13F QoQ Ownership Changes
DBRG-PJ Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 98 new · 98 added · 140 reduced · 59 exited
New Positions(98)
Added To(98)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 17,351,817 | +116,360 | $266.2M | +$64.5M | 0.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,719,179 | +3,147,487 | $72.4M | +$54.0M | 200.3% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 4,571,797 | +794,434 | $70.1M | +$25.9M | 21.0% |
| Balyasny Asset Management L.P. | 3,670,404 | +707,001 | $56.3M | +$21.6M | 23.9% |
| CITADEL ADVISORS LLC | 2,431,136 | +993,720 | $37.3M | +$20.5M | 69.1% |
| LMR Partners LLP | 1,543,700 | +1,020,898 | $23.7M | +$17.6M | 195.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,082,778 | +104,773 | $62.6M | +$16.1M | 2.6% |
| PEAK6 LLC | 1,064,289 | +953,074 | $16.3M | +$15.0M | 857.0% |
| DIMENSIONAL FUND ADVISORS LP | 3,312,381 | +113,997 | $50.8M | +$13.4M | 3.6% |
| JPMORGAN CHASE & CO | 1,199,140 | +701,390 | $18.4M | +$12.6M | 140.9% |
| GOLDMAN SACHS GROUP INC | 1,702,339 | +511,103 | $26.1M | +$12.2M | 42.9% |
| J. Goldman & Co LP | 1,077,015 | +660,832 | $16.5M | +$11.7M | 158.8% |
| Northern Right Capital Management, L.P. | 1,756,872 | +373,149 | $27.0M | +$10.8M | 27.0% |
| ALLIANCEBERNSTEIN L.P. | 821,220 | +638,671 | $12.6M | +$10.5M | 349.9% |
| SEGALL BRYANT & HAMILL, LLC | 2,742,104 | +17,259 | $42.1M | +$10.2M | 0.6% |
| JANE STREET GROUP, LLC | 931,684 | +510,193 | $14.3M | +$9.4M | 121.0% |
| UBS Group AG | 1,251,439 | +378,450 | $19.2M | +$9.0M | 43.4% |
| Qube Research & Technologies Ltd | 1,191,431 | +325,911 | $18.3M | +$8.1M | 37.6% |
| Verition Fund Management LLC | 554,331 | +466,832 | $8.5M | +$7.5M | 533.5% |
| BANK OF AMERICA CORP /DE/ | 1,990,303 | +13,091 | $30.5M | +$7.4M | 0.7% |
| GABELLI FUNDS LLC | 427,550 | +305,050 | $6.6M | +$5.1M | 249.0% |
| SEI INVESTMENTS CO | 413,971 | +180,681 | $6.4M | +$3.6M | 77.4% |
| Caption Management, LLC | 233,142 | +222,782 | $3.6M | +$3.5M | 2150.4% |
| Bank of New York Mellon Corp | 859,628 | +24,276 | $13.2M | +$3.4M | 2.9% |
| WELLS FARGO & COMPANY/MN | 552,906 | +87,264 | $8.5M | +$3.0M | 18.7% |
| ExodusPoint Capital Management, LP | 365,432 | +139,993 | $5.6M | +$3.0M | 62.1% |
| RAYMOND JAMES FINANCIAL INC | 530,460 | +73,990 | $8.1M | +$2.8M | 16.2% |
| Walleye Trading LLC | 601,284 | +51,839 | $9.2M | +$2.8M | 9.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 355,040 | +116,608 | $5.4M | +$2.7M | 48.9% |
| Rockefeller Capital Management L.P. | 438,598 | +83,786 | $6.7M | +$2.6M | 23.6% |
| Quinn Opportunity Partners LLC | 244,907 | +135,741 | $3.8M | +$2.5M | 124.3% |
| AQR CAPITAL MANAGEMENT LLC | 429,029 | +72,370 | $6.6M | +$2.4M | 20.3% |
| CenterBook Partners LP | 183,428 | +134,745 | $2.8M | +$2.2M | 276.8% |
| TCTC Holdings, LLC | 247,442 | +69,652 | $3.8M | +$1.7M | 39.2% |
| Homestead Advisers Corp | 336,600 | +38,900 | $5.2M | +$1.7M | 13.1% |
| Tidal Investments LLC | 211,756 | +65,182 | $3.2M | +$1.5M | 44.5% |
| AMERICAN CENTURY COMPANIES INC | 265,497 | +48,265 | $4.1M | +$1.5M | 22.2% |
| Swiss National Bank | 359,025 | +17,500 | $5.5M | +$1.5M | 5.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 257,300 | +47,100 | $3.9M | +$1.5M | 22.4% |
| IRIDIAN ASSET MANAGEMENT LLC/CT | 399,771 | +378 | $6.1M | +$1.5M | 0.1% |
| D. E. Shaw & Co., Inc. | 280,941 | +31,699 | $4.3M | +$1.4M | 12.7% |
| PRUDENTIAL FINANCIAL INC | 104,875 | +82,177 | $1.6M | +$1.3M | 362.0% |
| Foresight Group Ltd Liability Partnership | 121,406 | +65,054 | $1.9M | +$1.2M | 115.4% |
| NATIONAL BANK OF CANADA /FI/ | 246,611 | +1,376 | $3.8M | +$908.1K | 0.6% |
| Hilton Capital Management, LLC | 190,354 | +18,214 | $2.9M | +$906.0K | 10.6% |
| XTX Topco Ltd | 68,346 | +50,443 | $1.0M | +$839.0K | 281.8% |
| Legal & General Group Plc | 211,814 | +2,026 | $3.2M | +$794.7K | 1.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 171,835 | +11,401 | $2.6M | +$758.9K | 7.1% |
| CITIGROUP INC | 95,766 | +31,899 | $1.5M | +$721.8K | 49.9% |
| MOODY NATIONAL BANK TRUST DIVISION | 132,362 | +13,109 | $2.0M | +$635.2K | 11.0% |
| DEUTSCHE BANK AG\ | 135,625 | +5,231 | $2.1M | +$554.9K | 4.0% |
| Quantinno Capital Management LP | 75,798 | +23,114 | $1.2M | +$546.3K | 43.9% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 65,000 | +25,000 | $997.1K | +$529.1K | 62.5% |
| IEQ CAPITAL, LLC | 55,867 | +25,893 | $857.0K | +$506.3K | 86.4% |
| AlphaQuest LLC | 45,200 | +24,019 | $693.4K | +$445.6K | 113.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,745 | +14,490 | $1.0M | +$408.8K | 28.3% |
| PenderFund Capital Management Ltd. | 27,900 | +24,970 | $428.0K | +$393.7K | 852.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 82,425 | +2,787 | $1.3M | +$332.6K | 3.5% |
| LPL Financial LLC | 61,052 | +8,523 | $936.5K | +$322.0K | 16.2% |
| Holocene Advisors, LP | 65,814 | +3,037 | $1.0M | +$275.1K | 4.8% |
| Pathstone Holdings, LLC | 25,276 | +11,972 | $387.9K | +$232.1K | 90.0% |
| Cerity Partners LLC | 53,055 | +1,274 | $813.9K | +$208.0K | 2.5% |
| one8zero8, LLC | 23,300 | +7,500 | $357.4K | +$172.6K | 47.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38,234 | +2,844 | $587.3K | +$171.1K | 8.0% |
| CHOREO, LLC | 34,157 | +3,024 | $521.9K | +$157.3K | 9.7% |
| Pictet Asset Management Holding SA | 29,839 | +4,059 | $457.7K | +$156.1K | 15.7% |
| ProShare Advisors LLC | 32,322 | +3,011 | $495.8K | +$152.9K | 10.3% |
| Cetera Investment Advisers | 28,921 | +1,214 | $443.6K | +$119.5K | 4.4% |
| Corient Private Wealth LLC | 17,517 | +4,018 | $268.1K | +$110.1K | 29.8% |
| Atria Investments, Inc | 21,273 | +2,113 | $326.3K | +$102.2K | 11.0% |
| Gallagher Fiduciary Advisors, LLC | 21,313 | +1,890 | $326.9K | +$99.7K | 9.7% |
| US BANCORP \DE\ | 6,587 | +6,121 | $101.0K | +$95.6K | 1313.5% |
| Mariner, LLC | 14,431 | +2,679 | $221.3K | +$83.8K | 22.8% |
| VICTORY CAPITAL MANAGEMENT INC | 20,776 | +67 | $318.7K | +$76.4K | 0.3% |
| BFSG, LLC | 16,621 | +100 | $255.0K | +$61.7K | 0.6% |
| XPONANCE, INC. | 13,892 | +450 | $213.1K | +$55.8K | 3.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,721 | +440 | $210.5K | +$55.1K | 3.3% |
| Tower Research Capital LLC (TRC) | 9,780 | +32 | $150.0K | +$36.0K | 0.3% |
| Quarry LP | 2,053 | +1,922 | $31.5K | +$30.0K | 1467.2% |
| Steward Partners Investment Advisory, LLC | 1,760 | +1,326 | $27.0K | +$21.9K | 305.5% |
| Optiver Holding B.V. | 1,940 | +904 | $29.8K | +$17.6K | 87.3% |
| GAMMA Investing LLC | 1,559 | +772 | $23.9K | +$14.7K | 98.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,391 | +34 | $52.0K | +$12.7K | 1.0% |
| Versant Capital Management, Inc | 1,661 | +524 | $25.5K | +$12.2K | 46.1% |
| NISA INVESTMENT ADVISORS, LLC | 2,275 | +161 | $34.9K | +$10.2K | 7.6% |
| Farther Finance Advisors, LLC | 1,284 | +445 | $19.7K | +$9.9K | 53.0% |
| CoreCap Advisors, LLC | 724 | +498 | $11.1K | +$8.5K | 220.3% |
| Smartleaf Asset Management LLC | 867 | +153 | $13.2K | +$4.8K | 21.4% |
| EverSource Wealth Advisors, LLC | 982 | +63 | $15.1K | +$4.3K | 6.8% |
| VAN ECK ASSOCIATES CORP | 158,944 | +33,021 | $2.4K | +$965 | 26.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 163,366 | +13,413 | $2.5K | +$752 | 8.9% |
| SG Americas Securities, LLC | 71,628 | +39,870 | $1.1K | +$727 | 125.5% |
| GSA CAPITAL PARTNERS LLP | 35,813 | +24,512 | $549 | +$417 | 216.9% |
| Handelsbanken Fonder AB | 37,500 | +1,100 | $575 | +$149 | 3.0% |
| CWM, LLC | 33,149 | +1,910 | $509 | +$144 | 6.1% |
| Covestor Ltd | 3,483 | +3,392 | $53 | +$52 | 3727.5% |
| State of Alaska, Department of Revenue | 7,620 | +433 | $116 | +$32 | 6.0% |
| Bay Harbor Wealth Management, LLC | 3 | +1 | $46 | +$23 | 50.0% |
Reduced(140)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC | 824,946 | -4,643,280 | $12.7M | -$51.3M | -84.9% |
| Invesco Ltd. | 563,452 | -3,485,858 | $8.6M | -$38.7M | -86.1% |
| Azora Capital LP | 500,720 | -3,203,014 | $7.7M | -$35.7M | -86.5% |
| BlackRock, Inc. | 12,896,859 | -1,693,553 | $197.8M | +$27.1M | -11.6% |
| FMR LLC | 1,027,970 | -1,697,234 | $15.8M | -$16.1M | -62.3% |
| STATE STREET CORP | 4,708,620 | -249,551 | $72.3M | +$14.2M | -5.0% |
| Legion Partners Asset Management, LLC | 1,767,379 | -1,335,874 | $27.1M | -$9.2M | -43.0% |
| PRIVATE MANAGEMENT GROUP INC | 2,468,672 | -5,747 | $37.9M | +$8.9M | -0.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,559,142 | -60,498 | $39.3M | +$8.6M | -2.3% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 3,046,533 | -239,864 | $46.7M | +$8.3M | -7.3% |
| BROWN ADVISORY INC | 3,045,336 | -289,505 | $46.7M | +$7.7M | -8.7% |
| MORGAN STANLEY | 970,186 | -932,272 | $14.9M | -$7.4M | -49.0% |
| PICTON MAHONEY ASSET MANAGEMENT | 450,401 | -603,857 | $6.9M | +$6.9M | -57.3% |
| DAVENPORT & Co LLC | 718,943 | -781,167 | $11.0M | -$6.7M | -52.1% |
| Pacer Advisors, Inc. | 254,805 | -652,057 | $3.9M | -$6.7M | -71.9% |
| CastleKnight Management LP | 1,963,434 | -120,731 | $30.1M | +$5.7M | -5.8% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,276,959 | -555,130 | $50.3M | +$5.4M | -14.5% |
| COMERICA BANK | 245 | -411,774 | $3.8K | -$4.8M | -99.9% |
| ArrowMark Colorado Holdings LLC | 399,121 | -513,000 | $6.1M | -$4.5M | -56.2% |
| NORTHERN TRUST CORP | 1,496,798 | -87,218 | $23.0M | +$4.4M | -5.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,239 | -367,321 | $19.0K | -$4.3M | -99.7% |
| Rockbridge Capital Management LLC | 18,623 | -363,158 | $285.7K | -$4.2M | -95.1% |
| RENAISSANCE TECHNOLOGIES LLC | 634,512 | -541,164 | $9.7M | -$4.0M | -46.0% |
| Nuveen, LLC | 1,041,793 | 0 | $16.0M | +$3.8M | 0.0% |
| BNP PARIBAS FINANCIAL MARKETS | 41,879 | -2,018 | $3.7M | +$3.2M | -4.6% |
| PALISADE CAPITAL MANAGEMENT, LP | 1,694,756 | -271,670 | $26.0M | +$3.0M | -13.8% |
| MILLENNIUM MANAGEMENT LLC | 1,552,058 | -233,710 | $23.8M | +$2.9M | -13.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 649,033 | 0 | $10.0M | +$2.4M | 0.0% |
| Michelson Medical Research Foundation, Inc. | 609,500 | 0 | $9.3M | +$2.2M | 0.0% |
| FIRST TRUST ADVISORS LP | 48,966 | -198,822 | $751.1K | -$2.1M | -80.2% |
| SCHWARTZ INVESTMENT COUNSEL INC | 577,805 | -23,382 | $8.9M | +$1.8M | -3.9% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 427,882 | -604 | $6.6M | +$1.6M | -0.1% |
| Gateway Wealth Partners, LLC | 453,867 | -14,739 | $7.0M | +$1.5M | -3.1% |
| AMERIPRISE FINANCIAL INC | 502,224 | -31,399 | $7.7M | +$1.5M | -5.9% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 657,470 | -82,935 | $10.1M | +$1.4M | -11.2% |
| TUDOR INVESTMENT CORP ET AL | 153,310 | -166,752 | $2.4M | -$1.4M | -52.1% |
| Samjo Management, LLC | 402,145 | -234,540 | $6.2M | -$1.3M | -36.8% |
| BARCLAYS PLC | 334,210 | -56,541 | $3.5M | -$1.1M | -14.5% |
| Schonfeld Strategic Advisors LLC | 25,000 | -97,101 | $383.5K | -$1.0M | -79.5% |
| Kestra Advisory Services, LLC | 66,217 | -106,076 | $1.0M | -$1.0M | -61.6% |
| Royal Bank of Canada | 225,518 | -225,386 | $3.5M | -$884.0K | -50.0% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 52,000 | -88,700 | $797.7K | -$848.5K | -63.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 300,207 | -32,207 | $4.6M | +$742.3K | -9.7% |
| Jain Global LLC | 14,818 | -60,012 | $227.3K | -$648.2K | -80.2% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,865,445 | -633,469 | $28.6M | -$621.4K | -25.3% |
| State of New Jersey Common Pension Fund D | 163,691 | 0 | $2.5M | +$595.8K | 0.0% |
| Crescent Park Management, L.P. | 398,147 | -166,711 | $6.1M | -$501.3K | -29.5% |
| RHUMBLINE ADVISERS | 228,787 | -31,971 | $3.5M | +$458.7K | -12.3% |
| Aberdeen Group plc | 180,352 | -102,880 | $2.8M | -$453.7K | -36.3% |
| Y-Intercept (Hong Kong) Ltd | 217,513 | -103,279 | $3.3M | -$416.6K | -32.2% |
| Northwest & Ethical Investments L.P. | 28,323 | -40,677 | $432.8K | -$381.4K | -59.0% |
| Walleye Capital LLC | 65,210 | -48,590 | $1.0M | -$331.1K | -42.7% |
| MetLife Investment Management, LLC | 95,738 | -2,560 | $1.5M | +$318.5K | -2.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 86,916 | -2,798 | $1.3M | +$283.6K | -3.1% |
| JANUS HENDERSON GROUP PLC | 74,372 | 0 | $1.1M | +$270.7K | 0.0% |
| AVENIR CORP | 73,139 | 0 | $1.1M | +$266.2K | 0.0% |
| CIBC Private Wealth Group LLC | 82,108 | -4,496 | $1.3M | +$246.3K | -5.2% |
| INTECH INVESTMENT MANAGEMENT LLC | 62,299 | 0 | $955.7K | +$226.8K | 0.0% |
| Vident Advisory, LLC | 36,008 | -29,748 | $552.4K | -$217.0K | -45.2% |
| State of Wyoming | 25,341 | -25,766 | $388.7K | -$209.2K | -50.4% |
| Ensign Peak Advisors, Inc | 11,135 | -19,100 | $170.8K | -$182.9K | -63.2% |
| Sarasin & Partners LLP | 111,143 | -48,660 | $1.7M | -$180.7K | -30.4% |
| Banque Cantonale Vaudoise | 11,716 | -183 | $180.0K | +$179.9K | -1.5% |
| Police & Firemen's Retirement System of New Jersey | 47,456 | 0 | $728.0K | +$172.7K | 0.0% |
| Potrero Capital Research LLC | 1,003,583 | -326,964 | $15.4M | -$172.4K | -24.6% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 46,208 | 0 | $708.8K | +$168.2K | 0.0% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 46,000 | 0 | $705.6K | +$167.4K | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,871 | -3,202 | $166.8K | +$166.6K | -22.8% |
| Arizona State Retirement System | 50,480 | -1,635 | $774.4K | +$164.6K | -3.1% |
| Ellis Investment Partners, LLC | 53,241 | -3,414 | $816.7K | +$153.9K | -6.0% |
| KLP KAPITALFORVALTNING AS | 39,975 | 0 | $613.6K | +$145.5K | 0.0% |
| CAPITAL FUND MANAGEMENT S.A. | 124,200 | -49,900 | $1.9M | -$131.7K | -28.7% |
| STRS OHIO | 31,100 | 0 | $477.1K | +$113.2K | 0.0% |
| Voya Investment Management LLC | 30,953 | 0 | $474.8K | +$112.7K | 0.0% |
| Greenland Capital Management LP | 55,000 | -8,000 | $843.7K | +$106.6K | -12.7% |
| Russell Investments Group, Ltd. | 28,755 | -827 | $441.1K | +$95.0K | -2.8% |
| J.P. Marvel Investment Advisors, LLC | 49,721 | -7,596 | $762.7K | +$92.1K | -13.3% |
| Fulton Bank, N.A. | 33,396 | -2,718 | $512.3K | +$89.8K | -7.5% |
| GAMCO INVESTORS, INC. ET AL | 134,511 | -35,430 | $2.1M | +$75.1K | -20.8% |
| FEDERATED HERMES, INC. | 20,000 | 0 | $306.8K | +$72.8K | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 15,279 | -10,074 | $234.4K | -$64.8K | -39.7% |
| STIFEL FINANCIAL CORP | 16,208 | -24 | $248.6K | +$58.7K | -0.1% |
| Sargent Investment Group, LLC | 14,815 | 0 | $227.3K | +$53.9K | 0.0% |
| Ameritas Investment Partners, Inc. | 14,321 | 0 | $219.7K | +$52.1K | 0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 14,549 | -131 | $223.2K | +$51.4K | -0.9% |
| Spire Wealth Management | 1,210 | -4,708 | $18.6K | -$50.7K | -79.5% |
| Orchard Capital Management, LLC | 13,862 | 0 | $212.6K | +$50.5K | 0.0% |
| Pallas Capital Advisors LLC | 13,447 | -108 | $206.3K | +$47.7K | -0.8% |
| Bell Bank | 12,500 | 0 | $191.8K | +$45.5K | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 11,514 | -109 | $176.6K | +$40.6K | -0.9% |
| OSAIC HOLDINGS, INC. | 14,082 | -952 | $216.1K | +$40.4K | -6.3% |
| Connor, Clark & Lunn Investment Management Ltd. | 10,963 | 0 | $168.2K | +$39.9K | 0.0% |
| MACKENZIE FINANCIAL CORP | 10,737 | -391 | $163.7K | +$33.5K | -3.5% |
| Central Pacific Bank - Trust Division | 6,500 | 0 | $99.7K | +$23.7K | 0.0% |
| BANK OF MONTREAL /CAN/ | 13,418 | -2,157 | $205.8K | +$23.6K | -13.8% |
| KINGSWOOD WEALTH ADVISORS, LLC | 10,041 | -1,157 | $154.0K | +$23.0K | -10.3% |
| Sunbelt Securities, Inc. | 664 | -2,087 | $10.2K | -$22.0K | -75.9% |
| Sterling Capital Management LLC | 10,216 | -1,653 | $156.7K | +$17.8K | -13.9% |
| Cetera Trust Company, N.A | 17,050 | -4,025 | $261.5K | +$15.0K | -19.1% |
| CALDWELL SUTTER CAPITAL, INC. | 1,696 | -109 | $26.0K | +$4.9K | -6.0% |
| Parallel Advisors, LLC | 1,110 | 0 | $17.0K | +$4.0K | 0.0% |
| Atlantic Private Wealth, LLC | 504 | -499 | $7.7K | -$4.0K | -49.8% |
| Creative Planning | 54,321 | -16,633 | $833.3K | +$3.1K | -23.4% |
| ALGERT GLOBAL LLC | 146,349 | -281,820 | $2.2K | -$2.8K | -65.8% |
| Murphy & Mullick Capital Management Corp | 750 | 0 | $11.5K | +$2.7K | 0.0% |
| Arax Advisory Partners | 338 | -335 | $5.2K | -$2.7K | -49.8% |
| Parkside Financial Bank & Trust | 1,164 | -142 | $17.9K | +$2.6K | -10.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 646 | 0 | $9.9K | +$2.4K | 0.0% |
| Financial Gravity Asset Management, Inc. | 632 | 0 | $9.7K | +$2.3K | 0.0% |
| North Star Investment Management Corp. | 540 | 0 | $8.3K | +$2.0K | 0.0% |
| Geneos Wealth Management Inc. | 537 | 0 | $8.2K | +$2.0K | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 1,176 | -201 | $18.0K | +$1.9K | -14.6% |
| True Wealth Design, LLC | 454 | 0 | $7.0K | +$1.7K | 0.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 319 | 0 | $4.9K | +$1.2K | 0.0% |
| SIGNATUREFD, LLC | 676 | -112 | $10.4K | +$1.1K | -14.2% |
| WHITTIER TRUST CO | 259 | 0 | $4.0K | +$875 | 0.0% |
| Evelyn Partners Asset Management Ltd | 164 | 0 | $2.5K | +$819 | 0.0% |
| Indiana Trust & Investment Management Co | 187 | 0 | $2.9K | +$681 | 0.0% |
| Root Financial Partners, LLC | 194 | -3 | $3.0K | +$671 | -1.5% |
| Larson Financial Group LLC | 175 | 0 | $2.7K | +$637 | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 269 | -31 | $4.1K | +$616 | -10.3% |
| Blue Trust, Inc. | 505 | -113 | $7.7K | +$517 | -18.3% |
| Quent Capital, LLC | 200 | -101 | $3.1K | -$454 | -33.5% |
| Pingora Partners LLC | 109 | 0 | $1.7K | +$397 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 116,346 | -4,927 | $1.8K | +$366 | -4.1% |
| Gen-Wealth Partners Inc | 85 | 0 | $1.3K | +$309 | 0.0% |
| Hughes Financial Services, LLC | 68 | 0 | $1.0K | +$299 | 0.0% |
| FIFTH THIRD BANCORP | 53 | 0 | $813 | +$193 | 0.0% |
| Bell Investment Advisors, Inc | 38 | 0 | $583 | +$138 | 0.0% |
| Golden State Wealth Management, LLC | 35 | 0 | $537 | +$127 | 0.0% |
| Sound Income Strategies, LLC | 31 | 0 | $476 | +$115 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 19,004 | 0 | $292 | +$70 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 13 | 0 | $199 | +$47 | 0.0% |
| AMALGAMATED BANK | 5,569 | -50 | $85 | +$19 | -0.9% |
| Rialto Wealth Management, LLC | 2 | 0 | $31 | +$7 | 0.0% |
| HFM Investment Advisors, LLC | 1 | 0 | $16 | +$4 | 0.0% |
| BESSEMER GROUP INC | 633 | -34 | $10 | +$2 | -5.1% |
| Fortitude Family Office, LLC | 10 | -3 | $153 | +$1 | -23.1% |
| T. Rowe Price Investment Management, Inc. | 324 | -85 | $5 | $0 | -20.8% |
| CANTOR FITZGERALD, L. P. | 691,230 | 0 | $8.1M | $0 | 0.0% |