WelltowerWELL
13F holders, Q4 2024 (December 31)1,127holders +65
88new positions
76sold out
9famous investors
$126.01avg. 13F price*
At the end of Q4 2024, 1,127 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 65 from Q3 2024. 88 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($12.4B), BlackRock, Inc. ($8.2B) and Cohen & Steers, Inc. ($4.8B). 9 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.2% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $266.7M |
| Exits | 76 | $150.7M |
All 13F filers, Q3 2024 → Q4 2024: 28,375,725 shares bought and 14,375,379 shares sold, net +14,000,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,127 holders
| Vanguard Group Inc. | 0.22% | Add +2.7% | 98,295,258 | $12.4B |
| BlackRock, Inc. | 0.17% | Add +5.5% | 64,901,077 | $8.2B |
| Cohen & Steers, Inc. | 9.06% | Reduce -0.3% | 37,910,647 | $4.8B |
| Capital International Investors | 0.88% | Add +0.9% | 37,096,408 | $4.7B |
| State Street Corp. | 0.18% | Add +2.3% | 36,436,383 | $4.6B |
| Norges Bank | 0.52% | Reduce -0.6% | 31,293,282 | $3.9B |
| Bank of America Corp. | 0.22% | Add +9.7% | 18,706,788 | $2.4B |
| Wellington Management Group LLP | 0.43% | Reduce -0.1% | 18,675,122 | $2.4B |
| FMR LLC | 0.12% | Add +9.4% | 15,782,795 | $2.0B |
| Geode Capital Management, LLC | 0.13% | Add +5.0% | 13,558,841 | $1.7B |
| Principal Financial Group Inc. | 0.82% | Reduce -2.2% | 11,908,639 | $1.5B |
| JPMorgan Chase & Co. | 0.10% | Reduce -20.4% | 10,140,738 | $1.3B |
| Northern Trust Corp. | 0.15% | Add +53.5% | 8,430,496 | $1.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.22% | Add +10.3% | 7,632,705 | $961.9M |
| Dimensional Fund Advisors LP | 0.23% | Reduce -3.6% | 7,475,809 | $942.2M |
| Invesco Ltd. | 0.17% | Add +0.1% | 7,424,997 | $935.8M |
| Morgan Stanley | 0.06% | Reduce -1.6% | 7,074,482 | $891.6M |
| Legal & General Group Plc | 0.23% | Reduce -3.3% | 6,890,101 | $868.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.88% | Add +3.7% | 6,518,273 | $821.5M |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -0.8% | 6,301,468 | $794.2M |
| Daiwa Securities Group Inc. | 3.54% | Reduce -6.9% | 6,239,086 | $786.3M |
| Charles Schwab Investment Management Inc. | 0.14% | Add +0.2% | 6,078,738 | $766.1M |
| Resolution Capital Ltd | 13.08% | Reduce -5.5% | 5,769,173 | $727.1M |
| Deutsche Bank AG | 0.25% | Add +5.4% | 5,003,103 | $630.5M |
| Centersquare Investment Management LLC | 6.51% | Reduce -5.3% | 4,894,411 | $616.8M |
| Nuveen Asset Management, LLC | 0.17% | Reduce -1.0% | 4,790,755 | $603.8M |
| Bank of New York Mellon Corp | 0.09% | Add +3.1% | 3,884,674 | $489.6M |
| Amundi | 0.17% | Add +18.5% | 3,773,827 | $477.3M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -8.2% | 3,698,322 | $466.1M |
| Russell Investments Group, Ltd. | 0.61% | Reduce -8.2% | 3,491,099 | $439.9M |
| Zimmer Partners, LP | 7.28% | Add +0.4% | 3,329,794 | $419.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.26% | Add +6.6% | 3,106,666 | $391.5M |
| Prudential Financial Inc. | 0.48% | Reduce -6.3% | 2,777,413 | $350.0M |
| Duff & Phelps Investment Management Co. | 3.89% | Add +1.5% | 2,575,721 | $324.6M |
| PGGM Investments | 4.31% | Reduce -1.8% | 2,572,949 | $324.3M |
| Sei Investments Co. | 0.41% | Reduce -2.2% | 2,559,488 | $322.6M |
| HSBC Holdings PLC | 0.17% | Add +0.4% | 2,206,866 | $277.9M |
| UBS Group AG | 0.06% | Add +19.7% | 2,019,760 | $254.6M |
| CBRE Investment Management Listed Real Assets LLC | 4.35% | Add +17.3% | 1,936,954 | $244.1M |
| Macquarie Group Ltd. | 0.28% | Reduce -5.2% | 1,852,363 | $230.6M |
| Swiss National Bank | 0.15% | Reduce -1.6% | 1,747,200 | $220.2M |
| California Public Employees Retirement System | 0.14% | Add +61.4% | 1,661,201 | $209.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -5.3% | 1,603,050 | $197.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.39% | — | 1,541,472 | $194.3M |
| Nordea Investment Management AB | 0.19% | Add +28.1% | 1,477,388 | $185.6M |
| Lasalle Investment Management Securities LLC | 7.67% | Add +7.2% | 1,439,634 | $181.4M |
| Aew Capital Management L P | 8.58% | Add +2.8% | 1,408,478 | $177.5M |
| National Pension Service | 0.17% | Add +1.4% | 1,403,960 | $176.9M |
| Voya Investment Management LLC | 0.21% | Reduce -4.9% | 1,388,326 | $174.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.16% | Add +8.8% | 1,341,018 | $168.7M |
| APG Asset Management US Inc. | 1.28% | Add +1.8% | 1,338,117 | $168.6M |
| Schroder Investment Management Group | 0.16% | Add +3.5% | 1,349,763 | $168.6M |
| Aberdeen Group plc | 0.31% | Add +2.0% | 1,337,207 | $167.7M |
| Citadel Advisors | 0.16% | Reduce -14.9% | 1,316,675 | $165.9M |
| Rhumbline Advisers | 0.14% | Add +5.3% | 1,247,395 | $157.2M |
| Canada Pension Plan Investment Board | 0.15% | Reduce -42.8% | 1,223,932 | $154.3M |
| BNP Paribas Financial Markets | 0.12% | Add +6.5% | 1,222,821 | $154.1M |
| CANADA LIFE ASSURANCE Co | 0.26% | Add +9.4% | 1,219,856 | $153.5M |
| Allianz Asset Management GmbH | 0.22% | Reduce -2.9% | 1,206,791 | $152.1M |
| Adelante Capital Management LLC | 9.74% | Add +0.7% | 1,171,232 | $147.6M |
| American Century Companies Inc. | 0.08% | Reduce -2.1% | 1,169,989 | $147.5M |
| Baron Capital (BAMCO) | 0.38% | Add +18.1% | 1,151,495 | $145.1M |
| Alliancebernstein L.P. | 0.05% | Add +7.5% | 1,140,397 | $143.7M |
| Asset Management One Co., Ltd. | 0.49% | Add +3.3% | 1,143,663 | $143.0M |
| Qube Research & Technologies Ltd | 0.23% | Add +59.0% | 1,123,800 | $141.6M |
| Nomura Asset Management Co. Ltd. | 0.42% | Add +5.4% | 1,104,703 | $139.2M |
| Public Employees Retirement System of Ohio | 0.48% | Add +0.4% | 1,099,391 | $138.6M |
| Pictet Asset Management Holding SA | 0.15% | Add +0.6% | 1,069,105 | $134.7M |
| Wells Fargo & Company | 0.03% | Reduce -2.3% | 1,042,404 | $131.4M |
| Millennium Management | 0.11% | Add +75.4% | 1,018,365 | $128.3M |
| D. E. Shaw & Co. | 0.15% | Add +91.1% | 979,040 | $123.4M |
| California State Teachers Retirement System | 0.14% | Add +4.5% | 972,353 | $122.5M |
| Barclays PLC | 0.05% | Reduce -50.1% | 841,264 | $106.0M |
| Royal Bank of Canada | 0.02% | Add +38.1% | 810,505 | $102.1M |
| STRS Ohio | 0.39% | Reduce -2.5% | 776,959 | $97.9M |
| New York State Common Retirement Fund | 0.13% | Add +3.2% | 766,965 | $96.7M |
| Raymond James Financial Inc. | 0.03% | — | 718,597 | $90.6M |
| Capital Research Global Investors | 0.02% | Add +2.3% | 678,940 | $85.6M |
| Heitman Real Estate Securities LLC | 5.26% | Add +5.3% | 648,492 | $81.7M |
| Adage Capital Partners Gp, L.L.C. | 0.14% | Reduce -12.0% | 642,706 | $81.0M |
| Swedbank AB | 0.10% | Reduce -1.7% | 635,283 | $80.1M |
| Bank of Montreal | 0.04% | Reduce -13.9% | 625,207 | $78.8M |
| Renaissance Technologies | 0.12% | Add +23.8% | 622,763 | $78.5M |
| Alyeska Investment Group, L.P. | 0.28% | Add +355.6% | 581,839 | $73.3M |
| Janus Henderson Group PLC | 0.04% | Reduce -48.0% | 578,584 | $72.8M |
| State Board of Administration of Florida Retirement System | 0.14% | Add +0.3% | 566,427 | $71.4M |
| Neuberger Berman Group LLC | 0.05% | Reduce -10.6% | 548,287 | $69.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.20% | Add +30.7% | 544,838 | $68.7M |
| Teacher Retirement System of Texas | 0.24% | Add +69.9% | 538,763 | $67.9M |
| Citigroup Inc. | 0.07% | Add +68.7% | 534,977 | $67.4M |
| AXA S.A. | 0.20% | Add +8.8% | 506,976 | $63.9M |
| Storebrand Asset Management As | 0.19% | Add +106.2% | 497,460 | $62.7M |
| Korea Investment CORP | 0.14% | Add +96.9% | 479,945 | $60.5M |
| National Bank of Canada | 0.08% | Add +97.9% | 465,559 | $58.7M |
| State of New Jersey Common Pension Fund D | 0.24% | Add +1.5% | 464,337 | $58.5M |
| Retirement Systems of Alabama | 0.22% | Reduce -1.6% | 462,742 | $58.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.8% | 458,454 | $57.8M |
| New York State Teachers Retirement System | 0.12% | Add +0.2% | 456,916 | $57.6M |
| Danske Bank A/S | 0.16% | Add +53.3% | 424,472 | $53.5M |
| Capital International, Inc. | 0.63% | Add +18.5% | 421,668 | $53.1M |
| Border to Coast Pensions Partnership Ltd | 1.02% | Reduce -2.4% | 415,000 | $52.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.11% | Add +304.9% | 413,000 | $52.1M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.20% | — | 409,714 | $51.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.12% | Add +44.1% | 402,688 | $50.8M |
| KBC Group NV | 0.14% | Add +78.7% | 396,776 | $50.0M |
| UniSuper Management Pty Ltd | 0.36% | Add +3.2% | 395,744 | $49.9M |
| FIL Ltd | 0.05% | Add +22.1% | 395,077 | $49.8M |
| M.D. Sass, LLC | 3.74% | New | 386,946 | $48.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -7.1% | 381,328 | $48.1M |
| DekaBank Deutsche Girozentrale | 0.09% | No change | 382,262 | $47.2M |
| Aviva PLC | 0.12% | Reduce -39.3% | 372,473 | $46.9M |
| Robeco Institutional Asset Management B.V. | 0.09% | Reduce -3.5% | 371,016 | $46.8M |
| State of Alaska, Department of Revenue | 0.52% | Add +2.6% | 366,407 | $46.2M |
| CORDA Investment Management, LLC. | 3.60% | Reduce -2.8% | 357,916 | $45.1M |
| Natixis Advisors, LLC | 0.08% | Add +6.0% | 355,665 | $44.8M |
| State of Wisconsin Investment Board | 0.12% | Reduce -5.4% | 352,977 | $44.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -4.5% | 346,986 | $43.7M |
| Bowen Hanes & Co. Inc. | 1.17% | No change | 346,281 | $43.6M |
| Uniplan Investment Counsel, Inc. | 4.13% | Reduce -2.1% | 343,038 | $43.2M |
| Franklin Resources Inc. | 0.01% | Reduce -12.8% | 341,017 | $43.0M |
| Resona Asset Management Co.,Ltd. | 0.25% | Add +5.1% | 342,014 | $42.9M |
| Handelsbanken Fonder AB | 0.16% | Add +5.9% | 335,825 | $42.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.26% | Add +41.0% | 326,342 | $41.1M |
| APG Asset Management N.V. | 0.11% | Add +5100.9% | 332,178 | $40.4M |
| Employees Retirement System of Texas | 0.40% | Add +7.0% | 320,000 | $40.3M |
| Toronto Dominion Bank | 0.08% | Reduce -10.7% | 319,949 | $40.3M |
| Chevy Chase Trust Holdings, LLC | 0.12% | Reduce -0.0% | 312,712 | $39.4M |
| Capital Group Private Client Services, Inc. | 0.35% | Add +76.3% | 302,759 | $38.2M |
| Nisa Investment Advisors, LLC | 0.15% | Reduce -4.0% | 297,783 | $37.5M |
| Treasurer of the State of North Carolina | 0.15% | Add +2.5% | 297,392 | $37.5M |
| Van Eck Associates Corp. | 0.05% | Add +0.3% | 280,340 | $35.3M |
| Brookfield Corp | 0.20% | Add +42.6% | 266,997 | $33.6M |
| Factory Mutual Insurance Co. | 0.36% | Add +52.6% | 265,300 | $33.4M |
| Royal London Asset Management Ltd. | 0.08% | Add +6.6% | 262,012 | $33.0M |
| IFM Investors Pty Ltd | 0.33% | Reduce -2.5% | 257,764 | $32.5M |
| Susquehanna International Group, LLP | 0.05% | Add +31.4% | 248,943 | $31.4M |
| LPL Financial LLC | 0.01% | Add +14.9% | 248,374 | $31.3M |
| Braun Stacey Associates Inc. | 1.17% | Reduce -2.1% | 248,374 | $31.3M |
| Capital Fund Management S.A. | 0.31% | Add +424.1% | 246,320 | $31.0M |
| AQR Capital Management | 0.04% | Reduce -29.2% | 245,854 | $30.9M |
| Hazelview Securities Inc. | 5.46% | — | 241,117 | $29.9M |
| Mackenzie Financial Corp. | 0.04% | Reduce -16.9% | 233,792 | $29.5M |
| First Trust Advisors LP | 0.03% | Add +25.7% | 231,615 | $29.2M |
| Cibc World Markets Corp. | 0.17% | Add +11.0% | 230,918 | $29.1M |
| Cerity Partners LLC | 0.06% | Add +0.6% | 227,414 | $28.7M |
| CI Investments Inc. | 0.11% | Reduce -2.7% | 224,446 | $28.3M |
| Worldquant Millennium Advisors LLC | 0.18% | New | 221,098 | $27.9M |
| UMB Bank, n.a. | 0.44% | Add +0.7% | 220,038 | $27.7M |
| Natixis | 0.19% | Add +110.6% | 219,528 | $27.7M |
| Susquehanna Fundamental Investments, LLC | 0.46% | — | 217,421 | $27.4M |
| State of Tennessee, Department of Treasury | 0.10% | Reduce -1.0% | 215,404 | $27.1M |
| TD Asset Management Inc | 0.02% | Reduce -0.6% | 214,294 | $27.0M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.2% | 212,815 | $26.8M |
| KLP Kapitalforvaltning As | 0.13% | — | 210,746 | $26.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.27% | Add +10.4% | 208,508 | $26.3M |
| Credit Agricole S A | 0.09% | Add +193.6% | 207,966 | $26.2M |
| 1832 Asset Management L.P. | 0.04% | Reduce -70.3% | 198,511 | $25.0M |
| Stifel Financial Corp. | 0.03% | Add +0.1% | 193,138 | $24.3M |
| NewEdge Wealth, LLC | 0.42% | Add +0.0% | 191,273 | $24.1M |
| Caisse de depot et placement du Quebec | 0.05% | Add +53.4% | 184,100 | $23.2M |
| ExodusPoint Capital Management, LP | 0.24% | New | 182,136 | $23.0M |
| Vert Asset Management LLC | 7.80% | Add +0.2% | 180,750 | $22.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Reduce -7.4% | 179,342 | $22.6M |
| Arizona State Retirement System | 0.14% | Add +4.0% | 178,218 | $22.5M |
| MetLife Investment Management, LLC | 0.12% | Add +3.5% | 174,376 | $22.0M |
| Sanctuary Advisors, LLC | 0.14% | Add +3.6% | 159,160 | $21.8M |
| Cibc World Market Inc. | 0.05% | Add +185.1% | 173,233 | $21.8M |
| WestEnd Advisors, LLC | 0.55% | Reduce -3.5% | 170,686 | $21.5M |
| Balyasny Asset Management L.P. | 0.05% | Add +1156.0% | 167,179 | $21.1M |
| Corebridge Financial, Inc. | 0.11% | Add +15.3% | 165,902 | $20.9M |
| Creative Planning | 0.02% | Reduce -1.6% | 162,503 | $20.5M |
| State of Michigan Retirement System | 0.11% | Add +1.8% | 160,509 | $20.2M |
| Nissay Asset Management Corp. /Japan | 0.12% | Add +5.3% | 159,143 | $19.9M |
| Forsta Ap-Fonden | 0.14% | Add +2.9% | 156,900 | $19.8M |
| Intech Investment Management LLC | 0.19% | Add +132.6% | 156,016 | $19.7M |
| Public Sector Pension Investment Board | 0.08% | Add +51.6% | 154,150 | $19.4M |
| B&I Capital AG | 6.19% | Reduce -37.2% | 150,820 | $19.0M |
| Ensign Peak Advisors, Inc | 0.03% | Add +1.6% | 146,650 | $18.5M |
| Chilton Capital Management LLC | 0.77% | Add +0.1% | 144,627 | $18.2M |
| Andra AP-fonden | 0.29% | Add +4.5% | 143,800 | $18.1M |
| Schonfeld Strategic Advisors LLC | 0.11% | Add +355.0% | 138,133 | $17.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.48% | Reduce -15.7% | 133,218 | $16.8M |
| Varma Mutual Pension Insurance Co | 0.12% | Add +4.4% | 130,276 | $16.4M |
| DNB Asset Management AS | 0.07% | Add +23.4% | 129,635 | $16.3M |
| Jefferies Financial Group Inc. | 0.19% | New | 129,000 | $16.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.16% | Add +63.6% | 128,339 | $16.2M |
| Czech National Bank | 0.15% | Add +8.8% | 128,261 | $16.2M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -12.1% | 125,544 | $15.8M |
| Tiaa Trust, National Association | 0.05% | Reduce -1.6% | 125,130 | $15.8M |
| Cercano Management LLC | 0.40% | New | 123,863 | $15.6M |
| Mercer Global Advisors Inc. | 0.04% | Add +53.8% | 123,777 | $15.6M |
| ProShare Advisors LLC | 0.04% | Reduce -42.9% | 122,602 | $15.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.8% | 121,080 | $15.3M |
| Teachers Retirement System of the State of Kentucky | 0.13% | Reduce -0.8% | 120,976 | $15.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Add +2.4% | 121,024 | $15.1M |
| New Age Alpha Advisors, LLC | 0.61% | New | 119,216 | $15.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.09% | Add +18.7% | 118,434 | $14.9M |
| Vestcor Inc | 0.49% | Reduce -11.3% | 117,278 | $14.8M |
| Calamos Advisors LLC | 0.10% | No change | 116,954 | $14.7M |
| Easterly Investment Partners LLC | 1.14% | Add +781.6% | 114,716 | $14.5M |
| Amalgamated Bank | 0.12% | Reduce -0.3% | 114,581 | $14.4M |
| Los Angeles Capital Management LLC | 0.06% | Reduce -58.7% | 112,692 | $14.2M |
| USS Investment Management Ltd | 0.10% | Reduce -9.9% | 111,703 | $14.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +29.4% | 116,809 | $14.0M |
| Acadian Asset Management LLC | 0.04% | Reduce -19.5% | 107,850 | $13.6M |
| TCW Group Inc. | 0.11% | Reduce -16.9% | 104,447 | $13.2M |
| Prudential PLC | 0.07% | Reduce -16.6% | 103,991 | $13.1M |
| Yousif Capital Management, LLC | 0.14% | Reduce -2.6% | 103,137 | $13.0M |
| Transform Wealth, LLC | 0.72% | Add +14.0% | 102,650 | $12.9M |
| Utah Retirement Systems | 0.14% | Add +2.5% | 102,203 | $12.9M |
| Connors Investor Services Inc. | 1.18% | Add +89.8% | 99,921 | $12.6M |
| Keybank National Association | 0.05% | Reduce -0.9% | 99,218 | $12.5M |
| Metis Global Partners, LLC | 0.36% | Add +3.9% | 94,192 | $11.9M |
| Xponance LLC | 0.10% | Add +8.3% | 90,087 | $11.4M |
| CIBC Asset Management Inc | 0.04% | Add +6.5% | 90,036 | $11.3M |
| Police & Firemen's Retirement System of New Jersey | 0.11% | — | 89,722 | $11.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.11% | Add +19.3% | 89,112 | $11.2M |
| Westpac Banking Corp. | 0.74% | Reduce -13.4% | 88,961 | $11.2M |
| Nomura Holdings Inc. | 0.06% | New | 88,167 | $11.1M |
| New York Life Investment Management LLC | 0.11% | Reduce -36.0% | 88,069 | $11.1M |
| Swiss Life Asset Management Ltd | 0.08% | Add +192.1% | 87,856 | $11.1M |
| HighTower Advisors, LLC | 0.02% | Add +0.0% | 87,598 | $11.0M |
| Cetera Investment Advisers | 0.02% | Reduce -2.1% | 86,745 | $10.9M |
| Cinctive Capital Management LP | 0.59% | New | 86,343 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.7% | 85,585 | $10.8M |
| Public Employees Retirement Association of Colorado | 0.04% | Add +5.0% | 84,220 | $10.6M |
| Bank of Nova Scotia | 0.02% | Add +7.0% | 84,054 | $10.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +4.9% | 83,383 | $10.5M |
| AMF Tjanstepension AB | 0.07% | No change | 83,047 | $10.5M |
| Venture Visionary Partners LLC | 0.44% | Reduce -0.8% | 82,371 | $10.4M |
| LGT Group Foundation | 0.16% | Reduce -0.1% | 82,318 | $10.4M |
| Tredje AP-fonden | 0.09% | No change | 81,421 | $10.3M |
| Captrust Financial Advisors | 0.03% | Add +4.0% | 81,260 | $10.2M |
| Mariner, LLC | 0.02% | Add +1.6% | 80,889 | $10.2M |
| Trust Co. of Toledo NA | 1.33% | Reduce -3.3% | 80,558 | $10.2M |
| Ethic Inc. | 0.20% | Add +26.4% | 79,917 | $10.1M |
| Quantitative Investment Management, LLC | 0.75% | New | 79,202 | $10.0M |
| M&T Bank Corp | 0.03% | Add +1.2% | 78,816 | $9.9M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -5.4% | 77,843 | $9.8M |
| QRG Capital Management, Inc. | 0.10% | Add +13.3% | 77,419 | $9.8M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -1.2% | 76,468 | $9.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.10% | Add +135.8% | 73,626 | $9.3M |
| GSI Capital Advisors LLC | 4.89% | Reduce -0.1% | 73,399 | $9.3M |
| CENTRAL TRUST Co | 0.22% | Reduce -0.6% | 72,803 | $9.2M |
| Makena Capital Management LLC | 1.47% | Reduce -29.2% | 71,958 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.4% | 71,271 | $9.0M |
| Lido Advisors, LLC | 0.06% | Add +538.4% | 70,119 | $8.8M |
| Groupe la Francaise | 0.21% | — | 68,482 | $8.6M |
| Avanza Fonder AB | 0.25% | — | 66,096 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.2% | 65,986 | $8.3M |
| Gotham Asset Management | 0.08% | Add +85.5% | 65,824 | $8.3M |
| Knights of Columbus Asset Advisors LLC | 0.54% | New | 65,363 | $8.2M |
| Windle Wealth, LLC | 4.54% | Reduce -5.8% | 65,148 | $8.2M |
| Osaic Holdings, Inc. | 0.02% | Add +3.7% | 75,728 | $8.1M |
| Candriam S.C.A. | 0.05% | Reduce -63.9% | 63,633 | $8.0M |
| Point72 Asset Management | 0.02% | Reduce -39.1% | 63,059 | $7.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +437.4% | 62,841 | $7.9M |
| Guggenheim Capital LLC | 0.06% | Reduce -66.0% | 62,307 | $7.9M |
| Pacer Advisors, Inc. | 0.02% | Reduce -15.9% | 61,770 | $7.8M |
| Elo Mutual Pension Insurance Co | 0.17% | Add +17.0% | 61,764 | $7.8M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | New | 61,087 | $7.7M |
| Jones Financial Companies LLLP | 0.01% | Add +45.9% | 61,044 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +9.2% | 60,613 | $7.6M |
| Vanguard Personalized Indexing Management, LLC | 0.11% | Add +4.2% | 58,983 | $7.4M |
| Fifth Third Bancorp | 0.03% | Add +0.7% | 58,472 | $7.4M |
| Agf Management Ltd. | 0.04% | Reduce -5.8% | 57,698 | $7.3M |
| Dupont Capital Management Corp. | 0.67% | New | 56,830 | $7.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.27% | Add +6.3% | 56,212 | $7.1M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -8.7% | 56,212 | $7.1M |
| Inspire Investing, LLC | 0.79% | Reduce -0.5% | 56,066 | $7.1M |
| Mizuho Securities USA LLC | 0.13% | Add +49.4% | 56,066 | $7.1M |
| Harbour Trust & Investment Management Co | 0.80% | Add +0.3% | 55,685 | $7.0M |
| Advisors Management Group Inc. | 1.63% | Reduce -1.1% | 54,704 | $6.9M |
| Azimuth Capital Investment Management LLC | 0.27% | Add +5.2% | 54,280 | $6.8M |
| Fred Alger Management, LLC | 0.03% | Reduce -26.0% | 54,041 | $6.8M |
| Advisors Asset Management, Inc. | 0.12% | Add +16.3% | 53,386 | $6.7M |
| Pensionfund PDN | 4.13% | Reduce -17.3% | 52,753 | $6.6M |
| Patton Fund Management, Inc. | 1.27% | New | 51,402 | $6.5M |
| Norinchukin Bank, The | 0.14% | Add +3.9% | 51,220 | $6.5M |
| Oregon Public Employees Retirement Fund | 0.12% | Add +2.4% | 50,720 | $6.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -7.9% | 50,530 | $6.3M |
| Erste Asset Management GmbH | 0.08% | Add +81.3% | 49,328 | $6.2M |
| Windward Capital Management Co. | 0.47% | Reduce -1.2% | 48,872 | $6.2M |
| Generali Asset Management SPA SGR | 0.16% | — | 48,229 | $6.1M |
| Gillson Capital LP | 0.53% | New | 47,015 | $5.9M |
| CPC Advisors, LLC | 0.80% | Add +1.8% | 46,556 | $5.9M |
| Wealthfront Advisers LLC | 0.02% | Add +3.8% | 46,302 | $5.8M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -2.4% | 46,057 | $5.8M |
| Gulf International Bank (UK) Ltd | 0.15% | Reduce -0.8% | 45,961 | $5.8M |
| Tidal Investments LLC | 0.05% | Add +116.5% | 45,492 | $5.7M |
| GeoWealth Management, LLC | 0.19% | Add +41.8% | 45,453 | $5.7M |
| Pathstone Holdings, LLC | 0.03% | Add +1.3% | 45,194 | $5.7M |
| Carret Asset Management, LLC | 0.61% | Reduce -4.7% | 44,167 | $5.6M |
| US Bancorp \de | 0.01% | Reduce -1.6% | 44,103 | $5.6M |
| Daiichi Life Insurance Co., Ltd. | 0.15% | Add +50.2% | 43,940 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -3.3% | 42,588 | $5.4M |
| Callahan Advisors, LLC | 0.50% | Reduce -6.8% | 42,443 | $5.3M |
| Modern Wealth Management, LLC | 0.20% | New | 42,264 | $5.3M |
| Quantinno Capital Management LP | 0.05% | Add +14.4% | 41,657 | $5.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +0.1% | 40,779 | $5.1M |
| Garland Capital Management Inc. | 4.21% | Reduce -7.8% | 40,743 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 40,414 | $5.1M |
| Kentucky Retirement Systems | 0.15% | Reduce -1.4% | 39,767 | $5.0M |
| MML Investors Services, LLC | 0.02% | Add +8.1% | 38,323 | $4.8M |
| Focus Partners Wealth | 0.01% | Add +80.9% | 38,155 | $4.8M |
| Brasada Capital Management, LP | 0.84% | New | 37,534 | $4.7M |
| Quadrature Capital Ltd | 0.09% | New | 37,212 | $4.7M |
| Naviter Wealth, LLC | 0.56% | Add +14.7% | 36,788 | $4.6M |
| Twin Tree Management, LP | 0.11% | Reduce -74.2% | 36,726 | $4.6M |
| Atria Investments, Inc | 0.06% | Add +4.7% | 36,723 | $4.6M |
| Hartford Investment Management Co. | 0.15% | Add +0.4% | 36,633 | $4.6M |
| Buckingham Capital Management, Inc. | 0.53% | Add +1.7% | 36,563 | $4.6M |
| KMG Fiduciary Partners, LLC | 0.38% | Reduce -0.2% | 36,243 | $4.6M |
| Sterling Capital Management LLC | 0.06% | Reduce -3.1% | 36,129 | $4.6M |
| Spirit of America Management Corp. | 0.92% | Add +0.6% | 36,025 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.0% | 35,557 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +6.9% | 35,441 | $4.5M |
| Woodline Partners LP | 0.03% | New | 35,377 | $4.5M |
| Brown Advisory Inc. | 0.01% | Reduce -1.0% | 34,880 | $4.4M |
| DoubleLine ETF Adviser LP | 1.19% | Add +0.5% | 34,862 | $4.4M |
| GRS Advisors, LLC | 0.43% | Add +76.5% | 34,474 | $4.3M |
| D L Carlson Investment Group Inc. | 0.77% | Reduce -1.9% | 34,097 | $4.3M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -2.0% | 33,702 | $4.2M |
| Allstate Corp. | 0.12% | Add +66.2% | 33,572 | $4.2M |
| Maryland State Retirement & Pension System | 0.09% | Reduce -5.0% | 33,015 | $4.2M |
| Danica Pension, Livsforsikringsaktieselskab | 0.08% | Add +10.6% | 32,460 | $4.1M |
| Shell Asset Management Co. | 0.18% | Add +13.9% | 32,312 | $4.1M |
| WESPAC Advisors SoCal, LLC | 0.92% | Add +35.7% | 32,225 | $4.1M |
| Louisiana State Employees Retirement System | 0.08% | Reduce -2.5% | 31,800 | $4.0M |
| Securian Asset Management, Inc. | 0.12% | Reduce -0.9% | 31,712 | $4.0M |
| NEOS Investment Management LLC | 0.09% | Add +30.8% | 31,663 | $4.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.41% | — | 31,600 | $4.0M |
| Marshall Wace, LLP | 0.01% | Reduce -96.3% | 31,476 | $4.0M |
| Westover Capital Advisors, LLC | 0.87% | Reduce -4.4% | 31,233 | $3.9M |
| Spinnaker Trust | 0.25% | Reduce -4.7% | 31,175 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -95.6% | 31,063 | $3.9M |
| Legacy CG, LLC | 1.20% | Add +0.7% | 31,061 | $3.9M |
| Vanderbilt University | 0.76% | Add +6.2% | 30,645 | $3.9M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +7.3% | 30,582 | $3.9M |
| Vident Advisory, LLC | 0.07% | Reduce -32.3% | 30,434 | $3.8M |
| Davis Selected Advisers | 0.02% | Reduce -0.6% | 29,550 | $3.7M |
| Blair William & Co. | 0.01% | Reduce -0.6% | 29,214 | $3.7M |
| E. Ohman J:or Asset Management AB | 0.08% | Add +19.2% | 28,674 | $3.6M |
| Pensionfund Sabic | 0.94% | No change | 28,559 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Add +1.4% | 28,164 | $3.5M |
| Rainey & Randall Wealth Advisors Inc. | 0.70% | Reduce -7.8% | 28,146 | $3.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.33% | Reduce -3.2% | 28,082 | $3.5M |
| Crossmark Global Holdings, Inc. | 0.06% | Reduce -0.2% | 27,781 | $3.5M |
| New Mexico Educational Retirement Board | 0.12% | Reduce -5.8% | 27,548 | $3.5M |
| Impax Asset Management Group plc | 0.02% | Reduce -24.3% | 27,541 | $3.5M |
| GDS Wealth Management | 0.31% | Add +688.0% | 26,903 | $3.4M |
| Nicola Wealth Management LTD. | 0.32% | Reduce -5.6% | 18,695 | $3.4M |
| Boston Family Office LLC | 0.23% | Add +1.6% | 26,635 | $3.4M |
| Kornitzer Capital Management Inc. | 0.07% | No change | 26,400 | $3.3M |
| Appleton Partners Inc. | 0.24% | Add +0.4% | 26,119 | $3.3M |
| Beacon Financial Planning, Inc. | 1.92% | Add +94.5% | 26,113 | $3.3M |
| MAI Capital Management | 0.02% | Add +13.9% | 26,112 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +2.9% | 25,923 | $3.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 25,500 | $3.2M |
| Romano Brothers and Company | 0.40% | Reduce -2.3% | 25,453 | $3.2M |
| ING Groep NV | 0.02% | Reduce -6.8% | 25,351 | $3.2M |
| Meiji Yasuda Life Insurance Co | 0.06% | Reduce -1.2% | 25,029 | $3.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.21% | Reduce -24.2% | 25,000 | $3.2M |
| Summit Place Financial Advisors, LLC | 1.79% | Reduce -1.7% | 24,960 | $3.1M |
| GAMCO Investors | 0.03% | Add +4.2% | 24,750 | $3.1M |
| Merit Financial Group, LLC | 0.06% | Add +22.4% | 24,557 | $3.1M |
| Avitas Wealth Management LLC | 0.42% | Add +0.6% | 24,294 | $3.1M |
| Investment Management Corp of Ontario | 0.10% | Add +22.4% | 24,256 | $3.1M |
| Perpetual Ltd | 0.04% | Add +3.5% | 24,204 | $3.1M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 23,999 | $3.0M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.36% | Reduce -5.1% | 23,741 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -20.6% | 23,673 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +93.7% | 23,671 | $3.0M |
| OMERS ADMINISTRATION Corp | 0.03% | Add +22.0% | 23,491 | $3.0M |
| Ieq Capital, LLC | 0.03% | Add +3.6% | 23,389 | $2.9M |
| Hamilton Capital Partners Inc. | 0.22% | Add +44.2% | 23,287 | $2.9M |
| GC Wealth Management RIA, LLC | 0.51% | Add +49.7% | 23,006 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -15.7% | 22,869 | $2.9M |
| Capital International Sarl | 0.07% | Add +70.4% | 22,754 | $2.9M |
| Benjamin Edwards Inc. | 0.04% | Add +13.2% | 22,330 | $2.8M |
| &partners | 0.03% | Add +63.6% | 21,252 | $2.7M |
| Assenagon Asset Management S.A. | 0.00% | Add +1.8% | 20,931 | $2.6M |
| Argentarii, LLC | 1.32% | — | 20,838 | $2.6M |
| Illinois Municipal Retirement Fund | 0.04% | Add +53.6% | 20,691 | $2.6M |
| Commerce Bank | 0.02% | Reduce -3.2% | 20,655 | $2.6M |
| Asset Planning,Inc | 1.98% | — | 20,588 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.4% | 20,315 | $2.6M |
| Kintegral Advisory, LLC | 0.24% | Reduce -4.5% | 19,982 | $2.5M |
| Beck Capital Management, LLC | 0.67% | Add +3.9% | 19,883 | $2.5M |
| Tokio Marine Asset Management Co. Ltd. | 0.09% | Add +10.0% | 19,394 | $2.4M |
| FJ Capital Management LLC | 0.28% | Reduce -6.3% | 19,341 | $2.4M |
| Engineers Gate Manager LP | 0.04% | Add +174.5% | 19,268 | $2.4M |
| J. Safra Sarasin Holding AG | 0.04% | New | 19,186 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -0.5% | 19,159 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.4% | 19,143 | $2.4M |
| Forte Capital LLC | 0.27% | Add +2.5% | 19,079 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +1513.0% | 19,082 | $2.4M |
| V-Square Quantitative Management LLC | 0.34% | Add +9.5% | 18,859 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +2.4% | 18,783 | $2.4M |
| Ossiam | 0.04% | Reduce -8.3% | 18,582 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.8% | 17,713 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +8.8% | 17,713 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.5% | 17,621 | $2.2M |
| Sheaff Brock Investment Advisors, LLC | 0.19% | Reduce -7.8% | 17,611 | $2.2M |
| Centiva Capital, LP | 0.08% | Reduce -11.7% | 17,582 | $2.2M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -8.2% | 17,328 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +0.1% | 17,133 | $2.2M |
| Centaurus Financial, Inc. | 0.13% | Add +2074.5% | 17,135 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -21.2% | 16,936 | $2.1M |
| Donoghue Forlines LLC | 0.70% | New | 16,615 | $2.1M |
| Proquility Private Wealth Partners, LLC | 0.67% | Reduce -0.9% | 16,585 | $2.1M |
| Liberty Capital Management, Inc. | 0.46% | Add +2.2% | 16,529 | $2.1M |
| Sandy Spring Bank | 0.08% | Add +7.6% | 16,512 | $2.1M |
| Edgemoor Investment Advisors, Inc. | 0.18% | Reduce -0.1% | 16,400 | $2.1M |
| Sumitomo Life Insurance Co. | 0.04% | Reduce -2.5% | 16,260 | $2.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -78.3% | 16,138 | $2.0M |
| Praxis Investment Management Inc. | 0.13% | Reduce -9.5% | 16,000 | $2.0M |
| Verde Capital Management | 0.56% | Add +4.5% | 15,883 | $2.0M |
| CenterBook Partners LP | 0.12% | Add +198.4% | 15,809 | $2.0M |
| Fairfield Financial Advisors, LTD | 0.69% | Add +4.7% | 15,624 | $2.0M |
| Wahed Invest LLC | 0.33% | Add +6.5% | 15,588 | $2.0M |
| Achmea Investment Management B.V. | 0.03% | New | 15,549 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -8.6% | 15,368 | $1.9M |
| O'ROURKE & COMPANY, Inc | 0.94% | Reduce -7.0% | 15,144 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -18.2% | 14,962 | $1.9M |
| Lombard Odier Asset Management (Switzerland) SA | 0.14% | Add +16.2% | 14,898 | $1.9M |
| RDA Financial Network | 0.54% | Reduce -4.3% | 14,736 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -25.5% | 14,618 | $1.8M |
| Creegan & Nassoura Financial Group, LLC | 1.23% | Reduce -0.3% | 14,507 | $1.8M |
| NTV Asset Management LLC | 0.24% | Reduce -0.1% | 14,424 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +120.3% | 14,417 | $1.8M |
| Cwm, LLC | 0.01% | Add +0.3% | 14,413 | $1.8M |
| Edgestream Partners, L.P. | 0.08% | Add +161.4% | 14,377 | $1.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -31.6% | 14,372 | $1.8M |
| Old Second National Bank of Aurora | 0.41% | Reduce -1.3% | 14,341 | $1.8M |
| Bard Associates Inc. | 0.61% | Reduce -0.3% | 14,334 | $1.8M |
| Red Cedar Investment Management, LLC | 0.23% | Reduce -38.0% | 14,256 | $1.8M |
| Denali Advisors LLC | 0.19% | Add +27.1% | 14,167 | $1.8M |
| Choreo, LLC | 0.03% | Reduce -2.5% | 14,029 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +139.3% | 13,824 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Add +18.6% | 13,805 | $1.7M |
| Advance Capital Management, Inc. | 0.08% | Reduce -0.0% | 13,670 | $1.7M |
| Wambolt & Associates, LLC | 0.55% | Reduce -17.8% | 13,665 | $1.7M |
| American Financial Advisors, LLC | 0.24% | Add +0.3% | 13,585 | $1.7M |
| HighPoint Advisor Group LLC | 0.09% | Add +1.9% | 12,223 | $1.7M |
| Cullinan Associates Inc. | 0.11% | Reduce -10.8% | 13,517 | $1.7M |
| United Services Automobile Association | 0.06% | Add +2.3% | 13,488 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +20.1% | 13,456 | $1.7M |
| Allianz SE | 0.04% | Add +101.8% | 13,402 | $1.7M |
| Prelude Capital Management, LLC | 0.14% | Reduce -31.3% | 13,157 | $1.7M |
| Wesbanco Bank Inc. | 0.06% | Reduce -0.1% | 13,147 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Add +34.7% | 13,116 | $1.7M |
| Stevens Capital Management LP | 0.66% | Reduce -63.9% | 13,064 | $1.6M |
| Landscape Capital Management, L.L.C. | 0.17% | New | 13,058 | $1.6M |
| Old North State Wealth Management, LLC | 0.92% | Add +0.5% | 12,925 | $1.6M |
| Independent Advisor Alliance | 0.02% | Add +16.0% | 12,813 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.0% | 12,568 | $1.6M |
| Arbor Capital Management Inc. | 1.53% | Reduce -11.3% | 11,464 | $1.6M |
| LGT Fund Management Co Ltd. | 0.14% | Add +5.8% | 12,253 | $1.5M |
| AIA Group Ltd | 0.04% | Reduce -11.6% | 12,200 | $1.5M |
| Meeder Advisory Services, Inc. | 0.09% | Reduce -2.8% | 12,013 | $1.5M |
| Triasima Portfolio Management inc. | 0.29% | New | 12,000 | $1.5M |
| Drake & Associates, LLC | 0.43% | Add +112.9% | 10,583 | $1.5M |
| Garrison Bradford & Associates Inc. | 1.57% | Reduce -2.0% | 11,926 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +7.0% | 11,914 | $1.5M |
| Canada Post Corp Registered Pension Plan | 0.09% | — | 11,509 | $1.5M |
| TrinityPoint Wealth, LLC | 0.20% | Add +13.3% | 11,404 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -13.5% | 11,282 | $1.4M |
| GF Fund Management Co. LTD. | 0.03% | — | 11,239 | $1.4M |
| Empowered Funds, LLC | 0.02% | Add +11.2% | 11,226 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.49% | Reduce -4.3% | 11,221 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -5.9% | 11,191 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +95.8% | 11,168 | $1.4M |
| Azzad Asset Management Inc. | 0.26% | Add +11.6% | 10,877 | $1.4M |
| Paradigm Asset Management Co. LLC | 0.37% | Add +2.9% | 10,838 | $1.4M |
| Gray Wealth Management Inc. | 0.51% | Reduce -2.3% | 10,687 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +4.1% | 10,656 | $1.3M |
| Vise Technologies, Inc. | 0.11% | Add +284.8% | 10,643 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.5% | 10,612 | $1.3M |
| Welch Group, LLC | 0.06% | No change | 10,700 | $1.3M |
| Wexford Capital LP | 0.34% | New | 10,500 | $1.3M |
| Diversified Trust Co. | 0.03% | Reduce -43.6% | 10,410 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -2.9% | 10,308 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +5.6% | 10,297 | $1.3M |
| American Assets Capital Advisers, LLC | 0.43% | Add +19.6% | 10,296 | $1.3M |
| Financial Counselors Inc. | 0.02% | Add +146.4% | 10,272 | $1.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.15% | Reduce -12.0% | 10,262 | $1.3M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -2.5% | 10,148 | $1.3M |
| PFG Investments, LLC | 0.08% | Reduce -2.5% | 10,053 | $1.3M |
| American Assets Investment Management, LLC | 0.10% | No change | 10,000 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -21.9% | 9,990 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +18.0% | 9,971 | $1.3M |
| GAMMA Investing LLC | 0.11% | Add +9.7% | 9,964 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +5.6% | 9,938 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | No change | 9,826 | $1.2M |
| Tradewinds, LLC. | 0.34% | Reduce -0.2% | 8,674 | $1.2M |
| RFG - Bristol Wealth Advisors, LLC | 0.40% | — | 9,659 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +0.0% | 9,619 | $1.2M |
| Ofi Invest Asset Management | 0.03% | — | 9,949 | $1.2M |
| Profund Advisors LLC | 0.04% | Reduce -41.2% | 9,545 | $1.2M |
| Jeppson Wealth Management, LLC | 0.44% | Reduce -0.5% | 9,523 | $1.2M |
| Greenleaf Trust | 0.01% | Add +3.8% | 9,420 | $1.2M |
| Caprock Group, LLC | 0.04% | Add +9.9% | 9,372 | $1.2M |
| Gallagher Fiduciary Advisors, LLC | 0.23% | Add +5.1% | 9,365 | $1.2M |
| Penserra Capital Management LLC | 0.02% | Add +6.1% | 9,291 | $1.2M |
| Checchi Capital Advisers, LLC | 0.09% | Add +1.9% | 9,206 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +6.5% | 9,191 | $1.2M |
| Entropy Technologies, LP | 0.12% | New | 9,187 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +16.7% | 9,131 | $1.2M |
| Abn Amro Investment Solutions | 0.02% | Add +24.8% | 9,082 | $1.1M |
| Trueblood Wealth Management, LLC | 0.56% | Reduce -0.2% | 9,048 | $1.1M |
| USA Financial Formulas | 0.18% | Add +1.1% | 9,029 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +45.9% | 8,971 | $1.1M |
| Banco Santander, S.A. | 0.01% | Reduce -21.1% | 8,903 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -55.7% | 8,857 | $1.1M |
| Virtus Advisers, LLC | 0.45% | Add +9.3% | 8,818 | $1.1M |
| Wolverine Asset Management LLC | 0.08% | Add +22.5% | 8,788 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Add +31.1% | 8,783 | $1.1M |
| Mufg Securities Americas Inc. | 0.15% | — | 8,732 | $1.1M |
| Schnieders Capital Management LLC | 0.22% | Reduce -1.0% | 8,704 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -63.5% | 8,187 | $1.0M |
| Pension & Wealth Management Advisors, Inc. | 0.41% | New | 8,136 | $1.0M |
| Fig Financial Advisory Services Inc. | 0.69% | — | 8,068 | $1.0M |
| Quadrant Capital Group LLC | 0.07% | Reduce -0.3% | 8,042 | $1.0M |
| Atlantic Union Bankshares Corp | 0.06% | No change | 8,000 | $1.0M |
| Prestige Wealth Management Group LLC | 0.21% | Add +5.0% | 7,999 | $1.0M |
| Horizon Investments, LLC | 0.03% | Add +1.2% | 7,978 | $1.0M |
| Community Bank & Trust, Waco, Texas | 0.23% | Reduce -3.6% | 7,964 | $1.0M |
| Bessemer Group Inc. | 0.00% | Add +8.5% | 7,914 | $997K |
| Ancora Advisors LLC | 0.02% | Reduce -3.3% | 7,853 | $990K |
| Carnegie Investment Counsel | 0.03% | No change | 7,808 | $984K |
| Morey & Quinn Wealth Partners, LLC | 0.82% | — | 7,631 | $962K |
| Stiles Financial Services Inc | 0.35% | Add +0.2% | 7,607 | $959K |
| Axecap Investments, LLC | 0.72% | Reduce -0.3% | 7,599 | $958K |
| Ameritas Advisory Services, LLC | 0.03% | Add +2.0% | 7,596 | $957K |
| Waterloo Capital, L.P. | 0.10% | Reduce -12.0% | 7,361 | $928K |
| Mgo One Seven LLC | 0.04% | Add +1.4% | 7,333 | $924K |
| Board of the Pension Protection Fund | 1.06% | — | 7,300 | $920K |
| Johnson Investment Counsel Inc. | 0.01% | Add +24.0% | 7,261 | $915K |
| ProVise Management Group, LLC | 0.08% | Reduce -37.8% | 7,200 | $907K |
| Alteri Wealth LLC | 0.25% | — | 7,176 | $904K |
| Capital Square, LLC | 0.51% | Add +42.3% | 6,595 | $902K |
| Wedmont Private Capital | 0.05% | Add +8.0% | 7,221 | $901K |
| Machina Capital S.A.S. | 0.38% | New | 7,089 | $893K |
| Headlands Technologies LLC | 0.09% | New | 7,005 | $883K |
| Graham Capital Management, L.P. | 0.04% | New | 6,982 | $880K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 6,973 | $879K |
| Summit Global Investments | 0.05% | Add +193.6% | 6,925 | $873K |
| Agate Pass Investment Management, LLC | 0.39% | New | 6,915 | $871K |
| Wolverine Trading, LLC | 0.02% | Reduce -21.1% | 6,957 | $869K |
| Busey Bank | 0.03% | Add +1.9% | 6,881 | $867K |
| Richwood Investment Advisors, LLC | 0.72% | No change | 6,820 | $860K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -14.7% | 6,686 | $843K |
| Dodds Wealth, LLC | 0.27% | No change | 6,422 | $842K |
| Jackson Creek Investment Advisors LLC | 0.25% | Reduce -3.5% | 6,669 | $840K |
| Townsquare Capital LLC | 0.01% | Add +22.0% | 6,642 | $837K |
| Greenup Street Wealth Management LLC | 0.17% | Add +0.1% | 6,603 | $832K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.8% | 6,512 | $821K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -4.7% | 6,508 | $820K |
| Oak Thistle LLC | 0.24% | New | 6,507 | $820K |
| Williamson Legacy Group, LLC | 0.54% | New | 6,432 | $811K |
| Arkadios Wealth Advisors | 0.04% | Reduce -1.1% | 6,418 | $809K |
| Burke & Herbert Bank & Trust Co. | 0.19% | No change | 6,408 | $808K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.04% | Add +33.2% | 6,413 | $807K |
| Monetary Management Group Inc. | 0.21% | Reduce -3.8% | 6,350 | $800K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.3% | 6,331 | $798K |
| Huntington National Bank | 0.01% | Add +15.9% | 6,325 | $797K |
| Cigna Investments Inc. | 0.14% | Add +2.0% | 6,313 | $795K |
| Sigma Planning Corp | 0.02% | Add +13.6% | 6,276 | $791K |
| Ingalls & Snyder LLC | 0.03% | No change | 6,246 | $787K |
| Values First Advisors, Inc. | 0.43% | Add +4.0% | 6,236 | $786K |
| Finward Bancorp | 0.68% | — | 6,223 | $784K |
| Bailard, Inc. | 0.02% | Add +2.9% | 6,216 | $783K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +1.9% | 5,947 | $780K |
| Pacific Sun Financial Corp | 0.42% | No change | 6,138 | $774K |
| Fulcrum Capital LLC | 0.16% | Reduce -3.8% | 6,126 | $772K |
| Manske Wealth Management | 0.31% | — | 6,113 | $770K |
| Dudley Capital Management, LLC | 0.39% | No change | 6,075 | $766K |
| Everhart Financial Group, Inc. | 0.16% | Add +2.6% | 6,069 | $765K |
| Ballentine Partners, LLC | 0.01% | Add +5.9% | 5,924 | $747K |
| Madden Advisory Services, Inc. | 0.34% | Reduce -6.6% | 5,859 | $738K |
| Smartleaf Asset Management LLC | 0.07% | Add +18.1% | 5,843 | $730K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.7% | 5,764 | $726K |
| Kingsview Wealth Management, LLC | 0.01% | Add +15.2% | 5,720 | $721K |
| Texas Yale Capital Corp. | 0.03% | Add +3.0% | 5,714 | $720K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.1% | 5,699 | $718K |
| Good Life Advisors, LLC | 0.05% | Add +11.2% | 5,675 | $715K |
| Cresset Asset Management, LLC | 0.00% | New | 5,654 | $713K |
| Compound Planning, Inc. | 0.04% | Add +12.2% | 5,634 | $710K |
| Ibex Wealth Advisors | 0.08% | New | 5,592 | $705K |
| Federated Hermes, Inc. | 0.00% | Reduce -68.1% | 5,550 | $699K |
| Quantbot Technologies LP | 0.03% | New | 5,536 | $698K |
| Commerzbank Aktiengesellschaft | 0.02% | Add +26.8% | 5,579 | $697K |
| Lumbard & Kellner, LLC | 0.30% | No change | 5,496 | $693K |
| Ellevest, Inc. | 0.04% | Add +23.6% | 5,494 | $692K |
| Raiffeisen Bank International AG | 0.01% | — | 5,513 | $689K |
| NorthRock Partners, LLC | 0.02% | Reduce -8.3% | 5,359 | $675K |
| Retirement Planning Co of New England, Inc. | 0.33% | Add +0.2% | 5,356 | $675K |
| Allworth Financial LP | 0.00% | Add +38.7% | 5,079 | $666K |
| Sara-Bay Financial | 0.25% | Reduce -1.0% | 5,300 | $662K |
| Ostrum Asset Management | 0.06% | Add +1.7% | 5,217 | $657K |
| Fifth Third Wealth Advisors LLC | 0.04% | Reduce -1.5% | 5,140 | $648K |
| IHT Wealth Management, LLC | 0.02% | Reduce -22.3% | 5,089 | $641K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.2% | 5,065 | $638K |
| Benchmark Investment Advisors LLC | 0.41% | No change | 5,060 | $638K |
| ARS Wealth Advisors Group, LLC | 0.09% | No change | 5,021 | $633K |
| Brookstone Capital Management | 0.01% | Reduce -41.1% | 5,007 | $631K |
| LongView Wealth Management | 0.19% | Reduce -3.2% | 4,978 | $627K |
| LRI Investments, LLC | 0.06% | No change | 4,953 | $624K |
| Walleye Capital LLC | 0.01% | Reduce -79.0% | 4,949 | $624K |
| Pinebridge Investments, L.P. | 0.00% | New | 4,938 | $622K |
| Marshall Financial Group, LLC | 0.15% | Reduce -3.3% | 4,935 | $622K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -0.3% | 4,894 | $617K |
| Investment Advisory Group, LLC | 0.21% | Add +1.8% | 4,889 | $616K |
| Legacy Wealth Asset Management, LLC | 0.17% | Reduce -1.4% | 4,885 | $616K |
| Tower Bridge Advisors | 0.07% | No change | 4,850 | $611K |
| Apollon Wealth Management, LLC | 0.01% | Add +17.6% | 4,847 | $611K |
| Dogwood Wealth Management LLC | 0.32% | Add +9.7% | 4,846 | $611K |
| Integrated Advisors Network LLC | 0.03% | Add +2.4% | 4,821 | $608K |
| Prudent Man Advisors, LLC | 0.22% | Add +6.0% | 4,774 | $602K |
| Principal Securities, Inc. | 0.01% | Add +7.3% | 4,750 | $599K |
| Associated Banc-Corp | 0.02% | No change | 4,714 | $594K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -3.4% | 4,687 | $591K |
| DAVENPORT & Co LLC | 0.00% | Reduce -27.8% | 4,672 | $589K |
| Schechter Investment Advisors, LLC | 0.04% | Add +2.5% | 4,658 | $587K |
| Panoramic Investment Advisors, LLC | 0.38% | No change | 4,652 | $586K |
| Verition Fund Management LLC | 0.00% | Reduce -58.8% | 4,636 | $584K |
| Parallel Advisors, LLC | 0.01% | Add +18.7% | 4,582 | $577K |
| Qtron Investments LLC | 0.08% | No change | 4,543 | $573K |
| Carmel Capital Partners, LLC | 0.23% | Add +1.3% | 4,540 | $572K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +3.0% | 4,538 | $572K |
| AlphaCore Capital LLC | 0.12% | Reduce -2.5% | 4,522 | $570K |
| Aptus Capital Advisors, LLC | 0.01% | Add +36.8% | 4,509 | $568K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.9% | 4,495 | $566K |
| Gold Investment Management Ltd. | 0.24% | Reduce -1.2% | 4,484 | $565K |
| Obermeyer Wealth Partners | 0.03% | No change | 4,457 | $562K |
| Syon Capital LLC | 0.05% | Reduce -2.8% | 4,406 | $555K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 4,397 | $554K |
| Stokes Family Office, LLC | 0.06% | New | 4,387 | $553K |
| Southland Equity Partners LLC | 0.13% | Add +18.8% | 4,368 | $550K |
| HF Advisory Group, LLC | 0.25% | Reduce -15.1% | 4,351 | $548K |
| Premier Path Wealth Partners, LLC | 0.08% | Add +3.3% | 4,350 | $548K |
| First American Trust, FSB | 0.05% | Add +0.6% | 4,319 | $544K |
| Summit Financial, LLC | 0.02% | Add +74.3% | 4,315 | $544K |
| Global Retirement Partners, LLC | 0.02% | Reduce -3.9% | 4,315 | $544K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 4,308 | $543K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -50.0% | 4,296 | $541K |
| Cambria Investment Management, L.P. | 0.03% | Add +27.4% | 4,290 | $541K |
| Comprehensive Money Management Services LLC | 0.44% | — | 4,276 | $539K |
| Net Worth Advisory Group | 0.16% | Add +51.2% | 4,247 | $535K |
| Lake Street Advisors Group, LLC | 0.02% | Reduce -1.2% | 4,240 | $534K |
| Whittier Trust Co. | 0.01% | Reduce -3.0% | 4,202 | $530K |
| Brighton Jones LLC | 0.02% | Add +7.1% | 4,185 | $527K |
| Summit Trail Advisors, LLC | 0.02% | Add +21.6% | 4,185 | $527K |
| Great Diamond Partners, LLC | 0.14% | New | 4,172 | $526K |
| EP Wealth Advisors, LLC | 0.00% | Add +18.9% | 4,157 | $524K |
| Hendershot Investments Inc. | 0.07% | No change | 4,116 | $519K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -5.6% | 4,115 | $519K |
| Callan Family Office, LLC | 0.03% | New | 4,095 | $516K |
| Fidelis Capital Partners, LLC | 0.05% | Add +118.3% | 3,669 | $515K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 4,060 | $512K |
| Proficio Capital Partners LLC | 0.04% | Add +148.3% | 4,047 | $510K |
| GTS Securities LLC | 0.02% | Reduce -54.7% | 4,033 | $508K |
| Baldwin Investment Management, LLC | 0.07% | Add +7.1% | 4,027 | $508K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -14.3% | 4,013 | $506K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -9.6% | 3,966 | $500K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.18% | No change | 3,962 | $499K |
| Glenview Trust Co | 0.01% | Add +0.1% | 3,958 | $499K |
| Monument Capital Management | 0.14% | Reduce -3.1% | 3,921 | $494K |
| Cypress Capital Group | 0.06% | Reduce -15.7% | 3,887 | $490K |
| Sage Mountain Advisors LLC | 0.04% | Add +3.2% | 3,886 | $490K |
| Flputnam Investment Management Co. | 0.01% | Add +0.4% | 3,845 | $485K |
| Van Hulzen Asset Management, LLC | 0.04% | No change | 3,844 | $484K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +16.5% | 3,788 | $477K |
| Evanson Asset Management, LLC | 0.03% | Add +0.2% | 3,780 | $476K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +73.0% | 3,753 | $473K |
| Great Lakes Advisors, LLC | 0.00% | Add +61.9% | 3,739 | $471K |
| Caldwell Sutter Capital, Inc. | 0.22% | Add +47.5% | 3,725 | $469K |
| LMR Partners LLP | 0.01% | New | 3,712 | $468K |
| Moors & Cabot, Inc. | 0.02% | Add +1.5% | 3,672 | $463K |
| Synovus Financial Corp. | 0.01% | Add +9.9% | 3,655 | $461K |
| Panagora Asset Management Inc. | 0.00% | Reduce -58.4% | 3,649 | $460K |
| Perigon Wealth Management, LLC | 0.01% | Add +48.6% | 3,549 | $457K |
| Sustainable Insight Capital Management, LLC | 0.20% | Reduce -17.7% | 3,622 | $456K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -1.3% | 3,619 | $456K |
| LCNB Corp. | 0.17% | No change | 3,604 | $454K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +5.9% | 3,571 | $450K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.7% | 3,548 | $447K |
| Peak Planning Group, LLC | 0.19% | Add +0.2% | 3,535 | $446K |
| Hutchens & Kramer Investment Management Group, LLC | 0.24% | Reduce -1.1% | 3,535 | $446K |
| Trustmark Bank Trust Department | 0.03% | Reduce -0.1% | 3,527 | $445K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.03% | No change | 3,522 | $444K |
| St Germain D J Co. Inc. | 0.02% | Add +536.2% | 3,499 | $441K |
| Harbour Investments, Inc. | 0.01% | Reduce -17.3% | 3,486 | $439K |
| Evergreen Capital Management LLC | 0.01% | Add +6.3% | 3,461 | $436K |
| PDS Planning, Inc | 0.04% | Reduce -0.4% | 3,457 | $436K |
| Stonebridge Financial Group, LLC | 0.05% | — | 3,452 | $435K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.5% | 3,451 | $435K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Reduce -8.1% | 3,444 | $434K |
| Graypoint LLC | 0.03% | Add +2.5% | 3,427 | $432K |
| Lake Street Private Wealth, LLC | 0.07% | No change | 3,418 | $431K |
| Howard Capital Management, LLC | 0.01% | Add +5.3% | 3,368 | $424K |
| River Street Advisors LLC | 0.22% | Add +11.4% | 3,365 | $424K |
| Prairie Sky Financial Group LLC | 0.26% | No change | 3,332 | $420K |
| Pinnacle Wealth Management Group, Inc. | 0.26% | No change | 3,318 | $418K |
| Sfmg, LLC | 0.03% | Reduce -0.1% | 3,299 | $416K |
| Shelton Capital Management | 0.01% | Add +17.4% | 3,278 | $413K |
| Conning Inc. | 0.02% | Add +5.1% | 3,277 | $413K |
| Emergent Wealth Advisors, LLC | 0.30% | No change | 3,251 | $410K |
| Point Windward Advisors Inc. | 0.15% | No change | 3,250 | $410K |
| SVB Wealth LLC | 0.01% | New | 3,229 | $407K |
| Avestar Capital, LLC | 0.04% | Add +26.1% | 3,198 | $403K |
| Tuttle Capital Management, LLC | 2.07% | Add +34.8% | 3,193 | $402K |
| Personal Cfo Solutions, LLC | 0.08% | Reduce -16.2% | 3,186 | $402K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -2.6% | 2,593 | $393K |
| CoreCap Advisors, LLC | 0.02% | Reduce -3.5% | 3,113 | $392K |
| HBK Sorce Advisory LLC | 0.01% | Add +5.2% | 3,106 | $391K |
| Nilsine Partners, LLC | 0.04% | Add +6.9% | 3,103 | $391K |
| Equitable Holdings, Inc. | 0.00% | Add +1.9% | 3,090 | $389K |
| Plato Investment Management Ltd | 0.03% | No change | 3,075 | $389K |
| Kapitalo Investimentos Ltda | 0.26% | New | 3,077 | $388K |
| Financial Advocates Investment Management | 0.02% | Add +10.0% | 3,032 | $382K |
| LYNX Capital Group Ltd. | 0.22% | No change | 3,001 | $378K |
| Dividend Assets Capital, LLC | 0.07% | No change | 3,000 | $378K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,975 | $375K |
| CX Institutional | 0.01% | Add +1.6% | 2,929 | $369K |
| Keystone Financial Group | 0.04% | No change | 2,910 | $367K |
| Whipplewood Advisors, LLC | 0.21% | — | 2,909 | $367K |
| BSW Wealth Partners | 0.05% | Add +18.9% | 2,893 | $365K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +1.0% | 2,854 | $360K |
| Cetera Trust Company, N.A | 0.23% | Reduce -5.8% | 2,850 | $359K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -60.8% | 2,842 | $358K |
| Alps Advisors Inc. | 0.00% | New | 2,805 | $354K |
| Savvy Advisors, Inc. | 0.04% | New | 2,796 | $352K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +0.7% | 2,787 | $351K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +5.4% | 2,774 | $350K |
| Visionary Wealth Advisors | 0.02% | Reduce -3.5% | 2,760 | $348K |
| Capital Analysts, LLC | 0.01% | Add +0.5% | 2,743 | $346K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -2.6% | 2,690 | $339K |
| Dearborn Partners LLC | 0.01% | Reduce -10.6% | 2,675 | $337K |
| Clarius Group, LLC | 0.02% | Reduce -1.7% | 2,671 | $337K |
| Koshinski Asset Management, Inc. | 0.03% | Add +2.2% | 2,669 | $336K |
| Pitcairn Co. | 0.02% | Reduce -59.1% | 2,666 | $336K |
| Bowman & Co S.C. | 0.17% | No change | 2,665 | $336K |
| Fiduciary Trust Co | 0.00% | Add +9.4% | 2,660 | $335K |
| Covenant Asset Management, LLC | 0.07% | Reduce -2.0% | 2,659 | $335K |
| Hartline Investment Corp./ | 0.04% | No change | 2,652 | $334K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.1% | 2,645 | $333K |
| Whalerock Point Partners, LLC | 0.08% | Add +10.4% | 2,638 | $332K |
| Blue Capital, Inc. | 0.23% | — | 2,616 | $330K |
| Jacobi Capital Management LLC | 0.02% | Add +6.9% | 2,613 | $329K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Add +0.5% | 2,600 | $328K |
| Essex Financial Services, Inc. | 0.02% | Reduce -0.3% | 2,595 | $327K |
| Lindbrook Capital, LLC | 0.03% | Add +1.3% | 2,559 | $323K |
| ICONIQ Capital, LLC | 0.01% | Add +48.8% | 2,557 | $322K |
| Wharton Business Group, LLC | 0.01% | No change | 2,555 | $322K |
| Painted Porch Advisors LLC | 0.16% | No change | 2,545 | $321K |
| 44 Wealth Management LLC | 0.12% | Reduce -7.6% | 2,528 | $319K |
| Rothschild Capital Partners, LLC | 0.08% | Add +39.1% | 2,524 | $318K |
| Balboa Wealth Partners | 0.07% | Reduce -32.9% | 2,523 | $318K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 2,500 | $315K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -82.0% | 2,495 | $314K |
| Bokf, NA | 0.01% | Reduce -3.9% | 2,509 | $313K |
| Hudock, Inc. | 0.05% | Add +0.2% | 2,479 | $313K |
| IFG Advisory, LLC | 0.02% | New | 2,477 | $312K |
| Retirement Planning Group, LLC / NY | 0.34% | — | 2,476 | $312K |
| Marcum Wealth, LLC | 0.03% | Reduce -3.0% | 2,455 | $309K |
| First National Bank of Mount Dora, Trust Investment Services | 0.07% | No change | 2,455 | $309K |
| bLong Financial, LLC | 0.25% | — | 2,450 | $309K |
| Keel Point, LLC | 0.02% | Add +1.4% | 2,449 | $309K |
| Cambiar Investors LLC | 0.01% | No change | 2,438 | $307K |
| Purkiss Capital Advisors LLC | 0.26% | — | 2,429 | $306K |
| AA Financial Advisors, LLC | 0.08% | No change | 2,418 | $305K |
| L2 Asset Management, LLC | 0.07% | Add +6.9% | 2,414 | $304K |
| Atom Investors LP | 0.04% | Reduce -9.2% | 2,409 | $304K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,406 | $303K |
| Oddo BHF Asset Management Sas | 0.02% | New | 2,394 | $302K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -1.2% | 2,386 | $301K |
| Western Wealth Management, LLC | 0.02% | Add +6.3% | 2,383 | $300K |
| West Family Investments, Inc. | 0.10% | Add +40.7% | 2,362 | $298K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -4.7% | 2,357 | $297K |
| Barnes Pettey Financial Advisors, LLC | 0.23% | Reduce -6.0% | 2,352 | $296K |
| Flow Traders U.S. LLC | 0.01% | New | 2,348 | $296K |
| Sentry Investment Management LLC | 0.14% | New | 2,332 | $294K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.10% | Add +9.4% | 2,330 | $294K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -16.0% | 2,329 | $294K |
| Bridgefront Capital, LLC | 0.10% | New | 2,321 | $293K |
| Planned Solutions, Inc. | 0.12% | No change | 2,307 | $291K |
| Titleist Asset Management, LLC | 0.03% | No change | 2,307 | $291K |
| MTM Investment Management, LLC | 0.11% | No change | 2,300 | $290K |
| Wedbush Securities Inc. | 0.01% | Add +12.1% | 2,287 | $288K |
| Carr Financial Group Corp | 0.09% | Add +0.4% | 2,271 | $286K |
| Ascentis Independent Advisors | 0.05% | Reduce -41.6% | 2,270 | $286K |
| Register Financial Advisors LLC | 0.14% | Reduce -13.5% | 2,250 | $284K |
| CIBC Private Wealth Group LLC | 0.00% | Add +28.4% | 2,242 | $284K |
| Modera Wealth Management, LLC | 0.00% | Add +28.6% | 2,245 | $283K |
| Contravisory Investment Management, Inc. | 0.06% | Add +4.6% | 2,238 | $282K |
| World Investment Advisors | 0.01% | New | 2,236 | $282K |
| Longboard Asset Management, LP | 0.74% | — | 2,215 | $279K |
| Pflug Koory, LLC | 0.02% | No change | 2,215 | $279K |
| Woodmont Investment Counsel LLC | 0.02% | Add +3.8% | 2,213 | $279K |
| Blue Fin Capital, Inc. | 0.05% | No change | 2,210 | $279K |
| Simon Quick Advisors, LLC | 0.02% | Add +11.4% | 2,195 | $277K |
| Triad Wealth Partners, LLC | 0.10% | New | 2,182 | $275K |
| Shelton Wealth Management, LLC | 0.15% | Add +0.5% | 2,164 | $273K |
| Childress Capital Advisors, LLC | 0.08% | Add +3.7% | 2,152 | $271K |
| One Degree Advisors Inc | 0.11% | Reduce -1.6% | 1,885 | $270K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 2,137 | $269K |
| Verdence Capital Advisors LLC | 0.02% | No change | 2,125 | $268K |
| Orion Capital Management LLC | 0.12% | Reduce -4.5% | 2,120 | $267K |
| First Affirmative Financial Network | 0.15% | Add +15.2% | 2,118 | $267K |
| Aureus Asset Management, LLC | 0.02% | New | 2,116 | $267K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +6.2% | 2,109 | $266K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -5.3% | 2,100 | $264K |
| Northcape Wealth Management, LLC | 0.09% | No change | 2,092 | $264K |
| Mutual Advisors, LLC | 0.01% | Add +0.7% | 2,045 | $263K |
| Evoke Wealth, LLC | 0.01% | Add +2.6% | 2,088 | $263K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -38.6% | 2,080 | $262K |
| Guyasuta Investment Advisors Inc. | 0.02% | New | 2,074 | $261K |
| Ritholtz Wealth Management | 0.01% | New | 2,072 | $261K |
| Quotient Wealth Partners, LLC | 0.01% | Add +5.3% | 2,062 | $260K |
| Mather Group, Llc. | 0.00% | Add +3.8% | 2,053 | $259K |
| Kathmere Capital Management, LLC | 0.02% | New | 2,038 | $257K |
| AGH Wealth Advisors, LLC | 0.24% | — | 2,028 | $256K |
| C2C Wealth Management, LLC | 0.23% | No change | 2,000 | $252K |
| Echo Wealth Management, LLC | 0.17% | No change | 2,000 | $252K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -5.1% | 2,000 | $252K |
| GM Advisory Group, LLC | 0.01% | No change | 2,000 | $252K |
| Regions Financial Corp. | 0.00% | Reduce -5.7% | 1,969 | $248K |
| Motco | 0.03% | No change | 1,961 | $247K |
| Bridge Creek Capital Management LLC | 0.08% | No change | 1,953 | $246K |
| Commons Capital, LLC | 0.22% | Reduce -3.4% | 1,935 | $244K |
| Alta Advisers Ltd | 0.15% | Add +38.1% | 1,933 | $244K |
| AE Wealth Management LLC | 0.00% | Add +19.5% | 1,932 | $244K |
| Valmark Advisers, Inc. | 0.00% | New | 1,932 | $243K |
| Prosperity Financial Group, Inc. | 0.12% | Add +0.1% | 1,919 | $242K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.5% | 1,918 | $242K |
| Geller Advisors LLC | 0.02% | Add +3.8% | 1,911 | $241K |
| Apella Capital, LLC | 0.01% | Add +1.1% | 1,904 | $240K |
| Wealth Alliance, LLC | 0.03% | Reduce -4.6% | 1,893 | $239K |
| Strategic Blueprint, LLC | 0.01% | Add +0.2% | 1,891 | $238K |
| RFG Advisory, LLC | 0.01% | New | 1,885 | $238K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -8.1% | 1,873 | $236K |
| Focus Financial Network, Inc. | 0.01% | Add +12.4% | 1,863 | $235K |
| Brooklyn Investment Group | 0.07% | Add +8.6% | 1,859 | $234K |
| Fortitude Advisory Group L.L.C. | 0.14% | Reduce -31.1% | 1,814 | $229K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +5.2% | 1,811 | $228K |
| Angeles Investment Advisors, LLC | 0.01% | Add +0.2% | 1,802 | $227K |
| XML Financial, LLC | 0.02% | Add +0.1% | 1,790 | $226K |
| Valued Retirements, Inc. | 0.30% | No change | 1,790 | $226K |
| Probity Advisors, Inc. | 0.04% | Reduce -3.9% | 1,785 | $225K |
| Cromwell Holdings LLC | 0.13% | No change | 1,781 | $224K |
| Catalina Capital Group, LLC | 0.07% | Add +0.2% | 1,777 | $224K |
| Holderness Investments Co. | 0.05% | No change | 1,777 | $224K |
| Catalyst Financial Partners LLC | 0.04% | Add +5.2% | 1,777 | $224K |
| Mystic Asset Management, Inc. | 0.06% | Reduce -22.1% | 1,765 | $222K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.5% | 1,765 | $222K |
| Continuum Advisory, LLC | 0.03% | No change | 1,757 | $221K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Reduce -46.6% | 1,750 | $221K |
| True North Advisors, LLC | 0.05% | Reduce -26.6% | 1,741 | $219K |
| Colonial Trust Advisors | 0.02% | No change | 1,717 | $216K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -5.9% | 1,715 | $216K |
| Legacy Advisors, LLC | 0.02% | New | 1,710 | $216K |
| Sivia Capital Partners, LLC | 0.11% | No change | 1,710 | $215K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,700 | $214K |
| Middleton & Co. Inc. | 0.02% | No change | 1,700 | $214K |
| Lafayette Investments, Inc. | 0.05% | No change | 1,699 | $214K |
| Accurate Wealth Management, LLC | 0.04% | Add +4.2% | 1,698 | $212K |
| Investment Advisory Services Inc. /TX | 0.07% | Reduce -41.2% | 1,680 | $212K |
| Quantum Portfolio Management LLC | 0.11% | New | 1,662 | $209K |
| Lokken Investment Group LLC | 0.09% | Add +0.1% | 1,655 | $209K |
| M&G PLC | 0.00% | Reduce -48.0% | 1,655 | $209K |
| Cidel Asset Management Inc. | 0.01% | Reduce -5.6% | 1,653 | $208K |
| Mechanics Bank Trust Department | 0.03% | No change | 1,649 | $208K |
| Natural Investments, LLC | 0.06% | — | 1,641 | $206K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | Add +1.1% | 1,631 | $206K |
| Investment Partners, LTD. | 0.08% | New | 1,602 | $202K |
| Cherokee Insurance Co | 0.09% | — | 1,600 | $202K |
| Empower Advisory Group, LLC | 0.00% | New | 1,599 | $202K |
| Intrua Financial, LLC | 0.03% | Reduce -4.9% | 1,596 | $201K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,596 | $201K |
| Roehl & Yi Investment Advisors, LLC | 0.11% | — | 1,595 | $201K |
| Hunter Associates Investment Management LLC | 0.03% | Reduce -3.0% | 1,600 | $201K |
| Regent Peak Wealth Advisors LLC | 0.05% | Add +0.3% | 1,594 | $201K |
| Liberty Wealth Management LLC | 0.03% | Add +0.1% | 1,588 | $200K |
| TD Private Client Wealth LLC | 0.01% | Reduce -2.9% | 1,541 | $194K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 1,522 | $192K |
| Bogart Wealth, LLC | 0.01% | No change | 1,519 | $191K |
| Riverview Trust Co | 0.17% | No change | 1,504 | $190K |
| Hanson & Doremus Investment Management | 0.03% | No change | 1,500 | $189K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Reduce -32.8% | 1,463 | $184K |
| State of Wyoming | 0.02% | New | 1,459 | $184K |
| Fairscale Capital, LLC | 0.16% | Reduce -3.7% | 1,448 | $182K |
| Parkside Financial Bank & Trust | 0.02% | Add +3.3% | 1,437 | $181K |
| IFP Advisors, Inc | 0.01% | Add +62.0% | 1,427 | $180K |
| MV Capital Management, Inc. | 0.02% | Reduce -0.4% | 1,379 | $174K |
| Rothschild Investment LLC | 0.01% | Add +1.6% | 1,363 | $172K |
| Cary Street Partners Financial LLC | 0.01% | — | 1,339 | $169K |
| Global X Japan Co., Ltd. | 0.02% | Add +17.6% | 1,307 | $165K |
| Key Financial Inc | 0.04% | No change | 1,231 | $155K |
| Colonial Trust Co / SC | 0.02% | Add +3.6% | 1,227 | $155K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,200 | $151K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,200 | $151K |
| Eastern Bank | 0.00% | Add +1087.6% | 1,152 | $145K |
| Arcadia Investment Management Corp. | 0.02% | No change | 1,101 | $139K |
| City State Bank | 0.05% | No change | 1,058 | $133K |
| SJS Investment Consulting Inc. | 0.02% | No change | 1,046 | $132K |
| Arax Advisory Partners | 0.01% | Add +100.6% | 1,039 | $131K |
| Beacon Capital Management, LLC | 0.02% | Reduce -35.4% | 1,029 | $130K |
| Quarry LP | 0.03% | Add +3203.2% | 1,024 | $129K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -1.3% | 1,020 | $129K |
| Quent Capital, LLC | 0.01% | Add +31.1% | 995 | $125K |
| Sit Investment Associates Inc. | 0.00% | Reduce -17.5% | 990 | $125K |
| Blue Trust, Inc. | 0.00% | Reduce -83.2% | 956 | $120K |
| North Star Investment Management Corp. | 0.01% | Add +89.0% | 945 | $119K |
| Bollard Group LLC | 0.00% | No change | 929 | $117K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 883 | $111K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -1.8% | 836 | $105K |
| Princeton Global Asset Management LLC | 0.02% | No change | 829 | $104K |
| Pathway Financial Advisers, LLC | 0.03% | Add +0.2% | 825 | $104K |
| Tobam | 0.03% | Reduce -19.9% | 821 | $103K |
| First United Bank & Trust | 0.04% | No change | 800 | $101K |
| Virtus Investment Advisers, LLC | 0.08% | New | 785 | $99K |
| Lee Danner & Bass Inc. | 0.01% | New | 776 | $98K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 775 | $98K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -66.5% | 680 | $95K |
| Centennial Bank | 0.04% | New | 740 | $93K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -1.2% | 736 | $93K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.3% | 716 | $90K |
| Flagship Wealth Advisors, LLC | 0.05% | — | 715 | $90K |
| Webster Bank, N. A. | 0.01% | No change | 700 | $88K |
| Grove Bank & Trust | 0.01% | Add +1.4% | 699 | $88K |
| Clearstead Trust, LLC | 0.02% | No change | 695 | $88K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -36.5% | 677 | $85K |
| Golden State Wealth Management, LLC | 0.01% | — | 673 | $85K |
| CVA Family Office, LLC | 0.01% | Add +13.0% | 653 | $82K |
| Wiser Advisor Group LLC | 0.12% | Add +1.4% | 653 | $82K |
| Larson Financial Group LLC | 0.00% | No change | 636 | $80K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 626 | $79K |
| First Horizon Advisors, Inc. | 0.00% | No change | 616 | $78K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 615 | $77K |
| Caldwell Trust Co | 0.01% | No change | 610 | $77K |
| Loomis Sayles & Co. L P | 0.00% | Add +528.7% | 591 | $74K |
| Financial Perspectives, Inc | 0.02% | Add +166.2% | 575 | $72K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 574 | $72K |
| Bank & Trust Co | 0.06% | No change | 550 | $69K |
| Ameriflex Group, Inc. | 0.03% | — | 506 | $69K |
| Covestor Ltd | 0.04% | Reduce -9.6% | 544 | $69K |
| Venturi Wealth Management, LLC | 0.00% | Add +6.5% | 541 | $68K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 541 | $68K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.6% | 539 | $68K |
| HM Payson & Co. | 0.00% | Reduce -0.4% | 533 | $67K |
| MCF Advisors LLC | 0.00% | No change | 524 | $66K |
| Creekmur Asset Management LLC | 0.01% | Add +0.6% | 508 | $64K |
| Deseret Mutual Benefit Administrators | 0.03% | Reduce -10.4% | 507 | $64K |
| MidAtlantic Capital Management, Inc. | 0.05% | No change | 500 | $63K |
| Valley National Advisers Inc. | 0.01% | No change | 505 | $63K |
| Spire Wealth Management | 0.00% | Add +3.4% | 481 | $61K |
| ORG Partners LLC | 0.01% | No change | 478 | $60K |
| FSA Wealth Management LLC | 0.02% | Add +0.4% | 463 | $58K |
| Manchester Capital Management LLC | 0.01% | Reduce -3.0% | 454 | $57K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 450 | $57K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 432 | $54K |
| Cape Investment Advisory, Inc. | 0.02% | New | 422 | $53K |
| Elequin Capital, LP | 0.01% | Reduce -2.6% | 408 | $51K |
| Asset Dedication, LLC | 0.00% | Add +14.8% | 403 | $51K |
| Mechanics Financial Corp | 0.02% | No change | 400 | $50K |
| Compass Wealth Management LLC | 0.01% | No change | 400 | $50K |
| First Command Advisory Services, Inc. | 0.00% | New | 400 | $50K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 394 | $50K |
| Sachetta, LLC | 0.02% | Add +0.3% | 380 | $48K |
| Private Trust Co. NA | 0.00% | Add +9.2% | 379 | $48K |
| Silvant Capital Management LLC | 0.00% | No change | 348 | $44K |
| Piscataqua Savings Bank | 0.04% | No change | 338 | $43K |
| Independence Bank of Kentucky | 0.01% | No change | 333 | $42K |
| NFSG Corp | 0.01% | No change | 323 | $41K |
| West Financial Advisors, LLC | 0.01% | No change | 320 | $40K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.6% | 316 | $40K |
| TCTC Holdings, LLC | 0.00% | Add +11.0% | 313 | $39K |
| Meeder Asset Management Inc. | 0.00% | Reduce -2.6% | 304 | $38K |
| Centerpoint Advisors, LLC | 0.01% | No change | 300 | $38K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $38K |
| Affinity Wealth LLC | 0.04% | — | 300 | $38K |
| Versant Capital Management, Inc | 0.01% | Add +165.5% | 300 | $38K |
| IAG Wealth Partners, LLC | 0.01% | No change | 300 | $38K |
| Fortitude Family Office, LLC | 0.01% | Add +2.8% | 297 | $37K |
| Rise Advisors, LLC | 0.02% | Add +0.3% | 296 | $37K |
| Bell Investment Advisors, Inc | 0.01% | Add +3.2% | 292 | $37K |
| Avior Wealth Management, LLC | 0.00% | Add +14.7% | 288 | $36K |
| Manitou Investment Management Ltd. | 0.01% | No change | 270 | $34K |
| GW&K Investment Management, LLC | 0.00% | Add +4.7% | 270 | $34K |
| TruNorth Capital Management, LLC | 0.01% | No change | 261 | $33K |
| Sound Income Strategies, LLC | 0.00% | Add +33.5% | 255 | $32K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 250 | $32K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -89.7% | 248 | $31K |
| Salem Investment Counselors Inc. | 0.00% | No change | 231 | $29K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 228 | $29K |
| Sunbelt Securities, Inc. | 0.00% | Add +8.1% | 226 | $28K |
| Sierra Ocean, LLC | 0.02% | — | 220 | $28K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 219 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 215 | $27K |
| Optimum Investment Advisors | 0.01% | No change | 212 | $27K |
| Birchbrook, Inc. | 0.01% | Add +258.6% | 208 | $26K |
| Roxbury Financial LLC | 0.03% | — | 188 | $26K |
| PSI Advisors, LLC | 0.01% | No change | 203 | $26K |
| Broadwater Capital Management LLC | 0.02% | No change | 200 | $25K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 200 | $25K |
| Global Trust Asset Management, LLC | 0.01% | No change | 200 | $25K |
| Laurel Wealth Advisors LLC | 0.00% | New | 200 | $25K |
| NBT Bank, N.A. | 0.00% | Reduce -17.1% | 194 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 191 | $24K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +1.6% | 187 | $24K |
| Trust Co. of Vermont | 0.00% | Reduce -84.2% | 188 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 184 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 182 | $23K |
| Bank of New Hampshire | 0.01% | No change | 182 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.6% | 176 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 175 | $22K |
| WPG Advisers, LLC | 0.02% | — | 172 | $22K |
| Sittner & Nelson, LLC | 0.01% | No change | 171 | $22K |
| Bellevue Asset Management, LLC | 0.01% | No change | 169 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 166 | $21K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -3.0% | 164 | $21K |
| Transce3nd, LLC | 0.01% | — | 160 | $20K |
| Park Place Capital Corp | 0.01% | No change | 151 | $19K |
| Hudson Edge Investment Partners Inc. | 0.00% | No change | 150 | $19K |
| Albion Financial Group | 0.00% | Add +9.6% | 148 | $19K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 205 | $18K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +27.0% | 146 | $18K |
| Burkett Financial Services, LLC | 0.01% | Add +0.7% | 144 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 142 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | Add +176.5% | 141 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 139 | $18K |
| Center for Financial Planning, Inc. | 0.00% | No change | 133 | $17K |
| Arlington Trust Co LLC | 0.00% | No change | 131 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 128 | $16K |
| Dunhill Financial, LLC | 0.01% | Add +21.9% | 128 | $16K |
| Abound Wealth Management | 0.01% | Add +18.9% | 126 | $16K |
| Evermay Wealth Management LLC | 0.00% | No change | 125 | $16K |
| Bayforest Capital Ltd | 0.02% | — | 120 | $15K |
| Concord Wealth Partners | 0.00% | No change | 117 | $15K |
| West Paces Advisors Inc. | 0.00% | No change | 117 | $15K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 115 | $14K |
| Y.D. More Investments Ltd | 0.00% | Add +28.7% | 112 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 115 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 111 | $14K |
| Vision Financial Markets LLC | 0.01% | — | 109 | $14K |
| NewSquare Capital LLC | 0.00% | Add +20.4% | 106 | $13K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 104 | $13K |
| Robinswood Financial LLC | 0.00% | No change | 101 | $13K |
| Highline Wealth Partners LLC | 0.00% | Add +33.3% | 100 | $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 |
| Park Square Financial Group, LLC | 0.01% | — | 98 | $12K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | New | 94 | $12K |
| Winch Advisory Services, LLC | 0.00% | Add +1.1% | 93 | $12K |
| Compass Financial Services Inc | 0.01% | — | 92 | $12K |
| New Millennium Group LLC | 0.01% | New | 91 | $11K |
| Avion Wealth | 0.00% | Add +4.8% | 88 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 83 | $10K |
| FPC Investment Advisory, Inc. | 0.01% | New | 75 | $10K |
| Red Tortoise LLC | 0.01% | No change | 81 | $10K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 79 | $10K |
| High Note Wealth, LLC | 0.00% | New | 79 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 78 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 73 | $9K |
| Hemington Wealth Management | 0.00% | No change | 78 | $9K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 55 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +56.8% | 58 | $7K |
| Navigoe, LLC | 0.01% | — | 60 | $7K |
| Crowley Wealth Management, Inc. | 0.01% | — | 55 | $7K |
| American National Bank & Trust | 0.00% | No change | 55 | $7K |
| VSM Wealth Advisory, LLC | 0.00% | — | 50 | $6K |
| Morse Asset Management, Inc | 0.00% | No change | 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% | No change | 47 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 46 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | New | 46 | $6K |
| Capital A Wealth Management, LLC | 0.01% | — | 44 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 42 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +5.1% | 41 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.9% | 36 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 38 | $5K |
| WR Wealth Planners, LLC | 0.00% | Add +28.6% | 36 | $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% | No change | 32 | $4K |
| TFC Financial Management, Inc. | 0.00% | No change | 30 | $4K |
| Clark Wealth Partners | 0.00% | — | 29 | $4K |
| Anfield Capital Management, LLC | 0.00% | Add +100.0% | 28 | $4K |
| Oarsman Capital, Inc. | 0.00% | No change | 26 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 25 | $3K |
| Millstone Evans Group, LLC | 0.00% | — | 23 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 22 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $3K |
| SouthState Bank Corp | 0.00% | No change | 21 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 17 | $2K |
| Human Investing LLC | 0.00% | New | 16 | $2K |
| Nvwm, LLC | 0.00% | No change | 16 | $2K |
| Redwood Park Advisors LLC | 0.00% | — | 15 | $2K |
| Addison Advisors LLC | 0.00% | New | 15 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 15 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | — | 15 | $2K |
| Core Alternative Capital | 0.00% | No change | 14 | $2K |
| Financial Life Planners | 0.00% | — | 13 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 13 | $2K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 12 | $2K |
| WealthTrak Capital Management LLC | 0.00% | — | 11 | $1K |
| Clean Yield Group | 0.00% | No change | 11 | $1K |
| JDM Financial Group LLC | 0.00% | No change | 10 | $1K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -52.6% | 9 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 6 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 7 | $882 |
| Nemes Rush Group LLC | 0.00% | New | 7 | $882 |
| Winnacle Wealth LLC | 0.00% | — | 7 | $864 |
| True Wealth Design, LLC | 0.00% | New | 6 | $778 |
| Measured Risk Portfolios, Inc. | 0.00% | — | 6 | $756 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 6 | $756 |
| TD Capital Management LLC | 0.00% | No change | 5 | $641 |
| Chesapeake Asset Management LLC | 0.00% | No change | 5 | $630 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 5 | $630 |
| Hager Investment Management Services, LLC | 0.00% | — | 5 | $630 |
| Activest Wealth Management | 0.00% | New | 5 | $630 |
| Financial Gravity Companies, Inc. | 0.00% | No change | 5 | $630 |
| Retirement Wealth Solutions LLC | 0.00% | — | 1 | $69 |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.