13F QoQ Ownership Changes
EFX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 169 new · 271 added · 447 reduced · 127 exited
New Positions(169)
Added To(271)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cantillon Capital Management LLC | 5,220,841 | +3,509,838 | $1.32B | +$882.2M | 205.1% |
| BlackRock, Inc. | 9,952,005 | +775,759 | $2.16B | -$194.6M | 8.4% |
| STATE STREET CORP | 5,056,441 | +66,289 | $1.10B | -$183.0M | 1.3% |
| BROWN ADVISORY INC | 2,809,879 | +1,022,819 | $609.7M | +$151.3M | 57.2% |
| HARRIS ASSOCIATES L P | 7,557,127 | +1,723,439 | $1.64B | +$143.2M | 29.5% |
| BANK OF AMERICA CORP /DE/ | 1,543,578 | +767,712 | $334.9M | +$135.9M | 98.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,344,531 | +1,145,921 | $942.7M | +$122.1M | 35.8% |
| GOLDMAN SACHS GROUP INC | 1,464,135 | +697,403 | $317.7M | +$121.0M | 91.0% |
| Invesco Ltd. | 1,609,406 | +3,956 | $349.2M | -$62.6M | 0.2% |
| TWO SIGMA INVESTMENTS, LP | 304,301 | +289,903 | $66.0M | +$62.3M | 2013.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,073,073 | +18,390 | $232.8M | -$37.7M | 1.7% |
| Man Group plc | 208,289 | +169,356 | $45.2M | +$35.2M | 435.0% |
| Trexquant Investment LP | 167,672 | +159,566 | $36.4M | +$34.3M | 1968.5% |
| CITIGROUP INC | 263,233 | +173,009 | $57.1M | +$34.0M | 191.8% |
| Squarepoint Ops LLC | 156,303 | +151,301 | $33.9M | +$32.6M | 3024.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 900,869 | +13,528 | $195.5M | -$32.2M | 1.5% |
| Pictet Asset Management Holding SA | 650,391 | +224,073 | $141.2M | +$31.8M | 52.6% |
| Balyasny Asset Management L.P. | 178,008 | +147,910 | $38.6M | +$30.9M | 491.4% |
| Legal & General Group Plc | 740,105 | +2,164 | $160.6M | -$28.7M | 0.3% |
| TUDOR INVESTMENT CORP ET AL | 129,863 | +127,963 | $28.2M | +$27.7M | 6734.9% |
| NORGES BANK | 1,270,323 | +248,204 | $275.6M | -$24.7M | 24.3% |
| Amundi | 432,328 | +138,295 | $93.8M | +$24.0M | 47.0% |
| Assenagon Asset Management S.A. | 101,339 | +98,503 | $22.0M | +$21.3M | 3473.3% |
| CITADEL ADVISORS LLC | 210,160 | +113,617 | $45.6M | +$20.8M | 117.7% |
| Quantinno Capital Management LP | 158,212 | +98,952 | $34.3M | +$19.1M | 167.0% |
| Explore Capital Management, LLC | 101,330 | +60,400 | $24.9M | +$14.4M | 147.6% |
| DIMENSIONAL FUND ADVISORS LP | 914,339 | +87,268 | $198.4M | -$13.7M | 10.6% |
| C Partners Holding GmbH | 259,534 | +92,723 | $56.3M | +$13.5M | 55.6% |
| Coalescence Partners Investment Management, LP | 165,222 | +76,000 | $35.8M | +$13.0M | 85.2% |
| NATIXIS | 58,300 | +54,217 | $12.6M | +$11.6M | 1327.9% |
| AQR CAPITAL MANAGEMENT LLC | 336,036 | +7,444 | $72.9M | -$11.3M | 2.3% |
| AMERICAN CENTURY COMPANIES INC | 283,903 | +1,734 | $61.6M | -$10.8M | 0.6% |
| DEUTSCHE BANK AG\ | 440,754 | +106,741 | $95.6M | +$10.0M | 31.9% |
| SEI INVESTMENTS CO | 253,280 | +2,174 | $55.0M | -$9.5M | 0.9% |
| MEEDER ASSET MANAGEMENT INC | 39,827 | +39,684 | $8.6M | +$8.6M | 27751.0% |
| WEITZ INVESTMENT MANAGEMENT, INC. | 214,880 | +280 | $46.6M | -$8.4M | 0.1% |
| CREDIT AGRICOLE S A | 41,478 | +37,798 | $9.0M | +$8.1M | 1027.1% |
| MILLENNIUM MANAGEMENT LLC | 59,507 | +40,063 | $12.9M | +$7.9M | 206.0% |
| NATIONAL BANK OF CANADA /FI/ | 77,443 | +41,926 | $16.8M | +$7.7M | 118.0% |
| MACKENZIE FINANCIAL CORP | 206,373 | +57,299 | $45.5M | +$7.2M | 38.4% |
| Royal Bank of Canada | 319,699 | +15,490 | $69.4M | -$7.0M | 5.1% |
| Arvin Capital Management LP | 73,532 | +37,432 | $16.0M | +$6.7M | 103.7% |
| WELLS FARGO & COMPANY/MN | 616,336 | +72,926 | $133.7M | -$5.7M | 13.4% |
| Valley Forge Capital Management, LP | 146,352 | +2,352 | $31.8M | -$5.2M | 1.6% |
| Canada Post Corp Registered Pension Plan | 24,978 | +23,133 | $5.4M | +$4.9M | 1253.8% |
| Investment Management Corp of Ontario | 155,629 | +4,780 | $33.8M | -$4.9M | 3.2% |
| PRINCIPAL FINANCIAL GROUP INC | 135,925 | +1,765 | $29.5M | -$4.9M | 1.3% |
| BNP PARIBAS FINANCIAL MARKETS | 233,147 | +53,568 | $50.6M | +$4.5M | 29.8% |
| NORTH STAR ASSET MANAGEMENT INC | 119,181 | +4,361 | $25.9M | -$3.6M | 3.8% |
| Trinity Street Asset Management LLP | 108,406 | +3,962 | $23.5M | -$3.3M | 3.8% |
| LPL Financial LLC | 95,300 | +2,159 | $20.7M | -$3.2M | 2.3% |
| Orion Porfolio Solutions, LLC | 17,330 | +14,285 | $3.8M | +$3.0M | 469.1% |
| Carmignac Gestion | 750,015 | +126,698 | $162.8M | +$2.9M | 20.3% |
| National Pension Service | 202,563 | +19,885 | $44.0M | -$2.9M | 10.9% |
| AVIVA PLC | 87,020 | +4,248 | $18.9M | -$2.4M | 5.1% |
| QRG CAPITAL MANAGEMENT, INC. | 17,852 | +11,837 | $3.9M | +$2.3M | 196.8% |
| RBO & CO LLC | 72,629 | +2,813 | $15.8M | -$2.2M | 4.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,581 | +211 | $11.8M | -$2.1M | 0.4% |
| Mitsubishi UFJ Trust & Banking Corp | 50,926 | +134 | $11.0M | -$2.0M | 0.3% |
| Brevan Howard Capital Management LP | 10,270 | +9,193 | $2.2M | +$2.0M | 853.6% |
| FIRST TRUST ADVISORS LP | 17,981 | +10,163 | $3.9M | +$1.9M | 130.0% |
| Square Wave Capital, LLC | 165,020 | +18,123 | $35.8M | -$1.9M | 12.3% |
| STRS OHIO | 12,123 | +9,163 | $2.6M | +$1.9M | 309.6% |
| NWAM LLC | 12,176 | +8,113 | $2.8M | +$1.8M | 199.7% |
| Focus Partners Wealth | 13,732 | +8,179 | $3.1M | +$1.8M | 147.3% |
| KLP KAPITALFORVALTNING AS | 45,755 | +100 | $9.9M | -$1.8M | 0.2% |
| RBF Capital, LLC | 20,000 | +10,000 | $4.3M | +$1.8M | 100.0% |
| TORONTO DOMINION BANK | 46,567 | +927 | $10.1M | -$1.6M | 2.0% |
| Lansforsakringar Fondforvaltning AB (publ) | 42,438 | +369 | $9.2M | -$1.6M | 0.9% |
| NOMURA ASSET MANAGEMENT CO LTD | 40,679 | +113 | $8.8M | -$1.6M | 0.3% |
| NWF Advisory Services Inc. | 9,303 | +7,216 | $2.1M | +$1.6M | 345.8% |
| Texas Capital Bank Wealth Management Services Inc | 8,706 | +7,375 | $1.9M | +$1.5M | 554.1% |
| BANK OF MONTREAL /CAN/ | 81,005 | +7,284 | $17.6M | -$1.3M | 9.9% |
| Creative Planning | 38,160 | +1,076 | $8.3M | -$1.2M | 2.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 34,056 | +9,710 | $7.4M | +$1.1M | 39.9% |
| Taikang Asset Management (Hong Kong) Co Ltd | 47,797 | +2,940 | $10.4M | -$1.1M | 6.5% |
| PNC Financial Services Group, Inc. | 43,539 | +2,389 | $9.4M | -$1.1M | 5.8% |
| Independent Advisor Alliance | 7,269 | +5,442 | $1.6M | +$1.1M | 297.9% |
| Berkeley, Inc | 31,665 | +612 | $6.9M | -$1.1M | 2.0% |
| Canoe Financial LP | 20,094 | +7,365 | $4.4M | +$1.1M | 57.9% |
| Allen Mooney & Barnes Investment Advisors LLC | 28,955 | +250 | $6.3M | -$1.1M | 0.9% |
| Czech National Bank | 32,274 | +832 | $7.0M | -$1.1M | 2.6% |
| LGT Group Foundation | 94,610 | +8,256 | $20.9M | -$1.0M | 9.6% |
| DNB Asset Management AS | 27,657 | +276 | $6.0M | -$1.0M | 1.0% |
| CIBC Asset Management Inc | 80,258 | +8,604 | $17.4M | -$990.8K | 12.0% |
| CAPITAL INTERNATIONAL SARL | 51,917 | +11,853 | $11.3M | +$987.3K | 29.6% |
| AlphaQuest LLC | 4,395 | +4,076 | $953.6K | +$871.8K | 1277.7% |
| CAPITAL INTERNATIONAL LTD /CA/ | 29,182 | +7,877 | $6.3M | +$866.5K | 37.0% |
| DANSKE BANK A/S | 46,882 | +4,040 | $10.2M | -$817.8K | 9.4% |
| ALLSTATE CORP | 9,043 | +4,578 | $2.0M | +$816.7K | 102.5% |
| COMERICA BANK | 22,233 | +248 | $4.8M | -$815.7K | 1.1% |
| USS Investment Management Ltd | 20,812 | +196 | $4.5M | -$772.1K | 0.9% |
| Fairbanks Capital Management, Inc. | 18,600 | +5,664 | $4.0M | +$717.4K | 43.8% |
| Tower Research Capital LLC (TRC) | 4,978 | +3,493 | $1.1M | +$699.2K | 235.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 15,739 | +5,060 | $3.4M | +$675.6K | 47.4% |
| NISA INVESTMENT ADVISORS, LLC | 24,426 | +1,300 | $5.3M | -$632.6K | 5.6% |
| THREADGILL FINANCIAL, LLC | 28,929 | +6,900 | $6.3M | +$625.8K | 31.3% |
| Gotham Asset Management, LLC | 5,907 | +3,302 | $1.3M | +$613.4K | 126.8% |
| XPONANCE, INC. | 20,858 | +949 | $4.5M | -$581.5K | 4.8% |
| FRANKLIN RESOURCES INC | 16,010 | +211 | $3.5M | -$579.1K | 1.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 15,761 | +177 | $3.4M | -$577.9K | 1.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,042 | +330 | $3.5M | -$549.8K | 2.1% |
| Cerity Partners LLC | 15,868 | +306 | $3.4M | -$548.9K | 2.0% |
| SteelPeak Wealth, LLC | 12,019 | +3,985 | $2.6M | +$546.9K | 49.6% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 17,070 | +533 | $3.7M | -$538.4K | 3.2% |
| JANUS HENDERSON GROUP PLC | 15,072 | +243 | $3.3M | -$533.2K | 1.6% |
| UniSuper Management Pty Ltd | 14,130 | +135 | $3.1M | -$524.2K | 1.0% |
| Blue Zone Wealth Advisors, LLC | 32,744 | +3,009 | $7.1M | -$523.1K | 10.1% |
| Aigen Investment Management, LP | 5,906 | +2,941 | $1.3M | +$520.9K | 99.2% |
| ProShare Advisors LLC | 22,699 | +1,612 | $4.9M | -$484.2K | 7.6% |
| MUFG Securities EMEA plc | 5,018 | +2,648 | $1.1M | +$480.8K | 111.7% |
| JONES FINANCIAL COMPANIES LLLP | 7,792 | +2,841 | $1.7M | +$431.6K | 57.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 12,687 | +300 | $2.8M | -$423.8K | 2.4% |
| Tredje AP-fonden | 12,620 | +335 | $2.7M | -$413.2K | 2.7% |
| Walleye Trading LLC | 46,238 | +8,720 | $10.0M | +$408.2K | 23.2% |
| Hillman Capital Management, Inc. | 11,079 | +154 | $2.4M | -$398.7K | 1.4% |
| COMMERCE BANK | 17,850 | +1,221 | $3.9M | -$392.7K | 7.3% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 16,383 | +1,044 | $3.6M | -$380.1K | 6.8% |
| Avanza Fonder AB | 12,998 | +3,426 | $2.8M | +$364.8K | 35.8% |
| Waverly Advisors, LLC | 3,501 | +1,943 | $759.6K | +$360.0K | 124.7% |
| Woodline Partners LP | 20,908 | +4,546 | $4.5M | +$339.3K | 27.8% |
| BANK OF NOVA SCOTIA | 19,587 | +4,329 | $4.2M | +$335.9K | 28.4% |
| Chicago Partners Investment Group LLC | 2,787 | +1,637 | $584.5K | +$326.6K | 142.3% |
| Vident Advisory, LLC | 57,448 | +10,103 | $12.5M | +$319.7K | 21.3% |
| Lindsell Train Ltd | 11,000 | +500 | $2.4M | -$306.8K | 4.8% |
| Legacy Advisors, LLC | 7,931 | +38 | $1.7M | -$304.1K | 0.5% |
| Douglass Winthrop Advisors, LLC | 7,710 | +10 | $1.7M | -$302.4K | 0.1% |
| Linscomb Wealth, Inc. | 9,100 | +294 | $2.0M | -$284.5K | 3.3% |
| Blueshift Asset Management, LLC | 6,866 | +2,150 | $1.5M | +$280.0K | 45.6% |
| LifePlan Financial, LLC | 2,459 | +1,467 | $533.6K | +$279.1K | 147.9% |
| ASSETMARK, INC | 19,334 | +1,962 | $4.2M | -$261.4K | 11.3% |
| BURNEY CO/ | 9,281 | +421 | $2.0M | -$259.1K | 4.8% |
| Summit Trail Advisors, LLC | 7,285 | +2,091 | $1.6M | +$248.3K | 40.3% |
| Wealthfront Advisers LLC | 8,677 | +414 | $1.9M | -$237.1K | 5.0% |
| Korea Investment CORP | 21,081 | +4,160 | $4.6M | +$233.4K | 24.6% |
| Concurrent Investment Advisors, LLC | 2,808 | +1,302 | $609.3K | +$222.9K | 86.5% |
| J.W. COLE ADVISORS, INC. | 2,419 | +38 | $394.1K | -$216.7K | 1.6% |
| 1832 Asset Management L.P. | 7,241 | +355 | $1.6M | -$195.3K | 5.2% |
| Corient Private Wealth LLC | 117,459 | +97,468 | $5.3M | +$194.7K | 487.6% |
| Sound View Wealth Advisors Group, LLC | 5,734 | +1,636 | $1.2M | +$192.9K | 39.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 21,931 | +4,081 | $4.8M | +$179.5K | 22.9% |
| Norinchukin Bank, The | 8,854 | +672 | $1.9M | -$177.8K | 8.2% |
| Callan Family Office, LLC | 3,294 | +1,181 | $714.8K | +$172.7K | 55.9% |
| MML INVESTORS SERVICES, LLC | 23,053 | +2,893 | $5.0M | -$169.6K | 14.3% |
| TruNorth Capital Management, LLC | 1,072 | +823 | $232.6K | +$168.7K | 330.5% |
| Tidal Investments LLC | 11,100 | +2,339 | $2.4M | +$161.0K | 26.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,686 | +898 | $365.8K | +$157.8K | 114.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 8,908 | +1,976 | $1.9M | +$154.6K | 28.5% |
| Novak & Powell Financial Services, Inc. | 3,953 | +7 | $857.8K | -$154.4K | 0.2% |
| VAN ECK ASSOCIATES CORP | 1,603,415 | +823,116 | $347.9K | +$147.7K | 105.5% |
| Pathstone Holdings, LLC | 15,874 | +3,004 | $3.4M | +$142.7K | 23.3% |
| 1900 WEALTH MANAGEMENT LLC | 4,411 | +137 | $957.1K | -$139.3K | 3.2% |
| Sequoia Financial Advisors, LLC | 4,071 | +1,169 | $883.3K | +$138.9K | 40.3% |
| Capital Investment Advisors, LLC | 4,586 | +166 | $995.1K | -$138.9K | 3.8% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,434 | +901 | $528.1K | +$134.9K | 58.8% |
| NEOS Investment Management LLC | 15,956 | +2,973 | $3.5M | +$131.6K | 22.9% |
| IEQ CAPITAL, LLC | 3,052 | +972 | $662.2K | +$128.8K | 46.7% |
| Versant Capital Management, Inc | 1,639 | +735 | $355.6K | +$123.7K | 81.3% |
| Siemens Fonds Invest GmbH | 2,534 | +801 | $559.4K | +$114.9K | 46.2% |
| Main Street Financial Solutions, LLC | 3,000 | +38 | $650.8K | -$109.0K | 1.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,769 | +2,333 | $5.5M | -$108.0K | 9.9% |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 3,632 | +160 | $788.1K | -$102.6K | 4.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,985 | +74 | $647.6K | -$99.1K | 2.5% |
| STRATEGY ASSET MANAGERS LLC | 2,524 | +6 | $547.7K | -$98.4K | 0.2% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 2,612 | +27 | $566.8K | -$96.4K | 1.0% |
| QUADRANT CAPITAL GROUP LLC | 2,493 | +31 | $540.9K | -$90.6K | 1.3% |
| Athena Investment Management | 2,608 | +60 | $565.9K | -$87.8K | 2.4% |
| J. Safra Sarasin Holding AG | 3,366 | +191 | $730.4K | -$84.1K | 6.0% |
| &PARTNERS | 16,740 | +2,290 | $3.6M | -$76.0K | 15.8% |
| HUNTINGTON NATIONAL BANK | 3,027 | +189 | $656.8K | -$71.2K | 6.7% |
| Manchester Capital Management LLC | 1,968 | +33 | $427.0K | -$69.4K | 1.7% |
| Crossmark Global Holdings, Inc. | 3,964 | +341 | $860.1K | -$69.3K | 9.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 767 | +385 | $166.4K | +$68.4K | 100.8% |
| Parkside Financial Bank & Trust | 2,043 | +63 | $443.3K | -$64.6K | 3.2% |
| Forum Financial Management, LP | 1,630 | +1 | $353.6K | -$64.3K | 0.1% |
| Horizon Investments, LLC | 1,980 | +62 | $429.6K | -$62.4K | 3.2% |
| Beacon Pointe Advisors, LLC | 2,214 | +583 | $480.4K | +$62.0K | 35.7% |
| Advisor OS, LLC | 3,519 | +305 | $763.6K | -$60.9K | 9.5% |
| Arkadios Wealth Advisors | 3,122 | +251 | $677.4K | -$59.1K | 8.7% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 6,775 | +1,335 | $1.5M | +$59.1K | 24.5% |
| Steward Partners Investment Advisory, LLC | 1,815 | +53 | $393.8K | -$58.2K | 3.0% |
| Sowell Financial Services LLC | 1,515 | +9 | $328.8K | -$57.5K | 0.6% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 5,720 | +1,105 | $1.2M | +$57.2K | 23.9% |
| State of Wyoming | 408 | +272 | $88.5K | +$53.6K | 200.0% |
| PERSONAL CFO SOLUTIONS, LLC | 1,443 | +15 | $313.1K | -$53.2K | 1.1% |
| Vontobel Holding Ltd. | 2,586 | +199 | $561.1K | -$51.2K | 8.3% |
| INCEPTIONR LLC | 2,140 | +131 | $464.3K | -$51.0K | 6.5% |
| Jump Financial, LLC | 1,579 | +442 | $342.6K | +$50.9K | 38.9% |
| Mirae Asset Global Investments Co., Ltd. | 21,056 | +3,437 | $4.6M | +$48.9K | 19.5% |
| Optimize Financial Inc | 1,286 | +16 | $279.0K | -$46.8K | 1.3% |
| Cherry Creek Investment Advisors, Inc. | 1,173 | +3 | $254.5K | -$45.7K | 0.3% |
| Meridian Wealth Management, LLC | 1,133 | +1 | $245.9K | -$44.4K | 0.1% |
| Valeo Financial Advisors, LLC | 1,358 | +40 | $294.7K | -$43.4K | 3.0% |
| EverSource Wealth Advisors, LLC | 1,674 | +92 | $363.4K | -$42.6K | 5.8% |
| OFI INVEST ASSET MANAGEMENT | 817 | +313 | $150.9K | +$40.9K | 62.1% |
| Glenview Trust co | 1,050 | +14 | $227.8K | -$37.9K | 1.4% |
| Legacy Financial Advisors, Inc. | 4,012 | +766 | $870.6K | +$37.8K | 23.6% |
| Snowden Capital Advisors LLC | 1,333 | +349 | $289.2K | +$36.8K | 35.5% |
| Modera Wealth Management, LLC | 1,276 | +62 | $276.9K | -$34.6K | 5.1% |
| Rockefeller Capital Management L.P. | 8,455 | +1,433 | $1.8M | +$33.1K | 20.4% |
| TEMA ETFS LLC | 2,374 | +495 | $515.1K | +$33.1K | 26.3% |
| Frank, Rimerman Advisors LLC | 967 | +24 | $209.8K | -$32.1K | 2.5% |
| Farther Finance Advisors, LLC | 928 | +259 | $201.3K | +$29.8K | 38.7% |
| Ancora Advisors LLC | 312 | +160 | $67.6K | +$28.7K | 105.3% |
| DAVENPORT & Co LLC | 2,190 | +231 | $475.2K | -$27.4K | 11.8% |
| Blue Trust, Inc. | 409 | +167 | $88.7K | +$26.7K | 69.0% |
| Ransom Advisory, Ltd | 112 | +84 | $29.6K | +$22.5K | 300.0% |
| NATIXIS ADVISORS, LLC | 489,400 | +158,232 | $106.2K | +$21.2K | 47.8% |
| Palogic Value Management, L.P. | 1,548 | +321 | $335.9K | +$21.1K | 26.2% |
| AMERIFLEX GROUP, INC. | 114 | +98 | $24.8K | +$20.7K | 612.5% |
| CHOREO, LLC | 1,744 | +179 | $384.9K | -$16.6K | 11.4% |
| Parallel Advisors, LLC | 586 | +26 | $127.2K | -$16.6K | 4.6% |
| Prestige Wealth Management Group LLC | 70 | +63 | $18.4K | +$16.6K | 900.0% |
| SYON CAPITAL LLC | 2,724 | +356 | $591.1K | -$16.4K | 15.0% |
| Inspire Investing, LLC | 1,494 | +291 | $324.2K | +$15.6K | 24.2% |
| NVWM, LLC | 404 | +2 | $87.7K | -$15.5K | 0.5% |
| Dorsey & Whitney Trust CO LLC | 1,006 | +103 | $218.3K | -$13.4K | 11.4% |
| GTS SECURITIES LLC | 1,139 | +226 | $247.1K | +$12.9K | 24.8% |
| MJP ASSOCIATES INC /ADV | 1,611 | +198 | $349.6K | -$12.9K | 14.0% |
| Clearstead Advisors, LLC | 2,392 | +321 | $519.0K | -$12.3K | 15.5% |
| Piscataqua Savings Bank | 347 | +10 | $75.3K | -$11.2K | 3.0% |
| SJS Investment Consulting Inc. | 162 | +68 | $35.2K | +$11.0K | 72.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,325 | +53,466 | $17.9K | +$10.5K | 185.3% |
| SBI Securities Co., Ltd. | 65 | +50 | $14.3K | +$10.4K | 333.3% |
| SouthState Corp | 75 | +51 | $16.3K | +$10.1K | 212.5% |
| SG Americas Securities, LLC | 61,817 | +48,364 | $13.4K | +$10.0K | 359.5% |
| True Wealth Design, LLC | 148 | +58 | $32.1K | +$9.0K | 64.4% |
| Steigerwald, Gordon & Koch Inc. | 79 | +46 | $17.1K | +$8.7K | 139.4% |
| Global Retirement Partners, LLC | 528 | +48 | $114.6K | -$8.6K | 10.0% |
| Activest Wealth Management | 71 | +44 | $15.4K | +$8.5K | 163.0% |
| CYBER HORNET ETFs LLC | 357 | +22 | $77.5K | -$8.5K | 6.6% |
| Founders Financial Alliance, LLC | 1,438 | +253 | $312.0K | +$8.0K | 21.4% |
| PRINCIPAL SECURITIES, INC. | 1,912 | +269 | $414.8K | -$6.6K | 16.4% |
| PATTON FUND MANAGEMENT, INC. | 1,042 | +185 | $226.1K | +$6.2K | 21.6% |
| ORG Partners LLC | 92 | +33 | $19.9K | +$4.8K | 55.9% |
| Root Financial Partners, LLC | 255 | +21 | $55.3K | -$4.7K | 9.0% |
| BOKF, NA | 111 | +35 | $24.1K | +$4.6K | 46.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 231 | +19 | $50.1K | -$4.3K | 9.0% |
| Generali Asset Management SPA SGR | 133 | +4 | $28.9K | -$4.2K | 3.1% |
| High Note Wealth, LLC | 145 | +8 | $31.5K | -$3.7K | 5.8% |
| United Community Bank | 23 | +17 | $5.0K | +$3.5K | 283.3% |
| Bank of Jackson Hole Trust | 90 | +4 | $19.5K | -$2.5K | 4.7% |
| AdvisorNet Financial, Inc | 64 | +1 | $13.9K | -$2.3K | 1.6% |
| Dogwood Wealth Management LLC | 15 | +11 | $3.3K | +$2.2K | 275.0% |
| Physician Wealth Advisors, Inc. | 44 | +15 | $9.5K | +$2.1K | 51.7% |
| Colonial Trust Co / SC | 38 | +14 | $8.3K | +$2.1K | 58.3% |
| Quent Capital, LLC | 48 | +15 | $10.4K | +$1.9K | 45.5% |
| Annis Gardner Whiting Capital Advisors, LLC | 110 | +23 | $23.9K | +$1.5K | 26.4% |
| Mn Services Vermogensbeheer B.V. | 48,040 | +1,440 | $10.4K | -$1.5K | 3.1% |
| ELEVATION WEALTH PARTNERS, LLC | 21 | +9 | $4.6K | +$1.5K | 75.0% |
| Salomon & Ludwin, LLC | 78 | +11 | $17.2K | +$1.4K | 16.4% |
| Transamerica Financial Advisors, LLC | 35 | +1 | $7.6K | -$871 | 2.9% |
| Daiwa Securities Group Inc. | 26,975 | +812 | $5.9K | -$859 | 3.1% |
| Wealth Watch Advisors, INC | 8 | +4 | $1.7K | +$710 | 100.0% |
| JFS WEALTH ADVISORS, LLC | 49 | +10 | $10.6K | +$628 | 25.6% |
| Nemes Rush Group LLC | 22 | +1 | $4.8K | -$608 | 4.8% |
| GSA CAPITAL PARTNERS LLP | 5,951 | +3,211 | $1.3K | +$588 | 117.2% |
| Perigon Wealth Management, LLC | 963 | +151 | $208.8K | +$542 | 18.6% |
| RATIONAL ADVISORS, INC. | 41 | +8 | $8.9K | +$431 | 24.2% |
| MCF Advisors LLC | 16 | +4 | $3.5K | +$393 | 33.3% |
| Dunhill Financial, LLC | 10 | +1 | $2.1K | -$335 | 11.1% |
| CoreCap Advisors, LLC | 33 | +6 | $7.2K | +$233 | 22.2% |
| Handelsbanken Fonder AB | 39,597 | +5,348 | $8.6K | -$194 | 15.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 24 | +3 | $5.2K | -$179 | 14.3% |
| Bay Harbor Wealth Management, LLC | 9 | +2 | $2.0K | +$157 | 28.6% |
| NBC SECURITIES, INC. | 16 | +3 | $3.5K | +$137 | 23.1% |
| HFM Investment Advisors, LLC | 4 | +1 | $868 | +$98 | 33.3% |
| CENTRAL TRUST Co | 18 | +3 | $3.9K | +$58 | 20.0% |
| PRAXIS INVESTMENT MANAGEMENT INC | 2,430 | +522 | $527 | +$38 | 27.4% |
| HANTZ FINANCIAL SERVICES, INC. | 190 | +164 | $41 | +$34 | 630.8% |
| Smithfield Trust Co | 111 | +12 | $24 | -$2 | 12.1% |