13F QoQ Ownership Changes
AEM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 170 new · 334 added · 530 reduced · 101 exited
New Positions(170)
Added To(334)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 8,065,618 | +1,393,443 | $1.37B | +$830.3M | 20.9% |
| 1832 Asset Management L.P. | 3,711,480 | +2,013,036 | $629.2M | +$342.9M | 118.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,635,686 | +1,176,384 | $616.6M | +$202.4M | 47.8% |
| Clearbridge Investments, LLC | 2,149,463 | +810,543 | $364.4M | +$138.7M | 60.5% |
| AQR CAPITAL MANAGEMENT LLC | 855,547 | +802,395 | $145.1M | +$136.1M | 1509.6% |
| GOLDMAN SACHS GROUP INC | 4,198,345 | +758,396 | $711.7M | +$131.9M | 22.0% |
| Capital World Investors | 21,338,277 | +572,473 | $3.62B | +$121.3M | 2.8% |
| TORONTO DOMINION BANK | 1,871,824 | +489,798 | $317.4M | +$84.8M | 35.4% |
| MACKENZIE FINANCIAL CORP | 8,687,624 | +332,797 | $1.49B | +$82.6M | 4.0% |
| MORGAN STANLEY | 3,052,065 | +471,594 | $517.4M | +$82.5M | 18.3% |
| VANGUARD GROUP INC | 20,979,666 | +309,717 | $3.56B | +$76.4M | 1.5% |
| Quadrature Capital Ltd | 838,500 | +432,300 | $142.4M | +$73.9M | 106.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,108,126 | +342,113 | $893.2M | +$67.8M | 7.2% |
| DEUTSCHE BANK AG\ | 8,570,961 | +345,362 | $1.45B | +$66.5M | 4.2% |
| CIBC WORLD MARKET INC. | 3,562,524 | +274,662 | $604.2M | +$50.6M | 8.3% |
| Bank of New York Mellon Corp | 795,821 | +239,712 | $134.9M | +$41.2M | 43.1% |
| TD Asset Management Inc | 9,665,456 | +165,263 | $1.64B | +$40.8M | 1.7% |
| Nuveen, LLC | 1,352,291 | +195,612 | $229.4M | +$34.5M | 16.9% |
| SIG North Trading, ULC | 652,900 | +181,800 | $110.7M | +$31.3M | 38.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 6,529,513 | +137,093 | $1.11B | +$30.9M | 2.1% |
| Point72 Asset Management, L.P. | 185,000 | +171,500 | $31.4M | +$29.1M | 1270.4% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 237,216 | +150,897 | $40.2M | +$25.7M | 174.8% |
| Legal & General Group Plc | 3,491,203 | +111,892 | $592.8M | +$23.5M | 3.3% |
| MEDICI CAPITAL LLC | 285,082 | +39,400 | $48.3M | +$22.4M | 16.0% |
| WELLS FARGO & COMPANY/MN | 644,830 | +101,892 | $109.3M | +$17.8M | 18.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8,629,935 | +40,190 | $1.46B | +$15.7M | 0.5% |
| GUARDIAN CAPITAL LP | 1,024,503 | +83,775 | $173.8M | +$15.3M | 8.9% |
| Pictet Asset Management Holding SA | 360,920 | +79,642 | $61.3M | +$13.9M | 28.3% |
| Trexquant Investment LP | 109,209 | +72,724 | $18.5M | +$12.4M | 199.3% |
| Walleye Capital LLC | 243,901 | +71,600 | $41.3M | +$12.3M | 41.5% |
| SCOTIA CAPITAL INC. | 806,664 | +64,856 | $136.7M | +$11.9M | 8.7% |
| FORSTA AP-FONDEN | 173,800 | +66,900 | $29.5M | +$11.5M | 62.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 446,499 | +55,162 | $76.7M | +$11.5M | 14.1% |
| NWAM LLC | 96,086 | +64,256 | $16.6M | +$11.4M | 201.9% |
| Carmignac Gestion | 268,511 | +64,485 | $45.5M | +$11.1M | 31.6% |
| Capital International Investors | 247,724 | +62,938 | $42.0M | +$10.9M | 34.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 290,913 | +59,964 | $49.4M | +$10.5M | 26.0% |
| BAROMETER CAPITAL MANAGEMENT INC. | 168,200 | +85,872 | $8.9M | -$10.4M | 104.3% |
| TB Alternative Assets Ltd. | 229,630 | +58,490 | $38.9M | +$10.1M | 34.2% |
| Explore Capital Management, LLC | 98,800 | +63,400 | $15.3M | +$9.3M | 179.1% |
| Trek Financial, LLC | 72,372 | +52,579 | $12.3M | +$8.9M | 265.6% |
| Capital International, Inc./CA/ | 88,378 | +48,185 | $15.0M | +$8.2M | 119.9% |
| CITIGROUP INC | 706,401 | +42,200 | $120.0M | +$8.1M | 6.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,201,617 | +37,196 | $204.0M | +$7.9M | 3.2% |
| LPL Financial LLC | 400,520 | +43,315 | $67.9M | +$7.7M | 12.1% |
| BlackRock, Inc. | 664,055 | +41,383 | $112.6M | +$7.6M | 6.6% |
| Harvest Portfolios Group Inc. | 137,292 | +43,051 | $23.3M | +$7.4M | 45.7% |
| Investment Management Corp of Ontario | 89,814 | +41,065 | $15.2M | +$7.0M | 84.2% |
| Bridgewater Associates, LP | 134,285 | +38,963 | $22.8M | +$6.7M | 40.9% |
| LAZARD ASSET MANAGEMENT LLC | 921,514 | +33,275 | $156.3M | +$6.7M | 3.7% |
| Engineers Gate Manager LP | 42,253 | +33,868 | $7.2M | +$5.7M | 403.9% |
| Candriam S.C.A. | 249,648 | +31,345 | $42.4M | +$5.6M | 14.3% |
| Gunderson Capital Management Inc. | 48,104 | +31,378 | $8.2M | +$5.3M | 187.6% |
| RAYMOND JAMES FINANCIAL INC | 650,951 | +27,572 | $110.4M | +$5.3M | 4.4% |
| AVIVA PLC | 427,640 | +27,549 | $72.6M | +$5.3M | 6.9% |
| Andra AP-fonden | 130,487 | +20,665 | $30.4M | +$4.6M | 18.8% |
| Vident Advisory, LLC | 47,333 | +26,463 | $8.0M | +$4.5M | 126.8% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 689,171 | +22,283 | $116.8M | +$4.4M | 3.3% |
| Mitsubishi UFJ Trust & Banking Corp | 86,877 | +22,554 | $14.7M | +$3.9M | 35.1% |
| AMERIPRISE FINANCIAL INC | 160,620 | +19,918 | $30.0M | +$3.9M | 14.2% |
| Mariner, LLC | 76,262 | +22,251 | $12.9M | +$3.8M | 41.2% |
| VICTORY CAPITAL MANAGEMENT INC | 54,893 | +22,182 | $9.3M | +$3.8M | 67.8% |
| Sumitomo Mitsui Trust Group, Inc. | 65,404 | +19,647 | $11.1M | +$3.4M | 42.9% |
| ASSETMARK, INC | 30,968 | +19,558 | $5.3M | +$3.3M | 171.4% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 127,311 | +18,485 | $21.6M | +$3.3M | 17.0% |
| Rockefeller Capital Management L.P. | 37,051 | +18,486 | $6.3M | +$3.2M | 99.6% |
| Gotham Asset Management, LLC | 41,847 | +17,772 | $7.1M | +$3.0M | 73.8% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 54,900 | +17,300 | $9.3M | +$3.0M | 46.0% |
| Walleye Trading LLC | 307,566 | +15,618 | $52.1M | +$2.9M | 5.3% |
| NORTHERN TRUST CORP | 485,121 | +13,073 | $82.2M | +$2.7M | 2.8% |
| SUMITOMO LIFE INSURANCE CO | 20,166 | +14,959 | $3.4M | +$2.5M | 287.3% |
| Delta Investment Management, LLC | 15,824 | +14,183 | $2.7M | +$2.4M | 864.3% |
| Russell Investments Group, Ltd. | 317,358 | +9,517 | $54.1M | +$2.4M | 3.1% |
| Qube Research & Technologies Ltd | 466,290 | +10,596 | $79.1M | +$2.2M | 2.3% |
| MML INVESTORS SERVICES, LLC | 28,334 | +12,871 | $4.8M | +$2.2M | 83.2% |
| Quantinno Capital Management LP | 50,950 | +12,615 | $8.6M | +$2.2M | 32.9% |
| Kestra Advisory Services, LLC | 29,492 | +12,382 | $5.0M | +$2.1M | 72.4% |
| J. Safra Sarasin Holding AG | 46,141 | +12,244 | $7.8M | +$2.1M | 36.1% |
| Violich Capital Management, Inc. | 53,273 | +11,243 | $9.0M | +$1.9M | 26.7% |
| BNP PARIBAS FINANCIAL MARKETS | 36,308 | +190 | $18.7M | -$1.9M | 0.5% |
| Orion Porfolio Solutions, LLC | 29,251 | +10,645 | $5.0M | +$1.8M | 57.2% |
| Creative Planning | 83,854 | +10,269 | $14.2M | +$1.8M | 13.9% |
| Sigma Planning Corp | 15,882 | +9,849 | $2.8M | +$1.8M | 163.3% |
| Hillsdale Investment Management Inc. | 414,943 | +6,722 | $70.5M | +$1.8M | 1.6% |
| Tidal Investments LLC | 25,945 | +9,879 | $4.4M | +$1.7M | 61.5% |
| Corient Private Wealth LLC | 51,939 | +7,878 | $7.7M | +$1.6M | 17.9% |
| Baird Financial Group, Inc. | 209,640 | +8,075 | $35.5M | +$1.6M | 4.0% |
| HOHIMER WEALTH MANAGEMENT, LLC | 46,543 | +8,740 | $7.9M | +$1.5M | 23.1% |
| Geneva Partners, LLC | 36,235 | +8,606 | $6.1M | +$1.5M | 31.1% |
| Crescent Grove Advisors, LLC | 13,480 | +8,090 | $2.3M | +$1.4M | 150.1% |
| CADINHA & CO LLC | 11,211 | +8,000 | $1.9M | +$1.4M | 249.1% |
| Dynamic Technology Lab Private Ltd | 11,590 | +7,850 | $2.0M | +$1.3M | 209.9% |
| Northwest & Ethical Investments L.P. | 105,854 | +6,506 | $18.0M | +$1.3M | 6.5% |
| Avanza Fonder AB | 49,584 | +5,940 | $11.5M | +$1.3M | 13.6% |
| HighTower Advisors, LLC | 52,877 | +6,757 | $9.0M | +$1.2M | 14.7% |
| CAPITAL INTERNATIONAL SARL | 114,700 | +6,029 | $19.5M | +$1.2M | 5.5% |
| US BANCORP \DE\ | 20,955 | +6,758 | $3.6M | +$1.2M | 47.6% |
| Horizon Investments, LLC | 7,038 | +6,790 | $1.2M | +$1.2M | 2737.9% |
| Independent Advisor Alliance | 18,114 | +6,058 | $3.1M | +$1.0M | 50.2% |
| EVOKE WEALTH, LLC | 28,786 | +5,930 | $4.9M | +$1.0M | 25.9% |
| OLD SECOND NATIONAL BANK OF AURORA | 7,218 | +5,951 | $1.2M | +$1.0M | 469.7% |
| D.A. DAVIDSON & CO. | 32,868 | +5,777 | $5.6M | +$1.0M | 21.3% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 38,341 | +5,668 | $6.5M | +$992.6K | 17.3% |
| PRINCIPAL FINANCIAL GROUP INC | 64,089 | +4,843 | $10.9M | +$901.8K | 8.2% |
| Munich Reinsurance Co Stock Corp in Munich | 6,011 | +5,124 | $1.0M | +$884.3K | 577.7% |
| NewEdge Advisors, LLC | 27,471 | +5,005 | $4.7M | +$870.3K | 22.3% |
| Marks Group Wealth Management, Inc | 8,470 | +4,711 | $1.4M | +$802.3K | 125.3% |
| Old West Investment Management, LLC | 107,152 | +4,123 | $18.2M | +$798.9K | 4.0% |
| Concurrent Investment Advisors, LLC | 6,405 | +4,699 | $1.1M | +$798.4K | 275.4% |
| Advisors Capital Management, LLC | 126,471 | +3,996 | $21.4M | +$796.3K | 3.3% |
| RITHOLTZ WEALTH MANAGEMENT | 20,105 | +4,328 | $3.4M | +$749.1K | 27.4% |
| Rathbones Group PLC | 57,910 | +4,005 | $9.8M | +$749.0K | 7.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 134,082 | +3,400 | $22.7M | +$721.5K | 2.6% |
| Cerity Partners LLC | 46,653 | +3,992 | $7.9M | +$718.2K | 9.3% |
| Equitable Holdings, Inc. | 9,106 | +3,834 | $1.5M | +$655.1K | 72.7% |
| Gladstone Institutional Advisory LLC | 26,559 | +3,706 | $4.5M | +$650.6K | 16.2% |
| AustralianSuper Pty Ltd | 145,079 | +2,799 | $24.6M | +$644.8K | 2.0% |
| 180 WEALTH ADVISORS, LLC | 5,793 | +3,754 | $982.1K | +$638.4K | 184.1% |
| SEI INVESTMENTS CO | 14,578 | +3,464 | $2.5M | +$598.1K | 31.2% |
| JONES FINANCIAL COMPANIES LLLP | 12,405 | +3,163 | $2.1M | +$592.8K | 34.2% |
| Arkadios Wealth Advisors | 7,729 | +3,412 | $1.3M | +$582.7K | 79.0% |
| Pathstone Holdings, LLC | 29,465 | +3,239 | $5.0M | +$574.5K | 12.3% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 34,507 | +3,086 | $5.8M | +$553.6K | 9.8% |
| Cetera Investment Advisers | 86,360 | +2,720 | $14.6M | +$542.3K | 3.3% |
| Prospera Financial Services Inc | 6,780 | +3,167 | $1.1M | +$540.6K | 87.7% |
| WEXFORD CAPITAL LP | 4,693 | +3,144 | $795.6K | +$534.5K | 203.0% |
| VAN ECK ASSOCIATES CORP | 17,225,477 | +3,062,705 | $2.9M | +$533.0K | 21.6% |
| Focus Partners Wealth | 53,460 | +2,520 | $9.1M | +$474.4K | 4.9% |
| SUSQUEHANNA ADVISORS GROUP, INC. | 41,350 | +2,403 | $7.0M | +$445.2K | 6.2% |
| MGO ONE SEVEN LLC | 8,563 | +2,535 | $1.5M | +$435.6K | 42.0% |
| Lansforsakringar Fondforvaltning AB (publ) | 113,992 | +1,598 | $19.4M | +$422.1K | 1.4% |
| Vise Technologies, Inc. | 20,327 | +2,350 | $3.4M | +$415.9K | 13.1% |
| BOOTHBAY FUND MANAGEMENT, LLC | 4,883 | +2,318 | $827.8K | +$395.5K | 90.4% |
| May Hill Capital, LLC | 5,096 | +2,315 | $863.9K | +$395.2K | 83.2% |
| &PARTNERS | 22,354 | +2,160 | $3.8M | +$395.0K | 10.7% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,878 | +2,259 | $487.9K | +$383.5K | 364.9% |
| Williamson Legacy Group, LLC | 14,875 | +2,109 | $2.5M | +$369.9K | 16.5% |
| STIFEL FINANCIAL CORP | 259,822 | +660 | $44.0M | +$363.7K | 0.3% |
| SILVER OAK SECURITIES, INCORPORATED | 3,856 | +2,062 | $662.6K | +$360.2K | 114.9% |
| Vanguard Personalized Indexing Management, LLC | 21,680 | +1,914 | $3.7M | +$343.3K | 9.7% |
| Dai-ichi Life Insurance Company, Ltd | 5,200 | +2,000 | $881.6K | +$342.2K | 62.5% |
| Atria Investments, Inc | 4,167 | +1,939 | $706.4K | +$330.8K | 87.0% |
| IEQ CAPITAL, LLC | 10,664 | +1,845 | $1.8M | +$321.4K | 20.9% |
| Nemes Rush Group LLC | 1,890 | +1,884 | $320.5K | +$319.4K | 31400.0% |
| GWN SECURITIES INC. | 5,087 | +1,746 | $862.5K | +$297.0K | 52.3% |
| Chicago Partners Investment Group LLC | 3,305 | +636 | $709.1K | +$290.6K | 23.8% |
| RWA WEALTH PARTNERS, LLC | 46,399 | +1,380 | $7.9M | +$277.6K | 3.1% |
| Aptus Capital Advisors, LLC | 5,350 | +1,578 | $907.0K | +$271.2K | 41.8% |
| ALLIANCEBERNSTEIN L.P. | 91,770 | +1,065 | $15.6M | +$268.5K | 1.2% |
| Union Bancaire Privee, UBP SA | 5,958 | +1,512 | $899.5K | +$265.4K | 34.0% |
| UniSuper Management Pty Ltd | 9,700 | +1,200 | $2.3M | +$265.4K | 14.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 10,319 | +1,514 | $1.7M | +$265.2K | 17.2% |
| Diversify Advisory Services, LLC | 6,737 | +181 | $1.3M | +$265.1K | 2.8% |
| Beacon Pointe Advisors, LLC | 75,156 | +1,047 | $12.7M | +$249.4K | 1.4% |
| Allianz SE | 81,105 | +751 | $13.8M | +$235.2K | 0.9% |
| Portside Wealth Group, LLC | 16,027 | +1,300 | $2.7M | +$234.7K | 8.8% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 22,182 | +1,194 | $3.8M | +$231.7K | 5.7% |
| Envestnet Portfolio Solutions, Inc. | 3,539 | +1,342 | $600.0K | +$229.7K | 61.1% |
| WEALTH ALLIANCE, LLC | 2,661 | +1,334 | $451.2K | +$227.5K | 100.5% |
| TRUIST FINANCIAL CORP | 48,888 | +1,053 | $8.3M | +$225.0K | 2.2% |
| Wealthspire Advisors, LLC | 2,370 | +1,296 | $401.8K | +$220.8K | 120.7% |
| Sivia Capital Partners, LLC | 4,340 | +1,269 | $735.7K | +$218.1K | 41.3% |
| Accordant Advisory Group Inc | 31,903 | +1,013 | $5.4M | +$201.7K | 3.3% |
| Advisors Asset Management, Inc. | 17,332 | +1,019 | $2.9M | +$188.6K | 6.2% |
| Farther Finance Advisors, LLC | 9,551 | +938 | $1.6M | +$167.5K | 10.9% |
| Financial Sense Advisors, Inc. | 35,767 | +776 | $6.1M | +$165.6K | 2.2% |
| CHOREO, LLC | 10,381 | +774 | $1.8M | +$164.6K | 8.1% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 22,589 | +828 | $3.8M | +$161.5K | 3.8% |
| Advisory Services Network, LLC | 21,535 | +824 | $3.7M | +$159.8K | 4.0% |
| Sequoia Financial Advisors, LLC | 10,978 | +873 | $1.9M | +$157.8K | 8.6% |
| SeaBridge Investment Advisors LLC | 3,618 | +875 | $613.4K | +$151.0K | 31.9% |
| Catalyst Capital Advisors LLC | 1,835 | +885 | $311.1K | +$151.0K | 93.2% |
| DANSKE BANK A/S | 10,031 | +692 | $1.7M | +$149.5K | 7.4% |
| MassMutual Private Wealth & Trust, FSB | 1,710 | +815 | $289.9K | +$139.0K | 91.1% |
| Pinnacle Wealth Management Group, Inc. | 25,801 | +652 | $4.4M | +$134.9K | 2.6% |
| SevenBridge Financial Group, LLC | 2,067 | +251 | $445.2K | +$130.7K | 13.8% |
| HB Wealth Management, LLC | 6,366 | +726 | $1.1M | +$128.5K | 12.9% |
| Icon Wealth Advisors, LLC | 1,567 | +752 | $265.7K | +$128.3K | 92.3% |
| J.W. COLE ADVISORS, INC. | 2,825 | +727 | $479.0K | +$125.4K | 34.6% |
| Citizens National Bank Trust Department | 24,537 | +584 | $4.2M | +$122.2K | 2.4% |
| Wahed Invest LLC | 9,931 | +640 | $1.7M | +$121.1K | 6.9% |
| SIGNATUREFD, LLC | 11,443 | +648 | $1.9M | +$120.3K | 6.0% |
| Cardinal Capital Management, Inc. | 1,565 | +110 | $364.3K | +$119.1K | 7.6% |
| Avestar Capital, LLC | 4,064 | +673 | $689.0K | +$117.4K | 19.8% |
| GAMCO INVESTORS, INC. ET AL | 47,265 | +420 | $8.0M | +$116.6K | 0.9% |
| USS Investment Management Ltd | 93,721 | +16 | $15.9M | +$113.9K | 0.0% |
| Focus Partners Advisor Solutions, LLC | 2,702 | +634 | $458.1K | +$109.9K | 30.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 491,315 | +485,927 | $109.2K | +$108.3K | 9018.7% |
| Clark Capital Management Group, Inc. | 2,832 | +618 | $480.1K | +$106.9K | 27.9% |
| TCFG WEALTH MANAGEMENT, LLC | 21,206 | +500 | $3.6M | +$105.0K | 2.4% |
| PRINCIPAL SECURITIES, INC. | 5,131 | +581 | $869.9K | +$102.9K | 12.8% |
| Smartleaf Asset Management LLC | 1,230 | +567 | $211.4K | +$100.9K | 85.5% |
| HARBOUR INVESTMENTS, INC. | 4,049 | +568 | $686.4K | +$99.7K | 16.3% |
| Quadcap Wealth Management, LLC | 9,031 | +526 | $1.5M | +$97.5K | 6.2% |
| Kovack Advisors, Inc. | 3,339 | +556 | $566.1K | +$96.9K | 20.0% |
| Atlantic Edge Private Wealth Management, LLC | 1,496 | +545 | $253.6K | +$93.3K | 57.3% |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,840 | +511 | $990.1K | +$91.8K | 9.6% |
| Clarius Group, LLC | 2,274 | +528 | $385.5K | +$91.2K | 30.2% |
| Private Advisor Group, LLC | 10,485 | +436 | $1.8M | +$83.7K | 4.3% |
| FIRST HORIZON CORP | 17,104 | +391 | $2.9M | +$82.5K | 2.3% |
| Valeo Financial Advisors, LLC | 2,210 | +475 | $374.6K | +$82.1K | 27.4% |
| PRUDENTIAL PLC | 4,545 | +454 | $770.8K | +$81.9K | 11.1% |
| Foundations Investment Advisors, LLC | 1,800 | +465 | $305.1K | +$80.1K | 34.8% |
| CAPTRUST FINANCIAL ADVISORS | 5,718 | +418 | $969.4K | +$76.1K | 7.9% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5,588 | +415 | $947.4K | +$75.4K | 8.0% |
| EverSource Wealth Advisors, LLC | 1,463 | +412 | $248.0K | +$70.9K | 39.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,886 | +365 | $1.3M | +$69.2K | 4.8% |
| ASR Vermogensbeheer N.V. | 13,446 | +300 | $2.3M | +$68.6K | 2.3% |
| CREDIT AGRICOLE S A | 49,136 | +123 | $8.3M | +$68.4K | 0.3% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 15,333 | +276 | $2.6M | +$67.1K | 1.8% |
| Visionary Wealth Advisors | 31,836 | +202 | $5.4M | +$64.9K | 0.6% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 57,002 | +55 | $9.7M | +$64.6K | 0.1% |
| Manchester Capital Management LLC | 420 | +370 | $71.2K | +$62.8K | 740.0% |
| Ascent Group, LLC | 2,420 | +349 | $410.3K | +$61.2K | 16.9% |
| Royal Fund Management, LLC | 18,800 | +248 | $3.2M | +$60.0K | 1.3% |
| Caldwell Trust Co | 370 | +291 | $62.7K | +$58.4K | 368.4% |
| AlphaCore Capital LLC | 13,709 | +263 | $2.3M | +$57.6K | 1.9% |
| OneDigital Investment Advisors LLC | 4,980 | +304 | $844.3K | +$56.1K | 6.5% |
| Fort Sheridan Advisors LLC | 2,060 | +311 | $349.2K | +$54.4K | 17.8% |
| Morse Asset Management, Inc | 3,800 | +300 | $644.2K | +$54.3K | 8.6% |
| NewEdge Wealth, LLC | 2,492 | +181 | $422.5K | +$53.4K | 7.8% |
| Ruggaard & Associates LLC | 14,477 | +230 | $2.5M | +$52.8K | 1.6% |
| HighPoint Advisor Group LLC | 4,523 | +270 | $766.8K | +$49.9K | 6.3% |
| AlTi Global, Inc. | 9,230 | +239 | $1.6M | +$49.3K | 2.6% |
| Dakota Wealth Management | 6,242 | +250 | $1.1M | +$48.2K | 4.2% |
| Stratos Wealth Partners, LTD. | 13,915 | +205 | $2.4M | +$48.0K | 1.5% |
| DAVENPORT & Co LLC | 2,051 | +263 | $347.6K | +$46.3K | 14.7% |
| Cullen/Frost Bankers, Inc. | 795 | +263 | $134.8K | +$45.1K | 49.4% |
| Scheer, Rowlett & Associates Investment Management Ltd. | 9,112 | +200 | $1.5M | +$44.6K | 2.2% |
| Gibraltar Capital Management, Inc. | 2,494 | +250 | $422.8K | +$44.6K | 11.1% |
| Vontobel Holding Ltd. | 30,087 | +48 | $5.1M | +$44.1K | 0.1% |
| MJT & Associates Financial Advisory Group, Inc. | 486 | +243 | $82.4K | +$41.4K | 100.0% |
| Fairvoy Private Wealth, LLC | 8,757 | +184 | $1.5M | +$39.5K | 2.1% |
| VERUS CAPITAL PARTNERS, LLC | 8,690 | +183 | $1.5M | +$39.3K | 2.1% |
| Modera Wealth Management, LLC | 3,564 | +207 | $604.2K | +$38.3K | 6.2% |
| Elite Wealth Management, Inc. | 27,164 | +61 | $4.6M | +$36.6K | 0.2% |
| New Harbor Financial Group, LLC | 2,080 | +205 | $352.6K | +$36.6K | 10.9% |
| Baader Bank Aktiengesellschaft | 5,419 | +386 | $787.1K | +$36.3K | 7.7% |
| Kathmere Capital Management, LLC | 2,042 | +199 | $346.2K | +$35.5K | 10.8% |
| Versant Capital Management, Inc | 1,757 | +196 | $297.9K | +$34.7K | 12.6% |
| BANK OF NOVA SCOTIA TRUST CO | 23,559 | +62 | $4.0M | +$33.3K | 0.3% |
| Merit Financial Group, LLC | 2,753 | +177 | $466.7K | +$32.5K | 6.9% |
| BROWN BROTHERS HARRIMAN & CO | 2,368 | +177 | $401.4K | +$32.1K | 8.1% |
| TRUST CO OF TOLEDO NA /OH/ | 1,178 | +178 | $199.7K | +$31.1K | 17.8% |
| BROWN ADVISORY INC | 3,598 | +145 | $610.0K | +$27.9K | 4.2% |
| Occidental Asset Management, LLC | 1,665 | +149 | $282.3K | +$26.7K | 9.8% |
| CALTON & ASSOCIATES, INC. | 1,744 | +143 | $295.7K | +$25.8K | 8.9% |
| United Community Bank | 1,412 | +140 | $239.4K | +$25.0K | 11.0% |
| FIRST MANHATTAN CO. LLC. | 1,405 | +140 | $238.2K | +$25.0K | 11.1% |
| PNC Financial Services Group, Inc. | 14,284 | +63 | $2.4M | +$24.5K | 0.4% |
| Brookstone Capital Management | 1,607 | +127 | $272.4K | +$23.0K | 8.6% |
| Annex Advisory Services, LLC | 20,412 | +8 | $3.5M | +$21.1K | 0.0% |
| Legacy Financial Advisors, Inc. | 3,999 | +96 | $678.0K | +$20.1K | 2.5% |
| Caitlin John, LLC | 332 | +117 | $56.3K | +$20.0K | 54.4% |
| World Investment Advisors | 5,389 | +1,010 | $719.0K | -$19.0K | 23.1% |
| Baker Ellis Asset Management LLC | 7,550 | +63 | $1.3M | +$17.9K | 0.8% |
| MAI Capital Management | 236 | +105 | $40.0K | +$17.9K | 80.2% |
| Blue Trust, Inc. | 3,540 | +86 | $600.2K | +$17.9K | 2.5% |
| Abound Wealth Management | 209 | +104 | $35.5K | +$17.8K | 99.0% |
| Legacy Capital Group California, Inc. | 3,246 | +83 | $550.3K | +$17.1K | 2.6% |
| PRIVATE TRUST CO NA | 411 | +95 | $69.7K | +$16.4K | 30.1% |
| CIBC Private Wealth Group LLC | 4,289 | +67 | $727.7K | +$16.3K | 1.6% |
| Parkside Financial Bank & Trust | 114 | +93 | $19.3K | +$15.8K | 442.9% |
| Salvus Wealth Management, LLC | 6,301 | +57 | $1.1M | +$15.7K | 0.9% |
| Sowell Financial Services LLC | 1,369 | +86 | $232.0K | +$15.7K | 6.7% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 229 | +90 | $38.8K | +$15.4K | 64.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,266 | +59 | $892.7K | +$15.1K | 1.1% |
| CARY STREET PARTNERS FINANCIAL LLC | 2,013 | +75 | $341.3K | +$14.6K | 3.9% |
| SYON CAPITAL LLC | 3,675 | +65 | $623.0K | +$14.5K | 1.8% |
| Sound Income Strategies, LLC | 123 | +61 | $24.3K | +$14.3K | 98.4% |
| Clearstead Advisors, LLC | 94 | +84 | $15.9K | +$14.3K | 840.0% |
| SJS Investment Consulting Inc. | 127 | +82 | $21.5K | +$13.9K | 182.2% |
| Hurley Capital, LLC | 121 | +80 | $20.6K | +$13.7K | 195.1% |
| AdvisorNet Financial, Inc | 775 | +75 | $131.4K | +$13.4K | 10.7% |
| Quarry LP | 120 | +74 | $20.3K | +$12.6K | 160.9% |
| Inspire Advisors, LLC | 5,369 | +41 | $910.2K | +$12.1K | 0.8% |
| Baron Wealth Management LLC | 1,879 | +59 | $318.6K | +$11.8K | 3.2% |
| Beirne Wealth Consulting Services, LLC | 9,747 | +12 | $1.7M | +$11.5K | 0.1% |
| Bramshill Investments, LLC | 6,168 | +32 | $1.0M | +$11.4K | 0.5% |
| Brookwood Investment Group LLC | 1,361 | +58 | $230.7K | +$11.1K | 4.5% |
| Compound Planning, Inc. | 10,055 | +5 | $1.7M | +$10.7K | 0.0% |
| D'Orazio & Associates, Inc. | 1,864 | +48 | $316.1K | +$9.9K | 2.6% |
| FIFTH THIRD BANCORP | 537 | +51 | $91.0K | +$9.1K | 10.5% |
| A4 Wealth Advisors LLC | 1,269 | +44 | $215.1K | +$8.6K | 3.6% |
| Savvy Advisors, Inc. | 1,627 | +41 | $275.9K | +$8.5K | 2.6% |
| Grove Bank & Trust | 100 | +50 | $17.0K | +$8.5K | 100.0% |
| Parallel Advisors, LLC | 1,921 | +39 | $325.7K | +$8.4K | 2.1% |
| Evanson Asset Management, LLC | 4,048 | +25 | $686.3K | +$8.1K | 0.6% |
| Miracle Mile Advisors, LLC | 3,735 | +26 | $633.2K | +$8.0K | 0.7% |
| Rossby Financial, LCC | 7,061 | +74 | $1.2M | +$7.9K | 1.1% |
| Gold Investment Management Ltd. | 4,800 | +11 | $814.0K | +$7.3K | 0.2% |
| AE Wealth Management LLC | 1,391 | +35 | $235.8K | +$7.3K | 2.6% |
| Larson Financial Group LLC | 764 | +38 | $129.5K | +$7.1K | 5.2% |
| GRIMES & COMPANY, INC. | 2,566 | +28 | $435.0K | +$7.1K | 1.1% |
| Turning Point Benefit Group, Inc. | 2,153 | +49 | $365.0K | +$6.9K | 2.3% |
| KLCM Advisors, Inc. | 20,018 | +9,900 | $1.7M | -$6.8K | 97.8% |
| Argentarii, LLC | 71,120 | +63,998 | $1.2M | +$6.6K | 898.6% |
| Transamerica Financial Advisors, LLC | 37 | +34 | $6.3K | +$5.9K | 1133.3% |
| Prime Capital Investment Advisors, LLC | 1,721 | +19 | $291.8K | +$4.9K | 1.1% |
| Welch Group, LLC | 2,103 | +16 | $356.5K | +$4.7K | 0.8% |
| Simplicity Wealth,LLC | 1,622 | +18 | $274.9K | +$4.6K | 1.1% |
| Ancora Advisors LLC | 360 | +25 | $61.0K | +$4.6K | 7.5% |
| North Star Investment Management Corp. | 28 | +24 | $4.7K | +$4.1K | 600.0% |
| ABBINGTON INVESTMENT GROUP | 2,935 | +6 | $497.7K | +$3.8K | 0.2% |
| EWA, LLC | 1,317 | +13 | $223.2K | +$3.4K | 1.0% |
| Rather & Kittrell, Inc. | 2,415 | +3 | $409.4K | +$2.8K | 0.1% |
| HANCOCK WHITNEY CORP | 1,297 | +8 | $219.9K | +$2.6K | 0.6% |
| Banque Transatlantique SA | 48 | +15 | $8.2K | +$2.6K | 45.5% |
| CLIENT 1ST ADVISORY GROUP, LLC | 1,368 | +7 | $231.9K | +$2.5K | 0.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 421 | +12 | $71.4K | +$2.4K | 2.9% |
| DOHENY ASSET MANAGEMENT /CA | 28,804 | +14,192 | $4.9K | +$2.4K | 97.1% |
| Addison Advisors LLC | 241 | +12 | $40.9K | +$2.3K | 5.2% |
| Spire Wealth Management | 1,973 | +1 | $334.5K | +$2.1K | 0.1% |
| Bell Investment Advisors, Inc | 26 | +11 | $4.4K | +$1.9K | 73.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 848,243 | +5,507 | $143.8K | +$1.8K | 0.7% |
| HIGHLINE WEALTH PARTNERS LLC | 26 | +10 | $4.4K | +$1.7K | 62.5% |
| Key Financial Inc | 348 | +10 | $59.0K | +$1.5K | 3.0% |
| SWAN Capital LLC | 82 | +7 | $13.9K | +$1.3K | 9.3% |
| FINANCIAL CONSULATE, INC | 494 | +4 | $83.7K | +$1.2K | 0.8% |
| Physician Wealth Advisors, Inc. | 562 | +3 | $95.3K | +$1.1K | 0.5% |
| Crewe Advisors LLC | 27 | +6 | $4.6K | +$1.0K | 28.6% |
| Bank Julius Baer & Co. Ltd, Zurich | 701 | +1 | $118.9K | +$945 | 0.1% |
| Smallwood Wealth Investment Management, LLC | 9 | +5 | $1.5K | +$851 | 125.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 100 | +4 | $17.0K | +$771 | 4.2% |
| Daiwa Securities Group Inc. | 4,900 | +4,160 | $831 | +$706 | 562.2% |
| Financial Management Professionals, Inc. | 231 | +1 | $39.2K | +$392 | 0.4% |
| PARK AVENUE SECURITIES LLC | 8,417 | +2,265 | $1.4K | +$390 | 36.8% |
| Root Financial Partners, LLC | 24 | +2 | $4.1K | +$361 | 9.1% |
| Janney Montgomery Scott LLC | 40,763 | +945 | $6.9K | +$199 | 2.4% |
| Jackson, Grant Investment Advisers, Inc. | 112 | +1 | $18.9K | +$145 | 0.9% |
| NATIXIS ADVISORS, LLC | 85,125 | +362 | $14.4K | +$143 | 0.4% |
| CWM, LLC | 6,964 | +391 | $1.2K | +$73 | 5.9% |
| WEDBUSH SECURITIES INC | 6,099 | +352 | $1.0K | +$65 | 6.1% |
| LaSalle St. Investment Advisors, LLC | 1,886 | +344 | $319 | +$60 | 22.3% |