13F QoQ Ownership Changes
BRO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 136 new · 287 added · 452 reduced · 141 exited
New Positions(136)
Added To(287)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 37,634,847 | +303,955 | $3.00B | -$501.8M | 0.8% |
| BlackRock, Inc. | 21,770,945 | +796,956 | $1.74B | -$232.0M | 3.8% |
| Capital World Investors | 17,886,395 | +407,006 | $1.43B | -$213.8M | 2.3% |
| Select Equity Group, L.P. | 9,434,802 | +3,358,403 | $752.0M | +$182.0M | 55.3% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 4,538,584 | +2,589,048 | $361.7M | +$178.9M | 132.8% |
| NORGES BANK | 6,484,778 | +3,091,647 | $516.8M | +$165.3M | 91.1% |
| STATE STREET CORP | 13,403,814 | +282,988 | $1.07B | -$162.3M | 2.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 7,952,957 | +118,225 | $631.5M | -$100.4M | 1.5% |
| BARCLAYS PLC | 2,981,838 | +466,677 | $330.6M | +$94.7M | 18.6% |
| DEUTSCHE BANK AG\ | 3,929,461 | +1,361,934 | $313.2M | +$72.4M | 53.0% |
| MILLENNIUM MANAGEMENT LLC | 748,610 | +649,911 | $59.7M | +$50.4M | 658.5% |
| Allspring Global Investments Holdings, LLC | 2,802,327 | +57,274 | $217.5M | -$37.1M | 2.1% |
| Giverny Capital Inc. | 772,520 | +450,274 | $61.6M | +$31.3M | 139.7% |
| Fenimore Asset Management Inc | 2,183,511 | +27,056 | $174.0M | -$28.2M | 1.3% |
| Quantum Capital Management, LLC / NJ | 649,855 | +388,059 | $51.8M | +$27.2M | 148.2% |
| CIBC Asset Management Inc | 432,392 | +355,132 | $34.4M | +$27.1M | 459.6% |
| GOLDMAN SACHS GROUP INC | 2,183,346 | +54,242 | $174.0M | -$25.7M | 2.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,753,576 | +46,622 | $139.8M | -$20.3M | 2.7% |
| BNP PARIBAS FINANCIAL MARKETS | 609,825 | +289,638 | $48.6M | +$18.6M | 90.5% |
| UBS Group AG | 1,972,258 | +475,951 | $157.2M | +$16.9M | 31.8% |
| ProShare Advisors LLC | 1,849,673 | +150,004 | $147.4M | -$12.0M | 8.8% |
| JPMORGAN CHASE & CO | 2,422,970 | +491,131 | $193.1M | +$11.9M | 25.4% |
| Quantbot Technologies LP | 158,455 | +149,540 | $12.6M | +$11.8M | 1677.4% |
| MACKENZIE FINANCIAL CORP | 172,852 | +144,576 | $13.8M | +$11.2M | 511.3% |
| Gobi Capital LLC | 1,428,677 | +332,474 | $113.9M | +$11.1M | 30.3% |
| Sumitomo Mitsui Trust Group, Inc. | 833,045 | +12,155 | $66.4M | -$10.6M | 1.5% |
| Polar Capital Holdings Plc | 925,000 | +250,000 | $73.7M | +$10.4M | 37.0% |
| DIMENSIONAL FUND ADVISORS LP | 1,723,389 | +152,874 | $137.4M | -$9.9M | 9.7% |
| CITIGROUP INC | 412,979 | +159,945 | $32.9M | +$9.2M | 63.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 671,735 | +29,502 | $52.1M | -$8.1M | 4.6% |
| Y-Intercept (Hong Kong) Ltd | 111,925 | +100,135 | $8.9M | +$7.8M | 849.3% |
| JACKSON HILL ADVISORS, LLC | 170,000 | +105,000 | $13.5M | +$7.5M | 161.5% |
| ExodusPoint Capital Management, LP | 194,797 | +107,147 | $15.5M | +$7.3M | 122.2% |
| National Pension Service | 503,604 | +151,373 | $40.1M | +$7.1M | 43.0% |
| RENAISSANCE TECHNOLOGIES LLC | 1,074,000 | +87,000 | $85.6M | -$7.0M | 8.8% |
| Dundas Partners LLP | 666,803 | +33,262 | $53.1M | -$6.3M | 5.3% |
| Vest Financial, LLC | 552,994 | +19,503 | $44.1M | -$6.0M | 3.6% |
| Amundi | 568,106 | +27,013 | $45.3M | -$5.8M | 5.0% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 425,746 | +2,155 | $33.9M | -$5.8M | 0.5% |
| SCHWARTZ INVESTMENT COUNSEL INC | 555,400 | +23,000 | $44.3M | -$5.7M | 4.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 413,319 | +114,959 | $32.9M | +$5.0M | 38.5% |
| State of Tennessee, Department of Treasury | 202,621 | +99,153 | $14.6M | +$4.9M | 95.8% |
| IFM Investors Pty Ltd | 52,619 | +361 | $4.2K | -$4.9M | 0.7% |
| Squarepoint Ops LLC | 317,879 | +1,407 | $25.3M | -$4.3M | 0.4% |
| ABN AMRO INVESTMENT SOLUTIONS | 461,567 | +23,823 | $36.8M | -$4.2M | 5.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 503,259 | +32,020 | $40.1M | -$4.1M | 6.8% |
| DF DENT & CO INC | 386,955 | +101,492 | $30.8M | +$4.1M | 35.5% |
| MUFG Securities EMEA plc | 57,425 | +51,817 | $4.6M | +$4.1M | 924.0% |
| Rathbones Group PLC | 980,954 | +186,251 | $78.2M | +$3.6M | 23.4% |
| XTX Topco Ltd | 41,738 | +37,631 | $3.3M | +$2.9M | 916.3% |
| ALLIANCEBERNSTEIN L.P. | 308,834 | +16,514 | $24.6M | -$2.8M | 5.6% |
| Rockefeller Capital Management L.P. | 62,504 | +38,738 | $5.0M | +$2.8M | 163.0% |
| Invesco Ltd. | 2,858,421 | +456,412 | $227.8M | +$2.5M | 19.0% |
| LPL Financial LLC | 277,444 | +15,663 | $22.1M | -$2.4M | 6.0% |
| Baird Financial Group, Inc. | 181,163 | +1,774 | $14.4M | -$2.4M | 1.0% |
| Running Oak Capital LLC | 168,143 | +572 | $13.4M | -$2.3M | 0.3% |
| AVIVA PLC | 239,542 | +11,745 | $19.1M | -$2.3M | 5.2% |
| PhiloSmith Capital Corp | 317,450 | +25,000 | $25.3M | -$2.1M | 8.5% |
| Chevy Chase Trust Holdings, LLC | 150,366 | +834 | $12.0M | -$2.0M | 0.6% |
| TRANSCEND CAPITAL ADVISORS, LLC | 29,410 | +24,733 | $2.3M | +$1.9M | 528.8% |
| Korea Investment CORP | 150,298 | +42,348 | $12.0M | +$1.9M | 39.2% |
| CITADEL ADVISORS LLC | 152,259 | +41,608 | $12.1M | +$1.8M | 37.6% |
| FRANKLIN RESOURCES INC | 125,286 | +1,924 | $10.0M | -$1.6M | 1.6% |
| Asset Management One Co., Ltd. | 124,818 | +1,133 | $10.1M | -$1.5M | 0.9% |
| MATTERN CAPITAL MANAGEMENT, LLC | 137,386 | +5,007 | $10.9M | -$1.5M | 3.8% |
| Quantinno Capital Management LP | 113,037 | +1,533 | $9.0M | -$1.4M | 1.4% |
| JANE STREET GROUP, LLC | 85,683 | +27,824 | $6.8M | +$1.4M | 48.1% |
| SPRING CAPITAL MANAGEMENT, LLC | 101,631 | +1,121 | $8.1M | -$1.3M | 1.1% |
| WHITTIER TRUST CO OF NEVADA INC | 88,656 | +11 | $7.1M | -$1.3M | 0.0% |
| Lansforsakringar Fondforvaltning AB (publ) | 88,571 | +3 | $7.1M | -$1.2M | 0.0% |
| STRS OHIO | 23,418 | +16,747 | $1.9M | +$1.2M | 251.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 164,772 | +12,110 | $13.1M | -$1.2M | 7.9% |
| Verition Fund Management LLC | 928,061 | +151,794 | $74.0M | +$1.2M | 19.6% |
| GHP Investment Advisors, Inc. | 96,928 | +26,887 | $7.7M | +$1.2M | 38.4% |
| Banque Cantonale Vaudoise | 13,342 | +3,416 | $1.1M | +$1.1M | 34.4% |
| Creative Planning | 99,455 | +4,275 | $7.9M | -$1.0M | 4.5% |
| JONES FINANCIAL COMPANIES LLLP | 74,583 | +459 | $6.0M | -$1000.0K | 0.6% |
| DANSKE BANK A/S | 202,363 | +19,800 | $16.1M | -$994.3K | 10.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,951 | +591 | $5.8M | -$972.4K | 0.8% |
| Russell Investments Group, Ltd. | 318,440 | +37,485 | $25.4M | -$948.5K | 13.3% |
| SEI INVESTMENTS CO | 570,986 | +76,528 | $45.5M | -$867.1K | 15.5% |
| Invst, LLC | 24,172 | +14,357 | $1.9M | +$838.3K | 146.3% |
| Czech National Bank | 77,423 | +3,008 | $6.2M | -$808.8K | 4.0% |
| Mariner, LLC | 78,182 | +3,492 | $6.2M | -$774.0K | 4.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 139,418 | +12,700 | $11.1M | -$773.3K | 10.0% |
| Maridea Wealth Management LLC | 23,442 | +10,905 | $1.9M | +$771.1K | 87.0% |
| DNB Asset Management AS | 57,988 | +506 | $4.6M | -$769.6K | 0.9% |
| BROWN ADVISORY INC | 14,322 | +10,205 | $1.1M | +$755.3K | 247.9% |
| Suncoast Equity Management | 23,712 | +11,143 | $1.9M | +$711.0K | 88.7% |
| ALLSTATE CORP | 21,182 | +10,332 | $1.7M | +$670.6K | 95.2% |
| PNC Financial Services Group, Inc. | 53,993 | +1,271 | $4.3M | -$641.6K | 2.4% |
| Utah Retirement Systems | 46,613 | +551 | $3.7M | -$605.1K | 1.2% |
| Dynamic Technology Lab Private Ltd | 11,253 | +7,932 | $897.0K | +$586.0K | 238.8% |
| M&T Bank Corp | 18,546 | +8,859 | $1.5M | +$570.1K | 91.5% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 60,380 | +15,096 | $4.8M | +$565.1K | 33.3% |
| Balyasny Asset Management L.P. | 26,601 | +10,007 | $2.1M | +$563.7K | 60.3% |
| Tributary Capital Management, LLC | 18,539 | +7,387 | $1.6M | +$563.6K | 66.2% |
| Stonebridge Financial Group, LLC | 59,312 | +2,989 | $4.7M | -$555.4K | 5.3% |
| Westbourne Investment Advisors, Inc. | 63,849 | +3,885 | $5.1M | -$535.3K | 6.5% |
| Boston Trust Walden Corp | 86,294 | +18,627 | $6.9M | +$531.1K | 27.5% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 40,194 | +466 | $3.2M | -$522.6K | 1.2% |
| Cynosure Group, LLC | 10,574 | +7,018 | $842.7K | +$509.2K | 197.3% |
| Integrity Financial Corp /WA | 35,777 | +1 | $2.9M | -$504.0K | 0.0% |
| STEPHENS INC /AR/ | 44,028 | +1,284 | $3.5M | -$499.9K | 3.0% |
| SAWGRASS ASSET MANAGEMENT LLC | 71,129 | +15,732 | $5.7M | +$473.3K | 28.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 172,518 | +20,380 | $13.8M | -$467.4K | 13.4% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 33,652 | +100 | $2.7M | -$464.8K | 0.3% |
| Independent Advisor Alliance | 33,805 | +162 | $2.7M | -$461.2K | 0.5% |
| NISA INVESTMENT ADVISORS, LLC | 52,818 | +3,392 | $4.2M | -$426.1K | 6.9% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 29,251 | +19 | $2.3M | -$410.3K | 0.1% |
| Elser Financial Planning, Inc | 29,533 | +4 | $2.4M | -$405.7K | 0.0% |
| XPONANCE, INC. | 47,954 | +2,909 | $3.8M | -$402.8K | 6.5% |
| Steward Partners Investment Advisory, LLC | 28,268 | +61 | $2.3M | -$392.6K | 0.2% |
| CRAWFORD INVESTMENT COUNSEL INC | 28,750 | +170 | $2.3M | -$389.2K | 0.6% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 8,799 | +5,311 | $701.2K | +$374.1K | 152.3% |
| Delta Global Management LP | 26,228 | +200 | $2.1M | -$350.8K | 0.8% |
| MIZUHO SECURITIES USA LLC | 21,380 | +40 | $1.7M | -$345.0K | 0.2% |
| Southeast Asset Advisors, LLC | 48,683 | +10,984 | $3.9M | +$344.2K | 29.1% |
| Advisory Services Network, LLC | 36,004 | +8,921 | $2.9M | +$329.4K | 32.9% |
| BARR E S & CO | 362,669 | +57,971 | $28.9M | +$327.1K | 19.0% |
| Avanza Fonder AB | 30,139 | +7,949 | $2.4M | +$320.9K | 35.8% |
| AssuredPartners Investment Advisors, LLC | 8,381 | +4,620 | $668.0K | +$315.2K | 122.8% |
| JANUS HENDERSON GROUP PLC | 26,156 | +611 | $2.1M | -$311.0K | 2.4% |
| RMR Capital Management, LLC | 7,698 | +4,258 | $613.5K | +$290.9K | 123.8% |
| Trueblood Wealth Management, LLC | 19,675 | +121 | $1.6M | -$265.9K | 0.6% |
| Davidson Kahn Capital Management, LLC | 33,290 | +7,822 | $2.7M | +$264.5K | 30.7% |
| Summit Trail Advisors, LLC | 20,555 | +268 | $1.6M | -$264.5K | 1.3% |
| PRUDENTIAL PLC | 15,629 | +5,024 | $1.2M | +$251.0K | 47.4% |
| Investment Management Corp of Ontario | 19,482 | +5,584 | $1.6M | +$249.2K | 40.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,635 | +4,848 | $1.2M | +$248.5K | 49.5% |
| Fiduciary Trust Co | 20,577 | +764 | $1.6M | -$218.3K | 3.9% |
| Tower Research Capital LLC (TRC) | 6,287 | +3,260 | $501.1K | +$217.2K | 107.7% |
| AGF MANAGEMENT LTD | 36,938 | +3,262 | $2.9M | -$214.5K | 9.7% |
| Vise Technologies, Inc. | 6,097 | +3,162 | $485.9K | +$210.6K | 107.7% |
| NFP Retirement, Inc. | 6,735 | +32 | $536.8K | -$206.4K | 0.5% |
| Radnor Capital Management, LLC | 9,620 | +3,565 | $766.7K | +$198.8K | 58.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 28,314 | +2,153 | $2.3M | -$197.0K | 8.2% |
| GREENLEAF TRUST | 15,148 | +208 | $1.2M | -$193.9K | 1.4% |
| Verdence Capital Advisors LLC | 7,173 | +2,817 | $571.7K | +$189.4K | 64.7% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,480 | +2,364 | $197.7K | +$186.8K | 2037.9% |
| Nicholson Wealth Management Group, LLC | 22,570 | +5,357 | $1.8M | +$184.4K | 31.1% |
| QRG CAPITAL MANAGEMENT, INC. | 24,432 | +1,731 | $1.9M | -$182.0K | 7.6% |
| Callan Family Office, LLC | 20,117 | +4,938 | $1.6M | +$179.7K | 32.5% |
| Prospera Financial Services Inc | 22,125 | +1,411 | $1.8M | -$179.4K | 6.8% |
| Wealthspire Advisors, LLC | 4,713 | +2,618 | $375.6K | +$179.1K | 125.0% |
| Sunbelt Securities, Inc. | 9,232 | +3,284 | $735.8K | +$177.9K | 55.2% |
| Compass Ion Advisors, LLC | 11,674 | +4 | $930.4K | -$164.1K | 0.0% |
| Norinchukin Bank, The | 16,004 | +728 | $1.3M | -$157.2K | 4.8% |
| CHOREO, LLC | 15,751 | +706 | $1.3M | -$147.6K | 4.7% |
| Resonant Capital Advisors, LLC | 10,317 | +70 | $822.3K | -$138.8K | 0.7% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 13,632 | +2,646 | $1.1M | -$131.5K | 24.1% |
| Financial Enhancement Group LLC | 8,708 | +280 | $679.8K | -$128.9K | 3.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9,382 | +44 | $747.7K | -$128.1K | 0.5% |
| Concurrent Investment Advisors, LLC | 15,126 | +3,614 | $1.2M | +$125.8K | 31.4% |
| Proficio Capital Partners LLC | 9,017 | +20 | $718.7K | -$125.2K | 0.2% |
| SIMPLEX TRADING, LLC | 1,501 | +1,198 | $119.6K | +$119.6K | 395.4% |
| Gilbert & Cook, Inc. | 11,202 | +413 | $892.8K | -$119.1K | 3.8% |
| CWC Advisors, LLC. | 8,195 | +11 | $653.1K | -$114.4K | 0.1% |
| MUFG SECURITIES AMERICAS INC. | 7,910 | +9 | $630.4K | -$110.6K | 0.1% |
| Manchester Capital Management LLC | 7,843 | +46 | $625.1K | -$106.2K | 0.6% |
| B. Metzler seel. Sohn & Co. AG | 11,638 | +760 | $927.5K | -$92.7K | 7.0% |
| Moors & Cabot, Inc. | 6,854 | +49 | $546.3K | -$92.0K | 0.7% |
| Mirae Asset Global Investments Co., Ltd. | 58,320 | +9,720 | $4.6M | +$89.9K | 20.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 51,303 | +8,647 | $4.1M | +$88.1K | 20.3% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 11,721 | +826 | $934.2K | -$87.7K | 7.6% |
| Federation des caisses Desjardins du Quebec | 10,533 | +2,501 | $839.5K | +$86.2K | 31.1% |
| GAM Holding AG | 26,110 | +4,818 | $2.1M | +$84.0K | 22.6% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 62,475 | +10,250 | $5.0M | +$81.1K | 19.6% |
| Monte Financial Group, LLC | 11,708 | +907 | $933.1K | -$79.9K | 8.4% |
| RWA WEALTH PARTNERS, LLC | 5,944 | +56 | $473.7K | -$78.5K | 0.9% |
| HARBOUR INVESTMENTS, INC. | 1,221 | +1,005 | $97.3K | +$77.1K | 465.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8,346 | +441 | $665.2K | -$76.2K | 5.6% |
| Kestra Advisory Services, LLC | 9,716 | +649 | $774.4K | -$76.0K | 7.2% |
| Sequoia Financial Advisors, LLC | 13,794 | +2,858 | $1.1M | +$73.7K | 26.1% |
| FIFTH THIRD BANCORP | 11,483 | +2,505 | $915.2K | +$73.1K | 27.9% |
| MJP ASSOCIATES INC /ADV | 5,250 | +35 | $418.4K | -$70.7K | 0.7% |
| Curi Capital, LLC | 3,924 | +1,335 | $312.7K | +$70.0K | 51.6% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8,378 | +1,979 | $667.7K | +$67.6K | 30.9% |
| Wealthfront Advisers LLC | 14,481 | +2,876 | $1.2M | +$65.7K | 24.8% |
| NOMURA HOLDINGS INC | 8,070 | +518 | $643.2K | -$65.1K | 6.8% |
| Forum Private Client Group LLC | 4,608 | +9 | $367.3K | -$64.0K | 0.2% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 14,832 | +2,895 | $1.2M | +$62.5K | 24.3% |
| Legacy Capital Wealth Partners, LLC | 5,202 | +125 | $414.6K | -$61.6K | 2.5% |
| Advisor OS, LLC | 5,462 | +233 | $435.3K | -$55.1K | 4.5% |
| Kingsview Wealth Management, LLC | 3,658 | +4 | $291.6K | -$51.1K | 0.1% |
| Revisor Wealth Management LLC | 4,764 | +274 | $382.6K | -$51.0K | 6.1% |
| SIGNATUREFD, LLC | 2,950 | +982 | $235.1K | +$50.5K | 49.9% |
| CreativeOne Wealth, LLC | 4,508 | +139 | $359.3K | -$50.5K | 3.2% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 4,237 | +103 | $337.7K | -$50.0K | 2.5% |
| Canada Post Corp Registered Pension Plan | 7,160 | +1,560 | $570.7K | +$49.7K | 27.9% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3,702 | +26 | $295.1K | -$49.7K | 0.7% |
| W.H. Cornerstone Investments Inc. | 3,570 | +9 | $284.6K | -$49.4K | 0.3% |
| STUDIO INVESTMENT MANAGEMENT LLC | 6,612 | +480 | $527.0K | -$48.1K | 7.8% |
| HighPoint Advisor Group LLC | 3,578 | +31 | $285.2K | -$47.5K | 0.9% |
| Klingman & Associates, LLC | 5,004 | +253 | $398.8K | -$46.8K | 5.3% |
| Tredje AP-fonden | 33,439 | +4,535 | $2.7M | -$45.8K | 15.7% |
| Optiver Holding B.V. | 653 | +586 | $52.0K | +$45.8K | 874.6% |
| American National Bank of Texas | 4,911 | +264 | $391.4K | -$44.4K | 5.7% |
| Global X Japan Co., Ltd. | 6,472 | +502 | $515.8K | -$44.1K | 8.4% |
| Belpointe Asset Management LLC | 4,287 | +191 | $341.7K | -$42.5K | 4.7% |
| STRATEGY ASSET MANAGERS LLC | 3,664 | +113 | $292.0K | -$41.0K | 3.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 74,904 | +11,680 | $6.0M | +$40.1K | 18.5% |
| Vanguard Personalized Indexing Management, LLC | 32,111 | +4,515 | $2.6M | -$34.7K | 16.4% |
| Dai-ichi Life Insurance Company, Ltd | 5,428 | +1,178 | $432.6K | +$34.0K | 27.7% |
| CIM, LLC | 34,296 | +5,511 | $2.7M | +$33.7K | 19.1% |
| Clearstead Advisors, LLC | 1,309 | +541 | $104.3K | +$32.3K | 70.4% |
| EQUITABLE TRUST CO | 10,719 | +1,267 | $854.3K | -$32.2K | 13.4% |
| Advisory Alpha, LLC | 8,056 | +1,511 | $642.1K | +$30.5K | 23.1% |
| MassMutual Private Wealth & Trust, FSB | 1,418 | +535 | $113.0K | +$30.2K | 60.6% |
| EWA, LLC | 2,791 | +119 | $222.4K | -$28.2K | 4.5% |
| STEPH & CO | 2,421 | +663 | $193.0K | +$28.1K | 37.7% |
| Horizon Investments, LLC | 10,018 | +1,205 | $798.4K | -$26.4K | 13.7% |
| Prestige Wealth Management Group LLC | 276 | +230 | $28.7K | +$24.4K | 500.0% |
| NEOS Investment Management LLC | 31,214 | +4,944 | $2.5M | +$23.9K | 18.8% |
| Ironvine Capital Partners, LLC | 19,968 | +2,772 | $1.6M | -$21.4K | 16.1% |
| Parallel Advisors, LLC | 2,700 | +624 | $215.2K | +$20.5K | 30.1% |
| Fulton Bank, N.A. | 2,645 | +180 | $210.8K | -$20.4K | 7.3% |
| Inspire Investing, LLC | 4,111 | +806 | $327.6K | +$17.7K | 24.4% |
| SG Americas Securities, LLC | 221,109 | +218,119 | $17.6K | +$17.3K | 7294.9% |
| World Investment Advisors | 3,994 | +785 | $284.6K | -$16.3K | 24.5% |
| Cannell & Spears LLC | 12,583 | +2,035 | $1.0M | +$13.6K | 19.3% |
| Connor, Clark & Lunn Investment Management Ltd. | 3,383 | +382 | $269.6K | -$11.8K | 12.7% |
| TRUST POINT INC. | 4,994 | +627 | $398.0K | -$11.6K | 14.3% |
| Ancora Advisors LLC | 427 | +185 | $34.0K | +$11.3K | 76.4% |
| Apollon Wealth Management, LLC | 3,112 | +583 | $248.0K | +$10.8K | 23.1% |
| FIRST HORIZON CORP | 833 | +12 | $66.4K | -$10.6K | 1.5% |
| MSH Capital Advisors LLC | 2,670 | +289 | $212.8K | -$10.5K | 12.1% |
| Blue Trust, Inc. | 822 | +13 | $65.5K | -$10.4K | 1.6% |
| COMMERCE BANK | 8,938 | +1,242 | $712.4K | -$9.4K | 16.1% |
| WPG Advisers, LLC | 147 | +119 | $11.7K | +$9.1K | 425.0% |
| Bell Investment Advisors, Inc | 137 | +112 | $10.9K | +$8.6K | 448.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 5,123 | +688 | $408.3K | -$7.7K | 15.5% |
| MATHER GROUP, LLC. | 2,852 | +351 | $227.3K | -$7.3K | 14.0% |
| Private Wealth Management Group, LLC | 191 | +106 | $15.2K | +$7.3K | 124.7% |
| Hughes Financial Services, LLC | 150 | +87 | $12.0K | +$7.0K | 138.1% |
| Central Pacific Bank - Trust Division | 557 | +18 | $44.4K | -$6.2K | 3.3% |
| PATTON FUND MANAGEMENT, INC. | 2,824 | +366 | $225.1K | -$5.5K | 14.9% |
| Atlas Legacy Advisors, LLC | 8,150 | +1,169 | $649.4K | -$5.3K | 16.7% |
| CYBER HORNET ETFs LLC | 694 | +55 | $55.3K | -$4.6K | 8.6% |
| HUNTINGTON NATIONAL BANK | 6,008 | +858 | $478.8K | -$4.2K | 16.7% |
| Sound Income Strategies, LLC | 254 | +1 | $20.3K | -$3.9K | 0.4% |
| Darwin Wealth Management, LLC | 271 | +1 | $21.6K | -$3.8K | 0.4% |
| PRIVATE TRUST CO NA | 1,147 | +133 | $91.4K | -$3.7K | 13.1% |
| SPEECE THORSON CAPITAL GROUP INC | 157,113 | +62,326 | $12.5K | +$3.6K | 65.8% |
| Colonial Trust Co / SC | 196 | +66 | $15.7K | +$3.4K | 50.8% |
| Lido Advisors, LLC | 19,252 | +429 | $1.8M | -$3.0K | 2.3% |
| North Star Investment Management Corp. | 41 | +36 | $3.3K | +$2.8K | 720.0% |
| NATIXIS ADVISORS, LLC | 1,358,086 | +230,464 | $108.2K | +$2.5K | 20.4% |
| Equitable Holdings, Inc. | 4,183 | +610 | $333.4K | -$1.7K | 17.1% |
| State of Wyoming | 277 | +59 | $22.1K | +$1.6K | 27.1% |
| JFS WEALTH ADVISORS, LLC | 199 | +45 | $15.9K | +$1.4K | 29.2% |
| Orion Porfolio Solutions, LLC | 3,529 | +545 | $281.3K | +$1.4K | 18.3% |
| Cullen/Frost Bankers, Inc. | 107 | +2 | $8.6K | -$1.3K | 1.9% |
| Janney Montgomery Scott LLC | 129,759 | +5,894 | $10.3K | -$1.3K | 4.8% |
| Cornerstone Planning Group LLC | 320 | +48 | $23.1K | +$1.2K | 17.6% |
| Mn Services Vermogensbeheer B.V. | 92,248 | +1,248 | $7.4K | -$1.2K | 1.4% |
| Quantitative Investment Management, LLC | 16,444 | +13,783 | $1.3K | +$1.1K | 518.0% |
| City State Bank | 75 | +21 | $6.0K | +$913 | 38.9% |
| SJS Investment Consulting Inc. | 31 | +14 | $2.5K | +$876 | 82.3% |
| Salomon & Ludwin, LLC | 243 | +47 | $19.4K | +$811 | 24.0% |
| Howard Hughes Medical Institute | 63 | +1 | $5.0K | -$794 | 1.6% |
| MEEDER ASSET MANAGEMENT INC | 88 | +5 | $7.0K | -$771 | 6.0% |
| BESSEMER GROUP INC | 36,685 | +13,665 | $2.9K | +$763 | 59.4% |
| FARMERS & MERCHANTS INVESTMENTS INC | 150 | +30 | $12.0K | +$700 | 25.0% |
| HFM Investment Advisors, LLC | 17 | +10 | $1.4K | +$698 | 142.8% |
| BELLEVUE ASSET MANAGEMENT, LLC | 55 | +1 | $4.4K | -$681 | 1.9% |
| AdvisorNet Financial, Inc | 54 | +1 | $4.3K | -$667 | 1.9% |
| Daiwa Securities Group Inc. | 50,133 | +875 | $4.0K | -$624 | 1.8% |
| American Capital Advisory, LLC | 11 | +6 | $877 | +$408 | 120.0% |
| Rialto Wealth Management, LLC | 13 | +6 | $1.0K | +$380 | 85.7% |
| Bruce G. Allen Investments, LLC | 381 | +61 | $30.4K | +$353 | 19.1% |
| SouthState Corp | 37 | +2 | $2.9K | -$334 | 5.7% |
| CITIZENS FINANCIAL GROUP INC/RI | 3,388 | +507 | $270.0K | -$179 | 17.6% |
| BI Asset Management Fondsmaeglerselskab A/S | 12,171 | +136 | $970 | -$159 | 1.1% |
| PRAXIS INVESTMENT MANAGEMENT INC | 14,628 | +3,525 | $1.2K | +$125 | 31.7% |
| WEDBUSH SECURITIES INC | 12,802 | +660 | $1.0K | -$119 | 5.4% |
| Dunhill Financial, LLC | 19 | +2 | $1.5K | -$116 | 11.8% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 7,039 | +19 | $563 | -$98 | 0.3% |
| Bay Harbor Wealth Management, LLC | 11 | +1 | $876 | -$61 | 10.0% |
| WestEnd Advisors, LLC | 9 | +2 | $717 | +$60 | 28.6% |
| Westside Investment Management, Inc. | 216 | +34 | $16.8K | -$46 | 18.7% |
| Davis Capital Management | 4 | +1 | $319 | +$38 | 33.3% |
| Quaker Wealth Management, LLC | 11 | +2 | $877 | +$32 | 22.2% |
| Smithfield Trust Co | 1,899 | +34 | $149 | -$26 | 1.8% |
| GW&K Investment Management, LLC | 349 | +73 | $28 | +$2 | 26.4% |
| Penserra Capital Management LLC | 1,585 | +241 | $126 | +$1 | 17.9% |
| Avion Wealth | 50 | +3 | $3 | -$1 | 6.4% |