13F QoQ Ownership Changes
FE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 144 new · 346 added · 400 reduced · 94 exited
New Positions(144)
Added To(346)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 5,506,251 | +1,977,504 | $246.5M | -$295.4M | 56.0% |
| MILLENNIUM MANAGEMENT LLC | 11,422,200 | +3,515,395 | $511.4M | +$149.1M | 44.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,719,789 | +2,039,378 | $121.8M | +$90.6M | 299.7% |
| BlackRock, Inc. | 48,157,604 | +2,545,824 | $2.16B | +$66.1M | 5.6% |
| Energy Income Partners, LLC | 1,696,759 | +1,324,135 | $76.0M | +$58.9M | 355.4% |
| Point72 Asset Management, L.P. | 1,234,309 | +1,221,809 | $55.3M | +$54.7M | 9774.5% |
| Assenagon Asset Management S.A. | 925,810 | +913,617 | $41.4M | +$40.9M | 7493.0% |
| VANGUARD GROUP INC | 68,109,341 | +761,157 | $3.05B | -$36.6M | 1.1% |
| STATE STREET CORP | 40,430,515 | +1,622,149 | $1.81B | +$31.9M | 4.2% |
| Amundi | 1,320,368 | +643,265 | $59.1M | +$27.7M | 95.0% |
| Aventail Capital Group, LP | 754,950 | +449,290 | $33.8M | +$19.8M | 147.0% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 522,600 | +400,800 | $23.4M | +$17.8M | 329.1% |
| California Public Employees Retirement System | 2,073,904 | +409,630 | $92.8M | +$16.6M | 24.6% |
| DEUTSCHE BANK AG\ | 1,809,750 | +376,305 | $81.0M | +$15.3M | 26.3% |
| PRUDENTIAL FINANCIAL INC | 1,693,188 | +345,253 | $75.8M | +$14.0M | 25.6% |
| Alyeska Investment Group, L.P. | 519,449 | +311,617 | $23.3M | +$13.7M | 149.9% |
| ALLIANCEBERNSTEIN L.P. | 894,101 | +318,180 | $40.0M | +$13.6M | 55.2% |
| Squarepoint Ops LLC | 432,219 | +290,501 | $19.4M | +$12.9M | 205.0% |
| NEUBERGER BERMAN GROUP LLC | 9,012,551 | +445,684 | $403.5M | +$11.0M | 5.2% |
| Invesco Ltd. | 11,722,471 | +34,014 | $524.8M | -$10.8M | 0.3% |
| AQR CAPITAL MANAGEMENT LLC | 795,243 | +236,448 | $35.6M | +$10.1M | 42.3% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 314,941 | +228,252 | $13.7M | +$9.7M | 263.3% |
| BARCLAYS PLC | 1,686,071 | +415,717 | $67.9M | +$9.7M | 32.7% |
| Bank of New York Mellon Corp | 3,693,291 | +283,445 | $165.3M | +$9.1M | 8.3% |
| BNP PARIBAS FINANCIAL MARKETS | 862,248 | +143,232 | $42.5M | +$8.5M | 19.9% |
| Man Group plc | 193,509 | +188,807 | $8.7M | +$8.4M | 4015.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 13,463,298 | +126,834 | $600.4M | -$8.2M | 0.9% |
| BANK OF MONTREAL /CAN/ | 908,308 | +182,653 | $40.7M | +$7.4M | 25.2% |
| IFM Investors Pty Ltd | 159,464 | +401 | $7.1K | -$7.2M | 0.3% |
| Walleye Trading LLC | 300,100 | +127,000 | $13.4M | +$5.5M | 73.4% |
| SummitTX Capital, L.P. | 311,985 | +109,406 | $14.0M | +$4.7M | 54.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 244,799 | +106,668 | $11.0M | +$4.6M | 77.2% |
| TWO SIGMA INVESTMENTS, LP | 321,412 | +106,923 | $14.4M | +$4.6M | 49.9% |
| AMERICAN CENTURY COMPANIES INC | 365,208 | +106,480 | $16.4M | +$4.5M | 41.1% |
| SEI INVESTMENTS CO | 1,177,807 | +124,145 | $52.7M | +$4.5M | 11.8% |
| Quantinno Capital Management LP | 390,153 | +90,625 | $17.5M | +$3.7M | 30.3% |
| Aberdeen Group plc | 1,151,931 | +95,161 | $51.6M | +$3.6M | 9.0% |
| WELLS FARGO & COMPANY/MN | 2,021,864 | +113,033 | $90.5M | +$3.1M | 5.9% |
| NATIONAL BANK OF CANADA /FI/ | 204,236 | +67,753 | $9.1M | +$2.9M | 49.6% |
| Allspring Global Investments Holdings, LLC | 9,277,257 | +205,618 | $419.9M | +$2.9M | 2.3% |
| Walleye Capital LLC | 105,800 | +64,200 | $4.7M | +$2.8M | 154.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 75,528 | +70,776 | $3.0M | +$2.8M | 1489.4% |
| Hudson Bay Capital Management LP | 913,137 | +80,000 | $40.9M | +$2.7M | 9.6% |
| MARTINGALE ASSET MANAGEMENT L P | 70,039 | +60,426 | $3.1M | +$2.7M | 628.6% |
| Rakuten Investment Management, Inc. | 69,606 | +59,861 | $3.1M | +$2.5M | 614.3% |
| Korea Investment CORP | 254,518 | +57,200 | $11.4M | +$2.4M | 29.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,551,152 | +31,058 | $159.0M | -$2.3M | 0.9% |
| CIBC Asset Management Inc | 188,586 | +50,473 | $8.4M | +$2.1M | 36.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,112,586 | +57,597 | $50.4M | +$2.0M | 5.5% |
| Capital International, Inc./CA/ | 623,451 | +56,680 | $27.9M | +$1.9M | 10.0% |
| Andra AP-fonden | 71,813 | +42,403 | $3.2M | +$1.9M | 144.2% |
| Legal & General Group Plc | 4,586,712 | +66,529 | $205.3M | -$1.8M | 1.5% |
| Pictet Asset Management Holding SA | 254,775 | +43,229 | $11.4M | +$1.7M | 20.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 263,443 | +33,702 | $11.8M | +$1.3M | 14.7% |
| Susquehanna Portfolio Strategies, LLC | 157,687 | +31,531 | $7.1M | +$1.3M | 25.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 85,247 | +25,571 | $3.8M | +$1.1M | 42.8% |
| RHUMBLINE ADVISERS | 1,031,542 | +125 | $46.2M | -$1.1M | 0.0% |
| State of Tennessee, Department of Treasury | 212,388 | +15,373 | $10.1M | +$1.0M | 7.8% |
| CAPTRUST FINANCIAL ADVISORS | 82,248 | +23,903 | $3.7M | +$1.0M | 41.0% |
| Callan Family Office, LLC | 27,998 | +20,675 | $1.3M | +$917.9K | 282.3% |
| ALLSTATE CORP | 40,979 | +20,936 | $1.8M | +$916.3K | 104.5% |
| Global Retirement Partners, LLC | 28,040 | +20,042 | $1.3M | +$888.9K | 250.6% |
| CREDIT AGRICOLE S A | 179,820 | +23,240 | $8.1M | +$876.0K | 14.8% |
| FIRST TRUST ADVISORS LP | 3,044,163 | +51,188 | $136.3M | -$851.0K | 1.7% |
| Woodline Partners LP | 89,232 | +20,549 | $4.0M | +$847.9K | 29.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 56,807 | +19,103 | $2.5M | +$815.6K | 50.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 132,392 | +20,348 | $5.9M | +$793.3K | 18.2% |
| GUGGENHEIM CAPITAL LLC | 283,236 | +23,559 | $12.7M | +$782.1K | 9.1% |
| Arkadios Wealth Advisors | 30,013 | +17,104 | $1.3M | +$752.2K | 132.5% |
| National Pension Service | 929,641 | +37,502 | $41.6M | +$742.2K | 4.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 97,139 | +18,339 | $4.3M | +$738.3K | 23.3% |
| Creative Planning | 109,948 | +18,446 | $4.9M | +$729.8K | 20.1% |
| Ameritas Advisory Services, LLC | 16,735 | +15,420 | $749.2K | +$689.0K | 1172.6% |
| Mirae Asset Global Investments Co., Ltd. | 86,374 | +15,909 | $3.9M | +$638.3K | 22.6% |
| Howard Capital Management Inc. | 26,723 | +13,761 | $1.2M | +$602.4K | 106.2% |
| JONES FINANCIAL COMPANIES LLLP | 46,112 | +13,336 | $2.1M | +$574.4K | 40.7% |
| Pacer Advisors, Inc. | 62,538 | +13,572 | $2.8M | +$556.2K | 27.7% |
| MACKENZIE FINANCIAL CORP | 326,414 | +18,859 | $14.6M | +$554.5K | 6.1% |
| Vise Technologies, Inc. | 28,749 | +12,759 | $1.3M | +$554.4K | 79.8% |
| MUFG Securities EMEA plc | 21,328 | +11,381 | $954.9K | +$499.1K | 114.4% |
| Magellan Asset Management Ltd | 473,459 | +21,740 | $21.2M | +$499.0K | 4.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 144,565 | +14,057 | $6.5M | +$493.8K | 10.8% |
| Investment Management Corp of Ontario | 37,129 | +11,448 | $1.7M | +$485.6K | 44.6% |
| Wealthfront Advisers LLC | 217,663 | +15,501 | $9.7M | +$481.7K | 7.7% |
| NEOS Investment Management LLC | 81,195 | +12,362 | $3.6M | +$481.2K | 17.9% |
| Concurrent Investment Advisors, LLC | 18,716 | +9,624 | $837.9K | +$421.4K | 105.8% |
| LPL Financial LLC | 1,212,290 | +18,897 | $54.3M | -$407.0K | 1.6% |
| Rockefeller Capital Management L.P. | 30,956 | +9,358 | $1.4M | +$396.3K | 43.3% |
| Stratos Wealth Partners, LTD. | 40,194 | +9,537 | $1.8M | +$394.8K | 31.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 221,254 | +13,616 | $9.9M | +$391.6K | 6.5% |
| Canada Post Corp Registered Pension Plan | 49,935 | +8,530 | $2.2M | +$355.4K | 20.6% |
| denkapparat Operations GmbH | 19,990 | +7,958 | $895.0K | +$343.6K | 66.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 73,818 | +9,407 | $3.3M | +$320.7K | 14.6% |
| Caprock Group, LLC | 11,764 | +6,906 | $526.7K | +$310.3K | 142.2% |
| Cetera Investment Advisers | 263,309 | +12,748 | $11.8M | +$307.6K | 5.1% |
| D. E. Shaw & Co., Inc. | 1,164,821 | +33,357 | $52.1M | +$305.4K | 2.9% |
| MML INVESTORS SERVICES, LLC | 110,920 | +9,137 | $5.0M | +$302.2K | 9.0% |
| US BANCORP \DE\ | 55,201 | +7,802 | $2.5M | +$299.5K | 16.5% |
| Brandywine Global Investment Management, LLC | 1,329,624 | +24,225 | $59.5M | -$286.1K | 1.9% |
| AdvisorNet Financial, Inc | 42,274 | +6,695 | $1.9M | +$262.4K | 18.8% |
| Dynasty Wealth Management, LLC | 54,614 | +6,707 | $2.4M | +$250.0K | 14.0% |
| TD Asset Management Inc | 202,548 | +149 | $9.1M | -$205.8K | 0.1% |
| Versor Investments LP | 19,900 | +4,700 | $890.9K | +$194.5K | 30.9% |
| Sequoia Financial Advisors, LLC | 48,001 | +5,262 | $2.1M | +$190.7K | 12.3% |
| Advisors Asset Management, Inc. | 52,089 | +5,339 | $2.3M | +$189.9K | 11.4% |
| Everstar Asset Management, LLC | 23,573 | +4,593 | $1.1M | +$185.4K | 24.2% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 196,581 | +601 | $8.8M | -$178.9K | 0.3% |
| Diversified Enterprises, LLC | 9,085 | +3,967 | $406.8K | +$172.2K | 77.5% |
| Millington Financial Advisors, LLC | 51,836 | +4,017 | $2.4M | +$171.1K | 8.4% |
| BALANCED WEALTH GROUP LLC | 28,261 | +271 | $1.3M | +$169.0K | 1.0% |
| Federation des caisses Desjardins du Quebec | 17,063 | +3,822 | $763.9K | +$157.2K | 28.9% |
| TRUIST FINANCIAL CORP | 277,540 | +9,787 | $12.4M | +$157.0K | 3.6% |
| QRG CAPITAL MANAGEMENT, INC. | 14,094 | +3,745 | $631.0K | +$156.8K | 36.2% |
| MIZUHO SECURITIES USA LLC | 37,856 | +7 | $1.8M | +$155.6K | 0.0% |
| FSM Wealth Advisors, LLC | 16,664 | +3,561 | $746.1K | +$145.7K | 27.2% |
| MEEDER ASSET MANAGEMENT INC | 6,996 | +3,308 | $313.2K | +$144.2K | 89.7% |
| BENJAMIN EDWARDS INC | 24,849 | +3,617 | $1.1M | +$139.6K | 17.0% |
| LMR Partners LLP | 11,255 | +3,305 | $503.9K | +$139.6K | 41.6% |
| CIBC Private Wealth Group LLC | 13,498 | +3,332 | $604.3K | +$138.5K | 32.8% |
| Berger Financial Group, Inc | 144,692 | +407 | $6.5M | -$133.3K | 0.3% |
| Leo Wealth, LLC | 55,640 | +4,152 | $2.5M | +$131.8K | 8.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20,646 | +3,330 | $924.3K | +$130.9K | 19.2% |
| Knights of Columbus Asset Advisors LLC | 106,800 | +5,170 | $4.8M | +$124.7K | 5.1% |
| Sage Mountain Advisors LLC | 7,963 | +2,902 | $356.5K | +$124.6K | 57.3% |
| Orion Porfolio Solutions, LLC | 16,722 | +3,046 | $748.7K | +$122.0K | 22.3% |
| JOURNEY STRATEGIC WEALTH LLC | 10,184 | +2,825 | $455.9K | +$118.7K | 38.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 16,940 | +2,975 | $758.4K | +$118.5K | 21.3% |
| HUNTINGTON NATIONAL BANK | 12,410 | +2,863 | $555.6K | +$118.2K | 30.0% |
| Apollon Wealth Management, LLC | 8,529 | +2,688 | $381.8K | +$114.2K | 46.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 177,887 | +6,458 | $8.0M | +$109.1K | 3.8% |
| Corient Private Wealth LLC | 55,152 | +11,097 | $1.9M | -$105.9K | 25.2% |
| First Bank & Trust | 30,223 | +2,887 | $1.4M | +$100.5K | 10.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 50,503 | +3,322 | $2.3M | +$99.2K | 7.0% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 39,053 | +3,053 | $1.7M | +$98.9K | 8.5% |
| AE Wealth Management LLC | 380,997 | +6,588 | $17.1M | -$98.2K | 1.8% |
| Farther Finance Advisors, LLC | 19,932 | +2,506 | $892.4K | +$93.9K | 14.4% |
| Czech National Bank | 137,089 | +5,106 | $6.1M | +$90.0K | 3.9% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 33,800 | +2,700 | $1.5M | +$88.2K | 8.7% |
| WHITTIER TRUST CO | 2,277 | +1,972 | $102.1K | +$88.1K | 646.5% |
| Bleakley Financial Group, LLC | 25,885 | +2,497 | $1.2M | +$87.2K | 10.7% |
| Ethic Inc. | 7,098 | +2,051 | $317.8K | +$86.5K | 40.6% |
| Kestra Advisory Services, LLC | 51,015 | +3,025 | $2.3M | +$85.0K | 6.3% |
| Norinchukin Bank, The | 34,236 | +2,627 | $1.5M | +$84.4K | 8.3% |
| BROWN BROTHERS HARRIMAN & CO | 4,419 | +1,926 | $197.8K | +$83.6K | 77.3% |
| Waverly Advisors, LLC | 11,964 | +1,982 | $535.6K | +$78.3K | 19.9% |
| Meeder Advisory Services, Inc. | 9,617 | +1,922 | $430.6K | +$78.0K | 25.0% |
| Tidal Investments LLC | 10,964 | +1,935 | $490.9K | +$77.1K | 21.4% |
| Beacon Pointe Advisors, LLC | 7,730 | +1,858 | $346.1K | +$77.0K | 31.6% |
| Horizon Investment Services, LLC | 6,195 | +1,811 | $277.4K | +$76.5K | 41.3% |
| San Luis Wealth Advisors LLC | 19,503 | +2,110 | $873.2K | +$76.2K | 12.1% |
| Steward Partners Investment Advisory, LLC | 30,889 | +2,266 | $1.4M | +$71.4K | 7.9% |
| XPONANCE, INC. | 92,127 | +3,664 | $4.1M | +$71.2K | 4.1% |
| WESBANCO BANK INC | 9,192 | +1,734 | $411.5K | +$69.8K | 23.3% |
| Stablepoint Partners, LLC | 133,023 | +1,562 | $6.0M | -$68.1K | 1.2% |
| ASSETMARK, INC | 56,808 | +2,777 | $2.5M | +$67.6K | 5.1% |
| Kingsview Wealth Management, LLC | 6,198 | +1,590 | $277.5K | +$66.3K | 34.5% |
| Tredje AP-fonden | 117,635 | +4,112 | $5.3M | +$64.9K | 3.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,738 | +1,699 | $659.8K | +$62.4K | 13.0% |
| Hilltop Holdings Inc. | 6,453 | +1,505 | $288.9K | +$62.2K | 30.4% |
| World Investment Advisors | 12,358 | +1,211 | $449.8K | -$60.9K | 10.9% |
| Raleigh Capital Management Inc. | 38,305 | +2,204 | $1.7M | +$60.7K | 6.1% |
| Code Waechter LLC | 10,628 | +1,854 | $475.8K | +$58.8K | 21.1% |
| MACQUARIE GROUP LTD | 363,445 | +7,056 | $16.3M | -$58.3K | 2.0% |
| SYON CAPITAL LLC | 8,075 | +1,427 | $361.5K | +$56.9K | 21.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 59,519 | +130 | $2.7M | -$56.5K | 0.2% |
| Rafferty Asset Management, LLC | 57,252 | +2,539 | $2.6M | +$56.2K | 4.6% |
| OPPENHEIMER & CO INC | 13,546 | +1,404 | $606.5K | +$50.1K | 11.6% |
| ALPS ADVISORS INC | 592,645 | +12,509 | $26.5M | -$49.1K | 2.1% |
| Sound Income Strategies, LLC | 1,244 | +965 | $58.9K | +$45.9K | 345.9% |
| Wilmington Savings Fund Society, FSB | 73,737 | +734 | $3.3M | -$43.8K | 1.0% |
| MJT & Associates Financial Advisory Group, Inc. | 2,000 | +1,000 | $89.5K | +$43.7K | 100.0% |
| GREENLEAF TRUST | 10,729 | +1,139 | $480.3K | +$40.9K | 11.9% |
| Smartleaf Asset Management LLC | 4,650 | +917 | $209.1K | +$39.5K | 24.6% |
| United Asset Strategies, Inc. | 40,175 | +74 | $1.8M | -$38.8K | 0.2% |
| SG Americas Securities, LLC | 871,476 | +843,236 | $39.0K | +$37.7K | 2986.0% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 71,333 | +825 | $3.2M | -$37.1K | 1.2% |
| HB Wealth Management, LLC | 13,601 | +1,079 | $609.0K | +$35.2K | 8.6% |
| Simplicity Wealth,LLC | 6,616 | +913 | $296.2K | +$34.9K | 16.0% |
| Fulton Bank, N.A. | 56,614 | +537 | $2.5M | -$34.8K | 0.9% |
| Everhart Financial Group, Inc. | 12,683 | +1,024 | $567.8K | +$33.6K | 8.8% |
| TIAA TRUST, NATIONAL ASSOCIATION | 5,403 | +852 | $241.9K | +$33.4K | 18.7% |
| Envestnet Portfolio Solutions, Inc. | 58,740 | +654 | $2.6M | -$31.7K | 1.1% |
| GAMMA Investing LLC | 15,353 | +1,021 | $687.4K | +$30.7K | 7.1% |
| Retirement Planning Group, LLC | 11,163 | +911 | $499.8K | +$30.0K | 8.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 70,542 | +982 | $3.2M | -$29.1K | 1.4% |
| BLAIR WILLIAM & CO/IL | 9,048 | +830 | $405.1K | +$28.5K | 10.1% |
| GoalVest Advisory LLC | 1,091 | +646 | $48.8K | +$28.5K | 145.2% |
| Clearstead Advisors, LLC | 4,597 | +714 | $205.8K | +$27.9K | 18.4% |
| ATLANTIC FAMILY WEALTH, LLC | 5,643 | +722 | $252.6K | +$27.2K | 14.7% |
| Navalign, LLC | 23,207 | +1,116 | $1.0M | +$26.8K | 5.0% |
| FRANKLIN RESOURCES INC | 3,496,817 | +79,554 | $156.6M | -$26.5K | 2.3% |
| Fortis Group Advisors, LLC | 8,115 | +300 | $384.1K | +$26.0K | 3.8% |
| Quest 10 Wealth Builders, Inc. | 766 | +515 | $34.3K | +$23.5K | 205.2% |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 26,000 | +5,200 | $26.0K | +$23.4K | 25.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 17,618 | +905 | $788.8K | +$23.0K | 5.4% |
| WEALTH ALLIANCE, LLC | 27,617 | +141 | $1.2M | -$22.5K | 0.5% |
| Snowden Capital Advisors LLC | 17,324 | +886 | $775.6K | +$22.4K | 5.4% |
| Cornerstone Wealth Group, LLC | 106,549 | +1,958 | $4.8M | -$22.2K | 1.9% |
| Advisory Services Network, LLC | 40,487 | +478 | $1.8M | -$20.6K | 1.2% |
| Jackson Hole Capital Partners, LLC | 90,036 | +1,615 | $4.0M | -$20.5K | 1.8% |
| Verdence Capital Advisors LLC | 28,803 | +598 | $1.3M | -$20.3K | 2.1% |
| Argent Trust Co | 15,118 | +787 | $676.8K | +$20.2K | 5.5% |
| Baird Financial Group, Inc. | 10,180 | +642 | $455.8K | +$18.7K | 6.7% |
| Capital Investment Advisors, LLC | 8,241 | +594 | $368.9K | +$18.6K | 7.8% |
| Ascent Group, LLC | 44,569 | +1,422 | $2.0M | +$18.4K | 3.3% |
| &PARTNERS | 81,629 | +2,359 | $3.7M | +$18.3K | 3.0% |
| Compound Planning, Inc. | 5,058 | +513 | $226.4K | +$18.2K | 11.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14,938 | +725 | $668.7K | +$18.0K | 5.1% |
| Prosperity Consulting Group, LLC | 21,835 | +124 | $977.6K | -$17.2K | 0.6% |
| Versant Capital Management, Inc | 1,426 | +406 | $63.8K | +$17.1K | 39.8% |
| CCM INVESTMENT ADVISERS LLC | 304,484 | +7,350 | $13.6M | +$17.1K | 2.5% |
| Valeo Financial Advisors, LLC | 7,051 | +533 | $315.7K | +$17.0K | 8.2% |
| Chicago Partners Investment Group LLC | 10,237 | +277 | $476.6K | +$16.9K | 2.8% |
| PRINCIPAL FINANCIAL GROUP INC | 631,985 | +14,121 | $28.3M | -$16.6K | 2.3% |
| DAYMARK WEALTH PARTNERS, LLC | 71,427 | +1,284 | $3.2M | -$16.2K | 1.8% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 16,612 | +50 | $743.7K | -$15.2K | 0.3% |
| HighPoint Advisor Group LLC | 18,370 | +101 | $822.4K | -$14.7K | 0.6% |
| Allianz Asset Management GmbH | 7,160 | +473 | $320.6K | +$14.2K | 7.1% |
| Lantz Financial LLC | 7,385 | +467 | $330.6K | +$13.6K | 6.8% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,639 | +1,906 | $3.2M | +$13.2K | 2.8% |
| Colonial Trust Co / SC | 1,383 | +318 | $61.9K | +$13.1K | 29.9% |
| STRS OHIO | 13,144 | +23 | $588.5K | -$12.7K | 0.2% |
| J.W. COLE ADVISORS, INC. | 16,972 | +693 | $758.3K | +$12.4K | 4.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6,771 | +416 | $303.1K | +$12.0K | 6.5% |
| Ancora Advisors LLC | 2,075 | +306 | $92.9K | +$11.8K | 17.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 31,241 | +795 | $1.4M | +$11.3K | 2.6% |
| JANUS HENDERSON GROUP PLC | 34,575 | +1,036 | $1.5M | +$11.2K | 3.1% |
| Advisors Capital Management, LLC | 5,888 | +376 | $263.6K | +$11.1K | 6.8% |
| Private Advisor Group, LLC | 18,303 | +178 | $819.4K | -$11.0K | 1.0% |
| Empowered Funds, LLC | 13,901 | +79 | $622.3K | -$11.0K | 0.6% |
| Salomon & Ludwin, LLC | 1,149 | +266 | $51.5K | +$10.9K | 30.1% |
| Pathstone Holdings, LLC | 40,003 | +680 | $1.8M | -$10.9K | 1.7% |
| Battery Global Advisors, LLC | 239 | +214 | $11.3K | +$10.1K | 856.0% |
| JOHNSON INVESTMENT COUNSEL INC | 9,391 | +3 | $420.4K | -$9.7K | 0.0% |
| HBK Sorce Advisory LLC | 11,610 | +459 | $541.4K | +$9.6K | 4.1% |
| Welch Group, LLC | 10,365 | +29 | $464.0K | -$9.6K | 0.3% |
| Moors & Cabot, Inc. | 13,714 | +107 | $614.0K | -$9.5K | 0.8% |
| TRANSCEND CAPITAL ADVISORS, LLC | 4,986 | +315 | $223.2K | +$9.2K | 6.7% |
| MGO ONE SEVEN LLC | 26,754 | +416 | $1.2M | -$9.1K | 1.6% |
| Bayforest Capital Ltd | 293 | +204 | $13.1K | +$9.0K | 229.2% |
| Bedel Financial Consulting, Inc. | 8,413 | +8 | $376.7K | -$8.5K | 0.1% |
| Quent Capital, LLC | 1,238 | +213 | $55.4K | +$8.5K | 20.8% |
| Annis Gardner Whiting Capital Advisors, LLC | 277 | +188 | $12.4K | +$8.3K | 211.2% |
| Mystic Asset Management, Inc. | 7,167 | +1 | $320.9K | -$7.5K | 0.0% |
| Essex Financial Services, Inc. | 7,040 | +8 | $315.2K | -$7.0K | 0.1% |
| Wedmont Private Capital | 7,871 | +164 | $350.7K | -$7.0K | 2.1% |
| MAI Capital Management | 8,357 | +337 | $374.2K | +$6.7K | 4.2% |
| Legacy Financial Advisors, Inc. | 7,781 | +43 | $348.4K | -$6.2K | 0.6% |
| State of Wyoming | 700 | +147 | $31.3K | +$6.0K | 26.6% |
| Allegheny Financial Group | 5,974 | +7 | $267.5K | -$6.0K | 0.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,857 | +9 | $262.2K | -$5.7K | 0.1% |
| Breakwater Capital Group | 8,859 | +80 | $396.6K | -$5.6K | 0.9% |
| Gladstone Institutional Advisory LLC | 5,289 | +4 | $236.8K | -$5.4K | 0.1% |
| SIGNATUREFD, LLC | 5,181 | +235 | $232.0K | +$5.3K | 4.8% |
| Dorsey & Whitney Trust CO LLC | 4,677 | +223 | $209.4K | +$5.3K | 5.0% |
| Centennial Wealth Advisory LLC | 13,047 | +412 | $584.1K | +$5.2K | 3.3% |
| Turning Point Benefit Group, Inc. | 123 | +113 | $5.5K | +$5.0K | 1130.0% |
| Midwest Trust Co | 54,507 | +1,358 | $2.4M | +$5.0K | 2.5% |
| Onyx Bridge Wealth Group LLC | 4,759 | +2 | $213.1K | -$4.9K | 0.0% |
| Lido Advisors, LLC | 11,021 | +127 | $504.1K | +$4.8K | 1.2% |
| Csenge Advisory Group | 12,387 | +179 | $554.6K | -$4.8K | 1.5% |
| HARBOUR INVESTMENTS, INC. | 10,345 | +134 | $463.2K | -$4.7K | 1.3% |
| Prime Capital Investment Advisors, LLC | 5,316 | +25 | $238.0K | -$4.5K | 0.5% |
| OLD REPUBLIC INTERNATIONAL CORP | 631,500 | +110,000 | $28.3K | +$4.4K | 21.1% |
| Parallel Advisors, LLC | 5,381 | +213 | $240.9K | +$4.1K | 4.1% |
| LWM Advisory Services, LLC | 11,910 | +193 | $533.2K | -$3.9K | 1.6% |
| Elevated Capital Advisors, LLC | 14,999 | +427 | $671.5K | +$3.8K | 2.9% |
| UMB Bank, n.a. | 1,874 | +123 | $83.9K | +$3.7K | 7.0% |
| Fourth Dimension Wealth, LLC | 280 | +85 | $12.5K | +$3.6K | 43.6% |
| Waterloo Capital, L.P. | 56,875 | +1,382 | $2.5M | +$3.6K | 2.5% |
| Crossmark Global Holdings, Inc. | 23,198 | +455 | $1.0M | -$3.5K | 2.0% |
| Parkside Financial Bank & Trust | 1,227 | +104 | $54.9K | +$3.5K | 9.3% |
| Linden Thomas Advisory Services, LLC | 41,919 | +1,036 | $1.9M | +$3.5K | 2.5% |
| Checchi Capital Advisers, LLC | 5,722 | +56 | $256.2K | -$3.4K | 1.0% |
| N.E.W. Advisory Services LLC | 138 | +78 | $6.2K | +$3.4K | 130.0% |
| Curi Capital, LLC | 4,945 | +180 | $221.4K | +$3.1K | 3.8% |
| Vanguard Personalized Indexing Management, LLC | 65,424 | +1,600 | $2.9M | +$2.9K | 2.5% |
| Roxbury Financial LLC | 3,218 | +10 | $144.1K | -$2.9K | 0.3% |
| Cornerstone Planning Group LLC | 911 | +39 | $43.2K | +$2.9K | 4.5% |
| CYBER HORNET ETFs LLC | 1,482 | +85 | $66.3K | +$2.3K | 6.1% |
| Barnes Dennig Private Wealth Management LLC | 171 | +52 | $7.7K | +$2.2K | 43.7% |
| Merit Financial Group, LLC | 42,202 | +1,012 | $1.9M | +$2.1K | 2.5% |
| First Commonwealth Financial Corp /PA/ | 4,833 | +66 | $216.4K | -$2.0K | 1.4% |
| Sunpointe, LLC | 4,688 | +63 | $209.9K | -$2.0K | 1.4% |
| Fifth Third Wealth Advisors LLC | 5,751 | +88 | $257.5K | -$2.0K | 1.6% |
| FIFTH THIRD BANCORP | 40,086 | +961 | $1.8M | +$1.9K | 2.5% |
| MATHER GROUP, LLC. | 5,162 | +77 | $231.1K | -$1.9K | 1.5% |
| North Star Investment Management Corp. | 1,066 | +66 | $47.7K | +$1.9K | 6.6% |
| ROTHSCHILD INVESTMENT LLC | 826 | +60 | $37.0K | +$1.9K | 7.8% |
| PRIVATE TRUST CO NA | 4,377 | +141 | $196.0K | +$1.9K | 3.3% |
| Global X Japan Co., Ltd. | 224 | +45 | $10.0K | +$1.8K | 25.1% |
| Physician Wealth Advisors, Inc. | 236 | +45 | $10.6K | +$1.8K | 23.6% |
| a16z Perennial Management, L.P. | 4,496 | +64 | $201.3K | -$1.8K | 1.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 6,412 | +182 | $287.1K | +$1.6K | 2.9% |
| INTRUST BANK NA | 9,089 | +243 | $406.9K | +$1.6K | 2.7% |
| ARMSTRONG ADVISORY GROUP, INC | 1,636 | +3 | $73.3K | -$1.6K | 0.2% |
| Vestcor Inc | 53,854 | +35,595 | $2.4K | +$1.6K | 194.9% |
| CENTRAL TRUST Co | 2,509 | +24 | $112.3K | -$1.5K | 1.0% |
| DAVENPORT & Co LLC | 97,429 | +2,200 | $4.4M | -$1.5K | 2.3% |
| TOMPKINS FINANCIAL CORP | 562 | +45 | $25.2K | +$1.5K | 8.7% |
| Stone House Investment Management, LLC | 2,232 | +20 | $99.9K | -$1.4K | 0.9% |
| Root Financial Partners, LLC | 494 | +40 | $22.1K | +$1.3K | 8.8% |
| LORD, ABBETT & CO. LLC | 1,240,112 | +54,890 | $55.5K | +$1.2K | 4.6% |
| Wealth Watch Advisors, INC | 28 | +27 | $1.3K | +$1.2K | 2700.0% |
| Bay Harbor Wealth Management, LLC | 53 | +22 | $2.4K | +$952 | 71.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,393 | +15,975 | $735 | +$716 | 3821.8% |
| Sachetta, LLC | 1,019 | +9 | $45.6K | -$667 | 0.9% |
| SJS Investment Consulting Inc. | 715 | +2 | $32.0K | -$663 | 0.3% |
| Cedar Mountain Advisors, LLC | 946 | +8 | $42.4K | -$616 | 0.8% |
| Aspect Partners, LLC | 30 | +14 | $1.3K | +$610 | 87.5% |
| Independence Bank of Kentucky | 1,739 | +29 | $77.9K | -$497 | 1.7% |
| SBI Securities Co., Ltd. | 837 | +9 | $37.5K | -$467 | 1.1% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 399,471 | +968 | $17.9K | -$375 | 0.2% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 6,108 | +148 | $273.5K | +$353 | 2.5% |
| Midwest Capital Advisors, LLC | 544 | +6 | $24.3K | -$337 | 1.1% |
| Compass Financial Services Inc | 468 | +4 | $21.0K | -$292 | 0.9% |
| KERR FINANCIAL PLANNING Corp | 270 | +2 | $12.7K | +$280 | 0.7% |
| CWM, LLC | 23,320 | +6,064 | $1.0K | +$253 | 35.1% |
| Bare Financial Services, Inc | 69 | +7 | $3.1K | +$248 | 11.3% |
| Activest Wealth Management | 32 | +6 | $1.4K | +$242 | 23.1% |
| SOUTH PLAINS FINANCIAL, INC. | 517 | +17 | $23.1K | +$241 | 3.4% |
| Dunhill Financial, LLC | 52 | +7 | $2.3K | +$233 | 15.6% |
| Glenview Trust co | 16,144 | +375 | $722.8K | +$231 | 2.4% |
| Redwood Park Advisors LLC | 300 | +3 | $13.4K | -$189 | 1.0% |
| JFS WEALTH ADVISORS, LLC | 4,273 | +102 | $191.3K | +$187 | 2.4% |
| Richard W. Paul & Associates, LLC | 437 | +6 | $19.6K | -$184 | 1.4% |
| Smithfield Trust Co | 13,899 | +4,050 | $623 | +$173 | 41.1% |
| PARK AVENUE SECURITIES LLC | 44,745 | +4,397 | $2.0K | +$154 | 10.9% |
| Janney Montgomery Scott LLC | 139,034 | +6,114 | $6.2K | +$135 | 4.6% |
| VAN ECK ASSOCIATES CORP | 347,940 | +5,059 | $15.6K | -$134 | 1.5% |
| American Capital Advisory, LLC | 10 | +3 | $448 | +$127 | 42.9% |
| ORG Partners LLC | 292 | +4 | $13.1K | -$124 | 1.4% |
| Aptus Capital Advisors, LLC | 5,274 | +123 | $236.1K | +$98 | 2.4% |
| Hughes Financial Services, LLC | 42 | +3 | $1.9K | +$81 | 7.7% |
| MB, LEVIS & ASSOCIATES, LLC | 91 | +1 | $4.1K | -$57 | 1.1% |
| EASTERN BANK | 210 | +6 | $9.4K | +$55 | 2.9% |
| Daiwa Securities Group Inc. | 86,568 | +2,987 | $3.9K | +$46 | 3.6% |
| HANTZ FINANCIAL SERVICES, INC. | 4,555 | +813 | $204 | +$33 | 21.7% |
| CX Institutional | 6,718 | +535 | $301 | +$18 | 8.7% |
| Thrivent Financial for Lutherans | 47,038 | +1,388 | $2.1K | +$15 | 3.0% |
| WEDBUSH SECURITIES INC | 6,324 | +175 | $283 | +$1 | 2.8% |
| HAZLETT, BURT & WATSON, INC. | 2,005 | +12 | $89 | -$1 | 0.6% |
| Harel Insurance Investments & Financial Services Ltd. | 630 | +30 | $28 | +$1 | 5.0% |
| Avion Wealth | 147 | +22 | $6 | +$1 | 17.6% |
| GW&K Investment Management, LLC | 322 | +11 | $14 | $0 | 3.5% |
| VALLEY NATIONAL ADVISERS INC | 29 | +7 | $1 | $0 | 31.8% |