WelltowerWELL
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 172 | $670.3M |
| Exits | 64 | $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.