UdrUDR
13F holders, Q1 2026 (March 31)528holders +3
62new positions
61sold out
10famous investors
$33.79avg. 13F price*
At the end of Q1 2026, 528 institutions reported holding Udr Inc. (UDR) in their 13F filings, up 3 from Q4 2025. 62 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Portfolio Management LLC ($887.2M) and Capital Research Global Investors ($865.7M). 10 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Udr Inc.
- Sector
- Real Estate
- CUSIP
- 902653104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $122.8M |
| Exits | 61 | $244.9M |
All 13F filers, Q4 2025 → Q1 2026: 36,425,897 shares bought and 23,731,522 shares sold, net +12,694,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 528 holders
| BlackRock, Inc. | 0.02% | Reduce -2.9% | 36,179,139 | $1.2B |
| Vanguard Portfolio Management LLC | 0.05% | — | 26,262,696 | $887.2M |
| Capital Research Global Investors | 0.13% | Add +79.7% | 25,626,709 | $865.7M |
| State Street Corp. | 0.03% | Reduce -1.6% | 21,555,865 | $728.2M |
| Cohen & Steers, Inc. | 1.22% | Reduce -14.4% | 20,765,298 | $701.5M |
| Vanguard Capital Management LLC | 0.02% | — | 20,470,596 | $691.5M |
| FMR LLC | 0.02% | Reduce -1.7% | 13,701,941 | $462.9M |
| Invesco Ltd. | 0.05% | Add +33.3% | 13,700,870 | $462.8M |
| Geode Capital Management, LLC | 0.02% | Add +2.3% | 8,754,952 | $294.7M |
| Centersquare Investment Management LLC | 2.92% | Reduce -10.9% | 8,369,993 | $282.7M |
| Wellington Management Group LLP | 0.04% | Add +2.1% | 6,488,226 | $219.2M |
| JPMorgan Chase & Co. | 0.01% | Add +70.0% | 5,693,284 | $191.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.4% | 5,009,830 | $169.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.1% | 4,850,115 | $163.8M |
| Northern Trust Corp. | 0.02% | Add +1.4% | 4,568,498 | $154.3M |
| Daiwa Securities Group Inc. | 0.44% | Reduce -14.3% | 4,453,170 | $150.4M |
| Morgan Stanley | 0.01% | Add +3.7% | 3,542,003 | $119.6M |
| Citadel Advisors | 0.08% | Add +862.0% | 3,481,105 | $117.6M |
| PGGM Investments | 2.05% | Reduce -16.1% | 3,469,122 | $117.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +72929.8% | 2,927,766 | $98.9M |
| Balyasny Asset Management L.P. | 0.19% | Reduce -5.9% | 2,766,296 | $93.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.0% | 2,673,795 | $90.3M |
| Legal & General Group Plc | 0.02% | Reduce -18.8% | 2,644,336 | $89.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.27% | Reduce -45.9% | 2,536,006 | $85.7M |
| Prudential Financial Inc. | 0.10% | Reduce -27.4% | 2,509,513 | $84.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 2,219,944 | $75.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -2.4% | 2,156,869 | $72.9M |
| UBS Group AG | 0.01% | Add +30.1% | 2,031,804 | $68.6M |
| Woodline Partners LP | 0.24% | Add +17.1% | 1,841,520 | $62.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,721,246 | $58.1M |
| Lasalle Investment Management Securities LLC | 1.83% | Add +2.8% | 1,370,031 | $46.3M |
| Millennium Management | 0.04% | Add +1354.4% | 1,356,376 | $45.8M |
| Renaissance Technologies | 0.07% | Add +184.5% | 1,253,098 | $42.3M |
| Deutsche Bank AG | 0.01% | Reduce -23.4% | 1,223,819 | $41.3M |
| Teacher Retirement System of Texas | 0.17% | Add +55.4% | 1,195,377 | $40.4M |
| State of Tennessee, Department of Treasury | 0.13% | Add +11.6% | 1,186,001 | $40.1M |
| HSBC Holdings PLC | 0.02% | Add +10.7% | 1,183,338 | $40.0M |
| Bank of America Corp. | 0.00% | Reduce -24.0% | 1,177,588 | $39.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.9% | 1,070,729 | $39.3M |
| Ameriprise Financial Inc. | 0.01% | Add +42.2% | 1,092,325 | $36.9M |
| Amundi | 0.01% | Add +18.0% | 1,074,984 | $36.3M |
| First Trust Advisors LP | 0.03% | Add +1.1% | 1,041,025 | $35.2M |
| Barclays PLC | 0.01% | Add +24.9% | 1,017,421 | $34.4M |
| Sei Investments Co. | 0.03% | Reduce -14.1% | 981,797 | $33.2M |
| Swiss National Bank | 0.02% | Add +6.8% | 921,400 | $31.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +1.0% | 921,142 | $31.1M |
| STRS Ohio | 0.12% | Reduce -0.2% | 902,295 | $30.5M |
| Citigroup Inc. | 0.02% | Add +26.9% | 894,966 | $30.2M |
| Russell Investments Group, Ltd. | 0.03% | Add +12.2% | 845,668 | $28.6M |
| APG Asset Management US Inc. | 0.22% | Reduce -49.7% | 828,243 | $28.4M |
| Callodine Capital Management, LP | 1.99% | Add +338.9% | 833,925 | $28.2M |
| GRS Advisors, LLC | 2.72% | Reduce -9.0% | 815,632 | $27.6M |
| Hudson Bay Capital Management LP | 0.18% | Reduce -28.3% | 789,181 | $26.7M |
| Baron Capital (BAMCO) | 0.08% | New | 772,594 | $26.1M |
| Apollo Management Holdings, L.P. | 0.49% | Reduce -14.8% | 754,130 | $25.5M |
| Freestone Grove Partners LP | 0.18% | Add +19.9% | 737,550 | $24.9M |
| Nuveen, LLC | 0.01% | Reduce -13.0% | 731,151 | $24.7M |
| BNP Paribas Financial Markets | 0.02% | Add +19.6% | 721,326 | $24.4M |
| Investure, LLC | 1.13% | Add +38.1% | 682,339 | $23.0M |
| Rhumbline Advisers | 0.02% | Reduce -0.3% | 676,506 | $22.9M |
| Schroder Investment Management Group | 0.02% | Add +1.8% | 663,055 | $22.3M |
| Bank of Montreal | 0.01% | Add +51.1% | 651,368 | $22.0M |
| ExodusPoint Capital Management, LP | 0.21% | Add +462.9% | 637,631 | $21.5M |
| Vanguard Global Advisers, LLC | 0.01% | — | 629,115 | $21.3M |
| California Public Employees Retirement System | 0.01% | Reduce -2.3% | 625,886 | $21.1M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -0.2% | 622,354 | $21.1M |
| Gotham Asset Management | 0.06% | Add +54.8% | 606,597 | $20.5M |
| Asset Management One Co., Ltd. | 0.06% | Reduce -6.0% | 593,863 | $20.1M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +2.3% | 576,411 | $19.5M |
| Neuberger Berman Group LLC | 0.01% | Reduce -37.1% | 569,563 | $19.2M |
| California State Teachers Retirement System | 0.02% | Reduce -1.2% | 543,879 | $18.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +5.3% | 540,575 | $18.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +13.5% | 518,773 | $17.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -0.0% | 496,100 | $16.8M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -8.7% | 477,106 | $16.1M |
| State of Wisconsin Investment Board | 0.04% | Add +19.7% | 465,677 | $15.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -15.8% | 436,714 | $14.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.1% | 431,689 | $14.6M |
| Raymond James Financial Inc. | 0.00% | Add +11.3% | 428,923 | $14.5M |
| AQR Capital Management | 0.01% | Add +15.3% | 421,123 | $14.2M |
| Lighthouse Investment Partners, LLC | 0.50% | Reduce -48.6% | 393,092 | $13.3M |
| Sophron Capital Management L.P. | 3.84% | Add +9.3% | 385,812 | $13.0M |
| Vanguard Investments Australia, Ltd. | 0.04% | — | 365,924 | $12.4M |
| Jane Street Group, LLC | 0.01% | New | 360,554 | $12.2M |
| Pacific Heights Asset Management LLC | 0.40% | No change | 350,000 | $11.8M |
| Royal Bank of Canada | 0.00% | Add +61.9% | 332,431 | $11.2M |
| Hazelview Securities Inc. | 2.05% | New | 325,580 | $11.0M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 321,382 | $10.9M |
| Korea Investment CORP | 0.02% | Reduce -16.2% | 312,263 | $10.5M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -27.8% | 311,044 | $10.5M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 306,471 | $10.4M |
| Danske Bank A/S | 0.02% | Add +6.5% | 284,084 | $9.6M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.5% | 276,098 | $9.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +2.1% | 267,880 | $9.0M |
| Point72 Asset Management | 0.02% | New | 266,086 | $9.0M |
| Nisa Investment Advisors, LLC | 0.03% | Add +202.0% | 255,339 | $8.6M |
| OMERS ADMINISTRATION Corp | 0.05% | Add +1.4% | 248,330 | $8.4M |
| Cibc World Market Inc. | 0.01% | Add +152.6% | 245,004 | $8.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.6% | 242,543 | $8.2M |
| Bayhunt Capital LLC | 7.70% | New | 221,582 | $8.1M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.2% | 231,580 | $7.8M |
| Hudson Edge Investment Partners Inc. | 1.12% | Add +3.9% | 227,336 | $7.7M |
| Quantinno Capital Management LP | 0.01% | Add +37.7% | 221,660 | $7.5M |
| Macquarie Group Ltd. | 0.04% | Add +7.8% | 221,432 | $7.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +23.8% | 220,269 | $7.4M |
| Aviva PLC | 0.01% | Reduce -4.4% | 220,163 | $7.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 209,493 | $7.2M |
| Carronade Capital Management, LP | 0.52% | Reduce -21.3% | 208,225 | $7.0M |
| Danica Pension, Livsforsikringsaktieselskab | 0.13% | New | 204,500 | $6.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +1589.9% | 200,897 | $6.8M |
| Evergreen Capital Management LLC | 0.15% | Add +125.9% | 200,693 | $6.8M |
| Van Eck Associates Corp. | 0.01% | Add +13.6% | 200,371 | $6.8M |
| Abc Arbitrage SA | 0.88% | New | 196,161 | $6.6M |
| State of Alaska, Department of Revenue | 0.07% | Add +0.3% | 193,780 | $6.5M |
| Manning & Napier Advisors LLC | 0.09% | Add +278.4% | 189,195 | $6.4M |
| Presima Securities ULC | 3.58% | No change | 188,943 | $6.4M |
| Boothbay Fund Management, LLC | 0.15% | Reduce -4.8% | 186,743 | $6.3M |
| Tudor Investment Corporation | 0.03% | New | 186,195 | $6.3M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +4.3% | 181,665 | $6.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.7% | 173,321 | $5.9M |
| CIBC Bancorp USA Inc. | 0.01% | — | 171,681 | $5.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 169,779 | $5.7M |
| SG Americas Securities, LLC | 0.01% | Add +60.3% | 168,194 | $5.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 164,871 | $5.6M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -32.2% | 164,176 | $5.5M |
| Aew Capital Management L P | 0.39% | Reduce -27.8% | 160,840 | $5.4M |
| XTX Topco Ltd | 0.09% | New | 158,220 | $5.3M |
| Aberdeen Group plc | 0.01% | Reduce -64.5% | 154,868 | $5.2M |
| Vert Asset Management LLC | 1.65% | Add +0.8% | 154,165 | $5.2M |
| TD Asset Management Inc | 0.00% | Add +18.0% | 149,334 | $5.0M |
| Corsicana & Co. | 3.17% | No change | 110,713 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +43.4% | 142,652 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 142,619 | $4.8M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 141,429 | $4.8M |
| Calamos Advisors LLC | 0.02% | No change | 140,536 | $4.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -6.9% | 136,697 | $4.6M |
| American Century Companies Inc. | 0.00% | Reduce -75.5% | 136,648 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 135,551 | $4.6M |
| FIL Ltd | 0.00% | Reduce -1.2% | 135,535 | $4.6M |
| Cander Asset Management LP | 0.81% | New | 133,900 | $4.5M |
| Metis Global Partners, LLC | 0.11% | Add +3.9% | 132,829 | $4.5M |
| Investment Management Corp of Ontario | 0.06% | Add +0.8% | 132,286 | $4.5M |
| Toronto Dominion Bank | 0.01% | Reduce -25.9% | 131,194 | $4.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.6% | 129,434 | $4.4M |
| APG Asset Management N.V. | 0.01% | Reduce -2.9% | 146,372 | $4.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.13% | Reduce -3.5% | 126,720 | $4.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -5.6% | 122,407 | $4.1M |
| KLP Kapitalforvaltning As | 0.02% | Add +5.5% | 121,293 | $4.1M |
| UniSuper Management Pty Ltd | 0.03% | Reduce -2.7% | 119,302 | $4.0M |
| Holocene Advisors, LP | 0.01% | Add +6.4% | 112,003 | $3.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +4.2% | 108,651 | $3.7M |
| Advocate Group LLC | 0.55% | New | 104,497 | $3.5M |
| IFM Investors Pty Ltd | 0.03% | Reduce -10.9% | 104,168 | $3.5M |
| NEOS Investment Management LLC | 0.02% | Add +19.1% | 103,364 | $3.5M |
| LBP Am SA | 0.05% | New | 103,222 | $3.5M |
| Oak Thistle LLC | 0.33% | Reduce -12.4% | 99,103 | $3.3M |
| Bessemer Group Inc. | 0.01% | Add +0.7% | 97,691 | $3.3M |
| National Bank of Canada | 0.00% | Reduce -21.4% | 97,300 | $3.3M |
| Bank of Nova Scotia | 0.01% | Add +102.0% | 97,044 | $3.3M |
| ProShare Advisors LLC | 0.00% | Add +37.8% | 94,871 | $3.2M |
| Tredje AP-fonden | 0.02% | Add +162.1% | 93,701 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -8.4% | 91,077 | $3.1M |
| Storebrand Asset Management As | 0.01% | Reduce -18.9% | 90,996 | $3.1M |
| Squarepoint Ops LLC | 0.01% | Add +239.3% | 90,887 | $3.1M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.5% | 88,435 | $3.0M |
| Public Sector Pension Investment Board | 0.01% | Add +11.7% | 85,574 | $2.9M |
| Arizona State Retirement System | 0.02% | Reduce -1.1% | 85,311 | $2.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -38.7% | 84,170 | $2.8M |
| SEB Asset Management AB | 0.01% | — | 84,138 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | No change | 82,600 | $2.8M |
| Czech National Bank | 0.02% | Add +3.3% | 81,906 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.1% | 80,690 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.1% | 80,077 | $2.7M |
| New York Life Investment Management LLC | 0.02% | Add +13.6% | 78,700 | $2.7M |
| State of Michigan Retirement System | 0.01% | Reduce -0.3% | 78,545 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +55.6% | 78,064 | $2.6M |
| Wolverine Asset Management LLC | 0.13% | Reduce -2.3% | 74,880 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +6.9% | 73,506 | $2.5M |
| CIBC Asset Management Inc | 0.01% | Add +1.5% | 72,958 | $2.5M |
| Sterling Capital Management LLC | 0.05% | Reduce -13.9% | 71,472 | $2.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | Add +66.0% | 70,581 | $2.4M |
| Consolidated Investment Group LLC | 0.26% | Add +71.0% | 70,100 | $2.4M |
| Creative Planning | 0.00% | Reduce -13.4% | 69,982 | $2.4M |
| Dover Advisors, LLC | 0.96% | Reduce -18.3% | 68,353 | $2.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 67,400 | $2.3M |
| Vestcor Inc | 0.06% | Reduce -15.1% | 66,480 | $2.2M |
| Dimension Capital Management LLC | 0.31% | No change | 65,700 | $2.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.5% | 62,967 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 62,663 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -3.2% | 62,427 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -0.2% | 62,426 | $2.1M |
| Xponance LLC | 0.01% | Add +6.8% | 61,727 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +14.6% | 59,174 | $2.0M |
| KBC Group NV | 0.00% | Reduce -36.4% | 58,191 | $2.0M |
| Inspire Investing, LLC | 0.11% | Add +46.7% | 57,914 | $2.0M |
| Amalgamated Bank | 0.01% | Reduce -2.1% | 56,776 | $1.9M |
| New Age Alpha Advisors, LLC | 0.09% | Add +9.1% | 55,384 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +19.1% | 55,272 | $1.9M |
| Verition Fund Management LLC | 0.02% | Add +384.9% | 54,709 | $1.8M |
| DNB Asset Management AS | 0.01% | No change | 54,229 | $1.8M |
| Utah Retirement Systems | 0.02% | No change | 54,094 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Add +23.1% | 53,885 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 52,966 | $1.8M |
| Inspire Trust Co, N.A. | 0.27% | Reduce -7.1% | 52,000 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +1.1% | 49,989 | $1.7M |
| Swedbank AB | 0.00% | No change | 47,669 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Add +12.2% | 47,398 | $1.6M |
| Telos Capital Management, Inc. | 0.15% | Reduce -0.4% | 47,215 | $1.6M |
| Aurora Investment Managers, LLC. | 1.14% | Reduce -50.7% | 45,810 | $1.5M |
| Swiss Life Asset Management Ltd | 0.01% | Add +17.7% | 45,335 | $1.5M |
| Rakuten Investment Management, Inc. | 0.00% | Add +12.8% | 45,293 | $1.5M |
| Victory Capital Management Inc. | 0.00% | Add +5.8% | 44,781 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.6% | 43,771 | $1.5M |
| Atlantic Union Bankshares Corp | 0.03% | Add +132.2% | 43,705 | $1.5M |
| Pensionfund PDN | 0.85% | Add +8.7% | 43,605 | $1.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -22.4% | 43,266 | $1.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +173.2% | 42,483 | $1.4M |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +128.0% | 40,884 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 40,215 | $1.4M |
| SummitTX Capital, L.P. | 0.04% | Reduce -83.7% | 40,167 | $1.4M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -14.6% | 39,735 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -24.1% | 37,978 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -9.0% | 37,977 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -24.0% | 36,997 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Add +205.3% | 36,872 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -3.1% | 35,304 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -8.3% | 34,992 | $1.2M |
| Knights of Columbus Asset Advisors LLC | 0.07% | No change | 34,771 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 34,471 | $1.2M |
| S-Bank Fund Management Ltd | 0.17% | Reduce -3.6% | 34,457 | $1.2M |
| iA Global Asset Management Inc. | 0.02% | New | 33,485 | $1.1M |
| Norinchukin Bank, The | 0.01% | Reduce -1.3% | 33,165 | $1.1M |
| Nordea Investment Management AB | 0.00% | Add +13.8% | 32,957 | $1.1M |
| Graham Capital Wealth Management, LLC | 0.98% | Reduce -48.0% | 32,584 | $1.1M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.9% | 31,986 | $1.1M |
| Ieq Capital, LLC | 0.01% | Reduce -2.9% | 31,881 | $1.1M |
| OP Asset Management Ltd | 0.01% | Reduce -13.3% | 31,268 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +46.6% | 30,972 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -2.8% | 30,918 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -7.0% | 30,067 | $1.0M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -23.9% | 29,591 | $1000K |
| Brookstone Capital Management | 0.01% | Reduce -0.2% | 29,367 | $992K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 29,333 | $991K |
| Polymer Capital Management (US) LLC | 0.14% | Add +202.8% | 28,567 | $965K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 28,453 | $961K |
| Spirit of America Management Corp. | 0.19% | Reduce -19.8% | 28,350 | $958K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +86.3% | 28,216 | $953K |
| Captrust Financial Advisors | 0.00% | Add +22.0% | 27,756 | $938K |
| Tidal Investments LLC | 0.00% | Add +46.2% | 26,880 | $908K |
| Corient Private Wealth LP | 0.00% | Add +8.2% | 26,707 | $881K |
| Kepler Cheuvreux (Suisse) SA | 0.06% | Reduce -1.6% | 25,366 | $857K |
| MQS Management LLC | 0.58% | New | 25,364 | $857K |
| Brooklyn Investment Group | 0.03% | Add +10.8% | 25,355 | $856K |
| Gulf International Bank (UK) Ltd | 0.02% | Add +69.4% | 23,947 | $809K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 23,754 | $802K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,550 | $795K |
| London Co. of Virginia | 0.00% | No change | 23,373 | $790K |
| Harvest Portfolios Group Inc. | 0.01% | Add +2.0% | 22,921 | $774K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.8% | 22,181 | $749K |
| Osaic Holdings, Inc. | 0.00% | Add +17.7% | 21,942 | $741K |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 21,719 | $734K |
| Pensionfund Sabic | 0.85% | No change | 20,888 | $706K |
| Ethic Inc. | 0.01% | Add +66.9% | 20,650 | $698K |
| Atom Investors LP | 0.05% | New | 20,418 | $690K |
| Havemeyer Place LP | 0.08% | New | 20,240 | $684K |
| Nomura Asset Management International Inc. | 0.00% | New | 20,200 | $683K |
| Blue Sparrow, LLC | 0.01% | New | 20,120 | $680K |
| Generali Asset Management SPA SGR | 0.01% | Reduce -5.0% | 19,947 | $674K |
| National Pension Service | 0.00% | Add +141.3% | 19,628 | $663K |
| Heritage Wealth Advisors | 0.03% | Reduce -3.1% | 19,288 | $652K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +53.5% | 19,162 | $647K |
| Mizuho Securities USA LLC | 0.01% | Reduce -17.0% | 18,181 | $614K |
| Atria Investments, Inc | 0.01% | Add +12.2% | 18,145 | $613K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.4% | 17,670 | $612K |
| VARCOV Co. | 0.23% | Add +218.9% | 18,110 | $612K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -11.6% | 18,090 | $611K |
| Keybank National Association | 0.00% | Reduce -0.8% | 17,817 | $602K |
| Allstate Corp. | 0.01% | Reduce -59.5% | 17,603 | $595K |
| Longfellow Investment Management Co. LLC | 0.12% | No change | 17,569 | $593K |
| Pathstone Holdings, LLC | 0.00% | Add +6.1% | 17,494 | $591K |
| United Capital Financial Advisors, LLC | 0.00% | Add +65.1% | 17,469 | $590K |
| Vident Advisory, LLC | 0.01% | Reduce -9.6% | 17,409 | $588K |
| Hartford Investment Management Co. | 0.02% | No change | 17,217 | $582K |
| Rockefeller Capital Management L.P. | 0.00% | Add +53.2% | 17,123 | $578K |
| Bayesian Capital Management, LP | 0.70% | New | 17,000 | $574K |
| Prudential PLC | 0.00% | No change | 16,805 | $568K |
| AlphaGrep UK Ltd | 0.16% | New | 16,518 | $558K |
| Pacific Sun Financial Corp | 0.26% | Add +3.8% | 15,859 | $536K |
| Bridgewater Associates | 0.00% | New | 15,573 | $526K |
| DoubleLine ETF Adviser LP | 0.20% | Reduce -20.4% | 15,546 | $525K |
| Maryland State Retirement & Pension System | 0.01% | No change | 15,343 | $518K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.7% | 15,300 | $517K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +1.7% | 15,233 | $515K |
| Naviter Wealth, LLC | 0.06% | Reduce -6.5% | 15,176 | $513K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.4% | 15,173 | $513K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +1.1% | 14,987 | $506K |
| Penserra Capital Management LLC | 0.01% | Add +2.0% | 14,936 | $504K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 14,702 | $497K |
| Clearstead Advisors, LLC | 0.00% | Reduce -7.3% | 14,703 | $497K |
| DRW Securities, LLC | 0.03% | Add +135.6% | 14,355 | $485K |
| Quadrant Capital Group LLC | 0.01% | Reduce -7.1% | 14,295 | $483K |
| Hantz Financial Services, Inc. | 0.01% | Add +57.6% | 14,232 | $481K |
| New Mexico Educational Retirement Board | 0.01% | No change | 13,900 | $470K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -25.6% | 13,626 | $467K |
| Blueshift Asset Management, LLC | 0.14% | New | 13,681 | $462K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -21.9% | 13,010 | $439K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | Reduce -25.6% | 12,992 | $439K |
| Cwm, LLC | 0.00% | Add +17.2% | 12,527 | $423K |
| MUFG Securities EMEA plc | 0.01% | No change | 12,375 | $418K |
| Partners in Financial Planning | 0.07% | No change | 12,368 | $418K |
| Frec Markets, Inc. | 0.07% | Add +59.4% | 12,031 | $406K |
| ASR Vermogensbeheer N.V. | 0.00% | Add +1.7% | 11,871 | $401K |
| Hummer Financial Advisory Services Inc | 0.28% | Add +4.8% | 11,722 | $396K |
| Saudi Central Bank | 0.01% | New | 11,589 | $391K |
| GAMMA Investing LLC | 0.02% | Add +21.0% | 11,249 | $380K |
| GTS Securities LLC | 0.01% | New | 11,244 | $380K |
| State of Wyoming | 0.04% | New | 11,190 | $378K |
| Abn Amro Investment Solutions | 0.00% | Add +1.1% | 11,050 | $373K |
| Snowwater Investment Partners, LLC | 0.35% | No change | 10,850 | $367K |
| E. Ohman J:or Asset Management AB | 0.01% | Add +238.0% | 10,849 | $366K |
| Two Sigma Securities, LLC | 0.04% | New | 10,737 | $363K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -8.2% | 10,705 | $362K |
| Jefferies Financial Group Inc. | 0.00% | New | 10,287 | $347K |
| CPA Asset Management Group, LLC | 0.11% | No change | 10,142 | $343K |
| Ackerman Capital Advisors, LLC | 0.07% | No change | 10,050 | $339K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -6.8% | 9,891 | $334K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.2% | 9,791 | $331K |
| Farringdon Capital, Ltd. | 0.07% | New | 9,689 | $327K |
| North Dakota State Investment Board | 0.01% | Reduce -14.9% | 9,658 | $326K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.1% | 9,624 | $325K |
| Nomura Holdings Inc. | 0.00% | Reduce -25.9% | 9,490 | $321K |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 9,399 | $318K |
| Groupama Asset Managment | 0.00% | Add +2.6% | 9,265 | $313K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | No change | 9,110 | $308K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -5.7% | 9,033 | $305K |
| Credit Agricole S A | 0.00% | Reduce -85.0% | 9,016 | $305K |
| Capula Management Ltd | 0.00% | New | 8,923 | $301K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 8,901 | $301K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.8% | 8,871 | $300K |
| Carnegie Investment Counsel | 0.01% | Add +25.1% | 8,768 | $296K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | No change | 8,694 | $294K |
| Medallion Wealth Advisors, LLC | 0.09% | No change | 8,447 | $285K |
| Mufg Securities Americas Inc. | 0.02% | Add +2.7% | 8,322 | $281K |
| HB Wealth Management, LLC | 0.00% | Add +10.2% | 8,151 | $275K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.2% | 8,077 | $273K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 7,980 | $270K |
| Stevens Capital Management LP | 0.04% | New | 7,574 | $256K |
| Capital Management Corp. | 0.04% | No change | 7,501 | $253K |
| Capital International Sarl | 0.00% | New | 7,438 | $251K |
| M&G PLC | 0.00% | New | 7,223 | $246K |
| V-Square Quantitative Management LLC | 0.03% | No change | 7,267 | $245K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -9.7% | 7,179 | $243K |
| Gateway Investment Advisers LLC | 0.00% | New | 7,145 | $241K |
| Advisory Alpha, LLC | 0.01% | New | 7,043 | $238K |
| Syon Capital LLC | 0.01% | Add +3.8% | 6,995 | $236K |
| Aprio Wealth Management, LLC | 0.01% | New | 6,974 | $236K |
| Compound Planning, Inc. | 0.01% | New | 6,937 | $234K |
| TT Capital Management LLC | 0.19% | Reduce -1.4% | 6,900 | $233K |
| One Capital Management, LLC | 0.01% | Reduce -13.6% | 6,840 | $231K |
| Patton Fund Management, Inc. | 0.04% | Add +9.5% | 6,786 | $229K |
| Integrity Wealth Solutions LLC | 0.09% | No change | 6,766 | $229K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -95.9% | 6,679 | $226K |
| Guggenheim Capital LLC | 0.00% | Reduce -39.4% | 6,627 | $224K |
| D. E. Shaw & Co. | 0.00% | New | 6,543 | $221K |
| Verus Financial Partners, Inc. | 0.02% | No change | 6,400 | $219K |
| IRON Financial LLC | 0.09% | Reduce -2.1% | 6,343 | $214K |
| Alps Advisors Inc. | 0.00% | Add +1.4% | 6,253 | $211K |
| Winebrenner Capital Management LLC | 0.13% | Add +0.2% | 6,011 | $203K |
| Ostrum Asset Management | 0.01% | Add +1.5% | 5,851 | $198K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +521.3% | 5,735 | $194K |
| Arax Advisory Partners | 0.01% | Add +1.5% | 5,551 | $188K |
| Tema ETFs LLC | 0.01% | Add +0.5% | 5,409 | $183K |
| Cetera Trust Company, N.A | 0.10% | Reduce -3.3% | 5,205 | $176K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 4,935 | $167K |
| Horizon Investments, LLC | 0.00% | Add +4.2% | 4,995 | $167K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.9% | 4,758 | $161K |
| Jones Financial Companies LLLP | 0.00% | Add +215.3% | 4,739 | $159K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 4,390 | $148K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 4,296 | $145K |
| Brown Brothers Harriman & Co. | 0.00% | Add +25.3% | 4,138 | $140K |
| Westpac Banking Corp. | 0.01% | Reduce -0.9% | 3,793 | $128K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.8% | 3,704 | $125K |
| Advisory Services Network, LLC | 0.00% | New | 3,680 | $124K |
| Quarry LP | 0.02% | Reduce -35.7% | 3,524 | $119K |
| US Bancorp \de | 0.00% | Reduce -25.8% | 3,443 | $116K |
| Signaturefd, LLC | 0.00% | Add +2.6% | 3,411 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 3,308 | $112K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,242 | $110K |
| Sun Life Financial Inc. | 0.01% | New | 3,215 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,846 | $96K |
| CX Institutional | 0.00% | Reduce -29.9% | 2,715 | $92K |
| Y.D. More Investments Ltd | 0.00% | New | 2,705 | $91K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 2,622 | $89K |
| Rothschild Investment LLC | 0.00% | Add +8.8% | 2,575 | $87K |
| Allworth Financial LP | 0.00% | Add +27.6% | 2,323 | $78K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,161 | $73K |
| Creative Financial Designs Inc. | 0.00% | Add +33.8% | 2,045 | $69K |
| Hanson & Doremus Investment Management | 0.01% | Add +108.9% | 1,918 | $65K |
| Addison Advisors LLC | 0.01% | Reduce -6.0% | 1,779 | $60K |
| Mather Group, Llc. | 0.00% | New | 1,566 | $53K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 1,550 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.8% | 1,376 | $47K |
| Wiser Advisor Group LLC | 0.06% | Add +1.1% | 1,352 | $46K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,349 | $46K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,296 | $44K |
| MAI Capital Management | 0.00% | Add +2198.2% | 1,264 | $43K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.7% | 1,261 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +89.0% | 1,219 | $41K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,219 | $41K |
| Whittier Trust Co. | 0.00% | Reduce -46.2% | 1,177 | $41K |
| Huntington National Bank | 0.00% | Add +4.5% | 1,202 | $41K |
| UMB Bank, n.a. | 0.00% | Reduce -30.1% | 1,199 | $41K |
| Ancora Advisors LLC | 0.00% | No change | 1,116 | $38K |
| Private Trust Co. NA | 0.00% | Add +0.9% | 1,083 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.3% | 1,048 | $35K |
| Albion Financial Group | 0.00% | New | 1,000 | $34K |
| Cromwell Holdings LLC | 0.02% | Add +25.7% | 920 | $31K |
| Group One Trading LLC | 0.00% | No change | 868 | $29K |
| CYBER HORNET ETFs LLC | 0.02% | Reduce -5.9% | 827 | $28K |
| Fulcrum Asset Management LLP | 0.00% | No change | 801 | $27K |
| Assetmark, Inc. | 0.00% | Reduce -82.5% | 750 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Add +39.0% | 742 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.5% | 732 | $25K |
| Versant Capital Management, Inc | 0.00% | Add +116.5% | 669 | $23K |
| Webster Bank, N. A. | 0.00% | No change | 648 | $22K |
| TD Capital Management LLC | 0.00% | New | 600 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.8% | 583 | $20K |
| International Assets Investment Management, LLC | 0.00% | No change | 500 | $17K |
| Root Financial Partners, LLC | 0.00% | Add +1924.0% | 506 | $17K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 500 | $17K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.9% | 500 | $17K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 495 | $17K |
| SHP Wealth Management | 0.00% | Reduce -4.3% | 463 | $16K |
| Crews Bank & Trust | 0.00% | No change | 444 | $15K |
| TD Private Client Wealth LLC | 0.00% | Add +15.5% | 440 | $15K |
| Lanark Financial, Inc. | 0.00% | Add +7.2% | 416 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 410 | $14K |
| IFP Advisors, Inc | 0.00% | Add +145.6% | 388 | $13K |
| Raiffeisen Bank International AG | 0.00% | No change | 378 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Add +57.9% | 360 | $12K |
| Quent Capital, LLC | 0.00% | Reduce -50.5% | 356 | $12K |
| Gold Investment Management Ltd. | 0.00% | No change | 349 | $12K |
| Horizon Financial Services, LLC | 0.00% | Add +98.8% | 330 | $11K |
| Manchester Capital Management LLC | 0.00% | No change | 317 | $11K |
| Trust Co. of Toledo NA | 0.00% | Add +3.3% | 312 | $11K |
| Highline Wealth Partners LLC | 0.00% | New | 265 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 250 | $8K |
| DT Investment Partners, LLC | 0.00% | No change | 224 | $8K |
| MBM Wealth Consultants, LLC | 0.00% | New | 216 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 216 | $7K |
| Zions Bancorporation, National Association | 0.00% | Add +2871.4% | 208 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $7K |
| First Horizon Corp. | 0.00% | No change | 200 | $7K |
| Bayforest Capital Ltd | 0.01% | New | 197 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -55.3% | 197 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 191 | $6K |
| Dogwood Wealth Management LLC | 0.00% | New | 172 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -11.9% | 170 | $6K |
| Covestor Ltd | 0.00% | Reduce -46.1% | 158 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -0.7% | 144 | $5K |
| Kilter Group LLC | 0.00% | Add +3.9% | 135 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 135 | $5K |
| Investors Research Corp | 0.00% | No change | 130 | $4K |
| J.Safra Asset Management Corp | 0.00% | No change | 125 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 95 | $3K |
| Smithfield Trust Co | 0.00% | No change | 70 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +29.9% | 87 | $3K |
| Essential Partners LLC | 0.00% | Reduce -16.0% | 84 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 83 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 76 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -72.0% | 75 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -24.2% | 72 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 70 | $2K |
| Aspect Partners, LLC | 0.00% | Add +2.9% | 70 | $2K |
| SouthState Bank Corp | 0.00% | Add +38.0% | 69 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -20.7% | 65 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -13.0% | 60 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -1.5% | 64 | $2K |
| Kozak & Associates, Inc. | 0.00% | Add +1.6% | 62 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Add +42.9% | 60 | $2K |
| NewEdge Advisors, LLC | 0.00% | New | 60 | $2K |
| GW&K Investment Management, LLC | 0.00% | Reduce -5.2% | 73 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -39.2% | 59 | $2K |
| Clayton Financial Group LLC | 0.00% | Add +50.0% | 54 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 54 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| Summit Securities Group LLC | 0.00% | Reduce -98.8% | 49 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Add +51.6% | 47 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 43 | $1K |
| Harbour Investments, Inc. | 0.00% | Reduce -57.0% | 37 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 35 | $1K |
| Nvwm, LLC | 0.00% | Reduce -30.0% | 35 | $1K |
| Spire Wealth Management | 0.00% | Reduce -31.4% | 35 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 33 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 33 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +28.0% | 32 | $1K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 26 | $878 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 24 | $811 |
| Quaker Wealth Management, LLC | 0.00% | Add +71.4% | 24 | $811 |
| Abound Wealth Management | 0.00% | No change | 23 | $784 |
| Dunhill Financial, LLC | 0.00% | Reduce -18.5% | 22 | $769 |
| Basepoint Wealth LLC | 0.00% | Add +4.8% | 22 | $750 |
| Aventura Private Wealth, LLC | 0.00% | No change | 20 | $676 |
| Destiny Wealth Partners, LLC | 0.00% | New | 20 | $676 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +72.7% | 19 | $641 |
| Ascentis Independent Advisors | 0.00% | New | 18 | $608 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -37.0% | 17 | $574 |
| American Capital Advisory, LLC | 0.00% | Reduce -5.9% | 16 | $541 |
| Cornerstone Financial Management LLC | 0.00% | No change | 16 | $540 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 16 | $540 |
| Sachetta, LLC | 0.00% | No change | 15 | $507 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -50.0% | 15 | $507 |
| Rialto Wealth Management, LLC | 0.00% | No change | 15 | $507 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -90.1% | 14 | $485 |
| Bell Investment Advisors, Inc | 0.00% | No change | 14 | $473 |
| Whipplewood Advisors, LLC | 0.00% | New | 11 | $372 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $342 |
| Activest Wealth Management | 0.00% | No change | 9 | $304 |
| Synergy Investment Management, LLC | 0.00% | New | 9 | $304 |
| Hughes Financial Services, LLC | 0.00% | Add +75.0% | 7 | $236 |
| Silicon Valley Capital Partners | 0.00% | New | 6 | $203 |
| Rossby Financial, LCC | 0.00% | No change | 5 | $171 |
| Clark Wealth Partners | 0.00% | Reduce -73.3% | 4 | $136 |
| Meeder Asset Management Inc. | 0.00% | New | 1 | $34 |
| 3 Factor Indexing, LLC | 0.00% | — | 1 | $34 |
| Avion Wealth | 0.00% | Reduce -82.3% | 15 | $0 |
"% of holder's portfolio" is UDR's weight in each manager's 13F, not the share of Udr Inc. the manager owns.