13F QoQ Ownership Changes
A Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 210 new · 344 added · 574 reduced · 92 exited
New Positions(210)
Added To(344)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cantillon Capital Management LLC | 9,435,497 | +6,343,352 | $1.14B | +$745.3M | 205.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14,147,601 | +1,713,216 | $1.93B | +$329.1M | 13.8% |
| VANGUARD GROUP INC | 34,105,783 | +67,117 | $4.64B | +$271.9M | 0.2% |
| Qube Research & Technologies Ltd | 2,140,442 | +1,319,972 | $291.2M | +$185.9M | 160.9% |
| Bank of New York Mellon Corp | 2,857,820 | +845,688 | $388.9M | +$130.6M | 42.0% |
| Balyasny Asset Management L.P. | 1,412,535 | +928,821 | $192.2M | +$130.1M | 192.0% |
| MORGAN STANLEY | 5,041,881 | +692,202 | $686.0M | +$127.8M | 15.9% |
| STATE STREET CORP | 12,681,792 | +241,029 | $1.73B | +$125.8M | 1.9% |
| Invesco Ltd. | 2,590,715 | +627,804 | $352.5M | +$100.6M | 32.0% |
| GOLDMAN SACHS GROUP INC | 3,083,977 | +554,690 | $419.6M | +$95.0M | 21.9% |
| NORGES BANK | 4,035,849 | +924,456 | $549.2M | +$87.2M | 29.7% |
| JANE STREET GROUP, LLC | 1,018,703 | +525,520 | $138.6M | +$75.3M | 106.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 919,383 | +494,006 | $125.1M | +$70.5M | 116.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 7,425,861 | +25,139 | $1.01B | +$60.5M | 0.3% |
| Schonfeld Strategic Advisors LLC | 396,145 | +386,340 | $53.9M | +$52.6M | 3940.2% |
| BNP PARIBAS FINANCIAL MARKETS | 844,223 | +337,210 | $117.0M | +$49.9M | 66.5% |
| Man Group plc | 787,385 | +276,697 | $107.1M | +$41.6M | 54.2% |
| JENNISON ASSOCIATES LLC | 606,316 | +279,759 | $82.5M | +$40.6M | 85.7% |
| TUDOR INVESTMENT CORP ET AL | 306,749 | +287,349 | $41.7M | +$39.2M | 1481.2% |
| Ilex Capital Partners (UK) LLP | 882,549 | +249,772 | $120.1M | +$38.9M | 39.5% |
| Walleye Capital LLC | 450,236 | +235,987 | $61.3M | +$33.8M | 110.1% |
| Squarepoint Ops LLC | 259,912 | +243,451 | $35.4M | +$33.3M | 1479.0% |
| BANK OF AMERICA CORP /DE/ | 1,371,774 | +150,932 | $186.7M | +$30.0M | 12.4% |
| DIMENSIONAL FUND ADVISORS LP | 1,923,541 | +115,161 | $261.8M | +$29.7M | 6.4% |
| CITADEL ADVISORS LLC | 810,399 | +164,636 | $110.3M | +$27.4M | 25.5% |
| ALLIANCEBERNSTEIN L.P. | 969,646 | +154,293 | $131.9M | +$27.3M | 18.9% |
| TWO SIGMA INVESTMENTS, LP | 265,374 | +191,656 | $36.1M | +$26.6M | 260.0% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 366,515 | +173,146 | $49.9M | +$25.1M | 89.5% |
| Swedbank AB | 332,316 | +168,296 | $45.2M | +$24.2M | 102.6% |
| MACKENZIE FINANCIAL CORP | 1,023,271 | +84,601 | $140.5M | +$20.1M | 9.0% |
| JPMORGAN CHASE & CO | 2,275,841 | +18,861 | $309.7M | +$20.0M | 0.8% |
| PARNASSUS INVESTMENTS, LLC | 580,939 | +120,483 | $79.0M | +$19.9M | 26.2% |
| Quantinno Capital Management LP | 382,239 | +131,756 | $52.0M | +$19.9M | 52.6% |
| UBS Group AG | 981,075 | +90,232 | $133.5M | +$19.2M | 10.1% |
| STRS OHIO | 142,026 | +135,212 | $19.3M | +$18.5M | 1984.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,821,005 | +26,998 | $247.8M | +$17.5M | 1.5% |
| PANAGORA ASSET MANAGEMENT INC | 380,494 | +110,667 | $51.8M | +$17.1M | 41.0% |
| Gotham Asset Management, LLC | 157,981 | +115,182 | $21.5M | +$16.0M | 269.1% |
| LAZARD ASSET MANAGEMENT LLC | 772,352 | +71,621 | $105.1M | +$15.2M | 10.2% |
| Walleye Trading LLC | 169,036 | +103,074 | $23.0M | +$14.5M | 156.3% |
| FMR LLC | 1,151,549 | +33,264 | $156.7M | +$13.2M | 3.0% |
| Aquatic Capital Management LLC | 144,034 | +90,433 | $19.6M | +$12.7M | 168.7% |
| Engineers Gate Manager LP | 109,113 | +89,264 | $14.8M | +$12.3M | 449.7% |
| STEADFAST CAPITAL MANAGEMENT LP | 452,309 | +60,300 | $61.5M | +$11.2M | 15.4% |
| NATIXIS | 136,059 | +78,779 | $18.5M | +$11.2M | 137.5% |
| ENVESTNET ASSET MANAGEMENT INC | 655,249 | +47,335 | $89.2M | +$11.1M | 7.8% |
| Candriam S.C.A. | 913,083 | +30,853 | $124.2M | +$11.0M | 3.5% |
| Trexquant Investment LP | 191,100 | +70,693 | $26.0M | +$10.5M | 58.7% |
| CREDIT AGRICOLE S A | 165,436 | +61,752 | $22.5M | +$9.2M | 59.5% |
| FIRST TRUST ADVISORS LP | 695,957 | +29,308 | $94.7M | +$9.1M | 4.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 599,581 | +24,687 | $82.7M | +$8.9M | 4.3% |
| CITIGROUP INC | 289,162 | +43,481 | $39.3M | +$7.8M | 17.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 848,432 | +9,069 | $115.4M | +$7.7M | 1.1% |
| BARCLAYS PLC | 721,865 | +9,104 | $85.2M | -$6.3M | 1.3% |
| Russell Investments Group, Ltd. | 597,095 | +10,470 | $81.3M | +$6.1M | 1.8% |
| Sone Capital Management, LLC | 95,662 | +41,326 | $13.0M | +$6.0M | 76.0% |
| Fenimore Asset Management Inc | 594,972 | +8,472 | $81.0M | +$5.7M | 1.4% |
| Jefferies Financial Group Inc. | 120,784 | +36,993 | $16.4M | +$5.7M | 44.1% |
| RAYMOND JAMES FINANCIAL INC | 451,590 | +16,122 | $61.4M | +$5.6M | 3.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 40,337 | +4,732 | $5.5M | +$5.5M | 13.3% |
| BANK OF MONTREAL /CAN/ | 293,388 | +24,126 | $39.9M | +$5.4M | 9.0% |
| Pacific Heights Asset Management LLC | 150,000 | +30,000 | $20.4M | +$5.0M | 25.0% |
| SUMMITRY LLC | 623,513 | +45 | $84.8M | +$4.8M | 0.0% |
| Erste Asset Management GmbH | 146,509 | +27,237 | $20.0M | +$4.7M | 22.8% |
| LPL Financial LLC | 150,503 | +27,010 | $20.5M | +$4.6M | 21.9% |
| Quantbot Technologies LP | 34,635 | +33,827 | $4.7M | +$4.6M | 4186.5% |
| MML INVESTORS SERVICES, LLC | 59,903 | +31,348 | $8.2M | +$4.5M | 109.8% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 202,742 | +20,750 | $27.6M | +$4.2M | 11.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 218,735 | +18,812 | $29.8M | +$4.1M | 9.4% |
| CIBC Asset Management Inc | 66,544 | +26,698 | $9.1M | +$3.9M | 67.0% |
| JUPITER ASSET MANAGEMENT LTD | 499,093 | +340 | $67.9M | +$3.9M | 0.1% |
| PEAK6 LLC | 33,876 | +26,884 | $4.6M | +$3.8M | 384.5% |
| AlphaQuest LLC | 28,484 | +27,691 | $3.9M | +$3.8M | 3491.9% |
| Magnetar Financial LLC | 41,347 | +24,832 | $5.6M | +$3.5M | 150.4% |
| ASSETMARK, INC | 234,275 | +12,984 | $31.9M | +$3.5M | 5.9% |
| AVIVA PLC | 237,980 | +12,263 | $32.4M | +$3.4M | 5.4% |
| PRINCIPAL FINANCIAL GROUP INC | 339,857 | +6,101 | $46.2M | +$3.4M | 1.8% |
| Focus Partners Wealth | 125,986 | +18,951 | $17.1M | +$3.4M | 17.7% |
| NATIONAL BANK OF CANADA /FI/ | 252,650 | +8,819 | $34.4M | +$3.1M | 3.6% |
| Jump Financial, LLC | 25,666 | +21,902 | $3.5M | +$3.0M | 581.9% |
| FIL Ltd | 58,978 | +18,102 | $8.0M | +$2.8M | 44.3% |
| State of Tennessee, Department of Treasury | 51,491 | +18,106 | $6.9M | +$2.6M | 54.2% |
| Korea Investment CORP | 112,943 | +12,019 | $15.4M | +$2.4M | 11.9% |
| Tower Research Capital LLC (TRC) | 19,073 | +16,980 | $2.6M | +$2.3M | 811.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 171,808 | +7,445 | $23.4M | +$2.3M | 4.5% |
| Corient Private Wealth LLC | 284,303 | +99,385 | $25.9M | +$2.2M | 53.7% |
| NEUBERGER BERMAN GROUP LLC | 91,436 | +10,131 | $12.4M | +$2.0M | 12.5% |
| Generali Asset Management SPA SGR | 54,249 | +11,918 | $7.4M | +$1.9M | 28.1% |
| Bridgefront Capital, LLC | 24,011 | +13,701 | $3.3M | +$1.9M | 132.9% |
| HighTower Advisors, LLC | 166,642 | +4,746 | $22.7M | +$1.9M | 2.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 37,027 | +12,140 | $5.0M | +$1.8M | 48.8% |
| Vontobel Holding Ltd. | 31,833 | +12,026 | $4.3M | +$1.8M | 60.7% |
| Empowered Funds, LLC | 42,525 | +10,575 | $5.8M | +$1.7M | 33.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 101,905 | +6,633 | $13.9M | +$1.6M | 7.0% |
| Investment Management Corp of Ontario | 24,490 | +11,192 | $3.3M | +$1.6M | 84.2% |
| Mirae Asset Global Investments Co., Ltd. | 53,422 | +9,236 | $7.3M | +$1.6M | 20.9% |
| ALLSTATE CORP | 20,582 | +10,942 | $2.8M | +$1.6M | 113.5% |
| STIFEL FINANCIAL CORP | 54,196 | +8,701 | $7.4M | +$1.5M | 19.1% |
| Lombard Odier Asset Management (Switzerland) SA | 13,528 | +626 | $1.8M | +$1.5M | 4.8% |
| Crossmark Global Holdings, Inc. | 33,918 | +9,615 | $4.6M | +$1.5M | 39.6% |
| FOX RUN MANAGEMENT, L.L.C. | 14,781 | +10,015 | $2.0M | +$1.4M | 210.1% |
| Cetera Investment Advisers | 47,694 | +7,907 | $6.5M | +$1.4M | 19.9% |
| Asset Management One Co., Ltd. | 127,255 | +1,194 | $17.5M | +$1.4M | 0.9% |
| TRUIST FINANCIAL CORP | 37,822 | +8,299 | $5.1M | +$1.4M | 28.1% |
| NEOS Investment Management LLC | 44,279 | +7,422 | $6.0M | +$1.3M | 20.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,463 | +9,258 | $1.7M | +$1.3M | 288.9% |
| NOMURA ASSET MANAGEMENT CO LTD | 96,166 | +3,758 | $13.1M | +$1.2M | 4.1% |
| LMCG INVESTMENTS, LLC | 87,194 | +4,289 | $11.9M | +$1.2M | 5.2% |
| Creative Planning | 82,905 | +4,488 | $11.3M | +$1.2M | 5.7% |
| Lansforsakringar Fondforvaltning AB (publ) | 92,384 | +3,755 | $12.6M | +$1.2M | 4.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 89,228 | +2,572 | $13.2M | +$1.2M | 3.0% |
| Baird Financial Group, Inc. | 62,150 | +5,419 | $8.5M | +$1.2M | 9.6% |
| USS Investment Management Ltd | 113,879 | +1,515 | $15.5M | +$1.1M | 1.3% |
| NISA INVESTMENT ADVISORS, LLC | 91,353 | +2,482 | $12.4M | +$1.0M | 2.8% |
| LOGAN CAPITAL MANAGEMENT INC | 102,370 | +1,407 | $13.9M | +$970.9K | 1.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 28,153 | +5,578 | $3.8M | +$933.3K | 24.7% |
| Carmel Capital Partners, LLC | 14,432 | +6,376 | $2.0M | +$929.8K | 79.1% |
| Czech National Bank | 74,755 | +2,608 | $10.2M | +$911.8K | 3.6% |
| Caprock Group, LLC | 11,750 | +6,068 | $1.6M | +$884.8K | 106.8% |
| MUFG Securities EMEA plc | 11,622 | +6,185 | $1.6M | +$883.6K | 113.8% |
| DNB Asset Management AS | 58,091 | +3,371 | $7.9M | +$881.1K | 6.2% |
| QRG CAPITAL MANAGEMENT, INC. | 47,540 | +3,788 | $6.5M | +$853.1K | 8.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41,036 | +4,079 | $5.6M | +$840.3K | 11.0% |
| KLP KAPITALFORVALTNING AS | 104,449 | +400 | $14.2M | +$835.8K | 0.4% |
| Canada Post Corp Registered Pension Plan | 41,861 | +2,361 | $5.7M | +$807.9K | 6.0% |
| TCW GROUP INC | 28,046 | +4,483 | $3.8M | +$791.9K | 19.0% |
| ProShare Advisors LLC | 54,177 | +2,868 | $7.4M | +$786.4K | 5.6% |
| Brevan Howard Capital Management LP | 9,151 | +5,458 | $1.2M | +$771.2K | 147.8% |
| Advisors Asset Management, Inc. | 13,928 | +5,129 | $1.9M | +$765.8K | 58.3% |
| Independent Advisor Alliance | 7,954 | +5,432 | $1.1M | +$758.6K | 215.4% |
| RBF Capital, LLC | 10,000 | +5,000 | $1.4M | +$719.0K | 100.0% |
| Polymer Capital Management (US) LLC | 11,462 | +4,805 | $1.6M | +$705.2K | 72.2% |
| Davis Capital Management | 5,325 | +5,109 | $724.6K | +$696.8K | 2365.3% |
| Elo Mutual Pension Insurance Co | 42,143 | +2,796 | $5.7M | +$684.2K | 7.1% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 41,145 | +2,531 | $5.6M | +$642.5K | 6.5% |
| Baker Avenue Asset Management, LP | 34,322 | +2,906 | $4.7M | +$638.0K | 9.3% |
| Varma Mutual Pension Insurance Co | 67,371 | +900 | $9.2M | +$635.6K | 1.4% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 11,652 | +4,240 | $1.6M | +$634.2K | 57.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 60,542 | +1,131 | $8.2M | +$612.6K | 1.9% |
| Cardinal Capital Management | 75,091 | +300 | $10.2M | +$599.9K | 0.4% |
| PRINCIPAL SECURITIES, INC. | 6,608 | +4,057 | $899.2K | +$571.7K | 159.0% |
| Callan Family Office, LLC | 18,296 | +3,100 | $2.5M | +$539.2K | 20.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 69,024 | +6 | $9.4M | +$533.6K | 0.0% |
| M&T Bank Corp | 21,455 | +2,563 | $2.9M | +$493.9K | 13.6% |
| XPONANCE, INC. | 44,956 | +920 | $6.1M | +$465.1K | 2.1% |
| Vanguard Personalized Indexing Management, LLC | 41,935 | +1,074 | $5.7M | +$461.4K | 2.6% |
| Orion Porfolio Solutions, LLC | 15,527 | +2,352 | $2.1M | +$421.7K | 17.9% |
| B. Metzler seel. Sohn & Co. AG | 15,363 | +2,273 | $2.1M | +$412.6K | 17.4% |
| Diversified Trust Co | 10,191 | +2,501 | $1.4M | +$399.7K | 32.5% |
| Modera Wealth Management, LLC | 32,897 | +1,118 | $4.5M | +$397.6K | 3.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,733 | +504 | $5.7M | +$386.9K | 1.2% |
| PICTON MAHONEY ASSET MANAGEMENT | 2,738 | +2,730 | $372.6K | +$372.6K | 34125.0% |
| Ethic Inc. | 20,851 | +1,560 | $2.8M | +$361.2K | 8.1% |
| Vise Technologies, Inc. | 6,030 | +2,447 | $820.5K | +$360.6K | 68.3% |
| JANUS HENDERSON GROUP PLC | 37,016 | +562 | $5.0M | +$360.5K | 1.5% |
| Hilltop Holdings Inc. | 38,675 | +285 | $5.3M | +$335.1K | 0.7% |
| Legacy Wealth Management, LLC / MS | 6,882 | +2,190 | $936.4K | +$334.2K | 46.7% |
| OFI INVEST ASSET MANAGEMENT | 3,500 | +2,390 | $443.7K | +$322.5K | 215.3% |
| NewEdge Wealth, LLC | 6,183 | +2,632 | $841.4K | +$320.2K | 74.1% |
| CHILDRESS CAPITAL ADVISORS, LLC | 4,779 | +2,119 | $650.3K | +$308.9K | 79.7% |
| BROADWATER CAPITAL MANAGEMENT LLC | 12,501 | +11,701 | $106.0K | -$298.5K | 1462.6% |
| Aaron Wealth Advisors LLC | 11,212 | +1,540 | $1.5M | +$284.2K | 15.9% |
| Groupe la Francaise | 33,852 | +175 | $4.6M | +$283.8K | 0.5% |
| SIG BROKERAGE, LP | 4,025 | +1,927 | $547.7K | +$278.4K | 91.8% |
| Wealthfront Advisers LLC | 22,190 | +820 | $3.0M | +$276.6K | 3.8% |
| CIBC WORLD MARKET INC. | 29,427 | +351 | $4.0M | +$272.2K | 1.2% |
| SYON CAPITAL LLC | 5,389 | +1,788 | $733.3K | +$271.1K | 49.6% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 9,559 | +1,505 | $1.3M | +$267.0K | 18.7% |
| FIRST AMERICAN BANK | 11,553 | +1,355 | $1.6M | +$263.1K | 13.3% |
| NewEdge Advisors, LLC | 28,057 | +10,937 | $2.5M | +$262.3K | 63.9% |
| Global Retirement Partners, LLC | 3,436 | +1,834 | $467.6K | +$262.0K | 114.5% |
| Norinchukin Bank, The | 16,359 | +906 | $2.2M | +$242.6K | 5.9% |
| Federation des caisses Desjardins du Quebec | 21,839 | +540 | $3.0M | +$237.9K | 2.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 30,546 | +4 | $4.2M | +$236.3K | 0.0% |
| Meeder Advisory Services, Inc. | 7,490 | +1,353 | $1.0M | +$231.5K | 22.0% |
| Vident Advisory, LLC | 17,052 | +765 | $2.3M | +$229.8K | 4.7% |
| Linscomb Wealth, Inc. | 23,297 | +370 | $3.2M | +$227.3K | 1.6% |
| BNP PARIBAS | 9,098 | +852 | $1.2M | +$216.7K | 10.3% |
| HB Wealth Management, LLC | 11,853 | +896 | $1.6M | +$206.5K | 8.2% |
| JONES FINANCIAL COMPANIES LLLP | 6,472 | +854 | $880.6K | +$187.4K | 15.2% |
| Quarry LP | 1,546 | +1,342 | $210.4K | +$184.2K | 657.8% |
| Kestra Advisory Services, LLC | 10,707 | +781 | $1.5M | +$182.9K | 7.9% |
| Compound Planning, Inc. | 3,705 | +1,199 | $504.2K | +$182.5K | 47.8% |
| Valeo Financial Advisors, LLC | 3,897 | +1,145 | $530.3K | +$177.0K | 41.6% |
| GAMMA Investing LLC | 9,819 | +728 | $1.3M | +$169.2K | 8.0% |
| Mesirow Financial Investment Management, Inc. | 3,682 | +1,060 | $501.1K | +$164.6K | 40.4% |
| Concurrent Investment Advisors, LLC | 3,472 | +1,044 | $472.4K | +$160.8K | 43.0% |
| PROFUND ADVISORS LLC | 4,614 | +948 | $627.8K | +$157.3K | 25.9% |
| Crestwood Advisors Group, LLC | 3,882 | +955 | $528.3K | +$152.5K | 32.6% |
| Kovack Advisors, Inc. | 2,830 | +1,010 | $385.1K | +$151.5K | 55.5% |
| CHOREO, LLC | 8,946 | +539 | $1.2M | +$150.0K | 6.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 11,935 | +417 | $1.6M | +$145.7K | 3.6% |
| Horizon Investments, LLC | 8,818 | +576 | $1.2M | +$139.9K | 7.0% |
| Lineweaver Wealth Advisors, LLC | 5,416 | +748 | $736.9K | +$137.8K | 16.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,660 | +683 | $634.1K | +$123.6K | 17.2% |
| Lido Advisors, LLC | 25,325 | +274 | $3.3M | +$121.9K | 1.1% |
| LIBERTY WEALTH MANAGEMENT LLC | 2,437 | +772 | $331.6K | +$117.9K | 46.4% |
| Associated Banc-Corp | 2,474 | +767 | $336.6K | +$117.5K | 44.9% |
| Ransom Advisory, Ltd | 1,092 | +819 | $152.3K | +$117.3K | 300.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 10,109 | +290 | $1.4M | +$115.3K | 3.0% |
| OPPENHEIMER & CO INC | 9,817 | +294 | $1.3M | +$113.5K | 3.1% |
| Pallas Capital Advisors LLC | 14,413 | +2 | $2.0M | +$111.5K | 0.0% |
| Farther Finance Advisors, LLC | 2,955 | +681 | $402.1K | +$110.2K | 29.9% |
| BAILARD, INC. | 2,633 | +689 | $358.3K | +$108.8K | 35.4% |
| Wealthspire Advisors, LLC | 2,569 | +689 | $349.6K | +$108.3K | 36.6% |
| SG Americas Securities, LLC | 808,215 | +782,888 | $110.0K | +$106.7K | 3091.1% |
| Steward Partners Investment Advisory, LLC | 6,838 | +417 | $930.4K | +$106.3K | 6.5% |
| Parallel Advisors, LLC | 6,733 | +393 | $916.2K | +$102.3K | 6.2% |
| MGO ONE SEVEN LLC | 5,923 | +439 | $805.9K | +$102.1K | 8.0% |
| Chesley Taft & Associates LLC | 9,518 | +214 | $1.3M | +$100.9K | 2.3% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 2,649 | +585 | $391.0K | +$100.4K | 28.3% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,089 | +557 | $420.3K | +$95.4K | 22.0% |
| Werba Rubin Papier Wealth Management | 4,638 | +460 | $631.1K | +$94.8K | 11.0% |
| Arkadios Wealth Advisors | 3,434 | +523 | $467.3K | +$93.6K | 18.0% |
| Perigon Wealth Management, LLC | 4,289 | +468 | $583.6K | +$93.2K | 12.2% |
| Nilsine Partners, LLC | 9,655 | +130 | $1.3M | +$91.2K | 1.4% |
| Versant Capital Management, Inc | 2,177 | +566 | $296.2K | +$89.5K | 35.1% |
| Fisher Asset Management, LLC | 2,214 | +556 | $301.4K | +$88.5K | 33.5% |
| Beacon Pointe Advisors, LLC | 4,585 | +407 | $623.9K | +$87.6K | 9.7% |
| HUNTINGTON NATIONAL BANK | 4,415 | +399 | $600.7K | +$85.3K | 9.9% |
| Smartleaf Asset Management LLC | 4,514 | +164 | $621.3K | +$82.9K | 3.8% |
| BROWN BROTHERS HARRIMAN & CO | 2,942 | +464 | $400.3K | +$82.3K | 18.7% |
| EverSource Wealth Advisors, LLC | 3,969 | +380 | $540.1K | +$79.4K | 10.6% |
| Focus Partners Advisor Solutions, LLC | 10,207 | +755 | $1.4M | +$79.1K | 8.0% |
| HUB Investment Partners, LLC | 2,130 | +456 | $289.8K | +$74.9K | 27.2% |
| CIBC Private Wealth Group LLC | 6,385 | +187 | $868.8K | +$73.3K | 3.0% |
| KPP Advisory Services LLC | 4,155 | +302 | $565.4K | +$70.8K | 7.8% |
| Krilogy Financial LLC | 6,351 | +19 | $861.5K | -$67.8K | 0.3% |
| STEPHENS INC /AR/ | 4,924 | +231 | $670.0K | +$67.7K | 4.9% |
| WEATHERLY ASSET MANAGEMENT L. P. | 9,002 | +2 | $1.2M | +$67.6K | 0.0% |
| Ashton Thomas Private Wealth, LLC | 4,875 | +231 | $663.4K | +$66.2K | 5.0% |
| Ascent Group, LLC | 2,299 | +363 | $312.8K | +$64.3K | 18.8% |
| Waverly Advisors, LLC | 3,757 | +275 | $511.2K | +$64.3K | 7.9% |
| Everhart Financial Group, Inc. | 2,973 | +304 | $404.5K | +$62.0K | 11.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,364 | +82 | $865.9K | +$59.7K | 1.3% |
| PFG Investments, LLC | 2,733 | +295 | $371.9K | +$59.1K | 12.1% |
| Apollon Wealth Management, LLC | 6,380 | +50 | $868.2K | +$55.7K | 0.8% |
| SIGNATUREFD, LLC | 4,708 | +144 | $640.7K | +$54.9K | 3.1% |
| World Investment Advisors | 5,813 | +258 | $767.0K | +$53.9K | 4.6% |
| Aptus Capital Advisors, LLC | 3,510 | +198 | $477.6K | +$52.5K | 6.0% |
| Cornerstone Planning Group LLC | 402 | +256 | $53.8K | +$52.4K | 175.3% |
| UMB Bank, n.a. | 4,500 | +131 | $612.3K | +$51.6K | 3.0% |
| D.A. DAVIDSON & CO. | 5,343 | +63 | $727.1K | +$49.3K | 1.2% |
| MAI Capital Management | 5,022 | +69 | $683.3K | +$47.6K | 1.4% |
| BSW Wealth Partners | 5,620 | +23 | $764.7K | +$46.4K | 0.4% |
| HOHIMER WEALTH MANAGEMENT, LLC | 5,058 | +49 | $688.3K | +$45.4K | 1.0% |
| SUMITOMO LIFE INSURANCE CO | 5,606 | +15 | $762.8K | +$45.2K | 0.3% |
| SEEDS INVESTOR LLC | 1,902 | +225 | $258.8K | +$43.5K | 13.4% |
| Freestone Capital Holdings, LLC | 4,218 | +84 | $573.9K | +$43.3K | 2.0% |
| Forum Financial Management, LP | 3,068 | +147 | $417.5K | +$42.6K | 5.0% |
| Savvy Advisors, Inc. | 1,959 | +182 | $266.6K | +$38.5K | 10.2% |
| TD PRIVATE CLIENT WEALTH LLC | 2,763 | +130 | $376.0K | +$38.0K | 4.9% |
| Cullen/Frost Bankers, Inc. | 874 | +242 | $119.0K | +$37.8K | 38.3% |
| Kathmere Capital Management, LLC | 1,966 | +169 | $267.5K | +$36.9K | 9.4% |
| Bell Investment Advisors, Inc | 4,153 | +29 | $565.1K | +$35.8K | 0.7% |
| Simplicity Wealth,LLC | 1,935 | +160 | $263.3K | +$35.5K | 9.0% |
| SAPIENT CAPITAL LLC | 2,020 | +61 | $278.0K | +$35.1K | 3.1% |
| RITHOLTZ WEALTH MANAGEMENT | 1,868 | +153 | $254.1K | +$34.1K | 8.9% |
| NorthCrest Asset Manangement, LLC | 5,082 | +79 | $726.4K | +$33.1K | 1.6% |
| McAdam, LLC | 2,366 | +113 | $321.9K | +$32.8K | 5.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 684 | +207 | $93.1K | +$31.9K | 43.4% |
| Transamerica Financial Advisors, LLC | 337 | +217 | $45.8K | +$30.4K | 180.8% |
| MassMutual Private Wealth & Trust, FSB | 1,889 | +119 | $257.0K | +$29.9K | 6.7% |
| Cassaday & Co Wealth Management LLC | 1,784 | +120 | $242.7K | +$29.2K | 7.2% |
| J.W. COLE ADVISORS, INC. | 3,098 | +39 | $421.3K | +$28.7K | 1.3% |
| IHT Wealth Management, LLC | 2,041 | +96 | $277.7K | +$28.1K | 4.9% |
| EARNED WEALTH ADVISORS, LLC | 2,870 | +38 | $390.5K | +$27.0K | 1.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 990 | +145 | $134.7K | +$26.3K | 17.1% |
| MATHER GROUP, LLC. | 2,505 | +52 | $340.8K | +$26.0K | 2.1% |
| Blueshift Asset Management, LLC | 1,742 | +97 | $237.0K | +$25.9K | 5.9% |
| Grove Bank & Trust | 1,758 | +92 | $239.2K | +$25.4K | 5.5% |
| Capital Investment Advisors, LLC | 3,057 | +8 | $416.0K | +$24.6K | 0.3% |
| Parcion Private Wealth LLC | 2,758 | +22 | $375.3K | +$24.1K | 0.8% |
| Prestige Wealth Management Group LLC | 204 | +174 | $26.5K | +$22.6K | 580.0% |
| CWA Asset Management Group, LLC | 2,130 | +48 | $289.8K | +$22.6K | 2.3% |
| Dakota Wealth Management | 2,735 | +11 | $372.2K | +$22.5K | 0.4% |
| Riverwater Partners LLC | 2,733 | +3 | $371.9K | +$21.5K | 0.1% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1,657 | +65 | $225.5K | +$21.1K | 4.1% |
| Newbridge Financial Services Group, Inc. | 156 | +151 | $21.3K | +$20.6K | 3020.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,233 | +29 | $303.8K | +$20.4K | 1.3% |
| Cooper Financial Group | 2,273 | +18 | $309.3K | +$19.9K | 0.8% |
| Americana Partners, LLC | 1,885 | +35 | $256.5K | +$19.0K | 1.9% |
| OAKWORTH CAPITAL, INC. | 1,216 | +72 | $165.5K | +$18.6K | 6.3% |
| Howard Capital Management Inc. | 2,040 | +10 | $277.6K | +$17.0K | 0.5% |
| GRIMES & COMPANY, INC. | 1,748 | +19 | $237.8K | +$15.8K | 1.1% |
| Capital Planning Advisors, LLC | 1,640 | +24 | $223.2K | +$15.7K | 1.5% |
| Keystone Wealth Services, LLC | 1,937 | +3 | $263.5K | +$15.4K | 0.1% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 1,897 | +1 | $258.1K | +$14.7K | 0.1% |
| JOURNEY STRATEGIC WEALTH LLC | 1,674 | +13 | $227.8K | +$14.6K | 0.8% |
| HOLLENCREST CAPITAL MANAGEMENT | 135 | +103 | $18.4K | +$14.3K | 321.9% |
| Parkside Financial Bank & Trust | 813 | +55 | $110.6K | +$13.3K | 7.3% |
| CYBER HORNET ETFs LLC | 838 | +45 | $114.0K | +$12.2K | 5.7% |
| Strengthening Families & Communities, LLC | 374 | +62 | $50.9K | +$10.7K | 19.9% |
| CCLA Investment Management | 1,047,488 | +19,518 | $142.5K | +$10.6K | 1.9% |
| BESSEMER GROUP INC | 908,257 | +23,085 | $123.6K | +$10.0K | 2.6% |
| Manchester Capital Management LLC | 330 | +55 | $44.9K | +$9.6K | 20.0% |
| ROTHSCHILD INVESTMENT LLC | 1,144 | +6 | $155.7K | +$9.6K | 0.5% |
| True Wealth Design, LLC | 847 | +16 | $115.3K | +$8.6K | 1.9% |
| Sound Income Strategies, LLC | 67 | +60 | $9.4K | +$8.4K | 857.1% |
| ORG Partners LLC | 171 | +53 | $23.3K | +$8.1K | 44.9% |
| CVA Family Office, LLC | 730 | +14 | $99.3K | +$7.4K | 1.9% |
| TOMPKINS FINANCIAL CORP | 646 | +16 | $87.9K | +$7.0K | 2.5% |
| NATIXIS ADVISORS, LLC | 165,710 | +40,860 | $22.5K | +$6.5K | 32.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 480,800 | +20,773 | $65.4K | +$6.4K | 4.5% |
| Chicago Partners Investment Group LLC | 4,689 | +391 | $633.3K | +$6.4K | 9.1% |
| JFS WEALTH ADVISORS, LLC | 86 | +44 | $11.7K | +$6.3K | 104.8% |
| AdvisorNet Financial, Inc | 621 | +9 | $84.5K | +$5.9K | 1.5% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 102 | +38 | $13.9K | +$5.7K | 59.4% |
| PRIVATE TRUST CO NA | 631 | +6 | $85.9K | +$5.6K | 1.0% |
| Turning Point Benefit Group, Inc. | 642 | +48 | $87.4K | +$5.0K | 8.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | +32 | $5.9K | +$4.4K | 290.9% |
| American Capital Advisory, LLC | 39 | +29 | $5.3K | +$4.0K | 290.0% |
| Dogwood Wealth Management LLC | 54 | +28 | $7.3K | +$4.0K | 107.7% |
| Daiwa Securities Group Inc. | 74,247 | +25,515 | $10.1K | +$3.8K | 52.4% |
| IMA Advisory Services, Inc. | 30 | +25 | $4.1K | +$3.4K | 500.0% |
| Westfuller Advisors, LLC | 440 | +1 | $59.8K | +$3.3K | 0.2% |
| High Note Wealth, LLC | 24 | +20 | $3.3K | +$2.8K | 500.0% |
| RATIONAL ADVISORS, INC. | 90 | +16 | $12.2K | +$2.7K | 21.6% |
| First Command Advisory Services, Inc. | 114 | +14 | $15.5K | +$2.7K | 14.0% |
| IMG Wealth Management, Inc. | 22 | +19 | $3.0K | +$2.6K | 633.3% |
| HARBOUR INVESTMENTS, INC. | 200 | +7 | $27.2K | +$2.5K | 3.6% |
| Physician Wealth Advisors, Inc. | 239 | +3 | $32.5K | +$2.2K | 1.3% |
| Thrivent Financial for Lutherans | 269,206 | +1,111 | $36.6K | +$2.2K | 0.4% |
| LORD, ABBETT & CO. LLC | 148,992 | +4,100 | $20.3K | +$1.7K | 2.8% |
| Redwood Park Advisors LLC | 201 | +1 | $27.3K | +$1.6K | 0.5% |
| Bay Harbor Wealth Management, LLC | 24 | +10 | $3.3K | +$1.5K | 71.4% |
| Bare Financial Services, Inc | 54 | +8 | $7.3K | +$1.4K | 17.4% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 41 | +6 | $5.7K | +$1.2K | 17.1% |
| North Star Investment Management Corp. | 103 | +3 | $14.0K | +$1.2K | 3.0% |
| Abound Wealth Management | 43 | +6 | $5.8K | +$1.0K | 16.2% |
| HIGHLINE WEALTH PARTNERS LLC | 24 | +6 | $3.3K | +$957 | 33.3% |
| MEEDER ASSET MANAGEMENT INC | 82 | +2 | $11.2K | +$890 | 2.5% |
| Quaker Wealth Management, LLC | 70 | +2 | $9.5K | +$797 | 2.9% |
| Dunhill Financial, LLC | 28 | +3 | $3.9K | +$701 | 12.0% |
| Sivik Global Healthcare LLC | 35,000 | +2,000 | $4.8K | +$526 | 6.1% |
| Bogart Wealth, LLC | 12 | +3 | $1.6K | +$478 | 33.3% |
| WestEnd Advisors, LLC | 12 | +3 | $1.6K | +$478 | 33.3% |
| DiNuzzo Private Wealth, Inc. | 25 | +1 | $3.4K | +$386 | 4.2% |
| PRAXIS INVESTMENT MANAGEMENT INC | 8,793 | +1,884 | $1.2K | +$309 | 27.3% |
| ROVIN CAPITAL /UT/ /ADV | 4,899 | +385 | $667 | +$88 | 8.5% |
| HANTZ FINANCIAL SERVICES, INC. | 1,810 | +432 | $246 | +$69 | 31.3% |
| CX Institutional | 3,595 | +273 | $489 | +$63 | 8.2% |
| WEDBUSH SECURITIES INC | 2,954 | +208 | $402 | +$50 | 7.6% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 65 | +13 | $8 | +$2 | 25.0% |