WelltowerWELL

13F holders, Q2 2025 (June 30)
1,266holders +30
112new positions
79sold out
10famous investors
$153.61avg. 13F price*

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

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions112$618.0M
Exits79$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.