13F QoQ Ownership Changes
APA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 136 new · 270 added · 319 reduced · 78 exited
New Positions(136)
Added To(270)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 11,047,390 | +6,480,422 | $270.2M | +$159.3M | 141.9% |
| GOLDMAN SACHS GROUP INC | 7,171,963 | +3,117,032 | $175.4M | +$77.0M | 76.9% |
| Royal Bank of Canada | 4,535,581 | +1,297,595 | $110.9M | +$50.0M | 40.1% |
| MORGAN STANLEY | 10,425,586 | +1,864,900 | $255.0M | +$47.2M | 21.8% |
| DIMENSIONAL FUND ADVISORS LP | 15,321,936 | +1,291,706 | $374.8M | +$34.1M | 9.2% |
| JANE STREET GROUP, LLC | 4,861,148 | +1,113,766 | $118.9M | +$27.9M | 29.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,298,010 | +1,067,049 | $105.1M | +$26.7M | 33.0% |
| BlackRock, Inc. | 24,442,130 | +912,047 | $597.9M | +$26.5M | 3.9% |
| Gotham Asset Management, LLC | 2,289,986 | +711,266 | $56.0M | +$17.7M | 45.0% |
| AMERICAN CENTURY COMPANIES INC | 1,743,978 | +504,581 | $42.7M | +$12.6M | 40.7% |
| Empowered Funds, LLC | 687,729 | +448,562 | $16.8M | +$11.0M | 187.6% |
| UBS Group AG | 4,892,283 | +415,710 | $119.7M | +$11.0M | 9.3% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 431,020 | +416,856 | $10.5M | +$10.2M | 2943.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14,710,034 | +285,542 | $359.8M | +$9.6M | 2.0% |
| FRANKLIN RESOURCES INC | 1,855,598 | +376,943 | $45.4M | +$9.5M | 25.5% |
| Qube Research & Technologies Ltd | 689,139 | +383,539 | $16.9M | +$9.4M | 125.5% |
| D. E. Shaw & Co., Inc. | 1,453,575 | +319,104 | $35.6M | +$8.0M | 28.1% |
| RAYMOND JAMES FINANCIAL INC | 993,341 | +307,589 | $24.3M | +$7.6M | 44.9% |
| CITADEL ADVISORS LLC | 2,336,717 | +271,714 | $57.2M | +$7.0M | 13.2% |
| Parallax Volatility Advisers, L.P. | 449,694 | +267,028 | $11.0M | +$6.6M | 146.2% |
| AEGON ASSET MANAGEMENT UK Plc | 836,211 | +259,193 | $20.5M | +$6.4M | 44.9% |
| Point72 Asset Management, L.P. | 1,062,500 | +227,000 | $26.0M | +$5.7M | 27.2% |
| Bank of New York Mellon Corp | 4,941,097 | +179,434 | $120.9M | +$5.2M | 3.8% |
| ALLIANCEBERNSTEIN L.P. | 1,602,546 | +204,094 | $39.2M | +$5.2M | 14.6% |
| NORTHERN TRUST CORP | 4,634,288 | +171,812 | $113.4M | +$5.0M | 3.9% |
| Jefferies Financial Group Inc. | 302,017 | +202,158 | $7.4M | +$5.0M | 202.4% |
| FIRST TRUST ADVISORS LP | 2,680,675 | +181,548 | $65.6M | +$4.9M | 7.3% |
| Vontobel Holding Ltd. | 319,631 | +196,416 | $7.8M | +$4.8M | 159.4% |
| Trexquant Investment LP | 231,856 | +181,210 | $5.7M | +$4.4M | 357.8% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 839,888 | +158,936 | $20.7M | +$4.2M | 23.3% |
| Walleye Trading LLC | 901,806 | +147,378 | $22.1M | +$3.7M | 19.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 267,099 | +146,932 | $6.5M | +$3.6M | 122.3% |
| CITIGROUP INC | 516,216 | +140,421 | $12.6M | +$3.5M | 37.4% |
| Pacific Heights Asset Management LLC | 550,000 | +125,000 | $13.5M | +$3.1M | 29.4% |
| PRUDENTIAL PLC | 136,744 | +120,717 | $3.3M | +$3.0M | 753.2% |
| Allspring Global Investments Holdings, LLC | 306,195 | +111,777 | $7.8M | +$2.9M | 57.5% |
| NATIONAL BANK OF CANADA /FI/ | 225,116 | +110,400 | $5.5M | +$2.7M | 96.2% |
| Brandywine Global Investment Management, LLC | 249,292 | +107,979 | $6.1M | +$2.7M | 76.4% |
| Illinois Municipal Retirement Fund | 217,864 | +89,309 | $5.3M | +$2.2M | 69.5% |
| STIFEL FINANCIAL CORP | 936,605 | +82,790 | $22.9M | +$2.2M | 9.7% |
| Fisher Asset Management, LLC | 1,525,078 | +75,532 | $37.3M | +$2.1M | 5.2% |
| Creative Planning | 220,692 | +72,198 | $5.4M | +$1.8M | 48.6% |
| BARCLAYS PLC | 1,014,252 | +177,319 | $18.6M | -$1.8M | 21.2% |
| Walleye Capital LLC | 316,921 | +68,589 | $7.8M | +$1.7M | 27.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 185,818 | +77,125 | $4.4M | +$1.7M | 71.0% |
| PEAK FINANCIAL ADVISORS LLC | 103,250 | +67,611 | $2.5M | +$1.7M | 189.7% |
| Cetera Investment Advisers | 163,341 | +64,433 | $4.0M | +$1.6M | 65.1% |
| CIBC WORLD MARKET INC. | 102,950 | +63,245 | $2.5M | +$1.6M | 159.3% |
| Sterling Capital Management LLC | 97,983 | +63,172 | $2.4M | +$1.6M | 181.5% |
| HighTower Advisors, LLC | 514,390 | +59,641 | $12.6M | +$1.5M | 13.1% |
| Y-Intercept (Hong Kong) Ltd | 154,533 | +61,772 | $3.8M | +$1.5M | 66.6% |
| Corient Private Wealth LLC | 416,796 | +283,299 | $4.6M | +$1.3M | 212.2% |
| RITHOLTZ WEALTH MANAGEMENT | 80,783 | +53,141 | $2.0M | +$1.3M | 192.2% |
| PRINCIPAL FINANCIAL GROUP INC | 429,379 | +44,116 | $10.5M | +$1.1M | 11.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 112,895 | +42,068 | $2.8M | +$1.0M | 59.4% |
| HUSSMAN STRATEGIC ADVISORS, INC. | 105,000 | +42,000 | $2.6M | +$1.0M | 66.7% |
| NewEdge Advisors, LLC | 49,363 | +41,914 | $1.2M | +$1.0M | 562.7% |
| swisspartners Advisors Ltd | 487,780 | +39,320 | $11.9M | +$1.0M | 8.8% |
| Quantinno Capital Management LP | 769,751 | +35,476 | $18.8M | +$999.9K | 4.8% |
| BANK OF MONTREAL /CAN/ | 259,264 | +37,761 | $6.3M | +$963.5K | 17.0% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 42,985 | +39,263 | $1.1M | +$961.0K | 1054.9% |
| NewEdge Wealth, LLC | 61,939 | +35,624 | $1.5M | +$945.0K | 135.4% |
| SEI INVESTMENTS CO | 961,959 | +30,171 | $23.5M | +$905.2K | 3.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 466,063 | +31,617 | $11.4M | +$883.7K | 7.3% |
| PNC Financial Services Group, Inc. | 193,102 | +32,357 | $4.7M | +$820.4K | 20.1% |
| CIBC Asset Management Inc | 79,362 | +32,456 | $1.9M | +$802.3K | 69.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 102,471 | +12,211 | $2.9M | +$757.0K | 13.5% |
| PRUDENTIAL FINANCIAL INC | 304,186 | +28,063 | $7.4M | +$736.1K | 10.2% |
| Oxbow Advisors, LLC | 455,752 | +26,896 | $11.1M | +$735.1K | 6.3% |
| Orion Porfolio Solutions, LLC | 56,179 | +27,208 | $1.4M | +$670.7K | 93.9% |
| Arkadios Wealth Advisors | 76,345 | +26,593 | $1.9M | +$659.4K | 53.5% |
| LPL Financial LLC | 480,518 | +23,067 | $11.8M | +$646.6K | 5.0% |
| Private Advisor Group, LLC | 48,299 | +19,016 | $1.1M | +$630.3K | 64.9% |
| Quent Capital, LLC | 27,115 | +24,474 | $663.2K | +$599.1K | 926.7% |
| SummitTX Capital, L.P. | 89,700 | +23,757 | $2.2M | +$593.0K | 36.0% |
| CWA Asset Management Group, LLC | 111,441 | +22,172 | $2.7M | +$558.4K | 24.8% |
| Harvest Portfolios Group Inc. | 80,050 | +22,100 | $2.0M | +$551.0K | 38.1% |
| Jaffetilchin Investment Partners, LLC | 45,771 | +21,901 | $1.1M | +$540.0K | 91.8% |
| 1834 INVESTMENT ADVISORS CO | 346,838 | +17,774 | $8.5M | +$494.0K | 5.4% |
| Wealthquest Corp | 196,129 | +18,888 | $4.8M | +$493.9K | 10.7% |
| Advisory Services Network, LLC | 31,638 | +17,306 | $773.9K | +$425.9K | 120.8% |
| GROUP ONE TRADING LLC | 185,530 | +15,871 | $4.5M | +$418.7K | 9.3% |
| SIG BROKERAGE, LP | 53,376 | +16,340 | $1.3M | +$406.3K | 44.1% |
| Vident Advisory, LLC | 144,112 | +15,657 | $3.5M | +$406.1K | 12.2% |
| Impact Partnership Wealth, LLC | 25,804 | +16,479 | $631.2K | +$404.8K | 176.7% |
| FOUNDATION RESOURCE MANAGEMENT INC | 244,242 | +14,779 | $6.0M | +$402.8K | 6.4% |
| Susquehanna Portfolio Strategies, LLC | 701,948 | +10,389 | $17.2M | +$378.6K | 1.5% |
| OMERS ADMINISTRATION Corp | 90,691 | +14,563 | $2.2M | +$369.9K | 19.1% |
| Pathstone Holdings, LLC | 95,364 | +13,516 | $2.3M | +$345.3K | 16.5% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 90,364 | +13,227 | $2.2M | +$337.4K | 17.1% |
| Focus Partners Wealth | 57,028 | +13,232 | $1.4M | +$331.0K | 30.2% |
| Marex Group plc | 36,016 | +13,115 | $881.0K | +$324.9K | 57.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 391,700 | +10,200 | $9.6M | +$318.2K | 2.7% |
| Howard Capital Management Inc. | 106,886 | +12,038 | $2.6M | +$311.5K | 12.7% |
| Rakuten Investment Management, Inc. | 31,632 | +9,032 | $771.2K | +$298.4K | 40.0% |
| Sunpointe, LLC | 25,986 | +11,292 | $635.6K | +$278.8K | 76.8% |
| Voleon Capital Management LP | 20,851 | +11,222 | $510.0K | +$276.2K | 116.5% |
| Swiss National Bank | 705,462 | +5,800 | $17.3M | +$267.8K | 0.8% |
| M&T Bank Corp | 42,245 | +10,557 | $1.0M | +$263.8K | 33.3% |
| Vise Technologies, Inc. | 40,180 | +10,353 | $982.8K | +$258.6K | 34.7% |
| BENJAMIN EDWARDS INC | 25,200 | +10,431 | $616.4K | +$257.8K | 70.6% |
| COWA, LLC | 21,601 | +9,761 | $528.4K | +$240.9K | 82.4% |
| Apollon Wealth Management, LLC | 18,868 | +9,213 | $461.5K | +$227.1K | 95.4% |
| BNP PARIBAS FINANCIAL MARKETS | 576,715 | +4,536 | $14.1M | +$213.9K | 0.8% |
| NEUBERGER BERMAN GROUP LLC | 72,529 | +8,201 | $1.8M | +$212.2K | 12.7% |
| Russell Investments Group, Ltd. | 154,500 | +7,443 | $3.8M | +$210.6K | 5.1% |
| Sequoia Financial Advisors, LLC | 54,129 | +8,151 | $1.3M | +$207.6K | 17.7% |
| CAPTRUST FINANCIAL ADVISORS | 43,529 | +7,989 | $1.1M | +$201.8K | 22.5% |
| Crossmark Global Holdings, Inc. | 46,430 | +7,754 | $1.1M | +$196.6K | 20.0% |
| Caprock Group, LLC | 16,666 | +7,474 | $407.7K | +$194.2K | 81.3% |
| MUFG Securities EMEA plc | 14,684 | +7,836 | $359.2K | +$192.9K | 114.4% |
| NEOS Investment Management LLC | 45,921 | +7,433 | $1.1M | +$188.7K | 19.3% |
| Range Financial Group LLC | 92,180 | +6,968 | $2.3M | +$185.8K | 8.2% |
| MML INVESTORS SERVICES, LLC | 16,059 | +7,477 | $392.8K | +$184.4K | 87.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 338,329 | +5,057 | $8.3M | +$183.7K | 1.5% |
| GF FUND MANAGEMENT CO. LTD. | 104,615 | +6,737 | $2.6M | +$182.4K | 6.9% |
| California Public Employees Retirement System | 674,379 | +2,396 | $16.5M | +$179.6K | 0.3% |
| RAHLFS CAPITAL, LLC | 58,700 | +6,500 | $1.4M | +$168.4K | 12.4% |
| Byrne Asset Management LLC | 12,120 | +6,242 | $296.5K | +$153.7K | 106.2% |
| State of New Jersey Common Pension Fund D | 127,761 | +4,528 | $3.1M | +$132.9K | 3.7% |
| Concurrent Investment Advisors, LLC | 14,849 | +5,210 | $363.2K | +$129.2K | 54.0% |
| Manatuck Hill Partners, LLC | 30,000 | +5,000 | $733.8K | +$126.8K | 20.0% |
| MILLER WEALTH ADVISORS, LLC | 10,198 | +5,099 | $249.4K | +$125.6K | 100.0% |
| Compound Planning, Inc. | 15,173 | +4,744 | $371.1K | +$117.9K | 45.5% |
| Pictet Asset Management Holding SA | 73,559 | +4,176 | $1.8M | +$114.6K | 6.0% |
| KLP KAPITALFORVALTNING AS | 95,900 | +4,000 | $2.3M | +$114.4K | 4.3% |
| denkapparat Operations GmbH | 37,362 | +4,096 | $913.9K | +$106.2K | 12.3% |
| GAMMA Investing LLC | 48,954 | +3,820 | $1.2M | +$101.6K | 8.5% |
| Federation des caisses Desjardins du Quebec | 27,961 | +3,911 | $683.9K | +$100.0K | 16.3% |
| Convergence Investment Partners, LLC | 64,083 | +3,475 | $1.6M | +$95.9K | 5.7% |
| OPPENHEIMER & CO INC | 56,229 | +3,509 | $1.4M | +$95.3K | 6.7% |
| HB Wealth Management, LLC | 26,265 | +3,729 | $642.5K | +$95.3K | 16.5% |
| Murphy Pohlad Asset Management LLC | 136,633 | +2,700 | $3.3M | +$90.2K | 2.0% |
| US BANCORP \DE\ | 68,597 | +3,196 | $1.7M | +$89.9K | 4.9% |
| Canada Post Corp Registered Pension Plan | 9,028 | +3,620 | $220.8K | +$89.2K | 66.9% |
| Summit Trail Advisors, LLC | 46,320 | +3,043 | $1.1M | +$82.2K | 7.0% |
| Czech National Bank | 93,521 | +2,650 | $2.3M | +$81.2K | 2.9% |
| COMMERCE BANK | 14,668 | +3,019 | $358.8K | +$75.9K | 25.9% |
| Sigma Planning Corp | 16,874 | +2,882 | $413.2K | +$73.4K | 20.6% |
| Abel Hall, LLC | 33,620 | +2,621 | $822.3K | +$69.7K | 8.4% |
| Rakuten Securities, Inc. | 2,959 | +2,720 | $72.4K | +$66.6K | 1138.1% |
| Triton Wealth Management, PLLC | 19,632 | +2 | $514.0K | +$66.1K | 0.0% |
| XPONANCE, INC. | 28,580 | +2,459 | $699.1K | +$64.8K | 9.4% |
| Savant Capital, LLC | 29,049 | +2,404 | $710.5K | +$63.6K | 9.0% |
| Global Retirement Partners, LLC | 2,630 | +2,414 | $64.3K | +$59.1K | 1117.6% |
| Advisors Asset Management, Inc. | 10,742 | +2,346 | $262.7K | +$58.9K | 27.9% |
| ProShare Advisors LLC | 123,178 | +1,293 | $3.0M | +$53.6K | 1.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 11,351 | +2,072 | $277.6K | +$52.4K | 22.3% |
| BROWN ADVISORY INC | 13,398 | +1,894 | $327.7K | +$48.4K | 16.5% |
| Philip James Wealth Mangement, LLC | 11,491 | +1,895 | $281.1K | +$48.1K | 19.7% |
| Horizon Advisory Services, Inc. | 15,222 | +1,836 | $372.3K | +$47.3K | 13.7% |
| SYON CAPITAL LLC | 12,321 | +1,823 | $301.4K | +$46.5K | 17.4% |
| WESTWOOD HOLDINGS GROUP INC | 13,519 | +1,782 | $330.7K | +$45.7K | 15.2% |
| FIFTH THIRD BANCORP | 55,706 | +1,415 | $1.4M | +$44.4K | 2.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42,294 | +1,500 | $1.0M | +$44.0K | 3.7% |
| Deseret Mutual Benefit Administrators | 2,948 | +1,735 | $72.1K | +$42.7K | 143.0% |
| Stratos Wealth Partners, LTD. | 14,868 | +1,519 | $363.7K | +$39.6K | 11.4% |
| IFG Advisory, LLC | 18,497 | +1,467 | $452.4K | +$39.0K | 8.6% |
| Valeo Financial Advisors, LLC | 9,813 | +1,527 | $240.0K | +$38.8K | 18.4% |
| Baader Bank Aktiengesellschaft | 25,700 | +2,200 | $608.0K | +$37.4K | 9.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 14,320 | +1,424 | $350.3K | +$37.2K | 11.0% |
| JONES FINANCIAL COMPANIES LLLP | 20,890 | +1,692 | $511.0K | +$37.0K | 8.8% |
| WETZEL INVESTMENT ADVISORS, INC. | 21,405 | +1,353 | $523.6K | +$36.7K | 6.7% |
| Vanguard Personalized Indexing Management, LLC | 130,869 | +527 | $3.2M | +$36.3K | 0.4% |
| Numerai GP LLC | 10,499 | +1,386 | $256.8K | +$35.5K | 15.2% |
| Brand Asset Management Group, Inc. | 11,968 | +1,311 | $292.7K | +$34.0K | 12.3% |
| QRG CAPITAL MANAGEMENT, INC. | 13,948 | +1,276 | $341.2K | +$33.5K | 10.1% |
| SIGNATUREFD, LLC | 13,695 | +1,077 | $335.0K | +$28.6K | 8.5% |
| VIRTUS ADVISERS, LLC | 3,522 | +1,161 | $85.7K | +$28.4K | 49.2% |
| Rockefeller Capital Management L.P. | 106,667 | +375 | $2.6M | +$28.3K | 0.3% |
| Prestige Wealth Management Group LLC | 1,438 | +1,198 | $33.8K | +$27.9K | 499.2% |
| Merit Financial Group, LLC | 19,122 | +957 | $467.7K | +$26.7K | 5.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 7,993 | +945 | $195.5K | +$24.4K | 13.4% |
| CIBC Private Wealth Group LLC | 4,418 | +953 | $108.1K | +$23.9K | 27.5% |
| Parallel Advisors, LLC | 12,344 | +773 | $301.9K | +$21.0K | 6.7% |
| HUB Investment Partners, LLC | 10,174 | +763 | $248.9K | +$20.4K | 8.1% |
| AlphaCore Capital LLC | 57,969 | +409 | $1.4M | +$20.4K | 0.7% |
| Farther Finance Advisors, LLC | 5,385 | +785 | $131.7K | +$20.0K | 17.1% |
| Inspire Investing, LLC | 13,442 | +721 | $328.8K | +$19.9K | 5.7% |
| O'Keefe Stevens Advisory, Inc. | 30,093 | +555 | $736.1K | +$18.9K | 1.9% |
| CIDEL ASSET MANAGEMENT INC | 9,240 | +680 | $223.8K | +$18.6K | 7.9% |
| D.A. DAVIDSON & CO. | 75,500 | +194 | $1.8M | +$18.3K | 0.3% |
| SUMMIT SECURITIES GROUP LLC | 1,327 | +710 | $32.5K | +$17.5K | 115.1% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 28,171 | +396 | $689.1K | +$14.7K | 1.4% |
| Patriot Financial Group Insurance Agency, LLC | 14,648 | +461 | $358.3K | +$13.8K | 3.2% |
| Lakewood Asset Management LLC | 38,558 | +280 | $943.1K | +$13.7K | 0.7% |
| ALBERT D MASON INC | 27,500 | +333 | $672.6K | +$13.0K | 1.2% |
| Root Financial Partners, LLC | 969 | +470 | $23.7K | +$11.6K | 94.2% |
| Kestra Advisory Services, LLC | 33,107 | +222 | $809.8K | +$11.4K | 0.7% |
| QUADRANT CAPITAL GROUP LLC | 20,322 | +316 | $497.1K | +$11.3K | 1.6% |
| BROWN BROTHERS HARRIMAN & CO | 2,675 | +444 | $65.4K | +$11.3K | 19.9% |
| Steward Partners Investment Advisory, LLC | 16,006 | +320 | $391.5K | +$10.7K | 2.0% |
| Clearstead Advisors, LLC | 935 | +406 | $22.9K | +$10.0K | 76.7% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 47,978 | +40 | $1.2M | +$9.6K | 0.1% |
| Turtle Creek Wealth Advisors, LLC | 48,476 | +34 | $1.2M | +$9.5K | 0.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 397,657 | +388,298 | $9.7K | +$9.5K | 4148.9% |
| Physician Wealth Advisors, Inc. | 886 | +373 | $21.7K | +$9.2K | 72.7% |
| JOURNEY STRATEGIC WEALTH LLC | 9,134 | +306 | $223.4K | +$9.1K | 3.5% |
| Parkside Financial Bank & Trust | 3,121 | +346 | $76.3K | +$9.0K | 12.5% |
| HRT FINANCIAL LP | 381,542 | +364,155 | $9.3K | +$8.9K | 2094.4% |
| AdvisorNet Financial, Inc | 800 | +352 | $19.6K | +$8.7K | 78.6% |
| SouthState Corp | 547 | +340 | $13.4K | +$8.4K | 164.3% |
| Dynamic Advisor Solutions LLC | 10,662 | +258 | $260.8K | +$8.2K | 2.5% |
| Norinchukin Bank, The | 16,378 | +203 | $400.6K | +$7.9K | 1.3% |
| Asset Management One Co., Ltd. | 13,127 | +239 | $320.0K | +$7.1K | 1.9% |
| TFC Financial Management, Inc. | 321 | +268 | $7.9K | +$6.6K | 505.7% |
| MassMutual Private Wealth & Trust, FSB | 4,790 | +213 | $117.2K | +$6.0K | 4.7% |
| CoreCap Advisors, LLC | 3,220 | +202 | $78.8K | +$5.5K | 6.7% |
| Sargent Investment Group, LLC | 28,940 | +10 | $707.9K | +$5.5K | 0.0% |
| ORG Partners LLC | 1,004 | +217 | $24.5K | +$5.4K | 27.6% |
| Smartleaf Asset Management LLC | 1,306 | +190 | $32.3K | +$5.1K | 17.0% |
| Prime Capital Investment Advisors, LLC | 9,071 | +135 | $221.9K | +$4.9K | 1.5% |
| LSV ASSET MANAGEMENT | 4,202,160 | +149,734 | $102.8K | +$4.4K | 3.7% |
| VIAWEALTH, LLC | 8,919 | +94 | $218.2K | +$3.9K | 1.1% |
| ROTHSCHILD INVESTMENT LLC | 9,819 | +86 | $240.2K | +$3.9K | 0.9% |
| GABLES CAPITAL MANAGEMENT INC. | 1,146 | +140 | $28.0K | +$3.6K | 13.9% |
| JFS WEALTH ADVISORS, LLC | 195 | +121 | $4.8K | +$3.0K | 163.5% |
| BESSEMER GROUP INC | 129,218 | +117,687 | $3.2K | +$2.9K | 1020.6% |
| True Wealth Design, LLC | 349 | +116 | $8.5K | +$2.9K | 49.8% |
| Manske Wealth Management | 9,196 | +50 | $224.9K | +$2.9K | 0.5% |
| Treasurer of the State of North Carolina | 257,727 | +98,288 | $6.3K | +$2.4K | 61.6% |
| LORD, ABBETT & CO. LLC | 1,090,704 | +90,704 | $26.7K | +$2.4K | 9.1% |
| Manchester Capital Management LLC | 302 | +92 | $7.4K | +$2.3K | 43.8% |
| Empirical Asset Management, LLC | 8,503 | +30 | $208.0K | +$2.3K | 0.3% |
| Inscription Capital, LLC | 10,199 | +17 | $249.5K | +$2.2K | 0.2% |
| Versant Capital Management, Inc | 2,825 | +52 | $69.1K | +$1.8K | 1.9% |
| Sunbelt Securities, Inc. | 4,427 | +38 | $108.3K | +$1.7K | 0.9% |
| CYBER HORNET ETFs LLC | 897 | +62 | $21.9K | +$1.7K | 7.4% |
| US Asset Management LLC | 8,265 | +4 | $202.2K | +$1.6K | 0.0% |
| S.A. Mason LLC | 7,160 | +10 | $175.1K | +$1.5K | 0.1% |
| Wedmont Private Capital | 9,479 | +578 | $221.7K | -$1.5K | 6.5% |
| Bruce G. Allen Investments, LLC | 302 | +60 | $7.4K | +$1.5K | 24.8% |
| Blue Trust, Inc. | 954 | +37 | $23.3K | +$1.1K | 4.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 462 | +41 | $11.3K | +$1.1K | 9.7% |
| PRIVATE TRUST CO NA | 432 | +39 | $10.6K | +$1.0K | 9.9% |
| Thrivent Financial for Lutherans | 80,815 | +37,180 | $2.0K | +$917 | 85.2% |
| DiNuzzo Private Wealth, Inc. | 89 | +34 | $2.2K | +$899 | 61.8% |
| SG Americas Securities, LLC | 367,366 | +31,089 | $9.0K | +$821 | 9.2% |
| ELEVATION WEALTH PARTNERS, LLC | 63 | +31 | $1.5K | +$764 | 96.9% |
| Twin Lakes Capital Management, LLC | 1,487 | +16 | $36.4K | +$649 | 1.1% |
| FINANCIAL CONSULATE, INC | 635 | +20 | $15.5K | +$600 | 3.3% |
| Addison Advisors LLC | 210 | +22 | $5.1K | +$572 | 11.7% |
| Fortitude Family Office, LLC | 958 | +16 | $23.4K | +$561 | 1.7% |
| GHP Investment Advisors, Inc. | 1,012 | +12 | $24.8K | +$474 | 1.2% |
| Redwood Investment Management, LLC | 74,346 | +17,486 | $1.8K | +$437 | 30.8% |
| Bay Harbor Wealth Management, LLC | 30 | +13 | $733 | +$321 | 76.5% |
| HARBOR CAPITAL ADVISORS, INC. | 61,938 | +10,410 | $1.5K | +$264 | 20.2% |
| Dunhill Financial, LLC | 18 | +11 | $439 | +$262 | 157.1% |
| Retirement Wealth Solutions LLC | 88 | +10 | $2.2K | +$259 | 12.8% |
| AMALGAMATED BANK | 77,763 | +10,057 | $1.9K | +$258 | 14.8% |
| Janney Montgomery Scott LLC | 30,304 | +8,873 | $741 | +$221 | 41.4% |
| Rialto Wealth Management, LLC | 177 | +6 | $4.3K | +$178 | 3.5% |
| Cambridge Investment Research Advisors, Inc. | 113,249 | +5,363 | $2.8K | +$151 | 5.0% |
| HFM Investment Advisors, LLC | 22 | +6 | $539 | +$151 | 37.5% |
| SJS Investment Consulting Inc. | 32 | +6 | $783 | +$151 | 23.1% |
| Harvest Fund Management Co., Ltd | 6,231 | +5,738 | $152 | +$140 | 1163.9% |
| North Star Investment Management Corp. | 321 | +3 | $7.9K | +$137 | 0.9% |
| NVWM, LLC | 79 | +5 | $1.9K | +$135 | 6.8% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 346,609 | +2,528 | $8.5K | +$124 | 0.7% |
| HANTZ FINANCIAL SERVICES, INC. | 7,649 | +3,491 | $187 | +$86 | 84.0% |
| Paradigm Capital Management, LLC/NV | 18,425 | +2,800 | $451 | +$72 | 17.9% |
| Hughes Financial Services, LLC | 102 | +2 | $2.5K | +$60 | 2.0% |
| Steigerwald, Gordon & Koch Inc. | 130 | +1 | $3.2K | +$56 | 0.8% |
| Concord Wealth Partners | 131 | +2 | $3.2K | +$55 | 1.6% |
| Daiwa Securities Group Inc. | 27,260 | +1,391 | $667 | +$39 | 5.4% |
| CX Institutional | 14,382 | +1,170 | $352 | +$31 | 8.8% |
| VALLEY NATIONAL ADVISERS INC | 855 | +462 | $20 | +$11 | 117.5% |
| Distillate Capital Partners LLC | 15 | +14 | $367 | +$3 | 1400.0% |
| Capital Advisors, Ltd. LLC | 168 | +126 | $4 | +$3 | 300.0% |
| GW&K Investment Management, LLC | 1,310 | +25 | $32 | +$1 | 1.9% |