13F QoQ Ownership Changes
CBRE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 159 new · 420 added · 511 reduced · 108 exited
New Positions(159)
Added To(420)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cantillon Capital Management LLC | 13,508,609 | +9,081,588 | $1.93B | +$1.23B | 205.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,822,338 | +1,466,461 | $293.0M | +$236.9M | 412.1% |
| APG Asset Management N.V. | 1,594,808 | +1,373,964 | $218.3M | +$188.7M | 622.1% |
| VANGUARD GROUP INC | 47,817,916 | +101,274 | $7.69B | +$170.4M | 0.2% |
| NORGES BANK | 4,001,521 | +128,474 | $643.4M | +$161.3M | 3.3% |
| FARALLON CAPITAL MANAGEMENT LLC | 2,599,809 | +983,771 | $412.8M | +$158.2M | 60.9% |
| FMR LLC | 9,254,432 | +801,453 | $1.49B | +$156.2M | 9.5% |
| BlackRock, Inc. | 27,679,435 | +102,045 | $4.45B | +$105.5M | 0.4% |
| MORGAN STANLEY | 6,691,017 | +403,489 | $1.08B | +$85.2M | 6.4% |
| Amundi | 1,700,963 | +433,222 | $273.5M | +$78.9M | 34.2% |
| MARSHALL WACE, LLP | 582,925 | +462,084 | $93.7M | +$74.7M | 382.4% |
| FEDERATED HERMES, INC. | 521,259 | +451,699 | $83.8M | +$72.9M | 649.4% |
| Assenagon Asset Management S.A. | 1,269,222 | +394,385 | $204.1M | +$66.2M | 45.1% |
| BNP PARIBAS FINANCIAL MARKETS | 768,200 | +368,753 | $123.5M | +$60.6M | 92.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,475,131 | +151,027 | $1.37B | +$53.4M | 1.8% |
| JPMORGAN CHASE & CO | 4,202,302 | +247,894 | $675.7M | +$52.6M | 6.3% |
| PRINCIPAL FINANCIAL GROUP INC | 9,567,987 | +99,532 | $1.54B | +$46.6M | 1.1% |
| STATE STREET CORP | 13,848,414 | +8,646 | $2.23B | +$46.1M | 0.1% |
| AMERICAN CENTURY COMPANIES INC | 995,578 | +271,973 | $160.1M | +$46.1M | 37.6% |
| Man Group plc | 680,502 | +232,119 | $109.4M | +$38.8M | 51.8% |
| Skandinaviska Enskilda Banken AB (publ) | 254,491 | +188,359 | $40.9M | +$30.5M | 284.8% |
| Vinva Investment Management Ltd | 395,212 | +169,655 | $64.5M | +$28.7M | 75.2% |
| HARRIS ASSOCIATES L P | 6,928,621 | +38,646 | $1.11B | +$28.5M | 0.6% |
| Schonfeld Strategic Advisors LLC | 293,064 | +132,022 | $47.1M | +$21.7M | 82.0% |
| FRANKLIN RESOURCES INC | 2,959,767 | +74,493 | $475.9M | +$21.3M | 2.6% |
| Focus Partners Wealth | 137,341 | +120,207 | $22.1M | +$19.4M | 701.6% |
| Rathbones Group PLC | 545,862 | +111,396 | $87.8M | +$19.3M | 25.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 245,214 | +107,205 | $39.4M | +$17.7M | 77.7% |
| CITIGROUP INC | 241,775 | +105,467 | $38.9M | +$17.4M | 77.4% |
| DIMENSIONAL FUND ADVISORS LP | 2,737,320 | +53,288 | $440.2M | +$17.3M | 2.0% |
| Alphinity Investment Management Pty Ltd | 3,015,798 | +39,173 | $484.9M | +$15.9M | 1.3% |
| Voya Investment Management LLC | 1,239,134 | +70,628 | $199.2M | +$15.1M | 6.0% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 549,600 | +82,800 | $88.4M | +$14.8M | 17.7% |
| MARSICO CAPITAL MANAGEMENT LLC | 193,503 | +89,653 | $31.1M | +$14.8M | 86.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 647,595 | +63,861 | $105.8M | +$13.8M | 10.9% |
| MEEDER ASSET MANAGEMENT INC | 83,633 | +83,502 | $13.4M | +$13.4M | 63742.0% |
| Adelante Capital Management LLC | 109,094 | +82,629 | $17.5M | +$13.4M | 312.2% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 84,348 | +76,123 | $13.6M | +$12.3M | 925.5% |
| CAPTRUST FINANCIAL ADVISORS | 90,604 | +73,156 | $14.6M | +$11.8M | 419.3% |
| MUFG Securities EMEA plc | 74,229 | +68,619 | $11.9M | +$11.1M | 1223.2% |
| Robeco Institutional Asset Management B.V. | 2,457,315 | +19,254 | $395.1M | +$11.0M | 0.8% |
| FORSTA AP-FONDEN | 129,200 | +65,500 | $20.8M | +$10.7M | 102.8% |
| Nuveen, LLC | 1,788,417 | +31,202 | $287.6M | +$10.7M | 1.8% |
| Delta Global Management LP | 238,553 | +61,828 | $38.4M | +$10.5M | 35.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,920,487 | +26,560 | $308.8M | +$10.4M | 1.4% |
| TD Asset Management Inc | 572,277 | +48,069 | $92.0M | +$9.4M | 9.2% |
| Point72 Asset Management, L.P. | 117,193 | +53,772 | $18.8M | +$8.9M | 84.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 626,354 | +42,019 | $100.3M | +$8.3M | 7.2% |
| Zurich Insurance Group Ltd/FI | 206,882 | +46,790 | $33.3M | +$8.0M | 29.2% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 48,267 | +1,800 | $7.8M | +$7.8M | 3.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 221,944 | +44,054 | $35.7M | +$7.7M | 24.8% |
| Quantinno Capital Management LP | 218,286 | +37,611 | $35.1M | +$6.6M | 20.8% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 137,524 | +38,944 | $22.1M | +$6.6M | 39.5% |
| Livforsakringsbolaget Skandia, Omsesidigt | 66,897 | +39,900 | $10.8M | +$6.5M | 147.8% |
| BANK OF NOVA SCOTIA | 96,470 | +38,881 | $15.5M | +$6.4M | 67.5% |
| TUDOR INVESTMENT CORP ET AL | 69,358 | +38,979 | $11.2M | +$6.4M | 128.3% |
| Trexquant Investment LP | 97,073 | +38,186 | $15.6M | +$6.3M | 64.8% |
| National Pension Service | 567,136 | +28,058 | $91.2M | +$6.3M | 5.2% |
| PARK PRESIDIO CAPITAL LLC | 588,907 | +22,578 | $94.7M | +$5.5M | 4.0% |
| AGF MANAGEMENT LTD | 756,580 | +18,633 | $121.7M | +$5.4M | 2.5% |
| JANUS HENDERSON GROUP PLC | 450,861 | +24,354 | $72.5M | +$5.3M | 5.7% |
| Entropy Technologies, LP | 47,872 | +31,107 | $7.7M | +$5.1M | 185.5% |
| CIBC Asset Management Inc | 78,292 | +28,649 | $12.6M | +$4.8M | 57.7% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 47,198 | +23,596 | $7.6M | +$3.9M | 100.0% |
| Mitsubishi UFJ Trust & Banking Corp | 511,856 | +12,688 | $82.3M | +$3.7M | 2.5% |
| Walleye Trading LLC | 35,500 | +22,200 | $5.7M | +$3.6M | 166.9% |
| Banque Cantonale Vaudoise | 22,098 | +2,443 | $3.6M | +$3.6M | 12.4% |
| AVIVA PLC | 296,171 | +16,389 | $47.6M | +$3.5M | 5.8% |
| NEOS Investment Management LLC | 85,085 | +19,742 | $13.7M | +$3.4M | 30.2% |
| DANSKE BANK A/S | 288,089 | +14,107 | $46.3M | +$3.2M | 5.1% |
| Lombard Odier Asset Management (Switzerland) SA | 38,649 | +17,638 | $6.2M | +$2.9M | 83.9% |
| WELLS FARGO & COMPANY/MN | 851,982 | +904 | $137.0M | +$2.9M | 0.1% |
| SHELTON CAPITAL MANAGEMENT | 96,342 | +16,300 | $15.5M | +$2.9M | 20.4% |
| CREDIT AGRICOLE S A | 117,413 | +15,146 | $18.9M | +$2.8M | 14.8% |
| BANK OF MONTREAL /CAN/ | 308,560 | +10,027 | $49.6M | +$2.6M | 3.4% |
| SummitTX Capital, L.P. | 30,861 | +15,572 | $5.0M | +$2.6M | 101.8% |
| BARCLAYS PLC | 816,070 | +74,682 | $114.3M | -$2.5M | 10.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 658,010 | +2,100 | $105.8M | +$2.5M | 0.3% |
| Vident Advisory, LLC | 74,087 | +13,952 | $11.9M | +$2.4M | 23.2% |
| Nippon Life Global Investors Americas, Inc. | 206,880 | +11,110 | $33.3M | +$2.4M | 5.7% |
| Voleon Capital Management LP | 25,588 | +14,298 | $4.1M | +$2.3M | 126.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,040 | +195 | $2.3M | +$2.3M | 1.4% |
| Prestige Wealth Management Group LLC | 20,572 | +16,361 | $2.8M | +$2.2M | 388.5% |
| Greenland Capital Management LP | 53,057 | +12,348 | $8.5M | +$2.1M | 30.3% |
| Munich Reinsurance Co Stock Corp in Munich | 30,769 | +12,112 | $5.0M | +$2.1M | 64.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 74,609 | +11,381 | $12.0M | +$2.0M | 18.0% |
| Investment Management Corp of Ontario | 26,264 | +12,294 | $4.2M | +$2.0M | 88.0% |
| COMMERCE BANK | 430,501 | +3,788 | $69.2M | +$2.0M | 0.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 226,322 | +7,220 | $36.5M | +$2.0M | 3.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 51,460 | +11,351 | $8.3M | +$2.0M | 28.3% |
| Woodline Partners LP | 50,095 | +11,358 | $8.1M | +$2.0M | 29.3% |
| ALLSTATE CORP | 23,063 | +11,587 | $3.7M | +$1.9M | 101.0% |
| Knights of Columbus Asset Advisors LLC | 25,265 | +11,413 | $4.1M | +$1.9M | 82.4% |
| California Public Employees Retirement System | 539,855 | +782 | $86.8M | +$1.9M | 0.1% |
| Creative Planning | 63,313 | +10,371 | $10.2M | +$1.8M | 19.6% |
| Polymer Capital Management (US) LLC | 19,276 | +10,818 | $3.1M | +$1.8M | 127.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 52,711 | +9,866 | $8.5M | +$1.7M | 23.0% |
| MACQUARIE GROUP LTD | 61,658 | +9,634 | $9.9M | +$1.7M | 18.5% |
| ABN AMRO INVESTMENT SOLUTIONS | 33,089 | +10,013 | $5.3M | +$1.7M | 43.4% |
| Mirae Asset Global Investments Co., Ltd. | 48,373 | +9,004 | $7.8M | +$1.6M | 22.9% |
| BROWN ADVISORY INC | 152,803 | +6,780 | $24.6M | +$1.6M | 4.6% |
| Candriam S.C.A. | 165,193 | +6,513 | $26.6M | +$1.6M | 4.1% |
| Cornerstone Investment Partners, LLC | 394,560 | +1,801 | $63.4M | +$1.6M | 0.5% |
| CIM, LLC | 11,131 | +9,530 | $1.8M | +$1.5M | 595.3% |
| Edgestream Partners, L.P. | 89,547 | +7,634 | $14.4M | +$1.5M | 9.3% |
| Gotham Asset Management, LLC | 80,728 | +7,642 | $13.0M | +$1.5M | 10.4% |
| LBP AM SA | 117,700 | +6,552 | $18.9M | +$1.4M | 5.9% |
| FIRST TRUST ADVISORS LP | 33,600 | +8,256 | $5.4M | +$1.4M | 32.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 85,473 | +6,479 | $13.7M | +$1.3M | 8.2% |
| M.D. Sass, LLC | 295,737 | +2,068 | $47.6M | +$1.3M | 0.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 134,223 | +5,314 | $21.6M | +$1.3M | 4.1% |
| Russell Investments Group, Ltd. | 284,801 | +2,123 | $45.9M | +$1.3M | 0.8% |
| PICTON MAHONEY ASSET MANAGEMENT | 7,829 | +7,819 | $1.3M | +$1.3M | 78190.0% |
| Raiffeisen Bank International AG | 69,452 | +5,851 | $11.3M | +$1.2M | 9.2% |
| MACKENZIE FINANCIAL CORP | 48,498 | +5,962 | $7.9M | +$1.2M | 14.0% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 147,619 | +4,505 | $23.7M | +$1.2M | 3.1% |
| FOX RUN MANAGEMENT, L.L.C. | 13,924 | +6,846 | $2.2M | +$1.1M | 96.7% |
| RAYMOND JAMES FINANCIAL INC | 291,122 | +923 | $46.8M | +$1.1M | 0.3% |
| TORONTO DOMINION BANK | 132,677 | +4,108 | $21.3M | +$1.1M | 3.2% |
| PNC Financial Services Group, Inc. | 108,204 | +4,541 | $17.4M | +$1.1M | 4.4% |
| Atlantic Union Bankshares Corp | 29,653 | +6,034 | $4.8M | +$1.0M | 25.5% |
| PZENA INVESTMENT MANAGEMENT LLC | 296,040 | +518 | $47.6M | +$1.0M | 0.2% |
| NEUBERGER BERMAN GROUP LLC | 28,543 | +5,984 | $4.6M | +$1.0M | 26.5% |
| AlphaQuest LLC | 26,700 | +5,846 | $4.3M | +$1.0M | 28.0% |
| Triavera Capital LLC | 84,526 | +4,531 | $13.6M | +$986.9K | 5.7% |
| FRED ALGER MANAGEMENT, LLC | 90,890 | +4,083 | $14.6M | +$936.9K | 4.7% |
| Tower Research Capital LLC (TRC) | 13,162 | +5,345 | $2.1M | +$884.7K | 68.4% |
| ProShare Advisors LLC | 73,652 | +3,810 | $11.8M | +$838.2K | 5.5% |
| Wealthfront Advisers LLC | 29,278 | +4,576 | $4.7M | +$815.6K | 18.5% |
| Cerity Partners LLC | 67,663 | +3,722 | $10.9M | +$805.0K | 5.8% |
| VANCE WEALTH, LLC | 10,930 | +4,878 | $1.8M | +$803.9K | 80.6% |
| Tidal Investments LLC | 18,573 | +4,623 | $3.0M | +$788.4K | 33.1% |
| Vestmark Advisory Solutions, Inc. | 13,224 | +4,685 | $2.1M | +$780.9K | 54.9% |
| &PARTNERS | 27,140 | +4,366 | $4.4M | +$768.1K | 19.2% |
| LPL Financial LLC | 112,744 | +2,311 | $18.1M | +$728.3K | 2.1% |
| MAI Capital Management | 102,361 | +2,375 | $16.5M | +$704.9K | 2.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,956 | +1,545 | $4.4M | +$700.6K | 6.3% |
| Czech National Bank | 77,295 | +2,854 | $12.4M | +$699.3K | 3.8% |
| Callan Family Office, LLC | 9,563 | +4,114 | $1.5M | +$679.1K | 75.5% |
| MONTAG A & ASSOCIATES INC | 62,082 | +2,915 | $10.0M | +$659.9K | 4.9% |
| Fisher Asset Management, LLC | 46,751 | +3,218 | $7.5M | +$657.9K | 7.4% |
| Sequoia Financial Advisors, LLC | 17,314 | +3,762 | $2.8M | +$648.6K | 27.8% |
| XPONANCE, INC. | 82,760 | +2,307 | $13.3M | +$630.8K | 2.9% |
| Rockefeller Capital Management L.P. | 23,057 | +3,516 | $3.7M | +$628.5K | 18.0% |
| NorthCrest Asset Manangement, LLC | 37,806 | +1,185 | $6.2M | +$623.6K | 3.2% |
| DNB Asset Management AS | 58,354 | +2,689 | $9.4M | +$612.2K | 4.8% |
| Avanza Fonder AB | 30,276 | +3,233 | $4.9M | +$607.2K | 11.9% |
| M&T Bank Corp | 36,477 | +3,027 | $5.9M | +$593.7K | 9.0% |
| NewEdge Wealth, LLC | 8,558 | +3,178 | $1.4M | +$568.7K | 59.1% |
| USS Investment Management Ltd | 45,933 | +2,412 | $7.4M | +$534.0K | 5.5% |
| STIFEL FINANCIAL CORP | 59,342 | +2,084 | $9.5M | +$520.0K | 3.6% |
| WHITTIER TRUST CO | 43,527 | +150 | $7.3M | +$492.6K | 0.3% |
| Graham Capital Management, L.P. | 20,393 | +2,598 | $3.3M | +$475.2K | 14.6% |
| Crossmark Global Holdings, Inc. | 62,666 | +1,629 | $10.1M | +$459.1K | 2.7% |
| Smith Salley Wealth Management | 12,691 | +2,639 | $2.0M | +$456.7K | 26.3% |
| Concurrent Investment Advisors, LLC | 6,180 | +2,689 | $993.5K | +$443.5K | 77.0% |
| Cetera Investment Advisers | 53,191 | +1,723 | $8.6M | +$443.1K | 3.3% |
| Beacon Pointe Advisors, LLC | 4,625 | +2,631 | $743.7K | +$429.5K | 131.9% |
| Global Retirement Partners, LLC | 3,393 | +2,580 | $545.6K | +$417.5K | 317.3% |
| HB Wealth Management, LLC | 44,659 | +1,721 | $7.2M | +$415.4K | 4.0% |
| Vanguard Personalized Indexing Management, LLC | 55,474 | +1,479 | $8.9M | +$412.2K | 2.7% |
| VIRTUS ADVISERS, LLC | 3,140 | +3,045 | $423.9K | +$409.0K | 3205.3% |
| Alberta Investment Management Corp | 33,800 | +1,900 | $5.4M | +$408.5K | 6.0% |
| Boston Common Asset Management, LLC | 111,809 | +218 | $18.0M | +$395.5K | 0.2% |
| Ethic Inc. | 70,209 | +1,024 | $11.3M | +$388.1K | 1.5% |
| Mariner, LLC | 39,403 | +1,551 | $6.3M | +$383.1K | 4.1% |
| Gen-Wealth Partners Inc | 2,846 | +2,322 | $457.7K | +$375.1K | 443.1% |
| PRINCIPAL SECURITIES, INC. | 14,884 | +2,033 | $2.4M | +$368.4K | 15.8% |
| MML INVESTORS SERVICES, LLC | 65,666 | +973 | $10.6M | +$365.3K | 1.5% |
| Caitlin John, LLC | 2,483 | +2,196 | $399.2K | +$354.0K | 765.1% |
| WESTPAC BANKING CORP | 35,235 | +1,470 | $5.7M | +$345.4K | 4.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 100,075 | +136 | $16.1M | +$344.7K | 0.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,515 | +2,052 | $725.9K | +$337.9K | 83.3% |
| JONES FINANCIAL COMPANIES LLLP | 9,066 | +1,957 | $1.5M | +$334.7K | 27.5% |
| Corient Private Wealth LLC | 151,124 | +561 | $24.0M | +$324.6K | 0.4% |
| AE Wealth Management LLC | 19,527 | +1,596 | $3.1M | +$314.6K | 8.9% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 14,524 | +96 | $2.3M | +$313.7K | 0.7% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6,262 | +1,760 | $1.0M | +$297.5K | 39.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 80,395 | +170 | $12.9M | +$286.4K | 0.2% |
| TD Waterhouse Canada Inc. | 2,326 | +1,705 | $374.1K | +$276.8K | 274.6% |
| Smartleaf Asset Management LLC | 12,825 | +1,390 | $2.1M | +$276.7K | 12.2% |
| GAMMA Investing LLC | 14,211 | +1,365 | $2.3M | +$261.0K | 10.6% |
| NewEdge Advisors, LLC | 5,818 | +1,451 | $935.5K | +$247.5K | 33.2% |
| BAILARD, INC. | 11,015 | +1,302 | $1.8M | +$240.7K | 13.4% |
| Advisory Services Network, LLC | 18,868 | +1,132 | $3.0M | +$239.3K | 6.4% |
| Jain Global LLC | 64,721 | +191 | $10.4M | +$239.1K | 0.3% |
| Vise Technologies, Inc. | 3,649 | +1,421 | $586.7K | +$235.7K | 63.8% |
| Machina Capital S.A.S. | 23,887 | +1,005 | $3.8M | +$235.5K | 4.4% |
| Norinchukin Bank, The | 17,610 | +1,026 | $2.8M | +$218.5K | 6.2% |
| Empowered Funds, LLC | 12,751 | +1,114 | $2.1M | +$216.7K | 9.6% |
| BLAIR WILLIAM & CO/IL | 17,129 | +1,005 | $2.8M | +$213.7K | 6.2% |
| Siemens Fonds Invest GmbH | 5,355 | +1,151 | $874.5K | +$212.1K | 27.4% |
| Wealthspire Advisors, LLC | 1,791 | +1,295 | $288.0K | +$209.8K | 261.1% |
| Argent Trust Co | 16,120 | +950 | $2.6M | +$201.8K | 6.3% |
| Clearstead Advisors, LLC | 10,320 | +1,049 | $1.7M | +$198.6K | 11.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,115 | +442 | $6.3M | +$196.0K | 1.1% |
| FIRST UNITED BANK & TRUST | 5,196 | +1,120 | $835.5K | +$193.3K | 27.5% |
| Spire Wealth Management | 4,582 | +1,121 | $736.7K | +$191.4K | 32.4% |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,480 | +1,135 | $398.8K | +$186.8K | 84.4% |
| Meeder Advisory Services, Inc. | 5,819 | +998 | $935.6K | +$176.0K | 20.7% |
| B. Metzler seel. Sohn & Co. AG | 15,707 | +792 | $2.5M | +$175.5K | 5.3% |
| DoubleLine ETF Adviser LP | 19,275 | +697 | $3.1M | +$172.1K | 3.8% |
| AZZAD ASSET MANAGEMENT INC /ADV | 29,680 | +474 | $4.8M | +$170.5K | 1.6% |
| Telos Capital Management, Inc. | 48,279 | +84 | $7.8M | +$169.2K | 0.2% |
| DEAN INVESTMENT ASSOCIATES, LLC | 25,198 | +555 | $4.1M | +$168.8K | 2.3% |
| SHELTON WEALTH MANAGEMENT, LLC | 8,932 | +873 | $1.4M | +$166.4K | 10.8% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 35,616 | +320 | $5.7M | +$165.5K | 0.9% |
| Cornerstone Wealth Management, LLC | 6,838 | +905 | $1.1M | +$164.7K | 15.3% |
| Aprio Wealth Management, LLC | 4,303 | +955 | $691.9K | +$164.4K | 28.5% |
| Farther Finance Advisors, LLC | 3,124 | +944 | $502.4K | +$158.9K | 43.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20,101 | +594 | $3.2M | +$158.5K | 3.0% |
| Parallel Advisors, LLC | 4,676 | +903 | $751.9K | +$157.4K | 23.9% |
| Crestwood Advisors Group, LLC | 26,251 | +448 | $4.2M | +$155.4K | 1.7% |
| Westerkirk Capital Inc. | 8,200 | +800 | $1.3M | +$152.5K | 10.8% |
| AlphaStar Capital Management, LLC | 12,217 | +717 | $2.0M | +$152.4K | 6.2% |
| TRUST POINT INC. | 2,929 | +869 | $471.0K | +$146.4K | 42.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 11,364 | +691 | $1.8M | +$145.6K | 6.5% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 6,588 | +780 | $1.1M | +$144.2K | 13.4% |
| JAMES INVESTMENT RESEARCH, INC. | 33,378 | +197 | $5.4M | +$138.9K | 0.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,455 | +850 | $233.9K | +$138.6K | 140.5% |
| INTRUST BANK NA | 14,885 | +554 | $2.4M | +$135.4K | 3.9% |
| D.A. DAVIDSON & CO. | 23,260 | +368 | $3.7M | +$133.1K | 1.6% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 33,596 | +149 | $5.4M | +$132.0K | 0.4% |
| CHOREO, LLC | 9,727 | +471 | $1.6M | +$130.1K | 5.1% |
| CHILDRESS CAPITAL ADVISORS, LLC | 2,257 | +721 | $362.9K | +$120.9K | 46.9% |
| COOKSON PEIRCE & CO INC | 9,463 | +537 | $1.5M | +$115.2K | 6.0% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 21,454 | +263 | $3.4M | +$110.7K | 1.2% |
| Compound Planning, Inc. | 5,933 | +570 | $954.0K | +$109.0K | 10.6% |
| EVERPAR ADVISORS LLC | 2,143 | +646 | $344.6K | +$108.7K | 43.1% |
| PROFUND ADVISORS LLC | 4,649 | +587 | $747.5K | +$107.5K | 14.4% |
| Gilbert & Cook, Inc. | 6,880 | +535 | $1.1M | +$106.5K | 8.4% |
| Dean Capital Management | 13,020 | +405 | $2.1M | +$105.9K | 3.2% |
| HUNTINGTON NATIONAL BANK | 7,850 | +509 | $1.3M | +$105.6K | 6.9% |
| GREENLEAF TRUST | 13,926 | +364 | $2.2M | +$102.3K | 2.7% |
| 3Chopt Investment Partners, LLC | 9,690 | +445 | $1.6M | +$101.4K | 4.8% |
| Apollon Wealth Management, LLC | 5,084 | +510 | $817.5K | +$96.8K | 11.1% |
| MATHER GROUP, LLC. | 2,454 | +559 | $394.5K | +$96.0K | 29.5% |
| Advisors Capital Management, LLC | 2,411 | +545 | $387.8K | +$93.6K | 29.2% |
| Atlantic Edge Private Wealth Management, LLC | 11,636 | +355 | $1.9M | +$93.5K | 3.1% |
| EVENTIDE ASSET MANAGEMENT, LLC | 5,102 | +446 | $833.1K | +$93.0K | 9.6% |
| Independent Advisor Alliance | 5,299 | +477 | $852.0K | +$92.3K | 9.9% |
| Aaron Wealth Advisors LLC | 4,321 | +485 | $694.8K | +$90.4K | 12.6% |
| Orion Porfolio Solutions, LLC | 19,575 | +168 | $3.1M | +$89.6K | 0.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 14,187 | +267 | $2.3M | +$87.9K | 1.9% |
| Simmons Bank | 24,693 | +52 | $4.0M | +$87.8K | 0.2% |
| Silvant Capital Management LLC | 14,788 | +237 | $2.4M | +$85.1K | 1.6% |
| EVOKE WEALTH, LLC | 3,623 | +456 | $582.5K | +$83.5K | 14.4% |
| Greenfield Savings Bank | 6,462 | +394 | $1.0M | +$83.0K | 6.5% |
| IEQ CAPITAL, LLC | 22,345 | +50 | $3.6M | +$80.1K | 0.2% |
| GTS SECURITIES LLC | 3,220 | +433 | $517.7K | +$78.6K | 15.5% |
| Wedmont Private Capital | 4,538 | +106 | $754.8K | +$78.1K | 2.4% |
| TECTONIC ADVISORS LLC | 12,643 | +227 | $2.0M | +$76.6K | 1.8% |
| UMB Bank, n.a. | 2,875 | +419 | $462.3K | +$75.3K | 17.1% |
| Haverford Trust Co | 2,244 | +428 | $360.8K | +$74.7K | 23.6% |
| RENAISSANCE GROUP LLC | 2,940 | +406 | $472.8K | +$73.5K | 16.0% |
| TD PRIVATE CLIENT WEALTH LLC | 14,620 | +160 | $2.4M | +$72.4K | 1.1% |
| JOURNEY STRATEGIC WEALTH LLC | 1,915 | +364 | $307.9K | +$63.5K | 23.5% |
| Marks Group Wealth Management, Inc | 6,398 | +256 | $1.0M | +$61.0K | 4.2% |
| CITIZENS FINANCIAL GROUP INC/RI | 3,963 | +305 | $637.2K | +$60.9K | 8.3% |
| Ballentine Partners, LLC | 8,391 | +200 | $1.3M | +$58.6K | 2.4% |
| American Trust Investment Advisors, LLC | 15,794 | +45 | $2.5M | +$58.1K | 0.3% |
| Bridgewater Advisors Inc. | 2,652 | +29 | $450.6K | +$57.1K | 1.1% |
| Clark Capital Management Group, Inc. | 5,213 | +242 | $838.2K | +$55.0K | 4.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 4,895 | +244 | $787.1K | +$54.3K | 5.2% |
| Verdence Capital Advisors LLC | 38,982 | +418 | $6.3M | +$54.1K | 1.1% |
| Fiduciary Trust Co | 14,453 | +45 | $2.3M | +$53.7K | 0.3% |
| MCF Advisors LLC | 464 | +329 | $74.6K | +$53.3K | 243.7% |
| Advisor OS, LLC | 3,023 | +273 | $486.1K | +$52.8K | 9.9% |
| SYON CAPITAL LLC | 7,214 | +183 | $1.2M | +$52.1K | 2.6% |
| WRIGHT INVESTORS SERVICE INC | 9,443 | +119 | $1.5M | +$49.3K | 1.3% |
| Soltis Investment Advisors LLC | 2,056 | +267 | $330.6K | +$48.8K | 14.9% |
| Sage Mountain Advisors LLC | 1,591 | +274 | $255.8K | +$48.3K | 20.8% |
| Fifth Third Wealth Advisors LLC | 3,615 | +230 | $581.3K | +$47.9K | 6.8% |
| Rakuten Securities, Inc. | 300 | +293 | $48.2K | +$47.1K | 4185.7% |
| Gladstone Institutional Advisory LLC | 3,078 | +233 | $494.9K | +$46.7K | 8.2% |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,500 | +100 | $1.5M | +$46.4K | 1.1% |
| Arkadios Wealth Advisors | 2,673 | +238 | $429.8K | +$46.1K | 9.8% |
| Valeo Financial Advisors, LLC | 2,609 | +232 | $419.6K | +$45.0K | 9.8% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 10,470 | +70 | $1.7M | +$44.8K | 0.7% |
| Meridian Wealth Management, LLC | 5,585 | +164 | $898.0K | +$43.9K | 3.0% |
| Jacobi Capital Management LLC | 7,417 | +126 | $1.2M | +$43.8K | 1.7% |
| 111 Capital | 1,768 | +232 | $284.3K | +$42.3K | 15.1% |
| Ashton Thomas Private Wealth, LLC | 8,706 | +86 | $1.4M | +$41.7K | 1.0% |
| Lido Advisors, LLC | 16,679 | +121 | $2.7M | +$41.6K | 0.7% |
| MGO ONE SEVEN LLC | 5,564 | +149 | $894.6K | +$41.4K | 2.8% |
| Premier Path Wealth Partners, LLC | 3,571 | +188 | $574.1K | +$41.1K | 5.5% |
| QUADRANT CAPITAL GROUP LLC | 9,030 | +51 | $1.5M | +$37.2K | 0.6% |
| Everhart Financial Group, Inc. | 2,221 | +189 | $357.1K | +$37.0K | 9.3% |
| Dynamic Advisor Solutions LLC | 2,393 | +181 | $384.8K | +$36.2K | 8.2% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9,366 | +24 | $1.5M | +$34.0K | 0.3% |
| CITY NATIONAL BANK OF FLORIDA /MSD | 1,884 | +175 | $302.9K | +$33.7K | 10.2% |
| Stratos Wealth Partners, LTD. | 5,424 | +92 | $872.1K | +$32.0K | 1.7% |
| CONDOR CAPITAL MANAGEMENT | 9,016 | +1 | $1.4M | +$29.3K | 0.0% |
| FIRST CITIZENS BANK & TRUST CO | 3,069 | +119 | $493.5K | +$28.7K | 4.0% |
| Aptus Capital Advisors, LLC | 2,082 | +126 | $334.8K | +$26.6K | 6.4% |
| Larson Financial Group LLC | 927 | +149 | $149.1K | +$26.5K | 19.1% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 1,770 | +130 | $284.6K | +$26.2K | 7.9% |
| STRS OHIO | 7,123 | +13 | $1.1M | +$25.1K | 0.2% |
| Dorsey & Whitney Trust CO LLC | 2,907 | +95 | $467.4K | +$24.4K | 3.4% |
| FIDELIS CAPITAL PARTNERS, LLC | 4,408 | +59 | $708.8K | +$23.5K | 1.4% |
| L2 Asset Management, LLC | 1,487 | +118 | $239.1K | +$23.4K | 8.6% |
| TRUST CO OF VERMONT | 289 | +139 | $46.5K | +$22.8K | 92.7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 301 | +138 | $48.4K | +$22.7K | 84.7% |
| TOWNSQUARE CAPITAL LLC | 3,366 | +72 | $541.2K | +$22.2K | 2.2% |
| Cromwell Holdings LLC | 949 | +121 | $152.6K | +$22.1K | 14.6% |
| Ascent Group, LLC | 4,900 | +39 | $787.9K | +$22.0K | 0.8% |
| Morey & Quinn Wealth Partners, LLC | 1,729 | +100 | $278.0K | +$21.3K | 6.1% |
| GREAT LAKES ADVISORS, LLC | 1,564 | +102 | $251.5K | +$21.1K | 7.0% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 6,149 | +5 | $988.7K | +$20.6K | 0.1% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 1,722 | +91 | $276.9K | +$19.9K | 5.6% |
| BRIDGES INVESTMENT MANAGEMENT INC | 5,125 | +21 | $824.0K | +$19.9K | 0.4% |
| Barnes Dennig Private Wealth Management LLC | 142 | +122 | $22.8K | +$19.7K | 610.0% |
| STEPHENS INC /AR/ | 3,440 | +54 | $553.1K | +$19.6K | 1.6% |
| Abacus Planning Group, Inc. | 1,702 | +89 | $273.7K | +$19.5K | 5.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,458,953 | +64,509 | $395.4K | +$18.1K | 2.7% |
| Versant Capital Management, Inc | 1,116 | +85 | $179.4K | +$17.0K | 8.2% |
| Cullen/Frost Bankers, Inc. | 140 | +99 | $22.5K | +$16.1K | 241.5% |
| Cooper Financial Group | 2,351 | +51 | $378.0K | +$15.6K | 2.2% |
| BSW Wealth Partners | 3,497 | +27 | $562.3K | +$15.5K | 0.8% |
| Frank, Rimerman Advisors LLC | 4,023 | +16 | $646.9K | +$15.5K | 0.4% |
| Parkside Financial Bank & Trust | 2,292 | +48 | $368.5K | +$15.0K | 2.1% |
| MJT & Associates Financial Advisory Group, Inc. | 186 | +88 | $29.9K | +$14.5K | 89.8% |
| Prospera Financial Services Inc | 1,912 | +50 | $307.4K | +$14.1K | 2.7% |
| Forum Financial Management, LP | 4,266 | +1 | $685.9K | +$13.9K | 0.0% |
| MJP ASSOCIATES INC /ADV | 1,539 | +56 | $247.5K | +$13.8K | 3.8% |
| World Investment Advisors | 2,690 | +367 | $379.5K | +$13.5K | 15.8% |
| Pinnacle Wealth Planning Services, Inc. | 2,696 | +29 | $433.5K | +$13.3K | 1.1% |
| Root Financial Partners, LLC | 483 | +74 | $77.7K | +$13.2K | 18.1% |
| HARBOR INVESTMENT ADVISORY, LLC | 115 | +80 | $18.5K | +$13.0K | 228.6% |
| Catalyst Capital Advisors LLC | 505 | +71 | $81.2K | +$12.8K | 16.4% |
| PDS Planning, Inc | 1,910 | +42 | $307.1K | +$12.8K | 2.2% |
| SG Americas Securities, LLC | 95,526 | +78,570 | $15.4K | +$12.7K | 463.4% |
| SBI Securities Co., Ltd. | 267 | +73 | $42.9K | +$12.4K | 37.6% |
| Glenview Trust co | 1,468 | +45 | $236.0K | +$11.8K | 3.2% |
| MassMutual Private Wealth & Trust, FSB | 1,739 | +37 | $279.6K | +$11.4K | 2.2% |
| OLD NATIONAL BANCORP /IN/ | 2,721 | +14 | $437.5K | +$11.0K | 0.5% |
| Wilmington Savings Fund Society, FSB | 2,955 | +9 | $475.1K | +$11.0K | 0.3% |
| Perigon Wealth Management, LLC | 2,760 | +13 | $443.8K | +$11.0K | 0.5% |
| CERTUITY, LLC | 1,475 | +37 | $237.3K | +$10.8K | 2.6% |
| ASSETMARK, INC | 3,257 | +1 | $523.6K | +$10.7K | 0.0% |
| NATIXIS ADVISORS, LLC | 1,328,728 | +39,929 | $213.6K | +$10.6K | 3.1% |
| Gryphon Financial Partners LLC | 1,664 | +33 | $267.6K | +$10.6K | 2.0% |
| Obermeyer Wealth Partners | 2,484 | +15 | $399.4K | +$10.4K | 0.6% |
| CYBER HORNET ETFs LLC | 857 | +47 | $137.8K | +$10.2K | 5.8% |
| ROTHSCHILD INVESTMENT LLC | 1,037 | +43 | $166.7K | +$10.1K | 4.3% |
| Sowell Financial Services LLC | 1,913 | +22 | $307.6K | +$9.7K | 1.2% |
| Resonant Capital Advisors, LLC | 1,389 | +33 | $223.3K | +$9.7K | 2.4% |
| Transamerica Financial Advisors, LLC | 142 | +58 | $22.8K | +$9.6K | 69.0% |
| Optas, LLC | 1,578 | +27 | $253.7K | +$9.3K | 1.7% |
| Silvercrest Asset Management Group LLC | 1,857 | +21 | $298.6K | +$9.3K | 1.1% |
| Bell Investment Advisors, Inc | 252 | +51 | $40.5K | +$8.8K | 25.4% |
| Walkner Condon Financial Advisors LLC | 2,297 | +9 | $369.3K | +$8.8K | 0.4% |
| LOWE BROCKENBROUGH & CO INC | 2,469 | +5 | $397.0K | +$8.8K | 0.2% |
| Freestone Capital Holdings, LLC | 2,660 | +1 | $427.7K | +$8.7K | 0.0% |
| Howard Capital Management Inc. | 2,125 | +11 | $341.7K | +$8.6K | 0.5% |
| Linden Thomas Advisory Services, LLC | 1,944 | +10 | $312.6K | +$7.9K | 0.5% |
| Nemes Rush Group LLC | 54 | +48 | $8.7K | +$7.7K | 800.0% |
| Park Place Capital Corp | 585 | +37 | $94.1K | +$7.7K | 6.8% |
| MISSION WEALTH MANAGEMENT, LP | 2,250 | +1 | $361.8K | +$7.5K | 0.0% |
| JFS WEALTH ADVISORS, LLC | 169 | +42 | $27.2K | +$7.2K | 33.1% |
| Circle Wealth Management, LLC | 1,604 | +10 | $257.9K | +$6.8K | 0.6% |
| Sigma Planning Corp | 1,679 | +8 | $270.0K | +$6.7K | 0.5% |
| Rossby Financial, LCC | 81 | +39 | $13.0K | +$6.4K | 92.8% |
| Stokes Family Office, LLC | 1,333 | +13 | $214.3K | +$6.4K | 1.0% |
| Meiji Yasuda Asset Management Co Ltd. | 1,434 | +10 | $230.6K | +$6.2K | 0.7% |
| IMA Advisory Services, Inc. | 37 | +34 | $5.9K | +$5.5K | 1133.3% |
| Clarius Group, LLC | 1,631 | +1 | $262.2K | +$5.4K | 0.1% |
| HARBOUR INVESTMENTS, INC. | 831 | +17 | $133.6K | +$5.4K | 2.1% |
| ORG Partners LLC | 194 | +30 | $31.2K | +$5.4K | 18.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 141,481 | +30,259 | $22.8K | +$5.3K | 27.2% |
| Quotient Wealth Partners, LLC | 1,518 | +1 | $244.1K | +$5.1K | 0.1% |
| CoreCap Advisors, LLC | 65 | +30 | $10.5K | +$4.9K | 85.7% |
| Quantum Financial Advisors, LLC | 1,283 | +3 | $206.3K | +$4.6K | 0.2% |
| North Star Investment Management Corp. | 94 | +27 | $15.1K | +$4.6K | 40.3% |
| Dogwood Wealth Management LLC | 126 | +25 | $20.3K | +$4.3K | 24.8% |
| E Fund Management (Hong Kong) Co., Ltd. | 27 | +25 | $4.6K | +$4.3K | 1250.0% |
| CVA Family Office, LLC | 986 | +6 | $158.5K | +$4.1K | 0.6% |
| Cornerstone Planning Group LLC | 199 | +4 | $33.7K | +$3.9K | 2.0% |
| First Command Advisory Services, Inc. | 31 | +24 | $5.0K | +$3.9K | 342.9% |
| Manchester Capital Management LLC | 172 | +20 | $27.7K | +$3.7K | 13.2% |
| Thrivent Financial for Lutherans | 642,164 | +10,179 | $103.3K | +$3.7K | 1.6% |
| High Note Wealth, LLC | 24 | +22 | $3.9K | +$3.5K | 1100.0% |
| Quent Capital, LLC | 962 | +2 | $154.7K | +$3.4K | 0.2% |
| Bogart Wealth, LLC | 319 | +14 | $51.3K | +$3.2K | 4.6% |
| IMG Wealth Management, Inc. | 44 | +17 | $7.1K | +$2.8K | 63.0% |
| SJS Investment Consulting Inc. | 30 | +15 | $4.8K | +$2.5K | 100.0% |
| CENTRAL TRUST Co | 345 | +8 | $55.5K | +$2.4K | 2.4% |
| Dunhill Financial, LLC | 38 | +13 | $6.2K | +$2.3K | 52.0% |
| Financial Management Professionals, Inc. | 94 | +12 | $15.1K | +$2.2K | 14.6% |
| Crewe Advisors LLC | 31 | +12 | $5.0K | +$2.0K | 63.1% |
| HIGHLINE WEALTH PARTNERS LLC | 59 | +10 | $9.5K | +$1.8K | 20.4% |
| Bay Harbor Wealth Management, LLC | 30 | +10 | $4.8K | +$1.7K | 50.0% |
| ELEVATION WEALTH PARTNERS, LLC | 28 | +9 | $4.5K | +$1.5K | 47.4% |
| Handelsbanken Fonder AB | 64,961 | +6,794 | $10.4K | +$1.3K | 11.7% |
| Aspect Partners, LLC | 51 | +7 | $8.2K | +$1.3K | 15.9% |
| Daiwa Securities Group Inc. | 66,902 | +4,618 | $10.8K | +$944 | 7.4% |
| Rialto Wealth Management, LLC | 27 | +5 | $4.3K | +$875 | 22.7% |
| HRT FINANCIAL LP | 134,601 | +960 | $21.6K | +$586 | 0.7% |
| BELLEVUE ASSET MANAGEMENT, LLC | 34 | +3 | $5.5K | +$582 | 9.7% |
| American Capital Advisory, LLC | 12 | +3 | $1.9K | +$511 | 33.3% |
| Quaker Wealth Management, LLC | 5 | +2 | $804 | +$331 | 66.7% |
| True Wealth Design, LLC | 52 | +1 | $8.3K | +$324 | 2.0% |
| Marquette Asset Management, LLC | 41 | +1 | $6.6K | +$290 | 2.5% |
| Cambridge Investment Research Advisors, Inc. | 7,487 | +1,270 | $1.2K | +$225 | 20.4% |
| BI Asset Management Fondsmaeglerselskab A/S | 21,556 | +901 | $3.5K | +$212 | 4.4% |
| BESSEMER GROUP INC | 18,383 | +923 | $3.0K | +$207 | 5.3% |
| HFM Investment Advisors, LLC | 10 | +1 | $1.6K | +$190 | 11.1% |
| CWM, LLC | 13,838 | +260 | $2.2K | +$86 | 1.9% |
| Janney Montgomery Scott LLC | 4,530 | +366 | $729 | +$73 | 8.8% |
| Community Bank & Trust, Waco, Texas | 14,693 | +70 | $2.4K | +$58 | 0.5% |
| STEVENS CAPITAL MANAGEMENT LP | 4,329 | +122 | $696 | +$33 | 2.9% |
| WEDBUSH SECURITIES INC | 1,688 | +115 | $271 | +$23 | 7.3% |
| PEAPACK GLADSTONE FINANCIAL CORP | 2,635 | +39 | $424 | +$15 | 1.5% |
| CX Institutional | 2,102 | +55 | $338 | +$15 | 2.7% |
| GW&K Investment Management, LLC | 205 | +13 | $33 | +$3 | 6.8% |
| Covestor Ltd | 253 | +17 | $40 | +$3 | 7.2% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 50 | +16 | $8 | +$3 | 47.0% |
| Capital Advisors, Ltd. LLC | 88 | +21 | $14 | +$3 | 31.3% |
| Avion Wealth | 94 | +2 | $15 | +$1 | 2.2% |
| VALLEY NATIONAL ADVISERS INC | 28 | +6 | $4 | +$1 | 27.3% |