13F QoQ Ownership Changes
FERG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 139 new · 299 added · 456 reduced · 107 exited
New Positions(139)
Added To(299)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 9,366,465 | +5,631,554 | $2.09B | +$1.25B | 150.8% |
| Cantillon Capital Management LLC | 6,010,863 | +4,040,972 | $1.20B | +$762.0M | 205.1% |
| London & Capital Asset Management Ltd | 1,774,180 | +1,552,994 | $395.0M | +$345.3M | 702.1% |
| FMR LLC | 7,021,008 | +1,458,477 | $1.57B | +$317.8M | 26.2% |
| Durable Capital Partners LP | 1,561,342 | +472,372 | $347.6M | +$103.0M | 43.4% |
| Point72 Asset Management, L.P. | 771,274 | +417,101 | $171.7M | +$92.2M | 117.8% |
| JANUS HENDERSON GROUP PLC | 5,981,791 | +434,650 | $1.33B | +$85.7M | 7.8% |
| Clearbridge Investments, LLC | 554,575 | +382,080 | $123.5M | +$84.7M | 221.5% |
| Bank Julius Baer & Co. Ltd, Zurich | 377,325 | +348,367 | $84.3M | +$77.8M | 1203.0% |
| JPMORGAN CHASE & CO | 873,792 | +352,545 | $194.5M | +$77.5M | 67.6% |
| Raiffeisen Bank International AG | 522,759 | +522,610 | $69.1M | +$69.1M | 350745.0% |
| NORTHERN TRUST CORP | 1,702,361 | +304,982 | $379.0M | +$65.2M | 21.8% |
| Munich Reinsurance Co Stock Corp in Munich | 316,230 | +277,990 | $71.3M | +$62.8M | 727.0% |
| Southpoint Capital Advisors LP | 600,000 | +200,000 | $133.6M | +$43.7M | 50.0% |
| MBB PUBLIC MARKETS I LLC | 467,772 | +175,000 | $104.1M | +$38.4M | 59.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 889,472 | +177,381 | $198.0M | +$38.1M | 24.9% |
| CANADA PENSION PLAN INVESTMENT BOARD | 426,939 | +154,800 | $95.0M | +$33.9M | 56.9% |
| Freestone Grove Partners LP | 143,977 | +142,157 | $32.1M | +$31.6M | 7810.8% |
| Holocene Advisors, LP | 725,658 | +143,113 | $161.6M | +$30.7M | 24.6% |
| Caisse de depot et placement du Quebec | 149,100 | +132,990 | $33.2M | +$29.6M | 825.5% |
| BANK OF AMERICA CORP /DE/ | 717,140 | +122,799 | $159.7M | +$26.2M | 20.7% |
| SEI INVESTMENTS CO | 298,208 | +107,229 | $66.4M | +$23.5M | 56.1% |
| Russell Investments Group, Ltd. | 182,798 | +95,612 | $40.7M | +$21.1M | 109.7% |
| MARSHALL WACE, LLP | 695,456 | +83,412 | $154.8M | +$17.4M | 13.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 420,109 | +78,455 | $93.5M | +$16.8M | 23.0% |
| DEUTSCHE BANK AG\ | 660,862 | +72,616 | $147.1M | +$15.0M | 12.3% |
| FIL Ltd | 185,530 | +68,262 | $41.3M | +$15.0M | 58.2% |
| VANGUARD GROUP INC | 19,418,334 | +102,850 | $4.32B | -$14.8M | 0.5% |
| WINTON GROUP Ltd | 69,098 | +64,748 | $15.4M | +$14.4M | 1488.5% |
| Manchester Global Management (UK) Ltd | 275,616 | +65,467 | $61.4M | +$14.2M | 31.1% |
| Jain Global LLC | 97,556 | +58,025 | $21.7M | +$12.8M | 146.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 831,113 | +49,894 | $185.0M | +$9.6M | 6.4% |
| IFM Investors Pty Ltd | 41,848 | +801 | $9.3K | -$9.3M | 1.9% |
| Bridgewater Associates, LP | 51,435 | +35,058 | $11.5M | +$7.8M | 214.1% |
| Allspring Global Investments Holdings, LLC | 30,287 | +29,180 | $6.8M | +$6.6M | 2635.9% |
| DUDLEY & SHANLEY, INC. | 104,175 | +28,675 | $23.2M | +$6.2M | 38.0% |
| FORSTA AP-FONDEN | 71,900 | +28,000 | $16.0M | +$6.1M | 63.8% |
| ASSETMARK, INC | 30,564 | +26,531 | $6.8M | +$5.9M | 657.8% |
| First Eagle Investment Management, LLC | 629,445 | +30,216 | $140.1M | +$5.6M | 5.0% |
| Andra AP-fonden | 73,300 | +25,300 | $16.3M | +$5.5M | 52.7% |
| STATE STREET CORP | 4,516,764 | +79,296 | $1.01B | +$5.4M | 1.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,382,738 | +4,763 | $750.8M | -$5.4M | 0.1% |
| Mitsubishi UFJ Trust & Banking Corp | 129,213 | +24,528 | $28.8M | +$5.3M | 23.4% |
| CITIGROUP INC | 171,933 | +24,078 | $38.3M | +$5.1M | 16.3% |
| Avanza Fonder AB | 41,254 | +22,903 | $9.2M | +$5.1M | 124.8% |
| Alyeska Investment Group, L.P. | 62,680 | +19,911 | $14.0M | +$4.3M | 46.5% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 153,941 | +19,673 | $34.3M | +$4.1M | 14.7% |
| M&T Bank Corp | 24,859 | +18,346 | $5.5M | +$4.1M | 281.7% |
| MOODY LYNN & LIEBERSON, LLC | 74,780 | +17,570 | $16.6M | +$3.8M | 30.7% |
| Markel Group Inc. | 163,500 | +16,500 | $36.4M | +$3.4M | 11.2% |
| STRS OHIO | 19,576 | +14,945 | $4.4M | +$3.3M | 322.7% |
| D.A. DAVIDSON & CO. | 30,983 | +14,644 | $6.9M | +$3.2M | 89.6% |
| California Public Employees Retirement System | 663,843 | +18,964 | $147.8M | +$3.0M | 2.9% |
| FRANKLIN RESOURCES INC | 4,393,603 | +25,785 | $978.0M | -$3.0M | 0.6% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,190 | +13,122 | $4.3M | +$2.9M | 216.2% |
| US BANCORP \DE\ | 21,556 | +13,076 | $4.8M | +$2.9M | 154.2% |
| Canal Capital Management, LLC | 75,091 | +1,045 | $16.8M | +$2.8M | 1.4% |
| Walleye Trading LLC | 21,342 | +12,151 | $4.8M | +$2.7M | 132.2% |
| VICTORY CAPITAL MANAGEMENT INC | 327,209 | +14,286 | $72.8M | +$2.6M | 4.6% |
| Blackstone Inc. | 15,059 | +10,678 | $3.4M | +$2.4M | 243.7% |
| MACKENZIE FINANCIAL CORP | 49,009 | +9,552 | $11.0M | +$2.2M | 24.2% |
| Vident Advisory, LLC | 114,003 | +10,370 | $25.4M | +$2.1M | 10.0% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 15,806 | +9,506 | $3.5M | +$2.1M | 150.9% |
| EQUITABLE TRUST CO | 10,526 | +9,409 | $2.3M | +$2.1M | 842.3% |
| Banque Cantonale Vaudoise | 9,358 | +3,137 | $2.1M | +$2.1M | 50.4% |
| DANSKE BANK A/S | 102,138 | +10,135 | $22.7M | +$2.1M | 11.0% |
| Investment Management Corp of Ontario | 18,585 | +9,371 | $4.1M | +$2.1M | 101.7% |
| Illinois Municipal Retirement Fund | 64,342 | +9,697 | $14.3M | +$2.1M | 17.7% |
| Asset Advisors Investment Management, LLC | 15,982 | +9,162 | $3.6M | +$2.0M | 134.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,602 | +1,637 | $1.9M | +$1.9M | 23.5% |
| ALLSTATE CORP | 15,656 | +8,197 | $3.5M | +$1.8M | 109.9% |
| ASR Vermogensbeheer N.V. | 9,915 | +7,964 | $2.2M | +$1.8M | 408.2% |
| AVIVA PLC | 176,759 | +9,185 | $39.4M | +$1.7M | 5.5% |
| Robeco Institutional Asset Management B.V. | 30,943 | +7,795 | $6.9M | +$1.7M | 33.7% |
| MAVERICK CAPITAL LTD | 22,114 | +7,380 | $4.9M | +$1.6M | 50.1% |
| COMMERCE BANK | 10,029 | +7,206 | $2.2M | +$1.6M | 255.3% |
| Empowered Funds, LLC | 23,313 | +7,315 | $5.2M | +$1.6M | 45.7% |
| CI INVESTMENTS INC. | 7,040 | +1,186 | $1.6M | +$1.6M | 20.3% |
| Fiera Capital Corp | 31,727 | +6,672 | $7.1M | +$1.4M | 26.6% |
| Pathstone Holdings, LLC | 32,687 | +6,690 | $7.3M | +$1.4M | 25.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 39,800 | +6,500 | $8.9M | +$1.4M | 19.5% |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,676 | +8,176 | $1.7M | +$1.4M | 545.1% |
| PNC Financial Services Group, Inc. | 10,952 | +5,828 | $2.4M | +$1.3M | 113.7% |
| HighTower Advisors, LLC | 21,473 | +5,840 | $4.8M | +$1.3M | 37.4% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 34,293 | +5,827 | $7.6M | +$1.2M | 20.5% |
| Korea Investment CORP | 143,928 | +6,765 | $32.0M | +$1.2M | 4.9% |
| Headlands Technologies LLC | 9,233 | +5,309 | $2.1M | +$1.2M | 135.3% |
| QRG CAPITAL MANAGEMENT, INC. | 17,714 | +4,694 | $3.9M | +$1.0M | 36.0% |
| Union Bancaire Privee, UBP SA | 7,925 | +5,697 | $1.4M | +$969.6K | 255.7% |
| Snowden Capital Advisors LLC | 8,847 | +4,232 | $2.0M | +$929.4K | 91.7% |
| Alpine Global Management, LLC | 6,318 | +4,041 | $1.4M | +$895.2K | 177.5% |
| BENJAMIN EDWARDS INC | 5,718 | +3,957 | $1.3M | +$877.5K | 224.7% |
| Crossmark Global Holdings, Inc. | 6,892 | +3,838 | $1.5M | +$848.5K | 125.7% |
| INSPIRE TRUST CO, N.A. | 29,000 | +4,000 | $6.5M | +$841.8K | 16.0% |
| Aberdeen Group plc | 208,439 | +4,832 | $46.4M | +$820.2K | 2.4% |
| CREDIT AGRICOLE S A | 22,296 | +3,746 | $5.0M | +$797.8K | 20.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 27,624 | +3,382 | $6.1M | +$705.7K | 13.9% |
| CHOREO, LLC | 6,099 | +3,069 | $1.4M | +$695.2K | 101.3% |
| MML INVESTORS SERVICES, LLC | 33,978 | +3,345 | $7.6M | +$685.2K | 10.9% |
| Triavera Capital LLC | 45,988 | +3,321 | $10.2M | +$656.2K | 7.8% |
| Skye Global Management LP | 132,000 | +4,000 | $29.4M | +$640.9K | 3.1% |
| Qsemble Capital Management, LP | 26,948 | +3,073 | $6.0M | +$637.6K | 12.9% |
| FOX RUN MANAGEMENT, L.L.C. | 6,118 | +2,729 | $1.4M | +$600.9K | 80.5% |
| Dana Investment Advisors, Inc. | 36,603 | +2,962 | $8.1M | +$593.8K | 8.8% |
| Jump Financial, LLC | 7,249 | +2,648 | $1.6M | +$580.6K | 57.5% |
| NATIONAL BANK OF CANADA /FI/ | 6,127 | +2,552 | $1.4M | +$560.3K | 71.4% |
| Elo Mutual Pension Insurance Co | 32,542 | +2,770 | $7.2M | +$558.6K | 9.3% |
| &PARTNERS | 12,756 | +2,556 | $2.8M | +$555.6K | 25.1% |
| Sequoia Financial Advisors, LLC | 7,052 | +2,497 | $1.6M | +$547.0K | 54.8% |
| Stenham Asset Management (UK) Plc | 20,200 | +2,600 | $4.5M | +$544.5K | 14.8% |
| NEUBERGER BERMAN GROUP LLC | 23,589 | +2,523 | $5.3M | +$524.9K | 12.0% |
| NISA INVESTMENT ADVISORS, LLC | 2,479 | +2,274 | $551.9K | +$505.7K | 1109.3% |
| Capital Research Global Investors | 1,733,986 | +12,822 | $386.0M | -$501.7K | 0.7% |
| COMGEST GLOBAL INVESTORS S.A.S. | 71,672 | +2,789 | $16.0M | +$486.6K | 4.0% |
| Rockefeller Capital Management L.P. | 4,815 | +2,196 | $1.1M | +$484.6K | 83.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 206,885 | +1,645 | $46.6M | +$483.9K | 0.8% |
| Siemens Fonds Invest GmbH | 6,298 | +1,867 | $1.4M | +$425.5K | 42.1% |
| GFI Investment Counsel Ltd. | 287,873 | +4,363 | $64.1M | +$418.5K | 1.5% |
| Meixler Investment Management, Ltd. | 2,968 | +1,879 | $660.8K | +$416.2K | 172.5% |
| SATURNA CAPITAL CORP | 239,074 | +271 | $53.2M | -$405.3K | 0.1% |
| MACQUARIE GROUP LTD | 24,919 | +1,994 | $5.5M | +$399.2K | 8.7% |
| MAKENA CAPITAL MANAGEMENT LLC | 87,063 | +2,495 | $19.4M | +$390.6K | 3.0% |
| Cetera Investment Advisers | 29,827 | +1,992 | $6.6M | +$389.4K | 7.2% |
| INTECH INVESTMENT MANAGEMENT LLC | 8,866 | +1,739 | $2.0M | +$373.3K | 24.4% |
| Bridgefront Capital, LLC | 8,091 | +1,592 | $1.8M | +$341.8K | 24.5% |
| HOWARD BAILEY SECURITIES, LLC | 2,540 | +1,551 | $560.0K | +$337.9K | 156.8% |
| LBP AM SA | 3,519 | +1,523 | $783.4K | +$335.2K | 76.3% |
| XTX Topco Ltd | 9,563 | +1,555 | $2.1M | +$330.6K | 19.4% |
| Callan Family Office, LLC | 5,355 | +1,501 | $1.2M | +$326.7K | 38.9% |
| Envestnet Portfolio Solutions, Inc. | 5,620 | +1,501 | $1.3M | +$326.2K | 36.4% |
| Zhang Financial LLC | 33,468 | +1,734 | $7.5M | +$324.2K | 5.5% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 3,299 | +1,462 | $734.5K | +$321.9K | 79.6% |
| Focus Partners Wealth | 7,857 | +1,345 | $1.7M | +$296.9K | 20.6% |
| OSSIAM | 5,312 | +1,253 | $1.2M | +$271.0K | 30.9% |
| TWINBEECH CAPITAL LP | 2,475 | +1,190 | $551.0K | +$262.4K | 92.6% |
| B. Metzler seel. Sohn & Co. AG | 23,414 | +1,279 | $5.2M | +$259.9K | 5.8% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,317 | +1,184 | $738.4K | +$259.3K | 55.5% |
| DNB Asset Management AS | 76,469 | +1,795 | $17.0M | +$254.0K | 2.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 70,020 | +1,734 | $15.6M | +$252.9K | 2.5% |
| Live Oak Private Wealth LLC | 18,347 | +1,253 | $4.1M | +$245.6K | 7.3% |
| MARTINGALE ASSET MANAGEMENT L P | 9,912 | +1,166 | $2.2M | +$242.5K | 13.3% |
| LifeWealth Investments, LLC | 2,418 | +1,101 | $535.4K | +$239.7K | 83.6% |
| Cerity Partners LLC | 34,003 | +1,271 | $7.6M | +$219.0K | 3.9% |
| Krilogy Financial LLC | 2,829 | +813 | $720.0K | +$218.0K | 40.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,217 | +1,072 | $3.8M | +$206.9K | 6.6% |
| Pembroke Management, LTD | 3,416 | +865 | $760.5K | +$187.6K | 33.9% |
| CIBC WORLD MARKET INC. | 13,274 | +946 | $3.0M | +$186.6K | 7.7% |
| Polymer Capital Management (US) LLC | 4,810 | +838 | $1.1M | +$178.8K | 21.1% |
| Candriam S.C.A. | 63,173 | +1,291 | $14.1M | +$168.2K | 2.1% |
| Global Retirement Partners, LLC | 1,210 | +759 | $269.4K | +$168.1K | 168.3% |
| TD PRIVATE CLIENT WEALTH LLC | 827 | +750 | $184.1K | +$166.8K | 974.0% |
| Vestmark Advisory Solutions, Inc. | 4,393 | +734 | $978.1K | +$156.4K | 20.1% |
| GUYASUTA INVESTMENT ADVISORS INC | 81,936 | +1,401 | $18.2M | +$154.9K | 1.7% |
| Capital World Investors | 199,481 | +1,049 | $44.4M | -$153.4K | 0.5% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 8,662 | +509 | $1.9M | +$153.1K | 6.2% |
| Ascent Group, LLC | 11,465 | +731 | $2.6M | +$141.8K | 6.8% |
| Chesley Taft & Associates LLC | 6,685 | +660 | $1.5M | +$135.2K | 10.9% |
| VICTORY FINANCIAL GROUP, LLC | 2,139 | +616 | $476.2K | +$134.2K | 40.4% |
| Outlook Wealth Advisors, LLC | 1,992 | +594 | $443.5K | +$129.5K | 42.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2,727 | +596 | $607.2K | +$127.3K | 28.0% |
| Giverny Capital Inc. | 36,374 | +871 | $8.1M | +$124.7K | 2.5% |
| JUPITER ASSET MANAGEMENT LTD | 58,499 | +866 | $13.0M | +$121.9K | 1.5% |
| CIBC Asset Management Inc | 9,485 | +611 | $2.1M | +$118.7K | 6.9% |
| Tredje AP-fonden | 17,980 | +680 | $4.0M | +$117.7K | 3.9% |
| Waverly Advisors, LLC | 5,028 | +562 | $1.1M | +$116.5K | 12.6% |
| Nexus Investment Management ULC | 100,321 | +355 | $22.3M | -$115.9K | 0.3% |
| Brooklyn Investment Group | 1,478 | +483 | $335.6K | +$112.1K | 48.5% |
| UniSuper Management Pty Ltd | 3,900 | +500 | $868.3K | +$104.7K | 14.7% |
| Creative Planning | 31,553 | +709 | $7.0M | +$97.9K | 2.3% |
| Meeder Advisory Services, Inc. | 2,187 | +400 | $486.8K | +$85.6K | 22.4% |
| PharVision Advisers, LLC | 1,296 | +390 | $288.5K | +$85.1K | 43.0% |
| NewEdge Advisors, LLC | 2,256 | +386 | $502.4K | +$82.3K | 20.6% |
| Deseret Mutual Benefit Administrators | 896 | +358 | $199.5K | +$78.7K | 66.5% |
| Vise Technologies, Inc. | 4,672 | +387 | $1.0M | +$77.8K | 9.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 807 | +348 | $179.7K | +$76.6K | 75.8% |
| BRIDGES INVESTMENT MANAGEMENT INC | 1,257 | +344 | $279.8K | +$74.8K | 37.7% |
| Mirae Asset Global Investments Co., Ltd. | 4,794 | +357 | $1.1M | +$70.8K | 8.0% |
| Compound Planning, Inc. | 2,919 | +338 | $650.0K | +$70.2K | 13.1% |
| World Investment Advisors | 1,583 | +420 | $326.2K | +$65.0K | 36.1% |
| JONES FINANCIAL COMPANIES LLLP | 1,571 | +306 | $349.7K | +$63.9K | 24.2% |
| Merit Financial Group, LLC | 5,614 | +325 | $1.2M | +$61.9K | 6.1% |
| HB Wealth Management, LLC | 4,105 | +298 | $913.9K | +$58.9K | 7.8% |
| Premier Path Wealth Partners, LLC | 1,183 | +272 | $263.4K | +$58.8K | 29.9% |
| BLALOCK WILLIAMS, LLC | 1,387 | +236 | $308.8K | +$58.2K | 20.5% |
| OLD NATIONAL BANCORP /IN/ | 1,368 | +259 | $304.6K | +$55.5K | 23.4% |
| RITHOLTZ WEALTH MANAGEMENT | 2,658 | +265 | $591.7K | +$54.3K | 11.1% |
| Socorro Asset Management LP | 30,507 | +504 | $6.8M | +$53.7K | 1.7% |
| Timber Creek Capital Management LLC | 12,131 | +332 | $2.7M | +$50.9K | 2.8% |
| Farther Finance Advisors, LLC | 1,905 | +227 | $424.1K | +$47.3K | 13.5% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 75,352 | +452 | $16.8M | -$45.4K | 0.6% |
| HANCOCK WHITNEY CORP | 5,631 | +249 | $1.3M | +$44.9K | 4.6% |
| COMERICA BANK | 5,931 | +238 | $1.3M | +$41.9K | 4.2% |
| Kestra Advisory Services, LLC | 1,432 | +192 | $318.8K | +$40.4K | 15.5% |
| Ransom Advisory, Ltd | 222 | +217 | $41.3K | +$40.2K | 4340.0% |
| AZZAD ASSET MANAGEMENT INC /ADV | 21,952 | +13 | $4.9M | -$39.8K | 0.1% |
| GABELLI FUNDS LLC | 3,200 | +200 | $712.4K | +$38.7K | 6.7% |
| Values First Advisors, Inc. | 1,256 | +183 | $279.6K | +$38.6K | 17.1% |
| Manchester Capital Management LLC | 406 | +173 | $90.4K | +$38.1K | 74.2% |
| XPONANCE, INC. | 22,980 | +366 | $5.1M | +$37.4K | 1.6% |
| Ellevest, Inc. | 1,354 | +171 | $301.4K | +$35.8K | 14.4% |
| FIFTH THIRD BANCORP | 231 | +161 | $51.4K | +$35.7K | 230.0% |
| AdvisorShares Investments LLC | 527 | +152 | $117.3K | +$33.1K | 40.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12,285 | +238 | $2.7M | +$31.2K | 2.0% |
| Silvant Capital Management LLC | 18,507 | +297 | $4.1M | +$30.6K | 1.6% |
| Ethic Inc. | 22,802 | +62 | $5.1M | -$30.4K | 0.3% |
| Savvy Advisors, Inc. | 1,608 | +287 | $269.0K | -$27.6K | 21.7% |
| Clean Yield Group | 27,101 | +114 | $6.0M | -$27.2K | 0.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,438 | +142 | $542.7K | +$27.0K | 6.2% |
| BRASADA CAPITAL MANAGEMENT, LP | 7,507 | +269 | $1.7M | +$26.9K | 3.7% |
| Vanguard Personalized Indexing Management, LLC | 29,512 | +189 | $6.6M | -$25.5K | 0.6% |
| Tower Research Capital LLC (TRC) | 1,691 | +128 | $376.5K | +$25.4K | 8.2% |
| Gallagher Fiduciary Advisors, LLC | 1,759 | +112 | $391.5K | +$21.7K | 6.8% |
| PRINCIPAL FINANCIAL GROUP INC | 21,324 | +272 | $4.7M | +$19.5K | 1.3% |
| Grove Bank & Trust | 145 | +88 | $32.3K | +$19.5K | 154.4% |
| Lebenthal Global Advisors, LLC | 1,646 | +100 | $366.5K | +$19.3K | 6.5% |
| Parallel Advisors, LLC | 1,487 | +97 | $331.3K | +$19.0K | 7.0% |
| Verdence Capital Advisors LLC | 1,578 | +103 | $351.3K | -$18.9K | 7.0% |
| Mayflower Financial Advisors, LLC | 1,414 | +95 | $314.8K | +$18.6K | 7.2% |
| Aptus Capital Advisors, LLC | 1,035 | +91 | $230.4K | +$18.4K | 9.6% |
| Cornerstone Planning Group LLC | 197 | +69 | $49.6K | +$18.1K | 53.9% |
| HUNTINGTON NATIONAL BANK | 971 | +88 | $216.2K | +$17.9K | 10.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 143 | +79 | $31.8K | +$17.5K | 123.4% |
| Checchi Capital Advisers, LLC | 2,659 | +99 | $592.0K | +$17.0K | 3.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 25,455 | +296 | $5.7M | +$16.8K | 1.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 133,493 | +73,204 | $29.5K | +$16.0K | 121.4% |
| ACADIAN ASSET MANAGEMENT LLC | 151,782 | +71,841 | $33.8K | +$15.8K | 89.9% |
| STEPHENS INC /AR/ | 2,168 | +88 | $482.7K | +$15.5K | 4.2% |
| BSW Wealth Partners | 1,627 | +78 | $362.3K | +$14.4K | 5.0% |
| SouthState Corp | 73 | +64 | $16.3K | +$14.2K | 711.1% |
| MEEDER ASSET MANAGEMENT INC | 89 | +63 | $19.8K | +$14.0K | 242.3% |
| CAPTRUST FINANCIAL ADVISORS | 220,817 | +1,856 | $49.2M | -$13.6K | 0.8% |
| L2 Asset Management, LLC | 986 | +68 | $219.5K | +$13.3K | 7.4% |
| Arkadios Wealth Advisors | 1,222 | +64 | $272.1K | +$12.1K | 5.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 295,054 | +56,254 | $65.7K | +$12.1K | 23.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1,487 | +63 | $331.1K | +$11.4K | 4.4% |
| MJT & Associates Financial Advisory Group, Inc. | 126 | +50 | $28.1K | +$11.0K | 65.8% |
| First Bank & Trust | 958 | +56 | $213.3K | +$10.7K | 6.2% |
| REAP Financial Group, LLC | 431 | +51 | $95.9K | +$10.5K | 13.4% |
| OAKWORTH CAPITAL, INC. | 61 | +46 | $13.6K | +$10.2K | 306.7% |
| Triad Wealth Partners, LLC | 1,219 | +55 | $271.4K | +$10.0K | 4.7% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 1,353 | +55 | $301.2K | +$9.7K | 4.2% |
| JFS WEALTH ADVISORS, LLC | 89 | +41 | $19.8K | +$9.0K | 85.4% |
| Partners in Financial Planning | 5,033 | +79 | $1.1M | +$7.9K | 1.6% |
| Sivia Capital Partners, LLC | 1,685 | +48 | $375.1K | +$7.5K | 2.9% |
| GREENLEAF TRUST | 4,125 | +3 | $918.3K | -$7.4K | 0.1% |
| Oliver Luxxe Assets LLC | 20,149 | +207 | $4.5M | +$7.2K | 1.0% |
| NATIXIS ADVISORS, LLC | 82,593 | +32,705 | $18.4K | +$7.2K | 65.5% |
| Salomon & Ludwin, LLC | 95 | +31 | $21.6K | +$6.8K | 48.4% |
| FIRST HORIZON CORP | 93 | +27 | $20.7K | +$5.9K | 40.9% |
| Independent Advisor Alliance | 1,153 | +36 | $256.7K | +$5.8K | 3.2% |
| HARBOUR INVESTMENTS, INC. | 466 | +30 | $103.7K | +$5.8K | 6.9% |
| Lido Advisors, LLC | 1,079 | +26 | $242.8K | +$5.5K | 2.5% |
| Diversified Trust Co | 2,909 | +3 | $647.6K | -$5.0K | 0.1% |
| MAI Capital Management | 140 | +23 | $31.3K | +$4.9K | 19.6% |
| Simplicity Wealth,LLC | 3,132 | +48 | $697.3K | +$4.7K | 1.6% |
| Steigerwald, Gordon & Koch Inc. | 117 | +22 | $26.0K | +$4.7K | 23.1% |
| PFG Investments, LLC | 2,395 | +2 | $533.1K | -$4.4K | 0.1% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 573 | +23 | $127.6K | +$4.0K | 4.2% |
| MATHER GROUP, LLC. | 2,894 | +9 | $644.2K | -$3.8K | 0.3% |
| Dogwood Wealth Management LLC | 59 | +17 | $13.1K | +$3.7K | 40.5% |
| Groupe la Francaise | 15,116 | +145 | $3.4M | +$3.1K | 1.0% |
| SJS Investment Consulting Inc. | 144 | +15 | $32.1K | +$3.1K | 11.6% |
| Parkside Financial Bank & Trust | 87 | +13 | $19.4K | +$2.8K | 17.6% |
| OneDigital Investment Advisors LLC | 4,136 | +24 | $920.8K | -$2.7K | 0.6% |
| GILDER GAGNON HOWE & CO LLC | 2,147 | +8 | $478.0K | -$2.4K | 0.4% |
| SIGNATUREFD, LLC | 3,979 | +44 | $885.9K | +$2.1K | 1.1% |
| Bay Harbor Wealth Management, LLC | 28 | +9 | $6.2K | +$2.0K | 47.4% |
| LORD, ABBETT & CO. LLC | 319,064 | +10,627 | $71.0K | +$1.8K | 3.4% |
| RENAISSANCE GROUP LLC | 1,903 | +24 | $423.7K | +$1.7K | 1.3% |
| High Note Wealth, LLC | 9 | +7 | $2.0K | +$1.6K | 350.0% |
| DRIVE WEALTH MANAGEMENT, LLC | 949 | +5 | $211.3K | -$1.5K | 0.5% |
| HIGHLINE WEALTH PARTNERS LLC | 20 | +6 | $4.5K | +$1.3K | 42.9% |
| Physician Wealth Advisors, Inc. | 62 | +6 | $13.8K | +$1.2K | 10.7% |
| VAN ECK ASSOCIATES CORP | 39,699 | +5,778 | $8.8K | +$1.2K | 17.0% |
| AVALON CAPITAL MANAGEMENT | 924 | +3 | $205.7K | -$1.1K | 0.3% |
| ALGERT GLOBAL LLC | 31,142 | +4,554 | $6.9K | +$962 | 17.1% |
| Stratos Investment Management, LLC | 1,668 | +10 | $371.5K | -$944 | 0.6% |
| North Star Investment Management Corp. | 6 | +4 | $1.3K | +$887 | 200.0% |
| Traveka Wealth, LLC | 912 | +4 | $203.0K | -$880 | 0.4% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10 | +3 | $2.4K | +$866 | 42.9% |
| BESSEMER GROUP INC | 3,930 | +3,605 | $875 | +$802 | 1109.2% |
| DAYMARK WEALTH PARTNERS, LLC | 997 | +5 | $222.1K | -$725 | 0.5% |
| Bell Investment Advisors, Inc | 58 | +3 | $12.9K | +$561 | 5.5% |
| Prosperity Consulting Group, LLC | 1,419 | +14 | $315.9K | +$377 | 1.0% |
| waypoint wealth counsel | 980 | +7 | $218.2K | -$339 | 0.7% |
| Fortitude Family Office, LLC | 74 | +2 | $16.5K | +$305 | 2.8% |
| Gilbert & Cook, Inc. | 3,014 | +25 | $671.0K | -$263 | 0.8% |
| CENTRAL TRUST Co | 19 | +1 | $4.3K | +$230 | 5.5% |
| PARK AVENUE SECURITIES LLC | 4,302 | +1,006 | $958 | +$218 | 30.5% |
| American Capital Advisory, LLC | 5 | +1 | $1.1K | +$215 | 25.0% |
| UMB Bank, n.a. | 362 | +4 | $80.6K | +$193 | 1.1% |
| Rialto Wealth Management, LLC | 22 | +1 | $4.9K | +$181 | 4.8% |
| AMALGAMATED BANK | 11,117 | +879 | $2.5K | +$176 | 8.6% |
| NBC SECURITIES, INC. | 153 | +2 | $34.1K | +$151 | 1.3% |
| Janney Montgomery Scott LLC | 118,349 | +403 | $26.3K | -$140 | 0.3% |
| Mn Services Vermogensbeheer B.V. | 76,158 | +958 | $17.0K | +$67 | 1.3% |
| FOUNDERS FINANCIAL SECURITIES LLC | 953 | +8 | $212.2K | -$62 | 0.8% |
| Thrivent Financial for Lutherans | 49,303 | +608 | $10.9K | +$3 | 1.2% |
| Smithfield Trust Co | 1,671 | +20 | $369 | $0 | 1.2% |