WelltowerWELL
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 1,266 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 30 from Q1 2025. 112 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($13.2B), BlackRock, Inc. ($10.2B) and Capital International Investors ($6.9B). 10 famous investors held it, including Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Welltower Inc.
- Sector
- Real Estate
- CUSIP
- 95040Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $618.0M |
| Exits | 79 | $203.1M |
All 13F filers, Q1 2025 → Q2 2025: 32,703,997 shares bought and 21,036,864 shares sold, net +11,667,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,266 holders
| Vanguard Group Inc. | 0.21% | Reduce -7.2% | 85,786,487 | $13.2B |
| BlackRock, Inc. | 0.20% | Add +1.4% | 66,550,890 | $10.2B |
| Capital International Investors | 1.19% | Add +4.9% | 44,673,321 | $6.9B |
| State Street Corp. | 0.23% | Add +4.6% | 39,616,289 | $6.1B |
| Cohen & Steers, Inc. | 9.92% | Reduce -1.8% | 35,174,884 | $5.4B |
| Norges Bank | 0.61% | Add +1.9% | 31,897,184 | $4.9B |
| Wellington Management Group LLP | 0.56% | Reduce -5.3% | 20,168,974 | $3.1B |
| Bank of America Corp. | 0.24% | Reduce -6.7% | 19,011,127 | $2.9B |
| FMR LLC | 0.16% | Add +4.5% | 18,323,524 | $2.8B |
| Geode Capital Management, LLC | 0.16% | Add +5.1% | 15,012,454 | $2.3B |
| T. Rowe Price Associates Inc. | 0.21% | Add +36.3% | 12,161,079 | $1.9B |
| Principal Financial Group Inc. | 0.85% | Reduce -9.0% | 10,433,664 | $1.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.30% | Add +18.7% | 9,693,143 | $1.5B |
| Northern Trust Corp. | 0.19% | Add +4.2% | 8,823,187 | $1.4B |
| Morgan Stanley | 0.09% | Reduce -4.0% | 8,812,695 | $1.4B |
| JPMorgan Chase & Co. | 0.08% | Add +1.9% | 7,898,391 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.19% | Add +5.4% | 7,329,291 | $1.1B |
| Legal & General Group Plc | 0.28% | Add +4.1% | 7,297,309 | $1.1B |
| Invesco Ltd. | 0.19% | Add +2.9% | 7,295,596 | $1.1B |
| Dimensional Fund Advisors LP | 0.26% | Reduce -0.7% | 7,197,606 | $1.1B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.03% | Add +1.4% | 6,416,565 | $986.4M |
| Goldman Sachs Group Inc. | 0.15% | Add +29.6% | 6,130,834 | $942.5M |
| Daiwa Securities Group Inc. | 3.05% | Reduce -1.6% | 5,351,531 | $822.7M |
| Nuveen, LLC | 0.22% | Add +3.0% | 5,122,386 | $787.5M |
| Resolution Capital Ltd | 15.50% | Add +3.6% | 5,084,628 | $781.7M |
| Centersquare Investment Management LLC | 7.97% | Add +0.7% | 4,998,210 | $768.4M |
| Deutsche Bank AG | 0.27% | Reduce -8.3% | 4,699,009 | $722.4M |
| Bank of New York Mellon Corp | 0.12% | Add +3.2% | 4,015,959 | $617.4M |
| Amundi | 0.21% | Add +7.0% | 4,064,420 | $612.5M |
| Russell Investments Group, Ltd. | 0.67% | Reduce -3.1% | 3,385,227 | $520.3M |
| CBRE Investment Management Listed Real Assets LLC | 7.68% | Add +8.6% | 3,271,471 | $502.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.31% | Add +5.2% | 3,270,331 | $502.7M |
| Ameriprise Financial Inc. | 0.11% | Add +7.9% | 2,858,277 | $434.6M |
| Prudential Financial Inc. | 0.55% | Add +10.7% | 2,774,330 | $426.5M |
| PGGM Investments | 7.10% | Add +0.8% | 2,662,087 | $409.2M |
| Sei Investments Co. | 0.45% | Reduce -1.9% | 2,524,323 | $388.1M |
| Duff & Phelps Investment Management Co. | 4.53% | Add +1.3% | 2,509,637 | $385.8M |
| Qube Research & Technologies Ltd | 0.53% | Add +80.3% | 2,465,874 | $379.1M |
| HSBC Holdings PLC | 0.21% | Reduce -8.2% | 2,109,005 | $323.6M |
| UBS Group AG | 0.07% | Reduce -24.0% | 2,095,044 | $322.1M |
| Swiss National Bank | 0.18% | Add +11.8% | 1,962,900 | $301.8M |
| Macquarie Group Ltd. | 0.33% | Reduce -3.6% | 1,754,158 | $269.7M |
| California Public Employees Retirement System | 0.17% | Reduce -4.5% | 1,749,978 | $269.0M |
| National Pension Service | 0.22% | Add +8.2% | 1,657,399 | $254.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.20% | Add +9.0% | 1,655,153 | $254.4M |
| Voya Investment Management LLC | 0.29% | Reduce -7.3% | 1,644,953 | $252.1M |
| Barclays PLC | 0.10% | Add +1.7% | 1,619,105 | $248.9M |
| Capital World Investors | 0.04% | New | 1,589,496 | $244.4M |
| Nordea Investment Management AB | 0.23% | Add +4.6% | 1,602,490 | $242.6M |
| Aberdeen Group plc | 0.41% | Add +5.5% | 1,579,011 | $239.4M |
| Schroder Investment Management Group | 0.20% | Add +12.9% | 1,530,884 | $235.3M |
| APG Asset Management US Inc. | 1.73% | Add +7.1% | 1,521,684 | $230.7M |
| CANADA LIFE ASSURANCE Co | 0.36% | Add +5.2% | 1,477,832 | $227.2M |
| Lasalle Investment Management Securities LLC | 8.95% | Add +9.4% | 1,422,499 | $218.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.39% | Reduce -2.2% | 1,412,431 | $217.1M |
| Rhumbline Advisers | 0.17% | Reduce -0.0% | 1,300,515 | $199.9M |
| Alliancebernstein L.P. | 0.06% | Add +2.1% | 1,290,141 | $198.3M |
| Aew Capital Management L P | 10.38% | Reduce -6.7% | 1,283,280 | $197.3M |
| Wells Fargo & Company | 0.04% | Add +21.8% | 1,271,511 | $195.5M |
| Nomura Asset Management Co. Ltd. | 0.53% | Add +6.6% | 1,261,839 | $194.0M |
| Zimmer Partners, LP | 4.39% | Reduce -32.8% | 1,247,745 | $191.8M |
| Balyasny Asset Management L.P. | 0.44% | Add +241.5% | 1,241,145 | $190.8M |
| Baron Capital (BAMCO) | 0.51% | Reduce -7.1% | 1,228,446 | $188.8M |
| Asset Management One Co., Ltd. | 0.58% | Add +1.0% | 1,203,786 | $185.1M |
| Public Employees Retirement System of Ohio | 0.60% | Add +3.8% | 1,152,310 | $177.1M |
| Castle Hook Partners LP | 2.50% | Add +17.7% | 1,103,885 | $169.7M |
| D. E. Shaw & Co. | 0.17% | Add +22.5% | 1,068,586 | $164.3M |
| American Century Companies Inc. | 0.09% | Reduce -5.2% | 1,065,768 | $163.8M |
| California State Teachers Retirement System | 0.17% | Add +4.8% | 1,018,677 | $156.6M |
| Heitman Real Estate Securities LLC | 11.01% | Reduce -6.5% | 1,010,293 | $155.3M |
| Adelante Capital Management LLC | 11.11% | Add +1.9% | 981,590 | $150.9M |
| Citadel Advisors | 0.13% | Add +29.7% | 966,370 | $148.6M |
| Pictet Asset Management Holding SA | 0.14% | Reduce -10.8% | 898,706 | $138.2M |
| KBC Group NV | 0.35% | Add +91.8% | 848,919 | $130.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.32% | Add +21.4% | 838,668 | $128.9M |
| Cardano Risk Management B.V. | 1.65% | Add +27.1% | 837,165 | $128.7M |
| Citigroup Inc. | 0.09% | Reduce -1.6% | 831,543 | $127.8M |
| New York State Common Retirement Fund | 0.16% | Add +4.2% | 794,065 | $122.1M |
| Neuberger Berman Group LLC | 0.09% | Add +15.1% | 778,419 | $119.7M |
| Raymond James Financial Inc. | 0.04% | Add +7.2% | 774,904 | $119.1M |
| Allianz Asset Management GmbH | 0.16% | Add +13.9% | 771,298 | $118.6M |
| STRS Ohio | 0.44% | Reduce -0.5% | 769,418 | $118.3M |
| Royal Bank of Canada | 0.02% | Reduce -3.0% | 760,584 | $116.9M |
| Korea Investment CORP | 0.26% | Add +10.1% | 757,405 | $116.4M |
| HRT Financial LP | 0.48% | Add +327.7% | 712,929 | $109.6M |
| Susquehanna International Group, LLP | 0.16% | Add +310.3% | 689,880 | $106.1M |
| Swedbank AB | 0.12% | Add +11.0% | 666,219 | $102.4M |
| Natixis Advisors, LLC | 0.16% | Add +53.4% | 653,387 | $100.4M |
| National Bank of Canada | 0.11% | Reduce -7.2% | 644,568 | $99.1M |
| State Board of Administration of Florida Retirement System | 0.16% | Add +2.3% | 593,712 | $91.3M |
| Congress Asset Management Co. | 0.61% | New | 578,845 | $89.0M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +12.5% | 569,006 | $87.5M |
| Janus Henderson Group PLC | 0.04% | Reduce -6.9% | 568,222 | $87.3M |
| Storebrand Asset Management As | 0.25% | Add +14.3% | 557,687 | $85.7M |
| AXA S.A. | 0.24% | Add +15.6% | 535,170 | $82.3M |
| BNP Paribas Financial Markets | 0.06% | Reduce -55.0% | 531,578 | $81.7M |
| Capital International, Inc. | 0.79% | Add +30.8% | 528,094 | $81.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.18% | Reduce -0.2% | 502,837 | $77.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.19% | Reduce -4.5% | 498,580 | $76.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +8.1% | 496,073 | $76.3M |
| Retirement Systems of Alabama | 0.27% | Add +3.3% | 486,921 | $74.9M |
| Aviva PLC | 0.15% | Add +11.5% | 484,946 | $74.6M |
| Marshall Wace, LLP | 0.09% | Reduce -38.0% | 476,815 | $73.3M |
| Artisan Partners Limited Partnership | 0.11% | New | 469,952 | $72.2M |
| State of New Jersey Common Pension Fund D | 0.28% | Add +3.4% | 468,752 | $72.1M |
| Franklin Resources Inc. | 0.02% | Add +11.0% | 467,450 | $71.9M |
| New York State Teachers Retirement System | 0.15% | Add +0.3% | 461,974 | $71.0M |
| Millennium Management | 0.07% | Add +95.9% | 459,263 | $70.6M |
| Victory Capital Management Inc. | 0.04% | Add +25.0% | 442,332 | $68.0M |
| AQR Capital Management | 0.05% | Add +69.9% | 436,550 | $66.3M |
| Bank of Montreal | 0.03% | Reduce -17.4% | 425,613 | $65.4M |
| M.D. Sass, LLC | 5.25% | Add +0.6% | 424,588 | $65.3M |
| Renaissance Technologies | 0.09% | Reduce -61.1% | 419,563 | $64.5M |
| Candriam S.C.A. | 0.37% | Add +2.6% | 416,674 | $64.1M |
| UniSuper Management Pty Ltd | 0.42% | Add +3.0% | 409,676 | $63.0M |
| Robeco Institutional Asset Management B.V. | 0.10% | Add +3.8% | 403,359 | $62.0M |
| Canada Pension Plan Investment Board | 0.05% | Add +313.8% | 399,941 | $61.5M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -1.9% | 399,799 | $61.5M |
| State of Alaska, Department of Revenue | 0.64% | Add +4.0% | 390,532 | $60.0M |
| Primecap Management Co. | 0.05% | Add +878.5% | 386,509 | $59.4M |
| Toronto Dominion Bank | 0.13% | Add +25.9% | 380,724 | $58.5M |
| DekaBank Deutsche Girozentrale | 0.10% | Add +0.8% | 382,262 | $58.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.31% | Add +66.2% | 564,639 | $58.2M |
| Acadian Asset Management LLC | 0.12% | Reduce -48.0% | 373,021 | $57.3M |
| Weiss Asset Management LP | 1.08% | Add +138.1% | 372,750 | $57.3M |
| Capital Group Private Client Services, Inc. | 0.49% | Add +0.5% | 371,027 | $57.0M |
| State of Wisconsin Investment Board | 0.14% | Add +1.6% | 370,321 | $56.9M |
| Worldquant Millennium Advisors LLC | 0.28% | Add +491.4% | 364,059 | $56.0M |
| Resona Asset Management Co.,Ltd. | 0.27% | Reduce -3.4% | 362,066 | $55.2M |
| Bowen Hanes & Co. Inc. | 1.34% | No change | 346,281 | $53.2M |
| Danske Bank A/S | 0.13% | Add +12.3% | 344,721 | $53.0M |
| Brookfield Corp | 0.06% | Reduce -8.3% | 340,696 | $52.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.10% | Reduce -20.1% | 335,783 | $51.6M |
| Chevy Chase Trust Holdings, LLC | 0.15% | Add +2.6% | 329,814 | $50.7M |
| Zurich Insurance Group Ltd | 0.39% | Reduce -47.6% | 326,167 | $50.1M |
| Border to Coast Pensions Partnership Ltd | 0.92% | Reduce -7.1% | 325,000 | $50.0M |
| Van Eck Associates Corp. | 0.06% | Add +6.0% | 318,733 | $49.0M |
| Uniplan Investment Counsel, Inc. | 5.06% | Reduce -1.9% | 314,203 | $48.3M |
| Capital Research Global Investors | 0.01% | Reduce -46.3% | 306,310 | $47.1M |
| Treasurer of the State of North Carolina | 0.15% | Add +8.5% | 306,059 | $47.0M |
| Employees Retirement System of Texas | 0.45% | Reduce -2.5% | 305,591 | $47.0M |
| Handelsbanken Fonder AB | 0.17% | Reduce -6.5% | 303,290 | $46.6M |
| APG Asset Management N.V. | 0.14% | Add +6.6% | 352,856 | $46.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.31% | Add +6.9% | 295,660 | $45.5M |
| CORDA Investment Management, LLC. | 3.30% | Reduce -2.8% | 291,681 | $44.8M |
| LPL Financial LLC | 0.01% | Add +11.6% | 287,887 | $44.3M |
| Royal London Asset Management Ltd. | 0.10% | Reduce -1.8% | 287,769 | $44.2M |
| FIL Ltd | 0.04% | Reduce -20.5% | 275,606 | $42.4M |
| Hazelview Securities Inc. | 7.39% | Add +6.3% | 274,848 | $41.7M |
| Factory Mutual Insurance Co. | 0.45% | No change | 265,300 | $40.8M |
| Nisa Investment Advisors, LLC | 0.18% | Reduce -5.8% | 263,923 | $40.6M |
| Cibc World Market Inc. | 0.09% | Add +414.2% | 254,679 | $39.2M |
| Natixis | 0.20% | Add +16.0% | 253,803 | $39.0M |
| Gillson Capital LP | 2.95% | Add +60.6% | 250,955 | $38.6M |
| GRS Advisors, LLC | 3.64% | Reduce -58.2% | 246,231 | $37.9M |
| First Trust Advisors LP | 0.03% | Add +19.5% | 241,216 | $37.1M |
| Cibc World Markets Corp. | 0.24% | Reduce -0.0% | 240,152 | $36.9M |
| Stifel Financial Corp. | 0.04% | Add +12.9% | 235,999 | $36.3M |
| Cerity Partners LLC | 0.06% | Add +2.8% | 234,918 | $36.1M |
| KLP Kapitalforvaltning As | 0.16% | Add +9.7% | 233,846 | $35.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.32% | Add +6.2% | 232,031 | $35.7M |
| Teacher Retirement System of Texas | 0.15% | Reduce -26.1% | 231,935 | $35.7M |
| IFM Investors Pty Ltd | 0.34% | Reduce -4.4% | 230,367 | $35.4M |
| TD Asset Management Inc | 0.03% | Add +2.9% | 228,366 | $35.1M |
| Braun Stacey Associates Inc. | 1.27% | Reduce -2.8% | 227,852 | $35.0M |
| CI Investments Inc. | 0.13% | Add +0.3% | 222,004 | $34.1M |
| NewEdge Wealth, LLC | 0.53% | Add +8.8% | 200,451 | $34.0M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.6% | 218,060 | $33.5M |
| 1832 Asset Management L.P. | 0.06% | Reduce -49.3% | 213,230 | $32.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.18% | Add +0.9% | 203,235 | $31.2M |
| UMB Bank, n.a. | 0.49% | Reduce -8.9% | 202,899 | $31.2M |
| Tidal Investments LLC | 0.20% | Add +11.4% | 200,891 | $30.9M |
| Forsta Ap-Fonden | 0.20% | Add +4.6% | 199,300 | $30.6M |
| Federated Hermes, Inc. | 0.06% | Add +193.5% | 196,453 | $30.2M |
| State of Tennessee, Department of Treasury | 0.11% | Reduce -9.7% | 194,602 | $29.9M |
| EP Wealth Advisors, LLC | 0.19% | Add +6.0% | 192,007 | $29.5M |
| Arizona State Retirement System | 0.17% | Add +3.7% | 189,559 | $29.1M |
| Sanctuary Advisors, LLC | 0.18% | Add +9.9% | 185,329 | $28.5M |
| Creative Planning | 0.02% | Add +1.1% | 180,225 | $27.7M |
| Ensign Peak Advisors, Inc | 0.05% | Add +8.1% | 179,450 | $27.6M |
| Erste Asset Management GmbH | 0.23% | Add +109.0% | 179,150 | $27.3M |
| Groupama Asset Managment | 0.46% | Add +1085.8% | 179,070 | $27.2M |
| MetLife Investment Management, LLC | 0.16% | Add +0.4% | 176,485 | $27.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +7.9% | 174,859 | $26.9M |
| Nissay Asset Management Corp. /Japan | 0.16% | Add +6.2% | 174,382 | $26.8M |
| Brevan Howard Capital Management LP | 0.29% | Add +255.8% | 169,844 | $26.1M |
| State of Michigan Retirement System | 0.13% | Add +2.2% | 168,909 | $26.0M |
| B&I Capital AG | 7.99% | Reduce -3.0% | 152,790 | $23.5M |
| CW Advisors, LLC | 0.23% | Add +7318.5% | 152,746 | $23.5M |
| Prudential PLC | 0.14% | Add +32.0% | 152,492 | $23.4M |
| Czech National Bank | 0.18% | Add +8.5% | 151,856 | $23.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.21% | Add +20.5% | 148,339 | $22.8M |
| WCM Investment Management, LLC | 0.05% | New | 148,115 | $22.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.21% | Add +121.7% | 139,772 | $21.5M |
| WestEnd Advisors, LLC | 0.53% | Reduce -15.1% | 137,866 | $21.2M |
| Waratah Capital Advisors Ltd. | 1.42% | New | 135,788 | $20.9M |
| DNB Asset Management AS | 0.09% | Add +4.5% | 135,550 | $20.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.3% | 135,853 | $20.8M |
| Metis Global Partners, LLC | 0.53% | Add +24.4% | 133,964 | $20.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.09% | Add +4.3% | 133,947 | $20.6M |
| Vert Asset Management LLC | 7.47% | Reduce -4.3% | 133,425 | $20.5M |
| Easterly Investment Partners LLC | 1.45% | New | 131,796 | $20.3M |
| Point72 Asset Management | 0.05% | Reduce -10.7% | 131,266 | $20.2M |
| Guggenheim Capital LLC | 0.16% | Add +23.0% | 131,116 | $20.2M |
| ProShare Advisors LLC | 0.04% | Add +10.0% | 128,157 | $19.7M |
| Public Sector Pension Investment Board | 0.08% | Reduce -21.5% | 127,851 | $19.7M |
| Varma Mutual Pension Insurance Co | 0.14% | Add +7.0% | 125,976 | $19.4M |
| Tiaa Trust, National Association | 0.05% | Add +0.0% | 124,053 | $19.1M |
| Amalgamated Bank | 0.15% | Add +3.4% | 122,674 | $18.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.53% | Add +0.7% | 122,612 | $18.8M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -0.8% | 122,418 | $18.8M |
| Banco Santander, S.A. | 0.18% | Add +1241.4% | 122,133 | $18.8M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -4.2% | 121,156 | $18.6M |
| Teachers Retirement System of the State of Kentucky | 0.15% | Reduce -3.2% | 119,860 | $18.4M |
| Calamos Advisors LLC | 0.11% | No change | 118,271 | $18.2M |
| Knights of Columbus Asset Advisors LLC | 1.08% | Add +5.1% | 115,569 | $17.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.17% | Reduce -1.9% | 115,517 | $17.8M |
| Assetmark, Inc. | 0.04% | Add +6.2% | 114,682 | $17.6M |
| Vestcor Inc | 0.52% | Reduce -5.4% | 112,154 | $17.2M |
| USS Investment Management Ltd | 0.11% | Reduce -0.1% | 111,525 | $17.1M |
| Waterfront Capital Partners, LLC | 4.23% | Reduce -11.4% | 110,736 | $17.0M |
| Swiss Life Asset Management Ltd | 0.10% | Add +0.5% | 109,413 | $16.8M |
| Xponance LLC | 0.14% | Add +12.6% | 106,838 | $16.4M |
| Yousif Capital Management, LLC | 0.18% | Add +2.1% | 106,520 | $16.4M |
| NorthCoast Asset Management LLC | 0.07% | New | 106,218 | $16.3M |
| Groupe la Francaise | 0.27% | Add +40.1% | 106,338 | $16.3M |
| Utah Retirement Systems | 0.17% | Add +1.4% | 103,637 | $15.9M |
| Danica Pension, Livsforsikringsaktieselskab | 0.27% | Add +55.0% | 103,609 | $15.9M |
| Cetera Investment Advisers | 0.03% | Add +4.7% | 102,884 | $15.8M |
| Jones Financial Companies LLLP | 0.01% | Add +27.6% | 103,747 | $15.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.09% | Reduce -14.3% | 102,022 | $15.7M |
| Ethic Inc. | 0.28% | Add +4.7% | 101,657 | $15.5M |
| New Age Alpha Advisors, LLC | 0.68% | Add +14.4% | 100,173 | $15.4M |
| Nearwater Capital Markets, Ltd | 0.25% | Reduce -16.7% | 100,000 | $15.4M |
| Squarepoint Ops LLC | 0.03% | Add +38.9% | 99,572 | $15.3M |
| Gotham Asset Management | 0.09% | Add +39.2% | 99,520 | $15.3M |
| Police & Firemen's Retirement System of New Jersey | 0.14% | Add +10.8% | 99,421 | $15.3M |
| Connors Investor Services Inc. | 1.34% | Add +0.9% | 98,629 | $15.2M |
| Bank of Nova Scotia | 0.03% | Add +35.4% | 96,728 | $14.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +25.7% | 95,521 | $14.7M |
| Intech Investment Management LLC | 0.14% | Reduce -36.0% | 95,415 | $14.7M |
| Mariner, LLC | 0.02% | Add +9.7% | 93,970 | $14.4M |
| GSI Capital Advisors LLC | 7.71% | Add +15.0% | 93,677 | $14.4M |
| New York Life Investment Management LLC | 0.13% | Add +3.5% | 93,347 | $14.4M |
| Keybank National Association | 0.05% | Reduce -2.9% | 92,615 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.1% | 92,095 | $14.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.1% | 90,007 | $13.8M |
| Appleton Partners Inc. | 0.97% | Add +9.6% | 89,430 | $13.7M |
| Chilton Capital Management LLC | 0.50% | Reduce -20.4% | 88,696 | $13.6M |
| DLD Asset Management, LP | 6.54% | New | 87,950 | $13.5M |
| QRG Capital Management, Inc. | 0.12% | Add +5.5% | 87,813 | $13.5M |
| TCW Group Inc. | 0.11% | Reduce -8.1% | 87,347 | $13.4M |
| Public Employees Retirement Association of Colorado | 0.05% | Add +3.4% | 87,073 | $13.4M |
| Mackenzie Financial Corp. | 0.02% | Reduce -38.5% | 86,889 | $13.4M |
| CIBC Asset Management Inc | 0.04% | Reduce -8.0% | 86,116 | $13.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +115.8% | 84,911 | $13.1M |
| Fifth Third Bancorp | 0.05% | Add +5.5% | 84,905 | $13.1M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +13.2% | 83,920 | $12.9M |
| Susquehanna Fundamental Investments, LLC | 0.34% | Reduce -32.5% | 81,819 | $12.6M |
| Tredje AP-fonden | 0.10% | No change | 81,421 | $12.5M |
| Quantinno Capital Management LP | 0.05% | Add +32.9% | 81,269 | $12.5M |
| Captrust Financial Advisors | 0.03% | Reduce -1.1% | 81,170 | $12.5M |
| Venture Visionary Partners LLC | 0.47% | Reduce -5.9% | 80,572 | $12.4M |
| M&T Bank Corp | 0.04% | Add +0.4% | 80,227 | $12.3M |
| Rafferty Asset Management, LLC | 0.04% | Add +18.5% | 78,732 | $12.1M |
| NEOS Investment Management LLC | 0.15% | Add +50.4% | 78,041 | $12.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.3% | 77,186 | $11.9M |
| Osaic Holdings, Inc. | 0.02% | Add +18.8% | 76,869 | $11.8M |
| Westpac Banking Corp. | 0.78% | Reduce -10.4% | 75,991 | $11.7M |
| Vanguard Personalized Indexing Management, LLC | 0.13% | Add +15.7% | 75,888 | $11.7M |
| Trust Co. of Toledo NA | 1.29% | Reduce -3.1% | 75,897 | $11.7M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -1.0% | 75,297 | $11.6M |
| Dupont Capital Management Corp. | 1.22% | No change | 73,736 | $11.3M |
| CENTRAL TRUST Co | 0.25% | Reduce -0.5% | 70,520 | $10.8M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +214.5% | 70,520 | $10.8M |
| Cubist Systematic Strategies, LLC | 0.12% | New | 70,321 | $10.8M |
| Sarasin & Partners LLP | 0.11% | Add +5.8% | 69,559 | $10.7M |
| Inspire Investing, LLC | 1.15% | Add +16.4% | 68,748 | $10.6M |
| OP Asset Management Ltd | 0.15% | Add +4.4% | 67,759 | $10.4M |
| Mediolanum International Funds Ltd | 0.12% | New | 67,942 | $10.3M |
| Woodline Partners LP | 0.05% | Add +30.6% | 67,056 | $10.3M |
| Fred Alger Management, LLC | 0.05% | Add +1.1% | 66,893 | $10.3M |
| Pacer Advisors, Inc. | 0.03% | Add +35.9% | 65,870 | $10.1M |
| Avanza Fonder AB | 0.29% | Add +7.0% | 64,404 | $9.9M |
| Oppenheimer Asset Management Inc. | 0.11% | Add +73.9% | 64,179 | $9.9M |
| LGT Group Foundation | 0.12% | Reduce -0.6% | 64,118 | $9.9M |
| Advisors Asset Management, Inc. | 0.17% | Add +9.8% | 63,494 | $9.8M |
| ASR Vermogensbeheer N.V. | 0.12% | Add +31.2% | 61,695 | $9.5M |
| Norinchukin Bank, The | 0.14% | Add +6.8% | 61,328 | $9.4M |
| Wealthfront Advisers LLC | 0.02% | Add +10.0% | 61,290 | $9.4M |
| Agf Management Ltd. | 0.04% | Add +0.7% | 60,835 | $9.4M |
| Longbow Finance SA | 0.97% | New | 58,895 | $9.1M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Reduce -0.8% | 58,237 | $9.0M |
| Azimuth Capital Investment Management LLC | 0.33% | Add +1.5% | 57,094 | $8.8M |
| Entropy Technologies, LP | 0.69% | Add +255.9% | 56,798 | $8.7M |
| Quantbot Technologies LP | 0.22% | Add +159.2% | 56,527 | $8.7M |
| GDS Wealth Management | 0.63% | Add +33.8% | 56,064 | $8.6M |
| Windle Wealth, LLC | 4.21% | Reduce -0.4% | 56,041 | $8.6M |
| Harbour Trust & Investment Management Co | 0.94% | Add +1.3% | 55,102 | $8.5M |
| Kingdon Capital Management, L.L.C. | 1.63% | New | 55,000 | $8.5M |
| Jane Street Group, LLC | 0.01% | New | 54,732 | $8.4M |
| WESPAC Advisors SoCal, LLC | 1.85% | Add +0.0% | 53,909 | $8.3M |
| Oregon Public Employees Retirement Fund | 0.15% | Add +2.5% | 53,650 | $8.2M |
| Jump Financial, LLC | 0.10% | Add +383.1% | 53,513 | $8.2M |
| Pinnacle Associates Ltd. | 0.12% | Reduce -3.8% | 53,385 | $8.2M |
| Advisors Management Group Inc. | 1.54% | Reduce -1.2% | 53,306 | $8.2M |
| Engineers Gate Manager LP | 0.10% | Add +56.7% | 53,206 | $8.2M |
| Pensionfund PDN | 5.47% | No change | 52,753 | $8.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.5% | 52,915 | $8.0M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +43.0% | 52,025 | $8.0M |
| CPC Advisors, LLC | 0.99% | Add +2.5% | 51,270 | $7.9M |
| Waverly Advisors, LLC | 0.09% | Add +2.1% | 50,689 | $7.8M |
| Truist Financial Corp. | 0.01% | Add +9.0% | 49,912 | $7.7M |
| Atria Investments, Inc | 0.09% | Add +26.8% | 48,918 | $7.5M |
| Aptus Capital Advisors, LLC | 0.07% | Add +8.7% | 48,847 | $7.5M |
| US Bancorp \de | 0.01% | Add +7.6% | 48,348 | $7.4M |
| Elo Mutual Pension Insurance Co | 0.15% | Reduce -8.5% | 48,254 | $7.4M |
| Pathstone Holdings, LLC | 0.03% | Add +1.5% | 47,016 | $7.2M |
| Quadrature Capital Ltd | 0.12% | Add +197.1% | 46,843 | $7.2M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +44.6% | 46,808 | $7.2M |
| Windward Capital Management Co. | 0.60% | Reduce -2.5% | 46,069 | $7.1M |
| GeoWealth Management, LLC | 0.28% | Reduce -2.8% | 46,044 | $7.1M |
| Vident Advisory, LLC | 0.08% | Add +8.8% | 45,831 | $7.0M |
| Verition Fund Management LLC | 0.04% | Add +8.0% | 45,447 | $7.0M |
| MML Investors Services, LLC | 0.02% | Add +2.8% | 44,486 | $6.8M |
| Callahan Advisors, LLC | 0.61% | Add +3.9% | 44,398 | $6.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.34% | Reduce -16.3% | 44,309 | $6.8M |
| Corient Private Wealth LP | 0.01% | Reduce -2.9% | 43,901 | $6.7M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +134.9% | 43,740 | $6.7M |
| Los Angeles Capital Management LLC | 0.03% | Add +1.8% | 43,403 | $6.7M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -3.0% | 43,225 | $6.6M |
| Avantax Advisory Services, Inc. | 0.04% | Add +6.3% | 43,032 | $6.6M |
| Naviter Wealth, LLC | 0.81% | Add +12.9% | 43,021 | $6.6M |
| Mizuho Securities USA LLC | 0.14% | — | 42,931 | $6.6M |
| Triasima Portfolio Management inc. | 1.19% | Add +14.4% | 42,449 | $6.5M |
| Lido Advisors, LLC | 0.03% | Reduce -54.3% | 42,419 | $6.5M |
| Boothbay Fund Management, LLC | 0.21% | Reduce -61.7% | 42,264 | $6.5M |
| Carret Asset Management, LLC | 0.69% | Reduce -1.9% | 42,164 | $6.5M |
| ExodusPoint Capital Management, LP | 0.08% | Reduce -78.4% | 42,018 | $6.5M |
| Stevens Capital Management LP | 1.71% | Add +36.4% | 40,989 | $6.3M |
| Brasada Capital Management, LP | 1.08% | Add +8.4% | 41,115 | $6.3M |
| Achmea Investment Management B.V. | 0.08% | Add +84.0% | 40,779 | $6.3M |
| Point72 (DIFC) Ltd | 0.49% | Add +20.6% | 40,064 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +13.4% | 39,987 | $6.1M |
| Shell Asset Management Co. | 0.21% | Add +33.4% | 39,932 | $6.1M |
| Daiichi Life Insurance Co., Ltd. | 0.17% | Reduce -11.9% | 39,573 | $6.1M |
| Kentucky Retirement Systems | 0.18% | Reduce -6.2% | 39,498 | $6.1M |
| Banque Cantonale Vaudoise | 0.25% | Add +36.9% | 39,318 | $6.0M |
| Spirit of America Management Corp. | 1.25% | Add +3.7% | 39,125 | $6.0M |
| Focus Partners Wealth | 0.01% | Add +0.2% | 39,105 | $6.0M |
| Hartford Investment Management Co. | 0.18% | Add +0.9% | 37,535 | $5.8M |
| Capital International Sarl | 0.11% | Add +4.6% | 36,932 | $5.7M |
| Investment Management Corp of Ontario | 0.08% | Add +109.2% | 36,845 | $5.7M |
| Horizon Investments, LLC | 0.09% | Add +316.9% | 36,767 | $5.6M |
| Sterling Capital Management LLC | 0.08% | Add +0.9% | 36,516 | $5.6M |
| KMG Fiduciary Partners, LLC | 0.41% | Reduce -0.7% | 35,892 | $5.5M |
| DoubleLine ETF Adviser LP | 1.77% | Add +49.8% | 35,846 | $5.5M |
| Vanderbilt University | 1.04% | Reduce -7.0% | 35,747 | $5.5M |
| Empowered Funds, LLC | 0.06% | Add +140.1% | 35,506 | $5.5M |
| Man Group plc | 0.01% | Add +61.5% | 34,897 | $5.4M |
| Gulf International Bank (UK) Ltd | 0.18% | Reduce -8.4% | 33,362 | $5.1M |
| Vise Technologies, Inc. | 0.21% | — | 33,166 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +14.5% | 33,069 | $5.1M |
| Svenska Handelsbanken AB (publ) | 4.78% | New | 32,992 | $5.1M |
| Beck Capital Management, LLC | 1.27% | Add +56.7% | 32,976 | $5.1M |
| Louisiana State Employees Retirement System | 0.09% | No change | 32,800 | $5.0M |
| Catalyst Funds Management Pty Ltd | 1.38% | Add +54.0% | 32,500 | $5.0M |
| Securian Asset Management, Inc. | 0.14% | Add +0.6% | 32,480 | $5.0M |
| Legacy CG, LLC | 1.49% | Add +1.0% | 32,440 | $5.0M |
| Maryland State Retirement & Pension System | 0.11% | Add +10.5% | 31,845 | $4.9M |
| Capital Fund Management S.A. | 0.05% | New | 31,686 | $4.9M |
| Blair William & Co. | 0.01% | Add +1.8% | 31,603 | $4.9M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.40% | No change | 31,600 | $4.9M |
| ING Groep NV | 0.03% | Add +14.3% | 31,542 | $4.8M |
| Cinctive Capital Management LP | 0.27% | Reduce -36.1% | 31,257 | $4.8M |
| Westwood Holdings Group Inc. | 0.04% | New | 31,248 | $4.8M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Add +2.0% | 30,857 | $4.7M |
| D L Carlson Investment Group Inc. | 0.86% | Reduce -6.3% | 30,685 | $4.7M |
| Ostrum Asset Management | 0.22% | Add +490.9% | 30,592 | $4.7M |
| Generali Asset Management SPA SGR | 0.10% | Reduce -22.9% | 29,938 | $4.6M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -1.4% | 29,260 | $4.5M |
| Pensionfund Sabic | 1.27% | Add +5.4% | 29,059 | $4.5M |
| Eisler Capital Management Ltd. | 0.15% | Reduce -50.9% | 28,702 | $4.4M |
| &partners | 0.03% | Add +25.4% | 28,670 | $4.4M |
| FJ Capital Management LLC | 0.46% | Add +32.9% | 28,454 | $4.4M |
| Crossmark Global Holdings, Inc. | 0.07% | Add +4.8% | 27,997 | $4.3M |
| Merit Financial Group, LLC | 0.05% | Add +10.2% | 27,861 | $4.3M |
| Vontobel Holding Ltd. | 0.01% | Add +12.8% | 27,756 | $4.3M |
| New Mexico Educational Retirement Board | 0.14% | No change | 27,648 | $4.3M |
| E. Ohman J:or Asset Management AB | 0.11% | Reduce -1.0% | 27,594 | $4.2M |
| GC Wealth Management RIA, LLC | 0.35% | Add +11.0% | 27,574 | $4.2M |
| Rainey & Randall Wealth Advisors Inc. | 0.78% | Add +0.1% | 27,565 | $4.2M |
| Beacon Financial Planning, Inc. | 2.34% | Reduce -2.2% | 27,275 | $4.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Reduce -4.3% | 27,067 | $4.2M |
| Fairfield Financial Advisors, LTD | 1.43% | Add +47.1% | 26,519 | $4.1M |
| Spinnaker Trust | 0.24% | Add +0.0% | 25,832 | $4.0M |
| Boston Family Office LLC | 0.26% | Reduce -0.3% | 25,753 | $4.0M |
| Westover Capital Advisors, LLC | 0.79% | Reduce -11.1% | 25,639 | $3.9M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -91.0% | 25,545 | $3.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 25,500 | $3.9M |
| MAI Capital Management | 0.03% | Reduce -0.2% | 25,399 | $3.9M |
| First Pacific Financial | 0.57% | Add +51428.6% | 25,249 | $3.9M |
| AG2R La Mondiale Gestion D'actifs | 0.20% | Add +6.2% | 25,159 | $3.9M |
| LBP Am SA | 0.05% | New | 24,971 | $3.8M |
| Atlantic Union Bankshares Corp | 0.09% | Add +204.4% | 24,835 | $3.8M |
| Brown Advisory Inc. | 0.01% | Reduce -30.0% | 24,705 | $3.8M |
| Machina Capital S.A.S. | 0.78% | Add +100.3% | 24,523 | $3.8M |
| Romano Brothers and Company | 0.47% | Reduce -1.9% | 24,512 | $3.8M |
| GAMCO Investors | 0.04% | No change | 24,166 | $3.7M |
| SummitTX Capital, L.P. | 0.16% | Add +1457.2% | 24,136 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +13.3% | 24,044 | $3.7M |
| Summit Place Financial Advisors, LLC | 1.86% | Reduce -0.7% | 24,040 | $3.7M |
| Perpetual Ltd | 0.04% | Add +2.0% | 24,035 | $3.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.40% | Reduce -0.4% | 23,650 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Add +5.6% | 23,118 | $3.6M |
| Summit Global Investments | 0.21% | Add +125.3% | 22,780 | $3.5M |
| Assenagon Asset Management S.A. | 0.01% | Add +8.0% | 22,754 | $3.5M |
| Portfolio Design Labs, LLC | 0.68% | Reduce -17.9% | 22,505 | $3.5M |
| Azzad Asset Management Inc. | 0.37% | Add +101.8% | 22,470 | $3.5M |
| Cwm, LLC | 0.01% | Add +48.0% | 22,464 | $3.5M |
| Tokio Marine Asset Management Co. Ltd. | 0.13% | Add +10.3% | 22,265 | $3.4M |
| Ascent Group, LLC | 0.13% | Reduce -15.8% | 22,041 | $3.4M |
| Patton Fund Management, Inc. | 0.74% | Reduce -45.0% | 21,846 | $3.4M |
| Trek Financial, LLC | 0.22% | Add +10.8% | 21,716 | $3.3M |
| Bleakley Financial Group, LLC | 0.08% | Add +14.1% | 21,513 | $3.3M |
| Argentarii, LLC | 1.49% | Reduce -1.8% | 21,102 | $3.2M |
| Transamerica Financial Advisors, LLC | 0.30% | New | 20,957 | $3.2M |
| Allworth Financial LP | 0.02% | Add +243.8% | 20,880 | $3.2M |
| Hamilton Capital Partners Inc. | 0.16% | Add +9.2% | 20,805 | $3.2M |
| Nicola Wealth Management LTD. | 0.30% | Add +5.8% | 20,642 | $3.2M |
| Ieq Capital, LLC | 0.02% | Reduce -20.6% | 20,350 | $3.1M |
| Asset Planning,Inc | 2.34% | Reduce -0.9% | 20,204 | $3.1M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 20,194 | $3.1M |
| Bleichroeder LP | 0.76% | New | 20,000 | $3.1M |
| Kintegral Advisory, LLC | 0.28% | Reduce -0.1% | 19,885 | $3.1M |
| Marvin & Palmer Associates Inc. | 2.62% | New | 19,841 | $3.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +2.3% | 19,820 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +1.0% | 19,725 | $3.0M |
| SG Americas Securities, LLC | 0.01% | Add +80.5% | 19,681 | $3.0M |
| Commerce Bank | 0.02% | Add +1.2% | 19,530 | $3.0M |
| Drake & Associates, LLC | 0.72% | Add +45.6% | 19,245 | $3.0M |
| Twin Capital Management Inc. | 0.31% | Add +77.8% | 19,185 | $2.9M |
| Forte Capital LLC | 0.32% | Add +0.4% | 19,170 | $2.9M |
| Harvest Fund Management Co., Ltd | 0.14% | Add +77.9% | 19,573 | $2.9M |
| V-Square Quantitative Management LLC | 0.39% | Reduce -3.2% | 18,976 | $2.9M |
| Siemens Fonds Invest GmbH | 0.17% | Add +9.4% | 18,944 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +3.5% | 18,698 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Add +6.8% | 18,611 | $2.9M |
| Impax Asset Management Group plc | 0.02% | Reduce -26.3% | 18,416 | $2.8M |
| Diversified Trust Co. | 0.06% | Reduce -37.5% | 17,929 | $2.8M |
| MASTERINVEST Kapitalanlage GmbH | 0.29% | — | 17,911 | $2.8M |
| Kornitzer Capital Management Inc. | 0.06% | Reduce -32.2% | 17,900 | $2.8M |
| Wahed Invest LLC | 0.42% | Add +11.3% | 17,811 | $2.7M |
| Raiffeisen Bank International AG | 0.04% | Reduce -42.2% | 17,833 | $2.7M |
| Meiji Yasuda Life Insurance Co | 0.08% | Reduce -14.4% | 17,353 | $2.7M |
| Tudor Investment Corporation | 0.02% | New | 17,206 | $2.6M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -0.4% | 17,178 | $2.6M |
| Walleye Capital LLC | 0.03% | Add +78.2% | 17,145 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +0.2% | 17,071 | $2.6M |
| Great Diamond Partners, LLC | 0.55% | Add +13.0% | 17,019 | $2.6M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +19.0% | 16,886 | $2.6M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.18% | Reduce -6.5% | 16,764 | $2.6M |
| Verde Capital Management | 0.63% | Add +2.6% | 16,495 | $2.5M |
| Liberty Capital Management, Inc. | 0.51% | Reduce -0.6% | 16,434 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.5% | 16,428 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +114.8% | 16,380 | $2.5M |
| Advisors Preferred, LLC | 0.41% | Reduce -24.5% | 16,586 | $2.5M |
| Andra AP-fonden | 0.04% | Reduce -86.7% | 16,345 | $2.5M |
| Chesley Taft & Associates LLC | 0.11% | New | 16,280 | $2.5M |
| Edgemoor Investment Advisors, Inc. | 0.21% | Reduce -1.9% | 16,070 | $2.5M |
| Stance Capital LLC | 0.92% | Add +36.5% | 15,992 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.10% | New | 15,897 | $2.4M |
| AMF Tjanstepension AB | 0.02% | Reduce -81.0% | 15,754 | $2.4M |
| Quadrant Capital Group LLC | 0.09% | Add +14.1% | 15,785 | $2.4M |
| Dark Forest Capital Management LP | 0.10% | New | 15,687 | $2.4M |
| AIA Group Ltd | 0.05% | Add +24.8% | 15,600 | $2.4M |
| Ossiam | 0.03% | Reduce -23.9% | 15,477 | $2.4M |
| Oddo BHF Asset Management Sas | 0.09% | Reduce -4.0% | 15,170 | $2.3M |
| Sumitomo Life Insurance Co. | 0.16% | Reduce -5.9% | 15,137 | $2.3M |
| Blue Capital, Inc. | 1.65% | — | 15,128 | $2.3M |
| Simon Quick Advisors, LLC | 0.12% | Add +442.0% | 15,090 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +40.1% | 15,085 | $2.3M |
| Red Cedar Investment Management, LLC | 0.29% | Add +5.1% | 14,985 | $2.3M |
| O'ROURKE & COMPANY, Inc | 1.07% | Reduce -1.2% | 14,937 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -27.9% | 14,927 | $2.3M |
| Nilsine Partners, LLC | 0.23% | Add +343.5% | 14,841 | $2.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -4.2% | 14,689 | $2.3M |
| Choreo, LLC | 0.03% | Reduce -8.4% | 14,589 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +43.1% | 14,574 | $2.2M |
| Praxis Investment Management Inc. | 0.14% | Reduce -14.7% | 14,420 | $2.2M |
| Denali Advisors LLC | 0.23% | Reduce -1.2% | 14,396 | $2.2M |
| Old Second National Bank of Aurora | 0.48% | Reduce -1.1% | 14,370 | $2.2M |
| Greenland Capital Management LP | 0.30% | Reduce -22.6% | 14,290 | $2.2M |
| Sound View Wealth Advisors Group, LLC | 0.16% | Add +290.2% | 14,218 | $2.2M |
| Bard Associates Inc. | 0.70% | Reduce -0.6% | 14,194 | $2.2M |
| YHB Investment Advisors, Inc. | 0.17% | Add +581.0% | 14,158 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.0% | 13,894 | $2.1M |
| Meeder Advisory Services, Inc. | 0.11% | Add +2.1% | 13,816 | $2.1M |
| Mufg Securities Americas Inc. | 0.18% | Add +27.7% | 13,768 | $2.1M |
| Advance Capital Management, Inc. | 0.10% | Add +0.1% | 13,678 | $2.1M |
| NTV Asset Management LLC | 0.25% | Reduce -6.2% | 13,524 | $2.1M |
| American Financial Advisors, LLC | 0.28% | Reduce -0.5% | 13,203 | $2.0M |
| Canada Post Corp Registered Pension Plan | 0.12% | New | 13,120 | $2.0M |
| Landscape Capital Management, L.L.C. | 0.16% | New | 13,061 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Add +14.8% | 13,058 | $2.0M |
| Wesbanco Bank Inc. | 0.06% | Add +3.0% | 13,053 | $2.0M |
| RDA Financial Network | 0.54% | Reduce -5.7% | 13,040 | $2.0M |
| Centaurus Financial, Inc. | 0.12% | Reduce -22.8% | 12,892 | $2.0M |
| HB Wealth Management, LLC | 0.02% | Add +2.1% | 12,547 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +27.0% | 12,435 | $1.9M |
| GAMMA Investing LLC | 0.12% | Add +8.8% | 12,340 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -24.6% | 12,296 | $1.9M |
| Wambolt & Associates, LLC | 0.62% | Reduce -8.5% | 12,156 | $1.8M |
| Freestone Grove Partners LP | 0.01% | New | 11,905 | $1.8M |
| HighPoint Advisor Group LLC | 0.10% | Add +25.6% | 11,904 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +5.0% | 11,874 | $1.8M |
| Coldstream Capital Management Inc. | 0.03% | Add +4.2% | 11,705 | $1.8M |
| Western Financial Corp | 0.96% | New | 11,674 | $1.8M |
| Independent Advisor Alliance | 0.05% | Reduce -10.1% | 11,655 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.9% | 11,501 | $1.8M |
| Garrison Bradford & Associates Inc. | 1.96% | Reduce -3.6% | 11,496 | $1.8M |
| GF Fund Management Co. LTD. | 0.04% | Reduce -3.0% | 11,437 | $1.8M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -4.7% | 11,425 | $1.8M |
| Signaturefd, LLC | 0.03% | Add +5.6% | 11,368 | $1.7M |
| Callan Family Office, LLC | 0.05% | Add +247.8% | 11,130 | $1.7M |
| Mount Lucas Management LP | 0.81% | Reduce -13.4% | 11,014 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +7.3% | 10,871 | $1.7M |
| Checchi Capital Advisers, LLC | 0.12% | Reduce -2.4% | 10,742 | $1.7M |
| Welch Group, LLC | 0.07% | Add +0.0% | 10,703 | $1.6M |
| Arbor Capital Management Inc. | 1.41% | Reduce -13.4% | 10,074 | $1.6M |
| Paradigm Asset Management Co. LLC | 0.40% | Reduce -2.8% | 10,538 | $1.6M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.14% | Add +10.3% | 10,346 | $1.6M |
| Abn Amro Investment Solutions | 0.03% | Reduce -8.6% | 10,327 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +5.9% | 10,299 | $1.6M |
| Principal Securities, Inc. | 0.03% | Add +108.0% | 10,264 | $1.6M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -0.2% | 10,216 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Reduce -21.5% | 10,196 | $1.6M |
| Glenmede Investment Management, LP | 0.01% | — | 10,024 | $1.5M |
| Coastal Bridge Advisors, LLC | 0.13% | New | 10,010 | $1.5M |
| Dorsey Wright & Associates | 0.37% | Reduce -4.3% | 10,006 | $1.5M |
| Westerkirk Capital Inc. | 0.19% | — | 10,000 | $1.5M |
| American Assets Investment Management, LLC | 0.12% | No change | 10,000 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.7% | 9,985 | $1.5M |
| Twinbeech Capital LP | 0.03% | Reduce -92.2% | 9,983 | $1.5M |
| Union Bancaire Privee, UBP SA | 0.02% | New | 12,540 | $1.5M |
| Williamson Legacy Group, LLC | 1.28% | Add +15.2% | 9,885 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +2.8% | 9,777 | $1.5M |
| Ballentine Partners, LLC | 0.02% | Add +9.1% | 9,739 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -5.1% | 9,721 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.10% | Reduce -5.0% | 9,719 | $1.5M |
| Exchange Traded Concepts, LLC | 0.02% | Add +92.9% | 9,709 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +5.0% | 9,702 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +7.8% | 9,691 | $1.5M |
| Hartford Funds Management Co LLC | 0.13% | Add +93.3% | 9,686 | $1.5M |
| Agate Pass Investment Management, LLC | 0.61% | No change | 9,685 | $1.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.48% | Reduce -5.8% | 9,529 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -5.9% | 9,504 | $1.5M |
| Midwest Trust Co | 0.02% | — | 9,451 | $1.5M |
| Virtus Investment Advisers, LLC | 0.49% | Reduce -9.0% | 9,429 | $1.4M |
| Waterloo Capital, L.P. | 0.12% | Add +18.0% | 9,421 | $1.4M |
| Harvest Investment Services, LLC | 0.32% | Add +146.7% | 9,417 | $1.4M |
| Jeppson Wealth Management, LLC | 0.50% | Reduce -1.7% | 9,363 | $1.4M |
| American Assets Capital Advisers, LLC | 1.44% | No change | 9,346 | $1.4M |
| Florida Trust Wealth Management Co | 0.04% | Add +2.5% | 9,342 | $1.4M |
| RFG - Bristol Wealth Advisors, LLC | 0.44% | Reduce -2.9% | 9,256 | $1.4M |
| HBK Investments L P | 0.03% | New | 9,244 | $1.4M |
| Cullinan Associates Inc. | 0.09% | Add +8.9% | 9,215 | $1.4M |
| DRW Securities, LLC | 0.10% | Add +29.7% | 9,153 | $1.4M |
| Garland Capital Management Inc. | 4.39% | Reduce -74.6% | 9,005 | $1.4M |
| Trueblood Wealth Management, LLC | 0.58% | Reduce -0.8% | 8,977 | $1.4M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -7.0% | 8,813 | $1.4M |
| Quantessence Capital LLC | 0.40% | Reduce -24.5% | 8,755 | $1.3M |
| AlphaQuest LLC | 0.13% | Add +47.6% | 8,711 | $1.3M |
| Wedmont Private Capital | 0.06% | Add +3.9% | 8,706 | $1.3M |
| Phoenix Financial Ltd. | 0.02% | New | 8,547 | $1.3M |
| Bokf, NA | 0.02% | Add +283.9% | 8,408 | $1.3M |
| Schnieders Capital Management LLC | 0.23% | No change | 8,404 | $1.3M |
| Prestige Wealth Management Group LLC | 0.26% | Add +1.0% | 8,376 | $1.3M |
| PFG Investments, LLC | 0.07% | Reduce -4.7% | 8,307 | $1.3M |
| Profund Advisors LLC | 0.05% | Add +1.6% | 8,298 | $1.3M |
| Hantz Financial Services, Inc. | 0.02% | Add +2738.4% | 8,288 | $1.3M |
| Allianz SE | 0.03% | Reduce -35.0% | 8,250 | $1.3M |
| Pension & Wealth Management Advisors, Inc. | 0.42% | Add +0.4% | 8,207 | $1.3M |
| Marex Group Ltd | 0.02% | Add +219.8% | 8,200 | $1.3M |
| Bessemer Group Inc. | 0.00% | Add +6.0% | 8,188 | $1.3M |
| Capital Square, LLC | 0.67% | Add +7.4% | 8,102 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | — | 8,139 | $1.3M |
| GTS Securities LLC | 0.05% | Add +377.9% | 7,971 | $1.2M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -40.0% | 7,964 | $1.2M |
| Ancora Advisors LLC | 0.03% | Add +0.5% | 7,940 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.8% | 7,864 | $1.2M |
| Carnegie Investment Counsel | 0.02% | No change | 7,808 | $1.2M |
| Ofi Invest Asset Management | 0.03% | Add +0.9% | 9,146 | $1.2M |
| Sax Wealth Advisors, LLC | 0.07% | Add +0.4% | 7,748 | $1.2M |
| Mgo One Seven LLC | 0.04% | Add +3.0% | 7,732 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +7.6% | 7,724 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +10.3% | 7,683 | $1.2M |
| Highview Capital Management LLC | 0.46% | Add +0.7% | 7,679 | $1.2M |
| Fig Financial Advisory Services Inc. | 0.79% | Add +7.4% | 7,647 | $1.2M |
| Emergent Wealth Advisors, LLC | 0.74% | Add +11.2% | 7,426 | $1.2M |
| Stiles Financial Services Inc | 0.40% | Add +0.7% | 7,535 | $1.2M |
| Everhart Financial Group, Inc. | 0.13% | Add +13.4% | 7,339 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +29.9% | 7,303 | $1.1M |
| Community Bank & Trust, Waco, Texas | 0.25% | No change | 7,289 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +37.0% | 7,137 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Add +0.7% | 7,074 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +8.2% | 7,044 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | Add +0.6% | 7,035 | $1.1M |
| Morey & Quinn Wealth Partners, LLC | 0.86% | Reduce -10.0% | 7,019 | $1.1M |
| Purkiss Capital Advisors LLC | 0.59% | Add +135.9% | 6,960 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Add +26.2% | 6,934 | $1.1M |
| NorthRock Partners, LLC | 0.03% | Add +20.2% | 6,919 | $1.1M |
| 180 Wealth Advisors, LLC | 0.15% | Add +17.7% | 6,919 | $1.1M |
| Wealth Architects, LLC | 0.11% | Add +0.1% | 6,907 | $1.1M |
| XTX Topco Ltd | 0.04% | Reduce -79.6% | 6,886 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +11.3% | 6,867 | $1.1M |
| Penserra Capital Management LLC | 0.01% | Reduce -46.4% | 6,824 | $1.0M |
| Wolverine Asset Management LLC | 0.08% | New | 6,767 | $1.0M |
| Modern Wealth Management, LLC | 0.03% | Reduce -81.8% | 6,755 | $1.0M |
| Ellevest, Inc. | 0.16% | Add +6.6% | 6,716 | $1.0M |
| Axxcess Wealth Management, LLC | 0.02% | Add +2.3% | 6,713 | $1.0M |
| Huntington National Bank | 0.01% | Add +4.4% | 6,631 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.3% | 6,573 | $1.0M |
| Bailard, Inc. | 0.02% | Reduce -3.2% | 6,516 | $1.0M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 1.47% | New | 6,500 | $999K |
| Summit Trail Advisors, LLC | 0.02% | Reduce -4.5% | 6,451 | $992K |
| Dodds Wealth, LLC | 0.26% | No change | 6,422 | $987K |
| Cigna Investments Inc. | 0.17% | Add +3.0% | 6,421 | $987K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.04% | No change | 6,413 | $985K |
| Compound Planning, Inc. | 0.04% | Add +0.6% | 6,395 | $983K |
| RiverFront Investment Group, LLC | 0.02% | Add +0.0% | 6,346 | $976K |
| Richwood Investment Advisors, LLC | 0.79% | Reduce -4.6% | 6,270 | $964K |
| Fox Run Management, L.L.C. | 0.16% | New | 6,248 | $961K |
| Gsa Capital Partners LLP | 0.07% | Add +296.9% | 6,228 | $957K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +20.5% | 6,202 | $953K |
| Values First Advisors, Inc. | 0.52% | Reduce -1.4% | 6,167 | $948K |
| Allstate Corp. | 0.07% | Reduce -83.0% | 6,167 | $948K |
| Pacific Sun Financial Corp | 0.49% | No change | 6,138 | $944K |
| Busey Bank | 0.03% | Reduce -12.1% | 6,122 | $941K |
| Apella Capital, LLC | 0.03% | Add +202.2% | 6,093 | $940K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.1% | 6,105 | $939K |
| Dudley Capital Management, LLC | 0.46% | No change | 6,025 | $926K |
| Parallel Advisors, LLC | 0.02% | Add +10.7% | 6,021 | $926K |
| DAVENPORT & Co LLC | 0.01% | Add +24.8% | 5,957 | $916K |
| Stableford Capital II LLC | 0.34% | Reduce -1.5% | 5,640 | $911K |
| Ibex Wealth Advisors | 0.10% | New | 5,905 | $908K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -61.1% | 5,864 | $901K |
| USA Financial Formulas | 0.15% | Reduce -14.4% | 5,863 | $901K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +1.4% | 5,846 | $899K |
| Summit Financial, LLC | 0.02% | Add +23.0% | 5,811 | $893K |
| Ingalls & Snyder LLC | 0.03% | Reduce -1.2% | 5,790 | $890K |
| Commerzbank Aktiengesellschaft | 0.02% | Add +1.4% | 5,789 | $890K |
| Texas Yale Capital Corp. | 0.03% | Add +1.0% | 5,789 | $890K |
| Apollon Wealth Management, LLC | 0.02% | Add +3.8% | 5,775 | $888K |
| Alteri Wealth LLC | 0.34% | Reduce -16.6% | 5,772 | $887K |
| Finward Bancorp | 0.69% | Reduce -4.3% | 5,718 | $879K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -13.8% | 5,710 | $878K |
| Burke & Herbert Bank & Trust Co. | 0.20% | No change | 5,680 | $873K |
| Trustmark Bank Trust Department | 0.06% | Add +7.9% | 5,661 | $870K |
| Contravisory Investment Management, Inc. | 0.17% | Add +138.0% | 5,605 | $862K |
| Monetary Management Group Inc. | 0.21% | No change | 5,600 | $861K |
| Good Life Advisors, LLC | 0.05% | Reduce -3.3% | 5,554 | $854K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.4% | 5,523 | $849K |
| Lumbard & Kellner, LLC | 0.37% | No change | 5,496 | $845K |
| Centiva Capital, LP | 0.06% | Reduce -15.3% | 5,470 | $841K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -22.5% | 5,394 | $829K |
| Fulcrum Capital LLC | 0.17% | Reduce -9.7% | 5,382 | $827K |
| Qtron Investments LLC | 0.11% | No change | 5,376 | $826K |
| Brighton Jones LLC | 0.02% | Add +27.0% | 5,365 | $825K |
| Integrity Alliance, Llc. | 0.04% | Reduce -0.2% | 5,305 | $816K |
| Dogwood Wealth Management LLC | 0.40% | Reduce -1.7% | 5,364 | $814K |
| Continuum Advisory, LLC | 0.10% | Add +141.2% | 5,288 | $813K |
| Retirement Planning Co of New England, Inc. | 0.36% | Add +0.3% | 5,272 | $811K |
| Madden Advisory Services, Inc. | 0.34% | Reduce -6.5% | 5,261 | $809K |
| Quantum Portfolio Management LLC | 0.38% | Reduce -47.5% | 5,234 | $805K |
| Jackson Creek Investment Advisors LLC | 0.22% | Reduce -17.3% | 5,225 | $803K |
| Saturna Capital Corp. | 0.01% | New | 5,195 | $799K |
| M&G PLC | 0.00% | Add +106.9% | 5,181 | $798K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +3.8% | 5,169 | $795K |
| Convergence Investment Partners, LLC | 0.20% | New | 5,154 | $792K |
| Sara-Bay Financial | 0.28% | Reduce -3.4% | 5,146 | $791K |
| Fidelis Capital Partners, LLC | 0.07% | Add +2.5% | 4,636 | $783K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -12.7% | 5,071 | $771K |
| Morangie Management LLC | 0.67% | New | 5,017 | $771K |
| ARS Wealth Advisors Group, LLC | 0.09% | Add +0.1% | 4,994 | $768K |
| Tuttle Capital Management, LLC | 3.16% | Add +15.0% | 4,969 | $764K |
| Perigon Wealth Management, LLC | 0.02% | Add +23.6% | 4,925 | $757K |
| Integrated Advisors Network LLC | 0.03% | Add +1.4% | 4,909 | $755K |
| AlphaCore Capital LLC | 0.03% | Add +0.8% | 4,901 | $753K |
| Investment Advisory Group, LLC | 0.23% | Add +0.0% | 4,890 | $752K |
| ProVise Management Group, LLC | 0.06% | Reduce -11.7% | 4,881 | $750K |
| LongView Wealth Management | 0.23% | Add +0.2% | 4,879 | $750K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +209.2% | 4,866 | $748K |
| Syon Capital LLC | 0.05% | Add +9.8% | 4,831 | $743K |
| Prudent Man Advisors, LLC | 0.24% | Add +1.2% | 4,830 | $743K |
| Cresset Asset Management, LLC | 0.00% | Add +13.3% | 4,822 | $741K |
| BSW Wealth Partners | 0.10% | Add +2.5% | 4,777 | $734K |
| Legacy Wealth Asset Management, LLC | 0.19% | Reduce -1.7% | 4,773 | $734K |
| Associated Banc-Corp | 0.02% | No change | 4,703 | $723K |
| Lederer & Associates Investment Counsel | 0.48% | New | 4,696 | $722K |
| LRI Investments, LLC | 0.06% | Reduce -0.6% | 4,664 | $717K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +27.0% | 4,660 | $716K |
| Manske Wealth Management | 0.23% | Reduce -1.9% | 4,551 | $700K |
| Premier Path Wealth Partners, LLC | 0.10% | Add +2.4% | 4,535 | $697K |
| Fluent Financial, LLC | 0.29% | New | 4,510 | $693K |
| First American Trust, FSB | 0.06% | Add +2.8% | 4,496 | $691K |
| Sage Mountain Advisors LLC | 0.04% | Add +1.3% | 4,493 | $691K |
| Global Retirement Partners, LLC | 0.02% | — | 4,479 | $688K |
| St Germain D J Co. Inc. | 0.03% | Add +86.7% | 4,466 | $687K |
| IHT Wealth Management, LLC | 0.02% | Reduce -15.0% | 4,436 | $682K |
| Tower Bridge Advisors | 0.07% | Reduce -8.8% | 4,425 | $680K |
| Whittier Trust Co. | 0.01% | Add +5.7% | 4,407 | $677K |
| Valeo Financial Advisors, LLC | 0.02% | Add +19.8% | 4,405 | $677K |
| Proficio Capital Partners LLC | 0.04% | Add +1.6% | 4,399 | $676K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 4,397 | $676K |
| Plato Investment Management Ltd | 0.05% | Add +0.1% | 4,392 | $673K |
| Clearstead Advisors, LLC | 0.01% | Reduce -4.0% | 4,313 | $663K |
| PDS Planning, Inc | 0.05% | Add +15.4% | 4,267 | $656K |
| Panoramic Investment Advisors, LLC | 0.40% | Reduce -6.6% | 4,252 | $654K |
| Brooklyn Investment Group | 0.09% | Add +55.6% | 5,883 | $648K |
| Marshall Financial Group, LLC | 0.13% | Reduce -19.3% | 4,190 | $646K |
| Comprehensive Money Management Services LLC | 0.49% | Reduce -1.1% | 4,171 | $641K |
| Wealthspire Advisors, LLC | 0.00% | Add +12.2% | 4,127 | $634K |
| Howard Capital Management, LLC | 0.01% | Add +37.9% | 4,114 | $632K |
| Baldwin Investment Management, LLC | 0.08% | No change | 4,076 | $627K |
| Sherbrooke Park Advisers LLC | 0.27% | Add +96.7% | 4,049 | $622K |
| Graham Capital Management, L.P. | 0.02% | New | 4,041 | $621K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -53.0% | 4,017 | $618K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.4% | 4,006 | $616K |
| Harbour Investments, Inc. | 0.02% | Add +0.7% | 3,977 | $611K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | No change | 3,962 | $609K |
| Belpointe Asset Management LLC | 0.03% | New | 3,922 | $603K |
| Fortis Capital Advisors, LLC | 0.11% | New | 3,913 | $602K |
| Southland Equity Partners LLC | 0.13% | Reduce -8.5% | 3,911 | $601K |
| Glenview Trust Co | 0.01% | Reduce -1.5% | 3,889 | $598K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +0.2% | 3,861 | $594K |
| ICONIQ Capital, LLC | 0.01% | Add +39.2% | 3,860 | $593K |
| Savvy Advisors, Inc. | 0.04% | Add +22.9% | 3,846 | $591K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.4% | 3,841 | $591K |
| Equitable Holdings, Inc. | 0.00% | Add +9.2% | 3,828 | $588K |
| Evergreen Capital Management LLC | 0.02% | Add +6.2% | 3,823 | $588K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.8% | 3,788 | $582K |
| HF Advisory Group, LLC | 0.23% | Reduce -14.3% | 3,715 | $571K |
| Caldwell Sutter Capital, Inc. | 0.26% | No change | 3,711 | $570K |
| Graypoint LLC | 0.03% | Add +5.0% | 3,710 | $570K |
| River Street Advisors LLC | 0.24% | Add +5.4% | 3,694 | $568K |
| IFP Advisors, Inc | 0.02% | Add +45.7% | 3,561 | $561K |
| Nebula Research & Development LLC | 0.05% | Reduce -73.9% | 3,625 | $557K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.7% | 3,625 | $557K |
| Moors & Cabot, Inc. | 0.03% | Reduce -1.9% | 3,609 | $555K |
| Balboa Wealth Partners | 0.11% | Add +15.7% | 3,594 | $552K |
| AA Financial Advisors, LLC | 0.12% | No change | 3,582 | $551K |
| LCNB Corp. | 0.19% | Reduce -1.1% | 3,566 | $548K |
| Peak Planning Group, LLC | 0.35% | Add +0.3% | 3,552 | $546K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.03% | No change | 3,522 | $541K |
| Great Lakes Advisors, LLC | 0.00% | Add +13.8% | 3,507 | $539K |
| Capital Insight Partners, LLC | 0.09% | New | 3,500 | $538K |
| Stonebridge Financial Group, LLC | 0.05% | Add +0.3% | 3,469 | $533K |
| Lake Street Private Wealth, LLC | 0.08% | Add +3.6% | 3,459 | $532K |
| Strategy Asset Managers LLC | 0.10% | Reduce -4.0% | 3,447 | $530K |
| West Family Investments, Inc. | 0.14% | Add +46.3% | 3,443 | $529K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.9% | 3,389 | $521K |
| SMART Wealth LLC | 0.16% | Add +26.3% | 3,388 | $521K |
| Moran Wealth Management, LLC | 0.02% | Add +37.2% | 3,367 | $518K |
| Ashton Thomas Securities, LLC | 0.12% | New | 3,357 | $516K |
| Cambria Investment Management, L.P. | 0.03% | Add +14.2% | 3,345 | $514K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -1.2% | 3,334 | $513K |
| Prairie Sky Financial Group LLC | 0.28% | No change | 3,332 | $512K |
| Conning Inc. | 0.02% | Reduce -2.8% | 3,331 | $512K |
| Obermeyer Wealth Partners | 0.03% | Add +6.3% | 3,325 | $511K |
| Pinnacle Wealth Management Group, Inc. | 0.29% | No change | 3,318 | $510K |
| CX Institutional | 0.02% | Reduce -1.1% | 3,296 | $507K |
| Sfmg, LLC | 0.04% | Reduce -1.6% | 3,289 | $506K |
| HBK Sorce Advisory LLC | 0.01% | Add +4.9% | 3,279 | $504K |
| Shelton Capital Management | 0.01% | No change | 3,278 | $504K |
| Hutchens & Kramer Investment Management Group, LLC | 0.23% | Reduce -2.9% | 3,324 | $504K |
| Monument Capital Management | 0.13% | Reduce -5.3% | 3,266 | $502K |
| Point Windward Advisors Inc. | 0.23% | No change | 3,250 | $500K |
| Hendershot Investments Inc. | 0.07% | Reduce -20.3% | 3,246 | $499K |
| Jackson Wealth Management, LLC | 0.05% | New | 3,185 | $490K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +42.0% | 3,172 | $488K |
| Keel Point, LLC | 0.03% | Add +7.1% | 3,149 | $484K |
| Strategic Investment Advisors / MI | 0.05% | Add +9.8% | 3,111 | $478K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +24.0% | 3,100 | $477K |
| Personal Cfo Solutions, LLC | 0.09% | Add +4.6% | 3,096 | $476K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +0.2% | 3,093 | $475K |
| Blue Trust, Inc. | 0.01% | Add +75.5% | 3,083 | $474K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +3.3% | 3,074 | $473K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.4% | 3,069 | $472K |
| Net Worth Advisory Group | 0.10% | Add +6.0% | 3,069 | $472K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.5% | 3,108 | $471K |
| AE Wealth Management LLC | 0.00% | Add +44.6% | 3,013 | $463K |
| Valmark Advisers, Inc. | 0.01% | Add +29.8% | 3,007 | $462K |
| Dividend Assets Capital, LLC | 0.08% | No change | 3,000 | $461K |
| Harbor Investment Advisory, LLC | 0.04% | Add +7.8% | 2,983 | $459K |
| GWN Securities Inc. | 0.08% | New | 2,956 | $456K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.13% | Add +13.0% | 2,960 | $455K |
| L2 Asset Management, LLC | 0.07% | Add +10.6% | 2,933 | $451K |
| TD Private Client Wealth LLC | 0.01% | Add +51.4% | 2,924 | $450K |
| Keystone Financial Group | 0.04% | Reduce -0.1% | 2,910 | $447K |
| Valued Retirements, Inc. | 0.50% | Add +60.6% | 2,904 | $446K |
| Fiera Capital Corp | 0.00% | New | 2,902 | $446K |
| Regions Financial Corp. | 0.00% | Reduce -2.5% | 2,900 | $446K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +5.2% | 2,890 | $444K |
| LYNX Capital Group Ltd. | 0.21% | No change | 2,878 | $442K |
| Heartland Bank & Trust Co | 0.21% | New | 2,861 | $440K |
| Hilltop Holdings Inc. | 0.03% | Add +75.8% | 2,851 | $438K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +18.1% | 2,842 | $437K |
| Alta Advisers Ltd | 0.15% | No change | 2,833 | $436K |
| Mutual Advisors, LLC | 0.01% | Reduce -23.4% | 2,684 | $434K |
| Farringdon Capital, Ltd. | 0.15% | Reduce -27.0% | 2,813 | $432K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -89.2% | 2,808 | $432K |
| Whipplewood Advisors, LLC | 0.24% | Add +1.3% | 2,800 | $430K |
| Wakefield Asset Management LLLP | 0.12% | New | 2,757 | $424K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -29.3% | 2,753 | $423K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 2,731 | $420K |
| Florida Financial Advisors, LLC | 0.10% | Add +22.4% | 2,721 | $418K |
| Visionary Wealth Advisors | 0.02% | No change | 2,710 | $417K |
| Avestar Capital, LLC | 0.03% | Reduce -7.2% | 2,694 | $414K |
| Capital Analysts, LLC | 0.01% | Reduce -1.9% | 2,694 | $414K |
| Souders Financial Advisors | 0.05% | Add +27.5% | 2,673 | $411K |
| Essex Financial Services, Inc. | 0.03% | Add +2.0% | 2,670 | $411K |
| Bowman & Co S.C. | 0.18% | No change | 2,665 | $410K |
| Covenant Asset Management, LLC | 0.08% | No change | 2,659 | $409K |
| Hartline Investment Corp./ | 0.05% | No change | 2,652 | $408K |
| Rehmann Capital Advisory Group | 0.02% | Add +5.8% | 2,643 | $406K |
| Whalerock Point Partners, LLC | 0.09% | No change | 2,638 | $406K |
| Fiduciary Trust Co | 0.01% | Add +4.6% | 2,631 | $404K |
| Evoke Wealth, LLC | 0.01% | Add +23.7% | 2,629 | $404K |
| Safeguard Investment Advisory Group, LLC | 0.10% | Add +0.5% | 2,624 | $403K |
| Pitcairn Co. | 0.03% | Reduce -2.0% | 2,616 | $402K |
| Carmel Capital Partners, LLC | 0.14% | Reduce -41.5% | 2,612 | $402K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +24.9% | 2,612 | $402K |
| Quotient Wealth Partners, LLC | 0.01% | Add +11.2% | 2,593 | $399K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -13.1% | 2,582 | $397K |
| World Equity Group, Inc. | 0.11% | Add +18.1% | 2,578 | $396K |
| Jacobi Capital Management LLC | 0.03% | Reduce -16.7% | 2,576 | $396K |
| LGT Fund Management Co Ltd. | 0.03% | Reduce -75.5% | 2,568 | $395K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 2,567 | $395K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -54.4% | 2,536 | $390K |
| Alps Advisors Inc. | 0.00% | Reduce -33.3% | 2,535 | $390K |
| 44 Wealth Management LLC | 0.14% | Add +4.3% | 2,527 | $388K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +21.7% | 2,524 | $388K |
| Rothschild Capital Partners, LLC | 0.10% | No change | 2,524 | $388K |
| Gold Investment Management Ltd. | 0.15% | Reduce -41.8% | 2,515 | $386K |
| Corient IA LP | 0.23% | No change | 2,500 | $384K |
| Prosperity Consulting Group, LLC | 0.03% | New | 2,494 | $383K |
| Cetera Trust Company, N.A | 0.23% | Reduce -12.6% | 2,490 | $383K |
| Hudock, Inc. | 0.06% | Add +0.2% | 2,488 | $383K |
| Childress Capital Advisors, LLC | 0.10% | Add +16.7% | 2,486 | $382K |
| IFG Advisory, LLC | 0.02% | Add +0.2% | 2,482 | $382K |
| Retirement Planning Group, LLC / NY | 0.33% | No change | 2,476 | $381K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.0% | 2,460 | $378K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 2,455 | $377K |
| bLong Financial, LLC | 0.29% | No change | 2,450 | $377K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,411 | $371K |
| Advisory Services Network, LLC | 0.01% | Reduce -13.5% | 2,243 | $370K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.1% | 2,408 | $370K |
| Mather Group, Llc. | 0.00% | Add +2.2% | 2,347 | $361K |
| Cambiar Investors LLC | 0.02% | Reduce -1.4% | 2,341 | $360K |
| Planned Solutions, Inc. | 0.14% | No change | 2,307 | $355K |
| MTM Investment Management, LLC | 0.12% | No change | 2,300 | $354K |
| Atom Investors LP | 0.03% | Reduce -0.8% | 2,294 | $353K |
| AGH Wealth Advisors, LLC | 0.29% | Add +0.4% | 2,259 | $347K |
| Clarius Group, LLC | 0.02% | Reduce -11.9% | 2,228 | $343K |
| Parsonex Advisory Services, Inc. | 0.28% | — | 2,221 | $341K |
| Ascentis Independent Advisors | 0.06% | Add +17.6% | 2,211 | $340K |
| Blue Fin Capital, Inc. | 0.06% | No change | 2,210 | $340K |
| World Investment Advisors | 0.01% | Reduce -8.5% | 2,195 | $337K |
| Pflug Koory, LLC | 0.17% | No change | 2,190 | $337K |
| Painted Porch Advisors LLC | 0.14% | Reduce -14.0% | 2,189 | $337K |
| Shelton Wealth Management, LLC | 0.17% | Add +0.5% | 2,183 | $336K |
| Park Square Financial Group, LLC | 0.24% | Add +7.4% | 2,173 | $334K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.0% | 2,167 | $333K |
| PEAK6 LLC | 0.01% | Reduce -94.5% | 2,147 | $330K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.2% | 2,147 | $330K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | No change | 2,137 | $329K |
| Wolverine Trading, LLC | 0.01% | Reduce -89.5% | 2,148 | $327K |
| Lazard Asset Management LLC | 0.00% | Reduce -69.1% | 2,125 | $326K |
| Aureus Asset Management, LLC | 0.02% | No change | 2,116 | $325K |
| Family Wealth Partners, LLC | 0.13% | New | 2,104 | $323K |
| Jackson Square Capital, LLC | 0.07% | New | 2,104 | $323K |
| GM Advisory Group, LLC | 0.02% | No change | 2,100 | $323K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -1.6% | 2,099 | $323K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -1.6% | 2,082 | $320K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 2,071 | $318K |
| SVB Wealth LLC | 0.02% | Reduce -40.9% | 2,067 | $318K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | Add +13.8% | 2,039 | $313K |
| Register Financial Advisors LLC | 0.14% | Reduce -9.6% | 2,034 | $313K |
| Scientech Research LLC | 0.08% | Reduce -42.6% | 2,013 | $309K |
| C2C Wealth Management, LLC | 0.28% | No change | 2,000 | $307K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 2,000 | $307K |
| Evanson Asset Management, LLC | 0.02% | Add +0.4% | 1,996 | $307K |
| Wealth Alliance, LLC | 0.03% | Reduce -2.8% | 1,994 | $306K |
| Catalyst Financial Partners LLC | 0.03% | Add +7.4% | 1,991 | $306K |
| Resonant Capital Advisors, LLC | 0.02% | New | 1,985 | $305K |
| Bridge Creek Capital Management LLC | 0.09% | No change | 1,953 | $300K |
| Northcape Wealth Management, LLC | 0.09% | Reduce -6.3% | 1,946 | $299K |
| Commons Capital, LLC | 0.23% | Add +0.1% | 1,942 | $299K |
| Prosperity Financial Group, Inc. | 0.13% | Add +0.1% | 1,925 | $296K |
| First Affirmative Financial Network | 0.15% | Add +1.5% | 1,915 | $294K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | Add +5.5% | 1,913 | $294K |
| Sivia Capital Partners, LLC | 0.10% | Add +7.1% | 1,910 | $294K |
| CWA Asset Management Group, LLC | 0.01% | Add +19.2% | 1,898 | $292K |
| QTR Family Wealth, LLC | 0.18% | Add +11.3% | 1,897 | $292K |
| Foster Group, Inc. | 0.01% | Add +5.0% | 1,894 | $291K |
| One Degree Advisors Inc | 0.10% | No change | 1,896 | $291K |
| Mystic Asset Management, Inc. | 0.07% | Add +6.6% | 1,881 | $289K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -90.1% | 1,881 | $289K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Add +5.5% | 1,878 | $289K |
| Composition Wealth, LLC | 0.00% | New | 1,870 | $287K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +6.1% | 1,866 | $287K |
| Parkside Financial Bank & Trust | 0.03% | Add +18.2% | 1,865 | $287K |
| Western Wealth Management, LLC | 0.02% | Add +8.9% | 1,839 | $283K |
| MUFG Securities EMEA plc | 0.01% | New | 1,836 | $282K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -4.8% | 1,835 | $282K |
| PUREfi Wealth, LLC | 0.22% | New | 1,817 | $279K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.6% | 1,814 | $279K |
| Cromwell Holdings LLC | 0.17% | No change | 1,781 | $274K |
| Fortitude Advisory Group L.L.C. | 0.16% | Reduce -1.4% | 1,769 | $272K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.3% | 1,760 | $271K |
| Motco | 0.03% | Reduce -17.9% | 1,639 | $271K |
| Fourth Dimension Wealth, LLC | 0.11% | Add +1483.8% | 1,758 | $270K |
| Fortis Group Advisors, LLC | 0.05% | Add +3.9% | 1,632 | $269K |
| Modera Wealth Management, LLC | 0.00% | Reduce -18.8% | 1,747 | $268K |
| Arax Advisory Partners | 0.01% | Add +18.5% | 1,746 | $268K |
| Carr Financial Group Corp | 0.08% | Reduce -12.0% | 1,742 | $268K |
| Accurate Wealth Management, LLC | 0.04% | Add +0.2% | 1,750 | $267K |
| Cercano Management LLC | 0.01% | No change | 1,736 | $267K |
| Crawford Investment Counsel Inc. | 0.00% | New | 1,731 | $266K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,717 | $264K |
| Focus Financial Network, Inc. | 0.01% | Add +0.1% | 1,715 | $264K |
| Angeles Wealth Management, LLC | 0.02% | Add +28.3% | 1,709 | $263K |
| Middleton & Co. Inc. | 0.03% | No change | 1,700 | $261K |
| Lafayette Investments, Inc. | 0.05% | No change | 1,699 | $261K |
| Colonial Trust Advisors | 0.02% | No change | 1,692 | $260K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -99.0% | 1,678 | $258K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | No change | 1,670 | $257K |
| Lokken Investment Group LLC | 0.10% | Reduce -0.2% | 1,661 | $255K |
| Values Added Financial LLC | 0.12% | Add +14.5% | 1,652 | $254K |
| Mechanics Bank Trust Department | 0.04% | No change | 1,649 | $254K |
| Global X Japan Co., Ltd. | 0.03% | Add +1.1% | 1,648 | $253K |
| Larson Financial Group LLC | 0.01% | Add +10.6% | 1,642 | $253K |
| Optas, LLC | 0.05% | Reduce -50.4% | 1,639 | $252K |
| Alpine Global Management, LLC | 0.07% | New | 1,636 | $252K |
| Silver Oak Securities, Incorporated | 0.02% | New | 1,616 | $248K |
| Investment Partners, LTD. | 0.09% | Add +0.4% | 1,613 | $248K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 1,607 | $247K |
| Zions Bancorporation, National Association | 0.01% | Add +4.2% | 1,604 | $247K |
| Hunter Associates Investment Management LLC | 0.04% | No change | 1,600 | $246K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -5.9% | 1,600 | $246K |
| Cherokee Insurance Co | 0.11% | No change | 1,600 | $246K |
| Chicago Partners Investment Group LLC | 0.01% | Add +8.6% | 1,521 | $246K |
| Edgestream Partners, L.P. | 0.01% | Reduce -78.5% | 1,592 | $245K |
| Liberty Wealth Management LLC | 0.04% | Add +0.1% | 1,589 | $244K |
| Moss Adams Wealth Advisors LLC | 0.02% | Add +19.7% | 1,585 | $244K |
| Investment Advisory Services Inc. /TX | 0.08% | No change | 1,580 | $243K |
| Bridgewater Advisors Inc. | 0.02% | Add +5.1% | 1,461 | $242K |
| Holderness Investments Co. | 0.05% | Reduce -11.3% | 1,577 | $242K |
| Founders Financial Securities LLC | 0.02% | Add +1.7% | 1,576 | $242K |
| Hardy Reed LLC | 0.02% | New | 1,573 | $242K |
| VestGen Advisors, LLC | 0.01% | Reduce -6.5% | 1,558 | $240K |
| Fairscale Capital, LLC | 0.17% | No change | 1,448 | $239K |
| Bogart Wealth, LLC | 0.01% | Add +1.8% | 1,553 | $239K |
| Moody National Bank Trust Division | 0.02% | Reduce -0.4% | 1,545 | $238K |
| Sentry Investment Management LLC | 0.13% | Reduce -13.2% | 1,559 | $237K |
| E Fund Management Co., Ltd. | 0.01% | Reduce -3.5% | 1,535 | $236K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.9% | 1,529 | $235K |
| CYBER HORNET ETFs LLC | 0.17% | Add +0.1% | 1,529 | $235K |
| Stonebrook Private Inc. | 0.05% | Add +1.0% | 1,524 | $234K |
| Community Trust & Investment Co. | 0.01% | No change | 1,520 | $234K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 1,519 | $234K |
| True North Advisors, LLC | 0.04% | Reduce -13.2% | 1,512 | $232K |
| Phillips Wealth Planners LLC | 0.21% | Reduce -1.8% | 1,524 | $231K |
| Hanson & Doremus Investment Management | 0.03% | No change | 1,500 | $231K |
| Gitterman Wealth Management, LLC | 0.05% | New | 1,488 | $229K |
| Challenger Wealth Management | 0.16% | Add +0.5% | 1,490 | $229K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | Reduce -4.8% | 1,487 | $229K |
| Courier Capital LLC | 0.01% | Reduce -0.5% | 1,487 | $229K |
| Argent Trust Co | 0.01% | New | 1,479 | $227K |
| Transcend Capital Advisors, LLC | 0.02% | New | 1,476 | $227K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 1,472 | $226K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -8.8% | 1,466 | $225K |
| FSM Wealth Advisors, LLC | 0.04% | New | 1,459 | $225K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +4.7% | 1,460 | $225K |
| Rothschild Investment LLC | 0.01% | Add +3.1% | 1,460 | $224K |
| FineMark National Bank & Trust | 0.01% | Add +1.5% | 1,460 | $224K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -1.8% | 1,459 | $224K |
| Smith, Moore & Co. | 0.02% | Add +0.2% | 1,458 | $224K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,455 | $224K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 1,452 | $223K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -0.8% | 1,446 | $222K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.8% | 1,439 | $221K |
| Vectors Research Management, LLC | 0.07% | Reduce -0.6% | 1,422 | $219K |
| Advisors Capital Management, LLC | 0.00% | Reduce -2.3% | 1,421 | $219K |
| Hancock Whitney Corp. | 0.00% | New | 1,406 | $216K |
| Mattern Wealth Management LLC | 0.04% | No change | 1,400 | $215K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -4.4% | 1,395 | $214K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 1,388 | $213K |
| Soltis Investment Advisors LLC | 0.02% | New | 1,386 | $213K |
| MV Capital Management, Inc. | 0.02% | Reduce -0.3% | 1,384 | $213K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -3.1% | 1,382 | $212K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | No change | 1,381 | $212K |
| May Hill Capital, LLC | 0.07% | Add +5.7% | 1,380 | $212K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -6.6% | 1,379 | $212K |
| Sovran Advisors, LLC | 0.02% | New | 1,397 | $212K |
| Facet Wealth, Inc. | 0.00% | New | 1,279 | $211K |
| Cidel Asset Management Inc. | 0.01% | Reduce -8.9% | 1,366 | $210K |
| Orion Capital Management LLC | 0.08% | Add +5.6% | 1,362 | $209K |
| Catalyst Capital Advisors LLC | 0.00% | Add +158.1% | 1,360 | $209K |
| Focused Wealth Management, Inc | 0.03% | Reduce -33.5% | 1,358 | $209K |
| Werba Rubin Papier Wealth Management | 0.04% | New | 1,357 | $209K |
| Westside Investment Management, Inc. | 0.04% | Add +14.1% | 1,369 | $208K |
| Aspire Private Capital, LLC | 0.05% | Add +0.1% | 1,352 | $208K |
| Harmony Asset Management LLC | 0.08% | No change | 1,351 | $208K |
| Aberdeen Wealth Management LLC | 0.14% | No change | 1,350 | $208K |
| Sowell Financial Services LLC | 0.01% | Reduce -8.9% | 1,345 | $207K |
| Capstone Wealth Management Group, LLC | 0.20% | New | 1,343 | $206K |
| Natural Investments, LLC | 0.05% | Reduce -24.3% | 1,343 | $206K |
| Revolve Wealth Partners, LLC | 0.03% | New | 1,339 | $206K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -6.1% | 1,335 | $205K |
| Phocas Financial Corp. | 0.03% | Reduce -1.5% | 1,334 | $205K |
| XML Financial, LLC | 0.02% | No change | 1,334 | $205K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,320 | $203K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -13.0% | 1,302 | $200K |
| Wharton Business Group, LLC | 0.01% | Reduce -49.1% | 1,300 | $200K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | Add +22.3% | 1,256 | $193K |
| Key Financial Inc | 0.04% | No change | 1,231 | $189K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,174 | $180K |
| Greykasell Wealth Strategies, Inc. | 0.08% | No change | 1,151 | $177K |
| Colonial Trust Co / SC | 0.03% | Reduce -2.1% | 1,122 | $172K |
| Brown Brothers Harriman & Co. | 0.00% | Add +715.4% | 1,109 | $170K |
| Arcadia Investment Management Corp. | 0.03% | No change | 1,101 | $169K |
| City State Bank | 0.05% | No change | 1,058 | $163K |
| SJS Investment Consulting Inc. | 0.02% | Add +7.8% | 1,009 | $155K |
| Princeton Global Asset Management LLC | 0.03% | Add +45.7% | 1,007 | $155K |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.00% | New | 986 | $152K |
| Bollard Group LLC | 0.00% | Add +5.4% | 979 | $151K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 965 | $148K |
| Beacon Capital Management, LLC | 0.02% | Reduce -7.9% | 951 | $146K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 949 | $146K |
| Private Trust Co. NA | 0.01% | Add +135.8% | 929 | $143K |
| Sit Investment Associates Inc. | 0.00% | Reduce -10.6% | 885 | $136K |
| Clearstead Trust, LLC | 0.03% | Add +25.3% | 871 | $134K |
| First United Bank & Trust | 0.04% | No change | 800 | $123K |
| Virtus Advisers, LLC | 0.08% | No change | 785 | $121K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 775 | $119K |
| Franchise Capital Ltd | 0.06% | Add +267.9% | 769 | $118K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -7.7% | 751 | $115K |
| CVA Family Office, LLC | 0.02% | Add +1.4% | 743 | $114K |
| Centennial Bank | 0.05% | No change | 740 | $114K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -1.6% | 724 | $111K |
| Inlight Wealth Management, LLC | 0.06% | No change | 720 | $111K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 716 | $110K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 715 | $110K |
| Webster Bank, N. A. | 0.01% | No change | 700 | $108K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.1% | 663 | $102K |
| Lanark Financial, Inc. | 0.01% | Reduce -23.4% | 659 | $101K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -28.3% | 633 | $97K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +2.6% | 631 | $97K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 625 | $96K |
| First Horizon Advisors, Inc. | 0.00% | No change | 616 | $95K |
| Creative Financial Designs Inc. | 0.01% | Add +2.7% | 599 | $92K |
| HM Payson & Co. | 0.00% | Add +7.9% | 575 | $88K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 574 | $88K |
| ORG Partners LLC | 0.02% | Add +21.8% | 581 | $88K |
| Manchester Capital Management LLC | 0.01% | No change | 571 | $88K |
| Caitong International Asset Management Co., Ltd | 0.06% | New | 566 | $87K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -5.0% | 569 | $86K |
| Bank & Trust Co | 0.07% | No change | 550 | $85K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 510 | $84K |
| Cary Street Partners Financial LLC | 0.00% | Add +1.4% | 518 | $80K |
| Valley National Advisers Inc. | 0.01% | No change | 508 | $78K |
| Meeder Asset Management Inc. | 0.00% | Add +144.9% | 507 | $78K |
| Ameriflex Group, Inc. | 0.04% | Reduce -17.9% | 506 | $78K |
| MCF Advisors LLC | 0.01% | No change | 500 | $77K |
| Deseret Mutual Benefit Administrators | 0.03% | No change | 470 | $72K |
| FSA Wealth Management LLC | 0.03% | Add +0.4% | 467 | $72K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 450 | $69K |
| Iron Horse Wealth Management, LLC | 0.02% | New | 440 | $68K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +9.8% | 438 | $67K |
| Wood Tarver Financial Group, LLC | 0.02% | Add +0.5% | 435 | $66K |
| Summit Securities Group LLC | 0.02% | New | 423 | $65K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 422 | $65K |
| Trust Co. of Vermont | 0.00% | Add +124.5% | 422 | $65K |
| Caldwell Trust Co | 0.01% | No change | 410 | $63K |
| Asset Dedication, LLC | 0.00% | Reduce -1.5% | 405 | $62K |
| Riverview Trust Co | 0.08% | Reduce -73.2% | 400 | $61K |
| Mechanics Financial Corp | 0.03% | No change | 400 | $61K |
| Eastern Bank | 0.00% | Reduce -65.5% | 397 | $61K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 394 | $61K |
| Sachetta, LLC | 0.02% | Add +2.9% | 390 | $60K |
| Opal Wealth Advisors, LLC | 0.02% | Add +0.5% | 387 | $59K |
| TCTC Holdings, LLC | 0.00% | No change | 379 | $58K |
| Rise Advisors, LLC | 0.02% | Add +2.2% | 373 | $57K |
| NewSquare Capital LLC | 0.00% | Add +30.2% | 362 | $56K |
| Versant Capital Management, Inc | 0.01% | Reduce -5.3% | 361 | $55K |
| GW&K Investment Management, LLC | 0.00% | Add +10.1% | 359 | $55K |
| Anchor Investment Management, LLC | 0.00% | Add +16.7% | 350 | $54K |
| Silvant Capital Management LLC | 0.00% | No change | 348 | $53K |
| Independence Bank of Kentucky | 0.01% | Add +2.4% | 341 | $52K |
| Piscataqua Savings Bank | 0.04% | No change | 338 | $52K |
| Copia Wealth Management | 0.04% | New | 333 | $51K |
| Financial Management Professionals, Inc. | 0.01% | No change | 328 | $50K |
| West Financial Advisors, LLC | 0.01% | No change | 320 | $49K |
| Bell Investment Advisors, Inc | 0.01% | Add +9.0% | 315 | $48K |
| Affinity Wealth LLC | 0.04% | No change | 307 | $47K |
| NFSG Corp | 0.01% | Add +39.5% | 307 | $47K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $46K |
| IAG Wealth Partners, LLC | 0.01% | No change | 300 | $46K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 294 | $45K |
| Fortitude Family Office, LLC | 0.01% | Reduce -1.7% | 292 | $45K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -3.3% | 290 | $45K |
| Financial Perspectives, Inc | 0.01% | Reduce -20.9% | 284 | $44K |
| Manitou Investment Management Ltd. | 0.01% | No change | 270 | $42K |
| Covestor Ltd | 0.02% | Reduce -4.3% | 265 | $41K |
| Scarborough Advisors, LLC | 0.01% | New | 267 | $41K |
| TruNorth Capital Management, LLC | 0.01% | No change | 261 | $40K |
| Sierra Ocean, LLC | 0.03% | Add +5.3% | 258 | $40K |
| Creekmur Asset Management LLC | 0.01% | Reduce -49.5% | 255 | $39K |
| Truvestments Capital LLC | 0.01% | Reduce -9.6% | 245 | $38K |
| First Command Advisory Services, Inc. | 0.00% | Add +13.2% | 232 | $36K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -9.4% | 231 | $36K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 228 | $35K |
| Hughes Financial Services, LLC | 0.01% | Reduce -1.5% | 200 | $34K |
| Hollencrest Capital Management | 0.00% | Reduce -24.0% | 215 | $33K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1675.0% | 213 | $33K |
| Grove Bank & Trust | 0.00% | Add +44.2% | 212 | $33K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 212 | $33K |
| Broadwater Capital Management LLC | 0.02% | Add +15273.0% | 30,746 | $31K |
| Global Trust Asset Management, LLC | 0.02% | No change | 200 | $31K |
| Roxbury Financial LLC | 0.03% | Add +3.7% | 196 | $30K |
| NBT Bank, N.A. | 0.00% | Add +0.5% | 196 | $30K |
| Essential Partners LLC | 0.01% | — | 188 | $29K |
| Dunhill Financial, LLC | 0.01% | Add +78.1% | 187 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 186 | $29K |
| Sunbelt Securities, Inc. | 0.00% | Add +79.4% | 226 | $28K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 185 | $28K |
| Sound Income Strategies, LLC | 0.00% | Reduce -28.3% | 185 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 184 | $28K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 183 | $28K |
| Bank of New Hampshire | 0.01% | No change | 182 | $28K |
| WPG Advisers, LLC | 0.02% | Reduce -18.1% | 181 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +1545.5% | 181 | $28K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -4.9% | 175 | $27K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 173 | $27K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.6% | 171 | $26K |
| Sittner & Nelson, LLC | 0.01% | No change | 171 | $26K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 166 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -6.8% | 165 | $25K |
| Spire Wealth Management | 0.00% | Reduce -66.2% | 160 | $25K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 156 | $24K |
| Park Place Capital Corp | 0.01% | No change | 152 | $23K |
| Albion Financial Group | 0.00% | No change | 148 | $23K |
| Solstein Capital, LLC | 0.01% | New | 148 | $23K |
| Burkett Financial Services, LLC | 0.01% | No change | 145 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 142 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -25.1% | 143 | $22K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 142 | $22K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 139 | $21K |
| New England Capital Financial Advisors LLC | 0.01% | Add +300.0% | 136 | $21K |
| Activest Wealth Management | 0.01% | Add +1.5% | 136 | $21K |
| Arlington Trust Co LLC | 0.00% | Add +3.0% | 135 | $21K |
| Center for Financial Planning, Inc. | 0.00% | No change | 133 | $20K |
| Howard Hughes Medical Institute | 0.01% | New | 131 | $20K |
| Avion Wealth | 0.00% | Add +51.1% | 133 | $20K |
| MorganRosel Wealth Management, LLC | 0.01% | No change | 130 | $20K |
| Morse Asset Management, Inc | 0.00% | Reduce -97.7% | 125 | $19K |
| Central Pacific Bank - Trust Division | 0.00% | New | 125 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 128 | $19K |
| SouthState Bank Corp | 0.00% | Reduce -27.8% | 122 | $19K |
| Highline Wealth Partners LLC | 0.01% | No change | 119 | $18K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Add +208.1% | 114 | $18K |
| Coston, McIsaac & Partners | 0.00% | No change | 115 | $17K |
| Vision Financial Markets LLC | 0.02% | Add +0.9% | 110 | $17K |
| IMA Advisory Services, Inc. | 0.00% | Add +3.9% | 107 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 105 | $16K |
| Evermay Wealth Management LLC | 0.00% | Reduce -16.0% | 105 | $16K |
| Abound Wealth Management | 0.00% | No change | 102 | $16K |
| Robinswood Financial LLC | 0.01% | No change | 101 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 100 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 100 | $15K |
| Perkins Coie Trust Co | 0.00% | No change | 100 | $15K |
| Nemes Rush Group LLC | 0.00% | New | 100 | $15K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 100 | $15K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 94 | $14K |
| Winch Advisory Services, LLC | 0.00% | Add +1.1% | 94 | $14K |
| New Millennium Group LLC | 0.01% | No change | 91 | $14K |
| High Note Wealth, LLC | 0.00% | Add +1.2% | 87 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.7% | 77 | $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% | No change | 77 | $12K |
| Hager Investment Management Services, LLC | 0.01% | No change | 77 | $12K |
| Raffa Wealth Management, LLC | 0.00% | No change | 73 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +10.5% | 10,376 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -23.5% | 65 | $10K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -84.1% | 61 | $9K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 55 | $9K |
| Birchbrook, Inc. | 0.00% | Add +1.7% | 59 | $9K |
| Navigoe, LLC | 0.01% | No change | 60 | $9K |
| Kilter Group LLC | 0.00% | New | 55 | $8K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 55 | $8K |
| American National Bank & Trust | 0.00% | No change | 55 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +43.2% | 53 | $8K |
| Heritage Wealth Advisors | 0.00% | New | 52 | $8K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 50 | $8K |
| PFS Partners, LLC | 0.00% | New | 48 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | New | 46 | $7K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 46 | $7K |
| Compass Financial Services Inc | 0.00% | No change | 46 | $7K |
| Hemington Wealth Management | 0.00% | Reduce -41.0% | 46 | $7K |
| Aspect Partners, LLC | 0.00% | No change | 45 | $7K |
| Y.D. More Investments Ltd | 0.00% | Reduce -66.1% | 42 | $6K |
| WealthTrak Capital Management LLC | 0.01% | Add +24.2% | 41 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +725.0% | 33 | $5K |
| DT Investment Partners, LLC | 0.00% | No change | 32 | $5K |
| TD Capital Management LLC | 0.00% | No change | 31 | $5K |
| TFC Financial Management, Inc. | 0.00% | No change | 30 | $5K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -6.5% | 29 | $4K |
| Clark Wealth Partners | 0.00% | No change | 29 | $4K |
| HighMark Wealth Management LLC | 0.00% | New | 29 | $4K |
| S&T Bank | 0.00% | Add +190.0% | 29 | $4K |
| Total Investment Management Inc. | 0.00% | New | 26 | $4K |
| Crews Bank & Trust | 0.00% | New | 26 | $4K |
| Tortoise Investment Management, LLC | 0.00% | New | 26 | $4K |
| Traub Capital Management LLC | 0.00% | — | 25 | $4K |
| IMG Wealth Management, Inc. | 0.00% | New | 25 | $4K |
| Nova Wealth Management, Inc. | 0.00% | New | 25 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 23 | $4K |
| Evergreen Private Wealth LLC | 0.00% | New | 23 | $4K |
| Maseco LLP | 0.00% | — | 22 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 22 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 22 | $3K |
| GFG Capital, LLC | 0.00% | New | 19 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 17 | $3K |
| True Wealth Design, LLC | 0.00% | No change | 16 | $2K |
| Nvwm, LLC | 0.00% | Reduce -15.8% | 16 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 16 | $2K |
| Redwood Park Advisors LLC | 0.00% | No change | 15 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 15 | $2K |
| Quaker Wealth Management, LLC | 0.00% | — | 14 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 14 | $2K |
| Core Alternative Capital | 0.00% | No change | 14 | $2K |
| WealthCollab, LLC | 0.00% | New | 13 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +30.0% | 13 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +333.3% | 13 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 13 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | Add +71.4% | 12 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | New | 12 | $2K |
| Parkworth Wealth Management, Inc. | 0.00% | New | 11 | $2K |
| Clean Yield Group | 0.00% | No change | 11 | $2K |
| JDM Financial Group LLC | 0.00% | No change | 10 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 9 | $1K |
| DecisionPoint Financial, LLC | 0.00% | New | 8 | $1K |
| Atticus Wealth Management, LLC | 0.00% | New | 7 | $1K |
| Blume Capital Management, Inc. | 0.00% | Add +40.0% | 7 | $1K |
| Tidemark, LLC | 0.00% | New | 6 | $922 |
| Financial Gravity Companies, Inc. | 0.00% | — | 5 | $769 |
| Transce3nd, LLC | 0.00% | No change | 4 | $615 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +33.3% | 4 | $615 |
| Crewe Advisors LLC | 0.00% | New | 3 | $462 |
| LGT Financial Advisors LLC | 0.00% | New | 2 | $307 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $86 |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.