13F QoQ Ownership Changes
CMS-PC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 116 new · 279 added · 397 reduced · 90 exited
New Positions(116)
Added To(279)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 4,519,622 | +2,376,354 | $316.1M | +$164.7M | 110.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,952,040 | +1,866,243 | $486.2M | +$113.6M | 36.7% |
| DEUTSCHE BANK AG\ | 7,249,139 | +1,662,579 | $506.9M | +$97.7M | 29.8% |
| Pictet Asset Management Holding SA | 3,571,251 | +1,481,779 | $249.7M | +$96.7M | 70.9% |
| ING GROEP NV | 1,263,429 | +624,232 | $88.4M | +$41.5M | 97.7% |
| MILLENNIUM MANAGEMENT LLC | 899,709 | +549,032 | $62.9M | +$37.2M | 156.6% |
| BANK OF NOVA SCOTIA | 613,021 | +481,004 | $42.9M | +$33.2M | 364.4% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1,480,908 | +508,757 | $103.6M | +$32.3M | 52.3% |
| VANGUARD GROUP INC | 40,672,292 | +1,501,991 | $2.84B | -$25.4M | 3.8% |
| Invesco Ltd. | 7,482,026 | +43,578 | $523.2M | -$21.7M | 0.6% |
| SOROS FUND MANAGEMENT LLC | 1,106,375 | +330,148 | $77.4M | +$20.5M | 42.5% |
| BNP PARIBAS FINANCIAL MARKETS | 570,443 | +228,224 | $39.9M | +$14.8M | 66.7% |
| TORONTO DOMINION BANK | 356,651 | +214,950 | $24.9M | +$14.6M | 151.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,323,146 | +183,589 | $579.9M | -$14.0M | 2.3% |
| FRANKLIN RESOURCES INC | 1,875,718 | +276,680 | $131.2M | +$14.0M | 17.3% |
| BAHL & GAYNOR INC | 904,315 | +184,258 | $63.2M | +$10.5M | 25.6% |
| ExodusPoint Capital Management, LP | 955,297 | +176,032 | $66.8M | +$9.7M | 22.6% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 795,529 | +164,930 | $55.6M | +$9.4M | 26.1% |
| US BANCORP \DE\ | 365,442 | +143,881 | $25.6M | +$9.3M | 64.9% |
| NORTHERN TRUST CORP | 2,816,169 | +2,996 | $196.9M | -$9.2M | 0.1% |
| Aventail Capital Group, LP | 228,835 | +128,809 | $16.0M | +$8.7M | 128.8% |
| CIBC Private Wealth Group LLC | 121,202 | +114,954 | $8.5M | +$8.0M | 1839.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 170,394 | +105,818 | $11.9M | +$7.2M | 163.9% |
| FMR LLC | 976,670 | +139,821 | $68.3M | +$7.0M | 16.7% |
| BANK OF AMERICA CORP /DE/ | 3,401,891 | +59,677 | $237.9M | -$7.0M | 1.8% |
| BlackRock, Inc. | 32,611,726 | +1,570,885 | $2.28B | +$6.5M | 5.1% |
| FIL Ltd | 3,012,486 | +49,134 | $210.7M | -$6.4M | 1.6% |
| Aberdeen Group plc | 877,487 | +111,075 | $61.4M | +$5.6M | 14.5% |
| IFM Investors Pty Ltd | 67,294 | +1,021 | $4.7K | -$4.8M | 1.5% |
| DNB Asset Management AS | 161,695 | +67,355 | $11.3M | +$4.4M | 71.4% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 201,351 | +64,700 | $14.1M | +$4.1M | 47.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 157,946 | +61,396 | $11.0M | +$4.0M | 63.6% |
| MARSHALL WACE, LLP | 99,340 | +55,887 | $6.9M | +$3.8M | 128.6% |
| NATIONAL BANK OF CANADA /FI/ | 183,532 | +59,625 | $12.8M | +$3.8M | 48.1% |
| Verition Fund Management LLC | 338,227 | +62,553 | $23.7M | +$3.5M | 22.7% |
| Man Group plc | 104,613 | +46,690 | $7.3M | +$3.1M | 80.6% |
| Oak Thistle LLC | 52,685 | +43,994 | $3.7M | +$3.0M | 506.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,988,291 | +50,190 | $139.0M | -$2.9M | 2.6% |
| B. Metzler seel. Sohn & Co. AG | 114,254 | +35,294 | $8.0M | +$2.2M | 44.7% |
| Y-Intercept (Hong Kong) Ltd | 111,834 | +35,180 | $7.8M | +$2.2M | 45.9% |
| DIMENSIONAL FUND ADVISORS LP | 1,530,640 | +40,528 | $107.0M | -$2.1M | 2.7% |
| TD Asset Management Inc | 860,663 | +10,550 | $60.2M | -$2.1M | 1.2% |
| Energy Income Partners, LLC | 721,101 | +61,337 | $50.4M | +$2.1M | 9.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 58,233 | +27,829 | $4.1M | +$1.8M | 91.5% |
| Siemens Fonds Invest GmbH | 29,963 | +25,863 | $2.1M | +$1.8M | 630.8% |
| MILLER HOWARD INVESTMENTS INC /NY | 577,414 | +4,173 | $40.4M | -$1.6M | 0.7% |
| Vinva Investment Management Ltd | 35,608 | +22,603 | $2.5M | +$1.6M | 173.8% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 568,905 | +7,434 | $39.8M | -$1.3M | 1.3% |
| Machina Capital S.A.S. | 34,891 | +19,934 | $2.4M | +$1.3M | 133.3% |
| Quantinno Capital Management LP | 265,882 | +29,846 | $18.6M | +$1.3M | 12.6% |
| CIBC Asset Management Inc | 309,860 | +30,911 | $21.7M | +$1.2M | 11.1% |
| Lombard Odier Asset Management (Europe) Ltd | 50,769 | +18,881 | $3.6M | +$1.2M | 59.2% |
| Cetera Investment Advisers | 84,308 | +20,052 | $5.9M | +$1.2M | 31.2% |
| Creative Planning | 79,512 | +19,181 | $5.6M | +$1.1M | 31.8% |
| LPL Financial LLC | 440,626 | +5,098 | $30.8M | -$1.1M | 1.2% |
| Bridgefront Capital, LLC | 25,365 | +15,685 | $1.8M | +$1.1M | 162.0% |
| Zimmer Partners, LP | 742,500 | +48,100 | $51.9M | +$1.1M | 6.9% |
| Bridgewater Associates, LP | 66,089 | +15,538 | $4.6M | +$918.2K | 30.7% |
| Avalon Trust Co | 292,171 | +825 | $20.4M | -$912.5K | 0.3% |
| RAYMOND JAMES FINANCIAL INC | 340,856 | +3,225 | $23.8M | -$898.8K | 0.9% |
| ALLIANCEBERNSTEIN L.P. | 348,248 | +3,599 | $24.4M | -$896.0K | 1.0% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 104,530 | +15,480 | $7.3M | +$786.0K | 17.4% |
| MATHER GROUP, LLC. | 25,509 | +11,649 | $1.8M | +$768.5K | 84.0% |
| PRINCIPAL FINANCIAL GROUP INC | 463,633 | +31,379 | $32.4M | +$754.9K | 7.3% |
| Woodline Partners LP | 51,831 | +12,270 | $3.6M | +$726.3K | 31.0% |
| Wilmington Savings Fund Society, FSB | 15,079 | +10,217 | $1.1M | +$698.3K | 210.1% |
| Pacer Advisors, Inc. | 39,362 | +11,204 | $2.8M | +$689.7K | 39.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 633,917 | +33,340 | $44.6M | +$642.2K | 5.5% |
| CREDIT AGRICOLE S A | 119,350 | +14,060 | $8.3M | +$632.6K | 13.3% |
| Empowered Funds, LLC | 16,491 | +9,319 | $1.2M | +$627.8K | 129.9% |
| AVIVA PLC | 863,085 | +47,730 | $60.4M | +$622.6K | 5.8% |
| ALLSTATE CORP | 20,040 | +9,210 | $1.4M | +$608.0K | 85.0% |
| OSAIC HOLDINGS, INC. | 52,174 | +10,237 | $3.6M | +$600.8K | 24.4% |
| BOOTHBAY FUND MANAGEMENT, LLC | 51,483 | +10,382 | $3.6M | +$589.1K | 25.3% |
| Mirae Asset Global Investments Co., Ltd. | 55,758 | +10,390 | $3.9M | +$575.5K | 22.9% |
| NATIXIS | 26,172 | +8,987 | $1.8M | +$571.2K | 52.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 52,994 | +10,003 | $3.7M | +$556.3K | 23.3% |
| Private Advisor Group, LLC | 51,764 | +9,907 | $3.6M | +$553.5K | 23.7% |
| SEI INVESTMENTS CO | 89,132 | +11,513 | $6.2M | +$547.3K | 14.8% |
| NOMURA HOLDINGS INC | 156,641 | +14,209 | $11.0M | +$519.3K | 10.0% |
| MUFG Securities EMEA plc | 12,476 | +6,747 | $872.4K | +$452.7K | 117.8% |
| Tidal Investments LLC | 142,789 | +925 | $10.0M | -$407.7K | 0.7% |
| FIRST AMERICAN TRUST, FSB | 127,706 | +260 | $8.9M | -$406.2K | 0.2% |
| Chevy Chase Trust Holdings, LLC | 154,289 | +1,524 | $10.8M | -$402.1K | 1.0% |
| NEOS Investment Management LLC | 42,900 | +7,426 | $3.0M | +$401.2K | 20.9% |
| Investment Management Corp of Ontario | 20,264 | +6,254 | $1.4M | +$390.7K | 44.6% |
| Vise Technologies, Inc. | 14,243 | +5,908 | $996.0K | +$385.4K | 70.9% |
| NISA INVESTMENT ADVISORS, LLC | 164,574 | +2,223 | $11.5M | -$385.2K | 1.4% |
| Resona Asset Management Co.,Ltd. | 120,702 | +158 | $8.4M | -$378.7K | 0.1% |
| PRUDENTIAL PLC | 9,471 | +5,558 | $662.3K | +$375.6K | 142.0% |
| HOWE & RUSLING INC | 114,058 | +315 | $8.0M | -$356.7K | 0.3% |
| Voya Investment Management LLC | 76,886 | +8,297 | $5.4M | +$351.8K | 12.1% |
| SIMPLEX TRADING, LLC | 4,876 | +4,291 | $341.0K | +$340.9K | 733.5% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 8,434 | +4,621 | $589.8K | +$310.4K | 121.2% |
| Quarry LP | 5,085 | +4,456 | $355.6K | +$309.5K | 708.4% |
| CAPTRUST FINANCIAL ADVISORS | 56,504 | +6,720 | $4.0M | +$304.2K | 13.5% |
| NewEdge Wealth, LLC | 8,680 | +4,337 | $607.0K | +$291.8K | 99.9% |
| Sage Mountain Advisors LLC | 8,198 | +4,108 | $573.3K | +$273.7K | 100.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38,980 | +5,310 | $2.7M | +$259.9K | 15.8% |
| ALPS ADVISORS INC | 16,407 | +4,207 | $1.1M | +$253.6K | 34.5% |
| MATTERN CAPITAL MANAGEMENT, LLC | 120,708 | +2,126 | $8.4M | -$246.2K | 1.8% |
| Hennion & Walsh Asset Management, Inc. | 41,635 | +5,178 | $2.9M | +$240.7K | 14.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 27,287 | +4,483 | $1.9M | +$237.5K | 19.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 196,580 | +6,000 | $13.7M | -$215.1K | 3.1% |
| AE Wealth Management LLC | 252,774 | +8,609 | $17.7M | -$211.3K | 3.5% |
| MML INVESTORS SERVICES, LLC | 12,069 | +3,390 | $844.0K | +$208.1K | 39.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 24,503 | +3,941 | $1.7M | +$207.1K | 19.2% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 93,478 | +6,970 | $6.5M | +$199.3K | 8.1% |
| Wealthfront Advisers LLC | 173,398 | +5,187 | $12.1M | -$197.4K | 3.1% |
| FIRST AMERICAN BANK | 84,614 | +1,370 | $5.9M | -$181.4K | 1.6% |
| ProShare Advisors LLC | 57,904 | +5,099 | $4.0M | +$180.7K | 9.7% |
| Illinois Municipal Retirement Fund | 47,243 | +4,515 | $3.3M | +$173.4K | 10.6% |
| GUGGENHEIM CAPITAL LLC | 63,187 | +639 | $4.4M | -$163.6K | 1.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,502 | +114 | $3.5M | -$156.5K | 0.2% |
| Retirement Systems of Alabama | 64,740 | +887 | $4.5M | -$150.6K | 1.4% |
| Atria Investments, Inc | 21,689 | +3,005 | $1.5M | +$148.0K | 16.1% |
| Advisors Asset Management, Inc. | 23,926 | +3,008 | $1.7M | +$140.7K | 14.4% |
| Utah Retirement Systems | 49,262 | +329 | $3.4M | -$139.9K | 0.7% |
| Magellan Asset Management Ltd | 252,895 | +13,393 | $17.7M | +$139.0K | 5.6% |
| Wealthspire Advisors, LLC | 2,899 | +1,889 | $202.7K | +$128.8K | 187.0% |
| JMAC ENTERPRISES LLC | 6,800 | +2,000 | $475.5K | +$123.9K | 41.7% |
| Vestmark Advisory Solutions, Inc. | 6,392 | +1,884 | $447.0K | +$116.7K | 41.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 34,965 | +7 | $2.4M | -$115.9K | 0.0% |
| NORDEN GROUP LLC | 5,180 | +1,811 | $362.3K | +$115.5K | 53.8% |
| Hilton Capital Management, LLC | 29,352 | +2,861 | $2.1M | +$111.9K | 10.8% |
| MIZUHO SECURITIES USA LLC | 22,159 | +357 | $1.7M | +$109.1K | 1.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 7,809 | +1,839 | $546.1K | +$108.7K | 30.8% |
| Inspire Investing, LLC | 33,858 | +2,942 | $2.4M | +$102.8K | 9.5% |
| Kestra Advisory Services, LLC | 9,522 | +1,811 | $665.9K | +$101.0K | 23.5% |
| Henrickson Nauta Wealth Advisors, Inc. | 5,047 | +1,539 | $355.2K | +$98.2K | 43.9% |
| Sequoia Financial Advisors, LLC | 13,941 | +1,960 | $974.9K | +$97.2K | 16.4% |
| &PARTNERS | 80,089 | +2,338 | $5.6M | -$95.6K | 3.0% |
| HARBOUR INVESTMENTS, INC. | 2,730 | +1,412 | $190.9K | +$94.4K | 107.1% |
| Steward Partners Investment Advisory, LLC | 28,489 | +12 | $2.0M | -$94.0K | 0.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 32,670 | +229 | $2.3M | -$92.0K | 0.7% |
| Venture Visionary Partners LLC | 27,522 | +1 | $1.9M | -$91.6K | 0.0% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 21,700 | +2,150 | $1.5M | +$85.2K | 11.0% |
| Voleon Capital Management LP | 5,733 | +1,393 | $400.9K | +$83.0K | 32.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 38,685 | +680 | $2.7M | -$79.0K | 1.8% |
| NewEdge Advisors, LLC | 26,154 | +2,245 | $1.8M | +$77.3K | 9.4% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 34,829 | +539 | $2.4M | -$76.5K | 1.6% |
| XPONANCE, INC. | 49,892 | +3,301 | $3.5M | +$75.7K | 7.1% |
| BROWN BROTHERS HARRIMAN & CO | 3,587 | +1,185 | $250.8K | +$74.9K | 49.3% |
| Ethic Inc. | 8,799 | +1,392 | $615.3K | +$72.7K | 18.8% |
| JONES FINANCIAL COMPANIES LLLP | 5,986 | +1,148 | $418.6K | +$71.1K | 23.7% |
| Callan Family Office, LLC | 7,756 | +1,314 | $542.4K | +$70.4K | 20.4% |
| Plante Moran Financial Advisors, LLC | 8,079 | +1,320 | $565.0K | +$69.8K | 19.5% |
| Nicholson Wealth Management Group, LLC | 24,971 | +213 | $1.7M | -$67.5K | 0.9% |
| Baird Financial Group, Inc. | 24,445 | +192 | $1.7M | -$67.3K | 0.8% |
| MACKENZIE FINANCIAL CORP | 33,319 | +2,247 | $2.3M | +$65.4K | 7.2% |
| Farther Finance Advisors, LLC | 4,278 | +1,050 | $299.2K | +$62.7K | 32.5% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 41,640 | +1,065 | $2.9M | -$60.6K | 2.6% |
| Corient Private Wealth LLC | 89,490 | +35,255 | $4.0M | +$59.9K | 65.0% |
| HB Wealth Management, LLC | 28,551 | +496 | $2.0M | -$58.7K | 1.8% |
| Norinchukin Bank, The | 19,923 | +1,665 | $1.4M | +$55.6K | 9.1% |
| FIFTH THIRD BANCORP | 37,768 | +986 | $2.6M | -$53.5K | 2.7% |
| HARTFORD INVESTMENT MANAGEMENT CO | 17,581 | +102 | $1.2M | -$51.1K | 0.6% |
| Cranbrook Wealth Management, LLC | 1,878 | +765 | $131.3K | +$49.8K | 68.7% |
| Smartleaf Asset Management LLC | 12,825 | +1,094 | $903.2K | +$49.5K | 9.3% |
| Portfolio Design Labs, LLC | 24,372 | +494 | $1.7M | -$45.0K | 2.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 16,715 | +35 | $1.2M | -$44.7K | 0.2% |
| Mirador Capital Partners LP | 14,486 | +48 | $1.0M | -$44.7K | 0.3% |
| Chesley Taft & Associates LLC | 12,831 | +1,175 | $897.3K | +$43.4K | 10.1% |
| Czech National Bank | 80,244 | +4,219 | $5.6M | +$41.9K | 5.5% |
| Prestige Wealth Management Group LLC | 728 | +607 | $50.3K | +$41.4K | 501.6% |
| Manchester Capital Management LLC | 1,086 | +582 | $75.9K | +$39.0K | 115.5% |
| Rafferty Asset Management, LLC | 33,513 | +2,000 | $2.3M | +$34.9K | 6.3% |
| CROBAN | 14,832 | +201 | $1.0M | -$34.7K | 1.4% |
| ALTFEST L J & CO INC | 11,363 | +45 | $794.6K | -$34.5K | 0.4% |
| Ransom Advisory, Ltd | 822 | +548 | $53.9K | +$33.9K | 200.0% |
| SIGNATUREFD, LLC | 6,663 | +743 | $466.0K | +$32.3K | 12.6% |
| Merit Financial Group, LLC | 5,479 | +661 | $383.1K | +$30.1K | 13.7% |
| Quent Capital, LLC | 1,859 | +481 | $130.0K | +$29.0K | 34.9% |
| Savant Capital, LLC | 7,689 | +718 | $537.7K | +$27.0K | 10.3% |
| CIM, LLC | 19,561 | +523 | $1.4M | -$26.8K | 2.7% |
| SUMITOMO LIFE INSURANCE CO | 10,374 | +114 | $725.5K | -$26.2K | 1.1% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 939 | +400 | $65.7K | +$26.2K | 74.2% |
| Bleakley Financial Group, LLC | 17,051 | +433 | $1.2M | -$25.1K | 2.6% |
| Clearstead Advisors, LLC | 3,116 | +483 | $217.9K | +$25.1K | 18.3% |
| Wedmont Private Capital | 8,006 | +122 | $556.9K | -$24.6K | 1.5% |
| Vanguard Personalized Indexing Management, LLC | 44,522 | +1,707 | $3.1M | -$24.1K | 4.0% |
| Quest 10 Wealth Builders, Inc. | 467 | +343 | $32.7K | +$23.8K | 276.6% |
| Ancora Advisors LLC | 351 | +341 | $24.5K | +$23.8K | 3410.0% |
| SG Americas Securities, LLC | 335,877 | +310,868 | $23.5K | +$21.7K | 1243.0% |
| Horizon Investments, LLC | 11,570 | +157 | $809.1K | -$20.7K | 1.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9,724 | +185 | $680.0K | -$18.8K | 1.9% |
| DAVENPORT & Co LLC | 4,799 | +466 | $335.6K | +$18.1K | 10.8% |
| MUFG SECURITIES AMERICAS INC. | 8,198 | +126 | $573.3K | -$18.1K | 1.6% |
| Advisory Services Network, LLC | 2,964 | +377 | $207.3K | +$17.8K | 14.6% |
| Salomon & Ludwin, LLC | 281 | +252 | $19.5K | +$17.4K | 869.0% |
| New Age Alpha Advisors, LLC | 344 | +241 | $24.1K | +$16.5K | 234.0% |
| HUNTINGTON NATIONAL BANK | 17,287 | +571 | $1.2M | -$15.7K | 3.4% |
| Caprock Group, LLC | 13,068 | +508 | $913.8K | +$14.9K | 4.0% |
| Stephens Consulting, LLC | 4,130 | +5 | $288.8K | -$13.3K | 0.1% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8,650 | +575 | $604.9K | +$13.3K | 7.1% |
| HighPoint Advisor Group LLC | 5,499 | +71 | $384.5K | -$13.1K | 1.3% |
| Oxler Private Wealth LLC | 4,453 | +24 | $311.4K | -$13.1K | 0.5% |
| Belpointe Asset Management LLC | 5,149 | +74 | $360.1K | -$11.7K | 1.4% |
| Dana Investment Advisors, Inc. | 3,067 | +296 | $214.5K | +$11.5K | 10.7% |
| Sound Income Strategies, LLC | 343 | +157 | $24.6K | +$11.0K | 84.4% |
| Gen-Wealth Partners Inc | 3,162 | +5 | $221.1K | -$10.2K | 0.1% |
| Segment Wealth Management, LLC | 6,553 | +163 | $458.3K | -$9.9K | 2.5% |
| Centennial Wealth Advisory LLC | 9,736 | +310 | $680.8K | -$9.6K | 3.3% |
| Stiles Financial Services Inc | 3,396 | +25 | $237.5K | -$9.5K | 0.7% |
| Physician Wealth Advisors, Inc. | 703 | +161 | $49.2K | +$9.5K | 29.7% |
| First Heartland Consultants, Inc. | 3,307 | +23 | $231.2K | -$9.3K | 0.7% |
| Sowell Financial Services LLC | 4,977 | +110 | $348.1K | -$8.5K | 2.3% |
| Elevated Capital Advisors, LLC | 11,759 | +435 | $822.3K | -$7.3K | 3.8% |
| Parallel Advisors, LLC | 3,677 | +70 | $257.1K | -$7.1K | 1.9% |
| MassMutual Private Wealth & Trust, FSB | 3,834 | +85 | $268.1K | -$6.5K | 2.3% |
| Financial Strategies Group, Inc. | 3,568 | +22 | $251.1K | -$6.0K | 0.6% |
| Pathstone Holdings, LLC | 44,597 | +2,107 | $3.1M | +$5.9K | 5.0% |
| GREENLEAF TRUST | 11,056 | +426 | $773.1K | -$5.6K | 4.0% |
| HighTower Advisors, LLC | 108,629 | +4,863 | $7.6M | -$5.4K | 4.7% |
| CHATHAM CAPITAL GROUP, INC. | 5,032 | +302 | $351.9K | +$5.4K | 6.4% |
| Capital International Investors | 12,951 | +519 | $905.7K | -$5.0K | 4.2% |
| Sigma Planning Corp | 33,421 | +1,585 | $2.3M | +$4.8K | 5.0% |
| CERTUITY, LLC | 2,998 | +193 | $209.7K | +$4.2K | 6.9% |
| Versant Capital Management, Inc | 1,912 | +29 | $133.7K | -$4.2K | 1.5% |
| QUADRANT CAPITAL GROUP LLC | 4,259 | +137 | $297.8K | -$4.1K | 3.3% |
| TD PRIVATE CLIENT WEALTH LLC | 1,257 | +1 | $87.9K | -$4.1K | 0.1% |
| S&T Bank/PA | 66 | +58 | $4.6K | +$4.0K | 725.0% |
| CVA Family Office, LLC | 1,223 | +2 | $85.5K | -$3.9K | 0.2% |
| Foundations Investment Advisors, LLC | 2,865 | +78 | $200.3K | -$3.9K | 2.8% |
| Turning Point Benefit Group, Inc. | 58 | +55 | $4.1K | +$3.8K | 1833.3% |
| SouthState Corp | 102 | +55 | $7.1K | +$3.7K | 117.0% |
| JOHNSON INVESTMENT COUNSEL INC | 3,459 | +206 | $241.9K | +$3.6K | 6.3% |
| JFS WEALTH ADVISORS, LLC | 192 | +55 | $13.4K | +$3.4K | 40.1% |
| Prospera Financial Services Inc | 6,418 | +334 | $449.1K | +$3.3K | 5.5% |
| Crestwood Advisors Group, LLC | 5,189 | +278 | $362.9K | +$3.1K | 5.7% |
| Spire Wealth Management | 1,065 | +8 | $74.5K | -$3.0K | 0.8% |
| ROTHSCHILD INVESTMENT LLC | 1,787 | +119 | $125.0K | +$2.8K | 7.1% |
| SYON CAPITAL LLC | 7,796 | +389 | $545.2K | +$2.5K | 5.3% |
| North Star Investment Management Corp. | 42 | +35 | $2.9K | +$2.4K | 500.0% |
| UMB Bank, n.a. | 917 | +73 | $64.1K | +$2.3K | 8.6% |
| iA Global Asset Management Inc. | 1,323,167 | +30,000 | $92.5K | -$2.2K | 2.3% |
| FLORIDA FINANCIAL ADVISORS, LLC | 3,174 | +149 | $219.8K | -$2.0K | 4.9% |
| QRG CAPITAL MANAGEMENT, INC. | 6,654 | +329 | $465.3K | +$1.9K | 5.2% |
| Vestcor Inc | 38,199 | +24,200 | $2.7K | +$1.6K | 172.9% |
| PRIVATE TRUST CO NA | 1,615 | +53 | $112.9K | -$1.5K | 3.4% |
| MJT & Associates Financial Advisory Group, Inc. | 40 | +20 | $2.8K | +$1.3K | 100.0% |
| Transamerica Financial Advisors, LLC | 67 | +20 | $4.7K | +$1.2K | 42.5% |
| Nemes Rush Group LLC | 244 | +28 | $17.1K | +$1.2K | 13.0% |
| CBIZ Investment Advisory Services, LLC | 83 | +20 | $5.8K | +$1.2K | 31.7% |
| ACADIAN ASSET MANAGEMENT LLC | 17,598 | +16,047 | $1.2K | +$1.1K | 1034.6% |
| Root Financial Partners, LLC | 358 | +31 | $25.1K | +$1.1K | 9.5% |
| Fulton Bank, N.A. | 5,481 | +263 | $383.3K | +$1.0K | 5.0% |
| NATIXIS ADVISORS, LLC | 185,875 | +21,852 | $13.0K | +$983 | 13.3% |
| CYBER HORNET ETFs LLC | 849 | +50 | $59.4K | +$836 | 6.3% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 14,846 | +684 | $1.0M | +$673 | 4.8% |
| ROSS\JOHNSON & Associates LLC | 14 | +9 | $979 | +$613 | 180.0% |
| Bay Harbor Wealth Management, LLC | 26 | +9 | $1.8K | +$573 | 52.9% |
| City State Bank | 76 | +11 | $5.3K | +$553 | 16.9% |
| Westside Investment Management, Inc. | 256 | +14 | $18.0K | +$507 | 5.8% |
| First Pacific Financial | 167 | +1 | $11.7K | -$470 | 0.6% |
| WEDBUSH SECURITIES INC | 19,185 | +4,977 | $1.3K | +$301 | 35.0% |
| SJS Investment Consulting Inc. | 350 | +20 | $24.5K | +$300 | 6.1% |
| Davis Capital Management | 7 | +4 | $490 | +$270 | 133.3% |
| Mn Services Vermogensbeheer B.V. | 113,530 | +1,661 | $7.9K | -$257 | 1.5% |
| VAN ECK ASSOCIATES CORP | 121,102 | +8,999 | $8.5K | +$256 | 8.0% |
| CALDWELL SUTTER CAPITAL, INC. | 950 | +40 | $66.4K | -$233 | 4.4% |
| TD Waterhouse Canada Inc. | 1,109 | +34 | $77.6K | -$214 | 3.2% |
| Financial Management Professionals, Inc. | 13 | +3 | $909 | +$176 | 30.0% |
| Dunhill Financial, LLC | 27 | +3 | $1.9K | +$156 | 12.5% |
| Howard Hughes Medical Institute | 65 | +1 | $4.5K | -$144 | 1.6% |
| CANADA LIFE ASSURANCE Co | 185,184 | +5,398 | $13.0K | -$130 | 3.0% |
| Seneschal Advisors, LLC | 6 | +2 | $420 | +$126 | 50.0% |
| CWM, LLC | 16,217 | +2,370 | $1.1K | +$120 | 17.1% |
| CX Institutional | 4,425 | +1,430 | $309 | +$90 | 47.7% |
| CENTRAL TRUST Co | 44 | +1 | $3.1K | -$79 | 2.3% |
| Bare Financial Services, Inc | 48 | +3 | $3.4K | +$60 | 6.7% |
| Retirement Wealth Solutions LLC | 6 | +1 | $420 | +$53 | 20.0% |
| Covestor Ltd | 1,130 | +706 | $79 | +$48 | 166.5% |
| Thrivent Financial for Lutherans | 12,095 | +11 | $846 | -$39 | 0.1% |
| HANTZ FINANCIAL SERVICES, INC. | 9,467 | +143 | $662 | -$21 | 1.5% |
| Centerpoint Advisors, LLC | 203 | +173 | $14 | +$12 | 576.7% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,972 | +135 | $207.8K | -$9 | 4.8% |
| Harel Insurance Investments & Financial Services Ltd. | 332 | +21 | $23 | $0 | 6.8% |
| Avion Wealth | 99 | +13 | $6 | $0 | 15.1% |