13F QoQ Ownership Changes
EXE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 196 new · 332 added · 348 reduced · 83 exited
New Positions(196)
Added To(332)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital Research Global Investors | 21,251,283 | +5,291,948 | $2.35B | +$649.8M | 33.1% |
| VICTORY CAPITAL MANAGEMENT INC | 3,286,361 | +2,160,979 | $362.7M | +$243.1M | 192.0% |
| TD Asset Management Inc | 1,294,999 | +938,337 | $142.9M | +$105.0M | 263.1% |
| CIBC Private Wealth Group LLC | 2,063,440 | +806,453 | $227.7M | +$94.2M | 64.2% |
| Assenagon Asset Management S.A. | 1,642,779 | +769,944 | $181.3M | +$88.6M | 88.2% |
| JANE STREET GROUP, LLC | 1,507,418 | +768,148 | $166.4M | +$87.8M | 103.9% |
| 59 North Capital Management, LP | 1,841,634 | +500,977 | $203.2M | +$60.8M | 37.4% |
| PRINCIPAL FINANCIAL GROUP INC | 993,162 | +452,483 | $109.6M | +$52.2M | 83.7% |
| Balyasny Asset Management L.P. | 495,103 | +453,980 | $54.6M | +$50.3M | 1104.0% |
| JENNISON ASSOCIATES LLC | 892,935 | +402,618 | $98.5M | +$46.5M | 82.1% |
| CITADEL ADVISORS LLC | 2,746,282 | +328,513 | $303.1M | +$46.2M | 13.6% |
| Point72 Asset Management, L.P. | 409,649 | +326,249 | $45.2M | +$36.3M | 391.2% |
| RAYMOND JAMES FINANCIAL INC | 665,791 | +293,149 | $73.5M | +$33.9M | 78.7% |
| Zurich Insurance Group Ltd/FI | 609,299 | +290,448 | $67.2M | +$33.4M | 91.1% |
| MILLENNIUM MANAGEMENT LLC | 952,637 | +258,978 | $105.1M | +$31.4M | 37.3% |
| STEADFAST CAPITAL MANAGEMENT LP | 294,700 | +266,700 | $32.5M | +$29.5M | 952.5% |
| DEUTSCHE BANK AG\ | 1,552,459 | +204,691 | $171.3M | +$28.1M | 15.2% |
| MORGAN STANLEY | 3,183,177 | +138,381 | $351.3M | +$27.8M | 4.5% |
| Qube Research & Technologies Ltd | 911,173 | +218,024 | $100.6M | +$26.9M | 31.4% |
| AMERICAN CENTURY COMPANIES INC | 818,678 | +178,655 | $90.3M | +$22.4M | 27.9% |
| LSP Investment Advisors, LLC | 509,717 | +190,300 | $56.3M | +$22.3M | 59.6% |
| Schonfeld Strategic Advisors LLC | 194,379 | +184,626 | $21.5M | +$20.4M | 1893.0% |
| Altshuler Shaham Ltd | 1,716,853 | +125,094 | $189.5M | +$20.4M | 7.8% |
| Gemsstock Ltd. | 400,500 | +171,700 | $44.2M | +$19.9M | 75.0% |
| AMERIPRISE FINANCIAL INC | 1,551,295 | +88,809 | $172.8M | +$18.0M | 6.1% |
| NYL Investors LLC | 170,590 | +153,532 | $18.8M | +$17.0M | 900.0% |
| DISCIPLINED GROWTH INVESTORS INC /MN | 2,549,879 | +56,203 | $281.4M | +$16.5M | 2.3% |
| D. E. Shaw & Co., Inc. | 708,292 | +127,483 | $78.2M | +$16.5M | 21.9% |
| WELLS FARGO & COMPANY/MN | 617,942 | +130,926 | $68.2M | +$16.5M | 26.9% |
| Gotham Asset Management, LLC | 536,775 | +132,258 | $59.2M | +$16.3M | 32.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 199,000 | +134,300 | $22.0M | +$15.1M | 207.6% |
| CITIGROUP INC | 453,693 | +112,362 | $50.1M | +$13.8M | 32.9% |
| Parallax Volatility Advisers, L.P. | 180,495 | +117,149 | $19.9M | +$13.2M | 184.9% |
| CIBC WORLD MARKET INC. | 189,876 | +111,727 | $21.0M | +$12.7M | 143.0% |
| DIMENSIONAL FUND ADVISORS LP | 2,300,365 | +21,050 | $253.9M | +$11.7M | 0.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,688,794 | +43,912 | $186.4M | +$11.6M | 2.7% |
| PointState Capital LP | 361,377 | +94,891 | $39.9M | +$11.6M | 35.6% |
| Brooklands Fund Management Ltd | 122,139 | +87,030 | $13.7M | +$10.0M | 247.9% |
| PICTON MAHONEY ASSET MANAGEMENT | 74,234 | +10,849 | $8.2M | +$8.2M | 17.1% |
| Amundi | 914,412 | +52,401 | $100.9M | +$8.1M | 6.1% |
| Oak Harvest Investment Services | 72,219 | +69,673 | $8.0M | +$7.7M | 2736.6% |
| RR Advisors, LLC | 69,068 | +5,068 | $7.6M | +$7.6M | 7.9% |
| Goehring & Rozencwajg Associates, LLC | 165,368 | +54,567 | $18.3M | +$6.5M | 49.2% |
| PATTON FUND MANAGEMENT, INC. | 59,997 | +57,906 | $6.6M | +$6.4M | 2769.3% |
| LMR Partners LLP | 75,486 | +56,737 | $8.3M | +$6.3M | 302.6% |
| TORONTO DOMINION BANK | 133,274 | +48,888 | $14.7M | +$5.7M | 57.9% |
| Caption Management, LLC | 104,200 | +50,000 | $11.5M | +$5.7M | 92.3% |
| National Pension Service | 335,950 | +39,309 | $37.1M | +$5.6M | 13.3% |
| FIRST TRUST ADVISORS LP | 369,576 | +37,325 | $40.8M | +$5.5M | 11.2% |
| Energy Income Partners, LLC | 101,384 | +46,963 | $11.2M | +$5.4M | 86.3% |
| MACKENZIE FINANCIAL CORP | 494,837 | +24,136 | $55.3M | +$5.3M | 5.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 560,722 | +31,218 | $61.6M | +$5.3M | 5.9% |
| Quantinno Capital Management LP | 91,513 | +45,861 | $10.1M | +$5.2M | 100.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,355 | +44,489 | $12.4M | +$5.2M | 65.5% |
| NEOS Investment Management LLC | 67,198 | +41,176 | $7.4M | +$4.7M | 158.2% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 239,607 | +34,132 | $26.4M | +$4.6M | 16.6% |
| NATIONAL BANK OF CANADA /FI/ | 113,129 | +36,750 | $12.5M | +$4.4M | 48.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | 257,311 | +29,386 | $28.4M | +$4.2M | 12.9% |
| JANUS HENDERSON GROUP PLC | 492,758 | +20,066 | $54.4M | +$4.2M | 4.2% |
| LONESTAR CAPITAL MANAGEMENT LLC | 75,000 | +35,000 | $8.3M | +$4.0M | 87.5% |
| TEMA ETFS LLC | 39,429 | +36,220 | $4.4M | +$4.0M | 1128.7% |
| LPL Financial LLC | 90,753 | +34,204 | $10.0M | +$4.0M | 60.5% |
| IFM Investors Pty Ltd | 62,379 | +24,563 | $6.9K | -$4.0M | 65.0% |
| CIBC Asset Management Inc | 85,124 | +34,123 | $9.4M | +$4.0M | 66.9% |
| SEI INVESTMENTS CO | 134,821 | +28,828 | $14.9M | +$3.6M | 27.2% |
| Stephens Investment Management Group LLC | 761,911 | +4,335 | $84.1M | +$3.6M | 0.6% |
| SCOTIA CAPITAL INC. | 56,547 | +31,239 | $6.2M | +$3.6M | 123.4% |
| Rakuten Investment Management, Inc. | 31,330 | +31,130 | $3.5M | +$3.5M | 15565.0% |
| Sagefield Capital LP | 733,110 | +2,440 | $80.9M | +$3.3M | 0.3% |
| Summit Financial, LLC | 96,246 | +27,037 | $10.6M | +$3.3M | 39.1% |
| Holowesko Partners Ltd. | 127,400 | +24,600 | $14.1M | +$3.1M | 23.9% |
| OSAIC HOLDINGS, INC. | 49,285 | +25,339 | $5.4M | +$3.0M | 105.8% |
| DNB Asset Management AS | 68,523 | +24,153 | $7.6M | +$2.8M | 54.4% |
| AlphaCore Capital LLC | 59,272 | +24,495 | $6.5M | +$2.8M | 70.4% |
| Twin Tree Management, LP | 85,900 | +23,000 | $9.5M | +$2.8M | 36.6% |
| Swiss National Bank | 652,556 | +900 | $72.0M | +$2.8M | 0.1% |
| KLP KAPITALFORVALTNING AS | 80,032 | +23,000 | $8.8M | +$2.8M | 40.3% |
| ROMANO BROTHERS AND COMPANY | 49,540 | +23,590 | $5.5M | +$2.7M | 90.9% |
| BOKF, NA | 132,758 | +19,801 | $14.7M | +$2.7M | 17.5% |
| Nuveen, LLC | 601,518 | +1,312 | $66.4M | +$2.6M | 0.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 283,455 | +11,803 | $31.3M | +$2.4M | 4.3% |
| Jefferies Financial Group Inc. | 102,617 | +18,785 | $11.3M | +$2.4M | 22.4% |
| BANK OF MONTREAL /CAN/ | 222,295 | +14,070 | $24.5M | +$2.4M | 6.8% |
| HighTower Advisors, LLC | 35,997 | +21,213 | $4.0M | +$2.4M | 143.5% |
| California Public Employees Retirement System | 416,920 | +6,293 | $46.0M | +$2.4M | 1.5% |
| SUSQUEHANNA ADVISORS GROUP, INC. | 26,433 | +20,849 | $2.9M | +$2.3M | 373.4% |
| SIERRA SUMMIT ADVISORS LLC | 77,230 | +15,904 | $8.5M | +$2.0M | 25.9% |
| RHUMBLINE ADVISERS | 416,637 | +2,540 | $46.0M | +$2.0M | 0.6% |
| Clearbridge Investments, LLC | 444,221 | +1,048 | $49.0M | +$1.9M | 0.2% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 95,243 | +14,558 | $10.5M | +$1.9M | 18.0% |
| ENVESTNET ASSET MANAGEMENT INC | 145,411 | +11,482 | $16.0M | +$1.8M | 8.6% |
| FRANKLIN RESOURCES INC | 77,406 | +13,408 | $8.5M | +$1.7M | 20.9% |
| PEAK6 LLC | 99,980 | +12,034 | $11.0M | +$1.7M | 13.7% |
| Union Bancaire Privee, UBP SA | 28,930 | +15,833 | $3.6M | +$1.7M | 120.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | 31,636 | +13,704 | $3.5M | +$1.6M | 76.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 248,458 | +3,244 | $27.6M | +$1.5M | 1.3% |
| CREDIT AGRICOLE S A | 80,588 | +11,069 | $8.9M | +$1.5M | 15.9% |
| State of Tennessee, Department of Treasury | 76,553 | +9,457 | $8.6M | +$1.5M | 14.1% |
| SIMPLEX TRADING, LLC | 11,929 | +6,441 | $1.3M | +$1.3M | 117.4% |
| AVIVA PLC | 184,038 | +5,239 | $20.3M | +$1.3M | 2.9% |
| Tejara Capital Ltd | 31,200 | +10,800 | $3.4M | +$1.3M | 52.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 60,655 | +9,304 | $6.7M | +$1.2M | 18.1% |
| TRUIST FINANCIAL CORP | 15,324 | +10,754 | $1.7M | +$1.2M | 235.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 42,153 | +9,660 | $4.7M | +$1.2M | 29.7% |
| Orion Porfolio Solutions, LLC | 34,999 | +9,929 | $3.9M | +$1.2M | 39.6% |
| Moran Wealth Management, LLC | 21,032 | +9,927 | $2.3M | +$1.1M | 89.4% |
| Woodline Partners LP | 40,635 | +9,163 | $4.5M | +$1.1M | 29.1% |
| ALLSTATE CORP | 18,371 | +9,921 | $2.0M | +$1.1M | 117.4% |
| Investment Management Corp of Ontario | 20,420 | +9,779 | $2.3M | +$1.1M | 91.9% |
| TD Waterhouse Canada Inc. | 13,610 | +10,013 | $1.5M | +$1.1M | 278.4% |
| Mariner, LLC | 43,958 | +8,524 | $4.9M | +$1.1M | 24.1% |
| CenterBook Partners LP | 24,610 | +8,782 | $2.7M | +$1.0M | 55.5% |
| Creative Planning | 51,554 | +7,488 | $5.7M | +$1.0M | 17.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 82,852 | +6,166 | $9.1M | +$996.4K | 8.0% |
| Mirae Asset Global Investments Co., Ltd. | 39,781 | +7,158 | $4.4M | +$924.4K | 21.9% |
| Tidal Investments LLC | 21,098 | +7,499 | $2.3M | +$883.6K | 55.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 93,305 | +4,232 | $10.3M | +$834.0K | 4.8% |
| MGO ONE SEVEN LLC | 11,157 | +7,275 | $1.2M | +$818.9K | 187.4% |
| Hodges Capital Management Inc. | 115,082 | +3,201 | $12.7M | +$814.1K | 2.9% |
| Aventail Capital Group, LP | 50,699 | +5,228 | $5.6M | +$764.3K | 11.5% |
| Merit Financial Group, LLC | 22,177 | +6,329 | $2.4M | +$763.8K | 39.9% |
| STRS OHIO | 180,247 | +193 | $19.9M | +$763.1K | 0.1% |
| State of New Jersey Common Pension Fund D | 81,395 | +3,759 | $9.0M | +$734.7K | 4.8% |
| GABELLI FUNDS LLC | 73,674 | +4,020 | $8.1M | +$730.6K | 5.8% |
| Interval Partners, LP | 32,840 | +5,433 | $3.6M | +$712.5K | 19.8% |
| M&T Bank Corp | 10,699 | +6,284 | $1.2M | +$711.8K | 142.3% |
| Encompass More Asset Management | 9,023 | +6,066 | $995.8K | +$681.6K | 205.1% |
| Avior Wealth Management, LLC | 8,716 | +5,957 | $961.9K | +$668.8K | 215.9% |
| Focus Partners Wealth | 119,945 | +5,333 | $12.8M | +$658.6K | 4.7% |
| Cerity Partners LLC | 28,504 | +4,849 | $3.1M | +$632.7K | 20.5% |
| PNC Financial Services Group, Inc. | 15,415 | +5,137 | $1.7M | +$609.3K | 50.0% |
| Pictet Asset Management Holding SA | 86,365 | +2,344 | $9.5M | +$601.7K | 2.8% |
| BRANDES INVESTMENT PARTNERS, LP | 23,127 | +4,418 | $2.6M | +$564.7K | 23.6% |
| TCW GROUP INC | 20,477 | +4,472 | $2.3M | +$559.5K | 27.9% |
| TOTH FINANCIAL ADVISORY CORP | 6,171 | +5,021 | $681.0K | +$558.9K | 436.6% |
| Rockefeller Capital Management L.P. | 17,432 | +4,293 | $1.9M | +$527.9K | 32.7% |
| Ausbil Investment Management Ltd | 5,200 | +4,700 | $573.9K | +$519.3K | 940.0% |
| State of Wyoming | 7,260 | +4,590 | $801.2K | +$517.6K | 171.9% |
| MFG WEALTH MANAGEMENT, INC. | 20,973 | +4,051 | $2.3M | +$516.8K | 23.9% |
| QUATTRO FINANCIAL ADVISORS LLC | 11,158 | +4,386 | $1.2M | +$511.9K | 64.8% |
| Czech National Bank | 62,797 | +2,313 | $6.9M | +$504.5K | 3.8% |
| Resona Asset Management Co.,Ltd. | 104,407 | +542 | $11.5M | +$499.2K | 0.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 22,855 | +3,802 | $2.5M | +$498.1K | 19.9% |
| NewEdge Advisors, LLC | 4,496 | +4,480 | $496.1K | +$494.4K | 28000.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 31,807 | +3,215 | $3.5M | +$472.6K | 11.2% |
| STIFEL FINANCIAL CORP | 77,829 | +1,083 | $8.6M | +$435.8K | 1.4% |
| XPONANCE, INC. | 32,163 | +2,777 | $3.5M | +$427.5K | 9.4% |
| Cetera Investment Advisers | 36,413 | +2,563 | $4.0M | +$422.3K | 7.6% |
| Bridgewater Associates, LP | 13,926 | +3,238 | $1.5M | +$401.4K | 30.3% |
| Callan Family Office, LLC | 7,606 | +3,384 | $839.4K | +$390.9K | 80.2% |
| DC Investments Management, LLC | 45,663 | +1,902 | $5.0M | +$390.2K | 4.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,867 | +2,474 | $3.4M | +$390.0K | 8.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,109 | +4,420 | $2.6M | +$387.5K | 21.4% |
| FIFTH THIRD BANCORP | 10,251 | +3,171 | $1.1M | +$379.1K | 44.8% |
| Brevan Howard Capital Management LP | 7,464 | +3,254 | $823.7K | +$376.5K | 77.3% |
| Fifth Third Wealth Advisors LLC | 11,060 | +3,060 | $1.2M | +$370.7K | 38.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 4,806 | +2,836 | $530.4K | +$321.1K | 143.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 30,210 | +1,782 | $3.3M | +$313.8K | 6.3% |
| CAPTRUST FINANCIAL ADVISORS | 29,312 | +1,816 | $3.2M | +$313.7K | 6.6% |
| ProShare Advisors LLC | 63,676 | +456 | $7.0M | +$310.8K | 0.7% |
| Mediolanum International Funds Ltd | 8,525 | +2,454 | $955.0K | +$306.5K | 40.4% |
| Murphy Pohlad Asset Management LLC | 23,321 | +1,970 | $2.6M | +$305.4K | 9.2% |
| Norinchukin Bank, The | 20,029 | +1,957 | $2.2M | +$290.4K | 10.8% |
| Canada Post Corp Registered Pension Plan | 6,010 | +2,510 | $663.3K | +$289.4K | 71.7% |
| MML INVESTORS SERVICES, LLC | 7,512 | +2,419 | $829.1K | +$288.0K | 47.5% |
| Crossmark Global Holdings, Inc. | 4,346 | +2,451 | $479.7K | +$278.4K | 129.3% |
| Guardian Partners Inc. | 15,450 | +2,600 | $1.7M | +$277.7K | 20.2% |
| apricus wealth, LLC | 38,880 | +975 | $4.3M | +$263.8K | 2.6% |
| &PARTNERS | 5,577 | +2,251 | $615.5K | +$262.2K | 67.7% |
| NORDEA INVESTMENT MANAGEMENT AB | 22,127 | +1,852 | $2.4M | +$256.7K | 9.1% |
| FIRST AMERICAN BANK | 36,283 | +1,004 | $4.0M | +$256.2K | 2.8% |
| Lombard Odier Asset Management (USA) Corp | 21,509 | +1,550 | $2.4M | +$253.3K | 7.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12,831 | +1,859 | $1.4M | +$250.4K | 16.9% |
| PRINCIPAL SECURITIES, INC. | 3,191 | +2,182 | $352.2K | +$245.0K | 216.3% |
| TWO SIGMA SECURITIES, LLC | 14,233 | +1,688 | $1.6M | +$238.0K | 13.4% |
| D.A. DAVIDSON & CO. | 7,763 | +1,923 | $856.2K | +$235.7K | 32.9% |
| Horizon Investments, LLC | 30,119 | +1,023 | $3.3M | +$232.8K | 3.5% |
| Vanguard Personalized Indexing Management, LLC | 14,608 | +1,612 | $1.6M | +$228.0K | 12.4% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 9,714 | +1,769 | $1.1M | +$228.0K | 22.3% |
| Pekin Hardy Strauss, Inc. | 6,842 | +1,817 | $755.1K | +$221.2K | 36.1% |
| Glenorchy Capital Ltd | 24,248 | +1,135 | $2.7M | +$220.5K | 4.9% |
| CI INVESTMENTS INC. | 1,943 | +1,085 | $214.4K | +$214.3K | 126.5% |
| NORDEN GROUP LLC | 4,304 | +1,811 | $475.0K | +$210.2K | 72.6% |
| Utah Retirement Systems | 36,710 | +447 | $4.1M | +$198.7K | 1.2% |
| NISA INVESTMENT ADVISORS, LLC | 14,557 | +1,306 | $1.6M | +$198.7K | 9.8% |
| AAFMAA Wealth Management & Trust LLC | 10,609 | +1,439 | $1.2M | +$196.6K | 15.7% |
| Clearstead Advisors, LLC | 2,499 | +1,672 | $275.8K | +$187.9K | 202.2% |
| Tower Research Capital LLC (TRC) | 4,705 | +1,572 | $519.2K | +$186.4K | 50.2% |
| US BANCORP \DE\ | 15,427 | +1,143 | $1.7M | +$185.0K | 8.0% |
| Ethic Inc. | 5,572 | +1,495 | $614.9K | +$181.8K | 36.7% |
| GAMMA Investing LLC | 4,295 | +1,525 | $474.0K | +$179.7K | 55.0% |
| Steward Partners Investment Advisory, LLC | 21,021 | +871 | $2.3M | +$179.1K | 4.3% |
| Advisory Services Network, LLC | 4,527 | +1,498 | $499.7K | +$177.8K | 49.5% |
| BROWN BROTHERS HARRIMAN & CO | 2,074 | +1,583 | $228.9K | +$176.7K | 322.4% |
| Kestra Advisory Services, LLC | 6,250 | +1,396 | $689.8K | +$174.1K | 28.8% |
| STEPHENS INC /AR/ | 13,819 | +1,054 | $1.5M | +$168.9K | 8.3% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 32,740 | +315 | $3.6M | +$168.4K | 1.0% |
| Wealthfront Advisers LLC | 3,284 | +1,245 | $362.4K | +$145.8K | 61.0% |
| Farther Finance Advisors, LLC | 4,445 | +1,173 | $490.5K | +$143.0K | 35.8% |
| Sequoia Financial Advisors, LLC | 3,362 | +1,186 | $371.1K | +$139.8K | 54.5% |
| QRG CAPITAL MANAGEMENT, INC. | 7,680 | +976 | $847.6K | +$135.3K | 14.6% |
| Clear Harbor Asset Management, LLC | 15,839 | +629 | $1.7M | +$132.1K | 4.1% |
| Mattson Financial Services, LLC | 3,255 | +1,093 | $359.2K | +$129.5K | 50.5% |
| UHLMANN PRICE SECURITIES, LLC | 19,556 | +456 | $2.2M | +$129.3K | 2.4% |
| Vident Advisory, LLC | 14,990 | +602 | $1.7M | +$125.7K | 4.2% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 3,362 | +1,000 | $371.0K | +$120.1K | 42.3% |
| NBC SECURITIES, INC. | 11,057 | +694 | $1.2M | +$119.2K | 6.7% |
| Atria Investments, Inc | 4,173 | +947 | $460.5K | +$117.8K | 29.4% |
| McGowan Group Asset Management, Inc. | 24,073 | +105 | $2.7M | +$110.4K | 0.4% |
| Geneos Wealth Management Inc. | 1,734 | +942 | $191.4K | +$107.2K | 118.9% |
| Pallas Capital Advisors LLC | 4,245 | +841 | $468.5K | +$106.8K | 24.7% |
| WESTWOOD HOLDINGS GROUP INC | 5,559 | +781 | $613.5K | +$105.5K | 16.3% |
| Federation des caisses Desjardins du Quebec | 8,971 | +629 | $990.0K | +$103.8K | 7.5% |
| Stone House Investment Management, LLC | 1,440 | +829 | $158.9K | +$94.0K | 135.7% |
| Douglass Winthrop Advisors, LLC | 2,750 | +750 | $303.5K | +$91.0K | 37.5% |
| MARATHON CAPITAL MANAGEMENT | 11,911 | +392 | $1.3M | +$90.7K | 3.4% |
| Orca Wealth Management, LLC | 19,644 | +615 | $2.1M | +$90.1K | 3.2% |
| Simmons Bank | 4,130 | +685 | $455.8K | +$89.8K | 19.9% |
| Gradient Investments LLC | 17,498 | +158 | $1.9M | +$88.9K | 0.9% |
| SBI Securities Co., Ltd. | 1,695 | +770 | $187.1K | +$88.8K | 83.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 9,797 | +454 | $1.1M | +$88.6K | 4.8% |
| Maryland State Retirement & Pension System | 11,182 | +400 | $1.2M | +$88.6K | 3.7% |
| Sunbelt Securities, Inc. | 869 | +768 | $95.9K | +$85.2K | 760.4% |
| OneDigital Investment Advisors LLC | 2,847 | +663 | $314.1K | +$82.1K | 30.4% |
| Baldwin Investment Management, LLC | 7,583 | +465 | $836.9K | +$80.6K | 6.5% |
| CWA Asset Management Group, LLC | 6,136 | +518 | $677.2K | +$80.3K | 9.2% |
| U.S. Capital Wealth Advisors, LLC | 4,012 | +579 | $442.8K | +$78.0K | 16.9% |
| RITHOLTZ WEALTH MANAGEMENT | 2,919 | +597 | $322.1K | +$75.5K | 25.7% |
| Stanley-Laman Group, Ltd. | 17,726 | +20 | $2.0M | +$75.2K | 0.1% |
| Chesley Taft & Associates LLC | 3,182 | +523 | $351.2K | +$68.7K | 19.7% |
| ROTHSCHILD INVESTMENT LLC | 2,399 | +531 | $264.8K | +$66.3K | 28.4% |
| Pathstone Holdings, LLC | 14,599 | +33 | $1.6M | +$63.7K | 0.2% |
| Bridgewater Advisors Inc. | 5,894 | +223 | $445.5K | -$63.5K | 3.9% |
| Solstein Capital, LLC | 1,708 | +494 | $188.5K | +$59.5K | 40.7% |
| Global Retirement Partners, LLC | 1,289 | +506 | $142.3K | +$59.1K | 64.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 4,856 | +348 | $535.9K | +$57.0K | 7.7% |
| GREENLEAF TRUST | 3,603 | +389 | $397.6K | +$56.2K | 12.1% |
| CLOVERFIELDS CAPITAL GROUP, LP | 13,219 | +2 | $1.5M | +$54.7K | 0.0% |
| Philip James Wealth Mangement, LLC | 4,846 | +317 | $534.8K | +$53.7K | 7.0% |
| First Eagle Investment Management, LLC | 9,109 | +135 | $1.0M | +$51.9K | 1.5% |
| Deseret Mutual Benefit Administrators | 1,634 | +422 | $180.3K | +$51.6K | 34.8% |
| Archer Investment Corp | 1,790 | +415 | $197.5K | +$51.5K | 30.2% |
| ORG Wealth Partners, LLC | 1,572 | +389 | $173.5K | +$47.8K | 32.9% |
| Verdence Capital Advisors LLC | 4,662 | +166 | $514.5K | +$47.4K | 3.7% |
| TRANSCEND CAPITAL ADVISORS, LLC | 3,244 | +296 | $358.0K | +$44.8K | 10.0% |
| Envestnet Portfolio Solutions, Inc. | 5,232 | +209 | $577.4K | +$43.8K | 4.2% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8,979 | +12 | $943.8K | +$40.8K | 0.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 7,609 | +19 | $839.7K | +$33.4K | 0.3% |
| Transamerica Financial Advisors, LLC | 319 | +271 | $35.2K | +$30.1K | 564.6% |
| Icon Wealth Advisors, LLC | 6,381 | +36 | $704.2K | +$30.1K | 0.6% |
| NEW WAVE WEALTH ADVISORS LLC | 4,308 | +115 | $475.4K | +$30.0K | 2.7% |
| Abound Wealth Management | 297 | +267 | $32.8K | +$29.6K | 890.0% |
| Oxbow Advisors, LLC | 4,008 | +91 | $442.3K | +$26.2K | 2.3% |
| Perigon Wealth Management, LLC | 3,232 | +97 | $356.7K | +$23.6K | 3.1% |
| EverSource Wealth Advisors, LLC | 2,590 | +111 | $285.8K | +$22.5K | 4.5% |
| Rakuten Securities, Inc. | 248 | +193 | $27.4K | +$21.5K | 350.9% |
| Intellectus Partners, LLC | 5,081 | +2 | $560.7K | +$21.1K | 0.0% |
| Allspring Global Investments Holdings, LLC | 10,206 | +126 | $1.1M | +$19.8K | 1.3% |
| HB Wealth Management, LLC | 4,293 | +19 | $473.8K | +$19.6K | 0.4% |
| Larson Financial Group LLC | 1,282 | +135 | $141.4K | +$19.5K | 11.8% |
| Cullen/Frost Bankers, Inc. | 3,021 | +66 | $333.4K | +$19.4K | 2.2% |
| Parallel Advisors, LLC | 1,752 | +115 | $193.4K | +$19.4K | 7.0% |
| Inspire Investing, LLC | 2,944 | +66 | $324.9K | +$19.1K | 2.3% |
| waypoint wealth counsel | 2,428 | +86 | $268.0K | +$19.1K | 3.7% |
| Moors & Cabot, Inc. | 2,204 | +80 | $243.2K | +$17.6K | 3.8% |
| ASSETMARK, INC | 414 | +146 | $45.7K | +$17.2K | 54.5% |
| Pinnacle Wealth Planning Services, Inc. | 2,020 | +83 | $222.9K | +$17.1K | 4.3% |
| Siemens Fonds Invest GmbH | 1,456 | +73 | $163.1K | +$16.2K | 5.3% |
| NorthCrest Asset Manangement, LLC | 3,159 | +211 | $337.4K | +$16.1K | 7.2% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 2,449 | +215 | $258.2K | +$15.4K | 9.6% |
| SG Americas Securities, LLC | 168,632 | +132,267 | $18.6K | +$14.7K | 363.7% |
| Wedmont Private Capital | 5,906 | +261 | $630.0K | +$14.6K | 4.6% |
| Smartleaf Asset Management LLC | 543 | +110 | $60.8K | +$14.6K | 25.4% |
| Root Financial Partners, LLC | 561 | +115 | $61.9K | +$14.5K | 25.8% |
| FIRST CITIZENS BANK & TRUST CO | 3,104 | +15 | $342.6K | +$14.4K | 0.5% |
| SIGNATUREFD, LLC | 1,579 | +72 | $174.3K | +$14.2K | 4.8% |
| THOMPSON SIEGEL & WALMSLEY LLC | 372,892 | +118,542 | $41.2K | +$14.1K | 46.6% |
| Meeder Advisory Services, Inc. | 2,340 | +25 | $258.2K | +$12.3K | 1.1% |
| Murphy & Mullick Capital Management Corp | 200 | +100 | $22.1K | +$12.0K | 100.0% |
| Atlantic Union Bankshares Corp | 234 | +100 | $25.8K | +$11.6K | 74.6% |
| MassMutual Private Wealth & Trust, FSB | 903 | +72 | $99.7K | +$11.4K | 8.7% |
| Prestige Wealth Management Group LLC | 130 | +101 | $14.2K | +$11.1K | 348.3% |
| UMB Bank, n.a. | 179 | +97 | $19.8K | +$11.0K | 118.3% |
| Uncommon Cents Investing LLC | 1,970 | +25 | $217.4K | +$10.8K | 1.3% |
| Quent Capital, LLC | 261 | +90 | $28.8K | +$10.6K | 52.6% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,394 | +2 | $264.2K | +$10.1K | 0.1% |
| Pinnacle Holdings, LLC | 339 | +78 | $37.4K | +$9.7K | 29.9% |
| Modera Wealth Management, LLC | 2,013 | +8 | $222.2K | +$9.1K | 0.4% |
| Blue Trust, Inc. | 1,808 | +12 | $199.5K | +$8.7K | 0.7% |
| MAI Capital Management | 654 | +54 | $72.2K | +$8.5K | 9.0% |
| Amplify Investments, LLC | 306 | +54 | $35.2K | +$8.4K | 21.4% |
| Versant Capital Management, Inc | 204 | +69 | $22.5K | +$8.2K | 51.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 145 | +70 | $16.0K | +$8.0K | 93.3% |
| CYBER HORNET ETFs LLC | 660 | +40 | $72.8K | +$7.0K | 6.5% |
| WPG Advisers, LLC | 63 | +59 | $7.0K | +$6.5K | 1475.0% |
| ORG Partners LLC | 116 | +50 | $12.8K | +$5.8K | 75.8% |
| PRIVATE TRUST CO NA | 175 | +45 | $19.3K | +$5.5K | 34.6% |
| JFS WEALTH ADVISORS, LLC | 163 | +37 | $18.0K | +$4.6K | 29.4% |
| ELEVATION WEALTH PARTNERS, LLC | 55 | +40 | $6.1K | +$4.5K | 266.7% |
| SJS Investment Consulting Inc. | 54 | +36 | $6.0K | +$4.0K | 200.0% |
| Spire Wealth Management | 128 | +29 | $14.1K | +$3.6K | 29.3% |
| Dogwood Wealth Management LLC | 64 | +31 | $7.1K | +$3.6K | 93.9% |
| Caitlin John, LLC | 723 | +4 | $79.8K | +$3.3K | 0.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,787 | +22,968 | $3.6K | +$2.6K | 233.9% |
| Cromwell Holdings LLC | 34 | +22 | $3.8K | +$2.5K | 183.3% |
| NATIXIS ADVISORS, LLC | 366,330 | +6,261 | $40.4K | +$2.2K | 1.7% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 91 | +14 | $10.0K | +$1.9K | 18.2% |
| True Wealth Design, LLC | 174 | +9 | $19.2K | +$1.7K | 5.5% |
| Bell Investment Advisors, Inc | 173 | +7 | $19.1K | +$1.5K | 4.2% |
| Pinnacle Bancorp, Inc. | 41 | +11 | $4.5K | +$1.3K | 36.7% |
| Anchor Investment Management, LLC | 166 | +6 | $18.3K | +$1.3K | 3.8% |
| CoreCap Advisors, LLC | 25 | +11 | $2.8K | +$1.3K | 78.6% |
| Retirement Wealth Solutions LLC | 34 | +10 | $3.8K | +$1.2K | 41.7% |
| HARBOUR INVESTMENTS, INC. | 144 | +5 | $15.9K | +$1.1K | 3.6% |
| Rialto Wealth Management, LLC | 15 | +10 | $1.7K | +$1.1K | 200.0% |
| WHITTIER TRUST CO OF NEVADA INC | 57 | +11 | $6.0K | +$1.1K | 23.9% |
| Bay Harbor Wealth Management, LLC | 23 | +7 | $2.5K | +$839 | 43.8% |
| CWM, LLC | 42,019 | +5,792 | $4.6K | +$788 | 16.0% |
| VISION FINANCIAL MARKETS LLC | 154 | +1 | $16.9K | +$706 | 0.7% |
| HFM Investment Advisors, LLC | 7 | +3 | $773 | +$348 | 75.0% |
| Janney Montgomery Scott LLC | 20,125 | +1,016 | $2.2K | +$191 | 5.3% |
| Triumph Capital Management | 4 | +1 | $441 | +$122 | 33.3% |
| Cambridge Investment Research Advisors, Inc. | 14,168 | +3 | $1.6K | +$59 | 0.0% |
| X-Square Capital, LLC | 7,763 | +206 | $857 | +$54 | 2.7% |
| Hughes Financial Services, LLC | 14 | +1 | $1.5K | +$52 | 7.7% |
| HANTZ FINANCIAL SERVICES, INC. | 617 | +425 | $68 | +$48 | 221.3% |
| CX Institutional | 877 | +392 | $97 | +$45 | 80.8% |
| PARK AVENUE SECURITIES LLC | 2,213 | +292 | $244 | +$40 | 15.2% |
| BESSEMER GROUP INC | 728 | +301 | $80 | +$34 | 70.5% |
| CIGNA INVESTMENTS INC /NEW | 2,191 | +28 | $242 | +$12 | 1.3% |
| Capital Advisors, Ltd. LLC | 82 | +40 | $9 | +$5 | 95.2% |
| Avion Wealth | 14 | +5 | $1 | +$1 | 55.5% |