WelltowerWELL

13F holders, Q3 2025 (September 30)
1,335holders +69
158new positions
82sold out
10famous investors
$178.06avg. 13F price*

At the end of Q3 2025, 1,335 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 69 from Q2 2025. 158 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($16.0B), BlackRock, Inc. ($12.4B) and Capital International Investors ($8.3B). 10 famous investors held it, including Ron Baron (0.6% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions158$367.8M
Exits82$497.3M

All 13F filers, Q2 2025 → Q3 2025: 35,126,712 shares bought and 26,278,888 shares sold, net +8,847,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,335 holders

Vanguard Group Inc. 0.24% Add +4.7% 89,778,383 $16.0B
BlackRock, Inc. 0.22% Add +4.3% 69,415,091 $12.4B
Capital International Investors 1.34% Add +4.1% 46,516,255 $8.3B
State Street Corp. 0.26% Add +4.1% 41,253,954 $7.3B
Cohen & Steers, Inc. 10.79% Reduce -4.6% 33,569,335 $6.0B
Wellington Management Group LLP 0.63% Reduce -0.8% 20,017,966 $3.6B
FMR LLC 0.18% Add +8.6% 19,893,923 $3.5B
Bank of America Corp. 0.26% Add +1.9% 19,378,590 $3.5B
Geode Capital Management, LLC 0.18% Add +8.1% 16,232,679 $2.9B
T. Rowe Price Associates Inc. 0.29% Add +24.1% 15,091,113 $2.7B
Principal Financial Group Inc. 0.92% Reduce -2.4% 10,184,059 $1.8B
Morgan Stanley 0.10% Add +8.9% 9,594,841 $1.7B
Northern Trust Corp. 0.21% Add +3.2% 9,106,068 $1.6B
Charles Schwab Investment Management Inc. 0.23% Add +8.9% 7,983,552 $1.4B
JPMorgan Chase & Co. 0.09% Reduce -1.1% 7,814,683 $1.4B
Dimensional Fund Advisors LP 0.28% Add +2.9% 7,408,170 $1.3B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.16% Add +11.9% 7,179,739 $1.3B
Invesco Ltd. 0.20% Reduce -4.0% 7,006,045 $1.2B
Legal & General Group Plc 0.27% Reduce -7.9% 6,720,996 $1.2B
Goldman Sachs Group Inc. 0.16% Reduce -1.0% 6,068,437 $1.1B
Centersquare Investment Management LLC 9.41% Add +5.2% 5,257,190 $936.5M
Nuveen, LLC 0.24% Reduce -1.0% 5,073,261 $903.8M
Daiwa Securities Group Inc. 2.96% Reduce -8.3% 4,907,438 $874.2M
Deutsche Bank AG 0.28% Add +1.0% 4,746,752 $845.6M
Capital World Investors 0.10% Add +167.2% 4,247,262 $756.6M
Resolution Capital Ltd 14.57% Reduce -17.3% 4,203,084 $748.7M
Amundi 0.23% Add +2.0% 4,146,455 $722.1M
Bank of New York Mellon Corp 0.13% Reduce -0.1% 4,012,933 $714.9M
Russell Investments Group, Ltd. 0.69% Reduce -0.1% 3,381,466 $602.3M
UBS Group AG 0.11% Add +56.5% 3,278,121 $584.0M
Sumitomo Mitsui Trust Group, Inc. 0.32% Reduce -3.1% 3,169,190 $564.6M
Prudential Financial Inc. 0.66% Add +12.0% 3,107,906 $553.6M
CBRE Investment Management Listed Real Assets LLC 7.75% Reduce -7.0% 3,043,945 $542.2M
PGGM Investments 8.07% Add +5.2% 2,800,752 $498.9M
Ameriprise Financial Inc. 0.11% Reduce -3.0% 2,772,247 $485.9M
Duff & Phelps Investment Management Co. 5.06% Reduce -0.2% 2,504,032 $446.1M
HSBC Holdings PLC 0.25% Add +12.0% 2,361,289 $420.6M
Sei Investments Co. 0.44% Reduce -8.6% 2,306,626 $410.9M
Swiss National Bank 0.19% Reduce -4.0% 1,885,100 $335.8M
Barclays PLC 0.12% Add +13.0% 1,829,171 $325.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.23% Add +10.3% 1,826,357 $325.3M
Qube Research & Technologies Ltd 0.46% Reduce -26.3% 1,816,902 $323.7M
D. E. Shaw & Co. 0.28% Add +67.4% 1,788,691 $318.6M
Schroder Investment Management Group 0.24% Add +12.8% 1,727,539 $307.7M
Nordea Investment Management AB 0.27% Add +7.7% 1,726,577 $307.1M
Aberdeen Group plc 0.49% Add +9.2% 1,724,132 $306.9M
National Pension Service 0.23% Add +2.1% 1,691,931 $301.4M
Macquarie Group Ltd. 0.35% Reduce -3.6% 1,690,158 $301.1M
California Public Employees Retirement System 0.18% Reduce -4.5% 1,671,245 $297.7M
CANADA LIFE ASSURANCE Co 0.42% Add +12.5% 1,662,244 $292.9M
APG Asset Management US Inc. 2.11% Add +4.7% 1,592,764 $285.7M
Voya Investment Management LLC 0.30% Reduce -9.3% 1,491,723 $264.8M
Nomura Asset Management Co. Ltd. 0.63% Add +7.9% 1,361,155 $242.5M
Castle Hook Partners LP 3.51% Add +17.8% 1,299,901 $231.6M
Alliancebernstein L.P. 0.07% Add +0.2% 1,292,726 $230.3M
Rhumbline Advisers 0.18% Reduce -1.4% 1,282,552 $228.5M
Asset Management One Co., Ltd. 0.65% Add +5.3% 1,267,076 $225.7M
American Century Companies Inc. 0.11% Add +17.2% 1,249,320 $222.6M
Public Employees Retirement System of Ohio 0.69% Add +5.3% 1,212,897 $216.1M
Aew Capital Management L P 11.96% Reduce -6.1% 1,205,060 $214.7M
Lasalle Investment Management Securities LLC 8.35% Reduce -16.1% 1,193,287 $212.6M
Baron Capital (BAMCO) 0.56% Reduce -3.4% 1,186,934 $211.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.36% Reduce -16.4% 1,181,037 $210.4M
Wells Fargo & Company 0.04% Reduce -11.8% 1,120,820 $199.7M
Zimmer Partners, LP 4.82% Reduce -11.3% 1,106,245 $197.1M
California State Teachers Retirement System 0.19% Add +1.6% 1,035,064 $184.4M
Adelante Capital Management LLC 11.67% Reduce -0.2% 979,382 $174.5M
Heitman Real Estate Securities LLC 11.91% Reduce -3.1% 978,558 $174.3M
KBC Group NV 0.41% Add +13.8% 966,478 $172.2M
Cardano Risk Management B.V. 1.71% Add +7.7% 901,524 $160.6M
AQR Capital Management 0.10% Add +95.5% 853,470 $151.1M
Allianz Asset Management GmbH 0.18% Add +7.8% 831,288 $148.1M
Royal Bank of Canada 0.03% Add +7.0% 813,501 $144.9M
Raymond James Financial Inc. 0.05% Add +4.1% 806,763 $143.7M
Korea Investment CORP 0.29% Add +5.7% 800,474 $142.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.33% Reduce -5.2% 795,030 $141.6M
BNP Paribas Financial Markets 0.11% Add +49.4% 793,961 $141.4M
Pictet Asset Management Holding SA 0.14% Reduce -11.8% 793,079 $141.3M
New York State Common Retirement Fund 0.18% Reduce -3.4% 767,265 $136.7M
1832 Asset Management L.P. 0.21% Add +231.1% 705,987 $125.8M
Neuberger Berman Group LLC 0.09% Reduce -9.8% 702,043 $125.1M
STRS Ohio 0.45% Reduce -9.5% 696,058 $124.0M
Swedbank AB 0.13% Add +4.3% 695,051 $123.8M
Capital International, Inc. 0.98% Add +29.5% 684,101 $121.9M
Storebrand Asset Management As 0.32% Add +22.0% 680,177 $121.2M
Natixis Advisors, LLC 0.18% Add +3.4% 675,273 $120.3M
Janus Henderson Group PLC 0.05% Add +12.9% 641,540 $114.2M
Citigroup Inc. 0.08% Reduce -24.2% 630,535 $112.3M
Adage Capital Partners Gp, L.L.C. 0.17% Add +6.9% 608,206 $108.3M
Congress Asset Management Co. 0.70% Add +1.7% 588,622 $104.9M
State Board of Administration of Florida Retirement System 0.18% Reduce -2.0% 581,633 $103.6M
Alyeska Investment Group, L.P. 0.30% New 551,331 $98.2M
Aviva PLC 0.17% Add +7.1% 519,554 $92.6M
Bank of Montreal 0.04% Add +18.4% 504,048 $89.8M
AXA Investment Managers S.A. 0.24% — 501,821 $89.4M
Mitsubishi UFJ Trust & Banking Corp 0.20% Reduce -0.6% 500,081 $89.1M
Envestnet Asset Management Inc. 0.03% Add +0.4% 498,016 $88.7M
Retirement Systems of Alabama 0.29% Add +1.9% 496,286 $88.4M
State of New Jersey Common Pension Fund D 0.32% Add +3.5% 484,908 $86.4M
Canada Pension Plan Investment Board 0.06% Add +17.8% 471,235 $83.9M
New York State Teachers Retirement System 0.16% Add +1.0% 466,559 $83.1M
Millennium Management 0.07% Add +1.5% 466,006 $83.0M
Artisan Partners Limited Partnership 0.12% Reduce -1.0% 465,193 $82.9M
First Trust Advisors LP 0.06% Add +84.0% 443,852 $79.1M
Franklin Resources Inc. 0.02% Reduce -5.8% 440,175 $78.4M
Victory Capital Management Inc. 0.05% Reduce -2.2% 432,789 $77.1M
Jupiter Asset Management Ltd. 0.66% New 428,705 $76.4M
UniSuper Management Pty Ltd 0.46% Add +3.6% 424,331 $75.6M
Resona Asset Management Co.,Ltd. 0.35% Add +15.5% 418,278 $73.9M
Manufacturers Life Insurance Company, The 0.06% Add +3.4% 413,194 $73.6M
Candriam S.C.A. 0.38% Reduce -2.3% 407,259 $72.5M
State of Alaska, Department of Revenue 0.73% Add +2.2% 399,291 $71.1M
Toronto Dominion Bank 0.14% Add +4.3% 397,290 $70.8M
Primecap Management Co. 0.05% Add +1.0% 390,509 $69.6M
Two Sigma Investments, LP 0.11% New 389,289 $69.3M
Jane Street Group, LLC 0.08% Add +605.8% 386,300 $68.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.34% Reduce -32.7% 380,159 $67.7M
Danske Bank A/S 0.17% Add +9.7% 378,021 $67.3M
Balyasny Asset Management L.P. 0.14% Reduce -69.6% 377,548 $67.3M
DekaBank Deutsche Girozentrale 0.11% No change 382,262 $67.1M
Robeco Institutional Asset Management B.V. 0.10% Reduce -7.7% 372,149 $66.3M
Renaissance Technologies 0.09% Reduce -13.8% 361,663 $64.4M
Van Eck Associates Corp. 0.06% Add +12.7% 359,093 $64.0M
Credit Agricole S A 0.20% — 346,867 $61.8M
Bowen Hanes & Co. Inc. 1.54% Reduce -0.1% 346,081 $61.7M
Chevy Chase Trust Holdings, LLC 0.17% Add +4.2% 343,594 $61.2M
State of Wisconsin Investment Board 0.14% Reduce -7.3% 343,468 $61.2M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Add +0.5% 337,476 $60.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.39% Add +13.4% 335,160 $59.7M
Royal London Asset Management Ltd. 0.13% Add +14.5% 329,423 $58.7M
M.D. Sass, LLC 4.75% Reduce -23.0% 326,832 $58.2M
APG Asset Management N.V. 0.16% Add +8.7% 383,510 $58.1M
Border to Coast Pensions Partnership Ltd 1.01% No change 325,000 $57.9M
Uniplan Investment Counsel, Inc. 5.89% Add +3.4% 324,776 $57.9M
LPL Financial LLC 0.02% Add +11.6% 321,177 $57.2M
Brookfield Corp 0.07% Reduce -6.8% 317,570 $56.6M
Handelsbanken Fonder AB 0.18% Add +2.8% 311,713 $55.5M
Capital Research Global Investors 0.01% No change 306,310 $54.6M
Teacher Retirement System of Texas 0.22% Add +31.5% 304,937 $54.3M
Treasurer of the State of North Carolina 0.17% Reduce -1.7% 300,887 $53.6M
Worldquant Millennium Advisors LLC 0.23% Reduce -18.0% 298,617 $53.2M
Acadian Asset Management LLC 0.09% Reduce -21.7% 291,938 $52.0M
SG Americas Securities, LLC 0.19% Add +1359.7% 287,275 $51.2M
CORDA Investment Management, LLC. 3.59% Reduce -1.7% 286,763 $51.1M
National Bank of Canada 0.06% Reduce -55.9% 284,108 $50.6M
Cibc World Market Inc. 0.10% Add +10.6% 281,761 $50.2M
Factory Mutual Insurance Co. 0.46% Add +0.6% 266,800 $47.5M
CIBC Bancorp USA Inc. 0.28% — 264,766 $47.2M
FIL Ltd 0.04% Reduce -5.2% 261,371 $46.6M
Stifel Financial Corp. 0.04% Add +9.0% 257,290 $45.8M
Nisa Investment Advisors, LLC 0.17% Reduce -3.9% 253,549 $45.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.36% Add +7.0% 248,368 $44.2M
Osaic Holdings, Inc. 0.06% Add +218.1% 244,481 $43.1M
KLP Kapitalforvaltning As 0.17% Add +2.7% 240,246 $42.8M
Citadel Advisors 0.04% Reduce -75.1% 240,242 $42.8M
Natixis 0.23% Reduce -5.4% 240,093 $42.8M
TD Asset Management Inc 0.03% Add +4.9% 239,515 $42.7M
Cerity Partners LLC 0.07% Add +0.6% 236,328 $42.1M
Forsta Ap-Fonden 0.24% Add +14.8% 228,800 $40.8M
IFM Investors Pty Ltd 0.36% Add +1.1% 232,838 $40.7M
Braun Stacey Associates Inc. 1.32% Reduce -0.4% 227,012 $40.4M
PNC Financial Services Group, Inc. 0.02% Add +1.4% 221,160 $39.4M
NewEdge Wealth, LLC 0.56% Add +4.0% 208,401 $38.8M
State of Tennessee, Department of Treasury 0.13% Add +10.8% 215,660 $38.4M
Hazelview Securities Inc. 7.22% Reduce -21.8% 215,066 $38.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -57.2% 213,205 $38.0M
Bank Julius Baer & Co. Ltd, Zurich 0.11% Add +17941.7% 211,810 $37.7M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +20.1% 209,927 $37.4M
Tidal Investments LLC 0.16% Add +4.5% 209,912 $37.4M
CI Investments Inc. 0.13% Reduce -6.4% 207,744 $37.0M
Lansforsakringar Fondforvaltning AB (publ) 0.19% Add +1.9% 207,085 $36.9M
Creative Planning 0.03% Add +11.5% 200,963 $35.8M
Prudential PLC 0.26% Add +29.1% 196,862 $35.1M
Erste Asset Management GmbH 0.33% Add +9.1% 195,527 $34.4M
Sanctuary Advisors, LLC 0.20% Add +3.6% 191,937 $34.2M
Arizona State Retirement System 0.18% Add +0.8% 191,042 $34.0M
MetLife Investment Management, LLC 0.16% Add +4.6% 184,674 $32.9M
Los Angeles Capital Management LLC 0.11% Add +323.7% 183,896 $32.8M
Groupama Asset Managment 0.49% Add +2.3% 183,268 $32.6M
Nissay Asset Management Corp. /Japan 0.18% Add +4.5% 182,296 $32.5M
State of Michigan Retirement System 0.15% Add +7.1% 180,909 $32.2M
UMB Bank, n.a. 0.47% Reduce -11.3% 179,936 $32.1M
Metis Global Partners, LLC 0.75% Add +33.7% 179,077 $31.9M
Marshall Wace, LLP 0.03% Reduce -63.8% 172,775 $30.8M
Ensign Peak Advisors, Inc 0.05% Reduce -4.4% 171,598 $30.6M
Czech National Bank 0.21% Add +11.9% 169,867 $30.3M
Mediolanum International Funds Ltd 0.31% Add +149.2% 169,297 $29.8M
Schonfeld Strategic Advisors LLC 0.21% Add +253.9% 165,668 $29.5M
Cetera Investment Advisers 0.03% Add +60.2% 164,774 $29.4M
Zurich Insurance Group Ltd 0.21% Reduce -49.8% 163,725 $29.2M
B&I Capital AG 9.96% Add +5.7% 161,440 $28.8M
Guggenheim Capital LLC 0.21% Add +21.1% 158,789 $28.3M
Federated Hermes, Inc. 0.05% Reduce -23.1% 151,069 $26.9M
Bank of Nova Scotia 0.05% Add +51.8% 146,794 $26.2M
Wealth Enhancement Advisory Services, LLC 0.04% Add +10.3% 149,838 $25.9M
Public Sector Pension Investment Board 0.09% Add +12.8% 144,219 $25.7M
Gotham Asset Management 0.11% Add +43.1% 142,387 $25.4M
Tredje AP-fonden 0.20% Add +73.7% 141,421 $25.2M
DNB Asset Management AS 0.09% Add +3.9% 140,881 $25.1M
WCM Investment Management, LLC 0.05% Reduce -4.4% 141,614 $25.0M
Andra AP-fonden 0.31% Add +743.1% 137,800 $24.5M
Vert Asset Management LLC 8.25% Add +3.3% 137,765 $24.5M
Varma Mutual Pension Insurance Co 0.16% Add +8.6% 136,776 $24.4M
WestEnd Advisors, LLC 0.56% Reduce -1.6% 135,609 $24.2M
GRS Advisors, LLC 2.23% Reduce -45.7% 133,616 $23.8M
ProShare Advisors LLC 0.05% Add +3.5% 132,710 $23.6M
NEOS Investment Management LLC 0.18% Add +68.5% 131,489 $23.4M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -3.0% 129,906 $23.1M
Groupe la Francaise 0.31% Add +21.6% 129,299 $23.0M
Amalgamated Bank 0.16% Add +4.3% 127,991 $22.8M
Assetmark, Inc. 0.05% Add +9.5% 125,578 $22.4M
Mercer Global Advisors Inc. 0.04% Add +3.5% 125,398 $22.3M
Swiss Life Asset Management Ltd 0.12% Add +14.3% 125,013 $22.3M
Tiaa Trust, National Association 0.05% Reduce -0.6% 123,280 $22.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.56% Reduce -1.0% 121,408 $21.6M
Rockefeller Capital Management L.P. 0.04% Add +26.7% 121,056 $21.6M
Thrivent Financial for Lutherans 0.04% Reduce -1.4% 120,727 $21.5M
Teachers Retirement System of the State of Kentucky 0.16% No change 119,860 $21.4M
Knights of Columbus Asset Advisors LLC 1.21% Add +2.5% 118,425 $21.1M
Calamos Advisors LLC 0.12% No change 118,271 $21.1M
Quantinno Capital Management LP 0.06% Add +41.3% 114,863 $20.5M
Vestcor Inc 0.61% Add +2.3% 114,755 $20.4M
Danica Pension, Livsforsikringsaktieselskab 0.31% Add +10.2% 114,140 $20.3M
Jones Financial Companies LLLP 0.01% Add +10.8% 114,910 $20.1M
USS Investment Management Ltd 0.10% No change 111,525 $19.9M
Utah Retirement Systems 0.19% Add +6.7% 110,544 $19.7M
Ethic Inc. 0.32% Add +7.1% 108,883 $19.4M
Police & Firemen's Retirement System of New Jersey 0.16% Add +9.0% 108,362 $19.3M
Mariner, LLC 0.02% Add +15.2% 108,295 $19.3M
New Age Alpha Advisors, LLC 0.81% Add +7.8% 107,982 $19.2M
Yousif Capital Management, LLC 0.20% Add +0.5% 107,059 $19.1M
NorthCoast Asset Management LLC 0.07% Add +0.8% 107,042 $19.1M
Capital Group Private Client Services, Inc. 0.32% Reduce -71.3% 106,676 $19.0M
Quantbot Technologies LP 0.51% Add +85.8% 105,029 $18.7M
Van Lanschot Kempen Investment Management N.V. 0.17% Reduce -9.2% 104,909 $18.7M
Banco Santander, S.A. 0.17% Reduce -14.3% 104,687 $18.6M
ABN AMRO Bank N.V. 0.18% New 104,367 $18.5M
Xponance LLC 0.15% Reduce -3.1% 103,502 $18.4M
Mackenzie Financial Corp. 0.02% Add +18.0% 102,504 $18.3M
Freestone Grove Partners LP 0.13% Add +750.7% 101,272 $18.0M
Connors Investor Services Inc. 1.52% Add +1.6% 100,220 $17.9M
New York Life Investment Management LLC 0.15% Add +4.3% 97,366 $17.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Reduce -7.8% 94,090 $16.8M
O'shaughnessy Asset Management, LLC 0.10% Add +12.0% 93,967 $16.7M
HighTower Advisors, LLC 0.02% Add +3.8% 93,429 $16.7M
CIBC Asset Management Inc 0.05% Add +7.7% 92,712 $16.5M
Keybank National Association 0.06% Reduce -1.9% 90,872 $16.2M
Appleton Partners Inc. 1.07% Add +0.2% 89,580 $16.0M
GSI Capital Advisors LLC 8.90% Reduce -5.6% 88,409 $15.7M
Woodline Partners LP 0.07% Add +31.6% 88,243 $15.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.8% 87,298 $15.6M
Gradient Investments LLC 0.26% New 87,143 $15.5M
Federation des caisses Desjardins du Quebec 0.06% Add +23.1% 86,803 $15.5M
Fifth Third Bancorp 0.05% Add +1.2% 85,953 $15.3M
Public Employees Retirement Association of Colorado 0.06% Reduce -1.4% 85,899 $15.3M
Commonwealth Equity Services, LLC 0.02% Reduce -7.2% 85,507 $15.2M
Waratah Capital Advisors Ltd. 1.03% Reduce -37.5% 84,837 $15.1M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Reduce -39.4% 84,770 $15.1M
Chilton Capital Management LLC 0.50% Reduce -5.7% 83,687 $14.9M
Rafferty Asset Management, LLC 0.05% Add +5.8% 83,296 $14.8M
Captrust Financial Advisors 0.03% Add +1.9% 82,707 $14.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% New 78,787 $14.0M
Wealthfront Advisers LLC 0.03% Add +27.2% 77,935 $13.9M
Vanguard Personalized Indexing Management, LLC 0.14% Add +2.6% 77,853 $13.9M
Venture Visionary Partners LLC 0.48% Reduce -3.7% 77,605 $13.8M
Mutual of America Capital Management LLC 0.14% Add +1.7% 76,550 $13.6M
Oregon Public Employees Retirement Fund 0.18% Add +42.6% 76,500 $13.6M
Fred Alger Management, LLC 0.05% Add +13.8% 76,136 $13.6M
Westpac Banking Corp. 0.84% No change 75,991 $13.5M
Trust Co. of Toledo NA 1.34% Reduce -1.0% 75,155 $13.4M
Susquehanna International Group, LLP 0.02% Reduce -89.3% 73,822 $13.2M
Dupont Capital Management Corp. 1.36% No change 73,736 $13.1M
Janney Montgomery Scott LLC 0.03% Reduce -5.1% 73,250 $13.0M
QRG Capital Management, Inc. 0.15% Reduce -18.7% 71,371 $12.7M
ASR Vermogensbeheer N.V. 0.15% Add +14.8% 70,833 $12.6M
Avanza Fonder AB 0.33% Add +9.4% 70,459 $12.6M
Lido Advisors, LLC 0.05% Add +66.0% 70,426 $12.5M
CENTRAL TRUST Co 0.26% Reduce -0.2% 70,368 $12.5M
OP Asset Management Ltd 0.16% Add +2.9% 69,743 $12.4M
Nomura Holdings Inc. 0.06% New 69,207 $12.3M
Norinchukin Bank, The 0.16% Add +8.6% 66,615 $11.9M
Jump Financial, LLC 0.16% Add +22.2% 65,416 $11.7M
DLD Asset Management, LP 4.77% Reduce -27.5% 63,795 $11.4M
GDS Wealth Management 0.75% Add +13.7% 63,763 $11.4M
Landscape Capital Management, L.L.C. 0.72% Add +385.3% 63,385 $11.3M
Intech Investment Management LLC 0.10% Reduce -34.6% 62,354 $11.1M
Oppenheimer Asset Management Inc. 0.12% Reduce -3.1% 62,187 $11.1M
Investment Management Corp of Ontario 0.17% Add +68.5% 62,090 $11.1M
Elo Mutual Pension Insurance Co 0.18% Add +28.3% 61,898 $11.0M
Entropy Technologies, LP 0.82% Add +8.5% 61,635 $11.0M
LGT Group Foundation 0.13% Reduce -5.0% 60,943 $10.9M
Inspire Investing, LLC 1.06% Reduce -11.2% 61,041 $10.9M
Kingdon Capital Management, L.L.C. 1.67% Add +9.1% 60,000 $10.7M
Greenland Capital Management LP 1.71% Add +331.5% 61,656 $10.6M
Agf Management Ltd. 0.05% Reduce -1.9% 59,658 $10.6M
Longbow Finance SA 1.04% No change 58,895 $10.5M
Cwm, LLC 0.03% Add +160.6% 58,540 $10.4M
Advisors Asset Management, Inc. 0.18% Reduce -8.2% 58,292 $10.4M
Azimuth Capital Investment Management LLC 0.36% Reduce -1.3% 56,349 $10.0M
U.S. Capital Wealth Advisors, LLC 0.27% Reduce -3.4% 56,257 $10.0M
Windle Wealth, LLC 4.47% Reduce 0.0% 56,040 $10.0M
Harbour Trust & Investment Management Co 1.01% Reduce -0.9% 54,618 $9.7M
Allspring Global Investments Holdings, LLC 0.02% Add +2.5% 54,226 $9.7M
Abn Amro Investment Solutions 0.20% Add +427.9% 54,514 $9.7M
Pacer Advisors, Inc. 0.02% Reduce -19.0% 53,353 $9.5M
WESPAC Advisors SoCal, LLC 1.92% Reduce -1.7% 52,994 $9.4M
Pensionfund PDN 6.08% No change 52,753 $9.4M
Pinnacle Associates Ltd. 0.12% Reduce -1.5% 52,597 $9.4M
Waterfront Capital Partners, LLC 6.13% Reduce -52.5% 52,551 $9.4M
Aptus Capital Advisors, LLC 0.08% Add +6.8% 52,148 $9.3M
CPC Advisors, LLC 0.98% Add +1.3% 51,919 $9.2M
Truist Financial Corp. 0.01% Add +2.1% 50,974 $9.1M
Atria Investments, Inc 0.10% Add +3.8% 50,783 $9.0M
US Bancorp \de 0.01% Add +4.2% 50,400 $9.0M
Corient Private Wealth LP 0.01% Add +14.2% 50,152 $8.9M
Nearwater Capital Markets, Ltd 0.12% Reduce -50.0% 50,000 $8.9M
Capital International Sarl 0.15% Add +31.9% 48,727 $8.7M
Vident Advisory, LLC 0.08% Add +5.4% 48,320 $8.6M
Ieq Capital, LLC 0.03% Add +134.6% 47,749 $8.5M
Signature Estate & Investment Advisors LLC 0.18% Add +3192.6% 47,380 $8.4M
GeoWealth Management, LLC 0.31% Add +2.6% 47,236 $8.4M
Naviter Wealth, LLC 0.97% Add +8.8% 46,825 $8.3M
Pathstone Holdings, LLC 0.03% Reduce -0.5% 46,762 $8.3M
Advisors Management Group Inc. 1.46% Reduce -12.3% 46,726 $8.3M
Stevens Capital Management LP 1.10% Add +13.6% 46,549 $8.3M
Triasima Portfolio Management inc. 1.24% Add +8.9% 46,209 $8.2M
Horizon Investments, LLC 0.11% Add +26.1% 46,367 $8.2M
Mizuho Securities USA LLC 0.17% Add +13.5% 48,713 $8.2M
Callahan Advisors, LLC 0.69% Add +3.1% 45,797 $8.2M
Windward Capital Management Co. 0.65% Reduce -0.7% 45,765 $8.2M
Brookstone Capital Management 0.10% Add +487.3% 45,359 $8.1M
Peapack Gladstone Financial Corp. 0.10% Add +1.7% 43,963 $7.8M
Empowered Funds, LLC 0.08% Add +23.8% 43,955 $7.8M
Meiji Yasuda Asset Management Co Ltd. 0.37% Reduce -0.9% 43,912 $7.8M
MML Investors Services, LLC 0.02% Reduce -1.3% 43,908 $7.8M
Vanderbilt University 1.29% Add +22.0% 43,609 $7.8M
Focus Partners Wealth 0.01% Add +9.0% 42,614 $7.6M
Kentucky Retirement Systems 0.21% Add +6.4% 42,016 $7.5M
Carret Asset Management, LLC 0.72% Reduce -1.3% 41,611 $7.4M
Man Group plc 0.01% Add +19.1% 41,561 $7.4M
Waverly Advisors, LLC 0.07% Reduce -18.9% 41,112 $7.3M
Oddo BHF Asset Management Sas 0.28% Add +168.7% 40,756 $7.3M
Daiichi Life Insurance Co., Ltd. 0.18% Add +1.9% 40,329 $7.2M
Banque Cantonale Vaudoise 0.27% Add +1.4% 39,888 $7.1M
Spirit of America Management Corp. 1.42% Add +1.8% 39,825 $7.1M
Hartford Investment Management Co. 0.21% Add +4.6% 39,272 $7.0M
TCW Group Inc. 0.06% Reduce -55.3% 39,018 $7.0M
Brasada Capital Management, LP 1.18% Reduce -3.9% 39,508 $6.9M
DoubleLine ETF Adviser LP 2.04% Add +5.8% 37,932 $6.8M
ING Groep NV 0.04% Add +19.9% 37,812 $6.7M
Sterling Capital Management LLC 0.09% Reduce -1.2% 36,093 $6.4M
KMG Fiduciary Partners, LLC 0.43% Reduce -0.7% 35,654 $6.4M
Louisiana State Employees Retirement System 0.10% Add +7.0% 35,100 $6.3M
Gulf International Bank (UK) Ltd 0.20% Add +1.7% 33,920 $6.0M
Vise Technologies, Inc. 0.22% Add +1.6% 33,692 $6.0M
Vontobel Holding Ltd. 0.02% Add +20.5% 33,441 $6.0M
Maryland State Retirement & Pension System 0.12% Add +4.8% 33,359 $5.9M
Beck Capital Management, LLC 1.37% Add +0.9% 33,280 $5.9M
First Pacific Financial 0.82% Add +31.8% 33,277 $5.9M
Vestmark Advisory Solutions, Inc. 0.11% Reduce -24.1% 33,201 $5.9M
Kestra Private Wealth Services, LLC 0.08% Add +0.0% 33,079 $5.9M
Fairfield Financial Advisors, LTD 1.98% Add +24.6% 33,052 $5.9M
Ostrum Asset Management 0.26% Add +7.9% 33,003 $5.9M
B. Metzler seel. Sohn & Co. AG 0.05% Add +6.8% 32,948 $5.9M
GC Wealth Management RIA, LLC 0.19% Add +18.6% 32,712 $5.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -18.5% 32,596 $5.8M
Easterly Investment Partners LLC 0.39% Reduce -75.4% 32,436 $5.8M
Legacy CG, LLC 1.62% Reduce -0.1% 32,392 $5.8M
Securian Asset Management, Inc. 0.15% Reduce -0.6% 32,300 $5.8M
Westfield Capital Management Co. LP 0.02% New 32,189 $5.7M
Blair William & Co. 0.02% Add +0.6% 31,778 $5.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.43% No change 31,600 $5.6M
Generali Asset Management SPA SGR 0.12% Add +2.8% 30,781 $5.5M
D L Carlson Investment Group Inc. 0.92% Add +0.1% 30,701 $5.5M
Point72 Asset Management 0.01% Reduce -77.2% 29,998 $5.3M
Merit Financial Group, LLC 0.05% Add +6.4% 29,647 $5.3M
&partners 0.03% Add +2.6% 29,407 $5.2M
Oppenheimer & Co. Inc. 0.06% Add +0.3% 29,352 $5.2M
Allstate Corp. 0.12% Add +369.5% 28,956 $5.2M
FJ Capital Management LLC 0.55% Add +1.4% 28,845 $5.1M
Pensionfund Sabic 1.39% Reduce -1.7% 28,559 $5.1M
Orion Porfolio Solutions, LLC 0.04% Add +17.2% 28,189 $5.0M
Beacon Financial Planning, Inc. 2.59% Add +3.1% 28,119 $5.0M
New Mexico Educational Retirement Board 0.16% Add +1.4% 28,048 $5.0M
Boothbay Fund Management, LLC 0.13% Reduce -34.0% 27,890 $5.0M
E. Ohman J:or Asset Management AB 0.12% No change 27,594 $4.9M
Rainey & Randall Wealth Advisors Inc. 0.82% Add +0.1% 27,578 $4.9M
Azzad Asset Management Inc. 0.48% Add +21.1% 27,212 $4.8M
Pinnacle Wealth Management Advisory Group, LLC 0.36% Reduce -0.8% 26,846 $4.8M
AMF Tjanstepension AB 0.03% Add +68.3% 26,507 $4.7M
Boston Family Office LLC 0.29% Reduce -0.4% 25,659 $4.6M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 25,500 $4.5M
Atlantic Union Bankshares Corp 0.08% Add +1.0% 25,092 $4.5M
Westover Capital Advisors, LLC 0.82% Reduce -2.7% 24,952 $4.4M
Raiffeisen Bank International AG 0.06% Add +41.1% 25,172 $4.4M
MAI Capital Management 0.03% Reduce -2.2% 24,838 $4.4M
Brown Advisory Inc. 0.01% Reduce -0.4% 24,600 $4.4M
LBP Am SA 0.05% Reduce -2.1% 24,449 $4.4M
Romano Brothers and Company 0.50% Reduce -0.7% 24,332 $4.3M
GAMCO Investors 0.04% No change 24,166 $4.3M
Crossmark Global Holdings, Inc. 0.06% Reduce -13.8% 24,137 $4.3M
AIA Group Ltd 0.08% Add +53.9% 24,000 $4.3M
Hamilton Capital Partners Inc. 0.18% Add +15.3% 23,998 $4.3M
DRW Securities, LLC 0.22% Add +161.8% 23,960 $4.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.47% No change 23,650 $4.2M
Assenagon Asset Management S.A. 0.01% Add +2.0% 23,212 $4.1M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +3.9% 23,129 $4.1M
Perpetual Ltd 0.05% Reduce -4.0% 23,086 $4.1M
Summit Place Financial Advisors, LLC 1.92% Reduce -5.1% 22,821 $4.1M
Bleakley Financial Group, LLC 0.09% Add +5.9% 22,789 $4.1M
United Capital Financial Advisors, LLC 0.03% Reduce -1.5% 22,781 $4.1M
Spinnaker Trust 0.22% Reduce -12.9% 22,500 $4.0M
Machina Capital S.A.S. 0.70% Reduce -8.4% 22,471 $4.0M
Private Advisor Group, LLC 0.02% Add +18.2% 22,107 $3.9M
Gladstone Institutional Advisory LLC 0.15% Add +37.4% 21,843 $3.9M
Ascent Group, LLC 0.14% Reduce -1.2% 21,785 $3.9M
Allworth Financial LP 0.02% Add +4.2% 21,756 $3.9M
AG2R La Mondiale Gestion D'actifs 0.20% No change 25,159 $3.9M
Patton Fund Management, Inc. 0.69% Reduce -1.6% 21,487 $3.8M
Verition Fund Management LLC 0.02% Reduce -53.0% 21,351 $3.8M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +7.5% 21,316 $3.8M
Commerce Bank 0.02% Add +9.1% 21,304 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +44.8% 21,262 $3.8M
Nations Financial Group Inc, /Ia/ 0.23% Add +13.5% 21,131 $3.8M
Argentarii, LLC 1.50% No change 21,102 $3.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.8% 21,095 $3.8M
Portfolio Design Labs, LLC 0.64% Reduce -6.7% 21,002 $3.7M
Kestra Advisory Services, LLC 0.02% Add +66.8% 20,507 $3.7M
Red Cedar Investment Management, LLC 0.43% Add +36.4% 20,440 $3.6M
Sarasin & Partners LLP 0.04% Reduce -70.3% 20,633 $3.6M
OMERS ADMINISTRATION Corp 0.03% No change 20,194 $3.6M
Transamerica Financial Advisors, LLC 0.30% Reduce -4.0% 20,127 $3.6M
Asset Planning,Inc 2.59% Reduce -0.5% 20,111 $3.6M
Marvin & Palmer Associates Inc. 2.65% Reduce -0.8% 19,691 $3.6M
Bleichroeder LP 0.70% No change 20,000 $3.6M
Arkadios Wealth Advisors 0.09% Add +104.6% 19,854 $3.5M
Kintegral Advisory, LLC 0.30% Reduce -0.5% 19,796 $3.5M
V-Square Quantitative Management LLC 0.59% Add +4.1% 19,760 $3.5M
Great Diamond Partners, LLC 0.68% Add +15.9% 19,729 $3.5M
iA Global Asset Management Inc. 0.05% New 19,575 $3.5M
Concurrent Investment Advisors, LLC 0.06% Reduce -1.1% 19,500 $3.5M
Exchange Traded Concepts, LLC 0.03% Add +94.2% 18,857 $3.4M
Siemens Fonds Invest GmbH 0.18% Reduce -2.1% 18,547 $3.3M
M&T Bank Corp 0.01% Reduce -76.9% 18,507 $3.3M
Park Avenue Securities LLC 0.03% Add +7.6% 18,365 $3.3M
Wahed Invest LLC 0.45% Add +2.8% 18,306 $3.3M
Fifth Third Wealth Advisors LLC 0.12% Add +7.3% 18,117 $3.2M
Chesley Taft & Associates LLC 0.14% Add +10.9% 18,048 $3.2M
Sequoia Financial Advisors, LLC 0.02% Add +23.8% 18,044 $3.2M
Mufg Securities Americas Inc. 0.21% Add +31.0% 18,036 $3.2M
Meiji Yasuda Life Insurance Co 0.09% Add +3.5% 17,956 $3.2M
Kornitzer Capital Management Inc. 0.06% No change 17,900 $3.2M
Squarepoint Ops LLC 0.01% Reduce -82.1% 17,840 $3.2M
Kentucky Retirement Systems Insurance Trust Fund 0.21% Add +5.0% 17,611 $3.1M
SteelPeak Wealth, LLC 0.10% New 17,330 $3.1M
Stance Capital LLC 1.13% Add +8.2% 17,304 $3.1M
MASTERINVEST Kapitalanlage GmbH 0.30% Reduce -3.4% 17,294 $3.1M
Praxis Investment Management Inc. 0.18% Add +18.9% 17,153 $3.1M
Drake & Associates, LLC 0.64% Reduce -15.3% 16,299 $3.0M
Shell Asset Management Co. 0.30% Reduce -57.5% 16,993 $3.0M
Capital Investment Advisors, LLC 0.05% Reduce -2.0% 16,825 $3.0M
Verde Capital Management 0.65% Add +0.5% 16,584 $3.0M
Impax Asset Management Group plc 0.02% Reduce -10.1% 16,548 $2.9M
D.A. Davidson & Co. 0.02% Add +0.1% 16,451 $2.9M
Nilsine Partners, LLC 0.26% Add +10.8% 16,444 $2.9M
Walleye Trading LLC 0.05% New 16,421 $2.9M
Tower Research Capital LLC (TRC) 0.08% Reduce -68.7% 16,293 $2.9M
Walleye Capital LLC 0.03% Reduce -5.1% 16,273 $2.9M
Liberty Capital Management, Inc. 0.55% Reduce -1.1% 16,257 $2.9M
PEAK6 LLC 0.07% Add +653.4% 16,175 $2.9M
Canada Post Corp Registered Pension Plan 0.13% Add +24.6% 16,349 $2.9M
HB Wealth Management, LLC 0.02% Add +27.7% 16,025 $2.9M
Caprock Group, LLC 0.07% — 16,948 $2.9M
Edgemoor Investment Advisors, Inc. 0.22% Reduce -1.1% 15,885 $2.8M
Quadrant Capital Group LLC 0.09% Add +0.6% 15,878 $2.8M
Harvest Fund Management Co., Ltd 0.12% Reduce -10.0% 17,622 $2.8M
YHB Investment Advisors, Inc. 0.20% Add +9.9% 15,557 $2.8M
Sound View Wealth Advisors Group, LLC 0.19% Add +9.2% 15,526 $2.8M
NewEdge Advisors, LLC 0.01% Add +23.9% 15,413 $2.7M
Simon Quick Advisors, LLC 0.12% Add +0.5% 15,169 $2.7M
BDF-Gestion 0.32% New 15,015 $2.7M
Meeder Advisory Services, Inc. 0.12% Add +8.3% 14,958 $2.7M
O'ROURKE & COMPANY, Inc 1.10% Reduce -1.0% 14,786 $2.6M
Algert Global LLC 0.04% New 14,731 $2.6M
Sumitomo Life Insurance Co. 0.08% Reduce -3.1% 14,663 $2.6M
Centiva Capital, LP 0.24% Add +167.6% 14,636 $2.6M
Edgestream Partners, L.P. 0.08% Add +819.4% 14,636 $2.6M
Twin Capital Management Inc. 0.33% Reduce -23.8% 14,613 $2.6M
Choreo, LLC 0.03% Reduce -0.1% 14,575 $2.6M
Coldstream Capital Management Inc. 0.03% Add +24.2% 14,540 $2.6M
CreativeOne Wealth, LLC 0.06% Add +23.7% 14,128 $2.5M
Old Second National Bank of Aurora 0.52% Reduce -2.2% 14,058 $2.5M
GAMMA Investing LLC 0.14% Add +12.4% 13,872 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -8.2% 13,846 $2.5M
Diversified Trust Co. 0.05% Reduce -22.9% 13,821 $2.5M
Advance Capital Management, Inc. 0.11% Add +0.3% 13,726 $2.4M
Benjamin Edwards Inc. 0.03% Add +4.3% 13,624 $2.4M
Centaurus Financial, Inc. 0.11% Add +5.7% 13,621 $2.4M
NTV Asset Management LLC 0.26% Reduce -1.5% 13,327 $2.4M
Garrison Bradford & Associates Inc. 2.52% Add +15.3% 13,251 $2.4M
Arax Advisory Partners 0.03% Add +644.3% 12,996 $2.3M
Waterloo Capital, L.P. 0.17% Add +36.9% 12,895 $2.3M
MUFG Securities EMEA plc 0.06% Add +597.3% 12,802 $2.3M
RDA Financial Network 0.56% Reduce -2.4% 12,729 $2.3M
American Assets Capital Advisers, LLC 2.39% Add +36.1% 12,723 $2.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -9.7% 12,546 $2.2M
HighPoint Advisor Group LLC 0.10% Add +3.9% 12,372 $2.2M
Wesbanco Bank Inc. 0.06% Reduce -5.5% 12,335 $2.2M
World Investment Advisors 0.04% Add +460.2% 12,296 $2.2M
Harvest Investment Services, LLC 0.43% Add +28.3% 12,077 $2.2M
Signaturefd, LLC 0.03% Add +5.9% 12,038 $2.1M
Western Financial Corp 0.92% Add +1.7% 11,874 $2.1M
Prospera Financial Services Inc 0.04% Add +15.2% 11,866 $2.1M
J.W. Cole Advisors, Inc. 0.04% Reduce -1.9% 11,649 $2.1M
Pinebridge Investments, L.P. 0.02% Add +45.7% 11,607 $2.1M
Triglav Investments, D.O.O. 0.14% New 11,600 $2.1M
Virtus Investment Advisers, LLC 0.59% Add +22.8% 11,574 $2.1M
Ossiam 0.03% Reduce -25.7% 11,499 $2.0M
Independent Advisor Alliance 0.05% Reduce -2.0% 11,426 $2.0M
Summit Trail Advisors, LLC 0.03% Add +77.1% 11,423 $2.0M
Mount Lucas Management LP 0.91% Add +3.3% 11,382 $2.0M
Florida Trust Wealth Management Co 0.06% Add +20.5% 11,253 $2.0M
OneDigital Investment Advisors LLC 0.02% Reduce -3.4% 11,109 $2.0M
GF Fund Management Co. LTD. 0.04% Reduce -4.4% 10,932 $1.9M
Rakuten Investment Management, Inc. 0.01% — 13,522 $1.9M
American Financial Advisors, LLC 0.25% Reduce -17.7% 10,863 $1.9M
Principal Securities, Inc. 0.03% Add +5.6% 10,843 $1.9M
Cullinan Associates Inc. 0.12% Add +16.3% 10,715 $1.9M
Welch Group, LLC 0.07% No change 10,703 $1.9M
Ballentine Partners, LLC 0.03% Add +9.5% 10,663 $1.9M
Paradigm Asset Management Co. LLC 0.43% No change 10,538 $1.9M
Baird Financial Group, Inc. 0.00% Reduce -3.1% 10,531 $1.9M
Tema ETFs LLC 0.15% New 10,214 $1.8M
AlphaQuest LLC 0.12% Add +16.6% 10,153 $1.8M
Glenmede Investment Management, LP 0.01% Add +1.1% 10,129 $1.8M
Wealthspire Retirement, LLC 0.12% Reduce -0.9% 10,120 $1.8M
Brant Point Investment Management LLC 0.40% New 10,000 $1.8M
Westerkirk Capital Inc. 0.20% No change 10,000 $1.8M
American Assets Investment Management, LLC 0.13% No change 10,000 $1.8M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.86% New 10,000 $1.8M
Coastal Bridge Advisors, LLC 0.13% Reduce -0.3% 9,979 $1.8M
Dorsey Wright & Associates 0.40% Reduce -0.3% 9,974 $1.8M
Illinois Municipal Retirement Fund 0.02% Reduce -34.2% 9,825 $1.8M
Frank, Rimerman Advisors LLC 0.11% Add +0.6% 9,774 $1.7M
Stephens Inc. 0.02% Add +1.7% 9,666 $1.7M
Greenleaf Trust 0.02% Reduce -0.8% 9,644 $1.7M
Agate Pass Investment Management, LLC 0.65% Reduce -1.0% 9,585 $1.7M
Integrated Wealth Concepts LLC 0.02% Add +21.8% 9,579 $1.7M
Mgo One Seven LLC 0.04% Add +23.8% 9,574 $1.7M
Independent Financial Group, LLC 0.04% Reduce -6.9% 9,496 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -3.3% 9,459 $1.7M
Arbor Capital Management Inc. 1.34% Reduce -6.1% 9,461 $1.7M
Cornell Pochily Investment Advisors, Inc. 0.50% Reduce -2.0% 9,335 $1.7M
Denali Advisors LLC 0.19% Reduce -36.0% 9,215 $1.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +236.2% 9,182 $1.6M
Trueblood Wealth Management, LLC 0.62% Add +0.1% 8,983 $1.6M
Jeppson Wealth Management, LLC 0.51% Reduce -4.3% 8,963 $1.6M
Wedmont Private Capital 0.06% Add +5.9% 9,222 $1.6M
Callan Family Office, LLC 0.05% Reduce -20.7% 8,822 $1.6M
Bailard, Inc. 0.03% Add +35.4% 8,820 $1.6M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +8.3% 8,813 $1.6M
Hartford Funds Management Co LLC 0.13% Reduce -9.1% 8,806 $1.6M
Capital Square, LLC 0.80% Add +8.5% 8,788 $1.6M
Bokf, NA 0.02% Add +4.2% 8,764 $1.6M
Prestige Wealth Management Group LLC 0.30% Add +4.2% 8,726 $1.6M
Everhart Financial Group, Inc. 0.15% Add +16.8% 8,569 $1.5M
Beacon Pointe Advisors, LLC 0.01% Reduce -14.5% 8,537 $1.5M
Bessemer Group Inc. 0.00% Add +4.0% 8,520 $1.5M
Farther Finance Advisors, LLC 0.02% Add +18.6% 8,468 $1.5M
Schnieders Capital Management, Llc. 0.24% — 8,404 $1.5M
Two Sigma Advisers, LP 0.00% New 8,400 $1.5M
Ritholtz Wealth Management 0.03% Add +20.9% 8,385 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.43% Reduce -9.8% 8,350 $1.5M
Sigma Planning Corp 0.04% Reduce -14.5% 8,289 $1.5M
Pension & Wealth Management Advisors, Inc. 0.46% Add +0.5% 8,244 $1.5M
Profund Advisors LLC 0.05% Reduce -1.0% 8,217 $1.5M
Emergent Wealth Advisors, LLC 0.85% Add +10.2% 8,185 $1.5M
Savvy Advisors, Inc. 0.07% Add +110.9% 8,111 $1.4M
Allianz SE 0.03% Reduce -1.7% 8,110 $1.4M
NorthRock Partners, LLC 0.03% Add +16.9% 8,085 $1.4M
Wolverine Asset Management LLC 0.10% Add +19.2% 8,067 $1.4M
PFG Investments, LLC 0.07% Reduce -4.3% 7,950 $1.4M
Ancora Advisors LLC 0.03% No change 7,940 $1.4M
Kingsview Wealth Management, LLC 0.02% Add +8.6% 7,932 $1.4M
Quantum Portfolio Management LLC 0.41% Add +49.4% 7,820 $1.4M
James Investment Research, Inc. 0.15% New 7,815 $1.4M
Sax Wealth Advisors, LLC 0.07% Add +0.2% 7,764 $1.4M
Carnegie Investment Counsel 0.03% Reduce -1.2% 7,716 $1.4M
Savant Capital, LLC 0.01% Add +11.6% 7,664 $1.4M
Fig Financial Advisory Services Inc. 0.84% Reduce -1.1% 7,564 $1.3M
Westwood Holdings Group Inc. 0.01% Reduce -76.0% 7,504 $1.3M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -7.3% 7,125 $1.3M
Synovus Financial Corp. 0.02% Add +5.6% 7,439 $1.3M
Highview Capital Management LLC 0.49% Reduce -3.2% 7,430 $1.3M
Midwest Trust Co 0.02% Reduce -22.5% 7,322 $1.3M
Stiles Financial Services Inc 0.41% Reduce -4.1% 7,229 $1.3M
Purkiss Capital Advisors LLC 0.61% Add +3.3% 7,187 $1.3M
Huntington National Bank 0.01% Add +7.7% 7,144 $1.3M
Community Bank & Trust, Waco, Texas 0.26% Reduce -2.1% 7,139 $1.3M
Checchi Capital Advisers, LLC 0.09% Reduce -33.6% 7,128 $1.3M
Farmers & Merchants Investments Inc. 0.04% Add +0.2% 7,049 $1.3M
Compound Planning, Inc. 0.04% Add +9.6% 7,010 $1.2M
Morey & Quinn Wealth Partners, LLC 0.92% Reduce -0.3% 6,998 $1.2M
Ofi Invest Asset Management 0.03% Reduce -10.5% 8,188 $1.2M
Brighton Jones LLC 0.03% Add +29.0% 6,923 $1.2M
Wealth Architects, LLC 0.12% Reduce -0.0% 6,906 $1.2M
Great Lakes Advisors, LLC 0.01% Add +95.8% 6,868 $1.2M
Smartleaf Asset Management LLC 0.08% Add +36.8% 6,939 $1.2M
Penserra Capital Management LLC 0.01% Add +0.6% 6,865 $1.2M
180 Wealth Advisors, LLC 0.15% Reduce -1.1% 6,843 $1.2M
Commerzbank Aktiengesellschaft 0.03% Add +18.2% 6,840 $1.2M
Morangie Management LLC 1.05% Add +36.2% 6,833 $1.2M
Wolverine Trading, LLC 0.02% Add +219.9% 6,871 $1.2M
DAVENPORT & Co LLC 0.01% Add +11.1% 6,615 $1.2M
Kingswood Wealth Advisors, LLC 0.07% Add +112.3% 6,565 $1.2M
Cigna Investments Inc. 0.16% Add +1.5% 6,518 $1.2M
Parallel Advisors, LLC 0.02% Add +7.9% 6,496 $1.2M
Level Four Advisory Services, LLC 0.04% Reduce -2.2% 6,427 $1.1M
Dodds Wealth, LLC 0.28% No change 6,422 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +3.2% 6,401 $1.1M
Mattson Financial Services, LLC 0.27% New 6,387 $1.1M
RiverFront Investment Group, LLC 0.02% No change 6,346 $1.1M
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -28.6% 6,297 $1.1M
Saturna Capital Corp. 0.01% Add +20.9% 6,280 $1.1M
Richwood Investment Advisors, LLC 0.87% Reduce -0.6% 6,232 $1.1M
Values First Advisors, Inc. 0.59% Add +1.0% 6,229 $1.1M
Modern Wealth Management, LLC 0.02% Reduce -7.8% 6,229 $1.1M
Equitable Holdings, Inc. 0.01% Add +62.0% 6,200 $1.1M
Perigon Wealth Management, LLC 0.02% Add +24.9% 6,151 $1.1M
Ellevest, Inc. 0.16% Reduce -8.5% 6,147 $1.1M
Pacific Sun Financial Corp 0.53% No change 6,138 $1.1M
Ameritas Investment Partners, Inc. 0.03% Add +4.3% 6,096 $1.1M
Clearstead Advisors, LLC 0.02% Add +40.7% 6,067 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -0.8% 6,054 $1.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% Reduce -41.5% 6,049 $1.1M
Dudley Capital Management, LLC 0.48% No change 6,025 $1.1M
Flow Traders U.S. LLC 0.04% New 6,010 $1.1M
Phoenix Financial Ltd. 0.01% Reduce -29.7% 6,006 $1.1M
Texas Yale Capital Corp. 0.03% Add +3.7% 6,002 $1.1M
Hantz Financial Services, Inc. 0.02% Reduce -28.3% 5,940 $1.1M
Qtron Investments LLC 0.13% Add +10.4% 5,936 $1.1M
Continuum Advisory, LLC 0.11% Add +12.2% 5,932 $1.1M
BSW Wealth Partners 0.13% Add +24.1% 5,928 $1.1M
Summit Financial, LLC 0.02% Add +1.8% 5,914 $1.1M
Ibex Wealth Advisors 0.10% Reduce -0.9% 5,853 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Add +7.3% 5,790 $1.0M
Busey Bank 0.03% Reduce -6.1% 5,751 $1.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Reduce -10.9% 5,713 $1.0M
Trustmark Bank Trust Department 0.07% Add +0.6% 5,692 $1.0M
Burke & Herbert Bank & Trust Co. 0.22% No change 5,680 $1.0M
AlphaCore Capital LLC 0.03% Add +15.8% 5,674 $1.0M
Stableford Capital II LLC 0.36% Add +0.2% 5,649 $1.0M
Contravisory Investment Management, Inc. 0.19% Add +0.2% 5,616 $1.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.35% Reduce -13.8% 5,600 $998K
Monetary Management Group Inc. 0.23% No change 5,600 $998K
Apollon Wealth Management, LLC 0.02% Reduce -3.4% 5,577 $993K
Apella Capital, LLC 0.02% Reduce -5.5% 5,758 $991K
Lumbard & Kellner, LLC 0.36% No change 5,496 $979K
Alteri Wealth LLC 0.33% Reduce -5.5% 5,454 $971K
Syon Capital LLC 0.05% Add +12.8% 5,452 $971K
Legacy Wealth Asset Management, LLC 0.24% Add +14.0% 5,443 $970K
Geneos Wealth Management Inc. 0.02% Reduce -23.4% 5,419 $965K
M&G PLC 0.01% Add +4.1% 5,394 $960K
Finward Bancorp 0.73% Reduce -5.9% 5,381 $959K
Stratos Wealth Partners, LTD. 0.01% Reduce -67.2% 5,374 $957K
Dorsey & Whitney Trust CO LLC 0.05% Add +2.0% 5,274 $940K
Fulcrum Capital LLC 0.19% Reduce -2.0% 5,272 $939K
Retirement Planning Co of New England, Inc. 0.38% Reduce -0.1% 5,267 $938K
Advisors Preferred, LLC 0.14% Reduce -69.0% 5,135 $921K
Sara-Bay Financial 0.26% Add +0.2% 5,156 $918K
Brooklyn Investment Group 0.12% Add +1.6% 5,974 $909K
Benchmark Investment Advisors LLC 0.52% — 5,060 $901K
SJS Investment Consulting Inc. 0.12% Add +400.8% 5,053 $900K
EverSource Wealth Advisors, LLC 0.04% Add +8.2% 5,042 $898K
Integrated Advisors Network LLC 0.04% Add +1.8% 4,998 $890K
Madden Advisory Services, Inc. 0.37% Reduce -5.2% 4,990 $889K
ARS Wealth Advisors Group, LLC 0.09% Reduce -0.1% 4,988 $889K
Tuttle Capital Management, LLC 3.35% No change 4,969 $885K
LongView Wealth Management 0.24% Add +1.5% 4,952 $882K
Investment Advisory Group, LLC 0.24% Add +0.6% 4,920 $876K
Jackson Square Capital, LLC 0.19% Add +133.8% 4,918 $876K
ProVise Management Group, LLC 0.06% No change 4,881 $870K
Cresset Asset Management, LLC 0.00% Add +1.1% 4,875 $868K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +75.3% 4,825 $860K
Quantitative Investment Management, LLC 0.12% New 4,800 $855K
Bard Associates Inc. 0.23% Reduce -66.3% 4,785 $852K
J. Safra Sarasin Holding AG 0.01% Add +153.8% 4,773 $850K
Lederer & Associates Investment Counsel 0.55% Add +1.1% 4,749 $846K
Fluent Financial, LLC 0.33% Add +4.6% 4,719 $841K
Fidelis Capital Partners, LLC 0.07% Add +1.3% 4,697 $837K
Global Retirement Partners, LLC 0.02% Add +3.0% 4,614 $822K
Caerus Investment Advisors, LLC 0.34% New 4,611 $821K
Premier Path Wealth Partners, LLC 0.10% Add +0.6% 4,562 $813K
Valeo Financial Advisors, LLC 0.02% Add +3.0% 4,535 $808K
LRI Investments, LLC 0.07% Reduce -3.0% 4,524 $806K
First American Trust, FSB 0.06% Add +0.4% 4,515 $804K
St Germain D J Co. Inc. 0.03% Add +0.2% 4,475 $797K
Sageworth Trust Co 0.04% New 4,467 $796K
Dogwood Wealth Management LLC 0.36% Reduce -16.9% 4,455 $794K
Moloney Securities Asset Management, LLC 0.09% Reduce -8.7% 4,443 $791K
Tower Bridge Advisors 0.08% No change 4,425 $788K
Associated Banc-Corp 0.02% Reduce -6.0% 4,422 $788K
Evergreen Capital Management LLC 0.02% Add +15.3% 4,406 $785K
Joel Isaacson & Co., LLC 0.03% No change 4,397 $783K
Jackson Creek Investment Advisors LLC 0.23% Reduce -15.9% 4,394 $783K
Ingalls & Snyder LLC 0.03% Reduce -24.1% 4,395 $783K
Manske Wealth Management 0.24% Reduce -3.6% 4,386 $781K
IHT Wealth Management, LLC 0.02% Reduce -1.2% 4,382 $781K
Summit Global Investments 0.05% Reduce -80.8% 4,381 $780K
Plato Investment Management Ltd 0.05% No change 4,392 $776K
PDS Planning, Inc 0.05% Add +1.4% 4,326 $771K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +36.2% 4,319 $769K
Fairtree Asset Management (Pty) Ltd 0.50% New 4,275 $762K
Panoramic Investment Advisors, LLC 0.43% No change 4,252 $757K
Howard Capital Management, LLC 0.01% Add +3.2% 4,247 $756K
Spire Wealth Management 0.03% Add +2516.3% 4,186 $746K
Sage Mountain Advisors LLC 0.04% Reduce -8.4% 4,115 $733K
Marex Group Ltd 0.01% Reduce -50.0% 4,100 $730K
Driehaus Capital Management LLC 0.01% New 4,081 $727K
Baldwin Investment Management, LLC 0.08% No change 4,076 $726K
Harbour Investments, Inc. 0.02% Add +2.3% 4,068 $725K
Legacy Financial Advisors, Inc. 0.10% New 3,988 $710K
Florida Financial Advisors, LLC 0.22% Add +46.4% 3,984 $710K
Elevation Point Wealth Partners, LLC 0.05% Add +310.5% 3,961 $706K
FORA Capital, LLC 0.12% New 3,933 $701K
Southland Equity Partners LLC 0.14% Add +0.2% 3,918 $698K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.8% 3,975 $696K
Comprehensive Money Management Services LLC 0.49% Reduce -7.1% 3,876 $690K
Cambria Investment Management, L.P. 0.04% Add +15.6% 3,865 $689K
Van Hulzen Asset Management, LLC 0.05% No change 3,861 $688K
Glenview Trust Co 0.01% Reduce -2.0% 3,812 $679K
Great Valley Advisor Group, Inc. 0.01% Add +0.4% 3,803 $677K
DigitalBridge Group, Inc. 0.06% New 3,800 $677K
River Street Advisors LLC 0.26% Add +1.3% 3,740 $666K
Marshall Financial Group, LLC 0.13% Reduce -10.8% 3,736 $666K
HF Advisory Group, LLC 0.24% Reduce -0.7% 3,689 $657K
Caldwell Sutter Capital, Inc. 0.28% Reduce -0.7% 3,685 $656K
Panagora Asset Management Inc. 0.00% No change 3,625 $646K
Moors & Cabot, Inc. 0.03% No change 3,609 $643K
LCNB Corp. 0.22% No change 3,566 $635K
Family Wealth Partners, LLC 0.24% Add +69.4% 3,565 $635K
Ashton Thomas Securities, LLC 0.09% Add +5.9% 3,556 $633K
Peak Planning Group, LLC 0.33% Add +0.1% 3,556 $633K
Moran Wealth Management, LLC 0.02% Add +5.5% 3,553 $633K
Flputnam Investment Management Co. 0.01% Reduce -7.5% 3,551 $633K
AA Financial Advisors, LLC 0.12% Reduce -0.9% 3,549 $632K
Balboa Wealth Partners 0.11% Reduce -1.8% 3,529 $629K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -12.3% 3,525 $628K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 3,522 $627K
West Family Investments, Inc. 0.14% Add +1.4% 3,491 $622K
Comprehensive Financial Consultants Institutional, Inc. 0.19% Reduce -12.3% 3,474 $619K
Stonebridge Financial Group, LLC 0.05% Add +0.1% 3,474 $619K
Rehmann Capital Advisory Group 0.03% Add +31.4% 3,472 $619K
Capital Insight Partners, LLC 0.10% Reduce -0.9% 3,470 $618K
Hutchens & Kramer Investment Management Group, LLC 0.24% Add +3.8% 3,449 $614K
Strategy Asset Managers LLC 0.11% Reduce -0.1% 3,443 $613K
Lake Street Private Wealth, LLC 0.08% Reduce -0.6% 3,440 $613K
CoreCap Advisors, LLC 0.02% Add +0.3% 3,401 $606K
IFP Advisors, Inc 0.02% Reduce -5.3% 3,372 $601K
Wealthspire Advisors, LLC 0.00% Reduce -18.8% 3,352 $597K
Conning Inc. 0.02% No change 3,331 $593K
Sfmg, LLC 0.04% Add +1.2% 3,328 $593K
Pinnacle Wealth Management Group, Inc. 0.30% No change 3,318 $591K
Keel Point, LLC 0.04% Add +5.2% 3,314 $590K
Shelton Capital Management 0.01% No change 3,278 $584K
CX Institutional 0.02% Reduce -0.8% 3,268 $582K
Obermeyer Wealth Partners 0.03% Reduce -1.8% 3,265 $582K
HBK Sorce Advisory LLC 0.01% Add +2.6% 3,364 $580K
Point Windward Advisors Inc. 0.27% No change 3,250 $579K
Hendershot Investments Inc. 0.07% No change 3,246 $578K
GTS Securities LLC 0.02% Reduce -59.6% 3,219 $573K
Blue Trust, Inc. 0.01% Add +4.0% 3,208 $571K
Pettyjohn, Wood & White, Inc. 0.09% Reduce -4.0% 3,200 $570K
Harbor Investment Advisory, LLC 0.05% Add +7.0% 3,193 $569K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.13% Add +7.8% 3,190 $568K
AE Wealth Management LLC 0.00% Add +5.8% 3,188 $568K
TD Private Client Wealth LLC 0.01% Add +8.6% 3,174 $565K
L2 Asset Management, LLC 0.08% Add +7.2% 3,145 $560K
Journey Strategic Wealth LLC 0.02% Add +30.4% 3,145 $560K
Evoke Wealth, LLC 0.01% Add +18.9% 3,127 $557K
Mosaic Family Wealth Partners, LLC 0.06% Add +0.6% 3,117 $549K
Waddell & Associates, LLC 0.05% New 3,071 $547K
B. Riley Wealth Advisors, Inc. 0.03% Add +9.1% 3,064 $546K
Turtle Creek Wealth Advisors, LLC 0.05% Add +108.9% 3,033 $540K
Childress Capital Advisors, LLC 0.10% Add +21.9% 3,030 $540K
Essex Financial Services, Inc. 0.03% Add +13.1% 3,019 $538K
MassMutual Private Wealth & Trust, FSB 0.01% Add +6.2% 3,018 $538K
Fiduciary Trust Co 0.01% Add +14.5% 3,013 $537K
Dividend Assets Capital, LLC 0.09% No change 3,000 $534K
Walter Public Investments Inc. 0.09% New 3,000 $534K
Hilltop Holdings Inc. 0.03% Add +5.2% 2,999 $534K
Valmark Advisers, Inc. 0.01% Reduce -0.9% 2,979 $531K
Whittier Trust Co. 0.01% Reduce -31.4% 3,021 $529K
Brown Financial Advisors 0.19% New 2,960 $527K
Strategic Investment Advisors / MI 0.05% Reduce -5.0% 2,956 $527K
Koshinski Asset Management, Inc. 0.04% Reduce -4.8% 2,923 $521K
Monument Capital Management 0.13% Reduce -10.6% 2,919 $520K
CIBC Private Wealth Group LLC 0.00% Add +18.6% 2,918 $520K
Ameritas Advisory Services, LLC 0.03% Reduce -48.9% 2,918 $520K
Keystone Financial Group 0.04% No change 2,910 $518K
Fiera Capital Corp 0.00% No change 2,902 $517K
LYNX Capital Group Ltd. 0.24% No change 2,878 $513K
Souders Financial Advisors 0.06% Add +6.9% 2,858 $509K
Spirepoint Private Client, LLC 0.05% New 2,858 $509K
Alta Advisers Ltd 0.15% No change 2,833 $505K
Heartland Bank & Trust Co 0.21% Reduce -1.4% 2,821 $503K
Stock Yards Bank & Trust Co. 0.02% Reduce -8.5% 2,813 $501K
Mutual Advisors, LLC 0.01% Add +5.0% 2,818 $496K
Simplicity Wealth,LLC 0.03% New 2,784 $496K
Prosperity Consulting Group, LLC 0.02% Add +11.2% 2,772 $494K
Warwick Investment Management, Inc. 0.09% New 2,770 $493K
Capital Analysts, LLC 0.01% Add +2.3% 2,756 $491K
Wakefield Asset Management LLLP 0.13% Reduce -0.6% 2,740 $488K
Silver Oak Securities, Incorporated 0.04% Add +68.9% 2,730 $486K
Visionary Wealth Advisors 0.02% No change 2,710 $483K
Whipplewood Advisors, LLC 0.32% Reduce -3.4% 2,706 $482K
HUB Investment Partners, LLC 0.02% New 2,703 $482K
GWN Securities Inc. 0.11% Reduce -9.4% 2,679 $479K
Intrua Financial, LLC 0.06% New 2,675 $477K
Bowman & Co S.C. 0.20% No change 2,665 $475K
Covenant Asset Management, LLC 0.09% No change 2,659 $474K
Hartline Investment Corp./ 0.05% No change 2,652 $472K
Personal Cfo Solutions, LLC 0.08% Reduce -14.6% 2,645 $471K
Whalerock Point Partners, LLC 0.10% No change 2,638 $470K
Group One Trading LLC 0.01% New 2,619 $467K
Copley Financial Group, Inc. 0.32% New 2,607 $464K
LGT Fund Management Co Ltd. 0.04% No change 2,568 $461K
Badgley Phelps Wealth Managers, LLC 0.01% No change 2,582 $460K
Jacobi Capital Management LLC 0.03% Add +0.1% 2,579 $459K
QTR Family Wealth, LLC 0.22% Add +35.6% 2,573 $458K
Alps Advisors Inc. 0.00% No change 2,535 $452K
Guyasuta Investment Advisors Inc. 0.03% No change 2,524 $450K
Rothschild Capital Partners, LLC 0.11% No change 2,524 $450K
Gold Investment Management Ltd. 0.15% No change 2,515 $448K
44 Wealth Management LLC 0.15% Reduce -0.5% 2,514 $448K
Brown Brothers Harriman & Co. 0.00% Add +126.2% 2,508 $447K
Valued Retirements, Inc. 0.50% No change 2,904 $446K
Corient IA LP 0.33% No change 2,500 $445K
Hudock, Inc. 0.07% Add +0.2% 2,492 $444K
Cetera Trust Company, N.A 0.25% No change 2,490 $444K
IFG Advisory, LLC 0.02% Add +0.3% 2,489 $443K
Providence Financial Advisors, LLC 0.42% — 2,487 $443K
Retirement Planning Group, LLC / NY 0.33% Add +0.0% 2,477 $441K
Quotient Wealth Partners, LLC 0.01% Reduce -4.7% 2,472 $440K
bLong Financial, LLC 0.30% No change 2,450 $436K
Clifford Swan Investment Counsel LLC 0.01% Add +0.6% 2,423 $432K
Advisory Services Network, LLC 0.01% Add +6.6% 2,392 $426K
First National Bank of Mount Dora, Trust Investment Services 0.09% Reduce -2.9% 2,385 $425K
Mather Group, Llc. 0.00% Add +1.3% 2,377 $424K
Foundations Investment Advisors, LLC 0.01% Reduce -57.2% 2,366 $422K
CHICAGO TRUST Co NA 0.06% New 2,365 $421K
Wedbush Securities Inc. 0.01% Add +10.1% 2,364 $421K
Ascentis Independent Advisors 0.07% Add +6.9% 2,363 $421K
Main Street Financial Solutions, LLC 0.03% New 2,334 $416K
Composition Wealth, LLC 0.01% Add +24.3% 2,324 $414K
Caisse de depot et placement du Quebec 0.00% Add +37.8% 2,312 $412K
Sivia Capital Partners, LLC 0.12% Add +20.8% 2,308 $411K
Planned Solutions, Inc. 0.14% No change 2,307 $411K
MTM Investment Management, LLC 0.13% No change 2,300 $410K
AGH Wealth Advisors, LLC 0.30% Add +1.6% 2,294 $409K
Barnes Pettey Financial Advisors, LLC 0.22% New 2,277 $406K
Resonant Capital Advisors, LLC 0.02% Add +14.7% 2,277 $406K
VestGen Advisors, LLC 0.01% Add +46.0% 2,275 $405K
Advisor OS, LLC 0.03% New 2,246 $400K
Rothschild Wealth LLC 0.09% New 2,238 $399K
Triad Wealth Partners, LLC 0.05% Add +6.5% 2,235 $398K
Transcend Capital Advisors, LLC 0.03% Add +50.7% 2,224 $396K
Parsonex Advisory Services, Inc. 0.27% No change 2,221 $396K
Zions Bancorporation, National Association 0.02% Add +38.1% 2,216 $395K
Painted Porch Advisors LLC 0.15% Add +0.3% 2,196 $391K
Blue Fin Capital, Inc. 0.06% Reduce -0.6% 2,196 $391K
Shelton Wealth Management, LLC 0.18% Add +0.5% 2,193 $391K
Pflug Koory, LLC 0.18% No change 2,190 $390K
CWA Asset Management Group, LLC 0.01% Add +14.3% 2,169 $386K
Cambiar Investors LLC 0.02% Reduce -7.4% 2,167 $386K
Cary Street Partners Investment Advisory LLC 0.16% Add +13.7% 2,135 $380K
Lazard Asset Management LLC 0.00% No change 2,125 $379K
Krilogy Financial LLC 0.01% New 2,030 $378K
Aureus Asset Management, LLC 0.02% No change 2,116 $377K
Mystic Asset Management, Inc. 0.09% Add +12.4% 2,115 $377K
SVB Wealth LLC 0.02% Add +2.3% 2,114 $377K
Catalyst Financial Partners LLC 0.05% Add +5.8% 2,107 $375K
GM Advisory Group, LLC 0.02% Add +0.1% 2,102 $374K
Pitcairn Co. 0.03% Reduce -19.9% 2,096 $373K
Walter & Keenan Wealth Management LLC /in/ 0.10% Add +1.6% 2,072 $369K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -3.0% 2,072 $369K
Woodmont Investment Counsel LLC 0.02% No change 2,071 $369K
LaSalle St. Investment Advisors, LLC 0.07% Reduce -2.0% 2,040 $363K
Register Financial Advisors LLC 0.14% No change 2,034 $362K
Wealth Alliance, LLC 0.04% Add +2.0% 2,033 $362K
Aprio Wealth Management, LLC 0.04% New 2,025 $361K
Larson Financial Group LLC 0.01% Add +23.2% 2,023 $360K
Evanson Asset Management, LLC 0.02% Add +0.3% 2,003 $357K
Trust Point Inc. 0.03% New 2,002 $357K
C2C Wealth Management, LLC 0.31% No change 2,000 $356K
Bluespring Wealth Management, LLC 0.03% No change 2,000 $356K
Prosperity Financial Group, Inc. 0.13% Add +1.1% 1,947 $347K
Commons Capital, LLC 0.23% Add +0.2% 1,946 $347K
Dynamic Advisor Solutions LLC 0.01% Add +3.6% 1,934 $345K
Bridge Creek Capital Management LLC 0.10% Reduce -1.3% 1,928 $344K
Parkside Financial Bank & Trust 0.03% Add +3.4% 1,928 $343K
Flagship Harbor Advisors, LLC 0.01% Add +38.2% 1,928 $343K
GAM Holding AG 0.02% New 1,927 $343K
Discipline Wealth Solutions, LLC 0.09% New 1,920 $342K
Western Wealth Management, LLC 0.02% Add +4.4% 1,920 $342K
Fortis Group Advisors, LLC 0.06% Add +14.8% 1,873 $339K
Foster Group, Inc. 0.01% Add +0.3% 1,900 $338K
Regions Financial Corp. 0.00% Reduce -34.6% 1,897 $338K
Northcape Wealth Management, LLC 0.10% Reduce -2.6% 1,896 $338K
Capital Advisors Wealth Management, LLC 0.05% Add +3.1% 1,892 $337K
First Affirmative Financial Network 0.16% Reduce -1.7% 1,883 $335K
A4 Wealth Advisors LLC 0.28% — 1,883 $335K
American National Bank & Trust 0.03% Add +3321.8% 1,882 $335K
One Degree Advisors Inc 0.10% Reduce -0.7% 1,883 $335K
Maia Wealth LLC 0.06% New 1,750 $334K
Smith, Moore & Co. 0.03% Add +28.4% 1,872 $334K
Prudent Man Advisors, LLC 0.12% Reduce -61.3% 1,870 $333K
Clarius Group, LLC 0.02% Reduce -17.1% 1,846 $329K
TD Waterhouse Canada Inc. 0.00% Reduce -41.1% 1,830 $328K
Angeles Wealth Management, LLC 0.02% Add +7.8% 1,842 $328K
Modera Wealth Management, LLC 0.00% Add +3.4% 1,807 $322K
Daymark Wealth Partners, LLC 0.01% Reduce -0.6% 1,803 $321K
Accurate Wealth Management, LLC 0.04% Add +8.3% 1,896 $321K
CMC Financial Group 0.59% New 1,800 $321K
Hardy Reed LLC 0.02% Add +13.8% 1,790 $319K
Cromwell Holdings LLC 0.17% No change 1,781 $317K
Values Added Financial LLC 0.14% Add +7.5% 1,776 $316K
Old Mission Capital LLC 0.01% New 1,776 $316K
Crestwood Advisors Group, LLC 0.01% Add +34.5% 1,776 $316K
Fourth Dimension Wealth, LLC 0.12% Add +0.4% 1,765 $314K
Chicago Partners Investment Group LLC 0.01% Add +14.9% 1,747 $314K
Brucke Financial, Inc. 0.18% New 1,733 $314K
Carr Financial Group Corp 0.09% Add +0.3% 1,748 $311K
Optas, LLC 0.05% Add +5.9% 1,736 $309K
Cercano Management LLC 0.01% No change 1,736 $309K
Crawford Investment Counsel Inc. 0.01% No change 1,731 $308K
Cahill Financial Advisors Inc. 0.03% Add +0.1% 1,718 $306K
Regent Peak Wealth Advisors LLC 0.06% — 1,717 $306K
Focus Financial Network, Inc. 0.01% Add +0.1% 1,716 $306K
Motco 0.03% Add +4.6% 1,714 $305K
Fieldview Capital Management, LLC 0.05% New 1,709 $304K
Sentry Investment Management LLC 0.20% Add +14.8% 1,790 $303K
Middleton & Co. Inc. 0.03% No change 1,700 $303K
Lafayette Investments, Inc. 0.06% No change 1,699 $303K
Roehl & Yi Investment Advisors, LLC 0.13% Add +1.4% 1,693 $302K
Eisler Capital Management Ltd. 0.01% Reduce -94.1% 1,689 $301K
FSM Wealth Advisors, LLC 0.04% Add +13.9% 1,662 $296K
Lokken Investment Group LLC 0.10% No change 1,661 $296K
Moss Adams Wealth Advisors LLC 0.02% Add +4.7% 1,659 $296K
Mechanics Bank Trust Department 0.04% No change 1,649 $294K
NorthCrest Asset Manangement, LLC 0.01% New 1,694 $293K
Kanawha Capital Management LLC 0.02% New 1,645 $293K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -14.5% 1,636 $291K
Wealthcare Advisory Partners LLC 0.01% Add +6.5% 1,629 $290K
QVR LLC 0.35% New 1,628 $290K
KCM Investment Advisors LLC 0.01% Add +11.8% 1,626 $290K
Bridgewater Advisors Inc. 0.02% Add +12.5% 1,644 $289K
Ameriflex Group, Inc. 0.11% Add +220.8% 1,623 $289K
Rothschild Investment LLC 0.02% Add +10.8% 1,617 $288K
First Horizon Corp. 0.01% — 1,617 $288K
Leavell Investment Management, Inc. 0.01% No change 1,600 $285K
Hunter Associates Investment Management LLC 0.04% No change 1,600 $285K
Avestar Capital, LLC 0.02% Reduce -40.8% 1,596 $284K
Fortitude Advisory Group L.L.C. 0.15% Reduce -9.9% 1,594 $284K
Gateway Investment Advisers LLC 0.00% Add +8.5% 1,591 $283K
Liberty Wealth Management LLC 0.04% No change 1,589 $283K
Fisher Asset Management 0.00% New 1,587 $283K
CYBER HORNET ETFs LLC 0.18% Add +3.5% 1,582 $282K
Campbell & CO Investment Adviser LLC 0.02% Reduce -38.1% 1,570 $280K
Bogart Wealth, LLC 0.01% Add +0.9% 1,567 $279K
Avidian Wealth Enterprises, LLC 0.01% Add +13.6% 1,567 $279K
Soltis Investment Advisors LLC 0.02% Add +12.4% 1,558 $278K
Strategic Wealth Partners, Ltd. 0.02% Reduce -39.4% 1,557 $277K
Stonebrook Private Inc. 0.06% Add +2.0% 1,555 $277K
McElhenny Sheffield Capital Management, LLC 0.07% Add +12.4% 1,552 $276K
Westside Investment Management, Inc. 0.04% Add +12.3% 1,538 $276K
Moody National Bank Trust Division 0.02% No change 1,545 $275K
Cornerstone Wealth Group, LLC 0.02% Add +5.3% 1,537 $274K
Community Trust & Investment Co. 0.01% No change 1,520 $271K
Kohmann Bosshard Financial Services, LLC 0.03% No change 1,519 $271K
Advisors Capital Management, LLC 0.00% Add +6.8% 1,518 $271K
Onyx Bridge Wealth Group LLC 0.03% Add +3.8% 1,515 $270K
PUREfi Wealth, LLC 0.21% Reduce -16.7% 1,514 $270K
Capital Investment Advisory Services, LLC 0.02% Reduce -6.3% 1,506 $268K
Corton Capital Inc. 0.66% New 1,504 $268K
Hanson & Doremus Investment Management 0.03% No change 1,500 $267K
Certuity, LLC 0.02% New 1,498 $267K
Challenger Wealth Management 0.21% Add +0.4% 1,496 $267K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 1,487 $265K
Courier Capital LLC 0.02% No change 1,487 $265K
FineMark National Bank & Trust 0.01% Add +1.8% 1,486 $265K
Founders Financial Securities LLC 0.02% Reduce -6.3% 1,477 $263K
Concorde Asset Management, LLC 0.11% — 1,484 $262K
Ninepoint Partners LP 0.04% New 1,466 $261K
First Citizens Bank & Trust Co. 0.01% New 1,465 $261K
FourThought Financial Partners, LLC 0.02% Add +0.5% 1,453 $259K
Fairscale Capital, LLC 0.18% No change 1,448 $258K
Full Sail Capital, LLC 0.01% New 1,448 $258K
Investment Partners, LTD. 0.09% Reduce -10.7% 1,441 $257K
Capstone Wealth Management Group, LLC 0.11% Add +7.2% 1,439 $256K
LeConte Wealth Management, LLC 0.17% New 1,437 $256K
Phillips Wealth Planners LLC 0.21% Reduce -3.8% 1,466 $255K
May Hill Capital, LLC 0.07% Add +3.7% 1,431 $255K
Revolve Wealth Partners, LLC 0.03% Add +6.5% 1,426 $254K
AdvisorNet Financial, Inc 0.01% Add +89.5% 1,423 $254K
Vectors Research Management, LLC 0.08% No change 1,422 $253K
Norden Group LLC 0.03% New 1,418 $253K
Global X Japan Co., Ltd. 0.02% Reduce -14.4% 1,410 $251K
Natural Investments, LLC 0.06% Add +5.0% 1,410 $251K
Facet Wealth, Inc. 0.01% Add +9.7% 1,403 $250K
Mattern Wealth Management LLC 0.05% No change 1,400 $249K
Oxford Financial Group, LTD. LLC 0.01% Add +4.5% 1,395 $249K
Werba Rubin Papier Wealth Management 0.04% Add +2.6% 1,392 $248K
Colonial Trust Advisors 0.02% Reduce -17.7% 1,392 $248K
Stonebridge Capital Advisors LLC 0.02% No change 1,388 $247K
MV Capital Management, Inc. 0.02% No change 1,384 $247K
Investment Advisory Services Inc. /TX 0.08% Reduce -12.7% 1,380 $246K
RFG Advisory, LLC 0.01% New 1,365 $243K
Verdence Capital Advisors LLC 0.01% Reduce -38.7% 1,329 $243K
Focused Wealth Management, Inc 0.03% Add +0.1% 1,360 $242K
Aspire Private Capital, LLC 0.05% Add +0.1% 1,354 $241K
Harmony Asset Management LLC 0.08% No change 1,351 $241K
Aberdeen Wealth Management LLC 0.15% No change 1,350 $240K
Sovran Advisors, LLC 0.02% Reduce -5.1% 1,326 $240K
XML Financial, LLC 0.02% No change 1,334 $238K
Drucker Wealth 3.0, LLC 0.04% New 1,330 $237K
Private Management Group Inc. 0.01% New 1,330 $237K
Pinnacle Financial Partners Inc 0.01% Add +1.9% 1,327 $236K
Cinctive Capital Management LP 0.01% Reduce -95.8% 1,317 $235K
TABR Capital Management, LLC 0.16% New 1,327 $234K
Quent Capital, LLC 0.02% New 1,312 $234K
Wharton Business Group, LLC 0.01% No change 1,300 $232K
Allen Mooney & Barnes Investment Advisors LLC 0.04% New 1,294 $230K
Cidel Asset Management Inc. 0.01% Reduce -6.7% 1,275 $227K
Alpha Zero LLC 0.13% New 1,271 $226K
Cyndeo Wealth Partners, LLC 0.01% New 1,261 $225K
Centurion Wealth Management LLC 0.05% New 1,260 $224K
True North Advisors, LLC 0.04% Reduce -16.7% 1,260 $224K
Sowell Financial Services LLC 0.01% Reduce -6.8% 1,254 $223K
Cooper Financial Group 0.02% New 1,254 $223K
Essential Partners LLC 0.07% Add +564.9% 1,250 $223K
Compass Wealth Management, LLC 0.10% New 1,250 $223K
Beacon Financial Group 0.02% New 1,250 $223K
Samalin Investment Counsel, LLC 0.08% New 1,240 $221K
Key Financial Inc 0.04% No change 1,231 $221K
Old Port Advisors 0.06% New 1,238 $221K
Jackson Hole Capital Partners, LLC 0.04% New 1,235 $220K
Scotia Capital Inc. 0.00% New 1,232 $219K
Douglas Lane & Associates, LLC 0.00% New 1,232 $219K
Bar Harbor Wealth Management 0.01% New 1,226 $218K
111 Capital 0.04% New 1,223 $218K
Court Place Advisors, LLC 0.07% New 1,220 $217K
FLC Capital Advisors 0.04% New 1,215 $216K
Argent Advisors, Inc. 0.06% New 1,214 $216K
Stratos Investment Management, LLC 0.01% New 1,207 $215K
Silverlake Wealth Management LLC 0.05% New 1,201 $214K
Sterling Investment Advisors, Ltd. 0.04% New 1,200 $214K
Jag Capital Management, LLC 0.02% New 1,200 $214K
Tritonpoint Wealth, LLC 0.02% New 1,200 $214K
Allen Capital Group, LLC 0.02% New 1,186 $211K
Empower Advisory Group, LLC 0.00% New 1,179 $210K
Holderness Investments Co. 0.04% Reduce -25.4% 1,177 $210K
Greykasell Wealth Strategies, Inc. 0.09% Add +2.0% 1,174 $209K
Van Cleef Asset Management,Inc 0.02% New 1,172 $209K
Park National Corp. 0.01% New 1,172 $209K
Abacus Planning Group, Inc. 0.03% New 1,165 $208K
Colonial Trust Co / SC 0.03% Add +3.8% 1,165 $208K
Keebeck Wealth Management 0.02% New 1,163 $207K
West Michigan Advisors, LLC 0.05% New 1,161 $207K
Summit Securities Group LLC 0.07% Add +173.1% 1,155 $206K
Bedel Financial Consulting, Inc. 0.03% New 1,153 $205K
Birch Hill Investment Advisors LLC 0.01% Reduce -21.7% 1,152 $205K
Whalen Wealth Management Inc. 0.12% New 1,149 $205K
Core Wealth Partners LLC 0.09% New 1,129 $201K
Birch Financial Group, LLC 0.12% New 1,128 $201K
Baker Avenue Asset Management, LP 0.00% New 1,128 $201K
Successful Portfolios LLC 0.12% New 1,125 $200K
Pines Wealth Management, LLC 0.07% New 1,124 $200K
Tradition Wealth Management, LLC 0.01% New 1,123 $200K
Cary Street Partners Financial LLC 0.01% Add +116.2% 1,120 $200K
Arcadia Investment Management Corp. 0.03% No change 1,101 $196K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -13.4% 1,088 $194K
Westfuller Advisors, LLC 0.09% New 1,064 $190K
City State Bank 0.05% No change 1,058 $188K
Steigerwald, Gordon & Koch Inc. 0.02% New 1,046 $186K
Princeton Global Asset Management LLC 0.03% Reduce -0.6% 1,001 $178K
Munich Reinsurance Co Stock Corp in Munich 0.00% — 986 $176K
Bollard Group LLC 0.00% No change 979 $174K
Ascentis Wealth Management, LLC 0.04% Add +70.0% 967 $172K
North Star Investment Management Corp. 0.01% Add +0.7% 956 $170K
Private Trust Co. NA 0.01% Add +2.0% 948 $169K
Family Capital Trust Co 0.05% New 920 $164K
Bayforest Capital Ltd 0.08% New 915 $163K
Point72 (DIFC) Ltd 0.01% Reduce -97.7% 906 $161K
Sit Investment Associates Inc. 0.00% No change 885 $158K
Clearstead Trust, LLC 0.03% No change 871 $155K
Catalyst Capital Advisors LLC 0.00% Reduce -36.1% 869 $155K
HM Payson & Co. 0.00% Add +44.4% 830 $148K
Pathway Financial Advisers, LLC 0.04% New 830 $148K
Physician Wealth Advisors, Inc. 0.02% Add +26.9% 801 $143K
First United Bank & Trust 0.05% No change 800 $143K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 800 $142K
CVA Family Office, LLC 0.02% Add +4.4% 776 $138K
GHP Investment Advisors, Inc. 0.01% No change 775 $138K
Glen Eagle Advisors, LLC 0.02% Add +22.4% 765 $136K
Centennial Bank 0.05% No change 740 $132K
Bruce G. Allen Investments, LLC 0.09% Reduce -0.3% 722 $129K
Inlight Wealth Management, LLC 0.06% No change 720 $128K
Turning Point Benefit Group, Inc. 0.08% New 711 $128K
Flagship Wealth Advisors, LLC 0.04% No change 715 $127K
HHM Wealth Advisors, LLC 0.01% Reduce -2.2% 700 $125K
Webster Bank, N. A. 0.01% No change 700 $125K
Orion Capital Management LLC 0.04% Reduce -50.7% 672 $120K
Lanark Financial, Inc. 0.01% Add +1.1% 666 $119K
Golden State Wealth Management, LLC 0.01% No change 663 $118K
ORG Partners LLC 0.02% Add +13.9% 662 $118K
Wiser Advisor Group LLC 0.15% New 656 $117K
Creative Financial Designs Inc. 0.01% Reduce -2.7% 583 $104K
MeadowBrook Investment Advisors LLC 0.09% No change 574 $102K
Franchise Capital Ltd 0.04% Reduce -26.0% 569 $101K
Bank & Trust Co 0.07% No change 550 $98K
Manchester Capital Management LLC 0.01% Reduce -8.4% 523 $93K
MCF Advisors LLC 0.01% Add +4.6% 523 $93K
Trust Co. of Vermont 0.00% Add +23.7% 522 $93K
Valley National Advisers Inc. 0.01% Add +0.4% 510 $90K
Eastern Bank 0.00% Add +25.9% 500 $89K
Rosenberg Matthew Hamilton 0.02% Reduce -22.4% 491 $87K
FSA Wealth Management LLC 0.03% Add +0.6% 470 $84K
Independence Bank of Kentucky 0.01% Add +32.3% 451 $80K
Pinnacle Bancorp, Inc. 0.02% No change 450 $80K
Sachetta, LLC 0.03% Add +14.9% 448 $80K
Cape Investment Advisory, Inc. 0.08% Add +1.7% 429 $76K
Deseret Mutual Benefit Administrators 0.03% Reduce -8.7% 429 $76K
Cullen/Frost Bankers, Inc. 0.00% Reduce -3.2% 424 $76K
Avalon Trust Co 0.00% New 420 $75K
Caldwell Trust Co 0.01% No change 410 $73K
Asset Dedication, LLC 0.00% No change 405 $72K
Riverview Trust Co 0.09% No change 400 $71K
Mechanics Financial Corp 0.03% No change 400 $71K
Private Wealth Asset Management, LLC 0.01% Add +36.2% 395 $70K
Rise Advisors, LLC 0.02% Add +4.3% 389 $69K
Versant Capital Management, Inc 0.01% Add +6.9% 386 $69K
TCTC Holdings, LLC 0.00% No change 379 $68K
True Wealth Design, LLC 0.02% Add +2231.3% 373 $66K
GW&K Investment Management, LLC 0.00% Add +0.3% 360 $64K
Anchor Investment Management, LLC 0.01% No change 350 $62K
Silvant Capital Management LLC 0.00% No change 348 $62K
Piscataqua Savings Bank 0.05% No change 338 $60K
JPL Wealth Management, LLC 0.01% New 335 $60K
City Holding Co. 0.01% New 334 $59K
Copia Wealth Management 0.04% No change 333 $59K
Salomon & Ludwin, LLC 0.01% New 336 $59K
Financial Management Professionals, Inc. 0.01% Reduce -0.9% 325 $58K
West Financial Advisors, LLC 0.01% No change 320 $57K
Affinity Wealth LLC 0.04% No change 307 $55K
NFSG Corp 0.01% No change 307 $55K
Collier Financial 0.04% — 301 $54K
JNBA Financial Advisors 0.00% No change 300 $54K
IAG Wealth Partners, LLC 0.01% No change 300 $53K
Bell Investment Advisors, Inc 0.01% Reduce -7.0% 293 $52K
Fortitude Family Office, LLC 0.01% No change 292 $52K
Capital Advisors, Ltd. LLC 0.01% No change 294 $52K
Y.D. More Investments Ltd 0.00% Add +585.7% 288 $51K
Truvestments Capital LLC 0.01% Add +13.5% 278 $50K
Manitou Investment Management Ltd. 0.01% No change 270 $48K
Meeder Asset Management Inc. 0.00% Reduce -46.8% 270 $48K
TruNorth Capital Management, LLC 0.01% No change 261 $46K
Creekmur Asset Management LLC 0.01% No change 255 $45K
Financial Perspectives, Inc 0.01% Reduce -11.3% 252 $45K
Covestor Ltd 0.02% Reduce -7.5% 245 $44K
Salem Investment Counselors Inc. 0.00% No change 231 $41K
Boyd Watterson Asset Management LLC 0.01% No change 228 $41K
CBIZ Investment Advisory Services, LLC 0.00% Add +6.1% 226 $40K
Hughes Financial Services, LLC 0.01% Add +1.5% 203 $39K
Hollencrest Capital Management 0.00% No change 215 $38K
Grove Bank & Trust 0.00% No change 212 $38K
N.E.W. Advisory Services LLC 0.00% No change 212 $38K
Sunbelt Securities, Inc. 0.00% Reduce -8.8% 206 $37K
First Command Advisory Services, Inc. 0.00% Reduce -11.6% 205 $37K
Broadwater Capital Management LLC 0.03% Reduce -99.3% 200 $36K
Global Trust Asset Management, LLC 0.02% No change 200 $36K
Global Wealth Strategies & Associates 0.01% New 200 $36K
Mma Asset Management LLC 0.01% New 199 $35K
NBT Bank, N.A. 0.00% Add +17.4% 230 $35K
Roxbury Financial LLC 0.03% No change 196 $35K
Smallwood Wealth Investment Management, LLC 0.02% Add +5.4% 195 $35K
Sound Income Strategies, LLC 0.00% Add +11.3% 206 $35K
WPG Advisers, LLC 0.03% Add +5.5% 191 $34K
Dunhill Financial, LLC 0.01% No change 187 $33K
Quest 10 Wealth Builders, Inc. 0.03% No change 186 $33K
Quarry LP 0.01% New 185 $33K
McIlrath & Eck, LLC 0.00% No change 184 $33K
Brown, Lisle/Cummings, Inc. 0.01% No change 183 $33K
Bank of New Hampshire 0.01% No change 182 $32K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +6.0% 176 $31K
Scarborough Advisors, LLC 0.01% Reduce -34.5% 175 $31K
Bellevue Asset Management, LLC 0.01% Add +0.6% 172 $31K
Wealth Preservation Advisors, LLC 0.02% Reduce -0.6% 172 $31K
Sittner & Nelson, LLC 0.01% No change 171 $30K
GPS Wealth Strategies Group, LLC 0.00% No change 165 $29K
Albion Financial Group 0.00% Add +10.1% 163 $29K
Harbor Capital Advisors, Inc. 0.00% Reduce -9.7% 158 $28K
Park Place Capital Corp 0.01% No change 152 $27K
Nemes Rush Group LLC 0.00% Add +49.0% 149 $27K
Solstein Capital, LLC 0.01% No change 148 $26K
Activest Wealth Management 0.01% Add +8.1% 147 $26K
Burkett Financial Services, LLC 0.01% Add +0.7% 146 $26K
Hazlett, Burt & Watson, Inc. 0.01% No change 142 $26K
Highline Wealth Partners LLC 0.01% Add +20.2% 143 $26K
Armstrong Advisory Group, Inc. 0.00% No change 143 $25K
Howard Hughes Medical Institute 0.01% Add +9.2% 143 $25K
Financial Network Wealth Advisors LLC 0.03% No change 142 $25K
Hager Investment Management Services, LLC 0.01% Add +84.4% 142 $25K
Provenance Wealth Advisors, LLC 0.00% No change 139 $25K
New England Capital Financial Advisors LLC 0.01% No change 136 $24K
Morse Asset Management, Inc 0.00% Add +8.0% 135 $24K
Avion Wealth 0.01% Add +1.5% 135 $24K
Center for Financial Planning, Inc. 0.00% No change 133 $24K
Palisade Asset Management, LLC 0.00% New 131 $23K
Arlington Trust Co LLC 0.00% Reduce -3.0% 131 $23K
Ogorek Anthony Joseph /NY/ 0.01% Add +2.3% 131 $23K
Central Pacific Bank - Trust Division 0.00% No change 125 $22K
Root Financial Partners, LLC 0.00% New 118 $21K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 114 $20K
Coston, McIsaac & Partners 0.00% No change 115 $20K
J.Safra Asset Management Corp 0.00% New 110 $20K
Vision Financial Markets LLC 0.02% No change 110 $20K
IMA Advisory Services, Inc. 0.00% No change 107 $19K
Wolff Wiese Magana LLC 0.01% No change 105 $19K
Evermay Wealth Management LLC 0.00% No change 105 $19K
Abound Wealth Management 0.00% No change 102 $18K
Robinswood Financial LLC 0.01% No change 101 $18K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $18K
Barrett & Company, Inc. 0.01% No change 100 $18K
Perkins Coie Trust Co 0.00% No change 100 $18K
Washington Trust Advisors, Inc. 0.00% No change 100 $18K
Johnson Financial Group, Inc. 0.00% New 95 $17K
Winch Advisory Services, LLC 0.00% No change 94 $17K
Marquette Asset Management, LLC 0.00% New 94 $17K
New Millennium Group LLC 0.01% No change 91 $16K
High Note Wealth, LLC 0.00% Add +4.6% 91 $16K
Raffa Wealth Management, LLC 0.00% Add +24.7% 91 $16K
Binnacle Investments Inc 0.01% Add +7.8% 83 $15K
Citizens National Bank Trust Department 0.00% No change 83 $15K
Red Tortoise LLC 0.01% No change 81 $14K
Reyes Financial Architecture, Inc. 0.01% No change 78 $14K
Measured Wealth Private Client Group, LLC 0.00% New 75 $13K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Reduce -22.3% 73 $13K
Smithfield Trust Co 0.00% New 66 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 65 $12K
Bare Financial Services, Inc 0.00% Add +90.9% 63 $11K
Kilter Group LLC 0.01% Add +7.3% 59 $11K
Birchbrook, Inc. 0.01% No change 59 $10K
SOA Wealth Advisors, LLC. 0.00% No change 10,376 $10K
Loomis Sayles & Co. L P 0.00% Reduce -4.9% 58 $10K
Navigoe, LLC 0.01% No change 60 $10K
Hemington Wealth Management 0.00% Add +23.9% 57 $10K
SouthState Bank Corp 0.00% Reduce -54.1% 56 $10K
Aspect Partners, LLC 0.00% Add +24.4% 56 $10K
Crowley Wealth Management, Inc. 0.01% No change 55 $10K
Pacifica Partners Inc. 0.00% New 54 $10K
Bartlett & Co. Wealth Management LLC 0.00% Add +1250.0% 54 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 53 $10K
Heritage Wealth Advisors 0.00% No change 52 $9K
VSM Wealth Advisory, LLC 0.00% No change 50 $9K
PFS Partners, LLC 0.00% No change 48 $9K
Compass Financial Services Inc 0.00% No change 46 $8K
Redmont Wealth Advisors LLC 0.01% No change 46 $8K
Leonteq Securities AG 0.00% New 44 $8K
Strategic Advocates LLC 0.00% New 41 $7K
Centerpoint Advisors, LLC 0.00% New 42 $7K
Tortoise Investment Management, LLC 0.00% Add +42.3% 37 $7K
Clark Wealth Partners 0.00% Add +17.2% 34 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -98.7% 34 $6K
Wilmington Savings Fund Society, FSB 0.00% Reduce -98.9% 33 $6K
Addison Advisors LLC 0.00% New 32 $6K
DT Investment Partners, LLC 0.00% No change 32 $6K
Principia Wealth Advisory, LLC 0.00% Add +10.3% 32 $6K
TD Capital Management LLC 0.00% No change 31 $6K
Rossby Financial, LCC 0.00% New 30 $5K
TFC Financial Management, Inc. 0.00% No change 30 $5K
WealthCollab, LLC 0.00% Add +123.1% 29 $5K
S&T Bank 0.00% No change 29 $5K
HighMark Wealth Management LLC 0.00% No change 29 $5K
Manning & Napier Advisors LLC 0.00% New 29 $5K
Richardson Financial Services Inc. 0.00% New 27 $5K
Winnacle Wealth LLC 0.00% New 26 $5K
Barnes Dennig Private Wealth Management LLC 0.01% New 26 $5K
Crews Bank & Trust 0.00% No change 26 $5K
IMG Wealth Management, Inc. 0.00% No change 25 $4K
Atlantic Private Wealth, LLC 0.00% New 25 $4K
Creative Capital Management Investments LLC 0.00% New 25 $4K
Nova Wealth Management, Inc. 0.00% No change 25 $4K
Elevation Wealth Partners, LLC 0.00% New 24 $4K
Millstone Evans Group, LLC 0.00% No change 23 $4K
Evergreen Private Wealth LLC 0.00% No change 23 $4K
Guerra Advisors Inc 0.00% New 23 $4K
Cloud Capital Management, LLC 0.00% New 27 $4K
Maseco LLP 0.00% No change 22 $4K
Private Wealth Management Group, LLC 0.00% No change 22 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 22 $4K
Beaird Harris Wealth Management, LLC 0.00% Add +38.5% 18 $3K
Montag A & Associates Inc. 0.00% New 17 $3K
Duncker Streett & Co. Inc. 0.00% No change 17 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 16 $3K
Nvwm, LLC 0.00% No change 16 $3K
Redwood Park Advisors LLC 0.00% No change 15 $3K
Trifecta Capital Advisors, LLC 0.00% No change 15 $3K
Wealth Watch Advisors, INC 0.00% New 15 $3K
Texas Capital Bancshares Inc 0.00% New 14 $2K
Quaker Wealth Management, LLC 0.00% No change 14 $2K
Anfield Capital Management, LLC 0.00% No change 14 $2K
Core Alternative Capital 0.00% No change 14 $2K
Cornerstone Planning Group LLC 0.00% Add +22.1% 94 $2K
Horizon Financial Services, LLC 0.00% New 13 $2K
Rialto Wealth Management, LLC 0.00% No change 13 $2K
Signature Resources Capital Management, LLC 0.00% No change 12 $2K
Strengthening Families & Communities, LLC 0.00% Reduce -8.3% 11 $2K
American Capital Advisory, LLC 0.00% Reduce -15.4% 11 $2K
Clean Yield Group 0.00% No change 11 $2K
Hoey Investments, Inc. 0.00% New 10 $2K
JDM Financial Group LLC 0.00% No change 10 $2K
1620 Investment Advisors, Inc. 0.00% No change 9 $2K
United Community Bank 0.00% New 9 $2K
DecisionPoint Financial, LLC 0.00% No change 8 $1K
Tidemark, LLC 0.00% No change 6 $1K
Financial Gravity Asset Management, Inc. 0.00% — 6 $1K
Davis Capital Management 0.00% — 6 $1K
Cedar Mountain Advisors, LLC 0.00% New 6 $1K
Hurley Capital, LLC 0.00% New 5 $891
Heartwood Wealth Advisors LLC 0.00% New 5 $891
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 4 $713
Breakwater Investment Management 0.00% New 3 $535
Stone House Investment Management, LLC 0.00% New 3 $534
Retirement Wealth Solutions LLC 0.00% No change 1 $100

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