WP CareyWPC
13F holders, Q1 2025 (March 31)823holders +41
103new positions
62sold out
8famous investors
$63.15avg. 13F price*
At the end of Q1 2025, 823 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 41 from Q4 2024. 103 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.7B) and State Street Corp. ($796.7M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $203.5M |
| Exits | 62 | $53.3M |
All 13F filers, Q4 2024 → Q1 2025: 13,674,389 shares bought and 8,021,851 shares sold, net +5,652,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 823 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.2% | 30,746,852 | $1.9B |
| BlackRock, Inc. | 0.04% | Reduce -0.6% | 27,360,987 | $1.7B |
| State Street Corp. | 0.03% | Add +3.0% | 12,455,317 | $796.7M |
| JPMorgan Chase & Co. | 0.02% | Add +274.7% | 5,112,190 | $322.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -4.0% | 4,518,868 | $284.6M |
| Massachusetts Financial Services Co. | 0.09% | Add +4.9% | 4,218,419 | $266.2M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.1% | 3,173,965 | $200.3M |
| Northern Trust Corp. | 0.03% | Add +2.1% | 2,696,844 | $170.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.8% | 2,662,310 | $168.0M |
| Legal & General Group Plc | 0.04% | Add +3.5% | 2,430,753 | $153.4M |
| Norges Bank | 0.02% | Reduce -7.1% | 2,376,226 | $150.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +3.1% | 2,257,017 | $142.4M |
| Bank of New York Mellon Corp | 0.03% | Add +0.5% | 2,248,019 | $141.9M |
| Morgan Stanley | 0.01% | Reduce -3.1% | 2,024,900 | $127.8M |
| Equity Investment Corp. | 2.75% | Add +4.2% | 1,949,395 | $123.0M |
| Pacer Advisors, Inc. | 0.29% | Add +1016.8% | 1,751,921 | $110.6M |
| UBS Group AG | 0.02% | Reduce -16.2% | 1,603,479 | $101.2M |
| Bank of America Corp. | 0.01% | Add +41.3% | 1,137,559 | $71.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.3% | 1,082,219 | $68.3M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.6% | 1,060,172 | $66.9M |
| California Public Employees Retirement System | 0.04% | Reduce -3.0% | 995,500 | $62.8M |
| Robeco Institutional Asset Management B.V. | 0.11% | Add +74.5% | 872,496 | $55.1M |
| Advisors Capital Management, LLC | 0.81% | Add +46.3% | 823,328 | $52.0M |
| APG Asset Management US Inc. | 0.37% | No change | 760,019 | $47.9M |
| Invesco Ltd. | 0.01% | Reduce -1.1% | 741,561 | $46.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.8% | 724,836 | $45.8M |
| Victory Capital Management Inc. | 0.05% | Add +4.2% | 691,083 | $43.6M |
| Caisse de depot et placement du Quebec | 0.09% | Add +20.1% | 686,142 | $43.3M |
| LPL Financial LLC | 0.02% | Reduce -2.7% | 680,868 | $43.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.2% | 668,987 | $42.2M |
| Rhumbline Advisers | 0.04% | Add +0.3% | 663,748 | $41.9M |
| Swiss National Bank | 0.03% | Reduce -0.2% | 617,251 | $39.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 606,427 | $38.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 585,621 | $37.0M |
| Zacks Investment Management | 0.33% | Add +9.2% | 562,397 | $35.5M |
| Principal Financial Group Inc. | 0.02% | Add +0.3% | 503,334 | $31.8M |
| FMR LLC | 0.00% | Add +32.1% | 486,674 | $30.7M |
| Nuveen, LLC | 0.01% | — | 478,434 | $30.2M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +4.6% | 475,475 | $30.0M |
| Private Management Group Inc. | 1.07% | New | 474,144 | $29.9M |
| Asset Management One Co., Ltd. | 0.10% | Add +1.4% | 439,346 | $27.7M |
| Alliancebernstein L.P. | 0.01% | Add +0.5% | 423,687 | $26.7M |
| HSBC Holdings PLC | 0.02% | Add +48.9% | 404,702 | $25.5M |
| Public Employees Retirement System of Ohio | 0.09% | Reduce -2.5% | 379,386 | $23.9M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 374,707 | $23.6M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +3.6% | 368,293 | $23.2M |
| Brown Advisory Inc. | 0.03% | Reduce -5.0% | 367,107 | $23.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.8% | 331,548 | $20.9M |
| Lighthouse Investment Partners, LLC | 0.94% | Add +71.6% | 326,100 | $20.6M |
| ExodusPoint Capital Management, LP | 0.27% | New | 319,647 | $20.2M |
| Berkshire Asset Management LLC | 0.96% | Add +1.7% | 328,204 | $19.9M |
| California State Teachers Retirement System | 0.02% | Add +0.8% | 315,885 | $19.9M |
| Balyasny Asset Management L.P. | 0.05% | New | 312,688 | $19.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.4% | 308,729 | $19.5M |
| Allianz Asset Management GmbH | 0.03% | Add +71.9% | 294,249 | $18.6M |
| Jain Global LLC | 0.38% | New | 292,185 | $18.4M |
| Deutsche Bank AG | 0.01% | Add +2.0% | 291,308 | $18.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.09% | Add +35.6% | 287,845 | $18.2M |
| Cetera Investment Advisers | 0.04% | Add +12.8% | 286,043 | $18.1M |
| KLP Kapitalforvaltning As | 0.09% | Add +140.5% | 272,500 | $17.4M |
| Waterfront Capital Partners, LLC | 2.93% | New | 270,772 | $17.1M |
| Amundi | 0.01% | Add +1.8% | 276,671 | $17.0M |
| Retirement Systems of Alabama | 0.07% | Add +0.1% | 266,366 | $16.8M |
| Schroder Investment Management Group | 0.02% | Reduce -5.5% | 266,958 | $16.5M |
| Two Sigma Investments, LP | 0.04% | Add +433.1% | 254,818 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 252,264 | $15.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.12% | — | 248,990 | $15.7M |
| TruWealth Advisors, LLC | 0.95% | Add +2.5% | 248,281 | $15.7M |
| Franklin Resources Inc. | 0.00% | Add +34.1% | 248,142 | $15.7M |
| Corebridge Financial, Inc. | 0.09% | Reduce -2.4% | 241,712 | $15.3M |
| Candriam S.C.A. | 0.09% | New | 236,875 | $14.9M |
| Barclays PLC | 0.01% | Reduce -39.4% | 235,129 | $14.8M |
| Foundry Partners, LLC | 0.78% | Add +11.4% | 234,344 | $14.8M |
| New York State Teachers Retirement System | 0.03% | Add +0.2% | 223,833 | $14.1M |
| Citigroup Inc. | 0.01% | Reduce -16.3% | 216,522 | $13.7M |
| Illinois Municipal Retirement Fund | 0.20% | No change | 215,332 | $13.6M |
| Millennium Management | 0.01% | Reduce -60.4% | 213,194 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.0% | 207,509 | $13.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -24.1% | 207,345 | $13.1M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 203,135 | $12.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.4% | 179,329 | $11.3M |
| Two Sigma Advisers, LP | 0.03% | Add +2027.4% | 178,700 | $11.3M |
| Sonora Investment Management Group, LLC | 0.90% | Add +12.3% | 178,005 | $11.2M |
| State of Wisconsin Investment Board | 0.03% | Add +2.6% | 174,724 | $11.0M |
| Achmea Investment Management B.V. | 0.16% | Add +10.6% | 173,202 | $10.9M |
| AXA S.A. | 0.04% | Add +225.5% | 170,941 | $10.8M |
| Treasurer of the State of North Carolina | 0.04% | Add +13.7% | 169,009 | $10.7M |
| Truist Financial Corp. | 0.02% | Add +6.3% | 168,757 | $10.7M |
| AQR Capital Management | 0.01% | Add +225.3% | 165,632 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +8.7% | 161,431 | $10.2M |
| Korea Investment CORP | 0.02% | Add +146.4% | 161,423 | $10.2M |
| DAVENPORT & Co LLC | 0.06% | Add +30.6% | 157,359 | $9.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +35.3% | 156,194 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.8% | 153,497 | $9.7M |
| Aviva PLC | 0.02% | Add +12.6% | 150,740 | $9.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +20.9% | 150,468 | $9.5M |
| Eisler Capital Management Ltd. | 0.28% | New | 149,123 | $9.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.7% | 148,226 | $9.4M |
| Carnegie Investment Counsel | 0.22% | Add +1.1% | 162,913 | $9.3M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -1.8% | 146,276 | $9.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | New | 143,319 | $9.0M |
| First Trust Advisors LP | 0.01% | Add +36.6% | 141,033 | $8.9M |
| Aew Capital Management L P | 0.43% | No change | 139,640 | $8.8M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -0.9% | 142,649 | $8.8M |
| Employees Retirement System of Texas | 0.09% | Add +58.1% | 136,000 | $8.6M |
| Martingale Asset Management L P | 0.22% | Add +651.9% | 134,463 | $8.5M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +0.6% | 132,333 | $8.4M |
| QRG Capital Management, Inc. | 0.09% | Add +12.5% | 132,034 | $8.3M |
| State of Alaska, Department of Revenue | 0.09% | Add +1.6% | 131,500 | $8.3M |
| Macquarie Group Ltd. | 0.01% | Add +10.9% | 129,696 | $8.2M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +8.2% | 129,356 | $8.1M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.6% | 127,738 | $8.1M |
| Allworth Financial LP | 0.05% | Reduce -3.5% | 131,703 | $8.0M |
| Aberdeen Group plc | 0.02% | Add +1.4% | 125,957 | $7.9M |
| Andra AP-fonden | 0.13% | Reduce -1.0% | 125,600 | $7.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +0.3% | 125,138 | $7.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +3.4% | 122,800 | $7.7M |
| Crawford Investment Counsel Inc. | 0.14% | Reduce -1.0% | 121,269 | $7.7M |
| STRS Ohio | 0.03% | Add +46.7% | 119,808 | $7.6M |
| Verdence Capital Advisors LLC | 0.56% | Add +0.0% | 116,907 | $7.4M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Add +136.1% | 115,535 | $7.3M |
| New York State Common Retirement Fund | 0.01% | Add +1.1% | 114,838 | $7.2M |
| Rock Point Advisors, LLC | 2.23% | Reduce -9.1% | 114,525 | $7.2M |
| Seneca House Advisors | 3.06% | Add +2.8% | 113,813 | $7.2M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -1.5% | 113,202 | $7.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -5.6% | 113,100 | $7.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +1557.4% | 112,901 | $7.1M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -2.6% | 112,637 | $7.1M |
| APG Asset Management N.V. | 0.02% | Reduce -0.3% | 119,400 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +31.9% | 110,157 | $7.0M |
| Edgestream Partners, L.P. | 0.22% | New | 104,769 | $6.6M |
| Danske Bank A/S | 0.02% | Reduce -0.8% | 104,534 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +2.0% | 104,160 | $6.6M |
| Van Eck Associates Corp. | 0.01% | Add +4.0% | 103,086 | $6.5M |
| Ontario Teachers Pension Plan Board | 0.10% | Add +82.3% | 102,798 | $6.5M |
| Dupree Financial Group, LLC | 2.77% | Add +1.0% | 101,823 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.1% | 100,470 | $6.3M |
| Amalgamated Bank | 0.05% | Reduce -4.1% | 100,262 | $6.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -36.0% | 99,841 | $6.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.1% | 98,905 | $6.2M |
| Wealthfront Advisers LLC | 0.02% | Add +29.8% | 98,894 | $6.2M |
| Sheets Smith Wealth Management | 0.75% | Add +0.1% | 95,715 | $6.0M |
| Daiwa Securities Group Inc. | 0.03% | Add +3.8% | 95,540 | $6.0M |
| Quantinno Capital Management LP | 0.04% | Add +83.3% | 92,343 | $5.8M |
| Wellington Management Group LLP | 0.00% | Reduce -71.2% | 92,092 | $5.8M |
| Verition Fund Management LLC | 0.03% | Add +97.8% | 86,300 | $5.4M |
| State of Tennessee, Department of Treasury | 0.02% | Add +34.7% | 85,334 | $5.4M |
| Yousif Capital Management, LLC | 0.06% | Reduce -1.8% | 84,502 | $5.3M |
| IFM Investors Pty Ltd | 0.06% | Reduce -7.2% | 84,365 | $5.3M |
| Creative Planning | 0.01% | Add +23.6% | 83,689 | $5.3M |
| Sei Investments Co. | 0.01% | Add +46.6% | 82,216 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.1% | 78,387 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -5.3% | 78,319 | $4.9M |
| Advocate Group LLC | 0.89% | Add +2.8% | 77,529 | $4.9M |
| Prairiewood Capital, LLC | 1.99% | Add +9.7% | 77,457 | $4.9M |
| Meritage Portfolio Management | 0.32% | Reduce -2.8% | 77,144 | $4.9M |
| New Age Alpha Advisors, LLC | 0.22% | Add +23.9% | 76,348 | $4.8M |
| Te Ahumairangi Investment Management Ltd | 1.00% | Reduce -11.2% | 74,627 | $4.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 74,000 | $4.7M |
| Jump Financial, LLC | 0.07% | New | 72,966 | $4.6M |
| American Century Companies Inc. | 0.00% | Add +10.2% | 72,070 | $4.5M |
| Cibc World Markets Corp. | 0.04% | Reduce -3.3% | 71,094 | $4.5M |
| Avantax Advisory Services, Inc. | 0.03% | Add +10.5% | 70,297 | $4.4M |
| Cibc World Market Inc. | 0.01% | No change | 70,285 | $4.4M |
| Cohen Capital Management, Inc. | 0.76% | Add +1.3% | 70,140 | $4.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +14.6% | 69,439 | $4.4M |
| Citadel Advisors | 0.00% | Reduce -94.6% | 68,574 | $4.3M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 68,120 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -3.5% | 66,013 | $4.2M |
| UniSuper Management Pty Ltd | 0.03% | Add +0.5% | 65,400 | $4.1M |
| NewSquare Capital LLC | 0.34% | Reduce -0.5% | 65,388 | $4.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -6.9% | 65,134 | $4.1M |
| Focus Partners Wealth | 0.01% | Reduce -23.6% | 64,376 | $4.1M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -3.2% | 63,738 | $4.0M |
| Arizona State Retirement System | 0.03% | Reduce -0.4% | 63,288 | $4.0M |
| Forsta Ap-Fonden | 0.03% | Reduce -31.5% | 62,500 | $3.9M |
| Handelsbanken Fonder AB | 0.02% | No change | 62,200 | $3.9M |
| Louisiana State Employees Retirement System | 0.08% | Add +1.0% | 61,300 | $3.9M |
| Adams Asset Advisors, LLC | 0.53% | Add +0.9% | 60,203 | $3.8M |
| Exchange Traded Concepts, LLC | 0.07% | Reduce -18.4% | 59,941 | $3.8M |
| Storebrand Asset Management As | 0.01% | Reduce -6.7% | 59,621 | $3.8M |
| Greenland Capital Management LP | 0.66% | New | 59,024 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.3% | 59,884 | $3.7M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.1% | 58,510 | $3.7M |
| Creegan & Nassoura Financial Group, LLC | 2.40% | No change | 57,085 | $3.6M |
| Renaissance Technologies | 0.01% | New | 54,500 | $3.4M |
| TT Capital Management LLC | 2.89% | Reduce -3.3% | 54,474 | $3.4M |
| Alpha Omega Wealth Management LLC | 0.64% | Reduce -0.2% | 52,833 | $3.3M |
| State of Michigan Retirement System | 0.02% | Add +1.2% | 52,400 | $3.3M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +3.5% | 51,764 | $3.3M |
| Oak Thistle LLC | 0.65% | New | 51,452 | $3.2M |
| Coldstream Capital Management Inc. | 0.07% | Add +4.2% | 50,782 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.3% | 50,337 | $3.2M |
| Corient Private Wealth LP | 0.01% | Add +9.5% | 50,250 | $3.2M |
| Romano Brothers and Company | 0.41% | Reduce -1.7% | 49,960 | $3.2M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -13.4% | 48,979 | $3.1M |
| KBC Group NV | 0.01% | Reduce -27.9% | 49,362 | $3.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.0% | 48,659 | $3.1M |
| Brown, Lisle/Cummings, Inc. | 0.88% | Reduce -1.3% | 47,994 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +7.9% | 47,885 | $3.0M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -7.7% | 46,473 | $2.9M |
| Capital Square, LLC | 1.72% | Reduce -4.0% | 46,365 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -16.0% | 46,330 | $2.9M |
| Pensionfund PDN | 1.93% | Reduce -9.8% | 46,300 | $2.9M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -1.8% | 45,712 | $2.9M |
| Freedom Financial Partners LLC | 1.34% | Reduce -5.3% | 45,499 | $2.9M |
| Acadian Asset Management LLC | 0.01% | Add +15.9% | 44,851 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -0.3% | 44,474 | $2.8M |
| Pensionfund Sabic | 0.82% | Reduce -16.3% | 43,804 | $2.8M |
| New Mexico Educational Retirement Board | 0.10% | No change | 43,400 | $2.7M |
| HighPoint Advisor Group LLC | 0.16% | Reduce -6.9% | 44,740 | $2.7M |
| DNB Asset Management AS | 0.01% | Add +1.4% | 43,089 | $2.7M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -1.8% | 43,060 | $2.7M |
| TD Asset Management Inc | 0.00% | Add +1.9% | 42,417 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -62.5% | 42,390 | $2.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -0.1% | 41,844 | $2.6M |
| Gateway Investment Advisers LLC | 0.03% | Reduce -39.7% | 39,945 | $2.5M |
| New Insight Wealth Advisors | 1.14% | Reduce -20.5% | 39,750 | $2.5M |
| Signet Financial Management, LLC | 0.34% | Add +11.0% | 39,563 | $2.5M |
| Sfmg, LLC | 0.19% | New | 38,518 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +9.4% | 38,435 | $2.4M |
| Ostrum Asset Management | 0.13% | Reduce -1.4% | 38,316 | $2.4M |
| Campbell & CO Investment Adviser LLC | 0.18% | Add +27.8% | 37,570 | $2.4M |
| Xponance LLC | 0.02% | Reduce -0.6% | 37,498 | $2.4M |
| XML Financial, LLC | 0.22% | Add +2.5% | 37,361 | $2.4M |
| Planning Directions Inc. | 1.00% | New | 37,191 | $2.3M |
| Graham Capital Wealth Management, LLC | 2.52% | Reduce -30.3% | 37,004 | $2.3M |
| Pathway Financial Advisers, LLC | 0.80% | Add +9.0% | 36,904 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -22.4% | 36,491 | $2.3M |
| Voya Investment Management LLC | 0.00% | Add +29.8% | 36,294 | $2.3M |
| Bank of Montreal | 0.00% | Add +0.0% | 35,942 | $2.3M |
| Utah Retirement Systems | 0.03% | No change | 35,876 | $2.3M |
| Entropy Technologies, LP | 0.22% | New | 35,630 | $2.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -20.4% | 35,502 | $2.2M |
| Arkadios Wealth Advisors | 0.08% | Add +16.6% | 35,441 | $2.2M |
| Investmark Advisory Group LLC | 1.09% | Add +5.6% | 34,814 | $2.2M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -1.1% | 34,750 | $2.2M |
| Weaver Consulting Group | 0.66% | Reduce -0.5% | 34,602 | $2.2M |
| Wellington Shields Capital Management, LLC | 0.40% | Reduce -3.9% | 34,527 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +7.2% | 34,458 | $2.2M |
| Tredje AP-fonden | 0.02% | No change | 33,977 | $2.1M |
| Meixler Investment Management, Ltd. | 1.48% | Add +82.5% | 33,741 | $2.1M |
| Presima Securities ULC | 0.46% | Add +1.9% | 32,902 | $2.1M |
| Toronto Dominion Bank | 0.01% | Add +11.6% | 32,831 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +26.3% | 32,701 | $2.1M |
| Griffin Asset Management, Inc. | 0.25% | Add +7.7% | 32,058 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | New | 31,994 | $2.0M |
| Swedbank AB | 0.00% | No change | 31,959 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +18.9% | 31,723 | $2.0M |
| Metis Global Partners, LLC | 0.06% | Add +12.7% | 31,620 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +11.1% | 31,545 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -3.9% | 31,483 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 31,307 | $2.0M |
| Waldron Private Wealth LLC | 0.09% | New | 30,074 | $1.9M |
| Gradient Capital Advisors, LLC | 0.60% | Reduce -1.9% | 29,261 | $1.8M |
| Consolidated Portfolio Review Corp | 0.29% | Add +89.4% | 28,698 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.81% | Add +3.6% | 28,501 | $1.8M |
| Dark Forest Capital Management LP | 0.08% | New | 28,020 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -1.4% | 27,979 | $1.8M |
| Lecap Asset Management Ltd. | 0.41% | New | 27,871 | $1.8M |
| Excalibur Management Corp. | 0.68% | Add +0.0% | 27,551 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +41.9% | 27,437 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +4.1% | 27,090 | $1.7M |
| Hilltop Partners LLC | 0.57% | Add +0.1% | 26,631 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Reduce -4.2% | 26,352 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.23% | Reduce -12.6% | 26,300 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 26,009 | $1.6M |
| Cozad Asset Management Inc. | 0.16% | Reduce -47.6% | 25,698 | $1.6M |
| Penserra Capital Management LLC | 0.03% | Add +20.1% | 25,571 | $1.6M |
| Walleye Capital LLC | 0.02% | Add +17.7% | 25,443 | $1.6M |
| Fiduciary Alliance LLC | 0.16% | Reduce -3.1% | 25,222 | $1.6M |
| Inspire Investing, LLC | 0.18% | Add +2.3% | 24,482 | $1.5M |
| Heitman Real Estate Securities LLC | 0.10% | New | 24,119 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -3.9% | 24,034 | $1.5M |
| OP Asset Management Ltd | 0.03% | — | 23,924 | $1.5M |
| New York Life Investment Management LLC | 0.02% | New | 23,729 | $1.5M |
| Intech Investment Management LLC | 0.02% | Reduce -64.3% | 23,374 | $1.5M |
| Belpointe Asset Management LLC | 0.08% | Add +22.6% | 23,221 | $1.5M |
| PGGM Investments | 0.02% | Reduce -99.1% | 23,186 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +8.0% | 22,817 | $1.4M |
| TFG Advisers LLC | 0.51% | Reduce -1.7% | 22,262 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -8.0% | 22,121 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -5.0% | 22,080 | $1.4M |
| Associated Banc-Corp | 0.04% | No change | 22,007 | $1.4M |
| Prudential PLC | 0.01% | Add +64.1% | 21,990 | $1.4M |
| &partners | 0.01% | Add +15.7% | 22,037 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +46.2% | 21,857 | $1.4M |
| Jeppson Wealth Management, LLC | 0.50% | Reduce -1.6% | 21,713 | $1.4M |
| AlphaQuest LLC | 0.15% | Add +1.0% | 21,684 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -11.6% | 21,427 | $1.4M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -74.6% | 21,248 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +16.4% | 21,983 | $1.3M |
| Moors & Cabot, Inc. | 0.07% | Reduce -1.3% | 21,065 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Add +9.3% | 20,787 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 20,336 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +2.6% | 20,304 | $1.3M |
| Erste Asset Management GmbH | 0.02% | No change | 20,200 | $1.3M |
| Colonial Trust Advisors | 0.11% | Reduce -10.6% | 19,893 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -8.8% | 19,722 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.5% | 19,438 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.10% | Add +160.8% | 19,309 | $1.2M |
| Summit Financial, LLC | 0.03% | Add +10.5% | 19,294 | $1.2M |
| Sabal Trust CO | 0.07% | No change | 18,922 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | Reduce -20.9% | 18,887 | $1.2M |
| FIL Ltd | 0.00% | Reduce -40.5% | 18,878 | $1.2M |
| Cwm, LLC | 0.00% | Add +6.1% | 18,830 | $1.2M |
| Gsa Capital Partners LLP | 0.11% | Add +24.7% | 18,609 | $1.2M |
| Inceptionr LLC | 0.35% | Reduce -49.8% | 18,307 | $1.2M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Reduce -0.1% | 18,296 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +163.9% | 18,032 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +5.0% | 17,987 | $1.1M |
| Arete Wealth Advisors, LLC | 0.09% | Add +3.2% | 17,982 | $1.1M |
| Horan Capital Advisors, LLC. | 0.38% | Reduce -2.2% | 17,855 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +16.4% | 17,777 | $1.1M |
| Harbor Investment Advisory, LLC | 0.11% | Add +0.6% | 17,283 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -16.0% | 16,916 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +46.1% | 16,853 | $1.1M |
| Demars Financial Group, LLC | 0.45% | Reduce -8.3% | 16,809 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +24.1% | 16,653 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.0% | 16,620 | $1.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -39.5% | 16,685 | $1.0M |
| Securian Asset Management, Inc. | 0.03% | No change | 16,544 | $1.0M |
| Nordea Investment Management AB | 0.00% | Add +0.4% | 16,400 | $1.0M |
| Carnegie Lake Advisors LLC | 0.42% | Reduce -0.2% | 16,525 | $1.0M |
| Mediolanum International Funds Ltd | 0.01% | Reduce -10.4% | 16,550 | $1.0M |
| Vident Advisory, LLC | 0.02% | Reduce -33.6% | 16,356 | $1.0M |
| Ossiam | 0.01% | Reduce -17.3% | 16,005 | $1.0M |
| PFG Investments, LLC | 0.06% | Add +28.3% | 15,926 | $1.0M |
| Naviter Wealth, LLC | 0.12% | Add +1.0% | 15,993 | $1.0M |
| Bahl & Gaynor LLC | 0.01% | Reduce -25.4% | 15,449 | $975K |
| Wealthstar Advisors, LLC | 0.44% | Reduce -3.4% | 15,301 | $966K |
| Oppenheimer & Co. Inc. | 0.01% | Add +20.2% | 15,090 | $952K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -0.1% | 15,056 | $950K |
| LRI Investments, LLC | 0.09% | Add +0.1% | 14,918 | $942K |
| Kentucky Retirement Systems | 0.03% | New | 14,791 | $933K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -3.2% | 15,322 | $926K |
| Generali Asset Management SPA SGR | 0.02% | Reduce -72.3% | 14,560 | $919K |
| Stephens Inc. | 0.01% | Add +8.7% | 14,559 | $919K |
| Samalin Investment Counsel, LLC | 0.37% | Add +18.2% | 14,539 | $918K |
| Royal Fund Management, LLC | 0.11% | Reduce -46.6% | 14,510 | $917K |
| United Services Automobile Association | 0.03% | No change | 14,483 | $908K |
| Dynamic Advisor Solutions LLC | 0.03% | New | 14,088 | $889K |
| Texas Yale Capital Corp. | 0.04% | Reduce -4.1% | 14,016 | $885K |
| SG Americas Securities, LLC | 0.00% | Reduce -56.6% | 13,903 | $877K |
| Vista Investment Management | 0.34% | Reduce -8.4% | 13,786 | $870K |
| Lazard Asset Management LLC | 0.00% | Add +45.2% | 13,759 | $867K |
| Boothbay Fund Management, LLC | 0.03% | New | 13,498 | $852K |
| Howe & Rusling Inc. | 0.07% | Add +0.3% | 13,254 | $836K |
| RB Capital Management, LLC | 0.21% | Reduce -6.9% | 13,087 | $826K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.3% | 13,063 | $824K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +11.1% | 12,957 | $821K |
| GAMCO Investors | 0.01% | Reduce -5.2% | 12,899 | $814K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -22.7% | 12,885 | $813K |
| DoubleLine ETF Adviser LP | 0.27% | Reduce -19.1% | 12,719 | $803K |
| Founders Financial Alliance, LLC | 0.19% | Reduce -5.6% | 12,577 | $794K |
| Landscape Capital Management, L.L.C. | 0.07% | New | 12,550 | $792K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -15.2% | 12,547 | $792K |
| Principal Securities, Inc. | 0.02% | No change | 14,184 | $773K |
| Allstate Corp. | 0.02% | Add +81.1% | 12,178 | $769K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +10.4% | 12,100 | $764K |
| Kestra Investment Management, LLC | 0.01% | New | 12,085 | $763K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.3% | 12,067 | $762K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.2% | 12,047 | $760K |
| Liberty One Investment Management, LLC | 0.08% | Reduce -1.8% | 12,025 | $759K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +13.6% | 12,087 | $758K |
| Cooper Financial Group | 0.10% | Reduce -0.7% | 11,824 | $746K |
| Atria Investments, Inc | 0.01% | Reduce -12.4% | 11,743 | $741K |
| Cornercap Investment Counsel Inc. | 0.39% | Add +88.5% | 11,737 | $741K |
| Client 1ST Advisory Group, LLC | 0.29% | Reduce -5.2% | 11,688 | $738K |
| Invst, LLC | 0.10% | New | 11,633 | $734K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +7.5% | 11,503 | $726K |
| Aurora Private Wealth, Inc. | 0.58% | Add +0.2% | 11,477 | $724K |
| Nomura Holdings Inc. | 0.00% | Reduce -78.5% | 11,366 | $717K |
| Nebula Research & Development LLC | 0.07% | New | 11,336 | $715K |
| Legacy Capital Wealth Partners, LLC | 0.18% | Add +0.6% | 11,327 | $715K |
| GMO | 0.00% | New | 11,271 | $711K |
| C2C Wealth Management, LLC | 0.66% | Reduce -9.4% | 11,113 | $701K |
| Diligent Investors, LLC | 0.17% | Reduce -0.1% | 11,046 | $697K |
| BLB&B Advisors, LLC | 0.04% | New | 11,045 | $697K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.3% | 11,026 | $696K |
| Liberty Square Wealth Partners LLC | 0.27% | Reduce -0.8% | 11,009 | $695K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.2% | 10,980 | $693K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -35.3% | 10,979 | $693K |
| Adams Wealth Management | 0.14% | Reduce -6.2% | 10,956 | $691K |
| CacheTech Inc. | 0.13% | Reduce -6.2% | 10,956 | $691K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +85.5% | 10,916 | $689K |
| Obermeyer Wealth Partners | 0.04% | Reduce -1.5% | 10,881 | $687K |
| Gallacher Capital Management LLC | 0.33% | New | 10,802 | $682K |
| Assetmark, Inc. | 0.00% | Add +9.4% | 10,791 | $681K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.1% | 10,565 | $667K |
| D. E. Shaw & Co. | 0.00% | Add +116.0% | 10,465 | $660K |
| Arax Advisory Partners | 0.04% | Reduce -7.5% | 10,428 | $658K |
| Accel Wealth Management | 0.24% | Add +1.5% | 10,344 | $653K |
| Independent Advisor Alliance | 0.02% | Reduce -0.3% | 10,301 | $650K |
| First National Bank of Mount Dora, Trust Investment Services | 0.16% | Reduce -1.0% | 10,300 | $650K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Reduce -1.4% | 10,214 | $645K |
| Norinchukin Bank, The | 0.01% | Add +4.5% | 10,201 | $644K |
| Aster Capital Management (DIFC) Ltd | 0.12% | New | 10,000 | $642K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.5% | 10,127 | $639K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Add +34.9% | 10,071 | $636K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +63.6% | 10,069 | $636K |
| Dudley Capital Management, LLC | 0.34% | Reduce -6.9% | 10,050 | $634K |
| Waverly Advisors, LLC | 0.01% | Add +0.6% | 9,900 | $625K |
| Gutierrez Wealth Advisory, LLC | 0.50% | Add +29.5% | 9,746 | $615K |
| Old Port Advisors | 0.18% | Add +9.0% | 9,743 | $615K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.2% | 9,670 | $610K |
| WealthPLAN Partners, LLC | 0.09% | Add +4.0% | 9,661 | $610K |
| First National Trust Co | 0.02% | No change | 9,628 | $608K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 9,600 | $606K |
| Applied Capital LLC | 0.48% | Add +82.4% | 9,535 | $602K |
| Wolverine Trading, LLC | 0.02% | Reduce -74.8% | 9,597 | $602K |
| Ieq Capital, LLC | 0.00% | Add +127.8% | 9,508 | $600K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -24.8% | 9,499 | $600K |
| D.A. Davidson & Co. | 0.00% | Add +46.4% | 9,451 | $596K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -2.4% | 9,756 | $596K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -5.4% | 9,378 | $592K |
| IHT Wealth Management, LLC | 0.02% | Add +22.8% | 9,375 | $592K |
| ProShare Advisors LLC | 0.00% | Reduce -8.9% | 9,324 | $588K |
| Independent Financial Group, LLC | 0.02% | Add +0.5% | 9,316 | $588K |
| CIBC Asset Management Inc | 0.00% | Add +5.0% | 9,255 | $584K |
| MAI Capital Management | 0.00% | Reduce -34.2% | 9,209 | $581K |
| Spirit of America Management Corp. | 0.12% | No change | 9,200 | $581K |
| Modern Wealth Management, LLC | 0.02% | Add +29.6% | 9,167 | $578K |
| Commerce Bank | 0.00% | Add +6.9% | 9,049 | $571K |
| CW Advisors, LLC | 0.01% | New | 8,943 | $564K |
| AE Wealth Management LLC | 0.00% | Add +94.8% | 8,943 | $564K |
| Brookwood Investment Group LLC | 0.10% | — | 8,844 | $558K |
| Lanark Financial, Inc. | 0.05% | — | 8,696 | $548K |
| Simplex Trading, LLC | 0.02% | New | 8,586 | $541K |
| Colonial Trust Co / SC | 0.08% | Reduce -3.7% | 8,461 | $534K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.9% | 8,451 | $533K |
| SummitTX Capital, L.P. | 0.02% | — | 8,361 | $528K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -4.2% | 8,330 | $526K |
| Intrua Financial, LLC | 0.08% | Add +2.8% | 8,285 | $523K |
| Compound Planning, Inc. | 0.02% | Add +38.8% | 8,276 | $522K |
| Wellington Shields & Co., LLC | 0.16% | Add +4.4% | 8,230 | $519K |
| Hudson Portfolio Management LLC | 0.49% | No change | 8,167 | $515K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -15.8% | 8,135 | $513K |
| Shelton Capital Management | 0.01% | Reduce -3.6% | 7,964 | $503K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -14.2% | 7,836 | $495K |
| Focus Financial Network, Inc. | 0.02% | Reduce -3.2% | 7,736 | $488K |
| FLC Capital Advisors | 0.11% | Add +6.7% | 7,709 | $487K |
| Axis Wealth Partners, LLC | 0.36% | Reduce -11.1% | 7,645 | $482K |
| Austin Private Wealth, LLC | 0.04% | Add +0.2% | 7,621 | $481K |
| Bank of Nova Scotia | 0.00% | Reduce -46.0% | 7,609 | $480K |
| Teamwork Financial Advisors, LLC | 0.07% | Add +7.7% | 7,581 | $478K |
| Philadelphia Trust Co. | 0.04% | Reduce -3.7% | 7,500 | $473K |
| RFG Advisory, LLC | 0.01% | Add +16.6% | 7,430 | $469K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +1.6% | 7,292 | $460K |
| Ethic Inc. | 0.01% | Reduce -10.0% | 7,299 | $460K |
| Everstar Asset Management, LLC | 0.30% | Add +2.2% | 7,252 | $458K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.1% | 7,204 | $455K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -9.7% | 7,188 | $454K |
| Evergreen Capital Management LLC | 0.02% | Add +5.1% | 7,058 | $451K |
| Hilltop Holdings Inc. | 0.03% | Add +34.7% | 7,108 | $449K |
| CarsonAllaria Wealth Management, Ltd. | 0.26% | Reduce -27.8% | 7,069 | $446K |
| Archer Investment Corp | 0.12% | Reduce -15.3% | 7,068 | $446K |
| Quadrant Capital Group LLC | 0.02% | Add +143.4% | 7,055 | $445K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +15.2% | 7,007 | $443K |
| World Investment Advisors | 0.01% | Add +4.3% | 6,909 | $436K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.8% | 6,877 | $434K |
| KOM Wealth Management Group, LLC | 0.38% | Add +0.4% | 6,868 | $433K |
| Impact Partnership Wealth, LLC | 0.09% | Reduce -17.4% | 6,859 | $433K |
| Credit Agricole S A | 0.00% | Add +0.1% | 6,857 | $433K |
| Sigma Planning Corp | 0.01% | Reduce -3.4% | 6,796 | $429K |
| Sunbelt Securities, Inc. | 0.04% | Add +32.3% | 6,721 | $424K |
| Peddock Capital Advisors, LLC | 0.11% | Reduce -13.0% | 6,706 | $423K |
| Ballentine Partners, LLC | 0.01% | Reduce -6.5% | 6,671 | $421K |
| GWN Securities Inc. | 0.02% | New | 6,876 | $419K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +12.3% | 6,639 | $419K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -16.6% | 6,549 | $413K |
| MKT Advisors LLC | 0.19% | No change | 7,144 | $407K |
| Ignite Planners, LLC | 0.08% | Add +21.1% | 6,565 | $406K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | New | 6,300 | $398K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +20.0% | 6,298 | $397K |
| Merit Financial Group, LLC | 0.01% | New | 6,288 | $397K |
| Jacobi Capital Management LLC | 0.03% | Add +3.7% | 6,267 | $395K |
| Quarry LP | 0.10% | Add +576.1% | 6,247 | $394K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.18% | New | 6,244 | $394K |
| Mgo One Seven LLC | 0.02% | Add +21.0% | 6,238 | $394K |
| Investment Management Corp of Ontario | 0.01% | Add +1.6% | 6,229 | $393K |
| Retirement Planning Co of New England, Inc. | 0.20% | Add +1.9% | 6,223 | $393K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.4% | 6,209 | $392K |
| Rakuten Investment Management, Inc. | 0.00% | — | 6,039 | $379K |
| Laraway Financial Advisors Inc | 0.30% | New | 5,989 | $378K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.2% | 5,966 | $377K |
| Herold Advisors, Inc. | 0.08% | Reduce -11.2% | 5,898 | $372K |
| Ethos Financial Group, LLC | 0.04% | New | 5,893 | $372K |
| Choreo, LLC | 0.01% | Add +5.7% | 5,805 | $371K |
| Sawyer & Company, Inc | 0.15% | Reduce -0.6% | 5,885 | $371K |
| True North Advisors, LLC | 0.07% | No change | 5,859 | $370K |
| Bridgefront Capital, LLC | 0.11% | New | 5,845 | $369K |
| NewEdge Wealth, LLC | 0.01% | Add +0.5% | 5,839 | $368K |
| Empower Advisory Group, LLC | 0.00% | Add +32.3% | 5,827 | $368K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.4% | 5,817 | $367K |
| Seeds Investor LLC | 0.10% | Add +10.2% | 5,785 | $365K |
| Gilbert & Cook, Inc. | 0.05% | Add +2.2% | 5,768 | $364K |
| Savant Capital, LLC | 0.00% | Reduce -52.6% | 5,753 | $363K |
| Cullen Capital Management, LLC | 0.00% | New | 5,728 | $361K |
| Valeo Financial Advisors, LLC | 0.01% | Add +5.9% | 5,717 | $361K |
| FNY Investment Advisers, LLC | 0.22% | New | 5,700 | $359K |
| Allen Capital Group, LLC | 0.04% | Reduce -1.3% | 5,680 | $358K |
| Mission Creek Capital Partners, Inc. | 0.09% | Reduce -26.7% | 5,659 | $357K |
| International Assets Investment Management, LLC | 0.03% | Reduce -14.3% | 5,654 | $357K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -45.1% | 5,645 | $356K |
| Quadcap Wealth Management, LLC | 0.05% | Add +9.5% | 5,632 | $355K |
| Kovack Advisors, Inc. | 0.04% | Add +15.5% | 5,593 | $353K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.2% | 5,584 | $352K |
| Avion Wealth | 0.09% | No change | 6,413 | $349K |
| Applied Finance Capital Management, LLC | 0.03% | Add +4.2% | 5,490 | $346K |
| Capital Advisors Inc. | 0.01% | New | 5,473 | $345K |
| Basepoint Wealth LLC | 0.27% | Add +1.6% | 5,470 | $345K |
| DF Dent & Co. Inc. | 0.00% | No change | 5,464 | $345K |
| Western Wealth Management, LLC | 0.02% | Reduce -7.1% | 5,461 | $345K |
| Farther Finance Advisors, LLC | 0.01% | Add +109.8% | 5,464 | $344K |
| Inspire Advisors, LLC | 0.04% | Reduce -4.7% | 5,439 | $343K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -4.0% | 5,419 | $342K |
| Summit Trail Advisors, LLC | 0.01% | Add +45.5% | 5,261 | $338K |
| One Wealth Map LLC | 0.22% | No change | 5,494 | $337K |
| Private Advisory Group LLC | 0.04% | No change | 5,319 | $336K |
| Creative Financial Designs Inc. | 0.03% | Add +26.1% | 5,288 | $334K |
| Carret Asset Management, LLC | 0.04% | No change | 5,282 | $333K |
| Jackson Wealth Management, LLC | 0.04% | No change | 5,233 | $330K |
| Flagship Private Wealth, LLC | 0.16% | Reduce -3.7% | 5,183 | $327K |
| Jones Financial Companies LLLP | 0.00% | Add +65.3% | 5,124 | $321K |
| RFG - Bristol Wealth Advisors, LLC | 0.11% | Add +0.2% | 5,075 | $320K |
| Benjamin Edwards Inc. | 0.00% | Add +1.5% | 5,068 | $320K |
| Summit Wealth Group, LLC | 0.09% | Add +0.3% | 4,954 | $313K |
| KPP Advisory Services LLC | 0.06% | Add +3.2% | 4,956 | $313K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 4,939 | $312K |
| Family Legacy, Inc. | 0.11% | Reduce -0.6% | 4,930 | $311K |
| Apollon Financial, LLC | 0.07% | No change | 4,910 | $310K |
| Shell Asset Management Co. | 0.01% | Reduce -11.0% | 4,896 | $309K |
| Silver Oak Securities, Incorporated | 0.03% | Add +15.4% | 4,928 | $309K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 5,049 | $306K |
| Burney Co./ | 0.01% | Reduce -0.2% | 4,792 | $302K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.1% | 4,786 | $302K |
| Widmann Financial Services, Inc. | 0.23% | Reduce -4.3% | 4,783 | $302K |
| Round Rock Advisors LLC | 0.06% | Reduce -2.2% | 4,742 | $299K |
| Profund Advisors LLC | 0.01% | Reduce -5.3% | 4,737 | $299K |
| Columbia Asset Management | 0.06% | No change | 4,725 | $298K |
| NEOS Investment Management LLC | 0.01% | New | 4,721 | $298K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,707 | $297K |
| CI Investments Inc. | 0.00% | Add +1.6% | 4,651 | $294K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,573 | $289K |
| Daymark Wealth Partners, LLC | 0.01% | Add +9.0% | 4,556 | $288K |
| SageView Advisory Group, LLC | 0.01% | Reduce -6.3% | 4,543 | $287K |
| Claris Financial LLC | 0.19% | No change | 5,258 | $286K |
| Regions Financial Corp. | 0.00% | Add +0.7% | 4,530 | $286K |
| Mystic Asset Management, Inc. | 0.08% | Reduce -2.2% | 4,510 | $285K |
| Polymer Capital Management (US) LLC | 0.09% | New | 4,509 | $285K |
| Dividend Assets Capital, LLC | 0.05% | No change | 4,500 | $284K |
| Fisher Asset Management | 0.00% | Add +11.4% | 4,497 | $284K |
| AIA Group Ltd | 0.01% | No change | 4,492 | $283K |
| Praxis Investment Management Inc. | 0.02% | Reduce -14.7% | 4,480 | $283K |
| Vestcor Inc | 0.01% | Reduce -93.6% | 4,474 | $282K |
| Keudell/Morrison Wealth Management | 0.07% | Add +9.0% | 4,460 | $281K |
| Accurate Wealth Management, LLC | 0.05% | Add +11.5% | 4,766 | $276K |
| Signaturefd, LLC | 0.01% | Add +1.6% | 4,309 | $272K |
| New Wave Wealth Advisors LLC | 0.12% | Reduce -9.6% | 4,231 | $267K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,213 | $266K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -6.7% | 4,153 | $266K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -32.4% | 4,207 | $266K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -16.6% | 4,326 | $264K |
| Alaska Permanent Fund Corp | 0.00% | No change | 4,219 | $263K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -19.9% | 4,165 | $263K |
| Parallel Advisors, LLC | 0.01% | Add +37.8% | 4,154 | $262K |
| Larson Financial Group LLC | 0.01% | Reduce -0.1% | 4,153 | $262K |
| GF Fund Management Co. LTD. | 0.01% | Add +4.2% | 4,145 | $262K |
| Peachtree Investment Partners, LLC | 0.10% | Add +1.0% | 4,140 | $261K |
| Fifth Third Bancorp | 0.00% | Add +3.2% | 4,115 | $260K |
| Prospera Financial Services Inc | 0.01% | Reduce -24.2% | 4,095 | $259K |
| Sound Income Strategies, LLC | 0.02% | Reduce -2.5% | 4,093 | $258K |
| D.B. Root & Company, LLC | 0.08% | Reduce -1.9% | 4,088 | $258K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 3,951 | $253K |
| Greenleaf Trust | 0.00% | New | 4,002 | $253K |
| Cadence Bank | 0.02% | No change | 4,000 | $252K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -11.8% | 3,980 | $251K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -4.5% | 3,974 | $251K |
| Machina Capital S.A.S. | 0.07% | Reduce -44.6% | 3,966 | $250K |
| Equitable Holdings, Inc. | 0.00% | Reduce -26.0% | 3,959 | $250K |
| Monterey Private Wealth, Inc. | 0.07% | No change | 3,953 | $249K |
| GeoWealth Management, LLC | 0.01% | Add +5.0% | 3,953 | $249K |
| Kathmere Capital Management, LLC | 0.02% | Add +2.2% | 3,946 | $249K |
| Procyon Advisors, LLC | 0.01% | No change | 3,908 | $247K |
| Optimum Investment Advisors | 0.12% | No change | 3,907 | $247K |
| Virtue Capital Management, LLC | 0.03% | New | 3,906 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -13.4% | 3,880 | $245K |
| Insight Wealth Partners, LLC | 0.15% | No change | 3,856 | $243K |
| Insigneo Advisory Services, LLC | 0.03% | New | 3,853 | $243K |
| Wealth Management Strategies, Inc. | 0.16% | Reduce -11.4% | 3,816 | $241K |
| High Net Worth Advisory Group LLC | 0.07% | New | 3,770 | $238K |
| Mach-1 Financial Group, LLC | 0.07% | New | 3,765 | $238K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -24.9% | 3,752 | $237K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -56.7% | 3,747 | $236K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -20.4% | 3,743 | $236K |
| Virtu Financial LLC | 0.01% | Reduce -64.0% | 3,740 | $236K |
| Tompkins Financial Corp. | 0.02% | No change | 3,720 | $235K |
| Keynote Financial Services LLC | 0.17% | Reduce -0.9% | 3,710 | $234K |
| Battery Global Advisors, LLC | 0.13% | No change | 3,655 | $234K |
| Venture Visionary Partners LLC | 0.01% | New | 3,694 | $233K |
| MADDEN SECURITIES Corp | 0.09% | Reduce -38.4% | 3,690 | $233K |
| Caprock Group, LLC | 0.01% | New | 3,622 | $232K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 3,659 | $231K |
| Capital Planning Advisors, LLC | 0.04% | New | 3,645 | $230K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | New | 3,632 | $229K |
| Fiera Capital Corp | 0.00% | New | 3,627 | $229K |
| LexAurum Advisors, LLC | 0.04% | New | 3,602 | $227K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -17.0% | 3,526 | $223K |
| King Wealth Management Group | 0.03% | New | 3,495 | $221K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -18.9% | 3,495 | $221K |
| Capital Investment Advisors, LLC | 0.00% | New | 3,477 | $219K |
| SWP Financial LLC | 0.13% | New | 3,468 | $219K |
| Parsons Capital Management Inc. | 0.01% | Reduce -12.7% | 3,450 | $218K |
| iA Global Asset Management Inc. | 0.00% | Reduce -21.1% | 3,446 | $217K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 3,428 | $216K |
| Clearview Wealth Advisors LLC | 0.16% | New | 3,425 | $216K |
| LVW Advisors, LLC | 0.03% | New | 3,406 | $215K |
| Detalus Advisors, LLC | 0.07% | New | 3,400 | $215K |
| Meeder Advisory Services, Inc. | 0.01% | New | 3,392 | $214K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,469 | $214K |
| Diversified Trust Co. | 0.01% | Reduce -65.5% | 3,384 | $214K |
| Raleigh Capital Management Inc. | 0.10% | Reduce -4.5% | 3,370 | $213K |
| Wambolt & Associates, LLC | 0.07% | Reduce -22.9% | 3,365 | $212K |
| Focused Wealth Management, Inc | 0.03% | New | 3,334 | $210K |
| Private Trust Co. NA | 0.02% | Add +22.4% | 3,325 | $210K |
| Bourgeon Capital Management LLC | 0.05% | New | 3,300 | $208K |
| Family Wealth Partners, LLC | 0.09% | New | 3,222 | $203K |
| Money Concepts Capital Corp. | 0.02% | New | 3,218 | $203K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -3.7% | 3,058 | $193K |
| Spire Wealth Management | 0.01% | Add +48.5% | 3,052 | $193K |
| HM Payson & Co. | 0.00% | No change | 2,990 | $189K |
| UMB Bank, n.a. | 0.00% | Add +54.6% | 2,983 | $188K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,971 | $188K |
| Harbour Investments, Inc. | 0.01% | Reduce -15.4% | 2,962 | $187K |
| Motco | 0.02% | No change | 2,952 | $186K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.6% | 2,914 | $184K |
| Bfsg, LLC | 0.02% | New | 2,738 | $173K |
| Trust Co. of Vermont | 0.01% | Reduce -3.6% | 2,691 | $170K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.3% | 2,996 | $168K |
| St Germain D J Co. Inc. | 0.01% | Add +162.1% | 2,600 | $164K |
| GAMMA Investing LLC | 0.01% | Add +36.0% | 2,570 | $162K |
| IAG Wealth Partners, LLC | 0.02% | Add +7.0% | 2,495 | $157K |
| Sandy Spring Bank | 0.01% | No change | 2,470 | $156K |
| AllSquare Wealth Management LLC | 0.09% | Reduce -3.9% | 2,440 | $154K |
| Siemens Fonds Invest GmbH | 0.01% | New | 2,384 | $150K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.6% | 2,379 | $150K |
| Wayfinding Financial, LLC | 0.06% | New | 2,177 | $139K |
| Lindbrook Capital, LLC | 0.01% | Add +49.6% | 2,076 | $131K |
| Advisors Asset Management, Inc. | 0.00% | Add +61.2% | 2,070 | $131K |
| Westend Capital Management, LLC | 0.05% | No change | 2,000 | $126K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.3% | 1,942 | $123K |
| Ameriflex Group, Inc. | 0.05% | No change | 1,879 | $119K |
| Concord Wealth Partners | 0.02% | No change | 1,789 | $113K |
| Rise Advisors, LLC | 0.05% | Reduce -9.9% | 1,698 | $107K |
| Fairscale Capital, LLC | 0.09% | No change | 1,600 | $102K |
| Golden State Wealth Management, LLC | 0.02% | No change | 1,622 | $102K |
| Catalyst Capital Advisors LLC | 0.00% | New | 1,580 | $100K |
| Asset Planning,Inc | 0.08% | No change | 1,540 | $97K |
| CENTRAL TRUST Co | 0.00% | No change | 1,520 | $96K |
| IFP Advisors, Inc | 0.00% | Add +3.9% | 1,510 | $95K |
| Johnson Financial Group, Inc. | 0.00% | Add +448.9% | 1,482 | $95K |
| Pillar Financial Advisors, LLC | 0.07% | No change | 1,489 | $94K |
| ORG Partners LLC | 0.02% | Reduce -4.4% | 1,487 | $94K |
| North Star Investment Management Corp. | 0.01% | Add +7.4% | 1,448 | $91K |
| CoreCap Advisors, LLC | 0.00% | Add +8.4% | 1,445 | $91K |
| SouthState Bank Corp | 0.00% | Add +15.7% | 1,439 | $91K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -2.3% | 1,437 | $91K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 1,359 | $86K |
| Hanson & Doremus Investment Management | 0.01% | New | 1,350 | $85K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -4.5% | 1,317 | $83K |
| LGT Financial Advisors LLC | 0.25% | Reduce -53.9% | 1,300 | $82K |
| Logan Capital Management Inc. | 0.00% | No change | 1,300 | $82K |
| FSA Wealth Management LLC | 0.03% | No change | 1,298 | $82K |
| Winch Advisory Services, LLC | 0.02% | Add +1.6% | 1,288 | $81K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | No change | 1,170 | $74K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,351 | $74K |
| Addison Advisors LLC | 0.02% | No change | 1,136 | $72K |
| Missouri Trust & Investment Co | 0.03% | No change | 1,135 | $72K |
| Whittier Trust Co. | 0.00% | No change | 1,100 | $69K |
| Proathlete Wealth Management LLC | 0.03% | New | 1,097 | $69K |
| Hurley Capital, LLC | 0.05% | New | 1,051 | $66K |
| Roxbury Financial LLC | 0.06% | Add +1.7% | 1,031 | $66K |
| Kiker Wealth Management, LLC | 0.04% | New | 1,021 | $64K |
| Key Financial Inc | 0.01% | No change | 991 | $63K |
| National Bank of Canada | 0.00% | Reduce -1.2% | 978 | $62K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 957 | $61K |
| Eastern Bank | 0.00% | No change | 965 | $61K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 961 | $61K |
| Wolff Wiese Magana LLC | 0.04% | Add +0.4% | 925 | $58K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,067 | $58K |
| SVB Wealth LLC | 0.00% | New | 917 | $58K |
| Huntington National Bank | 0.00% | Reduce -7.6% | 915 | $58K |
| MCF Advisors LLC | 0.00% | No change | 891 | $57K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -6.4% | 902 | $57K |
| Atlas Capital Advisors Inc. | 0.01% | New | 895 | $56K |
| Hoey Investments, Inc. | 0.01% | No change | 887 | $56K |
| Plato Investment Management Ltd | 0.00% | No change | 877 | $56K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $56K |
| Natixis | 0.00% | Reduce -99.4% | 878 | $55K |
| Bare Financial Services, Inc | 0.02% | No change | 865 | $55K |
| Bangor Savings Bank | 0.01% | No change | 850 | $54K |
| Bessemer Group Inc. | 0.00% | Add +13.5% | 841 | $53K |
| National Pension Service | 0.00% | Add +74.6% | 812 | $51K |
| Summit Securities Group LLC | 0.04% | Add +60.0% | 800 | $50K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 800 | $50K |
| Ancora Advisors LLC | 0.00% | Add +0.4% | 746 | $47K |
| PSI Advisors, LLC | 0.01% | Reduce -0.1% | 708 | $45K |
| Tortoise Investment Management, LLC | 0.00% | No change | 697 | $44K |
| Financial Management Professionals, Inc. | 0.01% | No change | 696 | $44K |
| Blue Trust, Inc. | 0.00% | Reduce -19.7% | 682 | $43K |
| Millstone Evans Group, LLC | 0.03% | No change | 672 | $42K |
| Quent Capital, LLC | 0.00% | No change | 664 | $42K |
| Truvestments Capital LLC | 0.01% | Reduce -49.5% | 662 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.1% | 651 | $41K |
| Brooklyn Investment Group | 0.01% | Add +22.1% | 647 | $41K |
| WASHINGTON TRUST Co | 0.00% | Reduce -74.8% | 615 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 614 | $39K |
| Versant Capital Management, Inc | 0.01% | Add +22.3% | 603 | $38K |
| Pin Oak Investment Advisors Inc. | 0.03% | Reduce -71.4% | 600 | $38K |
| Ridgewood Investments LLC | 0.02% | Reduce -20.0% | 600 | $38K |
| Paladin Advisory Group, LLC | 0.03% | No change | 598 | $38K |
| Cheviot Value Management, LLC | 0.00% | New | 608 | $37K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 583 | $37K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 545 | $34K |
| Strengthening Families & Communities, LLC | 0.02% | Reduce -8.5% | 541 | $34K |
| City State Bank | 0.01% | No change | 518 | $33K |
| Riverview Trust Co | 0.03% | No change | 493 | $31K |
| TCTC Holdings, LLC | 0.00% | Add +100.8% | 482 | $30K |
| Richardson Financial Services Inc. | 0.02% | No change | 463 | $29K |
| Covestor Ltd | 0.02% | Add +0.7% | 424 | $27K |
| REAP Financial Group, LLC | 0.01% | Add +48.6% | 422 | $27K |
| Hexagon Capital Partners LLC | 0.01% | No change | 422 | $27K |
| First United Bank & Trust | 0.01% | No change | 415 | $26K |
| von Borstel & Associates, Inc. | 0.01% | New | 421 | $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 |
| Nemes Rush Group LLC | 0.00% | Add +1.3% | 381 | $24K |
| Montag A & Associates Inc. | 0.00% | Reduce -35.1% | 370 | $24K |
| True Wealth Design, LLC | 0.01% | Add +5.4% | 372 | $23K |
| Thompson Investment Management, Inc. | 0.00% | No change | 349 | $22K |
| Creekmur Asset Management LLC | 0.00% | No change | 347 | $22K |
| Robbins Farley | 0.01% | No change | 345 | $22K |
| Rossby Financial, LCC | 0.01% | New | 348 | $21K |
| Clearstead Trust, LLC | 0.00% | New | 334 | $21K |
| Caldwell Trust Co | 0.00% | Add +100.0% | 300 | $19K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 293 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 285 | $18K |
| Cornerstone Planning Group LLC | 0.00% | Add +84.8% | 292 | $18K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 280 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.6% | 256 | $16K |
| TD Private Client Wealth LLC | 0.00% | Add +5.1% | 249 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +17.8% | 245 | $15K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 230 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $14K |
| GoalVest Advisory LLC | 0.00% | No change | 222 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | New | 219 | $14K |
| NCP Inc. | 0.02% | Add +1.4% | 215 | $14K |
| Nova Wealth Management, Inc. | 0.01% | No change | 210 | $13K |
| Smithfield Trust Co | 0.00% | No change | 200 | $13K |
| Davis Capital Management | 0.01% | No change | 191 | $12K |
| Hoese & Co LLP | 0.01% | No change | 160 | $10K |
| Byrne Asset Management LLC | 0.01% | No change | 160 | $10K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 150 | $9K |
| Crews Bank & Trust | 0.00% | No change | 150 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 146 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +123.1% | 145 | $9K |
| Retirement Wealth Solutions LLC | 0.01% | Add +0.7% | 141 | $9K |
| Blume Capital Management, Inc. | 0.00% | Add +3.7% | 139 | $9K |
| Beacon Capital Management, LLC | 0.00% | Add +1.6% | 131 | $8K |
| Sierra Ocean, LLC | 0.01% | No change | 131 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 130 | $8K |
| First Community Trust NA | 0.01% | No change | 120 | $8K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 116 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -10.8% | 115 | $7K |
| Park Square Financial Group, LLC | 0.01% | No change | 110 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 108 | $7K |
| Fortitude Family Office, LLC | 0.00% | Reduce -84.2% | 103 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 100 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $6K |
| High Note Wealth, LLC | 0.00% | Add +142.1% | 92 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 91 | $6K |
| Transce3nd, LLC | 0.00% | Reduce -94.6% | 91 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 87 | $5K |
| Saudi Central Bank | 0.03% | New | 86 | $5K |
| Meeder Asset Management Inc. | 0.00% | Reduce -39.6% | 84 | $5K |
| Optiver Holding B.V. | 0.00% | New | 82 | $5K |
| Birchbrook, Inc. | 0.00% | No change | 80 | $5K |
| ASR Vermogensbeheer N.V. | 0.00% | — | 79 | $5K |
| Dogwood Wealth Management LLC | 0.00% | Add +1.4% | 71 | $4K |
| Bokf, NA | 0.00% | No change | 68 | $4K |
| Painted Porch Advisors LLC | 0.00% | New | 65 | $4K |
| Cohen & Steers, Inc. | 0.00% | Reduce -37.2% | 71 | $4K |
| Sachetta, LLC | 0.00% | Add +50.0% | 51 | $3K |
| Clearstead Advisors, LLC | 0.00% | Reduce -53.2% | 51 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 48 | $3K |
| Park Place Capital Corp | 0.00% | New | 47 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 36 | $2K |
| Mather Group, Llc. | 0.00% | Reduce -42.4% | 34 | $2K |
| Red Tortoise LLC | 0.00% | No change | 32 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +25.8% | 39 | $2K |
| Horizon Investments, LLC | 0.00% | New | 24 | $2K |
| Bernard Wealth Management Corp. | 0.00% | New | 22 | $1K |
| MV Capital Management, Inc. | 0.00% | Reduce -96.0% | 21 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 19 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | — | 19 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 18 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 16 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 14 | $912 |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $884 |
| Cromwell Holdings LLC | 0.00% | New | 12 | $768 |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $704 |
| Rothschild Investment LLC | 0.00% | No change | 10 | $631 |
| Binnacle Investments Inc | 0.00% | — | 8 | $505 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 7 | $471 |
| Principia Wealth Advisory, LLC | 0.00% | Add +300.0% | 8 | $468 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $379 |
| Winnacle Wealth LLC | 0.00% | Add +25.0% | 5 | $316 |
| Crewe Advisors LLC | 0.00% | No change | 5 | $316 |
| American Capital Advisory, LLC | 0.00% | New | 4 | $253 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $127 |
| Greenline Partners, LLC | 0.00% | New | 2 | $126 |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.