13F QoQ Ownership Changes
DOCU Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 122 new · 247 added · 411 reduced · 143 exited
New Positions(122)
Added To(247)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital World Investors | 5,815,804 | +1,603,900 | $397.8M | +$94.2M | 38.1% |
| AMERIPRISE FINANCIAL INC | 2,576,451 | +975,277 | $176.2M | +$60.9M | 60.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,001,132 | +946,512 | $205.3M | +$57.2M | 46.1% |
| MARSHALL WACE, LLP | 888,411 | +835,388 | $60.8M | +$56.9M | 1575.5% |
| FEDERATED HERMES, INC. | 965,377 | +734,853 | $66.0M | +$49.4M | 318.8% |
| Squarepoint Ops LLC | 1,357,698 | +568,019 | $92.9M | +$35.9M | 71.9% |
| Allianz Asset Management GmbH | 735,737 | +534,633 | $50.3M | +$35.8M | 265.8% |
| PANAGORA ASSET MANAGEMENT INC | 517,795 | +511,495 | $35.4M | +$35.0M | 8119.0% |
| NORGES BANK | 2,730,922 | +284,819 | $186.8M | +$34.9M | 11.6% |
| Quantinno Capital Management LP | 1,059,028 | +510,038 | $72.4M | +$32.9M | 92.9% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 830,209 | +494,972 | $56.8M | +$32.6M | 147.6% |
| AQR CAPITAL MANAGEMENT LLC | 1,386,866 | +512,981 | $94.9M | +$31.9M | 58.7% |
| Walleye Trading LLC | 1,138,941 | +465,704 | $77.9M | +$29.4M | 69.2% |
| Vinva Investment Management Ltd | 568,858 | +422,088 | $39.9M | +$27.4M | 287.6% |
| VICTORY CAPITAL MANAGEMENT INC | 1,466,877 | +430,647 | $100.3M | +$25.6M | 41.5% |
| Walleye Capital LLC | 391,870 | +367,284 | $26.8M | +$25.0M | 1493.9% |
| STATE STREET CORP | 8,193,805 | +77,008 | $560.5M | -$24.7M | 0.9% |
| TWO SIGMA ADVISERS, LP | 305,300 | +296,200 | $20.9M | +$20.2M | 3254.9% |
| Robeco Institutional Asset Management B.V. | 514,279 | +299,934 | $35.2M | +$19.7M | 139.9% |
| Man Group plc | 736,620 | +300,688 | $50.4M | +$19.0M | 69.0% |
| Alyeska Investment Group, L.P. | 1,328,600 | +324,456 | $90.9M | +$18.5M | 32.3% |
| Amundi | 866,358 | +298,626 | $59.3M | +$18.3M | 52.6% |
| Bridgewater Associates, LP | 656,869 | +253,727 | $44.9M | +$15.9M | 62.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,084,463 | +18,873 | $278.7M | -$13.6M | 0.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 181,200 | +159,400 | $12.4M | +$10.8M | 731.2% |
| Qube Research & Technologies Ltd | 206,165 | +144,765 | $14.1M | +$9.7M | 235.8% |
| CAPITAL FUND MANAGEMENT S.A. | 405,920 | +151,904 | $27.8M | +$9.5M | 59.8% |
| Fiera Capital Corp | 673,688 | +163,798 | $46.1M | +$9.3M | 32.1% |
| BNP PARIBAS FINANCIAL MARKETS | 299,312 | +141,724 | $20.5M | +$9.1M | 89.9% |
| BANK OF AMERICA CORP /DE/ | 967,362 | +172,526 | $66.2M | +$8.9M | 21.7% |
| TWO SIGMA INVESTMENTS, LP | 177,777 | +112,366 | $12.2M | +$7.4M | 171.8% |
| XTX Topco Ltd | 140,997 | +108,241 | $9.6M | +$7.3M | 330.4% |
| CapWealth Advisors, LLC | 182,409 | +102,045 | $12.8M | +$7.0M | 127.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 773,066 | +43,285 | $53.4M | -$6.5M | 5.9% |
| APG Asset Management N.V. | 111,106 | +104,073 | $6.5M | +$6.0M | 1479.8% |
| Assenagon Asset Management S.A. | 674,047 | +116,350 | $46.1M | +$5.9M | 20.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,343,613 | +251,639 | $228.7M | +$5.8M | 8.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 86,307 | +82,891 | $5.9M | +$5.7M | 2426.6% |
| CITIGROUP INC | 233,932 | +85,691 | $16.0M | +$5.3M | 57.8% |
| FMR LLC | 1,722,101 | +14,572 | $117.8M | -$5.3M | 0.8% |
| Russell Investments Group, Ltd. | 239,295 | +87,450 | $16.4M | +$5.3M | 57.6% |
| BANK OF NOVA SCOTIA | 74,946 | +71,856 | $5.1M | +$4.9M | 2325.4% |
| NORDEA INVESTMENT MANAGEMENT AB | 1,198,634 | +43,810 | $82.5M | -$4.8M | 3.8% |
| IEQ CAPITAL, LLC | 98,893 | +69,133 | $6.8M | +$4.6M | 232.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 197,399 | +69,570 | $13.5M | +$4.3M | 54.4% |
| Alberta Investment Management Corp | 72,000 | +59,800 | $4.9M | +$4.0M | 490.2% |
| DIMENSIONAL FUND ADVISORS LP | 1,020,449 | +3,735 | $69.8M | -$3.6M | 0.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 355,990 | +65,789 | $24.4M | +$3.5M | 22.7% |
| VIRTUS ADVISERS, LLC | 59,787 | +45,158 | $4.5M | +$3.4M | 308.7% |
| IFM Investors Pty Ltd | 37,102 | +701 | $2.5K | -$3.0M | 1.9% |
| National Pension Service | 61,797 | +40,072 | $4.2M | +$2.7M | 184.4% |
| LAZARD ASSET MANAGEMENT LLC | 191,147 | +46,544 | $13.1M | +$2.7M | 32.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 157,275 | +42,931 | $10.8M | +$2.5M | 37.5% |
| NATIONAL BANK OF CANADA /FI/ | 39,015 | +35,526 | $2.7M | +$2.4M | 1018.2% |
| Trexquant Investment LP | 262,256 | +45,874 | $17.9M | +$2.3M | 21.2% |
| Empowered Funds, LLC | 176,898 | +40,430 | $12.1M | +$2.3M | 29.6% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 305,315 | +47,000 | $20.9M | +$2.3M | 18.2% |
| WELLS FARGO & COMPANY/MN | 413,424 | +51,407 | $28.3M | +$2.2M | 14.2% |
| MACKENZIE FINANCIAL CORP | 54,030 | +31,434 | $3.7M | +$2.1M | 139.1% |
| Focus Partners Wealth | 45,774 | +30,440 | $3.1M | +$2.0M | 198.5% |
| ZACKS INVESTMENT MANAGEMENT | 49,891 | +28,135 | $3.4M | +$1.8M | 129.3% |
| Versor Investments LP | 38,800 | +27,444 | $2.7M | +$1.8M | 241.7% |
| Brevan Howard Capital Management LP | 47,243 | +27,769 | $3.2M | +$1.8M | 142.6% |
| Skandinaviska Enskilda Banken AB (publ) | 102,182 | +26,581 | $7.0M | +$1.5M | 35.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,574,662 | +61,160 | $107.7M | -$1.4M | 4.0% |
| Tidal Investments LLC | 42,134 | +20,337 | $2.9M | +$1.3M | 93.3% |
| Y-Intercept (Hong Kong) Ltd | 26,384 | +19,473 | $1.8M | +$1.3M | 281.8% |
| California Public Employees Retirement System | 371,792 | +1,850 | $25.4M | -$1.2M | 0.5% |
| Caprock Group, LLC | 32,671 | +19,185 | $2.2M | +$1.2M | 142.3% |
| Creative Planning | 47,278 | +17,073 | $3.2M | +$1.1M | 56.5% |
| Entropy Technologies, LP | 43,845 | +16,493 | $3.0M | +$1.0M | 60.3% |
| 1832 Asset Management L.P. | 40,674 | +16,227 | $2.8M | +$1.0M | 66.4% |
| Prospera Financial Services Inc | 19,210 | +13,982 | $1.3M | +$937.1K | 267.4% |
| Mariner, LLC | 46,469 | +15,300 | $3.2M | +$933.6K | 49.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 65,594 | +16,250 | $4.5M | +$929.4K | 32.9% |
| Rockefeller Capital Management L.P. | 238,114 | +24,842 | $16.3M | +$912.2K | 11.6% |
| SEI INVESTMENTS CO | 82,688 | +16,585 | $5.7M | +$890.5K | 25.1% |
| Elo Mutual Pension Insurance Co | 36,045 | +12,313 | $2.5M | +$754.6K | 51.9% |
| SIRIOS CAPITAL MANAGEMENT L P | 45,089 | +10,797 | $3.1M | +$612.0K | 31.5% |
| Kera Capital Partners, Inc. | 16,556 | +12,859 | $869.9K | +$603.3K | 347.8% |
| Inscription Capital, LLC | 16,738 | +9,020 | $1.1M | +$588.5K | 116.9% |
| LPL Financial LLC | 169,425 | +1,207 | $11.6M | -$538.2K | 0.7% |
| ALLSTATE CORP | 15,736 | +8,043 | $1.1M | +$521.8K | 104.5% |
| Silver Lake Advisory, LLC | 50,617 | +9,015 | $3.5M | +$463.1K | 21.7% |
| FORSTA AP-FONDEN | 134,900 | +1,000 | $9.2M | -$425.7K | 0.7% |
| Ameritas Advisory Services, LLC | 6,099 | +5,956 | $417.2K | +$406.9K | 4165.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 201,728 | +25,317 | $13.1M | +$364.6K | 14.3% |
| SYON CAPITAL LLC | 199,888 | +5,309 | $13.7M | -$354.9K | 2.7% |
| Westbourne Investment Advisors, Inc. | 58,522 | +7,877 | $4.0M | +$351.9K | 15.6% |
| NewEdge Wealth, LLC | 17,622 | +5,508 | $1.2M | +$346.5K | 45.5% |
| AlphaQuest LLC | 5,501 | +5,062 | $376.3K | +$344.6K | 1153.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 35,625 | +6,583 | $2.4M | +$343.1K | 22.7% |
| Crossmark Global Holdings, Inc. | 64,548 | +6,900 | $4.4M | +$259.2K | 12.0% |
| AZZAD ASSET MANAGEMENT INC /ADV | 12,903 | +4,242 | $882.5K | +$258.2K | 49.0% |
| State of Wyoming | 14,147 | +4,223 | $967.7K | +$252.2K | 42.5% |
| Board of the Pension Protection Fund | 24,000 | +4,700 | $1.6M | +$250.3K | 24.4% |
| Investment Management Corp of Ontario | 13,611 | +4,147 | $931.0K | +$248.7K | 43.8% |
| JANUS HENDERSON GROUP PLC | 18,580 | +4,376 | $1.3M | +$246.9K | 30.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 162,778 | +4,926 | $11.1M | -$245.5K | 3.1% |
| Versant Capital Management, Inc | 7,098 | +3,659 | $485.5K | +$237.6K | 106.4% |
| Lansforsakringar Fondforvaltning AB (publ) | 64,318 | +116 | $4.4M | -$229.0K | 0.2% |
| Ethic Inc. | 7,893 | +3,348 | $539.9K | +$212.2K | 73.7% |
| Virtus Investment Advisers, LLC | 26,979 | +4,187 | $1.8M | +$202.3K | 18.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 2,831 | +2,772 | $193.6K | +$189.4K | 4698.3% |
| Retirement Systems of Alabama | 544,473 | +25,367 | $37.2M | -$180.4K | 4.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,373 | +2,879 | $504.3K | +$180.3K | 64.1% |
| ODDO BHF ASSET MANAGEMENT SAS | 12,933 | +2,893 | $884.6K | +$160.8K | 28.8% |
| JONES FINANCIAL COMPANIES LLLP | 20,743 | +5,261 | $1.4M | +$156.7K | 34.0% |
| M&T Bank Corp | 8,058 | +2,581 | $551.2K | +$156.2K | 47.1% |
| ROTHSCHILD INVESTMENT LLC | 2,415 | +2,277 | $165.2K | +$155.2K | 1650.0% |
| Cerity Partners LLC | 117,703 | +8,101 | $8.1M | +$149.7K | 7.4% |
| PAR CAPITAL MANAGEMENT INC | 5,300 | +2,300 | $362.5K | +$146.3K | 76.7% |
| OAK FAMILY ADVISORS, LLC | 102,390 | +3,320 | $7.0M | -$138.5K | 3.4% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 5,425 | +2,073 | $371.1K | +$129.4K | 61.8% |
| Pallas Capital Advisors LLC | 6,722 | +2,049 | $459.8K | +$122.9K | 43.8% |
| Vident Advisory, LLC | 46,373 | +702 | $3.2M | -$120.5K | 1.5% |
| Lifestyle Asset Management, Inc. | 20,148 | +2,652 | $1.4M | +$116.9K | 15.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 10,335 | +2,106 | $706.9K | +$113.7K | 25.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,884 | +1,806 | $402.5K | +$108.5K | 44.3% |
| HighTower Advisors, LLC | 40,353 | +612 | $2.8M | -$104.8K | 1.5% |
| NISA INVESTMENT ADVISORS, LLC | 7,556 | +1,840 | $516.8K | +$104.8K | 32.2% |
| Focus Partners Advisor Solutions, LLC | 6,011 | +1,601 | $411.2K | +$101.9K | 36.3% |
| CERTUITY, LLC | 7,403 | +1,785 | $506.4K | +$101.4K | 31.8% |
| PRUDENTIAL PLC | 8,729 | +1,764 | $597.1K | +$95.0K | 25.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 36,384 | +1,298 | $2.5M | -$93.4K | 3.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,015 | +3,261 | $2.7M | +$91.1K | 9.1% |
| Aberdeen Group plc | 123,918 | +7,581 | $8.5M | +$89.3K | 6.5% |
| Wealthspire Advisors, LLC | 8,220 | +1,600 | $562.2K | +$85.0K | 24.2% |
| Summit Trail Advisors, LLC | 35,435 | +2,991 | $2.4M | +$84.9K | 9.2% |
| MARTINGALE ASSET MANAGEMENT L P | 35,696 | +683 | $2.4M | -$82.5K | 1.9% |
| Chicago Partners Investment Group LLC | 7,463 | +246 | $428.8K | -$81.4K | 3.4% |
| Washington Trust Advisors, Inc. | 25,796 | +196 | $1.8M | -$81.1K | 0.8% |
| Truvestments Capital LLC | 6,056 | +1,345 | $414.2K | +$74.6K | 28.6% |
| AVIVA PLC | 176,684 | +9,965 | $12.1M | +$66.4K | 6.0% |
| Corient Private Wealth LLC | 102,998 | +74,122 | $2.0M | -$65.8K | 256.7% |
| PRUDENTIAL FINANCIAL INC | 33,366 | +2,616 | $2.3M | +$65.5K | 8.5% |
| Aaron Wealth Advisors LLC | 15,803 | +1,704 | $1.1M | +$64.5K | 12.1% |
| PINNACLE ASSOCIATES LTD | 4,790 | +1,097 | $327.6K | +$61.4K | 29.7% |
| SAGE RHINO CAPITAL LLC | 16,768 | +38 | $1.1M | -$59.1K | 0.2% |
| AMG National Trust Bank | 15,106 | +12 | $1.0M | -$54.9K | 0.1% |
| Kestra Investment Management, LLC | 14,733 | +54 | $1.0M | -$50.5K | 0.4% |
| GraniteShares Advisors LLC | 6,986 | +1,007 | $477.8K | +$46.8K | 16.8% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5,031 | +63 | $344.1K | -$40.2K | 1.3% |
| Merit Financial Group, LLC | 16,940 | +1,392 | $1.2M | +$37.8K | 8.9% |
| Sterling Capital Management LLC | 3,990 | +725 | $272.9K | +$37.5K | 22.2% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 98,215 | +4,513 | $6.7M | -$37.1K | 4.8% |
| MAI Capital Management | 11,161 | +65 | $763.4K | -$36.5K | 0.6% |
| ACADIAN ASSET MANAGEMENT LLC | 679,191 | +516,966 | $46.4K | +$34.8K | 318.7% |
| Rakuten Securities, Inc. | 1,538 | +552 | $105.2K | +$34.1K | 56.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,550 | +525 | $106.0K | +$32.1K | 51.2% |
| Palogic Value Management, L.P. | 6,412 | +773 | $438.6K | +$32.1K | 13.7% |
| SBI Securities Co., Ltd. | 8,750 | +19 | $598.5K | -$30.9K | 0.2% |
| CIBC Private Wealth Group LLC | 854 | +460 | $58.4K | +$30.0K | 116.8% |
| Resonant Capital Advisors, LLC | 18,483 | +533 | $1.3M | -$29.8K | 3.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 561 | +424 | $38.4K | +$28.5K | 309.5% |
| U.S. Capital Wealth Advisors, LLC | 3,589 | +541 | $245.5K | +$25.8K | 17.7% |
| J. Safra Sarasin Holding AG | 11,401 | +939 | $779.8K | +$25.6K | 9.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,140 | +859 | $693.6K | +$24.5K | 9.3% |
| Sequoia Financial Advisors, LLC | 4,544 | +570 | $310.8K | +$24.3K | 14.3% |
| Mission Creek Capital Partners, Inc. | 22,364 | +822 | $1.5M | -$23.3K | 3.8% |
| PRINCIPAL SECURITIES, INC. | 11,694 | +912 | $799.9K | +$22.6K | 8.4% |
| Motley Fool Asset Management LLC | 6,581 | +31 | $450.1K | -$22.1K | 0.5% |
| Fifth Third Wealth Advisors LLC | 5,805 | +5 | $397.1K | -$21.1K | 0.1% |
| EVOLUTION WEALTH MANAGEMENT INC. | 612 | +306 | $43.0K | +$20.9K | 100.0% |
| Itau Unibanco Holding S.A. | 864 | +326 | $59.1K | +$20.3K | 60.6% |
| Farther Finance Advisors, LLC | 9,684 | +768 | $662.4K | +$19.6K | 8.6% |
| CIBC Asset Management Inc | 9,087 | +196 | $621.6K | -$19.4K | 2.2% |
| FRED ALGER MANAGEMENT, LLC | 4,272 | +467 | $292.2K | +$17.9K | 12.3% |
| HARBOUR INVESTMENTS, INC. | 797 | +288 | $54.5K | +$17.8K | 56.6% |
| STRS OHIO | 4,811 | +8 | $329.1K | -$17.2K | 0.2% |
| CHOREO, LLC | 7,220 | +70 | $498.8K | -$16.7K | 1.0% |
| ALPS ADVISORS INC | 5,747 | +63 | $393.1K | -$16.7K | 1.1% |
| EverSource Wealth Advisors, LLC | 1,536 | +307 | $105.1K | +$16.5K | 25.0% |
| SG Americas Securities, LLC | 238,010 | +226,076 | $16.3K | +$15.4K | 1894.4% |
| Vise Technologies, Inc. | 3,501 | +393 | $239.5K | +$15.4K | 12.6% |
| Vontobel Holding Ltd. | 6,801 | +142 | $465.2K | -$14.9K | 2.1% |
| True Wealth Design, LLC | 433 | +222 | $29.6K | +$14.4K | 105.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 416,176 | +204,451 | $28.5K | +$13.3K | 96.6% |
| L2 Asset Management, LLC | 13,594 | +514 | $929.9K | -$13.1K | 3.9% |
| PFG Investments, LLC | 4,659 | +402 | $318.7K | +$11.8K | 9.4% |
| Cullen/Frost Bankers, Inc. | 358 | +163 | $24.5K | +$10.4K | 83.6% |
| MGO ONE SEVEN LLC | 3,592 | +55 | $245.7K | -$9.3K | 1.6% |
| SILVER OAK SECURITIES, INCORPORATED | 3,232 | +7 | $223.3K | -$9.2K | 0.2% |
| MJT & Associates Financial Advisory Group, Inc. | 160 | +132 | $10.9K | +$8.9K | 471.4% |
| NewEdge Advisors, LLC | 10,696 | +662 | $731.6K | +$8.3K | 6.6% |
| Dorsey & Whitney Trust CO LLC | 3,493 | +73 | $238.9K | -$7.6K | 2.1% |
| Essex Financial Services, Inc. | 6,334 | +424 | $433.2K | +$7.2K | 7.2% |
| Garden State Investment Advisory Services LLC | 3,087 | +59 | $211.2K | -$7.1K | 1.9% |
| Salomon & Ludwin, LLC | 199 | +106 | $12.8K | +$6.3K | 114.0% |
| Kestra Advisory Services, LLC | 10,444 | +447 | $714.4K | -$6.3K | 4.5% |
| Bell Investment Advisors, Inc | 141 | +94 | $9.6K | +$6.3K | 200.0% |
| PNC Financial Services Group, Inc. | 6,789 | +267 | $464.4K | -$5.8K | 4.1% |
| Miracle Mile Advisors, LLC | 3,325 | +247 | $227.4K | +$5.5K | 8.0% |
| Geneos Wealth Management Inc. | 2,441 | +51 | $167.0K | -$5.3K | 2.1% |
| JOURNEY STRATEGIC WEALTH LLC | 4,470 | +155 | $305.7K | -$5.3K | 3.6% |
| Ballentine Partners, LLC | 3,529 | +254 | $241.4K | +$5.3K | 7.8% |
| ORG Partners LLC | 86 | +76 | $5.9K | +$5.2K | 760.0% |
| Manchester Capital Management LLC | 75 | +72 | $5.1K | +$4.9K | 2400.0% |
| Hurley Capital, LLC | 73 | +71 | $5.0K | +$4.8K | 3550.0% |
| TD Waterhouse Canada Inc. | 590 | +70 | $40.4K | +$4.5K | 13.5% |
| Green Alpha Advisors, LLC | 9,933 | +448 | $679.4K | -$4.4K | 4.7% |
| Marquette Asset Management, LLC | 109 | +63 | $7.5K | +$4.1K | 136.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | 3,235 | +112 | $221.3K | -$3.9K | 3.6% |
| Global Retirement Partners, LLC | 2,885 | +200 | $197.3K | +$3.8K | 7.4% |
| Park Square Financial Group, LLC | 159 | +12 | $14.3K | +$3.7K | 8.2% |
| Parallel Advisors, LLC | 2,143 | +158 | $146.6K | +$3.5K | 8.0% |
| Activest Wealth Management | 48 | +47 | $3.3K | +$3.2K | 4700.0% |
| WHITTIER TRUST CO OF NEVADA INC | 1,159 | +118 | $75.6K | +$3.0K | 11.3% |
| Mirae Asset Global Investments Co., Ltd. | 5,282 | +310 | $361.3K | +$2.9K | 6.2% |
| CWM, LLC | 47,290 | +28,511 | $3.2K | +$1.9K | 151.8% |
| Clearstead Trust, LLC | 63 | +24 | $4.3K | +$1.5K | 61.5% |
| Rossby Financial, LCC | 2,103 | +38 | $143.8K | +$1.4K | 1.8% |
| CENTAURUS FINANCIAL, INC. | 25,217 | +19,635 | $1.7K | +$1.3K | 351.8% |
| JFS WEALTH ADVISORS, LLC | 35 | +17 | $2.4K | +$1.1K | 94.4% |
| Transamerica Financial Advisors, LLC | 40 | +16 | $2.7K | +$1.0K | 66.7% |
| SIGNATUREFD, LLC | 1,221 | +49 | $83.5K | -$973 | 4.2% |
| Beacon Pointe Advisors, LLC | 3,409 | +163 | $233.2K | -$838 | 5.0% |
| ELEVATION WEALTH PARTNERS, LLC | 115 | +17 | $7.9K | +$801 | 17.3% |
| Physician Wealth Advisors, Inc. | 18 | +12 | $1.2K | +$799 | 200.0% |
| PRIVATE TRUST CO NA | 672 | +25 | $46.0K | -$677 | 3.9% |
| SJS Investment Consulting Inc. | 619 | +23 | $42.3K | -$627 | 3.9% |
| Sound Income Strategies, LLC | 21 | +13 | $1.2K | +$620 | 162.5% |
| Parkside Financial Bank & Trust | 195 | +18 | $13.3K | +$578 | 10.2% |
| Ancora Advisors LLC | 400 | +15 | $27.4K | -$395 | 3.9% |
| Daiwa Securities Group Inc. | 33,833 | +7,200 | $2.3K | +$394 | 27.0% |
| Ilmarinen Mutual Pension Insurance Co | 45,597 | +7,500 | $3.1K | +$373 | 19.7% |
| AMALGAMATED BANK | 98,187 | +831 | $6.7K | -$302 | 0.8% |
| North Star Investment Management Corp. | 431 | +18 | $29.5K | -$293 | 4.3% |
| FARMERS & MERCHANTS INVESTMENTS INC | 177 | +5 | $12.1K | -$292 | 2.9% |
| Root Financial Partners, LLC | 169 | +5 | $11.6K | -$263 | 3.0% |
| Handelsbanken Fonder AB | 57,000 | +6,500 | $3.9K | +$258 | 12.9% |
| Turning Point Benefit Group, Inc. | 43 | +4 | $2.9K | +$252 | 10.3% |
| Blue Trust, Inc. | 1,133 | +61 | $77.5K | +$216 | 5.7% |
| Vestcor Inc | 15,817 | +3,465 | $1.1K | +$192 | 28.1% |
| Bay Harbor Wealth Management, LLC | 8 | +3 | $547 | +$187 | 60.0% |
| NATIXIS ADVISORS, LLC | 15,649 | +3,093 | $1.1K | +$165 | 24.6% |
| Spire Wealth Management | 82 | +2 | $5.6K | -$158 | 2.5% |
| BI Asset Management Fondsmaeglerselskab A/S | 29,661 | +3,367 | $2.0K | +$133 | 12.8% |
| Mn Services Vermogensbeheer B.V. | 80,864 | +5,964 | $5.5K | +$131 | 8.0% |
| Quaker Wealth Management, LLC | 5 | +2 | $342 | +$125 | 66.7% |
| High Note Wealth, LLC | 64 | +2 | $4.4K | -$92 | 3.2% |
| CSM Advisors, LLC | 12,161 | +1,820 | $832 | +$86 | 17.6% |
| HANTZ FINANCIAL SERVICES, INC. | 3,616 | +955 | $247 | +$55 | 35.9% |
| Cambridge Investment Research Advisors, Inc. | 55,828 | +2,556 | $3.8K | -$21 | 4.8% |
| Harel Insurance Investments & Financial Services Ltd. | 79,210 | +3,794 | $5.4K | -$10 | 5.0% |
| BESSEMER GROUP INC | 886 | +13 | $60 | -$2 | 1.5% |
| Avion Wealth | 35 | +10 | $2 | +$1 | 40.0% |