UDR, Inc. (UDR) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling UDR?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for UDR, Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on UDR?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for UDR, Inc..

Is institutional money flowing into UDR?

221 institutional investors hold UDR, Inc. (UDR). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about UDR?

Track institutional sentiment and conviction scores for UDR, Inc. (UDR) including Smart Money Verdict and position changes on HoldingsIntel.

UDR, Inc.

UDR·902653104·US·reit·Real Estate - REIT - Residential-13D/G

UDR (UDR, Inc.) is held by 221 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($1.8B), BlackRock, Inc. ($1.4B), STATE STREET CORP ($803.7M). Net institutional sentiment: Mixed.

221

Holders

Avg rating(15 Elite)

$10.5B

Total Value

47% (237)

Fund Consensus

106 buying - 118 selling

Smart Money VerdictView all

59Mixed MomentumSplit Signals

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See how UDR's score breaks down across 4 SEC sources

Held by 221 funds

15 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 27, 2026

Congress

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Decreased	49.9M(-0.8%)	$1.8B	0.0%	-11.14%	0
BlackRock, Inc.	Increased	37.3M(+13.7%)	$1.4B	0.0%	-6.89%	36
STATE STREET CORP	Increased	21.9M(+0.1%)	$803.7M	0.0%	+7.09%	32
Capital Research Global Investors	Decreased	14.3M(-1.6%)	$523M	0.1%	-3.91%	0
FMR LLC	Decreased	13.9M(-11.9%)	$511.1M	0.0%	-7.45%	0
Invesco Ltd.	Decreased	10.3M(-0.4%)	$376.9M	0.1%	-1.00%	0
CENTERSQUARE INVESTMENT MANAGEMENT LLC	Increased	9.4M(+6.7%)	$344.4M	3.4%	+5.65%	61
GEODE CAPITAL MANAGEMENT, LLC	Increased	8.6M(+1.0%)	$312.9M	0.0%	+8.20%	31
WELLINGTON MANAGEMENT GROUP LLP	Decreased	6.4M(-3.4%)	$233M	0.0%	+0.30%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	4.9M(+4.8%)	$181.3M	0.0%	+10.86%	32
DIMENSIONAL FUND ADVISORS LP	Increased	4.7M(+1.8%)	$172.6M	0.0%	+6.54%	31
NORTHERN TRUST CORP	Decreased	4.5M(-1.1%)	$165.3M	0.0%	+2.70%	0
PRUDENTIAL FINANCIAL INC	Decreased	3.5M(-13.8%)	$126.8M	0.2%	+1.96%	0
MORGAN STANLEY	Increased	3.4M(+21.9%)	$125.3M	0.0%	-1.32%	36
JPMORGAN CHASE & CO	Decreased	3.3M(-11.0%)	$122.8M	0.0%	-7.24%	0
Legal & General Group Plc	Increased	3.3M(+5.4%)	$119.4M	0.0%	+9.90%	32
BALYASNY ASSET MANAGEMENT L.P.	Increased	2.9M(+45.3%)	$107.9M	0.1%	+3.40%	49
GOLDMAN SACHS GROUP INC	Increased	2.7M(+70.2%)	$98.1M	0.0%	-4.02%	44
Bank of New York Mellon Corp	Increased	2.3M(+8.5%)	$84.4M	0.0%	+14.63%	32
Sumitomo Mitsui Trust Group, Inc.	Increased	2.2M(+5.6%)	$81.1M	0.0%	+7.96%	31
APG Asset Management US Inc.	Unchanged	1.6M	$60.4M	0.5%	-8.08%	0
DEUTSCHE BANK AG\	Increased	1.6M(+51.5%)	$58.6M	0.0%	-0.15%	41
Woodline Partners LP	Increased	1.6M(+3852.9%)	$57.7M	0.2%	+2.07%	57
UBS Group AG	Increased	1.6M(+23.4%)	$57.3M	0.0%	+2.11%	36
BANK OF AMERICA CORP /DE/	Increased	1.5M(+23.5%)	$56.8M	0.0%	-5.76%	36
SEI INVESTMENTS CO	Decreased	1.1M(-3.2%)	$41.9M	0.0%	+7.84%	0
ALLIANCEBERNSTEIN L.P.	Decreased	1.1M(-1.0%)	$41.3M	0.0%	+0.54%	0
Hudson Bay Capital Management LP	Increased	1.1M(+182.3%)	$40.4M	0.1%	-0.23%	56
State of Tennessee, Department of Treasury	Increased	1.1M(+24.1%)	$39.5M	0.1%	+6.66%	42
HSBC HOLDINGS PLC	Increased	1.1M(+1.2%)	$39.2M	0.0%	+5.27%	29
FIRST TRUST ADVISORS LP	Increased	1M(+2187.1%)	$37.8M	0.0%	+2.10%	47
Mitsubishi UFJ Asset Management Co., Ltd.	Increased	911,921(+11.8%)	$33.5M	0.0%	+1.56%	32
Amundi	Increased	910,959(+21.9%)	$33.4M	0.0%	-3.33%	35
Neuberger Berman Group LLC	Increased	905,454(+0.9%)	$33.2M	0.0%	-1.42%	29
STRS OHIO	Increased	903,906(+36.7%)	$33.2M	0.1%	+4.11%	45
Apollo Management Holdings, L.P.	New	885,490	$32.5M	0.3%	+2.46%	48
Swiss National Bank	Decreased	862,500(-4.9%)	$31.6M	0.0%	+9.16%	0
Nuveen, LLC	Decreased	840,745(-25.6%)	$30.8M	0.0%	-10.13%	0
BARCLAYS PLC	Decreased	814,648(-38.5%)	$29.9M	0.0%	+1.05%	0
TEACHER RETIREMENT SYSTEM OF TEXAS	Increased	769,497(+1766.8%)	$28.2M	0.1%	+2.08%	46
AMERIPRISE FINANCIAL INC	Increased	768,199(+118.8%)	$28.2M	0.0%	-0.73%	46
Alyeska Investment Group, L.P.	New	757,516	$27.8M	0.1%	+2.46%	40
Russell Investments Group, Ltd.	Decreased	753,458(-19.0%)	$27.6M	0.0%	+8.46%	0
CITIGROUP INC	Increased	705,172(+18.1%)	$25.9M	0.0%	-5.11%	34
RHUMBLINE ADVISERS	Decreased	678,909(-0.8%)	$24.9M	0.0%	+8.68%	0
SCHRODER INVESTMENT MANAGEMENT GROUP	Decreased	651,571(-12.7%)	$24.1M	0.0%	+1.58%	0
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Increased	640,708(+3.5%)	$23.5M	0.0%	+10.38%	30
Asset Management One Co., Ltd.	Decreased	631,651(-0.5%)	$23.2M	0.1%	+4.09%	0
Freestone Grove Partners LP	Increased	615,094(+1792.3%)	$22.6M	0.2%	+2.53%	55
BNP PARIBAS FINANCIAL MARKETS	Increased	603,199(+8.6%)	$22.1M	0.0%	-0.50%	31
NOMURA ASSET MANAGEMENT CO LTD	Increased	563,290(+2.6%)	$20.7M	0.1%	+9.02%	29
AMERICAN CENTURY COMPANIES INC	Decreased	557,351(-13.2%)	$20.4M	0.0%	-3.20%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	550,718(+1.9%)	$20.2M	0.0%	+15.40%	29
LMR Partners LLP	Increased	534,450(+30.8%)	$19.6M	0.0%	+3.50%	36
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Decreased	522,273(-1.4%)	$19.2M	0.1%	-0.39%	0
PRINCIPAL FINANCIAL GROUP INC	Increased	518,929(+3.3%)	$19M	0.0%	+9.49%	29
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	513,185(+71.1%)	$18.8M	0.0%	-3.99%	42
Allianz Asset Management GmbH	Decreased	496,245(-0.4%)	$18.2M	0.0%	-4.90%	0
ADAGE CAPITAL PARTNERS GP, L.L.C.	Increased	456,973(+14.4%)	$16.8M	0.0%	+0.09%	32
RENAISSANCE TECHNOLOGIES LLC	Decreased	440,398(-51.1%)	$16.2M	0.0%	-2.67%	0
Aberdeen Group plc	Increased	436,444(+0.6%)	$16M	0.0%	-6.43%	28
BANK OF MONTREAL /CAN/	Increased	430,984(+4.3%)	$15.8M	0.0%	-7.07%	29
Chevy Chase Trust Holdings, LLC	Decreased	430,861(-3.1%)	$15.8M	0.0%	-1.60%	0
Gotham Asset Management, LLC	Increased	391,764(+185.8%)	$14.4M	0.1%	+0.32%	45
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	389,140(-3.7%)	$14.3M	0.0%	+2.43%	0
RAYMOND JAMES FINANCIAL INC	Decreased	385,340(-4.0%)	$14.1M	0.0%	-8.10%	0
Korea Investment CORP	Increased	372,512(+28.9%)	$13.7M	0.0%	-2.42%	35
AQR CAPITAL MANAGEMENT LLC	Increased	365,325(+19.1%)	$13.4M	0.0%	-4.01%	33
CITADEL ADVISORS LLC	Increased	361,843(+111.7%)	$13.3M	0.0%	+3.10%	45
State of New Jersey Common Pension Fund D	Decreased	321,382(-0.9%)	$11.8M	0.0%	+6.16%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Decreased	306,471(-4.1%)	$11.2M	0.0%	+20.55%	0
DANSKE BANK A/S	Increased	266,733(+25.2%)	$9.8M	0.0%	-7.00%	34
Zurcher Kantonalbank (Zurich Cantonalbank)	Decreased	262,354(-17.2%)	$9.6M	0.0%	-11.99%	0
OMERS ADMINISTRATION Corp	Unchanged	244,799	$9M	0.1%	+6.18%	0
Qube Research & Technologies Ltd	Decreased	243,919(-81.5%)	$8.9M	0.0%	+0.82%	0
EXCHANGE TRADED CONCEPTS, LLC	Increased	242,254(+99.3%)	$8.9M	0.1%	+2.82%	44
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	241,116(-0.4%)	$8.8M	0.0%	+15.32%	0
Retirement Systems of Alabama	Decreased	232,046(-1.6%)	$8.5M	0.0%	+8.12%	0
AVIVA PLC	Increased	230,286(+5.8%)	$8.4M	0.0%	-3.89%	29
ROYAL BANK OF CANADA	Decreased	205,315(-2.2%)	$7.5M	0.0%	-5.02%	0
MACQUARIE GROUP LTD	Increased	205,312(+1.0%)	$7.5M	0.0%	-8.46%	28
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Decreased	178,000(-1.5%)	$6.5M	0.0%	+2.67%	0
TORONTO DOMINION BANK	Decreased	177,062(-2.0%)	$6.5M	0.0%	-7.48%	0
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	176,321	$6.5M	0.0%	+14.56%	0
Resona Asset Management Co.,Ltd.	Decreased	174,164(-3.9%)	$6.4M	0.0%	+6.58%	0
ROYAL LONDON ASSET MANAGEMENT LTD	Unchanged	161,576	$5.9M	0.0%	+8.82%	0
Quantinno Capital Management LP	Increased	160,997(+84.3%)	$5.9M	0.0%	+0.12%	42
LPL Financial LLC	Increased	142,901(+8.4%)	$5.2M	0.0%	-0.36%	29
Calamos Advisors LLC	Decreased	140,536(-3.9%)	$5.2M	0.0%	-4.93%	0
JANUS HENDERSON GROUP PLC	Decreased	137,386(-88.6%)	$5M	0.0%	-1.14%	0
FIL Ltd	Increased	137,220(+53.0%)	$5M	0.0%	+5.23%	38
Pictet Asset Management Holding SA	Increased	135,722(+0.4%)	$5M	0.0%	+16.01%	27
Mitsubishi UFJ Trust & Banking Corp	Decreased	129,643(-2.5%)	$4.8M	0.0%	+0.96%	0
APG Asset Management N.V.	Decreased	150,797(-50.3%)	$4.7M	0.0%	-4.70%	0
WELLS FARGO & COMPANY/MN	Decreased	128,023(-16.3%)	$4.7M	0.0%	+0.24%	0
TD ASSET MANAGEMENT INC	Decreased	126,522(-13.4%)	$4.6M	0.0%	+1.85%	0
NATIONAL BANK OF CANADA /FI/	Decreased	123,858(-33.5%)	$4.5M	0.0%	-0.69%	0
UniSuper Management Pty Ltd	Decreased	122,664(-19.6%)	$4.5M	0.0%	+0.02%	0
CIBC WORLD MARKETS CORP	Decreased	117,976(-0.7%)	$4.3M	0.0%	-6.46%	0
CANADA PENSION PLAN INVESTMENT BOARD	Increased	115,400(+5.4%)	$4.2M	0.0%	+1.44%	28
KLP KAPITALFORVALTNING AS	Unchanged	114,993	$4.2M	0.0%	-8.02%	0
ExodusPoint Capital Management, LP	Decreased	113,282(-84.2%)	$4.2M	0.0%	+1.62%	0
DAVIS SELECTED ADVISERS	Decreased	113,280(-39.2%)	$4.2M	0.0%	-1.03%	0
Holocene Advisors, LP	Decreased	105,298(-21.1%)	$3.9M	0.0%	+2.54%	0
Sumitomo Mitsui DS Asset Management Company, Ltd	Unchanged	104,285	$3.8M	0.0%	+0.40%	0
Cerity Partners LLC	Decreased	99,493(-6.3%)	$3.6M	0.0%	+0.20%	0
M&T BANK CORP	Increased	86,430(+1307.2%)	$3.6M	0.0%	+2.25%	43
CIBC WORLD MARKET INC.	Increased	97,000(+18.3%)	$3.6M	0.0%	-6.61%	31
Skandinaviska Enskilda Banken AB (publ)	Increased	96,161(+60.6%)	$3.5M	0.0%	+7.14%	38
MILLENNIUM MANAGEMENT LLC	Decreased	93,259(-76.8%)	$3.4M	0.0%	+3.71%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	88,751(-22.8%)	$3.3M	0.0%	+1.15%	0
NEOS Investment Management LLC	Increased	86,752(+29.9%)	$3.2M	0.0%	-0.78%	33
Arizona State Retirement System	Decreased	86,292(-7.2%)	$3.2M	0.0%	+8.04%	0
NISSAY ASSET MANAGEMENT CORP /JAPAN	Increased	86,258(+3.0%)	$3.2M	0.0%	+3.06%	27
NISA INVESTMENT ADVISORS, LLC	Decreased	84,540(-12.8%)	$3.1M	0.0%	+2.24%	0
MetLife Investment Management, LLC	Decreased	81,813(-3.3%)	$3M	0.0%	-6.97%	0
Creative Planning	Increased	80,817(+211.2%)	$3M	0.0%	+2.40%	43
Czech National Bank	Increased	79,302(+3.5%)	$2.9M	0.0%	+3.91%	27
STATE OF MICHIGAN RETIREMENT SYSTEM	Decreased	78,745(-3.4%)	$2.9M	0.0%	+4.41%	0
PUBLIC SECTOR PENSION INVESTMENT BOARD	Increased	76,631(+17.8%)	$2.8M	0.0%	-2.16%	31
WOLVERINE ASSET MANAGEMENT LLC	Decreased	76,631(-21.3%)	$2.8M	0.0%	-0.84%	0
NATIXIS	New	76,330	$2.8M	0.0%	+2.46%	36
CIBC Asset Management Inc	Increased	71,879(+68.4%)	$2.6M	0.0%	+5.73%	39
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Decreased	69,301(-4.5%)	$2.5M	0.0%	+0.37%	0
ProShare Advisors LLC	Increased	68,831(+6.8%)	$2.5M	0.0%	+0.21%	28
Mirae Asset Global Investments Co., Ltd.	Increased	68,783(+22.4%)	$2.5M	0.0%	-1.89%	32
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	65,246(-1.4%)	$2.4M	0.0%	-21.28%	0
VOYA INVESTMENT MANAGEMENT LLC	Decreased	62,575(-7.0%)	$2.3M	0.0%	+3.56%	0
FORSTA AP-FONDEN	Decreased	62,100(-4.3%)	$2.3M	0.0%	+0.35%	0
CREDIT AGRICOLE S A	Decreased	60,260(-30.2%)	$2.2M	0.0%	-3.94%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	58,793(+31.6%)	$2.2M	0.0%	-2.26%	33
XPONANCE LLC	Increased	57,807(+6.3%)	$2.1M	0.0%	+0.33%	28
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	Increased	55,756(+23.3%)	$2M	0.0%	+3.22%	31
DnB Asset Management AS	Decreased	54,229(-11.6%)	$2M	0.0%	+6.08%	0
Utah Retirement Systems	Decreased	54,094(-92.5%)	$2M	0.0%	+3.28%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	51,762(-1.1%)	$1.9M	0.0%	+6.43%	0
Federation des caisses Desjardins du Quebec	Increased	51,653(+22.7%)	$1.9M	0.0%	+0.23%	31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	50,161(-4.4%)	$1.8M	0.0%	-3.42%	0
Focus Partners Wealth	Decreased	50,051(-2.6%)	$1.8M	0.0%	-7.53%	0
Police & Firemen's Retirement System of New Jersey	Decreased	49,464(-7.2%)	$1.8M	0.0%	-7.25%	0
Pacer Advisors, Inc.	Increased	48,665(+77.7%)	$1.8M	0.0%	-0.97%	39
BANK OF NOVA SCOTIA	Increased	48,048(+27.1%)	$1.8M	0.0%	-4.67%	32
Swedbank AB	Unchanged	47,669	$1.7M	0.0%	+1.61%	0
MERCER GLOBAL ADVISORS INC /ADV	Increased	46,413(+34.7%)	$1.7M	0.0%	-5.87%	33
Ensign Peak Advisors, Inc	Decreased	43,781(-52.5%)	$1.6M	0.0%	-0.34%	0
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	New	42,531	$1.6M	0.0%	+2.46%	35
VICTORY CAPITAL MANAGEMENT INC	Decreased	42,319(-50.6%)	$1.6M	0.0%	+0.01%	0
Vanguard Personalized Indexing Management, LLC	Increased	41,747(+7.5%)	$1.5M	0.0%	-5.06%	28
HighTower Advisors, LLC	Decreased	40,941(-0.3%)	$1.5M	0.0%	-5.87%	0
Rakuten Investment Management, Inc.	Decreased	40,158(-10.2%)	$1.5M	0.0%	-1.69%	0
Rafferty Asset Management, LLC	Decreased	38,884(-4.1%)	$1.4M	0.0%	+4.15%	0
Swiss Life Asset Management Ltd	Increased	38,509(+1.2%)	$1.4M	0.0%	+5.34%	26
FRANKLIN RESOURCES INC	Decreased	38,161(-78.6%)	$1.4M	0.0%	+15.91%	0
Brevan Howard Capital Management LP	New	36,152	$1.3M	0.0%	+2.46%	35
Tredje AP-fonden	Unchanged	35,746	$1.3M	0.0%	-1.75%	0
IEQ CAPITAL, LLC	Decreased	32,847(-55.2%)	$1.2M	0.0%	+7.55%	0
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	Decreased	32,292(-1.2%)	$1.2M	0.0%	+3.34%	0
1832 Asset Management L.P.	Decreased	31,864(-2.5%)	$1.2M	0.0%	-4.78%	0
Cetera Investment Advisers	Decreased	31,810(-1.6%)	$1.2M	0.0%	+4.55%	0
NORDEA INVESTMENT MANAGEMENT AB	Decreased	28,959(-15.8%)	$1.1M	0.0%	-1.83%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	28,979(-8.5%)	$1.1M	0.0%	+7.11%	0
Squarepoint Ops LLC	Increased	26,789(+233.1%)	$982,621	0.0%	-0.30%	40
Corient Private Wealth LLC	Increased	25,301(+100.2%)	$905,107	0.0%	+0.36%	40
BROWN ADVISORY INC	Unchanged	23,750	$871,138	0.0%	-1.59%	0
LONDON CO OF VIRGINIA	Unchanged	23,373	$857,322	0.0%	-9.84%	0
CAPTRUST FINANCIAL ADVISORS	Increased	22,758(+9.5%)	$834,751	0.0%	-1.84%	27
DAVENPORT & Co LLC	Decreased	22,363(-3.8%)	$820,275	0.0%	+9.91%	0
FIFTH THIRD BANCORP	Decreased	21,429(-2.6%)	$786,016	0.0%	+2.90%	0
INTECH INVESTMENT MANAGEMENT LLC	Decreased	21,127(-10.4%)	$774,938	0.0%	-2.80%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	20,644(+38.8%)	$766,090	0.0%	+2.16%	33
Vident Advisory, LLC	Decreased	19,255(-19.3%)	$706,302	0.0%	+15.33%	0
OSAIC HOLDINGS, INC.	Decreased	18,640(-4.2%)	$683,737	0.0%	-10.84%	0
Tidal Investments LLC	Decreased	18,387(-0.4%)	$674,435	0.0%	-2.47%	0
Allspring Global Investments Holdings, LLC	Increased	18,314(+52.5%)	$671,941	0.0%	-14.05%	34
KEYBANK NATIONAL ASSOCIATION/OH	Increased	17,954(+40.9%)	$658,553	0.0%	+0.61%	33
Eurizon Capital SGR S.p.A.	New	17,929	$658,445	0.0%	+2.46%	34
WORLDQUANT MILLENNIUM ADVISORS LLC	Decreased	17,715(-37.3%)	$649,786	0.0%	-9.53%	0
PRUDENTIAL PLC	New	16,805	$616,407	0.0%	+2.46%	34
Sanctuary Advisors, LLC	Decreased	16,669(-5.9%)	$611,404	0.0%	-8.15%	0
Pathstone Holdings, LLC	Decreased	16,495(-6.3%)	$605,045	0.0%	+4.40%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	15,142(+1.4%)	$555,409	0.0%	-6.47%	25
VIRGINIA RETIREMENT SYSTEMS ET Al	Decreased	14,210(-95.9%)	$521,223	0.0%	-4.73%	0
NOMURA HOLDINGS INC	Decreased	12,800(-20.2%)	$469,504	0.0%	+3.82%	0
MACKENZIE FINANCIAL CORP	Increased	12,076(+3.1%)	$445,812	0.0%	-9.73%	25
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Decreased	11,888(-0.4%)	$436,052	0.0%	+0.60%	0
Verition Fund Management LLC	Decreased	11,283(-50.8%)	$413,860	0.0%	+0.84%	0
Rockefeller Capital Management L.P.	Increased	11,175(+10.6%)	$409,921	0.0%	+3.46%	26
GUGGENHEIM CAPITAL LLC	Decreased	10,931(-3.9%)	$400,949	0.0%	-5.30%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	10,579(+64.7%)	$388,046	0.0%	-0.74%	35
Sequoia Financial Advisors, LLC	New	10,293	$377,550	0.0%	+2.46%	33
Wealthfront Advisers LLC	Decreased	9,815(-1.2%)	$360,014	0.0%	-4.56%	0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	Increased	9,581(+6.7%)	$351,177	0.0%	+3.56%	25
STIFEL FINANCIAL CORP	Decreased	9,537(-7.7%)	$349,806	0.0%	+6.86%	0
Cresset Asset Management, LLC	New	9,388	$344,352	0.0%	+2.46%	33
National Pension Service	Increased	8,133(+49.5%)	$298,318	0.0%	-3.20%	32
B. Metzler seel. Sohn & Co. AG	Unchanged	7,949	$291,569	0.0%	-10.65%	0
HB Wealth Management, LLC	New	7,396	$271,285	0.0%	+2.46%	32
PEAK6 LLC	Decreased	6,654(-7.3%)	$244,069	0.0%	-1.65%	0
Empowered Funds, LLC	Decreased	6,345(-15.5%)	$232,735	0.0%	-3.51%	0
ALPS ADVISORS INC	New	6,168	$226,242	0.0%	+2.46%	32
US BANCORP \DE\	Decreased	4,641(-16.8%)	$170,231	0.0%	-1.03%	0
ASSETMARK, INC	Increased	4,294(+96.9%)	$157,510	0.0%	-0.46%	36
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	4,009(-58.1%)	$147,050	0.0%	-8.48%	0
BROWN BROTHERS HARRIMAN & CO	Increased	3,303(+746.9%)	$121,154	0.0%	+1.06%	36
Steward Partners Investment Advisory, LLC	Decreased	3,295(-0.8%)	$120,860	0.0%	+11.77%	0
CIBC Private Wealth Group LLC	Decreased	2,944(-28.9%)	$107,986	0.0%	+2.16%	0
WHITTIER TRUST CO	Unchanged	2,187	$81,160	0.0%	+16.19%	0
Kestra Advisory Services, LLC	New	2,053	$75,320	0.0%	+2.46%	29
Allworth Financial LP	Increased	1,820(+23.1%)	$66,754	0.0%	-2.09%	25
Farther Finance Advisors, LLC	Increased	1,561(+86.0%)	$57,257	0.0%	+1.39%	32
JONES FINANCIAL COMPANIES LLLP	Increased	1,503(+56.1%)	$55,138	0.0%	-3.88%	20
FEDERATED HERMES, INC.	Decreased	1,283(-0.5%)	$47,060	0.0%	-11.49%	0
HUNTINGTON NATIONAL BANK	Decreased	1,150(-34.4%)	$42,181	0.0%	+4.45%	0
GROUP ONE TRADING LLC	New	868	$31,838	0.0%	+2.46%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	536(-8.7%)	$19,660	0.0%	-2.33%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	436,710(+0.4%)	$16,020	0.0%	+9.33%	18
BNP Paribas Asset Management Holding S.A.	Increased	146,800(+197.1%)	$5,384	0.0%	+2.31%	25
IFM Investors Pty Ltd	Increased	116,947(+0.5%)	$4,290	0.0%	-1.41%	15
MAI Capital Management	Unchanged	55	$2,018	0.0%	-6.20%	0
TRUIST FINANCIAL CORP	Exited	0(-100.0%)	$1.2M	0.0%	-4.93%	0
Virtu Financial LLC	Exited	0(-100.0%)	$453	0.0%	+1.33%	0
Magnetar Financial LLC	Exited	0(-100.0%)	$1.2M	0.0%	-0.69%	0
Erste Asset Management GmbH	New	0	$0	0.0%	+2.46%	17
MATHER GROUP, LLC.	Exited	0(-100.0%)	$21,983	0.0%	+1.33%	0
Robeco Institutional Asset Management B.V.	Exited	0(-100.0%)	$646,200	0.0%	-10.61%	0
D. E. Shaw & Co., Inc.	Exited	0(-100.0%)	$2.4M	0.0%	-6.89%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$410,120	0.0%	+1.33%	0
XTX Topco Ltd	Exited	0(-100.0%)	$1.1M	0.0%	-4.04%	0
Engineers Gate Manager LP	Exited	0(-100.0%)	$42.2M	0.0%	-7.07%	0
BAMCO INC /NY/	Exited	0(-100.0%)	$3.3M	0.0%	-7.07%	0
DIAMOND HILL CAPITAL MANAGEMENT INC	Exited	0(-100.0%)	$10.2M	0.0%	+7.07%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	Exited	0(-100.0%)	$2.6M	0.0%	-1.34%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$6,111	0.0%	+1.33%	0
Centiva Capital, LP	Exited	0(-100.0%)	$4.7M	0.0%	+1.33%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Exited	0(-100.0%)	$8.1M	0.0%	-4.80%	0
CI INVESTMENTS INC.	Exited	0(-100.0%)	$70	0.0%	+5.42%	0

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