WelltowerWELL
13F holders, Q3 2024 (September 30)1,062holders +62
124new positions
61sold out
10famous investors
$127.98avg. 13F price*
At the end of Q3 2024, 1,062 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 62 from Q2 2024. 124 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($12.3B), BlackRock, Inc. ($7.9B) and Cohen & Steers, Inc. ($4.9B). 10 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Welltower Inc.
- Sector
- Real Estate
- CUSIP
- 95040Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 124 | $144.2M |
| Exits | 61 | $76.8M |
All 13F filers, Q2 2024 → Q3 2024: 31,388,954 shares bought and 17,483,040 shares sold, net +13,905,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,062 holders
| Vanguard Group Inc. | 0.22% | Add +1.4% | 95,683,214 | $12.3B |
| BlackRock, Inc. | 0.17% | — | 61,536,936 | $7.9B |
| Cohen & Steers, Inc. | 8.67% | Reduce -2.3% | 38,025,738 | $4.9B |
| Capital International Investors | 0.90% | Add +2.3% | 36,777,912 | $4.7B |
| State Street Corp. | 0.19% | Add +0.1% | 35,629,771 | $4.6B |
| Norges Bank | 0.56% | Reduce -4.3% | 31,495,212 | $4.0B |
| Wellington Management Group LLP | 0.42% | Add +10.6% | 18,685,844 | $2.4B |
| Bank of America Corp. | 0.19% | Reduce -4.5% | 17,054,177 | $2.2B |
| FMR LLC | 0.11% | Add +38.1% | 14,428,564 | $1.8B |
| Geode Capital Management, LLC | 0.13% | Reduce -1.4% | 12,914,347 | $1.6B |
| JPMorgan Chase & Co. | 0.13% | Reduce -0.7% | 12,732,586 | $1.6B |
| Principal Financial Group Inc. | 0.85% | Reduce -2.1% | 12,174,792 | $1.6B |
| Dimensional Fund Advisors LP | 0.24% | Reduce -0.7% | 7,758,439 | $993.3M |
| Invesco Ltd. | 0.18% | Add +7.9% | 7,418,346 | $949.8M |
| Morgan Stanley | 0.07% | Reduce -2.4% | 7,190,531 | $920.6M |
| Legal & General Group Plc | 0.24% | Reduce -2.8% | 7,127,541 | $912.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.23% | Add +638.0% | 6,920,426 | $886.0M |
| Daiwa Securities Group Inc. | 4.00% | Reduce -7.2% | 6,698,839 | $857.7M |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -7.6% | 6,351,430 | $813.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.84% | Add +178.6% | 6,284,754 | $804.6M |
| Resolution Capital Ltd | 13.41% | Reduce -10.5% | 6,101,824 | $781.2M |
| Charles Schwab Investment Management Inc. | 0.15% | Add +0.8% | 6,066,213 | $776.7M |
| Northern Trust Corp. | 0.12% | Reduce -3.8% | 5,491,267 | $703.0M |
| Centersquare Investment Management LLC | 6.21% | Reduce -2.1% | 5,166,733 | $661.5M |
| Nuveen Asset Management, LLC | 0.17% | Add +1.7% | 4,837,441 | $619.3M |
| Deutsche Bank AG | 0.25% | Reduce -13.9% | 4,748,547 | $608.0M |
| Goldman Sachs Group Inc. | 0.10% | Add +3.2% | 4,028,717 | $515.8M |
| Russell Investments Group, Ltd. | 0.71% | Reduce -9.0% | 3,802,955 | $486.8M |
| Bank of New York Mellon Corp | 0.09% | Reduce -6.4% | 3,767,504 | $482.4M |
| Zimmer Partners, LP | 7.96% | No change | 3,316,750 | $424.6M |
| Amundi | 0.15% | Add +3.3% | 3,184,572 | $397.3M |
| Prudential Financial Inc. | 0.53% | Add +15.5% | 2,964,396 | $379.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.26% | Add +11.1% | 2,914,363 | $373.1M |
| PGGM Investments | 4.30% | Add +12.5% | 2,620,272 | $335.5M |
| Sei Investments Co. | 0.44% | Reduce -4.8% | 2,616,750 | $335.0M |
| Duff & Phelps Investment Management Co. | 3.73% | Add +3.7% | 2,537,296 | $324.9M |
| HSBC Holdings PLC | 0.18% | Add +46.6% | 2,199,011 | $281.2M |
| Canada Pension Plan Investment Board | 0.26% | Add +1.2% | 2,138,218 | $273.8M |
| Macquarie Group Ltd. | 0.27% | Reduce -4.3% | 1,954,830 | $250.3M |
| Swiss National Bank | 0.15% | Add +5.4% | 1,774,700 | $227.2M |
| UBS Group AG | 0.06% | Add +46.3% | 1,687,491 | $216.0M |
| Barclays PLC | 0.10% | Add +29.2% | 1,684,446 | $215.7M |
| Ameriprise Financial Inc. | 0.05% | Reduce -12.5% | 1,693,448 | $212.0M |
| CBRE Investment Management Listed Real Assets LLC | 3.38% | Reduce -11.6% | 1,651,939 | $211.5M |
| Citadel Advisors | 0.21% | Add +1639.4% | 1,546,604 | $198.0M |
| Voya Investment Management LLC | 0.23% | Reduce -31.8% | 1,459,947 | $186.7M |
| National Pension Service | 0.17% | Add +18.9% | 1,385,292 | $177.4M |
| Aew Capital Management L P | 7.55% | Add +1.4% | 1,370,348 | $175.4M |
| Lasalle Investment Management Securities LLC | 6.58% | Add +42.8% | 1,342,781 | $171.9M |
| APG Asset Management US Inc. | 1.14% | Add +6.2% | 1,314,566 | $167.7M |
| Aberdeen Group plc | 0.31% | Add +12.7% | 1,311,061 | $167.1M |
| Schroder Investment Management Group | 0.17% | Reduce -10.3% | 1,304,604 | $165.9M |
| Allianz Asset Management GmbH | 0.25% | Add +18.1% | 1,242,356 | $159.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.17% | Add +5.5% | 1,233,031 | $157.9M |
| American Century Companies Inc. | 0.09% | Reduce -14.9% | 1,195,674 | $153.1M |
| Rhumbline Advisers | 0.14% | Reduce -1.6% | 1,184,017 | $151.6M |
| Adelante Capital Management LLC | 9.61% | Add +0.7% | 1,162,695 | $148.9M |
| BNP Paribas Financial Markets | 0.14% | Add +130.8% | 1,148,541 | $147.0M |
| Nordea Investment Management AB | 0.17% | Reduce -4.9% | 1,152,868 | $146.7M |
| CANADA LIFE ASSURANCE Co | 0.25% | Reduce -5.7% | 1,115,346 | $142.9M |
| Janus Henderson Group PLC | 0.07% | Reduce -2.0% | 1,113,112 | $142.5M |
| Asset Management One Co., Ltd. | 0.50% | Reduce -2.7% | 1,107,457 | $141.8M |
| Public Employees Retirement System of Ohio | 0.60% | Reduce -1.6% | 1,094,781 | $140.2M |
| Wells Fargo & Company | 0.03% | Add +0.2% | 1,066,671 | $136.6M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -2.3% | 1,062,303 | $136.0M |
| Alliancebernstein L.P. | 0.05% | Reduce -15.8% | 1,060,953 | $135.8M |
| Nomura Asset Management Co. Ltd. | 0.42% | Add +15.6% | 1,047,984 | $134.2M |
| California Public Employees Retirement System | 0.09% | Add +1.6% | 1,029,058 | $131.8M |
| Baron Capital (BAMCO) | 0.33% | Add +20.3% | 974,759 | $124.8M |
| California State Teachers Retirement System | 0.14% | Add +2.6% | 930,390 | $119.1M |
| Marshall Wace, LLP | 0.14% | Add +1.4% | 855,363 | $109.5M |
| STRS Ohio | 0.39% | Reduce -9.9% | 796,687 | $102.0M |
| New York State Common Retirement Fund | 0.13% | Reduce -1.9% | 743,365 | $95.2M |
| Adage Capital Partners Gp, L.L.C. | 0.17% | Reduce -13.4% | 730,506 | $93.5M |
| Bank of Montreal | 0.04% | Reduce -4.3% | 726,130 | $92.4M |
| Squarepoint Ops LLC | 0.30% | Add +985.3% | 709,559 | $90.8M |
| Qube Research & Technologies Ltd | 0.17% | Reduce -65.0% | 706,754 | $90.5M |
| 1832 Asset Management L.P. | 0.14% | Add +1396.6% | 668,986 | $85.7M |
| Capital Research Global Investors | 0.02% | Add +1.8% | 663,946 | $85.0M |
| Swedbank AB | 0.11% | Add +2.8% | 646,046 | $82.7M |
| Heitman Real Estate Securities LLC | 4.30% | Reduce -40.1% | 616,148 | $78.9M |
| Aviva PLC | 0.21% | Add +22.6% | 613,910 | $78.6M |
| Neuberger Berman Group LLC | 0.06% | Reduce -0.2% | 613,060 | $78.5M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 586,764 | $75.1M |
| Millennium Management | 0.07% | Reduce -20.2% | 580,651 | $74.3M |
| State Board of Administration of Florida Retirement System | 0.14% | Add +1.1% | 564,775 | $72.3M |
| D. E. Shaw & Co. | 0.09% | Reduce -37.9% | 512,416 | $65.6M |
| Renaissance Technologies | 0.10% | Reduce -10.4% | 502,963 | $64.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.7% | 497,471 | $63.7M |
| Raymond James & Associates | 0.04% | Add +9.6% | 478,207 | $61.2M |
| Retirement Systems of Alabama | 0.23% | Add +3.7% | 470,419 | $60.2M |
| AXA S.A. | 0.18% | Reduce -3.2% | 466,139 | $59.7M |
| State of New Jersey Common Pension Fund D | 0.24% | Add +1.9% | 457,596 | $58.6M |
| New York State Teachers Retirement System | 0.12% | Reduce -0.2% | 455,825 | $58.4M |
| Border to Coast Pensions Partnership Ltd | 1.11% | Reduce -22.7% | 425,000 | $54.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.16% | Add +11.0% | 416,748 | $53.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -1.0% | 410,362 | $52.5M |
| Franklin Resources Inc. | 0.01% | Add +3.2% | 391,264 | $49.9M |
| Robeco Institutional Asset Management B.V. | 0.10% | Reduce -0.3% | 384,551 | $49.2M |
| UniSuper Management Pty Ltd | 0.37% | Add +0.8% | 383,380 | $49.1M |
| DekaBank Deutsche Girozentrale | 0.09% | Reduce -8.2% | 382,262 | $48.4M |
| State of Wisconsin Investment Board | 0.12% | Add +6.5% | 373,108 | $47.8M |
| CORDA Investment Management, LLC. | 3.68% | Reduce -13.8% | 368,388 | $47.2M |
| Victory Capital Management Inc. | 0.05% | Add +52.5% | 363,378 | $46.5M |
| Toronto Dominion Bank | 0.08% | Add +23.3% | 358,375 | $45.9M |
| State of Alaska, Department of Revenue | 0.49% | Add +0.6% | 357,099 | $45.7M |
| Capital International, Inc. | 0.57% | Add +0.7% | 355,737 | $45.5M |
| Uniplan Investment Counsel, Inc. | 3.99% | Reduce -8.5% | 350,361 | $44.9M |
| Bowen Hanes & Co. Inc. | 1.16% | Reduce -0.5% | 346,281 | $44.3M |
| AQR Capital Management | 0.06% | Add +155.2% | 347,168 | $44.1M |
| Natixis Advisors, LLC | 0.08% | Add +6.9% | 335,559 | $43.0M |
| Resona Asset Management Co.,Ltd. | 0.24% | Reduce -4.7% | 325,497 | $41.5M |
| FIL Ltd | 0.04% | Add +13.6% | 323,620 | $41.4M |
| Teacher Retirement System of Texas | 0.19% | Add +166.0% | 317,071 | $40.6M |
| Citigroup Inc. | 0.04% | Reduce -72.9% | 317,038 | $40.6M |
| Handelsbanken Fonder AB | 0.16% | Add +7.6% | 317,018 | $40.6M |
| Chevy Chase Trust Holdings, LLC | 0.12% | Reduce -4.6% | 312,820 | $40.1M |
| Nisa Investment Advisors, LLC | 0.23% | Reduce -4.2% | 310,109 | $39.7M |
| Employees Retirement System of Texas | 0.39% | Add +19.6% | 299,000 | $38.3M |
| Treasurer of the State of North Carolina | 0.15% | Reduce -0.3% | 290,252 | $37.2M |
| Van Eck Associates Corp. | 0.05% | Add +17.6% | 279,358 | $36.8M |
| Mackenzie Financial Corp. | 0.05% | Add +95.9% | 281,469 | $36.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +5.2% | 279,460 | $35.8M |
| Danske Bank A/S | 0.12% | Add +11.0% | 276,910 | $35.5M |
| Los Angeles Capital Management LLC | 0.14% | Add +0.7% | 273,069 | $35.0M |
| IFM Investors Pty Ltd | 0.32% | Add +3.9% | 264,368 | $33.8M |
| Braun Stacey Associates Inc. | 1.23% | Add +5.0% | 253,734 | $32.5M |
| Royal London Asset Management Ltd. | 0.08% | Add +5.7% | 245,798 | $31.5M |
| Korea Investment CORP | 0.07% | Reduce -52.0% | 243,712 | $31.2M |
| Storebrand Asset Management As | 0.10% | Add +30.0% | 241,315 | $30.9M |
| B&I Capital AG | 8.92% | Reduce -6.0% | 240,300 | $30.8M |
| National Bank of Canada | 0.04% | Add +43.1% | 235,245 | $30.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.19% | Reduce -2.0% | 231,479 | $29.6M |
| CI Investments Inc. | 0.11% | Add +0.5% | 230,780 | $29.5M |
| Cerity Partners LLC | 0.06% | Add +8.6% | 226,114 | $28.9M |
| KBC Group NV | 0.09% | Add +472.1% | 222,005 | $28.4M |
| UMB Bank, n.a. | 0.44% | Add +22.5% | 218,486 | $28.0M |
| State of Tennessee, Department of Treasury | 0.10% | Reduce -9.1% | 217,551 | $27.9M |
| LPL Financial LLC | 0.01% | Add +5.1% | 216,190 | $27.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.3% | 215,475 | $27.6M |
| ProShare Advisors LLC | 0.07% | Add +87.8% | 214,738 | $27.5M |
| TD Asset Management Inc | 0.02% | Add +5.6% | 215,595 | $27.4M |
| Cibc World Markets Corp. | 0.19% | Add +175.4% | 208,000 | $26.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +0.9% | 198,892 | $25.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +3.6% | 193,743 | $24.8M |
| Stifel Financial Corp. | 0.03% | Add +13.9% | 192,874 | $24.7M |
| NewEdge Wealth, LLC | 0.44% | Add +20.9% | 191,256 | $24.5M |
| Susquehanna International Group, LLP | 0.04% | Add +10.3% | 189,456 | $24.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.26% | Add +5.4% | 188,940 | $24.2M |
| Brookfield Corp | 0.14% | Reduce -44.3% | 187,195 | $24.0M |
| First Trust Advisors LP | 0.02% | Add +101.7% | 184,262 | $23.6M |
| Guggenheim Capital LLC | 0.17% | Add +41.5% | 182,998 | $23.4M |
| Vert Asset Management LLC | 7.97% | Add +0.5% | 180,451 | $23.1M |
| WestEnd Advisors, LLC | 0.56% | New | 176,791 | $22.6M |
| Candriam S.C.A. | 0.13% | Reduce -8.1% | 176,242 | $22.6M |
| Factory Mutual Insurance Co. | 0.23% | Add +186.3% | 173,800 | $22.3M |
| Capital Group Private Client Services, Inc. | 0.21% | Add +132.8% | 171,687 | $22.0M |
| Arizona State Retirement System | 0.14% | Add +4.0% | 171,437 | $21.9M |
| MetLife Investment Management, LLC | 0.12% | Reduce -5.2% | 168,461 | $21.6M |
| Sanctuary Advisors, LLC | 0.13% | Add +82.1% | 153,586 | $21.2M |
| Creative Planning | 0.02% | Add +2.3% | 165,077 | $21.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.57% | Add +26.3% | 158,022 | $20.2M |
| State of Michigan Retirement System | 0.10% | Reduce -3.7% | 157,609 | $20.2M |
| Forsta Ap-Fonden | 0.15% | Add +55.8% | 152,500 | $19.5M |
| Nissay Asset Management Corp. /Japan | 0.12% | Add +4.3% | 151,185 | $19.4M |
| Tudor Investment Corporation | 0.21% | Reduce -68.0% | 149,000 | $19.1M |
| Weiss Asset Management LP | 0.68% | New | 144,519 | $18.5M |
| Chilton Capital Management LLC | 0.77% | Reduce -13.3% | 144,404 | $18.5M |
| Ensign Peak Advisors, Inc | 0.03% | Add +4.1% | 144,345 | $18.5M |
| Corebridge Financial, Inc. | 0.10% | Reduce -5.8% | 143,866 | $18.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +18.0% | 142,881 | $18.3M |
| Twin Tree Management, LP | 0.42% | Add +32468.4% | 142,324 | $18.2M |
| Andra AP-fonden | 0.26% | Reduce -0.4% | 137,600 | $17.6M |
| New York Life Investment Management LLC | 0.17% | Reduce -10.4% | 137,595 | $17.6M |
| Acadian Asset Management LLC | 0.05% | Add +57.5% | 133,997 | $17.1M |
| Vestcor Inc | 0.53% | Add +5.3% | 132,167 | $16.9M |
| Varma Mutual Pension Insurance Co | 0.13% | Reduce -5.6% | 124,776 | $16.8M |
| Jane Street Group, LLC | 0.03% | Reduce -63.9% | 128,326 | $16.4M |
| Alyeska Investment Group, L.P. | 0.08% | New | 127,694 | $16.3M |
| Tiaa Trust, National Association | 0.05% | Reduce -1.3% | 127,129 | $16.3M |
| TCW Group Inc. | 0.14% | Reduce -7.0% | 125,671 | $16.1M |
| Prudential PLC | 0.08% | Add +26.5% | 124,643 | $16.0M |
| USS Investment Management Ltd | 0.12% | Add +0.1% | 123,972 | $15.9M |
| Manning & Napier Advisors LLC | 0.17% | Reduce -13.6% | 122,317 | $15.7M |
| Teachers Retirement System of the State of Kentucky | 0.14% | Add +0.5% | 121,916 | $15.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.6% | 120,134 | $15.4M |
| Caisse de depot et placement du Quebec | 0.03% | New | 120,000 | $15.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Add +4.9% | 118,242 | $15.1M |
| Czech National Bank | 0.15% | Add +3.5% | 117,885 | $15.1M |
| Epoch Investment Partners, Inc. | 0.07% | Reduce -11.1% | 117,001 | $15.0M |
| Calamos Advisors LLC | 0.10% | Reduce -2.4% | 116,954 | $15.0M |
| Amalgamated Bank | 0.12% | Reduce -4.2% | 114,942 | $14.7M |
| Yousif Capital Management, LLC | 0.15% | Add +3.3% | 105,871 | $13.6M |
| DNB Asset Management AS | 0.06% | Add +9.9% | 105,044 | $13.4M |
| Natixis | 0.08% | Reduce -65.8% | 104,256 | $13.3M |
| Point72 Asset Management | 0.05% | Add +677.1% | 103,535 | $13.3M |
| Westpac Banking Corp. | 0.88% | Add +0.4% | 102,730 | $13.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -22.1% | 102,000 | $13.1M |
| Public Sector Pension Investment Board | 0.07% | Add +17.7% | 101,662 | $13.0M |
| Makena Capital Management LLC | 3.12% | Reduce -2.7% | 101,577 | $13.0M |
| Keybank National Association | 0.05% | Reduce -83.4% | 100,145 | $12.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.08% | Reduce -8.4% | 99,764 | $12.8M |
| Utah Retirement Systems | 0.14% | Add +2.3% | 99,703 | $12.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.9% | 95,812 | $12.3M |
| Metis Global Partners, LLC | 0.36% | Add +19.2% | 90,618 | $11.6M |
| Transform Wealth, LLC | 0.76% | Add +11.4% | 90,078 | $11.5M |
| Cetera Investment Advisers | 0.02% | Add +3.4% | 88,632 | $11.3M |
| HighTower Advisors, LLC | 0.02% | Add +30.4% | 87,588 | $11.2M |
| AQR Arbitrage LLC | 0.45% | Add +18.8% | 85,942 | $10.9M |
| CIBC Asset Management Inc | 0.04% | Add +5.8% | 84,541 | $10.8M |
| Trust Co. of Toledo NA | 1.44% | Reduce -1.4% | 83,280 | $10.7M |
| Xponance LLC | 0.10% | Add +2.9% | 83,141 | $10.6M |
| AMF Tjanstepension AB | 0.08% | No change | 83,047 | $10.6M |
| Venture Visionary Partners LLC | 0.47% | Reduce -5.4% | 83,067 | $10.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +37.3% | 90,265 | $10.6M |
| Rafferty Asset Management, LLC | 0.04% | Reduce -0.4% | 82,258 | $10.5M |
| LGT Group Foundation | 0.17% | Reduce -8.4% | 82,413 | $10.5M |
| Tredje AP-fonden | 0.09% | No change | 81,421 | $10.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +11.1% | 80,492 | $10.3M |
| Public Employees Retirement Association of Colorado | 0.04% | Add +1.4% | 80,219 | $10.3M |
| Mariner, LLC | 0.02% | Add +4.6% | 79,618 | $10.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -1.0% | 79,509 | $10.2M |
| Bank of Nova Scotia | 0.02% | Add +21.4% | 78,545 | $10.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.10% | — | 78,439 | $10.0M |
| Captrust Financial Advisors | 0.03% | Reduce -5.3% | 78,170 | $10.0M |
| M&T Bank Corp | 0.03% | Add +3.2% | 77,858 | $10.0M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -5.3% | 77,373 | $9.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.10% | Add +40.4% | 74,728 | $9.6M |
| SG Americas Securities, LLC | 0.04% | Reduce -27.6% | 74,481 | $9.5M |
| Pacer Advisors, Inc. | 0.02% | Add +74.3% | 73,455 | $9.4M |
| GSI Capital Advisors LLC | 4.71% | Reduce -10.3% | 73,450 | $9.4M |
| CENTRAL TRUST Co | 0.22% | Reduce -2.4% | 73,205 | $9.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -9.8% | 73,052 | $9.4M |
| Fred Alger Management, LLC | 0.05% | Add +67.0% | 73,033 | $9.4M |
| Credit Agricole S A | 0.05% | Add +17.5% | 70,843 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.8% | 70,276 | $9.0M |
| Windle Wealth, LLC | 4.81% | Add +0.5% | 69,171 | $8.9M |
| QRG Capital Management, Inc. | 0.09% | Add +23.5% | 68,348 | $8.8M |
| Intech Investment Management LLC | 0.10% | Add +120.0% | 67,065 | $8.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +23.2% | 66,802 | $8.6M |
| Pensionfund PDN | 3.74% | No change | 63,753 | $8.2M |
| Agf Management Ltd. | 0.04% | Add +2.6% | 61,259 | $7.8M |
| Cibc World Market Inc. | 0.02% | Add +39.8% | 60,761 | $7.8M |
| Fifth Third Bancorp | 0.03% | Add +3.3% | 58,086 | $7.4M |
| Vanguard Personalized Indexing Management, LLC | 0.12% | Add +11.0% | 56,627 | $7.2M |
| Inspire Investing, LLC | 0.74% | Add +2118.3% | 56,324 | $7.2M |
| Harbour Trust & Investment Management Co | 0.81% | Reduce -0.3% | 55,545 | $7.1M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +11.2% | 55,489 | $7.1M |
| Advisors Management Group Inc. | 1.67% | Reduce -0.3% | 55,292 | $7.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -0.9% | 54,878 | $7.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.26% | Add +132.2% | 52,885 | $6.8M |
| Elo Mutual Pension Insurance Co | 0.14% | Reduce -5.3% | 52,781 | $6.8M |
| Connors Investor Services Inc. | 0.65% | Reduce -55.4% | 52,646 | $6.7M |
| Liberty Mutual Group Asset Management Inc. | 1.01% | Reduce -40.5% | 51,858 | $6.6M |
| Azimuth Capital Investment Management LLC | 0.26% | Reduce -15.2% | 51,580 | $6.6M |
| Oregon Public Employees Retirement Fund | 0.12% | Reduce -3.5% | 49,538 | $6.3M |
| Windward Capital Management Co. | 0.48% | Add +3.4% | 49,461 | $6.3M |
| Norinchukin Bank, The | 0.15% | Add +2.5% | 49,302 | $6.3M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -0.2% | 47,198 | $6.0M |
| Capital Fund Management S.A. | 0.07% | Reduce -59.4% | 47,003 | $6.0M |
| Carret Asset Management, LLC | 0.64% | Reduce -7.2% | 46,351 | $5.9M |
| Gulf International Bank (UK) Ltd | 0.15% | Add +2.1% | 46,344 | $5.9M |
| Ethic Inc. | 0.15% | Reduce -5.7% | 63,202 | $5.9M |
| Advisors Asset Management, Inc. | 0.11% | Add +8.2% | 45,925 | $5.9M |
| CPC Advisors, LLC | 0.87% | Add +5.3% | 45,757 | $5.9M |
| Callahan Advisors, LLC | 0.57% | Reduce -3.3% | 45,532 | $5.8M |
| Vident Advisory, LLC | 0.14% | Reduce -51.8% | 44,952 | $5.8M |
| US Bancorp \de | 0.01% | Reduce -2.7% | 44,837 | $5.7M |
| Wealthfront Advisers LLC | 0.02% | Reduce -0.1% | 44,620 | $5.7M |
| Pathstone Holdings, LLC | 0.03% | Add +1.2% | 44,609 | $5.7M |
| Garland Capital Management Inc. | 4.35% | Reduce -13.5% | 44,213 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +22.0% | 44,027 | $5.6M |
| Pinnacle Associates Ltd. | 0.09% | Add +2.2% | 61,590 | $5.6M |
| Jones Financial Companies LLLP | 0.01% | Add +90.1% | 41,832 | $5.3M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -1.4% | 40,737 | $5.2M |
| Kentucky Retirement Systems | 0.15% | Reduce -10.5% | 40,315 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 39,664 | $5.1M |
| Banque Cantonale Vaudoise | 0.21% | Add +97.1% | 39,480 | $5.1M |
| Mizuho Securities USA LLC | 0.10% | Reduce -18.6% | 37,525 | $4.8M |
| Sterling Capital Management LLC | 0.06% | — | 37,299 | $4.8M |
| Hartford Investment Management Co. | 0.15% | Reduce -4.8% | 36,483 | $4.7M |
| Quantinno Capital Management LP | 0.06% | Add +11.9% | 36,423 | $4.7M |
| Impax Asset Management Group plc | 0.02% | Add +23.5% | 36,375 | $4.7M |
| KMG Fiduciary Partners, LLC | 0.40% | Reduce -1.0% | 36,311 | $4.6M |
| Stevens Capital Management LP | 0.66% | New | 36,148 | $4.6M |
| Buckingham Capital Management, Inc. | 0.53% | Add +29.6% | 35,954 | $4.6M |
| Spirit of America Management Corp. | 0.91% | Add +1.9% | 35,825 | $4.6M |
| Gotham Asset Management | 0.05% | Add +0.1% | 35,485 | $4.5M |
| MML Investors Services, LLC | 0.02% | Add +1.3% | 35,467 | $4.5M |
| Brown Advisory Inc. | 0.01% | Reduce -0.5% | 35,237 | $4.5M |
| Atria Investments, Inc | 0.06% | Add +20.3% | 35,072 | $4.5M |
| Maryland State Retirement & Pension System | 0.09% | Reduce -24.6% | 34,766 | $4.5M |
| D L Carlson Investment Group Inc. | 0.81% | Reduce -0.1% | 34,748 | $4.4M |
| DoubleLine ETF Adviser LP | 1.08% | New | 34,692 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.3% | 34,512 | $4.4M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -10.9% | 34,383 | $4.4M |
| Sarasin & Partners LLP | 0.04% | No change | 33,962 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -41.8% | 33,167 | $4.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.28% | New | 33,000 | $4.2M |
| Spinnaker Trust | 0.26% | Reduce -1.0% | 32,706 | $4.2M |
| Westover Capital Advisors, LLC | 0.80% | Reduce -0.4% | 32,673 | $4.2M |
| Louisiana State Employees Retirement System | 0.08% | Reduce -3.5% | 32,600 | $4.2M |
| Naviter Wealth, LLC | 0.57% | Reduce -8.0% | 32,062 | $4.1M |
| GeoWealth Management, LLC | 0.14% | Add +18.3% | 32,061 | $4.1M |
| Securian Asset Management, Inc. | 0.12% | Reduce -6.9% | 32,005 | $4.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.07% | Reduce -11.8% | 31,220 | $4.0M |
| Legacy CG, LLC | 1.29% | New | 30,845 | $3.9M |
| Rainey & Randall Wealth Advisors Inc. | 0.84% | Add +0.1% | 30,513 | $3.9M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +183.6% | 30,357 | $3.9M |
| Swiss Life Asset Management Ltd | 0.04% | Reduce -12.6% | 30,074 | $3.8M |
| Tower Research Capital LLC (TRC) | 0.10% | Reduce -50.6% | 29,830 | $3.8M |
| Davis Selected Advisers | 0.02% | Reduce -69.2% | 29,740 | $3.8M |
| Blair William & Co. | 0.01% | Reduce -0.6% | 29,399 | $3.8M |
| Danica Pension, Livsforsikringsaktieselskab | 0.07% | Add +28.5% | 29,360 | $3.8M |
| New Mexico Educational Retirement Board | 0.13% | Add +5.0% | 29,248 | $3.7M |
| Daiichi Life Insurance Co., Ltd. | 0.09% | No change | 29,247 | $3.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Reduce -0.5% | 29,010 | $3.7M |
| Vanderbilt University | 0.68% | Reduce -9.3% | 28,861 | $3.7M |
| Ranger Global Real Estate Advisors, LLC | 1.59% | New | 28,717 | $3.7M |
| Pensionfund Sabic | 1.14% | Reduce -14.1% | 28,559 | $3.7M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.04% | — | 28,504 | $3.6M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -34.0% | 28,504 | $3.6M |
| Shell Asset Management Co. | 0.16% | — | 28,373 | $3.6M |
| Trek Financial, LLC | 0.27% | Reduce -14.7% | 27,918 | $3.6M |
| Crossmark Global Holdings, Inc. | 0.06% | Reduce -1.0% | 27,838 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -1.1% | 27,780 | $3.6M |
| ING Groep NV | 0.02% | New | 27,191 | $3.5M |
| Raymond James Trust N.A. | 0.08% | Add +10.2% | 27,183 | $3.5M |
| Erste Asset Management GmbH | 0.04% | Add +7.5% | 27,200 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -12.0% | 27,126 | $3.4M |
| Nicola Wealth Management LTD. | 0.27% | Reduce -17.5% | 19,795 | $3.4M |
| Dean Investment Associates, LLC | 0.46% | Reduce -3.2% | 26,448 | $3.4M |
| Kornitzer Capital Management Inc. | 0.06% | Reduce -20.2% | 26,400 | $3.4M |
| Boston Family Office LLC | 0.23% | Add +1.6% | 26,217 | $3.4M |
| Romano Brothers and Company | 0.42% | Reduce -0.4% | 26,053 | $3.3M |
| Appleton Partners Inc. | 0.24% | Reduce -0.8% | 26,004 | $3.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 25,500 | $3.3M |
| Twinbeech Capital LP | 0.06% | New | 25,413 | $3.3M |
| Summit Place Financial Advisors, LLC | 1.81% | Reduce -15.0% | 25,400 | $3.3M |
| Meiji Yasuda Life Insurance Co | 0.06% | Add +9.5% | 25,342 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -6.1% | 25,203 | $3.2M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.35% | Reduce -2.2% | 25,027 | $3.2M |
| NEOS Investment Management LLC | 0.09% | Add +25.2% | 24,200 | $3.1M |
| Avitas Wealth Management LLC | 0.43% | Add +1.4% | 24,160 | $3.1M |
| E. Ohman J:or Asset Management AB | 0.08% | Reduce -1.4% | 24,054 | $3.1M |
| GAMCO Investors | 0.03% | Reduce -2.1% | 23,750 | $3.0M |
| WESPAC Advisors SoCal, LLC | 0.70% | New | 23,744 | $3.0M |
| Walleye Capital LLC | 0.04% | Add +129.6% | 23,554 | $3.0M |
| Perpetual Ltd | 0.03% | Reduce -22.7% | 23,384 | $3.0M |
| Red Cedar Investment Management, LLC | 0.37% | Add +209.0% | 22,986 | $2.9M |
| MAI Capital Management | 0.03% | Reduce -2.8% | 22,927 | $2.9M |
| Ieq Capital, LLC | 0.04% | Add +9.9% | 22,585 | $2.9M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +0.6% | 22,404 | $2.9M |
| Moran Wealth Management, LLC | 0.09% | Reduce -0.6% | 21,636 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.7% | 21,504 | $2.8M |
| Commerce Bank | 0.02% | Reduce -8.5% | 21,331 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +24.4% | 21,097 | $2.7M |
| Tidal Investments LLC | 0.03% | Add +46.2% | 21,016 | $2.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Add +1.2% | 20,997 | $2.7M |
| First Trust Direct Indexing L.P. | 0.14% | Add +18.6% | 20,919 | $2.7M |
| Kintegral Advisory, LLC | 0.25% | Reduce -1.3% | 20,913 | $2.7M |
| FJ Capital Management LLC | 0.28% | Reduce -6.6% | 20,642 | $2.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +19.4% | 20,566 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.6% | 20,404 | $2.6M |
| Ossiam | 0.05% | Reduce -26.1% | 20,263 | $2.6M |
| Allstate Corp. | 0.25% | Reduce -30.7% | 20,201 | $2.6M |
| Merit Financial Group, LLC | 0.06% | Reduce -33.0% | 20,066 | $2.6M |
| Lazard Asset Management LLC | 0.00% | Add +134.5% | 19,979 | $2.6M |
| Centiva Capital, LP | 0.12% | Add +269.8% | 19,903 | $2.5M |
| Investment Management Corp of Ontario | 0.06% | Add +57.1% | 19,816 | $2.5M |
| Benjamin Edwards Inc. | 0.04% | Add +35.2% | 19,722 | $2.5M |
| Vontobel Holding Ltd. | 0.01% | Add +10.4% | 19,617 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.5% | 19,616 | $2.5M |
| GRS Advisors, LLC | 0.24% | Reduce -94.1% | 19,527 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -0.4% | 19,263 | $2.5M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 19,259 | $2.5M |
| Prelude Capital Management, LLC | 0.19% | Add +7.4% | 19,140 | $2.5M |
| Beck Capital Management, LLC | 0.65% | New | 19,138 | $2.5M |
| Sheaff Brock Investment Advisors, LLC | 0.21% | Reduce -1.4% | 19,109 | $2.4M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -1.6% | 18,875 | $2.4M |
| GYL Financial Synergies, LLC | 0.18% | Reduce -2.2% | 18,699 | $2.4M |
| Forte Capital LLC | 0.27% | Reduce -0.2% | 18,618 | $2.4M |
| Aster Capital Management (DIFC) Ltd | 0.52% | — | 18,607 | $2.4M |
| Diversified Trust Co. | 0.06% | Add +93.8% | 18,474 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -3.6% | 18,341 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -0.8% | 18,301 | $2.3M |
| Praxis Investment Management Inc. | 0.14% | No change | 17,680 | $2.3M |
| Tokio Marine Asset Management Co. Ltd. | 0.10% | Add +15.0% | 17,636 | $2.3M |
| Federated Hermes, Inc. | 0.00% | Add +86.6% | 17,422 | $2.2M |
| V-Square Quantitative Management LLC | 0.32% | Add +2.2% | 17,220 | $2.2M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.15% | Reduce -11.2% | 17,134 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +5.9% | 17,118 | $2.2M |
| Paloma Partners Management Co | 0.15% | Add +39.4% | 17,017 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.7% | 16,812 | $2.2M |
| Longbow Finance SA | 0.23% | New | 16,746 | $2.1M |
| Proquility Private Wealth Partners, LLC | 0.69% | Reduce -18.5% | 16,743 | $2.1M |
| Sumitomo Life Insurance Co. | 0.04% | Add +2.4% | 16,672 | $2.1M |
| Wambolt & Associates, LLC | 0.58% | Add +2.7% | 16,615 | $2.1M |
| Edgemoor Investment Advisors, Inc. | 0.18% | Reduce -0.5% | 16,420 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.3% | 16,280 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +5.3% | 16,280 | $2.1M |
| O'ROURKE & COMPANY, Inc | 1.04% | Add +0.1% | 16,277 | $2.1M |
| Profund Advisors LLC | 0.08% | Add +75.1% | 16,222 | $2.1M |
| Liberty Capital Management, Inc. | 0.46% | No change | 16,179 | $2.1M |
| Hamilton Capital Partners Inc. | 0.18% | Add +293.6% | 16,150 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -41.9% | 15,947 | $2.0M |
| Brevan Howard Capital Management LP | 0.10% | New | 15,842 | $2.0M |
| Cullinan Associates Inc. | 0.11% | Reduce -11.8% | 15,155 | $2.0M |
| RDA Financial Network | 0.61% | Reduce -4.8% | 15,391 | $2.0M |
| GC Wealth Management RIA, LLC | 0.34% | Add +61.1% | 15,371 | $2.0M |
| Sandy Spring Bank | 0.08% | Reduce -1.6% | 15,351 | $2.0M |
| Verde Capital Management | 0.58% | Add +2.5% | 15,199 | $1.9M |
| Dean Capital Management | 0.82% | New | 15,042 | $1.9M |
| Fairfield Financial Advisors, LTD | 0.65% | Add +2.7% | 14,921 | $1.9M |
| Wahed Invest LLC | 0.33% | Add +13.8% | 14,643 | $1.9M |
| Creegan & Nassoura Financial Group, LLC | 1.17% | No change | 14,557 | $1.9M |
| Old Second National Bank of Aurora | 0.45% | Reduce -3.0% | 14,524 | $1.9M |
| NTV Asset Management LLC | 0.25% | No change | 14,444 | $1.8M |
| Bard Associates Inc. | 0.63% | Reduce -3.4% | 14,384 | $1.8M |
| Cwm, LLC | 0.01% | Reduce -3.7% | 14,364 | $1.8M |
| Choreo, LLC | 0.03% | Add +9.8% | 14,381 | $1.8M |
| Harvest Fund Management Co., Ltd | 0.11% | Add +75.7% | 13,823 | $1.8M |
| AIA Group Ltd | 0.05% | Add +4.5% | 13,800 | $1.8M |
| Advance Capital Management, Inc. | 0.08% | No change | 13,673 | $1.8M |
| American Financial Advisors, LLC | 0.24% | Reduce -0.5% | 13,546 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 13,466 | $1.7M |
| Beacon Financial Planning, Inc. | 1.06% | Add +478.3% | 13,422 | $1.7M |
| Capital International Sarl | 0.04% | Add +27.7% | 13,350 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -88.2% | 13,310 | $1.7M |
| United Services Automobile Association | 0.04% | Reduce -4.9% | 13,183 | $1.7M |
| Wesbanco Bank Inc. | 0.06% | Reduce -0.6% | 13,158 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +13.3% | 13,097 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +338.0% | 13,043 | $1.7M |
| Easterly Investment Partners LLC | 0.13% | New | 13,012 | $1.7M |
| &partners | 0.03% | Add +135.6% | 12,992 | $1.7M |
| Arbor Capital Management Inc. | 1.56% | Reduce -14.1% | 12,932 | $1.7M |
| Old North State Wealth Management, LLC | 0.92% | Add +0.6% | 12,864 | $1.6M |
| Lombard Odier Asset Management (Switzerland) SA | 0.14% | Add +9.7% | 12,823 | $1.6M |
| Bleakley Financial Group, LLC | 0.05% | Add +5.0% | 12,790 | $1.6M |
| Meeder Advisory Services, Inc. | 0.10% | Reduce -1.1% | 12,361 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +37.8% | 12,222 | $1.6M |
| Garrison Bradford & Associates Inc. | 1.54% | Reduce -1.7% | 12,167 | $1.6M |
| Catalyst Funds Management Pty Ltd | 0.34% | New | 12,000 | $1.5M |
| HighPoint Advisor Group LLC | 0.09% | Reduce -16.1% | 11,995 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.8% | 11,891 | $1.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.52% | Reduce -1.0% | 11,719 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 11,693 | $1.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.16% | Reduce -28.3% | 11,666 | $1.5M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.6% | 11,643 | $1.5M |
| ProVise Management Group, LLC | 0.12% | Reduce -0.9% | 11,582 | $1.5M |
| LGT Fund Management Co Ltd. | 0.15% | Reduce -2.4% | 11,580 | $1.5M |
| Banco Santander, S.A. | 0.02% | Reduce -1.7% | 11,286 | $1.4M |
| Verition Fund Management LLC | 0.01% | Reduce -47.2% | 11,241 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.3% | 11,206 | $1.4M |
| Denali Advisors LLC | 0.15% | New | 11,148 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +20.0% | 11,130 | $1.4M |
| Independent Advisor Alliance | 0.05% | Add +0.1% | 11,049 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +6.8% | 10,983 | $1.4M |
| Gray Wealth Management Inc. | 0.55% | Add +0.2% | 10,935 | $1.4M |
| Welch Group, LLC | 0.06% | No change | 10,700 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -6.6% | 10,662 | $1.4M |
| Stephens Inc. | 0.02% | Add +57.1% | 10,610 | $1.4M |
| Paradigm Asset Management Co. LLC | 0.35% | No change | 10,538 | $1.3M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -1.7% | 10,408 | $1.3M |
| PFG Investments, LLC | 0.09% | Add +0.1% | 10,316 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +10.4% | 10,236 | $1.3M |
| Empowered Funds, LLC | 0.02% | Add +7.4% | 10,094 | $1.3M |
| TrinityPoint Wealth, LLC | 0.19% | Add +252.9% | 10,068 | $1.3M |
| American Assets Investment Management, LLC | 0.11% | No change | 10,000 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -3.5% | 9,826 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +5.4% | 9,747 | $1.2M |
| Azzad Asset Management Inc. | 0.14% | Add +4.0% | 9,743 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | Add +6.1% | 9,737 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +0.9% | 9,617 | $1.2M |
| Jeppson Wealth Management, LLC | 0.44% | Reduce -0.5% | 9,573 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.4% | 9,409 | $1.2M |
| Greenland Capital Management LP | 0.22% | Reduce -53.9% | 9,400 | $1.2M |
| Dakota Wealth Management | 0.03% | Add +17.4% | 9,336 | $1.2M |
| GAMMA Investing LLC | 0.12% | Add +32.0% | 9,083 | $1.2M |
| Greenleaf Trust | 0.01% | Add +0.7% | 9,079 | $1.2M |
| Trueblood Wealth Management, LLC | 0.58% | Add +0.0% | 9,063 | $1.2M |
| Checchi Capital Advisers, LLC | 0.09% | Reduce -3.0% | 9,034 | $1.2M |
| USA Financial Formulas | 0.18% | Reduce -18.4% | 8,927 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.23% | Reduce -4.6% | 8,907 | $1.1M |
| GTS Securities LLC | 0.02% | New | 8,900 | $1.1M |
| Schnieders Capital Management LLC | 0.22% | Add +4.7% | 8,790 | $1.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -0.1% | 8,776 | $1.1M |
| Wolverine Trading, LLC | 0.03% | Reduce -53.4% | 8,815 | $1.1M |
| Penserra Capital Management LLC | 0.02% | Reduce -1.4% | 8,754 | $1.1M |
| Tradewinds, LLC. | 0.34% | Reduce -2.8% | 8,689 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +19.9% | 8,629 | $1.1M |
| American Assets Capital Advisers, LLC | 0.34% | Reduce -11.7% | 8,612 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -17.4% | 8,609 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +100.2% | 8,586 | $1.1M |
| Caprock Group, LLC | 0.04% | Add +38.8% | 8,529 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -1.0% | 8,502 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Add +5.8% | 8,450 | $1.1M |
| Waterloo Capital, L.P. | 0.12% | New | 8,368 | $1.1M |
| Community Bank & Trust, Waco, Texas | 0.24% | Reduce -0.8% | 8,259 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -11.3% | 8,123 | $1.0M |
| Virtus Advisers, LLC | 0.48% | New | 8,065 | $1.0M |
| Quadrant Capital Group LLC | 0.07% | Reduce -1.2% | 8,065 | $1.0M |
| Atlantic Union Bankshares Corp | 0.06% | No change | 8,000 | $1.0M |
| Horizon Investments, LLC | 0.03% | Reduce -8.9% | 7,883 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -3.6% | 7,836 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.4% | 7,824 | $1.0M |
| Carnegie Investment Counsel | 0.03% | Reduce -1.8% | 7,808 | $1000K |
| Siemens Fonds Invest GmbH | 0.08% | Add +16.7% | 7,644 | $979K |
| Axecap Investments, LLC | 0.74% | — | 7,622 | $976K |
| Prestige Wealth Management Group LLC | 0.20% | Add +8365.6% | 7,619 | $975K |
| Stiles Financial Services Inc | 0.34% | Add +0.3% | 7,589 | $972K |
| Ameritas Advisory Services, LLC | 0.04% | Add +15.9% | 7,448 | $954K |
| Bessemer Group Inc. | 0.00% | Add +73.0% | 7,297 | $933K |
| Abn Amro Investment Solutions | 0.02% | Add +23.0% | 7,278 | $932K |
| Boothbay Fund Management, LLC | 0.03% | Add +10.0% | 7,240 | $927K |
| Mgo One Seven LLC | 0.04% | Reduce -0.4% | 7,233 | $926K |
| Wolverine Asset Management LLC | 0.09% | New | 7,176 | $919K |
| Engineers Gate Manager LP | 0.02% | New | 7,019 | $899K |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -0.2% | 6,973 | $893K |
| Jackson Creek Investment Advisors LLC | 0.26% | Reduce -2.1% | 6,908 | $884K |
| MQS Management LLC | 0.49% | Add +88.1% | 6,834 | $875K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.8% | 6,827 | $874K |
| Richwood Investment Advisors, LLC | 0.72% | Reduce -0.4% | 6,820 | $873K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.1% | 6,460 | $871K |
| Busey Bank | 0.03% | Reduce -16.9% | 6,754 | $865K |
| Glenmede Trust Co. NA | 0.00% | Add +8.8% | 6,702 | $858K |
| Allianz SE | 0.02% | Add +5.9% | 6,640 | $850K |
| Monetary Management Group Inc. | 0.22% | Reduce -8.7% | 6,600 | $845K |
| Greenup Street Wealth Management LLC | 0.17% | Add +0.4% | 6,599 | $845K |
| Groupama Asset Managment | 0.02% | Reduce -49.9% | 8,153 | $838K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -0.1% | 6,545 | $838K |
| IHT Wealth Management, LLC | 0.02% | Add +28.2% | 6,550 | $838K |
| Pitcairn Co. | 0.05% | Add +130.6% | 6,513 | $834K |
| Wedmont Private Capital | 0.05% | Reduce -2.7% | 6,688 | $831K |
| Arkadios Wealth Advisors | 0.05% | Reduce -8.2% | 6,486 | $830K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 6,468 | $828K |
| Burke & Herbert Bank & Trust Co. | 0.19% | Reduce -0.9% | 6,408 | $820K |
| Fulcrum Capital LLC | 0.18% | Reduce -10.2% | 6,368 | $815K |
| Friedenthal Financial | 0.48% | Add +1231.3% | 6,337 | $811K |
| Madden Advisory Services, Inc. | 0.37% | Reduce -3.6% | 6,270 | $803K |
| Northwest & Ethical Investments L.P. | 0.02% | New | 6,266 | $802K |
| Ingalls & Snyder LLC | 0.03% | Reduce -1.3% | 6,246 | $800K |
| Cigna Investments Inc. | 0.14% | Add +1.0% | 6,187 | $792K |
| Dodds Wealth, LLC | 0.26% | No change | 6,422 | $791K |
| Savant Capital, LLC | 0.01% | Reduce -25.6% | 6,148 | $787K |
| Pacific Sun Financial Corp | 0.43% | Reduce -8.9% | 6,138 | $786K |
| Dudley Capital Management, LLC | 0.41% | No change | 6,075 | $778K |
| Bailard, Inc. | 0.02% | Add +7.2% | 6,043 | $774K |
| Values First Advisors, Inc. | 0.42% | Reduce -0.4% | 5,997 | $768K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.8% | 5,956 | $763K |
| Everhart Financial Group, Inc. | 0.17% | Add +13.5% | 5,917 | $758K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -6.8% | 5,861 | $750K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.1% | 5,857 | $750K |
| NorthRock Partners, LLC | 0.02% | Add +2.4% | 5,846 | $748K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -1.4% | 5,835 | $747K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -72.8% | 5,778 | $740K |
| APG Asset Management N.V. | 0.00% | Reduce -90.8% | 6,387 | $733K |
| Assetmark, Inc. | 0.00% | Add +162.8% | 5,703 | $730K |
| Ballentine Partners, LLC | 0.01% | Add +2.1% | 5,595 | $716K |
| Texas Yale Capital Corp. | 0.03% | Add +5.4% | 5,545 | $710K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +43.1% | 5,525 | $707K |
| Sigma Planning Corp | 0.02% | Add +166.1% | 5,524 | $707K |
| Edgestream Partners, L.P. | 0.03% | Reduce -10.6% | 5,500 | $704K |
| Lumbard & Kellner, LLC | 0.31% | No change | 5,496 | $704K |
| Huntington National Bank | 0.01% | Reduce -3.1% | 5,459 | $699K |
| Townsquare Capital LLC | 0.01% | Add +73.0% | 5,446 | $697K |
| Sara-Bay Financial | 0.25% | Reduce -10.9% | 5,352 | $685K |
| Retirement Planning Co of New England, Inc. | 0.34% | Reduce -5.0% | 5,344 | $684K |
| Jump Financial, LLC | 0.01% | Reduce -5.6% | 5,315 | $680K |
| CenterBook Partners LP | 0.04% | New | 5,298 | $678K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +2.5% | 5,219 | $668K |
| LRI Investments, LLC | 0.06% | No change | 4,953 | $666K |
| LongView Wealth Management | 0.21% | Reduce -2.2% | 5,144 | $659K |
| Ostrum Asset Management | 0.05% | Add +3.3% | 5,131 | $657K |
| HF Advisory Group, LLC | 0.30% | Reduce -6.7% | 5,127 | $656K |
| Marshall Financial Group, LLC | 0.16% | New | 5,105 | $654K |
| Good Life Advisors, LLC | 0.04% | Reduce -1.8% | 5,104 | $653K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.2% | 5,074 | $650K |
| Benchmark Investment Advisors LLC | 0.46% | No change | 5,060 | $648K |
| ARS Wealth Advisors Group, LLC | 0.08% | Reduce -0.7% | 5,021 | $643K |
| Compound Planning, Inc. | 0.04% | Add +15.3% | 5,020 | $643K |
| Drake & Associates, LLC | 0.21% | Reduce -5.0% | 4,971 | $636K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.2% | 4,966 | $636K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +1.5% | 4,953 | $634K |
| Smartleaf Asset Management LLC | 0.08% | Add +38.3% | 4,946 | $629K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -1.8% | 4,909 | $629K |
| Tower Bridge Advisors | 0.07% | No change | 4,850 | $621K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -10.2% | 4,850 | $621K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.03% | Add +320.4% | 4,813 | $616K |
| Investment Advisory Group, LLC | 0.21% | Reduce -0.9% | 4,804 | $615K |
| Associated Banc-Corp | 0.02% | No change | 4,714 | $604K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.0% | 4,706 | $603K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.2% | 4,683 | $600K |
| Panoramic Investment Advisors, LLC | 0.41% | — | 4,652 | $596K |
| AlphaCore Capital LLC | 0.13% | Add +2.4% | 4,640 | $594K |
| Capital Square, LLC | 0.36% | New | 4,636 | $594K |
| Blue Trust, Inc. | 0.01% | Add +182.1% | 5,688 | $593K |
| Cypress Capital Group | 0.07% | Reduce -0.6% | 4,613 | $591K |
| SpiderRock Advisors, LLC | 0.01% | Add +5.9% | 4,584 | $587K |
| Clearstead Advisors, LLC | 0.01% | Add +1.7% | 4,583 | $587K |
| Qtron Investments LLC | 0.08% | Reduce -43.9% | 4,543 | $582K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -8.0% | 4,543 | $582K |
| Syon Capital LLC | 0.05% | Add +0.4% | 4,532 | $580K |
| Gold Investment Management Ltd. | 0.24% | Reduce -2.0% | 4,537 | $577K |
| Prudent Man Advisors, LLC | 0.19% | No change | 4,503 | $577K |
| Global Retirement Partners, LLC | 0.02% | Reduce -42.0% | 4,491 | $575K |
| Carmel Capital Partners, LLC | 0.22% | Add +2.7% | 4,480 | $574K |
| Obermeyer Wealth Partners | 0.03% | No change | 4,457 | $571K |
| Ellevest, Inc. | 0.03% | Reduce -17.4% | 4,445 | $569K |
| Principal Securities, Inc. | 0.01% | Add +12.6% | 4,429 | $567K |
| Dogwood Wealth Management LLC | 0.33% | Add +122.7% | 4,416 | $565K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +28.0% | 4,399 | $564K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +5.7% | 4,405 | $564K |
| Sustainable Insight Capital Management, LLC | 0.26% | New | 4,400 | $563K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 4,397 | $563K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +22.3% | 4,386 | $562K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.2% | 4,360 | $558K |
| Whittier Trust Co. | 0.01% | Add +16.9% | 4,331 | $554K |
| Lake Street Advisors Group, LLC | 0.03% | Add +5.8% | 4,293 | $550K |
| First American Trust, FSB | 0.05% | Add +1.0% | 4,293 | $550K |
| Harbour Investments, Inc. | 0.02% | Add +3.8% | 4,215 | $540K |
| Premier Path Wealth Partners, LLC | 0.09% | Add +1.4% | 4,211 | $539K |
| Financial Counselors Inc. | 0.01% | No change | 4,168 | $534K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.3% | 4,123 | $528K |
| Hendershot Investments Inc. | 0.07% | Reduce -19.9% | 4,116 | $527K |
| Monument Capital Management | 0.14% | Reduce -8.3% | 4,045 | $518K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.19% | No change | 3,962 | $507K |
| Glenview Trust Co | 0.01% | Reduce -3.4% | 3,953 | $506K |
| Brighton Jones LLC | 0.02% | Reduce -0.1% | 3,906 | $500K |
| Ascentis Independent Advisors | 0.08% | Add +39.7% | 3,884 | $497K |
| Parallel Advisors, LLC | 0.01% | Add +27.9% | 3,861 | $494K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -2.4% | 3,844 | $492K |
| Flputnam Investment Management Co. | 0.01% | Add +0.7% | 3,831 | $491K |
| Tectonic Advisors LLC | 0.03% | Reduce -0.6% | 3,813 | $488K |
| Personal Cfo Solutions, LLC | 0.07% | Reduce -0.7% | 3,800 | $486K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 3,771 | $483K |
| Sage Mountain Advisors LLC | 0.04% | Reduce -2.8% | 3,764 | $482K |
| Baldwin Investment Management, LLC | 0.06% | No change | 3,760 | $481K |
| Balboa Wealth Partners | 0.12% | Add +42.8% | 3,758 | $481K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -1.6% | 3,749 | $480K |
| Southland Equity Partners LLC | 0.11% | Reduce -1.2% | 3,676 | $471K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.6% | 3,668 | $470K |
| Allworth Financial LP | 0.00% | Add +1.8% | 3,663 | $469K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.7% | 3,617 | $463K |
| Farther Finance Advisors, LLC | 0.02% | Add +53.7% | 3,610 | $462K |
| LCNB Corp. | 0.16% | Reduce -9.3% | 3,604 | $461K |
| Hutchens & Kramer Investment Management Group, LLC | 0.25% | Reduce -2.1% | 3,575 | $456K |
| Trustmark Bank Trust Department | 0.03% | New | 3,531 | $452K |
| Peak Planning Group, LLC | 0.20% | Add +0.3% | 3,528 | $452K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.03% | No change | 3,522 | $451K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.0% | 3,496 | $448K |
| Carmichael Hill & Associates, Inc. | 0.16% | Reduce -10.3% | 3,484 | $446K |
| LifePlan Financial, LLC | 0.38% | Reduce -9.3% | 3,483 | $446K |
| PDS Planning, Inc | 0.04% | Add +0.6% | 3,471 | $444K |
| Summit Trail Advisors, LLC | 0.01% | Add +24.6% | 3,443 | $441K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -4.1% | 3,418 | $438K |
| GDS Wealth Management | 0.04% | New | 3,414 | $437K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Reduce -0.3% | 3,386 | $434K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +54.9% | 3,371 | $432K |
| Wealthspire Advisors, LLC | 0.00% | Add +54.1% | 3,368 | $431K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -6.3% | 3,366 | $431K |
| Graypoint LLC | 0.03% | Add +11.2% | 3,343 | $428K |
| Prairie Sky Financial Group LLC | 0.24% | No change | 3,332 | $427K |
| Synovus Financial Corp. | 0.00% | Add +51.3% | 3,326 | $426K |
| Pinnacle Wealth Management Group, Inc. | 0.27% | No change | 3,318 | $425K |
| Sfmg, LLC | 0.03% | Reduce -1.6% | 3,301 | $423K |
| Aptus Capital Advisors, LLC | 0.01% | Add +3.4% | 3,296 | $422K |
| Optiver Holding B.V. | 0.01% | New | 3,293 | $422K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +5.6% | 3,275 | $419K |
| Evergreen Capital Management LLC | 0.01% | Add +0.6% | 3,256 | $417K |
| Emergent Wealth Advisors, LLC | 0.31% | No change | 3,251 | $416K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.3% | 3,251 | $416K |
| Point Windward Advisors Inc. | 0.16% | No change | 3,250 | $416K |
| CoreCap Advisors, LLC | 0.02% | Reduce -5.1% | 3,226 | $413K |
| Howard Capital Management, LLC | 0.01% | New | 3,197 | $409K |
| Magnetar Financial LLC | 0.01% | New | 3,191 | $409K |
| M&G PLC | 0.00% | No change | 3,181 | $407K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.8% | 3,138 | $402K |
| Conning Inc. | 0.01% | Reduce -0.1% | 3,118 | $399K |
| Plato Investment Management Ltd | 0.03% | New | 3,075 | $393K |
| Equitable Holdings, Inc. | 0.00% | Add +7.4% | 3,031 | $388K |
| Cetera Trust Company, N.A | 0.24% | Reduce -6.2% | 3,025 | $387K |
| River Street Advisors LLC | 0.21% | Reduce -0.8% | 3,021 | $387K |
| LYNX Capital Group Ltd. | 0.25% | No change | 3,001 | $384K |
| Dividend Assets Capital, LLC | 0.07% | No change | 3,000 | $384K |
| Dearborn Partners LLC | 0.02% | Reduce -0.5% | 2,993 | $383K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -10.1% | 2,975 | $381K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.5% | 2,953 | $378K |
| Corton Capital Inc. | 0.18% | Reduce -11.6% | 2,912 | $373K |
| Keystone Financial Group | 0.05% | No change | 2,910 | $373K |
| Nilsine Partners, LLC | 0.05% | Add +5.0% | 2,902 | $372K |
| CX Institutional | 0.02% | Add +1.6% | 2,883 | $369K |
| Diametric Capital, LP | 0.18% | New | 2,862 | $366K |
| Visionary Wealth Advisors | 0.02% | Reduce -2.9% | 2,860 | $366K |
| Investment Advisory Services Inc. /TX | 0.13% | Reduce -24.0% | 2,855 | $366K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 2,827 | $362K |
| HBK Investments L P | 0.01% | Reduce -98.8% | 2,824 | $362K |
| 44 Wealth Management LLC | 0.13% | — | 2,737 | $361K |
| Net Worth Advisory Group | 0.11% | — | 2,809 | $360K |
| Shelton Capital Management | 0.01% | No change | 2,792 | $357K |
| MBB Public Markets I LLC | 0.03% | Reduce -93.1% | 2,790 | $357K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +10.3% | 2,774 | $355K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.2% | 2,769 | $355K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +7.1% | 2,769 | $354K |
| Vise Technologies, Inc. | 0.05% | New | 2,766 | $354K |
| 180 Wealth Advisors, LLC | 0.06% | Add +1.1% | 2,761 | $353K |
| Financial Advocates Investment Management | 0.02% | Reduce -4.6% | 2,756 | $353K |
| Dark Forest Capital Management LP | 0.05% | New | 2,754 | $353K |
| Capital Analysts, LLC | 0.01% | Add +129.5% | 2,729 | $349K |
| Covenant Asset Management, LLC | 0.08% | Add +10.2% | 2,713 | $347K |
| Clarius Group, LLC | 0.02% | Reduce -3.5% | 2,718 | $347K |
| Bowman & Co S.C. | 0.18% | No change | 2,665 | $341K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -2.1% | 2,662 | $341K |
| Atom Investors LP | 0.04% | Add +6.4% | 2,654 | $340K |
| Hartline Investment Corp./ | 0.04% | No change | 2,652 | $340K |
| Essex Financial Services, Inc. | 0.02% | Add +1.0% | 2,603 | $339K |
| Fortitude Advisory Group L.L.C. | 0.21% | Reduce -4.0% | 2,632 | $337K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 2,631 | $337K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.9% | 2,611 | $334K |
| Register Financial Advisors LLC | 0.17% | No change | 2,600 | $333K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Add +0.6% | 2,588 | $331K |
| Bokf, NA | 0.01% | Add +0.0% | 2,611 | $330K |
| Wharton Business Group, LLC | 0.01% | No change | 2,555 | $327K |
| Painted Porch Advisors LLC | 0.16% | No change | 2,545 | $326K |
| Avestar Capital, LLC | 0.04% | Add +10.1% | 2,536 | $325K |
| Marcum Wealth, LLC | 0.03% | Add +3.0% | 2,530 | $324K |
| Lindbrook Capital, LLC | 0.03% | Add +0.3% | 2,527 | $324K |
| Caldwell Sutter Capital, Inc. | 0.15% | Reduce -0.4% | 2,525 | $323K |
| Barnes Pettey Financial Advisors, LLC | 0.26% | No change | 2,502 | $320K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -1.2% | 2,500 | $320K |
| Summit Financial, LLC | 0.01% | New | 2,476 | $317K |
| Hudock, Inc. | 0.05% | Reduce -1.8% | 2,474 | $317K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 2,474 | $317K |
| First National Bank of Mount Dora, Trust Investment Services | 0.07% | No change | 2,455 | $314K |
| Jacobi Capital Management LLC | 0.02% | Add +3.4% | 2,444 | $313K |
| Cambiar Investors LLC | 0.01% | No change | 2,438 | $312K |
| BSW Wealth Partners | 0.05% | Add +21.2% | 2,433 | $311K |
| Fiduciary Trust Co | 0.00% | Reduce -2.6% | 2,432 | $311K |
| AA Financial Advisors, LLC | 0.09% | Add +2.0% | 2,418 | $310K |
| Rehmann Capital Advisory Group | 0.02% | Add +5.7% | 2,416 | $309K |
| Keel Point, LLC | 0.03% | Reduce -3.5% | 2,414 | $309K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,406 | $308K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +9.2% | 2,402 | $308K |
| Whalerock Point Partners, LLC | 0.08% | No change | 2,389 | $306K |
| Perigon Wealth Management, LLC | 0.01% | New | 2,389 | $306K |
| True North Advisors, LLC | 0.08% | No change | 2,371 | $304K |
| Tuttle Capital Management, LLC | 1.65% | Add +15.0% | 2,369 | $303K |
| Advisory Services Network, LLC | 0.01% | No change | 2,909 | $303K |
| Summit Global Investments | 0.02% | Reduce -16.5% | 2,359 | $302K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 2,310 | $296K |
| Great Lakes Advisors, LLC | 0.00% | New | 2,310 | $296K |
| Planned Solutions, Inc. | 0.12% | No change | 2,307 | $295K |
| Titleist Asset Management, LLC | 0.04% | No change | 2,307 | $295K |
| Mystic Asset Management, Inc. | 0.11% | No change | 2,265 | $290K |
| Carr Financial Group Corp | 0.09% | Add +0.5% | 2,262 | $290K |
| L2 Asset Management, LLC | 0.08% | Add +3.5% | 2,258 | $289K |
| MTM Investment Management, LLC | 0.11% | No change | 2,300 | $289K |
| Western Wealth Management, LLC | 0.02% | Add +10.7% | 2,242 | $287K |
| Orion Capital Management LLC | 0.14% | No change | 2,220 | $284K |
| Pflug Koory, LLC | 0.02% | — | 2,215 | $284K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Reduce -0.8% | 2,217 | $283K |
| Blue Fin Capital, Inc. | 0.05% | No change | 2,210 | $283K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +3.4% | 2,177 | $279K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +19.0% | 2,170 | $278K |
| Warwick Investment Management, Inc. | 0.07% | Add +0.9% | 2,156 | $276K |
| Shelton Wealth Management, LLC | 0.16% | Add +0.6% | 2,153 | $276K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -27.4% | 2,033 | $275K |
| Contravisory Investment Management, Inc. | 0.06% | Reduce -0.1% | 2,140 | $274K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -0.9% | 2,137 | $274K |
| Woodmont Investment Counsel LLC | 0.02% | New | 2,132 | $273K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.10% | Add +25.3% | 2,130 | $273K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.2% | 2,125 | $272K |
| Alera Investment Advisors, LLC | 0.03% | New | 2,121 | $272K |
| C2C Wealth Management, LLC | 0.25% | No change | 2,000 | $270K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 2,107 | $270K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.4% | 2,030 | $268K |
| Northcape Wealth Management, LLC | 0.09% | No change | 2,092 | $268K |
| Regions Financial Corp. | 0.00% | Add +6.4% | 2,087 | $267K |
| Childress Capital Advisors, LLC | 0.07% | Add +0.4% | 2,076 | $266K |
| Morningstar Investment Services LLC | 0.00% | New | 2,076 | $264K |
| Wedbush Securities Inc. | 0.01% | Reduce -52.2% | 2,040 | $261K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -12.9% | 2,038 | $261K |
| Evoke Wealth, LLC | 0.01% | New | 2,035 | $261K |
| Commons Capital, LLC | 0.28% | Add +0.3% | 2,004 | $257K |
| GM Advisory Group, LLC | 0.02% | No change | 2,000 | $256K |
| Sherbrooke Park Advisers LLC | 0.06% | Reduce -72.1% | 1,990 | $255K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +2.3% | 1,986 | $254K |
| Wealth Alliance, LLC | 0.03% | Reduce -4.6% | 1,985 | $254K |
| Mather Group, Llc. | 0.00% | Add +2.1% | 1,978 | $253K |
| Simon Quick Advisors, LLC | 0.02% | New | 1,970 | $252K |
| Motco | 0.03% | Reduce -12.2% | 1,961 | $251K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,959 | $251K |
| Bridge Creek Capital Management LLC | 0.08% | No change | 1,953 | $250K |
| Echo Wealth Management, LLC | 0.17% | No change | 2,000 | $249K |
| Prosperity Financial Group, Inc. | 0.14% | New | 1,917 | $245K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 1,909 | $244K |
| One Degree Advisors Inc | 0.10% | New | 1,915 | $243K |
| Strategic Blueprint, LLC | 0.02% | Reduce -4.9% | 1,888 | $242K |
| 9258 Wealth Management, LLC | 0.04% | New | 1,876 | $240K |
| Apella Capital, LLC | 0.01% | New | 1,883 | $239K |
| Probity Advisors, Inc. | 0.05% | New | 1,858 | $238K |
| Continuum Advisory, LLC | 0.03% | Add +19.4% | 1,757 | $236K |
| Geller Advisors LLC | 0.02% | New | 1,842 | $236K |
| First Affirmative Financial Network | 0.13% | New | 1,838 | $235K |
| Cahill Financial Advisors Inc. | 0.03% | New | 1,822 | $233K |
| Rothschild Capital Partners, LLC | 0.06% | New | 1,814 | $232K |
| Angeles Investment Advisors, LLC | 0.01% | New | 1,798 | $230K |
| Valued Retirements, Inc. | 0.32% | New | 1,790 | $229K |
| XML Financial, LLC | 0.02% | New | 1,789 | $229K |
| Cromwell Holdings LLC | 0.15% | No change | 1,781 | $228K |
| Holderness Investments Co. | 0.05% | New | 1,777 | $228K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,776 | $227K |
| Catalina Capital Group, LLC | 0.08% | New | 1,774 | $227K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,757 | $225K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,754 | $225K |
| Cidel Asset Management Inc. | 0.02% | New | 1,751 | $224K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.8% | 1,746 | $224K |
| Modera Wealth Management, LLC | 0.00% | New | 1,745 | $223K |
| Fidelis Capital Partners, LLC | 0.03% | New | 1,681 | $222K |
| World Equity Group, Inc. | 0.08% | New | 1,729 | $221K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 1,722 | $220K |
| ICONIQ Capital, LLC | 0.00% | New | 1,719 | $220K |
| Advisors Capital Management, LLC | 0.00% | New | 1,714 | $220K |
| Colonial Trust Advisors | 0.02% | No change | 1,717 | $220K |
| Brooklyn Investment Group | 0.07% | New | 1,712 | $219K |
| Sivia Capital Partners, LLC | 0.13% | New | 1,710 | $219K |
| Leavell Investment Management, Inc. | 0.01% | New | 1,700 | $218K |
| Middleton & Co. Inc. | 0.02% | New | 1,700 | $218K |
| Lafayette Investments, Inc. | 0.05% | New | 1,699 | $218K |
| West Michigan Advisors, LLC | 0.07% | New | 1,690 | $216K |
| Catalyst Financial Partners LLC | 0.04% | New | 1,690 | $216K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 1,690 | $216K |
| West Family Investments, Inc. | 0.07% | New | 1,679 | $215K |
| Intrua Financial, LLC | 0.03% | Reduce -67.4% | 1,678 | $215K |
| FineMark National Bank & Trust | 0.01% | Reduce -45.0% | 1,658 | $212K |
| Focus Financial Network, Inc. | 0.01% | New | 1,657 | $212K |
| Hunter Associates Investment Management LLC | 0.03% | New | 1,650 | $212K |
| Lokken Investment Group LLC | 0.09% | New | 1,654 | $212K |
| Aberdeen Wealth Management LLC | 0.14% | New | 1,650 | $211K |
| Mechanics Bank Trust Department | 0.03% | New | 1,649 | $211K |
| Accurate Wealth Management, LLC | 0.04% | New | 1,630 | $211K |
| Proficio Capital Partners LLC | 0.02% | Reduce -56.5% | 1,630 | $209K |
| AE Wealth Management LLC | 0.00% | Reduce -42.8% | 1,617 | $207K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | New | 1,613 | $207K |
| Stonebridge Capital Advisors LLC | 0.02% | New | 1,608 | $206K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -0.2% | 1,596 | $204K |
| Beacon Capital Management, LLC | 0.03% | Add +15.4% | 1,592 | $204K |
| Regent Peak Wealth Advisors LLC | 0.05% | New | 1,590 | $204K |
| TD Private Client Wealth LLC | 0.01% | Add +2.4% | 1,587 | $203K |
| Liberty Wealth Management LLC | 0.03% | New | 1,587 | $203K |
| Bogart Wealth, LLC | 0.01% | No change | 1,519 | $194K |
| Riverview Trust Co | 0.17% | Reduce -4.9% | 1,504 | $193K |
| Fairscale Capital, LLC | 0.17% | No change | 1,503 | $192K |
| Hanson & Doremus Investment Management | 0.03% | No change | 1,500 | $192K |
| Alta Advisers Ltd | 0.08% | Add +7.7% | 1,400 | $179K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.5% | 1,391 | $178K |
| MV Capital Management, Inc. | 0.02% | Add +0.4% | 1,385 | $177K |
| Aspire Private Capital, LLC | 0.04% | Add +0.2% | 1,379 | $177K |
| International Assets Investment Management, LLC | 0.01% | Add +66.6% | 1,358 | $174K |
| Rothschild Investment LLC | 0.01% | Add +1.9% | 1,342 | $172K |
| Key Financial Inc | 0.03% | Add +0.4% | 1,231 | $158K |
| Sit Investment Associates Inc. | 0.00% | Reduce -41.3% | 1,200 | $154K |
| WASHINGTON TRUST Co | 0.01% | Add +41.2% | 1,200 | $154K |
| Trust Co. of Vermont | 0.01% | Add +1088.0% | 1,188 | $152K |
| Colonial Trust Co / SC | 0.02% | Add +54.2% | 1,184 | $152K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.9% | 1,183 | $151K |
| Global X Japan Co., Ltd. | 0.02% | Reduce -21.9% | 1,111 | $142K |
| Arcadia Investment Management Corp. | 0.02% | No change | 1,101 | $141K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,200 | $138K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 1,066 | $137K |
| City State Bank | 0.05% | No change | 1,058 | $135K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -19.5% | 1,046 | $134K |
| Fourpath Capital Management, LLC | 0.02% | New | 1,036 | $133K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -4.0% | 1,033 | $132K |
| Tobam | 0.02% | No change | 1,025 | $131K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,000 | $128K |
| Bollard Group LLC | 0.00% | No change | 929 | $119K |
| Rosenberg Matthew Hamilton | 0.03% | Add +9.3% | 883 | $113K |
| IFP Advisors, Inc | 0.00% | Reduce -7.1% | 881 | $113K |
| Lanark Financial, Inc. | 0.01% | Reduce -9.7% | 869 | $111K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +13.6% | 851 | $109K |
| Princeton Global Asset Management LLC | 0.02% | Add +136.9% | 829 | $106K |
| Pathway Financial Advisers, LLC | 0.05% | Add +0.1% | 823 | $105K |
| First United Bank & Trust | 0.04% | No change | 800 | $102K |
| Centaurus Financial, Inc. | 0.01% | New | 788 | $101K |
| GHP Investment Advisors, Inc. | 0.00% | Add +14.1% | 775 | $99K |
| Quent Capital, LLC | 0.01% | No change | 759 | $97K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -2.6% | 745 | $95K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $90K |
| Webster Bank, N. A. | 0.01% | No change | 700 | $90K |
| Clearstead Trust, LLC | 0.02% | Reduce -2.8% | 695 | $89K |
| Grove Bank & Trust | 0.01% | Add +4.4% | 689 | $88K |
| Wiser Advisor Group LLC | 0.12% | Add +0.5% | 644 | $82K |
| Larson Financial Group LLC | 0.00% | New | 636 | $81K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 626 | $80K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -35.2% | 616 | $79K |
| Caldwell Trust Co | 0.01% | No change | 610 | $78K |
| Covestor Ltd | 0.05% | Add +126.3% | 602 | $77K |
| CVA Family Office, LLC | 0.01% | Add +2.3% | 578 | $74K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 574 | $73K |
| Deseret Mutual Benefit Administrators | 0.04% | No change | 566 | $72K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.6% | 559 | $72K |
| Bank & Trust Co | 0.06% | No change | 550 | $70K |
| St Germain D J Co. Inc. | 0.00% | New | 550 | $70K |
| HM Payson & Co. | 0.00% | Add +7.0% | 535 | $68K |
| MCF Advisors LLC | 0.00% | Reduce -0.8% | 524 | $67K |
| Arax Advisory Partners | 0.01% | Add +1.8% | 518 | $66K |
| Venturi Wealth Management, LLC | 0.00% | Add +91.7% | 508 | $65K |
| Creekmur Asset Management LLC | 0.02% | No change | 505 | $65K |
| MidAtlantic Capital Management, Inc. | 0.05% | No change | 500 | $64K |
| Annapolis Financial Services, LLC | 0.02% | No change | 500 | $64K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $64K |
| Valley National Advisers Inc. | 0.01% | Reduce -39.2% | 505 | $64K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 489 | $63K |
| ORG Partners LLC | 0.01% | Reduce -0.4% | 478 | $61K |
| Manchester Capital Management LLC | 0.01% | No change | 468 | $60K |
| Spire Wealth Management | 0.00% | Add +0.4% | 465 | $60K |
| FSA Wealth Management LLC | 0.02% | — | 461 | $59K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 450 | $58K |
| Rational Advisors, Inc. | 0.01% | Reduce -11.2% | 442 | $57K |
| Elequin Capital, LP | 0.12% | Add +140.8% | 419 | $54K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -3.5% | 414 | $53K |
| Mechanics Financial Corp | 0.02% | New | 400 | $51K |
| Compass Wealth Management LLC | 0.01% | No change | 400 | $51K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 394 | $50K |
| Ashton Thomas Securities, LLC | 0.01% | New | 389 | $50K |
| Sachetta, LLC | 0.02% | Add +379.8% | 379 | $49K |
| Asset Dedication, LLC | 0.00% | Reduce -11.1% | 351 | $45K |
| Silvant Capital Management LLC | 0.00% | No change | 348 | $45K |
| Private Trust Co. NA | 0.00% | Reduce -2.5% | 347 | $44K |
| Piscataqua Savings Bank | 0.04% | No change | 338 | $43K |
| Independence Bank of Kentucky | 0.01% | New | 333 | $43K |
| NFSG Corp | 0.01% | Reduce -5.8% | 323 | $41K |
| Financial Management Professionals, Inc. | 0.01% | Add +5.3% | 318 | $41K |
| West Financial Advisors, LLC | 0.01% | No change | 320 | $41K |
| Meeder Asset Management Inc. | 0.00% | Add +10.3% | 312 | $40K |
| Claris Advisors, LLC / Mo / | 0.02% | New | 307 | $39K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $38K |
| IAG Wealth Partners, LLC | 0.01% | No change | 300 | $38K |
| Centerpoint Advisors, LLC | 0.01% | No change | 300 | $38K |
| Rise Advisors, LLC | 0.02% | Add +0.7% | 295 | $38K |
| Fortitude Family Office, LLC | 0.01% | Add +37.0% | 289 | $37K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -2.4% | 283 | $36K |
| TCTC Holdings, LLC | 0.00% | Reduce -77.7% | 282 | $36K |
| Manitou Investment Management Ltd. | 0.01% | No change | 270 | $35K |
| TruNorth Capital Management, LLC | 0.01% | No change | 261 | $33K |
| GW&K Investment Management, LLC | 0.00% | Add +28.4% | 258 | $33K |
| Avior Wealth Management, LLC | 0.00% | Add +1.2% | 251 | $32K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 250 | $32K |
| NBT Bank, N.A. | 0.00% | Add +66.0% | 234 | $30K |
| Salem Investment Counselors Inc. | 0.00% | No change | 231 | $30K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 228 | $29K |
| Operose Advisors LLC | 0.01% | No change | 225 | $29K |
| Financial Perspectives, Inc | 0.01% | No change | 216 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 215 | $28K |
| Optimum Investment Advisors | 0.01% | Reduce -76.8% | 212 | $27K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -41.1% | 209 | $27K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 205 | $26K |
| PSI Advisors, LLC | 0.01% | No change | 203 | $26K |
| Broadwater Capital Management LLC | 0.02% | No change | 200 | $26K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 200 | $26K |
| Global Trust Asset Management, LLC | 0.01% | No change | 200 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +8.5% | 191 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 191 | $24K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 184 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 184 | $24K |
| Bank of New Hampshire | 0.01% | No change | 182 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -8.8% | 175 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 175 | $22K |
| Sittner & Nelson, LLC | 0.01% | No change | 171 | $22K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.6% | 169 | $22K |
| Raleigh Capital Management Inc. | 0.01% | Add +7.0% | 169 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 166 | $21K |
| Park Place Capital Corp | 0.01% | No change | 151 | $19K |
| Hudson Edge Investment Partners Inc. | 0.00% | No change | 150 | $19K |
| Burkett Financial Services, LLC | 0.01% | No change | 143 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 142 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 139 | $18K |
| Albion Financial Group | 0.00% | No change | 135 | $17K |
| M&R Capital Management Inc. | 0.00% | No change | 135 | $17K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +4.7% | 133 | $17K |
| Center for Financial Planning, Inc. | 0.00% | No change | 133 | $17K |
| Arlington Trust Co LLC | 0.00% | No change | 131 | $17K |
| Providence Capital Advisors, LLC | 0.00% | No change | 129 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 128 | $16K |
| Evermay Wealth Management LLC | 0.00% | Reduce -8.8% | 125 | $16K |
| West Paces Advisors Inc. | 0.00% | No change | 117 | $15K |
| Concord Wealth Partners | 0.00% | Reduce -20.9% | 117 | $15K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 115 | $15K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 115 | $15K |
| Versant Capital Management, Inc | 0.00% | Add +76.6% | 113 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 115 | $14K |
| Abound Wealth Management | 0.00% | No change | 106 | $14K |
| Dunhill Financial, LLC | 0.01% | Add +52.2% | 105 | $13K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 104 | $13K |
| IMA Advisory Services, Inc. | 0.00% | New | 103 | $13K |
| Robinswood Financial LLC | 0.00% | Add +40.3% | 101 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $13K |
| Barrett & Company, Inc. | 0.01% | No change | 100 | $13K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $13K |
| Eastern Bank | 0.00% | New | 97 | $12K |
| Loomis Sayles & Co. L P | 0.00% | Add +9300.0% | 94 | $12K |
| Winch Advisory Services, LLC | 0.00% | Reduce -63.8% | 92 | $12K |
| NewSquare Capital LLC | 0.00% | No change | 88 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 83 | $11K |
| Red Tortoise LLC | 0.01% | No change | 81 | $10K |
| Hemington Wealth Management | 0.00% | New | 78 | $10K |
| Avion Wealth | 0.00% | Add +16.7% | 84 | $10K |
| Highline Wealth Partners LLC | 0.00% | Add +13.6% | 75 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 73 | $9K |
| Y.D. More Investments Ltd | 0.00% | Add +11.5% | 87 | $9K |
| Crewe Advisors LLC | 0.00% | Add +7.9% | 68 | $9K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 55 | $7K |
| Birchbrook, Inc. | 0.00% | Add +1.8% | 58 | $7K |
| American National Bank & Trust | 0.00% | No change | 55 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 51 | $7K |
| Earned Wealth Advisors, LLC | 0.00% | New | 51 | $7K |
| Morse Asset Management, Inc | 0.00% | New | 50 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 50 | $6K |
| Peoples Bank | 0.00% | No change | 50 | $6K |
| Global Financial Private Client, LLC | 0.00% | Add +683.3% | 47 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 43 | $6K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 46 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 46 | $6K |
| Belpointe Asset Management LLC | 0.00% | Add +41.9% | 44 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 42 | $5K |
| Reston Wealth Management LLC | 0.00% | New | 42 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +14.7% | 39 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -13.9% | 37 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +29.6% | 35 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 34 | $4K |
| Eagle Bay Advisors LLC | 0.00% | No change | 34 | $4K |
| DT Investment Partners, LLC | 0.00% | New | 32 | $4K |
| Quarry LP | 0.00% | Reduce -98.2% | 31 | $4K |
| TFC Financial Management, Inc. | 0.00% | Reduce -6.3% | 30 | $4K |
| WR Wealth Planners, LLC | 0.00% | No change | 28 | $4K |
| Oarsman Capital, Inc. | 0.00% | New | 26 | $3K |
| Horizon Bancorp Inc. | 0.00% | No change | 26 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +10.0% | 22 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $3K |
| SouthState Bank Corp | 0.00% | No change | 21 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 19 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 17 | $2K |
| Nvwm, LLC | 0.00% | No change | 16 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 15 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 14 | $2K |
| Core Alternative Capital | 0.00% | No change | 14 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 12 | $2K |
| Clean Yield Group | 0.00% | New | 11 | $1K |
| JDM Financial Group LLC | 0.00% | New | 10 | $1K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 8 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -50.0% | 7 | $896 |
| First Personal Financial Services | 0.00% | New | 6 | $769 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 6 | $768 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 6 | $768 |
| TD Capital Management LLC | 0.00% | No change | 5 | $648 |
| Chesapeake Asset Management LLC | 0.00% | New | 5 | $640 |
| Financial Gravity Companies, Inc. | 0.00% | — | 5 | $640 |
| ClariVest Asset Management LLC | 0.00% | No change | 6 | $620 |
| AlphaQuest LLC | 0.00% | Reduce -99.9% | 2 | $256 |
| Mendota Financial Group, LLC | 0.00% | New | 1 | $129 |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.