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UDR Inc (UDR)

CUSIP: 902653104 | NYSE | Real Estate · REIT - Residential | Large Cap | 1577 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/ACohen & Steers, Inc.
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
15,484,6274.8%UnchangedJun 30, 2026No 13F filer matched
13G/ACohen & Steers, Inc.15,484,627
4.8% of class · Jun 30, 2026Unchanged
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,703,606
0.0% of portfolio›$157.8M
Bank of New York Mellon Corp2,199,259
0.0% of portfolio›$73.8M
Sumitomo Mitsui Trust Group, Inc.1,398,785
0.0% of portfolio›$46.9M
Daiwa Securities Group Inc.1,303,686
0.1% of portfolio›$43.7M
Arbejdsmarkedets Tillaegspension719,600
0.6% of portfolio›$24.1M
Mitsubishi UFJ Asset Management Co., Ltd.677,646
0.0% of portfolio›$22.7M
Asset Management One Co., Ltd.516,988
0.0% of portfolio›$17.3M
Citigroup Inc514,270
0.0% of portfolio›$17.3M
Principal Financial Group Inc467,392
0.0% of portfolio›$15.7M
Strs Ohio451,498
0.1% of portfolio›$15.1M
Pacific Heights Asset Management LLC400,000
0.4% of portfolio›$13.4M
State of New Jersey Common Pension Fund D341,382
0.0% of portfolio›$11.5M
New York State Teachers Retirement System325,024
0.0% of portfolio›$10.9K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS302,817
0.0% of portfolio›$10.2M
Exchange Traded Concepts, LLC255,175
0.0% of portfolio›$8.6M
Evergreen Capital Management LLC222,990
0.1% of portfolio›$7.5M
Retirement Systems of Alabama221,399
0.0% of portfolio›$7.4M
Creative Planning215,089
0.0% of portfolio›$7.2M
State of Alaska, Department of Revenue188,554
0.0% of portfolio›$6.3K
DekaBank Deutsche Girozentrale181,423
0.0% of portfolio›$6.1K
Advocate Group LLC147,616
0.8% of portfolio›$5.0M
Vert Asset Management LLC146,618
1.5% of portfolio›$4.9M
Calamos Advisors LLC140,819
0.0% of portfolio›$4.7M
Neos Investment Management LLC133,709
0.0% of portfolio›$4.5M
Sky Investment Group LLC128,870
0.5% of portfolio›$4.3M
Wealth Enhancement Advisory Services, LLC119,474
0.0% of portfolio›$3.6M
Intact Investment Management Inc.108,400
0.1% of portfolio›$3.6M
Y-Intercept (Hong Kong) Ltd107,226
0.1% of portfolio›$3.6M
ProShare Advisors LLC96,588
0.0% of portfolio›$3.2M
Thrivent Financial for Lutherans86,034
0.0% of portfolio›$2.9K
New York Life Investment Management LLC84,514
0.0% of portfolio›$2.8M
Czech National Bank83,999
0.0% of portfolio›$2.8M
Arizona State Retirement System82,370
0.0% of portfolio›$2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd82,250
0.0% of portfolio›$2.8M
MacKenzie Financial Corp79,071
0.0% of portfolio›$2.7M
Mirae Asset Global Investments Co., Ltd.76,092
0.0% of portfolio›$2.6M
AGF Management LTD74,930
0.0% of portfolio›$2.5M
State of Michigan Retirement System73,445
0.0% of portfolio›$2.5M
Inspire Investing, LLC70,644
0.1% of portfolio›$2.4M
Consolidated Investment Group LLC70,100
0.2% of portfolio›$2.4M
CIBC Asset Management Inc65,363
0.0% of portfolio›$2.2M
Yousif Capital Management, LLC64,864
0.0% of portfolio›$2.2M
IFM Investors Pty Ltd64,695
0.0% of portfolio›$2.2M
Sterling Capital Management LLC64,299
0.0% of portfolio›$2.2M
Wolverine Asset Management LLC63,632
0.0% of portfolio›$2.1M
UniSuper Management Pty Ltd60,339
0.0% of portfolio›$2.0M
Commonwealth Equity Services, LLC58,196
0.0% of portfolio›$2.0M
Pictet Asset Management Holding SA57,014
0.0% of portfolio›$1.9M
Lecap Asset Management LTD56,260
0.9% of portfolio›$1.9M
Inspire Trust Co, N.A.55,000
0.2% of portfolio›$1.8M
Gateway Investment Advisers LLC54,630
0.0% of portfolio›$1.8M
Achmea Investment Management B.V.51,944
0.0% of portfolio›$1.7M
Amalgamated Bank50,108
0.0% of portfolio›$1.7K
Knights of Columbus Asset Advisors LLC47,538
0.1% of portfolio›$1.6M
Telos Capital Management, Inc.45,585
0.1% of portfolio›$1.5M
Xponance LLC44,775
0.0% of portfolio›$1.5M
iA Global Asset Management Inc.43,756
0.0% of portfolio›$1.5K
HB Wealth Management, LLC43,015
0.0% of portfolio›$1.4M
Oak Thistle LLC42,262
0.1% of portfolio›$1.4M
Pensionfund PDN39,605
0.8% of portfolio›$1.3K
Oregon Public Employees Retirement Fund35,971
0.0% of portfolio›$1.2M
Rakuten Investment Management, Inc.33,465
0.0% of portfolio›$1.1M
Mutual of America Capital Management LLC30,188
0.0% of portfolio›$1.0M
Krilogy Financial LLC27,700
0.0% of portfolio›$942.4K
Chicago Partners Investment Group LLC26,083
0.0% of portfolio›$934.8K
First Citizens Bank & Trust Co23,360
0.0% of portfolio›$783.7K
Davenport & Co LLC21,967
0.0% of portfolio›$737.0K
Allspring Global Investments Holdings, LLC21,634
0.0% of portfolio›$728.6K
Nisa Investment Advisors, LLC21,538
0.0% of portfolio›$722.6K
Pensionfund Sabic20,888
0.8% of portfolio›$701
111 Capital20,455
0.1% of portfolio›$686.3K
AlphaCore Capital LLC20,069
0.0% of portfolio›$673.3K
Virginia Retirement Systems ET Al19,700
0.0% of portfolio›$660.9K
MBL Wealth, LLC19,116
0.0% of portfolio›$641.3K
Swiss Life Asset Management Ltd18,568
0.0% of portfolio›$623.0K
BI Asset Management Fondsmaeglerselskab A/S18,112
0.0% of portfolio›$608
CenterBook Partners LP17,165
0.0% of portfolio›$575.9K
Atria Investments, Inc16,887
0.0% of portfolio›$566.6K
Brighton Jones LLC16,453
0.0% of portfolio›$552.0K
Kestra Advisory Services, LLC16,306
0.0% of portfolio›$547.1K
Hartford Investment Management Co15,942
0.0% of portfolio›$534.9K
Spirit of America Management Corp15,350
0.1% of portfolio›$515.0K
Kingswood Wealth Advisors, LLC14,768
0.0% of portfolio›$495.5K
Keybank National Association14,558
0.0% of portfolio›$488.4K
Louisiana State Employees Retirement System14,400
0.0% of portfolio›$483.1K
Crossmark Global Holdings, Inc.14,328
0.0% of portfolio›$480.7K
Curated Wealth Partners LLC13,703
0.0% of portfolio›$459.7K
SteelPeak Wealth, LLC13,650
0.0% of portfolio›$458.0K
Cambridge Investment Research Advisors, Inc.13,424
0.0% of portfolio›$450
SEB Asset Management AB13,416
0.0% of portfolio›$450.1K
NorthCrest Asset Manangement, LLC12,857
0.0% of portfolio›$431.6K
Paller Financial Services Inc12,470
0.3% of portfolio›$418.4K
Hummer Financial Advisory Services Inc11,722
0.3% of portfolio›$393.3K
State of Wyoming11,365
0.0% of portfolio›$381.3K
Gamma Investing LLC11,135
0.0% of portfolio›$373.6K
Aurora Investment Managers, Llc.11,132
0.0% of portfolio›$373
Abel Hall, LLC10,477
0.1% of portfolio›$351.5K
Apollon Wealth Management, LLC10,404
0.0% of portfolio›$349.0K
KBC Group NV10,177
0.0% of portfolio›$341
Lido Advisors, LLC10,059
0.0% of portfolio›$337.5K
Ackerman Capital Advisors, LLC10,050
0.1% of portfolio›$337.2K
Folger Nolan Fleming Douglas Capital Management, Inc9,917
0.0% of portfolio›$332.7K
North Dakota State Investment Board9,895
0.0% of portfolio›$332.0K
V-Square Quantitative Management LLC9,662
0.0% of portfolio›$324.2K
Compound Planning, Inc.9,210
0.0% of portfolio›$309.0K
Thompson Siegel & Walmsley LLC8,901
0.0% of portfolio›$299
Carnegie Investment Counsel8,768
0.0% of portfolio›$294.2K
Praxis Investment Management Inc8,694
0.0% of portfolio›$292
Americana Partners, LLC8,021
0.0% of portfolio›$269.1K
EverSource Wealth Advisors, LLC7,931
0.0% of portfolio›$266.1K
Ethic Inc.7,893
0.0% of portfolio›$264.8K
Moss Adams Wealth Advisors LLC7,803
0.0% of portfolio›$261.8K
SYM Financial Corp7,750
0.0% of portfolio›$260.0K
Capital Management Corp7,501
0.0% of portfolio›$251.7K
M&G Plc7,390
0.0% of portfolio›$251.3K
TT Capital Management LLC7,300
0.2% of portfolio›$244.9K
Concurrent Investment Advisors, LLC7,182
0.0% of portfolio›$241.0K
Parcion Private Wealth LLC6,925
0.0% of portfolio›$232.3K
Farther Finance Advisors, LLC6,896
0.0% of portfolio›$231.4K
Alps Advisors Inc6,848
0.0% of portfolio›$229.8K
Iron Financial LLC6,821
0.1% of portfolio›$228.9K
SJS Investment Consulting Inc.6,561
0.0% of portfolio›$220.1K
Verus Financial Partners, Inc.6,400
0.0% of portfolio›$214.7K
Crestwood Advisors Group, LLC6,274
0.0% of portfolio›$210.5K
Tema Etfs LLC6,103
0.0% of portfolio›$204.8K
Winebrenner Capital Management LLC6,000
0.1% of portfolio›$201.3K
Generali Asset Management SPA SGR5,879
0.0% of portfolio›$197.2K
Creative Financial Designs Inc4,081
0.0% of portfolio›$136.9K
GF Fund Management Co. Ltd.3,926
0.0% of portfolio›$131.7K
CX Institutional3,579
0.0% of portfolio›$120
Signaturefd, LLC3,492
0.0% of portfolio›$117.2K
Washington Trust Advisors, Inc.3,274
0.0% of portfolio›$109.8K
US Bancorp \de\3,262
0.0% of portfolio›$109.4K
Essential Partners LLC2,561
0.0% of portfolio›$85.9K
Parkside Financial Bank & Trust2,412
0.0% of portfolio›$80.9K
Parallel Advisors, LLC2,042
0.0% of portfolio›$68.5K
Bokf, NA1,998
0.0% of portfolio›$67.0K
Root Financial Partners, LLC1,918
0.0% of portfolio›$64.3K
Hanson & Doremus Investment Management1,918
0.0% of portfolio›$64
Provenance Wealth Advisors, LLC1,259
0.0% of portfolio›$42.2K
Private Trust Co NA1,071
0.0% of portfolio›$35.9K
Albion Financial Group1,000
0.0% of portfolio›$33.6K
MassMutual Private Wealth & Trust, FSB921
0.0% of portfolio›$30.9K
Virginia Estate & Retirement Planning Advisors Inc.837
0.0% of portfolio›$28.1K
Owl Creek Wealth Partners LLC835
0.0% of portfolio›$28.0K
Fulcrum Asset Management LLP801
0.0% of portfolio›$27.2K
Pinnacle Wealth Planning Services, Inc.665
0.0% of portfolio›$22.3K
Versant Capital Management, Inc565
0.0% of portfolio›$19.0K
Cromwell Holdings LLC503
0.0% of portfolio›$16.9K
Duncker Streett & Co Inc500
0.0% of portfolio›$16.8K
IFP Advisors, Inc459
0.0% of portfolio›$15.4K
TD Private Client Wealth LLC412
0.0% of portfolio›$13.8K
Jnba Financial Advisors410
0.0% of portfolio›$13.8K
Caitong International Asset Management Co., Ltd404
0.0% of portfolio›$13.6K
Elyxium Wealth, LLC391
0.0% of portfolio›$13.1K
True Wealth Design, LLC389
0.0% of portfolio›$13.1K
Fjarde Ap-Fonden TH Swedish National Pension Fund372
0.0% of portfolio›$12.5K
Lanark Financial, Inc.335
0.0% of portfolio›$11.2K
Proathlete Wealth Management LLC323
0.0% of portfolio›$10.8K
Ascentis Independent Advisors314
0.0% of portfolio›$10.5K
Trust Co of Toledo NA302
0.0% of portfolio›$10.1K
Mather Group, Llc.296
0.0% of portfolio›$9.9K
James T. Borello RIA285
0.0% of portfolio›$9.6K
DT Investment Partners, LLC224
0.0% of portfolio›$7.5K
Manchester Capital Management LLC217
0.0% of portfolio›$7.3K
Assetmark, Inc212
0.0% of portfolio›$7.1K
Larson Financial Group LLC200
0.0% of portfolio›$6.7K
Dynamic Wealth Strategies, LLC200
0.0% of portfolio›$6.7K
Farmers & Merchants Investments Inc191
0.0% of portfolio›$6.4K
Covestor Ltd158
0.0% of portfolio›$5
Wolff Wiese Magana LLC144
0.0% of portfolio›$4.8K
CoreCap Advisors, LLC135
0.0% of portfolio›$4.5K
Highline Wealth Partners LLC133
0.0% of portfolio›$4.5K
Investors Research Corp130
0.0% of portfolio›$4.4K
Signature Equity Partners, LLC130
0.0% of portfolio›$4.4K
J.Safra Asset Management Corp125
0.0% of portfolio›$4.2K
Ascentis Wealth Management, LLC95
0.0% of portfolio›$3.2K
Physician Wealth Advisors, Inc.83
0.0% of portfolio›$2.8K
Private Wealth Management Group, LLC76
0.0% of portfolio›$2.6K
Ares Financial Consulting, LLC70
0.0% of portfolio›$2.3K
Silver Grove Financial Group, Inc.64
0.0% of portfolio›$2.1K
Elevation Wealth Partners, LLC60
0.0% of portfolio›$2.0K
Westside Investment Management, Inc.54
0.0% of portfolio›$1.8K
Aspect Partners, LLC53
0.0% of portfolio›$1.8K
Spire Wealth Management47
0.0% of portfolio›$1.6K
MV Capital Management, Inc.45
0.0% of portfolio›$1.5K
Fortitude Family Office, LLC45
0.0% of portfolio›$1.5K
Harbor Investment Advisory, LLC43
0.0% of portfolio›$1.4K
Meriwether Wealth & Planning, LLC42
0.0% of portfolio›$1.4K
Activest Wealth Management41
0.0% of portfolio›$1.4K
Nvwm, LLC40
0.0% of portfolio›$1.3K
Planning Strategies Inc.29
0.0% of portfolio›$973
GK Wealth Management LLC28
0.0% of portfolio›$944
TFC Financial Management, Inc.27
0.0% of portfolio›$906
Birch Financial Group, LLC27
0.0% of portfolio›$891
Harbor Asset Planning, Inc.24
0.0% of portfolio›$805
Blue Trust, Inc.22
0.0% of portfolio›$738
Strengthening Families & Communities, LLC18
0.0% of portfolio›$609
Quaker Wealth Management, LLC16
0.0% of portfolio›$537
Financial Management Professionals, Inc.15
0.0% of portfolio›$503
Valley National Advisers Inc15
0.0% of portfolio›$504
Marquette Asset Management, LLC15
0.0% of portfolio›$504
American Capital Advisory, LLC15
0.0% of portfolio›$504
Davis Capital Management15
0.0% of portfolio›$503
Bell Investment Advisors, Inc14
0.0% of portfolio›$470
Hughes Financial Services, LLC13
0.0% of portfolio›$460
Bfsg, LLC12
0.0% of portfolio›$403
Buck Wealth Strategies, LLC6
0.0% of portfolio›$201
Financial Consulate, Inc6
0.0% of portfolio›$202
Rossby Financial, LCC5
0.0% of portfolio›$168
Gilpin Wealth Management, LLC2
0.0% of portfolio›$68
Monetary Solutions, Ltd2
0.0% of portfolio›$67
Clark Wealth Partners1
0.0% of portfolio›$34
Kozak & Associates, Inc.1
0.0% of portfolio›$35
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,703,606$157.8M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
2,199,259$73.8M0.0%CoreLowNew York, NY2026-11-05
Sumitomo Mitsui Trust Group, Inc.
1,398,785$46.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Daiwa Securities Group Inc.
1,303,686$43.7M0.1%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Arbejdsmarkedets Tillaegspension
719,600$24.1M0.6%ValueHighHilleroed, Greece2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
677,646$22.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Asset Management One Co., Ltd.
516,988$17.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
Citigroup Inc
514,270$17.3M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
467,392$15.7M0.0%CoreLowDes Moines, IA2026-11-02
Strs Ohio
451,498$15.1M0.1%CoreMediumColumbus, OH2026-10-30
Pacific Heights Asset Management LLC
400,000$13.4M0.4%CoreVery LowSan Francisco, CA2026-11-03
State of New Jersey Common Pension Fund D
341,382$11.5M0.0%CoreLowTrenton, NJ2026-11-05
New York State Teachers Retirement System
325,024$10.9K0.0%CoreVery LowAlbany, NY2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
302,817$10.2M0.0%CoreLowHarrisburg, PA2026-11-03
Exchange Traded Concepts, LLC
255,175$8.6M0.0%GrowthMediumOklahoma City, OK2026-10-28
Evergreen Capital Management LLC
222,990$7.5M0.1%GARPMediumBellevue, WA2026-10-23
Retirement Systems of Alabama
221,399$7.4M0.0%IndexLowMontgomery, AL2026-11-04
Creative Planning
215,089$7.2M0.0%IndexVery LowOverland Park, KS2026-11-02
State of Alaska, Department of Revenue
188,554$6.3K0.0%CoreVery LowJuneau, AK2026-10-15
DekaBank Deutsche Girozentrale
181,423$6.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Advocate Group LLC
147,616$5.0M0.8%YieldLowMinnetonka, MN2026-10-19
Vert Asset Management LLC
146,618$4.9M1.5%YieldLowSausalito, CA2026-10-28
Calamos Advisors LLC
140,819$4.7M0.0%GrowthMediumNaperville, IL2026-11-02
Neos Investment Management LLC
133,709$4.5M0.0%IndexVery LowWestport, CT2026-11-04
Sky Investment Group LLC
128,870$4.3M0.5%CoreVery LowHartford, CT2026-10-30
Wealth Enhancement Advisory Services, LLC
119,474$3.6M0.0%CoreLowPlymouth, MN2026-10-13
Intact Investment Management Inc.
108,400$3.6M0.1%YieldHighMontreal, Austria2026-11-03
Y-Intercept (Hong Kong) Ltd
107,226$3.6M0.1%ValueVery HighHong Kong, South Korea2026-10-16
ProShare Advisors LLC
96,588$3.2M0.0%GrowthLowBethesda, MD2026-10-29
Thrivent Financial for Lutherans
86,034$2.9K0.0%GARPMediumMinneapolis, MN2026-11-05
New York Life Investment Management LLC
84,514$2.8M0.0%GrowthLowNew York, NY2026-11-04
Czech National Bank
83,999$2.8M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
82,370$2.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
82,250$2.8M0.0%IndexVery LowTokyo, Mexico2026-10-20
MacKenzie Financial Corp
79,071$2.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Mirae Asset Global Investments Co., Ltd.
76,092$2.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
AGF Management LTD
74,930$2.5M0.0%GrowthHighToronto, Australia2026-11-03
State of Michigan Retirement System
73,445$2.5M0.0%IndexLowEast Lansing, MI2026-10-27
Inspire Investing, LLC
70,644$2.4M0.1%GARPHighMeridian, ID2026-10-22
Consolidated Investment Group LLC
70,100$2.4M0.2%GrowthVery LowEnglewood, CO2026-11-04
CIBC Asset Management Inc
65,363$2.2M0.0%GARPLowToronto, South Africa2026-11-05
Yousif Capital Management, LLC
64,864$2.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
IFM Investors Pty Ltd
64,695$2.2M0.0%IndexVery LowMelbourne, China2026-10-14
Sterling Capital Management LLC
64,299$2.2M0.0%GARPMediumCharlotte, NC2026-10-22
Wolverine Asset Management LLC
63,632$2.1M0.0%Deep ValueVery HighChicago, IL2026-11-02
UniSuper Management Pty Ltd
60,339$2.0M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Commonwealth Equity Services, LLC
58,196$2.0M0.0%ETFLowWaltham, MA2026-11-02
Pictet Asset Management Holding SA
57,014$1.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Lecap Asset Management LTD
56,260$1.9M0.9%ValueVery HighLondon, United Kingdom2026-10-27
Inspire Trust Co, N.A.
55,000$1.8M0.2%ValueLowReno, NV2026-11-05
Gateway Investment Advisers LLC
54,630$1.8M0.0%GrowthLowCincinnati, OH2026-10-13
Achmea Investment Management B.V.
51,944$1.7M0.0%CoreMediumZeist, Philippines2026-10-30
Amalgamated Bank
50,108$1.7K0.0%CoreVery LowNew York, NY2026-10-23
Knights of Columbus Asset Advisors LLC
47,538$1.6M0.1%CoreMediumNew Haven, CT2026-11-05
Telos Capital Management, Inc.
45,585$1.5M0.1%CoreLowSan Diego, CA2026-11-02
Xponance LLC
44,775$1.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
iA Global Asset Management Inc.
43,756$1.5K0.0%GrowthMediumQuebec, Austria2026-10-29
HB Wealth Management, LLC
43,015$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Oak Thistle LLC
42,262$1.4M0.1%ValueVery HighNew York, NY2026-10-21
Pensionfund PDN
39,605$1.3K0.8%YieldVery LowSittard, Philippines2026-10-05
Oregon Public Employees Retirement Fund
35,971$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Rakuten Investment Management, Inc.
33,465$1.1M0.0%ETFMediumTokyo, Mexico2026-10-30
Mutual of America Capital Management LLC
30,188$1.0M0.0%IndexLowNew York, NY2026-10-23
Krilogy Financial LLC
27,700$942.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Chicago Partners Investment Group LLC
26,083$934.8K0.0%GARPLowChicago, IL2026-10-27
First Citizens Bank & Trust Co
23,360$783.7K0.0%CoreMediumRaleigh, NC2026-10-14
Davenport & Co LLC
21,967$737.0K0.0%CoreMediumRichmond, VA2026-10-14
Allspring Global Investments Holdings, LLC
21,634$728.6K0.0%CoreMediumCharlotte, NC2026-11-04
Nisa Investment Advisors, LLC
21,538$722.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pensionfund Sabic
20,888$7010.8%YieldVery LowSittard, Philippines2026-10-05
111 Capital
20,455$686.3K0.1%CoreVery HighParis, India2026-11-03
AlphaCore Capital LLC
20,069$673.3K0.0%ETFLowLa Jolla, CA2026-11-04
Virginia Retirement Systems ET Al
19,700$660.9K0.0%CoreMediumRichmond, VA2026-10-28
MBL Wealth, LLC
19,116$641.3K0.0%ETFLowCharlotte, NC2026-10-22
Swiss Life Asset Management Ltd
18,568$623.0K0.0%CoreLowZurich, Switzerland2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
18,112$6080.0%CoreMediumKobenhavn, Greece2026-10-22
CenterBook Partners LP
17,165$575.9K0.0%ValueVery HighGreenwich, CT2026-11-02
Atria Investments, Inc
16,887$566.6K0.0%CoreMediumCharlotte, NC2026-10-15
Brighton Jones LLC
16,453$552.0K0.0%CoreVery LowSeattle, WA2026-11-03
Kestra Advisory Services, LLC
16,306$547.1K0.0%CoreLowAustin, TX2026-11-02
Hartford Investment Management Co
15,942$534.9K0.0%IndexVery LowHartford, CT2026-11-04
Spirit of America Management Corp
15,350$515.0K0.1%GARPLowSyosset, NY2026-10-14
Kingswood Wealth Advisors, LLC
14,768$495.5K0.0%GrowthLowSan Diego, CA2026-10-23
Keybank National Association
14,558$488.4K0.0%CoreLowBrooklyn, OH2026-11-04
Louisiana State Employees Retirement System
14,400$483.1K0.0%IndexLowBaton Rouge, LA2026-10-20
Crossmark Global Holdings, Inc.
14,328$480.7K0.0%GARPMediumHouston, TX2026-10-21
Curated Wealth Partners LLC
13,703$459.7K0.0%GARPLowEl Segundo, CA2026-10-15
SteelPeak Wealth, LLC
13,650$458.0K0.0%GrowthHighWoodland Hills, CA2026-10-16
Cambridge Investment Research Advisors, Inc.
13,424$4500.0%ETFLowFairfield, IA2026-11-02
SEB Asset Management AB
13,416$450.1K0.0%CoreN/AStockholm, Sweden2026-11-04
NorthCrest Asset Manangement, LLC
12,857$431.6K0.0%GrowthLowPlymouth, MN2026-10-13
Paller Financial Services Inc
12,470$418.4K0.3%ETFMediumCentennial, CO2026-10-13
Hummer Financial Advisory Services Inc
11,722$393.3K0.3%CoreVery LowChicago, IL2026-10-09
State of Wyoming
11,365$381.3K0.0%ValueHighCheyenne, WY2026-10-28
Gamma Investing LLC
11,135$373.6K0.0%IndexVery LowFoster City, CA2026-10-08
Aurora Investment Managers, Llc.
11,132$3730.0%CoreMediumNaples, FL2026-10-15
Abel Hall, LLC
10,477$351.5K0.1%CoreMediumBaton Rouge, LA2026-10-19
Apollon Wealth Management, LLC
10,404$349.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
KBC Group NV
10,177$3410.0%CoreMediumBrussels, Czech Republic2026-10-22
Lido Advisors, LLC
10,059$337.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Ackerman Capital Advisors, LLC
10,050$337.2K0.1%ETFLowDallas, TX2026-10-30
Folger Nolan Fleming Douglas Capital Management, Inc
9,917$332.7K0.0%CoreLowWashington, DC2026-10-13
North Dakota State Investment Board
9,895$332.0K0.0%GrowthMediumBismarck, ND2026-10-27
V-Square Quantitative Management LLC
9,662$324.2K0.0%CoreLowChicago, IL2026-10-15
Compound Planning, Inc.
9,210$309.0K0.0%CoreLowNew York, NY2026-11-05
Thompson Siegel & Walmsley LLC
8,901$2990.0%Deep ValueMediumRichmond, VA2026-11-05
Carnegie Investment Counsel
8,768$294.2K0.0%CoreLowPepper Pike, OH2026-10-20
Praxis Investment Management Inc
8,694$2920.0%CoreLowGoshen, IN2026-11-03
Americana Partners, LLC
8,021$269.1K0.0%CoreMediumHouston, TX2026-10-28
EverSource Wealth Advisors, LLC
7,931$266.1K0.0%CoreMediumBirmingham, AL2026-11-04
Ethic Inc.
7,893$264.8K0.0%CoreLowNew York, NY2026-11-03
Moss Adams Wealth Advisors LLC
7,803$261.8K0.0%ETFLowSeattle, WA2026-10-28
SYM Financial Corp
7,750$260.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
Capital Management Corp
7,501$251.7K0.0%YieldMediumGlen Allen, VA2026-10-29
M&G Plc
7,390$251.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
TT Capital Management LLC
7,300$244.9K0.2%YieldMediumGilbert, AZ2026-10-15
Concurrent Investment Advisors, LLC
7,182$241.0K0.0%GrowthMediumTampa, FL2026-10-16
Parcion Private Wealth LLC
6,925$232.3K0.0%CoreMediumBellevue, WA2026-10-28
Farther Finance Advisors, LLC
6,896$231.4K0.0%IndexLowSan Francisco, CA2026-10-08
Alps Advisors Inc
6,848$229.8K0.0%YieldLowDenver, CO2026-11-03
Iron Financial LLC
6,821$228.9K0.1%ETFLowNorthbrook, IL2026-10-23
SJS Investment Consulting Inc.
6,561$220.1K0.0%ETFVery LowSylvania, OH2026-10-26
Verus Financial Partners, Inc.
6,400$214.7K0.0%ETFVery LowRichmond, VA2026-10-29
Crestwood Advisors Group, LLC
6,274$210.5K0.0%GrowthLowBoston, MA2026-10-27
Tema Etfs LLC
6,103$204.8K0.0%GrowthMediumNew York, NY2026-10-16
Winebrenner Capital Management LLC
6,000$201.3K0.1%ETFLowLouisville, KY2026-10-07
Generali Asset Management SPA SGR
5,879$197.2K0.0%CoreLowTrieste, Latvia2026-10-26
Creative Financial Designs Inc
4,081$136.9K0.0%ETFMediumKokomo, IN2026-11-04
GF Fund Management Co. Ltd.
3,926$131.7K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
CX Institutional
3,579$1200.0%CoreMediumAuburn, IN2026-10-02
Signaturefd, LLC
3,492$117.2K0.0%IndexLowAtlanta, GA2026-10-23
Washington Trust Advisors, Inc.
3,274$109.8K0.0%GrowthLowWellesley, MA2026-10-22
US Bancorp \de\
3,262$109.4K0.0%IndexLowMinneapolis, MN2026-11-05
Essential Partners LLC
2,561$85.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
2,412$80.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Parallel Advisors, LLC
2,042$68.5K0.0%IndexLowSan Francisco, CA2026-11-03
Bokf, NA
1,998$67.0K0.0%CoreLowTulsa, OK2026-10-27
Root Financial Partners, LLC
1,918$64.3K0.0%ETFMediumEncinitas, CA2026-10-21
Hanson & Doremus Investment Management
1,918$640.0%CoreVery LowBurlington, VT2026-10-16
Provenance Wealth Advisors, LLC
1,259$42.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Private Trust Co NA
1,071$35.9K0.0%CoreLowCleveland, OH2026-10-20
Albion Financial Group
1,000$33.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
MassMutual Private Wealth & Trust, FSB
921$30.9K0.0%CoreLowSpringfield, MA2026-10-05
Virginia Estate & Retirement Planning Advisors Inc.
837$28.1K0.0%ETFLowGlen Allen, VA2026-10-14
Owl Creek Wealth Partners LLC
835$28.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Fulcrum Asset Management LLP
801$27.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
Pinnacle Wealth Planning Services, Inc.
665$22.3K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
565$19.0K0.0%GARPLowPhoenix, AZ2026-10-02
Cromwell Holdings LLC
503$16.9K0.0%IndexLowJackson, WY2026-10-28
Duncker Streett & Co Inc
500$16.8K0.0%GrowthLowSt. Louis, MO2026-10-27
IFP Advisors, Inc
459$15.4K0.0%GrowthLowTampa, FL2026-10-16
TD Private Client Wealth LLC
412$13.8K0.0%ETFLowNew York, NY2026-10-28
Jnba Financial Advisors
410$13.8K0.0%ETFMediumBloomington, MN2026-11-03
Caitong International Asset Management Co., Ltd
404$13.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Elyxium Wealth, LLC
391$13.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
True Wealth Design, LLC
389$13.1K0.0%ETFMediumAkron, OH2026-10-13
Fjarde Ap-Fonden TH Swedish National Pension Fund
372$12.5K0.0%GrowthLowStockholm, Sweden2026-10-15
Lanark Financial, Inc.
335$11.2K0.0%CoreMediumBirmingham, AL2026-10-26
Proathlete Wealth Management LLC
323$10.8K0.0%ETFVery LowBoca Raton, FL2026-10-15
Ascentis Independent Advisors
314$10.5K0.0%ETFLowDallas, TX2026-11-03
Trust Co of Toledo NA
302$10.1K0.0%GrowthVery LowHolland, OH2026-10-16
Mather Group, Llc.
296$9.9K0.0%ETFMediumChicago, IL2026-10-14
James T. Borello RIA
285$9.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
DT Investment Partners, LLC
224$7.5K0.0%ETFVery LowChadds Ford, PA2026-10-27
Manchester Capital Management LLC
217$7.3K0.0%CoreLowManchester, VT2026-10-22
Assetmark, Inc
212$7.1K0.0%ETFLowConcord, CA2026-10-21
Larson Financial Group LLC
200$6.7K0.0%GrowthLowSt Louis, MO2026-11-05
Dynamic Wealth Strategies, LLC
200$6.7K0.0%ETFLowGranite Bay, CA2026-10-16
Farmers & Merchants Investments Inc
191$6.4K0.0%CoreVery LowLincoln, NE2026-10-22
Covestor Ltd
158$50.0%ValueHighLondon, United Kingdom2026-10-30
Wolff Wiese Magana LLC
144$4.8K0.0%GrowthLowCarslbad, CA2026-10-15
CoreCap Advisors, LLC
135$4.5K0.0%ETFMediumSouthfield, MI2026-10-08
Highline Wealth Partners LLC
133$4.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Investors Research Corp
130$4.4K0.0%ETFLowAtlanta, GA2026-10-07
Signature Equity Partners, LLC
130$4.4K0.0%GrowthMediumColumbus, OH2026-10-29
J.Safra Asset Management Corp
125$4.2K0.0%ETFLowNew York, NY2026-11-03
Ascentis Wealth Management, LLC
95$3.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Physician Wealth Advisors, Inc.
83$2.8K0.0%ETFMediumMidvale, UT2026-10-20
Private Wealth Management Group, LLC
76$2.6K0.0%ETFLowPrinceton, NJ2026-10-19
Ares Financial Consulting, LLC
70$2.3K0.0%CoreLowCalabasas, CA2026-10-19
Silver Grove Financial Group, Inc.
64$2.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Elevation Wealth Partners, LLC
60$2.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Westside Investment Management, Inc.
54$1.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Aspect Partners, LLC
53$1.8K0.0%ETFMediumFairfax, VA2026-10-20
Spire Wealth Management
47$1.6K0.0%GrowthMediumMclean, VA2026-10-30
MV Capital Management, Inc.
45$1.5K0.0%ETFLowBethesda, MD2026-10-29
Fortitude Family Office, LLC
45$1.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Harbor Investment Advisory, LLC
43$1.4K0.0%GrowthLowLutherville, MD2026-10-13
Meriwether Wealth & Planning, LLC
42$1.4K0.0%ETFMediumMinden, LA2026-10-13
Activest Wealth Management
41$1.4K0.0%ETFLowAventura, FL2026-10-15
Nvwm, LLC
40$1.3K0.0%GrowthMediumYardley, PA2026-10-14
Planning Strategies Inc.
29$9730.0%ETFN/ALancaster, PA2026-10-02
GK Wealth Management LLC
28$9440.0%GARPVery HighReno, NV2026-10-09
TFC Financial Management, Inc.
27$9060.0%ETFVery LowBoston, MA2026-10-26
Birch Financial Group, LLC
27$8910.0%CoreLowKeene, NH2026-10-27
Harbor Asset Planning, Inc.
24$8050.0%ETFVery LowBelmont, MA2026-10-23
Blue Trust, Inc.
22$7380.0%ETFLowBrentwood, TN2026-10-15
Strengthening Families & Communities, LLC
18$6090.0%CoreMediumBoston, MA2026-10-21
Quaker Wealth Management, LLC
16$5370.0%ETFMediumMoorestown, NJ2026-10-22
Financial Management Professionals, Inc.
15$5030.0%ETFMediumAustin, TX2026-10-23
Valley National Advisers Inc
15$5040.0%ETFLowBethlehem, PA2026-10-23
Marquette Asset Management, LLC
15$5040.0%ETFVery LowMinneapolis, MN2026-10-09
American Capital Advisory, LLC
15$5040.0%ETFLowKetchum, ID2026-10-28
Davis Capital Management
15$5030.0%CoreLowJacksonville, FL2026-10-08
Bell Investment Advisors, Inc
14$4700.0%ETFVery LowOrinda, CA2026-10-29
Hughes Financial Services, LLC
13$4600.0%ETFLowHerndon, VA2026-10-30
Bfsg, LLC
12$4030.0%CoreLowIrvine, CA2026-10-30
Buck Wealth Strategies, LLC
6$2010.0%ValueMediumDenver, CO2026-10-28
Financial Consulate, Inc
6$2020.0%ETFLowHunt Valley, MD2026-10-23
Rossby Financial, LCC
5$1680.0%ETFMediumMelbourne, FL2026-11-05
Gilpin Wealth Management, LLC
2$680.0%GrowthLowDenver, CO2026-10-09
Monetary Solutions, Ltd
2$670.0%ETFVery LowDayton, OH2026-10-22
Clark Wealth Partners
1$340.0%ETFVery LowO'Fallon, IL2026-10-19
Kozak & Associates, Inc.
1$350.0%ETFLowHighlands Ranch, CO2026-10-29
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04