13F QoQ Ownership Changes
CAE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 41 new · 77 added · 146 reduced · 36 exited
New Positions(41)
Added To(77)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 22,201,969 | +20,664,255 | $675.4M | +$629.8M | 1343.8% |
| FIL Ltd | 10,422,522 | +1,874,739 | $317.0M | +$63.8M | 21.9% |
| TD Asset Management Inc | 2,704,860 | +1,222,581 | $82.4M | +$38.5M | 82.5% |
| MORGAN STANLEY | 2,059,644 | +1,097,193 | $62.7M | +$34.1M | 114.0% |
| Fiera Capital Corp | 974,295 | +955,324 | $29.6M | +$29.0M | 5035.7% |
| Select Equity Group, L.P. | 7,586,679 | +655,134 | $231.0M | +$25.7M | 9.4% |
| CIBC Asset Management Inc | 1,107,936 | +785,799 | $34.4M | +$24.8M | 243.9% |
| Federation des caisses Desjardins du Quebec | 1,804,400 | +664,975 | $54.8M | +$21.7M | 58.4% |
| DIMENSIONAL FUND ADVISORS LP | 1,855,167 | +574,842 | $56.4M | +$18.5M | 44.9% |
| VANGUARD GROUP INC | 13,380,797 | +229,270 | $406.9M | +$17.5M | 1.7% |
| BRANDES INVESTMENT PARTNERS, LP | 15,157,988 | +168,074 | $461.1M | +$16.8M | 1.1% |
| BARCLAYS PLC | 716,663 | +492,517 | $21.0M | +$14.3M | 219.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 401,667 | +367,667 | $12.2M | +$11.2M | 1081.4% |
| Legal & General Group Plc | 2,160,185 | +281,112 | $65.8M | +$10.1M | 15.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,777,070 | +168,276 | $84.1M | +$7.3M | 6.5% |
| PCJ Investment Counsel Ltd. | 760,585 | +226,845 | $23.1M | +$7.3M | 42.5% |
| TORONTO DOMINION BANK | 867,811 | +206,378 | $26.4M | +$6.8M | 31.2% |
| SNYDER CAPITAL MANAGEMENT L P | 5,441,338 | +30,235 | $165.5M | +$5.1M | 0.6% |
| Cresset Asset Management, LLC | 717,855 | +104,924 | $21.8M | +$3.7M | 17.1% |
| CITADEL ADVISORS LLC | 254,670 | +86,505 | $7.7M | +$2.8M | 51.4% |
| Northwest & Ethical Investments L.P. | 248,024 | +79,862 | $7.5M | +$2.6M | 47.5% |
| BANK OF NOVA SCOTIA TRUST CO | 117,602 | +79,212 | $3.6M | +$2.4M | 206.3% |
| TD Waterhouse Canada Inc. | 192,636 | +73,118 | $5.8M | +$2.4M | 61.2% |
| AVIVA PLC | 825,868 | +45,910 | $25.1M | +$2.1M | 5.9% |
| INTACT INVESTMENT MANAGEMENT INC. | 1,202,355 | +31,230 | $36.6M | +$1.9M | 2.7% |
| Quantinno Capital Management LP | 107,699 | +42,811 | $3.3M | +$1.4M | 66.0% |
| Hillsdale Investment Management Inc. | 104,185 | +34,560 | $3.2M | +$1.1M | 49.6% |
| AQR CAPITAL MANAGEMENT LLC | 42,077 | +33,292 | $1.3M | +$1.0M | 379.0% |
| ROYCE & ASSOCIATES LP | 152,442 | +27,534 | $4.6M | +$937.2K | 22.0% |
| SIG North Trading, ULC | 72,398 | +28,498 | $2.2M | +$901.2K | 64.9% |
| Assenagon Asset Management S.A. | 53,165 | +27,381 | $1.6M | +$853.6K | 106.2% |
| Investment Management Corp of Ontario | 39,419 | +27,483 | $1.2M | +$845.3K | 230.3% |
| SCOTIA CAPITAL INC. | 160,749 | +21,664 | $4.9M | +$837.1K | 15.6% |
| BlackRock, Inc. | 411,879 | +16,950 | $12.5M | +$823.7K | 4.3% |
| WELLS FARGO & COMPANY/MN | 419,403 | +16,360 | $12.7M | +$816.2K | 4.0% |
| STIFEL FINANCIAL CORP | 112,093 | +20,149 | $3.4M | +$684.7K | 21.9% |
| Pembroke Management, LTD | 61,864 | +18,603 | $1.9M | +$599.6K | 43.0% |
| Stanley-Laman Group, Ltd. | 194,624 | +10,317 | $5.9M | +$457.6K | 5.6% |
| Russell Investments Group, Ltd. | 135,889 | +11,184 | $4.1M | +$449.8K | 9.0% |
| D.A. DAVIDSON & CO. | 52,456 | +12,922 | $1.6M | +$423.9K | 32.7% |
| LPL Financial LLC | 64,023 | +10,004 | $1.9M | +$346.5K | 18.5% |
| ENVESTNET ASSET MANAGEMENT INC | 216,513 | +5,811 | $6.6M | +$341.1K | 2.8% |
| JONES FINANCIAL COMPANIES LLLP | 73,208 | +4,271 | $2.2M | +$261.2K | 6.2% |
| AMERIPRISE FINANCIAL INC | 14,383 | +5,815 | $590.1K | +$245.0K | 67.9% |
| Caprock Group, LLC | 16,305 | +6,868 | $496.0K | +$241.8K | 72.8% |
| NORTHERN TRUST CORP | 256,116 | +139 | $7.8M | +$203.9K | 0.1% |
| Bleakley Financial Group, LLC | 17,418 | +5,056 | $529.9K | +$163.4K | 40.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 67,892 | +3,242 | $2.1M | +$152.6K | 5.0% |
| RAYMOND JAMES FINANCIAL INC | 102,491 | +2,245 | $3.1M | +$146.5K | 2.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 62,686 | +3,002 | $1.9M | +$141.1K | 5.0% |
| JANUS HENDERSON GROUP PLC | 49,104 | +2,400 | $1.5M | +$130.8K | 5.1% |
| Mariner, LLC | 11,199 | +3,533 | $341.0K | +$113.7K | 46.1% |
| Vident Advisory, LLC | 33,283 | +1,960 | $1.0M | +$85.6K | 6.3% |
| Metis Global Partners, LLC | 18,345 | +1,857 | $557.9K | +$69.7K | 11.3% |
| Cetera Investment Advisers | 19,062 | +1,781 | $579.9K | +$67.7K | 10.3% |
| Cerity Partners LLC | 13,374 | +1,648 | $406.8K | +$59.3K | 14.1% |
| M&T Bank Corp | 63,573 | +123 | $1.9M | +$53.7K | 0.2% |
| SIGNATUREFD, LLC | 11,908 | +1,288 | $362.2K | +$47.5K | 12.1% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 19,033 | +650 | $579.0K | +$34.4K | 3.5% |
| TRUIST FINANCIAL CORP | 15,064 | +691 | $458.2K | +$32.2K | 4.8% |
| Transamerica Financial Advisors, LLC | 1,267 | +799 | $38.5K | +$24.7K | 170.7% |
| US BANCORP \DE\ | 10,774 | +475 | $327.7K | +$22.5K | 4.6% |
| State of Wyoming | 13,007 | +352 | $396.0K | +$21.0K | 2.8% |
| Atria Investments, Inc | 22,389 | +105 | $681.1K | +$20.6K | 0.5% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 19,233 | +130 | $585.1K | +$18.9K | 0.7% |
| Dynasty Wealth Management, LLC | 8,201 | +247 | $249.5K | +$13.7K | 3.1% |
| Rockefeller Capital Management L.P. | 310 | +285 | $9.4K | +$8.7K | 1140.0% |
| Versant Capital Management, Inc | 2,278 | +123 | $69.3K | +$5.4K | 5.7% |
| Arax Advisory Partners | 1,102 | +81 | $33.5K | +$3.3K | 7.9% |
| Cullen/Frost Bankers, Inc. | 456 | +90 | $13.9K | +$3.0K | 24.6% |
| Parallel Advisors, LLC | 1,712 | +45 | $52.1K | +$2.7K | 2.7% |
| Farther Finance Advisors, LLC | 608 | +13 | $18.5K | +$859 | 2.2% |
| HRT FINANCIAL LP | 28,756 | +19,439 | $874 | +$598 | 208.6% |
| CANADA LIFE ASSURANCE Co | 103,686 | +15,635 | $3.2K | +$572 | 17.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 21,326 | +8,292 | $649 | +$263 | 63.6% |
| Mn Services Vermogensbeheer B.V. | 116,311 | +3,223 | $3.5K | +$193 | 2.8% |
| CWM, LLC | 1,926 | +35 | $59 | +$3 | 1.9% |
Reduced(146)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Royal Bank of Canada | 6,346,058 | -8,543,529 | $193.0M | -$209.4M | -57.4% |
| Sycale Advisors (NY) LLC | 1,240,182 | -1,004,104 | $37.7M | -$28.8M | -44.7% |
| Caisse de depot et placement du Quebec | 30,917,402 | 0 | $941.4M | +$25.7M | 0.0% |
| NORGES BANK | 3,234,907 | -636,190 | $98.4M | +$25.7M | -16.4% |
| BROWNING WEST LP | 12,620,233 | -1,114,710 | $383.9M | -$23.2M | -8.1% |
| GOLDMAN SACHS GROUP INC | 2,182,384 | -837,175 | $66.4M | -$23.1M | -27.7% |
| RIT CAPITAL PARTNERS PLC | 30,409 | -733,990 | $923.7K | -$21.3M | -96.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 59,246 | -511,908 | $1.8M | -$15.1M | -89.6% |
| BANK OF MONTREAL /CAN/ | 3,789,904 | -557,577 | $115.3M | -$13.5M | -12.8% |
| MACKENZIE FINANCIAL CORP | 13,390,611 | -58,270 | $409.7M | +$11.5M | -0.4% |
| CIBC WORLD MARKET INC. | 1,526,360 | -409,867 | $46.4M | -$10.9M | -21.2% |
| BANK OF AMERICA CORP /DE/ | 1,393,737 | -394,108 | $42.4M | -$10.6M | -22.0% |
| Capital International Investors | 964,743 | -347,489 | $29.3M | -$9.5M | -26.5% |
| MILLENNIUM MANAGEMENT LLC | 48,283 | -306,597 | $1.5M | -$9.0M | -86.4% |
| NATIONAL BANK OF CANADA /FI/ | 3,706,305 | -428,686 | $112.5M | -$9.0M | -10.4% |
| BANK OF NOVA SCOTIA | 2,005,841 | -277,022 | $61.0M | -$6.6M | -12.1% |
| TWO SIGMA ADVISERS, LP | 34,556 | -214,300 | $1.1M | -$6.3M | -86.1% |
| CITIGROUP INC | 108,588 | -213,966 | $3.3M | -$6.2M | -66.3% |
| Triasima Portfolio Management inc. | 22,600 | -174,908 | $688.2K | -$5.2M | -88.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 11,636 | -154,916 | $354.3K | -$4.6M | -93.0% |
| UBS Group AG | 509,112 | -145,826 | $15.5M | -$3.9M | -22.3% |
| Artisan Partners Limited Partnership | 2,694,232 | -204,902 | $81.9M | -$3.9M | -7.1% |
| TWO SIGMA INVESTMENTS, LP | 315,150 | -134,500 | $9.6M | -$3.7M | -29.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,533 | -126,961 | $1.4M | -$3.7M | -72.8% |
| Korea Investment CORP | 285,651 | -87,975 | $8.7M | -$2.4M | -23.5% |
| JPMORGAN CHASE & CO | 1,124,546 | -103,469 | $34.2M | -$2.2M | -8.4% |
| JUPITER ASSET MANAGEMENT LTD | 176,669 | -78,057 | $5.4M | -$2.2M | -30.6% |
| LETKO, BROSSEAU & ASSOCIATES INC | 3,219,140 | -32,000 | $98.0M | +$1.7M | -1.0% |
| Invesco Ltd. | 2,432,117 | -6,801 | $74.0M | +$1.7M | -0.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,172,978 | -3,596 | $66.1M | +$1.6M | -0.2% |
| Swiss National Bank | 807,500 | -68,800 | $24.6M | -$1.4M | -7.8% |
| Addenda Capital Inc. | 362,752 | -34,938 | $15.1M | -$1.2M | -8.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 134,701 | -41,279 | $4.1M | -$1.1M | -23.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,795,321 | -83,825 | $54.7M | -$944.6K | -4.5% |
| MUFG SECURITIES (CANADA), LTD. | 489,597 | -40,935 | $14.9M | -$815.6K | -7.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,033,504 | 0 | $31.4M | +$806.1K | 0.0% |
| First Eagle Investment Management, LLC | 935,036 | -2,243 | $28.4M | +$687.7K | -0.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 824,092 | -1,923 | $25.1M | +$629.6K | -0.2% |
| NEUBERGER BERMAN GROUP LLC | 12,798 | -21,554 | $389.7K | -$627.7K | -62.7% |
| Amundi | 370,808 | -41,078 | $11.3M | -$627.6K | -10.0% |
| D. E. Shaw & Co., Inc. | 140,099 | -24,163 | $4.3M | -$603.3K | -14.7% |
| Plato Investment Management Ltd | 18,052 | -19,852 | $551.8K | -$562.4K | -52.4% |
| AMERICAN CENTURY COMPANIES INC | 151,611 | -20,163 | $4.6M | -$475.9K | -11.7% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 565,500 | 0 | $17.2M | +$471.0K | 0.0% |
| JANE STREET GROUP, LLC | 14,053 | -14,321 | $427.5K | -$413.5K | -50.5% |
| Tower Research Capital LLC (TRC) | 2,822 | -13,811 | $85.8K | -$407.2K | -83.0% |
| Clearbridge Investments, LLC | 2,363,866 | -74,850 | $71.9M | -$374.7K | -3.1% |
| Henry James International Management Inc. | 182,218 | -17,300 | $5.5M | -$370.6K | -8.7% |
| Westerkirk Capital Inc. | 900 | -12,500 | $27.4K | -$369.8K | -93.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 168,540 | -15,978 | $5.1M | -$337.1K | -8.7% |
| XTX Topco Ltd | 19,182 | -11,616 | $583.5K | -$329.3K | -37.7% |
| RITHOLTZ WEALTH MANAGEMENT | 56,829 | -11,916 | $1.7M | -$308.9K | -17.3% |
| Qube Research & Technologies Ltd | 28,000 | -9,800 | $851.5K | -$267.5K | -25.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,112,505 | -20,312 | $33.8M | +$265.7K | -1.8% |
| Pictet Asset Management Holding SA | 177,314 | -13,394 | $5.4M | -$249.0K | -7.0% |
| Verition Fund Management LLC | 53,860 | -9,691 | $1.6M | -$245.2K | -15.2% |
| Driehaus Capital Management LLC | 1,207,400 | -25,000 | $36.7M | +$238.4K | -2.0% |
| FMR LLC | 85,053 | -9,271 | $2.6M | -$206.6K | -9.8% |
| Anson Funds Management LP | 145,000 | -10,000 | $4.4M | -$183.0K | -6.5% |
| Nuveen, LLC | 212,662 | 0 | $6.5M | +$177.1K | 0.0% |
| DEUTSCHE BANK AG\ | 278,277 | -1,830 | $8.5M | +$162.8K | -0.7% |
| FORSTA AP-FONDEN | 196,200 | -400 | $6.0M | +$151.6K | -0.2% |
| Heathbridge Capital Management Ltd. | 377,600 | -5,850 | $11.5M | +$151.4K | -1.5% |
| Crossmark Global Holdings, Inc. | 11,218 | -4,262 | $341.3K | -$117.6K | -27.5% |
| STEPH & CO | 1,511 | -3,844 | $46.0K | -$112.8K | -71.8% |
| FRANKLIN RESOURCES INC | 120,285 | -6,760 | $3.7M | -$103.1K | -5.3% |
| Summerhill Capital Management lnc. | 123,223 | -344 | $3.7M | +$89.6K | -0.3% |
| APG Asset Management N.V. | 166,216 | -7,884 | $4.3M | -$78.9K | -4.5% |
| Ballentine Partners, LLC | 6,822 | -2,632 | $207.5K | -$72.7K | -27.8% |
| Man Group plc | 85,181 | -200 | $2.6M | +$65.0K | -0.2% |
| Creative Planning | 14,279 | -2,144 | $434.4K | -$52.4K | -13.1% |
| Rathbones Group PLC | 52,000 | 0 | $1.6M | +$43.2K | 0.0% |
| Bank of New York Mellon Corp | 286,239 | -8,878 | $8.7M | -$39.9K | -3.0% |
| Aviso Financial Inc. | 49,007 | -86 | $1.5M | +$36.5K | -0.2% |
| GROUP ONE TRADING LLC | 500 | -1,200 | $15.2K | -$35.2K | -70.6% |
| Pathstone Holdings, LLC | 20,919 | -1,690 | $636.4K | -$33.8K | -7.5% |
| PRINCIPAL FINANCIAL GROUP INC | 24,000 | -1,800 | $730.8K | -$33.3K | -7.0% |
| Sequoia Financial Advisors, LLC | 49,872 | -207 | $1.5M | +$32.8K | -0.4% |
| Utah Retirement Systems | 35,728 | 0 | $1.1M | +$29.8K | 0.0% |
| AUXIER ASSET MANAGEMENT | 51,330 | -500 | $1.6M | +$25.2K | -1.0% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 33,641 | -107 | $1.0M | +$23.1K | -0.3% |
| OneAscent Investment Solutions LLC | 29,006 | 0 | $882.4K | +$22.6K | 0.0% |
| ALLIANCEBERNSTEIN L.P. | 28,643 | -19 | $871.3K | +$21.8K | -0.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 168,702 | -5,457 | $5.1M | -$21.1K | -3.1% |
| 683 Capital Management, LLC | 25,000 | 0 | $760.5K | +$19.5K | 0.0% |
| SIMPLEX TRADING, LLC | 642 | -11,340 | $19.5K | +$19.2K | -94.6% |
| DANSKE BANK A/S | 16,820 | -1,312 | $512.3K | -$18.2K | -7.2% |
| EverSource Wealth Advisors, LLC | 1,211 | -646 | $36.8K | -$18.2K | -34.8% |
| QUADRANT CAPITAL GROUP LLC | 23,299 | 0 | $708.8K | +$18.2K | 0.0% |
| Susquehanna Portfolio Strategies, LLC | 19,600 | 0 | $596.2K | +$15.3K | 0.0% |
| Cardinal Point Capital Management ULC | 23,186 | -200 | $706.1K | +$13.8K | -0.8% |
| NBC SECURITIES, INC. | 17,119 | -4 | $520.8K | +$13.2K | -0.0% |
| State of Tennessee, Department of Treasury | 168,854 | -15,284 | $5.4M | -$12.1K | -8.3% |
| Vanguard Personalized Indexing Management, LLC | 20,658 | -923 | $628.4K | -$11.2K | -4.3% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 14,011 | 0 | $426.2K | +$10.9K | 0.0% |
| PNC Financial Services Group, Inc. | 9,427 | -606 | $286.8K | -$10.6K | -6.0% |
| Principle Wealth Partners LLC | 13,152 | 0 | $400.1K | +$10.3K | 0.0% |
| Beutel, Goodman & Co Ltd. | 6,679,818 | -516,584 | $203.4K | -$9.7K | -7.2% |
| Clarius Group, LLC | 9,723 | 0 | $295.8K | +$7.6K | 0.0% |
| IHT Wealth Management, LLC | 21,888 | -830 | $665.8K | -$7.5K | -3.6% |
| Blue Trust, Inc. | 155 | -238 | $4.7K | -$6.9K | -60.5% |
| Legacy Wealth Asset Management, LLC | 30,859 | -647 | $938.7K | +$4.9K | -2.0% |
| OSAIC HOLDINGS, INC. | 1,043 | -151 | $31.7K | -$3.4K | -12.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 229 | -109 | $7.0K | -$3.1K | -32.2% |
| Manchester Capital Management LLC | 685 | -115 | $20.8K | -$2.9K | -14.4% |
| UniSuper Management Pty Ltd | 5,400 | 0 | $225.4K | +$2.9K | 0.0% |
| BNP PARIBAS FINANCIAL MARKETS | 5,801 | -237 | $176.5K | -$2.5K | -3.9% |
| Addison Advisors LLC | 3,060 | 0 | $93.1K | +$2.4K | 0.0% |
| Corient Private Wealth LLC | 16,134 | -396 | $488.0K | -$2.0K | -2.4% |
| NATIXIS ADVISORS, LLC | 154,909 | -67,474 | $4.7K | -$1.9K | -30.3% |
| Cromwell Holdings LLC | 2,120 | 0 | $64.5K | +$1.7K | 0.0% |
| Spire Wealth Management | 1,862 | 0 | $56.6K | +$1.5K | 0.0% |
| MassMutual Private Wealth & Trust, FSB | 434 | -55 | $13.2K | -$1.3K | -11.2% |
| NATIXIS | 2,576 | -26 | $78.4K | +$1.2K | -1.0% |
| Tacita Capital Inc | 1,500 | 0 | $45.6K | +$1.2K | 0.0% |
| NewEdge Advisors, LLC | 795 | 0 | $24.2K | +$620 | 0.0% |
| ASSETMARK, INC | 692 | 0 | $21.1K | +$540 | 0.0% |
| Bell Investment Advisors, Inc | 116 | -21 | $3.5K | -$532 | -15.3% |
| Pinnacle Bancorp, Inc. | 438 | 0 | $13.3K | +$342 | 0.0% |
| MONTAG A & ASSOCIATES INC | 408 | 0 | $12.4K | +$318 | 0.0% |
| Sound Income Strategies, LLC | 48 | 0 | $1.6K | +$295 | 0.0% |
| DekaBank Deutsche Girozentrale | 32,840 | 0 | $696 | -$269 | 0.0% |
| Cornerstone Planning Group LLC | 41 | 0 | $1.4K | +$241 | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 260 | 0 | $7.9K | +$203 | 0.0% |
| Gulf International Bank (UK) Ltd | 17,801 | 0 | $541 | -$193 | 0.0% |
| Smartleaf Asset Management LLC | 150 | 0 | $4.6K | +$190 | 0.0% |
| Washington Trust Advisors, Inc. | 229 | 0 | $7.0K | +$178 | 0.0% |
| Parkside Financial Bank & Trust | 180 | 0 | $5.5K | +$140 | 0.0% |
| BESSEMER GROUP INC | 1,031 | -4,516 | $32 | -$132 | -81.4% |
| HANTZ FINANCIAL SERVICES, INC. | 84,143 | -4,633 | $2.6K | -$71 | -5.2% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 82 | 0 | $2.5K | +$64 | 0.0% |
| JFS WEALTH ADVISORS, LLC | 76 | 0 | $2.3K | +$59 | 0.0% |
| RHUMBLINE ADVISERS | 70 | 0 | $2.1K | +$55 | 0.0% |
| Claret Asset Management Corp | 81,305 | -344 | $2.5K | +$55 | -0.4% |
| UMB Bank, n.a. | 70 | 0 | $2.1K | +$54 | 0.0% |
| Bare Financial Services, Inc | 66 | 0 | $2.0K | +$52 | 0.0% |
| Dogwood Wealth Management LLC | 64 | 0 | $1.9K | +$50 | 0.0% |
| Bogart Wealth, LLC | 42 | 0 | $1.3K | +$33 | 0.0% |
| Steward Partners Investment Advisory, LLC | 35 | 0 | $1.1K | +$28 | 0.0% |
| SBI Securities Co., Ltd. | 29 | 0 | $882 | +$22 | 0.0% |
| WealthCollab, LLC | 24 | 0 | $731 | +$19 | 0.0% |
| Triumph Capital Management | 15 | 0 | $456 | +$11 | 0.0% |
| S&CO INC | 10,000 | 0 | $304 | +$8 | 0.0% |
| Militia Capital Partners, LP | 9,700 | 0 | $287.5K | $0 | 0.0% |
| Capital Advisors, Ltd. LLC | 625 | 0 | $19 | $0 | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | 0 | $0 | $0 | — |