13F QoQ Ownership Changes
AON Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 163 new · 404 added · 686 reduced · 129 exited
New Positions(163)
Added To(404)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Dodge & Cox | 7,852,456 | +4,387,773 | $2.77B | +$1.54B | 126.6% |
| Cantillon Capital Management LLC | 3,764,643 | +2,530,902 | $1.40B | +$957.3M | 205.1% |
| FARALLON CAPITAL MANAGEMENT LLC | 4,943,255 | +2,665,238 | $1.75B | +$940.5M | 117.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,415,006 | +2,388,314 | $852.2M | +$842.7M | 8947.7% |
| NORGES BANK | 3,275,848 | +1,703,596 | $1.16B | +$612.0M | 108.3% |
| FMR LLC | 1,341,164 | +757,820 | $473.3M | +$265.3M | 129.9% |
| Focus Partners Wealth | 546,204 | +436,093 | $192.8M | +$153.5M | 396.0% |
| AQR CAPITAL MANAGEMENT LLC | 430,173 | +315,785 | $151.8M | +$111.1M | 276.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 456,552 | +279,467 | $161.1M | +$98.0M | 157.8% |
| COMGEST GLOBAL INVESTORS S.A.S. | 256,800 | +243,700 | $90.6M | +$85.9M | 1860.3% |
| BlackRock, Inc. | 16,236,934 | +390,348 | $5.73B | +$79.1M | 2.5% |
| FRANKLIN RESOURCES INC | 290,264 | +212,037 | $102.4M | +$74.5M | 271.1% |
| BNP PARIBAS FINANCIAL MARKETS | 422,064 | +185,296 | $148.9M | +$64.5M | 78.3% |
| DEUTSCHE BANK AG\ | 795,630 | +182,923 | $280.8M | +$62.3M | 29.9% |
| MILLENNIUM MANAGEMENT LLC | 662,622 | +144,036 | $233.8M | +$48.9M | 27.8% |
| DIMENSIONAL FUND ADVISORS LP | 1,040,718 | +96,885 | $367.3M | +$30.8M | 10.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 156,255 | +87,799 | $55.1M | +$30.7M | 128.3% |
| SEI INVESTMENTS CO | 461,800 | +90,642 | $163.0M | +$30.6M | 24.4% |
| GOLDMAN SACHS GROUP INC | 1,409,274 | +97,580 | $497.3M | +$29.6M | 7.4% |
| Walleye Capital LLC | 83,953 | +83,207 | $29.6M | +$29.4M | 11153.8% |
| Invesco Ltd. | 1,336,129 | +86,717 | $471.5M | +$26.0M | 6.9% |
| Cryder Capital Partners LLP | 295,151 | +63,837 | $104.2M | +$21.7M | 27.6% |
| Zurich Insurance Group Ltd/FI | 124,889 | +60,175 | $44.1M | +$21.0M | 93.0% |
| PICTON MAHONEY ASSET MANAGEMENT | 56,124 | +535 | $19.8M | +$19.8M | 1.0% |
| MUFG Securities EMEA plc | 54,511 | +50,384 | $19.2M | +$17.8M | 1220.8% |
| Capital World Investors | 12,252,904 | +176,207 | $4.32B | +$17.6M | 1.4% |
| National Pension Service | 472,500 | +52,077 | $166.7M | +$16.8M | 12.4% |
| Quantinno Capital Management LP | 116,315 | +43,467 | $41.0M | +$15.1M | 59.7% |
| Wealthspire Advisors, LLC | 273,596 | +42,739 | $96.5M | +$14.2M | 18.5% |
| BRISTOL JOHN W & CO INC /NY/ | 286,128 | +41,384 | $101.0M | +$13.7M | 16.9% |
| USS Investment Management Ltd | 681,743 | +40,969 | $240.6M | +$12.3M | 6.4% |
| Allianz Asset Management GmbH | 67,747 | +31,165 | $23.9M | +$10.9M | 85.2% |
| Entropy Technologies, LP | 38,629 | +29,851 | $13.6M | +$10.5M | 340.1% |
| Ninety One North America, Inc. | 176,485 | +31,178 | $62.3M | +$10.5M | 21.4% |
| Ninety One UK Ltd | 138,223 | +24,161 | $48.8M | +$8.1M | 21.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,141,363 | +28,066 | $1.81B | -$7.9M | 0.5% |
| VANGUARD GROUP INC | 20,171,049 | +191,658 | $7.12B | -$6.3M | 0.9% |
| Avalon Trust Co | 56,886 | +17,301 | $20.1M | +$6.0M | 43.7% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 1,596,315 | +32,494 | $563.3M | +$5.7M | 2.1% |
| IEQ CAPITAL, LLC | 27,347 | +15,108 | $9.7M | +$5.3M | 123.4% |
| Voleon Capital Management LP | 18,510 | +14,858 | $6.5M | +$5.2M | 406.8% |
| LAZARD ASSET MANAGEMENT LLC | 1,286,072 | +25,652 | $453.8M | +$4.4M | 2.0% |
| Callan Family Office, LLC | 23,152 | +11,477 | $8.2M | +$4.0M | 98.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 112,281 | +11,947 | $39.6M | +$3.8M | 11.9% |
| BARINGS LLC | 71,077 | +11,444 | $25.1M | +$3.8M | 19.2% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 24,892 | +10,429 | $8.8M | +$3.6M | 72.1% |
| Russell Investments Group, Ltd. | 306,498 | +12,821 | $108.2M | +$3.5M | 4.4% |
| Mediolanum International Funds Ltd | 24,700 | +9,556 | $8.8M | +$3.4M | 63.1% |
| Man Group plc | 15,821 | +9,165 | $5.6M | +$3.2M | 137.7% |
| NewEdge Wealth, LLC | 16,807 | +8,810 | $5.9M | +$3.2M | 110.2% |
| CREDIT AGRICOLE S A | 69,537 | +9,465 | $24.5M | +$3.1M | 15.8% |
| Vinva Investment Management Ltd | 19,096 | +8,399 | $6.8M | +$3.0M | 78.5% |
| Fayez Sarofim & Co | 26,336 | +8,297 | $9.3M | +$2.9M | 46.0% |
| ALLSTATE CORP | 15,636 | +8,008 | $5.5M | +$2.8M | 105.0% |
| Empowered Funds, LLC | 18,604 | +7,984 | $6.6M | +$2.8M | 75.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 54,744 | +8,214 | $19.3M | +$2.7M | 17.6% |
| Investment Management Corp of Ontario | 17,372 | +7,776 | $6.1M | +$2.7M | 81.0% |
| Bridgewater Associates, LP | 13,368 | +7,663 | $4.7M | +$2.7M | 134.3% |
| Creative Planning | 40,030 | +7,934 | $14.1M | +$2.7M | 24.7% |
| Mariner, LLC | 48,617 | +7,097 | $17.2M | +$2.4M | 17.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 36,348 | +6,866 | $12.8M | +$2.3M | 23.3% |
| Cerity Partners LLC | 47,193 | +6,794 | $16.7M | +$2.2M | 16.8% |
| Mirae Asset Global Investments Co., Ltd. | 37,552 | +6,509 | $13.3M | +$2.2M | 21.0% |
| Financiere des Professionnels - Fonds d,investissement inc. | 63,703 | +6,742 | $22.5M | +$2.2M | 11.8% |
| Robeco Institutional Asset Management B.V. | 63,195 | +6,721 | $22.3M | +$2.2M | 11.9% |
| Petrus Trust Company, LTA | 144,000 | +7,487 | $50.8M | +$2.1M | 5.5% |
| Point72 Asset Management, L.P. | 190,418 | +7,465 | $67.2M | +$2.0M | 4.1% |
| CAPTRUST FINANCIAL ADVISORS | 31,191 | +5,701 | $11.0M | +$1.9M | 22.4% |
| Edgestream Partners, L.P. | 6,526 | +5,344 | $2.3M | +$1.9M | 452.1% |
| First Pacific Advisors, LP | 656,531 | +2,086 | $231.7M | -$1.7M | 0.3% |
| Varma Mutual Pension Insurance Co | 46,100 | +5,100 | $16.3M | +$1.6M | 12.4% |
| Lansforsakringar Fondforvaltning AB (publ) | 68,951 | +5,133 | $24.3M | +$1.6M | 8.0% |
| LPL Financial LLC | 75,490 | +5,102 | $26.6M | +$1.5M | 7.2% |
| Sequoia Financial Advisors, LLC | 18,902 | +4,443 | $6.7M | +$1.5M | 30.7% |
| Concurrent Investment Advisors, LLC | 4,736 | +4,051 | $1.7M | +$1.4M | 591.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 16,870 | +3,847 | $6.0M | +$1.3M | 29.5% |
| Swedbank AB | 87,409 | +4,493 | $30.8M | +$1.3M | 5.4% |
| XPONANCE, INC. | 54,582 | +4,019 | $19.3M | +$1.2M | 7.9% |
| Nippon Life Global Investors Americas, Inc. | 98,970 | +4,240 | $34.9M | +$1.1M | 4.5% |
| AVIVA PLC | 333,454 | +6,622 | $117.7M | +$1.1M | 2.0% |
| OLD NATIONAL BANCORP /IN/ | 24,300 | +3,339 | $8.6M | +$1.1M | 15.9% |
| Hudson Bay Capital Management LP | 32,508 | +3,395 | $11.5M | +$1.1M | 11.7% |
| WEITZ INVESTMENT MANAGEMENT, INC. | 218,735 | +5,285 | $77.2M | +$1.1M | 2.5% |
| STRATEGY ASSET MANAGERS LLC | 22,512 | +3,175 | $7.9M | +$1.0M | 16.4% |
| RBF Capital, LLC | 6,000 | +3,000 | $2.1M | +$1.0M | 100.0% |
| SCOTIA CAPITAL INC. | 12,633 | +3,068 | $4.5M | +$1.0M | 32.1% |
| Independent Franchise Partners LLP | 2,115,523 | +19,037 | $746.5M | -$1.0M | 0.9% |
| Markel Group Inc. | 134,050 | +4,250 | $47.3M | +$1.0M | 3.3% |
| ALTFEST L J & CO INC | 4,660 | +2,837 | $1.6M | +$994.4K | 155.6% |
| PRUDENTIAL FINANCIAL INC | 37,861 | +3,080 | $13.4M | +$958.2K | 8.8% |
| Catalyst Capital Advisors LLC | 6,505 | +2,571 | $2.3M | +$892.7K | 65.3% |
| Walleye Trading LLC | 4,609 | +2,414 | $1.6M | +$843.7K | 110.0% |
| MANAGED ASSET PORTFOLIOS, LLC | 57,831 | +2,953 | $20.4M | +$839.3K | 5.4% |
| NISA INVESTMENT ADVISORS, LLC | 53,802 | +2,893 | $19.0M | +$832.5K | 5.7% |
| NWAM LLC | 3,389 | +2,262 | $1.2M | +$801.6K | 200.7% |
| NEOS Investment Management LLC | 33,800 | +2,591 | $11.9M | +$798.8K | 8.3% |
| Crossmark Global Holdings, Inc. | 7,143 | +2,248 | $2.5M | +$775.2K | 45.9% |
| Corient Private Wealth LLC | 95,394 | +22,950 | $26.6M | +$750.2K | 31.7% |
| AXQ CAPITAL, LP | 2,694 | +2,093 | $950.7K | +$736.4K | 348.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,310,740 | +15,619 | $462.5M | +$719.7K | 1.2% |
| Pacer Advisors, Inc. | 19,504 | +2,140 | $6.9M | +$690.9K | 12.3% |
| Arkadios Wealth Advisors | 4,240 | +1,925 | $1.5M | +$670.8K | 83.2% |
| DANSKE BANK A/S | 121,060 | +3,128 | $42.7M | +$667.5K | 2.6% |
| Caprock Group, LLC | 6,836 | +2,063 | $2.4M | +$660.6K | 43.2% |
| Merit Financial Group, LLC | 8,136 | +1,726 | $2.9M | +$585.4K | 26.9% |
| Avanza Fonder AB | 18,957 | +1,825 | $6.7M | +$580.6K | 10.7% |
| ProShare Advisors LLC | 45,369 | +2,098 | $16.0M | +$580.2K | 4.8% |
| MACQUARIE GROUP LTD | 28,298 | +1,889 | $10.0M | +$568.9K | 7.2% |
| Cannell & Spears LLC | 110,849 | +2,736 | $39.1M | +$565.5K | 2.5% |
| LFL Advisers, LLC | 92,657 | +2,511 | $32.7M | +$552.5K | 2.8% |
| Saraza Management, LP | 64,700 | +2,200 | $22.8M | +$545.1K | 3.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 167,846 | +214 | $59.2M | -$544.7K | 0.1% |
| Farther Finance Advisors, LLC | 3,130 | +1,484 | $1.1M | +$517.6K | 90.2% |
| DNB Asset Management AS | 41,361 | +1,878 | $14.6M | +$516.6K | 4.8% |
| Greenspring Advisors, LLC | 2,326 | +1,456 | $820.8K | +$510.6K | 167.3% |
| GTS SECURITIES LLC | 2,533 | +1,448 | $893.8K | +$507.0K | 133.4% |
| Cullen/Frost Bankers, Inc. | 50,223 | +1,920 | $17.7M | +$498.9K | 4.0% |
| YCG, LLC | 151,443 | +179 | $53.4M | -$496.5K | 0.1% |
| Czech National Bank | 56,676 | +1,911 | $20.0M | +$471.7K | 3.5% |
| Cambria Investment Management, L.P. | 4,448 | +1,336 | $1.6M | +$459.9K | 42.9% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 29,544 | +1,567 | $10.4M | +$449.0K | 5.6% |
| Venture Visionary Partners LLC | 1,988 | +1,274 | $701.7K | +$446.9K | 178.4% |
| Ethic Inc. | 24,067 | +1,487 | $8.5M | +$441.4K | 6.6% |
| Krilogy Financial LLC | 2,139 | +1,301 | $724.8K | +$438.5K | 155.3% |
| WESBANCO BANK INC | 16,030 | +1,373 | $5.7M | +$430.3K | 9.4% |
| Ironvine Capital Partners, LLC | 107,680 | +2,305 | $38.0M | +$423.5K | 2.2% |
| TCTC Holdings, LLC | 120,161 | +100 | $42.4M | -$408.9K | 0.1% |
| Pathstone Holdings, LLC | 38,938 | +1,525 | $13.7M | +$400.0K | 4.1% |
| State of Tennessee, Department of Treasury | 138,801 | +3,814 | $48.5M | +$396.7K | 2.8% |
| Horizon Investments, LLC | 8,367 | +1,177 | $3.0M | +$394.3K | 16.4% |
| Jefferies Financial Group Inc. | 123,030 | +2,382 | $43.4M | +$394.2K | 2.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 3,225 | +1,136 | $1.1M | +$393.1K | 54.4% |
| Illinois Municipal Retirement Fund | 14,712 | +1,231 | $5.2M | +$384.5K | 9.1% |
| TRUIST FINANCIAL CORP | 21,013 | +1,291 | $7.4M | +$382.6K | 6.5% |
| DAVIS R M INC | 126,495 | +253 | $44.6M | -$377.8K | 0.2% |
| Scientech Research LLC | 2,235 | +1,075 | $788.7K | +$375.1K | 92.7% |
| Maridea Wealth Management LLC | 1,716 | +1,037 | $605.4K | +$371.7K | 152.7% |
| Vise Technologies, Inc. | 3,334 | +1,073 | $1.2M | +$370.2K | 47.5% |
| BROWN BROTHERS HARRIMAN & CO | 5,630 | +1,013 | $2.0M | +$340.4K | 21.9% |
| Pictet Asset Management Holding SA | 93,966 | +1,917 | $33.2M | +$335.9K | 2.1% |
| Balentine LLC | 1,530 | +903 | $539.9K | +$316.3K | 144.0% |
| Wealthfront Advisers LLC | 14,410 | +1,027 | $5.1M | +$312.9K | 7.7% |
| Golden State Wealth Management, LLC | 1,105 | +834 | $390.1K | +$293.5K | 307.7% |
| Bleakley Financial Group, LLC | 19,665 | +1,024 | $6.9M | +$292.4K | 5.5% |
| Rockefeller Capital Management L.P. | 10,452 | +925 | $3.7M | +$291.2K | 9.7% |
| Central Pacific Bank - Trust Division | 1,525 | +810 | $538.1K | +$283.2K | 113.3% |
| Belpointe Asset Management LLC | 3,599 | +829 | $1.3M | +$282.3K | 29.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 19,985 | +770 | $7.1M | +$281.6K | 4.0% |
| PANAGORA ASSET MANAGEMENT INC | 2,237 | +809 | $789.4K | +$280.2K | 56.6% |
| Virtus Investment Advisers, LLC | 5,780 | +818 | $2.0M | +$270.3K | 16.5% |
| TD Asset Management Inc | 78,161 | +82 | $27.6M | -$260.0K | 0.1% |
| RWA WEALTH PARTNERS, LLC | 1,513 | +727 | $533.9K | +$253.7K | 92.5% |
| ORG Wealth Partners, LLC | 1,594 | +699 | $562.5K | +$243.3K | 78.1% |
| Curated Wealth Partners LLC | 3,856 | +709 | $1.4M | +$238.5K | 22.5% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 84,663 | +219 | $29.9M | -$235.2K | 0.3% |
| Elo Mutual Pension Insurance Co | 28,192 | +949 | $9.9M | +$234.1K | 3.5% |
| STIFEL FINANCIAL CORP | 144,432 | +858 | $51.0M | -$227.7K | 0.6% |
| Polymer Capital Management (US) LLC | 2,433 | +663 | $858.6K | +$227.4K | 37.5% |
| Bridgefront Capital, LLC | 2,401 | +653 | $847.3K | +$224.0K | 37.4% |
| Turtle Creek Wealth Advisors, LLC | 1,534 | +643 | $541.3K | +$223.6K | 72.2% |
| HighTower Advisors, LLC | 42,030 | +1,065 | $14.8M | +$223.5K | 2.6% |
| Night Owl Capital Management, LLC | 108,774 | +1,751 | $38.4M | +$221.9K | 1.6% |
| Value Partners Investments Inc. | 4,007 | +654 | $1.4M | +$220.1K | 19.5% |
| Waverly Advisors, LLC | 2,269 | +624 | $800.7K | +$214.1K | 37.9% |
| Prestige Wealth Management Group LLC | 726 | +610 | $254.9K | +$213.5K | 525.9% |
| &PARTNERS | 12,118 | +719 | $4.3M | +$208.6K | 6.3% |
| AMERICAN CENTURY COMPANIES INC | 28,291 | +876 | $10.0M | +$207.7K | 3.2% |
| Global Retirement Partners, LLC | 2,545 | +605 | $898.0K | +$206.1K | 31.2% |
| Snowden Capital Advisors LLC | 5,238 | +630 | $1.8M | +$205.3K | 13.7% |
| CARDEROCK CAPITAL MANAGEMENT INC | 22,438 | +797 | $7.9M | +$201.2K | 3.7% |
| ASSETMARK, INC | 13,321 | +696 | $4.7M | +$198.9K | 5.5% |
| Americana Partners, LLC | 3,932 | +590 | $1.4M | +$195.8K | 17.6% |
| SIGNATUREFD, LLC | 3,377 | +561 | $1.2M | +$187.8K | 19.9% |
| Baird Financial Group, Inc. | 29,329 | +825 | $10.3M | +$185.7K | 2.9% |
| Pure Financial Advisors, LLC | 11,272 | +638 | $4.0M | +$185.6K | 6.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 93,696 | +452 | $33.1M | -$185.5K | 0.5% |
| EXENCIAL WEALTH ADVISORS, LLC | 9,960 | +619 | $3.5M | +$184.0K | 6.6% |
| KWMG, LLC | 19,709 | +720 | $7.0M | +$183.8K | 3.8% |
| Perigon Wealth Management, LLC | 2,937 | +538 | $1.0M | +$181.0K | 22.4% |
| Federation des caisses Desjardins du Quebec | 13,591 | +612 | $4.8M | +$168.1K | 4.7% |
| Allspring Global Investments Holdings, LLC | 13,046 | +114 | $4.5M | -$165.9K | 0.9% |
| FIRST HORIZON CORP | 1,140 | +469 | $402.3K | +$163.0K | 69.9% |
| PINNACLE ASSOCIATES LTD | 1,510 | +469 | $532.8K | +$161.6K | 45.0% |
| M&T Bank Corp | 26,503 | +725 | $9.4M | +$160.8K | 2.8% |
| JONES FINANCIAL COMPANIES LLLP | 5,271 | +491 | $1.9M | +$157.9K | 10.3% |
| QRG CAPITAL MANAGEMENT, INC. | 4,120 | +470 | $1.5M | +$152.2K | 12.9% |
| EverSource Wealth Advisors, LLC | 1,584 | +426 | $558.9K | +$146.0K | 36.8% |
| Norinchukin Bank, The | 12,097 | +534 | $4.3M | +$145.7K | 4.6% |
| HOLLENCREST CAPITAL MANAGEMENT | 585 | +400 | $206.4K | +$140.5K | 216.2% |
| JENSEN INVESTMENT MANAGEMENT INC | 10,603 | +503 | $3.7M | +$140.1K | 5.0% |
| STEPHENS INC /AR/ | 40,256 | +34 | $14.2M | -$136.6K | 0.1% |
| Violich Capital Management, Inc. | 21,608 | +600 | $7.6M | +$134.0K | 2.9% |
| Diversified Trust Co | 13,186 | +500 | $4.7M | +$129.5K | 3.9% |
| GM Advisory Group, LLC | 41,789 | +80 | $14.7M | -$126.1K | 0.2% |
| Forum Financial Management, LP | 2,039 | +364 | $719.5K | +$122.3K | 21.7% |
| WADDELL & ASSOCIATES, LLC | 1,025 | +349 | $361.7K | +$120.7K | 51.6% |
| SYM FINANCIAL Corp | 1,630 | +347 | $575.1K | +$117.7K | 27.0% |
| Verition Fund Management LLC | 207,562 | +1,831 | $73.2M | -$115.1K | 0.9% |
| Legacy Financial Advisors, Inc. | 1,345 | +324 | $474.7K | +$110.6K | 31.7% |
| VICTORY CAPITAL MANAGEMENT INC | 67,645 | +993 | $23.9M | +$103.8K | 1.5% |
| Stanley-Laman Group, Ltd. | 9,969 | +369 | $3.5M | +$94.7K | 3.8% |
| Empower Advisory Group, LLC | 1,722 | +267 | $607.7K | +$88.8K | 18.4% |
| HARBOUR INVESTMENTS, INC. | 419 | +228 | $147.9K | +$79.8K | 119.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,366 | +513 | $10.0M | +$78.0K | 1.8% |
| US BANCORP \DE\ | 31,468 | +111 | $11.1M | -$76.8K | 0.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 22,301 | +18 | $7.9M | -$76.1K | 0.1% |
| ROTHSCHILD INVESTMENT LLC | 3,930 | +251 | $1.4M | +$75.1K | 6.8% |
| Clearstead Advisors, LLC | 10,538 | +319 | $3.7M | +$74.8K | 3.1% |
| MML INVESTORS SERVICES, LLC | 13,486 | +344 | $4.8M | +$72.8K | 2.6% |
| MOKAN Wealth Management Inc. | 3,900 | +251 | $1.4M | +$72.5K | 6.9% |
| SYON CAPITAL LLC | 4,494 | +248 | $1.6M | +$71.8K | 5.8% |
| Ascent Group, LLC | 8,732 | +290 | $3.1M | +$71.1K | 3.4% |
| OPPENHEIMER & CO INC | 2,797 | +225 | $987.0K | +$69.9K | 8.7% |
| Gryphon Financial Partners LLC | 1,280 | +209 | $451.6K | +$69.8K | 19.5% |
| Chicago Partners Investment Group LLC | 1,295 | +176 | $438.6K | +$69.4K | 15.7% |
| MOTCO | 29,073 | +110 | $10.3M | -$68.3K | 0.4% |
| AE Wealth Management LLC | 1,605 | +207 | $566.5K | +$67.9K | 14.8% |
| Clarius Group, LLC | 1,173 | +201 | $413.9K | +$67.3K | 20.7% |
| Live Oak Private Wealth LLC | 22,563 | +421 | $8.0M | +$66.6K | 1.9% |
| Main Street Research LLC | 821 | +194 | $289.7K | +$66.1K | 30.9% |
| POTOMAC FUND MANAGEMENT INC /ADV | 925 | +194 | $326.6K | +$66.0K | 26.5% |
| Essex Financial Services, Inc. | 1,418 | +199 | $500.4K | +$65.7K | 16.3% |
| Tower Research Capital LLC (TRC) | 8,354 | +252 | $2.9M | +$58.9K | 3.1% |
| Biltmore Family Office, LLC | 16,562 | +13 | $5.8M | -$56.6K | 0.1% |
| Vanguard Personalized Indexing Management, LLC | 28,002 | +437 | $9.9M | +$51.4K | 1.6% |
| Meeder Advisory Services, Inc. | 4,674 | +192 | $1.6M | +$51.2K | 4.3% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 24,291 | +395 | $8.6M | +$51.0K | 1.6% |
| Apollon Wealth Management, LLC | 2,014 | +160 | $710.8K | +$49.6K | 8.6% |
| MAI Capital Management | 9,032 | +228 | $3.2M | +$47.8K | 2.6% |
| SG Americas Securities, LLC | 143,163 | +134,937 | $50.5K | +$47.6K | 1640.4% |
| Regal Investment Advisors LLC | 2,966 | +156 | $1.0M | +$44.7K | 5.5% |
| Choate Investment Advisors | 1,078 | +133 | $380.4K | +$43.4K | 14.1% |
| Wellspring Financial Advisors, LLC | 1,781 | +139 | $628.6K | +$43.0K | 8.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1,800 | +139 | $635.4K | +$43.0K | 8.4% |
| Salvus Wealth Management, LLC | 6,774 | +190 | $2.4M | +$42.7K | 2.9% |
| Ballentine Partners, LLC | 2,119 | +136 | $747.6K | +$40.7K | 6.8% |
| Atlantic Edge Private Wealth Management, LLC | 128 | +115 | $45.2K | +$40.5K | 884.6% |
| Crestwood Advisors Group, LLC | 6,429 | +178 | $2.3M | +$39.7K | 2.8% |
| M.D. Sass, LLC | 108,531 | +1,233 | $38.3M | +$38.1K | 1.1% |
| waypoint wealth counsel | 1,064 | +117 | $375.5K | +$37.8K | 12.3% |
| Lido Advisors, LLC | 12,168 | +148 | $4.3M | +$36.4K | 1.2% |
| Dakota Wealth Management | 1,982 | +116 | $699.4K | +$34.1K | 6.2% |
| MARSHALL WACE, LLP | 35,374 | +272 | $12.5M | -$33.9K | 0.8% |
| BlackDiamond Wealth Management, LLC | 1,018 | +40 | $315.9K | -$32.8K | 4.1% |
| Perpetual Ltd | 1,479 | +104 | $521.9K | +$31.6K | 7.6% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 6,817 | +158 | $2.4M | +$31.1K | 2.4% |
| Aviso Financial Inc. | 2,317 | +108 | $817.6K | +$29.9K | 4.9% |
| FSM Wealth Advisors, LLC | 818 | +83 | $288.7K | +$26.6K | 11.3% |
| MATHER GROUP, LLC. | 2,925 | +104 | $1.0M | +$26.2K | 3.7% |
| Fiduciary Trust Co | 1,230 | +86 | $433.9K | +$25.8K | 7.5% |
| TD Waterhouse Canada Inc. | 4,442 | +146 | $1.6M | +$25.1K | 3.4% |
| Joel Isaacson & Co., LLC | 2,734 | +96 | $964.8K | +$24.1K | 3.6% |
| FineMark National Bank & Trust | 1,155 | +79 | $407.6K | +$23.9K | 7.3% |
| Larson Financial Group LLC | 9,584 | +34 | $3.4M | -$23.3K | 0.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 7,060 | +136 | $2.5M | +$22.4K | 2.0% |
| GENESIS PRIVATE WEALTH, LLC | 644 | +69 | $227.3K | +$22.2K | 12.0% |
| PITTENGER & ANDERSON INC | 13,897 | +82 | $4.9M | -$22.2K | 0.6% |
| Savvy Advisors, Inc. | 925 | +72 | $326.3K | +$22.0K | 8.4% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 40,101 | +355 | $14.2M | -$21.8K | 0.9% |
| L2 Asset Management, LLC | 1,051 | +71 | $370.9K | +$21.4K | 7.2% |
| MASECO LLP | 234 | +62 | $82.7K | +$21.4K | 36.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 391 | +63 | $138.0K | +$21.0K | 19.2% |
| Ashton Thomas Private Wealth, LLC | 1,311 | +69 | $462.5K | +$19.8K | 5.5% |
| Fulton Bank, N.A. | 1,856 | +72 | $654.9K | +$18.8K | 4.0% |
| True Wealth Design, LLC | 66 | +53 | $23.3K | +$18.7K | 407.7% |
| AIRE ADVISORS, LLC | 6,257 | +13 | $2.2M | -$18.4K | 0.2% |
| Triumph Capital Management | 4,950 | +1 | $1.7M | -$18.0K | 0.0% |
| Sowell Financial Services LLC | 1,017 | +59 | $358.8K | +$17.1K | 6.2% |
| Diversified Enterprises, LLC | 6,636 | +116 | $2.3M | +$16.8K | 1.8% |
| Gillson Capital LP | 189,000 | +48,339 | $66.7K | +$16.5K | 34.4% |
| Cetera Investment Advisers | 27,494 | +332 | $9.7M | +$16.5K | 1.2% |
| Lafayette Investments, Inc. | 6,670 | +25 | $2.4M | -$15.8K | 0.4% |
| Apella Capital, LLC | 799 | +23 | $282.0K | +$15.7K | 3.0% |
| Advisors Capital Management, LLC | 90,353 | +989 | $31.9M | +$15.4K | 1.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1,233 | +55 | $435.2K | +$15.3K | 4.7% |
| Venturi Wealth Management, LLC | 2,839 | +74 | $1.0M | +$15.2K | 2.7% |
| Fisher Asset Management, LLC | 635 | +49 | $224.1K | +$15.0K | 8.4% |
| Annandale Capital, LLC | 12,619 | +7,198 | $4.5K | -$14.9K | 132.8% |
| BENJAMIN EDWARDS INC | 739 | +49 | $261.0K | +$14.7K | 7.1% |
| TRUST POINT INC. | 935 | +50 | $329.9K | +$14.4K | 5.6% |
| Ellis Investment Partners, LLC | 3,987 | +2 | $1.4M | -$14.0K | 0.1% |
| DT Investment Partners, LLC | 58 | +38 | $20.5K | +$13.3K | 190.0% |
| Lantz Financial LLC | 1,585 | +53 | $559.3K | +$13.0K | 3.5% |
| Nilsine Partners, LLC | 735 | +44 | $259.4K | +$13.0K | 6.4% |
| Chesley Taft & Associates LLC | 4,078 | +6 | $1.4M | -$12.9K | 0.1% |
| Retirement Planning Group, LLC | 936 | +46 | $330.4K | +$12.9K | 5.2% |
| OAKWORTH CAPITAL, INC. | 559 | +42 | $197.3K | +$12.9K | 8.1% |
| Welch Group, LLC | 5,148 | +18 | $1.8M | -$12.6K | 0.3% |
| Ilmarinen Mutual Pension Insurance Co | 50,272 | +35,000 | $17.7K | +$12.3K | 229.2% |
| Transamerica Financial Advisors, LLC | 52 | +34 | $18.4K | +$12.3K | 188.9% |
| GAMCO INVESTORS, INC. ET AL | 5,856 | +28 | $2.1M | -$11.7K | 0.5% |
| Manchester Capital Management LLC | 468 | +36 | $165.1K | +$11.1K | 8.3% |
| Parkside Financial Bank & Trust | 4,604 | +17 | $1.6M | -$11.0K | 0.4% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 12,309 | +158 | $4.3M | +$10.8K | 1.3% |
| Quent Capital, LLC | 78 | +31 | $27.5K | +$10.8K | 66.0% |
| Salomon & Ludwin, LLC | 117 | +33 | $41.1K | +$10.5K | 39.3% |
| CYBER HORNET ETFs LLC | 627 | +36 | $221.3K | +$10.5K | 6.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 1,736 | +47 | $612.6K | +$10.3K | 2.8% |
| SJS Investment Consulting Inc. | 36 | +29 | $12.7K | +$10.2K | 414.3% |
| Artemis Investment Management LLP | 41,229 | +400 | $14.5M | -$9.9K | 1.0% |
| Sound Income Strategies, LLC | 28 | +26 | $9.6K | +$8.9K | 1300.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 208 | +27 | $73.4K | +$8.9K | 14.9% |
| Armor Investment Advisors, LLC | 2,840 | +6 | $1.0M | -$8.4K | 0.2% |
| CITY NATIONAL BANK OF FLORIDA /MSD | 867 | +32 | $305.9K | +$8.2K | 3.8% |
| SUMMIT SECURITIES GROUP LLC | 398 | +26 | $140.4K | +$7.8K | 7.0% |
| Foundation Wealth Management, LLC | 2,644 | +5 | $933.2K | -$7.8K | 0.2% |
| CENTRAL TRUST Co | 1,341 | +34 | $473.2K | +$7.2K | 2.6% |
| LORD, ABBETT & CO. LLC | 272,046 | +22,878 | $96.0K | +$7.2K | 9.2% |
| MISSION WEALTH MANAGEMENT, LP | 3,909 | +60 | $1.4M | +$6.8K | 1.6% |
| SouthState Corp | 83 | +20 | $29.3K | +$6.8K | 31.7% |
| Broadway Wealth Solutions, Inc. | 872 | +28 | $307.7K | +$6.8K | 3.3% |
| MCF Advisors LLC | 30 | +19 | $10.6K | +$6.7K | 172.7% |
| a16z Perennial Management, L.P. | 2,310 | +6 | $815.2K | -$6.4K | 0.3% |
| JFS WEALTH ADVISORS, LLC | 986 | +28 | $347.9K | +$6.3K | 2.9% |
| U.S. Capital Wealth Advisors, LLC | 3,181 | +16 | $1.1M | -$6.1K | 0.5% |
| Spire Wealth Management | 331 | +20 | $116.9K | +$6.0K | 6.4% |
| State of Wyoming | 1,997 | +37 | $704.7K | +$5.8K | 1.9% |
| Three Seasons Wealth, LLC | 2,430 | +41 | $857.5K | +$5.6K | 1.7% |
| Sunbelt Securities, Inc. | 39 | +16 | $13.8K | +$5.6K | 69.6% |
| Kathmere Capital Management, LLC | 1,582 | +32 | $558.3K | +$5.6K | 2.1% |
| Howard Capital Management Inc. | 1,256 | +28 | $443.2K | +$5.3K | 2.3% |
| HUNTINGTON NATIONAL BANK | 3,993 | +58 | $1.4M | +$5.2K | 1.5% |
| Capital Investment Advisors, LLC | 1,882 | +33 | $664.3K | +$5.1K | 1.8% |
| Deseret Mutual Benefit Administrators | 1,271 | +27 | $448.5K | +$4.9K | 2.2% |
| MBL Wealth, LLC | 1,585 | +3 | $559.3K | -$4.8K | 0.2% |
| Waterfront Wealth Inc. | 3,755 | +17 | $1.3M | -$4.5K | 0.5% |
| Focused Wealth Management, Inc | 1,239 | +25 | $437.2K | +$4.3K | 2.0% |
| First Pacific Financial | 26 | +12 | $9.2K | +$4.2K | 85.7% |
| Miracle Mile Advisors, LLC | 1,948 | +9 | $687.4K | -$4.0K | 0.5% |
| Cornerstone Wealth Group, LLC | 962 | +21 | $339.4K | +$4.0K | 2.2% |
| Hughes Financial Services, LLC | 62 | +10 | $21.9K | +$3.9K | 19.2% |
| Advisor OS, LLC | 936 | +20 | $330.4K | +$3.7K | 2.2% |
| J.W. COLE ADVISORS, INC. | 1,863 | +35 | $648.2K | -$3.5K | 1.9% |
| RATIONAL ADVISORS, INC. | 72 | +10 | $25.4K | +$3.3K | 16.1% |
| Sound View Wealth Advisors Group, LLC | 1,935 | +29 | $682.8K | +$3.2K | 1.5% |
| Nordwand Advisors, LLC | 3,960 | +50 | $1.4M | +$3.2K | 1.3% |
| Bay Harbor Wealth Management, LLC | 19 | +9 | $6.7K | +$3.1K | 90.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 44 | +9 | $15.5K | +$3.0K | 25.7% |
| ELEVATION WEALTH PARTNERS, LLC | 157 | +10 | $55.4K | +$3.0K | 6.8% |
| D.A. DAVIDSON & CO. | 2,248 | +15 | $793.3K | -$3.0K | 0.7% |
| MATTERN CAPITAL MANAGEMENT, LLC | 3,974 | +33 | $1.4M | -$2.9K | 0.8% |
| Elyxium Wealth, LLC | 1,443 | +7 | $509.2K | -$2.8K | 0.5% |
| Pallas Capital Advisors LLC | 1,332 | +6 | $470.1K | -$2.8K | 0.5% |
| SBI Securities Co., Ltd. | 32 | +8 | $11.3K | +$2.7K | 33.3% |
| Exchange Bank | 806 | +1 | $284.4K | -$2.6K | 0.1% |
| Canopy Partners, LLC | 636 | +13 | $224.4K | +$2.3K | 2.1% |
| Relyea Zuckerberg Hanson LLC | 1,422 | +21 | $501.9K | +$2.2K | 1.5% |
| Wealth Watch Advisors, INC | 77 | +7 | $27.2K | +$2.2K | 10.0% |
| Independent Advisor Alliance | 1,488 | +10 | $525.1K | -$1.9K | 0.7% |
| REAP Financial Group, LLC | 659 | +2 | $232.4K | -$1.9K | 0.3% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 2,993 | +26 | $1.1M | -$1.8K | 0.9% |
| GSA CAPITAL PARTNERS LLP | 8,007 | +5,115 | $2.8K | +$1.8K | 176.9% |
| Weaver Consulting Group | 1,053 | +6 | $371.6K | -$1.8K | 0.6% |
| Handelsbanken Fonder AB | 67,034 | +5,585 | $23.7K | +$1.7K | 9.1% |
| T. Rowe Price Investment Management, Inc. | 7,969 | +4,201 | $2.8K | +$1.5K | 111.5% |
| Tanager Wealth Management LLP | 871 | +5 | $307.4K | -$1.4K | 0.6% |
| Sandy Cove Advisors, LLC | 1,060 | +7 | $374.2K | -$1.4K | 0.7% |
| Rialto Wealth Management, LLC | 9 | +4 | $3.2K | +$1.4K | 80.0% |
| Hills Bank & Trust Co | 2,173 | +19 | $766.8K | -$1.3K | 0.9% |
| FARMERS & MERCHANTS INVESTMENTS INC | 149 | +5 | $52.6K | +$1.2K | 3.5% |
| TRUST CO OF VERMONT | 390 | +1 | $137.6K | -$1.1K | 0.3% |
| Rakuten Securities, Inc. | 6 | +3 | $2.1K | +$1.0K | 100.0% |
| IMG Wealth Management, Inc. | 16 | +3 | $5.6K | +$1.0K | 23.1% |
| Nemes Rush Group LLC | 160 | +5 | $56.3K | +$953 | 3.2% |
| Fortitude Family Office, LLC | 48 | +3 | $16.9K | +$892 | 6.7% |
| CWM, LLC | 13,931 | +2,471 | $4.9K | +$829 | 21.6% |
| PayPay Securities Corp | 10 | +2 | $3.5K | +$772 | 25.0% |
| North Star Investment Management Corp. | 1,352 | +16 | $477.2K | +$761 | 1.2% |
| WestEnd Advisors, LLC | 7 | +2 | $2.5K | +$687 | 40.0% |
| Dunhill Financial, LLC | 18 | +2 | $6.4K | +$606 | 12.5% |
| AMERICAN NATIONAL BANK & TRUST | 415 | +6 | $146.4K | +$604 | 1.5% |
| Frank, Rimerman Advisors LLC | 3,121 | +34 | $1.1M | +$577 | 1.1% |
| INTRUST BANK NA | 926 | +8 | $326.8K | -$573 | 0.9% |
| CVA Family Office, LLC | 425 | +6 | $150.0K | +$567 | 1.4% |
| Virtu Financial LLC | 5,666 | +1,427 | $2.0K | +$488 | 33.7% |
| DiNuzzo Private Wealth, Inc. | 18 | +2 | $6.4K | +$480 | 12.5% |
| Mn Services Vermogensbeheer B.V. | 75,686 | +2,086 | $26.7K | +$464 | 2.8% |
| Amplius Wealth Advisors, LLC | 1,179 | +11 | $415.9K | -$438 | 0.9% |
| Westside Investment Management, Inc. | 72 | +2 | $24.8K | -$405 | 2.9% |
| Enterprise Financial Services Corp | 4,536 | +46 | $1.6M | -$381 | 1.0% |
| AdvisorNet Financial, Inc | 188 | +1 | $66.3K | -$339 | 0.5% |
| CBIZ Investment Advisory Services, LLC | 5 | +1 | $1.8K | +$338 | 25.0% |
| Bogart Wealth, LLC | 5 | +1 | $1.8K | +$338 | 25.0% |
| NVWM, LLC | 7 | +1 | $2.5K | +$331 | 16.7% |
| ASR Vermogensbeheer N.V. | 20,004 | +205 | $7.1M | -$315 | 1.0% |
| ROMANO BROTHERS AND COMPANY | 4,907 | +51 | $1.7M | -$268 | 1.1% |
| True North Advisors, LLC | 1,085 | +12 | $382.9K | +$265 | 1.1% |
| SUMITOMO LIFE INSURANCE CO | 897 | +10 | $316.5K | +$247 | 1.1% |
| Daiwa Securities Group Inc. | 34,010 | +1,044 | $12.0K | +$246 | 3.2% |
| Avidian Wealth Enterprises, LLC | 1,673 | +17 | $590.3K | -$195 | 1.0% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 616 | +6 | $217.4K | -$140 | 1.0% |
| Wilmington Savings Fund Society, FSB | 2,667 | +28 | $941.1K | +$117 | 1.1% |
| Modera Wealth Management, LLC | 13,265 | +137 | $4.7M | -$104 | 1.0% |
| Intermede Investment Partners Ltd | 23,160 | +101 | $8.2K | -$49 | 0.4% |
| Community Bank & Trust, Waco, Texas | 781 | +100 | $276 | +$33 | 14.7% |
| Seascape Capital Management | 11,030 | +34 | $3.9K | -$29 | 0.3% |
| Cambridge Investment Research Advisors, Inc. | 9,127 | +143 | $3.2K | +$18 | 1.6% |
| PARK AVENUE SECURITIES LLC | 2,637 | +76 | $931 | +$18 | 3.0% |
| NATURAL INVESTMENTS, LLC | 630 | +43 | $222 | +$13 | 7.3% |
| Arete Wealth Advisors, LLC | 1,459 | +31 | $515 | +$6 | 2.2% |
| VESTOR CAPITAL, LLC | 23,372 | +21,613 | $621 | -$6 | 1228.7% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 2,100 | +40 | $741 | +$6 | 1.9% |
| INGALLS & SNYDER LLC | 1,128 | +6 | $398 | -$2 | 0.5% |
| Avion Wealth | 24 | +4 | $8 | +$1 | 20.0% |