13F QoQ Ownership Changes
CHD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 145 new · 287 added · 592 reduced · 120 exited
New Positions(145)
Added To(287)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital International Investors | 11,302,929 | +1,734,801 | $947.8M | +$109.6M | 18.1% |
| JPMORGAN CHASE & CO | 7,610,224 | +1,473,894 | $638.1M | +$100.4M | 24.0% |
| FIL Ltd | 1,220,172 | +1,069,051 | $102.3M | +$89.1M | 707.4% |
| Ilex Capital Partners (UK) LLP | 1,112,847 | +835,230 | $93.3M | +$69.0M | 300.9% |
| Tandem Investment Advisors, Inc. | 797,733 | +82,833 | $66.9M | +$66.8M | 11.6% |
| TWO SIGMA INVESTMENTS, LP | 1,043,300 | +786,940 | $87.5M | +$65.0M | 307.0% |
| Qube Research & Technologies Ltd | 1,370,673 | +783,734 | $114.9M | +$63.5M | 133.5% |
| Pacer Advisors, Inc. | 721,237 | +699,849 | $60.5M | +$58.6M | 3272.2% |
| TWO SIGMA ADVISERS, LP | 728,700 | +644,200 | $61.1M | +$53.7M | 762.4% |
| BlackRock, Inc. | 22,637,987 | +398,967 | $1.90B | -$50.6M | 1.8% |
| Engineers Gate Manager LP | 582,973 | +575,113 | $48.9M | +$48.2M | 7316.9% |
| STATE STREET CORP | 13,875,412 | +88,594 | $1.16B | -$44.7M | 0.6% |
| NORGES BANK | 3,217,524 | +221,935 | $269.8M | -$43.9M | 7.4% |
| Squarepoint Ops LLC | 504,847 | +469,149 | $42.3M | +$39.2M | 1314.2% |
| MILLENNIUM MANAGEMENT LLC | 1,210,464 | +433,959 | $101.5M | +$33.5M | 55.9% |
| Ensign Peak Advisors, Inc | 1,140,712 | +360,866 | $95.6M | +$27.3M | 46.3% |
| BANK OF AMERICA CORP /DE/ | 1,976,786 | +373,454 | $165.8M | +$25.3M | 23.3% |
| D. E. Shaw & Co., Inc. | 598,154 | +283,763 | $50.2M | +$22.6M | 90.3% |
| Freestone Grove Partners LP | 264,425 | +236,256 | $22.2M | +$19.7M | 838.7% |
| GOLDMAN SACHS GROUP INC | 1,729,449 | +294,688 | $145.0M | +$19.3M | 20.5% |
| CITIGROUP INC | 842,126 | +246,039 | $70.6M | +$18.4M | 41.3% |
| Allspring Global Investments Holdings, LLC | 3,341,015 | +23,677 | $276.1M | -$15.6M | 0.7% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 169,492 | +159,848 | $14.2M | +$13.4M | 1657.5% |
| Amundi | 1,628,900 | +235,911 | $136.6M | +$12.8M | 16.9% |
| Sage Mountain Advisors LLC | 143,337 | +136,350 | $12.0M | +$11.4M | 1951.5% |
| NATIONAL BANK OF CANADA /FI/ | 156,209 | +133,757 | $13.1M | +$11.1M | 595.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 415,898 | +88,316 | $38.0M | +$9.3M | 26.9% |
| Russell Investments Group, Ltd. | 397,191 | +119,913 | $33.3M | +$9.1M | 43.2% |
| Fisher Asset Management, LLC | 198,441 | +104,092 | $16.6M | +$8.4M | 110.3% |
| Voleon Capital Management LP | 144,244 | +99,991 | $12.1M | +$8.2M | 225.9% |
| Gotham Asset Management, LLC | 157,552 | +83,910 | $13.2M | +$6.8M | 113.9% |
| CAPITAL FUND MANAGEMENT S.A. | 105,981 | +63,081 | $8.9M | +$5.1M | 147.0% |
| NATIXIS | 106,456 | +62,645 | $8.9M | +$5.1M | 143.0% |
| Schonfeld Strategic Advisors LLC | 114,173 | +54,455 | $9.6M | +$4.3M | 91.2% |
| IFM Investors Pty Ltd | 49,785 | +21 | $4.2K | -$4.3M | 0.0% |
| Assenagon Asset Management S.A. | 349,582 | +64,218 | $29.3M | +$4.3M | 22.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,518,381 | +17,492 | $127.3M | -$4.2M | 1.2% |
| Quantinno Capital Management LP | 159,789 | +54,263 | $13.4M | +$4.2M | 51.4% |
| Advocacy Wealth Management Services, LLC | 58,622 | +49,821 | $4.9M | +$4.1M | 566.1% |
| CIBC WORLD MARKET INC. | 60,009 | +45,839 | $5.0M | +$3.8M | 323.5% |
| Bank of New York Mellon Corp | 1,362,824 | +18,071 | $114.3M | -$3.6M | 1.3% |
| DEUTSCHE BANK AG\ | 1,142,992 | +89,211 | $95.8M | +$3.5M | 8.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 120,726 | +43,455 | $10.1M | +$3.4M | 56.2% |
| FMR LLC | 1,146,146 | +87,542 | $96.1M | +$3.3M | 8.3% |
| KLP KAPITALFORVALTNING AS | 191,800 | +46,300 | $16.1M | +$3.3M | 31.8% |
| Man Group plc | 137,437 | +42,730 | $11.5M | +$3.2M | 45.1% |
| Invesco Ltd. | 3,854,060 | +200,208 | $323.2M | +$3.0M | 5.5% |
| MACKENZIE FINANCIAL CORP | 199,025 | +40,964 | $16.8M | +$2.9M | 25.9% |
| XTX Topco Ltd | 47,586 | +35,242 | $4.0M | +$2.9M | 285.5% |
| LGT CAPITAL PARTNERS LTD. | 620,692 | +58,800 | $52.0M | +$2.8M | 10.5% |
| BNP PARIBAS FINANCIAL MARKETS | 299,562 | +42,129 | $25.1M | +$2.6M | 16.4% |
| NEUBERGER BERMAN GROUP LLC | 1,864,393 | +109,057 | $156.3M | +$2.5M | 6.2% |
| BLAIR WILLIAM & CO/IL | 167,996 | +31,804 | $14.1M | +$2.2M | 23.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 558,718 | +7,491 | $46.2M | -$2.1M | 1.4% |
| TD Asset Management Inc | 137,954 | +30,076 | $11.6M | +$2.1M | 27.9% |
| World Investment Advisors | 558,887 | +608 | $46.8M | -$2.1M | 0.1% |
| Cerity Partners LLC | 89,697 | +27,253 | $7.5M | +$2.0M | 43.6% |
| COMPASS CAPITAL MANAGEMENT, INC | 613,859 | +4,829 | $51.5M | -$1.9M | 0.8% |
| Jain Global LLC | 25,412 | +22,559 | $2.1M | +$1.9M | 790.7% |
| DIMENSIONAL FUND ADVISORS LP | 2,106,087 | +111,740 | $176.6M | +$1.9M | 5.6% |
| Capital International, Inc./CA/ | 284,927 | +32,252 | $23.9M | +$1.7M | 12.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 24,053 | +20,497 | $2.0M | +$1.7M | 576.4% |
| Horizon Investments, LLC | 29,122 | +20,185 | $2.4M | +$1.7M | 225.8% |
| SEI INVESTMENTS CO | 334,961 | +32,726 | $28.1M | +$1.6M | 10.8% |
| CIBC Asset Management Inc | 126,737 | +22,499 | $10.6M | +$1.5M | 21.6% |
| Korea Investment CORP | 116,330 | +21,981 | $9.8M | +$1.5M | 23.3% |
| BANK OF MONTREAL /CAN/ | 199,197 | +23,656 | $16.7M | +$1.3M | 13.5% |
| Bridgewater Associates, LP | 28,357 | +13,431 | $2.4M | +$1.1M | 90.0% |
| NOMURA HOLDINGS INC | 22,163 | +13,047 | $1.9M | +$1.1M | 143.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 95,622 | +15,412 | $8.0M | +$989.1K | 19.2% |
| Jump Financial, LLC | 25,733 | +12,249 | $2.2M | +$976.1K | 90.8% |
| RHUMBLINE ADVISERS | 456,982 | +9,609 | $38.3M | -$885.4K | 2.1% |
| GENEVA CAPITAL MANAGEMENT LLC | 312,517 | +3,902 | $26.2M | -$839.3K | 1.3% |
| Midwest Trust Co | 139,942 | +15,100 | $11.7M | +$794.2K | 12.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 30,737 | +10,011 | $2.6M | +$761.1K | 48.3% |
| ALLSTATE CORP | 17,431 | +8,381 | $1.5M | +$668.5K | 92.6% |
| Jefferies Financial Group Inc. | 22,592 | +8,592 | $1.9M | +$667.5K | 61.4% |
| Investment Management Corp of Ontario | 286,424 | +4,853 | $24.0M | -$657.4K | 1.7% |
| MATTERN CAPITAL MANAGEMENT, LLC | 91,169 | +11,032 | $7.6M | +$622.1K | 13.8% |
| BROADWATER CAPITAL MANAGEMENT LLC | 541,372 | +499,772 | $4.6M | +$592.5K | 1201.4% |
| Portland Global Advisors LLC | 80,392 | +10,159 | $6.7M | +$586.4K | 14.5% |
| USS Investment Management Ltd | 60,245 | +9,250 | $5.1M | +$581.7K | 18.1% |
| Chesley Taft & Associates LLC | 98,894 | +10,650 | $8.3M | +$559.4K | 12.1% |
| QUADRANT CAPITAL GROUP LLC | 11,879 | +6,507 | $996.1K | +$525.3K | 121.1% |
| Tidal Investments LLC | 30,703 | +7,283 | $2.6M | +$522.2K | 31.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 43,156 | +7,760 | $3.6M | +$516.9K | 21.9% |
| Pictet Asset Management Holding SA | 164,960 | +12,821 | $13.8M | +$500.0K | 8.4% |
| Mirae Asset Global Investments Co., Ltd. | 54,273 | +7,664 | $4.6M | +$466.4K | 16.4% |
| Tredje AP-fonden | 25,360 | +6,362 | $2.1M | +$461.6K | 33.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 517,454 | +17,381 | $43.4M | -$432.9K | 3.5% |
| Wealthspire Advisors, LLC | 8,565 | +5,295 | $718.2K | +$431.6K | 161.9% |
| MUFG Securities EMEA plc | 9,844 | +5,181 | $825.4K | +$416.8K | 111.1% |
| BENJAMIN EDWARDS INC | 23,941 | +5,763 | $2.0M | +$414.5K | 31.7% |
| Advisory Services Network, LLC | 29,726 | +5,959 | $2.5M | +$409.8K | 25.1% |
| CREDIT AGRICOLE S A | 95,525 | +8,698 | $8.0M | +$401.1K | 10.0% |
| TUDOR INVESTMENT CORP ET AL | 11,245 | +4,645 | $942.9K | +$364.5K | 70.4% |
| Plato Investment Management Ltd | 5,428 | +4,300 | $457.4K | +$359.3K | 381.2% |
| Nicholson Wealth Management Group, LLC | 21,029 | +4,651 | $1.8M | +$328.1K | 28.4% |
| Meeder Advisory Services, Inc. | 9,814 | +4,016 | $822.9K | +$314.8K | 69.3% |
| Concurrent Investment Advisors, LLC | 9,631 | +3,984 | $807.6K | +$312.7K | 70.5% |
| MACQUARIE GROUP LTD | 44,187 | +5,366 | $3.7M | +$303.2K | 13.8% |
| M&T Bank Corp | 117,634 | +1,636 | $9.9M | -$301.6K | 1.4% |
| MARIETTA INVESTMENT PARTNERS LLC | 12,300 | +3,943 | $1.0M | +$299.0K | 47.2% |
| Generali Asset Management SPA SGR | 39,727 | +4,916 | $3.3M | +$280.6K | 14.1% |
| Mitsubishi UFJ Trust & Banking Corp | 255,673 | +7,865 | $21.4M | -$277.2K | 3.2% |
| Chevy Chase Trust Holdings, LLC | 134,570 | +2,694 | $11.3M | -$272.6K | 2.0% |
| DANSKE BANK A/S | 165,522 | +4,100 | $13.9M | -$266.4K | 2.5% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10,387 | +3,252 | $871.0K | +$245.7K | 45.6% |
| STEPHENS INC /AR/ | 27,357 | +3,900 | $2.3M | +$238.3K | 16.6% |
| Crestwood Advisors Group, LLC | 108,484 | +1,973 | $9.1M | -$237.2K | 1.9% |
| Callan Family Office, LLC | 6,636 | +2,952 | $556.4K | +$233.6K | 80.1% |
| CAPITAL INTERNATIONAL SARL | 8,953 | +3,048 | $750.7K | +$233.3K | 51.6% |
| OSAIC HOLDINGS, INC. | 42,708 | +574 | $3.6M | -$232.0K | 1.4% |
| Sequoia Financial Advisors, LLC | 14,752 | +3,267 | $1.2M | +$230.5K | 28.4% |
| LaFleur & Godfrey LLC | 87,393 | +1,510 | $7.3M | -$198.0K | 1.8% |
| Ethic Inc. | 54,106 | +4,575 | $4.5M | +$196.4K | 9.2% |
| NISA INVESTMENT ADVISORS, LLC | 66,057 | +757 | $5.5M | -$183.4K | 1.1% |
| Kesler, Norman & Wride, LLC | 15,605 | +1,433 | $1.3M | -$175.8K | 10.1% |
| Focus Partners Wealth | 22,411 | +2,840 | $1.9M | +$171.4K | 14.5% |
| OSTRUM ASSET MANAGEMENT | 43,973 | +19 | $3.7M | -$164.6K | 0.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 4,167 | +2,055 | $349.4K | +$164.3K | 97.3% |
| Aberdeen Group plc | 240,062 | +4,642 | $20.1M | -$156.9K | 2.0% |
| DNB Asset Management AS | 54,554 | +593 | $4.6M | -$154.2K | 1.1% |
| Global Retirement Partners, LLC | 3,811 | +1,885 | $319.6K | +$150.8K | 97.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,528 | +2,195 | $1.2M | +$137.5K | 17.8% |
| Mariner, LLC | 328,146 | +12,666 | $27.5M | -$128.6K | 4.0% |
| Vise Technologies, Inc. | 4,512 | +1,581 | $378.3K | +$121.5K | 53.9% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 35,961 | +168 | $3.0M | -$121.2K | 0.5% |
| Czech National Bank | 63,319 | +1,447 | $5.3M | -$112.5K | 2.3% |
| US BANCORP \DE\ | 59,818 | +1,380 | $5.0M | -$105.1K | 2.4% |
| Empowered Funds, LLC | 7,787 | +1,531 | $652.9K | +$104.7K | 24.5% |
| MOODY LYNN & LIEBERSON, LLC | 27,915 | +57 | $2.3M | -$100.5K | 0.2% |
| XPONANCE, INC. | 40,606 | +607 | $3.4M | -$100.3K | 1.5% |
| FORSTA AP-FONDEN | 47,100 | +900 | $3.9M | -$99.2K | 1.9% |
| Norinchukin Bank, The | 362,570 | +14,516 | $30.4M | -$98.5K | 4.2% |
| Pathstone Holdings, LLC | 40,639 | +636 | $3.4M | -$97.8K | 1.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 32,805 | +329 | $2.8M | -$95.2K | 1.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,891 | +4,073 | $5.9M | +$88.9K | 6.1% |
| Kestra Advisory Services, LLC | 14,538 | +1,635 | $1.2M | +$88.3K | 12.7% |
| AGF MANAGEMENT LTD | 35,530 | +531 | $3.0M | -$87.8K | 1.5% |
| GAMMA Investing LLC | 6,021 | +1,192 | $504.9K | +$81.7K | 24.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,014 | +800 | $3.4M | -$81.1K | 2.0% |
| Prestige Wealth Management Group LLC | 896 | +743 | $90.5K | +$77.1K | 485.6% |
| AVIVA PLC | 136,960 | +6,737 | $11.5M | +$72.7K | 5.2% |
| PRUDENTIAL PLC | 120,630 | +4,375 | $10.1M | -$72.6K | 3.8% |
| GREENLEAF TRUST | 8,736 | +1,205 | $732.5K | +$72.6K | 16.0% |
| BROWN BROTHERS HARRIMAN & CO | 3,187 | +945 | $267.2K | +$70.8K | 42.1% |
| VIAWEALTH, LLC | 8,261 | +1,153 | $692.7K | +$69.8K | 16.2% |
| Applied Finance Capital Management, LLC | 6,113 | +1,031 | $512.6K | +$67.2K | 20.3% |
| Sovereign Financial Group, Inc. | 17,904 | +14 | $1.5M | -$66.4K | 0.1% |
| Harrington Investments, INC | 32,630 | +663 | $2.7M | -$65.2K | 2.1% |
| AlphaQuest LLC | 3,785 | +897 | $317.4K | +$64.3K | 31.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19,153 | +1,489 | $1.6M | +$58.1K | 8.4% |
| CENTRAL TRUST Co | 15,076 | +2 | $1.3M | -$56.8K | 0.0% |
| MAI Capital Management | 5,651 | +871 | $473.9K | +$55.0K | 18.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 23,023 | +30 | $1.9M | -$52.4K | 0.1% |
| NEOS Investment Management LLC | 38,796 | +2,235 | $3.3M | +$49.2K | 6.1% |
| Portfolio Design Labs, LLC | 10,750 | +948 | $901.4K | +$42.4K | 9.7% |
| ASSETMARK, INC | 2,831 | +591 | $237.4K | +$41.1K | 26.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 881 | +501 | $73.9K | +$40.6K | 131.8% |
| Empire Life Investments Inc. | 11,075 | +28 | $928.6K | -$39.4K | 0.3% |
| Tower Research Capital LLC (TRC) | 3,764 | +612 | $315.6K | +$39.4K | 19.4% |
| Dorsey & Whitney Trust CO LLC | 14,495 | +195 | $1.2M | -$37.7K | 1.4% |
| Aptus Capital Advisors, LLC | 11,318 | +904 | $949.0K | +$36.4K | 8.7% |
| Ascent Group, LLC | 13,129 | +976 | $1.1M | +$35.9K | 8.0% |
| NAPLES GLOBAL ADVISORS, LLC | 10,618 | +50 | $890.3K | -$35.8K | 0.5% |
| OPPENHEIMER & CO INC | 27,496 | +1,573 | $2.3M | +$33.9K | 6.1% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 9,625 | +32 | $807.1K | -$33.6K | 0.3% |
| Triton Financial Group Inc | 14,741 | +1,013 | $1.2M | +$33.0K | 7.4% |
| Ancora Advisors LLC | 473 | +397 | $39.7K | +$33.0K | 522.4% |
| Miracle Mile Advisors, LLC | 2,862 | +496 | $240.0K | +$32.6K | 21.0% |
| Northwest & Ethical Investments L.P. | 32,717 | +1,751 | $2.7M | +$29.8K | 5.7% |
| HARBOUR INVESTMENTS, INC. | 669 | +297 | $59.0K | +$26.2K | 79.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | 6,501 | +5 | $545.1K | -$24.1K | 0.1% |
| TFC Financial Management, Inc. | 1,537 | +340 | $128.9K | +$24.0K | 28.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 477,194 | +292,389 | $40.0K | +$23.9K | 158.2% |
| JOHNSON INVESTMENT COUNSEL INC | 6,710 | +23 | $562.6K | -$23.3K | 0.3% |
| Summit Trail Advisors, LLC | 23,676 | +755 | $2.0M | -$23.3K | 3.3% |
| U.S. Capital Wealth Advisors, LLC | 6,130 | +3 | $514.0K | -$22.9K | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 34,731 | +1,411 | $2.9M | +$22.2K | 4.2% |
| Meiji Yasuda Asset Management Co Ltd. | 30,792 | +1,096 | $2.6M | -$20.4K | 3.7% |
| ORG Partners LLC | 1,343 | +276 | $112.6K | +$19.1K | 25.9% |
| NewEdge Advisors, LLC | 29,779 | +1,067 | $2.5M | -$19.0K | 3.7% |
| Wealthfront Advisers LLC | 115,880 | +4,783 | $9.7M | -$18.9K | 4.3% |
| Johnson Financial Group, Inc. | 346 | +229 | $29.0K | +$18.8K | 195.7% |
| Advisors Capital Management, LLC | 5,341 | +22 | $447.9K | -$18.2K | 0.4% |
| Manchester Capital Management LLC | 414 | +225 | $34.7K | +$18.2K | 119.0% |
| Hemenway Trust Co LLC | 9,491 | +211 | $795.8K | -$17.4K | 2.3% |
| HB Wealth Management, LLC | 7,375 | +510 | $618.4K | +$16.8K | 7.4% |
| Simplicity Wealth,LLC | 10,790 | +276 | $904.7K | -$16.6K | 2.6% |
| LOWE BROCKENBROUGH & CO INC | 4,130 | +2 | $346.3K | -$15.4K | 0.0% |
| Bleakley Financial Group, LLC | 24,107 | +866 | $2.0M | -$15.2K | 3.7% |
| SG Americas Securities, LLC | 264,114 | +183,628 | $22.1K | +$15.1K | 228.1% |
| Quent Capital, LLC | 1,424 | +231 | $119.4K | +$14.8K | 19.4% |
| Evergreen Private Wealth LLC | 1,222 | +218 | $102.4K | +$14.5K | 21.7% |
| Colonial Trust Co / SC | 2,445 | +263 | $205.0K | +$13.8K | 12.1% |
| YANKCOM Partnership | 413 | +170 | $34.6K | +$13.3K | 70.0% |
| Lido Advisors, LLC | 34,356 | +382 | $3.0M | +$12.5K | 1.1% |
| Capital Investment Advisory Services, LLC | 7,326 | +185 | $614.3K | -$11.4K | 2.6% |
| Acorn Wealth Advisors, LLC | 3,259 | +10 | $273.3K | -$11.4K | 0.3% |
| ALBERT D MASON INC | 8,739 | +248 | $732.7K | -$11.3K | 2.9% |
| WEALTH EFFECTS LLC | 3,011 | +2 | $252.5K | -$11.2K | 0.1% |
| Kingsview Wealth Management, LLC | 4,337 | +62 | $363.6K | -$10.9K | 1.4% |
| Delta Investment Management, LLC | 2,962 | +5 | $248.4K | -$10.8K | 0.2% |
| LongView Wealth Management | 13,281 | +32 | $1.2M | -$10.1K | 0.2% |
| PINNACLE ASSOCIATES LTD | 3,004 | +17 | $251.9K | -$9.9K | 0.6% |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,552 | +43 | $297.8K | -$9.7K | 1.2% |
| WEALTH ALLIANCE, LLC | 3,441 | +255 | $288.5K | +$9.3K | 8.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 3,695 | +264 | $309.8K | +$9.2K | 7.7% |
| GSB Wealth Management, LLC | 8,034 | +246 | $673.7K | -$8.8K | 3.1% |
| Essex Financial Services, Inc. | 5,218 | +125 | $437.6K | -$8.7K | 2.5% |
| Physician Wealth Advisors, Inc. | 114 | +103 | $9.6K | +$8.6K | 936.4% |
| MARCO INVESTMENT MANAGEMENT LLC | 6,050 | +350 | $507.3K | +$7.8K | 6.1% |
| Groupe la Francaise | 61,058 | +2,549 | $5.1M | -$7.4K | 4.3% |
| UMB Bank, n.a. | 3,782 | +80 | $317.1K | -$7.3K | 2.2% |
| Meridian Wealth Management, LLC | 3,411 | +67 | $286.0K | -$7.1K | 2.0% |
| FIDELIS CAPITAL PARTNERS, LLC | 3,045 | +51 | $255.3K | -$7.0K | 1.7% |
| Bruce G. Allen Investments, LLC | 135 | +82 | $11.3K | +$6.7K | 154.7% |
| Abacus Planning Group, Inc. | 10,710 | +388 | $898.0K | -$6.5K | 3.8% |
| Princeton Global Asset Management LLC | 1,710 | +4 | $143.4K | -$6.1K | 0.2% |
| Principle Wealth Partners LLC | 5,400 | +300 | $452.8K | +$5.9K | 5.9% |
| Cornerstone Planning Group LLC | 96 | +58 | $8.8K | +$5.7K | 152.6% |
| MJT & Associates Financial Advisory Group, Inc. | 62 | +61 | $5.2K | +$5.1K | 6100.0% |
| ProShare Advisors LLC | 1,847,519 | +79,752 | $154.9M | +$5.0K | 4.5% |
| Haverford Trust Co | 3,421 | +202 | $286.9K | +$4.8K | 6.3% |
| Advyzon Investment Management, LLC | 2,982 | +183 | $250.0K | +$4.7K | 6.5% |
| Creative Planning | 74,171 | +3,147 | $6.2M | -$4.6K | 4.4% |
| Farther Finance Advisors, LLC | 2,374 | +152 | $199.1K | +$4.3K | 6.8% |
| Marquette Asset Management, LLC | 81 | +47 | $6.8K | +$3.8K | 138.2% |
| Moors & Cabot, Inc. | 2,851 | +166 | $239.1K | +$3.8K | 6.2% |
| Cove Private Wealth, LLC | 8,735 | +335 | $732.4K | -$3.7K | 4.0% |
| Global X Japan Co., Ltd. | 6,552 | +245 | $549.4K | -$3.3K | 3.9% |
| Transamerica Financial Advisors, LLC | 57 | +40 | $4.8K | +$3.3K | 235.3% |
| Rossby Financial, LCC | 977 | +8 | $81.9K | -$3.3K | 0.8% |
| North Star Investment Management Corp. | 43 | +37 | $3.6K | +$3.1K | 616.7% |
| Sachetta, LLC | 76 | +37 | $6.4K | +$3.0K | 94.9% |
| HARBOR INVESTMENT ADVISORY, LLC | 322 | +47 | $27.0K | +$2.9K | 17.1% |
| Advisory Alpha, LLC | 4,085 | +181 | $342.5K | -$2.6K | 4.6% |
| MONTAG A & ASSOCIATES INC | 4,030 | +200 | $337.9K | +$2.3K | 5.2% |
| Eukles Asset Management | 5,209 | +199 | $436.8K | -$2.2K | 4.0% |
| ORG Wealth Partners, LLC | 1,095 | +72 | $91.8K | +$2.2K | 7.0% |
| JFS WEALTH ADVISORS, LLC | 119 | +28 | $10.0K | +$2.0K | 30.8% |
| Beacon Pointe Advisors, LLC | 7,622 | +351 | $639.1K | +$2.0K | 4.8% |
| Delta Global Management LP | 28,895 | +1,225 | $2.4M | -$1.9K | 4.4% |
| NVWM, LLC | 610 | +5 | $51.2K | -$1.9K | 0.8% |
| Wealth Watch Advisors, INC | 59 | +21 | $4.9K | +$1.6K | 55.3% |
| Hughes Financial Services, LLC | 37 | +18 | $3.1K | +$1.5K | 94.7% |
| Golden State Wealth Management, LLC | 424 | +1 | $35.6K | -$1.5K | 0.2% |
| Bogart Wealth, LLC | 23 | +17 | $1.9K | +$1.4K | 283.3% |
| Financial Management Professionals, Inc. | 145 | +22 | $12.2K | +$1.4K | 17.9% |
| Atria Investments, Inc | 24,668 | +1,049 | $2.1M | -$1.3K | 4.4% |
| CBIZ Investment Advisory Services, LLC | 119 | +20 | $10.0K | +$1.3K | 20.2% |
| City State Bank | 430 | +4 | $36.1K | -$1.3K | 0.9% |
| Kennebec Savings Bank | 691 | +16 | $57.9K | -$1.2K | 2.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,895 | +198 | $410.4K | -$1.2K | 4.2% |
| DoubleLine ETF Adviser LP | 13,463 | +594 | $1.1M | +$1.2K | 4.6% |
| RFG - Bristol Wealth Advisors, LLC | 3,023 | +143 | $253.5K | +$1.1K | 5.0% |
| CYBER HORNET ETFs LLC | 705 | +42 | $59.1K | +$1.0K | 6.3% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,253 | +43 | $105.1K | -$967 | 3.5% |
| Bay Harbor Wealth Management, LLC | 19 | +10 | $1.6K | +$805 | 111.1% |
| Deseret Mutual Benefit Administrators | 1,617 | +76 | $135.6K | +$547 | 4.9% |
| Caitlin John, LLC | 25 | +7 | $2.1K | +$527 | 38.9% |
| MCF Advisors LLC | 279 | +7 | $23.4K | -$441 | 2.6% |
| ROSS\JOHNSON & Associates LLC | 7 | +5 | $587 | +$412 | 250.0% |
| Thrivent Financial for Lutherans | 906,374 | +43,457 | $76.0K | +$388 | 5.0% |
| Mn Services Vermogensbeheer B.V. | 94,289 | +1,189 | $7.9K | -$252 | 1.3% |
| TD PRIVATE CLIENT WEALTH LLC | 483 | +18 | $40.5K | -$248 | 3.9% |
| PRAXIS INVESTMENT MANAGEMENT INC | 7,206 | +3,116 | $604 | +$246 | 76.2% |
| INTEGRITY ALLIANCE, LLC. | 2,500 | +111 | $209.6K | +$221 | 4.6% |
| SJS Investment Consulting Inc. | 13 | +3 | $1.1K | +$214 | 30.0% |
| Dunhill Financial, LLC | 7 | +2 | $626 | +$180 | 40.0% |
| American Capital Advisory, LLC | 5 | +2 | $420 | +$157 | 66.7% |
| Rialto Wealth Management, LLC | 9 | +2 | $755 | +$141 | 28.6% |
| T. Rowe Price Investment Management, Inc. | 24,420 | +2,300 | $2.0K | +$109 | 10.4% |
| Daiwa Securities Group Inc. | 43,986 | +974 | $3.7K | -$80 | 2.3% |
| Rakuten Securities, Inc. | 2 | +1 | $168 | +$80 | 100.0% |
| NATURAL INVESTMENTS, LLC | 3,841 | +975 | $322 | +$71 | 34.0% |
| Breakwater Investment Management | 6 | +1 | $504 | +$65 | 20.0% |
| HFM Investment Advisors, LLC | 7 | +1 | $587 | +$61 | 16.7% |
| APPLETON PARTNERS INC/MA | 4,557 | +885 | $382 | +$60 | 24.1% |
| MEEDER ASSET MANAGEMENT INC | 60 | +2 | $5.0K | -$52 | 3.4% |
| CX Institutional | 2,116 | +610 | $177 | +$45 | 40.5% |
| BI Asset Management Fondsmaeglerselskab A/S | 19,962 | +1,047 | $1.7K | +$16 | 5.5% |
| GW&K Investment Management, LLC | 344 | +156 | $29 | +$13 | 83.0% |
| PHYSICIANS FINANCIAL SERVICES, INC. | 3,553 | +1 | $298 | -$13 | 0.0% |
| VAN ECK ASSOCIATES CORP | 42,800 | +1,920 | $3.6K | +$7 | 4.7% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 637 | +1 | $53 | -$2 | 0.1% |