Healthpeak PropertiesDOC
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 761 institutions reported holding Healthpeak Properties Inc. (DOC) in their 13F filings, up 26 from Q3 2024. 62 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.7B) and State Street Corp. ($961.2M). 9 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Healthpeak Properties Inc.
- Sector
- Real Estate
- CUSIP
- 42250P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $312.9M |
| Exits | 70 | $105.5M |
All 13F filers, Q3 2024 → Q4 2024: 56,559,154 shares bought and 53,916,957 shares sold, net +2,642,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 761 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.5% | 111,646,375 | $2.3B |
| BlackRock, Inc. | 0.03% | Add +2.8% | 83,961,599 | $1.7B |
| State Street Corp. | 0.04% | Reduce -0.8% | 47,424,300 | $961.2M |
| JPMorgan Chase & Co. | 0.03% | Reduce -8.8% | 19,666,516 | $398.6M |
| Invesco Ltd. | 0.07% | Reduce -6.1% | 19,143,490 | $388.0M |
| Geode Capital Management, LLC | 0.03% | Add +3.6% | 18,355,772 | $371.2M |
| Principal Financial Group Inc. | 0.20% | Add +2113.5% | 18,133,812 | $367.6M |
| Fuller & Thaler Asset Management, Inc. | 1.33% | Add +10.6% | 17,267,917 | $350.0M |
| Morgan Stanley | 0.02% | Reduce -5.5% | 12,335,732 | $250.0M |
| Centersquare Investment Management LLC | 2.40% | Add +3.7% | 11,215,516 | $227.3M |
| Legal & General Group Plc | 0.06% | Reduce -3.9% | 10,990,786 | $222.8M |
| Northern Trust Corp. | 0.03% | Add +32.6% | 10,526,223 | $213.4M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.4% | 10,315,074 | $209.1M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +0.5% | 10,153,450 | $205.8M |
| Cullen Capital Management, LLC | 2.08% | Reduce -0.2% | 8,820,838 | $178.8M |
| Deutsche Bank AG | 0.07% | Reduce -3.9% | 8,459,762 | $171.5M |
| Norges Bank | 0.02% | Add +1.3% | 8,229,093 | $166.8M |
| Nuveen Asset Management, LLC | 0.04% | Add +5.4% | 7,400,886 | $150.0M |
| Foresight Group Ltd Liability Partnership | 22.76% | Reduce -16.0% | 1,219,388 | $146.9M |
| PGGM Investments | 1.93% | Reduce -2.4% | 7,166,234 | $145.3M |
| Ameriprise Financial Inc. | 0.03% | Add +15.6% | 6,671,491 | $134.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.1% | 6,511,167 | $132.0M |
| Resolution Capital Ltd | 2.21% | New | 6,057,961 | $122.8M |
| Bank of America Corp. | 0.01% | Reduce -15.2% | 5,463,749 | $110.8M |
| American Century Companies Inc. | 0.06% | Add +0.6% | 5,372,508 | $108.9M |
| CBRE Investment Management Listed Real Assets LLC | 1.72% | Reduce -2.0% | 4,777,769 | $96.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.92% | Reduce -0.2% | 4,547,175 | $92.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.6% | 4,287,547 | $86.9M |
| Long Pond Capital, LP | 4.58% | New | 4,286,388 | $86.9M |
| CI Investments Inc. | 0.29% | Reduce -28.5% | 3,819,993 | $77.4M |
| LPL Financial LLC | 0.03% | Add +16.9% | 3,628,407 | $73.5M |
| FMR LLC | 0.00% | Add +19.8% | 3,512,772 | $71.2M |
| UBS Group AG | 0.02% | Add +62.3% | 3,411,170 | $69.1M |
| Russell Investments Group, Ltd. | 0.09% | Reduce -20.4% | 3,117,982 | $63.2M |
| Aberdeen Group plc | 0.11% | Add +2.7% | 2,824,519 | $56.9M |
| Amundi | 0.02% | Reduce -25.1% | 2,665,042 | $54.2M |
| Schroder Investment Management Group | 0.05% | Reduce -22.1% | 2,636,630 | $52.7M |
| Alyeska Investment Group, L.P. | 0.20% | Add +160.5% | 2,591,773 | $52.5M |
| Douglas Lane & Associates, LLC | 0.74% | Add +73.4% | 2,574,455 | $52.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -44.9% | 2,471,651 | $50.1M |
| APG Asset Management US Inc. | 0.38% | Add +26.5% | 2,470,270 | $50.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.6% | 2,385,455 | $48.4M |
| HSBC Holdings PLC | 0.03% | Add +6.7% | 2,179,288 | $44.1M |
| STRS Ohio | 0.16% | Reduce -3.8% | 2,034,332 | $41.2M |
| Swiss National Bank | 0.03% | Reduce -5.4% | 1,975,516 | $40.0M |
| GW&K Investment Management, LLC | 0.29% | Reduce -0.6% | 1,705,163 | $34.6M |
| National Bank of Canada | 0.04% | Add +56120.9% | 1,686,065 | $34.2M |
| Allianz Asset Management GmbH | 0.05% | Reduce -0.7% | 1,607,808 | $32.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +7.1% | 1,586,022 | $32.4M |
| Man Group plc | 0.10% | Reduce -38.7% | 1,507,377 | $30.6M |
| Sei Investments Co. | 0.04% | Reduce -17.5% | 1,496,951 | $30.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | — | 1,487,557 | $30.2M |
| Systematic Financial Management LP | 0.76% | Add +3.7% | 1,472,448 | $29.8M |
| BNP Paribas Financial Markets | 0.02% | New | 1,459,278 | $29.6M |
| Crawford Investment Counsel Inc. | 0.53% | Add +7.1% | 1,444,526 | $29.3M |
| AXA S.A. | 0.09% | Reduce -8.9% | 1,428,103 | $28.9M |
| Zacks Investment Management | 0.27% | Add +6.5% | 1,427,638 | $28.9M |
| AQR Capital Management | 0.04% | Reduce -23.8% | 1,434,450 | $28.9M |
| Victory Capital Management Inc. | 0.03% | Add +0.2% | 1,423,153 | $28.8M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +2.1% | 1,366,977 | $27.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -82.5% | 1,346,698 | $27.3M |
| Asset Management One Co., Ltd. | 0.09% | Add +1.4% | 1,327,409 | $26.7M |
| Federated Hermes, Inc. | 0.06% | Reduce -2.6% | 1,296,871 | $26.3M |
| Rhumbline Advisers | 0.02% | Reduce -0.8% | 1,284,665 | $26.0M |
| Renaissance Technologies | 0.04% | Add +8.3% | 1,280,268 | $26.0M |
| Brookfield Corp | 0.16% | Reduce -11.4% | 1,278,619 | $25.9M |
| Public Employees Retirement System of Ohio | 0.09% | Reduce -2.5% | 1,246,377 | $25.3M |
| California Public Employees Retirement System | 0.02% | Reduce -6.7% | 1,225,682 | $24.8M |
| Zurich Insurance Group Ltd | 0.20% | Reduce -33.5% | 1,185,069 | $24.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.9% | 1,184,881 | $24.0M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +3.1% | 1,140,961 | $23.1M |
| Macquarie Group Ltd. | 0.03% | Add +1.7% | 1,181,855 | $23.1M |
| Prudential Financial Inc. | 0.03% | Reduce -25.1% | 1,135,378 | $23.0M |
| National Pension Service | 0.02% | New | 1,116,335 | $22.6M |
| Raymond James Financial Inc. | 0.01% | — | 1,112,244 | $22.5M |
| Royal Bank of Canada | 0.00% | Add +52.5% | 1,080,999 | $21.9M |
| Barclays PLC | 0.01% | Reduce -30.7% | 1,063,294 | $21.6M |
| Pictet Asset Management Holding SA | 0.02% | Add +5.8% | 1,051,330 | $21.3M |
| Worldquant Millennium Advisors LLC | 0.13% | Add +14.6% | 1,011,858 | $20.5M |
| California State Teachers Retirement System | 0.02% | Reduce -9.3% | 998,080 | $20.2M |
| M&T Bank Corp | 0.07% | Reduce -1.0% | 995,537 | $20.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 993,797 | $20.1M |
| Keybank National Association | 0.07% | Add +36.3% | 934,490 | $18.9M |
| Lighthouse Investment Partners, LLC | 0.66% | Add +26.3% | 840,000 | $17.0M |
| Hudson Bay Capital Management LP | 0.12% | Add +42.3% | 839,518 | $17.0M |
| Susquehanna Fundamental Investments, LLC | 0.28% | — | 811,564 | $16.5M |
| Verition Fund Management LLC | 0.08% | Add +53.8% | 804,856 | $16.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +42.9% | 768,800 | $15.6M |
| Millennium Management | 0.01% | Reduce -83.1% | 749,508 | $15.2M |
| Presima Securities ULC | 3.47% | Reduce -29.2% | 695,216 | $14.1M |
| Wells Fargo & Company | 0.00% | Add +20.9% | 679,464 | $13.8M |
| Foundry Partners, LLC | 0.69% | Add +23.1% | 678,555 | $13.8M |
| Nuance Investments, LLC | 0.56% | Reduce -10.5% | 677,938 | $13.7M |
| 1832 Asset Management L.P. | 0.02% | Add +103.4% | 675,945 | $13.7M |
| Bank of Montreal | 0.01% | Reduce -22.2% | 659,266 | $13.4M |
| Handelsbanken Fonder AB | 0.05% | Add +29.2% | 658,929 | $13.4M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -1.5% | 653,443 | $13.2M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +5.2% | 640,955 | $13.0M |
| Oppenheimer Asset Management Inc. | 0.16% | Reduce -8.5% | 639,427 | $13.0M |
| Duff & Phelps Investment Management Co. | 0.15% | Reduce -1.9% | 637,478 | $12.9M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.0% | 622,387 | $12.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -9.9% | 622,100 | $12.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Reduce -25.9% | 620,925 | $12.6M |
| New York State Teachers Retirement System | 0.03% | Add +8.4% | 619,951 | $12.6M |
| Altrinsic Global Advisors LLC | 0.57% | Add +0.7% | 577,939 | $11.7M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 558,446 | $11.3M |
| Citigroup Inc. | 0.01% | Reduce -11.1% | 549,956 | $11.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.8% | 538,228 | $10.9M |
| Calamos Advisors LLC | 0.07% | No change | 506,055 | $10.3M |
| DAVENPORT & Co LLC | 0.06% | Add +9.2% | 496,043 | $10.1M |
| Brookstone Capital Management | 0.15% | Add +2.1% | 491,831 | $10.0M |
| Isthmus Partners, LLC | 1.21% | Reduce -3.3% | 489,529 | $9.9M |
| Aviva PLC | 0.03% | Reduce -58.0% | 486,252 | $9.9M |
| First Trust Advisors LP | 0.01% | Add +231.8% | 478,098 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.7% | 476,602 | $9.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | — | 474,158 | $9.6M |
| Toronto Dominion Bank | 0.02% | Add +32.3% | 463,115 | $9.4M |
| Lasalle Investment Management Securities LLC | 0.40% | Reduce -86.9% | 461,465 | $9.4M |
| Heitman Real Estate Securities LLC | 0.59% | Reduce -85.1% | 451,657 | $9.2M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -2.5% | 450,156 | $9.1M |
| Squarepoint Ops LLC | 0.02% | Add +110.2% | 443,912 | $9.0M |
| Forsta Ap-Fonden | 0.06% | Add +98.9% | 443,800 | $9.0M |
| Sarasin & Partners LLP | 0.10% | Reduce -2.9% | 442,757 | $9.0M |
| Achmea Investment Management B.V. | 0.14% | Add +34.7% | 431,323 | $8.7M |
| Varma Mutual Pension Insurance Co | 0.07% | Reduce -9.1% | 429,950 | $8.7M |
| Associated Banc-Corp | 0.26% | Reduce -7.7% | 426,354 | $8.6M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -12.3% | 416,780 | $8.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -0.3% | 408,267 | $8.3M |
| Marshall Wace, LLP | 0.01% | Reduce -29.4% | 402,181 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -25.0% | 399,334 | $8.1M |
| Susquehanna International Group, LLP | 0.01% | Add +154.9% | 392,966 | $8.0M |
| Quantinno Capital Management LP | 0.08% | Add +13.0% | 392,467 | $8.0M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +1.1% | 394,461 | $7.9M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 395,393 | $7.9M |
| Oxbow Advisors, LLC | 0.93% | Add +1.1% | 379,016 | $7.7M |
| Truist Financial Corp. | 0.01% | Reduce -1.1% | 378,525 | $7.7M |
| Employees Retirement System of Texas | 0.08% | Add +20.9% | 376,712 | $7.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +36.5% | 375,986 | $7.6M |
| Comerica Bank | 0.03% | Reduce -2.6% | 374,665 | $7.6M |
| GSI Capital Advisors LLC | 3.96% | Reduce -0.1% | 369,840 | $7.5M |
| Tectonic Advisors LLC | 0.49% | Add +10.9% | 368,394 | $7.5M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.7% | 367,036 | $7.4M |
| APG Asset Management N.V. | 0.02% | New | 378,200 | $7.4M |
| Danske Bank A/S | 0.02% | Add +3.6% | 355,756 | $7.2M |
| Point72 Asset Management | 0.02% | Add +197.3% | 352,339 | $7.1M |
| Cornerstone Capital, Inc. | 0.75% | Reduce -17.1% | 351,049 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.6% | 349,884 | $7.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.4% | 343,476 | $7.0M |
| Andra AP-fonden | 0.11% | Reduce -9.9% | 343,300 | $7.0M |
| Cubist Systematic Strategies, LLC | 0.11% | Add +23.4% | 342,268 | $6.9M |
| CHURCHILL MANAGEMENT Corp | 0.07% | Add +6.5% | 337,883 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.7% | 334,385 | $6.8M |
| Korea Investment CORP | 0.02% | Reduce -21.3% | 333,570 | $6.8M |
| Daiwa Securities Group Inc. | 0.03% | Add +1.0% | 331,106 | $6.7M |
| Natixis | 0.04% | Add +6.0% | 326,032 | $6.6M |
| Van Eck Associates Corp. | 0.01% | Add +0.1% | 320,599 | $6.5M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.5% | 315,445 | $6.4M |
| Pinebridge Investments, L.P. | 0.05% | Add +8.2% | 313,428 | $6.4M |
| IFM Investors Pty Ltd | 0.06% | Reduce -3.2% | 310,628 | $6.3M |
| Foster Victor Wealth Advisors, LLC | 0.48% | Add +5.5% | 301,632 | $6.3M |
| Vert Asset Management LLC | 2.11% | Add +11.1% | 304,219 | $6.2M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -1.8% | 304,010 | $6.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -39.6% | 301,317 | $6.1M |
| UniSuper Management Pty Ltd | 0.04% | Add +7.2% | 298,254 | $6.0M |
| TD Asset Management Inc | 0.01% | Add +17.8% | 298,123 | $6.0M |
| Stifel Financial Corp. | 0.01% | Reduce -23.0% | 296,568 | $6.0M |
| AMF Tjanstepension AB | 0.04% | Reduce -57.9% | 285,747 | $5.8M |
| Two Sigma Advisers, LP | 0.01% | New | 280,764 | $5.7M |
| Lightrock Netherlands B.V. | 2.00% | — | 279,283 | $5.7M |
| Magnetar Financial LLC | 0.15% | Add +86.5% | 277,995 | $5.6M |
| Wealthfront Advisers LLC | 0.02% | Add +5.6% | 270,753 | $5.5M |
| Guggenheim Capital LLC | 0.04% | Reduce -45.3% | 267,937 | $5.4M |
| Picton Mahoney Asset Management | 0.20% | Reduce -0.4% | 264,825 | $5.4M |
| Clean Yield Group | 1.69% | Reduce -5.3% | 261,720 | $5.3M |
| Storebrand Asset Management As | 0.02% | Add +23.6% | 256,268 | $5.2M |
| Voya Investment Management LLC | 0.01% | Reduce -6.3% | 254,474 | $5.2M |
| Davis Selected Advisers | 0.03% | Reduce -0.7% | 248,366 | $5.0M |
| Citadel Advisors | 0.00% | Reduce -93.7% | 246,639 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -5.5% | 246,045 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -5.5% | 246,045 | $5.0M |
| Mutual of America Capital Management LLC | 0.05% | Add +3.0% | 243,976 | $4.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.05% | Add +5.6% | 233,767 | $4.7M |
| Sophron Capital Management L.P. | 1.84% | — | 229,940 | $4.7M |
| Credit Agricole S A | 0.02% | Add +61.2% | 227,439 | $4.6M |
| Pensionfund PDN | 2.84% | Reduce -21.0% | 225,473 | $4.6M |
| Allstate Corp. | 0.13% | Reduce -8.3% | 223,428 | $4.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +1.6% | 223,148 | $4.5M |
| Illinois Municipal Retirement Fund | 0.06% | Add +34.4% | 222,161 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -8.5% | 202,134 | $4.5M |
| Intact Investment Management Inc. | 0.15% | Reduce -14.7% | 218,800 | $4.4M |
| KLP Kapitalforvaltning As | 0.02% | — | 215,219 | $4.4M |
| Algert Global LLC | 0.10% | New | 211,616 | $4.3M |
| NewSquare Capital LLC | 0.34% | Reduce -0.9% | 213,214 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +98.2% | 207,298 | $4.2M |
| Crestline Management, L.P. | 0.15% | New | 207,118 | $4.2M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -11.3% | 206,883 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Add +0.7% | 205,644 | $4.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -36.2% | 205,396 | $4.2M |
| Arizona State Retirement System | 0.03% | Add +0.7% | 203,112 | $4.1M |
| Catalyst Funds Management Pty Ltd | 1.00% | Add +0.8% | 199,112 | $4.0M |
| State of Michigan Retirement System | 0.02% | Reduce -1.0% | 189,793 | $3.8M |
| Vestcor Inc | 0.13% | Add +137.3% | 187,499 | $3.8M |
| Twinbeech Capital LP | 0.07% | New | 187,486 | $3.8M |
| KBC Group NV | 0.01% | Reduce -75.5% | 187,069 | $3.8M |
| Metis Global Partners, LLC | 0.11% | Add +6.5% | 186,503 | $3.8M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +7.8% | 185,707 | $3.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.8% | 186,305 | $3.7M |
| Tocqueville Asset Management L.P. | 0.06% | Reduce -19.3% | 184,205 | $3.7M |
| Creative Planning | 0.00% | Reduce -4.3% | 183,782 | $3.7M |
| Public Sector Pension Investment Board | 0.02% | Add +47.3% | 181,497 | $3.7M |
| USS Investment Management Ltd | 0.03% | Reduce -33.4% | 177,557 | $3.6M |
| ProShare Advisors LLC | 0.01% | Add +29.8% | 176,001 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 175,866 | $3.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 174,222 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +2.0% | 172,276 | $3.5M |
| Corebridge Financial, Inc. | 0.02% | Reduce -5.2% | 165,610 | $3.4M |
| Wellington Management Group LLP | 0.00% | Add +122.8% | 155,777 | $3.2M |
| Aristotle Capital Boston, LLC | 0.11% | New | 151,678 | $3.1M |
| Czech National Bank | 0.03% | Add +5.8% | 151,654 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -5.1% | 149,102 | $3.0M |
| Wolff Wiese Magana LLC | 1.99% | Add +0.9% | 148,636 | $3.0M |
| Groupama Asset Managment | 0.06% | Reduce -7.7% | 149,451 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 146,902 | $3.0M |
| NFJ Investment Group, LLC | 0.10% | Reduce -1.4% | 145,908 | $3.0M |
| DNB Asset Management AS | 0.01% | Add +3.0% | 145,884 | $3.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 142,792 | $2.9M |
| Bessemer Group Inc. | 0.00% | Reduce -1.5% | 138,849 | $2.8M |
| Baron Capital (BAMCO) | 0.01% | Reduce -53.9% | 138,220 | $2.8M |
| Independent Financial Group, LLC | 0.09% | Add +5.4% | 138,006 | $2.8M |
| Westpac Banking Corp. | 0.18% | New | 134,553 | $2.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +14.0% | 133,900 | $2.7M |
| Amalgamated Bank | 0.02% | Reduce -3.3% | 133,883 | $2.7M |
| Generali Asset Management SPA SGR | 0.07% | — | 132,689 | $2.7M |
| HRT Financial LP | 0.01% | Reduce -23.8% | 131,378 | $2.7M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.69% | Add +295.8% | 129,022 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +350.4% | 125,124 | $2.5M |
| MFG Wealth Management, Inc. | 2.30% | — | 123,623 | $2.5M |
| Gotham Asset Management | 0.02% | Reduce -4.3% | 123,500 | $2.5M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.08% | No change | 124,622 | $2.5M |
| Quantitative Investment Management, LLC | 0.19% | New | 122,584 | $2.5M |
| Jackson Hole Capital Partners, LLC | 0.50% | Reduce -6.4% | 121,944 | $2.5M |
| NorthCoast Asset Management LLC | 0.01% | Add +44.9% | 121,086 | $2.5M |
| LDR Capital Management LLC | 4.67% | Reduce -25.7% | 120,375 | $2.4M |
| New Age Alpha Advisors, LLC | 0.10% | New | 118,683 | $2.4M |
| Aew Capital Management L P | 0.12% | Reduce -95.7% | 117,479 | $2.4M |
| Utah Retirement Systems | 0.03% | No change | 115,747 | $2.3M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -31.9% | 115,300 | $2.3M |
| Landscape Capital Management, L.L.C. | 0.25% | Add +159.3% | 114,553 | $2.3M |
| Meridian Investment Counsel Inc. | 0.68% | Reduce -1.8% | 112,911 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.7% | 112,126 | $2.3M |
| Pensionfund Sabic | 0.59% | No change | 111,755 | $2.3M |
| Candriam S.C.A. | 0.01% | Add +13.2% | 110,949 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.0% | 110,638 | $2.2M |
| Cohen & Steers, Inc. | 0.00% | Reduce -63.9% | 109,384 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +16.6% | 110,498 | $2.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Add +25.7% | 109,200 | $2.2M |
| Vanderbilt University | 0.42% | Reduce -0.9% | 104,570 | $2.1M |
| Nomura Holdings Inc. | 0.01% | New | 104,252 | $2.1M |
| New York Life Investment Management LLC | 0.02% | Reduce -44.3% | 103,585 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 103,508 | $2.1M |
| Sfmg, LLC | 0.16% | Add +5.1% | 103,179 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Add +4.1% | 102,460 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 101,972 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -2.8% | 100,957 | $2.0M |
| Ethic Inc. | 0.04% | Add +56.4% | 100,503 | $2.0M |
| Xponance LLC | 0.02% | Add +0.9% | 100,355 | $2.0M |
| Mariner, LLC | 0.00% | Add +0.4% | 99,908 | $2.0M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -4.4% | 99,751 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | New | 98,630 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +925.0% | 95,932 | $1.9M |
| Waterloo Capital, L.P. | 0.20% | Reduce -3.4% | 95,479 | $1.9M |
| Bank of Nova Scotia | 0.00% | Add +3.6% | 93,335 | $1.9M |
| Advisors Management Group Inc. | 0.45% | Reduce -1.0% | 93,220 | $1.9M |
| Savant Capital, LLC | 0.01% | Reduce -0.1% | 92,526 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +7.0% | 92,120 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -8.0% | 92,031 | $1.9M |
| Redwood Investment Management, LLC | 0.18% | Add +4.3% | 91,675 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.8% | 90,109 | $1.8M |
| Swiss Life Asset Management Ltd | 0.01% | Add +17.0% | 89,906 | $1.8M |
| ING Groep NV | 0.01% | Reduce -7.3% | 89,338 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Add +51.6% | 89,014 | $1.8M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -27.2% | 87,869 | $1.8M |
| Vident Advisory, LLC | 0.03% | Reduce -21.9% | 87,790 | $1.8M |
| AIA Group Ltd | 0.04% | Add +579.6% | 86,978 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -60.3% | 86,458 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Add +229.5% | 85,461 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -19.3% | 83,313 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.23% | Add +20.0% | 82,295 | $1.7M |
| Ossiam | 0.03% | Add +23.2% | 81,789 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -14.5% | 81,596 | $1.7M |
| Greenland Capital Management LP | 0.33% | Reduce -78.1% | 80,958 | $1.6M |
| Sterling Capital Management LLC | 0.02% | Add +22.4% | 80,157 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +7.1% | 80,139 | $1.6M |
| Swedbank AB | 0.00% | No change | 80,087 | $1.6M |
| Measured Risk Portfolios, Inc. | 1.80% | — | 79,888 | $1.6M |
| Janus Henderson Group PLC | 0.00% | Add +2.1% | 79,403 | $1.6M |
| Focus Partners Wealth | 0.00% | Reduce -12.6% | 79,157 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +9.4% | 78,460 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -4.7% | 76,695 | $1.6M |
| Engineers Gate Manager LP | 0.03% | Reduce -35.2% | 75,586 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.0% | 73,932 | $1.5M |
| FIL Ltd | 0.00% | Reduce -70.3% | 73,139 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -1.5% | 73,003 | $1.5M |
| Harvest Portfolios Group Inc. | 0.05% | Add +29.7% | 71,477 | $1.4M |
| Elo Mutual Pension Insurance Co | 0.03% | Reduce -4.8% | 70,999 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.6% | 67,289 | $1.4M |
| Equita Financial Network, Inc. | 0.49% | Reduce -6.3% | 67,038 | $1.4M |
| Prudential PLC | 0.01% | Add +552.2% | 66,696 | $1.4M |
| Mizuho Securities USA LLC | 0.02% | Add +45.3% | 66,291 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -0.9% | 66,013 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +144.1% | 65,151 | $1.3M |
| Nebula Research & Development LLC | 0.15% | Add +80.5% | 64,110 | $1.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.15% | Reduce -12.0% | 63,980 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.5% | 63,953 | $1.3M |
| Inceptionr LLC | 0.28% | New | 61,295 | $1.2M |
| Norinchukin Bank, The | 0.03% | Add +1.5% | 61,029 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.5% | 59,932 | $1.2M |
| Sheaff Brock Investment Advisors, LLC | 0.10% | Reduce -5.9% | 59,484 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +12.4% | 59,305 | $1.2M |
| Penserra Capital Management LLC | 0.02% | Reduce -8.8% | 58,370 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.3% | 57,951 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -8.0% | 57,286 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -0.4% | 57,161 | $1.2M |
| Versor Investments LP | 0.20% | Reduce -48.2% | 56,700 | $1.1M |
| Intrua Financial, LLC | 0.18% | Reduce -5.5% | 56,115 | $1.1M |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 55,655 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +17.5% | 52,516 | $1.1M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -5.8% | 52,334 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.1% | 52,067 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +3.3% | 51,828 | $1.1M |
| Nordea Investment Management AB | 0.00% | No change | 51,795 | $1.0M |
| Paralel Advisors LLC | 0.04% | No change | 51,763 | $1.0M |
| Lee Danner & Bass Inc. | 0.08% | Reduce -22.5% | 50,687 | $1.0M |
| DoubleLine ETF Adviser LP | 0.28% | Add +0.7% | 50,538 | $1.0M |
| Consolidated Portfolio Review Corp | 0.16% | Reduce -3.5% | 50,451 | $1.0M |
| XTX Topco Ltd | 0.08% | New | 49,523 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -39.9% | 49,391 | $1.0M |
| Fortem Financial Group, LLC | 0.39% | Add +3.5% | 49,190 | $997K |
| Agf Management Ltd. | 0.00% | No change | 48,430 | $982K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -7.5% | 48,381 | $981K |
| Kentucky Retirement Systems | 0.03% | Reduce -1.4% | 48,363 | $980K |
| Cwm, LLC | 0.00% | Reduce -16.3% | 47,533 | $964K |
| Harbour Investments, Inc. | 0.03% | Reduce -6.5% | 47,236 | $957K |
| Armor Investment Advisors, LLC | 0.39% | Add +3.5% | 46,619 | $945K |
| Williamson Legacy Group, LLC | 0.63% | New | 46,301 | $939K |
| Berkeley Capital Partners, LLC | 0.26% | Reduce -33.9% | 45,830 | $929K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -31.4% | 45,129 | $915K |
| Old Mission Capital LLC | 0.02% | New | 43,742 | $887K |
| Brown Advisory Inc. | 0.00% | Add +7.9% | 43,740 | $887K |
| Hartford Investment Management Co. | 0.03% | Reduce -1.9% | 43,044 | $873K |
| iA Global Asset Management Inc. | 0.02% | Add +33.6% | 42,999 | $872K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.3% | 42,529 | $862K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -98.4% | 42,244 | $856K |
| Woodline Partners LP | 0.01% | New | 41,824 | $848K |
| AlphaMark Advisors, LLC | 0.36% | Add +27.1% | 41,335 | $838K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +7.0% | 41,025 | $832K |
| SeaBridge Investment Advisors LLC | 0.17% | Reduce -63.7% | 40,575 | $822K |
| Fairtree Asset Management (Pty) Ltd | 0.77% | — | 39,861 | $808K |
| LSV Asset Management | 0.00% | New | 39,602 | $803K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -4.5% | 38,666 | $784K |
| Mercer Global Advisors Inc. | 0.00% | Add +29.4% | 38,379 | $778K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.1% | 38,214 | $775K |
| Naviter Wealth, LLC | 0.09% | New | 38,061 | $771K |
| Baillie Gifford & Co. | 0.00% | Reduce -7.1% | 38,027 | $771K |
| Caisse Des Depots Et Consignations | 0.04% | — | 37,936 | $769K |
| Romano Brothers and Company | 0.10% | Reduce -41.9% | 37,807 | $766K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -5.0% | 37,600 | $762K |
| Harrington Investments, INC | 0.42% | Add +1.2% | 37,596 | $762K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.4% | 37,592 | $762K |
| Kentucky Trust Co | 0.44% | — | 37,060 | $751K |
| E. Ohman J:or Asset Management AB | 0.02% | Add +32.8% | 36,445 | $739K |
| Tudor Investment Corporation | 0.01% | Reduce -53.0% | 35,798 | $726K |
| Centiva Capital, LP | 0.03% | Reduce -4.3% | 35,109 | $712K |
| Samalin Investment Counsel, LLC | 0.31% | Reduce -5.9% | 35,070 | $711K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -2.3% | 33,600 | $681K |
| Signaturefd, LLC | 0.01% | Add +0.5% | 33,308 | $675K |
| Mirador Capital Partners LP | 0.12% | Add +2.8% | 33,132 | $672K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -1.0% | 33,080 | $671K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -18.0% | 32,990 | $669K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.7% | 32,881 | $667K |
| Benjamin Edwards Inc. | 0.01% | Add +23.1% | 32,700 | $663K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.4% | 32,833 | $662K |
| Carret Asset Management, LLC | 0.07% | Reduce -9.2% | 32,421 | $657K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -4.2% | 31,786 | $644K |
| NEOS Investment Management LLC | 0.02% | Add +31.0% | 31,572 | $640K |
| GeoWealth Management, LLC | 0.02% | Reduce -2.7% | 31,298 | $634K |
| Vinva Investment Management Ltd | 0.02% | New | 31,177 | $623K |
| HighPoint Advisor Group LLC | 0.03% | Add +12.0% | 30,606 | $601K |
| Frank, Rimerman Advisors LLC | 0.04% | Add +7.1% | 29,445 | $597K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.6% | 29,382 | $596K |
| Assenagon Asset Management S.A. | 0.00% | Add +18.0% | 29,143 | $591K |
| Smith Asset Management Co., LLC | 0.55% | — | 27,658 | $561K |
| Quadrature Capital Ltd | 0.01% | Add +15.1% | 27,387 | $556K |
| Moors & Cabot, Inc. | 0.03% | Add +8.4% | 27,093 | $549K |
| QRG Capital Management, Inc. | 0.01% | Add +8.8% | 26,898 | $545K |
| Simplex Trading, LLC | 0.02% | Add +47.2% | 26,853 | $544K |
| GAMMA Investing LLC | 0.05% | Reduce -1.2% | 26,114 | $529K |
| Adelante Capital Management LLC | 0.03% | Reduce -96.9% | 26,052 | $528K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -26.5% | 25,794 | $523K |
| Evergreen Capital Management LLC | 0.02% | Reduce -0.4% | 25,317 | $513K |
| Diligent Investors, LLC | 0.12% | No change | 25,216 | $511K |
| Merit Financial Group, LLC | 0.01% | New | 24,963 | $506K |
| Arete Wealth Advisors, LLC | 0.04% | Add +24.9% | 25,029 | $506K |
| Park Avenue Securities LLC | 0.01% | Add +11.6% | 24,700 | $501K |
| Diamant Asset Management, Inc. | 0.32% | No change | 24,640 | $499K |
| Legacy Capital Group California, Inc. | 0.15% | Add +54.5% | 24,577 | $498K |
| Diversified Trust Co. | 0.01% | Add +139.4% | 24,088 | $488K |
| Wealthedge Investment Advisors, LLC | 0.22% | — | 23,609 | $479K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -22.1% | 23,402 | $474K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -41.6% | 23,392 | $474K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +5.4% | 23,074 | $468K |
| William Blair Investment Management, LLC | 0.00% | Add +9.7% | 23,030 | $467K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.4% | 22,937 | $465K |
| Machina Capital S.A.S. | 0.19% | Reduce -11.0% | 22,824 | $463K |
| SVB Wealth LLC | 0.01% | New | 22,664 | $459K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -7.9% | 22,545 | $457K |
| V-Square Quantitative Management LLC | 0.06% | Add +0.4% | 22,456 | $455K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.4% | 22,207 | $450K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 22,151 | $449K |
| Contravisory Investment Management, Inc. | 0.10% | No change | 22,121 | $448K |
| Bridgewater Associates | 0.00% | New | 21,855 | $443K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.1% | 21,826 | $442K |
| Connable Office Inc. | 0.05% | Add +11.3% | 21,562 | $437K |
| Dumont & Blake Investment Advisors LLC | 0.12% | Reduce -0.2% | 21,540 | $437K |
| AssuredPartners Investment Advisors, LLC | 0.08% | — | 21,422 | $434K |
| Old National Bancorp | 0.01% | Reduce -1.6% | 21,333 | $432K |
| Beach Investment Counsel Inc. | 0.06% | Reduce -52.6% | 21,215 | $430K |
| Mgo One Seven LLC | 0.02% | Add +11.1% | 21,172 | $429K |
| Huntington National Bank | 0.00% | Add +3.0% | 20,843 | $422K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +3.9% | 21,002 | $420K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +62.4% | 20,670 | $419K |
| Bayesian Capital Management, LP | 0.05% | Reduce -82.1% | 20,600 | $418K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.3% | 20,594 | $417K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.5% | 20,487 | $415K |
| Pathway Financial Advisers, LLC | 0.14% | Add +6.0% | 20,286 | $411K |
| Tidal Investments LLC | 0.00% | Reduce -70.9% | 20,187 | $409K |
| Freedom Investment Management, Inc. | 0.03% | Add +9.8% | 19,624 | $398K |
| MAI Capital Management | 0.00% | Reduce -10.2% | 19,512 | $396K |
| Investment Management Corp of Ontario | 0.01% | Reduce -17.1% | 19,413 | $394K |
| RS Crum Inc. | 0.10% | No change | 19,269 | $391K |
| Lecap Asset Management Ltd. | 0.10% | Reduce -73.8% | 19,107 | $387K |
| Brevan Howard Capital Management LP | 0.01% | Add +66.7% | 19,031 | $386K |
| DF Dent & Co. Inc. | 0.00% | Reduce -17.8% | 18,943 | $384K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.4% | 18,809 | $381K |
| HUB Investment Partners, LLC | 0.02% | Add +60.6% | 18,773 | $381K |
| United Services Automobile Association | 0.01% | Reduce -18.7% | 18,535 | $376K |
| Spirit of America Management Corp. | 0.07% | Reduce -9.9% | 18,217 | $369K |
| FJ Capital Management LLC | 0.04% | New | 17,939 | $364K |
| Blair William & Co. | 0.00% | Add +61.3% | 17,916 | $363K |
| Commerce Bank | 0.00% | Add +2.4% | 17,901 | $363K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -50.8% | 17,773 | $360K |
| Verdence Capital Advisors LLC | 0.03% | Add +11.7% | 17,758 | $360K |
| Two Sigma Investments, LP | 0.00% | Reduce -40.4% | 17,753 | $360K |
| Voya Financial Advisors, Inc. | 0.04% | Add +0.4% | 17,958 | $359K |
| Sonora Investment Management Group, LLC | 0.03% | Add +27.2% | 18,231 | $356K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -33.4% | 17,424 | $353K |
| Compound Planning, Inc. | 0.02% | Reduce -0.4% | 17,379 | $352K |
| Applied Finance Capital Management, LLC | 0.01% | No change | 17,071 | $346K |
| Salem Investment Counselors Inc. | 0.01% | No change | 16,875 | $342K |
| Integrated Wealth Concepts LLC | 0.00% | Add +11.2% | 16,853 | $342K |
| Ballentine Partners, LLC | 0.01% | Add +0.8% | 16,788 | $340K |
| Glenmede Trust Co. NA | 0.00% | Add +6.4% | 16,692 | $338K |
| Menard Financial Group LLC | 0.20% | Add +11.8% | 16,663 | $338K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +4.4% | 16,649 | $337K |
| Quadrant Capital Group LLC | 0.02% | Add +2.4% | 16,455 | $334K |
| HB Wealth Management, LLC | 0.00% | Add +85.1% | 16,414 | $333K |
| Manske Wealth Management | 0.13% | — | 16,249 | $329K |
| New Millennium Group LLC | 0.19% | Reduce -0.5% | 15,864 | $322K |
| Annex Advisory Services, LLC | 0.01% | No change | 15,790 | $320K |
| &partners | 0.00% | Add +32.1% | 15,495 | $316K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 15,597 | $316K |
| Praxis Investment Management Inc. | 0.02% | New | 15,610 | $316K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.33% | Add +31.1% | 15,589 | $316K |
| World Investment Advisors | 0.01% | Add +21.6% | 15,491 | $314K |
| Comprehensive Money Management Services LLC | 0.26% | — | 15,462 | $313K |
| Insigneo Advisory Services, LLC | 0.03% | Add +9.5% | 15,455 | $313K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 15,400 | $312K |
| Sowell Financial Services LLC | 0.02% | Add +20.1% | 15,387 | $312K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -9.8% | 15,218 | $308K |
| Symphony Financial, Ltd. Co. | 0.05% | Add +21.1% | 14,636 | $307K |
| Choreo, LLC | 0.00% | Reduce -4.1% | 15,244 | $305K |
| Capstone Investment Advisors, LLC | 0.00% | Add +15.6% | 14,413 | $292K |
| NewEdge Advisors, LLC | 0.00% | Add +10.5% | 14,409 | $292K |
| Kraematon Investment Advisors, Inc. | 0.29% | Reduce -8.0% | 14,349 | $291K |
| Beacon Financial Group | 0.03% | Reduce -15.6% | 14,254 | $289K |
| CreativeOne Wealth, LLC | 0.01% | Add +52.5% | 14,016 | $284K |
| Coppell Advisory Solutions LLC | 0.04% | Add +6.3% | 14,113 | $282K |
| Duncan Williams Asset Management, LLC | 0.11% | Reduce -1.7% | 13,822 | $280K |
| Parkside Financial Bank & Trust | 0.04% | Add +3.4% | 13,742 | $279K |
| Hilltop Holdings Inc. | 0.02% | Reduce -2.2% | 13,715 | $278K |
| Atlas Brown,Inc. | 0.09% | Add +0.4% | 13,631 | $276K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.4% | 13,419 | $272K |
| Aspen Wealth Strategies, LLC | 0.17% | Reduce -2.9% | 13,330 | $270K |
| NorthRock Partners, LLC | 0.01% | Reduce -2.4% | 13,327 | $270K |
| Greenleaf Trust | 0.00% | Reduce -29.9% | 13,294 | $269K |
| Stephens Inc. | 0.00% | Reduce -5.9% | 13,280 | $269K |
| Probity Advisors, Inc. | 0.05% | Add +2.6% | 13,257 | $269K |
| Integrated Advisors Network LLC | 0.01% | Reduce -0.1% | 13,076 | $265K |
| Intech Investment Management LLC | 0.00% | New | 12,958 | $263K |
| Sumitomo Life Insurance Co. | 0.00% | Reduce -3.9% | 12,895 | $261K |
| Archer Investment Corp | 0.07% | No change | 12,876 | $261K |
| Allie Family Office LLC | 0.14% | No change | 9,340 | $260K |
| Inspire Investing, LLC | 0.03% | Add +2.5% | 12,815 | $260K |
| GF Fund Management Co. LTD. | 0.01% | — | 12,707 | $258K |
| Gilbert & Cook, Inc. | 0.04% | Add +2.1% | 12,661 | $257K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -16.8% | 12,652 | $256K |
| Wedbush Securities Inc. | 0.01% | New | 12,637 | $256K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +25.9% | 12,626 | $256K |
| Pinnacle Financial Partners Inc | 0.01% | New | 12,189 | $247K |
| Private Advisor Group, LLC | 0.00% | Reduce -32.2% | 12,010 | $243K |
| Jones Financial Companies LLLP | 0.00% | Add +21.5% | 11,963 | $242K |
| Accurate Wealth Management, LLC | 0.05% | Add +12.6% | 12,289 | $242K |
| Sigma Planning Corp | 0.01% | Add +9.3% | 11,861 | $240K |
| Polymer Capital Management (US) LLC | 0.08% | — | 11,725 | $238K |
| Weiss Asset Management LP | 0.01% | Reduce -90.0% | 11,556 | $234K |
| AE Wealth Management LLC | 0.00% | Reduce -0.8% | 11,427 | $232K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 11,399 | $231K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -27.4% | 11,338 | $230K |
| CTC Alternative Strategies, Ltd. | 0.30% | New | 11,305 | $229K |
| Keynote Financial Services LLC | 0.18% | Add +0.1% | 11,264 | $228K |
| Meeder Advisory Services, Inc. | 0.01% | Add +4.8% | 11,161 | $226K |
| Prudent Man Advisors, LLC | 0.08% | Add +20.3% | 11,129 | $226K |
| Novak & Powell Financial Services, Inc. | 0.13% | Add +1.4% | 11,080 | $225K |
| Goldstone Financial Group, LLC | 0.04% | Add +19.3% | 11,078 | $225K |
| Bridgefront Capital, LLC | 0.07% | Reduce -40.7% | 10,908 | $221K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.2% | 10,925 | $221K |
| Avestar Capital, LLC | 0.02% | Add +0.5% | 10,855 | $220K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.4% | 10,761 | $218K |
| Profund Advisors LLC | 0.01% | Reduce -45.5% | 10,742 | $218K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.8% | 10,570 | $214K |
| Cim Investment Management Inc. | 0.06% | No change | 10,561 | $214K |
| Townsquare Capital LLC | 0.00% | Add +5.9% | 10,461 | $212K |
| International Assets Investment Management, LLC | 0.02% | Reduce -11.8% | 10,511 | $212K |
| TD Private Client Wealth LLC | 0.01% | Reduce -19.2% | 10,425 | $211K |
| Mufg Securities Americas Inc. | 0.03% | — | 10,325 | $209K |
| PFG Investments, LLC | 0.01% | Reduce -0.3% | 10,324 | $209K |
| Regions Financial Corp. | 0.00% | Reduce -3.4% | 10,301 | $209K |
| WealthTrust Axiom LLC | 0.06% | Reduce -4.3% | 10,262 | $208K |
| Summit Trail Advisors, LLC | 0.01% | Add +4.4% | 10,218 | $207K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -13.3% | 10,141 | $206K |
| Stiles Financial Services Inc | 0.07% | Reduce -19.9% | 10,121 | $205K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.1% | 10,117 | $205K |
| NewEdge Wealth, LLC | 0.00% | Add +4.0% | 10,093 | $205K |
| Fiduciary Trust Co | 0.00% | Reduce -0.0% | 10,073 | $204K |
| IMC-Chicago, LLC | 0.01% | Reduce -53.3% | 10,008 | $203K |
| Howland Capital Management LLC | 0.01% | No change | 10,000 | $203K |
| Horizon Investments, LLC | 0.01% | Add +0.4% | 9,677 | $196K |
| Cetera Trust Company, N.A | 0.13% | Reduce -8.8% | 9,550 | $194K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -3.8% | 9,404 | $191K |
| Headlands Technologies LLC | 0.02% | Add +16.6% | 9,302 | $189K |
| State of Wyoming | 0.02% | Add +113.6% | 9,153 | $186K |
| Blue Trust, Inc. | 0.00% | Reduce -25.1% | 8,255 | $167K |
| Sunbelt Securities, Inc. | 0.01% | No change | 7,973 | $159K |
| Smartleaf Asset Management LLC | 0.01% | Add +34.7% | 7,385 | $148K |
| Trust Co. of Vermont | 0.01% | Reduce -1.4% | 7,236 | $147K |
| Ostrum Asset Management | 0.01% | Reduce -4.0% | 7,192 | $146K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -5.7% | 6,989 | $144K |
| Canada Post Corp Registered Pension Plan | 0.01% | — | 7,085 | $144K |
| Private Trust Co. NA | 0.01% | Reduce -18.9% | 6,935 | $141K |
| Exchange Traded Concepts, LLC | 0.00% | Add +10.0% | 6,560 | $133K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -3.0% | 6,481 | $131K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.5% | 6,249 | $127K |
| Arax Advisory Partners | 0.01% | Add +50.3% | 6,237 | $126K |
| Resources Management Corp. /CT/ | 0.02% | No change | 6,220 | $126K |
| Motco | 0.01% | No change | 6,185 | $125K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.5% | 5,697 | $115K |
| Geneos Wealth Management Inc. | 0.00% | Add +5.3% | 5,549 | $112K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.1% | 5,489 | $111K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.4% | 5,450 | $110K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.2% | 5,275 | $107K |
| Tompkins Financial Corp. | 0.01% | No change | 5,000 | $101K |
| Addison Advisors LLC | 0.03% | Reduce -0.7% | 4,814 | $98K |
| Allworth Financial LP | 0.00% | Add +40.8% | 4,603 | $95K |
| Sherman Asset Management, Inc. | 0.09% | — | 4,630 | $94K |
| Fairscale Capital, LLC | 0.08% | No change | 4,608 | $93K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.2% | 4,593 | $93K |
| Silvant Capital Management LLC | 0.00% | No change | 4,479 | $91K |
| Northwest & Ethical Investments L.P. | 0.00% | No change | 4,400 | $89K |
| Bollard Group LLC | 0.00% | Add +1.4% | 4,031 | $82K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,998 | $81K |
| Bayforest Capital Ltd | 0.10% | — | 3,910 | $79K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,836 | $78K |
| Whittier Trust Co. | 0.00% | Reduce -6.2% | 3,810 | $77K |
| LRI Investments, LLC | 0.01% | Add +8.1% | 3,635 | $74K |
| Principal Securities, Inc. | 0.00% | Add +49.5% | 3,592 | $73K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -1.3% | 3,421 | $69K |
| Lindbrook Capital, LLC | 0.01% | Add +4.8% | 3,362 | $68K |
| Quent Capital, LLC | 0.01% | Add +0.8% | 3,321 | $67K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -5.0% | 3,251 | $66K |
| Delta Asset Management LLC | 0.01% | Reduce -1.4% | 3,203 | $65K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 3,166 | $64K |
| CVA Family Office, LLC | 0.01% | Reduce -11.0% | 3,032 | $61K |
| Assetmark, Inc. | 0.00% | Add +433.4% | 2,982 | $60K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 2,926 | $59K |
| North Star Investment Management Corp. | 0.00% | No change | 2,815 | $57K |
| Sentry Investment Management LLC | 0.03% | Reduce -14.0% | 2,732 | $55K |
| Thompson Investment Management, Inc. | 0.01% | No change | 2,696 | $55K |
| Sandy Spring Bank | 0.00% | Reduce -18.3% | 2,630 | $53K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -51.5% | 2,580 | $52K |
| CoreCap Advisors, LLC | 0.00% | Reduce -23.4% | 2,348 | $48K |
| Cromwell Holdings LLC | 0.03% | No change | 2,280 | $46K |
| Mather Group, Llc. | 0.00% | Reduce -13.8% | 2,269 | $46K |
| Kapitalo Investimentos Ltda | 0.03% | New | 2,268 | $46K |
| IFP Advisors, Inc | 0.00% | Add +5.3% | 2,246 | $46K |
| Kestra Investment Management, LLC | 0.00% | New | 2,219 | $45K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 1,994 | $45K |
| AdvisorNet Financial, Inc | 0.00% | Add +34.5% | 2,193 | $44K |
| Continuum Advisory, LLC | 0.01% | Add +4.2% | 2,176 | $44K |
| UMB Bank, n.a. | 0.00% | Add +24.3% | 2,169 | $44K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 2,138 | $43K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 2,050 | $42K |
| NFSG Corp | 0.01% | No change | 2,022 | $41K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,883 | $38K |
| Wiser Advisor Group LLC | 0.06% | Add +1.4% | 1,869 | $38K |
| Covestor Ltd | 0.02% | Add +173.8% | 1,815 | $37K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -46.5% | 1,725 | $35K |
| Optimum Investment Advisors | 0.02% | Reduce -66.6% | 1,691 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,610 | $33K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -75.4% | 1,566 | $32K |
| Avior Wealth Management, LLC | 0.00% | Reduce -4.1% | 1,549 | $31K |
| Riverview Trust Co | 0.03% | No change | 1,512 | $31K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 1,482 | $30K |
| Barrett & Company, Inc. | 0.01% | Add +1.3% | 1,469 | $30K |
| WealthCollab, LLC | 0.02% | No change | 1,449 | $29K |
| Rothschild Investment LLC | 0.00% | Reduce -2.1% | 1,434 | $29K |
| MV Capital Management, Inc. | 0.00% | Add +0.3% | 1,422 | $29K |
| Mizuho Bank, Ltd. | 0.01% | New | 1,400 | $28K |
| Hilltop National Bank | 0.01% | No change | 1,330 | $27K |
| Rise Advisors, LLC | 0.01% | Add +1.4% | 1,307 | $26K |
| Spire Wealth Management | 0.00% | Add +5.1% | 1,217 | $25K |
| Monetary Management Group Inc. | 0.01% | No change | 1,200 | $24K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 1,103 | $22K |
| ORG Partners LLC | 0.00% | Add +213.7% | 1,098 | $22K |
| Whipplewood Advisors, LLC | 0.01% | — | 1,093 | $22K |
| HM Payson & Co. | 0.00% | Reduce -2.4% | 1,069 | $22K |
| Quarry LP | 0.00% | Reduce -0.2% | 1,061 | $22K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 1,000 | $20K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,000 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.7% | 992 | $20K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -68.4% | 966 | $20K |
| REAP Financial Group, LLC | 0.00% | Add +38.7% | 961 | $19K |
| American National Bank & Trust | 0.00% | No change | 915 | $19K |
| Zions Bancorporation, N.A. | 0.00% | Add +1272.7% | 906 | $18K |
| Studio Investment Management LLC | 0.00% | New | 879 | $18K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 873 | $18K |
| Pacifica Partners Inc. | 0.01% | No change | 866 | $17K |
| Grove Bank & Trust | 0.00% | Add +391.9% | 851 | $17K |
| Larson Financial Group LLC | 0.00% | Add +22.0% | 849 | $17K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 810 | $16K |
| Gould Capital, LLC | 0.01% | No change | 800 | $16K |
| Peoples Bank | 0.01% | No change | 800 | $16K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.4% | 791 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 800 | $16K |
| Clearstead Advisors, LLC | 0.00% | Add +3.4% | 769 | $16K |
| Beacon Capital Management, LLC | 0.00% | No change | 762 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 755 | $15K |
| Financial Perspectives, Inc | 0.00% | Add +1.5% | 678 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -17.5% | 661 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 636 | $13K |
| Bell Investment Advisors, Inc | 0.00% | No change | 629 | $13K |
| TCTC Holdings, LLC | 0.00% | New | 604 | $12K |
| WASHINGTON TRUST Co | 0.00% | New | 600 | $12K |
| S.A. Mason LLC | 0.01% | Reduce -48.7% | 575 | $12K |
| Versant Capital Management, Inc | 0.00% | Add +322.1% | 574 | $12K |
| Synergy Asset Management, LLC | 0.00% | New | 471 | $11K |
| Sierra Ocean, LLC | 0.01% | — | 525 | $11K |
| Montag A & Associates Inc. | 0.00% | No change | 518 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 500 | $10K |
| Stonebridge Financial Group, LLC | 0.00% | — | 500 | $10K |
| Maryland Capital Advisors Inc. | 0.00% | New | 468 | $9K |
| Fortis Group Advisors, LLC | 0.00% | No change | 465 | $9K |
| Decker Retirement Planning Inc. | 0.01% | — | 450 | $9K |
| Eastern Bank | 0.00% | No change | 450 | $9K |
| Meeder Asset Management Inc. | 0.00% | Add +0.5% | 439 | $9K |
| Brooklyn Investment Group | 0.00% | Add +46.8% | 439 | $9K |
| Manchester Capital Management LLC | 0.00% | Reduce -0.5% | 435 | $9K |
| Atala Financial Inc | 0.01% | — | 421 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 400 | $8K |
| First PREMIER Bank | 0.00% | No change | 400 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | — | 407 | $8K |
| WPG Advisers, LLC | 0.01% | — | 389 | $8K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 400 | $8K |
| Fortitude Family Office, LLC | 0.00% | Reduce -73.9% | 371 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 363 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.0% | 355 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | New | 350 | $7K |
| City State Bank | 0.00% | Reduce -36.7% | 345 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 300 | $6K |
| BankPlus Trust Department | 0.00% | — | 296 | $6K |
| Coston, McIsaac & Partners | 0.00% | Add +1.6% | 321 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 332 | $6K |
| Investors Research Corp | 0.00% | No change | 287 | $6K |
| DT Investment Partners, LLC | 0.00% | No change | 284 | $6K |
| Heritage Wealth Advisors | 0.00% | Add +21.5% | 277 | $6K |
| SWAN Capital LLC | 0.00% | No change | 265 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +24.4% | 250 | $5K |
| Hemington Wealth Management | 0.00% | Reduce -6.6% | 256 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +129.9% | 246 | $5K |
| MCF Advisors LLC | 0.00% | No change | 243 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -44.2% | 240 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 231 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 230 | $5K |
| Creative Capital Management Investments LLC | 0.00% | No change | 210 | $4K |
| High Note Wealth, LLC | 0.00% | New | 207 | $4K |
| Sachetta, LLC | 0.00% | Reduce -13.2% | 204 | $4K |
| South Plains Financial, Inc. | 0.00% | — | 200 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 200 | $4K |
| Bellwether Advisors, LLC | 0.00% | New | 200 | $4K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.7% | 175 | $4K |
| Millstone Evans Group, LLC | 0.00% | — | 170 | $3K |
| Group One Trading LLC | 0.00% | New | 167 | $3K |
| Transce3nd, LLC | 0.00% | — | 152 | $3K |
| Coastline Trust Co | 0.00% | No change | 150 | $3K |
| Horizon Bancorp Inc. | 0.00% | Reduce -15.3% | 133 | $3K |
| Crowley Wealth Management, Inc. | 0.00% | — | 136 | $3K |
| PSI Advisors, LLC | 0.00% | Reduce -20.6% | 135 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 131 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +29.9% | 126 | $3K |
| Ancora Advisors LLC | 0.00% | New | 126 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 119 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 115 | $2K |
| Avalon Trust Co | 0.00% | New | 114 | $2K |
| Bokf, NA | 0.00% | Reduce -71.6% | 114 | $2K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 110 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +50.7% | 104 | $2K |
| Centricity Wealth Management, LLC | 0.00% | — | 100 | $2K |
| Eukles Asset Management | 0.00% | No change | 86 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | Add +11.3% | 79 | $2K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 78 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 75 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 67 | $1K |
| WealthTrak Capital Management LLC | 0.00% | — | 65 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 64 | $1K |
| TFC Financial Management, Inc. | 0.00% | Reduce -11.4% | 62 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 58 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 50 | $1K |
| Briaud Financial Planning Inc | 0.00% | New | 54 | $1K |
| Avion Wealth | 0.00% | Add +43.1% | 83 | $1K |
| First Pacific Financial | 0.00% | New | 45 | $913 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 44 | $891 |
| Godsey & Gibb, Inc. | 0.00% | No change | 38 | $776 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 38 | $771 |
| Clark Wealth Partners | 0.00% | — | 32 | $649 |
| True Wealth Design, LLC | 0.00% | New | 32 | $645 |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -33.3% | 30 | $609 |
| Bogart Wealth, LLC | 0.00% | New | 27 | $547 |
| Colonial Trust Co / SC | 0.00% | Add +100.0% | 26 | $519 |
| Financial Management Professionals, Inc. | 0.00% | No change | 24 | $486 |
| Principia Wealth Advisory, LLC | 0.00% | — | 21 | $426 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +466.7% | 17 | $345 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 15 | $308 |
| Nvwm, LLC | 0.00% | No change | 15 | $304 |
| SJS Investment Consulting Inc. | 0.00% | Add +7.7% | 14 | $276 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 10 | $203 |
| Activest Wealth Management | 0.00% | New | 10 | $203 |
| Chesapeake Asset Management LLC | 0.00% | New | 10 | $202 |
| Winnacle Wealth LLC | 0.00% | — | 7 | $134 |
| Caitlin John, LLC | 0.00% | No change | 6 | $119 |
| Lanark Financial, Inc. | 0.01% | — | 3 | $62 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -96.5% | 2 | $41 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 6 | $0 |
"% of holder's portfolio" is DOC's weight in each manager's 13F, not the share of Healthpeak Properties Inc. the manager owns.