VentasVTR
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 808 institutions reported holding Ventas Inc. (VTR) in their 13F filings, up 50 from Q4 2024. 116 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($4.7B), BlackRock, Inc. ($3.5B) and JPMorgan Chase & Co. ($2.2B). 9 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Ventas Inc.
- Sector
- Real Estate
- CUSIP
- 92276F100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $223.3M |
| Exits | 65 | $137.4M |
All 13F filers, Q4 2024 → Q1 2025: 34,278,584 shares bought and 19,844,922 shares sold, net +14,433,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 808 holders
| Vanguard Group Inc. | 0.09% | Add +3.7% | 68,941,561 | $4.7B |
| BlackRock, Inc. | 0.07% | Add +5.8% | 50,455,646 | $3.5B |
| JPMorgan Chase & Co. | 0.17% | Add +8.8% | 32,347,333 | $2.2B |
| State Street Corp. | 0.08% | Reduce -2.2% | 26,609,951 | $1.8B |
| FMR LLC | 0.10% | Add +5.2% | 23,049,701 | $1.6B |
| Principal Financial Group Inc. | 0.64% | Reduce -11.7% | 16,463,280 | $1.1B |
| APG Asset Management US Inc. | 6.17% | No change | 11,636,519 | $806.1M |
| Geode Capital Management, LLC | 0.06% | Add +6.4% | 11,651,620 | $798.8M |
| Resolution Capital Ltd | 10.56% | Add +10.5% | 7,889,848 | $542.5M |
| Centersquare Investment Management LLC | 4.87% | Add +0.2% | 6,843,065 | $470.5M |
| T. Rowe Price Associates Inc. | 0.05% | Add +4.6% | 6,414,404 | $441.1M |
| Northern Trust Corp. | 0.07% | Add +3.1% | 6,402,413 | $440.2M |
| Dimensional Fund Advisors LP | 0.11% | Add +3.8% | 6,338,089 | $435.8M |
| Massachusetts Financial Services Co. | 0.13% | Reduce -4.9% | 5,516,857 | $379.3M |
| Norges Bank | 0.05% | Reduce -5.6% | 5,455,300 | $375.1M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +4.7% | 5,266,301 | $362.1M |
| Legal & General Group Plc | 0.10% | Add +0.1% | 5,252,282 | $361.1M |
| Nuveen, LLC | 0.11% | — | 5,222,705 | $359.1M |
| Morgan Stanley | 0.02% | Add +8.5% | 4,926,348 | $338.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +6.3% | 4,591,373 | $315.7M |
| Deutsche Bank AG | 0.12% | Reduce -4.0% | 4,286,035 | $294.7M |
| Goldman Sachs Group Inc. | 0.05% | Add +40.7% | 3,649,367 | $250.9M |
| Invesco Ltd. | 0.05% | Reduce -8.1% | 3,537,524 | $243.2M |
| American Century Companies Inc. | 0.13% | Reduce -4.3% | 3,024,006 | $207.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.2% | 2,923,700 | $201.0M |
| Duff & Phelps Investment Management Co. | 2.27% | Reduce -1.0% | 2,824,221 | $194.2M |
| Rush Island Management, LP | 11.98% | Reduce -11.7% | 2,735,085 | $188.1M |
| CI Investments Inc. | 0.75% | Reduce -8.3% | 2,590,967 | $178.2M |
| Schroder Investment Management Group | 0.17% | Add +2.8% | 2,466,982 | $168.4M |
| Renaissance Technologies | 0.24% | Reduce -8.3% | 2,292,528 | $157.6M |
| Russell Investments Group, Ltd. | 0.20% | Add +5.9% | 2,109,899 | $145.1M |
| Cohen & Steers, Inc. | 0.26% | Add +2965.7% | 2,041,283 | $140.4M |
| Daiwa Securities Group Inc. | 0.59% | Add +879.3% | 2,013,833 | $138.5M |
| UBS Group AG | 0.03% | Add +27.6% | 1,989,173 | $136.8M |
| Bank of America Corp. | 0.01% | Add +18.5% | 1,819,759 | $125.1M |
| Qube Research & Technologies Ltd | 0.19% | Reduce -0.9% | 1,735,383 | $119.3M |
| HSBC Holdings PLC | 0.08% | Add +4.0% | 1,662,163 | $114.2M |
| Alliancebernstein L.P. | 0.04% | Add +23.8% | 1,653,158 | $113.7M |
| AQR Capital Management | 0.11% | Add +289.6% | 1,603,300 | $110.2M |
| California Public Employees Retirement System | 0.08% | Add +38.0% | 1,570,291 | $108.0M |
| Millennium Management | 0.11% | Add +203.1% | 1,564,307 | $107.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Add +9.6% | 1,560,696 | $107.3M |
| ANTIPODES PARTNERS Ltd | 3.16% | Reduce -1.1% | 1,466,460 | $100.8M |
| Macquarie Group Ltd. | 0.12% | Add +32.5% | 1,441,988 | $99.2M |
| Adage Capital Partners Gp, L.L.C. | 0.18% | Add +25.3% | 1,424,000 | $97.9M |
| Aberdeen Group plc | 0.19% | Add +30.4% | 1,424,133 | $97.3M |
| Amundi | 0.03% | Add +1.6% | 1,327,770 | $92.4M |
| D. E. Shaw & Co. | 0.12% | Add +33.4% | 1,312,353 | $90.2M |
| Sei Investments Co. | 0.11% | Add +7.3% | 1,289,491 | $88.7M |
| Barclays PLC | 0.04% | Add +96.4% | 1,279,764 | $88.0M |
| Franklin Resources Inc. | 0.03% | Reduce -6.7% | 1,246,758 | $85.7M |
| Swiss National Bank | 0.06% | Add +1.0% | 1,183,168 | $81.4M |
| Neuberger Berman Group LLC | 0.07% | Add +1.0% | 1,178,308 | $81.0M |
| Citadel Advisors | 0.08% | Add +129.3% | 1,113,078 | $76.5M |
| CANADA LIFE ASSURANCE Co | 0.13% | Add +9.9% | 1,045,290 | $71.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +13.7% | 1,044,611 | $71.8M |
| Janus Henderson Group PLC | 0.04% | Reduce -11.2% | 1,036,756 | $71.3M |
| Royal Bank of Canada | 0.02% | Add +34.5% | 1,031,007 | $70.9M |
| BNP Paribas Financial Markets | 0.05% | Reduce -16.6% | 995,079 | $68.4M |
| Prudential Financial Inc. | 0.10% | Reduce -2.4% | 989,171 | $68.0M |
| Employees Retirement System of Texas | 0.73% | Add +275.0% | 967,029 | $66.5M |
| Los Angeles Capital Management LLC | 0.29% | Add +15293.7% | 951,330 | $65.4M |
| Wellington Management Group LLP | 0.01% | Add +2305.0% | 918,277 | $63.1M |
| Aew Capital Management L P | 3.01% | Reduce -9.3% | 895,976 | $61.6M |
| Asset Management One Co., Ltd. | 0.21% | Add +10.1% | 875,627 | $60.2M |
| Rhumbline Advisers | 0.05% | Add +7.4% | 850,598 | $58.5M |
| Alyeska Investment Group, L.P. | 0.23% | New | 845,508 | $58.1M |
| Public Employees Retirement System of Ohio | 0.21% | Add +6.6% | 833,728 | $57.3M |
| Pictet Asset Management Holding SA | 0.06% | Reduce -13.7% | 770,750 | $53.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.11% | Reduce -3.3% | 761,543 | $52.4M |
| 1832 Asset Management L.P. | 0.10% | Reduce -2.4% | 758,908 | $52.2M |
| Balyasny Asset Management L.P. | 0.13% | Reduce -76.7% | 754,772 | $51.9M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +8.1% | 730,051 | $50.2M |
| Allianz Asset Management GmbH | 0.07% | Add +82.8% | 722,803 | $49.7M |
| STRS Ohio | 0.17% | Reduce -5.9% | 605,933 | $41.7M |
| Zurich Insurance Group Ltd | 0.34% | Reduce -28.3% | 605,331 | $41.6M |
| National Pension Service | 0.04% | Add +10.8% | 597,176 | $41.1M |
| California State Teachers Retirement System | 0.05% | Add +1.3% | 559,255 | $38.5M |
| Mackenzie Financial Corp. | 0.05% | Add +10.8% | 555,525 | $38.2M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -65.6% | 544,534 | $37.4M |
| Point72 Asset Management | 0.11% | Add +25.5% | 534,798 | $36.8M |
| Voloridge Investment Management, LLC | 0.14% | Reduce -45.8% | 533,067 | $36.7M |
| Storebrand Asset Management As | 0.12% | Reduce -5.8% | 532,641 | $36.6M |
| Adelante Capital Management LLC | 2.54% | Reduce -6.6% | 488,664 | $33.6M |
| Presima Securities ULC | 7.49% | Add +10.7% | 487,072 | $33.5M |
| Swedbank AB | 0.04% | Add +6.6% | 465,434 | $32.0M |
| Ameriprise Financial Inc. | 0.01% | Add +36.9% | 503,323 | $31.7M |
| Land & Buildings Investment Management, LLC | 6.31% | Reduce -37.5% | 433,926 | $29.8M |
| State Board of Administration of Florida Retirement System | 0.06% | Reduce -2.4% | 422,800 | $29.1M |
| Citigroup Inc. | 0.02% | Add +73.8% | 419,717 | $28.9M |
| Waterfront Capital Partners, LLC | 4.88% | Add +3.1% | 414,157 | $28.5M |
| Lasalle Investment Management Securities LLC | 1.22% | Add +9.5% | 404,668 | $27.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +0.9% | 403,116 | $27.7M |
| Korea Investment CORP | 0.07% | Add +46.9% | 400,522 | $27.5M |
| Mizuho Markets Americas LLC | 0.60% | New | 400,000 | $27.5M |
| CBRE Investment Management Listed Real Assets LLC | 0.40% | Add +25.7% | 376,973 | $25.9M |
| State of New Jersey Common Pension Fund D | 0.12% | Add +2.8% | 373,918 | $25.7M |
| Governors Lane LP | 5.64% | Reduce -50.0% | 368,800 | $25.4M |
| Chilton Capital Management LLC | 1.08% | Reduce -6.6% | 360,688 | $24.9M |
| State of Wisconsin Investment Board | 0.06% | Add +22.0% | 357,566 | $24.6M |
| First Trust Advisors LP | 0.02% | Add +1.6% | 341,430 | $23.5M |
| Retirement Systems of Alabama | 0.09% | Add +1.7% | 335,358 | $23.1M |
| Bank of Montreal | 0.01% | Reduce -20.7% | 324,905 | $22.3M |
| Cookson Peirce & Co. Inc. | 1.12% | Reduce -1.1% | 323,979 | $22.3M |
| Gotham Asset Management | 0.19% | Add +70.1% | 323,846 | $22.3M |
| Landmark Investment Partners, L.P. | 6.96% | Add +74.9% | 323,596 | $22.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -40.0% | 321,971 | $22.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.6% | 312,532 | $21.5M |
| Impax Asset Management Group plc | 0.13% | Reduce -19.5% | 310,286 | $21.3M |
| Andra AP-fonden | 0.35% | Add +17.7% | 309,500 | $21.3M |
| New York State Teachers Retirement System | 0.05% | Reduce -5.5% | 309,006 | $21.2M |
| Wells Fargo & Company | 0.01% | Add +3.5% | 302,698 | $20.8M |
| Uniplan Investment Counsel, Inc. | 2.07% | Reduce -7.0% | 300,373 | $20.7M |
| Heitman Real Estate Securities LLC | 1.33% | Reduce -73.2% | 298,723 | $20.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.21% | New | 297,910 | $20.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +5.8% | 295,758 | $20.3M |
| Aviva PLC | 0.05% | Add +17.0% | 291,887 | $20.1M |
| Worldquant Millennium Advisors LLC | 0.12% | Add +3.9% | 283,895 | $19.5M |
| Steigerwald, Gordon & Koch Inc. | 2.13% | Reduce -0.1% | 277,773 | $19.1M |
| Picton Mahoney Asset Management | 0.65% | Add +23.1% | 276,089 | $19.0M |
| Handelsbanken Fonder AB | 0.08% | Reduce -10.9% | 273,854 | $18.8M |
| Hazelview Securities Inc. | 3.39% | Add +270.2% | 271,165 | $18.6M |
| Lighthouse Investment Partners, LLC | 0.84% | Add +123.3% | 268,000 | $18.4M |
| New York State Common Retirement Fund | 0.03% | Add +4.8% | 260,916 | $17.9M |
| Resona Asset Management Co.,Ltd. | 0.10% | Add +10.6% | 256,868 | $17.7M |
| Ensign Peak Advisors, Inc | 0.03% | Add +10.8% | 255,859 | $17.6M |
| State of Alaska, Department of Revenue | 0.20% | Add +2.4% | 255,640 | $17.6M |
| Westwood Holdings Group Inc. | 0.13% | Reduce -7.8% | 251,616 | $17.3M |
| Davis Selected Advisers | 0.10% | Reduce -0.6% | 250,190 | $17.2M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +28.5% | 240,830 | $16.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Add +4.8% | 236,134 | $16.2M |
| LBP Am SA | 0.25% | Reduce -51.6% | 235,941 | $16.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +9.4% | 233,798 | $16.1M |
| Baron Capital (BAMCO) | 0.05% | Add +9.3% | 230,611 | $15.9M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Add +4.1% | 229,275 | $15.8M |
| Royal London Asset Management Ltd. | 0.04% | Add +14.0% | 219,880 | $15.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -8.2% | 215,212 | $14.8M |
| APG Asset Management N.V. | 0.04% | Add +1.1% | 228,000 | $14.5M |
| AXA S.A. | 0.05% | Add +214.4% | 209,993 | $14.4M |
| Toronto Dominion Bank | 0.04% | Reduce -6.6% | 208,927 | $14.4M |
| Old National Bancorp | 0.37% | Reduce -0.8% | 205,180 | $14.1M |
| Van Eck Associates Corp. | 0.02% | Add +7.4% | 204,895 | $14.1M |
| Vert Asset Management LLC | 4.68% | Add +9.3% | 198,184 | $13.6M |
| Public Sector Pension Investment Board | 0.06% | Add +81.0% | 196,911 | $13.5M |
| Ninety One UK Ltd | 0.04% | No change | 194,483 | $13.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.06% | New | 193,737 | $13.3M |
| LPL Financial LLC | 0.01% | Reduce -14.5% | 193,593 | $13.3M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -1.9% | 191,540 | $13.2M |
| Nisa Investment Advisors, LLC | 0.06% | Reduce -7.0% | 186,866 | $12.9M |
| FIL Ltd | 0.01% | Add +1.7% | 182,792 | $12.6M |
| Danske Bank A/S | 0.04% | Reduce -17.5% | 179,694 | $12.4M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +40.3% | 179,414 | $12.3M |
| State of Tennessee, Department of Treasury | 0.05% | Reduce -0.5% | 177,026 | $12.2M |
| MetLife Investment Management, LLC | 0.06% | Add +41.2% | 174,160 | $12.0M |
| Cibc World Markets Corp. | 0.09% | Reduce -7.5% | 174,044 | $12.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.09% | — | 173,470 | $11.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -15.9% | 169,421 | $11.6M |
| Gillson Capital LP | 0.97% | Reduce -59.3% | 165,871 | $11.4M |
| KLP Kapitalforvaltning As | 0.06% | Add +1.9% | 164,819 | $11.4M |
| National Bank of Canada | 0.01% | Reduce -17.9% | 164,950 | $11.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -1.2% | 166,898 | $11.3M |
| UniSuper Management Pty Ltd | 0.08% | Reduce -0.8% | 161,092 | $11.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.79% | Reduce -26.7% | 158,676 | $10.9M |
| IFM Investors Pty Ltd | 0.12% | Reduce -7.4% | 156,519 | $10.8M |
| Illinois Municipal Retirement Fund | 0.16% | Reduce -6.9% | 156,304 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.0% | 156,079 | $10.7M |
| Verition Fund Management LLC | 0.06% | Reduce -50.3% | 152,326 | $10.5M |
| TD Asset Management Inc | 0.01% | Add +3.1% | 150,238 | $10.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.1% | 147,872 | $10.2M |
| Cubist Systematic Strategies, LLC | 0.13% | New | 146,714 | $10.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 145,315 | $10.0M |
| Varma Mutual Pension Insurance Co | 0.09% | Reduce -9.3% | 145,268 | $10.0M |
| Banco Santander, S.A. | 0.11% | Add +699.9% | 145,106 | $10.0M |
| B&I Capital AG | 3.19% | Add +54.4% | 142,850 | $9.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.10% | Add +10.7% | 141,642 | $9.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | Reduce -50.6% | 136,632 | $9.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +108.2% | 125,068 | $8.6M |
| Voya Investment Management LLC | 0.01% | Add +3.1% | 122,962 | $8.5M |
| Arizona State Retirement System | 0.05% | Add +0.7% | 121,316 | $8.3M |
| Susquehanna Fundamental Investments, LLC | 0.14% | Add +781.4% | 120,755 | $8.3M |
| Engineers Gate Manager LP | 0.14% | Reduce -13.3% | 119,442 | $8.2M |
| State of Michigan Retirement System | 0.05% | Add +4.1% | 118,605 | $8.2M |
| American Assets Capital Advisers, LLC | 3.40% | Add +32.3% | 118,075 | $8.1M |
| Zimmer Partners, LP | 0.16% | Reduce -89.8% | 117,500 | $8.1M |
| KBC Group NV | 0.02% | Reduce -27.0% | 116,356 | $8.0M |
| Sarasin & Partners LLP | 0.09% | New | 116,102 | $8.0M |
| Teacher Retirement System of Texas | 0.03% | Add +2866.8% | 115,171 | $7.9M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +4.4% | 114,715 | $7.9M |
| Vestcor Inc | 0.26% | Add +6.5% | 113,355 | $7.8M |
| Foresight Group Ltd Liability Partnership | 1.10% | Add +537.6% | 113,299 | $7.8M |
| Pallas Capital Advisors LLC | 0.31% | Reduce -16.0% | 109,453 | $7.5M |
| Westpac Banking Corp. | 0.55% | Reduce -15.1% | 107,932 | $7.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +27.4% | 107,657 | $7.4M |
| Nomura Holdings Inc. | 0.04% | Add +71.4% | 107,154 | $7.4M |
| ProShare Advisors LLC | 0.02% | Add +3.5% | 105,862 | $7.3M |
| Busey Bank | 0.24% | Add +5.0% | 104,135 | $7.2M |
| GSI Capital Advisors LLC | 3.67% | New | 101,940 | $7.0M |
| Eisler Capital Management Ltd. | 0.21% | New | 101,565 | $7.0M |
| Czech National Bank | 0.06% | Add +10.4% | 100,411 | $6.9M |
| Corebridge Financial, Inc. | 0.04% | Add +1.0% | 100,314 | $6.9M |
| Gilman Hill Asset Management, LLC | 1.15% | Add +0.5% | 96,296 | $6.6M |
| Mutual of America Capital Management LLC | 0.07% | Add +0.6% | 93,457 | $6.4M |
| USS Investment Management Ltd | 0.05% | No change | 91,646 | $6.3M |
| Corient Private Wealth LP | 0.01% | Reduce -36.5% | 91,337 | $6.3M |
| Thomasville National Bank | 0.45% | Reduce -1.3% | 89,568 | $6.2M |
| HGI Capital Management, LLC | 7.58% | Reduce -9.1% | 88,337 | $6.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +7.7% | 87,805 | $6.0M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -33.5% | 85,822 | $5.9M |
| Quantinno Capital Management LP | 0.04% | Add +123.4% | 84,529 | $5.8M |
| Amalgamated Bank | 0.05% | Add +3.5% | 82,900 | $5.7M |
| M&T Bank Corp | 0.02% | Reduce -2.1% | 80,518 | $5.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +1.0% | 80,230 | $5.5M |
| DNB Asset Management AS | 0.02% | Add +0.5% | 77,672 | $5.3M |
| Ieq Capital, LLC | 0.04% | Add +274.5% | 77,587 | $5.3M |
| Forsta Ap-Fonden | 0.04% | Reduce -4.1% | 75,500 | $5.2M |
| Patton Fund Management, Inc. | 1.23% | Reduce -22.9% | 73,995 | $5.1M |
| Assetmark, Inc. | 0.01% | Add +3.7% | 73,994 | $5.1M |
| Metis Global Partners, LLC | 0.14% | Add +18.4% | 72,579 | $5.0M |
| Intech Investment Management LLC | 0.05% | Add +68.3% | 72,573 | $5.0M |
| Roberts Wealth Advisors, LLC | 1.52% | Reduce -1.1% | 71,649 | $4.9M |
| United Asset Strategies, Inc. | 0.45% | Add +1.6% | 70,778 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +2.9% | 70,496 | $4.8M |
| Sterling Capital Management LLC | 0.07% | Reduce -2.6% | 69,934 | $4.8M |
| Utah Retirement Systems | 0.06% | No change | 69,438 | $4.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Reduce -16.4% | 68,824 | $4.7M |
| Yousif Capital Management, LLC | 0.05% | Add +1.5% | 67,590 | $4.6M |
| Ethic Inc. | 0.09% | Add +27.9% | 66,748 | $4.6M |
| Creative Planning | 0.00% | Add +29.3% | 66,601 | $4.6M |
| Achmea Investment Management B.V. | 0.07% | Add +29.1% | 66,442 | $4.6M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -2.9% | 65,377 | $4.5M |
| CIBC Asset Management Inc | 0.01% | Add +2.3% | 64,824 | $4.5M |
| ASR Vermogensbeheer N.V. | 0.07% | — | 64,495 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.1% | 64,255 | $4.4M |
| New York Life Investment Management LLC | 0.04% | Add +3.5% | 64,251 | $4.4M |
| BDF-Gestion | 0.48% | No change | 64,167 | $4.4M |
| Carrera Capital Advisors | 0.97% | New | 63,173 | $4.4M |
| Advisors Management Group Inc. | 0.94% | Reduce -20.6% | 63,117 | $4.3M |
| Federated Hermes, Inc. | 0.01% | Add +75.1% | 62,721 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +27.5% | 62,427 | $4.3M |
| Intact Investment Management Inc. | 0.15% | No change | 61,700 | $4.2M |
| Pensionfund PDN | 2.81% | Reduce -8.9% | 61,679 | $4.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -56.7% | 61,243 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | No change | 61,186 | $4.2M |
| Marshall Wace, LLP | 0.01% | Reduce -95.8% | 61,020 | $4.2M |
| Xponance LLC | 0.04% | Reduce -0.9% | 60,857 | $4.2M |
| Mariner, LLC | 0.01% | Add +11.6% | 59,668 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.8% | 57,211 | $3.9M |
| Agf Management Ltd. | 0.02% | New | 56,819 | $3.9M |
| TCW Group Inc. | 0.03% | Reduce -32.6% | 56,482 | $3.9M |
| Bank of Nova Scotia | 0.01% | Reduce -9.5% | 55,448 | $3.8M |
| Paralel Advisors LLC | 0.16% | No change | 55,000 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +6.2% | 54,877 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +12.3% | 54,735 | $3.8M |
| Landscape Capital Management, L.L.C. | 0.32% | New | 52,872 | $3.6M |
| Acadian Asset Management LLC | 0.01% | New | 51,108 | $3.5M |
| Wealthfront Advisers LLC | 0.01% | Add +5.9% | 50,891 | $3.5M |
| Northwest & Ethical Investments L.P. | 0.09% | Add +85.4% | 50,817 | $3.5M |
| Dark Forest Capital Management LP | 0.16% | New | 49,765 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +6.7% | 48,297 | $3.3M |
| New Age Alpha Advisors, LLC | 0.15% | Reduce -44.4% | 48,165 | $3.3M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +7.8% | 47,894 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.4% | 47,635 | $3.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -13.7% | 47,662 | $3.3M |
| Algert Global LLC | 0.08% | Add +335.0% | 47,406 | $3.3M |
| SummitTX Capital, L.P. | 0.14% | — | 46,989 | $3.2M |
| one8zero8, LLC | 0.74% | Reduce -4.2% | 45,543 | $3.1M |
| Clark Capital Management Group, Inc. | 0.02% | New | 45,124 | $3.1M |
| Ostrum Asset Management | 0.16% | Reduce -3.9% | 44,797 | $3.1M |
| OP Asset Management Ltd | 0.05% | — | 44,397 | $3.1M |
| Inspire Investing, LLC | 0.36% | Add +6.7% | 43,936 | $3.0M |
| Candriam S.C.A. | 0.02% | Add +2.8% | 43,666 | $3.0M |
| Fifth Third Bancorp | 0.01% | Add +0.3% | 43,309 | $3.0M |
| Cibc World Market Inc. | 0.01% | Add +22.8% | 42,703 | $2.9M |
| Advisors Preferred, LLC | 0.39% | New | 41,931 | $2.9M |
| Norinchukin Bank, The | 0.05% | Add +13.3% | 41,296 | $2.8M |
| Cerity Partners LLC | 0.01% | Add +50.7% | 41,231 | $2.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.1% | 41,060 | $2.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 40,976 | $2.8M |
| Sava Infond d.o.o. | 0.53% | Add +8.5% | 40,435 | $2.8M |
| Avanza Fonder AB | 0.09% | Reduce -6.9% | 39,503 | $2.7M |
| Rothschild Investment LLC | 0.18% | Reduce -14.1% | 39,713 | $2.7M |
| Rakuten Investment Management, Inc. | 0.01% | — | 39,468 | $2.7M |
| Old North State Wealth Management, LLC | 1.51% | Add +1.2% | 39,427 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.1% | 39,290 | $2.7M |
| Centiva Capital, LP | 0.15% | Add +263.2% | 38,837 | $2.7M |
| Trustmark Bank Trust Department | 0.20% | New | 38,502 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +4.5% | 37,565 | $2.6M |
| Jefferies Financial Group Inc. | 0.05% | Add +606.2% | 37,500 | $2.6M |
| Knights of Columbus Asset Advisors LLC | 0.18% | Reduce -49.4% | 37,474 | $2.6M |
| Woodline Partners LP | 0.02% | Add +46.8% | 36,826 | $2.5M |
| GRS Advisors, LLC | 0.26% | Reduce -94.1% | 36,808 | $2.5M |
| Aster Capital Management (DIFC) Ltd | 0.47% | New | 36,456 | $2.5M |
| Ritholtz Wealth Management | 0.08% | Add +34.1% | 36,657 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 35,895 | $2.5M |
| NEOS Investment Management LLC | 0.05% | Add +67.4% | 35,832 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 35,709 | $2.5M |
| MAI Capital Management | 0.02% | Reduce -0.2% | 35,517 | $2.4M |
| Elo Mutual Pension Insurance Co | 0.05% | Reduce -17.9% | 35,186 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +10.4% | 34,899 | $2.4M |
| Mizuho Securities USA LLC | 0.05% | Reduce -12.0% | 35,002 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +40.9% | 34,773 | $2.4M |
| Nordea Investment Management AB | 0.00% | Add +13.1% | 33,859 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.2% | 33,724 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -4.1% | 33,525 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +5.8% | 32,386 | $2.2M |
| Swiss Life Asset Management Ltd | 0.02% | Add +39.7% | 32,334 | $2.2M |
| Pensionfund Sabic | 0.66% | Reduce -11.1% | 32,205 | $2.2M |
| Tredje AP-fonden | 0.02% | No change | 31,795 | $2.2M |
| Townsend & Associates, Inc | 0.23% | Reduce -28.0% | 32,527 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +22.9% | 31,029 | $2.1M |
| Vident Advisory, LLC | 0.03% | Reduce -2.7% | 30,913 | $2.1M |
| Catalyst Capital Advisors LLC | 0.04% | Reduce -6.8% | 30,603 | $2.1M |
| Naviter Wealth, LLC | 0.25% | Add +0.7% | 30,169 | $2.1M |
| QRG Capital Management, Inc. | 0.02% | Add +2.4% | 30,139 | $2.1M |
| Dakota Wealth Management | 0.05% | Add +0.3% | 29,565 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | Reduce -31.4% | 29,480 | $2.0M |
| Kentucky Retirement Systems | 0.06% | Add +0.6% | 28,574 | $2.0M |
| Guggenheim Capital LLC | 0.02% | Reduce -15.6% | 27,825 | $1.9M |
| Entropy Technologies, LP | 0.18% | Reduce -57.6% | 27,480 | $1.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 27,000 | $1.9M |
| Cohen Capital Management, Inc. | 0.32% | No change | 26,795 | $1.8M |
| Hartford Investment Management Co. | 0.06% | Add +2.5% | 26,677 | $1.8M |
| Merit Financial Group, LLC | 0.03% | Add +26.3% | 26,651 | $1.8M |
| Machina Capital S.A.S. | 0.53% | Add +37.1% | 25,907 | $1.8M |
| Edgestream Partners, L.P. | 0.06% | Add +129.2% | 25,818 | $1.8M |
| Allianz SE | 0.05% | Add +12.2% | 25,352 | $1.7M |
| Mgo One Seven LLC | 0.07% | Reduce -0.9% | 25,107 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.4% | 25,035 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 25,002 | $1.7M |
| Cwm, LLC | 0.01% | Add +191.9% | 24,918 | $1.7M |
| DoubleLine ETF Adviser LP | 0.56% | Reduce -17.6% | 24,454 | $1.7M |
| GAM Holding AG | 0.13% | New | 24,450 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.8% | 24,021 | $1.7M |
| Fox Run Management, L.L.C. | 0.25% | New | 23,712 | $1.6M |
| Ossiam | 0.02% | Reduce -29.5% | 23,637 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +4.0% | 23,500 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +9.8% | 23,395 | $1.6M |
| Caprock Group, LLC | 0.05% | Add +283.2% | 23,201 | $1.6M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -25.5% | 23,336 | $1.6M |
| Securian Asset Management, Inc. | 0.05% | Add +2.8% | 23,155 | $1.6M |
| US Bancorp \de | 0.00% | Add +5.7% | 23,119 | $1.6M |
| Kentucky Trust Co | 0.92% | Add +0.2% | 22,590 | $1.6M |
| Tidal Investments LLC | 0.01% | Add +136.4% | 22,126 | $1.5M |
| Arbor Capital Management Inc. | 1.46% | Add +3.1% | 21,672 | $1.5M |
| Oxbow Advisors, LLC | 0.16% | Add +0.0% | 21,842 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -24.9% | 21,635 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -3.6% | 21,613 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -7.4% | 21,467 | $1.5M |
| Bridgewater Associates | 0.01% | Add +90.0% | 21,374 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.6% | 20,689 | $1.4M |
| Texas Yale Capital Corp. | 0.06% | Add +6.6% | 20,821 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +87.6% | 20,061 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +51.9% | 19,895 | $1.4M |
| Pitcairn Co. | 0.08% | Add +60.7% | 19,751 | $1.4M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -0.6% | 19,739 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -1.1% | 19,733 | $1.4M |
| XTX Topco Ltd | 0.07% | New | 19,657 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -0.5% | 19,626 | $1.3M |
| Alerus Financial NA | 0.11% | New | 19,607 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.3% | 19,564 | $1.3M |
| AG2R La Mondiale Gestion D'actifs | 0.07% | — | 20,817 | $1.3M |
| Groupama Asset Managment | 0.03% | New | 19,178 | $1.3M |
| Greenleaf Trust | 0.01% | Add +3.9% | 19,145 | $1.3M |
| E. Ohman J:or Asset Management AB | 0.03% | No change | 18,990 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +111.3% | 18,746 | $1.3M |
| Gold Investment Management Ltd. | 0.53% | Reduce -3.8% | 18,392 | $1.3M |
| Ascent Wealth Partners, LLC | 0.17% | Reduce -0.4% | 18,320 | $1.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.14% | Reduce -13.2% | 17,486 | $1.2M |
| Burns Matteson Capital Management, LLC | 0.65% | Reduce -1.1% | 17,427 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -2.3% | 17,347 | $1.2M |
| Nicola Wealth Management LTD. | 0.11% | New | 17,000 | $1.2M |
| iA Global Asset Management Inc. | 0.02% | Add +64.8% | 16,320 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -12.4% | 16,030 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.3% | 16,014 | $1.1M |
| Marino, Stram & Associates LLC | 0.24% | Add +0.1% | 15,823 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Reduce -8.2% | 15,467 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +149.4% | 15,458 | $1.1M |
| Becker Capital Management Inc. | 0.03% | Reduce -9.0% | 14,824 | $1.0M |
| Florida Trust Wealth Management Co | 0.03% | Reduce -0.2% | 14,810 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.3% | 14,719 | $1.0M |
| Point72 (DIFC) Ltd | 0.10% | New | 14,588 | $1.0M |
| 1834 Investment Advisors Co. | 0.13% | Add +1.9% | 14,481 | $996K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.2% | 14,480 | $996K |
| Marex Group Ltd | 0.02% | Reduce -85.6% | 14,425 | $992K |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +10.9% | 14,303 | $983K |
| Brasada Capital Management, LP | 0.20% | Reduce -21.7% | 15,498 | $982K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +4.4% | 13,904 | $956K |
| GeoWealth Management, LLC | 0.04% | Reduce -3.2% | 13,790 | $948K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.9% | 13,500 | $935K |
| Perpetual Ltd | 0.01% | Reduce -9.8% | 13,540 | $931K |
| Scotia Capital Inc. | 0.01% | Reduce -26.2% | 13,459 | $925K |
| Capital Investment Advisors, LLC | 0.02% | Add +2.8% | 13,426 | $923K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.7% | 13,392 | $921K |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Add +6.1% | 13,051 | $897K |
| Keeley-Teton Advisors, LLC | 0.11% | Add +0.1% | 12,884 | $886K |
| Gateway Investment Advisers LLC | 0.01% | New | 12,780 | $879K |
| Capital Fund Management S.A. | 0.01% | Reduce -94.9% | 12,765 | $878K |
| Blair William & Co. | 0.00% | Add +15.9% | 12,597 | $866K |
| Tandem Capital Management Corp. | 0.47% | No change | 12,320 | $847K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Add +16.9% | 12,170 | $837K |
| Spirit of America Management Corp. | 0.17% | Add +4.4% | 11,950 | $822K |
| Inceptionr LLC | 0.25% | Reduce -60.6% | 11,942 | $821K |
| LifePlan Financial, LLC | 0.72% | Reduce -19.7% | 11,933 | $821K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.6% | 11,901 | $818K |
| Investment Management Corp of Ontario | 0.02% | Add +3.5% | 11,891 | $818K |
| Squarepoint Ops LLC | 0.00% | Reduce -83.5% | 11,738 | $807K |
| Penserra Capital Management LLC | 0.01% | Reduce -15.8% | 11,468 | $788K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +161.8% | 11,259 | $774K |
| NewEdge Wealth, LLC | 0.01% | Reduce -19.9% | 11,235 | $773K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +8.4% | 11,096 | $763K |
| Credit Agricole S A | 0.00% | Reduce -90.0% | 11,020 | $758K |
| Allstate Corp. | 0.02% | Reduce -11.6% | 10,808 | $743K |
| Ballentine Partners, LLC | 0.01% | Add +8.6% | 10,699 | $736K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +1.6% | 10,674 | $734K |
| Mutual Advisors, LLC | 0.02% | Add +37.9% | 10,763 | $734K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +67.2% | 10,648 | $732K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.3% | 10,610 | $730K |
| Commerce Bank | 0.00% | Reduce -6.2% | 10,487 | $721K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.1% | 10,305 | $709K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -8.1% | 10,305 | $709K |
| Choreo, LLC | 0.01% | Add +13.0% | 10,120 | $701K |
| Vanderbilt University | 0.13% | New | 10,013 | $688K |
| GAMMA Investing LLC | 0.05% | Add +20.0% | 9,959 | $685K |
| SG Americas Securities, LLC | 0.00% | Reduce -19.8% | 9,859 | $678K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Reduce -1.1% | 9,851 | $677K |
| Ascent Group, LLC | 0.03% | Add +57.7% | 9,820 | $675K |
| Qtron Investments LLC | 0.10% | New | 9,673 | $665K |
| United Services Automobile Association | 0.02% | New | 9,638 | $663K |
| Praxis Investment Management Inc. | 0.04% | No change | 9,610 | $661K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.41% | New | 9,500 | $653K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +124.9% | 10,111 | $651K |
| Independent Advisor Alliance | 0.02% | Reduce -1.4% | 9,391 | $646K |
| Atria Investments, Inc | 0.01% | Reduce -3.9% | 9,386 | $645K |
| MQS Management LLC | 0.37% | New | 9,343 | $642K |
| Hillsdale Investment Management Inc. | 0.03% | New | 9,200 | $633K |
| PGGM Investments | 0.01% | No change | 9,185 | $632K |
| Prudential PLC | 0.00% | Add +91.7% | 9,189 | $632K |
| Kintegral Advisory, LLC | 0.06% | Reduce -0.3% | 8,711 | $603K |
| Fort Sheridan Advisors LLC | 0.09% | Reduce -12.0% | 8,704 | $598K |
| Signaturefd, LLC | 0.01% | Add +4.9% | 8,680 | $597K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.0% | 8,594 | $595K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +79.3% | 8,592 | $591K |
| Ellevest, Inc. | 0.04% | Add +9.9% | 8,515 | $585K |
| Chicago Capital, LLC | 0.02% | New | 8,422 | $579K |
| Empowered Funds, LLC | 0.01% | Add +6.8% | 8,373 | $576K |
| Convergence Investment Partners, LLC | 0.16% | New | 8,306 | $571K |
| Contravisory Investment Management, Inc. | 0.12% | Reduce -0.1% | 8,144 | $560K |
| Private Advisor Group, LLC | 0.00% | Add +14.7% | 8,141 | $560K |
| Koshinski Asset Management, Inc. | 0.05% | Add +5.2% | 8,040 | $553K |
| Glenmede Trust Co. NA | 0.00% | Add +5.7% | 8,020 | $551K |
| GF Fund Management Co. LTD. | 0.01% | Add +5.4% | 7,946 | $546K |
| Viawealth, LLC | 0.34% | Reduce -9.1% | 7,940 | $546K |
| Abn Amro Investment Solutions | 0.01% | New | 7,939 | $546K |
| NewEdge Advisors, LLC | 0.00% | Add +856.1% | 7,926 | $545K |
| Jump Financial, LLC | 0.01% | Reduce -89.8% | 7,897 | $543K |
| Vinva Investment Management Ltd | 0.02% | New | 7,896 | $543K |
| Carmel Capital Partners, LLC | 0.21% | Reduce -1.1% | 7,859 | $540K |
| Virtus Advisers, LLC | 0.36% | New | 7,800 | $536K |
| Mufg Securities Americas Inc. | 0.06% | Add +22.9% | 7,738 | $532K |
| Baird Financial Group, Inc. | 0.00% | Reduce -22.6% | 7,720 | $531K |
| Quadrant Capital Group LLC | 0.02% | Add +142.8% | 7,699 | $529K |
| HB Wealth Management, LLC | 0.00% | Add +31.1% | 7,622 | $524K |
| Lake Street Private Wealth, LLC | 0.09% | Reduce -5.0% | 7,550 | $519K |
| Parcion Private Wealth LLC | 0.04% | Add +18.5% | 7,511 | $516K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -4.5% | 7,467 | $513K |
| Canada Post Corp Registered Pension Plan | 0.22% | No change | 7,225 | $497K |
| Rwa Wealth Partners, LLC | 0.01% | New | 7,198 | $495K |
| Whittier Trust Co. | 0.01% | Reduce -2.3% | 7,182 | $494K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -11.3% | 7,171 | $493K |
| Shell Asset Management Co. | 0.02% | Reduce -4.4% | 7,134 | $491K |
| Naples Global Advisors, LLC | 0.05% | Reduce -7.8% | 7,064 | $489K |
| DF Dent & Co. Inc. | 0.01% | Reduce -11.3% | 7,045 | $484K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | No change | 6,970 | $479K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 6,941 | $477K |
| Kingsview Wealth Management, LLC | 0.01% | New | 6,840 | $470K |
| Advus Financial Partners, LLC | 0.13% | Add +34.0% | 6,802 | $468K |
| HighPoint Advisor Group LLC | 0.03% | Add +1.2% | 6,723 | $465K |
| Wesbanco Bank Inc. | 0.02% | No change | 6,758 | $465K |
| Bessemer Group Inc. | 0.00% | Add +5.2% | 6,700 | $461K |
| Coldstream Capital Management Inc. | 0.01% | Add +6.3% | 6,603 | $454K |
| &partners | 0.00% | Add +1.1% | 6,555 | $451K |
| Glenview Trust Co | 0.01% | Add +38.2% | 6,485 | $446K |
| Waddell & Associates, LLC | 0.05% | No change | 6,478 | $445K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.7% | 6,464 | $444K |
| Bridgefront Capital, LLC | 0.13% | New | 6,447 | $443K |
| Militia Capital Partners, LP | 0.36% | New | 6,400 | $440K |
| GWN Securities Inc. | 0.02% | New | 6,856 | $437K |
| Horizon Investments, LLC | 0.01% | Add +11.0% | 6,306 | $434K |
| Prestige Wealth Management Group LLC | 0.09% | Add +2.9% | 6,271 | $431K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 6,250 | $430K |
| Net Worth Advisory Group | 0.13% | Reduce -30.1% | 6,179 | $425K |
| Monument Capital Management | 0.13% | New | 6,112 | $420K |
| Essex Financial Services, Inc. | 0.03% | Add +2.1% | 6,082 | $418K |
| NorthRock Partners, LLC | 0.01% | Add +1.1% | 6,040 | $418K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.9% | 6,047 | $416K |
| Patten Group, Inc. | 0.09% | Reduce -7.5% | 6,014 | $414K |
| Grassi Investment Management | 0.04% | No change | 6,000 | $413K |
| Manske Wealth Management | 0.16% | Reduce -5.1% | 5,970 | $411K |
| Insigneo Advisory Services, LLC | 0.04% | New | 5,919 | $407K |
| Summit Place Financial Advisors, LLC | 0.23% | No change | 5,900 | $406K |
| Bridgewater Advisors Inc. | 0.03% | New | 5,736 | $397K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.8% | 6,230 | $395K |
| Profund Advisors LLC | 0.02% | Reduce -11.3% | 5,712 | $393K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.4% | 5,516 | $379K |
| Townsquare Capital LLC | 0.00% | New | 5,480 | $377K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +1.2% | 5,464 | $376K |
| West Oak Capital, LLC | 0.21% | Add +0.9% | 5,455 | $375K |
| Compound Planning, Inc. | 0.02% | Add +13.6% | 5,332 | $367K |
| Vista Investment Management | 0.14% | Reduce -1.4% | 5,315 | $365K |
| Warwick Investment Management, Inc. | 0.08% | New | 5,310 | $365K |
| V-Square Quantitative Management LLC | 0.05% | Reduce -8.8% | 5,267 | $362K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.4% | 5,239 | $360K |
| Checchi Capital Advisers, LLC | 0.03% | Add +44.1% | 5,225 | $359K |
| Avestar Capital, LLC | 0.03% | Add +3.9% | 5,196 | $357K |
| Personal Cfo Solutions, LLC | 0.07% | Add +0.1% | 5,194 | $357K |
| Sherbrooke Park Advisers LLC | 0.17% | New | 5,187 | $357K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.0% | 5,116 | $352K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | No change | 5,080 | $351K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 5,105 | $351K |
| Riverpoint Wealth Management Holdings, LLC | 0.09% | No change | 5,096 | $350K |
| Roman Butler Fullerton & Co. | 0.13% | Reduce -2.9% | 5,107 | $346K |
| North Star Investment Management Corp. | 0.02% | Reduce -7.5% | 4,960 | $341K |
| Prudent Man Advisors, LLC | 0.12% | No change | 4,954 | $341K |
| Community Financial Services Group, LLC | 0.07% | Reduce -35.1% | 4,888 | $336K |
| Sage Mountain Advisors LLC | 0.02% | Add +4.3% | 4,875 | $335K |
| Cetera Trust Company, N.A | 0.21% | No change | 4,775 | $328K |
| Blue Trust, Inc. | 0.00% | Add +16.9% | 4,763 | $328K |
| SVB Wealth LLC | 0.01% | Reduce -9.1% | 4,735 | $326K |
| KPP Advisory Services LLC | 0.06% | Reduce -4.6% | 4,730 | $325K |
| Siemens Fonds Invest GmbH | 0.02% | Add +8.6% | 4,707 | $324K |
| MBB Public Markets I LLC | 0.04% | New | 4,694 | $323K |
| Stephens Inc. | 0.00% | Reduce -5.1% | 4,654 | $320K |
| Cercano Management LLC | 0.01% | No change | 4,610 | $317K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,452 | $306K |
| Lindbrook Capital, LLC | 0.03% | Add +3.9% | 4,440 | $305K |
| Capital Square, LLC | 0.18% | Reduce -22.5% | 4,392 | $302K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.8% | 4,381 | $301K |
| Principal Securities, Inc. | 0.01% | No change | 5,102 | $300K |
| Farther Finance Advisors, LLC | 0.01% | Add +54.5% | 4,336 | $300K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 4,359 | $300K |
| Great Lakes Advisors, LLC | 0.00% | New | 4,331 | $298K |
| Farmers Trust Co. | 0.06% | Reduce -0.7% | 4,313 | $297K |
| Kathmere Capital Management, LLC | 0.03% | New | 4,301 | $296K |
| True North Advisors, LLC | 0.05% | No change | 4,300 | $296K |
| Comprehensive Money Management Services LLC | 0.24% | No change | 4,290 | $295K |
| Foundations Investment Advisors, LLC | 0.01% | Add +2.6% | 4,245 | $292K |
| Diversified Trust Co. | 0.01% | Add +6.1% | 4,233 | $291K |
| Cigna Investments Inc. | 0.05% | Add +2.7% | 4,202 | $289K |
| Legacy Wealth Asset Management, LLC | 0.08% | Add +2.8% | 4,177 | $287K |
| Certuity, LLC | 0.03% | Reduce -0.9% | 4,115 | $283K |
| PharVision Advisers, LLC | 0.39% | Reduce -12.9% | 4,111 | $283K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.6% | 4,105 | $282K |
| Wealth Alliance, LLC | 0.03% | New | 4,097 | $282K |
| Stevens Capital Management LP | 0.07% | Reduce -33.5% | 4,072 | $280K |
| Brown Advisory Inc. | 0.00% | Reduce -2.5% | 4,036 | $277K |
| DAVENPORT & Co LLC | 0.00% | New | 4,014 | $276K |
| Bank of Stockton | 0.09% | No change | 4,000 | $275K |
| Planned Solutions, Inc. | 0.11% | No change | 3,977 | $273K |
| Nebula Research & Development LLC | 0.03% | New | 3,967 | $273K |
| West Family Investments, Inc. | 0.10% | No change | 3,966 | $273K |
| Integrity Alliance, Llc. | 0.01% | New | 3,964 | $273K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +5.3% | 3,960 | $272K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 3,933 | $270K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -2.1% | 3,928 | $270K |
| Waverly Advisors, LLC | 0.00% | Add +9.4% | 3,893 | $268K |
| Parallel Advisors, LLC | 0.01% | Add +16.6% | 3,865 | $266K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.7% | 3,828 | $263K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 3,814 | $262K |
| Mather Group, Llc. | 0.00% | Add +53.3% | 3,782 | $260K |
| Summitry LLC | 0.01% | Add +3.3% | 3,777 | $260K |
| Wedmont Private Capital | 0.01% | New | 3,897 | $258K |
| Blackhawk Capital Partners, LLC | 0.13% | Reduce -14.0% | 3,713 | $255K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.1% | 3,707 | $255K |
| Lido Advisors, LLC | 0.00% | Add +6.1% | 3,680 | $255K |
| Syon Capital LLC | 0.02% | Add +1.8% | 3,667 | $252K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 3,660 | $252K |
| Optas, LLC | 0.04% | New | 3,598 | $247K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -42.5% | 3,587 | $247K |
| Banque Cantonale Vaudoise | 0.01% | — | 3,574 | $246K |
| Premier Path Wealth Partners, LLC | 0.04% | New | 3,570 | $245K |
| Quantum Portfolio Management LLC | 0.12% | New | 3,562 | $245K |
| Prosperity Consulting Group, LLC | 0.02% | Add +1.0% | 3,548 | $244K |
| Kaufman Rossin Wealth, LLC | 0.17% | New | 3,508 | $241K |
| Advisory Services Network, LLC | 0.00% | New | 3,499 | $241K |
| Garrett Wealth Advisory Group, LLC | 0.05% | Reduce -9.8% | 3,440 | $237K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -13.8% | 3,379 | $234K |
| Global Assets Advisory, LLC | 0.04% | New | 3,601 | $232K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,337 | $229K |
| Camelot Portfolios, LLC | 0.14% | New | 3,330 | $229K |
| Gilliland Jeter Wealth Management LLC | 0.08% | New | 3,323 | $229K |
| Clarius Group, LLC | 0.01% | New | 3,308 | $227K |
| Eastern Bank | 0.00% | No change | 3,308 | $227K |
| Summit Financial, LLC | 0.01% | New | 3,291 | $226K |
| Group One Trading LLC | 0.01% | New | 3,285 | $226K |
| Waterloo Capital, L.P. | 0.02% | New | 3,274 | $225K |
| Hilltop Wealth Advisors, LLC | 0.13% | Reduce -34.2% | 3,269 | $225K |
| CX Institutional | 0.01% | New | 3,257 | $224K |
| Fiduciary Trust Co | 0.00% | New | 3,240 | $223K |
| CW Advisors, LLC | 0.00% | New | 3,200 | $220K |
| Longboard Asset Management, LP | 0.64% | New | 3,165 | $218K |
| Synovus Financial Corp. | 0.00% | New | 3,163 | $217K |
| IFG Advisory, LLC | 0.01% | New | 3,157 | $217K |
| Sowell Financial Services LLC | 0.01% | New | 3,130 | $215K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 3,114 | $214K |
| Natural Investments, LLC | 0.06% | New | 3,111 | $213K |
| Allworth Financial LP | 0.00% | Add +10.5% | 3,105 | $212K |
| UMB Bank, n.a. | 0.00% | Add +18.6% | 3,052 | $210K |
| International Assets Investment Management, LLC | 0.02% | New | 3,024 | $208K |
| First Affirmative Financial Network | 0.13% | New | 3,020 | $208K |
| Wedbush Securities Inc. | 0.01% | New | 2,992 | $206K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,937 | $203K |
| Schechter Investment Advisors, LLC | 0.02% | New | 2,941 | $202K |
| Greenland Capital Management LP | 0.04% | New | 2,930 | $201K |
| Smartleaf Asset Management LLC | 0.02% | Add +7.1% | 2,896 | $199K |
| Tobam | 0.09% | Add +135.8% | 2,895 | $199K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.3% | 2,869 | $197K |
| Spire Wealth Management | 0.01% | Add +10.1% | 2,802 | $193K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -50.3% | 2,617 | $180K |
| Asset Planning,Inc | 0.14% | Add +0.6% | 2,603 | $179K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 2,570 | $177K |
| Quantbot Technologies LP | 0.01% | Reduce -93.4% | 2,502 | $172K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 2,501 | $172K |
| Huntington National Bank | 0.00% | Reduce -7.6% | 2,307 | $159K |
| CoreCap Advisors, LLC | 0.01% | Add +20.1% | 2,242 | $154K |
| Wolverine Asset Management LLC | 0.01% | No change | 2,200 | $151K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -4.9% | 2,136 | $147K |
| Caldwell Trust Co | 0.02% | No change | 2,120 | $146K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -26.1% | 2,026 | $139K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.05% | Add +16.1% | 2,020 | $139K |
| Tompkins Financial Corp. | 0.01% | No change | 2,000 | $138K |
| Brooklyn Investment Group | 0.03% | Add +5.8% | 1,960 | $135K |
| Motco | 0.01% | Add +3.1% | 1,914 | $132K |
| Plato Investment Management Ltd | 0.01% | New | 1,870 | $130K |
| Harbour Investments, Inc. | 0.00% | Add +34.2% | 1,890 | $130K |
| Bogart Wealth, LLC | 0.01% | Add +1.1% | 1,857 | $128K |
| Avalon Trust Co | 0.01% | New | 1,800 | $124K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.2% | 1,741 | $120K |
| Parkside Financial Bank & Trust | 0.01% | Add +9.0% | 1,616 | $111K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,550 | $107K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -18.0% | 1,467 | $101K |
| Truvestments Capital LLC | 0.02% | Reduce -37.1% | 1,349 | $93K |
| Quarry LP | 0.02% | Add +17.9% | 1,313 | $90K |
| Moser Wealth Advisors, LLC | 0.05% | No change | 1,305 | $90K |
| Independence Bank of Kentucky | 0.01% | No change | 1,299 | $89K |
| Cromwell Holdings LLC | 0.06% | Add +1.7% | 1,284 | $89K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.7% | 1,276 | $88K |
| Bank of New Hampshire | 0.02% | No change | 1,250 | $86K |
| State of Wyoming | 0.01% | Add +15.3% | 1,124 | $77K |
| Roxbury Financial LLC | 0.07% | Add +0.1% | 1,083 | $75K |
| Global X Japan Co., Ltd. | 0.01% | Add +24.9% | 1,084 | $75K |
| Sentry Investment Management LLC | 0.05% | Reduce -23.0% | 1,156 | $74K |
| Clearstead Advisors, LLC | 0.00% | Add +345.5% | 1,047 | $72K |
| Longview Financial Advisors LLC | 0.05% | No change | 1,026 | $71K |
| Avion Wealth | 0.02% | No change | 1,177 | $69K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +6.1% | 1,002 | $69K |
| Morse Asset Management, Inc | 0.02% | No change | 1,000 | $69K |
| Logan Capital Management Inc. | 0.00% | No change | 1,000 | $69K |
| Wayfinding Financial, LLC | 0.03% | New | 966 | $66K |
| Lazard Asset Management LLC | 0.00% | Add +15.7% | 968 | $66K |
| Geneos Wealth Management Inc. | 0.00% | No change | 949 | $65K |
| Lanark Financial, Inc. | 0.01% | — | 952 | $65K |
| Hollencrest Capital Management | 0.00% | Add +19.6% | 914 | $63K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 885 | $61K |
| Manchester Capital Management LLC | 0.01% | Add +37.5% | 883 | $61K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +53.9% | 811 | $56K |
| Transce3nd, LLC | 0.02% | Reduce -4.4% | 776 | $53K |
| TD Private Client Wealth LLC | 0.00% | Reduce -20.4% | 734 | $50K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 720 | $49K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 680 | $47K |
| Olde Wealth Management, LLC | 0.02% | New | 675 | $46K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 668 | $46K |
| McIlrath & Eck, LLC | 0.01% | No change | 657 | $45K |
| Promus Capital, LLC | 0.03% | No change | 649 | $45K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -19.3% | 636 | $44K |
| Private Trust Co. NA | 0.00% | Add +175.2% | 622 | $43K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -5.6% | 619 | $43K |
| IFP Advisors, Inc | 0.00% | Reduce -5.6% | 604 | $42K |
| Zions Bancorporation, National Association | 0.00% | — | 601 | $41K |
| MV Capital Management, Inc. | 0.00% | Add +0.2% | 588 | $40K |
| Sound Income Strategies, LLC | 0.00% | Reduce -1.2% | 581 | $40K |
| JNBA Financial Advisors | 0.00% | No change | 573 | $39K |
| Colonial Trust Advisors | 0.00% | No change | 500 | $34K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 500 | $34K |
| Rossby Financial, LCC | 0.01% | New | 500 | $34K |
| First Community Trust NA | 0.03% | No change | 479 | $33K |
| Franchise Capital Ltd | 0.02% | New | 470 | $32K |
| CENTRAL TRUST Co | 0.00% | No change | 468 | $32K |
| Arax Advisory Partners | 0.00% | Reduce -48.1% | 420 | $29K |
| CVA Family Office, LLC | 0.00% | Add +28.9% | 410 | $28K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 393 | $27K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 392 | $27K |
| Wiser Advisor Group LLC | 0.04% | Add +0.8% | 379 | $26K |
| Larson Financial Group LLC | 0.00% | Add +1334.6% | 373 | $26K |
| Cloud Capital Management, LLC | 0.02% | — | 364 | $25K |
| Versant Capital Management, Inc | 0.00% | Add +37.5% | 359 | $25K |
| Bank & Trust Co | 0.02% | No change | 353 | $24K |
| Covestor Ltd | 0.02% | Add +2.7% | 339 | $23K |
| SouthState Bank Corp | 0.00% | Add +593.3% | 312 | $21K |
| Silvant Capital Management LLC | 0.00% | No change | 310 | $21K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.6% | 305 | $21K |
| Private Wealth Asset Management, LLC | 0.00% | — | 301 | $21K |
| Sittner & Nelson, LLC | 0.01% | No change | 300 | $21K |
| Ameriflex Group, Inc. | 0.01% | No change | 276 | $19K |
| Quent Capital, LLC | 0.00% | Add +587.5% | 275 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 275 | $19K |
| Optimum Investment Advisors | 0.01% | No change | 271 | $19K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 270 | $19K |
| Rise Advisors, LLC | 0.01% | New | 269 | $18K |
| West Paces Advisors Inc. | 0.00% | No change | 263 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 261 | $18K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +2.2% | 235 | $16K |
| PFS Partners, LLC | 0.01% | No change | 231 | $16K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -39.1% | 230 | $16K |
| Syntax Research, Inc. | 0.01% | No change | 230 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Add +170.6% | 230 | $16K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 226 | $16K |
| Clearstead Trust, LLC | 0.00% | New | 226 | $16K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 220 | $15K |
| Smithfield Trust Co | 0.00% | No change | 225 | $15K |
| GW&K Investment Management, LLC | 0.00% | Add +5.9% | 216 | $15K |
| Citizens National Bank Trust Department | 0.00% | No change | 194 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.1% | 190 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | New | 178 | $12K |
| Gen-Wealth Partners Inc | 0.00% | No change | 168 | $12K |
| Saudi Central Bank | 0.06% | New | 165 | $11K |
| Addison Advisors LLC | 0.00% | No change | 163 | $11K |
| NewSquare Capital LLC | 0.00% | Add +747.4% | 161 | $11K |
| SJS Investment Consulting Inc. | 0.00% | No change | 157 | $11K |
| St Germain D J Co. Inc. | 0.00% | Reduce -66.7% | 150 | $10K |
| Park Place Capital Corp | 0.00% | No change | 146 | $10K |
| Meeder Asset Management Inc. | 0.00% | Reduce -33.2% | 145 | $10K |
| NFSG Corp | 0.00% | Add +0.7% | 143 | $10K |
| Key Financial Inc | 0.00% | No change | 138 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +9.9% | 133 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.5% | 138 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 124 | $9K |
| Sierra Ocean, LLC | 0.01% | No change | 117 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 117 | $8K |
| WASHINGTON TRUST Co | 0.00% | Add +7.8% | 110 | $8K |
| Grove Bank & Trust | 0.00% | No change | 107 | $7K |
| WPG Advisers, LLC | 0.01% | Add +307.7% | 106 | $7K |
| Activest Wealth Management | 0.00% | Add +1960.0% | 103 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 103 | $7K |
| Tsfg, LLC | 0.00% | No change | 109 | $7K |
| Raffa Wealth Management, LLC | 0.00% | No change | 101 | $7K |
| Park Square Financial Group, LLC | 0.01% | Reduce -50.0% | 100 | $7K |
| Red Tortoise LLC | 0.00% | No change | 100 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 100 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 99 | $7K |
| ORG Partners LLC | 0.00% | Add +44.4% | 91 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -1.1% | 90 | $6K |
| Stephens Consulting, LLC | 0.00% | No change | 90 | $6K |
| High Note Wealth, LLC | 0.00% | Add +10.1% | 87 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 80 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 79 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 74 | $5K |
| Abound Wealth Management | 0.00% | Reduce -11.3% | 71 | $5K |
| Leonteq Securities AG | 0.00% | New | 70 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 64 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 64 | $4K |
| Highline Wealth Partners LLC | 0.00% | Add +133.3% | 63 | $4K |
| Sachetta, LLC | 0.00% | Reduce -3.1% | 63 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 62 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 61 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Reduce -12.3% | 57 | $4K |
| Dunhill Financial, LLC | 0.00% | Reduce -25.7% | 55 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +72.4% | 50 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 46 | $3K |
| Centerpoint Advisors, LLC | 0.00% | No change | 39 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +54.2% | 37 | $3K |
| Hughes Financial Services, LLC | 0.00% | New | 36 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 36 | $2K |
| True Wealth Design, LLC | 0.00% | New | 33 | $2K |
| AlphaQuest LLC | 0.00% | Reduce -74.6% | 33 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 28 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -3.6% | 27 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 24 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -98.1% | 6 | $2K |
| Clark Wealth Partners | 0.00% | Add +10.5% | 21 | $1K |
| HighMark Wealth Management LLC | 0.00% | No change | 20 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Add +100.0% | 20 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 20 | $1K |
| Redwood Park Advisors LLC | 0.00% | No change | 19 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +90.0% | 19 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 18 | $1K |
| Greenline Partners, LLC | 0.00% | New | 18 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 17 | $1K |
| USA Financial Formulas | 0.00% | Reduce -99.9% | 16 | $1K |
| Colonial Trust Co / SC | 0.00% | Reduce -94.0% | 15 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -60.5% | 15 | $1K |
| Hemington Wealth Management | 0.00% | Reduce -17.4% | 19 | $1K |
| Burkett Financial Services, LLC | 0.00% | New | 14 | $970 |
| Asset Dedication, LLC | 0.00% | New | 11 | $757 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 11 | $757 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 11 | $756 |
| Nvwm, LLC | 0.00% | No change | 10 | $688 |
| Osterweis Capital Management Inc. | 0.00% | New | 10 | $688 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.5% | 9 | $619 |
| Aspect Partners, LLC | 0.00% | No change | 9 | $619 |
| Winnacle Wealth LLC | 0.00% | Add +50.0% | 9 | $614 |
| Estabrook Capital Management | 0.00% | No change | 7 | $481 |
| Valued Wealth Advisors LLC | 0.00% | No change | 6 | $416 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 6 | $413 |
| Bear Mountain Capital, Inc. | 0.00% | New | 5 | $353 |
| Stonebridge Financial Group, LLC | 0.00% | New | 5 | $344 |
| American Capital Advisory, LLC | 0.00% | New | 3 | $207 |
| GoalVest Advisory LLC | 0.00% | New | 3 | $206 |
| West Branch Capital LLC | 0.00% | No change | 1 | $69 |
"% of holder's portfolio" is VTR's weight in each manager's 13F, not the share of Ventas Inc. the manager owns.