13F QoQ Ownership Changes
AWX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 121 new · 218 added · 409 reduced · 99 exited
New Positions(121)
Added To(218)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,801,071 | +1,789,195 | $326.6M | +$324.3M | 15065.6% |
| VANGUARD GROUP INC | 22,760,872 | +21,171 | $4.13B | -$265.9M | 0.1% |
| Holocene Advisors, LP | 891,476 | +867,189 | $161.6M | +$156.9M | 3570.6% |
| NORGES BANK | 7,691,993 | +894,014 | $1.39B | -$136.6M | 13.2% |
| JPMORGAN CHASE & CO | 5,159,950 | +944,129 | $935.6M | +$121.2M | 22.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 348,068 | +329,413 | $63.1M | +$59.5M | 1765.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,576,458 | +404,734 | $285.8M | +$59.5M | 34.5% |
| TWO SIGMA INVESTMENTS, LP | 200,561 | +194,761 | $36.4M | +$35.2M | 3357.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,322,684 | +54,275 | $602.4M | -$28.9M | 1.7% |
| GOLDMAN SACHS GROUP INC | 1,509,731 | +241,310 | $273.7M | +$28.7M | 19.0% |
| FMR LLC | 880,129 | +196,404 | $159.6M | +$27.5M | 28.7% |
| Invesco Ltd. | 2,615,640 | +29,834 | $474.2M | -$25.3M | 1.1% |
| Legal & General Group Plc | 2,132,907 | +5,936 | $386.7M | -$24.1M | 0.3% |
| PRINCIPAL FINANCIAL GROUP INC | 4,497,047 | +383,983 | $815.4M | +$20.8M | 9.3% |
| CITIGROUP INC | 307,099 | +118,909 | $55.7M | +$19.3M | 63.2% |
| DIMENSIONAL FUND ADVISORS LP | 2,108,417 | +33,046 | $382.3M | -$18.6M | 1.6% |
| MORGAN STANLEY | 1,978,148 | +34,408 | $358.7M | -$16.8M | 1.8% |
| AMERIPRISE FINANCIAL INC | 1,684,921 | +21,258 | $305.5M | -$15.9M | 1.3% |
| Pacific Heights Asset Management LLC | 150,000 | +65,000 | $27.2M | +$10.8M | 76.5% |
| State of Tennessee, Department of Treasury | 398,173 | +85,189 | $70.7M | +$10.3M | 27.2% |
| IFM Investors Pty Ltd | 52,202 | +16 | $9.5K | -$10.2M | 0.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 321,555 | +67,457 | $58.8M | +$9.8M | 26.5% |
| Utah Retirement Systems | 292,621 | +66,011 | $53.1M | +$9.3M | 29.1% |
| Amundi | 510,512 | +63,432 | $92.6M | +$8.7M | 14.2% |
| FIRST TRUST ADVISORS LP | 280,536 | +57,462 | $50.9M | +$7.8M | 25.8% |
| UniSuper Management Pty Ltd | 122,065 | +43,187 | $22.1M | +$6.9M | 54.8% |
| Balyasny Asset Management L.P. | 125,749 | +42,836 | $22.8M | +$6.8M | 51.7% |
| DEUTSCHE BANK AG\ | 600,767 | +2,208 | $108.9M | -$6.7M | 0.4% |
| National Pension Service | 274,838 | +46,683 | $49.8M | +$5.8M | 20.5% |
| ALLSTATE CORP | 38,780 | +30,628 | $7.0M | +$5.5M | 375.7% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 29,971 | +100 | $5.4M | +$5.4M | 0.3% |
| First Financial Bankshares Inc | 78,535 | +32,710 | $14.2M | +$5.4M | 71.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,151,217 | +228,244 | $750.0M | -$4.9M | 5.8% |
| BNP PARIBAS FINANCIAL MARKETS | 302,875 | +39,910 | $55.5M | +$4.7M | 15.2% |
| D. E. Shaw & Co., Inc. | 186,420 | +35,546 | $33.8M | +$4.7M | 23.6% |
| Cresset Asset Management, LLC | 27,590 | +24,560 | $5.1M | +$4.5M | 810.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 25,375 | +23,595 | $4.6M | +$4.3M | 1325.6% |
| Quantinno Capital Management LP | 57,713 | +25,513 | $10.5M | +$4.2M | 79.2% |
| Creative Planning | 44,211 | +22,924 | $8.0M | +$3.9M | 107.7% |
| UBS Group AG | 760,259 | +27,445 | $137.8M | -$3.7M | 3.7% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 940,065 | +40,216 | $170.4M | -$3.4M | 4.5% |
| Rakuten Investment Management, Inc. | 18,645 | +16,570 | $3.4M | +$3.4M | 798.5% |
| FIL Ltd | 160,791 | +26,825 | $29.2M | +$3.3M | 20.0% |
| Vontobel Holding Ltd. | 19,173 | +17,685 | $3.5M | +$3.2M | 1188.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 20,021 | +17,462 | $3.6M | +$3.1M | 682.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 237,768 | +2,979 | $43.1M | -$2.2M | 1.3% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 150,160 | +20,400 | $27.2M | +$2.2M | 15.7% |
| Metis Global Partners, LLC | 59,269 | +14,509 | $10.7M | +$2.1M | 32.4% |
| Corient Private Wealth LLC | 675,070 | +622,370 | $8.2M | -$2.0M | 1181.0% |
| Varma Mutual Pension Insurance Co | 77,161 | +15,000 | $14.0M | +$2.0M | 24.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 258,889 | +5,676 | $46.9M | -$2.0M | 2.2% |
| Gotham Asset Management, LLC | 167,687 | +20,187 | $30.4M | +$1.9M | 13.7% |
| Polymer Capital Management (US) LLC | 13,526 | +9,993 | $2.5M | +$1.8M | 282.8% |
| CIBC Asset Management Inc | 72,073 | +13,553 | $13.1M | +$1.8M | 23.1% |
| Prestige Wealth Management Group LLC | 10,172 | +8,061 | $2.2M | +$1.8M | 381.9% |
| S-Bank Fund Management Ltd | 16,165 | +9,957 | $2.9M | +$1.7M | 160.4% |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 332,878 | +12,037 | $60.4M | -$1.6M | 3.8% |
| Squarepoint Ops LLC | 49,837 | +10,839 | $9.0M | +$1.5M | 27.8% |
| Mitsubishi UFJ Trust & Banking Corp | 70,749 | +11,952 | $12.8M | +$1.5M | 20.3% |
| Davis Selected Advisers | 78,840 | +12,260 | $14.3M | +$1.4M | 18.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 408,956 | +19,789 | $73.8M | -$1.4M | 5.1% |
| Presima Securities ULC | 15,341 | +7,641 | $2.8M | +$1.3M | 99.2% |
| NATIONAL BANK OF CANADA /FI/ | 47,147 | +9,169 | $8.5M | +$1.2M | 24.1% |
| FORSTA AP-FONDEN | 90,300 | +11,700 | $16.4M | +$1.2M | 14.9% |
| NEOS Investment Management LLC | 35,158 | +8,304 | $6.4M | +$1.2M | 30.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | 117,931 | +1,500 | $21.4M | -$1.1M | 1.3% |
| Uniplan Investment Counsel, Inc. | 74,528 | +10,079 | $13.5M | +$1.1M | 15.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 444,222 | +17,352 | $80.4M | -$1.1M | 4.1% |
| DANSKE BANK A/S | 129,245 | +12,777 | $23.4M | +$935.3K | 11.0% |
| BANK OF MONTREAL /CAN/ | 156,531 | +5,148 | $28.4M | -$862.0K | 3.4% |
| Tidal Investments LLC | 63,624 | +8,314 | $11.5M | +$851.4K | 15.0% |
| NewEdge Advisors, LLC | 5,069 | +4,415 | $919.0K | +$792.7K | 675.1% |
| Pacer Advisors, Inc. | 16,167 | +4,820 | $2.9M | +$739.3K | 42.5% |
| MACKENZIE FINANCIAL CORP | 32,079 | +5,216 | $5.9M | +$733.8K | 19.4% |
| Pictet Asset Management Holding SA | 72,169 | +1,134 | $13.1M | -$636.9K | 1.6% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 25,222 | +4,761 | $4.6M | +$620.5K | 23.3% |
| Mirae Asset Global Investments Co., Ltd. | 29,203 | +4,898 | $5.3M | +$599.8K | 20.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 35,969 | +5,276 | $6.5M | +$592.6K | 17.2% |
| ADVOCATE GROUP LLC | 26,625 | +4,409 | $4.8M | +$536.0K | 19.8% |
| MUFG Securities EMEA plc | 5,798 | +3,076 | $1.1M | +$525.4K | 113.0% |
| KLP KAPITALFORVALTNING AS | 49,179 | +400 | $9.0M | -$505.4K | 0.8% |
| Investment Management Corp of Ontario | 9,638 | +3,025 | $1.7M | +$470.0K | 45.7% |
| INTACT INVESTMENT MANAGEMENT INC. | 17,300 | +3,200 | $3.1M | +$413.0K | 22.7% |
| Callan Family Office, LLC | 3,526 | +2,229 | $639.4K | +$388.8K | 171.8% |
| CARRONADE CAPITAL MANAGEMENT, LP | 52,328 | +1,281 | $9.5M | -$373.0K | 2.5% |
| Beverly Hills Private Wealth, LLC | 3,346 | +2,136 | $606.7K | +$372.9K | 176.5% |
| Lansforsakringar Fondforvaltning AB (publ) | 49,033 | +4,928 | $8.9M | +$370.4K | 11.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 39,729 | +645 | $7.2M | -$346.6K | 1.6% |
| Vestmark Advisory Solutions, Inc. | 8,922 | +2,270 | $1.6M | +$332.7K | 34.1% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 87,350 | +3,708 | $15.8M | -$319.7K | 4.4% |
| Perpetual Ltd | 12,089 | +2,280 | $2.2M | +$297.1K | 23.2% |
| Moors & Cabot, Inc. | 8,613 | +2,065 | $1.6M | +$296.8K | 31.5% |
| Candriam S.C.A. | 16,073 | +2,505 | $2.9M | +$293.4K | 18.5% |
| Global Retirement Partners, LLC | 2,083 | +1,519 | $377.7K | +$268.7K | 269.3% |
| AVIVA PLC | 118,974 | +5,916 | $21.6M | -$268.2K | 5.2% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 10,182 | +2,208 | $1.8M | +$223.4K | 27.7% |
| Glen Eagle Advisors, LLC | 5,623 | +1,476 | $1.0M | +$218.3K | 35.6% |
| Czech National Bank | 37,292 | +1,173 | $6.8M | -$215.7K | 3.2% |
| AQR CAPITAL MANAGEMENT LLC | 33,224 | +2,643 | $6.0M | +$200.3K | 8.6% |
| &PARTNERS | 63,380 | +2,638 | $11.5M | -$197.8K | 4.3% |
| US BANCORP \DE\ | 20,146 | +228 | $3.7M | -$194.9K | 1.1% |
| DEAN INVESTMENT ASSOCIATES, LLC | 21,366 | +396 | $3.9M | -$176.9K | 1.9% |
| FRANKLIN RESOURCES INC | 106,556 | +7,940 | $19.3M | +$171.7K | 8.1% |
| Malaga Cove Capital, LLC | 15,871 | +1,837 | $2.9M | +$166.6K | 13.1% |
| Illinois Municipal Retirement Fund | 40,691 | +1,764 | $7.4M | -$141.8K | 4.5% |
| Federation des caisses Desjardins du Quebec | 16,312 | +1,727 | $3.0M | +$140.1K | 11.8% |
| XPONANCE, INC. | 30,675 | +1,158 | $5.6M | -$140.1K | 3.9% |
| Korea Investment CORP | 95,139 | +6,550 | $17.2M | +$136.9K | 7.4% |
| Crossmark Global Holdings, Inc. | 4,990 | +984 | $904.7K | +$130.9K | 24.6% |
| ASSETMARK, INC | 33,480 | +2,648 | $6.1M | +$114.4K | 8.6% |
| Norinchukin Bank, The | 15,811 | +385 | $2.9M | -$113.1K | 2.5% |
| ProShare Advisors LLC | 38,570 | +1,787 | $7.0M | -$112.2K | 4.8% |
| SCS Capital Management LLC | 14,250 | +299 | $2.6M | -$111.2K | 2.1% |
| Vert Asset Management LLC | 69,583 | +4,817 | $12.6M | +$105.2K | 7.4% |
| MAI Capital Management | 30,764 | +2,398 | $5.6M | +$98.4K | 8.4% |
| Vanguard Personalized Indexing Management, LLC | 15,363 | +1,426 | $2.8M | +$93.1K | 10.2% |
| AZZAD ASSET MANAGEMENT INC /ADV | 18,701 | +677 | $3.4M | -$91.1K | 3.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,025 | +667 | $729.8K | +$81.0K | 19.9% |
| USS Investment Management Ltd | 34,235 | +2,519 | $6.2M | +$74.7K | 7.9% |
| Ethic Inc. | 11,763 | +337 | $2.1M | -$74.5K | 2.9% |
| Dean Capital Management | 11,083 | +347 | $2.0M | -$64.4K | 3.2% |
| Sequoia Financial Advisors, LLC | 6,891 | +756 | $1.2M | +$64.2K | 12.3% |
| AlphaCore Capital LLC | 2,808 | +518 | $509.0K | +$62.5K | 22.6% |
| JONES FINANCIAL COMPANIES LLLP | 997 | +382 | $180.8K | +$61.0K | 62.1% |
| PROFUND ADVISORS LLC | 2,434 | +454 | $441.3K | +$58.8K | 22.9% |
| SYON CAPITAL LLC | 1,705 | +383 | $309.2K | +$53.8K | 29.0% |
| Clearstead Advisors, LLC | 394 | +279 | $71.4K | +$49.2K | 242.6% |
| DoubleLine ETF Adviser LP | 9,201 | +322 | $1.7M | -$46.9K | 3.6% |
| Tredje AP-fonden | 12,823 | +1,029 | $2.3M | +$46.7K | 8.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 296,565 | +247,036 | $53.8K | +$44.2K | 498.8% |
| BROWN BROTHERS HARRIMAN & CO | 975 | +286 | $176.8K | +$43.7K | 41.5% |
| WOLVERINE ASSET MANAGEMENT LLC | 1,588 | +323 | $287.9K | +$43.6K | 25.5% |
| PGGM Investments | 781,956 | +272,682 | $141.8K | +$43.4K | 53.5% |
| HB Wealth Management, LLC | 2,144 | +326 | $388.8K | +$37.6K | 17.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,207 | +64 | $762.8K | -$37.5K | 1.5% |
| Steward Partners Investment Advisory, LLC | 8,222 | +323 | $1.5M | -$35.1K | 4.1% |
| GUIDANCE CAPITAL, INC | 4,117 | +124 | $723.7K | -$32.8K | 3.1% |
| Dynamic Wealth Strategies, LLC | 1,205 | +223 | $218.5K | +$28.8K | 22.7% |
| Savvy Advisors, Inc. | 7,858 | +626 | $1.4M | +$27.8K | 8.7% |
| PACIFIC SUN FINANCIAL CORP | 3,081 | +30 | $563.6K | -$25.8K | 1.0% |
| DNB Asset Management AS | 31,502 | +2,059 | $5.7M | +$24.1K | 7.0% |
| Marble Harbor Investment Counsel, LLC | 1,620 | +220 | $293.7K | +$23.3K | 15.7% |
| Palogic Value Management, L.P. | 4,386 | +388 | $795.2K | +$22.9K | 9.7% |
| Texas Yale Capital Corp. | 16,603 | +901 | $3.0M | -$22.9K | 5.7% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 160 | +120 | $29.0K | +$21.3K | 300.0% |
| Campbell & CO Investment Adviser LLC | 2,718 | +258 | $492.8K | +$17.6K | 10.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,458 | +62 | $445.7K | -$17.2K | 2.6% |
| WEST PACES ADVISORS INC. | 2,078 | +39 | $376.8K | -$17.1K | 1.9% |
| Hazelview Securities Inc. | 2,080 | +220 | $375.4K | +$16.1K | 11.8% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 1,415 | +6 | $256.6K | -$15.7K | 0.4% |
| Cambria Investment Management, L.P. | 2,894 | +391 | $524.7K | +$15.3K | 15.6% |
| PATTON FUND MANAGEMENT, INC. | 1,219 | +150 | $221.0K | +$14.5K | 14.0% |
| PUREfi Wealth, LLC | 2,016 | +51 | $365.5K | -$14.1K | 2.6% |
| Summit Trail Advisors, LLC | 6,613 | +447 | $1.2M | +$13.8K | 7.2% |
| Taylor Frigon Capital Management LLC | 9,117 | +490 | $1.7M | -$13.5K | 5.7% |
| SG Americas Securities, LLC | 81,219 | +74,326 | $14.7K | +$13.4K | 1078.3% |
| MJT & Associates Financial Advisory Group, Inc. | 126 | +71 | $22.8K | +$12.2K | 129.1% |
| Quent Capital, LLC | 133 | +69 | $24.1K | +$11.8K | 107.8% |
| TD Waterhouse Canada Inc. | 776 | +101 | $140.6K | +$11.4K | 15.0% |
| WHITTIER TRUST CO | 2,766 | +41 | $508.2K | -$11.4K | 1.5% |
| TD PRIVATE CLIENT WEALTH LLC | 3,845 | +179 | $697.1K | -$11.0K | 4.9% |
| Everhart Financial Group, Inc. | 1,497 | +40 | $271.4K | -$10.0K | 2.7% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 2,383 | +198 | $432.1K | +$10.0K | 9.1% |
| True North Advisors, LLC | 1,384 | +34 | $250.9K | -$9.8K | 2.5% |
| Westerkirk Capital Inc. | 4,100 | +300 | $743.4K | +$9.3K | 7.9% |
| Salomon & Ludwin, LLC | 128 | +53 | $23.1K | +$8.8K | 70.7% |
| Kensington Investment Counsel, LLC | 14,330 | +836 | $2.6M | -$8.5K | 6.2% |
| DAVENPORT & Co LLC | 1,159 | +27 | $210.2K | -$8.4K | 2.4% |
| Moran Wealth Management, LLC | 7,629 | +508 | $1.4M | +$7.6K | 7.1% |
| CoreCap Advisors, LLC | 72 | +37 | $13.1K | +$6.3K | 105.7% |
| HARBOUR INVESTMENTS, INC. | 320 | +51 | $58.0K | +$6.1K | 18.9% |
| Physician Wealth Advisors, Inc. | 73 | +35 | $13.2K | +$5.9K | 92.1% |
| RENAISSANCE GROUP LLC | 1,164 | +42 | $211.0K | -$5.7K | 3.7% |
| Deseret Mutual Benefit Administrators | 174 | +37 | $31.5K | +$5.1K | 27.0% |
| Harbour Capital Advisors, LLC | 1,120 | +15 | $202.1K | -$5.1K | 1.4% |
| Farther Finance Advisors, LLC | 1,555 | +121 | $281.9K | +$4.8K | 8.4% |
| MOTCO | 954 | +37 | $173.0K | -$4.2K | 4.0% |
| Arkadios Wealth Advisors | 3,256 | +180 | $590.2K | -$4.1K | 5.8% |
| Bogart Wealth, LLC | 58 | +24 | $10.5K | +$4.0K | 70.6% |
| CAPTRUST FINANCIAL ADVISORS | 5,973 | +347 | $1.1M | -$3.9K | 6.2% |
| ROTHSCHILD INVESTMENT LLC | 130 | +25 | $23.6K | +$3.3K | 23.8% |
| Dogwood Wealth Management LLC | 26 | +16 | $4.7K | +$2.8K | 160.0% |
| High Note Wealth, LLC | 28 | +16 | $5.1K | +$2.8K | 133.3% |
| Sunbelt Securities, Inc. | 346 | +9 | $62.7K | -$2.3K | 2.7% |
| Root Financial Partners, LLC | 33 | +13 | $6.0K | +$2.1K | 65.0% |
| Lido Advisors, LLC | 2,522 | +27 | $488.3K | +$2.0K | 1.1% |
| Tower Research Capital LLC (TRC) | 4,536 | +269 | $822.4K | -$1.8K | 6.3% |
| Cullen/Frost Bankers, Inc. | 116 | +15 | $21.1K | +$1.6K | 14.8% |
| NATIXIS ADVISORS, LLC | 140,527 | +675 | $25.5K | -$1.5K | 0.5% |
| Activest Wealth Management | 28 | +9 | $5.1K | +$1.4K | 47.4% |
| Cetera Trust Company, N.A | 1,335 | +75 | $242.0K | -$1.3K | 6.0% |
| PRIVATE TRUST CO NA | 161 | +4 | $29.2K | -$1.1K | 2.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 144 | +3 | $26.1K | -$1.1K | 2.1% |
| FINANCIAL CONSULATE, INC | 11 | +6 | $2.0K | +$1.0K | 120.0% |
| CVA Family Office, LLC | 106 | +2 | $19.2K | -$871 | 1.9% |
| Dunhill Financial, LLC | 15 | +5 | $2.7K | +$707 | 50.0% |
| Turning Point Benefit Group, Inc. | 6 | +4 | $1.1K | +$705 | 200.0% |
| Transamerica Financial Advisors, LLC | 29 | +4 | $5.3K | +$602 | 16.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 97 | +3 | $17.6K | -$571 | 3.2% |
| Probity Advisors, Inc. | 2,376 | +143 | $430.8K | -$556 | 6.4% |
| TFC Financial Management, Inc. | 10 | +3 | $1.8K | +$461 | 42.9% |
| CYBER HORNET ETFs LLC | 409 | +27 | $74.2K | +$365 | 7.1% |
| Daiwa Securities Group Inc. | 77,931 | +2,925 | $14.1K | -$359 | 3.9% |
| AdvisorNet Financial, Inc | 48 | +1 | $8.7K | -$359 | 2.1% |
| NVWM, LLC | 6 | +2 | $1.1K | +$315 | 50.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | +2 | $1.6K | +$280 | 28.6% |
| GAMMA Investing LLC | 2,487 | +154 | $450.9K | +$252 | 6.6% |
| VAN ECK ASSOCIATES CORP | 81,066 | +3,813 | $14.7K | -$225 | 4.9% |
| Morningstar Investment Management LLC | 15,798 | +2,088 | $2.9K | +$216 | 15.2% |
| HORIZON FINANCIAL SERVICES, LLC | 49 | +4 | $8.9K | +$191 | 8.9% |
| TECTONIC ADVISORS LLC | 3,071 | +188 | $556.7K | -$140 | 6.5% |
| SouthState Corp | 6 | +1 | $1.1K | +$122 | 20.0% |
| Penserra Capital Management LLC | 3,668 | +436 | $663 | +$40 | 13.5% |
| Sound Income Strategies, LLC | 68 | +1 | $12.3K | -$32 | 1.5% |
| CX Institutional | 1,259 | +147 | $228 | +$13 | 13.2% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 74 | +41 | $13 | +$7 | 124.2% |
| GW&K Investment Management, LLC | 162 | +37 | $29 | +$5 | 29.6% |
| Avion Wealth | 47 | +5 | $8 | $0 | 11.9% |