WP CareyWPC
13F holders, Q3 2025 (September 30)820holders −1
74new positions
67sold out
6famous investors
$67.69avg. 13F price*
At the end of Q3 2025, 820 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, down 1 from Q2 2025. 74 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.9B) and State Street Corp. ($844.1M). 6 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $82.5M |
| Exits | 67 | $103.9M |
All 13F filers, Q2 2025 → Q3 2025: 10,920,704 shares bought and 8,925,286 shares sold, net +1,995,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 820 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.5% | 30,625,541 | $2.1B |
| BlackRock, Inc. | 0.03% | Add +1.1% | 28,055,931 | $1.9B |
| State Street Corp. | 0.03% | Add +1.0% | 12,329,159 | $844.1M |
| Geode Capital Management, LLC | 0.02% | Add +1.7% | 4,685,298 | $315.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -8.4% | 4,671,692 | $315.7M |
| Invesco Ltd. | 0.04% | Add +416.8% | 3,892,462 | $263.0M |
| Massachusetts Financial Services Co. | 0.08% | Add +1.5% | 3,771,487 | $254.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.6% | 3,171,690 | $214.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.3% | 2,803,719 | $189.4M |
| Northern Trust Corp. | 0.02% | Reduce -3.5% | 2,626,609 | $177.5M |
| Legal & General Group Plc | 0.04% | Add +0.8% | 2,570,295 | $173.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.7% | 2,154,890 | $145.6M |
| Morgan Stanley | 0.01% | Reduce -1.5% | 1,816,629 | $122.7M |
| Equity Investment Corp. | 2.24% | Reduce -12.4% | 1,582,443 | $106.9M |
| UBS Group AG | 0.02% | Add +6.7% | 1,546,982 | $104.5M |
| Bank of America Corp. | 0.01% | Add +19.4% | 1,346,490 | $91.0M |
| Wellington Management Group LLP | 0.01% | Add +1183.6% | 1,130,402 | $76.4M |
| APG Asset Management US Inc. | 0.46% | Add +12.8% | 916,606 | $62.8M |
| Advisors Capital Management, LLC | 0.78% | Add +4.5% | 914,969 | $61.8M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -11.4% | 872,381 | $58.9M |
| Barclays PLC | 0.02% | Add +331.0% | 861,430 | $58.2M |
| HSBC Holdings PLC | 0.03% | Add +52.1% | 851,077 | $57.5M |
| Captrust Financial Advisors | 0.12% | Add +9.2% | 842,106 | $56.9M |
| LPL Financial LLC | 0.02% | Add +9.4% | 827,789 | $55.9M |
| Ameriprise Financial Inc. | 0.01% | Add +5.2% | 824,762 | $55.8M |
| Victory Capital Management Inc. | 0.03% | Reduce -2.5% | 731,940 | $49.5M |
| California Public Employees Retirement System | 0.03% | Reduce -15.4% | 726,655 | $49.1M |
| Robeco Institutional Asset Management B.V. | 0.07% | Reduce -13.7% | 712,132 | $48.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.7% | 675,376 | $45.6M |
| First Trust Advisors LP | 0.03% | Reduce -10.8% | 656,892 | $44.4M |
| Rhumbline Advisers | 0.04% | Reduce -2.8% | 655,371 | $44.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 651,816 | $44.0M |
| Swiss National Bank | 0.02% | Reduce -4.8% | 631,151 | $42.6M |
| Millennium Management | 0.03% | Reduce -7.8% | 620,304 | $41.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.4% | 607,668 | $41.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.0% | 596,163 | $40.3M |
| Zacks Investment Management | 0.31% | Add +0.4% | 571,938 | $38.6M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +10.6% | 546,425 | $37.2M |
| Marshall Wace, LLP | 0.04% | New | 508,158 | $34.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.0% | 486,273 | $32.9M |
| AQR Capital Management | 0.02% | Add +105.0% | 483,912 | $32.6M |
| Private Management Group Inc. | 0.96% | Reduce -1.4% | 477,509 | $32.3M |
| Alyeska Investment Group, L.P. | 0.10% | Reduce -9.5% | 470,809 | $31.8M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -1.3% | 457,594 | $30.9M |
| Schonfeld Strategic Advisors LLC | 0.22% | Add +2362.2% | 456,623 | $30.9M |
| Amundi | 0.01% | Add +15.6% | 446,952 | $30.5M |
| California State Teachers Retirement System | 0.03% | Add +12.7% | 424,890 | $28.7M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +3.6% | 388,913 | $26.3M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 384,349 | $26.0M |
| Public Employees Retirement System of Ohio | 0.08% | Reduce -0.5% | 382,385 | $25.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +10.8% | 372,212 | $25.2M |
| FMR LLC | 0.00% | Reduce -32.6% | 371,311 | $25.1M |
| Cwm, LLC | 0.08% | Add +1973.5% | 371,180 | $25.1M |
| Gillson Capital LP | 2.15% | Reduce -16.1% | 367,367 | $24.8M |
| Brown Advisory Inc. | 0.03% | Reduce -0.2% | 364,001 | $24.6M |
| Rakuten Investment Management, Inc. | 0.09% | — | 212,445 | $24.4M |
| Deutsche Bank AG | 0.01% | Add +1.6% | 358,607 | $24.2M |
| Cetera Investment Advisers | 0.03% | Add +27.8% | 354,722 | $24.0M |
| Berkshire Asset Management LLC | 0.95% | Add +0.4% | 329,526 | $22.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.1% | 320,180 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -19.0% | 319,936 | $21.6M |
| Nuveen, LLC | 0.01% | Reduce -1.4% | 316,194 | $21.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +46.7% | 310,200 | $21.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +133.6% | 311,841 | $21.1M |
| Franklin Resources Inc. | 0.01% | Add +0.6% | 305,467 | $20.6M |
| Citigroup Inc. | 0.01% | Add +2.0% | 304,680 | $20.6M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -1.3% | 295,953 | $20.0M |
| TruWealth Advisors, LLC | 1.00% | Add +15.5% | 293,304 | $19.8M |
| Geneos Wealth Management Inc. | 0.49% | Reduce -3.0% | 283,065 | $19.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +149.8% | 283,045 | $19.1M |
| KLP Kapitalforvaltning As | 0.08% | Reduce -9.1% | 279,500 | $19.1M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.1% | 264,774 | $17.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.11% | Add +2.5% | 258,690 | $17.5M |
| Two Sigma Investments, LP | 0.03% | Add +67.1% | 252,883 | $17.1M |
| Macquarie Group Ltd. | 0.02% | Add +102.1% | 260,266 | $16.9M |
| Osaic Holdings, Inc. | 0.02% | Add +9.7% | 238,044 | $16.1M |
| Jain Global LLC | 0.22% | Reduce -33.4% | 235,431 | $15.9M |
| Allianz Asset Management GmbH | 0.02% | Reduce -26.1% | 230,112 | $15.5M |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 227,244 | $15.4M |
| Achmea Investment Management B.V. | 0.18% | No change | 213,363 | $14.4M |
| American Century Companies Inc. | 0.01% | Add +24.9% | 211,986 | $14.3M |
| CSM Advisors, LLC | 0.40% | Reduce -9.2% | 211,089 | $14.3M |
| Lighthouse Investment Partners, LLC | 0.51% | Reduce -20.8% | 210,000 | $14.2M |
| Carnegie Investment Counsel | 0.27% | Add +9.3% | 208,638 | $14.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +17.5% | 201,430 | $13.6M |
| Renaissance Technologies | 0.02% | Add +51.1% | 185,800 | $12.6M |
| BNP Paribas Financial Markets | 0.01% | Add +0.7% | 182,562 | $12.3M |
| Sonora Investment Management Group, LLC | 0.87% | Reduce -0.3% | 182,282 | $12.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -11.2% | 181,007 | $12.2M |
| Greenland Capital Management LP | 1.90% | Add +115.2% | 180,815 | $11.8M |
| Aviva PLC | 0.02% | Add +7.0% | 174,261 | $11.8M |
| Korea Investment CORP | 0.02% | Add +61.7% | 173,730 | $11.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.6% | 167,245 | $11.3M |
| Truist Financial Corp. | 0.02% | Add +0.3% | 165,278 | $11.2M |
| Tectonic Advisors LLC | 0.60% | New | 163,031 | $11.0M |
| New York State Teachers Retirement System | 0.02% | Add +1.8% | 162,348 | $11.0M |
| Quantinno Capital Management LP | 0.03% | Add +18.4% | 161,905 | $10.9M |
| DAVENPORT & Co LLC | 0.06% | Reduce -0.0% | 155,590 | $10.5M |
| AXA Investment Managers S.A. | 0.03% | — | 151,885 | $10.3M |
| Candriam S.C.A. | 0.05% | Add +2.5% | 151,305 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.7% | 147,488 | $10.0M |
| Aberdeen Group plc | 0.02% | Add +2.7% | 146,838 | $9.9M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +0.7% | 145,962 | $9.9M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 143,926 | $9.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.5% | 142,700 | $9.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -13.6% | 140,210 | $9.5M |
| Illinois Municipal Retirement Fund | 0.12% | Reduce -8.2% | 138,647 | $9.4M |
| Storebrand Asset Management As | 0.02% | Add +67.0% | 135,798 | $9.2M |
| Cullen/Frost Bankers, Inc. | 0.11% | Reduce -1.4% | 135,531 | $9.2M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Add +2.2% | 134,948 | $9.1M |
| Two Sigma Advisers, LP | 0.02% | Reduce -13.7% | 130,600 | $8.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +5.5% | 130,037 | $8.8M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -0.7% | 129,729 | $8.8M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +5.8% | 127,862 | $8.7M |
| Allworth Financial LP | 0.04% | Reduce -2.4% | 128,467 | $8.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +0.7% | 127,311 | $8.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +62.5% | 126,014 | $8.5M |
| Ontario Teachers Pension Plan Board | 0.20% | Add +23.4% | 122,544 | $8.3M |
| Van Eck Associates Corp. | 0.01% | Add +8.7% | 122,138 | $8.3M |
| Seneca House Advisors | 3.31% | Add +2.5% | 121,363 | $8.2M |
| MML Investors Services, LLC | 0.02% | Reduce -21.2% | 119,986 | $8.1M |
| MetLife Investment Management, LLC | 0.04% | Reduce -4.4% | 118,649 | $8.0M |
| Crawford Investment Counsel Inc. | 0.13% | Add +1.2% | 118,222 | $8.0M |
| New York State Common Retirement Fund | 0.01% | Add +0.5% | 115,438 | $7.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +2.2% | 115,023 | $7.8M |
| Verdence Capital Advisors LLC | 0.45% | No change | 116,221 | $7.8M |
| Danske Bank A/S | 0.02% | Add +5.4% | 114,538 | $7.7M |
| State of Wisconsin Investment Board | 0.02% | Reduce -3.7% | 114,372 | $7.7M |
| Waterfront Capital Partners, LLC | 5.04% | Reduce -41.8% | 114,000 | $7.7M |
| Pacer Advisors, Inc. | 0.02% | Add +14.1% | 113,835 | $7.7M |
| Rock Point Advisors, LLC | 2.02% | Reduce -0.6% | 112,990 | $7.6M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -29.9% | 111,896 | $7.6M |
| Creative Planning | 0.01% | Add +26.0% | 110,350 | $7.5M |
| Sei Investments Co. | 0.01% | Add +8.1% | 104,786 | $7.1M |
| Verition Fund Management LLC | 0.04% | New | 102,977 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +17.8% | 102,703 | $6.9M |
| APG Asset Management N.V. | 0.02% | No change | 120,700 | $6.9M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -7.1% | 101,136 | $6.8M |
| Amalgamated Bank | 0.05% | Reduce -0.0% | 100,237 | $6.8M |
| Daiwa Securities Group Inc. | 0.02% | Add +2.9% | 99,736 | $6.7M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -8.7% | 98,574 | $6.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.9% | 96,232 | $6.5M |
| Prudential Financial Inc. | 0.01% | Reduce -17.7% | 94,332 | $6.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -13.3% | 87,362 | $5.9M |
| Dupree Financial Group, LLC | 2.27% | Add +3.5% | 86,389 | $5.8M |
| Sheets Smith Wealth Management | 0.65% | Reduce -6.8% | 85,510 | $5.8M |
| Prairiewood Capital, LLC | 1.92% | Add +8.3% | 85,495 | $5.8M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 85,334 | $5.8M |
| Prudential PLC | 0.04% | New | 84,748 | $5.7M |
| Andra AP-fonden | 0.07% | Reduce -48.2% | 83,200 | $5.6M |
| Mariner, LLC | 0.01% | Add +28.4% | 82,960 | $5.6M |
| STRS Ohio | 0.02% | Reduce -65.0% | 80,883 | $5.5M |
| IFM Investors Pty Ltd | 0.05% | Add +0.6% | 78,512 | $5.4M |
| Te Ahumairangi Investment Management Ltd | 0.91% | Add +1.2% | 79,497 | $5.4M |
| Heitman Real Estate Securities LLC | 0.37% | Add +24.2% | 79,403 | $5.4M |
| Yousif Capital Management, LLC | 0.06% | Reduce -6.1% | 78,083 | $5.3M |
| Advocate Group LLC | 0.87% | Add +0.4% | 78,016 | $5.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -71.8% | 74,475 | $5.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 74,000 | $5.0M |
| Meritage Portfolio Management | 0.33% | Reduce -1.6% | 73,810 | $5.0M |
| Adams Asset Advisors, LLC | 0.63% | Reduce -0.8% | 71,438 | $4.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Reduce -0.1% | 71,048 | $4.8M |
| Cohen Capital Management, Inc. | 0.74% | Add +0.0% | 70,141 | $4.7M |
| Focus Partners Wealth | 0.01% | Reduce -0.3% | 69,048 | $4.7M |
| NewSquare Capital LLC | 0.31% | Add +0.4% | 68,673 | $4.6M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 68,120 | $4.6M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +6.4% | 67,825 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -10.0% | 66,958 | $4.5M |
| Cibc World Market Inc. | 0.01% | Add +3.0% | 66,186 | $4.5M |
| CIBC Bancorp USA Inc. | 0.03% | — | 65,407 | $4.4M |
| UniSuper Management Pty Ltd | 0.03% | No change | 65,400 | $4.4M |
| Arizona State Retirement System | 0.02% | Add +0.8% | 64,534 | $4.4M |
| Forsta Ap-Fonden | 0.03% | Add +7.5% | 64,200 | $4.3M |
| TT Capital Management LLC | 3.20% | Reduce -6.6% | 61,992 | $4.2M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -3.6% | 61,601 | $4.2M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -19.1% | 61,353 | $4.1M |
| Louisiana State Employees Retirement System | 0.07% | Reduce -1.0% | 61,000 | $4.1M |
| Swedbank AB | 0.00% | Add +24.2% | 60,596 | $4.1M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -0.6% | 60,392 | $4.1M |
| State of Michigan Retirement System | 0.02% | Reduce -1.0% | 59,800 | $4.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 58,800 | $4.0M |
| Ieq Capital, LLC | 0.01% | Add +1175.9% | 57,876 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -10.4% | 57,858 | $3.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +321.7% | 57,481 | $3.9M |
| Cresset Asset Management, LLC | 0.02% | Add +2.0% | 54,586 | $3.7M |
| Neuberger Berman Group LLC | 0.00% | Add +41.9% | 54,905 | $3.7M |
| Brown, Lisle/Cummings, Inc. | 0.93% | Add +11.3% | 53,601 | $3.6M |
| Alpha Omega Wealth Management LLC | 0.58% | Reduce -1.8% | 51,838 | $3.5M |
| Metis Global Partners, LLC | 0.08% | Add +33.1% | 51,820 | $3.5M |
| Creegan & Nassoura Financial Group, LLC | 2.25% | Reduce -9.4% | 51,655 | $3.5M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -1.3% | 50,925 | $3.4M |
| Romano Brothers and Company | 0.39% | Reduce -3.3% | 50,235 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +1.1% | 49,535 | $3.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -0.2% | 48,812 | $3.3M |
| Schroder Investment Management Group | 0.00% | Add +52.3% | 48,302 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -7.7% | 47,241 | $3.2M |
| Bank of Montreal | 0.00% | Add +5.1% | 46,966 | $3.2M |
| Corient Private Wealth LP | 0.01% | Add +0.0% | 46,842 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.0% | 46,820 | $3.2M |
| Uniplan Investment Counsel, Inc. | 0.32% | New | 46,581 | $3.1M |
| Pensionfund PDN | 2.03% | No change | 46,300 | $3.1M |
| Ostrum Asset Management | 0.14% | Add +18.6% | 45,938 | $3.1M |
| Freedom Financial Partners LLC | 1.18% | Add +0.3% | 45,757 | $3.1M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -94.5% | 45,353 | $3.1M |
| HighPoint Advisor Group LLC | 0.15% | Add +13.0% | 45,188 | $3.1M |
| New Age Alpha Advisors, LLC | 0.13% | Reduce -3.3% | 44,856 | $3.0M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -1.2% | 44,160 | $3.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -1.6% | 44,119 | $3.0M |
| Pensionfund Sabic | 0.81% | Reduce -4.4% | 43,804 | $3.0M |
| Capital Square, LLC | 1.51% | Reduce -3.3% | 43,771 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +6.5% | 43,517 | $2.9M |
| New Mexico Educational Retirement Board | 0.09% | No change | 43,400 | $2.9M |
| Presima Securities ULC | 0.80% | Add +26.7% | 42,862 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.4% | 42,752 | $2.9M |
| QRG Capital Management, Inc. | 0.03% | Reduce -69.3% | 42,120 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Add +6.0% | 41,478 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -3.5% | 41,050 | $2.8M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Add +31.1% | 40,040 | $2.7M |
| Signet Financial Management, LLC | 0.31% | Add +0.1% | 39,551 | $2.7M |
| DNB Asset Management AS | 0.01% | Add +3.9% | 38,987 | $2.6M |
| Sfmg, LLC | 0.18% | Add +0.7% | 38,498 | $2.6M |
| Xponance LLC | 0.02% | Add +1.0% | 38,183 | $2.6M |
| Meixler Investment Management, Ltd. | 1.52% | Reduce -2.1% | 36,698 | $2.5M |
| Arkadios Wealth Advisors | 0.06% | Add +1.4% | 36,430 | $2.5M |
| Utah Retirement Systems | 0.02% | No change | 35,703 | $2.4M |
| Toronto Dominion Bank | 0.00% | Reduce -10.4% | 35,588 | $2.4M |
| Investmark Advisory Group LLC | 1.03% | Add +2.2% | 35,297 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +0.7% | 34,957 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +7.0% | 34,937 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.0% | 34,933 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +11.3% | 34,363 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -4.2% | 34,246 | $2.3M |
| Weaver Consulting Group | 0.59% | Add +1.1% | 34,208 | $2.3M |
| Graham Capital Wealth Management, LLC | 2.33% | Reduce -7.8% | 33,624 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -15.9% | 32,849 | $2.3M |
| XML Financial, LLC | 0.18% | Reduce -6.2% | 32,949 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Add +49.4% | 32,673 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -2.8% | 32,602 | $2.2M |
| Wellington Shields Capital Management, LLC | 0.33% | No change | 31,777 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.30% | Add +43.1% | 34,179 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -8.6% | 31,472 | $2.1M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -67.0% | 30,590 | $2.1M |
| Waldron Private Wealth LLC | 0.08% | No change | 30,074 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -14.6% | 30,197 | $2.0M |
| New Insight Wealth Advisors | 0.76% | Reduce -22.3% | 29,762 | $2.0M |
| &partners | 0.01% | Add +5.3% | 29,962 | $2.0M |
| Consolidated Portfolio Review Corp | 0.25% | Reduce -1.1% | 28,899 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -13.7% | 28,693 | $1.9M |
| BridgePort Financial Solutions, LLC | 0.51% | Reduce -1.1% | 28,354 | $1.9M |
| Gradient Capital Advisors, LLC | 0.51% | Reduce -1.2% | 28,200 | $1.9M |
| Griffin Asset Management, Inc. | 0.21% | Reduce -12.8% | 28,109 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Add +22.5% | 27,900 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.9% | 27,044 | $1.8M |
| KBC Group NV | 0.00% | No change | 26,730 | $1.8M |
| Excalibur Management Corp. | 0.65% | Reduce -0.1% | 26,541 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -22.9% | 26,428 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Reduce -1.9% | 26,278 | $1.8M |
| OP Asset Management Ltd | 0.02% | No change | 25,737 | $1.7M |
| Cozad Asset Management Inc. | 0.14% | Reduce -0.4% | 25,637 | $1.7M |
| Fiduciary Alliance LLC | 0.12% | Add +2.1% | 25,455 | $1.7M |
| TD Asset Management Inc | 0.00% | Reduce -41.1% | 24,785 | $1.7M |
| Inspire Investing, LLC | 0.16% | Reduce -2.7% | 24,720 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Add +4.2% | 24,698 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +7.6% | 24,577 | $1.7M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -6.3% | 24,809 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.4% | 24,163 | $1.6M |
| Hilltop Partners LLC | 0.49% | Reduce -8.5% | 24,026 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +90.9% | 24,212 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Add +0.2% | 23,810 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +0.7% | 23,260 | $1.6M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -33.1% | 23,250 | $1.6M |
| Penserra Capital Management LLC | 0.02% | Add +3.3% | 22,800 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +4.2% | 22,714 | $1.5M |
| Tredje AP-fonden | 0.01% | Reduce -33.3% | 22,678 | $1.5M |
| Inceptionr LLC | 0.37% | Add +110.9% | 22,665 | $1.5M |
| New York Life Investment Management LLC | 0.01% | Reduce -3.2% | 22,488 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.10% | Reduce -0.2% | 22,384 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.3% | 22,269 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | Reduce -19.1% | 21,851 | $1.5M |
| Jeppson Wealth Management, LLC | 0.47% | Reduce -1.7% | 21,671 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | New | 21,641 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +1.4% | 21,279 | $1.4M |
| Clarion Wealth Managment Partners, LLC | 1.41% | Add +0.6% | 21,213 | $1.4M |
| NEOS Investment Management LLC | 0.01% | Add +102.8% | 21,158 | $1.4M |
| Ethic Inc. | 0.02% | Add +22.1% | 21,108 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +89.9% | 20,946 | $1.4M |
| Erste Asset Management GmbH | 0.01% | No change | 20,200 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 20,336 | $1.4M |
| Nordea Investment Management AB | 0.00% | Add +22.1% | 20,112 | $1.4M |
| NorthRock Partners, LLC | 0.02% | New | 20,029 | $1.4M |
| Moors & Cabot, Inc. | 0.06% | Reduce -5.9% | 19,825 | $1.3M |
| Quantbot Technologies LP | 0.04% | New | 19,627 | $1.3M |
| Associated Banc-Corp | 0.03% | Reduce -12.0% | 19,366 | $1.3M |
| Avanza Fonder AB | 0.03% | No change | 19,199 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Add +0.2% | 19,104 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.1% | 18,926 | $1.3M |
| Arax Advisory Partners | 0.02% | Add +75.8% | 18,496 | $1.2M |
| FJ Capital Management LLC | 0.13% | Add +425.2% | 18,255 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -33.4% | 18,218 | $1.2M |
| Naviter Wealth, LLC | 0.14% | Add +0.7% | 17,663 | $1.2M |
| GMO | 0.00% | No change | 17,871 | $1.2M |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -5.1% | 17,408 | $1.2M |
| AlphaQuest LLC | 0.08% | No change | 17,357 | $1.2M |
| Entropy Technologies, LP | 0.09% | Add +0.5% | 17,269 | $1.2M |
| HORAN Wealth, LLC | 0.18% | Reduce -4.0% | 17,224 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +148.6% | 17,166 | $1.2M |
| Harbor Investment Advisory, LLC | 0.10% | Add +0.0% | 17,147 | $1.2M |
| Summit Securities Group LLC | 0.38% | New | 17,000 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.8% | 16,603 | $1.1M |
| Carnegie Lake Advisors LLC | 0.43% | Add +0.0% | 16,526 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.6% | 16,401 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.9% | 16,211 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -18.0% | 16,201 | $1.1M |
| FineMark National Bank & Trust | 0.04% | No change | 16,196 | $1.1M |
| Colonial Trust Advisors | 0.08% | Reduce -10.7% | 16,021 | $1.1M |
| Royal Fund Management, LLC | 0.13% | Reduce -2.3% | 15,930 | $1.1M |
| Samalin Investment Counsel, LLC | 0.37% | Add +9.2% | 15,696 | $1.1M |
| Ossiam | 0.01% | Reduce -15.5% | 15,511 | $1.0M |
| Curi Capital, LLC | 0.02% | Add +24.8% | 15,259 | $1.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -54.9% | 15,391 | $1.0M |
| Wealthstar Advisors, LLC | 0.41% | Add +0.4% | 15,357 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -0.9% | 15,181 | $1.0M |
| Vanderbilt University | 0.17% | New | 15,076 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -12.6% | 14,772 | $998K |
| CBRE Investment Management Listed Real Assets LLC | 0.01% | Reduce -86.0% | 14,747 | $996K |
| Intech Investment Management LLC | 0.01% | Reduce -21.1% | 14,555 | $983K |
| PFG Investments, LLC | 0.05% | Add +24.3% | 14,344 | $969K |
| LRI Investments, LLC | 0.08% | Reduce -4.1% | 14,309 | $967K |
| Jones Financial Companies LLLP | 0.00% | Add +43.8% | 14,098 | $965K |
| Jane Street Group, LLC | 0.00% | Reduce -84.9% | 14,269 | $964K |
| Independent Financial Group, LLC | 0.02% | Add +1.7% | 14,258 | $963K |
| Independent Advisor Alliance | 0.02% | Add +37.1% | 14,102 | $953K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -0.9% | 14,037 | $948K |
| Texas Yale Capital Corp. | 0.03% | Add +0.0% | 14,026 | $948K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.4% | 13,951 | $943K |
| Cullen Capital Management, LLC | 0.01% | Add +32.3% | 13,847 | $936K |
| Bahl & Gaynor LLC | 0.00% | Reduce -2.4% | 13,843 | $935K |
| Atria Investments, Inc | 0.01% | Reduce -3.7% | 13,809 | $933K |
| NewEdge Wealth, LLC | 0.01% | Add +181.7% | 13,970 | $929K |
| Vista Investment Management | 0.32% | Reduce -0.0% | 13,701 | $926K |
| DoubleLine ETF Adviser LP | 0.28% | Add +6.1% | 13,658 | $923K |
| Kentucky Retirement Systems | 0.03% | Reduce -2.0% | 13,608 | $919K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.5% | 13,506 | $913K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.1% | 13,401 | $906K |
| Howe & Rusling Inc. | 0.06% | Add +0.6% | 13,302 | $899K |
| Vident Advisory, LLC | 0.01% | Add +2.3% | 13,131 | $887K |
| RB Capital Management, LLC | 0.19% | Add +1.0% | 13,072 | $883K |
| Perigon Wealth Management, LLC | 0.02% | Add +7.3% | 13,022 | $880K |
| Assetmark, Inc. | 0.00% | Add +7.2% | 12,827 | $867K |
| Picton Mahoney Asset Management | 0.01% | New | 12,735 | $861K |
| Founders Financial Alliance, LLC | 0.16% | Add +0.6% | 12,541 | $847K |
| Stephens Inc. | 0.01% | Reduce -10.0% | 12,515 | $846K |
| Liberty One Investment Management, LLC | 0.05% | Add +9.5% | 12,329 | $833K |
| Merit Financial Group, LLC | 0.01% | Add +64.5% | 12,299 | $831K |
| Everstar Asset Management, LLC | 0.47% | Add +56.4% | 12,298 | $831K |
| Financial Gravity Asset Management, Inc. | 0.16% | — | 12,271 | $829K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.6% | 12,220 | $826K |
| Cooper Financial Group | 0.09% | Reduce -1.8% | 11,788 | $796K |
| Bank of Nova Scotia | 0.00% | Add +43.7% | 11,732 | $793K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.9% | 11,725 | $792K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.0% | 11,399 | $770K |
| Cornercap Investment Counsel Inc. | 0.38% | Reduce -1.7% | 11,283 | $762K |
| Waverly Advisors, LLC | 0.01% | Add +12.7% | 11,221 | $758K |
| Client 1ST Advisory Group, LLC | 0.25% | No change | 11,208 | $757K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Reduce -0.1% | 11,094 | $750K |
| Invst, LLC | 0.09% | Reduce -1.9% | 11,083 | $749K |
| BLB&B Advisors, LLC | 0.03% | Add +0.0% | 11,047 | $746K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Add +3.7% | 10,984 | $742K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +0.1% | 10,974 | $742K |
| CIBC Asset Management Inc | 0.00% | Add +0.6% | 10,906 | $737K |
| MAI Capital Management | 0.00% | Add +11.3% | 10,893 | $736K |
| Gallacher Capital Management LLC | 0.29% | New | 10,882 | $735K |
| Diligent Investors, LLC | 0.19% | Add +0.7% | 10,864 | $734K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -6.3% | 10,829 | $732K |
| D. E. Shaw & Co. | 0.00% | Reduce -29.2% | 10,818 | $731K |
| Applied Capital LLC | 0.52% | Add +3.6% | 10,799 | $730K |
| Orion Capital Management LLC | 0.25% | New | 10,680 | $722K |
| Summit Trail Advisors, LLC | 0.01% | Add +144.3% | 10,525 | $720K |
| AE Wealth Management LLC | 0.00% | Add +1.9% | 10,549 | $713K |
| Norinchukin Bank, The | 0.01% | Reduce -0.6% | 10,452 | $706K |
| M&T Bank Corp | 0.00% | Reduce -65.7% | 10,431 | $705K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 10,390 | $702K |
| First National Bank of Mount Dora, Trust Investment Services | 0.15% | No change | 10,300 | $696K |
| Accel Wealth Management | 0.20% | Add +0.8% | 10,243 | $692K |
| Investment Management Corp of Ontario | 0.01% | Add +92.2% | 10,242 | $692K |
| Compound Planning, Inc. | 0.02% | Add +7.3% | 10,235 | $692K |
| Liberty Square Wealth Partners LLC | 0.21% | Reduce -8.3% | 10,202 | $689K |
| Dudley Capital Management, LLC | 0.31% | No change | 10,175 | $688K |
| Maryland State Retirement & Pension System | 0.01% | No change | 10,127 | $684K |
| Global Retirement Partners, LLC | 0.02% | Reduce -0.9% | 10,074 | $681K |
| Demars Financial Group, LLC | 0.23% | Reduce -44.8% | 9,951 | $672K |
| WESPAC Advisors, LLC | 0.39% | New | 9,898 | $669K |
| IHT Wealth Management, LLC | 0.02% | Add +9.3% | 9,880 | $668K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.0% | 9,865 | $667K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,756 | $662K |
| Tidal Investments LLC | 0.00% | Reduce -14.9% | 9,768 | $660K |
| C2C Wealth Management, LLC | 0.56% | Reduce -12.9% | 9,720 | $657K |
| Pinnacle Financial Partners Inc | 0.02% | Add +0.2% | 9,710 | $656K |
| Machina Capital S.A.S. | 0.12% | Add +60.9% | 9,676 | $654K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.3% | 9,611 | $649K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 9,600 | $649K |
| Old Port Advisors | 0.16% | No change | 9,477 | $640K |
| Signal Advisors Wealth, LLC | 0.06% | New | 9,444 | $638K |
| Hilltop Holdings Inc. | 0.03% | Add +24.7% | 9,387 | $634K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.0% | 9,367 | $633K |
| ProShare Advisors LLC | 0.00% | Reduce -4.0% | 9,315 | $629K |
| Spirit of America Management Corp. | 0.12% | No change | 9,200 | $622K |
| Intrua Financial, LLC | 0.07% | Add +12.3% | 9,185 | $621K |
| Prosperity Consulting Group, LLC | 0.03% | New | 9,155 | $619K |
| Wellington Shields & Co., LLC | 0.16% | Reduce -3.7% | 8,890 | $601K |
| Modern Wealth Management, LLC | 0.01% | Reduce -4.8% | 8,822 | $596K |
| Brookwood Investment Group LLC | 0.08% | Reduce -4.2% | 8,787 | $594K |
| Evergreen Capital Management LLC | 0.01% | Add +52.3% | 8,666 | $593K |
| Family Wealth Partners, LLC | 0.22% | Add +47.5% | 8,747 | $591K |
| Roof Eidam Maycock Peralta, LLC | 0.14% | Reduce -4.1% | 8,745 | $591K |
| Mgo One Seven LLC | 0.01% | Add +21.7% | 8,722 | $589K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -33.3% | 8,710 | $589K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +3.6% | 8,636 | $584K |
| Atom Investors LP | 0.04% | New | 8,345 | $564K |
| Choreo, LLC | 0.01% | Add +22.4% | 8,237 | $564K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 8,280 | $560K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +6.3% | 8,216 | $555K |
| Lanark Financial, Inc. | 0.04% | Reduce -6.2% | 8,210 | $555K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -6.6% | 8,210 | $555K |
| Archer Investment Corp | 0.12% | Add +15.6% | 8,168 | $552K |
| Hudson Portfolio Management LLC | 0.49% | No change | 8,167 | $552K |
| World Investment Advisors | 0.01% | Add +18.1% | 8,155 | $551K |
| Quadrant Capital Group LLC | 0.02% | Reduce -40.9% | 8,130 | $549K |
| Commerce Bank | 0.00% | No change | 8,097 | $547K |
| Mackenzie Financial Corp. | 0.00% | Reduce -64.8% | 8,034 | $543K |
| Shelton Capital Management | 0.01% | No change | 7,840 | $530K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 7,836 | $529K |
| Allstate Corp. | 0.01% | New | 7,799 | $527K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.9% | 7,779 | $526K |
| NewEdge Advisors, LLC | 0.00% | Add +26.6% | 7,774 | $525K |
| CX Institutional | 0.02% | New | 7,711 | $521K |
| Austin Private Wealth, LLC | 0.04% | Add +2.1% | 7,654 | $517K |
| Round Rock Advisors LLC | 0.08% | Add +3.7% | 7,634 | $516K |
| Ballentine Partners, LLC | 0.01% | Add +1.6% | 7,573 | $512K |
| DRW Securities, LLC | 0.03% | New | 7,529 | $508K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -16.4% | 7,499 | $507K |
| FNY Investment Advisers, LLC | 0.17% | New | 7,500 | $506K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -2.0% | 7,484 | $506K |
| Gen-Wealth Partners Inc | 0.17% | Add +149.0% | 7,426 | $502K |
| Armstrong, Fleming & Moore, Inc | 0.24% | Reduce -8.7% | 7,407 | $500K |
| Axis Wealth Partners, LLC | 0.29% | Reduce -3.4% | 7,406 | $500K |
| Apella Capital, LLC | 0.01% | New | 7,332 | $500K |
| FLC Capital Advisors | 0.10% | Reduce -6.4% | 7,362 | $497K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -1.3% | 7,352 | $497K |
| GeoWealth Management, LLC | 0.02% | Add +67.3% | 7,343 | $496K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.6% | 7,283 | $492K |
| Eldridge Investment Advisors, Inc. | 0.11% | No change | 7,188 | $486K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +35.3% | 7,187 | $486K |
| KOM Wealth Management Group, LLC | 0.36% | Add +1.4% | 7,111 | $480K |
| Fisher Asset Management | 0.00% | Add +95.9% | 7,044 | $476K |
| WealthPLAN Partners, LLC | 0.07% | Add +0.0% | 6,975 | $471K |
| Shell Asset Management Co. | 0.05% | Reduce -35.8% | 6,959 | $470K |
| Silver Oak Securities, Incorporated | 0.04% | Add +5.5% | 6,936 | $469K |
| Credit Agricole S A | 0.00% | — | 6,885 | $465K |
| MKT Advisors LLC | 0.17% | No change | 6,744 | $462K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.7% | 6,818 | $461K |
| Peddock Capital Advisors, LLC | 0.10% | No change | 6,706 | $453K |
| D.A. Davidson & Co. | 0.00% | Add +2.6% | 6,691 | $452K |
| Ignite Planners, LLC | 0.07% | Add +0.2% | 6,610 | $447K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 6,490 | $439K |
| RFG Advisory, LLC | 0.01% | Reduce -14.3% | 6,444 | $435K |
| Colonial Trust Co / SC | 0.06% | Reduce -10.3% | 6,429 | $434K |
| Avion Wealth | 0.09% | No change | 6,418 | $433K |
| Retirement Planning Co of New England, Inc. | 0.17% | Reduce -0.1% | 6,393 | $432K |
| Park Avenue Securities LLC | 0.00% | Reduce -24.3% | 6,297 | $425K |
| Bridgefront Capital, LLC | 0.12% | New | 6,284 | $425K |
| Rockport Wealth LLC | 0.09% | No change | 6,271 | $424K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.7% | 6,221 | $420K |
| Sunbelt Securities, Inc. | 0.03% | Add +22.4% | 6,216 | $420K |
| International Assets Investment Management, LLC | 0.03% | No change | 6,666 | $420K |
| Glenmede Investment Management, LP | 0.00% | Add +0.4% | 6,176 | $417K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -0.8% | 6,140 | $415K |
| Ethos Financial Group, LLC | 0.03% | No change | 6,138 | $415K |
| Equitable Holdings, Inc. | 0.00% | Add +4.8% | 6,083 | $411K |
| National Pension Service | 0.00% | Add +70.1% | 6,083 | $411K |
| Laraway Financial Advisors Inc | 0.28% | No change | 6,056 | $409K |
| Virtus Advisers, LLC | 0.23% | New | 6,000 | $405K |
| Gilbert & Cook, Inc. | 0.05% | Add +2.2% | 5,979 | $404K |
| Sigma Planning Corp | 0.01% | Reduce -12.6% | 5,793 | $391K |
| Centaurus Financial, Inc. | 0.02% | Add +0.1% | 5,774 | $390K |
| Octavia Wealth Advisors, LLC | 0.04% | New | 5,674 | $389K |
| Jacobi Capital Management LLC | 0.02% | Reduce -8.7% | 5,741 | $388K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -3.2% | 5,704 | $385K |
| Allen Capital Group, LLC | 0.04% | Reduce -0.1% | 5,700 | $385K |
| True North Advisors, LLC | 0.06% | Reduce -3.4% | 5,660 | $382K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.5% | 5,658 | $382K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 5,645 | $381K |
| Basepoint Wealth LLC | 0.27% | Add +1.4% | 5,634 | $381K |
| Abn Amro Investment Solutions | 0.01% | New | 5,614 | $379K |
| Gutierrez Wealth Advisory, LLC | 0.24% | Reduce -43.3% | 5,576 | $377K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.5% | 5,575 | $377K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -1.6% | 5,569 | $376K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -2.6% | 5,546 | $375K |
| DF Dent & Co. Inc. | 0.00% | No change | 5,464 | $369K |
| One Wealth Map LLC | 0.20% | No change | 5,494 | $367K |
| Sawyer & Company, Inc | 0.14% | Add +85.7% | 5,885 | $367K |
| Savant Capital, LLC | 0.00% | Reduce -1.0% | 5,415 | $366K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.3% | 5,407 | $365K |
| CarsonAllaria Wealth Management, Ltd. | 0.19% | Reduce -24.3% | 5,390 | $364K |
| Herold Advisors, Inc. | 0.08% | Reduce -9.4% | 5,357 | $362K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.2% | 5,327 | $360K |
| Regions Financial Corp. | 0.00% | Reduce -6.7% | 5,317 | $359K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -1.4% | 5,289 | $357K |
| Carret Asset Management, LLC | 0.03% | No change | 5,282 | $357K |
| NWF Advisory Services Inc. | 0.04% | New | 5,271 | $356K |
| Jackson Wealth Management, LLC | 0.04% | New | 5,233 | $354K |
| Flagship Private Wealth, LLC | 0.14% | No change | 5,183 | $350K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.0% | 5,141 | $348K |
| RFG - Bristol Wealth Advisors, LLC | 0.10% | Add +0.1% | 5,090 | $344K |
| Kestra Investment Management, LLC | 0.01% | Add +3.4% | 5,088 | $344K |
| Woodward Diversified Capital, LLC | 0.16% | Reduce -1.0% | 5,045 | $341K |
| Family Legacy, Inc. | 0.10% | Add +0.5% | 5,032 | $340K |
| CIBC Private Wealth Group LLC | 0.00% | Add +64.3% | 4,984 | $337K |
| Summit Wealth Group, LLC | 0.08% | Add +0.3% | 4,983 | $337K |
| Seeds Investor LLC | 0.07% | Reduce -5.4% | 4,973 | $336K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.3% | 4,971 | $336K |
| Apollon Financial, LLC | 0.06% | No change | 4,964 | $335K |
| KPP Advisory Services LLC | 0.05% | Reduce -0.2% | 4,895 | $331K |
| Profund Advisors LLC | 0.01% | Add +10.9% | 4,887 | $330K |
| Claris Financial LLC | 0.18% | Add +1.4% | 4,803 | $325K |
| Nomura Holdings Inc. | 0.00% | New | 4,795 | $324K |
| Daymark Wealth Partners, LLC | 0.01% | Add +13.3% | 4,762 | $322K |
| Root Financial Partners, LLC | 0.02% | New | 4,762 | $322K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 4,707 | $318K |
| Burney Co./ | 0.01% | Add +0.0% | 4,695 | $317K |
| Widmann Financial Services, Inc. | 0.20% | No change | 4,618 | $312K |
| Applied Finance Capital Management, LLC | 0.02% | New | 4,517 | $305K |
| Dividend Assets Capital, LLC | 0.05% | No change | 4,500 | $304K |
| AIA Group Ltd | 0.01% | No change | 4,492 | $304K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,480 | $303K |
| GC Wealth Management RIA, LLC | 0.01% | Add +31.9% | 4,461 | $301K |
| FIL Ltd | 0.00% | Reduce -2.7% | 4,460 | $301K |
| Vestcor Inc | 0.01% | No change | 4,437 | $300K |
| Mystic Asset Management, Inc. | 0.07% | Reduce -1.9% | 4,426 | $299K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -7.9% | 4,409 | $298K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.6% | 4,407 | $298K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -62.5% | 4,365 | $295K |
| Aster Capital Management (DIFC) Ltd | 0.15% | Add +13.6% | 4,356 | $294K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 4,355 | $294K |
| SageView Advisory Group, LLC | 0.01% | Add +1.5% | 4,342 | $293K |
| Strathmore Capital Advisors, Inc. | 0.12% | No change | 4,327 | $292K |
| HUB Investment Partners, LLC | 0.01% | New | 4,309 | $291K |
| Squarepoint Ops LLC | 0.00% | New | 4,289 | $290K |
| Greenleaf Trust | 0.00% | Add +1.1% | 4,253 | $287K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -0.6% | 4,257 | $286K |
| Peachtree Investment Partners, LLC | 0.10% | Add +0.9% | 4,218 | $285K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 4,206 | $285K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -1.2% | 4,176 | $284K |
| Chicago Partners Investment Group LLC | 0.01% | Add +15.0% | 4,296 | $284K |
| Fifth Third Bancorp | 0.00% | Add +4.5% | 4,157 | $281K |
| Lazard Asset Management LLC | 0.00% | Reduce -70.5% | 4,149 | $280K |
| D.B. Root & Company, LLC | 0.07% | Add +0.1% | 4,091 | $276K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -4.9% | 4,073 | $275K |
| Virtu Financial LLC | 0.02% | New | 4,068 | $275K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 3,992 | $273K |
| GAMMA Investing LLC | 0.01% | Add +21.7% | 4,001 | $270K |
| Cadence Bank | 0.02% | No change | 4,001 | $270K |
| Philadelphia Trust Co. | 0.02% | Reduce -46.7% | 4,000 | $270K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -28.3% | 3,988 | $269K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -0.3% | 3,980 | $269K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.8% | 3,951 | $267K |
| Parallel Advisors, LLC | 0.00% | Add +6.6% | 3,950 | $267K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -1.2% | 3,924 | $265K |
| Capital Advisory Group Advisory Services, LLC | 0.08% | No change | 3,907 | $264K |
| Private Trust Co. NA | 0.02% | No change | 3,900 | $264K |
| Wealth Management Strategies, Inc. | 0.13% | Add +1.4% | 3,862 | $261K |
| Insight Wealth Partners, LLC | 0.12% | No change | 3,856 | $261K |
| Capital Investment Advisors, LLC | 0.00% | Add +7.5% | 3,828 | $259K |
| Prospera Financial Services Inc | 0.00% | Reduce -17.2% | 3,814 | $258K |
| Insigneo Advisory Services, LLC | 0.02% | Add +0.1% | 3,796 | $256K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -1.0% | 3,784 | $256K |
| Trivium Point Advisory, LLC | 0.03% | Add +0.4% | 3,777 | $255K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 3,770 | $255K |
| New Wave Wealth Advisors LLC | 0.10% | Reduce -11.9% | 3,709 | $254K |
| Savvy Advisors, Inc. | 0.01% | New | 3,753 | $254K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 3,747 | $253K |
| Columbia Asset Management | 0.05% | Reduce -7.5% | 3,725 | $252K |
| Keynote Financial Services LLC | 0.15% | No change | 3,710 | $251K |
| Battery Global Advisors, LLC | 0.12% | No change | 3,655 | $250K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.5% | 3,696 | $250K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -4.9% | 3,672 | $248K |
| Atlantic Union Bankshares Corp | 0.00% | Add +48.3% | 3,664 | $248K |
| Capital Planning Advisors, LLC | 0.03% | Add +0.1% | 3,649 | $247K |
| Composition Wealth, LLC | 0.00% | Reduce -1.9% | 3,643 | $246K |
| Fiera Capital Corp | 0.00% | No change | 3,627 | $245K |
| LexAurum Advisors, LLC | 0.03% | No change | 3,602 | $243K |
| HBW Advisory Services LLC | 0.03% | New | 3,588 | $242K |
| Inspire Advisors, LLC | 0.02% | Reduce -25.8% | 3,564 | $241K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.5% | 3,558 | $240K |
| Kovack Advisors, Inc. | 0.02% | Reduce -38.8% | 3,536 | $239K |
| King Wealth Management Group | 0.03% | No change | 3,495 | $236K |
| Cary Street Partners Financial LLC | 0.01% | Add +87.3% | 3,452 | $233K |
| Sage Rhino Capital LLC | 0.04% | Add +3.1% | 3,445 | $233K |
| Corton Capital Inc. | 0.57% | New | 3,434 | $232K |
| Wolverine Trading, LLC | 0.00% | New | 3,407 | $232K |
| Townsquare Capital LLC | 0.04% | Reduce -11.1% | 3,420 | $231K |
| NorthStar Asset Management LLC | 0.11% | New | 3,420 | $231K |
| Procyon Advisors, LLC | 0.01% | Reduce -10.5% | 3,410 | $230K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.3% | 3,403 | $230K |
| LVW Advisors, LLC | 0.02% | No change | 3,406 | $230K |
| Detalus Advisors, LLC | 0.06% | No change | 3,400 | $230K |
| Focused Wealth Management, Inc | 0.02% | Add +0.9% | 3,398 | $230K |
| Optimum Investment Advisors | 0.09% | Reduce -13.7% | 3,370 | $228K |
| VestGen Advisors, LLC | 0.01% | New | 3,370 | $228K |
| SWP Financial LLC | 0.12% | No change | 3,352 | $226K |
| Aaron Wealth Advisors LLC | 0.01% | New | 3,345 | $226K |
| Clearview Wealth Advisors LLC | 0.14% | Reduce -2.8% | 3,305 | $223K |
| Bourgeon Capital Management LLC | 0.04% | No change | 3,300 | $223K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -21.7% | 3,300 | $223K |
| UMB Bank, n.a. | 0.00% | Add +1.2% | 3,249 | $220K |
| Callan Family Office, LLC | 0.01% | New | 3,161 | $214K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -20.6% | 3,156 | $213K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -93.9% | 3,140 | $212K |
| Motco | 0.02% | No change | 3,139 | $212K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,120 | $211K |
| Sound Income Strategies, LLC | 0.01% | Reduce -19.4% | 3,132 | $210K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -15.8% | 3,090 | $209K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -1.1% | 3,076 | $208K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 3,068 | $207K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 3,056 | $206K |
| Intelligence Driven Advisers, LLC | 0.03% | New | 3,000 | $203K |
| Adapt Wealth Advisors, LLC | 0.07% | New | 2,994 | $202K |
| Valmark Advisers, Inc. | 0.00% | New | 2,994 | $202K |
| HM Payson & Co. | 0.00% | No change | 2,990 | $202K |
| Ameriflex Group, Inc. | 0.08% | Add +690.7% | 2,965 | $200K |
| Raleigh Capital Management Inc. | 0.08% | Reduce -8.2% | 2,925 | $198K |
| Trust Co. of Vermont | 0.01% | No change | 2,691 | $182K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.8% | 2,691 | $182K |
| Bfsg, LLC | 0.02% | Reduce -4.6% | 2,673 | $181K |
| Group One Trading LLC | 0.01% | Reduce -54.3% | 2,644 | $179K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.7% | 2,629 | $178K |
| Principal Securities, Inc. | 0.00% | Reduce -40.0% | 2,538 | $171K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -2.2% | 2,443 | $165K |
| AllSquare Wealth Management LLC | 0.09% | No change | 2,440 | $165K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.6% | 2,430 | $164K |
| Larson Financial Group LLC | 0.01% | Reduce -2.1% | 2,420 | $164K |
| CI Investments Inc. | 0.00% | Reduce -33.4% | 2,399 | $162K |
| Turning Point Benefit Group, Inc. | 0.10% | New | 2,363 | $162K |
| Spire Wealth Management | 0.01% | Reduce -22.7% | 2,316 | $156K |
| St Germain D J Co. Inc. | 0.01% | Reduce -11.5% | 2,301 | $155K |
| CoreCap Advisors, LLC | 0.01% | Add +13.4% | 2,070 | $140K |
| Westend Capital Management, LLC | 0.04% | No change | 2,000 | $135K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.0% | 1,985 | $134K |
| Johnson Financial Group, Inc. | 0.01% | Add +154.3% | 1,948 | $133K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,810 | $122K |
| Rise Advisors, LLC | 0.04% | Add +0.5% | 1,724 | $116K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,636 | $111K |
| Fairscale Capital, LLC | 0.08% | No change | 1,600 | $110K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -26.7% | 1,595 | $108K |
| Asset Planning,Inc | 0.08% | No change | 1,540 | $104K |
| ORG Partners LLC | 0.02% | Add +1.3% | 1,527 | $103K |
| Whittier Trust Co. | 0.00% | No change | 1,470 | $102K |
| Pillar Financial Advisors, LLC | 0.06% | No change | 1,489 | $101K |
| National Bank of Canada | 0.00% | Add +6.4% | 1,469 | $99K |
| IFP Advisors, Inc | 0.00% | Reduce -3.1% | 1,464 | $99K |
| Brown Brothers Harriman & Co. | 0.00% | Add +7.7% | 1,436 | $97K |
| Bruce G. Allen Investments, LLC | 0.07% | No change | 1,435 | $97K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +21.4% | 1,420 | $96K |
| Cary Street Partners Investment Advisory LLC | 0.04% | No change | 1,405 | $95K |
| Winch Advisory Services, LLC | 0.02% | Add +1.4% | 1,326 | $90K |
| SouthState Bank Corp | 0.00% | Reduce -8.7% | 1,306 | $88K |
| Bangor Savings Bank | 0.01% | No change | 1,305 | $88K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -28.1% | 1,303 | $88K |
| FSA Wealth Management LLC | 0.03% | No change | 1,298 | $88K |
| North Star Investment Management Corp. | 0.01% | No change | 1,249 | $84K |
| Concord Wealth Partners | 0.01% | Reduce -40.0% | 1,232 | $83K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,217 | $82K |
| Vision Financial Markets LLC | 0.07% | Reduce -33.3% | 1,200 | $81K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,135 | $77K |
| Proathlete Wealth Management LLC | 0.02% | Add +1.4% | 1,129 | $76K |
| CENTRAL TRUST Co | 0.00% | Reduce -45.3% | 1,120 | $76K |
| Addison Advisors LLC | 0.02% | Reduce -3.2% | 1,100 | $74K |
| Walleye Capital LLC | 0.00% | Reduce -96.3% | 1,099 | $74K |
| Hurley Capital, LLC | 0.04% | Add +1.4% | 1,082 | $73K |
| Capital Analysts, LLC | 0.00% | Add +12.6% | 1,085 | $73K |
| Bessemer Group Inc. | 0.00% | Add +1.4% | 1,048 | $71K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 1,032 | $71K |
| Huntington National Bank | 0.00% | Add +1.3% | 1,010 | $68K |
| Key Financial Inc | 0.01% | Reduce -0.7% | 984 | $67K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 961 | $65K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 951 | $64K |
| Smartleaf Asset Management LLC | 0.00% | Add +66.7% | 912 | $62K |
| Eastern Bank | 0.00% | No change | 919 | $62K |
| MCF Advisors LLC | 0.00% | No change | 891 | $61K |
| Hoey Investments, Inc. | 0.01% | No change | 887 | $60K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $59K |
| Plato Investment Management Ltd | 0.00% | No change | 877 | $59K |
| Bare Financial Services, Inc | 0.02% | No change | 865 | $58K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 800 | $54K |
| Essential Partners LLC | 0.02% | Add +840.0% | 799 | $54K |
| Quent Capital, LLC | 0.00% | New | 770 | $52K |
| REAP Financial Group, LLC | 0.01% | Add +9.2% | 721 | $49K |
| Tortoise Investment Management, LLC | 0.00% | Add +1.0% | 715 | $48K |
| Versant Capital Management, Inc | 0.01% | Add +8.5% | 714 | $48K |
| Financial Management Professionals, Inc. | 0.01% | No change | 696 | $48K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -98.1% | 703 | $47K |
| Hilltop National Bank | 0.01% | No change | 694 | $47K |
| Millstone Evans Group, LLC | 0.03% | No change | 672 | $45K |
| True Wealth Design, LLC | 0.01% | Add +74.4% | 661 | $45K |
| Truvestments Capital LLC | 0.01% | Reduce -0.1% | 661 | $45K |
| Blue Trust, Inc. | 0.00% | Reduce -28.7% | 655 | $44K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.6% | 648 | $44K |
| Clearstead Advisors, LLC | 0.00% | Add +73.2% | 646 | $44K |
| Salem Investment Counselors Inc. | 0.00% | Add +1126.0% | 613 | $42K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +1450.0% | 620 | $42K |
| McIlrath & Eck, LLC | 0.00% | No change | 614 | $41K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 600 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.8% | 608 | $41K |
| Cheviot Value Management, LLC | 0.00% | No change | 608 | $40K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 583 | $39K |
| Ancora Advisors LLC | 0.00% | Reduce -24.3% | 568 | $38K |
| City State Bank | 0.01% | No change | 518 | $35K |
| LGT Financial Advisors LLC | 0.07% | New | 500 | $34K |
| Wealth Watch Advisors, INC | 0.01% | New | 491 | $33K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -11.1% | 488 | $33K |
| Creekmur Asset Management LLC | 0.01% | No change | 473 | $32K |
| Richardson Financial Services Inc. | 0.02% | No change | 463 | $31K |
| MTM Investment Management, LLC | 0.01% | Add +1.1% | 460 | $31K |
| First United Bank & Trust | 0.01% | No change | 415 | $28K |
| Heritage Wealth Advisors | 0.00% | No change | 402 | $27K |
| ESL Trust Services, LLC | 0.01% | No change | 400 | $27K |
| Nemes Rush Group LLC | 0.00% | Add +1.3% | 391 | $26K |
| Rossby Financial, LCC | 0.01% | Add +10.1% | 383 | $26K |
| Montag A & Associates Inc. | 0.00% | No change | 370 | $25K |
| Thompson Investment Management, Inc. | 0.00% | No change | 349 | $24K |
| Robbins Farley | 0.01% | No change | 345 | $23K |
| Covestor Ltd | 0.01% | Reduce -18.0% | 333 | $23K |
| Clearstead Trust, LLC | 0.00% | No change | 334 | $23K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.3% | 319 | $22K |
| Caldwell Trust Co | 0.00% | No change | 300 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Add +17.8% | 284 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 285 | $19K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.4% | 281 | $19K |
| Tompkins Financial Corp. | 0.00% | Reduce -92.7% | 270 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | Add +131.5% | 250 | $17K |
| Raiffeisen Bank International AG | 0.00% | New | 245 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 237 | $16K |
| Rothschild Investment LLC | 0.00% | Add +1833.3% | 232 | $16K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 230 | $16K |
| Westside Investment Management, Inc. | 0.00% | Add +100.0% | 224 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $15K |
| Beacon Capital Management, Inc. | 0.00% | No change | 224 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -23.9% | 223 | $15K |
| GoalVest Advisory LLC | 0.00% | No change | 222 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 219 | $15K |
| Paladin Advisory Group, LLC | 0.01% | No change | 220 | $15K |
| Nova Wealth Management, Inc. | 0.01% | No change | 210 | $14K |
| Quarry LP | 0.00% | Reduce -48.4% | 210 | $14K |
| Smithfield Trust Co | 0.00% | No change | 200 | $14K |
| Davis Capital Management | 0.01% | — | 191 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +5.6% | 190 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 181 | $12K |
| Proffitt & Goodson Inc. | 0.00% | New | 158 | $11K |
| Byrne Asset Management LLC | 0.01% | No change | 160 | $10K |
| Tidemark, LLC | 0.00% | No change | 144 | $10K |
| SJS Investment Consulting Inc. | 0.00% | New | 142 | $10K |
| Dogwood Wealth Management LLC | 0.00% | Add +24.6% | 142 | $10K |
| Blume Capital Management, Inc. | 0.00% | No change | 134 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 130 | $9K |
| First Community Trust NA | 0.01% | No change | 120 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -87.1% | 112 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -27.2% | 91 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 109 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 104 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -49.8% | 103 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $7K |
| Country Trust Bank | 0.00% | New | 95 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 91 | $6K |
| High Note Wealth, LLC | 0.00% | Add +1.1% | 91 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -21.7% | 90 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 87 | $6K |
| Birchbrook, Inc. | 0.00% | No change | 80 | $5K |
| ASR Vermogensbeheer N.V. | 0.00% | Reduce -1.3% | 79 | $5K |
| Sachetta, LLC | 0.00% | Add +8.1% | 67 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -82.4% | 64 | $4K |
| IFS Advisors, LLC | 0.00% | No change | 48 | $3K |
| Cohen & Steers, Inc. | 0.00% | Reduce -43.7% | 40 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 41 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -17.8% | 37 | $3K |
| Cromwell Holdings LLC | 0.00% | No change | 36 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 36 | $2K |
| Mather Group, Llc. | 0.00% | New | 34 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -76.6% | 33 | $2K |
| Red Tortoise LLC | 0.00% | No change | 32 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 31 | $2K |
| Family Legacy Financial Solutions, LLC | 0.00% | No change | 26 | $2K |
| Caitlin John, LLC | 0.00% | New | 25 | $2K |
| Aspect Partners, LLC | 0.00% | New | 25 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 22 | $1K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 21 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 20 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 18 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 17 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 17 | $1K |
| Hemington Wealth Management | 0.00% | New | 21 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $946 |
| Financial Consulate, Inc. | 0.00% | New | 14 | $946 |
| Principia Wealth Advisory, LLC | 0.00% | Add +62.5% | 13 | $878 |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $754 |
| Guerra Advisors Inc | 0.00% | New | 10 | $676 |
| Legacy Wealth Managment, LLC | 0.00% | New | 9 | $584 |
| Binnacle Investments Inc | 0.00% | New | 8 | $541 |
| Quaker Wealth Management, LLC | 0.00% | No change | 8 | $541 |
| Rialto Wealth Management, LLC | 0.00% | No change | 8 | $541 |
| American Capital Advisory, LLC | 0.00% | Add +75.0% | 7 | $473 |
| Winnacle Wealth LLC | 0.00% | New | 6 | $408 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $405 |
| Palisade Asset Management, LLC | 0.00% | New | 5 | $338 |
| Scarborough Advisors, LLC | 0.00% | No change | 4 | $270 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $203 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 3 | $203 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $136 |
| Activest Wealth Management | 0.00% | No change | 1 | $68 |
| Coston, McIsaac & Partners | 0.00% | No change | 14 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.