WelltowerWELL

13F holders, Q1 2024 (March 31)
961holders
9famous investors
$93.41avg. 13F price*

At the end of Q1 2024, 961 institutions reported holding Welltower Inc. (WELL) in their 13F filings. The largest holders were Vanguard Group Inc. ($8.3B), BlackRock Inc. ($5.5B) and Cohen & Steers, Inc. ($3.7B). 9 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Welltower Inc.
Sector
Real Estate
CUSIP
95040Q104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 961Q1 2024Q2 2024: 1,000Q2 2024Q3 2024: 1,062Q3 2024Q4 2024: 1,127Q4 2024Q1 2025: 1,236Q1 2025Q2 2025: 1,266Q2 2025Q3 2025: 1,335Q3 2025Q4 2025: 1,437Q4 2025Q1 2026: 1,495Q1 2026Q2 2026: 1,600Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions87$533.6M
Exits58$282.2M

Ownership 961 holders

Vanguard Group Inc. 0.17% Add +3.8% 89,187,884 $8.3B
BlackRock Inc. 0.13% Add +1.6% 59,134,559 $5.5B
Cohen & Steers, Inc. 7.74% Reduce -3.2% 39,533,128 $3.7B
State Street Corp. 0.14% Reduce -5.8% 33,548,743 $3.1B
Capital International Investors 0.55% Add +26.4% 29,236,326 $2.7B
Norges Bank 0.40% Add +0.0% 27,210,055 $2.5B
Wellington Management Group LLP 0.28% Add +2.5% 16,640,562 $1.6B
Bank of America Corp. 0.15% Add +8.7% 16,203,034 $1.5B
Geode Capital Management, LLC 0.12% Add +4.5% 13,781,004 $1.3B
Principal Financial Group Inc. 0.68% Reduce -4.3% 12,458,625 $1.2B
FMR LLC 0.07% Reduce -5.0% 11,488,823 $1.1B
Daiwa Securities Group Inc. 4.25% Reduce -0.6% 7,937,875 $741.7M
Dimensional Fund Advisors LP 0.20% Add +2.1% 7,751,799 $724.3M
Legal & General Group Plc 0.20% Add +2.5% 7,485,653 $699.5M
Morgan Stanley 0.06% Add +12.0% 7,387,548 $690.3M
Invesco Ltd. 0.15% Reduce -5.1% 7,245,560 $677.0M
Resolution Capital Ltd 11.46% Add +13.9% 6,856,369 $640.7M
JPMorgan Chase & Co. 0.06% Add +42.1% 6,709,053 $626.9M
T. Rowe Price Associates Inc. 0.08% Reduce -6.6% 6,699,681 $626.0M
Charles Schwab Investment Management Inc. 0.13% Add +2.4% 6,008,519 $561.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Add +3.4% 5,868,178 $548.3M
Centersquare Investment Management LLC 5.86% Add +19.0% 5,329,248 $507.8M
Northern Trust Corp. 0.09% Reduce -1.1% 5,428,943 $507.3M
Deutsche Bank AG 0.24% Add +2.8% 5,422,855 $506.7M
Nuveen Asset Management, LLC 0.13% Add +3.3% 4,675,842 $436.9M
Russell Investments Group, Ltd. 0.66% Add +12.4% 4,433,816 $414.2M
Bank of New York Mellon Corp 0.07% Reduce -2.6% 3,886,728 $363.2M
Goldman Sachs Group Inc. 0.07% Reduce -19.6% 3,459,702 $323.3M
Zimmer Partners, LP 6.74% New 3,316,750 $309.9M
Amundi 0.13% Add +22.4% 3,226,534 $293.0M
CBRE Investment Management Listed Real Assets LLC 4.92% Reduce -1.9% 2,828,262 $264.3M
Prudential Financial Inc. 0.37% Add +2.3% 2,795,965 $261.3M
Sei Investments Co. 0.36% Add +13.8% 2,613,451 $244.2M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +1.3% 2,477,382 $231.5M
PGGM Investments 3.28% Reduce -2.0% 2,418,507 $226.0M
Marshall Wace, LLP 0.34% Add +694.6% 2,169,345 $202.7M
Macquarie Group Ltd. 0.22% Add +7.8% 2,079,853 $194.3M
Ameriprise Financial Inc. 0.05% Add +1.1% 2,060,810 $189.5M
Voya Investment Management LLC 0.21% Add +7.7% 1,968,922 $183.8M
HSBC Holdings PLC 0.12% Add +26.9% 1,800,486 $168.1M
Qube Research & Technologies Ltd 0.29% Add +284.2% 1,731,275 $161.8M
Canada Pension Plan Investment Board 0.17% Add +8.1% 1,695,406 $158.4M
Swiss National Bank 0.11% Add +2.2% 1,657,600 $154.9M
UBS Group AG 0.05% Add +41.0% 1,511,712 $141.3M
Janus Henderson Group PLC 0.07% Reduce -8.7% 1,409,444 $131.6M
Heitman Real Estate Securities LLC 7.45% Add +30.2% 1,400,405 $130.9M
Adelante Capital Management LLC 8.09% Add +1.3% 1,314,732 $122.8M
Boston Partners 0.15% Reduce -21.4% 1,314,479 $122.8M
Alliancebernstein L.P. 0.04% Add +0.0% 1,304,070 $121.9M
Aew Capital Management L P 5.88% Add +9.8% 1,290,216 $120.6M
Barclays PLC 0.05% Reduce -40.2% 1,277,192 $119.3M
American Century Companies Inc. 0.08% Add +21.5% 1,275,511 $119.2M
Aberdeen Group plc 0.23% Add +6.8% 1,256,481 $117.4M
Pictet Asset Management Holding SA 0.12% Add +8.6% 1,138,225 $106.4M
APG Asset Management US Inc. 0.61% Add +19.2% 1,152,867 $106.1M
Rhumbline Advisers 0.10% Add +3.2% 1,119,085 $104.6M
Nordea Investment Management AB 0.12% Add +88.1% 1,118,333 $104.1M
Credit Suisse AG/ 0.10% Add +3.4% 1,102,754 $103.0M
Asset Management One Co., Ltd. 0.40% Add +1.6% 1,101,843 $103.0M
National Pension Service 0.12% Add +5.0% 1,099,816 $102.8M
CANADA LIFE ASSURANCE Co 0.20% Add +10.8% 1,064,777 $99.5M
Schroder Investment Management Group 0.12% Add +3.3% 1,063,632 $99.4M
Public Employees Retirement System of Ohio 0.38% Add +1.0% 1,030,388 $96.3M
BNP Paribas Financial Markets 0.12% Add +89.8% 1,024,685 $95.7M
D. E. Shaw & Co. 0.13% Add +71.8% 996,515 $93.1M
STRS Ohio 0.37% Add +88.5% 985,979 $92.1M
California Public Employees Retirement System 0.06% Add +0.4% 981,591 $91.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +13.3% 980,082 $91.6M
Wells Fargo & Company 0.02% Add +6.8% 963,447 $90.0M
Millennium Management 0.08% Add +329.4% 932,729 $87.2M
California State Teachers Retirement System 0.10% Add +5.6% 858,253 $80.2M
Allianz Asset Management GmbH 0.13% Add +130.0% 845,616 $79.0M
Adage Capital Partners Gp, L.L.C. 0.15% Add +41.3% 822,906 $76.9M
Nomura Asset Management Co. Ltd. 0.27% Add +4.8% 808,457 $75.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.19% Reduce -11.2% 783,220 $73.2M
Royal Bank of Canada 0.02% Reduce -5.2% 723,799 $67.6M
Swedbank AB 0.09% Add +0.1% 716,018 $66.9M
Lasalle Investment Management Securities LLC 2.72% Add +0.3% 706,395 $66.0M
Baron Capital (BAMCO) 0.17% Reduce -1.3% 675,363 $63.1M
Bank of Montreal 0.02% Add +14.9% 672,177 $62.8M
State of New Jersey Common Pension Fund D 0.19% Add +2.9% 668,036 $62.4M
Neuberger Berman Group LLC 0.05% Reduce -12.1% 641,474 $59.9M
Citigroup Inc. 0.06% Add +29.9% 583,455 $54.5M
Border to Coast Pensions Partnership Ltd 1.15% No change 551,589 $51.5M
Korea Investment CORP 0.12% Reduce -7.7% 492,966 $46.1M
AXA S.A. 0.14% Add +1.8% 484,869 $45.3M
Envestnet Asset Management Inc. 0.02% Add +10.0% 482,400 $45.1M
New York State Teachers Retirement System 0.09% Reduce -2.5% 457,054 $42.7M
Uniplan Investment Counsel, Inc. 3.40% Reduce -3.5% 453,967 $42.4M
Citadel Advisors 0.04% Reduce -48.3% 451,550 $42.2M
CORDA Investment Management, LLC. 3.27% Reduce -5.3% 440,413 $41.2M
Raymond James & Associates 0.03% Add +31.7% 438,662 $41.0M
Manufacturers Life Insurance Company, The 0.04% Reduce -14.2% 427,316 $39.9M
Renaissance Technologies 0.06% Add +539.1% 419,663 $39.2M
Retirement Systems of Alabama 0.15% Add +0.0% 409,806 $38.3M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -22.8% 411,339 $38.2M
State Board of Administration of Florida Retirement System 0.09% Reduce -3.3% 528,688 $37.9M
Robeco Institutional Asset Management B.V. 0.08% Add +7.7% 394,638 $36.9M
Brookfield Corp 0.21% Add +68.4% 387,831 $36.2M
Franklin Resources Inc. 0.01% Add +18.8% 385,021 $36.0M
New York State Common Retirement Fund 0.05% Reduce -7.8% 382,431 $35.7M
Aviva PLC 0.12% Reduce -13.9% 381,034 $35.6M
State of Wisconsin Investment Board 0.09% Add +6.2% 378,466 $35.4M
DekaBank Deutsche Girozentrale 0.07% Add +1.8% 379,147 $35.1M
Healthcare of Ontario Pension Plan Trust Fund 0.12% New 371,855 $34.7M
FIL Ltd 0.03% Reduce -40.0% 368,202 $34.4M
ExodusPoint Capital Management, LP 0.42% New 363,516 $34.0M
UniSuper Management Pty Ltd 0.32% Add +5.5% 357,374 $33.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +4.4% 355,402 $33.2M
Bowen Hanes & Co. Inc. 0.94% Reduce -0.0% 350,923 $32.8M
State of Alaska, Department of Revenue 0.36% Add +1.6% 340,651 $31.8M
Toronto Dominion Bank 0.05% Reduce -11.5% 321,037 $30.0M
Natixis 0.17% Add +530.9% 320,821 $30.0M
ING Groep NV 0.20% Add +474.6% 313,817 $29.3M
Resona Asset Management Co.,Ltd. 0.17% — 313,775 $29.3M
Nisa Investment Advisors, LLC 0.19% Add +2.4% 309,520 $28.9M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -0.8% 308,010 $28.8M
Capital International, Inc. 0.38% Add +6.6% 302,821 $28.3M
GRS Advisors, LLC 3.65% Add +2262.9% 290,964 $27.2M
Treasurer of the State of North Carolina 0.12% Add +0.8% 288,391 $26.9M
B&I Capital AG 8.42% Add +3.4% 284,250 $26.6M
Danske Bank A/S 0.08% — 278,410 $26.0M
Natixis Advisors, LLC 0.06% Add +17.9% 272,895 $25.5M
Employees Retirement System of Texas 0.25% Add +32.4% 245,000 $22.9M
Van Eck Associates Corp. 0.03% Add +10.8% 239,699 $22.4M
Victory Capital Management Inc. 0.02% Add +0.7% 234,352 $21.9M
Handelsbanken Fonder AB 0.09% Add +8.5% 232,509 $21.7M
Hazelview Securities Inc. 4.07% Add +26.7% 234,651 $21.6M
Capstone Investment Advisors, LLC 0.74% New 230,149 $21.5M
Cibc World Markets Corp. 0.14% Reduce -10.3% 227,847 $21.3M
Susquehanna Portfolio Strategies, LLC 0.48% No change 221,682 $20.7M
Cibc World Market Inc. 0.05% New 220,074 $20.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Add +0.4% 219,724 $20.5M
PNC Financial Services Group, Inc. 0.01% Add +0.4% 219,585 $20.5M
Royal London Asset Management Ltd. 0.05% Add +4.0% 214,210 $20.0M
CI Investments Inc. 0.08% Add +228.1% 210,004 $19.6M
Chilton Capital Management LLC 0.89% Reduce -5.3% 201,897 $18.9M
Los Angeles Capital Management LLC 0.06% Reduce -51.1% 196,753 $18.4M
HBK Investments L P 0.51% Add +11.3% 190,832 $17.8M
Candriam S.C.A. 0.11% Reduce -6.8% 188,861 $17.6M
Raymond James Financial Services Advisors, Inc. 0.03% Add +25.7% 187,713 $17.5M
TD Asset Management Inc 0.02% Add +4.5% 186,860 $17.5M
Thrivent Financial for Lutherans 0.03% Add +13.0% 184,757 $17.3M
Cerity Partners LLC 0.05% Add +9.6% 184,238 $17.2M
Vert Asset Management LLC 7.19% Reduce -1.9% 183,053 $17.1M
UMB Bank, n.a. 0.26% Add +40.4% 178,681 $16.7M
LPL Financial LLC 0.01% Add +6.2% 177,267 $16.6M
SG Americas Securities, LLC 0.09% Add +180.9% 176,691 $16.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +6.4% 167,703 $15.7M
Storebrand Asset Management As 0.05% Add +2.5% 163,134 $15.2M
Tiaa Trust, National Association 0.05% Add +2.8% 162,457 $15.2M
Arizona State Retirement System 0.10% Add +8.8% 158,828 $14.8M
NewEdge Wealth, LLC 0.33% Add +1573.8% 153,741 $14.8M
New York Life Investment Management LLC 0.15% Reduce -1.6% 157,565 $14.7M
Waterfront Capital Partners, LLC 1.37% New 157,000 $14.7M
Creative Planning 0.02% Add +0.7% 154,066 $14.4M
State of Michigan Retirement System 0.08% Add +0.1% 151,609 $14.2M
American International Group, Inc. 0.05% Reduce -0.3% 149,425 $14.0M
Stifel Financial Corp. 0.02% Add +6.7% 146,635 $13.7M
Varma Mutual Pension Insurance Co 0.12% Add +391.2% 145,400 $13.6M
Guggenheim Capital LLC 0.09% Reduce -9.2% 141,559 $13.2M
AQR Capital Management 0.02% Add +39.6% 141,000 $13.2M
Manning & Napier Group, LLC 0.16% Add +30.2% 140,713 $13.1M
Epoch Investment Partners, Inc. 0.06% Reduce -2.2% 137,139 $12.8M
State of Tennessee, Department of Treasury 0.05% Add +1.3% 133,091 $12.4M
Nissay Asset Management Corp. /Japan 0.09% Add +5.2% 132,119 $12.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +27.5% 150,140 $12.3M
Davis Selected Advisers 0.07% Reduce -3.3% 129,970 $12.1M
MetLife Investment Management, LLC 0.08% Reduce -3.3% 129,602 $12.1M
National Bank of Canada 0.02% Reduce -14.0% 122,348 $12.1M
Vestcor Inc 0.40% Add +149.9% 125,527 $11.7M
Calamos Advisors LLC 0.08% Reduce -2.5% 124,197 $11.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.37% Reduce -9.5% 122,565 $11.5M
LGT Group Foundation 0.27% Reduce -11.9% 122,481 $11.4M
USS Investment Management Ltd 0.09% Add +15.4% 121,678 $11.4M
Teachers Retirement System of the State of Kentucky 0.10% Add +180.7% 118,400 $11.1M
Moore Capital Management, LP 0.24% New 118,100 $11.0M
Connors Investor Services Inc. 1.16% Add +10.6% 117,715 $11.0M
Wealth Enhancement Advisory Services, LLC 0.03% Add +4.0% 117,676 $11.0M
Susquehanna International Group, LLP 0.02% Reduce -47.3% 116,635 $10.9M
Cercano Management LLC 0.30% Reduce -13.1% 115,822 $10.8M
Texas Permanent School Fund Corp. 0.08% Add +0.1% 114,407 $10.7M
Amalgamated Bank 0.09% Reduce -17.8% 113,857 $10.6M
Forsta Ap-Fonden 0.09% Add +18.3% 109,700 $10.3M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +11.4% 107,956 $10.1M
IFM Investors Pty Ltd 0.11% Add +7.2% 107,743 $10.1M
Keybank National Association 0.04% Reduce -4.0% 106,215 $9.9M
First Trust Advisors LP 0.01% Reduce -35.1% 106,064 $9.9M
Susquehanna Fundamental Investments, LLC 0.46% New 105,800 $9.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% New 103,558 $9.7M
Squarepoint Ops LLC 0.04% Reduce -29.9% 103,309 $9.7M
ProShare Advisors LLC 0.03% Reduce -1.7% 101,261 $9.5M
Westpac Banking Corp. 0.70% Add +0.7% 98,193 $9.2M
Yousif Capital Management, LLC 0.10% Add +1.0% 97,833 $9.1M
Czech National Bank 0.12% Add +0.5% 97,383 $9.1M
Twinbeech Capital LP 0.19% Add +9.2% 96,321 $9.0M
Commonwealth Equity Services, LLC 0.01% Reduce -0.5% 96,113 $9.0M
Utah Retirement Systems 0.10% Add +3.2% 96,103 $9.0M
TCW Group Inc. 0.09% Add +5.4% 94,416 $8.8M
Makena Capital Management LLC 2.02% Add +0.7% 92,794 $8.7M
Degroof Petercam Asset Management 0.10% Add +13.2% 90,200 $8.4M
Mutual of America Capital Management LLC 0.09% Reduce -0.8% 89,017 $8.3M
Gillson Capital LP 0.79% New 88,500 $8.3M
Venture Visionary Partners LLC 0.39% Reduce -1.8% 88,243 $8.2M
DNB Asset Management AS 0.04% Reduce -16.7% 88,138 $8.2M
Captrust Financial Advisors 0.03% Reduce -2.6% 86,636 $8.1M
Public Sector Pension Investment Board 0.06% Reduce -28.6% 86,349 $8.1M
Prudential PLC 0.07% Add +116.8% 85,931 $8.0M
Osaic Holdings, Inc. 0.02% Reduce -24.4% 84,603 $7.9M
Trust Co. of Toledo NA 1.24% Reduce -3.0% 84,569 $7.9M
Liberty Mutual Group Asset Management Inc. 2.24% Add +32.3% 84,296 $7.9M
Cetera Investment Advisers 0.02% Add +527.5% 82,174 $7.7M
Caisse de depot et placement du Quebec 0.02% New 81,600 $7.6M
Tredje AP-fonden 0.08% Reduce -31.7% 81,421 $7.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +11.0% 80,639 $7.5M
Public Employees Retirement Association of Colorado 0.03% Add +4.2% 79,190 $7.4M
CENTRAL TRUST Co 0.18% Reduce -4.8% 77,242 $7.2M
Quantbot Technologies LP 0.41% Reduce -16.8% 76,926 $7.2M
CIBC Asset Management Inc 0.02% Add +3.2% 76,738 $7.2M
Xponance LLC 0.08% Add +7.7% 76,735 $7.2M
Mariner, LLC 0.01% Reduce -20.1% 74,995 $7.0M
Andra AP-fonden 0.12% Reduce -8.3% 74,500 $7.0M
Teacher Retirement System of Texas 0.04% Reduce -39.1% 74,066 $6.9M
GSI Capital Advisors LLC 4.01% New 73,089 $6.8M
Windle Wealth, LLC 4.27% Add +1.4% 71,676 $6.7M
Transform Wealth, LLC 0.63% Reduce -5.3% 70,863 $6.6M
Mercer Global Advisors Inc. 0.02% Add +167.9% 69,844 $6.5M
M&T Bank Corp 0.02% Add +0.9% 69,811 $6.5M
Bank of Nova Scotia 0.01% Add +3.3% 69,157 $6.5M
Jane Street Group, LLC 0.01% Reduce -61.6% 68,889 $6.4M
HighTower Advisors, LLC 0.01% Add +0.9% 67,492 $6.3M
Rafferty Asset Management, LLC 0.02% Reduce -10.7% 66,297 $6.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +11.0% 66,289 $6.2M
Metis Global Partners, LLC 0.22% Add +2.5% 66,166 $6.2M
AMF Tjanstepension AB 0.05% Reduce -61.4% 65,458 $6.1M
Vident Advisory, LLC 0.13% Add +60.6% 64,818 $6.1M
Pensionfund PDN 3.19% Add +14.3% 63,753 $6.0M
Ethic Inc. 0.15% Add +15.4% 63,202 $5.9M
Illinois Municipal Retirement Fund 0.09% Reduce -41.8% 62,474 $5.8M
Truist Financial Corp. 0.01% Reduce -4.2% 61,117 $5.7M
AQR Arbitrage LLC 0.30% New 61,100 $5.7M
Pinnacle Associates Ltd. 0.09% Reduce -1.0% 60,989 $5.7M
Factory Mutual Insurance Co. 0.07% No change 60,700 $5.7M
Lighthouse Investment Partners, LLC 0.33% Reduce -14.3% 60,000 $5.6M
Schonfeld Strategic Advisors LLC 0.04% Add +1658.9% 59,100 $5.5M
Azimuth Capital Investment Management LLC 0.23% Add +4.6% 58,384 $5.5M
Mackenzie Financial Corp. 0.01% Reduce -36.6% 57,096 $5.3M
Advisors Management Group Inc. 1.30% Reduce -1.2% 56,157 $5.2M
Janney Montgomery Scott LLC 0.02% Add +5.9% 54,666 $5.1M
Presima Securities ULC 1.18% Reduce -15.1% 54,237 $5.1M
Harbour Trust & Investment Management Co 0.63% Reduce -9.9% 54,028 $5.0M
Rockefeller Capital Management L.P. 0.01% Add +67.0% 53,893 $5.0M
Allspring Global Investments Holdings, LLC 0.01% Add +17.1% 53,732 $5.0M
Two Sigma Investments, LP 0.01% New 53,302 $5.0M
QRG Capital Management, Inc. 0.06% Add +9.3% 52,786 $4.9M
Garland Capital Management Inc. 3.21% Reduce -0.7% 51,841 $4.8M
Carret Asset Management, LLC 0.57% Reduce -4.3% 51,821 $4.8M
Gulf International Bank (UK) Ltd 0.12% Add +13.0% 50,657 $4.7M
Elo Mutual Pension Insurance Co 0.11% Add +11.5% 50,490 $4.7M
Impax Asset Management Group plc 0.02% Reduce -12.9% 50,423 $4.7M
Windward Capital Management Co. 0.38% Reduce -1.3% 49,133 $4.6M
Oregon Public Employees Retirement Fund 0.09% Reduce -27.9% 47,350 $4.4M
Peapack Gladstone Financial Corp. 0.07% Reduce -0.5% 46,364 $4.3M
Callahan Advisors, LLC 0.45% Reduce -2.6% 45,982 $4.3M
Vanguard Personalized Indexing Management, LLC 0.09% Add +12.7% 45,877 $4.3M
Credit Agricole S A 0.07% Add +63.8% 47,200 $4.3M
Norinchukin Bank, The 0.13% Reduce -1.2% 44,919 $4.2M
US Bancorp \de 0.01% Reduce -6.4% 44,755 $4.2M
Pathstone Holdings, LLC 0.02% Add +20.7% 43,393 $4.1M
Ensign Peak Advisors, Inc 0.01% Add +72.1% 43,095 $4.0M
Verition Fund Management LLC 0.04% Add +324.1% 42,450 $4.0M
DoubleLine ETF Adviser LP 1.00% Add +11.1% 42,210 $3.9M
Fifth Third Bancorp 0.02% Add +3.5% 42,093 $3.9M
Kentucky Retirement Systems 0.12% Reduce -5.1% 42,032 $3.9M
O'shaughnessy Asset Management, LLC 0.04% Add +15.1% 41,773 $3.9M
Capital Group Private Client Services, Inc. 0.04% Add +22.4% 41,519 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.3% 40,832 $3.8M
Tudor Investment Corporation 0.05% New 40,679 $3.8M
Fred Alger Management, LLC 0.02% Reduce -24.3% 40,257 $3.8M
1832 Asset Management L.P. 0.01% Add +363.9% 39,900 $3.7M
Metropolitan Life Insurance Co 0.16% Reduce -0.1% 39,413 $3.7M
Wealthfront Advisers LLC 0.01% Reduce -5.8% 39,085 $3.7M
Advisors Asset Management, Inc. 0.07% Reduce -14.3% 37,717 $3.5M
Pacer Advisors, Inc. 0.01% Add +2.8% 37,602 $3.5M
Van Lanschot Kempen Investment Management N.V. 0.04% Add +25.5% 36,781 $3.4M
KMG Fiduciary Partners, LLC 0.36% Reduce -1.3% 36,700 $3.4M
Maryland State Retirement & Pension System 0.07% No change 37,946 $3.4M
Brown Advisory Inc. 0.00% Reduce -0.8% 36,534 $3.4M
Oppenheimer Asset Management Inc. 0.05% Reduce -6.9% 36,350 $3.4M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -7.4% 36,095 $3.4M
Sarasin & Partners LLP 0.03% No change 35,992 $3.4M
Hartford Investment Management Co. 0.12% Reduce -4.0% 35,781 $3.3M
D L Carlson Investment Group Inc. 0.64% Reduce -0.6% 35,174 $3.3M
KBC Group NV 0.01% Add +12.4% 34,740 $3.2M
MML Investors Services, LLC 0.01% Add +1.4% 34,709 $3.2M
Corient Private Wealth LP 0.01% Add +4.4% 34,656 $3.2M
Spirit of America Management Corp. 0.64% Add +13.0% 33,875 $3.2M
Jefferies Financial Group Inc. 0.07% Add +202.9% 33,599 $3.1M
Pensionfund Sabic 0.92% Add +31.7% 33,259 $3.1M
Kornitzer Capital Management Inc. 0.06% Add +31.4% 33,090 $3.1M
Spinnaker Trust 0.20% Add +0.1% 32,987 $3.1M
Naviter Wealth, LLC 0.50% Add +11.4% 32,822 $3.1M
Securian Asset Management, Inc. 0.09% Reduce -6.8% 32,598 $3.0M
Perpetual Ltd 0.03% Add +57.4% 32,444 $3.0M
Westover Capital Advisors, LLC 0.88% Reduce -3.2% 32,357 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.2% 32,286 $3.0M
Louisiana State Employees Retirement System 0.06% Reduce -3.9% 32,200 $3.0M
Daiichi Life Insurance Co., Ltd. 0.07% Add +82.8% 31,197 $2.9M
Merit Financial Group, LLC 0.07% Add +737.5% 29,823 $2.9M
Rainey & Randall Wealth Advisors Inc. 0.67% Reduce -0.1% 30,466 $2.8M
Kintegral Advisory, LLC 0.28% Reduce -0.3% 30,300 $2.8M
B. Riley Wealth Advisors, Inc. 0.08% Add +5.5% 34,439 $2.8M
Summit Place Financial Advisors, LLC 1.65% Reduce -0.2% 30,124 $2.8M
Gotham Asset Management 0.04% Add +102.6% 29,732 $2.8M
Blair William & Co. 0.01% Reduce -4.6% 29,576 $2.8M
Pinnacle Wealth Management Advisory Group, LLC 0.29% Add +0.5% 29,392 $2.7M
Tower Research Capital LLC (TRC) 0.06% Reduce -67.3% 28,776 $2.7M
New Mexico Educational Retirement Board 0.09% Add +7.7% 27,848 $2.6M
Atria Investments, Inc 0.04% Add +19.4% 27,371 $2.6M
Oppenheimer & Co. Inc. 0.04% Add +3.0% 27,290 $2.5M
Quantinno Capital Management LP 0.06% Add +9.2% 27,057 $2.5M
Crossmark Global Holdings, Inc. 0.05% Reduce -1.1% 26,684 $2.5M
Romano Brothers and Company 0.34% Reduce -1.5% 26,503 $2.5M
Appleton Partners Inc. 0.19% Add +5.5% 26,319 $2.5M
Ossiam 0.04% Add +69.9% 26,226 $2.5M
Erste Asset Management GmbH 0.03% Add +52.6% 26,100 $2.4M
Boston Family Office LLC 0.17% Reduce -3.5% 25,594 $2.4M
Centiva Capital, LP 0.15% New 25,587 $2.4M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.28% Reduce -6.5% 25,579 $2.4M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 25,500 $2.4M
Commerce Bank 0.02% Reduce -19.3% 24,828 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -8.9% 24,384 $2.3M
GAMCO Investors 0.02% Add +162.2% 24,250 $2.3M
Raymond James Trust N.A. 0.05% Add +3.5% 24,154 $2.3M
Nicola Wealth Management LTD. 0.22% Add +34.1% 17,695 $2.2M
Avitas Wealth Management LLC 0.34% Add +1.2% 23,755 $2.2M
Swiss Life Asset Management Ltd 0.03% Reduce -73.7% 23,585 $2.2M
Old North State Wealth Management, LLC 1.43% Add +1.4% 23,485 $2.2M
Alpine Global Management, LLC 0.51% Reduce -59.3% 23,500 $2.2M
WINTON GROUP Ltd 0.15% New 22,953 $2.1M
Pinebridge Investments, L.P. 0.02% New 22,888 $2.1M
Dean Investment Associates, LLC 0.29% Add +0.5% 22,678 $2.1M
Moran Wealth Management, LLC 0.07% Add +17.8% 22,598 $2.1M
Intech Investment Management LLC 0.03% Add +147.9% 22,294 $2.1M
E. Ohman J:or Asset Management AB 0.05% Add +7.2% 22,204 $2.1M
Private Advisor Group, LLC 0.01% Reduce -10.8% 22,043 $2.1M
United Capital Financial Advisors, LLC 0.02% Reduce -4.8% 21,704 $2.0M
Tidal Investments LLC 0.03% Add +61.0% 21,326 $2.0M
Lockheed Martin Investment Management Co. 0.14% Reduce -23.1% 22,953 $2.0M
Kestra Private Wealth Services, LLC 0.04% New 20,894 $2.0M
Meiji Yasuda Life Insurance Co 0.04% Add +40.2% 20,888 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +4.4% 20,869 $1.9M
Sheaff Brock Investment Advisors, LLC 0.15% Reduce -1.4% 20,739 $1.9M
Proquility Private Wealth Partners, LLC 0.65% Add +5.6% 20,263 $1.9M
Forte Capital LLC 0.23% Add +0.4% 20,229 $1.9M
FJ Capital Management LLC 0.19% Add +12.3% 19,946 $1.9M
Capital Investment Advisors, LLC 0.04% Add +1.9% 19,922 $1.9M
MAI Capital Management 0.02% Reduce -0.7% 19,868 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +14.7% 19,688 $1.8M
Engineers Gate Manager LP 0.05% Reduce -17.0% 19,688 $1.8M
Agf Management Ltd. 0.01% Reduce -43.1% 19,609 $1.8M
APG Asset Management N.V. 0.00% Add +4.5% 21,017 $1.8M
Shell Asset Management Co. 0.08% Reduce -31.2% 16,966 $1.8M
Vontobel Holding Ltd. 0.01% Add +23.3% 18,634 $1.7M
GYL Financial Synergies, LLC 0.14% Reduce -0.7% 18,590 $1.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +2.2% 18,496 $1.7M
Sumitomo Life Insurance Co. 0.04% Reduce -3.8% 18,390 $1.7M
Ieq Capital, LLC 0.02% Add +5.6% 18,292 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Reduce -7.4% 18,265 $1.7M
GeoWealth Management, LLC 0.06% Add +345.9% 17,952 $1.7M
Praxis Investment Management Inc. 0.11% No change 17,680 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 17,562 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -21.4% 17,434 $1.6M
Groupama Asset Managment 0.03% Reduce -65.2% 6,972 $1.6M
Sherbrooke Park Advisers LLC 0.31% Add +516.4% 17,191 $1.6M
Kestra Advisory Services, LLC 0.01% Add +297.9% 16,825 $1.6M
V-Square Quantitative Management LLC 0.22% Add +18.7% 16,790 $1.6M
D.A. Davidson & Co. 0.01% Reduce -0.4% 16,716 $1.6M
Assenagon Asset Management S.A. 0.00% Add +7.1% 16,648 $1.6M
Edgemoor Investment Advisors, Inc. 0.15% No change 16,500 $1.5M
Liberty Capital Management, Inc. 0.38% Reduce -5.9% 16,402 $1.5M
O'ROURKE & COMPANY, Inc 0.88% Add +0.8% 16,236 $1.5M
RDA Financial Network 0.51% Add +0.2% 16,057 $1.5M
Arbor Capital Management Inc. 1.41% New 15,212 $1.5M
Old Second National Bank of Aurora 0.38% Reduce -0.2% 15,550 $1.5M
Brookstone Capital Management 0.03% Add +0.1% 15,402 $1.4M
Jump Financial, LLC 0.04% Add +92.5% 15,392 $1.4M
Wambolt & Associates, LLC 0.42% Add +20.9% 15,357 $1.4M
Dean Capital Management 0.82% No change 15,042 $1.4M
Bard Associates Inc. 0.50% Reduce -0.2% 14,987 $1.4M
First Trust Direct Indexing L.P. 0.10% Add +16.2% 14,886 $1.4M
United Services Automobile Association 0.03% No change 14,869 $1.4M
Creegan & Nassoura Financial Group, LLC 0.93% Reduce -0.8% 14,867 $1.4M
Focus Partners Wealth 0.01% Add +1.7% 14,753 $1.4M
NTV Asset Management LLC 0.21% No change 14,469 $1.4M
American Financial Advisors, LLC 0.19% Reduce -1.2% 14,238 $1.3M
Atria Wealth Solutions, Inc. 0.01% Reduce -26.0% 14,238 $1.3M
Fox Run Management, L.L.C. 0.29% Add +75.3% 14,194 $1.3M
Allianz SE 0.04% — 14,135 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +13.0% 14,052 $1.3M
Cwm, LLC 0.01% Add +5.7% 13,721 $1.3M
Advance Capital Management, Inc. 0.09% No change 13,591 $1.3M
Wesbanco Bank Inc. 0.05% Add +0.3% 13,373 $1.2M
NEOS Investment Management LLC 0.08% Add +70.3% 13,352 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.5% 13,312 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -3.5% 13,312 $1.2M
Sandy Spring Bank 0.06% Add +8.3% 13,006 $1.2M
AIA Group Ltd 0.04% Reduce -4.6% 12,400 $1.2M
Garrison Bradford & Associates Inc. 1.19% No change 12,380 $1.2M
ProVise Management Group, LLC 0.10% Reduce -14.8% 12,186 $1.1M
Park Avenue Securities LLC 0.01% Add +6.6% 12,178 $1.1M
Bleakley Financial Group, LLC 0.03% Add +12.3% 12,096 $1.1M
Simplicity Wealth,LLC 0.03% New 12,042 $1.1M
Verde Capital Management 0.39% Add +143.3% 12,035 $1.1M
Snowden Capital Advisors LLC 0.04% Add +12.0% 11,933 $1.1M
Boothbay Fund Management, LLC 0.03% Reduce -0.7% 11,918 $1.1M
McKinley Capital Management LLC 0.13% Add +15.4% 11,874 $1.1M
Cornell Pochily Investment Advisors, Inc. 0.43% Reduce -3.0% 11,711 $1.1M
Waverly Advisors, LLC 0.03% Add +11.0% 11,706 $1.1M
Alberta Investment Management Corp 0.01% No change 11,700 $1.1M
Banco Santander, S.A. 0.01% Reduce -1.3% 11,636 $1.1M
Danica Pension, Livsforsikringsaktieselskab 0.02% — 11,456 $1.1M
Vanderbilt University 0.22% Add +343.8% 11,304 $1.1M
Imprint Wealth LLC 0.25% No change 11,425 $1.1M
Banque Cantonale Vaudoise 0.04% Reduce -67.5% 10,959 $1.0M
Gray Wealth Management Inc. 0.46% Reduce -0.6% 10,945 $1.0M
Independent Advisor Alliance 0.04% Reduce -9.0% 10,876 $1.0M
OneDigital Investment Advisors LLC 0.02% Add +1.0% 10,866 $1.0M
Wealthspire Retirement, LLC 0.09% Add +0.1% 10,761 $1.0M
Welch Group, LLC 0.05% No change 10,700 $1000K
Capital Group Investment Management Pte. LTD. 0.18% Reduce -81.4% 10,629 $993K
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.2% 10,581 $989K
Baird Financial Group, Inc. 0.00% Add +0.6% 10,529 $984K
Ancora Advisors LLC 0.02% Reduce -3.9% 10,485 $980K
Florida Trust Wealth Management Co 0.03% Reduce -0.8% 10,446 $976K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -28.2% 10,419 $974K
XTX Topco Ltd 0.13% New 10,368 $969K
LGT Fund Management Co Ltd. 0.40% New 10,237 $957K
Lombard Odier Asset Management (Switzerland) SA 0.07% New 10,153 $949K
PFG Investments, LLC 0.06% Add +17.5% 10,079 $942K
American Assets Investment Management, LLC 0.09% No change 10,000 $934K
Stevens Capital Management LP 0.18% Reduce -38.3% 9,978 $932K
Panagora Asset Management Inc. 0.00% No change 9,779 $914K
Man Group plc 0.00% New 9,699 $906K
Jeppson Wealth Management, LLC 0.35% Reduce -0.3% 9,628 $900K
Buckingham Capital Management, Inc. 0.11% New 9,540 $891K
Lido Advisors, LLC 0.01% Add +0.3% 9,332 $872K
HighPoint Advisor Group LLC 0.06% Add +1.7% 8,719 $867K
Red Cedar Investment Management, LLC 0.11% New 9,144 $854K
Checchi Capital Advisers, LLC 0.07% Add +5.8% 9,119 $852K
Signaturefd, LLC 0.02% Add +6.8% 9,108 $851K
Trueblood Wealth Management, LLC 0.48% Add +1.2% 9,061 $847K
Busey Bank 0.03% Reduce -7.4% 9,035 $844K
Investment Management Corp of Ontario 0.02% Reduce -26.4% 8,916 $833K
NewEdge Advisors, LLC 0.01% Reduce -16.5% 8,793 $822K
Tobam 0.07% Reduce -16.3% 8,736 $816K
Meeder Advisory Services, Inc. 0.08% Add +8.9% 8,668 $810K
Lazard Asset Management LLC 0.00% Add +43.7% 8,523 $795K
Schnieders Capital Management LLC 0.17% Reduce -1.2% 8,496 $794K
Community Bank & Trust, Waco, Texas 0.19% Reduce -0.3% 8,443 $789K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.4% 8,396 $785K
Atlantic Union Bankshares Corp 0.07% Reduce -1.8% 8,350 $780K
Profund Advisors LLC 0.03% Reduce -15.3% 8,348 $780K
Handelsinvest Investeringsforvaltning 0.37% Reduce -16.0% 8,345 $780K
Ofi Invest Asset Management 0.02% Reduce -7.4% 8,947 $774K
Penserra Capital Management LLC 0.01% Reduce -22.8% 8,262 $770K
Quadrature Capital Ltd 0.01% New 8,228 $768K
Gallagher Fiduciary Advisors, LLC 0.03% Add +4.0% 8,198 $766K
Coldstream Capital Management Inc. 0.02% Add +2.8% 8,170 $763K
Jones Financial Companies LLLP 0.00% Add +44.2% 8,157 $762K
Carnegie Investment Counsel 0.02% Reduce -0.7% 8,110 $758K
Level Four Advisory Services, LLC 0.04% No change 8,381 $756K
Horizon Investments, LLC 0.02% Add +3.7% 8,015 $744K
Prospera Financial Services Inc 0.02% Reduce -4.7% 7,941 $743K
Greenleaf Trust 0.01% Reduce -1.6% 7,906 $739K
Federated Hermes, Inc. 0.00% Reduce -14.9% 7,867 $735K
Savant Capital, LLC 0.01% Add +8.3% 7,839 $732K
Quadrant Capital Group LLC 0.06% Reduce -1.7% 7,810 $730K
MBB Public Markets I LLC 0.05% New 7,766 $726K
Lincoln National Corp. 0.01% Reduce -3.8% 7,707 $720K
Sequoia Financial Advisors, LLC 0.01% Reduce -20.8% 7,674 $717K
Gold Investment Management Ltd. 0.28% Reduce -0.1% 7,546 $705K
Stiles Financial Services Inc 0.28% Reduce -4.4% 7,543 $705K
Dodds Wealth, LLC 0.29% No change 7,529 $704K
Mgo One Seven LLC 0.04% Reduce -2.1% 7,511 $702K
Machina Capital S.A.S. 0.37% New 7,482 $699K
Global Retirement Partners, LLC 0.03% Reduce -4.8% 7,467 $698K
Empowered Funds, LLC 0.01% Add +34.8% 7,365 $688K
Concurrent Investment Advisors, LLC 0.03% Reduce -5.5% 7,257 $678K
Monetary Management Group Inc. 0.19% Reduce -4.6% 7,225 $675K
Arkadios Wealth Advisors 0.05% Reduce -0.5% 7,044 $658K
AlphaQuest LLC 0.11% New 7,023 $656K
Avantax Advisory Services, Inc. 0.01% Reduce -28.0% 7,015 $655K
Farmers & Merchants Investments Inc. 0.02% No change 6,990 $653K
Richwood Investment Advisors, LLC 0.58% Reduce -4.0% 6,932 $648K
Dakota Wealth Management 0.02% Add +24.6% 6,925 $647K
Atom Investors LP 0.08% Add +70.5% 6,921 $647K
Pacific Sun Financial Corp 0.37% No change 6,888 $644K
Fulcrum Capital LLC 0.15% Add +2.3% 6,836 $639K
Inceptionr LLC 0.16% New 6,798 $635K
Vestmark Advisory Solutions, Inc. 0.03% Reduce -4.3% 6,753 $631K
Prestige Wealth Management Group LLC 0.14% Add +8109.8% 6,732 $629K
GTS Securities LLC 0.02% Reduce -54.5% 6,701 $626K
Stephens Inc. 0.01% Reduce -2.4% 6,682 $624K
Greenup Street Wealth Management LLC 0.15% No change 6,570 $614K
Magnetar Financial LLC 0.02% Reduce -84.6% 6,551 $612K
Madden Advisory Services, Inc. 0.32% Reduce -1.8% 6,506 $608K
Integrated Wealth Concepts LLC 0.01% Reduce -18.3% 6,483 $606K
Summit Financial Group, Inc. 0.21% Reduce -7.2% 6,465 $604K
DAVENPORT & Co LLC 0.00% Add +15.8% 6,405 $598K
Prime Capital Investment Advisors, LLC 0.01% Add +3.7% 6,352 $594K
Ingalls & Snyder LLC 0.03% Reduce -2.3% 6,326 $591K
Ameritas Advisory Services, LLC 0.02% Add +85.9% 6,229 $588K
CreativeOne Wealth, LLC 0.02% Add +13.5% 6,121 $572K
Azzad Asset Management Inc. 0.07% Add +0.9% 6,079 $568K
Glenmede Trust Co. NA 0.00% Add +9.6% 6,011 $562K
Values First Advisors, Inc. 0.33% Add +4.4% 6,010 $562K
Westwood Holdings Group Inc. 0.00% Reduce -33.3% 6,000 $561K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.0% 5,987 $559K
Dudley Capital Management, LLC 0.33% Reduce -1.2% 6,075 $559K
HB Wealth Management, LLC 0.01% Add +5.2% 5,913 $553K
Siemens Fonds Invest GmbH 0.04% Add +1.4% 5,878 $549K
Virtu Financial LLC 0.04% New 5,867 $548K
Cigna Investments Inc. 0.10% Add +2.9% 5,857 $547K
Concourse Financial Group Securities, Inc. 0.04% Reduce -0.8% 5,839 $546K
Panoramic Investment Advisors, LLC 0.40% Reduce -6.4% 5,825 $544K
Johnson Investment Counsel Inc. 0.01% Add +0.9% 5,824 $544K
Cullinan Associates Inc. 0.03% New 5,810 $543K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.06% New 5,804 $542K
Alyeska Investment Group, L.P. 0.00% Reduce -89.7% 5,790 $541K
NorthRock Partners, LLC 0.02% Add +2.3% 5,761 $538K
Walleye Capital LLC 0.01% Reduce -94.7% 5,747 $537K
Hendershot Investments Inc. 0.08% No change 5,742 $537K
Bailard, Inc. 0.01% Reduce -3.7% 5,699 $533K
Capula Management Ltd 0.02% New 5,627 $526K
Retirement Planning Co of New England, Inc. 0.29% Reduce -8.0% 5,612 $524K
Huntington National Bank 0.01% Add +10.6% 5,602 $523K
Exchange Traded Concepts, LLC 0.01% Reduce -4.5% 5,587 $522K
Harvest Fund Management Co., Ltd 0.05% Add +170.4% 5,589 $522K
Independent Financial Group, LLC 0.02% Reduce -48.7% 5,568 $520K
Qtron Investments LLC 0.07% No change 5,559 $519K
Lumbard & Kellner, LLC 0.25% No change 5,496 $514K
HF Advisory Group, LLC 0.29% Add +6.6% 5,486 $513K
MQS Management LLC 0.29% Add +49.5% 5,449 $509K
Alethea Capital Management, LLC 0.40% New 5,296 $495K
Caprock Group, LLC 0.03% Reduce -4.9% 5,276 $493K
Sara-Bay Financial 0.22% Add +3.5% 5,352 $492K
Benjamin Edwards Inc. 0.10% Reduce -0.9% 5,246 $490K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -0.2% 5,143 $481K
LongView Wealth Management 0.19% Add +2.1% 5,116 $478K
Retirement Guys Formula LLC 0.23% New 5,087 $475K
Wedmont Private Capital 0.03% Add +2.4% 5,156 $474K
Benchmark Investment Advisors LLC 0.37% No change 5,060 $473K
Good Life Advisors, LLC 0.04% Add +0.2% 5,058 $473K
ARS Wealth Advisors Group, LLC 0.06% Reduce -2.8% 5,057 $473K
Stratos Wealth Partners, LTD. 0.01% Add +0.4% 5,047 $472K
IHT Wealth Management, LLC 0.02% Reduce -1.1% 5,041 $471K
Texas Yale Capital Corp. 0.02% Add +2.7% 5,028 $470K
LRI Investments, LLC 0.12% — 4,953 $463K
Integrated Advisors Network LLC 0.02% Add +2.2% 4,951 $463K
Drake & Associates, LLC 0.17% Reduce -0.0% 4,944 $462K
Federation des caisses Desjardins du Quebec 0.00% Add +277.9% 4,924 $456K
Everhart Financial Group, Inc. 0.13% Add +17.4% 4,869 $455K
Tower Bridge Advisors 0.05% No change 4,850 $453K
Investment Advisory Group, LLC 0.19% Reduce -2.3% 4,846 $453K
Cypress Capital Group 0.05% Add +5.2% 4,836 $452K
Schechter Investment Advisors, LLC 0.03% Add +13.8% 4,824 $451K
Ballentine Partners, LLC 0.01% Reduce -1.5% 4,818 $450K
Inspire Investing, LLC 0.05% Reduce -3.1% 4,745 $443K
SVB Wealth LLC 0.01% Reduce -8.4% 4,730 $442K
Ellevest, Inc. 0.03% Add +3.1% 4,726 $442K
Proficio Capital Partners LLC 0.05% Add +1.5% 4,703 $439K
Associated Banc-Corp 0.01% No change 4,703 $439K
Ostrum Asset Management 0.03% Add +9.6% 4,681 $437K
Monument Capital Management 0.13% Reduce -4.1% 4,671 $436K
Strategy Asset Managers LLC 0.09% New 4,630 $433K
Southland Equity Partners LLC 0.12% Add +5.3% 4,612 $431K
Legacy Wealth Asset Management, LLC 0.12% Add +1.9% 4,579 $428K
Dynamic Technology Lab Private Ltd 0.05% New 4,561 $426K
AlphaCore Capital LLC 0.11% Add +1.7% 4,461 $417K
Obermeyer Wealth Partners 0.02% No change 4,457 $416K
Wedbush Securities Inc. 0.02% Add +74.8% 4,416 $413K
Nomura Holdings Inc. 0.00% Reduce -95.5% 4,418 $413K
GAMMA Investing LLC 0.08% Add +12.7% 4,408 $412K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,408 $412K
Joel Isaacson & Co., LLC 0.02% No change 4,397 $411K
Syon Capital LLC 0.04% Add +3.6% 4,336 $405K
SpiderRock Advisors, LLC 0.01% — 4,382 $404K
Carmel Capital Partners, LLC 0.17% Add +10.7% 4,292 $401K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -21.7% 4,286 $400K
HGI Capital Management, LLC 0.43% Reduce -8.3% 4,269 $399K
Prudent Man Advisors, LLC 0.15% Reduce -7.3% 4,263 $398K
First American Trust, FSB 0.04% Add +0.6% 4,234 $396K
Apollon Wealth Management, LLC 0.01% Reduce -1.5% 4,224 $395K
Financial Counselors Inc. 0.01% Reduce -20.9% 4,198 $392K
Investment Advisory Services Inc. /TX 0.14% Add +0.1% 4,166 $389K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 4,163 $389K
Glenview Trust Co 0.01% Reduce -8.3% 4,162 $389K
Principal Securities, Inc. 0.01% Add +3.2% 4,141 $387K
Pettyjohn, Wood & White, Inc. 0.08% Reduce -1.8% 4,125 $385K
LifePlan Financial, LLC 0.35% Reduce -4.2% 4,122 $385K
Bessemer Group Inc. 0.00% Add +22.8% 4,113 $384K
Dorsey & Whitney Trust CO LLC 0.03% Add +0.7% 4,105 $384K
Personal Cfo Solutions, LLC 0.06% Reduce -1.5% 3,978 $372K
LCNB Corp. 0.13% Reduce -1.2% 3,973 $371K
Comprehensive Financial Consultants Institutional, Inc. 0.15% No change 3,962 $370K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -2.9% 3,958 $370K
Diversified Trust Co. 0.01% Reduce -30.8% 3,955 $370K
Lake Street Advisors Group, LLC 0.02% Add +2.3% 3,935 $368K
Livelsberger Financial Advisory 4.31% Reduce -4.0% 3,663 $364K
Carmichael Hill & Associates, Inc. 0.15% No change 3,884 $363K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -32.7% 3,900 $363K
BBR Partners, LLC 0.03% New 3,864 $361K
Wendell David Associates Inc. 0.04% No change 3,850 $360K
Convergence Investment Partners, LLC 0.14% Add +41.5% 3,842 $359K
Flputnam Investment Management Co. 0.01% Add +0.4% 3,784 $354K
Evanson Asset Management, LLC 0.03% Add +0.3% 3,751 $351K
Dynamic Advisor Solutions LLC 0.01% Add +2.9% 3,718 $347K
Harbour Investments, Inc. 0.01% Add +17.9% 3,704 $346K
Moors & Cabot, Inc. 0.02% Reduce -2.0% 3,692 $345K
Whittier Trust Co. 0.01% Reduce -0.1% 3,656 $342K
Lake Street Private Wealth, LLC 0.05% Reduce -0.7% 3,606 $337K
Valeo Financial Advisors, LLC 0.01% Reduce -0.4% 3,595 $337K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.4% 3,572 $333K
Tectonic Advisors LLC 0.03% Add +10.2% 3,556 $332K
Hutchens & Kramer Investment Management Group, LLC 0.20% Add +16.4% 3,602 $331K
Clearstead Advisors, LLC 0.02% Reduce -1.1% 3,299 $328K
J.W. Cole Advisors, Inc. 0.02% Add +2.6% 3,470 $324K
Kapitalo Investimentos Ltda 0.07% Reduce -14.1% 3,439 $321K
Insigneo Advisory Services, LLC 0.04% Add +0.4% 3,423 $320K
Sfmg, LLC 0.03% Reduce -2.5% 3,416 $319K
Eudaimonia Advisors LLC 0.17% No change 3,406 $318K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.1% 3,397 $317K
Stock Yards Bank & Trust Co. 0.01% No change 3,390 $317K
EP Wealth Advisors, LLC 0.00% Add +9.1% 3,387 $316K
Bogart Wealth, LLC 0.02% No change 3,377 $316K
PDS Planning, Inc 0.03% Add +3.1% 3,372 $315K
CoreCap Advisors, LLC 0.02% Add +16.6% 3,369 $315K
Koshinski Asset Management, Inc. 0.03% Reduce -18.6% 3,345 $313K
Visionary Wealth Advisors 0.02% Add +13.8% 3,340 $312K
Prairie Sky Financial Group LLC 0.19% No change 3,332 $311K
Pinnacle Wealth Management Group, Inc. 0.23% Add +4.8% 3,318 $310K
Abbrea Capital, LLC 0.04% Reduce -22.6% 3,317 $310K
Baldwin Investment Management, LLC 0.04% New 3,310 $309K
Lindbrook Capital, LLC 0.03% Add +1.1% 3,276 $306K
GC Wealth Management RIA, LLC 0.06% Add +1.6% 3,256 $304K
Emergent Wealth Advisors, LLC 0.26% Reduce -37.0% 3,251 $304K
Cambria Investment Management, L.P. 0.02% Add +14.0% 3,251 $304K
Kingsview Wealth Management, LLC 0.01% Add +20.9% 3,251 $304K
Point Windward Advisors Inc. 0.13% No change 3,250 $304K
Advisory Services Network, LLC 0.01% Add +0.3% 3,249 $304K
Cetera Trust Company, N.A 0.18% No change 3,225 $301K
Marcum Wealth, LLC 0.03% Add +13.7% 3,211 $300K
Whittier Trust Co. of Nevada Inc. 0.01% Add +5.8% 3,210 $300K
Commerzbank Aktiengesellschaft 0.01% Reduce -45.3% 3,190 $299K
Moody National Bank Trust Division 0.02% Reduce -26.7% 3,164 $296K
TrinityPoint Wealth, LLC 0.05% No change 3,101 $290K
Compound Planning, Inc. 0.03% Add +31.0% 3,049 $285K
Orion Capital Management LLC 0.15% Reduce -18.8% 3,020 $282K
FineMark National Bank & Trust 0.01% Reduce -0.1% 3,017 $282K
LYNX Capital Group Ltd. 0.19% No change 3,001 $280K
Dividend Assets Capital, LLC 0.06% No change 3,000 $280K
Clarius Group, LLC 0.02% Reduce -14.6% 2,977 $278K
Conning Inc. 0.01% Add +6.3% 2,970 $278K
Parallel Advisors, LLC 0.01% Add +15.6% 2,959 $276K
Dearborn Partners LLC 0.01% Reduce -7.1% 2,954 $276K
Keystone Financial Group 0.04% Add +9.9% 2,946 $275K
Brighton Jones LLC 0.01% Add +1.0% 2,928 $274K
Financial Advocates Investment Management 0.02% Add +0.4% 2,906 $272K
Cipher Capital LP 0.13% New 2,906 $272K
True North Advisors, LLC 0.07% Reduce -0.4% 2,900 $271K
Shelton Capital Management 0.01% Reduce -9.4% 2,892 $270K
Keel Point, LLC 0.03% Reduce -2.3% 2,886 $270K
Smartleaf Asset Management LLC 0.05% Add +32.2% 2,902 $269K
CX Institutional 0.01% Add +0.4% 2,882 $269K
HBK Sorce Advisory LLC 0.01% Add +4.5% 2,871 $268K
Summit Global Investments 0.02% Reduce -29.5% 2,868 $268K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -9.6% 2,851 $266K
Group One Trading LLC 0.01% New 2,847 $266K
Equitable Holdings, Inc. 0.00% Reduce -15.2% 2,812 $263K
Barnes Pettey Financial Advisors, LLC 0.23% No change 2,802 $262K
River Street Advisors LLC 0.18% Add +3.0% 2,781 $260K
Fortitude Advisory Group L.L.C. 0.15% Reduce -14.2% 2,757 $258K
Versor Investments LP 0.05% New 2,747 $257K
Sentry Investment Management LLC 0.10% No change 2,720 $254K
Townsquare Capital LLC 0.00% Add +12.7% 2,717 $254K
Sigma Planning Corp 0.01% New 2,694 $252K
Graypoint LLC 0.02% Add +4.8% 2,687 $251K
Aptus Capital Advisors, LLC 0.01% Add +17.2% 2,686 $251K
Caldwell Sutter Capital, Inc. 0.12% Add +11.2% 2,685 $251K
&partners 0.03% New 2,671 $250K
Sage Mountain Advisors LLC 0.03% Add +4.9% 2,667 $249K
Bowman & Co S.C. 0.15% No change 2,665 $249K
Warwick Investment Management, Inc. 0.06% Add +7.5% 2,646 $247K
Safeguard Investment Advisory Group, LLC 0.08% Add +0.7% 2,643 $247K
Horizon Wealth Management, LLC 0.06% Add +1.9% 2,643 $247K
Balboa Wealth Partners 0.08% Reduce -7.2% 2,642 $247K
Evergreen Capital Management LLC 0.01% Add +0.8% 2,640 $247K
Painted Porch Advisors LLC 0.15% No change 2,623 $245K
Summit Trail Advisors, LLC 0.01% Reduce -3.5% 2,611 $244K
Register Financial Advisors LLC 0.13% No change 2,600 $243K
NBW Capital LLC 0.05% New 2,590 $242K
Nilsine Partners, LLC 0.03% Reduce -10.7% 2,585 $242K
Bokf, NA 0.00% Reduce -3.3% 2,618 $241K
Wharton Business Group, LLC 0.01% No change 2,555 $239K
Edgestream Partners, L.P. 0.01% Reduce -21.3% 2,539 $237K
Hudock, Inc. 0.05% Add +0.3% 2,513 $235K
180 Wealth Advisors, LLC 0.04% New 2,506 $234K
Mosaic Family Wealth Partners, LLC 0.04% No change 2,500 $234K
Fiduciary Trust Co 0.00% No change 2,490 $233K
Pitcairn Co. 0.01% New 2,462 $230K
First National Bank of Mount Dora, Trust Investment Services 0.06% No change 2,455 $229K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -19.8% 2,443 $228K
Cambiar Investors LLC 0.01% Reduce -38.6% 2,438 $228K
Mutual Advisors, LLC 0.01% Reduce -3.0% 2,414 $226K
Clifford Swan Investment Counsel LLC 0.01% No change 2,406 $225K
Angeles Investment Advisors, LLC 0.01% Add +3.1% 2,394 $224K
Whalerock Point Partners, LLC 0.06% Reduce -29.5% 2,389 $223K
Sound View Wealth Advisors Group, LLC 0.02% No change 2,376 $222K
Moloney Securities Asset Management, LLC 0.03% Reduce -1.5% 2,341 $219K
Rehmann Capital Advisory Group 0.02% Reduce -5.5% 2,313 $216K
Legacy Financial Advisors, Inc. 0.04% New 2,311 $216K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 2,310 $216K
Armor Investment Advisors, LLC 0.10% Reduce -11.0% 2,308 $216K
Planned Solutions, Inc. 0.11% No change 2,307 $216K
MTM Investment Management, LLC 0.09% No change 2,300 $215K
Titleist Asset Management, LLC 0.04% Add +0.7% 2,293 $214K
Essex Financial Services, Inc. 0.02% New 2,282 $213K
Mystic Asset Management, Inc. 0.09% New 2,265 $212K
Cutler Group LLC / CA 0.11% New 2,253 $210K
Cullen/Frost Bankers, Inc. 0.00% Reduce -8.2% 2,246 $210K
Pflug Koory, LLC 0.01% No change 2,215 $207K
Blue Fin Capital, Inc. 0.05% New 2,210 $207K
InterOcean Capital Group, LLC 0.00% Reduce -9.0% 2,203 $206K
Sit Investment Associates Inc. 0.00% New 2,195 $205K
Jacobi Capital Management LLC 0.02% New 2,194 $205K
Abn Amro Investment Solutions 0.00% New 2,180 $204K
Strategic Blueprint, LLC 0.01% New 2,176 $203K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -2.7% 2,175 $203K
Balentine LLC 0.01% New 2,173 $203K
Synovus Financial Corp. 0.00% New 2,157 $202K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -35.7% 2,157 $202K
Farther Finance Advisors, LLC 0.01% Add +1.9% 2,038 $187K
Allworth Financial LP 0.00% Add +16.0% 1,983 $185K
CIBC Private Wealth Group LLC 0.00% Reduce -12.7% 1,994 $183K
SYSTM Wealth Solutions LLC 0.02% Reduce -7.7% 1,946 $182K
Motco 0.01% Reduce -2.0% 1,913 $179K
EverSource Wealth Advisors, LLC 0.01% Add +26.8% 1,865 $178K
Mather Group, Llc. 0.00% New 1,945 $175K
Assetmark, Inc. 0.00% Add +3.7% 1,858 $174K
Ninepoint Partners LP 0.02% No change 1,816 $170K
MassMutual Private Wealth & Trust, FSB 0.01% Add +6.2% 1,740 $163K
Colonial Trust Advisors 0.02% Reduce -1.5% 1,721 $161K
Pineridge Advisors LLC 0.06% Add +4.2% 1,714 $160K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +44.1% 1,700 $159K
Spire Wealth Management 0.00% Add +1.6% 1,697 $159K
Harbor Investment Advisory, LLC 0.02% No change 1,596 $149K
Riverview Trust Co 0.11% New 1,582 $148K
Continuum Advisory, LLC 0.02% New 1,471 $146K
Hanson & Doremus Investment Management 0.02% No change 1,500 $140K
TD Private Client Wealth LLC 0.00% Add +5.4% 1,453 $136K
Cornerstone Advisors, LLC 0.01% New 1,400 $131K
Aspire Private Capital, LLC 0.03% Add +0.2% 1,373 $128K
MV Capital Management, Inc. 0.01% Reduce -0.1% 1,368 $128K
SJS Investment Consulting Inc. 0.03% Add +15.6% 1,356 $127K
Beacon Capital Management, LLC 0.03% Add +53.6% 1,347 $126K
Parkside Financial Bank & Trust 0.02% Reduce -23.8% 1,345 $126K
Alta Advisers Ltd 0.06% No change 1,300 $121K
Mirova 0.02% No change 1,283 $120K
TCTC Holdings, LLC 0.00% No change 1,262 $118K
TD Waterhouse Canada Inc. 0.00% Reduce -0.7% 1,261 $115K
Key Financial Inc 0.03% No change 1,226 $115K
Rothschild Investment LLC 0.01% Add +1.7% 1,188 $111K
Westside Investment Management, Inc. 0.03% No change 1,200 $111K
Zions Bancorporation, N.A. 0.01% Reduce -2.2% 1,179 $110K
ICA Group Wealth Management, LLC 0.02% Add +3.3% 1,149 $107K
Capital Analysts, LLC 0.00% Add +0.2% 1,132 $106K
Dogwood Wealth Management LLC 0.07% Add +29.9% 1,121 $105K
Arcadia Investment Management Corp. 0.02% No change 1,101 $103K
AdvisorNet Financial, Inc 0.01% Add +0.7% 1,070 $100K
City State Bank 0.04% No change 1,058 $99K
Paradigm Asset Management Co. LLC 0.02% No change 1,038 $97K
IFP Advisors, Inc 0.00% Add +10.1% 1,028 $96K
Baldwin Wealth Partners LLC 0.01% No change 1,000 $93K
Lanark Financial, Inc. 0.01% No change 962 $89K
Private Ocean, LLC 0.01% No change 948 $89K
Bollard Group LLC 0.00% No change 929 $87K
Optimum Investment Advisors 0.04% Add +0.1% 911 $85K
Glen Eagle Advisors, LLC 0.02% Add +7.0% 876 $82K
Rosenberg Matthew Hamilton 0.02% No change 883 $81K
Trust Co 0.01% No change 850 $79K
WASHINGTON TRUST Co 0.00% No change 850 $79K
North Star Investment Management Corp. 0.01% Add +64.5% 849 $79K
Valley National Advisers Inc. 0.01% Reduce -9.2% 840 $78K
Pathway Financial Advisers, LLC 0.03% Reduce -13.8% 818 $77K
Private Trust Co. NA 0.01% Reduce -2.1% 808 $75K
First United Bank & Trust 0.03% Reduce -10.1% 800 $75K
Acadian Asset Management LLC 0.00% Reduce -82.8% 769 $71K
Quent Capital, LLC 0.01% No change 759 $71K
Sachetta, LLC 0.03% No change 786 $71K
First Horizon Advisors, Inc. 0.00% Add +9.0% 753 $70K
Grove Bank & Trust 0.01% No change 750 $70K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 745 $70K
Clearstead Trust, LLC 0.02% No change 715 $67K
IAG Wealth Partners, LLC 0.01% No change 700 $65K
Webster Bank, N. A. 0.01% No change 700 $65K
GHP Investment Advisors, Inc. 0.00% No change 679 $63K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -9.0% 670 $63K
Wiser Advisor Group LLC 0.09% Add +0.5% 635 $59K
Avior Wealth Management, LLC 0.00% Add +408.1% 625 $58K
Caldwell Trust Co 0.01% No change 610 $57K
Geneos Wealth Management Inc. 0.00% Add +0.2% 600 $56K
Creative Financial Designs Inc. 0.01% Reduce -58.7% 592 $55K
MeadowBrook Investment Advisors LLC 0.05% No change 574 $54K
Quarry LP 0.02% New 573 $54K
Gradient Investments LLC 0.00% Reduce -24.8% 568 $53K
Deseret Mutual Benefit Administrators 0.03% No change 566 $53K
CVA Family Office, LLC 0.01% Add +0.9% 560 $52K
Colonial Trust Co / SC 0.01% No change 531 $50K
MCF Advisors LLC 0.00% Add +0.8% 528 $49K
Rational Advisors, Inc. 0.00% No change 524 $49K
Sound Income Strategies, LLC 0.00% Add +190.9% 509 $48K
Creekmur Asset Management LLC 0.02% No change 504 $47K
MidAtlantic Capital Management, Inc. 0.04% No change 500 $47K
Annapolis Financial Services, LLC 0.02% No change 500 $47K
HM Payson & Co. 0.00% No change 500 $47K
Opal Wealth Advisors, LLC 0.01% New 461 $43K
FSA Wealth Management LLC 0.02% Add +0.7% 456 $43K
Pinnacle Bancorp, Inc. 0.01% No change 450 $42K
Arax Advisory Partners 0.00% Reduce -2.8% 411 $38K
Compass Wealth Management LLC 0.01% No change 400 $37K
Larson Financial Group LLC 0.00% Reduce -63.6% 400 $37K
Atlas Capital Advisors Inc. 0.01% Reduce -10.3% 394 $37K
Scarborough Advisors, LLC 0.02% Add +0.5% 391 $37K
Asset Dedication, LLC 0.00% Add +48.7% 351 $33K
Blue Trust, Inc. 0.00% Reduce -67.0% 353 $33K
Sunbelt Securities, Inc. 0.00% Add +0.9% 353 $33K
Princeton Global Asset Management LLC 0.01% New 350 $33K
Silvant Capital Management LLC 0.00% No change 348 $33K
Bruce G. Allen Investments, LLC 0.03% Add +21.6% 343 $32K
NFSG Corp 0.01% Reduce -43.1% 343 $32K
Piscataqua Savings Bank 0.03% No change 338 $32K
Manchester Capital Management LLC 0.00% Add +338.7% 329 $31K
West Financial Advisors, LLC 0.01% No change 320 $30K
JNBA Financial Advisors 0.00% No change 300 $28K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -40.0% 300 $28K
Rise Advisors, LLC 0.01% New 291 $27K
Bell Investment Advisors, Inc 0.01% Reduce -2.1% 284 $27K
Manitou Investment Management Ltd. 0.01% No change 270 $25K
HHM Wealth Advisors, LLC 0.00% No change 270 $25K
Covestor Ltd 0.02% No change 262 $25K
Winch Advisory Services, LLC 0.01% Add +0.8% 253 $24K
Your Advocates Ltd., LLP 0.01% New 250 $23K
Cherry Tree Wealth Management, LLC 0.01% No change 250 $23K
Salem Investment Counselors Inc. 0.00% Reduce -45.6% 231 $22K
Boyd Watterson Asset Management LLC 0.01% No change 228 $21K
Fortitude Family Office, LLC 0.01% Add +18.3% 226 $21K
Operose Advisors LLC 0.01% No change 225 $21K
Elequin Capital, LP 0.01% New 217 $20K
Financial Perspectives, Inc 0.01% No change 216 $20K
Hollencrest Capital Management 0.00% No change 215 $20K
EntryPoint Capital, LLC 0.02% Reduce -25.5% 210 $20K
New Covenant Trust Company, N.A. 0.02% — 207 $19K
PSI Advisors, LLC 0.01% No change 203 $19K
Broadwater Capital Management LLC 0.01% No change 200 $19K
Trivant Custom Portfolio Group, LLC 0.01% No change 200 $19K
Global Trust Asset Management, LLC 0.01% No change 200 $19K
Mma Asset Management LLC 0.01% New 199 $19K
Crewe Advisors LLC 0.00% New 195 $18K
Armstrong Advisory Group, Inc. 0.00% No change 192 $17K
McIlrath & Eck, LLC 0.00% No change 184 $17K
Bank of New Hampshire 0.00% No change 182 $17K
JFS Wealth Advisors, LLC 0.00% Add +785.0% 177 $17K
GW&K Investment Management, LLC 0.00% Reduce -2.9% 168 $16K
Sittner & Nelson, LLC 0.01% No change 171 $16K
Janiczek Wealth Management, LLC 0.00% No change 168 $16K
Bellevue Asset Management, LLC 0.01% Add +0.6% 167 $16K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 166 $16K
Trust Co. of Vermont 0.00% Add +62.4% 164 $15K
Capital Advisors, Ltd. LLC 0.00% Add +6.1% 157 $15K
FinTrust Capital Advisors, LLC 0.00% Reduce -54.1% 157 $15K
Park Place Capital Corp 0.01% Add +1.3% 151 $14K
Brown Brothers Harriman & Co. 0.00% Reduce -46.8% 151 $14K
Cambridge Trust Co. 0.00% No change 150 $14K
Burkett Financial Services, LLC 0.01% Add +0.7% 142 $13K
Concord Wealth Partners 0.00% No change 140 $13K
NBT Bank, N.A. 0.00% No change 140 $13K
Hazlett, Burt & Watson, Inc. 0.01% No change 142 $13K
Financial Management Professionals, Inc. 0.00% Reduce -22.7% 136 $13K
Provenance Wealth Advisors, LLC 0.00% No change 139 $13K
Evermay Wealth Management LLC 0.00% Reduce -3.5% 137 $13K
Albion Financial Group 0.00% No change 135 $13K
Raleigh Capital Management Inc. 0.01% Reduce -50.0% 135 $13K
West Paces Advisors Inc. 0.00% No change 135 $13K
M&R Capital Management Inc. 0.00% No change 135 $13K
Center for Financial Planning, Inc. 0.00% No change 133 $12K
Arlington Trust Co LLC 0.00% Reduce -24.7% 131 $12K
Wolff Wiese Magana LLC 0.01% No change 128 $12K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -54.5% 115 $11K
Abound Wealth Management 0.00% Add +5.7% 112 $10K
Coston, McIsaac & Partners 0.00% No change 115 $10K
Tucker Asset Management LLC 0.00% No change 106 $10K
Central Pacific Bank - Trust Division 0.00% — 104 $10K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $9K
Barrett & Company, Inc. 0.00% No change 100 $9K
Washington Trust Advisors, Inc. 0.00% No change 100 $9K
Delta Asset Management LLC 0.00% No change 100 $9K
St Germain D J Co. Inc. 0.00% New 100 $9K
Logan Capital Management Inc. 0.00% No change 100 $9K
NewSquare Capital LLC 0.00% No change 88 $8K
Citizens National Bank Trust Department 0.00% No change 83 $8K
Red Tortoise LLC 0.00% No change 81 $8K
Headlands Technologies LLC 0.00% Reduce -57.1% 78 $7K
Raffa Wealth Management, LLC 0.00% No change 73 $7K
Robinswood Financial LLC 0.00% No change 72 $7K
Dunhill Financial, LLC 0.00% Add +11.5% 68 $6K
Avion Wealth 0.00% Add +64.7% 56 $6K
Semmax Financial Advisors Inc. 0.00% Reduce -11.3% 55 $6K
Front Row Advisors LLC 0.00% New 58 $5K
Birchbrook, Inc. 0.00% No change 57 $5K
Sugarloaf Wealth Management, LLC 0.00% New 57 $5K
Venturi Wealth Management, LLC 0.00% New 52 $5K
Peoples Bank 0.00% New 50 $5K
Providence Capital Advisors, LLC 0.00% No change 50 $5K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 50 $5K
Redmont Wealth Advisors LLC 0.01% New 46 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -90.7% 37 $4K
Frank, Rimerman Advisors LLC 0.00% No change 35 $3K
New England Capital Financial Advisors LLC 0.00% No change 34 $3K
Carolinas Wealth Consulting LLC 0.00% Add +17.2% 34 $3K
Psagot Value Holdings Ltd. / (Israel) 0.03% Reduce -60.9% 27 $3K
Planning Capital Management Corp 0.00% No change 31 $3K
Castleview Partners, LLC 0.00% Reduce -94.0% 30 $3K
TFC Financial Management, Inc. 0.00% Add +18.2% 26 $2K
Tidemark, LLC 0.00% No change 22 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 22 $2K
Horizon Bancorp Inc. 0.00% No change 26 $2K
Westend Capital Management, LLC 0.00% — 21 $2K
Private Wealth Management Group, LLC 0.00% No change 20 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% New 19 $2K
GPS Wealth Strategies Group, LLC 0.00% No change 17 $2K
Trifecta Capital Advisors, LLC 0.00% No change 15 $1K
WR Wealth Planners, LLC 0.00% New 14 $1K
Core Alternative Capital 0.00% Reduce -92.0% 14 $1K
Aspect Partners, LLC 0.00% Reduce -45.0% 11 $1K
Nvwm, LLC 0.00% New 11 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Highline Wealth Partners LLC 0.00% No change 10 $934
Anchor Investment Management, LLC 0.00% Reduce -96.0% 10 $934
RFP Financial Group LLC 0.00% No change 9 $882
Cornerstone Planning Group LLC 0.00% New 9 $863
Financial Gravity Asset Management, Inc. 0.00% Reduce -98.1% 9 $858
Versant Capital Management, Inc 0.00% No change 7 $654
Bartlett & Co. Wealth Management LLC 0.00% New 7 $654
Caitlin John, LLC 0.00% Reduce -14.3% 6 $571
Johnson Financial Group, Inc. 0.00% No change 6 $561
ClariVest Asset Management LLC 0.00% No change 6 $557
Global Financial Private Client, LLC 0.00% No change 6 $552
Delos Wealth Advisors, LLC 0.00% New 5 $468
TD Capital Management LLC 0.00% New 5 $467
BBJS Financial Advisors, LLC 0.00% No change 1 $138

"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.