WP CareyWPC
13F holders, Q3 2024 (September 30)804holders +21
81new positions
58sold out
7famous investors
$62.33avg. 13F price*
At the end of Q3 2024, 804 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 21 from Q2 2024. 81 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.7B) and State Street Corp. ($743.5M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $92.2M |
| Exits | 58 | $73.4M |
All 13F filers, Q2 2024 → Q3 2024: 9,727,948 shares bought and 10,623,552 shares sold, net −895,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 804 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.7% | 30,578,089 | $1.9B |
| BlackRock, Inc. | 0.04% | — | 26,931,685 | $1.7B |
| State Street Corp. | 0.03% | Reduce -2.4% | 11,770,831 | $743.5M |
| Geode Capital Management, LLC | 0.02% | Add +2.9% | 4,573,938 | $284.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.9% | 3,180,966 | $198.2M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -3.8% | 3,116,331 | $194.1M |
| Norges Bank | 0.02% | Add +5.7% | 2,667,114 | $166.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.1% | 2,598,618 | $161.9M |
| PGGM Investments | 2.07% | Add +4.0% | 2,598,446 | $161.9M |
| Legal & General Group Plc | 0.04% | Reduce -5.1% | 2,450,135 | $152.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -10.9% | 2,248,256 | $140.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +660.9% | 2,054,080 | $128.0M |
| Morgan Stanley | 0.01% | Add +1.1% | 1,950,718 | $121.5M |
| Northern Trust Corp. | 0.02% | Reduce -4.7% | 1,882,602 | $117.3M |
| JPMorgan Chase & Co. | 0.01% | Add +21.1% | 1,514,049 | $94.3M |
| Equity Investment Corp. | 2.15% | Add +0.7% | 1,481,627 | $92.3M |
| UBS Group AG | 0.03% | Add +4.5% | 1,451,539 | $90.4M |
| Balyasny Asset Management L.P. | 0.19% | Reduce -30.0% | 1,167,685 | $72.7M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -5.7% | 1,150,464 | $71.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +565.1% | 1,036,397 | $64.6M |
| California Public Employees Retirement System | 0.04% | Reduce -2.0% | 1,026,124 | $63.9M |
| Bank of America Corp. | 0.01% | Add +5.1% | 922,004 | $57.4M |
| Citadel Advisors | 0.06% | Add +3012.7% | 894,202 | $55.7M |
| FMR LLC | 0.00% | Add +103.3% | 806,082 | $50.2M |
| APG Asset Management US Inc. | 0.32% | Reduce -1.8% | 776,897 | $47.6M |
| LPL Financial LLC | 0.02% | Reduce -5.3% | 727,296 | $45.3M |
| HSBC Holdings PLC | 0.03% | Add +0.9% | 690,608 | $43.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.4% | 682,794 | $42.6M |
| Advisors Capital Management, LLC | 0.69% | Add +5.0% | 677,809 | $42.2M |
| Invesco Ltd. | 0.01% | Reduce -36.2% | 677,318 | $42.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 665,867 | $41.5M |
| Rhumbline Advisers | 0.04% | Reduce -1.4% | 658,404 | $41.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.3% | 650,609 | $40.5M |
| Swiss National Bank | 0.03% | Add +0.4% | 649,451 | $40.5M |
| Zacks Investment Management | 0.33% | Add +10.7% | 613,806 | $38.2M |
| Victory Capital Management Inc. | 0.03% | Add +649.4% | 553,879 | $34.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -30.4% | 506,688 | $31.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +6.4% | 488,807 | $30.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.1% | 465,962 | $29.0M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -3.9% | 440,215 | $27.4M |
| Asset Management One Co., Ltd. | 0.10% | Add +0.4% | 428,962 | $26.7M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +274.4% | 405,808 | $25.3M |
| Brown Advisory Inc. | 0.03% | Reduce -4.1% | 404,391 | $25.2M |
| Public Employees Retirement System of Ohio | 0.11% | Reduce -1.1% | 397,167 | $24.7M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 379,853 | $23.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.5% | 373,176 | $23.2M |
| Raymond James & Associates | 0.01% | Add +2.8% | 370,669 | $23.1M |
| Cetera Investment Advisers | 0.05% | Reduce -0.9% | 358,770 | $22.4M |
| Barclays PLC | 0.01% | Reduce -48.4% | 353,908 | $22.0M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +2.5% | 342,773 | $21.4M |
| BNP Paribas Financial Markets | 0.02% | Add +138.0% | 306,304 | $19.1M |
| California State Teachers Retirement System | 0.02% | Reduce -2.8% | 304,061 | $18.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +7.0% | 298,637 | $18.6M |
| Citigroup Inc. | 0.02% | Reduce -9.7% | 297,687 | $18.5M |
| Deutsche Bank AG | 0.01% | Add +1.1% | 294,110 | $18.3M |
| Berkshire Asset Management LLC | 0.93% | No change | 331,983 | $18.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -7.3% | 268,497 | $16.7M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.6% | 265,846 | $16.6M |
| Corebridge Financial, Inc. | 0.09% | Reduce -6.5% | 258,779 | $16.1M |
| Aviva PLC | 0.04% | Add +27.1% | 254,842 | $15.9M |
| Wellington Management Group LLP | 0.00% | Add +121.9% | 253,419 | $15.8M |
| Amundi | 0.01% | Reduce -1.9% | 261,338 | $15.6M |
| Waterfront Capital Partners, LLC | 2.82% | Reduce -47.0% | 246,111 | $15.3M |
| First Trust Advisors LP | 0.01% | Reduce -14.2% | 245,025 | $15.3M |
| Foundry Partners, LLC | 0.75% | Reduce -0.5% | 242,179 | $15.1M |
| TruWealth Advisors, LLC | 0.91% | Add +15.0% | 239,578 | $14.9M |
| New York State Teachers Retirement System | 0.03% | Add +0.3% | 223,824 | $13.9M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 220,417 | $13.7M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.2% | 218,674 | $13.6M |
| Tudor Investment Corporation | 0.14% | Add +1189.9% | 201,391 | $12.5M |
| Lighthouse Investment Partners, LLC | 0.67% | New | 200,000 | $12.5M |
| Achmea Investment Management B.V. | 0.20% | Add +1567.3% | 193,726 | $12.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +12.6% | 192,869 | $12.0M |
| Marshall Wace, LLP | 0.02% | New | 191,930 | $12.0M |
| Illinois Municipal Retirement Fund | 0.17% | Add +11.7% | 190,726 | $11.9M |
| Pacer Advisors, Inc. | 0.03% | Reduce -5.5% | 188,200 | $11.7M |
| Truist Financial Corp. | 0.02% | Reduce -1.4% | 187,175 | $11.7M |
| Qube Research & Technologies Ltd | 0.02% | New | 177,299 | $11.0M |
| Carnegie Investment Counsel | 0.32% | Add +20.5% | 173,837 | $10.8M |
| Schroder Investment Management Group | 0.01% | Add +45.4% | 166,846 | $10.3M |
| Franklin Resources Inc. | 0.00% | Add +20.4% | 165,184 | $9.9M |
| Sonora Investment Management Group, LLC | 0.74% | Add +10.2% | 158,045 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.7% | 157,726 | $9.8M |
| Allianz Asset Management GmbH | 0.02% | Add +66.6% | 157,056 | $9.8M |
| SG Americas Securities, LLC | 0.04% | Add +41.9% | 156,373 | $9.7M |
| KBC Group NV | 0.03% | Add +746.6% | 149,820 | $9.3M |
| State of Alaska, Department of Revenue | 0.10% | Reduce -12.8% | 147,842 | $9.2M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +82.9% | 146,900 | $9.2M |
| Treasurer of the State of North Carolina | 0.04% | Add +0.5% | 146,220 | $9.1M |
| Janney Montgomery Scott LLC | 0.03% | New | 145,838 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.4% | 145,388 | $9.1M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +9.2% | 143,926 | $8.9M |
| Gillson Capital LP | 0.80% | New | 141,601 | $8.8M |
| Aew Capital Management L P | 0.37% | Reduce -35.5% | 139,640 | $8.7M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -1.2% | 138,595 | $8.6M |
| Allworth Financial LP | 0.05% | Add +16.8% | 135,827 | $8.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +18.9% | 133,575 | $8.3M |
| Guggenheim Capital LLC | 0.06% | Add +76.0% | 130,377 | $8.1M |
| MML Investors Services, LLC | 0.03% | Reduce -7.5% | 127,356 | $7.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.6% | 126,056 | $7.9M |
| Crawford Investment Counsel Inc. | 0.13% | Add +4.6% | 124,145 | $7.7M |
| Jane Street Group, LLC | 0.01% | Reduce -61.0% | 123,925 | $7.7M |
| State of Wisconsin Investment Board | 0.02% | Add +6.8% | 123,749 | $7.7M |
| Rock Point Advisors, LLC | 2.09% | Reduce -1.7% | 122,662 | $7.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -5.4% | 122,647 | $7.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.8% | 122,338 | $7.6M |
| Employees Retirement System of Texas | 0.08% | Add +132.7% | 121,000 | $7.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.8% | 119,715 | $7.5M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -5.4% | 117,843 | $7.4M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -5.6% | 118,278 | $7.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -3.1% | 117,298 | $7.3M |
| QRG Capital Management, Inc. | 0.08% | Add +8.4% | 117,208 | $7.3M |
| Verdence Capital Advisors LLC | 0.58% | Add +0.4% | 117,012 | $7.3M |
| Royal London Asset Management Ltd. | 0.02% | Add +1.5% | 113,916 | $7.1M |
| Seneca House Advisors | 2.97% | Add +0.7% | 113,129 | $7.0M |
| Macquarie Group Ltd. | 0.01% | Add +0.5% | 111,868 | $7.0M |
| AlphaQuest LLC | 0.60% | Add +747.6% | 108,748 | $6.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | New | 108,116 | $6.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -18.1% | 107,542 | $6.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +6.1% | 106,623 | $6.5M |
| Amalgamated Bank | 0.05% | Reduce -14.3% | 104,201 | $6.5M |
| Aberdeen Group plc | 0.01% | Add +9.9% | 102,657 | $6.4M |
| Danske Bank A/S | 0.02% | Reduce -7.9% | 102,034 | $6.4M |
| Dupree Financial Group, LLC | 2.62% | Add +0.5% | 98,895 | $6.2M |
| State of Tennessee, Department of Treasury | 0.02% | Add +5.0% | 97,621 | $6.1M |
| Focus Partners Wealth | 0.02% | Add +1791.6% | 95,581 | $6.0M |
| IFM Investors Pty Ltd | 0.06% | Reduce -0.0% | 93,872 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +54.7% | 93,863 | $5.8M |
| Van Eck Associates Corp. | 0.01% | Add +11.8% | 98,733 | $5.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +14.1% | 93,288 | $5.8M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -73.2% | 93,217 | $5.8M |
| Daiwa Securities Group Inc. | 0.03% | Reduce -93.3% | 92,347 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -9.0% | 91,813 | $5.7M |
| DAVENPORT & Co LLC | 0.03% | Reduce -24.6% | 90,299 | $5.6M |
| Yousif Capital Management, LLC | 0.06% | Reduce -11.1% | 89,622 | $5.6M |
| Forsta Ap-Fonden | 0.04% | Add +11.9% | 89,100 | $5.6M |
| Storebrand Asset Management As | 0.02% | No change | 87,754 | $5.5M |
| Millennium Management | 0.00% | Add +19.4% | 87,671 | $5.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -0.8% | 86,144 | $5.4M |
| Meritage Portfolio Management | 0.32% | Reduce -3.9% | 85,068 | $5.3M |
| Andra AP-fonden | 0.08% | Add +31.5% | 82,700 | $5.2M |
| Exchange Traded Concepts, LLC | 0.12% | Reduce -2.1% | 82,475 | $5.1M |
| Gateway Investment Advisers LLC | 0.06% | Add +16.5% | 81,658 | $5.1M |
| Weiss Asset Management LP | 0.18% | Reduce -62.9% | 80,156 | $5.0M |
| Te Ahumairangi Investment Management Ltd | 0.88% | Reduce -3.5% | 80,281 | $5.0M |
| Holocene Advisors, LP | 0.02% | Add +90.0% | 79,428 | $4.9M |
| Nicholas Company, Inc. | 0.08% | No change | 78,975 | $4.9M |
| Susquehanna Portfolio Strategies, LLC | 0.34% | No change | 78,800 | $4.9M |
| Sheets Smith Wealth Management | 0.60% | Reduce -8.1% | 78,201 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -5.7% | 77,552 | $4.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | — | 76,434 | $4.8M |
| Advocate Group LLC | 0.85% | Reduce -0.5% | 75,613 | $4.7M |
| HGI Capital Management, LLC | 4.01% | New | 73,728 | $4.6M |
| Squarepoint Ops LLC | 0.02% | Reduce -0.8% | 73,709 | $4.6M |
| Wealthfront Advisers LLC | 0.01% | Add +31.8% | 73,028 | $4.5M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 72,391 | $4.5M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -2.6% | 71,490 | $4.5M |
| Cibc World Markets Corp. | 0.03% | Add +498.6% | 70,587 | $4.4M |
| UniSuper Management Pty Ltd | 0.03% | Add +1.9% | 68,813 | $4.3M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -17.0% | 66,451 | $4.2M |
| Prairiewood Capital, LLC | 1.76% | Add +4.9% | 66,868 | $4.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.7% | 65,719 | $4.1M |
| NewSquare Capital LLC | 0.33% | Add +25599.6% | 65,791 | $4.1M |
| Handelsbanken Fonder AB | 0.02% | Add +48.9% | 65,200 | $4.1M |
| Creative Planning | 0.00% | Add +0.3% | 64,709 | $4.0M |
| Korea Investment CORP | 0.01% | Add +21.1% | 64,323 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -32.2% | 64,299 | $4.0M |
| American Century Companies Inc. | 0.00% | Reduce -0.7% | 63,354 | $3.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +3.8% | 63,107 | $3.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -16.3% | 62,799 | $3.9M |
| Arizona State Retirement System | 0.02% | Add +4.4% | 62,693 | $3.9M |
| Louisiana State Employees Retirement System | 0.07% | Reduce -1.9% | 60,700 | $3.8M |
| Creegan & Nassoura Financial Group, LLC | 2.31% | Reduce -0.2% | 58,840 | $3.7M |
| Pensionfund PDN | 1.66% | Add +8.4% | 58,300 | $3.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +3.1% | 58,094 | $3.6M |
| Corient Private Wealth LP | 0.01% | Add +49.6% | 58,016 | $3.6M |
| Cozad Asset Management Inc. | 0.34% | Reduce -4.2% | 57,927 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.4% | 57,539 | $3.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.3% | 57,333 | $3.6M |
| Cohen Capital Management, Inc. | 0.57% | Add +1.5% | 56,059 | $3.5M |
| National Bank of Canada | 0.00% | Reduce -75.8% | 55,922 | $3.5M |
| New Insight Wealth Advisors | 1.75% | Reduce -9.3% | 53,486 | $3.3M |
| Armstrong, Fleming & Moore, Inc | 1.92% | Reduce -5.9% | 52,823 | $3.3M |
| State of Michigan Retirement System | 0.02% | Reduce -1.3% | 52,000 | $3.2M |
| Agf Management Ltd. | 0.02% | Add +25.4% | 51,820 | $3.2M |
| Romano Brothers and Company | 0.40% | Add +1.1% | 51,020 | $3.2M |
| Capital Square, LLC | 1.93% | Add +14.2% | 50,999 | $3.2M |
| Graham Capital Wealth Management, LLC | 3.36% | New | 50,926 | $3.2M |
| Pinebridge Investments, L.P. | 0.02% | Add +38.1% | 50,465 | $3.1M |
| AXA S.A. | 0.01% | Reduce -51.8% | 50,406 | $3.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Reduce -0.6% | 48,554 | $3.0M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -2.6% | 48,487 | $3.0M |
| Sowell Financial Services LLC | 0.14% | Add +33.0% | 47,506 | $3.0M |
| Sei Investments Co. | 0.00% | Reduce -54.5% | 47,888 | $3.0M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -4.8% | 47,615 | $3.0M |
| Wellington Shields Capital Management, LLC | 0.51% | Add +1.8% | 47,127 | $2.9M |
| Brown, Lisle/Cummings, Inc. | 0.89% | Add +2.5% | 47,106 | $2.9M |
| Coldstream Capital Management Inc. | 0.06% | Add +323.4% | 47,132 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -3.5% | 44,899 | $2.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +4.5% | 44,445 | $2.8M |
| Pensionfund Sabic | 0.86% | Add +2.3% | 44,304 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -2.6% | 44,254 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.0% | 44,188 | $2.7M |
| New Mexico Educational Retirement Board | 0.09% | No change | 43,400 | $2.7M |
| Adams Asset Advisors, LLC | 0.36% | Add +95.2% | 43,126 | $2.7M |
| HighPoint Advisor Group LLC | 0.15% | Reduce -0.5% | 48,017 | $2.6M |
| DNB Asset Management AS | 0.01% | Add +11.7% | 40,643 | $2.5M |
| Simplex Trading, LLC | 0.08% | Add +49.4% | 37,155 | $2.3M |
| Two Sigma Investments, LP | 0.01% | Add +43.0% | 36,617 | $2.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -12.8% | 36,506 | $2.3M |
| Utah Retirement Systems | 0.03% | Add +0.6% | 35,876 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -9.8% | 35,454 | $2.2M |
| Weaver Consulting Group | 0.69% | Add +1.5% | 34,847 | $2.2M |
| XML Financial, LLC | 0.20% | Add +5.1% | 34,817 | $2.2M |
| Xponance LLC | 0.02% | Add +0.6% | 34,632 | $2.2M |
| Ostrum Asset Management | 0.18% | Add +1.2% | 34,466 | $2.1M |
| Investmark Advisory Group LLC | 1.04% | Add +3.8% | 34,425 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +20.8% | 34,356 | $2.1M |
| Pathway Financial Advisers, LLC | 0.97% | Add +3.2% | 34,352 | $2.1M |
| Vident Advisory, LLC | 0.05% | Add +9.8% | 34,260 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.30% | Reduce -6.1% | 34,179 | $2.1M |
| TD Asset Management Inc | 0.00% | Add +1.3% | 33,847 | $2.1M |
| Tredje AP-fonden | 0.02% | No change | 33,977 | $2.1M |
| Horizon Kinetics Asset Management LLC | 0.03% | Add +57.5% | 33,700 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -1.9% | 33,157 | $2.1M |
| Presima Securities ULC | 0.46% | Add +6.7% | 33,300 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.6% | 35,582 | $2.0M |
| Excalibur Management Corp. | 0.77% | Reduce -3.1% | 32,210 | $2.0M |
| Swedbank AB | 0.00% | No change | 31,959 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +7.0% | 31,784 | $2.0M |
| Vestcor Inc | 0.06% | Add +608.6% | 31,597 | $2.0M |
| Gradient Capital Advisors, LLC | 0.65% | Reduce -3.7% | 31,442 | $2.0M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.05% | New | 31,185 | $1.9M |
| Griffin Asset Management, Inc. | 0.21% | Add +5.0% | 30,562 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -5.4% | 30,265 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +0.3% | 29,985 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.2% | 29,767 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 28,809 | $1.8M |
| Public Sector Pension Investment Board | 0.01% | Add +29.9% | 28,520 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -2.2% | 28,455 | $1.8M |
| Richard P Slaughter Associates Inc | 0.41% | Add +9.2% | 28,457 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +36.0% | 27,859 | $1.7M |
| Moors & Cabot, Inc. | 0.09% | Reduce -0.1% | 27,590 | $1.7M |
| Toronto Dominion Bank | 0.00% | Add +31.4% | 27,551 | $1.7M |
| Colonial Trust Advisors | 0.15% | Reduce -19.2% | 27,179 | $1.7M |
| Stoneridge Investment Partners LLC | 0.63% | New | 27,163 | $1.7M |
| Hilltop Partners LLC | 0.56% | Reduce -1.2% | 26,664 | $1.7M |
| Metis Global Partners, LLC | 0.05% | Add +25.9% | 26,131 | $1.6M |
| Bison Wealth, LLC | 0.26% | Reduce -2.8% | 26,092 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -67.2% | 25,739 | $1.6M |
| New York Life Investment Management LLC | 0.02% | New | 25,726 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +6.5% | 25,352 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.12% | Reduce -0.5% | 25,025 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -52.2% | 24,911 | $1.6M |
| Bahl & Gaynor LLC | 0.01% | Reduce -6.5% | 24,868 | $1.5M |
| Mutual Advisors, LLC | 0.05% | Reduce -6.2% | 26,427 | $1.5M |
| Inspire Investing, LLC | 0.16% | Reduce -4.3% | 24,732 | $1.5M |
| XTX Topco Ltd | 0.11% | Add +256.1% | 24,729 | $1.5M |
| Associated Banc-Corp | 0.05% | Reduce -0.4% | 24,700 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Reduce -3.3% | 24,693 | $1.5M |
| Lecap Asset Management Ltd. | 0.33% | Reduce -39.4% | 24,159 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | Reduce -5.0% | 23,699 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +3.8% | 23,677 | $1.5M |
| Royal Fund Management, LLC | 0.10% | Add +91.7% | 23,192 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -3.6% | 23,175 | $1.4M |
| TFG Advisers LLC | 0.52% | Reduce -7.2% | 23,157 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +4.5% | 22,933 | $1.4M |
| Quantinno Capital Management LP | 0.02% | Add +7.0% | 22,884 | $1.4M |
| Naviter Wealth, LLC | 0.20% | Add +16.0% | 22,321 | $1.4M |
| GAMCO Investors | 0.01% | No change | 22,600 | $1.4M |
| Penserra Capital Management LLC | 0.03% | Add +21.0% | 22,404 | $1.4M |
| Wolverine Trading, LLC | 0.04% | Add +67.4% | 22,118 | $1.4M |
| Horan Capital Advisors, LLC. | 0.46% | Reduce -1.8% | 22,216 | $1.4M |
| Jeppson Wealth Management, LLC | 0.49% | Add +2.2% | 22,085 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -10.9% | 22,054 | $1.4M |
| AQR Capital Management | 0.00% | Add +6.9% | 22,113 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 21,116 | $1.3M |
| Savant Capital, LLC | 0.01% | New | 21,105 | $1.3M |
| Belpointe Asset Management LLC | 0.08% | Add +9.7% | 21,008 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.0% | 20,831 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.9% | 20,623 | $1.3M |
| Erste Asset Management GmbH | 0.02% | No change | 20,200 | $1.3M |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -50.4% | 19,572 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -4.4% | 19,537 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.03% | Reduce -10.3% | 19,437 | $1.2M |
| ProShare Advisors LLC | 0.00% | Add +84.9% | 19,080 | $1.2M |
| Arkadios Wealth Advisors | 0.07% | Add +22.1% | 18,913 | $1.2M |
| Walleye Capital LLC | 0.01% | Reduce -7.5% | 18,725 | $1.2M |
| Summit Financial, LLC | 0.04% | Reduce -15.9% | 17,980 | $1.1M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -3.9% | 18,104 | $1.1M |
| Mediolanum International Funds Ltd | 0.02% | Reduce -2.3% | 17,710 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +7.1% | 17,699 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -1.6% | 17,621 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -0.9% | 17,324 | $1.1M |
| LRI Investments, LLC | 0.10% | Reduce -0.5% | 19,514 | $1.1M |
| Harbor Investment Advisory, LLC | 0.11% | Add +0.0% | 17,162 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -3.4% | 17,137 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.5% | 17,017 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -3.4% | 16,887 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Add +14.3% | 16,878 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -19.4% | 16,797 | $1.0M |
| Carnegie Lake Advisors LLC | 0.40% | — | 16,030 | $999K |
| RB Capital Management, LLC | 0.24% | Reduce -6.1% | 15,796 | $984K |
| Bank of Nova Scotia | 0.00% | Add +0.3% | 15,757 | $982K |
| DoubleLine ETF Adviser LP | 0.24% | New | 15,640 | $974K |
| Founders Financial Alliance, LLC | 0.27% | Reduce -0.8% | 15,602 | $972K |
| Alpha Omega Wealth Management LLC | 0.18% | Reduce -1.9% | 15,517 | $967K |
| Edgestream Partners, L.P. | 0.04% | New | 15,269 | $951K |
| Baird Financial Group, Inc. | 0.00% | Add +19.7% | 15,242 | $950K |
| Principal Securities, Inc. | 0.02% | Add +3.0% | 15,120 | $942K |
| Ameritas Advisory Services, LLC | 0.04% | Add +188.7% | 15,100 | $941K |
| Crossmark Global Holdings, Inc. | 0.02% | Add +6.6% | 15,081 | $940K |
| Ossiam | 0.02% | Add +33.4% | 15,011 | $935K |
| Vista Investment Management | 0.35% | Add +3.4% | 14,886 | $927K |
| Arax Advisory Partners | 0.08% | Reduce -7.7% | 14,760 | $920K |
| Nordea Investment Management AB | 0.00% | No change | 14,748 | $911K |
| Texas Yale Capital Corp. | 0.04% | Add +0.0% | 14,606 | $910K |
| United Services Automobile Association | 0.02% | Reduce -15.0% | 14,483 | $902K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +46.8% | 14,278 | $896K |
| FNY Investment Advisers, LLC | 0.43% | New | 14,300 | $890K |
| Perigon Wealth Management, LLC | 0.02% | New | 13,928 | $868K |
| Atria Investments, Inc | 0.01% | Reduce -9.3% | 13,886 | $865K |
| Nicholas Hoffman & Company, LLC. | 0.04% | Reduce -1.1% | 13,875 | $864K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.1% | 13,488 | $840K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 13,251 | $826K |
| Samalin Investment Counsel, LLC | 0.36% | Add +26.5% | 13,175 | $821K |
| Raymond James Trust N.A. | 0.02% | Reduce -1.6% | 13,109 | $817K |
| Curi Capital, LLC | 0.02% | Reduce -4.2% | 13,089 | $815K |
| WealthPLAN Partners, LLC | 0.11% | Reduce -38.7% | 13,034 | $812K |
| Stephens Inc. | 0.01% | Add +7.9% | 13,000 | $810K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -5.5% | 12,800 | $797K |
| Client 1ST Advisory Group, LLC | 0.31% | Reduce -7.3% | 12,721 | $793K |
| HB Wealth Management, LLC | 0.01% | Add +0.9% | 12,534 | $781K |
| AXS Investments LLC | 0.21% | Reduce -53.2% | 12,500 | $779K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -23.6% | 12,378 | $771K |
| Lazard Asset Management LLC | 0.00% | Reduce -35.9% | 12,093 | $753K |
| Janus Henderson Group PLC | 0.00% | No change | 11,985 | $747K |
| Ethic Inc. | 0.02% | Add +22.7% | 13,208 | $745K |
| Boothbay Fund Management, LLC | 0.02% | Add +2.1% | 11,915 | $742K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.3% | 11,887 | $741K |
| Howe & Rusling Inc. | 0.06% | Reduce -0.2% | 11,886 | $740K |
| Colonial Trust Co / SC | 0.11% | Reduce -6.5% | 11,849 | $738K |
| Prudential PLC | 0.00% | New | 11,808 | $736K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +32.1% | 12,271 | $735K |
| Mackenzie Financial Corp. | 0.00% | Reduce -6.2% | 11,672 | $727K |
| Aurora Private Wealth, Inc. | 0.57% | Add +0.3% | 11,646 | $726K |
| Cooper Financial Group | 0.09% | Add +6.9% | 11,629 | $724K |
| Wealthspire Advisors, LLC | 0.01% | New | 11,578 | $721K |
| Waverly Advisors, LLC | 0.01% | Reduce -24.3% | 11,403 | $710K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.8% | 11,238 | $700K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -2.6% | 11,227 | $699K |
| Townsquare Capital LLC | 0.01% | Add +5.2% | 11,099 | $691K |
| Pinnacle Financial Partners Inc | 0.01% | Add +14.5% | 11,050 | $688K |
| Diligent Investors, LLC | 0.16% | Add +1.6% | 10,989 | $685K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 10,900 | $679K |
| Global Retirement Partners, LLC | 0.02% | Reduce -5.9% | 10,899 | $679K |
| Obermeyer Wealth Partners | 0.04% | No change | 10,881 | $678K |
| &partners | 0.01% | Add +43.8% | 10,770 | $670K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Reduce -1.2% | 10,705 | $667K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.9% | 10,698 | $666K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +61.8% | 10,567 | $658K |
| Advisory Services Network, LLC | 0.01% | No change | 11,955 | $658K |
| C2C Wealth Management, LLC | 0.61% | Reduce -4.8% | 11,763 | $655K |
| First National Bank of Mount Dora, Trust Investment Services | 0.15% | No change | 10,400 | $648K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 10,279 | $640K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 10,279 | $640K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.2% | 10,253 | $639K |
| Spirit of America Management Corp. | 0.13% | Reduce -32.9% | 10,200 | $635K |
| Accel Wealth Management | 0.23% | Add +0.4% | 10,050 | $626K |
| Assetmark, Inc. | 0.00% | Add +3.1% | 10,013 | $624K |
| Norinchukin Bank, The | 0.01% | Reduce -0.9% | 9,989 | $622K |
| Demars Financial Group, LLC | 0.28% | Add +2.2% | 9,883 | $616K |
| Hudson Portfolio Management LLC | 0.60% | — | 9,732 | $606K |
| CarsonAllaria Wealth Management, Ltd. | 0.35% | Add +1.0% | 9,695 | $604K |
| First National Trust Co | 0.02% | No change | 9,628 | $600K |
| McGlone Suttner Wealth Management, Inc. | 0.12% | Add +7.3% | 9,615 | $599K |
| CIC Wealth, LLC | 0.15% | Add +5.3% | 9,498 | $592K |
| Walleye Trading LLC | 0.01% | Add +71.2% | 9,484 | $591K |
| IHT Wealth Management, LLC | 0.02% | Add +22.4% | 9,430 | $586K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 10,000 | $586K |
| Commerce Bank | 0.00% | Reduce -2.8% | 9,353 | $583K |
| Old Port Advisors | 0.16% | Add +5.0% | 9,338 | $582K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Add +20.7% | 9,109 | $567K |
| Candriam S.C.A. | 0.00% | Add +22.6% | 9,090 | $566K |
| Marex Group Ltd | 0.01% | Reduce -46.9% | 9,070 | $565K |
| Intech Investment Management LLC | 0.01% | No change | 9,005 | $561K |
| Independent Financial Group, LLC | 0.02% | Reduce -24.9% | 9,003 | $561K |
| Independent Advisor Alliance | 0.02% | Reduce -10.7% | 8,956 | $558K |
| Clear Creek Financial Management, LLC | 0.06% | No change | 8,905 | $555K |
| Peddock Capital Advisors, LLC | 0.13% | Add +0.1% | 8,777 | $547K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -50.6% | 8,746 | $545K |
| Adams Wealth Management | 0.12% | Reduce -6.1% | 8,745 | $545K |
| CacheTech Inc. | 0.12% | Reduce -6.1% | 8,745 | $545K |
| MAI Capital Management | 0.01% | Reduce -1.0% | 8,737 | $544K |
| Shelton Capital Management | 0.01% | Reduce -2.9% | 8,651 | $539K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -14.9% | 8,629 | $538K |
| Crestline Management, L.P. | 0.03% | New | 8,619 | $537K |
| EP Wealth Advisors, LLC | 0.00% | Add +63.8% | 8,549 | $533K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -9.5% | 8,530 | $531K |
| Choreo, LLC | 0.01% | Add +12.2% | 8,563 | $530K |
| Evergreen Capital Management LLC | 0.02% | Reduce -8.4% | 8,326 | $526K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +0.8% | 8,439 | $526K |
| Sterling Capital Management LLC | 0.01% | — | 8,401 | $523K |
| Eldridge Investment Advisors, Inc. | 0.12% | Add +12.6% | 8,363 | $521K |
| MKT Advisors LLC | 0.24% | Reduce -6.4% | 8,521 | $520K |
| Archer Investment Corp | 0.14% | No change | 8,348 | $520K |
| Gsa Capital Partners LLP | 0.04% | New | 8,343 | $520K |
| Modern Wealth Management, LLC | 0.03% | Add +4.3% | 8,285 | $516K |
| FLC Capital Advisors | 0.12% | Reduce -4.5% | 8,268 | $515K |
| Sigma Planning Corp | 0.02% | Reduce -20.9% | 8,161 | $508K |
| Focus Financial Network, Inc. | 0.02% | Add +18.1% | 8,047 | $508K |
| PFG Investments, LLC | 0.03% | Reduce -4.3% | 8,066 | $502K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +5.1% | 8,033 | $500K |
| ABLE Financial Group, LLC | 0.15% | New | 8,010 | $499K |
| Impact Partnership Wealth, LLC | 0.11% | New | 8,010 | $499K |
| Wellington Shields & Co., LLC | 0.15% | Reduce -2.5% | 7,956 | $496K |
| Twinbeech Capital LP | 0.01% | New | 7,937 | $494K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.4% | 7,931 | $494K |
| Compound Planning, Inc. | 0.03% | Add +27.5% | 7,924 | $494K |
| AE Wealth Management LLC | 0.00% | Reduce -19.6% | 7,865 | $490K |
| Philadelphia Trust Co. | 0.04% | No change | 7,790 | $485K |
| D. E. Shaw & Co. | 0.00% | Reduce -45.8% | 7,755 | $483K |
| CIBC Asset Management Inc | 0.00% | Add +5.4% | 7,748 | $483K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.9% | 7,711 | $480K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +1.0% | 7,583 | $472K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 7,582 | $472K |
| Lanark Financial, Inc. | 0.04% | Reduce -18.4% | 7,586 | $472K |
| KOM Wealth Management Group, LLC | 0.39% | Reduce -3.5% | 7,520 | $469K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.1% | 7,518 | $468K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -1.3% | 7,503 | $467K |
| Dudley Capital Management, LLC | 0.24% | Add +7.3% | 7,400 | $461K |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 7,391 | $460K |
| Inspire Advisors, LLC | 0.06% | Reduce -10.6% | 7,388 | $460K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -7.0% | 7,381 | $460K |
| Frank, Rimerman Advisors LLC | 0.03% | Reduce -57.0% | 7,267 | $453K |
| Investment Management Corp of Ontario | 0.01% | Add +46.7% | 7,229 | $450K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.0% | 7,114 | $443K |
| Burney Co./ | 0.02% | Add +0.0% | 7,089 | $442K |
| Austin Private Wealth, LLC | 0.04% | Reduce -13.8% | 7,042 | $439K |
| Herold Advisors, Inc. | 0.09% | Add +5.6% | 6,877 | $428K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -9.2% | 6,859 | $427K |
| NewEdge Wealth, LLC | 0.01% | Add +3.8% | 6,843 | $426K |
| Cambria Investment Management, L.P. | 0.03% | New | 6,812 | $424K |
| D.A. Davidson & Co. | 0.00% | Add +2.6% | 6,750 | $421K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.2% | 6,702 | $418K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -13.0% | 6,698 | $417K |
| Sawyer & Company, Inc | 0.15% | No change | 6,695 | $417K |
| Ballentine Partners, LLC | 0.01% | Add +0.5% | 6,572 | $409K |
| International Assets Investment Management, LLC | 0.03% | Add +0.3% | 6,538 | $407K |
| Everstar Asset Management, LLC | 0.28% | — | 6,517 | $406K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 6,420 | $406K |
| Cornercap Investment Counsel Inc. | 0.12% | Reduce -32.0% | 6,474 | $403K |
| Family Legacy, Inc. | 0.13% | Reduce -7.2% | 6,450 | $402K |
| Avantax Planning Partners, Inc. | 0.01% | Add +2.8% | 6,437 | $401K |
| Intrua Financial, LLC | 0.07% | Add +4.4% | 6,418 | $400K |
| Avion Wealth | 0.10% | No change | 6,413 | $399K |
| Boston Financial Mangement LLC | 0.01% | Reduce -8.6% | 6,370 | $397K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.5% | 6,312 | $393K |
| MADDEN SECURITIES Corp | 0.17% | No change | 6,280 | $391K |
| Rockport Wealth LLC | 0.10% | Add +8.5% | 6,271 | $391K |
| Aspire Wealth Management Corp | 0.21% | Add +0.6% | 6,211 | $387K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.5% | 6,116 | $381K |
| Kowal Investment Group, LLC | 0.07% | Add +0.5% | 6,103 | $380K |
| Summit Securities Group LLC | 0.24% | New | 6,100 | $380K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 6,084 | $380K |
| Centaurus Financial, Inc. | 0.02% | Reduce -4.7% | 6,086 | $379K |
| Campbell Wealth Management | 0.03% | Reduce -22.7% | 6,073 | $378K |
| Signaturefd, LLC | 0.01% | Reduce -10.9% | 6,036 | $376K |
| Clarity Financial LLC | 0.04% | New | 6,034 | $376K |
| Panagora Asset Management Inc. | 0.00% | No change | 5,990 | $373K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.7% | 5,957 | $371K |
| Quadcap Wealth Management, LLC | 0.06% | Add +0.2% | 5,926 | $369K |
| Kovack Advisors, Inc. | 0.04% | Reduce -7.8% | 5,919 | $369K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +6.3% | 5,910 | $368K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -21.4% | 5,850 | $368K |
| Jacobi Capital Management LLC | 0.03% | Add +2.2% | 5,892 | $367K |
| Apollon Financial, LLC | 0.11% | New | 5,876 | $366K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.6% | 5,883 | $366K |
| True North Advisors, LLC | 0.10% | Reduce -1.4% | 5,859 | $365K |
| PEAK6 Investments LLC | 0.02% | Add +73.1% | 5,840 | $364K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.7% | 5,832 | $363K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.5% | 5,806 | $362K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -7.5% | 5,801 | $361K |
| Allen Capital Group, LLC | 0.05% | Add +0.4% | 5,773 | $360K |
| Ignite Planners, LLC | 0.08% | Reduce -0.1% | 5,733 | $357K |
| Cullen Capital Management, LLC | 0.00% | No change | 5,723 | $357K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +0.4% | 5,614 | $352K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -41.9% | 5,623 | $350K |
| Profund Advisors LLC | 0.01% | Reduce -2.2% | 5,548 | $346K |
| Swiss Life Asset Management Ltd | 0.00% | New | 5,542 | $345K |
| Gilbert & Cook, Inc. | 0.05% | Reduce -0.4% | 5,520 | $344K |
| Shell Asset Management Co. | 0.02% | — | 5,501 | $343K |
| Basepoint Wealth LLC | 0.25% | Add +1.5% | 5,494 | $342K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -5.9% | 5,409 | $337K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 5,386 | $336K |
| Flagship Private Wealth, LLC | 0.17% | Reduce -42.0% | 5,383 | $335K |
| Fox Run Management, L.L.C. | 0.07% | New | 5,381 | $335K |
| Jackson Wealth Management, LLC | 0.04% | Add +17.5% | 5,384 | $335K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.7% | 5,319 | $331K |
| Private Advisory Group LLC | 0.04% | New | 5,319 | $331K |
| Coppell Advisory Solutions LLC | 0.05% | Add +28.5% | 5,254 | $330K |
| Carret Asset Management, LLC | 0.04% | No change | 5,282 | $329K |
| DF Dent & Co. Inc. | 0.00% | Reduce -5.0% | 5,281 | $329K |
| Applied Finance Capital Management, LLC | 0.01% | Reduce -10.4% | 5,269 | $328K |
| One Wealth Map LLC | 0.19% | No change | 5,494 | $327K |
| Greenleaf Trust | 0.00% | Reduce -9.6% | 5,173 | $322K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -4.8% | 5,073 | $316K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -6.4% | 5,046 | $314K |
| Summit Wealth Group, LLC | 0.09% | No change | 5,047 | $314K |
| Widmann Financial Services, Inc. | 0.24% | Reduce -13.2% | 5,000 | $311K |
| Benjamin Edwards Inc. | 0.00% | Add +444.4% | 4,976 | $310K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -47.5% | 4,970 | $310K |
| SageView Advisory Group, LLC | 0.02% | Reduce -7.9% | 4,935 | $307K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 5,049 | $303K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -13.9% | 5,473 | $303K |
| Sound Income Strategies, LLC | 0.02% | Reduce -1.0% | 4,865 | $303K |
| Round Rock Advisors LLC | 0.07% | Reduce -3.4% | 4,849 | $302K |
| Equitable Holdings, Inc. | 0.00% | Reduce -9.7% | 4,827 | $301K |
| Credit Agricole S A | 0.00% | No change | 4,800 | $299K |
| Seeds Investor LLC | 0.11% | Add +15.2% | 4,798 | $299K |
| AIA Group Ltd | 0.01% | No change | 4,773 | $297K |
| Cordatus Wealth Management LLC | 0.11% | Reduce -0.3% | 4,734 | $295K |
| Columbia Asset Management | 0.05% | No change | 4,725 | $294K |
| Napa Wealth Management | 0.14% | Add +19.8% | 4,716 | $294K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,707 | $293K |
| Woodward Diversified Capital, LLC | 0.19% | Reduce -4.2% | 4,698 | $293K |
| Hilltop Holdings Inc. | 0.02% | New | 4,670 | $291K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -2.2% | 4,636 | $289K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -9.9% | 4,573 | $285K |
| Retirement Planning Co of New England, Inc. | 0.14% | Reduce -21.3% | 4,556 | $284K |
| Engineers Gate Manager LP | 0.01% | Reduce -81.8% | 4,522 | $282K |
| Regions Financial Corp. | 0.00% | New | 4,517 | $281K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -34.9% | 4,470 | $280K |
| Dividend Assets Capital, LLC | 0.05% | No change | 4,500 | $280K |
| Sovereign Financial Group, Inc. | 0.06% | Add +1.1% | 4,445 | $277K |
| Fisher Asset Management | 0.00% | Reduce -11.1% | 4,435 | $276K |
| Wambolt & Associates, LLC | 0.08% | Reduce -27.5% | 4,487 | $275K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.2% | 4,410 | $275K |
| Mgo One Seven LLC | 0.01% | Reduce -24.8% | 4,405 | $274K |
| Berger Financial Group, Inc | 0.02% | Add +0.5% | 4,387 | $273K |
| Procyon Advisors, LLC | 0.02% | No change | 4,366 | $272K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -95.7% | 4,287 | $267K |
| Garrison Asset Management, LLC | 0.13% | Add +0.1% | 4,259 | $265K |
| CreativeOne Wealth, LLC | 0.01% | Add +14.1% | 4,236 | $264K |
| CI Investments Inc. | 0.00% | Reduce -4.5% | 4,228 | $263K |
| Alaska Permanent Fund Corp | 0.00% | No change | 4,219 | $263K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 4,213 | $262K |
| Paloma Partners Management Co | 0.02% | New | 4,200 | $262K |
| Applied Capital LLC | 0.20% | New | 4,191 | $261K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.1% | 4,190 | $261K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 4,153 | $261K |
| Versor Investments LP | 0.04% | Reduce -30.3% | 4,177 | $260K |
| SWP Financial LLC | 0.16% | Reduce -4.2% | 4,173 | $260K |
| Bright Futures Wealth Management, LLC. | 0.13% | Reduce -3.4% | 4,626 | $260K |
| HBW Advisory Services LLC | 0.04% | Reduce -23.6% | 4,172 | $260K |
| GW Henssler & Associates Ltd. | 0.01% | New | 4,159 | $259K |
| Larson Financial Group LLC | 0.01% | Add +1.5% | 4,097 | $255K |
| D.B. Root & Company, LLC | 0.08% | Reduce -46.7% | 4,065 | $253K |
| Centersquare Investment Management LLC | 0.00% | Reduce -51.2% | 4,064 | $253K |
| Peachtree Investment Partners, LLC | 0.10% | Add +1.0% | 4,061 | $253K |
| Rakuten Investment Management, Inc. | 0.00% | Add +33.1% | 4,003 | $251K |
| Two Sigma Securities, LLC | 0.02% | Reduce -17.9% | 4,023 | $251K |
| LexAurum Advisors, LLC | 0.06% | Reduce -10.1% | 4,014 | $250K |
| Cadence Bank | 0.02% | Reduce -3.2% | 4,000 | $249K |
| Accurate Wealth Management, LLC | 0.05% | Add +7.1% | 4,175 | $249K |
| GeoWealth Management, LLC | 0.01% | Reduce -26.7% | 3,962 | $247K |
| Monterey Private Wealth, Inc. | 0.08% | No change | 3,953 | $246K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,950 | $246K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -20.1% | 3,919 | $244K |
| Optimum Investment Advisors | 0.11% | Reduce -37.0% | 3,907 | $243K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -5.1% | 3,830 | $242K |
| Tradition Wealth Management, LLC | 0.02% | No change | 3,880 | $242K |
| KPP Advisory Services LLC | 0.06% | Reduce -4.5% | 3,845 | $240K |
| Insight Wealth Partners, LLC | 0.15% | Reduce -25.4% | 3,820 | $238K |
| Mach-1 Financial Group, LLC | 0.15% | Reduce -1.4% | 3,799 | $237K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | Reduce -5.0% | 3,782 | $236K |
| Keynote Financial Services LLC | 0.18% | No change | 3,760 | $234K |
| NorthRock Partners, LLC | 0.01% | New | 3,696 | $233K |
| Tompkins Financial Corp. | 0.02% | No change | 3,720 | $232K |
| 360 Financial, Inc. | 0.09% | Reduce -7.4% | 3,718 | $232K |
| Lido Advisors, LLC | 0.00% | Reduce -19.5% | 3,710 | $231K |
| Adapt Wealth Advisors, LLC | 0.12% | Reduce -6.1% | 3,710 | $231K |
| Battery Global Advisors, LLC | 0.13% | New | 3,655 | $231K |
| Capital Planning Advisors, LLC | 0.03% | No change | 3,657 | $228K |
| Merit Financial Group, LLC | 0.01% | New | 3,627 | $226K |
| Fiera Capital Corp | 0.00% | New | 3,627 | $226K |
| Harbour Investments, Inc. | 0.01% | Add +5.9% | 3,626 | $226K |
| Raleigh Capital Management Inc. | 0.09% | Reduce -8.3% | 3,625 | $226K |
| Modera Wealth Management, LLC | 0.00% | New | 3,580 | $223K |
| Clearview Wealth Advisors LLC | 0.17% | Reduce -3.5% | 3,567 | $222K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -23.5% | 3,761 | $222K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -56.5% | 3,931 | $221K |
| Trust Point Inc. | 0.02% | New | 3,540 | $221K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -28.3% | 3,508 | $219K |
| Empowered Funds, LLC | 0.00% | New | 3,507 | $218K |
| Argent Trust Co | 0.01% | Reduce -15.1% | 3,500 | $218K |
| King Wealth Management Group | 0.03% | New | 3,495 | $218K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 3,659 | $218K |
| Private Trust Co. NA | 0.02% | Reduce -23.8% | 3,447 | $215K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -11.3% | 3,421 | $213K |
| LVW Advisors, LLC | 0.03% | New | 3,406 | $212K |
| Detalus Advisors, LLC | 0.07% | New | 3,400 | $212K |
| Heirloom Wealth Management | 0.07% | Reduce -51.3% | 3,362 | $209K |
| Goldstone Financial Group, LLC | 0.04% | New | 3,345 | $208K |
| First Heartland Consultants, Inc. | 0.02% | New | 3,339 | $208K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.1% | 3,336 | $208K |
| RFG Advisory, LLC | 0.01% | Reduce -12.3% | 3,324 | $207K |
| Bourgeon Capital Management LLC | 0.04% | New | 3,301 | $206K |
| New Wave Wealth Advisors LLC | 0.09% | New | 3,286 | $205K |
| Heritage Oak Wealth Advisors LLC | 0.09% | New | 3,286 | $205K |
| Focused Wealth Management, Inc | 0.03% | New | 3,269 | $204K |
| Capital Investment Advisors, LLC | 0.00% | New | 3,268 | $204K |
| Tyche Wealth Partners LLC | 0.05% | New | 3,258 | $203K |
| Ritholtz Wealth Management | 0.01% | New | 3,246 | $202K |
| Principle Wealth Partners LLC | 0.01% | New | 3,240 | $202K |
| Meeder Advisory Services, Inc. | 0.01% | New | 3,231 | $201K |
| Guyasuta Investment Advisors Inc. | 0.01% | Reduce -22.7% | 3,230 | $201K |
| Venture Visionary Partners LLC | 0.01% | New | 3,220 | $201K |
| Parallel Advisors, LLC | 0.00% | Add +48.2% | 3,214 | $200K |
| HM Payson & Co. | 0.00% | No change | 2,990 | $186K |
| Sunbelt Securities, Inc. | 0.02% | Add +1.1% | 2,970 | $185K |
| Motco | 0.02% | Reduce -22.0% | 2,952 | $184K |
| Group One Trading LLC | 0.01% | Reduce -17.1% | 2,920 | $182K |
| LGT Financial Advisors LLC | 0.43% | Reduce -55.3% | 2,797 | $174K |
| Trust Co. of Vermont | 0.01% | No change | 2,791 | $174K |
| Globeflex Capital L P | 0.02% | New | 2,547 | $159K |
| AllSquare Wealth Management LLC | 0.09% | No change | 2,540 | $158K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -51.3% | 2,506 | $156K |
| Truvestments Capital LLC | 0.04% | New | 2,492 | $155K |
| IAG Wealth Partners, LLC | 0.03% | Reduce -12.5% | 2,489 | $155K |
| Sandy Spring Bank | 0.01% | No change | 2,470 | $154K |
| WASHINGTON TRUST Co | 0.01% | No change | 2,463 | $153K |
| North Star Investment Management Corp. | 0.01% | Reduce -8.9% | 2,449 | $153K |
| GAMMA Investing LLC | 0.02% | Add +9.5% | 2,444 | $152K |
| Creative Financial Designs Inc. | 0.01% | Reduce -6.2% | 2,365 | $147K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.6% | 2,351 | $146K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.8% | 2,300 | $143K |
| Belvedere Trading LLC | 0.01% | New | 2,262 | $141K |
| Oarsman Capital, Inc. | 0.03% | New | 2,250 | $140K |
| AdvisorNet Financial, Inc | 0.01% | Add +164.5% | 2,198 | $137K |
| Concord Wealth Partners | 0.02% | Reduce -10.9% | 2,166 | $135K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 2,100 | $130K |
| Parallax Volatility Advisers, L.P. | 0.00% | Add +238.5% | 2,075 | $129K |
| Spire Wealth Management | 0.00% | No change | 2,055 | $128K |
| Northwest Financial Advisors | 0.10% | New | 2,030 | $126K |
| Westend Capital Management, LLC | 0.04% | No change | 2,000 | $125K |
| Catalyst Funds Management Pty Ltd | 0.03% | Add +5.3% | 2,000 | $125K |
| Jones Financial Companies LLLP | 0.00% | Add +72.6% | 1,949 | $122K |
| Rise Advisors, LLC | 0.06% | Add +0.6% | 1,874 | $117K |
| Headlands Technologies LLC | 0.01% | New | 1,778 | $111K |
| Fairscale Capital, LLC | 0.09% | No change | 1,600 | $101K |
| Planned Solutions, Inc. | 0.04% | New | 1,543 | $96K |
| CENTRAL TRUST Co | 0.00% | Add +0.1% | 1,522 | $95K |
| Farther Finance Advisors, LLC | 0.00% | Add +122.9% | 1,520 | $95K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,500 | $93K |
| UMB Bank, n.a. | 0.00% | Add +53.6% | 1,442 | $90K |
| ORG Partners LLC | 0.01% | Reduce -21.8% | 1,428 | $89K |
| Avior Wealth Management, LLC | 0.00% | Add +4.5% | 1,426 | $89K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -66.9% | 1,379 | $86K |
| Blue Trust, Inc. | 0.00% | Add +64.8% | 1,559 | $86K |
| Financial Gravity Companies, Inc. | 0.02% | — | 1,359 | $85K |
| IFP Advisors, Inc | 0.00% | Add +5.4% | 1,359 | $85K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -40.8% | 1,351 | $84K |
| Logan Capital Management Inc. | 0.00% | No change | 1,300 | $81K |
| FSA Wealth Management LLC | 0.03% | — | 1,298 | $81K |
| CoreCap Advisors, LLC | 0.00% | Add +7.5% | 1,291 | $80K |
| FIL Ltd | 0.00% | Reduce -56.5% | 1,289 | $80K |
| SouthState Bank Corp | 0.01% | No change | 1,244 | $78K |
| Brown Brothers Harriman & Co. | 0.00% | Add +7.1% | 1,206 | $75K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -19.6% | 1,206 | $75K |
| Bruce G. Allen Investments, LLC | 0.06% | Add +3.1% | 1,178 | $73K |
| Addison Advisors LLC | 0.02% | No change | 1,136 | $71K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,135 | $71K |
| Baldwin Wealth Partners LLC | 0.00% | New | 1,117 | $71K |
| Whittier Trust Co. | 0.00% | No change | 1,100 | $69K |
| Ancora Advisors LLC | 0.00% | Reduce -23.3% | 1,064 | $66K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,000 | $63K |
| Avondale Wealth Management | 0.04% | New | 1,000 | $62K |
| St Germain D J Co. Inc. | 0.00% | No change | 992 | $62K |
| Key Financial Inc | 0.01% | Add +0.7% | 969 | $60K |
| Eastern Bank | 0.00% | New | 965 | $60K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 961 | $60K |
| Capital Analysts, LLC | 0.00% | Add +0.6% | 943 | $59K |
| Lindbrook Capital, LLC | 0.01% | Reduce -13.7% | 930 | $58K |
| Wolff Wiese Magana LLC | 0.04% | Add +65.4% | 918 | $57K |
| Huntington National Bank | 0.00% | Add +5.0% | 901 | $56K |
| MCF Advisors LLC | 0.00% | No change | 891 | $56K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $55K |
| Richardson Financial Services Inc. | 0.03% | Add +100.0% | 926 | $54K |
| Princeton Global Asset Management LLC | 0.01% | No change | 869 | $54K |
| Bare Financial Services, Inc | 0.02% | No change | 865 | $54K |
| Smartleaf Asset Management LLC | 0.01% | Add +160.4% | 854 | $54K |
| Bangor Savings Bank | 0.01% | No change | 850 | $53K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +70.6% | 824 | $51K |
| MV Capital Management, Inc. | 0.01% | Reduce -62.2% | 762 | $47K |
| Ridgewood Investments LLC | 0.02% | No change | 750 | $47K |
| Quent Capital, LLC | 0.00% | Reduce -20.9% | 733 | $46K |
| PSI Advisors, LLC | 0.01% | No change | 709 | $44K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +133.3% | 700 | $44K |
| Hilltop National Bank | 0.01% | No change | 700 | $44K |
| Tortoise Investment Management, LLC | 0.00% | No change | 697 | $43K |
| Fortitude Family Office, LLC | 0.02% | Add +962.5% | 680 | $42K |
| Advisors Asset Management, Inc. | 0.00% | Add +33.5% | 670 | $42K |
| Abich Financial Wealth Management LLC | 0.09% | Add +2374.1% | 668 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +35.9% | 651 | $41K |
| Maia Wealth LLC | 0.01% | New | 650 | $40K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.5% | 617 | $38K |
| McIlrath & Eck, LLC | 0.00% | Reduce -10.1% | 614 | $38K |
| Paladin Advisory Group, LLC | 0.03% | No change | 598 | $37K |
| Transcendent Capital Group LLC | 0.02% | Add +1.6% | 587 | $37K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 583 | $36K |
| Montag A & Associates Inc. | 0.00% | No change | 570 | $36K |
| GoalVest Advisory LLC | 0.01% | Reduce -82.8% | 571 | $36K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 545 | $34K |
| City State Bank | 0.01% | Reduce -24.1% | 518 | $32K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 528 | $32K |
| Riverview Trust Co | 0.03% | No change | 493 | $31K |
| Versant Capital Management, Inc | 0.01% | Add +3.1% | 493 | $31K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 455 | $28K |
| Hexagon Capital Partners LLC | 0.01% | No change | 422 | $26K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 421 | $26K |
| Covestor Ltd | 0.02% | Reduce -63.2% | 415 | $26K |
| First United Bank & Trust | 0.01% | No change | 415 | $26K |
| Heritage Wealth Advisors | 0.00% | No change | 402 | $25K |
| ESL Trust Services, LLC | 0.01% | No change | 400 | $25K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 396 | $25K |
| Brooklyn Investment Group | 0.01% | New | 383 | $24K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 370 | $23K |
| Hobbs Group Advisors, LLC | 0.01% | Add +75.5% | 351 | $22K |
| Thompson Investment Management, Inc. | 0.00% | No change | 349 | $22K |
| Creekmur Asset Management LLC | 0.01% | No change | 348 | $22K |
| Robbins Farley | 0.01% | No change | 345 | $21K |
| Bessemer Group Inc. | 0.00% | Reduce -17.3% | 339 | $21K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +6.0% | 316 | $20K |
| Nemes Rush Group LLC | 0.00% | No change | 331 | $19K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -46.0% | 293 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 285 | $18K |
| Johnson Financial Group, Inc. | 0.00% | No change | 270 | $17K |
| VitalStone Financial, LLC | 0.01% | Add +1.5% | 267 | $17K |
| Ascentis Independent Advisors | 0.00% | New | 266 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.9% | 242 | $15K |
| Venturi Wealth Management, LLC | 0.00% | Add +15.0% | 238 | $15K |
| TD Private Client Wealth LLC | 0.00% | No change | 237 | $15K |
| Salomon & Ludwin, LLC | 0.00% | Add +43.3% | 235 | $15K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 230 | $14K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $14K |
| Ashton Thomas Securities, LLC | 0.00% | New | 220 | $14K |
| NCP Inc. | 0.01% | Add +1.5% | 209 | $13K |
| M&R Capital Management Inc. | 0.00% | Add +14.8% | 209 | $13K |
| Broadwater Capital Management LLC | 0.01% | No change | 200 | $12K |
| Smithfield Trust Co | 0.00% | No change | 200 | $12K |
| Davis Capital Management | 0.01% | No change | 191 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Add +1.6% | 190 | $12K |
| Private Wealth Management Group, LLC | 0.00% | No change | 189 | $12K |
| Cohen & Steers, Inc. | 0.00% | Reduce -100.0% | 178 | $11K |
| Kennebec Savings Bank | 0.01% | — | 165 | $10K |
| REAP Financial Group, LLC | 0.00% | Reduce -1.2% | 164 | $10K |
| Flputnam Investment Management Co. | 0.00% | Reduce -65.7% | 300 | $10K |
| Byrne Asset Management LLC | 0.01% | No change | 160 | $10K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 150 | $9K |
| Caldwell Trust Co | 0.00% | No change | 150 | $9K |
| Meeder Asset Management Inc. | 0.00% | Add +5.4% | 136 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 134 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -18.0% | 146 | $8K |
| Beacon Capital Management, LLC | 0.00% | No change | 129 | $8K |
| Delta Asset Management LLC | 0.00% | Reduce -37.5% | 125 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 124 | $8K |
| First Community Trust NA | 0.01% | No change | 120 | $7K |
| Main Street Group, LTD | 0.00% | Reduce -93.6% | 117 | $7K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 104 | $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 |
| Signature Resources Capital Management, LLC | 0.01% | No change | 91 | $6K |
| WR Wealth Planners, LLC | 0.00% | Add +1.1% | 88 | $5K |
| Birchbrook, Inc. | 0.00% | New | 80 | $5K |
| Bokf, NA | 0.00% | Reduce -74.9% | 71 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 58 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 53 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 49 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 54 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 48 | $3K |
| CVA Family Office, LLC | 0.00% | Add +37.9% | 40 | $2K |
| Mather Group, Llc. | 0.00% | Reduce -71.5% | 37 | $2K |
| Red Tortoise LLC | 0.00% | No change | 32 | $2K |
| Horizon Investments, LLC | 0.00% | Add +39.1% | 32 | $2K |
| Eukles Asset Management | 0.00% | No change | 30 | $2K |
| Park Place Capital Corp | 0.00% | No change | 28 | $2K |
| Caitlin John, LLC | 0.00% | Add +3.7% | 28 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 24 | $1K |
| Continuum Advisory, LLC | 0.00% | Reduce -5.0% | 19 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 14 | $900 |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $872 |
| Sachetta, LLC | 0.00% | No change | 12 | $748 |
| Valued Wealth Advisors LLC | 0.00% | New | 11 | $695 |
| 1620 Investment Advisors, Inc. | 0.00% | New | 10 | $629 |
| Voisard Asset Management Group, Inc. | 0.00% | New | 9 | $561 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 8 | $505 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $374 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 4 | $249 |
| West Branch Capital LLC | 0.00% | New | 3 | $187 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $125 |
| 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.