13F QoQ Ownership Changes
BWXT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 147 new · 236 added · 367 reduced · 91 exited
New Positions(147)
Added To(236)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 2,031,932 | +1,691,993 | $351.2M | +$288.5M | 497.7% |
| JANE STREET GROUP, LLC | 1,324,210 | +1,188,701 | $228.9M | +$203.9M | 877.2% |
| TORONTO DOMINION BANK | 1,194,284 | +1,157,616 | $206.4M | +$199.7M | 3157.0% |
| TWO SIGMA INVESTMENTS, LP | 402,171 | +379,676 | $69.5M | +$65.4M | 1687.8% |
| STATE STREET CORP | 3,598,185 | +6,434 | $621.9M | -$40.3M | 0.2% |
| Qube Research & Technologies Ltd | 433,266 | +214,461 | $74.9M | +$34.5M | 98.0% |
| BLAIR WILLIAM & CO/IL | 1,439,666 | +248,598 | $248.8M | +$29.2M | 20.9% |
| Invesco Ltd. | 2,568,117 | +18,967 | $443.9M | -$26.1M | 0.7% |
| Fiera Capital Corp | 723,156 | +178,522 | $125.0M | +$24.6M | 32.8% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,375,740 | +216,707 | $237.8M | +$24.1M | 18.7% |
| MILLENNIUM MANAGEMENT LLC | 155,968 | +136,956 | $27.0M | +$23.5M | 720.4% |
| JENNISON ASSOCIATES LLC | 272,132 | +120,409 | $47.0M | +$19.1M | 79.4% |
| GOLDMAN SACHS GROUP INC | 334,560 | +119,435 | $57.8M | +$18.2M | 55.5% |
| ALKEON CAPITAL MANAGEMENT LLC | 1,580,848 | +2,800 | $273.2M | -$17.7M | 0.2% |
| CITIGROUP INC | 409,424 | +119,989 | $70.8M | +$17.4M | 41.5% |
| FRANKLIN RESOURCES INC | 2,258,282 | +53,594 | $390.3M | -$16.2M | 2.4% |
| CLOUGH CAPITAL PARTNERS L P | 99,610 | +83,710 | $17.2M | +$14.3M | 526.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 567,783 | +102,444 | $98.1M | +$12.3M | 22.0% |
| TWO SIGMA ADVISERS, LP | 76,400 | +68,600 | $13.2M | +$11.8M | 879.5% |
| BNP PARIBAS FINANCIAL MARKETS | 187,137 | +69,556 | $32.3M | +$10.7M | 59.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,857,716 | +69,857 | $321.2M | -$8.5M | 3.9% |
| Weiss Asset Management LP | 76,073 | +49,499 | $13.1M | +$8.2M | 186.3% |
| Man Group plc | 50,969 | +44,569 | $8.8M | +$7.6M | 696.4% |
| Stephens Investment Management Group LLC | 561,185 | +797 | $97.0M | -$6.3M | 0.1% |
| Tidal Investments LLC | 58,657 | +36,506 | $10.1M | +$6.1M | 164.8% |
| Walleye Capital LLC | 52,795 | +35,294 | $9.1M | +$5.9M | 201.7% |
| Chevy Chase Trust Holdings, LLC | 518,702 | +477 | $89.7M | -$5.9M | 0.1% |
| Bank of New York Mellon Corp | 1,184,944 | +42,552 | $204.8M | -$5.8M | 3.7% |
| Russell Investments Group, Ltd. | 103,790 | +37,989 | $17.9M | +$5.8M | 57.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,439 | +1,055 | $5.1M | +$5.1M | 3.7% |
| FEDERATED HERMES, INC. | 453,356 | +4,794 | $78.4M | -$4.3M | 1.1% |
| Citizens Business Bank | 29,292 | +24,860 | $5.1M | +$4.2M | 560.9% |
| AE Wealth Management LLC | 25,369 | +22,450 | $4.4M | +$3.8M | 769.1% |
| Engineers Gate Manager LP | 38,065 | +23,133 | $6.6M | +$3.8M | 154.9% |
| MORGAN STANLEY | 992,387 | +82,468 | $171.5M | +$3.8M | 9.1% |
| Ensign Peak Advisors, Inc | 375,296 | +4,773 | $64.9M | -$3.4M | 1.3% |
| Ananym Capital Management, LP | 105,603 | +22,200 | $18.3M | +$2.9M | 26.6% |
| Nicholas Investment Partners, LP | 260,834 | +1,305 | $45.1M | -$2.8M | 0.5% |
| Pacer Advisors, Inc. | 28,901 | +16,736 | $5.0M | +$2.8M | 137.6% |
| CAPITAL FUND MANAGEMENT S.A. | 56,094 | +17,294 | $9.7M | +$2.5M | 44.6% |
| MGO ONE SEVEN LLC | 17,695 | +13,803 | $3.1M | +$2.3M | 354.6% |
| Cresset Asset Management, LLC | 145,040 | +21,451 | $25.1M | +$2.3M | 17.4% |
| SIMPLEX TRADING, LLC | 12,710 | +3,274 | $2.2M | +$2.2M | 34.7% |
| Cinctive Capital Management LP | 14,044 | +12,323 | $2.4M | +$2.1M | 716.0% |
| STIFEL FINANCIAL CORP | 238,295 | +3,582 | $41.2M | -$2.1M | 1.5% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 36,000 | +12,500 | $6.2M | +$1.9M | 53.2% |
| NEOS Investment Management LLC | 37,583 | +11,859 | $6.5M | +$1.8M | 46.1% |
| TEMA ETFS LLC | 37,583 | +11,859 | $6.5M | +$1.8M | 46.1% |
| Swiss National Bank | 180,200 | +3,100 | $31.1M | -$1.5M | 1.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 75,840 | +12,555 | $13.1M | +$1.4M | 19.8% |
| Concurrent Investment Advisors, LLC | 14,736 | +8,279 | $2.5M | +$1.4M | 128.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 9,588 | +7,434 | $1.7M | +$1.3M | 345.1% |
| Pictet Asset Management Holding SA | 20,442 | +7,225 | $3.5M | +$1.1M | 54.7% |
| Granahan Investment Management, LLC | 17,355 | +6,828 | $3.0M | +$1.1M | 64.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,364 | +6,819 | $3.4M | +$1.1M | 54.4% |
| Polymer Capital Management (US) LLC | 7,971 | +6,054 | $1.4M | +$1.0M | 315.8% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7,109 | +5,759 | $1.2M | +$979.8K | 426.6% |
| POLEN CAPITAL MANAGEMENT LLC | 44,828 | +8,080 | $7.7M | +$972.8K | 22.0% |
| Versor Investments LP | 10,426 | +5,894 | $1.8M | +$966.5K | 130.1% |
| Summit Trail Advisors, LLC | 18,107 | +6,252 | $3.1M | +$944.0K | 52.7% |
| Gotham Asset Management, LLC | 168,348 | +5,461 | $29.1M | -$934.2K | 3.4% |
| 1832 Asset Management L.P. | 8,500 | +5,200 | $1.5M | +$860.7K | 157.6% |
| LPL Financial LLC | 69,525 | +9,000 | $12.0M | +$857.6K | 14.9% |
| Oak Thistle LLC | 6,836 | +4,970 | $1.2M | +$837.5K | 266.3% |
| Pathstone Holdings, LLC | 11,121 | +4,871 | $1.9M | +$769.8K | 77.9% |
| NEUBERGER BERMAN GROUP LLC | 80,881 | +9,151 | $14.0M | +$754.6K | 12.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 32,668 | +6,053 | $5.6M | +$739.3K | 22.7% |
| NISA INVESTMENT ADVISORS, LLC | 8,896 | +4,500 | $1.5M | +$727.1K | 102.4% |
| Freemont Management S.A. | 4,800 | +3,200 | $829.6K | +$534.6K | 200.0% |
| Arosa Capital Management LP | 20,000 | +4,000 | $3.5M | +$506.9K | 25.0% |
| WESTWOOD HOLDINGS GROUP INC | 94,287 | +8,342 | $16.3M | +$450.6K | 9.7% |
| COMMERCE BANK | 4,606 | +2,580 | $796.1K | +$422.6K | 127.3% |
| Global Retirement Partners, LLC | 3,177 | +2,373 | $549.1K | +$400.9K | 295.1% |
| Quantinno Capital Management LP | 59,269 | +1,634 | $10.2M | -$382.1K | 2.8% |
| Cetera Investment Advisers | 27,331 | +3,581 | $4.7M | +$344.9K | 15.1% |
| State of Wyoming | 6,382 | +2,262 | $1.1M | +$343.5K | 54.9% |
| Corient Private Wealth LLC | 12,111 | +2,615 | $2.1M | +$342.8K | 27.5% |
| Focus Partners Wealth | 169,463 | +8,553 | $29.3M | -$338.1K | 5.3% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 29,791 | +48 | $5.1M | -$334.6K | 0.2% |
| SPIREPOINT PRIVATE CLIENT, LLC | 3,323 | +1,887 | $574.4K | +$309.6K | 131.4% |
| Demars Financial Group, LLC | 37,038 | +695 | $6.4M | -$298.9K | 1.9% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 247,717 | +17,101 | $42.8M | +$296.7K | 7.4% |
| &PARTNERS | 7,301 | +2,048 | $1.3M | +$295.5K | 39.0% |
| Federation des caisses Desjardins du Quebec | 9,215 | +2,152 | $1.6M | +$290.5K | 30.5% |
| Empowered Funds, LLC | 54,530 | +1,870 | $9.4M | -$284.0K | 3.5% |
| Independent Advisor Alliance | 27,456 | +193 | $4.7M | -$281.0K | 0.7% |
| BECK CAPITAL MANAGEMENT, LLC | 25,032 | +72 | $4.3M | -$275.2K | 0.3% |
| NATIONAL BANK OF CANADA /FI/ | 2,324 | +1,611 | $401.3K | +$269.8K | 225.9% |
| Fulton Bank, N.A. | 6,090 | +1,809 | $1.1M | +$263.3K | 42.3% |
| Williamson Legacy Group, LLC | 10,831 | +2,092 | $1.9M | +$260.8K | 23.9% |
| Chicago Capital, LLC | 8,026 | +1,910 | $1.4M | +$259.7K | 31.2% |
| Callan Family Office, LLC | 9,995 | +1,932 | $1.7M | +$240.9K | 24.0% |
| NewEdge Advisors, LLC | 8,244 | +1,822 | $1.4M | +$240.8K | 28.4% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1,922 | +1,393 | $332.2K | +$234.7K | 263.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 20,456 | +84 | $3.5M | -$220.4K | 0.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,800 | +1,300 | $311.1K | +$218.9K | 260.0% |
| EMERALD ADVISERS, LLC | 6,667 | +1,588 | $1.2M | +$215.9K | 31.3% |
| Inspire Investing, LLC | 29,346 | +671 | $5.1M | -$214.6K | 2.3% |
| SIGNATUREFD, LLC | 20,664 | +136 | $3.6M | -$213.2K | 0.7% |
| Miracle Mile Advisors, LLC | 18,684 | +14 | $3.2M | -$212.8K | 0.1% |
| OSAIC HOLDINGS, INC. | 30,075 | +2,364 | $5.2M | +$207.2K | 8.5% |
| ARS Investment Partners, LLC | 23,914 | +377 | $4.1M | -$206.2K | 1.6% |
| GTS SECURITIES LLC | 4,394 | +1,360 | $759.5K | +$200.1K | 44.8% |
| JONES FINANCIAL COMPANIES LLLP | 8,520 | +1,470 | $1.5M | +$199.1K | 20.9% |
| BANK OF MONTREAL /CAN/ | 21,808 | +424 | $3.8M | -$173.3K | 2.0% |
| Sequoia Financial Advisors, LLC | 51,510 | +2,302 | $8.9M | -$169.5K | 4.7% |
| Larson Financial Group LLC | 1,042 | +966 | $180.2K | +$166.2K | 1271.0% |
| Steward Partners Investment Advisory, LLC | 37,821 | +1,473 | $6.5M | -$164.6K | 4.0% |
| CENTRAL TRUST Co | 1,139 | +952 | $196.9K | +$162.4K | 509.1% |
| TRUST CO OF TOLEDO NA /OH/ | 951 | +935 | $164.4K | +$161.4K | 5843.8% |
| Clear Creek Financial Management, LLC | 5,081 | +1,192 | $878.1K | +$161.0K | 30.6% |
| MOSELEY INVESTMENT MANAGEMENT INC | 3,847 | +1,085 | $664.9K | +$155.7K | 39.3% |
| Rockefeller Capital Management L.P. | 28,173 | +927 | $4.9M | -$154.0K | 3.4% |
| American Trust Investment Advisors, LLC | 18,988 | +361 | $3.3M | -$152.4K | 1.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,838 | +966 | $490.4K | +$145.2K | 51.6% |
| Hilton Capital Management, LLC | 20,249 | +2,000 | $3.5M | +$135.3K | 10.9% |
| CIBC Private Wealth Group LLC | 3,918 | +932 | $677.1K | +$126.6K | 31.2% |
| STRATEGIC PLANNING GROUP, LLC | 38,209 | +1,714 | $6.6M | -$124.5K | 4.7% |
| Allianz SE | 2,500 | +800 | $432.1K | +$118.7K | 47.0% |
| Radnor Capital Management, LLC | 10,625 | +20 | $1.8M | -$115.9K | 0.2% |
| US BANCORP \DE\ | 10,666 | +42 | $1.8M | -$115.2K | 0.4% |
| Wealthspire Advisors, LLC | 1,413 | +694 | $244.2K | +$111.7K | 96.5% |
| Prospera Financial Services Inc | 7,481 | +1,068 | $1.3M | +$110.6K | 16.6% |
| Acropolis Investment Management, LLC | 1,807 | +399 | $312.3K | +$109.5K | 28.3% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 19,520 | +650 | $3.4M | -$105.2K | 3.4% |
| Grandview Asset Management LLC | 2,907 | +750 | $502.5K | +$104.9K | 34.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,818 | +1,765 | $3.4M | +$96.9K | 9.8% |
| GILDER GAGNON HOWE & CO LLC | 7,979 | +3 | $1.4M | -$91.4K | 0.0% |
| Vanguard Personalized Indexing Management, LLC | 9,331 | +88 | $1.6M | -$91.4K | 0.9% |
| Diversify Advisory Services, LLC | 3,947 | +386 | $860.0K | +$91.3K | 10.8% |
| New Age Alpha Advisors, LLC | 19,873 | +1,729 | $3.4M | +$89.6K | 9.5% |
| HUNTINGTON NATIONAL BANK | 1,685 | +588 | $291.2K | +$89.0K | 53.6% |
| Cascade Investment Advisors, Inc. | 8,884 | +87 | $1.5M | -$86.4K | 1.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 5,917 | +718 | $1.0M | +$64.1K | 13.8% |
| Veracity Capital LLC | 11,160 | +351 | $1.9M | -$63.8K | 3.2% |
| PNC Financial Services Group, Inc. | 12,160 | +1,089 | $2.1M | +$60.6K | 9.8% |
| Snowden Capital Advisors LLC | 7,249 | +141 | $1.3M | -$57.6K | 2.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,458 | +155 | $1.3M | -$57.4K | 2.1% |
| Torrey Growth & Income Advisors | 1,700 | +400 | $293.8K | +$54.1K | 30.8% |
| Atria Investments, Inc | 6,298 | +682 | $1.1M | +$53.1K | 12.1% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 5,448 | +54 | $941.6K | -$52.9K | 1.0% |
| AlTi Global, Inc. | 5,884 | +90 | $1.0M | -$51.4K | 1.6% |
| Intrua Financial, LLC | 2,986 | +455 | $516.1K | +$49.5K | 18.0% |
| CoreCap Advisors, LLC | 1,554 | +345 | $268.6K | +$45.7K | 28.5% |
| U.S. Capital Wealth Advisors, LLC | 7,013 | +197 | $1.2M | -$44.5K | 2.9% |
| Wedmont Private Capital | 1,292 | +225 | $248.4K | +$44.2K | 21.1% |
| Kestra Advisory Services, LLC | 4,217 | +489 | $728.9K | +$41.5K | 13.1% |
| Coppell Advisory Solutions LLC | 4,240 | +392 | $739.3K | +$39.1K | 10.2% |
| FIRST MANHATTAN CO. LLC. | 3,615 | +15 | $624.8K | -$38.9K | 0.4% |
| QUADRANT CAPITAL GROUP LLC | 5,537 | +146 | $957.0K | -$36.9K | 2.7% |
| Quarry LP | 359 | +220 | $62.0K | +$36.4K | 158.3% |
| NBC SECURITIES, INC. | 3,305 | +24 | $571.2K | -$33.7K | 0.7% |
| Creative Planning | 13,361 | +1,013 | $2.3M | +$32.8K | 8.2% |
| Parkside Financial Bank & Trust | 702 | +219 | $121.3K | +$32.3K | 45.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 550 | +200 | $95.1K | +$30.5K | 57.1% |
| HARBOUR INVESTMENTS, INC. | 542 | +195 | $93.7K | +$29.7K | 56.2% |
| Ransom Advisory, Ltd | 660 | +440 | $69.3K | +$28.8K | 200.0% |
| ALPS ADVISORS INC | 2,730 | +20 | $471.9K | -$27.8K | 0.7% |
| Strategic Advocates LLC | 323 | +149 | $56.3K | +$24.2K | 85.6% |
| KIECKHEFER GROUP LLC | 39,218 | +2,323 | $6.8M | -$23.9K | 6.3% |
| Chicago Partners Investment Group LLC | 1,160 | +113 | $241.0K | +$23.6K | 10.8% |
| STEPHENS INC /AR/ | 18,989 | +1,064 | $3.3M | -$22.8K | 5.9% |
| FIRST HORIZON CORP | 436 | +150 | $75.4K | +$22.6K | 52.4% |
| Lincoln Capital LLC | 1,656 | +2 | $286.2K | -$22.5K | 0.1% |
| Private Advisor Group, LLC | 2,780 | +52 | $480.6K | -$22.4K | 1.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8,103 | +387 | $1.4M | -$22.1K | 5.0% |
| QRG CAPITAL MANAGEMENT, INC. | 1,953 | +3 | $337.6K | -$22.0K | 0.1% |
| Ballentine Partners, LLC | 1,930 | +6 | $333.6K | -$21.1K | 0.3% |
| Rialto Wealth Management, LLC | 125 | +118 | $21.6K | +$20.3K | 1685.7% |
| AlphaQuest LLC | 6,679 | +526 | $1.2M | +$20.0K | 8.5% |
| GUGGENHEIM CAPITAL LLC | 2,598 | +55 | $449.0K | -$19.8K | 2.2% |
| ORG Partners LLC | 231 | +136 | $39.9K | +$19.6K | 143.2% |
| MAI Capital Management | 3,193 | +304 | $551.8K | +$19.1K | 10.5% |
| Capital Advisors Wealth Management, LLC | 1,560 | +201 | $269.6K | +$19.1K | 14.8% |
| Forum Financial Management, LP | 1,734 | +8 | $299.7K | -$18.5K | 0.5% |
| Modera Wealth Management, LLC | 1,680 | +11 | $290.4K | -$17.3K | 0.7% |
| PANAGORA ASSET MANAGEMENT INC | 1,750 | +16 | $302.5K | -$17.2K | 0.9% |
| Essex Financial Services, Inc. | 1,580 | +188 | $273.1K | +$16.5K | 13.5% |
| TIEMANN INVESTMENT ADVISORS, LLC | 1,685 | +20 | $291.2K | -$15.7K | 1.2% |
| Vermillion Wealth Management, Inc. | 237 | +99 | $41.0K | +$15.6K | 71.7% |
| SHERBROOKE PARK ADVISERS LLC | 1,391 | +169 | $240.4K | +$15.1K | 13.8% |
| GREENLEAF TRUST | 1,263 | +160 | $218.3K | +$14.9K | 14.5% |
| Compound Planning, Inc. | 1,882 | +198 | $325.3K | +$14.8K | 11.8% |
| UMB Bank, n.a. | 1,207 | +153 | $208.6K | +$14.3K | 14.5% |
| Sowell Financial Services LLC | 4,310 | +193 | $744.9K | -$14.1K | 4.7% |
| VAN ECK ASSOCIATES CORP | 1,247,920 | +152,900 | $215.7K | +$13.8K | 14.0% |
| FourThought Financial Partners, LLC | 1,638 | +28 | $283.1K | -$13.7K | 1.7% |
| RFG Advisory, LLC | 1,201 | +1 | $207.6K | -$13.6K | 0.1% |
| Versant Capital Management, Inc | 1,130 | +1 | $195.3K | -$12.9K | 0.1% |
| Altshuler Shaham Ltd | 4,518 | +351 | $780.9K | +$12.6K | 8.4% |
| Parallel Advisors, LLC | 1,395 | +25 | $241.1K | -$11.5K | 1.8% |
| GUIDANCE CAPITAL, INC | 1,192 | +38 | $246.0K | +$11.5K | 3.3% |
| RITHOLTZ WEALTH MANAGEMENT | 1,376 | +24 | $237.8K | -$11.4K | 1.8% |
| Stratos Wealth Partners, LTD. | 1,979 | +67 | $342.1K | -$10.5K | 3.5% |
| Moors & Cabot, Inc. | 2,040 | +72 | $352.5K | -$10.2K | 3.6% |
| ALGERT GLOBAL LLC | 168,070 | +60,170 | $29.0K | +$9.2K | 55.8% |
| Essex Savings Bank | 1,178 | +29 | $203.6K | -$8.2K | 2.5% |
| GAMMA Investing LLC | 2,655 | +126 | $458.9K | -$7.4K | 5.0% |
| SG Americas Securities, LLC | 43,361 | +41,585 | $7.5K | +$7.2K | 2341.5% |
| TD Waterhouse Canada Inc. | 891 | +107 | $154.0K | +$7.2K | 13.6% |
| Beacon Pointe Advisors, LLC | 7,963 | +462 | $1.4M | -$6.6K | 6.2% |
| Smartleaf Asset Management LLC | 368 | +48 | $64.2K | +$5.9K | 15.0% |
| HighPoint Advisor Group LLC | 1,222 | +49 | $211.1K | -$5.0K | 4.2% |
| OAKWORTH CAPITAL, INC. | 1,822 | +140 | $314.9K | +$4.8K | 8.3% |
| Advisors Asset Management, Inc. | 6,946 | +460 | $1.2M | +$4.7K | 7.1% |
| PRIVATE TRUST CO NA | 56 | +28 | $9.7K | +$4.6K | 100.0% |
| Purkiss Capital Advisors LLC | 1,978 | +100 | $341.9K | -$4.3K | 5.3% |
| Barnes Dennig Private Wealth Management LLC | 783 | +72 | $135.3K | +$4.2K | 10.1% |
| Perigon Wealth Management, LLC | 1,369 | +108 | $236.6K | +$4.1K | 8.6% |
| TRUIST FINANCIAL CORP | 8,791 | +528 | $1.5M | -$3.9K | 6.4% |
| Perennial Advisors, LLC | 3,024 | +210 | $522.7K | +$3.9K | 7.5% |
| Compass Financial Services Inc | 332 | +1 | $57.3K | -$3.7K | 0.3% |
| Lido Advisors, LLC | 1,457 | +24 | $267.9K | +$3.5K | 1.7% |
| Bell Investment Advisors, Inc | 99 | +24 | $17.1K | +$3.3K | 32.0% |
| MassMutual Private Wealth & Trust, FSB | 420 | +12 | $72.6K | -$2.6K | 2.9% |
| Accent Capital Management, LLC | 45 | +15 | $7.8K | +$2.2K | 50.0% |
| JFS WEALTH ADVISORS, LLC | 130 | +19 | $22.5K | +$2.0K | 17.1% |
| Heritage Investment Group, Inc. | 2,549 | +149 | $440.6K | -$1.9K | 6.2% |
| Valued Wealth Advisors LLC | 107 | +1 | $18.5K | -$1.0K | 0.9% |
| Treasurer of the State of North Carolina | 48,894 | +7,881 | $8.5K | +$889 | 19.2% |
| Physician Wealth Advisors, Inc. | 13 | +3 | $2.2K | +$403 | 30.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 41,609 | +4,709 | $7.2K | +$389 | 12.8% |
| Bay Harbor Wealth Management, LLC | 9 | +2 | $1.6K | +$265 | 28.6% |
| Janney Montgomery Scott LLC | 21,016 | +2,465 | $3.6K | +$212 | 13.3% |
| Key Financial Inc | 51 | +5 | $8.8K | +$205 | 10.9% |
| Vestcor Inc | 1,809 | +1,112 | $313 | +$184 | 159.5% |
| PARK AVENUE SECURITIES LLC | 5,313 | +1,235 | $918 | +$166 | 30.3% |
| Harvest Fund Management Co., Ltd | 1,525 | +986 | $264 | +$165 | 182.9% |
| Cambridge Investment Research Advisors, Inc. | 14,289 | +1,784 | $2.5K | +$164 | 14.3% |
| HHM Wealth Advisors, LLC | 490 | +30 | $84.7K | -$119 | 6.5% |
| HANTZ FINANCIAL SERVICES, INC. | 1,407 | +631 | $243 | +$100 | 81.3% |
| HAZLETT, BURT & WATSON, INC. | 2,234 | +600 | $386 | +$85 | 36.7% |
| Employees Retirement System of Texas | 884 | +214 | $153 | +$29 | 31.9% |
| CWM, LLC | 3,027 | +322 | $523 | +$24 | 11.9% |
| Smithfield Trust Co | 251 | +86 | $44 | +$14 | 52.1% |
| WEDBUSH SECURITIES INC | 1,263 | +52 | $218 | -$5 | 4.3% |