13F QoQ Ownership Changes
DOV Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 190 new · 320 added · 583 reduced · 132 exited
New Positions(190)
Added To(320)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 16,733,000 | +120,341 | $3.27B | +$495.5M | 0.7% |
| Bank of New York Mellon Corp | 2,880,653 | +1,830,722 | $562.4M | +$387.3M | 174.4% |
| FIRST TRUST ADVISORS LP | 2,509,217 | +1,612,159 | $489.9M | +$340.2M | 179.7% |
| BlackRock, Inc. | 10,226,987 | +263,574 | $2.00B | +$334.5M | 2.6% |
| STATE STREET CORP | 6,760,797 | +227,436 | $1.32B | +$230.0M | 3.5% |
| MILLENNIUM MANAGEMENT LLC | 1,341,701 | +807,719 | $262.0M | +$172.9M | 151.3% |
| Nuveen, LLC | 2,623,281 | +235,454 | $512.2M | +$113.8M | 9.9% |
| AQR CAPITAL MANAGEMENT LLC | 1,531,099 | +369,471 | $298.9M | +$105.4M | 31.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,519,070 | +30,372 | $684.3M | +$104.8M | 0.9% |
| BANK OF AMERICA CORP /DE/ | 2,861,003 | +53,196 | $558.6M | +$90.2M | 1.9% |
| Interval Partners, LP | 488,941 | +451,427 | $95.5M | +$89.2M | 1203.3% |
| UBS Group AG | 1,281,349 | +238,222 | $250.2M | +$76.1M | 22.8% |
| FRANKLIN RESOURCES INC | 1,760,151 | +95,845 | $343.7M | +$66.0M | 5.8% |
| Balyasny Asset Management L.P. | 273,783 | +271,800 | $53.5M | +$53.1M | 13706.5% |
| CRAWFORD INVESTMENT COUNSEL INC | 263,963 | +262,713 | $51.5M | +$51.3M | 21017.0% |
| DIMENSIONAL FUND ADVISORS LP | 1,582,640 | +31,627 | $309.0M | +$50.3M | 2.0% |
| GOLDMAN SACHS GROUP INC | 726,774 | +142,171 | $141.9M | +$44.4M | 24.3% |
| MARSHALL WACE, LLP | 228,761 | +206,326 | $44.7M | +$40.9M | 919.7% |
| AMERIPRISE FINANCIAL INC | 330,041 | +186,751 | $64.5M | +$40.6M | 130.3% |
| Woodline Partners LP | 845,092 | +99,074 | $165.0M | +$40.5M | 13.3% |
| ProShare Advisors LLC | 971,202 | +50,177 | $189.6M | +$36.0M | 5.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 879,306 | +13,943 | $171.7M | +$27.3M | 1.6% |
| Vest Financial, LLC | 444,451 | +84,322 | $86.8M | +$26.7M | 23.4% |
| DEUTSCHE BANK AG\ | 687,765 | +40,619 | $134.3M | +$26.3M | 6.3% |
| BNP PARIBAS FINANCIAL MARKETS | 277,500 | +104,547 | $54.2M | +$25.3M | 60.4% |
| RAYMOND JAMES FINANCIAL INC | 240,141 | +82,149 | $46.9M | +$20.5M | 52.0% |
| Shellback Capital, LP | 99,350 | +97,301 | $19.4M | +$19.1M | 4748.7% |
| Walleye Capital LLC | 116,222 | +80,540 | $22.7M | +$16.7M | 225.7% |
| PEAK6 LLC | 89,733 | +84,959 | $17.5M | +$16.7M | 1779.6% |
| BANK OF MONTREAL /CAN/ | 401,458 | +21,132 | $78.4M | +$14.9M | 5.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 315,504 | +15,361 | $61.8M | +$11.7M | 5.1% |
| CITADEL ADVISORS LLC | 359,516 | +5,187 | $70.2M | +$11.1M | 1.5% |
| State of Tennessee, Department of Treasury | 76,962 | +43,418 | $15.5M | +$9.9M | 129.4% |
| Creative Planning | 258,414 | +11,852 | $50.5M | +$9.3M | 4.8% |
| STRS OHIO | 276,348 | +8,106 | $54.0M | +$9.2M | 3.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 263,403 | +10,270 | $51.4M | +$9.2M | 4.0% |
| National Pension Service | 256,310 | +10,194 | $50.0M | +$9.0M | 4.1% |
| Cerity Partners LLC | 117,116 | +26,055 | $22.9M | +$7.7M | 28.6% |
| VICTORY CAPITAL MANAGEMENT INC | 185,787 | +14,230 | $36.3M | +$7.7M | 8.3% |
| FEDERATED HERMES, INC. | 75,951 | +32,651 | $14.8M | +$7.6M | 75.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 219,445 | +7,396 | $42.8M | +$7.5M | 3.5% |
| Hudson Bay Capital Management LP | 72,495 | +31,315 | $14.2M | +$7.3M | 76.0% |
| ENVESTNET ASSET MANAGEMENT INC | 168,149 | +13,951 | $32.8M | +$7.1M | 9.0% |
| Livforsakringsbolaget Skandia, Omsesidigt | 35,486 | +34,850 | $6.9M | +$6.8M | 5479.6% |
| Schonfeld Strategic Advisors LLC | 148,919 | +13,043 | $29.1M | +$6.4M | 9.6% |
| Tredje AP-fonden | 172,043 | +8,774 | $33.6M | +$6.4M | 5.4% |
| PRINCIPAL FINANCIAL GROUP INC | 162,782 | +4,242 | $31.8M | +$5.3M | 2.7% |
| Robeco Schweiz AG | 157,955 | +4,388 | $30.8M | +$5.2M | 2.9% |
| Mariner, LLC | 62,842 | +20,307 | $12.3M | +$5.2M | 47.7% |
| Rockefeller Capital Management L.P. | 1,763,727 | +1,656,131 | $22.6M | +$4.7M | 1539.2% |
| STIFEL FINANCIAL CORP | 89,180 | +12,304 | $17.4M | +$4.6M | 16.0% |
| IFM Investors Pty Ltd | 27,492 | +199 | $5.4K | -$4.6M | 0.7% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 91,328 | +11,407 | $17.8M | +$4.5M | 14.3% |
| BAHL & GAYNOR INC | 66,799 | +14,608 | $13.0M | +$4.3M | 28.0% |
| AVIVA PLC | 114,878 | +5,934 | $22.4M | +$4.3M | 5.4% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 90,984 | +9,544 | $17.8M | +$4.2M | 11.7% |
| BLAIR WILLIAM & CO/IL | 83,546 | +8,629 | $16.3M | +$3.8M | 11.5% |
| MAI Capital Management | 24,433 | +18,458 | $4.8M | +$3.8M | 308.9% |
| Munich Reinsurance Co Stock Corp in Munich | 20,102 | +18,780 | $4.0M | +$3.8M | 1420.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 117,666 | +1,843 | $23.0M | +$3.7M | 1.6% |
| IEQ CAPITAL, LLC | 42,201 | +14,466 | $8.2M | +$3.6M | 52.1% |
| M&T Bank Corp | 122,499 | +754 | $23.9M | +$3.6M | 0.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 99,470 | +4,075 | $19.5M | +$3.6M | 4.3% |
| Gotham Asset Management, LLC | 55,665 | +11,518 | $10.9M | +$3.5M | 26.1% |
| Leeward Investments, LLC - MA | 57,159 | +10,377 | $11.2M | +$3.4M | 22.2% |
| CIBC Asset Management Inc | 32,189 | +13,101 | $6.3M | +$3.1M | 68.6% |
| Vestmark Advisory Solutions, Inc. | 16,855 | +15,442 | $3.3M | +$3.1M | 1092.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 90,993 | +2,227 | $17.8M | +$3.0M | 2.5% |
| Quantinno Capital Management LP | 46,131 | +8,946 | $9.0M | +$2.8M | 24.1% |
| CREDIT AGRICOLE S A | 56,585 | +5,547 | $11.0M | +$2.5M | 10.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41,470 | +5,514 | $8.4M | +$2.5M | 15.3% |
| Silvercrest Asset Management Group LLC | 76,495 | +1,672 | $14.9M | +$2.5M | 2.2% |
| QRG CAPITAL MANAGEMENT, INC. | 62,545 | +3,762 | $12.2M | +$2.4M | 6.4% |
| Focus Partners Wealth | 19,970 | +9,020 | $3.9M | +$2.1M | 82.4% |
| Kestra Advisory Services, LLC | 64,683 | +1,422 | $12.6M | +$2.1M | 2.2% |
| Candriam S.C.A. | 52,987 | +2,860 | $10.3M | +$2.0M | 5.7% |
| CAPTRUST FINANCIAL ADVISORS | 49,179 | +3,451 | $9.6M | +$2.0M | 7.5% |
| &PARTNERS | 33,472 | +5,953 | $6.5M | +$2.0M | 21.6% |
| Asset Management One Co., Ltd. | 59,928 | +216 | $11.9M | +$2.0M | 0.4% |
| HFR Wealth Management, LLC | 64,103 | +533 | $12.5M | +$1.9M | 0.8% |
| NISA INVESTMENT ADVISORS, LLC | 61,118 | +930 | $11.9M | +$1.9M | 1.5% |
| Farther Finance Advisors, LLC | 9,738 | +8,850 | $1.9M | +$1.8M | 996.6% |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 42,966 | +3,132 | $8.4M | +$1.7M | 7.9% |
| Mirae Asset Global Investments Co., Ltd. | 30,875 | +5,129 | $6.0M | +$1.7M | 19.9% |
| GRIFFIN ASSET MANAGEMENT, INC. | 54,209 | +732 | $10.6M | +$1.7M | 1.4% |
| Lansforsakringar Fondforvaltning AB (publ) | 44,269 | +1,787 | $8.6M | +$1.6M | 4.2% |
| Farringdon Capital, Ltd. | 12,558 | +7,013 | $2.5M | +$1.5M | 126.5% |
| Pathstone Holdings, LLC | 27,007 | +4,495 | $5.3M | +$1.5M | 20.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 17,812 | +5,885 | $3.5M | +$1.5M | 49.3% |
| DNB Asset Management AS | 39,597 | +2,116 | $7.7M | +$1.5M | 5.6% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 24,288 | +4,584 | $4.7M | +$1.5M | 23.3% |
| ABN AMRO INVESTMENT SOLUTIONS | 11,014 | +6,811 | $2.2M | +$1.4M | 162.1% |
| Cetera Investment Advisers | 38,762 | +2,029 | $7.6M | +$1.4M | 5.5% |
| TRUIST FINANCIAL CORP | 39,259 | +1,869 | $7.7M | +$1.4M | 5.0% |
| TD Asset Management Inc | 48,104 | +247 | $9.4M | +$1.4M | 0.5% |
| SEI INVESTMENTS CO | 46,541 | +471 | $9.1M | +$1.4M | 1.0% |
| MACKENZIE FINANCIAL CORP | 28,696 | +2,981 | $5.7M | +$1.4M | 11.6% |
| Clear Harbor Asset Management, LLC | 41,483 | +992 | $8.1M | +$1.3M | 2.4% |
| BANK OF NOVA SCOTIA | 21,302 | +4,428 | $4.2M | +$1.3M | 26.2% |
| MML INVESTORS SERVICES, LLC | 29,439 | +2,821 | $5.7M | +$1.3M | 10.6% |
| Meiji Yasuda Asset Management Co Ltd. | 19,198 | +4,283 | $3.7M | +$1.3M | 28.7% |
| Czech National Bank | 36,161 | +1,331 | $7.1M | +$1.2M | 3.8% |
| Wealthfront Advisers LLC | 27,463 | +2,760 | $5.4M | +$1.2M | 11.2% |
| CI INVESTMENTS INC. | 6,230 | +2,794 | $1.2M | +$1.2M | 81.3% |
| ALLSTATE CORP | 9,383 | +4,907 | $1.8M | +$1.1M | 109.6% |
| Vanguard Personalized Indexing Management, LLC | 21,623 | +2,528 | $4.2M | +$1.0M | 13.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,595 | +4,187 | $2.1M | +$999.5K | 65.3% |
| OSAIC HOLDINGS, INC. | 43,384 | +141 | $8.5M | +$935.7K | 0.3% |
| Cornerstone Wealth Management, LLC | 30,241 | +353 | $5.9M | +$918.2K | 1.2% |
| Family Legacy Financial Solutions, LLC | 5,669 | +298 | $1.1K | -$895.0K | 5.5% |
| Two Point Capital Management, Inc. | 29,899 | +270 | $5.8M | +$894.5K | 0.9% |
| NEOS Investment Management LLC | 16,215 | +2,474 | $3.2M | +$873.4K | 18.0% |
| XPONANCE, INC. | 22,291 | +1,222 | $4.4M | +$837.2K | 5.8% |
| LBP AM SA | 7,657 | +3,458 | $1.5M | +$794.4K | 82.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18,469 | +1,616 | $3.6M | +$794.3K | 9.6% |
| DEAN INVESTMENT ASSOCIATES, LLC | 22,750 | +561 | $4.4M | +$739.9K | 2.5% |
| Investment Management Corp of Ontario | 9,248 | +2,787 | $1.8M | +$727.7K | 43.1% |
| BURNEY CO/ | 20,879 | +624 | $4.1M | +$697.3K | 3.1% |
| NewEdge Advisors, LLC | 16,456 | +1,369 | $3.2M | +$695.8K | 9.1% |
| Allspring Global Investments Holdings, LLC | 18,992 | +646 | $3.7M | +$664.9K | 3.5% |
| MUFG Securities EMEA plc | 5,628 | +3,003 | $1.1M | +$660.9K | 114.4% |
| Rockline Wealth Management, LLC | 21,637 | +232 | $4.2M | +$653.5K | 1.1% |
| Pacer Advisors, Inc. | 12,911 | +1,667 | $2.5M | +$644.9K | 14.8% |
| Private Advisor Group, LLC | 12,468 | +1,651 | $2.4M | +$629.5K | 15.3% |
| JONES FINANCIAL COMPANIES LLLP | 20,698 | +210 | $4.0M | +$600.5K | 1.0% |
| GROUP ONE TRADING LLC | 3,931 | +2,928 | $767.5K | +$600.2K | 291.9% |
| Vinva Investment Management Ltd | 10,568 | +1,623 | $2.1M | +$599.5K | 18.1% |
| Voleon Capital Management LP | 5,827 | +2,560 | $1.1M | +$592.6K | 78.3% |
| JANUS HENDERSON GROUP PLC | 17,963 | +273 | $3.5M | +$557.6K | 1.5% |
| Tidal Investments LLC | 11,055 | +1,441 | $2.2M | +$554.5K | 15.0% |
| PINNACLE ASSOCIATES LTD | 8,156 | +1,788 | $1.6M | +$530.0K | 28.1% |
| Carnegie Investment Counsel | 7,350 | +1,482 | $1.4M | +$456.1K | 25.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 15,680 | +63 | $3.1M | +$456.0K | 0.4% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,138 | +1,307 | $1.4M | +$420.8K | 22.4% |
| Pinnacle Wealth Management Advisory Group, LLC | 3,192 | +1,913 | $623.2K | +$409.8K | 149.6% |
| BROWN BROTHERS HARRIMAN & CO | 3,317 | +1,804 | $647.6K | +$395.2K | 119.2% |
| Dean Capital Management | 11,703 | +363 | $2.3M | +$393.0K | 3.2% |
| Birch Hill Investment Advisors LLC | 7,880 | +1,000 | $1.5M | +$390.7K | 14.5% |
| CHOREO, LLC | 5,357 | +1,286 | $1.1M | +$380.5K | 31.6% |
| Manning & Napier Advisors LLC | 1,912 | +1,898 | $378.2K | +$375.8K | 13557.1% |
| Wealthspire Advisors, LLC | 9,330 | +652 | $1.8M | +$373.9K | 7.5% |
| Ancora Advisors LLC | 4,810 | +1,309 | $939.2K | +$355.0K | 37.4% |
| Concurrent Investment Advisors, LLC | 3,909 | +1,458 | $763.3K | +$354.4K | 59.5% |
| QUADRANT CAPITAL GROUP LLC | 5,503 | +1,142 | $1.1M | +$346.9K | 26.2% |
| Dana Investment Advisors, Inc. | 7,819 | +742 | $1.5M | +$345.9K | 10.5% |
| UMB Bank, n.a. | 11,287 | +141 | $2.2M | +$344.2K | 1.3% |
| Texas Yale Capital Corp. | 10,475 | +200 | $2.0M | +$331.0K | 1.9% |
| Norinchukin Bank, The | 8,471 | +537 | $1.7M | +$330.2K | 6.8% |
| HB Wealth Management, LLC | 10,434 | +157 | $2.0M | +$322.5K | 1.5% |
| Advisory Services Network, LLC | 3,219 | +1,363 | $628.5K | +$318.8K | 73.4% |
| AXXCESS WEALTH MANAGEMENT, LLC | 6,789 | +706 | $1.3M | +$310.7K | 11.6% |
| RWA WEALTH PARTNERS, LLC | 6,765 | +680 | $1.3M | +$305.6K | 11.2% |
| Avestar Capital, LLC | 4,923 | +966 | $961.2K | +$300.9K | 24.4% |
| Federation des caisses Desjardins du Quebec | 6,213 | +641 | $1.2M | +$283.5K | 11.5% |
| BROADWATER CAPITAL MANAGEMENT LLC | 76,492 | +73,292 | $644.7K | -$281.2K | 2290.4% |
| Triton Financial Group Inc | 8,241 | +270 | $1.6M | +$279.2K | 3.4% |
| Atria Investments, Inc | 8,790 | +126 | $1.7M | +$270.7K | 1.4% |
| Snowden Capital Advisors LLC | 3,244 | +1,023 | $633.4K | +$262.8K | 46.1% |
| Apollon Wealth Management, LLC | 5,639 | +606 | $1.1M | +$261.4K | 12.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 5,401 | +618 | $1.1M | +$256.5K | 12.9% |
| MISSION WEALTH MANAGEMENT, LP | 7,698 | +205 | $1.5M | +$253.0K | 2.7% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 7,616 | +871 | $1.5M | +$251.1K | 12.9% |
| Callan Family Office, LLC | 3,190 | +943 | $622.7K | +$247.9K | 42.0% |
| Krilogy Financial LLC | 4,098 | +706 | $851.2K | +$241.8K | 20.8% |
| Waverly Advisors, LLC | 3,991 | +747 | $779.2K | +$238.0K | 23.0% |
| Sequoia Financial Advisors, LLC | 4,903 | +531 | $957.4K | +$228.1K | 12.1% |
| Orion Porfolio Solutions, LLC | 7,542 | +51 | $1.5M | +$222.6K | 0.7% |
| NorthCrest Asset Manangement, LLC | 2,220 | +800 | $449.1K | +$215.3K | 56.3% |
| Global Retirement Partners, LLC | 1,490 | +1,032 | $290.9K | +$214.4K | 225.3% |
| Canada Post Corp Registered Pension Plan | 3,000 | +730 | $585.7K | +$207.4K | 32.1% |
| Sivia Capital Partners, LLC | 3,250 | +661 | $634.6K | +$202.6K | 25.5% |
| Beacon Pointe Advisors, LLC | 2,947 | +704 | $575.4K | +$201.2K | 31.4% |
| Mainstream Capital Management LLC | 5,598 | +245 | $1.1M | +$199.9K | 4.6% |
| NBC SECURITIES, INC. | 5,414 | +250 | $1.1M | +$195.5K | 4.8% |
| IHT Wealth Management, LLC | 3,598 | +556 | $702.4K | +$195.0K | 18.3% |
| Annex Advisory Services, LLC | 2,968 | +641 | $579.5K | +$191.3K | 27.5% |
| CHILTON INVESTMENT CO INC. | 2,369 | +743 | $462.5K | +$191.3K | 45.7% |
| DAVENPORT & Co LLC | 5,675 | +174 | $1.1M | +$190.3K | 3.2% |
| Clearstead Advisors, LLC | 3,401 | +534 | $664.0K | +$185.7K | 18.6% |
| SIMPLEX TRADING, LLC | 945 | +337 | $184.5K | +$184.4K | 55.4% |
| GREENLEAF TRUST | 5,605 | +125 | $1.1M | +$180.1K | 2.3% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,071 | +876 | $209.1K | +$176.6K | 449.2% |
| NewEdge Wealth, LLC | 3,274 | +696 | $639.3K | +$176.1K | 27.0% |
| CITIZENS FINANCIAL GROUP INC/RI | 3,426 | +454 | $668.9K | +$173.1K | 15.3% |
| Caerus Investment Advisors, LLC | 3,605 | +394 | $703.8K | +$168.1K | 12.3% |
| Vident Advisory, LLC | 4,876 | +140 | $952.2K | +$162.1K | 3.0% |
| First Commonwealth Financial Corp /PA/ | 4,017 | +261 | $784.3K | +$157.7K | 6.9% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 4,327 | +199 | $844.9K | +$156.1K | 4.8% |
| Horizon Investments, LLC | 4,879 | +72 | $952.6K | +$150.6K | 1.5% |
| Lido Advisors, LLC | 14,008 | +370 | $2.4M | +$148.3K | 2.7% |
| GAMMA Investing LLC | 4,539 | +104 | $886.2K | +$146.3K | 2.3% |
| LVZ, Inc. | 2,873 | +362 | $560.9K | +$142.0K | 14.4% |
| Haverford Trust Co | 4,930 | +7 | $962.5K | +$141.2K | 0.1% |
| Chicago Partners Investment Group LLC | 1,994 | +460 | $412.2K | +$136.5K | 30.0% |
| Legacy Financial Advisors, Inc. | 4,561 | +36 | $890.5K | +$135.6K | 0.8% |
| Brookstone Capital Management | 4,277 | +76 | $835.1K | +$134.2K | 1.8% |
| BSW Wealth Partners | 4,477 | +29 | $874.1K | +$132.0K | 0.7% |
| Golden State Wealth Management, LLC | 2,731 | +325 | $533.3K | +$131.9K | 13.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4,383 | +12 | $855.7K | +$126.5K | 0.3% |
| Global X Japan Co., Ltd. | 3,445 | +157 | $672.6K | +$124.1K | 4.8% |
| MidWestOne Financial Group, Inc. | 4,232 | +16 | $826.3K | +$122.9K | 0.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 2,022 | +388 | $394.8K | +$122.2K | 23.7% |
| Vise Technologies, Inc. | 2,202 | +346 | $429.9K | +$120.2K | 18.6% |
| World Investment Advisors | 4,238 | +747 | $700.2K | +$117.7K | 21.4% |
| BOK Financial Private Wealth, Inc. | 1,884 | +384 | $367.8K | +$117.6K | 25.6% |
| WEALTH ALLIANCE, LLC | 3,843 | +46 | $750.2K | +$116.8K | 1.2% |
| Kovack Advisors, Inc. | 2,332 | +285 | $455.4K | +$113.8K | 13.9% |
| Philip James Wealth Mangement, LLC | 2,376 | +215 | $463.9K | +$103.4K | 9.9% |
| TECTONIC ADVISORS LLC | 3,176 | +54 | $620.1K | +$99.3K | 1.7% |
| Ransom Advisory, Ltd | 800 | +500 | $147.4K | +$97.3K | 166.7% |
| Aptus Capital Advisors, LLC | 1,767 | +274 | $345.0K | +$95.9K | 18.4% |
| Wedmont Private Capital | 2,559 | +21 | $510.2K | +$92.5K | 0.8% |
| PRINCIPAL SECURITIES, INC. | 3,137 | +20 | $612.4K | +$92.3K | 0.6% |
| MATHER GROUP, LLC. | 3,201 | +4 | $625.0K | +$91.6K | 0.1% |
| CARDIFF PARK ADVISORS, LLC | 3,137 | +8 | $612.5K | +$90.5K | 0.3% |
| FIDUCIARY FAMILY OFFICE, LLC | 1,853 | +225 | $361.8K | +$90.2K | 13.8% |
| JEPPSON WEALTH MANAGEMENT, LLC | 3,103 | +4 | $605.8K | +$88.8K | 0.1% |
| Verdence Capital Advisors LLC | 3,861 | +105 | $753.9K | +$85.4K | 2.8% |
| SYON CAPITAL LLC | 2,849 | +24 | $556.2K | +$84.9K | 0.8% |
| Texas Capital Bank Wealth Management Services Inc | 1,875 | +187 | $366.1K | +$84.5K | 11.1% |
| Midwest Trust Co | 1,825 | +194 | $356.3K | +$84.2K | 11.9% |
| Kingsview Wealth Management, LLC | 2,506 | +56 | $489.2K | +$80.4K | 2.3% |
| TD PRIVATE CLIENT WEALTH LLC | 2,253 | +84 | $439.9K | +$78.0K | 3.9% |
| Frank, Rimerman Advisors LLC | 2,439 | +52 | $476.2K | +$78.0K | 2.2% |
| Mill Creek Capital Advisors, LLC | 2,711 | +1 | $529.3K | +$77.2K | 0.0% |
| KFA Private Wealth Group, LLC | 2,536 | +18 | $495.1K | +$74.9K | 0.7% |
| Allred Capital Management, LLC | 2,555 | +4 | $498.9K | +$73.2K | 0.1% |
| Mutual Advisors, LLC | 4,222 | +63 | $824.3K | +$70.6K | 1.5% |
| Heritage Wealth Advisors | 1,977 | +72 | $386.0K | +$68.2K | 3.8% |
| Smartleaf Asset Management LLC | 1,714 | +79 | $339.0K | +$66.6K | 4.8% |
| Bill Few Associates, Inc. | 2,229 | +2 | $435.2K | +$63.6K | 0.1% |
| ROTHSCHILD INVESTMENT LLC | 1,538 | +114 | $300.3K | +$62.7K | 8.0% |
| Keebeck Wealth Management | 1,808 | +64 | $353.0K | +$62.0K | 3.7% |
| Ballentine Partners, LLC | 2,156 | +3 | $420.9K | +$61.8K | 0.1% |
| Ashton Thomas Private Wealth, LLC | 2,085 | +11 | $407.0K | +$61.1K | 0.5% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1,713 | +74 | $334.4K | +$61.0K | 4.5% |
| Brooklyn Investment Group | 1,855 | +6 | $369.2K | +$60.7K | 0.3% |
| SUMMIT SECURITIES GROUP LLC | 511 | +275 | $99.8K | +$60.4K | 116.5% |
| BENJAMIN EDWARDS INC | 1,537 | +100 | $300.2K | +$60.4K | 7.0% |
| LRI Investments, LLC | 369 | +280 | $72.1K | +$57.2K | 314.6% |
| PERSONAL CFO SOLUTIONS, LLC | 1,523 | +80 | $297.3K | +$56.7K | 5.5% |
| KCM INVESTMENT ADVISORS LLC | 1,585 | +53 | $309.5K | +$53.9K | 3.5% |
| U.S. Capital Wealth Advisors, LLC | 1,558 | +41 | $304.2K | +$51.2K | 2.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,661,935 | +18,863 | $324.5K | +$50.4K | 1.1% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 1,511 | +31 | $294.9K | +$47.9K | 2.1% |
| NORRIS PERNE & FRENCH LLP/MI | 1,678 | +1 | $327.6K | +$47.8K | 0.1% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1,624 | +9 | $317.1K | +$47.6K | 0.6% |
| Frederick Financial Consultants, LLC | 1,535 | +20 | $299.7K | +$46.9K | 1.3% |
| NBT BANK N A /NY | 1,729 | +195 | $302.2K | +$46.3K | 12.7% |
| Lakeridge Wealth Management LLC | 1,596 | +4 | $311.6K | +$46.1K | 0.3% |
| WEBSTER BANK, N. A. | 1,375 | +42 | $268.5K | +$46.1K | 3.1% |
| OLD NATIONAL BANCORP /IN/ | 1,373 | +41 | $268.1K | +$45.8K | 3.1% |
| Fulton Bank, N.A. | 1,530 | +9 | $298.7K | +$45.0K | 0.6% |
| Checchi Capital Advisers, LLC | 1,466 | +19 | $286.2K | +$44.8K | 1.3% |
| STEPHENS INC /AR/ | 1,364 | +34 | $266.3K | +$44.5K | 2.5% |
| Quent Capital, LLC | 1,300 | +42 | $253.9K | +$44.0K | 3.3% |
| Abacus Planning Group, Inc. | 1,275 | +41 | $248.9K | +$43.1K | 3.3% |
| BAILARD, INC. | 1,424 | +1 | $278.0K | +$40.6K | 0.1% |
| Larson Financial Group LLC | 679 | +125 | $132.5K | +$40.2K | 22.6% |
| HHM Wealth Advisors, LLC | 1,109 | +37 | $216.5K | +$37.7K | 3.5% |
| First Bank & Trust | 1,264 | +10 | $246.8K | +$37.6K | 0.8% |
| SJS Investment Consulting Inc. | 152 | +144 | $29.7K | +$28.3K | 1800.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 245 | +127 | $47.8K | +$28.1K | 107.6% |
| Prestige Wealth Management Group LLC | 162 | +135 | $29.3K | +$24.8K | 500.0% |
| SBI Securities Co., Ltd. | 455 | +59 | $88.8K | +$22.8K | 14.9% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 349 | +70 | $68.1K | +$21.6K | 25.1% |
| OAKWORTH CAPITAL, INC. | 459 | +44 | $89.6K | +$20.4K | 10.6% |
| Activest Wealth Management | 103 | +98 | $20.1K | +$19.3K | 1960.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 514 | +26 | $100.4K | +$18.9K | 5.3% |
| MEEDER ASSET MANAGEMENT INC | 127 | +89 | $24.8K | +$18.5K | 234.2% |
| Parkside Financial Bank & Trust | 550 | +15 | $107.4K | +$18.1K | 2.8% |
| N.E.W. Advisory Services LLC | 237 | +63 | $46.3K | +$17.2K | 36.2% |
| TOMPKINS FINANCIAL CORP | 152 | +77 | $29.7K | +$17.2K | 102.7% |
| Nemes Rush Group LLC | 563 | +1 | $110.0K | +$16.2K | 0.2% |
| Janney Montgomery Scott LLC | 163,270 | +65,936 | $31.9K | +$15.6K | 67.7% |
| CYBER HORNET ETFs LLC | 400 | +25 | $78.1K | +$15.5K | 6.7% |
| Manchester Capital Management LLC | 215 | +37 | $42.0K | +$12.3K | 20.8% |
| Physician Wealth Advisors, Inc. | 83 | +58 | $16.2K | +$12.0K | 232.0% |
| Clarity Asset Management, Inc. | 370 | +1 | $72.3K | +$10.7K | 0.3% |
| Sound Income Strategies, LLC | 107 | +30 | $22.1K | +$9.6K | 39.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 105,178 | +39,465 | $20.5K | +$9.6K | 60.0% |
| JFS WEALTH ADVISORS, LLC | 103 | +22 | $20.1K | +$6.6K | 27.2% |
| Johnson Financial Group, Inc. | 52 | +27 | $10.2K | +$6.0K | 108.0% |
| American Capital Advisory, LLC | 141 | +10 | $27.5K | +$5.7K | 7.6% |
| SG Americas Securities, LLC | 48,698 | +21,949 | $9.5K | +$5.0K | 82.0% |
| TD Capital Management LLC | 172 | +1 | $33.5K | +$4.9K | 0.6% |
| IMA Advisory Services, Inc. | 26 | +25 | $5.1K | +$4.9K | 2500.0% |
| J.W. COLE ADVISORS, INC. | 1,270 | +41 | $200.3K | -$4.7K | 3.3% |
| First Pacific Financial | 158 | +1 | $30.8K | +$4.6K | 0.6% |
| NATIXIS ADVISORS, LLC | 93,284 | +11,183 | $18.2K | +$4.5K | 13.6% |
| Bogart Wealth, LLC | 129 | +5 | $25.2K | +$4.5K | 4.0% |
| Handelsbanken Fonder AB | 66,726 | +11,173 | $13.0K | +$3.8K | 20.1% |
| Pacifica Partners Inc. | 43 | +15 | $8.4K | +$3.8K | 53.6% |
| MJT & Associates Financial Advisory Group, Inc. | 44 | +15 | $8.6K | +$3.8K | 51.7% |
| CANADA LIFE ASSURANCE Co | 100,099 | +2,777 | $19.6K | +$3.3K | 2.9% |
| EVOLUTION WEALTH MANAGEMENT INC. | 13 | +10 | $2.5K | +$2.0K | 333.3% |
| Mn Services Vermogensbeheer B.V. | 52,837 | +1,737 | $10.3K | +$1.8K | 3.4% |
| Marquette Asset Management, LLC | 15 | +7 | $2.9K | +$1.6K | 87.5% |
| Rakuten Securities, Inc. | 12 | +6 | $2.3K | +$1.3K | 100.0% |
| High Note Wealth, LLC | 41 | +1 | $8.0K | +$1.3K | 2.5% |
| Bay Harbor Wealth Management, LLC | 14 | +5 | $2.7K | +$1.2K | 55.5% |
| Rialto Wealth Management, LLC | 16 | +2 | $3.1K | +$788 | 14.3% |
| Bare Financial Services, Inc | 10 | +3 | $2.0K | +$785 | 42.9% |
| Daiwa Securities Group Inc. | 25,898 | +66 | $5.1K | +$747 | 0.3% |
| DiNuzzo Private Wealth, Inc. | 19 | +2 | $3.7K | +$669 | 11.8% |
| Dunhill Financial, LLC | 14 | +2 | $2.7K | +$653 | 16.7% |
| Cambridge Investment Research Advisors, Inc. | 16,247 | +644 | $3.2K | +$569 | 4.1% |
| Aspect Partners, LLC | 10 | +1 | $2.0K | +$451 | 11.1% |
| BI Asset Management Fondsmaeglerselskab A/S | 11,024 | +654 | $2.2K | +$422 | 6.3% |
| WINNOW WEALTH LLC | 3 | +2 | $588 | +$421 | 200.0% |
| NVWM, LLC | 6 | +1 | $1.2K | +$337 | 20.0% |
| Gulf International Bank (UK) Ltd | 6,617 | +12 | $1.3K | +$190 | 0.2% |
| HANTZ FINANCIAL SERVICES, INC. | 5,841 | +67 | $1.1K | +$177 | 1.2% |
| BESSEMER GROUP INC | 3,346 | +262 | $652 | +$137 | 8.5% |
| Covestor Ltd | 435 | +280 | $85 | +$59 | 180.6% |
| Smithfield Trust Co | 540 | +100 | $106 | +$33 | 22.7% |
| Matrix Trust Co | 181 | +26 | $35 | +$9 | 16.8% |
| Avion Wealth | 128 | +12 | $24 | +$5 | 10.3% |
| VALLEY NATIONAL ADVISERS INC | 60 | +1 | $11 | +$2 | 1.7% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 56 | +5 | $10 | +$2 | 9.8% |