WelltowerWELL

13F holders, Q1 2025 (March 31)
1,236holders +109
172new positions
64sold out
9famous investors
$153.19avg. 13F price*

At the end of Q1 2025, 1,236 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 109 from Q4 2024. 172 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($14.2B), BlackRock, Inc. ($10.1B) and Capital International Investors ($6.5B). 9 famous investors held it, including Ron Baron (0.6% of Baron Capital (BAMCO)'s portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and David E. Shaw (0.2% 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

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions172$670.3M
Exits64$104.3M

All 13F filers, Q4 2024 → Q1 2025: 40,700,712 shares bought and 23,061,083 shares sold, net +17,639,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,236 holders

Vanguard Group Inc. 0.26% Reduce -6.0% 92,390,333 $14.2B
BlackRock, Inc. 0.21% Add +1.1% 65,616,424 $10.1B
Capital International Investors 1.29% Add +14.8% 42,593,876 $6.5B
State Street Corp. 0.24% Add +4.0% 37,876,093 $5.8B
Cohen & Steers, Inc. 10.15% Reduce -5.5% 35,819,218 $5.5B
Norges Bank 0.67% Add +0.0% 31,301,715 $4.8B
Wellington Management Group LLP 0.63% Add +14.0% 21,289,684 $3.3B
Bank of America Corp. 0.28% Add +8.9% 20,373,504 $3.1B
FMR LLC 0.17% Add +11.1% 17,537,986 $2.7B
Geode Capital Management, LLC 0.17% Add +5.4% 14,288,567 $2.2B
Principal Financial Group Inc. 0.99% Reduce -3.8% 11,462,416 $1.8B
Morgan Stanley 0.10% Add +29.8% 9,182,678 $1.4B
T. Rowe Price Associates Inc. 0.17% Add +41.6% 8,923,852 $1.4B
Northern Trust Corp. 0.19% Add +0.4% 8,467,221 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.32% Add +7.0% 8,164,840 $1.3B
JPMorgan Chase & Co. 0.09% Reduce -23.6% 7,748,667 $1.2B
Dimensional Fund Advisors LP 0.28% Reduce -3.0% 7,248,482 $1.1B
Invesco Ltd. 0.21% Reduce -4.5% 7,087,632 $1.1B
Legal & General Group Plc 0.29% Add +1.8% 7,012,104 $1.1B
Charles Schwab Investment Management Inc. 0.20% Add +14.4% 6,956,594 $1.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.14% Reduce -2.9% 6,330,814 $969.9M
Daiwa Securities Group Inc. 3.53% Reduce -12.8% 5,441,253 $833.7M
Deutsche Bank AG 0.31% Add +2.4% 5,121,288 $784.6M
Nuveen, LLC 0.23% — 4,974,895 $762.2M
Centersquare Investment Management LLC 7.87% Add +1.4% 4,962,246 $760.3M
Resolution Capital Ltd 14.64% Reduce -14.9% 4,906,779 $751.8M
Goldman Sachs Group Inc. 0.14% Add +27.9% 4,728,921 $724.5M
Bank of New York Mellon Corp 0.12% Add +0.1% 3,890,121 $596.0M
Amundi 0.21% Add +0.6% 3,798,128 $578.9M
Russell Investments Group, Ltd. 0.74% Add +0.1% 3,494,066 $535.3M
Sumitomo Mitsui Trust Group, Inc. 0.34% Add +0.0% 3,107,823 $476.1M
CBRE Investment Management Listed Real Assets LLC 7.12% Add +55.6% 3,013,247 $461.7M
UBS Group AG 0.09% Add +36.5% 2,756,160 $422.3M
PGGM Investments 5.46% Add +2.7% 2,641,471 $404.7M
Ameriprise Financial Inc. 0.11% Add +65.2% 2,648,557 $399.3M
Sei Investments Co. 0.51% Add +0.5% 2,573,109 $394.2M
Prudential Financial Inc. 0.55% Reduce -9.8% 2,505,601 $383.9M
Duff & Phelps Investment Management Co. 4.44% Reduce -3.8% 2,476,746 $379.5M
HSBC Holdings PLC 0.23% Add +4.1% 2,298,272 $352.1M
Zimmer Partners, LP 5.77% Reduce -44.2% 1,856,848 $284.5M
California Public Employees Retirement System 0.20% Add +10.3% 1,832,221 $280.7M
Macquarie Group Ltd. 0.35% Reduce -1.8% 1,819,966 $278.8M
Voya Investment Management LLC 0.36% Add +27.8% 1,773,947 $271.4M
Swiss National Bank 0.19% Add +0.5% 1,756,300 $269.1M
Barclays PLC 0.11% Add +89.3% 1,592,699 $244.0M
Nordea Investment Management AB 0.25% Add +3.7% 1,531,916 $235.5M
National Pension Service 0.23% Add +9.1% 1,531,823 $234.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.21% Add +13.3% 1,519,109 $232.7M
Aberdeen Group plc 0.45% Add +12.0% 1,497,471 $228.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.45% Reduce -6.3% 1,443,747 $221.2M
APG Asset Management US Inc. 1.68% Add +6.2% 1,420,826 $219.0M
CANADA LIFE ASSURANCE Co 0.38% Add +15.2% 1,405,362 $215.6M
Aew Capital Management L P 10.31% Reduce -2.3% 1,375,868 $210.8M
Qube Research & Technologies Ltd 0.33% Add +21.7% 1,367,708 $209.5M
Schroder Investment Management Group 0.21% Add +0.5% 1,356,305 $207.8M
Baron Capital (BAMCO) 0.59% Add +14.8% 1,322,247 $202.6M
Rhumbline Advisers 0.19% Add +4.3% 1,300,721 $199.3M
Lasalle Investment Management Securities LLC 8.72% Reduce -9.7% 1,300,615 $199.3M
Alliancebernstein L.P. 0.07% Add +10.8% 1,263,217 $193.5M
Asset Management One Co., Ltd. 0.63% Add +4.2% 1,191,416 $182.5M
Nomura Asset Management Co. Ltd. 0.56% Add +7.2% 1,183,898 $181.4M
BNP Paribas Financial Markets 0.14% Reduce -3.3% 1,182,474 $181.2M
American Century Companies Inc. 0.11% Reduce -4.0% 1,123,762 $172.2M
Public Employees Retirement System of Ohio 0.62% Add +0.9% 1,109,815 $170.0M
Heitman Real Estate Securities LLC 10.73% Add +66.6% 1,080,211 $165.5M
Renaissance Technologies 0.25% Add +73.2% 1,078,763 $165.3M
Wells Fargo & Company 0.04% Add +0.1% 1,043,797 $159.9M
Pictet Asset Management Holding SA 0.17% Reduce -5.8% 1,006,919 $154.3M
California State Teachers Retirement System 0.18% Reduce -0.0% 972,027 $148.9M
Adelante Capital Management LLC 11.17% Reduce -17.7% 963,730 $147.7M
Castle Hook Partners LP 3.78% New 938,174 $143.7M
D. E. Shaw & Co. 0.17% Reduce -10.9% 872,445 $133.7M
Citigroup Inc. 0.10% Add +57.9% 844,809 $129.4M
Royal Bank of Canada 0.03% Reduce -3.2% 784,212 $120.1M
STRS Ohio 0.50% Reduce -0.5% 773,141 $118.5M
Marshall Wace, LLP 0.16% Add +2341.5% 768,479 $117.7M
New York State Common Retirement Fund 0.17% Reduce -0.6% 762,265 $116.8M
Citadel Advisors 0.11% Reduce -43.4% 745,107 $114.2M
Raymond James Financial Inc. 0.04% Add +0.6% 722,928 $110.8M
Acadian Asset Management LLC 0.31% Add +565.7% 717,913 $110.0M
National Bank of Canada 0.12% Add +49.3% 694,889 $106.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.30% Add +26.8% 690,785 $105.8M
Korea Investment CORP 0.26% Add +43.3% 687,680 $105.4M
Allianz Asset Management GmbH 0.15% Reduce -43.9% 677,156 $103.7M
Neuberger Berman Group LLC 0.09% Add +23.3% 676,272 $103.6M
Cardano Risk Management B.V. 1.60% New 658,763 $100.9M
Zurich Insurance Group Ltd 0.77% New 622,580 $95.4M
Janus Henderson Group PLC 0.05% Add +5.5% 610,502 $93.6M
Swedbank AB 0.12% Reduce -5.5% 600,180 $92.0M
GRS Advisors, LLC 9.38% Add +1607.0% 588,454 $90.2M
State Board of Administration of Florida Retirement System 0.18% Add +2.5% 580,297 $88.9M
Capital Research Global Investors 0.02% Reduce -16.1% 570,000 $87.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.21% Add +191.0% 521,962 $80.0M
Bank of Montreal 0.04% Reduce -17.6% 515,217 $78.9M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -21.3% 505,606 $77.5M
Mitsubishi UFJ Trust & Banking Corp 0.20% Add +25.1% 503,922 $77.2M
Storebrand Asset Management As 0.24% Reduce -1.9% 488,017 $74.8M
Retirement Systems of Alabama 0.28% Add +1.9% 471,351 $72.2M
AXA S.A. 0.23% Reduce -8.7% 462,894 $70.9M
New York State Teachers Retirement System 0.16% Add +0.8% 460,774 $70.6M
Envestnet Asset Management Inc. 0.02% Add +0.1% 458,734 $70.3M
State of New Jersey Common Pension Fund D 0.31% Reduce -2.4% 453,296 $69.4M
KBC Group NV 0.21% Add +11.5% 442,530 $67.8M
Aviva PLC 0.16% Add +16.8% 434,871 $66.6M
Natixis Advisors, LLC 0.12% Add +19.8% 425,994 $65.3M
M.D. Sass, LLC 5.69% Add +9.1% 422,000 $64.7M
Franklin Resources Inc. 0.02% Add +23.5% 421,253 $64.5M
1832 Asset Management L.P. 0.12% Add +111.8% 420,387 $64.4M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Add +1.8% 420,263 $64.4M
Manufacturers Life Insurance Company, The 0.06% Add +6.8% 407,375 $62.4M
Candriam S.C.A. 0.39% Add +538.2% 406,090 $62.2M
Capital International, Inc. 0.75% Reduce -4.2% 403,806 $61.9M
UniSuper Management Pty Ltd 0.45% Add +0.5% 397,676 $60.9M
Robeco Institutional Asset Management B.V. 0.12% Add +4.8% 388,671 $59.5M
DekaBank Deutsche Girozentrale 0.11% Reduce -0.8% 379,147 $57.7M
State of Alaska, Department of Revenue 0.65% Add +2.4% 375,363 $57.5M
Resona Asset Management Co.,Ltd. 0.33% Add +9.5% 374,603 $57.5M
Brookfield Corp 0.08% Add +39.1% 371,317 $56.9M
Capital Group Private Client Services, Inc. 0.55% Add +22.0% 369,243 $56.6M
State of Wisconsin Investment Board 0.14% Add +3.3% 364,592 $55.9M
Balyasny Asset Management L.P. 0.14% Add +117.4% 363,420 $55.7M
Victory Capital Management Inc. 0.06% Add +2.0% 353,778 $54.2M
Border to Coast Pensions Partnership Ltd 1.10% Reduce -15.7% 350,000 $53.6M
FIL Ltd 0.05% Reduce -12.3% 346,592 $53.1M
Bowen Hanes & Co. Inc. 1.48% No change 346,281 $53.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.31% Add +4.1% 339,781 $52.1M
Handelsbanken Fonder AB 0.20% Reduce -3.4% 324,452 $49.7M
Chevy Chase Trust Holdings, LLC 0.16% Add +2.8% 321,519 $49.3M
Uniplan Investment Counsel, Inc. 4.92% Reduce -6.7% 320,165 $49.1M
Teacher Retirement System of Texas 0.20% Reduce -41.8% 313,745 $48.1M
Employees Retirement System of Texas 0.53% Reduce -2.0% 313,507 $48.0M
Danske Bank A/S 0.14% Reduce -27.6% 307,110 $47.1M
APG Asset Management N.V. 0.15% Reduce -0.4% 330,966 $46.9M
Toronto Dominion Bank 0.12% Reduce -5.5% 302,481 $46.3M
Van Eck Associates Corp. 0.06% Add +7.2% 300,602 $46.1M
CORDA Investment Management, LLC. 3.65% Reduce -16.2% 299,941 $46.0M
Royal London Asset Management Ltd. 0.11% Add +11.8% 292,975 $44.9M
Credit Agricole S A 0.17% Add +40.1% 291,337 $44.6M
Jefferies Financial Group Inc. 0.78% Add +120.0% 283,809 $43.5M
Treasurer of the State of North Carolina 0.17% Reduce -5.1% 282,119 $43.2M
Nisa Investment Advisors, LLC 0.21% Reduce -6.0% 280,029 $42.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.31% — 276,660 $42.4M
Factory Mutual Insurance Co. 0.47% No change 265,300 $40.6M
Hazelview Securities Inc. 7.20% Add +7.2% 258,569 $39.6M
LPL Financial LLC 0.02% Add +3.9% 258,052 $39.5M
AQR Capital Management 0.04% Add +4.5% 256,975 $39.4M
IFM Investors Pty Ltd 0.40% Reduce -6.5% 241,042 $36.9M
Cibc World Markets Corp. 0.29% Add +4.0% 240,171 $36.8M
Millennium Management 0.04% Reduce -77.0% 234,424 $35.9M
Braun Stacey Associates Inc. 1.47% Reduce -5.6% 234,401 $35.9M
Cerity Partners LLC 0.07% Add +0.5% 228,584 $35.0M
UMB Bank, n.a. 0.56% Add +1.2% 222,695 $34.1M
TD Asset Management Inc 0.03% Add +3.5% 221,912 $34.0M
CI Investments Inc. 0.14% Reduce -1.4% 221,306 $33.9M
PNC Financial Services Group, Inc. 0.02% Add +3.1% 219,460 $33.6M
Natixis 0.20% Reduce -0.3% 218,848 $33.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.34% Add +4.8% 218,590 $33.5M
State of Tennessee, Department of Treasury 0.13% Reduce 0.0% 215,398 $33.0M
KLP Kapitalforvaltning As 0.16% Add +1.1% 213,146 $32.7M
Stifel Financial Corp. 0.03% Add +8.3% 209,070 $32.0M
Holocene Advisors, LP 0.09% New 205,000 $31.4M
First Trust Advisors LP 0.03% Reduce -12.8% 201,929 $30.9M
Lansforsakringar Fondforvaltning AB (publ) 0.19% Reduce -50.8% 201,503 $30.9M
ExodusPoint Capital Management, LP 0.39% Add +6.7% 194,293 $29.8M
Forsta Ap-Fonden 0.22% Add +21.5% 190,600 $29.2M
NewEdge Wealth, LLC 0.51% Reduce -3.6% 184,312 $28.2M
Arizona State Retirement System 0.18% Add +2.5% 182,742 $28.0M
EP Wealth Advisors, LLC 0.22% Add +4257.5% 181,143 $27.8M
Tidal Investments LLC 0.23% Add +296.4% 180,342 $27.6M
Creative Planning 0.03% Add +9.7% 178,182 $27.3M
MetLife Investment Management, LLC 0.15% Add +0.8% 175,765 $26.9M
Caisse de depot et placement du Quebec 0.06% Reduce -4.9% 175,058 $26.8M
Sanctuary Advisors, LLC 0.18% Add +6.0% 168,640 $25.8M
Susquehanna International Group, LLP 0.04% Reduce -32.5% 168,134 $25.8M
Corebridge Financial, Inc. 0.15% Add +1.1% 167,813 $25.7M
HRT Financial LP 0.16% New 166,704 $25.5M
Ensign Peak Advisors, Inc 0.05% Add +13.2% 166,030 $25.4M
State of Michigan Retirement System 0.15% Add +3.0% 165,309 $25.3M
Nissay Asset Management Corp. /Japan 0.16% Add +3.2% 164,190 $25.2M
Public Sector Pension Investment Board 0.11% Add +5.7% 162,902 $25.0M
WestEnd Advisors, LLC 0.66% Reduce -4.8% 162,446 $24.9M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +38.7% 162,032 $24.9M
B&I Capital AG 7.85% Add +4.5% 157,590 $24.1M
Weiss Asset Management LP 0.94% New 156,566 $24.0M
Gillson Capital LP 2.04% Add +232.4% 156,301 $23.9M
Nomura Holdings Inc. 0.12% Add +72.1% 151,771 $23.3M
Intech Investment Management LLC 0.24% Reduce -4.4% 149,197 $22.9M
Point72 Asset Management 0.07% Add +133.2% 147,023 $22.5M
Mackenzie Financial Corp. 0.03% Reduce -39.6% 141,282 $21.6M
Czech National Bank 0.20% Add +9.1% 139,933 $21.4M
Vert Asset Management LLC 7.35% Reduce -22.8% 139,486 $21.4M
Alyeska Investment Group, L.P. 0.08% Reduce -77.2% 132,857 $20.4M
Wealth Enhancement Advisory Services, LLC 0.04% Add +8.6% 131,503 $20.1M
DNB Asset Management AS 0.09% Add +0.0% 129,691 $19.9M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +6.1% 128,373 $19.7M
Twinbeech Capital LP 0.35% New 127,303 $19.5M
Mercer Global Advisors Inc. 0.04% Add +2.2% 126,484 $19.4M
Waterfront Capital Partners, LLC 3.28% New 125,000 $19.2M
Tiaa Trust, National Association 0.06% Reduce -0.9% 124,052 $19.0M
Teachers Retirement System of the State of Kentucky 0.17% Add +2.4% 123,863 $19.0M
Thrivent Financial for Lutherans 0.04% Reduce -1.7% 123,402 $18.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Reduce -4.0% 123,139 $18.9M
Andra AP-fonden 0.31% Reduce -14.5% 122,900 $18.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.55% Reduce -8.6% 121,706 $18.6M
Susquehanna Fundamental Investments, LLC 0.31% Reduce -44.3% 121,165 $18.6M
Nearwater Capital Markets, Ltd 0.52% New 120,000 $18.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +0.6% 119,084 $18.2M
Walleye Trading LLC 0.52% New 119,054 $18.2M
Amalgamated Bank 0.16% Add +3.6% 118,696 $18.2M
Vestcor Inc 0.61% Add +1.1% 118,611 $18.2M
Calamos Advisors LLC 0.12% Add +1.1% 118,271 $18.1M
Van Lanschot Kempen Investment Management N.V. 0.19% Add +32.2% 117,786 $18.0M
Varma Mutual Pension Insurance Co 0.16% Reduce -9.6% 117,776 $18.0M
ProShare Advisors LLC 0.04% Reduce -5.0% 116,519 $17.9M
Prudential PLC 0.09% Add +11.1% 115,507 $17.7M
USS Investment Management Ltd 0.13% Reduce -0.1% 111,640 $17.1M
Chilton Capital Management LLC 0.74% Reduce -23.0% 111,418 $17.1M
Boothbay Fund Management, LLC 0.61% Add +3783.0% 110,356 $16.9M
Knights of Columbus Asset Advisors LLC 1.16% Add +68.2% 109,933 $16.8M
Swiss Life Asset Management Ltd 0.12% Add +23.9% 108,869 $16.7M
Assetmark, Inc. 0.05% Add +867.3% 108,030 $16.6M
Metis Global Partners, LLC 0.46% Add +14.3% 107,646 $16.5M
Guggenheim Capital LLC 0.15% Add +71.1% 106,600 $16.3M
Transform Wealth, LLC 0.97% Add +1.8% 104,512 $16.0M
Yousif Capital Management, LLC 0.19% Add +1.1% 104,280 $16.0M
Utah Retirement Systems 0.18% No change 102,203 $15.7M
Beck Bode, LLC 2.81% New 98,523 $15.1M
Cetera Investment Advisers 0.03% Add +13.3% 98,244 $15.1M
Connors Investor Services Inc. 1.49% Reduce -2.2% 97,700 $15.0M
Ethic Inc. 0.30% Add +21.5% 97,094 $15.0M
Canada Pension Plan Investment Board 0.01% Reduce -92.1% 96,663 $14.8M
Keybank National Association 0.06% Reduce -3.9% 95,371 $14.6M
TCW Group Inc. 0.13% Reduce -9.0% 95,000 $14.6M
Xponance LLC 0.14% Add +5.3% 94,863 $14.5M
CIBC Asset Management Inc 0.05% Add +4.0% 93,622 $14.3M
Lido Advisors, LLC 0.08% Add +32.3% 92,755 $14.2M
HighTower Advisors, LLC 0.02% Add +5.0% 91,984 $14.1M
Commonwealth Equity Services, LLC 0.02% Add +5.4% 90,216 $13.8M
New York Life Investment Management LLC 0.14% Add +2.4% 90,213 $13.8M
Police & Firemen's Retirement System of New Jersey 0.14% No change 89,722 $13.7M
New Age Alpha Advisors, LLC 0.60% Reduce -26.6% 87,549 $13.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +4.8% 87,406 $13.4M
Erste Asset Management GmbH 0.17% Add +73.8% 85,735 $13.2M
Mariner, LLC 0.02% Add +5.9% 85,673 $13.1M
Venture Visionary Partners LLC 0.55% Add +3.9% 85,613 $13.1M
Westpac Banking Corp. 0.96% Reduce -4.7% 84,811 $13.0M
Public Employees Retirement Association of Colorado 0.06% Add +0.0% 84,234 $12.9M
QRG Capital Management, Inc. 0.13% Add +7.5% 83,214 $12.7M
AMF Tjanstepension AB 0.09% No change 83,047 $12.7M
Captrust Financial Advisors 0.03% Add +1.0% 82,077 $12.6M
Appleton Partners Inc. 0.97% Add +212.5% 81,630 $12.5M
GSI Capital Advisors LLC 6.54% Add +10.9% 81,436 $12.5M
Tredje AP-fonden 0.12% No change 81,421 $12.5M
Jones Financial Companies LLLP 0.01% Add +33.2% 81,288 $12.5M
Fifth Third Bancorp 0.05% Add +37.6% 80,460 $12.3M
M&T Bank Corp 0.04% Add +1.4% 79,925 $12.2M
Trust Co. of Toledo NA 1.59% Reduce -2.8% 78,306 $12.0M
Mutual of America Capital Management LLC 0.13% Reduce -0.6% 76,026 $11.6M
Rockefeller Capital Management L.P. 0.03% Add +6.6% 75,975 $11.6M
Janney Montgomery Scott LLC 0.03% Add +14.4% 75,481 $11.6M
Groupe la Francaise 0.24% Add +10.8% 75,908 $11.4M
O'shaughnessy Asset Management, LLC 0.09% Add +22.3% 74,115 $11.4M
Dupont Capital Management Corp. 1.25% Add +29.8% 73,736 $11.3M
Squarepoint Ops LLC 0.03% Add +130.8% 71,695 $11.0M
Gotham Asset Management 0.09% Add +8.7% 71,515 $11.0M
Bank of Nova Scotia 0.02% Reduce -15.0% 71,430 $10.9M
CENTRAL TRUST Co 0.27% Reduce -2.6% 70,878 $10.9M
Federated Hermes, Inc. 0.02% Add +1106.0% 66,932 $10.3M
Danica Pension, Livsforsikringsaktieselskab 0.20% Add +106.0% 66,860 $10.2M
Rafferty Asset Management, LLC 0.04% Reduce -14.7% 66,426 $10.2M
Fred Alger Management, LLC 0.06% Add +22.5% 66,177 $10.1M
Sarasin & Partners LLP 0.11% New 65,764 $10.1M
Vanguard Personalized Indexing Management, LLC 0.15% Add +11.3% 65,619 $10.1M
OP Asset Management Ltd 0.17% — 64,901 $9.9M
Osaic Holdings, Inc. 0.02% Reduce -14.5% 64,723 $9.9M
LGT Group Foundation 0.14% Reduce -21.6% 64,525 $9.9M
BI Asset Management Fondsmaeglerselskab A/S 0.11% Reduce -14.4% 63,043 $9.7M
Worldquant Millennium Advisors LLC 0.06% Reduce -72.2% 61,555 $9.4M
Quantinno Capital Management LP 0.06% Add +46.9% 61,172 $9.4M
Agf Management Ltd. 0.05% Add +4.8% 60,444 $9.3M
Avanza Fonder AB 0.30% Reduce -8.9% 60,187 $9.2M
Inspire Investing, LLC 1.08% Add +5.3% 59,062 $9.0M
U.S. Capital Wealth Advisors, LLC 0.28% Reduce -3.9% 58,712 $9.0M
Eisler Capital Management Ltd. 0.27% New 58,402 $8.9M
Advisors Asset Management, Inc. 0.17% Add +8.3% 57,810 $8.9M
Norinchukin Bank, The 0.16% Add +12.1% 57,404 $8.8M
Azimuth Capital Investment Management LLC 0.34% Add +3.6% 56,254 $8.6M
Windle Wealth, LLC 4.44% Reduce -13.7% 56,250 $8.6M
Rakuten Investment Management, Inc. 0.04% — 56,057 $8.6M
Wealthfront Advisers LLC 0.02% Add +20.3% 55,700 $8.5M
Twin Tree Management, LP 0.19% Add +51.2% 55,517 $8.5M
Pinnacle Associates Ltd. 0.12% Reduce -1.3% 55,477 $8.5M
Harbour Trust & Investment Management Co 1.01% Reduce -2.3% 54,419 $8.3M
Advisors Management Group Inc. 1.80% Reduce -1.4% 53,967 $8.3M
WESPAC Advisors SoCal, LLC 2.15% Add +67.2% 53,892 $8.3M
Meiji Yasuda Asset Management Co Ltd. 0.33% Reduce -5.9% 52,906 $8.1M
Pensionfund PDN 5.35% No change 52,753 $8.1M
Elo Mutual Pension Insurance Co 0.18% Reduce -14.6% 52,750 $8.1M
Allspring Global Investments Holdings, LLC 0.01% Add +3.2% 52,125 $8.0M
Oregon Public Employees Retirement Fund 0.15% Add +3.2% 52,350 $8.0M
NEOS Investment Management LLC 0.15% Add +63.9% 51,906 $8.0M
Woodline Partners LP 0.05% Add +45.1% 51,324 $7.9M
CPC Advisors, LLC 1.05% Add +7.4% 50,006 $7.7M
Waverly Advisors, LLC 0.09% Add +259.5% 49,628 $7.6M
Cibc World Market Inc. 0.02% Reduce -71.4% 49,532 $7.6M
Cinctive Capital Management LP 0.60% Reduce -43.4% 48,884 $7.5M
Mizuho Securities USA LLC 0.16% Reduce -13.0% 48,782 $7.5M
Pacer Advisors, Inc. 0.02% Reduce -21.5% 48,480 $7.4M
Brevan Howard Capital Management LP 0.21% New 47,731 $7.3M
GeoWealth Management, LLC 0.29% Add +4.2% 47,362 $7.3M
Windward Capital Management Co. 0.62% Reduce -3.3% 47,269 $7.2M
ASR Vermogensbeheer N.V. 0.11% — 47,012 $7.2M
Pathstone Holdings, LLC 0.03% Add +2.5% 46,318 $7.1M
Truist Financial Corp. 0.01% Add +29.2% 45,777 $7.0M
Corient Private Wealth LP 0.01% Add +6.1% 45,201 $6.9M
Aptus Capital Advisors, LLC 0.08% Add +896.9% 44,952 $6.9M
US Bancorp \de 0.01% Add +1.9% 44,927 $6.9M
Daiichi Life Insurance Co., Ltd. 0.20% Add +2.2% 44,900 $6.9M
Peapack Gladstone Financial Corp. 0.10% Reduce -3.2% 44,563 $6.8M
FFG Partners, LLC 2.79% New 44,225 $6.8M
MML Investors Services, LLC 0.02% Add +12.9% 43,260 $6.6M
Carret Asset Management, LLC 0.74% Reduce -2.6% 42,995 $6.6M
Callahan Advisors, LLC 0.62% Add +0.7% 42,723 $6.5M
Los Angeles Capital Management LLC 0.03% Reduce -62.1% 42,655 $6.5M
Vident Advisory, LLC 0.09% Add +38.5% 42,141 $6.5M
Kentucky Retirement Systems 0.20% Add +5.8% 42,086 $6.4M
Verition Fund Management LLC 0.04% Add +807.7% 42,082 $6.4M
GDS Wealth Management 0.55% Add +55.7% 41,894 $6.4M
Avantax Advisory Services, Inc. 0.04% Reduce -0.8% 40,469 $6.2M
Patton Fund Management, Inc. 1.47% Reduce -22.7% 39,711 $6.1M
Primecap Management Co. 0.01% New 39,500 $6.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.6% 39,356 $6.0M
PEAK6 LLC 0.23% New 39,160 $6.0M
Focus Partners Wealth 0.01% Add +2.3% 39,033 $6.0M
Generali Asset Management SPA SGR 0.15% Reduce -19.5% 38,836 $6.0M
Atria Investments, Inc 0.08% Add +5.1% 38,592 $5.9M
Vanderbilt University 1.13% Add +25.4% 38,442 $5.9M
Naviter Wealth, LLC 0.71% Add +3.6% 38,099 $5.8M
Spirit of America Management Corp. 1.17% Add +4.7% 37,725 $5.8M
Impact Asset Management GmbH 2.26% New 37,630 $5.8M
Hartford Investment Management Co. 0.20% Add +1.6% 37,201 $5.7M
Triasima Portfolio Management inc. 1.12% Add +209.2% 37,108 $5.7M
Modern Wealth Management, LLC 0.18% Reduce -12.3% 37,052 $5.7M
Oppenheimer Asset Management Inc. 0.07% Add +9.5% 36,914 $5.7M
Gulf International Bank (UK) Ltd 0.19% Reduce -20.8% 36,426 $5.6M
Tower Research Capital LLC (TRC) 0.17% Add +53.7% 36,375 $5.6M
Allstate Corp. 0.16% Add +8.0% 36,241 $5.6M
Sterling Capital Management LLC 0.09% Add +0.2% 36,186 $5.5M
KMG Fiduciary Partners, LLC 0.46% Reduce -0.3% 36,148 $5.5M
Garland Capital Management Inc. 5.08% Reduce -13.0% 35,443 $5.4M
Capital International Sarl 0.12% Add +55.2% 35,317 $5.4M
Brown Advisory Inc. 0.01% Add +1.2% 35,296 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.9% 35,251 $5.4M
Engineers Gate Manager LP 0.09% Add +76.2% 33,948 $5.2M
Brasada Capital Management, LP 1.03% Add +1.1% 37,927 $5.2M
XTX Topco Ltd 0.26% New 33,784 $5.2M
Point72 (DIFC) Ltd 0.49% New 33,228 $5.1M
Louisiana State Employees Retirement System 0.10% Add +3.1% 32,800 $5.0M
D L Carlson Investment Group Inc. 0.96% Reduce -4.0% 32,733 $5.0M
Schonfeld Strategic Advisors LLC 0.03% Reduce -76.6% 32,366 $5.0M
Securian Asset Management, Inc. 0.15% Add +1.8% 32,272 $4.9M
Legacy CG, LLC 1.59% Add +3.4% 32,131 $4.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.45% No change 31,600 $4.8M
Blair William & Co. 0.01% Add +6.3% 31,048 $4.8M
Raiffeisen Bank International AG 0.08% Add +460.0% 30,875 $4.7M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -1.1% 30,251 $4.6M
Stevens Capital Management LP 1.14% Add +130.1% 30,057 $4.6M
Shell Asset Management Co. 0.22% Reduce -7.4% 29,935 $4.6M
Oppenheimer & Co. Inc. 0.07% Add +5.3% 29,667 $4.5M
Kestra Private Wealth Services, LLC 0.07% Add +11.4% 28,880 $4.4M
Westover Capital Advisors, LLC 0.98% Reduce -7.7% 28,830 $4.4M
Maryland State Retirement & Pension System 0.11% Reduce -12.7% 28,816 $4.4M
Banque Cantonale Vaudoise 0.19% — 28,711 $4.4M
Diversified Trust Co. 0.11% Add +175.8% 28,711 $4.4M
Pinnacle Wealth Management Advisory Group, LLC 0.40% Add +0.7% 28,289 $4.3M
Beacon Financial Planning, Inc. 2.46% Add +6.8% 27,893 $4.3M
E. Ohman J:or Asset Management AB 0.11% Reduce -2.8% 27,874 $4.3M
New Mexico Educational Retirement Board 0.15% Add +0.4% 27,648 $4.2M
ING Groep NV 0.03% Add +8.8% 27,591 $4.2M
Pensionfund Sabic 1.26% Reduce -3.5% 27,559 $4.2M
Rainey & Randall Wealth Advisors Inc. 0.83% Reduce -2.1% 27,551 $4.2M
Portfolio Design Labs, LLC 0.87% New 27,416 $4.2M
Crossmark Global Holdings, Inc. 0.07% Reduce -3.9% 26,705 $4.1M
Kornitzer Capital Management Inc. 0.08% No change 26,400 $4.0M
Ascent Group, LLC 0.17% New 26,186 $4.0M
B. Riley Wealth Advisors, Inc. 0.12% Add +13.6% 25,982 $4.0M
Boston Family Office LLC 0.28% Reduce -3.0% 25,832 $4.0M
Spinnaker Trust 0.26% Reduce -17.2% 25,824 $4.0M
Ieq Capital, LLC 0.03% Add +9.6% 25,641 $3.9M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 25,500 $3.9M
MAI Capital Management 0.03% Reduce -2.5% 25,457 $3.9M
Merit Financial Group, LLC 0.06% Add +3.0% 25,286 $3.9M
IMC-Chicago, LLC 0.15% New 25,237 $3.9M
Jain Global LLC 0.08% New 25,198 $3.9M
Impax Asset Management Group plc 0.02% Reduce -9.3% 24,989 $3.8M
Romano Brothers and Company 0.50% Reduce -1.8% 24,987 $3.8M
GC Wealth Management RIA, LLC 0.70% Add +8.0% 24,846 $3.8M
Vontobel Holding Ltd. 0.01% Add +68.3% 24,605 $3.8M
Summit Place Financial Advisors, LLC 2.09% Reduce -3.0% 24,210 $3.7M
GAMCO Investors 0.04% Reduce -2.4% 24,166 $3.7M
DoubleLine ETF Adviser LP 1.22% Reduce -31.4% 23,929 $3.7M
AG2R La Mondiale Gestion D'actifs 0.20% — 23,700 $3.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.46% No change 23,741 $3.6M
Perpetual Ltd 0.04% Reduce -2.7% 23,554 $3.6M
Aster Capital Management (DIFC) Ltd 0.66% New 23,315 $3.6M
L & S Advisors Inc 0.50% New 23,026 $3.5M
&partners 0.04% Add +7.6% 22,868 $3.5M
Federation des caisses Desjardins du Quebec 0.02% Reduce -5.3% 22,420 $3.4M
Achmea Investment Management B.V. 0.05% Add +42.5% 22,160 $3.4M
Advisors Preferred, LLC 0.45% New 21,963 $3.4M
United Capital Financial Advisors, LLC 0.03% Add +7.8% 21,889 $3.4M
Quantbot Technologies LP 0.11% Add +294.0% 21,812 $3.3M
Man Group plc 0.01% New 21,613 $3.3M
Argentarii, LLC 1.63% Add +3.1% 21,491 $3.3M
FJ Capital Management LLC 0.34% Add +10.7% 21,409 $3.3M
Orion Porfolio Solutions, LLC 0.03% Add +19.8% 21,217 $3.3M
Orion Portfolio Solutions, LLC 0.03% Add +19.8% 21,217 $3.3M
Catalyst Funds Management Pty Ltd 0.85% New 21,100 $3.2M
Assenagon Asset Management S.A. 0.01% Add +0.6% 21,064 $3.2M
Beck Capital Management, LLC 0.95% Add +5.8% 21,042 $3.2M
FORA Capital, LLC 0.32% New 20,802 $3.2M
Illinois Municipal Retirement Fund 0.05% No change 20,691 $3.2M
Wolverine Trading, LLC 0.10% Add +193.3% 20,408 $3.1M
Asset Planning,Inc 2.46% Reduce -0.9% 20,396 $3.1M
Ossiam 0.04% Add +9.5% 20,343 $3.1M
Meiji Yasuda Life Insurance Co 0.06% Reduce -19.0% 20,280 $3.1M
OMERS ADMINISTRATION Corp 0.03% Reduce -14.0% 20,194 $3.1M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +4.0% 20,180 $3.1M
Kintegral Advisory, LLC 0.31% Reduce -0.3% 19,915 $3.1M
V-Square Quantitative Management LLC 0.44% Add +4.0% 19,612 $3.0M
Trek Financial, LLC 0.22% New 19,590 $3.0M
Concurrent Investment Advisors, LLC 0.07% Add +1.9% 19,532 $3.0M
Nicola Wealth Management LTD. 0.29% Add +4.3% 19,502 $3.0M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +3.2% 19,377 $3.0M
Commerce Bank 0.02% Reduce -6.6% 19,293 $3.0M
Forte Capital LLC 0.35% Add +0.0% 19,086 $2.9M
Hamilton Capital Partners Inc. 0.19% Reduce -18.2% 19,059 $2.9M
J. Safra Sarasin Holding AG 0.05% Reduce -0.8% 19,029 $2.9M
Bleakley Financial Group, LLC 0.09% Add +88.7% 18,849 $2.9M
Vestmark Advisory Solutions, Inc. 0.07% Add +29.2% 18,622 $2.9M
Greenland Capital Management LP 0.50% New 18,454 $2.8M
Private Advisor Group, LLC 0.02% Reduce -5.7% 18,059 $2.8M
Fairfield Financial Advisors, LTD 1.04% Add +15.4% 18,027 $2.8M
Kentucky Retirement Systems Insurance Trust Fund 0.20% New 17,926 $2.7M
Investment Management Corp of Ontario 0.06% Reduce -27.4% 17,616 $2.7M
Nations Financial Group Inc, /Ia/ 0.20% Add +256.0% 17,424 $2.7M
Siemens Fonds Invest GmbH 0.18% New 17,323 $2.7M
Capital Investment Advisors, LLC 0.05% Reduce -0.5% 17,244 $2.6M
Park Avenue Securities LLC 0.03% Add +26.7% 17,043 $2.6M
Sandy Spring Bank 0.11% Add +2.9% 16,982 $2.6M
Praxis Investment Management Inc. 0.18% Add +5.6% 16,900 $2.6M
Centaurus Financial, Inc. 0.15% Reduce -2.5% 16,704 $2.6M
Sheaff Brock Investment Advisors, LLC 0.23% Reduce -5.8% 16,586 $2.5M
Liberty Capital Management, Inc. 0.56% No change 16,529 $2.5M
D.A. Davidson & Co. 0.02% Reduce -3.6% 16,512 $2.5M
Edgemoor Investment Advisors, Inc. 0.23% Reduce -0.1% 16,375 $2.5M
Kestra Advisory Services, LLC 0.01% Reduce -7.4% 16,316 $2.5M
Sumitomo Life Insurance Co. 0.09% Reduce -1.1% 16,079 $2.5M
Verde Capital Management 0.70% Add +1.2% 16,070 $2.5M
Wahed Invest LLC 0.42% Add +2.7% 16,002 $2.5M
Entropy Technologies, LP 0.24% Add +73.7% 15,959 $2.4M
Choreo, LLC 0.04% Add +13.5% 15,924 $2.4M
Oddo BHF Asset Management Sas 0.10% Add +560.1% 15,803 $2.4M
Quadrature Capital Ltd 0.05% Reduce -57.6% 15,765 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +6.7% 15,328 $2.3M
Donoghue Forlines LLC 0.74% Reduce -8.0% 15,281 $2.3M
Cwm, LLC 0.01% Add +5.3% 15,180 $2.3M
Groupama Asset Managment 0.05% New 15,101 $2.3M
O'ROURKE & COMPANY, Inc 1.15% Reduce -0.2% 15,118 $2.3M
Atria Wealth Solutions, Inc. 0.03% Reduce -1.9% 15,080 $2.3M
Great Diamond Partners, LLC 0.63% Add +261.1% 15,066 $2.3M
Empowered Funds, LLC 0.03% Add +31.8% 14,790 $2.3M
Proquility Private Wealth Partners, LLC 0.69% Reduce -12.1% 14,586 $2.2M
Denali Advisors LLC 0.25% Add +2.8% 14,567 $2.2M
Old Second National Bank of Aurora 0.52% Add +1.4% 14,535 $2.2M
NTV Asset Management LLC 0.29% No change 14,424 $2.2M
Bard Associates Inc. 0.82% Reduce -0.3% 14,284 $2.2M
Red Cedar Investment Management, LLC 0.30% No change 14,256 $2.2M
Fifth Third Wealth Advisors LLC 0.11% Add +176.1% 14,189 $2.2M
Nebula Research & Development LLC 0.20% New 13,873 $2.1M
Quadrant Capital Group LLC 0.08% Add +72.0% 13,829 $2.1M
RDA Financial Network 0.63% Reduce -6.2% 13,821 $2.1M
Advance Capital Management, Inc. 0.10% No change 13,670 $2.1M
Meeder Advisory Services, Inc. 0.12% Add +12.6% 13,532 $2.1M
United Services Automobile Association 0.06% No change 13,488 $2.1M
Wambolt & Associates, LLC 0.70% Reduce -2.8% 13,282 $2.0M
Pinebridge Investments, L.P. 0.02% Add +168.8% 13,274 $2.0M
American Financial Advisors, LLC 0.29% Reduce -2.4% 13,266 $2.0M
Drake & Associates, LLC 0.57% Add +24.9% 13,216 $2.0M
Independent Financial Group, LLC 0.07% Add +15.1% 12,982 $2.0M
Independent Advisor Alliance 0.07% Add +1.2% 12,969 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +1.4% 12,744 $2.0M
Penserra Capital Management LLC 0.03% Add +37.1% 12,740 $1.9M
Mount Lucas Management LP 0.92% New 12,713 $1.9M
Allianz SE 0.05% Reduce -5.4% 12,683 $1.9M
Wesbanco Bank Inc. 0.07% Reduce -3.6% 12,676 $1.9M
AIA Group Ltd 0.05% Add +2.5% 12,500 $1.9M
HB Wealth Management, LLC 0.02% Add +33.7% 12,291 $1.9M
Machina Capital S.A.S. 0.56% Add +72.7% 12,242 $1.9M
CreativeOne Wealth, LLC 0.05% Reduce -8.6% 11,986 $1.8M
Garrison Bradford & Associates Inc. 2.01% No change 11,926 $1.8M
GF Fund Management Co. LTD. 0.04% Add +4.9% 11,794 $1.8M
Arbor Capital Management Inc. 1.74% Add +1.5% 11,638 $1.8M
Stance Capital LLC 1.33% New 11,716 $1.8M
Quantessence Capital LLC 0.44% New 11,600 $1.8M
Benjamin Edwards Inc. 0.02% Reduce -49.0% 11,378 $1.7M
GAMMA Investing LLC 0.13% Add +13.8% 11,344 $1.7M
J.W. Cole Advisors, Inc. 0.05% Add +198.6% 11,310 $1.7M
Abn Amro Investment Solutions 0.04% Add +24.4% 11,300 $1.7M
Coldstream Capital Management Inc. 0.04% Add +5.4% 11,231 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -0.1% 11,178 $1.7M
Azzad Asset Management Inc. 0.20% Add +2.4% 11,136 $1.7M
GAM Holding AG 0.13% New 11,136 $1.7M
Jump Financial, LLC 0.03% New 11,077 $1.7M
Checchi Capital Advisers, LLC 0.12% Add +19.5% 11,003 $1.7M
SG Americas Securities, LLC 0.01% Reduce -32.5% 10,901 $1.7M
Paradigm Asset Management Co. LLC 0.44% No change 10,838 $1.7M
Twin Capital Management Inc. 0.19% New 10,788 $1.7M
Mufg Securities Americas Inc. 0.19% Add +23.5% 10,784 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -36.4% 10,766 $1.6M
Signaturefd, LLC 0.03% Add +4.5% 10,762 $1.6M
Welch Group, LLC 0.07% No change 10,700 $1.6M
Harvest Fund Management Co., Ltd 0.08% Add +341.0% 11,003 $1.6M
LGT Fund Management Co Ltd. 0.15% Reduce -14.6% 10,470 $1.6M
Dorsey Wright & Associates 0.41% New 10,455 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -30.7% 10,366 $1.6M
Virtus Investment Advisers, LLC 0.44% Add +1219.9% 10,361 $1.6M
Greenleaf Trust 0.01% Add +8.8% 10,248 $1.6M
Wealthspire Retirement, LLC 0.12% Add +0.8% 10,234 $1.6M
Frank, Rimerman Advisors LLC 0.12% Add +6.3% 10,225 $1.6M
Caprock Group, LLC 0.05% Add +8.8% 10,199 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +11.5% 10,183 $1.6M
Financial Counselors Inc. 0.02% Reduce -1.2% 10,152 $1.6M
Baird Financial Group, Inc. 0.00% Reduce -14.9% 10,136 $1.6M
Cornell Pochily Investment Advisors, Inc. 0.55% Reduce -9.8% 10,119 $1.6M
Summit Global Investments 0.11% Add +46.0% 10,109 $1.5M
Stephens Inc. 0.02% Reduce -2.0% 10,104 $1.5M
Glenmede Trust Co. NA 0.01% Add +14.1% 10,017 $1.5M
American Assets Investment Management, LLC 0.13% No change 10,000 $1.5M
Quantum Portfolio Management LLC 0.77% Add +500.2% 9,975 $1.5M
NewEdge Advisors, LLC 0.01% Reduce -1.4% 9,794 $1.5M
Prospera Financial Services Inc 0.03% Reduce -2.5% 9,722 $1.5M
Prelude Capital Management, LLC 0.15% Reduce -26.2% 9,715 $1.5M
Agate Pass Investment Management, LLC 0.63% Add +40.1% 9,685 $1.5M
Walleye Capital LLC 0.02% Add +94.4% 9,622 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.49% Reduce -1.3% 9,536 $1.5M
Jeppson Wealth Management, LLC 0.53% No change 9,523 $1.5M
Snowden Capital Advisors LLC 0.05% Reduce -10.4% 9,509 $1.5M
Gallagher Fiduciary Advisors, LLC 0.05% Add +1.2% 9,478 $1.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.17% Reduce -8.6% 9,382 $1.4M
HighPoint Advisor Group LLC 0.08% Reduce -22.5% 9,476 $1.4M
American Assets Capital Advisers, LLC 0.60% Reduce -9.2% 9,346 $1.4M
Arkadios Wealth Advisors 0.05% Add +43.9% 9,237 $1.4M
Florida Trust Wealth Management Co 0.05% Reduce -7.2% 9,117 $1.4M
Banco Santander, S.A. 0.02% Add +2.3% 9,105 $1.4M
Trueblood Wealth Management, LLC 0.64% Add +0.0% 9,049 $1.4M
Sigma Planning Corp 0.04% Add +43.3% 8,991 $1.4M
Ballentine Partners, LLC 0.02% Add +50.7% 8,928 $1.4M
Townsquare Capital LLC 0.01% Add +34.3% 8,917 $1.4M
Scotia Capital Inc. 0.01% New 8,822 $1.4M
Horizon Investments, LLC 0.04% Add +10.5% 8,818 $1.4M
PFG Investments, LLC 0.09% Reduce -13.3% 8,717 $1.3M
Williamson Legacy Group, LLC 1.25% Add +33.4% 8,579 $1.3M
Tradewinds, LLC. 0.37% Reduce -1.1% 8,575 $1.3M
Mesirow Financial Investment Management, Inc. 0.03% Add +99.1% 8,552 $1.3M
Cullinan Associates Inc. 0.09% Reduce -37.4% 8,465 $1.3M
Schnieders Capital Management LLC 0.28% Reduce -3.5% 8,404 $1.3M
Ofi Invest Asset Management 0.03% Reduce -8.9% 9,062 $1.3M
Prestige Wealth Management Group LLC 0.27% Add +3.7% 8,296 $1.3M
Pension & Wealth Management Advisors, Inc. 0.47% Add +0.4% 8,171 $1.3M
Profund Advisors LLC 0.05% Reduce -14.5% 8,165 $1.3M
Atlantic Union Bankshares Corp 0.08% Add +2.0% 8,159 $1.3M
Waterloo Capital, L.P. 0.11% Add +8.4% 7,982 $1.2M
Ancora Advisors LLC 0.03% Add +0.6% 7,898 $1.2M
Wedmont Private Capital 0.06% Add +16.0% 8,379 $1.2M
Morey & Quinn Wealth Partners, LLC 0.99% Add +2.2% 7,796 $1.2M
Bessemer Group Inc. 0.00% Reduce -2.4% 7,723 $1.2M
Sax Wealth Advisors, LLC 0.08% New 7,719 $1.2M
Highview Capital Management LLC 0.49% New 7,629 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -44.8% 7,626 $1.2M
Capital Square, LLC 0.68% Add +14.4% 7,546 $1.2M
Mgo One Seven LLC 0.04% Add +2.4% 7,510 $1.2M
Stiles Financial Services Inc 0.44% Reduce -1.6% 7,483 $1.1M
Edgestream Partners, L.P. 0.04% Reduce -48.5% 7,412 $1.1M
Community Bank & Trust, Waco, Texas 0.26% Reduce -8.5% 7,289 $1.1M
Brookstone Capital Management 0.02% Add +43.4% 7,179 $1.1M
Fig Financial Advisory Services Inc. 0.77% Reduce -11.8% 7,118 $1.1M
Carnegie Investment Counsel 0.03% No change 7,808 $1.1M
DRW Securities, LLC 0.09% New 7,058 $1.1M
Geneos Wealth Management Inc. 0.04% Add +7.9% 7,022 $1.1M
Farmers & Merchants Investments Inc. 0.03% Add +0.3% 6,993 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +22.2% 6,965 $1.1M
Busey Bank 0.04% Add +1.2% 6,961 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +73.4% 6,958 $1.1M
Alteri Wealth LLC 0.47% Reduce -3.6% 6,920 $1.1M
Wealth Architects, LLC 0.12% New 6,902 $1.1M
Lazard Asset Management LLC 0.00% Reduce -22.4% 6,874 $1.1M
USA Financial Formulas 0.17% Reduce -24.1% 6,850 $1.0M
Summit Trail Advisors, LLC 0.03% Add +61.4% 6,756 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +6.3% 6,732 $1.0M
Bailard, Inc. 0.03% Add +8.3% 6,729 $1.0M
Emergent Wealth Advisors, LLC 0.74% Add +105.5% 6,680 $1.0M
Level Four Advisory Services, LLC 0.04% Add +1.2% 6,590 $1.0M
Richwood Investment Advisors, LLC 0.86% Reduce -3.7% 6,570 $1.0M
Axxcess Wealth Management, LLC 0.03% New 6,564 $1.0M
Synovus Financial Corp. 0.01% Add +78.1% 6,508 $997K
Everhart Financial Group, Inc. 0.14% Add +6.7% 6,474 $992K
Centiva Capital, LP 0.06% Reduce -63.3% 6,457 $989K
Dodds Wealth, LLC 0.32% No change 6,422 $984K
Livforsakringsbolaget Skandia, Omsesidigt 0.06% No change 6,413 $983K
Compound Planning, Inc. 0.04% Add +12.9% 6,359 $974K
Huntington National Bank 0.01% Add +0.5% 6,354 $974K
RiverFront Investment Group, LLC 0.02% New 6,345 $972K
Jackson Creek Investment Advisors LLC 0.31% Reduce -5.3% 6,318 $968K
Ellevest, Inc. 0.06% Add +14.7% 6,302 $966K
Values First Advisors, Inc. 0.56% Add +0.3% 6,258 $959K
Cigna Investments Inc. 0.18% Reduce -1.3% 6,231 $955K
Ameritas Advisory Services, LLC 0.04% Reduce -12.8% 6,626 $953K
Savant Capital, LLC 0.01% Reduce -31.3% 6,168 $945K
Pacific Sun Financial Corp 0.54% No change 6,138 $940K
Johnson Investment Counsel Inc. 0.01% Reduce -15.8% 6,110 $936K
Dudley Capital Management, LLC 0.49% Reduce -0.8% 6,025 $923K
Finward Bancorp 0.79% Reduce -4.0% 5,973 $915K
Fulcrum Capital LLC 0.20% Reduce -2.8% 5,957 $913K
AlphaQuest LLC 0.10% New 5,901 $904K
180 Wealth Advisors, LLC 0.14% Add +118.5% 5,878 $901K
Ingalls & Snyder LLC 0.03% Reduce -6.2% 5,860 $898K
Allworth Financial LP 0.01% Add +19.6% 6,074 $897K
Smartleaf Asset Management LLC 0.09% Reduce -0.6% 5,806 $891K
Ameritas Investment Partners, Inc. 0.03% No change 5,764 $883K
NorthRock Partners, LLC 0.03% Add +7.4% 5,755 $882K
Good Life Advisors, LLC 0.06% Add +1.2% 5,744 $880K
Texas Yale Capital Corp. 0.04% Add +0.3% 5,731 $878K
Commerzbank Aktiengesellschaft 0.02% Add +2.4% 5,712 $876K
Burke & Herbert Bank & Trust Co. 0.21% Reduce -11.4% 5,680 $870K
Madden Advisory Services, Inc. 0.40% Reduce -4.0% 5,627 $862K
Kingsview Wealth Management, LLC 0.02% Reduce -1.7% 5,622 $861K
Monetary Management Group Inc. 0.23% Reduce -11.8% 5,600 $858K
Apollon Wealth Management, LLC 0.02% Add +14.8% 5,564 $852K
Campbell & CO Investment Adviser LLC 0.07% Reduce -32.1% 5,555 $851K
Morse Asset Management, Inc 0.22% Add +10950.0% 5,525 $846K
ProVise Management Group, LLC 0.07% Reduce -23.3% 5,525 $846K
Stableford Capital II LLC 0.36% New 5,725 $843K
Lumbard & Kellner, LLC 0.37% No change 5,496 $842K
Ritholtz Wealth Management 0.03% Add +165.2% 5,494 $842K
Dogwood Wealth Management LLC 0.44% Add +12.6% 5,455 $836K
Foundations Investment Advisors, LLC 0.02% Add +7.5% 5,446 $834K
Parallel Advisors, LLC 0.02% Add +18.8% 5,441 $834K
Qtron Investments LLC 0.12% Add +18.3% 5,376 $824K
Sara-Bay Financial 0.36% Add +0.6% 5,329 $818K
Integrity Alliance, Llc. 0.03% New 5,315 $814K
Retirement Planning Co of New England, Inc. 0.40% Reduce -1.8% 5,259 $806K
Trustmark Bank Trust Department 0.06% Add +48.8% 5,247 $804K
Farther Finance Advisors, LLC 0.02% Add +46.8% 5,209 $803K
IHT Wealth Management, LLC 0.03% Add +2.6% 5,220 $800K
Marshall Financial Group, LLC 0.17% Add +5.2% 5,189 $795K
Ostrum Asset Management 0.04% Reduce -0.8% 5,177 $793K
Sagespring Wealth Partners, LLC 0.02% Add +19.4% 5,145 $788K
Benchmark Investment Advisors LLC 0.50% No change 5,060 $775K
Exchange Traded Concepts, LLC 0.01% Add +7.4% 5,034 $771K
Hartford Funds Management Co LLC 0.07% New 5,011 $768K
ARS Wealth Advisors Group, LLC 0.11% Reduce -0.7% 4,988 $764K
Dorsey & Whitney Trust CO LLC 0.04% Add +9.7% 4,979 $763K
Investment Advisory Group, LLC 0.25% No change 4,889 $749K
LongView Wealth Management 0.22% Reduce -2.1% 4,871 $746K
AlphaCore Capital LLC 0.06% Add +7.6% 4,864 $745K
Legacy Wealth Asset Management, LLC 0.21% Reduce -0.6% 4,856 $744K
Tower Bridge Advisors 0.08% No change 4,850 $743K
Integrated Advisors Network LLC 0.04% Add +0.4% 4,842 $742K
DAVENPORT & Co LLC 0.00% Add +2.2% 4,775 $732K
Prudent Man Advisors, LLC 0.27% No change 4,774 $731K
Summit Financial, LLC 0.02% Add +9.5% 4,725 $724K
Associated Banc-Corp 0.02% Reduce -0.2% 4,703 $721K
LRI Investments, LLC 0.07% Reduce -5.2% 4,694 $719K
BSW Wealth Partners 0.11% Add +61.1% 4,661 $714K
Manske Wealth Management 0.27% Reduce -24.1% 4,641 $711K
Schechter Investment Advisors, LLC 0.06% Reduce -1.6% 4,584 $702K
Panoramic Investment Advisors, LLC 0.47% Reduce -2.1% 4,552 $697K
Clearstead Advisors, LLC 0.01% Reduce -0.0% 4,494 $689K
Carmel Capital Partners, LLC 0.27% Reduce -1.6% 4,467 $684K
Sage Mountain Advisors LLC 0.05% Add +14.2% 4,437 $680K
Plato Investment Management Ltd 0.06% Add +42.7% 4,387 $679K
Premier Path Wealth Partners, LLC 0.11% Add +1.8% 4,427 $678K
Syon Capital LLC 0.05% Reduce -0.2% 4,398 $674K
Joel Isaacson & Co., LLC 0.03% No change 4,397 $674K
First American Trust, FSB 0.06% Add +1.2% 4,372 $670K
Fidelis Capital Partners, LLC 0.07% Add +23.2% 4,521 $664K
HF Advisory Group, LLC 0.29% Reduce -0.4% 4,335 $664K
Proficio Capital Partners LLC 0.05% Add +6.9% 4,328 $663K
Tuttle Capital Management, LLC 2.91% Add +35.3% 4,321 $662K
Gold Investment Management Ltd. 0.28% Reduce -3.7% 4,320 $662K
Southland Equity Partners LLC 0.15% Reduce -2.1% 4,275 $655K
Cresset Asset Management, LLC 0.00% Reduce -24.7% 4,257 $652K
Brighton Jones LLC 0.02% Add +0.9% 4,223 $647K
Comprehensive Money Management Services LLC 0.52% Reduce -1.4% 4,216 $646K
Whittier Trust Co. 0.01% Reduce -0.8% 4,168 $639K
Baldwin Investment Management, LLC 0.08% Add +1.2% 4,076 $624K
Hendershot Investments Inc. 0.08% Reduce -1.0% 4,073 $624K
Principal Securities, Inc. 0.01% Add +3.9% 4,935 $622K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -3.1% 3,989 $611K
Perigon Wealth Management, LLC 0.02% Add +12.3% 3,986 $611K
Flputnam Investment Management Co. 0.01% Add +3.4% 3,976 $609K
Comprehensive Financial Consultants Institutional, Inc. 0.22% No change 3,962 $607K
Glenview Trust Co 0.01% Reduce -0.2% 3,950 $605K
Harbour Investments, Inc. 0.02% Add +13.3% 3,948 $605K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.7% 3,939 $603K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +67.2% 3,893 $596K
Farringdon Capital, Ltd. 0.30% New 3,852 $590K
Van Hulzen Asset Management, LLC 0.05% Add +0.2% 3,852 $590K
MQS Management LLC 0.34% New 3,824 $586K
Harvest Investment Services, LLC 0.16% New 3,817 $585K
Alps Advisors Inc. 0.00% Add +35.5% 3,800 $582K
Brooklyn Investment Group 0.13% Add +103.4% 3,781 $579K
Caldwell Sutter Capital, Inc. 0.27% Reduce -0.4% 3,711 $569K
PDS Planning, Inc 0.05% Add +7.0% 3,699 $567K
Moors & Cabot, Inc. 0.03% Add +0.2% 3,679 $564K
Wealthspire Advisors, LLC 0.00% Add +6.6% 3,678 $564K
Valeo Financial Advisors, LLC 0.02% Add +1.6% 3,677 $563K
EverSource Wealth Advisors, LLC 0.03% Reduce -2.2% 3,670 $562K
Panagora Asset Management Inc. 0.00% Add +0.0% 3,650 $559K
Sound View Wealth Advisors Group, LLC 0.05% Add +2.0% 3,644 $558K
LCNB Corp. 0.20% No change 3,604 $552K
Evergreen Capital Management LLC 0.02% Add +4.0% 3,601 $552K
Strategy Asset Managers LLC 0.11% New 3,589 $550K
AA Financial Advisors, LLC 0.13% Add +48.1% 3,582 $549K
Peak Planning Group, LLC 0.23% Add +0.2% 3,542 $543K
Graypoint LLC 0.03% Add +3.1% 3,535 $542K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 3,522 $540K
Scientech Research LLC 0.14% New 3,509 $538K
Equitable Holdings, Inc. 0.01% Add +13.5% 3,507 $537K
River Street Advisors LLC 0.27% Add +4.1% 3,504 $537K
SVB Wealth LLC 0.02% Add +8.3% 3,498 $536K
Stonebridge Financial Group, LLC 0.06% Add +0.1% 3,457 $530K
CoreCap Advisors, LLC 0.02% Add +11.0% 3,455 $529K
Monument Capital Management 0.16% Reduce -12.1% 3,447 $528K
Conning Inc. 0.02% Add +4.6% 3,428 $525K
Hutchens & Kramer Investment Management Group, LLC 0.29% Reduce -3.2% 3,422 $524K
Pettyjohn, Wood & White, Inc. 0.10% Reduce -2.0% 3,374 $517K
Greenup Street Wealth Management LLC 0.10% Reduce -49.0% 3,366 $516K
Mutual Advisors, LLC 0.01% Add +71.3% 3,504 $515K
Nilsine Partners, LLC 0.06% Add +7.8% 3,346 $513K
Sfmg, LLC 0.04% Add +1.4% 3,344 $512K
Lake Street Private Wealth, LLC 0.08% Reduce -2.3% 3,338 $511K
CX Institutional 0.02% Add +13.8% 3,334 $511K
Prairie Sky Financial Group LLC 0.30% No change 3,332 $510K
Pinnacle Wealth Management Group, Inc. 0.35% No change 3,318 $508K
Optas, LLC 0.09% New 3,306 $507K
Shelton Capital Management 0.01% No change 3,278 $502K
Point Windward Advisors Inc. 0.20% No change 3,250 $498K
TD Waterhouse Canada Inc. 0.00% Reduce -83.1% 3,219 $496K
Callan Family Office, LLC 0.04% Reduce -21.9% 3,200 $490K
Savvy Advisors, Inc. 0.05% Add +11.9% 3,128 $479K
Obermeyer Wealth Partners 0.03% Reduce -29.8% 3,127 $479K
HBK Sorce Advisory LLC 0.01% Add +0.6% 3,126 $479K
Sustainable Insight Capital Management, LLC 0.24% Reduce -13.8% 3,122 $478K
Balboa Wealth Partners 0.12% Add +23.1% 3,106 $476K
Jacobi Capital Management LLC 0.03% Add +18.3% 3,091 $474K
Kingswood Wealth Advisors, LLC 0.04% Reduce -24.0% 3,086 $473K
Great Lakes Advisors, LLC 0.00% Reduce -17.6% 3,081 $472K
Mission Financial Group, LLC 0.43% — 2,381 $471K
Koshinski Asset Management, Inc. 0.04% Add +13.4% 3,028 $464K
Dividend Assets Capital, LLC 0.09% No change 3,000 $460K
Howard Capital Management, LLC 0.01% Reduce -11.4% 2,984 $457K
Stock Yards Bank & Trust Co. 0.02% No change 2,975 $456K
Regions Financial Corp. 0.00% Add +51.0% 2,973 $455K
Badgley Phelps Wealth Managers, LLC 0.01% Add +4.1% 2,972 $455K
Legacy Financial Advisors, Inc. 0.08% Add +6.5% 2,967 $455K
Personal Cfo Solutions, LLC 0.09% Reduce -7.1% 2,959 $453K
Purkiss Capital Advisors LLC 0.34% Add +21.4% 2,950 $452K
Keel Point, LLC 0.04% Add +20.1% 2,941 $451K
Cambria Investment Management, L.P. 0.03% Reduce -31.7% 2,929 $449K
Keystone Financial Group 0.05% Add +0.1% 2,914 $446K
Avestar Capital, LLC 0.04% Reduce -9.2% 2,903 $445K
Net Worth Advisory Group 0.14% Reduce -31.9% 2,894 $443K
LYNX Capital Group Ltd. 0.23% Reduce -4.1% 2,878 $441K
Cetera Trust Company, N.A 0.28% No change 2,850 $437K
Alta Advisers Ltd 0.18% Add +46.6% 2,833 $434K
Strategic Investment Advisors / MI 0.05% New 2,832 $434K
Whipplewood Advisors, LLC 0.25% Reduce -5.0% 2,765 $430K
Simon Quick Advisors, LLC 0.02% Add +26.8% 2,784 $427K
ICONIQ Capital, LLC 0.01% Add +8.4% 2,773 $425K
Harbor Investment Advisory, LLC 0.04% Add +73.3% 2,766 $424K
Wilmington Savings Fund Society, FSB 0.01% Reduce -1.0% 2,747 $421K
Capital Analysts, LLC 0.02% Add +0.1% 2,745 $420K
Lindbrook Capital, LLC 0.04% Add +6.2% 2,717 $416K
Visionary Wealth Advisors 0.02% Reduce -1.8% 2,710 $415K
SMART Wealth LLC 0.15% New 2,682 $411K
Pitcairn Co. 0.02% Add +0.1% 2,669 $409K
Bowman & Co S.C. 0.20% No change 2,665 $408K
Covenant Asset Management, LLC 0.10% No change 2,659 $407K
Hartline Investment Corp./ 0.05% No change 2,652 $406K
L2 Asset Management, LLC 0.08% Add +9.8% 2,651 $406K
Whalerock Point Partners, LLC 0.10% No change 2,638 $404K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.14% Add +12.4% 2,620 $401K
Essex Financial Services, Inc. 0.03% Add +0.9% 2,618 $401K
Safeguard Investment Advisory Group, LLC 0.11% Add +0.5% 2,612 $400K
Advisory Services Network, LLC 0.01% Reduce -2.0% 2,592 $397K
Marex Group Ltd 0.01% New 2,564 $393K
Wharton Business Group, LLC 0.02% No change 2,555 $391K
Painted Porch Advisors LLC 0.16% No change 2,545 $390K
Clarius Group, LLC 0.02% Reduce -5.3% 2,530 $388K
Rothschild Capital Partners, LLC 0.10% No change 2,524 $387K
Fiduciary Trust Co 0.01% Reduce -5.5% 2,515 $385K
Retireful, LLC 0.36% New 2,498 $383K
M&G PLC 0.00% Add +51.3% 2,504 $383K
Corient IA LP 0.27% — 2,500 $383K
Mosaic Family Wealth Partners, LLC 0.05% No change 2,500 $383K
Rehmann Capital Advisory Group 0.02% Add +4.7% 2,497 $383K
Hudock, Inc. 0.07% Add +0.2% 2,483 $381K
IFG Advisory, LLC 0.02% Add +0.0% 2,478 $380K
Retirement Planning Group, LLC / NY 0.39% No change 2,476 $379K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 2,455 $376K
Moran Wealth Management, LLC 0.01% New 2,454 $376K
bLong Financial, LLC 0.33% No change 2,450 $375K
IFP Advisors, Inc 0.01% Add +71.3% 2,444 $374K
Wedbush Securities Inc. 0.01% Add +6.9% 2,444 $374K
44 Wealth Management LLC 0.14% Reduce -4.2% 2,423 $371K
Marcum Wealth, LLC 0.03% Reduce -1.5% 2,418 $370K
Clifford Swan Investment Counsel LLC 0.01% No change 2,406 $369K
MassMutual Private Wealth & Trust, FSB 0.01% Add +14.1% 2,406 $369K
World Investment Advisors 0.01% Add +7.3% 2,400 $368K
St Germain D J Co. Inc. 0.02% Reduce -31.6% 2,392 $366K
Cambiar Investors LLC 0.02% Reduce -2.6% 2,374 $364K
Contravisory Investment Management, Inc. 0.08% Add +5.2% 2,355 $361K
West Family Investments, Inc. 0.14% Reduce -0.4% 2,353 $361K
Quotient Wealth Partners, LLC 0.01% Add +13.1% 2,331 $357K
Financial Advocates Investment Management 0.03% Reduce -23.5% 2,319 $355K
Valmark Advisers, Inc. 0.01% Add +19.9% 2,316 $355K
MTM Investment Management, LLC 0.14% No change 2,300 $355K
Atom Investors LP 0.04% Reduce -4.0% 2,313 $354K
Planned Solutions, Inc. 0.14% No change 2,307 $353K
Titleist Asset Management, LLC 0.04% No change 2,307 $353K
Mather Group, Llc. 0.00% Add +11.8% 2,296 $352K
AGH Wealth Advisors, LLC 0.33% Add +10.9% 2,250 $345K
Register Financial Advisors LLC 0.18% No change 2,250 $345K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +7.4% 2,234 $342K
Florida Financial Advisors, LLC 0.13% New 2,224 $340K
Blue Fin Capital, Inc. 0.07% No change 2,210 $339K
Continuum Advisory, LLC 0.04% Add +24.8% 2,192 $336K
Pflug Koory, LLC 0.19% Reduce -1.1% 2,190 $336K
Bokf, NA 0.01% Reduce -12.7% 2,190 $336K
World Equity Group, Inc. 0.10% New 2,183 $334K
Shelton Wealth Management, LLC 0.19% Add +0.4% 2,173 $333K
MBB Public Markets I LLC 0.04% New 2,153 $330K
Modera Wealth Management, LLC 0.00% Reduce -4.2% 2,151 $329K
Verdence Capital Advisors LLC 0.03% Add +0.9% 2,145 $329K
Baltimore-Washington Financial Advisors, Inc. 0.02% No change 2,137 $327K
Triad Wealth Partners, LLC 0.10% Reduce -2.3% 2,132 $327K
Childress Capital Advisors, LLC 0.09% Reduce -1.0% 2,131 $327K
Evoke Wealth, LLC 0.01% Add +1.8% 2,125 $326K
Aureus Asset Management, LLC 0.02% No change 2,116 $324K
LaSalle St. Investment Advisors, LLC 0.08% Add +0.8% 2,117 $324K
GM Advisory Group, LLC 0.02% Add +5.0% 2,100 $322K
Souders Financial Advisors 0.04% New 2,097 $321K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +42.9% 2,091 $320K
AE Wealth Management LLC 0.00% Add +7.8% 2,083 $319K
YHB Investment Advisors, Inc. 0.03% New 2,079 $319K
Northcape Wealth Management, LLC 0.10% Reduce -0.8% 2,076 $318K
Guyasuta Investment Advisors Inc. 0.02% No change 2,074 $318K
Woodmont Investment Counsel LLC 0.02% Reduce -6.4% 2,071 $317K
Sherbrooke Park Advisers LLC 0.15% New 2,059 $315K
CW Advisors, LLC 0.00% New 2,059 $315K
Wealth Alliance, LLC 0.04% Add +8.4% 2,052 $314K
Focused Wealth Management, Inc 0.04% New 2,043 $313K
Flow Traders U.S. LLC 0.01% Reduce -13.8% 2,023 $310K
Park Square Financial Group, LLC 0.25% Add +1964.3% 2,023 $310K
Warwick Investment Management, Inc. 0.06% New 2,005 $307K
C2C Wealth Management, LLC 0.29% No change 2,000 $306K
Bluespring Wealth Management, LLC 0.03% No change 2,000 $306K
Motco 0.03% Add +1.8% 1,996 $306K
Evanson Asset Management, LLC 0.02% Reduce -47.4% 1,988 $305K
Carr Financial Group Corp 0.10% Reduce -12.9% 1,979 $303K
CIBC Private Wealth Group LLC 0.00% Reduce -1.1% 2,217 $303K
Bridge Creek Capital Management LLC 0.09% No change 1,953 $299K
Commons Capital, LLC 0.27% Add +0.2% 1,939 $297K
TD Private Client Wealth LLC 0.01% Add +25.3% 1,931 $296K
Capital Advisors Wealth Management, LLC 0.05% Add +0.5% 1,927 $295K
Prosperity Financial Group, Inc. 0.15% Add +0.3% 1,924 $295K
One Degree Advisors Inc 0.12% Add +0.6% 1,896 $290K
First Affirmative Financial Network 0.18% Reduce -10.9% 1,887 $289K
Ascentis Independent Advisors 0.06% Reduce -17.2% 1,880 $288K
Banco BTG Pactual S.A. 0.07% New 1,869 $286K
Daymark Wealth Partners, LLC 0.01% Add +5.5% 1,862 $285K
Apella Capital, LLC 0.01% Add +5.9% 2,016 $285K
Catalyst Financial Partners LLC 0.05% Add +4.3% 1,854 $284K
Legacy Advisors, LLC 0.03% Add +7.8% 1,844 $283K
LMR Partners LLP 0.01% Reduce -50.5% 1,837 $281K
Analyst IMS Investment Management Services Ltd. 0.01% New 1,814 $278K
Valued Retirements, Inc. 0.36% Add +1.0% 1,808 $277K
Foster Group, Inc. 0.01% New 1,803 $276K
Strategic Blueprint, LLC 0.02% Reduce -4.7% 1,802 $276K
Bridgefront Capital, LLC 0.08% Reduce -22.8% 1,792 $275K
Walter & Keenan Wealth Management LLC /in/ 0.08% Add +9.8% 1,791 $274K
Sivia Capital Partners, LLC 0.13% Add +4.3% 1,783 $273K
Cromwell Holdings LLC 0.18% No change 1,781 $273K
Cary Street Partners Investment Advisory LLC 0.16% Add +1.8% 1,781 $273K
Holderness Investments Co. 0.06% No change 1,777 $272K
Readystate Asset Management LP 0.02% New 1,769 $271K
Natural Investments, LLC 0.08% Add +8.0% 1,773 $271K
Mystic Asset Management, Inc. 0.07% No change 1,765 $270K
Dynamic Advisor Solutions LLC 0.01% New 1,759 $269K
Blue Trust, Inc. 0.00% Add +83.8% 1,757 $269K
Intrua Financial, LLC 0.04% Add +9.5% 1,748 $268K
True North Advisors, LLC 0.05% No change 1,741 $267K
Cercano Management LLC 0.01% Reduce -98.6% 1,736 $266K
Cahill Financial Advisors Inc. 0.04% Add +0.1% 1,716 $263K
Focus Financial Network, Inc. 0.01% Reduce -8.0% 1,714 $263K
Fortitude Advisory Group L.L.C. 0.19% Reduce -1.1% 1,794 $261K
QTR Family Wealth, LLC 0.20% — 1,705 $261K
Leavell Investment Management, Inc. 0.01% No change 1,700 $260K
Middleton & Co. Inc. 0.03% No change 1,700 $260K
Lafayette Investments, Inc. 0.06% No change 1,699 $260K
RFG Advisory, LLC 0.01% Reduce -9.9% 1,698 $260K
Colonial Trust Advisors 0.02% Reduce -1.5% 1,692 $259K
Western Wealth Management, LLC 0.02% Reduce -29.1% 1,689 $259K
Roehl & Yi Investment Advisors, LLC 0.14% Add +4.7% 1,670 $256K
GTS Securities LLC 0.01% Reduce -58.6% 1,668 $256K
VestGen Advisors, LLC 0.01% — 1,667 $255K
Lokken Investment Group LLC 0.11% Add +0.6% 1,665 $255K
Mechanics Bank Trust Department 0.03% No change 1,649 $253K
Global X Japan Co., Ltd. 0.03% Add +24.7% 1,630 $250K
Accurate Wealth Management, LLC 0.05% Add +2.8% 1,746 $249K
Sentry Investment Management LLC 0.17% Reduce -23.0% 1,796 $249K
Hilltop Holdings Inc. 0.02% New 1,622 $248K
Gateway Investment Advisers LLC 0.00% New 1,608 $246K
Investment Partners, LTD. 0.10% Add +0.3% 1,607 $246K
Hunter Associates Investment Management LLC 0.04% No change 1,600 $246K
Capital Investment Advisory Services, LLC 0.02% New 1,605 $246K
Cherokee Insurance Co 0.11% No change 1,600 $245K
Inceptionr LLC 0.07% New 1,599 $245K
CWA Asset Management Group, LLC 0.01% New 1,592 $244K
E Fund Management Co., Ltd. 0.01% New 1,590 $244K
Liberty Wealth Management LLC 0.05% No change 1,588 $243K
Investment Advisory Services Inc. /TX 0.09% Reduce -6.0% 1,580 $242K
Parkside Financial Bank & Trust 0.03% Add +9.8% 1,578 $242K
Moloney Securities Asset Management, LLC 0.03% Reduce -16.0% 1,574 $241K
Fortis Group Advisors, LLC 0.05% Add +3042.0% 1,571 $241K
Regent Peak Wealth Advisors LLC 0.06% Reduce -1.5% 1,570 $241K
Gsa Capital Partners LLP 0.02% New 1,569 $240K
Schneider Downs Wealth Management Advisors, LP 0.04% New 1,562 $239K
Moody National Bank Trust Division 0.02% New 1,551 $238K
SummitTX Capital, L.P. 0.01% — 1,550 $237K
Abel Hall, LLC 0.14% New 1,549 $237K
Zions Bancorporation, National Association 0.01% — 1,539 $236K
Advisor Resource Council 0.02% New 1,787 $235K
CYBER HORNET ETFs LLC 0.24% New 1,527 $234K
Procyon Advisors, LLC 0.01% New 1,526 $234K
Bogart Wealth, LLC 0.01% Add +0.5% 1,526 $234K
Community Trust & Investment Co. 0.01% New 1,520 $233K
Kohmann Bosshard Financial Services, LLC 0.03% Reduce -0.2% 1,519 $233K
Stonebrook Private Inc. 0.06% New 1,509 $231K
Founders Financial Securities LLC 0.02% New 1,549 $231K
Hanson & Doremus Investment Management 0.03% No change 1,500 $230K
Wealthcare Advisory Partners LLC 0.01% New 1,500 $230K
Cidel Asset Management Inc. 0.01% Reduce -9.3% 1,499 $230K
Pinnacle Financial Partners Inc 0.00% New 1,496 $229K
Courier Capital LLC 0.01% New 1,495 $229K
Riverview Trust Co 0.23% Reduce -0.7% 1,494 $229K
Trust Investment Advisors 0.15% New 1,486 $228K
Larson Financial Group LLC 0.01% Add +133.5% 1,485 $228K
Onyx Bridge Wealth Group LLC 0.03% New 1,485 $228K
Challenger Wealth Management 0.18% New 1,483 $227K
Avidian Wealth Enterprises, LLC 0.01% Reduce -37.3% 1,477 $226K
Sowell Financial Services LLC 0.01% New 1,476 $226K
Arax Advisory Partners 0.01% Add +41.8% 1,473 $226K
Birch Hill Investment Advisors LLC 0.01% New 1,472 $226K
Flagship Harbor Advisors, LLC 0.01% New 1,459 $223K
FourThought Financial Partners, LLC 0.02% New 1,457 $223K
Smith, Moore & Co. 0.02% New 1,455 $223K
KCM Investment Advisors LLC 0.01% New 1,455 $223K
Advisors Capital Management, LLC 0.00% New 1,454 $223K
Signature Estate & Investment Advisors LLC 0.01% Reduce -19.9% 1,451 $222K
Fairscale Capital, LLC 0.20% No change 1,448 $222K
Phillips Wealth Planners LLC 0.23% New 1,552 $221K
Values Added Financial LLC 0.12% New 1,443 $221K
FineMark National Bank & Trust 0.01% New 1,438 $220K
Vectors Research Management, LLC 0.08% New 1,430 $219K
Robertson Stephens Wealth Management, LLC 0.01% New 1,427 $219K
Oxford Financial Group, LTD. LLC 0.02% New 1,422 $218K
Rothschild Investment LLC 0.01% Add +3.9% 1,416 $217K
Mattern Wealth Management LLC 0.05% New 1,400 $214K
Cornerstone Wealth Group, LLC 0.02% New 1,394 $214K
Stonebridge Capital Advisors LLC 0.02% New 1,388 $213K
MV Capital Management, Inc. 0.02% Add +0.7% 1,388 $213K
Chicago Partners Investment Group LLC 0.01% New 1,401 $212K
McElhenny Sheffield Capital Management, LLC 0.08% New 1,381 $212K
Bridgewater Advisors Inc. 0.02% New 1,390 $211K
Bar Harbor Wealth Management 0.01% New 1,370 $210K
Phocas Financial Corp. 0.03% New 1,354 $207K
Harmony Asset Management LLC 0.09% New 1,351 $207K
Aberdeen Wealth Management LLC 0.14% New 1,350 $207K
Aspire Private Capital, LLC 0.05% New 1,350 $207K
XML Financial, LLC 0.02% Reduce -25.5% 1,334 $204K
Angeles Wealth Management, LLC 0.02% New 1,332 $204K
RIA Advisory Group LLC 0.07% New 1,329 $204K
Moss Adams Wealth Advisors LLC 0.02% New 1,324 $203K
Allen Mooney & Barnes Investment Advisors LLC 0.03% New 1,323 $203K
Old Port Advisors 0.06% New 1,314 $201K
Birch Financial Group, LLC 0.18% New 1,312 $201K
May Hill Capital, LLC 0.08% New 1,306 $200K
Orion Capital Management LLC 0.08% Reduce -39.1% 1,290 $198K
Quent Capital, LLC 0.02% Add +25.1% 1,245 $191K
Key Financial Inc 0.04% No change 1,231 $189K
Bayforest Capital Ltd 0.08% Add +921.7% 1,226 $188K
Westside Investment Management, Inc. 0.04% No change 1,200 $185K
WASHINGTON TRUST Co 0.01% No change 1,200 $184K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +72.7% 1,174 $180K
Eastern Bank 0.00% No change 1,152 $176K
Greykasell Wealth Strategies, Inc. 0.09% New 1,151 $176K
Colonial Trust Co / SC 0.03% Reduce -6.6% 1,146 $176K
Arcadia Investment Management Corp. 0.03% No change 1,101 $169K
City State Bank 0.05% No change 1,058 $162K
Beacon Capital Management, LLC 0.02% Add +0.4% 1,033 $158K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +22.9% 1,027 $157K
Board of the Pension Protection Fund 0.17% Reduce -86.3% 1,000 $153K
Sit Investment Associates Inc. 0.00% No change 990 $152K
North Star Investment Management Corp. 0.01% Add +0.2% 947 $145K
SJS Investment Consulting Inc. 0.02% Reduce -10.5% 936 $143K
Bollard Group LLC 0.00% No change 929 $142K
Rosenberg Matthew Hamilton 0.03% No change 883 $135K
Lanark Financial, Inc. 0.01% — 860 $131K
AdvisorNet Financial, Inc 0.01% Add +20.2% 814 $125K
First United Bank & Trust 0.05% No change 800 $123K
Virtus Advisers, LLC 0.08% Reduce -91.1% 785 $120K
GHP Investment Advisors, Inc. 0.01% No change 775 $119K
Centennial Bank 0.05% No change 740 $113K
Bruce G. Allen Investments, LLC 0.09% No change 736 $113K
CVA Family Office, LLC 0.02% Add +12.3% 733 $112K
Inlight Wealth Management, LLC 0.07% New 720 $110K
HHM Wealth Advisors, LLC 0.01% No change 716 $110K
Flagship Wealth Advisors, LLC 0.05% No change 715 $110K
Webster Bank, N. A. 0.01% No change 700 $107K
Clearstead Trust, LLC 0.02% No change 695 $106K
Princeton Global Asset Management LLC 0.02% Reduce -16.6% 691 $106K
Golden State Wealth Management, LLC 0.02% Reduce -1.6% 662 $102K
Wiser Advisor Group LLC 0.15% Add +0.5% 656 $100K
Glen Eagle Advisors, LLC 0.02% Reduce -0.2% 625 $96K
Ameriflex Group, Inc. 0.04% Add +21.7% 616 $94K
First Horizon Advisors, Inc. 0.00% No change 616 $94K
Physician Wealth Advisors, Inc. 0.02% No change 615 $94K
Ascentis Wealth Management, LLC 0.03% New 599 $92K
Creative Financial Designs Inc. 0.01% Add +8.2% 583 $89K
MeadowBrook Investment Advisors LLC 0.08% No change 574 $88K
Manchester Capital Management LLC 0.01% Add +25.8% 571 $87K
Bank & Trust Co 0.07% No change 550 $84K
HM Payson & Co. 0.00% No change 533 $82K
Catalyst Capital Advisors LLC 0.00% New 527 $81K
Avalon Trust Co 0.01% New 517 $79K
Cary Street Partners Financial LLC 0.00% Reduce -61.8% 511 $78K
Creekmur Asset Management LLC 0.02% Reduce -0.6% 505 $77K
Valley National Advisers Inc. 0.01% Add +0.6% 508 $77K
MCF Advisors LLC 0.01% Reduce -4.6% 500 $77K
ORG Partners LLC 0.02% Reduce -0.2% 477 $74K
Spire Wealth Management 0.00% Reduce -1.5% 474 $73K
Deseret Mutual Benefit Administrators 0.04% Reduce -7.3% 470 $72K
FSA Wealth Management LLC 0.03% Add +0.4% 465 $71K
Pinnacle Bancorp, Inc. 0.02% No change 450 $69K
Wood Tarver Financial Group, LLC 0.02% Add +0.2% 433 $66K
Cape Investment Advisory, Inc. 0.03% No change 422 $65K
Asset Dedication, LLC 0.01% Add +2.0% 411 $63K
Caldwell Trust Co 0.01% Reduce -32.8% 410 $63K
Mechanics Financial Corp 0.03% No change 400 $61K
Compass Wealth Management LLC 0.02% No change 400 $61K
Cullen/Frost Bankers, Inc. 0.00% Add +60.9% 399 $61K
Private Trust Co. NA 0.01% Add +4.0% 394 $60K
Atlas Capital Advisors Inc. 0.01% No change 394 $60K
Opal Wealth Advisors, LLC 0.02% New 385 $59K
Loomis Sayles & Co. L P 0.00% Reduce -35.0% 384 $59K
Versant Capital Management, Inc 0.01% Add +27.0% 381 $58K
Sachetta, LLC 0.02% Reduce -0.3% 379 $58K
TCTC Holdings, LLC 0.00% Add +21.1% 379 $58K
Rise Advisors, LLC 0.02% Add +23.3% 365 $56K
Financial Perspectives, Inc 0.02% Reduce -37.6% 359 $55K
Silvant Capital Management LLC 0.00% No change 348 $53K
Piscataqua Savings Bank 0.05% No change 338 $52K
Independence Bank of Kentucky 0.01% No change 333 $51K
Financial Management Professionals, Inc. 0.01% Add +3.8% 328 $50K
GW&K Investment Management, LLC 0.00% Add +20.7% 326 $50K
West Financial Advisors, LLC 0.01% No change 320 $49K
Affinity Wealth LLC 0.05% Add +2.3% 307 $47K
JNBA Financial Advisors 0.00% No change 300 $46K
Centerpoint Advisors, LLC 0.02% No change 300 $46K
IAG Wealth Partners, LLC 0.01% No change 300 $46K
Private Wealth Asset Management, LLC 0.01% — 300 $46K
Anchor Investment Management, LLC 0.00% New 300 $46K
Fortitude Family Office, LLC 0.02% No change 297 $46K
Capital Advisors, Ltd. LLC 0.01% Add +57.2% 294 $45K
Hantz Financial Services, Inc. 0.00% New 292 $45K
Bell Investment Advisors, Inc 0.01% Reduce -1.0% 289 $44K
Hollencrest Capital Management 0.00% Add +31.6% 283 $43K
Covestor Ltd 0.03% Reduce -49.1% 277 $43K
NewSquare Capital LLC 0.00% Add +162.3% 278 $43K
Truvestments Capital LLC 0.01% New 271 $41K
Manitou Investment Management Ltd. 0.01% No change 270 $41K
TruNorth Capital Management, LLC 0.01% No change 261 $40K
Sound Income Strategies, LLC 0.00% Add +1.2% 258 $39K
Salem Investment Counselors Inc. 0.00% Add +10.4% 255 $39K
Cherry Tree Wealth Management, LLC 0.01% No change 250 $38K
Sierra Ocean, LLC 0.03% Add +11.4% 245 $38K
Saudi Central Bank 0.20% New 245 $38K
Boyd Watterson Asset Management LLC 0.01% No change 228 $35K
WPG Advisers, LLC 0.03% Add +28.5% 221 $34K
NFSG Corp 0.01% Reduce -31.9% 220 $34K
Optimum Investment Advisors 0.02% No change 212 $33K
N.E.W. Advisory Services LLC 0.00% New 212 $32K
Franchise Capital Ltd 0.02% New 209 $32K
Meeder Asset Management Inc. 0.00% Reduce -31.9% 207 $32K
First Command Advisory Services, Inc. 0.00% Reduce -48.8% 205 $31K
Hughes Financial Services, LLC 0.01% New 203 $31K
PSI Advisors, LLC 0.01% No change 203 $31K
Broadwater Capital Management LLC 0.02% No change 200 $31K
Global Trust Asset Management, LLC 0.02% No change 200 $31K
Trivant Custom Portfolio Group, LLC 0.02% No change 200 $31K
NBT Bank, N.A. 0.00% Add +0.5% 195 $30K
Roxbury Financial LLC 0.03% Add +0.5% 189 $29K
Trust Co. of Vermont 0.00% No change 188 $29K
Quest 10 Wealth Builders, Inc. 0.03% Add +2.2% 186 $28K
Smallwood Wealth Investment Management, LLC 0.02% New 185 $28K
McIlrath & Eck, LLC 0.00% No change 184 $28K
Brown, Lisle/Cummings, Inc. 0.01% Add +4.6% 183 $28K
Harbor Capital Advisors, Inc. 0.00% New 184 $28K
Bank of New Hampshire 0.01% No change 182 $28K
ZynergyRetirementPlanningLLC 0.02% New 216 $27K
GPS Wealth Strategies Group, LLC 0.00% Add +0.6% 177 $27K
Wealth Preservation Advisors, LLC 0.02% — 173 $27K
Sittner & Nelson, LLC 0.01% No change 171 $26K
Bellevue Asset Management, LLC 0.01% Add +0.6% 170 $26K
SouthState Bank Corp 0.00% Add +704.8% 169 $26K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 166 $25K
Armstrong Advisory Group, Inc. 0.00% No change 191 $24K
Park Place Capital Corp 0.01% Add +0.7% 152 $23K
Albion Financial Group 0.00% No change 148 $23K
Grove Bank & Trust 0.00% Reduce -79.0% 147 $23K
Burkett Financial Services, LLC 0.01% Add +0.7% 145 $22K
Hazlett, Burt & Watson, Inc. 0.01% No change 142 $22K
Financial Network Wealth Advisors LLC 0.03% New 142 $22K
Provenance Wealth Advisors, LLC 0.00% No change 139 $21K
Brown Brothers Harriman & Co. 0.00% Reduce -3.5% 136 $21K
Activest Wealth Management 0.01% Add +2580.0% 134 $21K
Center for Financial Planning, Inc. 0.00% No change 133 $20K
Arlington Trust Co LLC 0.00% No change 131 $20K
MorganRosel Wealth Management, LLC 0.01% New 130 $20K
Sunbelt Securities, Inc. 0.00% Reduce -44.3% 126 $19K
Evermay Wealth Management LLC 0.00% No change 125 $19K
Ogorek Anthony Joseph /NY/ 0.01% New 128 $19K
Y.D. More Investments Ltd 0.00% Add +10.7% 124 $19K
Highline Wealth Partners LLC 0.01% Add +19.0% 119 $18K
West Paces Advisors Inc. 0.00% No change 117 $18K
Fourth Dimension Wealth, LLC 0.01% No change 111 $17K
Coston, McIsaac & Partners 0.01% No change 115 $17K
Vision Financial Markets LLC 0.02% No change 109 $17K
Dunhill Financial, LLC 0.01% Reduce -18.0% 105 $16K
Wolff Wiese Magana LLC 0.01% Reduce -18.0% 105 $16K
IMA Advisory Services, Inc. 0.00% New 103 $16K
Abound Wealth Management 0.01% Reduce -19.1% 102 $16K
Robinswood Financial LLC 0.01% No change 101 $16K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $15K
Barrett & Company, Inc. 0.01% No change 100 $15K
Perkins Coie Trust Co 0.00% New 100 $15K
Washington Trust Advisors, Inc. 0.00% No change 100 $15K
iA Global Asset Management Inc. 0.00% New 99 $15K
Mowery & Schoenfeld Wealth Management, LLC 0.03% No change 94 $14K
Winch Advisory Services, LLC 0.00% No change 93 $14K
Wayfinding Financial, LLC 0.01% New 96 $14K
New Millennium Group LLC 0.01% No change 91 $14K
High Note Wealth, LLC 0.00% Add +8.9% 86 $13K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 85 $13K
Citizens National Bank Trust Department 0.00% No change 83 $13K
Red Tortoise LLC 0.01% No change 81 $12K
Reyes Financial Architecture, Inc. 0.01% No change 78 $12K
Binnacle Investments Inc 0.01% — 77 $12K
Hager Investment Management Services, LLC 0.01% Add +1440.0% 77 $12K
Raffa Wealth Management, LLC 0.00% No change 73 $11K
Cornerstone Planning Group LLC 0.00% Add +108.3% 75 $11K
Avion Wealth 0.00% No change 88 $11K
Hemington Wealth Management 0.00% No change 78 $11K
SOA Wealth Advisors, LLC. 0.00% New 9,393 $9K
Navigoe, LLC 0.01% No change 60 $9K
Birchbrook, Inc. 0.01% Reduce -72.1% 58 $9K
Crowley Wealth Management, Inc. 0.01% No change 55 $8K
American National Bank & Trust 0.00% No change 55 $8K
Semmax Financial Advisors Inc. 0.00% No change 55 $8K
Strategic Investment Solutions, Inc. 0.00% Reduce -75.1% 51 $8K
VSM Wealth Advisory, LLC 0.00% No change 50 $8K
Peoples Bank 0.01% No change 50 $8K
First Pacific Financial 0.00% New 49 $8K
Global Financial Private Client, LLC 0.00% No change 47 $7K
Capital A Wealth Management, LLC 0.01% Add +4.5% 46 $7K
Riggs Asset Managment Co. Inc. 0.00% Add +21.1% 46 $7K
Compass Financial Services Inc 0.00% Reduce -50.0% 46 $7K
Aspect Partners, LLC 0.00% Add +7.1% 45 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -36.2% 37 $6K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 37 $6K
New England Capital Financial Advisors LLC 0.00% No change 34 $5K
Carolinas Wealth Consulting LLC 0.00% Reduce -17.1% 34 $5K
WealthTrak Capital Management LLC 0.00% Add +200.0% 33 $5K
DT Investment Partners, LLC 0.00% No change 32 $5K
TD Capital Management LLC 0.00% Add +520.0% 31 $5K
City Holding Co. 0.00% New 31 $5K
TFC Financial Management, Inc. 0.00% No change 30 $5K
Clark Wealth Partners 0.00% No change 29 $4K
Principia Wealth Advisory, LLC 0.00% Add +106.7% 31 $4K
Millstone Evans Group, LLC 0.00% No change 23 $4K
Private Wealth Management Group, LLC 0.00% No change 22 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 22 $3K
Nvwm, LLC 0.00% Add +18.8% 19 $3K
Duncker Streett & Co. Inc. 0.00% No change 17 $3K
True Wealth Design, LLC 0.00% Add +166.7% 16 $2K
Redwood Park Advisors LLC 0.00% No change 15 $2K
Trifecta Capital Advisors, LLC 0.00% No change 15 $2K
Anfield Capital Management, LLC 0.00% Reduce -50.0% 14 $2K
Core Alternative Capital 0.00% No change 14 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 12 $2K
Bfsg, LLC 0.00% New 11 $2K
Clean Yield Group 0.00% No change 11 $2K
Plante Moran Financial Advisors, LLC 0.00% Reduce -76.1% 11 $2K
Winnacle Wealth LLC 0.00% Add +57.1% 11 $2K
American Capital Advisory, LLC 0.00% New 10 $2K
JDM Financial Group LLC 0.00% No change 10 $2K
S&T Bank 0.00% New 10 $2K
GoalVest Advisory LLC 0.00% New 10 $2K
1620 Investment Advisors, Inc. 0.00% No change 9 $1K
Bear Mountain Capital, Inc. 0.00% New 7 $1K
Strengthening Families & Communities, LLC 0.00% Add +16.7% 7 $1K
Ruedi Wealth Management, Inc. 0.00% No change 7 $1K
Blume Capital Management, Inc. 0.00% New 5 $767
Chesapeake Asset Management LLC 0.00% No change 5 $766
Financial Gravity Asset Management, Inc. 0.00% — 5 $766
Osterweis Capital Management Inc. 0.00% New 5 $766
Transce3nd, LLC 0.00% Reduce -97.5% 4 $613
Bare Financial Services, Inc 0.00% New 4 $613
Greenline Partners, LLC 0.00% New 3 $460
Rialto Wealth Management, LLC 0.00% New 3 $460
Halbert Hargrove Global Advisors, LLC 0.00% New 3 $460
Bartlett & Co. Wealth Management LLC 0.00% New 3 $460
Retirement Wealth Solutions LLC 0.00% No change 1 $85

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