13F QoQ Ownership Changes
DRI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 140 new · 290 added · 557 reduced · 134 exited
New Positions(140)
Added To(290)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 8,077,567 | +3,613,781 | $1.49B | +$636.7M | 81.0% |
| Invesco Ltd. | 1,884,339 | +563,237 | $346.8M | +$95.3M | 42.6% |
| BANK OF AMERICA CORP /DE/ | 2,221,053 | +566,079 | $408.7M | +$93.7M | 34.2% |
| VANGUARD GROUP INC | 14,063,355 | +43,965 | $2.59B | -$80.8M | 0.3% |
| NORGES BANK | 785,147 | +356,348 | $144.5M | +$74.1M | 83.1% |
| VICTORY CAPITAL MANAGEMENT INC | 582,585 | +387,130 | $107.2M | +$70.0M | 198.1% |
| BlackRock, Inc. | 9,929,909 | +13,181 | $1.83B | -$60.4M | 0.1% |
| Capital World Investors | 15,161,277 | +322,079 | $2.79B | -$34.9M | 2.2% |
| JPMORGAN CHASE & CO | 2,918,165 | +251,246 | $537.0M | +$29.3M | 9.4% |
| FEDERATED HERMES, INC. | 192,032 | +157,216 | $35.3M | +$28.7M | 451.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 266,004 | +159,500 | $49.0M | +$28.7M | 149.8% |
| NATIXIS | 158,009 | +150,405 | $29.1M | +$27.6M | 1978.0% |
| TORONTO DOMINION BANK | 355,124 | +111,333 | $65.3M | +$18.9M | 45.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,189,868 | +68,245 | $771.0M | -$13.6M | 1.6% |
| AMERIPRISE FINANCIAL INC | 419,770 | +75,339 | $77.2M | +$11.7M | 21.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 68,672 | +62,063 | $12.7M | +$11.4M | 939.1% |
| Brandywine Global Investment Management, LLC | 161,426 | +65,321 | $29.7M | +$11.4M | 68.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,276 | +59,250 | $16.1M | +$10.7M | 211.4% |
| INTEGRITY ALLIANCE, LLC. | 59,837 | +57,165 | $11.0M | +$10.5M | 2139.4% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 62,996 | +47,902 | $11.6M | +$8.7M | 317.4% |
| NORTHERN TRUST CORP | 1,481,570 | +93,694 | $272.6M | +$8.4M | 6.8% |
| BNP PARIBAS FINANCIAL MARKETS | 293,895 | +53,549 | $54.1M | +$8.3M | 22.3% |
| Russell Investments Group, Ltd. | 104,576 | +45,215 | $19.3M | +$7.9M | 76.2% |
| CREDIT AGRICOLE S A | 84,727 | +43,790 | $15.6M | +$7.8M | 107.0% |
| BANK OF NOVA SCOTIA | 104,224 | +42,677 | $19.2M | +$7.5M | 69.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 83,913 | +32,678 | $16.8M | +$7.0M | 63.8% |
| DEUTSCHE BANK AG\ | 436,474 | +50,056 | $80.3M | +$6.8M | 12.9% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 41,275 | +36,642 | $7.6M | +$6.7M | 790.9% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 46,887 | +37,925 | $8.4M | +$6.7M | 423.2% |
| FORSTA AP-FONDEN | 73,900 | +37,000 | $13.6M | +$6.6M | 100.3% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 28,253 | +600 | $5.2M | +$5.2M | 2.2% |
| CIBC WORLD MARKET INC. | 43,036 | +28,613 | $7.9M | +$5.2M | 198.4% |
| GOLDMAN SACHS GROUP INC | 761,176 | +52,045 | $140.1M | +$5.1M | 7.3% |
| BANK OF MONTREAL /CAN/ | 146,615 | +30,981 | $27.0M | +$5.0M | 26.8% |
| Focus Partners Wealth | 43,810 | +27,161 | $8.1M | +$4.9M | 163.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 96,178 | +24,913 | $17.7M | +$4.2M | 35.0% |
| Legal & General Group Plc | 657,158 | +1,579 | $120.9M | -$3.9M | 0.2% |
| Silvant Capital Management LLC | 20,250 | +19,517 | $3.7M | +$3.6M | 2662.6% |
| Qube Research & Technologies Ltd | 502,506 | +35,343 | $92.5M | +$3.5M | 7.6% |
| ALPS ADVISORS INC | 137,655 | +22,294 | $25.3M | +$3.4M | 19.3% |
| WELLS FARGO & COMPANY/MN | 463,084 | +33,036 | $85.2M | +$3.4M | 7.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,634 | +19,391 | $13.0M | +$3.2M | 37.8% |
| &PARTNERS | 30,680 | +16,710 | $5.6M | +$3.0M | 119.6% |
| AQR CAPITAL MANAGEMENT LLC | 396,240 | +27,877 | $72.9M | +$2.8M | 7.6% |
| Dynamic Advisor Solutions LLC | 17,743 | +14,678 | $3.3M | +$2.7M | 478.9% |
| NEUBERGER BERMAN GROUP LLC | 368,726 | +72 | $67.9M | -$2.3M | 0.0% |
| State of Tennessee, Department of Treasury | 42,689 | +9,332 | $8.5M | +$2.2M | 28.0% |
| Integrated Advisors Network LLC | 13,710 | +11,117 | $2.5M | +$2.0M | 428.7% |
| Bank of New York Mellon Corp | 1,004,851 | +43,794 | $184.9M | +$2.0M | 4.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18,620 | +10,668 | $3.4M | +$1.9M | 134.2% |
| Concurrent Investment Advisors, LLC | 13,598 | +10,313 | $2.5M | +$1.9M | 313.9% |
| CIBC Asset Management Inc | 29,715 | +10,781 | $5.5M | +$1.9M | 56.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 248,254 | +13,802 | $46.5M | +$1.8M | 5.9% |
| DIMENSIONAL FUND ADVISORS LP | 1,231,508 | +31,608 | $226.6M | -$1.8M | 2.6% |
| DNB Asset Management AS | 31,672 | +9,587 | $5.8M | +$1.6M | 43.4% |
| Royal Fund Management, LLC | 33,506 | +9,188 | $6.2M | +$1.5M | 37.8% |
| Machina Capital S.A.S. | 10,375 | +7,831 | $1.9M | +$1.4M | 307.8% |
| Ellsworth Advisors, LLC | 33,423 | +2,371 | $7.2M | +$1.3M | 7.6% |
| KINGSWOOD WEALTH ADVISORS, LLC | 8,262 | +6,726 | $1.5M | +$1.2M | 437.9% |
| FRANKLIN RESOURCES INC | 130,123 | +10,436 | $23.9M | +$1.2M | 8.7% |
| BENJAMIN EDWARDS INC | 11,641 | +6,262 | $2.1M | +$1.1M | 116.4% |
| Belpointe Asset Management LLC | 8,771 | +5,781 | $1.6M | +$1.0M | 193.3% |
| Blackston Financial Advisory Group, LLC | 7,145 | +4,831 | $1.5M | +$1.0M | 208.8% |
| Applied Finance Capital Management, LLC | 110,268 | +8,438 | $20.3M | +$905.5K | 8.3% |
| Tidal Investments LLC | 7,142 | +4,812 | $1.3M | +$870.7K | 206.5% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 15,118 | +5,025 | $2.8M | +$860.7K | 49.8% |
| AGF MANAGEMENT LTD | 20,514 | +4,999 | $3.8M | +$821.5K | 32.2% |
| Shay Capital LLC | 5,900 | +4,499 | $1.1M | +$819.0K | 321.1% |
| MGO ONE SEVEN LLC | 32,694 | +5,380 | $6.0M | +$816.7K | 19.7% |
| NewEdge Advisors, LLC | 58,873 | +6,067 | $10.8M | +$781.8K | 11.5% |
| ALLSTATE CORP | 8,159 | +4,232 | $1.5M | +$753.9K | 107.8% |
| Jefferies Financial Group Inc. | 15,591 | +4,247 | $2.9M | +$709.6K | 37.4% |
| ABN AMRO INVESTMENT SOLUTIONS | 7,310 | +3,949 | $1.3M | +$705.4K | 117.5% |
| Horizon Investments, LLC | 16,681 | +3,923 | $3.0M | +$637.9K | 30.7% |
| New Age Alpha Advisors, LLC | 22,020 | +4,069 | $4.1M | +$635.0K | 22.7% |
| Lansforsakringar Fondforvaltning AB (publ) | 39,355 | +4,611 | $7.2M | +$628.2K | 13.3% |
| TRUIST FINANCIAL CORP | 61,922 | +5,348 | $11.4M | +$625.5K | 9.4% |
| Investment Management Corp of Ontario | 9,051 | +3,545 | $1.7M | +$617.4K | 64.4% |
| VestGen Advisors, LLC | 49,708 | +4,874 | $9.1M | +$612.7K | 10.9% |
| Capital Management Associates, Inc | 7,058 | +3,413 | $1.3M | +$605.0K | 93.6% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20,605 | +3,787 | $3.8M | +$590.3K | 22.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 589,956 | +16,647 | $108.6M | -$571.4K | 2.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 17,601 | +3,407 | $3.2M | +$537.0K | 24.0% |
| DANSKE BANK A/S | 65,640 | +5,000 | $12.1M | +$535.6K | 8.2% |
| Versor Investments LP | 6,578 | +3,021 | $1.2M | +$533.4K | 84.9% |
| Callan Family Office, LLC | 4,929 | +2,966 | $907.0K | +$533.3K | 151.1% |
| M&T Bank Corp | 33,907 | +3,870 | $6.2M | +$521.8K | 12.9% |
| Banque Cantonale Vaudoise | 2,590 | +1,111 | $477.0K | +$476.7K | 75.1% |
| Sequoia Financial Advisors, LLC | 5,870 | +2,662 | $1.1M | +$469.4K | 83.0% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 59,196 | +4,405 | $10.9M | +$463.2K | 8.0% |
| MUFG Securities EMEA plc | 4,768 | +2,528 | $877.4K | +$451.0K | 112.8% |
| Cetera Investment Advisers | 71,820 | +25 | $13.2M | -$450.8K | 0.0% |
| AlphaCore Capital LLC | 3,295 | +2,440 | $606.3K | +$443.6K | 285.4% |
| Steward Partners Investment Advisory, LLC | 64,157 | +57 | $11.8M | -$395.8K | 0.1% |
| Arkadios Wealth Advisors | 37,622 | +3,296 | $6.9M | +$389.0K | 9.6% |
| NEOS Investment Management LLC | 16,062 | +2,474 | $3.0M | +$369.1K | 18.2% |
| Caliber Wealth Management, LLC / KS | 17,887 | +2,512 | $3.3M | +$364.7K | 16.3% |
| AVIVA PLC | 98,266 | +5,181 | $18.1M | +$363.2K | 5.6% |
| ProShare Advisors LLC | 22,501 | +2,632 | $4.1M | +$358.4K | 13.2% |
| Aberdeen Group plc | 67,238 | +164 | $12.4M | -$356.5K | 0.2% |
| J.W. COLE ADVISORS, INC. | 18,477 | +2,805 | $3.3M | +$356.3K | 17.9% |
| MML INVESTORS SERVICES, LLC | 31,231 | +2,907 | $5.7M | +$355.3K | 10.3% |
| Farther Finance Advisors, LLC | 3,376 | +1,818 | $621.2K | +$324.7K | 116.7% |
| Baird Financial Group, Inc. | 11,331 | +2,079 | $2.1M | +$323.9K | 22.5% |
| STIFEL FINANCIAL CORP | 85,087 | +4,444 | $15.7M | +$306.4K | 5.5% |
| Atria Investments, Inc | 10,284 | +1,936 | $1.9M | +$303.3K | 23.2% |
| Advisors Asset Management, Inc. | 18,419 | +2,106 | $3.4M | +$284.1K | 12.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 898,642 | +28,463 | $165.4M | -$279.2K | 3.3% |
| NewEdge Wealth, LLC | 4,772 | +1,432 | $878.2K | +$276.6K | 42.9% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 21,044 | +2,138 | $3.9M | +$273.6K | 11.3% |
| Geneos Wealth Management Inc. | 45,944 | +127 | $8.5M | -$267.1K | 0.3% |
| PRINCIPAL FINANCIAL GROUP INC | 142,354 | +3,349 | $26.2M | -$265.0K | 2.4% |
| Tower Research Capital LLC (TRC) | 2,347 | +1,404 | $431.9K | +$252.4K | 148.9% |
| COMMERCE BANK | 49,309 | +347 | $9.1M | -$246.6K | 0.7% |
| Corient Private Wealth LLC | 21,841 | +6,791 | $3.1M | +$245.0K | 45.1% |
| TECTONIC ADVISORS LLC | 8,103 | +1,545 | $1.5M | +$242.6K | 23.6% |
| Cerity Partners LLC | 18,536 | +1,891 | $3.4M | +$242.5K | 11.4% |
| VALLEY WEALTH MANAGERS, INC. | 101,812 | +4,658 | $18.7M | +$241.2K | 4.8% |
| TD Asset Management Inc | 142,217 | +3,486 | $26.2M | -$238.1K | 2.5% |
| Sterling Capital Management LLC | 1,768 | +1,237 | $325.3K | +$224.3K | 232.9% |
| Korea Investment CORP | 72,625 | +1,314 | $13.4M | -$210.3K | 1.8% |
| Running Oak Capital LLC | 81,132 | +1,669 | $14.9M | -$196.7K | 2.1% |
| NorthCrest Asset Manangement, LLC | 5,348 | +992 | $1.0M | +$196.0K | 22.8% |
| Ethic Inc. | 21,625 | +1,663 | $4.0M | +$179.6K | 8.3% |
| NISA INVESTMENT ADVISORS, LLC | 38,361 | +353 | $7.1M | -$176.0K | 0.9% |
| Baldwin Investment Management, LLC | 12,046 | +1,323 | $2.2M | +$175.5K | 12.3% |
| TUDOR INVESTMENT CORP ET AL | 60,146 | +1,083 | $11.1M | -$175.2K | 1.8% |
| Vise Technologies, Inc. | 3,355 | +1,024 | $617.4K | +$173.6K | 43.9% |
| PRUDENTIAL PLC | 3,221 | +1,016 | $592.7K | +$173.0K | 46.1% |
| Snowden Capital Advisors LLC | 5,328 | +1,071 | $980.6K | +$170.3K | 25.1% |
| Waverly Advisors, LLC | 4,450 | +1,029 | $819.0K | +$167.7K | 30.1% |
| MACKENZIE FINANCIAL CORP | 14,575 | +1,304 | $2.7M | +$164.1K | 9.8% |
| Hennion & Walsh Asset Management, Inc. | 7,349 | +1,095 | $1.4M | +$161.9K | 17.5% |
| PLIMOTH TRUST CO LLC | 13,848 | +1,266 | $2.5M | +$153.2K | 10.1% |
| Wealthspire Advisors, LLC | 1,291 | +819 | $237.5K | +$147.7K | 173.5% |
| Nicholas Investment Partners, LP | 4,067 | +889 | $748.4K | +$143.4K | 28.0% |
| Erste Asset Management GmbH | 2,517 | +763 | $470.5K | +$132.0K | 43.5% |
| Chicago Partners Investment Group LLC | 5,212 | +2 | $1.1M | +$129.7K | 0.0% |
| SFE Investment Counsel | 5,125 | +845 | $943.1K | +$128.4K | 19.7% |
| JOURNEY STRATEGIC WEALTH LLC | 2,279 | +733 | $419.4K | +$125.1K | 47.4% |
| QRG CAPITAL MANAGEMENT, INC. | 5,645 | +845 | $1.0M | +$125.0K | 17.6% |
| NATIONAL BANK OF CANADA /FI/ | 75,687 | +3,179 | $13.9M | +$124.8K | 4.4% |
| World Investment Advisors | 45,020 | +2,385 | $8.2M | +$123.2K | 5.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,482 | +738 | $640.7K | +$118.3K | 26.9% |
| ENVESTNET ASSET MANAGEMENT INC | 349,769 | +12,264 | $64.4M | +$117.1K | 3.6% |
| Fulton Bank, N.A. | 17,844 | +1,209 | $3.3M | +$117.0K | 7.3% |
| SAXON INTERESTS, INC. | 4,848 | +1 | $892.2K | -$110.8K | 0.0% |
| Hilltop Holdings Inc. | 4,338 | +702 | $798.2K | +$106.1K | 19.3% |
| VISTA INVESTMENT PARTNERS LLC | 19,319 | +98 | $3.6M | -$103.8K | 0.5% |
| Bryn Mawr Trust Advisors, LLC | 2,038 | +612 | $375.0K | +$103.6K | 42.9% |
| Canada Post Corp Registered Pension Plan | 2,243 | +620 | $412.8K | +$99.5K | 38.2% |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 26,605 | +371 | $4.9M | -$98.0K | 1.4% |
| XPONANCE, INC. | 27,819 | +1,409 | $5.1M | +$91.8K | 5.3% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 15,983 | +55 | $2.9M | -$90.9K | 0.3% |
| CAPTRUST FINANCIAL ADVISORS | 21,884 | +255 | $4.0M | -$90.3K | 1.2% |
| Orion Porfolio Solutions, LLC | 15,404 | +978 | $2.8M | +$88.5K | 6.8% |
| PEDDOCK CAPITAL ADVISORS, LLC | 16,836 | +98 | $3.1M | -$88.0K | 0.6% |
| Millstone Evans Group, LLC | 1,286 | +500 | $236.7K | +$87.0K | 63.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 5,154 | +621 | $948.4K | +$85.5K | 13.7% |
| Associated Banc-Corp | 2,418 | +495 | $445.0K | +$78.9K | 25.7% |
| D.A. DAVIDSON & CO. | 2,952 | +505 | $543.3K | +$77.3K | 20.6% |
| J. Safra Sarasin Holding AG | 248,403 | +8,663 | $45.7M | +$74.2K | 3.6% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1,631 | +432 | $300.1K | +$71.9K | 36.0% |
| AGP FRANKLIN, LLC | 13,137 | +62 | $2.4M | -$71.4K | 0.5% |
| USS Investment Management Ltd | 18,837 | +252 | $3.5M | -$70.8K | 1.4% |
| Peterson Wealth Services | 10,854 | +9,847 | $2.0M | -$70.4K | 977.9% |
| Vanguard Personalized Indexing Management, LLC | 16,249 | +174 | $3.0M | -$69.9K | 1.1% |
| BROWN BROTHERS HARRIMAN & CO | 2,317 | +442 | $426.4K | +$69.4K | 23.6% |
| BURKE & HERBERT BANK & TRUST CO | 2,709 | +450 | $498.5K | +$68.5K | 19.9% |
| SHEETS SMITH WEALTH MANAGEMENT | 4,281 | +500 | $787.8K | +$68.0K | 13.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | 16,987 | +901 | $3.1M | +$63.8K | 5.6% |
| Comprehensive Financial Consultants Institutional, Inc. | 15,877 | +858 | $2.9M | +$62.7K | 5.7% |
| OPPENHEIMER & CO INC | 9,612 | +620 | $1.8M | +$57.1K | 6.9% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,085 | +84 | $383.7K | -$55.8K | 4.2% |
| Rodgers Brothers Inc. | 16,487 | +275 | $3.0M | -$52.2K | 1.7% |
| Prestige Wealth Management Group LLC | 312 | +260 | $58.1K | +$48.3K | 500.0% |
| ORG Wealth Partners, LLC | 782 | +272 | $143.9K | +$46.8K | 53.3% |
| Norinchukin Bank, The | 7,197 | +476 | $1.3M | +$45.0K | 7.1% |
| Kingsview Wealth Management, LLC | 1,406 | +279 | $258.8K | +$44.3K | 24.8% |
| Cadence Bank | 8,524 | +61 | $1.6M | -$42.4K | 0.7% |
| Scissortail Wealth Management, LLC | 13,634 | +236 | $2.5M | -$41.5K | 1.8% |
| Jacobi Capital Management LLC | 10,593 | +166 | $1.9M | -$35.6K | 1.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3,322 | +287 | $611.3K | +$33.6K | 9.4% |
| Lido Advisors, LLC | 8,182 | +21 | $1.5M | -$33.2K | 0.3% |
| Family Legacy, Inc. | 8,002 | +94 | $1.5M | -$32.8K | 1.2% |
| BLAIR WILLIAM & CO/IL | 7,640 | +425 | $1.4M | +$32.4K | 5.9% |
| AFFINITY INVESTMENT ADVISORS, LLC | 7,184 | +70 | $1.3M | -$32.2K | 1.0% |
| Commonwealth Retirement Investments LLC | 7,458 | +84 | $1.4M | -$31.3K | 1.1% |
| Lifeworks Advisors, LLC | 2,920 | +261 | $537.3K | +$31.2K | 9.8% |
| Parkside Financial Bank & Trust | 881 | +184 | $162.1K | +$29.4K | 26.4% |
| Frank, Rimerman Advisors LLC | 4,560 | +2 | $839.1K | -$28.5K | 0.0% |
| JFS WEALTH ADVISORS, LLC | 228 | +152 | $42.0K | +$27.5K | 200.0% |
| Stratos Wealth Partners, LTD. | 1,493 | +190 | $274.8K | +$26.8K | 14.6% |
| MAI Capital Management | 8,375 | +139 | $1.5M | -$26.6K | 1.7% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 154 | +139 | $28.3K | +$25.5K | 926.7% |
| OneDigital Investment Advisors LLC | 1,384 | +179 | $254.7K | +$25.3K | 14.8% |
| Ellevest, Inc. | 2,570 | +216 | $472.9K | +$24.8K | 9.2% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 6,582 | +94 | $1.2M | -$23.8K | 1.4% |
| EverSource Wealth Advisors, LLC | 1,064 | +157 | $195.8K | +$23.2K | 17.3% |
| HUNTINGTON NATIONAL BANK | 5,850 | +81 | $1.1M | -$21.7K | 1.4% |
| Pacer Advisors, Inc. | 9,547 | +212 | $1.8M | -$20.2K | 2.3% |
| StoneX Group Inc. | 1,542 | +155 | $283.8K | +$19.7K | 11.2% |
| Sowell Financial Services LLC | 10,935 | +266 | $2.0M | -$18.7K | 2.5% |
| Wealthfront Advisers LLC | 8,317 | +181 | $1.5M | -$18.3K | 2.2% |
| Private Advisor Group, LLC | 6,063 | +106 | $1.1M | -$18.2K | 1.8% |
| Clearstead Advisors, LLC | 1,847 | +153 | $339.9K | +$17.5K | 9.0% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2,822 | +5 | $519.4K | -$16.9K | 0.2% |
| STRS OHIO | 2,799 | +5 | $515.1K | -$16.8K | 0.2% |
| FIDUCIARY FINANCIAL GROUP, LLC | 1,914 | +150 | $352.2K | +$16.4K | 8.5% |
| Cornerstone Planning Group LLC | 74 | +72 | $14.6K | +$14.6K | 3600.0% |
| Czech National Bank | 30,671 | +946 | $5.6M | -$14.4K | 3.2% |
| Vontobel Holding Ltd. | 3,352 | +38 | $616.8K | -$14.0K | 1.1% |
| Koshinski Asset Management, Inc. | 1,781 | +130 | $327.8K | +$13.5K | 7.9% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 196 | +76 | $36.1K | +$13.2K | 63.3% |
| MCF Advisors LLC | 241 | +74 | $44.3K | +$12.6K | 44.3% |
| NBC SECURITIES, INC. | 3,895 | +192 | $716.8K | +$11.8K | 5.2% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 2,805 | +32 | $516.2K | -$11.7K | 1.1% |
| SG Americas Securities, LLC | 68,977 | +63,519 | $12.7K | +$11.7K | 1163.8% |
| TWIN CAPITAL MANAGEMENT INC | 1,857 | +1 | $341.7K | -$11.6K | 0.1% |
| CARY STREET PARTNERS FINANCIAL LLC | 2,208 | +16 | $406.3K | -$11.0K | 0.7% |
| 180 WEALTH ADVISORS, LLC | 1,708 | +3 | $314.2K | -$10.3K | 0.2% |
| Mesirow Financial Investment Management, Inc. | 1,964 | +15 | $361.3K | -$9.7K | 0.8% |
| LAFFER TENGLER INVESTMENTS, INC. | 1,560 | +1 | $287.1K | -$9.7K | 0.1% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2,304 | +124 | $423.9K | +$9.0K | 5.7% |
| L2 Asset Management, LLC | 1,495 | +4 | $275.1K | -$8.6K | 0.3% |
| Advisory Services Network, LLC | 18,696 | +667 | $3.4M | +$8.5K | 3.7% |
| Powers Advisory Group, LLC | 1,477 | +6 | $271.7K | -$8.2K | 0.4% |
| CENTRAL TRUST Co | 1,339 | +3 | $246.4K | -$7.9K | 0.2% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3,837 | +87 | $706.3K | -$7.7K | 2.3% |
| AA Financial Advisors, LLC | 1,474 | +89 | $271.2K | +$7.6K | 6.4% |
| Apella Capital, LLC | 2,341 | +3 | $430.8K | -$7.5K | 0.1% |
| IHT Wealth Management, LLC | 1,649 | +93 | $303.5K | +$7.3K | 6.0% |
| Haverford Trust Co | 1,175 | +2 | $216.2K | -$7.1K | 0.2% |
| MTM Investment Management, LLC | 1,229 | +4 | $226.1K | -$7.0K | 0.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 129,599 | +39,108 | $23.9K | +$6.8K | 43.2% |
| 44 WEALTH MANAGEMENT LLC | 1,467 | +13 | $270.0K | -$6.8K | 0.9% |
| PINNACLE ASSOCIATES LTD | 1,130 | +2 | $207.9K | -$6.8K | 0.2% |
| OAKWORTH CAPITAL, INC. | 1,320 | +78 | $242.9K | +$6.5K | 6.3% |
| Sage Private Wealth Group, LLC | 2,107 | +37 | $387.8K | -$6.2K | 1.8% |
| Avidian Wealth Enterprises, LLC | 1,738 | +91 | $319.7K | +$6.1K | 5.5% |
| TRUST CO OF VERMONT | 64 | +34 | $11.8K | +$6.1K | 113.3% |
| SJS Investment Consulting Inc. | 45 | +33 | $8.3K | +$6.0K | 275.0% |
| Cullen/Frost Bankers, Inc. | 950 | +62 | $174.9K | +$5.8K | 7.0% |
| Glenview Trust co | 1,326 | +18 | $244.0K | -$5.0K | 1.4% |
| Enterprise Financial Services Corp | 1,328 | +21 | $244.4K | -$4.4K | 1.6% |
| BI Asset Management Fondsmaeglerselskab A/S | 94,979 | +25,785 | $17.5K | +$4.3K | 37.3% |
| 1620 INVESTMENT ADVISORS, INC. | 2,190 | +51 | $403.0K | -$4.2K | 2.4% |
| Colonial Trust Co / SC | 31 | +22 | $5.7K | +$4.0K | 244.4% |
| QV Investors Inc. | 53,872 | +21,190 | $9.9K | +$3.7K | 64.8% |
| Sound Income Strategies, LLC | 63 | +9 | $13.5K | +$3.4K | 16.7% |
| Concord Asset Management, LLC/VA | 4,520 | +133 | $831.7K | -$3.3K | 3.0% |
| Mutual Advisors, LLC | 3,516 | +30 | $647.0K | -$3.1K | 0.9% |
| Miracle Mile Advisors, LLC | 1,799 | +44 | $331.1K | -$3.0K | 2.5% |
| Concord Wealth Partners | 4,528 | +137 | $833.2K | -$2.6K | 3.1% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,144 | +51 | $210.5K | +$2.5K | 4.7% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 9,536 | +307 | $1.8M | -$2.0K | 3.3% |
| Turning Point Benefit Group, Inc. | 15 | +10 | $2.8K | +$1.8K | 200.0% |
| CYBER HORNET ETFs LLC | 341 | +20 | $62.8K | +$1.6K | 6.2% |
| Transamerica Financial Advisors, LLC | 56 | +9 | $10.3K | +$1.4K | 19.1% |
| Hughes Financial Services, LLC | 81 | +3 | $14.9K | +$1.4K | 3.8% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 116,019 | +10,805 | $21.4K | +$1.3K | 10.3% |
| Janney Montgomery Scott LLC | 36,268 | +7,377 | $6.7K | +$1.2K | 25.5% |
| Westfuller Advisors, LLC | 33 | +7 | $6.1K | +$1.1K | 26.9% |
| Activest Wealth Management | 62 | +8 | $11.4K | +$1.1K | 14.8% |
| Manchester Capital Management LLC | 38 | +7 | $7.0K | +$1.1K | 22.6% |
| Quaker Wealth Management, LLC | 225 | +2 | $41.3K | -$1.1K | 0.9% |
| Bay Harbor Wealth Management, LLC | 13 | +6 | $2.4K | +$1.1K | 85.7% |
| Carolina Wealth Advisors, LLC | 249 | +3 | $45.8K | -$1.0K | 1.2% |
| UMB Bank, n.a. | 1,103 | +42 | $203.0K | +$1.0K | 4.0% |
| SBI Securities Co., Ltd. | 292 | +5 | $53.7K | -$899 | 1.7% |
| Valeo Financial Advisors, LLC | 1,248 | +37 | $229.6K | -$866 | 3.0% |
| Rakuten Securities, Inc. | 22 | +5 | $4.0K | +$812 | 29.4% |
| Cambridge Investment Research Advisors, Inc. | 18,348 | +4,203 | $3.4K | +$683 | 29.7% |
| NATIXIS ADVISORS, LLC | 142,033 | +8,073 | $26.1K | +$636 | 6.0% |
| CWM, LLC | 14,693 | +3,708 | $2.7K | +$613 | 33.8% |
| AdvisorNet Financial, Inc | 468 | +13 | $86.1K | -$493 | 2.9% |
| VAN ECK ASSOCIATES CORP | 21,307 | +2,631 | $3.9K | +$366 | 14.1% |
| Bogart Wealth, LLC | 320 | +9 | $58.9K | -$361 | 2.9% |
| Thrivent Financial for Lutherans | 6,793 | +1,161 | $1.3K | +$180 | 20.6% |
| S&T Bank/PA | 4 | +1 | $736 | +$165 | 33.3% |
| HFM Investment Advisors, LLC | 7 | +1 | $1.3K | +$147 | 16.7% |
| Archer Investment Corp | 26 | +1 | $4.7K | -$121 | 4.0% |
| Dunhill Financial, LLC | 11 | +1 | $2.0K | +$107 | 10.0% |
| Capital Analysts, LLC | 12,469 | +729 | $2.3K | +$59 | 6.2% |
| Daiwa Securities Group Inc. | 19,307 | +374 | $3.6K | -$52 | 2.0% |
| CX Institutional | 8,458 | +538 | $1.6K | +$48 | 6.8% |
| BESSEMER GROUP INC | 6,464 | +106 | $1.2K | -$21 | 1.7% |
| Covestor Ltd | 177 | +42 | $33 | +$8 | 31.1% |
| GW&K Investment Management, LLC | 106 | +32 | $20 | +$6 | 43.2% |
| WEDBUSH SECURITIES INC | 1,302 | +17 | $240 | -$5 | 1.3% |