13F QoQ Ownership Changes
CDW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 116 new · 239 added · 429 reduced · 138 exited
New Positions(116)
Added To(239)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 4,525,812 | +4,251,262 | $616.4M | +$572.7M | 1548.4% |
| VANGUARD GROUP INC | 17,439,124 | +235,872 | $2.38B | -$364.9M | 1.4% |
| CITADEL ADVISORS LLC | 1,076,143 | +780,789 | $146.6M | +$99.5M | 264.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,683,667 | +5,588 | $500.9M | -$83.7M | 0.1% |
| Boston Partners | 3,776,609 | +1,044,780 | $514.3M | +$79.1M | 38.2% |
| BlackRock, Inc. | 13,651,687 | +1,634,057 | $1.86B | -$54.8M | 13.6% |
| MILLENNIUM MANAGEMENT LLC | 531,569 | +406,216 | $72.4M | +$52.4M | 324.1% |
| NORGES BANK | 770,093 | +140,866 | $104.9M | -$37.5M | 22.4% |
| TWO SIGMA INVESTMENTS, LP | 551,341 | +313,963 | $75.1M | +$37.3M | 132.3% |
| BARCLAYS PLC | 579,130 | +161,743 | $103.4M | +$36.9M | 38.8% |
| JANUS HENDERSON GROUP PLC | 2,152,671 | +81,366 | $293.2M | -$36.7M | 3.9% |
| Alyeska Investment Group, L.P. | 548,505 | +307,607 | $74.7M | +$36.3M | 127.7% |
| JANE STREET GROUP, LLC | 420,438 | +288,921 | $57.3M | +$36.3M | 219.7% |
| L1 Capital International Pty Ltd | 282,072 | +221,875 | $38.4M | +$28.8M | 368.6% |
| Qube Research & Technologies Ltd | 526,368 | +235,086 | $71.7M | +$25.3M | 80.7% |
| FENIMORE ASSET MANAGEMENT INC | 1,150,567 | +9,485 | $156.7M | -$25.0M | 0.8% |
| TWO SIGMA ADVISERS, LP | 238,600 | +185,900 | $32.5M | +$24.1M | 352.8% |
| Jain Global LLC | 192,914 | +173,540 | $26.3M | +$23.2M | 895.7% |
| Allianz Asset Management GmbH | 167,491 | +158,719 | $22.8M | +$21.4M | 1809.4% |
| FIL Ltd | 2,232,864 | +445,569 | $304.1M | +$19.4M | 24.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 847,754 | +12,631 | $115.5M | -$17.6M | 1.5% |
| DEUTSCHE BANK AG\ | 748,186 | +9,578 | $101.9M | -$15.7M | 1.3% |
| Black Creek Investment Management Inc. | 670,434 | +181 | $91.3M | -$15.4M | 0.0% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1,243,235 | +100,238 | $169.3M | -$12.7M | 8.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 97,004 | +89,645 | $13.2M | +$12.0M | 1218.2% |
| AMERICAN CENTURY COMPANIES INC | 664,643 | +166,234 | $90.5M | +$11.1M | 33.4% |
| JPMORGAN CHASE & CO | 3,173,425 | +528,759 | $432.2M | +$11.0M | 20.0% |
| AQR CAPITAL MANAGEMENT LLC | 195,525 | +93,288 | $26.6M | +$10.3M | 91.2% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 500,809 | +125,532 | $68.2M | +$8.4M | 33.5% |
| Allspring Global Investments Holdings, LLC | 1,938,232 | +360,290 | $258.1M | +$7.2M | 22.8% |
| Brevan Howard Capital Management LP | 58,533 | +51,759 | $8.0M | +$6.9M | 764.1% |
| Capitolis Liquid Global Markets LLC | 71,723 | +53,183 | $9.8M | +$6.8M | 286.9% |
| NATIONAL BANK OF CANADA /FI/ | 131,999 | +60,051 | $18.0M | +$6.5M | 83.5% |
| RAYMOND JAMES FINANCIAL INC | 284,608 | +81,550 | $38.8M | +$6.4M | 40.2% |
| Focus Partners Wealth | 56,515 | +48,126 | $7.7M | +$6.4M | 573.7% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 278,425 | +6,399 | $37.1M | -$6.3M | 2.4% |
| ENVESTNET ASSET MANAGEMENT INC | 320,429 | +9,644 | $43.6M | -$5.9M | 3.1% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 257,309 | +3,714 | $35.0M | -$5.3M | 1.5% |
| Pictet Asset Management Holding SA | 107,270 | +47,355 | $14.6M | +$5.1M | 79.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 230,692 | +5,121 | $31.4M | -$4.5M | 2.3% |
| Qsemble Capital Management, LP | 44,897 | +34,446 | $6.1M | +$4.5M | 329.6% |
| IFM Investors Pty Ltd | 26,817 | +61 | $3.7K | -$4.4M | 0.2% |
| BANK OF NOVA SCOTIA | 47,611 | +31,445 | $6.5M | +$3.9M | 194.5% |
| Point72 Asset Management, L.P. | 170,971 | +49,303 | $23.3M | +$3.9M | 40.5% |
| Foyston, Gordon, & Payne Inc | 89,217 | +36,485 | $12.2M | +$3.8M | 69.2% |
| ATWOOD & PALMER INC | 158,137 | +604 | $21.5M | -$3.6M | 0.4% |
| PICTON MAHONEY ASSET MANAGEMENT | 23,514 | +18,349 | $3.2M | +$3.2M | 355.3% |
| Crawford Fund Management, LLC | 50,452 | +27,152 | $6.9M | +$3.2M | 116.5% |
| BANK OF MONTREAL /CAN/ | 163,745 | +43,346 | $22.3M | +$3.1M | 36.0% |
| AMERIPRISE FINANCIAL INC | 151,987 | +1,778 | $20.8M | -$3.1M | 1.2% |
| Distillate Capital Partners LLC | 114,479 | +35,319 | $15.6M | +$3.0M | 44.6% |
| GATEWAY INVESTMENT ADVISERS LLC | 121,138 | +475 | $16.5M | -$2.7M | 0.4% |
| Magnetar Financial LLC | 21,872 | +19,824 | $3.0M | +$2.7M | 968.0% |
| CI Private Wealth, LLC | 136,821 | +100,901 | $3.4M | -$2.4M | 280.9% |
| ASSETMARK, INC | 18,654 | +16,941 | $2.5M | +$2.3M | 989.0% |
| B. Metzler seel. Sohn & Co. AG | 39,021 | +19,891 | $5.3M | +$2.3M | 104.0% |
| Savant Capital, LLC | 19,493 | +16,728 | $2.7M | +$2.2M | 605.0% |
| FORA Capital, LLC | 25,489 | +17,068 | $3.5M | +$2.1M | 202.7% |
| abrdn plc | 134,662 | +6,171 | $18.3M | -$2.1M | 4.8% |
| Quantbot Technologies LP | 45,446 | +19,645 | $6.2M | +$2.1M | 76.1% |
| WEITZ INVESTMENT MANAGEMENT, INC. | 56,250 | +20,600 | $7.7M | +$2.0M | 57.8% |
| Polar Asset Management Partners Inc. | 53,031 | +19,710 | $7.2M | +$1.9M | 59.1% |
| BANK OF AMERICA CORP /DE/ | 977,277 | +129,771 | $133.1M | -$1.9M | 15.3% |
| OMERS ADMINISTRATION Corp | 18,686 | +13,888 | $2.5M | +$1.8M | 289.4% |
| KLP KAPITALFORVALTNING AS | 78,500 | +500 | $10.7M | -$1.7M | 0.6% |
| PRUDENTIAL FINANCIAL INC | 76,480 | +302 | $10.4M | -$1.7M | 0.4% |
| Aster Capital Management (DIFC) Ltd | 12,434 | +12,134 | $1.7M | +$1.6M | 4044.7% |
| Blueshift Asset Management, LLC | 15,505 | +11,957 | $2.1M | +$1.5M | 337.0% |
| Quantinno Capital Management LP | 203,844 | +39,191 | $27.8M | +$1.5M | 23.8% |
| AVIVA PLC | 105,157 | +5,803 | $14.3M | -$1.5M | 5.8% |
| WEDGEWOOD PARTNERS INC | 151,871 | +31,347 | $20.7M | +$1.5M | 26.0% |
| Farringdon Capital, Ltd. | 14,179 | +11,098 | $1.9M | +$1.4M | 360.2% |
| Kepler Cheuvreux (Suisse) SA | 53,376 | +16,666 | $7.3M | +$1.4M | 45.4% |
| XTX Topco Ltd | 19,401 | +11,628 | $2.6M | +$1.4M | 149.6% |
| SummitTX Capital, L.P. | 12,949 | +10,343 | $1.8M | +$1.3M | 396.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 98,884 | +5,156 | $13.6M | -$1.3M | 5.5% |
| RBF Capital, LLC | 22,450 | +11,225 | $3.1M | +$1.3M | 100.0% |
| Korea Investment CORP | 39,622 | +13,700 | $5.4M | +$1.3M | 52.9% |
| Oak Thistle LLC | 12,869 | +9,675 | $1.8M | +$1.2M | 302.9% |
| Empowered Funds, LLC | 13,441 | +9,604 | $1.8M | +$1.2M | 250.3% |
| CONGRESS ASSET MANAGEMENT CO /MA | 114,498 | +9,112 | $15.6M | -$1.2M | 8.6% |
| STIFEL FINANCIAL CORP | 135,080 | +12,132 | $18.4M | -$1.2M | 9.9% |
| BNP PARIBAS ARBITRAGE, SNC | 284,965 | +48,547 | $38.8M | +$1.2M | 20.5% |
| Aquatic Capital Management LLC | 62,413 | +16,287 | $8.5M | +$1.2M | 35.3% |
| Walleye Trading LLC | 12,100 | +8,600 | $1.6M | +$1.1M | 245.7% |
| TD PRIVATE CLIENT WEALTH LLC | 8,026 | +7,936 | $1.1M | +$1.1M | 8817.8% |
| Board of the Pension Protection Fund | 8,100 | +6,800 | $1.1M | +$896.2K | 523.1% |
| Lighthouse Investment Partners, LLC | 50,841 | +12,894 | $6.9M | +$880.3K | 34.0% |
| Jefferies Financial Group Inc. | 11,299 | +6,745 | $1.5M | +$813.6K | 148.1% |
| Credit Agricole S A | 44,409 | +1,342 | $6.0M | -$811.2K | 3.1% |
| Prestige Wealth Management Group LLC | 4,576 | +3,814 | $856.1K | +$734.7K | 500.5% |
| Czech National Bank | 34,331 | +1,044 | $4.7M | -$626.1K | 3.1% |
| CITIGROUP INC | 185,489 | +30,773 | $25.3M | +$620.5K | 19.9% |
| Rakuten Investment Management, Inc. | 17,164 | +12,625 | $2.4M | +$596.8K | 278.1% |
| LPL Financial LLC | 39,066 | +2,040 | $5.3M | -$576.7K | 5.5% |
| Insight Wealth Strategies, LLC | 30,622 | +827 | $4.2M | -$575.1K | 2.8% |
| ALLSTATE CORP | 9,996 | +4,827 | $1.4M | +$538.1K | 93.4% |
| Private Advisor Group, LLC | 8,166 | +4,544 | $1.1M | +$535.3K | 125.5% |
| Unison Asset Management LLC | 48,170 | +3,832 | $6.6M | -$491.8K | 8.6% |
| Numerai GP LLC | 5,768 | +3,871 | $785.6K | +$483.4K | 204.1% |
| Investment Management Corp of Ontario | 10,509 | +4,270 | $1.4M | +$437.6K | 68.4% |
| USS Investment Management Ltd | 22,982 | +585 | $3.1M | -$436.3K | 2.6% |
| Public Sector Pension Investment Board | 19,179 | +5,456 | $2.6M | +$426.4K | 39.8% |
| Inscription Capital, LLC | 4,886 | +3,324 | $665.5K | +$416.7K | 212.8% |
| MML INVESTORS SERVICES, LLC | 10,574 | +3,974 | $1.4M | +$389.0K | 60.2% |
| CBOE Vest Financial, LLC | 7,811 | +3,482 | $1.1M | +$374.3K | 80.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,929 | +4,099 | $1.7M | +$366.0K | 46.4% |
| XPONANCE, INC. | 22,480 | +1,119 | $3.1M | -$340.6K | 5.2% |
| BROWN ADVISORY INC | 5,558 | +2,941 | $757.0K | +$340.2K | 112.4% |
| MUFG Securities EMEA plc | 5,337 | +2,828 | $726.9K | +$327.3K | 112.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,354 | +466 | $2.4M | -$326.3K | 2.8% |
| NewEdge Advisors, LLC | 3,112 | +2,449 | $423.8K | +$318.2K | 369.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,710 | +3,000 | $1.1M | +$299.9K | 63.7% |
| CAPROCK Group, Inc. | 8,038 | +3,219 | $1.1M | +$296.3K | 66.8% |
| Advisors Asset Management, Inc. | 14,867 | +327 | $2.0M | -$291.0K | 2.2% |
| M&T Bank Corp | 18,060 | +856 | $2.5M | -$280.1K | 5.0% |
| Manning & Napier Advisors LLC | 19,891 | +1,256 | $2.8M | -$270.8K | 6.7% |
| Woodline Partners LP | 22,229 | +4,907 | $3.0M | +$268.5K | 28.3% |
| MACKENZIE FINANCIAL CORP | 15,119 | +3,632 | $2.1M | +$258.6K | 31.6% |
| Polymer Capital Management (US) LLC | 7,714 | +2,737 | $1.1M | +$257.9K | 55.0% |
| NewEdge Wealth, LLC | 4,065 | +1,957 | $553.7K | +$245.2K | 92.8% |
| SRS Capital Advisors, Inc. | 5,814 | +2,370 | $791.9K | +$243.3K | 68.8% |
| SEI INVESTMENTS CO | 200,742 | +27,567 | $27.3M | -$242.4K | 15.9% |
| COMMERCE BANK | 12,630 | +318 | $1.7M | -$240.8K | 2.6% |
| Verition Fund Management LLC | 11,688 | +215 | $1.6M | -$235.5K | 1.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | 4,633 | +2,057 | $631.0K | +$220.7K | 79.8% |
| Cetera Investment Advisers | 11,047 | +224 | $1.5M | -$219.3K | 2.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 13,472 | +455 | $1.9M | -$218.0K | 3.5% |
| AlphaQuest LLC | 3,949 | +1,837 | $537.9K | +$201.5K | 87.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 13,724 | +896 | $1.9M | -$174.0K | 7.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 23,217 | +4,292 | $3.2M | +$147.8K | 22.7% |
| EXCHANGE TRADED CONCEPTS, LLC | 4,733 | +1,607 | $644.6K | +$146.7K | 51.4% |
| State of Wyoming | 3,025 | +1,295 | $412.0K | +$136.5K | 74.8% |
| Graphene Investments SAS | 21,200 | +3,800 | $2.9M | +$116.0K | 21.8% |
| denkapparat Operations GmbH | 3,250 | +1,186 | $442.6K | +$113.9K | 57.5% |
| One Wealth Advisors, LLC | 9,576 | +2,090 | $1.3M | +$111.9K | 27.9% |
| Wealthspire Advisors, LLC | 3,456 | +1,116 | $470.7K | +$98.0K | 47.7% |
| ADVISORY RESEARCH INC | 10,958 | +975 | $1.5M | -$97.6K | 9.8% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6,088 | +254 | $819.5K | -$83.7K | 4.3% |
| MATHER GROUP, LLC. | 3,374 | +23 | $459.5K | -$74.2K | 0.7% |
| Jacobi Capital Management LLC | 3,118 | +915 | $424.7K | +$73.9K | 41.5% |
| STRS OHIO | 3,151 | +5 | $429.2K | -$71.9K | 0.1% |
| SYON CAPITAL LLC | 3,650 | +970 | $497.1K | +$70.3K | 36.2% |
| Cynosure Management, LLC | 3,118 | +873 | $424.7K | +$67.1K | 38.9% |
| Main Street Financial Solutions, LLC | 8,870 | +889 | $1.2M | -$63.1K | 11.1% |
| RiverPark Advisors, LLC | 8,002 | +1,548 | $1.1M | +$61.9K | 24.0% |
| Chicago Partners Investment Group LLC | 2,023 | +2 | $254.8K | -$60.8K | 0.1% |
| LAZARD ASSET MANAGEMENT LLC | 6,754 | +1,334 | $919.9K | +$56.6K | 24.6% |
| Vontobel Holding Ltd. | 3,644 | +858 | $496.3K | +$52.6K | 30.8% |
| Procyon Advisors, LLC | 2,294 | +10 | $312.4K | -$51.4K | 0.4% |
| Canada Post Corp Registered Pension Plan | 2,530 | +700 | $344.6K | +$47.7K | 38.3% |
| Pensionmark Financial Group, LLC | 2,215 | +198 | $275.0K | -$46.3K | 9.8% |
| Robeco Institutional Asset Management B.V. | 19,810 | +3,132 | $2.7M | +$41.6K | 18.8% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1,914 | +29 | $260.7K | -$39.6K | 1.5% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 3,367 | +733 | $458.6K | +$39.0K | 27.8% |
| Horizon Investments, LLC | 2,117 | +65 | $288.3K | -$38.5K | 3.2% |
| Quarry LP | 654 | +333 | $89.1K | +$37.9K | 103.7% |
| INSIGNEO ADVISORY SERVICES, LLC | 3,615 | +289 | $492.4K | -$37.4K | 8.7% |
| STEPH & CO | 1,150 | +400 | $156.6K | +$37.2K | 53.3% |
| Kestra Advisory Services, LLC | 7,435 | +1,308 | $1.0M | +$36.8K | 21.3% |
| Brinker Capital Investments, LLC | 7,149 | +807 | $973.7K | -$36.5K | 12.7% |
| Clearstead Trust, LLC | 431 | +288 | $58.7K | +$35.9K | 201.4% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1,909 | +59 | $260.0K | -$34.7K | 3.2% |
| STEPHENS INC /AR/ | 1,613 | +19 | $219.7K | -$34.2K | 1.2% |
| Portside Wealth Group, LLC | 2,100 | +96 | $286.0K | -$33.2K | 4.8% |
| Waverly Advisors, LLC | 3,157 | +259 | $430.0K | -$31.6K | 8.9% |
| Ashton Thomas Private Wealth, LLC | 2,453 | +552 | $334.1K | +$31.3K | 29.0% |
| Federation des caisses Desjardins du Quebec | 4,482 | +457 | $610.4K | -$30.7K | 11.3% |
| AlphaCore Capital LLC | 1,813 | +454 | $246.9K | +$30.5K | 33.4% |
| Johnson Financial Group, Inc. | 360 | +241 | $49.0K | +$30.1K | 202.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,852 | +456 | $252.2K | +$29.9K | 32.7% |
| Hilltop Holdings Inc. | 1,897 | +93 | $258.3K | -$29.1K | 5.2% |
| Versant Capital Management, Inc | 511 | +254 | $69.6K | +$28.7K | 98.8% |
| STUDIO INVESTMENT MANAGEMENT LLC | 2,517 | +196 | $342.8K | -$26.9K | 8.4% |
| Global X Japan Co., Ltd. | 542 | +239 | $73.8K | +$25.6K | 78.9% |
| Diversify Advisory Services, LLC | 2,396 | +196 | $315.7K | -$24.9K | 8.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,199 | +472 | $299.5K | +$24.4K | 27.3% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,494 | +66 | $203.4K | -$24.0K | 4.6% |
| Clearstead Advisors, LLC | 538 | +226 | $73.3K | +$23.6K | 72.4% |
| HighPoint Advisor Group LLC | 2,286 | +187 | $311.3K | -$23.1K | 8.9% |
| SG Americas Securities, LLC | 189,285 | +159,332 | $25.8K | +$21.0K | 531.9% |
| TEMA ETFS LLC | 1,867 | +144 | $254.3K | -$20.2K | 8.3% |
| BROWN BROTHERS HARRIMAN & CO | 912 | +254 | $124.2K | +$19.4K | 38.6% |
| CLEAR STREET MARKETS LLC | 193 | +149 | $26.3K | +$19.3K | 338.6% |
| Resonant Capital Advisors, LLC | 5,499 | +676 | $749.0K | -$19.2K | 14.0% |
| AdvisorNet Financial, Inc | 894 | +16 | $121.8K | -$18.1K | 1.8% |
| Delta Global Management LP | 16,992 | +2,352 | $2.3M | -$17.5K | 16.1% |
| Farther Finance Advisors, LLC | 1,188 | +277 | $161.8K | +$16.7K | 30.4% |
| Global Retirement Partners, LLC | 468 | +168 | $63.7K | +$15.9K | 56.0% |
| Steward Partners Investment Advisory, LLC | 1,584 | +137 | $215.7K | -$14.7K | 9.5% |
| Envestnet Portfolio Solutions, Inc. | 2,687 | +478 | $366.0K | +$14.1K | 21.6% |
| Baker Avenue Asset Management, LP | 1,940 | +193 | $264.3K | -$14.1K | 11.0% |
| PATTON FUND MANAGEMENT, INC. | 1,548 | +154 | $210.8K | -$11.2K | 11.0% |
| Advisory Services Network, LLC | 7,520 | +1,021 | $1.0M | -$11.0K | 15.7% |
| NATIXIS ADVISORS, L.P. | 569,339 | +147,728 | $77.5K | +$10.4K | 35.0% |
| Legacy Capital Wealth Partners, LLC | 1,721 | +193 | $234.3K | -$9.1K | 12.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,583,948 | +173,560 | $215.7K | -$8.9K | 12.3% |
| JFS WEALTH ADVISORS, LLC | 490 | +28 | $66.7K | -$6.8K | 6.1% |
| Princeton Global Asset Management LLC | 113 | +57 | $15.4K | +$6.5K | 101.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 62 | +49 | $8.4K | +$6.4K | 376.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,709 | +51,354 | $11.3K | +$6.3K | 163.8% |
| Callan Family Office, LLC | 1,667 | +207 | $227.0K | -$5.5K | 14.2% |
| ORG Partners LLC | 48 | +40 | $6.5K | +$5.3K | 500.0% |
| FEDERATED HERMES, INC. | 9,970 | +1,477 | $1.4M | +$5.1K | 17.4% |
| CYBER HORNET ETFs LLC | 378 | +24 | $51.5K | -$4.9K | 6.8% |
| NBT BANK N A /NY | 171 | +45 | $23.3K | +$3.2K | 35.7% |
| Root Financial Partners, LLC | 170 | +7 | $23.2K | -$2.8K | 4.3% |
| Bruce G. Allen Investments, LLC | 168 | +9 | $22.9K | -$2.4K | 5.7% |
| TOMPKINS FINANCIAL CORP | 599 | +99 | $81.6K | +$1.9K | 19.8% |
| Virtu Financial LLC | 15,335 | +12,928 | $2.1K | +$1.7K | 537.1% |
| Abound Wealth Management | 50 | +17 | $6.8K | +$1.5K | 51.5% |
| BI Asset Management Fondsmaeglerselskab A/S | 66,926 | +17,541 | $9.1K | +$1.2K | 35.5% |
| Handelsbanken Fonder AB | 35,545 | +11,070 | $4.8K | +$943 | 45.2% |
| Rossby Financial, LCC | 64 | +15 | $8.7K | +$926 | 30.6% |
| South Dakota Investment Council | 16,865 | +7,610 | $2.3K | +$823 | 82.2% |
| Bay Harbor Wealth Management, LLC | 13 | +7 | $1.8K | +$815 | 116.7% |
| Oakworth Capital, Inc. | 193 | +33 | $26.3K | +$802 | 20.6% |
| Colonial Trust Co / SC | 53 | +12 | $7.3K | +$800 | 29.3% |
| SouthState Corp | 77 | +7 | $10.5K | -$662 | 10.0% |
| Deseret Mutual Benefit Administrators | 385 | +52 | $52.4K | -$603 | 15.6% |
| Transamerica Financial Advisors, Inc. | 428 | +58 | $58.3K | -$566 | 15.7% |
| Rakuten Securities, Inc. | 4 | +3 | $545 | +$386 | 300.0% |
| Wealth Watch Advisors, INC | 18 | +5 | $2.5K | +$381 | 38.5% |
| Janney Montgomery Scott LLC | 24,650 | +1,872 | $3.4K | -$271 | 8.2% |
| Seascape Capital Management | 22,346 | +1,539 | $3.0K | -$271 | 7.4% |
| VAN ECK ASSOCIATES CORP | 27,910 | +2,498 | $3.8K | -$247 | 9.8% |
| HFM Investment Advisors, LLC | 5 | +2 | $681 | +$203 | 66.7% |
| Private Wealth Management Group, LLC | 81 | +13 | $11.0K | +$201 | 19.1% |
| GSA CAPITAL PARTNERS LLP | 6,655 | +2,025 | $906 | +$169 | 43.7% |
| Rialto Wealth Management, LLC | 7 | +2 | $954 | +$157 | 40.0% |
| Triumph Capital Management | 20 | +2 | $2.8K | -$136 | 11.1% |
| CX Institutional | 1,762 | +1,082 | $240 | +$132 | 159.1% |
| Cambridge Investment Research Advisors, Inc. | 6,062 | +53 | $826 | -$131 | 0.9% |
| Dunhill Financial, LLC | 4 | +1 | $565 | +$63 | 33.3% |
| VESTOR CAPITAL, LLC | 80,860 | +78,781 | $283 | -$48 | 3789.4% |
| DiNuzzo Private Wealth, Inc. | 16 | +3 | $2.2K | +$38 | 23.1% |
| Covestor Ltd | 741 | +258 | $101 | +$24 | 53.4% |
| HANTZ FINANCIAL SERVICES, INC. | 208 | +54 | $28 | +$3 | 35.1% |
| TSFG, LLC | 103 | +1 | $14 | -$2 | 1.0% |