UdrUDR
13F holders, Q3 2025 (September 30)511holders −14
42new positions
57sold out
7famous investors
$37.30avg. 13F price*
At the end of Q3 2025, 511 institutions reported holding Udr Inc. (UDR) in their 13F filings, down 14 from Q2 2025. 42 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.2B) and Cohen & Steers, Inc. ($988.8M). 7 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 Israel Englander (0.0% of Millennium 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $137.4M |
| Exits | 57 | $154.2M |
All 13F filers, Q2 2025 → Q3 2025: 17,594,835 shares bought and 17,527,027 shares sold, net +67,808 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.7% | 50,296,645 | $1.9B |
| BlackRock, Inc. | 0.02% | Add +0.5% | 32,769,460 | $1.2B |
| Cohen & Steers, Inc. | 1.78% | Add +1.7% | 26,539,436 | $988.8M |
| State Street Corp. | 0.03% | Add +2.2% | 21,894,906 | $815.8M |
| FMR LLC | 0.03% | Add +5.4% | 15,810,796 | $589.1M |
| Capital Research Global Investors | 0.10% | Reduce -9.8% | 14,486,692 | $539.8M |
| Invesco Ltd. | 0.06% | Add +5.2% | 10,316,113 | $384.4M |
| Centersquare Investment Management LLC | 3.29% | Reduce -1.5% | 8,796,358 | $327.8M |
| Geode Capital Management, LLC | 0.02% | Add +1.3% | 8,473,451 | $314.5M |
| Wellington Management Group LLP | 0.04% | Reduce -2.3% | 6,575,868 | $245.0M |
| Daiwa Securities Group Inc. | 0.70% | Add +5.7% | 5,518,629 | $205.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.0% | 4,713,467 | $175.6M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.4% | 4,621,370 | $172.2M |
| Northern Trust Corp. | 0.02% | Reduce -2.3% | 4,557,636 | $169.8M |
| CBRE Investment Management Listed Real Assets LLC | 2.33% | Add +38.6% | 4,366,607 | $162.7M |
| Prudential Financial Inc. | 0.18% | Add +706.8% | 4,008,828 | $149.4M |
| PGGM Investments | 2.40% | Add +8.2% | 3,979,355 | $148.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.5% | 3,764,120 | $140.3M |
| Legal & General Group Plc | 0.03% | Reduce -5.7% | 3,089,959 | $115.1M |
| Morgan Stanley | 0.01% | Add +8.3% | 2,801,842 | $104.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.4% | 2,122,238 | $79.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +1.5% | 2,093,884 | $78.0M |
| Balyasny Asset Management L.P. | 0.16% | New | 2,023,778 | $75.4M |
| APG Asset Management US Inc. | 0.45% | No change | 1,645,459 | $60.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -29.2% | 1,570,850 | $58.5M |
| Barclays PLC | 0.02% | Add +12.5% | 1,325,250 | $49.4M |
| Qube Research & Technologies Ltd | 0.07% | Add +203.5% | 1,316,800 | $49.1M |
| UBS Group AG | 0.01% | Add +10.0% | 1,264,889 | $47.1M |
| Bank of America Corp. | 0.00% | Add +29.0% | 1,254,875 | $46.8M |
| Lasalle Investment Management Securities LLC | 1.81% | Add +7.6% | 1,235,105 | $46.0M |
| Janus Henderson Group PLC | 0.02% | Reduce -0.4% | 1,206,013 | $44.9M |
| Sei Investments Co. | 0.05% | Reduce -5.0% | 1,180,983 | $44.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.9% | 1,137,284 | $42.4M |
| Engineers Gate Manager LP | 0.48% | Reduce -4.5% | 1,133,819 | $42.2M |
| Nuveen, LLC | 0.01% | Reduce -53.7% | 1,129,894 | $42.1M |
| HSBC Holdings PLC | 0.02% | Add +25.8% | 1,056,007 | $39.3M |
| Deutsche Bank AG | 0.01% | Add +0.1% | 1,054,308 | $39.3M |
| Russell Investments Group, Ltd. | 0.04% | Add +20.6% | 929,767 | $34.6M |
| Swiss National Bank | 0.02% | Reduce -4.8% | 907,000 | $33.8M |
| Renaissance Technologies | 0.04% | Add +6.7% | 900,036 | $33.5M |
| Neuberger Berman Group LLC | 0.02% | Add +7.4% | 896,992 | $33.4M |
| State of Tennessee, Department of Treasury | 0.11% | Add +23.8% | 856,214 | $31.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +1.6% | 816,012 | $30.4M |
| Schroder Investment Management Group | 0.02% | Reduce -19.8% | 746,078 | $27.6M |
| Utah Retirement Systems | 0.26% | No change | 724,184 | $27.0M |
| Amundi | 0.01% | Reduce -12.6% | 747,220 | $26.9M |
| ExodusPoint Capital Management, LP | 0.37% | Add +731.6% | 715,563 | $26.7M |
| Rhumbline Advisers | 0.02% | Reduce -2.4% | 684,636 | $25.5M |
| STRS Ohio | 0.09% | Reduce -13.1% | 661,092 | $24.6M |
| American Century Companies Inc. | 0.01% | Reduce -0.8% | 642,425 | $23.9M |
| Asset Management One Co., Ltd. | 0.07% | Reduce -0.3% | 635,056 | $23.7M |
| California Public Employees Retirement System | 0.01% | Add +6.2% | 619,052 | $23.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +4.9% | 618,240 | $22.8M |
| Citigroup Inc. | 0.02% | Add +21.8% | 596,869 | $22.2M |
| BNP Paribas Financial Markets | 0.02% | Add +15.0% | 555,343 | $20.7M |
| Rakuten Investment Management, Inc. | 0.07% | — | 44,693 | $20.6M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +2.9% | 548,800 | $20.4M |
| California State Teachers Retirement System | 0.02% | Add +2.5% | 540,568 | $20.1M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -0.5% | 529,497 | $19.7M |
| Principal Financial Group Inc. | 0.01% | Add +3.4% | 502,263 | $18.7M |
| Allianz Asset Management GmbH | 0.02% | Add +11.2% | 498,422 | $18.6M |
| Investure, LLC | 1.14% | No change | 493,909 | $18.4M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Add +10.8% | 444,768 | $16.6M |
| Presima Securities ULC | 4.46% | Reduce -18.9% | 435,403 | $16.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.2% | 435,004 | $16.2M |
| Aberdeen Group plc | 0.03% | Add +3.4% | 433,922 | $16.0M |
| Bank of Montreal | 0.01% | Add +6.6% | 413,122 | $15.4M |
| LMR Partners LLP | 0.29% | New | 408,463 | $15.2M |
| State of Wisconsin Investment Board | 0.03% | Add +8.5% | 403,913 | $15.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 401,440 | $15.0M |
| Millennium Management | 0.01% | Add +2678.9% | 401,383 | $15.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +30.5% | 399,500 | $14.9M |
| Hudson Bay Capital Management LP | 0.10% | Reduce -50.7% | 389,844 | $14.5M |
| AXA Investment Managers S.A. | 0.04% | — | 364,651 | $13.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.08% | No change | 345,110 | $12.9M |
| Lighthouse Investment Partners, LLC | 0.46% | New | 341,000 | $12.7M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -2.6% | 324,372 | $12.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -4.2% | 319,441 | $11.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -0.9% | 316,896 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +8.2% | 351,139 | $11.7M |
| AQR Capital Management | 0.01% | Reduce -36.1% | 306,722 | $11.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -3.1% | 299,940 | $11.2M |
| Korea Investment CORP | 0.02% | Add +65.8% | 289,012 | $10.8M |
| Sophron Capital Management L.P. | 3.30% | Add +367.8% | 287,352 | $10.7M |
| New York State Teachers Retirement System | 0.02% | Add +10.1% | 283,647 | $10.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.05% | Reduce -52.6% | 274,507 | $10.2M |
| APG Asset Management N.V. | 0.03% | Reduce -0.6% | 303,400 | $9.6M |
| Carronade Capital Management, LP | 1.00% | No change | 258,116 | $9.6M |
| OMERS ADMINISTRATION Corp | 0.07% | No change | 244,799 | $9.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.6% | 242,075 | $9.0M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.2% | 235,919 | $8.8M |
| Pacific Heights Asset Management LLC | 0.37% | Add +80.0% | 225,000 | $8.4M |
| Aew Capital Management L P | 0.46% | Reduce -54.1% | 219,300 | $8.2M |
| Aviva PLC | 0.01% | Add +1.1% | 217,636 | $8.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +67.8% | 216,105 | $8.1M |
| Danske Bank A/S | 0.02% | Add +19.5% | 213,034 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +39.3% | 209,887 | $7.8M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 209,493 | $7.7M |
| Evergreen Capital Management LLC | 0.18% | Add +70.8% | 206,399 | $7.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.6% | 203,309 | $7.6M |
| State of Alaska, Department of Revenue | 0.07% | Reduce -0.7% | 194,045 | $7.2M |
| National Bank of Canada | 0.01% | Reduce -11.6% | 186,268 | $6.9M |
| Davis Selected Advisers | 0.04% | Add +14.9% | 186,190 | $6.9M |
| Hudson Edge Investment Partners Inc. | 1.11% | Add +29.1% | 183,962 | $6.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.0% | 180,785 | $6.7M |
| Toronto Dominion Bank | 0.01% | Reduce -0.9% | 180,622 | $6.7M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +5.3% | 181,150 | $6.7M |
| Franklin Resources Inc. | 0.00% | Reduce -4.0% | 178,661 | $6.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.3% | 176,321 | $6.6M |
| Citadel Advisors | 0.01% | New | 170,957 | $6.4M |
| Van Eck Associates Corp. | 0.01% | Add +9.1% | 167,600 | $6.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.16% | Add +318.9% | 166,546 | $6.2M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -1.5% | 161,576 | $6.0M |
| B&I Capital AG | 2.01% | Reduce -17.4% | 155,770 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +20.4% | 152,912 | $5.7M |
| UniSuper Management Pty Ltd | 0.03% | Add +7.3% | 152,473 | $5.7M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.8% | 148,526 | $5.5M |
| Calamos Advisors LLC | 0.03% | No change | 146,244 | $5.4M |
| TD Asset Management Inc | 0.00% | Reduce -4.9% | 146,061 | $5.4M |
| Vert Asset Management LLC | 1.78% | Add +3.1% | 142,085 | $5.3M |
| GSI Capital Advisors LLC | 2.91% | New | 138,203 | $5.1M |
| Gotham Asset Management | 0.02% | Add +71.2% | 137,094 | $5.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.5% | 135,206 | $5.0M |
| Holocene Advisors, LP | 0.01% | Add +8.6% | 133,422 | $5.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +0.6% | 133,004 | $5.0M |
| Nekton Capital Ltd. | 10.00% | Add +46.4% | 132,565 | $4.9M |
| LPL Financial LLC | 0.00% | Add +7.3% | 131,767 | $4.9M |
| Storebrand Asset Management As | 0.01% | Add +0.2% | 130,108 | $4.8M |
| Natixis Advisors, LLC | 0.01% | Reduce -27.6% | 127,358 | $4.7M |
| Centiva Capital, LP | 0.44% | New | 126,410 | $4.7M |
| Investment Management Corp of Ontario | 0.07% | Add +6.0% | 124,521 | $4.6M |
| Exchange Traded Concepts, LLC | 0.04% | Add +1534.3% | 121,556 | $4.5M |
| CIBC Bancorp USA Inc. | 0.03% | — | 121,322 | $4.5M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +164.2% | 117,680 | $4.4M |
| IFM Investors Pty Ltd | 0.04% | Add +0.2% | 116,378 | $4.3M |
| KLP Kapitalforvaltning As | 0.02% | Reduce -4.4% | 114,993 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.1% | 114,912 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.4% | 111,875 | $4.2M |
| Corsicana & Co. | 2.32% | — | 110,713 | $4.1M |
| Canada Pension Plan Investment Board | 0.00% | No change | 109,500 | $4.1M |
| Cerity Partners LLC | 0.01% | Reduce -12.2% | 106,230 | $4.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +3.6% | 104,285 | $3.9M |
| Dover Advisors, LLC | 1.45% | Add +450.3% | 97,924 | $3.6M |
| Wolverine Asset Management LLC | 0.25% | Add +91.9% | 97,312 | $3.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -16.9% | 96,941 | $3.6M |
| Land & Buildings Investment Management, LLC | 0.66% | New | 95,892 | $3.6M |
| Aurora Investment Managers, LLC. | 1.89% | Add +1.8% | 93,439 | $3.5M |
| Arizona State Retirement System | 0.02% | Add +1.1% | 92,938 | $3.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -24.7% | 92,213 | $3.4M |
| KBC Group NV | 0.01% | Reduce -10.0% | 91,805 | $3.4M |
| FIL Ltd | 0.00% | Add +9.3% | 89,667 | $3.3M |
| Abc Arbitrage SA | 0.33% | Reduce -0.5% | 89,428 | $3.3M |
| Baron Capital (BAMCO) | 0.01% | No change | 88,575 | $3.3M |
| Quantinno Capital Management LP | 0.01% | Add +84.7% | 87,369 | $3.3M |
| Sterling Capital Management LLC | 0.05% | Add +15.2% | 87,250 | $3.3M |
| Credit Agricole S A | 0.01% | — | 86,353 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.4% | 85,736 | $3.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.4% | 84,587 | $3.2M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -0.5% | 83,702 | $3.1M |
| Cibc World Market Inc. | 0.01% | No change | 82,000 | $3.1M |
| Handelsbanken Fonder AB | 0.01% | No change | 81,800 | $3.0M |
| State of Michigan Retirement System | 0.01% | Reduce -0.5% | 81,545 | $3.0M |
| Metis Global Partners, LLC | 0.07% | Add +28.5% | 78,233 | $2.9M |
| Czech National Bank | 0.02% | Add +3.9% | 76,582 | $2.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 74,000 | $2.8M |
| Ieq Capital, LLC | 0.01% | Reduce -1.4% | 73,326 | $2.7M |
| New York Life Investment Management LLC | 0.02% | Reduce -1.4% | 72,606 | $2.7M |
| Los Angeles Capital Management LLC | 0.01% | Add +421.1% | 70,091 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -27.4% | 67,290 | $2.5M |
| NEOS Investment Management LLC | 0.02% | Add +68.7% | 66,794 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.6% | 66,157 | $2.5M |
| Polymer Capital Management (US) LLC | 0.32% | New | 65,098 | $2.4M |
| Public Sector Pension Investment Board | 0.01% | Add +5.0% | 65,029 | $2.4M |
| Graham Capital Wealth Management, LLC | 2.48% | Reduce -0.5% | 64,982 | $2.4M |
| Forsta Ap-Fonden | 0.01% | Add +10.2% | 64,900 | $2.4M |
| ProShare Advisors LLC | 0.01% | Add +3.6% | 64,476 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Add +82.3% | 63,227 | $2.4M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -4.9% | 62,356 | $2.3M |
| Waterfall Asset Management, LLC | 3.62% | New | 62,000 | $2.3M |
| SG Americas Securities, LLC | 0.01% | Add +131.7% | 61,542 | $2.3M |
| DNB Asset Management AS | 0.01% | Add +12.6% | 61,352 | $2.3M |
| Oak Thistle LLC | 0.34% | New | 60,732 | $2.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -6.8% | 59,873 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -1.8% | 59,060 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -30.3% | 56,184 | $2.1M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +75.5% | 55,497 | $2.1M |
| Xponance LLC | 0.02% | Reduce -15.2% | 54,392 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +7.3% | 53,300 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -56.7% | 52,445 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 52,311 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +5.2% | 51,398 | $1.9M |
| GRS Advisors, LLC | 0.18% | No change | 51,016 | $1.9M |
| Inspire Trust Co, N.A. | 0.34% | Add +25.0% | 50,000 | $1.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -14.3% | 49,420 | $1.8M |
| Spirit of America Management Corp. | 0.37% | No change | 48,850 | $1.8M |
| Swedbank AB | 0.00% | Add +0.9% | 47,669 | $1.8M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -1.4% | 46,277 | $1.7M |
| HGI Capital Management, LLC | 4.66% | Reduce -57.6% | 45,536 | $1.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -8.6% | 45,236 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -61.3% | 45,019 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.9% | 44,669 | $1.7M |
| Dark Forest Capital Management LP | 0.06% | Reduce -65.8% | 43,381 | $1.6M |
| CIBC Asset Management Inc | 0.00% | Add +0.1% | 42,675 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +113.1% | 42,102 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -13.7% | 41,220 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.9% | 41,083 | $1.5M |
| Consolidated Investment Group LLC | 0.19% | New | 41,000 | $1.5M |
| Rafferty Asset Management, LLC | 0.00% | Add +6.1% | 40,551 | $1.5M |
| Inspire Investing, LLC | 0.15% | Add +3.9% | 40,167 | $1.5M |
| Pensionfund PDN | 0.97% | No change | 40,105 | $1.5M |
| Woodline Partners LP | 0.01% | Reduce -97.5% | 39,776 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +105.5% | 39,378 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.6% | 38,832 | $1.4M |
| Kepler Cheuvreux (Suisse) SA | 0.08% | — | 38,459 | $1.4M |
| Telos Capital Management, Inc. | 0.14% | Add +7.2% | 38,102 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +43.5% | 38,058 | $1.4M |
| Bank of Nova Scotia | 0.00% | Add +18.1% | 37,816 | $1.4M |
| Knights of Columbus Asset Advisors LLC | 0.08% | Reduce -3.4% | 37,327 | $1.4M |
| OP Asset Management Ltd | 0.02% | No change | 36,048 | $1.3M |
| Tredje AP-fonden | 0.01% | Add +43.0% | 35,746 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.8% | 34,464 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +31.9% | 34,371 | $1.3M |
| Nordea Investment Management AB | 0.00% | Add +8.2% | 34,410 | $1.3M |
| Harvest Portfolios Group Inc. | 0.02% | Reduce -19.4% | 33,838 | $1.3M |
| Magnetar Financial LLC | 0.01% | Add +344.9% | 33,232 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +2.0% | 32,994 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +1.8% | 32,744 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | Reduce -6.5% | 32,688 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.5% | 32,684 | $1.2M |
| Norinchukin Bank, The | 0.02% | Add +0.4% | 32,668 | $1.2M |
| Freestone Grove Partners LP | 0.01% | New | 32,506 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +32.2% | 32,330 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 31,679 | $1.2M |
| Brookstone Capital Management | 0.01% | No change | 29,367 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 29,333 | $1.1M |
| Allstate Corp. | 0.02% | Add +116.0% | 28,979 | $1.1M |
| MQS Management LLC | 0.63% | Reduce -14.0% | 28,953 | $1.1M |
| XTX Topco Ltd | 0.06% | Add +61.3% | 28,950 | $1.1M |
| Uniplan Investment Counsel, Inc. | 0.11% | Reduce -2.4% | 28,664 | $1.1M |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -91.2% | 28,240 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.2% | 27,845 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -49.5% | 27,389 | $1.0M |
| Ossiam | 0.01% | Reduce -7.1% | 27,315 | $1.0M |
| Versor Investments LP | 0.18% | Reduce -13.1% | 26,345 | $982K |
| Creative Planning | 0.00% | Add +28.0% | 25,966 | $967K |
| Vident Advisory, LLC | 0.01% | Reduce -17.8% | 23,855 | $889K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 23,750 | $885K |
| Vanderbilt University | 0.15% | Reduce -44.6% | 23,667 | $882K |
| Intech Investment Management LLC | 0.01% | Reduce -0.0% | 23,574 | $878K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,550 | $878K |
| London Co. of Virginia | 0.00% | No change | 23,373 | $871K |
| Mizuho Securities USA LLC | 0.02% | Add +5.4% | 21,961 | $869K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.0% | 23,241 | $866K |
| Verition Fund Management LLC | 0.01% | Add +204.9% | 22,953 | $855K |
| Bridgefront Capital, LLC | 0.25% | Add +27.1% | 22,731 | $847K |
| Generali Asset Management SPA SGR | 0.02% | Add +5.4% | 22,705 | $846K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -1.4% | 22,014 | $820K |
| Fifth Third Bancorp | 0.00% | Reduce -4.7% | 22,006 | $820K |
| Pensionfund Sabic | 0.21% | No change | 20,888 | $778K |
| Captrust Financial Advisors | 0.00% | Reduce -4.9% | 20,788 | $775K |
| Kentucky Retirement Systems | 0.02% | Reduce -1.4% | 20,741 | $773K |
| Heritage Wealth Advisors | 0.03% | No change | 19,913 | $742K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.6% | 19,462 | $726K |
| Naviter Wealth, LLC | 0.08% | Add +0.8% | 19,257 | $718K |
| DoubleLine ETF Adviser LP | 0.21% | Add +6.1% | 18,817 | $701K |
| Andra AP-fonden | 0.01% | Reduce -93.0% | 18,681 | $696K |
| Tidal Investments LLC | 0.00% | Reduce -7.8% | 18,455 | $688K |
| Atria Investments, Inc | 0.01% | Reduce -17.0% | 17,729 | $661K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -26.6% | 17,721 | $660K |
| Pathstone Holdings, LLC | 0.00% | Reduce -46.7% | 17,602 | $656K |
| Hartford Investment Management Co. | 0.02% | Reduce -2.7% | 17,592 | $655K |
| Longfellow Investment Management Co. LLC | 0.16% | Add +84.3% | 17,569 | $655K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.07% | Reduce -0.7% | 17,550 | $654K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -25.0% | 17,343 | $646K |
| Invst, LLC | 0.07% | Reduce -0.4% | 16,752 | $624K |
| Arax Advisory Partners | 0.01% | Add +5301.0% | 16,581 | $618K |
| Bayesian Capital Management, LP | 0.13% | New | 16,500 | $615K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -4.6% | 16,275 | $606K |
| CPA Asset Management Group, LLC | 0.23% | Reduce -32.2% | 16,058 | $598K |
| Nomura Holdings Inc. | 0.00% | New | 16,043 | $598K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +0.1% | 15,937 | $594K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.6% | 15,800 | $589K |
| Boothbay Fund Management, LLC | 0.02% | New | 15,778 | $588K |
| Clearstead Advisors, LLC | 0.01% | Add +1158.5% | 15,631 | $582K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.4% | 15,424 | $575K |
| Maryland State Retirement & Pension System | 0.01% | No change | 15,343 | $572K |
| Pacific Sun Financial Corp | 0.28% | Add +22.4% | 15,311 | $570K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.7% | 15,188 | $566K |
| GC Wealth Management RIA, LLC | 0.02% | Add +29.9% | 15,014 | $559K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -32.1% | 14,940 | $557K |
| Scientech Research LLC | 0.19% | Reduce -3.7% | 14,893 | $555K |
| Securian Asset Management, Inc. | 0.01% | Reduce -7.2% | 14,504 | $540K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 14,878 | $538K |
| Vinva Investment Management Ltd | 0.01% | Reduce -6.9% | 14,543 | $537K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +0.4% | 14,194 | $529K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -5.2% | 14,140 | $527K |
| Quadrant Capital Group LLC | 0.02% | Add +0.1% | 14,094 | $525K |
| iA Global Asset Management Inc. | 0.01% | Reduce -33.8% | 13,718 | $511K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -2.9% | 13,600 | $507K |
| Brooklyn Investment Group | 0.07% | No change | 12,145 | $494K |
| FORA Capital, LLC | 0.09% | Add +49.8% | 12,915 | $481K |
| Keybank National Association | 0.00% | Add +0.3% | 12,743 | $475K |
| Corient Private Wealth LP | 0.00% | Add +19.1% | 12,640 | $471K |
| Partners in Financial Planning | 0.08% | No change | 12,368 | $461K |
| Penserra Capital Management LLC | 0.01% | No change | 12,264 | $456K |
| Virtu Financial LLC | 0.03% | New | 12,167 | $453K |
| Cary Street Partners Financial LLC | 0.01% | Add +4.3% | 12,153 | $453K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -55.8% | 11,936 | $445K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.1% | 12,006 | $443K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.4% | 11,772 | $439K |
| Hummer Financial Advisory Services Inc | 0.32% | No change | 11,722 | $437K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.8% | 11,716 | $437K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -30.8% | 11,462 | $427K |
| Guggenheim Capital LLC | 0.00% | Reduce -22.6% | 11,370 | $424K |
| Jane Street Group, LLC | 0.00% | New | 11,007 | $410K |
| Stifel Financial Corp. | 0.00% | Add +1.7% | 10,332 | $385K |
| SummitTX Capital, L.P. | 0.02% | Reduce -81.3% | 10,315 | $384K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.3% | 10,103 | $376K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 10,050 | $374K |
| Callodine Capital Management, LP | 0.03% | New | 10,000 | $373K |
| Groupama Asset Managment | 0.01% | Reduce -76.5% | 9,975 | $372K |
| Wealthfront Advisers LLC | 0.00% | Reduce -86.4% | 9,933 | $370K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.1% | 9,611 | $358K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.8% | 9,576 | $357K |
| Bessemer Group Inc. | 0.00% | Reduce -3.8% | 9,544 | $354K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.7% | 9,371 | $339K |
| NorthRock Partners, LLC | 0.01% | Add +64.3% | 9,016 | $336K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +43.3% | 8,977 | $334K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -1.6% | 8,901 | $332K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -2.6% | 8,694 | $324K |
| Medallion Wealth Advisors, LLC | 0.11% | No change | 8,447 | $315K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 8,420 | $314K |
| TCV Trust & Wealth Management, Inc. | 0.03% | Reduce -5.2% | 8,375 | $312K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -5.0% | 8,272 | $308K |
| One Capital Management, LLC | 0.01% | No change | 8,215 | $306K |
| Mufg Securities Americas Inc. | 0.02% | Add +21.7% | 8,131 | $303K |
| Squarepoint Ops LLC | 0.00% | Reduce -6.5% | 8,043 | $300K |
| DRW Securities, LLC | 0.02% | New | 8,007 | $299K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -11.1% | 7,980 | $297K |
| GAMMA Investing LLC | 0.02% | Reduce -10.5% | 7,951 | $296K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 7,949 | $296K |
| Ostrum Asset Management | 0.01% | Reduce -57.0% | 7,676 | $286K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -19.1% | 7,565 | $282K |
| Empowered Funds, LLC | 0.00% | Add +4.2% | 7,511 | $280K |
| Capital Management Corp. | 0.04% | Reduce -0.1% | 7,501 | $279K |
| Praxis Investment Management Inc. | 0.02% | Reduce -27.2% | 7,223 | $269K |
| PEAK6 LLC | 0.01% | Add +62.3% | 7,179 | $267K |
| PFG Private Wealth Management, LLC | 0.11% | New | 6,766 | $252K |
| Integrity Wealth Solutions LLC | 0.11% | No change | 6,766 | $252K |
| IRON Financial LLC | 0.12% | Reduce -66.2% | 6,678 | $249K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 6,577 | $245K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -31.2% | 6,423 | $239K |
| Verus Financial Partners, Inc. | 0.02% | Add +0.4% | 6,400 | $238K |
| M&T Bank Corp | 0.00% | Reduce -82.3% | 6,142 | $229K |
| Leavell Investment Management, Inc. | 0.01% | No change | 6,012 | $224K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.9% | 6,006 | $224K |
| Winebrenner Capital Management LLC | 0.16% | No change | 6,000 | $224K |
| Chesapeake Wealth Management | 0.07% | No change | 5,857 | $218K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +3.9% | 5,831 | $217K |
| MUFG Securities EMEA plc | 0.01% | Add +550.6% | 5,771 | $215K |
| AlTi Global, Inc. | 0.01% | Add +0.2% | 5,724 | $213K |
| Cetera Trust Company, N.A | 0.12% | No change | 5,705 | $213K |
| US Bancorp \de | 0.00% | Add +17.7% | 5,581 | $208K |
| National Pension Service | 0.00% | Add +8.3% | 5,439 | $203K |
| Tema ETFs LLC | 0.02% | New | 5,397 | $201K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -5.4% | 5,248 | $196K |
| Quarry LP | 0.05% | New | 5,241 | $195K |
| Vestcor Inc | 0.01% | No change | 4,664 | $174K |
| Horizon Investments, LLC | 0.00% | Reduce -68.8% | 4,646 | $171K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 4,335 | $161K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -1.6% | 4,296 | $160K |
| CIBC Private Wealth Group LLC | 0.00% | Add +36.5% | 4,138 | $154K |
| Parallel Advisors, LLC | 0.00% | Reduce -10.5% | 3,881 | $145K |
| Westpac Banking Corp. | 0.01% | Reduce -3.5% | 3,829 | $143K |
| Cwm, LLC | 0.00% | Reduce -34.7% | 3,793 | $141K |
| Signaturefd, LLC | 0.00% | Reduce -2.3% | 3,567 | $133K |
| Advisory Services Network, LLC | 0.00% | New | 3,553 | $132K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,321 | $124K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 3,335 | $123K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,242 | $121K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,846 | $106K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1,965 | $85K |
| Caitong International Asset Management Co., Ltd | 0.06% | Add +41.3% | 2,229 | $83K |
| Assetmark, Inc. | 0.00% | Add +44.3% | 2,181 | $81K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,161 | $81K |
| Whittier Trust Co. | 0.00% | Reduce -12.4% | 2,187 | $80K |
| Addison Advisors LLC | 0.02% | Reduce -3.3% | 2,090 | $78K |
| CX Institutional | 0.00% | Reduce -35.1% | 1,993 | $74K |
| CI Investments Inc. | 0.00% | Reduce -32.5% | 1,880 | $70K |
| Huntington National Bank | 0.00% | Add +56.1% | 1,753 | $65K |
| Crews Bank & Trust | 0.01% | No change | 1,742 | $65K |
| AlphaQuest LLC | 0.00% | Add +84.6% | 1,510 | $56K |
| Allworth Financial LP | 0.00% | Reduce -17.8% | 1,478 | $55K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,349 | $50K |
| Wiser Advisor Group LLC | 0.06% | New | 1,320 | $49K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,296 | $48K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.8% | 1,289 | $48K |
| Bayforest Capital Ltd | 0.02% | Reduce -79.7% | 1,272 | $47K |
| Private Trust Co. NA | 0.00% | Reduce -1.3% | 1,081 | $40K |
| Principal Securities, Inc. | 0.00% | Reduce -9.3% | 1,047 | $39K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 980 | $37K |
| Jones Financial Companies LLLP | 0.00% | Reduce -15.3% | 963 | $36K |
| UMB Bank, n.a. | 0.00% | Reduce -13.5% | 916 | $34K |
| Hanson & Doremus Investment Management | 0.00% | No change | 918 | $34K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +49.8% | 905 | $34K |
| Versant Capital Management, Inc | 0.00% | Reduce -4.0% | 876 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.7% | 870 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.6% | 864 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Add +142.5% | 839 | $31K |
| CYBER HORNET ETFs LLC | 0.02% | Add +3.6% | 830 | $31K |
| Rothschild Investment LLC | 0.00% | Reduce -17.4% | 814 | $30K |
| Sentry Investment Management LLC | 0.02% | Reduce -20.0% | 830 | $30K |
| Fulcrum Asset Management LLP | 0.01% | No change | 801 | $30K |
| Cromwell Holdings LLC | 0.01% | Add +1.8% | 741 | $28K |
| TD Private Client Wealth LLC | 0.00% | Add +7.3% | 733 | $27K |
| Creative Financial Designs Inc. | 0.00% | Add +14000.0% | 705 | $26K |
| Hantz Financial Services, Inc. | 0.00% | Add +544.7% | 664 | $25K |
| Webster Bank, N. A. | 0.00% | No change | 648 | $24K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.4% | 634 | $24K |
| Mather Group, Llc. | 0.00% | New | 590 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -32.6% | 587 | $22K |
| Summit Securities Group LLC | 0.01% | Add +156.2% | 520 | $19K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 500 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 500 | $19K |
| CVA Family Office, LLC | 0.00% | Reduce -24.5% | 499 | $19K |
| Tobam | 0.01% | No change | 472 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -37.7% | 471 | $18K |
| Quent Capital, LLC | 0.00% | New | 447 | $17K |
| Gold Investment Management Ltd. | 0.01% | No change | 445 | $17K |
| Trust Co. of Toledo NA | 0.00% | No change | 432 | $16K |
| JNBA Financial Advisors | 0.00% | No change | 410 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 401 | $15K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -45.7% | 390 | $15K |
| Raiffeisen Bank International AG | 0.00% | New | 378 | $14K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -19.2% | 349 | $13K |
| Covestor Ltd | 0.01% | Add +6.3% | 287 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 250 | $9K |
| DT Investment Partners, LLC | 0.00% | No change | 224 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 216 | $8K |
| First Horizon Corp. | 0.00% | — | 200 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +25.5% | 197 | $7K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -12.8% | 191 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 191 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -47.2% | 169 | $6K |
| Horizon Financial Services, LLC | 0.00% | Add +232.0% | 166 | $6K |
| Wealthspire Advisors, LLC | 0.00% | New | 164 | $6K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +9.0% | 157 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -1.3% | 153 | $6K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 135 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 135 | $5K |
| Investors Research Corp | 0.00% | No change | 130 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +3933.3% | 121 | $5K |
| Sachetta, LLC | 0.00% | Add +93.5% | 120 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -60.5% | 115 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 111 | $4K |
| Main Street Group, LTD | 0.00% | No change | 95 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -21.2% | 93 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 81 | $3K |
| Smithfield Trust Co | 0.00% | No change | 70 | $3K |
| GW&K Investment Management, LLC | 0.00% | Reduce -17.1% | 92 | $3K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 78 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -81.2% | 75 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 74 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +9.7% | 68 | $3K |
| MV Capital Management, Inc. | 0.00% | Reduce -4.2% | 68 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 65 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -76.0% | 65 | $2K |
| Kozak & Associates, Inc. | 0.00% | Add +3.4% | 61 | $2K |
| Grove Bank & Trust | 0.00% | No change | 56 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 56 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 55 | $2K |
| MAI Capital Management | 0.00% | Reduce -58.0% | 55 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 54 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.3% | 52 | $2K |
| Johnson Financial Group, Inc. | 0.00% | New | 46 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $2K |
| Spire Wealth Management | 0.00% | Add +59.3% | 43 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 42 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 40 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 39 | $1K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -5.1% | 37 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 35 | $1K |
| Avion Wealth | 0.00% | Add +92.9% | 27 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -21.1% | 15 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 26 | $960 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 24 | $894 |
| Larson Financial Group LLC | 0.00% | Reduce -94.4% | 24 | $892 |
| Abound Wealth Management | 0.00% | No change | 23 | $864 |
| Essential Partners LLC | 0.00% | Reduce -68.3% | 19 | $708 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 16 | $596 |
| ORG Partners LLC | 0.00% | Reduce -59.0% | 16 | $596 |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -95.3% | 16 | $596 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -37.0% | 17 | $568 |
| Clark Wealth Partners | 0.00% | No change | 15 | $550 |
| Rise Advisors, LLC | 0.00% | New | 13 | $484 |
| Kilter Group LLC | 0.00% | Reduce -75.0% | 10 | $373 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $358 |
| Strengthening Families & Communities, LLC | 0.00% | New | 8 | $301 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 8 | $299 |
| Avalon Trust Co | 0.00% | New | 8 | $299 |
| Dunhill Financial, LLC | 0.00% | Reduce -72.0% | 7 | $271 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -36.4% | 7 | $261 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -46.1% | 7 | $261 |
| Zions Bancorporation, National Association | 0.00% | Reduce -14.3% | 6 | $224 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 6 | $224 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 5 | $187 |
| Activest Wealth Management | 0.00% | Reduce -58.3% | 5 | $186 |
| Hemington Wealth Management | 0.00% | Reduce -11.8% | 15 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is UDR's weight in each manager's 13F, not the share of Udr Inc. the manager owns.