13F QoQ Ownership Changes
DTK Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 154 new · 305 added · 493 reduced · 111 exited
New Positions(154)
Added To(305)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 2,729,226 | +1,895,631 | $352.0M | +$234.1M | 227.4% |
| VANGUARD GROUP INC | 26,305,533 | +766,499 | $3.39B | -$219.1M | 3.0% |
| Soroban Capital Partners LP | 1,998,510 | +1,148,697 | $282.6M | +$162.5M | 135.2% |
| Capital Research Global Investors | 12,447,948 | +379,443 | $1.61B | -$101.3M | 3.1% |
| STATE STREET CORP | 11,078,346 | +272,068 | $1.44B | -$98.2M | 2.5% |
| Qube Research & Technologies Ltd | 692,514 | +585,438 | $89.3M | +$74.2M | 546.7% |
| AMERIPRISE FINANCIAL INC | 5,694,794 | +123,713 | $734.2M | -$53.8M | 2.2% |
| MUFG Securities EMEA plc | 416,720 | +412,747 | $53.7M | +$53.2M | 10388.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,592,670 | +117,322 | $718.7M | -$52.7M | 2.1% |
| Amundi | 715,240 | +395,133 | $92.3M | +$46.9M | 123.4% |
| BlackRock, Inc. | 18,769,547 | +1,399,770 | $2.42B | -$35.7M | 8.1% |
| D. E. Shaw & Co., Inc. | 362,037 | +246,075 | $46.7M | +$30.3M | 212.2% |
| JANUS HENDERSON GROUP PLC | 3,044,198 | +65,080 | $392.6M | -$28.7M | 2.2% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 227,886 | +177,829 | $29.4M | +$22.3M | 355.3% |
| Invesco Ltd. | 2,521,165 | +75,696 | $325.2M | -$20.7M | 3.1% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 152,265 | +134,144 | $19.6M | +$17.1M | 740.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,353,770 | +16,203 | $174.6M | -$14.6M | 1.2% |
| FRANKLIN RESOURCES INC | 1,549,640 | +37,584 | $199.9M | -$14.0M | 2.5% |
| CITADEL ADVISORS LLC | 230,821 | +116,400 | $29.8M | +$13.6M | 101.7% |
| ALLIANCEBERNSTEIN L.P. | 337,790 | +112,677 | $43.6M | +$11.7M | 50.0% |
| Engineers Gate Manager LP | 84,618 | +79,129 | $10.9M | +$10.1M | 1441.6% |
| Campbell & CO Investment Adviser LLC | 79,581 | +75,589 | $10.3M | +$9.7M | 1893.5% |
| DEPRINCE RACE & ZOLLO INC | 203,303 | +84,198 | $26.2M | +$9.4M | 70.7% |
| DIMENSIONAL FUND ADVISORS LP | 791,477 | +10,650 | $102.1M | -$8.3M | 1.4% |
| Man Group plc | 109,192 | +66,797 | $14.1M | +$8.1M | 157.6% |
| SEI INVESTMENTS CO | 123,354 | +65,545 | $15.9M | +$7.7M | 113.4% |
| TORONTO DOMINION BANK | 151,216 | +65,733 | $19.5M | +$7.4M | 76.9% |
| Allspring Global Investments Holdings, LLC | 188,845 | +57,698 | $24.6M | +$6.2M | 44.0% |
| FORSTA AP-FONDEN | 115,100 | +51,700 | $14.8M | +$5.9M | 81.5% |
| Vinva Investment Management Ltd | 48,216 | +45,211 | $6.3M | +$5.8M | 1504.5% |
| IFM Investors Pty Ltd | 30,864 | +168 | $4.0K | -$4.3M | 0.5% |
| DEUTSCHE BANK AG\ | 526,648 | +18,021 | $67.9M | -$4.0M | 3.5% |
| CoreCap Advisors, LLC | 62,928 | +32,151 | $8.1M | +$3.8M | 104.5% |
| NewEdge Advisors, LLC | 373,241 | +6,362 | $48.1M | -$3.7M | 1.7% |
| Nuveen, LLC | 441,807 | +14,670 | $57.0M | -$3.4M | 3.4% |
| WELLS FARGO & COMPANY/MN | 317,248 | +51,448 | $40.9M | +$3.3M | 19.4% |
| AlphaQuest LLC | 28,439 | +24,055 | $3.7M | +$3.0M | 548.7% |
| JANE STREET GROUP, LLC | 223,782 | +1,043 | $28.9M | -$2.6M | 0.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65,555 | +24,071 | $8.5M | +$2.6M | 58.0% |
| OMERS ADMINISTRATION Corp | 91,194 | +26,500 | $11.8M | +$2.6M | 41.0% |
| CITIGROUP INC | 218,277 | +1,600 | $28.2M | -$2.5M | 0.7% |
| Qsemble Capital Management, LP | 30,259 | +19,496 | $3.9M | +$2.4M | 181.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 434,211 | +18,861 | $56.6M | -$2.1M | 4.5% |
| CIBC Asset Management Inc | 53,763 | +19,755 | $6.9M | +$2.1M | 58.1% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 17,973 | +16,451 | $2.3M | +$2.1M | 1080.9% |
| DARK FOREST CAPITAL MANAGEMENT LP | 80,633 | +21,451 | $10.4M | +$2.0M | 36.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 302,304 | +12,026 | $39.1M | -$1.9M | 4.1% |
| MARTINGALE ASSET MANAGEMENT L P | 174,218 | +2,067 | $22.5M | -$1.9M | 1.2% |
| Magellan Asset Management Ltd | 169,278 | +2,046 | $21.8M | -$1.8M | 1.2% |
| Graham Capital Management, L.P. | 23,193 | +13,733 | $3.0M | +$1.7M | 145.2% |
| Focus Partners Wealth | 223,901 | +16,371 | $30.7M | +$1.5M | 7.9% |
| AMERICAN CENTURY COMPANIES INC | 136,078 | +1,474 | $17.6M | -$1.5M | 1.1% |
| Edgestream Partners, L.P. | 72,354 | +16,587 | $9.3M | +$1.4M | 29.7% |
| TUDOR INVESTMENT CORP ET AL | 12,329 | +10,829 | $1.6M | +$1.4M | 721.9% |
| Blue Chip Partners, LLC | 129,401 | +1,891 | $16.7M | -$1.3M | 1.5% |
| STATE OF WISCONSIN INVESTMENT BOARD | 127,972 | +2,249 | $16.5M | -$1.3M | 1.8% |
| CI INVESTMENTS INC. | 8,944 | +2,887 | $1.2M | +$1.2M | 47.7% |
| GoalVest Advisory LLC | 8,800 | +8,655 | $1.1M | +$1.1M | 5969.0% |
| Asset Management One Co., Ltd. | 115,774 | +2,386 | $15.0M | -$1.0M | 2.1% |
| Creative Planning | 80,767 | +261 | $10.4M | -$968.7K | 0.3% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 122,581 | +4,339 | $15.8M | -$912.5K | 3.7% |
| ALLSTATE CORP | 15,239 | +7,597 | $2.0M | +$884.7K | 99.4% |
| AE Wealth Management LLC | 123,173 | +4,652 | $15.9M | -$875.3K | 3.9% |
| NOMURA ASSET MANAGEMENT CO LTD | 70,289 | +139 | $9.1M | -$855.4K | 0.2% |
| Roof Eidam Maycock Peralta, LLC | 8,308 | +6,525 | $1.1M | +$819.4K | 365.9% |
| Walleye Trading LLC | 10,853 | +6,163 | $1.4M | +$736.5K | 131.4% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 9,798 | +5,808 | $1.3M | +$706.5K | 145.6% |
| Pacer Advisors, Inc. | 24,563 | +7,059 | $3.2M | +$692.5K | 40.3% |
| Woodline Partners LP | 35,432 | +7,997 | $4.6M | +$689.9K | 29.1% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 792,446 | +64,904 | $102.2M | -$686.6K | 8.9% |
| Corient Private Wealth LLC | 49,206 | +1,326 | $6.1M | -$679.4K | 2.8% |
| Capital International, Inc./CA/ | 118,281 | +15,105 | $15.3M | +$663.7K | 14.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 96,837 | +3,722 | $12.5M | -$654.7K | 4.0% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 6,759 | +5,147 | $879.6K | +$649.9K | 319.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 54,656 | +8,307 | $7.1M | +$564.1K | 17.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 36,764 | +6,941 | $4.7M | +$524.0K | 23.3% |
| Ameritas Advisory Services, LLC | 4,100 | +4,025 | $528.8K | +$518.2K | 5366.7% |
| NISA INVESTMENT ADVISORS, LLC | 53,546 | +1,076 | $7.0M | -$511.2K | 2.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 52,933 | +8,148 | $6.8M | +$493.4K | 18.2% |
| Mirae Asset Global Investments Co., Ltd. | 34,227 | +6,478 | $4.4M | +$490.1K | 23.3% |
| XTX Topco Ltd | 6,046 | +3,828 | $779.8K | +$466.1K | 172.6% |
| Empowered Funds, LLC | 10,234 | +4,167 | $1.3M | +$461.9K | 68.7% |
| Tidal Investments LLC | 5,908 | +3,582 | $762.0K | +$433.0K | 154.0% |
| Aberdeen Group plc | 105,436 | +11,972 | $13.6M | +$432.9K | 12.8% |
| Investment Management Corp of Ontario | 14,049 | +4,294 | $1.8M | +$432.4K | 44.0% |
| CANADA PENSION PLAN INVESTMENT BOARD | 174,343 | +18,283 | $22.5M | +$415.2K | 11.7% |
| Czech National Bank | 54,762 | +2,038 | $7.1M | -$393.6K | 3.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 121,274 | +13,454 | $15.6M | +$392.9K | 12.5% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 122,111 | +13,455 | $15.7M | +$382.7K | 12.4% |
| FSA Advisors, Inc. | 6,747 | +3,272 | $870.2K | +$378.7K | 94.2% |
| Independent Advisor Alliance | 13,970 | +3,882 | $1.8M | +$375.0K | 38.5% |
| MACQUARIE GROUP LTD | 18,228 | +4,158 | $2.4M | +$361.1K | 29.6% |
| Cyndeo Wealth Partners, LLC | 64,723 | +3,240 | $8.3M | -$347.5K | 5.3% |
| Bridgewater Associates, LP | 33,254 | +5,352 | $4.3M | +$342.9K | 19.2% |
| National Pension Service | 288,374 | +27,808 | $37.2M | +$342.6K | 10.7% |
| CAPITAL INTERNATIONAL SARL | 9,984 | +3,229 | $1.3M | +$332.4K | 47.8% |
| Lido Advisors, LLC | 65,517 | +622 | $8.9M | -$328.4K | 0.9% |
| NEOS Investment Management LLC | 29,993 | +4,948 | $3.9M | +$326.4K | 19.8% |
| Meiji Yasuda Asset Management Co Ltd. | 26,255 | +4,580 | $3.4M | +$320.9K | 21.1% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 28,379 | +332 | $3.7M | -$306.4K | 1.2% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 23,736 | +20 | $3.1M | -$292.7K | 0.1% |
| Center for Financial Planning, Inc. | 7,473 | +2,721 | $963.9K | +$291.8K | 57.3% |
| Eley Financial Management, Inc | 31,492 | +786 | $4.1M | -$280.9K | 2.5% |
| Hennion & Walsh Asset Management, Inc. | 23,799 | +4,032 | $3.1M | +$273.9K | 20.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 26,634 | +408 | $3.4M | -$273.9K | 1.6% |
| Forvis Mazars Wealth Advisors, LLC | 18,776 | +3,469 | $2.4M | +$256.8K | 22.7% |
| Virtue Capital Management, LLC | 16,360 | +13,072 | $313.3K | -$256.7K | 397.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,588 | +443 | $3.3M | -$255.9K | 1.8% |
| OSTRUM ASSET MANAGEMENT | 3,047 | +2,077 | $393.0K | +$255.8K | 214.1% |
| LINCOLN CAPITAL CORP | 22,208 | +154 | $2.9M | -$254.6K | 0.7% |
| CREDIT AGRICOLE S A | 69,122 | +7,841 | $8.9M | +$248.4K | 12.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 19,419 | +131 | $2.5M | -$223.2K | 0.7% |
| ALPS ADVISORS INC | 8,694 | +2,306 | $1.1M | +$217.9K | 36.1% |
| HUNTINGTON NATIONAL BANK | 17,587 | +64 | $2.3M | -$209.9K | 0.4% |
| PNC Financial Services Group, Inc. | 60,250 | +6,728 | $7.8M | +$201.4K | 12.6% |
| M&T Bank Corp | 7,516 | +2,060 | $969.5K | +$197.7K | 37.8% |
| BANK OF MONTREAL /CAN/ | 246,041 | +23,055 | $31.7M | +$197.5K | 10.3% |
| New Age Alpha Advisors, LLC | 1,712 | +1,527 | $220.8K | +$194.6K | 825.4% |
| PLANNING ALTERNATIVES LTD /ADV | 15,606 | +25 | $2.0M | -$190.8K | 0.2% |
| Kestra Advisory Services, LLC | 19,411 | +362 | $2.5M | -$190.4K | 1.9% |
| Concurrent Investment Advisors, LLC | 7,445 | +1,994 | $960.3K | +$189.3K | 36.6% |
| Stonebrook Private Inc. | 4,584 | +1,571 | $591.2K | +$165.1K | 52.1% |
| HighPoint Advisor Group LLC | 15,400 | +203 | $2.0M | -$163.1K | 1.3% |
| FIRST AMERICAN BANK | 13,064 | +9 | $1.7M | -$161.4K | 0.1% |
| Vestmark Advisory Solutions, Inc. | 7,041 | +1,724 | $908.2K | +$156.2K | 32.4% |
| AlphaCore Capital LLC | 3,732 | +1,430 | $481.4K | +$153.1K | 62.1% |
| PINNACLE ASSOCIATES LTD | 12,231 | +3 | $1.6M | -$151.9K | 0.0% |
| Rockefeller Capital Management L.P. | 29,514 | +3,660 | $3.8M | +$150.2K | 14.2% |
| XPONANCE, INC. | 34,390 | +1,979 | $4.4M | -$148.3K | 6.1% |
| Merit Financial Group, LLC | 10,517 | +1,947 | $1.4M | +$144.5K | 22.7% |
| Rafferty Asset Management, LLC | 22,871 | +1,015 | $2.9M | -$141.2K | 4.6% |
| MORTON COMMUNITY BANK | 32,325 | +1,235 | $4.3M | +$129.9K | 4.0% |
| Atom Investors LP | 2,843 | +1,115 | $366.7K | +$122.3K | 64.5% |
| TRUIST FINANCIAL CORP | 11,030 | +117 | $1.4M | -$120.8K | 1.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,796 | +12 | $1.3M | -$120.5K | 0.1% |
| Wealthfront Advisers LLC | 27,415 | +1,579 | $3.5M | -$118.0K | 6.1% |
| Vise Technologies, Inc. | 5,560 | +1,274 | $717.1K | +$110.9K | 29.7% |
| Bernard Wealth Management Corp. | 11,286 | +211 | $1.5M | -$110.6K | 1.9% |
| GUGGENHEIM CAPITAL LLC | 38,370 | +2,615 | $4.9M | -$107.9K | 7.3% |
| UMB Bank, n.a. | 9,187 | +57 | $1.2M | -$106.3K | 0.6% |
| Callan Family Office, LLC | 6,310 | +1,285 | $813.9K | +$103.2K | 25.6% |
| Farther Finance Advisors, LLC | 8,516 | +1,457 | $1.1M | +$100.0K | 20.6% |
| Advance Capital Management, Inc. | 6,206 | +1,253 | $800.5K | +$99.9K | 25.3% |
| Impact Capital Partners LLC | 8,086 | +8 | $1.0M | -$99.5K | 0.1% |
| QUADRANT CAPITAL GROUP LLC | 8,160 | +16 | $1.1M | -$99.3K | 0.2% |
| Leo Wealth, LLC | 2,539 | +922 | $327.4K | +$98.8K | 57.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 2,835 | +944 | $365.6K | +$98.2K | 49.9% |
| B. Metzler seel. Sohn & Co. AG | 10,759 | +269 | $1.4M | -$95.9K | 2.6% |
| Atria Investments, Inc | 13,581 | +1,860 | $1.8M | +$94.0K | 15.9% |
| Federation des caisses Desjardins du Quebec | 9,203 | +145 | $1.2M | -$93.9K | 1.6% |
| M1 Capital Management LLC | 7,720 | +15 | $995.8K | -$93.9K | 0.2% |
| MACKENZIE FINANCIAL CORP | 38,135 | +2,557 | $4.9M | -$92.4K | 7.2% |
| PFG Investments, LLC | 8,398 | +97 | $1.1M | -$90.8K | 1.2% |
| JONES FINANCIAL COMPANIES LLLP | 19,972 | +2,137 | $2.6M | +$89.1K | 12.0% |
| CITY HOLDING CO | 8,467 | +134 | $1.1M | -$86.5K | 1.6% |
| Strategic Investment Advisors / MI | 7,288 | +37 | $940.0K | -$85.5K | 0.5% |
| Horizon Investments, LLC | 16,314 | +2,040 | $2.1M | +$85.4K | 14.3% |
| FIFTH THIRD BANCORP | 7,755 | +87 | $1.0M | -$84.2K | 1.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 6,636 | +20 | $855.9K | -$79.8K | 0.3% |
| NewEdge Wealth, LLC | 2,464 | +687 | $317.8K | +$79.7K | 38.7% |
| EXCHANGE TRADED CONCEPTS, LLC | 9,750 | +1,387 | $1.3M | +$74.8K | 16.6% |
| ALTFEST L J & CO INC | 6,059 | +19 | $781.4K | -$72.8K | 0.3% |
| Lakeshore Financial Planning, Inc. | 5,753 | +5 | $742.0K | -$71.2K | 0.1% |
| North Star Investment Management Corp. | 5,809 | +18 | $749.3K | -$69.8K | 0.3% |
| FOUNDERS FINANCIAL SECURITIES LLC | 8,410 | +287 | $1.1M | -$64.1K | 3.5% |
| Centennial Wealth Advisory LLC | 6,678 | +143 | $861.6K | -$62.8K | 2.2% |
| Steward Partners Investment Advisory, LLC | 8,851 | +336 | $1.1M | -$62.6K | 3.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7,791 | +1,116 | $1.0M | +$60.8K | 16.7% |
| STRS OHIO | 4,963 | +8 | $640.1K | -$60.7K | 0.2% |
| Cadence Bank | 9,711 | +431 | $1.3M | -$59.9K | 4.6% |
| Probity Advisors, Inc. | 6,853 | +202 | $883.9K | -$56.8K | 3.0% |
| WealthBridge Capital Management, LLC | 7,267 | +239 | $937.3K | -$56.7K | 3.4% |
| TWIN CAPITAL MANAGEMENT INC | 4,706 | +18 | $607.0K | -$56.0K | 0.4% |
| Envestnet Portfolio Solutions, Inc. | 6,123 | +148 | $789.8K | -$55.3K | 2.5% |
| GREENLEAF TRUST | 6,963 | +231 | $898.1K | -$54.0K | 3.4% |
| Savvy Advisors, Inc. | 3,270 | +667 | $421.8K | +$53.6K | 25.6% |
| D.A. DAVIDSON & CO. | 4,941 | +70 | $637.4K | -$51.6K | 1.4% |
| STEPHENS INC /AR/ | 4,643 | +44 | $598.8K | -$51.6K | 0.9% |
| Global Retirement Partners, LLC | 3,034 | +632 | $391.3K | +$51.5K | 26.3% |
| Williams Jones Wealth Management, LLC. | 4,824 | +61 | $622.2K | -$51.4K | 1.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,551 | +215 | $845.0K | -$51.2K | 3.4% |
| TECTONIC ADVISORS LLC | 5,719 | +152 | $737.7K | -$49.7K | 2.7% |
| Jacobi Capital Management LLC | 4,908 | +106 | $633.0K | -$46.1K | 2.2% |
| Prospera Financial Services Inc | 6,944 | +928 | $895.8K | +$44.8K | 15.4% |
| Belpointe Asset Management LLC | 2,400 | +527 | $309.6K | +$44.6K | 28.1% |
| AdvisorNet Financial, Inc | 3,013 | +577 | $388.6K | +$44.0K | 23.7% |
| Sequoia Financial Advisors, LLC | 19,608 | +2,035 | $2.5M | +$43.8K | 11.6% |
| Carrera Capital Advisors | 4,097 | +664 | $532.9K | +$43.5K | 19.3% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 6,720 | +287 | $866.7K | -$43.1K | 4.5% |
| Princeton Global Asset Management LLC | 4,395 | +90 | $566.9K | -$42.0K | 2.1% |
| Sound Income Strategies, LLC | 1,313 | +320 | $178.0K | +$38.8K | 32.2% |
| SG Americas Securities, LLC | 306,386 | +300,874 | $39.5K | +$38.7K | 5458.5% |
| Crossmark Global Holdings, Inc. | 6,161 | +278 | $794.6K | -$37.4K | 4.7% |
| Elevated Capital Advisors, LLC | 5,145 | +190 | $663.6K | -$37.2K | 3.8% |
| Kingsview Wealth Management, LLC | 5,978 | +271 | $771.1K | -$36.1K | 4.7% |
| Pallas Capital Advisors LLC | 37,428 | +3,043 | $4.8M | -$35.6K | 8.8% |
| OneDigital Investment Advisors LLC | 4,052 | +112 | $522.6K | -$34.6K | 2.8% |
| Brookstone Capital Management | 3,085 | +35 | $397.9K | -$33.6K | 1.1% |
| MILLER HOWARD INVESTMENTS INC /NY | 15,347 | +1,125 | $2.0M | -$32.0K | 7.9% |
| MML INVESTORS SERVICES, LLC | 23,304 | +1,829 | $3.0M | -$31.3K | 8.5% |
| Nemes Rush Group LLC | 4,044 | +137 | $521.6K | -$31.0K | 3.5% |
| Norinchukin Bank, The | 13,665 | +986 | $1.8M | -$30.7K | 7.8% |
| Ethic Inc. | 10,205 | +681 | $1.3M | -$30.6K | 7.2% |
| Quantum Financial Advisors, LLC | 2,675 | +19 | $345.0K | -$30.6K | 0.7% |
| Fairscale Capital, LLC | 1,093 | +312 | $141.9K | +$30.6K | 39.9% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5,904 | +304 | $761.5K | -$30.5K | 5.4% |
| Voleon Capital Management LP | 3,800 | +126 | $490.1K | -$29.5K | 3.4% |
| ProShare Advisors LLC | 50,928 | +4,279 | $6.6M | -$28.9K | 9.2% |
| Summit Financial Consulting LLC | 2,347 | +3 | $302.7K | -$28.8K | 0.1% |
| Glenview Trust co | 3,316 | +92 | $427.7K | -$28.3K | 2.9% |
| Bryn Mawr Trust Advisors, LLC | 2,440 | +19 | $314.7K | -$27.7K | 0.8% |
| Discipline Wealth Solutions, LLC | 2,192 | +2 | $282.7K | -$27.1K | 0.1% |
| Fiduciary Alliance LLC | 2,906 | +65 | $374.8K | -$27.0K | 2.3% |
| Zhang Financial LLC | 2,271 | +10 | $292.9K | -$26.9K | 0.4% |
| Asset Allocation Strategies LLC | 2,214 | +6 | $285.6K | -$26.6K | 0.3% |
| Retirement Income Solutions, Inc | 2,435 | +34 | $314.1K | -$25.6K | 1.4% |
| Paragon Private Wealth Management, LLC | 2,518 | +46 | $324.8K | -$24.8K | 1.9% |
| BALANCED WEALTH GROUP LLC | 3,088 | +1 | $432.8K | +$24.0K | 0.0% |
| DAHRING | CUSMANO LLC | 2,020 | +15 | $260.5K | -$23.0K | 0.7% |
| Advisory Alpha, LLC | 2,274 | +3 | $293.4K | -$22.9K | 0.1% |
| 626 Financial, LLC | 1,822 | +1 | $235.0K | -$22.5K | 0.1% |
| INTEGRITY ALLIANCE, LLC. | 1,902 | +10 | $245.4K | -$22.3K | 0.5% |
| Atlanta Consulting Group Advisors, LLC | 1,833 | +3 | $238.6K | -$22.3K | 0.2% |
| SIGNATUREFD, LLC | 3,173 | +128 | $409.3K | -$21.4K | 4.2% |
| OPPENHEIMER & CO INC | 2,313 | +353 | $298.3K | +$21.1K | 18.0% |
| Patriot Financial Group Insurance Agency, LLC | 1,678 | +2 | $216.4K | -$20.6K | 0.1% |
| Morey & Quinn Wealth Partners, LLC | 1,693 | +6 | $218.3K | -$20.3K | 0.3% |
| Snowden Capital Advisors LLC | 1,784 | +14 | $232.1K | -$20.2K | 0.8% |
| Quest 10 Wealth Builders, Inc. | 205 | +157 | $26.4K | +$19.9K | 327.1% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14,900 | +1,450 | $1.9M | +$19.6K | 10.8% |
| Capital Asset Advisory Services LLC | 2,863 | +99 | $372.3K | -$18.7K | 3.6% |
| Csenge Advisory Group | 1,676 | +19 | $216.2K | -$18.2K | 1.1% |
| ASSETMARK, INC | 4,781 | +296 | $616.6K | -$17.6K | 6.6% |
| Financial Perspectives, Inc | 1,369 | +6 | $176.6K | -$16.3K | 0.4% |
| Prestige Wealth Management Group LLC | 150 | +125 | $19.5K | +$15.9K | 500.0% |
| TD PRIVATE CLIENT WEALTH LLC | 1,824 | +273 | $235.3K | +$15.9K | 17.6% |
| Sonoma Allocations LLC | 1,972 | +17 | $262.2K | -$14.4K | 0.9% |
| Valeo Financial Advisors, LLC | 1,672 | +46 | $215.7K | -$14.3K | 2.8% |
| Parallel Advisors, LLC | 2,189 | +94 | $282.3K | -$14.0K | 4.5% |
| Prime Capital Investment Advisors, LLC | 2,682 | +332 | $345.9K | +$13.6K | 14.1% |
| CARY STREET PARTNERS FINANCIAL LLC | 3,351 | +200 | $432.2K | -$13.4K | 6.3% |
| SOA Wealth Advisors, LLC. | 1,031 | +4 | $133.0K | -$12.3K | 0.4% |
| Washington Trust Advisors, Inc. | 1,031 | +5 | $133.0K | -$12.1K | 0.5% |
| Gallagher Fiduciary Advisors, LLC | 4,116 | +281 | $530.8K | -$11.6K | 7.3% |
| Huber Capital Management LLC | 6,643 | +503 | $856.8K | -$11.6K | 8.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | 5,137 | +531 | $662.6K | +$11.2K | 11.5% |
| Segment Wealth Management, LLC | 1,744 | +76 | $224.9K | -$11.0K | 4.5% |
| CALTON & ASSOCIATES, INC. | 2,206 | +123 | $284.5K | -$10.2K | 5.9% |
| DANSKE BANK A/S | 3,075 | +200 | $396.6K | -$10.0K | 7.0% |
| State of Wyoming | 451 | +95 | $58.2K | +$7.8K | 26.7% |
| CITIZENS FINANCIAL GROUP INC/RI | 2,884 | +309 | $371.9K | +$7.8K | 12.0% |
| Secure Asset Management, LLC | 4,829 | +335 | $622.8K | -$7.0K | 7.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,292 | +160 | $297.2K | -$6.6K | 7.5% |
| Spire Wealth Management | 546 | +3 | $70.4K | -$6.4K | 0.6% |
| Assenagon Asset Management S.A. | 6,427 | +610 | $829.0K | +$6.3K | 10.5% |
| MIZUHO SECURITIES USA LLC | 15,122 | +3 | $2.1M | +$6.1K | 0.0% |
| Beacon Pointe Advisors, LLC | 7,013 | +574 | $904.9K | -$6.0K | 8.9% |
| Cornerstone Planning Group LLC | 44 | +40 | $6.0K | +$5.6K | 1000.0% |
| Crestwood Advisors Group, LLC | 2,176 | +230 | $280.6K | +$5.4K | 11.8% |
| First Command Advisory Services, Inc. | 738 | +28 | $95.2K | -$5.2K | 3.9% |
| Root Financial Partners, LLC | 178 | +49 | $23.0K | +$4.7K | 38.0% |
| Smartleaf Asset Management LLC | 4,277 | +368 | $555.1K | +$4.5K | 9.4% |
| HARBOUR INVESTMENTS, INC. | 4,629 | +377 | $597.0K | -$4.4K | 8.9% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 353,957 | +1,576 | $45.7K | -$4.2K | 0.4% |
| Advisors Capital Management, LLC | 1,838 | +135 | $237.2K | -$3.8K | 7.9% |
| Manchester Capital Management LLC | 340 | +56 | $43.9K | +$3.7K | 19.7% |
| Bare Financial Services, Inc | 31 | +24 | $4.0K | +$3.0K | 342.9% |
| N.E.W. Advisory Services LLC | 227 | +1 | $29.3K | -$2.7K | 0.4% |
| CYBER HORNET ETFs LLC | 592 | +34 | $76.4K | -$2.6K | 6.1% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 277 | +8 | $35.7K | -$2.3K | 3.0% |
| FIRST HORIZON CORP | 259 | +7 | $33.4K | -$2.2K | 2.8% |
| ELEVATION WEALTH PARTNERS, LLC | 28 | +16 | $3.6K | +$1.9K | 133.3% |
| JFS WEALTH ADVISORS, LLC | 379 | +20 | $49.3K | -$1.8K | 5.6% |
| CBIZ Investment Advisory Services, LLC | 57 | +15 | $7.4K | +$1.4K | 35.7% |
| Summit Global Investments | 53,460 | +14,670 | $6.9K | +$1.4K | 37.8% |
| Transamerica Financial Advisors, LLC | 95 | +18 | $12.4K | +$1.4K | 23.4% |
| GEM Asset Management, LLC | 4,204 | +427 | $539.2K | +$1.3K | 11.3% |
| CreativeOne Wealth, LLC | 1,955 | +164 | $252.1K | -$1.2K | 9.2% |
| Newbridge Financial Services Group, Inc. | 106 | +1 | $13.7K | -$1.2K | 0.9% |
| Cullen/Frost Bankers, Inc. | 229 | +12 | $29.6K | -$1.2K | 5.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,768 | +6,024 | $1.0K | +$754 | 345.4% |
| Parkside Financial Bank & Trust | 616 | +59 | $79.5K | +$675 | 10.6% |
| Mn Services Vermogensbeheer B.V. | 79,835 | +2,288 | $10.3K | -$670 | 3.0% |
| Bay Harbor Wealth Management, LLC | 18 | +6 | $2.3K | +$643 | 50.0% |
| HANTZ FINANCIAL SERVICES, INC. | 96,363 | +45,209 | $7.8K | +$569 | 88.4% |
| Park Place Capital Corp | 18 | +5 | $2.3K | +$483 | 38.5% |
| Ancora Advisors LLC | 1,432 | +129 | $184.7K | +$416 | 9.9% |
| Vestcor Inc | 10,028 | +2,800 | $1.3K | +$271 | 38.7% |
| SIT INVESTMENT ASSOCIATES INC | 31,090 | +841 | $4.0K | -$268 | 2.8% |
| Cambridge Investment Research Advisors, Inc. | 37,518 | +1,817 | $4.8K | -$210 | 5.1% |
| SBI Securities Co., Ltd. | 25 | +1 | $3.2K | -$169 | 4.2% |
| High Note Wealth, LLC | 2 | +1 | $258 | +$117 | 100.0% |
| iA Global Asset Management Inc. | 14,907 | +542 | $1.9K | -$109 | 3.8% |
| SouthState Corp | 38 | +4 | $4.9K | +$93 | 11.8% |
| Dunhill Financial, LLC | 18 | +2 | $2.3K | +$93 | 12.5% |
| Quaker Wealth Management, LLC | 6 | +1 | $774 | +$66 | 20.0% |
| CENTAURUS FINANCIAL, INC. | 6,206 | +100 | $800 | -$64 | 1.6% |
| Virtu Financial LLC | 2,479 | +543 | $320 | +$46 | 28.0% |
| S&T Bank/PA | 8 | +1 | $1.0K | +$42 | 14.3% |
| Winthrop Capital Management, LLC | 2,504 | +21 | $323 | -$28 | 0.8% |
| Rossby Financial, LCC | 123 | +10 | $15.9K | +$27 | 8.8% |
| White Pine Investment CO | 1,683 | +4 | $217 | -$21 | 0.2% |
| BESSEMER GROUP INC | 3,782 | +211 | $489 | -$17 | 5.9% |
| Harel Insurance Investments & Financial Services Ltd. | 227 | +11 | $29 | -$2 | 5.1% |
| GW&K Investment Management, LLC | 154 | +8 | $20 | -$1 | 5.5% |