13F QoQ Ownership Changes
DELL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 238 new · 593 added · 652 reduced · 171 exited
New Positions(238)
Added To(593)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13,383,734 | +7,990,547 | $1.68B | +$920.2M | 148.2% |
| BARCLAYS PLC | 4,905,368 | +3,955,926 | $601.4M | +$466.8M | 416.6% |
| VANGUARD GROUP INC | 31,441,451 | +1,355,841 | $3.96B | -$307.4M | 4.5% |
| BlackRock, Inc. | 25,264,279 | +837,782 | $3.18B | -$282.7M | 3.4% |
| Michael & Susan Dell Foundation | 2,682,335 | +2,258,797 | $337.7M | +$277.6M | 533.3% |
| Invesco Ltd. | 7,301,008 | +2,445,854 | $919.1M | +$230.7M | 50.4% |
| STATE STREET CORP | 14,715,998 | +265,740 | $1.85B | -$196.2M | 1.8% |
| Laurion Capital Management LP | 1,471,456 | +1,400,656 | $185.2M | +$175.2M | 1978.3% |
| NORGES BANK | 4,824,824 | +1,159,058 | $607.3M | +$172.8M | 31.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 7,478,732 | +108,011 | $939.8M | -$102.7M | 1.5% |
| CITADEL ADVISORS LLC | 10,316,101 | +1,844,190 | $1.30B | +$97.5M | 21.8% |
| Assenagon Asset Management S.A. | 1,028,186 | +710,561 | $129.4M | +$84.4M | 223.7% |
| NORDEA INVESTMENT MANAGEMENT AB | 775,652 | +631,315 | $98.6M | +$78.6M | 437.4% |
| TWO SIGMA INVESTMENTS, LP | 1,518,192 | +660,870 | $191.1M | +$69.6M | 77.1% |
| Point72 Asset Management, L.P. | 556,000 | +544,600 | $70.0M | +$68.4M | 4777.2% |
| DEUTSCHE BANK AG\ | 5,517,070 | +1,090,336 | $694.5M | +$66.9M | 24.6% |
| BNP PARIBAS FINANCIAL MARKETS | 1,060,359 | +366,408 | $307.4M | +$64.1M | 52.8% |
| WESTWOOD HOLDINGS GROUP INC | 468,211 | +434,092 | $58.9M | +$54.1M | 1272.3% |
| NewEdge Advisors, LLC | 505,100 | +408,685 | $63.6M | +$49.9M | 423.9% |
| DANSKE BANK A/S | 623,955 | +416,428 | $78.5M | +$49.1M | 200.7% |
| NORTHERN TRUST CORP | 2,831,813 | +45,348 | $356.5M | -$38.6M | 1.6% |
| JANUS HENDERSON GROUP PLC | 2,654,062 | +561,401 | $334.1M | +$37.4M | 26.8% |
| Bank of New York Mellon Corp | 2,121,081 | +483,960 | $267.0M | +$34.9M | 29.6% |
| LAZARD ASSET MANAGEMENT LLC | 333,336 | +277,466 | $42.0M | +$34.0M | 496.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,857,713 | +30,881 | $233.8M | -$25.1M | 1.7% |
| RENAISSANCE TECHNOLOGIES LLC | 424,077 | +218,900 | $53.4M | +$24.3M | 106.7% |
| Amundi | 799,469 | +274,073 | $100.6M | +$24.1M | 52.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 172,517 | +10,099 | $21.7M | +$21.7M | 6.2% |
| PANAGORA ASSET MANAGEMENT INC | 257,458 | +166,999 | $32.4M | +$19.6M | 184.6% |
| SEI INVESTMENTS CO | 512,474 | +178,699 | $64.5M | +$17.2M | 53.5% |
| SIMPLEX TRADING, LLC | 133,949 | +118,653 | $16.9M | +$16.9M | 775.7% |
| Robeco Institutional Asset Management B.V. | 188,725 | +138,599 | $23.8M | +$16.7M | 276.5% |
| COOKSON PEIRCE & CO INC | 139,565 | +129,610 | $17.6M | +$16.2M | 1302.0% |
| Bank Julius Baer & Co. Ltd, Zurich | 1,153,849 | +15,248 | $145.7M | -$15.7M | 1.3% |
| ADAPT Investment Managers SA | 1,850,000 | +100,000 | $232.9M | -$15.2M | 5.7% |
| Pictet Asset Management Holding SA | 433,725 | +155,595 | $54.6M | +$15.2M | 55.9% |
| UBS Group AG | 4,481,124 | +396,844 | $564.1M | -$14.9M | 9.7% |
| Mariner, LLC | 228,711 | +116,052 | $28.8M | +$12.8M | 103.0% |
| RAYMOND JAMES FINANCIAL INC | 1,067,529 | +36,522 | $134.6M | -$11.6M | 3.5% |
| Epoch Investment Partners, Inc. | 975,336 | +33,234 | $122.8M | -$10.8M | 3.5% |
| Crossmark Global Holdings, Inc. | 108,324 | +87,793 | $13.6M | +$10.7M | 427.6% |
| FMR LLC | 4,041,679 | +378,021 | $508.8M | -$10.6M | 10.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 109,877 | +85,627 | $13.8M | +$10.4M | 353.1% |
| LPL Financial LLC | 780,582 | +14,636 | $98.3M | -$10.3M | 1.9% |
| National Pension Service | 803,983 | +17,762 | $101.2M | -$10.3M | 2.3% |
| Nuveen, LLC | 840,793 | +25,334 | $105.8M | -$9.8M | 3.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,606,945 | +229,239 | $328.2M | -$8.9M | 9.6% |
| NATIONAL BANK OF CANADA /FI/ | 329,598 | +99,158 | $41.5M | +$8.8M | 43.0% |
| RHUMBLINE ADVISERS | 585,008 | +3,374 | $73.6M | -$8.8M | 0.6% |
| IFM Investors Pty Ltd | 66,789 | +437 | $8.4K | -$8.7M | 0.7% |
| JANE STREET GROUP, LLC | 10,681,487 | +1,138,707 | $1.34B | -$8.3M | 11.9% |
| JENNISON ASSOCIATES LLC | 1,276,677 | +88,712 | $160.7M | -$7.7M | 7.5% |
| CAPITAL FUND MANAGEMENT S.A. | 487,800 | +600 | $61.4M | -$7.7M | 0.1% |
| US BANCORP \DE\ | 103,000 | +65,503 | $13.0M | +$7.6M | 174.7% |
| AMERICAN CENTURY COMPANIES INC | 121,213 | +64,938 | $15.3M | +$7.3M | 115.4% |
| Vontobel Holding Ltd. | 218,029 | +73,172 | $27.4M | +$6.9M | 50.5% |
| STIFEL FINANCIAL CORP | 816,369 | +45,007 | $102.8M | -$6.6M | 5.8% |
| ABN AMRO Bank N.V. | 80,920 | +53,475 | $10.2M | +$6.4M | 194.8% |
| Spire Wealth Management | 51,561 | +46,845 | $6.5M | +$5.8M | 993.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 477,078 | +12,516 | $60.1M | -$5.8M | 2.7% |
| TWO SIGMA ADVISERS, LP | 361,500 | +80,100 | $45.5M | +$5.6M | 28.5% |
| Contrarius Group Holdings Ltd | 692,598 | +38,555 | $87.2M | -$5.5M | 5.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 102,998 | +49,870 | $13.0M | +$5.4M | 93.9% |
| UniSuper Management Pty Ltd | 117,306 | +50,980 | $14.8M | +$5.4M | 76.9% |
| Cumberland Partners Ltd | 57,980 | +43,980 | $7.3M | +$5.3M | 314.1% |
| Allspring Global Investments Holdings, LLC | 281,360 | +7,510 | $36.0M | -$5.0M | 2.7% |
| MML INVESTORS SERVICES, LLC | 124,347 | +49,090 | $15.7M | +$5.0M | 65.2% |
| BANK OF MONTREAL /CAN/ | 331,381 | +2,741 | $41.7M | -$4.9M | 0.8% |
| Banque Cantonale Vaudoise | 37,925 | +3,880 | $4.8M | +$4.8M | 11.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 467,554 | +20,214 | $58.9M | -$4.6M | 4.5% |
| PATTON FUND MANAGEMENT, INC. | 37,527 | +35,628 | $4.7M | +$4.5M | 1876.1% |
| Crake Asset Management LLP | 835,348 | +63,448 | $105.2M | -$4.3M | 8.2% |
| PRINCIPAL FINANCIAL GROUP INC | 331,206 | +8,361 | $41.7M | -$4.1M | 2.6% |
| Lineweaver Wealth Advisors, LLC | 48,000 | +33,687 | $6.0M | +$4.0M | 235.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 671,511 | +38,521 | $85.8M | -$3.9M | 6.1% |
| Rockefeller Capital Management L.P. | 438,393 | +231,032 | $33.2M | +$3.8M | 111.4% |
| Envestnet Portfolio Solutions, Inc. | 46,242 | +30,872 | $5.8M | +$3.6M | 200.8% |
| CIBC WORLD MARKET INC. | 433,893 | +23,103 | $54.6M | -$3.6M | 5.6% |
| VICTORY CAPITAL MANAGEMENT INC | 1,025,329 | +89,396 | $129.1M | -$3.6M | 9.6% |
| Focus Partners Wealth | 93,028 | +35,213 | $11.7M | +$3.6M | 60.9% |
| Empowered Funds, LLC | 134,968 | +40,173 | $17.0M | +$3.6M | 42.4% |
| UMB Bank, n.a. | 29,039 | +27,817 | $3.7M | +$3.5M | 2276.3% |
| LMR Partners LLP | 280,995 | +7,595 | $35.4M | -$3.4M | 2.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 316,999 | +12,066 | $39.9M | -$3.3M | 4.0% |
| Sovran Advisors, LLC | 29,281 | +26,856 | $3.5M | +$3.1M | 1107.5% |
| Carnegie Investment Counsel | 44,511 | +26,027 | $5.6M | +$3.0M | 140.8% |
| CIBC Asset Management Inc | 73,158 | +28,683 | $9.2M | +$2.9M | 64.5% |
| EverSource Wealth Advisors, LLC | 26,199 | +23,031 | $3.3M | +$2.8M | 727.0% |
| Gotham Asset Management, LLC | 309,662 | +54,754 | $39.0M | +$2.8M | 21.5% |
| AVIVA PLC | 270,009 | +10,981 | $34.0M | -$2.7M | 4.2% |
| MACKENZIE FINANCIAL CORP | 210,052 | +40,160 | $26.8M | +$2.7M | 23.6% |
| Concurrent Investment Advisors, LLC | 39,024 | +23,184 | $4.9M | +$2.7M | 146.4% |
| Kingsview Wealth Management, LLC | 24,388 | +21,313 | $3.1M | +$2.6M | 693.1% |
| Banco Santander, S.A. | 23,819 | +21,223 | $3.0M | +$2.6M | 817.5% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 175,874 | +1,294 | $22.1M | -$2.6M | 0.7% |
| Caption Management, LLC | 50,000 | +23,900 | $6.3M | +$2.6M | 91.6% |
| Cetera Investment Advisers | 214,010 | +41,966 | $26.9M | +$2.6M | 24.4% |
| VALLEY WEALTH MANAGERS, INC. | 160,383 | +94 | $20.2M | -$2.5M | 0.1% |
| Aberdeen Group plc | 293,037 | +9,106 | $36.9M | -$2.5M | 3.2% |
| BANK OF NOVA SCOTIA | 65,235 | +24,741 | $8.2M | +$2.5M | 61.1% |
| Kestra Advisory Services, LLC | 109,158 | +29,076 | $13.7M | +$2.4M | 36.3% |
| BROWN ADVISORY INC | 214,401 | +8,056 | $27.0M | -$2.3M | 3.9% |
| Atria Investments, Inc | 35,409 | +19,936 | $4.5M | +$2.3M | 128.8% |
| State of Tennessee, Department of Treasury | 87,316 | +869 | $10.0M | -$2.3M | 1.0% |
| EVENTIDE ASSET MANAGEMENT, LLC | 47,732 | +19,639 | $6.0M | +$2.2M | 69.9% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 18,060 | +17,300 | $2.3M | +$2.2M | 2276.3% |
| Verity & Verity, LLC | 135,379 | +184 | $17.0M | -$2.1M | 0.1% |
| McGowan Group Asset Management, Inc. | 132,829 | +192 | $16.7M | -$2.1M | 0.1% |
| DARK FOREST CAPITAL MANAGEMENT LP | 40,883 | +15,496 | $5.1M | +$2.0M | 61.0% |
| Richard C. Young & CO., LTD. | 156,290 | +3,509 | $19.7M | -$2.0M | 2.3% |
| Merit Financial Group, LLC | 33,014 | +17,090 | $4.2M | +$1.9M | 107.3% |
| Advisors Capital Management, LLC | 129,540 | +1,486 | $16.3M | -$1.8M | 1.2% |
| KLP KAPITALFORVALTNING AS | 123,600 | +1,000 | $15.6M | -$1.8M | 0.8% |
| Generali Investments, Management Co LLC | 27,235 | +15,778 | $3.4M | +$1.8M | 137.7% |
| STEPHENS INC /AR/ | 24,256 | +15,055 | $3.1M | +$1.8M | 163.6% |
| Asset Management One Co., Ltd. | 133,707 | +1,101 | $17.0M | -$1.8M | 0.8% |
| Sterling Capital Management LLC | 44,691 | +17,377 | $5.6M | +$1.8M | 63.6% |
| COMERICA BANK | 114,455 | +24,954 | $14.4M | +$1.7M | 27.9% |
| OMERS ADMINISTRATION Corp | 25,165 | +14,789 | $3.2M | +$1.7M | 142.5% |
| Symmetry Investments LP | 36,000 | +16,000 | $4.5M | +$1.7M | 80.0% |
| HARTLINE INVESTMENT CORP/ | 46,606 | +16,933 | $5.9M | +$1.7M | 57.1% |
| Financiere des Professionnels - Fonds d,investissement inc. | 17,522 | +13,531 | $2.2M | +$1.6M | 339.0% |
| CAMPBELL CAPITAL MANAGEMENT INC | 80,189 | +20,362 | $10.1M | +$1.6M | 34.0% |
| Vident Advisory, LLC | 71,674 | +19,368 | $9.0M | +$1.6M | 37.0% |
| Avior Wealth Management, LLC | 14,568 | +12,102 | $1.8M | +$1.5M | 490.8% |
| ACR Alpine Capital Research, LLC | 106,822 | +1,605 | $13.4M | -$1.5M | 1.5% |
| CAPTRUST FINANCIAL ADVISORS | 54,200 | +16,422 | $6.8M | +$1.5M | 43.5% |
| NBC SECURITIES, INC. | 12,311 | +11,610 | $1.5M | +$1.5M | 1656.2% |
| Lido Advisors, LLC | 36,637 | +12,484 | $4.9M | +$1.4M | 51.7% |
| Silvercrest Asset Management Group LLC | 113,537 | +2,528 | $14.3M | -$1.4M | 2.3% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 34,310 | +13,832 | $4.3M | +$1.4M | 67.5% |
| Investment Management Corp of Ontario | 28,245 | +13,086 | $3.6M | +$1.4M | 86.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 177,189 | +9,949 | $22.3M | -$1.4M | 5.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 293,255 | +21,519 | $37.1M | -$1.4M | 7.9% |
| ALLSTATE CORP | 24,691 | +12,473 | $3.1M | +$1.4M | 102.1% |
| WASHINGTON TRUST Co | 93,090 | +762 | $11.7M | -$1.4M | 0.8% |
| Chicago Capital, LLC | 123,195 | +4,257 | $15.5M | -$1.4M | 3.6% |
| Union Bancaire Privee, UBP SA | 86,926 | +23,371 | $8.8M | +$1.3M | 36.8% |
| ENVESTNET ASSET MANAGEMENT INC | 907,941 | +92,693 | $114.3M | -$1.3M | 11.4% |
| ABN AMRO INVESTMENT SOLUTIONS | 15,895 | +10,796 | $2.0M | +$1.3M | 211.7% |
| Ellsworth Advisors, LLC | 39,516 | +625 | $4.7M | -$1.2M | 1.6% |
| XTX Topco Ltd | 41,105 | +13,033 | $5.2M | +$1.2M | 46.4% |
| MAI Capital Management | 116,720 | +21,471 | $14.7M | +$1.2M | 22.5% |
| INVESTMENT HOUSE LLC | 259,815 | +20,865 | $32.7M | -$1.2M | 8.7% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 83,452 | +1,294 | $10.5M | -$1.1M | 1.6% |
| Baird Financial Group, Inc. | 294,810 | +25,280 | $37.1M | -$1.1M | 9.4% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 212,100 | +16,100 | $26.7M | -$1.1M | 8.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 42,085 | +12,364 | $5.3M | +$1.1M | 41.6% |
| NewEdge Wealth, LLC | 42,542 | +14,384 | $5.4M | +$1.1M | 51.1% |
| Tower Research Capital LLC (TRC) | 14,016 | +8,792 | $1.8M | +$1.0M | 168.3% |
| Inscription Capital, LLC | 17,431 | +9,089 | $2.2M | +$1.0M | 109.0% |
| Advisors Asset Management, Inc. | 80,328 | +1,886 | $10.1M | -$1.0M | 2.4% |
| Private Advisor Group, LLC | 69,328 | +661 | $8.7M | -$1.0M | 1.0% |
| STRS OHIO | 72,185 | +1,000 | $9.1M | -$1.0M | 1.4% |
| TRUIST FINANCIAL CORP | 336,503 | +44,804 | $42.4M | +$1.0M | 15.3% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 134,014 | +7,941 | $16.9M | -$1.0M | 6.3% |
| Red Door Wealth Management, LLC | 103,076 | +4,495 | $13.0M | -$1.0M | 4.5% |
| NISA INVESTMENT ADVISORS, LLC | 19,067 | +9,070 | $2.4M | +$982.9K | 90.7% |
| MEYER HANDELMAN CO | 70,284 | +1,011 | $8.8M | -$973.5K | 1.4% |
| ROMANO BROTHERS AND COMPANY | 20,800 | +8,982 | $2.6M | +$928.7K | 76.0% |
| Erste Asset Management GmbH | 36,414 | +8,624 | $4.6M | +$918.4K | 31.0% |
| Czech National Bank | 79,442 | +2,436 | $10.0M | -$917.0K | 3.2% |
| Siemens Fonds Invest GmbH | 20,961 | +8,515 | $2.7M | +$916.9K | 68.4% |
| Cadence Bank | 76,064 | +2,084 | $9.6M | -$913.2K | 2.8% |
| BDF-GESTION | 19,204 | +8,279 | $2.4M | +$868.6K | 75.8% |
| HighTower Advisors, LLC | 224,344 | +19,148 | $28.2M | -$850.8K | 9.3% |
| JONES FINANCIAL COMPANIES LLLP | 35,668 | +7,843 | $4.5M | +$848.3K | 28.2% |
| Ashton Thomas Private Wealth, LLC | 10,743 | +6,909 | $1.4M | +$808.8K | 180.2% |
| Mirae Asset Global Investments Co., Ltd. | 54,179 | +11,707 | $6.8M | +$798.8K | 27.6% |
| &PARTNERS | 61,027 | +12,586 | $7.7M | +$798.5K | 26.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,854 | +6,827 | $1.4M | +$795.4K | 169.5% |
| Stratos Investment Management, LLC | 52,640 | +392 | $6.6M | -$780.9K | 0.8% |
| IEQ CAPITAL, LLC | 108,063 | +6,772 | $13.6M | -$757.2K | 6.7% |
| Hamilton Point Investment Advisors, LLC | 47,780 | +147 | $6.0M | -$738.4K | 0.3% |
| Federation des caisses Desjardins du Quebec | 36,667 | +9,315 | $4.6M | +$736.3K | 34.0% |
| GABELLI FUNDS LLC | 30,944 | +8,644 | $3.9M | +$733.8K | 38.8% |
| MUFG Securities EMEA plc | 12,356 | +6,553 | $1.6M | +$732.7K | 112.9% |
| LBP AM SA | 51,981 | +665 | $6.5M | -$731.7K | 1.3% |
| Traynor Capital Management, Inc. | 9,310 | +6,180 | $1.2M | +$728.2K | 197.4% |
| Callan Family Office, LLC | 11,170 | +6,369 | $1.4M | +$725.4K | 132.7% |
| Livforsakringsbolaget Skandia, Omsesidigt | 125,923 | +9,000 | $15.8M | -$723.9K | 7.7% |
| AXQ CAPITAL, LP | 7,524 | +5,844 | $947.1K | +$708.9K | 347.9% |
| AlphaCore Capital LLC | 23,564 | +7,599 | $3.0M | +$702.9K | 47.6% |
| WOODMONT INVESTMENT COUNSEL LLC | 74,388 | +3,525 | $9.4M | -$682.3K | 5.0% |
| Utah Retirement Systems | 50,769 | +890 | $6.4M | -$680.5K | 1.8% |
| Sequoia Financial Advisors, LLC | 42,880 | +42 | $5.4M | -$675.5K | 0.1% |
| Simmons Bank | 46,985 | +539 | $5.9M | -$670.0K | 1.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 57,551 | +11,040 | $7.2M | +$650.7K | 23.7% |
| BENJAMIN EDWARDS INC | 6,771 | +5,331 | $852.4K | +$648.1K | 370.2% |
| Blue Owl Capital Holdings LP | 53,848 | +1,514 | $6.8M | -$641.0K | 2.9% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 44,855 | +508 | $5.6M | -$640.7K | 1.1% |
| Corient Private Wealth LLC | 222,352 | +111,291 | $15.1M | -$640.7K | 100.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 130,768 | +10,139 | $16.5M | -$640.5K | 8.4% |
| XPONANCE, INC. | 62,292 | +11,376 | $7.8M | +$622.9K | 22.3% |
| Procyon Advisors, LLC | 16,154 | +6,193 | $2.0M | +$621.3K | 62.2% |
| Wealthfront Advisers LLC | 52,886 | +1,594 | $6.7M | -$614.4K | 3.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 41,934 | +478 | $5.3M | -$598.6K | 1.1% |
| Measured Wealth Private Client Group, LLC | 4,857 | +4,749 | $611.4K | +$596.1K | 4397.2% |
| Hudson Value Partners, LLC | 44,316 | +251 | $5.7M | -$594.3K | 0.6% |
| Vanguard Personalized Indexing Management, LLC | 38,099 | +114 | $4.8M | -$592.7K | 0.3% |
| FRED ALGER MANAGEMENT, LLC | 56,767 | +10,539 | $7.1M | +$592.1K | 22.8% |
| Cornerstone Planning Group LLC | 5,428 | +4,577 | $636.8K | +$588.2K | 537.8% |
| Board of the Pension Protection Fund | 11,100 | +5,300 | $1.4M | +$575.0K | 91.4% |
| Formidable Asset Management, LLC | 18,460 | +1,788 | $2.6M | +$573.0K | 10.7% |
| LGT Group Foundation | 30,572 | +633 | $3.9M | -$570.5K | 2.1% |
| D.A. DAVIDSON & CO. | 19,035 | +6,054 | $2.4M | +$555.7K | 46.6% |
| DNB Asset Management AS | 63,934 | +3,266 | $8.0M | -$552.9K | 5.4% |
| Illinois Municipal Retirement Fund | 11,021 | +5,100 | $1.4M | +$547.9K | 86.1% |
| CREDIT AGRICOLE S A | 255,992 | +24,853 | $32.2M | -$544.3K | 10.8% |
| Asio Capital, LLC | 43,453 | +1,043 | $5.5M | -$542.6K | 2.5% |
| ADELL HARRIMAN & CARPENTER INC | 37,779 | +8,051 | $4.8M | +$541.1K | 27.1% |
| INCEPTIONR LLC | 12,592 | +5,205 | $1.6M | +$537.8K | 70.5% |
| Wealthspire Advisors, LLC | 7,453 | +4,531 | $938.2K | +$524.0K | 155.1% |
| Kovack Advisors, Inc. | 8,211 | +4,588 | $1.0M | +$520.0K | 126.6% |
| Lombard Odier Asset Management (Switzerland) SA | 20,635 | +5,900 | $2.6M | +$508.6K | 40.0% |
| BSW Wealth Partners | 21,254 | +5,861 | $2.7M | +$493.2K | 38.1% |
| Baldwin Investment Management, LLC | 6,317 | +4,139 | $795.2K | +$486.4K | 190.0% |
| FORTEM FINANCIAL GROUP, LLC | 40,991 | +1,214 | $5.2M | -$479.2K | 3.0% |
| Occidental Asset Management, LLC | 37,634 | +882 | $4.7M | -$472.9K | 2.4% |
| SIG BROKERAGE, LP | 15,000 | +5,000 | $1.9M | +$470.5K | 50.0% |
| Vest Financial, LLC | 16,965 | +5,195 | $2.1M | +$466.9K | 44.1% |
| Buck Wealth Strategies, LLC | 9,421 | +4,298 | $1.2M | +$459.6K | 83.9% |
| Russell Investments Group, Ltd. | 161,848 | +21,037 | $20.4M | +$455.7K | 14.9% |
| U.S. Capital Wealth Advisors, LLC | 25,209 | +6,038 | $3.2M | +$455.5K | 31.5% |
| Diversified Trust Co | 11,100 | +4,453 | $1.4M | +$454.9K | 67.0% |
| Lifeworks Advisors, LLC | 54,860 | +3,065 | $6.9M | -$437.2K | 5.9% |
| William Allan Corp | 26,719 | +119 | $3.4M | -$407.7K | 0.4% |
| Beverly Hills Private Wealth, LLC | 7,866 | +3,741 | $990.2K | +$405.5K | 90.7% |
| NEUBERGER BERMAN GROUP LLC | 52,258 | +8,710 | $6.6M | +$404.5K | 20.0% |
| Vestmark Advisory Solutions, Inc. | 28,339 | +388 | $3.6M | -$395.3K | 1.4% |
| GAM Holding AG | 24,649 | +12 | $3.1M | -$390.0K | 0.0% |
| KMG FIDUCIARY PARTNERS, LLC | 28,167 | +457 | $3.5M | -$382.7K | 1.6% |
| Summit Financial, LLC | 35,446 | +1,307 | $4.5M | -$378.0K | 3.8% |
| Howard Capital Management Inc. | 9,294 | +3,689 | $1.2M | +$375.3K | 65.8% |
| Farther Finance Advisors, LLC | 49,157 | +2,875 | $6.2M | -$373.5K | 6.2% |
| M&T Bank Corp | 30,320 | +6,019 | $3.8M | +$372.0K | 24.8% |
| SouthState Corp | 31,475 | +960 | $4.0M | -$364.0K | 3.1% |
| WESTPAC BANKING CORP | 40,574 | +7,113 | $5.1M | +$363.7K | 21.3% |
| Elo Mutual Pension Insurance Co | 66,126 | +9,947 | $8.3M | +$359.4K | 17.7% |
| Tanager Wealth Management LLP | 4,700 | +3,062 | $591.7K | +$359.4K | 186.9% |
| NVWM, LLC | 21,945 | +12 | $2.8M | -$347.0K | 0.1% |
| Prime Capital Investment Advisors, LLC | 23,253 | +159 | $2.9M | -$346.9K | 0.7% |
| Canada Post Corp Registered Pension Plan | 11,587 | +3,187 | $1.5M | +$333.8K | 37.9% |
| OVERSEA-CHINESE BANKING Corp Ltd | 5,702 | +2,634 | $726.8K | +$325.6K | 85.8% |
| Citizens Business Bank | 34,926 | +1,660 | $4.4M | -$319.6K | 5.0% |
| Archer Investment Corp | 3,353 | +2,603 | $422.0K | +$315.6K | 347.1% |
| BURNEY CO/ | 22,258 | +348 | $2.8M | -$304.3K | 1.6% |
| Biltmore Family Office, LLC | 27,895 | +995 | $3.5M | -$302.2K | 3.7% |
| CITIZENS FINANCIAL GROUP INC/RI | 12,142 | +3,455 | $1.5M | +$296.9K | 39.8% |
| Prestige Wealth Management Group LLC | 3,031 | +2,527 | $367.0K | +$295.6K | 501.4% |
| Nemes Rush Group LLC | 2,928 | +2,400 | $368.6K | +$293.7K | 454.5% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 5,656 | +2,693 | $712.0K | +$291.9K | 90.9% |
| Werlinich Asset Management, LLC | 21,173 | +37 | $2.7M | -$288.0K | 0.2% |
| Belpointe Asset Management LLC | 7,046 | +2,804 | $887.0K | +$285.6K | 66.1% |
| HANCOCK WHITNEY CORP | 20,756 | +357 | $2.6M | -$279.2K | 1.8% |
| Summit Trail Advisors, LLC | 17,596 | +6 | $2.2M | -$278.8K | 0.0% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 20,512 | +364 | $2.6M | -$274.3K | 1.8% |
| Sunbelt Securities, Inc. | 22,340 | +582 | $2.8M | -$272.5K | 2.7% |
| GWN SECURITIES INC. | 5,888 | +2,595 | $741.3K | +$270.4K | 78.8% |
| Wealth Quarterback LLC | 5,964 | +2,546 | $750.8K | +$266.2K | 74.5% |
| PNC Financial Services Group, Inc. | 89,757 | +11,908 | $11.3M | +$262.0K | 15.3% |
| Objectivity Squared, LLC | 13,838 | +3,388 | $1.7M | +$260.5K | 32.4% |
| Arkadios Wealth Advisors | 43,119 | +2,997 | $5.4M | -$260.4K | 7.5% |
| BEARING POINT CAPITAL, LLC | 60,095 | +4,930 | $7.6M | -$256.0K | 8.9% |
| Quantum Private Wealth, LLC | 16,330 | +28 | $2.1M | -$255.5K | 0.2% |
| Hixon Zuercher, LLC | 37,969 | +2,510 | $4.8M | -$247.5K | 7.1% |
| Sky Investment Group LLC | 16,685 | +150 | $2.1M | -$243.9K | 0.9% |
| Per Stirling Capital Management, LLC. | 14,849 | +1 | $1.9M | -$235.8K | 0.0% |
| AMERICAN NATIONAL BANK & TRUST | 1,965 | +1,880 | $247.4K | +$235.3K | 2211.8% |
| AlphaQuest LLC | 3,482 | +2,034 | $438.3K | +$233.0K | 140.5% |
| Pathstone Holdings, LLC | 34,355 | +5,453 | $4.3M | +$227.2K | 18.9% |
| Generali Investments CEE, investicni spolecnost, a.s. | 32,000 | +2,000 | $4.0M | -$224.9K | 6.7% |
| Mutual Advisors, LLC | 3,688 | +2,117 | $464.3K | +$222.0K | 134.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 2,145 | +1,693 | $270.0K | +$205.9K | 374.6% |
| Miracle Mile Advisors, LLC | 14,188 | +155 | $1.8M | -$203.4K | 1.1% |
| ProShare Advisors LLC | 80,686 | +7,642 | $10.2M | -$198.7K | 10.5% |
| Bridgewater Advisors Inc. | 5,482 | +109 | $598.2K | -$194.7K | 2.0% |
| Activest Wealth Management | 8,343 | +2,301 | $1.1M | +$193.7K | 38.1% |
| Trust Investment Advisors | 13,611 | +172 | $1.7M | -$191.9K | 1.3% |
| Foundations Investment Advisors, LLC | 4,104 | +1,776 | $516.6K | +$186.6K | 76.3% |
| World Investment Advisors | 12,179 | +1,874 | $1.3M | -$184.0K | 18.2% |
| Vise Technologies, Inc. | 18,289 | +771 | $2.3M | -$181.3K | 4.4% |
| CHOREO, LLC | 7,597 | +2,011 | $971.8K | +$179.9K | 36.0% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 9,026 | +2,250 | $1.1M | +$175.6K | 33.2% |
| Qtron Investments LLC | 6,548 | +1,955 | $824.3K | +$173.1K | 42.6% |
| CSS LLC/IL | 11,740 | +2,530 | $1.5M | +$172.1K | 27.5% |
| Mirador Capital Partners LP | 22,503 | +1,314 | $2.8M | -$171.2K | 6.2% |
| COMMERCE BANK | 23,081 | +1,395 | $2.9M | -$169.0K | 6.4% |
| QUADRANT CAPITAL GROUP LLC | 11,284 | +80 | $1.4M | -$168.0K | 0.7% |
| Great Lakes Retirement, Inc. | 18,833 | +931 | $2.4M | -$167.2K | 5.2% |
| Slagle Financial, LLC | 20,238 | +1,091 | $2.5M | -$166.9K | 5.7% |
| AE Wealth Management LLC | 13,652 | +422 | $1.7M | -$157.0K | 3.2% |
| WP Advisors, LLC | 3,616 | +1,506 | $455.2K | +$156.0K | 71.4% |
| Optimize Financial Inc | 11,208 | +160 | $1.4M | -$155.4K | 1.4% |
| OPINICUS CAPITAL, INC. | 11,848 | +2,420 | $1.5M | +$154.8K | 25.7% |
| Steward Partners Investment Advisory, LLC | 28,344 | +2,087 | $3.6M | -$154.5K | 7.9% |
| Acorn Wealth Advisors, LLC | 4,258 | +1,562 | $536.0K | +$153.8K | 57.9% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 3,587 | +45 | $434.2K | -$149.8K | 1.3% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 13,921 | +819 | $1.8M | +$146.1K | 6.3% |
| Pallas Capital Advisors LLC | 18,332 | +1,026 | $2.3M | -$145.8K | 5.9% |
| Polymer Capital Management (US) LLC | 8,335 | +1,959 | $1.0M | +$145.3K | 30.7% |
| FIRST HORIZON CORP | 1,516 | +1,180 | $190.8K | +$143.2K | 351.2% |
| Clear Harbor Asset Management, LLC | 11,714 | +317 | $1.5M | -$141.2K | 2.8% |
| NEOS Investment Management LLC | 35,764 | +4,959 | $4.5M | +$134.7K | 16.1% |
| Meeder Advisory Services, Inc. | 7,203 | +1,724 | $906.8K | +$130.0K | 31.5% |
| ARS Investment Partners, LLC | 13,370 | +590 | $1.7M | -$128.8K | 4.6% |
| Maryland State Retirement & Pension System | 15,961 | +900 | $2.0M | -$126.0K | 6.0% |
| Tennessee Valley Asset Management Partners | 8,173 | +1,799 | $1.0M | +$125.2K | 28.2% |
| Coppell Advisory Solutions LLC | 2,592 | +1,046 | $331.5K | +$124.6K | 67.7% |
| Dynasty Wealth Management, LLC | 16,380 | +962 | $2.1M | -$123.9K | 6.2% |
| GAMCO INVESTORS, INC. ET AL | 3,095 | +1,215 | $389.6K | +$123.1K | 64.6% |
| Balboa Wealth Partners | 3,157 | +1,212 | $397.4K | +$121.7K | 62.3% |
| Norinchukin Bank, The | 18,852 | +1,269 | $2.4M | -$119.7K | 7.2% |
| VestGen Advisors, LLC | 6,370 | +1,541 | $801.9K | +$117.3K | 31.9% |
| Metis Global Partners, LLC | 12,726 | +2,250 | $1.6M | +$116.8K | 21.5% |
| Gould Capital, LLC | 11,168 | +431 | $1.4M | -$116.4K | 4.0% |
| Cornerstone Wealth Management, LLC | 11,322 | +457 | $1.4M | -$115.2K | 4.2% |
| GSB Wealth Management, LLC | 7,336 | +15 | $923.5K | -$114.3K | 0.2% |
| Sigma Planning Corp | 13,090 | +2,451 | $1.6M | +$114.2K | 23.0% |
| Austin Private Wealth, LLC | 7,468 | +1,636 | $940.1K | +$113.3K | 28.1% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,161 | +923 | $146.1K | +$112.4K | 387.8% |
| Round Rock Advisors, LLC | 7,056 | +5 | $888.2K | -$111.4K | 0.1% |
| HCR Wealth Advisors | 22,235 | +2,491 | $2.8M | -$110.8K | 12.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,160 | +1,777 | $1.2M | +$106.9K | 24.1% |
| AMERIFLEX GROUP, INC. | 851 | +849 | $107.1K | +$106.8K | 42450.0% |
| North Star Investment Management Corp. | 6,981 | +29 | $878.8K | -$106.8K | 0.4% |
| Persium Advisors, LLC | 7,463 | +85 | $939.4K | -$106.5K | 1.1% |
| Snowden Capital Advisors LLC | 5,789 | +1,387 | $728.8K | +$104.8K | 31.5% |
| Bleakley Financial Group, LLC | 11,914 | +603 | $1.5M | -$103.9K | 5.3% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 16,673 | +2,599 | $2.1M | +$103.6K | 18.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,032 | +2,191 | $1.6M | +$103.5K | 20.2% |
| Beacon Pointe Advisors, LLC | 10,632 | +470 | $1.3M | -$102.3K | 4.6% |
| Gallagher Capital Advisors, LLC | 2,713 | +21 | $341.5K | -$102.0K | 0.8% |
| HBW ADVISORY SERVICES LLC | 3,264 | +1,070 | $410.9K | +$99.8K | 48.8% |
| Triton Financial Group Inc | 9,966 | +423 | $1.3M | -$98.4K | 4.4% |
| Evercore Wealth Management, LLC | 6,229 | +12 | $784.1K | -$97.3K | 0.2% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,972 | +907 | $248.2K | +$97.3K | 85.2% |
| Accurate Wealth Management, LLC | 11,441 | +1,520 | $1.4M | -$96.2K | 15.3% |
| Parker Investment Management, LLC | 21,342 | +3,058 | $2.7M | +$94.4K | 16.7% |
| Stephens Consulting, LLC | 3,030 | +1,000 | $381.4K | +$93.6K | 49.3% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 3,087 | +972 | $388.6K | +$88.7K | 46.0% |
| Parallel Advisors, LLC | 6,409 | +94 | $806.8K | -$88.5K | 1.5% |
| TRED AVON FAMILY WEALTH, LLC | 4,715 | +1,134 | $593.5K | +$85.8K | 31.7% |
| Kendall Capital Management | 59,963 | +7,323 | $7.5M | +$85.4K | 13.9% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 11,182 | +1,852 | $1.4M | +$84.9K | 19.8% |
| Geneos Wealth Management Inc. | 9,856 | +512 | $1.2M | -$84.0K | 5.5% |
| Fulton Bank, N.A. | 18,334 | +2,637 | $2.3M | +$82.5K | 16.8% |
| Midwest Professional Planners, LTD. | 5,773 | +80 | $726.7K | -$80.5K | 1.4% |
| BROWN BROTHERS HARRIMAN & CO | 6,268 | +140 | $789.0K | -$79.8K | 2.3% |
| Simplify Asset Management Inc. | 3,712 | +965 | $467.3K | +$77.8K | 35.1% |
| Moors & Cabot, Inc. | 5,725 | +105 | $720.7K | -$76.0K | 1.9% |
| Apollon Wealth Management, LLC | 8,061 | +370 | $1.0M | -$75.7K | 4.8% |
| Savvy Advisors, Inc. | 4,807 | +1,049 | $605.1K | +$72.3K | 27.9% |
| Sarver Vrooman Wealth Advisors | 1,240 | +648 | $156.1K | +$72.2K | 109.5% |
| Aptus Capital Advisors, LLC | 8,353 | +1,438 | $1.1M | +$71.1K | 20.8% |
| Rydar Equities, Inc. | 3,016 | +9 | $379.6K | -$70.5K | 0.3% |
| JOHNSON INVESTMENT COUNSEL INC | 5,801 | +155 | $730.2K | -$70.2K | 2.7% |
| First Commonwealth Financial Corp /PA/ | 8,448 | +452 | $1.1M | -$70.2K | 5.7% |
| MN Wealth Advisors, LLC | 5,751 | +159 | $724.0K | -$68.9K | 2.8% |
| WealthPlan Investment Management, LLC | 10,450 | +690 | $1.3M | -$68.3K | 7.1% |
| Focus Partners Advisor Solutions, LLC | 7,628 | +1,355 | $960.3K | +$67.7K | 21.6% |
| McIlrath & Eck, LLC | 1,535 | +647 | $193.2K | +$67.3K | 72.9% |
| Wedmont Private Capital | 2,786 | +124 | $334.5K | -$67.1K | 4.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 10,621 | +725 | $1.3M | -$66.0K | 7.3% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4,961 | +92 | $624.5K | -$65.8K | 1.9% |
| West Wealth Group, LLC | 2,387 | +8 | $300.5K | -$65.2K | 0.3% |
| Smartleaf Asset Management LLC | 1,926 | +573 | $246.4K | +$65.2K | 42.4% |
| Global Retirement Partners, LLC | 5,208 | +1,039 | $655.6K | +$64.5K | 24.9% |
| Larson Financial Group LLC | 3,793 | +867 | $477.5K | +$62.7K | 29.6% |
| BXM Wealth LLC | 48,522 | +46,917 | $166.2K | -$61.4K | 2923.2% |
| KRS Capital Management, LLC | 3,914 | +9 | $492.7K | -$60.9K | 0.2% |
| KPP Advisory Services LLC | 3,814 | +6 | $480.1K | -$59.7K | 0.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,094 | +152 | $641.2K | -$59.4K | 3.1% |
| JOURNEY STRATEGIC WEALTH LLC | 4,090 | +45 | $514.8K | -$58.6K | 1.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | 191,570 | +21,883 | $24.1M | +$58.3K | 12.9% |
| HB Wealth Management, LLC | 11,399 | +868 | $1.4M | -$58.1K | 8.2% |
| Riverbend Wealth Management, LLC | 6,438 | +316 | $810.4K | -$57.6K | 5.2% |
| Orion Porfolio Solutions, LLC | 4,894 | +950 | $616.1K | +$57.0K | 24.1% |
| NOVEM GROUP | 3,637 | +10 | $457.9K | -$56.4K | 0.3% |
| GARRISON POINT ADVISORS, LLC | 5,909 | +267 | $743.8K | -$56.0K | 4.7% |
| HighPoint Advisor Group LLC | 9,148 | +1,412 | $1.2M | +$54.8K | 18.3% |
| Parcion Private Wealth LLC | 3,720 | +40 | $468.3K | -$53.4K | 1.1% |
| 3Chopt Investment Partners, LLC | 3,401 | +5 | $428.1K | -$53.3K | 0.1% |
| Stamos Capital Partners, L.P. | 21,636 | +2,052 | $2.7M | -$52.9K | 10.5% |
| Addison Advisors LLC | 3,309 | +10 | $416.5K | -$51.2K | 0.3% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 3,919 | +132 | $486.0K | -$50.9K | 3.5% |
| Cornerstone Select Advisors, LLC | 8,097 | +550 | $1.0M | -$50.7K | 7.3% |
| Demars Financial Group, LLC | 4,434 | +852 | $558.2K | +$50.3K | 23.8% |
| Violich Capital Management, Inc. | 8,488 | +600 | $1.1M | -$49.8K | 7.6% |
| SFMG, LLC | 5,601 | +979 | $705.1K | +$49.7K | 21.2% |
| Facet Wealth, Inc. | 2,113 | +33 | $247.9K | -$47.0K | 1.6% |
| Walleye Capital LLC | 160,947 | +18,366 | $20.3M | +$46.3K | 12.9% |
| JT Stratford LLC | 26,126 | +2,603 | $3.3M | -$46.1K | 11.1% |
| OFI INVEST ASSET MANAGEMENT | 9,862 | +1,482 | $1.1M | +$45.9K | 17.7% |
| Maridea Wealth Management LLC | 2,270 | +27 | $285.8K | -$45.9K | 1.2% |
| Allen Capital Group, LLC | 2,945 | +8 | $370.7K | -$45.7K | 0.3% |
| Sowell Financial Services LLC | 21,507 | +2,088 | $2.7M | -$45.6K | 10.8% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,732 | +5,556 | $5.9M | +$45.1K | 13.5% |
| Checchi Capital Advisers, LLC | 3,584 | +87 | $451.1K | -$44.7K | 2.5% |
| Veracity Capital LLC | 2,903 | +15 | $365.5K | -$44.0K | 0.5% |
| Quadcap Wealth Management, LLC | 5,742 | +332 | $723.7K | -$43.3K | 6.1% |
| TigerOak Management, L.L.C. | 2,452 | +579 | $308.7K | +$43.1K | 30.9% |
| Integrity Financial Corp /WA | 5,459 | +308 | $687.2K | -$43.1K | 6.0% |
| Orion Capital Management LLC | 3,281 | +65 | $413.0K | -$42.9K | 2.0% |
| HOWARD FINANCIAL SERVICES, LTD. | 2,443 | +567 | $307.5K | +$41.5K | 30.2% |
| Barnes Dennig Private Wealth Management LLC | 446 | +342 | $56.1K | +$41.4K | 328.8% |
| SteelPeak Wealth, LLC | 13,672 | +1,823 | $1.7M | +$41.2K | 15.4% |
| Gateway Wealth Partners, LLC | 2,641 | +6 | $332.4K | -$41.1K | 0.2% |
| 49 WEALTH MANAGEMENT, LLC | 7,438 | +564 | $559.4K | +$40.1K | 8.2% |
| Asset Management Group, Inc. | 2,543 | +8 | $320.1K | -$39.2K | 0.3% |
| ASSETMARK, INC | 7,917 | +622 | $996.6K | -$37.6K | 8.5% |
| UHLMANN PRICE SECURITIES, LLC | 2,416 | +8 | $304.2K | -$37.5K | 0.3% |
| Parisi Gray Wealth Management | 3,634 | +144 | $457.5K | -$37.3K | 4.1% |
| EASTERN BANK | 2,960 | +69 | $372.6K | -$37.3K | 2.4% |
| Professional Financial Advisors, LLC | 2,387 | +7 | $300.5K | -$36.9K | 0.3% |
| Advisor OS, LLC | 11,107 | +983 | $1.4M | -$36.9K | 9.7% |
| MONTGOMERY INVESTMENT MANAGEMENT INC | 2,386 | +8 | $300.3K | -$36.8K | 0.3% |
| Western Wealth Management, LLC | 2,281 | +2 | $287.2K | -$36.0K | 0.1% |
| Forum Financial Management, LP | 2,604 | +47 | $327.8K | -$34.7K | 1.8% |
| Redwood Financial Network Corp | 2,138 | +3 | $269.1K | -$33.6K | 0.1% |
| Onyx Bridge Wealth Group LLC | 2,112 | +1 | $265.9K | -$33.4K | 0.0% |
| Clearstead Trust, LLC | 574 | +297 | $72.2K | +$33.0K | 107.2% |
| IHT Wealth Management, LLC | 19,731 | +1,980 | $2.5M | -$32.8K | 11.2% |
| JB Capital LLC | 2,172 | +14 | $273.4K | -$32.6K | 0.6% |
| HUNTINGTON NATIONAL BANK | 4,878 | +772 | $614.0K | +$31.9K | 18.8% |
| LIBERTY WEALTH MANAGEMENT LLC | 2,045 | +6 | $257.4K | -$31.7K | 0.3% |
| BRADLEY FOSTER & SARGENT INC/CT | 2,843 | +99 | $357.9K | -$31.1K | 3.6% |
| Triumph Capital Management | 887 | +314 | $111.7K | +$30.4K | 54.8% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,057 | +19 | $258.9K | -$30.0K | 0.9% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 12,898 | +1,238 | $1.6M | -$29.4K | 10.6% |
| 180 WEALTH ADVISORS, LLC | 2,046 | +435 | $257.6K | +$29.2K | 27.0% |
| SeaCrest Wealth Management, LLC | 2,041 | +380 | $245.1K | -$28.2K | 22.9% |
| Quadrant Private Wealth Management, LLC | 1,758 | +4 | $221.3K | -$27.4K | 0.2% |
| FORTRESS FINANCIAL GROUP, LLC | 1,770 | +6 | $222.8K | -$27.3K | 0.3% |
| Greater Midwest Financial Group, LLC | 21,804 | +2,252 | $2.7M | -$27.3K | 11.5% |
| SP Asset Management LLC | 1,737 | +5 | $218.7K | -$26.8K | 0.3% |
| Vectors Research Management, LLC | 14,590 | +1,822 | $1.8M | +$26.5K | 14.3% |
| Ascent Group, LLC | 3,398 | +196 | $427.7K | -$26.2K | 6.1% |
| SG Americas Securities, LLC | 301,951 | +217,486 | $38.0K | +$26.0K | 257.5% |
| KINGSWOOD WEALTH ADVISORS, LLC | 18,429 | +1,884 | $2.3M | -$25.8K | 11.4% |
| LOM Asset Management Ltd | 465 | +200 | $58.5K | +$25.5K | 75.5% |
| Ausdal Financial Partners, Inc. | 2,048 | +51 | $257.7K | -$25.4K | 2.5% |
| HRT FINANCIAL LP | 233,807 | +203,040 | $29.4K | +$25.1K | 659.9% |
| Quarry LP | 192 | +190 | $24.2K | +$23.9K | 9500.0% |
| Willis Johnson & Associates, Inc. | 2,446 | +106 | $307.9K | -$23.8K | 4.5% |
| PRIVATE TRUST CO NA | 2,045 | +397 | $257.4K | +$23.8K | 24.1% |
| Jaffetilchin Investment Partners, LLC | 6,588 | +572 | $829.4K | -$23.6K | 9.5% |
| INTEGRITY ALLIANCE, LLC. | 1,879 | +373 | $236.6K | +$23.0K | 24.8% |
| One Capital Management, LLC | 2,121 | +77 | $267.0K | -$22.8K | 3.8% |
| Rossby Financial, LCC | 203 | +184 | $25.6K | +$22.7K | 968.4% |
| Eaton Financial Holdings Company, LLC | 4,836 | +382 | $608.8K | -$22.6K | 8.6% |
| Deseret Mutual Benefit Administrators | 1,488 | +325 | $187.3K | +$22.4K | 27.9% |
| Fifth Third Wealth Advisors LLC | 4,113 | +304 | $517.8K | -$22.3K | 8.0% |
| Aprio Wealth Management, LLC | 1,837 | +361 | $231.2K | +$22.0K | 24.4% |
| Murphy & Mullick Capital Management Corp | 1,394 | +74 | $175.5K | -$21.8K | 5.6% |
| GK Wealth Management LLC | 1,954 | +65 | $246.1K | -$21.8K | 3.4% |
| PRINCIPAL SECURITIES, INC. | 6,819 | +611 | $858.4K | -$21.7K | 9.8% |
| Fielder Capital Group LLC | 1,943 | +366 | $244.6K | +$21.0K | 23.2% |
| Rathbones Group PLC | 2,652 | +155 | $333.8K | -$20.2K | 6.2% |
| Sivia Capital Partners, LLC | 2,794 | +176 | $351.7K | -$19.4K | 6.7% |
| PFG Advisors | 1,950 | +356 | $245.4K | +$19.4K | 22.3% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,632 | +46 | $205.4K | -$19.4K | 2.9% |
| Crestwood Advisors Group, LLC | 3,315 | +239 | $417.2K | -$18.8K | 7.8% |
| Capstone Financial Advisors, Inc. | 1,831 | +77 | $230.5K | -$18.2K | 4.4% |
| Optivise Advisory Services LLC | 1,784 | +328 | $224.6K | +$18.2K | 22.5% |
| Apriem Advisors | 1,807 | +327 | $227.5K | +$17.6K | 22.1% |
| HARBOUR INVESTMENTS, INC. | 1,757 | +76 | $221.2K | -$17.1K | 4.5% |
| Waverly Advisors, LLC | 11,037 | +1,357 | $1.4M | +$17.0K | 14.0% |
| MCF Advisors LLC | 2,138 | +121 | $269.1K | -$16.8K | 6.0% |
| Colonial Trust Co / SC | 1,309 | +30 | $164.8K | -$16.5K | 2.3% |
| State of Wyoming | 2,567 | +172 | $323.1K | -$16.4K | 7.2% |
| Wealth Preservation Advisors, LLC | 1,113 | +9 | $140.1K | -$16.4K | 0.8% |
| Golden State Equity Partners | 2,061 | +342 | $259.4K | +$15.7K | 19.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 195,067 | +131,650 | $24.6K | +$15.6K | 207.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 958,908 | +181 | $120.7K | -$15.2K | 0.0% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 356 | +140 | $44.8K | +$14.2K | 64.8% |
| Johnson Financial Group, Inc. | 424 | +144 | $53.4K | +$13.7K | 51.4% |
| Cheviot Value Management, LLC | 286 | +1 | $33.5K | -$13.4K | 0.3% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,605 | +873 | $1.1M | -$13.0K | 11.3% |
| COLLECTIVE FAMILY OFFICE LLC | 3,394 | +470 | $427.2K | +$12.7K | 16.1% |
| EVOLUTION WEALTH MANAGEMENT INC. | 200 | +100 | $26.8K | +$12.6K | 100.0% |
| 1620 INVESTMENT ADVISORS, INC. | 1,088 | +206 | $137.0K | +$11.9K | 23.4% |
| Atlantic Union Bankshares Corp | 847 | +175 | $106.7K | +$11.4K | 26.0% |
| CoreCap Advisors, LLC | 2,096 | +156 | $263.8K | -$11.3K | 8.0% |
| Stratos Wealth Advisors, LLC | 4,351 | +561 | $547.8K | +$10.5K | 14.8% |
| MassMutual Private Wealth & Trust, FSB | 1,054 | +45 | $132.7K | -$10.4K | 4.5% |
| Parkside Financial Bank & Trust | 1,051 | +45 | $132.3K | -$10.3K | 4.5% |
| WealthCare Investment Partners, LLC | 1,619 | +169 | $206.9K | -$10.2K | 11.7% |
| Purus Wealth Management, LLC | 1,722 | +122 | $216.8K | -$10.1K | 7.6% |
| Prosperity Consulting Group, LLC | 4,432 | +427 | $557.9K | -$9.9K | 10.7% |
| ALPS ADVISORS INC | 6,850 | +835 | $862.3K | +$9.5K | 13.9% |
| Raleigh Capital Management Inc. | 977 | +42 | $123.0K | -$9.5K | 4.5% |
| HORIZON FINANCIAL SERVICES, LLC | 713 | +13 | $89.8K | -$9.5K | 1.9% |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 300 | +100 | $37.8K | +$9.4K | 50.0% |
| Sound Income Strategies, LLC | 487 | +54 | $58.7K | -$8.8K | 12.5% |
| Steigerwald, Gordon & Koch Inc. | 660 | +14 | $83.1K | -$8.5K | 2.2% |
| SBI Securities Co., Ltd. | 3,933 | +382 | $495.1K | -$8.3K | 10.8% |
| Avantax Planning Partners, Inc. | 3,141 | +295 | $395.3K | -$8.1K | 10.4% |
| DRIVE WEALTH MANAGEMENT, LLC | 2,012 | +282 | $253.2K | +$8.0K | 16.3% |
| Capital Investment Advisors, LLC | 1,765 | +141 | $222.2K | -$8.0K | 8.7% |
| DAYMARK WEALTH PARTNERS, LLC | 1,701 | +135 | $214.1K | -$7.9K | 8.6% |
| Handelsbanken Fonder AB | 231,009 | +79,765 | $29.1K | +$7.6K | 52.7% |
| GAMMA Investing LLC | 7,906 | +940 | $995.2K | +$7.6K | 13.5% |
| Triad Wealth Partners, LLC | 2,602 | +239 | $327.5K | -$7.5K | 10.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 465 | +1 | $58.6K | -$7.3K | 0.2% |
| Alphadyne Asset Management LP | 49,611 | +5,511 | $6.2M | -$7.0K | 12.5% |
| HBK Sorce Advisory LLC | 3,497 | +698 | $423.3K | -$6.9K | 24.9% |
| Marshall & Sterling Wealth Advisors Inc. | 93 | +57 | $11.7K | +$6.6K | 158.3% |
| Glen Eagle Advisors, LLC | 688 | +123 | $86.6K | +$6.5K | 21.8% |
| ACADIAN ASSET MANAGEMENT LLC | 309,843 | +80,297 | $39.0K | +$6.4K | 35.0% |
| MGO ONE SEVEN LLC | 16,903 | +1,849 | $2.1M | -$6.4K | 12.3% |
| Modern Wealth Management, LLC | 1,744 | +151 | $219.6K | -$6.3K | 9.5% |
| CYBER HORNET ETFs LLC | 828 | +49 | $104.2K | -$6.2K | 6.3% |
| IMG Wealth Management, Inc. | 79 | +51 | $9.9K | +$6.0K | 182.1% |
| PDS Planning, Inc | 1,729 | +153 | $217.6K | -$5.8K | 9.7% |
| CERTUITY, LLC | 1,863 | +248 | $234.6K | +$5.6K | 15.3% |
| SILVER OAK SECURITIES, INCORPORATED | 2,438 | +200 | $311.8K | -$5.4K | 8.9% |
| Cromwell Holdings LLC | 946 | +141 | $119.1K | +$5.0K | 17.5% |
| Janney Montgomery Scott LLC | 214,428 | +57,663 | $27.0K | +$4.8K | 36.8% |
| Bangor Savings Bank | 47 | +38 | $5.9K | +$4.6K | 422.2% |
| FINANCIAL CONSULATE, INC | 319 | +3 | $40.2K | -$4.6K | 0.9% |
| BI Asset Management Fondsmaeglerselskab A/S | 131,964 | +47,078 | $16.6K | +$4.6K | 55.5% |
| TRUST CO OF VERMONT | 528 | +91 | $66.5K | +$4.5K | 20.8% |
| Costello Asset Management, INC | 722 | +113 | $90.8K | +$4.5K | 18.6% |
| Hughes Financial Services, LLC | 337 | +9 | $42.4K | -$4.4K | 2.7% |
| M3 Advisory Group, LLC | 4,916 | +521 | $618.8K | -$4.2K | 11.8% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 255,017 | +345 | $32.1K | -$4.0K | 0.1% |
| REAP Financial Group, LLC | 339 | +10 | $42.7K | -$4.0K | 3.0% |
| American Capital Advisory, LLC | 154 | +43 | $19.4K | +$3.6K | 38.7% |
| CARY STREET PARTNERS FINANCIAL LLC | 2,036 | +203 | $256.3K | -$3.6K | 11.1% |
| Wilmington Savings Fund Society, FSB | 668 | +100 | $84.1K | +$3.6K | 17.6% |
| McAdam, LLC | 2,993 | +360 | $376.8K | +$3.5K | 13.7% |
| Westside Investment Management, Inc. | 310 | +14 | $39.2K | -$3.4K | 4.7% |
| Cullen/Frost Bankers, Inc. | 381 | +65 | $48.0K | +$3.2K | 20.6% |
| JFS WEALTH ADVISORS, LLC | 426 | +70 | $53.6K | +$3.2K | 19.7% |
| Fortitude Family Office, LLC | 376 | +62 | $47.3K | +$2.8K | 19.7% |
| ABNER HERRMAN & BROCK LLC | 157,683 | +77 | $19.8K | -$2.5K | 0.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,034 | +100 | $130.2K | -$2.3K | 10.7% |
| WealthCollab, LLC | 323 | +52 | $40.7K | +$2.2K | 19.2% |
| Treasurer of the State of North Carolina | 170,210 | +34,436 | $21.4K | +$2.2K | 25.4% |
| HighMark Wealth Management LLC | 95 | +25 | $12.0K | +$2.0K | 35.7% |
| WOLFF WIESE MAGANA LLC | 54 | +20 | $6.8K | +$2.0K | 58.8% |
| Olistico Wealth, LLC | 3,507 | +407 | $441.5K | +$2.0K | 13.1% |
| GGM Financials LLC | 127 | +1 | $15.9K | -$2.0K | 0.8% |
| Mn Services Vermogensbeheer B.V. | 123,812 | +1,612 | $15.6K | -$1.7K | 1.3% |
| Quent Capital, LLC | 510 | +69 | $64.2K | +$1.7K | 15.6% |
| SHIKIAR ASSET MANAGEMENT INC | 56,253 | +18,040 | $7.1K | +$1.7K | 47.2% |
| WPG Advisers, LLC | 152 | +6 | $19.1K | -$1.6K | 4.1% |
| Cambridge Investment Research Advisors, Inc. | 141,257 | +5,204 | $17.8K | -$1.5K | 3.8% |
| WealthPLAN Partners, LLC | 1,756 | +189 | $221.0K | -$1.1K | 12.1% |
| BIRINYI ASSOCIATES INC | 26,642 | +10,437 | $3.4K | +$1.1K | 64.4% |
| Achmea Investment Management B.V. | 76,017 | +1,221 | $9.6K | -$1.0K | 1.6% |
| Abound Wealth Management | 74 | +1 | $9.4K | -$1.0K | 1.4% |
| Legacy Bridge, LLC | 120 | +20 | $15.1K | +$929 | 20.0% |
| GREAT LAKES ADVISORS, LLC | 2,009 | +220 | $252.9K | -$734 | 12.3% |
| FOSTER & MOTLEY INC | 51,888 | +717 | $6.5K | -$722 | 1.4% |
| Brick & Kyle, Associates | 44,495 | +4 | $5.6K | -$707 | 0.0% |
| Bare Financial Services, Inc | 76 | +4 | $9.6K | -$640 | 5.5% |
| Bay Harbor Wealth Management, LLC | 23 | +7 | $2.9K | +$627 | 43.8% |
| Daiwa Securities Group Inc. | 50,636 | +1,441 | $6.4K | -$600 | 2.9% |
| Grove Bank & Trust | 97 | +7 | $12.2K | -$549 | 7.8% |
| Aspect Partners, LLC | 17 | +5 | $2.1K | +$439 | 41.7% |
| Bruce G. Allen Investments, LLC | 45 | +2 | $5.7K | -$431 | 4.7% |
| JTC Employer Solutions Trustee Ltd | 3,548 | +3,260 | $446 | +$405 | 1131.9% |
| High Note Wealth, LLC | 4 | +3 | $504 | +$362 | 300.0% |
| TEALWOOD ASSET MANAGEMENT INC | 20,410 | +73 | $2.6K | -$314 | 0.3% |
| Harel Insurance Investments & Financial Services Ltd. | 5,100 | +2,700 | $642 | +$303 | 112.5% |
| Gulf International Bank (UK) Ltd | 16,193 | +19 | $2.0K | -$255 | 0.1% |
| DiNuzzo Private Wealth, Inc. | 34 | +1 | $4.3K | +$253 | 3.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 15,501 | +49 | $2.0K | -$239 | 0.3% |
| Capital Markets Trading UK LLP | 8,690 | +2,392 | $1.1K | +$201 | 38.0% |
| BESSEMER GROUP INC | 4,271 | +1,821 | $538 | +$190 | 74.3% |
| Park Place Capital Corp | 15 | +3 | $1.9K | +$187 | 25.0% |
| Redwood Investment Management, LLC | 8,638 | +1 | $1.1K | -$137 | 0.0% |
| VAN ECK ASSOCIATES CORP | 9,150 | +1,796 | $1.2K | +$108 | 24.4% |
| Ilmarinen Mutual Pension Insurance Co | 74,401 | +9,000 | $9.4K | +$94 | 13.8% |
| Davis Capital Management | 3 | +1 | $378 | +$94 | 50.0% |
| DELPHI MANAGEMENT INC /MA/ | 11,583 | +816 | $1.5K | -$68 | 7.6% |
| Wealth Watch Advisors, INC | 39 | +4 | $4.9K | -$53 | 11.4% |
| GW&K Investment Management, LLC | 600 | +386 | $76 | +$46 | 180.4% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 650 | +370 | $82 | +$42 | 132.1% |
| AMALGAMATED BANK | 66,294 | +7,716 | $8.3K | +$40 | 13.2% |
| CIGNA INVESTMENTS INC /NEW | 3,080 | +75 | $388 | -$38 | 2.5% |
| PayPay Securities Corp | 7 | +1 | $881 | +$30 | 16.7% |
| Smithfield Trust Co | 328 | +158 | $41 | +$17 | 92.9% |
| Reynders McVeigh Capital Management, LLC | 2,308 | +150 | $291 | -$15 | 7.0% |
| Roble, Belko & Company, Inc | 120 | +100 | $15 | +$12 | 500.0% |
| CX Institutional | 2,988 | +389 | $376 | +$8 | 15.0% |
| WEDBUSH SECURITIES INC | 9,330 | +1,091 | $1.2K | +$6 | 13.2% |
| Coston, McIsaac & Partners | 248 | +1 | $31 | -$4 | 0.4% |
| VALLEY NATIONAL ADVISERS INC | 62 | +38 | $7 | +$4 | 158.3% |
| Covestor Ltd | 215 | +11 | $27 | -$2 | 5.4% |
| Ceeto Capital Group, LLC | 9,000 | +1,000 | $1.1K | -$1 | 12.5% |