13F QoQ Ownership Changes
CPAY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 107 new · 227 added · 327 reduced · 118 exited
New Positions(107)
Added To(227)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 4,987,968 | +859,854 | $1.50B | +$311.9M | 20.8% |
| FMR LLC | 2,059,896 | +838,040 | $619.9M | +$267.9M | 68.6% |
| JPMORGAN CHASE & CO | 4,734,927 | +307,355 | $1.42B | +$149.5M | 6.9% |
| CITADEL ADVISORS LLC | 1,032,144 | +422,203 | $310.6M | +$134.9M | 69.2% |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 830,000 | +405,000 | $249.8M | +$127.3M | 95.3% |
| BlackRock, Inc. | 6,438,096 | +129,369 | $1.94B | +$120.1M | 2.0% |
| AQR CAPITAL MANAGEMENT LLC | 330,549 | +223,891 | $99.5M | +$68.7M | 209.9% |
| NORGES BANK | 884,558 | +210,475 | $266.2M | +$55.4M | 31.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,905,526 | +19,281 | $571.3M | +$30.1M | 1.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 139,988 | +96,572 | $42.1M | +$29.6M | 222.4% |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 441,820 | +72,520 | $133.0M | +$26.6M | 19.6% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 116,949 | +84,286 | $35.2M | +$25.8M | 258.0% |
| Invesco Ltd. | 1,751,048 | +8,783 | $526.9M | +$25.1M | 0.5% |
| Allianz Asset Management GmbH | 637,446 | +52,816 | $191.8M | +$23.4M | 9.0% |
| BARCLAYS PLC | 268,847 | +26,963 | $89.2M | +$19.5M | 11.1% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 699,476 | +31,486 | $210.5M | +$18.1M | 4.7% |
| Generate Investment Management Ltd | 120,000 | +45,000 | $36.1M | +$14.5M | 60.0% |
| Vantage Investment Partners, LLC | 166,994 | +36,225 | $50.3M | +$12.6M | 27.7% |
| Amundi | 226,659 | +24,112 | $68.2M | +$9.7M | 11.9% |
| Schonfeld Strategic Advisors LLC | 32,401 | +29,930 | $9.8M | +$9.0M | 1211.3% |
| VICTORY CAPITAL MANAGEMENT INC | 133,871 | +24,271 | $40.3M | +$8.7M | 22.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 451,219 | +9,319 | $135.8M | +$8.5M | 2.1% |
| Philosophy Capital Management LLC | 110,708 | +22,495 | $33.3M | +$7.9M | 25.5% |
| Petrus Trust Company, LTA | 237,197 | +16,738 | $71.4M | +$7.9M | 7.6% |
| Quantinno Capital Management LP | 47,739 | +21,089 | $14.4M | +$6.7M | 79.1% |
| Legal & General Group Plc | 368,181 | +5,710 | $110.8M | +$6.4M | 1.6% |
| BANK OF AMERICA CORP /DE/ | 361,971 | +1,772 | $108.9M | +$5.2M | 0.5% |
| PEAK6 LLC | 21,503 | +17,501 | $6.5M | +$5.1M | 437.3% |
| Heron Bay Capital Management | 35,712 | +15,749 | $10.7M | +$5.0M | 78.9% |
| NATIXIS | 17,845 | +16,067 | $5.4M | +$4.9M | 903.6% |
| State of Tennessee, Department of Treasury | 31,885 | +12,999 | $10.0M | +$4.6M | 68.8% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 45,554 | +13,749 | $13.7M | +$4.5M | 43.2% |
| STIFEL FINANCIAL CORP | 24,704 | +14,678 | $7.4M | +$4.5M | 146.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 147,471 | +8,613 | $44.3M | +$4.3M | 6.2% |
| AMERICAN CENTURY COMPANIES INC | 320,225 | +374 | $96.4M | +$4.2M | 0.1% |
| Russell Investments Group, Ltd. | 110,959 | +8,849 | $33.4M | +$4.0M | 8.7% |
| ANCHOR CAPITAL ADVISORS LLC | 124,731 | +8,094 | $37.5M | +$3.9M | 6.9% |
| IFM Investors Pty Ltd | 13,480 | +202 | $4.1K | -$3.9M | 1.5% |
| Sellaronda Global Management LP | 63,000 | +10,500 | $19.0M | +$3.8M | 20.0% |
| Gotham Asset Management, LLC | 59,602 | +10,522 | $17.9M | +$3.8M | 21.4% |
| Creative Planning | 22,318 | +11,445 | $6.7M | +$3.6M | 105.3% |
| Moran Wealth Management, LLC | 21,283 | +11,428 | $6.4M | +$3.6M | 116.0% |
| Cerity Partners LLC | 41,062 | +10,441 | $12.4M | +$3.5M | 34.1% |
| SPX Gestao de Recursos Ltda | 29,260 | +9,300 | $8.8M | +$3.1M | 46.6% |
| NATIONAL BANK OF CANADA /FI/ | 33,294 | +8,868 | $10.0M | +$3.0M | 36.3% |
| TORONTO DOMINION BANK | 40,321 | +7,488 | $12.1M | +$2.7M | 22.8% |
| Pictet Asset Management Holding SA | 36,382 | +7,642 | $10.9M | +$2.7M | 26.6% |
| Taikang Asset Management (Hong Kong) Co Ltd | 39,021 | +6,042 | $11.7M | +$2.2M | 18.3% |
| BANK OF MONTREAL /CAN/ | 65,897 | +4,746 | $19.8M | +$2.2M | 7.8% |
| California Public Employees Retirement System | 130,334 | +1,609 | $39.2M | +$2.1M | 1.2% |
| CIBC Asset Management Inc | 16,512 | +6,601 | $5.0M | +$2.1M | 66.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 14,918 | +5,630 | $4.5M | +$1.8M | 60.6% |
| Mariner, LLC | 13,903 | +5,430 | $4.2M | +$1.7M | 64.1% |
| Suncoast Equity Management | 10,800 | +5,215 | $3.3M | +$1.6M | 93.4% |
| AVIVA PLC | 50,834 | +2,942 | $15.3M | +$1.5M | 6.1% |
| Regal Investment Advisors LLC | 13,742 | +4,281 | $4.1M | +$1.4M | 45.2% |
| MERIDIAN MANAGEMENT CO | 22,095 | +3,287 | $6.6M | +$1.2M | 17.5% |
| PRINCIPAL FINANCIAL GROUP INC | 78,651 | +681 | $23.7M | +$1.2M | 0.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,475 | +3,331 | $2.1M | +$1.1M | 105.9% |
| CAPTRUST FINANCIAL ADVISORS | 9,657 | +3,004 | $2.9M | +$989.6K | 45.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 10,661 | +2,770 | $3.2M | +$935.1K | 35.1% |
| NISA INVESTMENT ADVISORS, LLC | 6,455 | +2,913 | $1.9M | +$922.2K | 82.2% |
| Korea Investment CORP | 57,243 | +623 | $17.2M | +$916.2K | 1.1% |
| Woodline Partners LP | 11,883 | +2,551 | $3.6M | +$887.8K | 27.3% |
| Focus Partners Wealth | 3,706 | +2,302 | $1.1M | +$838.1K | 164.0% |
| Waverly Advisors, LLC | 35,180 | +1,257 | $10.6M | +$814.9K | 3.7% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 43,422 | +865 | $13.1M | +$808.0K | 2.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 11,865 | +2,240 | $3.6M | +$798.0K | 23.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 23,317 | +1,702 | $7.0M | +$790.4K | 7.9% |
| Global X Japan Co., Ltd. | 3,313 | +2,574 | $997.0K | +$784.1K | 348.3% |
| Sequoia Financial Advisors, LLC | 4,002 | +2,507 | $1.2M | +$773.7K | 167.7% |
| D.A. DAVIDSON & CO. | 24,990 | +1,541 | $7.5M | +$765.5K | 6.6% |
| Mirae Asset Global Investments Co., Ltd. | 11,587 | +2,054 | $3.5M | +$740.8K | 21.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 16,055 | +1,800 | $4.8M | +$725.1K | 12.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 22,470 | +1,410 | $6.8M | +$717.7K | 6.7% |
| INVESTMENT HOUSE LLC | 13,325 | +1,625 | $4.0M | +$639.6K | 13.9% |
| ALLSTATE CORP | 4,328 | +1,985 | $1.3M | +$627.5K | 84.7% |
| &PARTNERS | 3,058 | +1,990 | $920.6K | +$625.6K | 186.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,902 | +1,766 | $2.1M | +$597.3K | 34.4% |
| Vanguard Personalized Indexing Management, LLC | 8,182 | +1,672 | $2.5M | +$586.9K | 25.7% |
| GHP Investment Advisors, Inc. | 12,990 | +1,401 | $3.9M | +$570.9K | 12.1% |
| M&T Bank Corp | 22,814 | +869 | $6.9M | +$543.9K | 4.0% |
| AlphaQuest LLC | 1,818 | +1,602 | $547.1K | +$484.9K | 741.7% |
| QUADRANT CAPITAL GROUP LLC | 3,439 | +1,523 | $1.0M | +$483.0K | 79.5% |
| XPONANCE, INC. | 17,191 | +887 | $5.2M | +$476.8K | 5.4% |
| MUFG Securities EMEA plc | 2,868 | +1,516 | $863.1K | +$473.6K | 112.1% |
| Callan Family Office, LLC | 2,411 | +1,532 | $725.5K | +$472.3K | 174.3% |
| Tower Research Capital LLC (TRC) | 2,651 | +1,498 | $797.8K | +$465.6K | 129.9% |
| Investment Management Corp of Ontario | 4,549 | +1,363 | $1.4M | +$451.2K | 42.8% |
| Gibraltar Capital Management, Inc. | 21,331 | +604 | $6.4M | +$448.5K | 2.9% |
| IFG Advisory, LLC | 17,200 | +761 | $5.2M | +$440.6K | 4.6% |
| MML INVESTORS SERVICES, LLC | 6,231 | +1,204 | $1.9M | +$427.0K | 23.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,320 | +244 | $397.4K | +$397.0K | 22.7% |
| Verition Fund Management LLC | 7,074 | +1,058 | $2.1M | +$395.8K | 17.6% |
| Czech National Bank | 18,447 | +512 | $5.6M | +$384.9K | 2.9% |
| Kendall Capital Management | 4,560 | +1,124 | $1.4M | +$382.5K | 32.7% |
| INCEPTIONR LLC | 4,832 | +1,044 | $1.5M | +$362.9K | 27.6% |
| MARTIN & CO INC /TN/ | 17,895 | +444 | $5.4M | +$358.1K | 2.5% |
| BANK OF NOVA SCOTIA | 8,149 | +866 | $2.5M | +$354.3K | 11.9% |
| ProShare Advisors LLC | 14,879 | +504 | $4.5M | +$336.7K | 3.5% |
| Aviance Capital Partners, LLC | 14,741 | +431 | $4.4M | +$313.9K | 3.0% |
| Wealthfront Advisers LLC | 3,792 | +900 | $1.1M | +$308.1K | 31.1% |
| Lansforsakringar Fondforvaltning AB (publ) | 20,155 | +139 | $6.1M | +$299.4K | 0.7% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 8,004 | +625 | $2.4M | +$283.0K | 8.5% |
| Procyon Advisors, LLC | 3,571 | +804 | $1.1M | +$277.6K | 29.1% |
| BROWN BROTHERS HARRIMAN & CO | 9,608 | +480 | $2.9M | +$261.9K | 5.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 852 | +823 | $256.4K | +$248.0K | 2837.9% |
| USS Investment Management Ltd | 12,540 | +192 | $3.8M | +$217.6K | 1.6% |
| BROWN ADVISORY INC | 2,303 | +637 | $692.9K | +$212.9K | 38.2% |
| Vontobel Holding Ltd. | 1,717 | +653 | $516.7K | +$210.2K | 61.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,411 | +650 | $424.6K | +$205.4K | 85.4% |
| Apollon Wealth Management, LLC | 1,379 | +651 | $415.0K | +$205.3K | 89.4% |
| Pathstone Holdings, LLC | 6,107 | +431 | $1.8M | +$202.8K | 7.6% |
| DRW Securities, LLC | 1,492 | +633 | $449.0K | +$202.6K | 73.7% |
| State of Wyoming | 2,057 | +611 | $619.0K | +$202.5K | 42.3% |
| DNB Asset Management AS | 13,238 | +82 | $4.0M | +$194.0K | 0.6% |
| Sapience Investments, LLC | 2,052 | +550 | $617.5K | +$184.8K | 36.6% |
| Empowered Funds, LLC | 2,275 | +535 | $684.6K | +$183.4K | 30.7% |
| NEOS Investment Management LLC | 2,269 | +488 | $682.8K | +$169.8K | 27.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,153 | +463 | $647.9K | +$161.1K | 27.4% |
| NewEdge Advisors, LLC | 1,997 | +461 | $601.0K | +$158.5K | 30.0% |
| Chicago Partners Investment Group LLC | 1,220 | +397 | $391.0K | +$156.0K | 48.2% |
| TEMA ETFS LLC | 1,275 | +473 | $383.7K | +$152.7K | 59.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 8,594 | +141 | $2.6M | +$151.2K | 1.7% |
| SYON CAPITAL LLC | 1,289 | +427 | $387.9K | +$139.6K | 49.5% |
| MARATHON CAPITAL MANAGEMENT | 1,137 | +430 | $342.2K | +$138.5K | 60.8% |
| Aurora Investment Counsel | 6,054 | +196 | $1.8M | +$134.4K | 3.3% |
| MACKENZIE FINANCIAL CORP | 7,311 | +46 | $2.2M | +$133.4K | 0.6% |
| Inspire Advisors, LLC | 2,109 | +363 | $634.9K | +$131.9K | 20.8% |
| Norinchukin Bank, The | 4,199 | +253 | $1.3M | +$126.9K | 6.4% |
| Canada Post Corp Registered Pension Plan | 1,740 | +370 | $523.6K | +$118.3K | 27.0% |
| Sterling Capital Management LLC | 486 | +383 | $146.3K | +$116.6K | 371.8% |
| Advisory Alpha, LLC | 2,805 | +249 | $844.1K | +$110.6K | 9.7% |
| BRIDGES INVESTMENT MANAGEMENT INC | 1,082 | +294 | $325.6K | +$98.6K | 37.3% |
| Wedmont Private Capital | 1,179 | +196 | $378.0K | +$93.9K | 19.9% |
| Horizon Investments, LLC | 2,829 | +199 | $851.3K | +$93.7K | 7.6% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 3,164 | +179 | $952.1K | +$92.3K | 6.0% |
| FIFTH THIRD BANCORP | 2,848 | +170 | $857.0K | +$85.6K | 6.3% |
| ASSETMARK, INC | 601 | +261 | $180.9K | +$82.9K | 76.8% |
| EverSource Wealth Advisors, LLC | 1,362 | +223 | $409.7K | +$81.8K | 19.6% |
| Parkside Financial Bank & Trust | 356 | +243 | $107.1K | +$74.6K | 215.0% |
| GTS SECURITIES LLC | 1,020 | +209 | $306.9K | +$73.3K | 25.8% |
| NBC SECURITIES, INC. | 3,363 | +79 | $1.0M | +$66.0K | 2.4% |
| NOMURA HOLDINGS INC | 1,935 | +122 | $582.3K | +$60.0K | 6.7% |
| Advisors Asset Management, Inc. | 447 | +164 | $134.5K | +$53.0K | 58.0% |
| Farther Finance Advisors, LLC | 555 | +150 | $167.0K | +$50.4K | 37.0% |
| Larson Financial Group LLC | 217 | +164 | $65.3K | +$50.0K | 309.4% |
| Global Retirement Partners, LLC | 300 | +158 | $90.3K | +$49.4K | 111.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 916 | +128 | $275.8K | +$48.8K | 16.2% |
| GREENLEAF TRUST | 1,462 | +102 | $440.0K | +$48.2K | 7.5% |
| SIGNATUREFD, LLC | 418 | +136 | $125.8K | +$44.6K | 48.2% |
| Clearstead Advisors, LLC | 187 | +135 | $56.3K | +$41.3K | 259.6% |
| Lido Advisors, LLC | 1,299 | +131 | $376.3K | +$39.6K | 11.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | 795 | +97 | $239.2K | +$38.2K | 13.9% |
| Parallel Advisors, LLC | 437 | +108 | $131.7K | +$36.7K | 32.8% |
| HB Wealth Management, LLC | 1,741 | +33 | $524.0K | +$31.7K | 1.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 945 | +62 | $284.4K | +$30.0K | 7.0% |
| ROTHSCHILD INVESTMENT LLC | 145 | +97 | $43.7K | +$29.9K | 202.1% |
| MAI Capital Management | 1,028 | +49 | $309.4K | +$27.3K | 5.0% |
| HUNTINGTON NATIONAL BANK | 387 | +76 | $116.5K | +$26.9K | 24.4% |
| Blueshift Asset Management, LLC | 1,056 | +41 | $317.8K | +$25.4K | 4.0% |
| Optimize Financial Inc | 1,446 | +20 | $435.1K | +$24.4K | 1.4% |
| Prestige Wealth Management Group LLC | 86 | +72 | $27.0K | +$23.0K | 514.3% |
| Atlantic Union Bankshares Corp | 1,033 | +33 | $310.9K | +$22.8K | 3.3% |
| Envestnet Portfolio Solutions, Inc. | 1,340 | +16 | $403.2K | +$21.9K | 1.2% |
| CHOREO, LLC | 961 | +14 | $293.2K | +$20.3K | 1.5% |
| Smartleaf Asset Management LLC | 546 | +51 | $166.6K | +$20.1K | 10.3% |
| Ballentine Partners, LLC | 993 | +24 | $298.8K | +$19.7K | 2.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 125 | +55 | $37.6K | +$17.5K | 78.6% |
| OneDigital Investment Advisors LLC | 1,061 | +5 | $319.3K | +$15.1K | 0.5% |
| Physician Wealth Advisors, Inc. | 54 | +49 | $16.3K | +$14.8K | 980.0% |
| HARBOUR INVESTMENTS, INC. | 149 | +39 | $44.8K | +$13.2K | 35.5% |
| ORG Partners LLC | 48 | +32 | $14.4K | +$9.8K | 200.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | +32 | $10.5K | +$9.7K | 1066.7% |
| CVA Family Office, LLC | 122 | +28 | $36.7K | +$9.6K | 29.8% |
| Bell Investment Advisors, Inc | 41 | +30 | $12.3K | +$9.2K | 272.7% |
| UMB Bank, n.a. | 96 | +23 | $28.9K | +$7.9K | 31.5% |
| JFS WEALTH ADVISORS, LLC | 69 | +23 | $20.8K | +$7.5K | 50.0% |
| THOMPSON SIEGEL & WALMSLEY LLC | 199,909 | +12,718 | $60.2K | +$6.2K | 6.8% |
| True Wealth Design, LLC | 23 | +20 | $6.9K | +$6.1K | 666.7% |
| JONES FINANCIAL COMPANIES LLLP | 421 | +12 | $126.7K | +$5.4K | 2.9% |
| HRT FINANCIAL LP | 22,277 | +17,224 | $6.7K | +$5.2K | 340.9% |
| Cornerstone Planning Group LLC | 50 | +8 | $15.9K | +$5.2K | 19.0% |
| Versant Capital Management, Inc | 83 | +14 | $25.0K | +$5.1K | 20.3% |
| CYBER HORNET ETFs LLC | 207 | +8 | $62.3K | +$5.0K | 4.0% |
| SG Americas Securities, LLC | 24,276 | +15,834 | $7.3K | +$4.9K | 187.6% |
| Sachetta, LLC | 17 | +14 | $5.1K | +$4.3K | 466.7% |
| Root Financial Partners, LLC | 147 | +8 | $44.2K | +$4.2K | 5.8% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 13 | +12 | $3.9K | +$3.6K | 1200.0% |
| Manchester Capital Management LLC | 254 | +1 | $76.4K | +$3.6K | 0.4% |
| Cromwell Holdings LLC | 222 | +2 | $66.8K | +$3.4K | 0.9% |
| Handelsbanken Fonder AB | 25,108 | +10,471 | $7.6K | +$3.3K | 71.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 21 | +10 | $6.3K | +$3.2K | 90.9% |
| CoreCap Advisors, LLC | 12 | +8 | $3.6K | +$2.5K | 200.0% |
| Pinnacle Bancorp, Inc. | 70 | +4 | $21.1K | +$2.1K | 6.1% |
| Transamerica Financial Advisors, LLC | 13 | +6 | $3.9K | +$1.9K | 85.7% |
| Ransom Advisory, Ltd | 9 | +6 | $2.8K | +$1.9K | 200.0% |
| AdvisorNet Financial, Inc | 10 | +6 | $3.0K | +$1.9K | 150.0% |
| Spire Wealth Management | 85 | +2 | $25.6K | +$1.7K | 2.4% |
| PRIVATE TRUST CO NA | 17 | +5 | $5.1K | +$1.7K | 41.7% |
| Bay Harbor Wealth Management, LLC | 10 | +5 | $3.0K | +$1.6K | 100.0% |
| Rialto Wealth Management, LLC | 10 | +5 | $3.0K | +$1.6K | 100.0% |
| Quent Capital, LLC | 49 | +3 | $14.7K | +$1.5K | 6.5% |
| SJS Investment Consulting Inc. | 56 | +2 | $16.9K | +$1.3K | 3.7% |
| CWM, LLC | 5,417 | +3,499 | $1.6K | +$1.1K | 182.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,539 | +3,263 | $2.6K | +$1.1K | 61.8% |
| MEEDER ASSET MANAGEMENT INC | 30 | +1 | $9.0K | +$674 | 3.4% |
| WINNOW WEALTH LLC | 8 | +2 | $2.4K | +$674 | 33.3% |
| NVWM, LLC | 4 | +2 | $1.2K | +$628 | 100.0% |
| Quaker Wealth Management, LLC | 3 | +2 | $903 | +$614 | 200.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 39,745 | +10 | $12.0K | +$515 | 0.0% |
| Mn Services Vermogensbeheer B.V. | 25,312 | +412 | $7.6K | +$444 | 1.6% |
| BESSEMER GROUP INC | 5,460 | +1,269 | $1.6K | +$437 | 30.3% |
| ELEVATION WEALTH PARTNERS, LLC | 10 | +1 | $3.0K | +$417 | 11.1% |
| Janney Montgomery Scott LLC | 6,218 | +873 | $1.9K | +$331 | 16.3% |
| WestEnd Advisors, LLC | 3 | +1 | $903 | +$327 | 50.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 3,946 | +931 | $1.2K | +$318 | 30.9% |
| Daiwa Securities Group Inc. | 11,035 | +191 | $3.3K | +$197 | 1.8% |
| CX Institutional | 834 | +361 | $251 | +$115 | 76.3% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 2,765 | +262 | $832 | +$111 | 10.5% |
| HAZLETT, BURT & WATSON, INC. | 325 | +125 | $98 | +$40 | 62.5% |
| South Dakota Investment Council | 1,557 | +50 | $469 | +$35 | 3.3% |
| GW&K Investment Management, LLC | 810 | +54 | $244 | +$26 | 7.1% |
| Covestor Ltd | 252 | +27 | $76 | +$11 | 12.0% |
| Avion Wealth | 21 | +9 | $6 | +$3 | 75.0% |
| VALLEY NATIONAL ADVISERS INC | 17 | +1 | $5 | +$1 | 6.3% |
| Capital Advisors, Ltd. LLC | 19 | +2 | $6 | +$1 | 11.8% |