13F QoQ Ownership Changes
EVH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 39 new · 83 added · 97 reduced · 61 exited
New Positions(39)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Tejara Capital Ltd | 1,331,441 | +1,331,441 | $5.3M | +$5.3M | — |
| GLENMEDE TRUST CO NA | 1,150,414 | +1,150,414 | $4.6M | +$4.6M | — |
| Castle Hook Partners LP | 937,628 | +937,628 | $3.8M | +$3.8M | — |
| Atom Investors LP | 269,200 | +269,200 | $1.1M | +$1.1M | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 207,057 | +207,057 | $828.0K | +$828.0K | — |
| Qube Research & Technologies Ltd | 174,028 | +174,028 | $696.1K | +$696.1K | — |
| Freestone Grove Partners LP | 122,696 | +122,696 | $490.8K | +$490.8K | — |
| BlueCrest Capital Management Ltd | 106,300 | +106,300 | $425.2K | +$425.2K | — |
| Jain Global LLC | 105,044 | +105,044 | $420.2K | +$420.2K | — |
| Headlands Technologies LLC | 74,784 | +74,784 | $299.1K | +$299.1K | — |
| Voleon Capital Management LP | 51,672 | +51,672 | $206.7K | +$206.7K | — |
| Aristides Capital LLC | 48,800 | +48,800 | $195.2K | +$195.2K | — |
| AXQ CAPITAL, LP | 48,551 | +48,551 | $194.2K | +$194.2K | — |
| Y-Intercept (Hong Kong) Ltd | 44,749 | +44,749 | $179.0K | +$179.0K | — |
| Alpine Global Management, LLC | 43,688 | +43,688 | $174.8K | +$174.8K | — |
| One68 Global Capital, LLC | 41,514 | +41,514 | $166.0K | +$166.0K | — |
| Acropolis Investment Management, LLC | 28,000 | +28,000 | $112.0K | +$112.0K | — |
| nVerses Capital, LLC | 27,176 | +27,176 | $108.7K | +$108.7K | — |
| WINTON GROUP Ltd | 21,972 | +21,972 | $87.9K | +$87.9K | — |
| SHERBROOKE PARK ADVISERS LLC | 21,696 | +21,696 | $86.8K | +$86.8K | — |
| Centiva Capital, LP | 21,136 | +21,136 | $84.5K | +$84.5K | — |
| Wealthfront Advisers LLC | 19,947 | +19,947 | $79.8K | +$79.8K | — |
| STIFEL FINANCIAL CORP | 19,497 | +19,497 | $78.0K | +$78.0K | — |
| RPO LLC | 17,673 | +17,673 | $70.7K | +$70.7K | — |
| EVERGREEN CAPITAL MANAGEMENT LLC | 17,409 | +17,409 | $69.6K | +$69.6K | — |
| Connor, Clark & Lunn Investment Management Ltd. | 13,322 | +13,322 | $53.3K | +$53.3K | — |
| Vise Technologies, Inc. | 12,399 | +12,399 | $49.6K | +$49.6K | — |
| Leonteq Securities AG | 1,091 | +1,091 | $10.6K | +$10.6K | — |
| Allworth Financial LP | 2,052 | +2,052 | $8.2K | +$8.2K | — |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 492 | +492 | $3.2K | +$3.2K | — |
| Pinnacle Wealth Planning Services, Inc. | 608 | +608 | $2.4K | +$2.4K | — |
| Commonwealth Retirement Investments LLC | 503 | +503 | $2.0K | +$2.0K | — |
| Elequin Capital, LP | 60 | +60 | $240 | +$240 | — |
| Global Retirement Partners, LLC | 56 | +56 | $224 | +$224 | — |
| CoreCap Advisors, LLC | 39 | +39 | $156 | +$156 | — |
| Virtu Financial LLC | 26,559 | +26,559 | $106 | +$106 | — |
| FNY Investment Advisers, LLC | 6,256 | +6,256 | $25 | +$25 | — |
| Dunhill Financial, LLC | 5 | +5 | $21 | +$21 | — |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,768 | +1,768 | $7 | +$7 | — |
Added To(83)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,331,551 | +1,017,390 | $41.3M | -$37.5M | 10.9% |
| MORGAN STANLEY | 9,278,123 | +1,299,431 | $37.1M | -$30.4M | 16.3% |
| BARCLAYS PLC | 1,125,105 | +920,470 | $12.7M | +$10.9M | 449.8% |
| MAVERICK CAPITAL LTD | 2,539,930 | +144,646 | $10.2M | -$10.1M | 6.0% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2,268,872 | +495,054 | $9.1M | -$5.9M | 27.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,516,215 | +211,749 | $6.1M | -$5.0M | 16.2% |
| UBS Group AG | 6,109,618 | +2,707,210 | $24.4M | -$4.3M | 79.6% |
| KENNEDY CAPITAL MANAGEMENT LLC | 925,609 | +2,913 | $3.7M | -$4.1M | 0.3% |
| Balyasny Asset Management L.P. | 1,261,007 | +1,086,461 | $5.0M | +$3.6M | 622.4% |
| Rock Point Advisors, LLC | 1,190,156 | +211,707 | $4.8M | -$3.5M | 21.6% |
| TUDOR INVESTMENT CORP ET AL | 702,121 | +12,859 | $2.8M | -$3.0M | 1.9% |
| Squarepoint Ops LLC | 952,179 | +754,585 | $3.8M | +$2.1M | 381.9% |
| AMERIPRISE FINANCIAL INC | 532,133 | +27,971 | $2.1M | -$2.1M | 5.5% |
| D. E. Shaw & Co., Inc. | 5,269,302 | +2,531,506 | $21.1M | -$2.1M | 92.5% |
| MILLENNIUM MANAGEMENT LLC | 1,475,042 | +1,018,418 | $5.9M | +$2.0M | 223.0% |
| DEUTSCHE BANK AG\ | 686,565 | +585,631 | $2.7M | +$1.9M | 580.2% |
| TWO SIGMA INVESTMENTS, LP | 1,537,524 | +686,386 | $6.2M | -$1.1M | 80.6% |
| Invesco Ltd. | 392,282 | +91,370 | $1.6M | -$976.6K | 30.4% |
| Hudson Bay Capital Management LP | 1,460,000 | +883,990 | $5.8M | +$967.0K | 153.5% |
| GAMCO INVESTORS, INC. ET AL | 277,500 | +33,500 | $1.1M | -$954.2K | 13.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 265,647 | +35,900 | $1.1M | -$881.1K | 15.6% |
| Jefferies Financial Group Inc. | 291,600 | +255,780 | $1.2M | +$863.4K | 714.1% |
| Nuveen, LLC | 341,209 | +82,550 | $1.4M | -$823.4K | 31.9% |
| CONGRESS ASSET MANAGEMENT CO | 193,657 | +5,300 | $774.6K | -$818.9K | 2.8% |
| JANE STREET GROUP, LLC | 2,983,447 | +1,496,079 | $11.9M | -$649.3K | 100.6% |
| Jump Financial, LLC | 522,396 | +201,320 | $2.1M | -$626.7K | 62.7% |
| AQR CAPITAL MANAGEMENT LLC | 189,511 | +171,010 | $758.0K | +$601.5K | 924.3% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 297,715 | +85,911 | $1.2M | -$601.0K | 40.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 126,617 | +14,774 | $506.5K | -$439.7K | 13.2% |
| BNP PARIBAS FINANCIAL MARKETS | 544,384 | +336,495 | $2.2M | +$418.8K | 161.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | 168,883 | +137,821 | $675.5K | +$412.7K | 443.7% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 118,806 | +17,176 | $475.2K | -$384.6K | 16.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 107,973 | +15,436 | $431.9K | -$351.0K | 16.7% |
| CITIZENS FINANCIAL GROUP INC/RI | 124,177 | +102,889 | $496.7K | +$316.6K | 483.3% |
| Counterpoint Mutual Funds LLC | 83,017 | +26,680 | $786.2K | +$309.6K | 47.4% |
| SEI INVESTMENTS CO | 200,414 | +76,913 | $801.6K | -$243.3K | 62.3% |
| WELLS FARGO & COMPANY/MN | 136,524 | +43,583 | $546.1K | -$240.2K | 46.9% |
| INTECH INVESTMENT MANAGEMENT LLC | 60,040 | +5,876 | $240.2K | -$218.1K | 10.8% |
| TWO SIGMA ADVISERS, LP | 281,900 | +124,500 | $1.1M | -$204.0K | 79.1% |
| Tempus Wealth Planning, LLC | 173,803 | +114,860 | $695.2K | +$196.6K | 194.9% |
| Optimize Financial Inc | 44,848 | +644 | $179.4K | -$194.6K | 1.4% |
| SIMPLEX TRADING, LLC | 47,159 | +41,742 | $188.6K | +$188.6K | 770.6% |
| Creative Planning | 166,214 | +67,393 | $664.9K | -$171.2K | 68.2% |
| State of Wyoming | 78,690 | +22,294 | $314.8K | -$162.3K | 39.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,732 | +1,615 | $156.6K | +$155.6K | 1380.3% |
| Mariner, LLC | 112,108 | +43,967 | $448.1K | -$128.4K | 64.5% |
| GOLDMAN SACHS GROUP INC | 1,833,495 | +952,156 | $7.3M | -$122.1K | 108.0% |
| Shay Capital LLC | 41,514 | +11,514 | $166.1K | -$87.7K | 38.4% |
| ProShare Advisors LLC | 21,449 | +1,381 | $85.8K | -$84.0K | 6.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 238,582 | +117,109 | $954.3K | -$73.3K | 96.4% |
| AlphaQuest LLC | 74,838 | +31,338 | $299.4K | -$68.7K | 72.0% |
| OSAIC HOLDINGS, INC. | 11,360 | +505 | $45.4K | -$58.8K | 4.7% |
| FARALLON CAPITAL MANAGEMENT LLC | 28,000 | +14,000 | $174.4K | +$56.0K | 100.0% |
| Dynamic Advisor Solutions LLC | 12,037 | +212 | $48.1K | -$51.9K | 1.8% |
| PharVision Advisers, LLC | 44,967 | +29,330 | $179.9K | +$47.6K | 187.6% |
| Quadrature Capital Ltd | 159,815 | +89,742 | $639.3K | +$47.5K | 128.1% |
| Quantinno Capital Management LP | 40,352 | +15,746 | $161.4K | -$46.8K | 64.0% |
| Graham Capital Management, L.P. | 141,759 | +80,156 | $567.0K | +$45.9K | 130.1% |
| SIGNATUREFD, LLC | 10,902 | +2,342 | $43.6K | -$28.8K | 27.4% |
| Rockefeller Capital Management L.P. | 5,303 | +5,283 | $21.2K | +$21.0K | 26415.0% |
| Tower Research Capital LLC (TRC) | 3,736 | +338 | $14.9K | -$13.8K | 9.9% |
| GROUP ONE TRADING LLC | 3,591 | +3,197 | $14.4K | +$11.0K | 811.4% |
| Quarry LP | 3,320 | +695 | $13.3K | -$8.9K | 26.5% |
| PNC Financial Services Group, Inc. | 2,504 | +2,175 | $10.0K | +$7.2K | 661.1% |
| Versant Capital Management, Inc | 1,728 | +241 | $6.9K | -$5.7K | 16.2% |
| GAMMA Investing LLC | 1,315 | +1,207 | $5.3K | +$4.3K | 1117.6% |
| Private Wealth Management Group, LLC | 774 | +688 | $3.1K | +$2.4K | 800.0% |
| Farther Finance Advisors, LLC | 618 | +583 | $2.5K | +$2.2K | 1665.7% |
| Larson Financial Group LLC | 482 | +386 | $1.9K | +$1.1K | 402.1% |
| GSA CAPITAL PARTNERS LLP | 308,149 | +291,173 | $1.2K | +$1.1K | 1715.2% |
| QUADRANT CAPITAL GROUP LLC | 2,843 | +1,412 | $11.4K | -$735 | 98.7% |
| HRT FINANCIAL LP | 696,677 | +294,626 | $2.8K | -$615 | 73.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 134,413 | +18,653 | $538 | -$442 | 16.1% |
| Darwin Wealth Management, LLC | 950 | +450 | $3.8K | -$430 | 90.0% |
| ROTHSCHILD INVESTMENT LLC | 318 | +128 | $1.3K | -$335 | 67.4% |
| Caitong International Asset Management Co., Ltd | 3,509 | +1,883 | $14.0K | +$280 | 115.8% |
| Parkside Financial Bank & Trust | 145 | +45 | $580 | -$266 | 45.0% |
| SBI Securities Co., Ltd. | 135 | +51 | $540 | -$171 | 60.7% |
| MAI Capital Management | 46 | +34 | $184 | +$82 | 283.3% |
| SG Americas Securities, LLC | 97,941 | +59,991 | $392 | +$71 | 158.1% |
| True Wealth Design, LLC | 23 | +18 | $92 | +$49 | 360.0% |
| CWM, LLC | 3,619 | +1,925 | $14 | $0 | 113.6% |
| Fortitude Family Office, LLC | 275 | +145 | $1.1K | $0 | 111.5% |
Reduced(97)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 14,070 | -8,735,926 | $56.3K | -$74.0M | -99.8% |
| VANGUARD GROUP INC | 8,914,065 | -2,052,765 | $35.7M | -$57.1M | -18.7% |
| CADIAN CAPITAL MANAGEMENT, LP | 11,085,455 | -643,469 | $44.3M | -$54.9M | -5.5% |
| Rubicon Founders LLC | 5,816,123 | -653,523 | $23.3M | -$48.4M | -10.1% |
| NORGES BANK | 63,454 | -1,283,802 | $253.8K | -$37.8M | -95.3% |
| Engaged Capital LLC | 5,563,912 | -100,000 | $22.3M | -$25.7M | -1.8% |
| JPMORGAN CHASE & CO | 2,947,686 | -1,053,391 | $11.8M | -$22.1M | -26.3% |
| Rock Springs Capital Management LP | 2,675,000 | -275,000 | $10.7M | -$14.3M | -9.3% |
| STATE STREET CORP | 2,941,761 | -32,812 | $11.8M | -$13.4M | -1.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,733,444 | -23,593 | $10.9M | -$12.4M | -0.8% |
| CITADEL ADVISORS LLC | 1,950,017 | -403,995 | $7.8M | -$12.1M | -17.2% |
| DIMENSIONAL FUND ADVISORS LP | 2,307,784 | -201,267 | $9.2M | -$12.0M | -8.0% |
| Bank of New York Mellon Corp | 347,176 | -1,050,094 | $1.4M | -$10.4M | -75.2% |
| BANK OF AMERICA CORP /DE/ | 560,950 | -400,847 | $2.2M | -$5.9M | -41.7% |
| NORTHERN TRUST CORP | 1,051,835 | -82,366 | $4.2M | -$5.4M | -7.3% |
| Walleye Capital LLC | 151,532 | -525,529 | $606.1K | -$5.1M | -77.6% |
| CITIGROUP INC | 584,465 | -279,188 | $2.3M | -$5.0M | -32.3% |
| LAZARD ASSET MANAGEMENT LLC | 349,422 | -395,469 | $1.4M | -$4.9M | -53.1% |
| MARSHALL WACE, LLP | 245,554 | -409,193 | $982.2K | -$4.6M | -62.5% |
| GABELLI FUNDS LLC | 263,200 | -367,000 | $1.1M | -$4.3M | -58.2% |
| BLAIR WILLIAM & CO/IL | 43,206 | -395,725 | $172.8K | -$3.5M | -90.2% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 737,977 | -15,076 | $3.0M | -$3.4M | -2.0% |
| Point72 Asset Management, L.P. | 564,954 | -37,025 | $2.3M | -$2.8M | -6.2% |
| Capitolis Liquid Global Markets LLC | 630,000 | 0 | $2.5M | -$2.8M | 0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 174,599 | -135,500 | $698.4K | -$1.9M | -43.7% |
| Sterling Capital Management LLC | 5,045 | -139,363 | $20.2K | -$1.2M | -96.5% |
| Aquatic Capital Management LLC | 66,339 | -92,633 | $265.4K | -$1.1M | -58.3% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 160,000 | -28,524 | $640.0K | -$954.9K | -15.1% |
| RHUMBLINE ADVISERS | 156,786 | -23,400 | $627.1K | -$897.2K | -13.0% |
| Swiss National Bank | 193,400 | 0 | $773.6K | -$862.6K | 0.0% |
| ExodusPoint Capital Management, LP | 16,569 | -83,662 | $66.3K | -$781.7K | -83.5% |
| Raiffeisen Bank International AG | 150,000 | 0 | $607.5K | -$708.0K | 0.0% |
| Russell Investments Group, Ltd. | 144,504 | -6,749 | $578.0K | -$701.6K | -4.5% |
| NORDEA INVESTMENT MANAGEMENT AB | 120,455 | -15,294 | $481.2K | -$691.0K | -11.3% |
| Forest Hill Capital, LLC | 150,250 | 0 | $601.0K | -$670.1K | 0.0% |
| GREAT LAKES ADVISORS, LLC | 75,165 | -35,424 | $300.7K | -$634.9K | -32.0% |
| Quinn Opportunity Partners LLC | 99,687 | -20,313 | $398.7K | -$616.5K | -16.9% |
| XTX Topco Ltd | 62,118 | -35,838 | $248.5K | -$580.2K | -36.6% |
| ALLIANCEBERNSTEIN L.P. | 126,990 | -103 | $508.0K | -$567.2K | -0.1% |
| Legal & General Group Plc | 125,883 | -246 | $503.5K | -$563.5K | -0.2% |
| HighMark Wealth Management LLC | 12,875 | -37,400 | $51.5K | -$373.8K | -74.4% |
| NATIXIS | 73,100 | 0 | $292.4K | -$326.0K | 0.0% |
| Royal Bank of Canada | 16,598 | -20,911 | $65.0K | -$326.0K | -55.7% |
| MetLife Investment Management, LLC | 54,343 | -9,786 | $217.4K | -$325.2K | -15.3% |
| BROWN ADVISORY INC | 60,777 | 0 | $243.1K | -$271.1K | 0.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 48,211 | -6,059 | $192.8K | -$266.3K | -11.2% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 47,707 | -2,390 | $190.8K | -$233.0K | -4.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 35,348 | -7,052 | $141.4K | -$217.3K | -16.6% |
| CHOREO, LLC | 37,177 | -4,845 | $150.6K | -$204.9K | -11.5% |
| Verition Fund Management LLC | 42,700 | -647 | $170.8K | -$195.9K | -1.5% |
| JANUS HENDERSON GROUP PLC | 43,850 | 0 | $175.2K | -$195.1K | 0.0% |
| HB Wealth Management, LLC | 32,544 | -4,788 | $130.2K | -$185.7K | -12.8% |
| Ensign Peak Advisors, Inc | 7,989 | -15,100 | $32.0K | -$163.4K | -65.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,498 | 0 | $146.0K | -$162.8K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 32,506 | 0 | $130.0K | -$145.0K | 0.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 31,444 | 0 | $125.8K | -$140.2K | 0.0% |
| Arizona State Retirement System | 27,789 | -1,740 | $111.2K | -$138.7K | -5.9% |
| ENVESTNET ASSET MANAGEMENT INC | 10,974 | -10,004 | $43.9K | -$133.6K | -47.7% |
| ERn Financial, LLC | 29,574 | 0 | $118.3K | -$131.9K | 0.0% |
| Walleye Trading LLC | 16,000 | -5,400 | $64.0K | -$117.0K | -25.2% |
| Voya Investment Management LLC | 21,688 | 0 | $86.8K | -$96.7K | 0.0% |
| KLP KAPITALFORVALTNING AS | 20,700 | 0 | $82.8K | -$92.3K | 0.0% |
| Cetera Trust Company, N.A | 1,500 | -8,225 | $6.0K | -$76.3K | -84.6% |
| Vanguard Personalized Indexing Management, LLC | 13,397 | -1,886 | $53.6K | -$75.7K | -12.3% |
| Cresset Asset Management, LLC | 11,446 | -1,922 | $45.8K | -$67.3K | -14.4% |
| VICTORY CAPITAL MANAGEMENT INC | 11,855 | -1,306 | $47.4K | -$63.9K | -9.9% |
| Ballentine Partners, LLC | 13,169 | -122 | $52.7K | -$59.8K | -0.9% |
| Pictet Asset Management Holding SA | 12,442 | 0 | $49.8K | -$55.5K | 0.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,521 | 0 | $46.1K | -$51.4K | 0.0% |
| Ameritas Investment Partners, Inc. | 9,805 | 0 | $39.2K | -$43.7K | 0.0% |
| CIBC Private Wealth Group LLC | 100 | -4,000 | $400 | -$34.3K | -97.6% |
| Parallel Advisors, LLC | 1,195 | -2,200 | $4.8K | -$23.9K | -64.8% |
| HARBOUR INVESTMENTS, INC. | 2,225 | -438 | $8.9K | -$13.6K | -16.4% |
| WOLFF WIESE MAGANA LLC | 3,000 | 0 | $12.0K | -$13.4K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 123 | -1,468 | $492 | -$13.0K | -92.3% |
| HUNTINGTON NATIONAL BANK | 2,736 | 0 | $10.9K | -$12.2K | 0.0% |
| EverSource Wealth Advisors, LLC | 418 | -989 | $1.7K | -$10.2K | -70.3% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,658 | 0 | $6.6K | -$7.4K | 0.0% |
| US BANCORP \DE\ | 85 | -829 | $340 | -$7.4K | -90.7% |
| COMERICA BANK | 224 | -742 | $894 | -$7.3K | -76.8% |
| Smartleaf Asset Management LLC | 35 | -533 | $142 | -$4.8K | -93.8% |
| WOLVERINE ASSET MANAGEMENT LLC | 987 | 0 | $3.9K | -$4.4K | 0.0% |
| Optiver Holding B.V. | 892 | 0 | $3.6K | -$4.0K | 0.0% |
| IFP Advisors, Inc | 0 | 0 | $3.0K | +$3.0K | — |
| Banque Cantonale Vaudoise | 778 | 0 | $3.0K | +$3.0K | 0.0% |
| DANSKE BANK A/S | 100 | 0 | $400 | -$446 | 0.0% |
| CANADA LIFE ASSURANCE Co | 10,143 | -20,324 | $40 | -$227 | -66.7% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 25 | 0 | $100 | -$112 | 0.0% |
| Concord Wealth Partners | 13 | 0 | $52 | -$58 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12,148 | 0 | $49 | -$54 | 0.0% |
| State of Alaska, Department of Revenue | 6,662 | 0 | $26 | -$30 | 0.0% |
| AMALGAMATED BANK | 3,687 | -273 | $15 | -$19 | -6.9% |
| Avion Wealth | 63 | -58 | $0 | -$1 | -47.9% |
| HANTZ FINANCIAL SERVICES, INC. | 28 | 0 | $0 | $0 | 0.0% |
| Covestor Ltd | 6 | 0 | $0 | $0 | 0.0% |
| BESSEMER GROUP INC | 0 | 0 | $0 | $0 | — |
| Persistent Asset Partners Ltd | 77,638 | 0 | $656.8K | $0 | 0.0% |