American Healthcare REITAHR
13F holders, Q4 2025 (December 31)534holders +84
94new positions
32sold out
10famous investors
$47.14avg. 13F price*
At the end of Q4 2025, 534 institutions reported holding American Healthcare REIT Inc. (AHR) in their 13F filings, up 84 from Q3 2025. 94 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($947.6M) and Wellington Management Group LLP ($372.8M). 10 famous investors held it, including Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- American Healthcare REIT Inc.
- CUSIP
- 398182303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $454.0M |
| Exits | 32 | $54.2M |
All 13F filers, Q3 2025 → Q4 2025: 34,473,082 shares bought and 10,707,255 shares sold, net +23,765,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Vanguard Group Inc. | 0.02% | Add +6.1% | 24,974,195 | $1.2B |
| BlackRock, Inc. | 0.02% | Add +9.0% | 20,136,259 | $947.6M |
| Wellington Management Group LLP | 0.07% | Reduce -8.5% | 7,922,818 | $372.8M |
| Principal Financial Group Inc. | 0.17% | Reduce -19.4% | 7,194,467 | $338.6M |
| State Street Corp. | 0.01% | Add +3.0% | 7,085,670 | $335.2M |
| Royal Bank of Canada | 0.05% | Add +2984.1% | 6,161,549 | $290.0M |
| Geode Capital Management, LLC | 0.02% | Add +10.1% | 5,364,642 | $262.8M |
| Invesco Ltd. | 0.02% | Add +3.3% | 5,531,582 | $260.3M |
| FMR LLC | 0.01% | Add +48.3% | 5,269,584 | $248.0M |
| Alliancebernstein L.P. | 0.05% | Reduce -27.6% | 3,518,146 | $165.6M |
| WCM Investment Management, LLC | 0.34% | New | 3,408,275 | $162.7M |
| Prudential Financial Inc. | 0.20% | Reduce -15.2% | 3,448,572 | $162.3M |
| Centersquare Investment Management LLC | 1.40% | Reduce -2.6% | 3,021,872 | $142.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +10.4% | 2,930,019 | $137.9M |
| American Century Companies Inc. | 0.06% | Reduce -5.6% | 2,681,001 | $126.2M |
| Norges Bank | 0.01% | — | 2,558,500 | $120.4M |
| Federated Hermes, Inc. | 0.20% | Add +130.1% | 2,557,850 | $120.4M |
| Bank of America Corp. | 0.01% | Add +18.8% | 2,525,991 | $118.9M |
| Qube Research & Technologies Ltd | 0.16% | Add +72.5% | 2,376,873 | $111.9M |
| Deutsche Bank AG | 0.04% | Reduce -0.7% | 2,360,769 | $111.1M |
| Balyasny Asset Management L.P. | 0.20% | Add +354.0% | 2,153,129 | $101.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +38.1% | 2,016,074 | $94.9M |
| Nuveen, LLC | 0.02% | Add +18.8% | 1,899,549 | $89.4M |
| Morgan Stanley | 0.01% | Add +39.6% | 1,810,013 | $85.2M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 1,650,679 | $77.7M |
| Hudson Bay Capital Management LP | 0.46% | Add +87.9% | 1,541,333 | $72.5M |
| CBRE Investment Management Listed Real Assets LLC | 1.04% | Add +14.5% | 1,504,685 | $70.8M |
| Aberdeen Group plc | 0.10% | Add +24.5% | 1,338,967 | $63.0M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -5.1% | 1,243,267 | $58.5M |
| GRS Advisors, LLC | 4.92% | Reduce -21.4% | 1,164,327 | $54.8M |
| Voloridge Investment Management, LLC | 0.18% | Add +32.8% | 1,084,416 | $51.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.7% | 1,068,257 | $50.3M |
| Land & Buildings Investment Management, LLC | 8.24% | Reduce -8.6% | 1,053,206 | $49.6M |
| Legal & General Group Plc | 0.01% | Add +24.3% | 1,023,393 | $48.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.3% | 1,001,938 | $47.2M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -6.3% | 960,000 | $45.2M |
| Alyeska Investment Group, L.P. | 0.12% | New | 919,983 | $43.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +65.2% | 897,377 | $42.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -10.8% | 833,647 | $39.2M |
| Susquehanna International Group, LLP | 0.05% | Add +10236.3% | 833,624 | $39.2M |
| Nomura Asset Management International Inc. | 0.06% | — | 788,304 | $37.1M |
| LPL Financial LLC | 0.01% | Reduce -4.6% | 723,758 | $34.1M |
| Freestone Grove Partners LP | 0.24% | New | 694,952 | $32.7M |
| Millennium Management | 0.02% | Add +264.4% | 658,411 | $31.0M |
| Algert Global LLC | 0.45% | Add +51.5% | 616,644 | $29.0M |
| JPMorgan Chase & Co. | 0.00% | Add +23.6% | 579,481 | $27.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +78.6% | 550,738 | $25.9M |
| Jane Street Group, LLC | 0.03% | Reduce -14.0% | 536,874 | $25.3M |
| Neuberger Berman Group LLC | 0.02% | Reduce -1.1% | 535,153 | $25.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | New | 472,776 | $22.2M |
| Schonfeld Strategic Advisors LLC | 0.11% | New | 456,533 | $21.5M |
| Two Sigma Investments, LP | 0.03% | Add +1675.1% | 443,693 | $20.9M |
| Daiwa Securities Group Inc. | 0.07% | Add +5.9% | 443,678 | $20.9M |
| D. E. Shaw & Co. | 0.02% | New | 436,910 | $20.6M |
| Easterly Investment Partners LLC | 1.13% | New | 390,128 | $18.4M |
| Cander Asset Management LP | 3.36% | — | 386,368 | $18.2M |
| Lighthouse Investment Partners, LLC | 0.60% | Add +115.7% | 384,200 | $18.1M |
| Allianz Asset Management GmbH | 0.02% | Add +39.0% | 363,015 | $17.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -13.6% | 360,624 | $17.1M |
| Kennedy Capital Management LLC | 0.36% | Add +4.9% | 358,610 | $16.9M |
| First Trust Advisors LP | 0.01% | Reduce -12.6% | 351,387 | $16.5M |
| HSBC Holdings PLC | 0.01% | Add +61.9% | 345,590 | $16.3M |
| Verition Fund Management LLC | 0.09% | Add +94.7% | 336,667 | $15.8M |
| Swiss National Bank | 0.01% | Add +7.5% | 332,300 | $15.6M |
| Duff & Phelps Investment Management Co. | 0.18% | Add +30.1% | 328,275 | $15.4M |
| Aptus Capital Advisors, LLC | 0.13% | Add +0.2% | 327,843 | $15.4M |
| Point72 Asset Management | 0.02% | Add +12.2% | 323,166 | $15.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.4% | 322,493 | $15.2M |
| Barclays PLC | 0.01% | Add +2.3% | 317,658 | $14.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +9.2% | 301,134 | $14.2M |
| Covalis Capital LLP | 1.10% | New | 300,000 | $14.1M |
| Asset Management One Co., Ltd. | 0.04% | Add +16.0% | 291,426 | $14.1M |
| Wells Fargo & Company | 0.00% | Add +54.2% | 295,555 | $13.9M |
| APG Asset Management US Inc. | 0.11% | No change | 292,952 | $13.8M |
| Jain Global LLC | 0.14% | Add +353.5% | 291,439 | $13.7M |
| California Public Employees Retirement System | 0.01% | Add +16.0% | 283,707 | $13.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 281,706 | $13.3M |
| Apollo Management Holdings, L.P. | 0.16% | New | 281,320 | $13.2M |
| UBS Group AG | 0.00% | Reduce -34.5% | 268,239 | $12.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +8.9% | 267,681 | $12.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.07% | Reduce -19.3% | 267,550 | $12.6M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -11.9% | 265,287 | $12.5M |
| Renaissance Technologies | 0.02% | Reduce -64.3% | 259,131 | $12.2M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -4.8% | 256,179 | $12.1M |
| Van Lanschot Kempen Investment Management N.V. | 0.10% | Add +630.0% | 254,837 | $12.0M |
| Cetera Investment Advisers | 0.01% | Add +15.1% | 248,674 | $11.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +0.7% | 247,389 | $11.6M |
| Public Employees Retirement System of Ohio | 0.04% | Add +0.8% | 244,665 | $11.5M |
| Brookfield Corp | 0.01% | Reduce -36.8% | 243,075 | $11.4M |
| STRS Ohio | 0.04% | Add +7.9% | 234,900 | $11.1M |
| Boothbay Fund Management, LLC | 0.29% | Reduce -13.3% | 232,381 | $10.9M |
| Chilton Capital Management LLC | 0.37% | Reduce -35.1% | 228,216 | $10.8M |
| Rhumbline Advisers | 0.01% | Reduce -10.2% | 228,857 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Add +86.3% | 226,643 | $10.7M |
| B&I Capital AG | 3.79% | New | 226,570 | $10.7M |
| Baron Capital (BAMCO) | 0.03% | Add +13.2% | 226,459 | $10.7M |
| Bayhunt Capital LLC | 5.75% | — | 221,399 | $10.4M |
| Citigroup Inc. | 0.01% | Add +93.0% | 209,503 | $9.9M |
| Franklin Resources Inc. | 0.00% | Reduce -2.9% | 208,680 | $9.8M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +5.5% | 204,680 | $9.6M |
| Kingdon Capital Management, L.L.C. | 1.44% | New | 200,000 | $9.4M |
| Citadel Advisors | 0.01% | Add +1072.0% | 199,169 | $9.4M |
| State of Wisconsin Investment Board | 0.02% | Add +8.9% | 198,706 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Add +55.9% | 195,365 | $9.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.0% | 188,928 | $8.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.24% | Reduce -10.6% | 185,473 | $8.7M |
| Sei Investments Co. | 0.01% | Reduce -58.6% | 177,682 | $8.4M |
| Anchor Capital Advisors LLC | 0.23% | Add +3.1% | 172,086 | $8.1M |
| Merit Financial Group, LLC | 0.06% | Reduce -4.0% | 168,011 | $7.9M |
| Two Sigma Advisers, LP | 0.02% | New | 167,000 | $7.9M |
| Greenland Capital Management LP | 1.20% | Add +78.9% | 162,817 | $7.7M |
| California State Teachers Retirement System | 0.01% | Add +6.2% | 160,194 | $7.5M |
| Taproot Management LP | 1.16% | — | 152,164 | $7.2M |
| Edgestream Partners, L.P. | 0.20% | New | 151,924 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -8.2% | 151,812 | $7.1M |
| Ghisallo Capital Management LLC | 0.32% | No change | 150,000 | $7.1M |
| Clarion Wealth Managment Partners, LLC | 6.52% | Reduce -7.2% | 149,822 | $7.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +9.1% | 139,591 | $6.6M |
| Bahl & Gaynor LLC | 0.03% | New | 139,120 | $6.5M |
| Neo Ivy Capital Management | 1.02% | New | 136,925 | $6.4M |
| Independent Financial Group, LLC | 0.14% | Reduce -2.6% | 129,763 | $6.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -3.5% | 120,477 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Add +3.2% | 118,749 | $5.6M |
| Macquarie Group Ltd. | 0.02% | Reduce -88.4% | 113,595 | $5.3M |
| Squarepoint Ops LLC | 0.01% | New | 112,549 | $5.3M |
| Informed Momentum Co LLC | 0.59% | Reduce -1.9% | 112,391 | $5.3M |
| Uniplan Investment Counsel, Inc. | 0.54% | Add +141.5% | 111,461 | $5.2M |
| Renaissance Capital LLC | 3.40% | New | 100,247 | $4.7M |
| Seven Grand Managers, LLC | 0.36% | New | 100,000 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Add +28.2% | 98,953 | $4.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce 0.0% | 98,193 | $4.6M |
| Knights of Columbus Asset Advisors LLC | 0.25% | Reduce -29.1% | 94,318 | $4.4M |
| Hilton Capital Management, LLC | 0.32% | Add +0.5% | 89,531 | $4.2M |
| Amundi | 0.00% | Add +6.8% | 87,939 | $4.1M |
| Thames Capital Management LLC | 0.59% | New | 85,883 | $4.0M |
| Eurizon Capital SGR S.p.A. | 0.01% | — | 85,186 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.2% | 82,156 | $3.9M |
| First American Bank | 0.23% | Add +103.3% | 81,358 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +6.2% | 78,609 | $3.7M |
| Modern Wealth Management, LLC | 0.07% | Reduce -4.6% | 76,668 | $3.6M |
| Janus Henderson Group PLC | 0.00% | Add +7.6% | 76,296 | $3.6M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -0.2% | 74,247 | $3.6M |
| Jump Financial, LLC | 0.05% | New | 75,830 | $3.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | New | 74,240 | $3.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +48.9% | 73,058 | $3.4M |
| Cwm, LLC | 0.01% | Reduce -5.3% | 72,604 | $3.4M |
| Harbour Capital Advisors, LLC | 0.68% | Reduce -4.2% | 70,910 | $3.3M |
| Atom Investors LP | 0.27% | New | 71,093 | $3.3M |
| Credit Agricole S A | 0.01% | No change | 69,109 | $3.3M |
| SG Americas Securities, LLC | 0.00% | Add +15.6% | 67,444 | $3.2M |
| Vestcor Inc | 0.09% | Reduce -37.6% | 66,592 | $3.1M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -7.2% | 65,958 | $3.1M |
| Governors Lane LP | 0.28% | New | 64,100 | $3.0M |
| AQR Capital Management | 0.00% | Add +17.6% | 62,407 | $2.9M |
| Intech Investment Management LLC | 0.03% | No change | 61,575 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -8.6% | 59,143 | $2.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +891.6% | 58,899 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +9.0% | 55,283 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +5.9% | 54,747 | $2.6M |
| New York State Common Retirement Fund | 0.00% | Add +8.5% | 54,700 | $2.6M |
| Bridgefront Capital, LLC | 0.64% | Add +111.3% | 53,740 | $2.5M |
| FJ Capital Management LLC | 0.26% | Reduce -34.8% | 50,798 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -2.6% | 49,620 | $2.3M |
| Dark Forest Capital Management LP | 0.11% | Add +230.0% | 49,287 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +23.9% | 48,685 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.4% | 47,533 | $2.2M |
| Arizona State Retirement System | 0.01% | Add +0.1% | 47,224 | $2.2M |
| Rik Saylor Financial, Inc. | 1.62% | Reduce -0.5% | 47,066 | $2.2M |
| Brevan Howard Capital Management LP | 0.05% | Add +174.3% | 46,983 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Add +2.6% | 46,500 | $2.2M |
| Quadrature Capital Ltd | 0.02% | New | 46,389 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.1% | 46,250 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -2.5% | 45,752 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -20.9% | 45,722 | $2.1M |
| Van Eck Associates Corp. | 0.00% | Add +16.7% | 45,217 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.4% | 45,141 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -22.8% | 44,628 | $2.1M |
| Allworth Financial LP | 0.01% | Add +4.1% | 43,137 | $2.0M |
| Arkadios Wealth Advisors | 0.04% | Add +22.4% | 42,246 | $2.0M |
| Metis Global Partners, LLC | 0.05% | Add +16.4% | 41,844 | $2.0M |
| Creative Planning | 0.00% | Add +6.5% | 40,485 | $1.9M |
| Silver Oak Securities, Incorporated | 0.13% | Add +82.3% | 39,739 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +8.9% | 40,270 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.68% | Add +0.0% | 40,100 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.3% | 39,029 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +72.2% | 38,697 | $1.8M |
| Westpac Banking Corp. | 0.11% | Reduce -13.0% | 38,146 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +13.8% | 37,900 | $1.8M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.15% | New | 37,595 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.3% | 36,561 | $1.7M |
| WINTON GROUP Ltd | 0.06% | New | 35,176 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -23.2% | 34,700 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -2.5% | 33,169 | $1.6M |
| Marshall Wace, LLP | 0.00% | Add +70.7% | 33,617 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 33,427 | $1.6M |
| Scotia Capital Inc. | 0.01% | Add +19.5% | 32,231 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -52.3% | 31,150 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.0% | 31,008 | $1.5M |
| ProShare Advisors LLC | 0.00% | Add +13.5% | 30,927 | $1.5M |
| Erste Asset Management GmbH | 0.01% | Add +14.2% | 29,000 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +59.3% | 29,389 | $1.4M |
| Voya Investment Management LLC | 0.00% | No change | 29,225 | $1.4M |
| Harvest Investment Services, LLC | 0.25% | Add +330.8% | 27,845 | $1.3M |
| American Trust | 0.11% | Reduce -3.4% | 27,519 | $1.3M |
| IFM Investors Pty Ltd | 0.01% | Add +6.3% | 27,280 | $1.3M |
| Fortis Group Advisors, LLC | 0.21% | Reduce -1.3% | 27,202 | $1.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +9.5% | 26,920 | $1.3M |
| Capstone Investment Advisors, LLC | 0.01% | New | 25,944 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +9.3% | 25,776 | $1.2M |
| Petra Financial Advisors Inc. | 0.71% | Reduce -2.4% | 25,606 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +11.7% | 25,345 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -3.7% | 24,986 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | Add +7.6% | 24,583 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +12.8% | 24,321 | $1.1M |
| Summit Wealth Group LLC / Co. | 0.15% | Add +874.3% | 24,016 | $1.1M |
| XTX Topco Ltd | 0.03% | Reduce -55.7% | 23,967 | $1.1M |
| Focused Wealth Management, Inc | 0.12% | Reduce -3.1% | 23,621 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -11.6% | 23,330 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 22,966 | $1.1M |
| Diversify Wealth Management, LLC | 0.05% | Reduce -8.9% | 22,052 | $1.1M |
| A4 Wealth Advisors LLC | 0.90% | Reduce -58.4% | 22,075 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -44.6% | 21,786 | $1.0M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -41.0% | 21,717 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +177.2% | 21,529 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 21,176 | $997K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.4% | 21,126 | $994K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.7% | 20,894 | $983K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,833 | $980K |
| GAMCO Investors | 0.01% | No change | 20,000 | $941K |
| Storgate, LLC | 0.76% | — | 19,642 | $924K |
| Mariner, LLC | 0.00% | Reduce -43.3% | 19,703 | $924K |
| Florida Financial Advisors, LLC | 0.25% | Add +31.8% | 19,542 | $919K |
| Legacy Wealth Asset Management, LLC | 0.23% | New | 19,503 | $918K |
| Fred Alger Management, LLC | 0.00% | Reduce -64.9% | 19,124 | $905K |
| Trivium Point Advisory, LLC | 0.09% | Add +0.1% | 19,057 | $897K |
| Gallacher Capital Management LLC | 0.34% | Reduce -1.0% | 18,732 | $882K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.1% | 18,702 | $880K |
| Convergence Investment Partners, LLC | 0.17% | Add +14.8% | 18,700 | $880K |
| M&T Bank Corp | 0.00% | New | 17,854 | $840K |
| Strategic Blueprint, LLC | 0.05% | Reduce -11.7% | 17,743 | $835K |
| Polymer Capital Management (US) LLC | 0.11% | New | 17,654 | $831K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 17,631 | $830K |
| Fox Run Management, L.L.C. | 0.13% | New | 17,446 | $821K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -26.6% | 17,323 | $821K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.6% | 17,351 | $817K |
| Militia Capital Partners, LP | 0.30% | Reduce -10.5% | 17,100 | $805K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 17,046 | $802K |
| Miramontes Capital, LLC | 0.27% | — | 17,009 | $800K |
| Nvest Financial, LLC | 0.33% | Add +46.3% | 17,006 | $800K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 16,623 | $782K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -17.5% | 16,230 | $764K |
| Magnetar Financial LLC | 0.01% | Reduce -75.7% | 16,183 | $762K |
| Spire Wealth Management | 0.03% | Add +1.8% | 16,127 | $759K |
| COFG Advisors, LLC | 0.19% | — | 15,951 | $751K |
| Advisory Resource Group | 0.13% | Reduce -14.3% | 15,916 | $749K |
| Odyssean, LLC | 0.54% | — | 15,851 | $746K |
| SeaCrest Wealth Management, LLC | 0.08% | New | 15,742 | $745K |
| Quantinno Capital Management LP | 0.00% | Add +109.1% | 15,827 | $745K |
| Accel Wealth Management | 0.20% | Add +14.8% | 15,401 | $725K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 15,351 | $722K |
| Sigma Planning Corp | 0.02% | Add +4.5% | 14,969 | $704K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.1% | 14,279 | $672K |
| Arete Wealth Advisors, LLC | 0.05% | Add +10.6% | 14,254 | $671K |
| Castleview Partners, LLC | 0.33% | Add +46.3% | 14,071 | $662K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.0% | 13,972 | $658K |
| Cambria Investment Management, L.P. | 0.04% | New | 13,889 | $654K |
| Selective Wealth Management, Inc. | 0.20% | No change | 13,128 | $630K |
| Xponance LLC | 0.00% | Add +6.8% | 13,359 | $629K |
| Trek Financial, LLC | 0.04% | Reduce -2.6% | 13,296 | $626K |
| Harbour Investments, Inc. | 0.01% | Add +11.4% | 13,247 | $623K |
| State of Wyoming | 0.07% | Add +80.3% | 13,124 | $618K |
| Beacon Capital Management, LLC | 0.10% | Reduce -4.1% | 13,115 | $617K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 13,087 | $616K |
| Man Group plc | 0.00% | New | 12,979 | $611K |
| Swiss Life Asset Management Ltd | 0.00% | Add +80.4% | 12,884 | $606K |
| Mackenzie Financial Corp. | 0.00% | Add +0.8% | 12,693 | $605K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.4% | 12,825 | $604K |
| Cresset Asset Management, LLC | 0.00% | Reduce -30.8% | 12,669 | $599K |
| Cannon Global Investment Management, LLC | 1.59% | New | 12,700 | $598K |
| Peak Financial Advisors LLC | 0.27% | Reduce -2.4% | 12,670 | $596K |
| Waverly Advisors, LLC | 0.00% | New | 12,204 | $574K |
| VVR Holdings LLC | 0.30% | — | 12,139 | $571K |
| Baldwin Wealth Partners LLC | 0.04% | Reduce -19.4% | 12,108 | $570K |
| Gotham Asset Management | 0.00% | Reduce -5.2% | 12,012 | $565K |
| Baird Financial Group, Inc. | 0.00% | New | 11,527 | $542K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.5% | 11,398 | $536K |
| Cibc World Markets Corp. | 0.00% | — | 11,195 | $527K |
| Stifel Financial Corp. | 0.00% | Add +111.8% | 11,179 | $526K |
| HMS Capital Management, LLC | 0.22% | Reduce -1.3% | 11,167 | $526K |
| Vise Technologies, Inc. | 0.01% | New | 11,130 | $524K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -18.3% | 10,870 | $512K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.5% | 10,522 | $495K |
| HRC Wealth Management, LLC | 0.24% | Reduce -4.8% | 10,435 | $491K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -16.6% | 10,336 | $489K |
| Allstate Corp. | 0.01% | New | 10,103 | $475K |
| World Equity Group, Inc. | 0.13% | Reduce -1.2% | 10,058 | $473K |
| Cambridge Financial Group, LLC | 0.16% | No change | 11,993 | $473K |
| Fulcrum Equity Management | 0.45% | No change | 9,905 | $466K |
| Jones Financial Companies LLLP | 0.00% | Add +8.2% | 9,847 | $463K |
| Golden State Wealth Management, LLC | 0.05% | Add +0.1% | 9,815 | $462K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +95.3% | 9,679 | $455K |
| Csenge Advisory Group | 0.02% | Reduce -0.3% | 9,655 | $454K |
| Pure Financial Advisors, LLC | 0.01% | Add +7.8% | 9,531 | $449K |
| Lifestyle Asset Management, Inc. | 0.15% | No change | 9,482 | $446K |
| Medallion Wealth Advisors, LLC | 0.15% | Add +1.3% | 9,434 | $444K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.0% | 9,380 | $441K |
| RFG Advisory, LLC | 0.01% | Reduce -6.9% | 9,238 | $435K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.0% | 9,159 | $431K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 8,886 | $418K |
| Inscription Capital, LLC | 0.04% | Reduce -3.0% | 8,883 | $418K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +5.2% | 8,861 | $417K |
| Ethic Inc. | 0.01% | Reduce -3.9% | 8,843 | $416K |
| Concorde Asset Management, LLC | 0.17% | Reduce -31.8% | 8,798 | $414K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -19.6% | 8,674 | $408K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.9% | 8,577 | $404K |
| Sheets Smith Wealth Management | 0.04% | Add +30.9% | 8,521 | $401K |
| Fieldview Capital Management, LLC | 0.07% | Add +42.8% | 8,481 | $399K |
| Warwick Investment Management, Inc. | 0.06% | No change | 8,429 | $397K |
| S. R. Schill & Associates | 0.28% | No change | 8,339 | $392K |
| West Wealth Group, LLC | 0.08% | Add +0.6% | 8,332 | $392K |
| World Investment Advisors | 0.01% | Add +69.9% | 8,283 | $390K |
| Heritage Family Offices, LLP | 0.18% | Reduce -1.5% | 8,279 | $390K |
| Norinchukin Bank, The | 0.00% | Add +1.6% | 8,096 | $381K |
| Investmark Advisory Group LLC | 0.16% | Add +0.1% | 8,012 | $377K |
| Panoramic Investment Advisors, LLC | 0.20% | Reduce -7.9% | 8,006 | $377K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 7,908 | $372K |
| Atticus Wealth Management, LLC | 0.09% | No change | 7,811 | $368K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -33.5% | 7,804 | $367K |
| Mutual Advisors, LLC | 0.01% | Add +0.4% | 7,791 | $367K |
| Meeder Asset Management Inc. | 0.02% | Add +18.3% | 7,789 | $367K |
| Corient Private Wealth LP | 0.00% | Add +28.1% | 7,778 | $366K |
| Kovack Advisors, Inc. | 0.02% | Add +6.4% | 7,747 | $365K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.6% | 7,653 | $360K |
| Integrated Advisors Network LLC | 0.02% | Add +32.0% | 7,488 | $352K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 7,440 | $350K |
| A&I Financial Services, LLC | 0.17% | Add +8.4% | 7,422 | $349K |
| Integrity Alliance, Llc. | 0.01% | New | 7,393 | $348K |
| Benjamin Edwards Inc. | 0.00% | Add +1.6% | 7,367 | $347K |
| Tran Capital Management, L.P. | 0.04% | No change | 7,350 | $346K |
| Anson Capital, Inc. | 0.25% | Reduce -0.7% | 7,268 | $342K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 7,260 | $342K |
| Equitable Holdings, Inc. | 0.00% | New | 7,212 | $339K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 7,208 | $339K |
| Yousif Capital Management, LLC | 0.00% | New | 7,138 | $338K |
| Schnieders Capital Management, Llc. | 0.05% | New | 7,003 | $330K |
| Brookstone Capital Management | 0.00% | Add +7.0% | 6,945 | $327K |
| IFP Advisors, Inc | 0.01% | Add +191.5% | 6,853 | $323K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -23.1% | 6,819 | $321K |
| Smith, Moore & Co. | 0.02% | No change | 6,719 | $316K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.6% | 6,709 | $316K |
| Jefferies Financial Group Inc. | 0.00% | New | 6,628 | $312K |
| Caxton Associates LLP | 0.01% | New | 6,611 | $311K |
| Park Avenue Securities LLC | 0.00% | Reduce -19.3% | 6,585 | $310K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -28.6% | 6,533 | $309K |
| Biltmore Family Office, LLC | 0.04% | New | 6,488 | $307K |
| Vontobel Holding Ltd. | 0.00% | New | 6,432 | $303K |
| BDFS Capital LLC | 0.15% | — | 6,231 | $295K |
| International Assets Investment Management, LLC | 0.02% | Reduce -14.8% | 6,237 | $294K |
| ProVise Management Group, LLC | 0.02% | Reduce -1.8% | 6,187 | $291K |
| Western Wealth Management, LLC | 0.01% | Add +17.4% | 6,071 | $286K |
| Apriem Advisors | 0.03% | Reduce -0.9% | 5,981 | $281K |
| Highland Capital Management, LLC | 0.01% | Reduce -2.8% | 5,803 | $273K |
| Fiduciary Alliance LLC | 0.02% | Reduce -21.9% | 5,757 | $271K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.8% | 5,698 | $268K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -5.7% | 5,608 | $267K |
| AdvisorNet Financial, Inc | 0.01% | No change | 5,653 | $266K |
| Centaurus Financial, Inc. | 0.01% | Add +2.6% | 5,647 | $266K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -25.9% | 5,647 | $266K |
| Proactive Wealth Strategies LLC | 0.10% | New | 5,585 | $263K |
| Mgo One Seven LLC | 0.01% | Reduce -1.8% | 5,479 | $258K |
| EP Wealth Advisors, LLC | 0.00% | — | 5,455 | $257K |
| PFG Investments, LLC | 0.01% | Reduce -13.9% | 5,347 | $252K |
| Praxis Investment Management Inc. | 0.01% | New | 5,311 | $250K |
| Amalgamated Bank | 0.00% | Add +0.9% | 5,316 | $250K |
| Anb Bank | 0.10% | New | 5,289 | $249K |
| Savvy Advisors, Inc. | 0.01% | Add +0.2% | 5,288 | $249K |
| Smith Salley Wealth Management | 0.01% | No change | 5,234 | $246K |
| First Heartland Consultants, Inc. | 0.02% | No change | 5,233 | $246K |
| &partners | 0.00% | New | 5,199 | $245K |
| AlphaQuest LLC | 0.01% | Reduce -61.3% | 5,190 | $244K |
| West Michigan Advisors, LLC | 0.06% | No change | 5,129 | $243K |
| Norden Group LLC | 0.02% | Add +3.5% | 5,155 | $243K |
| Aquire Wealth Advisors, LLC | 0.06% | No change | 5,147 | $242K |
| Asset Dedication, LLC | 0.02% | No change | 5,141 | $242K |
| Saxony Capital Management, LLC | 0.15% | No change | 5,124 | $241K |
| Safe Harbor Family Capital, LLC | 0.21% | — | 5,115 | $241K |
| Gross & Hartman Investments LLC | 0.14% | — | 5,115 | $241K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,078 | $239K |
| Caliber Wealth Management, LLC / KS | 0.03% | No change | 5,056 | $238K |
| Denver Wealth Management, Inc. | 0.08% | Reduce -6.9% | 5,045 | $237K |
| Gaddis Premier Wealth Advisors LLC | 0.18% | — | 5,045 | $237K |
| HUB Investment Partners, LLC | 0.01% | No change | 5,014 | $236K |
| Kestra Investment Management, LLC | 0.01% | New | 4,990 | $235K |
| M&G PLC | 0.00% | Reduce -2.9% | 4,963 | $233K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 4,945 | $233K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +41.0% | 4,928 | $232K |
| Mangrove Partners Im, LLC | 0.02% | New | 4,923 | $232K |
| KBC Group NV | 0.00% | No change | 4,890 | $230K |
| Lazard Asset Management LLC | 0.00% | Reduce -88.0% | 4,854 | $228K |
| Assetmark, Inc. | 0.00% | Reduce -26.3% | 4,801 | $226K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -4.8% | 4,728 | $223K |
| Venture Visionary Partners LLC | 0.01% | New | 4,720 | $222K |
| GPS Wealth Strategies Group, LLC | 0.19% | Reduce -94.0% | 4,666 | $220K |
| Capital Advisory Group Advisory Services, LLC | 0.06% | New | 4,649 | $219K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +13.3% | 4,528 | $213K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -8.8% | 4,416 | $211K |
| Composition Wealth, LLC | 0.00% | New | 4,471 | $210K |
| Leelyn Smith, LLC | 0.03% | New | 4,450 | $209K |
| Navis Wealth Advisors, LLC | 0.09% | New | 4,428 | $208K |
| Amicus Financial Advisors, LLC | 0.06% | — | 4,375 | $206K |
| 111 Capital | 0.04% | New | 4,362 | $205K |
| Balboa Wealth Partners | 0.03% | Reduce -33.7% | 4,250 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.9% | 3,786 | $178K |
| Creative Financial Designs Inc. | 0.01% | Add +12.7% | 3,756 | $177K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +235.2% | 3,691 | $174K |
| Global Retirement Partners, LLC | 0.00% | Add +206.7% | 3,551 | $167K |
| Strategic Advocates LLC | 0.04% | No change | 3,464 | $165K |
| Smartleaf Asset Management LLC | 0.01% | Add +960.8% | 3,437 | $164K |
| Exchange Traded Concepts, LLC | 0.00% | Add +22.1% | 3,439 | $162K |
| CX Institutional | 0.00% | Reduce -35.1% | 3,413 | $161K |
| Tidemark, LLC | 0.04% | Add +0.1% | 3,199 | $151K |
| Nova Wealth Management, Inc. | 0.10% | Reduce -49.0% | 3,122 | $147K |
| POM Investment Strategies, LLC | 0.07% | Add +49.1% | 3,084 | $145K |
| FNY Investment Advisers, LLC | 0.04% | New | 3,000 | $141K |
| WPG Advisers, LLC | 0.10% | Reduce -88.1% | 2,934 | $138K |
| GF Fund Management Co. LTD. | 0.00% | Add +5.8% | 2,793 | $131K |
| NFSG Corp | 0.02% | Reduce -14.8% | 2,751 | $129K |
| Triumph Capital Management | 0.03% | New | 2,609 | $123K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.6% | 2,602 | $122K |
| Franchise GP Ltd | 0.14% | — | 2,575 | $121K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -23.2% | 2,508 | $119K |
| GAMMA Investing LLC | 0.01% | Add +21.2% | 2,488 | $117K |
| Huntington National Bank | 0.00% | Reduce -3.4% | 2,157 | $102K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 2,012 | $95K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -44.5% | 1,867 | $88K |
| Fifth Third Bancorp | 0.00% | Add +46.7% | 1,837 | $86K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.9% | 1,799 | $85K |
| Quantbot Technologies LP | 0.00% | Reduce -84.5% | 1,788 | $84K |
| Arax Advisory Partners | 0.00% | Reduce -41.5% | 1,702 | $80K |
| FIL Ltd | 0.00% | Reduce -38.3% | 1,650 | $78K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,610 | $77K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,626 | $77K |
| Signaturefd, LLC | 0.00% | Add +1.3% | 1,543 | $73K |
| Spirit of America Management Corp. | 0.01% | Add +50.0% | 1,500 | $71K |
| Rockefeller Capital Management L.P. | 0.00% | Add +402.1% | 1,461 | $69K |
| Decker Retirement Planning Inc. | 0.03% | No change | 1,288 | $61K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 1,235 | $58K |
| Acadian Asset Management LLC | 0.00% | New | 1,218 | $57K |
| Prosperity Bancshares Inc | 0.05% | — | 1,140 | $54K |
| US Bancorp \de | 0.00% | Add +2.8% | 1,115 | $52K |
| Kozak & Associates, Inc. | 0.01% | No change | 1,088 | $51K |
| Avalon Trust Co | 0.00% | Reduce -42.3% | 989 | $47K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.8% | 943 | $44K |
| North Star Investment Management Corp. | 0.00% | Reduce -42.6% | 916 | $43K |
| New England Capital Financial Advisors LLC | 0.02% | Add +0.6% | 914 | $43K |
| Versant Capital Management, Inc | 0.01% | Add +3.2% | 898 | $42K |
| Darwin Wealth Management, LLC | 0.01% | No change | 833 | $39K |
| Wolff Wiese Magana LLC | 0.02% | No change | 832 | $39K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 810 | $38K |
| Larson Financial Group LLC | 0.00% | Reduce -8.6% | 791 | $37K |
| Loomis Sayles & Co. L P | 0.00% | No change | 761 | $36K |
| Los Angeles Capital Management LLC | 0.00% | New | 742 | $34K |
| Kemnay Advisory Services Inc. | 0.00% | New | 620 | $29K |
| Gen-Wealth Partners Inc | 0.01% | No change | 585 | $28K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 563 | $26K |
| CoreCap Advisors, LLC | 0.00% | Reduce -69.3% | 563 | $26K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 555 | $26K |
| Silicon Valley Capital Partners | 0.00% | Add +0.6% | 513 | $24K |
| Financial Avengers, Inc. | 0.01% | Reduce -46.0% | 500 | $24K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 481 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | New | 448 | $21K |
| Center for Financial Planning, Inc. | 0.00% | No change | 432 | $20K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -100.0% | 421 | $20K |
| Grove Bank & Trust | 0.00% | Reduce -74.9% | 414 | $19K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 392 | $18K |
| Eastern Bank | 0.00% | New | 377 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.9% | 352 | $17K |
| Covestor Ltd | 0.01% | No change | 336 | $16K |
| Optima Capital LLC | 0.01% | New | 318 | $15K |
| Archer Investment Corp | 0.00% | Reduce -33.3% | 310 | $15K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 299 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | New | 300 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 258 | $12K |
| Clearstead Advisors, LLC | 0.00% | No change | 254 | $12K |
| Rothschild Investment LLC | 0.00% | Reduce -8.1% | 217 | $10K |
| Whittier Trust Co. | 0.00% | No change | 206 | $10K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -9.1% | 200 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 195 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 189 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.2% | 174 | $8K |
| DV Trading LLC | 0.00% | — | 170 | $8K |
| Capital Analysts, LLC | 0.00% | New | 165 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 157 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 154 | $7K |
| Bangor Savings Bank | 0.00% | New | 151 | $7K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 146 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 108 | $5K |
| Quent Capital, LLC | 0.00% | No change | 100 | $5K |
| High Note Wealth, LLC | 0.00% | Reduce -11.4% | 78 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 75 | $4K |
| Bell Investment Advisors, Inc | 0.00% | New | 74 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 50 | $2K |
| Elyxium Wealth, LLC | 0.00% | New | 43 | $2K |
| Kilter Group LLC | 0.00% | New | 42 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -20.8% | 42 | $2K |
| Lanark Financial, Inc. | 0.00% | Add +11.1% | 40 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 38 | $2K |
| Group One Trading LLC | 0.00% | New | 35 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 30 | $1K |
| TD Private Client Wealth LLC | 0.00% | Reduce -12.1% | 29 | $1K |
| Motco | 0.00% | No change | 27 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 24 | $1K |
| Quarry LP | 0.00% | Reduce -81.7% | 24 | $1K |
| MAI Capital Management | 0.00% | New | 22 | $1K |
| Rossby Financial, LCC | 0.00% | New | 22 | $1K |
| Zions Bancorporation, National Association | 0.00% | New | 21 | $988 |
| UMB Bank, n.a. | 0.00% | No change | 21 | $988 |
| Parallel Advisors, LLC | 0.00% | No change | 20 | $941 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 19 | $894 |
| Stone House Investment Management, LLC | 0.00% | New | 18 | $847 |
| Rialto Wealth Management, LLC | 0.00% | No change | 17 | $801 |
| Principia Wealth Advisory, LLC | 0.00% | Add +114.3% | 15 | $706 |
| Private Trust Co. NA | 0.00% | No change | 14 | $659 |
| Cornerstone Planning Group LLC | 0.00% | New | 14 | $649 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 11 | $518 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 11 | $518 |
| Dunhill Financial, LLC | 0.00% | New | 8 | $387 |
| Quaker Wealth Management, LLC | 0.00% | New | 5 | $236 |
| American Capital Advisory, LLC | 0.00% | New | 5 | $236 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 2 | $95 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $48 |
| Truvestments Capital LLC | 0.00% | No change | 1 | $33 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 18 | $18 |
| Avion Wealth | 0.00% | New | 11 | $0 |
"% of holder's portfolio" is AHR's weight in each manager's 13F, not the share of American Healthcare REIT Inc. the manager owns.