13F QoQ Ownership Changes
EXPE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 246 new · 400 added · 490 reduced · 103 exited
New Positions(246)
Added To(400)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,836,038 | +10,591 | $2.79B | +$686.5M | 0.1% |
| JPMORGAN CHASE & CO | 5,420,560 | +625,962 | $1.54B | +$510.8M | 13.1% |
| GOLDMAN SACHS GROUP INC | 2,287,795 | +1,353,023 | $648.2M | +$448.3M | 144.7% |
| FMR LLC | 1,283,474 | +908,192 | $363.6M | +$283.4M | 242.0% |
| MORGAN STANLEY | 2,162,193 | +517,181 | $612.6M | +$260.9M | 31.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,753,816 | +449,820 | $496.9M | +$218.1M | 34.5% |
| DEUTSCHE BANK AG\ | 1,286,093 | +456,176 | $364.4M | +$187.0M | 55.0% |
| Balyasny Asset Management L.P. | 563,097 | +561,544 | $159.5M | +$159.2M | 36158.7% |
| AMERICAN CENTURY COMPANIES INC | 968,868 | +427,225 | $274.5M | +$158.7M | 78.9% |
| FIRST TRUST ADVISORS LP | 583,830 | +499,706 | $165.4M | +$147.4M | 594.0% |
| 1832 Asset Management L.P. | 491,997 | +479,891 | $139.4M | +$136.8M | 3964.1% |
| JANE STREET GROUP, LLC | 713,132 | +325,844 | $202.0M | +$119.3M | 84.1% |
| Nuveen, LLC | 1,270,640 | +35,277 | $360.0M | +$95.9M | 2.9% |
| NORTHERN TRUST CORP | 1,286,574 | +15,007 | $364.5M | +$92.7M | 1.2% |
| Amundi | 566,107 | +234,227 | $160.4M | +$86.1M | 70.6% |
| NEUBERGER BERMAN GROUP LLC | 929,574 | +96,198 | $263.4M | +$85.2M | 11.5% |
| Railway Pension Investments Ltd | 330,900 | +215,700 | $93.7M | +$69.1M | 187.2% |
| PANAGORA ASSET MANAGEMENT INC | 345,449 | +207,562 | $97.9M | +$68.4M | 150.5% |
| SEI INVESTMENTS CO | 507,709 | +144,045 | $143.8M | +$66.1M | 39.6% |
| Quantinno Capital Management LP | 453,509 | +153,793 | $128.5M | +$64.4M | 51.3% |
| FEDERATED HERMES, INC. | 674,820 | +46,596 | $191.2M | +$56.9M | 7.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 737,310 | +2,181 | $208.9M | +$51.8M | 0.3% |
| Mariner, LLC | 548,060 | +53,906 | $155.3M | +$49.6M | 10.9% |
| Holocene Advisors, LP | 200,108 | +160,139 | $56.7M | +$48.1M | 400.6% |
| Fiera Capital Corp | 385,752 | +96,560 | $109.3M | +$47.5M | 33.4% |
| BNP PARIBAS FINANCIAL MARKETS | 333,735 | +89,877 | $115.1M | +$47.2M | 36.9% |
| Caisse de depot et placement du Quebec | 433,079 | +75,842 | $122.7M | +$46.3M | 21.2% |
| Robeco Institutional Asset Management B.V. | 619,855 | +587 | $175.6M | +$43.2M | 0.1% |
| PRUDENTIAL FINANCIAL INC | 182,354 | +115,903 | $51.7M | +$37.5M | 174.4% |
| RAYMOND JAMES FINANCIAL INC | 250,043 | +85,463 | $70.9M | +$35.7M | 51.9% |
| Tidal Investments LLC | 390,926 | +33,291 | $110.8M | +$34.3M | 9.3% |
| Empowered Funds, LLC | 158,483 | +100,062 | $44.9M | +$32.4M | 171.3% |
| BARCLAYS PLC | 524,259 | +261,604 | $88.4M | +$32.3M | 99.6% |
| WELLS FARGO & COMPANY/MN | 341,213 | +38,827 | $96.7M | +$32.0M | 12.8% |
| Focus Partners Wealth | 206,983 | +76,127 | $58.6M | +$30.7M | 58.2% |
| Vinva Investment Management Ltd | 194,594 | +77,951 | $56.0M | +$30.2M | 66.8% |
| Gotham Asset Management, LLC | 220,113 | +69,223 | $62.4M | +$30.1M | 45.9% |
| IEQ CAPITAL, LLC | 275,869 | +44,313 | $78.2M | +$28.7M | 19.1% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 106,000 | +97,900 | $30.0M | +$28.3M | 1208.6% |
| FRANKLIN RESOURCES INC | 245,335 | +49,482 | $69.5M | +$27.6M | 25.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 116,116 | +81,248 | $32.9M | +$25.4M | 233.0% |
| Russell Investments Group, Ltd. | 174,282 | +55,397 | $49.5M | +$24.1M | 46.6% |
| ENVESTNET ASSET MANAGEMENT INC | 236,387 | +26,044 | $67.0M | +$22.0M | 12.4% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 152,339 | +143,588 | $23.8M | +$21.9M | 1640.8% |
| GENERAL AMERICAN INVESTORS CO INC | 123,157 | +50,000 | $34.7M | +$19.1M | 68.3% |
| Annex Advisory Services, LLC | 162,152 | +36,041 | $45.9M | +$19.0M | 28.6% |
| MACKENZIE FINANCIAL CORP | 212,981 | +17,876 | $60.6M | +$18.9M | 9.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 245,776 | +8,253 | $69.5M | +$18.8M | 3.5% |
| RENAISSANCE TECHNOLOGIES LLC | 67,300 | +63,200 | $19.1M | +$18.2M | 1541.5% |
| Candriam S.C.A. | 107,444 | +44,349 | $30.4M | +$17.0M | 70.3% |
| Walleye Capital LLC | 88,425 | +46,835 | $25.1M | +$16.2M | 112.6% |
| TUDOR INVESTMENT CORP ET AL | 108,800 | +39,300 | $30.8M | +$16.0M | 56.5% |
| Parallax Volatility Advisers, L.P. | 91,500 | +41,500 | $25.9M | +$15.2M | 83.0% |
| Korea Investment CORP | 162,883 | +18,142 | $46.1M | +$15.2M | 12.5% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 65,100 | +49,000 | $18.4M | +$15.0M | 304.3% |
| CREDIT AGRICOLE S A | 101,155 | +36,961 | $28.7M | +$14.9M | 57.6% |
| Waverly Advisors, LLC | 52,732 | +49,558 | $14.9M | +$14.3M | 1561.4% |
| CAXTON ASSOCIATES LLP | 52,659 | +49,500 | $14.9M | +$14.2M | 1567.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 126,623 | +24,199 | $35.8M | +$13.9M | 23.6% |
| CI INVESTMENTS INC. | 46,659 | +4,436 | $13.2M | +$13.2M | 10.5% |
| ALLIANCEBERNSTEIN L.P. | 177,903 | +2,756 | $50.4M | +$13.0M | 1.6% |
| Schonfeld Strategic Advisors LLC | 72,564 | +34,263 | $20.6M | +$12.4M | 89.5% |
| Cerity Partners LLC | 112,025 | +20,665 | $31.7M | +$12.2M | 22.6% |
| TD Waterhouse Canada Inc. | 46,378 | +41,244 | $13.1M | +$12.0M | 803.4% |
| PDT Partners, LLC | 60,137 | +34,935 | $17.0M | +$11.7M | 138.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 71,693 | +29,642 | $20.4M | +$11.2M | 70.5% |
| PRINCIPAL FINANCIAL GROUP INC | 152,352 | +404 | $43.2M | +$10.7M | 0.3% |
| BROWN ADVISORY INC | 63,318 | +27,645 | $17.9M | +$10.3M | 77.5% |
| TORONTO DOMINION BANK | 91,253 | +17,777 | $25.9M | +$10.1M | 24.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 99,703 | +14,544 | $28.2M | +$10.0M | 17.1% |
| LPL Financial LLC | 103,372 | +13,252 | $29.3M | +$10.0M | 14.7% |
| Baird Financial Group, Inc. | 140,096 | +1,250 | $39.7M | +$10.0M | 0.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 61,958 | +25,903 | $17.6M | +$9.8M | 71.8% |
| Walleye Trading LLC | 104,393 | +10,793 | $29.6M | +$9.6M | 11.5% |
| DANSKE BANK A/S | 79,756 | +13,731 | $22.6M | +$8.5M | 20.8% |
| Illinois Municipal Retirement Fund | 108,732 | +3,617 | $30.8M | +$8.3M | 3.4% |
| ING GROEP NV | 40,922 | +25,643 | $11.6M | +$8.3M | 167.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 71,273 | +10,479 | $21.4M | +$8.3M | 17.2% |
| HANCOCK WHITNEY CORP | 72,917 | +14,438 | $20.7M | +$8.2M | 24.7% |
| PATTON FUND MANAGEMENT, INC. | 29,723 | +28,348 | $8.4M | +$8.1M | 2061.7% |
| AVIVA PLC | 99,261 | +5,247 | $28.1M | +$8.0M | 5.6% |
| TWO SIGMA INVESTMENTS, LP | 27,600 | +24,467 | $7.8M | +$7.1M | 780.9% |
| PEAK6 LLC | 73,572 | +8,833 | $20.8M | +$7.0M | 13.6% |
| BANQUE PICTET & CIE SA | 73,479 | +8,721 | $20.8M | +$7.0M | 13.5% |
| CIBC WORLD MARKET INC. | 31,089 | +22,391 | $8.8M | +$6.9M | 257.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 65,040 | +10,670 | $18.4M | +$6.8M | 19.6% |
| Genus Capital Management Inc. | 31,093 | +21,293 | $8.8M | +$6.7M | 217.3% |
| Creative Planning | 53,413 | +12,972 | $15.1M | +$6.5M | 32.1% |
| Corient Private Wealth LLC | 397,165 | +345,210 | $17.5M | +$6.4M | 664.4% |
| NATIONAL BANK OF CANADA /FI/ | 82,209 | +2,292 | $23.3M | +$6.2M | 2.9% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 32,481 | +18,220 | $9.2M | +$6.2M | 127.8% |
| MEYER HANDELMAN CO | 61,344 | +8,292 | $17.4M | +$6.0M | 15.6% |
| LOOMIS SAYLES & CO L P | 75,878 | +3,123 | $21.5M | +$5.9M | 4.3% |
| KLP KAPITALFORVALTNING AS | 73,642 | +200 | $20.9M | +$5.2M | 0.3% |
| Hudson Bay Capital Management LP | 19,450 | +17,820 | $5.5M | +$5.2M | 1093.3% |
| SCOTIA CAPITAL INC. | 48,034 | +8,178 | $13.6M | +$5.1M | 20.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 25,354 | +14,902 | $7.2M | +$4.9M | 142.6% |
| Caprock Group, LLC | 31,113 | +12,755 | $8.8M | +$4.9M | 69.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 28,000 | +13,300 | $7.9M | +$4.8M | 90.5% |
| IFM Investors Pty Ltd | 21,212 | +117 | $6.0K | -$4.7M | 0.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 63,535 | +636 | $18.0M | +$4.7M | 1.0% |
| Federation des caisses Desjardins du Quebec | 39,103 | +8,275 | $11.1M | +$4.5M | 26.8% |
| TRUIST FINANCIAL CORP | 58,683 | +1,248 | $16.6M | +$4.3M | 2.2% |
| Wakefield Asset Management LLLP | 17,880 | +14,423 | $5.1M | +$4.3M | 417.2% |
| CIBC Asset Management Inc | 27,933 | +10,685 | $7.9M | +$4.2M | 61.9% |
| M&T Bank Corp | 55,755 | +1,009 | $15.8M | +$4.1M | 1.8% |
| Pictet Asset Management Holding SA | 54,345 | +705 | $15.4M | +$3.9M | 1.3% |
| Allspring Global Investments Holdings, LLC | 52,384 | +2,202 | $14.8M | +$3.9M | 4.4% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 28,226 | +8,711 | $8.0M | +$3.8M | 44.6% |
| L2 Asset Management, LLC | 39,649 | +3,570 | $11.2M | +$3.5M | 9.9% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 48,113 | +487 | $13.6M | +$3.5M | 1.0% |
| Man Group plc | 17,400 | +10,142 | $4.9M | +$3.4M | 139.7% |
| ExodusPoint Capital Management, LP | 25,281 | +7,575 | $7.2M | +$3.4M | 42.8% |
| RITHOLTZ WEALTH MANAGEMENT | 27,933 | +6,436 | $7.9M | +$3.3M | 29.9% |
| Beacon Pointe Advisors, LLC | 45,083 | +399 | $12.8M | +$3.2M | 0.9% |
| Dakota Wealth Management | 24,997 | +6,863 | $7.1M | +$3.2M | 37.8% |
| XPONANCE, INC. | 38,074 | +862 | $10.8M | +$2.8M | 2.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 40,603 | +28 | $11.5M | +$2.8M | 0.1% |
| BAILARD, INC. | 39,902 | +166 | $11.3M | +$2.8M | 0.4% |
| Wealthfront Advisers LLC | 24,762 | +4,874 | $7.0M | +$2.8M | 24.5% |
| Rakuten Investment Management, Inc. | 15,443 | +10,470 | $4.4M | +$2.7M | 210.5% |
| Qube Research & Technologies Ltd | 28,200 | +3,500 | $8.0M | +$2.7M | 14.2% |
| COMERICA BANK | 29,229 | +2,974 | $8.3M | +$2.7M | 11.3% |
| Rockefeller Capital Management L.P. | 15,765 | +7,062 | $4.5M | +$2.6M | 81.1% |
| MML INVESTORS SERVICES, LLC | 34,948 | +664 | $9.9M | +$2.6M | 1.9% |
| MEEDER ASSET MANAGEMENT INC | 8,740 | +8,671 | $2.5M | +$2.5M | 12566.7% |
| Mirae Asset Global Investments Co., Ltd. | 23,479 | +3,835 | $6.7M | +$2.5M | 19.5% |
| Ethic Inc. | 26,983 | +2,446 | $7.6M | +$2.4M | 10.0% |
| Merit Financial Group, LLC | 20,423 | +4,345 | $5.8M | +$2.3M | 27.0% |
| Kepler Cheuvreux (Suisse) SA | 15,723 | +5,783 | $4.5M | +$2.3M | 58.2% |
| Czech National Bank | 30,854 | +835 | $8.7M | +$2.3M | 2.8% |
| Legacy Trust | 31,488 | +436 | $8.9M | +$2.3M | 1.4% |
| CoreCap Advisors, LLC | 10,530 | +7,090 | $3.0M | +$2.2M | 206.1% |
| STIFEL FINANCIAL CORP | 25,950 | +1,970 | $7.4M | +$2.2M | 8.2% |
| Elo Mutual Pension Insurance Co | 24,640 | +2,386 | $7.0M | +$2.2M | 10.7% |
| Cetera Investment Advisers | 29,801 | +698 | $8.4M | +$2.2M | 2.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20,938 | +3,460 | $5.9M | +$2.2M | 19.8% |
| LMCG INVESTMENTS, LLC | 9,655 | +7,087 | $2.7M | +$2.2M | 276.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 15,021 | +5,269 | $4.3M | +$2.2M | 54.0% |
| BANK OF NOVA SCOTIA | 16,812 | +4,284 | $4.8M | +$2.1M | 34.2% |
| CWA Asset Management Group, LLC | 25,574 | +948 | $7.2M | +$2.0M | 3.8% |
| ASSETMARK, INC | 27,771 | +17 | $7.9M | +$1.9M | 0.1% |
| D.A. DAVIDSON & CO. | 22,458 | +1,256 | $6.4M | +$1.8M | 5.9% |
| STEPHENS INC /AR/ | 8,108 | +5,863 | $2.3M | +$1.8M | 261.1% |
| &PARTNERS | 11,554 | +4,624 | $3.3M | +$1.8M | 66.7% |
| Cumberland Partners Ltd | 20,550 | +1,700 | $5.8M | +$1.8M | 9.0% |
| ProShare Advisors LLC | 21,455 | +1,386 | $6.1M | +$1.8M | 6.9% |
| Pathstone Holdings, LLC | 14,370 | +3,688 | $4.1M | +$1.8M | 34.5% |
| Ellsworth Advisors, LLC | 20,476 | +643 | $6.0M | +$1.7M | 3.2% |
| PINNACLE ASSOCIATES LTD | 16,029 | +2,560 | $4.5M | +$1.7M | 19.0% |
| DNB Asset Management AS | 23,033 | +166 | $6.5M | +$1.6M | 0.7% |
| ALLSTATE CORP | 8,936 | +4,628 | $2.5M | +$1.6M | 107.4% |
| NEOS Investment Management LLC | 15,401 | +2,474 | $4.4M | +$1.6M | 19.1% |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,137 | +4,624 | $2.3M | +$1.6M | 131.6% |
| Vanguard Personalized Indexing Management, LLC | 18,380 | +1,000 | $5.2M | +$1.5M | 5.8% |
| Summit Trail Advisors, LLC | 17,259 | +1,347 | $4.9M | +$1.5M | 8.5% |
| Investment Management Corp of Ontario | 9,485 | +3,759 | $2.7M | +$1.5M | 65.6% |
| Callan Family Office, LLC | 7,305 | +4,451 | $2.1M | +$1.5M | 155.9% |
| Pallas Capital Advisors LLC | 15,347 | +1,424 | $4.3M | +$1.4M | 10.2% |
| Procyon Advisors, LLC | 11,990 | +2,451 | $3.4M | +$1.4M | 25.7% |
| MEITAV INVESTMENT HOUSE LTD | 5,526 | +4,512 | $1.6M | +$1.4M | 445.0% |
| MOORE CAPITAL MANAGEMENT, LP | 9,732 | +3,105 | $2.8M | +$1.3M | 46.9% |
| Diametric Capital, LP | 10,092 | +2,983 | $2.9M | +$1.3M | 42.0% |
| Raiffeisen Bank International AG | 4,697 | +4,585 | $1.3M | +$1.3M | 4093.8% |
| JANUS HENDERSON GROUP PLC | 17,448 | +351 | $4.9M | +$1.3M | 2.0% |
| Dai-ichi Life Insurance Company, Ltd | 8,624 | +3,200 | $2.4M | +$1.3M | 59.0% |
| Crossmark Global Holdings, Inc. | 16,228 | +664 | $4.6M | +$1.3M | 4.3% |
| Horizon Investments, LLC | 12,786 | +1,632 | $3.6M | +$1.2M | 14.6% |
| BNC WEALTH MANAGEMENT, LLC | 14,271 | +1,137 | $4.0M | +$1.2M | 8.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,919 | +229 | $4.8M | +$1.2M | 1.4% |
| Sequoia Financial Advisors, LLC | 7,763 | +3,137 | $2.2M | +$1.2M | 67.8% |
| Vise Technologies, Inc. | 14,643 | +551 | $4.1M | +$1.1M | 3.9% |
| Pinnacle Wealth Management Advisory Group, LLC | 8,206 | +2,545 | $2.3M | +$1.1M | 45.0% |
| ASR Vermogensbeheer N.V. | 11,459 | +1,313 | $3.2M | +$1.1M | 12.9% |
| SYON CAPITAL LLC | 7,330 | +2,486 | $2.1M | +$1.0M | 51.3% |
| Nemes Rush Group LLC | 11,185 | +1,155 | $3.2M | +$1.0M | 11.5% |
| HOHIMER WEALTH MANAGEMENT, LLC | 14,536 | +33 | $4.1M | +$1.0M | 0.2% |
| Kendall Capital Management | 13,080 | +265 | $3.7M | +$966.5K | 2.1% |
| OAK RIDGE INVESTMENTS LLC | 6,198 | +2,377 | $1.8M | +$939.2K | 62.2% |
| AIRE ADVISORS, LLC | 13,189 | +2 | $3.7M | +$917.9K | 0.0% |
| NorthCrest Asset Manangement, LLC | 7,804 | +1,635 | $2.2M | +$909.9K | 26.5% |
| Atria Investments, Inc | 6,984 | +1,911 | $2.0M | +$894.3K | 37.7% |
| Aaron Wealth Advisors LLC | 9,623 | +1,024 | $2.7M | +$888.3K | 11.9% |
| MUFG Securities EMEA plc | 4,797 | +2,535 | $1.4M | +$875.5K | 112.1% |
| CHOREO, LLC | 10,025 | +700 | $2.9M | +$863.9K | 7.5% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 10,953 | +337 | $3.1M | +$833.9K | 3.2% |
| DARK FOREST CAPITAL MANAGEMENT LP | 7,031 | +97 | $2.0M | +$822.3K | 1.4% |
| Focus Partners Advisor Solutions, LLC | 16,678 | +727 | $4.7M | +$819.4K | 4.5% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 11,345 | +109 | $3.2M | +$812.5K | 1.0% |
| Fisher Asset Management, LLC | 10,919 | +172 | $3.1M | +$796.2K | 1.6% |
| Board of the Pension Protection Fund | 6,200 | +1,600 | $1.8M | +$773.3K | 34.8% |
| Interchange Capital Partners, LLC | 3,896 | +2,268 | $1.1M | +$755.6K | 139.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,427 | +2,400 | $970.9K | +$751.4K | 233.7% |
| Orion Porfolio Solutions, LLC | 10,032 | +218 | $2.8M | +$744.4K | 2.2% |
| Curi Capital, LLC | 3,295 | +2,351 | $933.6K | +$731.8K | 249.0% |
| Norinchukin Bank, The | 7,984 | +468 | $2.3M | +$655.4K | 6.2% |
| Concurrent Investment Advisors, LLC | 4,361 | +1,559 | $1.2M | +$636.6K | 55.6% |
| Diversified Trust Co | 7,319 | +550 | $2.1M | +$626.7K | 8.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 5,173 | +191 | $1.5M | +$625.2K | 3.8% |
| Spire Wealth Management | 2,297 | +2,156 | $650.8K | +$620.6K | 1529.1% |
| QRG CAPITAL MANAGEMENT, INC. | 5,648 | +1,007 | $1.6M | +$608.1K | 21.7% |
| Quadcap Wealth Management, LLC | 5,119 | +1,176 | $1.5M | +$607.4K | 29.8% |
| HB Wealth Management, LLC | 5,867 | +880 | $1.7M | +$596.1K | 17.6% |
| Acropolis Investment Management, LLC | 4,702 | +264 | $1.3M | +$583.5K | 5.9% |
| Krilogy Financial LLC | 9,666 | +182 | $2.6M | +$577.1K | 1.9% |
| PRUDENTIAL PLC | 3,153 | +1,663 | $893.3K | +$574.8K | 111.6% |
| WADDELL & ASSOCIATES, LLC | 4,551 | +1,200 | $1.3M | +$573.1K | 35.8% |
| Caerus Investment Advisors, LLC | 5,821 | +750 | $1.6M | +$565.2K | 14.8% |
| Cadent Capital Advisors, LLC | 7,794 | +101 | $2.2M | +$563.7K | 1.3% |
| US BANCORP \DE\ | 6,866 | +383 | $1.9M | +$559.5K | 5.9% |
| AdvisorShares Investments LLC | 2,403 | +1,809 | $680.8K | +$553.8K | 304.5% |
| DOVER ADVISORS, LLC | 7,859 | +21 | $2.2M | +$551.2K | 0.3% |
| Impact Partnership Wealth, LLC | 4,922 | +970 | $1.4M | +$549.8K | 24.5% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 8,048 | +200 | $2.2M | +$545.9K | 2.5% |
| Baker Avenue Asset Management, LP | 4,179 | +1,135 | $1.2M | +$533.3K | 37.3% |
| State of Wyoming | 2,098 | +1,797 | $594.4K | +$530.0K | 597.0% |
| Kera Capital Partners, Inc. | 5,608 | +1,082 | $1.5M | +$517.8K | 23.9% |
| Kathmere Capital Management, LLC | 5,555 | +571 | $1.6M | +$508.5K | 11.4% |
| CenterBook Partners LP | 2,817 | +1,428 | $798.1K | +$501.2K | 102.8% |
| FIFTH THIRD BANCORP | 6,608 | +188 | $1.9M | +$499.8K | 2.9% |
| Truvestments Capital LLC | 5,623 | +478 | $1.6M | +$493.3K | 9.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,585 | +491 | $1.6M | +$493.3K | 9.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,402 | +539 | $1.5M | +$491.1K | 11.1% |
| Clearstead Advisors, LLC | 6,318 | +232 | $1.8M | +$488.9K | 3.8% |
| AlphaQuest LLC | 2,288 | +1,521 | $648.2K | +$484.3K | 198.3% |
| NewEdge Advisors, LLC | 4,913 | +665 | $1.4M | +$483.8K | 15.7% |
| Newbridge Financial Services Group, Inc. | 1,720 | +1,700 | $487.3K | +$483.0K | 8500.0% |
| Nilsine Partners, LLC | 6,281 | +215 | $1.8M | +$482.9K | 3.5% |
| Ashton Thomas Private Wealth, LLC | 5,441 | +481 | $1.5M | +$481.3K | 9.7% |
| PERSONAL CFO SOLUTIONS, LLC | 4,199 | +835 | $1.2M | +$470.6K | 24.8% |
| Convergence Investment Partners, LLC | 5,190 | +507 | $1.5M | +$469.4K | 10.8% |
| Chicago Partners Investment Group LLC | 8,381 | +321 | $2.3M | +$456.5K | 4.0% |
| Sivia Capital Partners, LLC | 5,407 | +369 | $1.5M | +$455.0K | 7.3% |
| CERTUITY, LLC | 4,001 | +820 | $1.1M | +$453.6K | 25.8% |
| Cullen/Frost Bankers, Inc. | 5,829 | +216 | $1.7M | +$451.7K | 3.8% |
| Parcion Private Wealth LLC | 3,719 | +897 | $1.1M | +$450.4K | 31.8% |
| EverSource Wealth Advisors, LLC | 4,533 | +532 | $1.3M | +$429.0K | 13.3% |
| Versant Capital Management, Inc | 3,208 | +957 | $908.9K | +$427.7K | 42.5% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 3,770 | +331 | $1.1M | +$397.5K | 9.6% |
| TRANSCEND CAPITAL ADVISORS, LLC | 4,696 | +328 | $1.3M | +$396.8K | 7.5% |
| GAMMA Investing LLC | 3,755 | +602 | $1.1M | +$389.9K | 19.1% |
| Ascent Group, LLC | 4,610 | +293 | $1.3M | +$383.3K | 6.8% |
| CFC Planning Co LLC | 3,690 | +528 | $1.0M | +$369.5K | 16.7% |
| Winthrop Advisory Group LLC | 2,130 | +1,002 | $603.0K | +$361.9K | 88.8% |
| Realta Investment Advisors | 4,443 | +179 | $1.3M | +$347.3K | 4.2% |
| HUB Investment Partners, LLC | 3,489 | +471 | $988.5K | +$343.4K | 15.6% |
| Bank Pictet & Cie (Europe) AG | 4,667 | +72 | $1.3M | +$340.0K | 1.6% |
| ZEGA Investments, LLC | 4,605 | +72 | $1.3M | +$335.7K | 1.6% |
| Wealthspire Advisors, LLC | 1,722 | +1,002 | $487.9K | +$334.0K | 139.2% |
| waypoint wealth counsel | 3,691 | +337 | $1.0M | +$328.8K | 10.0% |
| ROTHSCHILD INVESTMENT LLC | 3,763 | +312 | $1.1M | +$328.6K | 9.0% |
| Perigon Wealth Management, LLC | 3,709 | +313 | $1.1M | +$324.9K | 9.2% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,415 | +692 | $684.2K | +$315.8K | 40.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,975 | +158 | $1.1M | +$310.3K | 4.1% |
| Canada Post Corp Registered Pension Plan | 2,607 | +630 | $738.6K | +$302.6K | 31.9% |
| EARNED WEALTH ADVISORS, LLC | 2,489 | +513 | $705.3K | +$282.8K | 26.0% |
| Dynasty Wealth Management, LLC | 3,124 | +294 | $885.0K | +$280.0K | 10.4% |
| CITIZENS FINANCIAL GROUP INC/RI | 1,817 | +710 | $514.8K | +$278.1K | 64.1% |
| Ellevest, Inc. | 3,404 | +173 | $964.4K | +$273.8K | 5.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,155 | +234 | $893.9K | +$269.5K | 8.0% |
| 3Chopt Investment Partners, LLC | 3,117 | +231 | $883.1K | +$266.2K | 8.0% |
| GenTrust, LLC | 2,041 | +579 | $578.2K | +$265.7K | 39.6% |
| Optas, LLC | 2,263 | +489 | $641.1K | +$261.9K | 27.6% |
| Venturi Wealth Management, LLC | 2,181 | +500 | $617.9K | +$258.6K | 29.7% |
| Aprio Wealth Management, LLC | 2,134 | +495 | $604.6K | +$254.3K | 30.2% |
| Aptus Capital Advisors, LLC | 2,037 | +502 | $577.1K | +$249.0K | 32.7% |
| EVOKE WEALTH, LLC | 3,178 | +111 | $900.5K | +$244.8K | 3.6% |
| Brooklyn Investment Group | 1,667 | +572 | $477.9K | +$244.0K | 52.2% |
| Independent Advisor Alliance | 2,845 | +189 | $806.1K | +$238.3K | 7.1% |
| Advisory Alpha, LLC | 2,376 | +376 | $673.5K | +$237.9K | 18.8% |
| Compound Planning, Inc. | 2,131 | +413 | $603.8K | +$236.5K | 24.0% |
| Cambria Investment Management, L.P. | 2,099 | +398 | $594.7K | +$231.1K | 23.4% |
| Cornerstone Wealth Group, LLC | 1,720 | +468 | $487.2K | +$219.6K | 37.4% |
| Wedmont Private Capital | 1,511 | +446 | $449.0K | +$218.8K | 41.9% |
| COMMERCE BANK | 2,885 | +72 | $817.3K | +$216.1K | 2.5% |
| Savvy Advisors, Inc. | 2,265 | +253 | $641.7K | +$211.6K | 12.6% |
| RIVERSEDGE ADVISORS, LLC | 2,427 | +198 | $687.6K | +$211.1K | 8.9% |
| Waterloo Capital, L.P. | 2,043 | +316 | $578.9K | +$209.7K | 18.3% |
| BROWN BROTHERS HARRIMAN & CO | 1,134 | +607 | $321.3K | +$208.6K | 115.2% |
| Fiduciary Alliance LLC | 2,603 | +128 | $737.5K | +$208.4K | 5.2% |
| Bryn Mawr Trust Advisors, LLC | 2,161 | +264 | $612.2K | +$206.7K | 13.9% |
| Soltis Investment Advisors LLC | 1,881 | +353 | $533.0K | +$206.3K | 23.1% |
| WESBANCO BANK INC | 1,782 | +381 | $504.9K | +$205.4K | 27.2% |
| TWIN CAPITAL MANAGEMENT INC | 2,831 | +1 | $802.1K | +$197.1K | 0.0% |
| Bridgefront Capital, LLC | 1,848 | +318 | $523.6K | +$196.5K | 20.8% |
| GREENLEAF TRUST | 2,356 | +141 | $667.5K | +$194.0K | 6.4% |
| Allegiance Financial Group Advisory Services LLC | 1,954 | +263 | $553.6K | +$192.1K | 15.6% |
| Sage Mountain Advisors LLC | 1,671 | +322 | $473.4K | +$185.1K | 23.9% |
| Prime Capital Investment Advisors, LLC | 2,253 | +122 | $638.4K | +$182.8K | 5.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,224 | +121 | $630.1K | +$180.6K | 5.8% |
| Aspire Capital Advisors LLC | 2,536 | +7 | $718.5K | +$177.9K | 0.3% |
| Rakuten Securities, Inc. | 1,111 | +463 | $314.8K | +$176.2K | 71.5% |
| DRW Securities, LLC | 2,119 | +123 | $600.3K | +$174.2K | 6.2% |
| Kaufman Rossin Wealth, LLC | 2,320 | +54 | $657.3K | +$172.9K | 2.4% |
| First Bank & Trust | 2,040 | +125 | $578.0K | +$168.6K | 6.5% |
| Activest Wealth Management | 619 | +584 | $175.4K | +$167.9K | 1668.6% |
| Ballentine Partners, LLC | 2,225 | +47 | $630.2K | +$164.8K | 2.1% |
| Parallel Advisors, LLC | 1,860 | +146 | $527.1K | +$160.6K | 8.5% |
| Essex Financial Services, Inc. | 1,300 | +316 | $368.3K | +$158.0K | 32.1% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1,528 | +235 | $432.9K | +$156.5K | 18.2% |
| MGB Wealth Management, LLC | 1,987 | +87 | $563.3K | +$156.2K | 4.6% |
| Heron Bay Capital Management | 1,880 | +106 | $532.6K | +$153.4K | 6.0% |
| Fi3 FINANCIAL ADVISORS, LLC | 1,642 | +159 | $465.2K | +$148.2K | 10.7% |
| Symphony Financial, Ltd. Co. | 1,348 | +248 | $382.3K | +$147.2K | 22.5% |
| SIGNATUREFD, LLC | 1,621 | +156 | $459.2K | +$146.1K | 10.6% |
| ALPS ADVISORS INC | 2,056 | +3 | $582.5K | +$143.7K | 0.1% |
| ACADIAN ASSET MANAGEMENT LLC | 643,766 | +446,418 | $182.4K | +$140.2K | 226.2% |
| CIBC Private Wealth Group LLC | 1,224 | +251 | $346.8K | +$138.9K | 25.8% |
| FIDUCIARY FINANCIAL GROUP, LLC | 1,815 | +58 | $514.2K | +$138.6K | 3.3% |
| PETREDIS INVESTMENT ADVISORS LLC | 1,265 | +235 | $358.4K | +$138.2K | 22.8% |
| U.S. Capital Wealth Advisors, LLC | 1,340 | +208 | $379.6K | +$137.7K | 18.4% |
| Valeo Financial Advisors, LLC | 1,508 | +142 | $427.3K | +$135.3K | 10.4% |
| Regent Peak Wealth Advisors LLC | 1,267 | +174 | $359.0K | +$125.3K | 15.9% |
| SYM FINANCIAL Corp | 1,595 | +62 | $451.9K | +$124.2K | 4.0% |
| Arkadios Wealth Advisors | 1,525 | +79 | $432.1K | +$122.9K | 5.5% |
| Apollon Wealth Management, LLC | 1,242 | +148 | $352.0K | +$118.1K | 13.5% |
| Navis Wealth Advisors, LLC | 1,644 | +6 | $465.8K | +$115.6K | 0.4% |
| AFFINITY INVESTMENT ADVISORS, LLC | 1,192 | +152 | $337.7K | +$115.4K | 14.6% |
| BLAIR WILLIAM & CO/IL | 1,284 | +115 | $363.8K | +$113.9K | 9.8% |
| Beacon Financial Advisory LLC | 1,580 | +3 | $447.7K | +$110.6K | 0.2% |
| QTR Family Wealth, LLC | 3,046 | +105 | $735.8K | +$107.1K | 3.6% |
| Cyndeo Wealth Partners, LLC | 1,516 | +5 | $429.4K | +$106.5K | 0.3% |
| True Wealth Design, LLC | 1,382 | +45 | $391.5K | +$105.8K | 3.4% |
| MAI Capital Management | 782 | +214 | $221.6K | +$100.2K | 37.7% |
| MATHER GROUP, LLC. | 850 | +184 | $240.8K | +$98.4K | 27.6% |
| INSIGNEO ADVISORY SERVICES, LLC | 1,318 | +22 | $373.4K | +$96.4K | 1.7% |
| Forum Financial Management, LP | 1,376 | +1 | $389.8K | +$95.9K | 0.1% |
| Sowell Financial Services LLC | 1,363 | +4 | $386.2K | +$95.8K | 0.3% |
| Founders Financial Alliance, LLC | 1,199 | +9 | $339.8K | +$85.4K | 0.8% |
| Bridgewater Advisors Inc. | 1,675 | +29 | $437.4K | +$84.6K | 1.8% |
| UMB Bank, n.a. | 1,098 | +35 | $311.1K | +$83.9K | 3.3% |
| Frank, Rimerman Advisors LLC | 1,095 | +27 | $310.2K | +$81.9K | 2.5% |
| Deseret Mutual Benefit Administrators | 766 | +128 | $217.0K | +$80.6K | 20.1% |
| RHS Financial, LLC | 1,030 | +40 | $291.8K | +$80.2K | 4.0% |
| HUNTINGTON NATIONAL BANK | 798 | +102 | $226.1K | +$77.3K | 14.7% |
| Pinnacle Wealth Planning Services, Inc. | 1,081 | +1 | $306.3K | +$75.4K | 0.1% |
| Samalin Investment Counsel, LLC | 997 | +8 | $282.4K | +$70.9K | 0.8% |
| PDS Planning, Inc | 956 | +1 | $270.8K | +$66.7K | 0.1% |
| Larson Financial Group LLC | 477 | +151 | $135.1K | +$65.5K | 46.3% |
| LSV ASSET MANAGEMENT | 927,105 | +150 | $262.7K | +$64.5K | 0.0% |
| Cornerstone Planning Group LLC | 869 | +101 | $230.9K | +$61.6K | 13.2% |
| Lido Advisors, LLC | 5,724 | +143 | $1.3M | +$60.6K | 2.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 617 | +71 | $174.8K | +$58.1K | 13.0% |
| Quent Capital, LLC | 718 | +19 | $203.3K | +$53.8K | 2.7% |
| Wilmington Savings Fund Society, FSB | 621 | +41 | $175.9K | +$52.0K | 7.1% |
| Geneos Wealth Management Inc. | 567 | +43 | $160.6K | +$48.6K | 8.2% |
| MassMutual Private Wealth & Trust, FSB | 511 | +58 | $144.8K | +$47.9K | 12.8% |
| SJS Investment Consulting Inc. | 328 | +97 | $92.9K | +$43.6K | 42.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 486,487 | +39,339 | $137.8K | +$42.2K | 8.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,772 | +111,083 | $52.9K | +$37.0K | 146.8% |
| Parkside Financial Bank & Trust | 414 | +38 | $117.3K | +$36.9K | 10.1% |
| Root Financial Partners, LLC | 293 | +74 | $83.0K | +$36.2K | 33.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 319 | +44 | $90.4K | +$31.6K | 16.0% |
| CYBER HORNET ETFs LLC | 369 | +20 | $104.5K | +$29.9K | 5.7% |
| LORD, ABBETT & CO. LLC | 146,110 | +81,520 | $41.4K | +$27.6K | 126.2% |
| Ariadne Wealth Management, LP | 1,435 | +116 | $326.1K | -$26.5K | 8.8% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 210 | +168 | $32.6K | +$23.4K | 400.0% |
| Prestige Wealth Management Group LLC | 156 | +130 | $26.3K | +$20.7K | 500.0% |
| CVA Family Office, LLC | 275 | +7 | $77.9K | +$20.6K | 2.6% |
| TD PRIVATE CLIENT WEALTH LLC | 142 | +31 | $40.2K | +$16.5K | 27.9% |
| JFS WEALTH ADVISORS, LLC | 100 | +44 | $28.3K | +$16.4K | 78.6% |
| ORG Partners LLC | 76 | +50 | $21.5K | +$16.0K | 192.3% |
| Westside Investment Management, Inc. | 196 | +7 | $55.5K | +$14.6K | 3.7% |
| Westfuller Advisors, LLC | 89 | +26 | $25.3K | +$11.8K | 41.3% |
| SG Americas Securities, LLC | 77,106 | +25,465 | $21.8K | +$10.8K | 49.3% |
| CWM, LLC | 111,713 | +11,825 | $31.6K | +$10.3K | 11.8% |
| AdvisorNet Financial, Inc | 128 | +3 | $36.3K | +$9.5K | 2.4% |
| Bell Investment Advisors, Inc | 57 | +22 | $16.1K | +$8.7K | 62.9% |
| Transamerica Financial Advisors, LLC | 35 | +26 | $10.0K | +$8.3K | 288.9% |
| EVOLUTION WEALTH MANAGEMENT INC. | 39 | +29 | $10.4K | +$8.2K | 290.0% |
| Treasurer of the State of North Carolina | 97,373 | +6,535 | $27.6K | +$8.2K | 7.2% |
| Triumph Capital Management | 36 | +26 | $10.2K | +$8.1K | 260.0% |
| Daiwa Securities Group Inc. | 43,067 | +21,556 | $12.2K | +$7.6K | 100.2% |
| Global Trust Asset Management, LLC | 56 | +16 | $15.9K | +$7.3K | 40.0% |
| Janney Montgomery Scott LLC | 48,860 | +9,733 | $13.8K | +$5.5K | 24.9% |
| Asset Planning,Inc | 70 | +1 | $19.7K | +$4.9K | 1.4% |
| NBC SECURITIES, INC. | 29 | +13 | $8.2K | +$4.8K | 81.3% |
| SouthState Corp | 42 | +8 | $11.9K | +$4.6K | 23.5% |
| HORIZON FINANCIAL SERVICES, LLC | 36 | +9 | $10.2K | +$4.4K | 33.3% |
| Physician Wealth Advisors, Inc. | 39 | +8 | $11.1K | +$4.4K | 25.8% |
| Turning Point Benefit Group, Inc. | 15 | +13 | $4.2K | +$3.8K | 650.0% |
| Solstein Capital, LLC | 21 | +5 | $6.0K | +$2.5K | 31.3% |
| AMALGAMATED BANK | 28,465 | +1,825 | $8.1K | +$2.4K | 6.8% |
| Bay Harbor Wealth Management, LLC | 14 | +6 | $4.0K | +$2.3K | 75.0% |
| Aspect Partners, LLC | 19 | +3 | $5.4K | +$2.0K | 18.8% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 25,985 | +118 | $7.4K | +$1.8K | 0.5% |
| Bogart Wealth, LLC | 19 | +2 | $5.4K | +$1.7K | 11.8% |
| iA Global Asset Management Inc. | 16,478 | +1,231 | $4.7K | +$1.4K | 8.1% |
| Dunhill Financial, LLC | 14 | +1 | $4.0K | +$1.2K | 7.7% |
| SITTNER & NELSON, LLC | 26 | +1 | $6.2K | +$815 | 4.0% |
| Rialto Wealth Management, LLC | 8 | +1 | $2.3K | +$770 | 14.3% |
| NVWM, LLC | 6 | +1 | $1.7K | +$631 | 20.0% |
| BESSEMER GROUP INC | 6,813 | +612 | $1.9K | +$605 | 9.9% |
| Harvest Fund Management Co., Ltd | 1,946 | +1,929 | $551 | +$547 | 11347.0% |
| Vestcor Inc | 3,627 | +933 | $1.0K | +$452 | 34.6% |
| Dogwood Wealth Management LLC | 3 | +1 | $850 | +$422 | 50.0% |
| Harel Insurance Investments & Financial Services Ltd. | 1,090 | +996 | $309 | +$289 | 1059.6% |
| CX Institutional | 1,366 | +185 | $387 | +$135 | 15.7% |
| Covestor Ltd | 219 | +57 | $62 | +$27 | 35.2% |
| GW&K Investment Management, LLC | 173 | +4 | $49 | +$13 | 2.4% |