WelltowerWELL

13F holders, Q4 2025 (December 31)
1,437holders +102
128new positions
82sold out
10famous investors
$185.56avg. 13F price*

At the end of Q4 2025, 1,437 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 102 from Q3 2025. 128 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($17.2B), BlackRock, Inc. ($13.5B) and Capital International Investors ($8.8B). 10 famous investors held it, including Ron Baron (0.6% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.2% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions128$340.6M
Exits82$429.9M

All 13F filers, Q3 2025 → Q4 2025: 40,459,742 shares bought and 19,707,949 shares sold, net +20,751,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,437 holders

Vanguard Group Inc. 0.25% Add +2.9% 92,421,471 $17.2B
BlackRock, Inc. 0.23% Add +4.8% 72,780,654 $13.5B
Capital International Investors 1.39% Add +2.0% 47,431,769 $8.8B
State Street Corp. 0.26% Add +1.2% 41,760,328 $7.8B
Cohen & Steers, Inc. 11.25% Reduce -0.2% 33,513,672 $6.2B
Norges Bank 0.58% — 29,450,268 $5.5B
FMR LLC 0.20% Add +4.7% 20,823,073 $3.9B
Bank of America Corp. 0.28% Add +5.3% 20,403,258 $3.8B
Wellington Management Group LLP 0.61% Reduce -6.8% 18,654,487 $3.5B
Geode Capital Management, LLC 0.19% Add +4.8% 17,007,371 $3.2B
T. Rowe Price Associates Inc. 0.34% Add +11.5% 16,826,035 $3.1B
Capital World Investors 0.27% Add +153.0% 10,744,520 $2.0B
Principal Financial Group Inc. 0.96% Reduce -0.9% 10,094,083 $1.9B
Morgan Stanley 0.11% Add +4.9% 10,067,111 $1.9B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.52% Add +28.5% 9,223,095 $1.7B
Northern Trust Corp. 0.21% Reduce -1.3% 8,986,312 $1.7B
JPMorgan Chase & Co. 0.11% Add +8.0% 8,440,994 $1.6B
Charles Schwab Investment Management Inc. 0.24% Add +5.3% 8,405,589 $1.6B
Dimensional Fund Advisors LP 0.32% Add +11.9% 8,287,084 $1.5B
Legal & General Group Plc 0.30% Add +8.7% 7,307,319 $1.4B
Invesco Ltd. 0.12% Reduce -1.3% 6,916,027 $1.3B
Deutsche Bank AG 0.35% Add +20.9% 5,736,928 $1.1B
Centersquare Investment Management LLC 10.16% Add +5.4% 5,542,002 $1.0B
Nuveen, LLC 0.25% Reduce -0.1% 5,065,776 $940.3M
Daiwa Securities Group Inc. 2.70% Reduce -8.8% 4,477,906 $831.1M
Goldman Sachs Group Inc. 0.12% Reduce -26.3% 4,474,117 $830.4M
Bank of New York Mellon Corp 0.13% Add +0.4% 4,028,436 $747.7M
Resolution Capital Ltd 14.65% Reduce -15.0% 3,571,378 $662.9M
Amundi 0.20% Reduce -15.6% 3,500,893 $649.8M
WCM Investment Management, LLC 1.27% Add +2217.2% 3,281,537 $616.9M
CBRE Investment Management Listed Real Assets LLC 8.82% Add +6.1% 3,229,678 $599.5M
Sumitomo Mitsui Trust Group, Inc. 0.35% Add +0.5% 3,185,340 $591.2M
Prudential Financial Inc. 0.66% Reduce -5.8% 2,929,178 $543.7M
HSBC Holdings PLC 0.31% Add +22.4% 2,890,794 $536.8M
Russell Investments Group, Ltd. 0.55% Reduce -19.7% 2,713,841 $504.0M
Ameriprise Financial Inc. 0.11% Reduce -2.0% 2,715,378 $495.8M
Duff & Phelps Investment Management Co. 5.49% Add +4.2% 2,609,690 $484.4M
Sei Investments Co. 0.44% Add +4.5% 2,410,842 $447.5M
PGGM Investments 5.99% Reduce -27.2% 2,038,211 $378.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.25% Add +7.7% 1,966,128 $367.5M
Nordea Investment Management AB 0.31% Add +11.8% 1,930,894 $358.9M
National Pension Service 0.26% Add +13.4% 1,918,528 $356.1M
Swiss National Bank 0.20% Reduce -2.8% 1,832,800 $340.2M
UBS Group AG 0.06% Reduce -46.2% 1,762,436 $327.1M
Aberdeen Group plc 0.49% Reduce -0.2% 1,720,000 $319.2M
California Public Employees Retirement System 0.18% Reduce -0.5% 1,662,173 $308.5M
APG Asset Management US Inc. 2.41% Add +4.0% 1,657,317 $307.6M
Barclays PLC 0.12% Reduce -9.7% 1,650,938 $306.4M
Schroder Investment Management Group 0.23% Reduce -5.5% 1,632,233 $303.0M
CANADA LIFE ASSURANCE Co 0.48% Reduce -9.8% 1,498,905 $278.1M
American Century Companies Inc. 0.13% Add +10.0% 1,374,551 $255.1M
Voya Investment Management LLC 0.28% Reduce -9.3% 1,352,389 $250.3M
Rhumbline Advisers 0.20% Add +4.2% 1,336,459 $248.1M
Asset Management One Co., Ltd. 0.68% Add +2.3% 1,295,970 $245.7M
Alliancebernstein L.P. 0.08% Add +1.3% 1,309,646 $243.1M
Nomura Asset Management Co. Ltd. 0.61% Reduce -4.3% 1,303,156 $241.9M
Baron Capital (BAMCO) 0.64% Add +7.6% 1,277,492 $237.1M
Wells Fargo & Company 0.05% Add +12.8% 1,264,878 $234.8M
Castle Hook Partners LP 3.33% Reduce -3.9% 1,249,056 $231.8M
Public Employees Retirement System of Ohio 0.71% Add +0.4% 1,218,219 $226.1M
Nomura Asset Management International Inc. 0.34% — 1,215,273 $225.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.36% Reduce -1.2% 1,167,278 $217.8M
Lasalle Investment Management Securities LLC 8.48% Reduce -4.4% 1,140,399 $211.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.45% Add +42.0% 1,128,958 $209.5M
Zimmer Partners, LP 5.46% Add +0.9% 1,116,725 $207.3M
Citigroup Inc. 0.14% Add +73.2% 1,091,922 $202.7M
D. E. Shaw & Co. 0.16% Reduce -39.1% 1,089,624 $202.2M
BNP Paribas Financial Markets 0.13% Add +36.3% 1,081,882 $200.8M
KBC Group NV 0.45% Add +10.2% 1,065,357 $197.7M
California State Teachers Retirement System 0.19% Add +0.7% 1,042,366 $193.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Add +384.2% 1,032,264 $191.7M
Adelante Capital Management LLC 12.58% Add +2.7% 1,005,930 $186.7M
Royal Bank of Canada 0.03% Add +23.4% 1,004,255 $186.4M
Aew Capital Management L P 13.07% Reduce -19.2% 973,236 $180.6M
Cardano Risk Management B.V. 1.78% Add +5.5% 951,354 $176.6M
TD Asset Management Inc 0.14% Add +289.2% 932,124 $173.0M
Raymond James Financial Inc. 0.05% Add +14.1% 920,371 $170.8M
Canada Pension Plan Investment Board 0.11% Add +94.4% 916,022 $170.0M
Heitman Real Estate Securities LLC 11.66% Reduce -8.8% 892,711 $165.7M
Pictet Asset Management Holding SA 0.15% Add +7.3% 850,826 $157.9M
Allianz Asset Management GmbH 0.18% Reduce -0.5% 827,076 $153.5M
Natixis Advisors, LLC 0.21% Add +17.2% 791,122 $146.8M
Storebrand Asset Management As 0.39% Add +14.5% 778,696 $144.5M
New York State Common Retirement Fund 0.19% Reduce -0.9% 760,528 $141.2M
Congress Asset Management Co. 0.98% Add +28.0% 753,330 $139.8M
Capital International, Inc. 1.09% Add +8.8% 744,277 $138.1M
Macquarie Group Ltd. 0.59% Reduce -57.4% 720,895 $133.8M
STRS Ohio 0.50% Add +3.5% 720,324 $133.7M
Janus Henderson Group PLC 0.06% Add +7.4% 688,968 $127.8M
Envestnet Asset Management Inc. 0.04% Add +36.7% 680,683 $126.3M
Swedbank AB 0.12% Reduce -2.6% 677,186 $125.7M
Qube Research & Technologies Ltd 0.18% Reduce -63.4% 665,830 $123.6M
Neuberger Berman Group LLC 0.09% Reduce -7.1% 652,174 $121.1M
Korea Investment CORP 0.23% Reduce -19.9% 640,808 $118.9M
Los Angeles Capital Management LLC 0.40% Add +250.0% 643,574 $116.4M
State Board of Administration of Florida Retirement System 0.19% Add +1.7% 591,681 $109.8M
Aviva PLC 0.17% Add +5.6% 548,820 $101.9M
Bank of Montreal 0.04% Add +7.4% 541,541 $100.5M
Retirement Systems of Alabama 0.32% Add +6.7% 529,557 $98.3M
Apollo Management Holdings, L.P. 1.12% New 514,660 $95.5M
State of New Jersey Common Pension Fund D 0.34% Add +3.8% 503,325 $93.4M
Mitsubishi UFJ Trust & Banking Corp 0.22% Reduce -0.8% 496,263 $92.1M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -20.2% 485,306 $90.1M
AQR Capital Management 0.05% Reduce -44.1% 476,749 $88.5M
New York State Teachers Retirement System 0.17% Add +1.9% 475,523 $88.3M
Franklin Resources Inc. 0.02% Add +7.5% 472,953 $87.8M
Two Sigma Investments, LP 0.13% Add +15.4% 449,129 $83.4M
TCW Group Inc. 0.58% Add +1013.3% 434,372 $80.6M
Victory Capital Management Inc. 0.05% Reduce -0.7% 429,875 $79.8M
National Bank of Canada 0.08% Add +50.4% 427,293 $79.3M
First Trust Advisors LP 0.06% Reduce -4.7% 423,124 $78.5M
Manufacturers Life Insurance Company, The 0.07% Add +2.1% 421,743 $78.3M
Resona Asset Management Co.,Ltd. 0.37% Reduce -1.4% 412,430 $77.8M
Danske Bank A/S 0.18% Add +10.2% 416,520 $77.3M
State of Alaska, Department of Revenue 0.81% Add +2.3% 408,406 $75.8M
Credit Agricole S A 0.21% Add +17.1% 406,111 $75.4M
Toronto Dominion Bank 0.13% Add +1.0% 401,176 $74.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.43% Add +16.1% 389,160 $72.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.36% Add +1.1% 384,545 $71.4M
Primecap Management Co. 0.05% Reduce -1.6% 384,309 $71.3M
Van Eck Associates Corp. 0.06% Add +6.4% 382,195 $70.9M
UniSuper Management Pty Ltd 0.42% Reduce -11.8% 374,253 $69.5M
LPL Financial LLC 0.02% Add +14.2% 366,905 $68.1M
Candriam S.C.A. 0.33% Reduce -13.5% 352,361 $65.4M
Chevy Chase Trust Holdings, LLC 0.18% Add +1.9% 350,274 $65.0M
State of Wisconsin Investment Board 0.14% Add +1.0% 346,803 $64.4M
Bowen Hanes & Co. Inc. 1.61% Reduce -0.0% 345,956 $64.2M
Farallon Capital Management, L.L.C. 0.33% New 343,000 $63.7M
Royal London Asset Management Ltd. 0.13% Reduce -0.4% 327,965 $60.9M
Handelsbanken Fonder AB 0.18% Add +1.3% 315,597 $58.6M
APG Asset Management N.V. 0.16% Reduce -4.8% 364,974 $57.7M
Capital Research Global Investors 0.01% No change 306,310 $56.9M
Cibc World Market Inc. 0.10% Add +8.6% 305,886 $56.8M
Border to Coast Pensions Partnership Ltd 0.97% Reduce -7.7% 300,000 $55.8M
Robeco Institutional Asset Management B.V. 0.08% Reduce -19.4% 300,009 $55.7M
Brookfield Corp 0.07% Reduce -6.1% 298,131 $55.3M
KLP Kapitalforvaltning As 0.21% Add +21.2% 291,146 $54.0M
Treasurer of the State of North Carolina 0.17% Reduce -4.3% 288,112 $53.5M
Uniplan Investment Counsel, Inc. 5.53% Reduce -11.7% 286,847 $53.2M
FIL Ltd 0.04% Add +8.2% 282,899 $52.5M
Mirae Asset Global Investments Co., Ltd. 0.14% Add +33.8% 280,819 $52.1M
CORDA Investment Management, LLC. 3.77% Reduce -2.5% 279,630 $51.9M
Stifel Financial Corp. 0.05% Add +8.6% 279,367 $51.9M
M.D. Sass, LLC 3.99% Reduce -16.5% 273,040 $50.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.39% Add +6.8% 265,169 $49.2M
Artisan Partners Limited Partnership 0.07% Reduce -43.5% 262,930 $48.8M
Cibc World Markets Corp. 0.24% — 260,546 $48.4M
SG Americas Securities, LLC 0.06% Reduce -9.4% 260,308 $48.3M
Osaic Holdings, Inc. 0.07% Add +5.8% 258,764 $48.0M
Factory Mutual Insurance Co. 0.46% Reduce -8.0% 245,600 $45.6M
Cerity Partners LLC 0.07% Add +3.9% 245,423 $45.6M
Forsta Ap-Fonden 0.27% Add +6.0% 242,600 $45.0M
IFM Investors Pty Ltd 0.37% Add +3.9% 241,967 $44.9M
Natixis 0.17% Reduce -1.2% 237,243 $44.0M
Squarepoint Ops LLC 0.09% Add +1228.8% 237,053 $44.0M
Nisa Investment Advisors, LLC 0.14% Reduce -9.6% 229,202 $42.5M
PNC Financial Services Group, Inc. 0.02% Add +1.5% 224,453 $41.7M
Braun Stacey Associates Inc. 1.35% Reduce -1.3% 224,153 $41.6M
State of Tennessee, Department of Treasury 0.13% Add +2.4% 220,752 $41.6M
Lansforsakringar Fondforvaltning AB (publ) 0.20% Add +5.2% 217,934 $40.5M
NewEdge Wealth, LLC 0.45% Add +3.9% 216,539 $40.2M
DekaBank Deutsche Girozentrale 0.07% No change 382,262 $40.2M
CI Investments Inc. 0.17% Add +3.4% 214,700 $39.9M
EP Wealth Advisors, LLC 0.21% — 214,614 $39.8M
Creative Planning 0.03% Add +5.3% 211,603 $39.3M
Tidal Investments LLC 0.16% Add +0.7% 211,419 $39.2M
Cetera Investment Advisers 0.04% Add +24.3% 204,802 $38.0M
Zurich Insurance Group Ltd 0.26% Add +22.9% 201,194 $37.3M
Mackenzie Financial Corp. 0.04% Add +90.5% 195,238 $36.6M
Wealth Enhancement Advisory Services, LLC 0.05% Add +30.2% 195,052 $36.2M
Arizona State Retirement System 0.19% Add +1.0% 192,892 $35.8M
Sanctuary Advisors, LLC 0.20% Add +0.3% 192,466 $35.7M
Metis Global Partners, LLC 0.84% Add +7.1% 191,852 $35.6M
Citadel Advisors 0.02% Reduce -20.8% 190,187 $35.3M
Nissay Asset Management Corp. /Japan 0.18% Add +4.3% 190,183 $35.3M
Erste Asset Management GmbH 0.29% Reduce -6.6% 182,606 $34.6M
MetLife Investment Management, LLC 0.16% Reduce -0.6% 183,644 $34.1M
B&I Capital AG 12.00% Add +12.6% 181,840 $33.8M
Federated Hermes, Inc. 0.06% Add +20.3% 181,670 $33.7M
Czech National Bank 0.22% Add +6.5% 180,974 $33.6M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +39.1% 180,643 $33.5M
State of Michigan Retirement System 0.16% Reduce -0.7% 179,709 $33.4M
NEOS Investment Management LLC 0.19% Add +36.3% 179,251 $33.3M
Bank of Nova Scotia 0.05% Add +21.3% 178,091 $33.1M
Groupama Asset Managment 0.49% Reduce -3.1% 177,503 $32.9M
Public Sector Pension Investment Board 0.11% Add +21.2% 174,787 $32.4M
Renaissance Technologies 0.05% Reduce -52.1% 173,063 $32.1M
UMB Bank, n.a. 0.43% Reduce -4.1% 172,548 $32.0M
Hazelview Securities Inc. 6.15% Reduce -20.6% 170,783 $31.9M
Prudential PLC 0.25% Reduce -13.1% 171,108 $31.8M
Gotham Asset Management 0.12% Add +19.5% 170,159 $31.6M
Teacher Retirement System of Texas 0.11% Reduce -44.3% 169,742 $31.5M
Acadian Asset Management LLC 0.05% Reduce -42.7% 167,239 $31.0M
Guggenheim Capital LLC 0.23% Add +4.8% 166,415 $30.9M
Banco Santander, S.A. 0.23% Add +58.0% 165,390 $30.7M
CIBC Asset Management Inc 0.07% Add +73.9% 161,259 $29.9M
Balyasny Asset Management L.P. 0.06% Reduce -57.7% 159,778 $29.7M
Quantinno Capital Management LP 0.06% Add +38.9% 159,570 $29.6M
Thrivent Financial for Lutherans 0.05% Add +25.6% 151,666 $28.2M
Capital International Sarl 0.45% Add +209.2% 150,674 $28.0M
Connor, Clark & Lunn Investment Management Ltd. 0.07% New 150,147 $27.9M
Ensign Peak Advisors, Inc 0.05% Reduce -13.0% 149,310 $27.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% New 148,420 $27.5M
GRS Advisors, LLC 2.43% Add +9.1% 145,803 $27.1M
ProShare Advisors LLC 0.05% Add +8.7% 144,239 $26.8M
Focus Partners Wealth 0.03% Add +228.0% 139,767 $25.9M
Swiss Life Asset Management Ltd 0.13% Add +10.6% 138,267 $25.7M
Varma Mutual Pension Insurance Co 0.15% Add +0.7% 137,676 $25.6M
DNB Asset Management AS 0.09% Reduce -4.1% 135,115 $25.1M
Andra AP-fonden 0.31% Reduce -2.0% 135,100 $25.1M
Rockefeller Capital Management L.P. 0.04% Add +8.8% 131,768 $24.5M
Jones Financial Companies LLLP 0.01% Add +14.1% 131,071 $24.3M
Assetmark, Inc. 0.05% Add +4.4% 131,066 $24.3M
WestEnd Advisors, LLC 0.56% Reduce -3.7% 130,631 $24.2M
Mercer Global Advisors Inc. 0.04% Add +2.9% 128,993 $23.9M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Reduce -40.1% 126,797 $23.5M
Amalgamated Bank 0.17% Reduce -1.3% 126,305 $23.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +54.2% 121,522 $22.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +26.1% 118,681 $22.0M
USS Investment Management Ltd 0.11% Add +6.1% 118,346 $22.0M
Woodline Partners LP 0.08% Add +32.2% 116,629 $21.6M
Vert Asset Management LLC 7.17% Reduce -15.7% 116,162 $21.6M
Van Lanschot Kempen Investment Management N.V. 0.18% Add +10.6% 116,066 $21.5M
Danica Pension, Livsforsikringsaktieselskab 0.31% No change 114,140 $21.2M
Calamos Advisors LLC 0.12% Reduce -3.9% 113,656 $21.1M
Vestcor Inc 0.60% Reduce -1.0% 113,609 $21.1M
Teachers Retirement System of the State of Kentucky 0.16% Reduce -6.0% 112,618 $20.9M
1832 Asset Management L.P. 0.03% Reduce -84.1% 112,407 $20.9M
Utah Retirement Systems 0.20% Add +0.9% 111,542 $20.7M
Xponance LLC 0.16% Add +7.6% 111,358 $20.7M
Ethic Inc. 0.32% Add +1.5% 110,515 $20.5M
Groupe la Francaise 0.29% Reduce -16.6% 107,814 $20.0M
ABN AMRO Bank N.V. 0.19% Add +3.0% 107,539 $19.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.18% — 107,160 $19.9M
Capital Group Private Client Services, Inc. 0.31% Reduce -0.4% 106,254 $19.7M
Tredje AP-fonden 0.15% Reduce -25.3% 105,594 $19.6M
Police & Firemen's Retirement System of New Jersey 0.16% Reduce -2.9% 105,233 $19.5M
Yousif Capital Management, LLC 0.21% Reduce -3.0% 103,795 $19.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.54% Reduce -13.5% 104,967 $19.5M
O'shaughnessy Asset Management, LLC 0.11% Add +11.6% 104,884 $19.5M
LBP Am SA 0.21% Add +306.7% 99,444 $18.5M
New York Life Investment Management LLC 0.16% Add +1.9% 99,222 $18.4M
Ossiam 0.37% Add +757.6% 98,616 $18.3M
New Age Alpha Advisors, LLC 0.78% Reduce -9.6% 97,675 $18.1M
Connors Investor Services Inc. 1.55% Reduce -3.2% 96,991 $18.0M
HighTower Advisors, LLC 0.02% Add +2.7% 95,990 $17.8M
ASR Vermogensbeheer N.V. 0.21% Add +34.9% 95,577 $17.7M
M&T Bank Corp 0.06% Add +409.0% 94,194 $17.5M
Appleton Partners Inc. 1.14% Add +3.8% 92,966 $17.3M
Easterly Investment Partners LLC 1.05% Add +184.9% 92,403 $17.2M
Rakuten Investment Management, Inc. 0.06% Add +562.2% 89,544 $17.0M
Knights of Columbus Asset Advisors LLC 0.95% Reduce -23.4% 90,757 $16.8M
GSI Capital Advisors LLC 9.32% Add +1.4% 89,689 $16.6M
Keybank National Association 0.06% Reduce -1.5% 89,545 $16.6M
Federation des caisses Desjardins du Quebec 0.06% Add +2.7% 89,117 $16.5M
Commonwealth Equity Services, LLC 0.02% Add +3.2% 88,257 $16.4M
Fifth Third Bancorp 0.05% Add +1.6% 87,286 $16.2M
Public Employees Retirement Association of Colorado 0.06% Add +0.4% 86,211 $16.0M
Oddo BHF Asset Management Sas 0.60% Add +111.4% 86,147 $16.0M
Mariner, LLC 0.02% Reduce -20.7% 85,839 $15.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.7% 85,817 $15.9M
Vanguard Personalized Indexing Management, LLC 0.15% Add +8.2% 84,237 $15.6M
Wealthfront Advisers LLC 0.03% Add +5.5% 82,248 $15.3M
Captrust Financial Advisors 0.03% Reduce -0.8% 82,000 $15.2M
Abn Amro Investment Solutions 0.22% Add +47.9% 80,620 $15.0M
Rafferty Asset Management, LLC 0.05% Reduce -4.1% 79,903 $14.8M
Cander Asset Management LP 2.73% — 79,615 $14.8M
Oregon Public Employees Retirement Fund 0.19% Add +2.8% 78,635 $14.6M
Waratah Capital Advisors Ltd. 1.10% Reduce -8.4% 77,730 $14.4M
Venture Visionary Partners LLC 0.47% Reduce -4.5% 74,144 $14.3M
Mutual of America Capital Management LLC 0.15% Add +0.8% 77,152 $14.3M
Janney Montgomery Scott LLC 0.03% Add +5.3% 77,095 $14.3M
Chilton Capital Management LLC 0.49% Reduce -8.7% 76,432 $14.2M
Avanza Fonder AB 0.36% Add +7.3% 75,615 $14.0M
Susquehanna International Group, LLP 0.02% Add +1.7% 75,080 $13.9M
Investment Management Corp of Ontario 0.18% Add +20.5% 74,836 $13.9M
QRG Capital Management, Inc. 0.15% Add +3.8% 74,058 $13.7M
Westpac Banking Corp. 0.86% Reduce -3.2% 73,591 $13.7M
Trust Co. of Toledo NA 1.34% Reduce -2.5% 73,277 $13.6M
OP Asset Management Ltd 0.16% Add +4.8% 73,075 $13.6M
Truist Financial Corp. 0.02% Add +37.5% 70,074 $13.0M
Lido Advisors, LLC 0.05% Add +1.6% 71,555 $13.0M
Mediolanum International Funds Ltd 0.13% Reduce -59.4% 68,778 $12.9M
Inspire Investing, LLC 1.16% Add +13.5% 69,259 $12.9M
Norinchukin Bank, The 0.15% Add +3.8% 69,123 $12.8M
Oppenheimer Asset Management Inc. 0.15% Add +9.2% 67,899 $12.6M
GDS Wealth Management 0.79% Add +6.4% 67,828 $12.6M
CENTRAL TRUST Co 0.24% Reduce -4.7% 67,035 $12.4M
DLD Asset Management, LP 4.21% Add +3.0% 65,720 $12.2M
Worldquant Millennium Advisors LLC 0.05% Reduce -78.5% 64,190 $11.9M
MML Investors Services, LLC 0.03% Add +44.6% 63,502 $11.8M
Allstate Corp. 0.16% Add +119.0% 63,422 $11.8M
US Bancorp \de 0.01% Add +23.7% 62,337 $11.6M
Advisors Asset Management, Inc. 0.19% Add +3.3% 60,213 $11.2M
Fred Alger Management, LLC 0.04% Reduce -22.0% 59,419 $11.0M
Pacer Advisors, Inc. 0.03% Add +10.0% 58,697 $10.9M
Allspring Global Investments Holdings, LLC 0.02% Add +7.2% 58,137 $10.9M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Reduce -31.6% 57,943 $10.8M
LGT Group Foundation 0.11% Reduce -9.2% 55,313 $10.4M
Mizuho Securities USA LLC 0.17% Add +2.6% 49,974 $10.4M
AIA Group Ltd 0.15% Add +132.3% 55,753 $10.3M
Tiaa Trust, National Association 0.02% Reduce -55.0% 55,469 $10.3M
Cwm, LLC 0.03% Reduce -6.2% 54,923 $10.2M
Entropy Technologies, LP 0.55% Reduce -11.1% 54,824 $10.2M
Harbour Trust & Investment Management Co 1.03% Reduce -0.0% 54,607 $10.1M
Dupont Capital Management Corp. 1.14% Reduce -26.0% 54,536 $10.1M
Aptus Capital Advisors, LLC 0.09% Add +4.1% 54,276 $10.1M
Corient Private Wealth LP 0.01% Add +7.8% 54,067 $10.0M
U.S. Capital Wealth Advisors, LLC 0.26% Reduce -4.8% 53,553 $9.9M
Windle Wealth, LLC 4.44% Reduce -4.7% 53,381 $9.9M
Atria Investments, Inc 0.11% Add +4.8% 53,196 $9.9M
WESPAC Advisors SoCal, LLC 1.99% Add +0.2% 53,123 $9.9M
Pensionfund PDN 6.45% No change 52,753 $9.8M
Brookstone Capital Management 0.11% Add +15.0% 52,177 $9.7M
Pinnacle Associates Ltd. 0.12% Reduce -1.8% 51,643 $9.6M
Elo Mutual Pension Insurance Co 0.14% Reduce -18.2% 50,642 $9.4M
Intech Investment Management LLC 0.08% Reduce -18.9% 50,599 $9.4M
Greenland Capital Management LP 1.46% Reduce -18.3% 50,354 $9.3M
Kingdon Capital Management, L.L.C. 1.42% Reduce -16.7% 50,000 $9.3M
GeoWealth Management, LLC 0.34% Add +5.4% 49,773 $9.2M
Signature Estate & Investment Advisors LLC 0.18% Add +4.2% 49,354 $9.2M
Tudor Investment Corporation 0.05% New 49,300 $9.2M
Man Group plc 0.02% Add +18.0% 49,043 $9.1M
Pathstone Holdings, LLC 0.03% Add +3.0% 48,160 $8.9M
CPC Advisors, LLC 0.89% Reduce -8.8% 47,374 $8.8M
Triglav Investments, D.O.O. 0.55% Add +306.6% 47,166 $8.8M
Triasima Portfolio Management inc. 1.24% Reduce -3.4% 44,659 $8.3M
Callahan Advisors, LLC 0.68% Reduce -2.6% 44,585 $8.3M
Advisors Management Group Inc. 1.50% Reduce -5.3% 44,275 $8.2M
Vanderbilt University 1.40% Add +1.2% 44,143 $8.2M
Millennium Management 0.01% Reduce -90.7% 43,212 $8.0M
Windward Capital Management Co. 0.63% Reduce -6.0% 42,995 $8.0M
Naviter Wealth, LLC 1.04% Reduce -8.3% 42,929 $8.0M
Vise Technologies, Inc. 0.16% Add +27.3% 42,890 $8.0M
Azimuth Capital Investment Management LLC 0.28% Reduce -24.1% 42,797 $7.9M
Osmosis Investment Management UK Ltd 0.20% — 42,421 $7.9M
Allianz SE 0.10% Add +422.8% 42,397 $7.9M
Peapack Gladstone Financial Corp. 0.10% Reduce -3.9% 42,265 $7.8M
Kentucky Retirement Systems 0.21% No change 42,016 $7.8M
Meiji Yasuda Asset Management Co Ltd. 0.37% Reduce -5.2% 41,651 $7.7M
DoubleLine ETF Adviser LP 2.31% Add +9.2% 41,432 $7.7M
Spirit of America Management Corp. 1.63% Add +4.0% 41,425 $7.7M
Generali Asset Management SPA SGR 0.15% Add +32.5% 40,792 $7.6M
Neo Ivy Capital Management 1.19% New 40,704 $7.6M
Empowered Funds, LLC 0.13% Reduce -7.4% 40,704 $7.6M
Carret Asset Management, LLC 0.71% Reduce -2.8% 40,447 $7.5M
ExodusPoint Capital Management, LP 0.08% New 40,031 $7.4M
Hartford Investment Management Co. 0.22% Add +1.1% 39,710 $7.4M
PFA Pension, Forsikringsaktieselskab 0.02% — 39,099 $7.4M
Kestra Private Wealth Services, LLC 0.09% Add +17.4% 38,845 $7.2M
Walleye Capital LLC 0.04% Add +136.8% 38,536 $7.2M
Brasada Capital Management, LP 1.21% Reduce -5.0% 37,554 $7.0M
Crossmark Global Holdings, Inc. 0.10% Add +53.7% 37,090 $6.9M
Vestmark Advisory Solutions, Inc. 0.09% Add +10.3% 36,607 $6.8M
Agf Management Ltd. 0.03% Reduce -38.7% 36,553 $6.8M
OpenArc Corporate Advisory, LLC 0.11% — 36,456 $6.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +9.9% 35,831 $6.7M
Waverly Advisors, LLC 0.05% Reduce -12.9% 35,800 $6.6M
Longbow Finance SA 1.12% Reduce -39.4% 35,681 $6.6M
B. Metzler seel. Sohn & Co. AG 0.06% Add +8.1% 35,627 $6.6M
Boothbay Fund Management, LLC 0.18% Add +27.3% 35,515 $6.6M
KMG Fiduciary Partners, LLC 0.47% Reduce -0.4% 35,506 $6.6M
Fairfield Financial Advisors, LTD 2.15% Add +7.3% 35,458 $6.6M
Louisiana State Employees Retirement System 0.11% No change 35,100 $6.5M
Asset Planning Services Inc. /La/ 2.87% New 35,035 $6.5M
Daiichi Life Insurance Co., Ltd. 0.17% Reduce -13.9% 34,715 $6.4M
Maryland State Retirement & Pension System 0.13% Add +3.9% 34,659 $6.4M
Gulf International Bank (UK) Ltd 0.20% Add +0.2% 33,976 $6.3M
Vident Advisory, LLC 0.06% Reduce -29.9% 33,859 $6.3M
Beck Capital Management, LLC 1.49% Add +1.6% 33,826 $6.3M
Patton Fund Management, Inc. 0.83% Add +55.5% 33,422 $6.2M
Sterling Capital Management LLC 0.10% Reduce -7.4% 33,421 $6.2M
Vontobel Holding Ltd. 0.02% Reduce -0.3% 33,353 $6.2M
Bokf, NA 0.09% Add +280.1% 33,310 $6.2M
Indivisible Partners 0.67% — 33,112 $6.1M
Westwood Holdings Group Inc. 0.05% Add +339.5% 32,983 $6.1M
Stevens Capital Management LP 2.14% Reduce -29.6% 32,746 $6.1M
Orion Porfolio Solutions, LLC 0.04% Add +15.6% 32,575 $6.0M
Azzad Asset Management Inc. 0.59% Add +19.2% 32,429 $6.0M
Merit Financial Group, LLC 0.05% Add +8.3% 32,117 $6.0M
Legacy CG, LLC 1.66% Reduce -1.3% 31,964 $5.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.41% No change 31,600 $5.9M
First Pacific Financial 0.76% Reduce -5.9% 31,300 $5.8M
Nomura Holdings Inc. 0.02% Reduce -54.9% 31,197 $5.8M
&partners 0.03% Add +5.9% 31,138 $5.8M
New Mexico Educational Retirement Board 0.17% Add +9.6% 30,748 $5.7M
D L Carlson Investment Group Inc. 0.95% Reduce -1.3% 30,305 $5.6M
Beacon Financial Planning, Inc. 2.69% Add +6.8% 30,046 $5.6M
Meiji Yasuda America Inc 1.28% — 29,993 $5.6M
VMS Asset Management Limited 2.14% — 29,950 $5.6M
Blair William & Co. 0.01% Reduce -5.8% 29,941 $5.6M
E. Ohman J:or Asset Management AB 0.13% Add +5.8% 29,185 $5.4M
Pensionfund Sabic 1.44% No change 28,559 $5.3M
MUFG Securities EMEA plc 0.06% Add +119.8% 28,136 $5.2M
Spire Wealth Management 0.17% Add +553.0% 27,333 $5.1M
AG2R La Mondiale Gestion D'actifs 0.22% Add +8.5% 27,288 $5.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -92.0% 27,131 $5.0M
Red Cedar Investment Management, LLC 0.54% Add +31.5% 26,882 $5.0M
Rainey & Randall Wealth Advisors Inc. 0.81% Reduce -3.4% 26,647 $4.9M
MAI Capital Management 0.03% Add +7.0% 26,576 $4.9M
AMF Tjanstepension AB 0.03% No change 26,507 $4.9M
Transamerica Financial Advisors, LLC 0.41% Add +31.1% 26,386 $4.9M
Pinnacle Wealth Management Advisory Group, LLC 0.34% Reduce -1.7% 26,380 $4.9M
Retirement Management Systems Inc. 1.25% — 26,302 $4.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +89.8% 26,283 $4.9M
Landscape Capital Management, L.L.C. 0.32% Reduce -59.4% 25,759 $4.8M
Advisors Preferred, LLC 0.78% Add +396.3% 25,486 $4.8M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 25,500 $4.7M
Arkadios Wealth Advisors 0.09% Add +28.0% 25,418 $4.7M
Banque Cantonale Vaudoise 0.17% Reduce -36.8% 25,204 $4.7M
Thames Capital Management LLC 0.68% New 25,195 $4.7M
Atlantic Union Bankshares Corp 0.09% Add +0.1% 25,117 $4.7M
Bleakley Financial Group, LLC 0.08% Add +7.5% 24,508 $4.5M
Callan Family Office, LLC 0.10% Add +177.8% 24,507 $4.5M
GAMCO Investors 0.04% No change 24,166 $4.5M
Tokio Marine Asset Management Co. Ltd. 0.15% Add +4.5% 24,158 $4.5M
Siemens Fonds Invest GmbH 0.24% Add +28.2% 23,782 $4.5M
Ascent Group, LLC 0.15% Add +10.5% 24,081 $4.5M
Union Bancaire Privee, UBP SA 0.05% New 29,950 $4.5M
Horizon Investments, LLC 0.06% Reduce -48.6% 23,842 $4.4M
Ostrum Asset Management 0.21% Reduce -28.1% 23,714 $4.4M
Westover Capital Advisors, LLC 0.80% Reduce -5.1% 23,683 $4.4M
Commerce Bank 0.02% Add +10.2% 23,482 $4.4M
Assenagon Asset Management S.A. 0.01% Add +1.1% 23,468 $4.4M
Private Advisor Group, LLC 0.02% Add +5.9% 23,421 $4.3M
Romano Brothers and Company 0.49% Reduce -5.2% 23,060 $4.3M
North Dakota State Investment Board 0.16% — 22,951 $4.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +7.5% 22,845 $4.2M
Park Avenue Securities LLC 0.04% Add +24.1% 22,788 $4.2M
Portfolio Design Labs, LLC 0.69% Add +7.9% 22,658 $4.2M
Brown Advisory Inc. 0.01% Reduce -8.1% 22,604 $4.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.5% 22,474 $4.2M
Concurrent Investment Advisors, LLC 0.05% Add +15.0% 22,422 $4.2M
Hamilton Capital Partners Inc. 0.15% Reduce -6.9% 22,352 $4.1M
United Capital Financial Advisors, LLC 0.03% Reduce -1.9% 22,347 $4.1M
Perpetual Ltd 0.06% Reduce -3.6% 22,251 $4.1M
Spinnaker Trust 0.22% Reduce -1.3% 22,200 $4.1M
Gladstone Institutional Advisory LLC 0.16% Add +1.6% 22,185 $4.1M
Kestra Advisory Services, LLC 0.02% Add +8.0% 22,152 $4.1M
Allworth Financial LP 0.02% Add +1.3% 22,041 $4.1M
Boston Family Office LLC 0.26% Reduce -14.1% 22,043 $4.1M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +2.9% 21,930 $4.1M
Trek Financial, LLC 0.23% New 21,472 $4.0M
Brentview Investment Management LLC 1.79% New 21,272 $3.9M
Summit Place Financial Advisors, LLC 1.90% Reduce -7.3% 21,146 $3.9M
SteelPeak Wealth, LLC 0.13% Add +21.8% 21,115 $3.9M
Argentarii, LLC 1.28% Add +0.0% 21,107 $3.9M
Pier 88 Investment Partners LLC 4.43% New 21,000 $3.9M
Rational Advisors, Inc. 0.42% New 21,000 $3.9M
Raiffeisen Bank International AG 0.05% Reduce -17.7% 20,718 $3.9M
FJ Capital Management LLC 0.43% Reduce -27.3% 20,975 $3.9M
OMERS ADMINISTRATION Corp 0.03% No change 20,194 $3.7M
Tower Research Capital LLC (TRC) 0.09% Add +23.3% 20,085 $3.7M
Bleichroeder LP 0.65% No change 20,000 $3.7M
Asset Planning,Inc 2.60% Reduce -1.0% 19,902 $3.7M
Canada Post Corp Registered Pension Plan 0.14% Add +21.7% 19,899 $3.7M
Great Diamond Partners, LLC 0.70% Reduce -1.2% 19,489 $3.6M
Jain Global LLC 0.04% New 19,418 $3.6M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.30% Reduce -18.5% 19,273 $3.6M
Kintegral Advisory, LLC 0.30% Reduce -2.7% 19,269 $3.6M
Chesley Taft & Associates LLC 0.14% Add +6.2% 19,165 $3.6M
Sequoia Financial Advisors, LLC 0.02% Add +5.3% 19,002 $3.5M
Twinbeech Capital LP 0.25% New 19,000 $3.5M
Capital International Ltd. 0.12% New 18,909 $3.5M
Laird Norton Wetherby Trust Company, LLC 0.07% New 18,776 $3.5M
Securian Asset Management, Inc. 0.13% Reduce -42.5% 18,589 $3.5M
Fifth Third Wealth Advisors LLC 0.12% Add +2.1% 18,500 $3.4M
Mufg Securities Americas Inc. 0.22% Add +2.5% 18,490 $3.4M
NewEdge Advisors, LLC 0.01% Add +19.9% 18,485 $3.4M
Sarasin & Partners LLP 0.04% Reduce -10.7% 18,434 $3.4M
Harvest Fund Management Co., Ltd 0.13% Add +18.4% 20,873 $3.4M
Wahed Invest LLC 0.44% Reduce -1.1% 18,111 $3.4M
V-Square Quantitative Management LLC 0.35% Reduce -8.5% 18,082 $3.4M
Hilton Capital Management, LLC 0.25% New 17,990 $3.3M
Kornitzer Capital Management Inc. 0.07% No change 17,900 $3.3M
Kentucky Retirement Systems Insurance Trust Fund 0.21% No change 17,611 $3.3M
MASTERINVEST Kapitalanlage GmbH 0.31% No change 17,294 $3.3M
Oppenheimer & Co. Inc. 0.05% Reduce -40.7% 17,397 $3.2M
Meeder Advisory Services, Inc. 0.14% Add +15.0% 17,206 $3.2M
Praxis Investment Management Inc. 0.19% No change 17,153 $3.2M
YHB Investment Advisors, Inc. 0.22% Add +9.4% 17,020 $3.2M
Brant Point Investment Management LLC 0.76% Add +70.0% 17,000 $3.2M
Nilsine Partners, LLC 0.27% Add +3.2% 16,976 $3.2M
Capital Investment Advisors, LLC 0.05% Reduce -0.3% 16,778 $3.1M
Benjamin Edwards Inc. 0.03% Add +23.0% 16,758 $3.1M
HB Wealth Management, LLC 0.02% Add +4.3% 16,711 $3.1M
Impax Asset Management Group plc 0.02% No change 16,548 $3.1M
Liberty Capital Management, Inc. 0.56% No change 16,257 $3.0M
Exchange Traded Concepts, LLC 0.03% Reduce -13.9% 16,226 $3.0M
Sound View Wealth Advisors Group, LLC 0.20% Add +4.3% 16,190 $3.0M
D.A. Davidson & Co. 0.02% Reduce -2.4% 16,062 $3.0M
Quadrant Capital Group LLC 0.09% Add +0.7% 15,987 $3.0M
J. Safra Sarasin Holding AG 0.05% Add +231.7% 15,833 $2.9M
Harvest Investment Services, LLC 0.55% Add +30.8% 15,792 $2.9M
Verde Capital Management 0.62% Reduce -5.0% 15,748 $2.9M
World Investment Advisors 0.05% Add +27.9% 15,723 $2.9M
Anson Funds Management LP 0.41% New 15,500 $2.9M
Simon Quick Advisors, LLC 0.12% Add +1.2% 15,356 $2.9M
GAMMA Investing LLC 0.14% Add +10.1% 15,266 $2.8M
Caprock Group, LLC 0.06% Reduce -10.6% 15,145 $2.8M
Meiji Yasuda Life Insurance Co 0.08% Reduce -15.8% 15,110 $2.8M
Two Sigma Advisers, LP 0.01% Add +79.8% 15,100 $2.8M
Centaurus Financial, Inc. 0.13% Add +9.7% 14,946 $2.8M
Sumitomo Life Insurance Co. 0.08% Add +0.9% 14,791 $2.7M
Principal Securities, Inc. 0.04% Add +35.0% 14,641 $2.7M
XTX Topco Ltd 0.07% New 14,590 $2.7M
O'ROURKE & COMPANY, Inc 1.05% Reduce -1.5% 14,558 $2.7M
Edgemoor Investment Advisors, Inc. 0.21% Reduce -9.3% 14,400 $2.7M
CreativeOne Wealth, LLC 0.06% Add +1.4% 14,322 $2.7M
Independent Advisor Alliance 0.06% Add +24.5% 14,228 $2.6M
Coldstream Capital Management Inc. 0.03% Reduce -3.0% 14,110 $2.6M
BDF-Gestion 0.32% Reduce -6.3% 14,077 $2.6M
Old Second National Bank of Aurora 0.52% Reduce -0.2% 14,028 $2.6M
Bessemer Group Inc. 0.00% Add +63.3% 13,909 $2.6M
Blue Capital, Inc. 1.82% New 13,781 $2.6M
Advance Capital Management, Inc. 0.11% Reduce -0.0% 13,723 $2.5M
HighPoint Advisor Group LLC 0.06% Add +10.7% 13,699 $2.5M
Choreo, LLC 0.03% Reduce -8.1% 13,392 $2.5M
Nations Financial Group Inc, /Ia/ 0.13% Reduce -35.9% 13,546 $2.5M
Donoghue Forlines LLC 0.77% New 13,423 $2.5M
Steward Partners Investment Advisory, LLC 0.01% Add +6.7% 13,387 $2.5M
Capital Group Investment Management Pte. LTD. 0.40% New 13,387 $2.5M
Florida Trust Wealth Management Co 0.07% Add +18.0% 13,276 $2.5M
PEAK6 LLC 0.07% Reduce -18.2% 13,226 $2.5M
Oak Thistle LLC 0.34% New 13,192 $2.4M
Garrison Bradford & Associates Inc. 2.66% Reduce -0.6% 13,176 $2.4M
Hartford Funds Management Co LLC 0.20% Add +48.9% 13,115 $2.4M
Signaturefd, LLC 0.04% Add +8.5% 13,056 $2.4M
Twin Capital Management Inc. 0.30% Reduce -11.5% 12,930 $2.4M
NTV Asset Management LLC 0.25% Reduce -3.8% 12,822 $2.4M
Prospera Financial Services Inc 0.04% Add +4.6% 12,416 $2.3M
Global Retirement Partners, LLC 0.04% Add +169.0% 12,412 $2.3M
Wesbanco Bank Inc. 0.06% Reduce -1.0% 12,210 $2.3M
Taproot Management LP 0.36% — 12,085 $2.2M
Summit Trail Advisors, LLC 0.04% Add +5.8% 12,083 $2.2M
Glenmede Trust Co. NA 0.01% — 12,039 $2.2M
Brooklyn Investment Group 0.10% Add +94.9% 11,645 $2.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +27.0% 11,658 $2.2M
Independent Financial Group, LLC 0.05% Add +21.4% 11,533 $2.1M
J.W. Cole Advisors, Inc. 0.05% Add +1.2% 11,784 $2.1M
Ofi Invest Asset Management 0.03% Add +60.5% 13,140 $2.1M
Mount Lucas Management LP 0.94% Add +0.1% 11,396 $2.1M
GF Fund Management Co. LTD. 0.04% Add +1.4% 11,082 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -1.4% 10,949 $2.0M
LDR Capital Management LLC 4.37% New 10,830 $2.0M
Ballentine Partners, LLC 0.03% Add +1.4% 10,813 $2.0M
Welch Group, LLC 0.08% Add +0.3% 10,731 $2.0M
Drake & Associates, LLC 0.40% Reduce -34.4% 10,700 $2.0M
Western Financial Corp 0.79% Reduce -9.9% 10,696 $2.0M
RDA Financial Network 0.48% Reduce -16.2% 10,670 $2.0M
Virtus Investment Advisers, LLC 0.54% Reduce -8.3% 10,614 $2.0M
Beacon Pointe Advisors, LLC 0.01% Add +23.3% 10,529 $2.0M
Waterloo Capital, L.P. 0.14% Reduce -18.6% 10,503 $1.9M
Morangie Management LLC 1.55% Add +53.6% 10,496 $1.9M
American Financial Advisors, LLC 0.25% Reduce -3.8% 10,449 $1.9M
James Investment Research, Inc. 0.21% Add +32.2% 10,332 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% New 10,302 $1.9M
Tema ETFs LLC 0.15% Reduce -0.3% 10,186 $1.9M
Profund Advisors LLC 0.06% Add +23.9% 10,178 $1.9M
Farther Finance Advisors, LLC 0.02% Add +19.8% 10,143 $1.9M
Wealthspire Retirement, LLC 0.11% Add +0.1% 10,127 $1.9M
Cullinan Associates Inc. 0.13% Reduce -6.0% 10,075 $1.9M
Snowden Capital Advisors LLC 0.05% Add +6.5% 10,070 $1.9M
Stephens Inc. 0.02% Add +3.6% 10,018 $1.9M
American Assets Investment Management, LLC 0.13% No change 10,000 $1.9M
Paradigm Asset Management Co. LLC 0.43% Reduce -5.7% 9,938 $1.8M
Bailard, Inc. 0.04% Add +12.2% 9,899 $1.8M
Dorsey Wright & Associates 0.40% Reduce -0.8% 9,894 $1.8M
Frank, Rimerman Advisors LLC 0.12% Add +1.0% 9,873 $1.8M
Huntington National Bank 0.01% Add +37.9% 9,849 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -6.8% 9,811 $1.8M
Greenleaf Trust 0.02% Add +1.7% 9,805 $1.8M
BNP Paribas 0.05% New 9,800 $1.8M
Diversified Trust Co. 0.03% Reduce -29.5% 9,746 $1.8M
Coastal Bridge Advisors, LLC 0.13% Reduce -3.9% 9,591 $1.8M
Arbor Capital Management Inc. 1.47% Reduce -0.4% 9,423 $1.8M
High Point Wealth Management, LLC 1.67% — 9,390 $1.7M
Denali Advisors LLC 0.19% Add +1.6% 9,366 $1.7M
Wedmont Private Capital 0.06% Add +0.6% 9,279 $1.7M
Ritholtz Wealth Management 0.03% Add +9.7% 9,197 $1.7M
Compound Planning, Inc. 0.05% Add +30.3% 9,132 $1.7M
Carnegie Investment Counsel 0.03% Add +16.3% 8,975 $1.7M
Cornell Pochily Investment Advisors, Inc. 0.48% Reduce -4.2% 8,942 $1.7M
Jeppson Wealth Management, LLC 0.53% Reduce -0.3% 8,938 $1.7M
Everhart Financial Group, Inc. 0.15% Add +4.3% 8,938 $1.7M
GAM Holding AG 0.11% Add +360.8% 8,879 $1.6M
Wealth Enhancement Trust Services, Inc. 0.21% — 8,853 $1.6M
Verition Fund Management LLC 0.01% Reduce -58.6% 8,847 $1.6M
Agate Pass Investment Management, LLC 0.61% Reduce -8.3% 8,785 $1.6M
Savvy Advisors, Inc. 0.05% Add +7.0% 8,677 $1.6M
Schnieders Capital Management, Llc. 0.24% Reduce -0.1% 8,394 $1.6M
Dark Forest Capital Management LP 0.07% New 8,326 $1.5M
Trueblood Wealth Management, LLC 0.60% Reduce -7.6% 8,298 $1.5M
Mgo One Seven LLC 0.03% Reduce -13.4% 8,289 $1.5M
Pension & Wealth Management Advisors, Inc. 0.46% Add +0.4% 8,275 $1.5M
AlphaCore Capital LLC 0.03% Add +43.4% 8,136 $1.5M
PFG Investments, LLC 0.07% Add +2.2% 8,122 $1.5M
Emergent Wealth Advisors, LLC 0.85% Reduce -1.0% 8,101 $1.5M
Wolverine Asset Management LLC 0.09% No change 8,067 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.42% Reduce -3.5% 8,055 $1.5M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.05% — 7,988 $1.5M
Quantitative Investment Management, LLC 0.14% Add +63.9% 7,869 $1.5M
Quantbot Technologies LP 0.05% Reduce -92.5% 7,864 $1.5M
Pinnacle Financial Partners, Inc. 0.01% — 7,839 $1.5M
Savant Capital, LLC 0.01% Add +1.0% 7,743 $1.4M
Ancora Advisors LLC 0.03% Reduce -4.0% 7,624 $1.4M
Highview Capital Management LLC 0.50% Add +2.1% 7,584 $1.4M
Sax Wealth Advisors, LLC 0.07% Reduce -2.6% 7,559 $1.4M
Fox Run Management, L.L.C. 0.22% New 7,520 $1.4M
TD Waterhouse Canada Inc. 0.01% Add +303.9% 7,392 $1.4M
Clearstead Advisors, LLC 0.02% Add +21.5% 7,371 $1.4M
Smartleaf Asset Management LLC 0.05% Add +4.9% 7,277 $1.4M
Purkiss Capital Advisors LLC 0.64% Add +2.2% 7,347 $1.4M
DAVENPORT & Co LLC 0.01% Add +10.0% 7,276 $1.4M
Stiles Financial Services Inc 0.41% Add +0.1% 7,240 $1.3M
Illinois Municipal Retirement Fund 0.02% Reduce -27.2% 7,155 $1.3M
Kingsview Wealth Management, LLC 0.02% Reduce -10.1% 7,134 $1.3M
Phoenix Financial Ltd. 0.01% Add +18.6% 7,121 $1.3M
Parallel Advisors, LLC 0.02% Add +9.5% 7,111 $1.3M
American National Bank & Trust 0.12% Add +275.7% 7,071 $1.3M
Community Bank & Trust, Waco, Texas 0.27% Reduce -1.1% 7,059 $1.3M
Morey & Quinn Wealth Partners, LLC 0.93% No change 6,998 $1.3M
Wealth Architects, LLC 0.12% Add +0.5% 6,939 $1.3M
Great Lakes Advisors, LLC 0.01% Add +0.6% 6,912 $1.3M
Sagespring Wealth Partners, LLC 0.02% Add +8.0% 6,911 $1.3M
Equitable Holdings, Inc. 0.01% Add +11.0% 6,880 $1.3M
Commerzbank Aktiengesellschaft 0.03% Reduce -1.3% 6,750 $1.3M
Apollon Wealth Management, LLC 0.02% Add +21.0% 6,748 $1.3M
Values First Advisors, Inc. 0.65% Add +7.7% 6,710 $1.2M
Checchi Capital Advisers, LLC 0.08% Reduce -6.0% 6,700 $1.2M
Cigna Investments Inc. 0.18% Add +1.4% 6,608 $1.2M
Kingswood Wealth Advisors, LLC 0.06% Add +0.6% 6,604 $1.2M
Perigon Wealth Management, LLC 0.02% Add +7.3% 6,601 $1.2M
Gallagher Fiduciary Advisors, LLC 0.04% Add +3.9% 6,540 $1.2M
Level Four Advisory Services, LLC 0.04% Add +1.6% 6,532 $1.2M
Evergreen Capital Management LLC 0.03% Add +48.0% 6,520 $1.2M
Farmers & Merchants Investments Inc. 0.03% Reduce -8.2% 6,473 $1.2M
RiverFront Investment Group, LLC 0.02% Add +1.0% 6,409 $1.2M
Richwood Investment Advisors, LLC 0.85% Reduce -2.8% 6,057 $1.2M
Saturna Capital Corp. 0.02% Add +1.3% 6,360 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% Add +5.1% 6,357 $1.2M
Fig Financial Advisory Services Inc. 0.75% Reduce -16.2% 6,341 $1.2M
BSW Wealth Partners 0.14% Add +6.3% 6,300 $1.2M
Penserra Capital Management LLC 0.01% Reduce -8.2% 6,301 $1.2M
Hantz Financial Services, Inc. 0.02% Add +5.7% 6,277 $1.2M
Modern Wealth Management, LLC 0.02% Add +0.6% 6,266 $1.2M
Texas Yale Capital Corp. 0.04% Add +4.4% 6,265 $1.2M
Parallax Volatility Advisers, L.P. 0.04% New 6,247 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Add +7.7% 6,233 $1.2M
Stratos Wealth Partners, LTD. 0.01% Add +15.4% 6,203 $1.2M
GTS Securities LLC 0.04% Add +91.6% 6,168 $1.1M
Ameritas Investment Partners, Inc. 0.03% Add +0.8% 6,143 $1.1M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.57% Add +8.9% 6,100 $1.1M
Continuum Advisory, LLC 0.11% Add +2.6% 6,084 $1.1M
Summit Financial, LLC 0.02% Add +2.8% 6,082 $1.1M
Pacific Sun Financial Corp 0.54% Reduce -1.2% 6,063 $1.1M
EverSource Wealth Advisors, LLC 0.04% Add +20.2% 6,059 $1.1M
Qtron Investments LLC 0.15% Add +2.0% 6,057 $1.1M
Dudley Capital Management, LLC 0.49% No change 6,025 $1.1M
Dodds Wealth, LLC 0.27% Reduce -6.3% 6,017 $1.1M
Harbor Investment Advisory, LLC 0.08% Add +87.6% 5,990 $1.1M
Ellevest, Inc. 0.15% Reduce -3.0% 5,960 $1.1M
Busey Bank 0.03% Add +0.8% 5,795 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -4.3% 5,793 $1.1M
Apella Capital, LLC 0.02% Add +0.3% 5,777 $1.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.04% No change 5,713 $1.1M
Fideuram Asset Management (Ireland) dac 0.08% — 6,842 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +7.8% 5,684 $1.1M
Trustmark Bank Trust Department 0.07% Reduce -0.8% 5,648 $1.0M
Evolve Private Wealth, LLC 0.06% — 5,616 $1.0M
Capital Square, LLC 0.53% Reduce -36.6% 5,575 $1.0M
Lumbard & Kellner, LLC 0.36% No change 5,496 $1.0M
Friedenthal Financial 0.52% New 5,477 $1.0M
Syon Capital LLC 0.05% Add +0.5% 5,477 $1.0M
Wealthspire Advisors, LLC 0.01% Add +61.7% 5,420 $1.0M
MQS Management LLC 0.59% New 5,405 $1.0M
Stableford Capital II LLC 0.36% Reduce -4.5% 5,394 $1.0M
Contravisory Investment Management, Inc. 0.20% Reduce -4.1% 5,387 $1000K
Integrated Wealth Concepts LLC 0.01% Reduce -43.9% 5,375 $998K
Monetary Management Group Inc. 0.23% Reduce -4.5% 5,350 $993K
ING Groep NV 0.01% Reduce -85.9% 5,346 $992K
Quantum Portfolio Management LLC 0.44% Reduce -31.7% 5,344 $992K
AlphaQuest LLC 0.05% Reduce -48.1% 5,267 $978K
Retirement Planning Co of New England, Inc. 0.39% Reduce -0.3% 5,252 $975K
Park Edge Advisors, LLC 0.22% New 5,248 $974K
Ashton Thomas Securities, LLC 0.18% Add +46.8% 5,219 $969K
Sara-Bay Financial 0.29% Reduce -0.4% 5,135 $965K
Inceptionr LLC 0.27% New 5,177 $961K
Machina Capital S.A.S. 0.18% Reduce -77.1% 5,154 $957K
Fidelis Capital Partners, LLC 0.07% Add +9.5% 5,143 $955K
Integrity Alliance, Llc. 0.03% New 5,139 $954K
Finward Bancorp 0.73% Reduce -5.3% 5,096 $946K
Geneos Wealth Management Inc. 0.02% Reduce -6.2% 5,082 $943K
SJS Investment Consulting Inc. 0.12% Add +0.4% 5,072 $941K
Jackson Square Capital, LLC 0.18% Add +2.2% 5,027 $933K
ARS Wealth Advisors Group, LLC 0.08% No change 4,988 $926K
Investment Advisory Group, LLC 0.23% No change 4,920 $913K
Integrated Advisors Network LLC 0.04% Reduce -2.1% 4,891 $908K
ProVise Management Group, LLC 0.06% Reduce -0.1% 4,877 $905K
Sigma Planning Corp 0.02% Reduce -41.3% 4,864 $903K
Cresset Asset Management, LLC 0.00% Reduce -0.2% 4,864 $903K
Madden Advisory Services, Inc. 0.36% Reduce -2.6% 4,858 $902K
Legacy Wealth Asset Management, LLC 0.22% Reduce -11.2% 4,834 $897K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -0.6% 4,795 $890K
Valeo Financial Advisors, LLC 0.02% Add +5.1% 4,765 $884K
M&G PLC 0.00% Reduce -11.9% 4,752 $884K
Edgestream Partners, L.P. 0.02% Reduce -67.5% 4,760 $884K
Sage Mountain Advisors LLC 0.05% Add +15.0% 4,733 $878K
CIBC Private Wealth Group LLC 0.00% Add +62.1% 4,730 $878K
LongView Wealth Management 0.21% Reduce -5.2% 4,693 $876K
Lederer & Associates Investment Counsel 0.58% Reduce -2.1% 4,649 $863K
Premier Path Wealth Partners, LLC 0.11% Add +1.5% 4,629 $859K
AlphaGrep UK Ltd 0.29% — 4,605 $855K
Pinebridge Investments LLC 0.01% — 4,588 $852K
PDS Planning, Inc 0.06% Add +5.8% 4,578 $850K
Midwest Trust Co 0.01% Reduce -37.5% 4,574 $849K
Florida Financial Advisors, LLC 0.23% Add +14.7% 4,570 $848K
Fulcrum Capital LLC 0.17% Reduce -14.0% 4,534 $842K
First American Trust, FSB 0.06% Add +0.2% 4,522 $839K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -36.8% 4,506 $836K
LRI Investments, LLC 0.07% Reduce -0.6% 4,499 $835K
Joel Isaacson & Co., LLC 0.03% Add +1.9% 4,480 $832K
Bard Associates Inc. 0.21% Reduce -7.4% 4,432 $823K
Eurizon SLJ Capital Ltd 0.33% — 4,427 $822K
Tower Bridge Advisors 0.08% No change 4,425 $821K
IHT Wealth Management, LLC 0.02% Add +1.0% 4,424 $821K
Plato Investment Management Ltd 0.05% No change 4,392 $819K
Alteri Wealth LLC 0.27% Reduce -19.1% 4,413 $819K
Ingalls & Snyder LLC 0.03% No change 4,395 $816K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +1.0% 4,362 $810K
Jackson Creek Investment Advisors LLC 0.24% Reduce -1.6% 4,324 $803K
Fairtree Asset Management (Pty) Ltd 0.37% Add +0.4% 4,291 $796K
Howard Capital Management, LLC 0.01% Add +0.5% 4,269 $792K
St Germain D J Co. Inc. 0.03% Reduce -4.7% 4,266 $792K
Panoramic Investment Advisors, LLC 0.43% No change 4,252 $789K
Vinva Investment Management Ltd 0.01% New 4,177 $785K
Foster Victor Wealth Advisors, LLC 0.05% New 4,091 $783K
IFP Advisors, Inc 0.02% Add +24.8% 4,208 $781K
Virtu Financial LLC 0.03% New 4,171 $774K
Associated Banc-Corp 0.02% Reduce -5.8% 4,166 $773K
Manske Wealth Management 0.23% Reduce -5.4% 4,150 $770K
Rehmann Capital Advisory Group 0.04% Add +18.4% 4,112 $763K
Tuttle Capital Management, LLC 1.69% Reduce -17.3% 4,112 $763K
Caerus Investment Advisors, LLC 0.25% Reduce -10.9% 4,108 $762K
Whittier Trust Co. of Nevada Inc. 0.02% Add +3.3% 4,105 $762K
Dogwood Wealth Management LLC 0.34% Reduce -7.8% 4,106 $762K
Churchill Financial Advisors, LLC 0.23% — 4,095 $760K
Baldwin Investment Management, LLC 0.09% No change 4,076 $757K
Childress Capital Advisors, LLC 0.12% Add +33.9% 4,056 $753K
Harbour Investments, Inc. 0.02% Reduce -1.4% 4,009 $744K
Brown Brothers Harriman & Co. 0.00% Add +59.4% 3,997 $742K
Southland Equity Partners LLC 0.14% Add +0.7% 3,947 $733K
Aprio Wealth Management, LLC 0.04% Add +94.3% 3,935 $730K
180 Wealth Advisors, LLC 0.08% Reduce -43.0% 3,903 $724K
Glenview Trust Co 0.01% Add +2.3% 3,900 $724K
Personal Cfo Solutions, LLC 0.11% Add +46.9% 3,885 $721K
Comprehensive Money Management Services LLC 0.50% No change 3,876 $719K
Cambria Investment Management, L.P. 0.04% Add +0.0% 3,866 $718K
River Street Advisors LLC 0.27% Add +2.8% 3,843 $713K
AA Financial Advisors, LLC 0.13% Add +8.1% 3,838 $712K
Zions Bancorporation, National Association 0.03% Add +71.7% 3,805 $706K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 3,807 $706K
Essex Financial Services, Inc. 0.04% Add +25.5% 3,790 $703K
Farringdon Capital, Ltd. 0.17% New 3,745 $695K
Buckley Wealth Management, LLC 0.18% New 3,738 $694K
Beto Financial Group, LLC 0.47% — 3,694 $692K
Ameritas Advisory Services, LLC 0.03% Add +27.4% 3,717 $690K
Prosperity Consulting Group, LLC 0.03% Add +33.9% 3,712 $689K
CDKV Holdings LLC 0.58% — 708 $689K
B. Riley Wealth Advisors, Inc. 0.03% Add +19.8% 3,669 $681K
Souders Financial Advisors 0.08% Add +28.4% 3,669 $681K
Caldwell Sutter Capital, Inc. 0.29% Reduce -1.6% 3,627 $673K
Panagora Asset Management Inc. 0.00% No change 3,625 $673K
CoreCap Advisors, LLC 0.02% Add +6.3% 3,615 $671K
Arax Advisory Partners 0.02% Reduce -72.2% 3,610 $670K
HBK Sorce Advisory LLC 0.02% Add +0.6% 3,384 $663K
Family Wealth Partners, LLC 0.24% Add +0.1% 3,567 $662K
Peak Planning Group, LLC 0.19% Add +0.2% 3,562 $661K
Van Hulzen Asset Management, LLC 0.05% Reduce -7.8% 3,561 $661K
Patriot Financial Group Insurance Agency, LLC 0.08% New 3,561 $661K
Flputnam Investment Management Co. 0.01% Add +0.1% 3,553 $660K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.17% Add +11.3% 3,550 $659K
Keel Point, LLC 0.04% Add +5.9% 3,509 $651K
CX Institutional 0.02% Add +7.1% 3,499 $650K
Simplicity Wealth,LLC 0.04% Add +25.7% 3,500 $650K
Stonebridge Financial Group, LLC 0.06% Add +0.7% 3,497 $649K
Dakota Wealth Management 0.01% New 3,497 $649K
West Family Investments, Inc. 0.15% No change 3,491 $648K
Valued Retirements, Inc. 0.63% Add +20.1% 3,488 $647K
Turtle Creek Wealth Advisors, LLC 0.05% Add +15.0% 3,488 $647K
Brevan Howard Capital Management LP 0.01% New 3,484 $647K
Strategy Asset Managers LLC 0.11% Add +1.1% 3,480 $646K
Ninepoint Partners LP 0.08% Add +137.3% 3,479 $646K
Comprehensive Financial Consultants Institutional, Inc. 0.19% No change 3,474 $645K
Westerkirk Capital Inc. 0.06% Reduce -65.3% 3,471 $644K
AE Wealth Management LLC 0.00% Add +8.9% 3,471 $644K
Conning Inc. 0.02% Add +4.1% 3,467 $644K
L2 Asset Management, LLC 0.09% Add +10.0% 3,459 $642K
DigitalBridge Group, Inc. 0.05% Reduce -9.2% 3,450 $640K
Balboa Wealth Partners 0.11% Reduce -2.3% 3,447 $640K
Lake Street Private Wealth, LLC 0.08% Add +0.1% 3,443 $639K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -2.4% 3,440 $639K
LCNB Corp. 0.21% Reduce -4.9% 3,392 $630K
HF Advisory Group, LLC 0.22% Reduce -8.2% 3,387 $629K
Frec Markets, Inc. 0.18% — 3,375 $627K
Koshinski Asset Management, Inc. 0.04% Add +15.5% 3,375 $626K
Pettyjohn, Wood & White, Inc. 0.10% Add +5.4% 3,374 $626K
USA Financial Formulas 0.11% New 3,366 $625K
Advisory Services Network, LLC 0.01% Add +40.5% 3,360 $624K
Index Technologies Group LLC 0.64% — 3,294 $611K
Hutchens & Kramer Investment Management Group, LLC 0.21% Reduce -4.5% 3,294 $611K
Shelton Capital Management 0.01% No change 3,278 $608K
Pinnacle Wealth Management Group, Inc. 0.30% Reduce -1.3% 3,276 $608K
Silver Oak Securities, Incorporated 0.04% Add +17.7% 3,212 $604K
Sfmg, LLC 0.04% Reduce -2.3% 3,253 $604K
Point Windward Advisors Inc. 0.29% No change 3,250 $603K
Spirepoint Private Client, LLC 0.06% Add +13.2% 3,235 $600K
GWN Securities Inc. 0.12% Add +19.8% 3,209 $596K
Obermeyer Wealth Partners 0.03% Reduce -1.9% 3,204 $595K
TD Private Client Wealth LLC 0.01% Add +0.5% 3,189 $592K
MassMutual Private Wealth & Trust, FSB 0.02% Add +5.2% 3,174 $589K
Keystone Financial Group 0.04% Add +8.8% 3,165 $587K
Warwick Investment Management, Inc. 0.09% Add +13.9% 3,155 $586K
Hendershot Investments Inc. 0.07% Reduce -3.7% 3,126 $580K
Mosaic Family Wealth Partners, LLC 0.06% Reduce -0.1% 3,114 $578K
Hilltop Holdings Inc. 0.03% Add +3.0% 3,088 $573K
Blue Trust, Inc. 0.01% Reduce -4.0% 3,079 $571K
Retireful, LLC 0.72% New 3,036 $571K
Waddell & Associates, LLC 0.04% No change 3,071 $570K
Moors & Cabot, Inc. 0.02% Reduce -15.5% 3,048 $566K
Journey Strategic Wealth LLC 0.01% Reduce -3.2% 3,044 $565K
Dividend Assets Capital, LLC 0.11% No change 3,000 $557K
Walter Public Investments Inc. 0.10% No change 3,000 $557K
Valmark Advisers, Inc. 0.01% Add +0.5% 2,995 $556K
Moran Wealth Management, LLC 0.02% Reduce -17.0% 2,949 $547K
Marshall Financial Group, LLC 0.11% Reduce -21.5% 2,933 $544K
Shrier Wealth Management, LLC 0.21% — 2,891 $537K
LYNX Capital Group Ltd. 0.24% No change 2,878 $534K
Fiduciary Trust Co 0.01% Reduce -5.7% 2,840 $527K
FWG Holdings, LLC 0.20% New 2,796 $527K
Stock Yards Bank & Trust Co. 0.02% No change 2,813 $522K
Marex Group Ltd 0.01% Reduce -31.7% 2,802 $520K
Mutual Advisors, LLC 0.01% Reduce -0.6% 2,802 $520K
QTR Family Wealth, LLC 0.23% Add +0.5% 2,587 $519K
Wakefield Asset Management LLLP 0.14% Add +1.4% 2,777 $515K
Heartland Bank & Trust Co 0.22% Reduce -1.7% 2,772 $515K
Alta Advisers Ltd 0.18% Reduce -3.5% 2,733 $507K
Whipplewood Advisors, LLC 0.33% Add +0.8% 2,727 $506K
Strategic Investment Advisors / MI 0.04% Reduce -8.6% 2,701 $501K
Covenant Asset Management, LLC 0.10% Add +1.6% 2,701 $501K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -23.3% 2,700 $501K
RCW Management, LLC 0.50% — 2,678 $497K
Mather Group, Llc. 0.01% Add +12.6% 2,677 $497K
Roehl & Yi Investment Advisors, LLC 0.20% Add +57.8% 2,671 $496K
Providence First Trust Co 0.17% New 2,670 $496K
Alps Advisors Inc. 0.00% Add +5.3% 2,670 $496K
Bowman & Co S.C. 0.21% No change 2,665 $495K
Quotient Wealth Partners, LLC 0.01% Add +7.6% 2,660 $494K
Hartline Investment Corp./ 0.05% No change 2,652 $492K
Capital Analysts, LLC 0.01% Reduce -3.9% 2,650 $491K
First Horizon Corp. 0.02% Add +63.0% 2,636 $489K
Foresight Group Ltd Liability Partnership 0.07% New 2,598 $488K
Wedbush Securities Inc. 0.01% Add +10.9% 2,621 $486K
LGT Fund Management Co Ltd. 0.04% No change 2,568 $483K
HUB Investment Partners, LLC 0.01% Reduce -4.1% 2,593 $481K
Jacobi Capital Management LLC 0.03% Reduce -0.1% 2,577 $478K
Visionary Wealth Advisors 0.02% Reduce -5.1% 2,572 $477K
CHICAGO TRUST Co NA 0.08% Add +8.8% 2,572 $477K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -0.4% 2,571 $477K
Cynosure Group, LLC 0.05% New 2,568 $477K
44 Wealth Management LLC 0.16% Add +1.7% 2,557 $475K
Evoke Wealth, LLC 0.01% Reduce -18.9% 2,537 $471K
Ascentis Independent Advisors 0.08% Add +7.4% 2,537 $471K
Rothschild Capital Partners, LLC 0.11% No change 2,524 $468K
Driehaus Capital Management LLC 0.00% Reduce -38.2% 2,522 $468K
First Citizens Bank & Trust Co. 0.01% Add +72.0% 2,519 $468K
Abc Arbitrage SA 0.04% New 2,515 $467K
Composition Wealth, LLC 0.01% Add +8.0% 2,510 $466K
Corient IA LP 0.44% No change 2,500 $464K
Whittier Trust Co. 0.01% Reduce -17.3% 2,498 $464K
Hudock, Inc. 0.07% Add +0.2% 2,496 $463K
IFG Advisory, LLC 0.02% Add +0.1% 2,491 $462K
Retirement Planning Group, LLC / NY 0.31% Reduce -0.0% 2,476 $460K
SmartHarvest Portfolios, LLC 0.16% — 2,472 $459K
Gold Investment Management Ltd. 0.15% Reduce -1.8% 2,470 $458K
Facet Wealth, Inc. 0.01% Add +77.0% 2,483 $457K
Jefferies Financial Group Inc. 0.00% New 2,452 $455K
bLong Financial, LLC 0.32% No change 2,450 $455K
CWA Asset Management Group, LLC 0.02% Add +11.8% 2,424 $450K
Clifford Swan Investment Counsel LLC 0.01% No change 2,423 $450K
Advisor OS, LLC 0.04% Add +7.3% 2,409 $447K
Transcend Capital Advisors, LLC 0.03% Add +8.3% 2,408 $447K
Whalerock Point Partners, LLC 0.09% Reduce -9.1% 2,398 $445K
Resonant Capital Advisors, LLC 0.02% Add +4.8% 2,386 $443K
First National Bank of Mount Dora, Trust Investment Services 0.10% No change 2,385 $443K
Maia Wealth LLC 0.08% Add +21.3% 2,123 $442K
Crestwood Advisors Group, LLC 0.01% Add +33.7% 2,374 $441K
Triad Wealth Partners, LLC 0.04% Add +6.0% 2,370 $440K
Cary Street Partners Investment Advisory LLC 0.12% Add +10.1% 2,351 $436K
Western Wealth Management, LLC 0.02% Add +21.5% 2,332 $433K
LaSalle St. Investment Advisors, LLC 0.07% Add +14.1% 2,328 $432K
Parsonex Advisory Services, Inc. 0.28% Add +4.8% 2,327 $432K
GM Advisory Group, LLC 0.02% Add +10.0% 2,312 $429K
Planned Solutions, Inc. 0.14% No change 2,307 $428K
AGH Wealth Advisors, LLC 0.32% Add +0.3% 2,302 $427K
MTM Investment Management, LLC 0.14% No change 2,300 $427K
Gardner Lewis Asset Management L P 0.11% New 2,286 $424K
Barnes Pettey Financial Advisors, LLC 0.21% No change 2,277 $423K
Lazard Asset Management LLC 0.00% Add +7.1% 2,276 $422K
Sivia Capital Partners, LLC 0.09% Reduce -1.8% 2,267 $421K
Rothschild Wealth LLC 0.04% Add +0.8% 2,255 $419K
Catalyst Financial Partners LLC 0.05% Add +6.5% 2,243 $416K
Cetera Trust Company, N.A 0.22% Reduce -10.0% 2,240 $416K
Monument Capital Management 0.10% Reduce -24.0% 2,218 $412K
Shelton Wealth Management, LLC 0.18% Add +0.4% 2,201 $408K
Painted Porch Advisors LLC 0.16% No change 2,196 $408K
Blue Fin Capital, Inc. 0.06% No change 2,196 $408K
Beese Fulmer Investment Management, Inc. 0.03% New 2,192 $407K
Pflug Koory, LLC 0.19% No change 2,190 $406K
New Republic Capital, LLC 0.11% New 2,184 $405K
Larson Financial Group LLC 0.01% Add +7.8% 2,181 $405K
Basecamp Wealth Advisors LLC 0.09% — 2,179 $405K
Burke & Herbert Bank & Trust Co. 0.11% Reduce -62.0% 2,156 $400K
AlTi Global, Inc. 0.01% New 2,135 $396K
Capital Advisors Wealth Management, LLC 0.05% Add +12.6% 2,131 $396K
Mystic Asset Management, Inc. 0.09% No change 2,115 $393K
Wellspring Financial Advisors, LLC 0.03% New 2,101 $393K
Walter & Keenan Wealth Management LLC /in/ 0.10% Add +1.1% 2,095 $389K
Norden Group LLC 0.04% Add +46.2% 2,073 $385K
Woodmont Investment Counsel LLC 0.02% No change 2,071 $384K
Wealth Alliance, LLC 0.04% Add +1.2% 2,058 $382K
Income Insurance Ltd 0.25% — 2,048 $380K
Expressive Wealth LLC 0.41% — 2,036 $378K
Purpose Unlimited Inc. 0.02% — 2,036 $378K
Guyasuta Investment Advisors Inc. 0.02% Reduce -19.8% 2,024 $376K
Providence Financial Advisors, LLC 0.37% Reduce -18.7% 2,022 $375K
Safe Harbor Family Capital, LLC 0.33% — 2,016 $374K
Gross & Hartman Investments LLC 0.21% — 2,016 $374K
Tempo Wealth, LLC 0.07% — 2,014 $374K
Krilogy Financial LLC 0.01% Add +0.3% 2,035 $374K
Phillips Wealth Planners LLC 0.30% Add +36.9% 2,007 $373K
Evanson Asset Management, LLC 0.02% Add +0.3% 2,010 $373K
Atom Investors LP 0.03% New 2,005 $372K
Gateway Investment Advisers LLC 0.00% Add +26.0% 2,004 $372K
C2C Wealth Management, LLC 0.31% No change 2,000 $371K
Bluespring Wealth Management, LLC 0.03% No change 2,000 $371K
Hardy Reed LLC 0.03% Add +11.7% 2,000 $371K
World Equity Group, Inc. 0.10% New 1,995 $370K
Parkside Financial Bank & Trust 0.03% Add +2.5% 1,977 $367K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -4.7% 1,974 $366K
Wealth Science Advisors LLC 0.21% — 1,969 $365K
Main Street Financial Solutions, LLC 0.03% Reduce -15.8% 1,966 $365K
First Foundation Advisors 0.01% New 1,963 $364K
Aureus Asset Management, LLC 0.02% Reduce -7.8% 1,950 $362K
Commons Capital, LLC 0.25% Add +0.2% 1,950 $362K
Prosperity Financial Group, Inc. 0.13% Add +0.1% 1,948 $362K
Discipline Wealth Solutions, LLC 0.07% Add +0.6% 1,931 $358K
Circle Wealth Management, LLC 0.01% New 1,919 $356K
Foster Group, Inc. 0.01% Add +0.5% 1,910 $355K
Portfolio Resources Advisor Group, Inc. 0.35% — 1,892 $351K
Moss Adams Wealth Advisors LLC 0.03% Add +13.8% 1,888 $350K
Wealthcare Advisory Partners LLC 0.01% Add +15.5% 1,882 $349K
Prudent Man Advisors, LLC 0.13% Add +0.4% 1,877 $348K
Smith, Moore & Co. 0.03% Add +0.2% 1,875 $348K
Angeles Wealth Management, LLC 0.02% Add +1.5% 1,870 $347K
SVB Wealth LLC 0.02% Reduce -11.9% 1,862 $346K
Robertson Stephens Wealth Management, LLC 0.01% New 1,859 $345K
Register Financial Advisors LLC 0.13% Reduce -8.6% 1,859 $345K
Foundations Investment Advisors, LLC 0.00% Reduce -21.8% 1,851 $344K
Modera Wealth Management, LLC 0.00% Add +1.7% 1,837 $341K
Bullock Wealth Management Group 0.17% — 1,836 $341K
Daymark Wealth Partners, LLC 0.01% Add +1.8% 1,835 $341K
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.26% — 1,831 $340K
CMC Financial Group 0.61% Add +1.5% 1,827 $339K
Sentry Investment Management LLC 0.22% No change 1,790 $332K
Cromwell Holdings LLC 0.18% No change 1,781 $331K
Values Added Financial LLC 0.14% No change 1,776 $330K
Sageworth Trust Co 0.01% Reduce -60.3% 1,775 $329K
Fourth Dimension Wealth, LLC 0.12% Add +0.3% 1,771 $329K
Fortis Group Advisors, LLC 0.06% Reduce -7.0% 1,742 $328K
FSM Wealth Advisors, LLC 0.04% Add +6.3% 1,766 $328K
Chicago Partners Investment Group LLC 0.01% Add +1.7% 1,777 $326K
Accurate Wealth Management, LLC 0.04% Reduce -7.9% 1,747 $325K
Cercano Management LLC 0.01% No change 1,736 $322K
Sowell Financial Services LLC 0.01% Add +38.1% 1,732 $322K
VestGen Advisors, LLC 0.01% Reduce -23.9% 1,732 $321K
Crawford Investment Counsel Inc. 0.01% No change 1,731 $321K
AlphaCentric Advisors LLC 0.32% — 1,723 $320K
Optas, LLC 0.05% Reduce -0.9% 1,721 $319K
Everpar Advisors LLC 0.12% New 1,719 $319K
Cahill Financial Advisors Inc. 0.03% Add +0.1% 1,719 $319K
Motco 0.03% No change 1,714 $318K
Fisher Asset Management 0.00% Add +7.8% 1,710 $317K
CYBER HORNET ETFs LLC 0.19% Add +7.9% 1,707 $317K
Trust Point Inc. 0.03% Reduce -14.8% 1,706 $317K
Clarius Group, LLC 0.02% Reduce -7.8% 1,703 $316K
Soltis Investment Advisors LLC 0.02% Add +9.2% 1,701 $316K
Fell Capital Management 0.31% — 1,700 $316K
Middleton & Co. Inc. 0.03% No change 1,700 $316K
Lafayette Investments, Inc. 0.06% No change 1,699 $315K
Regions Financial Corp. 0.00% Reduce -10.7% 1,694 $314K
Magnetar Financial LLC 0.00% New 1,691 $314K
WealthShield Partners, LLC 0.03% New 1,690 $314K
Avidian Wealth Enterprises, LLC 0.01% Add +7.8% 1,690 $314K
Moody National Bank Trust Division 0.03% Add +9.3% 1,688 $313K
Bridgewater Advisors Inc. 0.02% Add +8.2% 1,779 $313K
KCM Investment Advisors LLC 0.01% Add +3.2% 1,678 $311K
Regent Peak Wealth Advisors LLC 0.06% Reduce -2.7% 1,671 $310K
Cambiar Investors LLC 0.01% Reduce -23.4% 1,661 $308K
Leavell Investment Management, Inc. 0.01% Add +3.7% 1,659 $308K
Rothschild Investment LLC 0.02% Add +2.2% 1,653 $307K
XML Financial, LLC 0.03% Add +23.8% 1,652 $307K
Mechanics Bank Trust Department 0.04% No change 1,649 $306K
WASHINGTON TRUST Co 0.01% New 1,645 $305K
Natural Investments, LLC 0.08% Add +16.7% 1,646 $305K
Capital Investment Advisory Services, LLC 0.02% Add +9.0% 1,641 $305K
Flagship Harbor Advisors, LLC 0.01% Reduce -14.9% 1,640 $304K
Clear Trail Advisors, LLC 0.07% — 1,639 $304K
Advisors Capital Management, LLC 0.00% Add +7.8% 1,636 $304K
Cornerstone Wealth Group, LLC 0.02% Add +6.2% 1,632 $303K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -0.7% 1,624 $301K
Alongside, LLC 0.10% — 1,621 $301K
Liberty Wealth Management LLC 0.04% Add +1.7% 1,616 $300K
Hunter Associates Investment Management LLC 0.04% No change 1,600 $297K
Stonebrook Private Inc. 0.06% Add +1.5% 1,579 $293K
May Hill Capital, LLC 0.08% Add +9.5% 1,567 $291K
Bogart Wealth, LLC 0.01% No change 1,567 $291K
Founders Financial Securities LLC 0.02% Add +5.9% 1,564 $290K
PCM Encore, LLC 0.06% — 1,559 $289K
Strategic Wealth Partners, Ltd. 0.02% No change 1,557 $289K
Forum Financial Management, LP 0.00% New 1,556 $289K
Delta Investment Management, LLC 0.05% New 1,555 $289K
Northcape Wealth Management, LLC 0.08% Reduce -18.0% 1,555 $289K
Quent Capital, LLC 0.02% Add +18.4% 1,554 $288K
Westside Investment Management, Inc. 0.05% No change 1,538 $287K
Fortitude Advisory Group L.L.C. 0.12% Reduce -3.1% 1,544 $287K
Kohmann Bosshard Financial Services, LLC 0.03% No change 1,519 $282K
Onyx Bridge Wealth Group LLC 0.03% Reduce -0.1% 1,513 $281K
Avestar Capital, LLC 0.02% Reduce -5.4% 1,510 $280K
Certuity, LLC 0.02% Add +0.5% 1,506 $280K
Challenger Wealth Management 0.21% Add +0.4% 1,502 $279K
Hanson & Doremus Investment Management 0.03% No change 1,500 $278K
Kane Investment Management, Inc. 0.13% New 1,496 $278K
Procyon Advisors, LLC 0.01% New 1,492 $277K
Uptick Partners, LLC 0.06% New 1,489 $276K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 1,487 $276K
Courier Capital LLC 0.02% No change 1,487 $276K
FineMark National Bank & Trust 0.01% No change 1,486 $276K
Elevation Point Wealth Partners, LLC 0.01% Reduce -62.7% 1,477 $274K
AdvisorNet Financial, Inc 0.01% Add +2.6% 1,460 $271K
Werba Rubin Papier Wealth Management 0.07% Add +4.2% 1,450 $269K
Fairscale Capital, LLC 0.18% No change 1,448 $269K
Capstone Wealth Management Group, LLC 0.11% Add +0.4% 1,445 $268K
Concorde Asset Management, LLC 0.11% Reduce -2.7% 1,444 $268K
One Degree Advisors Inc 0.07% Reduce -23.6% 1,438 $266K
Oxford Financial Group, LTD. LLC 0.01% Add +2.6% 1,432 $266K
Revolve Wealth Partners, LLC 0.03% Add +0.3% 1,430 $265K
Sovran Advisors, LLC 0.02% Add +5.9% 1,404 $264K
Vectors Research Management, LLC 0.08% No change 1,422 $264K
Jackson Thornton Wealth Management, LLC 0.02% New 1,418 $263K
International Assets Investment Management, LLC 0.02% New 1,416 $263K
Abel Hall, LLC 0.06% New 1,395 $259K
Cyndeo Wealth Partners, LLC 0.01% Add +10.4% 1,392 $258K
Colonial Trust Advisors 0.02% No change 1,392 $258K
Stonebridge Capital Advisors LLC 0.02% Add +0.1% 1,390 $258K
Verdence Capital Advisors LLC 0.02% Add +4.2% 1,385 $257K
MV Capital Management, Inc. 0.02% No change 1,384 $257K
Argent Advisors, Inc. 0.07% Add +14.0% 1,384 $257K
FourThought Financial Partners, LLC 0.02% Reduce -4.8% 1,383 $257K
Prelude Capital Management, LLC 0.02% New 1,382 $257K
Investment Advisory Services Inc. /TX 0.08% No change 1,380 $256K
Harmony Asset Management LLC 0.09% Add +1.3% 1,368 $254K
Focused Wealth Management, Inc 0.03% Add +0.1% 1,361 $253K
Cooper Financial Group 0.03% Add +8.5% 1,361 $253K
Carr Financial Group Corp 0.07% Reduce -22.3% 1,358 $252K
Aspire Private Capital, LLC 0.06% Add +0.1% 1,356 $252K
Diversified Enterprises, LLC 0.01% New 1,352 $251K
Aberdeen Wealth Management LLC 0.12% No change 1,350 $251K
DRW Securities, LLC 0.02% Reduce -94.4% 1,350 $251K
Drucker Wealth 3.0, LLC 0.04% Add +0.4% 1,335 $248K
Private Management Group Inc. 0.01% No change 1,330 $247K
RFG Advisory, LLC 0.00% Reduce -2.9% 1,326 $246K
111 Capital 0.05% Add +7.7% 1,317 $244K
Focus Financial Network, Inc. 0.01% Reduce -24.2% 1,301 $242K
Wharton Business Group, LLC 0.01% No change 1,300 $241K
Dynamic Advisor Solutions LLC 0.01% Reduce -32.9% 1,297 $241K
Park National Corp. 0.01% Add +10.1% 1,290 $239K
Perennial Investment Advisors, LLC 0.02% New 1,288 $239K
Core Wealth Partners LLC 0.11% Add +13.7% 1,284 $238K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Reduce -0.8% 1,283 $238K
Asset One Wealth Management LLC 0.03% — 1,262 $237K
Cornerstone Financial Management LLC 0.22% — 1,274 $236K
Wright Wealth LLC 0.15% — 1,273 $236K
Engineers Gate Manager LP 0.00% New 1,272 $236K
TrustBank 0.10% — 1,263 $234K
Kanawha Capital Management LLC 0.02% Reduce -23.3% 1,262 $234K
Centurion Wealth Management LLC 0.05% No change 1,260 $234K
Beacon Financial Group 0.02% Add +0.4% 1,255 $233K
Munich Reinsurance Co Stock Corp in Munich 0.01% Add +25.6% 1,238 $233K
Compass Wealth Management, LLC 0.10% No change 1,250 $232K
Old Port Advisors 0.06% Add +0.7% 1,247 $231K
Scotia Capital Inc. 0.00% Add +1.1% 1,245 $231K
TABR Capital Management, LLC 0.15% Reduce -6.6% 1,239 $230K
Holderness Investments Co. 0.05% Add +5.1% 1,237 $230K
W1M Asset Management Ltd 0.00% New 1,237 $229K
PUREfi Wealth, LLC 0.18% Reduce -18.4% 1,235 $229K
Jackson Hole Capital Partners, LLC 0.04% No change 1,235 $229K
Key Financial Inc 0.04% No change 1,231 $228K
Allen Capital Group, LLC 0.02% Add +2.9% 1,220 $226K
Kovack Advisors, Inc. 0.01% New 1,217 $226K
FLC Capital Advisors 0.04% No change 1,215 $226K
Bar Harbor Wealth Management 0.01% Reduce -1.0% 1,214 $225K
NorthCrest Asset Manangement, LLC 0.01% Reduce -28.0% 1,219 $225K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +10.6% 1,203 $223K
Mattern Wealth Management LLC 0.04% Reduce -14.3% 1,200 $223K
Sterling Investment Advisors, Ltd. 0.04% No change 1,200 $223K
Jag Capital Management, LLC 0.02% No change 1,200 $223K
Samalin Investment Counsel, LLC 0.08% Reduce -3.2% 1,200 $223K
Elite Life Management LLC 0.36% New 1,128 $221K
Private Trust Co. NA 0.02% Add +25.5% 1,190 $221K
True North Advisors, LLC 0.03% Reduce -5.8% 1,187 $220K
Keebeck Wealth Management 0.03% Add +2.1% 1,187 $220K
Bingham Private Wealth, LLC 0.19% — 1,185 $220K
Silverlake Wealth Management LLC 0.05% Reduce -2.1% 1,176 $218K
Greykasell Wealth Strategies, Inc. 0.09% No change 1,174 $218K
Van Cleef Asset Management,Inc 0.02% No change 1,172 $218K
Cidel Asset Management Inc. 0.02% Reduce -8.3% 1,169 $217K
West Michigan Advisors, LLC 0.05% Add +0.1% 1,162 $216K
Cambient Family Office, LLC 0.03% — 1,158 $215K
Bedel Financial Consulting, Inc. 0.02% No change 1,153 $214K
Birch Hill Investment Advisors LLC 0.01% No change 1,152 $214K
Jaffetilchin Investment Partners, LLC 0.01% New 1,147 $213K
Earned Wealth Advisors, LLC 0.02% New 1,146 $213K
Tradition Wealth Management, LLC 0.02% Add +1.9% 1,144 $212K
Kathmere Capital Management, LLC 0.01% New 1,144 $212K
Axxcess Wealth Management, LLC 0.00% New 1,137 $211K
Havemeyer Place LP 0.04% — 1,136 $211K
Clark Capital Management Group, Inc. 0.00% New 1,135 $211K
NorthRock Partners, LLC 0.00% Reduce -86.0% 1,129 $210K
Anchyra Partners LLC 0.06% — 1,128 $209K
Graves Light Lenhart Wealth, Inc. 0.02% New 1,120 $208K
Parkway Wealth Management Group, LLC 0.03% — 1,119 $208K
Successful Portfolios LLC 0.11% Reduce -1.1% 1,113 $207K
Hilltop Wealth Advisors, LLC 0.10% New 1,114 $207K
Intellus Advisors LLC 0.03% New 1,113 $207K
Birch Financial Group, LLC 0.12% Reduce -1.3% 1,113 $207K
Calamos Wealth Management LLC 0.01% New 1,109 $206K
Longboard Asset Management, LP 1.31% New 1,106 $205K
Arcadia Investment Management Corp. 0.03% Add +0.2% 1,103 $205K
Certified Advisory Corp 0.02% New 1,102 $204K
Advus Financial Partners, LLC 0.05% New 1,101 $204K
Optimize Financial Inc. 0.10% New 1,098 $204K
Alpha Zero LLC 0.11% Reduce -13.7% 1,097 $204K
Abacus Planning Group, Inc. 0.03% Reduce -5.8% 1,097 $204K
Stratos Investment Management, LLC 0.01% Reduce -9.4% 1,094 $203K
First National Trust Co 0.01% New 1,091 $203K
Ieq Capital, LLC 0.00% Reduce -97.7% 1,088 $202K
Greenwich Wealth Management LLC 0.01% New 1,081 $201K
Tritonpoint Wealth, LLC 0.02% Reduce -9.8% 1,083 $201K
Princeton Global Asset Management LLC 0.03% Add +6.3% 1,064 $197K
City State Bank 0.05% No change 1,058 $196K
Westfuller Advisors, LLC 0.08% Reduce -1.1% 1,052 $195K
Steigerwald, Gordon & Koch Inc. 0.02% No change 1,046 $194K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +2929.4% 1,030 $191K
Summit Securities Group LLC 0.03% Reduce -11.9% 1,018 $189K
Lanark Financial, Inc. 0.01% Add +50.6% 1,003 $186K
Bollard Group LLC 0.00% No change 979 $182K
DV Equities, LLC 0.03% — 967 $179K
North Star Investment Management Corp. 0.01% Add +0.5% 961 $178K
SageView Advisory Group, LLC 0.01% New 940 $175K
Colonial Trust Co / SC 0.02% Reduce -19.5% 938 $174K
Family Capital Trust Co 0.06% Add +1.2% 931 $173K
Ameriflex Group, Inc. 0.09% Reduce -43.0% 925 $172K
Ascentis Wealth Management, LLC 0.04% Reduce -4.8% 921 $171K
Camelot Portfolios, LLC 0.10% New 900 $167K
Sit Investment Associates Inc. 0.00% No change 885 $164K
Cary Street Partners Financial LLC 0.00% Reduce -22.1% 873 $162K
Clearstead Trust, LLC 0.03% No change 871 $162K
Reflection Asset Management 0.11% — 834 $155K
HM Payson & Co. 0.00% No change 830 $154K
Physician Wealth Advisors, Inc. 0.02% Add +2.1% 818 $152K
Turning Point Benefit Group, Inc. 0.08% Add +14.9% 817 $152K
First United Bank & Trust 0.05% No change 800 $148K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 800 $148K
CVA Family Office, LLC 0.02% Add +2.2% 793 $147K
Barnes Dennig Private Wealth Management LLC 0.15% Add +2934.6% 789 $146K
GHP Investment Advisors, Inc. 0.01% No change 775 $144K
Harbor Capital Advisors, Inc. 0.01% Add +379.1% 757 $141K
Centennial Bank 0.05% No change 740 $137K
Inlight Wealth Management, LLC 0.05% No change 720 $134K
Covestor Ltd 0.07% Add +190.2% 711 $132K
Flagship Wealth Advisors, LLC 0.04% Reduce -2.1% 700 $130K
HHM Wealth Advisors, LLC 0.02% No change 700 $130K
Webster Bank, N. A. 0.01% No change 700 $130K
Trust Co. of Vermont 0.01% Add +33.9% 699 $130K
Glen Eagle Advisors, LLC 0.02% Reduce -8.8% 698 $130K
Global X Japan Co., Ltd. 0.01% Reduce -51.6% 682 $127K
Essential Partners LLC 0.04% Reduce -45.5% 681 $126K
ORG Partners LLC 0.02% Add +2.7% 680 $126K
Quarry LP 0.02% Add +262.7% 671 $125K
Golden State Wealth Management, LLC 0.01% No change 663 $123K
Wiser Advisor Group LLC 0.14% Add +0.1% 657 $122K
WPG Advisers, LLC 0.09% Add +236.7% 643 $119K
Eastern Bank 0.00% Add +26.2% 631 $117K
Cullen/Frost Bankers, Inc. 0.00% Add +39.6% 592 $110K
Cape Investment Advisory, Inc. 0.03% Add +37.8% 591 $110K
Orion Capital Management LLC 0.04% Reduce -12.5% 588 $109K
Creative Financial Designs Inc. 0.01% No change 583 $108K
MeadowBrook Investment Advisors LLC 0.09% No change 574 $107K
Manchester Capital Management LLC 0.01% Add +7.7% 563 $104K
MCF Advisors LLC 0.01% Add +7.5% 562 $104K
Bank & Trust Co 0.07% No change 550 $102K
Valley National Advisers Inc. 0.01% Add +0.4% 512 $95K
Catalyst Capital Advisors LLC 0.00% Reduce -41.9% 505 $94K
MidAtlantic Capital Management, Inc. 0.06% New 500 $93K
Independence Bank of Kentucky 0.01% Add +10.0% 496 $92K
Rosenberg Matthew Hamilton 0.02% No change 491 $91K
Elequin Capital, LP 0.01% New 486 $90K
Bruce G. Allen Investments, LLC 0.06% Reduce -36.1% 461 $86K
Pinnacle Bancorp, Inc. 0.02% No change 450 $84K
Franchise GP Ltd 0.09% — 449 $83K
Garton & Associates Financial Advisors LLC 0.04% — 419 $78K
Salomon & Ludwin, LLC 0.01% Add +24.7% 419 $77K
Avalon Trust Co 0.00% Reduce -1.9% 412 $76K
Asset Dedication, LLC 0.00% No change 405 $75K
Riverview Trust Co 0.09% No change 400 $74K
Mechanics Financial Corp 0.03% No change 400 $74K
Private Wealth Asset Management, LLC 0.01% No change 395 $73K
Deseret Mutual Benefit Administrators 0.03% Reduce -8.2% 394 $73K
GW&K Investment Management, LLC 0.00% Add +8.9% 392 $73K
Bell Investment Advisors, Inc 0.01% Add +31.7% 386 $72K
Versant Capital Management, Inc 0.01% No change 386 $72K
TCTC Holdings, LLC 0.00% No change 379 $70K
Atlas Capital Advisors Inc. 0.01% — 366 $68K
Caldwell Trust Co 0.01% Reduce -11.9% 361 $67K
Anchor Investment Management, LLC 0.01% No change 350 $65K
Greenline Wealth Management LLC 0.07% — 348 $65K
Silvant Capital Management LLC 0.00% No change 348 $65K
Prosperity Bancshares Inc 0.06% — 343 $64K
Piscataqua Savings Bank 0.04% No change 338 $63K
Hilton Head Capital Partners, LLC 0.04% — 335 $62K
Copia Wealth Management 0.04% No change 333 $62K
Capital Advisors, Ltd. LLC 0.01% Add +11.6% 328 $61K
Financial Management Professionals, Inc. 0.01% No change 325 $60K
West Financial Advisors, LLC 0.01% No change 320 $59K
Collier Financial 0.04% Add +0.3% 302 $56K
IAG Wealth Partners, LLC 0.01% No change 300 $56K
Fortitude Family Office, LLC 0.01% No change 292 $54K
Entrust Financial LLC 0.04% — 280 $52K
Elyxium Wealth, LLC 0.01% New 274 $51K
Kemnay Advisory Services Inc. 0.01% New 274 $51K
Manitou Investment Management Ltd. 0.01% No change 270 $50K
True Wealth Design, LLC 0.01% Reduce -29.5% 263 $49K
Richardson Financial Services Inc. 0.02% Add +851.9% 257 $48K
Truvestments Capital LLC 0.01% Reduce -10.1% 250 $46K
Sunbelt Securities, Inc. 0.00% Add +18.4% 244 $45K
Cornerstone Planning Group LLC 0.01% Add +158.5% 243 $45K
Keating Financial Advisory Services, Inc. 0.01% — 239 $44K
Financial Perspectives, Inc 0.01% Reduce -8.3% 231 $43K
Optima Capital LLC 0.02% New 224 $42K
First Command Advisory Services, Inc. 0.00% Add +8.8% 223 $41K
Dunhill Financial, LLC 0.01% Add +19.3% 223 $41K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -4.4% 216 $40K
Grove Bank & Trust 0.00% Add +1.4% 215 $40K
Hollencrest Capital Management 0.00% No change 215 $40K
N.E.W. Advisory Services LLC 0.00% No change 212 $39K
Morse Asset Management, Inc 0.01% Add +56.3% 211 $39K
NFSG Corp 0.01% Reduce -31.6% 210 $39K
Smallwood Wealth Investment Management, LLC 0.02% Add +6.2% 207 $38K
JNBA Financial Advisors 0.00% Reduce -31.7% 205 $38K
Hughes Financial Services, LLC 0.01% No change 203 $38K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% — 200 $37K
Broadwater Capital Management LLC 0.03% No change 200 $37K
Global Trust Asset Management, LLC 0.01% No change 200 $37K
NBT Bank, N.A. 0.00% Add +3.5% 238 $37K
Roxbury Financial LLC 0.03% No change 196 $36K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +5.7% 186 $35K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -1.1% 184 $34K
McIlrath & Eck, LLC 0.00% No change 184 $34K
Brown, Lisle/Cummings, Inc. 0.01% No change 183 $34K
Bank of New Hampshire 0.01% No change 182 $34K
Financial Consulate, Inc. 0.00% New 181 $34K
Wealth Preservation Advisors, LLC 0.02% Add +5.2% 181 $34K
Sittner & Nelson, LLC 0.01% No change 171 $34K
Bellevue Asset Management, LLC 0.01% No change 172 $32K
Nemes Rush Group LLC 0.00% Add +12.8% 168 $31K
Central Pacific Bank - Trust Division 0.00% Add +28.0% 160 $30K
Highline Wealth Partners LLC 0.01% Add +8.4% 155 $29K
Swiss Re Ltd. 0.00% — 155 $29K
Marquette Asset Management, LLC 0.00% Add +62.8% 153 $28K
Signature Equity Partners, LLC 0.02% — 153 $28K
Park Place Capital Corp 0.01% No change 152 $28K
Root Financial Partners, LLC 0.00% Add +28.0% 151 $28K
Albion Financial Group 0.00% Reduce -9.2% 148 $27K
Solstein Capital, LLC 0.01% No change 148 $27K
Scarborough Advisors, LLC 0.00% Reduce -15.4% 148 $27K
Howard Hughes Medical Institute 0.02% Add +2.8% 147 $27K
Burkett Financial Services, LLC 0.01% No change 146 $27K
Armstrong Advisory Group, Inc. 0.00% No change 143 $27K
Financial Network Wealth Advisors LLC 0.03% No change 142 $26K
Hager Investment Management Services, LLC 0.01% No change 142 $26K
Hazlett, Burt & Watson, Inc. 0.01% No change 142 $26K
Provenance Wealth Advisors, LLC 0.00% No change 139 $26K
Evermay Wealth Management LLC 0.00% Add +30.5% 137 $25K
New England Capital Financial Advisors LLC 0.01% No change 136 $25K
IMA Advisory Services, Inc. 0.00% Add +26.2% 135 $25K
High Note Wealth, LLC 0.00% Add +47.3% 134 $25K
Avion Wealth 0.01% Reduce -0.7% 134 $24K
Sfam, LLC 0.02% — 125 $23K
Ares Financial Consulting, LLC 0.02% — 124 $23K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -9.2% 119 $22K
Smithfield Trust Co 0.00% Add +83.3% 121 $22K
Prestige Wealth Management Group LLC 0.00% Reduce -98.7% 114 $21K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 114 $21K
Coston, McIsaac & Partners 0.00% No change 115 $21K
Rossby Financial, LCC 0.01% Add +273.3% 112 $21K
Vision Financial Markets LLC 0.02% Add +0.9% 111 $20K
J.Safra Asset Management Corp 0.00% No change 110 $20K
Raffa Wealth Management, LLC 0.00% Add +16.5% 106 $20K
Wolff Wiese Magana LLC 0.01% No change 105 $19K
Sachetta, LLC 0.01% Reduce -77.0% 103 $19K
Abound Wealth Management 0.00% No change 102 $19K
Robinswood Financial LLC 0.01% No change 101 $19K
Reyes Financial Architecture, Inc. 0.01% Add +29.5% 101 $19K
Sunrise Financial Services, LLC 0.01% — 100 $19K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $19K
Barrett & Company, Inc. 0.01% No change 100 $19K
Global Wealth Strategies & Associates 0.00% Reduce -50.0% 100 $19K
Perkins Coie Trust Co 0.00% No change 100 $19K
Kentucky Trust Co 0.01% New 97 $18K
Winch Advisory Services, LLC 0.00% Add +1.1% 95 $18K
Kilter Group LLC 0.01% Add +55.9% 92 $17K
Wellington-Altus USA Inc. 0.01% — 92 $17K
New Millennium Group LLC 0.01% No change 91 $17K
Joseph Group Capital Management 0.00% New 91 $17K
University of Texas/Texas Am Investment Management Co. 0.00% New 85 $16K
SouthState Bank Corp 0.00% Add +51.8% 85 $16K
Citizens National Bank Trust Department 0.00% No change 83 $15K
Red Tortoise LLC 0.01% No change 81 $15K
Wilkerson Advisory Group LLC 0.01% — 81 $15K
Birchbrook, Inc. 0.01% Add +35.6% 80 $15K
Strive Financial Group ,LLC 0.01% — 79 $15K
Aventura Private Wealth, LLC 0.01% New 75 $14K
Measured Wealth Private Client Group, LLC 0.00% No change 75 $14K
Jessup Wealth Management, Inc 0.00% New 74 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 73 $14K
Y.D. More Investments Ltd 0.00% Reduce -74.7% 73 $14K
SHP Wealth Management 0.00% — 69 $13K
Bangor Savings Bank 0.00% New 67 $12K
Leonteq Securities AG 0.00% Add +47.7% 65 $12K
Aspect Partners, LLC 0.01% Add +14.3% 64 $12K
Sound Income Strategies, LLC 0.00% Reduce -70.4% 61 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +17.0% 62 $12K
Legacy Bridge, LLC 0.00% New 58 $11K
Loomis Sayles & Co. L P 0.00% No change 58 $11K
Bare Financial Services, Inc 0.00% Reduce -9.5% 57 $11K
SOA Wealth Advisors, LLC. 0.00% No change 10,376 $10K
Pacifica Partners Inc. 0.00% No change 54 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 54 $10K
HighMark Wealth Management LLC 0.00% Add +82.8% 53 $10K
Heritage Wealth Advisors 0.00% No change 52 $10K
Elevation Wealth Partners, LLC 0.00% Add +112.5% 51 $9K
VSM Wealth Advisory, LLC 0.00% No change 50 $9K
Arlington Trust Co LLC 0.00% Reduce -62.6% 49 $9K
PFS Partners, LLC 0.00% No change 48 $9K
Johnson Financial Group, Inc. 0.00% Reduce -50.5% 47 $9K
Compass Financial Services Inc 0.00% No change 46 $9K
Redmont Wealth Advisors LLC 0.01% No change 46 $9K
Maseco LLP 0.00% Add +109.1% 46 $9K
Eq Wealth Advisors, LLC 0.00% New 45 $8K
Centerpoint Advisors, LLC 0.00% No change 42 $8K
RHL Group, LLC 0.01% — 42 $8K
Strategic Advocates LLC 0.00% No change 41 $8K
Planning Project LLC 0.00% — 37 $7K
Principia Wealth Advisory, LLC 0.00% Add +12.5% 36 $7K
Clayton Financial Group LLC 0.00% New 35 $6K
Clark Wealth Partners 0.00% No change 34 $6K
Frazier Financial Advisors, LLC 0.00% New 33 $6K
Wilmington Savings Fund Society, FSB 0.00% No change 33 $6K
IMG Wealth Management, Inc. 0.00% Add +28.0% 32 $6K
Lodestone Wealth Management LLC 0.00% New 32 $6K
Addison Advisors LLC 0.00% No change 32 $6K
DT Investment Partners, LLC 0.00% No change 32 $6K
TD Capital Management LLC 0.00% No change 31 $6K
TFC Financial Management, Inc. 0.00% No change 30 $6K
Atlantic Private Wealth, LLC 0.00% Add +16.0% 29 $5K
WealthCollab, LLC 0.00% No change 29 $5K
Winnacle Wealth LLC 0.00% No change 26 $5K
Crews Bank & Trust 0.00% No change 26 $5K
Creative Capital Management Investments LLC 0.00% No change 25 $5K
Nova Wealth Management, Inc. 0.00% No change 25 $5K
Millstone Evans Group, LLC 0.00% No change 23 $4K
Private Wealth Management Group, LLC 0.00% No change 22 $4K
Wealth Watch Advisors, INC 0.00% Add +46.7% 22 $4K
Triumph Capital Management 0.00% New 20 $4K
American Capital Advisory, LLC 0.00% Add +63.6% 18 $3K
S&T Bank 0.00% Reduce -37.9% 18 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 18 $3K
Legacy Wealth Managment, LLC 0.00% New 17 $3K
Horizon Financial Services, LLC 0.00% Add +30.8% 17 $3K
Duncker Streett & Co. Inc. 0.00% No change 17 $3K
Quattro Advisors LLC 0.00% — 16 $3K
Nvwm, LLC 0.00% No change 16 $3K
Redwood Park Advisors LLC 0.00% No change 15 $3K
Quaker Wealth Management, LLC 0.00% Add +7.1% 15 $3K
Boyd Watterson Asset Management LLC 0.00% Reduce -93.4% 15 $3K
Anfield Capital Management, LLC 0.00% No change 14 $3K
Crewe Advisors LLC 0.00% New 14 $3K
Rialto Wealth Management, LLC 0.00% No change 13 $2K
RMG Wealth Management LLC 0.00% New 13 $2K
Signature Resources Capital Management, LLC 0.00% No change 12 $2K
Clean Yield Group 0.00% No change 11 $2K
Mascoma Wealth Management LLC 0.00% New 11 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 10 $2K
HFM Investment Advisors, LLC 0.00% New 10 $2K
JDM Financial Group LLC 0.00% No change 10 $2K
Fairway Wealth LLC 0.00% New 10 $2K
1620 Investment Advisors, Inc. 0.00% No change 9 $2K
1015 Capital Partners, LLC 0.00% — 9 $2K
United Community Bank 0.00% No change 9 $2K
Basepoint Wealth LLC 0.00% New 8 $2K
DecisionPoint Financial, LLC 0.00% No change 8 $1K
Godfrey Financial Associates, Inc. 0.00% — 6 $1K
Davis Capital Management 0.00% No change 6 $1K
Strengthening Families & Communities, LLC 0.00% Reduce -45.5% 6 $1K
Cedar Mountain Advisors, LLC 0.00% No change 6 $1K
DV Trading LLC 0.00% — 6 $1K
Luken Investment Analytics, LLC 0.00% New 5 $928
Financial Gravity Asset Management, Inc. 0.00% Reduce -16.7% 5 $928
Stone House Investment Management, LLC 0.00% Add +66.7% 5 $928
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 4 $750
Trust Co 0.00% New 4 $742
Breakwater Investment Management 0.00% No change 3 $557
ROSS\JOHNSON & Associates LLC 0.00% New 1 $186
Murphy & Mullick Capital Management Corp 0.00% New 1 $186
Meeder Asset Management Inc. 0.00% Reduce -99.6% 1 $186
Toth Financial Advisory Corp. 0.00% New 1 $186

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