13F QoQ Ownership Changes
AME Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 194 new · 391 added · 533 reduced · 91 exited
New Positions(194)
Added To(391)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2,807,664 | +2,110,818 | $576.4M | +$445.4M | 302.9% |
| BlackRock, Inc. | 19,653,166 | +35,053 | $4.03B | +$346.8M | 0.2% |
| STATE STREET CORP | 9,956,361 | +192,677 | $2.04B | +$208.6M | 2.0% |
| Balyasny Asset Management L.P. | 1,070,555 | +903,061 | $219.8M | +$188.3M | 539.2% |
| 1832 Asset Management L.P. | 802,119 | +800,420 | $164.7M | +$164.4M | 47111.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 852,585 | +760,410 | $176.2M | +$158.8M | 825.0% |
| FMR LLC | 4,497,741 | +416,204 | $923.4M | +$156.1M | 10.2% |
| NORGES BANK | 4,049,351 | +105,356 | $831.4M | +$154.1M | 2.7% |
| D. E. Shaw & Co., Inc. | 1,426,934 | +555,064 | $293.0M | +$129.1M | 63.7% |
| CITADEL ADVISORS LLC | 1,768,501 | +477,353 | $363.1M | +$120.4M | 37.0% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 900,216 | +541,556 | $184.8M | +$117.4M | 151.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,891,236 | +37,651 | $1.20B | +$108.9M | 0.6% |
| MORGAN STANLEY | 3,963,062 | +110,037 | $813.7M | +$89.3M | 2.9% |
| Amundi | 1,755,706 | +250,486 | $360.5M | +$85.0M | 16.6% |
| Allianz Asset Management GmbH | 602,274 | +392,210 | $123.7M | +$84.2M | 186.7% |
| TCW GROUP INC | 477,200 | +394,225 | $98.0M | +$82.4M | 475.1% |
| TWO SIGMA INVESTMENTS, LP | 1,010,471 | +332,715 | $207.5M | +$80.0M | 49.1% |
| Man Group plc | 1,097,509 | +312,489 | $225.3M | +$77.7M | 39.8% |
| FLOSSBACH VON STORCH SE | 3,820,376 | +36,535 | $784.4M | +$73.0M | 1.0% |
| Assenagon Asset Management S.A. | 510,728 | +297,052 | $104.9M | +$64.7M | 139.0% |
| AMERICAN CENTURY COMPANIES INC | 736,679 | +260,417 | $151.2M | +$61.7M | 54.7% |
| TWO SIGMA ADVISERS, LP | 651,600 | +261,400 | $133.8M | +$60.4M | 67.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 276,141 | +223,800 | $56.7M | +$46.9M | 427.6% |
| DIMENSIONAL FUND ADVISORS LP | 2,046,228 | +11,442 | $420.1M | +$37.6M | 0.6% |
| Russell Investments Group, Ltd. | 337,746 | +167,537 | $69.4M | +$37.5M | 98.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 959,937 | +94,544 | $197.1M | +$34.4M | 10.9% |
| Freestone Grove Partners LP | 593,885 | +117,850 | $121.9M | +$32.4M | 24.8% |
| VICTORY CAPITAL MANAGEMENT INC | 289,155 | +137,835 | $59.4M | +$30.9M | 91.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,512,545 | +5,992 | $310.5M | +$27.3M | 0.4% |
| NEUBERGER BERMAN GROUP LLC | 885,001 | +63,632 | $181.7M | +$27.3M | 7.7% |
| Robeco Institutional Asset Management B.V. | 183,409 | +127,564 | $37.7M | +$27.2M | 228.4% |
| SEI INVESTMENTS CO | 344,757 | +112,387 | $70.8M | +$27.1M | 48.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,388,042 | +14,626 | $285.0M | +$26.8M | 1.1% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 776,060 | +68,047 | $159.3M | +$26.2M | 9.6% |
| SCOPUS ASSET MANAGEMENT, L.P. | 236,750 | +116,750 | $48.6M | +$26.0M | 97.3% |
| Compagnie Lombard Odier SCmA | 698,761 | +69,445 | $143.5M | +$25.2M | 11.0% |
| Caisse de depot et placement du Quebec | 315,235 | +82,654 | $64.7M | +$21.0M | 35.5% |
| Mariner, LLC | 237,375 | +86,316 | $48.7M | +$20.3M | 57.1% |
| PICTON MAHONEY ASSET MANAGEMENT | 92,730 | +11,200 | $19.0M | +$19.0M | 13.7% |
| SNYDER CAPITAL MANAGEMENT L P | 813,433 | +25,758 | $167.0M | +$18.9M | 3.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 189,566 | +79,903 | $38.9M | +$18.3M | 72.9% |
| TD Asset Management Inc | 177,065 | +77,844 | $36.4M | +$17.7M | 78.5% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 213,211 | +73,615 | $43.8M | +$17.5M | 52.7% |
| Maren Capital LLC | 875,337 | +11,354 | $179.7M | +$17.3M | 1.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 487,238 | +28,621 | $101.9M | +$15.7M | 6.2% |
| PRIMECAP MANAGEMENT CO/CA/ | 823,154 | +4,000 | $169.0M | +$15.0M | 0.5% |
| Corient Private Wealth LLC | 230,397 | +36,529 | $21.7M | -$14.7M | 18.8% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 538,103 | +21,427 | $110.5M | +$13.3M | 4.1% |
| RAYMOND JAMES FINANCIAL INC | 384,892 | +34,608 | $79.0M | +$13.2M | 9.9% |
| Banco Santander, S.A. | 113,791 | +49,836 | $23.4M | +$11.3M | 77.9% |
| Concentric Capital Strategies, LP | 92,281 | +51,781 | $18.9M | +$11.3M | 127.8% |
| Quantinno Capital Management LP | 126,413 | +48,122 | $26.0M | +$11.2M | 61.5% |
| State of Tennessee, Department of Treasury | 83,961 | +36,699 | $18.8M | +$9.9M | 77.7% |
| FIRST TRUST ADVISORS LP | 100,112 | +43,060 | $20.6M | +$9.8M | 75.5% |
| Mediolanum International Funds Ltd | 131,716 | +38,197 | $27.3M | +$9.8M | 40.8% |
| BOOTHBAY FUND MANAGEMENT, LLC | 48,510 | +46,791 | $10.0M | +$9.6M | 2722.0% |
| MARSHALL WACE, LLP | 145,576 | +37,230 | $29.9M | +$9.5M | 34.4% |
| JANUS HENDERSON GROUP PLC | 399,153 | +12,451 | $82.0M | +$9.3M | 3.2% |
| Jain Global LLC | 126,189 | +35,863 | $25.9M | +$8.9M | 39.7% |
| WELLS FARGO & COMPANY/MN | 385,475 | +10,565 | $79.1M | +$8.7M | 2.8% |
| BANK OF MONTREAL /CAN/ | 264,261 | +20,858 | $54.3M | +$8.5M | 8.6% |
| IFM Investors Pty Ltd | 45,151 | +826 | $9.3K | -$8.3M | 1.9% |
| RHUMBLINE ADVISERS | 453,319 | +593 | $93.1M | +$8.0M | 0.1% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 38,073 | +4,200 | $7.8M | +$7.8M | 12.4% |
| DANSKE BANK A/S | 320,908 | +10,579 | $65.9M | +$7.5M | 3.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 208,572 | +19,642 | $42.8M | +$7.3M | 10.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 106,259 | +27,443 | $21.8M | +$7.0M | 34.8% |
| M.D. Sass, LLC | 378,980 | +2,110 | $77.8M | +$7.0M | 0.6% |
| Dixon Mitchell Investment Counsel Inc. | 401,739 | +265 | $82.5M | +$6.9M | 0.1% |
| Cresset Asset Management, LLC | 129,953 | +24,943 | $26.7M | +$6.9M | 23.8% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 209,775 | +16,380 | $43.1M | +$6.7M | 8.5% |
| Fenimore Asset Management Inc | 367,870 | +373 | $75.5M | +$6.4M | 0.1% |
| Erste Asset Management GmbH | 44,123 | +29,002 | $9.2M | +$6.3M | 191.8% |
| FACTORY MUTUAL INSURANCE CO | 215,100 | +13,300 | $44.2M | +$6.2M | 6.6% |
| CIBC Asset Management Inc | 84,191 | +22,323 | $17.3M | +$5.7M | 36.1% |
| Korea Investment CORP | 173,224 | +13,928 | $35.6M | +$5.6M | 8.7% |
| STRS OHIO | 145,319 | +13,810 | $29.8M | +$5.1M | 10.5% |
| AVIVA PLC | 184,386 | +10,069 | $37.9M | +$5.1M | 5.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 136,049 | +1,686 | $29.2M | +$4.8M | 1.3% |
| CAPTRUST FINANCIAL ADVISORS | 268,588 | +492 | $55.1M | +$4.7M | 0.2% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 131,358 | +12,124 | $27.0M | +$4.6M | 10.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 203,553 | +5,091 | $41.8M | +$4.5M | 2.6% |
| Jefferies Financial Group Inc. | 23,922 | +20,946 | $4.9M | +$4.4M | 703.8% |
| STIFEL FINANCIAL CORP | 58,964 | +17,132 | $12.1M | +$4.2M | 41.0% |
| NATIONAL BANK OF CANADA /FI/ | 155,377 | +8,166 | $31.9M | +$4.2M | 5.5% |
| Lighthouse Investment Partners, LLC | 23,417 | +19,599 | $4.8M | +$4.1M | 513.3% |
| Waverly Advisors, LLC | 21,705 | +19,652 | $4.5M | +$4.1M | 957.2% |
| ZWJ INVESTMENT COUNSEL INC | 119,801 | +9,786 | $24.6M | +$3.9M | 8.9% |
| Vinva Investment Management Ltd | 35,056 | +16,475 | $7.3M | +$3.8M | 88.7% |
| Howard Capital Management Group, LLC | 161,260 | +4,793 | $33.1M | +$3.7M | 3.1% |
| Tredje AP-fonden | 32,716 | +16,440 | $6.7M | +$3.7M | 101.0% |
| CREDIT AGRICOLE S A | 80,894 | +11,894 | $16.6M | +$3.6M | 17.2% |
| Pictet Asset Management Holding SA | 120,201 | +8,131 | $24.7M | +$3.6M | 7.3% |
| Federation des caisses Desjardins du Quebec | 125,491 | +7,247 | $25.8M | +$3.5M | 6.1% |
| Gotham Asset Management, LLC | 96,127 | +9,927 | $19.7M | +$3.5M | 11.5% |
| Cornerstone Capital, Inc. | 129,570 | +6,785 | $26.6M | +$3.5M | 5.5% |
| Allspring Global Investments Holdings, LLC | 155,879 | +485 | $32.6M | +$3.5M | 0.3% |
| SummitTX Capital, L.P. | 20,229 | +15,756 | $4.2M | +$3.3M | 352.2% |
| Cerity Partners LLC | 116,114 | +6,169 | $23.8M | +$3.2M | 5.6% |
| Varma Mutual Pension Insurance Co | 70,875 | +10,180 | $14.6M | +$3.1M | 16.8% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 76,238 | +8,937 | $15.7M | +$3.0M | 13.3% |
| JONES FINANCIAL COMPANIES LLLP | 152,388 | +474 | $31.3M | +$2.9M | 0.3% |
| IEQ CAPITAL, LLC | 81,759 | +6,770 | $16.8M | +$2.7M | 9.0% |
| CAXTON ASSOCIATES LLP | 14,818 | +11,796 | $3.0M | +$2.5M | 390.3% |
| NEW YORK STATE COMMON RETIREMENT FUND | 129,125 | +1,000 | $26.5M | +$2.4M | 0.8% |
| DUDLEY & SHANLEY, INC. | 139,796 | +10 | $28.7M | +$2.4M | 0.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 29,828 | +9,732 | $6.1M | +$2.3M | 48.4% |
| GAM Holding AG | 26,276 | +9,754 | $5.4M | +$2.3M | 59.0% |
| Creative Planning | 54,554 | +7,140 | $11.2M | +$2.3M | 15.1% |
| Mitsubishi UFJ Trust & Banking Corp | 97,449 | +3,172 | $20.0M | +$2.3M | 3.4% |
| Asset Management One Co., Ltd. | 101,759 | +563 | $21.2M | +$2.2M | 0.6% |
| Mirae Asset Global Investments Co., Ltd. | 45,311 | +7,458 | $9.3M | +$2.2M | 19.7% |
| LPL Financial LLC | 111,456 | +1,271 | $22.9M | +$2.2M | 1.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 40,902 | +7,720 | $8.4M | +$2.2M | 23.3% |
| MUFG Securities EMEA plc | 62,437 | +5,016 | $12.8M | +$2.0M | 8.7% |
| FIRST MERCHANTS CORP | 38,266 | +7,147 | $7.9M | +$2.0M | 23.0% |
| NISA INVESTMENT ADVISORS, LLC | 83,431 | +2,961 | $17.1M | +$2.0M | 3.7% |
| ALLSTATE CORP | 16,092 | +8,762 | $3.3M | +$1.9M | 119.5% |
| ABN AMRO INVESTMENT SOLUTIONS | 10,038 | +8,909 | $2.1M | +$1.9M | 789.1% |
| Investment Management Corp of Ontario | 18,952 | +8,112 | $3.9M | +$1.9M | 74.8% |
| DNB Asset Management AS | 75,388 | +2,795 | $15.5M | +$1.8M | 3.9% |
| NATIXIS | 46,914 | +5,295 | $9.6M | +$1.8M | 12.7% |
| GHP Investment Advisors, Inc. | 81,328 | +1,984 | $16.7M | +$1.8M | 2.5% |
| LGT Fund Management Co Ltd. | 21,164 | +7,186 | $4.4M | +$1.8M | 51.4% |
| Focus Partners Wealth | 22,495 | +5,581 | $4.6M | +$1.7M | 33.0% |
| Raiffeisen Bank International AG | 51,681 | +3,071 | $10.7M | +$1.6M | 6.3% |
| Swedbank AB | 82,444 | +552 | $16.9M | +$1.5M | 0.7% |
| NEOS Investment Management LLC | 30,537 | +4,948 | $6.3M | +$1.5M | 19.3% |
| Czech National Bank | 60,702 | +2,044 | $12.5M | +$1.4M | 3.5% |
| ProShare Advisors LLC | 45,257 | +3,152 | $9.3M | +$1.4M | 7.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 76,654 | +170 | $15.7M | +$1.4M | 0.2% |
| MONTAG A & ASSOCIATES INC | 51,018 | +1,800 | $10.5M | +$1.2M | 3.6% |
| Wealthfront Advisers LLC | 32,306 | +3,321 | $6.6M | +$1.2M | 11.4% |
| Pathstone Holdings, LLC | 26,296 | +3,825 | $5.4M | +$1.2M | 17.0% |
| XPONANCE, INC. | 38,000 | +2,447 | $7.8M | +$1.1M | 6.9% |
| Candriam S.C.A. | 14,935 | +4,505 | $3.1M | +$1.1M | 43.2% |
| L. Roy Papp & Associates, LLP | 45,371 | +1,683 | $9.3M | +$1.1M | 3.9% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,642 | +1,969 | $8.5M | +$1.1M | 5.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 25,291 | +1,504 | $5.5M | +$1.1M | 6.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29,370 | +2,945 | $6.0M | +$1.1M | 11.1% |
| Walleye Trading LLC | 10,569 | +4,669 | $2.2M | +$1.1M | 79.1% |
| Horizon Investments, LLC | 26,065 | +3,044 | $5.4M | +$1.0M | 13.2% |
| Polymer Capital Management (US) LLC | 12,744 | +4,244 | $2.6M | +$1.0M | 49.9% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 52,755 | +202 | $10.8M | +$951.2K | 0.4% |
| Machina Capital S.A.S. | 26,821 | +2,456 | $5.5M | +$926.0K | 10.1% |
| QRG CAPITAL MANAGEMENT, INC. | 12,557 | +3,590 | $2.6M | +$892.3K | 40.0% |
| &PARTNERS | 19,139 | +2,755 | $3.9M | +$851.3K | 16.8% |
| QUADRANT CAPITAL GROUP LLC | 26,495 | +1,945 | $5.4M | +$824.3K | 7.9% |
| Vanguard Personalized Indexing Management, LLC | 28,655 | +1,763 | $5.9M | +$823.9K | 6.5% |
| Generali Asset Management SPA SGR | 21,903 | +2,276 | $4.5M | +$807.0K | 11.6% |
| Addison Capital Co | 11,441 | +3,145 | $2.3M | +$789.3K | 37.9% |
| Fieldview Capital Management, LLC | 5,917 | +3,623 | $1.2M | +$783.5K | 157.9% |
| Ethic Inc. | 23,161 | +1,979 | $4.8M | +$773.0K | 9.3% |
| Holocene Advisors, LP | 5,631 | +3,489 | $1.2M | +$753.4K | 162.9% |
| Rakuten Investment Management, Inc. | 30,315 | +19,153 | $6.3M | +$750.0K | 171.6% |
| Kestra Advisory Services, LLC | 21,124 | +1,946 | $4.3M | +$731.6K | 10.1% |
| MARIETTA INVESTMENT PARTNERS LLC | 36,530 | +383 | $7.5M | +$704.3K | 1.1% |
| STEPHENS INC /AR/ | 39,095 | +46 | $8.0M | +$685.4K | 0.1% |
| Regency Capital Management Inc.\DE | 34,740 | +390 | $7.1M | +$674.7K | 1.1% |
| Vestmark Advisory Solutions, Inc. | 11,341 | +2,514 | $2.3M | +$668.9K | 28.5% |
| Canada Post Corp Registered Pension Plan | 6,736 | +2,914 | $1.4M | +$668.8K | 76.2% |
| Sequoia Financial Advisors, LLC | 8,701 | +2,676 | $1.8M | +$653.6K | 44.4% |
| M&T Bank Corp | 26,370 | +1,043 | $5.4M | +$652.7K | 4.1% |
| Carnegie Investment Counsel | 25,366 | +825 | $5.2M | +$594.2K | 3.4% |
| Callan Family Office, LLC | 4,805 | +2,716 | $986.6K | +$593.8K | 130.0% |
| BROWN BROTHERS HARRIMAN & CO | 9,352 | +2,222 | $1.9M | +$579.6K | 31.2% |
| Ancora Advisors LLC | 3,101 | +2,776 | $636.7K | +$575.6K | 854.1% |
| Rockefeller Capital Management L.P. | 12,889 | +1,864 | $2.6M | +$573.7K | 16.9% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 31,732 | +103 | $6.5M | +$568.6K | 0.3% |
| CHOREO, LLC | 8,669 | +2,146 | $1.8M | +$568.3K | 32.9% |
| Aviso Financial Inc. | 29,052 | +323 | $6.0M | +$563.6K | 1.1% |
| Clear Harbor Asset Management, LLC | 30,547 | +15 | $6.3M | +$531.7K | 0.0% |
| Advisors Asset Management, Inc. | 12,004 | +1,667 | $2.5M | +$521.2K | 16.1% |
| Roundview Capital LLC | 22,460 | +517 | $4.6M | +$486.0K | 2.4% |
| Mendel Money Management | 27,268 | +71 | $5.6M | +$485.4K | 0.3% |
| Atria Investments, Inc | 9,626 | +1,681 | $2.0M | +$482.7K | 21.1% |
| HUNTINGTON NATIONAL BANK | 4,824 | +2,024 | $990.4K | +$464.0K | 72.3% |
| Requisite Capital Management, LLC | 4,164 | +2,075 | $854.9K | +$462.2K | 99.3% |
| Bogart Wealth, LLC | 25,497 | +108 | $5.2M | +$461.7K | 0.4% |
| ALPS ADVISORS INC | 14,973 | +1,073 | $3.1M | +$460.9K | 7.7% |
| Wealthspire Advisors, LLC | 3,107 | +2,096 | $637.8K | +$447.7K | 207.3% |
| Cove Private Wealth, LLC | 12,250 | +1,250 | $2.5M | +$447.0K | 11.4% |
| INTECH INVESTMENT MANAGEMENT LLC | 9,876 | +1,460 | $2.0M | +$445.4K | 17.3% |
| Sterling Capital Management LLC | 24,588 | +8 | $5.0M | +$427.1K | 0.0% |
| Merit Financial Group, LLC | 8,515 | +1,481 | $1.7M | +$426.0K | 21.1% |
| Private Advisor Group, LLC | 8,719 | +1,358 | $1.8M | +$406.1K | 18.4% |
| Tidal Investments LLC | 11,193 | +1,123 | $2.3M | +$404.9K | 11.2% |
| Steward Partners Investment Advisory, LLC | 17,193 | +506 | $3.5M | +$392.7K | 3.0% |
| DAVENPORT & Co LLC | 8,256 | +1,326 | $1.7M | +$392.2K | 19.1% |
| Norinchukin Bank, The | 13,778 | +797 | $2.8M | +$388.3K | 6.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 10,157 | +597 | $2.1M | +$355.4K | 6.2% |
| Convergence Financial, LLC | 12,314 | +717 | $2.5M | +$348.0K | 6.2% |
| Moors & Cabot, Inc. | 18,482 | +75 | $3.8M | +$334.0K | 0.4% |
| Harvest Portfolios Group Inc. | 12,425 | +616 | $2.6M | +$330.9K | 5.2% |
| INTRUST BANK NA | 13,691 | +479 | $2.8M | +$327.0K | 3.6% |
| GAMMA Investing LLC | 7,303 | +1,034 | $1.5M | +$320.8K | 16.5% |
| Clearstead Advisors, LLC | 6,686 | +1,056 | $1.4M | +$314.3K | 18.8% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 18,039 | +9 | $3.7M | +$314.0K | 0.0% |
| Fairvoy Private Wealth, LLC | 14,482 | +211 | $3.0M | +$290.3K | 1.5% |
| Essex Financial Services, Inc. | 2,987 | +1,262 | $613.3K | +$289.0K | 73.2% |
| Farther Finance Advisors, LLC | 5,642 | +1,004 | $1.2M | +$286.5K | 21.6% |
| Siemens Fonds Invest GmbH | 5,560 | +934 | $1.2M | +$281.4K | 20.2% |
| Perigon Wealth Management, LLC | 15,146 | +99 | $3.1M | +$280.8K | 0.7% |
| Freedom Day Solutions, LLC | 14,574 | +150 | $3.0M | +$280.5K | 1.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,938 | +927 | $1.2M | +$277.1K | 18.5% |
| NorthCrest Asset Manangement, LLC | 6,330 | +445 | $1.3M | +$269.9K | 7.6% |
| Focus Partners Advisor Solutions, LLC | 14,398 | +350 | $3.0M | +$267.3K | 2.5% |
| SYON CAPITAL LLC | 5,203 | +934 | $1.1M | +$265.7K | 21.9% |
| Global Retirement Partners, LLC | 1,609 | +1,218 | $330.4K | +$256.8K | 311.5% |
| HB Wealth Management, LLC | 7,855 | +547 | $1.6M | +$238.8K | 7.5% |
| NORDEN GROUP LLC | 4,668 | +833 | $958.5K | +$237.4K | 21.7% |
| Smartleaf Asset Management LLC | 6,193 | +580 | $1.3M | +$233.3K | 10.3% |
| Inspire Advisors, LLC | 7,738 | +506 | $1.6M | +$229.1K | 7.0% |
| CIBC WORLD MARKET INC. | 11,276 | +162 | $2.3M | +$225.6K | 1.4% |
| Portfolio Design Labs, LLC | 9,432 | +308 | $1.9M | +$221.2K | 3.4% |
| Plato Investment Management Ltd | 10,751 | +47 | $2.2M | +$221.0K | 0.4% |
| Vident Advisory, LLC | 9,114 | +329 | $1.9M | +$219.6K | 3.7% |
| EXCHANGE TRADED CONCEPTS, LLC | 6,621 | +557 | $1.4M | +$219.3K | 9.2% |
| GUARDIAN CAPITAL LP | 2,502 | +930 | $513.7K | +$218.2K | 59.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | 5,493 | +654 | $1.1M | +$218.0K | 13.5% |
| Value Partners Investments Inc. | 8,250 | +377 | $1.7M | +$216.7K | 4.8% |
| Crossmark Global Holdings, Inc. | 9,120 | +292 | $1.9M | +$212.8K | 3.3% |
| Vise Technologies, Inc. | 6,275 | +545 | $1.3M | +$211.2K | 9.5% |
| SUMITOMO LIFE INSURANCE CO | 10,224 | +66 | $2.1M | +$189.4K | 0.6% |
| Nippon Life Global Investors Americas, Inc. | 3,580 | +670 | $735.0K | +$187.9K | 23.0% |
| CATALYST FINANCIAL PARTNERS LLC | 2,122 | +803 | $435.7K | +$187.7K | 60.9% |
| Turning Point Benefit Group, Inc. | 919 | +907 | $188.7K | +$186.4K | 7558.3% |
| Legacy Wealth Management, LLC / MS | 2,750 | +730 | $564.6K | +$184.8K | 36.1% |
| iSAM Funds (UK) Ltd | 6,240 | +408 | $1.3M | +$184.7K | 7.0% |
| MGO ONE SEVEN LLC | 10,564 | +4 | $2.2M | +$183.6K | 0.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7,082 | +319 | $1.5M | +$182.6K | 4.7% |
| Beacon Pointe Advisors, LLC | 4,136 | +579 | $849.2K | +$180.5K | 16.3% |
| Envestnet Portfolio Solutions, Inc. | 4,310 | +512 | $884.9K | +$170.9K | 13.5% |
| USA FINANCIAL FORMULAS | 1,239 | +793 | $254.4K | +$170.5K | 177.8% |
| CIM, LLC | 7,829 | +184 | $1.6M | +$170.1K | 2.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6,015 | +348 | $1.2M | +$169.5K | 6.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 8,718 | +90 | $1.8M | +$167.8K | 1.0% |
| Crestwood Advisors Group, LLC | 8,263 | +109 | $1.7M | +$163.5K | 1.3% |
| Monte Financial Group, LLC | 6,816 | +238 | $1.4M | +$162.8K | 3.6% |
| Pallas Capital Advisors LLC | 7,841 | +139 | $1.6M | +$161.9K | 1.8% |
| NewEdge Advisors, LLC | 4,857 | +406 | $997.2K | +$160.5K | 9.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,530 | +610 | $519.4K | +$158.5K | 31.8% |
| Headlands Technologies LLC | 3,299 | +508 | $677.3K | +$152.6K | 18.2% |
| WADDELL & ASSOCIATES, LLC | 2,055 | +610 | $421.9K | +$150.3K | 42.2% |
| Net Worth Advisory Group | 3,610 | +444 | $741.2K | +$146.0K | 14.0% |
| ICW Investment Advisors LLC | 7,831 | +51 | $1.6M | +$145.0K | 0.7% |
| Miracle Mile Advisors, LLC | 6,605 | +151 | $1.4M | +$142.7K | 2.3% |
| Chicago Partners Investment Group LLC | 2,943 | +198 | $649.7K | +$141.5K | 7.2% |
| FIFTH THIRD BANCORP | 7,149 | +63 | $1.5M | +$135.6K | 0.9% |
| RFG - Bristol Wealth Advisors, LLC | 6,832 | +82 | $1.4M | +$133.7K | 1.2% |
| GTS SECURITIES LLC | 2,018 | +524 | $414.3K | +$133.4K | 35.1% |
| Fulton Bank, N.A. | 3,261 | +398 | $669.5K | +$131.3K | 13.9% |
| Keeler Thomas Management LLC | 7,304 | +3 | $1.5M | +$127.0K | 0.0% |
| SIGNATUREFD, LLC | 4,952 | +209 | $1.0M | +$125.1K | 4.4% |
| Advisory Alpha, LLC | 2,584 | +390 | $530.6K | +$122.2K | 17.8% |
| Avior Wealth Management, LLC | 1,573 | +500 | $323.0K | +$121.2K | 46.6% |
| Vontobel Holding Ltd. | 5,525 | +107 | $1.1M | +$115.8K | 2.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 934 | +497 | $191.8K | +$109.6K | 113.7% |
| FIDELIS CAPITAL PARTNERS, LLC | 3,016 | +304 | $619.2K | +$109.4K | 11.2% |
| Meeder Advisory Services, Inc. | 5,239 | +89 | $1.1M | +$107.4K | 1.7% |
| N.E.W. Advisory Services LLC | 751 | +472 | $154.2K | +$101.7K | 169.2% |
| IVC Wealth Advisors LLC | 5,780 | +1 | $1.2M | +$100.1K | 0.0% |
| Compound Planning, Inc. | 2,236 | +321 | $459.2K | +$99.1K | 16.8% |
| D.A. DAVIDSON & CO. | 3,267 | +225 | $670.8K | +$98.9K | 7.4% |
| UMB Bank, n.a. | 3,487 | +201 | $715.9K | +$98.1K | 6.1% |
| Advisor OS, LLC | 2,384 | +300 | $489.5K | +$97.7K | 14.4% |
| Ballentine Partners, LLC | 4,248 | +126 | $872.2K | +$97.2K | 3.0% |
| Prestige Wealth Management Group LLC | 672 | +554 | $119.0K | +$96.8K | 469.5% |
| Continuum Advisory, LLC | 3,633 | +147 | $745.9K | +$90.5K | 4.2% |
| Main Street Financial Solutions, LLC | 4,788 | +30 | $983.1K | +$88.5K | 0.6% |
| HOHIMER WEALTH MANAGEMENT, LLC | 4,327 | +64 | $888.3K | +$87.0K | 1.5% |
| CITIZENS FINANCIAL GROUP INC/RI | 2,613 | +217 | $536.5K | +$86.0K | 9.1% |
| Parallel Advisors, LLC | 2,948 | +182 | $605.3K | +$85.2K | 6.6% |
| Pinnacle Wealth Planning Services, Inc. | 1,803 | +287 | $370.2K | +$85.2K | 18.9% |
| Biltmore Wealth Management, LLC | 4,776 | +5 | $980.5K | +$83.5K | 0.1% |
| Annex Advisory Services, LLC | 4,464 | +25 | $916.6K | +$82.0K | 0.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2,423 | +204 | $497.4K | +$80.2K | 9.2% |
| Cullen/Frost Bankers, Inc. | 3,406 | +112 | $699.3K | +$80.0K | 3.4% |
| SYM FINANCIAL Corp | 2,968 | +151 | $609.4K | +$79.8K | 5.4% |
| PDS Planning, Inc | 1,688 | +268 | $346.6K | +$79.6K | 18.9% |
| Sowell Financial Services LLC | 1,687 | +240 | $346.3K | +$74.2K | 16.6% |
| LYELL WEALTH MANAGEMENT, LP | 2,227 | +173 | $457.2K | +$71.1K | 8.4% |
| Everhart Financial Group, Inc. | 2,054 | +167 | $421.7K | +$67.0K | 8.8% |
| Prosperity Consulting Group, LLC | 3,304 | +50 | $678.3K | +$66.5K | 1.5% |
| Gallagher Fiduciary Advisors, LLC | 2,136 | +147 | $438.6K | +$64.8K | 7.4% |
| PRINCIPAL SECURITIES, INC. | 1,873 | +170 | $384.5K | +$64.3K | 10.0% |
| AdvisorShares Investments LLC | 895 | +256 | $183.8K | +$63.6K | 40.1% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,713 | +81 | $557.0K | +$62.2K | 3.1% |
| Independent Advisor Alliance | 2,227 | +112 | $457.2K | +$59.6K | 5.3% |
| Aptus Capital Advisors, LLC | 2,120 | +100 | $435.3K | +$55.5K | 5.0% |
| CHILTON INVESTMENT CO INC. | 1,712 | +137 | $351.5K | +$55.4K | 8.7% |
| SUMMIT SECURITIES GROUP LLC | 633 | +234 | $130.0K | +$54.9K | 58.6% |
| AE Wealth Management LLC | 2,036 | +98 | $418.2K | +$53.7K | 5.0% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1,760 | +117 | $361.4K | +$52.6K | 7.1% |
| JOURNEY STRATEGIC WEALTH LLC | 1,877 | +101 | $385.4K | +$51.5K | 5.7% |
| Savvy Advisors, Inc. | 1,337 | +149 | $274.5K | +$51.2K | 12.5% |
| Forum Financial Management, LP | 2,714 | +16 | $557.2K | +$50.0K | 0.6% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,760 | +2 | $566.7K | +$48.2K | 0.1% |
| RDA Financial Network | 2,288 | +45 | $469.6K | +$47.9K | 2.0% |
| Stanley-Laman Group, Ltd. | 2,693 | +6 | $552.9K | +$47.7K | 0.2% |
| OneDigital Investment Advisors LLC | 1,989 | +59 | $408.4K | +$45.5K | 3.0% |
| Larson Financial Group LLC | 898 | +159 | $184.4K | +$45.5K | 21.5% |
| Kohmann Bosshard Financial Services, LLC | 1,552 | +60 | $326.0K | +$45.5K | 4.0% |
| Sivia Capital Partners, LLC | 2,070 | +51 | $425.0K | +$45.4K | 2.5% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1,738 | +75 | $356.9K | +$44.2K | 4.5% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,311 | +17 | $280.8K | +$43.7K | 1.3% |
| EVOKE WEALTH, LLC | 1,489 | +95 | $305.7K | +$43.6K | 6.8% |
| Frank, Rimerman Advisors LLC | 2,365 | +13 | $485.6K | +$43.4K | 0.6% |
| Gilbert & Cook, Inc. | 1,331 | +106 | $273.3K | +$43.0K | 8.7% |
| Focus Financial Network, Inc. | 2,127 | +28 | $436.7K | +$42.1K | 1.3% |
| EVERPAR ADVISORS LLC | 1,302 | +104 | $267.3K | +$42.1K | 8.7% |
| FLORIDA FINANCIAL ADVISORS, LLC | 1,974 | +43 | $405.5K | +$41.9K | 2.2% |
| GSB Wealth Management, LLC | 2,384 | +2 | $489.5K | +$41.6K | 0.1% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1,816 | +51 | $372.8K | +$41.0K | 2.9% |
| Valeo Financial Advisors, LLC | 1,364 | +88 | $280.1K | +$40.2K | 6.9% |
| SG Americas Securities, LLC | 187,754 | +186,477 | $38.5K | +$38.3K | 14602.7% |
| HARBOR INVESTMENT ADVISORY, LLC | 660 | +126 | $135.5K | +$35.1K | 23.6% |
| L2 Asset Management, LLC | 1,160 | +79 | $238.2K | +$34.9K | 7.3% |
| Brevan Howard Capital Management LP | 1,959 | +4 | $402.2K | +$34.7K | 0.2% |
| TD Waterhouse Canada Inc. | 1,077 | +81 | $221.1K | +$34.3K | 8.1% |
| Fi3 FINANCIAL ADVISORS, LLC | 1,229 | +59 | $252.3K | +$32.4K | 5.0% |
| Delta Investment Management, LLC | 1,801 | +2 | $369.7K | +$31.5K | 0.1% |
| Allegiance Financial Group Advisory Services LLC | 1,254 | +48 | $257.5K | +$30.7K | 4.0% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,158 | +51 | $237.7K | +$29.6K | 4.6% |
| RIVERSEDGE ADVISORS, LLC | 1,557 | +11 | $319.6K | +$29.0K | 0.7% |
| Howard Capital Management Inc. | 1,573 | +8 | $323.0K | +$28.7K | 0.5% |
| NATIXIS ADVISORS, LLC | 672,291 | +89,853 | $138.0K | +$28.5K | 15.4% |
| MISSION WEALTH MANAGEMENT, LP | 1,235 | +36 | $253.6K | +$28.1K | 3.0% |
| Lido Advisors, LLC | 7,611 | +90 | $1.4M | +$27.4K | 1.2% |
| EWA, LLC | 1,357 | +5 | $278.6K | +$24.4K | 0.4% |
| Washington Trust Advisors, Inc. | 850 | +50 | $174.5K | +$24.1K | 6.3% |
| HANCOCK WHITNEY CORP | 1,382 | +1 | $283.7K | +$24.1K | 0.1% |
| Impact Capital Partners LLC | 1,363 | +2 | $279.8K | +$24.0K | 0.1% |
| Cooper Financial Group | 1,113 | +21 | $228.5K | +$23.2K | 1.9% |
| ROTHSCHILD INVESTMENT LLC | 897 | +38 | $184.2K | +$22.7K | 4.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 395,924 | +80,814 | $81.3K | +$22.3K | 25.6% |
| Catalyst Capital Advisors LLC | 505 | +71 | $103.7K | +$22.1K | 16.4% |
| Leisure Capital Management | 1,134 | +10 | $232.8K | +$21.5K | 0.9% |
| CYBER HORNET ETFs LLC | 666 | +40 | $136.7K | +$19.0K | 6.4% |
| BOKF, NA | 145 | +84 | $29.8K | +$18.3K | 137.7% |
| HARBOUR INVESTMENTS, INC. | 264 | +63 | $54.2K | +$16.4K | 31.3% |
| Transamerica Financial Advisors, LLC | 153 | +65 | $31.4K | +$14.9K | 73.9% |
| ORG Partners LLC | 201 | +60 | $41.3K | +$14.7K | 42.5% |
| CoreCap Advisors, LLC | 129 | +59 | $26.5K | +$13.3K | 84.3% |
| Daiwa Securities Group Inc. | 150,472 | +41,354 | $30.9K | +$10.4K | 37.9% |
| HRT FINANCIAL LP | 75,030 | +44,823 | $15.4K | +$9.7K | 148.4% |
| Clearstead Trust, LLC | 68 | +44 | $14.0K | +$9.4K | 183.3% |
| Sound Income Strategies, LLC | 235 | +9 | $50.7K | +$9.3K | 4.0% |
| Root Financial Partners, LLC | 273 | +22 | $56.1K | +$8.9K | 8.8% |
| Deseret Mutual Benefit Administrators | 167 | +28 | $34.3K | +$8.2K | 20.1% |
| Financial Network Wealth Advisors LLC | 140 | +29 | $28.8K | +$7.9K | 26.1% |
| JFS WEALTH ADVISORS, LLC | 119 | +29 | $24.4K | +$7.5K | 32.2% |
| CCLA Investment Management | 271,560 | +12,907 | $55.7K | +$7.2K | 5.0% |
| Grove Bank & Trust | 74 | +30 | $15.2K | +$6.9K | 68.2% |
| Bare Financial Services, Inc | 59 | +30 | $12.1K | +$6.7K | 103.4% |
| Park Place Capital Corp | 55 | +26 | $11.3K | +$5.8K | 89.7% |
| North Star Investment Management Corp. | 28 | +25 | $5.7K | +$5.2K | 833.3% |
| ELEVATION WEALTH PARTNERS, LLC | 28 | +25 | $5.7K | +$5.2K | 833.3% |
| Stone House Investment Management, LLC | 44 | +22 | $9.0K | +$4.9K | 100.0% |
| Itau Unibanco Holding S.A. | 53 | +19 | $10.9K | +$4.5K | 55.9% |
| SJS Investment Consulting Inc. | 29 | +19 | $6.0K | +$4.1K | 190.0% |
| High Note Wealth, LLC | 18 | +16 | $3.7K | +$3.3K | 800.0% |
| SBI Securities Co., Ltd. | 51 | +11 | $10.5K | +$3.0K | 27.5% |
| Annis Gardner Whiting Capital Advisors, LLC | 132 | +3 | $27.1K | +$2.8K | 2.3% |
| WPG Advisers, LLC | 142 | +2 | $29.2K | +$2.8K | 1.4% |
| HORIZON FINANCIAL SERVICES, LLC | 35 | +9 | $7.2K | +$2.3K | 34.6% |
| Marquette Asset Management, LLC | 43 | +7 | $8.8K | +$2.1K | 19.4% |
| Physician Wealth Advisors, Inc. | 67 | +4 | $13.8K | +$1.9K | 6.3% |
| Bell Investment Advisors, Inc | 56 | +5 | $11.5K | +$1.9K | 9.8% |
| Bay Harbor Wealth Management, LLC | 21 | +8 | $4.3K | +$1.9K | 61.5% |
| CWM, LLC | 61,131 | +4,120 | $12.6K | +$1.8K | 7.2% |
| Mn Services Vermogensbeheer B.V. | 88,503 | +1,203 | $18.2K | +$1.8K | 1.4% |
| BI Asset Management Fondsmaeglerselskab A/S | 18,814 | +6,955 | $3.9K | +$1.6K | 58.6% |
| Aspect Partners, LLC | 56 | +3 | $11.5K | +$1.5K | 5.7% |
| Abound Wealth Management | 28 | +2 | $5.8K | +$898 | 7.7% |
| Activest Wealth Management | 15 | +3 | $3.1K | +$824 | 25.0% |
| Dunhill Financial, LLC | 21 | +3 | $4.2K | +$784 | 16.7% |
| Triumph Capital Management | 20 | +2 | $4.1K | +$729 | 11.1% |
| American Capital Advisory, LLC | 7 | +3 | $1.4K | +$686 | 75.0% |
| PRAXIS INVESTMENT MANAGEMENT INC | 7,484 | +2,129 | $1.5K | +$530 | 39.8% |
| Rialto Wealth Management, LLC | 13 | +1 | $2.7K | +$414 | 8.3% |
| Seascape Capital Management | 17,862 | +350 | $3.7K | +$375 | 2.0% |
| Cambridge Investment Research Advisors, Inc. | 12,320 | +661 | $2.5K | +$337 | 5.7% |
| BELLEVUE ASSET MANAGEMENT, LLC | 7 | +1 | $1.4K | +$309 | 16.7% |
| NVWM, LLC | 3 | +1 | $616 | +$240 | 50.0% |
| CX Institutional | 2,099 | +230 | $431 | +$80 | 12.3% |
| Claret Asset Management Corp | 1,585 | +61 | $325 | +$39 | 4.0% |
| HANTZ FINANCIAL SERVICES, INC. | 259 | +157 | $53 | +$34 | 153.9% |
| Covestor Ltd | 254 | +40 | $52 | +$12 | 18.7% |
| GW&K Investment Management, LLC | 230 | +14 | $47 | +$6 | 6.5% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 97 | +4 | $19 | +$2 | 4.3% |