WP CareyWPC
13F holders, Q4 2024 (December 31)782holders −22
57new positions
108sold out
7famous investors
$54.56avg. 13F price*
At the end of Q4 2024, 782 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, down 22 from Q3 2024. 57 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.5B) and State Street Corp. ($669.1M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $103.1M |
| Exits | 108 | $161.6M |
All 13F filers, Q3 2024 → Q4 2024: 9,032,758 shares bought and 6,900,547 shares sold, net +2,132,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 782 holders
| Vanguard Group Inc. | 0.03% | Add +0.8% | 30,820,665 | $1.7B |
| BlackRock, Inc. | 0.03% | Add +2.2% | 27,525,968 | $1.5B |
| State Street Corp. | 0.03% | Add +2.7% | 12,087,036 | $669.1M |
| Geode Capital Management, LLC | 0.02% | Add +3.0% | 4,709,028 | $256.2M |
| Massachusetts Financial Services Co. | 0.07% | Add +29.1% | 4,022,953 | $219.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.3% | 3,170,736 | $172.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.7% | 2,641,815 | $143.9M |
| Northern Trust Corp. | 0.02% | Add +40.3% | 2,641,229 | $143.9M |
| PGGM Investments | 1.88% | No change | 2,598,446 | $141.6M |
| Norges Bank | 0.02% | Reduce -4.1% | 2,558,388 | $139.4M |
| Legal & General Group Plc | 0.03% | Reduce -4.2% | 2,347,357 | $127.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.5% | 2,237,905 | $121.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +6.5% | 2,188,603 | $119.2M |
| Morgan Stanley | 0.01% | Add +7.1% | 2,088,770 | $113.8M |
| UBS Group AG | 0.02% | Add +31.9% | 1,913,875 | $104.3M |
| Equity Investment Corp. | 2.39% | Add +26.3% | 1,870,734 | $101.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.9% | 1,364,292 | $74.3M |
| Citadel Advisors | 0.07% | Add +42.3% | 1,272,730 | $69.3M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -7.3% | 1,066,496 | $58.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.1% | 1,058,351 | $57.7M |
| California Public Employees Retirement System | 0.04% | Add +0.0% | 1,026,256 | $55.9M |
| Bank of America Corp. | 0.00% | Reduce -12.7% | 805,024 | $43.9M |
| APG Asset Management US Inc. | 0.31% | Reduce -2.2% | 760,019 | $41.4M |
| Invesco Ltd. | 0.01% | Add +10.8% | 750,151 | $40.9M |
| Ameriprise Financial Inc. | 0.01% | Add +7.0% | 730,278 | $39.7M |
| LPL Financial LLC | 0.02% | Reduce -3.8% | 699,961 | $38.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +3.0% | 670,027 | $36.5M |
| Victory Capital Management Inc. | 0.04% | Add +19.8% | 663,317 | $36.1M |
| Rhumbline Advisers | 0.03% | Add +0.6% | 662,113 | $36.1M |
| Swiss National Bank | 0.02% | Reduce -4.8% | 618,251 | $33.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.9% | 579,762 | $31.6M |
| Raymond James Financial Inc. | 0.01% | — | 577,139 | $31.4M |
| Caisse de depot et placement du Quebec | 0.06% | New | 571,289 | $31.1M |
| Advisors Capital Management, LLC | 0.48% | Reduce -17.0% | 562,654 | $30.7M |
| Millennium Management | 0.03% | Add +514.7% | 538,933 | $29.4M |
| Zacks Investment Management | 0.26% | Reduce -16.1% | 514,898 | $28.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.0% | 501,566 | $27.3M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +23.2% | 500,063 | $27.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.5% | 463,740 | $25.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.2% | 458,323 | $25.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +3.3% | 454,720 | $24.8M |
| Asset Management One Co., Ltd. | 0.08% | Add +1.0% | 433,241 | $23.6M |
| Alliancebernstein L.P. | 0.01% | Add +13.0% | 421,576 | $23.0M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -2.0% | 389,320 | $21.2M |
| Barclays PLC | 0.01% | Add +9.6% | 387,839 | $21.1M |
| Brown Advisory Inc. | 0.03% | Reduce -4.5% | 386,343 | $21.0M |
| FMR LLC | 0.00% | Reduce -54.3% | 368,479 | $20.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 364,236 | $19.8M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +3.7% | 355,333 | $19.4M |
| Berkshire Asset Management LLC | 0.84% | Reduce -2.8% | 322,771 | $17.8M |
| Wellington Management Group LLP | 0.00% | Add +26.2% | 319,738 | $17.4M |
| California State Teachers Retirement System | 0.02% | Add +3.1% | 313,452 | $17.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +1.1% | 301,994 | $16.6M |
| Deutsche Bank AG | 0.01% | Reduce -2.9% | 285,607 | $15.6M |
| Schroder Investment Management Group | 0.01% | Add +69.2% | 282,368 | $15.2M |
| Amundi | 0.01% | Add +4.0% | 271,703 | $14.9M |
| Osaic Holdings, Inc. | 0.03% | Add +1.7% | 273,151 | $14.9M |
| HSBC Holdings PLC | 0.01% | Reduce -60.6% | 271,813 | $14.8M |
| Retirement Systems of Alabama | 0.05% | Add +0.1% | 266,101 | $14.5M |
| Citigroup Inc. | 0.01% | Reduce -13.1% | 258,784 | $14.1M |
| Cetera Investment Advisers | 0.03% | Reduce -29.4% | 253,479 | $13.8M |
| Royal Bank of Canada | 0.00% | Add +12.6% | 248,139 | $13.5M |
| Corebridge Financial, Inc. | 0.07% | Reduce -4.3% | 247,618 | $13.5M |
| TruWealth Advisors, LLC | 0.80% | Add +1.1% | 242,277 | $13.2M |
| Alyeska Investment Group, L.P. | 0.05% | New | 232,463 | $12.7M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.2% | 223,472 | $12.2M |
| Illinois Municipal Retirement Fund | 0.17% | Add +12.9% | 215,332 | $11.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.05% | Add +377.8% | 212,345 | $11.6M |
| Foundry Partners, LLC | 0.58% | Reduce -13.1% | 210,380 | $11.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -7.1% | 203,135 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +38.6% | 201,509 | $11.0M |
| Lighthouse Investment Partners, LLC | 0.40% | Reduce -5.0% | 190,000 | $10.4M |
| Franklin Resources Inc. | 0.00% | Add +12.0% | 185,053 | $10.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.7% | 179,979 | $9.8M |
| Allianz Asset Management GmbH | 0.01% | Add +9.0% | 171,196 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Add +37.6% | 170,335 | $9.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -47.0% | 162,368 | $8.8M |
| Carnegie Investment Counsel | 0.25% | Reduce -7.3% | 161,188 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -15.2% | 158,730 | $8.6M |
| Sonora Investment Management Group, LLC | 0.67% | Add +0.3% | 158,512 | $8.6M |
| Pacer Advisors, Inc. | 0.02% | Reduce -16.6% | 156,876 | $8.5M |
| Achmea Investment Management B.V. | 0.14% | Reduce -19.1% | 156,662 | $8.5M |
| Ensign Peak Advisors, Inc | 0.02% | Add +16.9% | 156,091 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.5% | 152,209 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.3% | 149,254 | $8.1M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +1.4% | 149,009 | $8.1M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.6% | 148,605 | $8.1M |
| MML Investors Services, LLC | 0.03% | Add +16.6% | 148,515 | $8.1M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 143,926 | $7.8M |
| Natixis | 0.05% | New | 141,553 | $7.7M |
| Aew Capital Management L P | 0.37% | No change | 139,640 | $7.6M |
| Allworth Financial LP | 0.04% | Add +0.5% | 136,470 | $7.5M |
| Aviva PLC | 0.02% | Reduce -47.5% | 133,848 | $7.3M |
| Cullen/Frost Bankers, Inc. | 0.10% | Reduce -5.1% | 131,551 | $7.2M |
| MetLife Investment Management, LLC | 0.04% | Add +8.4% | 129,754 | $7.1M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -12.4% | 129,491 | $7.1M |
| Andra AP-fonden | 0.11% | Add +53.5% | 126,914 | $6.9M |
| Rock Point Advisors, LLC | 2.00% | Add +2.7% | 125,922 | $6.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +33.7% | 124,715 | $6.8M |
| Aberdeen Group plc | 0.01% | Add +21.0% | 124,229 | $6.8M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -1.3% | 124,401 | $6.8M |
| Crawford Investment Counsel Inc. | 0.12% | Reduce -1.3% | 122,531 | $6.7M |
| DAVENPORT & Co LLC | 0.04% | Add +33.4% | 120,490 | $6.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +11.4% | 119,836 | $6.5M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +1.5% | 119,562 | $6.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +37.9% | 118,819 | $6.5M |
| QRG Capital Management, Inc. | 0.07% | Add +0.1% | 117,345 | $6.4M |
| Macquarie Group Ltd. | 0.01% | Add +4.5% | 116,945 | $6.4M |
| Verdence Capital Advisors LLC | 0.51% | Reduce -0.1% | 116,904 | $6.4M |
| APG Asset Management N.V. | 0.02% | New | 119,800 | $6.3M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -2.3% | 115,605 | $6.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -1.6% | 115,456 | $6.3M |
| Royal London Asset Management Ltd. | 0.02% | Add +0.9% | 114,899 | $6.3M |
| KLP Kapitalforvaltning As | 0.03% | — | 113,300 | $6.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -7.2% | 113,538 | $6.2M |
| Jane Street Group, LLC | 0.01% | Reduce -8.7% | 113,203 | $6.2M |
| Seneca House Advisors | 2.40% | Reduce -2.1% | 110,719 | $6.0M |
| Danske Bank A/S | 0.02% | Add +3.2% | 105,334 | $5.7M |
| Amalgamated Bank | 0.05% | Add +0.3% | 104,538 | $5.7M |
| First Trust Advisors LP | 0.01% | Reduce -57.9% | 103,216 | $5.6M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +55.3% | 102,073 | $5.6M |
| Dupree Financial Group, LLC | 2.67% | Add +1.9% | 100,828 | $5.5M |
| Tudor Investment Corporation | 0.06% | Reduce -50.6% | 99,378 | $5.4M |
| Van Eck Associates Corp. | 0.01% | Add +0.4% | 99,091 | $5.4M |
| Marshall Wace, LLP | 0.01% | Reduce -49.5% | 96,981 | $5.3M |
| Sheets Smith Wealth Management | 0.64% | Add +22.3% | 95,648 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.1% | 93,775 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -47.9% | 92,470 | $5.0M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -0.3% | 92,072 | $5.0M |
| Forsta Ap-Fonden | 0.04% | Add +2.5% | 91,300 | $5.0M |
| IFM Investors Pty Ltd | 0.05% | Reduce -3.2% | 90,880 | $5.0M |
| Yousif Capital Management, LLC | 0.05% | Reduce -4.0% | 86,032 | $4.7M |
| Employees Retirement System of Texas | 0.05% | Reduce -28.9% | 86,000 | $4.7M |
| Focus Partners Wealth | 0.01% | Reduce -11.9% | 84,238 | $4.6M |
| Te Ahumairangi Investment Management Ltd | 0.96% | Add +4.7% | 84,027 | $4.6M |
| Pinebridge Investments, L.P. | 0.03% | Add +65.7% | 83,625 | $4.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +33.0% | 83,494 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -9.9% | 82,692 | $4.5M |
| STRS Ohio | 0.02% | New | 81,659 | $4.4M |
| Meritage Portfolio Management | 0.27% | Reduce -6.8% | 79,323 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +1727.6% | 78,349 | $4.3M |
| Wealthfront Advisers LLC | 0.01% | Add +4.3% | 76,202 | $4.2M |
| Advocate Group LLC | 0.77% | Reduce -0.2% | 75,456 | $4.1M |
| Cibc World Markets Corp. | 0.02% | Add +4.2% | 73,544 | $4.0M |
| Exchange Traded Concepts, LLC | 0.08% | Reduce -11.0% | 73,425 | $4.0M |
| Prairiewood Capital, LLC | 1.64% | Add +5.6% | 70,612 | $3.8M |
| Cibc World Market Inc. | 0.01% | New | 70,285 | $3.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Reduce -8.5% | 69,934 | $3.8M |
| Vestcor Inc | 0.13% | Add +120.4% | 69,640 | $3.8M |
| Cohen Capital Management, Inc. | 0.63% | Add +23.5% | 69,239 | $3.8M |
| KBC Group NV | 0.01% | Reduce -54.3% | 68,412 | $3.7M |
| Mariner, LLC | 0.01% | Reduce -11.8% | 68,398 | $3.7M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -4.7% | 68,120 | $3.7M |
| Creative Planning | 0.00% | Add +4.7% | 67,733 | $3.7M |
| Gateway Investment Advisers LLC | 0.04% | Reduce -18.9% | 66,247 | $3.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.1% | 65,818 | $3.6M |
| NewSquare Capital LLC | 0.29% | Reduce -0.1% | 65,729 | $3.6M |
| Korea Investment CORP | 0.01% | Add +1.9% | 65,523 | $3.6M |
| Intech Investment Management LLC | 0.03% | Add +626.5% | 65,419 | $3.6M |
| American Century Companies Inc. | 0.00% | Add +3.2% | 65,385 | $3.6M |
| UniSuper Management Pty Ltd | 0.03% | Reduce -5.4% | 65,100 | $3.5M |
| Storebrand Asset Management As | 0.01% | Reduce -27.2% | 63,866 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.8% | 63,624 | $3.5M |
| Arizona State Retirement System | 0.02% | Add +1.4% | 63,542 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -35.1% | 63,334 | $3.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -4.6% | 62,200 | $3.4M |
| New Age Alpha Advisors, LLC | 0.14% | New | 61,646 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | No change | 60,700 | $3.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +4.3% | 60,607 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.6% | 60,066 | $3.3M |
| Twin Tree Management, LP | 0.08% | New | 59,955 | $3.3M |
| Adams Asset Advisors, LLC | 0.43% | Add +38.4% | 59,666 | $3.3M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.9% | 58,450 | $3.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -14.9% | 56,575 | $3.1M |
| TT Capital Management LLC | 2.48% | — | 56,324 | $3.1M |
| Creegan & Nassoura Financial Group, LLC | 2.09% | Reduce -3.0% | 57,085 | $3.1M |
| Ontario Teachers Pension Plan Board | 0.04% | Add +188.2% | 56,396 | $3.1M |
| Sei Investments Co. | 0.00% | Add +17.1% | 56,085 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.2% | 55,127 | $3.0M |
| Graham Capital Wealth Management, LLC | 2.50% | Add +4.2% | 53,058 | $2.9M |
| Alpha Omega Wealth Management LLC | 0.55% | Add +241.3% | 52,952 | $2.9M |
| Nomura Holdings Inc. | 0.02% | New | 52,806 | $2.9M |
| Generali Asset Management SPA SGR | 0.07% | — | 52,635 | $2.9M |
| AXA S.A. | 0.01% | Add +4.2% | 52,522 | $2.9M |
| Pensionfund Sabic | 0.75% | Add +18.1% | 52,304 | $2.8M |
| State of Michigan Retirement System | 0.01% | Reduce -0.4% | 51,800 | $2.8M |
| Pensionfund PDN | 1.74% | Reduce -12.0% | 51,300 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Add +234.6% | 51,003 | $2.8M |
| Romano Brothers and Company | 0.35% | Reduce -0.3% | 50,845 | $2.8M |
| AQR Capital Management | 0.00% | Add +130.2% | 50,909 | $2.8M |
| Quantinno Capital Management LP | 0.03% | Add +120.2% | 50,382 | $2.7M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 50,329 | $2.7M |
| New Insight Wealth Advisors | 1.36% | Reduce -6.5% | 50,018 | $2.7M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +5.0% | 49,997 | $2.7M |
| HighPoint Advisor Group LLC | 0.15% | Add +0.1% | 48,070 | $2.7M |
| Cozad Asset Management Inc. | 0.25% | Reduce -15.4% | 49,013 | $2.7M |
| Capital Square, LLC | 1.52% | Reduce -5.3% | 48,289 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | New | 48,944 | $2.7M |
| Coldstream Capital Management Inc. | 0.06% | Add +3.5% | 48,758 | $2.7M |
| Brown, Lisle/Cummings, Inc. | 0.79% | Add +3.3% | 48,641 | $2.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.06% | Add +0.2% | 48,638 | $2.6M |
| Freedom Financial Partners LLC | 1.26% | — | 48,029 | $2.6M |
| Two Sigma Investments, LP | 0.01% | Add +30.5% | 47,797 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +82.8% | 47,056 | $2.6M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -4.0% | 46,530 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -20.9% | 45,901 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +25.4% | 44,618 | $2.5M |
| Agf Management Ltd. | 0.01% | Reduce -12.8% | 45,204 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.8% | 44,584 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 44,381 | $2.4M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -2.4% | 43,834 | $2.4M |
| Verition Fund Management LLC | 0.01% | New | 43,642 | $2.4M |
| Holocene Advisors, LP | 0.01% | Reduce -45.3% | 43,462 | $2.4M |
| New Mexico Educational Retirement Board | 0.08% | No change | 43,400 | $2.4M |
| Mubadala Investment Co PJSC | 0.01% | New | 43,389 | $2.4M |
| DNB Asset Management AS | 0.01% | Add +4.5% | 42,493 | $2.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +14.8% | 41,900 | $2.3M |
| Rodgers Brothers Inc. | 0.30% | New | 41,750 | $2.3M |
| TD Asset Management Inc | 0.00% | Add +23.0% | 41,621 | $2.3M |
| Ostrum Asset Management | 0.18% | Add +12.8% | 38,864 | $2.1M |
| Acadian Asset Management LLC | 0.01% | New | 38,692 | $2.1M |
| Wolverine Trading, LLC | 0.05% | Add +72.4% | 38,133 | $2.1M |
| Xponance LLC | 0.02% | Add +8.9% | 37,709 | $2.1M |
| XML Financial, LLC | 0.18% | Add +4.7% | 36,463 | $2.0M |
| Inceptionr LLC | 0.44% | New | 36,449 | $2.0M |
| Bank of Montreal | 0.00% | Add +8.3% | 35,927 | $2.0M |
| Wellington Shields Capital Management, LLC | 0.35% | Reduce -23.8% | 35,910 | $2.0M |
| Utah Retirement Systems | 0.02% | No change | 35,876 | $2.0M |
| Signet Financial Management, LLC | 0.25% | New | 35,644 | $1.9M |
| Horizon Kinetics Asset Management LLC | 0.02% | Add +4.3% | 35,150 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +10.6% | 35,139 | $1.9M |
| Weaver Consulting Group | 0.58% | Reduce -0.2% | 34,777 | $1.9M |
| Tredje AP-fonden | 0.02% | No change | 33,977 | $1.9M |
| Pathway Financial Advisers, LLC | 0.62% | Reduce -1.4% | 33,860 | $1.8M |
| Investmark Advisory Group LLC | 0.88% | Reduce -4.2% | 32,965 | $1.8M |
| US Bancorp \de | 0.00% | Add +8.3% | 32,764 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.80% | — | 27,522 | $1.8M |
| Presima Securities ULC | 0.43% | Reduce -3.0% | 32,300 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -6.4% | 32,148 | $1.8M |
| SG Americas Securities, LLC | 0.01% | Reduce -79.5% | 32,007 | $1.7M |
| Swedbank AB | 0.00% | No change | 31,959 | $1.7M |
| FIL Ltd | 0.00% | Add +2361.4% | 31,727 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 31,307 | $1.7M |
| Arkadios Wealth Advisors | 0.09% | Add +60.7% | 30,391 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.23% | Reduce -12.0% | 30,083 | $1.7M |
| Gradient Capital Advisors, LLC | 0.52% | Reduce -5.2% | 29,812 | $1.6M |
| Griffin Asset Management, Inc. | 0.19% | Reduce -2.6% | 29,769 | $1.6M |
| Toronto Dominion Bank | 0.00% | Add +6.8% | 29,414 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.12% | Add +17.5% | 29,394 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -5.3% | 28,382 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -0.3% | 28,368 | $1.5M |
| Metis Global Partners, LLC | 0.05% | Add +7.4% | 28,059 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -21.1% | 27,955 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Add +130.2% | 27,585 | $1.5M |
| Excalibur Management Corp. | 0.60% | Reduce -14.5% | 27,548 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Add +11.3% | 27,494 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +7.1% | 26,674 | $1.5M |
| Royal Fund Management, LLC | 0.16% | Add +17.2% | 27,180 | $1.5M |
| Stoneridge Investment Partners LLC | 0.53% | No change | 27,163 | $1.5M |
| Richard P Slaughter Associates Inc | 0.33% | Reduce -5.7% | 26,849 | $1.5M |
| Hilltop Partners LLC | 0.49% | Reduce -0.2% | 26,610 | $1.4M |
| Fiduciary Alliance LLC | 0.14% | New | 26,034 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +2.6% | 26,025 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -13.0% | 25,898 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.4% | 25,237 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.1% | 25,228 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +289.5% | 25,008 | $1.4M |
| Vident Advisory, LLC | 0.02% | Reduce -28.1% | 24,645 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +2.4% | 24,247 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +4.8% | 24,037 | $1.3M |
| Inspire Investing, LLC | 0.15% | Reduce -3.2% | 23,935 | $1.3M |
| 1832 Asset Management L.P. | 0.00% | Add +0.8% | 23,881 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Add +37.7% | 23,254 | $1.3M |
| TFG Advisers LLC | 0.44% | Reduce -2.2% | 22,641 | $1.2M |
| Colonial Trust Advisors | 0.11% | Reduce -18.1% | 22,253 | $1.2M |
| Jeppson Wealth Management, LLC | 0.44% | Reduce -0.1% | 22,056 | $1.2M |
| Associated Banc-Corp | 0.04% | Reduce -10.9% | 22,007 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -6.6% | 21,638 | $1.2M |
| Walleye Capital LLC | 0.01% | Add +15.5% | 21,619 | $1.2M |
| AlphaQuest LLC | 0.16% | Reduce -80.3% | 21,467 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Reduce -22.6% | 21,340 | $1.2M |
| Penserra Capital Management LLC | 0.02% | Reduce -5.0% | 21,284 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -83.8% | 21,124 | $1.2M |
| Belpointe Asset Management LLC | 0.07% | Reduce -9.8% | 18,943 | $1.1M |
| Bahl & Gaynor LLC | 0.01% | Reduce -16.7% | 20,709 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -3.7% | 20,336 | $1.1M |
| Erste Asset Management GmbH | 0.01% | No change | 20,200 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +3.6% | 20,144 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.0% | 19,779 | $1.1M |
| Ossiam | 0.02% | Add +28.9% | 19,354 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -1.0% | 19,342 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -28.5% | 18,893 | $1.0M |
| &partners | 0.01% | Add +76.8% | 19,047 | $1.0M |
| Mackenzie Financial Corp. | 0.00% | Add +63.0% | 19,024 | $1.0M |
| Sabal Trust CO | 0.06% | New | 18,922 | $1.0M |
| Meixler Investment Management, Ltd. | 0.75% | New | 18,485 | $1.0M |
| Mediolanum International Funds Ltd | 0.01% | Add +4.3% | 18,478 | $1.0M |
| Demars Financial Group, LLC | 0.44% | Add +85.4% | 18,324 | $998K |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +32.0% | 18,317 | $998K |
| Horan Capital Advisors, LLC. | 0.33% | Reduce -17.8% | 18,254 | $994K |
| Martingale Asset Management L P | 0.02% | New | 17,884 | $974K |
| Cwm, LLC | 0.00% | Add +0.7% | 17,742 | $967K |
| Summit Financial, LLC | 0.03% | Reduce -2.9% | 17,457 | $966K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -19.8% | 17,681 | $963K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -3.7% | 17,428 | $945K |
| Harbor Investment Advisory, LLC | 0.09% | Add +0.1% | 17,174 | $936K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.1% | 17,127 | $933K |
| HBK Sorce Advisory LLC | 0.03% | Add +0.6% | 16,978 | $925K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -2.7% | 16,675 | $908K |
| Carnegie Lake Advisors LLC | 0.36% | Add +3.3% | 16,565 | $902K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.8% | 16,544 | $901K |
| Nordea Investment Management AB | 0.00% | Add +10.8% | 16,335 | $888K |
| Squarepoint Ops LLC | 0.00% | Reduce -78.1% | 16,172 | $881K |
| Naviter Wealth, LLC | 0.11% | Reduce -29.1% | 15,834 | $877K |
| Wealthstar Advisors, LLC | 0.37% | — | 15,840 | $863K |
| Ameritas Advisory Services, LLC | 0.03% | Add +4.8% | 15,826 | $862K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -23.7% | 15,738 | $857K |
| DoubleLine ETF Adviser LP | 0.23% | Add +0.5% | 15,714 | $856K |
| HB Wealth Management, LLC | 0.01% | Add +21.8% | 15,266 | $832K |
| Consolidated Portfolio Review Corp | 0.13% | New | 15,152 | $825K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -0.0% | 15,079 | $821K |
| Vista Investment Management | 0.31% | Add +1.1% | 15,044 | $820K |
| Swiss Life Asset Management Ltd | 0.01% | Add +169.8% | 14,954 | $813K |
| Gsa Capital Partners LLP | 0.06% | Add +78.8% | 14,921 | $813K |
| LRI Investments, LLC | 0.08% | Reduce -23.6% | 14,911 | $812K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.7% | 14,793 | $806K |
| Texas Yale Capital Corp. | 0.03% | Add +0.0% | 14,611 | $796K |
| United Services Automobile Association | 0.03% | No change | 14,483 | $789K |
| Principal Securities, Inc. | 0.02% | Reduce -6.2% | 14,184 | $773K |
| Bank of Nova Scotia | 0.00% | Reduce -10.6% | 14,085 | $767K |
| RB Capital Management, LLC | 0.19% | Reduce -11.0% | 14,063 | $766K |
| MAI Capital Management | 0.01% | Add +60.2% | 14,000 | $763K |
| GAMCO Investors | 0.01% | Reduce -39.8% | 13,600 | $741K |
| Townsquare Capital LLC | 0.01% | Add +20.9% | 13,422 | $731K |
| Atria Investments, Inc | 0.01% | Reduce -3.4% | 13,412 | $731K |
| Prudential PLC | 0.00% | Add +13.5% | 13,398 | $730K |
| Stephens Inc. | 0.01% | Add +3.0% | 13,392 | $730K |
| Founders Financial Alliance, LLC | 0.20% | Reduce -14.6% | 13,327 | $726K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -6.5% | 13,026 | $723K |
| Howe & Rusling Inc. | 0.06% | Add +11.2% | 13,218 | $720K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.2% | 12,866 | $701K |
| Sterling Capital Management LLC | 0.01% | Add +52.9% | 12,843 | $700K |
| EP Wealth Advisors, LLC | 0.01% | Add +47.8% | 12,637 | $688K |
| Oppenheimer & Co. Inc. | 0.01% | Add +22.4% | 12,550 | $684K |
| PFG Investments, LLC | 0.04% | Add +53.9% | 12,412 | $676K |
| Client 1ST Advisory Group, LLC | 0.26% | Reduce -3.1% | 12,330 | $672K |
| Samalin Investment Counsel, LLC | 0.29% | Reduce -6.7% | 12,297 | $670K |
| C2C Wealth Management, LLC | 0.62% | Add +4.3% | 12,263 | $668K |
| Liberty One Investment Management, LLC | 0.07% | Add +9.1% | 12,243 | $667K |
| WCG Wealth Advisors LLC | 0.04% | Reduce -27.6% | 12,168 | $663K |
| Savant Capital, LLC | 0.01% | Reduce -42.5% | 12,126 | $661K |
| Liberty Square Wealth Partners LLC | 0.24% | — | 11,099 | $651K |
| Wealthspire Advisors, LLC | 0.01% | Add +2.9% | 11,917 | $649K |
| Cooper Financial Group | 0.08% | Add +2.4% | 11,905 | $649K |
| Adams Wealth Management | 0.12% | Add +33.5% | 11,675 | $635K |
| CacheTech Inc. | 0.12% | Add +33.5% | 11,675 | $635K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +10.3% | 11,658 | $635K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -6.5% | 11,568 | $630K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.6% | 11,531 | $628K |
| Aurora Private Wealth, Inc. | 0.47% | Reduce -1.6% | 11,454 | $624K |
| Arax Advisory Partners | 0.04% | Reduce -23.6% | 11,278 | $614K |
| Legacy Capital Wealth Partners, LLC | 0.15% | Add +23.7% | 11,264 | $614K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.1% | 11,226 | $612K |
| Diligent Investors, LLC | 0.14% | Add +0.7% | 11,063 | $603K |
| Obermeyer Wealth Partners | 0.03% | Add +1.5% | 11,048 | $602K |
| Stevens Capital Management LP | 0.24% | New | 11,036 | $601K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 10,955 | $597K |
| Dudley Capital Management, LLC | 0.30% | Add +46.0% | 10,800 | $588K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.0% | 10,701 | $583K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -25.4% | 10,645 | $580K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 10,000 | $570K |
| Global Retirement Partners, LLC | 0.02% | Reduce -4.5% | 10,404 | $567K |
| First National Bank of Mount Dora, Trust Investment Services | 0.13% | No change | 10,400 | $567K |
| Virtu Financial LLC | 0.03% | New | 10,375 | $565K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -3.2% | 10,360 | $564K |
| Independent Advisor Alliance | 0.01% | Add +15.4% | 10,337 | $563K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 10,279 | $560K |
| ProShare Advisors LLC | 0.00% | Reduce -46.3% | 10,239 | $558K |
| Accel Wealth Management | 0.21% | Add +1.4% | 10,190 | $555K |
| WealthPlan Investment Management, LLC | 0.05% | Add +13.3% | 9,911 | $540K |
| Assetmark, Inc. | 0.00% | Reduce -1.5% | 9,860 | $537K |
| Waverly Advisors, LLC | 0.01% | Reduce -13.7% | 9,846 | $536K |
| Diversified Trust Co. | 0.01% | New | 9,799 | $534K |
| CarsonAllaria Wealth Management, Ltd. | 0.31% | Add +0.9% | 9,787 | $533K |
| Norinchukin Bank, The | 0.01% | Reduce -2.3% | 9,761 | $532K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +116.1% | 9,661 | $526K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -12.7% | 9,650 | $526K |
| First National Trust Co | 0.02% | No change | 9,628 | $525K |
| E. Ohman J:or Asset Management AB | 0.01% | Reduce -11.9% | 9,600 | $523K |
| Lazard Asset Management LLC | 0.00% | Reduce -21.7% | 9,473 | $515K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -28.7% | 9,292 | $506K |
| Independent Financial Group, LLC | 0.02% | Add +2.9% | 9,267 | $505K |
| Armstrong, Fleming & Moore, Inc | 0.31% | Reduce -82.5% | 9,254 | $504K |
| Cambria Investment Management, L.P. | 0.03% | Add +35.4% | 9,226 | $503K |
| Curi Capital, LLC | 0.01% | Reduce -29.6% | 9,218 | $502K |
| Spirit of America Management Corp. | 0.10% | Reduce -9.8% | 9,200 | $501K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +20.4% | 9,130 | $497K |
| Old Port Advisors | 0.14% | Reduce -4.3% | 8,940 | $487K |
| CIBC Asset Management Inc | 0.00% | Add +13.8% | 8,814 | $480K |
| Colonial Trust Co / SC | 0.07% | Reduce -25.8% | 8,787 | $479K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +3.1% | 8,698 | $474K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -2.9% | 8,647 | $471K |
| Axis Wealth Partners, LLC | 0.39% | — | 8,597 | $468K |
| Commerce Bank | 0.00% | Reduce -9.5% | 8,462 | $461K |
| Two Sigma Advisers, LP | 0.00% | New | 8,400 | $458K |
| Archer Investment Corp | 0.12% | No change | 8,348 | $455K |
| Impact Partnership Wealth, LLC | 0.09% | Add +3.6% | 8,299 | $452K |
| Shelton Capital Management | 0.01% | Reduce -4.5% | 8,260 | $450K |
| NewEdge Advisors, LLC | 0.00% | Add +6.3% | 8,196 | $447K |
| Hudson Portfolio Management LLC | 0.44% | Reduce -16.1% | 8,167 | $445K |
| Ethic Inc. | 0.01% | Reduce -38.6% | 8,108 | $442K |
| Intrua Financial, LLC | 0.07% | Add +25.5% | 8,057 | $439K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.7% | 7,995 | $436K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -4.8% | 7,963 | $434K |
| Wellington Shields & Co., LLC | 0.13% | Reduce -1.0% | 7,880 | $429K |
| Campbell Wealth Management | 0.04% | Add +29.4% | 7,856 | $428K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.0% | 7,852 | $428K |
| Philadelphia Trust Co. | 0.03% | No change | 7,790 | $424K |
| Mission Creek Capital Partners, Inc. | 0.09% | Reduce -9.5% | 7,718 | $420K |
| Peddock Capital Advisors, LLC | 0.10% | Reduce -12.2% | 7,711 | $420K |
| IHT Wealth Management, LLC | 0.01% | Reduce -19.0% | 7,637 | $416K |
| Austin Private Wealth, LLC | 0.04% | Add +8.0% | 7,608 | $414K |
| Transcendent Capital Group LLC | 0.21% | Add +726.2% | 4,850 | $413K |
| Gutierrez Wealth Advisory, LLC | 0.34% | — | 7,528 | $410K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Reduce -22.3% | 7,467 | $407K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +1.9% | 7,404 | $403K |
| MKT Advisors LLC | 0.17% | Reduce -16.2% | 7,144 | $399K |
| FLC Capital Advisors | 0.09% | Reduce -12.6% | 7,223 | $394K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -4.3% | 7,179 | $391K |
| Machina Capital S.A.S. | 0.16% | New | 7,159 | $390K |
| Ballentine Partners, LLC | 0.01% | Add +8.5% | 7,131 | $388K |
| Everstar Asset Management, LLC | 0.27% | Add +8.9% | 7,096 | $387K |
| Modern Wealth Management, LLC | 0.01% | Reduce -14.6% | 7,074 | $385K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -4.7% | 7,038 | $383K |
| Sigma Planning Corp | 0.01% | Reduce -13.8% | 7,033 | $383K |
| AXS Investments LLC | 0.11% | Reduce -44.0% | 7,000 | $381K |
| Credit Agricole S A | 0.00% | Add +42.7% | 6,851 | $373K |
| KOM Wealth Management Group, LLC | 0.28% | Reduce -9.1% | 6,839 | $373K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.0% | 6,832 | $372K |
| Evergreen Capital Management LLC | 0.01% | Reduce -19.4% | 6,713 | $371K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +21.1% | 6,812 | $371K |
| Allstate Corp. | 0.01% | New | 6,725 | $366K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.1% | 6,692 | $365K |
| Herold Advisors, Inc. | 0.08% | Reduce -3.4% | 6,643 | $362K |
| Rockport Wealth LLC | 0.16% | No change | 6,271 | $361K |
| World Investment Advisors | 0.01% | New | 6,625 | $361K |
| International Assets Investment Management, LLC | 0.03% | Add +0.9% | 6,595 | $358K |
| EntryPoint Capital, LLC | 0.15% | New | 6,488 | $353K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.4% | 6,455 | $352K |
| Park Avenue Securities LLC | 0.00% | Add +9.5% | 6,443 | $351K |
| Avion Wealth | 0.09% | No change | 6,413 | $349K |
| RFG Advisory, LLC | 0.01% | Add +91.7% | 6,373 | $347K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +5.4% | 6,165 | $341K |
| Cornercap Investment Counsel Inc. | 0.11% | Reduce -3.8% | 6,227 | $339K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -3.4% | 6,219 | $339K |
| One Wealth Map LLC | 0.21% | No change | 5,494 | $339K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -2.0% | 6,187 | $337K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -23.4% | 6,153 | $335K |
| Investment Management Corp of Ontario | 0.01% | Reduce -15.2% | 6,129 | $334K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 6,084 | $333K |
| Retirement Planning Co of New England, Inc. | 0.16% | Add +34.0% | 6,105 | $333K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -29.7% | 6,070 | $331K |
| Jacobi Capital Management LLC | 0.02% | Add +2.5% | 6,042 | $329K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.2% | 5,997 | $327K |
| MADDEN SECURITIES Corp | 0.13% | Reduce -4.6% | 5,990 | $326K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.0% | 5,962 | $325K |
| Compound Planning, Inc. | 0.02% | Reduce -24.8% | 5,963 | $325K |
| Sawyer & Company, Inc | 0.12% | Reduce -11.6% | 5,920 | $323K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 5,910 | $322K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -52.0% | 5,884 | $321K |
| Western Wealth Management, LLC | 0.02% | Add +1.3% | 5,879 | $320K |
| True North Advisors, LLC | 0.08% | No change | 5,859 | $319K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -23.0% | 5,838 | $318K |
| NewEdge Wealth, LLC | 0.01% | Reduce -15.1% | 5,808 | $316K |
| Allen Capital Group, LLC | 0.04% | Reduce -0.4% | 5,752 | $313K |
| Inspire Advisors, LLC | 0.04% | Reduce -22.7% | 5,708 | $311K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -17.7% | 5,642 | $307K |
| Gilbert & Cook, Inc. | 0.04% | Add +2.2% | 5,642 | $307K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.1% | 5,593 | $305K |
| Crestline Management, L.P. | 0.01% | Reduce -35.3% | 5,576 | $304K |
| Shell Asset Management Co. | 0.01% | No change | 5,501 | $300K |
| Choreo, LLC | 0.00% | Reduce -35.8% | 5,494 | $300K |
| DF Dent & Co. Inc. | 0.00% | Add +3.5% | 5,464 | $298K |
| Ignite Planners, LLC | 0.07% | Reduce -5.4% | 5,421 | $297K |
| Prospera Financial Services Inc | 0.01% | Reduce -11.7% | 5,400 | $294K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.2% | 5,397 | $294K |
| Flagship Private Wealth, LLC | 0.14% | No change | 5,383 | $293K |
| Basepoint Wealth LLC | 0.23% | Reduce -2.0% | 5,382 | $293K |
| Equitable Holdings, Inc. | 0.00% | Add +10.8% | 5,347 | $291K |
| Private Advisory Group LLC | 0.03% | No change | 5,319 | $290K |
| Carret Asset Management, LLC | 0.03% | No change | 5,282 | $288K |
| Hilltop Holdings Inc. | 0.02% | Add +13.0% | 5,276 | $287K |
| Applied Finance Capital Management, LLC | 0.01% | No change | 5,269 | $287K |
| Claris Financial LLC | 0.19% | — | 5,258 | $286K |
| Praxis Investment Management Inc. | 0.02% | New | 5,250 | $286K |
| Seeds Investor LLC | 0.08% | Add +9.4% | 5,248 | $286K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.0% | 5,247 | $286K |
| Jackson Wealth Management, LLC | 0.03% | Reduce -2.8% | 5,233 | $285K |
| Applied Capital LLC | 0.22% | Add +24.7% | 5,228 | $285K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -10.3% | 5,201 | $283K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -1.3% | 5,185 | $283K |
| Mgo One Seven LLC | 0.01% | Add +17.1% | 5,156 | $281K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -13.2% | 5,144 | $280K |
| Sunbelt Securities, Inc. | 0.02% | Add +71.0% | 5,079 | $277K |
| Maia Wealth LLC | 0.06% | Add +651.9% | 4,887 | $277K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | — | 5,067 | $276K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 5,049 | $274K |
| Profund Advisors LLC | 0.01% | Reduce -9.8% | 5,004 | $273K |
| Boston Financial Mangement LLC | 0.01% | Reduce -21.5% | 5,000 | $272K |
| Widmann Financial Services, Inc. | 0.21% | No change | 5,000 | $272K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -0.9% | 4,999 | $272K |
| Benjamin Edwards Inc. | 0.00% | Add +0.3% | 4,993 | $272K |
| Family Legacy, Inc. | 0.09% | Reduce -23.1% | 4,959 | $272K |
| Summit Wealth Group, LLC | 0.08% | Reduce -2.1% | 4,939 | $269K |
| PEAK6 LLC | 0.01% | — | 4,923 | $268K |
| Apollon Financial, LLC | 0.07% | Reduce -16.4% | 4,910 | $267K |
| Round Rock Advisors LLC | 0.05% | No change | 4,849 | $264K |
| SageView Advisory Group, LLC | 0.01% | Reduce -1.8% | 4,847 | $264K |
| D. E. Shaw & Co. | 0.00% | Reduce -37.5% | 4,846 | $264K |
| Kovack Advisors, Inc. | 0.03% | Reduce -18.2% | 4,844 | $264K |
| KPP Advisory Services LLC | 0.06% | Add +24.9% | 4,804 | $262K |
| Burney Co./ | 0.01% | Reduce -32.3% | 4,801 | $262K |
| Tiaa Trust, National Association | 0.00% | New | 4,791 | $261K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 4,159 | $259K |
| Columbia Asset Management | 0.05% | No change | 4,725 | $257K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 4,707 | $256K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -14.1% | 4,703 | $256K |
| New Wave Wealth Advisors LLC | 0.10% | Add +42.5% | 4,681 | $255K |
| Mystic Asset Management, Inc. | 0.07% | New | 4,611 | $251K |
| AE Wealth Management LLC | 0.00% | Reduce -41.6% | 4,590 | $250K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,573 | $249K |
| CI Investments Inc. | 0.00% | Add +8.3% | 4,578 | $249K |
| Tritonpoint Wealth, LLC | 0.02% | Add +7.2% | 4,453 | $247K |
| Sovereign Financial Group, Inc. | 0.06% | Add +1.5% | 4,512 | $246K |
| Dividend Assets Capital, LLC | 0.05% | No change | 4,500 | $245K |
| Regions Financial Corp. | 0.00% | Reduce -0.4% | 4,500 | $245K |
| AIA Group Ltd | 0.01% | Reduce -5.9% | 4,492 | $245K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -15.7% | 4,482 | $244K |
| Empower Advisory Group, LLC | 0.00% | Reduce -26.1% | 4,404 | $240K |
| iA Global Asset Management Inc. | 0.00% | New | 4,370 | $238K |
| Wambolt & Associates, LLC | 0.08% | Reduce -2.8% | 4,362 | $238K |
| BlueStem Wealth Partners, LLC | 0.03% | — | 4,344 | $237K |
| Strathmore Capital Advisors, Inc. | 0.17% | — | 4,327 | $236K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.3% | 4,309 | $235K |
| Wealth Management Strategies, Inc. | 0.18% | — | 4,305 | $235K |
| Silver Oak Securities, Incorporated | 0.02% | New | 4,271 | $233K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.3% | 4,247 | $231K |
| Signaturefd, LLC | 0.00% | Reduce -29.7% | 4,242 | $231K |
| Accurate Wealth Management, LLC | 0.04% | Add +2.4% | 4,276 | $230K |
| Alaska Permanent Fund Corp | 0.00% | No change | 4,219 | $230K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4,213 | $230K |
| Sound Income Strategies, LLC | 0.01% | Reduce -13.7% | 4,200 | $229K |
| Creative Financial Designs Inc. | 0.02% | Add +77.3% | 4,192 | $228K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.3% | 4,179 | $228K |
| Versor Investments LP | 0.04% | No change | 4,177 | $228K |
| Ieq Capital, LLC | 0.00% | New | 4,173 | $227K |
| D.B. Root & Company, LLC | 0.07% | Add +2.5% | 4,166 | $227K |
| Larson Financial Group LLC | 0.01% | Add +1.4% | 4,155 | $226K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -30.0% | 3,929 | $223K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -95.6% | 4,099 | $223K |
| Peachtree Investment Partners, LLC | 0.08% | Add +0.9% | 4,098 | $223K |
| Keudell/Morrison Wealth Management | 0.06% | New | 4,092 | $223K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +4.2% | 3,991 | $220K |
| Fisher Asset Management | 0.00% | Reduce -8.9% | 4,038 | $220K |
| Cadence Bank | 0.01% | No change | 4,000 | $218K |
| Fifth Third Bancorp | 0.00% | Reduce -46.0% | 3,989 | $217K |
| GF Fund Management Co. LTD. | 0.00% | — | 3,977 | $217K |
| Monterey Private Wealth, Inc. | 0.07% | No change | 3,953 | $215K |
| Parsons Capital Management Inc. | 0.01% | No change | 3,950 | $215K |
| PharVision Advisers, LLC | 0.18% | — | 3,911 | $213K |
| Procyon Advisors, LLC | 0.01% | Reduce -10.5% | 3,908 | $213K |
| Optimum Investment Advisors | 0.09% | No change | 3,907 | $213K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -1.4% | 3,862 | $210K |
| Insight Wealth Partners, LLC | 0.13% | Add +0.9% | 3,856 | $210K |
| Empowered Funds, LLC | 0.00% | Add +7.7% | 3,778 | $206K |
| GeoWealth Management, LLC | 0.01% | Reduce -5.0% | 3,764 | $205K |
| Keynote Financial Services LLC | 0.16% | Reduce -0.5% | 3,742 | $204K |
| Tompkins Financial Corp. | 0.02% | No change | 3,720 | $203K |
| Battery Global Advisors, LLC | 0.11% | No change | 3,655 | $202K |
| Modera Wealth Management, LLC | 0.00% | Add +3.4% | 3,700 | $202K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,617 | $201K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 3,659 | $199K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,570 | $194K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -2.7% | 3,528 | $192K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.5% | 3,501 | $191K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +28.6% | 3,223 | $175K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -19.2% | 3,176 | $173K |
| Jones Financial Companies LLLP | 0.00% | Add +59.0% | 3,099 | $169K |
| Oarsman Capital, Inc. | 0.03% | Add +36.7% | 3,075 | $168K |
| CIBC Private Wealth Group LLC | 0.00% | Add +32.0% | 3,035 | $166K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.2% | 3,015 | $164K |
| HM Payson & Co. | 0.00% | No change | 2,990 | $163K |
| Brown Brothers Harriman & Co. | 0.00% | Add +146.3% | 2,971 | $162K |
| Motco | 0.02% | No change | 2,952 | $161K |
| Quadrant Capital Group LLC | 0.01% | Reduce -13.1% | 2,898 | $158K |
| LGT Financial Advisors LLC | 0.34% | Add +0.8% | 2,819 | $154K |
| Trust Co. of Vermont | 0.01% | No change | 2,791 | $152K |
| Private Trust Co. NA | 0.02% | Reduce -21.2% | 2,716 | $148K |
| Farther Finance Advisors, LLC | 0.01% | Add +71.4% | 2,605 | $142K |
| AllSquare Wealth Management LLC | 0.08% | No change | 2,540 | $138K |
| Sandy Spring Bank | 0.01% | No change | 2,470 | $135K |
| WASHINGTON TRUST Co | 0.00% | Reduce -0.7% | 2,445 | $133K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 2,100 | $131K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.6% | 2,364 | $129K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -6.3% | 2,332 | $127K |
| Parallax Volatility Advisers, L.P. | 0.00% | Add +0.1% | 2,076 | $113K |
| Spire Wealth Management | 0.00% | No change | 2,055 | $112K |
| Westend Capital Management, LLC | 0.03% | No change | 2,000 | $109K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -11.4% | 1,948 | $106K |
| UMB Bank, n.a. | 0.00% | Add +33.8% | 1,930 | $105K |
| Ameriflex Group, Inc. | 0.05% | — | 1,879 | $105K |
| GAMMA Investing LLC | 0.01% | Reduce -22.7% | 1,889 | $103K |
| Rise Advisors, LLC | 0.05% | Add +0.6% | 1,885 | $103K |
| Concord Wealth Partners | 0.02% | Reduce -17.4% | 1,789 | $97K |
| Transce3nd, LLC | 0.03% | — | 1,686 | $92K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 1,624 | $88K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,622 | $88K |
| Fairscale Capital, LLC | 0.07% | No change | 1,600 | $87K |
| Group One Trading LLC | 0.00% | Reduce -46.4% | 1,564 | $85K |
| ORG Partners LLC | 0.01% | Add +8.9% | 1,555 | $85K |
| Asset Planning,Inc | 0.06% | — | 1,540 | $84K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.1% | 1,520 | $83K |
| Pillar Financial Advisors, LLC | 0.06% | — | 1,489 | $81K |
| Bruce G. Allen Investments, LLC | 0.07% | Add +24.9% | 1,471 | $80K |
| IFP Advisors, Inc | 0.00% | Add +7.0% | 1,454 | $79K |
| Lindbrook Capital, LLC | 0.01% | Add +49.3% | 1,388 | $76K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,379 | $75K |
| Financial Gravity Companies, Inc. | 0.02% | No change | 1,359 | $74K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,351 | $74K |
| North Star Investment Management Corp. | 0.01% | Reduce -45.0% | 1,348 | $73K |
| CoreCap Advisors, LLC | 0.00% | Add +3.3% | 1,333 | $73K |
| Truvestments Capital LLC | 0.02% | Reduce -47.4% | 1,311 | $71K |
| Logan Capital Management Inc. | 0.00% | No change | 1,300 | $71K |
| FSA Wealth Management LLC | 0.03% | No change | 1,298 | $71K |
| Advisors Asset Management, Inc. | 0.00% | Add +91.6% | 1,284 | $70K |
| Winch Advisory Services, LLC | 0.02% | New | 1,268 | $69K |
| SouthState Bank Corp | 0.00% | No change | 1,244 | $68K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +67.1% | 1,170 | $64K |
| Addison Advisors LLC | 0.02% | No change | 1,136 | $62K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,135 | $62K |
| Whittier Trust Co. | 0.00% | No change | 1,100 | $60K |
| Avior Wealth Management, LLC | 0.00% | Reduce -24.3% | 1,079 | $59K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -28.9% | 1,067 | $58K |
| Roxbury Financial LLC | 0.06% | — | 1,014 | $58K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,000 | $55K |
| St Germain D J Co. Inc. | 0.00% | No change | 992 | $54K |
| Key Financial Inc | 0.01% | Add +2.3% | 991 | $54K |
| National Bank of Canada | 0.00% | Reduce -98.2% | 990 | $54K |
| Huntington National Bank | 0.00% | Add +9.9% | 990 | $54K |
| Smartleaf Asset Management LLC | 0.01% | Add +12.9% | 964 | $53K |
| Eastern Bank | 0.00% | No change | 965 | $53K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 961 | $52K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 950 | $52K |
| Quarry LP | 0.01% | New | 924 | $50K |
| Wolff Wiese Magana LLC | 0.03% | Add +0.3% | 921 | $50K |
| MCF Advisors LLC | 0.00% | No change | 891 | $49K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -82.4% | 893 | $49K |
| Hoey Investments, Inc. | 0.01% | New | 887 | $48K |
| Plato Investment Management Ltd | 0.00% | New | 877 | $48K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $48K |
| Bare Financial Services, Inc | 0.02% | No change | 865 | $47K |
| Bangor Savings Bank | 0.00% | No change | 850 | $46K |
| Blue Trust, Inc. | 0.00% | Reduce -45.5% | 849 | $46K |
| Fourth Dimension Wealth, LLC | 0.02% | — | 800 | $44K |
| Ridgewood Investments LLC | 0.02% | No change | 750 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +15.1% | 749 | $41K |
| Ancora Advisors LLC | 0.00% | Reduce -30.2% | 743 | $40K |
| Bessemer Group Inc. | 0.00% | Add +118.6% | 741 | $40K |
| PSI Advisors, LLC | 0.01% | No change | 709 | $39K |
| Tortoise Investment Management, LLC | 0.00% | No change | 697 | $38K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -42.3% | 696 | $38K |
| Wingate Wealth Advisors, Inc. | 0.04% | — | 673 | $37K |
| Millstone Evans Group, LLC | 0.03% | — | 672 | $37K |
| Quent Capital, LLC | 0.00% | Reduce -9.4% | 664 | $36K |
| Fortitude Family Office, LLC | 0.01% | Reduce -4.3% | 651 | $35K |
| McIlrath & Eck, LLC | 0.00% | No change | 614 | $33K |
| Paladin Advisory Group, LLC | 0.02% | No change | 598 | $33K |
| HBW Advisory Services LLC | 0.00% | Reduce -85.9% | 589 | $32K |
| Strengthening Families & Communities, LLC | 0.02% | Reduce -4.2% | 591 | $32K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 583 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 570 | $32K |
| Hilltop National Bank | 0.01% | Reduce -18.3% | 572 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 545 | $30K |
| MV Capital Management, Inc. | 0.00% | Reduce -30.3% | 531 | $29K |
| Brooklyn Investment Group | 0.01% | Add +38.4% | 530 | $29K |
| City State Bank | 0.01% | No change | 518 | $28K |
| Belvedere Trading LLC | 0.00% | Reduce -77.3% | 513 | $28K |
| Summit Securities Group LLC | 0.01% | Reduce -91.8% | 500 | $27K |
| Riverview Trust Co | 0.02% | No change | 493 | $27K |
| Versant Capital Management, Inc | 0.01% | No change | 493 | $27K |
| National Pension Service | 0.00% | New | 465 | $25K |
| Richardson Financial Services Inc. | 0.02% | Reduce -50.0% | 463 | $25K |
| Hexagon Capital Partners LLC | 0.00% | No change | 422 | $23K |
| First United Bank & Trust | 0.01% | No change | 415 | $23K |
| Covestor Ltd | 0.01% | Add +1.4% | 421 | $22K |
| Heritage Wealth Advisors | 0.00% | No change | 402 | $22K |
| ESL Trust Services, LLC | 0.00% | No change | 400 | $22K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 396 | $22K |
| Venturi Wealth Management, LLC | 0.00% | Add +63.0% | 388 | $21K |
| Nemes Rush Group LLC | 0.00% | Add +13.6% | 376 | $20K |
| True Wealth Design, LLC | 0.01% | New | 353 | $19K |
| Thompson Investment Management, Inc. | 0.00% | No change | 349 | $19K |
| Creekmur Asset Management LLC | 0.00% | Reduce -0.3% | 347 | $19K |
| Robbins Farley | 0.01% | No change | 345 | $19K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 293 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 285 | $16K |
| REAP Financial Group, LLC | 0.00% | Add +73.2% | 284 | $15K |
| Johnson Financial Group, Inc. | 0.00% | No change | 270 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.1% | 247 | $13K |
| TCTC Holdings, LLC | 0.00% | New | 240 | $13K |
| TD Private Client Wealth LLC | 0.00% | No change | 237 | $13K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 230 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $12K |
| GoalVest Advisory LLC | 0.00% | Reduce -61.1% | 222 | $12K |
| NCP Inc. | 0.01% | Add +1.4% | 212 | $12K |
| Nova Wealth Management, Inc. | 0.01% | — | 210 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +258.6% | 208 | $11K |
| Smithfield Trust Co | 0.00% | No change | 200 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | Add +1.1% | 192 | $10K |
| Davis Capital Management | 0.01% | No change | 191 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +8.2% | 158 | $9K |
| Hoese & Co LLP | 0.01% | New | 160 | $9K |
| Byrne Asset Management LLC | 0.01% | No change | 160 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 150 | $8K |
| Crews Bank & Trust | 0.00% | — | 150 | $8K |
| Caldwell Trust Co | 0.00% | No change | 150 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -37.9% | 146 | $8K |
| Meeder Asset Management Inc. | 0.00% | Add +2.2% | 139 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | — | 140 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 134 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 132 | $7K |
| Sierra Ocean, LLC | 0.01% | — | 131 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -31.2% | 130 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.0% | 129 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 129 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 125 | $7K |
| First Community Trust NA | 0.00% | No change | 120 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 116 | $6K |
| Cohen & Steers, Inc. | 0.00% | Reduce -36.5% | 113 | $6K |
| Park Square Financial Group, LLC | 0.00% | — | 110 | $6K |
| Clearstead Advisors, LLC | 0.00% | Add +9.0% | 109 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | New | 108 | $6K |
| Capital A Wealth Management, LLC | 0.01% | — | 100 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 100 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $5K |
| Parkworth Wealth Management, Inc. | 0.00% | — | 100 | $5K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 95 | $5K |
| WR Wealth Planners, LLC | 0.00% | Add +6.8% | 94 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 91 | $5K |
| Birchbrook, Inc. | 0.00% | No change | 80 | $4K |
| Dogwood Wealth Management LLC | 0.00% | Add +0.0% | 70 | $4K |
| Bokf, NA | 0.00% | Reduce -4.2% | 68 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $4K |
| Mather Group, Llc. | 0.00% | Add +59.5% | 59 | $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 |
| Synergy Investment Management, LLC | 0.00% | — | 48 | $3K |
| High Note Wealth, LLC | 0.00% | New | 38 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -42.6% | 31 | $2K |
| Studio Investment Management LLC | 0.00% | New | 35 | $2K |
| Sachetta, LLC | 0.00% | Add +183.3% | 34 | $2K |
| Red Tortoise LLC | 0.00% | No change | 32 | $2K |
| Caitlin John, LLC | 0.00% | No change | 28 | $2K |
| FLP Wealth Management, LLC | 0.00% | — | 25 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +400.0% | 20 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 19 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 16 | $873 |
| Dunhill Financial, LLC | 0.00% | No change | 14 | $787 |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $763 |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $609 |
| Rothschild Investment LLC | 0.00% | New | 10 | $545 |
| Lanark Financial, Inc. | 0.04% | — | 8 | $436 |
| Old Second National Bank of Aurora | 0.00% | New | 7 | $381 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $327 |
| Crewe Advisors LLC | 0.00% | New | 5 | $273 |
| New Millennium Group LLC | 0.00% | New | 5 | $272 |
| Winnacle Wealth LLC | 0.00% | — | 4 | $183 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $109 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $109 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 1 | $54 |
| 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.