13F QoQ Ownership Changes
AXON Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 166 new · 424 added · 539 reduced · 195 exited
New Positions(166)
Added To(424)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9,367,224 | +53,060 | $5.32B | -$1.36B | 0.6% |
| BlackRock, Inc. | 8,240,337 | +40,542 | $4.68B | -$1.20B | 0.5% |
| BAILLIE GIFFORD & CO | 1,642,578 | +1,516,099 | $932.9M | +$842.1M | 1198.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,539,738 | +1,179,038 | $874.5M | +$615.6M | 326.9% |
| STATE STREET CORP | 3,550,357 | +171,065 | $2.02B | -$408.8M | 5.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,226,159 | +35,544 | $1.27B | -$301.4M | 1.6% |
| NORGES BANK | 908,148 | +90,202 | $515.8M | +$188.9M | 11.0% |
| SANDS CAPITAL MANAGEMENT, LLC | 1,609,436 | +167,095 | $914.0M | -$121.0M | 11.6% |
| Bank of New York Mellon Corp | 715,622 | +12,315 | $406.4M | -$98.3M | 1.8% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 585,855 | +1,713 | $332.7M | -$86.5M | 0.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 564,844 | +18,000 | $320.8M | -$71.6M | 3.3% |
| Squarepoint Ops LLC | 167,403 | +126,309 | $95.1M | +$65.6M | 307.4% |
| Legal & General Group Plc | 426,533 | +5,419 | $242.2M | -$60.0M | 1.3% |
| RAYMOND JAMES FINANCIAL INC | 404,990 | +3,136 | $231.0M | -$57.4M | 0.8% |
| Amundi | 440,417 | +19,756 | $250.1M | -$53.4M | 4.7% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 831,177 | +102,025 | $472.1M | -$51.2M | 14.0% |
| D. E. Shaw & Co., Inc. | 204,770 | +110,870 | $116.3M | +$48.9M | 118.1% |
| CITADEL ADVISORS LLC | 645,557 | +197,877 | $366.6M | +$45.4M | 44.2% |
| BNP PARIBAS FINANCIAL MARKETS | 239,459 | +104,800 | $142.7M | +$45.2M | 77.8% |
| Atreides Management, LP | 105,469 | +69,008 | $59.9M | +$33.7M | 189.3% |
| Walleye Trading LLC | 111,409 | +70,009 | $63.3M | +$33.6M | 169.1% |
| Tidal Investments LLC | 184,374 | +83,269 | $104.7M | +$32.2M | 82.3% |
| AMERIPRISE FINANCIAL INC | 251,886 | +8,126 | $143.1M | -$31.8M | 3.3% |
| MARSHALL WACE, LLP | 53,759 | +49,077 | $30.5M | +$27.2M | 1048.2% |
| Allspring Global Investments Holdings, LLC | 120,178 | +59,343 | $67.7M | +$24.4M | 97.5% |
| MACKENZIE FINANCIAL CORP | 51,833 | +43,656 | $29.6M | +$23.7M | 533.9% |
| Assenagon Asset Management S.A. | 207,429 | +75,567 | $117.8M | +$23.2M | 57.3% |
| BAMCO INC /NY/ | 106,441 | +49,199 | $60.5M | +$19.4M | 85.9% |
| Hudson Way Capital Management LLC | 92,060 | +44,270 | $52.3M | +$18.0M | 92.6% |
| MILLENNIUM MANAGEMENT LLC | 73,072 | +39,482 | $41.5M | +$17.4M | 117.5% |
| NATIONAL BANK OF CANADA /FI/ | 76,145 | +37,712 | $43.2M | +$15.7M | 98.1% |
| Swedbank AB | 110,683 | +1,820 | $62.9M | -$15.3M | 1.7% |
| CITIGROUP INC | 147,790 | +51,065 | $83.9M | +$14.5M | 52.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 176,208 | +18,679 | $99.3M | -$13.8M | 11.8% |
| BLAIR WILLIAM & CO/IL | 101,737 | +2,829 | $57.8M | -$13.2M | 2.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 838,289 | +156,647 | $476.1M | -$13.1M | 23.0% |
| BIT Capital GmbH | 27,123 | +23,588 | $15.4M | +$12.9M | 667.3% |
| Winslow Capital Management, LLC | 547,802 | +91,944 | $314.3M | -$12.8M | 20.2% |
| NOMURA HOLDINGS INC | 36,487 | +25,058 | $20.7M | +$12.5M | 219.2% |
| Stephens Investment Management Group LLC | 83,224 | +739 | $47.3M | -$11.9M | 0.9% |
| Walleye Capital LLC | 46,937 | +26,372 | $26.7M | +$11.9M | 128.2% |
| PRINCIPAL FINANCIAL GROUP INC | 89,138 | +2,207 | $50.6M | -$11.8M | 2.5% |
| LBP AM SA | 25,097 | +21,528 | $14.3M | +$11.7M | 603.2% |
| Stony Point Capital LLC | 79,871 | +1,672 | $45.4M | -$10.8M | 2.1% |
| NZS Capital, LLC | 54,737 | +26,362 | $31.1M | +$10.7M | 92.9% |
| Mitsubishi UFJ Trust & Banking Corp | 58,381 | +26,730 | $33.2M | +$10.4M | 84.5% |
| GENEVA CAPITAL MANAGEMENT LLC | 81,522 | +2,520 | $46.3M | -$10.4M | 3.2% |
| Hood River Capital Management LLC | 74,733 | +1,472 | $42.4M | -$10.1M | 2.0% |
| EVENTIDE ASSET MANAGEMENT, LLC | 70,702 | +1,598 | $40.2M | -$9.4M | 2.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 74,430 | +2,780 | $42.3M | -$9.1M | 3.9% |
| AVIVA PLC | 81,444 | +4,245 | $46.3M | -$9.1M | 5.5% |
| Clearbridge Investments, LLC | 343,910 | +59,821 | $195.3M | -$8.6M | 21.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 87,557 | +8,425 | $49.7M | -$7.1M | 10.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,724 | +1,126 | $29.4M | -$6.9M | 2.2% |
| ProShare Advisors LLC | 137,521 | +38,183 | $78.1M | +$6.8M | 38.4% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 11,890 | +560 | $6.8M | +$6.7M | 4.9% |
| DANSKE BANK A/S | 58,973 | +3,753 | $33.5M | -$6.1M | 6.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23,365 | +11,262 | $14.8M | +$6.1M | 93.0% |
| Quantinno Capital Management LP | 33,580 | +15,066 | $19.1M | +$5.8M | 81.4% |
| BWCP, LP | 39,523 | +16,262 | $22.4M | +$5.8M | 69.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | 38,921 | +282 | $22.1M | -$5.6M | 0.7% |
| TimesSquare Capital Management, LLC | 165,530 | +42,226 | $94.0M | +$5.5M | 34.2% |
| Cetera Investment Advisers | 39,680 | +762 | $22.5M | -$5.4M | 1.9% |
| PEAK6 LLC | 168,278 | +27,777 | $95.6M | -$5.3M | 19.8% |
| FORSTA AP-FONDEN | 29,260 | +13,160 | $16.6M | +$5.1M | 81.7% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 32,841 | +131 | $18.7M | -$4.8M | 0.4% |
| Korea Investment CORP | 43,032 | +2,594 | $24.4M | -$4.6M | 6.4% |
| Resona Asset Management Co.,Ltd. | 122,358 | +18,506 | $70.0M | -$4.5M | 17.8% |
| OFI INVEST ASSET MANAGEMENT | 9,310 | +9,152 | $4.6M | +$4.5M | 5792.4% |
| TD Asset Management Inc | 34,686 | +1,014 | $19.7M | -$4.5M | 3.0% |
| Hyperion Asset Management Ltd | 147,151 | +24,535 | $83.6M | -$4.4M | 20.0% |
| SCOTIA CAPITAL INC. | 10,389 | +8,170 | $5.9M | +$4.3M | 368.2% |
| Science & Technology Partners, L.P. | 34,071 | +1,146 | $19.3M | -$4.3M | 3.5% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28,735 | +296 | $16.3M | -$4.1M | 1.0% |
| BROWN ADVISORY INC | 7,272 | +6,785 | $4.1M | +$3.8M | 1393.2% |
| TWO SIGMA INVESTMENTS, LP | 55,399 | +6,500 | $31.5M | -$3.6M | 13.3% |
| Asset Management One Co., Ltd. | 33,414 | +1,367 | $19.4M | -$3.6M | 4.3% |
| Varma Mutual Pension Insurance Co | 24,630 | +10,130 | $14.0M | +$3.6M | 69.9% |
| NewEdge Wealth, LLC | 7,737 | +6,370 | $4.4M | +$3.5M | 466.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 154,177 | +27,473 | $87.4M | -$3.5M | 21.7% |
| BANK OF MONTREAL /CAN/ | 75,972 | +11,235 | $43.1M | -$3.3M | 17.4% |
| Lansforsakringar Fondforvaltning AB (publ) | 22,999 | +255 | $13.1M | -$3.3M | 1.1% |
| Clear Street Group Inc. | 8,150 | +5,722 | $4.6M | +$2.9M | 235.7% |
| JANE STREET GROUP, LLC | 282,009 | +62,721 | $160.2M | +$2.8M | 28.6% |
| MML INVESTORS SERVICES, LLC | 25,645 | +1,605 | $14.6M | -$2.7M | 6.7% |
| STRS OHIO | 39,287 | +4,503 | $22.3M | -$2.7M | 12.9% |
| Rathbones Group PLC | 45,808 | +13,078 | $26.0M | +$2.5M | 40.0% |
| Champlain Investment Partners, LLC | 181,220 | +41,310 | $102.9M | +$2.5M | 29.5% |
| Czech National Bank | 20,807 | +869 | $11.8M | -$2.5M | 4.3% |
| Retirement Systems of Alabama | 16,787 | +41 | $9.5M | -$2.5M | 0.2% |
| SEI INVESTMENTS CO | 248,182 | +48,433 | $141.0M | -$2.4M | 24.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 20,947 | +1,104 | $11.9M | -$2.3M | 5.6% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 36,525 | +10,852 | $20.7M | +$2.3M | 42.3% |
| SPIREPOINT PRIVATE CLIENT, LLC | 20,295 | +1,016 | $11.5M | -$2.3M | 5.3% |
| Left Brain Wealth Management, LLC | 15,897 | +129 | $9.0M | -$2.3M | 0.8% |
| KADENSA CAPITAL Ltd | 39,182 | +11,110 | $22.3M | +$2.1M | 39.6% |
| XPONANCE, INC. | 18,984 | +1,026 | $10.8M | -$2.1M | 5.7% |
| Raiffeisen Bank International AG | 6,542 | +4,212 | $3.7M | +$2.1M | 180.8% |
| Ascent Wealth Partners, LLC | 14,837 | +283 | $8.4M | -$2.0M | 1.9% |
| USS Investment Management Ltd | 13,927 | +99 | $7.9M | -$2.0M | 0.7% |
| OAK RIDGE INVESTMENTS LLC | 16,388 | +660 | $9.3M | -$2.0M | 4.2% |
| Ampersand Capital Group, L.P. | 32,706 | +9,479 | $18.6M | +$1.9M | 40.8% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 24,365 | +7,726 | $13.8M | +$1.9M | 46.4% |
| Parallax Volatility Advisers, L.P. | 84,400 | +15,000 | $47.9M | -$1.9M | 21.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 69,042 | +11,807 | $39.2M | -$1.9M | 20.6% |
| KLP KAPITALFORVALTNING AS | 51,460 | +8,160 | $29.2M | -$1.8M | 18.8% |
| 180 WEALTH ADVISORS, LLC | 3,978 | +3,368 | $2.3M | +$1.8M | 552.1% |
| ABN AMRO INVESTMENT SOLUTIONS | 6,525 | +3,867 | $3.7M | +$1.8M | 145.5% |
| BAROMETER CAPITAL MANAGEMENT INC. | 21,905 | +19,073 | $280.4K | -$1.8M | 673.5% |
| GDS Wealth Management | 18,241 | +1,396 | $10.4M | -$1.7M | 8.3% |
| Cache Advisors, LLC | 4,182 | +3,279 | $2.4M | +$1.7M | 363.1% |
| NorthCrest Asset Manangement, LLC | 3,280 | +2,967 | $1.9M | +$1.7M | 947.9% |
| Silvant Capital Management LLC | 12,271 | +197 | $7.0M | -$1.7M | 1.6% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 20,912 | +2,093 | $11.9M | -$1.6M | 11.1% |
| Evolutionary Tree Capital Management, LLC | 6,701 | +3,597 | $3.8M | +$1.6M | 115.9% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 11,736 | +290 | $6.7M | -$1.5M | 2.5% |
| BNC WEALTH MANAGEMENT, LLC | 11,058 | +183 | $6.3M | -$1.5M | 1.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17,027 | +1,462 | $9.7M | -$1.5M | 9.4% |
| Russell Investments Group, Ltd. | 66,621 | +11,719 | $37.9M | -$1.5M | 21.3% |
| Teamwork Financial Advisors, LLC | 25,352 | +7,307 | $14.4M | +$1.4M | 40.5% |
| Ravenswood Partners LP | 14,503 | +5,002 | $8.2M | +$1.4M | 52.6% |
| Verition Fund Management LLC | 22,876 | +2,846 | $13.0M | -$1.4M | 14.2% |
| 11 Capital Partners LP | 27,826 | +7,731 | $15.8M | +$1.4M | 38.5% |
| GROUP ONE TRADING LLC | 4,807 | +2,909 | $2.7M | +$1.4M | 153.3% |
| CASTLEARK MANAGEMENT LLC | 9,819 | +192 | $5.6M | -$1.3M | 2.0% |
| Vestmark Advisory Solutions, Inc. | 4,413 | +2,760 | $2.5M | +$1.3M | 167.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,478 | +139 | $5.4M | -$1.3M | 1.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 8,986 | +41 | $5.1M | -$1.3M | 0.5% |
| Corient Private Wealth LLC | 65,447 | +55,811 | $5.6M | -$1.3M | 579.2% |
| CAPTRUST FINANCIAL ADVISORS | 17,539 | +1,873 | $10.0M | -$1.3M | 11.9% |
| Private Advisor Group, LLC | 14,596 | +1,270 | $8.3M | -$1.3M | 9.5% |
| CIBC Asset Management Inc | 43,953 | +10,870 | $25.0M | +$1.2M | 32.9% |
| ALLSTATE CORP | 5,582 | +2,862 | $3.2M | +$1.2M | 105.2% |
| JANUS HENDERSON GROUP PLC | 8,886 | +163 | $5.0M | -$1.2M | 1.9% |
| LAKE STREET PRIVATE WEALTH, LLC | 9,657 | +335 | $5.5M | -$1.2M | 3.6% |
| Freemont Management S.A. | 3,600 | +2,400 | $2.0M | +$1.2M | 200.0% |
| MIZUHO SECURITIES USA LLC | 5,746 | +28 | $3.1M | -$1.2M | 0.5% |
| SHELTON CAPITAL MANAGEMENT | 9,403 | +333 | $5.3M | -$1.2M | 3.7% |
| Rockefeller Capital Management L.P. | 225,818 | +218,302 | $6.5M | +$1.1M | 2904.5% |
| IEQ CAPITAL, LLC | 16,503 | +1,855 | $9.4M | -$1.1M | 12.7% |
| Mirae Asset Global Investments Co., Ltd. | 41,450 | +7,069 | $23.5M | -$1.1M | 20.6% |
| Tower Research Capital LLC (TRC) | 5,313 | +2,635 | $3.0M | +$1.1M | 98.4% |
| Howard Capital Management Inc. | 2,553 | +2,005 | $1.4M | +$1.1M | 365.9% |
| GF FUND MANAGEMENT CO. LTD. | 16,645 | +2,038 | $9.5M | -$1.0M | 13.9% |
| Diversified Trust Co | 9,852 | +663 | $5.6M | -$999.1K | 7.2% |
| BOKF, NA | 7,301 | +133 | $4.1M | -$997.6K | 1.9% |
| D.A. DAVIDSON & CO. | 8,163 | +315 | $4.6M | -$996.0K | 4.0% |
| ITHAKA GROUP LLC | 7,467 | +174 | $4.2M | -$993.0K | 2.4% |
| NEXT CENTURY GROWTH INVESTORS LLC | 6,442 | +2,716 | $3.7M | +$984.7K | 72.9% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7,088 | +166 | $4.0M | -$942.0K | 2.4% |
| CreativeOne Wealth, LLC | 7,206 | +194 | $4.1M | -$939.6K | 2.8% |
| ASSETMARK, INC | 11,048 | +996 | $6.3M | -$939.2K | 9.9% |
| WHITTIER TRUST CO OF NEVADA INC | 11,198 | +80 | $7.0M | -$937.8K | 0.7% |
| McBroom & Associates, LLC | 7,749 | +365 | $4.4M | -$898.2K | 4.9% |
| BAILARD, INC. | 2,132 | +1,679 | $1.2M | +$885.7K | 370.6% |
| NATIXIS | 14,186 | +4,183 | $8.1M | +$878.1K | 41.8% |
| Farther Finance Advisors, LLC | 8,233 | +505 | $4.7M | -$870.5K | 6.5% |
| UniSuper Management Pty Ltd | 7,127 | +296 | $4.0M | -$854.6K | 4.3% |
| AlphaCore Capital LLC | 1,926 | +1,549 | $1.1M | +$823.3K | 410.9% |
| Investment Management Corp of Ontario | 6,868 | +2,578 | $3.9M | +$821.9K | 60.1% |
| PITTENGER & ANDERSON INC | 1,440 | +1,434 | $817.8K | +$813.5K | 23900.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 10,807 | +3,388 | $6.1M | +$813.4K | 45.7% |
| Sowell Financial Services LLC | 7,269 | +418 | $4.1M | -$788.3K | 6.1% |
| Capital Investment Services of America, Inc. | 2,477 | +1,605 | $1.4M | +$781.0K | 184.1% |
| TD Waterhouse Canada Inc. | 3,473 | +1,779 | $2.0M | +$768.0K | 105.0% |
| MUFG Securities EMEA plc | 3,235 | +1,732 | $1.8M | +$758.6K | 115.2% |
| PROFUND ADVISORS LLC | 6,989 | +403 | $4.0M | -$757.1K | 6.1% |
| Stratos Wealth Partners, LTD. | 7,995 | +634 | $4.5M | -$742.0K | 8.6% |
| Candriam S.C.A. | 6,078 | +234 | $3.5M | -$741.9K | 4.0% |
| RD Lewis Holdings, Inc. | 6,249 | +14 | $2.8M | -$730.8K | 0.2% |
| Atria Investments, Inc | 4,802 | +20 | $2.7M | -$704.6K | 0.4% |
| ALTFEST L J & CO INC | 6,235 | +329 | $3.5M | -$697.3K | 5.6% |
| CSS LLC/IL | 5,053 | +119 | $2.9M | -$671.1K | 2.4% |
| NEOS Investment Management LLC | 33,208 | +7,839 | $18.9M | +$654.0K | 30.9% |
| ARGUS INVESTORS' COUNSEL, INC. | 4,410 | +11 | $2.5M | -$652.4K | 0.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 11,624 | +1,286 | $6.7M | -$649.6K | 12.4% |
| Callan Family Office, LLC | 4,634 | +1,854 | $2.6M | +$636.8K | 66.7% |
| COMMERCE BANK | 5,510 | +264 | $3.1M | -$635.4K | 5.0% |
| OPPENHEIMER & CO INC | 7,721 | +777 | $4.4M | -$598.3K | 11.2% |
| Great Lakes Retirement, Inc. | 3,987 | +18 | $2.3M | -$584.0K | 0.5% |
| EverSource Wealth Advisors, LLC | 1,574 | +1,118 | $893.9K | +$566.7K | 245.2% |
| Norinchukin Bank, The | 7,495 | +775 | $4.3M | -$565.9K | 11.5% |
| Gerber Kawasaki Wealth & Investment Management | 7,277 | +794 | $4.1M | -$515.5K | 12.2% |
| NewEdge Advisors, LLC | 4,014 | +126 | $2.3M | -$510.5K | 3.2% |
| PFG Investments, LLC | 3,866 | +98 | $2.2M | -$508.5K | 2.6% |
| Evelyn Partners Investment Management LLP | 1,087 | +955 | $617.3K | +$508.1K | 723.5% |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 13,500 | +3,500 | $7.7M | +$490.7K | 35.0% |
| WESPAC Advisors SoCal, LLC | 3,751 | +114 | $2.1M | -$479.8K | 3.1% |
| MRA Advisory Group | 3,303 | +44 | $1.9M | -$462.7K | 1.4% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 3,417 | +551 | $1.9M | -$432.3K | 19.2% |
| Menard Financial Group LLC | 2,994 | +27 | $1.7M | -$428.9K | 0.9% |
| Focus Partners Wealth | 8,320 | +1,040 | $4.7M | -$404.0K | 14.3% |
| Atlantic Union Bankshares Corp | 2,745 | +15 | $1.6M | -$400.2K | 0.5% |
| CIM, LLC | 2,804 | +53 | $1.6M | -$381.8K | 1.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,379 | +818 | $783.2K | +$380.6K | 145.8% |
| Financial Engines Advisors L.L.C. | 5,615 | +643 | $3.2M | -$379.2K | 12.9% |
| STEPHENS INC /AR/ | 3,227 | +149 | $1.8M | -$376.2K | 4.8% |
| Sequoia Financial Advisors, LLC | 4,127 | +344 | $2.3M | -$371.0K | 9.1% |
| Clarius Group, LLC | 2,904 | +90 | $1.6M | -$370.2K | 3.2% |
| Calamos Advisors LLC | 8,750 | +1,314 | $5.0M | -$367.0K | 17.7% |
| Apollon Wealth Management, LLC | 4,127 | +351 | $2.3M | -$366.0K | 9.3% |
| Ameritas Investment Partners, Inc. | 3,569 | +235 | $2.0M | -$365.7K | 7.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2,521 | +18 | $1.4M | -$364.5K | 0.7% |
| HB Wealth Management, LLC | 2,489 | +15 | $1.4M | -$361.9K | 0.6% |
| BANK OF NOVA SCOTIA | 10,575 | +1,707 | $6.0M | -$358.3K | 19.2% |
| Virtus Investment Advisers, LLC | 2,526 | +34 | $1.4M | -$353.8K | 1.4% |
| Pinnacle Wealth Management, LLC | 3,782 | +306 | $2.1M | -$346.6K | 8.8% |
| Equitable Holdings, Inc. | 3,069 | +1,109 | $1.7M | +$336.4K | 56.6% |
| MATHER GROUP, LLC. | 4,543 | +81 | $1.9M | -$332.0K | 1.8% |
| Magnus Financial Group LLC | 3,539 | +283 | $2.0M | -$326.7K | 8.7% |
| LOOMIS SAYLES & CO L P | 784 | +616 | $445.3K | +$324.7K | 366.7% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 2,861 | +162 | $1.6M | -$312.1K | 6.0% |
| MUFG SECURITIES AMERICAS INC. | 2,126 | +9 | $1.2M | -$311.8K | 0.4% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 915 | +623 | $519.6K | +$310.1K | 213.3% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4,591 | +526 | $2.6M | -$309.8K | 12.9% |
| BENJAMIN EDWARDS INC | 2,227 | +46 | $1.3M | -$300.4K | 2.1% |
| Prestige Wealth Management Group LLC | 599 | +483 | $362.1K | +$278.9K | 416.4% |
| Woodline Partners LP | 13,384 | +2,408 | $7.6M | -$275.6K | 21.9% |
| Cerity Partners LLC | 6,043 | +879 | $3.4M | -$274.9K | 17.0% |
| Tyche Wealth Partners LLC | 1,922 | +25 | $1.1M | -$269.7K | 1.3% |
| Global Retirement Partners, LLC | 1,835 | +757 | $1.0M | +$268.5K | 70.2% |
| MACQUARIE GROUP LTD | 7,062 | +1,846 | $4.0M | +$267.5K | 35.4% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4,698 | +618 | $2.7M | -$259.6K | 15.1% |
| Realta Investment Advisors | 2,237 | +106 | $1.3M | -$258.8K | 5.0% |
| PNC Financial Services Group, Inc. | 11,352 | +2,010 | $6.4M | -$257.1K | 21.5% |
| Gryphon Financial Partners LLC | 916 | +548 | $520.2K | +$256.1K | 148.9% |
| Quad-Cities Investment Group, LLC | 2,363 | +838 | $1.3M | +$247.6K | 55.0% |
| Strategic Advocates LLC | 1,904 | +48 | $1.1M | -$242.6K | 2.6% |
| AZZAD ASSET MANAGEMENT INC /ADV | 1,501 | +646 | $852.6K | +$239.1K | 75.5% |
| Vivid Wealth Management, LLC | 4,597 | +1,283 | $2.6M | +$232.5K | 38.7% |
| HARBOUR INVESTMENTS, INC. | 856 | +500 | $486.1K | +$230.7K | 140.4% |
| Meridian Wealth Management, LLC | 1,240 | +579 | $704.4K | +$229.8K | 87.6% |
| Advisory Resource Group | 2,658 | +872 | $1.5M | +$227.9K | 48.8% |
| Sterling Capital Management LLC | 9,236 | +1,611 | $5.2M | -$226.6K | 21.1% |
| Vident Advisory, LLC | 4,145 | +550 | $2.4M | -$225.8K | 15.3% |
| GM Advisory Group, LLC | 2,583 | +228 | $1.5M | -$223.1K | 9.7% |
| China Universal Asset Management Co., Ltd. | 2,233 | +161 | $1.3M | -$218.8K | 7.8% |
| Crossmark Global Holdings, Inc. | 5,683 | +883 | $3.2M | -$217.1K | 18.4% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 4,466 | +634 | $2.5M | -$213.6K | 16.5% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2,812 | +282 | $1.6M | -$212.1K | 11.1% |
| Vanguard Personalized Indexing Management, LLC | 14,471 | +2,730 | $8.2M | -$207.7K | 23.3% |
| Equity Wealth Partners, LLC | 1,553 | +36 | $882.0K | -$206.7K | 2.4% |
| Western Wealth Management, LLC | 979 | +490 | $556.0K | +$205.1K | 100.2% |
| JONES FINANCIAL COMPANIES LLLP | 18,417 | +3,384 | $10.5M | -$196.6K | 22.5% |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,095 | +502 | $621.9K | +$196.3K | 84.7% |
| Atala Financial Inc | 3,528 | +1,008 | $2.0M | +$195.2K | 40.0% |
| GAMMA Investing LLC | 1,963 | +142 | $1.1M | -$192.0K | 7.8% |
| EPG Wealth Management LLC | 1,508 | +53 | $856.4K | -$187.7K | 3.6% |
| Strategic Advisors LLC | 5,283 | +844 | $3.0M | -$185.2K | 19.0% |
| INSIGNEO ADVISORY SERVICES, LLC | 1,829 | +124 | $1.0M | -$184.8K | 7.3% |
| ZEGA Investments, LLC | 1,433 | +42 | $813.8K | -$184.4K | 3.0% |
| SANDLER CAPITAL MANAGEMENT | 2,930 | +357 | $1.7M | -$182.5K | 13.9% |
| Lebenthal Global Advisors, LLC | 2,579 | +284 | $1.5M | -$182.3K | 12.4% |
| Modern Wealth Management, LLC | 1,892 | +141 | $1.1M | -$182.1K | 8.1% |
| Arkadios Wealth Advisors | 3,665 | +516 | $2.1M | -$178.4K | 16.4% |
| CHOREO, LLC | 3,985 | +1,046 | $2.3M | +$170.7K | 35.6% |
| Chicago Capital, LLC | 22,145 | +4,384 | $12.6M | -$169.2K | 24.7% |
| Synergy Financial Group, LTD | 1,460 | +72 | $829.2K | -$166.9K | 5.2% |
| Veracity Capital LLC | 1,669 | +116 | $947.9K | -$166.6K | 7.5% |
| First Commonwealth Financial Corp /PA/ | 1,186 | +16 | $673.6K | -$166.1K | 1.4% |
| Summit Trail Advisors, LLC | 3,243 | +449 | $1.8M | -$163.3K | 16.1% |
| VestGen Investment Management | 1,171 | +18 | $665.0K | -$162.4K | 1.6% |
| Winthrop Advisory Group LLC | 808 | +428 | $432.8K | +$160.1K | 112.6% |
| Linden Thomas Advisory Services, LLC | 1,073 | +2 | $609.4K | -$159.2K | 0.2% |
| Union Bancaire Privee, UBP SA | 1,397 | +3 | $649.0K | -$155.4K | 0.2% |
| World Investment Advisors | 1,035 | +280 | $386.8K | -$154.6K | 37.1% |
| Interchange Capital Partners, LLC | 1,630 | +125 | $925.7K | -$154.3K | 8.3% |
| Avestar Capital, LLC | 950 | +413 | $539.5K | +$154.2K | 76.9% |
| StoneX Group Inc. | 1,413 | +80 | $802.5K | -$154.1K | 6.0% |
| Vontobel Holding Ltd. | 4,853 | +802 | $2.8M | -$151.0K | 19.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 862 | +390 | $489.6K | +$150.8K | 82.6% |
| Valeo Financial Advisors, LLC | 1,185 | +38 | $673.0K | -$150.1K | 3.3% |
| LYELL WEALTH MANAGEMENT, LP | 1,012 | +3 | $574.7K | -$149.4K | 0.3% |
| DMC Group, LLC | 1,152 | +36 | $654.3K | -$146.6K | 3.2% |
| ICICI Prudential Asset Management Co Ltd | 1,266 | +61 | $719.0K | -$145.8K | 5.1% |
| Blackhawk Capital Partners LLC. | 1,018 | +10 | $578.2K | -$145.2K | 1.0% |
| Fiduciary Trust Co | 1,904 | +195 | $1.1M | -$145.2K | 11.4% |
| Geneos Wealth Management Inc. | 2,154 | +251 | $1.2M | -$142.3K | 13.2% |
| Evelyn Partners Investment Management Services Ltd | 727 | +393 | $412.9K | +$136.4K | 117.7% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 969 | +14 | $550.3K | -$135.0K | 1.5% |
| Perennial Investment Advisors, LLC | 925 | +7 | $525.3K | -$133.5K | 0.8% |
| Foundations Investment Advisors, LLC | 1,221 | +78 | $693.4K | -$126.8K | 6.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 13,208 | +2,580 | $7.5M | -$125.9K | 24.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1,081 | +51 | $613.9K | -$125.2K | 5.0% |
| AE Wealth Management LLC | 1,660 | +174 | $942.8K | -$123.7K | 11.7% |
| MGO ONE SEVEN LLC | 3,916 | +989 | $2.2M | +$123.5K | 33.8% |
| Kapstone Financial Advisors LLC | 1,010 | +41 | $573.6K | -$121.8K | 4.2% |
| Gen-Wealth Partners Inc | 704 | +313 | $400.0K | +$119.4K | 80.0% |
| Kestra Advisory Services, LLC | 3,302 | +524 | $1.9M | -$118.3K | 18.9% |
| Belpointe Asset Management LLC | 998 | +44 | $566.8K | -$117.8K | 4.6% |
| Qtron Investments LLC | 1,786 | +210 | $1.0M | -$116.7K | 13.3% |
| SUMMIT SECURITIES GROUP LLC | 238 | +212 | $135.2K | +$116.5K | 815.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 863 | +26 | $490.1K | -$110.5K | 3.1% |
| Lifeworks Advisors, LLC | 1,302 | +122 | $739.2K | -$107.5K | 10.3% |
| Fisher Asset Management, LLC | 963 | +52 | $547.4K | -$107.1K | 5.7% |
| SIGNATUREFD, LLC | 1,049 | +70 | $595.9K | -$106.8K | 7.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 218,509 | +189,938 | $124.1K | +$103.6K | 664.8% |
| NICOLET ADVISORY SERVICES, LLC | 1,637 | +50 | $1.0M | -$99.9K | 3.1% |
| First Heartland Consultants, Inc. | 917 | +53 | $520.8K | -$99.2K | 6.1% |
| OAK HARBOR WEALTH PARTNERS, LLC | 856 | +41 | $486.1K | -$98.7K | 5.0% |
| Steward Partners Investment Advisory, LLC | 38,521 | +8,172 | $21.9M | +$97.6K | 26.9% |
| BROWN BROTHERS HARRIMAN & CO | 427 | +224 | $242.5K | +$96.8K | 110.3% |
| BRIDGES INVESTMENT MANAGEMENT INC | 967 | +336 | $549.2K | +$96.4K | 53.2% |
| Brookstone Capital Management | 953 | +333 | $541.2K | +$96.3K | 53.7% |
| Impact Capital Partners LLC | 911 | +65 | $517.4K | -$89.7K | 7.7% |
| RMR Wealth Builders | 881 | +63 | $500.3K | -$86.7K | 7.7% |
| PRINCIPAL SECURITIES, INC. | 2,318 | +602 | $1.3M | +$85.0K | 35.1% |
| WOLFF WIESE MAGANA LLC | 1,022 | +102 | $580.4K | -$79.8K | 11.1% |
| Curi Capital, LLC | 711 | +259 | $403.6K | +$79.3K | 57.3% |
| Values First Advisors, Inc. | 843 | +66 | $478.6K | -$79.2K | 8.5% |
| HBW ADVISORY SERVICES LLC | 528 | +2 | $299.9K | -$77.6K | 0.4% |
| QRG CAPITAL MANAGEMENT, INC. | 1,291 | +163 | $733.0K | -$76.4K | 14.4% |
| WEALTH ALLIANCE, LLC | 603 | +20 | $342.6K | -$76.0K | 3.4% |
| KINGSWOOD WEALTH ADVISORS, LLC | 508 | +2 | $288.5K | -$74.6K | 0.4% |
| Central Pacific Bank - Trust Division | 1,356 | +179 | $770.1K | -$74.5K | 15.2% |
| SLT Holdings LLC | 564 | +220 | $320.3K | +$73.4K | 64.0% |
| Oder Investment Management, LLC | 550 | +216 | $312.4K | +$72.7K | 64.7% |
| FIDELIS CAPITAL PARTNERS, LLC | 551 | +19 | $312.9K | -$68.9K | 3.6% |
| Larson Financial Group LLC | 1,104 | +323 | $627.0K | +$66.5K | 41.4% |
| Silvercrest Asset Management Group LLC | 1,218 | +162 | $691.7K | -$66.1K | 15.3% |
| HOLLENCREST CAPITAL MANAGEMENT | 300 | +150 | $170.4K | +$62.7K | 100.0% |
| WEALTHSPAN PARTNERS, LLC | 1,016 | +130 | $577.3K | -$58.9K | 14.7% |
| Hilltop Holdings Inc. | 561 | +36 | $318.6K | -$58.2K | 6.8% |
| Lido Advisors, LLC | 4,264 | +198 | $2.9M | -$58.1K | 4.9% |
| YHB Investment Advisors, Inc. | 392 | +1 | $222.6K | -$58.0K | 0.3% |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 529 | +190 | $300.4K | +$57.2K | 56.0% |
| Newbridge Financial Services Group, Inc. | 524 | +30 | $297.6K | -$56.9K | 6.1% |
| Mayfair Advisory Group, LLC | 390 | +5 | $219.7K | -$56.5K | 1.3% |
| FineMark National Bank & Trust | 401 | +7 | $227.7K | -$55.0K | 1.8% |
| Commonwealth Financial Services, LLC | 390 | +5 | $221.5K | -$54.8K | 1.3% |
| CERTUITY, LLC | 474 | +23 | $269.2K | -$54.2K | 5.1% |
| TCFG WEALTH MANAGEMENT, LLC | 807 | +94 | $458.3K | -$53.4K | 13.2% |
| Dorsey & Whitney Trust CO LLC | 540 | +41 | $306.4K | -$51.3K | 8.2% |
| Ellevest, Inc. | 437 | +22 | $248.2K | -$49.6K | 5.3% |
| Ellenbecker Investment Group | 867 | +250 | $492.4K | +$49.6K | 40.5% |
| E Fund Management (Hong Kong) Co., Ltd. | 209 | +144 | $96.1K | +$49.5K | 221.5% |
| Sunbelt Securities, Inc. | 123 | +94 | $69.9K | +$49.0K | 324.1% |
| Smartleaf Asset Management LLC | 516 | +36 | $295.2K | -$48.5K | 7.5% |
| Rakuten Investment Management, Inc. | 14,456 | +12,481 | $8.4M | -$48.4K | 631.9% |
| Wealthspire Advisors, LLC | 795 | +232 | $451.6K | +$47.6K | 41.2% |
| ANGELES WEALTH MANAGEMENT, LLC | 370 | +12 | $210.1K | -$46.8K | 3.4% |
| Perigon Wealth Management, LLC | 1,331 | +214 | $755.9K | -$45.7K | 19.1% |
| LGT Group Foundation | 1,218 | +301 | $696.8K | +$44.5K | 32.8% |
| Second Half Financial Partners, LLC | 359 | +13 | $203.9K | -$44.4K | 3.8% |
| CWA Asset Management Group, LLC | 387 | +19 | $219.8K | -$44.3K | 5.2% |
| XML Financial, LLC | 688 | +205 | $390.7K | +$44.1K | 42.4% |
| Ethic Inc. | 6,190 | +1,352 | $3.5M | +$43.5K | 27.9% |
| Balyasny Asset Management L.P. | 4,587 | +897 | $2.6M | -$43.0K | 24.3% |
| VERUS CAPITAL PARTNERS, LLC | 438 | +33 | $248.8K | -$41.9K | 8.1% |
| Diversify Advisory Services, LLC | 578 | +16 | $367.7K | -$39.6K | 2.8% |
| Marex Group plc | 817 | +116 | $464.0K | -$39.1K | 16.5% |
| Quadcap Wealth Management, LLC | 1,312 | +207 | $754.8K | -$38.2K | 18.7% |
| Pure Financial Advisors, LLC | 364 | +23 | $206.8K | -$37.9K | 6.7% |
| L2 Asset Management, LLC | 376 | +29 | $213.5K | -$35.5K | 8.3% |
| Waverly Advisors, LLC | 613 | +176 | $348.4K | +$34.5K | 40.3% |
| Clearstead Advisors, LLC | 882 | +137 | $500.9K | -$33.7K | 18.4% |
| Paragon Private Wealth Management, LLC | 1,975 | +459 | $1.1M | +$33.7K | 30.3% |
| Cassaday & Co Wealth Management LLC | 522 | +63 | $296.5K | -$32.9K | 13.7% |
| Parkside Financial Bank & Trust | 255 | +8 | $144.8K | -$32.4K | 3.2% |
| Avalon Trust Co | 685 | +185 | $389.0K | +$30.2K | 37.0% |
| Petros Family Wealth, LLC | 788 | +206 | $447.5K | +$29.9K | 35.4% |
| Sound Income Strategies, LLC | 52 | +44 | $33.1K | +$27.2K | 550.0% |
| N.E.W. Advisory Services LLC | 76 | +53 | $43.2K | +$26.7K | 230.4% |
| Stratos Investment Management, LLC | 781 | +198 | $443.6K | +$25.2K | 34.0% |
| CYBER HORNET ETFs LLC | 204 | +11 | $115.9K | -$22.6K | 5.7% |
| Canada Post Corp Registered Pension Plan | 1,880 | +420 | $1.1M | +$22.3K | 28.8% |
| North Star Investment Management Corp. | 182 | +7 | $103.4K | -$22.2K | 4.0% |
| Cullen/Frost Bankers, Inc. | 155 | +60 | $88.0K | +$19.9K | 63.1% |
| PVG ASSET MANAGEMENT CORP | 730 | +120 | $523.9K | +$18.8K | 19.7% |
| Meiji Yasuda Asset Management Co Ltd. | 379 | +53 | $215.2K | -$18.7K | 16.3% |
| Versant Capital Management, Inc | 132 | +2 | $75.0K | -$18.3K | 1.5% |
| CONNING INC. | 396 | +58 | $224.9K | -$17.7K | 17.1% |
| Sawyer & Company, Inc | 28 | +2 | $15.9K | +$15.9K | 7.7% |
| RiverPark Advisors, LLC | 105 | +44 | $59.6K | +$15.9K | 72.1% |
| BESSEMER GROUP INC | 225,097 | +26,977 | $127.8K | -$14.3K | 13.6% |
| Rialto Wealth Management, LLC | 28 | +25 | $15.9K | +$13.8K | 833.3% |
| FIRST HORIZON CORP | 43 | +27 | $24.4K | +$12.9K | 168.8% |
| Beacon Pointe Advisors, LLC | 356 | +57 | $202.3K | -$12.3K | 19.1% |
| MEEDER ASSET MANAGEMENT INC | 32 | +22 | $18.2K | +$11.0K | 220.0% |
| Rafferty Asset Management, LLC | 45,818 | +9,543 | $26.0M | -$11.0K | 26.3% |
| Marion Wealth Management | 514 | +60 | $315.2K | -$10.7K | 13.2% |
| Kaizen Financial Strategies | 575 | +2 | $326.6K | -$9.9K | 0.3% |
| Alamea Verwaltungs GmbH | 599 | +184 | $289.7K | -$8.2K | 44.3% |
| SMITH, MOORE & CO. | 452 | +105 | $256.7K | +$7.7K | 30.3% |
| Rossby Financial, LCC | 16 | +13 | $9.1K | +$7.0K | 433.3% |
| SG Americas Securities, LLC | 16,714 | +12,547 | $9.5K | +$6.5K | 301.1% |
| PRIVATE TRUST CO NA | 160 | +25 | $90.9K | -$6.0K | 18.5% |
| Manchester Capital Management LLC | 37 | +15 | $21.0K | +$5.2K | 68.2% |
| Mn Services Vermogensbeheer B.V. | 27,954 | +454 | $15.9K | -$3.9K | 1.6% |
| Washington Trust Advisors, Inc. | 102 | +16 | $58.1K | -$3.8K | 18.6% |
| Janney Montgomery Scott LLC | 35,085 | +2,449 | $19.9K | -$3.5K | 7.5% |
| HM PAYSON & CO | 25 | +10 | $14.2K | +$3.4K | 66.7% |
| Daiwa Securities Group Inc. | 25,234 | +1,131 | $14.3K | -$3.0K | 4.7% |
| ELEVATION WEALTH PARTNERS, LLC | 9 | +6 | $5.1K | +$3.0K | 200.0% |
| Hughes Financial Services, LLC | 10 | +5 | $5.7K | +$2.8K | 100.0% |
| WINNOW WEALTH LLC | 6 | +5 | $3.4K | +$2.7K | 500.0% |
| Vermillion & White Wealth Management Group, LLC | 16 | +7 | $9.1K | +$2.6K | 77.8% |
| Quaker Wealth Management, LLC | 22 | +1 | $12.5K | -$2.6K | 4.8% |
| RATIONAL ADVISORS, INC. | 26 | +2 | $14.8K | -$2.5K | 8.3% |
| Salomon & Ludwin, LLC | 39 | +10 | $23.1K | +$2.3K | 34.5% |
| Dogwood Wealth Management LLC | 11 | +5 | $6.2K | +$1.9K | 83.3% |
| CWM, LLC | 8,320 | +4,006 | $4.7K | +$1.6K | 92.9% |
| Mayflower Financial Advisors, LLC | 536 | +114 | $304.4K | +$1.6K | 27.0% |
| Penserra Capital Management LLC | 8,780 | +3,925 | $5.0K | +$1.5K | 80.8% |
| LRI Investments, LLC | 38 | +10 | $21.6K | +$1.5K | 35.7% |
| Caldwell Trust Co | 936 | +197 | $531.6K | +$1.2K | 26.6% |
| Ulland Investment Advisors, LLC | 11,295 | +637 | $6.4K | -$1.2K | 6.0% |
| Parkwood LLC | 50,414 | +12,164 | $28.6K | +$1.2K | 31.8% |
| Global Financial Private Client, LLC | 376 | +80 | $213.5K | +$1.1K | 27.0% |
| Cornerstone Wealth Management, LLC | 501 | +103 | $284.5K | -$1.1K | 25.9% |
| iA Global Asset Management Inc. | 9,809 | +719 | $5.6K | -$952 | 7.9% |
| Cambridge Investment Research Advisors, Inc. | 17,606 | +4,875 | $10.0K | +$863 | 38.3% |
| CENTAURUS FINANCIAL, INC. | 5,436 | +362 | $3.1K | -$554 | 7.1% |
| Retirement Wealth Solutions LLC | 2 | +1 | $1.1K | +$418 | 100.0% |
| Arete Wealth Advisors, LLC | 1,029 | +534 | $584 | +$229 | 107.9% |
| SIT INVESTMENT ASSOCIATES INC | 8,374 | +1,574 | $4.8K | -$124 | 23.1% |
| CSM Advisors, LLC | 3,170 | +562 | $1.8K | -$65 | 21.5% |
| VESTOR CAPITAL, LLC | 38,023 | +37,828 | $82 | -$58 | 19399.0% |
| GW&K Investment Management, LLC | 188 | +62 | $107 | +$17 | 49.2% |
| CX Institutional | 344 | +56 | $195 | -$12 | 19.4% |
| WEDBUSH SECURITIES INC | 3,375 | +714 | $1.9K | +$7 | 26.8% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 550 | +111 | $312 | -$4 | 25.3% |
| VAN ECK ASSOCIATES CORP | 108 | +25 | $61 | +$1 | 30.1% |
| Capital Advisors, Ltd. LLC | 3 | +1 | $2 | +$1 | 50.0% |