13F QoQ Ownership Changes
BBY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 163 new · 357 added · 380 reduced · 119 exited
New Positions(163)
Added To(357)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 24,255,320 | +307,905 | $1.62B | -$187.5M | 1.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 3,096,015 | +2,449,342 | $207.2M | +$158.3M | 378.8% |
| BlackRock, Inc. | 26,053,684 | +1,151,477 | $1.74B | -$139.3M | 4.6% |
| UBS Group AG | 4,332,879 | +2,081,908 | $290.0M | +$119.8M | 92.5% |
| AQR CAPITAL MANAGEMENT LLC | 9,158,839 | +2,160,968 | $613.0M | +$87.9M | 30.9% |
| NORGES BANK | 2,609,965 | +123,613 | $174.7M | -$82.2M | 5.0% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 1,607,701 | +1,190,003 | $107.6M | +$76.0M | 284.9% |
| JPMORGAN CHASE & CO | 6,291,192 | +1,581,249 | $421.1M | +$64.9M | 33.6% |
| Qube Research & Technologies Ltd | 1,074,017 | +927,017 | $71.9M | +$60.8M | 630.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,452,642 | +160,713 | $498.8M | -$52.6M | 2.2% |
| MILLENNIUM MANAGEMENT LLC | 1,306,037 | +810,805 | $87.4M | +$50.0M | 163.7% |
| FMR LLC | 943,774 | +619,291 | $63.2M | +$38.6M | 190.8% |
| GOLDMAN SACHS GROUP INC | 4,054,259 | +975,276 | $271.4M | +$38.5M | 31.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 772,211 | +507,689 | $51.7M | +$31.7M | 191.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,225,038 | +532,351 | $82.0M | +$29.6M | 76.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 450,400 | +422,500 | $30.1M | +$28.0M | 1514.3% |
| DIMENSIONAL FUND ADVISORS LP | 3,106,189 | +1,725 | $207.9M | -$26.8M | 0.1% |
| Quantinno Capital Management LP | 636,334 | +421,982 | $42.6M | +$26.4M | 196.9% |
| RENAISSANCE TECHNOLOGIES LLC | 679,100 | +411,300 | $45.5M | +$25.2M | 153.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,133,646 | +664,522 | $209.7M | +$23.0M | 26.9% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1,031,724 | +411,943 | $69.1M | +$22.2M | 66.5% |
| Invesco Ltd. | 4,732,080 | +271,988 | $316.7M | -$20.6M | 6.1% |
| CITIGROUP INC | 1,024,537 | +378,053 | $68.6M | +$19.7M | 58.5% |
| California Public Employees Retirement System | 1,140,446 | +368,896 | $76.3M | +$18.0M | 47.8% |
| Assenagon Asset Management S.A. | 270,097 | +255,349 | $18.1M | +$17.0M | 1731.4% |
| JANUS HENDERSON GROUP PLC | 1,278,067 | +361,500 | $85.5M | +$16.2M | 39.4% |
| Bank of New York Mellon Corp | 2,218,885 | +464,041 | $148.5M | +$15.8M | 26.4% |
| BANK OF NOVA SCOTIA | 315,061 | +244,830 | $21.1M | +$15.8M | 348.6% |
| AMERICAN CENTURY COMPANIES INC | 864,362 | +274,953 | $57.9M | +$13.3M | 46.6% |
| MORGAN STANLEY | 3,778,294 | +605,911 | $252.9M | +$13.0M | 19.1% |
| LPL Financial LLC | 335,139 | +207,984 | $22.4M | +$12.8M | 163.6% |
| Trexquant Investment LP | 345,642 | +200,648 | $23.1M | +$12.2M | 138.4% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 173,469 | +156,679 | $12.9M | +$11.6M | 933.2% |
| Robeco Institutional Asset Management B.V. | 1,002,090 | +250,838 | $67.1M | +$10.3M | 33.4% |
| VIKING FUND MANAGEMENT LLC | 155,000 | +150,000 | $10.4M | +$10.0M | 3000.0% |
| Point72 Asset Management, L.P. | 146,900 | +138,800 | $9.8M | +$9.2M | 1713.6% |
| IEQ CAPITAL, LLC | 578,260 | +180,538 | $38.7M | +$8.6M | 45.4% |
| FEDERATED HERMES, INC. | 1,483,598 | +60,626 | $99.3M | -$8.3M | 4.3% |
| ExodusPoint Capital Management, LP | 186,478 | +131,205 | $12.5M | +$8.3M | 237.4% |
| FRANKLIN RESOURCES INC | 1,089,160 | +231,340 | $72.9M | +$8.1M | 27.0% |
| Candriam S.C.A. | 136,907 | +121,230 | $9.2M | +$8.0M | 773.3% |
| BNP PARIBAS FINANCIAL MARKETS | 736,516 | +198,704 | $55.2M | +$7.9M | 36.9% |
| Russell Investments Group, Ltd. | 446,169 | +143,669 | $29.9M | +$7.0M | 47.5% |
| Quantbot Technologies LP | 105,066 | +96,104 | $7.0M | +$6.4M | 1072.3% |
| BARCLAYS PLC | 1,743,991 | +112,743 | $117.1M | -$6.3M | 6.9% |
| AMERIPRISE FINANCIAL INC | 1,039,881 | +197,870 | $69.7M | +$5.9M | 23.5% |
| Amundi | 1,483,155 | +242,596 | $99.3M | +$5.5M | 19.6% |
| VICTORY CAPITAL MANAGEMENT INC | 813,647 | +164,928 | $54.5M | +$5.4M | 25.4% |
| Mariner, LLC | 224,973 | +93,454 | $15.1M | +$5.1M | 71.0% |
| Munich Reinsurance Co Stock Corp in Munich | 92,428 | +74,751 | $6.3M | +$4.9M | 422.9% |
| Sumitomo Mitsui Trust Group, Inc. | 576,424 | +1,855 | $38.6M | -$4.9M | 0.3% |
| HighTower Advisors, LLC | 101,292 | +72,198 | $6.8M | +$4.6M | 248.2% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 206,177 | +79,944 | $13.8M | +$4.3M | 63.3% |
| Financial Sense Advisors, Inc. | 65,042 | +60,307 | $4.4M | +$4.0M | 1273.6% |
| Focus Partners Wealth | 97,855 | +62,812 | $6.6M | +$3.9M | 179.2% |
| Twin Tree Management, LP | 180,921 | +72,383 | $12.1M | +$3.9M | 66.7% |
| Cerity Partners LLC | 394,346 | +95,253 | $26.4M | +$3.8M | 31.8% |
| IFM Investors Pty Ltd | 58,175 | +9,627 | $3.9K | -$3.7M | 19.8% |
| FIRST HORIZON CORP | 52,314 | +51,177 | $3.5M | +$3.4M | 4501.1% |
| Parallax Volatility Advisers, L.P. | 718,019 | +38,919 | $48.1M | -$3.3M | 5.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 225,000 | +67,600 | $15.1M | +$3.2M | 42.9% |
| Azimuth Capital Investment Management LLC | 93,050 | +51,688 | $6.2M | +$3.1M | 125.0% |
| Empowered Funds, LLC | 58,711 | +47,557 | $3.9M | +$3.1M | 426.4% |
| Ruffer LLP | 57,606 | +45,512 | $3.9M | +$2.9M | 376.3% |
| Swedbank AB | 368,824 | +3,744 | $24.7M | -$2.9M | 1.0% |
| STRS OHIO | 281,630 | +8 | $18.8M | -$2.4M | 0.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 183,798 | +53,473 | $12.3M | +$2.4M | 41.0% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 39,072 | +36,260 | $2.6M | +$2.4M | 1289.5% |
| CONNING INC. | 436,710 | +19,523 | $29.2M | -$2.3M | 4.7% |
| National Pension Service | 161,607 | +49,003 | $10.8M | +$2.3M | 43.5% |
| Man Group plc | 808,575 | +123,231 | $54.1M | +$2.3M | 18.0% |
| Concurrent Investment Advisors, LLC | 70,280 | +35,239 | $3.1M | +$2.3M | 100.6% |
| Alberta Investment Management Corp | 65,800 | +36,500 | $4.4M | +$2.2M | 124.6% |
| SIMPLEX TRADING, LLC | 32,273 | +27,348 | $2.2M | +$2.2M | 555.3% |
| Pictet Asset Management Holding SA | 238,124 | +55,682 | $15.9M | +$2.1M | 30.5% |
| Banque Cantonale Vaudoise | 32,030 | +502 | $2.1M | +$2.1M | 1.6% |
| Spire Wealth Management | 28,093 | +27,411 | $1.9M | +$1.8M | 4019.2% |
| Illinois Municipal Retirement Fund | 210,889 | +277 | $14.1M | -$1.8M | 0.1% |
| OMERS ADMINISTRATION Corp | 36,092 | +27,940 | $2.4M | +$1.8M | 342.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32,644 | +27,323 | $2.2M | +$1.8M | 513.5% |
| Itau Unibanco Holding S.A. | 107,349 | +35,342 | $7.2M | +$1.7M | 49.1% |
| Skylands Capital, LLC | 43,425 | +27,850 | $2.9M | +$1.7M | 178.8% |
| Caprock Group, LLC | 35,010 | +26,231 | $2.4M | +$1.7M | 298.8% |
| PRINCIPAL FINANCIAL GROUP INC | 248,429 | +6,484 | $16.6M | -$1.7M | 2.7% |
| ALLIANCEBERNSTEIN L.P. | 411,655 | +68,739 | $27.6M | +$1.6M | 20.0% |
| ALPS ADVISORS INC | 341,441 | +18,106 | $22.9M | -$1.6M | 5.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 116,449 | +33,766 | $7.8M | +$1.5M | 40.8% |
| AlphaQuest LLC | 26,664 | +23,176 | $1.8M | +$1.5M | 664.4% |
| Crossmark Global Holdings, Inc. | 36,342 | +24,219 | $2.4M | +$1.5M | 199.8% |
| LAZARD ASSET MANAGEMENT LLC | 35,261 | +23,913 | $2.4M | +$1.5M | 210.7% |
| Rakuten Investment Management, Inc. | 25,882 | +19,887 | $1.8M | +$1.4M | 331.7% |
| Engineers Gate Manager LP | 43,983 | +23,136 | $2.9M | +$1.4M | 111.0% |
| LBP AM SA | 168,074 | +35,654 | $11.2M | +$1.2M | 26.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 40,353 | +19,225 | $2.7M | +$1.1M | 91.0% |
| Federation des caisses Desjardins du Quebec | 44,839 | +19,561 | $3.0M | +$1.1M | 77.4% |
| Entropy Technologies, LP | 21,905 | +16,728 | $1.5M | +$1.1M | 323.1% |
| AE Wealth Management LLC | 195,120 | +8,595 | $13.1M | -$1.0M | 4.6% |
| Corient Private Wealth LLC | 139,358 | +121,643 | $2.4M | +$1.0M | 686.7% |
| Global Retirement Partners, LLC | 16,741 | +15,364 | $1.1M | +$1.0M | 1115.8% |
| &PARTNERS | 31,264 | +17,476 | $2.1M | +$1.0M | 126.7% |
| CIBC Asset Management Inc | 51,214 | +19,101 | $3.4M | +$999.4K | 59.5% |
| SEI INVESTMENTS CO | 90,749 | +23,572 | $6.1M | +$994.4K | 35.1% |
| TD Asset Management Inc | 162,924 | +5,830 | $10.9M | -$974.9K | 3.7% |
| AXQ CAPITAL, LP | 17,178 | +14,403 | $1.1M | +$939.9K | 519.0% |
| MARTINGALE ASSET MANAGEMENT L P | 84,686 | +21,718 | $5.7M | +$906.4K | 34.5% |
| PICTON MAHONEY ASSET MANAGEMENT | 12,794 | +12,782 | $856.3K | +$856.3K | 106516.7% |
| Cetera Investment Advisers | 113,746 | +3,087 | $7.6M | -$755.0K | 2.8% |
| Creative Planning | 130,321 | +24,707 | $8.7M | +$735.9K | 23.4% |
| ARMISTICE CAPITAL, LLC | 96,487 | +1,421 | $6.5M | -$731.0K | 1.5% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 96,325 | +1,415 | $6.4M | -$730.1K | 1.5% |
| Impact Partnership Wealth, LLC | 16,084 | +10,654 | $1.1M | +$665.9K | 196.2% |
| Rock Point Advisors, LLC | 43,002 | +13,744 | $2.9M | +$665.6K | 47.0% |
| Walleye Trading LLC | 587,879 | +76,179 | $39.3M | +$652.0K | 14.9% |
| DARK FOREST CAPITAL MANAGEMENT LP | 39,160 | +13,090 | $2.6M | +$649.6K | 50.2% |
| Westerkirk Capital Inc. | 26,500 | +11,500 | $1.8M | +$639.3K | 76.7% |
| Erste Asset Management GmbH | 94,460 | +17,900 | $6.4M | +$623.9K | 23.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 322,226 | +26,777 | $21.7M | -$613.7K | 9.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 86,811 | +1,908 | $5.8M | -$610.1K | 2.2% |
| Sivia Capital Partners, LLC | 14,791 | +9,712 | $990.0K | +$605.9K | 191.2% |
| Elo Mutual Pension Insurance Co | 44,063 | +13,016 | $2.9M | +$601.4K | 41.9% |
| Advisory Services Network, LLC | 26,451 | +10,645 | $1.8M | +$575.2K | 67.3% |
| Versor Investments LP | 25,658 | +10,251 | $1.7M | +$552.2K | 66.5% |
| Inscription Capital, LLC | 14,376 | +8,758 | $962.2K | +$537.3K | 155.9% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 74,603 | +1,500 | $5.0M | -$534.9K | 2.0% |
| Resona Asset Management Co.,Ltd. | 68,166 | +819 | $4.6M | -$520.9K | 1.2% |
| Ceredex Value Advisors LLC | 196,750 | +29,250 | $13.2M | +$502.1K | 17.5% |
| Cyndeo Wealth Partners, LLC | 102,346 | +5,212 | $6.9M | -$495.2K | 5.4% |
| Machina Capital S.A.S. | 20,506 | +8,478 | $1.4M | +$462.9K | 70.5% |
| KLCM Advisors, Inc. | 126,899 | +20,626 | $8.5M | +$457.0K | 19.4% |
| Quadrature Capital Ltd | 18,731 | +8,162 | $1.3M | +$454.6K | 77.2% |
| M&G PLC | 118,754 | +8,123 | $8.0M | -$451.4K | 7.3% |
| XPONANCE, INC. | 65,493 | +1,557 | $4.4M | -$451.4K | 2.4% |
| NorthCrest Asset Manangement, LLC | 29,281 | +7,963 | $2.1M | +$447.4K | 37.4% |
| Merit Financial Group, LLC | 40,574 | +10,362 | $2.7M | +$431.0K | 34.3% |
| Vinva Investment Management Ltd | 14,413 | +7,179 | $977.6K | +$430.3K | 99.2% |
| BAILARD, INC. | 17,953 | +7,704 | $1.2M | +$426.6K | 75.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 24,794 | +8,332 | $1.7M | +$414.6K | 50.6% |
| Howard Capital Management Inc. | 12,791 | +6,846 | $856.1K | +$406.5K | 115.2% |
| Comprehensive Financial Consultants Institutional, Inc. | 58,013 | +1,360 | $3.9M | -$401.3K | 2.4% |
| ALLSTATE CORP | 13,904 | +6,888 | $930.6K | +$400.0K | 98.2% |
| MACQUARIE GROUP LTD | 87,461 | +4,794 | $5.9M | -$397.2K | 5.8% |
| Vident Advisory, LLC | 43,098 | +9,944 | $2.9M | +$377.5K | 30.0% |
| Skandinaviska Enskilda Banken AB (publ) | 106,007 | +17,026 | $7.1M | +$366.3K | 19.1% |
| SUMMIT SECURITIES GROUP LLC | 6,290 | +5,491 | $421.0K | +$360.6K | 687.2% |
| Wealthspire Advisors, LLC | 5,799 | +5,210 | $388.1K | +$343.6K | 884.5% |
| Optimist Retirement Group LLC | 8,617 | +5,533 | $576.7K | +$343.5K | 179.4% |
| ProShare Advisors LLC | 46,368 | +9,846 | $3.1M | +$341.6K | 26.9% |
| Tower Research Capital LLC (TRC) | 8,402 | +5,384 | $562.3K | +$334.1K | 178.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 45,631 | +862 | $3.1M | -$331.3K | 1.9% |
| Sterling Capital Management LLC | 32,714 | +8,134 | $2.2M | +$330.8K | 33.1% |
| AVIVA PLC | 179,096 | +16,209 | $12.0M | -$330.6K | 9.9% |
| WESTPAC BANKING CORP | 5,490 | +4,992 | $367.4K | +$329.8K | 1002.4% |
| Czech National Bank | 51,523 | +1,603 | $3.4M | -$326.5K | 3.2% |
| Voya Investment Management LLC | 45,797 | +1,305 | $3.1M | -$299.3K | 2.9% |
| Farther Finance Advisors, LLC | 7,142 | +4,334 | $478.0K | +$265.7K | 154.3% |
| MAVERICK CAPITAL LTD | 35,479 | +649 | $2.4M | -$259.2K | 1.9% |
| HARRELL INVESTMENT PARTNERS, LLC | 32,400 | +314 | $2.2M | -$257.8K | 1.0% |
| MUFG Securities EMEA plc | 8,010 | +4,248 | $536.1K | +$251.6K | 112.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 38,529 | +1,108 | $2.6M | -$251.0K | 3.0% |
| Arvest Bank Trust Division | 13,308 | +4,758 | $890.7K | +$244.2K | 55.6% |
| Unison Advisors LLC | 30,401 | +347 | $2.1M | -$237.6K | 1.1% |
| SHARIAPORTFOLIO, INC. | 28,222 | +135 | $1.9M | -$235.1K | 0.5% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 26,956 | +100 | $1.8M | -$226.7K | 0.4% |
| ABN AMRO INVESTMENT SOLUTIONS | 7,485 | +4,821 | $501.0K | +$225.8K | 181.0% |
| Caerus Investment Advisors, LLC | 14,461 | +4,618 | $967.9K | +$223.5K | 46.9% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 28,429 | +329 | $1.9M | -$222.2K | 1.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 26,242 | +161 | $1.8M | -$215.9K | 0.6% |
| Vontobel Holding Ltd. | 49,653 | +8,514 | $3.3M | +$212.3K | 20.7% |
| SYON CAPITAL LLC | 8,688 | +3,788 | $581.5K | +$210.9K | 77.3% |
| OFI INVEST ASSET MANAGEMENT | 6,822 | +2,947 | $456.6K | +$207.2K | 76.0% |
| L2 Asset Management, LLC | 45,571 | +2,571 | $3.1M | -$201.6K | 6.0% |
| Investment Management Corp of Ontario | 13,557 | +4,136 | $907.4K | +$195.0K | 43.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 478,965 | +38,739 | $33.2M | -$186.3K | 8.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 35,358 | +6,502 | $2.4M | +$184.4K | 22.5% |
| EverSource Wealth Advisors, LLC | 11,280 | +3,718 | $755.0K | +$183.1K | 49.2% |
| COOKSON PEIRCE & CO INC | 13,297 | +3,939 | $890.0K | +$182.3K | 42.1% |
| Parcion Private Wealth LLC | 8,453 | +3,336 | $565.8K | +$178.8K | 65.2% |
| Johnson Financial Group, Inc. | 23,208 | +407 | $1.6M | -$170.6K | 1.8% |
| Integrated Wealth Concepts LLC | 17,305 | +4,237 | $1.2M | +$170.1K | 32.4% |
| Trust Investment Advisors | 26,441 | +803 | $1.8M | -$169.1K | 3.1% |
| AFFINITY INVESTMENT ADVISORS, LLC | 19,556 | +66 | $1.3M | -$165.0K | 0.3% |
| Arjuna Capital | 20,673 | +195 | $1.4M | -$164.9K | 0.9% |
| Buckley Wealth Management, LLC | 18,565 | +20 | $1.2M | -$159.8K | 0.1% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 20,649 | +322 | $1.4M | -$155.1K | 1.6% |
| Focus Financial Network, Inc. | 5,816 | +2,626 | $395.4K | +$154.2K | 82.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,300 | +2,264 | $2.5M | -$152.9K | 6.5% |
| Sequoia Financial Advisors, LLC | 11,246 | +3,270 | $752.7K | +$149.6K | 41.0% |
| Chicago Partners Investment Group LLC | 12,437 | +872 | $833.9K | -$135.9K | 7.5% |
| Vanguard Personalized Indexing Management, LLC | 50,803 | +4,065 | $3.4M | -$134.1K | 8.7% |
| Linden Thomas Advisory Services, LLC | 16,637 | +152 | $1.1M | -$133.1K | 0.9% |
| Donoghue Forlines LLC | 20,045 | +633 | $1.3M | -$126.3K | 3.3% |
| Mork Capital Management, LLC | 16,220 | +3,530 | $1.1M | +$126.0K | 27.8% |
| Focus Partners Advisor Solutions, LLC | 35,432 | +6,371 | $2.4M | +$124.6K | 21.9% |
| Waverly Advisors, LLC | 10,207 | +2,738 | $683.2K | +$118.3K | 36.6% |
| B. Metzler seel. Sohn & Co. AG | 14,230 | +83 | $952.4K | -$117.4K | 0.6% |
| Rafferty Asset Management, LLC | 26,644 | +4,594 | $1.8M | +$115.9K | 20.8% |
| MAGNOLIA CAPITAL ADVISORS LLC | 16,195 | +341 | $1.1M | -$115.0K | 2.1% |
| Procyon Advisors, LLC | 25,760 | +4,445 | $1.7M | +$112.3K | 20.9% |
| WBI INVESTMENTS, LLC | 14,101 | +181 | $943.8K | -$108.8K | 1.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 14,004 | +3,029 | $937.3K | +$107.4K | 27.6% |
| HB Wealth Management, LLC | 9,754 | +2,486 | $652.9K | +$103.3K | 34.2% |
| PNC Financial Services Group, Inc. | 31,246 | +2,252 | $2.1M | -$101.3K | 7.8% |
| PRINCIPAL SECURITIES, INC. | 18,258 | +760 | $1.2M | -$101.2K | 4.3% |
| WADDELL & ASSOCIATES, LLC | 7,743 | +2,226 | $518.2K | +$101.0K | 40.3% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 11,620 | +52 | $777.7K | -$97.1K | 0.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 12,363 | +177 | $827.4K | -$94.1K | 1.4% |
| CSS LLC/IL | 14,680 | +2,900 | $982.5K | +$91.7K | 24.6% |
| Clearstead Advisors, LLC | 21,635 | +1,274 | $1.4M | -$91.7K | 6.3% |
| Krilogy Financial LLC | 20,340 | +4,614 | $1.4M | +$85.8K | 29.3% |
| Kestra Advisory Services, LLC | 14,123 | +2,693 | $945.2K | +$80.9K | 23.6% |
| Versant Capital Management, Inc | 3,704 | +1,449 | $247.9K | +$77.4K | 64.3% |
| MISSION WEALTH MANAGEMENT, LP | 11,235 | +277 | $752.0K | -$76.7K | 2.5% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 11,442 | +316 | $765.8K | -$75.6K | 2.8% |
| MGO ONE SEVEN LLC | 44,278 | +6,059 | $3.0M | +$73.4K | 15.8% |
| OSAIC HOLDINGS, INC. | 18,229 | +2,809 | $1.2M | +$71.7K | 18.2% |
| Summit Trail Advisors, LLC | 24,964 | +1,836 | $1.7M | -$71.7K | 7.9% |
| SYM FINANCIAL Corp | 4,192 | +1,376 | $280.6K | +$67.6K | 48.9% |
| CHOREO, LLC | 15,920 | +939 | $1.1M | -$67.6K | 6.3% |
| One Wealth Advisors, LLC | 7,395 | +1,731 | $494.9K | +$66.6K | 30.6% |
| Canada Post Corp Registered Pension Plan | 1,484 | +1,040 | $99.3K | +$65.7K | 234.2% |
| Allegiance Financial Group Advisory Services LLC | 4,815 | +1,453 | $322.3K | +$64.8K | 43.2% |
| ROTHSCHILD INVESTMENT LLC | 9,175 | +1,910 | $614.1K | +$64.7K | 26.3% |
| Forum Financial Management, LP | 4,110 | +1,285 | $275.1K | +$61.5K | 45.5% |
| Frank, Rimerman Advisors LLC | 7,439 | +73 | $497.9K | -$59.1K | 1.0% |
| Pallas Capital Advisors LLC | 38,202 | +5,167 | $2.6M | +$58.8K | 15.6% |
| Abel Hall, LLC | 7,181 | +49 | $480.6K | -$58.7K | 0.7% |
| PETTYJOHN, WOOD & WHITE, INC | 7,576 | +97 | $507.1K | -$58.5K | 1.3% |
| MML INVESTORS SERVICES, LLC | 13,611 | +794 | $911.0K | -$58.3K | 6.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 7,211 | +71 | $482.2K | -$57.5K | 1.0% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 7,884 | +1,179 | $569.0K | +$53.0K | 17.6% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 3,905 | +1,132 | $261.4K | +$51.7K | 40.8% |
| Atria Investments, Inc | 15,435 | +2,456 | $1.0M | +$51.6K | 18.9% |
| Krane Funds Advisors LLC | 5,163 | +151 | $345.6K | -$51.1K | 3.0% |
| SJS Investment Consulting Inc. | 1,011 | +757 | $67.7K | +$48.5K | 298.0% |
| Impact Capital Partners LLC | 6,336 | +94 | $424.1K | -$48.0K | 1.5% |
| NEOS Investment Management LLC | 16,195 | +2,489 | $1.1M | +$47.5K | 18.1% |
| TRANSCEND CAPITAL ADVISORS, LLC | 6,772 | +1,384 | $453.3K | +$45.8K | 25.7% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 672 | +665 | $45.0K | +$44.4K | 9500.0% |
| Prestige Wealth Management Group LLC | 636 | +530 | $52.5K | +$44.4K | 500.0% |
| Perigon Wealth Management, LLC | 7,504 | +1,426 | $502.2K | +$42.6K | 23.5% |
| Norinchukin Bank, The | 12,415 | +864 | $830.9K | -$42.6K | 7.5% |
| Ballentine Partners, LLC | 5,069 | +1,130 | $339.3K | +$41.4K | 28.7% |
| Siemens Fonds Invest GmbH | 6,178 | +1,167 | $419.1K | +$40.1K | 23.3% |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 5,248 | +76 | $351.2K | -$39.9K | 1.5% |
| Savvy Advisors, Inc. | 8,016 | +1,445 | $536.5K | +$39.6K | 22.0% |
| Aaron Wealth Advisors LLC | 7,879 | +1,423 | $527.3K | +$39.1K | 22.0% |
| Centennial Wealth Advisory LLC | 7,041 | +313 | $471.3K | -$37.5K | 4.7% |
| Probity Advisors, Inc. | 5,182 | +1,078 | $346.8K | +$36.5K | 26.3% |
| Kaufman Rossin Wealth, LLC | 4,204 | +25 | $281.4K | -$34.6K | 0.6% |
| Bayforest Capital Ltd | 10,551 | +1,647 | $706.2K | +$32.9K | 18.5% |
| EVOKE WEALTH, LLC | 5,896 | +1,088 | $400.0K | +$32.5K | 22.6% |
| MidWestOne Financial Group, Inc. | 3,723 | +856 | $249.2K | +$32.4K | 29.9% |
| Ascent Group, LLC | 15,174 | +1,327 | $1.0M | -$31.5K | 9.6% |
| Sowell Financial Services LLC | 6,912 | +385 | $462.7K | -$30.9K | 5.9% |
| Lebenthal Global Advisors, LLC | 12,586 | +1,847 | $842.4K | +$30.3K | 17.2% |
| Orion Porfolio Solutions, LLC | 4,725 | +150 | $316.3K | -$29.7K | 3.3% |
| GHE, LLC | 20,738 | +2,000 | $1.4M | -$29.0K | 10.7% |
| DANSKE BANK A/S | 123,620 | +13,823 | $8.3M | -$29.0K | 12.6% |
| Activest Wealth Management | 458 | +424 | $30.7K | +$28.1K | 1247.0% |
| QUADRANT CAPITAL GROUP LLC | 6,486 | +377 | $434.1K | -$27.9K | 6.2% |
| Prosperity Consulting Group, LLC | 3,337 | +21 | $223.3K | -$27.4K | 0.6% |
| Ancora Advisors LLC | 416 | +409 | $27.8K | +$27.3K | 5842.9% |
| EdgeRock Capital LLC | 3,179 | +12 | $212.8K | -$26.7K | 0.4% |
| Cheviot Value Management, LLC | 5,000 | +775 | $327.8K | -$26.5K | 18.3% |
| Lido Advisors, LLC | 12,348 | +430 | $938.5K | +$26.2K | 3.6% |
| Compound Planning, Inc. | 3,673 | +78 | $245.8K | -$26.0K | 2.2% |
| MOODY NATIONAL BANK TRUST DIVISION | 3,476 | +56 | $232.6K | -$26.0K | 1.6% |
| Applied Finance Capital Management, LLC | 4,270 | +157 | $285.8K | -$25.2K | 3.8% |
| Westfuller Advisors, LLC | 1,338 | +470 | $90.9K | +$24.6K | 54.1% |
| BROWN BROTHERS HARRIMAN & CO | 1,364 | +479 | $91.3K | +$24.4K | 54.1% |
| Hoxton Planning & Management, LLC | 3,573 | +94 | $239.1K | -$23.9K | 2.7% |
| High Note Wealth, LLC | 2,687 | +625 | $179.8K | +$23.9K | 30.3% |
| Arkadios Wealth Advisors | 7,886 | +592 | $527.8K | -$23.8K | 8.1% |
| WHITTIER TRUST CO | 671 | +350 | $48.4K | +$23.8K | 109.0% |
| QTR Family Wealth, LLC | 3,402 | +30 | $231.5K | -$23.5K | 0.9% |
| Deseret Mutual Benefit Administrators | 4,785 | +244 | $320.3K | -$23.1K | 5.4% |
| SAXON INTERESTS, INC. | 6,434 | +297 | $430.6K | -$21.3K | 4.8% |
| HighMark Wealth Management LLC | 2,410 | +30 | $161.3K | -$18.7K | 1.3% |
| JOURNEY STRATEGIC WEALTH LLC | 3,220 | +144 | $215.5K | -$17.1K | 4.7% |
| RIVERSEDGE ADVISORS, LLC | 3,273 | +597 | $219.1K | +$16.7K | 22.3% |
| International Private Wealth Advisors LLC | 3,345 | +165 | $223.9K | -$16.6K | 5.2% |
| CIDEL ASSET MANAGEMENT INC | 4,680 | +324 | $313.2K | -$16.2K | 7.4% |
| Mediolanum International Funds Ltd | 21,261 | +1,991 | $1.4M | -$15.8K | 10.3% |
| RICHARDSON FINANCIAL SERVICES INC. | 800 | +290 | $53.5K | +$15.0K | 56.9% |
| Avory & Company, LLC | 3,479 | +210 | $232.9K | -$14.3K | 6.4% |
| SIGNATUREFD, LLC | 1,894 | +37 | $126.7K | -$13.7K | 2.0% |
| MAI Capital Management | 2,711 | +132 | $181.5K | -$13.6K | 5.1% |
| Parallel Advisors, LLC | 2,822 | +145 | $188.9K | -$13.6K | 5.4% |
| UMB Bank, n.a. | 3,158 | +185 | $211.4K | -$13.5K | 6.2% |
| EARNED WEALTH ADVISORS, LLC | 4,948 | +744 | $331.2K | +$13.3K | 17.7% |
| FIFTH THIRD BANCORP | 9,183 | +898 | $614.6K | -$11.9K | 10.8% |
| M&T Bank Corp | 12,639 | +1,298 | $845.9K | -$11.8K | 11.4% |
| LSV ASSET MANAGEMENT | 1,308,288 | +88 | $87.6K | -$11.4K | 0.0% |
| Quest 10 Wealth Builders, Inc. | 441 | +180 | $29.5K | +$10.9K | 69.0% |
| SILVER OAK SECURITIES, INCORPORATED | 3,546 | +505 | $240.5K | +$10.6K | 16.6% |
| HUNTINGTON NATIONAL BANK | 1,611 | +313 | $107.8K | +$9.7K | 24.1% |
| Essex Financial Services, Inc. | 3,260 | +499 | $218.2K | +$9.4K | 18.1% |
| Sound Income Strategies, LLC | 229 | +139 | $15.5K | +$8.7K | 154.4% |
| MJT & Associates Financial Advisory Group, Inc. | 300 | +150 | $20.1K | +$8.7K | 100.0% |
| TD Waterhouse Canada Inc. | 1,280 | +78 | $85.7K | -$7.3K | 6.5% |
| Trivium Point Advisory, LLC | 3,492 | +495 | $233.7K | +$7.1K | 16.5% |
| Carolina Wealth Advisors, LLC | 803 | +4 | $53.7K | -$6.7K | 0.5% |
| ORG Partners LLC | 122 | +99 | $8.2K | +$6.4K | 430.4% |
| JFS WEALTH ADVISORS, LLC | 188 | +102 | $12.6K | +$6.1K | 118.6% |
| BI Asset Management Fondsmaeglerselskab A/S | 102,749 | +91,841 | $6.9K | +$6.1K | 842.0% |
| North Star Investment Management Corp. | 213 | +101 | $14.3K | +$5.8K | 90.2% |
| Rosenberg Matthew Hamilton | 1,217 | +67 | $81.5K | -$5.5K | 5.8% |
| Smartleaf Asset Management LLC | 1,203 | +59 | $81.6K | -$5.0K | 5.2% |
| MassMutual Private Wealth & Trust, FSB | 672 | +15 | $45.0K | -$4.7K | 2.3% |
| Root Financial Partners, LLC | 538 | +121 | $36.0K | +$4.5K | 29.0% |
| True Wealth Design, LLC | 2,048 | +289 | $137.1K | +$4.1K | 16.4% |
| Quaker Wealth Management, LLC | 489 | +8 | $32.7K | -$3.6K | 1.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,698 | +50,991 | $6.5K | +$3.2K | 111.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,719 | +503 | $315.8K | -$3.0K | 11.9% |
| SG Americas Securities, LLC | 64,445 | +44,494 | $4.3K | +$2.8K | 223.0% |
| Rossby Financial, LCC | 129 | +51 | $8.6K | +$2.6K | 65.4% |
| CYBER HORNET ETFs LLC | 549 | +31 | $36.7K | -$2.4K | 6.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 286,857 | +5,227 | $19.2K | -$2.1K | 1.9% |
| TRUST CO OF VERMONT | 408 | +74 | $27.3K | +$2.0K | 22.1% |
| CAPTRUST FINANCIAL ADVISORS | 78,968 | +9,052 | $5.3M | -$1.8K | 12.9% |
| Bruce G. Allen Investments, LLC | 109 | +34 | $7.3K | +$1.6K | 45.3% |
| Parkside Financial Bank & Trust | 894 | +83 | $59.8K | -$1.5K | 10.2% |
| Strategic Advocates LLC | 152 | +35 | $10.3K | +$1.5K | 29.9% |
| CWM, LLC | 227,308 | +43,466 | $15.2K | +$1.3K | 23.6% |
| ELEVATION WEALTH PARTNERS, LLC | 49 | +22 | $3.3K | +$1.2K | 81.5% |
| ALGERT GLOBAL LLC | 22,410 | +18,660 | $1.5K | +$1.2K | 497.6% |
| Vise Technologies, Inc. | 4,230 | +501 | $283.1K | +$1.1K | 13.4% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 186,475 | +7,270 | $12.5K | -$1.1K | 4.0% |
| Handelsbanken Fonder AB | 53,000 | +19,694 | $3.5K | +$1.0K | 59.1% |
| Strengthening Families & Communities, LLC | 116 | +2 | $7.7K | -$895 | 1.8% |
| VAN ECK ASSOCIATES CORP | 109,100 | +879 | $7.3K | -$882 | 0.8% |
| Bay Harbor Wealth Management, LLC | 33 | +15 | $2.2K | +$875 | 83.3% |
| Thrivent Financial for Lutherans | 19,183 | +11,231 | $1.3K | +$683 | 141.2% |
| Mn Services Vermogensbeheer B.V. | 76,044 | +1,019 | $5.1K | -$583 | 1.4% |
| Fortitude Family Office, LLC | 92 | +3 | $6.2K | -$572 | 3.4% |
| DiNuzzo Private Wealth, Inc. | 129 | +4 | $8.6K | -$565 | 3.2% |
| CVA Family Office, LLC | 144 | +24 | $9.6K | +$564 | 20.0% |
| Rakuten Securities, Inc. | 24 | +10 | $1.6K | +$547 | 71.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 681 | +72 | $45.6K | -$474 | 11.8% |
| NBC SECURITIES, INC. | 62 | +12 | $4.1K | +$368 | 24.0% |
| Valued Wealth Advisors LLC | 18 | +7 | $1.2K | +$315 | 63.6% |
| Daiwa Securities Group Inc. | 42,541 | +9,036 | $2.8K | +$314 | 27.0% |
| AMALGAMATED BANK | 39,633 | +2,307 | $2.7K | -$170 | 6.2% |
| American Capital Advisory, LLC | 8 | +3 | $536 | +$157 | 60.0% |
| STONERIDGE INVESTMENT PARTNERS LLC | 25,672 | +1,278 | $1.7K | -$127 | 5.2% |
| FINANCIAL CONSULATE, INC | 21 | +4 | $1.4K | +$120 | 23.5% |
| Allspring Global Investments Holdings, LLC | 9,190 | +972 | $635.8K | +$101 | 11.8% |
| BESSEMER GROUP INC | 8,410 | +259 | $563 | -$54 | 3.2% |
| Retirement Wealth Solutions LLC | 3 | +1 | $201 | +$49 | 50.0% |
| HANTZ FINANCIAL SERVICES, INC. | 568 | +472 | $38 | +$31 | 491.7% |
| Cornerstone Planning Group LLC | 6 | +1 | $393 | -$23 | 20.0% |
| CX Institutional | 7,898 | +605 | $529 | -$22 | 8.3% |
| HFM Investment Advisors, LLC | 15 | +2 | $1.0K | +$21 | 15.4% |
| CHASE INVESTMENT COUNSEL CORP | 3,528 | +562 | $236 | +$12 | 18.9% |
| VALLEY NATIONAL ADVISERS INC | 165 | +2 | $11 | -$1 | 1.2% |
| HARBOR CAPITAL ADVISORS, INC. | 394 | +57 | $26 | +$1 | 16.9% |
| Janney Montgomery Scott LLC | 12,415 | +1,427 | $831 | $0 | 13.0% |