WelltowerWELL
13F holders, Q2 2024 (June 30)1,000holders +39
111new positions
68sold out
10famous investors
$104.22avg. 13F price*
At the end of Q2 2024, 1,000 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 39 from Q1 2024. 111 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($9.8B), BlackRock Inc. ($6.1B) and Cohen & Steers, Inc. ($4.1B). 10 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Welltower Inc.
- Sector
- Real Estate
- CUSIP
- 95040Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $446.9M |
| Exits | 68 | $285.6M |
All 13F filers, Q1 2024 → Q2 2024: 44,264,546 shares bought and 21,712,955 shares sold, net +22,551,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,000 holders
| Vanguard Group Inc. | 0.19% | Add +5.8% | 94,377,394 | $9.8B |
| BlackRock Inc. | 0.14% | Reduce -0.3% | 58,975,979 | $6.1B |
| Cohen & Steers, Inc. | 8.51% | Reduce -1.6% | 38,916,093 | $4.1B |
| Capital International Investors | 0.77% | Add +22.9% | 35,945,382 | $3.7B |
| State Street Corp. | 0.16% | Add +6.2% | 35,613,042 | $3.7B |
| Norges Bank | 0.51% | Add +21.0% | 32,912,525 | $3.4B |
| Bank of America Corp. | 0.18% | Add +10.2% | 17,850,017 | $1.9B |
| Wellington Management Group LLP | 0.31% | Add +1.5% | 16,888,514 | $1.8B |
| Geode Capital Management, LLC | 0.12% | Reduce -5.0% | 13,090,925 | $1.4B |
| JPMorgan Chase & Co. | 0.12% | Add +91.2% | 12,825,588 | $1.3B |
| Principal Financial Group Inc. | 0.77% | Reduce -0.2% | 12,439,176 | $1.3B |
| FMR LLC | 0.07% | Reduce -9.0% | 10,450,719 | $1.1B |
| Dimensional Fund Advisors LP | 0.21% | Add +0.8% | 7,814,741 | $814.7M |
| Morgan Stanley | 0.06% | Reduce -0.3% | 7,365,916 | $767.9M |
| Legal & General Group Plc | 0.22% | Reduce -2.1% | 7,330,866 | $764.2M |
| Daiwa Securities Group Inc. | 4.07% | Reduce -9.1% | 7,218,284 | $752.5M |
| T. Rowe Price Associates Inc. | 0.09% | Add +2.6% | 6,876,954 | $716.9M |
| Invesco Ltd. | 0.15% | Reduce -5.1% | 6,875,878 | $716.8M |
| Resolution Capital Ltd | 13.37% | Reduce -0.6% | 6,818,568 | $710.8M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +0.2% | 6,019,881 | $627.6M |
| Northern Trust Corp. | 0.10% | Add +5.1% | 5,707,187 | $595.0M |
| Deutsche Bank AG | 0.26% | Add +1.7% | 5,513,968 | $574.8M |
| Centersquare Investment Management LLC | 5.95% | Reduce -1.0% | 5,277,715 | $550.2M |
| Nuveen Asset Management, LLC | 0.15% | Add +1.8% | 4,757,865 | $496.0M |
| Russell Investments Group, Ltd. | 0.70% | Reduce -5.7% | 4,179,262 | $435.4M |
| Bank of New York Mellon Corp | 0.08% | Add +3.6% | 4,026,158 | $419.7M |
| Goldman Sachs Group Inc. | 0.08% | Add +12.9% | 3,904,505 | $407.0M |
| Zimmer Partners, LP | 6.59% | No change | 3,316,750 | $345.8M |
| Amundi | 0.12% | Reduce -4.4% | 3,084,363 | $324.9M |
| Sei Investments Co. | 0.41% | Add +5.2% | 2,748,062 | $286.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.20% | Add +5.9% | 2,622,524 | $273.4M |
| Prudential Financial Inc. | 0.40% | Reduce -8.2% | 2,566,779 | $267.6M |
| Duff & Phelps Investment Management Co. | 3.25% | New | 2,445,827 | $255.0M |
| PGGM Investments | 3.47% | Reduce -3.7% | 2,328,566 | $242.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.26% | Add +2078.1% | 2,255,573 | $235.1M |
| Voya Investment Management LLC | 0.25% | Add +8.8% | 2,141,365 | $223.1M |
| Canada Pension Plan Investment Board | 0.22% | Add +24.6% | 2,112,452 | $220.2M |
| Macquarie Group Ltd. | 0.24% | Reduce -1.8% | 2,042,655 | $212.9M |
| Qube Research & Technologies Ltd | 0.39% | Add +16.7% | 2,020,403 | $210.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -6.1% | 1,935,578 | $198.2M |
| CBRE Investment Management Listed Real Assets LLC | 3.59% | Reduce -33.9% | 1,869,543 | $194.9M |
| Swiss National Bank | 0.12% | Add +1.6% | 1,684,300 | $175.6M |
| HSBC Holdings PLC | 0.10% | Reduce -16.7% | 1,500,122 | $156.4M |
| Schroder Investment Management Group | 0.17% | Add +36.7% | 1,453,686 | $151.5M |
| American Century Companies Inc. | 0.09% | Add +10.1% | 1,404,781 | $146.4M |
| Aew Capital Management L P | 6.82% | Add +4.8% | 1,352,096 | $141.0M |
| Barclays PLC | 0.06% | Add +2.1% | 1,303,558 | $135.9M |
| Alliancebernstein L.P. | 0.05% | Reduce -3.4% | 1,259,547 | $131.3M |
| APG Asset Management US Inc. | 0.74% | Add +7.4% | 1,237,867 | $128.7M |
| Nordea Investment Management AB | 0.15% | Add +8.4% | 1,212,604 | $125.9M |
| Rhumbline Advisers | 0.12% | Add +7.5% | 1,202,720 | $125.4M |
| CANADA LIFE ASSURANCE Co | 0.23% | Add +11.1% | 1,182,587 | $123.4M |
| Citigroup Inc. | 0.12% | Add +100.8% | 1,171,693 | $122.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.15% | Add +19.3% | 1,168,928 | $121.9M |
| National Pension Service | 0.14% | Add +5.9% | 1,165,091 | $121.5M |
| Aberdeen Group plc | 0.23% | Reduce -7.4% | 1,163,044 | $121.2M |
| Adelante Capital Management LLC | 9.51% | Reduce -12.2% | 1,154,620 | $120.4M |
| UBS Group AG | 0.04% | Reduce -23.7% | 1,153,645 | $120.3M |
| Asset Management One Co., Ltd. | 0.45% | Add +3.3% | 1,137,784 | $118.6M |
| Janus Henderson Group PLC | 0.06% | Reduce -19.4% | 1,136,439 | $118.6M |
| Public Employees Retirement System of Ohio | 0.45% | Add +8.0% | 1,112,612 | $116.0M |
| Pictet Asset Management Holding SA | 0.13% | Reduce -4.4% | 1,087,737 | $113.4M |
| Wells Fargo & Company | 0.03% | Add +10.5% | 1,064,891 | $111.0M |
| Allianz Asset Management GmbH | 0.18% | Add +24.4% | 1,052,102 | $109.7M |
| Heitman Real Estate Securities LLC | 6.79% | Reduce -26.5% | 1,029,567 | $107.3M |
| California Public Employees Retirement System | 0.08% | Add +3.1% | 1,012,360 | $105.5M |
| Lasalle Investment Management Securities LLC | 4.20% | Add +33.1% | 940,518 | $98.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -84.0% | 937,715 | $97.8M |
| Nomura Asset Management Co. Ltd. | 0.32% | Add +12.2% | 906,914 | $94.5M |
| California State Teachers Retirement System | 0.12% | Add +5.6% | 906,602 | $94.5M |
| STRS Ohio | 0.36% | Reduce -10.3% | 884,401 | $92.2M |
| Adage Capital Partners Gp, L.L.C. | 0.16% | Add +2.5% | 843,506 | $87.9M |
| Marshall Wace, LLP | 0.13% | Reduce -61.1% | 843,417 | $87.9M |
| D. E. Shaw & Co. | 0.13% | Reduce -17.2% | 825,054 | $86.0M |
| Baron Capital (BAMCO) | 0.24% | Add +19.9% | 810,074 | $84.5M |
| Bank of Montreal | 0.02% | Add +12.8% | 758,574 | $79.2M |
| New York State Common Retirement Fund | 0.10% | Add +98.3% | 758,165 | $79.0M |
| Millennium Management | 0.06% | Reduce -22.0% | 727,277 | $75.8M |
| Capital Research Global Investors | 0.01% | New | 652,246 | $68.0M |
| Swedbank AB | 0.09% | Reduce -12.2% | 628,492 | $65.5M |
| Neuberger Berman Group LLC | 0.05% | Reduce -4.3% | 614,057 | $64.0M |
| Keybank National Association | 0.26% | Add +468.4% | 603,781 | $62.9M |
| Royal Bank of Canada | 0.01% | Reduce -19.4% | 583,666 | $60.8M |
| Renaissance Technologies | 0.10% | Add +33.7% | 561,263 | $58.5M |
| State Board of Administration of Florida Retirement System | 0.11% | Add +5.6% | 558,425 | $58.2M |
| Border to Coast Pensions Partnership Ltd | 1.35% | Reduce -0.3% | 550,000 | $57.4M |
| Korea Investment CORP | 0.13% | Add +3.0% | 507,806 | $52.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.9% | 506,104 | $52.8M |
| Aviva PLC | 0.15% | Add +31.4% | 500,737 | $52.2M |
| BNP Paribas Financial Markets | 0.06% | Reduce -51.4% | 497,547 | $51.9M |
| AXA S.A. | 0.15% | Reduce -0.7% | 481,630 | $50.2M |
| Tudor Investment Corporation | 0.55% | Add +1046.4% | 466,340 | $48.6M |
| New York State Teachers Retirement System | 0.10% | Reduce -0.1% | 456,768 | $47.6M |
| Retirement Systems of Alabama | 0.18% | Add +10.7% | 453,473 | $47.3M |
| State of New Jersey Common Pension Fund D | 0.20% | Reduce -32.8% | 448,889 | $46.8M |
| Raymond James & Associates | 0.03% | Reduce -0.6% | 436,189 | $45.5M |
| CORDA Investment Management, LLC. | 3.62% | Reduce -3.0% | 427,245 | $44.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -3.0% | 414,649 | $43.2M |
| DekaBank Deutsche Girozentrale | 0.08% | Add +9.9% | 416,557 | $42.9M |
| Robeco Institutional Asset Management B.V. | 0.09% | Reduce -2.3% | 385,632 | $40.2M |
| Uniplan Investment Counsel, Inc. | 3.71% | Reduce -15.7% | 382,867 | $39.9M |
| UniSuper Management Pty Ltd | 0.33% | Add +6.5% | 380,535 | $39.7M |
| Franklin Resources Inc. | 0.01% | Reduce -1.6% | 378,999 | $39.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.13% | Add +5.6% | 375,450 | $39.1M |
| State of Alaska, Department of Revenue | 0.42% | Add +4.2% | 355,060 | $37.0M |
| Jane Street Group, LLC | 0.04% | Add +415.3% | 354,973 | $37.0M |
| Capital International, Inc. | 0.49% | Add +16.6% | 353,123 | $36.8M |
| State of Wisconsin Investment Board | 0.10% | Reduce -7.4% | 350,416 | $36.5M |
| Bowen Hanes & Co. Inc. | 1.01% | Reduce -0.8% | 348,123 | $36.3M |
| Resona Asset Management Co.,Ltd. | 0.21% | Add +8.8% | 341,384 | $35.4M |
| Brookfield Corp | 0.22% | Reduce -13.3% | 336,198 | $35.0M |
| GRS Advisors, LLC | 3.96% | Add +13.2% | 329,389 | $34.3M |
| Hazelview Securities Inc. | 6.48% | Add +38.7% | 325,502 | $34.3M |
| Chevy Chase Trust Holdings, LLC | 0.11% | Add +6.5% | 327,973 | $34.2M |
| Nisa Investment Advisors, LLC | 0.21% | Add +4.5% | 323,537 | $33.7M |
| Natixis Advisors, LLC | 0.07% | Add +15.1% | 314,000 | $32.7M |
| Natixis | 0.20% | Reduce -5.0% | 304,798 | $31.8M |
| Handelsbanken Fonder AB | 0.13% | Add +26.7% | 294,649 | $30.7M |
| Treasurer of the State of North Carolina | 0.13% | Add +0.9% | 291,072 | $30.3M |
| Toronto Dominion Bank | 0.05% | Reduce -9.5% | 290,588 | $30.3M |
| FIL Ltd | 0.03% | Reduce -22.6% | 284,858 | $29.7M |
| Los Angeles Capital Management LLC | 0.10% | Add +37.9% | 271,249 | $28.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Reduce -35.4% | 265,577 | $27.7M |
| B&I Capital AG | 8.53% | Reduce -10.0% | 255,750 | $26.7M |
| IFM Investors Pty Ltd | 0.27% | Add +136.3% | 254,571 | $26.5M |
| Employees Retirement System of Texas | 0.29% | Add +2.0% | 250,000 | $26.1M |
| Danske Bank A/S | 0.10% | Reduce -10.4% | 249,510 | $26.0M |
| Braun Stacey Associates Inc. | 0.98% | New | 241,582 | $25.2M |
| State of Tennessee, Department of Treasury | 0.09% | Add +79.8% | 239,349 | $25.0M |
| Victory Capital Management Inc. | 0.03% | Add +1.7% | 238,332 | $24.8M |
| Van Eck Associates Corp. | 0.04% | Reduce -0.9% | 237,539 | $24.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.16% | Add +7.5% | 236,113 | $24.6M |
| Royal London Asset Management Ltd. | 0.06% | Add +8.5% | 232,457 | $24.2M |
| CI Investments Inc. | 0.09% | Add +9.4% | 229,660 | $23.9M |
| HBK Investments L P | 0.66% | Add +18.5% | 226,171 | $23.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.1% | 212,764 | $22.2M |
| Cerity Partners LLC | 0.06% | Add +13.1% | 208,297 | $21.7M |
| LPL Financial LLC | 0.01% | Add +16.0% | 205,674 | $21.4M |
| TD Asset Management Inc | 0.02% | Add +9.3% | 204,197 | $21.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +5.0% | 197,056 | $20.5M |
| Candriam S.C.A. | 0.12% | Add +1.5% | 191,716 | $20.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -76.1% | 186,974 | $19.5M |
| Storebrand Asset Management As | 0.06% | Add +13.8% | 185,570 | $19.3M |
| Vert Asset Management LLC | 7.46% | Reduce -1.9% | 179,633 | $18.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.22% | Add +6.9% | 179,330 | $18.7M |
| UMB Bank, n.a. | 0.30% | Reduce -0.2% | 178,311 | $18.6M |
| MetLife Investment Management, LLC | 0.11% | Add +37.1% | 177,628 | $18.5M |
| Susquehanna International Group, LLP | 0.03% | Add +47.2% | 171,714 | $17.9M |
| Stifel Financial Corp. | 0.02% | Add +15.4% | 169,289 | $17.6M |
| Chilton Capital Management LLC | 0.78% | Reduce -17.6% | 166,461 | $17.4M |
| Arizona State Retirement System | 0.11% | Add +3.8% | 164,921 | $17.2M |
| National Bank of Canada | 0.03% | Add +34.3% | 164,331 | $17.1M |
| State of Michigan Retirement System | 0.09% | Add +8.0% | 163,709 | $17.1M |
| Creative Planning | 0.02% | Add +4.8% | 161,395 | $16.8M |
| Susquehanna Fundamental Investments, LLC | 0.39% | Add +51.8% | 160,576 | $16.7M |
| NewEdge Wealth, LLC | 0.36% | Add +2.9% | 158,225 | $16.5M |
| New York Life Investment Management LLC | 0.16% | Reduce -2.5% | 153,593 | $16.0M |
| Corebridge Financial, Inc. | 0.09% | — | 152,668 | $15.9M |
| Nissay Asset Management Corp. /Japan | 0.10% | Add +9.7% | 144,977 | $15.1M |
| Mackenzie Financial Corp. | 0.02% | Add +151.7% | 143,698 | $15.0M |
| Manning & Napier Advisors LLC | 0.17% | — | 141,643 | $14.8M |
| Ensign Peak Advisors, Inc | 0.03% | Add +221.7% | 138,654 | $14.5M |
| Andra AP-fonden | 0.24% | Add +85.5% | 138,200 | $14.4M |
| AQR Capital Management | 0.02% | Reduce -3.5% | 136,045 | $14.1M |
| TCW Group Inc. | 0.13% | Add +43.1% | 135,135 | $14.1M |
| Varma Mutual Pension Insurance Co | 0.11% | Reduce -9.1% | 132,176 | $13.8M |
| Epoch Investment Partners, Inc. | 0.06% | Reduce -4.0% | 131,602 | $13.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Reduce -64.8% | 131,000 | $13.7M |
| Guggenheim Capital LLC | 0.10% | Reduce -8.7% | 129,294 | $13.5M |
| Tiaa Trust, National Association | 0.04% | Reduce -20.7% | 128,848 | $13.4M |
| Vestcor Inc | 0.44% | Reduce -0.0% | 125,482 | $13.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.39% | Add +2.1% | 125,133 | $13.0M |
| USS Investment Management Ltd | 0.10% | Add +1.8% | 123,855 | $12.9M |
| Voloridge Investment Management, LLC | 0.05% | New | 123,509 | $12.9M |
| Two Sigma Investments, LP | 0.03% | Add +131.3% | 123,300 | $12.9M |
| Teachers Retirement System of the State of Kentucky | 0.11% | Add +2.4% | 121,278 | $12.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -34.4% | 121,124 | $12.6M |
| Amalgamated Bank | 0.11% | Add +5.4% | 120,005 | $12.5M |
| Calamos Advisors LLC | 0.09% | Reduce -3.5% | 119,823 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.5% | 119,430 | $12.5M |
| Teacher Retirement System of Texas | 0.07% | Add +60.9% | 119,203 | $12.4M |
| Connors Investor Services Inc. | 1.28% | Add +0.3% | 118,125 | $12.3M |
| Cercano Management LLC | 0.32% | No change | 115,822 | $12.1M |
| Capital Fund Management S.A. | 0.14% | New | 115,681 | $12.1M |
| ProShare Advisors LLC | 0.03% | Add +12.9% | 114,337 | $11.9M |
| Czech National Bank | 0.14% | Add +17.0% | 113,938 | $11.9M |
| Balyasny Asset Management L.P. | 0.03% | New | 113,127 | $11.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | Add +4.5% | 112,756 | $11.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.07% | Add +64.4% | 108,960 | $11.4M |
| Makena Capital Management LLC | 2.52% | Add +12.5% | 104,427 | $10.9M |
| SG Americas Securities, LLC | 0.07% | Reduce -41.8% | 102,907 | $10.7M |
| Yousif Capital Management, LLC | 0.12% | Add +4.8% | 102,541 | $10.7M |
| Westpac Banking Corp. | 0.85% | Add +4.2% | 102,313 | $10.7M |
| Prudential PLC | 0.07% | Add +14.7% | 98,529 | $10.3M |
| Forsta Ap-Fonden | 0.09% | Reduce -10.8% | 97,900 | $10.2M |
| Utah Retirement Systems | 0.12% | Add +1.5% | 97,503 | $10.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.6% | 96,710 | $10.1M |
| DNB Asset Management AS | 0.05% | Add +8.4% | 95,570 | $10.0M |
| Vident Advisory, LLC | 0.27% | Add +43.9% | 93,294 | $9.7M |
| First Trust Advisors LP | 0.01% | Reduce -13.9% | 91,347 | $9.5M |
| LGT Group Foundation | 0.15% | Reduce -26.5% | 90,013 | $9.4M |
| Citadel Advisors | 0.01% | Reduce -80.3% | 88,916 | $9.3M |
| Venture Visionary Partners LLC | 0.43% | Reduce -0.5% | 87,768 | $9.2M |
| Liberty Mutual Group Asset Management Inc. | 1.34% | Add +3.4% | 87,163 | $9.1M |
| Public Sector Pension Investment Board | 0.06% | No change | 86,349 | $9.0M |
| Cetera Investment Advisers | 0.02% | Add +4.3% | 85,691 | $8.9M |
| Acadian Asset Management LLC | 0.03% | Add +10963.7% | 85,080 | $8.9M |
| Trust Co. of Toledo NA | 1.27% | Reduce -0.1% | 84,498 | $8.8M |
| AMF Tjanstepension AB | 0.06% | Add +26.9% | 83,047 | $8.7M |
| Rafferty Asset Management, LLC | 0.03% | Add +24.5% | 82,554 | $8.6M |
| Captrust Financial Advisors | 0.03% | Reduce -4.8% | 82,524 | $8.6M |
| GSI Capital Advisors LLC | 5.04% | Add +12.1% | 81,916 | $8.5M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -8.2% | 81,713 | $8.5M |
| Tredje AP-fonden | 0.08% | No change | 81,421 | $8.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -4.2% | 81,017 | $8.5M |
| Transform Wealth, LLC | 0.63% | Add +14.1% | 80,863 | $8.4M |
| Xponance LLC | 0.09% | Add +5.3% | 80,771 | $8.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 80,295 | $8.4M |
| CIBC Asset Management Inc | 0.03% | Add +4.2% | 79,919 | $8.3M |
| Public Employees Retirement Association of Colorado | 0.03% | Reduce -0.1% | 79,145 | $8.3M |
| Sanctuary Advisors, LLC | 0.06% | — | 84,358 | $8.0M |
| Mariner, LLC | 0.02% | Add +1.5% | 76,149 | $7.9M |
| Metis Global Partners, LLC | 0.27% | Add +14.9% | 75,999 | $7.9M |
| Cibc World Markets Corp. | 0.05% | Reduce -66.8% | 75,527 | $7.9M |
| M&T Bank Corp | 0.03% | Add +8.1% | 75,469 | $7.9M |
| CENTRAL TRUST Co | 0.19% | Reduce -2.9% | 75,026 | $7.8M |
| Capital Group Private Client Services, Inc. | 0.08% | Add +77.6% | 73,743 | $7.7M |
| AQR Arbitrage LLC | 0.34% | Add +18.4% | 72,318 | $7.5M |
| Windle Wealth, LLC | 4.38% | Reduce -3.9% | 68,859 | $7.2M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.08% | — | 68,539 | $7.1M |
| Ethic Inc. | 0.16% | Add +6.1% | 67,054 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.5% | 67,143 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +22.1% | 65,806 | $6.9M |
| Squarepoint Ops LLC | 0.03% | Reduce -36.7% | 65,377 | $6.8M |
| Bank of Nova Scotia | 0.01% | Reduce -6.4% | 64,720 | $6.7M |
| APG Asset Management N.V. | 0.01% | Add +228.4% | 69,017 | $6.7M |
| Pensionfund PDN | 3.53% | No change | 63,753 | $6.6M |
| Azimuth Capital Investment Management LLC | 0.26% | Add +4.2% | 60,824 | $6.3M |
| Factory Mutual Insurance Co. | 0.07% | No change | 60,700 | $6.3M |
| Tower Research Capital LLC (TRC) | 0.11% | Add +110.0% | 60,426 | $6.3M |
| Credit Agricole S A | 0.04% | Add +27.8% | 60,306 | $6.3M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -1.2% | 60,246 | $6.3M |
| Agf Management Ltd. | 0.03% | Add +204.4% | 59,684 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -6.7% | 57,023 | $5.9M |
| Fifth Third Bancorp | 0.02% | Add +33.6% | 56,258 | $5.9M |
| Harbour Trust & Investment Management Co | 0.69% | Add +3.1% | 55,723 | $5.8M |
| Elo Mutual Pension Insurance Co | 0.14% | Add +10.3% | 55,713 | $5.8M |
| Advisors Management Group Inc. | 1.44% | Reduce -1.2% | 55,464 | $5.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +3.1% | 55,401 | $5.8M |
| QRG Capital Management, Inc. | 0.07% | Add +4.8% | 55,333 | $5.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -56.2% | 65,745 | $5.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.8% | 54,203 | $5.7M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Add +44.8% | 53,243 | $5.6M |
| Oregon Public Employees Retirement Fund | 0.11% | Add +8.5% | 51,360 | $5.4M |
| Garland Capital Management Inc. | 3.76% | Reduce -1.4% | 51,088 | $5.3M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +11.2% | 50,995 | $5.3M |
| Carret Asset Management, LLC | 0.61% | Reduce -3.7% | 49,921 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +19.4% | 49,885 | $5.2M |
| Norinchukin Bank, The | 0.14% | Add +7.1% | 48,105 | $5.0M |
| Windward Capital Management Co. | 0.42% | Reduce -2.7% | 47,819 | $5.0M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +2.0% | 47,300 | $4.9M |
| Callahan Advisors, LLC | 0.51% | Add +2.4% | 47,091 | $4.9M |
| Maryland State Retirement & Pension System | 0.09% | Add +21.6% | 46,122 | $4.8M |
| Mizuho Securities USA LLC | 0.11% | New | 46,105 | $4.8M |
| US Bancorp \de | 0.01% | Add +2.9% | 46,072 | $4.8M |
| Gulf International Bank (UK) Ltd | 0.12% | Reduce -10.4% | 45,373 | $4.7M |
| Kentucky Retirement Systems | 0.14% | Add +7.2% | 45,057 | $4.7M |
| 1832 Asset Management L.P. | 0.01% | Add +12.0% | 44,700 | $4.7M |
| Wealthfront Advisers LLC | 0.02% | Add +14.3% | 44,657 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +1.5% | 44,061 | $4.6M |
| Fred Alger Management, LLC | 0.02% | Add +8.6% | 43,727 | $4.6M |
| Quantbot Technologies LP | 0.22% | Reduce -43.2% | 43,676 | $4.6M |
| Cibc World Market Inc. | 0.01% | Reduce -80.3% | 43,474 | $4.5M |
| CPC Advisors, LLC | 0.75% | New | 43,438 | $4.5M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +19.7% | 43,220 | $4.5M |
| Advisors Asset Management, Inc. | 0.09% | Add +12.6% | 42,465 | $4.4M |
| Pacer Advisors, Inc. | 0.01% | Add +12.1% | 42,133 | $4.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +489.3% | 41,336 | $4.3M |
| MBB Public Markets I LLC | 0.09% | Add +418.6% | 40,275 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.5% | 39,805 | $4.1M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -89.3% | 39,074 | $4.1M |
| KBC Group NV | 0.01% | Add +11.7% | 38,805 | $4.0M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +6.1% | 38,573 | $4.0M |
| Hartford Investment Management Co. | 0.14% | Add +7.2% | 38,339 | $4.0M |
| KMG Fiduciary Partners, LLC | 0.38% | Reduce -0.0% | 36,687 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +4.1% | 36,090 | $3.8M |
| Jefferies Financial Group Inc. | 0.08% | Add +5.7% | 35,499 | $3.7M |
| Gotham Asset Management | 0.05% | Add +19.2% | 35,448 | $3.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.06% | Add +45.2% | 35,406 | $3.7M |
| Brown Advisory Inc. | 0.00% | Reduce -3.1% | 35,404 | $3.7M |
| Spirit of America Management Corp. | 0.74% | Add +3.8% | 35,175 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +0.9% | 35,020 | $3.7M |
| Naviter Wealth, LLC | 0.54% | Add +6.2% | 34,850 | $3.6M |
| D L Carlson Investment Group Inc. | 0.70% | Reduce -1.1% | 34,795 | $3.6M |
| Swiss Life Asset Management Ltd | 0.04% | Add +45.9% | 34,409 | $3.6M |
| Securian Asset Management, Inc. | 0.10% | Add +5.5% | 34,380 | $3.6M |
| Sarasin & Partners LLP | 0.03% | Reduce -5.6% | 33,962 | $3.5M |
| Louisiana State Employees Retirement System | 0.07% | Add +5.0% | 33,800 | $3.5M |
| Pensionfund Sabic | 1.02% | No change | 33,259 | $3.5M |
| Kornitzer Capital Management Inc. | 0.07% | No change | 33,090 | $3.4M |
| Spinnaker Trust | 0.22% | Add +0.2% | 33,042 | $3.4M |
| Nicola Wealth Management LTD. | 0.31% | Add +35.6% | 23,995 | $3.4M |
| Westover Capital Advisors, LLC | 0.88% | Add +1.4% | 32,819 | $3.4M |
| Trek Financial, LLC | 0.27% | New | 32,724 | $3.4M |
| Quantinno Capital Management LP | 0.06% | Add +20.3% | 32,551 | $3.4M |
| Vanderbilt University | 0.69% | Add +181.6% | 31,832 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.1% | 31,290 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -10.5% | 30,821 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +3.7% | 72,446 | $3.2M |
| Rainey & Randall Wealth Advisors Inc. | 0.75% | Add +0.1% | 30,490 | $3.2M |
| Intech Investment Management LLC | 0.04% | Add +36.7% | 30,485 | $3.2M |
| Perpetual Ltd | 0.03% | Reduce -6.7% | 30,264 | $3.2M |
| Merit Financial Group, LLC | 0.07% | Add +0.4% | 29,947 | $3.1M |
| Summit Place Financial Advisors, LLC | 1.84% | Reduce -0.8% | 29,884 | $3.1M |
| Blair William & Co. | 0.01% | Add +0.0% | 29,586 | $3.1M |
| Impax Asset Management Group plc | 0.01% | Reduce -41.6% | 29,448 | $3.1M |
| Daiichi Life Insurance Co., Ltd. | 0.07% | Reduce -6.3% | 29,247 | $3.0M |
| Allstate Corp. | 0.25% | New | 29,166 | $3.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.31% | Reduce -0.8% | 29,151 | $3.0M |
| Atria Investments, Inc | 0.04% | Add +6.5% | 29,145 | $3.0M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +5.4% | 28,120 | $2.9M |
| Oppenheimer & Co. Inc. | 0.05% | Add +2.9% | 28,082 | $2.9M |
| New Mexico Educational Retirement Board | 0.10% | No change | 27,848 | $2.9M |
| Buckingham Capital Management, Inc. | 0.35% | Add +190.8% | 27,740 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +63.0% | 27,426 | $2.9M |
| Ossiam | 0.05% | Add +4.5% | 27,411 | $2.9M |
| Dean Investment Associates, LLC | 0.40% | Add +20.4% | 27,312 | $2.8M |
| GeoWealth Management, LLC | 0.12% | Add +51.0% | 27,102 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +28.5% | 26,840 | $2.8M |
| Appleton Partners Inc. | 0.21% | Reduce -0.4% | 26,204 | $2.7M |
| Romano Brothers and Company | 0.38% | Reduce -1.3% | 26,153 | $2.7M |
| Boston Family Office LLC | 0.19% | Add +0.8% | 25,801 | $2.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.32% | No change | 25,579 | $2.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 25,500 | $2.7M |
| Erste Asset Management GmbH | 0.03% | Reduce -3.1% | 25,300 | $2.6M |
| FORA Capital, LLC | 0.32% | New | 25,080 | $2.6M |
| Raymond James Trust N.A. | 0.06% | Add +2.1% | 24,666 | $2.6M |
| E. Ohman J:or Asset Management AB | 0.06% | Add +9.9% | 24,404 | $2.5M |
| GAMCO Investors | 0.03% | No change | 24,250 | $2.5M |
| XTX Topco Ltd | 0.22% | Add +132.8% | 24,135 | $2.5M |
| Avitas Wealth Management LLC | 0.36% | Add +0.3% | 23,820 | $2.5M |
| MAI Capital Management | 0.02% | Add +18.7% | 23,578 | $2.5M |
| Commerce Bank | 0.02% | Reduce -6.1% | 23,316 | $2.4M |
| Meiji Yasuda Life Insurance Co | 0.05% | Add +10.8% | 23,138 | $2.4M |
| Danica Pension, Livsforsikringsaktieselskab | 0.05% | Add +99.4% | 22,842 | $2.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.10% | Add +15.7% | 22,772 | $2.4M |
| LBP Am SA | 0.10% | New | 22,626 | $2.4M |
| Campbell & CO Investment Adviser LLC | 0.20% | New | 22,282 | $2.3M |
| FJ Capital Management LLC | 0.24% | Add +10.8% | 22,108 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +169.8% | 22,007 | $2.3M |
| Alpine Global Management, LLC | 0.44% | Reduce -6.4% | 22,000 | $2.3M |
| Moran Wealth Management, LLC | 0.07% | Reduce -3.7% | 21,762 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.8% | 21,659 | $2.3M |
| Verition Fund Management LLC | 0.02% | Reduce -49.9% | 21,281 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +320.1% | 21,203 | $2.2M |
| Kintegral Advisory, LLC | 0.21% | Reduce -30.1% | 21,187 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +12.2% | 20,746 | $2.2M |
| Ieq Capital, LLC | 0.03% | Add +12.4% | 20,553 | $2.1M |
| Proquility Private Wealth Partners, LLC | 0.73% | Add +1.4% | 20,541 | $2.1M |
| Greenland Capital Management LP | 0.46% | New | 20,400 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -6.6% | 20,278 | $2.1M |
| Banque Cantonale Vaudoise | 0.08% | Add +82.8% | 20,034 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.6% | 19,918 | $2.1M |
| Sheaff Brock Investment Advisors, LLC | 0.19% | Reduce -6.6% | 19,377 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +166.6% | 19,349 | $2.0M |
| NEOS Investment Management LLC | 0.08% | Add +44.8% | 19,328 | $2.0M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.14% | Add +5.6% | 19,285 | $2.0M |
| OMERS ADMINISTRATION Corp | 0.02% | New | 19,259 | $2.0M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -3.7% | 19,191 | $2.0M |
| GYL Financial Synergies, LLC | 0.15% | Add +2.8% | 19,114 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +8.3% | 19,029 | $2.0M |
| Wolverine Trading, LLC | 0.03% | New | 18,907 | $2.0M |
| Forte Capital LLC | 0.23% | Reduce -7.8% | 18,660 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +5.8% | 18,443 | $1.9M |
| Prelude Capital Management, LLC | 0.16% | New | 17,819 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -4.6% | 17,771 | $1.9M |
| First Trust Direct Indexing L.P. | 0.11% | Add +18.5% | 17,634 | $1.8M |
| Assenagon Asset Management S.A. | 0.00% | Add +3.5% | 17,231 | $1.8M |
| Cullinan Associates Inc. | 0.10% | Add +195.9% | 17,190 | $1.8M |
| Focus Partners Wealth | 0.01% | Add +14.9% | 16,959 | $1.8M |
| V-Square Quantitative Management LLC | 0.28% | Add +0.3% | 16,842 | $1.8M |
| Edgemoor Investment Advisors, Inc. | 0.16% | No change | 16,500 | $1.7M |
| Sumitomo Life Insurance Co. | 0.04% | Reduce -11.4% | 16,287 | $1.7M |
| Groupama Asset Managment | 0.02% | Add +133.6% | 16,287 | $1.7M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.19% | Add +180.4% | 16,272 | $1.7M |
| O'ROURKE & COMPANY, Inc | 0.95% | Add +0.1% | 16,254 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +13.9% | 16,212 | $1.7M |
| Liberty Capital Management, Inc. | 0.40% | Reduce -1.4% | 16,179 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.3% | 16,169 | $1.7M |
| Praxis Investment Management Inc. | 0.12% | No change | 17,680 | $1.7M |
| RDA Financial Network | 0.55% | Add +0.7% | 16,161 | $1.7M |
| Wambolt & Associates, LLC | 0.49% | Add +5.3% | 16,174 | $1.7M |
| Sandy Spring Bank | 0.07% | Add +20.0% | 15,606 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +16.1% | 15,459 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +16.1% | 15,459 | $1.6M |
| HighPoint Advisor Group LLC | 0.10% | Add +64.1% | 14,305 | $1.6M |
| Tokio Marine Asset Management Co. Ltd. | 0.08% | Add +9.1% | 15,331 | $1.6M |
| Arbor Capital Management Inc. | 1.43% | Reduce -1.1% | 15,047 | $1.6M |
| Old Second National Bank of Aurora | 0.40% | Reduce -3.8% | 14,965 | $1.6M |
| Cwm, LLC | 0.01% | Add +8.7% | 14,915 | $1.6M |
| Bard Associates Inc. | 0.59% | Reduce -0.7% | 14,887 | $1.6M |
| Verde Capital Management | 0.49% | Add +23.2% | 14,832 | $1.5M |
| Benjamin Edwards Inc. | 0.29% | Add +178.1% | 14,590 | $1.5M |
| Creegan & Nassoura Financial Group, LLC | 1.04% | Reduce -2.1% | 14,557 | $1.5M |
| Fairfield Financial Advisors, LTD | 0.45% | — | 14,535 | $1.5M |
| NTV Asset Management LLC | 0.22% | Reduce -0.2% | 14,444 | $1.5M |
| Tidal Investments LLC | 0.02% | Reduce -32.6% | 14,377 | $1.5M |
| Lockheed Martin Investment Management Co. | 0.09% | Reduce -37.5% | 14,350 | $1.5M |
| United Services Automobile Association | 0.04% | Reduce -6.8% | 13,857 | $1.4M |
| Entropy Technologies, LP | 0.16% | New | 13,794 | $1.4M |
| Advance Capital Management, Inc. | 0.07% | Add +0.6% | 13,673 | $1.4M |
| American Financial Advisors, LLC | 0.20% | Reduce -4.4% | 13,609 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -78.5% | 13,466 | $1.4M |
| Point72 Asset Management | 0.00% | New | 13,324 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Reduce -1.0% | 13,242 | $1.4M |
| AIA Group Ltd | 0.04% | Add +6.5% | 13,200 | $1.4M |
| Choreo, LLC | 0.02% | New | 13,095 | $1.4M |
| Wahed Invest LLC | 0.27% | New | 12,868 | $1.3M |
| Old North State Wealth Management, LLC | 0.88% | Reduce -45.6% | 12,786 | $1.3M |
| Investment Management Corp of Ontario | 0.04% | Add +41.5% | 12,616 | $1.3M |
| Meeder Advisory Services, Inc. | 0.09% | Add +44.3% | 12,504 | $1.3M |
| Garrison Bradford & Associates Inc. | 1.33% | No change | 12,380 | $1.3M |
| Paloma Partners Management Co | 0.14% | New | 12,211 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +0.7% | 12,179 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | Add +0.9% | 12,155 | $1.3M |
| Waverly Advisors, LLC | 0.02% | Add +2.1% | 11,956 | $1.2M |
| Presima Securities ULC | 0.28% | Reduce -78.0% | 11,937 | $1.2M |
| LGT Fund Management Co Ltd. | 0.15% | Add +15.9% | 11,864 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.47% | Add +1.1% | 11,839 | $1.2M |
| McKinley Capital Management LLC | 0.21% | Reduce -1.0% | 11,752 | $1.2M |
| ProVise Management Group, LLC | 0.10% | Reduce -4.0% | 11,692 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +7.5% | 11,686 | $1.2M |
| Lombard Odier Asset Management (Switzerland) SA | 0.12% | Add +15.1% | 11,685 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.2% | 11,555 | $1.2M |
| Banco Santander, S.A. | 0.01% | Reduce -1.3% | 11,486 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -4.4% | 11,410 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -7.7% | 11,245 | $1.2M |
| Independent Advisor Alliance | 0.04% | Add +1.5% | 11,038 | $1.2M |
| USA Financial Formulas | 0.18% | New | 10,940 | $1.1M |
| Gray Wealth Management Inc. | 0.49% | Reduce -0.3% | 10,914 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -81.9% | 10,706 | $1.1M |
| Welch Group, LLC | 0.05% | No change | 10,700 | $1.1M |
| Wealthspire Retirement, LLC | 0.09% | Reduce -1.6% | 10,584 | $1.1M |
| Paradigm Asset Management Co. LLC | 0.31% | Add +915.2% | 10,538 | $1.1M |
| Capital International Sarl | 0.03% | New | 10,457 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 10,419 | $1.1M |
| PFG Investments, LLC | 0.08% | Add +2.3% | 10,310 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +10.2% | 10,285 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +78.5% | 10,259 | $1.1M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -2.6% | 10,179 | $1.1M |
| Nebula Research & Development LLC | 0.17% | New | 10,033 | $1.0M |
| American Assets Investment Management, LLC | 0.10% | No change | 10,000 | $1.0M |
| CTC Alternative Strategies, Ltd. | 0.44% | New | 9,997 | $1.0M |
| American Assets Capital Advisers, LLC | 0.32% | New | 9,753 | $1.0M |
| Quantitative Investment Management, LLC | 0.11% | New | 9,746 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +9.6% | 9,641 | $1.0M |
| Jeppson Wealth Management, LLC | 0.38% | Reduce -0.1% | 9,618 | $1.0M |
| GC Wealth Management RIA, LLC | 0.20% | Add +193.1% | 9,542 | $995K |
| Frank, Rimerman Advisors LLC | 0.07% | Add +27142.9% | 9,535 | $994K |
| Diversified Trust Co. | 0.03% | Add +141.1% | 9,534 | $994K |
| Nomura Holdings Inc. | 0.01% | Add +112.9% | 9,404 | $980K |
| Empowered Funds, LLC | 0.02% | Add +27.6% | 9,398 | $980K |
| Azzad Asset Management Inc. | 0.12% | Add +54.0% | 9,365 | $976K |
| Federated Hermes, Inc. | 0.00% | Add +18.7% | 9,337 | $973K |
| Gallagher Fiduciary Advisors, LLC | 0.22% | Add +13.9% | 9,335 | $973K |
| Checchi Capital Advisers, LLC | 0.08% | Add +2.1% | 9,310 | $971K |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.9% | 9,274 | $967K |
| Coldstream Capital Management Inc. | 0.02% | Add +13.5% | 9,274 | $967K |
| Profund Advisors LLC | 0.04% | Add +11.0% | 9,263 | $966K |
| Signaturefd, LLC | 0.02% | Add +1.6% | 9,250 | $964K |
| CreativeOne Wealth, LLC | 0.05% | Add +49.9% | 9,174 | $956K |
| Ancora Advisors LLC | 0.02% | Reduce -12.6% | 9,160 | $955K |
| Trueblood Wealth Management, LLC | 0.53% | Add +0.0% | 9,062 | $945K |
| Greenleaf Trust | 0.01% | Add +14.0% | 9,013 | $940K |
| Tradewinds, LLC. | 0.29% | New | 8,938 | $932K |
| Penserra Capital Management LLC | 0.01% | Add +7.4% | 8,874 | $926K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +80.2% | 8,872 | $925K |
| Brookstone Capital Management | 0.02% | Reduce -44.2% | 8,589 | $917K |
| Panagora Asset Management Inc. | 0.00% | Reduce -10.2% | 8,780 | $915K |
| Horizon Investments, LLC | 0.03% | Add +8.0% | 8,658 | $903K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.0% | 8,520 | $888K |
| Schnieders Capital Management LLC | 0.18% | Reduce -1.2% | 8,396 | $875K |
| Ofi Invest Asset Management | 0.02% | Add +0.4% | 8,984 | $874K |
| Community Bank & Trust, Waco, Texas | 0.22% | Reduce -1.4% | 8,323 | $868K |
| Savant Capital, LLC | 0.01% | Add +5.5% | 8,269 | $862K |
| Quadrant Capital Group LLC | 0.06% | Add +4.5% | 8,163 | $851K |
| Busey Bank | 0.03% | Reduce -10.0% | 8,128 | $847K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -3.2% | 8,126 | $847K |
| Qtron Investments LLC | 0.12% | Add +45.7% | 8,099 | $844K |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -4.2% | 8,000 | $834K |
| Prospera Financial Services Inc | 0.02% | Add +0.6% | 7,987 | $833K |
| Dakota Wealth Management | 0.02% | Add +14.9% | 7,955 | $829K |
| Carnegie Investment Counsel | 0.03% | Reduce -2.0% | 7,948 | $829K |
| Harvest Fund Management Co., Ltd | 0.06% | Add +40.8% | 7,867 | $821K |
| Global Retirement Partners, LLC | 0.03% | Add +3.7% | 7,745 | $807K |
| Stiles Financial Services Inc | 0.30% | Add +0.3% | 7,567 | $789K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.4% | 7,493 | $781K |
| Red Cedar Investment Management, LLC | 0.11% | Reduce -18.6% | 7,439 | $776K |
| Mgo One Seven LLC | 0.04% | Reduce -3.3% | 7,260 | $757K |
| Monetary Management Group Inc. | 0.20% | No change | 7,225 | $753K |
| HB Wealth Management, LLC | 0.01% | Add +21.8% | 7,200 | $751K |
| Sherbrooke Park Advisers LLC | 0.13% | Reduce -58.5% | 7,125 | $743K |
| Oak Thistle LLC | 0.55% | New | 7,097 | $740K |
| Fulcrum Capital LLC | 0.17% | Add +3.7% | 7,088 | $739K |
| Arkadios Wealth Advisors | 0.05% | Add +0.3% | 7,063 | $736K |
| Jackson Creek Investment Advisors LLC | 0.27% | New | 7,055 | $735K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 6,990 | $729K |
| Geneos Wealth Management Inc. | 0.03% | Add +1059.2% | 6,955 | $725K |
| GAMMA Investing LLC | 0.10% | Add +56.1% | 6,882 | $717K |
| Wedmont Private Capital | 0.04% | Add +33.3% | 6,872 | $716K |
| Richwood Investment Advisors, LLC | 0.63% | Reduce -1.3% | 6,845 | $714K |
| Stephens Inc. | 0.01% | Add +1.1% | 6,753 | $704K |
| Pacific Sun Financial Corp | 0.42% | Reduce -2.2% | 6,738 | $702K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.8% | 6,602 | $688K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -44.8% | 6,582 | $686K |
| Greenup Street Wealth Management LLC | 0.16% | Add +0.1% | 6,573 | $685K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -3.0% | 6,551 | $683K |
| Siemens Fonds Invest GmbH | 0.05% | Add +11.4% | 6,550 | $683K |
| Madden Advisory Services, Inc. | 0.34% | No change | 6,506 | $678K |
| Burke & Herbert Bank & Trust Co. | 0.16% | New | 6,465 | $674K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -22.9% | 6,464 | $674K |
| Dodds Wealth, LLC | 0.26% | Reduce -14.7% | 6,422 | $673K |
| DAVENPORT & Co LLC | 0.00% | Add +0.7% | 6,452 | $673K |
| Ameritas Advisory Services, LLC | 0.03% | Add +3.1% | 6,425 | $670K |
| Ingalls & Snyder LLC | 0.03% | No change | 6,326 | $659K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.1% | 6,292 | $656K |
| Allianz SE | 0.02% | Reduce -55.6% | 6,270 | $654K |
| Glenmede Trust Co. NA | 0.00% | Add +2.5% | 6,159 | $642K |
| Edgestream Partners, L.P. | 0.03% | Add +142.4% | 6,155 | $642K |
| Virtu Financial LLC | 0.04% | Add +4.8% | 6,146 | $641K |
| Caprock Group, LLC | 0.03% | Add +16.4% | 6,144 | $641K |
| Cigna Investments Inc. | 0.12% | Add +4.6% | 6,127 | $639K |
| Dudley Capital Management, LLC | 0.35% | No change | 6,075 | $633K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.8% | 6,046 | $630K |
| Values First Advisors, Inc. | 0.38% | Add +0.2% | 6,020 | $628K |
| Sara-Bay Financial | 0.25% | Add +12.2% | 6,007 | $626K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +1.4% | 5,918 | $617K |
| Abn Amro Investment Solutions | 0.01% | Add +171.4% | 5,916 | $617K |
| Capstone Investment Advisors, LLC | 0.03% | Reduce -97.5% | 5,748 | $599K |
| NorthRock Partners, LLC | 0.02% | Reduce -0.9% | 5,710 | $595K |
| Bailard, Inc. | 0.02% | Reduce -1.1% | 5,635 | $587K |
| Huntington National Bank | 0.01% | Add +0.5% | 5,632 | $587K |
| Jump Financial, LLC | 0.01% | Reduce -63.4% | 5,628 | $587K |
| Retirement Planning Co of New England, Inc. | 0.32% | Add +0.3% | 5,627 | $587K |
| &partners | 0.03% | Add +106.5% | 5,515 | $575K |
| Lumbard & Kellner, LLC | 0.27% | No change | 5,496 | $573K |
| HF Advisory Group, LLC | 0.30% | Add +0.1% | 5,492 | $573K |
| Ballentine Partners, LLC | 0.01% | Add +13.7% | 5,479 | $571K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -3.4% | 5,400 | $563K |
| Ellevest, Inc. | 0.03% | Add +13.9% | 5,382 | $561K |
| Centiva Capital, LP | 0.03% | Reduce -79.0% | 5,382 | $561K |
| Ibex Wealth Advisors | 0.09% | New | 5,348 | $558K |
| Texas Yale Capital Corp. | 0.03% | Add +4.7% | 5,262 | $549K |
| LongView Wealth Management | 0.20% | Add +2.8% | 5,258 | $548K |
| Drake & Associates, LLC | 0.20% | Add +5.8% | 5,233 | $546K |
| Brass Tax Wealth Management, Inc. | 0.11% | New | 5,233 | $546K |
| Everhart Financial Group, Inc. | 0.14% | Add +7.1% | 5,215 | $544K |
| Good Life Advisors, LLC | 0.04% | Add +2.7% | 5,195 | $542K |
| Intrua Financial, LLC | 0.09% | New | 5,152 | $537K |
| Hendershot Investments Inc. | 0.08% | Reduce -10.4% | 5,142 | $536K |
| IHT Wealth Management, LLC | 0.02% | Add +1.3% | 5,108 | $533K |
| Fifth Third Wealth Advisors LLC | 0.04% | New | 5,094 | $531K |
| Benchmark Investment Advisors LLC | 0.38% | No change | 5,060 | $528K |
| ARS Wealth Advisors Group, LLC | 0.07% | No change | 5,057 | $527K |
| Foundations Investment Advisors, LLC | 0.01% | New | 5,012 | $523K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -2.8% | 4,999 | $521K |
| Ostrum Asset Management | 0.05% | Add +6.1% | 4,965 | $518K |
| LRI Investments, LLC | 0.06% | No change | 4,953 | $516K |
| Schechter Investment Advisors, LLC | 0.04% | Add +2.3% | 4,936 | $515K |
| Legacy Wealth Asset Management, LLC | 0.14% | Add +6.5% | 4,878 | $509K |
| Tower Bridge Advisors | 0.06% | No change | 4,850 | $506K |
| Investment Advisory Group, LLC | 0.20% | No change | 4,846 | $505K |
| Kingsview Wealth Management, LLC | 0.01% | Add +46.6% | 4,766 | $497K |
| Integrated Advisors Network LLC | 0.03% | Reduce -4.0% | 4,753 | $495K |
| Associated Banc-Corp | 0.02% | Add +0.2% | 4,714 | $491K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 4,693 | $489K |
| Cypress Capital Group | 0.06% | Reduce -4.1% | 4,639 | $484K |
| Gold Investment Management Ltd. | 0.20% | Reduce -38.6% | 4,631 | $483K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -27.2% | 4,627 | $482K |
| AlphaCore Capital LLC | 0.11% | Add +1.6% | 4,530 | $472K |
| Syon Capital LLC | 0.04% | Add +4.1% | 4,512 | $470K |
| Clearstead Advisors, LLC | 0.01% | Add +36.6% | 4,507 | $470K |
| Prudent Man Advisors, LLC | 0.17% | Add +5.6% | 4,503 | $469K |
| Obermeyer Wealth Partners | 0.03% | No change | 4,457 | $465K |
| Monument Capital Management | 0.14% | Reduce -5.6% | 4,411 | $460K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,397 | $458K |
| Carmel Capital Partners, LLC | 0.19% | Add +1.6% | 4,362 | $455K |
| Compound Planning, Inc. | 0.03% | Add +42.8% | 4,354 | $454K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +35.5% | 4,351 | $454K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -1.3% | 4,327 | $451K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 4,289 | $447K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.3% | 4,269 | $445K |
| First American Trust, FSB | 0.04% | Add +0.3% | 4,249 | $443K |
| Bessemer Group Inc. | 0.00% | Add +2.5% | 4,218 | $440K |
| Financial Counselors Inc. | 0.01% | Reduce -0.7% | 4,168 | $435K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +1.5% | 4,166 | $434K |
| Premier Path Wealth Partners, LLC | 0.07% | New | 4,151 | $433K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.6% | 4,112 | $429K |
| Hamilton Capital Partners Inc. | 0.05% | New | 4,103 | $428K |
| Glenview Trust Co | 0.01% | Reduce -1.7% | 4,091 | $426K |
| Harbour Investments, Inc. | 0.01% | Add +9.6% | 4,059 | $423K |
| Lake Street Advisors Group, LLC | 0.02% | Add +3.1% | 4,057 | $423K |
| LCNB Corp. | 0.15% | No change | 3,973 | $414K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.16% | No change | 3,962 | $413K |
| Van Hulzen Asset Management, LLC | 0.03% | New | 3,940 | $411K |
| Principal Securities, Inc. | 0.01% | Reduce -5.0% | 3,935 | $410K |
| Brighton Jones LLC | 0.01% | Add +33.5% | 3,910 | $408K |
| Carmichael Hill & Associates, Inc. | 0.16% | No change | 3,884 | $405K |
| Sage Mountain Advisors LLC | 0.04% | Add +45.2% | 3,873 | $404K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.5% | 3,860 | $402K |
| LifePlan Financial, LLC | 0.37% | Reduce -6.8% | 3,840 | $400K |
| Tectonic Advisors LLC | 0.03% | Add +7.9% | 3,836 | $400K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -3.8% | 3,826 | $399K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Reduce -7.7% | 3,809 | $397K |
| Flputnam Investment Management Co. | 0.01% | Add +0.6% | 3,805 | $397K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 3,761 | $392K |
| Baldwin Investment Management, LLC | 0.05% | Add +13.6% | 3,760 | $392K |
| Investment Advisory Services Inc. /TX | 0.14% | Reduce -9.9% | 3,755 | $391K |
| Proficio Capital Partners LLC | 0.04% | Reduce -20.4% | 3,743 | $390K |
| Southland Equity Partners LLC | 0.11% | Reduce -19.3% | 3,722 | $388K |
| Moors & Cabot, Inc. | 0.02% | Add +0.7% | 3,717 | $387K |
| Allworth Financial LP | 0.00% | Add +81.4% | 3,598 | $386K |
| Whittier Trust Co. | 0.01% | Add +1.4% | 3,706 | $386K |
| Livelsberger Financial Advisory | 5.72% | Add +0.4% | 3,678 | $383K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Add +1.4% | 3,651 | $380K |
| MQS Management LLC | 0.23% | Reduce -33.3% | 3,634 | $379K |
| Cambria Investment Management, L.P. | 0.02% | Add +10.5% | 3,593 | $375K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 3,586 | $374K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.6% | 3,574 | $373K |
| Relative Value Partners Group, LLC | 0.05% | New | 3,565 | $372K |
| Lake Street Private Wealth, LLC | 0.05% | Reduce -1.1% | 3,565 | $372K |
| Smartleaf Asset Management LLC | 0.06% | Add +23.3% | 3,577 | $370K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.03% | Reduce -15.4% | 3,522 | $367K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +44.2% | 3,523 | $367K |
| Peak Planning Group, LLC | 0.18% | New | 3,519 | $367K |
| PDS Planning, Inc | 0.04% | Add +2.4% | 3,452 | $360K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +7.7% | 3,437 | $359K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.2% | 3,428 | $357K |
| CoreCap Advisors, LLC | 0.04% | Add +0.9% | 3,400 | $354K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | No change | 3,397 | $354K |
| Sfmg, LLC | 0.03% | Reduce -1.8% | 3,354 | $350K |
| Prairie Sky Financial Group LLC | 0.22% | No change | 3,332 | $347K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | No change | 3,318 | $346K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -2.4% | 3,308 | $345K |
| Corton Capital Inc. | 0.18% | New | 3,295 | $344K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -5.1% | 3,292 | $343K |
| SVB Wealth LLC | 0.01% | Reduce -30.7% | 3,279 | $342K |
| Emergent Wealth Advisors, LLC | 0.27% | No change | 3,251 | $339K |
| Point Windward Advisors Inc. | 0.14% | No change | 3,250 | $339K |
| Evergreen Capital Management LLC | 0.01% | Add +22.6% | 3,238 | $338K |
| Cetera Trust Company, N.A | 0.21% | No change | 3,225 | $336K |
| Aptus Capital Advisors, LLC | 0.01% | Add +18.6% | 3,187 | $332K |
| M&G PLC | 0.00% | New | 3,181 | $331K |
| Moody National Bank Trust Division | 0.03% | No change | 3,164 | $330K |
| Townsquare Capital LLC | 0.00% | Add +15.9% | 3,148 | $328K |
| Conning Inc. | 0.01% | Add +5.0% | 3,120 | $325K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 3,101 | $323K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -17.1% | 3,082 | $321K |
| River Street Advisors LLC | 0.20% | Add +9.5% | 3,044 | $317K |
| Parallel Advisors, LLC | 0.01% | Add +2.1% | 3,020 | $315K |
| FineMark National Bank & Trust | 0.01% | No change | 3,017 | $315K |
| Dearborn Partners LLC | 0.01% | Add +1.8% | 3,008 | $314K |
| Graypoint LLC | 0.02% | Add +11.9% | 3,007 | $313K |
| LYNX Capital Group Ltd. | 0.22% | No change | 3,001 | $313K |
| Dividend Assets Capital, LLC | 0.06% | No change | 3,000 | $313K |
| Independent Financial Group, LLC | 0.01% | Reduce -46.5% | 2,978 | $310K |
| Point72 (DIFC) Ltd | 0.03% | New | 2,965 | $309K |
| Visionary Wealth Advisors | 0.02% | Reduce -11.8% | 2,945 | $307K |
| AlphaQuest LLC | 0.04% | Reduce -58.5% | 2,911 | $303K |
| Keystone Financial Group | 0.11% | Reduce -1.2% | 2,910 | $303K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.3% | 2,909 | $303K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.5% | 2,909 | $303K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.6% | 2,888 | $301K |
| Essex Financial Services, Inc. | 0.02% | Add +12.9% | 2,577 | $298K |
| TrinityPoint Wealth, LLC | 0.05% | Reduce -8.0% | 2,853 | $297K |
| CX Institutional | 0.01% | Reduce -1.5% | 2,839 | $296K |
| AE Wealth Management LLC | 0.00% | New | 2,828 | $295K |
| Pitcairn Co. | 0.02% | Add +14.7% | 2,824 | $294K |
| Equitable Holdings, Inc. | 0.00% | Add +0.4% | 2,823 | $294K |
| Summit Global Investments | 0.02% | Reduce -1.5% | 2,824 | $294K |
| Clarius Group, LLC | 0.02% | Reduce -5.4% | 2,816 | $294K |
| Keel Point, LLC | 0.03% | Reduce -13.3% | 2,502 | $293K |
| Shelton Capital Management | 0.01% | Reduce -3.5% | 2,792 | $291K |
| Ascentis Independent Advisors | 0.06% | — | 2,781 | $290K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -2.7% | 2,774 | $289K |
| Summit Trail Advisors, LLC | 0.01% | Add +5.9% | 2,764 | $288K |
| Nilsine Partners, LLC | 0.04% | Add +6.9% | 2,763 | $288K |
| Abbrea Capital, LLC | 0.04% | Reduce -16.6% | 2,767 | $288K |
| 180 Wealth Advisors, LLC | 0.05% | Add +9.0% | 2,732 | $286K |
| Fortitude Advisory Group L.L.C. | 0.17% | Reduce -0.5% | 2,742 | $286K |
| Strategic Wealth Partners, Ltd. | 0.03% | New | 2,718 | $283K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -20.4% | 2,661 | $279K |
| Bowman & Co S.C. | 0.16% | No change | 2,665 | $278K |
| Hartline Investment Corp./ | 0.04% | New | 2,652 | $276K |
| Balboa Wealth Partners | 0.07% | Reduce -0.4% | 2,632 | $274K |
| Bokf, NA | 0.00% | Reduce -0.3% | 2,610 | $272K |
| Inceptionr LLC | 0.08% | Reduce -61.7% | 2,601 | $271K |
| Register Financial Advisors LLC | 0.14% | No change | 2,600 | $271K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +11.9% | 2,585 | $269K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -2.6% | 2,573 | $268K |
| Wharton Business Group, LLC | 0.01% | No change | 2,555 | $266K |
| Painted Porch Advisors LLC | 0.15% | Reduce -3.0% | 2,545 | $265K |
| Inspire Investing, LLC | 0.03% | Reduce -46.5% | 2,539 | $265K |
| Caldwell Sutter Capital, Inc. | 0.13% | Reduce -5.6% | 2,535 | $264K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +1.2% | 2,530 | $264K |
| Hudock, Inc. | 0.05% | Add +0.2% | 2,519 | $263K |
| Lindbrook Capital, LLC | 0.02% | Reduce -23.1% | 2,519 | $263K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +15.7% | 2,516 | $262K |
| Barnes Pettey Financial Advisors, LLC | 0.22% | Reduce -10.7% | 2,502 | $261K |
| Fiduciary Trust Co | 0.00% | Add +0.3% | 2,498 | $260K |
| Atom Investors LP | 0.03% | Reduce -64.0% | 2,494 | $260K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -28.2% | 2,800 | $260K |
| IFG Advisory, LLC | 0.02% | New | 2,467 | $257K |
| Covenant Asset Management, LLC | 0.06% | New | 2,463 | $257K |
| Marcum Wealth, LLC | 0.03% | Reduce -23.5% | 2,455 | $256K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 2,455 | $256K |
| Cambiar Investors LLC | 0.01% | No change | 2,438 | $254K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,406 | $251K |
| TradeLink Capital LLC | 0.72% | New | 2,400 | $250K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,389 | $249K |
| True North Advisors, LLC | 0.07% | Reduce -18.2% | 2,371 | $247K |
| AA Financial Advisors, LLC | 0.09% | New | 2,370 | $247K |
| Jacobi Capital Management LLC | 0.02% | Add +7.7% | 2,363 | $246K |
| Farther Finance Advisors, LLC | 0.01% | Add +15.3% | 2,349 | $244K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 2,341 | $244K |
| Beacon Financial Planning, Inc. | 0.16% | New | 2,321 | $242K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 2,310 | $241K |
| Planned Solutions, Inc. | 0.12% | No change | 2,307 | $241K |
| Titleist Asset Management, LLC | 0.04% | Add +0.6% | 2,307 | $240K |
| Avestar Capital, LLC | 0.03% | New | 2,304 | $240K |
| MTM Investment Management, LLC | 0.10% | No change | 2,300 | $240K |
| Mutual Advisors, LLC | 0.01% | Reduce -11.1% | 2,145 | $240K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -1.2% | 2,285 | $238K |
| Mystic Asset Management, Inc. | 0.10% | No change | 2,265 | $236K |
| NBW Capital LLC | 0.05% | Reduce -12.9% | 2,255 | $235K |
| Sentry Investment Management LLC | 0.10% | Reduce -17.0% | 2,258 | $235K |
| Carr Financial Group Corp | 0.07% | New | 2,251 | $235K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 2,236 | $233K |
| Motco | 0.01% | Add +16.7% | 2,233 | $233K |
| Orion Capital Management LLC | 0.12% | Reduce -26.5% | 2,220 | $231K |
| Blue Fin Capital, Inc. | 0.05% | No change | 2,210 | $230K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.0% | 2,200 | $229K |
| Synovus Financial Corp. | 0.00% | Add +1.9% | 2,198 | $229K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,186 | $228K |
| L2 Asset Management, LLC | 0.07% | New | 2,182 | $227K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -8.4% | 2,176 | $227K |
| Assetmark, Inc. | 0.00% | Add +16.8% | 2,170 | $226K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 2,157 | $225K |
| Contravisory Investment Management, Inc. | 0.05% | New | 2,143 | $223K |
| Shelton Wealth Management, LLC | 0.13% | New | 2,141 | $223K |
| Warwick Investment Management, Inc. | 0.05% | Reduce -19.2% | 2,137 | $223K |
| Verdence Capital Advisors LLC | 0.02% | New | 2,120 | $221K |
| Bluespring Wealth Management, LLC | 0.02% | New | 2,107 | $220K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | New | 2,105 | $219K |
| Northcape Wealth Management, LLC | 0.08% | New | 2,092 | $218K |
| Wealth Alliance, LLC | 0.03% | New | 2,080 | $217K |
| Sigma Planning Corp | 0.01% | Reduce -22.9% | 2,076 | $216K |
| Childress Capital Advisors, LLC | 0.06% | New | 2,067 | $216K |
| Tuttle Capital Management, LLC | 1.27% | New | 2,060 | $214K |
| Sit Investment Associates Inc. | 0.00% | Reduce -6.8% | 2,045 | $213K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.6% | 2,025 | $211K |
| Western Wealth Management, LLC | 0.02% | New | 2,026 | $211K |
| BSW Wealth Partners | 0.03% | New | 2,007 | $209K |
| C2C Wealth Management, LLC | 0.20% | New | 2,000 | $209K |
| Echo Wealth Management, LLC | 0.16% | New | 2,000 | $209K |
| Sykon Capital LLC | 0.08% | New | 2,000 | $209K |
| GM Advisory Group, LLC | 0.01% | New | 2,000 | $209K |
| Commons Capital, LLC | 0.25% | New | 1,999 | $208K |
| Strategic Blueprint, LLC | 0.01% | Reduce -8.8% | 1,985 | $207K |
| Dogwood Wealth Management LLC | 0.13% | Add +76.9% | 1,983 | $207K |
| Regions Financial Corp. | 0.00% | New | 1,962 | $205K |
| Bridge Creek Capital Management LLC | 0.07% | New | 1,953 | $204K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -2.3% | 1,823 | $203K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +11.6% | 1,941 | $202K |
| Ninepoint Partners LP | 0.02% | No change | 1,816 | $189K |
| Blue Trust, Inc. | 0.00% | Add +471.1% | 2,016 | $188K |
| Cromwell Holdings LLC | 0.11% | — | 1,781 | $186K |
| Mather Group, Llc. | 0.00% | Reduce -0.4% | 1,937 | $181K |
| Colonial Trust Advisors | 0.02% | Reduce -0.2% | 1,717 | $179K |
| Quarry LP | 0.08% | Add +198.4% | 1,710 | $178K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.07% | No change | 1,700 | $177K |
| Harbor Investment Advisory, LLC | 0.02% | Add +0.2% | 1,599 | $167K |
| Riverview Trust Co | 0.16% | No change | 1,582 | $165K |
| TD Private Client Wealth LLC | 0.01% | Add +6.7% | 1,550 | $162K |
| Fairscale Capital, LLC | 0.14% | — | 1,503 | $159K |
| Bogart Wealth, LLC | 0.01% | Reduce -55.0% | 1,519 | $158K |
| Hanson & Doremus Investment Management | 0.03% | No change | 1,500 | $156K |
| Continuum Advisory, LLC | 0.02% | Add +0.1% | 1,472 | $153K |
| SYSTM Wealth Solutions LLC | 0.03% | Reduce -25.4% | 1,451 | $151K |
| Global X Japan Co., Ltd. | 0.02% | New | 1,422 | $148K |
| Beacon Capital Management, LLC | 0.03% | Add +2.5% | 1,380 | $144K |
| MV Capital Management, Inc. | 0.02% | Add +0.8% | 1,379 | $144K |
| Aspire Private Capital, LLC | 0.04% | Add +0.2% | 1,376 | $143K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.9% | 1,371 | $143K |
| Triad Wealth Partners, LLC | 0.07% | New | 1,317 | $137K |
| Rothschild Investment LLC | 0.01% | Add +10.9% | 1,317 | $137K |
| Alta Advisers Ltd | 0.07% | No change | 1,300 | $136K |
| SJS Investment Consulting Inc. | 0.03% | Reduce -4.2% | 1,299 | $135K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.9% | 1,298 | $135K |
| TCTC Holdings, LLC | 0.00% | No change | 1,262 | $132K |
| Key Financial Inc | 0.03% | No change | 1,226 | $128K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,200 | $125K |
| Capital Analysts, LLC | 0.01% | Add +5.0% | 1,189 | $124K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +53.7% | 1,145 | $119K |
| Arcadia Investment Management Corp. | 0.02% | No change | 1,101 | $115K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -8.7% | 1,076 | $112K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.8% | 1,062 | $111K |
| City State Bank | 0.04% | No change | 1,058 | $110K |
| Widmann Financial Services, Inc. | 0.09% | New | 1,029 | $107K |
| Tobam | 0.02% | Reduce -88.3% | 1,025 | $107K |
| Camelot Portfolios, LLC | 0.06% | New | 1,000 | $104K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,000 | $104K |
| ICA Group Wealth Management, LLC | 0.06% | Reduce -14.4% | 984 | $103K |
| Lanark Financial, Inc. | 0.01% | No change | 962 | $100K |
| First Horizon Advisors, Inc. | 0.00% | Add +26.3% | 951 | $99K |
| IFP Advisors, Inc | 0.00% | Reduce -7.8% | 948 | $99K |
| Bollard Group LLC | 0.00% | No change | 929 | $97K |
| Optimum Investment Advisors | 0.04% | Add +0.1% | 912 | $95K |
| Private Ocean, LLC | 0.01% | Reduce -4.0% | 910 | $95K |
| Family Firm, Inc. | 0.02% | New | 873 | $91K |
| WASHINGTON TRUST Co | 0.00% | No change | 850 | $89K |
| Valley National Advisers Inc. | 0.01% | Reduce -1.2% | 830 | $86K |
| Pathway Financial Advisers, LLC | 0.03% | Add +0.5% | 822 | $86K |
| International Assets Investment Management, LLC | 0.01% | New | 815 | $85K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -8.5% | 808 | $84K |
| First United Bank & Trust | 0.03% | No change | 800 | $83K |
| Colonial Trust Co / SC | 0.01% | Add +44.6% | 768 | $80K |
| Bruce G. Allen Investments, LLC | 0.07% | Add +123.0% | 765 | $80K |
| Quent Capital, LLC | 0.01% | No change | 759 | $79K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +11.8% | 749 | $78K |
| Clearstead Trust, LLC | 0.02% | No change | 715 | $75K |
| HHM Wealth Advisors, LLC | 0.01% | Add +159.3% | 700 | $73K |
| Webster Bank, N. A. | 0.01% | No change | 700 | $73K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 679 | $71K |
| Grove Bank & Trust | 0.01% | Reduce -12.0% | 660 | $69K |
| Wiser Advisor Group LLC | 0.10% | Add +0.9% | 641 | $67K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -28.5% | 626 | $65K |
| Caldwell Trust Co | 0.01% | No change | 610 | $64K |
| Gradient Investments LLC | 0.00% | Add +4.9% | 596 | $62K |
| Creative Financial Designs Inc. | 0.01% | No change | 592 | $62K |
| MeadowBrook Investment Advisors LLC | 0.06% | No change | 574 | $60K |
| Deseret Mutual Benefit Administrators | 0.03% | No change | 566 | $59K |
| CVA Family Office, LLC | 0.01% | Add +0.9% | 565 | $59K |
| Bank & Trust Co | 0.05% | — | 550 | $57K |
| MCF Advisors LLC | 0.00% | No change | 528 | $55K |
| Arax Advisory Partners | 0.01% | Add +23.8% | 509 | $53K |
| Creekmur Asset Management LLC | 0.01% | Add +0.2% | 505 | $53K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 500 | $52K |
| Annapolis Financial Services, LLC | 0.02% | No change | 500 | $52K |
| North Star Investment Management Corp. | 0.00% | Reduce -41.1% | 500 | $52K |
| HM Payson & Co. | 0.00% | No change | 500 | $52K |
| Rational Advisors, Inc. | 0.01% | Reduce -5.0% | 498 | $52K |
| ORG Partners LLC | 0.01% | New | 480 | $50K |
| Friedenthal Financial | 0.03% | New | 476 | $50K |
| Manchester Capital Management LLC | 0.01% | Add +42.3% | 468 | $49K |
| Spire Wealth Management | 0.00% | Reduce -72.7% | 463 | $48K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 450 | $47K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -4.3% | 441 | $46K |
| Twin Tree Management, LP | 0.00% | New | 437 | $46K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +173.3% | 429 | $45K |
| Compass Wealth Management LLC | 0.01% | No change | 400 | $42K |
| Scarborough Advisors, LLC | 0.02% | Add +2.0% | 399 | $42K |
| Asset Dedication, LLC | 0.00% | Add +12.5% | 395 | $41K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 394 | $41K |
| Private Trust Co. NA | 0.00% | Reduce -55.9% | 356 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.6% | 355 | $37K |
| Princeton Global Asset Management LLC | 0.01% | No change | 350 | $36K |
| Silvant Capital Management LLC | 0.00% | No change | 348 | $36K |
| NFSG Corp | 0.01% | No change | 343 | $36K |
| Piscataqua Savings Bank | 0.03% | No change | 338 | $35K |
| West Financial Advisors, LLC | 0.01% | No change | 320 | $33K |
| Cypress Capital, LLC | 0.01% | New | 304 | $32K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $31K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -57.1% | 300 | $31K |
| Centerpoint Advisors, LLC | 0.01% | New | 300 | $31K |
| Financial Management Professionals, Inc. | 0.00% | Add +122.1% | 302 | $31K |
| Rise Advisors, LLC | 0.02% | Add +0.7% | 293 | $31K |
| Bell Investment Advisors, Inc | 0.01% | Add +2.1% | 290 | $30K |
| Meeder Asset Management Inc. | 0.00% | New | 283 | $30K |
| Manitou Investment Management Ltd. | 0.01% | No change | 270 | $28K |
| Covestor Ltd | 0.02% | Add +1.5% | 266 | $28K |
| Venturi Wealth Management, LLC | 0.00% | Add +409.6% | 265 | $28K |
| TruNorth Capital Management, LLC | 0.01% | New | 261 | $27K |
| Winch Advisory Services, LLC | 0.01% | Add +0.4% | 254 | $27K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 250 | $26K |
| Avior Wealth Management, LLC | 0.00% | Reduce -60.3% | 248 | $26K |
| First Foundation Advisors | 0.00% | New | 245 | $26K |
| Great Lakes Retirement, Inc. | 0.00% | New | 243 | $25K |
| Salem Investment Counselors Inc. | 0.00% | No change | 231 | $24K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 228 | $24K |
| Operose Advisors LLC | 0.01% | No change | 225 | $23K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 205 | $23K |
| Financial Perspectives, Inc | 0.01% | No change | 216 | $23K |
| Hollencrest Capital Management | 0.00% | No change | 215 | $22K |
| Fortitude Family Office, LLC | 0.01% | Reduce -6.6% | 211 | $22K |
| PSI Advisors, LLC | 0.01% | No change | 203 | $21K |
| GW&K Investment Management, LLC | 0.00% | Add +19.6% | 201 | $21K |
| Broadwater Capital Management LLC | 0.02% | No change | 200 | $21K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 200 | $21K |
| Global Trust Asset Management, LLC | 0.01% | No change | 200 | $21K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1029.4% | 192 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -0.5% | 191 | $20K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 186 | $19K |
| EdgeRock Capital LLC | 0.01% | New | 186 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 184 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +17.2% | 184 | $19K |
| Bank of New Hampshire | 0.00% | No change | 182 | $19K |
| Sound Income Strategies, LLC | 0.00% | Reduce -65.4% | 176 | $18K |
| Elequin Capital, LP | 0.01% | Reduce -19.8% | 174 | $18K |
| Sittner & Nelson, LLC | 0.01% | No change | 171 | $18K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.6% | 168 | $18K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 168 | $18K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 166 | $17K |
| Raleigh Capital Management Inc. | 0.01% | Add +17.0% | 158 | $16K |
| Park Place Capital Corp | 0.01% | No change | 151 | $16K |
| Hudson Edge Investment Partners Inc. | 0.00% | New | 150 | $16K |
| Concord Wealth Partners | 0.00% | Add +5.7% | 148 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 142 | $15K |
| Burkett Financial Services, LLC | 0.01% | Add +0.7% | 143 | $15K |
| NBT Bank, N.A. | 0.00% | Add +0.7% | 141 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 139 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 137 | $14K |
| M&R Capital Management Inc. | 0.00% | No change | 135 | $14K |
| Albion Financial Group | 0.00% | No change | 135 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 133 | $14K |
| Arlington Trust Co LLC | 0.00% | No change | 131 | $14K |
| Providence Capital Advisors, LLC | 0.00% | Add +158.0% | 129 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 128 | $13K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 127 | $13K |
| West Paces Advisors Inc. | 0.00% | Reduce -13.3% | 117 | $12K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 115 | $12K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 115 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | — | 108 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 106 | $11K |
| Abound Wealth Management | 0.00% | Reduce -5.4% | 106 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 115 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 104 | $11K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $10K |
| Barrett & Company, Inc. | 0.00% | No change | 100 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $10K |
| Trust Co. of Vermont | 0.00% | Reduce -39.0% | 100 | $10K |
| Fairway Wealth LLC | 0.01% | New | 99 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -66.7% | 100 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -98.7% | 90 | $9K |
| NewSquare Capital LLC | 0.00% | No change | 88 | $9K |
| Sachetta, LLC | 0.00% | Reduce -90.0% | 79 | $9K |
| Citizens National Bank Trust Department | 0.00% | No change | 83 | $9K |
| Red Tortoise LLC | 0.00% | No change | 81 | $8K |
| Y.D. More Investments Ltd | 0.00% | New | 78 | $8K |
| Raffa Wealth Management, LLC | 0.00% | No change | 73 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 72 | $8K |
| Dunhill Financial, LLC | 0.00% | Add +1.5% | 69 | $7K |
| Avion Wealth | 0.00% | Add +28.6% | 72 | $7K |
| Highline Wealth Partners LLC | 0.00% | Add +560.0% | 66 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +842.9% | 66 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +814.3% | 64 | $7K |
| Crewe Advisors LLC | 0.00% | Reduce -67.7% | 63 | $7K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 55 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 58 | $6K |
| Birchbrook, Inc. | 0.00% | No change | 57 | $6K |
| American National Bank & Trust | 0.00% | New | 55 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -66.2% | 51 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 50 | $5K |
| Peoples Bank | 0.00% | No change | 50 | $5K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 46 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +16.2% | 43 | $5K |
| Aspect Partners, LLC | 0.00% | Add +281.8% | 42 | $4K |
| Eagle Bay Advisors LLC | 0.00% | New | 34 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 34 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 34 | $4K |
| TFC Financial Management, Inc. | 0.00% | Add +23.1% | 32 | $3K |
| Belpointe Asset Management LLC | 0.00% | New | 31 | $3K |
| Planning Capital Management Corp | 0.00% | No change | 31 | $3K |
| Horizon Bancorp Inc. | 0.00% | No change | 26 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +200.0% | 27 | $3K |
| WR Wealth Planners, LLC | 0.00% | Add +100.0% | 28 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $2K |
| SouthState Bank Corp | 0.00% | New | 21 | $2K |
| Unique Wealth Strategies, LLC | 0.00% | New | 23 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 20 | $2K |
| Castleview Partners, LLC | 0.00% | Reduce -43.3% | 17 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | New | 17 | $2K |
| Nvwm, LLC | 0.00% | Add +45.5% | 16 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 15 | $2K |
| Anfield Capital Management, LLC | 0.00% | New | 14 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 14 | $1K |
| Core Alternative Capital | 0.00% | No change | 14 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 6 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| RFP Financial Group LLC | 0.00% | No change | 9 | $984 |
| Wetzel Investment Advisors, Inc. | 0.00% | New | 9 | $841 |
| Lynx Investment Advisory | 0.00% | — | 6 | $626 |
| Global Financial Private Client, LLC | 0.00% | No change | 6 | $626 |
| ClariVest Asset Management LLC | 0.00% | No change | 6 | $620 |
| TD Capital Management LLC | 0.00% | No change | 5 | $524 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $522 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -44.4% | 5 | $521 |
| Caitlin John, LLC | 0.00% | Reduce -83.3% | 1 | $104 |
| Loomis Sayles & Co. L P | 0.00% | New | 1 | $0 |
| Davis Selected Advisers | 0.00% | Reduce -25.8% | 96,500 | $0 |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.