WP CareyWPC
13F holders, Q4 2025 (December 31)858holders +38
75new positions
63sold out
9famous investors
$64.43avg. 13F price*
At the end of Q4 2025, 858 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 38 from Q3 2025. 75 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.8B) and State Street Corp. ($799.5M). 9 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $158.3M |
| Exits | 63 | $110.5M |
All 13F filers, Q3 2025 → Q4 2025: 12,025,865 shares bought and 6,745,263 shares sold, net +5,280,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 858 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.6% | 30,437,061 | $2.0B |
| BlackRock, Inc. | 0.03% | Add +1.1% | 28,356,926 | $1.8B |
| State Street Corp. | 0.03% | Reduce -0.6% | 12,251,224 | $799.5M |
| Geode Capital Management, LLC | 0.02% | Add +2.4% | 4,795,604 | $307.9M |
| Massachusetts Financial Services Co. | 0.09% | Add +11.7% | 4,213,013 | $271.1M |
| Invesco Ltd. | 0.02% | Add +0.3% | 3,904,767 | $251.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -29.4% | 3,298,513 | $212.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.7% | 3,192,275 | $205.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +5.1% | 2,947,595 | $189.7M |
| Norges Bank | 0.02% | — | 2,859,460 | $184.0M |
| Legal & General Group Plc | 0.04% | Add +5.0% | 2,699,056 | $173.7M |
| Northern Trust Corp. | 0.02% | Reduce -0.6% | 2,610,136 | $168.0M |
| Bank of New York Mellon Corp | 0.03% | Add +7.5% | 2,316,295 | $149.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +31629.0% | 2,163,285 | $139.2M |
| Morgan Stanley | 0.01% | Add +9.9% | 1,997,345 | $128.5M |
| Equity Investment Corp. | 2.11% | Add +2.8% | 1,626,111 | $104.7M |
| UBS Group AG | 0.02% | Reduce -9.6% | 1,398,432 | $90.0M |
| Bank of America Corp. | 0.01% | Reduce -0.9% | 1,334,248 | $85.9M |
| Wellington Management Group LLP | 0.01% | Add +7.9% | 1,219,541 | $78.5M |
| Captrust Financial Advisors | 0.13% | Add +22.4% | 1,030,365 | $66.3M |
| Advisors Capital Management, LLC | 0.74% | Add +5.7% | 966,856 | $62.2M |
| HSBC Holdings PLC | 0.03% | Add +8.4% | 922,540 | $59.4M |
| APG Asset Management US Inc. | 0.44% | Reduce -4.5% | 875,667 | $56.4M |
| LPL Financial LLC | 0.01% | Add +1.8% | 842,642 | $54.2M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -4.2% | 835,931 | $53.8M |
| Ameriprise Financial Inc. | 0.01% | Add +1.3% | 835,698 | $53.8M |
| Amundi | 0.02% | Add +78.2% | 796,310 | $51.3M |
| Barclays PLC | 0.02% | Reduce -11.5% | 762,002 | $49.0M |
| Victory Capital Management Inc. | 0.03% | Add +3.4% | 756,622 | $48.7M |
| Caisse de depot et placement du Quebec | 0.08% | Add +529.2% | 704,038 | $45.3M |
| Marshall Wace, LLP | 0.04% | Add +34.6% | 683,985 | $44.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.3% | 666,924 | $42.9M |
| Robeco Institutional Asset Management B.V. | 0.06% | Reduce -6.7% | 664,382 | $42.8M |
| Jupiter Asset Management Ltd. | 0.33% | New | 646,950 | $41.6M |
| First Trust Advisors LP | 0.03% | Reduce -2.8% | 638,788 | $41.1M |
| Schroder Investment Management Group | 0.03% | Add +1213.0% | 634,225 | $40.8M |
| Rhumbline Advisers | 0.03% | Reduce -4.3% | 627,010 | $40.4M |
| Raymond James Financial Inc. | 0.01% | Add +5.0% | 625,738 | $40.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.0% | 601,635 | $38.7M |
| Swiss National Bank | 0.02% | Reduce -4.9% | 600,251 | $38.6M |
| California Public Employees Retirement System | 0.02% | Reduce -18.1% | 594,856 | $38.3M |
| Nuveen, LLC | 0.01% | Add +80.0% | 569,095 | $36.6M |
| Zacks Investment Management | 0.28% | Reduce -2.2% | 559,326 | $36.0M |
| Candriam S.C.A. | 0.17% | Add +257.7% | 541,223 | $34.8M |
| American Century Companies Inc. | 0.02% | Add +151.5% | 533,108 | $34.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -6.9% | 508,893 | $32.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | New | 500,987 | $32.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.1% | 471,161 | $30.3M |
| Asset Management One Co., Ltd. | 0.08% | Reduce -3.0% | 444,008 | $28.8M |
| Alyeska Investment Group, L.P. | 0.08% | Reduce -6.2% | 441,646 | $28.4M |
| Two Sigma Investments, LP | 0.04% | Add +65.3% | 417,995 | $26.9M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +2.8% | 399,948 | $25.7M |
| Wells Fargo & Company | 0.01% | Add +4.0% | 399,652 | $25.7M |
| Citigroup Inc. | 0.02% | Add +30.0% | 396,108 | $25.5M |
| California State Teachers Retirement System | 0.03% | Reduce -7.2% | 394,418 | $25.4M |
| Deutsche Bank AG | 0.01% | Add +7.8% | 386,512 | $24.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +1.8% | 378,799 | $24.6M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -3.3% | 369,948 | $23.8M |
| Private Management Group Inc. | 0.68% | Reduce -23.9% | 363,183 | $23.4M |
| Brown Advisory Inc. | 0.03% | Reduce -0.5% | 362,128 | $23.3M |
| KLP Kapitalforvaltning As | 0.09% | Add +27.2% | 355,400 | $23.2M |
| FMR LLC | 0.00% | Reduce -3.4% | 358,768 | $23.1M |
| Arbejdsmarkedets Tillaegspension | 0.59% | — | 357,610 | $23.0M |
| Cwm, LLC | 0.06% | Reduce -4.6% | 354,209 | $22.8M |
| Cetera Investment Advisers | 0.02% | Reduce -1.4% | 349,914 | $22.5M |
| Berkshire Asset Management LLC | 0.93% | Reduce -0.4% | 328,144 | $21.1M |
| AQR Capital Management | 0.01% | Reduce -32.9% | 324,722 | $20.9M |
| Alliancebernstein L.P. | 0.01% | Add +0.1% | 320,324 | $20.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +2.2% | 318,588 | $20.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.4% | 317,530 | $20.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.1% | 307,019 | $19.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +6.3% | 300,943 | $19.4M |
| TruWealth Advisors, LLC | 0.94% | Add +2.3% | 300,021 | $19.3M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -2.4% | 288,953 | $18.6M |
| Pictet Asset Management Holding SA | 0.02% | Add +42.1% | 286,333 | $18.4M |
| CSM Advisors, LLC | 0.49% | Add +32.1% | 278,779 | $17.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +109.4% | 272,311 | $17.5M |
| Allianz Asset Management GmbH | 0.02% | Add +17.3% | 269,999 | $17.4M |
| Geneos Wealth Management Inc. | 0.42% | Reduce -5.5% | 267,504 | $17.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.7% | 263,010 | $16.9M |
| Franklin Resources Inc. | 0.00% | Reduce -14.1% | 262,354 | $16.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.10% | No change | 258,690 | $16.6M |
| Toronto Dominion Bank | 0.03% | Add +609.0% | 252,327 | $16.2M |
| Jain Global LLC | 0.16% | Add +3.2% | 243,027 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +3.1% | 234,398 | $15.1M |
| Korea Investment CORP | 0.03% | Add +29.9% | 225,634 | $14.5M |
| Focus Partners Wealth | 0.02% | Add +218.5% | 219,935 | $14.2M |
| Two Sigma Advisers, LP | 0.03% | Add +67.5% | 218,700 | $14.1M |
| BNP Paribas Financial Markets | 0.01% | Add +15.7% | 211,176 | $13.6M |
| Carnegie Investment Counsel | 0.25% | Reduce -0.5% | 207,574 | $13.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -12.9% | 207,303 | $13.3M |
| Aviva PLC | 0.02% | Add +5.5% | 183,916 | $11.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -71.9% | 183,298 | $11.8M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 181,007 | $11.6M |
| KBC Group NV | 0.03% | Add +570.4% | 179,209 | $11.5M |
| New York State Teachers Retirement System | 0.02% | Add +9.7% | 178,165 | $11.5M |
| Truist Financial Corp. | 0.02% | Add +6.0% | 175,152 | $11.3M |
| Tectonic Advisors LLC | 0.59% | Add +7.0% | 174,498 | $11.2M |
| Quantinno Capital Management LP | 0.02% | Add +7.7% | 174,441 | $11.2M |
| Achmea Investment Management B.V. | 0.28% | Reduce -18.8% | 173,202 | $11.1M |
| Van Lanschot Kempen Investment Management N.V. | 0.09% | New | 171,804 | $11.1M |
| Macquarie Group Ltd. | 0.05% | Reduce -35.8% | 167,095 | $10.8M |
| Renaissance Technologies | 0.02% | Reduce -11.7% | 164,000 | $10.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.3% | 163,336 | $10.5M |
| Lighthouse Investment Partners, LLC | 0.34% | Reduce -23.8% | 160,000 | $10.3M |
| DAVENPORT & Co LLC | 0.05% | Reduce -2.5% | 151,718 | $9.8M |
| Nomura Holdings Inc. | 0.03% | Add +3044.4% | 150,772 | $9.7M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +3.1% | 150,519 | $9.7M |
| Illinois Municipal Retirement Fund | 0.12% | Add +5.0% | 145,534 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.4% | 145,371 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.8% | 145,212 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Add +21.8% | 139,294 | $9.0M |
| Creative Planning | 0.01% | Add +25.6% | 138,652 | $8.9M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Add +1.6% | 137,166 | $8.8M |
| Aberdeen Group plc | 0.01% | Reduce -7.0% | 136,625 | $8.8M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 143,926 | $8.8M |
| Swedbank AB | 0.01% | Add +124.2% | 135,849 | $8.7M |
| Storebrand Asset Management As | 0.02% | No change | 135,798 | $8.7M |
| Danske Bank A/S | 0.02% | Add +17.9% | 135,038 | $8.7M |
| Cullen/Frost Bankers, Inc. | 0.09% | Reduce -2.3% | 132,482 | $8.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -6.6% | 130,951 | $8.5M |
| Van Eck Associates Corp. | 0.01% | Add +7.3% | 131,098 | $8.4M |
| Allworth Financial LP | 0.03% | Add +1.0% | 129,753 | $8.4M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -0.7% | 128,864 | $8.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +71.3% | 127,571 | $8.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.6% | 126,787 | $8.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +9.6% | 126,042 | $8.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -1.2% | 125,728 | $8.1M |
| Kepler Cheuvreux (Suisse) SA | 0.45% | New | 124,784 | $8.0M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -3.0% | 124,065 | $8.0M |
| Cibc World Markets Corp. | 0.04% | — | 124,517 | $8.0M |
| Seneca House Advisors | 2.97% | Add +1.8% | 123,483 | $7.9M |
| Crawford Investment Counsel Inc. | 0.13% | Add +3.6% | 122,502 | $7.9M |
| MML Investors Services, LLC | 0.02% | Reduce -2.8% | 116,581 | $7.5M |
| Verdence Capital Advisors LLC | 0.44% | No change | 116,221 | $7.5M |
| New York State Common Retirement Fund | 0.01% | No change | 115,438 | $7.4M |
| Rock Point Advisors, LLC | 1.83% | Add +0.3% | 113,292 | $7.3M |
| MetLife Investment Management, LLC | 0.04% | Reduce -4.7% | 113,136 | $7.3M |
| Ontario Teachers Pension Plan Board | 0.16% | Reduce -9.8% | 110,488 | $7.1M |
| SG Americas Securities, LLC | 0.01% | Add +505.2% | 110,255 | $7.1M |
| Sei Investments Co. | 0.01% | Add +4.3% | 109,295 | $7.0M |
| Edgestream Partners, L.P. | 0.19% | New | 107,243 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.2% | 107,034 | $6.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +4.3% | 104,056 | $6.7M |
| Pacer Advisors, Inc. | 0.02% | Reduce -8.7% | 103,889 | $6.7M |
| CIBC Asset Management Inc | 0.02% | Add +826.8% | 101,080 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 99,396 | $6.4M |
| Royal London Asset Management Ltd. | 0.01% | Add +0.7% | 99,268 | $6.4M |
| Prairiewood Capital, LLC | 1.96% | Add +14.5% | 97,927 | $6.3M |
| Neuberger Berman Group LLC | 0.00% | Add +77.0% | 97,187 | $6.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.7% | 96,900 | $6.2M |
| Amalgamated Bank | 0.04% | Reduce -3.8% | 96,437 | $6.2M |
| APG Asset Management N.V. | 0.02% | Reduce -8.8% | 110,089 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +61.6% | 93,500 | $6.0M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -9.8% | 91,203 | $5.9M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -4.1% | 81,829 | $5.7M |
| Teacher Retirement System of Texas | 0.02% | Add +208.8% | 88,609 | $5.7M |
| Dupree Financial Group, LLC | 2.08% | Add +2.5% | 88,502 | $5.7M |
| Advocate Group LLC | 0.91% | Add +12.0% | 87,383 | $5.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.8% | 84,959 | $5.5M |
| Sheets Smith Wealth Management | 0.59% | Reduce -2.4% | 83,420 | $5.4M |
| Yousif Capital Management, LLC | 0.06% | Reduce -1.8% | 76,711 | $5.4M |
| Ensign Peak Advisors, Inc | 0.01% | Add +34.6% | 82,561 | $5.3M |
| Citadel Advisors | 0.00% | New | 79,541 | $5.1M |
| Te Ahumairangi Investment Management Ltd | 0.91% | Reduce -0.3% | 79,297 | $5.1M |
| IFM Investors Pty Ltd | 0.04% | Add +0.0% | 78,536 | $5.1M |
| Meritage Portfolio Management | 0.32% | Reduce -0.1% | 73,770 | $4.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +3.6% | 73,636 | $4.7M |
| Adams Asset Advisors, LLC | 0.63% | Add +2.6% | 73,318 | $4.7M |
| Westwood Holdings Group Inc. | 0.04% | New | 70,726 | $4.6M |
| Cohen Capital Management, Inc. | 0.68% | No change | 70,141 | $4.5M |
| Uniplan Investment Counsel, Inc. | 0.46% | Add +47.3% | 68,618 | $4.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 68,120 | $4.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +14.0% | 65,544 | $4.2M |
| Exchange Traded Concepts, LLC | 0.04% | Add +6.3% | 65,475 | $4.2M |
| New Age Alpha Advisors, LLC | 0.18% | Add +44.3% | 64,743 | $4.2M |
| Forsta Ap-Fonden | 0.02% | Add +0.5% | 64,500 | $4.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.4% | 62,826 | $4.0M |
| State of Michigan Retirement System | 0.02% | Add +4.8% | 62,700 | $4.0M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.3% | 61,750 | $4.0M |
| Louisiana State Employees Retirement System | 0.07% | Reduce -0.7% | 60,600 | $3.9M |
| Arizona State Retirement System | 0.02% | Reduce -6.8% | 60,171 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -11.0% | 59,571 | $3.8M |
| Handelsbanken Fonder AB | 0.01% | No change | 58,800 | $3.8M |
| Andra AP-fonden | 0.05% | Reduce -30.3% | 58,000 | $3.7M |
| LMR Partners LLP | 0.05% | New | 57,558 | $3.7M |
| Cresset Asset Management, LLC | 0.02% | Add +2.4% | 55,897 | $3.6M |
| Engineers Gate Manager LP | 0.04% | New | 56,054 | $3.6M |
| Brown, Lisle/Cummings, Inc. | 0.88% | Add +4.1% | 55,794 | $3.6M |
| Metis Global Partners, LLC | 0.08% | Add +4.3% | 54,076 | $3.5M |
| Millennium Management | 0.00% | Reduce -91.3% | 54,015 | $3.5M |
| Point72 Asset Management | 0.01% | New | 53,017 | $3.4M |
| Alpha Omega Wealth Management LLC | 0.55% | Reduce -0.8% | 51,420 | $3.3M |
| HighPoint Advisor Group LLC | 0.07% | Add +11.2% | 50,238 | $3.2M |
| Creegan & Nassoura Financial Group, LLC | 2.07% | Reduce -3.9% | 49,630 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +5.8% | 49,540 | $3.2M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -3.4% | 49,199 | $3.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 49,135 | $3.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.5% | 49,030 | $3.2M |
| Romano Brothers and Company | 0.36% | Reduce -2.6% | 48,910 | $3.1M |
| NewSquare Capital LLC | 0.28% | Reduce -28.8% | 48,897 | $3.1M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -25.8% | 48,500 | $3.1M |
| TT Capital Management LLC | 2.47% | Reduce -22.2% | 48,214 | $3.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | New | 46,934 | $3.0M |
| Oak Thistle LLC | 0.41% | New | 45,404 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -4.6% | 44,677 | $2.9M |
| Pensionfund PDN | 1.88% | Reduce -4.3% | 44,300 | $2.9M |
| Freedom Financial Partners LLC | 1.04% | Reduce -3.2% | 44,288 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 44,014 | $2.8M |
| Mariner, LLC | 0.00% | Reduce -47.2% | 43,789 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -1.1% | 43,619 | $2.8M |
| New Mexico Educational Retirement Board | 0.08% | No change | 43,400 | $2.8M |
| Presima Securities ULC | 1.60% | Add +0.8% | 43,207 | $2.8M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -8.7% | 43,119 | $2.8M |
| Pensionfund Sabic | 0.75% | Reduce -2.3% | 42,804 | $2.8M |
| Dark Forest Capital Management LP | 0.13% | New | 42,707 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.1% | 41,428 | $2.7M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -7.5% | 40,843 | $2.6M |
| Bank of Montreal | 0.00% | Reduce -13.3% | 40,740 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.8% | 40,277 | $2.6M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -2.2% | 40,162 | $2.6M |
| DNB Asset Management AS | 0.01% | No change | 38,987 | $2.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +23.3% | 38,794 | $2.5M |
| Capital Square, LLC | 1.25% | Reduce -12.7% | 38,193 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.7% | 37,985 | $2.4M |
| Arkadios Wealth Advisors | 0.05% | Add +4.2% | 37,954 | $2.4M |
| Meixler Investment Management, Ltd. | 1.48% | Add +3.1% | 37,844 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 37,695 | $2.4M |
| Nomura Asset Management International Inc. | 0.00% | — | 37,387 | $2.4M |
| Royal Fund Management, LLC | 0.22% | Add +133.9% | 37,262 | $2.4M |
| Heitman Real Estate Securities LLC | 0.17% | Reduce -53.4% | 36,987 | $2.4M |
| Sfmg, LLC | 0.16% | Reduce -4.5% | 36,748 | $2.4M |
| QRG Capital Management, Inc. | 0.03% | Reduce -13.7% | 36,357 | $2.3M |
| Utah Retirement Systems | 0.02% | No change | 35,703 | $2.3M |
| Osmosis Investment Management UK Ltd | 0.06% | — | 34,822 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +0.5% | 35,137 | $2.3M |
| Investmark Advisory Group LLC | 0.96% | Reduce -1.0% | 34,957 | $2.2M |
| Prudential PLC | 0.02% | Reduce -59.2% | 34,563 | $2.2M |
| Ostrum Asset Management | 0.11% | Reduce -24.9% | 34,507 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +0.4% | 34,381 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -63.6% | 34,288 | $2.2M |
| Xponance LLC | 0.02% | Reduce -10.5% | 34,159 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Add +4.5% | 34,127 | $2.2M |
| Weaver Consulting Group | 0.53% | Reduce -0.8% | 33,927 | $2.2M |
| Bridgewater Associates | 0.01% | New | 33,703 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -5.5% | 33,025 | $2.1M |
| Vestcor Inc | 0.06% | Add +635.0% | 32,611 | $2.1M |
| XML Financial, LLC | 0.17% | Reduce -2.8% | 32,027 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -2.0% | 31,954 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.7% | 30,758 | $2.0M |
| &partners | 0.01% | Add +1.1% | 30,292 | $1.9M |
| NEOS Investment Management LLC | 0.01% | Add +43.1% | 30,288 | $1.9M |
| Wellington Shields Capital Management, LLC | 0.28% | Reduce -5.0% | 30,177 | $1.9M |
| M&T Bank Corp | 0.01% | Add +188.8% | 30,127 | $1.9M |
| Waldron Private Wealth LLC | 0.08% | No change | 30,074 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | Add +38.4% | 29,947 | $1.9M |
| Generali Asset Management SPA SGR | 0.04% | New | 29,524 | $1.9M |
| Griffin Asset Management, Inc. | 0.20% | Add +4.1% | 29,273 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Add +4.7% | 29,218 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.8% | 28,431 | $1.8M |
| AlphaQuest LLC | 0.10% | Add +63.3% | 28,339 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.49% | Reduce -0.3% | 28,272 | $1.8M |
| Gradient Capital Advisors, LLC | 0.46% | Reduce -0.7% | 27,997 | $1.8M |
| TD Asset Management Inc | 0.00% | Add +8.4% | 26,862 | $1.7M |
| Flputnam Investment Management Co. | 0.02% | Add +1.0% | 26,534 | $1.7M |
| Inspire Investing, LLC | 0.15% | Add +6.4% | 26,298 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -23.9% | 26,155 | $1.7M |
| Excalibur Management Corp. | 0.60% | Reduce -2.5% | 25,873 | $1.7M |
| OP Asset Management Ltd | 0.02% | No change | 25,737 | $1.7M |
| New Insight Wealth Advisors | 0.59% | Reduce -14.0% | 25,590 | $1.6M |
| Cozad Asset Management Inc. | 0.13% | Reduce -0.4% | 25,525 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +98.8% | 25,498 | $1.6M |
| Fiduciary Alliance LLC | 0.11% | Reduce -0.5% | 25,330 | $1.6M |
| XTX Topco Ltd | 0.04% | New | 25,086 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -1.1% | 24,436 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -27.9% | 23,682 | $1.6M |
| Laurel Oak Wealth Management, LLC | 0.26% | — | 24,026 | $1.5M |
| Knights of Columbus Asset Advisors LLC | 0.09% | Reduce -40.1% | 23,986 | $1.5M |
| Hilltop Partners LLC | 0.39% | Reduce -1.3% | 23,709 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.18% | Reduce -31.7% | 23,341 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.6% | 22,949 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Reduce -1.3% | 22,952 | $1.5M |
| NorthRock Partners, LLC | 0.02% | Add +14.3% | 22,897 | $1.5M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -16.3% | 20,774 | $1.5M |
| Tredje AP-fonden | 0.01% | No change | 22,678 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +13.1% | 22,747 | $1.5M |
| Ethic Inc. | 0.02% | Add +7.3% | 22,653 | $1.5M |
| Erste Asset Management GmbH | 0.01% | Add +10.9% | 22,400 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.09% | Reduce -0.0% | 22,376 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -2.5% | 22,140 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -7.4% | 22,054 | $1.4M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -5.4% | 22,000 | $1.4M |
| Jeppson Wealth Management, LLC | 0.44% | Reduce -0.1% | 21,656 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.2% | 21,328 | $1.4M |
| Penserra Capital Management LLC | 0.02% | Reduce -6.6% | 21,285 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.6% | 20,819 | $1.3M |
| Summit Financial, LLC | 0.02% | Reduce -3.9% | 20,441 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Add +34.4% | 20,691 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Add +152.3% | 20,270 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,336 | $1.3M |
| Moors & Cabot, Inc. | 0.06% | Add +1.7% | 20,165 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Reduce -12.0% | 19,791 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 19,780 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -25.6% | 19,676 | $1.3M |
| Clarion Wealth Managment Partners, LLC | 1.16% | Reduce -8.0% | 19,512 | $1.3M |
| Avanza Fonder AB | 0.03% | No change | 19,199 | $1.2M |
| Hancock Whitney Corp. | 0.02% | Add +0.2% | 19,145 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -22.8% | 18,647 | $1.2M |
| GMO | 0.00% | Add +4.1% | 18,608 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +27.1% | 18,500 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Add +126.1% | 18,384 | $1.2M |
| Sienna Gestion | 0.07% | New | 18,182 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +2.5% | 19,393 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +29.2% | 18,022 | $1.2M |
| HORAN Wealth, LLC | 0.18% | Add +3.4% | 17,811 | $1.1M |
| Colonial Trust Advisors | 0.09% | Add +10.3% | 17,666 | $1.1M |
| Harbor Investment Advisory, LLC | 0.08% | Add +0.0% | 17,154 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -1.9% | 17,074 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +20.1% | 16,925 | $1.1M |
| Associated Banc-Corp | 0.03% | Reduce -13.6% | 16,725 | $1.1M |
| Allstate Corp. | 0.01% | Add +111.8% | 16,522 | $1.1M |
| Siemens Fonds Invest GmbH | 0.06% | Add +427.7% | 16,232 | $1.1M |
| Naviter Wealth, LLC | 0.14% | Reduce -8.2% | 16,215 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.3% | 16,391 | $1.1M |
| Carnegie Lake Advisors LLC | 0.40% | Reduce -0.8% | 16,386 | $1.1M |
| Curi Capital, LLC | 0.02% | Add +5.2% | 16,055 | $1.0M |
| FineMark National Bank & Trust | 0.03% | No change | 16,196 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Add +13.3% | 16,161 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -0.6% | 16,108 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.01% | Add +5.5% | 16,012 | $1.0M |
| Securian Asset Management, Inc. | 0.04% | Reduce -2.6% | 15,970 | $1.0M |
| Summit Trail Advisors, LLC | 0.02% | Add +48.3% | 15,604 | $1.0M |
| Samalin Investment Counsel, LLC | 0.36% | Reduce -0.2% | 15,662 | $1.0M |
| NewEdge Wealth, LLC | 0.01% | Add +11.8% | 15,612 | $1.0M |
| Bank of Nova Scotia | 0.00% | Add +32.2% | 15,514 | $998K |
| Wealthstar Advisors, LLC | 0.54% | Add +0.2% | 15,393 | $991K |
| Arax Advisory Partners | 0.03% | Reduce -18.7% | 15,042 | $968K |
| Entropy Technologies, LP | 0.05% | Reduce -13.4% | 14,952 | $962K |
| Investment Management Corp of Ontario | 0.01% | Add +44.7% | 14,818 | $954K |
| Vanderbilt University | 0.16% | Reduce -1.8% | 14,806 | $953K |
| Farther Finance Advisors, LLC | 0.01% | Add +133.3% | 14,516 | $934K |
| Friedenthal Financial | 0.48% | New | 14,504 | $933K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -53.4% | 14,268 | $918K |
| DoubleLine ETF Adviser LP | 0.27% | Add +3.6% | 14,154 | $911K |
| Applied Capital LLC | 0.62% | Add +31.0% | 14,149 | $911K |
| LRI Investments, LLC | 0.07% | Reduce -1.2% | 14,132 | $910K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -5.5% | 13,967 | $899K |
| Roof Eidam Maycock Peralta, LLC | 0.20% | Add +58.8% | 13,883 | $894K |
| Cullen Capital Management, LLC | 0.01% | No change | 13,847 | $891K |
| Bahl & Gaynor LLC | 0.00% | No change | 13,843 | $891K |
| AIA Group Ltd | 0.01% | Add +208.0% | 13,834 | $890K |
| Texas Yale Capital Corp. | 0.03% | Reduce -1.6% | 13,806 | $889K |
| Atria Investments, Inc | 0.01% | Reduce -0.2% | 13,779 | $887K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -2.6% | 13,670 | $880K |
| Kentucky Retirement Systems | 0.02% | No change | 13,608 | $876K |
| Modern Wealth Management, LLC | 0.02% | Add +53.8% | 13,565 | $873K |
| Waverly Advisors, LLC | 0.01% | Add +20.0% | 13,462 | $866K |
| PFG Investments, LLC | 0.04% | Reduce -6.3% | 13,436 | $865K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.0% | 13,235 | $852K |
| Vista Investment Management | 0.28% | Reduce -3.6% | 13,201 | $850K |
| Abn Amro Investment Solutions | 0.01% | Add +134.9% | 13,188 | $849K |
| Howe & Rusling Inc. | 0.06% | Reduce -1.1% | 13,153 | $847K |
| EP Wealth Advisors, LLC | 0.00% | — | 13,149 | $846K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +50.5% | 13,108 | $844K |
| Pasadena Private Wealth, LLC | 0.11% | New | 12,885 | $829K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 12,850 | $827K |
| Everstar Asset Management, LLC | 0.44% | Add +3.5% | 12,735 | $820K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.3% | 12,723 | $819K |
| RB Capital Management, LLC | 0.17% | Reduce -4.3% | 12,513 | $805K |
| Graham Capital Management, L.P. | 0.04% | New | 12,490 | $804K |
| World Investment Advisors | 0.01% | Add +52.9% | 12,469 | $802K |
| Vident Advisory, LLC | 0.01% | Reduce -5.4% | 12,419 | $799K |
| Signal Advisors Wealth, LLC | 0.06% | Add +31.1% | 12,379 | $797K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 12,335 | $794K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -28.4% | 12,291 | $791K |
| Financial Gravity Asset Management, Inc. | 0.15% | No change | 12,271 | $790K |
| Picton Mahoney Asset Management | 0.01% | Reduce -4.7% | 12,134 | $781K |
| Wealthspire Advisors, LLC | 0.01% | Add +2.8% | 12,058 | $776K |
| Advisory Services Network, LLC | 0.01% | Add +4.8% | 11,943 | $769K |
| Independent Advisor Alliance | 0.02% | Reduce -15.4% | 11,926 | $768K |
| Founders Financial Alliance, LLC | 0.14% | Reduce -5.8% | 11,819 | $761K |
| Cooper Financial Group | 0.08% | Reduce -0.7% | 11,709 | $754K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Add +6.5% | 11,692 | $752K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | — | 11,669 | $751K |
| Stephens Inc. | 0.01% | Reduce -8.5% | 11,454 | $737K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Add +2.5% | 11,367 | $732K |
| Client 1ST Advisory Group, LLC | 0.23% | No change | 11,208 | $721K |
| Cornercap Investment Counsel Inc. | 0.35% | Reduce -1.4% | 11,131 | $716K |
| BLB&B Advisors, LLC | 0.03% | Add +0.0% | 11,048 | $711K |
| AE Wealth Management LLC | 0.00% | Add +4.7% | 11,044 | $711K |
| DRW Securities, LLC | 0.05% | Add +43.9% | 10,835 | $697K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -3.4% | 10,596 | $682K |
| Tidal Investments LLC | 0.00% | Add +8.1% | 10,561 | $680K |
| Compound Planning, Inc. | 0.02% | Add +2.9% | 10,527 | $678K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,756 | $675K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 10,390 | $669K |
| Invst, LLC | 0.07% | Reduce -6.3% | 10,379 | $668K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 10,300 | $663K |
| Dudley Capital Management, LLC | 0.29% | No change | 10,175 | $655K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -58.0% | 10,157 | $654K |
| Norinchukin Bank, The | 0.01% | Reduce -2.9% | 10,152 | $653K |
| MAI Capital Management | 0.00% | Reduce -6.9% | 10,144 | $653K |
| Venture Visionary Partners LLC | 0.02% | New | 9,968 | $653K |
| Maryland State Retirement & Pension System | 0.01% | No change | 10,127 | $652K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 10,026 | $645K |
| IHT Wealth Management, LLC | 0.02% | Add +1.3% | 10,004 | $644K |
| Ticino Wealth | 0.24% | — | 10,000 | $644K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.9% | 9,981 | $642K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 9,957 | $641K |
| Demars Financial Group, LLC | 0.21% | Reduce -0.2% | 9,935 | $639K |
| Accel Wealth Management | 0.17% | Reduce -3.1% | 9,921 | $639K |
| Liberty Square Wealth Partners LLC | 0.18% | Reduce -3.0% | 9,901 | $637K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -19.5% | 9,837 | $633K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 9,600 | $618K |
| C2C Wealth Management, LLC | 0.52% | Reduce -1.5% | 9,570 | $616K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -95.6% | 9,277 | $601K |
| Old Port Advisors | 0.15% | Reduce -1.5% | 9,336 | $601K |
| Gallacher Capital Management LLC | 0.23% | Reduce -14.3% | 9,329 | $600K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.0% | 9,318 | $600K |
| Laraway Financial Advisors Inc | 0.39% | Add +52.8% | 9,251 | $595K |
| Hilltop Holdings Inc. | 0.04% | Reduce -2.0% | 9,201 | $592K |
| Spirit of America Management Corp. | 0.13% | No change | 9,200 | $592K |
| Prosperity Consulting Group, LLC | 0.03% | Add +0.3% | 9,184 | $591K |
| National Pension Service | 0.00% | Add +49.5% | 9,096 | $585K |
| NewEdge Advisors, LLC | 0.00% | Add +16.7% | 9,072 | $584K |
| Brookwood Investment Group LLC | 0.07% | Add +1.7% | 8,936 | $575K |
| Cambria Investment Management, L.P. | 0.03% | New | 8,875 | $571K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +2.2% | 8,829 | $568K |
| ProShare Advisors LLC | 0.00% | Reduce -5.7% | 8,787 | $566K |
| Boothbay Fund Management, LLC | 0.02% | New | 8,754 | $563K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +6.2% | 8,725 | $562K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +5.8% | 8,682 | $559K |
| Wellington Shields & Co., LLC | 0.14% | Reduce -2.6% | 8,660 | $557K |
| Canada Post Corp Registered Pension Plan | 0.02% | New | 8,653 | $557K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -29.9% | 8,647 | $557K |
| Mgo One Seven LLC | 0.01% | Reduce -1.2% | 8,615 | $554K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -20.6% | 8,600 | $554K |
| Ossiam | 0.01% | Reduce -44.6% | 8,593 | $553K |
| Family Wealth Partners, LLC | 0.20% | Reduce -2.4% | 8,539 | $550K |
| Commerce Bank | 0.00% | Add +5.3% | 8,522 | $548K |
| 1832 Asset Management L.P. | 0.00% | Reduce -61.3% | 8,452 | $544K |
| Intrua Financial, LLC | 0.06% | Reduce -9.8% | 8,286 | $533K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 8,280 | $533K |
| Ballentine Partners, LLC | 0.01% | Add +8.3% | 8,201 | $528K |
| Archer Investment Corp | 0.12% | No change | 8,168 | $526K |
| Lanark Financial, Inc. | 0.04% | Reduce -1.3% | 8,103 | $522K |
| Colonial Trust Co / SC | 0.07% | Add +25.6% | 8,072 | $520K |
| Choreo, LLC | 0.01% | Reduce -3.5% | 7,952 | $519K |
| Hudson Portfolio Management LLC | 0.44% | Reduce -3.7% | 7,867 | $506K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 7,836 | $504K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -16.4% | 7,826 | $504K |
| Focus Financial Network, Inc. | 0.02% | Add +0.0% | 7,780 | $501K |
| Round Rock Advisors LLC | 0.07% | No change | 7,634 | $491K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +1.9% | 7,624 | $491K |
| North Dakota State Investment Board | 0.02% | — | 7,616 | $490K |
| Apella Capital, LLC | 0.01% | Add +3.7% | 7,603 | $489K |
| Gen-Wealth Partners Inc | 0.16% | Add +2.0% | 7,572 | $487K |
| Glenmede Trust Co. NA | 0.00% | — | 7,476 | $481K |
| Shelton Capital Management | 0.01% | Reduce -5.5% | 7,410 | $477K |
| FLC Capital Advisors | 0.09% | No change | 7,362 | $474K |
| Armstrong, Fleming & Moore, Inc | 0.22% | Reduce -1.1% | 7,327 | $472K |
| Diligent Investors, LLC | 0.11% | Reduce -33.3% | 7,250 | $467K |
| Brooklyn Investment Group | 0.02% | New | 7,197 | $466K |
| EFG International AG | 0.01% | — | 7,231 | $465K |
| KOM Wealth Management Group, LLC | 0.33% | Add +1.3% | 7,204 | $464K |
| Eldridge Investment Advisors, Inc. | 0.10% | No change | 7,188 | $463K |
| Ignite Planners, LLC | 0.07% | Add +0.3% | 6,630 | $462K |
| WealthPLAN Partners, LLC | 0.07% | Add +2.8% | 7,169 | $461K |
| FJ Capital Management LLC | 0.05% | Reduce -61.2% | 7,091 | $456K |
| Axis Wealth Partners, LLC | 0.25% | Reduce -5.1% | 7,030 | $452K |
| Orion Capital Management LLC | 0.15% | Reduce -34.5% | 7,000 | $451K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -5.5% | 6,949 | $447K |
| GeoWealth Management, LLC | 0.02% | Reduce -5.4% | 6,947 | $447K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -4.0% | 6,661 | $435K |
| MKT Advisors LLC | 0.15% | Reduce -1.2% | 6,665 | $427K |
| CIBC Private Wealth Group LLC | 0.00% | Add +29.9% | 6,474 | $417K |
| Avion Wealth | 0.09% | Add +0.1% | 6,426 | $413K |
| Kovack Advisors, Inc. | 0.02% | Add +80.4% | 6,379 | $411K |
| Peddock Capital Advisors, LLC | 0.09% | Reduce -5.2% | 6,356 | $409K |
| Austin Private Wealth, LLC | 0.03% | Reduce -17.9% | 6,287 | $405K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.6% | 6,281 | $404K |
| Rockport Wealth LLC | 0.08% | No change | 6,271 | $404K |
| RFG Advisory, LLC | 0.01% | Reduce -2.9% | 6,258 | $403K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.4% | 6,197 | $399K |
| Virtus Advisers, LLC | 0.19% | Add +1.7% | 6,103 | $393K |
| Machina Capital S.A.S. | 0.07% | Reduce -36.9% | 6,102 | $393K |
| Ameritas Advisory Services, LLC | 0.01% | Add +39.0% | 6,068 | $391K |
| Gilbert & Cook, Inc. | 0.05% | Add +1.4% | 6,060 | $390K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.4% | 6,058 | $390K |
| Occidental Asset Management, LLC | 0.05% | New | 6,002 | $386K |
| Krane Funds Advisors LLC | 0.01% | New | 5,974 | $384K |
| Vise Technologies, Inc. | 0.01% | New | 5,961 | $384K |
| Axq Capital, LP | 0.09% | New | 5,945 | $383K |
| Evergreen Capital Management LLC | 0.01% | Reduce -31.9% | 5,901 | $382K |
| Valeo Financial Advisors, LLC | 0.01% | Add +5.0% | 5,939 | $382K |
| Jacobi Capital Management LLC | 0.02% | Add +2.5% | 5,886 | $379K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 5,806 | $374K |
| Retirement Planning Co of New England, Inc. | 0.15% | Reduce -9.1% | 5,809 | $374K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -64.4% | 5,764 | $371K |
| Ethos Financial Group, LLC | 0.03% | Reduce -6.3% | 5,751 | $370K |
| Stronghold Wealth Management L.L.C. | 0.55% | — | 5,739 | $369K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | No change | 5,704 | $367K |
| Allen Capital Group, LLC | 0.03% | Reduce -0.1% | 5,693 | $366K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 5,645 | $363K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -13.2% | 5,635 | $363K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.8% | 5,612 | $361K |
| Gutierrez Wealth Advisory, LLC | 0.23% | Add +0.5% | 5,606 | $361K |
| True North Advisors, LLC | 0.05% | Reduce -2.3% | 5,528 | $356K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -1.2% | 5,500 | $354K |
| Canada Pension Plan Investment Board | 0.00% | New | 5,500 | $354K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -1.4% | 5,469 | $352K |
| DF Dent & Co. Inc. | 0.01% | No change | 5,464 | $352K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.3% | 5,446 | $350K |
| CarsonAllaria Wealth Management, Ltd. | 0.17% | Add +0.5% | 5,419 | $349K |
| Savant Capital, LLC | 0.00% | Reduce -0.4% | 5,393 | $347K |
| International Assets Investment Management, LLC | 0.02% | Reduce -19.1% | 5,391 | $347K |
| Herold Advisors, Inc. | 0.08% | Add +0.3% | 5,373 | $346K |
| United Capital Financial Advisors, LLC | 0.00% | Add +35.2% | 5,342 | $344K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.7% | 5,326 | $343K |
| NWF Advisory Services Inc. | 0.04% | No change | 5,271 | $339K |
| Fisher Asset Management | 0.00% | Reduce -25.3% | 5,262 | $339K |
| Woodward Diversified Capital, LLC | 0.15% | Add +3.9% | 5,243 | $337K |
| Jackson Wealth Management, LLC | 0.03% | No change | 5,233 | $337K |
| STRS Ohio | 0.00% | Reduce -93.6% | 5,192 | $334K |
| Flagship Private Wealth, LLC | 0.13% | No change | 5,183 | $334K |
| VestGen Advisors, LLC | 0.01% | Add +53.1% | 5,159 | $332K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | Add +0.2% | 5,098 | $328K |
| Western Wealth Management, LLC | 0.02% | Reduce -5.8% | 5,094 | $328K |
| Family Legacy, Inc. | 0.10% | Add +0.6% | 5,063 | $326K |
| Brevan Howard Capital Management LP | 0.01% | Add +25.9% | 5,022 | $323K |
| Benjamin Edwards Inc. | 0.00% | Reduce -2.8% | 4,996 | $322K |
| Summit Wealth Group, LLC | 0.08% | Add +0.3% | 4,996 | $322K |
| Widmann Financial Services, Inc. | 0.20% | Add +8.0% | 4,985 | $321K |
| Accurate Wealth Management, LLC | 0.04% | Add +8.6% | 4,788 | $318K |
| Apollon Financial, LLC | 0.05% | Reduce -1.1% | 4,910 | $316K |
| KPP Advisory Services LLC | 0.05% | Reduce -0.1% | 4,892 | $315K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.7% | 4,885 | $314K |
| Plato Investment Management Ltd | 0.02% | Add +453.4% | 4,853 | $314K |
| Jacobs Equity LLC | 0.30% | — | 4,868 | $313K |
| Seeds Investor LLC | 0.06% | Reduce -2.2% | 4,862 | $313K |
| Credit Agricole S A | 0.00% | Reduce -29.4% | 4,861 | $313K |
| Chicago Partners Investment Group LLC | 0.01% | Add +4.7% | 4,496 | $312K |
| Park Avenue Securities LLC | 0.00% | Reduce -23.2% | 4,837 | $311K |
| Composition Wealth, LLC | 0.00% | Add +32.2% | 4,815 | $310K |
| Advisortrust Partners, LLC | 0.14% | — | 4,809 | $310K |
| D. E. Shaw & Co. | 0.00% | Reduce -55.7% | 4,797 | $309K |
| Claris Financial LLC | 0.16% | Reduce -0.4% | 4,784 | $308K |
| Root Financial Partners, LLC | 0.02% | Add +0.2% | 4,773 | $307K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 4,762 | $306K |
| Sagewood Asset Management LP | 0.11% | — | 4,758 | $306K |
| Kestra Investment Management, LLC | 0.01% | Reduce -7.4% | 4,713 | $303K |
| Tiaa Trust, National Association | 0.00% | Reduce -11.6% | 4,709 | $303K |
| Profund Advisors LLC | 0.01% | Reduce -4.2% | 4,684 | $301K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -37.7% | 4,670 | $301K |
| Jefferies Financial Group Inc. | 0.00% | New | 4,633 | $298K |
| Fifth Third Bancorp | 0.00% | Add +11.3% | 4,626 | $298K |
| Burney Co./ | 0.01% | Reduce -3.9% | 4,510 | $290K |
| Dividend Assets Capital, LLC | 0.06% | No change | 4,500 | $290K |
| Harbour Investments, Inc. | 0.01% | Add +66.4% | 4,479 | $288K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,480 | $288K |
| AlphaGrep UK Ltd | 0.10% | — | 4,446 | $286K |
| Mystic Asset Management, Inc. | 0.06% | No change | 4,426 | $285K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 4,419 | $284K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 4,206 | $280K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -30.1% | 4,346 | $280K |
| Carret Asset Management, LLC | 0.03% | Reduce -18.0% | 4,332 | $279K |
| Strathmore Capital Advisors, Inc. | 0.09% | No change | 4,327 | $278K |
| Pathfinder Wealth Consulting, Inc. | 0.18% | — | 4,313 | $278K |
| Advocate Investing Services LLC | 0.25% | — | 4,258 | $274K |
| Aaron Wealth Advisors LLC | 0.02% | Add +26.6% | 4,234 | $273K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -1.0% | 4,136 | $270K |
| Parallel Advisors, LLC | 0.00% | Add +5.5% | 4,166 | $268K |
| Keudell/Morrison Wealth Management | 0.06% | — | 4,150 | $267K |
| MQS Management LLC | 0.16% | New | 4,110 | $265K |
| Regions Financial Corp. | 0.00% | Reduce -23.5% | 4,067 | $262K |
| TritonPoint Partners, LLC | 0.14% | — | 3,990 | $260K |
| Kathmere Capital Management, LLC | 0.02% | Add +2.9% | 4,039 | $260K |
| Woodline Partners LP | 0.00% | New | 4,035 | $260K |
| Meeder Advisory Services, Inc. | 0.01% | New | 4,013 | $258K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -30.4% | 3,947 | $258K |
| Cadence Bank | 0.02% | No change | 4,001 | $258K |
| Cherry Tree Wealth Management, LLC | 0.05% | Reduce -15.0% | 4,000 | $257K |
| Philadelphia Trust Co. | 0.02% | No change | 4,000 | $257K |
| Belvedere Trading LLC | 0.05% | New | 3,972 | $256K |
| New Wave Wealth Advisors LLC | 0.09% | Add +5.6% | 3,917 | $256K |
| Meridian Wealth Management, LLC | 0.01% | New | 3,939 | $254K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | — | 3,933 | $253K |
| Greenleaf Trust | 0.00% | Reduce -8.1% | 3,910 | $252K |
| Basepoint Wealth LLC | 0.15% | Reduce -30.8% | 3,900 | $251K |
| Insight Wealth Partners, LLC | 0.10% | Add +0.4% | 3,870 | $249K |
| GAMMA Investing LLC | 0.01% | Reduce -3.4% | 3,867 | $249K |
| Aster Capital Management (DIFC) Ltd | 0.11% | Reduce -11.3% | 3,864 | $249K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 3,837 | $247K |
| SageView Advisory Group, LLC | 0.01% | Reduce -12.1% | 3,815 | $246K |
| Wealth Management Strategies, Inc. | 0.11% | Reduce -1.8% | 3,793 | $244K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -0.2% | 3,787 | $244K |
| Lazard Asset Management LLC | 0.00% | Reduce -8.8% | 3,786 | $244K |
| ORG Partners LLC | 0.04% | Add +146.9% | 3,771 | $243K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 3,770 | $243K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 3,751 | $241K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 3,747 | $241K |
| Callan Family Office, LLC | 0.01% | Add +18.2% | 3,737 | $241K |
| Mach-1 Financial Group, LLC | 0.05% | New | 3,717 | $239K |
| Keynote Financial Services LLC | 0.13% | No change | 3,710 | $239K |
| Battery Global Advisors, LLC | 0.11% | No change | 3,655 | $239K |
| Capital Advisory Group Advisory Services, LLC | 0.07% | Reduce -5.1% | 3,707 | $239K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -0.1% | 3,692 | $238K |
| Capital Planning Advisors, LLC | 0.03% | Add +1.0% | 3,686 | $237K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.7% | 3,683 | $237K |
| HUB Investment Partners, LLC | 0.01% | Reduce -15.8% | 3,629 | $234K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -1.2% | 3,628 | $233K |
| Fiera Capital Corp | 0.00% | No change | 3,627 | $233K |
| Columbia Asset Management | 0.04% | Reduce -2.7% | 3,625 | $233K |
| CX Institutional | 0.01% | Reduce -53.1% | 3,618 | $233K |
| Sawyer & Company, Inc | 0.08% | Reduce -38.9% | 3,595 | $231K |
| D.B. Root & Company, LLC | 0.06% | Reduce -12.2% | 3,591 | $231K |
| Private Trust Co. NA | 0.02% | Reduce -8.7% | 3,561 | $229K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -12.8% | 3,553 | $229K |
| Verity Asset Management, Inc. | 0.10% | New | 3,526 | $227K |
| Titleist Asset Management, LLC | 0.02% | New | 3,523 | $227K |
| Sage Rhino Capital LLC | 0.04% | Add +2.1% | 3,518 | $226K |
| UMB Bank, n.a. | 0.00% | Add +8.2% | 3,516 | $226K |
| Prospera Financial Services Inc | 0.00% | Reduce -7.8% | 3,515 | $226K |
| GTS Securities LLC | 0.01% | New | 3,509 | $226K |
| King Wealth Management Group | 0.03% | No change | 3,495 | $225K |
| Evolve Private Wealth, LLC | 0.01% | — | 3,437 | $224K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.8% | 3,460 | $223K |
| Inspire Advisors, LLC | 0.02% | Reduce -3.1% | 3,454 | $222K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,452 | $222K |
| Savvy Advisors, Inc. | 0.01% | Reduce -8.2% | 3,447 | $222K |
| NorthStar Asset Management LLC | 0.10% | Add +0.3% | 3,430 | $221K |
| Focused Wealth Management, Inc | 0.02% | Add +0.9% | 3,428 | $221K |
| LVW Advisors, LLC | 0.02% | Add +0.6% | 3,425 | $220K |
| TCW Group Inc. | 0.00% | New | 3,417 | $220K |
| Sound Income Strategies, LLC | 0.01% | Reduce -0.5% | 3,117 | $219K |
| Detalus Advisors, LLC | 0.05% | No change | 3,400 | $219K |
| SWP Financial LLC | 0.11% | No change | 3,352 | $216K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,298 | $215K |
| Procyon Advisors, LLC | 0.01% | Reduce -2.5% | 3,325 | $214K |
| Bourgeon Capital Management LLC | 0.04% | No change | 3,300 | $212K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,300 | $212K |
| Allied Investment Advisors, LLC | 0.03% | New | 3,281 | $211K |
| Virtu Financial LLC | 0.01% | Reduce -19.3% | 3,284 | $211K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 3,272 | $211K |
| National Bank of Canada | 0.00% | Add +122.1% | 3,263 | $210K |
| Syon Capital LLC | 0.01% | New | 3,238 | $208K |
| Salem Investment Counselors Inc. | 0.01% | Add +418.9% | 3,181 | $208K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -19.2% | 3,216 | $207K |
| BCS Wealth Management | 0.02% | New | 3,200 | $206K |
| Horizon Investments, LLC | 0.00% | New | 3,193 | $206K |
| Gateway Investment Advisers LLC | 0.00% | Add +1.6% | 3,190 | $205K |
| GW Henssler & Associates Ltd. | 0.01% | Add +0.3% | 3,166 | $204K |
| Clearview Wealth Advisors LLC | 0.13% | Reduce -4.6% | 3,154 | $203K |
| Motco | 0.02% | Reduce -2.0% | 3,076 | $198K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -0.9% | 2,898 | $187K |
| HM Payson & Co. | 0.00% | Reduce -3.3% | 2,890 | $186K |
| FIL Ltd | 0.00% | Reduce -39.4% | 2,704 | $174K |
| Trust Co. of Vermont | 0.01% | No change | 2,691 | $173K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.8% | 2,677 | $172K |
| ASR Vermogensbeheer N.V. | 0.00% | Add +3222.8% | 2,625 | $169K |
| Group One Trading LLC | 0.00% | Reduce -2.5% | 2,578 | $166K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,519 | $162K |
| Turning Point Benefit Group, Inc. | 0.08% | Add +6.3% | 2,511 | $162K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -32.6% | 2,470 | $159K |
| Larson Financial Group LLC | 0.01% | Add +0.8% | 2,439 | $157K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -0.4% | 2,420 | $156K |
| Bfsg, LLC | 0.01% | Reduce -10.5% | 2,393 | $154K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -2.5% | 2,382 | $153K |
| Bessemer Group Inc. | 0.00% | Add +127.1% | 2,380 | $153K |
| Quarry LP | 0.03% | Add +1018.6% | 2,349 | $151K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 2,246 | $145K |
| St Germain D J Co. Inc. | 0.01% | Reduce -6.9% | 2,143 | $138K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.5% | 2,059 | $133K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.8% | 2,020 | $130K |
| Westend Capital Management, LLC | 0.04% | No change | 2,000 | $129K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,810 | $116K |
| Spire Wealth Management | 0.00% | Reduce -28.9% | 1,646 | $106K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,636 | $105K |
| Fairscale Capital, LLC | 0.07% | No change | 1,600 | $104K |
| MCF Advisors LLC | 0.01% | Add +75.2% | 1,561 | $102K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.7% | 1,568 | $101K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +49.7% | 1,545 | $101K |
| Asset Planning,Inc | 0.07% | No change | 1,540 | $99K |
| Pillar Financial Advisors, LLC | 0.06% | No change | 1,489 | $96K |
| Whittier Trust Co. | 0.00% | No change | 1,470 | $95K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 1,468 | $94K |
| Bruce G. Allen Investments, LLC | 0.06% | Add +0.1% | 1,437 | $92K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +1.5% | 1,426 | $92K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 1,420 | $91K |
| Triumph Capital Management | 0.02% | New | 1,375 | $88K |
| Ameriflex Group, Inc. | 0.05% | Reduce -54.0% | 1,363 | $88K |
| Winch Advisory Services, LLC | 0.02% | Add +1.4% | 1,344 | $86K |
| Bangor Savings Bank | 0.01% | No change | 1,305 | $84K |
| SouthState Bank Corp | 0.00% | Reduce -0.8% | 1,296 | $83K |
| North Star Investment Management Corp. | 0.01% | Add +1.6% | 1,269 | $82K |
| Concord Wealth Partners | 0.01% | No change | 1,232 | $79K |
| Capital Analysts, LLC | 0.00% | Add +5.6% | 1,146 | $74K |
| Proathlete Wealth Management LLC | 0.02% | Add +1.3% | 1,144 | $74K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,135 | $73K |
| CENTRAL TRUST Co | 0.00% | No change | 1,120 | $72K |
| Joseph Group Capital Management | 0.02% | New | 1,117 | $72K |
| Addison Advisors LLC | 0.02% | No change | 1,100 | $71K |
| Summit Securities Group LLC | 0.01% | Reduce -93.5% | 1,100 | $71K |
| Huntington National Bank | 0.00% | Add +2.1% | 1,031 | $66K |
| Key Financial Inc | 0.01% | No change | 984 | $63K |
| Oakworth Capital, Inc. | 0.00% | New | 969 | $62K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 961 | $62K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 951 | $61K |
| Navalign, LLC | 0.01% | New | 947 | $61K |
| Los Angeles Capital Management LLC | 0.00% | New | 927 | $60K |
| Clearstead Advisors, LLC | 0.00% | Add +45.4% | 939 | $60K |
| Eastern Bank | 0.00% | Reduce -0.1% | 918 | $59K |
| Hoey Investments, Inc. | 0.01% | No change | 887 | $57K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $57K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.0% | 866 | $57K |
| Bare Financial Services, Inc | 0.02% | No change | 865 | $56K |
| REAP Financial Group, LLC | 0.01% | Add +16.4% | 839 | $54K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 800 | $51K |
| Quent Capital, LLC | 0.00% | Add +3.9% | 800 | $51K |
| Versant Capital Management, Inc | 0.01% | Add +10.4% | 788 | $51K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -60.7% | 766 | $50K |
| SHP Wealth Management | 0.00% | — | 729 | $47K |
| Financial Management Professionals, Inc. | 0.00% | No change | 696 | $45K |
| DV Trading LLC | 0.00% | — | 700 | $45K |
| Hilltop National Bank | 0.01% | No change | 694 | $45K |
| Millstone Evans Group, LLC | 0.03% | No change | 672 | $43K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 600 | $43K |
| True Wealth Design, LLC | 0.01% | Add +0.8% | 666 | $43K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.1% | 649 | $42K |
| V-Square Quantitative Management LLC | 0.00% | New | 642 | $41K |
| Cheviot Value Management, LLC | 0.00% | No change | 608 | $41K |
| McIlrath & Eck, LLC | 0.00% | No change | 614 | $40K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.8% | 597 | $38K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 583 | $38K |
| Ancora Advisors LLC | 0.00% | Add +0.7% | 572 | $37K |
| Truvestments Capital LLC | 0.01% | Reduce -16.9% | 549 | $35K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -55.2% | 545 | $35K |
| Blue Trust, Inc. | 0.00% | Reduce -18.2% | 536 | $34K |
| City State Bank | 0.01% | No change | 518 | $33K |
| LGT Financial Advisors LLC | 0.20% | No change | 500 | $32K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.0% | 493 | $32K |
| Roble, Belko & Company, Inc | 0.00% | New | 476 | $31K |
| MTM Investment Management, LLC | 0.01% | Add +1.3% | 466 | $30K |
| Investors Portfolio Services LLC | 0.03% | — | 453 | $30K |
| Osbon Capital Management LLC | 0.03% | — | 447 | $29K |
| Olistico Wealth, LLC | 0.01% | New | 435 | $28K |
| First United Bank & Trust | 0.01% | No change | 415 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Add +28.2% | 409 | $26K |
| Heritage Wealth Advisors | 0.00% | No change | 402 | $26K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 400 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | New | 396 | $25K |
| Montag A & Associates Inc. | 0.00% | Add +5.4% | 390 | $25K |
| Covestor Ltd | 0.01% | Add +9.0% | 363 | $24K |
| Rossby Financial, LCC | 0.01% | Reduce -6.5% | 358 | $23K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 354 | $23K |
| Nemes Rush Group LLC | 0.00% | Reduce -8.9% | 356 | $23K |
| Thompson Investment Management, Inc. | 0.00% | No change | 349 | $22K |
| Robbins Farley | 0.01% | No change | 345 | $22K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +208.0% | 345 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 334 | $21K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -76.7% | 334 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 322 | $21K |
| Blueline Advisors LLC | 0.02% | — | 311 | $20K |
| Ankerstar Wealth, LLC | 0.02% | — | 302 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +10000.0% | 303 | $20K |
| Essential Partners LLC | 0.01% | Reduce -62.1% | 303 | $20K |
| Caldwell Trust Co | 0.00% | No change | 300 | $19K |
| First Command Advisory Services, Inc. | 0.00% | New | 300 | $19K |
| FNY Investment Advisers, LLC | 0.01% | Reduce -96.0% | 300 | $19K |
| TD Private Client Wealth LLC | 0.00% | Add +4.3% | 293 | $19K |
| Rothschild Investment LLC | 0.00% | Add +23.7% | 287 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 285 | $18K |
| Salomon & Ludwin, LLC | 0.00% | Add +0.3% | 285 | $18K |
| Hurley Capital, LLC | 0.01% | Reduce -74.1% | 280 | $18K |
| Piscataqua Savings Bank | 0.01% | New | 275 | $18K |
| Tompkins Financial Corp. | 0.00% | No change | 270 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 250 | $16K |
| Raiffeisen Bank International AG | 0.00% | No change | 245 | $16K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 230 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 224 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 223 | $14K |
| GoalVest Advisory LLC | 0.00% | No change | 222 | $14K |
| Paladin Advisory Group, LLC | 0.01% | No change | 220 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 219 | $14K |
| Nova Wealth Management, Inc. | 0.01% | No change | 210 | $14K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 207 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +111.0% | 192 | $13K |
| Smithfield Trust Co | 0.00% | No change | 200 | $13K |
| Davis Capital Management | 0.01% | No change | 191 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 190 | $12K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 189 | $12K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 167 | $11K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 187 | $10K |
| Byrne Asset Management LLC | 0.01% | No change | 160 | $10K |
| Tidemark, LLC | 0.00% | No change | 144 | $9K |
| SJS Investment Consulting Inc. | 0.00% | No change | 142 | $9K |
| Blume Capital Management, Inc. | 0.00% | No change | 134 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 130 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -18.3% | 116 | $7K |
| Atlas Capital Advisors Inc. | 0.00% | — | 112 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 109 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 104 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | Add +6.6% | 97 | $6K |
| Walleye Capital LLC | 0.00% | Reduce -91.3% | 96 | $6K |
| Country Trust Bank | 0.00% | No change | 95 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 87 | $6K |
| High Note Wealth, LLC | 0.00% | Reduce -5.5% | 86 | $6K |
| Birchbrook, Inc. | 0.00% | No change | 80 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | New | 70 | $5K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 68 | $4K |
| Sachetta, LLC | 0.00% | No change | 67 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 64 | $4K |
| First Eagle Investment Management, LLC | 0.00% | New | 59 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 58 | $4K |
| MidFirst Bank | 0.00% | — | 58 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -45.6% | 49 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 48 | $3K |
| Luken Investment Analytics, LLC | 0.00% | New | 48 | $3K |
| WealthCollab, LLC | 0.00% | New | 47 | $3K |
| Cohen & Steers, Inc. | 0.00% | No change | 40 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | — | 40 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 37 | $2K |
| Optiver Holding B.V. | 0.00% | New | 37 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 36 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 36 | $2K |
| Red Tortoise LLC | 0.00% | No change | 32 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 31 | $2K |
| Caitlin John, LLC | 0.00% | No change | 25 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 25 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 25 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -30.3% | 23 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 22 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +16.7% | 21 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 20 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 18 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 17 | $1K |
| Elyxium Wealth, LLC | 0.00% | New | 17 | $1K |
| Richardson Financial Services Inc. | 0.00% | No change | 463 | $1K |
| Optima Capital LLC | 0.00% | New | 16 | $1K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 14 | $914 |
| Financial Consulate, Inc. | 0.00% | No change | 14 | $902 |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $901 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 13 | $837 |
| Dunhill Financial, LLC | 0.00% | New | 12 | $786 |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $719 |
| Manning & Napier Advisors LLC | 0.00% | New | 11 | $718 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 9 | $564 |
| Quaker Wealth Management, LLC | 0.00% | No change | 8 | $515 |
| Rialto Wealth Management, LLC | 0.00% | No change | 8 | $515 |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $451 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $386 |
| NorthAvenue LLC | 0.00% | — | 3 | $194 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $193 |
| Scarborough Advisors, LLC | 0.00% | Reduce -50.0% | 2 | $129 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $129 |
| Coston, McIsaac & Partners | 0.00% | No change | 14 | $0 |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.