13F QoQ Ownership Changes
EW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 194 new · 416 added · 683 reduced · 129 exited
New Positions(194)
Added To(416)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 6,502,638 | +3,994,941 | $554.3M | +$359.3M | 159.3% |
| NORGES BANK | 9,427,396 | +2,207,170 | $803.7M | +$327.2M | 30.6% |
| FMR LLC | 16,582,547 | +2,003,735 | $1.41B | +$279.9M | 13.7% |
| JPMORGAN CHASE & CO | 26,024,852 | +966,326 | $2.22B | +$269.8M | 3.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 21,793,949 | +989,533 | $1.86B | +$240.0M | 4.8% |
| MARSHALL WACE, LLP | 5,925,627 | +2,359,128 | $505.2M | +$227.8M | 66.1% |
| STATE STREET CORP | 25,991,524 | +371,892 | $2.22B | +$223.3M | 1.4% |
| ALLIANCEBERNSTEIN L.P. | 2,512,284 | +1,480,055 | $214.2M | +$133.9M | 143.4% |
| MORGAN STANLEY | 7,314,292 | +804,942 | $623.5M | +$117.3M | 12.4% |
| Caisse de depot et placement du Quebec | 1,455,842 | +887,600 | $124.1M | +$79.9M | 156.2% |
| GOLDMAN SACHS GROUP INC | 3,497,407 | +560,412 | $298.2M | +$69.7M | 19.1% |
| Assenagon Asset Management S.A. | 2,286,298 | +648,870 | $194.9M | +$67.6M | 39.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,954,631 | +595,165 | $166.6M | +$60.9M | 43.8% |
| Legal & General Group Plc | 4,415,969 | +309,200 | $376.5M | +$57.1M | 7.5% |
| Allspring Global Investments Holdings, LLC | 641,869 | +613,017 | $54.8M | +$52.6M | 2124.7% |
| Allianz Asset Management GmbH | 2,238,070 | +454,485 | $190.8M | +$52.1M | 25.5% |
| Woodline Partners LP | 1,070,634 | +511,098 | $91.3M | +$47.8M | 91.3% |
| Balyasny Asset Management L.P. | 1,628,491 | +454,731 | $138.8M | +$47.5M | 38.7% |
| FRANKLIN RESOURCES INC | 778,565 | +506,228 | $66.4M | +$45.2M | 185.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,532,171 | +420,794 | $130.6M | +$44.2M | 37.9% |
| Qube Research & Technologies Ltd | 1,122,324 | +441,878 | $95.7M | +$42.8M | 64.9% |
| ORBIMED ADVISORS LLC | 1,992,900 | +308,900 | $169.9M | +$38.9M | 18.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,346,608 | +366,446 | $115.0M | +$38.8M | 37.4% |
| AQR CAPITAL MANAGEMENT LLC | 2,241,751 | +160,405 | $191.1M | +$30.1M | 7.7% |
| TWO SIGMA INVESTMENTS, LP | 391,386 | +319,186 | $33.4M | +$27.8M | 442.1% |
| WELLS FARGO & COMPANY/MN | 1,081,852 | +234,983 | $92.2M | +$26.4M | 27.7% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 3,114,850 | +36,561 | $265.5M | +$26.1M | 1.2% |
| RAYMOND JAMES FINANCIAL INC | 2,137,309 | +109,097 | $182.2M | +$24.5M | 5.4% |
| ING GROEP NV | 330,995 | +277,697 | $28.2M | +$24.1M | 521.0% |
| BNP PARIBAS FINANCIAL MARKETS | 601,067 | +94,074 | $64.8M | +$24.0M | 18.6% |
| Amundi | 2,658,038 | +5,076 | $226.6M | +$23.5M | 0.2% |
| ExodusPoint Capital Management, LP | 284,292 | +263,016 | $24.2M | +$22.6M | 1236.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 790,119 | +187,249 | $67.4M | +$20.5M | 31.1% |
| Bellevue Group AG | 1,043,096 | +146,463 | $88.9M | +$19.2M | 16.3% |
| Connor, Clark & Lunn Investment Management Ltd. | 687,091 | +144,250 | $58.6M | +$16.4M | 26.6% |
| CREDIT AGRICOLE S A | 237,036 | +174,317 | $20.2M | +$15.3M | 277.9% |
| Candriam S.C.A. | 234,968 | +172,978 | $20.0M | +$15.2M | 279.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 428,621 | +146,651 | $36.5M | +$14.6M | 52.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,228,567 | +63,266 | $104.8M | +$14.2M | 5.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,569,237 | +21,165 | $134.1M | +$13.7M | 1.4% |
| PARNASSUS INVESTMENTS, LLC | 586,760 | +111,843 | $50.0M | +$13.1M | 23.6% |
| Walleye Trading LLC | 247,824 | +143,724 | $21.1M | +$13.0M | 138.1% |
| TORONTO DOMINION BANK | 342,282 | +126,337 | $29.2M | +$12.4M | 58.5% |
| ARMISTICE CAPITAL, LLC | 277,478 | +130,907 | $23.7M | +$12.3M | 89.3% |
| Integral Health Asset Management, LLC | 325,000 | +125,000 | $27.7M | +$12.2M | 62.5% |
| BANK OF MONTREAL /CAN/ | 885,212 | +41,057 | $76.3M | +$10.7M | 4.9% |
| Walleye Capital LLC | 308,271 | +100,360 | $26.3M | +$10.1M | 48.3% |
| AMERIPRISE FINANCIAL INC | 674,344 | +63,217 | $57.2M | +$9.9M | 10.3% |
| JANUS HENDERSON GROUP PLC | 1,146,619 | +12,976 | $97.7M | +$9.6M | 1.1% |
| IFM Investors Pty Ltd | 129,386 | +4,769 | $11.0K | -$9.5M | 3.8% |
| TD Asset Management Inc | 778,129 | +47,051 | $66.3M | +$9.5M | 6.4% |
| LBP AM SA | 128,702 | +107,330 | $11.0M | +$9.3M | 502.2% |
| Longaeva Partners L.P. | 1,104,367 | +9,882 | $94.1M | +$9.0M | 0.9% |
| NOMURA HOLDINGS INC | 393,838 | +78,041 | $33.6M | +$9.0M | 24.7% |
| NOMURA ASSET MANAGEMENT CO LTD | 432,032 | +68,673 | $36.8M | +$8.6M | 18.9% |
| National Pension Service | 935,283 | +11,524 | $79.7M | +$7.9M | 1.2% |
| Gotham Asset Management, LLC | 122,453 | +88,997 | $10.4M | +$7.8M | 266.0% |
| Quantinno Capital Management LP | 403,347 | +61,928 | $34.4M | +$7.8M | 18.1% |
| California Public Employees Retirement System | 1,003,523 | +3,183 | $85.6M | +$7.8M | 0.3% |
| PRINCIPAL FINANCIAL GROUP INC | 821,825 | +16,583 | $70.1M | +$7.4M | 2.0% |
| Rakuten Investment Management, Inc. | 76,626 | +67,361 | $6.7M | +$6.1M | 727.0% |
| AVIVA PLC | 490,699 | +25,427 | $41.8M | +$5.6M | 5.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 512,394 | +23,305 | $43.7M | +$5.6M | 4.8% |
| Ninety One North America, Inc. | 567,944 | +16,545 | $48.4M | +$5.5M | 3.0% |
| Bank Julius Baer & Co. Ltd, Zurich | 73,616 | +60,588 | $6.3M | +$5.3M | 465.1% |
| CIBC Asset Management Inc | 137,818 | +54,985 | $11.7M | +$5.3M | 66.4% |
| PRUDENTIAL FINANCIAL INC | 387,877 | +28,655 | $33.1M | +$5.1M | 8.0% |
| DANSKE BANK A/S | 346,523 | +32,200 | $29.5M | +$5.1M | 10.2% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 176,519 | +44,219 | $15.0M | +$4.8M | 33.4% |
| FIRST TRUST ADVISORS LP | 170,268 | +42,974 | $14.5M | +$4.6M | 33.8% |
| Munich Reinsurance Co Stock Corp in Munich | 53,923 | +52,494 | $4.6M | +$4.5M | 3673.5% |
| Rhenman & Partners Asset Management AB | 193,500 | +38,500 | $16.5M | +$4.4M | 24.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 251,733 | +29,765 | $21.5M | +$4.2M | 13.4% |
| OFI INVEST ASSET MANAGEMENT | 507,022 | +9,954 | $36.9M | +$4.0M | 2.0% |
| NWAM LLC | 57,619 | +45,023 | $4.7M | +$3.7M | 357.4% |
| Creative Planning | 409,757 | +3,717 | $34.9M | +$3.4M | 0.9% |
| Ensign Peak Advisors, Inc | 250,314 | +18,945 | $21.3M | +$3.3M | 8.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 127,997 | +29,586 | $10.9M | +$3.3M | 30.1% |
| Asset Management One Co., Ltd. | 269,353 | +9,604 | $23.4M | +$3.2M | 3.7% |
| Investment Management Corp of Ontario | 61,450 | +33,981 | $5.2M | +$3.1M | 123.7% |
| LPL Financial LLC | 236,835 | +16,826 | $20.2M | +$3.1M | 7.6% |
| Generali Asset Management SPA SGR | 72,539 | +32,174 | $6.2M | +$3.0M | 79.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 234,025 | +15,276 | $20.0M | +$3.0M | 7.0% |
| Raiffeisen Bank International AG | 310,117 | +220 | $26.7M | +$2.8M | 0.1% |
| Mirae Asset Global Investments Co., Ltd. | 109,749 | +23,514 | $9.4M | +$2.6M | 27.3% |
| TWO SIGMA ADVISERS, LP | 110,006 | +22,600 | $9.4M | +$2.6M | 25.9% |
| SECTOR GAMMA AS | 96,402 | +23,422 | $8.2M | +$2.5M | 32.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 75,073 | +23,598 | $6.4M | +$2.4M | 45.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 104,189 | +19,887 | $8.9M | +$2.3M | 23.6% |
| Brevan Howard Capital Management LP | 68,680 | +22,408 | $5.9M | +$2.3M | 48.4% |
| GDS Wealth Management | 232,876 | +6,878 | $19.9M | +$2.3M | 3.0% |
| OneDigital Investment Advisors LLC | 71,465 | +21,567 | $6.1M | +$2.2M | 43.2% |
| Baird Financial Group, Inc. | 157,203 | +13,257 | $13.4M | +$2.2M | 9.2% |
| VICTORY CAPITAL MANAGEMENT INC | 213,120 | +7,868 | $18.2M | +$2.2M | 3.8% |
| Machina Capital S.A.S. | 46,276 | +23,549 | $3.9M | +$2.2M | 103.6% |
| Townsend & Associates, Inc | 193,657 | +3,323 | $16.4M | +$2.2M | 1.7% |
| ALLSTATE CORP | 43,601 | +22,511 | $3.7M | +$2.1M | 106.7% |
| Cerity Partners LLC | 217,507 | +4,802 | $18.5M | +$2.0M | 2.3% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 34,936 | +20,358 | $3.0M | +$1.8M | 139.6% |
| QRG CAPITAL MANAGEMENT, INC. | 54,464 | +18,172 | $4.6M | +$1.8M | 50.1% |
| Boston Common Asset Management, LLC | 144,703 | +9,028 | $12.3M | +$1.8M | 6.7% |
| IEQ CAPITAL, LLC | 218,897 | +1,822 | $18.7M | +$1.8M | 0.8% |
| NEOS Investment Management LLC | 103,955 | +12,467 | $8.9M | +$1.7M | 13.6% |
| Callan Family Office, LLC | 54,906 | +17,000 | $4.7M | +$1.7M | 44.8% |
| J. Safra Sarasin Holding AG | 32,466 | +18,908 | $2.8M | +$1.7M | 139.5% |
| Ninety One SA (PTY) Ltd | 181,506 | +4,072 | $15.5M | +$1.7M | 2.3% |
| Focus Partners Wealth | 28,922 | +18,963 | $2.5M | +$1.7M | 190.4% |
| MACKENZIE FINANCIAL CORP | 83,717 | +12,675 | $7.2M | +$1.7M | 17.8% |
| ABN AMRO INVESTMENT SOLUTIONS | 24,419 | +19,123 | $2.1M | +$1.7M | 361.1% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 158,820 | +6,074 | $13.5M | +$1.7M | 4.0% |
| United Asset Strategies, Inc. | 191,745 | +2,434 | $16.3M | +$1.6M | 1.3% |
| HighTower Advisors, LLC | 141,326 | +7,214 | $12.0M | +$1.6M | 5.4% |
| Washington Trust Advisors, Inc. | 138,005 | +7,418 | $11.8M | +$1.6M | 5.7% |
| FIRST AMERICAN BANK | 149,175 | +5,971 | $12.7M | +$1.6M | 4.2% |
| Canada Post Corp Registered Pension Plan | 162,998 | +3,120 | $13.9M | +$1.6M | 1.9% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 32,398 | +16,688 | $2.8M | +$1.5M | 106.2% |
| Manitou Investment Management Ltd. | 184,741 | +1,495 | $15.7M | +$1.5M | 0.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 69,347 | +12,591 | $5.9M | +$1.5M | 22.2% |
| ProShare Advisors LLC | 112,537 | +8,266 | $9.6M | +$1.5M | 7.9% |
| NVWM, LLC | 17,166 | +17,143 | $1.5M | +$1.5M | 74534.8% |
| Czech National Bank | 153,017 | +3,905 | $13.0M | +$1.4M | 2.6% |
| CI INVESTMENTS INC. | 16,994 | +896 | $1.4M | +$1.4M | 5.6% |
| Empowered Funds, LLC | 32,219 | +15,455 | $2.7M | +$1.4M | 92.2% |
| W.G. Shaheen & Associates DBA Whitney & Co | 170,877 | +1,294 | $14.6M | +$1.4M | 0.8% |
| FIL Ltd | 60,388 | +11,846 | $5.1M | +$1.4M | 24.4% |
| EQUITABLE TRUST CO | 64,548 | +11,035 | $5.5M | +$1.3M | 20.6% |
| Fulcrum Capital LLC | 137,220 | +3,352 | $11.7M | +$1.3M | 2.5% |
| NORTH STAR ASSET MANAGEMENT INC | 68,721 | +8,940 | $5.9M | +$1.2M | 14.9% |
| Suncoast Equity Management | 26,326 | +12,703 | $2.2M | +$1.2M | 93.2% |
| MUFG Securities EMEA plc | 23,790 | +12,553 | $2.0M | +$1.2M | 111.7% |
| USS Investment Management Ltd | 117,423 | +3,374 | $10.0M | +$1.1M | 3.0% |
| Merit Financial Group, LLC | 28,282 | +11,823 | $2.4M | +$1.1M | 71.8% |
| FARMERS & MERCHANTS INVESTMENTS INC | 125,707 | +1,962 | $10.7M | +$1.1M | 1.6% |
| Oak Harvest Investment Services | 39,936 | +10,111 | $3.4M | +$1.1M | 33.9% |
| XPONANCE, INC. | 88,130 | +5,005 | $7.5M | +$1.0M | 6.0% |
| Telos Capital Management, Inc. | 77,715 | +5,630 | $6.6M | +$1.0M | 7.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 95,829 | +1,270 | $8.2M | +$984.4K | 1.3% |
| CIBC WORLD MARKET INC. | 33,601 | +9,120 | $2.9M | +$960.6K | 37.3% |
| Waverly Advisors, LLC | 32,592 | +9,198 | $2.8M | +$959.1K | 39.3% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 60,070 | +6,490 | $5.1M | +$954.1K | 12.1% |
| Advisors Asset Management, Inc. | 27,481 | +9,598 | $2.3M | +$952.0K | 53.7% |
| Vanguard Personalized Indexing Management, LLC | 86,019 | +3,733 | $7.3M | +$933.6K | 4.5% |
| Cetera Investment Advisers | 73,999 | +4,881 | $6.3M | +$933.0K | 7.1% |
| Simplify Asset Management Inc. | 19,338 | +9,284 | $1.6M | +$866.7K | 92.3% |
| BANQUE PICTET & CIE SA | 100,911 | +1,290 | $8.6M | +$855.1K | 1.3% |
| TCW GROUP INC | 26,542 | +8,195 | $2.3M | +$835.9K | 44.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 52,758 | +5,279 | $4.5M | +$805.2K | 11.1% |
| M&T Bank Corp | 35,754 | +6,182 | $3.0M | +$748.4K | 20.9% |
| Ethic Inc. | 48,979 | +4,403 | $4.2M | +$708.8K | 9.9% |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 13,702 | +7,353 | $1.2M | +$674.3K | 115.8% |
| Avanza Fonder AB | 73,043 | +1,309 | $6.2M | +$648.2K | 1.8% |
| Allianz SE | 9,857 | +7,367 | $840.3K | +$646.7K | 295.9% |
| Steward Partners Investment Advisory, LLC | 84,948 | +77 | $7.2M | +$641.4K | 0.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 75,773 | +923 | $6.5M | +$638.6K | 1.2% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 75,176 | +797 | $6.4M | +$624.3K | 1.1% |
| Rodgers Brothers Inc. | 80,839 | +250 | $6.9M | +$624.1K | 0.3% |
| BAMCO INC /NY/ | 34,125 | +4,700 | $2.9M | +$620.8K | 16.0% |
| MGO ONE SEVEN LLC | 24,515 | +5,571 | $2.1M | +$616.6K | 29.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 57,979 | +1,971 | $4.9M | +$587.0K | 3.5% |
| Crossmark Global Holdings, Inc. | 37,110 | +3,978 | $3.2M | +$587.0K | 12.0% |
| MML INVESTORS SERVICES, LLC | 17,782 | +5,768 | $1.5M | +$581.6K | 48.0% |
| INSPIRION WEALTH ADVISORS, LLC | 15,236 | +3,961 | $1.3M | +$554.8K | 35.1% |
| CAPTRUST FINANCIAL ADVISORS | 59,171 | +1,122 | $5.0M | +$529.9K | 1.9% |
| Independent Advisor Alliance | 22,375 | +4,548 | $1.9M | +$521.1K | 25.5% |
| TRUIST FINANCIAL CORP | 55,104 | +1,281 | $4.7M | +$511.9K | 2.4% |
| Sequoia Financial Advisors, LLC | 33,380 | +3,143 | $2.8M | +$494.1K | 10.4% |
| Maridea Wealth Management LLC | 16,422 | +4,352 | $1.4M | +$491.2K | 36.0% |
| Moors & Cabot, Inc. | 55,272 | +945 | $4.7M | +$486.9K | 1.7% |
| Erste Asset Management GmbH | 24,620 | +3,100 | $2.1M | +$479.3K | 14.4% |
| Diversified Trust Co | 36,967 | +2,480 | $3.2M | +$469.4K | 7.2% |
| OMERS ADMINISTRATION Corp | 45,991 | +1,487 | $3.9M | +$459.7K | 3.3% |
| Weaver Consulting Group | 47,567 | +1,198 | $4.1M | +$449.0K | 2.6% |
| Wealthfront Advisers LLC | 32,316 | +2,654 | $2.8M | +$448.1K | 8.9% |
| Caprock Group, LLC | 11,078 | +4,964 | $944.4K | +$447.1K | 81.2% |
| OSTRUM ASSET MANAGEMENT | 54,052 | +461 | $4.6M | +$440.2K | 0.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40,120 | +1,659 | $3.4M | +$429.1K | 4.3% |
| B. Metzler seel. Sohn & Co. AG | 55,280 | +135 | $4.7M | +$426.7K | 0.2% |
| Apella Capital, LLC | 7,433 | +4,567 | $633.7K | +$425.4K | 159.3% |
| BURNEY CO/ | 41,902 | +1,412 | $3.6M | +$423.2K | 3.5% |
| Vestmark Advisory Solutions, Inc. | 11,796 | +4,268 | $1.0M | +$420.2K | 56.7% |
| Wealthspire Advisors, LLC | 15,338 | +3,842 | $1.3M | +$413.5K | 33.4% |
| ELEVATUS WELATH MANAGEMENT | 34,598 | +1,980 | $2.9M | +$412.8K | 6.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12,583 | +3,913 | $1.1M | +$398.5K | 45.1% |
| Plato Investment Management Ltd | 8,509 | +4,084 | $728.9K | +$387.4K | 92.3% |
| GENEVA CAPITAL MANAGEMENT LLC | 17,152 | +3,201 | $1.5M | +$377.2K | 22.9% |
| Blue Trust, Inc. | 11,216 | +3,661 | $956.2K | +$368.6K | 48.5% |
| Meeder Advisory Services, Inc. | 10,495 | +3,686 | $894.7K | +$365.2K | 54.1% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 7,909 | +3,838 | $674.2K | +$357.6K | 94.3% |
| Rockefeller Capital Management L.P. | 36,707 | +922 | $3.1M | +$346.3K | 2.6% |
| HB Wealth Management, LLC | 27,394 | +1,788 | $2.3M | +$344.0K | 7.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 8,498 | +3,589 | $724.5K | +$342.7K | 73.1% |
| Fairtree Asset Management (Pty) Ltd | 15,911 | +2,832 | $1.4M | +$339.3K | 21.6% |
| Chesley Taft & Associates LLC | 28,151 | +1,446 | $2.4M | +$323.0K | 5.4% |
| Clearstead Advisors, LLC | 9,141 | +3,242 | $779.3K | +$320.5K | 55.0% |
| Concurrent Investment Advisors, LLC | 31,330 | +1,035 | $2.7M | +$314.8K | 3.4% |
| Hixon Zuercher, LLC | 31,316 | +988 | $2.7M | +$311.1K | 3.3% |
| Colonial Trust Co / SC | 32,960 | +764 | $2.8M | +$306.0K | 2.4% |
| Aptus Capital Advisors, LLC | 12,117 | +2,750 | $1.0M | +$304.5K | 29.4% |
| SECTORAL ASSET MANAGEMENT INC | 17,250 | +2,250 | $1.5M | +$304.0K | 15.0% |
| Comprehensive Financial Consultants Institutional, Inc. | 32,448 | +739 | $2.8M | +$300.2K | 2.3% |
| Atria Investments, Inc | 11,285 | +2,743 | $962.0K | +$297.7K | 32.1% |
| HANCOCK WHITNEY CORP | 35,086 | +433 | $3.0M | +$296.1K | 1.2% |
| LAZARD ASSET MANAGEMENT LLC | 24,928 | +1,221 | $2.1M | +$281.4K | 5.2% |
| Phoenix Financial Ltd. | 10,390 | +2,614 | $885.7K | +$281.0K | 33.6% |
| Caliber Wealth Management, LLC / KS | 21,674 | +1,489 | $1.8M | +$277.9K | 7.4% |
| Citizens Business Bank | 31,024 | +548 | $2.6M | +$274.7K | 1.8% |
| Curi Capital, LLC | 15,815 | +1,999 | $1.3M | +$273.8K | 14.5% |
| Ledyard National Bank | 16,262 | +1,923 | $1.4M | +$271.2K | 13.4% |
| BROWN BROTHERS HARRIMAN & CO | 4,892 | +2,999 | $417.0K | +$269.8K | 158.4% |
| WealthShield Partners, LLC | 26,632 | +851 | $2.3M | +$265.4K | 3.3% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 26,107 | +949 | $2.2M | +$258.0K | 3.8% |
| &PARTNERS | 24,873 | +806 | $2.1M | +$256.3K | 3.3% |
| Winthrop Advisory Group LLC | 6,476 | +2,675 | $551.6K | +$256.0K | 70.4% |
| BROADWATER CAPITAL MANAGEMENT LLC | 164,083 | +149,443 | $1.3M | +$252.3K | 1020.8% |
| COMMERCE BANK | 29,254 | +315 | $2.5M | +$243.3K | 1.1% |
| PROFUND ADVISORS LLC | 9,749 | +2,172 | $831.1K | +$241.8K | 28.7% |
| Illinois Municipal Retirement Fund | 30,967 | +93 | $2.6M | +$238.9K | 0.3% |
| Corient Private Wealth LLC | 108,970 | +26,063 | $6.7M | +$234.8K | 31.4% |
| Bank Pictet & Cie (Europe) AG | 20,185 | +1,068 | $1.7M | +$234.0K | 5.6% |
| Tower Research Capital LLC (TRC) | 12,751 | +1,765 | $1.1M | +$232.6K | 16.1% |
| Martin Capital Advisors, LLP | 26,076 | +360 | $2.2M | +$223.1K | 1.4% |
| Prestige Wealth Management Group LLC | 3,144 | +2,813 | $243.1K | +$217.3K | 849.8% |
| AlphaCore Capital LLC | 6,745 | +2,131 | $575.0K | +$216.2K | 46.2% |
| PINNACLE ASSOCIATES LTD | 7,026 | +2,081 | $599.0K | +$214.4K | 42.1% |
| Westerkirk Capital Inc. | 7,700 | +2,000 | $656.4K | +$213.1K | 35.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,586 | +512 | $1.9M | +$208.8K | 2.3% |
| BAILARD, INC. | 12,431 | +1,406 | $1.1M | +$202.3K | 12.8% |
| Beacon Pointe Advisors, LLC | 19,344 | +701 | $1.6M | +$199.2K | 3.8% |
| JOURNEY STRATEGIC WEALTH LLC | 6,346 | +1,943 | $541.0K | +$198.6K | 44.1% |
| Williams Jones Wealth Management, LLC. | 17,250 | +750 | $1.5M | +$187.4K | 4.5% |
| Kestra Advisory Services, LLC | 12,015 | +1,141 | $1.0M | +$178.7K | 10.5% |
| Farther Finance Advisors, LLC | 13,323 | +1,008 | $1.1M | +$178.0K | 8.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 19,453 | +348 | $1.7M | +$172.6K | 1.8% |
| WADDELL & ASSOCIATES, LLC | 12,346 | +1,025 | $1.1M | +$172.1K | 9.1% |
| Forefront Analytics, LLC | 6,113 | +1,621 | $521.1K | +$171.8K | 36.1% |
| PITTENGER & ANDERSON INC | 17,517 | +516 | $1.5M | +$171.2K | 3.0% |
| EVOKE WEALTH, LLC | 5,991 | +1,531 | $510.7K | +$163.9K | 34.3% |
| Sentinus, LLC | 7,258 | +1,408 | $618.7K | +$163.8K | 24.1% |
| World Investment Advisors | 39,986 | +3,877 | $3.0M | +$155.4K | 10.7% |
| INTRUST BANK NA | 13,855 | +600 | $1.2M | +$150.3K | 4.5% |
| BFSG, LLC | 7,410 | +1,200 | $631.7K | +$148.8K | 19.3% |
| Addison Advisors LLC | 18,065 | +80 | $1.5M | +$141.3K | 0.4% |
| GREAT LAKES ADVISORS, LLC | 14,958 | +347 | $1.3M | +$138.9K | 2.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 12,234 | +602 | $1.0M | +$138.3K | 5.2% |
| Stratos Wealth Partners, LTD. | 14,991 | +332 | $1.3M | +$138.0K | 2.3% |
| D.A. DAVIDSON & CO. | 10,794 | +732 | $920.2K | +$137.7K | 7.3% |
| Advisory Services Network, LLC | 12,659 | +500 | $1.1M | +$133.6K | 4.1% |
| Dynamic Advisor Solutions LLC | 15,788 | +198 | $1.3M | +$133.5K | 1.3% |
| PRINCIPAL SECURITIES, INC. | 4,814 | +1,184 | $410.4K | +$128.1K | 32.6% |
| QUADRANT CAPITAL GROUP LLC | 15,113 | +136 | $1.3M | +$123.6K | 0.9% |
| ASSETMARK, INC | 4,253 | +1,164 | $362.6K | +$122.3K | 37.7% |
| Nilsine Partners, LLC | 4,810 | +1,087 | $410.1K | +$120.5K | 29.2% |
| HighPoint Advisor Group LLC | 10,939 | +489 | $932.5K | +$119.8K | 4.7% |
| GAMMA Investing LLC | 10,383 | +532 | $885.2K | +$119.0K | 5.4% |
| Hilltop National Bank | 9,200 | +620 | $784.3K | +$117.0K | 7.2% |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 11,783 | +365 | $1.0M | +$116.9K | 3.2% |
| Waterfront Wealth Inc. | 15,454 | +46 | $1.3M | +$115.1K | 0.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,126,755 | +1,267,918 | $181.3K | +$114.5K | 147.6% |
| Baldwin Investment Management, LLC | 15,095 | +10 | $1.3M | +$113.7K | 0.1% |
| GraniteShares Advisors LLC | 9,945 | +443 | $847.8K | +$108.8K | 4.7% |
| CHESAPEAKE CAPITAL CORP /IL/ | 12,970 | +116 | $1.1M | +$106.0K | 0.9% |
| CHAPIN DAVIS, INC. | 7,267 | +645 | $619.5K | +$104.5K | 9.7% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,099 | +1,122 | $178.9K | +$103.0K | 114.8% |
| SAGESPRING WEALTH PARTNERS, LLC | 10,572 | +245 | $901.2K | +$98.1K | 2.4% |
| SYON CAPITAL LLC | 7,300 | +541 | $622.3K | +$96.7K | 8.0% |
| CHICAGO TRUST Co NA | 12,067 | +63 | $1.0M | +$95.2K | 0.5% |
| BankPlus Trust Department | 11,795 | +71 | $1.0M | +$93.7K | 0.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 9,608 | +249 | $819.1K | +$91.2K | 2.7% |
| NorthCrest Asset Manangement, LLC | 7,189 | +458 | $605.1K | +$88.7K | 6.8% |
| Legacy Advisors, LLC | 7,833 | +373 | $667.8K | +$87.6K | 5.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,408 | +121 | $887.3K | +$87.3K | 1.2% |
| Bayforest Capital Ltd | 2,990 | +820 | $254.9K | +$86.1K | 37.8% |
| Vise Technologies, Inc. | 7,113 | +417 | $606.4K | +$85.6K | 6.2% |
| One Wealth Advisors, LLC | 8,999 | +218 | $767.2K | +$84.3K | 2.5% |
| Everhart Financial Group, Inc. | 6,159 | +475 | $525.1K | +$83.0K | 8.3% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 46,816 | +564 | $3.9M | +$82.9K | 1.2% |
| Wealthcare Advisory Partners LLC | 6,888 | +395 | $587.2K | +$82.2K | 6.1% |
| Compound Planning, Inc. | 3,921 | +678 | $334.3K | +$82.1K | 20.9% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,920 | +960 | $156.5K | +$81.8K | 100.0% |
| Miracle Mile Advisors, LLC | 9,331 | +147 | $795.5K | +$81.2K | 1.6% |
| Frank, Rimerman Advisors LLC | 6,510 | +414 | $555.0K | +$80.9K | 6.8% |
| Meridian Wealth Management, LLC | 5,012 | +395 | $439.9K | +$80.8K | 8.6% |
| Geneos Wealth Management Inc. | 8,291 | +198 | $706.8K | +$77.4K | 2.4% |
| EverSource Wealth Advisors, LLC | 4,918 | +508 | $419.3K | +$76.3K | 11.5% |
| Florida Trust Wealth Management Co | 8,810 | +132 | $751.1K | +$76.2K | 1.5% |
| FINANCIAL MANAGEMENT NETWORK INC | 8,639 | +2 | $737.2K | +$75.9K | 0.0% |
| Handelsbanken Fonder AB | 1,203,504 | +840,513 | $102.6K | +$74.4K | 231.6% |
| Values Added Financial LLC | 9,394 | +42 | $800.8K | +$73.5K | 0.4% |
| Sivia Capital Partners, LLC | 3,672 | +566 | $313.0K | +$71.5K | 18.2% |
| J.W. COLE ADVISORS, INC. | 11,099 | +107 | $925.7K | +$70.9K | 1.0% |
| Smartleaf Asset Management LLC | 5,962 | +222 | $514.0K | +$70.9K | 3.9% |
| Caerus Investment Advisors, LLC | 4,631 | +459 | $394.8K | +$70.3K | 11.0% |
| Perigon Wealth Management, LLC | 6,783 | +241 | $578.3K | +$69.5K | 3.7% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 854,314 | +779,187 | $72.8K | +$67.0K | 1037.2% |
| TWIN CAPITAL MANAGEMENT INC | 8,627 | +29 | $735.5K | +$66.8K | 0.3% |
| BENJAMIN EDWARDS INC | 7,759 | +105 | $661.4K | +$66.2K | 1.4% |
| Focus Partners Advisor Solutions, LLC | 14,473 | +73 | $1.2M | +$65.5K | 0.5% |
| Banco Santander, S.A. | 4,389 | +415 | $374.2K | +$65.1K | 10.4% |
| CITIZENS FINANCIAL GROUP INC/RI | 4,877 | +365 | $415.8K | +$64.9K | 8.1% |
| SIGNATUREFD, LLC | 7,705 | +69 | $656.8K | +$63.0K | 0.9% |
| Resonant Capital Advisors, LLC | 3,804 | +430 | $324.3K | +$61.9K | 12.7% |
| Robertson Stephens Wealth Management, LLC | 6,445 | +170 | $549.4K | +$61.4K | 2.7% |
| DAYMARK WEALTH PARTNERS, LLC | 7,344 | +65 | $626.1K | +$60.0K | 0.9% |
| Kera Capital Partners, Inc. | 6,006 | +488 | $488.6K | +$59.5K | 8.8% |
| Dorsey & Whitney Trust CO LLC | 4,797 | +272 | $408.9K | +$57.0K | 6.0% |
| ROCKLAND TRUST CO | 3,846 | +360 | $327.9K | +$56.8K | 10.3% |
| Arkadios Wealth Advisors | 4,306 | +307 | $367.1K | +$56.1K | 7.7% |
| North Star Investment Management Corp. | 6,895 | +43 | $587.8K | +$54.9K | 0.6% |
| MATHER GROUP, LLC. | 5,178 | +186 | $441.4K | +$53.2K | 3.7% |
| Chicago Partners Investment Group LLC | 9,159 | +467 | $766.2K | +$51.8K | 5.4% |
| Soltis Investment Advisors LLC | 6,855 | +1 | $584.4K | +$51.4K | 0.0% |
| EVENTIDE ASSET MANAGEMENT, LLC | 3,456 | +255 | $297.9K | +$50.8K | 8.0% |
| Johnson Financial Group, Inc. | 1,799 | +476 | $153.4K | +$50.5K | 36.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,185,653 | +436,200 | $186.3K | +$50.3K | 24.9% |
| Sage Mountain Advisors LLC | 3,080 | +294 | $262.6K | +$45.9K | 10.6% |
| HUB Investment Partners, LLC | 4,836 | +125 | $412.3K | +$45.9K | 2.6% |
| Atlantic Private Wealth, LLC | 5,915 | +5 | $504.3K | +$44.6K | 0.1% |
| Equitable Holdings, Inc. | 5,133 | +78 | $437.6K | +$44.5K | 1.5% |
| Turtle Creek Wealth Advisors, LLC | 3,859 | +197 | $329.0K | +$44.2K | 5.4% |
| Granite Harbor Advisors, Inc. | 4,821 | +97 | $411.0K | +$43.6K | 2.0% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3,521 | +220 | $300.2K | +$43.4K | 6.7% |
| Annex Advisory Services, LLC | 5,441 | +16 | $463.8K | +$41.9K | 0.3% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,267 | +9 | $449.0K | +$40.1K | 0.2% |
| HARBOUR INVESTMENTS, INC. | 2,908 | +231 | $247.9K | +$39.7K | 8.6% |
| L2 Asset Management, LLC | 3,121 | +198 | $266.1K | +$38.7K | 6.8% |
| Montis Financial, LLC | 4,332 | +79 | $369.3K | +$38.5K | 1.9% |
| FIDELIS CAPITAL PARTNERS, LLC | 4,145 | +63 | $353.4K | +$35.9K | 1.5% |
| Prosperity Consulting Group, LLC | 3,737 | +96 | $318.6K | +$35.4K | 2.6% |
| MITCHELL SINKLER & STARR/PA | 2,900 | +175 | $247.2K | +$35.3K | 6.4% |
| AdvisorNet Financial, Inc | 1,940 | +267 | $165.4K | +$35.3K | 15.9% |
| EVERMAY WEALTH MANAGEMENT LLC | 3,304 | +128 | $281.7K | +$34.7K | 4.0% |
| TRUST CO OF VERMONT | 2,945 | +160 | $251.1K | +$34.5K | 5.7% |
| Calamos Wealth Management LLC | 3,961 | +51 | $337.7K | +$33.6K | 1.3% |
| Howard Capital Management Inc. | 4,158 | +22 | $354.5K | +$32.8K | 0.5% |
| STEPHENS INC /AR/ | 2,799 | +144 | $238.6K | +$32.1K | 5.4% |
| Checchi Capital Advisers, LLC | 3,696 | +25 | $315.1K | +$29.6K | 0.7% |
| RWA WEALTH PARTNERS, LLC | 3,245 | +59 | $276.6K | +$28.9K | 1.9% |
| IHT Wealth Management, LLC | 3,229 | +60 | $275.3K | +$28.8K | 1.9% |
| Baker Avenue Asset Management, LP | 3,363 | +47 | $286.7K | +$28.8K | 1.4% |
| CONNING INC. | 3,190 | +48 | $271.9K | +$27.6K | 1.5% |
| N.E.W. Advisory Services LLC | 374 | +315 | $31.9K | +$27.3K | 533.9% |
| UMB Bank, n.a. | 2,561 | +101 | $218.3K | +$27.0K | 4.1% |
| Prime Capital Investment Advisors, LLC | 3,047 | +24 | $259.8K | +$24.7K | 0.8% |
| NICOLET ADVISORY SERVICES, LLC | 2,919 | +76 | $242.3K | +$24.2K | 2.7% |
| Spire Wealth Management | 2,480 | +53 | $211.4K | +$22.7K | 2.2% |
| Heritage Trust Co | 2,796 | +21 | $238.4K | +$22.5K | 0.8% |
| Stonebridge Financial Group, LLC | 2,698 | +29 | $230.0K | +$22.4K | 1.1% |
| MCF Advisors LLC | 571 | +207 | $48.7K | +$20.4K | 56.9% |
| CYBER HORNET ETFs LLC | 1,741 | +93 | $148.4K | +$20.3K | 5.6% |
| Frazier Financial Advisors, LLC | 1,402 | +124 | $119.5K | +$20.1K | 9.7% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,441 | +114 | $122.8K | +$19.6K | 8.6% |
| CENTRAL TRUST Co | 2,536 | +5 | $216.2K | +$19.3K | 0.2% |
| McIlrath & Eck, LLC | 1,057 | +135 | $90.1K | +$18.4K | 14.6% |
| EASTERN BANK | 1,501 | +70 | $128.0K | +$16.7K | 4.9% |
| MassMutual Private Wealth & Trust, FSB | 1,889 | +31 | $161.0K | +$16.5K | 1.7% |
| Parkside Financial Bank & Trust | 1,523 | +59 | $129.8K | +$16.0K | 4.0% |
| J.Safra Asset Management Corp | 196 | +186 | $16.7K | +$15.9K | 1860.0% |
| ACADIAN ASSET MANAGEMENT LLC | 926,123 | +73,870 | $78.9K | +$12.7K | 8.7% |
| Caitong International Asset Management Co., Ltd | 161 | +141 | $13.7K | +$12.2K | 705.0% |
| Activest Wealth Management | 284 | +114 | $24.2K | +$11.0K | 67.0% |
| Krilogy Financial LLC | 5,193 | +42 | $437.6K | +$10.9K | 0.8% |
| JFS WEALTH ADVISORS, LLC | 690 | +58 | $58.8K | +$9.7K | 9.2% |
| Physician Wealth Advisors, Inc. | 168 | +94 | $14.3K | +$8.6K | 127.0% |
| C WorldWide Group Holding A/S | 461,353 | +64,835 | $39.3K | +$8.5K | 16.4% |
| Marquette Asset Management, LLC | 149 | +69 | $12.7K | +$6.5K | 86.3% |
| SJS Investment Consulting Inc. | 92 | +72 | $7.8K | +$6.3K | 360.0% |
| JNBA Financial Advisors | 481 | +31 | $41.0K | +$6.0K | 6.9% |
| Westside Investment Management, Inc. | 702 | +6 | $59.9K | +$5.9K | 0.9% |
| SG Americas Securities, LLC | 593,482 | +15,370 | $50.6K | +$5.6K | 2.6% |
| Sunbelt Securities, Inc. | 662 | +7 | $56.4K | +$5.5K | 1.1% |
| CANADA LIFE ASSURANCE Co | 390,355 | +20,957 | $33.3K | +$4.8K | 5.7% |
| Quaker Wealth Management, LLC | 612 | +1 | $52.2K | +$4.7K | 0.2% |
| HIGHLINE WEALTH PARTNERS LLC | 85 | +49 | $7.2K | +$4.4K | 136.1% |
| Rossby Financial, LCC | 402 | +10 | $34.3K | +$4.4K | 2.5% |
| Morse Asset Management, Inc | 164 | +39 | $14.0K | +$4.3K | 31.2% |
| WOLFF WIESE MAGANA LLC | 141 | +38 | $12.0K | +$4.0K | 36.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 155 | +32 | $13.2K | +$3.6K | 26.0% |
| Sound Income Strategies, LLC | 249 | +17 | $21.0K | +$3.6K | 7.3% |
| Dogwood Wealth Management LLC | 89 | +37 | $7.6K | +$3.5K | 71.2% |
| ELEVATION WEALTH PARTNERS, LLC | 71 | +32 | $6.1K | +$3.0K | 82.0% |
| Clearstead Trust, LLC | 43 | +27 | $3.7K | +$2.4K | 168.8% |
| American Capital Advisory, LLC | 259 | +4 | $22.1K | +$2.2K | 1.6% |
| ORG Partners LLC | 116 | +11 | $9.9K | +$1.7K | 10.5% |
| Nemes Rush Group LLC | 105 | +9 | $9.0K | +$1.5K | 9.4% |
| Bay Harbor Wealth Management, LLC | 42 | +14 | $3.6K | +$1.4K | 50.0% |
| Bogart Wealth, LLC | 36 | +14 | $3.1K | +$1.4K | 63.6% |
| Transamerica Financial Advisors, LLC | 35 | +14 | $3.0K | +$1.4K | 66.7% |
| Daiwa Securities Group Inc. | 136,461 | +3,616 | $11.6K | +$1.3K | 2.7% |
| CBIZ Investment Advisory Services, LLC | 44 | +12 | $3.8K | +$1.3K | 37.5% |
| CWM, LLC | 89,837 | +5,921 | $7.7K | +$1.1K | 7.0% |
| Bare Financial Services, Inc | 60 | +7 | $5.1K | +$993 | 13.2% |
| Thrivent Financial for Lutherans | 58,001 | +5,202 | $4.9K | +$838 | 9.8% |
| ROSS\JOHNSON & Associates LLC | 11 | +9 | $938 | +$782 | 450.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 50,006 | +4,876 | $4.3K | +$753 | 10.8% |
| Dunhill Financial, LLC | 20 | +7 | $1.7K | +$705 | 53.8% |
| Seascape Capital Management | 44,162 | +4,784 | $3.8K | +$703 | 12.1% |
| Cambridge Investment Research Advisors, Inc. | 32,220 | +5,690 | $2.7K | +$684 | 21.4% |
| Hughes Financial Services, LLC | 301 | +3 | $25.7K | +$604 | 1.0% |
| Janney Montgomery Scott LLC | 51,173 | +1,864 | $4.4K | +$527 | 3.8% |
| Rakuten Securities, Inc. | 6 | +5 | $512 | +$434 | 500.0% |
| PayPay Securities Corp | 18 | +4 | $1.5K | +$409 | 28.6% |
| Cornerstone Planning Group LLC | 333 | +11 | $27.3K | +$378 | 3.4% |
| WINNOW WEALTH LLC | 21 | +2 | $1.8K | +$324 | 10.5% |
| PARK AVENUE SECURITIES LLC | 8,521 | +3,193 | $726 | +$312 | 59.9% |
| Rialto Wealth Management, LLC | 28 | +1 | $2.4K | +$287 | 3.7% |
| Harel Insurance Investments & Financial Services Ltd. | 12,878 | +2,176 | $1.1K | +$266 | 20.3% |
| Retirement Wealth Solutions LLC | 10 | +1 | $853 | +$153 | 11.1% |
| Aspen Investment Management Inc | 10,381 | +150 | $885 | +$89 | 1.5% |
| STEVENS CAPITAL MANAGEMENT LP | 4,847 | +441 | $413 | +$70 | 10.0% |
| CX Institutional | 4,538 | +218 | $387 | +$51 | 5.0% |
| Claret Asset Management Corp | 3,148 | +181 | $268 | +$37 | 6.1% |
| Covestor Ltd | 1,784 | +157 | $152 | +$25 | 9.6% |
| GW&K Investment Management, LLC | 459 | +27 | $39 | +$5 | 6.3% |
| HANTZ FINANCIAL SERVICES, INC. | 383 | +5 | $33 | +$4 | 1.3% |
| Avion Wealth | 129 | +6 | $10 | +$1 | 4.9% |
| VALLEY NATIONAL ADVISERS INC | 33 | +18 | $2 | +$1 | 120.0% |