WelltowerWELL
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,495 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 58 from Q4 2025. 148 opened new positions and 100 sold out. The largest holders were BlackRock, Inc. ($14.6B), Vanguard Capital Management LLC ($9.0B) and Vanguard Portfolio Management LLC ($8.3B). 8 famous investors held it, including Ron Baron (0.8% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).
- Company
- Welltower Inc.
- Sector
- Real Estate
- CUSIP
- 95040Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 148 | $852.0M |
| Exits | 100 | $480.1M |
All 13F filers, Q4 2025 → Q1 2026: 50,826,220 shares bought and 25,441,107 shares sold, net +25,385,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,495 holders
| BlackRock, Inc. | 0.26% | Add +1.7% | 74,003,756 | $14.6B |
| Vanguard Capital Management LLC | 0.22% | — | 45,352,434 | $9.0B |
| Vanguard Portfolio Management LLC | 0.43% | — | 41,863,049 | $8.3B |
| State Street Corp. | 0.28% | Reduce -0.5% | 41,560,777 | $8.2B |
| Cohen & Steers, Inc. | 12.32% | Add +7.0% | 35,845,277 | $7.1B |
| Capital International Investors | 1.67% | Reduce -24.5% | 35,817,366 | $7.1B |
| FMR LLC | 0.23% | Add +6.5% | 22,175,983 | $4.4B |
| Bank of America Corp. | 0.31% | Add +6.6% | 21,750,501 | $4.3B |
| Geode Capital Management, LLC | 0.22% | Add +4.5% | 17,767,889 | $3.5B |
| T. Rowe Price Associates Inc. | 0.39% | Add +2.3% | 17,215,818 | $3.4B |
| Wellington Management Group LLP | 0.63% | Reduce -9.1% | 16,950,076 | $3.4B |
| Capital World Investors | 0.35% | Add +18.4% | 12,722,329 | $2.5B |
| Principal Financial Group Inc. | 1.01% | Reduce -4.8% | 9,606,655 | $1.9B |
| Morgan Stanley | 0.11% | Reduce -10.1% | 9,046,607 | $1.8B |
| Northern Trust Corp. | 0.24% | Add +0.1% | 8,999,817 | $1.8B |
| Charles Schwab Investment Management Inc. | 0.27% | Add +5.0% | 8,829,439 | $1.7B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.60% | Reduce -4.9% | 8,768,922 | $1.7B |
| JPMorgan Chase & Co. | 0.12% | Add +2.7% | 8,666,680 | $1.7B |
| Dimensional Fund Advisors LP | 0.34% | Add +0.7% | 8,345,022 | $1.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.34% | Add +36257.0% | 8,170,874 | $1.6B |
| Legal & General Group Plc | 0.33% | Reduce -0.9% | 7,239,197 | $1.4B |
| Goldman Sachs Group Inc. | 0.18% | Add +50.5% | 6,734,131 | $1.3B |
| Invesco Ltd. | 0.13% | Reduce -4.1% | 6,634,404 | $1.3B |
| Capital Research Global Investors | 0.20% | Add +2033.4% | 6,534,932 | $1.3B |
| Nuveen, LLC | 0.29% | Add +7.4% | 5,442,019 | $1.1B |
| Centersquare Investment Management LLC | 10.72% | Reduce -5.4% | 5,242,709 | $1.0B |
| Deutsche Bank AG | 0.34% | Reduce -10.3% | 5,144,394 | $1.0B |
| Daiwa Securities Group Inc. | 2.45% | Reduce -4.3% | 4,283,582 | $846.9M |
| Bank of New York Mellon Corp | 0.14% | Reduce -1.4% | 3,972,536 | $785.4M |
| Vanguard Fiduciary Trust Co. | 0.20% | — | 3,926,660 | $776.3M |
| Resolution Capital Ltd | 14.99% | Add +1.0% | 3,605,925 | $712.9M |
| Ameriprise Financial Inc. | 0.16% | Add +31.1% | 3,560,107 | $694.8M |
| Amundi | 0.18% | Reduce -4.8% | 3,331,121 | $658.6M |
| HSBC Holdings PLC | 0.38% | Add +11.8% | 3,231,108 | $639.0M |
| WCM Investment Management, LLC | 1.45% | Reduce -0.8% | 3,256,983 | $636.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.41% | Reduce -0.2% | 3,177,717 | $628.3M |
| Prudential Financial Inc. | 0.74% | Add +3.6% | 3,035,898 | $600.2M |
| CBRE Investment Management Listed Real Assets LLC | 8.84% | Reduce -6.9% | 3,006,833 | $594.5M |
| Russell Investments Group, Ltd. | 0.61% | Add +5.7% | 2,869,519 | $567.0M |
| Sei Investments Co. | 0.48% | Add +10.3% | 2,658,479 | $525.6M |
| Duff & Phelps Investment Management Co. | 5.40% | Add +0.9% | 2,632,540 | $520.5M |
| UBS Group AG | 0.09% | Add +39.8% | 2,464,410 | $487.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.28% | Add +8.7% | 2,137,546 | $422.6M |
| D. E. Shaw & Co. | 0.35% | Add +90.8% | 2,079,154 | $411.1M |
| Canada Pension Plan Investment Board | 0.26% | Add +121.3% | 2,027,043 | $400.8M |
| Nordea Investment Management AB | 0.37% | Add +5.2% | 2,030,294 | $398.7M |
| Swiss National Bank | 0.23% | Add +9.9% | 2,014,200 | $398.2M |
| National Pension Service | 0.29% | Add +1.8% | 1,953,024 | $386.1M |
| Alliancebernstein L.P. | 0.12% | Add +55.4% | 2,035,089 | $377.7M |
| PGGM Investments | 6.07% | Reduce -14.1% | 1,751,383 | $346.3M |
| APG Asset Management US Inc. | 2.59% | Add +2.1% | 1,692,393 | $336.5M |
| Barclays PLC | 0.12% | Add +2.7% | 1,695,631 | $335.2M |
| Aberdeen Group plc | 0.54% | Reduce -2.0% | 1,685,701 | $333.3M |
| Citadel Advisors | 0.23% | Add +766.3% | 1,647,617 | $325.8M |
| CANADA LIFE ASSURANCE Co | 0.54% | Add +2.3% | 1,532,757 | $303.8M |
| Schroder Investment Management Group | 0.25% | Reduce -6.3% | 1,528,544 | $302.2M |
| Vanguard Global Advisers, LLC | 0.16% | — | 1,526,277 | $301.8M |
| Wells Fargo & Company | 0.06% | Add +15.6% | 1,462,697 | $289.2M |
| California Public Employees Retirement System | 0.17% | Reduce -14.5% | 1,420,440 | $280.8M |
| Citigroup Inc. | 0.17% | Add +25.1% | 1,366,340 | $270.1M |
| Nomura Asset Management Co. Ltd. | 0.70% | Add +4.8% | 1,366,105 | $270.1M |
| Baron Capital (BAMCO) | 0.80% | Add +5.3% | 1,344,941 | $265.9M |
| Voya Investment Management LLC | 0.32% | Reduce -0.3% | 1,348,208 | $265.9M |
| American Century Companies Inc. | 0.14% | Reduce -3.3% | 1,328,735 | $262.7M |
| Asset Management One Co., Ltd. | 0.76% | Add +0.3% | 1,299,958 | $257.0M |
| Rhumbline Advisers | 0.21% | Reduce -5.6% | 1,261,752 | $249.5M |
| Lasalle Investment Management Securities LLC | 9.48% | Add +6.3% | 1,212,631 | $239.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.20% | — | 1,198,867 | $237.0M |
| Castle Hook Partners LP | 4.76% | Reduce -4.6% | 1,191,651 | $235.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.41% | Add +0.8% | 1,176,500 | $232.3M |
| BNP Paribas Financial Markets | 0.15% | Add +7.6% | 1,164,261 | $230.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.48% | Reduce -0.3% | 1,125,102 | $222.4M |
| Alphinity Investment Management Pty Ltd | 3.91% | New | 1,123,298 | $222.1M |
| SG Americas Securities, LLC | 0.25% | Add +331.4% | 1,122,894 | $222.0M |
| Zimmer Partners, LP | 5.65% | Add +0.2% | 1,118,925 | $221.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.26% | Add +8.4% | 1,118,862 | $221.1M |
| Public Employees Retirement System of Ohio | 0.68% | Reduce -12.3% | 1,068,639 | $211.3M |
| KBC Group NV | 0.53% | Add +0.1% | 1,066,140 | $210.8M |
| Aew Capital Management L P | 15.27% | Add +9.3% | 1,063,905 | $210.3M |
| California State Teachers Retirement System | 0.22% | Reduce -0.7% | 1,035,323 | $204.7M |
| Adelante Capital Management LLC | 13.91% | Add +2.3% | 1,029,079 | $203.5M |
| Cardano Risk Management B.V. | 1.93% | Add +4.8% | 997,300 | $197.2M |
| TD Asset Management Inc | 0.15% | Add +2.2% | 952,538 | $188.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.30% | Add +3305.1% | 923,823 | $182.6M |
| Janus Henderson Group PLC | 0.08% | Add +30.4% | 898,586 | $177.7M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.9% | 894,179 | $176.8M |
| Royal Bank of Canada | 0.03% | Reduce -12.6% | 877,687 | $173.5M |
| Pictet Asset Management Holding SA | 0.18% | Add +2.4% | 871,607 | $172.3M |
| Worldquant Millennium Advisors LLC | 0.66% | Add +1244.9% | 863,293 | $170.7M |
| Natixis Advisors, LLC | 0.23% | Add +6.7% | 843,869 | $166.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +23.0% | 837,279 | $165.5M |
| Capital International, Inc. | 1.26% | Add +10.5% | 822,750 | $162.7M |
| Heitman Real Estate Securities LLC | 11.60% | Reduce -8.6% | 815,770 | $161.3M |
| Nomura Asset Management International Inc. | 0.28% | Reduce -33.3% | 810,731 | $160.3M |
| Korea Investment CORP | 0.33% | Add +26.2% | 808,659 | $159.9M |
| Vanguard Investments Australia, Ltd. | 0.46% | — | 799,976 | $158.2M |
| New York State Common Retirement Fund | 0.22% | Add +4.0% | 790,728 | $156.3M |
| Storebrand Asset Management As | 0.45% | Add +1.0% | 786,605 | $155.5M |
| Congress Asset Management Co. | 1.06% | Reduce -0.4% | 750,200 | $148.3M |
| Allianz Asset Management GmbH | 0.17% | Reduce -9.4% | 749,052 | $148.1M |
| STRS Ohio | 0.57% | Add +0.7% | 725,242 | $143.4M |
| FIL Ltd | 0.10% | Add +139.6% | 677,782 | $134.0M |
| Macquarie Group Ltd. | 0.80% | Reduce -6.1% | 677,099 | $133.9M |
| Marshall Wace, LLP | 0.14% | New | 675,946 | $133.6M |
| 1832 Asset Management L.P. | 0.17% | Add +484.5% | 656,987 | $129.9M |
| Neuberger Berman Group LLC | 0.10% | Reduce -0.3% | 650,212 | $128.6M |
| Swedbank AB | 0.13% | Reduce -6.5% | 633,469 | $125.2M |
| Adage Capital Partners Gp, L.L.C. | 0.19% | Add +28.8% | 625,106 | $123.6M |
| State Board of Administration of Florida Retirement System | 0.22% | Add +0.6% | 595,007 | $117.6M |
| Bank of Montreal | 0.05% | Add +9.4% | 592,204 | $117.1M |
| TCW Group Inc. | 0.85% | Add +31.5% | 571,230 | $112.9M |
| Aviva PLC | 0.19% | Add +3.3% | 566,969 | $112.1M |
| Retirement Systems of Alabama | 0.35% | Add +1.5% | 537,291 | $106.2M |
| Fred Alger Management, LLC | 0.46% | Add +797.9% | 533,533 | $105.5M |
| State of New Jersey Common Pension Fund D | 0.40% | Add +4.3% | 525,200 | $103.8M |
| New York State Teachers Retirement System | 0.21% | Add +10.1% | 523,486 | $103.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.25% | Add +3.5% | 513,811 | $101.6M |
| Jones Financial Companies LLLP | 0.05% | Add +288.4% | 509,139 | $99.7M |
| Franklin Resources Inc. | 0.02% | Add +1.6% | 480,374 | $95.0M |
| Balyasny Asset Management L.P. | 0.19% | Add +197.8% | 475,776 | $94.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.48% | Add +23.6% | 475,209 | $94.0M |
| Van Eck Associates Corp. | 0.07% | Add +23.4% | 471,607 | $93.2M |
| LPL Financial LLC | 0.02% | Add +23.0% | 451,343 | $89.2M |
| Holocene Advisors, LP | 0.21% | New | 443,765 | $87.7M |
| First Trust Advisors LP | 0.06% | Add +2.1% | 431,978 | $85.4M |
| Resona Asset Management Co.,Ltd. | 0.43% | Add +5.6% | 435,657 | $85.3M |
| AQR Capital Management | 0.04% | Reduce -9.7% | 430,296 | $83.7M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +0.0% | 421,758 | $83.4M |
| Squarepoint Ops LLC | 0.18% | Add +77.0% | 419,548 | $82.9M |
| State of Alaska, Department of Revenue | 0.89% | Add +2.3% | 417,581 | $82.6M |
| Erste Asset Management GmbH | 0.76% | Add +130.5% | 420,913 | $82.3M |
| Millennium Management | 0.06% | Add +857.5% | 413,769 | $81.8M |
| Danske Bank A/S | 0.20% | Reduce -0.7% | 413,637 | $81.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.61% | Add +6.2% | 413,388 | $81.7M |
| Primecap Management Co. | 0.06% | No change | 384,309 | $76.0M |
| DekaBank Deutsche Girozentrale | 0.13% | No change | 382,262 | $75.9M |
| State of Wisconsin Investment Board | 0.17% | Add +6.4% | 369,051 | $73.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.16% | Add +140.5% | 361,093 | $71.4M |
| Credit Agricole S A | 0.23% | Reduce -13.1% | 352,866 | $69.8M |
| Chevy Chase Trust Holdings, LLC | 0.20% | Reduce -1.2% | 346,029 | $68.4M |
| Bowen Hanes & Co. Inc. | 1.67% | No change | 345,956 | $68.4M |
| APG Asset Management N.V. | 0.22% | Add +8.7% | 396,613 | $68.1M |
| Victory Capital Management Inc. | 0.04% | Reduce -20.0% | 344,030 | $68.0M |
| Royal London Asset Management Ltd. | 0.14% | Add +3.5% | 339,522 | $67.1M |
| UniSuper Management Pty Ltd | 0.44% | Reduce -9.6% | 338,455 | $66.9M |
| Natixis | 0.25% | Add +34.1% | 318,076 | $62.9M |
| Handelsbanken Fonder AB | 0.21% | Add +0.4% | 316,815 | $62.6M |
| Hazelview Securities Inc. | 11.52% | Add +83.3% | 312,963 | $61.9M |
| Ensign Peak Advisors, Inc | 0.11% | Add +106.9% | 308,894 | $61.1M |
| Brookfield Corp | 0.08% | Add +3.0% | 307,019 | $60.7M |
| Toronto Dominion Bank | 0.12% | Reduce -23.9% | 305,229 | $60.3M |
| Candriam S.C.A. | 0.31% | Reduce -13.8% | 303,844 | $60.1M |
| KLP Kapitalforvaltning As | 0.24% | Add +4.2% | 303,346 | $60.0M |
| Border to Coast Pensions Partnership Ltd | 1.00% | No change | 300,000 | $59.5M |
| LBP Am SA | 0.80% | Add +198.3% | 296,651 | $58.7M |
| Stifel Financial Corp. | 0.05% | Add +5.8% | 295,621 | $58.5M |
| Treasurer of the State of North Carolina | 0.18% | Add +2.2% | 294,389 | $58.2M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -2.2% | 293,393 | $58.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Reduce -0.5% | 279,332 | $55.2M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +41.0% | 275,111 | $55.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.44% | Add +4.0% | 275,685 | $54.5M |
| Osaic Holdings, Inc. | 0.08% | Add +6.3% | 275,119 | $54.4M |
| Uniplan Investment Counsel, Inc. | 5.76% | Reduce -4.1% | 275,099 | $54.4M |
| CORDA Investment Management, LLC. | 3.63% | Reduce -5.0% | 265,721 | $52.5M |
| Tidal Investments LLC | 0.16% | Add +22.6% | 259,104 | $51.2M |
| CIBC Bancorp USA Inc. | 0.07% | — | 258,678 | $51.1M |
| Mackenzie Financial Corp. | 0.06% | Add +31.4% | 256,459 | $50.7M |
| M.D. Sass, LLC | 3.83% | Reduce -6.4% | 255,592 | $50.5M |
| IFM Investors Pty Ltd | 0.42% | Add +4.2% | 252,190 | $49.9M |
| Cerity Partners LLC | 0.07% | Add +0.9% | 247,551 | $48.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.26% | Add +65.3% | 245,320 | $48.5M |
| EP Wealth Advisors, LLC | 0.24% | Add +14.3% | 245,187 | $48.5M |
| Capital International Sarl | 0.77% | Add +58.7% | 239,169 | $47.3M |
| Hudson Bay Capital Management LP | 0.31% | New | 235,296 | $46.5M |
| PNC Financial Services Group, Inc. | 0.03% | Add +1.6% | 227,950 | $45.1M |
| Federated Hermes, Inc. | 0.07% | Add +25.0% | 227,140 | $44.9M |
| Gotham Asset Management | 0.13% | Add +30.7% | 222,391 | $44.0M |
| Braun Stacey Associates Inc. | 1.46% | Reduce -0.9% | 222,073 | $43.9M |
| NEOS Investment Management LLC | 0.22% | Add +22.9% | 220,336 | $43.6M |
| Creative Planning | 0.03% | Add +4.0% | 220,074 | $43.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.22% | Reduce -1.5% | 214,661 | $42.4M |
| State of Tennessee, Department of Treasury | 0.14% | Reduce -2.9% | 214,314 | $42.4M |
| Tredje AP-fonden | 0.23% | Add +99.7% | 210,912 | $41.7M |
| CI Investments Inc. | 0.20% | Reduce -1.8% | 210,878 | $41.7M |
| NewEdge Advisors, LLC | 0.15% | Add +1040.5% | 210,817 | $41.7M |
| Caisse de depot et placement du Quebec | 0.07% | New | 210,328 | $41.6M |
| Metis Global Partners, LLC | 1.02% | Add +9.4% | 209,917 | $41.5M |
| NewEdge Wealth, LLC | 0.49% | Reduce -3.5% | 208,939 | $41.3M |
| Cetera Investment Advisers | 0.04% | Reduce -0.6% | 203,503 | $40.2M |
| Nisa Investment Advisors, LLC | 0.15% | Reduce -11.9% | 201,848 | $39.9M |
| Mediolanum International Funds Ltd | 0.42% | Add +196.2% | 203,690 | $39.8M |
| Farallon Capital Management, L.L.C. | 0.24% | Reduce -41.7% | 200,000 | $39.5M |
| DNB Asset Management AS | 0.14% | Add +47.9% | 199,890 | $39.5M |
| Nissay Asset Management Corp. /Japan | 0.21% | Add +4.5% | 198,770 | $39.3M |
| Public Sector Pension Investment Board | 0.12% | Add +13.6% | 198,471 | $39.2M |
| Factory Mutual Insurance Co. | 0.43% | Reduce -21.9% | 191,900 | $37.9M |
| Czech National Bank | 0.25% | Add +5.0% | 190,030 | $37.6M |
| Arizona State Retirement System | 0.22% | Reduce -2.5% | 187,978 | $37.2M |
| Quantinno Capital Management LP | 0.06% | Add +16.1% | 185,298 | $36.6M |
| Sanctuary Advisors, LLC | 0.20% | Reduce -4.7% | 183,420 | $36.3M |
| MetLife Investment Management, LLC | 0.18% | Reduce -0.6% | 182,612 | $36.1M |
| State of Michigan Retirement System | 0.19% | Add +1.4% | 182,309 | $36.0M |
| Eversept Partners, LP | 2.36% | New | 180,953 | $35.8M |
| Guggenheim Capital LLC | 0.29% | Add +8.7% | 180,845 | $35.8M |
| Groupama Asset Managment | 0.51% | Reduce -0.5% | 176,657 | $34.9M |
| B&I Capital AG | 11.86% | Reduce -3.0% | 176,358 | $34.9M |
| Two Sigma Investments, LP | 0.03% | Reduce -61.0% | 174,951 | $34.6M |
| Banco Santander, S.A. | 0.28% | Add +5.1% | 173,789 | $34.4M |
| UMB Bank, n.a. | 0.47% | Reduce -0.3% | 172,083 | $34.0M |
| Eurizon Capital SGR S.p.A. | 0.10% | New | 167,637 | $33.1M |
| CIBC Asset Management Inc | 0.08% | Add +3.0% | 166,095 | $32.8M |
| Bank of Nova Scotia | 0.06% | Reduce -10.9% | 158,748 | $31.4M |
| Waratah Capital Advisors Ltd. | 2.71% | Add +96.8% | 152,943 | $30.2M |
| Thrivent Financial for Lutherans | 0.06% | Add +0.4% | 152,256 | $30.1M |
| Andra AP-fonden | 0.36% | Add +11.7% | 150,900 | $29.8M |
| Swiss Life Asset Management Ltd | 0.15% | Add +9.0% | 150,766 | $29.8M |
| Vestcor Inc | 0.81% | Add +31.3% | 149,116 | $29.5M |
| Prudential PLC | 0.22% | Reduce -13.0% | 148,869 | $29.4M |
| GRS Advisors, LLC | 2.85% | Reduce -0.1% | 145,581 | $28.8M |
| Assetmark, Inc. | 0.06% | Add +10.3% | 144,528 | $28.6M |
| SEB Asset Management AB | 0.12% | — | 143,334 | $28.3M |
| Susquehanna International Group, LLP | 0.04% | Add +87.4% | 140,700 | $27.8M |
| Alyeska Investment Group, L.P. | 0.08% | New | 139,764 | $27.6M |
| Focus Partners Wealth | 0.03% | Reduce -0.8% | 138,713 | $27.4M |
| Mercer Global Advisors Inc. | 0.04% | Add +7.2% | 138,210 | $27.3M |
| Gillson Capital LP | 2.24% | New | 137,998 | $27.3M |
| Varma Mutual Pension Insurance Co | 0.16% | No change | 137,676 | $27.2M |
| Woodline Partners LP | 0.10% | Add +16.7% | 136,072 | $26.9M |
| Intech Investment Management LLC | 0.26% | Add +168.8% | 136,010 | $26.9M |
| National Bank of Canada | 0.03% | Reduce -68.3% | 135,683 | $26.8M |
| Zurich Insurance Group Ltd | 0.21% | Reduce -33.4% | 133,957 | $26.5M |
| Xponance LLC | 0.18% | Add +17.4% | 130,694 | $25.8M |
| Federation des caisses Desjardins du Quebec | 0.09% | Add +45.7% | 129,877 | $25.7M |
| Cander Asset Management LP | 4.60% | Add +62.9% | 129,693 | $25.6M |
| Danica Pension, Livsforsikringsaktieselskab | 0.47% | Add +10.8% | 126,427 | $25.0M |
| Amalgamated Bank | 0.19% | Reduce -0.4% | 125,806 | $24.9M |
| USS Investment Management Ltd | 0.10% | Add +5.4% | 124,772 | $24.7M |
| Teacher Retirement System of Texas | 0.10% | Reduce -28.0% | 122,235 | $24.2M |
| Cornerstone Advisors, LLC | 0.87% | New | 120,083 | $23.7M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -9.8% | 118,902 | $23.5M |
| OP Asset Management Ltd | 0.24% | Add +62.0% | 118,356 | $23.4M |
| ProShare Advisors LLC | 0.03% | Reduce -18.5% | 117,599 | $23.3M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +10.4% | 115,818 | $22.9M |
| Vert Asset Management LLC | 7.19% | Reduce -1.3% | 114,605 | $22.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Reduce -4.7% | 115,842 | $22.6M |
| Calamos Advisors LLC | 0.12% | No change | 113,656 | $22.5M |
| Voloridge Investment Management, LLC | 0.09% | New | 112,931 | $22.3M |
| Capitolis Liquid Global Markets LLC | 0.14% | — | 112,691 | $22.3M |
| Ofi Invest Asset Management | 0.29% | Add +879.1% | 128,655 | $22.1M |
| Utah Retirement Systems | 0.23% | Add +0.2% | 111,752 | $22.1M |
| Ethic Inc. | 0.34% | Reduce -0.0% | 110,503 | $21.8M |
| ABN AMRO Bank N.V. | 0.23% | Add +0.6% | 108,180 | $21.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.19% | Reduce -5.8% | 109,295 | $21.6M |
| Corient Private Wealth LP | 0.03% | Add +101.9% | 109,148 | $21.5M |
| Police & Firemen's Retirement System of New Jersey | 0.18% | Add +0.7% | 105,966 | $21.0M |
| New York Life Investment Management LLC | 0.17% | Add +4.7% | 103,929 | $20.5M |
| Teachers Retirement System of the State of Kentucky | 0.16% | Reduce -8.3% | 103,261 | $20.4M |
| Yousif Capital Management, LLC | 0.24% | Reduce -1.4% | 102,390 | $20.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.59% | Reduce -2.8% | 102,050 | $20.2M |
| Rakuten Investment Management, Inc. | 0.04% | Add +15.0% | 102,983 | $20.1M |
| HighTower Advisors, LLC | 0.02% | Add +5.0% | 100,802 | $19.9M |
| Man Group plc | 0.04% | Add +104.9% | 100,510 | $19.9M |
| Inspire Investing, LLC | 1.15% | Add +44.5% | 100,098 | $19.8M |
| GSI Capital Advisors LLC | 10.64% | Add +10.5% | 99,129 | $19.6M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.19% | Reduce -7.6% | 99,019 | $19.6M |
| M&T Bank Corp | 0.06% | Add +2.7% | 96,751 | $19.1M |
| ASR Vermogensbeheer N.V. | 0.22% | Add +0.9% | 96,422 | $19.1M |
| Capital Group Private Client Services, Inc. | 0.32% | Reduce -9.6% | 96,009 | $19.0M |
| Mariner, LLC | 0.02% | Add +11.3% | 95,582 | $18.9M |
| Appleton Partners Inc. | 1.31% | Add +2.3% | 95,106 | $18.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.11% | Reduce -20.3% | 94,590 | $18.7M |
| Fifth Third Bancorp | 0.03% | Add +6.8% | 93,256 | $18.4M |
| Public Employees Retirement Association of Colorado | 0.07% | Add +6.8% | 92,101 | $18.2M |
| Knights of Columbus Asset Advisors LLC | 1.03% | Add +1.3% | 91,909 | $18.2M |
| New Age Alpha Advisors, LLC | 0.85% | Reduce -6.0% | 91,795 | $18.1M |
| Vanguard Personalized Indexing Management, LLC | 0.18% | Add +8.5% | 91,371 | $18.1M |
| ING Groep NV | 0.11% | Add +1598.2% | 90,787 | $17.9M |
| Keybank National Association | 0.06% | Add +0.4% | 89,883 | $17.8M |
| Allstate Corp. | 0.19% | Add +39.3% | 88,351 | $17.5M |
| Connors Investor Services Inc. | 1.59% | Reduce -10.2% | 87,110 | $17.2M |
| Wealthfront Advisers LLC | 0.04% | Add +5.9% | 87,079 | $17.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.5% | 86,964 | $17.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.3% | 86,058 | $17.0M |
| Captrust Financial Advisors | 0.03% | Add +4.8% | 85,936 | $17.0M |
| Abn Amro Investment Solutions | 0.22% | Add +5.4% | 84,975 | $16.8M |
| QRG Capital Management, Inc. | 0.17% | Add +9.2% | 80,904 | $16.0M |
| NorthCoast Asset Management LLC | 0.37% | New | 80,600 | $15.9M |
| Oregon Public Employees Retirement Fund | 0.21% | Add +1.6% | 79,935 | $15.8M |
| Mutual of America Capital Management LLC | 0.17% | Add +0.6% | 77,621 | $15.3M |
| Venture Visionary Partners LLC | 0.50% | Add +3.2% | 76,508 | $15.1M |
| Chilton Capital Management LLC | 0.52% | Reduce -0.5% | 76,036 | $15.0M |
| Oppenheimer Asset Management Inc. | 0.17% | Add +11.8% | 75,904 | $15.0M |
| GDS Wealth Management | 0.88% | Add +9.0% | 73,913 | $14.6M |
| Avanza Fonder AB | 0.40% | Reduce -4.4% | 72,270 | $14.3M |
| Cibc World Market Inc. | 0.02% | Reduce -76.6% | 71,664 | $14.2M |
| Trust Co. of Toledo NA | 1.34% | Reduce -2.3% | 71,582 | $14.2M |
| MML Investors Services, LLC | 0.04% | Add +11.5% | 70,798 | $14.0M |
| Norinchukin Bank, The | 0.16% | Add +0.7% | 69,570 | $13.8M |
| Westpac Banking Corp. | 0.95% | Reduce -5.7% | 69,410 | $13.7M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -10.6% | 68,899 | $13.6M |
| Blue Chip Partners, LLC | 0.97% | New | 68,404 | $13.5M |
| Brookstone Capital Management | 0.15% | Add +29.9% | 67,752 | $13.4M |
| Mizuho Markets Cayman LP | 0.71% | New | 67,061 | $13.3M |
| CENTRAL TRUST Co | 0.26% | Reduce -0.2% | 66,875 | $13.2M |
| Groupe la Francaise | 0.18% | Reduce -38.6% | 66,226 | $13.1M |
| ExodusPoint Capital Management, LP | 0.13% | Add +65.4% | 66,207 | $13.1M |
| Osmosis Investment Management UK Ltd | 0.35% | Add +53.9% | 65,303 | $12.9M |
| Truist Financial Corp. | 0.02% | Reduce -7.1% | 65,089 | $12.9M |
| US Bancorp \de | 0.02% | Add +0.8% | 62,847 | $12.4M |
| HBK Investments L P | 0.17% | New | 62,515 | $12.4M |
| Signature Estate & Investment Advisors LLC | 0.25% | Add +25.9% | 62,129 | $12.3M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +69.1% | 61,913 | $12.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +4.0% | 60,457 | $12.0M |
| Pensionfund PDN | 6.89% | Add +14.2% | 60,253 | $11.9M |
| Rafferty Asset Management, LLC | 0.05% | Reduce -25.8% | 59,279 | $11.7M |
| TD Waterhouse Canada Inc. | 0.03% | Add +689.1% | 58,329 | $11.6M |
| Cwm, LLC | 0.03% | Add +1.7% | 55,856 | $11.0M |
| Harbour Trust & Investment Management Co | 1.16% | Add +0.9% | 55,080 | $10.9M |
| Advisors Asset Management, Inc. | 0.18% | Reduce -8.8% | 54,894 | $10.9M |
| Investment Management Corp of Ontario | 0.14% | Reduce -26.8% | 54,788 | $10.8M |
| Windle Wealth, LLC | 4.53% | Add +1.6% | 54,222 | $10.7M |
| Bayhunt Capital LLC | 10.14% | New | 57,671 | $10.7M |
| WESPAC Advisors SoCal, LLC | 2.27% | Add +1.5% | 53,926 | $10.7M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Add +0.5% | 53,806 | $10.6M |
| Pathstone Holdings, LLC | 0.04% | Add +11.7% | 53,805 | $10.6M |
| Gulf International Bank (UK) Ltd | 0.23% | Add +56.4% | 53,125 | $10.5M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -3.4% | 52,419 | $10.4M |
| Fideuram Asset Management (Ireland) dac | 1.29% | Add +683.4% | 53,599 | $10.1M |
| Atria Investments, Inc | 0.11% | Reduce -4.2% | 50,975 | $10.1M |
| Pinnacle Associates Ltd. | 0.13% | Reduce -1.4% | 50,948 | $10.1M |
| Elo Mutual Pension Insurance Co | 0.16% | Reduce -0.7% | 50,265 | $9.9M |
| Kingdon Capital Management, L.L.C. | 1.66% | No change | 50,000 | $9.9M |
| Lido Advisors, LLC | 0.04% | Reduce -30.3% | 49,880 | $9.9M |
| Naviter Wealth, LLC | 1.22% | Add +14.9% | 49,313 | $9.7M |
| Quadrature Capital Ltd | 0.12% | New | 49,122 | $9.7M |
| Easterly Investment Partners LLC | 0.71% | Reduce -48.8% | 47,345 | $9.3M |
| Vanderbilt University | 1.72% | Add +4.0% | 45,913 | $9.1M |
| Triasima Portfolio Management inc. | 1.35% | Add +1.2% | 45,206 | $8.9M |
| Daiichi Life Insurance Co., Ltd. | 0.25% | Add +26.6% | 43,932 | $8.7M |
| Vident Advisory, LLC | 0.07% | Add +29.4% | 43,827 | $8.7M |
| Azimuth Capital Investment Management LLC | 0.32% | Add +1.8% | 43,552 | $8.6M |
| Indivisible Partners | 0.76% | Add +30.5% | 43,224 | $8.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Reduce -66.0% | 43,130 | $8.5M |
| Rational Advisors, Inc. | 0.93% | Add +111.4% | 44,400 | $8.5M |
| Windward Capital Management Co. | 0.69% | Add +0.2% | 43,064 | $8.5M |
| Beacon Financial Planning, Inc. | 3.26% | Add +41.9% | 42,632 | $8.4M |
| Empowered Funds, LLC | 0.05% | Add +4.5% | 42,551 | $8.4M |
| Callahan Advisors, LLC | 0.70% | Reduce -5.0% | 42,367 | $8.4M |
| Mizuho Securities USA LLC | 0.20% | Reduce -15.6% | 42,182 | $8.3M |
| Advisors Management Group Inc. | 1.52% | Reduce -5.0% | 42,049 | $8.3M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +109.1% | 42,002 | $8.3M |
| Dupont Capital Management Corp. | 0.94% | Reduce -23.4% | 41,770 | $8.3M |
| Spirit of America Management Corp. | 1.62% | No change | 41,425 | $8.2M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +6.4% | 41,342 | $8.2M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -2.8% | 41,069 | $8.1M |
| Carret Asset Management, LLC | 0.78% | Add +0.2% | 40,525 | $8.0M |
| Vise Technologies, Inc. | 0.16% | No change | 42,890 | $8.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.40% | Reduce -3.3% | 40,258 | $8.0M |
| Azzad Asset Management Inc. | 0.80% | Add +23.9% | 40,189 | $7.9M |
| Hartford Investment Management Co. | 0.25% | Add +0.2% | 39,798 | $7.9M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +21.7% | 39,658 | $7.8M |
| DRW Securities, LLC | 0.43% | Add +2835.0% | 39,622 | $7.8M |
| Crossmark Global Holdings, Inc. | 0.12% | Add +6.6% | 39,539 | $7.8M |
| Generali Asset Management SPA SGR | 0.16% | Reduce -3.2% | 39,474 | $7.8M |
| Pacer Advisors, Inc. | 0.02% | Reduce -32.8% | 39,434 | $7.8M |
| Walleye Capital LLC | 0.05% | Add +1.9% | 39,283 | $7.8M |
| PFA Pension, Forsikringsaktieselskab | 0.02% | Add +0.3% | 39,236 | $7.8M |
| Bokf, NA | 0.12% | Add +16.7% | 38,870 | $7.7M |
| B. Metzler seel. Sohn & Co. AG | 0.07% | Add +8.3% | 38,567 | $7.6M |
| Longbow Finance SA | 1.37% | Add +7.5% | 38,372 | $7.6M |
| GeoWealth Management, LLC | 0.27% | Reduce -23.5% | 38,059 | $7.5M |
| AMF Tjanstepension AB | 0.05% | Add +39.7% | 37,040 | $7.3M |
| Fairfield Financial Advisors, LTD | 2.51% | Add +3.6% | 36,731 | $7.3M |
| &partners | 0.04% | Add +16.6% | 36,292 | $7.2M |
| Brasada Capital Management, LP | 1.31% | Reduce -5.5% | 35,484 | $7.1M |
| LGT Group Foundation | 0.09% | Reduce -35.5% | 35,687 | $7.1M |
| Louisiana State Employees Retirement System | 0.12% | Add +1.4% | 35,600 | $7.0M |
| KMG Fiduciary Partners, LLC | 0.52% | Reduce 0.0% | 35,505 | $7.0M |
| Asset Planning Services Inc. /La/ | 3.04% | Add +0.2% | 35,100 | $6.9M |
| OpenArc Corporate Advisory, LLC | 0.10% | Reduce -4.5% | 34,816 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.0% | 34,746 | $6.9M |
| Maryland State Retirement & Pension System | 0.14% | No change | 34,659 | $6.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.07% | Reduce -40.7% | 34,380 | $6.8M |
| Westwood Holdings Group Inc. | 0.05% | Add +3.0% | 33,978 | $6.7M |
| Waverly Advisors, LLC | 0.05% | Reduce -5.1% | 33,966 | $6.7M |
| Beck Capital Management, LLC | 1.54% | Add +0.4% | 33,965 | $6.7M |
| Meiji Yasuda America Inc | 1.65% | Add +12.5% | 33,755 | $6.7M |
| Merit Financial Group, LLC | 0.05% | Add +5.0% | 33,720 | $6.7M |
| First National Bank of Mount Dora, Trust Investment Services | 1.41% | Add +1286.4% | 33,066 | $6.5M |
| Boothbay Fund Management, LLC | 0.15% | Reduce -7.7% | 32,794 | $6.5M |
| Atlantic Union Bankshares Corp | 0.12% | Add +30.2% | 32,697 | $6.5M |
| Legacy CG, LLC | 1.79% | Add +2.2% | 32,658 | $6.5M |
| DoubleLine ETF Adviser LP | 2.44% | Reduce -21.9% | 32,367 | $6.4M |
| Vontobel Holding Ltd. | 0.02% | Reduce -3.5% | 32,174 | $6.4M |
| Agf Management Ltd. | 0.03% | Reduce -12.4% | 32,018 | $6.3M |
| Landscape Capital Management, L.L.C. | 0.40% | Add +23.8% | 31,896 | $6.3M |
| Sterling Capital Management LLC | 0.12% | Reduce -5.4% | 31,606 | $6.2M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.33% | No change | 31,600 | $6.2M |
| AIA Group Ltd | 0.09% | Reduce -44.0% | 31,204 | $6.2M |
| Verition Fund Management LLC | 0.06% | Add +252.3% | 31,171 | $6.2M |
| Pensionfund Sabic | 7.40% | Add +8.8% | 31,059 | $6.1M |
| New Mexico Educational Retirement Board | 0.19% | No change | 30,748 | $6.1M |
| Blair William & Co. | 0.02% | Add +1.3% | 30,320 | $6.0M |
| D L Carlson Investment Group Inc. | 1.03% | Reduce -0.3% | 30,228 | $6.0M |
| Callan Family Office, LLC | 0.13% | Add +20.7% | 29,580 | $5.8M |
| Bleakley Financial Group, LLC | 0.09% | Add +20.1% | 29,424 | $5.8M |
| E. Ohman J:or Asset Management AB | 0.15% | Add +0.7% | 29,385 | $5.8M |
| TIAA Wealth Investment Management LLC | 0.04% | — | 28,997 | $5.7M |
| Capital International Ltd. | 0.21% | Add +53.1% | 28,943 | $5.7M |
| MUFG Securities EMEA plc | 0.08% | Add +1.7% | 28,606 | $5.7M |
| Banque Cantonale Vaudoise | 0.21% | Add +12.7% | 28,408 | $5.6M |
| AG2R La Mondiale Gestion D'actifs | 0.25% | Add +3.8% | 28,311 | $5.6M |
| Elevation Point Wealth Partners, LLC | 0.13% | Add +1810.4% | 28,217 | $5.6M |
| XTX Topco Ltd | 0.10% | Add +93.1% | 28,175 | $5.6M |
| MAI Capital Management | 0.03% | Add +4.0% | 27,630 | $5.5M |
| OMERS ADMINISTRATION Corp | 0.03% | Add +34.9% | 27,244 | $5.4M |
| Commerce Bank | 0.03% | Add +15.3% | 27,063 | $5.4M |
| Red Cedar Investment Management, LLC | 0.55% | Reduce -0.6% | 26,713 | $5.3M |
| Rainey & Randall Wealth Advisors Inc. | 0.85% | Reduce -0.3% | 26,557 | $5.3M |
| First Pacific Financial | 0.67% | Reduce -16.1% | 26,275 | $5.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Reduce -1.0% | 26,127 | $5.2M |
| Taproot Management LP | 0.97% | Add +115.1% | 25,993 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +16.4% | 25,821 | $5.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.18% | Add +6.6% | 25,743 | $5.1M |
| Transamerica Financial Advisors, LLC | 0.43% | Reduce -3.0% | 25,594 | $5.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 25,500 | $5.0M |
| Spire Wealth Management | 0.17% | Reduce -6.8% | 25,461 | $5.0M |
| Ostrum Asset Management | 0.28% | Add +7.2% | 25,431 | $5.0M |
| Saudi Central Bank | 0.11% | New | 25,333 | $5.0M |
| CSM Advisors, LLC | 0.12% | New | 25,121 | $5.0M |
| Illinois Municipal Retirement Fund | 0.06% | Add +251.3% | 25,134 | $5.0M |
| Nomura Holdings Inc. | 0.04% | Reduce -19.9% | 24,996 | $4.9M |
| Horizon Investments, LLC | 0.06% | Add +5.0% | 25,027 | $4.9M |
| Jain Global LLC | 0.07% | Add +27.0% | 24,663 | $4.9M |
| Hamilton Capital Partners Inc. | 0.16% | Add +10.3% | 24,652 | $4.9M |
| Brant Point Investment Management LLC | 1.33% | Add +44.2% | 24,514 | $4.8M |
| GAMCO Investors | 0.05% | Add +0.0% | 24,173 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.3% | 24,002 | $4.7M |
| Assenagon Asset Management S.A. | 0.01% | Add +2.2% | 23,985 | $4.7M |
| Park Avenue Securities LLC | 0.04% | Add +4.4% | 23,789 | $4.7M |
| Siemens Fonds Invest GmbH | 0.27% | Reduce -0.9% | 23,565 | $4.7M |
| Westover Capital Advisors, LLC | 0.85% | Reduce -0.9% | 23,471 | $4.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Add +2.7% | 23,456 | $4.6M |
| Pier 88 Investment Partners LLC | 6.86% | Add +11.4% | 23,400 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.3% | 23,353 | $4.6M |
| Boston Family Office LLC | 0.30% | Add +4.8% | 23,091 | $4.6M |
| Ascent Group, LLC | 0.16% | Reduce -4.2% | 23,065 | $4.6M |
| Dorsey Wright & Associates | 0.56% | Add +131.5% | 22,908 | $4.5M |
| Romano Brothers and Company | 0.51% | Reduce -0.8% | 22,880 | $4.5M |
| Capital Group Investment Management Pte. LTD. | 0.77% | Add +70.4% | 22,817 | $4.5M |
| Brown Advisory Inc. | 0.01% | Add +0.3% | 22,679 | $4.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -86.5% | 22,665 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +0.7% | 22,587 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +68.5% | 22,560 | $4.5M |
| Brentview Investment Management LLC | 1.92% | Add +5.5% | 22,442 | $4.4M |
| Perpetual Ltd | 0.07% | Add +0.7% | 22,416 | $4.4M |
| United Capital Financial Advisors, LLC | 0.03% | Add +0.2% | 22,388 | $4.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Add +1.8% | 22,326 | $4.4M |
| L & S Advisors Inc | 0.54% | New | 21,547 | $4.3M |
| Spinnaker Trust | 0.23% | Reduce -3.7% | 21,380 | $4.2M |
| Argentarii, LLC | 1.46% | Add +0.0% | 21,116 | $4.2M |
| Union Bancaire Privee, UBP SA | 0.06% | Add +1.6% | 30,439 | $4.1M |
| Portfolio Design Labs, LLC | 0.72% | Reduce -9.5% | 20,501 | $4.1M |
| Allworth Financial LP | 0.02% | Reduce -8.1% | 20,259 | $4.0M |
| Asset Planning,Inc | 2.83% | Add +1.0% | 20,108 | $4.0M |
| Bleichroeder LP | 0.68% | No change | 20,000 | $4.0M |
| North Dakota State Investment Board | 0.17% | Reduce -13.2% | 19,920 | $3.9M |
| Great Diamond Partners, LLC | 0.75% | Add +1.8% | 19,836 | $3.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.5% | 19,477 | $3.9M |
| Chesley Taft & Associates LLC | 0.16% | Add +0.9% | 19,335 | $3.8M |
| Mufg Securities Americas Inc. | 0.25% | Add +4.4% | 19,307 | $3.8M |
| FJ Capital Management LLC | 0.43% | Reduce -8.1% | 19,277 | $3.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.08% | Add +2.5% | 19,236 | $3.8M |
| Nilsine Partners, LLC | 0.30% | Add +6.7% | 18,108 | $3.8M |
| Benjamin Edwards Inc. | 0.04% | Add +14.4% | 19,174 | $3.8M |
| Harvest Investment Services, LLC | 0.69% | Add +21.3% | 19,154 | $3.8M |
| Summit Place Financial Advisors, LLC | 1.81% | Reduce -9.7% | 19,096 | $3.8M |
| Fifth Third Wealth Advisors LLC | 0.13% | Add +2.6% | 18,973 | $3.8M |
| Securian Asset Management, Inc. | 0.15% | Add +1.8% | 18,929 | $3.7M |
| Exchange Traded Concepts, LLC | 0.03% | Add +16.6% | 18,916 | $3.7M |
| V-Square Quantitative Management LLC | 0.39% | Add +4.4% | 18,875 | $3.7M |
| Quadrant Capital Group LLC | 0.11% | Add +16.9% | 18,689 | $3.7M |
| Kintegral Advisory, LLC | 0.35% | Reduce -4.3% | 18,451 | $3.6M |
| Hilton Capital Management, LLC | 0.28% | Add +2.5% | 18,437 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -29.9% | 18,414 | $3.6M |
| Retirement Management Systems Inc. | 0.87% | Reduce -30.8% | 18,205 | $3.6M |
| YHB Investment Advisors, Inc. | 0.26% | Add +6.8% | 18,184 | $3.6M |
| Meeder Advisory Services, Inc. | 0.15% | Add +5.6% | 18,170 | $3.6M |
| World Investment Advisors | 0.06% | Add +15.4% | 18,152 | $3.6M |
| Rice Partnership, LLC | 0.49% | New | 18,075 | $3.6M |
| Edgestream Partners, L.P. | 0.12% | Add +278.0% | 17,991 | $3.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.38% | Reduce -6.8% | 17,970 | $3.6M |
| HB Wealth Management, LLC | 0.02% | Add +6.9% | 17,860 | $3.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +2.3% | 17,789 | $3.5M |
| Group One Trading LLC | 0.12% | New | 17,781 | $3.5M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.24% | No change | 17,611 | $3.5M |
| Sarasin & Partners LLP | 0.04% | Reduce -5.4% | 17,441 | $3.4M |
| Wahed Invest LLC | 0.45% | Reduce -4.2% | 17,343 | $3.4M |
| Canada Post Corp Registered Pension Plan | 0.14% | Reduce -12.9% | 17,339 | $3.4M |
| Arkadios Wealth Advisors | 0.06% | Reduce -32.2% | 17,235 | $3.4M |
| Impax Asset Management Group plc | 0.02% | Add +3.9% | 17,189 | $3.4M |
| Praxis Investment Management Inc. | 0.21% | No change | 17,153 | $3.4M |
| Morangie Management LLC | 3.12% | Add +63.4% | 17,151 | $3.4M |
| Raiffeisen Bank International AG | 0.05% | Reduce -16.5% | 17,303 | $3.4M |
| Capital Investment Advisors, LLC | 0.05% | Add +1.0% | 16,953 | $3.4M |
| Bessemer Group Inc. | 0.01% | Add +20.3% | 16,738 | $3.3M |
| Summit Trail Advisors, LLC | 0.05% | Add +37.2% | 16,574 | $3.3M |
| GAMMA Investing LLC | 0.15% | Add +8.3% | 16,528 | $3.3M |
| Principal Securities, Inc. | 0.05% | Add +12.7% | 16,506 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +55.8% | 16,405 | $3.2M |
| Brooklyn Investment Group | 0.10% | Add +37.5% | 16,015 | $3.2M |
| Sound View Wealth Advisors Group, LLC | 0.21% | Reduce -1.4% | 15,966 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +12.7% | 15,904 | $3.1M |
| Centaurus Financial, Inc. | 0.15% | Add +5.2% | 15,724 | $3.1M |
| MASTERINVEST Kapitalanlage GmbH | 0.31% | Reduce -11.6% | 15,295 | $3.0M |
| Sumitomo Life Insurance Co. | 0.07% | Add +2.6% | 15,173 | $3.0M |
| Triglav Investments, D.O.O. | 0.21% | Reduce -68.5% | 14,866 | $2.9M |
| Nearwater Capital Markets, Ltd | 0.07% | New | 14,600 | $2.9M |
| Meiji Yasuda Life Insurance Co | 0.10% | Reduce -4.4% | 14,450 | $2.9M |
| Edgemoor Investment Advisors, Inc. | 0.23% | Reduce -0.1% | 14,385 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +4.3% | 14,124 | $2.8M |
| BDF-Gestion | 0.37% | No change | 14,077 | $2.8M |
| Verde Capital Management | 0.59% | Reduce -10.9% | 14,036 | $2.8M |
| O'ROURKE & COMPANY, Inc | 1.09% | Reduce -4.3% | 13,924 | $2.8M |
| Simon Quick Advisors, LLC | 0.13% | Reduce -9.9% | 13,841 | $2.7M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -3.4% | 13,841 | $2.7M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -97.8% | 13,823 | $2.7M |
| Florida Trust Wealth Management Co | 0.08% | Add +4.0% | 13,811 | $2.7M |
| Signaturefd, LLC | 0.04% | Add +5.5% | 13,774 | $2.7M |
| Advance Capital Management, Inc. | 0.10% | Add +0.2% | 13,755 | $2.7M |
| Old Second National Bank of Aurora | 0.56% | Reduce -2.1% | 13,735 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | Add +11.3% | 13,403 | $2.6M |
| Garrison Bradford & Associates Inc. | 2.97% | Add +0.8% | 13,276 | $2.6M |
| GLOBALT Investments LLC / GA | 0.09% | New | 13,126 | $2.6M |
| Choreo, LLC | 0.03% | Reduce -4.5% | 12,791 | $2.5M |
| Independent Financial Group, LLC | 0.06% | Add +10.5% | 12,743 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +8.8% | 12,678 | $2.5M |
| NTV Asset Management LLC | 0.27% | Reduce -1.8% | 12,592 | $2.5M |
| Patton Fund Management, Inc. | 0.42% | Reduce -62.8% | 12,428 | $2.5M |
| LDR Capital Management LLC | 4.79% | Add +14.5% | 12,401 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +3.3% | 12,178 | $2.4M |
| iA Global Asset Management Inc. | 0.03% | New | 12,143 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +240.8% | 12,134 | $2.4M |
| Wesbanco Bank Inc. | 0.07% | Reduce -0.9% | 12,099 | $2.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -3.9% | 11,929 | $2.4M |
| Twin Capital Management Inc. | 0.30% | Reduce -9.1% | 11,749 | $2.3M |
| Savvy Advisors, Inc. | 0.06% | Add +33.9% | 11,619 | $2.3M |
| AustralianSuper Pty Ltd | 0.01% | New | 11,417 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +11.3% | 11,284 | $2.2M |
| Caprock Group, LLC | 0.05% | Reduce -26.3% | 11,160 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Add +10.6% | 11,137 | $2.2M |
| Stevens Capital Management LP | 0.34% | Reduce -66.0% | 11,119 | $2.2M |
| High Point Wealth Management, LLC | 2.17% | Add +18.3% | 11,112 | $2.2M |
| GTS Securities LLC | 0.08% | Add +80.1% | 11,108 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.0% | 11,058 | $2.2M |
| Contravisory Investment Management, Inc. | 0.45% | Add +104.5% | 11,017 | $2.2M |
| RDA Financial Network | 0.54% | Add +2.4% | 10,928 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +49.5% | 10,878 | $2.2M |
| Welch Group, LLC | 0.08% | No change | 10,731 | $2.1M |
| Banque Pictet & Cie SA | 0.02% | New | 10,671 | $2.1M |
| Hartford Funds Management Co LLC | 0.18% | Reduce -18.7% | 10,660 | $2.1M |
| Ritholtz Wealth Management | 0.04% | Add +15.9% | 10,656 | $2.1M |
| Ballentine Partners, LLC | 0.03% | Reduce -1.9% | 10,605 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +96.9% | 10,584 | $2.1M |
| Greenleaf Trust | 0.02% | Add +7.1% | 10,497 | $2.1M |
| Gerald Baker Financial Group LLC | 0.66% | — | 10,466 | $2.1M |
| Everhart Financial Group, Inc. | 0.17% | Add +16.3% | 10,396 | $2.1M |
| Virtus Investment Advisers, LLC | 0.56% | Reduce -2.6% | 10,342 | $2.0M |
| Phoenix Financial Ltd. | 0.02% | Add +45.2% | 10,340 | $2.0M |
| Tema ETFs LLC | 0.14% | Add +0.5% | 10,235 | $2.0M |
| Frank, Rimerman Advisors LLC | 0.13% | Add +3.3% | 10,196 | $2.0M |
| Walleye Trading LLC | 0.04% | New | 10,161 | $2.0M |
| GF Fund Management Co. LTD. | 0.03% | Reduce -8.8% | 10,108 | $2.0M |
| James Investment Research, Inc. | 0.22% | Reduce -2.3% | 10,096 | $2.0M |
| Parallax Volatility Advisers, L.P. | 0.11% | Add +54.1% | 9,625 | $2.0M |
| Compound Planning, Inc. | 0.06% | Add +9.8% | 10,029 | $2.0M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -1.2% | 10,009 | $2.0M |
| American Assets Investment Management, LLC | 0.13% | No change | 10,000 | $2.0M |
| Western Financial Corp | 0.77% | Reduce -7.0% | 9,953 | $2.0M |
| Paradigm Asset Management Co. LLC | 0.46% | No change | 9,938 | $2.0M |
| Huntington National Bank | 0.01% | Add +0.5% | 9,897 | $2.0M |
| Wedmont Private Capital | 0.06% | Add +2.6% | 9,524 | $1.9M |
| American Financial Advisors, LLC | 0.26% | Reduce -5.7% | 9,851 | $1.9M |
| Bailard, Inc. | 0.04% | Reduce -1.0% | 9,802 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 9,764 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 9,748 | $1.9M |
| Waterloo Capital, L.P. | 0.13% | Reduce -9.2% | 9,540 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +775.3% | 9,523 | $1.9M |
| Ossiam | 0.03% | Reduce -90.4% | 9,478 | $1.9M |
| Wealth Enhancement Trust Services, Inc. | 0.23% | Add +6.3% | 9,413 | $1.9M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -40.5% | 9,419 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +42.5% | 9,804 | $1.9M |
| Denali Advisors LLC | 0.21% | Reduce -0.3% | 9,335 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -42.0% | 9,310 | $1.8M |
| Jump Financial, LLC | 0.03% | New | 9,282 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Add +231.2% | 9,279 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | Add +131.1% | 9,236 | $1.8M |
| Banco BTG Pactual S.A. | 0.35% | New | 9,166 | $1.8M |
| Prestige Wealth Management Group LLC | 0.35% | Add +7866.7% | 9,082 | $1.8M |
| Arbor Capital Management Inc. | 1.45% | Reduce -7.0% | 8,764 | $1.8M |
| Cornell Pochily Investment Advisors, Inc. | 0.52% | Add +0.5% | 8,986 | $1.8M |
| Carnegie Investment Counsel | 0.03% | Reduce -0.1% | 8,966 | $1.8M |
| Mgo One Seven LLC | 0.04% | Add +8.1% | 8,958 | $1.8M |
| Plato Investment Management Ltd | 0.12% | Add +103.7% | 8,947 | $1.8M |
| Purkiss Capital Advisors LLC | 0.78% | Add +21.7% | 8,943 | $1.8M |
| Jeppson Wealth Management, LLC | 0.55% | Reduce -0.4% | 8,899 | $1.8M |
| VestGen Advisors, LLC | 0.05% | Add +361.7% | 7,996 | $1.7M |
| Agate Pass Investment Management, LLC | 0.68% | No change | 8,785 | $1.7M |
| Independent Advisor Alliance | 0.02% | Reduce -39.0% | 8,684 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +76.3% | 8,574 | $1.7M |
| Life Cycle Investment Partners Ltd | 0.01% | New | 8,378 | $1.7M |
| Schnieders Capital Management, Llc. | 0.26% | Reduce -0.6% | 8,344 | $1.6M |
| Summit Global Investments | 0.10% | New | 8,308 | $1.6M |
| Allianz SE | 0.02% | Reduce -80.5% | 8,270 | $1.6M |
| Trueblood Wealth Management, LLC | 0.64% | Reduce -0.3% | 8,270 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +71.8% | 8,239 | $1.6M |
| Evergreen Capital Management LLC | 0.04% | Add +26.3% | 8,237 | $1.6M |
| RFG - Bristol Wealth Advisors, LLC | 0.43% | Add +0.7% | 8,107 | $1.6M |
| Picton Mahoney Asset Management | 0.02% | New | 8,100 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Add +12.1% | 8,160 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +2.4% | 8,027 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +3.6% | 8,020 | $1.6M |
| PFG Investments, LLC | 0.07% | Reduce -1.3% | 8,013 | $1.6M |
| Emergent Wealth Advisors, LLC | 0.93% | Reduce -1.9% | 7,947 | $1.6M |
| Stephens Inc. | 0.02% | Reduce -20.9% | 7,925 | $1.6M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -55.9% | 7,900 | $1.6M |
| Highview Capital Management LLC | 0.56% | Add +2.0% | 7,738 | $1.5M |
| Profund Advisors LLC | 0.05% | Reduce -26.5% | 7,484 | $1.5M |
| American National Bank & Trust | 0.14% | Add +4.6% | 7,398 | $1.5M |
| Ancora Advisors LLC | 0.03% | Reduce -3.2% | 7,379 | $1.5M |
| Vinva Investment Management Ltd | 0.02% | Add +77.9% | 7,431 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +2.3% | 7,298 | $1.4M |
| Drake & Associates, LLC | 0.27% | Reduce -32.6% | 7,207 | $1.4M |
| Saturna Capital Corp. | 0.02% | Add +13.3% | 7,205 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +0.7% | 7,161 | $1.4M |
| Brighton Jones LLC | 0.03% | New | 7,099 | $1.4M |
| Sax Wealth Advisors, LLC | 0.07% | No change | 7,559 | $1.4M |
| Stiles Financial Services Inc | 0.43% | Reduce -2.5% | 7,056 | $1.4M |
| Community Bank & Trust, Waco, Texas | 0.28% | Reduce -0.1% | 7,054 | $1.4M |
| Morey & Quinn Wealth Partners, LLC | 0.98% | No change | 6,998 | $1.4M |
| Checchi Capital Advisers, LLC | 0.09% | Add +4.0% | 6,969 | $1.4M |
| S&A Financial Services, Inc. | 0.95% | — | 6,967 | $1.4M |
| Wealth Architects, LLC | 0.12% | Add +0.1% | 6,945 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -0.3% | 6,891 | $1.4M |
| DigitalBridge Group, Inc. | 0.09% | Add +98.5% | 6,850 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +13.0% | 6,844 | $1.4M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -1.4% | 6,813 | $1.3M |
| Values First Advisors, Inc. | 0.70% | Add +1.3% | 6,795 | $1.3M |
| Hantz Financial Services, Inc. | 0.02% | Add +7.7% | 6,757 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +0.4% | 6,631 | $1.3M |
| Northeast Investment Management | 0.05% | New | 6,562 | $1.3M |
| Cigna Investments Inc. | 0.20% | Reduce -0.8% | 6,558 | $1.3M |
| AlphaCore Capital LLC | 0.03% | Reduce -20.2% | 6,493 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.8% | 6,480 | $1.3M |
| Penserra Capital Management LLC | 0.01% | Add +2.7% | 6,473 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +3.6% | 6,460 | $1.3M |
| Apella Capital, LLC | 0.02% | Add +4.1% | 6,016 | $1.3M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -1.5% | 6,378 | $1.3M |
| Harbor Investment Advisory, LLC | 0.10% | Add +6.3% | 6,366 | $1.3M |
| Fig Financial Advisory Services Inc. | 0.79% | Add +0.2% | 6,353 | $1.3M |
| Summit Financial, LLC | 0.02% | Add +4.3% | 6,344 | $1.3M |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 0.98% | Add +244.9% | 6,315 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.4% | 6,292 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -7.2% | 6,263 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +1.9% | 6,257 | $1.2M |
| Texas Yale Capital Corp. | 0.04% | Reduce -0.2% | 6,252 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +41.0% | 6,240 | $1.2M |
| RiverFront Investment Group, LLC | 0.02% | Reduce -2.6% | 6,239 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +7.8% | 6,128 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Reduce -2.9% | 6,087 | $1.2M |
| Pacific Sun Financial Corp | 0.58% | No change | 6,063 | $1.2M |
| Qtron Investments LLC | 0.16% | Add +0.1% | 6,060 | $1.2M |
| Richwood Investment Advisors, LLC | 0.92% | No change | 6,057 | $1.2M |
| Dudley Capital Management, LLC | 0.53% | No change | 6,025 | $1.2M |
| BSW Wealth Partners | 0.15% | Reduce -4.5% | 6,017 | $1.2M |
| Trustmark Bank Trust Department | 0.08% | Add +5.0% | 5,929 | $1.2M |
| Ellevest, Inc. | 0.16% | Reduce -0.6% | 5,923 | $1.2M |
| Clearstead Advisors, LLC | 0.01% | Reduce -21.4% | 5,794 | $1.1M |
| Sun Life Financial Inc. | 0.06% | New | 5,760 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Add +51.9% | 5,756 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Add +134.2% | 5,742 | $1.1M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.04% | No change | 5,713 | $1.1M |
| Pinebridge Investments LLC | 0.01% | Add +23.5% | 5,667 | $1.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.09% | Reduce -10.9% | 5,661 | $1.1M |
| CVFG LLC | 0.14% | New | 5,651 | $1.1M |
| Ninety One UK Ltd | 0.00% | New | 5,647 | $1.1M |
| Continuum Advisory, LLC | 0.11% | Reduce -7.2% | 5,646 | $1.1M |
| Commerzbank Aktiengesellschaft | 0.02% | Reduce -16.8% | 5,616 | $1.1M |
| Evolve Private Wealth, LLC | 0.06% | Reduce -0.4% | 5,595 | $1.1M |
| Ibex Wealth Advisors | 0.10% | New | 5,571 | $1.1M |
| Syon Capital LLC | 0.06% | Add +1.7% | 5,568 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +37.1% | 5,496 | $1.1M |
| Lumbard & Kellner, LLC | 0.38% | No change | 5,496 | $1.1M |
| Park Edge Advisors, LLC | 0.25% | Add +3.9% | 5,451 | $1.1M |
| Busey Bank | 0.03% | Reduce -6.1% | 5,440 | $1.1M |
| Friedenthal Financial | 0.54% | Reduce -1.4% | 5,403 | $1.1M |
| Stableford Capital II LLC | 0.39% | Reduce -0.3% | 5,377 | $1.1M |
| Florida Financial Advisors, LLC | 0.25% | Add +17.2% | 5,357 | $1.1M |
| Diversified Trust Co. | 0.02% | Reduce -45.2% | 5,343 | $1.1M |
| Retirement Planning Co of New England, Inc. | 0.42% | Add +0.3% | 5,269 | $1.0M |
| Fidelis Capital Partners, LLC | 0.07% | Add +2.4% | 5,268 | $1.0M |
| Ashton Thomas Securities, LLC | 0.13% | Reduce -0.4% | 5,200 | $1.0M |
| Sara-Bay Financial | 0.31% | No change | 5,135 | $1.0M |
| Jackson Square Capital, LLC | 0.21% | Add +1.9% | 5,121 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -22.4% | 5,120 | $1.0M |
| ARS Wealth Advisors Group, LLC | 0.09% | Add +2.5% | 5,113 | $1.0M |
| Benchmark Investment Advisors LLC | 0.58% | — | 5,060 | $1.0M |
| Premier Path Wealth Partners, LLC | 0.13% | Add +9.0% | 5,047 | $998K |
| Frec Markets, Inc. | 0.17% | Add +48.5% | 5,013 | $991K |
| Personal Cfo Solutions, LLC | 0.14% | Add +28.5% | 4,991 | $987K |
| Legacy Wealth Asset Management, LLC | 0.24% | Add +3.1% | 4,985 | $986K |
| Finward Bancorp | 0.79% | Reduce -2.5% | 4,971 | $983K |
| LongView Wealth Management | 0.25% | Reduce -1.0% | 4,647 | $980K |
| Monetary Management Group Inc. | 0.23% | Reduce -7.9% | 4,925 | $974K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -3.2% | 4,921 | $973K |
| Aprio Wealth Management, LLC | 0.05% | Add +23.8% | 4,871 | $963K |
| Investment Advisory Group, LLC | 0.24% | Reduce -2.1% | 4,817 | $952K |
| Quantitative Investment Management, LLC | 0.10% | Reduce -38.9% | 4,808 | $950K |
| M&G PLC | 0.01% | Add +0.7% | 4,786 | $948K |
| Capital Square, LLC | 0.44% | Reduce -18.6% | 4,538 | $947K |
| Dodds Wealth, LLC | 0.23% | Reduce -21.1% | 4,748 | $939K |
| PDS Planning, Inc | 0.06% | Add +3.0% | 4,713 | $932K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -54.6% | 4,673 | $924K |
| Lederer & Associates Investment Counsel | 0.65% | No change | 4,649 | $919K |
| Supplemental Annuity Collective Trust of NJ | 0.26% | New | 4,647 | $919K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -14.5% | 4,632 | $916K |
| SJS Investment Consulting Inc. | 0.11% | Reduce -9.2% | 4,604 | $910K |
| First American Trust, FSB | 0.06% | Add +1.6% | 4,593 | $908K |
| Clear Trail Advisors, LLC | 0.15% | Add +176.4% | 4,531 | $896K |
| Marex Group Ltd | 0.01% | Add +61.0% | 4,511 | $892K |
| Fulcrum Capital LLC | 0.19% | Reduce -1.1% | 4,483 | $886K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 4,480 | $886K |
| Midwest Trust Co | 0.01% | Reduce -3.0% | 4,436 | $877K |
| IFP Advisors, Inc | 0.02% | Add +5.4% | 4,434 | $877K |
| Tower Bridge Advisors | 0.08% | No change | 4,425 | $875K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 1.46% | Reduce -27.9% | 4,400 | $870K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +0.8% | 4,397 | $869K |
| Ingalls & Snyder LLC | 0.03% | No change | 4,395 | $869K |
| ProVise Management Group, LLC | 0.06% | Reduce -10.1% | 4,386 | $867K |
| Alteri Wealth LLC | 0.28% | Reduce -0.6% | 4,385 | $867K |
| Foster Victor Wealth Advisors, LLC | 0.05% | No change | 4,091 | $863K |
| Buckley Wealth Management, LLC | 0.22% | Add +16.5% | 4,355 | $861K |
| Journey Strategic Wealth LLC | 0.02% | Add +42.9% | 4,350 | $860K |
| AA Financial Advisors, LLC | 0.12% | Add +13.2% | 4,344 | $859K |
| Fairtree Asset Management (Pty) Ltd | 0.39% | Reduce -0.0% | 4,290 | $848K |
| Bard Associates Inc. | 0.21% | Reduce -3.5% | 4,277 | $846K |
| Quantum Portfolio Management LLC | 0.37% | Reduce -20.2% | 4,266 | $843K |
| LRI Investments, LLC | 0.07% | Reduce -6.2% | 4,220 | $834K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +0.9% | 4,142 | $832K |
| Panoramic Investment Advisors, LLC | 0.45% | Reduce -1.1% | 4,204 | $831K |
| Balboa Wealth Partners | 0.14% | Add +21.3% | 4,181 | $827K |
| Associated Banc-Corp | 0.02% | Add +0.2% | 4,174 | $825K |
| St Germain D J Co. Inc. | 0.03% | Reduce -2.5% | 4,159 | $822K |
| Tuttle Capital Management, LLC | 1.34% | No change | 4,112 | $813K |
| AE Wealth Management LLC | 0.00% | Add +18.2% | 4,102 | $811K |
| Integrated Advisors Network LLC | 0.04% | Reduce -16.3% | 4,094 | $809K |
| River Street Advisors LLC | 0.27% | Add +6.0% | 4,073 | $805K |
| Jackson Creek Investment Advisors LLC | 0.24% | Reduce -6.1% | 4,059 | $803K |
| HBK Sorce Advisory LLC | 0.02% | Add +10.3% | 3,734 | $801K |
| Prosperity Consulting Group, LLC | 0.04% | Add +9.1% | 4,050 | $801K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | Add +15.8% | 4,040 | $799K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -30.3% | 4,037 | $798K |
| Bull Harbor Capital LLC | 0.21% | — | 4,028 | $796K |
| Manske Wealth Management | 0.22% | Reduce -3.0% | 4,025 | $796K |
| Souders Financial Advisors | 0.09% | Add +9.5% | 4,016 | $794K |
| Caldwell Sutter Capital, Inc. | 0.32% | Add +10.7% | 4,014 | $794K |
| Beto Financial Group, LLC | 0.46% | Add +0.8% | 3,722 | $793K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -39.1% | 3,981 | $787K |
| Valued Retirements, Inc. | 0.77% | Add +13.9% | 3,972 | $785K |
| Churchill Financial Advisors, LLC | 0.17% | Reduce -3.0% | 3,970 | $785K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.26% | Add +11.3% | 3,950 | $781K |
| Saiph Capital, LLC | 0.30% | New | 3,949 | $781K |
| Silver Oak Securities, Incorporated | 0.06% | Add +22.1% | 3,922 | $775K |
| Comprehensive Money Management Services LLC | 0.51% | Add +1.2% | 3,921 | $775K |
| Glenview Trust Co | 0.01% | Add +0.1% | 3,902 | $771K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -0.4% | 3,889 | $769K |
| Donoghue Forlines LLC | 0.21% | Reduce -71.1% | 3,879 | $767K |
| Baldwin Investment Management, LLC | 0.09% | Reduce -4.9% | 3,876 | $766K |
| Advisory Services Network, LLC | 0.01% | Add +14.4% | 3,845 | $760K |
| Southland Equity Partners LLC | 0.15% | Reduce -2.6% | 3,843 | $760K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,834 | $758K |
| TD Private Client Wealth LLC | 0.02% | Add +20.2% | 3,834 | $758K |
| Madden Advisory Services, Inc. | 0.30% | Reduce -21.6% | 3,810 | $753K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.3% | 3,797 | $751K |
| Simplicity Wealth,LLC | 0.04% | Add +6.7% | 3,736 | $739K |
| Driehaus Capital Management LLC | 0.01% | Add +48.1% | 3,734 | $738K |
| Dogwood Wealth Management LLC | 0.32% | Reduce -9.3% | 3,726 | $737K |
| L2 Asset Management, LLC | 0.07% | Add +7.2% | 3,709 | $733K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -11.4% | 3,642 | $720K |
| CX Institutional | 0.02% | Add +3.9% | 3,637 | $719K |
| Family Wealth Partners, LLC | 0.24% | Add +1.8% | 3,630 | $717K |
| Kesler, Norman & Wride, LLC | 0.12% | New | 3,629 | $717K |
| Flputnam Investment Management Co. | 0.01% | Add +2.0% | 3,625 | $717K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,625 | $717K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.3% | 3,603 | $712K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -3.2% | 3,598 | $711K |
| Pension & Wealth Management Advisors, Inc. | 0.21% | Reduce -56.6% | 3,593 | $711K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +0.2% | 3,567 | $705K |
| Peak Planning Group, LLC | 0.19% | Reduce -0.6% | 3,540 | $700K |
| Strategy Asset Managers LLC | 0.11% | Add +1.0% | 3,516 | $695K |
| Stonebridge Financial Group, LLC | 0.06% | Add +0.2% | 3,505 | $693K |
| Catalyst Financial Partners LLC | 0.08% | Add +55.4% | 3,486 | $689K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | No change | 3,474 | $687K |
| Westerkirk Capital Inc. | 0.07% | No change | 3,471 | $686K |
| GWN Securities Inc. | 0.13% | Add +6.9% | 3,430 | $678K |
| FSM Wealth Advisors, LLC | 0.09% | Add +92.5% | 3,400 | $672K |
| LCNB Corp. | 0.23% | No change | 3,392 | $671K |
| Ascentis Independent Advisors | 0.05% | Add +33.2% | 3,379 | $668K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 3,374 | $667K |
| Gateway Investment Advisers LLC | 0.01% | Add +67.9% | 3,364 | $665K |
| HF Advisory Group, LLC | 0.22% | Reduce -1.4% | 3,339 | $660K |
| Harvest Fund Management Co., Ltd | 0.03% | Reduce -84.1% | 3,325 | $657K |
| Eurizon SLJ Capital Ltd | 0.31% | Reduce -25.5% | 3,297 | $652K |
| Pinnacle Wealth Management Group, Inc. | 0.32% | Add +0.2% | 3,284 | $649K |
| Keystone Financial Group | 0.04% | Add +3.7% | 3,283 | $649K |
| Shelton Capital Management | 0.01% | No change | 3,278 | $648K |
| First Affirmative Financial Network | 0.25% | — | 3,273 | $647K |
| Cambria Investment Management, L.P. | 0.04% | Reduce -15.9% | 3,252 | $643K |
| Point Windward Advisors Inc. | 0.33% | No change | 3,250 | $643K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -27.9% | 3,251 | $642K |
| Obermeyer Wealth Partners | 0.03% | Reduce -0.1% | 3,200 | $633K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -8.0% | 3,167 | $626K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -6.3% | 3,162 | $625K |
| Hendershot Investments Inc. | 0.08% | No change | 3,126 | $618K |
| Moors & Cabot, Inc. | 0.03% | Add +2.5% | 3,123 | $617K |
| Composition Wealth, LLC | 0.01% | Add +24.3% | 3,120 | $617K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 3,114 | $616K |
| Sfmg, LLC | 0.04% | Reduce -4.4% | 3,110 | $615K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -14.5% | 3,136 | $612K |
| Angeles Wealth Management, LLC | 0.03% | Add +65.5% | 3,095 | $612K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -77.4% | 3,093 | $612K |
| PlanVest Financial, Inc | 0.46% | — | 3,072 | $608K |
| Waddell & Associates, LLC | 0.03% | No change | 3,071 | $607K |
| AlphaGrep UK Ltd | 0.18% | Reduce -33.7% | 3,053 | $604K |
| FWG Holdings, LLC | 0.23% | Add +6.8% | 2,987 | $600K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -11.8% | 3,033 | $600K |
| Spirepoint Private Client, LLC | 0.06% | Reduce -6.7% | 3,018 | $597K |
| Conning Inc. | 0.02% | Reduce -13.3% | 3,007 | $595K |
| Walter Public Investments Inc. | 0.14% | No change | 3,000 | $593K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -5.6% | 2,997 | $593K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.2% | 2,990 | $591K |
| Sageworth Trust Co | 0.03% | Add +67.7% | 2,976 | $588K |
| Blue Trust, Inc. | 0.01% | Reduce -3.5% | 2,971 | $587K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -69.3% | 2,947 | $583K |
| Shrier Wealth Management, LLC | 0.21% | Add +0.2% | 2,897 | $573K |
| LYNX Capital Group Ltd. | 0.26% | No change | 2,878 | $569K |
| Dakota Wealth Management | 0.01% | Reduce -17.8% | 2,876 | $569K |
| Childress Capital Advisors, LLC | 0.10% | Reduce -29.2% | 2,873 | $568K |
| LGT Fund Management Co Ltd. | 0.02% | Add +11.3% | 2,857 | $565K |
| Heartland Bank & Trust Co | 0.13% | Add +3.0% | 2,854 | $564K |
| Aureus Asset Management, LLC | 0.04% | Add +46.1% | 2,850 | $563K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +0.4% | 2,824 | $558K |
| Wedbush Securities Inc. | 0.02% | Add +7.7% | 2,822 | $558K |
| Keel Point, LLC | 0.04% | Reduce -19.8% | 2,816 | $557K |
| Mather Group, Llc. | 0.01% | Add +4.6% | 2,800 | $554K |
| Wakefield Asset Management LLLP | 0.14% | Reduce -0.8% | 2,754 | $544K |
| World Equity Group, Inc. | 0.14% | Add +37.9% | 2,751 | $544K |
| HUB Investment Partners, LLC | 0.01% | Add +5.7% | 2,741 | $542K |
| Providence First Trust Co | 0.19% | Add +2.5% | 2,736 | $541K |
| QTR Family Wealth, LLC | 0.23% | Reduce -0.9% | 2,563 | $541K |
| Alta Advisers Ltd | 0.20% | No change | 2,733 | $540K |
| Maia Wealth LLC | 0.09% | Add +28.7% | 2,732 | $540K |
| Roehl & Yi Investment Advisors, LLC | 0.20% | Add +2.1% | 2,727 | $539K |
| Two Sigma Securities, LLC | 0.06% | New | 2,717 | $537K |
| Resonant Capital Advisors, LLC | 0.03% | Add +13.1% | 2,698 | $533K |
| RCW Management, LLC | 0.54% | Add +0.4% | 2,689 | $532K |
| Quotient Wealth Partners, LLC | 0.01% | Add +0.7% | 2,679 | $530K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -43.9% | 2,674 | $529K |
| Hartline Investment Corp./ | 0.06% | No change | 2,652 | $524K |
| Moran Wealth Management, LLC | 0.02% | Reduce -10.5% | 2,639 | $522K |
| First Horizon Corp. | 0.02% | Reduce -0.6% | 2,619 | $518K |
| First Citizens Bank & Trust Co. | 0.01% | Add +3.0% | 2,594 | $513K |
| Covenant Asset Management, LLC | 0.10% | Reduce -4.2% | 2,589 | $512K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +106.2% | 2,514 | $509K |
| Visionary Wealth Advisors | 0.02% | No change | 2,572 | $509K |
| E Fund Management Co., Ltd. | 0.02% | — | 2,572 | $509K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.02% | Reduce -67.8% | 2,568 | $508K |
| Foresight Group Ltd Liability Partnership | 0.09% | No change | 2,598 | $507K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.6% | 2,562 | $506K |
| CHICAGO TRUST Co NA | 0.08% | Reduce -0.8% | 2,552 | $505K |
| CWA Asset Management Group, LLC | 0.02% | Add +5.1% | 2,548 | $504K |
| Western Wealth Management, LLC | 0.02% | Add +8.9% | 2,539 | $502K |
| Crestwood Advisors Group, LLC | 0.01% | Add +6.8% | 2,536 | $501K |
| West Family Investments, Inc. | 0.17% | Reduce -27.8% | 2,521 | $498K |
| Advisor OS, LLC | 0.04% | Add +4.4% | 2,514 | $497K |
| Cary Street Partners Investment Advisory LLC | 0.13% | Add +6.5% | 2,505 | $495K |
| 44 Wealth Management LLC | 0.17% | Reduce -2.1% | 2,503 | $495K |
| Hudock, Inc. | 0.07% | Add +0.2% | 2,500 | $494K |
| Kintra Wealth, LLC | 0.03% | New | 2,497 | $494K |
| Whittier Trust Co. | 0.01% | Reduce -1.6% | 2,457 | $494K |
| Caerus Investment Advisors, LLC | 0.21% | Reduce -39.3% | 2,495 | $493K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.03% | Reduce -8.2% | 2,479 | $490K |
| Retirement Planning Group, LLC / NY | 0.32% | Add +0.0% | 2,477 | $490K |
| Gold Investment Management Ltd. | 0.15% | No change | 2,470 | $488K |
| Triad Wealth Partners, LLC | 0.04% | Add +4.0% | 2,466 | $488K |
| Capital Analysts, LLC | 0.01% | Reduce -7.1% | 2,461 | $487K |
| bLong Financial, LLC | 0.37% | No change | 2,450 | $484K |
| Larson Financial Group LLC | 0.02% | Add +12.1% | 2,444 | $483K |
| Evoke Wealth, LLC | 0.01% | Reduce -4.5% | 2,423 | $479K |
| AGH Wealth Advisors, LLC | 0.35% | Add +4.7% | 2,411 | $477K |
| Index Technologies Group LLC | 0.52% | Reduce -27.1% | 2,402 | $475K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -6.6% | 2,401 | $475K |
| Alps Advisors Inc. | 0.00% | Reduce -10.1% | 2,400 | $475K |
| Whalerock Point Partners, LLC | 0.10% | No change | 2,398 | $474K |
| Brucke Financial, Inc. | 0.24% | New | 2,370 | $469K |
| First Foundation Advisors | 0.02% | Add +19.9% | 2,353 | $465K |
| Advyzon Investment Management, LLC | 0.04% | New | 2,343 | $463K |
| Family Capital Trust Co | 0.17% | Add +151.6% | 2,342 | $463K |
| Rothschild Wealth LLC | 0.04% | Add +3.4% | 2,331 | $461K |
| Jane Street Group, LLC | 0.00% | New | 2,331 | $461K |
| Norden Group LLC | 0.04% | Add +11.6% | 2,314 | $458K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -4.0% | 2,312 | $457K |
| Planned Solutions, Inc. | 0.15% | No change | 2,307 | $456K |
| MTM Investment Management, LLC | 0.14% | No change | 2,300 | $455K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -15.1% | 2,292 | $454K |
| Advisory Alpha, LLC | 0.01% | New | 2,286 | $452K |
| Defiance ETFs, LLC | 0.01% | New | 2,283 | $451K |
| Barnes Pettey Financial Advisors, LLC | 0.20% | No change | 2,277 | $450K |
| Cullinan Associates Inc. | 0.04% | Reduce -77.4% | 2,275 | $450K |
| Clear Wave Wealth Management LLC | 0.11% | — | 2,267 | $448K |
| Arax Advisory Partners | 0.01% | Reduce -38.6% | 2,216 | $442K |
| Portfolio Resources Advisor Group, Inc. | 0.44% | Add +17.9% | 2,231 | $441K |
| Moss Adams Wealth Advisors LLC | 0.03% | Add +17.6% | 2,220 | $439K |
| Everpar Advisors LLC | 0.15% | Add +28.9% | 2,216 | $438K |
| Basecamp Wealth Advisors LLC | 0.09% | Add +1.6% | 2,213 | $438K |
| Shelton Wealth Management, LLC | 0.19% | Add +0.4% | 2,209 | $437K |
| Blue Fin Capital, Inc. | 0.07% | No change | 2,196 | $434K |
| Pflug Koory, LLC | 0.20% | No change | 2,190 | $433K |
| Painted Porch Advisors LLC | 0.21% | Reduce -0.3% | 2,189 | $433K |
| GM Advisory Group, LLC | 0.02% | Reduce -5.4% | 2,187 | $432K |
| Gateway Wealth Partners, LLC | 0.02% | New | 2,176 | $430K |
| Phillips Wealth Planners LLC | 0.32% | Reduce -0.3% | 2,001 | $430K |
| Modera Wealth Management, LLC | 0.01% | Add +17.8% | 2,163 | $428K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 2,156 | $426K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +14.5% | 2,155 | $426K |
| Circle Wealth Management, LLC | 0.01% | Add +12.3% | 2,154 | $426K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -2.3% | 2,142 | $423K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.3% | 2,138 | $423K |
| Howard Capital Management, LLC | 0.01% | Reduce -50.1% | 2,132 | $422K |
| Facet Wealth, Inc. | 0.01% | Reduce -14.7% | 2,118 | $419K |
| Mystic Asset Management, Inc. | 0.10% | No change | 2,115 | $418K |
| Monument Capital Management | 0.10% | Reduce -4.9% | 2,109 | $417K |
| Bridgewater Advisors Inc. | 0.02% | Add +11.7% | 1,987 | $417K |
| Quent Capital, LLC | 0.03% | Add +34.1% | 2,084 | $412K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -10.8% | 2,076 | $411K |
| Foster Group, Inc. | 0.01% | Add +8.7% | 2,076 | $410K |
| SmartHarvest Portfolios, LLC | 0.17% | Reduce -16.0% | 2,076 | $410K |
| Lifeworks Advisors, LLC | 0.05% | New | 2,072 | $410K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 2,071 | $409K |
| Smith, Moore & Co. | 0.03% | Add +10.4% | 2,070 | $409K |
| Dickmeyer Boyce Financial Management, Inc. | 0.24% | — | 2,066 | $408K |
| Income Insurance Ltd | 0.28% | No change | 2,048 | $405K |
| Purpose Unlimited Inc. | 0.02% | No change | 2,036 | $403K |
| Parkside Financial Bank & Trust | 0.03% | Add +2.9% | 2,034 | $402K |
| Krilogy Financial LLC | 0.01% | Reduce -7.9% | 1,874 | $402K |
| Corient IA LP | 0.38% | Reduce -18.8% | 2,030 | $401K |
| Engineers Gate Manager LP | 0.01% | Add +59.5% | 2,029 | $401K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 2,024 | $400K |
| Bluespring Wealth Management, LLC | 0.03% | Add +1.1% | 2,021 | $400K |
| Tempo Wealth, LLC | 0.07% | Add +0.3% | 2,021 | $400K |
| Safe Harbor Family Capital, LLC | 0.31% | No change | 2,016 | $399K |
| Gross & Hartman Investments LLC | 0.21% | No change | 2,016 | $399K |
| Whipplewood Advisors, LLC | 0.21% | Reduce -26.5% | 2,005 | $396K |
| Fortis Group Advisors, LLC | 0.07% | Add +4.7% | 1,824 | $395K |
| C2C Wealth Management, LLC | 0.33% | No change | 2,000 | $395K |
| Chicago Partners Investment Group LLC | 0.01% | Add +11.4% | 1,979 | $395K |
| Cetera Trust Company, N.A | 0.22% | Reduce -11.2% | 1,990 | $393K |
| Leo Wealth, LLC | 0.03% | New | 1,975 | $391K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | No change | 1,974 | $390K |
| Hardy Reed LLC | 0.03% | Reduce -1.5% | 1,970 | $390K |
| Wellspring Financial Advisors, LLC | 0.03% | Reduce -6.3% | 1,969 | $389K |
| Providence Financial Advisors, LLC | 0.22% | Reduce -3.2% | 1,957 | $387K |
| Commons Capital, LLC | 0.32% | Add +0.1% | 1,953 | $386K |
| Prudent Man Advisors, LLC | 0.12% | Add +3.8% | 1,948 | $385K |
| Gryphon Financial Partners LLC | 0.04% | New | 1,934 | $382K |
| New Republic Capital, LLC | 0.13% | Reduce -11.7% | 1,929 | $381K |
| Alerus Financial NA | 0.02% | New | 1,923 | $380K |
| Daymark Wealth Partners, LLC | 0.01% | Add +4.7% | 1,922 | $380K |
| Discipline Wealth Solutions, LLC | 0.04% | Reduce -0.6% | 1,920 | $380K |
| Accurate Wealth Management, LLC | 0.05% | Add +4.6% | 1,828 | $380K |
| Zions Bancorporation, National Association | 0.02% | Reduce -49.7% | 1,915 | $379K |
| Old Mission Capital LLC | 0.01% | New | 1,914 | $378K |
| Regions Financial Corp. | 0.00% | Add +12.4% | 1,904 | $376K |
| CYBER HORNET ETFs LLC | 0.24% | Add +10.6% | 1,888 | $375K |
| Colonial Trust Advisors | 0.03% | Add +35.9% | 1,892 | $374K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +11.2% | 1,880 | $372K |
| Values Added Financial LLC | 0.16% | Add +5.0% | 1,865 | $369K |
| Prosperity Financial Group, Inc. | 0.14% | Reduce -4.7% | 1,857 | $367K |
| Bullock Wealth Management Group | 0.18% | Add +0.3% | 1,841 | $366K |
| Optas, LLC | 0.06% | Add +7.5% | 1,851 | $366K |
| Wealth Science Advisors LLC | 0.21% | No change | 1,969 | $365K |
| Financial Management Professionals, Inc. | 0.04% | Add +468.6% | 1,848 | $365K |
| Private Trust Co. NA | 0.03% | Add +54.5% | 1,838 | $363K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +7.3% | 1,752 | $362K |
| Rothschild Capital Partners, LLC | 0.09% | Reduce -28.1% | 1,814 | $359K |
| PCM Encore, LLC | 0.07% | Add +16.2% | 1,811 | $358K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -7.9% | 1,810 | $358K |
| Sovran Advisors, LLC | 0.03% | Add +16.5% | 1,636 | $356K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | Add +10.5% | 1,794 | $355K |
| Keebeck Wealth Management | 0.04% | Add +50.5% | 1,787 | $353K |
| Cromwell Holdings LLC | 0.20% | No change | 1,781 | $352K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -4.2% | 1,781 | $352K |
| Sowell Financial Services LLC | 0.01% | Add +2.3% | 1,771 | $350K |
| Wealth Alliance, LLC | 0.03% | Reduce -14.0% | 1,770 | $350K |
| Segment Wealth Management, LLC | 0.02% | New | 1,762 | $348K |
| Cercano Management LLC | 0.01% | No change | 1,736 | $343K |
| Register Financial Advisors LLC | 0.13% | Reduce -6.7% | 1,734 | $343K |
| Abel Hall, LLC | 0.07% | Add +23.7% | 1,726 | $341K |
| SVB Wealth LLC | 0.02% | Reduce -7.4% | 1,724 | $341K |
| Rothschild Investment LLC | 0.02% | Add +4.2% | 1,722 | $341K |
| Diversified Enterprises, LLC | 0.02% | Add +27.0% | 1,717 | $339K |
| Regent Peak Wealth Advisors LLC | 0.07% | Add +2.0% | 1,705 | $337K |
| Hunter Associates Investment Management LLC | 0.04% | Add +6.4% | 1,702 | $337K |
| Advisors Capital Management, LLC | 0.00% | Add +4.1% | 1,703 | $337K |
| Fell Capital Management | 0.32% | No change | 1,700 | $336K |
| Marshall Financial Group, LLC | 0.05% | Reduce -42.1% | 1,698 | $336K |
| Moody National Bank Trust Division | 0.03% | Add +0.6% | 1,698 | $336K |
| WealthShield Partners, LLC | 0.04% | Reduce -0.2% | 1,687 | $334K |
| May Hill Capital, LLC | 0.08% | Add +7.5% | 1,684 | $333K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -30.9% | 1,673 | $331K |
| TRB Wealth Management, LLC | 0.05% | — | 1,672 | $331K |
| Procyon Advisors, LLC | 0.02% | Add +12.1% | 1,672 | $331K |
| Cresset Asset Management, LLC | 0.00% | Reduce -65.7% | 1,669 | $330K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -2.9% | 1,669 | $330K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | Reduce -20.7% | 1,661 | $328K |
| Cambiar Investors LLC | 0.02% | No change | 1,661 | $328K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,659 | $328K |
| Wilkerson Advisory Group LLC | 0.11% | Add +1946.9% | 1,658 | $328K |
| Delta Investment Management, LLC | 0.06% | Add +6.4% | 1,654 | $327K |
| Alpha Zero LLC | 0.17% | Add +50.4% | 1,650 | $326K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -3.0% | 1,650 | $326K |
| Mechanics Bank Trust Department | 0.05% | No change | 1,649 | $326K |
| KCM Investment Advisors LLC | 0.01% | Reduce -1.8% | 1,648 | $326K |
| Stonebrook Private Inc. | 0.07% | Add +3.2% | 1,629 | $322K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -12.1% | 1,628 | $322K |
| AlTi Global, Inc. | 0.01% | Reduce -23.9% | 1,625 | $321K |
| Trust Point Inc. | 0.03% | Reduce -4.8% | 1,624 | $321K |
| Natural Investments, LLC | 0.08% | Reduce -1.3% | 1,625 | $321K |
| Liberty Wealth Management LLC | 0.04% | No change | 1,616 | $320K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -1.8% | 1,611 | $319K |
| OneAscent Financial Services LLC | 0.02% | New | 1,602 | $317K |
| Greenwood Capital Associates LLC | 0.03% | New | 1,599 | $316K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +39.2% | 1,597 | $316K |
| Cambient Family Office, LLC | 0.04% | Add +37.2% | 1,589 | $314K |
| Cooper Financial Group | 0.03% | Add +16.4% | 1,584 | $313K |
| Westside Investment Management, Inc. | 0.05% | No change | 1,538 | $310K |
| Avestar Capital, LLC | 0.02% | Add +3.5% | 1,563 | $309K |
| TFR Capital, LLC. | 0.09% | New | 1,550 | $306K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -0.5% | 1,550 | $306K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +2.3% | 1,547 | $306K |
| Fortitude Advisory Group L.L.C. | 0.14% | Reduce -0.7% | 1,534 | $303K |
| Founders Financial Securities LLC | 0.02% | Reduce -6.5% | 1,462 | $302K |
| Focused Wealth Management, Inc | 0.03% | Add +12.1% | 1,525 | $301K |
| Challenger Wealth Management | 0.24% | Add +1.3% | 1,521 | $301K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 1,519 | $300K |
| Uptick Partners, LLC | 0.06% | Add +1.4% | 1,510 | $299K |
| Perennial Investment Advisors, LLC | 0.02% | Add +16.6% | 1,502 | $297K |
| Middleton & Co. Inc. | 0.03% | Reduce -11.8% | 1,500 | $297K |
| Forum Financial Management, LP | 0.00% | Reduce -3.7% | 1,498 | $296K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 1,487 | $294K |
| Northcape Wealth Management, LLC | 0.08% | Reduce -4.4% | 1,487 | $294K |
| Pure Financial Advisors, LLC | 0.00% | New | 1,485 | $294K |
| Courier Capital LLC | 0.02% | Reduce -0.4% | 1,481 | $293K |
| Ninepoint Partners LP | 0.03% | Reduce -57.9% | 1,466 | $290K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +12.8% | 1,463 | $289K |
| RFG Advisory, LLC | 0.01% | Add +9.6% | 1,453 | $287K |
| Capstone Wealth Management Group, LLC | 0.12% | Add +0.3% | 1,450 | $287K |
| Fairscale Capital, LLC | 0.20% | No change | 1,448 | $286K |
| Park National Corp. | 0.01% | Add +11.6% | 1,440 | $285K |
| One Degree Advisors Inc | 0.07% | No change | 1,438 | $284K |
| FourThought Financial Partners, LLC | 0.02% | Add +3.8% | 1,435 | $284K |
| Range Advisory, LLC | 0.05% | New | 1,432 | $283K |
| Argent Advisors, Inc. | 0.08% | Add +3.3% | 1,429 | $283K |
| Harmony Asset Management LLC | 0.09% | Add +4.1% | 1,424 | $282K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.2% | 1,413 | $281K |
| XML Financial, LLC | 0.02% | Reduce -14.2% | 1,417 | $280K |
| Vectors Research Management, LLC | 0.08% | Reduce -0.4% | 1,416 | $280K |
| Verdence Capital Advisors LLC | 0.02% | Add +2.0% | 1,413 | $279K |
| Hanson & Doremus Investment Management | 0.03% | Reduce -6.4% | 1,404 | $278K |
| Fisher Asset Management | 0.00% | Reduce -18.1% | 1,400 | $277K |
| Lafayette Investments, Inc. | 0.06% | Reduce -17.7% | 1,399 | $277K |
| MV Capital Management, Inc. | 0.03% | Add +1.1% | 1,399 | $277K |
| Jag Capital Management, LLC | 0.03% | Add +16.0% | 1,392 | $275K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -0.7% | 1,383 | $273K |
| Concorde Asset Management, LLC | 0.13% | Reduce -5.4% | 1,366 | $270K |
| Drucker Wealth 3.0, LLC | 0.05% | Add +1.8% | 1,359 | $269K |
| Aspire Private Capital, LLC | 0.06% | Add +0.1% | 1,358 | $269K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -5.6% | 1,352 | $267K |
| Aberdeen Wealth Management LLC | 0.12% | No change | 1,350 | $267K |
| Kathmere Capital Management, LLC | 0.02% | Add +17.9% | 1,349 | $267K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -5.8% | 1,347 | $266K |
| Cidel Asset Management Inc. | 0.01% | Add +14.3% | 1,336 | $264K |
| Quadrant Private Wealth Management, LLC | 0.04% | New | 1,336 | $264K |
| Capital CS Group, LLC | 0.54% | New | 1,330 | $263K |
| Private Management Group Inc. | 0.01% | No change | 1,330 | $263K |
| Bogart Wealth, LLC | 0.01% | Reduce -15.3% | 1,328 | $263K |
| Lanark Financial, Inc. | 0.02% | Add +31.4% | 1,318 | $261K |
| Allen Capital Group, LLC | 0.02% | Add +8.0% | 1,317 | $260K |
| Munich Reinsurance Co Stock Corp in Munich | 0.01% | Add +5.7% | 1,308 | $259K |
| Earned Wealth Advisors, LLC | 0.02% | Add +13.6% | 1,302 | $257K |
| Wharton Business Group, LLC | 0.01% | No change | 1,300 | $257K |
| Core Wealth Partners LLC | 0.12% | Add +0.3% | 1,288 | $255K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -7.3% | 1,288 | $255K |
| Trivium Point Advisory, LLC | 0.05% | New | 1,283 | $254K |
| Beacon Financial Group | 0.03% | Add +1.5% | 1,274 | $252K |
| Cornerstone Financial Management LLC | 0.23% | Reduce -0.1% | 1,273 | $252K |
| Wright Wealth LLC | 0.17% | No change | 1,273 | $252K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,273 | $252K |
| Financial Advisors Network, Inc. | 0.03% | New | 1,269 | $251K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Reduce -1.2% | 1,268 | $251K |
| Holderness Investments Co. | 0.05% | Add +2.4% | 1,267 | $250K |
| TrustBank | 0.10% | No change | 1,263 | $250K |
| Kanawha Capital Management LLC | 0.02% | Reduce -0.1% | 1,261 | $249K |
| Elite Life Management LLC | 0.31% | Add +2.9% | 1,161 | $249K |
| Centurion Wealth Management LLC | 0.06% | No change | 1,260 | $249K |
| Greykasell Wealth Strategies, Inc. | 0.10% | Add +7.1% | 1,257 | $249K |
| Asset One Wealth Management LLC | 0.03% | Reduce -4.6% | 1,204 | $248K |
| Kane Investment Management, Inc. | 0.13% | Reduce -16.3% | 1,252 | $248K |
| Clark Capital Management Group, Inc. | 0.00% | Add +10.1% | 1,250 | $247K |
| Compass Wealth Management, LLC | 0.11% | No change | 1,250 | $247K |
| Anchyra Partners LLC | 0.07% | Add +10.7% | 1,249 | $247K |
| Diversify Wealth Management, LLC | 0.00% | New | 1,164 | $247K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 1,248 | $247K |
| Old Port Advisors | 0.06% | Reduce -0.1% | 1,246 | $246K |
| Bingham Private Wealth, LLC | 0.19% | Add +4.8% | 1,242 | $246K |
| Stratos Investment Management, LLC | 0.01% | Add +12.9% | 1,235 | $244K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 1,235 | $244K |
| Key Financial Inc | 0.04% | No change | 1,231 | $243K |
| Financial Designs Corp | 0.13% | New | 1,224 | $242K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Add +16.9% | 1,223 | $242K |
| Lazard Asset Management LLC | 0.00% | Reduce -46.4% | 1,220 | $241K |
| FLC Capital Advisors | 0.04% | No change | 1,215 | $240K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,214 | $240K |
| Wedgewood Investors Inc. | 0.27% | New | 1,211 | $239K |
| Investment Advisory Services Inc. /TX | 0.08% | Reduce -12.3% | 1,210 | $239K |
| Mattern Wealth Management LLC | 0.05% | No change | 1,200 | $237K |
| DV Trading LLC | 0.02% | Add +19900.0% | 1,200 | $237K |
| Certified Advisory Corp | 0.02% | Add +8.8% | 1,199 | $237K |
| Advus Financial Partners, LLC | 0.06% | Add +8.8% | 1,198 | $237K |
| Empower Advisory Group, LLC | 0.00% | New | 1,194 | $236K |
| Ascentis Wealth Management, LLC | 0.05% | Add +29.2% | 1,190 | $235K |
| Parkway Wealth Management Group, LLC | 0.03% | Add +1.8% | 1,139 | $235K |
| Integrity Alliance, Llc. | 0.01% | Reduce -77.1% | 1,177 | $233K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.1% | 1,177 | $233K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 1,172 | $232K |
| Convergence Financial, LLC | 0.02% | New | 1,170 | $231K |
| Renaissance Group LLC | 0.01% | New | 1,169 | $231K |
| Insigneo Advisory Services, LLC | 0.02% | New | 1,162 | $230K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -84.4% | 1,172 | $229K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -20.8% | 1,156 | $229K |
| Tradition Wealth Management, LLC | 0.02% | Add +1.0% | 1,155 | $228K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 1,153 | $228K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 1,152 | $228K |
| Sterling Investment Advisors, Ltd. | 0.04% | Reduce -4.2% | 1,150 | $227K |
| Hilltop Wealth Advisors, LLC | 0.14% | Add +2.9% | 1,146 | $227K |
| Intellus Advisors LLC | 0.03% | Add +2.9% | 1,145 | $226K |
| Hexagon Capital Partners LLC | 0.03% | New | 1,144 | $226K |
| Ewa, LLC | 0.05% | New | 1,141 | $225K |
| Aviso Wealth Management | 0.10% | New | 1,139 | $225K |
| Warwick Investment Management, Inc. | 0.03% | Reduce -63.9% | 1,138 | $225K |
| Owl Creek Wealth Partners LLC | 0.08% | — | 1,131 | $224K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.5% | 1,131 | $224K |
| Relyea Zuckerberg Hanson LLC | 0.02% | New | 1,128 | $223K |
| Tritonpoint Wealth, LLC | 0.02% | Add +4.1% | 1,127 | $223K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 1,120 | $221K |
| Hancock Whitney Corp. | 0.00% | New | 1,063 | $221K |
| Martingale Asset Management L P | 0.01% | New | 1,108 | $219K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.0% | 1,106 | $219K |
| Commerce Advisors, LLC | 0.18% | — | 1,105 | $219K |
| Arcadia Investment Management Corp. | 0.04% | No change | 1,103 | $218K |
| Successful Portfolios LLC | 0.12% | No change | 1,113 | $218K |
| WASHINGTON TRUST Co | 0.01% | Reduce -33.1% | 1,100 | $217K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,099 | $217K |
| Sivia Capital Partners, LLC | 0.04% | Reduce -51.5% | 1,099 | $217K |
| Samalin Investment Counsel, LLC | 0.08% | Reduce -8.5% | 1,098 | $217K |
| Scotia Capital Inc. | 0.00% | Reduce -11.9% | 1,097 | $217K |
| Choate Investment Advisors | 0.00% | New | 1,094 | $216K |
| Carter Financial Group, INC. | 0.13% | New | 1,089 | $215K |
| Abacus Planning Group, Inc. | 0.03% | Reduce -1.0% | 1,086 | $215K |
| First National Trust Co | 0.01% | Reduce -0.5% | 1,086 | $215K |
| Curi Capital, LLC | 0.00% | New | 1,085 | $214K |
| Greenwich Wealth Management LLC | 0.01% | No change | 1,081 | $214K |
| Moneco Advisors, LLC | 0.02% | New | 1,082 | $214K |
| West Michigan Advisors, LLC | 0.05% | Reduce -7.1% | 1,079 | $213K |
| Westfuller Advisors, LLC | 0.09% | Add +1.8% | 1,071 | $212K |
| City State Bank | 0.05% | Add +0.3% | 1,061 | $210K |
| Birch Financial Group, LLC | 0.12% | Reduce -4.8% | 1,060 | $210K |
| 111 Capital | 0.05% | Reduce -19.9% | 1,055 | $209K |
| VestGen Investment Management | 0.11% | New | 1,051 | $208K |
| Fourpath Capital Management, LLC | 0.03% | New | 1,050 | $208K |
| GSG Advisors LLC | 0.05% | New | 1,046 | $207K |
| Intrua Financial, LLC | 0.02% | New | 1,041 | $206K |
| Phocas Financial Corp. | 0.03% | New | 1,039 | $205K |
| Zacks Investment Management | 0.00% | New | 1,038 | $205K |
| Norris Perne & French LLP | 0.01% | New | 1,035 | $205K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -2.9% | 1,033 | $204K |
| Carmel Capital Partners, LLC | 0.07% | New | 1,031 | $204K |
| CacheTech Inc. | 0.04% | New | 1,031 | $204K |
| Emprise Bank | 0.08% | New | 1,030 | $204K |
| Widmann Financial Services, Inc. | 0.12% | New | 1,029 | $203K |
| Douglas Lane & Associates, LLC | 0.00% | New | 1,026 | $203K |
| Diversified Portfolios, Inc. | 0.02% | New | 1,026 | $203K |
| Seven Springs Wealth Group, LLC | 0.05% | New | 1,024 | $202K |
| North Star Investment Management Corp. | 0.01% | Add +6.2% | 1,021 | $202K |
| Winthrop Advisory Group LLC | 0.02% | New | 1,020 | $202K |
| Fielder Capital Group LLC | 0.04% | New | 1,018 | $201K |
| Virtue Capital Management, LLC | 0.03% | New | 1,030 | $201K |
| Blueshift Asset Management, LLC | 0.06% | New | 1,017 | $201K |
| Crusonia Wealth Advisors LLC | 0.04% | New | 1,017 | $201K |
| 3Chopt Investment Partners, LLC | 0.05% | New | 1,016 | $201K |
| Armor Investment Advisors, LLC | 0.07% | New | 1,013 | $200K |
| BCS Private Wealth Management, Inc. | 0.06% | New | 1,013 | $200K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -38.3% | 1,012 | $200K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -17.9% | 988 | $195K |
| Bollard Group LLC | 0.01% | Add +0.3% | 982 | $194K |
| Motco | 0.02% | Reduce -43.8% | 964 | $191K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Reduce -6.8% | 960 | $190K |
| Guinness Asset Management LTD | 0.00% | New | 957 | $189K |
| Manchester Capital Management LLC | 0.03% | Add +64.3% | 925 | $183K |
| Ameriflex Group, Inc. | 0.09% | Reduce -0.1% | 924 | $183K |
| Central Pacific Bank - Trust Division | 0.02% | Add +466.3% | 906 | $179K |
| Versant Capital Management, Inc | 0.02% | Add +133.2% | 900 | $178K |
| Sit Investment Associates Inc. | 0.00% | No change | 885 | $175K |
| Cary Street Partners Financial LLC | 0.00% | Add +1.4% | 885 | $175K |
| Clearstead Trust, LLC | 0.03% | No change | 871 | $172K |
| Global X Japan Co., Ltd. | 0.01% | Add +26.7% | 864 | $171K |
| Rosenberg Matthew Hamilton | 0.03% | Add +72.7% | 848 | $168K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +2.6% | 839 | $166K |
| WPG Advisers, LLC | 0.12% | Add +29.7% | 834 | $165K |
| Oslo Pensjonsforsikring AS | 0.03% | — | 833 | $165K |
| Vanguard National Trust Co | 0.01% | — | 828 | $164K |
| HM Payson & Co. | 0.00% | Reduce -2.3% | 811 | $160K |
| First United Bank & Trust | 0.05% | No change | 800 | $158K |
| CVA Family Office, LLC | 0.02% | Add +0.3% | 795 | $157K |
| Barnes Dennig Private Wealth Management LLC | 0.15% | Add +0.3% | 791 | $156K |
| GHP Investment Advisors, Inc. | 0.01% | Add +0.1% | 776 | $153K |
| WestEnd Advisors, LLC | 0.00% | Reduce -99.4% | 767 | $152K |
| Means Investment Co., Inc. | 0.01% | New | 741 | $147K |
| Centennial Bank | 0.05% | No change | 740 | $146K |
| HHM Wealth Advisors, LLC | 0.02% | Add +3.1% | 722 | $143K |
| CDKV Holdings LLC | 0.12% | No change | 708 | $140K |
| Essential Partners LLC | 0.05% | Add +3.8% | 707 | $140K |
| Deseret Mutual Benefit Administrators | 0.05% | Add +78.7% | 704 | $139K |
| Opal Wealth Advisors, LLC | 0.03% | New | 704 | $139K |
| Elequin Capital, LP | 0.04% | Add +44.4% | 702 | $139K |
| Webster Bank, N. A. | 0.01% | No change | 700 | $138K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 698 | $138K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.1% | 664 | $131K |
| Wiser Advisor Group LLC | 0.16% | Add +0.3% | 659 | $130K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 658 | $130K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -18.8% | 650 | $129K |
| Colonial Trust Co / SC | 0.02% | Reduce -31.9% | 639 | $126K |
| Eastern Bank | 0.00% | Reduce -0.2% | 630 | $125K |
| Certuity, LLC | 0.01% | Reduce -59.8% | 606 | $120K |
| Orion Capital Management LLC | 0.04% | Add +3.1% | 606 | $120K |
| Creative Financial Designs Inc. | 0.01% | Add +1.0% | 589 | $116K |
| MCF Advisors LLC | 0.01% | Add +3.4% | 581 | $115K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 574 | $113K |
| Wall Street Financial Group, Inc. | 0.07% | New | 564 | $112K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -6.1% | 556 | $110K |
| Flagship Wealth Advisors, LLC | 0.05% | Add +2.1% | 715 | $110K |
| Bank & Trust Co | 0.07% | No change | 550 | $109K |
| Capula Management Ltd | 0.00% | New | 549 | $109K |
| Ares Financial Consulting, LLC | 0.09% | Add +339.5% | 545 | $108K |
| Wellington-Altus USA Inc. | 0.06% | Add +405.4% | 465 | $106K |
| Valley National Advisers Inc. | 0.01% | Add +3.1% | 528 | $104K |
| Stelac Advisory Services LLC | 0.02% | New | 517 | $102K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -5.9% | 475 | $94K |
| Independence Bank of Kentucky | 0.01% | Reduce -5.0% | 471 | $93K |
| Indiana Trust & Investment Management Co | 0.03% | New | 450 | $89K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 450 | $89K |
| Franchise GP Ltd | 0.03% | No change | 449 | $89K |
| GW&K Investment Management, LLC | 0.00% | Add +13.5% | 445 | $88K |
| Tiaa Trust, National Association | 0.01% | Reduce -99.2% | 443 | $88K |
| Burk Holdings LLC | 0.04% | New | 439 | $87K |
| Salomon & Ludwin, LLC | 0.01% | No change | 419 | $85K |
| Rossby Financial, LCC | 0.02% | Add +270.5% | 415 | $83K |
| Avalon Trust Co | 0.01% | No change | 412 | $81K |
| Richardson Financial Services Inc. | 0.05% | Add +56.0% | 401 | $79K |
| Riverview Trust Co | 0.10% | No change | 400 | $79K |
| Mechanics Financial Corp | 0.03% | No change | 400 | $79K |
| Intentional Wealth Strategies, LLC | 0.07% | — | 395 | $78K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -0.8% | 392 | $78K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -0.8% | 383 | $76K |
| Covestor Ltd | 0.05% | Reduce -47.7% | 372 | $74K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -19.5% | 371 | $73K |
| First Command Advisory Services, Inc. | 0.00% | Add +66.4% | 371 | $73K |
| Copia Wealth Management | 0.05% | Add +10.8% | 369 | $73K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 366 | $72K |
| Caldwell Trust Co | 0.01% | No change | 361 | $71K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +8.8% | 357 | $71K |
| Anchor Investment Management, LLC | 0.01% | Add +0.3% | 351 | $69K |
| Silvant Capital Management LLC | 0.00% | No change | 348 | $69K |
| Prosperity Bancshares Inc | 0.05% | No change | 343 | $68K |
| Cornerstone Planning Group LLC | 0.01% | Add +30.4% | 317 | $68K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 340 | $67K |
| Piscataqua Savings Bank | 0.05% | No change | 338 | $67K |
| Destiny Wealth Partners, LLC | 0.01% | New | 335 | $66K |
| Loomis Sayles & Co. L P | 0.00% | Add +469.0% | 330 | $65K |
| West Financial Advisors, LLC | 0.01% | No change | 320 | $63K |
| JPL Wealth Management, LLC | 0.01% | New | 313 | $62K |
| Asset Dedication, LLC | 0.00% | Reduce -23.5% | 310 | $61K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Add +69.4% | 310 | $61K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +29.3% | 309 | $61K |
| Collier Financial | 0.05% | Add +0.7% | 304 | $60K |
| Dynamic Wealth Strategies, LLC | 0.03% | New | 303 | $60K |
| Hilton Head Capital Partners, LLC | 0.03% | Reduce -9.8% | 302 | $60K |
| IAG Wealth Partners, LLC | 0.01% | No change | 300 | $59K |
| Fortitude Family Office, LLC | 0.01% | No change | 292 | $58K |
| True Wealth Design, LLC | 0.02% | Add +10.7% | 291 | $58K |
| Kemnay Advisory Services Inc. | 0.01% | Add +2.5% | 281 | $56K |
| Entrust Financial LLC | 0.04% | No change | 280 | $55K |
| Global Assets Advisory, LLC | 0.02% | New | 270 | $53K |
| Manitou Investment Management Ltd. | 0.01% | No change | 270 | $53K |
| Southern Michigan Bank & Trust | 0.02% | — | 265 | $52K |
| Signature Equity Partners, LLC | 0.03% | Add +71.9% | 263 | $52K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +311.3% | 255 | $50K |
| Evolution Wealth Management Inc. | 0.04% | New | 254 | $50K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 248 | $49K |
| Kingdom Financial Group LLC. | 0.01% | New | 248 | $49K |
| Sunbelt Securities, Inc. | 0.00% | No change | 244 | $48K |
| Grove Bank & Trust | 0.01% | Add +11.6% | 240 | $47K |
| Salem Investment Counselors Inc. | 0.00% | New | 231 | $46K |
| Dunhill Financial, LLC | 0.01% | Add +3.1% | 230 | $46K |
| Truvestments Capital LLC | 0.01% | Reduce -9.6% | 226 | $45K |
| Financial Perspectives, Inc | 0.01% | Reduce -3.5% | 223 | $44K |
| Gill Capital Partners, LLC | 0.01% | New | 220 | $43K |
| Root Financial Partners, LLC | 0.00% | Add +43.7% | 217 | $43K |
| Hollencrest Capital Management | 0.00% | No change | 215 | $43K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 212 | $42K |
| Morse Asset Management, Inc | 0.01% | No change | 211 | $42K |
| NFSG Corp | 0.01% | No change | 210 | $42K |
| Hughes Financial Services, LLC | 0.01% | Add +2.0% | 207 | $41K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 207 | $41K |
| JNBA Financial Advisors | 0.00% | Reduce -2.4% | 200 | $40K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | No change | 200 | $40K |
| Global Trust Asset Management, LLC | 0.02% | No change | 200 | $40K |
| Nemes Rush Group LLC | 0.00% | Add +19.1% | 200 | $40K |
| Roxbury Financial LLC | 0.03% | No change | 196 | $39K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 182 | $38K |
| Frazier Financial Advisors, LLC | 0.02% | Add +472.7% | 189 | $37K |
| Broadwater Capital Management LLC | 0.03% | No change | 200 | $37K |
| Albion Financial Group | 0.00% | Add +25.7% | 186 | $37K |
| Financial Consulate, Inc. | 0.00% | Add +2.8% | 186 | $37K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 184 | $36K |
| McIlrath & Eck, LLC | 0.00% | No change | 184 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +28.2% | 182 | $36K |
| Bank of New Hampshire | 0.01% | No change | 182 | $36K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -5.4% | 176 | $35K |
| Marquette Asset Management, LLC | 0.01% | Add +15.0% | 176 | $35K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.6% | 173 | $34K |
| Sittner & Nelson, LLC | 0.01% | No change | 171 | $34K |
| NBT Bank, N.A. | 0.00% | Reduce -31.9% | 162 | $32K |
| Raffa Wealth Management, LLC | 0.01% | Add +51.9% | 161 | $32K |
| Swiss Re Ltd. | 0.19% | No change | 155 | $31K |
| Park Place Capital Corp | 0.01% | No change | 152 | $30K |
| Wealth Preservation Advisors, LLC | 0.02% | Reduce -17.1% | 150 | $30K |
| Scarborough Advisors, LLC | 0.00% | No change | 148 | $29K |
| Solstein Capital, LLC | 0.01% | No change | 148 | $29K |
| Highline Wealth Partners LLC | 0.01% | Reduce -5.2% | 147 | $29K |
| Burkett Financial Services, LLC | 0.01% | Add +0.7% | 147 | $29K |
| Avion Wealth | 0.01% | Add +10.4% | 148 | $29K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 143 | $28K |
| Hager Investment Management Services, LLC | 0.02% | No change | 142 | $28K |
| High Note Wealth, LLC | 0.01% | Add +5.2% | 141 | $28K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Add +21.9% | 139 | $27K |
| Sound Income Strategies, LLC | 0.00% | Add +124.6% | 137 | $27K |
| IMA Advisory Services, Inc. | 0.00% | Add +2.2% | 138 | $27K |
| Evermay Wealth Management LLC | 0.00% | No change | 137 | $27K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 136 | $27K |
| Sachetta, LLC | 0.01% | Add +29.1% | 133 | $26K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +13.4% | 135 | $26K |
| S&T Bank | 0.01% | Add +622.2% | 130 | $26K |
| Financial Network Wealth Advisors LLC | 0.03% | Reduce -10.6% | 127 | $25K |
| Sfam, LLC | 0.02% | No change | 125 | $25K |
| Leonteq Securities AG | 0.00% | Add +92.3% | 125 | $25K |
| Kilter Group LLC | 0.01% | Add +29.4% | 119 | $24K |
| Smithfield Trust Co | 0.00% | No change | 121 | $23K |
| Joseph Group Capital Management | 0.01% | Add +27.5% | 116 | $23K |
| SHP Wealth Management | 0.00% | Add +66.7% | 115 | $23K |
| Summit Securities Group LLC | 0.01% | Reduce -88.7% | 115 | $23K |
| Coston, McIsaac & Partners | 0.01% | No change | 115 | $22K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -93.7% | 111 | $22K |
| Vision Financial Markets LLC | 0.02% | No change | 111 | $22K |
| J.Safra Asset Management Corp | 0.00% | No change | 110 | $22K |
| Abound Wealth Management | 0.00% | Add +6.9% | 109 | $22K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $21K |
| Wolff Wiese Magana LLC | 0.01% | No change | 105 | $21K |
| Robinswood Financial LLC | 0.01% | Add +1.0% | 102 | $20K |
| Sunrise Financial Services, LLC | 0.01% | No change | 100 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 100 | $20K |
| Perkins Coie Trust Co | 0.00% | No change | 100 | $20K |
| Kentucky Trust Co | 0.01% | No change | 97 | $19K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -3.0% | 97 | $19K |
| Winch Advisory Services, LLC | 0.00% | No change | 95 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +53.7% | 83 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +163.6% | 87 | $17K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 85 | $17K |
| Citizens National Bank Trust Department | 0.00% | No change | 83 | $16K |
| Red Tortoise LLC | 0.01% | No change | 81 | $16K |
| Reyes Financial Architecture, Inc. | 0.01% | Reduce -22.8% | 78 | $15K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | Add +1825.0% | 77 | $15K |
| Heritage Wealth Advisors | 0.00% | Add +48.1% | 77 | $15K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 75 | $15K |
| REAP Financial Group, LLC | 0.00% | New | 75 | $15K |
| Arlington Trust Co LLC | 0.00% | Add +53.1% | 75 | $15K |
| Bare Financial Services, Inc | 0.00% | Add +29.8% | 74 | $15K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 73 | $14K |
| EFG International AG | 0.00% | New | 66 | $13K |
| Aspect Partners, LLC | 0.01% | Add +1.6% | 65 | $13K |
| Guinness Atkinson Asset Management Inc | 0.01% | New | 60 | $12K |
| Birchbrook, Inc. | 0.01% | Reduce -26.3% | 59 | $12K |
| Crewe Advisors LLC | 0.00% | Add +292.9% | 55 | $11K |
| Addison Advisors LLC | 0.00% | Add +68.8% | 54 | $11K |
| SouthState Bank Corp | 0.00% | Reduce -36.5% | 54 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 54 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 10,376 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 51 | $10K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 50 | $10K |
| PFS Partners, LLC | 0.00% | Add +2.1% | 49 | $10K |
| Johnson Financial Group, Inc. | 0.00% | No change | 47 | $9K |
| Principia Wealth Advisory, LLC | 0.01% | Add +25.0% | 45 | $9K |
| Operose Advisors LLC | 0.00% | New | 44 | $9K |
| Clark Wealth Partners | 0.01% | Add +26.5% | 43 | $9K |
| RHL Group, LLC | 0.01% | No change | 42 | $8K |
| Strategic Advocates LLC | 0.04% | No change | 41 | $8K |
| Horizon Financial Services, LLC | 0.00% | Add +141.2% | 41 | $8K |
| HighMark Wealth Management LLC | 0.00% | Reduce -22.6% | 41 | $8K |
| Triumph Capital Management | 0.00% | Add +105.0% | 41 | $8K |
| Activest Wealth Management | 0.00% | New | 41 | $8K |
| Centerpoint Advisors, LLC | 0.00% | No change | 42 | $8K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 39 | $8K |
| Clayton Financial Group LLC | 0.00% | No change | 35 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Add +54.5% | 34 | $7K |
| Stance Capital LLC | 0.00% | New | 33 | $7K |
| Lodestone Wealth Management 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 |
| WealthCollab, LLC | 0.00% | No change | 29 | $6K |
| IMG Wealth Management, Inc. | 0.00% | Reduce -12.5% | 28 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | Add +64.7% | 28 | $6K |
| American Capital Advisory, LLC | 0.00% | Add +44.4% | 26 | $5K |
| Crews Bank & Trust | 0.00% | No change | 26 | $5K |
| Portus Wealth Advisors, LLC | 0.00% | New | 25 | $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 | $5K |
| Nvwm, LLC | 0.00% | Add +43.8% | 23 | $5K |
| Y.D. More Investments Ltd | 0.00% | Reduce -69.9% | 22 | $4K |
| Richardson Capital Management LLC | 0.00% | New | 21 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -91.2% | 19 | $4K |
| Quaker Wealth Management, LLC | 0.00% | Add +20.0% | 18 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +38.5% | 18 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 18 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 17 | $3K |
| MidFirst Bank | 0.00% | New | 16 | $3K |
| Redwood Park Advisors LLC | 0.00% | No change | 15 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 15 | $3K |
| RMG Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 14 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 14 | $3K |
| Washington Trust Advisors, Inc. | 0.00% | New | 14 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 12 | $2K |
| Clean Yield Group | 0.00% | No change | 11 | $2K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 10 | $2K |
| JDM Financial Group LLC | 0.00% | No change | 10 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 10 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 9 | $2K |
| 1015 Capital Partners, LLC | 0.00% | No change | 9 | $2K |
| TopTier Wealth Management, LLC | 0.00% | New | 9 | $2K |
| United Community Bank | 0.00% | No change | 9 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +50.0% | 9 | $2K |
| Basepoint Wealth LLC | 0.00% | No change | 8 | $2K |
| Silicon Valley Capital Partners | 0.00% | New | 8 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 8 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | Add +16.7% | 7 | $1K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -36.4% | 7 | $1K |
| Davis Capital Management | 0.00% | No change | 6 | $1K |
| Tidemark, LLC | 0.00% | New | 6 | $1K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -93.3% | 5 | $989 |
| Vision Retirement, LLC | 0.00% | New | 5 | $989 |
| Stone House Investment Management, LLC | 0.00% | No change | 5 | $989 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 5 | $989 |
| Trust Co | 0.00% | No change | 4 | $791 |
| USA Financial Formulas | 0.00% | Reduce -99.9% | 4 | $791 |
| Breakwater Investment Management | 0.00% | No change | 3 | $594 |
| Pittenger & Anderson Inc. | 0.00% | New | 3 | $594 |
| My Portfolio Guide, LLC | 0.00% | — | 3 | $593 |
| 3 Factor Indexing, LLC | 0.00% | — | 2 | $396 |
| Napier Financial, LLC | 0.00% | New | 2 | $395 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 1 | $198 |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 1 | $198 |
| Meeder Asset Management Inc. | 0.00% | No change | 1 | $198 |
| Toth Financial Advisory Corp. | 0.00% | No change | 1 | $198 |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.