13F QoQ Ownership Changes
CHRW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 181 new · 264 added · 370 reduced · 76 exited
New Positions(181)
Added To(264)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 14,565,409 | +364,163 | $2.34B | +$461.3M | 2.6% |
| BlackRock, Inc. | 9,896,312 | +174,397 | $1.59B | +$303.7M | 1.8% |
| FMR LLC | 4,376,652 | +902,497 | $703.6M | +$243.6M | 26.0% |
| STATE STREET CORP | 6,976,103 | +102,226 | $1.13B | +$211.5M | 1.5% |
| NORGES BANK | 1,472,165 | +675,567 | $236.7M | +$148.7M | 84.8% |
| Interval Partners, LP | 1,045,643 | +752,082 | $168.1M | +$129.2M | 256.2% |
| MORGAN STANLEY | 2,254,439 | +269,843 | $362.4M | +$99.7M | 13.6% |
| FIRST TRUST ADVISORS LP | 1,872,508 | +322,479 | $301.0M | +$95.8M | 20.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,214,855 | +16,961 | $514.9M | +$93.1M | 0.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,778,739 | +254,452 | $286.0M | +$84.1M | 16.7% |
| Holocene Advisors, LP | 462,126 | +358,699 | $74.3M | +$60.6M | 346.8% |
| NORTHERN TRUST CORP | 1,836,409 | +46,091 | $295.2M | +$58.2M | 2.6% |
| AQR CAPITAL MANAGEMENT LLC | 623,378 | +295,599 | $100.2M | +$57.3M | 90.2% |
| UBS Group AG | 753,685 | +248,764 | $121.2M | +$54.3M | 49.3% |
| TD Asset Management Inc | 276,737 | +245,245 | $44.5M | +$40.3M | 778.8% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 967,313 | +97,155 | $155.5M | +$40.3M | 11.2% |
| RAYMOND JAMES FINANCIAL INC | 1,106,111 | +54,799 | $178.3M | +$39.1M | 5.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 414,444 | +188,403 | $67.1M | +$37.2M | 83.3% |
| DIMENSIONAL FUND ADVISORS LP | 1,069,318 | +42,273 | $171.9M | +$35.9M | 4.1% |
| CITIGROUP INC | 311,138 | +187,943 | $50.0M | +$33.7M | 152.6% |
| GOLDMAN SACHS GROUP INC | 937,530 | +31,077 | $150.7M | +$30.7M | 3.4% |
| SUSQUEHANNA ADVISORS GROUP, INC. | 545,500 | +102,800 | $87.7M | +$29.1M | 23.2% |
| PRINCIPAL FINANCIAL GROUP INC | 301,083 | +153,468 | $48.4M | +$28.9M | 104.0% |
| Qube Research & Technologies Ltd | 576,074 | +94,116 | $92.6M | +$28.8M | 19.5% |
| Davidson Kempner Capital Management LP | 390,000 | +130,000 | $62.7M | +$28.3M | 50.0% |
| Nuveen, LLC | 520,597 | +59,057 | $83.7M | +$22.6M | 12.8% |
| Voya Investment Management LLC | 193,007 | +110,066 | $31.0M | +$20.0M | 132.7% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 556,472 | +5,647 | $89.5M | +$16.5M | 1.0% |
| VICTORY CAPITAL MANAGEMENT INC | 480,103 | +20,573 | $77.2M | +$16.3M | 4.5% |
| EARNEST PARTNERS LLC | 438,153 | +27,937 | $70.4M | +$16.1M | 6.8% |
| Yaupon Capital Management LP | 147,360 | +85,767 | $23.7M | +$15.5M | 139.2% |
| BNP PARIBAS FINANCIAL MARKETS | 247,446 | +54,370 | $39.8M | +$14.2M | 28.1% |
| Weiss Asset Management LP | 92,350 | +86,216 | $14.8M | +$14.0M | 1405.5% |
| Legal & General Group Plc | 487,038 | +1,247 | $78.3M | +$14.0M | 0.3% |
| RENAISSANCE TECHNOLOGIES LLC | 240,808 | +52,300 | $38.7M | +$13.8M | 27.7% |
| Gotham Asset Management, LLC | 296,468 | +35,803 | $47.7M | +$13.1M | 13.7% |
| NEUBERGER BERMAN GROUP LLC | 81,533 | +69,857 | $13.1M | +$11.6M | 598.3% |
| JENNISON ASSOCIATES LLC | 282,431 | +24,893 | $45.4M | +$11.3M | 9.7% |
| FRANKLIN RESOURCES INC | 174,057 | +47,417 | $28.0M | +$11.2M | 37.4% |
| NORDEA INVESTMENT MANAGEMENT AB | 363,587 | +995 | $58.5M | +$11.2M | 0.3% |
| Rockefeller Capital Management L.P. | 178,854 | +46,352 | $28.5M | +$10.9M | 35.0% |
| Polar Capital Holdings Plc | 170,431 | +42,900 | $27.4M | +$10.5M | 33.6% |
| APG Asset Management N.V. | 151,016 | +48,669 | $20.7M | +$9.1M | 47.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 124,426 | +36,401 | $20.0M | +$8.3M | 41.4% |
| CAPITAL FUND MANAGEMENT S.A. | 84,900 | +43,000 | $13.6M | +$8.1M | 102.6% |
| SEI INVESTMENTS CO | 104,301 | +34,642 | $16.8M | +$7.5M | 49.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 103,760 | +26,309 | $17.4M | +$7.0M | 34.0% |
| WELLS FARGO & COMPANY/MN | 91,065 | +32,319 | $14.6M | +$6.9M | 55.0% |
| ASSETMARK, INC | 39,960 | +39,389 | $6.4M | +$6.3M | 6898.2% |
| Waratah Capital Advisors Ltd. | 61,767 | +34,255 | $9.9M | +$6.3M | 124.5% |
| Man Group plc | 47,618 | +37,256 | $7.7M | +$6.3M | 359.5% |
| Russell Investments Group, Ltd. | 90,196 | +27,346 | $14.5M | +$6.2M | 43.5% |
| Meiji Yasuda Asset Management Co Ltd. | 91,273 | +26,914 | $14.7M | +$6.2M | 41.8% |
| PRUDENTIAL FINANCIAL INC | 97,816 | +25,429 | $15.7M | +$6.1M | 35.1% |
| Walleye Trading LLC | 154,900 | +10,800 | $24.9M | +$5.8M | 7.5% |
| NATIONAL BANK OF CANADA /FI/ | 60,438 | +30,610 | $9.7M | +$5.8M | 102.6% |
| WINTON GROUP Ltd | 49,210 | +31,926 | $7.9M | +$5.6M | 184.7% |
| Delta Accumulation, LLC | 69,200 | +15,600 | $11.1M | +$5.2M | 29.1% |
| Swedbank AB | 43,362 | +29,332 | $7.0M | +$5.1M | 209.1% |
| SEGALL BRYANT & HAMILL, LLC | 111,667 | +10,970 | $18.0M | +$4.6M | 10.9% |
| Quantinno Capital Management LP | 95,791 | +12,800 | $15.4M | +$4.4M | 15.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 79,641 | +15,258 | $12.8M | +$4.3M | 23.7% |
| DANSKE BANK A/S | 84,609 | +13,900 | $13.6M | +$4.2M | 19.6% |
| CULLINAN ASSOCIATES INC | 50,300 | +19,700 | $8.1M | +$4.0M | 64.4% |
| AVIVA PLC | 100,857 | +7,142 | $16.2M | +$3.8M | 7.6% |
| Accredited Investors Inc. | 106,478 | +5,667 | $17.1M | +$3.8M | 5.6% |
| Driehaus Capital Management LLC | 102,804 | +6,132 | $16.5M | +$3.7M | 6.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 83,457 | +9,649 | $13.4M | +$3.6M | 13.1% |
| LPL Financial LLC | 83,726 | +9,163 | $13.5M | +$3.6M | 12.3% |
| Cetera Investment Advisers | 99,187 | +5,435 | $15.9M | +$3.5M | 5.8% |
| GREAT LAKES ADVISORS, LLC | 48,733 | +15,984 | $7.8M | +$3.5M | 48.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,587 | +15,930 | $7.5M | +$3.4M | 52.0% |
| Baird Financial Group, Inc. | 52,205 | +14,447 | $8.4M | +$3.4M | 38.3% |
| TRUIST FINANCIAL CORP | 94,444 | +5,310 | $15.2M | +$3.4M | 6.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 21,516 | +19,621 | $3.5M | +$3.2M | 1035.4% |
| GUGGENHEIM CAPITAL LLC | 72,251 | +8,360 | $11.6M | +$3.2M | 13.1% |
| Illinois Municipal Retirement Fund | 65,038 | +9,001 | $10.5M | +$3.0M | 16.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 100,453 | +200 | $16.1M | +$2.9M | 0.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 84,514 | +2,092 | $13.6M | +$2.7M | 2.5% |
| CIBC Asset Management Inc | 30,147 | +12,551 | $4.8M | +$2.5M | 71.3% |
| MML INVESTORS SERVICES, LLC | 20,086 | +13,702 | $3.2M | +$2.4M | 214.6% |
| Elo Mutual Pension Insurance Co | 34,861 | +10,413 | $5.6M | +$2.4M | 42.6% |
| FEDERATED HERMES, INC. | 51,465 | +6,406 | $8.3M | +$2.3M | 14.2% |
| Candriam S.C.A. | 29,215 | +9,848 | $4.7M | +$2.1M | 50.8% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,377 | +11,645 | $3.3M | +$2.1M | 133.4% |
| MEEDER ASSET MANAGEMENT INC | 12,576 | +12,557 | $2.0M | +$2.0M | 66089.5% |
| Federation des caisses Desjardins du Quebec | 35,918 | +6,485 | $5.8M | +$1.9M | 22.0% |
| Creative Planning | 41,611 | +4,020 | $6.7M | +$1.7M | 10.7% |
| Robeco Institutional Asset Management B.V. | 24,956 | +7,395 | $4.0M | +$1.7M | 42.1% |
| M&T Bank Corp | 16,319 | +9,014 | $2.6M | +$1.7M | 123.4% |
| KLP KAPITALFORVALTNING AS | 44,960 | +2,700 | $7.3M | +$1.6M | 6.4% |
| AE Wealth Management LLC | 53,685 | +832 | $8.6M | +$1.6M | 1.6% |
| STIFEL FINANCIAL CORP | 43,920 | +2,152 | $7.1M | +$1.5M | 5.2% |
| CAPTRUST FINANCIAL ADVISORS | 32,610 | +4,487 | $5.2M | +$1.5M | 15.9% |
| FIFTH THIRD BANCORP | 14,257 | +8,046 | $2.3M | +$1.5M | 129.5% |
| TCW GROUP INC | 45,503 | +1,218 | $7.3M | +$1.5M | 2.8% |
| Concurrent Investment Advisors, LLC | 16,349 | +7,384 | $2.6M | +$1.4M | 82.4% |
| Empowered Funds, LLC | 11,719 | +8,350 | $1.9M | +$1.4M | 247.8% |
| Pathstone Holdings, LLC | 33,803 | +3,575 | $5.4M | +$1.4M | 11.8% |
| RITHOLTZ WEALTH MANAGEMENT | 10,203 | +8,072 | $1.6M | +$1.4M | 378.8% |
| Calamos Advisors LLC | 17,373 | +5,948 | $2.8M | +$1.3M | 52.1% |
| State of New Jersey Common Pension Fund D | 39,613 | +908 | $6.4M | +$1.2M | 2.3% |
| STRS OHIO | 9,914 | +7,105 | $1.6M | +$1.2M | 252.9% |
| Mariner, LLC | 30,659 | +2,469 | $4.9M | +$1.2M | 8.8% |
| Uniting Wealth Partners, LLC | 27,985 | +2,985 | $4.5M | +$1.2M | 11.9% |
| Woodline Partners LP | 20,155 | +4,548 | $3.2M | +$1.2M | 29.1% |
| Merit Financial Group, LLC | 9,606 | +6,569 | $1.5M | +$1.1M | 216.3% |
| Mirae Asset Global Investments Co., Ltd. | 30,592 | +1,969 | $4.9M | +$1.1M | 6.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 15,324 | +5,165 | $2.5M | +$1.1M | 50.8% |
| ZACKS INVESTMENT MANAGEMENT | 37,097 | +480 | $6.0M | +$1.1M | 1.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20,917 | +3,856 | $3.4M | +$1.1M | 22.6% |
| Cerity Partners LLC | 17,487 | +4,302 | $2.8M | +$1.1M | 32.6% |
| Ethic Inc. | 31,306 | +1,252 | $5.0M | +$1.1M | 4.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 36,462 | +27 | $5.9M | +$1.0M | 0.1% |
| Czech National Bank | 31,150 | +1,157 | $5.0M | +$1.0M | 3.9% |
| Atria Investments, Inc | 17,741 | +3,453 | $2.9M | +$960.3K | 24.2% |
| National Pension Service | 8,944 | +5,088 | $1.4M | +$927.3K | 131.9% |
| ABN AMRO INVESTMENT SOLUTIONS | 7,584 | +5,344 | $1.2M | +$922.6K | 238.6% |
| PICTON MAHONEY ASSET MANAGEMENT | 5,431 | +2,080 | $873.1K | +$872.6K | 62.1% |
| ALLSTATE CORP | 8,671 | +4,550 | $1.4M | +$848.3K | 110.4% |
| Steward Partners Investment Advisory, LLC | 6,054 | +4,675 | $973.2K | +$790.6K | 339.0% |
| Sequoia Financial Advisors, LLC | 24,189 | +715 | $3.9M | +$780.7K | 3.0% |
| Focus Partners Wealth | 7,714 | +3,841 | $1.2M | +$734.1K | 99.2% |
| XPONANCE, INC. | 19,663 | +1,123 | $3.2M | +$706.3K | 6.0% |
| B. Metzler seel. Sohn & Co. AG | 7,482 | +3,694 | $1.2M | +$701.3K | 97.5% |
| BROADWATER CAPITAL MANAGEMENT LLC | 436,886 | +402,894 | $4.0M | +$662.7K | 1185.3% |
| BLAIR WILLIAM & CO/IL | 20,616 | +578 | $3.3M | +$661.1K | 2.9% |
| MACQUARIE GROUP LTD | 12,079 | +2,349 | $1.9M | +$653.6K | 24.1% |
| PNC Financial Services Group, Inc. | 18,192 | +927 | $2.9M | +$638.7K | 5.4% |
| BANK OF NOVA SCOTIA | 18,479 | +730 | $3.0M | +$620.7K | 4.1% |
| AlphaQuest LLC | 9,320 | +2,670 | $1.5M | +$617.8K | 40.1% |
| Mutual Advisors, LLC | 9,177 | +2,336 | $1.5M | +$617.3K | 34.1% |
| Vanguard Personalized Indexing Management, LLC | 17,506 | +835 | $2.8M | +$607.0K | 5.0% |
| Aspire Capital Advisors LLC | 19,611 | +26 | $3.2M | +$559.7K | 0.1% |
| Pacer Advisors, Inc. | 11,347 | +1,742 | $1.8M | +$552.4K | 18.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 9,123 | +2,139 | $1.5M | +$541.9K | 30.6% |
| Investment Management Corp of Ontario | 7,948 | +2,350 | $1.3M | +$536.5K | 42.0% |
| Kestra Advisory Services, LLC | 9,522 | +1,840 | $1.5M | +$513.7K | 23.9% |
| BENJAMIN EDWARDS INC | 7,649 | +2,236 | $1.2M | +$512.9K | 41.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,073 | +422 | $2.6M | +$511.7K | 2.7% |
| NISA INVESTMENT ADVISORS, LLC | 11,400 | +1,346 | $1.8M | +$501.6K | 13.4% |
| OneDigital Investment Advisors LLC | 17,258 | +75 | $2.8M | +$499.4K | 0.4% |
| Balyasny Asset Management L.P. | 4,879 | +2,694 | $784.3K | +$495.1K | 123.3% |
| MUFG Securities EMEA plc | 4,847 | +2,587 | $779.2K | +$480.0K | 114.5% |
| Nilsine Partners, LLC | 13,115 | +756 | $2.1M | +$472.0K | 6.1% |
| Envestnet Portfolio Solutions, Inc. | 11,429 | +1,086 | $1.8M | +$467.9K | 10.5% |
| Dynasty Wealth Management, LLC | 10,615 | +1,006 | $1.7M | +$434.3K | 10.5% |
| CoreCap Advisors, LLC | 9,105 | +1,330 | $1.5M | +$434.3K | 17.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,116 | +1,524 | $1.3M | +$431.9K | 23.1% |
| Norinchukin Bank, The | 9,939 | +1,039 | $1.6M | +$419.4K | 11.7% |
| ORG Wealth Partners, LLC | 4,206 | +2,256 | $676.1K | +$418.0K | 115.7% |
| Siemens Fonds Invest GmbH | 6,147 | +1,772 | $995.6K | +$416.3K | 40.5% |
| Retireful, LLC | 6,839 | +1,615 | $1.1M | +$416.0K | 30.9% |
| JONES FINANCIAL COMPANIES LLLP | 4,604 | +2,041 | $740.2K | +$402.4K | 79.6% |
| Private Advisor Group, LLC | 4,194 | +2,013 | $674.2K | +$385.4K | 92.3% |
| MACKENZIE FINANCIAL CORP | 7,690 | +1,184 | $1.2M | +$381.6K | 18.2% |
| JANUS HENDERSON GROUP PLC | 12,346 | +234 | $2.0M | +$380.6K | 1.9% |
| FORTRESS PRIVATE LEDGER, LLC | 7,153 | +1,312 | $1.1M | +$376.7K | 22.5% |
| MONTAG A & ASSOCIATES INC | 2,314 | +2,299 | $372.5K | +$370.5K | 15326.7% |
| Rafferty Asset Management, LLC | 12,584 | +13 | $2.0M | +$358.6K | 0.1% |
| Vise Technologies, Inc. | 3,673 | +1,835 | $590.4K | +$347.1K | 99.8% |
| Summit Trail Advisors, LLC | 6,691 | +988 | $1.1M | +$320.7K | 17.3% |
| GAMMA Investing LLC | 7,033 | +882 | $1.1M | +$316.2K | 14.3% |
| CIBC WORLD MARKET INC. | 3,616 | +1,470 | $581.3K | +$297.2K | 68.5% |
| DAVENPORT & Co LLC | 3,471 | +1,365 | $558.0K | +$279.2K | 64.8% |
| Autumn Glory Partners, LLC | 9,096 | +111 | $1.5M | +$272.7K | 1.2% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 9,563 | +1 | $1.5M | +$271.2K | 0.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 4,511 | +1,036 | $725.2K | +$265.1K | 29.8% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 5,391 | +832 | $866.7K | +$263.0K | 18.2% |
| MIZUHO SECURITIES USA LLC | 8,602 | +1 | $1.4M | +$259.7K | 0.0% |
| Fulton Bank, N.A. | 4,357 | +1,007 | $700.4K | +$256.9K | 30.1% |
| HANCOCK WHITNEY CORP | 6,252 | +451 | $1.0M | +$237.0K | 7.8% |
| Wealthfront Advisers LLC | 5,318 | +601 | $854.9K | +$230.4K | 12.7% |
| GREENLEAF TRUST | 6,005 | +404 | $965.4K | +$223.8K | 7.2% |
| Avantax Planning Partners, Inc. | 6,201 | +352 | $996.9K | +$222.5K | 6.0% |
| Smartleaf Asset Management LLC | 1,965 | +1,171 | $318.3K | +$213.5K | 147.5% |
| Portside Wealth Group, LLC | 6,122 | +168 | $984.3K | +$195.9K | 2.8% |
| COMMERCE BANK | 6,658 | +1 | $1.1M | +$189.0K | 0.0% |
| Compound Planning, Inc. | 4,593 | +427 | $738.4K | +$186.8K | 10.2% |
| HB Wealth Management, LLC | 4,568 | +357 | $734.4K | +$176.8K | 8.5% |
| Focus Financial Network, Inc. | 2,533 | +739 | $408.8K | +$170.2K | 41.2% |
| Arax Advisory Partners | 1,688 | +921 | $271.4K | +$169.8K | 120.1% |
| Canada Post Corp Registered Pension Plan | 2,972 | +630 | $477.8K | +$168.9K | 26.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,798 | +386 | $610.6K | +$158.8K | 11.3% |
| CHOREO, LLC | 2,813 | +538 | $455.7K | +$153.0K | 23.6% |
| Three Bridge Wealth Advisors, LLC | 5,033 | +11 | $812.3K | +$144.2K | 0.2% |
| SYON CAPITAL LLC | 2,369 | +528 | $380.9K | +$137.1K | 28.7% |
| ORG Partners LLC | 1,622 | +672 | $260.7K | +$134.9K | 70.7% |
| QUADRANT CAPITAL GROUP LLC | 4,644 | +19 | $746.6K | +$134.2K | 0.4% |
| Advisory Services Network, LLC | 2,691 | +386 | $432.7K | +$127.4K | 16.7% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 4,108 | +69 | $663.0K | +$125.7K | 1.7% |
| Avidian Wealth Enterprises, LLC | 3,619 | +151 | $581.9K | +$122.6K | 4.3% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 3,682 | +120 | $591.9K | +$120.3K | 3.4% |
| Philip James Wealth Mangement, LLC | 3,142 | +227 | $505.2K | +$119.2K | 7.8% |
| Brooklyn Investment Group | 2,355 | +327 | $386.0K | +$117.5K | 16.1% |
| CAHILL FINANCIAL ADVISORS INC | 3,827 | +30 | $615.2K | +$112.5K | 0.8% |
| Parallel Advisors, LLC | 3,714 | +23 | $597.1K | +$108.4K | 0.6% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3,774 | +10 | $606.7K | +$108.4K | 0.3% |
| MAI Capital Management | 2,778 | +170 | $446.7K | +$101.4K | 6.5% |
| Brendel Financial Advisors LLC | 2,896 | +61 | $465.6K | +$90.2K | 2.1% |
| Ballentine Partners, LLC | 2,897 | +40 | $465.7K | +$87.5K | 1.4% |
| VAN ECK ASSOCIATES CORP | 3,024,821 | +2,241 | $486.3K | +$86.1K | 0.1% |
| Lido Advisors, LLC | 13,758 | +12 | $1.9M | +$84.5K | 0.1% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,764 | +238 | $283.5K | +$81.5K | 15.6% |
| Tower Research Capital LLC (TRC) | 2,112 | +137 | $339.5K | +$78.0K | 6.9% |
| CIBC Private Wealth Group LLC | 1,227 | +263 | $197.3K | +$69.6K | 27.3% |
| NEOS Investment Management LLC | 2,224 | +15 | $357.5K | +$65.1K | 0.7% |
| Horizon Investments, LLC | 1,950 | +58 | $313.5K | +$63.0K | 3.1% |
| Deseret Mutual Benefit Administrators | 2,164 | +12 | $347.9K | +$63.0K | 0.6% |
| First Bank & Trust | 2,075 | +11 | $333.6K | +$60.3K | 0.5% |
| Forum Financial Management, LP | 2,003 | +1 | $322.0K | +$56.9K | 0.0% |
| SIGNATUREFD, LLC | 1,700 | +59 | $273.3K | +$56.0K | 3.6% |
| PARK NATIONAL CORP /OH/ | 1,781 | +41 | $286.3K | +$55.9K | 2.4% |
| EverSource Wealth Advisors, LLC | 1,022 | +188 | $164.3K | +$53.9K | 22.5% |
| Clearstead Advisors, LLC | 525 | +281 | $84.4K | +$52.1K | 115.2% |
| Venturi Wealth Management, LLC | 1,589 | +40 | $255.4K | +$50.4K | 2.6% |
| Crestwood Advisors Group, LLC | 1,631 | +29 | $262.2K | +$50.1K | 1.8% |
| SUMMIT SECURITIES GROUP LLC | 476 | +272 | $76.5K | +$49.5K | 133.3% |
| Ancora Advisors LLC | 929 | +139 | $149.3K | +$44.8K | 17.6% |
| PRIVATE TRUST CO NA | 1,099 | +73 | $176.7K | +$40.8K | 7.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 387,144 | +210,717 | $62.2K | +$38.9K | 119.4% |
| Root Financial Partners, LLC | 858 | +80 | $138.0K | +$35.0K | 10.3% |
| Prestige Wealth Management Group LLC | 336 | +280 | $35.6K | +$28.2K | 500.0% |
| UMB Bank, n.a. | 690 | +34 | $110.9K | +$24.1K | 5.2% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 135 | +124 | $21.7K | +$20.2K | 1127.3% |
| Cornerstone Planning Group LLC | 117 | +103 | $21.6K | +$19.4K | 735.7% |
| GeoWealth Management, LLC | 561 | +11 | $90.2K | +$17.3K | 2.0% |
| Versant Capital Management, Inc | 530 | +10 | $85.2K | +$16.4K | 1.9% |
| Cullen/Frost Bankers, Inc. | 406 | +33 | $65.2K | +$15.9K | 8.8% |
| Salomon & Ludwin, LLC | 105 | +79 | $17.6K | +$14.0K | 303.8% |
| CYBER HORNET ETFs LLC | 338 | +20 | $54.3K | +$12.2K | 6.3% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 85,783 | +73,760 | $13.8K | +$12.2K | 613.5% |
| Larson Financial Group LLC | 243 | +37 | $39.1K | +$11.8K | 18.0% |
| Measured Wealth Private Client Group, LLC | 283 | +23 | $45.5K | +$11.1K | 8.8% |
| Bell Investment Advisors, Inc | 233 | +32 | $37.5K | +$10.8K | 15.9% |
| TOTH FINANCIAL ADVISORY CORP | 362 | +2 | $58.1K | +$10.5K | 0.6% |
| ARMSTRONG ADVISORY GROUP, INC | 305 | +1 | $49.1K | +$8.8K | 0.3% |
| Westfuller Advisors, LLC | 179 | +27 | $28.9K | +$8.6K | 17.8% |
| Manchester Capital Management LLC | 204 | +17 | $32.8K | +$8.0K | 9.1% |
| JFS WEALTH ADVISORS, LLC | 100 | +30 | $16.1K | +$6.8K | 42.9% |
| SJS Investment Consulting Inc. | 46 | +32 | $7.4K | +$5.5K | 228.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 84,331 | +17,310 | $13.6K | +$4.9K | 25.8% |
| IMA Advisory Services, Inc. | 33 | +29 | $5.3K | +$4.8K | 725.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 104,269 | +5,877 | $16.8K | +$3.7K | 6.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 28 | +11 | $4.5K | +$2.3K | 64.7% |
| ROTHSCHILD INVESTMENT LLC | 62 | +3 | $10.0K | +$2.2K | 5.1% |
| Fortitude Family Office, LLC | 42 | +7 | $6.8K | +$2.1K | 20.0% |
| Mn Services Vermogensbeheer B.V. | 45,281 | +604 | $7.3K | +$1.4K | 1.4% |
| Physician Wealth Advisors, Inc. | 15 | +5 | $2.4K | +$1.1K | 50.0% |
| Bay Harbor Wealth Management, LLC | 13 | +5 | $2.1K | +$1.0K | 62.5% |
| Daiwa Securities Group Inc. | 20,917 | +2,372 | $3.4K | +$908 | 12.8% |
| Dunhill Financial, LLC | 13 | +4 | $2.1K | +$875 | 44.4% |
| HHM Wealth Advisors, LLC | 27 | +1 | $4.3K | +$771 | 3.8% |
| Bogart Wealth, LLC | 7 | +3 | $1.1K | +$595 | 75.0% |
| Rialto Wealth Management, LLC | 14 | +1 | $2.3K | +$529 | 7.7% |
| BI Asset Management Fondsmaeglerselskab A/S | 12,271 | +497 | $2.0K | +$414 | 4.2% |
| Harvest Fund Management Co., Ltd | 2,391 | +2,272 | $384 | +$368 | 1909.2% |
| Cambridge Investment Research Advisors, Inc. | 3,453 | +1,616 | $555 | +$312 | 88.0% |
| Vestcor Inc | 6,403 | +51 | $1.0K | +$188 | 0.8% |
| CX Institutional | 1,373 | +297 | $221 | +$79 | 27.6% |
| Q3 Asset Management | 2,372 | +17 | $381 | +$70 | 0.7% |
| Avion Wealth | 147 | +140 | $23 | +$23 | 2000.0% |
| HANTZ FINANCIAL SERVICES, INC. | 228 | +82 | $37 | +$18 | 56.2% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 47 | +6 | $7 | +$2 | 14.6% |