WP CareyWPC
13F holders, Q2 2026 (June 30)905holders +35
98new positions
58sold out
7famous investors
$71.60avg. 13F price*
At the end of Q2 2026, 905 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 35 from Q1 2026. 98 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($2.4B), Vanguard Portfolio Management LLC ($1.4B) and State Street Corp. ($894.8M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $105.9M |
| Exits | 58 | $146.6M |
All 13F filers, Q1 2026 → Q2 2026: 15,111,171 shares bought and 9,908,017 shares sold, net +5,203,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 905 holders
| BlackRock, Inc. | 0.04% | Add +10.2% | 33,172,035 | $2.4B |
| Vanguard Portfolio Management LLC | 0.06% | Add +0.5% | 19,241,915 | $1.4B |
| State Street Corp. | 0.03% | Add +0.1% | 12,356,050 | $894.8M |
| Vanguard Capital Management LLC | 0.02% | Add +0.3% | 10,026,079 | $716.9M |
| Geode Capital Management, LLC | 0.02% | Add +2.4% | 5,029,277 | $358.8M |
| Massachusetts Financial Services Co. | 0.10% | Add +6.6% | 4,467,099 | $325.2M |
| Invesco Ltd. | 0.03% | Add +1.0% | 4,535,606 | $324.3M |
| Northern Trust Corp. | 0.03% | Add +28.0% | 3,404,655 | $243.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.1% | 3,346,564 | $239.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +7.1% | 3,262,016 | $233.2M |
| Norges Bank | 0.02% | — | 2,847,221 | $203.6M |
| Legal & General Group Plc | 0.04% | Reduce -3.5% | 2,647,763 | $189.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.0% | 2,305,639 | $164.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +3.0% | 2,270,499 | $162.3M |
| Nuveen, LLC | 0.04% | Reduce -1.4% | 2,096,115 | $149.9M |
| Morgan Stanley | 0.01% | Add +2.8% | 2,047,971 | $146.4M |
| UBS Group AG | 0.02% | Add +21.3% | 2,019,951 | $144.4M |
| Bank of America Corp. | 0.01% | Add +31.1% | 1,790,679 | $128.0M |
| Deutsche Bank AG | 0.04% | Add +284.2% | 1,787,749 | $127.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -55.9% | 1,481,307 | $108.9M |
| Equity Investment Corp. | 2.06% | Reduce -4.4% | 1,512,565 | $108.1M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +3.4% | 1,407,605 | $100.6M |
| Wellington Management Group LLP | 0.02% | Reduce -11.6% | 1,260,182 | $90.1M |
| Caisse de depot et placement du Quebec | 0.11% | Add +121.5% | 1,075,671 | $76.9M |
| Advisors Capital Management, LLC | 0.79% | Add +1.4% | 1,031,277 | $73.7M |
| Captrust Financial Advisors | 0.10% | Reduce -14.1% | 941,268 | $67.3M |
| HSBC Holdings PLC | 0.03% | Add +1.1% | 938,424 | $67.1M |
| Amundi | 0.02% | Add +0.6% | 905,905 | $64.8M |
| Robeco Institutional Asset Management B.V. | 0.07% | Reduce -3.7% | 833,413 | $59.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.1% | 809,338 | $57.9M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 793,572 | $56.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.2% | 775,610 | $55.5M |
| Two Sigma Investments, LP | 0.04% | Reduce -3.8% | 771,150 | $55.1M |
| Zacks Investment Management | 0.35% | Add +20.6% | 685,305 | $49.0M |
| Raymond James Financial Inc. | 0.01% | Add +20.3% | 683,922 | $48.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.5% | 675,909 | $48.3M |
| First Trust Advisors LP | 0.03% | Add +3.3% | 671,883 | $48.0M |
| Rhumbline Advisers | 0.04% | Add +2.9% | 651,460 | $46.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.4% | 620,940 | $44.4M |
| Swiss National Bank | 0.02% | Reduce -3.9% | 618,351 | $44.2M |
| Russell Investments Group, Ltd. | 0.04% | Add +262.7% | 602,485 | $43.2M |
| Bank of Montreal | 0.02% | Add +1203.3% | 582,527 | $41.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.25% | Add +11.0% | 581,377 | $41.6M |
| Schroder Investment Management Group | 0.03% | Reduce -8.1% | 570,366 | $41.4M |
| APG Asset Management US Inc. | 0.29% | No change | 580,007 | $41.1M |
| Victory Capital Management Inc. | 0.02% | Add +4.1% | 567,335 | $40.6M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +2.2% | 519,702 | $37.2M |
| Barclays PLC | 0.01% | Reduce -24.4% | 511,612 | $36.6M |
| Principal Financial Group Inc. | 0.02% | Add +3.4% | 505,692 | $36.2M |
| Citadel Advisors | 0.02% | Reduce -66.2% | 497,875 | $35.6M |
| Marshall Wace, LLP | 0.03% | Reduce -39.9% | 487,289 | $34.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.1% | 484,741 | $34.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Reduce -5.5% | 477,275 | $34.1M |
| Citigroup Inc. | 0.01% | Add +6.3% | 448,185 | $32.0M |
| California Public Employees Retirement System | 0.02% | Reduce -19.3% | 444,792 | $31.8M |
| American Century Companies Inc. | 0.01% | Reduce -34.6% | 444,334 | $31.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +27.7% | 441,604 | $31.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +8.9% | 440,538 | $31.5M |
| Asset Management One Co., Ltd. | 0.08% | Add +4.1% | 436,123 | $31.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | Add +12.2% | 431,844 | $30.9M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +5.3% | 431,432 | $30.8M |
| Storebrand Asset Management As | 0.08% | Add +51.5% | 427,394 | $30.6M |
| Wells Fargo & Company | 0.01% | Add +4.9% | 420,900 | $30.1M |
| BNP Paribas Financial Markets | 0.02% | Add +91.5% | 401,495 | $28.7M |
| SEB Asset Management AB | 0.11% | Add +42.3% | 394,267 | $28.2M |
| California State Teachers Retirement System | 0.03% | Reduce -0.9% | 388,247 | $27.8M |
| Jain Global LLC | 0.35% | Add +16.7% | 387,879 | $27.7M |
| Arbejdsmarkedets Tillaegspension | 0.58% | Reduce -0.8% | 373,000 | $26.7M |
| FMR LLC | 0.00% | Reduce -1.3% | 353,469 | $25.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +198.4% | 349,083 | $25.0M |
| Royal Bank of Canada | 0.00% | Add +28.8% | 348,452 | $24.9M |
| Quantinno Capital Management LP | 0.03% | Add +23.7% | 347,547 | $24.8M |
| Cetera Investment Advisers | 0.02% | Add +2.7% | 344,828 | $24.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.34% | New | 339,978 | $24.3M |
| AQR Capital Management | 0.01% | Add +16.6% | 337,163 | $24.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Add +132.3% | 335,248 | $24.0M |
| Berkshire Asset Management LLC | 0.94% | Add +1.2% | 334,738 | $23.9M |
| Waverly Advisors, LLC | 0.14% | Add +2367.1% | 332,200 | $23.8M |
| KLP Kapitalforvaltning As | 0.08% | Reduce -8.0% | 326,900 | $23.6M |
| Public Employees Retirement System of Ohio | 0.07% | Add +0.9% | 321,328 | $23.0M |
| Brown Advisory Inc. | 0.04% | Reduce -12.4% | 318,319 | $22.8M |
| Treasurer of the State of North Carolina | 0.06% | Add +1.0% | 315,515 | $22.6M |
| Private Management Group Inc. | 0.59% | Reduce -4.2% | 313,379 | $22.4M |
| Korea Investment CORP | 0.04% | Add +71.5% | 307,843 | $22.0M |
| Alliancebernstein L.P. | 0.01% | Add +0.4% | 315,408 | $21.4M |
| Renaissance Technologies | 0.03% | Add +309.8% | 292,200 | $20.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -43.8% | 291,651 | $20.9M |
| Susquehanna Portfolio Strategies, LLC | 0.32% | Add +190.2% | 284,847 | $20.4M |
| Lighthouse Investment Partners, LLC | 0.61% | Add +38.1% | 276,126 | $19.7M |
| Heitman Real Estate Securities LLC | 1.23% | Add +190.3% | 268,473 | $19.2M |
| Millennium Management | 0.01% | Reduce -49.3% | 266,214 | $19.0M |
| Candriam S.C.A. | 0.09% | Reduce -50.8% | 264,066 | $18.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +66.5% | 257,150 | $18.4M |
| Vanguard Investments Australia, Ltd. | 0.05% | Add +1.9% | 257,128 | $18.4M |
| Los Angeles Capital Management LLC | 0.07% | Add +12696.6% | 251,710 | $18.0M |
| Geneos Wealth Management Inc. | 0.35% | Reduce -2.0% | 240,263 | $17.2M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +105.0% | 233,876 | $16.7M |
| Retirement Systems of Alabama | 0.05% | Reduce -14.3% | 230,375 | $16.5M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -0.8% | 227,980 | $16.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -13.3% | 227,316 | $16.3M |
| Carnegie Investment Counsel | 0.32% | Add +4.3% | 224,344 | $16.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.3% | 221,265 | $15.8M |
| Focus Partners Wealth | 0.02% | Add +5.2% | 218,886 | $15.7M |
| Gillson Capital LP | 0.89% | Reduce -55.0% | 211,582 | $15.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -25.3% | 202,355 | $14.5M |
| Verdence Capital Advisors LLC | 0.75% | Add +71.1% | 200,942 | $14.4M |
| CSM Advisors, LLC | 0.30% | Reduce -0.9% | 199,368 | $14.3M |
| Osaic Holdings, Inc. | 0.02% | Add +24.2% | 197,419 | $14.1M |
| Jane Street Group, LLC | 0.01% | New | 196,613 | $14.1M |
| Tectonic Advisors LLC | 0.67% | Add +5.3% | 193,656 | $13.8M |
| New York State Teachers Retirement System | 0.03% | Add +25.9% | 191,396 | $13.7M |
| Aviva PLC | 0.02% | Add +1.2% | 191,030 | $13.7M |
| Mizuho Markets Americas LLC | 0.23% | New | 183,000 | $13.1M |
| Truist Financial Corp. | 0.01% | Reduce -0.8% | 175,542 | $12.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.1% | 175,367 | $12.5M |
| Macquarie Group Ltd. | 0.05% | Add +4.7% | 172,418 | $12.3M |
| Achmea Investment Management B.V. | 0.30% | No change | 170,284 | $12.2M |
| Creative Planning | 0.01% | Add +22.5% | 169,979 | $12.2M |
| Arax Advisory Partners | 0.08% | Add +1692.5% | 165,609 | $11.8M |
| Illinois Municipal Retirement Fund | 0.13% | Add +31.9% | 164,754 | $11.8M |
| Swedbank AB | 0.01% | Reduce -10.3% | 159,482 | $11.4M |
| Nomura Holdings Inc. | 0.05% | Add +7.4% | 153,883 | $11.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.1% | 146,492 | $10.5M |
| Cullen/Frost Bankers, Inc. | 0.10% | Add +4.0% | 143,138 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 141,837 | $10.1M |
| Knights of Columbus Asset Advisors LLC | 0.50% | Add +333.7% | 139,528 | $10.0M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -9.3% | 139,129 | $9.9M |
| Van Eck Associates Corp. | 0.01% | Reduce -6.8% | 138,020 | $9.9M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 143,926 | $9.7M |
| Danske Bank A/S | 0.02% | Reduce -2.1% | 133,238 | $9.5M |
| State of Alaska, Department of Revenue | 0.09% | Add +1.1% | 132,101 | $9.4M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +0.2% | 127,691 | $9.3M |
| APG Asset Management N.V. | 0.02% | Add +37.6% | 148,301 | $9.3M |
| Allworth Financial LP | 0.04% | Reduce -2.3% | 126,552 | $9.0M |
| Crawford Investment Counsel Inc. | 0.15% | Reduce -0.4% | 125,257 | $9.0M |
| Seneca House Advisors | 3.05% | Add +0.4% | 120,725 | $8.6M |
| Ensign Peak Advisors, Inc | 0.01% | Add +42.6% | 119,181 | $8.5M |
| Holocene Advisors, LP | 0.02% | Add +32.6% | 114,996 | $8.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.9% | 114,338 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.5% | 113,671 | $8.1M |
| MetLife Investment Management, LLC | 0.04% | Reduce -0.4% | 113,491 | $8.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -9.7% | 113,459 | $8.1M |
| Mediolanum International Funds Ltd | 0.07% | Add +267.4% | 108,099 | $7.9M |
| Rock Point Advisors, LLC | 1.94% | Reduce -0.6% | 110,733 | $7.9M |
| Avior Wealth Management, LLC | 0.21% | Reduce -3.2% | 109,391 | $7.8M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -0.1% | 108,305 | $7.7M |
| Uniplan Investment Counsel, Inc. | 0.74% | Reduce -4.5% | 107,753 | $7.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.8% | 107,339 | $7.7M |
| Prairiewood Capital, LLC | 1.99% | Add +4.1% | 107,254 | $7.7M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -1.1% | 106,781 | $7.6M |
| DAVENPORT & Co LLC | 0.04% | Reduce -2.0% | 106,293 | $7.6M |
| Westwood Holdings Group Inc. | 0.06% | Add +3.6% | 104,644 | $7.5M |
| Aberdeen Group plc | 0.01% | Reduce -25.1% | 104,021 | $7.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +12.2% | 103,649 | $7.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +8.6% | 102,247 | $7.3M |
| MML Investors Services, LLC | 0.01% | Add +37.9% | 101,894 | $7.3M |
| Pacer Advisors, Inc. | 0.02% | Reduce -4.4% | 100,168 | $7.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +24.7% | 100,084 | $7.2M |
| Amalgamated Bank | 0.05% | Reduce -2.3% | 98,510 | $7.0M |
| Advocate Group LLC | 1.03% | Add +4.8% | 96,060 | $6.9M |
| IFM Investors Pty Ltd | 0.04% | Add +19.5% | 94,375 | $6.7M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -5.0% | 94,289 | $6.7M |
| Corient Private Wealth LP | 0.01% | Reduce -3.4% | 93,777 | $6.7M |
| Franklin Resources Inc. | 0.00% | Reduce -54.5% | 93,184 | $6.7M |
| Adams Asset Advisors, LLC | 0.75% | Add +10.3% | 90,882 | $6.5M |
| Sei Investments Co. | 0.01% | Reduce -38.1% | 88,139 | $6.3M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -1.8% | 85,763 | $6.1M |
| Engineers Gate Manager LP | 0.08% | Add +1724.6% | 84,861 | $6.1M |
| Quantbot Technologies LP | 0.24% | New | 84,662 | $6.1M |
| Prudential PLC | 0.04% | Add +1259.2% | 83,343 | $6.0M |
| Sheets Smith Wealth Management | 0.59% | Reduce -1.2% | 83,010 | $5.9M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -1.6% | 82,669 | $5.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.8% | 81,977 | $5.9M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.9% | 80,736 | $5.8M |
| Nykredit A/S | 0.02% | — | 80,333 | $5.7M |
| New Age Alpha Advisors, LLC | 0.24% | Add +21.5% | 79,783 | $5.7M |
| Landscape Capital Management, L.L.C. | 0.36% | New | 77,339 | $5.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +4.2% | 77,209 | $5.5M |
| National Bank of Canada | 0.00% | Add +1697.8% | 76,911 | $5.5M |
| Metis Global Partners, LLC | 0.12% | Add +28.9% | 76,695 | $5.5M |
| Te Ahumairangi Investment Management Ltd | 0.82% | Add +2.7% | 71,217 | $5.1M |
| Exchange Traded Concepts, LLC | 0.03% | Add +6.5% | 70,943 | $5.1M |
| Yousif Capital Management, LLC | 0.06% | Reduce -4.5% | 70,006 | $5.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 68,120 | $4.9M |
| Handelsbanken Fonder AB | 0.01% | Add +13.8% | 66,900 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.5% | 66,884 | $4.8M |
| Louisiana State Employees Retirement System | 0.07% | Add +2.7% | 65,200 | $4.7M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.1% | 64,059 | $4.6M |
| KBC Group NV | 0.01% | Reduce -29.7% | 63,811 | $4.6M |
| Dupree Financial Group, LLC | 1.69% | Add +1.9% | 63,176 | $4.5M |
| Arizona State Retirement System | 0.02% | Add +5.6% | 62,873 | $4.5M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +0.6% | 62,827 | $4.5M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 62,826 | $4.5M |
| Mackenzie Financial Corp. | 0.00% | Add +212.1% | 62,229 | $4.4M |
| Brown, Lisle/Cummings, Inc. | 0.99% | Add +9.8% | 61,807 | $4.4M |
| State of Michigan Retirement System | 0.02% | Reduce -5.3% | 60,200 | $4.3M |
| Cresset Asset Management, LLC | 0.02% | Add +4.1% | 58,912 | $4.3M |
| Natixis Advisors, LLC | 0.00% | Add +16.4% | 58,923 | $4.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +374.0% | 57,576 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +11.9% | 55,290 | $4.0M |
| Fideuram Asset Management (Ireland) dac | 0.07% | New | 52,559 | $3.9M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -14.4% | 54,364 | $3.9M |
| Entropy Technologies, LP | 0.15% | Add +114.9% | 53,796 | $3.8M |
| Alpha Omega Wealth Management LLC | 0.56% | Reduce -0.1% | 51,334 | $3.7M |
| GSI Capital Advisors LLC | 1.71% | New | 50,570 | $3.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +2.1% | 50,105 | $3.6M |
| NewSquare Capital LLC | 0.27% | Add +3.9% | 50,073 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +327.3% | 49,131 | $3.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | New | 49,108 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -16.7% | 48,929 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.8% | 48,418 | $3.5M |
| Romano Brothers and Company | 0.34% | Reduce -1.9% | 47,885 | $3.4M |
| Vestcor Inc | 0.08% | No change | 47,585 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.6% | 47,524 | $3.4M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -1.6% | 47,414 | $3.4M |
| Andra AP-fonden | 0.04% | Add +4926.6% | 47,300 | $3.4M |
| NEOS Investment Management LLC | 0.01% | Add +13.2% | 46,985 | $3.4M |
| QRG Capital Management, Inc. | 0.03% | Add +8.1% | 46,736 | $3.3M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -5.8% | 46,627 | $3.3M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +2.7% | 46,019 | $3.3M |
| Pensionfund PDN | 1.69% | Add +3.4% | 45,800 | $3.3M |
| Guggenheim Capital LLC | 0.02% | Add +43.6% | 45,577 | $3.3M |
| Freedom Financial Partners LLC | 1.05% | Reduce -1.6% | 45,121 | $3.2M |
| Squarepoint Ops LLC | 0.01% | New | 45,110 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Add +13.6% | 44,299 | $3.2M |
| New Mexico Educational Retirement Board | 0.08% | No change | 43,400 | $3.1M |
| Inspire Investing, LLC | 0.13% | Add +15.8% | 42,811 | $3.1M |
| DNB Asset Management AS | 0.01% | Reduce -8.1% | 42,454 | $3.0M |
| Allstate Corp. | 0.03% | Add +8.3% | 41,515 | $3.0M |
| Xponance LLC | 0.02% | Add +1.1% | 41,436 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +1.5% | 40,992 | $2.9M |
| Meixler Investment Management, Ltd. | 1.61% | Reduce -0.4% | 40,804 | $2.9M |
| SummitTX Capital, L.P. | 0.08% | New | 40,395 | $2.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.7% | 39,346 | $2.8M |
| Hazelview Securities Inc. | 0.39% | New | 39,407 | $2.8M |
| &partners | 0.01% | Add +5.9% | 39,177 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +100.6% | 38,201 | $2.7M |
| Capital Square, LLC | 1.19% | Reduce -0.2% | 37,841 | $2.7M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -10.5% | 37,582 | $2.7M |
| Investmark Advisory Group LLC | 0.99% | Add +3.0% | 36,479 | $2.6M |
| Cerity Partners LLC | 0.00% | Add +9.0% | 35,905 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.2% | 35,778 | $2.6M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -0.2% | 35,629 | $2.5M |
| Tudor Investment Corporation | 0.01% | Add +253.5% | 34,746 | $2.5M |
| Arkadios Wealth Advisors | 0.04% | Add +1.3% | 34,239 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -0.0% | 33,982 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.7% | 33,649 | $2.4M |
| Utah Retirement Systems | 0.02% | Reduce -4.8% | 33,481 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Add +0.3% | 33,457 | $2.4M |
| Weaver Consulting Group | 0.49% | Reduce -0.8% | 33,450 | $2.4M |
| Jump Financial, LLC | 0.02% | New | 32,800 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.7% | 32,688 | $2.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +7.0% | 32,311 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +131.0% | 32,143 | $2.3M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -34.3% | 32,084 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -44.1% | 31,682 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.3% | 31,322 | $2.2M |
| M&T Bank Corp | 0.01% | Reduce -1.2% | 31,202 | $2.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -86.7% | 31,107 | $2.2M |
| Toronto Dominion Bank | 0.00% | Add +2.6% | 31,079 | $2.2M |
| Gsa Capital Partners LLP | 0.14% | Add +186.0% | 30,908 | $2.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -7.1% | 30,889 | $2.2M |
| TD Asset Management Inc | 0.00% | Add +2.7% | 30,218 | $2.2M |
| Erste Asset Management GmbH | 0.02% | Add +2.8% | 29,100 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +34.4% | 28,672 | $2.1M |
| Commerce Bank | 0.01% | No change | 29,307 | $2.1M |
| Wellington Shields Capital Management, LLC | 0.26% | Reduce -6.6% | 29,127 | $2.1M |
| Avanza Fonder AB | 0.05% | Add +51.7% | 29,121 | $2.1M |
| New York Life Investment Management LLC | 0.01% | Add +5.4% | 28,811 | $2.1M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -14.6% | 28,279 | $2.0M |
| Gradient Capital Advisors, LLC | 0.46% | Reduce -0.5% | 27,790 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +5.8% | 27,677 | $2.0M |
| US Bancorp \de | 0.00% | Add +10.3% | 27,351 | $2.0M |
| Kintra Wealth, LLC | 0.10% | Add +1.1% | 27,097 | $1.9M |
| BridgePort Financial Solutions, LLC | 0.48% | Reduce -4.0% | 26,650 | $1.9M |
| Sfmg, LLC | 0.11% | Reduce -20.3% | 26,362 | $1.9M |
| Stordahl Capital Management, Inc. | 0.34% | Add +0.2% | 26,156 | $1.9M |
| TT Capital Management LLC | 1.45% | Reduce -1.8% | 26,108 | $1.9M |
| Excalibur Management Corp. | 0.61% | Add +0.6% | 25,714 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +73.4% | 25,699 | $1.8M |
| Flputnam Investment Management Co. | 0.02% | Reduce -2.4% | 25,684 | $1.8M |
| Fiduciary Alliance LLC | 0.12% | No change | 25,325 | $1.8M |
| Cozad Asset Management Inc. | 0.12% | Reduce -0.3% | 25,186 | $1.8M |
| OP Asset Management Ltd | 0.02% | Reduce -35.0% | 25,152 | $1.8M |
| Ethic Inc. | 0.02% | Reduce -33.8% | 24,294 | $1.7M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -14.6% | 24,191 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.9% | 24,109 | $1.7M |
| CMH Wealth Management LLC | 0.26% | Reduce -43.4% | 23,655 | $1.7M |
| Vanderbilt University | 0.23% | Add +59.8% | 23,915 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -3.6% | 23,709 | $1.7M |
| Nordea Investment Management AB | 0.00% | Add +2.5% | 23,344 | $1.7M |
| NorthRock Partners, LLC | 0.02% | Reduce -10.2% | 23,519 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -91.8% | 23,437 | $1.7M |
| Demars Financial Group, LLC | 0.46% | Add +84.7% | 23,259 | $1.7M |
| Diversify Advisory Services, LLC | 0.03% | Add +186.9% | 21,678 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Add +5.2% | 21,678 | $1.7M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +0.3% | 22,451 | $1.6M |
| Pensionfund Sabic | 1.71% | No change | 22,304 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.18% | Reduce -0.7% | 22,432 | $1.6M |
| Naviter Wealth, LLC | 0.14% | Add +21.1% | 21,749 | $1.6M |
| Horizon Kinetics Asset Management LLC | 0.02% | No change | 22,000 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Add +0.3% | 21,715 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.5% | 21,589 | $1.5M |
| Hilltop Partners LLC | 0.37% | Reduce -1.9% | 21,509 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -5.2% | 21,491 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +18.1% | 21,303 | $1.5M |
| HORAN Wealth, LLC | 0.19% | Add +7.5% | 21,250 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +1.2% | 21,240 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.2% | 21,211 | $1.5M |
| Jeppson Wealth Management, LLC | 0.45% | Reduce -1.5% | 21,177 | $1.5M |
| Machina Capital S.A.S. | 0.24% | New | 20,843 | $1.5M |
| Penserra Capital Management LLC | 0.01% | Reduce -5.8% | 20,636 | $1.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 20,336 | $1.5M |
| Griffin Asset Management, Inc. | 0.15% | Reduce -1.1% | 20,198 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -4.5% | 19,812 | $1.4M |
| Royal Fund Management, LLC | 0.12% | Add +2.8% | 19,949 | $1.4M |
| Dockside LLC | 0.33% | — | 19,838 | $1.4M |
| Kepler Cheuvreux (Suisse) SA | 0.08% | Reduce -79.9% | 19,634 | $1.4M |
| NewEdge Wealth, LLC | 0.01% | Add +4.4% | 19,618 | $1.4M |
| Ostrum Asset Management | 0.07% | Reduce -40.2% | 19,209 | $1.4M |
| Bank of Nova Scotia | 0.00% | Reduce -0.5% | 19,085 | $1.4M |
| Hancock Whitney Corp. | 0.02% | No change | 19,014 | $1.4M |
| National Pension Service | 0.00% | Reduce -27.1% | 18,986 | $1.4M |
| Moors & Cabot, Inc. | 0.05% | Reduce -4.5% | 18,965 | $1.4M |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -15.5% | 18,831 | $1.4M |
| Laurel Oak Wealth Management, LLC | 0.19% | Reduce -5.6% | 18,394 | $1.3M |
| Clarion Wealth Managment Partners, LLC | 1.05% | Reduce -2.4% | 18,133 | $1.3M |
| New Insight Wealth Advisors | 0.38% | Reduce -17.4% | 18,054 | $1.3M |
| Arete Wealth Advisors, LLC | 0.09% | Add +2.9% | 18,025 | $1.3M |
| Securian Asset Management, Inc. | 0.04% | Add +1.7% | 16,426 | $1.2M |
| Colonial Trust Advisors | 0.09% | Reduce -1.4% | 17,401 | $1.2M |
| Samalin Investment Counsel, LLC | 0.40% | Add +2.1% | 17,225 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -13.0% | 17,170 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +3.9% | 17,105 | $1.2M |
| Harbor Investment Advisory, LLC | 0.09% | Add +0.1% | 17,072 | $1.2M |
| Ameritas Advisory Services, LLC | 0.02% | Add +221.0% | 16,933 | $1.2M |
| Associated Banc-Corp | 0.03% | No change | 16,725 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -2.6% | 16,714 | $1.2M |
| Jupiter Topco LLC | 0.00% | — | 16,652 | $1.2M |
| Carnegie Lake Advisors LLC | 0.43% | No change | 16,286 | $1.2M |
| Curi Capital, LLC | 0.02% | Reduce -0.0% | 16,074 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +42.9% | 16,255 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -1.7% | 16,187 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.4% | 16,110 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +96.8% | 15,599 | $1.1M |
| Wealthstar Advisors, LLC | 0.55% | Add +0.3% | 15,496 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +13.1% | 15,426 | $1.1M |
| Savant Capital, LLC | 0.00% | Add +83.7% | 15,797 | $1.1M |
| Saudi Central Bank | 0.01% | Add +89.8% | 15,350 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.5% | 15,221 | $1.1M |
| Axq Capital, LP | 0.12% | Reduce -14.9% | 15,051 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | Reduce -1.2% | 14,850 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +23.5% | 14,635 | $1.0M |
| Everstar Asset Management, LLC | 0.50% | Add +10.8% | 14,507 | $1.0M |
| Summit Wealth Group LLC / Co. | 0.08% | Reduce -4.9% | 14,302 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +68.6% | 14,185 | $1.0M |
| Prudential Financial Inc. | 0.00% | Reduce -17.4% | 14,183 | $1.0M |
| Cooper Financial Group | 0.08% | Add +19.5% | 14,127 | $1.0M |
| Applied Capital LLC | 0.67% | Add +0.0% | 14,061 | $1.0M |
| Investment Management Corp of Ontario | 0.01% | Reduce -10.8% | 14,018 | $1.0M |
| Siemens Fonds Invest GmbH | 0.05% | Reduce -14.4% | 13,901 | $994K |
| Roof Eidam Maycock Peralta, LLC | 0.20% | No change | 13,883 | $993K |
| Bahl & Gaynor LLC | 0.00% | No change | 13,843 | $990K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.1% | 13,818 | $988K |
| Cullen Capital Management, LLC | 0.01% | No change | 13,817 | $988K |
| Texas Yale Capital Corp. | 0.02% | Add +0.0% | 13,816 | $988K |
| Kentucky Retirement Systems | 0.02% | New | 13,683 | $978K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -3.3% | 13,221 | $945K |
| Howe & Rusling Inc. | 0.05% | Add +1.1% | 13,187 | $943K |
| LRI Investments, LLC | 0.08% | Reduce -2.9% | 13,143 | $940K |
| Rakuten Investment Management, Inc. | 0.00% | Add +15.3% | 12,618 | $927K |
| Pasadena Private Wealth, LLC | 0.12% | Add +0.3% | 12,966 | $927K |
| McGlone Suttner Wealth Management, Inc. | 0.11% | Add +5.7% | 12,910 | $923K |
| Founders Financial Alliance, LLC | 0.12% | Add +8.6% | 12,898 | $922K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -8.6% | 12,885 | $921K |
| Vista Investment Management | 0.28% | Reduce -2.6% | 12,792 | $915K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -50.5% | 12,701 | $908K |
| Coppell Advisory Solutions LLC | 0.08% | New | 8,327 | $907K |
| Woodline Partners LP | 0.00% | Add +45.9% | 12,517 | $895K |
| Merit Financial Group, LLC | 0.01% | Add +5.0% | 12,465 | $891K |
| CIBC Asset Management Inc | 0.00% | Reduce -87.8% | 12,325 | $881K |
| Redhawk Wealth Advisors, Inc. | 0.09% | New | 12,271 | $877K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -9.0% | 12,188 | $871K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | No change | 12,183 | $871K |
| PFG Investments, LLC | 0.03% | Add +0.7% | 12,138 | $868K |
| Financial Gravity Companies, Inc. | 0.14% | — | 12,112 | $866K |
| Waldron Private Wealth LLC | 0.03% | No change | 12,041 | $861K |
| WealthPlan Investment Management, LLC | 0.04% | Add +1.1% | 11,903 | $851K |
| Intech Investment Management LLC | 0.01% | Reduce -60.9% | 11,862 | $848K |
| Abn Amro Investment Solutions | 0.01% | Reduce -12.6% | 11,834 | $846K |
| Oak Thistle LLC | 0.08% | Add +104.2% | 11,789 | $843K |
| Vident Advisory, LLC | 0.01% | Add +4.4% | 11,660 | $834K |
| Susquehanna International Group, LLP | 0.00% | New | 11,537 | $825K |
| Spirit of America Management Corp. | 0.15% | Add +25.0% | 11,500 | $822K |
| Cambria Investment Management, L.P. | 0.04% | Add +24.3% | 11,466 | $820K |
| Maryland State Retirement & Pension System | 0.01% | No change | 11,398 | $815K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +13.0% | 11,383 | $814K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | New | 11,200 | $810K |
| EFG International AG | 0.01% | Add +3.8% | 11,300 | $808K |
| Legacy Capital Wealth Partners, LLC | 0.15% | Reduce -0.1% | 11,166 | $798K |
| World Investment Advisors | 0.01% | Reduce -6.9% | 11,545 | $798K |
| AE Wealth Management LLC | 0.00% | Reduce -6.0% | 11,165 | $798K |
| Stephens Inc. | 0.01% | Reduce -3.7% | 11,158 | $798K |
| RB Capital Management, LLC | 0.16% | Reduce -9.9% | 11,061 | $791K |
| BLB&B Advisors, LLC | 0.03% | Add +0.0% | 11,050 | $790K |
| Client 1ST Advisory Group, LLC | 0.21% | Reduce -1.9% | 10,995 | $786K |
| Family Wealth Partners, LLC | 0.24% | Add +5.6% | 10,884 | $778K |
| Advisory Services Network, LLC | 0.01% | Add +7.5% | 10,856 | $776K |
| Credit Agricole S A | 0.00% | Add +114.5% | 10,789 | $771K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 11,324 | $770K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 10,715 | $766K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -15.1% | 10,710 | $766K |
| Modern Wealth Management, LLC | 0.01% | Reduce -24.5% | 10,561 | $755K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.9% | 10,502 | $751K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.8% | 10,404 | $750K |
| Compound Planning, Inc. | 0.02% | Add +0.6% | 10,482 | $749K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -18.1% | 10,437 | $746K |
| First National Bank of Mount Dora, Trust Investment Services | 0.15% | No change | 10,300 | $736K |
| Dudley Capital Management, LLC | 0.29% | No change | 10,175 | $728K |
| MAI Capital Management | 0.00% | Add +0.4% | 10,161 | $727K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 10,080 | $721K |
| Liberty Square Wealth Partners LLC | 0.17% | Add +1.3% | 10,038 | $718K |
| Centersquare Investment Management LLC | 0.01% | No change | 10,004 | $715K |
| Simplex Trading, LLC | 0.02% | Reduce -32.4% | 10,003 | $715K |
| Prosperity Consulting Group, LLC | 0.03% | Add +4.2% | 9,886 | $707K |
| Accel Wealth Management | 0.16% | Reduce -1.7% | 9,831 | $703K |
| Invst, LLC | 0.07% | Reduce -1.5% | 9,819 | $702K |
| Norinchukin Bank, The | 0.01% | Reduce -0.4% | 9,818 | $702K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 9,756 | $698K |
| DoubleLine ETF Adviser LP | 0.29% | Reduce -14.7% | 9,689 | $693K |
| C2C Wealth Management, LLC | 0.54% | Add +0.1% | 9,589 | $686K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -5.0% | 9,571 | $684K |
| Liberty One Investment Management, LLC | 0.07% | Reduce -2.0% | 9,519 | $681K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 9,473 | $677K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.6% | 9,468 | $677K |
| Old Port Advisors | 0.13% | No change | 9,330 | $667K |
| Laraway Financial Advisors Inc | 0.40% | No change | 9,251 | $661K |
| Mgo One Seven LLC | 0.01% | Reduce -3.0% | 9,175 | $656K |
| Frec Markets, Inc. | 0.06% | Add +114.3% | 8,958 | $640K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.0% | 8,933 | $639K |
| Dynamic Technology Lab Private Ltd | 0.14% | New | 8,881 | $635K |
| ProShare Advisors LLC | 0.00% | Add +0.0% | 8,787 | $628K |
| Wellington Shields & Co., LLC | 0.14% | Add +0.5% | 8,700 | $622K |
| Ballentine Partners, LLC | 0.01% | Reduce -1.9% | 8,697 | $622K |
| Canada Post Corp Registered Pension Plan | 0.02% | No change | 8,653 | $619K |
| Colonial Trust Co / SC | 0.08% | Add +3.0% | 8,612 | $616K |
| WINTON GROUP Ltd | 0.02% | New | 8,600 | $615K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -0.8% | 8,583 | $614K |
| ASR Vermogensbeheer N.V. | 0.01% | Add +219.2% | 8,580 | $613K |
| Venture Visionary Partners LLC | 0.02% | Reduce -29.0% | 8,499 | $608K |
| Sagewood Asset Management LP | 0.14% | Add +46.7% | 8,497 | $608K |
| Park Avenue Securities LLC | 0.00% | Add +62.8% | 8,440 | $603K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.4% | 8,421 | $602K |
| FIL Ltd | 0.00% | Add +98.0% | 8,297 | $593K |
| Lanark Financial, Inc. | 0.04% | Add +0.6% | 8,219 | $588K |
| Groupe la Francaise | 0.01% | Reduce -6.4% | 8,196 | $586K |
| Brookwood Investment Group LLC | 0.07% | Reduce -5.4% | 8,183 | $585K |
| Archer Investment Corp | 0.11% | Reduce -0.6% | 8,168 | $584K |
| GeoWealth Management, LLC | 0.02% | Add +22.1% | 7,952 | $569K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Add +40.7% | 7,944 | $568K |
| AlphaGrep UK Ltd | 0.17% | New | 7,938 | $568K |
| Independent Advisor Alliance | 0.01% | Reduce -33.9% | 7,903 | $565K |
| HighPoint Advisor Group LLC | 0.02% | Add +5.2% | 7,873 | $563K |
| VestGen Advisors, LLC | 0.02% | Reduce -1.7% | 7,848 | $561K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +2.3% | 7,830 | $560K |
| Hudson Portfolio Management LLC | 0.42% | Reduce -0.8% | 7,807 | $558K |
| Global Retirement Partners, LLC | 0.01% | — | 7,780 | $556K |
| Glenmede Trust Co. NA | 0.00% | Add +7.5% | 7,711 | $551K |
| FLC Capital Advisors | 0.09% | No change | 7,635 | $546K |
| Synergy Asset Management, LLC | 0.05% | New | 7,630 | $546K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -51.6% | 7,520 | $545K |
| Ossiam | 0.01% | Reduce -21.3% | 7,591 | $543K |
| Apella Capital, LLC | 0.01% | Reduce -1.4% | 7,570 | $539K |
| Sterling Capital Management LLC | 0.01% | Reduce -8.4% | 7,533 | $539K |
| Krane Funds Advisors LLC | 0.02% | Reduce -1.7% | 7,421 | $531K |
| KOM Wealth Management Group, LLC | 0.32% | Add +1.3% | 7,392 | $529K |
| COFG Advisors, LLC | 0.09% | New | 7,356 | $526K |
| Armstrong, Fleming & Moore, Inc | 0.17% | Reduce -0.2% | 7,315 | $523K |
| Diligent Investors, LLC | 0.12% | Add +0.3% | 7,298 | $522K |
| Accurate Wealth Management, LLC | 0.05% | Add +26.5% | 7,091 | $508K |
| Shelton Capital Management | 0.01% | No change | 7,097 | $507K |
| Vise Technologies, Inc. | 0.01% | Add +17.2% | 6,987 | $500K |
| Signaturefd, LLC | 0.01% | Add +39.7% | 6,969 | $498K |
| Ignite Planners, LLC | 0.07% | Add +7.6% | 6,935 | $496K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -3.9% | 6,931 | $496K |
| Virtus Advisers, LLC | 0.19% | Add +13.2% | 6,906 | $494K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -32.9% | 6,902 | $494K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.1% | 6,875 | $492K |
| Focus Financial Network, Inc. | 0.02% | Add +1.8% | 6,865 | $491K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 6,750 | $483K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.8% | 6,740 | $482K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +2.8% | 6,649 | $475K |
| Fulcrum Asset Management LLP | 0.05% | New | 6,448 | $474K |
| MQS Management LLC | 0.58% | Reduce -1.3% | 6,628 | $474K |
| Praxis Investment Management Inc. | 0.02% | No change | 6,500 | $465K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.5% | 6,455 | $462K |
| North Dakota State Investment Board | 0.02% | Add +1.7% | 6,445 | $461K |
| Round Rock Advisors LLC | 0.06% | Reduce -15.7% | 6,434 | $460K |
| Avion Wealth | 0.09% | Add +0.1% | 6,433 | $459K |
| Eldridge Investment Advisors, Inc. | 0.09% | Reduce -10.8% | 6,413 | $459K |
| Picton Mahoney Asset Management | 0.00% | Reduce -74.5% | 6,384 | $456K |
| Peddock Capital Advisors, LLC | 0.09% | No change | 6,356 | $454K |
| Precedent Wealth Partners, LLC | 0.07% | New | 6,307 | $451K |
| Rockport Wealth LLC | 0.08% | No change | 6,271 | $448K |
| Gilbert & Cook, Inc. | 0.05% | Add +1.4% | 6,251 | $447K |
| Essex Financial Services, Inc. | 0.02% | Reduce -5.1% | 6,249 | $447K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -56.3% | 6,235 | $446K |
| International Assets Investment Management, LLC | 0.03% | Add +22.0% | 6,248 | $442K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.9% | 6,165 | $441K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -34.2% | 6,138 | $439K |
| Axis Wealth Partners, LLC | 0.21% | Reduce -1.7% | 6,093 | $436K |
| Harbour Investments, Inc. | 0.01% | Add +13.0% | 6,081 | $435K |
| Jacobs Equity LLC | 0.30% | Add +31.9% | 6,081 | $435K |
| Grant Private Wealth Management Inc | 0.18% | Add +44.8% | 6,078 | $435K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.1% | 6,053 | $433K |
| Monument Capital Management | 0.09% | New | 5,946 | $425K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 5,903 | $422K |
| Chicago Partners Investment Group LLC | 0.01% | Add +11.9% | 5,605 | $422K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.7% | 5,806 | $415K |
| Tredje AP-fonden | 0.00% | Reduce -93.4% | 5,769 | $412K |
| Retirement Planning Co of New England, Inc. | 0.15% | Reduce -1.7% | 5,761 | $412K |
| Stronghold Wealth Management L.L.C. | 0.55% | Add +0.6% | 5,740 | $410K |
| Woodward Diversified Capital, LLC | 0.18% | Add +5.8% | 5,722 | $409K |
| Gutierrez Wealth Advisory, LLC | 0.23% | Add +11.8% | 5,684 | $406K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -0.5% | 5,678 | $406K |
| Gen-Wealth Partners Inc | 0.11% | Reduce -19.2% | 5,669 | $405K |
| Centaurus Financial, Inc. | 0.02% | Add +0.0% | 5,618 | $402K |
| DV Trading LLC | 0.03% | Add +87.3% | 5,618 | $402K |
| Hanover Advisors Inc. | 0.14% | New | 5,528 | $395K |
| Allen Capital Group, LLC | 0.03% | Reduce -3.0% | 5,526 | $395K |
| New Wave Wealth Advisors LLC | 0.11% | Add +38.3% | 5,433 | $393K |
| True North Advisors, LLC | 0.04% | New | 5,497 | $393K |
| Advisortrust Partners, LLC | 0.13% | Add +4.5% | 5,486 | $392K |
| Benjamin Edwards Inc. | 0.00% | Add +7.0% | 5,463 | $391K |
| DF Dent & Co. Inc. | 0.01% | No change | 5,464 | $391K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -0.7% | 5,449 | $390K |
| CarsonAllaria Wealth Management, Ltd. | 0.17% | Reduce -0.3% | 5,425 | $388K |
| HUB Investment Partners, LLC | 0.01% | Add +6.4% | 5,403 | $386K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.9% | 5,306 | $380K |
| Hilltop Holdings Inc. | 0.03% | Reduce -12.2% | 5,297 | $379K |
| Lazard Asset Management LLC | 0.00% | Add +39.1% | 5,268 | $377K |
| Clearstead Advisors, LLC | 0.00% | Add +7524.6% | 5,261 | $376K |
| OneDigital Investment Advisors LLC | 0.00% | Add +26.1% | 5,258 | $376K |
| Herold Advisors, Inc. | 0.07% | Reduce -3.4% | 5,205 | $373K |
| Regions Financial Corp. | 0.00% | Add +28.3% | 5,216 | $373K |
| Flagship Private Wealth, LLC | 0.13% | No change | 5,196 | $372K |
| DRW Securities, LLC | 0.02% | Reduce -56.8% | 5,182 | $371K |
| Family Legacy, Inc. | 0.10% | Add +1.9% | 5,157 | $369K |
| Huntington National Bank | 0.00% | Reduce -0.5% | 5,153 | $368K |
| Western Wealth Management, LLC | 0.01% | Add +0.2% | 5,118 | $366K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | Add +0.1% | 5,112 | $365K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.0% | 5,097 | $364K |
| GAMMA Investing LLC | 0.01% | Add +9.9% | 5,059 | $362K |
| Summit Wealth Group, LLC | 0.07% | Add +0.3% | 5,023 | $359K |
| Old National Bancorp | 0.01% | New | 5,020 | $359K |
| Choreo, LLC | 0.00% | Reduce -4.4% | 5,012 | $359K |
| Ticino Wealth | 0.11% | No change | 5,000 | $358K |
| Verity Asset Management, Inc. | 0.13% | Add +7.3% | 4,938 | $353K |
| Composition Wealth, LLC | 0.00% | Add +3.3% | 4,937 | $353K |
| Verition Fund Management LLC | 0.00% | Reduce -66.9% | 4,916 | $351K |
| Apollon Financial, LLC | 0.04% | No change | 4,910 | $351K |
| KPP Advisory Services LLC | 0.04% | Add +0.3% | 4,897 | $350K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +1.3% | 4,841 | $346K |
| Sigma Planning Corp | 0.01% | Reduce -2.9% | 4,840 | $346K |
| Plato Investment Management Ltd | 0.02% | No change | 4,853 | $345K |
| Adapt Wealth Advisors, LLC | 0.11% | Add +58.0% | 4,809 | $344K |
| Seeds Investor LLC | 0.04% | Add +1.1% | 4,805 | $344K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +0.6% | 4,737 | $339K |
| Burney Co./ | 0.01% | Add +0.0% | 4,728 | $338K |
| Fifth Third Bancorp | 0.00% | Reduce -4.6% | 4,704 | $336K |
| Clear Creek Financial Management, LLC | 0.02% | Add +24.1% | 4,667 | $334K |
| Fisher Asset Management | 0.00% | Reduce -18.0% | 4,638 | $332K |
| Profund Advisors LLC | 0.01% | Reduce -3.0% | 4,634 | $331K |
| Widmann Financial Services, Inc. | 0.18% | Reduce -7.4% | 4,618 | $330K |
| Brookfield Corp | 0.00% | Reduce -97.9% | 4,588 | $328K |
| Kathmere Capital Management, LLC | 0.02% | Add +11.2% | 4,505 | $322K |
| Dividend Assets Capital, LLC | 0.06% | No change | 4,500 | $322K |
| MKT Advisors LLC | 0.10% | Reduce -28.3% | 4,494 | $320K |
| Ethos Financial Group, LLC | 0.02% | Reduce -22.7% | 4,447 | $318K |
| Mystic Asset Management, Inc. | 0.07% | No change | 4,426 | $316K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -7.2% | 4,421 | $316K |
| Ritholtz Wealth Management | 0.00% | Add +10.4% | 4,313 | $308K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +0.8% | 4,304 | $308K |
| Advocate Investing Services LLC | 0.23% | Add +0.0% | 4,260 | $305K |
| Commerzbank Aktiengesellschaft | 0.01% | Reduce -40.0% | 4,219 | $302K |
| Syon Capital LLC | 0.01% | Add +13.0% | 4,216 | $301K |
| Symphony Financial, Ltd. Co. | 0.03% | Add +17.4% | 4,108 | $298K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 4,206 | $297K |
| Two Sigma Securities, LLC | 0.03% | New | 4,142 | $296K |
| Inceptionr LLC | 0.07% | Reduce -84.4% | 4,105 | $294K |
| Meeder Advisory Services, Inc. | 0.01% | Add +26.6% | 4,069 | $291K |
| OneAscent Financial Services LLC | 0.01% | Add +19.4% | 4,053 | $290K |
| NorthStar Asset Management LLC | 0.06% | Add +11.0% | 4,038 | $289K |
| Principal Securities, Inc. | 0.00% | Add +26.8% | 4,027 | $288K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.7% | 4,023 | $288K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.9% | 4,019 | $287K |
| Bridgefront Capital, LLC | 0.08% | New | 4,009 | $287K |
| Basepoint Wealth LLC | 0.16% | Add +1.3% | 4,006 | $286K |
| Philadelphia Trust Co. | 0.02% | No change | 4,000 | $286K |
| Strathmore Capital Advisors, Inc. | 0.08% | Reduce -12.4% | 3,791 | $285K |
| Greenleaf Trust | 0.00% | Reduce -2.7% | 3,973 | $284K |
| AlphaCore Capital LLC | 0.01% | New | 3,924 | $281K |
| Wealth Management Strategies, Inc. | 0.11% | Add +1.3% | 3,894 | $278K |
| Insight Wealth Partners, LLC | 0.04% | No change | 3,878 | $277K |
| CreativeOne Wealth, LLC | 0.01% | Add +17.6% | 3,859 | $276K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,838 | $275K |
| Insigneo Advisory Services, LLC | 0.01% | Add +0.8% | 3,846 | $275K |
| Boothbay Fund Management, LLC | 0.01% | New | 3,777 | $270K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.3% | 3,775 | $270K |
| Prospera Financial Services Inc | 0.00% | Add +7.8% | 3,771 | $270K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 3,770 | $270K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.3% | 3,726 | $266K |
| TCW Group Inc. | 0.00% | Add +3.6% | 3,722 | $266K |
| Keynote Financial Services LLC | 0.13% | No change | 3,710 | $265K |
| Battery Global Advisors, LLC | 0.13% | No change | 3,655 | $265K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -8.0% | 3,701 | $265K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -0.0% | 3,691 | $264K |
| Mather Group, Llc. | 0.00% | Reduce -5.0% | 3,644 | $261K |
| Fiera Capital Corp | 0.00% | No change | 3,627 | $259K |
| Portside Wealth Group, LLC | 0.03% | Add +5.3% | 3,609 | $258K |
| LexAurum Advisors, LLC | 0.03% | No change | 3,598 | $257K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.8% | 3,594 | $257K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.1% | 3,592 | $257K |
| CENTRAL TRUST Co | 0.00% | No change | 3,561 | $255K |
| Keudell/Morrison Wealth Management | 0.05% | Reduce -2.2% | 3,559 | $254K |
| UMB Bank, n.a. | 0.00% | Reduce -2.3% | 3,545 | $253K |
| Savvy Advisors, Inc. | 0.01% | Add +6.7% | 3,523 | $252K |
| Benin Management CORP | 0.05% | New | 3,520 | $252K |
| Inspire Advisors, LLC | 0.02% | Reduce -24.8% | 3,517 | $251K |
| D.B. Root & Company, LLC | 0.05% | Add +0.1% | 3,514 | $251K |
| Rafferty Asset Management, LLC | 0.00% | Add +13.7% | 3,509 | $251K |
| King Wealth Management Group | 0.03% | No change | 3,495 | $250K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 3,496 | $250K |
| Private Trust Co. NA | 0.02% | Reduce -2.3% | 3,481 | $249K |
| Keystone Financial Services | 0.06% | New | 3,477 | $249K |
| Sage Rhino Capital LLC | 0.04% | Add +0.3% | 3,474 | $248K |
| HBW Advisory Services LLC | 0.02% | Reduce -5.4% | 3,451 | $247K |
| Elevatus Welath Management | 0.06% | New | 3,447 | $246K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 3,433 | $245K |
| Detalus Advisors, LLC | 0.05% | No change | 3,400 | $243K |
| Canada Pension Plan Investment Board | 0.00% | New | 3,400 | $243K |
| Revolve Wealth Partners, LLC | 0.03% | New | 3,398 | $243K |
| Focused Wealth Management, Inc | 0.02% | New | 3,393 | $243K |
| Carret Asset Management, LLC | 0.02% | Reduce -21.9% | 3,384 | $242K |
| WealthPLAN Partners, LLC | 0.05% | Add +0.0% | 3,348 | $239K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.5% | 3,347 | $239K |
| Procyon Advisors, LLC | 0.01% | Add +0.1% | 3,329 | $238K |
| Cherry Tree Wealth Management, LLC | 0.04% | Reduce -17.1% | 3,314 | $237K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,300 | $236K |
| Allied Investment Advisors, LLC | 0.03% | No change | 3,281 | $235K |
| Callan Family Office, LLC | 0.00% | Reduce -7.0% | 3,244 | $232K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -33.0% | 3,208 | $229K |
| Helium Advisors LLC | 0.19% | Add +0.1% | 3,170 | $227K |
| Sawyer & Company, Inc | 0.08% | Reduce -8.0% | 3,170 | $227K |
| Motco | 0.02% | Reduce -4.2% | 3,170 | $227K |
| Rossby Financial, LCC | 0.04% | Add +108.8% | 3,169 | $227K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -0.2% | 3,161 | $226K |
| Rodgers Brothers Inc. | 0.02% | Reduce -38.8% | 3,150 | $225K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -2.8% | 3,093 | $224K |
| Natixis | 0.00% | Reduce -98.6% | 3,100 | $222K |
| Advyzon Investment Management, LLC | 0.02% | New | 3,090 | $221K |
| Empower Advisory Group, LLC | 0.00% | No change | 3,066 | $219K |
| LVW Advisors, LLC | 0.02% | Reduce -12.4% | 3,018 | $216K |
| Abel Hall, LLC | 0.04% | Reduce -39.9% | 3,016 | $216K |
| Mission Creek Capital Partners, Inc. | 0.04% | Reduce -27.4% | 3,000 | $215K |
| Intelligence Driven Advisers, LLC | 0.03% | No change | 3,000 | $215K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -61.5% | 2,995 | $214K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -15.1% | 2,993 | $214K |
| Turning Point Benefit Group, Inc. | 0.09% | New | 2,996 | $214K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -10.4% | 2,965 | $212K |
| First Nebraska Trust Co | 0.02% | New | 2,950 | $211K |
| Osmosis Investment Management UK Ltd | 0.01% | Reduce -51.1% | 2,943 | $210K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.2% | 2,942 | $210K |
| Modera Wealth Management, LLC | 0.00% | New | 2,931 | $210K |
| Oak Harvest Investment Services | 0.02% | New | 2,929 | $209K |
| Sovereign Financial Group, Inc. | 0.03% | Reduce -2.3% | 2,924 | $209K |
| Titleist Asset Management, LLC | 0.01% | Reduce -14.3% | 2,923 | $209K |
| Kestra Investment Management, LLC | 0.00% | Reduce -17.9% | 2,890 | $207K |
| Columbia Asset Management | 0.04% | Reduce -16.8% | 2,890 | $207K |
| Bluespring Wealth Management, LLC | 0.00% | New | 2,874 | $205K |
| Virtue Capital Management, LLC | 0.03% | New | 2,854 | $204K |
| BCO Wealth Management LLC | 0.11% | New | 2,850 | $204K |
| Diesslin Group, Inc. | 0.08% | New | 2,846 | $203K |
| Pegasus Asset Management, Inc. | 0.06% | New | 2,838 | $203K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -1.7% | 2,827 | $202K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,823 | $202K |
| Checchi Capital Advisers, LLC | 0.01% | New | 2,808 | $201K |
| Berger Financial Group, Inc | 0.01% | New | 2,804 | $200K |
| Allie Family Office LLC | 0.07% | New | 2,800 | $200K |
| Bourgeon Capital Management LLC | 0.03% | Reduce -15.2% | 2,800 | $200K |
| Strategic Blueprint, LLC | 0.01% | New | 2,798 | $200K |
| Kera Capital Partners, Inc. | 0.02% | New | 2,798 | $200K |
| AdvisorNet Financial, Inc | 0.01% | Add +36.4% | 2,782 | $199K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -10.4% | 2,743 | $199K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,720 | $194K |
| Trust Co. of Vermont | 0.01% | — | 2,691 | $192K |
| Horizon Investments, LLC | 0.00% | Add +17.8% | 2,637 | $189K |
| Walleye Trading LLC | 0.00% | New | 2,545 | $182K |
| HM Payson & Co. | 0.00% | Reduce -12.5% | 2,530 | $181K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.5% | 2,446 | $175K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -26.3% | 2,436 | $174K |
| Bessemer Group Inc. | 0.00% | Add +6.4% | 2,432 | $174K |
| IAG Wealth Partners, LLC | 0.02% | Add +0.1% | 2,389 | $171K |
| Larson Financial Group LLC | 0.00% | Reduce -8.6% | 2,386 | $171K |
| Abound Financial, LLC | 0.06% | New | 2,171 | $155K |
| MCF Advisors LLC | 0.01% | Add +96.1% | 2,126 | $154K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -2.7% | 2,144 | $153K |
| Bfsg, LLC | 0.01% | No change | 2,097 | $150K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,043 | $146K |
| First Bancorp, Inc | 0.06% | New | 1,978 | $141K |
| Markowski Investments | 0.03% | — | 1,863 | $133K |
| CoreCap Advisors, LLC | 0.00% | Add +1.8% | 1,809 | $129K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,810 | $129K |
| Westend Capital Management, LLC | 0.03% | Add +4.2% | 1,793 | $128K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +8.1% | 1,770 | $127K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Reduce -0.1% | 1,757 | $126K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,748 | $125K |
| Ameriflex Group, Inc. | 0.05% | Add +0.2% | 1,702 | $122K |
| CX Institutional | 0.00% | Reduce -50.0% | 1,617 | $116K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,622 | $116K |
| Fairscale Capital, LLC | 0.07% | No change | 1,600 | $116K |
| IFP Advisors, Inc | 0.00% | Reduce -8.3% | 1,596 | $114K |
| Capital Analysts, LLC | 0.00% | Reduce -4.2% | 1,558 | $111K |
| Asset Planning,Inc | 0.07% | No change | 1,540 | $110K |
| PEAK6 LLC | 0.00% | Reduce -85.2% | 1,494 | $107K |
| Pillar Financial Advisors, LLC | 0.06% | No change | 1,489 | $106K |
| Whittier Trust Co. | 0.00% | Reduce -22.0% | 1,470 | $104K |
| Spire Wealth Management | 0.00% | No change | 1,426 | $102K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -0.2% | 1,408 | $101K |
| Winch Advisory Services, LLC | 0.02% | Add +1.3% | 1,379 | $99K |
| Triumph Capital Management | 0.02% | No change | 1,375 | $98K |
| Versant Capital Management, Inc | 0.01% | Add +29.2% | 1,367 | $98K |
| Bangor Savings Bank | 0.01% | No change | 1,305 | $93K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | Add +30.0% | 1,300 | $93K |
| SouthState Bank Corp | 0.00% | No change | 1,296 | $93K |
| TOWER TRUST & INVESTMENT Co | 0.05% | New | 1,212 | $87K |
| Proathlete Wealth Management LLC | 0.02% | Add +1.3% | 1,175 | $84K |
| Key Capital Management, INC | 0.04% | New | 1,125 | $80K |
| IFG Advisory, LLC | 0.00% | New | 1,076 | $77K |
| North Star Investment Management Corp. | 0.00% | Reduce -15.2% | 1,073 | $77K |
| REAP Financial Group, LLC | 0.01% | Add +0.9% | 1,058 | $76K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,022 | $75K |
| Cheviot Value Management, LLC | 0.01% | Add +65.8% | 1,008 | $72K |
| Creative Financial Designs Inc. | 0.00% | New | 992 | $71K |
| Oslo Pensjonsforsikring AS | 0.01% | No change | 975 | $70K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 961 | $69K |
| Oakworth Capital, Inc. | 0.00% | No change | 969 | $69K |
| Bare Financial Services, Inc | 0.02% | Add +7.7% | 952 | $68K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 951 | $68K |
| Wolff Wiese Magana LLC | 0.03% | Add +13.4% | 948 | $68K |
| Concord Wealth Partners | 0.01% | New | 907 | $65K |
| Hoey Investments, Inc. | 0.01% | No change | 887 | $63K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $63K |
| Johnson Financial Group, Inc. | 0.00% | Add +12.5% | 862 | $62K |
| Hurley Capital, LLC | 0.03% | Add +1.4% | 795 | $57K |
| Essential Partners LLC | 0.02% | Add +217.4% | 730 | $52K |
| Oakmont Advisory Group, LLC | 0.04% | New | 730 | $52K |
| Tsfg, LLC | 0.01% | No change | 733 | $52K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 724 | $52K |
| Financial Management Professionals, Inc. | 0.00% | No change | 696 | $50K |
| Hilltop National Bank | 0.01% | No change | 694 | $50K |
| V-Square Quantitative Management LLC | 0.00% | Add +7.9% | 693 | $50K |
| Quent Capital, LLC | 0.00% | No change | 684 | $49K |
| Millstone Evans Group, LLC | 0.03% | No change | 672 | $48K |
| True Wealth Design, LLC | 0.01% | Add +8.7% | 664 | $47K |
| Ascentis Independent Advisors | 0.12% | Reduce -85.8% | 643 | $46K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 600 | $43K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 593 | $42K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 583 | $42K |
| Ancora Advisors LLC | 0.00% | Reduce -11.6% | 578 | $41K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 567 | $41K |
| Duff & Phelps Investment Management Co. | 0.00% | New | 532 | $38K |
| Caldwell Trust Co | 0.00% | Add +75.7% | 527 | $38K |
| City State Bank | 0.01% | No change | 518 | $37K |
| Avalon Trust Co | 0.00% | New | 500 | $36K |
| Investors Portfolio Services LLC | 0.03% | Add +1.1% | 481 | $35K |
| SHP Wealth Management | 0.00% | Add +1.7% | 486 | $35K |
| Loomis Sayles & Co. L P | 0.00% | New | 478 | $34K |
| MTM Investment Management, LLC | 0.01% | Add +1.1% | 476 | $34K |
| Richardson Financial Services Inc. | 0.02% | No change | 463 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -11.1% | 463 | $33K |
| Osbon Capital Management LLC | 0.03% | No change | 447 | $32K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -10.6% | 446 | $32K |
| Quarry LP | 0.00% | Add +102.9% | 416 | $30K |
| First United Bank & Trust | 0.01% | No change | 415 | $30K |
| Parkside Financial Bank & Trust | 0.00% | No change | 411 | $29K |
| Heritage Wealth Advisors | 0.00% | No change | 402 | $29K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -0.7% | 402 | $29K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 400 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 390 | $28K |
| Gill Capital Partners, LLC | 0.01% | Add +1.4% | 371 | $27K |
| Nemes Rush Group LLC | 0.00% | Add +1.4% | 366 | $26K |
| Thompson Investment Management, Inc. | 0.00% | No change | 349 | $25K |
| Robbins Farley | 0.01% | No change | 345 | $25K |
| Clearstead Trust, LLC | 0.00% | No change | 334 | $24K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 322 | $23K |
| Covestor Ltd | 0.01% | Reduce -7.8% | 318 | $23K |
| Rothschild Investment LLC | 0.00% | Add +15.9% | 320 | $23K |
| Blueline Advisors LLC | 0.02% | No change | 311 | $22K |
| Ankerstar Wealth, LLC | 0.02% | No change | 302 | $22K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 287 | $21K |
| Compass Financial Management LLC | 0.00% | — | 277 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -1.1% | 277 | $20K |
| First Eagle Investment Management, LLC | 0.00% | Add +359.3% | 271 | $19K |
| Tompkins Financial Corp. | 0.00% | Reduce -55.0% | 270 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 254 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 250 | $18K |
| Blue Trust, Inc. | 0.00% | Reduce -24.5% | 244 | $17K |
| TD Private Client Wealth LLC | 0.00% | Reduce -24.0% | 231 | $17K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 230 | $16K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 224 | $16K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 223 | $16K |
| GoalVest Advisory LLC | 0.00% | No change | 222 | $16K |
| Paladin Advisory Group, LLC | 0.01% | No change | 220 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 219 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.5% | 201 | $15K |
| Nova Wealth Management, Inc. | 0.01% | No change | 210 | $15K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.02% | No change | 200 | $14K |
| Piscataqua Savings Bank | 0.01% | Reduce -27.3% | 200 | $14K |
| Meeder Asset Management Inc. | 0.00% | New | 200 | $14K |
| Smithfield Trust Co | 0.00% | No change | 200 | $14K |
| Davis Capital Management | 0.01% | No change | 191 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 190 | $14K |
| Elevation Wealth Partners, LLC | 0.00% | New | 169 | $12K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 167 | $12K |
| McDonald Partners LLC | 0.00% | New | 164 | $12K |
| Zions Bancorporation, National Association | 0.00% | Add +49.1% | 164 | $12K |
| Key Financial Inc | 0.00% | Reduce -83.7% | 160 | $11K |
| Byrne Asset Management LLC | 0.01% | No change | 160 | $11K |
| Tidemark, LLC | 0.00% | No change | 144 | $10K |
| SJS Investment Consulting Inc. | 0.00% | No change | 142 | $10K |
| Olistico Wealth, LLC | 0.00% | Reduce -42.5% | 135 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +8.0% | 135 | $10K |
| Blume Capital Management, Inc. | 0.00% | No change | 134 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 130 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -63.2% | 114 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 112 | $8K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 109 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 107 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 104 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 99 | $7K |
| Kemnay Advisory Services Inc. | 0.00% | Add +4.5% | 93 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 91 | $7K |
| High Note Wealth, LLC | 0.00% | Add +2.3% | 88 | $6K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -40.6% | 85 | $6K |
| Birchbrook, Inc. | 0.00% | No change | 80 | $6K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 74 | $5K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 70 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 64 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 58 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +119.2% | 57 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +41.7% | 51 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 50 | $4K |
| LifeSteps Financial, Inc. | 0.00% | New | 50 | $4K |
| Hager Investment Management Services, LLC | 0.00% | New | 50 | $4K |
| Southern Michigan Bank & Trust | 0.00% | Reduce -56.9% | 50 | $4K |
| IFS Advisors, LLC | 0.00% | No change | 48 | $3K |
| WealthCollab, LLC | 0.00% | No change | 47 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +11.9% | 47 | $3K |
| Manning & Napier Advisors LLC | 0.00% | Add +309.1% | 45 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $3K |
| Buck Wealth Strategies, LLC | 0.00% | New | 39 | $3K |
| Hughes Financial Services, LLC | 0.00% | Add +65.2% | 38 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 37 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 36 | $3K |
| Sachetta, LLC | 0.00% | No change | 34 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 32 | $2K |
| Downshift Financial, LLC | 0.00% | New | 32 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -34.8% | 30 | $2K |
| Bokf, NA | 0.00% | New | 29 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 31 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 27 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 24 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -89.5% | 23 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -11.5% | 23 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 20 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 20 | $1K |
| Allied Private Wealth LLC | 0.00% | — | 20 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 19 | $1K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 18 | $1K |
| NBT Bank, N.A. | 0.00% | No change | 16 | $1K |
| Caitlin John, LLC | 0.00% | Reduce -38.5% | 16 | $1K |
| Brooklyn FI, LLC | 0.00% | New | 14 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 14 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -74.5% | 14 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 14 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 12 | $873 |
| Valued Wealth Advisors LLC | 0.00% | No change | 11 | $797 |
| Morse Asset Management, Inc | 0.00% | New | 10 | $715 |
| Quaker Wealth Management, LLC | 0.00% | No change | 8 | $572 |
| Planning Strategies Inc. | 0.00% | — | 7 | $501 |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $501 |
| JNBA Financial Advisors | 0.00% | New | 7 | $501 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $429 |
| Prestige Wealth Management Group LLC | 0.00% | Add +150.0% | 5 | $363 |
| Cape Investment Advisory, Inc. | 0.00% | New | 5 | $358 |
| Activest Wealth Management | 0.00% | Add +50.0% | 3 | $215 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3 | $215 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $143 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $143 |
| Banque Cantonale Vaudoise | 0.00% | New | 1,138 | $81 |
| Synergy Investment Management, LLC | 0.00% | New | 1 | $75 |
| Silicon Valley Capital Partners | 0.00% | No change | 1 | $72 |
| Evolution Advisers, Inc. | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.