13F QoQ Ownership Changes
ADTI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 54 new · 98 added · 130 reduced · 38 exited
New Positions(54)
Added To(98)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Invesco Ltd. | 3,107,653 | +2,216,595 | $50.5M | +$37.1M | 248.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,165,327 | +1,664,243 | $35.2M | +$27.7M | 332.1% |
| JENNISON ASSOCIATES LLC | 2,674,668 | +1,363,181 | $43.4M | +$23.8M | 103.9% |
| D. E. Shaw & Co., Inc. | 1,902,685 | +1,164,509 | $30.9M | +$19.9M | 157.8% |
| GOLDMAN SACHS GROUP INC | 2,902,269 | +1,022,417 | $47.1M | +$19.0M | 54.4% |
| PRINCIPAL FINANCIAL GROUP INC | 1,552,509 | +944,167 | $25.2M | +$16.1M | 155.2% |
| VANGUARD GROUP INC | 11,282,152 | +6,983 | $183.2M | +$14.5M | 0.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 591,324 | +535,380 | $9.6M | +$8.8M | 957.0% |
| NEXT CENTURY GROWTH INVESTORS LLC | 943,597 | +412,280 | $15.3M | +$7.4M | 77.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,511,855 | +110,825 | $57.0M | +$6.2M | 3.3% |
| NEUBERGER BERMAN GROUP LLC | 451,569 | +348,445 | $7.3M | +$5.8M | 337.9% |
| Brevan Howard Capital Management LP | 370,676 | +354,234 | $6.0M | +$5.8M | 2154.4% |
| STATE STREET CORP | 3,181,644 | +102,362 | $51.7M | +$5.6M | 3.3% |
| UBS Group AG | 511,927 | +257,947 | $8.3M | +$4.5M | 101.6% |
| SEI INVESTMENTS CO | 316,569 | +196,846 | $5.1M | +$3.4M | 164.4% |
| Jump Financial, LLC | 204,500 | +161,600 | $3.3M | +$2.7M | 376.7% |
| PRUDENTIAL FINANCIAL INC | 448,080 | +137,955 | $7.3M | +$2.6M | 44.5% |
| MORGAN STANLEY | 1,149,082 | +77,012 | $18.7M | +$2.6M | 7.2% |
| DEUTSCHE BANK AG\ | 1,734,465 | +21,326 | $28.2M | +$2.5M | 1.2% |
| Rhenman & Partners Asset Management AB | 605,000 | +110,000 | $9.8M | +$2.4M | 22.2% |
| Bellevue Group AG | 298,090 | +129,614 | $4.8M | +$2.3M | 76.9% |
| Legal & General Group Plc | 362,381 | +116,454 | $5.9M | +$2.2M | 47.4% |
| Aberdeen Group plc | 1,046,510 | +52,543 | $17.0M | +$2.1M | 5.3% |
| FRANKLIN RESOURCES INC | 282,404 | +116,884 | $4.6M | +$2.1M | 70.6% |
| Man Group plc | 211,290 | +120,129 | $3.4M | +$2.1M | 131.8% |
| Bridgewater Associates, LP | 265,491 | +114,237 | $4.3M | +$2.0M | 75.5% |
| CASTLEARK MANAGEMENT LLC | 390,874 | +92,800 | $6.3M | +$1.9M | 31.1% |
| Cerity Partners LLC | 512,869 | +80,331 | $8.3M | +$1.9M | 18.6% |
| JUPITER ASSET MANAGEMENT LTD | 362,811 | +91,683 | $5.9M | +$1.8M | 33.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,173,535 | +20,974 | $19.1M | +$1.8M | 1.8% |
| Russell Investments Group, Ltd. | 452,207 | +67,497 | $7.3M | +$1.6M | 17.5% |
| Schonfeld Strategic Advisors LLC | 110,452 | +89,508 | $1.8M | +$1.5M | 427.4% |
| FMR LLC | 386,084 | +61,588 | $6.3M | +$1.4M | 19.0% |
| WELLS FARGO & COMPANY/MN | 190,384 | +75,599 | $3.1M | +$1.4M | 65.9% |
| OBERWEIS ASSET MANAGEMENT INC/ | 744,500 | +18,000 | $12.1M | +$1.2M | 2.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 202,725 | +58,090 | $3.3M | +$1.1M | 40.2% |
| RAYMOND JAMES FINANCIAL INC | 327,295 | +45,744 | $5.3M | +$1.1M | 16.2% |
| POLEN CAPITAL MANAGEMENT LLC | 325,767 | +34,570 | $5.3M | +$934.1K | 11.9% |
| JPMORGAN CHASE & CO | 265,751 | +30,083 | $4.3M | +$790.2K | 12.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 89,609 | +42,351 | $1.5M | +$748.3K | 89.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 74,526 | +42,109 | $1.2M | +$725.3K | 129.9% |
| CITADEL ADVISORS LLC | 78,752 | +38,668 | $1.3M | +$679.3K | 96.5% |
| Harvest Investment Services, LLC | 356,114 | +11,602 | $5.8M | +$629.4K | 3.4% |
| Swiss National Bank | 225,200 | +19,100 | $3.7M | +$574.0K | 9.3% |
| AFFINITY WEALTH MANAGEMENT LLC | 314,351 | +10,818 | $5.1M | +$564.2K | 3.6% |
| OSAIC HOLDINGS, INC. | 124,318 | +9,898 | $2.0M | +$510.1K | 8.7% |
| Allianz Asset Management GmbH | 324,385 | +2,611 | $5.3M | +$454.3K | 0.8% |
| Gotham Asset Management, LLC | 140,756 | +13,692 | $2.3M | +$385.0K | 10.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 111,876 | +13,548 | $1.8M | +$345.9K | 13.8% |
| Sigma Planning Corp | 32,550 | +19,535 | $528.6K | +$333.9K | 150.1% |
| Cetera Investment Advisers | 30,186 | +18,491 | $490.2K | +$315.3K | 158.1% |
| ALLIANCEBERNSTEIN L.P. | 159,590 | +3,300 | $2.6M | +$253.6K | 2.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,698 | +12,712 | $790.9K | +$252.5K | 35.3% |
| PANAGORA ASSET MANAGEMENT INC | 164,737 | +1,945 | $2.7M | +$240.0K | 1.2% |
| US BANCORP \DE\ | 131,478 | +4,325 | $2.1M | +$233.0K | 3.4% |
| BNP PARIBAS FINANCIAL MARKETS | 69,062 | +8,762 | $1.1M | +$219.5K | 14.5% |
| Creative Planning | 84,853 | +6,242 | $1.4M | +$202.0K | 7.9% |
| Walleye Capital LLC | 95,324 | +5,138 | $1.5M | +$198.9K | 5.7% |
| PNC Financial Services Group, Inc. | 13,796 | +12,058 | $224.0K | +$198.0K | 693.8% |
| Huntleigh Advisors, Inc. | 86,631 | +4,593 | $1.4M | +$179.6K | 5.6% |
| INTECH INVESTMENT MANAGEMENT LLC | 64,391 | +6,155 | $1.0M | +$174.5K | 10.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 26,100 | +9,100 | $423.9K | +$169.5K | 53.5% |
| CAXTON ASSOCIATES LLP | 80,417 | +3,218 | $1.3M | +$151.1K | 4.2% |
| NBC SECURITIES, INC. | 24,672 | +7,910 | $400.7K | +$149.9K | 47.2% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 25,998 | +7,362 | $422.2K | +$143.4K | 39.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 17,966 | +7,604 | $291.8K | +$136.8K | 73.4% |
| Corient Private Wealth LLC | 71,908 | +2,347 | $1.2M | +$127.2K | 3.4% |
| Quantinno Capital Management LP | 40,838 | +2,716 | $663.2K | +$92.9K | 7.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 69,375 | +267 | $1.1M | +$92.8K | 0.4% |
| ProShare Advisors LLC | 34,057 | +3,078 | $553.1K | +$89.6K | 9.9% |
| Diversified Trust Co | 42,200 | +2,224 | $685.3K | +$87.3K | 5.6% |
| BARCLAYS PLC | 362,634 | +75,360 | $4.2M | -$72.9K | 26.2% |
| ROTHSCHILD INVESTMENT LLC | 13,293 | +3,013 | $215.9K | +$62.1K | 29.3% |
| Clearstead Advisors, LLC | 3,752 | +3,524 | $60.9K | +$57.5K | 1545.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4,387,361 | +3,299,635 | $71.3K | +$55.0K | 303.4% |
| Rockefeller Capital Management L.P. | 7,577 | +2,550 | $123.1K | +$47.8K | 50.7% |
| ASSETMARK, INC | 3,020 | +2,708 | $49.0K | +$44.4K | 867.9% |
| BANK OF MONTREAL /CAN/ | 29,559 | +329 | $480.0K | +$42.8K | 1.1% |
| Arizona State Retirement System | 31,587 | +144 | $513.0K | +$42.6K | 0.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,769 | +542 | $237.9K | +$33.8K | 3.8% |
| Mirae Asset Global Investments Co., Ltd. | 7,419 | +1,532 | $120.5K | +$32.4K | 26.0% |
| LORD, ABBETT & CO. LLC | 3,080,759 | +1,854,355 | $50.0K | +$31.7K | 151.2% |
| CAPTRUST FINANCIAL ADVISORS | 20,235 | +305 | $328.6K | +$30.5K | 1.5% |
| EverSource Wealth Advisors, LLC | 2,359 | +1,565 | $38.3K | +$26.4K | 197.1% |
| Vontobel Holding Ltd. | 17,091 | +91 | $277.6K | +$23.2K | 0.5% |
| GAMMA Investing LLC | 13,121 | +181 | $213.1K | +$19.5K | 1.4% |
| Smartleaf Asset Management LLC | 4,355 | +416 | $71.5K | +$18.5K | 10.6% |
| Sterling Capital Management LLC | 977 | +615 | $15.9K | +$10.4K | 169.9% |
| Sound Income Strategies, LLC | 2,228 | +326 | $39.0K | +$9.3K | 17.1% |
| MCF Advisors LLC | 1,127 | +449 | $18.3K | +$8.2K | 66.2% |
| Financial Network Wealth Advisors LLC | 1,009 | +401 | $16.4K | +$7.3K | 66.0% |
| ALGERT GLOBAL LLC | 884,371 | +362,351 | $14.4K | +$6.6K | 69.4% |
| Farther Finance Advisors, LLC | 439 | +380 | $7.1K | +$6.2K | 644.1% |
| Larson Financial Group LLC | 211 | +141 | $3.4K | +$2.4K | 201.4% |
| Prestige Wealth Management Group LLC | 150 | +125 | $1.2K | +$847 | 500.0% |
| ACADIAN ASSET MANAGEMENT LLC | 68,661 | +43,320 | $1.1K | +$734 | 170.9% |
| SG Americas Securities, LLC | 99,935 | +31,822 | $1.6K | +$604 | 46.7% |
| AMALGAMATED BANK | 4,695 | +703 | $76 | +$16 | 17.6% |
Reduced(130)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 2,590,984 | -3,380,722 | $42.1M | -$47.3M | -56.6% |
| VIKING GLOBAL INVESTORS LP | 29,993,708 | 0 | $487.1M | +$38.4M | 0.0% |
| Nikko Asset Management Americas, Inc. | 1,947,963 | -1,702,683 | $31.6M | -$23.0M | -46.6% |
| Sumitomo Mitsui Trust Group, Inc. | 1,947,963 | -1,702,683 | $31.6M | -$23.0M | -46.6% |
| Voya Investment Management LLC | 44,869 | -1,259,740 | $728.7K | -$18.8M | -96.6% |
| Aristotle Atlantic Partners, LLC | 1,842,444 | -1,284,275 | $29.9M | -$16.9M | -41.1% |
| BlackRock, Inc. | 13,333,559 | -24,418 | $216.5M | +$16.7M | -0.2% |
| ARK Investment Management LLC | 2,138,960 | -1,026,676 | $34.7M | -$12.6M | -32.4% |
| BANK OF AMERICA CORP /DE/ | 806,272 | -791,727 | $13.1M | -$10.8M | -49.5% |
| VICTORY CAPITAL MANAGEMENT INC | 487,706 | -758,867 | $7.9M | -$10.7M | -60.9% |
| BRAIDWELL LP | 311,991 | -424,023 | $5.1M | -$5.9M | -57.6% |
| Trexquant Investment LP | 263,962 | -402,954 | $4.3M | -$5.7M | -60.4% |
| Pier Capital, LLC | 234,848 | -400,235 | $3.8M | -$5.7M | -63.0% |
| MILLENNIUM MANAGEMENT LLC | 18,357 | -378,953 | $298.1K | -$5.6M | -95.4% |
| Nuveen, LLC | 786,647 | -389,689 | $12.8M | -$4.8M | -33.1% |
| KENNEDY CAPITAL MANAGEMENT LLC | 900,231 | -373,415 | $14.6M | -$4.4M | -29.3% |
| Royal Bank of Canada | 78,675 | -414,587 | $1.3M | -$4.4M | -84.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 922,501 | -317,124 | $15.0M | -$3.6M | -25.6% |
| Blue Water Life Science Advisors, LP | 1,765,145 | -380,000 | $28.7M | -$3.4M | -17.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,422,089 | -19,313 | $39.3M | +$2.8M | -0.8% |
| Lisanti Capital Growth, LLC | 142,515 | -156,665 | $2.3M | -$2.2M | -52.4% |
| DIMENSIONAL FUND ADVISORS LP | 1,382,924 | -3,439 | $22.5M | +$1.7M | -0.2% |
| Squarepoint Ops LLC | 69,735 | -121,374 | $1.1M | -$1.7M | -63.5% |
| AQR CAPITAL MANAGEMENT LLC | 468,440 | -140,561 | $7.6M | -$1.5M | -23.1% |
| Point72 Asset Management, L.P. | 203,075 | -116,396 | $3.3M | -$1.5M | -36.4% |
| TUDOR INVESTMENT CORP ET AL | 554,037 | -132,356 | $9.0M | -$1.3M | -19.3% |
| Engineers Gate Manager LP | 21,596 | -83,453 | $350.7K | -$1.2M | -79.4% |
| FRED ALGER MANAGEMENT, LLC | 2,245,418 | -268,816 | $36.5M | -$1.1M | -10.7% |
| Hillsdale Investment Management Inc. | 616,950 | -4,840 | $10.0M | +$717.3K | -0.8% |
| Robertson Stephens Wealth Management, LLC | 97,218 | -55,000 | $1.6M | -$698.4K | -36.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 39,454 | -2,097 | $640.7K | +$640.1K | -5.0% |
| FIRST TRUST ADVISORS LP | 539,076 | -4,061 | $8.8M | +$629.3K | -0.7% |
| NORTHERN TRUST CORP | 1,172,794 | -59,011 | $19.0M | +$618.4K | -4.8% |
| Qube Research & Technologies Ltd | 914,160 | -38,069 | $14.8M | +$600.6K | -4.0% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 624,217 | -14,244 | $10.1M | +$585.9K | -2.2% |
| JANE STREET GROUP, LLC | 69,800 | -39,512 | $1.1M | -$501.8K | -36.1% |
| LAZARD ASSET MANAGEMENT LLC | 21,627 | -34,331 | $351.2K | -$485.9K | -61.4% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 452,502 | -70,300 | $7.3M | -$472.5K | -13.4% |
| Informed Momentum Co LLC | 351,297 | -7,357 | $5.7M | +$425.8K | -2.0% |
| XTX Topco Ltd | 19,893 | -26,101 | $323.1K | -$365.0K | -56.7% |
| Bank of New York Mellon Corp | 413,253 | -11,256 | $6.7M | +$360.6K | -2.6% |
| Driehaus Capital Management LLC | 2,760,387 | -259,553 | $44.8M | -$349.6K | -8.6% |
| Savant Capital, LLC | 16,497 | -23,265 | $267.9K | -$326.9K | -58.5% |
| Susquehanna Portfolio Strategies, LLC | 229,113 | 0 | $3.7M | +$293.3K | 0.0% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 51,464 | -20,092 | $835.8K | -$234.7K | -28.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,415 | -21,881 | $1.3M | -$227.0K | -21.8% |
| Verdence Capital Advisors LLC | 12,533 | -10,331 | $203.5K | -$187.9K | -45.2% |
| Calamos Advisors LLC | 184,024 | -26,253 | $3.0M | -$157.2K | -12.5% |
| Edge Wealth Management LLC | 90,000 | 0 | $1.5M | +$115.2K | 0.0% |
| Erste Asset Management GmbH | 35,700 | 0 | $594.4K | +$113.9K | 0.0% |
| D.A. DAVIDSON & CO. | 86,050 | -150 | $1.4M | +$107.9K | -0.2% |
| DARK FOREST CAPITAL MANAGEMENT LP | 86,886 | -14,509 | $1.4M | -$105.8K | -14.3% |
| Leeward Financial Partners, LLC | 41,400 | -10,250 | $672.3K | -$100.3K | -19.8% |
| Catalio Capital Management, LP | 821,195 | -63,695 | $13.3M | +$98.3K | -7.2% |
| AVENIR CORP | 76,365 | 0 | $1.2M | +$97.7K | 0.0% |
| CITIGROUP INC | 24,008 | -7,697 | $389.9K | -$84.4K | -24.3% |
| STRS OHIO | 55,900 | -10,000 | $907.8K | -$78.0K | -15.2% |
| Aquatic Capital Management LLC | 122,964 | -15,532 | $2.0M | -$75.0K | -11.2% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 56,408 | 0 | $916.1K | +$72.2K | 0.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 63,408 | -765 | $1.0M | +$69.7K | -1.2% |
| JANUS HENDERSON GROUP PLC | 46,900 | 0 | $761.4K | +$59.1K | 0.0% |
| Arax Advisory Partners | 215 | -3,941 | $3.5K | -$58.7K | -94.8% |
| Versor Investments LP | 23,200 | -5,800 | $376.8K | -$57.1K | -20.0% |
| Private Advisor Group, LLC | 44,145 | 0 | $716.9K | +$56.5K | 0.0% |
| Bridgefront Capital, LLC | 13,150 | -4,799 | $213.6K | -$55.0K | -26.7% |
| BLAIR WILLIAM & CO/IL | 86,466 | -11,071 | $1.4M | -$54.9K | -11.3% |
| ENVESTNET ASSET MANAGEMENT INC | 53,616 | -8,256 | $870.7K | -$54.9K | -13.3% |
| Tower Research Capital LLC (TRC) | 1,302 | -3,663 | $21.1K | -$53.1K | -73.8% |
| RHUMBLINE ADVISERS | 184,636 | -19,307 | $3.0M | -$52.5K | -9.5% |
| Police & Firemen's Retirement System of New Jersey | 41,151 | -211 | $668.3K | +$49.5K | -0.5% |
| Bouvel Investment Partners, LLC | 42,518 | -360 | $690.5K | +$49.0K | -0.8% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 35,558 | 0 | $577.5K | +$45.5K | 0.0% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 64,259 | -2,500 | $1.0M | +$44.9K | -3.7% |
| MetLife Investment Management, LLC | 84,846 | -4,405 | $1.4M | +$42.7K | -4.9% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 52,350 | -1,750 | $850.2K | +$40.8K | -3.2% |
| Vanguard Personalized Indexing Management, LLC | 32,472 | -54 | $527.3K | +$40.8K | -0.2% |
| Yarbrough Capital, LLC | 28,563 | 0 | $463.9K | +$36.6K | 0.0% |
| State of Wyoming | 33,457 | -5,113 | $543.3K | -$33.7K | -13.3% |
| Ensign Peak Advisors, Inc | 140,167 | -9,810 | $2.3M | +$32.7K | -6.5% |
| KLP KAPITALFORVALTNING AS | 25,000 | 0 | $406.0K | +$32.0K | 0.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 73,120 | -4,288 | $1.2M | +$29.4K | -5.5% |
| Caprock Group, LLC | 10,339 | -568 | $167.9K | +$24.2K | -5.2% |
| China Universal Asset Management Co., Ltd. | 26,477 | -3,814 | $430.0K | -$23.2K | -12.6% |
| AlphaQuest LLC | 20,317 | -219 | $329.9K | +$22.7K | -1.1% |
| Pictet Asset Management Holding SA | 15,939 | 0 | $258.8K | +$20.4K | 0.0% |
| CITIZENS FINANCIAL GROUP INC/RI | 14,741 | 0 | $239.4K | +$18.9K | 0.0% |
| Ameritas Investment Partners, Inc. | 12,485 | 0 | $202.8K | +$16.0K | 0.0% |
| Optiver Holding B.V. | 92 | -1,004 | $1.5K | -$14.9K | -91.6% |
| Brooklyn Investment Group | 15,006 | -4,928 | $249.8K | +$14.8K | -24.7% |
| XPONANCE, INC. | 14,819 | -277 | $240.7K | +$14.8K | -1.8% |
| Crewe Advisors LLC | 11,543 | 0 | $187.5K | +$14.8K | 0.0% |
| BELLEVUE ASSET MANAGEMENT, LLC | 10,335 | 0 | $167.8K | +$13.2K | 0.0% |
| SIGNATUREFD, LLC | 5,766 | -3 | $93.6K | +$7.3K | -0.1% |
| LPL Financial LLC | 101,870 | -8,281 | $1.7M | +$6.5K | -7.5% |
| CIBC Private Wealth Group LLC | 3,845 | 0 | $62.4K | +$4.9K | 0.0% |
| SBI Securities Co., Ltd. | 51 | -317 | $828 | -$4.7K | -86.1% |
| QUADRANT CAPITAL GROUP LLC | 8,396 | -480 | $136.4K | +$3.6K | -5.4% |
| COMERICA BANK | 2,024 | 0 | $32.9K | +$2.6K | 0.0% |
| Pinnacle Wealth Planning Services, Inc. | 17,523 | -1,639 | $284.6K | -$2.1K | -8.6% |
| Wilmington Savings Fund Society, FSB | 1,450 | 0 | $23.5K | +$1.9K | 0.0% |
| Quent Capital, LLC | 1,202 | 0 | $19.5K | +$1.5K | 0.0% |
| GoalVest Advisory LLC | 830 | 0 | $13.5K | +$1.1K | 0.0% |
| Versant Capital Management, Inc | 610 | -123 | $9.9K | -$1.1K | -16.8% |
| Pinnacle Bancorp, Inc. | 772 | 0 | $12.5K | +$988 | 0.0% |
| Parallel Advisors, LLC | 699 | 0 | $11.4K | +$895 | 0.0% |
| Steward Partners Investment Advisory, LLC | 469 | 0 | $7.6K | +$601 | 0.0% |
| SJS Investment Consulting Inc. | 128 | -42 | $2.1K | -$465 | -24.7% |
| Asset Dedication, LLC | 350 | 0 | $5.7K | +$448 | 0.0% |
| True Wealth Design, LLC | 267 | 0 | $4.3K | +$342 | 0.0% |
| CoreCap Advisors, LLC | 360 | -53 | $5.8K | -$332 | -12.8% |
| GF FUND MANAGEMENT CO. LTD. | 2,998 | -278 | $48.7K | -$321 | -8.5% |
| Physician Wealth Advisors, Inc. | 236 | 0 | $3.8K | +$302 | 0.0% |
| CANADA LIFE ASSURANCE Co | 9,655 | -20,814 | $157 | -$253 | -68.3% |
| Private Wealth Management Group, LLC | 167 | 0 | $2.7K | +$214 | 0.0% |
| Parkside Financial Bank & Trust | 85 | 0 | $1.4K | +$108 | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 11,551 | -983 | $187.6K | +$79 | -7.8% |
| Rialto Wealth Management, LLC | 53 | 0 | $861 | +$68 | 0.0% |
| Sunbelt Securities, Inc. | 51 | 0 | $828 | +$65 | 0.0% |
| CVA Family Office, LLC | 40 | 0 | $650 | +$52 | 0.0% |
| FINANCIAL CONSULATE, INC | 40 | 0 | $650 | +$51 | 0.0% |
| CWM, LLC | 25,322 | -4 | $411 | +$32 | -0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12,322 | 0 | $200 | +$16 | 0.0% |
| JTC Employer Solutions Trustee Ltd | 11,735 | 0 | $191 | +$15 | 0.0% |
| Hughes Financial Services, LLC | 58 | -7 | $942 | -$14 | -10.8% |
| Global Retirement Partners, LLC | 35 | -2 | $568 | +$14 | -5.4% |
| Daiwa Securities Group Inc. | 430 | -100 | $7 | -$1 | -18.9% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $16 | +$1 | 0.0% |
| Covestor Ltd | 15 | 0 | $0 | $0 | 0.0% |
| BESSEMER GROUP INC | 78 | 0 | $1 | $0 | 0.0% |
| Avion Wealth | 140 | 0 | $2 | $0 | 0.0% |