13F QoQ Ownership Changes
AEE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 149 new · 326 added · 394 reduced · 89 exited
New Positions(149)
Added To(326)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 1,750,256 | +1,626,967 | $174.8M | +$161.9M | 1319.6% |
| VANGUARD GROUP INC | 35,645,555 | +495,945 | $3.56B | -$109.4M | 1.4% |
| LAZARD ASSET MANAGEMENT LLC | 932,017 | +916,865 | $93.1M | +$91.5M | 6051.1% |
| Assenagon Asset Management S.A. | 518,725 | +513,572 | $51.8M | +$51.3M | 9966.5% |
| GOLDMAN SACHS GROUP INC | 3,816,299 | +634,055 | $381.1M | +$48.9M | 19.9% |
| BANK OF NOVA SCOTIA | 402,316 | +368,743 | $40.2M | +$36.7M | 1098.3% |
| Qube Research & Technologies Ltd | 392,867 | +300,299 | $39.2M | +$29.6M | 324.4% |
| BlackRock, Inc. | 22,967,168 | +1,211,043 | $2.29B | +$22.6M | 5.6% |
| Caisse de depot et placement du Quebec | 959,846 | +257,493 | $95.9M | +$22.5M | 36.7% |
| AMERIPRISE FINANCIAL INC | 6,352,441 | +68,912 | $634.4M | -$21.5M | 1.1% |
| BNP PARIBAS FINANCIAL MARKETS | 389,309 | +209,364 | $38.9M | +$20.1M | 116.3% |
| CHILTON CAPITAL MANAGEMENT LLC | 510,964 | +210,560 | $51.0M | +$19.7M | 70.1% |
| Energy Income Partners, LLC | 495,205 | +204,282 | $49.5M | +$19.1M | 70.2% |
| STATE STREET CORP | 14,503,721 | +457,876 | $1.45B | -$17.8M | 3.3% |
| CIBC Private Wealth Group LLC | 565,303 | +187,398 | $56.5M | +$17.0M | 49.6% |
| Yaupon Capital Management LP | 434,497 | +163,548 | $43.4M | +$15.1M | 60.4% |
| DEUTSCHE BANK AG\ | 987,367 | +182,054 | $98.6M | +$14.5M | 22.6% |
| AQR CAPITAL MANAGEMENT LLC | 647,065 | +154,086 | $64.6M | +$13.3M | 31.3% |
| FMR LLC | 4,933,452 | +92,511 | $492.7M | -$12.6M | 1.9% |
| Gotham Asset Management, LLC | 192,188 | +121,400 | $19.2M | +$11.8M | 171.5% |
| JANUS HENDERSON GROUP PLC | 4,823,992 | +99,671 | $481.7M | -$11.4M | 2.1% |
| ENVESTNET ASSET MANAGEMENT INC | 165,796 | +94,575 | $16.6M | +$9.1M | 132.8% |
| Man Group plc | 121,204 | +86,610 | $12.1M | +$8.5M | 250.4% |
| Bridgewater Associates, LP | 123,691 | +85,992 | $12.4M | +$8.4M | 228.1% |
| Invesco Ltd. | 5,290,191 | +149,952 | $528.3M | -$8.3M | 2.9% |
| REAVES W H & CO INC | 1,084,664 | +120,652 | $108.3M | +$7.7M | 12.5% |
| LPL Financial LLC | 226,827 | +82,178 | $22.7M | +$7.6M | 56.8% |
| PRUDENTIAL PLC | 82,942 | +73,981 | $8.3M | +$7.3M | 825.6% |
| Verition Fund Management LLC | 286,031 | +82,676 | $28.6M | +$7.3M | 40.6% |
| SEI INVESTMENTS CO | 373,127 | +77,846 | $37.3M | +$6.4M | 26.4% |
| Bank of New York Mellon Corp | 1,546,189 | +6,108 | $154.4M | -$6.4M | 0.4% |
| Quantinno Capital Management LP | 205,308 | +69,436 | $20.5M | +$6.3M | 51.1% |
| CITIGROUP INC | 384,068 | +76,085 | $38.4M | +$6.2M | 24.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 87,543 | +62,173 | $8.8M | +$6.2M | 245.1% |
| Resolution Capital Ltd | 89,721 | +60,927 | $9.0M | +$6.0M | 211.6% |
| IFM Investors Pty Ltd | 59,627 | +2,106 | $6.0K | -$5.9M | 3.7% |
| Nuveen, LLC | 2,384,176 | +158,599 | $238.1M | +$5.8M | 7.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,757,442 | +22,360 | $175.5M | -$5.6M | 1.3% |
| NATIONAL BANK OF CANADA /FI/ | 127,809 | +51,732 | $12.8M | +$4.8M | 68.0% |
| Rakuten Investment Management, Inc. | 35,580 | +34,480 | $3.6M | +$3.5M | 3134.5% |
| Cetera Investment Advisers | 133,046 | +36,594 | $13.3M | +$3.2M | 37.9% |
| TUDOR INVESTMENT CORP ET AL | 191,053 | +35,217 | $19.1M | +$2.8M | 22.6% |
| DIMENSIONAL FUND ADVISORS LP | 1,118,342 | +25,889 | $111.7M | -$2.3M | 2.4% |
| Aware Super Pty Ltd as trustee of Aware Super | 35,940 | +23,151 | $3.6M | +$2.3M | 181.0% |
| State of Tennessee, Department of Treasury | 134,280 | +21,777 | $13.9M | +$2.1M | 19.4% |
| National Pension Service | 371,365 | +36,078 | $37.1M | +$2.1M | 10.8% |
| CIBC Asset Management Inc | 166,768 | +25,626 | $16.7M | +$1.9M | 18.1% |
| Siemens Fonds Invest GmbH | 20,075 | +18,380 | $2.0M | +$1.8M | 1084.4% |
| ProShare Advisors LLC | 66,587 | +19,095 | $6.6M | +$1.7M | 40.2% |
| Horizon Investments, LLC | 26,312 | +17,336 | $2.6M | +$1.7M | 193.1% |
| FRANKLIN RESOURCES INC | 2,473,120 | +123,084 | $247.0M | +$1.7M | 5.2% |
| Graham Capital Management, L.P. | 18,240 | +16,308 | $1.8M | +$1.6M | 844.1% |
| PANAGORA ASSET MANAGEMENT INC | 25,309 | +16,374 | $2.5M | +$1.6M | 183.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100,083 | +18,686 | $10.0M | +$1.5M | 22.9% |
| Walleye Trading LLC | 26,159 | +15,407 | $2.6M | +$1.5M | 143.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 345,738 | +1,399 | $34.5M | -$1.4M | 0.4% |
| MML INVESTORS SERVICES, LLC | 35,351 | +14,409 | $3.5M | +$1.3M | 68.8% |
| Focus Partners Wealth | 49,874 | +14,902 | $5.0M | +$1.3M | 42.6% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 279,360 | +255 | $27.9M | -$1.2M | 0.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 107,709 | +16,090 | $10.8M | +$1.2M | 17.6% |
| CREDIT AGRICOLE S A | 93,512 | +14,011 | $9.3M | +$1.0M | 17.6% |
| PRINCIPAL SECURITIES, INC. | 11,932 | +9,985 | $1.2M | +$988.3K | 512.8% |
| B. Metzler seel. Sohn & Co. AG | 22,926 | +10,409 | $2.3M | +$982.9K | 83.2% |
| ALLSTATE CORP | 19,872 | +9,809 | $2.0M | +$934.0K | 97.5% |
| Woodline Partners LP | 46,150 | +10,411 | $4.6M | +$878.1K | 29.1% |
| Pacer Advisors, Inc. | 31,968 | +9,176 | $3.2M | +$813.3K | 40.3% |
| Korea Investment CORP | 227,952 | +17,520 | $22.8M | +$798.4K | 8.3% |
| Hudson Bay Capital Management LP | 282,791 | +4,839 | $28.2M | -$773.1K | 1.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 69,125 | +10,225 | $6.9M | +$754.8K | 17.4% |
| INTECH INVESTMENT MANAGEMENT LLC | 22,315 | +8,180 | $2.2M | +$753.0K | 57.9% |
| Focus Partners Advisor Solutions, LLC | 16,775 | +7,909 | $1.7M | +$749.9K | 89.2% |
| Magellan Asset Management Ltd | 228,779 | +3,057 | $22.8M | -$715.0K | 1.4% |
| PRINCIPAL FINANCIAL GROUP INC | 324,845 | +7,451 | $32.4M | -$690.6K | 2.3% |
| Empire Life Investments Inc. | 154,518 | +91 | $15.4M | -$688.9K | 0.1% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 12,329 | +7,002 | $1.2M | +$675.2K | 131.4% |
| Mirae Asset Global Investments Co., Ltd. | 44,594 | +8,337 | $4.5M | +$668.7K | 23.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 47,903 | +8,251 | $4.8M | +$644.7K | 20.8% |
| Asset Management One Co., Ltd. | 167,433 | +12,432 | $16.8M | +$607.1K | 8.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 568,721 | +24,995 | $57.4M | +$607.1K | 4.6% |
| MUFG Securities EMEA plc | 11,098 | +5,922 | $1.1M | +$568.0K | 114.4% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 146,163 | +939 | $14.6M | -$562.7K | 0.6% |
| JONES FINANCIAL COMPANIES LLLP | 82,836 | +7,425 | $8.3M | +$555.8K | 9.8% |
| Corient Private Wealth LLC | 71,177 | +29,920 | $4.8M | +$541.5K | 72.5% |
| Caprock Group, LLC | 7,674 | +5,229 | $766.4K | +$522.4K | 213.9% |
| Investment Management Corp of Ontario | 18,358 | +5,446 | $1.8M | +$485.5K | 42.2% |
| MARTINGALE ASSET MANAGEMENT L P | 150,339 | +1,875 | $15.0M | -$483.8K | 1.3% |
| Avestar Capital, LLC | 13,284 | +5,062 | $1.3M | +$468.3K | 61.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,845 | +3,989 | $783.4K | +$380.9K | 103.4% |
| NEW YORK STATE COMMON RETIREMENT FUND | 113,383 | +1,265 | $11.3M | -$380.5K | 1.1% |
| Aberdeen Group plc | 134,230 | +1,133 | $13.4M | -$378.0K | 0.8% |
| NEOS Investment Management LLC | 31,667 | +4,959 | $3.2M | +$374.5K | 18.6% |
| Cornerstone Wealth Management, LLC | 28,871 | +4,635 | $2.9M | +$353.3K | 19.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 94,622 | +718 | $9.4M | -$352.7K | 0.8% |
| Allspring Global Investments Holdings, LLC | 170,113 | +892 | $17.2M | -$344.9K | 0.5% |
| AlphaCore Capital LLC | 3,963 | +3,336 | $395.7K | +$330.3K | 532.0% |
| Bayforest Capital Ltd | 4,926 | +3,278 | $491.9K | +$319.9K | 198.9% |
| Tower Research Capital LLC (TRC) | 7,804 | +3,235 | $779.3K | +$302.4K | 70.8% |
| Qtron Investments LLC | 9,863 | +3,236 | $984.9K | +$293.2K | 48.8% |
| ALLIANCEBERNSTEIN L.P. | 3,533,888 | +155,835 | $352.9M | +$292.9K | 4.6% |
| Callan Family Office, LLC | 9,753 | +3,213 | $973.9K | +$291.3K | 49.1% |
| Aaron Wealth Advisors LLC | 7,177 | +3,006 | $716.7K | +$281.3K | 72.1% |
| Alamea Verwaltungs GmbH | 12,386 | +2,823 | $1.3M | +$281.0K | 29.5% |
| MACKENZIE FINANCIAL CORP | 35,402 | +3,884 | $3.6M | +$269.5K | 12.3% |
| EVOLUTION WEALTH MANAGEMENT INC. | 5,376 | +2,693 | $549.0K | +$268.9K | 100.4% |
| VICTORY CAPITAL MANAGEMENT INC | 319,118 | +16,344 | $31.9M | +$263.6K | 5.4% |
| ALPS ADVISORS INC | 11,723 | +3,006 | $1.2M | +$260.8K | 34.5% |
| Hilltop National Bank | 2,600 | +2,395 | $259.6K | +$238.2K | 1168.3% |
| BANK OF MONTREAL /CAN/ | 358,044 | +17,730 | $35.8M | +$232.3K | 5.2% |
| M&T Bank Corp | 22,735 | +3,155 | $2.3M | +$226.7K | 16.1% |
| Hennion & Walsh Asset Management, Inc. | 30,443 | +3,466 | $3.0M | +$224.2K | 12.8% |
| MILLER HOWARD INVESTMENTS INC /NY | 92,529 | +6,017 | $9.2M | +$209.8K | 7.0% |
| Ameritas Advisory Services, LLC | 2,138 | +2,098 | $213.5K | +$209.3K | 5245.0% |
| NISA INVESTMENT ADVISORS, LLC | 54,368 | +354 | $5.4M | -$208.8K | 0.7% |
| Belpointe Asset Management LLC | 54,200 | +373 | $5.4M | -$206.1K | 0.7% |
| Wealthspire Advisors, LLC | 4,044 | +2,069 | $403.8K | +$197.7K | 104.8% |
| Acropolis Investment Management, LLC | 11,794 | +1,553 | $1.2M | +$194.2K | 15.2% |
| Prestige Wealth Management Group LLC | 2,350 | +2,147 | $209.9K | +$188.7K | 1057.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 27,388 | +2,979 | $2.7M | +$187.1K | 12.2% |
| Creative Planning | 123,746 | +7,129 | $12.4M | +$184.7K | 6.1% |
| Atria Investments, Inc | 20,664 | +2,653 | $2.1M | +$183.5K | 14.7% |
| BENJAMIN EDWARDS INC | 82,629 | +5,314 | $8.3M | +$181.3K | 6.9% |
| UBS Group AG | 973,193 | +43,821 | $97.2M | +$175.2K | 4.7% |
| MORGAN STANLEY | 3,023,867 | +129,338 | $302.0M | -$167.6K | 4.5% |
| Brevan Howard Capital Management LP | 3,690 | +1,681 | $368.5K | +$158.8K | 83.7% |
| Waverly Advisors, LLC | 4,884 | +1,708 | $487.7K | +$156.2K | 53.8% |
| UMB Bank, n.a. | 8,644 | +1,753 | $863.2K | +$143.9K | 25.4% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 30,919 | +19 | $3.1M | -$137.8K | 0.1% |
| Mariner, LLC | 60,801 | +1,300 | $6.1M | -$135.7K | 2.2% |
| Federation des caisses Desjardins du Quebec | 8,169 | +1,645 | $815.8K | +$134.8K | 25.2% |
| Merit Financial Group, LLC | 10,943 | +1,731 | $1.1M | +$131.3K | 18.8% |
| MIZUHO SECURITIES USA LLC | 19,696 | +1 | $2.1M | +$129.5K | 0.0% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 36,906 | +383 | $3.7M | -$126.8K | 1.0% |
| Canada Post Corp Registered Pension Plan | 6,302 | +1,440 | $629.3K | +$125.9K | 29.6% |
| BROWN BROTHERS HARRIMAN & CO | 3,448 | +1,290 | $344.3K | +$119.1K | 59.8% |
| SILVER OAK SECURITIES, INCORPORATED | 4,438 | +1,159 | $447.1K | +$104.8K | 35.3% |
| PNC Financial Services Group, Inc. | 60,967 | +1,656 | $6.1M | -$102.7K | 2.8% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15,400 | +1,650 | $1.5M | +$102.6K | 12.0% |
| Kingsview Wealth Management, LLC | 6,670 | +1,267 | $666.0K | +$102.0K | 23.4% |
| Ethic Inc. | 11,040 | +1,454 | $1.1M | +$101.9K | 15.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,234 | +1,322 | $822.3K | +$100.8K | 19.1% |
| Vise Technologies, Inc. | 5,154 | +1,173 | $514.7K | +$99.1K | 29.5% |
| Brooklyn Investment Group | 3,600 | +1,079 | $360.8K | +$97.8K | 42.8% |
| DEAN INVESTMENT ASSOCIATES, LLC | 50,171 | +1,284 | $5.0M | -$92.7K | 2.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,395 | +3,971 | $7.1M | +$91.8K | 5.9% |
| Global Retirement Partners, LLC | 2,445 | +983 | $244.2K | +$91.6K | 67.2% |
| HB Wealth Management, LLC | 5,360 | +1,050 | $535.3K | +$85.4K | 24.4% |
| SYON CAPITAL LLC | 4,187 | +999 | $418.1K | +$85.3K | 31.3% |
| OSAIC HOLDINGS, INC. | 37,914 | +1,314 | $3.8M | +$84.7K | 3.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,159 | +864 | $3.8M | -$82.3K | 2.3% |
| Horizon Investment Services, LLC | 19,125 | +56 | $1.9M | -$80.7K | 0.3% |
| VestGen Advisors, LLC | 4,532 | +945 | $452.6K | +$78.1K | 26.3% |
| Chicago Partners Investment Group LLC | 3,440 | +673 | $352.0K | +$66.1K | 24.3% |
| New Age Alpha Advisors, LLC | 29,856 | +689 | $3.0M | -$63.0K | 2.4% |
| Kestra Advisory Services, LLC | 18,995 | +235 | $1.9M | -$61.3K | 1.3% |
| QRG CAPITAL MANAGEMENT, INC. | 56,040 | +1,854 | $5.6M | -$59.8K | 3.4% |
| Stratos Wealth Partners, LTD. | 14,291 | +49 | $1.4M | -$59.5K | 0.3% |
| Huntleigh Advisors, Inc. | 13,441 | +37 | $1.3M | -$56.9K | 0.3% |
| Kentucky Trust Co | 14,759 | +100 | $1.5M | -$56.3K | 0.7% |
| Norinchukin Bank, The | 12,140 | +20 | $1.2M | -$52.8K | 0.2% |
| BLAIR WILLIAM & CO/IL | 4,144 | +674 | $413.8K | +$51.6K | 19.4% |
| SMITH, MOORE & CO. | 16,908 | +239 | $1.7M | -$51.5K | 1.4% |
| Visionary Wealth Advisors | 11,224 | +2 | $1.1M | -$50.5K | 0.0% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,112 | +139 | $1.4M | -$49.3K | 1.0% |
| Miracle Mile Advisors, LLC | 2,513 | +572 | $250.9K | +$48.3K | 29.5% |
| Czech National Bank | 71,315 | +2,636 | $7.1M | -$47.2K | 3.8% |
| VCI Wealth Management LLC | 14,927 | +1,085 | $1.5M | +$45.8K | 7.8% |
| Detalus Advisors, LLC | 6,977 | +735 | $696.7K | +$45.2K | 11.8% |
| ASSETMARK, INC | 7,037 | +732 | $702.7K | +$44.6K | 11.6% |
| CHOREO, LLC | 16,280 | +54 | $1.7M | -$42.1K | 0.3% |
| Quarry LP | 2,645 | +517 | $264.1K | +$42.0K | 24.3% |
| Vanguard Personalized Indexing Management, LLC | 29,239 | +887 | $2.9M | -$41.4K | 3.1% |
| Maxele Advisors, LLC | 9,189 | +3 | $917.6K | -$41.2K | 0.0% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11,312 | +5 | $1.1M | +$39.7K | 0.0% |
| Archford Capital Strategies, LLC | 8,237 | +5 | $822.5K | -$36.7K | 0.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8,644 | +25 | $863.2K | -$36.5K | 0.3% |
| Dean Capital Management | 25,807 | +788 | $2.6M | -$34.4K | 3.1% |
| T. Rowe Price Investment Management, Inc. | 15,885,476 | +362,052 | $1.6M | -$34.0K | 2.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 14,660 | +954 | $1.5M | +$33.3K | 7.0% |
| Sound Income Strategies, LLC | 309 | +304 | $32.1K | +$31.6K | 6080.0% |
| HUNTINGTON NATIONAL BANK | 11,289 | +186 | $1.1M | -$31.6K | 1.7% |
| NEUBERGER BERMAN GROUP LLC | 53,119 | +2,000 | $5.3M | -$31.3K | 3.9% |
| Baird Financial Group, Inc. | 11,120 | +184 | $1.1M | -$31.0K | 1.7% |
| Ancora Advisors LLC | 311 | +307 | $31.1K | +$30.6K | 7675.0% |
| Lido Advisors, LLC | 15,588 | +491 | $1.6M | +$30.4K | 3.3% |
| FIFTH THIRD BANCORP | 5,811 | +542 | $580.3K | +$30.3K | 10.3% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 6,769 | +7 | $676.0K | -$29.9K | 0.1% |
| JAG CAPITAL MANAGEMENT, LLC | 9,668 | +134 | $965.4K | -$29.7K | 1.4% |
| Meiji Yasuda Asset Management Co Ltd. | 6,962 | +32 | $695.2K | -$28.1K | 0.5% |
| STRS OHIO | 6,464 | +11 | $645.5K | -$28.1K | 0.2% |
| GEM Asset Management, LLC | 4,997 | +10 | $495.0K | -$26.6K | 0.2% |
| Fox Hill Wealth Management | 20,237 | +1,124 | $2.0M | +$25.8K | 5.9% |
| XPONANCE, INC. | 42,834 | +2,099 | $4.3M | +$25.5K | 5.2% |
| Lavaca Capital LLC | 7,475 | +86 | $746.4K | -$24.8K | 1.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6,017 | +494 | $600.9K | +$24.4K | 8.9% |
| MJT & Associates Financial Advisory Group, Inc. | 500 | +250 | $49.9K | +$23.8K | 100.0% |
| OneDigital Investment Advisors LLC | 8,558 | +593 | $854.6K | +$23.2K | 7.4% |
| Versant Capital Management, Inc | 876 | +257 | $87.5K | +$22.9K | 41.5% |
| Clearstead Advisors, LLC | 6,236 | +483 | $622.7K | +$22.2K | 8.4% |
| MAI Capital Management | 11,070 | +690 | $1.1M | +$22.0K | 6.6% |
| Avidian Wealth Enterprises, LLC | 7,953 | +136 | $794.2K | -$21.8K | 1.7% |
| Envestnet Portfolio Solutions, Inc. | 3,218 | +346 | $321.4K | +$21.6K | 12.0% |
| TWIN CAPITAL MANAGEMENT INC | 5,525 | +41 | $551.7K | -$20.7K | 0.7% |
| Atlantic Union Bankshares Corp | 1,011 | +238 | $101.0K | +$20.3K | 30.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 15,820 | +363 | $1.6M | -$20.1K | 2.3% |
| HighPoint Advisor Group LLC | 4,571 | +378 | $456.4K | +$18.7K | 9.0% |
| Saxony Capital Management, LLC | 4,394 | +14 | $438.8K | -$18.4K | 0.3% |
| Prosperitas Financial LLC | 38,415 | +1,493 | $3.8M | -$17.8K | 4.0% |
| Activest Wealth Management | 208 | +176 | $20.8K | +$17.4K | 550.0% |
| Wealthfront Advisers LLC | 70,985 | +3,234 | $7.1M | +$16.7K | 4.8% |
| Parallel Advisors, LLC | 5,653 | +85 | $564.5K | -$16.7K | 1.5% |
| Steward Partners Investment Advisory, LLC | 8,780 | +227 | $876.8K | -$16.0K | 2.6% |
| First Bank & Trust | 5,487 | +87 | $547.9K | -$15.7K | 1.6% |
| Heartland Bank & Trust Co | 6,028 | +123 | $602.0K | -$14.4K | 2.1% |
| Tyche Wealth Partners LLC | 2,770 | +258 | $276.6K | +$14.3K | 10.3% |
| SG Americas Securities, LLC | 144,626 | +142,167 | $14.4K | +$14.2K | 5781.5% |
| Brookstone Capital Management | 3,233 | +6 | $322.8K | -$14.0K | 0.2% |
| Jacobi Capital Management LLC | 3,318 | +12 | $331.3K | -$13.8K | 0.4% |
| Physician Wealth Advisors, Inc. | 3,455 | +25 | $345.0K | -$13.0K | 0.7% |
| LongView Wealth Management | 3,713 | +26 | $372.0K | -$12.8K | 0.7% |
| CAPTRUST FINANCIAL ADVISORS | 20,546 | +768 | $2.1M | -$12.7K | 3.9% |
| Ameritas Investment Partners, Inc. | 2,877 | +3 | $287.3K | -$12.7K | 0.1% |
| ROMAN BUTLER FULLERTON & CO | 14,914 | +31 | $1.5M | +$12.4K | 0.2% |
| PFG Investments, LLC | 2,939 | +10 | $293.5K | -$12.2K | 0.3% |
| Ballentine Partners, LLC | 2,264 | +215 | $226.1K | +$12.2K | 10.5% |
| Valeo Financial Advisors, LLC | 2,978 | +245 | $297.4K | +$12.1K | 9.0% |
| Aptus Capital Advisors, LLC | 2,797 | +7 | $279.3K | -$11.9K | 0.3% |
| Net Worth Advisory Group | 2,782 | +8 | $277.8K | -$11.7K | 0.3% |
| CVA Family Office, LLC | 2,673 | +5 | $266.9K | -$11.6K | 0.2% |
| Permanent Capital Management, LP | 2,919 | +16 | $291.5K | -$11.5K | 0.6% |
| Powers Advisory Group, LLC | 2,735 | +10 | $273.1K | -$11.3K | 0.4% |
| Moors & Cabot, Inc. | 4,632 | +92 | $462.5K | -$11.3K | 2.0% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 2,785 | +16 | $278.1K | -$11.0K | 0.6% |
| Smartleaf Asset Management LLC | 1,127 | +136 | $113.6K | +$10.9K | 13.7% |
| Ashton Thomas Private Wealth, LLC | 3,157 | +240 | $315.3K | +$10.8K | 8.2% |
| &PARTNERS | 16,579 | +601 | $1.7M | -$10.4K | 3.8% |
| Wealthcare Advisory Partners LLC | 2,775 | +22 | $277.1K | -$10.3K | 0.8% |
| Wealth Watch Advisors, INC | 108 | +102 | $10.8K | +$10.2K | 1700.0% |
| IHT Wealth Management, LLC | 4,128 | +82 | $412.2K | -$10.1K | 2.0% |
| CITIZENS FINANCIAL GROUP INC/RI | 4,782 | +113 | $477.5K | -$9.8K | 2.4% |
| BRADLEY FOSTER & SARGENT INC/CT | 2,400 | +10 | $239.7K | -$9.8K | 0.4% |
| Annis Gardner Whiting Capital Advisors, LLC | 349 | +109 | $34.9K | +$9.8K | 45.4% |
| RFG Advisory, LLC | 3,854 | +77 | $384.9K | -$9.3K | 2.0% |
| Prosperity Financial Group, Inc. | 2,027 | +4 | $202.4K | -$8.8K | 0.2% |
| Wagner Wealth Management, LLC | 3,448 | +233 | $344.3K | +$8.7K | 7.2% |
| TECTONIC ADVISORS LLC | 7,419 | +404 | $740.9K | +$8.7K | 5.8% |
| AlphaQuest LLC | 2,300 | +180 | $229.7K | +$8.4K | 8.5% |
| Turtle Creek Wealth Advisors, LLC | 3,086 | +214 | $308.2K | +$8.4K | 7.5% |
| Mutual Advisors, LLC | 27,967 | +1,124 | $2.8M | -$7.8K | 4.2% |
| Gerber Kawasaki Wealth & Investment Management | 2,896 | +51 | $289.3K | -$7.8K | 1.8% |
| Private Advisor Group, LLC | 6,274 | +198 | $626.5K | -$7.7K | 3.3% |
| Forvis Mazars Wealth Advisors, LLC | 5,305 | +299 | $529.8K | +$7.2K | 6.0% |
| Compound Planning, Inc. | 2,476 | +174 | $247.2K | +$7.0K | 7.5% |
| Welch Group, LLC | 2,450 | +40 | $244.7K | -$6.9K | 1.6% |
| DRIVE WEALTH MANAGEMENT, LLC | 3,504 | +216 | $349.9K | +$6.7K | 6.6% |
| AdvisorNet Financial, Inc | 1,449 | +1 | $144.7K | -$6.5K | 0.1% |
| Procyon Advisors, LLC | 6,269 | +219 | $626.0K | -$5.5K | 3.6% |
| Checchi Capital Advisers, LLC | 2,342 | +51 | $233.9K | -$5.3K | 2.2% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7,799 | +393 | $778.3K | +$5.1K | 5.3% |
| Ausdal Financial Partners, Inc. | 2,639 | +68 | $263.5K | -$4.8K | 2.6% |
| MassMutual Private Wealth & Trust, FSB | 1,208 | +8 | $120.6K | -$4.6K | 0.7% |
| Nemes Rush Group LLC | 1,124 | +5 | $112.2K | -$4.6K | 0.4% |
| AE Wealth Management LLC | 4,626 | +241 | $461.9K | +$4.3K | 5.5% |
| Manchester Capital Management LLC | 101 | +45 | $10.1K | +$4.2K | 80.3% |
| Prime Capital Investment Advisors, LLC | 2,415 | +66 | $241.1K | -$4.1K | 2.8% |
| JFS WEALTH ADVISORS, LLC | 145 | +43 | $14.5K | +$3.8K | 42.1% |
| Beacon Pointe Advisors, LLC | 3,707 | +196 | $370.2K | +$3.7K | 5.6% |
| IMA Advisory Services, Inc. | 38 | +36 | $3.8K | +$3.6K | 1800.0% |
| BROWN ADVISORY INC | 5,026 | +185 | $501.9K | -$3.4K | 3.8% |
| LMR Partners LLP | 5,310 | +262 | $530.3K | +$3.3K | 5.2% |
| PRIVATE TRUST CO NA | 1,849 | +112 | $184.7K | +$3.3K | 6.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,155 | +63 | $215.2K | -$3.2K | 3.0% |
| Geneos Wealth Management Inc. | 729 | +61 | $72.8K | +$3.1K | 9.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 23,239 | +977 | $2.3M | -$3.1K | 4.4% |
| Segment Wealth Management, LLC | 3,045 | +104 | $304.1K | -$2.9K | 3.5% |
| Wheelhouse Advisory Group LLC | 6,248 | +195 | $629.5K | -$2.4K | 3.2% |
| Rafferty Asset Management, LLC | 29,789 | +1,312 | $3.0M | +$2.3K | 4.6% |
| Transamerica Financial Advisors, LLC | 28 | +22 | $2.8K | +$2.2K | 366.7% |
| CarsonAllaria Wealth Management, Ltd. | 2,165 | +76 | $216.2K | -$1.9K | 3.6% |
| SJS Investment Consulting Inc. | 60 | +21 | $6.0K | +$1.9K | 53.8% |
| HARBOUR INVESTMENTS, INC. | 1,598 | +51 | $159.6K | -$1.9K | 3.3% |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,412 | +469 | $1.0M | +$1.9K | 4.7% |
| GHP Investment Advisors, Inc. | 504 | +4 | $50.3K | -$1.9K | 0.8% |
| Foundations Investment Advisors, LLC | 7,523 | +344 | $751.2K | +$1.8K | 4.8% |
| Quent Capital, LLC | 602 | +10 | $60.1K | -$1.8K | 1.7% |
| Roxbury Financial LLC | 290 | +1 | $29.0K | -$1.2K | 0.3% |
| Root Financial Partners, LLC | 548 | +34 | $54.7K | +$1.1K | 6.6% |
| HIGHLINE WEALTH PARTNERS LLC | 268 | +2 | $26.8K | -$1.0K | 0.8% |
| Spire Wealth Management | 269 | +2 | $26.9K | -$1.0K | 0.7% |
| Bay Harbor Wealth Management, LLC | 23 | +10 | $2.3K | +$940 | 76.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 213 | +1 | $21.2K | -$918 | 0.5% |
| NATIXIS ADVISORS, LLC | 77,848 | +11,917 | $7.8K | +$892 | 18.1% |
| Golden State Wealth Management, LLC | 229 | +2 | $22.9K | -$867 | 0.9% |
| CYBER HORNET ETFs LLC | 757 | +41 | $75.6K | +$858 | 5.7% |
| ELEVATION WEALTH PARTNERS, LLC | 427 | +11 | $42.6K | -$782 | 2.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,654 | +7,903 | $964 | +$781 | 451.3% |
| Treasurer of the State of North Carolina | 134,218 | +12,887 | $13.4K | +$738 | 10.6% |
| SouthState Corp | 47 | +8 | $4.7K | +$623 | 20.5% |
| S&T Bank/PA | 153 | +1 | $15.3K | -$587 | 0.7% |
| PARK AVENUE SECURITIES LLC | 11,946 | +5,922 | $1.2K | +$564 | 98.3% |
| Battery Global Advisors, LLC | 127 | +1 | $12.6K | -$479 | 0.8% |
| Cornerstone Planning Group LLC | 482 | +1 | $49.9K | +$468 | 0.2% |
| VAN ECK ASSOCIATES CORP | 106,533 | +8,318 | $10.6K | +$387 | 8.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 215 | +13 | $21.5K | +$385 | 6.4% |
| SBI Securities Co., Ltd. | 73 | +6 | $7.3K | +$297 | 8.9% |
| Dunhill Financial, LLC | 12 | +3 | $1.2K | +$270 | 33.3% |
| FARMERS & MERCHANTS INVESTMENTS INC | 180 | +10 | $18.0K | +$230 | 5.9% |
| Hughes Financial Services, LLC | 21 | +3 | $2.1K | +$219 | 16.7% |
| Bell Investment Advisors, Inc | 69 | +5 | $6.9K | +$210 | 7.8% |
| High Note Wealth, LLC | 3 | +2 | $300 | +$196 | 200.0% |
| VSM Wealth Advisory, LLC | 51 | +1 | $5.1K | -$192 | 2.0% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 8,266 | +1,504 | $825 | +$119 | 22.2% |
| Daiwa Securities Group Inc. | 55,599 | +1,328 | $5.6K | -$113 | 2.4% |
| American Capital Advisory, LLC | 5 | +1 | $500 | +$82 | 25.0% |
| Janney Montgomery Scott LLC | 17,197 | +1,498 | $1.7K | +$78 | 9.5% |
| Cambridge Investment Research Advisors, Inc. | 51,569 | +2,919 | $5.2K | +$72 | 6.0% |
| Abound Wealth Management | 28 | +2 | $2.8K | +$61 | 7.7% |
| WEDBUSH SECURITIES INC | 11,597 | +5 | $1.2K | -$52 | 0.0% |
| Rialto Wealth Management, LLC | 12 | +1 | $1.2K | +$50 | 9.1% |
| True Wealth Design, LLC | 56 | +2 | $5.6K | -$44 | 3.7% |
| HANTZ FINANCIAL SERVICES, INC. | 843 | +369 | $84 | +$35 | 77.8% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 2,460 | +357 | $246 | +$26 | 17.0% |
| CX Institutional | 2,299 | +324 | $230 | +$24 | 16.4% |
| Thrivent Financial for Lutherans | 17,149 | +624 | $1.7K | -$8 | 3.8% |
| Capital Advisors, Ltd. LLC | 852 | +1 | $85 | -$4 | 0.1% |
| Harel Insurance Investments & Financial Services Ltd. | 295 | +14 | $29 | $0 | 5.0% |
| Avion Wealth | 26 | +5 | $2 | $0 | 23.8% |