Walker & DunlopWD
13F holders, Q4 2025 (December 31)278holders −5
36new positions
44sold out
7famous investors
$60.15avg. 13F price*
At the end of Q4 2025, 278 institutions reported holding Walker & Dunlop Inc. (WD) in their 13F filings, down 5 from Q3 2025. 36 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($304.5M), Vanguard Group Inc. ($223.5M) and State Street Corp. ($90.0M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Walker & Dunlop Inc.
- CUSIP
- 93148P102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $32.0M |
| Exits | 44 | $66.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,805,005 shares bought and 3,312,797 shares sold, net −507,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| BlackRock, Inc. | 0.01% | Add +2.8% | 5,062,083 | $304.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 3,715,924 | $223.5M |
| State Street Corp. | 0.00% | Add +2.6% | 1,496,711 | $90.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.4% | 1,265,106 | $76.1M |
| Alliancebernstein L.P. | 0.02% | Add +1.9% | 1,221,012 | $73.4M |
| Janus Henderson Group PLC | 0.03% | Reduce -23.2% | 1,183,480 | $71.2M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -8.0% | 1,175,248 | $70.7M |
| Deprince Race & Zollo Inc. | 0.99% | Add +59.9% | 859,072 | $51.7M |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 798,569 | $48.0M |
| Royce & Associates LP | 0.33% | Add +12.2% | 545,558 | $32.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.9% | 490,421 | $29.5M |
| Morgan Stanley | 0.00% | Add +26.1% | 476,017 | $28.6M |
| Conversant Capital LLC | 4.82% | Add +19.3% | 421,380 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.1% | 389,284 | $23.4M |
| FMR LLC | 0.00% | Reduce -3.4% | 380,152 | $22.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.1% | 349,511 | $21.0M |
| Northern Trust Corp. | 0.00% | Reduce -10.8% | 330,644 | $19.9M |
| Two Sigma Investments, LP | 0.03% | Add +10.4% | 313,671 | $18.9M |
| Millennium Management | 0.01% | Add +20.5% | 298,459 | $18.0M |
| Alyeska Investment Group, L.P. | 0.05% | Add +56.9% | 289,695 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 275,201 | $16.6M |
| Bank of America Corp. | 0.00% | Reduce -28.2% | 272,758 | $16.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +82.4% | 246,313 | $14.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +192.1% | 233,282 | $14.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -39.5% | 215,260 | $12.9M |
| Brown Advisory Inc. | 0.02% | Reduce -5.9% | 215,249 | $12.9M |
| Erste Asset Management GmbH | 0.10% | No change | 200,000 | $12.0M |
| Jane Street Group, LLC | 0.01% | Add +1105.1% | 181,627 | $10.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 162,302 | $9.8M |
| Thornburg Investment Management Inc. | 0.12% | Add +0.3% | 160,103 | $9.6M |
| Tributary Capital Management, LLC | 0.88% | Reduce -8.7% | 148,534 | $8.9M |
| Squarepoint Ops LLC | 0.02% | New | 141,744 | $8.5M |
| Kathmere Capital Management, LLC | 0.56% | Add +0.0% | 138,441 | $8.3M |
| NFJ Investment Group, LLC | 0.28% | Reduce -23.8% | 129,036 | $7.8M |
| Point72 Asset Management | 0.01% | Add +2697.2% | 126,124 | $7.6M |
| Public Sector Pension Investment Board | 0.02% | Reduce -9.4% | 120,376 | $7.2M |
| Deutsche Bank AG | 0.00% | Reduce -14.9% | 117,521 | $7.1M |
| Karl Kapital LLC | 6.22% | — | 116,617 | $7.0M |
| Nuveen, LLC | 0.00% | Reduce -1.0% | 114,461 | $6.9M |
| Nixon Capital, LLC | 1.82% | Add +2.3% | 114,420 | $6.9M |
| New York State Common Retirement Fund | 0.01% | Add +133.6% | 105,741 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +42.9% | 103,729 | $6.2M |
| Crawford Investment Counsel Inc. | 0.10% | Add +2.1% | 102,145 | $6.1M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +982.7% | 98,592 | $5.9M |
| Renaissance Technologies | 0.01% | Add +160.3% | 95,800 | $5.8M |
| Rhumbline Advisers | 0.00% | Reduce -5.5% | 95,034 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.5% | 94,395 | $5.7M |
| Invesco Ltd. | 0.00% | Add +2.9% | 93,728 | $5.6M |
| Citadel Advisors | 0.00% | Add +84.3% | 93,453 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +17.2% | 85,801 | $5.2M |
| Legal & General Group Plc | 0.00% | Reduce -1.9% | 83,937 | $5.0M |
| Two Sigma Advisers, LP | 0.01% | Reduce -15.8% | 82,500 | $5.0M |
| Heartland Advisors Inc. | 0.24% | Add +50.0% | 75,000 | $4.5M |
| New Age Alpha Advisors, LLC | 0.18% | Add +1401.9% | 68,846 | $4.1M |
| Swiss National Bank | 0.00% | Add +2.0% | 67,200 | $4.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 59,818 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.6% | 58,097 | $3.5M |
| AQR Capital Management | 0.00% | Add +208.6% | 56,468 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Add +119.6% | 55,817 | $3.4M |
| Barclays PLC | 0.00% | Add +15.7% | 54,236 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +19.0% | 53,186 | $3.2M |
| Tudor Investment Corporation | 0.02% | New | 51,592 | $3.1M |
| SG Americas Securities, LLC | 0.00% | Add +632.8% | 49,604 | $3.0M |
| Moody Aldrich Partners LLC | 0.55% | Reduce -0.5% | 48,750 | $2.9M |
| New York State Teachers Retirement System | 0.01% | No change | 48,650 | $2.9M |
| UBS Group AG | 0.00% | Reduce -19.1% | 43,916 | $2.6M |
| GW&K Investment Management, LLC | 0.02% | Reduce -5.5% | 39,191 | $2.4M |
| Shufro Rose & Co. LLC | 0.16% | Reduce -15.2% | 38,981 | $2.3M |
| Trexquant Investment LP | 0.02% | Add +84.8% | 38,675 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Add +649.0% | 36,700 | $2.2M |
| Davidson Kahn Capital Management, LLC | 1.12% | Add +0.2% | 35,991 | $2.1M |
| Marshall Wace, LLP | 0.00% | New | 34,809 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.4% | 33,785 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.9% | 33,513 | $2.0M |
| Amundi | 0.00% | Add +458.9% | 33,390 | $2.0M |
| Lighthouse Investment Partners, LLC | 0.07% | New | 33,162 | $2.0M |
| Verdence Capital Advisors LLC | 0.12% | Reduce -39.2% | 32,806 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 32,453 | $2.0M |
| Sei Investments Co. | 0.00% | Add +104.5% | 31,865 | $1.9M |
| Capitolis Liquid Global Markets LLC | 0.01% | No change | 31,700 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -6.6% | 31,665 | $1.9M |
| First Trust Advisors LP | 0.00% | Reduce -17.9% | 31,344 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +48.4% | 30,050 | $1.8M |
| First Sabrepoint Capital Management LP | 0.74% | Reduce -75.0% | 30,000 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -19.4% | 29,471 | $1.8M |
| Twinbeech Capital LP | 0.12% | New | 28,328 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Add +114.7% | 28,195 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -12.1% | 27,637 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 26,447 | $1.6M |
| Bayview Asset Management, LLC | 1.34% | Add +175.6% | 24,800 | $1.5M |
| Citigroup Inc. | 0.00% | Add +96.2% | 24,612 | $1.5M |
| Holocene Advisors, LP | 0.00% | Reduce -21.4% | 24,230 | $1.5M |
| Verition Fund Management LLC | 0.01% | Add +68.5% | 23,506 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.8% | 23,407 | $1.4M |
| American Century Companies Inc. | 0.00% | Add +123.3% | 23,066 | $1.4M |
| Aquatic Capital Management LLC | 0.04% | Reduce -5.7% | 20,526 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +26.9% | 19,478 | $1.2M |
| Illinois Municipal Retirement Fund | 0.01% | Add +13.3% | 18,954 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.1% | 18,787 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.0% | 18,349 | $1.1M |
| ARGA Investment Management, LP | 0.03% | No change | 18,113 | $1.1M |
| RPg Family Wealth Advisory, LLC | 0.24% | Add +66.5% | 17,782 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +41.5% | 16,684 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 16,443 | $989K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.2% | 15,680 | $943K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.6% | 15,600 | $938K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 15,316 | $921K |
| ExodusPoint Capital Management, LP | 0.01% | New | 15,171 | $913K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -24.8% | 14,801 | $890K |
| Intech Investment Management LLC | 0.01% | Reduce -17.8% | 14,393 | $866K |
| AlphaQuest LLC | 0.05% | Add +293.7% | 13,678 | $823K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.9% | 13,584 | $817K |
| Voloridge Investment Management, LLC | 0.00% | New | 13,513 | $813K |
| Royal Bank of Canada | 0.00% | Reduce -40.5% | 13,192 | $793K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.4% | 13,137 | $790K |
| Gsa Capital Partners LLP | 0.07% | New | 13,062 | $786K |
| Brevan Howard Capital Management LP | 0.02% | New | 12,812 | $771K |
| Victory Capital Management Inc. | 0.00% | Reduce -98.6% | 12,616 | $759K |
| QSV Equity Investors LLC | 1.11% | Reduce -37.8% | 12,453 | $749K |
| Carson Advisory Inc. | 0.38% | Reduce -4.7% | 12,125 | $729K |
| Advisory Services Network, LLC | 0.01% | Reduce -16.8% | 11,954 | $719K |
| Spinnaker Investment Group, LLC | 0.13% | Reduce -2.6% | 11,868 | $714K |
| Legato Capital Management LLC | 0.06% | New | 11,697 | $704K |
| Almitas Capital LLC | 0.15% | New | 11,600 | $698K |
| State of Wisconsin Investment Board | 0.00% | Add +119.0% | 11,456 | $689K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +25.3% | 10,885 | $655K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +30.1% | 10,427 | $629K |
| Canada Pension Plan Investment Board | 0.00% | New | 10,200 | $614K |
| VARCOV Co. | 0.24% | — | 10,094 | $607K |
| XTX Topco Ltd | 0.02% | New | 10,006 | $602K |
| Magnetar Financial LLC | 0.01% | New | 9,997 | $601K |
| Pathstone Holdings, LLC | 0.00% | Reduce -11.3% | 9,960 | $599K |
| Amalgamated Bank | 0.00% | Add +0.4% | 9,864 | $593K |
| First Eagle Investment Management, LLC | 0.00% | Add +216.7% | 9,792 | $589K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.7% | 9,141 | $580K |
| Arizona State Retirement System | 0.00% | Reduce -5.6% | 9,488 | $571K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,451 | $568K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 9,400 | $565K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +0.2% | 9,131 | $549K |
| Mariner, LLC | 0.00% | Add +4.7% | 9,089 | $547K |
| MYDA Advisors LLC | 0.15% | New | 9,000 | $541K |
| Creative Planning | 0.00% | Reduce -63.0% | 8,961 | $539K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +34.4% | 8,935 | $537K |
| Dempze Nancy E | 0.28% | Add +83.3% | 8,800 | $529K |
| Glenmede Trust Co. NA | 0.00% | — | 8,796 | $529K |
| EULAV Asset Management | 0.01% | Reduce -77.9% | 8,600 | $517K |
| Comerica Bank | 0.00% | Reduce -20.6% | 8,559 | $515K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 8,433 | $507K |
| LPL Financial LLC | 0.00% | Reduce -17.1% | 8,166 | $491K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -7.3% | 7,575 | $476K |
| HRT Financial LP | 0.00% | Add +175.2% | 7,869 | $473K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.3% | 7,804 | $469K |
| Synergy Financial Group, LTD | 0.32% | Reduce -0.1% | 7,484 | $450K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -7.6% | 7,300 | $439K |
| ProShare Advisors LLC | 0.00% | Add +3.1% | 6,425 | $386K |
| Mackenzie Financial Corp. | 0.00% | Reduce -53.9% | 6,192 | $376K |
| GatePass Capital, LLC | 0.19% | No change | 6,049 | $364K |
| Profund Advisors LLC | 0.01% | Add +121.2% | 6,049 | $364K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.1% | 5,869 | $360K |
| Voya Investment Management LLC | 0.00% | Reduce -0.9% | 5,972 | $359K |
| Centiva Capital, LP | 0.02% | New | 5,873 | $353K |
| Atria Investments, Inc | 0.00% | Reduce -0.3% | 5,820 | $350K |
| Choreo, LLC | 0.00% | Reduce -1.4% | 5,715 | $347K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +6.5% | 5,644 | $339K |
| Corient Private Wealth LP | 0.00% | Reduce -51.1% | 5,626 | $338K |
| Aigen Investment Management, LP | 0.07% | Add +59.5% | 5,029 | $302K |
| First National Bank of Omaha | 0.01% | Reduce -2.1% | 4,973 | $299K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.1% | 4,952 | $298K |
| EntryPoint Capital, LLC | 0.12% | Reduce -41.9% | 4,951 | $298K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,931 | $297K |
| Freestone Grove Partners LP | 0.00% | Add +25.7% | 4,912 | $295K |
| Caxton Associates LLP | 0.01% | New | 4,812 | $289K |
| Man Group plc | 0.00% | New | 4,770 | $287K |
| Quantbot Technologies LP | 0.01% | New | 4,652 | $280K |
| Virtu Financial LLC | 0.01% | New | 4,372 | $263K |
| Jump Financial, LLC | 0.00% | Reduce -9.7% | 4,334 | $261K |
| Allianz Asset Management GmbH | 0.00% | New | 4,322 | $260K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -27.9% | 4,300 | $259K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,298 | $259K |
| 1832 Asset Management L.P. | 0.00% | Add +24.8% | 4,243 | $255K |
| Entropy Technologies, LP | 0.01% | New | 4,199 | $253K |
| Praxis Investment Management Inc. | 0.01% | No change | 4,120 | $248K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.1% | 4,038 | $243K |
| Independent Financial Group, LLC | 0.01% | Add +1.1% | 3,993 | $240K |
| R Squared Ltd | 0.11% | Add +32.6% | 3,978 | $239K |
| Inceptionr LLC | 0.07% | Reduce -33.9% | 3,956 | $238K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.0% | 3,893 | $234K |
| Massar Capital Management, LP | 0.05% | New | 3,819 | $230K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.8% | 3,799 | $227K |
| Cwm, LLC | 0.00% | Add +161.4% | 3,498 | $210K |
| CIBC Asset Management Inc | 0.00% | Add +3.5% | 3,340 | $201K |
| US Bancorp \de | 0.00% | Reduce -37.7% | 3,172 | $191K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,756 | $166K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -73.4% | 2,230 | $134K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +104.5% | 2,143 | $129K |
| Crewe Advisors LLC | 0.01% | No change | 2,000 | $120K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.4% | 1,910 | $115K |
| Arbor Wealth Management LLC\AZ | 0.07% | — | 1,599 | $96K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.5% | 1,569 | $94K |
| KBC Group NV | 0.00% | No change | 1,136 | $68K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -25.8% | 985 | $59K |
| Huntington National Bank | 0.00% | Add +47.9% | 865 | $52K |
| Asset Dedication, LLC | 0.00% | No change | 865 | $52K |
| Public Employees Retirement System of Ohio | 0.00% | Add +10.2% | 789 | $47K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +1398.0% | 734 | $44K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 730 | $44K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 514 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.6% | 490 | $30K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 413 | $25K |
| Signaturefd, LLC | 0.00% | Reduce -55.4% | 401 | $24K |
| GAMMA Investing LLC | 0.00% | Reduce -35.9% | 307 | $18K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 296 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 294 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +37.4% | 279 | $17K |
| State of Wyoming | 0.00% | Add +17.8% | 265 | $16K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 260 | $16K |
| Salomon & Ludwin, LLC | 0.00% | Add +80.0% | 261 | $16K |
| UMB Bank, n.a. | 0.00% | Reduce -7.9% | 234 | $14K |
| Allworth Financial LP | 0.00% | Reduce -56.1% | 224 | $13K |
| Los Angeles Capital Management LLC | 0.00% | New | 152 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $12K |
| Roble, Belko & Company, Inc | 0.00% | No change | 199 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -1.6% | 189 | $11K |
| Private Trust Co. NA | 0.00% | Add +84.0% | 173 | $10K |
| Covestor Ltd | 0.01% | No change | 161 | $10K |
| Jones Financial Companies LLLP | 0.00% | Add +0.6% | 165 | $10K |
| Quadrant Capital Group LLC | 0.00% | Reduce -92.6% | 156 | $9K |
| Quarry LP | 0.00% | Reduce -8.8% | 156 | $9K |
| Versant Capital Management, Inc | 0.00% | Reduce -82.3% | 148 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -35.8% | 140 | $8K |
| National Bank of Canada | 0.00% | Reduce -80.7% | 131 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.6% | 126 | $8K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 122 | $7K |
| International Assets Investment Management, LLC | 0.00% | New | 120 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -25.9% | 103 | $6K |
| DV Trading LLC | 0.00% | — | 101 | $6K |
| Rothschild Investment LLC | 0.00% | Add +48.5% | 101 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 100 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.1% | 82 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 80 | $5K |
| Essential Partners LLC | 0.00% | Add +234.8% | 77 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 75 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +15.0% | 69 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.3% | 69 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -31.9% | 64 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -84.0% | 63 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 53 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -60.0% | 50 | $3K |
| Kingdom Financial Group LLC. | 0.00% | New | 45 | $3K |
| Vision Financial Markets LLC | 0.00% | No change | 42 | $2K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +350.0% | 36 | $2K |
| SWAN Capital LLC | 0.00% | New | 36 | $2K |
| Missouri Trust & Investment Co | 0.00% | No change | 35 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.6% | 35 | $2K |
| Root Financial Partners, LLC | 0.00% | Reduce -64.6% | 34 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -34.0% | 35 | $2K |
| High Note Wealth, LLC | 0.00% | New | 30 | $2K |
| True Wealth Design, LLC | 0.00% | Add +866.7% | 29 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 28 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -39.5% | 23 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 23 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 23 | $1K |
| IFP Advisors, Inc | 0.00% | Add +2100.0% | 22 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Add +112.5% | 17 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +166.7% | 16 | $963 |
| Abound Wealth Management | 0.00% | No change | 14 | $846 |
| Tidemark, LLC | 0.00% | Add +8.3% | 13 | $753 |
| MAI Capital Management | 0.00% | Reduce -70.7% | 12 | $722 |
| Bell Investment Advisors, Inc | 0.00% | Add +33.3% | 8 | $482 |
| Fortitude Family Office, LLC | 0.00% | Reduce -42.9% | 8 | $481 |
| Strategic Advocates LLC | 0.00% | Reduce -97.4% | 7 | $426 |
| Ankerstar Wealth, LLC | 0.00% | — | 5 | $301 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -40.0% | 3 | $181 |
| Gilpin Wealth Management, LLC | 0.00% | — | 2 | $121 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $121 |
| Assetmark, Inc. | 0.00% | Reduce -90.5% | 2 | $120 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $55 |
| Bessemer Group Inc. | 0.00% | Reduce -99.9% | 2 | $0 |
"% of holder's portfolio" is WD's weight in each manager's 13F, not the share of Walker & Dunlop Inc. the manager owns.