WP CareyWPC
13F holders, Q1 2026 (March 31)870holders +12
77new positions
65sold out
9famous investors
$68.05avg. 13F price*
At the end of Q1 2026, 870 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 12 from Q4 2025. 77 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($2.0B), Vanguard Portfolio Management LLC ($1.3B) and State Street Corp. ($849.7M). 9 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $144.9M |
| Exits | 65 | $73.6M |
All 13F filers, Q4 2025 → Q1 2026: 14,077,518 shares bought and 4,766,784 shares sold, net +9,310,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 870 holders
| BlackRock, Inc. | 0.04% | Add +6.2% | 30,109,089 | $2.0B |
| Vanguard Portfolio Management LLC | 0.07% | — | 19,151,176 | $1.3B |
| State Street Corp. | 0.03% | Add +0.7% | 12,338,595 | $849.7M |
| Vanguard Capital Management LLC | 0.02% | — | 9,993,190 | $679.1M |
| Geode Capital Management, LLC | 0.02% | Add +2.5% | 4,913,911 | $333.2M |
| Invesco Ltd. | 0.03% | Add +15.0% | 4,491,821 | $305.3M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -0.5% | 4,190,933 | $289.8M |
| JPMorgan Chase & Co. | 0.02% | Add +1.8% | 3,358,875 | $228.1M |
| Dimensional Fund Advisors LP | 0.05% | Add +4.9% | 3,348,132 | $227.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.4% | 3,046,226 | $207.0M |
| Legal & General Group Plc | 0.04% | Add +1.6% | 2,743,172 | $186.4M |
| Northern Trust Corp. | 0.02% | Add +1.9% | 2,659,540 | $180.7M |
| Bank of New York Mellon Corp | 0.03% | Add +1.6% | 2,353,944 | $160.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +1.9% | 2,205,215 | $149.9M |
| Nuveen, LLC | 0.04% | Add +273.6% | 2,126,145 | $144.5M |
| Morgan Stanley | 0.01% | Reduce -0.3% | 1,991,357 | $135.3M |
| UBS Group AG | 0.02% | Add +19.1% | 1,665,257 | $113.2M |
| Equity Investment Corp. | 2.11% | Reduce -2.7% | 1,582,830 | $107.6M |
| Citadel Advisors | 0.07% | Add +1750.2% | 1,471,676 | $100.0M |
| Wellington Management Group LLP | 0.02% | Add +16.9% | 1,425,993 | $96.9M |
| Bank of America Corp. | 0.01% | Add +2.4% | 1,365,724 | $92.8M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 1,361,945 | $92.6M |
| Captrust Financial Advisors | 0.13% | Add +6.3% | 1,095,162 | $74.4M |
| Advisors Capital Management, LLC | 0.82% | Add +5.2% | 1,016,611 | $69.1M |
| HSBC Holdings PLC | 0.04% | Add +0.6% | 928,438 | $63.1M |
| Amundi | 0.02% | Add +13.1% | 900,194 | $61.2M |
| Robeco Institutional Asset Management B.V. | 0.08% | Add +30.3% | 865,372 | $58.8M |
| Ameriprise Financial Inc. | 0.01% | Add +1.0% | 843,780 | $57.4M |
| Marshall Wace, LLP | 0.06% | Add +18.5% | 810,727 | $55.1M |
| LPL Financial LLC | 0.01% | Reduce -4.5% | 805,034 | $54.7M |
| Two Sigma Investments, LP | 0.05% | Add +91.8% | 801,704 | $54.5M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -5.1% | 792,947 | $53.9M |
| American Century Companies Inc. | 0.02% | Add +27.4% | 679,231 | $46.2M |
| Barclays PLC | 0.02% | Reduce -11.2% | 676,739 | $46.0M |
| Alyeska Investment Group, L.P. | 0.13% | Add +50.5% | 664,468 | $45.2M |
| First Trust Advisors LP | 0.03% | Add +1.8% | 650,197 | $44.2M |
| Swiss National Bank | 0.03% | Add +7.2% | 643,151 | $43.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -4.6% | 636,131 | $43.2M |
| Rhumbline Advisers | 0.04% | Add +0.9% | 632,899 | $43.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.5% | 622,947 | $42.3M |
| Schroder Investment Management Group | 0.03% | Reduce -2.1% | 620,885 | $41.6M |
| APG Asset Management US Inc. | 0.31% | Reduce -33.8% | 580,007 | $40.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +88.2% | 577,782 | $39.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.1% | 568,637 | $38.6M |
| Zacks Investment Management | 0.31% | Add +1.6% | 568,019 | $38.6M |
| California Public Employees Retirement System | 0.02% | Reduce -7.4% | 550,877 | $37.4M |
| Victory Capital Management Inc. | 0.02% | Reduce -27.9% | 545,123 | $37.0M |
| Candriam S.C.A. | 0.19% | Reduce -0.8% | 537,187 | $36.5M |
| Millennium Management | 0.03% | Add +872.7% | 525,408 | $35.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.26% | Add +102.5% | 523,909 | $35.6M |
| D. E. Shaw & Co. | 0.03% | Add +10714.1% | 518,754 | $35.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -0.1% | 508,658 | $34.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | Add +0.8% | 505,240 | $34.3M |
| Principal Financial Group Inc. | 0.02% | Add +3.8% | 488,973 | $33.2M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -31.0% | 485,733 | $33.0M |
| Gillson Capital LP | 2.62% | New | 470,700 | $32.0M |
| Deutsche Bank AG | 0.01% | Add +20.4% | 465,335 | $31.6M |
| Citigroup Inc. | 0.02% | Add +6.5% | 421,740 | $28.7M |
| Asset Management One Co., Ltd. | 0.08% | Reduce -5.6% | 419,021 | $28.5M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +2.5% | 409,762 | $27.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +6.8% | 404,518 | $27.5M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 401,266 | $27.3M |
| California State Teachers Retirement System | 0.03% | Reduce -0.6% | 391,940 | $26.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | — | 384,974 | $26.2M |
| Arbejdsmarkedets Tillaegspension | 0.64% | Add +5.1% | 375,914 | $25.5M |
| Brown Advisory Inc. | 0.04% | Add +0.3% | 363,294 | $24.7M |
| KLP Kapitalforvaltning As | 0.10% | No change | 355,400 | $24.4M |
| FMR LLC | 0.00% | Reduce -0.2% | 358,176 | $24.3M |
| Qube Research & Technologies Ltd | 0.03% | Add +248.7% | 346,578 | $23.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +8.6% | 345,828 | $23.5M |
| Cwm, LLC | 0.06% | Reduce -3.2% | 342,841 | $23.3M |
| Cetera Investment Advisers | 0.02% | Reduce -4.0% | 335,880 | $22.8M |
| Jain Global LLC | 0.31% | Add +36.8% | 332,363 | $22.6M |
| Berkshire Asset Management LLC | 0.96% | Add +0.8% | 330,788 | $22.5M |
| Private Management Group Inc. | 0.64% | Reduce -9.9% | 327,259 | $22.2M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -14.0% | 318,317 | $21.6M |
| TruWealth Advisors, LLC | 1.03% | Add +5.0% | 314,898 | $21.4M |
| Treasurer of the State of North Carolina | 0.07% | Add +8.1% | 312,295 | $21.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.9% | 314,106 | $20.2M |
| AQR Capital Management | 0.01% | Reduce -11.0% | 289,067 | $19.5M |
| Jefferies Financial Group Inc. | 0.25% | Add +6100.1% | 287,250 | $19.5M |
| Storebrand Asset Management As | 0.06% | Add +107.8% | 282,148 | $19.2M |
| Quantinno Capital Management LP | 0.03% | Add +61.0% | 280,897 | $19.1M |
| SEB Asset Management AB | 0.08% | — | 277,169 | $18.8M |
| Allianz Asset Management GmbH | 0.02% | Add +0.3% | 270,724 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 270,488 | $18.4M |
| Retirement Systems of Alabama | 0.06% | Add +2.1% | 268,661 | $18.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -3.8% | 262,048 | $17.8M |
| Vanguard Investments Australia, Ltd. | 0.05% | — | 252,395 | $17.2M |
| Geneos Wealth Management Inc. | 0.39% | Reduce -8.3% | 245,228 | $16.7M |
| SG Americas Securities, LLC | 0.02% | Add +111.5% | 233,158 | $15.8M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -19.7% | 229,879 | $15.6M |
| Brookfield Corp | 0.02% | New | 220,014 | $15.0M |
| Carnegie Investment Counsel | 0.28% | Add +3.6% | 215,152 | $14.6M |
| Natixis | 0.06% | New | 214,754 | $14.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -0.7% | 209,629 | $14.2M |
| Focus Partners Wealth | 0.02% | Reduce -5.4% | 208,143 | $14.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.5% | 206,181 | $14.0M |
| Franklin Resources Inc. | 0.00% | Reduce -21.9% | 204,848 | $13.9M |
| CSM Advisors, LLC | 0.34% | Reduce -27.8% | 201,206 | $13.7M |
| Lighthouse Investment Partners, LLC | 0.51% | Add +25.0% | 200,000 | $13.6M |
| Aviva PLC | 0.02% | Add +2.6% | 188,758 | $12.8M |
| Tectonic Advisors LLC | 0.66% | Add +5.4% | 183,974 | $12.5M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 181,007 | $12.3M |
| Korea Investment CORP | 0.03% | Reduce -20.4% | 179,550 | $12.2M |
| Swedbank AB | 0.01% | Add +31.0% | 177,903 | $12.1M |
| Truist Financial Corp. | 0.02% | Add +1.0% | 176,941 | $12.0M |
| Achmea Investment Management B.V. | 0.31% | Reduce -1.7% | 170,284 | $11.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +55.2% | 166,130 | $11.3M |
| Macquarie Group Ltd. | 0.07% | Reduce -1.4% | 164,758 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -51.4% | 154,486 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -23.3% | 158,976 | $10.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.09% | Reduce -9.7% | 155,149 | $10.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +22.1% | 153,462 | $10.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +1.9% | 153,460 | $10.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -14.7% | 152,027 | $10.3M |
| Seven Grand Managers, LLC | 0.68% | New | 150,000 | $10.2M |
| Van Eck Associates Corp. | 0.01% | Add +13.0% | 148,113 | $10.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.0% | 146,691 | $10.0M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 143,926 | $9.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +10.2% | 144,319 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.3% | 143,477 | $9.8M |
| Nomura Holdings Inc. | 0.08% | Reduce -5.0% | 143,270 | $9.7M |
| Sei Investments Co. | 0.01% | Add +30.3% | 142,355 | $9.7M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Add +3.1% | 141,374 | $9.6M |
| Aberdeen Group plc | 0.02% | Add +1.6% | 138,850 | $9.4M |
| Creative Planning | 0.01% | Add +0.1% | 138,729 | $9.4M |
| LMR Partners LLP | 0.11% | Add +140.7% | 138,518 | $9.4M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +3.9% | 137,667 | $9.4M |
| Danske Bank A/S | 0.02% | Add +0.8% | 136,138 | $9.3M |
| State of Alaska, Department of Revenue | 0.10% | Add +1.4% | 130,679 | $8.9M |
| Allworth Financial LP | 0.04% | Reduce -0.2% | 129,467 | $8.8M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +2.7% | 127,428 | $8.7M |
| Crawford Investment Counsel Inc. | 0.15% | Add +2.7% | 125,762 | $8.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -23.1% | 125,680 | $8.5M |
| Illinois Municipal Retirement Fund | 0.11% | Reduce -14.2% | 124,942 | $8.5M |
| Seneca House Advisors | 3.25% | Reduce -2.6% | 120,230 | $8.2M |
| Verdence Capital Advisors LLC | 0.47% | Add +1.1% | 117,448 | $8.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -61.1% | 116,987 | $8.0M |
| New York State Common Retirement Fund | 0.01% | No change | 115,438 | $7.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -18.0% | 114,262 | $7.8M |
| Schonfeld Strategic Advisors LLC | 0.06% | New | 114,060 | $7.8M |
| MetLife Investment Management, LLC | 0.04% | Add +0.7% | 113,965 | $7.7M |
| Avior Wealth Management, LLC | 0.22% | New | 112,980 | $7.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -11.0% | 112,815 | $7.7M |
| Uniplan Investment Counsel, Inc. | 0.81% | Add +64.4% | 112,789 | $7.7M |
| Rock Point Advisors, LLC | 2.05% | Reduce -1.7% | 111,393 | $7.6M |
| DAVENPORT & Co LLC | 0.04% | Reduce -28.5% | 108,491 | $7.4M |
| Daiwa Securities Group Inc. | 0.02% | Add +4.2% | 108,416 | $7.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 107,998 | $7.3M |
| Pacer Advisors, Inc. | 0.02% | Add +0.8% | 104,740 | $7.1M |
| Prairiewood Capital, LLC | 2.02% | Add +5.2% | 103,053 | $7.0M |
| Westwood Holdings Group Inc. | 0.05% | Add +42.8% | 100,976 | $6.9M |
| Amalgamated Bank | 0.05% | Add +4.6% | 100,848 | $6.9M |
| CIBC Asset Management Inc | 0.02% | Reduce -0.4% | 100,634 | $6.8M |
| Royal London Asset Management Ltd. | 0.01% | No change | 99,268 | $6.7M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | New | 98,141 | $6.7M |
| Kepler Cheuvreux (Suisse) SA | 0.44% | Reduce -21.7% | 97,723 | $6.6M |
| Corient Private Wealth LP | 0.01% | Add +117.4% | 97,111 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.7% | 94,113 | $6.4M |
| APG Asset Management N.V. | 0.02% | Reduce -2.1% | 107,804 | $6.4M |
| Heitman Real Estate Securities LLC | 0.45% | Add +150.0% | 92,468 | $6.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.6% | 92,420 | $6.3M |
| Advocate Group LLC | 0.97% | Add +4.9% | 91,645 | $6.2M |
| KBC Group NV | 0.02% | Reduce -49.3% | 90,807 | $6.2M |
| State of Tennessee, Department of Treasury | 0.02% | Add +6.7% | 87,307 | $5.9M |
| Tredje AP-fonden | 0.03% | Add +283.3% | 86,930 | $5.9M |
| Holocene Advisors, LP | 0.01% | New | 86,694 | $5.9M |
| Sheets Smith Wealth Management | 0.64% | Add +0.7% | 84,010 | $5.7M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -7.9% | 83,982 | $5.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +1.2% | 83,554 | $5.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -14.1% | 83,515 | $5.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.1% | 83,181 | $5.7M |
| Adams Asset Advisors, LLC | 0.65% | Add +12.4% | 82,388 | $5.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +71.1% | 80,284 | $5.5M |
| IFM Investors Pty Ltd | 0.04% | Add +0.6% | 78,994 | $5.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +0.6% | 74,073 | $5.0M |
| MML Investors Services, LLC | 0.01% | Reduce -36.6% | 73,908 | $5.0M |
| Yousif Capital Management, LLC | 0.06% | Reduce -4.4% | 73,338 | $5.0M |
| Renaissance Technologies | 0.01% | Reduce -56.5% | 71,300 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | New | 69,721 | $4.7M |
| Te Ahumairangi Investment Management Ltd | 0.79% | Reduce -12.6% | 69,317 | $4.7M |
| Cohen Capital Management, Inc. | 0.73% | Reduce -1.4% | 69,189 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 68,120 | $4.6M |
| Exchange Traded Concepts, LLC | 0.03% | Add +1.7% | 66,599 | $4.5M |
| New Age Alpha Advisors, LLC | 0.21% | Add +1.4% | 65,675 | $4.5M |
| Ontario Teachers Pension Plan Board | 0.13% | Reduce -40.6% | 65,618 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +8.5% | 64,624 | $4.4M |
| State of Michigan Retirement System | 0.02% | Add +1.4% | 63,600 | $4.3M |
| Louisiana State Employees Retirement System | 0.08% | Add +4.8% | 63,500 | $4.3M |
| CIBC Bancorp USA Inc. | 0.01% | — | 63,491 | $4.3M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.6% | 63,364 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 62,826 | $4.3M |
| Ashton Thomas Private Wealth, LLC | 0.10% | New | 62,467 | $4.2M |
| Dupree Financial Group, LLC | 1.70% | Reduce -29.9% | 62,015 | $4.2M |
| Arizona State Retirement System | 0.02% | Reduce -1.0% | 59,563 | $4.0M |
| Metis Global Partners, LLC | 0.10% | Add +10.0% | 59,506 | $4.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -10.3% | 58,767 | $4.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 58,800 | $4.0M |
| Acadian Asset Management LLC | 0.01% | New | 58,193 | $4.0M |
| Cresset Asset Management, LLC | 0.02% | Add +1.3% | 56,593 | $3.9M |
| Teacher Retirement System of Texas | 0.02% | Reduce -36.0% | 56,704 | $3.9M |
| Brown, Lisle/Cummings, Inc. | 0.96% | Add +0.9% | 56,314 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +6.2% | 52,589 | $3.6M |
| Alpha Omega Wealth Management LLC | 0.57% | Reduce -0.1% | 51,380 | $3.5M |
| Natixis Advisors, LLC | 0.00% | Add +22.2% | 50,621 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +13.2% | 49,824 | $3.4M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +0.6% | 49,513 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 49,426 | $3.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.1% | 49,096 | $3.3M |
| Romano Brothers and Company | 0.38% | Reduce -0.1% | 48,835 | $3.3M |
| UniSuper Management Pty Ltd | 0.02% | Add +0.6% | 48,800 | $3.3M |
| NewSquare Capital LLC | 0.29% | Reduce -1.4% | 48,214 | $3.3M |
| Hantz Financial Services, Inc. | 0.05% | Add +17.9% | 48,171 | $3.3M |
| Vestcor Inc | 0.09% | Add +45.9% | 47,585 | $3.2M |
| DNB Asset Management AS | 0.01% | Add +18.5% | 46,211 | $3.1M |
| Freedom Financial Partners LLC | 1.11% | Add +3.5% | 45,839 | $3.1M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +2.8% | 44,819 | $3.0M |
| Bank of Montreal | 0.00% | Add +9.7% | 44,697 | $3.0M |
| Pensionfund PDN | 1.74% | No change | 44,300 | $3.0M |
| Mariner, LLC | 0.00% | Reduce -0.4% | 43,622 | $3.0M |
| New Mexico Educational Retirement Board | 0.09% | No change | 43,400 | $2.9M |
| QRG Capital Management, Inc. | 0.03% | Add +18.9% | 43,243 | $2.9M |
| Presima Securities ULC | 1.65% | No change | 43,207 | $2.9M |
| Meixler Investment Management, Ltd. | 1.55% | Add +8.3% | 40,973 | $2.9M |
| CMH Wealth Management LLC | 0.49% | New | 41,780 | $2.9M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -2.6% | 41,997 | $2.9M |
| NEOS Investment Management LLC | 0.01% | Add +37.0% | 41,493 | $2.8M |
| Xponance LLC | 0.02% | Add +20.0% | 40,990 | $2.8M |
| Capital Square, LLC | 1.28% | Reduce -0.7% | 37,920 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +0.5% | 40,371 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.1% | 39,010 | $2.7M |
| OP Asset Management Ltd | 0.03% | Add +50.5% | 38,723 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.9% | 38,687 | $2.6M |
| Allstate Corp. | 0.03% | Add +132.1% | 38,347 | $2.6M |
| Inspire Investing, LLC | 0.15% | Add +40.6% | 36,985 | $2.5M |
| &partners | 0.01% | Add +22.1% | 36,992 | $2.5M |
| Ethic Inc. | 0.04% | Add +61.9% | 36,680 | $2.5M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -4.5% | 35,688 | $2.4M |
| Investmark Advisory Group LLC | 1.03% | Add +1.3% | 35,408 | $2.4M |
| Utah Retirement Systems | 0.02% | Reduce -1.4% | 35,184 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -1.4% | 34,661 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -1.1% | 33,997 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Reduce -10.9% | 33,801 | $2.3M |
| Weaver Consulting Group | 0.55% | Reduce -0.6% | 33,715 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Add +14.2% | 33,363 | $2.3M |
| Federated Hermes, Inc. | 0.00% | Add +36.1% | 33,261 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +0.7% | 33,246 | $2.3M |
| Swiss Life Asset Management Ltd | 0.01% | Add +132.0% | 33,102 | $2.2M |
| Sfmg, LLC | 0.15% | Reduce -10.0% | 33,078 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +25.9% | 32,941 | $2.2M |
| Knights of Columbus Asset Advisors LLC | 0.12% | Add +34.1% | 32,170 | $2.2M |
| Ostrum Asset Management | 0.12% | Reduce -7.0% | 32,104 | $2.2M |
| Guggenheim Capital LLC | 0.02% | Add +38.3% | 31,741 | $2.2M |
| M&T Bank Corp | 0.01% | Add +4.8% | 31,580 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.9% | 31,543 | $2.1M |
| Wellington Shields Capital Management, LLC | 0.32% | Add +3.3% | 31,177 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +64.1% | 30,362 | $2.1M |
| Toronto Dominion Bank | 0.00% | Reduce -88.0% | 30,286 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -22.1% | 30,200 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 29,460 | $2.0M |
| TD Asset Management Inc | 0.00% | Add +9.5% | 29,421 | $2.0M |
| Mediolanum International Funds Ltd | 0.02% | New | 29,425 | $2.0M |
| Commerce Bank | 0.01% | Add +243.9% | 29,307 | $2.0M |
| Brummer Multi-Strategy AB | 8.07% | New | 28,508 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -17.0% | 28,323 | $1.9M |
| Erste Asset Management GmbH | 0.02% | Add +26.3% | 28,300 | $1.9M |
| Edgestream Partners, L.P. | 0.06% | Reduce -73.9% | 27,964 | $1.9M |
| Gradient Capital Advisors, LLC | 0.49% | Reduce -0.3% | 27,925 | $1.9M |
| BridgePort Financial Solutions, LLC | 0.53% | Reduce -1.8% | 27,764 | $1.9M |
| New York Life Investment Management LLC | 0.02% | Add +38.1% | 27,324 | $1.9M |
| Kintra Wealth, LLC | 0.13% | New | 26,816 | $1.8M |
| Fiduciary Alliance LLC | 0.11% | Reduce -0.0% | 25,325 | $1.8M |
| TT Capital Management LLC | 1.49% | Reduce -44.8% | 26,594 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Reduce -0.9% | 26,302 | $1.8M |
| Inceptionr LLC | 0.43% | New | 26,239 | $1.8M |
| NorthRock Partners, LLC | 0.03% | Add +14.4% | 26,195 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +2.6% | 26,159 | $1.8M |
| Stordahl Capital Management, Inc. | 0.37% | New | 26,113 | $1.8M |
| National Pension Service | 0.00% | Add +186.5% | 26,061 | $1.8M |
| Gateway Wealth Partners, LLC | 0.07% | New | 25,676 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +11.7% | 25,627 | $1.7M |
| Excalibur Management Corp. | 0.62% | Reduce -1.2% | 25,574 | $1.7M |
| Cozad Asset Management Inc. | 0.13% | Reduce -1.0% | 25,265 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | Add +106.7% | 25,075 | $1.7M |
| Entropy Technologies, LP | 0.08% | Add +67.4% | 25,031 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -22.4% | 24,793 | $1.7M |
| Voya Investment Management LLC | 0.00% | Add +25.0% | 24,587 | $1.7M |
| Nordea Investment Management AB | 0.00% | Add +0.1% | 22,769 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +45.2% | 22,659 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.19% | Reduce -3.2% | 22,599 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.10% | Add +0.0% | 22,386 | $1.5M |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 22,283 | $1.5M |
| Pensionfund Sabic | 1.83% | Reduce -47.9% | 22,304 | $1.5M |
| Horizon Kinetics Asset Management LLC | 0.02% | No change | 22,000 | $1.5M |
| Hilltop Partners LLC | 0.38% | Reduce -7.5% | 21,930 | $1.5M |
| Penserra Capital Management LLC | 0.02% | Add +2.9% | 21,896 | $1.5M |
| New Insight Wealth Advisors | 0.53% | Reduce -14.6% | 21,867 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | New | 20,611 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -1.8% | 21,650 | $1.5M |
| Jeppson Wealth Management, LLC | 0.46% | Reduce -0.8% | 21,490 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.7% | 21,474 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +2.1% | 21,257 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +26.1% | 21,340 | $1.4M |
| Summit Financial, LLC | 0.02% | Add +1.4% | 20,738 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -5.2% | 20,986 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 20,691 | $1.4M |
| Graham Capital Management, L.P. | 0.06% | Add +65.6% | 20,685 | $1.4M |
| Griffin Asset Management, Inc. | 0.16% | Reduce -30.3% | 20,412 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 20,336 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.6% | 19,936 | $1.4M |
| Moors & Cabot, Inc. | 0.06% | Reduce -1.5% | 19,865 | $1.3M |
| HORAN Wealth, LLC | 0.13% | Add +11.0% | 19,773 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.9% | 19,739 | $1.3M |
| Laurel Oak Wealth Management, LLC | 0.22% | Reduce -18.9% | 19,492 | $1.3M |
| Royal Fund Management, LLC | 0.13% | Reduce -47.9% | 19,403 | $1.3M |
| Avanza Fonder AB | 0.04% | No change | 19,199 | $1.3M |
| Bank of Nova Scotia | 0.00% | Add +23.6% | 19,173 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.8% | 19,042 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Reduce -0.7% | 19,014 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Add +20.4% | 18,794 | $1.3M |
| Clarion Wealth Managment Partners, LLC | 1.14% | Reduce -4.8% | 18,580 | $1.3M |
| Sienna Gestion | 0.08% | No change | 18,182 | $1.2M |
| Naviter Wealth, LLC | 0.15% | Add +10.8% | 17,965 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +11.6% | 18,030 | $1.2M |
| Axq Capital, LP | 0.15% | Add +197.6% | 17,693 | $1.2M |
| Colonial Trust Advisors | 0.09% | Reduce -0.1% | 17,639 | $1.2M |
| Arete Wealth Advisors, LLC | 0.09% | Add +2.6% | 17,524 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -49.9% | 17,181 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.03% | Add +65.1% | 17,153 | $1.2M |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -0.5% | 17,064 | $1.2M |
| GMO | 0.00% | Reduce -8.7% | 16,986 | $1.2M |
| Samalin Investment Counsel, LLC | 0.41% | Add +7.7% | 16,871 | $1.1M |
| Brooklyn Investment Group | 0.04% | Add +133.3% | 16,789 | $1.1M |
| Associated Banc-Corp | 0.03% | No change | 16,725 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +2.8% | 16,465 | $1.1M |
| Blair William & Co. | 0.00% | Add +2.2% | 16,462 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 16,339 | $1.1M |
| Carnegie Lake Advisors LLC | 0.44% | Reduce -0.6% | 16,286 | $1.1M |
| Siemens Fonds Invest GmbH | 0.06% | No change | 16,232 | $1.1M |
| Securian Asset Management, Inc. | 0.04% | Add +1.1% | 16,153 | $1.1M |
| Curi Capital, LLC | 0.02% | Add +0.2% | 16,081 | $1.1M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -34.3% | 15,552 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | Reduce -14.2% | 15,771 | $1.1M |
| Investment Management Corp of Ontario | 0.01% | Add +6.1% | 15,718 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +56.0% | 15,606 | $1.1M |
| Wealthstar Advisors, LLC | 0.62% | Add +0.3% | 15,445 | $1.0M |
| Kovack Advisors, Inc. | 0.06% | Add +135.7% | 15,037 | $1.0M |
| Summit Wealth Group LLC / Co. | 0.11% | Add +301.1% | 15,046 | $1.0M |
| Vanderbilt University | 0.19% | Add +1.1% | 14,968 | $1.0M |
| Verition Fund Management LLC | 0.01% | New | 14,833 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +157.1% | 14,818 | $1.0M |
| Simplex Trading, LLC | 0.03% | New | 14,799 | $1.0M |
| Modern Wealth Management, LLC | 0.02% | Add +3.1% | 13,991 | $971K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +40.4% | 14,261 | $969K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.1% | 13,916 | $966K |
| Signal Advisors Wealth, LLC | 0.07% | Add +14.0% | 14,111 | $959K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.2% | 14,090 | $958K |
| Applied Capital LLC | 0.69% | Reduce -0.7% | 14,057 | $955K |
| Roof Eidam Maycock Peralta, LLC | 0.22% | No change | 13,883 | $943K |
| Bahl & Gaynor LLC | 0.00% | No change | 13,843 | $941K |
| Cullen Capital Management, LLC | 0.01% | Reduce -0.2% | 13,817 | $939K |
| Texas Yale Capital Corp. | 0.03% | Add +0.0% | 13,811 | $939K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 13,670 | $929K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.1% | 13,670 | $929K |
| Atria Investments, Inc | 0.01% | Reduce -1.0% | 13,643 | $927K |
| Abn Amro Investment Solutions | 0.01% | Add +2.7% | 13,543 | $920K |
| LRI Investments, LLC | 0.08% | Reduce -4.3% | 13,532 | $920K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 13,465 | $915K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +9.0% | 13,397 | $910K |
| AIA Group Ltd | 0.01% | Reduce -3.9% | 13,299 | $904K |
| Vista Investment Management | 0.30% | Reduce -0.5% | 13,135 | $893K |
| Everstar Asset Management, LLC | 0.47% | Add +2.8% | 13,095 | $890K |
| Howe & Rusling Inc. | 0.06% | Reduce -0.8% | 13,049 | $887K |
| Pasadena Private Wealth, LLC | 0.12% | Add +0.3% | 12,926 | $878K |
| Wealthspire Advisors, LLC | 0.01% | Add +5.7% | 12,750 | $867K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.8% | 12,619 | $858K |
| Demars Financial Group, LLC | 0.28% | Add +26.7% | 12,592 | $856K |
| World Investment Advisors | 0.01% | Reduce -0.6% | 12,398 | $843K |
| RB Capital Management, LLC | 0.18% | Reduce -1.9% | 12,276 | $834K |
| McGlone Suttner Wealth Management, Inc. | 0.11% | Add +4.5% | 12,212 | $830K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | Add +4.4% | 12,183 | $828K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +14.6% | 12,146 | $825K |
| Financial Gravity Asset Management, Inc. | 0.15% | Reduce -1.3% | 12,112 | $823K |
| PFG Investments, LLC | 0.04% | Reduce -10.3% | 12,051 | $819K |
| Waldron Private Wealth LLC | 0.03% | Reduce -60.0% | 12,041 | $818K |
| DRW Securities, LLC | 0.04% | Add +10.7% | 11,998 | $815K |
| Venture Visionary Partners LLC | 0.03% | Add +20.1% | 11,975 | $814K |
| Independent Advisor Alliance | 0.01% | Add +0.2% | 11,953 | $812K |
| AE Wealth Management LLC | 0.00% | Add +7.6% | 11,880 | $807K |
| Founders Financial Alliance, LLC | 0.15% | Add +0.5% | 11,873 | $807K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.8% | 11,867 | $807K |
| Tidal Investments LLC | 0.00% | Add +12.2% | 11,850 | $805K |
| Cooper Financial Group | 0.08% | Add +1.0% | 11,821 | $803K |
| WealthPlan Investment Management, LLC | 0.04% | Add +36.9% | 11,777 | $800K |
| Stephens Inc. | 0.01% | Add +1.1% | 11,586 | $787K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -69.5% | 11,498 | $781K |
| Maryland State Retirement & Pension System | 0.02% | Add +12.6% | 11,398 | $775K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.6% | 11,375 | $773K |
| DoubleLine ETF Adviser LP | 0.29% | Reduce -19.8% | 11,357 | $772K |
| J. Safra Sarasin Holding AG | 0.01% | New | 11,324 | $770K |
| Client 1ST Advisory Group, LLC | 0.23% | No change | 11,208 | $762K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Reduce -1.6% | 11,182 | $760K |
| Vident Advisory, LLC | 0.01% | Reduce -10.1% | 11,170 | $759K |
| BLB&B Advisors, LLC | 0.03% | Add +0.0% | 11,049 | $751K |
| Rakuten Investment Management, Inc. | 0.00% | Add +17.9% | 10,941 | $743K |
| EFG International AG | 0.02% | Add +50.5% | 10,884 | $740K |
| Gsa Capital Partners LLP | 0.05% | New | 10,807 | $734K |
| Evergreen Capital Management LLC | 0.02% | Add +79.6% | 10,598 | $727K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -91.6% | 10,599 | $720K |
| Compound Planning, Inc. | 0.02% | Reduce -1.1% | 10,415 | $708K |
| Family Wealth Partners, LLC | 0.24% | Add +20.7% | 10,309 | $701K |
| First National Bank of Mount Dora, Trust Investment Services | 0.15% | No change | 10,300 | $700K |
| United Capital Financial Advisors, LLC | 0.00% | Add +92.6% | 10,289 | $699K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,756 | $699K |
| Dudley Capital Management, LLC | 0.30% | No change | 10,175 | $691K |
| MAI Capital Management | 0.00% | Reduce -0.3% | 10,117 | $688K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.5% | 10,094 | $686K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +28.6% | 10,076 | $685K |
| PEAK6 LLC | 0.02% | New | 10,075 | $685K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.5% | 10,072 | $684K |
| Centersquare Investment Management LLC | 0.01% | New | 10,004 | $680K |
| Accel Wealth Management | 0.18% | Add +0.8% | 9,997 | $679K |
| Invst, LLC | 0.08% | Reduce -4.0% | 9,965 | $677K |
| Liberty Square Wealth Partners LLC | 0.19% | Add +0.1% | 9,912 | $674K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.0% | 9,858 | $670K |
| Norinchukin Bank, The | 0.01% | Reduce -3.0% | 9,853 | $670K |
| Tudor Investment Corporation | 0.00% | New | 9,829 | $668K |
| Liberty One Investment Management, LLC | 0.07% | Add +12.4% | 9,717 | $660K |
| Ossiam | 0.01% | Add +12.3% | 9,651 | $656K |
| C2C Wealth Management, LLC | 0.55% | Add +0.1% | 9,579 | $651K |
| Prosperity Consulting Group, LLC | 0.03% | Add +3.4% | 9,492 | $645K |
| Mgo One Seven LLC | 0.01% | Add +9.8% | 9,455 | $643K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -28.8% | 9,334 | $634K |
| Old Port Advisors | 0.15% | Reduce -0.1% | 9,330 | $634K |
| Laraway Financial Advisors Inc | 0.44% | No change | 9,251 | $629K |
| Arax Advisory Partners | 0.02% | Reduce -38.6% | 9,239 | $628K |
| Cambria Investment Management, L.P. | 0.04% | Add +3.9% | 9,223 | $627K |
| Spirit of America Management Corp. | 0.12% | No change | 9,200 | $625K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.8% | 8,966 | $609K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +1.1% | 8,930 | $607K |
| Ballentine Partners, LLC | 0.01% | Add +8.1% | 8,862 | $602K |
| ProShare Advisors LLC | 0.00% | Reduce -0.0% | 8,784 | $597K |
| VestGen Advisors, LLC | 0.02% | Add +54.8% | 7,987 | $597K |
| Groupe la Francaise | 0.01% | New | 8,758 | $595K |
| Wellington Shields & Co., LLC | 0.15% | No change | 8,660 | $589K |
| Canada Post Corp Registered Pension Plan | 0.02% | No change | 8,653 | $588K |
| Brookwood Investment Group LLC | 0.07% | Reduce -3.2% | 8,651 | $588K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -0.9% | 8,650 | $588K |
| Savant Capital, LLC | 0.00% | Add +59.5% | 8,599 | $584K |
| Woodline Partners LP | 0.00% | Add +112.6% | 8,578 | $583K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.3% | 8,413 | $572K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.4% | 8,388 | $570K |
| Colonial Trust Co / SC | 0.08% | Add +3.5% | 8,357 | $568K |
| Apella Capital, LLC | 0.01% | Add +1.0% | 7,677 | $568K |
| Sterling Capital Management LLC | 0.01% | Reduce -36.0% | 8,226 | $559K |
| Archer Investment Corp | 0.12% | Add +0.6% | 8,216 | $558K |
| Lanark Financial, Inc. | 0.04% | Add +0.8% | 8,170 | $555K |
| Saudi Central Bank | 0.01% | New | 8,089 | $550K |
| Intrua Financial, LLC | 0.06% | Reduce -3.1% | 8,032 | $546K |
| Diversify Advisory Services, LLC | 0.08% | Reduce -63.6% | 7,557 | $545K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -59.9% | 7,925 | $539K |
| Hudson Portfolio Management LLC | 0.45% | No change | 7,867 | $535K |
| Brevan Howard Capital Management LP | 0.01% | Add +54.7% | 7,769 | $528K |
| Krane Funds Advisors LLC | 0.02% | Add +26.3% | 7,547 | $526K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +0.3% | 7,651 | $520K |
| FLC Capital Advisors | 0.09% | Add +3.7% | 7,635 | $519K |
| Round Rock Advisors LLC | 0.08% | No change | 7,634 | $519K |
| My Portfolio Guide, LLC | 0.28% | — | 7,515 | $511K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -85.1% | 7,482 | $508K |
| Bridgewater Associates | 0.00% | Reduce -78.1% | 7,392 | $502K |
| Quadrature Capital Ltd | 0.01% | New | 7,374 | $501K |
| Armstrong, Fleming & Moore, Inc | 0.21% | No change | 7,327 | $498K |
| KOM Wealth Management Group, LLC | 0.34% | Add +1.3% | 7,300 | $496K |
| Diligent Investors, LLC | 0.12% | Add +0.3% | 7,274 | $494K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +3.8% | 7,211 | $490K |
| Eldridge Investment Advisors, Inc. | 0.11% | No change | 7,188 | $488K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.0% | 7,175 | $488K |
| Shelton Capital Management | 0.01% | Reduce -4.2% | 7,097 | $482K |
| Commerzbank Aktiengesellschaft | 0.01% | Reduce -15.1% | 7,029 | $478K |
| Gen-Wealth Partners Inc | 0.15% | Reduce -7.4% | 7,014 | $477K |
| Silver Oak Securities, Incorporated | 0.03% | Add +4.4% | 6,955 | $473K |
| D.A. Davidson & Co. | 0.00% | Add +11.9% | 6,935 | $471K |
| E. Ohman J:or Asset Management AB | 0.01% | Reduce -29.7% | 6,750 | $459K |
| Focus Financial Network, Inc. | 0.02% | Reduce -13.3% | 6,744 | $458K |
| MQS Management LLC | 0.31% | Add +63.5% | 6,718 | $457K |
| Essex Financial Services, Inc. | 0.03% | New | 6,584 | $447K |
| MKT Advisors LLC | 0.15% | Reduce -6.0% | 6,265 | $444K |
| GeoWealth Management, LLC | 0.02% | Reduce -6.3% | 6,511 | $443K |
| Praxis Investment Management Inc. | 0.03% | Add +45.1% | 6,500 | $442K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -17.4% | 6,466 | $439K |
| Ignite Planners, LLC | 0.07% | Reduce -2.8% | 6,447 | $439K |
| Avion Wealth | 0.09% | No change | 6,426 | $436K |
| Peddock Capital Advisors, LLC | 0.10% | No change | 6,356 | $432K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.1% | 6,349 | $431K |
| North Dakota State Investment Board | 0.02% | Reduce -16.8% | 6,337 | $431K |
| Rockport Wealth LLC | 0.08% | No change | 6,271 | $426K |
| Axis Wealth Partners, LLC | 0.22% | Reduce -11.8% | 6,198 | $421K |
| Equitable Holdings, Inc. | 0.00% | Add +7.5% | 6,514 | $420K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.0% | 6,175 | $420K |
| Gilbert & Cook, Inc. | 0.05% | Add +1.8% | 6,168 | $419K |
| Prudential PLC | 0.00% | Reduce -82.3% | 6,132 | $417K |
| Virtus Advisers, LLC | 0.20% | No change | 6,103 | $415K |
| Osmosis Investment Management UK Ltd | 0.01% | Reduce -82.7% | 6,013 | $414K |
| Hilltop Holdings Inc. | 0.04% | Reduce -34.5% | 6,030 | $410K |
| Aptus Capital Advisors, LLC | 0.00% | New | 5,954 | $405K |
| Accurate Wealth Management, LLC | 0.05% | Add +17.1% | 5,607 | $402K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 5,895 | $401K |
| Woodward Diversified Capital, LLC | 0.18% | Add +3.1% | 5,408 | $400K |
| Retirement Planning Co of New England, Inc. | 0.16% | Add +0.9% | 5,859 | $398K |
| Sagewood Asset Management LP | 0.12% | Add +21.7% | 5,791 | $394K |
| Oak Thistle LLC | 0.04% | Reduce -87.3% | 5,774 | $392K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.9% | 5,768 | $392K |
| Stronghold Wealth Management L.L.C. | 0.59% | Reduce -0.6% | 5,704 | $388K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 5,704 | $388K |
| Allen Capital Group, LLC | 0.03% | Add +0.1% | 5,700 | $387K |
| Fisher Asset Management | 0.00% | Add +7.5% | 5,655 | $384K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 5,645 | $384K |
| Vise Technologies, Inc. | 0.01% | No change | 5,961 | $384K |
| Centaurus Financial, Inc. | 0.02% | Add +0.1% | 5,616 | $382K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.3% | 5,487 | $373K |
| DF Dent & Co. Inc. | 0.01% | No change | 5,464 | $371K |
| Ethos Financial Group, LLC | 0.03% | No change | 5,751 | $370K |
| CarsonAllaria Wealth Management, Ltd. | 0.18% | Add +0.5% | 5,444 | $370K |
| Herold Advisors, Inc. | 0.08% | Add +0.3% | 5,389 | $366K |
| Harbour Investments, Inc. | 0.01% | Add +20.2% | 5,382 | $366K |
| Chicago Partners Investment Group LLC | 0.01% | Add +11.4% | 5,008 | $365K |
| Choreo, LLC | 0.00% | Reduce -34.1% | 5,242 | $362K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -59.9% | 5,307 | $361K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -13.1% | 5,275 | $358K |
| Advisortrust Partners, LLC | 0.15% | Add +9.2% | 5,249 | $357K |
| Jackson Wealth Management, LLC | 0.04% | No change | 5,233 | $356K |
| International Assets Investment Management, LLC | 0.02% | Reduce -5.0% | 5,123 | $355K |
| Flagship Private Wealth, LLC | 0.14% | Add +0.3% | 5,196 | $353K |
| STRS Ohio | 0.00% | Reduce -0.1% | 5,184 | $352K |
| Park Avenue Securities LLC | 0.00% | Add +7.2% | 5,183 | $352K |
| Huntington National Bank | 0.00% | Add +402.3% | 5,179 | $352K |
| Ticino Wealth | 0.12% | Reduce -50.0% | 5,000 | $351K |
| Rodgers Brothers Inc. | 0.04% | New | 5,150 | $350K |
| Benjamin Edwards Inc. | 0.00% | Add +2.2% | 5,106 | $347K |
| Western Wealth Management, LLC | 0.01% | Add +0.2% | 5,106 | $347K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | Add +0.1% | 5,105 | $347K |
| Gutierrez Wealth Advisory, LLC | 0.21% | Reduce -9.3% | 5,084 | $346K |
| HUB Investment Partners, LLC | 0.01% | Add +39.9% | 5,078 | $345K |
| Family Legacy, Inc. | 0.10% | Reduce -0.1% | 5,059 | $344K |
| Credit Agricole S A | 0.00% | Add +3.5% | 5,029 | $342K |
| Abel Hall, LLC | 0.07% | New | 5,018 | $341K |
| Summit Wealth Group, LLC | 0.08% | Add +0.3% | 5,010 | $340K |
| Seeds Investor LLC | 0.05% | Reduce -2.3% | 4,751 | $340K |
| First Affirmative Financial Network | 0.13% | — | 5,006 | $340K |
| Signaturefd, LLC | 0.01% | Add +12.8% | 4,987 | $339K |
| Sigma Planning Corp | 0.01% | Reduce -14.1% | 4,986 | $339K |
| Widmann Financial Services, Inc. | 0.20% | No change | 4,985 | $339K |
| Fifth Third Bancorp | 0.00% | Add +6.6% | 4,933 | $335K |
| Apollon Financial, LLC | 0.05% | No change | 4,910 | $334K |
| KPP Advisory Services LLC | 0.05% | Reduce -0.2% | 4,882 | $332K |
| Plato Investment Management Ltd | 0.02% | No change | 4,853 | $330K |
| Claris Financial LLC | 0.18% | Add +0.5% | 4,810 | $327K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 4,787 | $326K |
| Composition Wealth, LLC | 0.00% | Reduce -0.7% | 4,781 | $325K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +2.4% | 4,780 | $325K |
| Profund Advisors LLC | 0.01% | Add +2.0% | 4,780 | $325K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.0% | 4,764 | $324K |
| Burney Co./ | 0.01% | Add +4.8% | 4,727 | $321K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 4,707 | $320K |
| Inspire Advisors, LLC | 0.03% | Add +35.4% | 4,677 | $318K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +16.8% | 4,609 | $317K |
| Strathmore Capital Advisors, Inc. | 0.09% | No change | 4,327 | $316K |
| Engineers Gate Manager LP | 0.00% | Reduce -91.7% | 4,651 | $316K |
| Jacobs Equity LLC | 0.28% | Reduce -5.3% | 4,610 | $313K |
| GAMMA Investing LLC | 0.01% | Add +19.0% | 4,602 | $313K |
| Verity Asset Management, Inc. | 0.13% | Add +30.5% | 4,600 | $313K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 4,206 | $311K |
| Ascentis Independent Advisors | 0.02% | New | 4,528 | $308K |
| Dividend Assets Capital, LLC | 0.06% | No change | 4,500 | $306K |
| Mystic Asset Management, Inc. | 0.07% | No change | 4,426 | $301K |
| Carret Asset Management, LLC | 0.03% | No change | 4,332 | $294K |
| National Bank of Canada | 0.00% | Add +31.1% | 4,278 | $291K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -24.3% | 4,268 | $290K |
| Advocate Investing Services LLC | 0.25% | Add +0.0% | 4,259 | $289K |
| Havemeyer Place LP | 0.03% | New | 4,246 | $289K |
| Grant Private Wealth Management Inc | 0.15% | New | 4,197 | $285K |
| FIL Ltd | 0.00% | Add +55.0% | 4,191 | $285K |
| Frec Markets, Inc. | 0.05% | New | 4,181 | $284K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -14.7% | 4,169 | $283K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -24.9% | 4,131 | $281K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.6% | 4,098 | $279K |
| Greenleaf Trust | 0.00% | Add +4.5% | 4,084 | $278K |
| Regions Financial Corp. | 0.00% | No change | 4,067 | $276K |
| Kathmere Capital Management, LLC | 0.02% | Add +0.3% | 4,051 | $275K |
| TritonPoint Partners, LLC | 0.10% | No change | 3,990 | $275K |
| Capital Investment Advisors, LLC | 0.00% | Add +4.8% | 4,022 | $273K |
| Philadelphia Trust Co. | 0.02% | No change | 4,000 | $272K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 4,000 | $272K |
| Main Street Financial Solutions, LLC | 0.02% | Add +12.5% | 3,997 | $272K |
| New Wave Wealth Advisors LLC | 0.09% | Add +0.3% | 3,929 | $270K |
| Basepoint Wealth LLC | 0.15% | Add +1.4% | 3,954 | $269K |
| Ritholtz Wealth Management | 0.00% | New | 3,907 | $266K |
| Insight Wealth Partners, LLC | 0.11% | Add +0.2% | 3,878 | $264K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -11.1% | 3,864 | $263K |
| Wealth Management Strategies, Inc. | 0.12% | Add +1.3% | 3,844 | $261K |
| Mather Group, Llc. | 0.00% | New | 3,836 | $261K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,833 | $261K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 3,817 | $259K |
| Insigneo Advisory Services, LLC | 0.02% | Add +0.7% | 3,814 | $259K |
| Lazard Asset Management LLC | 0.00% | No change | 3,786 | $257K |
| Wedbush Securities Inc. | 0.01% | New | 3,785 | $257K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 3,770 | $256K |
| Clear Creek Financial Management, LLC | 0.02% | Add +0.4% | 3,762 | $256K |
| Syon Capital LLC | 0.01% | Add +15.3% | 3,732 | $254K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -30.3% | 3,713 | $252K |
| Keynote Financial Services LLC | 0.14% | No change | 3,710 | $252K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -5.9% | 3,707 | $252K |
| Battery Global Advisors, LLC | 0.14% | No change | 3,655 | $252K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 3,692 | $251K |
| Capital Planning Advisors, LLC | 0.04% | Reduce -0.1% | 3,683 | $250K |
| HBW Advisory Services LLC | 0.03% | New | 3,647 | $248K |
| Keudell/Morrison Wealth Management | 0.05% | Reduce -12.3% | 3,639 | $247K |
| NorthStar Asset Management LLC | 0.12% | Add +6.1% | 3,638 | $247K |
| UMB Bank, n.a. | 0.00% | Add +3.2% | 3,629 | $247K |
| Fiera Capital Corp | 0.00% | No change | 3,627 | $246K |
| LexAurum Advisors, LLC | 0.03% | — | 3,598 | $245K |
| TCW Group Inc. | 0.00% | Add +5.1% | 3,591 | $244K |
| Private Trust Co. NA | 0.02% | No change | 3,561 | $242K |
| CENTRAL TRUST Co | 0.00% | Add +217.9% | 3,561 | $242K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | Reduce -10.3% | 3,530 | $240K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.9% | 3,524 | $240K |
| Kestra Investment Management, LLC | 0.00% | Reduce -25.3% | 3,519 | $239K |
| D.B. Root & Company, LLC | 0.06% | Reduce -2.2% | 3,512 | $239K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 3,498 | $239K |
| Walleye Capital LLC | 0.00% | Add +3549.0% | 3,503 | $238K |
| King Wealth Management Group | 0.03% | No change | 3,495 | $238K |
| Prospera Financial Services Inc | 0.00% | Reduce -0.5% | 3,499 | $238K |
| Callan Family Office, LLC | 0.01% | Reduce -6.7% | 3,487 | $237K |
| Columbia Asset Management | 0.04% | Reduce -4.1% | 3,475 | $236K |
| Sage Rhino Capital LLC | 0.04% | Reduce -1.5% | 3,464 | $235K |
| LVW Advisors, LLC | 0.02% | Add +0.6% | 3,445 | $234K |
| Sawyer & Company, Inc | 0.09% | Reduce -4.2% | 3,445 | $234K |
| Portside Wealth Group, LLC | 0.03% | New | 3,426 | $233K |
| Titleist Asset Management, LLC | 0.02% | Reduce -3.2% | 3,410 | $232K |
| Detalus Advisors, LLC | 0.05% | No change | 3,400 | $231K |
| OneAscent Financial Services LLC | 0.01% | New | 3,394 | $231K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.5% | 3,365 | $229K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -53.3% | 3,347 | $227K |
| Procyon Advisors, LLC | 0.01% | No change | 3,325 | $226K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.7% | 3,311 | $225K |
| Motco | 0.02% | Add +7.5% | 3,308 | $225K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +23.4% | 3,303 | $224K |
| Savvy Advisors, Inc. | 0.01% | Reduce -4.2% | 3,301 | $224K |
| Bourgeon Capital Management LLC | 0.04% | No change | 3,300 | $224K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,300 | $224K |
| Allied Investment Advisors, LLC | 0.03% | No change | 3,281 | $223K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,281 | $223K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 3,244 | $220K |
| CX Institutional | 0.01% | Reduce -10.7% | 3,231 | $220K |
| Salem Investment Counselors Inc. | 0.01% | No change | 3,181 | $219K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -19.9% | 3,213 | $218K |
| Kraft, Davis & Associates, LLC | 0.05% | New | 2,977 | $217K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -0.4% | 3,176 | $216K |
| Principal Securities, Inc. | 0.00% | New | 3,175 | $216K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 3,166 | $215K |
| Helium Advisors LLC | 0.21% | New | 3,166 | $215K |
| Moneco Advisors, LLC | 0.02% | New | 3,143 | $214K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -9.5% | 3,111 | $211K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +98.1% | 3,060 | $211K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -16.2% | 3,087 | $210K |
| Empower Advisory Group, LLC | 0.00% | New | 3,066 | $208K |
| Childress Capital Advisors, LLC | 0.04% | New | 3,052 | $207K |
| Adapt Wealth Advisors, LLC | 0.07% | New | 3,043 | $207K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 3,000 | $204K |
| DV Trading LLC | 0.02% | Add +328.6% | 3,000 | $204K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -6.9% | 2,993 | $203K |
| Sound Income Strategies, LLC | 0.01% | Reduce -7.0% | 2,899 | $201K |
| Split Rock Private Trading & Wealth Management, LLC | 0.16% | New | 2,955 | $201K |
| Valmark Advisers, Inc. | 0.00% | New | 2,949 | $200K |
| HM Payson & Co. | 0.00% | No change | 2,890 | $196K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -0.7% | 2,877 | $196K |
| Atlantic Union Bankshares Corp | 0.00% | Add +10.1% | 2,720 | $185K |
| ASR Vermogensbeheer N.V. | 0.00% | Add +2.4% | 2,688 | $183K |
| Larson Financial Group LLC | 0.01% | Add +7.0% | 2,609 | $177K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.5% | 2,433 | $165K |
| IAG Wealth Partners, LLC | 0.02% | Add +0.2% | 2,386 | $162K |
| Bessemer Group Inc. | 0.00% | Reduce -4.0% | 2,286 | $156K |
| Horizon Investments, LLC | 0.00% | Reduce -29.9% | 2,238 | $152K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -1.9% | 2,203 | $150K |
| Bfsg, LLC | 0.01% | Reduce -12.4% | 2,097 | $143K |
| St Germain D J Co. Inc. | 0.01% | Reduce -4.7% | 2,043 | $139K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.9% | 2,039 | $139K |
| Los Angeles Capital Management LLC | 0.00% | Add +112.2% | 1,967 | $134K |
| Whittier Trust Co. | 0.00% | Add +28.2% | 1,885 | $132K |
| Orion Capital Management LLC | 0.04% | Reduce -72.9% | 1,900 | $129K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,810 | $123K |
| CoreCap Advisors, LLC | 0.00% | Reduce -13.7% | 1,777 | $121K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 1,759 | $120K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,748 | $119K |
| IFP Advisors, Inc | 0.00% | Add +18.6% | 1,741 | $118K |
| Westend Capital Management, LLC | 0.04% | Reduce -13.9% | 1,721 | $117K |
| Ameriflex Group, Inc. | 0.06% | Add +24.6% | 1,698 | $115K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +14.8% | 1,637 | $111K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -0.9% | 1,622 | $110K |
| Fairscale Capital, LLC | 0.08% | No change | 1,600 | $110K |
| Capital Analysts, LLC | 0.00% | Add +42.0% | 1,627 | $110K |
| Ballast Advisors LLC | 0.03% | New | 1,552 | $105K |
| Rossby Financial, LCC | 0.02% | Add +324.0% | 1,518 | $105K |
| Asset Planning,Inc | 0.07% | No change | 1,540 | $105K |
| Pillar Financial Advisors, LLC | 0.06% | No change | 1,489 | $101K |
| Spire Wealth Management | 0.00% | Reduce -13.4% | 1,426 | $97K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -1.8% | 1,411 | $96K |
| Triumph Capital Management | 0.02% | No change | 1,375 | $95K |
| Winch Advisory Services, LLC | 0.02% | Add +1.3% | 1,362 | $93K |
| Bangor Savings Bank | 0.01% | No change | 1,305 | $89K |
| SouthState Bank Corp | 0.00% | No change | 1,296 | $88K |
| North Star Investment Management Corp. | 0.01% | Reduce -0.3% | 1,265 | $86K |
| Proathlete Wealth Management LLC | 0.02% | Add +1.4% | 1,160 | $79K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,135 | $77K |
| Addison Advisors LLC | 0.02% | No change | 1,100 | $75K |
| MCF Advisors LLC | 0.00% | Reduce -30.6% | 1,084 | $74K |
| Versant Capital Management, Inc | 0.01% | Add +34.3% | 1,058 | $72K |
| REAP Financial Group, LLC | 0.01% | Add +24.9% | 1,048 | $71K |
| Smartleaf Asset Management LLC | 0.00% | Add +18.0% | 1,022 | $69K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Reduce -29.6% | 1,000 | $68K |
| Key Financial Inc | 0.01% | No change | 984 | $67K |
| Oslo Pensjonsforsikring AS | 0.01% | — | 975 | $66K |
| Oakworth Capital, Inc. | 0.00% | No change | 969 | $66K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 961 | $65K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 951 | $65K |
| Andra AP-fonden | 0.00% | Reduce -98.4% | 941 | $64K |
| Hoey Investments, Inc. | 0.01% | No change | 887 | $60K |
| Bare Financial Services, Inc | 0.02% | Add +2.2% | 884 | $60K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $60K |
| Wolff Wiese Magana LLC | 0.03% | Add +28.8% | 836 | $57K |
| Hurley Capital, LLC | 0.03% | Add +180.0% | 784 | $53K |
| Johnson Financial Group, Inc. | 0.00% | No change | 766 | $53K |
| Tsfg, LLC | 0.01% | New | 733 | $50K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 724 | $49K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -53.9% | 723 | $49K |
| Financial Management Professionals, Inc. | 0.01% | No change | 696 | $48K |
| Hilltop National Bank | 0.01% | No change | 694 | $47K |
| Quent Capital, LLC | 0.00% | Reduce -14.5% | 684 | $46K |
| Millstone Evans Group, LLC | 0.03% | No change | 672 | $46K |
| Ancora Advisors LLC | 0.00% | Add +14.3% | 654 | $44K |
| V-Square Quantitative Management LLC | 0.00% | No change | 642 | $44K |
| McIlrath & Eck, LLC | 0.00% | No change | 614 | $42K |
| True Wealth Design, LLC | 0.01% | Reduce -8.3% | 611 | $42K |
| Cheviot Value Management, LLC | 0.00% | No change | 608 | $41K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 600 | $41K |
| Tompkins Financial Corp. | 0.00% | Add +122.2% | 600 | $41K |
| Frazier Financial Advisors, LLC | 0.02% | New | 593 | $40K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 583 | $40K |
| Truvestments Capital LLC | 0.01% | No change | 549 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -12.7% | 521 | $35K |
| City State Bank | 0.01% | No change | 518 | $35K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.2% | 499 | $34K |
| Investors Portfolio Services LLC | 0.03% | Add +5.1% | 476 | $33K |
| SHP Wealth Management | 0.00% | Reduce -34.4% | 478 | $32K |
| MTM Investment Management, LLC | 0.01% | Add +1.1% | 471 | $32K |
| Richardson Financial Services Inc. | 0.02% | No change | 463 | $31K |
| Osbon Capital Management LLC | 0.02% | No change | 447 | $30K |
| First United Bank & Trust | 0.01% | No change | 415 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.5% | 411 | $28K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -49.4% | 405 | $28K |
| Heritage Wealth Advisors | 0.00% | No change | 402 | $27K |
| Montag A & Associates Inc. | 0.00% | No change | 390 | $27K |
| Gill Capital Partners, LLC | 0.01% | New | 366 | $25K |
| Nemes Rush Group LLC | 0.00% | Add +1.4% | 361 | $25K |
| Networth Advisors, LLC | 0.02% | New | 355 | $24K |
| Covestor Ltd | 0.02% | Reduce -5.0% | 345 | $24K |
| Thompson Investment Management, Inc. | 0.00% | No change | 349 | $24K |
| Robbins Farley | 0.01% | No change | 345 | $23K |
| Clearstead Trust, LLC | 0.00% | No change | 334 | $23K |
| Blue Trust, Inc. | 0.00% | Reduce -39.7% | 323 | $22K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 322 | $22K |
| Blueline Advisors LLC | 0.02% | No change | 311 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -10.1% | 310 | $21K |
| Ankerstar Wealth, LLC | 0.02% | No change | 302 | $21K |
| TD Private Client Wealth LLC | 0.00% | Add +3.8% | 304 | $21K |
| Summit Securities Group LLC | 0.01% | Reduce -72.7% | 300 | $20K |
| Caldwell Trust Co | 0.00% | No change | 300 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -1.8% | 280 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.7% | 287 | $20K |
| Rothschild Investment LLC | 0.00% | Reduce -3.8% | 276 | $19K |
| Piscataqua Savings Bank | 0.01% | No change | 275 | $19K |
| Root Financial Partners, LLC | 0.00% | Reduce -94.3% | 272 | $18K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 264 | $18K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 253 | $17K |
| Generali Asset Management SPA SGR | 0.00% | Reduce -99.1% | 256 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -23.9% | 254 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 250 | $17K |
| Raiffeisen Bank International AG | 0.00% | No change | 245 | $17K |
| Olistico Wealth, LLC | 0.01% | Reduce -46.0% | 235 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 224 | $16K |
| Essential Partners LLC | 0.01% | Reduce -24.1% | 230 | $16K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 230 | $16K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 219 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 223 | $15K |
| GoalVest Advisory LLC | 0.00% | No change | 222 | $15K |
| Paladin Advisory Group, LLC | 0.01% | No change | 220 | $15K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 220 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Add +4.2% | 200 | $15K |
| Nova Wealth Management, Inc. | 0.01% | No change | 210 | $14K |
| Smithfield Trust Co | 0.00% | No change | 200 | $14K |
| Quarry LP | 0.00% | Reduce -91.3% | 205 | $14K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.02% | — | 200 | $14K |
| Davis Capital Management | 0.01% | No change | 191 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 190 | $13K |
| Abound Wealth Management | 0.00% | New | 175 | $12K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 167 | $11K |
| Byrne Asset Management LLC | 0.01% | No change | 160 | $10K |
| Tidemark, LLC | 0.00% | No change | 144 | $10K |
| Dogwood Wealth Management LLC | 0.00% | Add +23.3% | 143 | $10K |
| SJS Investment Consulting Inc. | 0.00% | No change | 142 | $10K |
| Blume Capital Management, Inc. | 0.00% | No change | 134 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 130 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 125 | $8K |
| Southern Michigan Bank & Trust | 0.00% | — | 116 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 112 | $8K |
| Zions Bancorporation, National Association | 0.00% | New | 110 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 109 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +7.0% | 107 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 104 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -6.2% | 91 | $6K |
| Kemnay Advisory Services Inc. | 0.00% | New | 89 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 87 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 86 | $6K |
| Birchbrook, Inc. | 0.00% | No change | 80 | $5K |
| Webster Bank, N. A. | 0.00% | New | 75 | $5K |
| Wilkerson Advisory Group LLC | 0.00% | Add +75.0% | 70 | $5K |
| Clearstead Advisors, LLC | 0.00% | Reduce -92.7% | 69 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 64 | $4K |
| First Eagle Investment Management, LLC | 0.00% | No change | 59 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 58 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +292.9% | 55 | $4K |
| IFS Advisors, LLC | 0.00% | No change | 48 | $3K |
| WealthCollab, LLC | 0.00% | No change | 47 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Add +84.0% | 46 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -10.2% | 44 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +133.3% | 42 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 37 | $3K |
| 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 |
| Sachetta, LLC | 0.00% | Reduce -49.3% | 34 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 31 | $2K |
| CVA Family Office, LLC | 0.00% | Add +35.0% | 27 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +225.0% | 26 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +18.2% | 26 | $2K |
| Caitlin John, LLC | 0.00% | Add +4.0% | 26 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 25 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Add +4.3% | 24 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +9.5% | 23 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +53.9% | 20 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 17 | $1K |
| NBT Bank, N.A. | 0.00% | New | 16 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 14 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 14 | $952 |
| Dunhill Financial, LLC | 0.00% | No change | 12 | $829 |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $758 |
| Manning & Napier Advisors LLC | 0.00% | No change | 11 | $747 |
| Quaker Wealth Management, LLC | 0.00% | No change | 8 | $544 |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $476 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 6 | $408 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $408 |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -99.0% | 3 | $204 |
| MBM Wealth Consultants, LLC | 0.00% | New | 2 | $159 |
| Prestige Wealth Management Group LLC | 0.00% | New | 2 | $138 |
| Scarborough Advisors, LLC | 0.00% | No change | 2 | $136 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $136 |
| Activest Wealth Management | 0.00% | New | 2 | $136 |
| Silicon Valley Capital Partners | 0.00% | New | 1 | $68 |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.