K |
| Principal Securities, Inc. | 0.00% | No change | 1,066 | $46K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 980 | $44K |
| Blue Trust, Inc. | 0.00% | Add +1431.8% | 965 | $44K |
| Versant Capital Management, Inc | 0.01% | Add +26.2% | 950 | $43K |
| Rothschild Investment LLC | 0.00% | No change | 915 | $41K |
| Sentry Investment Management LLC | 0.03% | New | 1,038 | $41K |
| Hanson & Doremus Investment Management | 0.01% | No change | 918 | $41K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -60.5% | 892 | $40K |
| Spire Wealth Management | 0.00% | Add +3079.2% | 763 | $34K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +3.7% | 748 | $34K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.2% | 718 | $32K |
| Simplex Trading, LLC | 0.00% | Reduce -24.2% | 710 | $32K |
| Webster Bank, N. A. | 0.00% | No change | 648 | $29K |
| Cromwell Holdings LLC | 0.02% | Add +3.3% | 628 | $28K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 612 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 536 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -11.8% | 517 | $23K |
| Bogart Wealth, LLC | 0.00% | Add +2.2% | 511 | $23K |
| Assetmark, Inc. | 0.00% | Add +0.6% | 508 | $23K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 500 | $23K |
| CVA Family Office, LLC | 0.00% | Add +2.3% | 484 | $22K |
| Quarry LP | 0.01% | Reduce -82.3% | 480 | $22K |
| Acima Private Wealth, LLC | 0.01% | No change | 455 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +50.2% | 452 | $20K |
| Gold Investment Management Ltd. | 0.01% | No change | 445 | $20K |
| Quent Capital, LLC | 0.00% | No change | 445 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 432 | $20K |
| Manchester Capital Management LLC | 0.00% | Add +15.7% | 398 | $18K |
| Main Street Group, LTD | 0.01% | No change | 378 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | Add +425.0% | 378 | $17K |
| Lanark Financial, Inc. | 0.00% | — | 388 | $17K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 340 | $15K |
| Covestor Ltd | 0.01% | Reduce -68.4% | 277 | $13K |
| Wayfinding Financial, LLC | 0.01% | New | 298 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -57.3% | 260 | $12K |
| SouthState Bank Corp | 0.00% | New | 258 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 250 | $11K |
| Arax Advisory Partners | 0.00% | Add +88.6% | 249 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 224 | $10K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +16.6% | 218 | $10K |
| Larson Financial Group LLC | 0.00% | Add +522.9% | 218 | $10K |
| First Horizon Advisors, Inc. | 0.00% | New | 200 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 191 | $9K |
| Wolff Wiese Magana LLC | 0.01% | Add +1.1% | 187 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -1.9% | 155 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 144 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.9% | 143 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 135 | $6K |
| Investors Research Corp | 0.00% | No change | 130 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -36.3% | 128 | $6K |
| Saudi Central Bank | 0.03% | New | 123 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 116 | $5K |
| NewSquare Capital LLC | 0.00% | Add +769.2% | 113 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 111 | $5K |
| SIMA Wealth Partners, LLC | 0.00% | New | 100 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -71.5% | 100 | $5K |
| MV Capital Management, Inc. | 0.00% | Reduce -3.4% | 86 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -12.5% | 84 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 74 | $3K |
| Kessler Investment Group, LLC | 0.00% | No change | 68 | $3K |
| Smithfield Trust Co | 0.00% | No change | 70 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 63 | $3K |
| Sachetta, LLC | 0.00% | Reduce -1.6% | 61 | $3K |
| Global Financial Private Client, LLC | 0.00% | No change | 56 | $3K |
| MAI Capital Management | 0.00% | No change | 55 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.6% | 54 | $2K |
| Kozak & Associates, Inc. | 0.00% | Add +1.7% | 59 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 51 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 44 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -26.7% | 44 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 40 | $2K |
| Grove Bank & Trust | 0.00% | No change | 40 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 39 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | — | 36 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Add +75.0% | 35 | $2K |
| Horizon Financial Services, LLC | 0.00% | New | 25 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +92.9% | 27 | $1K |
| Abound Wealth Management | 0.00% | No change | 23 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 22 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -36.4% | 14 | $994 |
| Rise Advisors, LLC | 0.00% | New | 18 | $813 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 15 | $678 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 14 | $633 |
| Bell Investment Advisors, Inc | 0.00% | No change | 14 | $633 |
| Activest Wealth Management | 0.00% | Reduce -94.6% | 14 | $632 |
| Clark Wealth Partners | 0.00% | Reduce -13.3% | 13 | $587 |
| Rialto Wealth Management, LLC | 0.00% | New | 11 | $497 |
| Nvwm, LLC | 0.00% | No change | 10 | $452 |
| West Paces Advisors Inc. | 0.00% | No change | 10 | $452 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -54.5% | 10 | $411 |
| Sierra Ocean, LLC | 0.00% | No change | 8 | $375 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -93.2% | 8 | $362 |
| Zions Bancorporation, National Association | 0.00% | — | 7 | $316 |
| Creative Financial Designs Inc. | 0.00% | New | 5 | $226 |
| Osterweis Capital Management Inc. | 0.00% | New | 5 | $226 |
| Colonial Trust Co / SC | 0.00% | Reduce -16.7% | 5 | $223 |
| Clearstead Trust, LLC | 0.00% | New | 3 | $136 |
| West Branch Capital LLC | 0.00% | No change | 3 | $136 |
| High Note Wealth, LLC | 0.00% | No change | 3 | $136 |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -92.3% | 2 | $91 |
| True Wealth Design, LLC | 0.00% | New | 2 | $91 |
| Avion Wealth | 0.00% | New | 14 | $0 |
| Hemington Wealth Management | 0.00% | Reduce -5.6% | 17 | $0 |
"% of holder's portfolio" is UDR's weight in each manager's 13F, not the share of Udr Inc. the manager owns.