13F QoQ Ownership Changes
DINO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 109 new · 222 added · 284 reduced · 82 exited
New Positions(109)
Added To(222)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 16,830,649 | +446,867 | $775.6M | -$82.0M | 2.7% |
| NFJ INVESTMENT GROUP, LLC | 1,873,541 | +1,737,318 | $86.3M | +$79.2M | 1275.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,364,158 | +48,103 | $293.3M | -$37.3M | 0.8% |
| STATE STREET CORP | 6,142,078 | +22,150 | $283.0M | -$37.3M | 0.4% |
| TWO SIGMA INVESTMENTS, LP | 840,556 | +738,207 | $38.7M | +$33.4M | 721.3% |
| VICTORY CAPITAL MANAGEMENT INC | 1,794,964 | +903,177 | $82.7M | +$32.4M | 101.3% |
| Squarepoint Ops LLC | 1,107,708 | +714,224 | $51.0M | +$30.4M | 181.5% |
| D. E. Shaw & Co., Inc. | 1,847,798 | +680,690 | $85.1M | +$24.1M | 58.3% |
| TWO SIGMA ADVISERS, LP | 535,800 | +505,800 | $24.7M | +$23.1M | 1686.0% |
| RENAISSANCE TECHNOLOGIES LLC | 1,418,447 | +608,472 | $65.4M | +$23.0M | 75.1% |
| SEI INVESTMENTS CO | 686,620 | +492,734 | $31.6M | +$21.5M | 254.1% |
| Point72 Asset Management, L.P. | 431,805 | +419,705 | $19.9M | +$19.3M | 3468.6% |
| PRUDENTIAL FINANCIAL INC | 610,467 | +427,281 | $28.1M | +$18.5M | 233.2% |
| Jump Financial, LLC | 415,695 | +401,729 | $19.2M | +$18.4M | 2876.5% |
| Bank of New York Mellon Corp | 1,987,992 | +583,390 | $91.6M | +$18.1M | 41.5% |
| Bridgewater Associates, LP | 461,375 | +365,038 | $21.3M | +$16.2M | 378.9% |
| Engineers Gate Manager LP | 544,252 | +338,345 | $25.1M | +$14.3M | 164.3% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1,780,339 | +474,926 | $82.0M | +$13.7M | 36.4% |
| AMERICAN CENTURY COMPANIES INC | 566,554 | +316,007 | $26.1M | +$13.0M | 126.1% |
| BANK OF AMERICA CORP /DE/ | 1,610,902 | +427,096 | $74.2M | +$12.3M | 36.1% |
| CITADEL ADVISORS LLC | 2,571,735 | +76,188 | $118.5M | -$12.1M | 3.0% |
| BNP PARIBAS FINANCIAL MARKETS | 725,528 | +306,938 | $33.4M | +$11.5M | 73.3% |
| Focus Partners Wealth | 257,505 | +241,308 | $11.9M | +$11.0M | 1489.8% |
| ENVESTNET ASSET MANAGEMENT INC | 352,944 | +238,610 | $16.3M | +$10.3M | 208.7% |
| FRANKLIN RESOURCES INC | 257,762 | +205,323 | $11.9M | +$9.1M | 391.5% |
| AMERIPRISE FINANCIAL INC | 629,597 | +239,758 | $29.0M | +$8.6M | 61.5% |
| JANE STREET GROUP, LLC | 1,584,871 | +26,287 | $73.0M | -$8.5M | 1.7% |
| MACQUARIE GROUP LTD | 498,736 | +204,448 | $23.0M | +$7.6M | 69.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,074,854 | +235,463 | $141.7M | -$6.9M | 8.3% |
| Assenagon Asset Management S.A. | 662,322 | +199,709 | $30.5M | +$6.3M | 43.2% |
| Campbell & CO Investment Adviser LLC | 157,757 | +138,524 | $7.3M | +$6.3M | 720.2% |
| Allianz Asset Management GmbH | 360,205 | +154,388 | $16.6M | +$5.8M | 75.0% |
| ALLIANCEBERNSTEIN L.P. | 1,317,520 | +266,912 | $60.7M | +$5.7M | 25.4% |
| Parallax Volatility Advisers, L.P. | 223,517 | +118,250 | $10.3M | +$4.8M | 112.3% |
| Ensign Peak Advisors, Inc | 152,571 | +109,007 | $7.0M | +$4.8M | 250.2% |
| Y-Intercept (Hong Kong) Ltd | 115,570 | +99,777 | $5.3M | +$4.5M | 631.8% |
| Horizon Investments, LLC | 82,938 | +82,737 | $3.8M | +$3.8M | 41162.7% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 622,693 | +66,824 | $32.9M | +$3.8M | 12.0% |
| WELLS FARGO & COMPANY/MN | 242,625 | +93,921 | $11.2M | +$3.4M | 63.1% |
| Entropy Technologies, LP | 109,968 | +73,502 | $5.1M | +$3.2M | 201.6% |
| Magnetar Financial LLC | 101,706 | +72,026 | $4.7M | +$3.1M | 242.7% |
| XTX Topco Ltd | 72,710 | +66,234 | $3.4M | +$3.0M | 1022.8% |
| Hillsdale Investment Management Inc. | 84,000 | +63,900 | $3.9M | +$2.8M | 317.9% |
| Ethic Inc. | 65,178 | +61,239 | $3.0M | +$2.8M | 1554.7% |
| Kingsview Wealth Management, LLC | 61,345 | +57,391 | $2.8M | +$2.6M | 1451.5% |
| CAXTON ASSOCIATES LLP | 82,382 | +55,473 | $3.8M | +$2.4M | 206.2% |
| INTECH INVESTMENT MANAGEMENT LLC | 68,202 | +49,397 | $3.1M | +$2.2M | 262.7% |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 358,527 | +1,815 | $16.5M | -$2.1M | 0.5% |
| GOLDMAN SACHS GROUP INC | 658,782 | +37,865 | $30.4M | -$2.1M | 6.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 106,568 | +51,040 | $4.9M | +$2.0M | 91.9% |
| FIRST TRUST ADVISORS LP | 396,604 | +84,715 | $18.3M | +$2.0M | 27.2% |
| MACKENZIE FINANCIAL CORP | 55,061 | +40,951 | $2.5M | +$1.8M | 290.2% |
| Swiss National Bank | 313,500 | +3,100 | $14.4M | -$1.8M | 1.0% |
| TRUIST FINANCIAL CORP | 47,701 | +39,956 | $2.2M | +$1.8M | 515.9% |
| California Public Employees Retirement System | 287,525 | +1,481 | $13.2M | -$1.7M | 0.5% |
| JPMORGAN CHASE & CO | 503,661 | +28,008 | $23.2M | -$1.7M | 5.9% |
| Gotham Asset Management, LLC | 736,999 | +57,211 | $34.0M | -$1.6M | 8.4% |
| Royal Bank of Canada | 140,355 | +4,080 | $6.5M | +$1.6M | 3.0% |
| Sterling Capital Management LLC | 48,002 | +33,193 | $2.2M | +$1.4M | 224.1% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 363,850 | +18,450 | $16.8M | -$1.3M | 5.3% |
| Weiss Asset Management LP | 36,948 | +29,330 | $1.7M | +$1.3M | 385.0% |
| Pacific Heights Asset Management LLC | 425,000 | +75,000 | $19.6M | +$1.3M | 21.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 97,021 | +33,754 | $4.5M | +$1.2M | 53.4% |
| Advisors Asset Management, Inc. | 157,500 | +722 | $7.3M | -$948.2K | 0.5% |
| Arkfeld Wealth Strategies, L.L.C. | 254,510 | +681 | $12.3M | -$858.1K | 0.3% |
| COMMERCE BANK | 34,909 | +20,152 | $1.6M | +$836.2K | 136.6% |
| Ruffer LLP | 102,340 | +27,465 | $4.7M | +$804.1K | 36.7% |
| Twin Tree Management, LP | 103,600 | +27,000 | $4.8M | +$764.6K | 35.2% |
| RBF Capital, LLC | 100,000 | +25,000 | $4.6M | +$682.5K | 33.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21,911 | +14,935 | $1.0M | +$644.5K | 214.1% |
| KLP KAPITALFORVALTNING AS | 107,700 | +600 | $5.0M | -$642.8K | 0.6% |
| MARTINGALE ASSET MANAGEMENT L P | 104,663 | +24,752 | $4.8M | +$640.3K | 31.0% |
| Mariner, LLC | 91,278 | +22,627 | $4.2M | +$615.3K | 33.0% |
| JONES FINANCIAL COMPANIES LLLP | 106,737 | +25,929 | $4.9M | +$614.6K | 32.1% |
| Allspring Global Investments Holdings, LLC | 25,703 | +13,599 | $1.2M | +$574.9K | 112.3% |
| Polymer Capital Management (US) LLC | 32,786 | +14,763 | $1.5M | +$567.5K | 81.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 73,018 | +18,982 | $3.4M | +$536.4K | 35.1% |
| Creative Planning | 92,000 | +1,053 | $4.2M | -$520.8K | 1.1% |
| Russell Investments Group, Ltd. | 389,962 | +56,169 | $18.0M | +$499.5K | 16.8% |
| ICON ADVISERS INC/CO | 175,300 | +11,700 | $8.1M | -$485.0K | 7.2% |
| Empowered Funds, LLC | 107,149 | +4,006 | $4.9M | -$461.1K | 3.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 181,568 | +12,928 | $8.4M | -$458.7K | 7.7% |
| HITE Hedge Asset Management LLC | 219,672 | +35,001 | $10.1M | +$456.8K | 18.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,034,020 | +131,929 | $47.6M | +$432.2K | 14.6% |
| Man Group plc | 314,262 | +44,879 | $14.5M | +$381.7K | 16.6% |
| Quantinno Capital Management LP | 77,093 | +16,383 | $3.6M | +$374.9K | 27.0% |
| Pathstone Holdings, LLC | 61,752 | +286 | $2.8M | -$371.6K | 0.5% |
| WHITTIER TRUST CO OF NEVADA INC | 110,226 | +530 | $5.3M | -$361.7K | 0.5% |
| Rafferty Asset Management, LLC | 92,645 | +4,607 | $4.3M | -$338.8K | 5.2% |
| Vident Advisory, LLC | 35,690 | +10,399 | $1.6M | +$320.9K | 41.1% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 55,231 | +756 | $2.5M | -$306.2K | 1.4% |
| IEQ CAPITAL, LLC | 363,118 | +37,648 | $16.7M | -$302.6K | 11.6% |
| CAPTRUST FINANCIAL ADVISORS | 57,486 | +12,257 | $2.6M | +$281.7K | 27.1% |
| Rockefeller Capital Management L.P. | 7,890 | +6,230 | $363.6K | +$276.8K | 375.3% |
| AMG National Trust Bank | 53,682 | +1,389 | $2.5M | -$263.3K | 2.6% |
| Vanguard Personalized Indexing Management, LLC | 41,672 | +560 | $1.9M | -$232.2K | 1.4% |
| GUGGENHEIM CAPITAL LLC | 69,633 | +4,071 | $3.2M | -$222.8K | 6.2% |
| OPPENHEIMER & CO INC | 38,587 | +672 | $1.8M | -$206.4K | 1.8% |
| Cerity Partners LLC | 180,340 | +25,297 | $8.3M | +$195.2K | 16.3% |
| Sumitomo Mitsui Trust Group, Inc. | 10,200 | +4,700 | $470.0K | +$182.1K | 85.5% |
| Global Retirement Partners, LLC | 7,464 | +4,212 | $343.9K | +$173.7K | 129.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 60,717 | +3,998 | $2.8M | -$170.8K | 7.0% |
| GF FUND MANAGEMENT CO. LTD. | 45,799 | +2,358 | $2.1M | -$163.3K | 5.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11,814 | +4,515 | $544.4K | +$162.4K | 61.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 19,774 | +5,466 | $911.2K | +$162.3K | 38.2% |
| QUADRANT CAPITAL GROUP LLC | 24,470 | +90 | $1.1M | -$148.5K | 0.4% |
| Federation des caisses Desjardins du Quebec | 32,026 | +6,664 | $1.5M | +$148.3K | 26.3% |
| STIFEL FINANCIAL CORP | 28,906 | +6,179 | $1.3M | +$142.4K | 27.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 102,128 | +5,120 | $4.9M | -$136.1K | 5.3% |
| Unison Advisors LLC | 23,315 | +218 | $1.1M | -$134.5K | 0.9% |
| Advisory Services Network, LLC | 24,230 | +328 | $1.1M | -$134.5K | 1.4% |
| US BANCORP \DE\ | 14,977 | +4,248 | $690.1K | +$128.6K | 39.6% |
| Callan Family Office, LLC | 11,482 | +3,759 | $529.1K | +$124.9K | 48.7% |
| AQR CAPITAL MANAGEMENT LLC | 4,359,370 | +523,709 | $200.9M | +$121.3K | 13.7% |
| PharVision Advisers, LLC | 7,793 | +3,238 | $359.1K | +$120.7K | 71.1% |
| Cadence Wealth Management LLC | 19,028 | +75 | $876.8K | -$115.2K | 0.4% |
| State of Wyoming | 12,998 | +3,725 | $598.9K | +$113.6K | 40.2% |
| Convergence Investment Partners, LLC | 32,977 | +6,082 | $1.5M | +$111.9K | 22.6% |
| HB Wealth Management, LLC | 15,804 | +4,019 | $728.3K | +$111.4K | 34.1% |
| Stratos Wealth Partners, LTD. | 21,440 | +601 | $988.0K | -$102.7K | 2.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,105 | +3,051 | $419.6K | +$102.7K | 50.4% |
| Raleigh Capital Management Inc. | 2,042 | +2,041 | $94.1K | +$94.0K | 204100.0% |
| RAYMOND JAMES FINANCIAL INC | 262,972 | +29,695 | $12.1M | -$91.9K | 12.7% |
| KENNEDY CAPITAL MANAGEMENT LLC | 473,389 | +54,880 | $21.8M | -$91.0K | 13.1% |
| Steward Partners Investment Advisory, LLC | 2,922 | +2,022 | $134.6K | +$87.5K | 224.7% |
| Ariadne Wealth Management, LP | 6,970 | +1,168 | $400.0K | +$86.5K | 20.1% |
| Chicago Partners Investment Group LLC | 6,457 | +1,636 | $322.8K | +$67.6K | 33.9% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 34,583 | +2,942 | $1.6M | -$62.5K | 9.3% |
| L2 Asset Management, LLC | 8,679 | +2,202 | $399.9K | +$60.9K | 34.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,312 | +1,408 | $106.5K | +$59.2K | 155.8% |
| Forum Financial Management, LP | 9,470 | +2 | $436.4K | -$59.2K | 0.0% |
| M&T Bank Corp | 23,582 | +1,703 | $1.1M | -$58.4K | 7.8% |
| EVOKE WEALTH, LLC | 8,264 | +36 | $380.8K | -$49.9K | 0.4% |
| Tidal Investments LLC | 52,481 | +7,222 | $2.4M | +$49.5K | 15.9% |
| NewEdge Advisors, LLC | 7,206 | +1,782 | $332.1K | +$48.2K | 32.9% |
| GAMMA Investing LLC | 7,653 | +24 | $352.6K | -$46.7K | 0.3% |
| TUDOR INVESTMENT CORP ET AL | 506,998 | +61,516 | $23.4M | +$45.9K | 13.8% |
| Kestra Investment Management, LLC | 12,881 | +676 | $593.6K | -$45.3K | 5.5% |
| Pictet Asset Management Holding SA | 23,151 | +1,906 | $1.1M | -$45.2K | 9.0% |
| RWC Asset Management LLP | 164,125 | +20,491 | $7.6M | +$45.1K | 14.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 29,955 | +4,441 | $1.4M | +$44.9K | 17.4% |
| Waverly Advisors, LLC | 8,994 | +1,905 | $414.4K | +$43.4K | 26.9% |
| HOLLENCREST CAPITAL MANAGEMENT | 6,139 | +16 | $282.9K | -$37.6K | 0.3% |
| GREENLEAF TRUST | 6,401 | +59 | $295.0K | -$37.0K | 0.9% |
| Voleon Capital Management LP | 70,036 | +7,696 | $3.2M | -$35.6K | 12.3% |
| RITHOLTZ WEALTH MANAGEMENT | 5,439 | +7 | $250.6K | -$33.7K | 0.1% |
| SIGNATUREFD, LLC | 5,578 | +55 | $257.0K | -$32.0K | 1.0% |
| NorthCrest Asset Manangement, LLC | 10,922 | +1,172 | $538.1K | +$31.3K | 12.0% |
| Allegiance Financial Group Advisory Services LLC | 4,954 | +12 | $228.3K | -$30.4K | 0.2% |
| NORDEN GROUP LLC | 4,871 | +3 | $224.5K | -$30.3K | 0.1% |
| EARNED WEALTH ADVISORS, LLC | 5,146 | +43 | $237.1K | -$30.0K | 0.8% |
| Fifth Third Wealth Advisors LLC | 4,744 | +10 | $218.6K | -$29.2K | 0.2% |
| SYM FINANCIAL Corp | 6,617 | +242 | $304.9K | -$28.8K | 3.8% |
| EXENCIAL WEALTH ADVISORS, LLC | 10,124 | +663 | $466.5K | -$28.7K | 7.0% |
| EverSource Wealth Advisors, LLC | 6,954 | +302 | $320.4K | -$27.7K | 4.5% |
| TD PRIVATE CLIENT WEALTH LLC | 4,420 | +5 | $203.7K | -$27.4K | 0.1% |
| IHT Wealth Management, LLC | 4,844 | +74 | $223.2K | -$26.5K | 1.6% |
| D.A. DAVIDSON & CO. | 5,791 | +210 | $266.9K | -$25.3K | 3.8% |
| Western Wealth Management, LLC | 4,794 | +94 | $220.9K | -$25.1K | 2.0% |
| Sequoia Financial Advisors, LLC | 14,593 | +2,216 | $672.5K | +$24.7K | 17.9% |
| First Eagle Investment Management, LLC | 4,591 | +100 | $211.6K | -$23.5K | 2.2% |
| PFG Investments, LLC | 6,402 | +1,157 | $295.0K | +$20.5K | 22.1% |
| MARSHALL WACE, LLP | 26,226 | +2,749 | $1.2M | -$20.3K | 11.7% |
| Tweedy, Browne Co LLC | 16,684 | +2,376 | $768.8K | +$19.9K | 16.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4,608 | +197 | $212.3K | -$18.5K | 4.5% |
| Parallel Advisors, LLC | 4,769 | +221 | $219.8K | -$18.3K | 4.8% |
| FIFTH THIRD BANCORP | 3,025 | +28 | $139.4K | -$17.5K | 0.9% |
| PFS Partners, LLC | 2,871 | +13 | $132.3K | -$17.3K | 0.5% |
| GATEWAY INVESTMENT ADVISERS LLC | 4,753 | +240 | $219.0K | -$17.2K | 5.3% |
| ASSETMARK, INC | 2,850 | +14 | $131.3K | -$17.1K | 0.5% |
| Meeder Advisory Services, Inc. | 5,351 | +345 | $246.6K | -$15.4K | 6.9% |
| Mitsubishi UFJ Trust & Banking Corp | 71,414 | +8,255 | $3.3M | -$15.0K | 13.1% |
| LSV ASSET MANAGEMENT | 3,399,427 | +129,934 | $156.6K | -$14.5K | 4.0% |
| VestGen Advisors, LLC | 5,267 | +370 | $242.7K | -$13.6K | 7.5% |
| ROTHSCHILD INVESTMENT LLC | 295 | +270 | $13.6K | +$12.3K | 1080.0% |
| WADDELL & ASSOCIATES, LLC | 5,893 | +472 | $271.5K | -$12.2K | 8.7% |
| Virtus Investment Advisers, LLC | 3,489 | +195 | $160.8K | -$11.6K | 5.9% |
| Summit Trail Advisors, LLC | 11,651 | +1,603 | $536.9K | +$11.0K | 15.9% |
| Ancora Advisors LLC | 350 | +231 | $16.1K | +$9.9K | 194.1% |
| UMB Bank, n.a. | 1,664 | +16 | $76.7K | -$9.6K | 1.0% |
| Moors & Cabot, Inc. | 5,700 | +500 | $262.7K | -$9.5K | 9.6% |
| HARBOUR INVESTMENTS, INC. | 2,457 | +126 | $113.2K | -$8.8K | 5.4% |
| JUNCTURE WEALTH STRATEGIES, LLC | 5,242 | +477 | $241.5K | -$7.8K | 10.0% |
| SG Americas Securities, LLC | 172,532 | +167,261 | $8.0K | +$7.7K | 3173.2% |
| Vise Technologies, Inc. | 4,721 | +676 | $217.6K | +$5.8K | 16.7% |
| Activest Wealth Management | 160 | +130 | $7.4K | +$5.8K | 433.3% |
| Cornerstone Planning Group LLC | 137 | +111 | $6.9K | +$5.6K | 426.9% |
| JFS WEALTH ADVISORS, LLC | 169 | +113 | $7.8K | +$4.9K | 201.8% |
| Krilogy Financial LLC | 18,455 | +1,362 | $910.8K | +$4.8K | 8.0% |
| Versant Capital Management, Inc | 751 | +11 | $34.6K | -$4.1K | 1.5% |
| VAN ECK ASSOCIATES CORP | 196,677 | +94,040 | $9.1K | +$3.7K | 91.6% |
| CIBC Private Wealth Group LLC | 117 | +77 | $5.4K | +$3.3K | 192.5% |
| Manchester Capital Management LLC | 566 | +9 | $26.1K | -$3.1K | 1.6% |
| BESSEMER GROUP INC | 63,281 | +61,848 | $2.9K | +$2.8K | 4316.0% |
| Root Financial Partners, LLC | 536 | +106 | $24.7K | +$2.2K | 24.6% |
| ACADIAN ASSET MANAGEMENT LLC | 558,624 | +99,475 | $25.7K | +$1.7K | 21.7% |
| Rossby Financial, LCC | 309 | +5 | $14.2K | -$1.6K | 1.6% |
| Bruce G. Allen Investments, LLC | 69 | +30 | $3.2K | +$1.1K | 76.9% |
| McIlrath & Eck, LLC | 190 | +2 | $8.7K | -$1.1K | 1.1% |
| HANTZ FINANCIAL SERVICES, INC. | 25,768 | +23,167 | $1.2K | +$1.1K | 890.7% |
| ALGERT GLOBAL LLC | 396,751 | +28,043 | $18.3K | -$1.0K | 7.6% |
| GSA CAPITAL PARTNERS LLP | 33,842 | +18,555 | $1.6K | +$759 | 121.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,430 | +13,436 | $711 | +$607 | 673.8% |
| Larson Financial Group LLC | 133 | +26 | $6.1K | +$529 | 24.3% |
| CANADA LIFE ASSURANCE Co | 100,391 | +2,476 | $4.6K | -$514 | 2.5% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 187,524 | +13,558 | $8.6K | -$464 | 7.8% |
| AMALGAMATED BANK | 73,049 | +43 | $3.4K | -$455 | 0.1% |
| CWM, LLC | 119,687 | +5,943 | $5.5K | -$438 | 5.2% |
| Janney Montgomery Scott LLC | 25,295 | +11,127 | $1.2K | +$424 | 78.5% |
| Fortitude Family Office, LLC | 151 | +10 | $7.0K | -$422 | 7.1% |
| Cambridge Investment Research Advisors, Inc. | 28,224 | +10,711 | $1.3K | +$384 | 61.2% |
| Bay Harbor Wealth Management, LLC | 20 | +8 | $921 | +$293 | 66.7% |
| Daiwa Securities Group Inc. | 17,300 | +6,200 | $797 | +$216 | 55.9% |
| Rialto Wealth Management, LLC | 51 | +4 | $2.4K | -$109 | 8.5% |
| Harvest Fund Management Co., Ltd | 6,989 | +2,718 | $322 | +$98 | 63.6% |
| DiNuzzo Private Wealth, Inc. | 36 | +5 | $1.7K | +$81 | 16.1% |
| Nicollet Investment Management, Inc. | 13,436 | +137 | $619 | -$77 | 1.0% |
| CX Institutional | 6,894 | +170 | $318 | -$34 | 2.5% |
| Valued Wealth Advisors LLC | 28 | +4 | $1.3K | +$34 | 16.7% |
| SJS Investment Consulting Inc. | 21 | +3 | $968 | +$25 | 16.7% |
| Distillate Capital Partners LLC | 2 | +1 | $92 | -$13 | 100.0% |
| Avion Wealth | 57 | +10 | $2 | $0 | 21.3% |