WelltowerWELL

13F holders, Q2 2026 (June 30)
1,600holders +105
184new positions
79sold out
8famous investors
$226.82avg. 13F price*

At the end of Q2 2026, 1,600 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 105 from Q1 2026. 184 opened new positions and 79 sold out. The largest holders were BlackRock, Inc. ($17.7B), Vanguard Capital Management LLC ($10.5B) and Vanguard Portfolio Management LLC ($9.9B). 8 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Welltower Inc.
Sector
Real Estate
CUSIP
95040Q104
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions184$210.2M
Exits79$272.5M

All 13F filers, Q1 2026 → Q2 2026: 38,524,572 shares bought and 22,919,264 shares sold, net +15,605,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,600 holders

BlackRock, Inc. 0.26% Add +5.5% 78,049,214 $17.7B
Vanguard Capital Management LLC 0.22% Add +1.7% 46,118,974 $10.5B
Vanguard Portfolio Management LLC 0.44% Add +3.8% 43,449,568 $9.9B
State Street Corp. 0.28% Add +1.4% 42,138,810 $9.6B
Capital International Investors 1.87% Add +10.3% 39,500,055 $9.0B
Cohen & Steers, Inc. 13.23% Add +2.7% 36,821,274 $8.4B
Capital World Investors 0.54% Add +57.4% 20,028,842 $4.5B
Bank of America Corp. 0.29% Reduce -10.4% 19,496,361 $4.4B
FMR LLC 0.19% Reduce -12.3% 19,451,466 $4.4B
T. Rowe Price Associates Inc. 0.42% Add +7.4% 18,490,213 $4.2B
Norges Bank 0.41% — 18,146,984 $4.1B
Geode Capital Management, LLC 0.21% Reduce -0.5% 17,685,516 $4.0B
Wellington Management Group LLP 0.59% Reduce -10.4% 15,179,324 $3.4B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.91% Add +21.2% 10,624,243 $2.4B
Principal Financial Group Inc. 1.09% Add +2.2% 9,814,621 $2.2B
Morgan Stanley 0.12% Add +7.9% 9,762,078 $2.2B
Charles Schwab Investment Management Inc. 0.28% Add +6.4% 9,394,281 $2.1B
Northern Trust Corp. 0.25% Add +3.3% 9,292,543 $2.1B
JPMorgan Chase & Co. 0.11% Reduce -0.9% 8,588,951 $2.0B
Dimensional Fund Advisors LP 0.35% Add +1.6% 8,479,319 $1.9B
Goldman Sachs Group Inc. 0.19% Add +20.8% 8,135,502 $1.8B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.33% Reduce -2.7% 7,948,735 $1.8B
Legal & General Group Plc 0.33% Reduce -2.7% 7,046,531 $1.6B
Capital Research Global Investors 0.22% Add +5.4% 6,889,084 $1.6B
Invesco Ltd. 0.12% Reduce -1.0% 6,569,461 $1.5B
Centersquare Investment Management LLC 10.93% Add +7.6% 5,640,625 $1.3B
Amundi 0.29% Add +60.3% 5,339,664 $1.2B
Deutsche Bank AG 0.33% Reduce -3.3% 4,975,818 $1.1B
Nuveen, LLC 0.25% Reduce -16.9% 4,521,315 $1.0B
Daiwa Securities Group Inc. 2.10% Reduce -4.8% 4,076,713 $925.3M
Bank of New York Mellon Corp 0.15% Add +2.0% 4,050,681 $919.4M
Vanguard Fiduciary Trust Co. 0.20% Add +0.9% 3,964,041 $899.7M
Ameriprise Financial Inc. 0.16% Reduce -0.0% 3,558,695 $798.2M
Resolution Capital Ltd 14.10% Reduce -6.3% 3,377,659 $766.6M
WCM Investment Management, LLC 1.38% Add +2.8% 3,346,803 $762.2M
HSBC Holdings PLC 0.36% Add +2.8% 3,321,976 $754.8M
Sumitomo Mitsui Trust Group, Inc. 0.41% Reduce -0.8% 3,150,763 $715.1M
Prudential Financial Inc. 0.75% Reduce -0.1% 3,031,698 $688.1M
Duff & Phelps Investment Management Co. 6.48% Add +14.9% 3,024,718 $686.5M
Russell Investments Group, Ltd. 0.57% Reduce -0.6% 2,853,498 $647.7M
CBRE Investment Management Listed Real Assets LLC 9.01% Reduce -5.4% 2,843,632 $645.4M
Sei Investments Co. 0.52% Reduce -3.3% 2,571,718 $583.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.29% Add +9.2% 2,334,400 $529.8M
Canada Pension Plan Investment Board 0.29% Add +14.8% 2,328,059 $528.4M
Nordea Investment Management AB 0.39% Add +3.4% 2,099,648 $479.7M
National Pension Service 0.29% Add +3.2% 2,015,067 $457.4M
Swiss National Bank 0.24% Reduce -1.4% 1,987,000 $451.0M
Aberdeen Group plc 0.56% Add +4.5% 1,760,904 $399.7M
APG Asset Management US Inc. 2.73% No change 1,692,393 $389.6M
CANADA LIFE ASSURANCE Co 0.59% Add +7.0% 1,639,804 $371.6M
UBS Group AG 0.06% Reduce -35.2% 1,596,229 $362.3M
Wells Fargo & Company 0.06% Add +6.5% 1,557,561 $353.5M
California Public Employees Retirement System 0.20% Add +9.3% 1,551,984 $352.3M
Vanguard Global Advisers, LLC 0.16% Reduce -0.2% 1,522,908 $345.7M
Alliancebernstein L.P. 0.11% Reduce -15.1% 1,728,289 $341.7M
Schroder Investment Management Group 0.23% Reduce -4.6% 1,458,637 $331.1M
American Century Companies Inc. 0.15% Add +9.8% 1,458,544 $331.0M
Nomura Asset Management Co. Ltd. 0.69% Add +4.6% 1,428,896 $324.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.21% Add +14.4% 1,371,696 $311.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.59% Add +19.6% 1,345,712 $305.4M
Asset Management One Co., Ltd. 0.77% Add +2.0% 1,326,391 $301.1M
Voya Investment Management LLC 0.29% Reduce -3.5% 1,301,160 $294.6M
Citigroup Inc. 0.14% Reduce -5.1% 1,296,947 $294.4M
Rhumbline Advisers 0.22% Add +1.2% 1,277,189 $289.9M
Lasalle Investment Management Securities LLC 10.22% Add +4.4% 1,265,520 $287.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.44% Add +6.2% 1,249,469 $283.2M
Baron Capital (BAMCO) 0.42% Reduce -8.4% 1,232,060 $279.6M
Alphinity Investment Management Pty Ltd 4.60% Add +8.5% 1,218,448 $276.6M
Aew Capital Management L P 15.65% Add +8.5% 1,153,905 $261.9M
Royal Bank of Canada 0.04% Add +29.9% 1,139,710 $258.7M
BNP Paribas Financial Markets 0.14% Reduce -2.3% 1,137,353 $258.1M
Zimmer Partners, LP 6.03% Add +0.5% 1,123,925 $255.1M
Public Employees Retirement System of Ohio 0.72% Add +0.7% 1,075,665 $244.1M
California State Teachers Retirement System 0.22% Add +3.9% 1,075,391 $244.1M
Cardano Risk Management B.V. 1.87% Add +7.3% 1,069,814 $242.8M
KBC Group NV 0.51% Reduce -2.7% 1,037,439 $235.5M
Barclays PLC 0.07% Reduce -39.8% 1,020,253 $231.6M
Castle Hook Partners LP 2.45% Reduce -15.4% 1,007,754 $228.7M
Adelante Capital Management LLC 14.51% Reduce -5.5% 972,469 $220.7M
Holocene Advisors, LP 0.50% Add +115.9% 958,107 $217.5M
Pictet Asset Management Holding SA 0.21% Add +8.5% 945,445 $214.6M
Capital International, Inc. 1.51% Add +14.8% 944,190 $214.3M
FIL Ltd 0.15% Add +39.1% 942,527 $213.9M
Raymond James Financial Inc. 0.06% Add +4.6% 934,992 $212.2M
D. E. Shaw & Co. 0.14% Reduce -55.3% 928,983 $210.9M
Envestnet Asset Management Inc. 0.05% Add +9.4% 916,367 $208.0M
Heitman Real Estate Securities LLC 13.34% Add +12.3% 915,721 $207.8M
TD Asset Management Inc 0.18% Reduce -5.8% 897,789 $203.8M
Korea Investment CORP 0.39% Add +10.7% 895,149 $203.2M
Jupiter Topco LLC 0.08% — 874,893 $198.5M
Natixis Advisors, LLC 0.22% Add +3.1% 869,887 $197.4M
STRS Ohio 0.72% Add +16.3% 843,315 $191.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.19% Reduce -25.3% 836,080 $189.8M
Nomura Asset Management International Inc. 0.29% Add +3.0% 835,093 $189.5M
Vanguard Investments Australia, Ltd. 0.47% Add +3.5% 828,408 $188.0M
Storebrand Asset Management As 0.44% Add +0.6% 790,981 $179.5M
New York State Common Retirement Fund 0.22% Reduce -0.7% 784,897 $178.1M
Allianz Asset Management GmbH 0.16% Reduce -0.8% 742,978 $168.6M
Congress Asset Management Co. 1.01% Reduce -3.8% 721,601 $163.8M
Macquarie Group Ltd. 0.69% Add +3.9% 703,258 $159.6M
1832 Asset Management L.P. 0.17% Reduce -5.4% 621,372 $141.0M
TCW Group Inc. 0.94% Add +8.1% 617,510 $140.2M
Aviva PLC 0.21% Add +8.7% 616,109 $139.8M
Bank of Montreal 0.05% Add +3.9% 615,146 $139.6M
CI Investments Inc. 0.44% Add +189.1% 609,636 $138.4M
Neuberger Berman Group LLC 0.09% Reduce -9.0% 591,550 $134.3M
Adage Capital Partners Gp, L.L.C. 0.19% Reduce -5.7% 589,606 $133.8M
State Board of Administration of Florida Retirement System 0.22% Reduce -1.3% 587,165 $133.3M
Swedbank AB 0.11% Reduce -7.4% 586,668 $133.2M
Mitsubishi UFJ Trust & Banking Corp 0.28% Add +10.5% 567,762 $128.9M
Citadel Advisors 0.07% Reduce -65.9% 561,228 $127.4M
Jones Financial Companies LLLP 0.05% Add +9.4% 557,265 $126.7M
Millennium Management 0.09% Add +32.8% 549,529 $124.7M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Reduce -40.7% 547,733 $124.3M
Retirement Systems of Alabama 0.37% Add +0.0% 537,415 $122.0M
State of New Jersey Common Pension Fund D 0.40% Reduce -1.2% 519,093 $117.8M
New York State Teachers Retirement System 0.21% Reduce -2.5% 510,390 $115.8M
Van Eck Associates Corp. 0.07% Add +6.3% 501,172 $113.8M
Marshall Wace, LLP 0.09% Reduce -27.3% 491,600 $111.6M
Fred Alger Management, LLC 0.37% Reduce -9.1% 485,020 $110.1M
LPL Financial LLC 0.02% Add +6.5% 480,491 $109.1M
Franklin Resources Inc. 0.02% Reduce -1.1% 474,996 $107.8M
APG Asset Management N.V. 0.26% Add +36.8% 542,390 $107.7M
AQR Capital Management 0.04% Add +8.6% 467,445 $105.9M
First Trust Advisors LP 0.06% Add +4.9% 453,161 $102.9M
PGGM Investments 2.51% Reduce -74.3% 449,807 $102.1M
Resona Asset Management Co.,Ltd. 0.47% Add +0.5% 437,988 $99.7M
State of Alaska, Department of Revenue 0.95% Add +1.1% 421,983 $95.8M
Danske Bank A/S 0.19% Add +0.8% 417,137 $94.7M
Balyasny Asset Management L.P. 0.18% Reduce -12.9% 414,420 $94.1M
Zurich Insurance Group Ltd 0.64% Add +204.4% 407,737 $92.5M
Manufacturers Life Insurance Company, The 0.07% Reduce -4.2% 403,898 $91.7M
Erste Asset Management GmbH 0.69% Reduce -7.8% 387,949 $88.3M
Credit Agricole S A 0.22% Add +9.6% 386,869 $87.8M
Primecap Management Co. 0.05% Add +0.3% 385,509 $87.5M
State of Wisconsin Investment Board 0.17% Add +1.9% 375,940 $85.3M
Natixis 0.40% Add +15.9% 368,550 $83.6M
Hazelview Securities Inc. 11.53% Add +12.6% 352,513 $83.2M
Handelsbanken Fonder AB 0.23% Add +11.5% 353,123 $80.1M
Capital International Sarl 1.11% Add +43.7% 343,613 $78.0M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -0.8% 343,188 $77.9M
Royal London Asset Management Ltd. 0.14% Add +0.8% 342,189 $77.7M
Stifel Financial Corp. 0.06% Add +13.9% 336,691 $76.4M
Victory Capital Management Inc. 0.04% Reduce -3.7% 331,229 $75.2M
Ensign Peak Advisors, Inc 0.12% Add +6.6% 329,234 $74.7M
DekaBank Deutsche Girozentrale 0.13% No change 382,262 $74.4M
Mediolanum International Funds Ltd 0.63% Add +59.1% 324,118 $73.8M
Nykredit A/S 0.28% — 324,783 $73.7M
KLP Kapitalforvaltning As 0.24% Add +6.9% 324,146 $73.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.35% Add +31.2% 321,820 $73.0M
UniSuper Management Pty Ltd 0.38% Reduce -5.1% 321,159 $72.9M
Toronto Dominion Bank 0.12% Add +4.1% 317,845 $72.1M
SG Americas Securities, LLC 0.04% Reduce -72.4% 310,350 $70.4M
Robeco Institutional Asset Management B.V. 0.09% Add +5.1% 308,331 $70.0M
Tredje AP-fonden 0.31% Add +43.6% 302,803 $68.7M
Bowen Hanes & Co. Inc. 1.67% No change 345,956 $68.4M
Treasurer of the State of North Carolina 0.18% Add +2.3% 301,179 $68.4M
Candriam S.C.A. 0.31% Reduce -1.3% 300,046 $68.0M
Tidal Investments LLC 0.16% Add +13.1% 292,932 $66.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.44% Add +2.8% 283,298 $64.3M
Osaic Holdings, Inc. 0.07% Add +1.8% 280,122 $63.6M
IFM Investors Pty Ltd 0.42% Add +11.1% 280,137 $63.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.38% Reduce -32.8% 277,967 $63.1M
EP Wealth Advisors, LLC 0.24% Add +11.9% 274,449 $62.3M
Uniplan Investment Counsel, Inc. 5.72% Reduce -4.8% 261,996 $59.5M
CORDA Investment Management, LLC. 3.62% Reduce -2.1% 260,183 $59.1M
PFA Pension, Forsikringsaktieselskab 0.15% Add +549.3% 254,757 $57.8M
Gillson Capital LP 3.39% Add +83.7% 253,512 $57.5M
Mirae Asset Global Investments Co., Ltd. 0.11% Reduce -9.8% 252,078 $57.2M
NEOS Investment Management LLC 0.21% Add +12.6% 248,161 $56.3M
Teacher Retirement System of Texas 0.15% Add +100.1% 244,572 $55.5M
Cerity Partners LLC 0.07% Reduce -1.7% 243,378 $55.2M
NewEdge Advisors, LLC 0.16% Add +13.0% 238,162 $54.1M
M.D. Sass, LLC 3.58% Reduce -6.9% 237,876 $54.0M
LBP Am SA 0.55% Reduce -20.6% 235,506 $53.5M
Creative Planning 0.03% Add +5.0% 231,196 $52.5M
Squarepoint Ops LLC 0.10% Reduce -45.1% 230,444 $52.3M
Quantinno Capital Management LP 0.06% Add +24.3% 230,373 $52.3M
Cetera Investment Advisers 0.05% Add +12.0% 227,903 $51.7M
Voloridge Investment Management, LLC 0.22% Add +100.2% 226,041 $51.3M
PNC Financial Services Group, Inc. 0.03% Reduce -1.5% 224,490 $51.0M
Mackenzie Financial Corp. 0.05% Reduce -14.5% 219,249 $49.8M
State of Tennessee, Department of Treasury 0.15% Add +2.0% 218,577 $49.6M
Braun Stacey Associates Inc. 1.40% Reduce -2.3% 216,915 $49.2M
Lansforsakringar Fondforvaltning AB (publ) 0.22% Add +0.9% 216,601 $49.2M
Walleye Capital LLC 0.25% Add +438.9% 211,681 $48.0M
Metis Global Partners, LLC 1.08% Add +0.2% 210,254 $47.7M
DNB Asset Management AS 0.13% Add +5.1% 210,145 $47.7M
Border to Coast Pensions Partnership Ltd 0.70% Reduce -30.0% 210,000 $47.6M
Gotham Asset Management 0.11% Reduce -6.7% 207,523 $47.1M
NewEdge Wealth, LLC 0.47% Reduce -1.3% 206,164 $46.8M
Nissay Asset Management Corp. /Japan 0.20% Add +3.3% 205,356 $46.6M
CIBC Bancorp USA Inc. 0.06% Reduce -21.0% 204,353 $46.4M
Public Sector Pension Investment Board 0.12% Add +1.6% 201,566 $45.7M
Czech National Bank 0.25% Add +5.7% 200,930 $45.6M
Sanctuary Advisors, LLC 0.21% Add +7.4% 196,946 $44.7M
Arizona State Retirement System 0.22% Add +4.0% 195,494 $44.4M
Guggenheim Capital LLC 0.28% Add +5.5% 190,768 $43.3M
Factory Mutual Insurance Co. 0.41% Reduce -1.0% 190,050 $43.1M
Groupama Asset Managment 0.54% Add +6.0% 187,203 $42.6M
National Bank of Canada 0.04% Add +36.6% 185,406 $42.1M
MetLife Investment Management, LLC 0.19% Reduce -0.7% 181,409 $41.2M
State of Michigan Retirement System 0.18% Reduce -0.9% 180,709 $41.0M
Federated Hermes, Inc. 0.06% Reduce -22.7% 175,653 $39.9M
Banco Santander, S.A. 0.24% Reduce -1.1% 171,801 $39.0M
UMB Bank, n.a. 0.48% Reduce -2.1% 168,493 $38.2M
CIBC Asset Management Inc 0.08% Add +0.7% 167,310 $38.0M
Swiss Life Asset Management Ltd 0.16% Add +10.9% 167,215 $38.0M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -41.1% 161,934 $37.5M
Nisa Investment Advisors, LLC 0.12% Reduce -18.3% 164,948 $37.4M
Assetmark, Inc. 0.06% Add +13.0% 163,271 $37.1M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Reduce -55.5% 160,631 $36.5M
Intech Investment Management LLC 0.33% Add +16.3% 158,208 $35.9M
Woodline Partners LP 0.11% Add +13.1% 153,848 $34.9M
Vestcor Inc 0.86% Add +2.5% 152,896 $34.7M
Prudential PLC 0.23% Add +2.0% 151,876 $34.5M
Thrivent Financial for Lutherans 0.06% Reduce -0.3% 151,803 $34.5M
SEB Asset Management AB 0.13% Add +3.1% 147,746 $33.5M
Jefferies Financial Group Inc. 0.31% Add +2388.8% 142,905 $32.4M
Eurizon Capital SGR S.p.A. 0.09% Reduce -15.6% 141,516 $32.1M
Mercer Global Advisors Inc. 0.04% Add +1.7% 140,565 $31.9M
Bank of Nova Scotia 0.05% Reduce -12.5% 138,858 $31.5M
Inspire Investing, LLC 1.29% Add +38.1% 138,221 $31.4M
Federation des caisses Desjardins du Quebec 0.10% Add +6.3% 138,011 $31.3M
Xponance LLC 0.19% Add +2.9% 134,538 $30.5M
Varma Mutual Pension Insurance Co 0.16% Reduce -2.3% 134,476 $30.5M
USS Investment Management Ltd 0.12% Add +6.8% 133,246 $30.2M
Focus Partners Wealth 0.03% Reduce -4.1% 133,077 $30.2M
Knights of Columbus Asset Advisors LLC 1.45% Add +39.0% 127,725 $29.0M
Andra AP-fonden 0.33% Reduce -15.4% 127,700 $29.0M
Danica Pension, Livsforsikringsaktieselskab 0.46% No change 126,427 $28.7M
ProShare Advisors LLC 0.04% Add +5.2% 123,668 $28.1M
AustralianSuper Pty Ltd 0.12% Add +977.2% 122,986 $27.9M
Vert Asset Management LLC 7.60% Add +6.8% 122,448 $27.8M
Amalgamated Bank 0.19% Reduce -3.2% 121,737 $27.6M
Rockefeller Capital Management L.P. 0.04% Add +2.0% 121,234 $27.5M
ABN AMRO Bank N.V. 0.35% Add +10.8% 119,804 $27.2M
Worldquant Millennium Advisors LLC 0.09% Reduce -86.3% 117,952 $26.8M
Ethic Inc. 0.33% Add +5.9% 117,057 $26.6M
O'shaughnessy Asset Management, LLC 0.12% Add +0.2% 116,099 $26.4M
Oddo BHF Asset Management Sas 1.23% New 115,936 $26.3M
Rakuten Investment Management, Inc. 0.08% Add +12.0% 115,381 $26.3M
Calamos Advisors LLC 0.13% Reduce -1.8% 111,582 $25.3M
Ofi Invest Asset Management 0.25% Reduce -1.3% 127,021 $25.3M
Waratah Capital Advisors Ltd. 1.93% Reduce -27.7% 110,586 $25.1M
Utah Retirement Systems 0.23% Reduce -3.9% 107,351 $24.4M
PensionDanmark Pensionsforsikringsaktieselskab 0.20% Add +7.3% 106,240 $24.1M
Police & Firemen's Retirement System of New Jersey 0.18% Reduce -0.1% 105,804 $24.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.15% Add +11.7% 105,657 $24.0M
New York Life Investment Management LLC 0.17% Add +1.3% 105,305 $23.9M
Teachers Retirement System of the State of Kentucky 0.16% Add +1.9% 105,261 $23.9M
Corient Private Wealth LP 0.03% Reduce -6.7% 101,833 $23.1M
Bahl & Gaynor LLC 0.11% New 101,622 $23.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.55% Reduce -0.8% 101,287 $23.0M
Cornerstone Advisors, LLC 0.76% Reduce -15.7% 101,285 $23.0M
Capitolis Liquid Global Markets LLC 0.10% Reduce -11.3% 100,000 $22.7M
Appleton Partners Inc. 1.37% Add +3.3% 98,216 $22.3M
Yousif Capital Management, LLC 0.25% Reduce -4.1% 98,192 $22.3M
Fifth Third Bancorp 0.04% Add +4.5% 97,479 $22.1M
M&T Bank Corp 0.06% Reduce -0.0% 96,735 $22.0M
Cibc World Market Inc. 0.04% Add +33.5% 95,708 $21.7M
HighTower Advisors, LLC 0.02% Reduce -5.4% 95,382 $21.6M
Abn Amro Investment Solutions 0.19% Add +12.2% 95,332 $21.6M
Investment Management Corp of Ontario 0.27% Add +71.4% 93,888 $21.3M
Vanguard Personalized Indexing Management, LLC 0.17% Add +1.5% 92,710 $21.0M
New Age Alpha Advisors, LLC 0.88% Reduce -0.1% 91,681 $20.8M
GSI Capital Advisors LLC 9.70% Reduce -8.6% 90,578 $20.6M
GRS Advisors, LLC 1.74% Reduce -37.8% 90,543 $20.6M
Moore Capital Management, LP 0.48% New 90,277 $20.5M
Keybank National Association 0.07% Add +0.4% 90,216 $20.5M
Public Employees Retirement Association of Colorado 0.07% Reduce -3.2% 89,142 $20.2M
Capital Group Private Client Services, Inc. 0.28% Reduce -7.4% 88,936 $20.2M
Wealthfront Advisers LLC 0.04% Add +1.3% 88,184 $20.0M
Susquehanna International Group, LLP 0.02% Reduce -37.8% 87,469 $19.9M
Eversept Partners, LP 1.08% Reduce -51.8% 87,312 $19.8M
Oregon Public Employees Retirement Fund 0.21% Add +8.6% 86,797 $19.7M
QRG Capital Management, Inc. 0.16% Add +7.1% 86,615 $19.7M
Connors Investor Services Inc. 1.70% Reduce -0.7% 86,484 $19.6M
MML Investors Services, LLC 0.04% Add +21.7% 86,187 $19.6M
NorthCoast Asset Management LLC 0.42% Add +3.8% 83,649 $19.0M
Captrust Financial Advisors 0.03% Reduce -3.1% 83,300 $18.9M
AIA Group Ltd 0.24% Add +166.2% 83,063 $18.9M
Van Lanschot Kempen Investment Management N.V. 0.14% Reduce -24.5% 82,558 $18.7M
Avanza Fonder AB 0.41% Add +13.7% 82,151 $18.6M
GDS Wealth Management 0.89% Add +11.0% 82,071 $18.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -29.6% 81,553 $18.5M
Commonwealth Equity Services, LLC 0.02% Reduce -8.1% 79,940 $18.1M
Rafferty Asset Management, LLC 0.04% Add +34.1% 79,505 $18.0M
OP Asset Management Ltd 0.19% Reduce -33.1% 79,131 $18.0M
Vise Technologies, Inc. 0.20% Add +82.2% 78,142 $17.7M
Arrowstreet Capital, Limited Partnership 0.01% New 78,081 $17.7M
Cander Asset Management LP 3.25% Reduce -40.5% 77,121 $17.5M
Oppenheimer Asset Management Inc. 0.18% Add +0.9% 76,578 $17.4M
Venture Visionary Partners LLC 0.48% Reduce -0.1% 76,416 $17.3M
Norinchukin Bank, The 0.16% Add +6.9% 74,383 $16.9M
Chilton Capital Management LLC 0.53% Reduce -2.3% 74,258 $16.9M
Allstate Corp. 0.17% Reduce -16.3% 73,971 $16.8M
Mutual of America Capital Management LLC 0.16% Reduce -6.3% 72,757 $16.5M
Daiichi Life Insurance Co., Ltd. 0.38% Add +63.9% 72,001 $16.3M
Trust Co. of Toledo NA 1.34% Reduce -1.2% 70,713 $16.0M
Nomura Holdings Inc. 0.07% Add +182.9% 70,711 $16.0M
Blue Chip Partners, LLC 1.01% Add +2.8% 70,337 $16.0M
Longbow Finance SA 2.04% Add +83.1% 70,272 $15.9M
Westpac Banking Corp. 0.98% Add +1.0% 70,125 $15.9M
Janney Montgomery Scott LLC 0.03% Reduce -1.2% 68,059 $15.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -21.1% 67,922 $15.4M
CENTRAL TRUST Co 0.27% Add +0.0% 66,895 $15.2M
Signature Estate & Investment Advisors LLC 0.27% Add +7.3% 66,692 $15.1M
US Bancorp \de 0.02% Add +5.6% 66,374 $15.1M
TD Waterhouse Canada Inc. 0.04% Add +11.8% 65,218 $15.0M
Truist Financial Corp. 0.02% Add +0.6% 65,454 $14.9M
Groupe la Francaise 0.18% Reduce -4.4% 63,338 $14.4M
Fideuram Asset Management (Ireland) dac 0.27% Add +25.0% 66,988 $14.3M
Naviter Wealth, LLC 1.27% Add +25.4% 61,832 $14.0M
Vestmark Advisory Solutions, Inc. 0.13% Reduce -1.4% 61,077 $13.9M
Pensionfund PDN 7.04% No change 60,253 $13.7M
B. Metzler seel. Sohn & Co. AG 0.12% Add +55.3% 59,902 $13.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -2.6% 58,884 $13.6M
Atria Investments, Inc 0.14% Add +16.8% 59,553 $13.5M
Brookstone Capital Management 0.13% Reduce -12.7% 59,171 $13.4M
Pathstone Holdings, LLC 0.04% Add +6.1% 57,081 $13.0M
Empowered Funds, LLC 0.07% Add +34.5% 57,241 $13.0M
Transamerica Financial Advisors, LLC 1.09% Add +122.6% 56,980 $12.9M
Man Group plc 0.02% Reduce -43.6% 56,674 $12.9M
Mariner, LLC 0.01% Reduce -40.9% 56,452 $12.8M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +30.6% 56,347 $12.8M
Elo Mutual Pension Insurance Co 0.16% Add +11.2% 55,879 $12.7M
Gulf International Bank (UK) Ltd 0.25% Add +4.0% 55,269 $12.5M
Mizuho Securities USA LLC 0.20% Add +31.0% 55,265 $12.5M
Pacer Advisors, Inc. 0.03% Add +40.1% 55,242 $12.5M
WESPAC Advisors SoCal, LLC 2.24% Add +2.1% 55,045 $12.5M
OMERS ADMINISTRATION Corp 0.07% Add +100.6% 54,644 $12.4M
Windle Wealth, LLC 4.94% Reduce -0.1% 54,154 $12.3M
Harbour Trust & Investment Management Co 1.18% Reduce -1.8% 54,086 $12.3M
Aptus Capital Advisors, LLC 0.09% Add +2.2% 53,550 $12.2M
Hamilton Wealth, LLC 2.22% New 53,352 $12.1M
Vanderbilt University 1.64% Add +14.4% 52,539 $11.9M
Advisors Asset Management, Inc. 0.18% Reduce -4.7% 52,334 $11.9M
Agf Management Ltd. 0.05% Add +59.9% 51,195 $11.6M
Pinnacle Associates Ltd. 0.13% Add +0.5% 51,177 $11.6M
Lido Advisors, LLC 0.04% Add +1.4% 50,575 $11.5M
Dorsey Wright & Associates 1.91% Add +116.4% 49,572 $11.3M
Saudi Central Bank 0.15% Add +94.7% 49,317 $11.2M
Triasima Portfolio Management inc. 1.48% Add +7.0% 48,359 $11.0M
Alps Advisors Inc. 0.05% Add +1905.3% 48,127 $10.9M
Jain Global LLC 0.14% Add +90.3% 46,924 $10.7M
Bellars Harris Wealth Management, LLC 2.16% — 46,790 $10.6M
Capital International Ltd. 0.34% Add +60.8% 46,551 $10.6M
Arax Advisory Partners 0.07% Add +1951.5% 45,461 $10.3M
Easterly Investment Partners LLC 0.52% Reduce -4.3% 45,321 $10.3M
Vident Advisory, LLC 0.08% Add +3.3% 45,285 $10.3M
Pier 88 Investment Partners LLC 16.51% Add +87.2% 43,800 $9.9M
Rational Advisors, Inc. 0.96% Reduce -1.4% 43,800 $9.9M
Kentucky Retirement Systems 0.24% New 43,410 $9.9M
Azimuth Capital Investment Management LLC 0.33% Reduce -0.4% 43,391 $9.8M
Windward Capital Management Co. 0.75% Add +0.8% 43,385 $9.8M
Indivisible Partners 0.55% Reduce -0.0% 43,211 $9.8M
Bokf, NA 0.14% Add +11.0% 43,157 $9.8M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Add +24.3% 42,737 $9.7M
Beacon Financial Planning, Inc. 3.29% Add +0.1% 42,657 $9.7M
&partners 0.04% Add +16.3% 42,188 $9.6M
Meiji Yasuda Asset Management Co Ltd. 0.43% Add +4.2% 41,957 $9.5M
Callahan Advisors, LLC 0.72% Reduce -1.1% 41,924 $9.5M
Spirit of America Management Corp. 1.79% Add +0.7% 41,725 $9.5M
Landscape Capital Management, L.L.C. 0.61% Add +30.3% 41,567 $9.4M
Steward Partners Investment Advisory, LLC 0.05% Add +83.9% 41,482 $9.4M
Kestra Private Wealth Services, LLC 0.10% Reduce -0.1% 41,281 $9.4M
Advisors Management Group Inc. 1.55% Reduce -1.9% 41,264 $9.4M
Azzad Asset Management Inc. 0.81% Add +0.4% 40,361 $9.2M
Clearbridge Investments, LLC 0.01% New 40,305 $9.1M
Fairfield Financial Advisors, LTD 3.60% Add +9.5% 40,229 $9.1M
Carret Asset Management, LLC 0.80% Reduce -1.1% 40,094 $9.1M
Arini Capital Management Ltd 0.93% New 40,000 $9.1M
Osmosis Investment Management UK Ltd 0.42% Reduce -38.8% 39,982 $9.1M
Crossmark Global Holdings, Inc. 0.12% Add +0.8% 39,847 $9.0M
Lombard Odier Asset Management (Switzerland) SA 0.29% New 39,690 $9.0M
GeoWealth Management, LLC 0.28% Add +4.1% 39,630 $9.0M
Peapack Gladstone Financial Corp. 0.10% Reduce -4.0% 39,432 $8.9M
Hartford Investment Management Co. 0.25% Reduce -1.9% 39,042 $8.9M
Meiji Yasuda America Inc 1.47% Add +14.5% 38,649 $8.8M
Orion Porfolio Solutions, LLC 0.07% Reduce -3.2% 38,400 $8.7M
Maryland State Retirement & Pension System 0.15% Add +8.9% 37,758 $8.6M
Vinva Investment Management Ltd 0.06% Add +404.2% 37,468 $8.5M
AMF Tjanstepension AB 0.05% No change 37,040 $8.4M
Louisiana State Employees Retirement System 0.12% Add +1.4% 36,100 $8.2M
Generali Asset Management SPA SGR 0.15% Reduce -9.8% 35,591 $8.1M
Atlantic Union Bankshares Corp 0.13% Add +8.3% 35,400 $8.0M
Capital Group Investment Management Pte. LTD. 1.20% Add +53.3% 34,976 $7.9M
New Mexico Educational Retirement Board 0.20% Add +13.0% 34,748 $7.9M
Merit Financial Group, LLC 0.05% Add +3.0% 34,745 $7.9M
LGT Group Foundation 0.09% Reduce -3.4% 34,468 $7.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.0% 34,401 $7.8M
Brasada Capital Management, LP 1.40% Reduce -3.9% 34,114 $7.7M
OpenArc Corporate Advisory, LLC 0.09% Reduce -2.9% 33,806 $7.7M
Two Sigma Investments, LP 0.01% Reduce -80.7% 33,799 $7.7M
Asset Planning Services Inc. /La/ 3.22% Reduce -4.8% 33,415 $7.6M
KMG Fiduciary Partners, LLC 0.69% Reduce -7.2% 32,947 $7.5M
First National Bank of Mount Dora, Trust Investment Services 1.49% Reduce -0.6% 32,878 $7.5M
Westwood Holdings Group Inc. 0.06% Reduce -3.7% 32,711 $7.4M
Waverly Advisors, LLC 0.04% Reduce -6.1% 31,880 $7.2M
AG2R La Mondiale Gestion D'actifs 0.26% Add +11.7% 31,632 $7.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.34% No change 31,600 $7.2M
Legacy CG, LLC 1.81% Reduce -4.5% 31,196 $7.1M
Pensionfund Sabic 7.54% No change 31,059 $7.0M
Kestra Advisory Services, LLC 0.02% Add +29.3% 31,039 $7.0M
Bleakley Financial Group, LLC 0.09% Add +4.3% 30,695 $7.0M
Callan Family Office, LLC 0.14% Add +3.7% 30,679 $7.0M
Vontobel Holding Ltd. 0.02% Reduce -5.3% 30,485 $6.9M
MAI Capital Management 0.03% Add +8.3% 29,917 $6.8M
Blair William & Co. 0.02% Reduce -3.6% 29,219 $6.6M
Tokio Marine Asset Management Co. Ltd. 0.20% Add +10.5% 28,441 $6.5M
Cinctive Capital Management LP 0.26% New 28,380 $6.4M
DoubleLine ETF Adviser LP 2.65% Reduce -12.5% 28,313 $6.4M
Daymark Wealth Partners, LLC 0.16% Add +1368.5% 28,224 $6.4M
Boothbay Fund Management, LLC 0.13% Reduce -14.3% 28,112 $6.4M
Horizon Investments, LLC 0.07% Add +11.1% 27,805 $6.3M
MUFG Securities EMEA plc 0.07% Reduce -3.4% 27,630 $6.3M
Elevation Point Wealth Partners, LLC 0.12% Reduce -2.1% 27,630 $6.3M
Gladstone Institutional Advisory LLC 0.20% Add +6.0% 27,362 $6.2M
Union Bancaire Privee, UBP SA 0.07% Add +17.3% 35,700 $6.1M
Red Cedar Investment Management, LLC 0.57% No change 26,713 $6.1M
Hamilton Capital Partners Inc. 0.17% Add +7.3% 26,452 $6.0M
TIAA Wealth Investment Management LLC 0.04% Reduce -9.8% 26,163 $5.9M
Pinnacle Wealth Management Advisory Group, LLC 0.35% Reduce -0.2% 26,066 $5.9M
Walter Public Investments Inc. 1.41% Add +763.2% 25,895 $5.9M
Commerce Bank 0.03% Reduce -5.0% 25,712 $5.8M
Pinnbrook Capital Management LP 0.96% New 25,500 $5.8M
Spire Wealth Management 0.17% Reduce -0.0% 25,459 $5.8M
B&I Capital AG 12.68% Reduce -85.6% 25,325 $5.7M
Rainey & Randall Wealth Advisors Inc. 0.81% Reduce -5.5% 25,107 $5.7M
CSM Advisors, LLC 0.12% Reduce -0.2% 25,076 $5.7M
Kingdon Capital Management, L.L.C. 0.77% Reduce -50.0% 25,000 $5.7M
First Pacific Financial 0.68% Reduce -4.9% 24,992 $5.7M
Benjamin Edwards Inc. 0.05% Add +28.4% 24,629 $5.6M
Siemens Fonds Invest GmbH 0.27% Add +2.7% 24,200 $5.5M
GAMCO Investors 0.05% No change 24,173 $5.5M
Concurrent Investment Advisors, LLC 0.05% Add +6.9% 24,143 $5.5M
Ascent Group, LLC 0.16% Add +4.0% 23,986 $5.4M
Ostrum Asset Management 0.26% Reduce -6.5% 23,782 $5.4M
Bayhunt Capital LLC 6.98% Reduce -49.7% 29,003 $5.4M
Dockside LLC 1.26% — 23,680 $5.4M
D L Carlson Investment Group Inc. 0.86% Reduce -21.7% 23,666 $5.4M
E. Ohman J:or Asset Management AB 0.12% Reduce -19.8% 23,555 $5.3M
Perpetual Ltd 0.08% Add +4.9% 23,510 $5.3M
Westover Capital Advisors, LLC 0.88% Reduce -0.3% 23,389 $5.3M
Brown Advisory Inc. 0.01% Add +2.7% 23,295 $5.3M
Brentview Investment Management LLC 2.07% Add +2.8% 23,070 $5.2M
Northeast Investment Management 0.19% Add +250.8% 23,016 $5.2M
Assenagon Asset Management S.A. 0.01% Reduce -4.7% 22,863 $5.2M
DRW Securities, LLC 0.31% Reduce -42.3% 22,846 $5.2M
United Capital Financial Advisors, LLC 0.03% Add +1.4% 22,702 $5.2M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +1.4% 22,633 $5.1M
Romano Brothers and Company 0.52% Reduce -1.4% 22,570 $5.1M
Rice Partnership, LLC 0.62% Add +24.0% 22,411 $5.1M
Boston Family Office LLC 0.31% Reduce -3.0% 22,400 $5.1M
Park Avenue Securities LLC 0.03% Reduce -8.5% 21,771 $4.9M
Raiffeisen Bank International AG 0.06% Add +23.5% 21,369 $4.9M
V-Square Quantitative Management LLC 0.46% Add +12.6% 21,261 $4.8M
Mufg Securities Americas Inc. 0.25% Add +10.1% 21,261 $4.8M
Spinnaker Trust 0.23% Reduce -1.8% 21,000 $4.8M
Argentarii, LLC 1.43% Reduce -0.6% 20,987 $4.7M
Laird Norton Wetherby Trust Company, LLC 0.09% Add +8.2% 20,808 $4.7M
Savant Capital, LLC 0.01% Add +170.0% 21,653 $4.7M
Retirement Management Systems Inc. 0.96% Add +13.9% 20,729 $4.7M
Portfolio Design Labs, LLC 0.77% Add +0.3% 20,560 $4.7M
Asset Planning,Inc 3.01% Add +1.7% 20,453 $4.6M
North Dakota State Investment Board 0.19% Add +2.6% 20,447 $4.6M
Beacon Pointe Advisors, LLC 0.02% Add +23.8% 20,305 $4.6M
Securian Asset Management, Inc. 0.16% Reduce -0.9% 18,758 $4.6M
Bleichroeder LP 0.82% No change 20,000 $4.5M
Great Diamond Partners, LLC 0.78% Add +0.4% 19,910 $4.5M
Sequoia Financial Advisors, LLC 0.02% Add +2.2% 19,901 $4.5M
Fifth Third Wealth Advisors LLC 0.13% Add +4.4% 19,813 $4.5M
Envestnet Portfolio Solutions, Inc. 0.02% Add +7.5% 19,790 $4.5M
Hilton Capital Management, LLC 0.31% Add +6.6% 19,653 $4.5M
Chesley Taft & Associates LLC 0.17% Add +1.1% 19,540 $4.4M
Schonfeld Strategic Advisors LLC 0.02% Add +97.5% 19,257 $4.4M
Exchange Traded Concepts, LLC 0.02% Add +1.0% 19,106 $4.3M
FJ Capital Management LLC 0.56% Reduce -0.9% 19,095 $4.3M
YHB Investment Advisors, Inc. 0.27% Add +3.5% 18,819 $4.3M
GAMMA Investing LLC 0.16% Add +11.9% 18,496 $4.2M
Kintegral Advisory, LLC 0.34% No change 18,451 $4.2M
HB Wealth Management, LLC 0.02% Add +3.3% 18,444 $4.2M
Allworth Financial LP 0.02% Reduce -9.0% 18,436 $4.2M
Bessemer Group Inc. 0.01% Add +9.9% 18,394 $4.2M
Kentucky Retirement Systems Insurance Trust Fund 0.24% Add +2.3% 18,014 $4.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.40% No change 17,970 $4.1M
Meeder Advisory Services, Inc. 0.15% Reduce -1.2% 17,952 $4.1M
Nilsine Partners, LLC 0.28% Reduce -0.9% 17,946 $4.1M
SteelPeak Wealth, LLC 0.11% New 17,697 $4.0M
Summit Place Financial Advisors, LLC 1.76% Reduce -7.5% 17,666 $4.0M
Oppenheimer & Co. Inc. 0.04% Reduce -1.0% 17,619 $4.0M
Morangie Management LLC 3.29% Add +1.7% 17,435 $4.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -25.9% 17,385 $3.9M
Canada Post Corp Registered Pension Plan 0.14% No change 17,339 $3.9M
MASTERINVEST Kapitalanlage GmbH 0.33% Add +12.3% 17,176 $3.9M
Praxis Investment Management Inc. 0.20% No change 17,153 $3.9M
Ritholtz Wealth Management 0.06% Add +59.9% 17,040 $3.9M
Principal Securities, Inc. 0.05% Add +2.6% 16,941 $3.8M
Harvest Investment Services, LLC 0.59% Reduce -11.7% 16,911 $3.8M
Wahed Invest LLC 0.40% Reduce -3.0% 16,826 $3.8M
Sterling Capital Management LLC 0.06% Reduce -46.8% 16,804 $3.8M
Summit Trail Advisors, LLC 0.05% Reduce -0.4% 16,508 $3.7M
Arkadios Wealth Advisors 0.06% Reduce -4.2% 16,507 $3.7M
Centaurus Financial, Inc. 0.15% Add +4.7% 16,460 $3.7M
Liberty Capital Management, Inc. 0.63% — 16,257 $3.7M
Sound View Wealth Advisors Group, LLC 0.23% Add +1.5% 16,200 $3.7M
Impax Asset Management Group plc 0.02% Reduce -6.5% 16,081 $3.6M
Private Advisor Group, LLC 0.02% Reduce -31.2% 16,063 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +25.9% 15,957 $3.6M
Capital Investment Advisors, LLC 0.05% Reduce -6.2% 15,898 $3.6M
World Investment Advisors 0.06% Reduce -1.0% 17,975 $3.6M
Meiji Yasuda Life Insurance Co 0.12% Add +8.6% 15,694 $3.6M
Ilmarinen Mutual Pension Insurance Co 0.02% Reduce -39.2% 15,500 $3.5M
Entropy Technologies, LP 0.14% New 15,468 $3.5M
Tower Research Capital LLC (TRC) 0.08% Reduce -63.6% 15,267 $3.5M
Florida Trust Wealth Management Co 0.09% Add +9.8% 15,170 $3.4M
Brant Point Investment Management LLC 0.76% Reduce -38.8% 15,014 $3.4M
Caprock Group, LLC 0.06% Add +31.0% 14,624 $3.3M
Global Retirement Partners, LLC 0.05% — 14,473 $3.3M
Edgemoor Investment Advisors, Inc. 0.22% Reduce -0.2% 14,360 $3.3M
Sumitomo Life Insurance Co. 0.05% Reduce -5.5% 14,344 $3.3M
RMR Wealth Builders 0.20% New 14,308 $3.2M
Glenmede Trust Co. NA 0.01% Add +6.5% 14,271 $3.2M
Signaturefd, LLC 0.04% Add +2.9% 14,174 $3.2M
Nations Financial Group Inc, /Ia/ 0.15% Reduce -0.1% 14,115 $3.2M
CreativeOne Wealth, LLC 0.07% Add +1.9% 14,109 $3.2M
James Investment Research, Inc. 0.32% Add +39.1% 14,049 $3.2M
Plato Investment Management Ltd 0.18% Add +57.1% 14,060 $3.2M
O'ROURKE & COMPANY, Inc 1.11% Add +0.3% 13,961 $3.2M
GLOBALT Investments LLC / GA 0.11% Add +4.9% 13,771 $3.1M
Simon Quick Advisors, LLC 0.13% Reduce -0.5% 13,768 $3.1M
Twin Capital Management Inc. 0.34% Add +16.9% 13,734 $3.1M
Advance Capital Management, Inc. 0.10% Reduce -0.2% 13,722 $3.1M
Triglav Investments, D.O.O. 0.16% Reduce -8.1% 13,666 $3.1M
Sarasin & Partners LLP 0.04% Reduce -21.7% 13,657 $3.1M
Verde Capital Management 0.57% Reduce -4.0% 13,469 $3.1M
Farther Finance Advisors, LLC 0.02% Add +18.8% 13,408 $3.0M
Savvy Advisors, Inc. 0.06% Add +14.1% 13,261 $3.0M
Group One Trading LLC 0.09% Reduce -25.6% 13,235 $3.0M
Garrison Bradford & Associates Inc. 3.23% Reduce -1.1% 13,126 $3.0M
Coldstream Capital Management Inc. 0.04% Reduce -17.7% 13,091 $3.0M
Walleye Trading LLC 0.04% Add +28.4% 13,048 $3.0M
Choreo, LLC 0.03% Add +1.7% 13,006 $3.0M
Brown Brothers Harriman & Co. 0.01% Add +40.0% 12,934 $2.9M
NTV Asset Management LLC 0.28% No change 12,592 $2.9M
Huntington National Bank 0.02% Add +25.2% 12,389 $2.8M
Penserra Capital Management LLC 0.02% Add +91.5% 12,394 $2.8M
Park Edge Advisors, LLC 0.60% Add +127.1% 12,381 $2.8M
Old Second National Bank of Aurora 0.53% Reduce -10.0% 12,363 $2.8M
LDR Capital Management LLC 4.44% Reduce -1.0% 12,276 $2.8M
Bailard, Inc. 0.06% Add +23.4% 12,098 $2.7M
J.W. Cole Advisors, Inc. 0.05% Reduce -1.0% 12,058 $2.7M
DAVENPORT & Co LLC 0.01% Add +9.7% 11,936 $2.7M
Anchor Bay Capital, Inc. 1.45% — 11,393 $2.7M
High Point Wealth Management, LLC 2.19% Add +3.8% 11,535 $2.6M
Ossiam 0.03% Add +21.7% 11,533 $2.6M
Wesbanco Bank Inc. 0.06% Reduce -5.3% 11,456 $2.6M
Contravisory Investment Management, Inc. 0.45% Add +2.2% 11,263 $2.6M
Tema ETFs LLC 0.08% Add +9.9% 11,250 $2.6M
Advisory Services Network, LLC 0.03% Add +192.4% 11,244 $2.6M
Csenge Advisory Group 0.10% New 11,091 $2.5M
Quantitative Investment Management, LLC 0.27% Add +127.6% 10,943 $2.5M
Hartford Funds Management Co LLC 0.20% Add +2.2% 10,891 $2.5M
Snowden Capital Advisors LLC 0.06% Reduce -2.8% 10,829 $2.5M
Welch Group, LLC 0.08% No change 10,731 $2.4M
Caisse de depot et placement du Quebec 0.00% Reduce -94.9% 10,721 $2.4M
Ballentine Partners, LLC 0.03% Reduce -0.7% 10,536 $2.4M
Gerald Baker Financial Group LLC 0.68% Add +0.3% 10,493 $2.4M
Compound Planning, Inc. 0.06% Add +4.3% 10,460 $2.4M
Prospera Financial Services Inc 0.03% Reduce -12.8% 10,400 $2.4M
Integrated Wealth Concepts LLC 0.02% Reduce -2.0% 10,374 $2.4M
Fig Financial Advisory Services Inc. 1.38% Add +63.1% 10,365 $2.4M
OneDigital Investment Advisors LLC 0.02% Reduce -7.0% 10,280 $2.3M
Frank, Rimerman Advisors LLC 0.13% Add +0.3% 10,221 $2.3M
Purkiss Capital Advisors LLC 0.88% Add +14.2% 10,208 $2.3M
Greenleaf Trust 0.02% Reduce -3.0% 10,180 $2.3M
Baird Financial Group, Inc. 0.00% Add +4.1% 10,165 $2.3M
Western Financial Corp 0.67% Add +1.9% 10,140 $2.3M
Everhart Financial Group, Inc. 0.15% Reduce -2.5% 10,138 $2.3M
Wedmont Private Capital 0.06% Add +4.3% 9,931 $2.3M
American Assets Investment Management, LLC 0.14% No change 10,000 $2.3M
Wealthspire Retirement, LLC 0.12% Reduce -0.4% 9,965 $2.3M
Mutual Advisors, LLC 0.04% Add +7.0% 9,928 $2.3M
BDF-Gestion 0.30% Add +39.6% 19,654 $2.2M
Clearstead Advisors, LLC 0.02% Add +68.7% 9,777 $2.2M
American Financial Advisors, LLC 0.26% Reduce -2.6% 9,594 $2.2M
RDA Financial Network 0.47% Reduce -12.3% 9,586 $2.2M
Mgo One Seven LLC 0.04% Add +6.6% 9,549 $2.2M
Waterloo Capital, L.P. 0.12% Reduce -0.4% 9,501 $2.2M
Denali Advisors LLC 0.22% Add +1.8% 9,499 $2.2M
GF Fund Management Co. LTD. 0.03% Reduce -6.2% 9,481 $2.2M
Pinnacle Financial Partners, Inc. 0.01% Add +17.1% 9,397 $2.1M
D.A. Davidson & Co. 0.01% Reduce -1.9% 9,137 $2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +10.4% 9,095 $2.1M
Independent Advisor Alliance 0.05% Add +4.0% 9,027 $2.0M
Cornell Pochily Investment Advisors, Inc. 0.55% Add +0.4% 9,018 $2.0M
Wealth Enhancement Trust Services, Inc. 0.23% Reduce -4.8% 8,962 $2.0M
Carnegie Investment Counsel 0.04% Reduce -0.8% 8,898 $2.0M
Independent Financial Group, LLC 0.04% Reduce -30.4% 8,874 $2.0M
Kingsview Wealth Management, LLC 0.02% Add +20.9% 8,824 $2.0M
Jeppson Wealth Management, LLC 0.59% Reduce -1.1% 8,799 $2.0M
Agate Pass Investment Management, LLC 0.74% No change 8,785 $2.0M
XTX Topco Ltd 0.03% Reduce -68.9% 8,755 $2.0M
J. Safra Sarasin Holding AG 0.03% Reduce -4.3% 9,009 $2.0M
AlphaCore Capital LLC 0.04% Add +33.2% 8,651 $2.0M
Virtus Investment Advisers, LLC 0.45% Reduce -17.0% 8,582 $1.9M
Fairtree Asset Management (Pty) Ltd 0.74% Add +99.0% 8,538 $1.9M
Trueblood Wealth Management, LLC 0.67% Add +2.9% 8,513 $1.9M
Summit Global Investments 0.10% Add +1.7% 8,449 $1.9M
Clear Trail Advisors, LLC 0.29% Add +86.2% 8,438 $1.9M
Sigma Planning Corp 0.05% Reduce -2.0% 8,406 $1.9M
Schnieders Capital Management, Llc. 0.25% Add +0.0% 8,346 $1.9M
IPG Investment Advisors LLC 0.27% New 8,302 $1.9M
PFG Investments, LLC 0.07% Add +3.3% 8,278 $1.9M
Smartleaf Asset Management LLC 0.06% No change 8,160 $1.9M
Evergreen Capital Management LLC 0.03% Reduce -0.9% 8,160 $1.9M
VestGen Advisors, LLC 0.05% Add +1.9% 8,144 $1.8M
Allianz SE 0.02% Reduce -1.9% 8,110 $1.8M
Illinois Municipal Retirement Fund 0.02% Reduce -67.8% 8,084 $1.8M
IMC-Chicago, LLC 0.02% New 8,055 $1.8M
Emergent Wealth Advisors, LLC 0.95% Add +1.5% 8,069 $1.8M
American National Bank & Trust 0.15% Add +8.0% 7,992 $1.8M
WESPAC Advisors, LLC 0.88% New 7,987 $1.8M
Marex Group Ltd 0.01% Add +77.0% 7,986 $1.8M
Highview Capital Management LLC 0.52% Add +3.1% 7,981 $1.8M
Kornitzer Capital Management Inc. 0.04% No change 7,900 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Add +21.5% 7,851 $1.8M
Pinebridge Investments LLC 0.01% Add +37.2% 7,777 $1.8M
Arbor Capital Management Inc. 1.73% Reduce -14.4% 7,501 $1.8M
Stratos Wealth Partners, LTD. 0.02% Add +21.3% 7,634 $1.7M
Stephens Inc. 0.02% Reduce -3.8% 7,625 $1.7M
Parallel Advisors, LLC 0.03% Add +6.3% 7,614 $1.7M
Harbor Investment Advisory, LLC 0.12% Add +19.6% 7,613 $1.7M
Equitable Holdings, Inc. 0.01% Reduce -22.6% 7,584 $1.7M
Profund Advisors LLC 0.05% Add +1.2% 7,576 $1.7M
IHT Wealth Management, LLC 0.04% Add +20.0% 7,489 $1.7M
Frec Markets, Inc. 0.15% Add +47.5% 7,392 $1.7M
Florida Financial Advisors, LLC 0.28% Add +37.3% 7,353 $1.7M
Saturna Capital Corp. 0.02% Add +2.0% 7,350 $1.7M
Sagespring Wealth Partners, LLC 0.03% Add +6.5% 7,338 $1.7M
GTS Securities LLC 0.03% Reduce -35.3% 7,188 $1.6M
Phoenix Financial Ltd. 0.01% Reduce -30.8% 7,152 $1.6M
Community Bank & Trust, Waco, Texas 0.29% No change 7,054 $1.6M
Apollon Wealth Management, LLC 0.02% Add +12.4% 7,043 $1.6M
Stiles Financial Services Inc 0.40% Reduce -0.3% 7,033 $1.6M
Ancora Advisors LLC 0.03% Reduce -5.1% 7,005 $1.6M
Checchi Capital Advisers, LLC 0.10% Add +0.4% 6,998 $1.6M
Wealth Architects, LLC 0.12% Add +0.3% 6,968 $1.6M
S&A Financial Services, Inc. 0.94% Reduce -2.9% 6,768 $1.5M
Cigna Investments Inc. 0.20% Add +3.1% 6,759 $1.5M
Brighton Jones LLC 0.03% Reduce -4.9% 6,751 $1.5M
Wealthspire Advisors, LLC 0.01% Add +44.4% 6,687 $1.5M
Modern Wealth Management, LLC 0.02% Add +9.2% 6,649 $1.5M
Hantz Financial Services, Inc. 0.02% Reduce -1.7% 6,642 $1.5M
Kingswood Wealth Advisors, LLC 0.06% Reduce -0.6% 6,590 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.15% Reduce -45.9% 6,564 $1.5M
ASR Vermogensbeheer N.V. 0.02% Reduce -93.2% 6,546 $1.5M
Dorsey & Whitney Trust CO LLC 0.07% Add +6.7% 6,540 $1.5M
Ieq Capital, LLC 0.01% Reduce -31.7% 6,504 $1.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.69% New 6,500 $1.5M
Great Lakes Advisors, LLC 0.01% Reduce -4.9% 6,478 $1.5M
Sax Wealth Advisors, LLC 0.06% Reduce -1.9% 7,417 $1.5M
Farmers & Merchants Investments Inc. 0.04% Add +1.0% 6,442 $1.5M
Ashton Thomas Securities, LLC 0.22% Add +20.0% 6,242 $1.5M
Level Four Advisory Services, LLC 0.04% Reduce -1.1% 6,408 $1.5M
Baldwin Investment Management, LLC 0.14% Add +64.9% 6,392 $1.5M
Texas Yale Capital Corp. 0.03% Add +1.6% 6,354 $1.4M
Summit Financial, LLC 0.02% Reduce -0.0% 6,343 $1.4M
Apella Capital, LLC 0.02% Add +0.3% 6,033 $1.4M
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.99% No change 6,315 $1.4M
Ameritas Advisory Services, LLC 0.03% Add +75.5% 6,315 $1.4M
Kesler, Norman & Wride, LLC 0.23% Add +73.8% 6,309 $1.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Add +11.0% 6,282 $1.4M
Brookfield Corp 0.00% Reduce -98.0% 6,233 $1.4M
EverSource Wealth Advisors, LLC 0.05% Reduce -9.7% 6,183 $1.4M
Pacific Sun Financial Corp 0.57% No change 6,063 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.2% 6,055 $1.4M
M&G PLC 0.01% Add +26.4% 6,047 $1.4M
Essex Financial Services, Inc. 0.07% Add +4.7% 6,027 $1.4M
PeakShares LLC 1.01% New 6,007 $1.4M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2.34% Add +36.4% 6,000 $1.4M
Qtron Investments LLC 0.18% Reduce -1.4% 5,978 $1.4M
Elevatus Welath Management 0.33% New 5,967 $1.4M
Dudley Capital Management, LLC 0.55% Reduce -1.2% 5,950 $1.4M
Syon Capital LLC 0.06% Add +6.1% 5,908 $1.3M
Mosaic Family Wealth Partners, LLC 0.09% Add +89.6% 5,904 $1.3M
Trustmark Bank Trust Department 0.08% Reduce -1.0% 5,872 $1.3M
BSW Wealth Partners 0.15% Reduce -3.1% 5,831 $1.3M
RFG - Bristol Wealth Advisors, LLC 0.32% Reduce -28.2% 5,819 $1.3M
Ellevest, Inc. 0.16% Reduce -1.6% 5,830 $1.3M
Richwood Investment Advisors, LLC 0.93% Reduce -4.1% 5,808 $1.3M
Sun Life Financial Inc. 0.07% No change 5,760 $1.3M
Personal Cfo Solutions, LLC 0.19% Add +14.8% 5,728 $1.3M
Markowski Investments 0.29% — 5,720 $1.3M
Morey & Quinn Wealth Partners, LLC 0.83% Reduce -18.6% 5,698 $1.3M
CVFG LLC 0.13% No change 5,651 $1.3M
Ninety One UK Ltd 0.00% No change 5,647 $1.3M
Harbour Investments, Inc. 0.02% Add +2.4% 5,626 $1.3M
Aprio Wealth Management, LLC 0.06% Add +15.2% 5,611 $1.3M
McDonald Partners LLC 0.30% New 5,506 $1.2M
Lumbard & Kellner, LLC 0.38% No change 5,496 $1.2M
Ibex Wealth Advisors 0.10% Reduce -1.4% 5,495 $1.2M
Picton Mahoney Asset Management 0.01% Reduce -32.8% 5,443 $1.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +41.4% 5,421 $1.2M
Perigon Wealth Management, LLC 0.02% Add +5.7% 5,411 $1.2M
Prestige Wealth Management Group LLC 0.22% Reduce -41.8% 5,283 $1.2M
Stableford Capital II LLC 0.41% Reduce -1.9% 5,272 $1.2M
CX Institutional 0.03% Add +43.5% 5,219 $1.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.04% Reduce -8.8% 5,213 $1.2M
AE Wealth Management LLC 0.01% Add +26.6% 5,195 $1.2M
VestGen Investment Management 0.62% Add +391.4% 5,165 $1.2M
Advisory Alpha, LLC 0.03% Add +125.8% 5,162 $1.2M
Sara-Bay Financial 0.31% No change 5,135 $1.2M
ARS Wealth Advisors Group, LLC 0.09% Add +0.3% 5,130 $1.2M
Busey Bank 0.03% Reduce -6.0% 5,111 $1.2M
Jackson Square Capital, LLC 0.16% Reduce -0.5% 5,096 $1.2M
Howard Capital Management, LLC 0.01% Add +139.0% 5,095 $1.2M
Cresset Asset Management, LLC 0.00% Add +204.8% 5,087 $1.2M
Premier Path Wealth Partners, LLC 0.13% Add +0.4% 5,066 $1.1M
Benchmark Investment Advisors LLC 0.50% No change 5,060 $1.1M
Commerzbank Aktiengesellschaft 0.02% Reduce -10.7% 5,016 $1.1M
Diversified Trust Co. 0.02% Reduce -6.3% 5,007 $1.1M
Retirement Planning Co of New England, Inc. 0.41% Reduce -5.5% 4,982 $1.1M
Silver Oak Securities, Incorporated 0.07% Add +26.9% 4,977 $1.1M
First American Trust, FSB 0.07% Add +8.2% 4,968 $1.1M
Prosperity Consulting Group, LLC 0.04% Add +22.5% 4,961 $1.1M
Finward Bancorp 0.85% Reduce -0.7% 4,936 $1.1M
Sapient Capital LLC 0.01% New 4,922 $1.1M
IFP Advisors, Inc 0.02% Add +10.2% 4,887 $1.1M
Proficio Capital Partners LLC 0.04% New 4,862 $1.1M
Flputnam Investment Management Co. 0.01% Add +33.3% 4,832 $1.1M
Legacy Wealth Asset Management, LLC 0.24% Reduce -3.5% 4,812 $1.1M
Geneos Wealth Management Inc. 0.02% Reduce -2.3% 4,809 $1.1M
Advyzon Investment Management, LLC 0.08% Add +105.1% 4,806 $1.1M
PDS Planning, Inc 0.06% Add +0.7% 4,748 $1.1M
Dodds Wealth, LLC 0.24% No change 4,748 $1.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.03% Add +84.9% 4,748 $1.1M
Monetary Management Group Inc. 0.22% Reduce -4.1% 4,725 $1.1M
SJS Investment Consulting Inc. 0.12% Add +2.2% 4,706 $1.1M
Lederer & Associates Investment Counsel 0.69% No change 4,649 $1.1M
Buckley Wealth Management, LLC 0.26% Add +5.0% 4,574 $1.0M
Fidelis Capital Partners, LLC 0.06% Reduce -13.5% 4,558 $1.0M
Strategy Asset Managers LLC 0.15% Add +29.5% 4,553 $1.0M
Investment Advisory Group, LLC 0.22% Reduce -5.7% 4,541 $1.0M
LongView Wealth Management 0.26% Reduce -2.3% 4,539 $1.0M
Supplemental Annuity Collective Trust of NJ 0.26% Reduce -2.6% 4,528 $1.0M
Alteri Wealth LLC 0.28% Add +2.2% 4,483 $1.0M
Joel Isaacson & Co., LLC 0.03% No change 4,480 $1.0M
AA Financial Advisors, LLC 0.12% Add +3.0% 4,475 $1.0M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.29% Add +13.2% 4,471 $1.0M
Alerus Financial NA 0.04% Add +131.9% 4,459 $1.0M
HUB Investment Partners, LLC 0.02% Add +62.4% 4,450 $1.0M
Capital Square, LLC 0.44% Reduce -3.9% 4,360 $1.0M
Tower Bridge Advisors 0.09% No change 4,425 $1.0M
Pinnacle Wealth Planning Services, Inc. 0.10% Add +0.4% 4,413 $1.0M
Axxcess Wealth Management, LLC 0.02% Add +289.7% 4,408 $1.0M
Ingalls & Snyder LLC 0.03% No change 4,395 $998K
ProVise Management Group, LLC 0.07% No change 4,386 $995K
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.8% 4,177 $992K
J.Safra Asset Management Corp 0.05% Add +3848.2% 4,343 $986K
Fulcrum Capital LLC 0.20% Reduce -3.5% 4,328 $982K
Midwest Trust Co 0.01% Reduce -2.6% 4,321 $981K
Valued Retirements, Inc. 0.86% Add +6.7% 4,238 $962K
Foster Victor Wealth Advisors, LLC 0.05% Reduce -0.5% 4,069 $960K
Panoramic Investment Advisors, LLC 0.46% No change 4,204 $954K
Saiph Capital, LLC 0.29% Add +6.3% 4,197 $953K
Johnson Investment Counsel Inc. 0.01% Add +3.4% 4,174 $947K
Associated Banc-Corp 0.02% Reduce -0.2% 4,166 $946K
St Germain D J Co. Inc. 0.03% No change 4,159 $944K
Stevens Capital Management LP 0.23% Reduce -62.8% 4,140 $940K
Life Cycle Investment Partners Ltd 0.00% Reduce -50.8% 4,121 $935K
Tuttle Capital Management, LLC 0.63% No change 4,112 $933K
Souders Financial Advisors 0.09% Add +2.3% 4,108 $932K
Simplicity Wealth,LLC 0.03% Add +9.7% 4,100 $931K
River Street Advisors LLC 0.27% Add +0.3% 4,087 $928K
Beto Financial Group, LLC 0.48% Add +0.7% 3,749 $918K
Bull Harbor Capital LLC 0.18% Add +0.3% 4,039 $917K
L2 Asset Management, LLC 0.10% Add +8.8% 4,037 $916K
Cambria Investment Management, L.P. 0.05% Add +23.9% 4,031 $915K
Manske Wealth Management 0.23% No change 4,025 $914K
Quantum Portfolio Management LLC 0.33% Reduce -6.3% 3,999 $908K
LRI Investments, LLC 0.07% Reduce -5.3% 3,995 $907K
HBK Sorce Advisory LLC 0.02% Add +2.3% 3,821 $907K
Turtle Creek Wealth Advisors, LLC 0.05% Reduce -1.5% 3,980 $903K
Churchill Financial Advisors, LLC 0.17% No change 3,970 $901K
Los Angeles Capital Management LLC 0.00% Reduce -71.6% 3,922 $890K
Comprehensive Money Management Services LLC 0.56% No change 3,921 $890K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -2.5% 3,881 $881K
Glenview Trust Co 0.01% Reduce -0.6% 3,877 $880K
Southland Equity Partners LLC 0.15% Add +0.2% 3,852 $874K
TD Private Client Wealth LLC 0.02% Reduce -0.3% 3,823 $868K
Great Valley Advisor Group, Inc. 0.01% Add +0.4% 3,813 $865K
180 Wealth Advisors, LLC 0.09% Reduce -3.6% 3,748 $851K
Drake & Associates, LLC 0.14% Reduce -48.1% 3,742 $849K
Driehaus Capital Management LLC 0.00% No change 3,734 $848K
Madden Advisory Services, Inc. 0.30% Reduce -3.1% 3,693 $838K
Caldwell Sutter Capital, Inc. 0.32% Reduce -8.0% 3,692 $838K
Rehmann Capital Advisory Group 0.04% Add +1.1% 3,681 $836K
Family Wealth Partners, LLC 0.26% Add +1.3% 3,678 $835K
AlphaGrep UK Ltd 0.25% Add +19.0% 3,634 $825K
Panagora Asset Management Inc. 0.00% No change 3,625 $823K
Pension & Wealth Management Advisors, Inc. 0.22% Add +0.3% 3,605 $818K
Van Hulzen Asset Management, LLC 0.06% Add +0.8% 3,596 $816K
Catalyst Financial Partners LLC 0.08% Add +2.3% 3,566 $809K
Caisse Des Depots Et Consignations 0.01% New 3,563 $809K
Integrated Advisors Network LLC 0.04% Reduce -13.3% 3,550 $806K
FWG Holdings, LLC 0.28% Add +6.4% 3,177 $801K
Stonebridge Financial Group, LLC 0.06% Add +0.6% 3,527 $801K
Widmann Financial Services, Inc. 0.43% Add +242.2% 3,521 $799K
Koshinski Asset Management, Inc. 0.04% Add +11.0% 3,511 $797K
FSM Wealth Advisors, LLC 0.09% Add +2.6% 3,489 $792K
Values First Advisors, Inc. 0.36% Reduce -48.7% 3,484 $791K
Comprehensive Financial Consultants Institutional, Inc. 0.21% No change 3,474 $788K
Westerkirk Capital Inc. 0.08% No change 3,471 $788K
Peak Planning Group, LLC 0.17% Reduce -3.8% 3,406 $773K
HighPoint Advisor Group LLC 0.03% Add +10.1% 3,404 $773K
LCNB Corp. 0.24% No change 3,392 $770K
Composition Wealth, LLC 0.01% Add +8.5% 3,385 $768K
Providence First Trust Co 0.21% Add +22.1% 3,342 $759K
Hamrick Investment Counsel, llc 0.50% New 3,340 $758K
CoreCap Advisors, LLC 0.02% Reduce -7.4% 3,337 $757K
Balboa Wealth Partners 0.10% Reduce -20.9% 3,306 $750K
Eurizon SLJ Capital Ltd 0.28% No change 3,297 $748K
Jackson Creek Investment Advisors LLC 0.25% Reduce -21.4% 3,190 $748K
Pinnacle Wealth Management Group, Inc. 0.35% No change 3,284 $745K
Cannon Advisors, Inc. 0.45% New 3,155 $745K
Aureus Asset Management, LLC 0.05% Add +15.1% 3,280 $744K
Shelton Capital Management 0.01% No change 3,278 $744K
GWN Securities Inc. 0.12% Reduce -4.5% 3,275 $743K
Point Windward Advisors Inc. 0.33% No change 3,250 $738K
Lake Street Private Wealth, LLC 0.08% Add +1.7% 3,221 $731K
Obermeyer Wealth Partners 0.03% Reduce -0.1% 3,197 $726K
Angeles Wealth Management, LLC 0.03% Add +3.3% 3,196 $725K
B. Riley Wealth Advisors, Inc. 0.04% Add +0.7% 3,157 $719K
Maia Wealth LLC 0.11% Add +15.8% 3,164 $718K
Pettyjohn, Wood & White, Inc. 0.10% Reduce -6.5% 3,156 $716K
Moran Wealth Management, LLC 0.02% Add +19.0% 3,141 $713K
Hendershot Investments Inc. 0.09% No change 3,126 $710K
Sfmg, LLC 0.04% Add +0.2% 3,117 $707K
Continuum Advisory, LLC 0.06% Reduce -44.8% 3,117 $707K
HF Advisory Group, LLC 0.22% Reduce -7.6% 3,086 $700K
PlanVest Financial, Inc 0.47% Add +0.0% 3,073 $697K
Waddell & Associates, LLC 0.03% No change 3,071 $697K
Keel Point, LLC 0.04% Add +8.8% 3,063 $695K
Alpha Zero LLC 0.26% Add +71.9% 2,837 $685K
Triad Wealth Partners, LLC 0.04% Add +19.0% 2,935 $684K
Valmark Advisers, Inc. 0.01% Add +0.6% 3,009 $683K
Conning Inc. 0.02% No change 3,007 $682K
Defiance ETFs, LLC 0.01% Add +29.7% 2,961 $682K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -0.8% 2,973 $675K
Transcend Capital Advisors, LLC 0.05% Add +28.5% 2,970 $674K
MOR Wealth Management, LLC 0.27% New 2,969 $674K
Spirepoint Private Client, LLC 0.05% Reduce -1.9% 2,962 $672K
Avidian Wealth Enterprises, LLC 0.02% Add +57.4% 2,959 $672K
Dogwood Wealth Management LLC 0.26% Reduce -20.8% 2,953 $670K
Western Wealth Management, LLC 0.02% Add +16.1% 2,948 $669K
Crestwood Advisors Group, LLC 0.01% Add +16.1% 2,943 $668K
Facet Wealth, Inc. 0.01% Add +38.8% 2,940 $667K
Blue Trust, Inc. 0.01% Reduce -1.7% 2,920 $663K
Lazard Asset Management LLC 0.00% Add +138.8% 2,913 $661K
Shrier Wealth Management, LLC 0.22% Add +0.1% 2,899 $658K
Quotient Wealth Partners, LLC 0.02% Add +7.8% 2,887 $655K
LYNX Capital Group Ltd. 0.26% No change 2,878 $653K
Kintra Wealth, LLC 0.03% Add +11.2% 2,776 $651K
Mather Group, Llc. 0.01% Add +2.3% 2,864 $650K
LGT Fund Management Co Ltd. 0.03% No change 2,857 $648K
First Foundation Advisors 0.02% Add +20.7% 2,841 $645K
Wakefield Asset Management LLLP 0.14% Add +2.7% 2,828 $642K
Norden Group LLC 0.05% Add +21.7% 2,817 $640K
Roehl & Yi Investment Advisors, LLC 0.21% Add +3.3% 2,816 $639K
Heartland Bank & Trust Co 0.13% Reduce -1.3% 2,816 $639K
First Citizens Bank & Trust Co. 0.01% Add +8.5% 2,815 $639K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -14.6% 2,777 $630K
Moors & Cabot, Inc. 0.02% Reduce -11.2% 2,773 $629K
Money Concepts Capital Corp. 0.03% New 2,770 $629K
Harvest Fund Management Co., Ltd 0.02% Reduce -16.7% 2,769 $628K
Resonant Capital Advisors, LLC 0.03% Add +2.0% 2,753 $625K
Alta Advisers Ltd 0.14% No change 2,733 $620K
Larson Financial Group LLC 0.02% Add +11.6% 2,728 $619K
Ausdal Financial Partners, Inc. 0.02% New 2,717 $617K
First Horizon Corp. 0.02% Add +3.6% 2,713 $616K
Covenant Asset Management, LLC 0.11% Add +4.7% 2,711 $615K
Valeo Financial Advisors, LLC 0.01% Add +1.4% 2,711 $615K
ZWJ Investment Counsel Inc. 0.02% New 2,683 $609K
Brown Miller Wealth Management, LLC 0.15% New 2,682 $609K
Dakota Wealth Management 0.01% Reduce -7.3% 2,666 $605K
Wedbush Securities Inc. 0.02% Reduce -5.7% 2,662 $604K
E Fund Management Co., Ltd. 0.01% Add +3.3% 2,658 $603K
Hartline Investment Corp./ 0.05% No change 2,652 $602K
ING Groep NV 0.00% Reduce -97.1% 2,640 $599K
Jacobi Capital Management LLC 0.03% Add +3.0% 2,639 $599K
Foresight Group Ltd Liability Partnership 0.11% No change 2,598 $595K
Brucke Financial, Inc. 0.26% Add +10.6% 2,622 $595K
Ashton Thomas Private Wealth, LLC 0.01% Add +105.8% 2,620 $595K
CHICAGO TRUST Co NA 0.09% Add +1.6% 2,594 $589K
QTR Family Wealth, LLC 0.20% Add +0.7% 2,580 $586K
Visionary Wealth Advisors 0.02% Add +0.2% 2,578 $585K
West Family Investments, Inc. 0.17% Add +1.9% 2,569 $583K
Coastal Bridge Advisors, LLC 0.04% Reduce -14.0% 2,534 $575K
CWA Asset Management Group, LLC 0.02% Reduce -1.2% 2,518 $572K
Stock Yards Bank & Trust Co. 0.02% Reduce -11.0% 2,514 $571K
IFG Advisory, LLC 0.02% New 2,508 $569K
Hudock, Inc. 0.07% Add +0.1% 2,503 $568K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 2,479 $563K
Retirement Planning Group, LLC / NY 0.31% Reduce -0.0% 2,476 $562K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -18.6% 2,470 $561K
bLong Financial, LLC 0.36% No change 2,450 $556K
Gold Investment Management Ltd. 0.15% Reduce -1.5% 2,433 $552K
Whittier Trust Co. 0.01% Reduce -4.1% 2,356 $548K
Everpar Advisors LLC 0.16% Add +8.8% 2,410 $547K
Cary Street Partners Investment Advisory LLC 0.11% Reduce -3.8% 2,410 $547K
Capital Analysts, LLC 0.01% Reduce -2.3% 2,405 $546K
AGH Wealth Advisors, LLC 0.34% Reduce -0.5% 2,400 $545K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -0.1% 2,399 $545K
Whalerock Point Partners, LLC 0.10% No change 2,398 $544K
44 Wealth Management LLC 0.18% Reduce -4.8% 2,383 $541K
Soltis Investment Advisors LLC 0.03% Add +43.1% 2,362 $536K
Rothschild Wealth LLC 0.04% Add +0.9% 2,353 $534K
Advisor OS, LLC 0.04% Reduce -7.0% 2,339 $531K
Strategic Investment Advisors / MI 0.03% Add +1.7% 2,331 $529K
Severin Investments, LLC 0.40% New 2,329 $529K
Clear Wave Wealth Management LLC 0.12% Add +2.6% 2,327 $528K
Planned Solutions, Inc. 0.15% Add +0.8% 2,326 $528K
Keebeck Wealth Management 0.05% Add +30.1% 2,324 $527K
Wealth Science Advisors LLC 0.23% Add +17.6% 2,316 $526K
Smith, Moore & Co. 0.03% Add +11.7% 2,313 $525K
Parkwoods Wealth Partners, LLC 0.08% New 2,306 $523K
Caerus Investment Advisors, LLC 0.18% Reduce -7.7% 2,302 $522K
MTM Investment Management, LLC 0.15% No change 2,300 $522K
Barnes Pettey Financial Advisors, LLC 0.16% No change 2,277 $517K
RCW Management, LLC 0.46% Reduce -15.8% 2,265 $514K
Income Insurance Ltd 0.30% Add +9.8% 2,248 $510K
Childress Capital Advisors, LLC 0.08% Reduce -21.9% 2,245 $510K
AlTi Global, Inc. 0.01% Add +38.0% 2,243 $509K
Parkside Financial Bank & Trust 0.03% Add +9.8% 2,233 $507K
Index Technologies Group LLC 0.40% Reduce -7.2% 2,229 $506K
Advisors Capital Management, LLC 0.01% Add +30.4% 2,221 $504K
Portfolio Resources Advisor Group, Inc. 0.43% Reduce -0.6% 2,218 $503K
Shelton Wealth Management, LLC 0.20% Add +0.3% 2,216 $503K
Basecamp Wealth Advisors LLC 0.09% No change 2,213 $502K
Mission Financial Group, LLC 0.42% — 2,211 $502K
Third View Private Wealth, LLC 0.06% New 2,210 $502K
Circle Wealth Management, LLC 0.01% Add +2.6% 2,210 $502K
Foster Group, Inc. 0.01% Add +5.7% 2,194 $498K
SmartHarvest Portfolios, LLC 0.16% Add +5.6% 2,193 $498K
Painted Porch Advisors LLC 0.22% No change 2,189 $497K
Modera Wealth Management, LLC 0.01% Add +0.9% 2,183 $496K
Moss Adams Wealth Advisors LLC 0.03% Reduce -1.7% 2,183 $495K
Pflug Koory, LLC 0.20% Reduce -0.7% 2,174 $493K
Itau Unibanco Holding S.A. 0.01% New 2,166 $492K
Foundations Investment Advisors, LLC 0.01% Add +32.6% 2,159 $490K
Accent Capital Management, LLC 0.21% New 2,158 $490K
Burke & Herbert Bank & Trust Co. 0.12% No change 2,156 $489K
Capital Advisors Wealth Management, LLC 0.06% Add +0.3% 2,144 $487K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +1071.4% 2,132 $484K
Gateway Investment Advisers LLC 0.00% Reduce -36.6% 2,131 $484K
Chicago Partners Investment Group LLC 0.01% Reduce -1.8% 1,944 $480K
Segment Wealth Management, LLC 0.02% Add +19.2% 2,101 $477K
Bluespring Wealth Management, LLC 0.01% Add +3.8% 2,098 $476K
Phillips Wealth Planners LLC 0.35% Reduce -0.5% 1,992 $473K
Bridgewater Advisors Inc. 0.03% Add +4.1% 2,069 $472K
Monument Capital Management 0.09% Reduce -1.5% 2,077 $471K
Values Added Financial LLC 0.17% Add +11.2% 2,074 $471K
Pure Financial Advisors, LLC 0.01% Add +39.7% 2,074 $471K
Woodmont Investment Counsel LLC 0.03% No change 2,071 $470K
Mystic Asset Management, Inc. 0.10% Reduce -2.4% 2,065 $469K
Cullinan Associates Inc. 0.04% Reduce -9.2% 2,065 $469K
Dickmeyer Boyce Financial Management, Inc. 0.24% Reduce -0.2% 2,062 $468K
Sagewood Asset Management LP 0.11% New 2,048 $465K
Quent Capital, LLC 0.03% Reduce -1.7% 2,048 $465K
Purpose Unlimited Inc. 0.02% No change 2,036 $462K
Tempo Wealth, LLC 0.07% Add +0.6% 2,034 $462K
Abel Hall, LLC 0.08% Add +17.7% 2,031 $461K
Corient IA LP 0.42% No change 2,030 $461K
Prudent Man Advisors, LLC 0.11% Add +4.2% 2,030 $461K
Guyasuta Investment Advisors Inc. 0.02% No change 2,024 $459K
Safe Harbor Family Capital, LLC 0.31% No change 2,016 $458K
Gross & Hartman Investments LLC 0.20% No change 2,016 $458K
SMART Wealth LLC 0.10% New 2,010 $456K
Blue Fin Capital, Inc. 0.07% Reduce -8.5% 2,009 $456K
Hardy Reed LLC 0.03% Add +1.7% 2,003 $455K
C2C Wealth Management, LLC 0.36% No change 2,000 $454K
Colter Lewis Investment Partners LLC 0.20% New 2,000 $454K
Cetera Trust Company, N.A 0.23% No change 1,990 $452K
Fisher Asset Management 0.00% Add +41.6% 1,983 $450K
Private Trust Co. NA 0.04% Add +7.6% 1,977 $449K
Wellspring Financial Advisors, LLC 0.03% Reduce -0.1% 1,967 $446K
Providence Financial Advisors, LLC 0.25% Add +0.4% 1,965 $446K
Commons Capital, LLC 0.31% Add +0.2% 1,957 $444K
New Republic Capital, LLC 0.10% Add +1.4% 1,956 $444K
Discipline Wealth Solutions, LLC 0.04% Add +1.8% 1,954 $443K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -1.1% 1,952 $443K
PCM Encore, LLC 0.08% Add +7.4% 1,945 $441K
Optas, LLC 0.06% Add +5.0% 1,944 $441K
Gryphon Financial Partners LLC 0.04% Reduce -0.5% 1,925 $437K
CYBER HORNET ETFs LLC 0.25% Add +1.7% 1,920 $436K
Regions Financial Corp. 0.00% Add +0.3% 1,909 $433K
Zions Bancorporation, National Association 0.03% Reduce -0.9% 1,898 $431K
Cornerstone Wealth Group, LLC 0.03% Add +8.0% 1,892 $429K
Colonial Trust Advisors 0.03% No change 1,892 $429K
Prosperity Financial Group, Inc. 0.13% Add +0.9% 1,873 $425K
Bullock Wealth Management Group 0.18% Add +0.2% 1,844 $425K
Perennial Investment Advisors, LLC 0.03% Add +23.9% 1,861 $422K
Financial Management Professionals, Inc. 0.04% Add +0.4% 1,855 $421K
Accurate Wealth Management, LLC 0.04% Reduce -1.2% 1,806 $418K
Krilogy Financial LLC 0.01% Reduce -2.3% 1,831 $416K
Rothschild Capital Partners, LLC 0.09% Add +0.3% 1,820 $413K
Trivium Point Advisory, LLC 0.04% Add +41.1% 1,810 $411K
Sompo Asset Management Co., Ltd. 0.07% New 1,810 $411K
Wealth Alliance, LLC 0.03% Add +2.1% 1,807 $410K
Asset One Wealth Management LLC 0.04% Add +45.7% 1,754 $409K
Focused Wealth Management, Inc 0.04% Add +17.6% 1,794 $407K
Diversified Enterprises, LLC 0.02% Add +3.8% 1,782 $404K
Cromwell Holdings LLC 0.18% No change 1,781 $404K
Sovran Advisors, LLC 0.03% Add +0.4% 1,642 $400K
Rothschild Investment LLC 0.01% Add +1.9% 1,755 $398K
Fortis Group Advisors, LLC 0.06% Reduce -4.1% 1,749 $397K
Sowell Financial Services LLC 0.01% Reduce -1.2% 1,749 $397K
SVB Wealth LLC 0.03% Add +1.3% 1,747 $397K
Regent Peak Wealth Advisors LLC 0.07% Add +2.3% 1,744 $396K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -2.3% 1,740 $395K
Cercano Management LLC 0.05% No change 1,736 $394K
Register Financial Advisors LLC 0.12% No change 1,734 $394K
Diversify Advisory Services, LLC 0.01% New 1,571 $390K
Diversify Wealth Management, LLC 0.01% Add +35.0% 1,571 $390K
Swiss Re Ltd. 0.04% Add +999.4% 1,704 $387K
Cooper Financial Group 0.03% Add +7.5% 1,703 $387K
Hunter Associates Investment Management LLC 0.04% Add +0.1% 1,704 $386K
Wealthcare Advisory Partners LLC 0.01% Reduce -21.1% 1,701 $386K
Fell Capital Management 0.33% No change 1,700 $386K
Lifeworks Advisors, LLC 0.04% Reduce -18.0% 1,699 $386K
Whipplewood Advisors, LLC 0.26% Reduce -15.4% 1,697 $385K
Edmond DE Rothschild Holding S.A. 0.01% New 1,696 $385K
Walter & Keenan Wealth Management LLC /in/ 0.10% Add +2.0% 1,694 $384K
Strategic Wealth Partners, Ltd. 0.02% Add +8.8% 1,687 $383K
Donaldson Capital Management, LLC 0.01% New 1,676 $380K
TRB Wealth Management, LLC 0.05% No change 1,672 $379K
Fulton Bank, N.A. 0.01% New 1,670 $379K
Natural Investments, LLC 0.08% Add +3.0% 1,673 $379K
International Assets Investment Management, LLC 0.02% Add +16.4% 1,644 $378K
Cambiar Investors LLC 0.02% No change 1,661 $377K
Leavell Investment Management, Inc. 0.01% No change 1,659 $377K
Main Street Financial Solutions, LLC 0.02% Reduce -8.4% 1,658 $376K
Delta Investment Management, LLC 0.06% Add +0.2% 1,657 $376K
Mechanics Bank Trust Department 0.05% Add +0.1% 1,651 $375K
OneAscent Financial Services LLC 0.02% Add +3.1% 1,651 $375K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -20.8% 1,644 $373K
Cahill Financial Advisors Inc. 0.04% Reduce -1.7% 1,640 $372K
RFG Advisory, LLC 0.01% Add +12.9% 1,640 $372K
Forum Financial Management, LP 0.00% Add +8.8% 1,630 $370K
Greenwood Capital Associates LLC 0.04% Add +1.6% 1,625 $369K
Stonebrook Private Inc. 0.07% Reduce -0.6% 1,619 $367K
Moody National Bank Trust Division 0.03% Reduce -5.0% 1,614 $366K
Clifford Swan Investment Counsel LLC 0.01% Reduce -3.6% 1,612 $366K
May Hill Capital, LLC 0.08% Reduce -4.9% 1,601 $363K
Procyon Advisors, LLC 0.02% Reduce -4.3% 1,600 $363K
Avestar Capital, LLC 0.02% Add +2.1% 1,596 $362K
Kathmere Capital Management, LLC 0.02% Add +17.4% 1,584 $360K
TFR Capital, LLC. 0.10% No change 1,550 $352K
True North Advisors, LLC 0.03% New 1,549 $352K
Onyx Bridge Wealth Group LLC 0.03% Reduce -0.1% 1,545 $351K
Dynamic Advisor Solutions LLC 0.01% Add +5.3% 1,541 $350K
New Covenant Trust Company, N.A. 0.26% New 1,540 $350K
Westside Investment Management, Inc. 0.05% No change 1,538 $349K
Trust Point Inc. 0.03% Reduce -5.4% 1,536 $349K
Guinness Asset Management LTD 0.01% Add +60.4% 1,535 $348K
Fortitude Advisory Group L.L.C. 0.13% No change 1,534 $348K
Uptick Partners, LLC 0.05% Add +1.2% 1,528 $347K
Challenger Wealth Management 0.26% Add +0.3% 1,526 $346K
Avantra Family Wealth, Inc. 0.22% New 1,520 $345K
Kohmann Bosshard Financial Services, LLC 0.03% No change 1,519 $345K
KCM Investment Advisors LLC 0.01% Reduce -8.3% 1,511 $343K
Middleton & Co. Inc. 0.04% No change 1,500 $340K
Northcape Wealth Management, LLC 0.09% Add +0.5% 1,494 $339K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 1,487 $338K
Courier Capital LLC 0.02% Reduce -0.1% 1,479 $336K
Cyndeo Wealth Partners, LLC 0.02% Add +6.8% 1,477 $335K
Park National Corp. 0.01% Add +2.2% 1,472 $334K
Verdence Capital Advisors LLC 0.02% Add +3.8% 1,467 $333K
Ninepoint Partners LP 0.03% No change 1,466 $333K
One Degree Advisors Inc 0.07% Add +0.1% 1,440 $331K
Kanawha Capital Management LLC 0.02% Add +15.6% 1,458 $331K
Fairscale Capital, LLC 0.20% No change 1,448 $329K
WealthShield Partners, LLC 0.05% Reduce -14.3% 1,446 $328K
Kane Investment Management, Inc. 0.14% Add +15.1% 1,441 $327K
Cambient Family Office, LLC 0.04% Reduce -9.5% 1,438 $326K
Bingham Private Wealth, LLC 0.22% Add +15.6% 1,436 $326K
Jackson Thornton Wealth Management, LLC 0.03% New 1,433 $325K
Lanark Financial, Inc. 0.02% Add +8.5% 1,430 $325K
Argent Advisors, Inc. 0.08% No change 1,429 $324K
3Chopt Investment Partners, LLC 0.06% Add +40.1% 1,423 $323K
InTrack Investment Management Inc 0.16% New 1,420 $322K
Moneta Group Investment Advisors LLC 0.00% Add +29.1% 1,419 $322K
Hexagon Capital Partners LLC 0.05% Add +24.0% 1,419 $322K
XML Financial, LLC 0.02% No change 1,417 $322K
Vectors Research Management, LLC 0.08% Reduce -0.1% 1,414 $321K
FourThought Financial Partners, LLC 0.02% Reduce -1.7% 1,411 $320K
Liberty Wealth Management LLC 0.04% No change 1,616 $320K
Hanson & Doremus Investment Management 0.03% No change 1,404 $319K
MV Capital Management, Inc. 0.03% Add +0.1% 1,400 $318K
Revolve Wealth Partners, LLC 0.03% Add +3.3% 1,392 $316K
Concorde Asset Management, LLC 0.18% Add +1.3% 1,384 $314K
Gateway Wealth Partners, LLC 0.02% Reduce -36.4% 1,383 $314K
Allen Capital Group, LLC 0.03% Add +4.9% 1,381 $313K
Welch & Forbes LLC 0.00% New 1,380 $313K
Old Port Advisors 0.06% Add +10.6% 1,378 $313K
McGowan Group Asset Management, Inc. 0.04% New 1,370 $311K
Drucker Wealth 3.0, LLC 0.05% Add +0.2% 1,362 $309K
Range Advisory, LLC 0.04% Reduce -5.0% 1,360 $309K
Aspire Private Capital, LLC 0.06% Add +0.1% 1,360 $309K
Aberdeen Wealth Management LLC 0.15% No change 1,350 $306K
Lafayette Investments, Inc. 0.06% Reduce -3.6% 1,349 $306K
Founders Financial Securities LLC 0.02% Reduce -7.9% 1,346 $305K
Oxford Financial Group, LTD. LLC 0.02% Reduce -0.6% 1,344 $305K
Beacon Financial Group 0.03% Add +5.1% 1,339 $304K
Cidel Asset Management Inc. 0.01% No change 1,336 $303K
Private Management Group Inc. 0.01% Add +0.4% 1,335 $303K
Bogart Wealth, LLC 0.01% Reduce -0.4% 1,323 $300K
Cornerstone Financial Management LLC 0.24% Add +3.5% 1,318 $299K
Stratos Investment Management, LLC 0.01% Add +6.6% 1,316 $299K
LeConte Wealth Management, LLC 0.16% New 1,316 $299K
49 Wealth Management, LLC 0.06% New 1,305 $296K
Alongside, LLC 0.06% — 1,305 $296K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -27.2% 1,306 $296K
Wharton Business Group, LLC 0.01% No change 1,300 $295K
Core Wealth Partners LLC 0.13% Add +0.4% 1,293 $293K
Financial Advisors Network, Inc. 0.04% Add +0.4% 1,274 $289K
Wright Wealth LLC 0.17% No change 1,273 $289K
Winthrop Advisory Group LLC 0.02% Add +24.7% 1,272 $289K
Mission Wealth Management, LP 0.00% New 1,267 $288K
TrustBank 0.10% No change 1,263 $287K
Anchyra Partners LLC 0.07% Add +1.0% 1,262 $286K
Centurion Wealth Management LLC 0.07% No change 1,260 $286K
Compass Wealth Management, LLC 0.11% No change 1,250 $284K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Reduce -1.9% 1,244 $282K
Relyea Zuckerberg Hanson LLC 0.02% Add +10.1% 1,242 $282K
Integrity Alliance, Llc. 0.01% Add +5.4% 1,241 $282K
Key Financial Inc 0.05% Add +0.7% 1,240 $281K
Greykasell Wealth Strategies, Inc. 0.10% Reduce -1.8% 1,234 $280K
Tradition Wealth Management, LLC 0.02% Add +6.8% 1,233 $280K
GSG Advisors LLC 0.06% Add +17.6% 1,230 $279K
Steigerwald, Gordon & Koch Inc. 0.03% No change 1,223 $278K
Balefire, LLC 0.05% New 1,220 $277K
Holderness Investments Co. 0.05% Reduce -4.0% 1,217 $276K
FLC Capital Advisors 0.05% No change 1,215 $276K
Wedgewood Investors Inc. 0.28% No change 1,211 $275K
Investment Advisory Services Inc. /TX 0.08% No change 1,210 $275K
Empower Advisory Group, LLC 0.00% Add +1.3% 1,210 $275K
Elite Life Management LLC 0.32% Reduce -0.4% 1,156 $274K
Certified Advisory Corp 0.02% Add +0.3% 1,203 $273K
Randall & Associates Wealth Management 0.17% New 1,203 $273K
Mattern Wealth Management LLC 0.04% No change 1,200 $272K
Jag Capital Management, LLC 0.03% Reduce -13.8% 1,200 $272K
Basso Capital Management, L.P. 0.07% New 1,193 $271K
Vantus Wealth LLC 0.15% — 1,192 $271K
Symphony Financial, Ltd. Co. 0.03% New 1,187 $270K
Keystone Financial Group 0.02% Reduce -64.0% 1,183 $269K
Silverlake Wealth Management LLC 0.05% Add +0.1% 1,178 $267K
AdvisorNet Financial, Inc 0.01% Add +1.8% 1,177 $267K
Van Cleef Asset Management,Inc 0.03% No change 1,172 $266K
TritonPoint Partners, LLC 0.02% New 1,171 $266K
Convergence Financial, LLC 0.02% No change 1,170 $266K
Renaissance Group LLC 0.01% No change 1,169 $265K
Hilltop Wealth Advisors, LLC 0.13% Add +1.9% 1,168 $265K
Advus Financial Partners, LLC 0.06% Reduce -2.8% 1,165 $264K
Ewa, LLC 0.05% Add +1.8% 1,161 $263K
StoryOne LLC 0.12% Add +0.0% 1,158 $263K
Haverford Trust Co 0.00% New 1,157 $263K
Bedel Financial Consulting, Inc. 0.03% No change 1,153 $262K
Hancock Whitney Corp. 0.00% Add +8.4% 1,152 $261K
Creative Capital Management Investments LLC 0.06% Add +4508.0% 1,152 $261K
Birch Hill Investment Advisors LLC 0.01% No change 1,152 $261K
Sterling Investment Advisors, Ltd. 0.04% No change 1,150 $261K
NorthRock Partners, LLC 0.00% Add +3.6% 1,146 $260K
Owl Creek Wealth Partners LLC 0.08% Add +1.3% 1,146 $260K
Warwick Investment Management, Inc. 0.03% No change 1,138 $258K
Successful Portfolios LLC 0.12% No change 1,113 $258K
Clark Capital Management Group, Inc. 0.00% Reduce -9.9% 1,126 $256K
Graves Light Lenhart Wealth, Inc. 0.02% No change 1,120 $254K
Parkway Wealth Management Group, LLC 0.03% Reduce -1.8% 1,119 $254K
WASHINGTON TRUST Co 0.01% Add +1.4% 1,115 $253K
Abacus Planning Group, Inc. 0.03% Add +2.6% 1,114 $253K
Bar Harbor Wealth Management 0.01% Reduce -8.2% 1,114 $253K
Intellus Advisors LLC 0.03% Reduce -2.8% 1,113 $253K
Aviso Wealth Management 0.09% Reduce -2.4% 1,112 $252K
Marshall Financial Group, LLC 0.04% Reduce -34.8% 1,108 $252K
Martingale Asset Management L P 0.01% No change 1,108 $251K
Victory Financial Group, LLC 0.03% New 1,107 $251K
Samalin Investment Counsel, LLC 0.08% Add +0.3% 1,101 $250K
Sivia Capital Partners, LLC 0.03% No change 1,099 $249K
Centiva Capital, LP 0.01% New 1,094 $248K
Choate Investment Advisors 0.00% No change 1,094 $248K
Storgate, LLC 0.05% New 1,088 $247K
First National Trust Co 0.01% No change 1,086 $246K
Collaborative Fund Advisors, LLC 0.14% New 1,076 $244K
Power Wealth Management LLC 0.08% New 1,076 $244K
Klingman & Associates, LLC 0.01% New 1,076 $244K
Curi Capital, LLC 0.00% Reduce -1.2% 1,072 $243K
Verus Capital Partners, LLC 0.01% New 1,070 $243K
Douglas Lane & Associates, LLC 0.00% Add +4.0% 1,067 $242K
Carter Financial Group, INC. 0.13% Reduce -2.1% 1,066 $242K
Nicolet Bankshares Inc. 0.01% New 1,036 $241K
City State Bank 0.06% No change 1,061 $241K
Westfuller Advisors, LLC 0.09% Reduce -1.0% 1,060 $241K
Moneco Advisors, LLC 0.01% Reduce -2.0% 1,060 $241K
Diversified Portfolios, Inc. 0.02% Add +3.2% 1,059 $240K
WealthTrust Asset Management, LLC 0.13% New 1,058 $240K
Quadrant Private Wealth Management, LLC 0.05% Reduce -20.8% 1,058 $240K
Intelligence Driven Advisers, LLC 0.04% New 1,055 $239K
1900 Wealth Management LLC 0.01% New 1,042 $237K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +5.4% 1,041 $236K
Magnus Financial Group LLC 0.02% New 1,040 $236K
Mayflower Financial Advisors, LLC 0.02% New 1,039 $236K
Crusonia Wealth Advisors LLC 0.04% Add +2.2% 1,039 $236K
Paradigm Asset Management Co. LLC 0.05% Reduce -89.6% 1,038 $236K
Norris Perne & French LLP 0.01% Add +0.1% 1,036 $235K
Stonebridge Financial Group, LLC 0.03% — 1,038 $235K
CacheTech Inc. 0.04% No change 1,031 $234K
Emprise Bank 0.09% No change 1,030 $234K
Virtue Capital Management, LLC 0.03% No change 1,030 $234K
Fielder Capital Group LLC 0.05% Add +1.2% 1,030 $234K
North Star Investment Management Corp. 0.01% Add +0.9% 1,030 $234K
Carmel Capital Partners, LLC 0.08% Reduce -0.6% 1,025 $233K
Seven Springs Wealth Group, LLC 0.05% No change 1,024 $232K
Capital Investment Advisory Services, LLC 0.01% Reduce -36.8% 1,018 $231K
Armor Investment Advisors, LLC 0.07% No change 1,013 $230K
BCS Private Wealth Management, Inc. 0.07% No change 1,013 $230K
Financial Designs Corp 0.12% Reduce -17.9% 1,005 $228K
First National Bank of Omaha 0.01% New 1,000 $228K
Birch Financial Group, LLC 0.12% Reduce -5.5% 1,002 $228K
Legacy Financial Independent Advisors LLC 0.11% New 1,000 $227K
Fortem Financial Group, LLC 0.05% New 1,000 $227K
Provident Investment Management, Inc. 0.02% New 1,000 $227K
Mill Capital Management, LLC 0.02% New 1,000 $227K
Community Trust & Investment Co. 0.01% New 1,000 $227K
Farallon Capital Management, L.L.C. 0.00% Reduce -99.5% 1,000 $227K
Ballast, Inc. 0.04% New 992 $225K
Earned Wealth Advisors, LLC 0.01% Reduce -23.8% 992 $225K
Beacon Financial Advisory LLC 0.04% New 990 $225K
Yoffe Investment Management, LLC 0.26% New 989 $224K
Samara Investment Management, LLC 0.21% New 989 $224K
Franchise GP Ltd 0.10% Add +120.0% 988 $224K
Bollard Group LLC 0.01% Add +0.3% 985 $224K
S-Bank Fund Management Ltd 0.03% New 984 $223K
Hengehold Capital Management LLC 0.02% New 981 $223K
Flagship Harbor Advisors, LLC 0.01% Reduce -3.2% 980 $223K
Avalon Capital Management 0.05% New 980 $222K
Paragon Private Wealth Management, LLC 0.06% New 979 $222K
Trilogy Capital Inc. 0.01% New 977 $222K
Werba Rubin Papier Wealth Management 0.03% New 976 $221K
Commerce Advisors, LLC 0.12% Reduce -11.8% 975 $221K
Family Capital Trust Co 0.07% Reduce -58.4% 974 $221K
Ponta Wealth Partners, LLC 0.12% New 972 $221K
RIA Advisory Group LLC 0.05% New 971 $220K
Turning Point Benefit Group, Inc. 0.09% New 970 $220K
Western Reserve Capital Management, LLC 0.16% New 968 $220K
Axis Wealth Partners, LLC 0.11% New 967 $220K
Jacobsen Capital Management 0.06% New 966 $219K
Client 1ST Advisory Group, LLC 0.06% New 964 $219K
Baring Financial LLC 0.12% New 963 $219K
Beacon Capital Management, LLC 0.03% New 958 $217K
Tanglewood Wealth Management, Inc. 0.02% New 957 $217K
Ethos Financial Group, LLC 0.01% New 900 $217K
Hixon Zuercher, LLC 0.06% New 954 $217K
SageView Advisory Group, LLC 0.01% New 953 $217K
McElhenny Sheffield Capital Management, LLC 0.05% New 952 $216K
Curated Wealth Partners LLC 0.03% New 951 $216K
Heritage Family Offices, LLP 0.08% New 950 $216K
Pacific Excel Wealth Advisors, Inc. 0.08% New 950 $216K
Confluence Wealth Services, Inc. 0.01% New 950 $216K
Chicago Capital, LLC 0.01% New 949 $215K
Tritonpoint Wealth, LLC 0.02% Reduce -15.8% 949 $215K
Kovack Advisors, Inc. 0.01% New 935 $215K
Ameriflex Group, Inc. 0.09% Add +2.3% 945 $214K
Hilltop Holdings Inc. 0.02% New 945 $214K
Phocas Financial Corp. 0.03% Reduce -9.2% 943 $214K
Thomasville National Bank 0.01% — 941 $214K
Pallas Capital Advisors LLC 0.01% New 939 $213K
Sunpointe, LLC 0.06% New 939 $213K
Motco 0.02% Reduce -2.9% 936 $212K
FDx Advisors, Inc. 0.06% New 936 $212K
Petix & Botte Co 0.04% New 932 $212K
Americana Partners, LLC 0.00% New 931 $211K
Scholtz & Company, LLC 0.11% New 930 $211K
Intergy Private Wealth, LLC 0.05% New 930 $211K
Granville Capital, Inc. 0.09% New 927 $210K
CM Wealth Advisors LLC 0.04% New 927 $210K
TriaGen Wealth Management LLC 0.05% New 925 $210K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Reduce -3.6% 925 $210K
Fiduciary Trust Co 0.00% New 924 $210K
Buckhead Capital Management LLC 0.07% New 924 $210K
Summit Wealth Group LLC / Co. 0.02% New 923 $210K
Scotia Capital Inc. 0.00% Reduce -15.9% 922 $209K
Princeton Global Asset Management LLC 0.03% Reduce -10.9% 920 $209K
Quad-Cities Investment Group, LLC 0.07% New 913 $207K
Sanchez Gaunt Capital Management, LLC 0.12% New 913 $207K
Kera Capital Partners, Inc. 0.02% New 906 $206K
Meridian Wealth Management, LLC 0.01% New 905 $205K
Traveka Wealth, LLC 0.07% New 904 $205K
Patrick M Sweeney & Associates, Inc. 0.12% New 900 $204K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% New 900 $204K
First Merchants Corp. 0.01% New 900 $204K
Harmony Asset Management LLC 0.05% Reduce -36.9% 898 $204K
Townsquare Capital LLC 0.04% New 895 $203K
Elyxium Wealth, LLC 0.02% New 886 $201K
Vicus Capital 0.01% New 885 $201K
Founders Financial Alliance, LLC 0.03% New 883 $200K
Cary Street Partners Financial LLC 0.00% Reduce -1.1% 875 $199K
WPG Advisers, LLC 0.12% Add +4.4% 871 $198K
Clearstead Trust, LLC 0.03% No change 871 $198K
Physician Wealth Advisors, Inc. 0.02% Add +3.1% 865 $196K
Global X Japan Co., Ltd. 0.01% Reduce -0.6% 859 $195K
Rosenberg Matthew Hamilton 0.04% No change 848 $192K
Manchester Capital Management LLC 0.03% Reduce -8.5% 846 $192K
First United Bank & Trust 0.05% Add +4.9% 839 $190K
Glen Eagle Advisors, LLC 0.02% Add +20.1% 838 $190K
Oslo Pensjonsforsikring AS 0.02% No change 833 $189K
Central Pacific Bank - Trust Division 0.02% Reduce -8.3% 831 $189K
Vanguard National Trust Co 0.01% No change 828 $188K
HM Payson & Co. 0.00% No change 811 $184K
CVA Family Office, LLC 0.02% Reduce -0.3% 793 $180K
Munich Reinsurance Co Stock Corp in Munich 0.00% Reduce -39.8% 787 $179K
GHP Investment Advisors, Inc. 0.01% No change 776 $176K
Barnes Dennig Private Wealth Management LLC 0.14% Reduce -2.8% 769 $175K
HHM Wealth Advisors, LLC 0.02% Add +5.3% 760 $172K
Means Investment Co., Inc. 0.01% Add +0.1% 742 $168K
Centennial Bank 0.05% No change 740 $168K
MCF Advisors LLC 0.01% Add +26.5% 735 $167K
CDKV Holdings LLC 0.13% No change 708 $161K
Essential Partners LLC 0.07% No change 707 $160K
Cape Investment Advisory, Inc. 0.04% New 696 $158K
Flagship Wealth Advisors, LLC 0.03% Reduce -5.6% 675 $153K
Institute for Wealth Management, LLC. 0.01% New 671 $152K
Wiser Advisor Group LLC 0.16% Add +0.3% 661 $150K
Stelac Advisory Services LLC 0.03% Add +27.1% 657 $149K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 650 $148K
Colonial Trust Co / SC 0.02% Reduce -0.3% 637 $145K
Eastern Bank 0.00% No change 630 $143K
Silver Grove Financial Group, Inc. 0.08% New 622 $141K
Dauntless Investment Group, LLC 0.24% New 619 $140K
Deseret Mutual Benefit Administrators 0.05% Reduce -13.2% 611 $139K
Orion Capital Management LLC 0.04% No change 606 $138K
Cullen/Frost Bankers, Inc. 0.00% Add +8.4% 603 $137K
Webster Bank, N. A. 0.01% Reduce -14.3% 600 $136K
Certuity, LLC 0.01% Reduce -1.5% 597 $136K
Creative Financial Designs Inc. 0.01% No change 589 $134K
Wilkerson Advisory Group LLC 0.04% Reduce -65.1% 578 $131K
MeadowBrook Investment Advisors LLC 0.10% No change 574 $130K
Bank & Trust Co 0.08% No change 550 $125K
Pinnacle Bancorp, Inc. 0.03% Add +22.2% 550 $125K
Ares Financial Consulting, LLC 0.09% No change 545 $124K
Valley National Advisers Inc. 0.01% Add +0.6% 531 $121K
Bayforest Capital Ltd 0.11% New 524 $119K
Versant Capital Management, Inc 0.01% Reduce -42.7% 516 $117K
Meeder Asset Management Inc. 0.01% Add +48200.0% 483 $110K
Catalyst Capital Advisors LLC 0.00% Reduce -1.5% 468 $106K
JNBA Financial Advisors 0.01% Add +129.0% 458 $104K
Indiana Trust & Investment Management Co 0.03% No change 450 $102K
Acropolis Investment Management, LLC 0.00% New 450 $102K
Sit Investment Associates Inc. 0.00% Reduce -49.1% 450 $102K
Evolution Wealth Management Inc. 0.06% Add +76.0% 447 $101K
Trust Co. of Vermont 0.00% — 447 $101K
GW&K Investment Management, LLC 0.00% Reduce -1.1% 440 $100K
Burk Holdings LLC 0.04% Reduce -0.5% 437 $99K
Optiver Holding B.V. 0.00% New 432 $98K
Salomon & Ludwin, LLC 0.01% No change 419 $96K
Richardson Financial Services Inc. 0.05% Add +3.7% 416 $94K
Keating Financial Advisory Services, Inc. 0.01% Add +34.6% 416 $94K
SHP Wealth Management 0.01% Add +258.3% 412 $94K
Avalon Trust Co 0.01% No change 412 $94K
Fourth Dimension Wealth, LLC 0.03% Add +270.3% 411 $93K
Tiaa Trust, National Association 0.01% Reduce -7.5% 410 $93K
Wellington-Altus USA Inc. 0.07% No change 465 $92K
Riverview Trust Co 0.11% No change 400 $91K
Mechanics Financial Corp 0.03% No change 400 $91K
Compass Financial Management LLC 0.01% — 390 $90K
Phillip James Consulting Co. 0.06% New 374 $85K
Capital Advisors, Ltd. LLC 0.01% Add +3.1% 368 $84K
Copia Wealth Management 0.05% No change 369 $84K
Bruce G. Allen Investments, LLC 0.05% Reduce -0.8% 368 $84K
Bell Investment Advisors, Inc 0.01% Reduce -3.9% 368 $84K
Atlas Capital Advisors Inc. 0.01% No change 366 $83K
Anchor Investment Management, LLC 0.01% Add +4.3% 366 $83K
Caldwell Trust Co 0.01% No change 361 $82K
Fiduciary Financial Advisors 0.01% New 362 $81K
Dnca Finance 0.00% New 350 $79K
Silvant Capital Management LLC 0.00% No change 348 $79K
Loomis Sayles & Co. L P 0.00% Add +4.8% 346 $79K
N.E.W. Advisory Services LLC 0.01% Add +60.9% 341 $77K
Cornerstone Planning Group LLC 0.01% Reduce -0.9% 314 $77K
Piscataqua Savings Bank 0.05% No change 338 $77K
Golden State Wealth Management, LLC 0.01% Reduce -50.5% 329 $75K
JPL Wealth Management, LLC 0.01% Add +4.8% 328 $74K
Cassaday & Co Wealth Management LLC 0.00% Reduce -3.8% 327 $74K
Rossby Financial, LCC 0.01% Reduce -21.7% 325 $74K
Private Wealth Asset Management, LLC 0.01% Reduce -17.9% 322 $73K
West Financial Advisors, LLC 0.01% No change 320 $73K
Prosperity Bancshares Inc 0.05% Reduce -8.2% 315 $71K
Aventura Private Wealth, LLC 0.02% Add +6200.0% 315 $71K
Asset Dedication, LLC 0.00% Add +1.6% 315 $71K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -2.9% 301 $68K
Fortitude Family Office, LLC 0.01% Add +2.7% 300 $68K
IAG Wealth Partners, LLC 0.01% No change 300 $68K
WestEnd Advisors, LLC 0.00% Reduce -61.5% 295 $67K
Kemnay Advisory Services Inc. 0.01% Add +1.1% 284 $64K
Entrust Financial LLC 0.04% No change 280 $64K
True Wealth Design, LLC 0.01% Reduce -5.2% 276 $63K
Dunhill Financial, LLC 0.01% Add +17.8% 271 $62K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5.9% 270 $61K
Manitou Investment Management Ltd. 0.01% No change 270 $61K
Southern Michigan Bank & Trust 0.02% No change 265 $60K
StrongBox Wealth, LLC 0.02% New 250 $57K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Add +222.1% 248 $56K
Signature Equity Partners, LLC 0.03% Reduce -8.4% 241 $55K
Planning Strategies Inc. 0.03% — 241 $55K
Hughes Financial Services, LLC 0.01% Add +16.4% 241 $55K
Grove Bank & Trust 0.01% No change 240 $54K
Salem Investment Counselors Inc. 0.00% No change 231 $52K
Truvestments Capital LLC 0.01% Add +0.4% 227 $51K
Gill Capital Partners, LLC 0.01% No change 220 $50K
First Command Advisory Services, Inc. 0.00% Reduce -41.2% 218 $49K
Dynamic Wealth Strategies, LLC 0.03% Reduce -28.4% 217 $49K
Kingdom Financial Group LLC. 0.01% Reduce -13.3% 215 $49K
Joseph Group Capital Management 0.01% Add +84.5% 214 $49K
Morse Asset Management, Inc 0.01% No change 211 $48K
Raffa Wealth Management, LLC 0.01% Add +28.6% 207 $47K
Broadwater Capital Management LLC 0.03% No change 200 $45K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% No change 200 $45K
Global Trust Asset Management, LLC 0.01% No change 200 $45K
Nemes Rush Group LLC 0.00% No change 200 $45K
Financial Perspectives, Inc 0.01% Reduce -11.7% 197 $45K
Roxbury Financial LLC 0.04% No change 196 $44K
Smallwood Wealth Investment Management, LLC 0.02% Reduce -5.8% 195 $44K
Frazier Financial Advisors, LLC 0.02% No change 189 $43K
Financial Consulate, Inc. 0.00% Add +1.1% 188 $43K
S&T Bank 0.01% Add +44.6% 188 $43K
Quest 10 Wealth Builders, Inc. 0.03% No change 184 $42K
Allied Private Wealth LLC 0.03% — 177 $41K
Bank of New Hampshire 0.01% No change 182 $41K
West Paces Advisors Inc. 0.01% New 181 $41K
Hazlett, Burt & Watson, Inc. 0.01% No change 182 $41K
Hilton Head Capital Partners, LLC 0.02% Reduce -41.4% 177 $40K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 176 $40K
Bellevue Asset Management, LLC 0.02% Add +0.6% 174 $39K
Marquette Asset Management, LLC 0.01% Reduce -1.7% 173 $39K
Sittner & Nelson, LLC 0.01% No change 171 $39K
Acadian Asset Management LLC 0.00% Reduce -99.3% 169 $38K
Highline Wealth Partners LLC 0.01% Add +13.6% 167 $38K
Summit Securities Group LLC 0.01% Add +42.6% 164 $37K
NBT Bank, N.A. 0.00% Add +0.6% 163 $37K
High Note Wealth, LLC 0.01% Add +14.9% 162 $37K
IMA Advisory Services, Inc. 0.00% Add +10.9% 153 $35K
Park Place Capital Corp 0.01% No change 152 $34K
Avion Wealth 0.01% Add +1.4% 150 $34K
Solstein Capital, LLC 0.01% No change 148 $34K
Albion Financial Group 0.00% Reduce -20.4% 148 $34K
Evermay Wealth Management LLC 0.00% Add +5.1% 144 $33K
Armstrong Advisory Group, Inc. 0.00% No change 143 $32K
Hager Investment Management Services, LLC 0.01% Reduce -0.7% 141 $32K
Covestor Ltd 0.02% Reduce -61.8% 142 $32K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 139 $32K
New England Capital Financial Advisors LLC 0.01% No change 136 $31K
Financial Network Wealth Advisors LLC 0.03% Add +4.7% 133 $30K
Ogorek Anthony Joseph /NY/ 0.01% No change 135 $30K
Kilter Group LLC 0.01% Add +6.7% 127 $29K
Ascentis Wealth Management, LLC 0.00% Reduce -89.4% 126 $29K
Sfam, LLC 0.02% No change 125 $28K
Smithfield Trust Co 0.00% No change 121 $28K
Buck Wealth Strategies, LLC 0.00% New 120 $27K
Bare Financial Services, Inc 0.01% Add +58.1% 117 $27K
Independence Bank of Kentucky 0.00% Reduce -75.4% 116 $26K
Bartlett & Co. Wealth Management LLC 0.00% Add +39.8% 116 $26K
Coston, McIsaac & Partners 0.01% No change 115 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% New 113 $26K
Vision Financial Markets LLC 0.02% Add +0.9% 112 $26K
NFSG Corp 0.00% Reduce -47.1% 111 $25K
Wolff Wiese Magana LLC 0.01% No change 105 $24K
Robinswood Financial LLC 0.01% No change 102 $23K
Sunrise Financial Services, LLC 0.01% No change 100 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $23K
Towne Trust Company, N.A 0.01% New 100 $23K
Barrett & Company, Inc. 0.01% No change 100 $23K
West Branch Capital LLC 0.01% New 100 $23K
Perkins Coie Trust Co 0.00% No change 100 $23K
Downshift Financial, LLC 0.01% New 98 $22K
Kentucky Trust Co 0.01% No change 97 $22K
Quarry LP 0.00% New 96 $22K
Winch Advisory Services, LLC 0.00% No change 95 $22K
Crewe Advisors LLC 0.00% Add +63.6% 90 $20K
University of Texas/Texas Am Investment Management Co. 0.00% No change 85 $19K
Citizens National Bank Trust Department 0.00% No change 83 $19K
Hollencrest Capital Management 0.00% Reduce -62.3% 81 $18K
Premier Financial Group 0.00% New 80 $18K
Providence Capital Advisors, LLC 0.00% New 79 $18K
Reyes Financial Architecture, Inc. 0.01% No change 78 $18K
Heritage Wealth Advisors 0.00% No change 77 $17K
Measured Wealth Private Client Group, LLC 0.00% No change 75 $17K
Arlington Trust Co LLC 0.00% No change 75 $17K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 73 $17K
Marshall Investment Management, LLC 0.01% New 68 $15K
EFG International AG 0.00% Add +3.0% 68 $15K
Simplex Trading, LLC 0.00% New 67 $15K
Collier Financial 0.01% Reduce -79.0% 64 $14K
SouthState Bank Corp 0.00% Add +14.8% 62 $14K
Synergy Investment Management, LLC 0.00% Add +307.1% 57 $14K
Guinness Atkinson Asset Management Inc 0.01% No change 60 $14K
Birchbrook, Inc. 0.01% Add +1.7% 60 $14K
Strengthening Families & Communities, LLC 0.00% New 58 $13K
Delos Wealth Advisors, LLC 0.01% New 57 $13K
Principia Wealth Advisory, LLC 0.01% Add +26.7% 57 $13K
Pacifica Partners Inc. 0.00% No change 54 $13K
Aspect Partners, LLC 0.00% Reduce -15.4% 55 $12K
Abound Wealth Management 0.00% Reduce -51.4% 53 $12K
IMG Wealth Management, Inc. 0.01% Add +85.7% 52 $12K
Elevation Wealth Partners, LLC 0.00% No change 51 $12K
VSM Wealth Advisory, LLC 0.00% No change 50 $11K
Horizon Financial Services, LLC 0.00% Add +19.5% 49 $11K
PFS Partners, LLC 0.00% No change 49 $11K
RHL Group, LLC 0.01% Add +7.1% 45 $10K
Clark Wealth Partners 0.01% Add +4.7% 45 $10K
Triumph Capital Management 0.00% Add +9.8% 45 $10K
Leonteq Securities AG 0.00% Reduce -64.0% 45 $10K
Centerpoint Advisors, LLC 0.00% No change 42 $10K
Wilmington Savings Fund Society, FSB 0.00% Reduce -50.6% 43 $10K
Strategic Advocates LLC 0.04% No change 41 $9K
Carolina Wealth Advisors, LLC 0.00% No change 39 $9K
HighMark Wealth Management LLC 0.00% Reduce -4.9% 39 $9K
Investment Counsel Co. of Nevada 0.02% New 37 $8K
Activest Wealth Management 0.00% Reduce -12.2% 36 $8K
TFC Financial Management, Inc. 0.00% Add +13.3% 34 $8K
Millstone Evans Group, LLC 0.00% Add +47.8% 34 $8K
American Capital Advisory, LLC 0.00% Add +30.8% 34 $8K
Private Wealth Management Group, LLC 0.00% No change 34 $8K
Stance Capital LLC 0.00% No change 33 $7K
Addison Advisors LLC 0.00% Reduce -40.7% 32 $7K
DT Investment Partners, LLC 0.00% No change 32 $7K
Lodestone Wealth Management LLC 0.00% No change 32 $7K
TD Capital Management LLC 0.00% No change 31 $7K
NBH Bank 0.00% — 30 $7K
WealthCollab, LLC 0.00% No change 29 $7K
Nvwm, LLC 0.00% Add +13.0% 26 $6K
Crews Bank & Trust 0.00% No change 26 $6K
Murphy & Mullick Capital Management Corp 0.00% Add +2400.0% 25 $6K
Nova Wealth Management, Inc. 0.00% No change 25 $6K
Rialto Wealth Management, LLC 0.00% Add +27.8% 23 $5K
BOK Financial Private Wealth, Inc. 0.00% New 23 $5K
1 North Wealth Services LLC 0.00% New 23 $5K
SOA Wealth Advisors, LLC. 0.00% Reduce -56.5% 4,517 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 20 $4K
Davis Capital Management 0.00% Add +216.7% 19 $4K
Quaker Wealth Management, LLC 0.00% No change 18 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 18 $4K
Point Nemo Capital, LLC 0.00% New 17 $4K
Duncker Streett & Co. Inc. 0.00% No change 17 $4K
Y.D. More Investments Ltd 0.00% Reduce -22.7% 17 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 19 $4K
MidFirst Bank 0.00% No change 16 $4K
Redwood Park Advisors LLC 0.00% No change 15 $3K
Boyd Watterson Asset Management LLC 0.00% No change 15 $3K
Banque Cantonale Vaudoise 0.00% Reduce -51.9% 13,663 $3K
RMG Wealth Management LLC 0.00% No change 13 $3K
Signature Resources Capital Management, LLC 0.00% No change 12 $3K
Clean Yield Group 0.00% No change 11 $2K
Raleigh Capital Management Inc. 0.00% No change 10 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 10 $2K
JDM Financial Group LLC 0.00% No change 10 $2K
1015 Capital Partners, LLC 0.00% No change 9 $2K
Lloyd Advisory Services, LLC. 0.00% Reduce -96.4% 9 $2K
United Community Bank 0.00% No change 9 $2K
Cedar Mountain Advisors, LLC 0.00% No change 9 $2K
Basepoint Wealth LLC 0.00% No change 8 $2K
DecisionPoint Financial, LLC 0.00% No change 8 $2K
Silicon Valley Capital Partners 0.00% No change 8 $2K
Mascoma Wealth Management LLC 0.00% Add +14.3% 8 $2K
Provenance Wealth Advisors, LLC 0.00% New 8 $2K
Godfrey Financial Associates, Inc. 0.00% No change 7 $2K
Stone House Investment Management, LLC 0.00% Add +40.0% 7 $2K
GoalVest Advisory LLC 0.00% New 6 $1K
Tidemark, LLC 0.00% No change 6 $1K
Plante Moran Financial Advisors, LLC 0.00% New 6 $1K
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $1K
Mosley Wealth Management 0.00% New 5 $1K
Morton Brown Family Wealth, LLC 0.00% New 5 $1K
Financial Gravity Companies, Inc. 0.00% — 5 $1K
Noble Wealth Management PBC 0.00% New 4 $908
Costello Asset Management, INC 0.00% New 4 $908
Trust Co 0.00% No change 4 $908
Hoey Investments, Inc. 0.00% New 4 $908
Cordant, Inc. 0.00% New 3 $786
Hurley Capital, LLC 0.00% New 3 $683
Game Plan Financial Advisors, LLC 0.00% New 3 $681
Breakwater Investment Management 0.00% No change 3 $681
Trifecta Capital Advisors, LLC 0.00% New 3 $681
Caitong International Asset Management Co., Ltd 0.00% New 3 $681
3 Factor Indexing, LLC 0.00% No change 2 $454
Freestone Grove Partners LP 0.00% New 2 $454
Medallion Wealth Advisors, LLC 0.00% New 1 $227
Highland Investment Advisors LLC 0.00% — 1 $227
LM Advisors LLC 0.00% New 902 $205

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