WP CareyWPC
13F holders, Q2 2024 (June 30)783holders +11
73new positions
64sold out
8famous investors
$55.13avg. 13F price*
At the end of Q2 2024, 783 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 11 from Q1 2024. 73 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock Inc. ($1.5B) and State Street Corp. ($673.9M). 8 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $89.0M |
| Exits | 64 | $127.4M |
All 13F filers, Q1 2024 → Q2 2024: 7,584,387 shares bought and 13,714,326 shares sold, net −6,129,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 783 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.6% | 30,779,355 | $1.7B |
| BlackRock Inc. | 0.03% | Reduce -0.2% | 26,789,725 | $1.5B |
| State Street Corp. | 0.03% | Reduce -0.2% | 12,054,004 | $673.9M |
| Geode Capital Management, LLC | 0.02% | Add +3.4% | 4,446,461 | $244.4M |
| Massachusetts Financial Services Co. | 0.05% | Add +22.2% | 3,240,705 | $178.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +6.9% | 3,152,879 | $173.6M |
| Cohen & Steers, Inc. | 0.36% | Reduce -53.8% | 3,120,565 | $171.8M |
| Legal & General Group Plc | 0.04% | Reduce -13.6% | 2,581,385 | $142.1M |
| Bank of New York Mellon Corp | 0.03% | Add +0.3% | 2,524,490 | $139.0M |
| Norges Bank | 0.02% | Reduce -3.9% | 2,524,080 | $139.0M |
| PGGM Investments | 1.97% | Add +18.5% | 2,498,975 | $137.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.2% | 2,495,471 | $137.4M |
| Northern Trust Corp. | 0.02% | Add +13.3% | 1,974,499 | $108.7M |
| Morgan Stanley | 0.01% | Add +8.3% | 1,930,225 | $106.3M |
| Balyasny Asset Management L.P. | 0.24% | Add +10.9% | 1,668,237 | $91.8M |
| Equity Investment Corp. | 2.07% | Add +38.9% | 1,472,017 | $81.0M |
| UBS Group AG | 0.02% | Reduce -1.4% | 1,389,527 | $76.5M |
| Daiwa Securities Group Inc. | 0.41% | Reduce -42.0% | 1,369,514 | $75.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -61.3% | 1,249,819 | $68.8M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -7.5% | 1,220,175 | $67.2M |
| Invesco Ltd. | 0.01% | Add +39.4% | 1,061,452 | $58.4M |
| California Public Employees Retirement System | 0.04% | Reduce -9.2% | 1,047,629 | $57.7M |
| Bank of America Corp. | 0.00% | Add +6.8% | 877,158 | $48.3M |
| APG Asset Management US Inc. | 0.25% | No change | 791,037 | $43.2M |
| LPL Financial LLC | 0.02% | Add +6.0% | 767,971 | $42.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -11.5% | 728,540 | $40.1M |
| Barclays PLC | 0.02% | Reduce -4.5% | 686,260 | $37.8M |
| HSBC Holdings PLC | 0.02% | Add +185.7% | 684,355 | $37.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.3% | 668,462 | $36.8M |
| Rhumbline Advisers | 0.03% | Reduce -2.0% | 668,017 | $36.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.5% | 653,919 | $36.1M |
| Swiss National Bank | 0.02% | Reduce -1.2% | 647,151 | $35.6M |
| Advisors Capital Management, LLC | 0.62% | Add +7.0% | 645,690 | $35.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -15.0% | 642,560 | $35.4M |
| Canada Pension Plan Investment Board | 0.03% | Add +8.2% | 583,851 | $32.1M |
| Zacks Investment Management | 0.34% | Add +2.5% | 554,731 | $30.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +93.2% | 466,276 | $25.7M |
| Waterfront Capital Partners, LLC | 3.28% | New | 463,979 | $25.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +17.8% | 459,545 | $25.4M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +0.4% | 458,040 | $25.2M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -8.3% | 427,385 | $23.5M |
| Brown Advisory Inc. | 0.03% | Reduce -4.0% | 421,530 | $23.2M |
| Wells Fargo & Company | 0.01% | Reduce -10.4% | 403,880 | $22.2M |
| Public Employees Retirement System of Ohio | 0.09% | Reduce -0.7% | 401,568 | $22.1M |
| FMR LLC | 0.00% | Add +8.8% | 396,489 | $21.8M |
| Alliancebernstein L.P. | 0.01% | Add +3.9% | 394,997 | $21.7M |
| Cetera Investment Advisers | 0.05% | Add +0.5% | 362,206 | $19.9M |
| Raymond James & Associates | 0.01% | Add +23.6% | 360,517 | $19.8M |
| Schonfeld Strategic Advisors LLC | 0.15% | Add +6537.5% | 348,139 | $19.2M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +4.4% | 334,496 | $18.4M |
| Berkshire Asset Management LLC | 0.91% | Add +1.4% | 331,983 | $18.3M |
| Citigroup Inc. | 0.02% | Add +7.1% | 329,790 | $18.2M |
| Jane Street Group, LLC | 0.02% | Add +671.7% | 317,779 | $17.5M |
| California State Teachers Retirement System | 0.02% | Reduce -2.0% | 312,932 | $17.2M |
| Deutsche Bank AG | 0.01% | Reduce -0.6% | 290,959 | $16.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -16.6% | 289,642 | $15.9M |
| First Trust Advisors LP | 0.02% | Add +24.4% | 285,657 | $15.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.1% | 279,211 | $15.4M |
| Corebridge Financial, Inc. | 0.08% | — | 276,770 | $15.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.6% | 270,083 | $14.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -85.8% | 269,949 | $14.9M |
| Amundi | 0.01% | Reduce -13.4% | 266,354 | $14.6M |
| Foundry Partners, LLC | 0.72% | Add +52.7% | 243,375 | $13.4M |
| National Bank of Canada | 0.02% | Add +26546.1% | 231,022 | $12.6M |
| New York State Teachers Retirement System | 0.03% | Add +10.3% | 223,173 | $12.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +2.5% | 218,199 | $12.0M |
| Aew Capital Management L P | 0.58% | No change | 216,400 | $11.9M |
| Weiss Asset Management LP | 0.94% | New | 216,064 | $11.9M |
| Royal Bank of Canada | 0.00% | Reduce -13.2% | 211,041 | $11.6M |
| TruWealth Advisors, LLC | 0.76% | Reduce -4.0% | 208,281 | $11.5M |
| Aviva PLC | 0.03% | Reduce -2.6% | 200,525 | $11.0M |
| Pacer Advisors, Inc. | 0.03% | Reduce -2.7% | 199,202 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -2.8% | 189,878 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.2% | 172,652 | $9.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.9% | 171,306 | $9.4M |
| Illinois Municipal Retirement Fund | 0.14% | Add +56.0% | 170,760 | $9.4M |
| State of Alaska, Department of Revenue | 0.10% | Add +5.0% | 169,533 | $9.3M |
| Susquehanna Fundamental Investments, LLC | 0.21% | New | 166,656 | $9.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 155,818 | $8.6M |
| Sonora Investment Management Group, LLC | 0.64% | No change | 143,406 | $8.1M |
| Treasurer of the State of North Carolina | 0.03% | Add +33.0% | 145,561 | $8.0M |
| Carnegie Investment Counsel | 0.25% | Add +16.4% | 144,310 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.8% | 143,405 | $7.9M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +0.9% | 140,328 | $7.7M |
| MML Investors Services, LLC | 0.03% | Reduce -6.6% | 137,618 | $7.6M |
| Franklin Resources Inc. | 0.00% | Reduce -15.9% | 137,162 | $7.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -22.6% | 131,347 | $7.2M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -7.6% | 131,817 | $7.2M |
| New York State Common Retirement Fund | 0.01% | Add +0.0% | 129,938 | $7.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.0% | 129,668 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -51.5% | 128,687 | $7.1M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +3.0% | 124,572 | $6.9M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -3.8% | 125,288 | $6.9M |
| Allworth Financial LP | 0.04% | Add +0.7% | 116,305 | $6.9M |
| Rock Point Advisors, LLC | 2.06% | Add +4.5% | 124,774 | $6.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.1% | 122,884 | $6.8M |
| MetLife Investment Management, LLC | 0.04% | Add +1.5% | 121,872 | $6.7M |
| Amalgamated Bank | 0.06% | Add +2.0% | 121,617 | $6.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 121,061 | $6.7M |
| DAVENPORT & Co LLC | 0.04% | Reduce -8.5% | 119,725 | $6.6M |
| Crawford Investment Counsel Inc. | 0.12% | Reduce -1.5% | 118,684 | $6.5M |
| Verdence Capital Advisors LLC | 0.57% | No change | 116,553 | $6.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.7% | 115,891 | $6.4M |
| Schroder Investment Management Group | 0.01% | Add +591.6% | 114,738 | $6.3M |
| Wellington Management Group LLP | 0.00% | Add +291.1% | 114,207 | $6.3M |
| Ensign Peak Advisors, Inc | 0.01% | Add +56.8% | 112,330 | $6.2M |
| Seneca House Advisors | 2.68% | Reduce -2.9% | 112,293 | $6.2M |
| Royal London Asset Management Ltd. | 0.02% | Add +6.8% | 112,189 | $6.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -5.3% | 111,290 | $6.1M |
| Danske Bank A/S | 0.02% | Reduce -11.5% | 110,834 | $6.1M |
| SG Americas Securities, LLC | 0.04% | Reduce -23.1% | 110,192 | $6.1M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +288.8% | 108,376 | $6.0M |
| QRG Capital Management, Inc. | 0.07% | Add +9.8% | 108,156 | $6.0M |
| Sei Investments Co. | 0.01% | Reduce -51.8% | 105,292 | $5.8M |
| AXA S.A. | 0.02% | Add +84.0% | 104,572 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +4.3% | 99,879 | $5.6M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -16.9% | 100,905 | $5.6M |
| Yousif Capital Management, LLC | 0.06% | Reduce -7.2% | 100,849 | $5.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.7% | 100,505 | $5.5M |
| Dupree Financial Group, LLC | 2.62% | Add +2.3% | 98,364 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +33.1% | 94,838 | $5.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -26.1% | 94,282 | $5.2M |
| IFM Investors Pty Ltd | 0.05% | Add +121.6% | 93,888 | $5.2M |
| Aberdeen Group plc | 0.01% | Reduce -21.6% | 93,428 | $5.1M |
| State of Tennessee, Department of Treasury | 0.02% | Add +2.2% | 92,996 | $5.1M |
| Meritage Portfolio Management | 0.31% | Reduce -2.3% | 88,487 | $4.9M |
| Cubist Systematic Strategies, LLC | 0.08% | New | 88,388 | $4.9M |
| Van Eck Associates Corp. | 0.01% | Reduce -3.0% | 88,324 | $4.9M |
| Hoylecohen, LLC | 0.37% | Reduce -4.8% | 88,207 | $4.9M |
| Storebrand Asset Management As | 0.02% | No change | 87,754 | $4.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -0.1% | 86,850 | $4.8M |
| USS Investment Management Ltd | 0.04% | Add +4.0% | 86,454 | $4.8M |
| Sheets Smith Wealth Management | 0.56% | Reduce -4.0% | 85,112 | $4.7M |
| Exchange Traded Concepts, LLC | 0.12% | Reduce -9.7% | 84,229 | $4.6M |
| Arkfeld Wealth Strategies, L.L.C. | 2.34% | Add +2.3% | 83,657 | $4.6M |
| Te Ahumairangi Investment Management Ltd | 0.88% | Reduce -0.9% | 83,181 | $4.6M |
| Mariner, LLC | 0.01% | Reduce -5.4% | 82,200 | $4.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -36.2% | 81,798 | $4.5M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -6.2% | 80,075 | $4.5M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +1.9% | 80,323 | $4.4M |
| Forsta Ap-Fonden | 0.04% | Reduce -11.3% | 79,600 | $4.4M |
| National Pension Service | 0.01% | No change | 79,465 | $4.4M |
| Nicholas Company, Inc. | 0.07% | Reduce -9.3% | 78,975 | $4.3M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | Reduce -8.2% | 78,800 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +201.7% | 78,385 | $4.3M |
| Advocate Group LLC | 0.84% | Reduce -2.6% | 76,020 | $4.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -54.4% | 75,066 | $4.1M |
| Squarepoint Ops LLC | 0.02% | Add +1.3% | 74,273 | $4.1M |
| Guggenheim Capital LLC | 0.03% | Reduce -9.4% | 74,097 | $4.1M |
| Victory Capital Management Inc. | 0.00% | Add +0.2% | 73,906 | $4.1M |
| Millennium Management | 0.00% | New | 73,435 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 73,400 | $4.0M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -32.4% | 72,391 | $4.0M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.04% | — | 70,434 | $3.9M |
| Gateway Investment Advisers LLC | 0.04% | Add +1409.4% | 70,097 | $3.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -5.9% | 67,573 | $3.7M |
| UniSuper Management Pty Ltd | 0.03% | Add +3.6% | 67,522 | $3.7M |
| Neo Ivy Capital Management | 0.73% | — | 67,424 | $3.7M |
| Karpas Strategies, LLC | 1.16% | Add +0.4% | 67,271 | $3.7M |
| Caisse de depot et placement du Quebec | 0.01% | New | 66,802 | $3.7M |
| Creative Planning | 0.00% | Reduce -5.0% | 64,502 | $3.6M |
| American Century Companies Inc. | 0.00% | Add +8.1% | 63,802 | $3.5M |
| Prairiewood Capital, LLC | 1.67% | Add +7.8% | 63,754 | $3.5M |
| Andra AP-fonden | 0.06% | Add +19.9% | 62,900 | $3.5M |
| Louisiana State Employees Retirement System | 0.07% | Reduce -1.6% | 61,900 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +16.4% | 60,818 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Add +193.1% | 60,674 | $3.3M |
| Cozad Asset Management Inc. | 0.33% | Reduce -3.3% | 60,493 | $3.3M |
| Arizona State Retirement System | 0.02% | Reduce -0.1% | 60,069 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -8.5% | 58,971 | $3.2M |
| Creegan & Nassoura Financial Group, LLC | 2.23% | Add +27.1% | 58,960 | $3.2M |
| New Insight Wealth Advisors | 1.91% | Reduce -2.7% | 58,955 | $3.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Reduce -2.2% | 56,342 | $3.1M |
| Armstrong, Fleming & Moore, Inc | 1.98% | Reduce -10.1% | 56,148 | $3.1M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +5.7% | 55,503 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +32.9% | 55,398 | $3.0M |
| Cohen Capital Management, Inc. | 0.52% | Add +0.8% | 55,208 | $3.0M |
| Pensionfund PDN | 1.57% | No change | 53,800 | $3.0M |
| HighPoint Advisor Group LLC | 0.18% | Reduce -12.6% | 48,260 | $2.9M |
| Korea Investment CORP | 0.01% | Reduce -18.4% | 53,105 | $2.9M |
| State of Michigan Retirement System | 0.01% | Reduce -1.9% | 52,700 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +170.0% | 52,122 | $2.9M |
| Employees Retirement System of Texas | 0.03% | New | 52,000 | $2.9M |
| Romano Brothers and Company | 0.39% | Reduce -4.2% | 50,490 | $2.8M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +2.1% | 50,017 | $2.8M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -4.8% | 49,778 | $2.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Add +0.1% | 48,839 | $2.7M |
| Capital Square, LLC | 1.72% | Reduce -2.1% | 44,669 | $2.6M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -3.6% | 46,544 | $2.6M |
| Wellington Shields Capital Management, LLC | 0.46% | Add +0.3% | 46,314 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 46,046 | $2.5M |
| Brown, Lisle/Cummings, Inc. | 0.82% | Reduce -10.8% | 45,962 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -15.9% | 45,424 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -70.5% | 43,800 | $2.4M |
| New Mexico Educational Retirement Board | 0.08% | No change | 43,400 | $2.4M |
| Pensionfund Sabic | 0.70% | No change | 43,304 | $2.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 42,545 | $2.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +60.4% | 41,879 | $2.3M |
| Holocene Advisors, LP | 0.01% | Reduce -53.1% | 41,805 | $2.3M |
| Agf Management Ltd. | 0.01% | Reduce -0.3% | 41,320 | $2.3M |
| Lecap Asset Management Ltd. | 0.47% | Add +8.9% | 39,865 | $2.2M |
| Ontario Teachers Pension Plan Board | 0.02% | New | 39,433 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +18.2% | 39,286 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -4.8% | 38,788 | $2.1M |
| Pinebridge Investments, L.P. | 0.02% | New | 36,537 | $2.0M |
| DNB Asset Management AS | 0.01% | Add +6.2% | 36,400 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.31% | Reduce -2.6% | 36,387 | $2.0M |
| Sowell Financial Services LLC | 0.10% | Add +0.1% | 35,720 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 36,167 | $2.0M |
| Utah Retirement Systems | 0.02% | Reduce -3.3% | 35,676 | $2.0M |
| Xponance LLC | 0.02% | Reduce -7.8% | 34,433 | $1.9M |
| Weaver Consulting Group | 0.66% | Add +1.2% | 34,336 | $1.9M |
| Ostrum Asset Management | 0.16% | Reduce -7.2% | 34,047 | $1.9M |
| Bank of Montreal | 0.00% | Add +8.5% | 33,811 | $1.9M |
| Tredje AP-fonden | 0.02% | New | 33,977 | $1.9M |
| Colonial Trust Advisors | 0.18% | Reduce -10.7% | 33,621 | $1.9M |
| TD Asset Management Inc | 0.00% | Add +0.5% | 33,413 | $1.8M |
| Excalibur Management Corp. | 0.75% | Add +2.9% | 33,255 | $1.8M |
| Pathway Financial Advisers, LLC | 0.66% | Reduce -0.9% | 33,297 | $1.8M |
| Investmark Advisory Group LLC | 0.97% | Add +1.1% | 33,171 | $1.8M |
| XML Financial, LLC | 0.18% | Add +3.8% | 33,133 | $1.8M |
| Gradient Capital Advisors, LLC | 0.64% | Reduce -0.7% | 32,656 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -9.2% | 31,980 | $1.8M |
| Swedbank AB | 0.00% | No change | 31,959 | $1.8M |
| Presima Securities ULC | 0.38% | Add +3.0% | 31,200 | $1.7M |
| Vident Advisory, LLC | 0.05% | Add +0.7% | 31,195 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -5.1% | 28,171 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +99.3% | 30,440 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +23.8% | 29,911 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +20.8% | 29,709 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 29,693 | $1.6M |
| Griffin Asset Management, Inc. | 0.19% | Add +12.8% | 29,117 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -5.5% | 29,105 | $1.6M |
| Citadel Advisors | 0.00% | Add +249.2% | 28,728 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +5.3% | 28,439 | $1.6M |
| Point72 Asset Management | 0.01% | New | 27,732 | $1.5M |
| Moors & Cabot, Inc. | 0.08% | Add +1.2% | 27,615 | $1.5M |
| Bison Wealth, LLC | 0.25% | No change | 26,847 | $1.5M |
| Hilltop Partners LLC | 0.55% | Reduce -1.8% | 26,987 | $1.5M |
| AXS Investments LLC | 0.41% | Add +243.6% | 26,700 | $1.5M |
| Bahl & Gaynor LLC | 0.01% | Reduce -8.6% | 26,607 | $1.5M |
| Quantbot Technologies LP | 0.07% | New | 26,564 | $1.5M |
| Richard P Slaughter Associates Inc | 0.34% | Add +7.5% | 26,053 | $1.4M |
| Inspire Investing, LLC | 0.16% | Reduce -18.8% | 25,852 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +259.9% | 25,602 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Add +18.5% | 25,543 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.12% | Add +237.7% | 25,143 | $1.4M |
| TFG Advisers LLC | 0.53% | Reduce -12.8% | 24,965 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | Reduce -18.0% | 24,950 | $1.4M |
| APG Asset Management N.V. | 0.00% | Add +185.1% | 26,647 | $1.4M |
| Simplex Trading, LLC | 0.04% | New | 24,865 | $1.4M |
| Engineers Gate Manager LP | 0.03% | New | 24,815 | $1.4M |
| Associated Banc-Corp | 0.04% | No change | 24,800 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.1% | 24,763 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -10.5% | 24,036 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +69.5% | 22,819 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -21.9% | 23,794 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +39.7% | 22,648 | $1.2M |
| Horan Capital Advisors, LLC. | 0.44% | Reduce -0.8% | 22,626 | $1.2M |
| GAMCO Investors | 0.01% | No change | 22,600 | $1.2M |
| Adams Asset Advisors, LLC | 0.16% | Reduce -8.1% | 22,099 | $1.2M |
| Public Sector Pension Investment Board | 0.01% | Add +4.4% | 21,960 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +18.4% | 21,947 | $1.2M |
| Summit Financial, LLC | 0.05% | Add +117.1% | 21,387 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +8.5% | 21,681 | $1.2M |
| Paradiem, LLC | 0.30% | Reduce -27.2% | 21,622 | $1.2M |
| Jeppson Wealth Management, LLC | 0.45% | Add +17.8% | 21,605 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -1.8% | 21,400 | $1.2M |
| Quantinno Capital Management LP | 0.02% | Add +168.8% | 21,380 | $1.2M |
| WealthPLAN Partners, LLC | 0.13% | Reduce -78.9% | 21,258 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 21,116 | $1.2M |
| Toronto Dominion Bank | 0.00% | Reduce -8.4% | 20,965 | $1.2M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -1.4% | 20,849 | $1.1M |
| Metis Global Partners, LLC | 0.04% | Add +12.3% | 20,756 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -14.3% | 20,683 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +14.2% | 20,492 | $1.1M |
| IMC-Chicago, LLC | 0.04% | New | 20,471 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -2.7% | 20,435 | $1.1M |
| Erste Asset Management GmbH | 0.01% | No change | 20,200 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +32.7% | 20,234 | $1.1M |
| LRI Investments, LLC | 0.12% | Add +3.7% | 19,613 | $1.1M |
| Naviter Wealth, LLC | 0.16% | Add +6.2% | 19,242 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Add +15.3% | 19,143 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +0.9% | 18,860 | $1.0M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -8.7% | 18,836 | $1.0M |
| Penserra Capital Management LLC | 0.01% | Add +21.2% | 18,520 | $1.0M |
| Centiva Capital, LP | 0.05% | Reduce -12.2% | 18,255 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -18.1% | 17,902 | $986K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 17,738 | $976K |
| KBC Group NV | 0.00% | Reduce -25.1% | 17,696 | $974K |
| WealthPlan Investment Management, LLC | 0.15% | Reduce -90.2% | 17,693 | $974K |
| Geneos Wealth Management Inc. | 0.04% | Add +0.1% | 17,485 | $963K |
| Apollon Wealth Management, LLC | 0.03% | Add +83.2% | 17,478 | $962K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.9% | 17,453 | $961K |
| Harbor Investment Advisory, LLC | 0.10% | Add +0.0% | 17,159 | $945K |
| Mediolanum International Funds Ltd | 0.02% | Add +4.2% | 18,133 | $942K |
| Marex Group Ltd | 0.03% | New | 17,070 | $940K |
| United Services Automobile Association | 0.02% | Add +3.0% | 17,046 | $938K |
| Frank, Rimerman Advisors LLC | 0.07% | New | 16,881 | $929K |
| RB Capital Management, LLC | 0.25% | Reduce -12.2% | 16,821 | $926K |
| LBP Am SA | 0.04% | Add +15.0% | 16,677 | $918K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 16,530 | $910K |
| Maryland State Retirement & Pension System | 0.02% | No change | 16,211 | $892K |
| Arax Advisory Partners | 0.09% | Reduce -5.8% | 15,991 | $880K |
| MBB Public Markets I LLC | 0.02% | New | 15,875 | $874K |
| Alpha Omega Wealth Management LLC | 0.17% | Reduce -1.4% | 15,826 | $871K |
| Founders Financial Alliance, LLC | 0.26% | Reduce -1.5% | 15,727 | $866K |
| Bank of Nova Scotia | 0.00% | Reduce -2.7% | 15,718 | $865K |
| Tudor Investment Corporation | 0.01% | New | 15,613 | $859K |
| Arkadios Wealth Advisors | 0.06% | Add +49.9% | 15,483 | $852K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -18.7% | 15,399 | $848K |
| Atria Investments, Inc | 0.01% | Reduce -21.3% | 15,308 | $843K |
| Spirit of America Management Corp. | 0.17% | Reduce -24.8% | 15,200 | $837K |
| Waverly Advisors, LLC | 0.02% | Reduce -1.9% | 15,069 | $830K |
| HBK Sorce Advisory LLC | 0.03% | Add +0.6% | 14,763 | $813K |
| Nordea Investment Management AB | 0.00% | Add +9.0% | 14,748 | $812K |
| Principal Securities, Inc. | 0.02% | Reduce -3.2% | 14,676 | $808K |
| Texas Yale Capital Corp. | 0.04% | Add +0.0% | 14,601 | $804K |
| Vista Investment Management | 0.32% | Add +5.3% | 14,404 | $793K |
| D. E. Shaw & Co. | 0.00% | Add +220.3% | 14,303 | $787K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -7.9% | 14,153 | $779K |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +37.7% | 14,035 | $773K |
| Client 1ST Advisory Group, LLC | 0.33% | Reduce -0.1% | 13,721 | $755K |
| Curi Capital, LLC | 0.02% | Reduce -0.0% | 13,667 | $752K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +9.0% | 13,550 | $746K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.9% | 13,468 | $741K |
| Raymond James Trust N.A. | 0.02% | Add +11.9% | 13,327 | $734K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 13,251 | $729K |
| Wolverine Trading, LLC | 0.01% | Add +46.6% | 13,213 | $727K |
| Pearl River Capital, LLC | 0.11% | New | 13,110 | $722K |
| Scientech Research LLC | 0.15% | Add +95.2% | 12,958 | $713K |
| AlphaQuest LLC | 0.10% | Add +128200.0% | 12,830 | $706K |
| Baird Financial Group, Inc. | 0.00% | Add +28.1% | 12,735 | $701K |
| Colonial Trust Co / SC | 0.12% | Reduce -6.8% | 12,670 | $697K |
| Mackenzie Financial Corp. | 0.00% | Reduce -7.1% | 12,448 | $685K |
| HB Wealth Management, LLC | 0.01% | Add +247.3% | 12,419 | $684K |
| C2C Wealth Management, LLC | 0.66% | Reduce -0.8% | 12,363 | $672K |
| Royal Fund Management, LLC | 0.09% | Reduce -13.9% | 12,099 | $667K |
| Stephens Inc. | 0.01% | Add +10.8% | 12,047 | $663K |
| Independent Financial Group, LLC | 0.03% | Add +7.9% | 11,996 | $660K |
| Janus Henderson Group PLC | 0.00% | Reduce -37.6% | 11,985 | $660K |
| Advisory Services Network, LLC | 0.01% | Add +2.6% | 11,955 | $658K |
| Howe & Rusling Inc. | 0.06% | Add +0.2% | 11,913 | $656K |
| Cibc World Markets Corp. | 0.00% | Reduce -84.8% | 11,791 | $649K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -15.0% | 11,747 | $647K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -66.4% | 11,667 | $642K |
| Achmea Investment Management B.V. | 0.01% | No change | 11,619 | $640K |
| Aurora Private Wealth, Inc. | 0.56% | Reduce -7.7% | 11,609 | $639K |
| Global Retirement Partners, LLC | 0.02% | Add +4.2% | 11,583 | $638K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -3.2% | 11,532 | $635K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -21.7% | 11,393 | $627K |
| Ossiam | 0.01% | Add +9.1% | 11,256 | $620K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +4.0% | 11,153 | $614K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.1% | 11,131 | $613K |
| E. Ohman J:or Asset Management AB | 0.01% | Add +51.4% | 10,900 | $600K |
| Cooper Financial Group | 0.09% | Add +2.1% | 10,881 | $599K |
| Obermeyer Wealth Partners | 0.03% | No change | 10,881 | $599K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -7.5% | 10,833 | $596K |
| Diligent Investors, LLC | 0.15% | Add +0.7% | 10,815 | $595K |
| Ethic Inc. | 0.01% | Reduce -18.5% | 10,763 | $593K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 10,000 | $583K |
| McGlone Suttner Wealth Management, Inc. | 0.12% | Reduce -13.3% | 8,965 | $581K |
| Townsquare Capital LLC | 0.01% | Add +16.7% | 10,549 | $581K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.3% | 10,483 | $577K |
| Samalin Investment Counsel, LLC | 0.27% | Reduce -16.2% | 10,413 | $573K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 10,400 | $573K |
| ProShare Advisors LLC | 0.00% | Reduce -3.3% | 10,320 | $568K |
| Sigma Planning Corp | 0.02% | Reduce -17.3% | 10,316 | $568K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +2.8% | 10,279 | $566K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -18.1% | 10,146 | $559K |
| Norinchukin Bank, The | 0.02% | Reduce -3.7% | 10,083 | $555K |
| Independent Advisor Alliance | 0.02% | Add +7.9% | 10,033 | $552K |
| Accel Wealth Management | 0.22% | Add +1.6% | 10,007 | $551K |
| Walden Wealth Partners LLC | 0.30% | No change | 9,851 | $542K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -17.8% | 9,724 | $541K |
| AE Wealth Management LLC | 0.01% | Add +20.0% | 9,778 | $538K |
| Assetmark, Inc. | 0.00% | Add +6.3% | 9,709 | $534K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +8.5% | 9,675 | $533K |
| Demars Financial Group, LLC | 0.26% | Add +4.8% | 9,667 | $532K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -0.1% | 9,650 | $531K |
| First National Trust Co | 0.02% | No change | 9,628 | $530K |
| Commerce Bank | 0.00% | Add +2.1% | 9,621 | $530K |
| CarsonAllaria Wealth Management, Ltd. | 0.32% | Add +1.0% | 9,602 | $529K |
| Cornercap Investment Counsel Inc. | 0.09% | New | 9,525 | $524K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.1% | 9,470 | $521K |
| Mission Creek Capital Partners, Inc. | 0.13% | Reduce -42.1% | 9,427 | $519K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 9,394 | $517K |
| Adams Wealth Management | 0.12% | Reduce -20.4% | 9,311 | $513K |
| CacheTech Inc. | 0.12% | — | 9,311 | $513K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -54.0% | 9,288 | $511K |
| Lanark Financial, Inc. | 0.05% | Add +4.8% | 9,291 | $511K |
| Flagship Private Wealth, LLC | 0.30% | Reduce -11.1% | 9,279 | $511K |
| Evergreen Capital Management LLC | 0.02% | Add +71.2% | 9,087 | $508K |
| MKT Advisors LLC | 0.25% | Reduce -6.3% | 9,108 | $500K |
| Gen-Wealth Partners Inc | 0.24% | Add +75.6% | 9,043 | $498K |
| CIC Wealth, LLC | 0.14% | Reduce -10.9% | 9,023 | $497K |
| Intech Investment Management LLC | 0.01% | No change | 9,005 | $496K |
| Shelton Capital Management | 0.01% | Reduce -3.4% | 8,909 | $490K |
| Clear Creek Financial Management, LLC | 0.06% | No change | 8,905 | $490K |
| Old Port Advisors | 0.15% | Reduce -8.0% | 8,897 | $490K |
| MAI Capital Management | 0.00% | Add +84.8% | 8,826 | $486K |
| Peddock Capital Advisors, LLC | 0.12% | Reduce -20.8% | 8,771 | $483K |
| FLC Capital Advisors | 0.12% | Reduce -1.7% | 8,661 | $477K |
| PFG Investments, LLC | 0.03% | Reduce -3.4% | 8,427 | $464K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +16.0% | 8,374 | $461K |
| Archer Investment Corp | 0.13% | No change | 8,348 | $460K |
| Centersquare Investment Management LLC | 0.01% | Reduce -15.0% | 8,327 | $458K |
| Inspire Advisors, LLC | 0.06% | Reduce -0.3% | 8,262 | $455K |
| Global Wealth Management Investment Advisory, Inc. | 0.11% | Add +8.2% | 8,206 | $452K |
| Austin Private Wealth, LLC | 0.05% | Reduce -7.4% | 8,166 | $450K |
| Wellington Shields & Co., LLC | 0.15% | No change | 8,156 | $449K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.7% | 8,048 | $443K |
| FORA Capital, LLC | 0.05% | Reduce -77.7% | 8,011 | $441K |
| Teamwork Financial Advisors, LLC | 0.06% | Add +16.7% | 7,941 | $437K |
| Modern Wealth Management, LLC | 0.03% | Add +3.0% | 7,940 | $437K |
| Campbell Wealth Management | 0.14% | No change | 7,856 | $432K |
| KOM Wealth Management Group, LLC | 0.40% | Add +0.6% | 7,793 | $429K |
| Philadelphia Trust Co. | 0.03% | No change | 7,790 | $429K |
| IHT Wealth Management, LLC | 0.02% | Reduce -13.5% | 7,707 | $424K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -31.5% | 7,702 | $424K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.09% | New | 7,644 | $421K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +9.3% | 7,644 | $421K |
| D.B. Root & Company, LLC | 0.14% | Reduce -10.0% | 7,631 | $420K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -12.9% | 7,600 | $418K |
| Choreo, LLC | 0.01% | New | 7,634 | $418K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 7,582 | $417K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -53.8% | 7,444 | $416K |
| Perennial Investment Advisors, LLC | 0.06% | Add +10.9% | 7,556 | $416K |
| Legacy Capital Wealth Partners, LLC | 0.11% | New | 7,549 | $416K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +3.9% | 7,511 | $413K |
| &partners | 0.02% | New | 7,492 | $412K |
| Focus Financial Network, Inc. | 0.02% | Add +2.0% | 6,816 | $409K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -16.3% | 7,425 | $409K |
| Candriam S.C.A. | 0.00% | Reduce -12.7% | 7,412 | $408K |
| Fifth Third Bancorp | 0.00% | Reduce -2.8% | 7,360 | $405K |
| CIBC Asset Management Inc | 0.00% | Add +3.3% | 7,353 | $405K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.3% | 7,111 | $391K |
| Burney Co./ | 0.01% | Reduce -1.9% | 7,088 | $390K |
| Boston Financial Mangement LLC | 0.01% | Reduce -10.6% | 6,970 | $384K |
| Family Legacy, Inc. | 0.14% | Reduce -2.6% | 6,949 | $383K |
| XTX Topco Ltd | 0.03% | Reduce -19.1% | 6,945 | $382K |
| Dudley Capital Management, LLC | 0.21% | No change | 6,900 | $380K |
| Heirloom Wealth Management | 0.12% | Reduce -44.6% | 6,896 | $380K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -13.8% | 6,863 | $378K |
| Signaturefd, LLC | 0.01% | Reduce -6.4% | 6,775 | $373K |
| Sawyer & Company, Inc | 0.15% | No change | 6,695 | $369K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -1.9% | 6,623 | $365K |
| NewEdge Wealth, LLC | 0.01% | Add +16.3% | 6,592 | $363K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.5% | 6,579 | $362K |
| Ballentine Partners, LLC | 0.01% | Reduce -5.1% | 6,538 | $360K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -19.0% | 6,533 | $360K |
| International Assets Investment Management, LLC | 0.03% | Add +3.7% | 6,522 | $359K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.4% | 6,521 | $359K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.7% | 6,415 | $359K |
| Herold Advisors, Inc. | 0.08% | Reduce -28.4% | 6,511 | $358K |
| MQS Management LLC | 0.22% | New | 6,501 | $358K |
| Kovack Advisors, Inc. | 0.04% | Reduce -15.6% | 6,416 | $353K |
| Avion Wealth | 0.10% | Add +0.1% | 6,413 | $353K |
| Centaurus Financial, Inc. | 0.02% | Reduce -14.9% | 6,387 | $352K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -60.8% | 6,358 | $350K |
| Park Avenue Securities LLC | 0.00% | Add +15.3% | 6,366 | $350K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 6,284 | $346K |
| MADDEN SECURITIES Corp | 0.15% | Reduce -7.4% | 6,280 | $346K |
| Main Street Financial Solutions, LLC | 0.03% | Add +17.4% | 6,273 | $345K |
| Avantax Planning Partners, Inc. | 0.01% | Add +7.5% | 6,261 | $345K |
| LGT Financial Advisors LLC | 0.73% | Reduce -36.3% | 6,261 | $345K |
| Compound Planning, Inc. | 0.03% | Add +45.9% | 6,217 | $342K |
| Optimum Investment Advisors | 0.15% | Reduce -10.1% | 6,207 | $342K |
| Aspire Wealth Management Corp | 0.19% | Add +51.5% | 6,176 | $340K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -37.6% | 6,158 | $339K |
| Intrua Financial, LLC | 0.06% | Add +8.2% | 6,150 | $339K |
| Prospera Financial Services Inc | 0.01% | Add +8.7% | 6,144 | $338K |
| Wambolt & Associates, LLC | 0.10% | Reduce -14.2% | 6,190 | $338K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 6,084 | $335K |
| Kowal Investment Group, LLC | 0.07% | Add +3.4% | 6,070 | $334K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.7% | 5,994 | $330K |
| Versor Investments LP | 0.06% | Reduce -35.5% | 5,992 | $330K |
| Panagora Asset Management Inc. | 0.00% | Reduce -60.6% | 5,990 | $330K |
| True North Advisors, LLC | 0.09% | No change | 5,939 | $327K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -1.7% | 5,914 | $326K |
| Gratus Capital, LLC | 0.01% | New | 5,899 | $325K |
| One Wealth Map LLC | 0.20% | No change | 5,494 | $325K |
| Applied Finance Capital Management, LLC | 0.01% | New | 5,884 | $324K |
| Mgo One Seven LLC | 0.02% | Reduce -17.8% | 5,858 | $323K |
| Western Wealth Management, LLC | 0.02% | Reduce -11.8% | 5,835 | $321K |
| Retirement Planning Co of New England, Inc. | 0.17% | Reduce -6.0% | 5,786 | $319K |
| Rockport Wealth LLC | 0.13% | No change | 5,782 | $318K |
| Jacobi Capital Management LLC | 0.03% | Add +0.5% | 5,767 | $317K |
| Widmann Financial Services, Inc. | 0.26% | Reduce -1.7% | 5,760 | $317K |
| Allen Capital Group, LLC | 0.04% | No change | 5,752 | $317K |
| Lockheed Martin Investment Management Co. | 0.02% | Reduce -36.6% | 5,750 | $317K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.3% | 5,747 | $316K |
| Ignite Planners, LLC | 0.08% | Add +0.7% | 5,736 | $316K |
| Cullen Capital Management, LLC | 0.00% | No change | 5,723 | $315K |
| Greenleaf Trust | 0.00% | New | 5,720 | $315K |
| Profund Advisors LLC | 0.01% | Reduce -10.3% | 5,674 | $312K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +0.4% | 5,593 | $311K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 5,558 | $306K |
| DF Dent & Co. Inc. | 0.00% | Add +5.1% | 5,556 | $306K |
| Gilbert & Cook, Inc. | 0.04% | Reduce -8.5% | 5,543 | $305K |
| Walleye Trading LLC | 0.01% | Add +8.1% | 5,540 | $305K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -17.9% | 5,521 | $304K |
| HBW Advisory Services LLC | 0.05% | Reduce -83.6% | 5,462 | $301K |
| Basepoint Wealth LLC | 0.24% | Add +1.5% | 5,415 | $298K |
| GeoWealth Management, LLC | 0.01% | Reduce -33.4% | 5,403 | $297K |
| Rafferty Asset Management, LLC | 0.00% | New | 5,392 | $297K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 5,386 | $297K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 5,049 | $295K |
| SageView Advisory Group, LLC | 0.02% | New | 5,359 | $295K |
| Equitable Holdings, Inc. | 0.00% | Reduce -14.3% | 5,346 | $294K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +19.8% | 5,327 | $293K |
| Carret Asset Management, LLC | 0.03% | Reduce -0.8% | 5,282 | $291K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.3% | 5,230 | $288K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.6% | 5,220 | $287K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +118.2% | 5,149 | $283K |
| Insight Wealth Partners, LLC | 0.18% | Reduce -37.4% | 5,121 | $282K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 5,073 | $279K |
| BTC Capital Management, Inc. | 0.03% | Add +15.4% | 5,068 | $279K |
| Summit Wealth Group, LLC | 0.08% | No change | 5,047 | $278K |
| Focus Partners Wealth | 0.00% | Add +4.0% | 5,053 | $278K |
| Round Rock Advisors LLC | 0.07% | Add +4.3% | 5,020 | $276K |
| Fisher Asset Management | 0.00% | Reduce -28.4% | 4,990 | $275K |
| Bright Futures Wealth Management, LLC. | 0.15% | No change | 4,791 | $274K |
| Investment Management Corp of Ontario | 0.01% | New | 4,929 | $271K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 4,180 | $271K |
| Sound Income Strategies, LLC | 0.02% | Reduce -6.0% | 4,915 | $271K |
| Kathmere Capital Management, LLC | 0.03% | No change | 4,907 | $270K |
| Woodward Diversified Capital, LLC | 0.16% | Reduce -4.2% | 4,902 | $270K |
| Two Sigma Securities, LLC | 0.01% | Reduce -7.2% | 4,901 | $270K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -0.4% | 4,914 | $270K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -5.5% | 4,890 | $269K |
| Credit Agricole S A | 0.00% | New | 4,800 | $264K |
| AIA Group Ltd | 0.01% | Add +20.3% | 4,773 | $263K |
| Cordatus Wealth Management LLC | 0.10% | Add +8.8% | 4,747 | $261K |
| First Trust Direct Indexing L.P. | 0.02% | New | 4,739 | $261K |
| Columbia Asset Management | 0.05% | Reduce -7.8% | 4,725 | $260K |
| Cherry Tree Wealth Management, LLC | 0.07% | Reduce -9.3% | 4,707 | $259K |
| Lido Advisors, LLC | 0.00% | Add +15.3% | 4,609 | $258K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +13.4% | 4,598 | $253K |
| Jackson Wealth Management, LLC | 0.05% | Reduce -12.4% | 4,583 | $252K |
| Virtue Capital Management, LLC | 0.04% | Reduce -7.0% | 4,243 | $250K |
| Private Trust Co. NA | 0.03% | Reduce -15.1% | 4,525 | $249K |
| Dividend Assets Capital, LLC | 0.05% | No change | 4,500 | $248K |
| LexAurum Advisors, LLC | 0.06% | Reduce -11.0% | 4,464 | $246K |
| Vestcor Inc | 0.01% | Reduce -70.9% | 4,459 | $245K |
| CI Investments Inc. | 0.00% | Reduce -9.2% | 4,426 | $244K |
| Alaska Permanent Fund Corp | 0.00% | No change | 4,219 | $244K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -12.1% | 4,403 | $242K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.4% | 4,399 | $242K |
| Berger Financial Group, Inc | 0.02% | Reduce -21.2% | 4,367 | $240K |
| Procyon Advisors, LLC | 0.02% | Reduce -10.8% | 4,366 | $240K |
| SWP Financial LLC | 0.16% | Reduce -28.3% | 4,355 | $240K |
| Garrison Asset Management, LLC | 0.12% | Add +0.1% | 4,255 | $234K |
| Teacher Retirement System of Texas | 0.00% | Reduce -23.5% | 4,252 | $234K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -22.5% | 4,153 | $232K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.5% | 4,187 | $230K |
| Seeds Investor LLC | 0.12% | New | 4,165 | $229K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -0.3% | 4,164 | $229K |
| Cadence Bank | 0.02% | Reduce -10.8% | 4,132 | $227K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,130 | $227K |
| Argent Trust Co | 0.01% | Reduce -19.0% | 4,123 | $227K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -0.4% | 3,898 | $227K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.4% | 4,035 | $226K |
| Coppell Advisory Solutions LLC | 0.04% | — | 4,090 | $225K |
| Larson Financial Group LLC | 0.02% | Add +4.3% | 4,037 | $222K |
| GC Wealth Management RIA, LLC | 0.04% | Add +5.2% | 4,033 | $222K |
| KPP Advisory Services LLC | 0.06% | New | 4,024 | $222K |
| Peachtree Investment Partners, LLC | 0.09% | New | 4,022 | $221K |
| 360 Financial, Inc. | 0.08% | Reduce -36.0% | 4,017 | $221K |
| Prosperitas Financial LLC | 0.13% | Reduce -18.3% | 4,001 | $220K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | Reduce -2.5% | 3,982 | $219K |
| Monterey Private Wealth, Inc. | 0.08% | No change | 3,953 | $218K |
| Raleigh Capital Management Inc. | 0.09% | Reduce -4.0% | 3,952 | $218K |
| Adapt Wealth Advisors, LLC | 0.14% | New | 3,951 | $218K |
| Parsons Capital Management Inc. | 0.01% | No change | 3,950 | $217K |
| Napa Wealth Management | 0.15% | New | 3,938 | $217K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +2.1% | 3,928 | $216K |
| Nomura Holdings Inc. | 0.00% | New | 3,909 | $215K |
| Tradition Wealth Management, LLC | 0.02% | No change | 3,880 | $214K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -2.9% | 3,659 | $213K |
| iA Global Asset Management Inc. | 0.00% | New | 3,870 | $213K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -22.1% | 3,856 | $212K |
| Mach-1 Financial Group, LLC | 0.15% | No change | 3,854 | $212K |
| Wedbush Securities Inc. | 0.01% | New | 3,805 | $209K |
| RFG Advisory, LLC | 0.01% | Reduce -8.8% | 3,788 | $209K |
| Motco | 0.01% | Add +24.6% | 3,783 | $208K |
| Keynote Financial Services LLC | 0.17% | Reduce -0.7% | 3,760 | $207K |
| Tompkins Financial Corp. | 0.02% | Reduce -6.1% | 3,720 | $205K |
| SVB Wealth LLC | 0.01% | Reduce -2.1% | 3,716 | $205K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,713 | $204K |
| Clearview Wealth Advisors LLC | 0.18% | Reduce -4.6% | 3,695 | $203K |
| Capital Planning Advisors, LLC | 0.03% | No change | 3,657 | $201K |
| Group One Trading LLC | 0.01% | New | 3,520 | $194K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.7% | 3,423 | $188K |
| PEAK6 Investments LLC | 0.01% | New | 3,373 | $186K |
| Quadrant Capital Group LLC | 0.01% | Add +6.0% | 3,338 | $184K |
| GoalVest Advisory LLC | 0.06% | Add +3.1% | 3,321 | $183K |
| Rakuten Investment Management, Inc. | 0.00% | Add +59.0% | 3,008 | $167K |
| HM Payson & Co. | 0.00% | Reduce -26.8% | 2,990 | $165K |
| FIL Ltd | 0.00% | New | 2,961 | $163K |
| Sunbelt Securities, Inc. | 0.02% | Add +4.1% | 2,939 | $162K |
| IAG Wealth Partners, LLC | 0.03% | Add +5.8% | 2,845 | $157K |
| Trust Co. of Vermont | 0.01% | Add +859.1% | 2,791 | $154K |
| North Star Investment Management Corp. | 0.01% | Add +0.5% | 2,688 | $148K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.3% | 2,579 | $142K |
| AllSquare Wealth Management LLC | 0.08% | No change | 2,540 | $140K |
| Creative Financial Designs Inc. | 0.01% | Add +3.2% | 2,522 | $139K |
| Sandy Spring Bank | 0.01% | Add +15.4% | 2,470 | $136K |
| WASHINGTON TRUST Co | 0.01% | No change | 2,463 | $136K |
| Concord Wealth Partners | 0.02% | Reduce -50.4% | 2,432 | $134K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -20.9% | 2,337 | $129K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -28.1% | 2,282 | $126K |
| GAMMA Investing LLC | 0.02% | Add +74.1% | 2,232 | $123K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.4% | 2,169 | $119K |
| Pin Oak Investment Advisors Inc. | 0.11% | No change | 2,100 | $116K |
| Spire Wealth Management | 0.00% | No change | 2,055 | $113K |
| MV Capital Management, Inc. | 0.01% | Reduce -46.9% | 2,014 | $111K |
| Westend Capital Management, LLC | 0.04% | No change | 2,000 | $109K |
| Catalyst Funds Management Pty Ltd | 0.03% | New | 1,900 | $105K |
| Rise Advisors, LLC | 0.05% | Add +0.6% | 1,863 | $103K |
| Main Street Group, LTD | 0.05% | Add +5.9% | 1,836 | $100K |
| ORG Partners LLC | 0.01% | New | 1,825 | $100K |
| Kelly Financial Services LLC | 0.04% | No change | 1,784 | $98K |
| Fairscale Capital, LLC | 0.08% | — | 1,600 | $93K |
| CENTRAL TRUST Co | 0.00% | Reduce -37.2% | 1,520 | $84K |
| Financial Management Professionals, Inc. | 0.01% | Add +1.1% | 1,500 | $83K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -10.9% | 1,500 | $83K |
| Unique Wealth Strategies, LLC | 0.04% | New | 1,443 | $81K |
| Ancora Advisors LLC | 0.00% | Add +34.5% | 1,388 | $76K |
| Janiczek Wealth Management, LLC | 0.02% | Add +8.5% | 1,370 | $76K |
| Avior Wealth Management, LLC | 0.00% | Reduce -19.6% | 1,365 | $75K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 1,359 | $75K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,319 | $73K |
| Logan Capital Management Inc. | 0.00% | No change | 1,300 | $72K |
| IFP Advisors, Inc | 0.00% | Reduce -9.7% | 1,289 | $71K |
| SouthState Bank Corp | 0.01% | No change | 1,244 | $68K |
| CoreCap Advisors, LLC | 0.01% | Add +6.1% | 1,201 | $66K |
| Tyler-Stone Wealth Management | 0.03% | No change | 1,200 | $66K |
| Bruce G. Allen Investments, LLC | 0.05% | Add +41.7% | 1,142 | $63K |
| Addison Advisors LLC | 0.02% | Reduce -1.6% | 1,136 | $63K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,135 | $62K |
| Jones Financial Companies LLLP | 0.00% | New | 1,129 | $62K |
| Covestor Ltd | 0.04% | Reduce -21.9% | 1,127 | $62K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -6.3% | 1,126 | $62K |
| Whittier Trust Co. | 0.00% | No change | 1,100 | $61K |
| Lindbrook Capital, LLC | 0.01% | Add +30.8% | 1,078 | $59K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,000 | $56K |
| St Germain D J Co. Inc. | 0.00% | No change | 992 | $55K |
| Blue Trust, Inc. | 0.00% | Add +249.1% | 946 | $53K |
| Key Financial Inc | 0.01% | No change | 962 | $53K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 961 | $53K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 937 | $52K |
| UMB Bank, n.a. | 0.00% | Add +13.0% | 939 | $52K |
| Quent Capital, LLC | 0.01% | Add +4.6% | 927 | $51K |
| Bare Financial Services, Inc | 0.03% | No change | 865 | $50K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.5% | 914 | $50K |
| MCF Advisors LLC | 0.00% | No change | 891 | $49K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $48K |
| Flputnam Investment Management Co. | 0.00% | New | 875 | $48K |
| Princeton Global Asset Management LLC | 0.01% | No change | 869 | $48K |
| Huntington National Bank | 0.00% | Add +3.5% | 858 | $47K |
| Bangor Savings Bank | 0.00% | No change | 850 | $47K |
| AdvisorNet Financial, Inc | 0.00% | Add +5.6% | 831 | $46K |
| Ridgewood Investments LLC | 0.02% | New | 750 | $41K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 740 | $41K |
| Register Financial Advisors LLC | 0.02% | Reduce -68.7% | 718 | $40K |
| Ibex Wealth Advisors | 0.01% | New | 716 | $39K |
| EdgeRock Capital LLC | 0.03% | New | 715 | $39K |
| PSI Advisors, LLC | 0.01% | Reduce -61.6% | 709 | $39K |
| Alta Advisers Ltd | 0.02% | No change | 700 | $39K |
| Hilltop National Bank | 0.01% | No change | 700 | $39K |
| Tortoise Investment Management, LLC | 0.00% | No change | 697 | $38K |
| State of Wyoming | 0.01% | Reduce -4.3% | 688 | $38K |
| McIlrath & Eck, LLC | 0.01% | Add +21.5% | 683 | $38K |
| City State Bank | 0.02% | No change | 682 | $38K |
| Moser Wealth Advisors, LLC | 0.02% | No change | 681 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.2% | 682 | $37K |
| Lynx Investment Advisory | 0.03% | — | 622 | $34K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 613 | $34K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.5% | 608 | $33K |
| Paladin Advisory Group, LLC | 0.03% | No change | 598 | $33K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 583 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 570 | $32K |
| Transcendent Capital Group LLC | 0.02% | Add +1.6% | 578 | $32K |
| Quarry LP | 0.01% | Add +175.9% | 560 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 558 | $31K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.4% | 555 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -18.9% | 545 | $30K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 543 | $30K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 528 | $29K |
| Advisors Asset Management, Inc. | 0.00% | New | 502 | $28K |
| Riverview Trust Co | 0.03% | No change | 493 | $27K |
| Gradient Investments LLC | 0.00% | No change | 489 | $27K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1510.0% | 483 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +93.2% | 479 | $26K |
| Versant Capital Management, Inc | 0.01% | Add +26.1% | 478 | $26K |
| Richardson Financial Services Inc. | 0.02% | No change | 463 | $25K |
| Hexagon Capital Partners LLC | 0.01% | No change | 422 | $23K |
| First United Bank & Trust | 0.01% | No change | 415 | $23K |
| Heritage Wealth Advisors | 0.00% | Reduce -33.0% | 402 | $22K |
| ESL Trust Services, LLC | 0.01% | No change | 400 | $22K |
| Bessemer Group Inc. | 0.00% | Add +17.5% | 410 | $22K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 396 | $22K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 370 | $20K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -19.9% | 349 | $19K |
| Creekmur Asset Management LLC | 0.01% | Reduce -51.7% | 348 | $19K |
| Robbins Farley | 0.01% | No change | 345 | $19K |
| Realta Investment Advisors | 0.00% | Add +1.5% | 344 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +40.2% | 328 | $18K |
| Nemes Rush Group LLC | 0.00% | No change | 331 | $18K |
| Great Lakes Retirement, Inc. | 0.00% | New | 307 | $17K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 300 | $17K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 298 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 285 | $16K |
| Bokf, NA | 0.00% | No change | 283 | $16K |
| Johnson Financial Group, Inc. | 0.00% | New | 270 | $15K |
| Triad Wealth Partners, LLC | 0.01% | New | 274 | $15K |
| SWS Partners | 0.00% | New | 274 | $15K |
| VitalStone Financial, LLC | 0.01% | Add +1.5% | 263 | $14K |
| NewSquare Capital LLC | 0.00% | Reduce -12.9% | 256 | $14K |
| TD Private Client Wealth LLC | 0.00% | Add +640.6% | 237 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Add +24.6% | 233 | $13K |
| Bank of New Hampshire | 0.00% | Reduce -76.1% | 231 | $13K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 230 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $12K |
| Matrix Trust Co | 0.00% | Add +3.3% | 222 | $12K |
| Opal Wealth Advisors, LLC | 0.00% | Reduce -67.9% | 209 | $12K |
| Venturi Wealth Management, LLC | 0.00% | Add +74.0% | 207 | $11K |
| NCP Inc. | 0.01% | Add +1.5% | 206 | $11K |
| Broadwater Capital Management LLC | 0.01% | No change | 200 | $11K |
| Hobbs Group Advisors, LLC | 0.00% | — | 200 | $11K |
| Delta Asset Management LLC | 0.00% | No change | 200 | $11K |
| Smithfield Trust Co | 0.00% | No change | 200 | $11K |
| Davis Capital Management | 0.01% | No change | 191 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Add +894.7% | 189 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Add +1.6% | 187 | $10K |
| M&R Capital Management Inc. | 0.00% | Add +1.7% | 182 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -5.8% | 178 | $10K |
| REAP Financial Group, LLC | 0.00% | Reduce -8.8% | 166 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 164 | $9K |
| Byrne Asset Management LLC | 0.01% | No change | 160 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 150 | $8K |
| Caldwell Trust Co | 0.00% | No change | 150 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 134 | $7K |
| Mather Group, Llc. | 0.00% | Add +319.4% | 130 | $7K |
| Beacon Capital Management, LLC | 0.00% | Reduce -72.3% | 129 | $7K |
| Meeder Asset Management Inc. | 0.00% | New | 129 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 129 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.8% | 124 | $7K |
| First Community Trust NA | 0.01% | No change | 120 | $7K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 104 | $6K |
| Wetzel Investment Advisors, Inc. | 0.00% | New | 100 | $6K |
| RFP Financial Group LLC | 0.00% | Add +28.2% | 100 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 100 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $6K |
| Private Ocean, LLC | 0.00% | Reduce -48.3% | 92 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 91 | $5K |
| WR Wealth Planners, LLC | 0.00% | Add +7.4% | 87 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 64 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 58 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +74.2% | 54 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 53 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 49 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 48 | $3K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -10.8% | 33 | $2K |
| Red Tortoise LLC | 0.00% | New | 32 | $2K |
| Eukles Asset Management | 0.00% | No change | 30 | $2K |
| CVA Family Office, LLC | 0.00% | New | 29 | $2K |
| Park Place Capital Corp | 0.00% | No change | 28 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -98.2% | 27 | $2K |
| Caitlin John, LLC | 0.00% | Add +3.9% | 27 | $1K |
| Horizon Investments, LLC | 0.00% | New | 23 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 20 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $771 |
| Sachetta, LLC | 0.00% | No change | 12 | $730 |
| Bfsg, LLC | 0.00% | No change | 10 | $551 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $330 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 4 | $231 |
| Scarborough Advisors, LLC | 0.00% | New | 4 | $220 |
| TFC Financial Management, Inc. | 0.00% | New | 2 | $111 |
| Coston, McIsaac & Partners | 0.00% | No change | 14 | $0 |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.