UdrUDR
13F holders, Q2 2025 (June 30)525holders +13
65new positions
50sold out
6famous investors
$40.82avg. 13F price*
At the end of Q2 2025, 525 institutions reported holding Udr Inc. (UDR) in their 13F filings, up 13 from Q1 2025. 65 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.3B) and Norges Bank ($1.2B). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $180.0M |
| Exits | 50 | $37.9M |
All 13F filers, Q1 2025 → Q2 2025: 19,557,135 shares bought and 21,246,508 shares sold, net −1,689,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.7% | 50,655,237 | $2.1B |
| BlackRock, Inc. | 0.03% | Reduce -1.0% | 32,614,287 | $1.3B |
| Norges Bank | 0.15% | Add +0.3% | 29,437,105 | $1.2B |
| Cohen & Steers, Inc. | 1.95% | Reduce -19.8% | 26,088,262 | $1.1B |
| State Street Corp. | 0.03% | Add +1.3% | 21,417,288 | $874.5M |
| Capital Research Global Investors | 0.13% | Add +18.5% | 16,063,062 | $655.9M |
| FMR LLC | 0.03% | Add +11.8% | 15,000,953 | $612.5M |
| Invesco Ltd. | 0.07% | Add +7.1% | 9,806,917 | $400.4M |
| Centersquare Investment Management LLC | 3.78% | Add +6.0% | 8,927,273 | $364.5M |
| Geode Capital Management, LLC | 0.02% | Add +2.2% | 8,362,080 | $340.1M |
| Wellington Management Group LLP | 0.05% | Reduce -2.5% | 6,726,942 | $274.7M |
| Daiwa Securities Group Inc. | 0.79% | Reduce -27.1% | 5,218,884 | $213.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +5.2% | 4,668,475 | $190.6M |
| Northern Trust Corp. | 0.03% | Reduce -4.5% | 4,665,304 | $190.5M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.7% | 4,639,195 | $189.4M |
| JPMorgan Chase & Co. | 0.01% | Add +36.1% | 4,159,522 | $169.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +18.5% | 3,756,378 | $153.4M |
| PGGM Investments | 2.60% | Add +9.8% | 3,677,772 | $150.2M |
| Legal & General Group Plc | 0.03% | Add +6.2% | 3,276,535 | $133.8M |
| CBRE Investment Management Listed Real Assets LLC | 1.96% | Add +150.8% | 3,149,408 | $128.6M |
| Morgan Stanley | 0.01% | Reduce -5.9% | 2,586,067 | $105.6M |
| Nuveen, LLC | 0.03% | Add +38.8% | 2,441,868 | $99.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.3% | 2,220,237 | $90.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.2% | 2,218,078 | $90.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -4.7% | 2,063,642 | $84.3M |
| APG Asset Management US Inc. | 0.50% | No change | 1,645,459 | $67.2M |
| Woodline Partners LP | 0.34% | Add +12.1% | 1,593,570 | $65.1M |
| Sei Investments Co. | 0.06% | Reduce -6.0% | 1,242,563 | $50.7M |
| Janus Henderson Group PLC | 0.02% | Reduce -5.0% | 1,211,093 | $49.4M |
| Engineers Gate Manager LP | 0.60% | New | 1,186,795 | $48.5M |
| Barclays PLC | 0.02% | Add +78.3% | 1,178,055 | $48.1M |
| Alyeska Investment Group, L.P. | 0.17% | Add +29.6% | 1,172,656 | $47.9M |
| Alliancebernstein L.P. | 0.02% | Reduce -14.1% | 1,158,854 | $47.3M |
| UBS Group AG | 0.01% | Reduce -41.3% | 1,149,820 | $46.9M |
| Lasalle Investment Management Securities LLC | 1.92% | Reduce -8.7% | 1,147,995 | $46.9M |
| Deutsche Bank AG | 0.02% | Reduce -10.3% | 1,053,779 | $43.0M |
| Bank of America Corp. | 0.00% | Reduce -25.3% | 972,561 | $39.7M |
| Swiss National Bank | 0.02% | Add +7.7% | 952,400 | $38.9M |
| Schroder Investment Management Group | 0.03% | Reduce -5.3% | 930,595 | $38.0M |
| Amundi | 0.01% | Reduce -28.8% | 854,649 | $34.7M |
| Renaissance Technologies | 0.05% | Add +3.0% | 843,936 | $34.5M |
| HSBC Holdings PLC | 0.02% | Add +2.6% | 839,563 | $34.2M |
| Neuberger Berman Group LLC | 0.03% | Reduce -1.9% | 835,038 | $34.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +11.4% | 803,130 | $32.8M |
| Hudson Bay Capital Management LP | 0.24% | New | 790,549 | $32.3M |
| Vision Capital Corp | 14.12% | New | 774,000 | $31.6M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -18.8% | 771,118 | $31.5M |
| STRS Ohio | 0.12% | Reduce -5.8% | 760,889 | $31.1M |
| Utah Retirement Systems | 0.31% | Reduce -0.0% | 724,184 | $29.6M |
| Rhumbline Advisers | 0.02% | Add +3.8% | 701,289 | $28.6M |
| State of Tennessee, Department of Treasury | 0.10% | Reduce -0.9% | 691,782 | $28.2M |
| American Century Companies Inc. | 0.01% | Add +448.4% | 647,606 | $26.4M |
| Asset Management One Co., Ltd. | 0.08% | Add +3.0% | 637,074 | $26.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +6.2% | 589,171 | $24.1M |
| California Public Employees Retirement System | 0.02% | Add +7.6% | 583,146 | $23.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.11% | Reduce -14.7% | 579,664 | $23.7M |
| Presima Securities ULC | 5.04% | Reduce -1.4% | 536,683 | $21.9M |
| Prudential Financial Inc. | 0.03% | Reduce -45.7% | 496,865 | $21.8M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +4.3% | 533,162 | $21.8M |
| Public Employees Retirement System of Ohio | 0.07% | Add +1.5% | 532,071 | $21.7M |
| California State Teachers Retirement System | 0.02% | Add +11.3% | 527,558 | $21.5M |
| Investure, LLC | 1.54% | No change | 493,909 | $20.2M |
| Citigroup Inc. | 0.01% | Add +25.9% | 489,976 | $20.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.9% | 485,568 | $19.8M |
| BNP Paribas Financial Markets | 0.02% | Add +17.4% | 482,880 | $19.7M |
| AXA S.A. | 0.06% | Reduce -43.5% | 481,611 | $19.7M |
| Aew Capital Management L P | 1.03% | Add +80.6% | 478,348 | $19.5M |
| AQR Capital Management | 0.02% | Add +133.9% | 480,256 | $19.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -4.3% | 448,165 | $18.3M |
| Qube Research & Technologies Ltd | 0.02% | New | 433,809 | $17.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.6% | 429,738 | $17.5M |
| Aberdeen Group plc | 0.03% | Add +1.6% | 419,829 | $16.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.2% | 404,344 | $16.5M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Add +0.3% | 401,242 | $16.4M |
| Bank of Montreal | 0.01% | Reduce -16.7% | 387,658 | $15.8M |
| State of Wisconsin Investment Board | 0.04% | Add +7.9% | 372,157 | $15.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.10% | Add +25.9% | 345,110 | $14.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.1% | 333,563 | $13.6M |
| State of New Jersey Common Pension Fund D | 0.05% | No change | 332,889 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 324,572 | $13.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +5.6% | 319,902 | $13.1M |
| Worldquant Millennium Advisors LLC | 0.06% | Reduce -12.1% | 319,757 | $13.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -61.9% | 309,701 | $12.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +170.8% | 306,100 | $12.5M |
| Heitman Real Estate Securities LLC | 0.84% | Reduce -66.8% | 291,788 | $11.9M |
| Andra AP-fonden | 0.15% | Add +78.8% | 265,679 | $10.8M |
| APG Asset Management N.V. | 0.03% | Add +2.0% | 305,300 | $10.6M |
| Carronade Capital Management, LP | 1.58% | Reduce -39.6% | 258,116 | $10.5M |
| New York State Teachers Retirement System | 0.02% | Add +2.7% | 257,679 | $10.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.9% | 251,047 | $10.3M |
| OMERS ADMINISTRATION Corp | 0.08% | No change | 244,799 | $10.0M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.5% | 236,289 | $9.6M |
| Aviva PLC | 0.02% | Add +1655.4% | 215,371 | $8.8M |
| National Bank of Canada | 0.01% | Reduce -7.2% | 210,601 | $8.6M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +6.9% | 209,493 | $8.6M |
| Macquarie Group Ltd. | 0.01% | Reduce -2.3% | 204,513 | $8.3M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -0.1% | 195,481 | $8.0M |
| B&I Capital AG | 2.62% | Reduce -18.2% | 188,470 | $7.7M |
| Franklin Resources Inc. | 0.00% | Reduce -3.1% | 186,146 | $7.6M |
| Toronto Dominion Bank | 0.02% | Add +23.7% | 182,343 | $7.4M |
| New York State Common Retirement Fund | 0.01% | No change | 182,321 | $7.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +2.9% | 180,726 | $7.4M |
| Danske Bank A/S | 0.02% | Add +12.9% | 178,334 | $7.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -12.1% | 175,784 | $7.2M |
| Korea Investment CORP | 0.02% | Reduce -13.7% | 174,364 | $7.1M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -5.2% | 172,001 | $7.0M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -11.9% | 164,110 | $6.7M |
| Davis Selected Advisers | 0.04% | Add +2.1% | 161,990 | $6.6M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.7% | 154,314 | $6.3M |
| Van Eck Associates Corp. | 0.01% | Add +3.9% | 153,687 | $6.3M |
| TD Asset Management Inc | 0.01% | Add +4.8% | 153,531 | $6.3M |
| Eisler Capital Management Ltd. | 0.22% | Reduce -39.2% | 153,246 | $6.3M |
| Royal Bank of Canada | 0.00% | Reduce -38.5% | 150,725 | $6.2M |
| Calamos Advisors LLC | 0.04% | No change | 146,244 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.8% | 143,859 | $5.9M |
| Hudson Edge Investment Partners Inc. | 1.00% | Add +2.5% | 142,506 | $5.8M |
| UniSuper Management Pty Ltd | 0.04% | Add +1.3% | 142,039 | $5.8M |
| Vert Asset Management LLC | 2.05% | Reduce -6.1% | 137,778 | $5.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -16.4% | 135,894 | $5.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -3.7% | 132,263 | $5.4M |
| Storebrand Asset Management As | 0.02% | Reduce -5.5% | 129,833 | $5.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +409.2% | 128,794 | $5.3M |
| Wells Fargo & Company | 0.00% | Reduce -21.4% | 126,991 | $5.2M |
| Dark Forest Capital Management LP | 0.21% | New | 126,952 | $5.2M |
| Pacific Heights Asset Management LLC | 0.27% | No change | 125,000 | $5.1M |
| LPL Financial LLC | 0.00% | Add +7.6% | 122,836 | $5.0M |
| Holocene Advisors, LP | 0.01% | Add +5.5% | 122,820 | $5.0M |
| TrueMark Investments, LLC | 1.08% | New | 122,546 | $5.0M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -7.4% | 122,458 | $5.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +99.7% | 121,201 | $4.9M |
| Cerity Partners LLC | 0.01% | Reduce -1.9% | 120,950 | $4.9M |
| Evergreen Capital Management LLC | 0.15% | Add +2.3% | 120,811 | $4.9M |
| KLP Kapitalforvaltning As | 0.02% | Add +3.1% | 120,293 | $4.9M |
| Cibc World Markets Corp. | 0.03% | Reduce -1.9% | 118,745 | $4.8M |
| Investment Management Corp of Ontario | 0.07% | Add +1220.7% | 117,502 | $4.8M |
| Employees Retirement System of Texas | 0.05% | Reduce -33.1% | 117,094 | $4.8M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -8.8% | 116,629 | $4.8M |
| First Trust Advisors LP | 0.00% | Add +133.1% | 116,175 | $4.7M |
| IFM Investors Pty Ltd | 0.05% | Reduce -10.0% | 116,105 | $4.7M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -95.1% | 109,500 | $4.5M |
| HGI Capital Management, LLC | 5.94% | Add +59.3% | 107,355 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +757.7% | 106,164 | $4.3M |
| HRT Financial LP | 0.02% | New | 104,482 | $4.3M |
| KBC Group NV | 0.01% | Reduce -11.9% | 101,982 | $4.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +4.6% | 100,621 | $4.1M |
| S. R. Schill & Associates | 2.81% | Add +6.6% | 93,553 | $3.8M |
| Voya Investment Management LLC | 0.00% | Reduce -1.3% | 92,676 | $3.8M |
| Arizona State Retirement System | 0.02% | Add +1.4% | 91,958 | $3.8M |
| Aurora Investment Managers, LLC. | 2.27% | Reduce -0.3% | 91,817 | $3.7M |
| Nekton Capital Ltd. | 7.50% | New | 90,556 | $3.7M |
| Abc Arbitrage SA | 0.42% | New | 89,898 | $3.7M |
| Baron Capital (BAMCO) | 0.01% | New | 88,575 | $3.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -4.3% | 86,914 | $3.5M |
| MetLife Investment Management, LLC | 0.02% | Reduce -49.0% | 86,669 | $3.5M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -52.8% | 86,047 | $3.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.8% | 84,136 | $3.4M |
| FIL Ltd | 0.00% | Reduce -2.7% | 82,044 | $3.3M |
| Cibc World Market Inc. | 0.01% | No change | 82,000 | $3.3M |
| State of Michigan Retirement System | 0.02% | Add +0.4% | 81,945 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -4.7% | 81,800 | $3.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -0.2% | 80,600 | $3.3M |
| Gotham Asset Management | 0.02% | Add +137.0% | 80,071 | $3.3M |
| Sterling Capital Management LLC | 0.04% | Add +3.5% | 75,765 | $3.1M |
| Ieq Capital, LLC | 0.02% | Reduce -0.7% | 74,332 | $3.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 74,000 | $3.0M |
| Czech National Bank | 0.02% | Add +6.6% | 73,692 | $3.0M |
| New York Life Investment Management LLC | 0.03% | Add +0.3% | 73,616 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.9% | 73,039 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Add +2.3% | 67,205 | $2.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +18.1% | 66,431 | $2.7M |
| New Age Alpha Advisors, LLC | 0.12% | Add +176.9% | 65,542 | $2.7M |
| Graham Capital Wealth Management, LLC | 2.99% | Add +2.5% | 65,277 | $2.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 64,273 | $2.6M |
| Xponance LLC | 0.02% | Add +47.4% | 64,128 | $2.6M |
| Capital Fund Management S.A. | 0.03% | New | 62,336 | $2.5M |
| ProShare Advisors LLC | 0.01% | Add +8.0% | 62,216 | $2.5M |
| Public Sector Pension Investment Board | 0.01% | Reduce -23.1% | 61,960 | $2.5M |
| Sophron Capital Management L.P. | 0.77% | New | 61,432 | $2.5M |
| Metis Global Partners, LLC | 0.06% | Add +20.9% | 60,897 | $2.5M |
| Amalgamated Bank | 0.02% | Add +0.3% | 60,155 | $2.5M |
| Forsta Ap-Fonden | 0.02% | Add +6.1% | 58,900 | $2.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +27.6% | 57,682 | $2.4M |
| SummitTX Capital, L.P. | 0.10% | Reduce -35.4% | 55,023 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -81.4% | 54,594 | $2.2M |
| DNB Asset Management AS | 0.01% | Add +7.4% | 54,507 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | Add +10.6% | 54,235 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 51,766 | $2.1M |
| GRS Advisors, LLC | 0.20% | Reduce -93.9% | 51,016 | $2.1M |
| Wolverine Asset Management LLC | 0.15% | New | 50,718 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +4.5% | 49,689 | $2.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -17.4% | 49,487 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +1.4% | 48,869 | $2.0M |
| Spirit of America Management Corp. | 0.42% | Add +6.0% | 48,850 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +4.3% | 47,773 | $2.0M |
| Quantinno Capital Management LP | 0.01% | Add +100.1% | 47,292 | $1.9M |
| Swedbank AB | 0.00% | Add +9.9% | 47,233 | $1.9M |
| Bleakley Financial Group, LLC | 0.05% | Add +0.8% | 46,948 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +21.9% | 46,493 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.6% | 44,615 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 44,536 | $1.8M |
| Vanderbilt University | 0.33% | Add +192.0% | 42,715 | $1.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -8.0% | 42,626 | $1.7M |
| Groupama Asset Managment | 0.03% | Add +254.9% | 42,442 | $1.7M |
| Harvest Portfolios Group Inc. | 0.04% | Add +17.3% | 41,996 | $1.7M |
| Pensionfund PDN | 1.10% | Reduce -7.0% | 40,105 | $1.6M |
| Inspire Trust Co, N.A. | 0.34% | Add +33.3% | 40,000 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -56.8% | 39,753 | $1.6M |
| NEOS Investment Management LLC | 0.02% | Add +49.9% | 39,586 | $1.6M |
| Twinbeech Capital LP | 0.04% | New | 39,407 | $1.6M |
| Inspire Investing, LLC | 0.17% | Add +7.7% | 38,644 | $1.6M |
| Knights of Columbus Asset Advisors LLC | 0.10% | Reduce -5.0% | 38,623 | $1.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +16.4% | 38,205 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.9% | 37,802 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +10.7% | 36,435 | $1.5M |
| OP Asset Management Ltd | 0.02% | Add +8.6% | 36,048 | $1.5M |
| Telos Capital Management, Inc. | 0.15% | Add +2.0% | 35,544 | $1.5M |
| Mariner, LLC | 0.00% | Add +7.9% | 35,313 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | New | 34,940 | $1.4M |
| M&T Bank Corp | 0.00% | Add +0.6% | 34,743 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +27.6% | 34,674 | $1.4M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -1.3% | 34,571 | $1.4M |
| MQS Management LLC | 0.76% | New | 33,670 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.0% | 33,332 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +15.2% | 33,001 | $1.3M |
| Norinchukin Bank, The | 0.02% | Add +9.7% | 32,538 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +5.8% | 32,354 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +448.5% | 32,153 | $1.3M |
| Bank of Nova Scotia | 0.00% | Add +0.5% | 32,015 | $1.3M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +51.7% | 31,614 | $1.3M |
| Nordea Investment Management AB | 0.00% | Add +8.8% | 31,792 | $1.3M |
| Versor Investments LP | 0.22% | Add +13.0% | 30,300 | $1.2M |
| Ossiam | 0.01% | Reduce -0.2% | 29,399 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -0.3% | 29,367 | $1.2M |
| Uniplan Investment Counsel, Inc. | 0.13% | Reduce -9.6% | 29,359 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -3.5% | 29,333 | $1.2M |
| Vident Advisory, LLC | 0.01% | Reduce -21.8% | 29,014 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +1.1% | 28,189 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +45.4% | 27,026 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +75.8% | 26,556 | $1.1M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -12.0% | 26,529 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.08% | New | 26,067 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.8% | 26,051 | $1.1M |
| Inceptionr LLC | 0.24% | New | 25,771 | $1.1M |
| Tredje AP-fonden | 0.01% | No change | 24,988 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 24,458 | $999K |
| Sanctuary Advisors, LLC | 0.01% | Add +9.8% | 24,145 | $986K |
| Brown Advisory Inc. | 0.00% | Reduce -2.7% | 23,749 | $970K |
| DAVENPORT & Co LLC | 0.01% | Reduce -14.8% | 23,722 | $969K |
| CPA Asset Management Group, LLC | 0.41% | Reduce -15.2% | 23,700 | $968K |
| Intech Investment Management LLC | 0.01% | Add +21.8% | 23,577 | $963K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +1.6% | 23,550 | $962K |
| London Co. of Virginia | 0.01% | No change | 23,373 | $954K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 23,134 | $945K |
| Fifth Third Bancorp | 0.00% | Add +0.2% | 23,090 | $943K |
| Atlantic Union Bankshares Corp | 0.02% | Add +5.1% | 22,317 | $911K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -13.3% | 22,006 | $899K |
| Captrust Financial Advisors | 0.00% | Reduce -2.2% | 21,868 | $893K |
| Generali Asset Management SPA SGR | 0.02% | Add +6.9% | 21,550 | $880K |
| Atria Investments, Inc | 0.01% | Reduce -6.4% | 21,350 | $872K |
| Kentucky Retirement Systems | 0.03% | Reduce -6.2% | 21,030 | $859K |
| Pensionfund Sabic | 0.24% | No change | 20,888 | $853K |
| Mizuho Securities USA LLC | 0.02% | — | 20,843 | $851K |
| iA Global Asset Management Inc. | 0.01% | Add +27.7% | 20,712 | $846K |
| Creative Planning | 0.00% | Reduce -4.5% | 20,289 | $828K |
| Tidal Investments LLC | 0.01% | Add +14.9% | 20,010 | $817K |
| Heritage Wealth Advisors | 0.04% | No change | 19,913 | $813K |
| Osaic Holdings, Inc. | 0.00% | Add +6.2% | 19,787 | $808K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2115.1% | 19,759 | $807K |
| IRON Financial LLC | 0.43% | Reduce -0.2% | 19,730 | $806K |
| Summit Trail Advisors, LLC | 0.01% | New | 19,165 | $783K |
| Naviter Wealth, LLC | 0.10% | Add +10.7% | 19,102 | $780K |
| Jain Global LLC | 0.01% | New | 19,000 | $776K |
| Hartford Investment Management Co. | 0.02% | Reduce -0.8% | 18,084 | $738K |
| XTX Topco Ltd | 0.03% | New | 17,947 | $733K |
| Bridgefront Capital, LLC | 0.19% | New | 17,878 | $730K |
| Ostrum Asset Management | 0.03% | Reduce -2.8% | 17,831 | $728K |
| Dover Advisors, LLC | 0.32% | Reduce -82.4% | 17,796 | $727K |
| DoubleLine ETF Adviser LP | 0.23% | Add +1.6% | 17,731 | $724K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.08% | Reduce -1.3% | 17,670 | $721K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +0.0% | 17,063 | $697K |
| Invst, LLC | 0.09% | Add +0.3% | 16,818 | $687K |
| BOK Financial Private Wealth, Inc. | 0.05% | New | 16,553 | $676K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +6.7% | 15,919 | $650K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.9% | 15,900 | $649K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.7% | 15,634 | $638K |
| Vinva Investment Management Ltd | 0.02% | Add +23.7% | 15,619 | $636K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.0% | 15,487 | $632K |
| Scientech Research LLC | 0.15% | New | 15,472 | $632K |
| Maryland State Retirement & Pension System | 0.01% | No change | 15,343 | $626K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -22.7% | 14,909 | $608K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.4% | 14,864 | $606K |
| Horizon Investments, LLC | 0.01% | Add +243.2% | 14,892 | $602K |
| Guggenheim Capital LLC | 0.00% | Add +2.3% | 14,695 | $600K |
| Millennium Management | 0.00% | Reduce -99.0% | 14,444 | $590K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +33.2% | 14,134 | $577K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.3% | 14,087 | $575K |
| New Mexico Educational Retirement Board | 0.02% | No change | 14,000 | $572K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 13,845 | $565K |
| Los Angeles Capital Management LLC | 0.00% | Add +42.4% | 13,452 | $549K |
| Allstate Corp. | 0.04% | Reduce -69.6% | 13,417 | $548K |
| Keybank National Association | 0.00% | Reduce -14.9% | 12,701 | $519K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -4.8% | 12,653 | $517K |
| Pacific Sun Financial Corp | 0.27% | Add +14.2% | 12,506 | $511K |
| Partners in Financial Planning | 0.09% | No change | 12,368 | $505K |
| Penserra Capital Management LLC | 0.01% | Reduce -61.0% | 12,264 | $500K |
| Brooklyn Investment Group | 0.07% | Add +580.8% | 12,145 | $496K |
| Ethic Inc. | 0.01% | New | 12,045 | $490K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -72.8% | 10,893 | $488K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.4% | 11,817 | $482K |
| Mackenzie Financial Corp. | 0.00% | Reduce -12.8% | 11,810 | $482K |
| Hummer Financial Advisory Services Inc | 0.36% | No change | 11,722 | $479K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.4% | 11,654 | $476K |
| GC Wealth Management RIA, LLC | 0.04% | Add +15.0% | 11,558 | $472K |
| Perbak Capital Partners LLP | 0.11% | Add +40.3% | 11,550 | $472K |
| Contravisory Investment Management, Inc. | 0.09% | New | 11,536 | $471K |
| Corient Private Wealth LP | 0.00% | Reduce -4.1% | 10,609 | $433K |
| Stifel Financial Corp. | 0.00% | Add +3.6% | 10,160 | $415K |
| Ackerman Capital Advisors, LLC | 0.10% | No change | 10,050 | $410K |
| Bessemer Group Inc. | 0.00% | Reduce -60.7% | 9,924 | $406K |
| Praxis Investment Management Inc. | 0.03% | Add +80.0% | 9,920 | $405K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 9,618 | $393K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.2% | 9,535 | $389K |
| Longfellow Investment Management Co. LLC | 0.10% | No change | 9,535 | $389K |
| Avantax Advisory Services, Inc. | 0.00% | Add +19.8% | 9,380 | $383K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -56.1% | 9,352 | $382K |
| United Capital Financial Advisors, LLC | 0.00% | Add +26.8% | 9,340 | $381K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -0.7% | 9,042 | $369K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | New | 8,980 | $367K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -6.5% | 8,925 | $364K |
| GAMMA Investing LLC | 0.02% | Reduce -2.5% | 8,886 | $363K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 8,831 | $361K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -23.5% | 8,703 | $355K |
| FORA Capital, LLC | 0.04% | New | 8,620 | $352K |
| Squarepoint Ops LLC | 0.00% | Add +0.3% | 8,607 | $351K |
| Medallion Wealth Advisors, LLC | 0.13% | No change | 8,447 | $345K |
| Baker Ellis Asset Management LLC | 0.05% | Add +5.0% | 8,420 | $344K |
| One Capital Management, LLC | 0.01% | Add +73.5% | 8,215 | $335K |
| AlphaStar Capital Management, LLC | 0.02% | New | 8,022 | $328K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 7,949 | $325K |
| Stevens Capital Management LP | 0.08% | Reduce -42.6% | 7,649 | $312K |
| Verition Fund Management LLC | 0.00% | New | 7,528 | $307K |
| Capital Management Corp. | 0.05% | No change | 7,506 | $306K |
| Magnetar Financial LLC | 0.00% | New | 7,469 | $305K |
| Exchange Traded Concepts, LLC | 0.00% | Add +118.2% | 7,438 | $304K |
| Prelude Capital Management, LLC | 0.03% | New | 7,330 | $299K |
| Empowered Funds, LLC | 0.00% | Add +17.7% | 7,212 | $294K |
| Headlands Technologies LLC | 0.03% | No change | 7,063 | $288K |
| Aster Capital Management (DIFC) Ltd | 0.06% | New | 6,972 | $285K |
| Integrity Wealth Solutions LLC | 0.13% | No change | 6,766 | $276K |
| Mufg Securities Americas Inc. | 0.02% | Add +25.4% | 6,681 | $273K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -4.8% | 6,414 | $262K |
| Verus Financial Partners, Inc. | 0.03% | Add +0.4% | 6,372 | $259K |
| Bayforest Capital Ltd | 0.11% | Add +15.9% | 6,275 | $256K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -20.4% | 6,264 | $255K |
| Machina Capital S.A.S. | 0.05% | New | 6,218 | $254K |
| Algert Global LLC | 0.01% | Reduce -1.8% | 6,018 | $246K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,012 | $245K |
| Winebrenner Capital Management LLC | 0.20% | No change | 6,000 | $245K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.6% | 5,937 | $242K |
| Chesapeake Wealth Management | 0.08% | No change | 5,857 | $239K |
| Cwm, LLC | 0.00% | Add +50.2% | 5,806 | $237K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | No change | 5,758 | $235K |
| AlTi Global, Inc. | 0.01% | Add +5.4% | 5,713 | $233K |
| Cetera Trust Company, N.A | 0.14% | Add +3.3% | 5,705 | $233K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -4.8% | 5,629 | $230K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 5,611 | $229K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -6.5% | 5,550 | $227K |
| NorthRock Partners, LLC | 0.01% | Add +12.2% | 5,489 | $224K |
| Patton Fund Management, Inc. | 0.05% | New | 5,333 | $218K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 5,316 | $217K |
| Tiaa Trust, National Association | 0.00% | Add +0.8% | 5,264 | $215K |
| Prudential PLC | 0.00% | No change | 5,241 | $214K |
| GTS Securities LLC | 0.01% | New | 5,217 | $213K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.2% | 5,181 | $212K |
| National Pension Service | 0.00% | Add +340.3% | 5,024 | $205K |
| US Bancorp \de | 0.00% | Reduce -29.2% | 4,743 | $194K |
| Vestcor Inc | 0.01% | Reduce -90.5% | 4,664 | $190K |
| PEAK6 LLC | 0.01% | New | 4,423 | $181K |
| Siemens Fonds Invest GmbH | 0.01% | Add +20.4% | 4,367 | $178K |
| Parallel Advisors, LLC | 0.00% | Add +107.5% | 4,335 | $177K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 4,335 | $177K |
| Westpac Banking Corp. | 0.01% | Reduce -5.5% | 3,969 | $162K |
| Signaturefd, LLC | 0.00% | Add +4.4% | 3,649 | $149K |
| Canada Post Corp Registered Pension Plan | 0.01% | New | 3,335 | $136K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.9% | 3,321 | $136K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,242 | $132K |
| CX Institutional | 0.00% | Reduce -4.6% | 3,073 | $125K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -26.0% | 3,031 | $124K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.4% | 2,846 | $116K |
| CI Investments Inc. | 0.00% | Reduce -19.3% | 2,783 | $114K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 2,622 | $107K |
| Whittier Trust Co. | 0.00% | Add +14.1% | 2,496 | $102K |
| Addison Advisors LLC | 0.02% | Add +2.6% | 2,161 | $88K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,161 | $88K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1,965 | $85K |
| Intact Investment Management Inc. | 0.00% | Add +12.5% | 1,800 | $73K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 1,798 | $73K |
| Crews Bank & Trust | 0.01% | No change | 1,742 | $71K |
| Caitong International Asset Management Co., Ltd | 0.05% | New | 1,577 | $64K |
| Assetmark, Inc. | 0.00% | Add +197.6% | 1,512 | $62K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,349 | $55K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.8% | 1,312 | $54K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,296 | $53K |
| Clearstead Advisors, LLC | 0.00% | Add +19.9% | 1,242 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +155.5% | 1,155 | $47K |
| Principal Securities, Inc. | 0.00% | Add +8.3% | 1,155 | $47K |
| Jones Financial Companies LLLP | 0.00% | Reduce -17.8% | 1,137 | $46K |
| Huntington National Bank | 0.00% | Reduce -2.9% | 1,123 | $46K |
| Private Trust Co. NA | 0.00% | Add +0.8% | 1,095 | $45K |
| UMB Bank, n.a. | 0.00% | Reduce -21.1% | 1,059 | $43K |
| Sentry Investment Management LLC | 0.02% | No change | 1,038 | $43K |
| Rothschild Investment LLC | 0.00% | Add +7.7% | 985 | $40K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 980 | $40K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -12.5% | 966 | $39K |
| Versant Capital Management, Inc | 0.01% | Reduce -3.9% | 913 | $37K |
| Hanson & Doremus Investment Management | 0.00% | No change | 918 | $37K |
| MUFG Securities EMEA plc | 0.00% | New | 887 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +62.5% | 871 | $36K |
| AlphaQuest LLC | 0.00% | New | 818 | $33K |
| CYBER HORNET ETFs LLC | 0.02% | New | 801 | $33K |
| Fulcrum Asset Management LLP | 0.01% | — | 801 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +1.1% | 756 | $31K |
| Cromwell Holdings LLC | 0.02% | Add +15.9% | 728 | $30K |
| Brown Brothers Harriman & Co. | 0.00% | Add +90.0% | 718 | $29K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.9% | 683 | $28K |
| Global Retirement Partners, LLC | 0.00% | — | 670 | $27K |
| CVA Family Office, LLC | 0.00% | Add +36.6% | 661 | $27K |
| Webster Bank, N. A. | 0.00% | No change | 648 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +16.8% | 604 | $25K |
| Simplex Trading, LLC | 0.00% | Reduce -24.8% | 534 | $21K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 500 | $20K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.1% | 500 | $20K |
| Tobam | 0.01% | Reduce -55.6% | 472 | $19K |
| Gold Investment Management Ltd. | 0.01% | No change | 445 | $18K |
| Trust Co. of Toledo NA | 0.00% | New | 432 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 432 | $18K |
| Larson Financial Group LLC | 0.00% | Add +96.8% | 429 | $18K |
| JNBA Financial Advisors | 0.00% | New | 410 | $17K |
| Manchester Capital Management LLC | 0.00% | No change | 398 | $16K |
| Lanark Financial, Inc. | 0.00% | Add +3.4% | 401 | $16K |
| Arax Advisory Partners | 0.00% | Add +23.3% | 307 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Add +33.1% | 346 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 340 | $14K |
| Meeder Asset Management Inc. | 0.00% | Add +150.0% | 320 | $13K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +33.5% | 291 | $12K |
| SouthState Bank Corp | 0.00% | Add +5.0% | 271 | $11K |
| Covestor Ltd | 0.01% | Reduce -2.5% | 270 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 250 | $10K |
| DT Investment Partners, LLC | 0.00% | No change | 224 | $9K |
| Wolff Wiese Magana LLC | 0.01% | Add +17.1% | 219 | $9K |
| Summit Securities Group LLC | 0.00% | New | 203 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 217 | $8K |
| First Horizon Advisors, Inc. | 0.00% | No change | 200 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 200 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 191 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.8% | 157 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 155 | $6K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 144 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 135 | $6K |
| MAI Capital Management | 0.00% | Add +138.2% | 131 | $5K |
| Investors Research Corp | 0.00% | No change | 130 | $5K |
| GW&K Investment Management, LLC | 0.00% | Add +117.7% | 111 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -87.8% | 118 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 111 | $5K |
| Dogwood Wealth Management LLC | 0.00% | New | 110 | $5K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 100 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 103 | $4K |
| Main Street Group, LTD | 0.00% | Reduce -74.9% | 95 | $4K |
| IMG Wealth Management, Inc. | 0.00% | New | 81 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +44.4% | 78 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 74 | $3K |
| NewSquare Capital LLC | 0.00% | Reduce -34.5% | 74 | $3K |
| Smithfield Trust Co | 0.00% | No change | 70 | $3K |
| MV Capital Management, Inc. | 0.00% | Reduce -17.4% | 71 | $3K |
| Solstein Capital, LLC | 0.00% | New | 69 | $3K |
| Kessler Investment Group, LLC | 0.00% | No change | 68 | $3K |
| Howard Hughes Medical Institute | 0.00% | New | 65 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.6% | 62 | $3K |
| Sachetta, LLC | 0.00% | Add +1.6% | 62 | $3K |
| Essential Partners LLC | 0.00% | — | 60 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 59 | $2K |
| Grove Bank & Trust | 0.00% | Add +40.0% | 56 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| Horizon Financial Services, LLC | 0.00% | Add +100.0% | 50 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 38 | $2K |
| Kilter Group LLC | 0.00% | New | 40 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 40 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 39 | $2K |
| ORG Partners LLC | 0.00% | New | 39 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -53.6% | 39 | $2K |
| Spire Wealth Management | 0.00% | Reduce -96.5% | 27 | $1K |
| Rossby Financial, LCC | 0.00% | New | 26 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 27 | $1K |
| Dunhill Financial, LLC | 0.00% | Reduce -43.2% | 25 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -28.6% | 25 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -13.6% | 19 | $1K |
| Harbor Asset Planning, Inc. | 0.00% | — | 24 | $980 |
| Stephens Consulting, LLC | 0.00% | New | 24 | $980 |
| Abound Wealth Management | 0.00% | No change | 23 | $947 |
| Nvwm, LLC | 0.00% | Add +100.0% | 20 | $817 |
| Colonial Trust Co / SC | 0.00% | Add +280.0% | 19 | $776 |
| Signature Resources Capital Management, LLC | 0.00% | New | 16 | $653 |
| Clark Wealth Partners | 0.00% | Add +15.4% | 15 | $612 |
| American Capital Advisory, LLC | 0.00% | New | 14 | $572 |
| Bell Investment Advisors, Inc | 0.00% | No change | 14 | $572 |
| Tortoise Investment Management, LLC | 0.00% | New | 13 | $531 |
| Hughes Financial Services, LLC | 0.00% | New | 13 | $498 |
| Activest Wealth Management | 0.00% | Reduce -14.3% | 12 | $490 |
| Principia Wealth Advisory, LLC | 0.00% | Add +10.0% | 11 | $449 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -21.4% | 11 | $449 |
| Sound Income Strategies, LLC | 0.00% | New | 10 | $408 |
| Sierra Ocean, LLC | 0.00% | No change | 8 | $339 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 8 | $327 |
| Zions Bancorporation, National Association | 0.00% | No change | 7 | $286 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 6 | $245 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -83.3% | 6 | $245 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $204 |
| High Note Wealth, LLC | 0.00% | No change | 3 | $122 |
| Ameritas Advisory Services, LLC | 0.00% | New | 3 | $122 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 3 | $122 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $82 |
| Kiker Wealth Management, LLC | 0.00% | Reduce -100.0% | 1 | $21 |
| Avion Wealth | 0.00% | No change | 14 | $0 |
| Hemington Wealth Management | 0.00% | No change | 17 | $0 |
"% of holder's portfolio" is UDR's weight in each manager's 13F, not the share of Udr Inc. the manager owns.