WP CareyWPC
13F holders, Q2 2025 (June 30)821holders −2
70new positions
75sold out
9famous investors
$62.45avg. 13F price*
At the end of Q2 2025, 821 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, down 2 from Q1 2025. 70 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.7B) and State Street Corp. ($772.4M). 9 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $149.8M |
| Exits | 75 | $83.2M |
All 13F filers, Q1 2025 → Q2 2025: 9,017,773 shares bought and 7,599,310 shares sold, net +1,418,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 821 holders
| Vanguard Group Inc. | 0.03% | Add +0.1% | 30,779,041 | $1.9B |
| BlackRock, Inc. | 0.03% | Add +1.4% | 27,744,376 | $1.7B |
| State Street Corp. | 0.03% | Reduce -2.0% | 12,209,342 | $772.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -0.2% | 5,101,061 | $318.2M |
| Geode Capital Management, LLC | 0.02% | Add +1.9% | 4,606,018 | $286.6M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -11.9% | 3,716,050 | $231.8M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -1.6% | 3,121,698 | $194.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.0% | 2,769,189 | $172.7M |
| Northern Trust Corp. | 0.02% | Add +1.0% | 2,723,181 | $169.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +13.8% | 2,567,832 | $160.2M |
| Legal & General Group Plc | 0.04% | Add +5.0% | 2,551,251 | $159.1M |
| Norges Bank | 0.02% | Add +2.1% | 2,427,234 | $151.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.5% | 2,237,186 | $139.6M |
| Morgan Stanley | 0.01% | Reduce -8.9% | 1,843,990 | $115.0M |
| Equity Investment Corp. | 2.47% | Reduce -7.3% | 1,806,639 | $112.7M |
| UBS Group AG | 0.02% | Reduce -9.6% | 1,449,368 | $90.4M |
| Bank of America Corp. | 0.01% | Reduce -0.8% | 1,127,990 | $70.4M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -7.1% | 984,484 | $61.4M |
| Advisors Capital Management, LLC | 0.76% | Add +6.4% | 875,988 | $54.6M |
| California Public Employees Retirement System | 0.03% | Reduce -13.7% | 859,273 | $53.6M |
| Balyasny Asset Management L.P. | 0.12% | Add +165.6% | 830,543 | $51.8M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -5.5% | 824,734 | $51.4M |
| APG Asset Management US Inc. | 0.38% | Add +6.9% | 812,241 | $51.2M |
| Ameriprise Financial Inc. | 0.01% | Add +8.2% | 784,333 | $48.9M |
| Captrust Financial Advisors | 0.11% | Add +2712.0% | 771,534 | $48.1M |
| LPL Financial LLC | 0.02% | Add +11.1% | 756,299 | $47.2M |
| Invesco Ltd. | 0.01% | Add +1.6% | 753,196 | $47.0M |
| Victory Capital Management Inc. | 0.03% | Add +8.6% | 750,590 | $46.8M |
| First Trust Advisors LP | 0.04% | Add +422.2% | 736,437 | $45.9M |
| Rhumbline Advisers | 0.04% | Add +1.6% | 674,282 | $42.1M |
| Millennium Management | 0.04% | Add +215.5% | 672,682 | $42.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.2% | 670,445 | $41.8M |
| Swiss National Bank | 0.02% | Add +7.4% | 662,851 | $41.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -40.8% | 640,505 | $40.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.6% | 616,284 | $38.4M |
| GRS Advisors, LLC | 3.62% | New | 604,270 | $37.7M |
| Raymond James Financial Inc. | 0.01% | Add +2.8% | 602,208 | $37.6M |
| Zacks Investment Management | 0.30% | Add +1.3% | 569,650 | $35.5M |
| HSBC Holdings PLC | 0.02% | Add +38.2% | 559,406 | $34.9M |
| FMR LLC | 0.00% | Add +13.2% | 550,870 | $34.4M |
| Alyeska Investment Group, L.P. | 0.12% | New | 520,293 | $32.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.4% | 496,415 | $31.0M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +3.9% | 494,164 | $30.8M |
| Private Management Group Inc. | 0.98% | Add +2.1% | 484,265 | $30.2M |
| Asset Management One Co., Ltd. | 0.09% | Add +5.5% | 463,714 | $28.9M |
| Gillson Capital LP | 2.09% | New | 437,945 | $27.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.8% | 395,036 | $24.6M |
| Amundi | 0.01% | Add +39.8% | 386,651 | $24.5M |
| Public Employees Retirement System of Ohio | 0.08% | Add +1.3% | 384,328 | $24.0M |
| Wells Fargo & Company | 0.01% | Add +1.9% | 381,755 | $23.8M |
| California State Teachers Retirement System | 0.03% | Add +19.3% | 376,908 | $23.5M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +1.9% | 375,443 | $23.4M |
| Brown Advisory Inc. | 0.03% | Reduce -0.7% | 364,590 | $22.7M |
| Jain Global LLC | 0.36% | Add +20.9% | 353,240 | $22.0M |
| Deutsche Bank AG | 0.01% | Add +21.1% | 352,853 | $22.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +1.3% | 336,007 | $21.0M |
| Berkshire Asset Management LLC | 0.93% | Add +0.0% | 328,306 | $20.5M |
| Nuveen, LLC | 0.01% | Reduce -33.0% | 320,551 | $20.0M |
| Allianz Asset Management GmbH | 0.03% | Add +5.8% | 311,346 | $19.4M |
| KLP Kapitalforvaltning As | 0.08% | Add +12.8% | 307,300 | $19.4M |
| Franklin Resources Inc. | 0.01% | Add +22.4% | 303,660 | $18.9M |
| Treasurer of the State of North Carolina | 0.06% | Add +77.5% | 299,915 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.1% | 299,000 | $18.7M |
| Citigroup Inc. | 0.01% | Add +38.0% | 298,701 | $18.6M |
| Geneos Wealth Management Inc. | 0.44% | Add +1522.4% | 291,828 | $18.2M |
| Cetera Investment Advisers | 0.03% | Reduce -2.9% | 277,660 | $17.3M |
| Retirement Systems of Alabama | 0.06% | Add +0.5% | 267,639 | $16.7M |
| Lighthouse Investment Partners, LLC | 0.72% | Reduce -18.7% | 265,000 | $16.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Reduce -8.3% | 263,873 | $16.5M |
| TruWealth Advisors, LLC | 0.87% | Add +2.3% | 253,957 | $15.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.11% | Add +1.3% | 252,290 | $15.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 252,053 | $15.7M |
| AQR Capital Management | 0.01% | Add +42.5% | 236,045 | $14.5M |
| CSM Advisors, LLC | 0.42% | New | 232,513 | $14.5M |
| STRS Ohio | 0.05% | Add +93.1% | 231,337 | $14.4M |
| Osaic Holdings, Inc. | 0.02% | Add +4.7% | 217,051 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.9% | 211,494 | $13.4M |
| Achmea Investment Management B.V. | 0.17% | Add +23.2% | 213,363 | $13.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +0.3% | 203,775 | $12.7M |
| Barclays PLC | 0.01% | Reduce -15.0% | 199,858 | $12.5M |
| Waterfront Capital Partners, LLC | 3.04% | Reduce -27.6% | 196,015 | $12.2M |
| Carnegie Investment Counsel | 0.24% | Add +17.1% | 190,795 | $11.9M |
| AXA S.A. | 0.03% | Add +7.0% | 182,938 | $11.4M |
| Sonora Investment Management Group, LLC | 0.85% | Add +2.7% | 182,822 | $11.4M |
| BNP Paribas Financial Markets | 0.01% | Add +83.4% | 181,372 | $11.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.2% | 175,378 | $10.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +13.9% | 171,379 | $10.7M |
| American Century Companies Inc. | 0.01% | Add +135.4% | 169,692 | $10.6M |
| Truist Financial Corp. | 0.02% | Reduce -2.4% | 164,739 | $10.3M |
| Aviva PLC | 0.02% | Add +8.1% | 162,924 | $10.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +13.2% | 162,207 | $10.1M |
| Andra AP-fonden | 0.14% | Add +27.9% | 160,700 | $10.0M |
| Caisse de depot et placement du Quebec | 0.02% | Reduce -76.7% | 159,637 | $10.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -28.8% | 159,423 | $9.9M |
| DAVENPORT & Co LLC | 0.05% | Reduce -1.1% | 155,630 | $9.7M |
| MML Investors Services, LLC | 0.03% | Reduce -5.6% | 152,324 | $9.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -40.6% | 151,352 | $9.4M |
| Two Sigma Advisers, LP | 0.02% | Reduce -15.3% | 151,301 | $9.4M |
| Illinois Municipal Retirement Fund | 0.13% | Reduce -29.8% | 151,092 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.3% | 147,833 | $9.2M |
| Candriam S.C.A. | 0.05% | Reduce -37.7% | 147,549 | $9.2M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +0.9% | 143,926 | $9.1M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -0.9% | 144,935 | $9.0M |
| Aberdeen Group plc | 0.01% | Add +13.5% | 142,932 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -9.1% | 139,518 | $8.7M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +3.9% | 137,483 | $8.6M |
| QRG Capital Management, Inc. | 0.07% | Add +4.1% | 137,390 | $8.6M |
| Quantinno Capital Management LP | 0.04% | Add +48.1% | 136,734 | $8.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +6.7% | 133,488 | $8.3M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Add +14.3% | 131,993 | $8.2M |
| Allworth Financial LP | 0.04% | Reduce -0.0% | 131,675 | $8.2M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -0.6% | 130,657 | $8.1M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.7% | 128,792 | $8.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +3.0% | 126,483 | $7.9M |
| Employees Retirement System of Texas | 0.08% | Reduce -7.3% | 126,000 | $7.9M |
| MetLife Investment Management, LLC | 0.05% | Reduce -2.9% | 124,088 | $7.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +9.2% | 123,293 | $7.7M |
| Renaissance Technologies | 0.01% | Add +125.7% | 123,000 | $7.7M |
| Eisler Capital Management Ltd. | 0.26% | Reduce -18.2% | 121,998 | $7.6M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -6.5% | 120,905 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -32.0% | 118,719 | $7.4M |
| Seneca House Advisors | 3.14% | Add +4.0% | 118,354 | $7.4M |
| Crawford Investment Counsel Inc. | 0.13% | Reduce -3.6% | 116,867 | $7.3M |
| Verdence Capital Advisors LLC | 0.50% | Reduce -0.6% | 116,221 | $7.2M |
| New York State Common Retirement Fund | 0.01% | No change | 114,838 | $7.2M |
| Prudential Financial Inc. | 0.01% | Add +214.2% | 114,656 | $7.2M |
| Rock Point Advisors, LLC | 2.00% | Reduce -0.7% | 113,720 | $7.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +0.2% | 113,290 | $7.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -27.9% | 112,562 | $7.0M |
| Van Eck Associates Corp. | 0.01% | Add +9.0% | 112,329 | $7.0M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -3.3% | 108,897 | $6.8M |
| Danske Bank A/S | 0.02% | Add +3.9% | 108,638 | $6.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +7.5% | 107,993 | $6.7M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -4.6% | 107,977 | $6.7M |
| Korea Investment CORP | 0.01% | Reduce -33.5% | 107,430 | $6.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.10% | New | 105,330 | $6.6M |
| APG Asset Management N.V. | 0.02% | Add +1.1% | 120,700 | $6.4M |
| Wealthfront Advisers LLC | 0.02% | Add +1.8% | 100,703 | $6.3M |
| Boothbay Fund Management, LLC | 0.20% | Add +643.8% | 100,402 | $6.3M |
| Amalgamated Bank | 0.05% | Add +0.0% | 100,279 | $6.3M |
| Pacer Advisors, Inc. | 0.02% | Reduce -94.3% | 99,737 | $6.2M |
| Ontario Teachers Pension Plan Board | 0.13% | Reduce -3.4% | 99,319 | $6.2M |
| Sei Investments Co. | 0.01% | Add +18.0% | 96,983 | $6.0M |
| Daiwa Securities Group Inc. | 0.02% | Add +1.5% | 96,975 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +122.4% | 94,258 | $5.9M |
| Swiss Life Asset Management Ltd | 0.03% | Add +323.8% | 92,624 | $5.8M |
| Sheets Smith Wealth Management | 0.67% | Reduce -4.2% | 91,718 | $5.7M |
| Wellington Management Group LLP | 0.00% | Reduce -4.4% | 88,068 | $5.5M |
| Creative Planning | 0.00% | Add +4.6% | 87,565 | $5.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -20.9% | 87,194 | $5.4M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 85,334 | $5.3M |
| Greenland Capital Management LP | 0.71% | Add +42.4% | 84,032 | $5.2M |
| Dupree Financial Group, LLC | 2.05% | Reduce -18.0% | 83,456 | $5.2M |
| Yousif Capital Management, LLC | 0.06% | Reduce -1.6% | 83,166 | $5.2M |
| Storebrand Asset Management As | 0.01% | Add +36.4% | 81,296 | $5.1M |
| Prairiewood Capital, LLC | 1.83% | Add +1.9% | 78,928 | $4.9M |
| Te Ahumairangi Investment Management Ltd | 0.88% | Add +5.3% | 78,547 | $4.9M |
| IFM Investors Pty Ltd | 0.05% | Reduce -7.5% | 78,031 | $4.9M |
| Advocate Group LLC | 0.87% | Add +0.2% | 77,679 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.0% | 77,568 | $4.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -24.1% | 75,820 | $4.7M |
| Meritage Portfolio Management | 0.30% | Reduce -2.7% | 75,037 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -5.0% | 74,404 | $4.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 74,000 | $4.6M |
| Adams Asset Advisors, LLC | 0.64% | Add +19.6% | 71,975 | $4.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +2.4% | 71,126 | $4.4M |
| Westwood Holdings Group Inc. | 0.03% | New | 70,176 | $4.4M |
| Cohen Capital Management, Inc. | 0.71% | No change | 70,140 | $4.4M |
| Focus Partners Wealth | 0.01% | Add +7.6% | 69,276 | $4.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.9% | 68,981 | $4.3M |
| NewSquare Capital LLC | 0.32% | Add +4.6% | 68,393 | $4.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 68,120 | $4.2M |
| Cibc World Markets Corp. | 0.03% | Reduce -5.2% | 67,417 | $4.2M |
| TT Capital Management LLC | 3.36% | Add +21.9% | 66,393 | $4.1M |
| UniSuper Management Pty Ltd | 0.03% | No change | 65,400 | $4.1M |
| Mariner, LLC | 0.01% | Reduce -2.1% | 64,638 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.8% | 64,552 | $4.0M |
| Cibc World Market Inc. | 0.01% | Reduce -8.5% | 64,285 | $4.0M |
| Arizona State Retirement System | 0.02% | Add +1.1% | 64,002 | $4.0M |
| Heitman Real Estate Securities LLC | 0.28% | Add +165.1% | 63,934 | $4.0M |
| Exchange Traded Concepts, LLC | 0.05% | Add +6.7% | 63,927 | $4.0M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 63,738 | $4.0M |
| Louisiana State Employees Retirement System | 0.07% | Add +0.5% | 61,600 | $3.8M |
| Aew Capital Management L P | 0.20% | Reduce -55.9% | 61,560 | $3.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.9% | 60,768 | $3.8M |
| State of Michigan Retirement System | 0.02% | Add +15.3% | 60,400 | $3.8M |
| Forsta Ap-Fonden | 0.02% | Reduce -4.5% | 59,700 | $3.7M |
| Handelsbanken Fonder AB | 0.01% | Reduce -5.5% | 58,800 | $3.7M |
| Creegan & Nassoura Financial Group, LLC | 2.32% | Reduce -0.1% | 57,025 | $3.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Reduce -13.2% | 56,534 | $3.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 56,007 | $3.5M |
| Cresset Asset Management, LLC | 0.02% | New | 53,527 | $3.4M |
| Alpha Omega Wealth Management LLC | 0.59% | Reduce -0.1% | 52,763 | $3.3M |
| Romano Brothers and Company | 0.40% | Add +4.0% | 51,935 | $3.2M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -0.3% | 51,594 | $3.2M |
| Gateway Investment Advisers LLC | 0.03% | Add +28.3% | 51,235 | $3.2M |
| Coldstream Capital Management Inc. | 0.05% | Add +0.7% | 51,157 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.6% | 49,004 | $3.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.5% | 48,891 | $3.0M |
| Swedbank AB | 0.00% | Add +52.6% | 48,775 | $3.0M |
| Brown, Lisle/Cummings, Inc. | 0.80% | Add +0.3% | 48,147 | $3.0M |
| Corient Private Wealth LP | 0.00% | Reduce -6.8% | 46,828 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.2% | 46,829 | $2.9M |
| New Age Alpha Advisors, LLC | 0.13% | Reduce -39.3% | 46,383 | $2.9M |
| Pensionfund PDN | 1.95% | No change | 46,300 | $2.9M |
| Pensionfund Sabic | 0.81% | Add +4.6% | 45,804 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.4% | 45,672 | $2.8M |
| Freedom Financial Partners LLC | 1.20% | Add +0.3% | 45,627 | $2.8M |
| Capital Square, LLC | 1.52% | Reduce -2.4% | 45,240 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.8% | 44,819 | $2.8M |
| Bank of Montreal | 0.00% | Add +24.4% | 44,696 | $2.8M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -2.2% | 44,686 | $2.8M |
| New Mexico Educational Retirement Board | 0.09% | No change | 43,400 | $2.7M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -1.3% | 42,516 | $2.7M |
| TD Asset Management Inc | 0.00% | Reduce -0.8% | 42,093 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +6.3% | 40,865 | $2.5M |
| HighPoint Advisor Group LLC | 0.13% | Reduce -10.6% | 39,978 | $2.5M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -20.3% | 39,046 | $2.5M |
| Toronto Dominion Bank | 0.01% | Add +21.0% | 39,714 | $2.5M |
| Signet Financial Management, LLC | 0.31% | Reduce -0.2% | 39,493 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +19.6% | 39,112 | $2.4M |
| Dark Forest Capital Management LP | 0.10% | Add +39.5% | 39,102 | $2.4M |
| Metis Global Partners, LLC | 0.06% | Add +23.1% | 38,932 | $2.4M |
| Ostrum Asset Management | 0.11% | Add +1.1% | 38,730 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Add +42.9% | 38,702 | $2.4M |
| New Insight Wealth Advisors | 0.98% | Reduce -3.7% | 38,295 | $2.4M |
| Sfmg, LLC | 0.18% | Reduce -0.7% | 38,248 | $2.4M |
| Xponance LLC | 0.02% | Add +0.8% | 37,794 | $2.4M |
| Pathway Financial Advisers, LLC | 0.76% | Add +1.8% | 37,573 | $2.3M |
| DNB Asset Management AS | 0.01% | Reduce -12.9% | 37,533 | $2.3M |
| Meixler Investment Management, Ltd. | 1.61% | Add +11.2% | 37,506 | $2.3M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Reduce -19.7% | 37,300 | $2.3M |
| Graham Capital Wealth Management, LLC | 2.55% | Reduce -1.5% | 36,464 | $2.3M |
| Arkadios Wealth Advisors | 0.07% | Add +1.4% | 35,945 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +3.8% | 35,764 | $2.2M |
| Utah Retirement Systems | 0.02% | Reduce -0.5% | 35,703 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.3% | 35,378 | $2.2M |
| XML Financial, LLC | 0.19% | Reduce -6.0% | 35,127 | $2.2M |
| Horizon Kinetics Asset Management LLC | 0.03% | No change | 34,750 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +10.1% | 34,723 | $2.2M |
| Investmark Advisory Group LLC | 1.01% | Reduce -0.8% | 34,546 | $2.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -17.7% | 34,442 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -5.6% | 34,264 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Add +104.6% | 34,135 | $2.1M |
| Tredje AP-fonden | 0.02% | No change | 33,977 | $2.1M |
| Presima Securities ULC | 0.49% | Add +2.8% | 33,834 | $2.1M |
| Weaver Consulting Group | 0.58% | Reduce -2.3% | 33,818 | $2.1M |
| US Bancorp \de | 0.00% | Add +6.5% | 33,528 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Add +3.9% | 33,255 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +4.3% | 32,654 | $2.0M |
| Griffin Asset Management, Inc. | 0.24% | Add +0.6% | 32,236 | $2.0M |
| Wellington Shields Capital Management, LLC | 0.34% | Reduce -8.0% | 31,777 | $2.0M |
| Schroder Investment Management Group | 0.00% | Reduce -88.1% | 31,722 | $2.0M |
| Cerity Partners LLC | 0.00% | Reduce -2.7% | 30,876 | $1.9M |
| Knights of Columbus Asset Advisors LLC | 0.12% | New | 30,551 | $1.9M |
| Waldron Private Wealth LLC | 0.08% | No change | 30,074 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +56.3% | 30,382 | $1.9M |
| M&T Bank Corp | 0.01% | Add +8.5% | 30,368 | $1.9M |
| Walleye Capital LLC | 0.02% | Add +15.6% | 29,403 | $1.8M |
| Consolidated Portfolio Review Corp | 0.25% | Add +1.9% | 29,229 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.59% | Add +0.6% | 28,681 | $1.8M |
| Gradient Capital Advisors, LLC | 0.53% | Reduce -2.4% | 28,552 | $1.8M |
| &partners | 0.01% | Add +29.1% | 28,448 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +166.3% | 28,139 | $1.8M |
| Diversify Advisory Services, LLC | 0.07% | New | 26,489 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Add +96.8% | 27,368 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -60.4% | 27,156 | $1.7M |
| 1832 Asset Management L.P. | 0.00% | Add +43.0% | 26,999 | $1.7M |
| Flputnam Investment Management Co. | 0.03% | New | 26,785 | $1.7M |
| KBC Group NV | 0.00% | Reduce -45.9% | 26,730 | $1.7M |
| Excalibur Management Corp. | 0.62% | Reduce -3.6% | 26,571 | $1.7M |
| Hilltop Partners LLC | 0.50% | Reduce -1.4% | 26,247 | $1.6M |
| Cozad Asset Management Inc. | 0.14% | Add +0.2% | 25,741 | $1.6M |
| OP Asset Management Ltd | 0.02% | Add +7.6% | 25,737 | $1.6M |
| Inspire Investing, LLC | 0.17% | Add +3.8% | 25,405 | $1.6M |
| Fiduciary Alliance LLC | 0.12% | Reduce -1.1% | 24,937 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.1% | 24,170 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.20% | Reduce -9.2% | 23,879 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Add +2.4% | 23,768 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Reduce -10.0% | 23,709 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +3.6% | 22,778 | $1.5M |
| Natixis | 0.01% | Add +2578.1% | 23,514 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.1% | 23,279 | $1.5M |
| New York Life Investment Management LLC | 0.01% | Reduce -2.1% | 23,233 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +1.2% | 23,092 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +12.5% | 22,847 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +9.8% | 22,822 | $1.4M |
| TFG Advisers LLC | 0.48% | Add +1.2% | 22,523 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +16.2% | 22,431 | $1.4M |
| Penserra Capital Management LLC | 0.02% | Reduce -13.7% | 22,070 | $1.4M |
| Jeppson Wealth Management, LLC | 0.48% | Add +1.5% | 22,040 | $1.4M |
| Associated Banc-Corp | 0.04% | No change | 22,007 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.0% | 21,869 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -1.4% | 21,805 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +98.8% | 21,697 | $1.4M |
| Summit Financial, LLC | 0.03% | Add +8.7% | 20,977 | $1.3M |
| Clarion Wealth Managment Partners, LLC | 1.44% | — | 21,084 | $1.3M |
| Moors & Cabot, Inc. | 0.06% | No change | 21,065 | $1.3M |
| Erste Asset Management GmbH | 0.01% | No change | 20,200 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,336 | $1.3M |
| Blair William & Co. | 0.00% | Add +0.1% | 19,752 | $1.2M |
| Avanza Fonder AB | 0.04% | New | 19,199 | $1.2M |
| Hancock Whitney Corp. | 0.02% | New | 19,072 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 18,545 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.8% | 18,532 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -21.1% | 18,439 | $1.2M |
| Ossiam | 0.01% | Add +14.7% | 18,353 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | Add +2.0% | 18,336 | $1.1M |
| Demars Financial Group, LLC | 0.43% | Add +7.3% | 18,028 | $1.1M |
| HORAN Wealth, LLC | 0.34% | — | 17,949 | $1.1M |
| Colonial Trust Advisors | 0.09% | Reduce -9.8% | 17,949 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -4.9% | 17,901 | $1.1M |
| GMO | 0.00% | Add +58.6% | 17,871 | $1.1M |
| Naviter Wealth, LLC | 0.14% | Add +9.7% | 17,536 | $1.1M |
| Ethic Inc. | 0.02% | Add +136.9% | 17,292 | $1.1M |
| AlphaQuest LLC | 0.11% | Reduce -19.9% | 17,357 | $1.1M |
| Entropy Technologies, LP | 0.09% | Reduce -51.8% | 17,186 | $1.1M |
| Harbor Investment Advisory, LLC | 0.10% | Reduce -0.8% | 17,142 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.2% | 16,891 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Add +0.8% | 16,676 | $1.0M |
| Carnegie Lake Advisors LLC | 0.41% | No change | 16,525 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.1% | 16,463 | $1.0M |
| Royal Fund Management, LLC | 0.11% | Add +12.4% | 16,304 | $1.0M |
| Nordea Investment Management AB | 0.00% | Add +0.5% | 16,476 | $1.0M |
| FineMark National Bank & Trust | 0.03% | New | 16,196 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.2% | 15,758 | $983K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -85.2% | 15,381 | $971K |
| Crossmark Global Holdings, Inc. | 0.02% | Add +1.8% | 15,321 | $956K |
| Wealthstar Advisors, LLC | 0.36% | Reduce -0.1% | 15,290 | $954K |
| D. E. Shaw & Co. | 0.00% | Add +46.1% | 15,285 | $953K |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -9.7% | 15,277 | $953K |
| LRI Investments, LLC | 0.08% | No change | 14,918 | $931K |
| Sterling Capital Management LLC | 0.01% | Add +19.8% | 14,427 | $900K |
| Samalin Investment Counsel, LLC | 0.35% | Reduce -1.2% | 14,371 | $896K |
| Atria Investments, Inc | 0.01% | Add +22.1% | 14,340 | $895K |
| Bahl & Gaynor LLC | 0.00% | Reduce -8.2% | 14,182 | $885K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -22.6% | 14,163 | $883K |
| Lazard Asset Management LLC | 0.00% | Add +2.3% | 14,068 | $877K |
| Independent Financial Group, LLC | 0.02% | Add +50.5% | 14,023 | $875K |
| Texas Yale Capital Corp. | 0.03% | Add +0.0% | 14,021 | $875K |
| Stephens Inc. | 0.01% | Reduce -4.5% | 13,904 | $867K |
| Kentucky Retirement Systems | 0.03% | Reduce -6.2% | 13,882 | $866K |
| Quadrant Capital Group LLC | 0.03% | Add +94.9% | 13,753 | $858K |
| Vista Investment Management | 0.32% | Reduce -0.6% | 13,703 | $855K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +367.8% | 13,631 | $850K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +16.9% | 13,441 | $838K |
| Howe & Rusling Inc. | 0.06% | Reduce -0.3% | 13,218 | $825K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +8.1% | 13,063 | $815K |
| RB Capital Management, LLC | 0.19% | Reduce -1.1% | 12,947 | $808K |
| GAMCO Investors | 0.01% | No change | 12,899 | $805K |
| DoubleLine ETF Adviser LP | 0.26% | Add +1.2% | 12,869 | $803K |
| Vident Advisory, LLC | 0.01% | Reduce -21.5% | 12,838 | $801K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 12,693 | $792K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +25.9% | 12,681 | $791K |
| Founders Financial Alliance, LLC | 0.18% | Reduce -0.9% | 12,468 | $778K |
| Curi Capital, LLC | 0.01% | New | 12,227 | $774K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -7.1% | 12,134 | $757K |
| Financial Gravity Companies, Inc. | 0.15% | — | 12,120 | $756K |
| Advisory Services Network, LLC | 0.01% | Add +7.0% | 11,745 | $754K |
| Cooper Financial Group | 0.09% | Add +1.5% | 12,005 | $749K |
| Assetmark, Inc. | 0.00% | Add +10.9% | 11,966 | $746K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.9% | 11,953 | $746K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -24.0% | 11,651 | $727K |
| WealthPlan Investment Management, LLC | 0.05% | Add +23.3% | 11,558 | $721K |
| PFG Investments, LLC | 0.04% | Reduce -27.6% | 11,539 | $720K |
| Tidal Investments LLC | 0.00% | New | 11,478 | $716K |
| Cornercap Investment Counsel Inc. | 0.37% | Reduce -2.3% | 11,473 | $716K |
| Invst, LLC | 0.09% | Reduce -2.9% | 11,300 | $705K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -6.4% | 11,259 | $702K |
| Client 1ST Advisory Group, LLC | 0.25% | Reduce -4.1% | 11,208 | $699K |
| C2C Wealth Management, LLC | 0.63% | Add +0.5% | 11,163 | $696K |
| Liberty Square Wealth Partners LLC | 0.24% | Add +1.1% | 11,131 | $694K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Reduce -1.9% | 11,107 | $693K |
| BLB&B Advisors, LLC | 0.03% | Add +0.0% | 11,046 | $689K |
| HB Wealth Management, LLC | 0.01% | Reduce -38.0% | 11,028 | $688K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -9.4% | 10,960 | $684K |
| CIBC Asset Management Inc | 0.00% | Add +17.1% | 10,839 | $676K |
| Shell Asset Management Co. | 0.02% | Add +121.2% | 10,832 | $676K |
| Diligent Investors, LLC | 0.16% | Reduce -2.3% | 10,793 | $673K |
| Inceptionr LLC | 0.15% | Reduce -41.3% | 10,745 | $670K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Add +5.1% | 10,589 | $661K |
| Arax Advisory Partners | 0.03% | Add +0.9% | 10,521 | $656K |
| Norinchukin Bank, The | 0.01% | Add +3.1% | 10,519 | $656K |
| Nebula Research & Development LLC | 0.06% | Reduce -7.2% | 10,515 | $656K |
| Cullen Capital Management, LLC | 0.01% | Add +82.7% | 10,467 | $653K |
| NEOS Investment Management LLC | 0.01% | Add +121.0% | 10,435 | $651K |
| Applied Capital LLC | 0.48% | Add +9.4% | 10,428 | $650K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -19.4% | 10,390 | $648K |
| AE Wealth Management LLC | 0.00% | Add +15.7% | 10,349 | $646K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 10,300 | $643K |
| Independent Advisor Alliance | 0.02% | Reduce -0.2% | 10,285 | $642K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.4% | 10,214 | $637K |
| Dudley Capital Management, LLC | 0.32% | Add +1.2% | 10,175 | $635K |
| Global Retirement Partners, LLC | 0.02% | — | 10,165 | $634K |
| Accel Wealth Management | 0.21% | Reduce -1.8% | 10,160 | $634K |
| Aurora Private Wealth, Inc. | 0.47% | Reduce -11.6% | 10,149 | $633K |
| Maryland State Retirement & Pension System | 0.01% | No change | 10,127 | $632K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.1% | 10,080 | $629K |
| Waverly Advisors, LLC | 0.01% | Add +0.6% | 9,959 | $621K |
| Jones Financial Companies LLLP | 0.00% | Add +91.3% | 9,802 | $616K |
| Gutierrez Wealth Advisory, LLC | 0.41% | Add +1.0% | 9,841 | $614K |
| MAI Capital Management | 0.00% | Add +6.2% | 9,784 | $610K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,756 | $609K |
| ProShare Advisors LLC | 0.00% | Add +4.1% | 9,708 | $606K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.2% | 9,691 | $605K |
| First National Trust Co | 0.02% | No change | 9,628 | $601K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 9,600 | $599K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -74.6% | 9,548 | $596K |
| Compound Planning, Inc. | 0.02% | Add +15.2% | 9,536 | $595K |
| Old Port Advisors | 0.16% | Reduce -2.7% | 9,477 | $591K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +50.8% | 9,364 | $584K |
| Modern Wealth Management, LLC | 0.01% | Add +1.1% | 9,272 | $578K |
| Wellington Shields & Co., LLC | 0.16% | Add +12.2% | 9,230 | $576K |
| Spirit of America Management Corp. | 0.12% | No change | 9,200 | $574K |
| Brookwood Investment Group LLC | 0.09% | Add +3.7% | 9,173 | $572K |
| CW Advisors, LLC | 0.01% | Add +2.3% | 9,144 | $570K |
| Roof Eidam Maycock Peralta, LLC | 0.14% | New | 9,120 | $569K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.6% | 9,039 | $564K |
| Versor Investments LP | 0.10% | New | 9,023 | $563K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +23.1% | 8,976 | $560K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 8,790 | $548K |
| Lanark Financial, Inc. | 0.04% | Add +0.7% | 8,756 | $546K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 8,506 | $531K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.0% | 8,333 | $520K |
| Park Avenue Securities LLC | 0.00% | New | 8,323 | $519K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +18.2% | 8,280 | $517K |
| Intrua Financial, LLC | 0.07% | Reduce -1.3% | 8,177 | $510K |
| Hudson Portfolio Management LLC | 0.48% | No change | 8,167 | $509K |
| Bank of Nova Scotia | 0.00% | Add +7.3% | 8,164 | $509K |
| Armstrong, Fleming & Moore, Inc | 0.27% | New | 8,115 | $506K |
| Commerce Bank | 0.00% | Reduce -10.5% | 8,097 | $505K |
| Focus Financial Network, Inc. | 0.02% | Add +2.6% | 7,934 | $495K |
| Everstar Asset Management, LLC | 0.30% | Add +8.4% | 7,865 | $491K |
| FLC Capital Advisors | 0.10% | Add +2.0% | 7,862 | $490K |
| Shelton Capital Management | 0.01% | Reduce -1.6% | 7,840 | $489K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 7,836 | $489K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +16.4% | 7,731 | $482K |
| Axis Wealth Partners, LLC | 0.31% | Add +0.3% | 7,666 | $478K |
| Simplex Trading, LLC | 0.01% | Reduce -10.9% | 7,650 | $477K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -25.2% | 7,639 | $477K |
| Hilltop Holdings Inc. | 0.03% | Add +5.9% | 7,525 | $469K |
| RFG Advisory, LLC | 0.01% | Add +1.2% | 7,522 | $469K |
| Philadelphia Trust Co. | 0.04% | No change | 7,500 | $468K |
| Austin Private Wealth, LLC | 0.04% | Reduce -1.7% | 7,493 | $467K |
| Merit Financial Group, LLC | 0.01% | Add +18.9% | 7,478 | $466K |
| Ballentine Partners, LLC | 0.01% | Add +11.7% | 7,451 | $465K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -1.8% | 7,448 | $465K |
| Round Rock Advisors LLC | 0.08% | Add +55.2% | 7,360 | $459K |
| Eldridge Investment Advisors, Inc. | 0.09% | No change | 7,188 | $448K |
| Colonial Trust Co / SC | 0.07% | Reduce -15.3% | 7,166 | $447K |
| Mgo One Seven LLC | 0.01% | Add +14.9% | 7,165 | $447K |
| Crestwood Advisors Group, LLC | 0.01% | Add +4.2% | 7,165 | $447K |
| CarsonAllaria Wealth Management, Ltd. | 0.24% | Add +0.8% | 7,122 | $444K |
| Archer Investment Corp | 0.11% | No change | 7,068 | $441K |
| KOM Wealth Management Group, LLC | 0.35% | Add +2.1% | 7,014 | $438K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -27.8% | 6,972 | $435K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -46.7% | 6,906 | $431K |
| World Investment Advisors | 0.01% | Reduce -0.1% | 6,903 | $431K |
| Choreo, LLC | 0.01% | Add +15.9% | 6,731 | $426K |
| MKT Advisors LLC | 0.17% | Reduce -5.6% | 6,744 | $425K |
| Peddock Capital Advisors, LLC | 0.10% | No change | 6,706 | $418K |
| International Assets Investment Management, LLC | 0.03% | Add +17.9% | 6,666 | $416K |
| Sigma Planning Corp | 0.01% | Reduce -2.5% | 6,625 | $413K |
| Silver Oak Securities, Incorporated | 0.03% | Add +33.5% | 6,577 | $410K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -19.6% | 6,538 | $408K |
| D.A. Davidson & Co. | 0.00% | Reduce -31.0% | 6,522 | $407K |
| Ignite Planners, LLC | 0.07% | Add +0.5% | 6,595 | $407K |
| Avion Wealth | 0.09% | Add +0.1% | 6,418 | $400K |
| Retirement Planning Co of New England, Inc. | 0.18% | Add +2.9% | 6,401 | $399K |
| Jacobi Capital Management LLC | 0.03% | Add +0.4% | 6,290 | $392K |
| Rockport Wealth LLC | 0.09% | New | 6,271 | $391K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 6,192 | $386K |
| Glenmede Investment Management, LP | 0.00% | — | 6,149 | $384K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.7% | 6,143 | $383K |
| Ethos Financial Group, LLC | 0.03% | Add +4.2% | 6,138 | $383K |
| Farther Finance Advisors, LLC | 0.01% | Add +11.9% | 6,117 | $382K |
| Laraway Financial Advisors Inc | 0.29% | Add +1.1% | 6,056 | $378K |
| Machina Capital S.A.S. | 0.08% | Add +51.6% | 6,013 | $375K |
| Family Wealth Partners, LLC | 0.15% | Add +84.0% | 5,928 | $370K |
| Herold Advisors, Inc. | 0.08% | Add +0.3% | 5,916 | $369K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -6.5% | 5,891 | $367K |
| Tiaa Trust, National Association | 0.00% | Add +22.6% | 5,868 | $366K |
| True North Advisors, LLC | 0.07% | No change | 5,859 | $365K |
| Gilbert & Cook, Inc. | 0.05% | Add +1.5% | 5,852 | $365K |
| Equitable Holdings, Inc. | 0.00% | Add +46.7% | 5,807 | $362K |
| Group One Trading LLC | 0.01% | New | 5,791 | $361K |
| Kovack Advisors, Inc. | 0.04% | Add +3.3% | 5,779 | $360K |
| Evergreen Capital Management LLC | 0.01% | Reduce -19.4% | 5,692 | $360K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.8% | 5,770 | $360K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -9.2% | 5,720 | $357K |
| Allen Capital Group, LLC | 0.04% | Add +0.5% | 5,708 | $356K |
| Regions Financial Corp. | 0.00% | Add +25.8% | 5,700 | $356K |
| Quadcap Wealth Management, LLC | 0.05% | Add +1.1% | 5,694 | $355K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 5,666 | $353K |
| Mission Creek Capital Partners, Inc. | 0.08% | Add +0.1% | 5,662 | $353K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 5,645 | $352K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.5% | 5,576 | $348K |
| Brevan Howard Capital Management LP | 0.00% | New | 5,564 | $347K |
| Basepoint Wealth LLC | 0.27% | Add +1.5% | 5,554 | $346K |
| Western Wealth Management, LLC | 0.02% | Add +0.3% | 5,480 | $342K |
| Savant Capital, LLC | 0.00% | Reduce -4.9% | 5,469 | $341K |
| DF Dent & Co. Inc. | 0.00% | No change | 5,464 | $341K |
| One Wealth Map LLC | 0.19% | No change | 5,494 | $340K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -1.0% | 5,363 | $335K |
| Investment Management Corp of Ontario | 0.00% | Reduce -14.4% | 5,329 | $332K |
| Creative Financial Designs Inc. | 0.02% | Add +0.7% | 5,323 | $332K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -62.3% | 5,313 | $331K |
| Carret Asset Management, LLC | 0.04% | No change | 5,282 | $329K |
| Seeds Investor LLC | 0.08% | Reduce -9.1% | 5,259 | $328K |
| NewEdge Wealth, LLC | 0.01% | Reduce -15.1% | 4,959 | $326K |
| Flagship Private Wealth, LLC | 0.14% | No change | 5,183 | $323K |
| Benjamin Edwards Inc. | 0.00% | Add +1.5% | 5,142 | $321K |
| Woodward Diversified Capital, LLC | 0.16% | New | 5,094 | $318K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -22.3% | 5,087 | $317K |
| RFG - Bristol Wealth Advisors, LLC | 0.10% | Add +0.2% | 5,083 | $317K |
| Family Legacy, Inc. | 0.10% | Add +1.6% | 5,008 | $312K |
| Summit Wealth Group, LLC | 0.08% | Add +0.3% | 4,969 | $310K |
| Apollon Financial, LLC | 0.07% | Add +1.1% | 4,964 | $310K |
| GWN Securities Inc. | 0.06% | Reduce -28.4% | 4,920 | $309K |
| Kestra Investment Management, LLC | 0.01% | Reduce -59.3% | 4,921 | $307K |
| KPP Advisory Services LLC | 0.05% | Reduce -1.0% | 4,906 | $306K |
| Inspire Advisors, LLC | 0.03% | Reduce -11.7% | 4,802 | $300K |
| Engineers Gate Manager LP | 0.00% | New | 4,800 | $299K |
| Accurate Wealth Management, LLC | 0.05% | Add +0.4% | 4,786 | $299K |
| Claris Financial LLC | 0.22% | Reduce -9.9% | 4,736 | $295K |
| Empower Advisory Group, LLC | 0.00% | Reduce -19.0% | 4,719 | $294K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,707 | $294K |
| Burney Co./ | 0.01% | Reduce -2.1% | 4,693 | $293K |
| Widmann Financial Services, Inc. | 0.20% | Reduce -3.5% | 4,618 | $288K |
| Prospera Financial Services Inc | 0.01% | Add +12.5% | 4,606 | $288K |
| FIL Ltd | 0.00% | Reduce -75.7% | 4,584 | $286K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,573 | $285K |
| Ieq Capital, LLC | 0.00% | Reduce -52.3% | 4,536 | $283K |
| Mystic Asset Management, Inc. | 0.07% | No change | 4,510 | $281K |
| Dividend Assets Capital, LLC | 0.05% | No change | 4,500 | $281K |
| AIA Group Ltd | 0.01% | No change | 4,492 | $280K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,480 | $279K |
| Vestcor Inc | 0.01% | Reduce -0.8% | 4,437 | $277K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -24.4% | 5,079 | $277K |
| Bridgewater Associates | 0.00% | New | 4,429 | $276K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -18.1% | 4,308 | $275K |
| Profund Advisors LLC | 0.01% | Reduce -7.0% | 4,408 | $275K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.8% | 4,279 | $274K |
| GeoWealth Management, LLC | 0.01% | Add +11.0% | 4,389 | $274K |
| Signaturefd, LLC | 0.00% | Reduce -0.4% | 4,292 | $268K |
| Strathmore Capital Advisors, Inc. | 0.12% | — | 4,327 | $267K |
| Main Street Financial Solutions, LLC | 0.02% | Add +2.8% | 4,281 | $267K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 4,282 | $267K |
| Barlow Wealth Partners, LLC | 0.03% | Reduce -16.7% | 4,206 | $266K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -2.3% | 4,227 | $266K |
| Principal Securities, Inc. | 0.01% | Reduce -70.2% | 4,233 | $264K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4,213 | $263K |
| New Wave Wealth Advisors LLC | 0.11% | Reduce -0.5% | 4,212 | $263K |
| Greenleaf Trust | 0.00% | Add +5.1% | 4,207 | $262K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -7.8% | 4,203 | $262K |
| Peachtree Investment Partners, LLC | 0.10% | Add +0.9% | 4,179 | $261K |
| Keudell/Morrison Wealth Management | 0.06% | Reduce -7.4% | 4,128 | $258K |
| D.B. Root & Company, LLC | 0.08% | Add +0.0% | 4,089 | $255K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -3.9% | 3,992 | $253K |
| Columbia Asset Management | 0.05% | Reduce -14.8% | 4,025 | $251K |
| Cadence Bank | 0.02% | Add +0.0% | 4,001 | $250K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.3% | 3,992 | $249K |
| Fifth Third Bancorp | 0.00% | Reduce -3.3% | 3,979 | $248K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 3,974 | $248K |
| Kathmere Capital Management, LLC | 0.02% | Add +0.6% | 3,971 | $248K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.0% | 3,920 | $245K |
| Optimum Investment Advisors | 0.11% | No change | 3,907 | $244K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | Add +7.6% | 3,907 | $244K |
| Private Trust Co. NA | 0.02% | Add +17.3% | 3,900 | $243K |
| Sound Income Strategies, LLC | 0.01% | Reduce -5.0% | 3,887 | $242K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -6.8% | 3,862 | $241K |
| Insight Wealth Partners, LLC | 0.13% | No change | 3,856 | $241K |
| Townsquare Capital LLC | 0.02% | Reduce -76.9% | 3,848 | $240K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -65.0% | 3,843 | $240K |
| Aster Capital Management (DIFC) Ltd | 0.05% | Reduce -61.7% | 3,833 | $239K |
| Rafferty Asset Management, LLC | 0.00% | Add +1.9% | 3,822 | $238K |
| Procyon Advisors, LLC | 0.02% | Reduce -2.5% | 3,810 | $238K |
| Wealth Management Strategies, Inc. | 0.13% | Reduce -0.2% | 3,808 | $238K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.7% | 3,737 | $237K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -1.5% | 3,794 | $237K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 3,770 | $235K |
| Trivium Point Advisory, LLC | 0.03% | Add +0.5% | 3,761 | $235K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 3,747 | $234K |
| Tompkins Financial Corp. | 0.02% | No change | 3,720 | $232K |
| Composition Wealth, LLC | 0.00% | New | 3,715 | $232K |
| Keynote Financial Services LLC | 0.16% | No change | 3,710 | $231K |
| Battery Global Advisors, LLC | 0.11% | No change | 3,655 | $231K |
| Parallel Advisors, LLC | 0.00% | Reduce -10.8% | 3,705 | $231K |
| XTX Topco Ltd | 0.01% | New | 3,686 | $230K |
| Meeder Advisory Services, Inc. | 0.01% | Add +8.7% | 3,686 | $230K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.5% | 3,676 | $229K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.1% | 3,669 | $229K |
| Capital Planning Advisors, LLC | 0.03% | Add +0.1% | 3,647 | $228K |
| Sawyer & Company, Inc | 0.08% | Reduce -46.1% | 3,170 | $227K |
| Fiera Capital Corp | 0.00% | No change | 3,627 | $226K |
| CI Investments Inc. | 0.00% | Reduce -22.6% | 3,602 | $225K |
| LexAurum Advisors, LLC | 0.04% | No change | 3,602 | $225K |
| 111 Capital | 0.04% | New | 3,598 | $224K |
| Fisher Asset Management | 0.00% | Reduce -20.0% | 3,596 | $224K |
| iA Global Asset Management Inc. | 0.00% | Add +4.0% | 3,584 | $224K |
| National Pension Service | 0.00% | Add +340.4% | 3,576 | $223K |
| Capital Investment Advisors, LLC | 0.00% | Add +2.4% | 3,560 | $222K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.3% | 3,539 | $221K |
| Venture Visionary Partners LLC | 0.01% | Reduce -4.7% | 3,520 | $220K |
| King Wealth Management Group | 0.03% | No change | 3,495 | $218K |
| FJ Capital Management LLC | 0.02% | New | 3,476 | $217K |
| OneAscent Financial Services LLC | 0.02% | New | 3,423 | $216K |
| LVW Advisors, LLC | 0.02% | No change | 3,406 | $212K |
| Detalus Advisors, LLC | 0.06% | No change | 3,400 | $212K |
| Private Advisory Group LLC | 0.02% | Reduce -36.1% | 3,400 | $212K |
| Clearview Wealth Advisors LLC | 0.15% | Reduce -0.8% | 3,399 | $212K |
| GC Wealth Management RIA, LLC | 0.02% | New | 3,383 | $211K |
| Perbak Capital Partners LLP | 0.05% | New | 3,370 | $210K |
| Focused Wealth Management, Inc | 0.03% | Add +1.0% | 3,366 | $210K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -43.8% | 3,355 | $209K |
| SWP Financial LLC | 0.11% | Reduce -3.3% | 3,352 | $209K |
| Sage Rhino Capital LLC | 0.04% | New | 3,342 | $208K |
| Aptus Capital Advisors, LLC | 0.00% | New | 3,328 | $208K |
| Bourgeon Capital Management LLC | 0.04% | No change | 3,300 | $206K |
| Martingale Asset Management L P | 0.01% | Reduce -97.5% | 3,291 | $205K |
| GAMMA Investing LLC | 0.01% | Add +27.9% | 3,287 | $205K |
| Summit Wealth Group LLC / Co. | 0.05% | — | 3,219 | $204K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -22.5% | 3,260 | $203K |
| Motco | 0.02% | Add +6.3% | 3,139 | $201K |
| UMB Bank, n.a. | 0.00% | Add +7.6% | 3,211 | $200K |
| Farringdon Capital, Ltd. | 0.07% | New | 3,210 | $200K |
| Raleigh Capital Management Inc. | 0.08% | Reduce -5.4% | 3,187 | $199K |
| Siemens Fonds Invest GmbH | 0.01% | Add +30.4% | 3,110 | $194K |
| American National Bank & Trust | 0.02% | New | 3,100 | $193K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 3,034 | $189K |
| Spire Wealth Management | 0.01% | Reduce -1.8% | 2,997 | $187K |
| HM Payson & Co. | 0.00% | No change | 2,990 | $187K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -2.5% | 2,982 | $186K |
| Bfsg, LLC | 0.02% | Add +2.4% | 2,803 | $175K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.5% | 2,768 | $173K |
| Trust Co. of Vermont | 0.01% | No change | 2,691 | $168K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -87.8% | 2,612 | $163K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,600 | $162K |
| IAG Wealth Partners, LLC | 0.02% | Add +0.2% | 2,499 | $156K |
| Larson Financial Group LLC | 0.01% | Reduce -40.5% | 2,473 | $154K |
| Atlantic Union Bankshares Corp | 0.00% | New | 2,470 | $154K |
| Brooklyn Investment Group | 0.02% | Add +277.3% | 2,441 | $152K |
| AllSquare Wealth Management LLC | 0.09% | No change | 2,440 | $152K |
| Globeflex Capital L P | 0.01% | New | 2,432 | $152K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +1.6% | 2,416 | $151K |
| Advisors Asset Management, Inc. | 0.00% | Add +5.1% | 2,176 | $136K |
| Concord Wealth Partners | 0.02% | Add +14.9% | 2,055 | $128K |
| CENTRAL TRUST Co | 0.00% | Add +34.7% | 2,047 | $128K |
| Westend Capital Management, LLC | 0.04% | No change | 2,000 | $125K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.2% | 1,965 | $123K |
| Cary Street Partners Financial LLC | 0.00% | New | 1,843 | $115K |
| CoreCap Advisors, LLC | 0.00% | Add +26.3% | 1,825 | $114K |
| Catalyst Capital Advisors LLC | 0.00% | Add +14.8% | 1,813 | $113K |
| Hanson & Doremus Investment Management | 0.02% | Add +34.1% | 1,810 | $113K |
| Vision Financial Markets LLC | 0.11% | New | 1,800 | $112K |
| Rise Advisors, LLC | 0.04% | Add +1.0% | 1,715 | $107K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 1,511 | $105K |
| Fairscale Capital, LLC | 0.07% | No change | 1,600 | $103K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.9% | 1,636 | $102K |
| Asset Planning,Inc | 0.07% | No change | 1,540 | $96K |
| ORG Partners LLC | 0.02% | Add +1.3% | 1,507 | $95K |
| Avondale Wealth Management | 0.05% | New | 1,500 | $94K |
| Pillar Financial Advisors, LLC | 0.06% | No change | 1,489 | $93K |
| Whittier Trust Co. | 0.00% | Add +33.6% | 1,470 | $92K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -0.1% | 1,435 | $90K |
| SouthState Bank Corp | 0.00% | Reduce -0.6% | 1,431 | $89K |
| Cary Street Partners Investment Advisory LLC | 0.04% | New | 1,405 | $88K |
| National Bank of Canada | 0.00% | Add +41.2% | 1,381 | $86K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -55.1% | 1,334 | $83K |
| Winch Advisory Services, LLC | 0.02% | Add +1.5% | 1,307 | $82K |
| Bangor Savings Bank | 0.01% | Add +53.5% | 1,305 | $81K |
| FSA Wealth Management LLC | 0.03% | No change | 1,298 | $81K |
| North Star Investment Management Corp. | 0.01% | Reduce -13.7% | 1,249 | $78K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -7.6% | 1,217 | $76K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 1,170 | $73K |
| Addison Advisors LLC | 0.02% | No change | 1,136 | $71K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,135 | $71K |
| Proathlete Wealth Management LLC | 0.02% | Add +1.5% | 1,113 | $69K |
| Hurley Capital, LLC | 0.05% | Add +1.5% | 1,067 | $67K |
| Roxbury Financial LLC | 0.06% | No change | 1,031 | $64K |
| Bessemer Group Inc. | 0.00% | Add +22.9% | 1,034 | $64K |
| Kiker Wealth Management, LLC | 0.04% | No change | 1,021 | $64K |
| Huntington National Bank | 0.00% | Add +9.0% | 997 | $62K |
| Key Financial Inc | 0.01% | No change | 991 | $62K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 964 | $60K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 961 | $60K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -29.6% | 951 | $59K |
| Eastern Bank | 0.00% | Reduce -4.8% | 919 | $57K |
| Blue Trust, Inc. | 0.00% | Add +34.8% | 919 | $57K |
| MCF Advisors LLC | 0.00% | No change | 891 | $56K |
| Hoey Investments, Inc. | 0.01% | No change | 887 | $55K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $55K |
| Plato Investment Management Ltd | 0.00% | No change | 877 | $55K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 870 | $54K |
| Bare Financial Services, Inc | 0.02% | No change | 865 | $54K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 800 | $50K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -48.3% | 766 | $48K |
| Ancora Advisors LLC | 0.00% | Add +0.5% | 750 | $47K |
| Olistico Wealth, LLC | 0.03% | New | 735 | $46K |
| Tortoise Investment Management, LLC | 0.00% | Add +1.6% | 708 | $44K |
| Financial Management Professionals, Inc. | 0.01% | No change | 696 | $44K |
| Hilltop National Bank | 0.01% | — | 694 | $43K |
| Millstone Evans Group, LLC | 0.03% | No change | 672 | $42K |
| Truvestments Capital LLC | 0.01% | No change | 662 | $41K |
| REAP Financial Group, LLC | 0.01% | Add +56.4% | 660 | $41K |
| Versant Capital Management, Inc | 0.01% | Add +9.1% | 658 | $41K |
| Wolff Wiese Magana LLC | 0.02% | Reduce -30.4% | 644 | $40K |
| Cheviot Value Management, LLC | 0.00% | No change | 608 | $40K |
| V-Square Quantitative Management LLC | 0.01% | New | 642 | $40K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.9% | 632 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 614 | $38K |
| Ridgewood Investments LLC | 0.02% | No change | 600 | $37K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 600 | $37K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 583 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -39.4% | 547 | $34K |
| Strengthening Families & Communities, LLC | 0.02% | Add +1.5% | 549 | $34K |
| City State Bank | 0.01% | No change | 518 | $32K |
| Headlands Technologies LLC | 0.00% | New | 477 | $30K |
| Creekmur Asset Management LLC | 0.01% | Add +36.3% | 473 | $29K |
| Richardson Financial Services Inc. | 0.02% | No change | 463 | $29K |
| MTM Investment Management, LLC | 0.01% | New | 455 | $28K |
| Covestor Ltd | 0.02% | Reduce -4.3% | 406 | $26K |
| First United Bank & Trust | 0.01% | No change | 415 | $26K |
| Quarry LP | 0.01% | Reduce -93.5% | 407 | $25K |
| Heritage Wealth Advisors | 0.00% | No change | 402 | $25K |
| ESL Trust Services, LLC | 0.01% | No change | 400 | $25K |
| Nemes Rush Group LLC | 0.00% | Add +1.3% | 386 | $24K |
| True Wealth Design, LLC | 0.01% | Add +1.9% | 379 | $24K |
| Ameriflex Group, Inc. | 0.01% | Reduce -80.0% | 375 | $24K |
| Montag A & Associates Inc. | 0.00% | No change | 370 | $23K |
| Clearstead Advisors, LLC | 0.00% | Add +631.4% | 373 | $23K |
| Fortitude Family Office, LLC | 0.01% | Add +253.4% | 364 | $23K |
| Thompson Investment Management, Inc. | 0.00% | No change | 349 | $22K |
| Rossby Financial, LCC | 0.01% | No change | 348 | $22K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 348 | $22K |
| Robbins Farley | 0.01% | No change | 345 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 334 | $21K |
| Monetary Management Group Inc. | 0.00% | New | 305 | $19K |
| Caldwell Trust Co | 0.00% | No change | 300 | $19K |
| TD Private Client Wealth LLC | 0.00% | Add +19.3% | 297 | $19K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 293 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +14.1% | 292 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 285 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.4% | 246 | $15K |
| Salomon & Ludwin, LLC | 0.00% | Add +65.1% | 241 | $15K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 230 | $14K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $14K |
| Beacon Capital Management, Inc. | 0.00% | New | 224 | $14K |
| GoalVest Advisory LLC | 0.00% | No change | 222 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 219 | $14K |
| Paladin Advisory Group, LLC | 0.01% | Reduce -63.2% | 220 | $14K |
| Nova Wealth Management, Inc. | 0.01% | No change | 210 | $13K |
| Meeder Asset Management Inc. | 0.00% | Add +144.1% | 205 | $13K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -77.5% | 201 | $13K |
| Smithfield Trust Co | 0.00% | No change | 200 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +24.1% | 180 | $11K |
| 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 |
| Tidemark, LLC | 0.00% | New | 144 | $9K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 141 | $9K |
| Blume Capital Management, Inc. | 0.00% | Reduce -3.6% | 134 | $8K |
| Beacon Capital Management, LLC | 0.00% | Add +1.5% | 133 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -57.2% | 125 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 130 | $8K |
| Atticus Wealth Management, LLC | 0.00% | New | 124 | $8K |
| Transce3nd, LLC | 0.00% | Add +34.1% | 122 | $8K |
| First Community Trust NA | 0.01% | No change | 120 | $7K |
| Sierra Ocean, LLC | 0.01% | Reduce -12.2% | 115 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 115 | $7K |
| Dogwood Wealth Management LLC | 0.00% | Add +60.6% | 114 | $7K |
| Westside Investment Management, Inc. | 0.00% | New | 112 | $7K |
| Briaud Financial Planning Inc | 0.00% | New | 113 | $7K |
| Park Square Financial Group, LLC | 0.01% | No change | 110 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -6.0% | 109 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 108 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -80.9% | 104 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 100 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 87 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 91 | $6K |
| High Note Wealth, LLC | 0.00% | Reduce -2.2% | 90 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 87 | $5K |
| Essential Partners LLC | 0.00% | — | 85 | $5K |
| Birchbrook, Inc. | 0.00% | No change | 80 | $5K |
| ASR Vermogensbeheer N.V. | 0.00% | Add +1.3% | 80 | $5K |
| Bokf, NA | 0.00% | No change | 68 | $4K |
| Cohen & Steers, Inc. | 0.00% | No change | 71 | $4K |
| Sachetta, LLC | 0.00% | Add +21.6% | 62 | $4K |
| Salem Investment Counselors Inc. | 0.00% | New | 50 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 48 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 45 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 40 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +200.0% | 36 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 36 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -20.5% | 31 | $2K |
| Red Tortoise LLC | 0.00% | No change | 32 | $2K |
| Evolution Wealth Management Inc. | 0.00% | — | 31 | $2K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 26 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 24 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +4.8% | 22 | $1K |
| CVA Family Office, LLC | 0.00% | New | 20 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 18 | $1K |
| Total Investment Management Inc. | 0.00% | New | 18 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +6.3% | 17 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $873 |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 12 | $749 |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $697 |
| Quaker Wealth Management, LLC | 0.00% | — | 8 | $500 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -55.6% | 8 | $500 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 8 | $499 |
| Stephens Consulting, LLC | 0.00% | New | 6 | $375 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $374 |
| Crewe Advisors LLC | 0.00% | No change | 5 | $312 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 4 | $250 |
| American Capital Advisory, LLC | 0.00% | No change | 4 | $250 |
| Scarborough Advisors, LLC | 0.00% | New | 4 | $250 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -84.2% | 3 | $187 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $125 |
| Activest Wealth Management | 0.00% | New | 1 | $62 |
| Coston, McIsaac & Partners | 0.00% | New | 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.