13F QoQ Ownership Changes
ARES-PB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 176 new · 305 added · 335 reduced · 120 exited
New Positions(176)
Added To(305)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 26,050,425 | +4,373,955 | $4.21B | +$744.7M | 20.2% |
| STATE STREET CORP | 8,513,284 | +4,224,377 | $1.38B | +$690.2M | 98.5% |
| BlackRock, Inc. | 16,209,382 | +3,252,584 | $2.62B | +$548.3M | 25.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 4,476,637 | +2,494,237 | $723.6M | +$406.6M | 125.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,489,004 | +1,963,460 | $883.7M | +$321.9M | 55.7% |
| Vulcan Value Partners, LLC | 1,696,856 | +346,607 | $274.3K | -$215.5M | 25.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5,705,599 | +1,187,174 | $922.2M | +$199.7M | 26.3% |
| River Road Asset Management, LLC | 807,300 | +805,319 | $130.5M | +$130.2M | 40652.1% |
| Invesco Ltd. | 1,620,736 | +687,222 | $262.0M | +$112.7M | 73.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,314,983 | +501,938 | $212.5M | +$82.5M | 61.7% |
| Winslow Capital Management, LLC | 1,911,513 | +454,939 | $310.6M | +$77.7M | 31.2% |
| NORTHERN TRUST CORP | 1,694,570 | +444,355 | $273.9M | +$74.0M | 35.5% |
| Walleye Trading LLC | 472,200 | +431,554 | $76.3M | +$69.8M | 1061.7% |
| GOLDMAN SACHS GROUP INC | 1,308,357 | +420,806 | $211.5M | +$69.6M | 47.4% |
| Bank of New York Mellon Corp | 1,174,032 | +384,148 | $189.8M | +$63.5M | 48.6% |
| CITADEL ADVISORS LLC | 850,598 | +379,470 | $137.5M | +$62.2M | 80.5% |
| Nuveen, LLC | 2,358,996 | +347,523 | $381.3M | +$59.7M | 17.3% |
| UBS Group AG | 1,365,290 | +347,789 | $220.7M | +$58.0M | 34.2% |
| PRINCIPAL FINANCIAL GROUP INC | 3,839,693 | +304,920 | $620.6M | +$55.4M | 8.6% |
| CITIGROUP INC | 1,048,988 | +333,241 | $169.5M | +$55.1M | 46.5% |
| BNP PARIBAS FINANCIAL MARKETS | 485,173 | +327,921 | $78.8M | +$53.7M | 208.5% |
| FMR LLC | 8,140,784 | +210,081 | $1.32B | +$47.8M | 2.6% |
| Clearbridge Investments, LLC | 1,758,316 | +271,715 | $284.2M | +$46.5M | 18.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 365,811 | +285,250 | $59.1M | +$46.2M | 354.1% |
| Amundi | 576,683 | +245,652 | $93.2M | +$43.3M | 74.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 441,368 | +240,646 | $73.4M | +$41.3M | 119.9% |
| Jefferies Financial Group Inc. | 274,955 | +240,634 | $44.4M | +$39.0M | 701.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 886,072 | +190,718 | $143.2M | +$32.0M | 27.4% |
| NORGES BANK | 2,451,063 | +104,474 | $396.2M | +$30.5M | 4.5% |
| Legal & General Group Plc | 1,105,403 | +154,608 | $178.7M | +$26.6M | 16.3% |
| JANUS HENDERSON GROUP PLC | 1,149,390 | +153,488 | $185.8M | +$26.5M | 15.4% |
| M&G PLC | 1,219,112 | +146,699 | $197.5M | +$25.9M | 13.7% |
| FRANKLIN RESOURCES INC | 5,395,257 | +95,148 | $872.0M | +$24.6M | 1.8% |
| RHUMBLINE ADVISERS | 388,284 | +137,254 | $62.8M | +$22.6M | 54.7% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,151,200 | +123,611 | $186.1M | +$21.8M | 12.0% |
| PICTON MAHONEY ASSET MANAGEMENT | 129,337 | +57,610 | $20.9M | +$20.9M | 80.3% |
| ALLIANCEBERNSTEIN L.P. | 196,471 | +122,738 | $31.8M | +$20.0M | 166.5% |
| BANK OF MONTREAL /CAN/ | 145,946 | +122,350 | $23.6M | +$19.8M | 518.5% |
| Artisan Partners Limited Partnership | 682,601 | +98,948 | $110.3M | +$17.0M | 16.9% |
| DEUTSCHE BANK AG\ | 515,226 | +99,540 | $83.3M | +$16.8M | 23.9% |
| GUARDIAN POINT CAPITAL, LP | 200,000 | +100,000 | $32.3M | +$16.3M | 100.0% |
| WELLS FARGO & COMPANY/MN | 622,588 | +84,934 | $100.6M | +$14.7M | 15.8% |
| PRUDENTIAL FINANCIAL INC | 96,560 | +85,610 | $15.6M | +$13.9M | 781.8% |
| CINCINNATI FINANCIAL CORP | 249,304 | +81,304 | $40.3M | +$13.4M | 48.4% |
| BARCLAYS PLC | 262,824 | +59,103 | $45.5M | +$12.9M | 29.0% |
| Partners Group Holding AG | 436,910 | +75,187 | $70.6M | +$12.8M | 20.8% |
| DIMENSIONAL FUND ADVISORS LP | 458,079 | +68,854 | $74.0M | +$11.8M | 17.7% |
| JANE STREET GROUP, LLC | 600,497 | +60,720 | $97.1M | +$10.8M | 11.2% |
| Alpine Global Management, LLC | 68,469 | +66,110 | $11.1M | +$10.7M | 2802.4% |
| Portman Square Capital LLP | 395,500 | +60,500 | $63.9M | +$10.4M | 18.1% |
| Capital International Investors | 4,257,710 | +14,516 | $688.2M | +$9.7M | 0.3% |
| TORONTO DOMINION BANK | 92,979 | +56,006 | $15.0M | +$9.1M | 151.5% |
| Korea Investment CORP | 156,079 | +51,181 | $25.2M | +$8.5M | 48.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 166,864 | +48,051 | $27.0M | +$8.0M | 40.4% |
| MetLife Investment Management, LLC | 58,164 | +46,117 | $9.4M | +$7.5M | 382.8% |
| NATIONAL BANK OF CANADA /FI/ | 223,382 | +44,323 | $36.1M | +$7.5M | 24.8% |
| Quilter Plc | 704,069 | +37,366 | $113.8M | +$7.2M | 5.6% |
| IFM Investors Pty Ltd | 44,311 | +1,222 | $7.2K | -$7.0M | 2.8% |
| Overbrook Management Corp | 148,979 | +40,417 | $24.1M | +$6.7M | 37.2% |
| TRUIST FINANCIAL CORP | 663,857 | +34,781 | $107.3M | +$6.7M | 5.5% |
| CIBC Asset Management Inc | 48,814 | +40,627 | $7.9M | +$6.6M | 496.2% |
| FRED ALGER MANAGEMENT, LLC | 68,068 | +39,984 | $11.0M | +$6.5M | 142.4% |
| Northern Right Capital Management, L.P. | 123,338 | +39,133 | $19.9M | +$6.5M | 46.5% |
| National Pension Service | 299,123 | +34,266 | $48.3M | +$6.0M | 12.9% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 144,625 | +34,734 | $23.4M | +$5.8M | 31.6% |
| Blue Whale Capital LLP | 424,634 | +24,622 | $68.6M | +$4.7M | 6.2% |
| Mirae Asset Global Investments Co., Ltd. | 53,299 | +28,377 | $8.6M | +$4.6M | 113.9% |
| BLAIR WILLIAM & CO/IL | 122,935 | +26,412 | $19.9M | +$4.4M | 27.4% |
| Nicholas Wealth, LLC. | 36,158 | +27,166 | $5.8M | +$4.4M | 302.1% |
| SEI INVESTMENTS CO | 721,752 | +19,387 | $116.7M | +$4.4M | 2.8% |
| BECK MACK & OLIVER LLC | 76,566 | +25,804 | $12.4M | +$4.3M | 50.8% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 28,272 | +25,777 | $4.6M | +$4.2M | 1033.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,686 | +24,187 | $14.8M | +$4.0M | 35.8% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 985,823 | +13,892 | $159.3M | +$3.9M | 1.4% |
| Voya Investment Management LLC | 44,001 | +23,638 | $7.1M | +$3.9M | 116.1% |
| Russell Investments Group, Ltd. | 61,577 | +23,123 | $10.0M | +$3.8M | 60.1% |
| BANK OF NOVA SCOTIA | 31,031 | +21,472 | $5.0M | +$3.5M | 224.6% |
| AQR CAPITAL MANAGEMENT LLC | 71,461 | +20,051 | $11.6M | +$3.3M | 39.0% |
| AMERIPRISE FINANCIAL INC | 316,425 | +16,523 | $51.1M | +$3.2M | 5.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,724 | +17,560 | $12.4M | +$3.0M | 29.7% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 20,413 | +17,951 | $3.3M | +$2.9M | 729.1% |
| STIFEL FINANCIAL CORP | 167,684 | +16,391 | $27.1M | +$2.9M | 10.8% |
| UniSuper Management Pty Ltd | 21,183 | +17,583 | $3.4M | +$2.8M | 488.4% |
| M&T Bank Corp | 26,526 | +16,677 | $4.3M | +$2.7M | 169.3% |
| Pacer Advisors, Inc. | 16,153 | +16,147 | $2.6M | +$2.6M | 269116.7% |
| Curated Wealth Partners LLC | 1,419,270 | +627 | $229.4M | +$2.6M | 0.0% |
| Orion Porfolio Solutions, LLC | 22,535 | +15,573 | $3.6M | +$2.5M | 223.7% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 186,957 | +13,306 | $30.2M | +$2.5M | 7.7% |
| CRAWFORD INVESTMENT COUNSEL INC | 71,008 | +13,745 | $11.5M | +$2.3M | 24.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 15,618 | +13,888 | $2.5M | +$2.2M | 802.8% |
| Osprey Private Wealth LLC | 64,530 | +13,165 | $10.4M | +$2.2M | 25.6% |
| Pictet Asset Management Holding SA | 92,699 | +11,128 | $15.0M | +$1.9M | 13.6% |
| Silvant Capital Management LLC | 52,573 | +11,524 | $8.5M | +$1.9M | 28.1% |
| CHILTON CAPITAL MANAGEMENT LLC | 317,190 | +7,743 | $51.3M | +$1.8M | 2.5% |
| Asset Management One Co., Ltd. | 91,574 | +5,895 | $15.5M | +$1.8M | 6.9% |
| Federation des caisses Desjardins du Quebec | 48,212 | +10,531 | $7.8M | +$1.8M | 27.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 122,205 | +9,173 | $19.8M | +$1.7M | 8.1% |
| DANSKE BANK A/S | 101,057 | +9,400 | $16.3M | +$1.7M | 10.3% |
| AVIVA PLC | 157,773 | +8,436 | $25.5M | +$1.6M | 5.6% |
| Virtue Capital Management, LLC | 6,032 | +4,589 | $1.8M | +$1.5M | 318.0% |
| Quantinno Capital Management LP | 48,270 | +9,025 | $7.8M | +$1.5M | 23.0% |
| Aberdeen Group plc | 117,705 | +10,546 | $19.0M | +$1.5M | 9.8% |
| XPONANCE, INC. | 50,278 | +8,094 | $8.1M | +$1.4M | 19.2% |
| Pathstone Holdings, LLC | 32,440 | +8,234 | $5.2M | +$1.4M | 34.0% |
| CIBC WORLD MARKET INC. | 12,152 | +8,439 | $2.0M | +$1.4M | 227.3% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 152,000 | +6,900 | $24.6M | +$1.4M | 4.8% |
| Investment Management Corp of Ontario | 17,946 | +7,783 | $2.9M | +$1.3M | 76.6% |
| ALLSTATE CORP | 15,883 | +7,694 | $2.6M | +$1.3M | 94.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 38,213 | +7,215 | $6.2M | +$1.2M | 23.3% |
| ABN AMRO INVESTMENT SOLUTIONS | 10,430 | +6,973 | $1.7M | +$1.1M | 201.7% |
| OneDigital Investment Advisors LLC | 8,189 | +6,832 | $1.3M | +$1.1M | 503.5% |
| PORTLAND INVESTMENT COUNSEL INC. | 95,724 | +5,100 | $15.6M | +$1.1M | 5.6% |
| Pallas Capital Advisors LLC | 36,147 | +6,370 | $5.8M | +$1.1M | 21.4% |
| EQUITABLE TRUST CO | 37,072 | +6,339 | $6.0M | +$1.1M | 20.6% |
| Concurrent Investment Advisors, LLC | 14,818 | +6,537 | $2.4M | +$1.1M | 78.9% |
| Granite Bay Wealth Management, LLC | 31,027 | +5,795 | $5.0M | +$980.8K | 23.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,341 | +5,211 | $1.2M | +$846.0K | 244.6% |
| Oak Thistle LLC | 7,279 | +5,138 | $1.2M | +$834.2K | 240.0% |
| EntryPoint Capital, LLC | 7,517 | +5,129 | $1.2M | +$833.2K | 214.8% |
| Mariner, LLC | 17,347 | +4,772 | $2.8M | +$792.1K | 37.9% |
| Tidal Investments LLC | 6,493 | +4,752 | $1.0M | +$771.1K | 272.9% |
| FIL Ltd | 407,610 | +146 | $65.9M | +$732.6K | 0.0% |
| Metis Global Partners, LLC | 6,657 | +4,229 | $1.1M | +$687.8K | 174.2% |
| OPPENHEIMER & CO INC | 39,811 | +3,479 | $6.4M | +$625.5K | 9.6% |
| Sterling Capital Management LLC | 23,012 | +3,264 | $3.7M | +$561.9K | 16.5% |
| Global Retirement Partners, LLC | 4,596 | +3,369 | $742.9K | +$546.8K | 274.6% |
| NISA INVESTMENT ADVISORS, LLC | 4,526 | +3,306 | $731.5K | +$536.5K | 271.0% |
| Wealthfront Advisers LLC | 23,092 | +3,103 | $3.7M | +$536.3K | 15.5% |
| Fiera Capital Corp | 12,904 | +2,827 | $2.1M | +$474.5K | 28.1% |
| Farringdon Capital, Ltd. | 6,897 | +2,582 | $1.1M | +$424.8K | 59.8% |
| Lansforsakringar Fondforvaltning AB (publ) | 68,362 | +1,690 | $11.0M | +$389.2K | 2.5% |
| NewEdge Wealth, LLC | 14,185 | +1,743 | $2.3M | +$386.0K | 14.0% |
| MML INVESTORS SERVICES, LLC | 32,182 | +1,972 | $5.2M | +$371.3K | 6.5% |
| Sequoia Financial Advisors, LLC | 6,171 | +2,233 | $997.4K | +$367.7K | 56.7% |
| GC Wealth Management RIA, LLC | 3,849 | +2,242 | $622.1K | +$365.2K | 139.5% |
| Jump Financial, LLC | 5,258 | +2,223 | $849.9K | +$364.6K | 73.2% |
| B. Metzler seel. Sohn & Co. AG | 6,645 | +2,045 | $1.1M | +$338.5K | 44.5% |
| Vanguard Personalized Indexing Management, LLC | 19,497 | +1,861 | $3.2M | +$331.2K | 10.6% |
| Vident Advisory, LLC | 74,810 | +1,166 | $12.1M | +$316.6K | 1.6% |
| Resona Asset Management Co.,Ltd. | 65,396 | +830 | $10.7M | +$302.1K | 1.3% |
| Capital Investment Counsel, LLC | 58,130 | +1,240 | $9.4M | +$299.4K | 2.2% |
| Cetera Investment Advisers | 67,821 | +1,116 | $11.0M | +$296.4K | 1.7% |
| GTS SECURITIES LLC | 3,655 | +1,777 | $590.8K | +$290.5K | 94.6% |
| Chicago Partners Investment Group LLC | 25,936 | +1,062 | $4.0M | +$288.9K | 4.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 3,679 | +1,764 | $594.6K | +$288.4K | 92.1% |
| CAPTRUST FINANCIAL ADVISORS | 8,111 | +1,692 | $1.3M | +$284.7K | 26.4% |
| STRS OHIO | 161,907 | +8 | $26.2M | +$283.0K | 0.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,656 | +1,627 | $591.0K | +$266.6K | 80.2% |
| Guinness Asset Management LTD | 6,342 | +1,390 | $1.1M | +$262.9K | 28.1% |
| Vestmark Advisory Solutions, Inc. | 4,760 | +1,524 | $769.3K | +$251.9K | 47.1% |
| Fjell Capital, LLC | 8,408 | +1,466 | $1.4M | +$249.2K | 21.1% |
| Zhang Financial LLC | 4,497 | +1,463 | $726.9K | +$241.8K | 48.2% |
| Jackson Wealth Management, LLC | 44,080 | +1,016 | $7.1M | +$240.0K | 2.4% |
| Capital International, Inc./CA/ | 51,179 | +940 | $8.3M | +$239.3K | 1.9% |
| Spire Wealth Management | 4,835 | +1,398 | $781.5K | +$232.0K | 40.7% |
| BOKF, NA | 1,824 | +1,412 | $294.8K | +$228.9K | 342.7% |
| Callan Family Office, LLC | 3,446 | +1,392 | $557.0K | +$228.6K | 67.8% |
| Vontobel Holding Ltd. | 5,737 | +1,206 | $927.3K | +$202.8K | 26.6% |
| Bayforest Capital Ltd | 2,702 | +1,234 | $436.7K | +$202.0K | 84.0% |
| KLP KAPITALFORVALTNING AS | 77,500 | +400 | $12.5M | +$198.8K | 0.5% |
| BRIDGES INVESTMENT MANAGEMENT INC | 4,409 | +1,192 | $712.6K | +$198.3K | 37.0% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4,747 | +1,154 | $767.3K | +$192.8K | 32.1% |
| BURLING WEALTH PARTNERS, LLC | 25,445 | +923 | $4.1M | +$191.9K | 3.8% |
| Meeder Advisory Services, Inc. | 3,274 | +1,116 | $529.2K | +$184.1K | 51.7% |
| Dai-ichi Life Insurance Company, Ltd | 8,527 | +1,026 | $1.4M | +$178.9K | 13.7% |
| HB Wealth Management, LLC | 8,030 | +948 | $1.3M | +$165.6K | 13.4% |
| Fifth Third Wealth Advisors LLC | 4,360 | +943 | $704.7K | +$158.4K | 27.6% |
| BROWN BROTHERS HARRIMAN & CO | 1,230 | +946 | $198.8K | +$153.4K | 333.1% |
| PINNACLE ASSOCIATES LTD | 3,326 | +893 | $537.6K | +$148.6K | 36.7% |
| Paragon Advisors, LLC | 14,587 | +766 | $2.4M | +$147.9K | 5.5% |
| Northwest & Ethical Investments L.P. | 5,370 | +910 | $876.5K | +$147.7K | 20.4% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 6,375 | +785 | $1.0M | +$136.6K | 14.0% |
| Everhart Financial Group, Inc. | 6,961 | +770 | $1.1M | +$135.2K | 12.4% |
| Arax Advisory Partners | 1,000 | +816 | $161.6K | +$132.1K | 443.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 5,481 | +758 | $885.9K | +$130.8K | 16.0% |
| Kestra Advisory Services, LLC | 9,264 | +705 | $1.5M | +$128.7K | 8.2% |
| Chesley Taft & Associates LLC | 11,937 | +666 | $1.9M | +$127.3K | 5.9% |
| Clearstead Advisors, LLC | 3,418 | +705 | $552.5K | +$118.7K | 26.0% |
| FORSTA AP-FONDEN | 48,800 | +200 | $7.9M | +$116.9K | 0.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 27,380 | +363 | $4.4M | +$105.7K | 1.3% |
| Wealthspire Advisors, LLC | 2,909 | +566 | $470.1K | +$95.5K | 24.1% |
| IAMS WEALTH MANAGEMENT, LLC | 2,074 | +569 | $335.4K | +$94.7K | 37.8% |
| Diversified Trust Co | 21,751 | +343 | $3.5M | +$92.7K | 1.6% |
| Farther Finance Advisors, LLC | 6,306 | +494 | $1.0M | +$89.8K | 8.5% |
| Atlantic Union Bankshares Corp | 1,421 | +544 | $229.7K | +$89.5K | 62.0% |
| Prospera Financial Services Inc | 10,380 | +417 | $1.7M | +$84.5K | 4.2% |
| OSSIAM | 1,822 | +500 | $294.5K | +$83.1K | 37.8% |
| JONES FINANCIAL COMPANIES LLLP | 13,155 | +601 | $2.1M | +$79.3K | 4.8% |
| Manchester Capital Management LLC | 616 | +481 | $99.6K | +$78.0K | 356.3% |
| USS Investment Management Ltd | 21,276 | +241 | $3.4M | +$76.4K | 1.1% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 8,915 | +361 | $1.4M | +$73.2K | 4.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,581 | +383 | $740.4K | +$69.2K | 9.1% |
| QRG CAPITAL MANAGEMENT, INC. | 3,124 | +392 | $505.0K | +$68.1K | 14.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17,508 | +227 | $2.8M | +$66.8K | 1.3% |
| Balefire, LLC | 2,735 | +372 | $442.1K | +$64.2K | 15.7% |
| CITIZENS FINANCIAL GROUP INC/RI | 7,339 | +313 | $1.2M | +$62.9K | 4.5% |
| ADVISORY RESEARCH INC | 17,110 | +207 | $2.8M | +$62.9K | 1.2% |
| VICTORY FINANCIAL GROUP, LLC | 1,879 | +356 | $303.7K | +$60.2K | 23.4% |
| WEALTH ALLIANCE, LLC | 4,804 | +324 | $776.4K | +$60.2K | 7.2% |
| Nemes Rush Group LLC | 2,126 | +348 | $343.6K | +$59.3K | 19.6% |
| Avestar Capital, LLC | 6,207 | +296 | $1.0M | +$58.2K | 5.0% |
| Cerity Partners LLC | 25,946 | +71 | $4.2M | +$56.4K | 0.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 514 | +324 | $83.1K | +$52.7K | 170.5% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 21,160 | +81 | $3.4M | +$49.8K | 0.4% |
| Hilltop Holdings Inc. | 6,750 | +230 | $1.1M | +$48.5K | 3.5% |
| Cynosure Group, LLC | 3,044 | +264 | $492.0K | +$47.5K | 9.5% |
| Quarry LP | 430 | +280 | $69.5K | +$45.5K | 186.7% |
| FIRST MANHATTAN CO. LLC. | 17,634 | +89 | $2.9M | +$44.9K | 0.5% |
| Atria Investments, Inc | 18,854 | +67 | $3.0M | +$43.5K | 0.3% |
| HARBOUR INVESTMENTS, INC. | 682 | +254 | $110.2K | +$41.7K | 59.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1,663 | +239 | $268.8K | +$41.0K | 16.8% |
| Gilbert & Cook, Inc. | 2,769 | +217 | $447.6K | +$39.5K | 8.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,464 | +229 | $236.6K | +$39.2K | 18.5% |
| CERTIOR FINANCIAL GROUP, LLC | 2,949 | +187 | $476.7K | +$35.1K | 6.8% |
| Crossmark Global Holdings, Inc. | 1,725 | +191 | $278.8K | +$33.5K | 12.4% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 8,992 | +792 | $1.5M | +$33.1K | 9.7% |
| SAGE ADVISORS, LLC | 3,360 | +165 | $543.1K | +$32.3K | 5.2% |
| QUADRANT CAPITAL GROUP LLC | 2,427 | +172 | $392.3K | +$31.7K | 7.6% |
| HUNTINGTON NATIONAL BANK | 1,139 | +179 | $184.1K | +$30.6K | 18.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 5,148 | +132 | $832.1K | +$30.1K | 2.6% |
| OSTRUM ASSET MANAGEMENT | 4,500 | +139 | $727.3K | +$30.1K | 3.2% |
| Nilsine Partners, LLC | 1,619 | +153 | $261.7K | +$27.3K | 10.4% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 3,013 | +133 | $487.0K | +$26.5K | 4.6% |
| AMERICAN NATIONAL BANK & TRUST | 716 | +156 | $115.7K | +$26.2K | 27.9% |
| Fiduciary Trust Co | 2,262 | +112 | $365.6K | +$21.9K | 5.2% |
| INSIGNEO ADVISORY SERVICES, LLC | 1,592 | +112 | $257.3K | +$20.7K | 7.6% |
| PFG Investments, LLC | 1,440 | +111 | $232.8K | +$20.3K | 8.3% |
| Marks Group Wealth Management, Inc | 1,522 | +103 | $246.0K | +$19.1K | 7.3% |
| SG Americas Securities, LLC | 126,406 | +117,692 | $20.4K | +$19.0K | 1350.6% |
| U.S. Capital Wealth Advisors, LLC | 2,666 | +83 | $430.9K | +$17.9K | 3.2% |
| Root Financial Partners, LLC | 642 | +97 | $103.8K | +$16.6K | 17.8% |
| Vise Technologies, Inc. | 6,023 | +25 | $973.5K | +$14.5K | 0.4% |
| Strategic Blueprint, LLC | 4,283 | +43 | $692.2K | +$14.3K | 1.0% |
| Frank, Rimerman Advisors LLC | 4,526 | +39 | $731.5K | +$14.1K | 0.9% |
| Summit Financial, LLC | 2,516 | +60 | $406.7K | +$13.9K | 2.4% |
| B. Riley Wealth Advisors, Inc. | 1,546 | +63 | $249.9K | +$12.8K | 4.2% |
| Dorsey & Whitney Trust CO LLC | 3,836 | +38 | $620.0K | +$12.8K | 1.0% |
| Relyea Zuckerberg Hanson LLC | 5,779 | +15 | $934.0K | +$12.3K | 0.3% |
| Joel Isaacson & Co., LLC | 4,480 | +26 | $724.1K | +$11.9K | 0.6% |
| Quent Capital, LLC | 790 | +65 | $127.7K | +$11.8K | 9.0% |
| Physician Wealth Advisors, Inc. | 85 | +69 | $13.7K | +$11.2K | 431.3% |
| GAMMA Investing LLC | 735 | +59 | $118.8K | +$10.7K | 8.7% |
| ATTICUS WEALTH MANAGEMENT, LLC | 4,489 | +15 | $725.5K | +$10.2K | 0.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,183 | +50 | $191.2K | +$10.1K | 4.4% |
| Bell Investment Advisors, Inc | 106 | +61 | $17.1K | +$9.9K | 135.6% |
| S&T Bank/PA | 99 | +61 | $16.0K | +$9.9K | 160.5% |
| Larson Financial Group LLC | 2,530 | +33 | $408.9K | +$9.7K | 1.3% |
| Snowden Capital Advisors LLC | 2,128 | +37 | $343.9K | +$9.6K | 1.8% |
| Smartleaf Asset Management LLC | 1,710 | +58 | $279.1K | +$9.2K | 3.5% |
| Bryn Mawr Trust Advisors, LLC | 3,517 | +15 | $568.5K | +$8.5K | 0.4% |
| PERSONAL CFO SOLUTIONS, LLC | 3,798 | +9 | $613.9K | +$8.1K | 0.2% |
| Compound Planning, Inc. | 1,782 | +28 | $288.0K | +$7.6K | 1.6% |
| YARGER WEALTH STRATEGIES, LLC | 1,368 | +32 | $221.1K | +$7.5K | 2.4% |
| Klingman & Associates, LLC | 2,614 | +18 | $422.5K | +$7.4K | 0.7% |
| HighPoint Advisor Group LLC | 2,085 | +23 | $337.0K | +$7.3K | 1.1% |
| SouthState Corp | 86 | +44 | $13.9K | +$7.2K | 104.8% |
| Thrivent Financial for Lutherans | 177,552 | +36,364 | $28.7K | +$6.1K | 25.8% |
| Occidental Asset Management, LLC | 1,481 | +22 | $239.4K | +$6.1K | 1.5% |
| Icon Wealth Advisors, LLC | 1,419 | +42 | $226.2K | +$6.0K | 3.0% |
| SIGNATUREFD, LLC | 3,030 | +1 | $489.8K | +$5.5K | 0.0% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2,068 | +11 | $334.3K | +$5.4K | 0.5% |
| CANADA LIFE ASSURANCE Co | 119,621 | +32,864 | $19.3K | +$5.2K | 37.9% |
| World Investment Advisors | 3,472 | +33 | $544.7K | -$5.2K | 0.9% |
| Aspen Grove Capital, LLC | 1,812 | +11 | $292.9K | +$4.9K | 0.6% |
| AMALGAMATED BANK | 43,993 | +28,570 | $7.1K | +$4.6K | 185.2% |
| NBC SECURITIES, INC. | 1,158 | +16 | $187.2K | +$4.6K | 1.4% |
| Versant Capital Management, Inc | 748 | +20 | $120.9K | +$4.5K | 2.7% |
| MassMutual Private Wealth & Trust, FSB | 1,529 | +11 | $247.1K | +$4.4K | 0.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 65,741 | +25,619 | $10.6K | +$4.2K | 63.9% |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,409 | +9 | $227.7K | +$3.9K | 0.6% |
| North Star Investment Management Corp. | 27 | +24 | $4.4K | +$3.9K | 800.0% |
| Cullen/Frost Bankers, Inc. | 180 | +20 | $29.1K | +$3.5K | 12.5% |
| Hartford Financial Management Inc. | 242 | +19 | $39.1K | +$3.5K | 8.5% |
| Rossby Financial, LCC | 42 | +20 | $6.8K | +$3.4K | 90.9% |
| MAI Capital Management | 1,596 | +4 | $257.9K | +$3.3K | 0.3% |
| ELEVATION WEALTH PARTNERS, LLC | 982 | +9 | $158.7K | +$3.0K | 0.9% |
| Daiwa Securities Group Inc. | 34,182 | +15,804 | $5.5K | +$2.6K | 86.0% |
| UMB Bank, n.a. | 36 | +15 | $5.8K | +$2.5K | 71.4% |
| Westside Investment Management, Inc. | 112 | +12 | $18.1K | +$2.1K | 12.0% |
| RATIONAL ADVISORS, INC. | 110 | +11 | $17.8K | +$1.9K | 11.1% |
| High Note Wealth, LLC | 14 | +12 | $2.3K | +$1.9K | 600.0% |
| NATIXIS ADVISORS, LLC | 44,413 | +10,395 | $7.2K | +$1.7K | 30.6% |
| Handelsbanken Fonder AB | 22,228 | +10,416 | $3.6K | +$1.7K | 88.2% |
| Transamerica Financial Advisors, LLC | 13 | +10 | $2.1K | +$1.6K | 333.3% |
| VAN ECK ASSOCIATES CORP | 69,108 | +8,664 | $11.2K | +$1.5K | 14.3% |
| Turning Point Benefit Group, Inc. | 13 | +9 | $2.1K | +$1.5K | 225.0% |
| AdvisorNet Financial, Inc | 111 | +8 | $17.9K | +$1.5K | 7.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 44,074 | +7,739 | $7.1K | +$1.3K | 21.3% |
| ORG Partners LLC | 44 | +7 | $7.1K | +$1.2K | 18.9% |
| EASTERN BANK | 253 | +3 | $40.9K | +$919 | 1.2% |
| SJS Investment Consulting Inc. | 42 | +4 | $6.8K | +$712 | 10.5% |
| Bay Harbor Wealth Management, LLC | 14 | +4 | $2.3K | +$664 | 40.0% |
| Arete Wealth Advisors, LLC | 6,007 | +3,972 | $976 | +$651 | 195.2% |
| Activest Wealth Management | 42 | +2 | $6.8K | +$392 | 5.0% |
| Dogwood Wealth Management LLC | 22 | +2 | $3.6K | +$358 | 10.0% |
| American Capital Advisory, LLC | 5 | +2 | $809 | +$329 | 66.7% |
| Quaker Wealth Management, LLC | 3 | +2 | $485 | +$325 | 200.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 40 | +2 | $6.5K | +$292 | 5.3% |
| BESSEMER GROUP INC | 4,788 | +1,135 | $774 | +$190 | 31.1% |
| BELLEVUE ASSET MANAGEMENT, LLC | 14 | +1 | $2.3K | +$184 | 7.7% |
| CWM, LLC | 5,630 | +654 | $910 | +$114 | 13.1% |
| Covestor Ltd | 903 | +482 | $146 | +$79 | 114.5% |
| GW&K Investment Management, LLC | 568 | +152 | $92 | +$25 | 36.5% |
| WEDBUSH SECURITIES INC | 2,030 | +81 | $328 | +$16 | 4.2% |
| Penserra Capital Management LLC | 18 | +6 | $2 | +$1 | 50.0% |