UdrUDR
13F holders, Q4 2025 (December 31)525holders +14
63new positions
61sold out
5famous investors
$36.68avg. 13F price*
At the end of Q4 2025, 525 institutions reported holding Udr Inc. (UDR) in their 13F filings, up 14 from Q3 2025. 63 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.4B) and Norges Bank ($1.1B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Udr Inc.
- Sector
- Real Estate
- CUSIP
- 902653104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $231.8M |
| Exits | 61 | $110.4M |
All 13F filers, Q3 2025 → Q4 2025: 26,946,177 shares bought and 16,858,090 shares sold, net +10,088,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.8% | 49,902,666 | $1.8B |
| BlackRock, Inc. | 0.02% | Add +13.7% | 37,271,947 | $1.4B |
| Norges Bank | 0.12% | — | 29,492,515 | $1.1B |
| Cohen & Steers, Inc. | 1.61% | Reduce -8.6% | 24,263,583 | $890.0M |
| State Street Corp. | 0.03% | Add +0.1% | 21,912,413 | $803.7M |
| Capital Research Global Investors | 0.10% | Reduce -1.6% | 14,257,639 | $523.0M |
| FMR LLC | 0.03% | Reduce -11.9% | 13,934,308 | $511.1M |
| Invesco Ltd. | 0.04% | Reduce -0.4% | 10,276,001 | $376.9M |
| Centersquare Investment Management LLC | 3.40% | Add +6.7% | 9,389,350 | $344.4M |
| Geode Capital Management, LLC | 0.02% | Add +1.0% | 8,560,665 | $312.9M |
| Wellington Management Group LLP | 0.04% | Reduce -3.4% | 6,351,828 | $233.0M |
| Daiwa Securities Group Inc. | 0.62% | Reduce -5.8% | 5,196,447 | $190.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.8% | 4,941,636 | $181.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.8% | 4,704,492 | $172.6M |
| CBRE Investment Management Listed Real Assets LLC | 2.53% | Add +7.3% | 4,687,007 | $171.9M |
| Northern Trust Corp. | 0.02% | Reduce -1.1% | 4,505,739 | $165.3M |
| PGGM Investments | 2.40% | Add +3.9% | 4,133,474 | $151.6M |
| Rush Island Management, LP | 8.17% | New | 3,566,132 | $130.8M |
| Prudential Financial Inc. | 0.15% | Reduce -13.8% | 3,456,763 | $126.8M |
| Morgan Stanley | 0.01% | Add +21.9% | 3,416,662 | $125.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.0% | 3,348,659 | $122.8M |
| Legal & General Group Plc | 0.03% | Add +5.4% | 3,255,728 | $119.4M |
| Balyasny Asset Management L.P. | 0.21% | Add +45.3% | 2,941,013 | $107.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +70.2% | 2,673,154 | $98.1M |
| Bank of New York Mellon Corp | 0.01% | Add +8.5% | 2,302,323 | $84.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +5.6% | 2,210,652 | $81.1M |
| APG Asset Management US Inc. | 0.47% | No change | 1,645,459 | $60.4M |
| Deutsche Bank AG | 0.02% | Add +51.5% | 1,596,940 | $58.6M |
| Woodline Partners LP | 0.22% | Add +3852.9% | 1,572,297 | $57.7M |
| UBS Group AG | 0.01% | Add +23.4% | 1,561,266 | $57.3M |
| Bank of America Corp. | 0.00% | Add +23.5% | 1,549,244 | $56.8M |
| Lasalle Investment Management Securities LLC | 1.96% | Add +7.9% | 1,332,292 | $48.9M |
| Sei Investments Co. | 0.04% | Reduce -3.2% | 1,142,937 | $41.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.0% | 1,126,351 | $41.3M |
| Hudson Bay Capital Management LP | 0.25% | Add +182.3% | 1,100,339 | $40.4M |
| State of Tennessee, Department of Treasury | 0.13% | Add +24.1% | 1,062,428 | $39.5M |
| HSBC Holdings PLC | 0.02% | Add +1.2% | 1,068,843 | $39.2M |
| First Trust Advisors LP | 0.03% | Add +2187.1% | 1,029,621 | $37.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +11.8% | 911,921 | $33.5M |
| Amundi | 0.01% | Add +21.9% | 910,959 | $33.4M |
| Neuberger Berman Group LLC | 0.02% | Add +0.9% | 905,454 | $33.2M |
| STRS Ohio | 0.12% | Add +36.7% | 903,906 | $33.2M |
| GRS Advisors, LLC | 2.95% | Add +1657.2% | 896,430 | $32.9M |
| Apollo Management Holdings, L.P. | 0.38% | New | 885,490 | $32.5M |
| Swiss National Bank | 0.02% | Reduce -4.9% | 862,500 | $31.6M |
| Nuveen, LLC | 0.01% | Reduce -25.6% | 840,745 | $30.8M |
| Barclays PLC | 0.01% | Reduce -38.5% | 814,648 | $29.9M |
| Teacher Retirement System of Texas | 0.10% | Add +1766.8% | 769,497 | $28.2M |
| Ameriprise Financial Inc. | 0.01% | Add +118.8% | 768,199 | $28.2M |
| Lighthouse Investment Partners, LLC | 0.93% | Add +124.1% | 764,224 | $28.0M |
| Alyeska Investment Group, L.P. | 0.08% | New | 757,516 | $27.8M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -19.0% | 753,458 | $27.6M |
| Citigroup Inc. | 0.02% | Add +18.1% | 705,172 | $25.9M |
| Rhumbline Advisers | 0.02% | Reduce -0.8% | 678,909 | $24.9M |
| Schroder Investment Management Group | 0.02% | Reduce -12.7% | 651,571 | $24.1M |
| California Public Employees Retirement System | 0.01% | Add +3.5% | 640,708 | $23.5M |
| Asset Management One Co., Ltd. | 0.06% | Reduce -0.5% | 631,651 | $23.2M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +0.9% | 623,684 | $22.9M |
| Freestone Grove Partners LP | 0.16% | Add +1792.3% | 615,094 | $22.6M |
| BNP Paribas Financial Markets | 0.01% | Add +8.6% | 603,199 | $22.1M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +2.6% | 563,290 | $20.7M |
| American Century Companies Inc. | 0.01% | Reduce -13.2% | 557,351 | $20.4M |
| California State Teachers Retirement System | 0.02% | Add +1.9% | 550,718 | $20.2M |
| LMR Partners LLP | 0.25% | Add +30.8% | 534,450 | $19.6M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -1.4% | 522,273 | $19.2M |
| Principal Financial Group Inc. | 0.01% | Add +3.3% | 518,929 | $19.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +71.1% | 513,185 | $18.8M |
| Allianz Asset Management GmbH | 0.02% | Reduce -0.4% | 496,245 | $18.2M |
| Investure, LLC | 1.01% | No change | 493,909 | $18.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +14.4% | 456,973 | $16.8M |
| Renaissance Technologies | 0.03% | Reduce -51.1% | 440,398 | $16.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.4% | 436,710 | $16.0M |
| Aberdeen Group plc | 0.02% | Add +0.6% | 436,444 | $16.0M |
| Bank of Montreal | 0.01% | Add +4.3% | 430,984 | $15.8M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -3.1% | 430,861 | $15.8M |
| Gotham Asset Management | 0.05% | Add +185.8% | 391,764 | $14.4M |
| State of Wisconsin Investment Board | 0.03% | Reduce -3.7% | 389,140 | $14.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.0% | 385,340 | $14.1M |
| Korea Investment CORP | 0.03% | Add +28.9% | 372,512 | $13.7M |
| DigitalBridge Group, Inc. | 1.06% | New | 372,500 | $13.7M |
| AQR Capital Management | 0.01% | Add +19.1% | 365,325 | $13.4M |
| Citadel Advisors | 0.01% | Add +111.7% | 361,843 | $13.3M |
| Sophron Capital Management L.P. | 4.16% | Add +22.9% | 353,090 | $13.0M |
| Pacific Heights Asset Management LLC | 0.48% | Add +55.6% | 350,000 | $12.8M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -0.9% | 321,382 | $11.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -4.1% | 306,471 | $11.2M |
| New York State Teachers Retirement System | 0.02% | Add +0.8% | 285,995 | $10.5M |
| Danske Bank A/S | 0.02% | Add +25.2% | 266,733 | $9.8M |
| Carronade Capital Management, LP | 0.89% | Add +2.5% | 264,595 | $9.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -17.2% | 262,354 | $9.6M |
| SummitTX Capital, L.P. | 0.27% | Add +2284.0% | 245,911 | $9.0M |
| OMERS ADMINISTRATION Corp | 0.06% | No change | 244,799 | $9.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -81.5% | 243,919 | $8.9M |
| Exchange Traded Concepts, LLC | 0.07% | Add +99.3% | 242,254 | $8.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.4% | 241,116 | $8.8M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 209,493 | $8.8M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.6% | 232,046 | $8.5M |
| Aviva PLC | 0.01% | Add +5.8% | 230,286 | $8.4M |
| Aew Capital Management L P | 0.59% | Add +1.6% | 222,900 | $8.2M |
| Hudson Edge Investment Partners Inc. | 1.19% | Add +19.0% | 218,910 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 205,315 | $7.5M |
| Macquarie Group Ltd. | 0.03% | Add +1.0% | 205,312 | $7.5M |
| Boothbay Fund Management, LLC | 0.19% | Add +1143.0% | 196,113 | $7.2M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -0.5% | 193,165 | $7.1M |
| Callodine Capital Management, LP | 0.56% | Add +1800.0% | 190,000 | $7.0M |
| Presima Securities ULC | 4.00% | Reduce -56.6% | 188,943 | $6.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -1.5% | 178,000 | $6.5M |
| Toronto Dominion Bank | 0.01% | Reduce -2.0% | 177,062 | $6.5M |
| Van Eck Associates Corp. | 0.01% | Add +5.3% | 176,393 | $6.5M |
| New York State Common Retirement Fund | 0.01% | No change | 176,321 | $6.5M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -3.9% | 174,164 | $6.4M |
| B&I Capital AG | 2.24% | Add +10.3% | 171,870 | $6.3M |
| Royal London Asset Management Ltd. | 0.01% | No change | 161,576 | $5.9M |
| Quantinno Capital Management LP | 0.01% | Add +84.3% | 160,997 | $5.9M |
| Vert Asset Management LLC | 1.87% | Add +7.7% | 152,948 | $5.6M |
| Conversant Capital LLC | 1.03% | New | 148,223 | $5.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +197.1% | 146,800 | $5.4M |
| LPL Financial LLC | 0.00% | Add +8.4% | 142,901 | $5.2M |
| Calamos Advisors LLC | 0.03% | Reduce -3.9% | 140,536 | $5.2M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.8% | 138,412 | $5.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -88.6% | 137,386 | $5.0M |
| FIL Ltd | 0.00% | Add +53.0% | 137,220 | $5.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +0.4% | 135,722 | $5.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.13% | Reduce -21.2% | 131,313 | $4.8M |
| Investment Management Corp of Ontario | 0.06% | Add +5.3% | 131,186 | $4.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -2.5% | 129,643 | $4.8M |
| APG Asset Management N.V. | 0.01% | Reduce -50.3% | 150,797 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -16.3% | 128,023 | $4.7M |
| Metis Global Partners, LLC | 0.11% | Add +63.4% | 127,810 | $4.7M |
| TD Asset Management Inc | 0.00% | Reduce -13.4% | 126,522 | $4.6M |
| National Bank of Canada | 0.00% | Reduce -33.5% | 123,858 | $4.5M |
| UniSuper Management Pty Ltd | 0.03% | Reduce -19.6% | 122,664 | $4.5M |
| Cibc World Markets Corp. | 0.02% | — | 117,976 | $4.3M |
| IFM Investors Pty Ltd | 0.04% | Add +0.5% | 116,947 | $4.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +5.4% | 115,400 | $4.2M |
| KLP Kapitalforvaltning As | 0.02% | No change | 114,993 | $4.2M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -84.2% | 113,282 | $4.2M |
| Davis Selected Advisers | 0.02% | Reduce -39.2% | 113,280 | $4.2M |
| Oak Thistle LLC | 0.58% | Add +86.3% | 113,121 | $4.1M |
| Storebrand Asset Management As | 0.01% | Reduce -13.8% | 112,138 | $4.1M |
| Corsicana & Co. | 2.28% | No change | 110,713 | $4.1M |
| Holocene Advisors, LP | 0.01% | Reduce -21.1% | 105,298 | $3.9M |
| SG Americas Securities, LLC | 0.01% | Add +70.5% | 104,958 | $3.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | No change | 104,285 | $3.8M |
| Cerity Partners LLC | 0.01% | Reduce -6.3% | 99,493 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -11.2% | 99,383 | $3.6M |
| Bessemer Group Inc. | 0.01% | Add +916.4% | 97,007 | $3.6M |
| Cibc World Market Inc. | 0.01% | Add +18.3% | 97,000 | $3.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +60.6% | 96,161 | $3.5M |
| Millennium Management | 0.00% | Reduce -76.8% | 93,259 | $3.4M |
| Aurora Investment Managers, LLC. | 1.93% | Reduce -0.5% | 92,979 | $3.4M |
| KBC Group NV | 0.01% | Reduce -0.3% | 91,543 | $3.4M |
| Evergreen Capital Management LLC | 0.07% | Reduce -57.0% | 88,842 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.8% | 88,751 | $3.3M |
| NEOS Investment Management LLC | 0.02% | Add +29.9% | 86,752 | $3.2M |
| Arizona State Retirement System | 0.02% | Reduce -7.2% | 86,292 | $3.2M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.0% | 86,258 | $3.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -12.8% | 84,540 | $3.1M |
| Dover Advisors, LLC | 1.19% | Reduce -14.5% | 83,687 | $3.1M |
| Sterling Capital Management LLC | 0.05% | Reduce -4.8% | 83,062 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | Add +1.0% | 82,600 | $3.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.3% | 81,813 | $3.0M |
| Creative Planning | 0.00% | Add +211.2% | 80,817 | $3.0M |
| Czech National Bank | 0.02% | Add +3.5% | 79,302 | $2.9M |
| State of Michigan Retirement System | 0.01% | Reduce -3.4% | 78,745 | $2.9M |
| Vestcor Inc | 0.08% | Add +1578.1% | 78,267 | $2.9M |
| Wolverine Asset Management LLC | 0.16% | Reduce -21.3% | 76,631 | $2.8M |
| Public Sector Pension Investment Board | 0.01% | Add +17.8% | 76,631 | $2.8M |
| Natixis | 0.01% | New | 76,330 | $2.8M |
| CIBC Asset Management Inc | 0.01% | Add +68.4% | 71,879 | $2.6M |
| Andra AP-fonden | 0.03% | Add +282.7% | 71,500 | $2.6M |
| New York Life Investment Management LLC | 0.02% | Reduce -4.5% | 69,301 | $2.5M |
| ProShare Advisors LLC | 0.00% | Add +6.8% | 68,831 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +22.4% | 68,783 | $2.5M |
| Masterton Capital Management, LP | 1.75% | New | 68,400 | $2.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | Reduce -8.9% | 67,400 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.4% | 65,246 | $2.4M |
| Dimension Capital Management LLC | 0.34% | New | 65,700 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -49.3% | 64,517 | $2.4M |
| Graham Capital Wealth Management, LLC | 2.12% | Reduce -3.6% | 62,609 | $2.3M |
| Voya Investment Management LLC | 0.00% | Reduce -7.0% | 62,575 | $2.3M |
| Forsta Ap-Fonden | 0.01% | Reduce -4.3% | 62,100 | $2.3M |
| Credit Agricole S A | 0.01% | Reduce -30.2% | 60,260 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +31.6% | 58,793 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -1.8% | 57,974 | $2.1M |
| Xponance LLC | 0.02% | Add +6.3% | 57,807 | $2.1M |
| Prelude Capital Management, LLC | 0.16% | New | 57,600 | $2.1M |
| Inspire Trust Co, N.A. | 0.34% | Add +12.0% | 56,000 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +23.3% | 55,756 | $2.0M |
| DNB Asset Management AS | 0.01% | Reduce -11.6% | 54,229 | $2.0M |
| Utah Retirement Systems | 0.02% | Reduce -92.5% | 54,094 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 51,762 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +22.7% | 51,653 | $1.9M |
| New Age Alpha Advisors, LLC | 0.08% | Reduce -18.6% | 50,778 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.4% | 50,161 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -2.6% | 50,051 | $1.8M |
| Manning & Napier Advisors LLC | 0.02% | New | 50,000 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -7.2% | 49,464 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +77.7% | 48,665 | $1.8M |
| Bank of Nova Scotia | 0.00% | Add +27.1% | 48,048 | $1.8M |
| Swedbank AB | 0.00% | No change | 47,669 | $1.7M |
| Telos Capital Management, Inc. | 0.16% | Add +24.5% | 47,421 | $1.7M |
| Bleakley Financial Group, LLC | 0.03% | Add +0.5% | 46,505 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +34.7% | 46,413 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -52.5% | 43,781 | $1.6M |
| Allstate Corp. | 0.02% | Add +50.0% | 43,470 | $1.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | New | 42,531 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -50.6% | 42,319 | $1.6M |
| Summit Trail Advisors, LLC | 0.03% | Add +7.3% | 42,250 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.5% | 41,747 | $1.5M |
| Consolidated Investment Group LLC | 0.18% | No change | 41,000 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 40,941 | $1.5M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -10.2% | 40,158 | $1.5M |
| Pensionfund PDN | 0.97% | No change | 40,105 | $1.5M |
| Inspire Investing, LLC | 0.13% | Reduce -1.7% | 39,487 | $1.4M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -4.1% | 38,884 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +1.2% | 38,509 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -78.6% | 38,161 | $1.4M |
| M&T Bank Corp | 0.00% | Add +493.3% | 36,441 | $1.3M |
| Brevan Howard Capital Management LP | 0.03% | New | 36,152 | $1.3M |
| OP Asset Management Ltd | 0.02% | No change | 36,048 | $1.3M |
| Tredje AP-fonden | 0.01% | No change | 35,746 | $1.3M |
| S-Bank Fund Management Ltd | 0.17% | New | 35,738 | $1.3M |
| Spirit of America Management Corp. | 0.28% | Reduce -27.6% | 35,350 | $1.3M |
| Knights of Columbus Asset Advisors LLC | 0.07% | Reduce -6.8% | 34,771 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.3% | 34,471 | $1.3M |
| Norinchukin Bank, The | 0.01% | Add +2.8% | 33,595 | $1.2M |
| Ieq Capital, LLC | 0.00% | Reduce -55.2% | 32,847 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Reduce -2.0% | 32,323 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.2% | 32,292 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | Reduce -2.5% | 31,864 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 31,810 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +0.2% | 29,422 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 29,333 | $1.1M |
| Nordea Investment Management AB | 0.00% | Reduce -15.8% | 28,959 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.5% | 28,979 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +233.1% | 26,789 | $983K |
| Kepler Cheuvreux (Suisse) SA | 0.05% | Reduce -33.0% | 25,779 | $946K |
| Corient Private Wealth LP | 0.00% | Add +95.4% | 24,694 | $906K |
| Brown Advisory Inc. | 0.00% | No change | 23,750 | $871K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,550 | $864K |
| London Co. of Virginia | 0.00% | No change | 23,373 | $857K |
| Brooklyn Investment Group | 0.04% | Add +88.4% | 22,879 | $839K |
| Captrust Financial Advisors | 0.00% | Add +9.5% | 22,758 | $835K |
| Harvest Portfolios Group Inc. | 0.01% | Reduce -33.6% | 22,462 | $824K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.8% | 22,363 | $820K |
| Mizuho Securities USA LLC | 0.01% | Reduce -0.3% | 21,898 | $798K |
| Fifth Third Bancorp | 0.00% | Reduce -2.6% | 21,429 | $786K |
| Intech Investment Management LLC | 0.01% | Reduce -10.4% | 21,127 | $775K |
| Generali Asset Management SPA SGR | 0.02% | Reduce -7.5% | 20,996 | $770K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +38.8% | 20,644 | $766K |
| Pensionfund Sabic | 0.21% | No change | 20,888 | $766K |
| Kentucky Retirement Systems | 0.02% | No change | 20,741 | $761K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -26.5% | 20,458 | $750K |
| Heritage Wealth Advisors | 0.03% | No change | 19,913 | $730K |
| Versor Investments LP | 0.11% | Reduce -24.5% | 19,900 | $730K |
| DoubleLine ETF Adviser LP | 0.21% | Add +3.8% | 19,539 | $717K |
| Vident Advisory, LLC | 0.01% | Reduce -19.3% | 19,255 | $706K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -14.5% | 18,819 | $690K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.2% | 18,640 | $684K |
| Tidal Investments LLC | 0.00% | Reduce -0.4% | 18,387 | $674K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +52.5% | 18,314 | $672K |
| Keybank National Association | 0.00% | Add +40.9% | 17,954 | $659K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 17,929 | $658K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -37.3% | 17,715 | $650K |
| Longfellow Investment Management Co. LLC | 0.15% | No change | 17,569 | $644K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.07% | Reduce -0.6% | 17,450 | $640K |
| Hartford Investment Management Co. | 0.02% | Reduce -2.1% | 17,217 | $632K |
| Prudential PLC | 0.00% | New | 16,805 | $616K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.9% | 16,669 | $611K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.3% | 16,495 | $605K |
| Naviter Wealth, LLC | 0.08% | Reduce -15.7% | 16,240 | $596K |
| Atria Investments, Inc | 0.01% | Reduce -8.8% | 16,177 | $593K |
| Clearstead Advisors, LLC | 0.01% | Add +1.5% | 15,860 | $582K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -2.4% | 15,551 | $570K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.5% | 15,400 | $565K |
| Quadrant Capital Group LLC | 0.02% | Add +9.2% | 15,385 | $564K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.3% | 15,383 | $564K |
| Maryland State Retirement & Pension System | 0.01% | No change | 15,343 | $563K |
| Pacific Sun Financial Corp | 0.27% | Reduce -0.2% | 15,279 | $560K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.4% | 15,142 | $555K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +5.5% | 14,981 | $550K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 14,880 | $546K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -8.9% | 14,822 | $544K |
| Penserra Capital Management LLC | 0.01% | Add +19.4% | 14,639 | $536K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -95.9% | 14,210 | $521K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 14,140 | $519K |
| New Mexico Educational Retirement Board | 0.02% | Add +2.2% | 13,900 | $510K |
| Nomura Holdings Inc. | 0.00% | Reduce -20.2% | 12,800 | $470K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +51.0% | 12,487 | $458K |
| MUFG Securities EMEA plc | 0.01% | Add +114.4% | 12,375 | $454K |
| Ethic Inc. | 0.01% | New | 12,374 | $454K |
| Partners in Financial Planning | 0.08% | No change | 12,368 | $454K |
| Mackenzie Financial Corp. | 0.00% | Add +3.1% | 12,076 | $446K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.4% | 11,888 | $436K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -0.9% | 11,670 | $428K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.0% | 11,666 | $428K |
| North Dakota State Investment Board | 0.02% | — | 11,356 | $417K |
| Verition Fund Management LLC | 0.00% | Reduce -50.8% | 11,283 | $414K |
| Hummer Financial Advisory Services Inc | 0.29% | Reduce -4.6% | 11,182 | $410K |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.6% | 11,174 | $410K |
| Abn Amro Investment Solutions | 0.01% | New | 10,932 | $401K |
| Guggenheim Capital LLC | 0.00% | Reduce -3.9% | 10,931 | $401K |
| Snowwater Investment Partners, LLC | 0.37% | — | 10,850 | $398K |
| Invst, LLC | 0.04% | Reduce -35.4% | 10,827 | $397K |
| Cwm, LLC | 0.00% | Add +181.8% | 10,687 | $392K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -7.4% | 10,610 | $389K |
| United Capital Financial Advisors, LLC | 0.00% | Add +64.7% | 10,579 | $388K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 10,293 | $378K |
| CPA Asset Management Group, LLC | 0.13% | Reduce -36.8% | 10,142 | $372K |
| Ackerman Capital Advisors, LLC | 0.07% | No change | 10,050 | $369K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.2% | 9,815 | $360K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -0.0% | 9,610 | $352K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +6.7% | 9,581 | $351K |
| Stifel Financial Corp. | 0.00% | Reduce -7.7% | 9,537 | $350K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -85.5% | 9,433 | $346K |
| Cresset Asset Management, LLC | 0.00% | New | 9,388 | $344K |
| GAMMA Investing LLC | 0.02% | Add +16.9% | 9,298 | $341K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | — | 9,110 | $334K |
| Groupama Asset Managment | 0.00% | Reduce -9.4% | 9,033 | $331K |
| Hantz Financial Services, Inc. | 0.00% | Add +1259.9% | 9,030 | $331K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 8,901 | $326K |
| DGS Capital Management, LLC | 0.06% | New | 8,833 | $324K |
| AlphaCore Capital LLC | 0.01% | New | 8,723 | $320K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | No change | 8,694 | $319K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -10.4% | 8,396 | $315K |
| Medallion Wealth Advisors, LLC | 0.10% | No change | 8,447 | $310K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 8,375 | $307K |
| Securian Asset Management, Inc. | 0.01% | Reduce -43.6% | 8,177 | $300K |
| National Pension Service | 0.00% | Add +49.5% | 8,133 | $298K |
| Mufg Securities Americas Inc. | 0.02% | Reduce -0.4% | 8,102 | $297K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 7,980 | $293K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 7,949 | $292K |
| One Capital Management, LLC | 0.01% | Reduce -3.6% | 7,915 | $290K |
| Frec Markets, Inc. | 0.08% | — | 7,548 | $277K |
| Capital Management Corp. | 0.05% | No change | 7,501 | $275K |
| JMN Financial LLC | 0.27% | — | 7,402 | $272K |
| HB Wealth Management, LLC | 0.00% | New | 7,396 | $271K |
| V-Square Quantitative Management LLC | 0.03% | New | 7,267 | $267K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,223 | $265K |
| Carnegie Investment Counsel | 0.00% | New | 7,007 | $257K |
| TT Capital Management LLC | 0.20% | New | 7,000 | $257K |
| Integrity Wealth Solutions LLC | 0.10% | No change | 6,766 | $248K |
| Syon Capital LLC | 0.01% | New | 6,742 | $247K |
| Bridgefront Capital, LLC | 0.06% | Reduce -70.6% | 6,688 | $245K |
| PEAK6 LLC | 0.01% | Reduce -7.3% | 6,654 | $244K |
| IRON Financial LLC | 0.11% | Reduce -3.0% | 6,479 | $238K |
| Verus Financial Partners, Inc. | 0.02% | No change | 6,400 | $237K |
| MidFirst Bank | 0.02% | — | 6,441 | $236K |
| Patton Fund Management, Inc. | 0.03% | New | 6,198 | $227K |
| Alps Advisors Inc. | 0.00% | New | 6,168 | $226K |
| Abel Hall, LLC | 0.05% | New | 6,159 | $226K |
| DRW Securities, LLC | 0.02% | Reduce -23.9% | 6,093 | $223K |
| Winebrenner Capital Management LLC | 0.15% | No change | 6,000 | $220K |
| Chesapeake Wealth Management | 0.06% | No change | 5,857 | $215K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,823 | $214K |
| Ostrum Asset Management | 0.01% | Reduce -24.9% | 5,766 | $211K |
| Crestwood Advisors Group, LLC | 0.00% | New | 5,747 | $211K |
| AlTi Global, Inc. | 0.00% | Reduce -0.7% | 5,685 | $209K |
| VARCOV Co. | 0.08% | — | 5,678 | $208K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.7% | 5,602 | $205K |
| Quarry LP | 0.03% | Add +4.6% | 5,483 | $201K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -9.0% | 5,472 | $201K |
| Arax Advisory Partners | 0.01% | Reduce -67.0% | 5,471 | $201K |
| Tema ETFs LLC | 0.02% | Reduce -0.3% | 5,381 | $197K |
| Cetera Trust Company, N.A | 0.11% | Reduce -5.7% | 5,380 | $197K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -0.5% | 5,221 | $192K |
| Canada Post Corp Registered Pension Plan | 0.01% | Add +48.0% | 4,935 | $181K |
| Global Retirement Partners, LLC | 0.00% | Add +673.8% | 4,906 | $180K |
| Horizon Investments, LLC | 0.00% | Add +3.2% | 4,793 | $174K |
| US Bancorp \de | 0.00% | Reduce -16.8% | 4,641 | $170K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +1.3% | 4,390 | $161K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 4,296 | $159K |
| Assetmark, Inc. | 0.00% | Add +96.9% | 4,294 | $158K |
| Aster Capital Management (DIFC) Ltd | 0.07% | New | 4,269 | $157K |
| Summit Securities Group LLC | 0.03% | Add +701.0% | 4,165 | $153K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -58.1% | 4,009 | $147K |
| CX Institutional | 0.00% | Add +94.3% | 3,873 | $142K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.8% | 3,850 | $141K |
| Westpac Banking Corp. | 0.01% | No change | 3,829 | $140K |
| Signaturefd, LLC | 0.00% | Reduce -6.8% | 3,325 | $122K |
| Brown Brothers Harriman & Co. | 0.00% | Add +746.9% | 3,303 | $121K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.8% | 3,295 | $121K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,242 | $119K |
| E. Ohman J:or Asset Management AB | 0.00% | New | 3,210 | $118K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -28.9% | 2,944 | $108K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,846 | $104K |
| Atlas Capital Advisors Inc. | 0.01% | — | 2,622 | $96K |
| Rothschild Investment LLC | 0.00% | Add +190.7% | 2,366 | $87K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1,965 | $85K |
| Whittier Trust Co. | 0.00% | No change | 2,187 | $81K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,161 | $79K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,053 | $75K |
| Addison Advisors LLC | 0.02% | Reduce -9.4% | 1,893 | $69K |
| Allworth Financial LP | 0.00% | Add +23.1% | 1,820 | $67K |
| UMB Bank, n.a. | 0.00% | Add +87.1% | 1,714 | $63K |
| AlphaQuest LLC | 0.00% | Add +9.7% | 1,657 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +86.0% | 1,561 | $57K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +58.2% | 1,550 | $57K |
| Creative Financial Designs Inc. | 0.00% | Add +116.7% | 1,528 | $56K |
| Jones Financial Companies LLLP | 0.00% | Add +56.1% | 1,503 | $55K |
| Wiser Advisor Group LLC | 0.06% | Add +1.3% | 1,337 | $49K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,296 | $48K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.5% | 1,283 | $47K |
| Huntington National Bank | 0.00% | Reduce -34.4% | 1,150 | $42K |
| Ancora Advisors LLC | 0.00% | New | 1,116 | $41K |
| Private Trust Co. NA | 0.00% | Reduce -0.7% | 1,073 | $39K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +16.1% | 1,051 | $39K |
| Hanson & Doremus Investment Management | 0.00% | No change | 918 | $34K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -58.6% | 923 | $34K |
| DV Trading LLC | 0.00% | — | 897 | $33K |
| CYBER HORNET ETFs LLC | 0.02% | Add +5.9% | 879 | $32K |
| Group One Trading LLC | 0.00% | New | 868 | $32K |
| Eagle Bay Advisors LLC | 0.02% | New | 855 | $31K |
| Sentry Investment Management LLC | 0.02% | No change | 830 | $30K |
| Fulcrum Asset Management LLP | 0.01% | No change | 801 | $30K |
| Cromwell Holdings LLC | 0.01% | Reduce -1.2% | 732 | $27K |
| Quent Capital, LLC | 0.00% | Add +60.9% | 719 | $26K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 714 | $26K |
| Webster Bank, N. A. | 0.00% | No change | 648 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -25.9% | 645 | $24K |
| SageView Advisory Group, LLC | 0.00% | New | 594 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -38.2% | 534 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.7% | 536 | $20K |
| Bogart Wealth, LLC | 0.00% | Add +3.0% | 515 | $19K |
| International Assets Investment Management, LLC | 0.00% | New | 500 | $18K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 500 | $18K |
| SHP Wealth Management | 0.00% | — | 484 | $18K |
| Tobam | 0.00% | No change | 472 | $17K |
| Crews Bank & Trust | 0.00% | Reduce -74.5% | 444 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +283.5% | 441 | $16K |
| DV Equities, LLC | 0.00% | — | 420 | $15K |
| JNBA Financial Advisors | 0.00% | No change | 410 | $15K |
| Lanark Financial, Inc. | 0.00% | Reduce -3.2% | 388 | $14K |
| Raiffeisen Bank International AG | 0.00% | No change | 378 | $14K |
| TD Private Client Wealth LLC | 0.00% | Reduce -48.0% | 381 | $14K |
| Gold Investment Management Ltd. | 0.00% | Reduce -21.6% | 349 | $13K |
| Manchester Capital Management LLC | 0.00% | Add +322.7% | 317 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -64.7% | 309 | $11K |
| Trust Co. of Toledo NA | 0.00% | Reduce -30.1% | 302 | $11K |
| Covestor Ltd | 0.01% | Add +2.1% | 293 | $11K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 267 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -43.1% | 268 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 250 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Add +15.7% | 228 | $8K |
| DT Investment Partners, LLC | 0.00% | No change | 224 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 216 | $8K |
| First Horizon Corp. | 0.00% | No change | 200 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $7K |
| Larson Financial Group LLC | 0.00% | Add +704.2% | 193 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 191 | $7K |
| Horizon Financial Services, LLC | 0.00% | No change | 166 | $6K |
| IFP Advisors, Inc | 0.00% | Add +102.6% | 158 | $6K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -24.1% | 145 | $5K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -59.6% | 141 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 135 | $5K |
| Kilter Group LLC | 0.00% | Add +1200.0% | 130 | $5K |
| Investors Research Corp | 0.00% | No change | 130 | $5K |
| J.Safra Asset Management Corp | 0.00% | New | 125 | $5K |
| Wealth Watch Advisors, INC | 0.00% | New | 118 | $4K |
| Elyxium Wealth, LLC | 0.00% | New | 108 | $4K |
| Essential Partners LLC | 0.00% | Add +426.3% | 100 | $4K |
| CVA Family Office, LLC | 0.00% | Reduce -80.0% | 100 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +79.6% | 97 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -14.4% | 95 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +26.5% | 86 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -11.8% | 82 | $3K |
| Avion Wealth | 0.00% | Add +214.8% | 85 | $3K |
| Smithfield Trust Co | 0.00% | No change | 70 | $3K |
| GW&K Investment Management, LLC | 0.00% | Reduce -16.3% | 77 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 81 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -50.3% | 76 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 70 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +305.9% | 69 | $3K |
| Financial Consulate, Inc. | 0.00% | Add +23.6% | 68 | $2K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 68 | $2K |
| Aspect Partners, LLC | 0.00% | Reduce -8.1% | 68 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +28.9% | 67 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -4.4% | 65 | $2K |
| Howard Hughes Medical Institute | 0.00% | No change | 65 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 61 | $2K |
| MAI Capital Management | 0.00% | No change | 55 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 54 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| Spire Wealth Management | 0.00% | Add +18.6% | 51 | $2K |
| Nvwm, LLC | 0.00% | New | 50 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -23.1% | 50 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 42 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 40 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 36 | $1K |
| TFC Financial Management, Inc. | 0.00% | Reduce -15.4% | 33 | $1K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -28.3% | 33 | $1K |
| Sunbelt Securities, Inc. | 0.00% | New | 31 | $1K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -18.9% | 30 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +285.7% | 27 | $993 |
| Principia Wealth Advisory, LLC | 0.00% | Add +285.7% | 27 | $990 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 25 | $917 |
| Root Financial Partners, LLC | 0.00% | Reduce -40.5% | 25 | $917 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 24 | $880 |
| Abound Wealth Management | 0.00% | No change | 23 | $851 |
| Basepoint Wealth LLC | 0.00% | New | 21 | $804 |
| Aventura Private Wealth, LLC | 0.00% | New | 20 | $734 |
| ORG Partners LLC | 0.00% | Add +25.0% | 20 | $732 |
| American Capital Advisory, LLC | 0.00% | New | 17 | $624 |
| Cornerstone Financial Management LLC | 0.00% | — | 16 | $587 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 16 | $587 |
| Sachetta, LLC | 0.00% | Reduce -87.5% | 15 | $551 |
| Rialto Wealth Management, LLC | 0.00% | New | 15 | $551 |
| Clark Wealth Partners | 0.00% | No change | 15 | $550 |
| Quaker Wealth Management, LLC | 0.00% | New | 14 | $514 |
| Cape Investment Advisory, Inc. | 0.00% | New | 14 | $514 |
| Bell Investment Advisors, Inc | 0.00% | New | 14 | $514 |
| North Star Investment Management Corp. | 0.00% | New | 14 | $514 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 11 | $403 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $376 |
| United Financial Planning Group LLC | 0.00% | New | 10 | $367 |
| Luken Investment Analytics, LLC | 0.00% | New | 10 | $367 |
| Activest Wealth Management | 0.00% | Add +80.0% | 9 | $330 |
| Zions Bancorporation, National Association | 0.00% | Add +16.7% | 7 | $257 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 6 | $220 |
| Colonial Trust Co / SC | 0.00% | New | 6 | $220 |
| Rossby Financial, LCC | 0.00% | Reduce -80.8% | 5 | $183 |
| Hughes Financial Services, LLC | 0.00% | New | 4 | $147 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 3 | $110 |
"% of holder's portfolio" is UDR's weight in each manager's 13F, not the share of Udr Inc. the manager owns.