Healthpeak PropertiesDOC
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 763 institutions reported holding Healthpeak Properties Inc. (DOC) in their 13F filings, up 3 from Q1 2026. 91 opened new positions and 92 sold out. The largest holders were BlackRock, Inc. ($1.5B), Vanguard Portfolio Management LLC ($1.2B) and Vanguard Capital Management LLC ($963.3M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $229.9M |
| Exits | 92 | $158.1M |
All 13F filers, Q1 2026 → Q2 2026: 53,640,459 shares bought and 85,865,952 shares sold, net −32,225,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 763 holders
| BlackRock, Inc. | 0.02% | Reduce -3.3% | 70,935,046 | $1.5B |
| Vanguard Portfolio Management LLC | 0.06% | Add +0.4% | 58,375,816 | $1.2B |
| Vanguard Capital Management LLC | 0.02% | Reduce -0.5% | 45,014,755 | $963.3M |
| State Street Corp. | 0.03% | Reduce -9.3% | 44,007,417 | $941.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -32.5% | 30,192,317 | $661.0M |
| Fuller & Thaler Asset Management, Inc. | 1.70% | Reduce -0.3% | 29,119,832 | $623.2M |
| Geode Capital Management, LLC | 0.03% | Add +1.0% | 24,653,617 | $526.9M |
| Invesco Ltd. | 0.03% | Reduce -23.4% | 18,507,997 | $396.1M |
| Principal Financial Group Inc. | 0.18% | Reduce -10.7% | 16,760,575 | $358.7M |
| Bank of New York Mellon Corp | 0.05% | Reduce -1.4% | 15,234,655 | $326.0M |
| Morgan Stanley | 0.02% | Add +15.3% | 14,189,218 | $303.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.2% | 11,940,893 | $255.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +59.2% | 11,530,531 | $246.8M |
| Bank of America Corp. | 0.02% | Reduce -7.8% | 10,962,604 | $234.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.4% | 10,728,418 | $229.6M |
| FMR LLC | 0.01% | Add +13.6% | 10,515,612 | $225.0M |
| Cullen Capital Management, LLC | 2.06% | Reduce -11.1% | 9,768,642 | $209.0M |
| Norges Bank | 0.02% | — | 9,414,320 | $201.5M |
| Equity Investment Corp. | 3.06% | Reduce -2.3% | 7,487,967 | $160.2M |
| Northern Trust Corp. | 0.02% | Reduce -16.7% | 7,137,198 | $152.7M |
| Deutsche Bank AG | 0.04% | Reduce -10.0% | 6,284,908 | $134.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +20832.8% | 6,217,474 | $133.1M |
| Citadel Advisors | 0.07% | Add +2842.7% | 5,730,593 | $122.6M |
| LPL Financial LLC | 0.03% | Add +4.3% | 5,632,580 | $120.5M |
| Legal & General Group Plc | 0.02% | Reduce -18.1% | 5,428,632 | $116.2M |
| Franklin Resources Inc. | 0.02% | Add +2.8% | 4,635,707 | $99.2M |
| Massachusetts Financial Services Co. | 0.03% | Add +214.0% | 4,230,551 | $98.1M |
| American Century Companies Inc. | 0.04% | Reduce -24.7% | 4,347,032 | $93.0M |
| Russell Investments Group, Ltd. | 0.08% | Reduce -3.1% | 4,271,632 | $91.4M |
| Jane Street Group, LLC | 0.06% | Add +18829.4% | 4,173,939 | $89.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.1% | 4,013,829 | $85.9M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -1.1% | 3,870,506 | $82.8M |
| HSBC Holdings PLC | 0.03% | Reduce -12.8% | 2,952,394 | $63.3M |
| Rush Island Management, LP | 4.18% | New | 2,944,629 | $63.0M |
| Raymond James Financial Inc. | 0.02% | Add +1.2% | 2,928,521 | $62.7M |
| Douglas Lane & Associates, LLC | 0.83% | Reduce -3.9% | 2,849,136 | $61.0M |
| Two Sigma Investments, LP | 0.04% | Add +449.9% | 2,659,431 | $56.9M |
| PGGM Investments | 1.31% | Reduce -53.8% | 2,484,558 | $53.2M |
| Amundi | 0.01% | Reduce -41.5% | 2,215,354 | $47.4M |
| Los Angeles Capital Management LLC | 0.17% | Add +68961.8% | 2,149,893 | $46.0M |
| Schroder Investment Management Group | 0.03% | Reduce -9.6% | 1,908,936 | $41.7M |
| Systematic Financial Management LP | 0.79% | Add +0.5% | 1,848,665 | $39.6M |
| BNP Paribas Financial Markets | 0.02% | Add +10.2% | 1,837,939 | $39.3M |
| Royal Bank of Canada | 0.01% | Reduce -6.4% | 1,786,444 | $38.2M |
| M&T Bank Corp | 0.11% | Reduce -0.0% | 1,712,396 | $36.6M |
| Citigroup Inc. | 0.02% | Reduce -13.4% | 1,690,209 | $36.2M |
| APG Asset Management US Inc. | 0.25% | No change | 1,664,514 | $36.0M |
| Allianz Asset Management GmbH | 0.03% | Add +21.4% | 1,639,312 | $35.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Add +3643.7% | 1,634,902 | $35.0M |
| Advisors Capital Management, LLC | 0.36% | Add +5.0% | 1,576,297 | $33.7M |
| Nuveen, LLC | 0.01% | Reduce -10.3% | 1,575,689 | $33.7M |
| GW&K Investment Management, LLC | 0.25% | Reduce -5.6% | 1,474,255 | $31.5M |
| AQR Capital Management | 0.01% | Add +99.5% | 1,468,813 | $31.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -30.8% | 1,466,911 | $31.4M |
| CBRE Investment Management Listed Real Assets LLC | 0.43% | Reduce -43.1% | 1,447,136 | $31.0M |
| SG Americas Securities, LLC | 0.02% | Add +26.7% | 1,444,028 | $30.9M |
| Nomura Asset Management International Inc. | 0.05% | Reduce -11.5% | 1,436,370 | $30.7M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -2.5% | 1,424,055 | $30.5M |
| Swiss National Bank | 0.02% | Reduce -31.5% | 1,396,520 | $29.9M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -4.0% | 1,379,910 | $29.5M |
| UBS Group AG | 0.00% | Reduce -64.0% | 1,302,948 | $27.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -8.4% | 1,281,183 | $27.4M |
| Wells Fargo & Company | 0.00% | Reduce -7.5% | 1,261,645 | $27.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -49.9% | 1,205,030 | $25.8M |
| Rhumbline Advisers | 0.02% | Reduce -14.1% | 1,174,330 | $25.1M |
| California Public Employees Retirement System | 0.01% | Add +1.5% | 1,161,732 | $24.9M |
| Nomura Asset Management Co. Ltd. | 0.05% | Reduce -12.8% | 1,140,985 | $24.4M |
| HRT Financial LP | 0.04% | New | 1,120,263 | $24.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Reduce -27.7% | 1,107,464 | $23.7M |
| Neuberger Berman Group LLC | 0.02% | Add +159.5% | 1,106,060 | $23.7M |
| Aberdeen Group plc | 0.03% | Reduce -11.3% | 1,065,085 | $22.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 1,056,015 | $22.6M |
| Asset Management One Co., Ltd. | 0.06% | Reduce -21.9% | 1,049,951 | $22.5M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -2.5% | 1,017,422 | $21.8M |
| Adelante Capital Management LLC | 1.42% | New | 1,009,623 | $21.6M |
| Sei Investments Co. | 0.02% | Reduce -8.9% | 1,005,537 | $21.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.2% | 1,003,467 | $21.5M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -1.0% | 991,387 | $21.2M |
| Zacks Investment Management | 0.15% | Reduce -0.3% | 978,247 | $20.9M |
| Alyeska Investment Group, L.P. | 0.05% | Reduce -82.6% | 975,864 | $20.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.8% | 1,001,155 | $20.7M |
| Oppenheimer Asset Management Inc. | 0.21% | Reduce -10.9% | 936,405 | $20.0M |
| Quantinno Capital Management LP | 0.02% | Add +14.2% | 919,836 | $19.7M |
| Mackenzie Financial Corp. | 0.02% | Add +1337.6% | 911,818 | $19.5M |
| Tudor Investment Corporation | 0.08% | New | 850,428 | $18.2M |
| Renaissance Technologies | 0.02% | Add +4.0% | 845,968 | $18.1M |
| Squarepoint Ops LLC | 0.03% | Add +14.3% | 824,854 | $17.7M |
| Foresight Group Ltd Liability Partnership | 3.15% | Add +0.6% | 808,489 | $17.5M |
| Heitman Real Estate Securities LLC | 1.12% | Reduce -49.4% | 815,779 | $17.5M |
| Alliancebernstein L.P. | 0.01% | Add +0.1% | 1,053,848 | $17.3M |
| California State Teachers Retirement System | 0.02% | Reduce -1.4% | 808,354 | $17.3M |
| Vontobel Holding Ltd. | 0.06% | Add +3163.9% | 804,137 | $17.2M |
| Barclays PLC | 0.01% | Reduce -70.4% | 769,429 | $16.5M |
| Conversant Capital LLC | 1.88% | New | 750,000 | $16.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.08% | Add +48.7% | 727,076 | $15.6M |
| Baird Financial Group, Inc. | 0.02% | Add +17.0% | 709,918 | $15.2M |
| Swedbank AB | 0.01% | Reduce -18.4% | 692,670 | $14.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.0% | 692,527 | $14.8M |
| Fifth Third Bancorp | 0.02% | Reduce -6.5% | 674,986 | $14.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.8% | 662,019 | $14.2M |
| Gotham Asset Management | 0.03% | Add +44.9% | 661,535 | $14.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +86.7% | 654,073 | $14.0M |
| Bank of Montreal | 0.01% | Add +10.3% | 647,455 | $13.9M |
| Millennium Management | 0.01% | Reduce -80.3% | 642,305 | $13.7M |
| Vanguard Investments Australia, Ltd. | 0.03% | Reduce -19.1% | 633,764 | $13.6M |
| Davis Selected Advisers | 0.06% | Reduce -2.2% | 631,026 | $13.5M |
| Susquehanna International Group, LLP | 0.01% | Add +553.3% | 622,622 | $13.3M |
| Assetmark, Inc. | 0.02% | Add +16.3% | 618,950 | $13.2M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -0.9% | 614,443 | $13.1M |
| DAVENPORT & Co LLC | 0.07% | Reduce -3.3% | 606,797 | $13.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -7.0% | 604,504 | $12.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -18.6% | 595,982 | $12.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.8% | 556,567 | $11.9M |
| Foster Victor Wealth Advisors, LLC | 0.62% | Add +3.4% | 547,466 | $11.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -35.5% | 550,316 | $11.8M |
| Macquarie Group Ltd. | 0.05% | Reduce -5.8% | 545,031 | $11.7M |
| Lasalle Investment Management Securities LLC | 0.41% | No change | 533,956 | $11.4M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.5% | 532,437 | $11.4M |
| Creative Planning | 0.01% | Add +30.1% | 531,278 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +29.1% | 529,409 | $11.3M |
| Cetera Investment Advisers | 0.01% | Reduce -2.6% | 492,682 | $10.5M |
| Calamos Advisors LLC | 0.05% | Reduce -1.8% | 482,808 | $10.3M |
| National Bank of Canada | 0.01% | Reduce -37.2% | 481,141 | $10.3M |
| Old National Bancorp | 0.20% | Add +12.7% | 470,825 | $10.1M |
| Altrinsic Global Advisors LLC | 0.37% | Reduce -8.5% | 465,398 | $10.0M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -12.7% | 463,738 | $9.9M |
| Northside Capital Management, LLC | 0.79% | Reduce -1.7% | 453,276 | $9.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -4.8% | 451,399 | $9.7M |
| Van Eck Associates Corp. | 0.01% | Reduce -2.9% | 433,186 | $9.3M |
| Chilton Capital Management LLC | 0.29% | Add +15.8% | 426,708 | $9.1M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -0.6% | 413,578 | $8.8M |
| APG Asset Management N.V. | 0.02% | Add +38.0% | 467,911 | $8.8M |
| Crawford Investment Counsel Inc. | 0.15% | Reduce -0.7% | 408,939 | $8.8M |
| Prudential Financial Inc. | 0.01% | Reduce -16.8% | 399,732 | $8.6M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 397,110 | $8.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Reduce -41.1% | 395,982 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Add +3.0% | 388,965 | $8.3M |
| MML Investors Services, LLC | 0.02% | Add +49.6% | 366,273 | $7.8M |
| Cornerstone Capital, Inc. | 0.68% | Add +0.1% | 356,399 | $7.6M |
| Lightrock Netherlands B.V. | 1.50% | Reduce -9.7% | 355,000 | $7.6M |
| Vert Asset Management LLC | 2.08% | Add +2.7% | 354,881 | $7.6M |
| Holocene Advisors, LP | 0.02% | New | 342,221 | $7.3M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -15.9% | 336,382 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -1.9% | 335,041 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +177.2% | 333,635 | $7.1M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.8% | 332,877 | $7.1M |
| Jain Global LLC | 0.09% | New | 332,423 | $7.1M |
| Handelsbanken Fonder AB | 0.02% | Add +34.1% | 327,900 | $7.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.5% | 325,176 | $7.0M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -24.8% | 313,606 | $6.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.1% | 319,608 | $6.8M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +196.7% | 312,735 | $6.7M |
| Jupiter Topco LLC | 0.00% | — | 306,001 | $6.5M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 395,393 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -12.9% | 297,250 | $6.4M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -0.5% | 295,380 | $6.3M |
| Intact Investment Management Inc. | 0.18% | Add +24.6% | 292,100 | $6.3M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -26.7% | 281,442 | $6.0M |
| Eurizon Capital SGR S.p.A. | 0.02% | Reduce -21.4% | 270,684 | $5.8M |
| Jones Financial Companies LLLP | 0.00% | Add +10.7% | 263,547 | $5.7M |
| Baillie Gifford & Co. | 0.01% | Reduce -20.8% | 265,101 | $5.7M |
| NEOS Investment Management LLC | 0.02% | Add +13.0% | 263,738 | $5.6M |
| Alpha Omega Wealth Management LLC | 0.84% | Add +0.1% | 259,079 | $5.5M |
| STRS Ohio | 0.02% | Reduce -38.7% | 257,647 | $5.5M |
| Long Pond Capital, LP | 0.58% | Reduce -89.7% | 257,116 | $5.5M |
| First Trust Advisors LP | 0.00% | Reduce -3.5% | 255,168 | $5.5M |
| CI Investments Inc. | 0.02% | Reduce -88.8% | 246,137 | $5.3M |
| Landscape Capital Management, L.L.C. | 0.34% | Add +141.6% | 244,087 | $5.2M |
| Cerity Partners LLC | 0.01% | Add +10.6% | 242,389 | $5.2M |
| Tocqueville Asset Management L.P. | 0.07% | Add +0.8% | 238,701 | $5.1M |
| Morningstar Investment Management LLC | 0.31% | No change | 310,140 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +10.6% | 236,737 | $5.1M |
| D.A. Davidson & Co. | 0.03% | Add +31.3% | 232,938 | $5.0M |
| Capricorn Fund Managers Ltd | 0.39% | New | 228,200 | $4.9M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -6.0% | 224,767 | $4.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +40.7% | 224,241 | $4.8M |
| Guggenheim Capital LLC | 0.03% | Add +16.8% | 223,139 | $4.8M |
| Worldquant Millennium Advisors LLC | 0.02% | Reduce -47.9% | 221,585 | $4.7M |
| Toronto Dominion Bank | 0.01% | Reduce -30.2% | 218,039 | $4.7M |
| Marshall Wace, LLP | 0.00% | Add +11.7% | 212,686 | $4.6M |
| Marathon Capital Management | 0.91% | Reduce -15.1% | 208,688 | $4.5M |
| GSI Capital Advisors LLC | 2.07% | New | 205,550 | $4.4M |
| Pensionfund PDN | 2.22% | Reduce -6.5% | 201,473 | $4.3M |
| SummitTX Capital, L.P. | 0.11% | Reduce -76.3% | 200,160 | $4.3M |
| 1834 Investment Advisors Co. | 0.48% | Add +8.4% | 199,520 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.6% | 196,421 | $4.3M |
| Credit Agricole S A | 0.01% | Add +315.7% | 197,534 | $4.2M |
| Public Sector Pension Investment Board | 0.01% | Reduce -0.5% | 196,831 | $4.2M |
| ProShare Advisors LLC | 0.01% | Reduce -0.4% | 196,646 | $4.2M |
| Czech National Bank | 0.02% | Add +3.7% | 196,235 | $4.2M |
| Metis Global Partners, LLC | 0.09% | Reduce -31.6% | 192,639 | $4.1M |
| Arizona State Retirement System | 0.02% | Add +1.6% | 191,842 | $4.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Reduce -23.6% | 187,989 | $4.0M |
| New York Life Investment Management LLC | 0.03% | Add +2.5% | 186,615 | $4.0M |
| Centersquare Investment Management LLC | 0.03% | Reduce -45.9% | 186,344 | $4.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +297.2% | 179,283 | $3.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.6% | 177,214 | $3.8M |
| Lido Advisors, LLC | 0.01% | New | 176,970 | $3.8M |
| State of Michigan Retirement System | 0.02% | Reduce -2.8% | 176,493 | $3.8M |
| New Insight Wealth Advisors | 1.11% | Add +472.2% | 176,051 | $3.8M |
| Wolff Wiese Magana LLC | 1.72% | Reduce -1.4% | 174,701 | $3.7M |
| XTX Topco Ltd | 0.05% | Add +469.8% | 172,780 | $3.7M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 171,599 | $3.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +7.0% | 171,242 | $3.7M |
| Storebrand Asset Management As | 0.01% | Reduce -24.4% | 169,455 | $3.6M |
| Boston Partners | 0.00% | Add +37.5% | 166,977 | $3.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +0.1% | 164,875 | $3.5M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +2.8% | 161,827 | $3.5M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -28.0% | 160,900 | $3.4M |
| Bokf, NA | 0.05% | Add +19.8% | 158,731 | $3.4M |
| Meridian Investment Counsel Inc. | 0.73% | Reduce -0.8% | 158,571 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -0.9% | 156,814 | $3.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -3.4% | 156,095 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.4% | 155,629 | $3.3M |
| Havemeyer Place LP | 0.32% | New | 152,035 | $3.3M |
| CIBC Asset Management Inc | 0.01% | Reduce -8.4% | 151,841 | $3.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.15% | New | 151,440 | $3.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +11.0% | 151,052 | $3.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.3% | 149,426 | $3.2M |
| Allstate Corp. | 0.03% | Add +13.4% | 148,716 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.7% | 147,784 | $3.2M |
| Nuance Investments, LLC | 0.54% | Reduce -35.7% | 147,135 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +23.1% | 146,336 | $3.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -63.1% | 146,123 | $3.1M |
| Paralel Advisors LLC | 0.12% | Add +25.5% | 144,063 | $3.1M |
| Generali Asset Management SPA SGR | 0.05% | Reduce -9.6% | 141,185 | $3.0M |
| Clean Yield Group | 0.73% | Reduce -28.9% | 138,158 | $3.0M |
| Vestcor Inc | 0.07% | Reduce -8.6% | 136,832 | $2.9M |
| Voya Investment Management LLC | 0.00% | Reduce -43.7% | 136,137 | $2.9M |
| LSV Asset Management | 0.01% | Reduce -46.5% | 133,300 | $2.9M |
| Hazelview Securities Inc. | 0.39% | New | 129,954 | $2.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.4% | 130,219 | $2.8M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -48.5% | 131,321 | $2.8M |
| HF Advisory Group, LLC | 0.86% | Add +9.2% | 130,432 | $2.8M |
| Independent Financial Group, LLC | 0.05% | Reduce -18.2% | 129,124 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +1116.1% | 126,160 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -86.8% | 125,729 | $2.7M |
| Zimmer Partners, LP | 0.06% | Reduce -7.6% | 125,000 | $2.7M |
| Focus Partners Wealth | 0.00% | Reduce -89.2% | 124,703 | $2.7M |
| Westpac Banking Corp. | 0.16% | No change | 124,453 | $2.7M |
| Advisors Asset Management, Inc. | 0.04% | Add +61.5% | 122,337 | $2.6M |
| Trust Co. of Toledo NA | 0.22% | Reduce -0.0% | 121,585 | $2.6M |
| Acadian Asset Management LLC | 0.00% | New | 120,540 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -5.7% | 119,165 | $2.5M |
| Natixis | 0.01% | Reduce -32.0% | 119,133 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +147.4% | 118,281 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.6% | 118,273 | $2.5M |
| New Age Alpha Advisors, LLC | 0.11% | Reduce -1.3% | 117,858 | $2.5M |
| Vident Advisory, LLC | 0.02% | Add +7.8% | 115,718 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -26.2% | 115,466 | $2.5M |
| IFM Investors Pty Ltd | 0.02% | Reduce -56.0% | 113,841 | $2.4M |
| Woodline Partners LP | 0.01% | Reduce -18.3% | 111,216 | $2.4M |
| TD Asset Management Inc | 0.00% | Reduce -62.4% | 110,402 | $2.4M |
| Aristotle Capital Boston, LLC | 0.16% | Reduce -24.6% | 108,350 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -46.0% | 108,049 | $2.3M |
| Old North State Wealth Management, LLC | 0.97% | Add +32.6% | 106,428 | $2.3M |
| Utah Retirement Systems | 0.02% | Reduce -6.0% | 105,744 | $2.3M |
| Oak Thistle LLC | 0.22% | Add +27.9% | 105,289 | $2.3M |
| Mariner, LLC | 0.00% | Add +584.8% | 103,980 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -28.9% | 100,224 | $2.1M |
| Resources Management Corp. /CT/ | 0.27% | Add +1.2% | 100,190 | $2.1M |
| MFG Wealth Management, Inc. | 1.50% | Add +4.1% | 98,254 | $2.1M |
| Pensionfund Sabic | 2.17% | No change | 94,755 | $2.0M |
| Lighthouse Investment Partners, LLC | 0.06% | Reduce -78.8% | 93,255 | $2.0M |
| Marks Group Wealth Management, Inc | 0.17% | Add +1.5% | 93,121 | $2.0M |
| &partners | 0.01% | Add +18.4% | 91,437 | $2.0M |
| Inspire Advisors, LLC | 0.14% | Add +31.3% | 90,854 | $1.9M |
| Investment Management Corp of Ontario | 0.02% | Reduce -67.0% | 90,324 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.9% | 88,990 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +5.5% | 87,860 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Add +739.5% | 87,386 | $1.9M |
| Sophron Capital Management L.P. | 0.58% | Reduce -60.6% | 87,147 | $1.9M |
| ING Groep NV | 0.01% | Reduce -5.3% | 86,969 | $1.9M |
| Measured Risk Portfolios, Inc. | 1.65% | Reduce -17.1% | 86,927 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -11.8% | 86,334 | $1.8M |
| Rafferty Asset Management, LLC | 0.00% | Add +25.5% | 85,802 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +6.5% | 84,748 | $1.8M |
| Catalyst Funds Management Pty Ltd | 0.10% | Add +344.1% | 84,654 | $1.8M |
| Diversify Advisory Services, LLC | 0.03% | Add +11.3% | 79,846 | $1.8M |
| Diversify Wealth Management, LLC | 0.03% | Add +2.1% | 79,846 | $1.8M |
| Sigma Planning Corp | 0.04% | Reduce -0.6% | 82,922 | $1.8M |
| Sarasin & Partners LLP | 0.02% | Reduce -34.4% | 82,206 | $1.8M |
| Xponance LLC | 0.01% | Reduce -41.5% | 81,820 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -44.2% | 81,185 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | — | 80,578 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +52.6% | 80,167 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Add +1.3% | 79,458 | $1.7M |
| Nomura Holdings Inc. | 0.01% | Add +249.4% | 79,277 | $1.7M |
| Argent Advisors, Inc. | 0.42% | Add +3.5% | 78,813 | $1.7M |
| Bridgefront Capital, LLC | 0.44% | New | 78,779 | $1.7M |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -30.5% | 78,500 | $1.7M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.11% | Add +11.0% | 78,140 | $1.7M |
| Penserra Capital Management LLC | 0.01% | Reduce -5.4% | 77,936 | $1.7M |
| Harbour Investments, Inc. | 0.02% | Reduce -0.4% | 75,765 | $1.6M |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -29.1% | 73,094 | $1.6M |
| Vanderbilt University | 0.22% | Add +176.1% | 74,328 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -15.0% | 73,773 | $1.6M |
| Berkeley Capital Partners, LLC | 0.32% | Reduce -10.1% | 73,375 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -63.3% | 73,107 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -9.8% | 71,614 | $1.5M |
| Altman Advisors, Inc. | 0.53% | New | 69,543 | $1.5M |
| Mirador Capital Partners LP | 0.18% | Reduce -1.4% | 68,398 | $1.5M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -10.8% | 68,338 | $1.5M |
| Wiregrass Investment Management LLC | 0.97% | Add +0.6% | 66,682 | $1.4M |
| Mgo One Seven LLC | 0.02% | Add +58.0% | 64,152 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +70.7% | 63,838 | $1.4M |
| Intrua Financial, LLC | 0.13% | Reduce -4.3% | 63,830 | $1.4M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 63,498 | $1.4M |
| Twin City Private Wealth, LLC | 0.95% | Add +1.1% | 63,205 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 61,832 | $1.3M |
| Norinchukin Bank, The | 0.01% | Reduce -10.0% | 61,316 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Reduce -0.2% | 60,967 | $1.3M |
| Choreo, LLC | 0.01% | Add +3.7% | 60,662 | $1.3M |
| NewEdge Wealth, LLC | 0.01% | Add +4.1% | 59,766 | $1.3M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.04% | New | 59,349 | $1.3M |
| Ieq Capital, LLC | 0.01% | New | 56,814 | $1.2M |
| Commerzbank Aktiengesellschaft | 0.02% | Reduce -16.9% | 56,744 | $1.2M |
| SteelPeak Wealth, LLC | 0.03% | Add +14.8% | 56,728 | $1.2M |
| Principal Securities, Inc. | 0.01% | Reduce -1.0% | 56,523 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.3% | 56,309 | $1.2M |
| Edgestream Partners, L.P. | 0.04% | New | 56,106 | $1.2M |
| KBC Group NV | 0.00% | Reduce -56.5% | 55,798 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 54,757 | $1.2M |
| Summit Trail Advisors, LLC | 0.01% | Reduce -7.9% | 54,657 | $1.2M |
| Keybank National Association | 0.00% | Reduce -25.5% | 54,578 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -46.8% | 54,482 | $1.2M |
| Mizuho Securities USA LLC | 0.02% | Add +28.4% | 53,974 | $1.2M |
| Miller Global Investments, LLC | 0.95% | No change | 53,638 | $1.1M |
| Inspire Investing, LLC | 0.05% | Reduce -0.2% | 52,685 | $1.1M |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -79.2% | 50,244 | $1.1M |
| Caisse Des Depots Et Consignations | 0.02% | Reduce -15.8% | 50,210 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Add +36.8% | 50,088 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +38.4% | 49,791 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +23.0% | 48,672 | $1.1M |
| Ethic Inc. | 0.01% | Reduce -2.9% | 48,741 | $1.0M |
| Nordea Investment Management AB | 0.00% | Reduce -24.8% | 48,348 | $1.0M |
| Bank of Nova Scotia | 0.00% | Reduce -57.3% | 46,144 | $987K |
| Stephens Inc. | 0.01% | Reduce -6.2% | 45,567 | $975K |
| Advisory Services Network, LLC | 0.01% | Add +2.4% | 45,158 | $966K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -46.9% | 44,815 | $959K |
| D. E. Shaw & Co. | 0.00% | New | 44,055 | $943K |
| Kentucky Retirement Systems | 0.02% | New | 43,758 | $936K |
| Lecap Asset Management Ltd. | 0.40% | New | 43,414 | $929K |
| Redwood Investment Management, LLC | 0.09% | Reduce -2.5% | 43,328 | $927K |
| US Bancorp \de | 0.00% | Reduce -0.6% | 41,494 | $888K |
| Symphony Financial, Ltd. Co. | 0.10% | Add +15.1% | 40,390 | $879K |
| Connable Office Inc. | 0.08% | Add +0.9% | 40,692 | $871K |
| Parrish Capital LLC | 0.82% | Add +2.4% | 39,836 | $852K |
| Kentucky Trust Co | 0.41% | Add +0.1% | 39,452 | $844K |
| Arax Advisory Partners | 0.01% | Add +288.4% | 38,272 | $819K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.8% | 38,193 | $817K |
| Hartford Investment Management Co. | 0.02% | Reduce -3.8% | 37,838 | $810K |
| DNB Asset Management AS | 0.00% | Reduce -89.5% | 37,732 | $807K |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 37,554 | $804K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.9% | 36,419 | $779K |
| Fiduciary Group, LLC | 0.06% | Add +28.2% | 36,086 | $772K |
| Carret Asset Management, LLC | 0.07% | Add +3.6% | 35,909 | $768K |
| Park Avenue Securities LLC | 0.00% | Add +4.0% | 35,794 | $766K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.6% | 35,200 | $753K |
| Maryland State Retirement & Pension System | 0.01% | No change | 35,035 | $750K |
| New Mexico Educational Retirement Board | 0.02% | Add +7.1% | 34,500 | $738K |
| Naviter Wealth, LLC | 0.07% | Reduce -0.2% | 34,184 | $732K |
| Readystate Asset Management LP | 0.05% | New | 34,173 | $731K |
| Arvest Bank Trust Division | 0.04% | Reduce -4.7% | 33,981 | $727K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -30.8% | 33,621 | $719K |
| Arjuna Capital | 0.16% | Reduce -0.9% | 33,614 | $719K |
| MAI Capital Management | 0.00% | Add +65.5% | 32,441 | $694K |
| Two Sigma Securities, LLC | 0.06% | Add +12.6% | 32,078 | $686K |
| Romano Brothers and Company | 0.07% | No change | 31,597 | $676K |
| CacheTech Inc. | 0.11% | Add +22.0% | 31,552 | $675K |
| Harrington Investments, INC | 0.32% | Reduce -6.2% | 31,346 | $671K |
| Shufro Rose & Co. LLC | 0.04% | Reduce -8.7% | 31,315 | $670K |
| Pathway Financial Advisers, LLC | 0.17% | Add +0.8% | 31,270 | $669K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +62.2% | 31,233 | $668K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -2.9% | 31,067 | $665K |
| PFG Investments, LLC | 0.03% | Add +7.9% | 31,000 | $663K |
| DoubleLine ETF Adviser LP | 0.27% | Reduce -14.2% | 30,759 | $658K |
| Legacy Capital Group California, Inc. | 0.20% | Reduce -2.5% | 30,670 | $656K |
| Brookstone Capital Management | 0.01% | Reduce -94.9% | 30,255 | $647K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -0.2% | 30,209 | $646K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -8.3% | 30,067 | $643K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.3% | 29,787 | $637K |
| Archer Investment Corp | 0.12% | Add +20.4% | 29,516 | $632K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.7% | 28,992 | $620K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -2.2% | 28,418 | $608K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +11.9% | 28,417 | $608K |
| Groupama Asset Managment | 0.01% | Reduce -70.5% | 28,061 | $602K |
| Advisortrust Partners, LLC | 0.20% | Add +5.8% | 27,874 | $597K |
| Diamant Asset Management, Inc. | 0.41% | Reduce -91.2% | 27,865 | $596K |
| Purpose Unlimited Inc. | 0.02% | Reduce -1.5% | 27,638 | $591K |
| Smith Asset Management Co., LLC | 0.46% | Reduce -0.6% | 27,243 | $583K |
| Clearstead Advisors, LLC | 0.01% | Add +8947.5% | 27,233 | $583K |
| MUFG Securities EMEA plc | 0.01% | Reduce -4.6% | 27,216 | $582K |
| Legacy Financial Independent Advisors LLC | 0.27% | Reduce -11.4% | 27,048 | $579K |
| New Wave Wealth Advisors LLC | 0.16% | Add +42.2% | 27,045 | $579K |
| Saxon Interests, Inc. | 0.15% | Reduce -0.0% | 25,978 | $556K |
| Arkadios Wealth Advisors | 0.01% | Reduce -41.1% | 25,463 | $545K |
| Isthmus Partners, LLC | 0.05% | Add +8.1% | 25,093 | $537K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -46.6% | 25,031 | $537K |
| MSH Capital Advisors LLC | 0.09% | Reduce -0.0% | 25,076 | $537K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.5% | 24,947 | $534K |
| Waterloo Capital, L.P. | 0.03% | Add +4.2% | 24,916 | $533K |
| Signaturefd, LLC | 0.01% | Add +17.4% | 24,727 | $529K |
| DRW Securities, LLC | 0.03% | Reduce -26.3% | 24,603 | $527K |
| Alan B Lancz & Associates, Inc. | 0.45% | No change | 24,400 | $522K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -60.0% | 24,260 | $519K |
| Integrated Wealth Concepts LLC | 0.00% | Add +25.1% | 24,236 | $519K |
| Group One Trading LLC | 0.01% | Add +146.6% | 24,128 | $516K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -3.8% | 23,936 | $512K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -20.0% | 23,847 | $510K |
| Arvest Investments, Inc. | 0.06% | Reduce -3.1% | 23,712 | $507K |
| Associated Banc-Corp | 0.01% | Reduce -27.1% | 23,269 | $498K |
| Tidal Investments LLC | 0.00% | Reduce -23.7% | 23,177 | $496K |
| Anchor Investment Management, LLC | 0.04% | Add +12.3% | 23,075 | $494K |
| Advisors Management Group Inc. | 0.08% | Reduce -1.8% | 23,040 | $493K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -47.0% | 23,003 | $492K |
| Advisory Alpha, LLC | 0.01% | Add +7.2% | 22,386 | $479K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.6% | 22,104 | $473K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -1.1% | 21,971 | $470K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -12.9% | 21,782 | $466K |
| Harvest Portfolios Group Inc. | 0.01% | Reduce -48.0% | 21,698 | $464K |
| Sivia Capital Partners, LLC | 0.06% | New | 21,696 | $464K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Reduce -5.0% | 21,341 | $457K |
| Probity Advisors, Inc. | 0.06% | Add +1.5% | 21,152 | $453K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 21,140 | $452K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +135.2% | 21,007 | $450K |
| Sterling Capital Management LLC | 0.01% | Reduce -10.7% | 20,865 | $447K |
| Mufg Securities Americas Inc. | 0.02% | Add +8.0% | 20,764 | $444K |
| William Blair Investment Management, LLC | 0.00% | Add +0.5% | 20,733 | $444K |
| Moors & Cabot, Inc. | 0.02% | Reduce -3.0% | 20,729 | $444K |
| North Dakota State Investment Board | 0.02% | Add +1.7% | 20,615 | $441K |
| Cresset Asset Management, LLC | 0.00% | New | 20,603 | $441K |
| Canada Pension Plan Investment Board | 0.00% | New | 20,600 | $441K |
| Spirit of America Management Corp. | 0.08% | No change | 20,217 | $433K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -64.3% | 20,174 | $432K |
| Carolina Wealth Management Inc | 0.20% | — | 20,106 | $430K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.5% | 19,964 | $427K |
| Dumont & Blake Investment Advisors LLC | 0.10% | Reduce -1.0% | 19,893 | $426K |
| Lanark Financial, Inc. | 0.03% | Reduce -1.8% | 19,738 | $422K |
| Revisor Wealth Management LLC | 0.10% | Reduce -0.1% | 19,620 | $420K |
| Alliance Wealth Advisors, LLC | 0.17% | Reduce -1.1% | 19,405 | $415K |
| Walleye Trading LLC | 0.01% | New | 19,343 | $414K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.5% | 18,320 | $412K |
| Access Investment Management LLC | 0.11% | Add +25.8% | 19,233 | $412K |
| WCG Wealth Advisors LLC | 0.01% | Add +16.9% | 19,142 | $410K |
| FIL Ltd | 0.00% | Reduce -79.1% | 19,052 | $408K |
| Frec Markets, Inc. | 0.04% | Add +4.5% | 18,473 | $395K |
| Quantum Portfolio Management LLC | 0.14% | Reduce -37.5% | 18,356 | $393K |
| Praxis Investment Management Inc. | 0.02% | Reduce -18.9% | 18,310 | $392K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -0.5% | 18,159 | $389K |
| GAMMA Investing LLC | 0.01% | Add +21.4% | 17,933 | $384K |
| Salem Investment Counselors Inc. | 0.01% | No change | 17,875 | $383K |
| Chicago Partners Investment Group LLC | 0.01% | Add +19.1% | 17,147 | $379K |
| RS Crum Inc. | 0.07% | No change | 17,269 | $370K |
| Blue Trust, Inc. | 0.00% | Reduce -17.8% | 16,744 | $358K |
| Lee Danner & Bass Inc. | 0.02% | No change | 16,732 | $358K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -4.9% | 16,546 | $354K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -12.5% | 16,394 | $351K |
| Horizon Investments, LLC | 0.00% | Reduce -0.4% | 11,803 | $350K |
| Danske Bank A/S | 0.00% | Reduce -95.9% | 16,300 | $349K |
| Adams Wealth Management | 0.07% | Add +9.3% | 16,288 | $349K |
| Weiss Asset Management LP | 0.01% | New | 16,260 | $348K |
| Aspen Wealth Strategies, LLC | 0.17% | No change | 16,214 | $347K |
| Waverly Advisors, LLC | 0.00% | New | 16,047 | $343K |
| Aegis Wealth Management LLC | 0.16% | Add +27.0% | 15,961 | $342K |
| Perigon Wealth Management, LLC | 0.01% | Add +15.9% | 15,928 | $341K |
| Allie Family Office LLC | 0.13% | New | 16,620 | $341K |
| HUB Investment Partners, LLC | 0.01% | New | 15,816 | $338K |
| Accurate Wealth Management, LLC | 0.03% | Add +22.6% | 15,631 | $338K |
| Allworth Financial LP | 0.00% | Reduce -30.2% | 15,765 | $337K |
| Manske Wealth Management | 0.08% | Reduce -19.9% | 15,564 | $333K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.3% | 15,376 | $329K |
| AlphaGrep UK Ltd | 0.10% | Reduce -47.9% | 15,163 | $324K |
| Jump Financial, LLC | 0.00% | Add +17.6% | 14,800 | $317K |
| Parallel Advisors, LLC | 0.00% | Add +18.7% | 14,736 | $315K |
| Total Wealth Planning & Management, Inc. | 0.23% | New | 14,721 | $315K |
| Indivisible Partners | 0.02% | New | 14,652 | $314K |
| Prosperity Consulting Group, LLC | 0.01% | New | 14,569 | $312K |
| Park Capital Management, LLC / WI | 0.18% | New | 14,549 | $311K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.21% | Reduce -13.0% | 14,465 | $310K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.6% | 14,347 | $307K |
| Benjamin Edwards Inc. | 0.00% | Add +6.1% | 14,246 | $305K |
| IRON Financial LLC | 0.12% | Add +15.1% | 14,139 | $303K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.3% | 13,976 | $299K |
| Tema ETFs LLC | 0.01% | Add +10.3% | 13,913 | $298K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -45.9% | 13,656 | $292K |
| Gilbert & Cook, Inc. | 0.03% | Add +0.9% | 13,625 | $292K |
| Beacon Financial Group | 0.03% | Reduce -7.6% | 13,536 | $290K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -30.1% | 13,519 | $289K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +33.8% | 13,511 | $289K |
| Kera Capital Partners, Inc. | 0.03% | New | 13,335 | $285K |
| GTS Securities LLC | 0.01% | Reduce -42.9% | 13,331 | $285K |
| Atlas Brown,Inc. | 0.08% | Add +1.0% | 13,329 | $285K |
| Comprehensive Money Management Services LLC | 0.18% | No change | 13,311 | $285K |
| Portside Wealth Group, LLC | 0.03% | Add +14.1% | 13,237 | $283K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | Reduce -93.5% | 13,200 | $282K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -12.1% | 13,153 | $281K |
| Nykredit A/S | 0.00% | — | 13,141 | $281K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -12.8% | 13,083 | $280K |
| BTC Capital Management, Inc. | 0.02% | No change | 12,806 | $274K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 12,805 | $274K |
| Keynote Financial Services LLC | 0.13% | Reduce -4.2% | 12,728 | $272K |
| Sound Income Strategies, LLC | 0.01% | Reduce -0.6% | 12,724 | $272K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -6.6% | 12,650 | $271K |
| Bayforest Capital Ltd | 0.25% | Reduce -11.0% | 12,627 | $270K |
| Novak & Powell Financial Services, Inc. | 0.12% | Add +1.6% | 12,254 | $262K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -11.8% | 12,165 | $260K |
| Duncan Williams Asset Management, LLC | 0.06% | No change | 12,037 | $258K |
| Provenance Wealth Advisors, LLC | 0.02% | Add +5.4% | 12,019 | $257K |
| Glenmede Trust Co. NA | 0.00% | Add +18.9% | 12,002 | $257K |
| Symmetry Partners, LLC | 0.01% | New | 11,951 | $256K |
| Safe Harbor Family Capital, LLC | 0.17% | Add +9.8% | 11,945 | $256K |
| Gross & Hartman Investments LLC | 0.11% | New | 11,945 | $256K |
| Kestra Investment Management, LLC | 0.00% | New | 11,884 | $254K |
| Ninety One UK Ltd | 0.00% | Add +18.2% | 11,880 | $254K |
| Bleakley Financial Group, LLC | 0.00% | New | 11,631 | $249K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.9% | 11,334 | $248K |
| Woodward Diversified Capital, LLC | 0.11% | Add +0.1% | 11,548 | $247K |
| Private Advisor Group, LLC | 0.00% | Reduce -76.1% | 11,445 | $245K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 11,424 | $244K |
| Hilltop Holdings Inc. | 0.02% | Reduce -5.0% | 11,394 | $244K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -4.3% | 11,317 | $242K |
| CenterBook Partners LP | 0.01% | New | 11,231 | $240K |
| Lazard Asset Management LLC | 0.00% | New | 11,180 | $239K |
| Blair William & Co. | 0.00% | Add +0.3% | 11,173 | $239K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 11,080 | $237K |
| CX Institutional | 0.01% | Add +6.1% | 11,003 | $235K |
| Anchyra Partners LLC | 0.06% | New | 10,880 | $233K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 10,775 | $231K |
| Abel Hall, LLC | 0.04% | Add +6.8% | 10,756 | $230K |
| Silver Lake Group, L.L.C. | 0.01% | No change | 10,800 | $230K |
| SVB Wealth LLC | 0.01% | Reduce -23.3% | 10,588 | $227K |
| 111 Capital | 0.04% | New | 10,481 | $224K |
| Callan Family Office, LLC | 0.00% | Reduce -11.0% | 10,268 | $220K |
| Bright Futures Wealth Management, LLC. | 0.14% | No change | 10,100 | $216K |
| Commerce Bank | 0.00% | Reduce -3.3% | 10,075 | $216K |
| Centaurus Financial, Inc. | 0.01% | Reduce -14.9% | 10,027 | $215K |
| Quadrature Capital Ltd | 0.00% | New | 10,019 | $214K |
| Howland Capital Management LLC | 0.01% | No change | 10,000 | $214K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -20.6% | 9,952 | $213K |
| Virtue Capital Management, LLC | 0.03% | New | 9,935 | $213K |
| Blankinship & Foster, LLC | 0.04% | New | 9,865 | $211K |
| Federated Hermes, Inc. | 0.00% | Add +234.6% | 9,750 | $209K |
| Kovack Advisors, Inc. | 0.01% | New | 9,622 | $208K |
| Brighton Jones LLC | 0.00% | New | 9,699 | $208K |
| DF Dent & Co. Inc. | 0.00% | New | 9,612 | $206K |
| Cetera Trust Company, N.A | 0.10% | Add +3.2% | 9,570 | $205K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -14.3% | 9,504 | $203K |
| TD Private Client Wealth LLC | 0.00% | Reduce -15.6% | 9,483 | $203K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -12.7% | 9,171 | $196K |
| Y.D. More Investments Ltd | 0.01% | Add +3.7% | 8,923 | $191K |
| Motco | 0.02% | Reduce -5.1% | 8,648 | $185K |
| Cape Investment Advisory, Inc. | 0.05% | New | 8,060 | $172K |
| Meramec Financial Planners, LLC | 0.06% | Reduce -0.8% | 7,461 | $168K |
| North Star Investment Management Corp. | 0.01% | No change | 7,586 | $162K |
| IFP Advisors, Inc | 0.00% | Add +22.1% | 7,472 | $160K |
| Bruce G. Allen Investments, LLC | 0.10% | Reduce -2.5% | 7,163 | $153K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +32.4% | 6,861 | $147K |
| Continuum Advisory, LLC | 0.01% | New | 6,697 | $143K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.9% | 6,337 | $136K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -0.4% | 6,036 | $129K |
| Mather Group, Llc. | 0.00% | Add +217.8% | 5,918 | $127K |
| LRI Investments, LLC | 0.01% | Reduce -35.8% | 5,893 | $126K |
| Versant Capital Management, Inc | 0.01% | Add +24.3% | 5,633 | $121K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 5,472 | $117K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +24.7% | 5,469 | $117K |
| Palouse Capital Management, Inc. | 0.08% | No change | 5,383 | $115K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 5,284 | $113K |
| MeadowBrook Investment Advisors LLC | 0.09% | Reduce -34.8% | 8,055 | $112K |
| Rothschild Investment LLC | 0.00% | Add +98.8% | 5,121 | $110K |
| Tompkins Financial Corp. | 0.01% | No change | 5,000 | $107K |
| UMB Bank, n.a. | 0.00% | Reduce -14.9% | 4,951 | $106K |
| Huntington National Bank | 0.00% | Add +37.9% | 4,875 | $104K |
| Duff & Phelps Investment Management Co. | 0.00% | New | 4,872 | $104K |
| Sherman Asset Management, Inc. | 0.08% | No change | 4,630 | $99K |
| Fairscale Capital, LLC | 0.06% | No change | 4,608 | $99K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,594 | $98K |
| Trust Co. of Vermont | 0.00% | — | 4,487 | $96K |
| Silvant Capital Management LLC | 0.00% | No change | 4,479 | $96K |
| Private Trust Co. NA | 0.01% | Reduce -1.0% | 4,444 | $95K |
| Compass Financial Management LLC | 0.01% | — | 4,281 | $92K |
| Whittier Trust Co. | 0.00% | Reduce -2.4% | 3,990 | $87K |
| Quarry LP | 0.01% | Reduce -70.0% | 3,946 | $84K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -45.6% | 3,630 | $78K |
| Rexford Capital Inc. | 0.05% | No change | 3,600 | $77K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Reduce -14.3% | 3,151 | $67K |
| Summit Securities Group LLC | 0.01% | Reduce -32.9% | 3,149 | $67K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.3% | 3,149 | $67K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,978 | $65K |
| Coppell Advisory Solutions LLC | 0.00% | New | 11,429 | $58K |
| CVA Family Office, LLC | 0.01% | Reduce -27.9% | 2,565 | $55K |
| CoreCap Advisors, LLC | 0.00% | Add +2.4% | 2,472 | $53K |
| REAP Financial Group, LLC | 0.01% | Reduce -2.8% | 2,391 | $51K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 2,333 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.4% | 2,227 | $48K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 2,200 | $47K |
| Delta Asset Management LLC | 0.00% | Reduce -5.1% | 2,181 | $47K |
| Bogart Wealth, LLC | 0.00% | Add +1034.2% | 2,121 | $45K |
| Avalon Trust Co | 0.00% | No change | 2,093 | $45K |
| Hilltop National Bank | 0.01% | Add +2500.0% | 2,080 | $45K |
| Wiser Advisor Group LLC | 0.05% | Add +1.7% | 2,068 | $44K |
| Larson Financial Group LLC | 0.00% | Add +61.3% | 2,029 | $43K |
| International Assets Investment Management, LLC | 0.00% | Reduce -91.9% | 1,989 | $43K |
| First Bancorp, Inc | 0.02% | New | 2,000 | $43K |
| Ameriflex Group, Inc. | 0.02% | Add +27.6% | 1,972 | $42K |
| Zions Bancorporation, National Association | 0.00% | Add +108.5% | 1,893 | $41K |
| Ossiam | 0.00% | New | 1,879 | $40K |
| CYBER HORNET ETFs LLC | 0.02% | Reduce -1.7% | 1,877 | $40K |
| Covestor Ltd | 0.02% | Reduce -55.5% | 1,878 | $40K |
| Bessemer Group Inc. | 0.00% | Reduce -16.7% | 1,820 | $39K |
| Markowski Investments | 0.01% | — | 1,779 | $38K |
| Axiom Investment Management LLC | 0.03% | New | 1,768 | $38K |
| Prosperity Bancshares Inc | 0.02% | New | 1,751 | $37K |
| Regatta Research & Money Management | 0.03% | — | 1,661 | $36K |
| Rossby Financial, LCC | 0.01% | Reduce -8.2% | 1,645 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,610 | $34K |
| Advocate Investing Services LLC | 0.03% | No change | 1,600 | $34K |
| WPG Advisers, LLC | 0.02% | Add +8.1% | 1,556 | $33K |
| Security National Bank of So Dak | 0.01% | New | 1,485 | $32K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 1,472 | $32K |
| Clearstead Trust, LLC | 0.00% | Add +66.7% | 1,357 | $29K |
| Cromwell Holdings LLC | 0.01% | Add +84.7% | 1,184 | $25K |
| HM Payson & Co. | 0.00% | No change | 1,069 | $23K |
| Essential Partners LLC | 0.01% | Add +380.8% | 1,024 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -2.8% | 1,003 | $21K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,000 | $21K |
| Hughes Financial Services, LLC | 0.00% | Reduce -15.3% | 988 | $21K |
| IFG Advisory, LLC | 0.00% | New | 941 | $20K |
| MV Capital Management, Inc. | 0.00% | Reduce -0.2% | 929 | $20K |
| American National Bank & Trust | 0.00% | No change | 915 | $20K |
| JPL Wealth Management, LLC | 0.00% | No change | 910 | $19K |
| Ancora Advisors LLC | 0.00% | Reduce -67.7% | 897 | $19K |
| CENTRAL TRUST Co | 0.00% | Add +7.5% | 850 | $18K |
| Valley National Advisers Inc. | 0.00% | No change | 812 | $17K |
| Gould Capital, LLC | 0.01% | No change | 800 | $17K |
| Hanson & Doremus Investment Management | 0.00% | No change | 800 | $17K |
| Crews Bank & Trust | 0.00% | No change | 780 | $17K |
| Wellington-Altus USA Inc. | 0.01% | No change | 960 | $16K |
| Horizon Financial Services, LLC | 0.01% | No change | 733 | $16K |
| Avion Wealth | 0.00% | Add +10.0% | 726 | $15K |
| Financial Perspectives, Inc | 0.00% | No change | 688 | $15K |
| Quaker Wealth Management, LLC | 0.00% | No change | 680 | $15K |
| SJS Investment Consulting Inc. | 0.00% | Add +4406.7% | 676 | $14K |
| Aberdeen Wealth Management LLC | 0.01% | New | 650 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +141.1% | 639 | $14K |
| True Wealth Design, LLC | 0.00% | Add +191.9% | 610 | $13K |
| Dynamic Wealth Strategies, LLC | 0.01% | Add +14.7% | 600 | $13K |
| Triumph Capital Management | 0.00% | No change | 600 | $13K |
| Concord Wealth Partners | 0.00% | New | 575 | $12K |
| Entrust Financial LLC | 0.01% | Reduce -10.3% | 574 | $12K |
| Atlatl Advisers LLC | 0.00% | New | 568 | $12K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -81.6% | 566 | $12K |
| Spire Wealth Management | 0.00% | Reduce -10.4% | 535 | $11K |
| Meeder Asset Management Inc. | 0.00% | Add +53300.0% | 534 | $11K |
| Montag A & Associates Inc. | 0.00% | No change | 518 | $11K |
| Community Financial Services Group, LLC | 0.00% | No change | 500 | $11K |
| Bellevue Asset Management, LLC | 0.00% | New | 500 | $11K |
| Key Financial Inc | 0.00% | Reduce -13.0% | 481 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 468 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 465 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -2.6% | 454 | $10K |
| Eastern Bank | 0.00% | No change | 450 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.2% | 416 | $9K |
| Planning Strategies Inc. | 0.01% | — | 424 | $9K |
| First PREMIER Bank | 0.00% | No change | 400 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 400 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 390 | $8K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 420 | $8K |
| Manchester Capital Management LLC | 0.00% | Add +14.1% | 373 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 367 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 363 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | Reduce -6.6% | 356 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 350 | $7K |
| Caitlin John, LLC | 0.00% | Add +5516.7% | 337 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +18.7% | 337 | $7K |
| Raiffeisen Bank International AG | 0.00% | Reduce -60.4% | 328 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 345 | $7K |
| Bayban | 0.01% | No change | 317 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 316 | $7K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -84.4% | 303 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 300 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 300 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | Add +50.0% | 300 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 296 | $6K |
| Kemnay Advisory Services Inc. | 0.00% | Add +3.9% | 290 | $6K |
| Investors Research Corp | 0.00% | No change | 287 | $6K |
| DT Investment Partners, LLC | 0.00% | No change | 284 | $6K |
| First United Bank & Trust | 0.00% | New | 342 | $6K |
| SWAN Capital LLC | 0.00% | No change | 265 | $6K |
| Tidemark, LLC | 0.00% | No change | 255 | $5K |
| Fairman Group, LLC | 0.00% | Reduce -16.9% | 250 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +8.3% | 236 | $5K |
| Quent Capital, LLC | 0.00% | Reduce -8.4% | 229 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 228 | $5K |
| Creative Capital Management Investments LLC | 0.00% | No change | 210 | $4K |
| City State Bank | 0.00% | No change | 205 | $4K |
| Synergy Investment Management, LLC | 0.00% | Add +13.7% | 199 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 200 | $4K |
| Princeton Global Asset Management LLC | 0.00% | Add +2.1% | 194 | $4K |
| Addison Advisors LLC | 0.00% | Reduce -93.9% | 182 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 178 | $4K |
| Grove Bank & Trust | 0.00% | Reduce -28.2% | 173 | $4K |
| MidFirst Bank | 0.00% | No change | 173 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +8.6% | 165 | $4K |
| SHP Wealth Management | 0.00% | Add +67.4% | 154 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -6.1% | 153 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 153 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -21.3% | 148 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -20.0% | 148 | $3K |
| Horizon Bancorp Inc. | 0.00% | No change | 133 | $3K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 139 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 137 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -2.9% | 135 | $3K |
| Basepoint Wealth LLC | 0.00% | Add +1.5% | 135 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 125 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 122 | $3K |
| Dogwood Wealth Management LLC | 0.00% | Add +83.3% | 121 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +32.9% | 113 | $2K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 110 | $2K |
| Sfam, LLC | 0.00% | No change | 100 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 97 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 94 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -3.3% | 89 | $2K |
| Eukles Asset Management | 0.00% | No change | 86 | $2K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 78 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 77 | $2K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | No change | 76 | $2K |
| Kilter Group LLC | 0.00% | No change | 74 | $2K |
| Fulcrum Asset Management LLP | 0.00% | New | 66 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 67 | $1K |
| Dunhill Financial, LLC | 0.00% | Reduce -6.6% | 57 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 56 | $1K |
| First Pacific Financial | 0.00% | Add +2.1% | 48 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -66.4% | 47 | $1K |
| Allied Private Wealth LLC | 0.00% | — | 44 | $979 |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -93.1% | 45 | $963 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 45 | $963 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -6.5% | 43 | $920 |
| Align Financial, LLC | 0.00% | No change | 43 | $920 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 43 | $920 |
| Caldwell Trust Co | 0.00% | New | 41 | $877 |
| 1620 Investment Advisors, Inc. | 0.00% | New | 40 | $856 |
| Signature Equity Partners, LLC | 0.00% | New | 36 | $770 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 34 | $728 |
| TFC Financial Management, Inc. | 0.00% | No change | 31 | $664 |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 31 | $656 |
| Leo H. Evart, Inc. | 0.00% | No change | 30 | $642 |
| Investors Portfolio Services LLC | 0.00% | New | 28 | $599 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -50.0% | 28 | $599 |
| Nvwm, LLC | 0.00% | Reduce -37.5% | 25 | $535 |
| N.E.W. Advisory Services LLC | 0.00% | New | 24 | $514 |
| Stone House Investment Management, LLC | 0.00% | No change | 23 | $492 |
| Aventura Private Wealth, LLC | 0.00% | No change | 20 | $428 |
| Trust Co | 0.00% | Reduce -99.1% | 19 | $409 |
| Crewe Advisors LLC | 0.00% | New | 18 | $386 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 17 | $364 |
| Aspect Partners, LLC | 0.00% | Reduce -85.1% | 17 | $364 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 17 | $360 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 10 | $219 |
| Activest Wealth Management | 0.00% | New | 10 | $214 |
| American Capital Advisory, LLC | 0.00% | No change | 9 | $193 |
| Bollard Group LLC | 0.00% | Reduce -57.7% | 11 | $0 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 700 | $0 |
"% of holder's portfolio" is DOC's weight in each manager's 13F, not the share of Healthpeak Properties Inc. the manager owns.