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Regency Centers Corp (REG)

CUSIP: 758849103 | NYSE | Real Estate · REIT - Retail | Large Cap | 1507 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/APrincipal Real Estate Investors LLC
with Principal Global Investors
6,527,2283.6%Newly reportedJun 30, 2026No 13F filer matched
13G/APrincipal Real Estate Investors LLC6,527,228
3.6% of class · Jun 30, 2026Newly reported
with Principal Global Investors
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc7,704,542
0.3% of portfolio›$553.8M
Dimensional Fund Advisors LP2,666,587
0.0% of portfolio›$191.7M
Robeco Institutional Asset Management B.V.1,049,024
0.1% of portfolio›$75.4M
Sumitomo Mitsui Trust Group, Inc.695,453
0.0% of portfolio›$50.0M
Mitsubishi UFJ Asset Management Co., Ltd.586,521
0.0% of portfolio›$42.2M
Creative Planning444,396
0.0% of portfolio›$31.9M
Citigroup Inc405,774
0.0% of portfolio›$29.2M
Asset Management One Co., Ltd.350,944
0.1% of portfolio›$25.2M
Arbejdsmarkedets Tillaegspension339,200
0.6% of portfolio›$24.4M
Daiwa Securities Group Inc.324,628
0.0% of portfolio›$23.3M
Miller Howard Investments Inc300,043
0.6% of portfolio›$21.6M
Pacific Heights Asset Management LLC300,000
0.7% of portfolio›$21.6M
Strs Ohio255,806
0.1% of portfolio›$18.4M
KBC Group NV238,092
0.0% of portfolio›$17.1K
CIBC Asset Management Inc225,753
0.0% of portfolio›$16.2M
Achmea Investment Management B.V.196,478
0.1% of portfolio›$14.1M
Cullen T Bankers, Inc.187,161
0.1% of portfolio›$13.5M
Swedbank AB173,144
0.0% of portfolio›$12.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS172,280
0.1% of portfolio›$12.4M
State of New Jersey Common Pension Fund D163,989
0.0% of portfolio›$11.8M
Virginia Retirement Systems ET Al158,445
0.1% of portfolio›$11.4M
Baldwin Wealth Partners LLC145,570
0.7% of portfolio›$10.5M
New York State Teachers Retirement System139,123
0.0% of portfolio›$10.0K
Retirement Systems of Alabama126,199
0.0% of portfolio›$9.1M
MacKenzie Financial Corp110,455
0.0% of portfolio›$7.9M
State of Alaska, Department of Revenue107,256
0.0% of portfolio›$7.7K
DekaBank Deutsche Girozentrale106,748
0.0% of portfolio›$7.8K
Fjarde Ap-Fonden TH Swedish National Pension Fund94,858
0.0% of portfolio›$6.8M
Calamos Advisors LLC90,514
0.0% of portfolio›$6.5M
Vert Asset Management LLC84,494
1.8% of portfolio›$6.1M
IFM Investors Pty Ltd75,166
0.0% of portfolio›$5.4M
TrustWell Financial Advisors, LLC73,785
4.5% of portfolio›$5.3M
Neos Investment Management LLC68,567
0.0% of portfolio›$4.9M
Pictet Asset Management Holding SA68,535
0.0% of portfolio›$4.9M
Sumitomo Mitsui DS Asset Management Company, Ltd65,243
0.0% of portfolio›$4.7M
Azzad Asset Management Inc57,957
0.4% of portfolio›$4.2M
Wolverine Asset Management LLC51,595
0.0% of portfolio›$3.7M
Wealth Enhancement Advisory Services, LLC50,726
0.0% of portfolio›$3.2M
New York Life Investment Management LLC48,047
0.0% of portfolio›$3.5M
Czech National Bank47,880
0.0% of portfolio›$3.4M
Mirae Asset Global Investments Co., Ltd.47,532
0.0% of portfolio›$3.4M
Arizona State Retirement System45,006
0.0% of portfolio›$3.2M
Candriam S.C.A.42,210
0.0% of portfolio›$3.0M
Xponance LLC42,054
0.0% of portfolio›$3.0M
State of Michigan Retirement System41,904
0.0% of portfolio›$3.0M
Inspire Investing, LLC40,265
0.1% of portfolio›$2.9M
UniSuper Management Pty Ltd40,206
0.0% of portfolio›$2.9M
PensionDanmark Pensionsforsikringsaktieselskab39,465
0.0% of portfolio›$2.8M
Yousif Capital Management, LLC38,515
0.0% of portfolio›$2.8M
AGF Management LTD37,662
0.0% of portfolio›$2.7M
Bokf, NA37,013
0.0% of portfolio›$2.7M
Knights of Columbus Asset Advisors LLC33,537
0.1% of portfolio›$2.4M
SEB Asset Management AB32,924
0.0% of portfolio›$2.4M
ProShare Advisors LLC32,376
0.0% of portfolio›$2.3M
Commonwealth Equity Services, LLC31,768
0.0% of portfolio›$2.3M
Rakuten Investment Management, Inc.29,789
0.0% of portfolio›$2.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.29,760
0.1% of portfolio›$2.1M
Amalgamated Bank28,596
0.0% of portfolio›$2.1K
OP Asset Management Ltd27,294
0.0% of portfolio›$2.0M
Assetmark, Inc26,802
0.0% of portfolio›$1.9M
Fideuram Asset Management (Ireland) dac26,548
0.0% of portfolio›$2.1M
ASR Vermogensbeheer N.V.23,229
0.0% of portfolio›$1.7M
Oregon Public Employees Retirement Fund20,513
0.0% of portfolio›$1.5M
Vanderbilt University19,625
0.2% of portfolio›$1.4M
Baker Ellis Asset Management LLC19,566
0.2% of portfolio›$1.4M
Grace & White Inc18,679
0.2% of portfolio›$1.3M
Nisa Investment Advisors, LLC18,326
0.0% of portfolio›$1.3M
West Paces Advisors Inc.17,635
0.2% of portfolio›$1.3M
Spirit of America Management Corp17,300
0.2% of portfolio›$1.2M
Mutual of America Capital Management LLC17,200
0.0% of portfolio›$1.2M
Oak Thistle LLC16,990
0.1% of portfolio›$1.2M
Moran Wealth Management, LLC16,081
0.0% of portfolio›$1.2M
Swiss Life Asset Management Ltd16,045
0.0% of portfolio›$1.2M
RIA Advisory Group LLC15,926
0.3% of portfolio›$1.1M
BI Asset Management Fondsmaeglerselskab A/S15,888
0.0% of portfolio›$1.1K
Y-Intercept (Hong Kong) Ltd15,222
0.0% of portfolio›$1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management15,086
0.0% of portfolio›$1.1M
Bdf-Gestion13,833
0.1% of portfolio›$994.3K
Chicago Partners Investment Group LLC13,458
0.0% of portfolio›$995.6K
Gulf International Bank (UK) Ltd13,274
0.0% of portfolio›$954
Truist Financial Corp12,568
0.0% of portfolio›$903.4K
Iron Financial LLC12,519
0.4% of portfolio›$899.8K
Tobam12,354
0.0% of portfolio›$888
Tectonic Advisors LLC12,029
0.0% of portfolio›$864.7K
B. Metzler seel. Sohn & Co. AG11,935
0.0% of portfolio›$857.9K
Aaron Wealth Advisors LLC10,999
0.0% of portfolio›$790.6K
CenterBook Partners LP10,777
0.0% of portfolio›$774.7K
ABN Amro Investment Solutions10,092
0.0% of portfolio›$725.4K
Certuity, LLC9,968
0.0% of portfolio›$716.5K
Probity Advisors, Inc.9,062
0.1% of portfolio›$651.4K
Pensionfund PDN9,000
0.4% of portfolio›$647
Hartford Investment Management Co8,808
0.0% of portfolio›$633.1K
Generali Asset Management SPA SGR8,720
0.0% of portfolio›$626.8K
Plato Investment Management Ltd8,635
0.0% of portfolio›$623.1K
BayBridge Capital Group, LLC8,597
0.3% of portfolio›$617.9K
Allspring Global Investments Holdings, LLC8,583
0.0% of portfolio›$616.2K
Crossmark Global Holdings, Inc.8,551
0.0% of portfolio›$614.6K
Louisiana State Employees Retirement System8,200
0.0% of portfolio›$589.4K
Evergreen Capital Management LLC8,093
0.0% of portfolio›$581.7K
HUB Investment Partners, LLC7,659
0.0% of portfolio›$550.5K
Signaturefd, LLC7,551
0.0% of portfolio›$542.8K
Tokio Marine Asset Management Co LTD7,531
0.0% of portfolio›$541.3K
Summit Global Investments7,418
0.0% of portfolio›$533
E. Ohman J:or Asset Management AB7,078
0.0% of portfolio›$508.8K
Kingdom Financial Group Llc.6,991
0.1% of portfolio›$502.5K
NorthCrest Asset Manangement, LLC6,538
0.0% of portfolio›$467.3K
Crestwood Advisors Group, LLC6,363
0.0% of portfolio›$457.4K
Kestra Advisory Services, LLC6,032
0.0% of portfolio›$433.6K
Assenagon Asset Management S.A.5,809
0.0% of portfolio›$417.6K
Parallel Advisors, LLC5,805
0.0% of portfolio›$417.2K
Ethic Inc.5,652
0.0% of portfolio›$406.2K
North Dakota State Investment Board5,584
0.0% of portfolio›$401.4K
TD Waterhouse Canada Inc.5,571
0.0% of portfolio›$400.1K
Wealthcare Capital Partners, LLC5,523
0.2% of portfolio›$397.0K
Pensionfund Sabic5,399
0.5% of portfolio›$388
Sterling Capital Management LLC5,261
0.0% of portfolio›$378.2K
Atria Investments, Inc5,244
0.0% of portfolio›$376.9K
V-Square Quantitative Management LLC5,201
0.0% of portfolio›$373.8K
Gamma Investing LLC5,174
0.0% of portfolio›$371.9K
Larson Financial Group LLC5,157
0.0% of portfolio›$370.7K
Brighton Jones LLC5,096
0.0% of portfolio›$366.3K
Telos Capital Management, Inc.5,038
0.0% of portfolio›$362.1K
Versant Capital Management, Inc4,604
0.0% of portfolio›$330.9K
TD Private Client Wealth LLC4,582
0.0% of portfolio›$329.4K
Elevation Point Wealth Partners, LLC4,457
0.0% of portfolio›$323.5K
Krilogy Financial LLC4,429
0.0% of portfolio›$317.6K
Diligent Investors, LLC4,351
0.1% of portfolio›$312.8K
Urban Wealth Management, LLC4,341
0.3% of portfolio›$312.0K
Praxis Investment Management Inc4,213
0.0% of portfolio›$303
Vise Technologies, Inc.4,183
0.0% of portfolio›$300.7K
Apollon Wealth Management, LLC4,125
0.0% of portfolio›$296.5K
Oslo Pensjonsforsikring AS4,105
0.0% of portfolio›$295.1K
Wedmont Private Capital3,733
0.0% of portfolio›$266.8K
Somerset Trust Co3,694
0.1% of portfolio›$265.5K
Legacy Wealth Asset Management, LLC3,662
0.1% of portfolio›$263.2K
M&G Plc3,656
0.0% of portfolio›$263.2K
StoneX Group Inc.3,549
0.0% of portfolio›$263.1K
HB Wealth Management, LLC3,532
0.0% of portfolio›$253.9K
AlphaCore Capital LLC3,528
0.0% of portfolio›$254.5K
CX Institutional3,423
0.0% of portfolio›$246
Choreo, LLC3,387
0.0% of portfolio›$246.0K
Greenleaf Trust3,335
0.0% of portfolio›$239.7K
Bailard, Inc.3,183
0.0% of portfolio›$228.8K
Lido Advisors, LLC3,119
0.0% of portfolio›$224.2K
Profund Advisors LLC3,097
0.0% of portfolio›$222.6K
Portfolio Design Labs, LLC3,033
0.0% of portfolio›$218.0K
Aprio Wealth Management, LLC3,025
0.0% of portfolio›$217.5K
Longboard Asset Management, LP2,803
5.4% of portfolio›$201.5K
Farther Finance Advisors, LLC2,256
0.0% of portfolio›$162.1K
Tema Etfs LLC2,213
0.0% of portfolio›$159.1K
GF Fund Management Co. Ltd.2,193
0.0% of portfolio›$157.6K
Caitong International Asset Management Co., Ltd1,978
0.0% of portfolio›$142.2K
Proathlete Wealth Management LLC1,824
0.0% of portfolio›$131.1K
Exchange Traded Concepts, LLC1,524
0.0% of portfolio›$109.5K
Bank Julius Baer & Co. Ltd, Zurich1,485
0.0% of portfolio›$106.7K
Pinnacle Wealth Planning Services, Inc.1,247
0.0% of portfolio›$89.6K
Essential Partners LLC1,189
0.0% of portfolio›$85.5K
Creative Financial Designs Inc1,121
0.0% of portfolio›$80.6K
Triumph Capital Management1,000
0.0% of portfolio›$71.9K
Contravisory Investment Management, Inc.944
0.0% of portfolio›$67.9K
Livforsakringsbolaget Skandia, Omsesidigt808
0.0% of portfolio›$58.1K
SJS Investment Consulting Inc.726
0.0% of portfolio›$52.2K
EverSource Wealth Advisors, LLC712
0.0% of portfolio›$51.2K
Cromwell Holdings LLC588
0.0% of portfolio›$42.7K
Elevation Wealth Partners, LLC539
0.0% of portfolio›$38.7K
Financial Consulate, Inc526
0.0% of portfolio›$37.8K
Root Financial Partners, LLC493
0.0% of portfolio›$35.4K
True Wealth Design, LLC481
0.0% of portfolio›$34.6K
Parkside Financial Bank & Trust477
0.0% of portfolio›$34.3K
Elyxium Wealth, LLC443
0.0% of portfolio›$31.8K
Mather Group, Llc.423
0.0% of portfolio›$30.4K
Covestor Ltd418
0.0% of portfolio›$30
Spire Wealth Management352
0.0% of portfolio›$25.3K
Private Trust Co NA302
0.0% of portfolio›$21.7K
Pension & Wealth Management Advisors, Inc.282
0.0% of portfolio›$20.3K
Alpine Bank Wealth Management279
0.0% of portfolio›$20.1K
Next Level Wealth Planning, LLC212
0.0% of portfolio›$15.2K
Dynamic Wealth Strategies, LLC201
0.0% of portfolio›$14.4K
GoalVest Advisory LLC194
0.0% of portfolio›$13.9K
MassMutual Private Wealth & Trust, FSB194
0.0% of portfolio›$13.9K
Bayforest Capital Ltd176
0.0% of portfolio›$12.7K
Bell Investment Advisors, Inc156
0.0% of portfolio›$11.2K
Harbor Investment Advisory, LLC153
0.0% of portfolio›$11.0K
Blue Trust, Inc.146
0.0% of portfolio›$10.5K
Capital Advisors, Ltd. LLC134
0.0% of portfolio›$10
MJT & Associates Financial Advisory Group, Inc.133
0.0% of portfolio›$9.6K
Owl Creek Wealth Partners LLC132
0.0% of portfolio›$9.5K
Armstrong Advisory Group, Inc113
0.0% of portfolio›$8.1K
Activest Wealth Management112
0.0% of portfolio›$8.1K
Farmers & Merchants Investments Inc111
0.0% of portfolio›$8.0K
Grove Bank & Trust111
0.0% of portfolio›$8.0K
IFP Advisors, Inc107
0.0% of portfolio›$7.7K
Essential Investment Partners LLC100
0.0% of portfolio›$7.2K
USA Financial Formulas85
0.0% of portfolio›$6.1K
Markowski Investments81
0.0% of portfolio›$5.8K
Fairman Group, LLC76
0.0% of portfolio›$5.5K
UMB Private Wealth Management, LLC76
0.0% of portfolio›$5.5K
Birch Financial Group, LLC74
0.0% of portfolio›$5.3K
Manchester Capital Management LLC68
0.0% of portfolio›$4.9K
Jnba Financial Advisors60
0.0% of portfolio›$4.3K
POM Investment Strategies, LLC57
0.0% of portfolio›$4.1K
DT Investment Partners, LLC54
0.0% of portfolio›$3.9K
Physician Wealth Advisors, Inc.51
0.0% of portfolio›$3.7K
Financial Management Professionals, Inc.50
0.0% of portfolio›$3.6K
Aspect Partners, LLC48
0.0% of portfolio›$3.5K
Ascentis Independent Advisors47
0.0% of portfolio›$3.4K
Silver Grove Financial Group, Inc.39
0.0% of portfolio›$2.8K
Avion Wealth39
0.0% of portfolio›$2
Salomon & Ludwin, LLC32
0.0% of portfolio›$2.3K
Fortitude Family Office, LLC30
0.0% of portfolio›$2.2K
Provenance Wealth Advisors, LLC29
0.0% of portfolio›$2.1K
Ares Financial Consulting, LLC27
0.0% of portfolio›$1.9K
Burk Holdings LLC26
0.0% of portfolio›$1.9K
Trust Co of Vermont25
0.0% of portfolio›$1.8K
IMG Wealth Management, Inc.24
0.0% of portfolio›$1.7K
Rossby Financial, LCC23
0.0% of portfolio›$1.7K
Meriwether Wealth & Planning, LLC21
0.0% of portfolio›$1.5K
Clark Wealth Partners21
0.0% of portfolio›$1.5K
Highline Wealth Partners LLC19
0.0% of portfolio›$1.3K
CoreCap Advisors, LLC16
0.0% of portfolio›$1.2K
Private Wealth Management Group, LLC15
0.0% of portfolio›$1.1K
Bare Financial Services, Inc13
0.0% of portfolio›$934
Planning Strategies Inc.12
0.0% of portfolio›$863
Sunrise Financial Services, LLC12
0.0% of portfolio›$863
Lanark Financial, Inc.12
0.0% of portfolio›$863
Arlington Trust Co LLC11
0.0% of portfolio›$791
MV Capital Management, Inc.11
0.0% of portfolio›$791
Downshift Financial, LLC7
0.0% of portfolio›$503
Thurston, Springer, Miller, Herd & Titak, Inc.6
0.0% of portfolio›$431
Hughes Financial Services, LLC6
0.0% of portfolio›$450
Signature Equity Partners, LLC6
0.0% of portfolio›$431
Ashurst Perkins Coie Trust Co6
0.0% of portfolio›$431
Albion Financial Group5
0.0% of portfolio›$354
Acumen Wealth Advisors, LLC3
0.0% of portfolio›$216
James T. Borello RIA2
0.0% of portfolio›$144
Balance Wealth Partners LLC2
0.0% of portfolio›$125
Maseco LLP2
0.0% of portfolio›$144
American Capital Advisory, LLC1
0.0% of portfolio›$72
TFC Financial Management, Inc.1
0.0% of portfolio›$72
StyleTurnoverLocationFiled
Principal Financial Group Inc
7,704,542$553.8M0.3%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
2,666,587$191.7M0.0%IndexLowAustin, TX2026-11-04
Robeco Institutional Asset Management B.V.
1,049,024$75.4M0.1%CoreMediumRotterdam, Philippines2026-10-20
Sumitomo Mitsui Trust Group, Inc.
695,453$50.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
586,521$42.2M0.0%IndexVery LowTokyo, Mexico2026-11-05
Creative Planning
444,396$31.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
405,774$29.2M0.0%CoreMediumNew York, NY2026-11-04
Asset Management One Co., Ltd.
350,944$25.2M0.1%IndexVery LowTokyo, Mexico2026-10-27
Arbejdsmarkedets Tillaegspension
339,200$24.4M0.6%ValueHighHilleroed, Greece2026-10-30
Daiwa Securities Group Inc.
324,628$23.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Miller Howard Investments Inc
300,043$21.6M0.6%YieldMediumKingston, NY2026-10-26
Pacific Heights Asset Management LLC
300,000$21.6M0.7%CoreVery LowSan Francisco, CA2026-11-03
Strs Ohio
255,806$18.4M0.1%CoreMediumColumbus, OH2026-10-30
KBC Group NV
238,092$17.1K0.0%CoreMediumBrussels, Czech Republic2026-10-22
CIBC Asset Management Inc
225,753$16.2M0.0%GARPLowToronto, South Africa2026-11-05
Achmea Investment Management B.V.
196,478$14.1M0.1%CoreMediumZeist, Philippines2026-10-30
Cullen T Bankers, Inc.
187,161$13.5M0.1%GrowthLowSan Antonio, TX2026-10-28
Swedbank AB
173,144$12.4M0.0%GrowthLowStockholm, Sweden2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
172,280$12.4M0.1%CoreLowHarrisburg, PA2026-11-03
State of New Jersey Common Pension Fund D
163,989$11.8M0.0%CoreLowTrenton, NJ2026-11-05
Virginia Retirement Systems ET Al
158,445$11.4M0.1%CoreMediumRichmond, VA2026-10-28
Baldwin Wealth Partners LLC
145,570$10.5M0.7%GrowthLowMarion, MA2026-10-13
New York State Teachers Retirement System
139,123$10.0K0.0%CoreVery LowAlbany, NY2026-10-22
Retirement Systems of Alabama
126,199$9.1M0.0%IndexLowMontgomery, AL2026-11-04
MacKenzie Financial Corp
110,455$7.9M0.0%CoreMediumToronto Ontario, Australia2026-11-02
State of Alaska, Department of Revenue
107,256$7.7K0.0%CoreVery LowJuneau, AK2026-10-15
DekaBank Deutsche Girozentrale
106,748$7.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Fjarde Ap-Fonden TH Swedish National Pension Fund
94,858$6.8M0.0%GrowthLowStockholm, Sweden2026-10-15
Calamos Advisors LLC
90,514$6.5M0.0%GrowthMediumNaperville, IL2026-11-02
Vert Asset Management LLC
84,494$6.1M1.8%YieldLowSausalito, CA2026-10-28
IFM Investors Pty Ltd
75,166$5.4M0.0%IndexVery LowMelbourne, China2026-10-14
TrustWell Financial Advisors, LLC
73,785$5.3M4.5%ETFMediumJacksonville, FL2026-10-15
Neos Investment Management LLC
68,567$4.9M0.0%IndexVery LowWestport, CT2026-11-04
Pictet Asset Management Holding SA
68,535$4.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
65,243$4.7M0.0%IndexVery LowTokyo, Mexico2026-10-20
Azzad Asset Management Inc
57,957$4.2M0.4%GrowthMediumFalls Church, VA2026-11-04
Wolverine Asset Management LLC
51,595$3.7M0.0%Deep ValueVery HighChicago, IL2026-11-02
Wealth Enhancement Advisory Services, LLC
50,726$3.2M0.0%CoreLowPlymouth, MN2026-10-13
New York Life Investment Management LLC
48,047$3.5M0.0%GrowthLowNew York, NY2026-11-04
Czech National Bank
47,880$3.4M0.0%IndexVery LowPrague, Bahrain2026-10-13
Mirae Asset Global Investments Co., Ltd.
47,532$3.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Arizona State Retirement System
45,006$3.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Candriam S.C.A.
42,210$3.0M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Xponance LLC
42,054$3.0M0.0%IndexVery LowPhiladelphia, PA2026-11-03
State of Michigan Retirement System
41,904$3.0M0.0%IndexLowEast Lansing, MI2026-10-27
Inspire Investing, LLC
40,265$2.9M0.1%GARPHighMeridian, ID2026-10-22
UniSuper Management Pty Ltd
40,206$2.9M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
PensionDanmark Pensionsforsikringsaktieselskab
39,465$2.8M0.0%IndexLowCopenhagen O, Greece2026-10-19
Yousif Capital Management, LLC
38,515$2.8M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
AGF Management LTD
37,662$2.7M0.0%GrowthHighToronto, Australia2026-11-03
Bokf, NA
37,013$2.7M0.0%CoreLowTulsa, OK2026-10-27
Knights of Columbus Asset Advisors LLC
33,537$2.4M0.1%CoreMediumNew Haven, CT2026-11-05
SEB Asset Management AB
32,924$2.4M0.0%CoreN/AStockholm, Sweden2026-11-04
ProShare Advisors LLC
32,376$2.3M0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
31,768$2.3M0.0%ETFLowWaltham, MA2026-11-02
Rakuten Investment Management, Inc.
29,789$2.2M0.0%ETFMediumTokyo, Mexico2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
29,760$2.1M0.1%CoreHighTurin, Latvia2026-10-22
Amalgamated Bank
28,596$2.1K0.0%CoreVery LowNew York, NY2026-10-23
OP Asset Management Ltd
27,294$2.0M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Assetmark, Inc
26,802$1.9M0.0%ETFLowConcord, CA2026-10-21
Fideuram Asset Management (Ireland) dac
26,548$2.1M0.0%CoreHighDublin 1, Lithuania2026-10-29
ASR Vermogensbeheer N.V.
23,229$1.7M0.0%CoreLowUtrecht, Philippines2026-10-16
Oregon Public Employees Retirement Fund
20,513$1.5M0.0%IndexVery LowTigard, OR2026-10-30
Vanderbilt University
19,625$1.4M0.2%ETFMediumNashville, TN2026-11-02
Baker Ellis Asset Management LLC
19,566$1.4M0.2%GARPVery LowVancouver, WA2026-10-14
Grace & White Inc
18,679$1.3M0.2%Deep ValueVery LowNy, NY2026-10-23
Nisa Investment Advisors, LLC
18,326$1.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
West Paces Advisors Inc.
17,635$1.3M0.2%ETFLowAtlanta, GA2026-10-13
Spirit of America Management Corp
17,300$1.2M0.2%GARPLowSyosset, NY2026-10-14
Mutual of America Capital Management LLC
17,200$1.2M0.0%IndexLowNew York, NY2026-10-23
Oak Thistle LLC
16,990$1.2M0.1%ValueVery HighNew York, NY2026-10-21
Moran Wealth Management, LLC
16,081$1.2M0.0%CoreMediumNaples, FL2026-10-22
Swiss Life Asset Management Ltd
16,045$1.2M0.0%CoreLowZurich, Switzerland2026-11-03
RIA Advisory Group LLC
15,926$1.1M0.3%ETFHighSioux Falls, SD2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
15,888$1.1K0.0%CoreMediumKobenhavn, Greece2026-10-22
Y-Intercept (Hong Kong) Ltd
15,222$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
15,086$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Bdf-Gestion
13,833$994.3K0.1%GrowthMediumParis, India2026-10-19
Chicago Partners Investment Group LLC
13,458$995.6K0.0%GARPLowChicago, IL2026-10-27
Gulf International Bank (UK) Ltd
13,274$9540.0%CoreVery LowLondon, United Kingdom2026-10-20
Truist Financial Corp
12,568$903.4K0.0%CoreLowCharlotte, NC2026-10-30
Iron Financial LLC
12,519$899.8K0.4%ETFLowNorthbrook, IL2026-10-23
Tobam
12,354$8880.0%ValueHighParis, India2026-11-03
Tectonic Advisors LLC
12,029$864.7K0.0%YieldLowFrisco, TX2026-10-22
B. Metzler seel. Sohn & Co. AG
11,935$857.9K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Aaron Wealth Advisors LLC
10,999$790.6K0.0%GrowthMediumChicago, IL2026-10-13
CenterBook Partners LP
10,777$774.7K0.0%ValueVery HighGreenwich, CT2026-11-02
ABN Amro Investment Solutions
10,092$725.4K0.0%GrowthLowParis Cedex 008, India2026-10-21
Certuity, LLC
9,968$716.5K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Probity Advisors, Inc.
9,062$651.4K0.1%ETFLowDallas, TX2026-10-23
Pensionfund PDN
9,000$6470.4%YieldVery LowSittard, Philippines2026-10-05
Hartford Investment Management Co
8,808$633.1K0.0%IndexVery LowHartford, CT2026-11-04
Generali Asset Management SPA SGR
8,720$626.8K0.0%CoreLowTrieste, Latvia2026-10-26
Plato Investment Management Ltd
8,635$623.1K0.0%CoreLowSydney, China2026-11-05
BayBridge Capital Group, LLC
8,597$617.9K0.3%GARPMediumLivermore, CA2026-10-13
Allspring Global Investments Holdings, LLC
8,583$616.2K0.0%CoreMediumCharlotte, NC2026-11-04
Crossmark Global Holdings, Inc.
8,551$614.6K0.0%GARPMediumHouston, TX2026-10-21
Louisiana State Employees Retirement System
8,200$589.4K0.0%IndexLowBaton Rouge, LA2026-10-20
Evergreen Capital Management LLC
8,093$581.7K0.0%GARPMediumBellevue, WA2026-10-23
HUB Investment Partners, LLC
7,659$550.5K0.0%GrowthLowAustin, TX2026-11-03
Signaturefd, LLC
7,551$542.8K0.0%IndexLowAtlanta, GA2026-10-23
Tokio Marine Asset Management Co LTD
7,531$541.3K0.0%GrowthLowTokyo, Mexico2026-10-26
Summit Global Investments
7,418$5330.0%CoreMediumBountiful, UT2026-10-28
E. Ohman J:or Asset Management AB
7,078$508.8K0.0%GrowthMediumStockholm, Sweden2026-10-22
Kingdom Financial Group Llc.
6,991$502.5K0.1%ETFMediumPeoria, AZ2026-11-04
NorthCrest Asset Manangement, LLC
6,538$467.3K0.0%GrowthLowPlymouth, MN2026-10-13
Crestwood Advisors Group, LLC
6,363$457.4K0.0%GrowthLowBoston, MA2026-10-27
Kestra Advisory Services, LLC
6,032$433.6K0.0%CoreLowAustin, TX2026-11-02
Assenagon Asset Management S.A.
5,809$417.6K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Parallel Advisors, LLC
5,805$417.2K0.0%IndexLowSan Francisco, CA2026-11-03
Ethic Inc.
5,652$406.2K0.0%CoreLowNew York, NY2026-11-03
North Dakota State Investment Board
5,584$401.4K0.0%GrowthMediumBismarck, ND2026-10-27
TD Waterhouse Canada Inc.
5,571$400.1K0.0%CoreLowToronto, Australia2026-10-16
Wealthcare Capital Partners, LLC
5,523$397.0K0.2%ETFLowWest Chester, PA2026-10-21
Pensionfund Sabic
5,399$3880.5%YieldVery LowSittard, Philippines2026-10-05
Sterling Capital Management LLC
5,261$378.2K0.0%GARPMediumCharlotte, NC2026-10-22
Atria Investments, Inc
5,244$376.9K0.0%CoreMediumCharlotte, NC2026-10-15
V-Square Quantitative Management LLC
5,201$373.8K0.0%CoreLowChicago, IL2026-10-15
Gamma Investing LLC
5,174$371.9K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
5,157$370.7K0.0%GrowthLowSt Louis, MO2026-11-05
Brighton Jones LLC
5,096$366.3K0.0%CoreVery LowSeattle, WA2026-11-03
Telos Capital Management, Inc.
5,038$362.1K0.0%CoreLowSan Diego, CA2026-11-02
Versant Capital Management, Inc
4,604$330.9K0.0%GARPLowPhoenix, AZ2026-10-02
TD Private Client Wealth LLC
4,582$329.4K0.0%ETFLowNew York, NY2026-10-28
Elevation Point Wealth Partners, LLC
4,457$323.5K0.0%CoreHighDenver, CO2026-11-05
Krilogy Financial LLC
4,429$317.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Diligent Investors, LLC
4,351$312.8K0.1%CoreLowRedlands, CA2026-10-21
Urban Wealth Management, LLC
4,341$312.0K0.3%GrowthMediumLakewood, CA2026-10-21
Praxis Investment Management Inc
4,213$3030.0%CoreLowGoshen, IN2026-11-03
Vise Technologies, Inc.
4,183$300.7K0.0%IndexLowNew York, NY2026-10-29
Apollon Wealth Management, LLC
4,125$296.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Oslo Pensjonsforsikring AS
4,105$295.1K0.0%ValueLowOslo, Norway2026-10-15
Wedmont Private Capital
3,733$266.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Somerset Trust Co
3,694$265.5K0.1%CoreVery LowSomerset, PA2026-10-13
Legacy Wealth Asset Management, LLC
3,662$263.2K0.1%GARPMediumWoodbury, MN2026-10-09
M&G Plc
3,656$263.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
StoneX Group Inc.
3,549$263.1K0.0%ETFMediumNew York, NY2026-11-03
HB Wealth Management, LLC
3,532$253.9K0.0%IndexVery LowAtlanta, GA2026-10-23
AlphaCore Capital LLC
3,528$254.5K0.0%ETFLowLa Jolla, CA2026-11-04
CX Institutional
3,423$2460.0%CoreMediumAuburn, IN2026-10-02
Choreo, LLC
3,387$246.0K0.0%IndexLowRockford, IL2026-10-28
Greenleaf Trust
3,335$239.7K0.0%CoreLowKalamazoo, MI2026-10-29
Bailard, Inc.
3,183$228.8K0.0%GrowthMediumFoster City, CA2026-10-13
Lido Advisors, LLC
3,119$224.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Profund Advisors LLC
3,097$222.6K0.0%GrowthLowBethesda, MD2026-10-29
Portfolio Design Labs, LLC
3,033$218.0K0.0%GrowthMediumEncino, CA2026-11-04
Aprio Wealth Management, LLC
3,025$217.5K0.0%ETFMediumAtlanta, GA2026-10-28
Longboard Asset Management, LP
2,803$201.5K5.4%YieldHighPhoenix, AZ2026-10-15
Farther Finance Advisors, LLC
2,256$162.1K0.0%IndexLowSan Francisco, CA2026-10-08
Tema Etfs LLC
2,213$159.1K0.0%GrowthMediumNew York, NY2026-10-16
GF Fund Management Co. Ltd.
2,193$157.6K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Caitong International Asset Management Co., Ltd
1,978$142.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Proathlete Wealth Management LLC
1,824$131.1K0.0%ETFVery LowBoca Raton, FL2026-10-15
Exchange Traded Concepts, LLC
1,524$109.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
1,485$106.7K0.0%GrowthMediumZurich, Switzerland2026-10-29
Pinnacle Wealth Planning Services, Inc.
1,247$89.6K0.0%GARPLowMansfield, OH2026-10-27
Essential Partners LLC
1,189$85.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Creative Financial Designs Inc
1,121$80.6K0.0%ETFMediumKokomo, IN2026-11-04
Triumph Capital Management
1,000$71.9K0.0%ETFMediumDenver, CO2026-10-14
Contravisory Investment Management, Inc.
944$67.9K0.0%MomentumHighNorwell, MA2026-10-13
Livforsakringsbolaget Skandia, Omsesidigt
808$58.1K0.0%GrowthMediumStockholm, Sweden2026-10-21
SJS Investment Consulting Inc.
726$52.2K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
712$51.2K0.0%CoreMediumBirmingham, AL2026-11-04
Cromwell Holdings LLC
588$42.7K0.0%IndexLowJackson, WY2026-10-28
Elevation Wealth Partners, LLC
539$38.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Financial Consulate, Inc
526$37.8K0.0%ETFLowHunt Valley, MD2026-10-23
Root Financial Partners, LLC
493$35.4K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
481$34.6K0.0%ETFMediumAkron, OH2026-10-13
Parkside Financial Bank & Trust
477$34.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elyxium Wealth, LLC
443$31.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Mather Group, Llc.
423$30.4K0.0%ETFMediumChicago, IL2026-10-14
Covestor Ltd
418$300.0%ValueHighLondon, United Kingdom2026-10-30
Spire Wealth Management
352$25.3K0.0%GrowthMediumMclean, VA2026-10-30
Private Trust Co NA
302$21.7K0.0%CoreLowCleveland, OH2026-10-20
Pension & Wealth Management Advisors, Inc.
282$20.3K0.0%ETFLowWaltham, MA2026-10-16
Alpine Bank Wealth Management
279$20.1K0.0%ETFHighGrand Junction, CO2026-10-16
Next Level Wealth Planning, LLC
212$15.2K0.0%ETFVery LowMeridian, ID2026-10-29
Dynamic Wealth Strategies, LLC
201$14.4K0.0%ETFLowGranite Bay, CA2026-10-16
GoalVest Advisory LLC
194$13.9K0.0%ETFMediumNew York, NY2026-10-02
MassMutual Private Wealth & Trust, FSB
194$13.9K0.0%CoreLowSpringfield, MA2026-10-05
Bayforest Capital Ltd
176$12.7K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Bell Investment Advisors, Inc
156$11.2K0.0%ETFVery LowOrinda, CA2026-10-29
Harbor Investment Advisory, LLC
153$11.0K0.0%GrowthLowLutherville, MD2026-10-13
Blue Trust, Inc.
146$10.5K0.0%ETFLowBrentwood, TN2026-10-15
Capital Advisors, Ltd. LLC
134$100.0%ETFLowShaker Heights, OH2026-10-27
MJT & Associates Financial Advisory Group, Inc.
133$9.6K0.0%ETFLowMontevideo, MN2026-10-07
Owl Creek Wealth Partners LLC
132$9.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Armstrong Advisory Group, Inc
113$8.1K0.0%ETFHighNeedham, MA2026-10-09
Activest Wealth Management
112$8.1K0.0%ETFLowAventura, FL2026-10-15
Farmers & Merchants Investments Inc
111$8.0K0.0%CoreVery LowLincoln, NE2026-10-22
Grove Bank & Trust
111$8.0K0.0%ETFLowMiami, FL2026-10-08
IFP Advisors, Inc
107$7.7K0.0%GrowthLowTampa, FL2026-10-16
Essential Investment Partners LLC
100$7.2K0.0%GrowthLowEnglewood, CO2026-10-27
USA Financial Formulas
85$6.1K0.0%ETFVery HighAda, MI2026-10-16
Markowski Investments
81$5.8K0.0%ETFN/ATampa, FL2026-10-30
Fairman Group, LLC
76$5.5K0.0%ETFLowChesterbrook, PA2026-10-26
UMB Private Wealth Management, LLC
76$5.5K0.0%GrowthN/AKansas City, MO2026-10-19
Birch Financial Group, LLC
74$5.3K0.0%CoreLowKeene, NH2026-10-27
Manchester Capital Management LLC
68$4.9K0.0%CoreLowManchester, VT2026-10-22
Jnba Financial Advisors
60$4.3K0.0%ETFMediumBloomington, MN2026-11-03
POM Investment Strategies, LLC
57$4.1K0.0%ETFVery HighRaleigh, NC2026-10-20
DT Investment Partners, LLC
54$3.9K0.0%ETFVery LowChadds Ford, PA2026-10-27
Physician Wealth Advisors, Inc.
51$3.7K0.0%ETFMediumMidvale, UT2026-10-20
Financial Management Professionals, Inc.
50$3.6K0.0%ETFMediumAustin, TX2026-10-23
Aspect Partners, LLC
48$3.5K0.0%ETFMediumFairfax, VA2026-10-20
Ascentis Independent Advisors
47$3.4K0.0%ETFLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
39$2.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Avion Wealth
39$20.0%ETFLowThe Woodlands, TX2026-11-04
Salomon & Ludwin, LLC
32$2.3K0.0%ETFVery LowRichmond, VA2026-10-29
Fortitude Family Office, LLC
30$2.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
29$2.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ares Financial Consulting, LLC
27$1.9K0.0%CoreLowCalabasas, CA2026-10-19
Burk Holdings LLC
26$1.9K0.0%ETFVery LowTulsa, OK2026-11-05
Trust Co of Vermont
25$1.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
IMG Wealth Management, Inc.
24$1.7K0.0%ETFMediumJacksonville, FL2026-10-27
Rossby Financial, LCC
23$1.7K0.0%ETFMediumMelbourne, FL2026-11-05
Meriwether Wealth & Planning, LLC
21$1.5K0.0%ETFMediumMinden, LA2026-10-13
Clark Wealth Partners
21$1.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
Highline Wealth Partners LLC
19$1.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
CoreCap Advisors, LLC
16$1.2K0.0%ETFMediumSouthfield, MI2026-10-08
Private Wealth Management Group, LLC
15$1.1K0.0%ETFLowPrinceton, NJ2026-10-19
Bare Financial Services, Inc
13$9340.0%ETFVery LowGap, PA2026-11-04
Planning Strategies Inc.
12$8630.0%ETFN/ALancaster, PA2026-10-02
Sunrise Financial Services, LLC
12$8630.0%ETFMediumBurien, WA2026-10-21
Lanark Financial, Inc.
12$8630.0%CoreMediumBirmingham, AL2026-10-26
Arlington Trust Co LLC
11$7910.0%ETFMediumBirmingham, AL2026-10-20
MV Capital Management, Inc.
11$7910.0%ETFLowBethesda, MD2026-10-29
Downshift Financial, LLC
7$5030.0%ETFLowBoulder, CO2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
6$4310.0%GrowthMediumIndianapolis, IN2026-10-14
Hughes Financial Services, LLC
6$4500.0%ETFLowHerndon, VA2026-10-30
Signature Equity Partners, LLC
6$4310.0%GrowthMediumColumbus, OH2026-10-29
Ashurst Perkins Coie Trust Co
6$4310.0%CoreVery LowSeattle, WA2026-10-15
Albion Financial Group
5$3540.0%GrowthLowSalt Lake City, UT2026-10-21
Acumen Wealth Advisors, LLC
3$2160.0%GrowthHighChattanooga, TN2026-11-05
James T. Borello RIA
2$1440.0%ETFVery LowEast Dundee, IL2026-10-16
Balance Wealth Partners LLC
2$1250.0%ETFMediumWorthington, OH2026-10-27
Maseco LLP
2$1440.0%ETFVery LowLondon, United Kingdom2026-10-27
American Capital Advisory, LLC
1$720.0%ETFLowKetchum, ID2026-10-28
TFC Financial Management, Inc.
1$720.0%ETFVery LowBoston, MA2026-10-26