13F QoQ Ownership Changes
EXEL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 131 new · 229 added · 312 reduced · 78 exited
New Positions(131)
Added To(229)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FARALLON CAPITAL MANAGEMENT LLC | 35,211,000 | +15,709,500 | $1.49B | +$688.5M | 80.5% |
| AQR CAPITAL MANAGEMENT LLC | 13,658,388 | +4,477,029 | $598.6M | +$219.5M | 48.8% |
| BlackRock, Inc. | 30,201,862 | +834,903 | $1.32B | +$110.9M | 2.8% |
| D. E. Shaw & Co., Inc. | 1,860,005 | +1,634,571 | $81.5M | +$72.2M | 725.1% |
| UBS Group AG | 3,722,334 | +1,067,265 | $163.1M | +$53.5M | 40.2% |
| MORGAN STANLEY | 4,206,656 | +995,949 | $184.4M | +$51.8M | 31.0% |
| GOLDMAN SACHS GROUP INC | 2,115,456 | +1,113,916 | $92.7M | +$51.4M | 111.2% |
| SEI INVESTMENTS CO | 1,783,389 | +915,301 | $78.2M | +$42.3M | 105.4% |
| Capital Impact Advisors, LLC | 1,094,466 | +892,161 | $48.0M | +$39.6M | 441.0% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 960,768 | +644,495 | $42.1M | +$29.0M | 203.8% |
| BNP PARIBAS FINANCIAL MARKETS | 1,117,936 | +495,247 | $49.0M | +$23.3M | 79.5% |
| FMR LLC | 2,159,603 | +374,190 | $94.7M | +$20.9M | 20.9% |
| Invesco Ltd. | 6,054,743 | +94,218 | $265.4M | +$19.2M | 1.6% |
| Nuveen, LLC | 2,431,483 | +271,547 | $106.6M | +$17.4M | 12.6% |
| Squarepoint Ops LLC | 408,425 | +390,725 | $17.9M | +$17.2M | 2207.5% |
| Robeco Institutional Asset Management B.V. | 1,289,291 | +309,046 | $56.5M | +$16.0M | 31.5% |
| IEQ CAPITAL, LLC | 713,624 | +330,856 | $31.3M | +$15.5M | 86.4% |
| JANUS HENDERSON GROUP PLC | 633,844 | +319,844 | $27.8M | +$14.8M | 101.9% |
| DIMENSIONAL FUND ADVISORS LP | 4,259,677 | +78,765 | $186.7M | +$14.0M | 1.9% |
| ASSETMARK, INC | 3,330,771 | +134,800 | $146.0M | +$14.0M | 4.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,277,258 | +9,317 | $231.3M | +$13.7M | 0.2% |
| Livforsakringsbolaget Skandia, Omsesidigt | 291,350 | +188,700 | $19.6M | +$13.6M | 183.8% |
| Allspring Global Investments Holdings, LLC | 1,383,820 | +216,048 | $60.3M | +$12.2M | 18.5% |
| Man Group plc | 629,407 | +251,577 | $27.6M | +$12.0M | 66.6% |
| Jefferies Financial Group Inc. | 343,533 | +245,909 | $15.1M | +$11.0M | 251.9% |
| TWO SIGMA INVESTMENTS, LP | 273,791 | +234,482 | $12.0M | +$10.4M | 596.5% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 446,000 | +202,000 | $19.5M | +$9.5M | 82.8% |
| FIRST TRUST ADVISORS LP | 1,564,848 | +127,871 | $68.6M | +$9.2M | 8.9% |
| TWO SIGMA ADVISERS, LP | 222,690 | +198,190 | $9.8M | +$8.7M | 808.9% |
| Mariner, LLC | 267,697 | +189,414 | $11.7M | +$8.5M | 242.0% |
| AMERIPRISE FINANCIAL INC | 814,644 | +154,839 | $35.7M | +$8.5M | 23.5% |
| Cerity Partners LLC | 349,216 | +167,102 | $15.3M | +$7.8M | 91.8% |
| Stephens Investment Management Group LLC | 2,539,421 | +28,265 | $111.3M | +$7.6M | 1.1% |
| CAPITAL FUND MANAGEMENT S.A. | 678,792 | +130,689 | $29.8M | +$7.1M | 23.8% |
| Pictet Asset Management Holding SA | 486,022 | +113,623 | $22.0M | +$6.9M | 30.5% |
| Trexquant Investment LP | 218,400 | +149,560 | $9.6M | +$6.7M | 217.3% |
| Amundi | 155,746 | +142,244 | $6.8M | +$6.3M | 1053.5% |
| Bridgewater Associates, LP | 925,712 | +82,747 | $40.6M | +$5.8M | 9.8% |
| NISA INVESTMENT ADVISORS, LLC | 140,446 | +122,720 | $6.2M | +$5.4M | 692.3% |
| Caligan Partners LP | 1,553,262 | +27,532 | $68.1M | +$5.1M | 1.8% |
| Creative Planning | 219,272 | +108,749 | $9.6M | +$5.0M | 98.4% |
| Edgestream Partners, L.P. | 144,099 | +112,106 | $6.3M | +$5.0M | 350.4% |
| Fisher Asset Management, LLC | 153,724 | +106,912 | $6.7M | +$4.8M | 228.4% |
| JANE STREET GROUP, LLC | 617,052 | +75,307 | $27.0M | +$4.7M | 13.9% |
| Walleye Capital LLC | 190,443 | +101,410 | $8.3M | +$4.7M | 113.9% |
| FRANKLIN RESOURCES INC | 1,320,494 | +24,810 | $57.9M | +$4.4M | 1.9% |
| Brandywine Global Investment Management, LLC | 376,229 | +66,034 | $16.5M | +$3.7M | 21.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 187,154 | +71,987 | $8.2M | +$3.7M | 62.5% |
| WELLS FARGO & COMPANY/MN | 674,441 | +44,089 | $29.6M | +$3.5M | 7.0% |
| Horizon Investments, LLC | 132,744 | +76,363 | $5.8M | +$3.5M | 135.4% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 188,856 | +72,485 | $8.3M | +$3.5M | 62.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 143,780 | +74,360 | $6.3M | +$3.4M | 107.1% |
| Susquehanna Portfolio Strategies, LLC | 195,777 | +70,491 | $8.6M | +$3.4M | 56.3% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1,131,018 | +142,886 | $44.0M | +$3.2M | 14.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25,040 | +24,211 | $3.2M | +$3.2M | 2920.5% |
| SAWGRASS ASSET MANAGEMENT LLC | 300,564 | +54,178 | $13.2M | +$3.0M | 22.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 530,120 | +33,329 | $23.2M | +$2.7M | 6.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 68,458 | +56,609 | $3.0M | +$2.5M | 477.8% |
| OMERS ADMINISTRATION Corp | 69,562 | +50,926 | $3.0M | +$2.3M | 273.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 577,900 | +19,000 | $25.3M | +$2.2M | 3.4% |
| LAZARD ASSET MANAGEMENT LLC | 323,499 | +26,064 | $14.2M | +$1.9M | 8.8% |
| Driehaus Capital Management LLC | 337,339 | +20,258 | $14.8M | +$1.7M | 6.4% |
| VIRTUS ADVISERS, LLC | 52,000 | +39,000 | $2.2M | +$1.6M | 300.0% |
| Clark Capital Management Group, Inc. | 311,082 | +19,465 | $13.6M | +$1.6M | 6.7% |
| Voya Investment Management LLC | 202,579 | +22,484 | $8.9M | +$1.4M | 12.5% |
| NEOS Investment Management LLC | 88,708 | +29,449 | $3.9M | +$1.4M | 49.7% |
| Quantinno Capital Management LP | 80,094 | +29,974 | $3.5M | +$1.4M | 59.8% |
| CIBC WORLD MARKET INC. | 38,904 | +31,985 | $1.7M | +$1.4M | 462.3% |
| TEMA ETFS LLC | 87,398 | +28,139 | $3.8M | +$1.4M | 47.5% |
| Swiss National Bank | 504,300 | +1,900 | $22.1M | +$1.4M | 0.4% |
| Verition Fund Management LLC | 45,551 | +27,627 | $2.0M | +$1.3M | 154.1% |
| WESBANCO BANK INC | 55,034 | +27,000 | $2.4M | +$1.3M | 96.3% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 474,133 | +1,313 | $20.8M | +$1.3M | 0.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,590 | +27,739 | $1.8M | +$1.2M | 215.8% |
| CAPTRUST FINANCIAL ADVISORS | 99,099 | +23,806 | $4.3M | +$1.2M | 31.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,344 | +21,688 | $4.2M | +$1.1M | 29.4% |
| Thrive Capital Management, LLC | 80,832 | +19,155 | $3.5M | +$995.6K | 31.1% |
| Merit Financial Group, LLC | 86,956 | +17,615 | $3.8M | +$947.5K | 25.4% |
| SEIZERT CAPITAL PARTNERS, LLC | 293,943 | +2,081 | $12.9M | +$829.6K | 0.7% |
| Pallas Capital Advisors LLC | 48,264 | +14,405 | $2.1M | +$717.0K | 42.5% |
| Polymer Capital Management (US) LLC | 23,228 | +15,242 | $1.0M | +$688.3K | 190.8% |
| Buck Wealth Strategies, LLC | 36,005 | +13,652 | $1.6M | +$654.9K | 61.1% |
| MML INVESTORS SERVICES, LLC | 54,332 | +12,125 | $2.4M | +$638.2K | 28.7% |
| Sivia Capital Partners, LLC | 27,811 | +13,598 | $1.2M | +$632.0K | 95.7% |
| NorthCrest Asset Manangement, LLC | 38,444 | +12,969 | $1.6M | +$620.5K | 50.9% |
| Westover Capital Advisors, LLC | 86,427 | +9,392 | $3.8M | +$606.5K | 12.2% |
| Riverwater Partners LLC | 60,628 | +10,542 | $2.7M | +$588.8K | 21.0% |
| CAPITAL MANAGEMENT CORP /VA | 184,965 | +2,415 | $8.1M | +$567.7K | 1.3% |
| NewEdge Advisors, LLC | 37,688 | +11,337 | $1.7M | +$563.6K | 43.0% |
| Krilogy Financial LLC | 30,902 | +10,338 | $1.3M | +$517.5K | 50.3% |
| Vident Advisory, LLC | 153,901 | +3,085 | $6.7M | +$516.8K | 2.0% |
| Mezzasalma Advisors, LLC | 71,744 | +7,803 | $3.1M | +$485.8K | 12.2% |
| NAVELLIER & ASSOCIATES INC | 173,391 | +1,077 | $7.6M | +$483.2K | 0.6% |
| Focus Partners Advisor Solutions, LLC | 46,687 | +8,556 | $2.0M | +$468.5K | 22.4% |
| Financiere des Professionnels - Fonds d,investissement inc. | 28,816 | +9,439 | $1.3M | +$462.7K | 48.7% |
| Sequoia Financial Advisors, LLC | 17,355 | +9,974 | $760.7K | +$455.8K | 135.1% |
| L2 Asset Management, LLC | 86,666 | +5,208 | $3.8M | +$434.4K | 6.4% |
| PROFUND ADVISORS LLC | 57,050 | +6,739 | $2.5M | +$422.7K | 13.4% |
| Integrated Wealth Concepts LLC | 19,974 | +8,800 | $875.5K | +$414.0K | 78.8% |
| Peak Retirement Planning, Inc. | 62,506 | +6,031 | $2.7M | +$407.2K | 10.7% |
| Concurrent Investment Advisors, LLC | 31,421 | +7,512 | $1.4M | +$389.8K | 31.4% |
| PICTON MAHONEY ASSET MANAGEMENT | 8,795 | +8,752 | $385.5K | +$385.5K | 20353.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 33,212 | +7,093 | $1.5M | +$377.0K | 27.1% |
| KLP KAPITALFORVALTNING AS | 95,100 | +2,800 | $4.2M | +$356.2K | 3.0% |
| CreativeOne Wealth, LLC | 38,051 | +5,949 | $1.7M | +$342.0K | 18.5% |
| Chicago Partners Investment Group LLC | 15,762 | +6,795 | $697.8K | +$338.4K | 75.8% |
| MACKENZIE FINANCIAL CORP | 43,685 | +5,290 | $1.9M | +$334.4K | 13.8% |
| ALLIUM FINANCIAL ADVISORS, LLC | 13,232 | +6,866 | $581.6K | +$318.7K | 107.8% |
| AlphaQuest LLC | 11,980 | +6,859 | $525.1K | +$313.6K | 133.9% |
| Cambria Investment Management, L.P. | 26,911 | +6,465 | $1.2M | +$301.8K | 31.6% |
| Virtus Investment Advisers, LLC | 16,716 | +6,079 | $732.7K | +$293.4K | 57.1% |
| Clearstead Advisors, LLC | 9,619 | +6,371 | $421.6K | +$287.5K | 196.2% |
| Vinva Investment Management Ltd | 25,633 | +2,669 | $1.7M | +$268.0K | 11.6% |
| HB Wealth Management, LLC | 29,299 | +4,669 | $1.3M | +$267.0K | 18.9% |
| Parcion Private Wealth LLC | 12,716 | +5,658 | $557.3K | +$265.8K | 80.2% |
| TRUIST FINANCIAL CORP | 30,476 | +4,553 | $1.3M | +$265.2K | 17.6% |
| Perigon Wealth Management, LLC | 11,792 | +5,694 | $516.8K | +$265.0K | 93.4% |
| NWAM LLC | 12,276 | +6,210 | $480.4K | +$261.6K | 102.4% |
| DENALI ADVISORS LLC | 16,222 | +5,300 | $711.0K | +$259.9K | 48.5% |
| Inspire Advisors, LLC | 20,013 | +4,989 | $877.2K | +$256.7K | 33.2% |
| M&T Bank Corp | 12,649 | +5,393 | $554.5K | +$255.5K | 74.3% |
| Lifestyle Asset Management, Inc. | 41,438 | +3,630 | $1.8M | +$254.7K | 9.6% |
| Waverly Advisors, LLC | 13,214 | +5,211 | $579.2K | +$248.6K | 65.1% |
| STEPHENS INC /AR/ | 13,803 | +4,859 | $605.0K | +$235.6K | 54.3% |
| NEUBERGER BERMAN GROUP LLC | 37,413 | +3,149 | $1.6M | +$224.7K | 9.2% |
| EverSource Wealth Advisors, LLC | 12,411 | +4,492 | $544.0K | +$216.9K | 56.7% |
| Brevan Howard Capital Management LP | 20,834 | +3,952 | $913.4K | +$216.1K | 23.4% |
| Ethic Inc. | 13,184 | +4,335 | $577.9K | +$212.4K | 49.0% |
| NewEdge Wealth, LLC | 28,275 | +2,836 | $1.2M | +$212.3K | 11.1% |
| Crossmark Global Holdings, Inc. | 79,400 | +123 | $3.5M | +$206.0K | 0.1% |
| STIFEL FINANCIAL CORP | 40,892 | +2,448 | $1.8M | +$204.6K | 6.4% |
| Sumitomo Mitsui Trust Group, Inc. | 59,139 | +1,200 | $2.6M | +$199.2K | 2.1% |
| Brooklyn Investment Group | 8,724 | +3,258 | $395.8K | +$170.1K | 59.6% |
| ROTHSCHILD INVESTMENT LLC | 8,427 | +3,595 | $369.4K | +$169.8K | 74.4% |
| Lansforsakringar Fondforvaltning AB (publ) | 19,945 | +2,783 | $874.2K | +$165.4K | 16.2% |
| PRINCIPAL SECURITIES, INC. | 8,151 | +3,371 | $357.3K | +$159.8K | 70.5% |
| CWA Asset Management Group, LLC | 48,035 | +878 | $2.1M | +$157.8K | 1.9% |
| Mirae Asset Global Investments Co., Ltd. | 14,369 | +2,544 | $629.8K | +$141.4K | 21.5% |
| Kestra Advisory Services, LLC | 19,274 | +2,179 | $844.8K | +$138.8K | 12.7% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 9,856 | +2,199 | $430.5K | +$134.6K | 28.7% |
| Ashton Thomas Private Wealth, LLC | 20,602 | +1,977 | $903.0K | +$133.8K | 10.6% |
| Equitable Holdings, Inc. | 14,540 | +2,305 | $637.3K | +$132.0K | 18.8% |
| CIM, LLC | 36,320 | +923 | $1.6M | +$130.0K | 2.6% |
| QRG CAPITAL MANAGEMENT, INC. | 26,278 | +1,516 | $1.2M | +$129.1K | 6.1% |
| ProShare Advisors LLC | 22,592 | +1,551 | $990.2K | +$121.2K | 7.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,858 | +2,408 | $344.4K | +$119.3K | 44.2% |
| STEPH & CO | 3,249 | +2,632 | $142.4K | +$116.9K | 426.6% |
| TFB Advisors LLC | 16,939 | +1,061 | $742.4K | +$115.1K | 6.7% |
| Kestra Investment Management, LLC | 28,653 | +982 | $1.3M | +$113.0K | 3.5% |
| EARNED WEALTH ADVISORS, LLC | 8,277 | +2,072 | $362.8K | +$106.5K | 33.4% |
| Smith Group Asset Management, LLC | 19,332 | +1,326 | $847.3K | +$103.7K | 7.4% |
| Allegiance Financial Group Advisory Services LLC | 8,903 | +1,867 | $390.2K | +$99.6K | 26.5% |
| GAMMA Investing LLC | 9,139 | +1,710 | $400.6K | +$93.7K | 23.0% |
| QUADRANT CAPITAL GROUP LLC | 28,053 | +433 | $1.2M | +$88.9K | 1.6% |
| Balefire, LLC | 7,423 | +1,685 | $325.4K | +$88.4K | 29.4% |
| Wealthspire Advisors, LLC | 6,208 | +1,458 | $272.1K | +$75.9K | 30.7% |
| Steward Partners Investment Advisory, LLC | 16,846 | +801 | $738.4K | +$75.7K | 5.0% |
| GRANDFIELD & DODD, LLC | 27,069 | +68 | $1.2M | +$71.3K | 0.3% |
| JOURNEY STRATEGIC WEALTH LLC | 7,382 | +1,245 | $323.6K | +$70.1K | 20.3% |
| BAM Wealth Management, LLC | 8,948 | +1,149 | $392.2K | +$70.1K | 14.7% |
| NATIONAL BANK OF CANADA /FI/ | 7,367 | +1,247 | $322.6K | +$70.0K | 20.4% |
| NDVR, Inc. | 7,333 | +1,232 | $321.4K | +$69.4K | 20.2% |
| TD PRIVATE CLIENT WEALTH LLC | 12,466 | +834 | $546.4K | +$66.0K | 7.2% |
| Vise Technologies, Inc. | 6,606 | +1,180 | $289.5K | +$65.4K | 21.7% |
| Sterling Capital Management LLC | 7,185 | +1,069 | $314.9K | +$62.3K | 17.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,403 | +929 | $412.1K | +$62.2K | 11.0% |
| SYM FINANCIAL Corp | 6,414 | +1,075 | $281.1K | +$60.6K | 20.1% |
| MOKAN Wealth Management Inc. | 6,067 | +1,086 | $265.9K | +$60.3K | 21.8% |
| Kaufman Rossin Wealth, LLC | 6,360 | +1,000 | $278.8K | +$57.4K | 18.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,809 | +958 | $254.6K | +$54.3K | 19.7% |
| TD Asset Management Inc | 7,200 | +800 | $315.6K | +$51.3K | 12.5% |
| True Wealth Design, LLC | 3,118 | +1,032 | $136.7K | +$50.5K | 49.5% |
| CSS LLC/IL | 10,149 | +600 | $444.8K | +$50.5K | 6.3% |
| Thrivent Financial for Lutherans | 1,188,105 | +1,126,256 | $52.1K | +$49.5K | 1821.0% |
| Farther Finance Advisors, LLC | 17,358 | +59 | $760.8K | +$46.4K | 0.3% |
| Motley Fool Asset Management LLC | 8,816 | +537 | $386.4K | +$44.5K | 6.5% |
| RHS Financial, LLC | 12,619 | +293 | $553.1K | +$44.0K | 2.4% |
| Brookstone Capital Management | 16,082 | +66 | $704.9K | +$43.4K | 0.4% |
| Spire Wealth Management | 9,643 | +416 | $422.6K | +$41.6K | 4.5% |
| &PARTNERS | 14,217 | +30 | $623.1K | +$37.2K | 0.2% |
| Transamerica Financial Advisors, LLC | 1,129 | +821 | $49.5K | +$36.8K | 266.6% |
| Atria Investments, Inc | 8,770 | +295 | $384.4K | +$34.4K | 3.5% |
| ALPS ADVISORS INC | 11,746 | +95 | $514.8K | +$33.6K | 0.8% |
| SJS Investment Consulting Inc. | 678 | +645 | $29.7K | +$28.4K | 1954.5% |
| Truvestments Capital LLC | 7,733 | +205 | $338.9K | +$28.0K | 2.7% |
| SAPIENT CAPITAL LLC | 7,710 | +10 | $339.5K | +$27.2K | 0.1% |
| J.W. COLE ADVISORS, INC. | 5,354 | +329 | $234.7K | +$27.1K | 6.5% |
| Meeder Advisory Services, Inc. | 5,406 | +298 | $236.9K | +$26.0K | 5.8% |
| Fifth Third Wealth Advisors LLC | 8,744 | +2 | $383.3K | +$22.2K | 0.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 492,847 | +469,719 | $21.6K | +$20.7K | 2031.0% |
| Rossby Financial, LCC | 6,875 | +55 | $301.3K | +$20.3K | 0.8% |
| Frank, Rimerman Advisors LLC | 6,068 | +37 | $266.0K | +$16.9K | 0.6% |
| STRS OHIO | 6,312 | +11 | $276.7K | +$16.4K | 0.2% |
| Johnson Financial Group, Inc. | 3,858 | +150 | $169.1K | +$16.0K | 4.0% |
| Gen-Wealth Partners Inc | 4,831 | +90 | $211.7K | +$15.9K | 1.9% |
| UMB Bank, n.a. | 3,392 | +177 | $148.7K | +$15.9K | 5.5% |
| World Investment Advisors | 5,168 | +136 | $223.1K | +$15.3K | 2.7% |
| Rockefeller Capital Management L.P. | 2,233 | +226 | $97.9K | +$15.0K | 11.3% |
| American Trust | 5,600 | +12 | $245.4K | +$14.7K | 0.2% |
| MassMutual Private Wealth & Trust, FSB | 2,357 | +210 | $103.3K | +$14.6K | 9.8% |
| RETIREMENT GUYS FORMULA LLC | 5,012 | +42 | $219.7K | +$14.4K | 0.8% |
| Larson Financial Group LLC | 4,218 | +4 | $184.9K | +$10.8K | 0.1% |
| MAI Capital Management | 3,592 | +42 | $157.4K | +$10.8K | 1.2% |
| RICHARDSON FINANCIAL SERVICES INC. | 783 | +184 | $34.3K | +$9.6K | 30.7% |
| FIFTH THIRD BANCORP | 3,426 | +3 | $150.2K | +$8.8K | 0.1% |
| Quent Capital, LLC | 456 | +155 | $20.0K | +$7.6K | 51.5% |
| Root Financial Partners, LLC | 781 | +109 | $34.2K | +$6.5K | 16.2% |
| BROWN BROTHERS HARRIMAN & CO | 164 | +120 | $7.2K | +$5.4K | 272.7% |
| CWM, LLC | 290,715 | +91,885 | $12.7K | +$4.5K | 46.2% |
| Parkside Financial Bank & Trust | 1,005 | +47 | $44.0K | +$4.5K | 4.9% |
| ALGERT GLOBAL LLC | 120,839 | +99,060 | $5.3K | +$4.4K | 454.8% |
| JFS WEALTH ADVISORS, LLC | 274 | +61 | $12.0K | +$3.2K | 28.6% |
| HARBOUR INVESTMENTS, INC. | 1,105 | +5 | $48.4K | +$3.0K | 0.5% |
| Rakuten Securities, Inc. | 53 | +50 | $2.3K | +$2.2K | 1666.7% |
| VAN ECK ASSOCIATES CORP | 251,440 | +14,301 | $11.0K | +$1.2K | 6.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 235 | +13 | $10.3K | +$1.1K | 5.8% |
| CENTRAL TRUST Co | 302 | +2 | $13.2K | +$849 | 0.7% |
| SG Americas Securities, LLC | 36,288 | +15,203 | $1.6K | +$720 | 72.1% |
| Bogart Wealth, LLC | 41 | +13 | $1.8K | +$641 | 46.4% |
| State of Alaska, Department of Revenue | 38,703 | +10,179 | $1.7K | +$518 | 35.7% |
| NATIXIS ADVISORS, LLC | 77,204 | +4,646 | $3.4K | +$387 | 6.4% |
| Bay Harbor Wealth Management, LLC | 21 | +7 | $920 | +$342 | 50.0% |
| Harvest Fund Management Co., Ltd | 7,927 | +5,199 | $347 | +$234 | 190.6% |
| HANTZ FINANCIAL SERVICES, INC. | 7,032 | +4,394 | $308 | +$199 | 166.6% |
| Rialto Wealth Management, LLC | 21 | +3 | $921 | +$177 | 16.7% |
| Valued Wealth Advisors LLC | 4 | +3 | $176 | +$134 | 300.0% |
| Quaker Wealth Management, LLC | 10 | +2 | $439 | +$108 | 25.0% |
| Janney Capital Management LLC | 10,810 | +184 | $474 | +$35 | 1.7% |
| Avion Wealth | 271 | +11 | $11 | +$1 | 4.2% |