13F QoQ Ownership Changes
DGX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 161 new · 334 added · 536 reduced · 111 exited
New Positions(161)
Added To(334)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 14,392,082 | +140,450 | $2.50B | -$218.6M | 1.0% |
| EdgePoint Investment Group Inc. | 1,661,072 | +811,320 | $288.2M | +$126.3M | 95.5% |
| GOLDMAN SACHS GROUP INC | 1,762,663 | +698,947 | $305.9M | +$103.2M | 65.7% |
| UBS Group AG | 1,114,451 | +450,161 | $193.4M | +$66.8M | 67.8% |
| STATE STREET CORP | 5,382,547 | +158,617 | $934.0M | -$61.5M | 3.0% |
| CITADEL ADVISORS LLC | 504,936 | +277,122 | $87.6M | +$44.2M | 121.6% |
| JANE STREET GROUP, LLC | 402,034 | +237,077 | $69.8M | +$38.3M | 143.7% |
| Woodline Partners LP | 341,372 | +223,936 | $59.2M | +$36.9M | 190.7% |
| MORGAN STANLEY | 2,693,568 | +406,658 | $467.4M | +$31.6M | 17.8% |
| NORGES BANK | 1,322,663 | +27,338 | $229.5M | +$28.4M | 2.1% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 168,397 | +163,970 | $29.2M | +$28.4M | 3703.9% |
| DIMENSIONAL FUND ADVISORS LP | 1,931,548 | +24,038 | $335.2M | -$28.3M | 1.3% |
| Qube Research & Technologies Ltd | 733,456 | +203,656 | $127.3M | +$26.3M | 38.4% |
| ANTIPODES PARTNERS Ltd | 171,987 | +110,280 | $29.8M | +$18.1M | 178.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,816,060 | +69,660 | $315.1M | -$17.7M | 4.0% |
| Davis Selected Advisers | 1,589,883 | +228,271 | $275.9M | +$16.4M | 16.8% |
| BARCLAYS PLC | 356,401 | +105,269 | $64.0M | +$16.2M | 41.9% |
| CREDIT AGRICOLE S A | 152,308 | +95,477 | $26.4M | +$15.6M | 168.0% |
| AMERICAN CENTURY COMPANIES INC | 870,500 | +1,415 | $151.1M | -$14.6M | 0.2% |
| Man Group plc | 80,190 | +77,686 | $13.9M | +$13.4M | 3102.5% |
| LAZARD ASSET MANAGEMENT LLC | 75,834 | +72,228 | $13.2M | +$12.5M | 2003.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 751,054 | +4,003 | $130.3M | -$12.0M | 0.5% |
| Quantinno Capital Management LP | 269,597 | +76,083 | $46.8M | +$9.9M | 39.3% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 50,320 | +7,700 | $8.7M | +$8.7M | 18.1% |
| BANK OF NOVA SCOTIA | 66,462 | +50,471 | $11.5M | +$8.5M | 315.6% |
| CRAWFORD INVESTMENT COUNSEL INC | 496,499 | +2,067 | $86.2M | -$8.1M | 0.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,779 | +44,780 | $14.0M | +$7.2M | 124.4% |
| RAYMOND JAMES FINANCIAL INC | 463,282 | +5,245 | $80.4M | -$6.9M | 1.1% |
| NATIONAL BANK OF CANADA /FI/ | 99,792 | +43,270 | $17.3M | +$6.5M | 76.5% |
| DEUTSCHE BANK AG\ | 609,081 | +84,935 | $105.7M | +$5.8M | 16.2% |
| PATTON FUND MANAGEMENT, INC. | 32,039 | +30,772 | $5.6M | +$5.3M | 2428.7% |
| RHUMBLINE ADVISERS | 276,463 | +2,017 | $48.0M | -$4.3M | 0.7% |
| Amundi | 464,164 | +36,610 | $80.5M | +$4.3M | 8.6% |
| Candriam S.C.A. | 102,614 | +30,795 | $17.8M | +$4.1M | 42.9% |
| NUANCE INVESTMENTS, LLC | 55,556 | +25,349 | $9.6M | +$3.9M | 83.9% |
| California Public Employees Retirement System | 350,249 | +11,268 | $60.8M | -$3.8M | 3.3% |
| Gotham Asset Management, LLC | 79,395 | +24,701 | $13.8M | +$3.4M | 45.2% |
| Assenagon Asset Management S.A. | 24,949 | +19,361 | $4.3M | +$3.3M | 346.5% |
| Jefferies Financial Group Inc. | 41,119 | +19,683 | $7.1M | +$3.1M | 91.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 229,410 | +5,038 | $39.9M | -$2.9M | 2.2% |
| Empowered Funds, LLC | 24,995 | +16,639 | $4.3M | +$2.7M | 199.1% |
| Vestmark Advisory Solutions, Inc. | 16,876 | +15,741 | $2.9M | +$2.7M | 1386.9% |
| BNP PARIBAS FINANCIAL MARKETS | 228,057 | +6,487 | $39.6M | -$2.7M | 2.9% |
| Walleye Capital LLC | 42,379 | +17,601 | $7.4M | +$2.6M | 71.0% |
| AlphaQuest LLC | 22,173 | +15,704 | $3.8M | +$2.6M | 242.8% |
| Artemis Investment Management LLP | 460,725 | +29,084 | $79.9M | -$2.3M | 6.7% |
| Advisors Capital Management, LLC | 313,838 | +16,194 | $54.5M | -$2.3M | 5.4% |
| AQR CAPITAL MANAGEMENT LLC | 67,217 | +17,149 | $11.7M | +$2.2M | 34.3% |
| Korea Investment CORP | 44,829 | +15,000 | $7.8M | +$2.1M | 50.3% |
| STIFEL FINANCIAL CORP | 113,022 | +80 | $19.6M | -$1.9M | 0.1% |
| Brevan Howard Capital Management LP | 11,924 | +10,293 | $2.1M | +$1.8M | 631.1% |
| Campbell & CO Investment Adviser LLC | 15,898 | +10,609 | $2.8M | +$1.8M | 200.6% |
| FIL Ltd | 30,971 | +11,630 | $5.4M | +$1.7M | 60.1% |
| FIRST NATIONAL BANK OF OMAHA | 60,199 | +13,867 | $10.5M | +$1.6M | 29.9% |
| Midwest Trust Co | 95,500 | +927 | $16.6M | -$1.5M | 1.0% |
| Generali Asset Management SPA SGR | 19,922 | +8,924 | $3.5M | +$1.4M | 81.1% |
| Silvercrest Asset Management Group LLC | 112,251 | +2,910 | $19.5M | -$1.4M | 2.7% |
| Engineers Gate Manager LP | 14,526 | +7,979 | $2.5M | +$1.3M | 121.9% |
| AVIVA PLC | 94,857 | +1,852 | $16.5M | -$1.3M | 2.0% |
| CAPTRUST FINANCIAL ADVISORS | 25,317 | +8,136 | $4.4M | +$1.1M | 47.4% |
| Corient Private Wealth LLC | 165,729 | +139,582 | $6.0M | +$1.1M | 533.8% |
| HANCOCK WHITNEY CORP | 68,352 | +679 | $11.9M | -$1.0M | 1.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 63,531 | +218 | $11.1M | -$991.4K | 0.3% |
| CIBC WORLD MARKET INC. | 14,017 | +6,252 | $2.4M | +$952.5K | 80.5% |
| BANK OF MONTREAL /CAN/ | 217,384 | +14,782 | $37.7M | -$889.2K | 7.3% |
| Ransom Advisory, Ltd | 8,200 | +6,700 | $1.2M | +$886.2K | 446.7% |
| SIMPLEX TRADING, LLC | 4,958 | +4,147 | $860.4K | +$860.2K | 511.3% |
| DANSKE BANK A/S | 75,161 | +11,200 | $13.0M | +$853.0K | 17.5% |
| Callan Family Office, LLC | 7,233 | +4,924 | $1.3M | +$815.0K | 213.3% |
| Ethic Inc. | 20,391 | +5,967 | $3.5M | +$789.6K | 41.4% |
| TORONTO DOMINION BANK | 49,699 | +8,578 | $8.6M | +$787.4K | 20.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 97,627 | +4,805 | $16.9M | -$748.9K | 5.2% |
| Hilton Capital Management, LLC | 47,776 | +438 | $8.3M | -$731.3K | 0.9% |
| BLAIR WILLIAM & CO/IL | 103,375 | +5,457 | $17.9M | -$722.4K | 5.6% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 44,377 | +342 | $7.7M | -$691.5K | 0.8% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 19,562 | +5,362 | $3.4M | +$688.4K | 37.8% |
| MAVERICK CAPITAL LTD | 23,895 | +5,717 | $4.1M | +$682.1K | 31.4% |
| Federation des caisses Desjardins du Quebec | 8,957 | +4,356 | $1.6M | +$676.5K | 94.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 14,498 | +4,629 | $2.5M | +$635.0K | 46.9% |
| OPPENHEIMER & CO INC | 37,834 | +65 | $6.6M | -$632.7K | 0.2% |
| Mariner, LLC | 45,642 | +7,342 | $7.9M | +$619.5K | 19.2% |
| KLP KAPITALFORVALTNING AS | 39,403 | +300 | $6.8M | -$614.6K | 0.8% |
| Capital Wealth Planning, LLC | 36,610 | +117 | $6.4M | -$601.9K | 0.3% |
| HighTower Advisors, LLC | 41,347 | +597 | $7.2M | -$598.3K | 1.5% |
| Knights of Columbus Asset Advisors LLC | 46,079 | +1,110 | $8.0M | -$574.1K | 2.5% |
| ALLSTATE CORP | 8,688 | +3,786 | $1.5M | +$573.4K | 77.2% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 34,862 | +127 | $6.0M | -$570.1K | 0.4% |
| XTX Topco Ltd | 11,730 | +4,001 | $2.0M | +$562.5K | 51.8% |
| AlphaCore Capital LLC | 4,597 | +3,157 | $797.6K | +$523.2K | 219.2% |
| Oak Thistle LLC | 7,132 | +3,299 | $1.2M | +$507.1K | 86.1% |
| SGL Investment Advisors, Inc. | 28,499 | +450 | $5.5M | +$464.1K | 1.6% |
| Clean Yield Group | 26,681 | +24 | $4.6M | -$450.3K | 0.1% |
| Argent Trust Co | 29,859 | +355 | $5.2M | -$441.4K | 1.2% |
| CIBC Asset Management Inc | 92,129 | +10,478 | $16.0M | +$439.5K | 12.8% |
| Tidal Investments LLC | 6,892 | +2,826 | $1.2M | +$421.1K | 69.5% |
| Illinois Municipal Retirement Fund | 28,101 | +4,710 | $4.9M | +$418.5K | 20.1% |
| Crossmark Global Holdings, Inc. | 8,503 | +2,956 | $1.5M | +$418.4K | 53.3% |
| Cerity Partners LLC | 42,100 | +1,588 | $7.3M | -$415.4K | 3.9% |
| Palumbo Wealth Management LLC | 25,858 | +115 | $4.5M | -$411.5K | 0.4% |
| Caldwell Trust Co | 10,879 | +3,085 | $1.9M | +$402.5K | 39.6% |
| FineMark National Bank & Trust | 25,419 | +166 | $4.4M | -$401.8K | 0.7% |
| Siemens Fonds Invest GmbH | 6,188 | +2,576 | $1.1M | +$397.6K | 71.3% |
| MUFG Securities EMEA plc | 4,560 | +2,420 | $791.3K | +$383.5K | 113.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17,239 | +2,152 | $3.1M | +$380.6K | 14.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 19,780 | +3,735 | $3.4M | +$374.6K | 23.3% |
| Compound Planning, Inc. | 3,582 | +2,254 | $621.5K | +$368.4K | 169.7% |
| Blueshift Asset Management, LLC | 5,547 | +2,374 | $962.6K | +$357.9K | 74.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19,278 | +3,581 | $3.3M | +$353.6K | 22.8% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,659 | +2,178 | $634.9K | +$352.7K | 147.1% |
| Highview Capital Management LLC/DE/ | 8,818 | +2,613 | $1.5M | +$347.6K | 42.1% |
| Waterloo Capital, L.P. | 26,330 | +551 | $4.6M | -$343.9K | 2.1% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 2,736 | +1,974 | $474.8K | +$329.6K | 259.1% |
| Czech National Bank | 29,333 | +932 | $5.1M | -$322.5K | 3.3% |
| Investment Management Corp of Ontario | 7,497 | +2,305 | $1.3M | +$311.5K | 44.4% |
| Mirae Asset Global Investments Co., Ltd. | 20,733 | +3,449 | $3.6M | +$303.8K | 19.9% |
| DEAN INVESTMENT ASSOCIATES, LLC | 24,269 | +622 | $4.2M | -$295.2K | 2.6% |
| Occidental Asset Management, LLC | 26,921 | +881 | $4.7M | -$291.1K | 3.4% |
| Vise Technologies, Inc. | 3,808 | +1,855 | $660.8K | +$288.6K | 95.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,109 | +2,918 | $2.8M | +$281.5K | 22.1% |
| AE Wealth Management LLC | 4,947 | +1,870 | $858.5K | +$272.0K | 60.8% |
| NISA INVESTMENT ADVISORS, LLC | 18,297 | +247 | $3.2M | -$264.9K | 1.4% |
| OSTRUM ASSET MANAGEMENT | 32,171 | +1,536 | $5.6M | -$255.8K | 5.0% |
| USS Investment Management Ltd | 16,097 | +110 | $2.8M | -$254.8K | 0.7% |
| QRG CAPITAL MANAGEMENT, INC. | 19,376 | +419 | $3.4M | -$250.4K | 2.2% |
| Stablepoint Partners, LLC | 14,765 | +15 | $2.6M | -$249.0K | 0.1% |
| Concurrent Investment Advisors, LLC | 4,148 | +1,621 | $719.9K | +$238.3K | 64.1% |
| TKG Advisors, LLC | 14,686 | +90 | $2.5M | -$233.2K | 0.6% |
| Focus Partners Wealth | 153,982 | +12,625 | $26.7M | -$219.3K | 8.9% |
| OSSIAM | 2,423 | +1,364 | $420.5K | +$218.6K | 128.8% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 12,703 | +10 | $2.2M | -$214.7K | 0.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 14,440 | +211 | $2.5M | -$206.0K | 1.5% |
| ProShare Advisors LLC | 28,430 | +1,473 | $4.9M | -$204.0K | 5.5% |
| ING GROEP NV | 17,109 | +461 | $3.0M | -$203.9K | 2.8% |
| Horizon Investments, LLC | 14,977 | +288 | $2.6M | -$200.0K | 2.0% |
| IHT Wealth Management, LLC | 2,481 | +1,267 | $430.5K | +$199.1K | 104.4% |
| BankPlus Trust Department | 13,203 | +138 | $2.3M | -$198.8K | 1.1% |
| Global Retirement Partners, LLC | 1,944 | +1,214 | $337.3K | +$198.2K | 166.3% |
| PINNACLE ASSOCIATES LTD | 12,802 | +115 | $2.2M | -$196.4K | 0.9% |
| Atria Investments, Inc | 11,931 | +90 | $2.1M | -$186.3K | 0.8% |
| XPONANCE, INC. | 19,574 | +776 | $3.4M | -$185.8K | 4.1% |
| Sequoia Financial Advisors, LLC | 26,702 | +3,359 | $4.6M | +$184.8K | 14.4% |
| Generali Investments CEE, investicni spolecnost, a.s. | 6,000 | +1,500 | $1.0M | +$183.6K | 33.3% |
| HB Wealth Management, LLC | 11,292 | +58 | $2.0M | -$181.5K | 0.5% |
| Crestwood Advisors Group, LLC | 2,702 | +1,166 | $468.9K | +$176.1K | 75.9% |
| NewEdge Advisors, LLC | 13,510 | +298 | $2.3M | -$173.6K | 2.3% |
| ICW Investment Advisors LLC | 11,582 | +132 | $2.0M | -$172.3K | 1.1% |
| M&T Bank Corp | 14,974 | +2,218 | $2.6M | +$167.7K | 17.4% |
| TD Waterhouse Canada Inc. | 41,195 | +2,855 | $7.1M | +$160.8K | 7.4% |
| Arkadios Wealth Advisors | 6,245 | +1,377 | $1.1M | +$156.0K | 28.3% |
| Linden Thomas Advisory Services, LLC | 11,953 | +257 | $2.1M | -$154.8K | 2.2% |
| Somerset Trust Co | 9,111 | +29 | $1.6M | -$149.8K | 0.3% |
| Walleye Trading LLC | 9,541 | +83 | $1.7M | -$146.9K | 0.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 1,160 | +870 | $201.3K | +$146.0K | 300.0% |
| Riverwater Partners LLC | 15,741 | +2,160 | $2.7M | +$143.3K | 15.9% |
| Dean Capital Management | 12,478 | +382 | $2.2M | -$139.9K | 3.1% |
| Versant Capital Management, Inc | 2,113 | +892 | $366.7K | +$134.0K | 73.0% |
| ASSETMARK, INC | 9,979 | +191 | $1.7M | -$133.8K | 1.9% |
| Baker Avenue Asset Management, LP | 2,099 | +834 | $364.2K | +$123.2K | 65.9% |
| BAR HARBOR WEALTH MANAGEMENT | 17,508 | +926 | $3.0M | -$122.0K | 5.6% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9,509 | +245 | $1.7M | -$115.4K | 2.6% |
| Ironsides Asset Advisors, LLC | 2,250 | +795 | $390.4K | +$113.1K | 54.6% |
| MGO ONE SEVEN LLC | 9,166 | +233 | $1.6M | -$111.9K | 2.6% |
| B. Metzler seel. Sohn & Co. AG | 8,036 | +1,305 | $1.4M | +$111.7K | 19.4% |
| BROWN ADVISORY INC | 7,287 | +71 | $1.3M | -$110.7K | 1.0% |
| Wealthspire Advisors, LLC | 3,865 | +905 | $670.7K | +$106.6K | 30.6% |
| Clearstead Advisors, LLC | 1,836 | +717 | $318.6K | +$105.3K | 64.1% |
| Byrne Asset Management LLC | 6,928 | +71 | $1.2M | -$104.6K | 1.0% |
| YANKCOM Partnership | 6,246 | +20 | $1.1M | -$102.7K | 0.3% |
| Arjuna Capital | 9,463 | +328 | $1.6M | -$98.8K | 3.6% |
| Dynasty Wealth Management, LLC | 10,159 | +411 | $1.8M | -$94.9K | 4.2% |
| Inscription Capital, LLC | 1,883 | +664 | $326.8K | +$94.4K | 54.5% |
| Rice Partnership, LLC | 24,524 | +2,684 | $4.3M | +$93.4K | 12.3% |
| SYON CAPITAL LLC | 4,067 | +836 | $705.8K | +$90.0K | 25.9% |
| Fairvoy Private Wealth, LLC | 2,762 | +718 | $479.3K | +$89.7K | 35.1% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2,363 | +666 | $410.0K | +$86.5K | 39.2% |
| Great Lakes Retirement, Inc. | 9,423 | +393 | $1.6M | -$85.7K | 4.3% |
| HUB Investment Partners, LLC | 1,939 | +623 | $336.5K | +$85.7K | 47.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,806 | +252 | $1.4M | -$85.1K | 3.3% |
| TCW GROUP INC | 28,708 | +2,131 | $5.0M | -$83.3K | 8.0% |
| GREENLEAF TRUST | 3,735 | +765 | $648.1K | +$82.1K | 25.8% |
| Interchange Capital Partners, LLC | 1,742 | +585 | $302.2K | +$81.8K | 50.6% |
| World Investment Advisors | 2,733 | +100 | $420.0K | -$81.8K | 3.8% |
| Marion Wealth Management | 13,500 | +1,082 | $2.4M | +$77.0K | 8.7% |
| Diversify Advisory Services, LLC | 3,325 | +213 | $630.1K | +$73.6K | 6.8% |
| HighPoint Advisor Group LLC | 7,236 | +271 | $1.3M | -$71.8K | 3.9% |
| Venture Visionary Partners LLC | 4,279 | +15 | $742.7K | -$70.1K | 0.3% |
| Sowell Financial Services LLC | 4,055 | +10 | $703.6K | -$67.3K | 0.2% |
| Net Worth Advisory Group | 5,055 | +798 | $877.1K | +$65.8K | 18.7% |
| BURNEY CO/ | 3,873 | +4 | $672.2K | -$65.2K | 0.1% |
| Ashton Thomas Private Wealth, LLC | 8,964 | +473 | $1.6M | -$62.7K | 5.6% |
| DNB Asset Management AS | 22,529 | +1,696 | $3.9M | -$60.9K | 8.1% |
| Independent Advisor Alliance | 4,298 | +66 | $745.8K | -$60.7K | 1.6% |
| Forum Financial Management, LP | 3,557 | +1 | $617.2K | -$60.6K | 0.0% |
| Quarry LP | 644 | +365 | $111.8K | +$58.6K | 130.8% |
| Fulton Bank, N.A. | 4,180 | +68 | $725.4K | -$58.3K | 1.6% |
| Greenspring Advisors, LLC | 2,442 | +524 | $423.8K | +$58.2K | 27.3% |
| JONES FINANCIAL COMPANIES LLLP | 5,004 | +717 | $868.3K | +$57.9K | 16.7% |
| Lebenthal Global Advisors, LLC | 5,197 | +163 | $901.9K | -$57.5K | 3.2% |
| Waverly Advisors, LLC | 4,727 | +712 | $820.3K | +$55.1K | 17.7% |
| Parallel Advisors, LLC | 3,383 | +21 | $587.2K | -$53.6K | 0.6% |
| PERSONAL CFO SOLUTIONS, LLC | 3,063 | +7 | $531.6K | -$50.9K | 0.2% |
| Red Door Wealth Management, LLC | 3,027 | +4 | $525.3K | -$50.8K | 0.1% |
| Beacon Pointe Advisors, LLC | 2,998 | +534 | $520.2K | +$50.6K | 21.7% |
| Capital Investment Advisors, LLC | 2,996 | +2 | $519.9K | -$50.6K | 0.1% |
| Apollon Wealth Management, LLC | 7,110 | +376 | $1.2M | -$49.5K | 5.6% |
| AXQ CAPITAL, LP | 2,550 | +485 | $442.5K | +$49.0K | 23.5% |
| First Eagle Investment Management, LLC | 3,935 | +100 | $682.8K | -$48.0K | 2.6% |
| First National Advisers, LLC | 13,828 | +1,482 | $2.4M | +$46.7K | 12.0% |
| Swedbank AB | 93,468 | +8,605 | $16.2M | +$46.3K | 10.1% |
| Advisory Services Network, LLC | 3,518 | +80 | $610.5K | -$44.6K | 2.3% |
| STRS OHIO | 2,670 | +5 | $463.3K | -$44.6K | 0.2% |
| Prestige Wealth Management Group LLC | 336 | +280 | $55.0K | +$44.3K | 500.0% |
| Meeder Advisory Services, Inc. | 3,505 | +82 | $608.1K | -$44.1K | 2.4% |
| AGP FRANKLIN, LLC | 7,950 | +486 | $1.4M | -$42.9K | 6.5% |
| FIRST AMERICAN BANK | 3,383 | +90 | $587.1K | -$40.5K | 2.7% |
| Ancora Advisors LLC | 381 | +244 | $66.0K | +$39.9K | 178.1% |
| CERTUITY, LLC | 1,559 | +348 | $270.5K | +$39.7K | 28.7% |
| ALPS ADVISORS INC | 2,513 | +18 | $436.1K | -$39.4K | 0.7% |
| PROFUND ADVISORS LLC | 1,810 | +366 | $314.1K | +$38.9K | 25.3% |
| Genesee Capital Advisors, LLC | 2,386 | +9 | $414.1K | -$38.8K | 0.4% |
| Moors & Cabot, Inc. | 2,664 | +439 | $462.2K | +$38.2K | 19.7% |
| NEOS Investment Management LLC | 2,362 | +11 | $409.9K | -$38.2K | 0.5% |
| INVESTMENT HOUSE LLC | 2,503 | +28 | $434.3K | -$37.3K | 1.1% |
| Allspring Global Investments Holdings, LLC | 16,312 | +537 | $2.8M | -$37.3K | 3.4% |
| MML INVESTORS SERVICES, LLC | 8,819 | +597 | $1.5M | -$36.6K | 7.3% |
| Norinchukin Bank, The | 6,728 | +413 | $1.2M | -$36.0K | 6.5% |
| Sigma Planning Corp | 4,804 | +225 | $837.5K | -$35.1K | 4.9% |
| Crestmont Private Wealth LLC | 4,607 | +229 | $799.5K | -$34.9K | 5.2% |
| Optimize Financial Inc | 2,343 | +32 | $406.6K | -$33.8K | 1.4% |
| QUADRANT CAPITAL GROUP LLC | 2,273 | +28 | $394.4K | -$33.4K | 1.2% |
| Northwest & Ethical Investments L.P. | 6,549 | +411 | $1.1M | -$33.3K | 6.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,233 | +115 | $561.0K | -$33.2K | 3.7% |
| ACADIAN ASSET MANAGEMENT LLC | 190,975 | +188,181 | $33.1K | +$32.6K | 6735.2% |
| Silver Lake Advisory, LLC | 1,951 | +8 | $338.6K | -$31.7K | 0.4% |
| PFG Investments, LLC | 1,873 | +6 | $325.1K | -$30.8K | 0.3% |
| Truvestments Capital LLC | 1,839 | +5 | $319.1K | -$30.5K | 0.3% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3,777 | +180 | $655.4K | -$30.1K | 5.0% |
| SUMMITRY LLC | 1,974 | +334 | $342.5K | +$30.0K | 20.4% |
| Smartleaf Asset Management LLC | 1,142 | +236 | $200.5K | +$29.3K | 26.0% |
| Kennebec Savings Bank | 3,562 | +166 | $618.1K | -$29.1K | 4.9% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 3,930 | +199 | $682.0K | -$29.1K | 5.3% |
| &PARTNERS | 111,102 | +10,088 | $19.3M | -$28.6K | 10.0% |
| TECTONIC ADVISORS LLC | 3,482 | +162 | $604.3K | -$28.5K | 4.9% |
| Florida Trust Wealth Management Co | 4,196 | +226 | $728.1K | -$28.5K | 5.7% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 19,402 | +1,881 | $3.4M | +$27.7K | 10.7% |
| Hilltop Holdings Inc. | 1,698 | +10 | $294.5K | -$27.2K | 0.6% |
| SG Americas Securities, LLC | 179,653 | +157,031 | $31.2K | +$26.9K | 694.1% |
| Gratus Wealth Advisors, LLC | 2,082 | +51 | $361.3K | -$25.8K | 2.5% |
| Envestnet Portfolio Solutions, Inc. | 4,551 | +274 | $789.7K | -$25.5K | 6.4% |
| Princeton Global Asset Management LLC | 574 | +182 | $99.6K | +$25.0K | 46.4% |
| Gryphon Financial Partners LLC | 1,824 | +32 | $316.6K | -$24.9K | 1.8% |
| Centurion Wealth Management LLC | 1,461 | +1 | $253.5K | -$24.7K | 0.1% |
| BENJAMIN EDWARDS INC | 7,428 | +537 | $1.3M | -$24.3K | 7.8% |
| True North Advisors, LLC | 1,568 | +14 | $272.1K | -$24.1K | 0.9% |
| TIAA TRUST, NATIONAL ASSOCIATION | 1,574 | +15 | $273.1K | -$24.0K | 1.0% |
| CHOREO, LLC | 3,234 | +132 | $567.5K | -$23.6K | 4.3% |
| Retirement Planning Co of New England, Inc. | 1,411 | +5 | $244.8K | -$23.2K | 0.3% |
| Werlinich Asset Management, LLC | 3,030 | +120 | $531.7K | -$22.9K | 4.1% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,188 | +77 | $379.7K | -$22.6K | 3.6% |
| Savvy Advisors, Inc. | 3,124 | +169 | $542.2K | -$21.0K | 5.7% |
| Howard Capital Management Inc. | 1,261 | +4 | $218.8K | -$20.7K | 0.3% |
| LAKE STREET PRIVATE WEALTH, LLC | 1,168 | +3 | $202.7K | -$19.3K | 0.3% |
| Willis Johnson & Associates, Inc. | 1,200 | +7 | $208.2K | -$19.1K | 0.6% |
| Merit Financial Group, LLC | 6,569 | +685 | $1.1M | +$18.7K | 11.6% |
| SWMG, LLC | 1,730 | +30 | $329.9K | +$18.4K | 1.8% |
| MEEDER ASSET MANAGEMENT INC | 141 | +108 | $24.5K | +$18.2K | 327.3% |
| Hennion & Walsh Asset Management, Inc. | 7,283 | +744 | $1.3M | +$17.6K | 11.4% |
| BCS Private Wealth Management, Inc. | 2,015 | +90 | $349.7K | -$17.2K | 4.7% |
| TOTH FINANCIAL ADVISORY CORP | 29,552 | +2,731 | $5.1M | +$16.7K | 10.2% |
| Zhang Financial LLC | 1,309 | +31 | $227.2K | -$16.4K | 2.4% |
| Dakota Community Bank & Trust NA | 1,476 | +54 | $256.1K | -$14.9K | 3.8% |
| State of Wyoming | 201 | +95 | $34.9K | +$14.7K | 89.6% |
| Fielder Capital Group LLC | 1,168 | +28 | $202.6K | -$14.6K | 2.5% |
| Larson Financial Group LLC | 455 | +117 | $79.0K | +$14.5K | 34.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,387 | +50 | $240.7K | -$14.2K | 3.7% |
| HARBOR INVESTMENT ADVISORY, LLC | 156 | +83 | $27.1K | +$13.2K | 113.7% |
| BROWN BROTHERS HARRIMAN & CO | 706 | +130 | $122.5K | +$12.7K | 22.6% |
| JFS WEALTH ADVISORS, LLC | 150 | +80 | $26.0K | +$12.7K | 114.3% |
| ORG Partners LLC | 211 | +84 | $36.6K | +$12.3K | 66.1% |
| Cornerstone Planning Group LLC | 67 | +63 | $12.3K | +$12.2K | 1575.0% |
| NorthCrest Asset Manangement, LLC | 1,995 | +25 | $346.2K | -$12.1K | 1.3% |
| D.A. DAVIDSON & CO. | 2,289 | +255 | $397.2K | +$9.6K | 12.5% |
| Perigon Wealth Management, LLC | 1,346 | +71 | $233.5K | -$9.5K | 5.6% |
| Mutual Advisors, LLC | 1,318 | +18 | $228.7K | -$9.5K | 1.4% |
| Checchi Capital Advisers, LLC | 1,326 | +70 | $230.1K | -$9.3K | 5.6% |
| HUNTINGTON NATIONAL BANK | 6,483 | +532 | $1.1M | -$9.2K | 8.9% |
| ELEVATION WEALTH PARTNERS, LLC | 85 | +53 | $14.8K | +$8.7K | 165.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,994 | +404 | $866.7K | -$8.2K | 8.8% |
| Snowden Capital Advisors LLC | 1,816 | +200 | $315.1K | +$7.2K | 12.4% |
| Koshinski Asset Management, Inc. | 1,978 | +142 | $343.2K | -$6.7K | 7.7% |
| Wiser Advisor Group LLC | 338 | +1 | $58.7K | -$5.5K | 0.3% |
| SBI Securities Co., Ltd. | 348 | +4 | $60.4K | -$5.2K | 1.2% |
| SJS Investment Consulting Inc. | 272 | +1 | $47.2K | -$4.4K | 0.4% |
| Transamerica Financial Advisors, LLC | 634 | +35 | $110.1K | -$4.0K | 5.8% |
| Dunhill Financial, LLC | 263 | +3 | $45.6K | -$4.0K | 1.1% |
| MJT & Associates Financial Advisory Group, Inc. | 44 | +24 | $7.6K | +$3.8K | 120.0% |
| GTS SECURITIES LLC | 1,270 | +97 | $220.4K | -$3.2K | 8.3% |
| First Pacific Financial | 177 | +1 | $30.7K | -$2.9K | 0.6% |
| Mowery & Schoenfeld Wealth Management, LLC | 69 | +19 | $12.0K | +$2.4K | 38.0% |
| SouthState Corp | 19 | +13 | $3.3K | +$2.2K | 216.7% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 64 | +17 | $11.1K | +$2.1K | 36.2% |
| iA Global Asset Management Inc. | 11,451 | +11,365 | $2.0K | +$2.0K | 13215.1% |
| Bruce G. Allen Investments, LLC | 210 | +29 | $36.4K | +$1.9K | 16.0% |
| CBIZ Investment Advisory Services, LLC | 44 | +13 | $7.6K | +$1.7K | 41.9% |
| Sound Income Strategies, LLC | 76 | +6 | $14.4K | +$1.7K | 8.6% |
| CYBER HORNET ETFs LLC | 320 | +20 | $55.5K | -$1.6K | 6.7% |
| Abound Wealth Management | 98 | +1 | $17.0K | -$1.5K | 1.0% |
| Thrivent Financial for Lutherans | 17,938 | +7,851 | $3.1K | +$1.2K | 77.8% |
| Cullen/Frost Bankers, Inc. | 90 | +14 | $15.7K | +$1.2K | 18.4% |
| TD Capital Management LLC | 63 | +1 | $10.9K | -$1.0K | 1.6% |
| Bay Harbor Wealth Management, LLC | 15 | +6 | $2.6K | +$887 | 66.7% |
| Silicon Valley Capital Partners | 47 | +1 | $8.1K | -$756 | 2.2% |
| Mn Services Vermogensbeheer B.V. | 42,366 | +521 | $7.4K | -$623 | 1.2% |
| Summit Financial, LLC | 2,189 | +199 | $379.8K | +$451 | 10.0% |
| VAN ECK ASSOCIATES CORP | 25,977 | +174 | $4.5K | -$410 | 0.7% |
| Aspect Partners, LLC | 14 | +3 | $2.4K | +$334 | 27.3% |
| Hughes Financial Services, LLC | 5 | +2 | $868 | +$315 | 66.7% |
| Golden State Wealth Management, LLC | 81 | +6 | $14.1K | -$238 | 8.0% |
| Janney Montgomery Scott LLC | 21,923 | +760 | $3.8K | -$229 | 3.6% |
| APPLETON PARTNERS INC/MA | 20,982 | +733 | $3.6K | -$218 | 3.6% |
| Parkside Financial Bank & Trust | 178 | +17 | $30.9K | +$204 | 10.6% |
| Daiwa Securities Group Inc. | 18,105 | +564 | $3.1K | -$201 | 3.2% |
| Rialto Wealth Management, LLC | 11 | +2 | $1.9K | +$193 | 22.2% |
| FIRST HORIZON CORP | 190 | +18 | $33.0K | +$191 | 10.5% |
| CSM Advisors, LLC | 88,713 | +7,044 | $15.4K | -$170 | 8.6% |
| Cambridge Investment Research Advisors, Inc. | 13,466 | +550 | $2.3K | -$124 | 4.3% |
| Root Financial Partners, LLC | 398 | +35 | $69.1K | -$116 | 9.6% |
| BI Asset Management Fondsmaeglerselskab A/S | 9,042 | +219 | $1.6K | -$112 | 2.5% |
| PARK AVENUE SECURITIES LLC | 6,007 | +45 | $1.0K | -$94 | 0.8% |
| HARBOR CAPITAL ADVISORS, INC. | 3,140 | +12 | $545 | -$51 | 0.4% |
| Covestor Ltd | 1,158 | +324 | $201 | +$42 | 38.8% |
| HAZLETT, BURT & WATSON, INC. | 60 | +27 | $11 | +$5 | 81.8% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 84 | +4 | $14 | -$1 | 5.0% |
| GW&K Investment Management, LLC | 102 | +8 | $18 | $0 | 8.5% |