13F QoQ Ownership Changes
FITBP Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 175 new · 416 added · 515 reduced · 99 exited
New Positions(175)
Added To(416)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 63,293,493 | +3,059,386 | $2.96B | +$279.3M | 5.1% |
| NORGES BANK | 13,870,195 | +4,824,891 | $649.3M | +$261.8M | 53.3% |
| APG Asset Management N.V. | 6,603,934 | +6,037,584 | $263.2M | +$241.7M | 1066.0% |
| VANGUARD GROUP INC | 83,948,876 | +637,207 | $3.93B | +$218.1M | 0.8% |
| Invesco Ltd. | 23,799,312 | +2,574,712 | $1.11B | +$168.5M | 12.1% |
| Capital World Investors | 32,549,669 | +1,719,361 | $1.52B | +$150.2M | 5.6% |
| Clearbridge Investments, LLC | 3,012,022 | +2,644,332 | $141.0M | +$124.6M | 719.2% |
| Nuveen, LLC | 10,874,010 | +2,196,388 | $509.0M | +$122.4M | 25.3% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 3,746,926 | +2,126,978 | $175.4M | +$103.2M | 131.3% |
| Smead Capital Management, Inc. | 3,250,139 | +1,624,138 | $152.1M | +$79.7M | 99.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23,939,023 | +530,489 | $1.12B | +$77.7M | 2.3% |
| STATE STREET CORP | 31,437,600 | +101,245 | $1.48B | +$75.6M | 0.3% |
| NEUBERGER BERMAN GROUP LLC | 1,565,774 | +1,455,136 | $73.4M | +$68.5M | 1315.2% |
| FRANKLIN RESOURCES INC | 8,942,827 | +1,011,203 | $418.6M | +$65.3M | 12.7% |
| Bank of New York Mellon Corp | 4,978,104 | +1,037,746 | $233.0M | +$57.5M | 26.3% |
| ALLIANCEBERNSTEIN L.P. | 5,250,135 | +829,960 | $245.8M | +$48.8M | 18.8% |
| Capital Research Global Investors | 6,450,801 | +731,799 | $302.0M | +$47.2M | 12.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,378,495 | +976,811 | $64.5M | +$46.6M | 243.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 18,197,466 | +96,656 | $848.7M | +$45.4M | 0.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 818,305 | +738,107 | $38.3M | +$34.7M | 920.4% |
| MILLENNIUM MANAGEMENT LLC | 1,147,599 | +652,647 | $53.7M | +$31.7M | 131.9% |
| OFI INVEST ASSET MANAGEMENT | 814,292 | +789,918 | $32.5M | +$31.5M | 3240.8% |
| UBS Group AG | 3,983,756 | +496,992 | $186.5M | +$31.1M | 14.3% |
| Rockefeller Capital Management L.P. | 1,770,636 | +616,348 | $82.2M | +$30.8M | 53.4% |
| AMERIPRISE FINANCIAL INC | 999,329 | +539,595 | $46.8M | +$26.3M | 117.4% |
| B. Metzler seel. Sohn & Co. AG | 640,533 | +531,167 | $30.0M | +$25.2M | 485.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,399,492 | +386,302 | $159.1M | +$24.9M | 12.8% |
| Point72 Asset Management, L.P. | 583,863 | +462,063 | $27.3M | +$21.9M | 379.4% |
| FIRST TRUST ADVISORS LP | 2,385,844 | +335,416 | $111.7M | +$20.3M | 16.4% |
| Focus Partners Wealth | 436,575 | +337,275 | $20.4M | +$16.0M | 339.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 636,210 | +314,666 | $29.9M | +$15.6M | 97.9% |
| Walleye Trading LLC | 435,700 | +301,819 | $20.4M | +$14.4M | 225.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,677,370 | +206,814 | $78.7M | +$13.2M | 14.1% |
| WELLS FARGO & COMPANY/MN | 1,105,400 | +232,962 | $51.7M | +$12.9M | 26.7% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 825,979 | +244,683 | $38.9M | +$12.8M | 42.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,291,868 | +219,505 | $60.5M | +$12.7M | 20.5% |
| JANE STREET GROUP, LLC | 583,071 | +236,203 | $27.3M | +$11.8M | 68.1% |
| SEI INVESTMENTS CO | 986,460 | +185,100 | $46.2M | +$10.5M | 23.1% |
| Davis Selected Advisers | 2,744,310 | +75,441 | $128.5M | +$9.6M | 2.8% |
| Connor, Clark & Lunn Investment Management Ltd. | 183,849 | +168,562 | $8.6M | +$7.9M | 1102.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,388,091 | +78,168 | $66.2M | +$7.9M | 6.0% |
| Y-Intercept (Hong Kong) Ltd | 164,379 | +159,866 | $7.7M | +$7.5M | 3542.3% |
| DEPRINCE RACE & ZOLLO INC | 934,994 | +114,519 | $43.8M | +$7.2M | 13.9% |
| PEAK6 LLC | 202,236 | +129,136 | $9.5M | +$6.2M | 176.7% |
| FMR LLC | 1,870,793 | +40,510 | $87.6M | +$6.0M | 2.2% |
| Amundi | 1,267,312 | +49,354 | $59.3M | +$6.0M | 4.0% |
| Quantinno Capital Management LP | 415,267 | +104,772 | $19.4M | +$5.6M | 33.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,026,478 | +67,990 | $48.0M | +$5.3M | 7.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 1,276,429 | +39,261 | $59.8M | +$5.3M | 3.2% |
| Campbell & CO Investment Adviser LLC | 124,835 | +110,657 | $5.8M | +$5.2M | 780.5% |
| Jump Financial, LLC | 124,317 | +110,301 | $5.8M | +$5.2M | 787.0% |
| Walleye Capital LLC | 135,440 | +105,340 | $6.3M | +$5.0M | 350.0% |
| PANAGORA ASSET MANAGEMENT INC | 152,611 | +95,390 | $7.1M | +$4.6M | 166.7% |
| BNP PARIBAS FINANCIAL MARKETS | 1,507,124 | +14,248 | $86.8M | +$4.4M | 0.9% |
| National Pension Service | 1,235,676 | +32,981 | $57.8M | +$4.3M | 2.7% |
| Rakuten Investment Management, Inc. | 86,993 | +80,659 | $4.2M | +$3.5M | 1273.4% |
| Baird Financial Group, Inc. | 829,032 | +35,731 | $38.8M | +$3.5M | 4.5% |
| DANSKE BANK A/S | 378,243 | +57,670 | $17.7M | +$3.4M | 18.0% |
| MALTESE CAPITAL MANAGEMENT LLC | 94,125 | +69,125 | $4.4M | +$3.3M | 276.5% |
| Prime Capital Investment Advisors, LLC | 73,793 | +66,919 | $3.5M | +$3.1M | 973.5% |
| CIBC Asset Management Inc | 168,724 | +60,646 | $7.9M | +$3.1M | 56.1% |
| California Public Employees Retirement System | 1,217,733 | +5,241 | $57.0M | +$3.0M | 0.4% |
| CITIGROUP INC | 682,049 | +30,483 | $31.9M | +$2.9M | 4.7% |
| Summit Trail Advisors, LLC | 88,424 | +58,113 | $4.2M | +$2.8M | 191.7% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 212,603 | +52,039 | $10.0M | +$2.8M | 32.4% |
| NATIONAL BANK OF CANADA /FI/ | 275,932 | +45,831 | $12.9M | +$2.7M | 19.9% |
| FORA Capital, LLC | 75,472 | +55,250 | $3.5M | +$2.6M | 273.2% |
| AVIVA PLC | 559,574 | +29,307 | $26.2M | +$2.6M | 5.5% |
| AlphaQuest LLC | 81,412 | +43,734 | $3.8M | +$2.1M | 116.1% |
| Diversified Trust Co | 55,303 | +44,542 | $2.6M | +$2.1M | 413.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 210,902 | +36,380 | $9.9M | +$2.1M | 20.8% |
| ATWOOD & PALMER INC | 843,928 | +1,873 | $39.5M | +$2.0M | 0.2% |
| Lighthouse Investment Partners, LLC | 110,306 | +38,361 | $5.2M | +$2.0M | 53.3% |
| OLD SECOND NATIONAL BANK OF AURORA | 59,974 | +39,940 | $2.8M | +$1.9M | 199.4% |
| STIFEL FINANCIAL CORP | 390,919 | +23,122 | $18.3M | +$1.9M | 6.3% |
| Laird Norton Wetherby Trust Company, LLC | 50,564 | +38,769 | $2.4M | +$1.9M | 328.7% |
| CREDIT AGRICOLE S A | 238,576 | +28,857 | $11.2M | +$1.8M | 13.8% |
| NewEdge Advisors, LLC | 83,723 | +35,644 | $3.9M | +$1.8M | 74.1% |
| State of Tennessee, Department of Treasury | 245,706 | +7,422 | $12.3M | +$1.7M | 3.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 50,906 | +33,780 | $2.4M | +$1.6M | 197.2% |
| Mirae Asset Global Investments Co., Ltd. | 705,903 | +541 | $33.0M | +$1.6M | 0.1% |
| BLAIR WILLIAM & CO/IL | 100,782 | +31,113 | $4.7M | +$1.6M | 44.6% |
| FIL Ltd | 46,030 | +33,121 | $2.2M | +$1.6M | 256.6% |
| &PARTNERS | 94,571 | +29,243 | $4.4M | +$1.5M | 44.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 168,365 | +25,626 | $7.9M | +$1.5M | 17.9% |
| Boston Common Asset Management, LLC | 295,193 | +18,891 | $13.8M | +$1.5M | 6.8% |
| Candriam S.C.A. | 89,811 | +28,115 | $4.2M | +$1.5M | 45.6% |
| CI INVESTMENTS INC. | 29,833 | +25,598 | $1.4M | +$1.4M | 604.4% |
| Woodline Partners LP | 112,797 | +25,320 | $5.3M | +$1.4M | 28.9% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 174,958 | +21,348 | $8.2M | +$1.3M | 13.9% |
| Cerity Partners LLC | 280,563 | +15,085 | $13.1M | +$1.3M | 5.7% |
| BOKF, NA | 70,118 | +24,570 | $3.3M | +$1.3M | 53.9% |
| Kestra Advisory Services, LLC | 126,180 | +21,664 | $5.9M | +$1.3M | 20.7% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 117,253 | +21,320 | $5.5M | +$1.2M | 22.2% |
| ALLSTATE CORP | 48,621 | +24,771 | $2.3M | +$1.2M | 103.9% |
| BANK OF NOVA SCOTIA | 103,485 | +21,727 | $4.8M | +$1.2M | 26.6% |
| Fieldview Capital Management, LLC | 145,585 | +19,365 | $6.8M | +$1.2M | 15.3% |
| LBP AM SA | 242,714 | +13,954 | $11.4M | +$1.2M | 6.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 77,044 | +21,676 | $3.6M | +$1.1M | 39.1% |
| AE Wealth Management LLC | 352,953 | +4,952 | $16.5M | +$1.0M | 1.4% |
| NEOS Investment Management LLC | 109,098 | +17,310 | $5.1M | +$1.0M | 18.9% |
| NISA INVESTMENT ADVISORS, LLC | 403,029 | +2,225 | $19.0M | +$1.0M | 0.6% |
| Elo Mutual Pension Insurance Co | 65,015 | +18,206 | $3.0M | +$958.0K | 38.9% |
| Gotham Asset Management, LLC | 32,822 | +19,079 | $1.5M | +$924.1K | 138.8% |
| Virtue Capital Management, LLC | 33,615 | +28,196 | $1.2M | +$910.8K | 520.3% |
| HighTower Advisors, LLC | 175,372 | +10,878 | $8.2M | +$880.8K | 6.6% |
| PNC Financial Services Group, Inc. | 258,546 | +6,399 | $12.1M | +$869.4K | 2.5% |
| Swedbank AB | 277,957 | +5,362 | $13.0M | +$867.1K | 2.0% |
| Ethic Inc. | 160,364 | +11,265 | $7.5M | +$864.3K | 7.5% |
| Farther Finance Advisors, LLC | 38,460 | +17,042 | $1.8M | +$846.1K | 79.6% |
| Creative Planning | 291,741 | +3,075 | $13.7M | +$796.3K | 1.1% |
| Siemens Fonds Invest GmbH | 71,004 | +12,899 | $3.4M | +$786.2K | 22.2% |
| Midwest Trust Co | 288,648 | +2,598 | $13.5M | +$768.1K | 0.9% |
| Venture Visionary Partners LLC | 108,914 | +11,012 | $5.1M | +$746.2K | 11.2% |
| LMCG INVESTMENTS, LLC | 224,936 | +4,930 | $10.5M | +$728.0K | 2.2% |
| Concurrent Investment Advisors, LLC | 22,721 | +14,805 | $1.1M | +$710.9K | 187.0% |
| MUFG Securities EMEA plc | 27,165 | +14,496 | $1.3M | +$707.2K | 114.4% |
| Investment Management Corp of Ontario | 44,825 | +13,464 | $2.1M | +$701.1K | 42.9% |
| FORSTA AP-FONDEN | 151,200 | +8,000 | $7.1M | +$698.1K | 5.6% |
| M&T Bank Corp | 60,243 | +12,365 | $2.8M | +$687.0K | 25.8% |
| Beacon Pointe Advisors, LLC | 21,381 | +14,078 | $1.0M | +$675.5K | 192.8% |
| Czech National Bank | 174,299 | +6,193 | $8.2M | +$669.8K | 3.7% |
| 1832 Asset Management L.P. | 63,800 | +11,101 | $3.0M | +$638.7K | 21.1% |
| Tower Research Capital LLC (TRC) | 18,820 | +12,534 | $881.0K | +$600.9K | 199.4% |
| TD Asset Management Inc | 242,223 | +1,003 | $11.3M | +$592.1K | 0.4% |
| KLP KAPITALFORVALTNING AS | 239,437 | +700 | $11.3M | +$572.6K | 0.3% |
| MACQUARIE GROUP LTD | 147,520 | +4,757 | $6.9M | +$545.8K | 3.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 35,548,204 | +10,444,799 | $1.7M | +$545.7K | 41.6% |
| NOMURA ASSET MANAGEMENT CO LTD | 227,256 | +717 | $10.6M | +$545.5K | 0.3% |
| Canada Post Corp Registered Pension Plan | 24,113 | +11,031 | $1.1M | +$534.8K | 84.3% |
| Ameritas Advisory Services, LLC | 12,921 | +11,117 | $604.8K | +$524.4K | 616.2% |
| Private Advisor Group, LLC | 23,190 | +10,311 | $1.1M | +$511.8K | 80.1% |
| Atria Investments, Inc | 52,840 | +8,689 | $2.5M | +$506.5K | 19.7% |
| MML INVESTORS SERVICES, LLC | 194,541 | +1,483 | $9.1M | +$505.7K | 0.8% |
| HBK Sorce Advisory LLC | 37,298 | +1,215 | $2.1M | +$505.7K | 3.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 115,577 | +5,428 | $5.4M | +$503.0K | 4.9% |
| Vanguard Personalized Indexing Management, LLC | 119,170 | +5,220 | $5.6M | +$501.7K | 4.6% |
| ASSETMARK, INC | 37,946 | +8,843 | $1.8M | +$479.7K | 30.4% |
| XPONANCE, INC. | 109,167 | +5,143 | $5.1M | +$475.8K | 4.9% |
| Lodestone Wealth Management LLC | 21,151 | +8,930 | $990.1K | +$445.6K | 73.1% |
| MACKENZIE FINANCIAL CORP | 94,039 | +3,614 | $4.5M | +$432.4K | 4.0% |
| Waverly Advisors, LLC | 27,575 | +8,195 | $1.3M | +$427.4K | 42.3% |
| CapWealth Advisors, LLC | 17,186 | +9,093 | $786.2K | +$425.6K | 112.3% |
| Sterling Capital Management LLC | 96,366 | +4,144 | $4.5M | +$402.4K | 4.5% |
| Joseph Group Capital Management | 94,271 | +3,642 | $4.4M | +$375.3K | 4.0% |
| Sound View Wealth Advisors Group, LLC | 112,334 | +2,431 | $5.3M | +$362.2K | 2.2% |
| NewEdge Wealth, LLC | 24,715 | +5,606 | $1.2M | +$344.6K | 29.3% |
| HUNTINGTON NATIONAL BANK | 124,622 | +1,397 | $5.8M | +$343.9K | 1.1% |
| DNB Asset Management AS | 129,056 | +1,128 | $6.0M | +$341.9K | 0.9% |
| Sequoia Financial Advisors, LLC | 35,597 | +5,856 | $1.7M | +$341.3K | 19.7% |
| Silvant Capital Management LLC | 111,822 | +1,795 | $5.2M | +$332.7K | 1.6% |
| BENJAMIN EDWARDS INC | 22,478 | +6,113 | $1.1M | +$323.1K | 37.4% |
| Stablepoint Partners, LLC | 110,541 | +1,604 | $5.2M | +$321.3K | 1.5% |
| CAPTRUST FINANCIAL ADVISORS | 103,532 | +1,945 | $4.8M | +$320.7K | 1.9% |
| Horizon Investments, LLC | 38,309 | +5,119 | $1.8M | +$314.6K | 15.4% |
| BAILARD, INC. | 61,882 | +3,900 | $2.9M | +$313.6K | 6.7% |
| HB Wealth Management, LLC | 72,373 | +3,289 | $3.4M | +$310.1K | 4.8% |
| Callan Family Office, LLC | 96,701 | +1,900 | $4.5M | +$303.2K | 2.0% |
| Wealthspire Advisors, LLC | 9,527 | +6,098 | $446.0K | +$293.2K | 177.8% |
| CIBC Private Wealth Group LLC | 18,917 | +5,599 | $885.5K | +$292.2K | 42.0% |
| Henrickson Nauta Wealth Advisors, Inc. | 10,890 | +5,175 | $542.1K | +$287.5K | 90.5% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 44,539 | +4,153 | $2.1M | +$285.7K | 10.3% |
| OVERSEA-CHINESE BANKING Corp Ltd | 14,651 | +5,651 | $685.8K | +$284.9K | 62.8% |
| Caprock Group, LLC | 16,461 | +5,572 | $783.3K | +$284.8K | 51.2% |
| Unison Advisors LLC | 106,309 | +924 | $5.0M | +$281.8K | 0.9% |
| GTS SECURITIES LLC | 10,808 | +5,673 | $505.9K | +$277.2K | 110.5% |
| VISTA INVESTMENT PARTNERS LLC | 106,912 | +740 | $5.0M | +$274.6K | 0.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 47,594 | +3,727 | $2.2M | +$273.6K | 8.5% |
| Merit Financial Group, LLC | 28,502 | +4,676 | $1.3M | +$272.6K | 19.6% |
| Spire Wealth Management | 14,258 | +5,325 | $667.4K | +$269.5K | 59.6% |
| RBF Capital, LLC | 10,800 | +5,400 | $505.5K | +$265.0K | 100.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 85,666 | +1,590 | $4.0M | +$264.4K | 1.9% |
| USS Investment Management Ltd | 96,790 | +748 | $4.5M | +$253.0K | 0.8% |
| Argyle Capital Management, LLC | 41,900 | +3,500 | $2.0M | +$250.6K | 9.1% |
| Goelzer Investment Management, Inc. | 101,462 | +444 | $4.7M | +$249.1K | 0.4% |
| Brooklyn Investment Group | 22,309 | +3,541 | $1.1M | +$248.5K | 18.9% |
| Waterloo Capital, L.P. | 75,858 | +1,625 | $3.6M | +$243.9K | 2.2% |
| WHITTIER TRUST CO | 13,711 | +3,814 | $682.5K | +$243.0K | 38.5% |
| CIBC WORLD MARKET INC. | 17,999 | +4,496 | $842.5K | +$241.0K | 33.3% |
| JANUS HENDERSON GROUP PLC | 80,276 | +1,308 | $3.8M | +$240.1K | 1.6% |
| Vident Advisory, LLC | 55,170 | +2,533 | $2.6M | +$237.5K | 4.8% |
| JONES FINANCIAL COMPANIES LLLP | 52,185 | +3,577 | $2.4M | +$237.5K | 7.3% |
| Curi Capital, LLC | 17,296 | +4,540 | $810.1K | +$236.8K | 35.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 20,954 | +4,114 | $980.8K | +$230.6K | 24.4% |
| GAMCO INVESTORS, INC. ET AL | 27,281 | +3,736 | $1.3M | +$228.1K | 15.9% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 42,595 | +2,835 | $2.0M | +$222.6K | 7.1% |
| HighPoint Advisor Group LLC | 86,975 | +555 | $4.1M | +$221.3K | 0.6% |
| UMB Bank, n.a. | 26,188 | +3,603 | $1.2M | +$219.7K | 15.9% |
| San Luis Wealth Advisors LLC | 21,822 | +3,656 | $1.0M | +$212.2K | 20.1% |
| SUMMIT SECURITIES GROUP LLC | 5,583 | +4,443 | $261.3K | +$210.6K | 389.7% |
| Cornerstone Wealth Management, LLC | 9,166 | +4,184 | $429.0K | +$207.1K | 84.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 84,689 | +301 | $4.0M | +$204.8K | 0.3% |
| IHT Wealth Management, LLC | 10,503 | +3,906 | $496.5K | +$203.5K | 59.2% |
| XTX Topco Ltd | 16,098 | +3,609 | $753.5K | +$197.2K | 28.9% |
| Bleakley Financial Group, LLC | 17,049 | +3,504 | $798.0K | +$194.6K | 25.9% |
| FIDELIS CAPITAL PARTNERS, LLC | 17,186 | +3,414 | $804.5K | +$190.9K | 24.8% |
| Integrated Wealth Concepts LLC | 23,218 | +3,033 | $1.1M | +$187.6K | 15.0% |
| Forum Financial Management, LP | 22,270 | +3,070 | $1.0M | +$187.1K | 16.0% |
| Legacy Financial Advisors, Inc. | 70,733 | +591 | $3.3M | +$186.2K | 0.8% |
| Secure Asset Management, LLC | 42,886 | +1,791 | $2.0M | +$184.9K | 4.3% |
| Foundations Investment Advisors, LLC | 18,564 | +3,127 | $869.0K | +$181.3K | 20.3% |
| GAMMA Investing LLC | 38,058 | +2,130 | $1.8M | +$180.9K | 5.9% |
| CAPITAL INTERNATIONAL SARL | 30,491 | +2,511 | $1.4M | +$180.8K | 9.0% |
| SYON CAPITAL LLC | 21,813 | +2,841 | $1.0M | +$175.9K | 15.0% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 73,837 | +184 | $3.5M | +$175.0K | 0.2% |
| Global Retirement Partners, LLC | 12,064 | +3,311 | $564.7K | +$174.8K | 37.8% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 25,181 | +2,624 | $1.2M | +$173.8K | 11.6% |
| SUMMITRY LLC | 9,377 | +3,412 | $438.9K | +$173.2K | 57.2% |
| Norinchukin Bank, The | 37,509 | +1,861 | $1.8M | +$167.7K | 5.2% |
| Generali Asset Management SPA SGR | 31,483 | +1,984 | $1.5M | +$159.5K | 6.7% |
| Chicago Partners Investment Group LLC | 9,759 | +1,733 | $495.2K | +$155.9K | 21.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 64,416 | +214 | $3.0M | +$155.1K | 0.3% |
| CARRET ASSET MANAGEMENT, LLC | 50,100 | +840 | $2.3M | +$150.6K | 1.7% |
| Octavia Wealth Advisors, LLC | 13,207 | +2,626 | $623.5K | +$147.9K | 24.8% |
| J.W. COLE ADVISORS, INC. | 22,031 | +149 | $828.2K | -$146.6K | 0.7% |
| Kingsview Wealth Management, LLC | 21,234 | +2,170 | $994.0K | +$144.6K | 11.4% |
| Legacy Bridge, LLC | 28,645 | +1,703 | $1.3M | +$140.6K | 6.3% |
| Accurate Wealth Management, LLC | 14,942 | +1,057 | $736.3K | +$133.9K | 7.6% |
| Midwest Financial Group LLC | 18,100 | +2,050 | $847.3K | +$132.2K | 12.8% |
| NORRIS PERNE & FRENCH LLP/MI | 12,096 | +2,319 | $566.2K | +$130.6K | 23.7% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,408 | +2,445 | $440.4K | +$130.2K | 35.1% |
| Ramirez Asset Management, Inc. | 8,081 | +2,453 | $378.3K | +$127.5K | 43.6% |
| Wealth Dimensions Group, Ltd. | 41,696 | +726 | $2.0M | +$126.6K | 1.8% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 16,800 | +912 | $786.4K | +$125.1K | 5.7% |
| BROWN BROTHERS HARRIMAN & CO | 36,613 | +786 | $1.7M | +$117.8K | 2.2% |
| Visionary Horizons, LLC | 21,024 | +1,414 | $984.2K | +$110.5K | 7.2% |
| Orion Porfolio Solutions, LLC | 15,242 | +1,685 | $713.5K | +$109.5K | 12.4% |
| SIGNATUREFD, LLC | 14,171 | +1,717 | $663.4K | +$108.5K | 13.8% |
| EVENTIDE ASSET MANAGEMENT, LLC | 21,287 | +1,389 | $1.0M | +$108.3K | 7.0% |
| AlphaCore Capital LLC | 9,620 | +1,998 | $450.3K | +$107.6K | 26.2% |
| Corient Private Wealth LLC | 220,686 | +14,652 | $9.1M | -$106.7K | 7.1% |
| Larson Financial Group LLC | 3,427 | +2,162 | $160.4K | +$104.1K | 170.9% |
| OmniStar Financial Group, Inc. | 16,645 | +1,373 | $779.2K | +$98.8K | 9.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | 12,106 | +1,573 | $566.7K | +$97.4K | 14.9% |
| OUTFITTER FINANCIAL LLC | 30,365 | +645 | $1.4M | +$97.4K | 2.2% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 31,201 | +505 | $1.5M | +$93.0K | 1.6% |
| Applied Capital LLC/FL | 40,280 | +42 | $1.9M | +$92.9K | 0.1% |
| Breakwater Capital Group | 10,183 | +1,500 | $476.7K | +$89.8K | 17.3% |
| Meridian Wealth Management, LLC | 26,334 | +650 | $1.2M | +$88.5K | 2.5% |
| Gibson Capital, LLC | 7,313 | +1,575 | $342.3K | +$86.7K | 27.4% |
| Manchester Capital Management LLC | 5,276 | +1,636 | $247.0K | +$84.8K | 44.9% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 32,943 | +23,753 | $305.9K | -$84.2K | 258.5% |
| ROTHSCHILD INVESTMENT LLC | 23,448 | +632 | $1.1M | +$81.1K | 2.8% |
| Wedmont Private Capital | 10,659 | +414 | $524.1K | +$76.6K | 4.0% |
| Thrivent Financial for Lutherans | 1,667,523 | +1,619,314 | $78.1K | +$75.9K | 3358.9% |
| Savant Capital, LLC | 26,956 | +297 | $1.3M | +$74.2K | 1.1% |
| HILL ISLAND FINANCIAL LLC | 21,449 | +524 | $1.0M | +$71.8K | 2.5% |
| Steward Partners Investment Advisory, LLC | 19,742 | +602 | $924.1K | +$71.4K | 3.1% |
| DRW Securities, LLC | 10,009 | +1,129 | $468.5K | +$68.9K | 12.7% |
| Elevated Capital Advisors, LLC | 18,468 | +593 | $864.5K | +$68.2K | 3.3% |
| Castleview Partners, LLC | 6,650 | +1,176 | $311.3K | +$67.4K | 21.5% |
| Arjuna Capital | 18,753 | +556 | $877.8K | +$67.2K | 3.0% |
| NOMURA HOLDINGS INC | 17,555 | +604 | $821.8K | +$66.6K | 3.6% |
| Smartleaf Asset Management LLC | 6,699 | +1,141 | $318.4K | +$66.1K | 20.5% |
| EverSource Wealth Advisors, LLC | 3,810 | +1,237 | $178.3K | +$63.7K | 48.1% |
| TRUSTMARK BANK TRUST DEPARTMENT | 23,156 | +245 | $1.1M | +$63.2K | 1.1% |
| Bayforest Capital Ltd | 1,765 | +1,324 | $82.6K | +$63.0K | 300.2% |
| Apollon Wealth Management, LLC | 22,431 | +272 | $1.0M | +$62.8K | 1.2% |
| St. Johns Investment Management Company, LLC | 24,901 | +126 | $1.2M | +$61.9K | 0.5% |
| Davis Investment Partners, LLC | 17,566 | +53 | $838.1K | +$61.4K | 0.3% |
| CoreCap Advisors, LLC | 7,099 | +982 | $332.3K | +$59.8K | 16.1% |
| Gilbert & Cook, Inc. | 19,757 | +338 | $924.8K | +$59.7K | 1.7% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 14,594 | +594 | $683.1K | +$59.4K | 4.2% |
| TRANSCEND CAPITAL ADVISORS, LLC | 13,719 | +624 | $642.2K | +$58.8K | 4.8% |
| CFS Investment Advisory Services, LLC | 10,812 | +258 | $506.1K | +$56.2K | 2.4% |
| Compound Planning, Inc. | 6,287 | +932 | $294.3K | +$55.7K | 17.4% |
| Van Hulzen Asset Management, LLC | 22,610 | +100 | $1.1M | +$55.6K | 0.4% |
| Family Legacy, Inc. | 19,592 | +251 | $917.1K | +$55.4K | 1.3% |
| Ancora Advisors LLC | 13,761 | +542 | $644.2K | +$55.2K | 4.1% |
| 4WEALTH ADVISORS, INC. | 20,554 | +188 | $962.2K | +$54.9K | 0.9% |
| Independent Advisor Alliance | 18,291 | +280 | $856.2K | +$53.8K | 1.6% |
| Vise Technologies, Inc. | 8,866 | +756 | $415.0K | +$53.7K | 9.3% |
| Sunbelt Securities, Inc. | 1,148 | +1,117 | $53.7K | +$52.4K | 3603.2% |
| Kennebec Savings Bank | 11,525 | +548 | $539.5K | +$50.5K | 5.0% |
| SJS Investment Consulting Inc. | 4,148 | +911 | $194.2K | +$49.9K | 28.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 21,121 | +25 | $988.7K | +$48.8K | 0.1% |
| Root Financial Partners, LLC | 3,623 | +891 | $169.6K | +$47.9K | 32.6% |
| YANKCOM Partnership | 19,079 | +90 | $893.1K | +$47.1K | 0.5% |
| MUFG SECURITIES AMERICAS INC. | 19,348 | +27 | $905.7K | +$44.9K | 0.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,443 | +876 | $67.5K | +$42.3K | 154.5% |
| Portland Global Advisors LLC | 16,341 | +67 | $764.9K | +$39.9K | 0.4% |
| Prestige Wealth Management Group LLC | 1,128 | +940 | $46.8K | +$38.3K | 500.0% |
| Ignite Planners, LLC | 4,815 | +244 | $241.8K | +$38.2K | 5.3% |
| PCA Investment Advisory Services Inc. | 16,265 | +22 | $761.4K | +$37.7K | 0.1% |
| STRS OHIO | 15,951 | +28 | $746.7K | +$37.3K | 0.2% |
| Checchi Capital Advisers, LLC | 9,999 | +327 | $468.0K | +$37.2K | 3.4% |
| CreativeOne Wealth, LLC | 11,652 | +216 | $545.4K | +$36.0K | 1.9% |
| MATHER GROUP, LLC. | 5,678 | +505 | $265.8K | +$35.3K | 9.8% |
| Centennial Wealth Advisory LLC | 11,548 | +204 | $540.6K | +$35.2K | 1.8% |
| World Investment Advisors | 10,020 | +912 | $371.4K | -$34.3K | 10.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 8,209 | +352 | $384.3K | +$34.2K | 4.5% |
| WHITTIER TRUST CO OF NEVADA INC | 1,504 | +587 | $74.9K | +$34.1K | 64.0% |
| Ellevest, Inc. | 8,748 | +291 | $409.5K | +$32.7K | 3.4% |
| Atwater Malick LLC | 12,442 | +100 | $582.4K | +$32.6K | 0.8% |
| Riverbend Wealth Management, LLC | 13,957 | +8 | $653.3K | +$31.9K | 0.1% |
| State of Wyoming | 2,547 | +582 | $119.2K | +$31.7K | 29.6% |
| JFS WEALTH ADVISORS, LLC | 10,442 | +163 | $488.9K | +$30.9K | 1.6% |
| Nilsine Partners, LLC | 4,968 | +441 | $232.6K | +$30.9K | 9.7% |
| Pinnacle Wealth Planning Services, Inc. | 12,251 | +67 | $573.4K | +$30.7K | 0.5% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,298 | +652 | $59.3K | +$30.5K | 100.9% |
| Sound Income Strategies, LLC | 1,908 | +446 | $93.8K | +$29.8K | 30.5% |
| Austin Private Wealth, LLC | 8,686 | +228 | $406.6K | +$29.8K | 2.7% |
| Shoker Investment Counsel, Inc. | 12,027 | +48 | $563.0K | +$29.3K | 0.4% |
| Quent Capital, LLC | 2,786 | +512 | $130.4K | +$29.1K | 22.5% |
| HARBOUR INVESTMENTS, INC. | 3,125 | +493 | $146.3K | +$29.0K | 18.7% |
| Quest 10 Wealth Builders, Inc. | 734 | +590 | $34.3K | +$28.1K | 409.7% |
| Great Lakes Retirement, Inc. | 9,277 | +75 | $437.9K | +$28.0K | 0.8% |
| BROWN ADVISORY INC | 10,793 | +73 | $505.2K | +$27.6K | 0.7% |
| Fisher Asset Management, LLC | 5,959 | +311 | $279.0K | +$27.3K | 5.5% |
| HORAN Wealth, LLC | 11,609 | +15 | $543.4K | +$26.9K | 0.1% |
| FORTRESS PRIVATE LEDGER, LLC | 4,966 | +338 | $232.5K | +$26.3K | 7.3% |
| Argentarii, LLC | 5,361 | +317 | $250.9K | +$26.2K | 6.3% |
| Aptus Capital Advisors, LLC | 8,299 | +165 | $388.5K | +$26.1K | 2.0% |
| GeoWealth Management, LLC | 5,455 | +305 | $255.3K | +$25.9K | 5.9% |
| Carrera Capital Advisors | 11,026 | +14 | $520.5K | +$25.5K | 0.1% |
| Koshinski Asset Management, Inc. | 6,870 | +206 | $321.6K | +$24.7K | 3.1% |
| HARBOR INVESTMENT ADVISORY, LLC | 620 | +517 | $29.0K | +$24.4K | 501.9% |
| Strategic Blueprint, LLC | 4,846 | +299 | $226.8K | +$24.3K | 6.6% |
| ANGELES WEALTH MANAGEMENT, LLC | 6,447 | +159 | $304.4K | +$24.2K | 2.5% |
| Parkside Financial Bank & Trust | 3,702 | +352 | $173.3K | +$24.0K | 10.5% |
| SAGESPRING WEALTH PARTNERS, LLC | 7,385 | +161 | $345.7K | +$23.9K | 2.2% |
| Legacy Capital Group California, Inc. | 9,239 | +66 | $432.5K | +$23.8K | 0.7% |
| McGlone Suttner Wealth Management, Inc. | 8,821 | +67 | $412.9K | +$23.0K | 0.8% |
| PRIVATE TRUST CO NA | 3,210 | +328 | $150.2K | +$21.9K | 11.4% |
| Aprio Wealth Management, LLC | 7,532 | +53 | $354.9K | +$21.7K | 0.7% |
| Bill Few Associates, Inc. | 7,429 | +104 | $347.8K | +$21.4K | 1.4% |
| Raleigh Capital Management Inc. | 7,832 | +76 | $366.6K | +$21.1K | 1.0% |
| REAP Financial Group, LLC | 2,888 | +305 | $135.2K | +$20.1K | 11.8% |
| SILVER OAK SECURITIES, INCORPORATED | 6,056 | +42 | $287.8K | +$19.9K | 0.7% |
| Equitable Holdings, Inc. | 4,950 | +195 | $231.7K | +$19.9K | 4.1% |
| LVZ, Inc. | 7,550 | +49 | $353.4K | +$19.2K | 0.7% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5,281 | +158 | $247.2K | +$19.0K | 3.1% |
| Dakota Community Bank & Trust NA | 5,042 | +159 | $236.0K | +$18.5K | 3.3% |
| Cullen/Frost Bankers, Inc. | 4,261 | +187 | $199.5K | +$18.0K | 4.6% |
| Atom Investors LP | 7,556 | +17 | $353.7K | +$17.8K | 0.2% |
| Legacy Wealth Managment, LLC/ID | 1,107 | +340 | $51.8K | +$17.6K | 44.3% |
| Salomon & Ludwin, LLC | 737 | +322 | $35.8K | +$17.4K | 77.6% |
| Lakeshore Financial Planning, Inc. | 7,554 | +4 | $353.6K | +$17.3K | 0.1% |
| TRUST CO OF VERMONT | 2,036 | +275 | $95.3K | +$16.9K | 15.6% |
| Atlantic Union Bankshares Corp | 2,474 | +252 | $115.8K | +$16.8K | 11.3% |
| CARY STREET PARTNERS FINANCIAL LLC | 6,912 | +20 | $323.6K | +$16.5K | 0.3% |
| Shakespeare Wealth Management, LLC | 5,948 | +69 | $278.4K | +$16.5K | 1.2% |
| PDS Planning, Inc | 5,865 | +69 | $274.5K | +$16.3K | 1.2% |
| Southland Equity Partners LLC | 5,834 | +70 | $273.1K | +$16.3K | 1.2% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5,349 | +92 | $250.4K | +$16.2K | 1.8% |
| KINGSWOOD WEALTH ADVISORS, LLC | 5,702 | +58 | $266.9K | +$15.5K | 1.0% |
| Joule Financial, LLC | 6,657 | +6 | $311.6K | +$15.3K | 0.1% |
| International Private Wealth Advisors LLC | 6,201 | +27 | $290.2K | +$15.2K | 0.4% |
| Indie Asset Partners, LLC | 5,594 | +30 | $261.9K | +$14.0K | 0.5% |
| Paragon Capital Management Ltd | 5,159 | +47 | $241.5K | +$13.8K | 0.9% |
| Atlas Brown,Inc. | 5,668 | +21 | $265.3K | +$13.7K | 0.4% |
| PINNACLE ASSOCIATES LTD | 5,941 | +1 | $278.1K | +$13.4K | 0.0% |
| Geneos Wealth Management Inc. | 2,682 | +159 | $125.5K | +$13.1K | 6.3% |
| Pines Wealth Management, LLC | 4,561 | +59 | $213.5K | +$12.9K | 1.3% |
| FINANCIAL CONSULATE, INC | 285 | +273 | $13.3K | +$12.8K | 2275.0% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 5,123 | +19 | $239.8K | +$12.4K | 0.4% |
| Belpointe Asset Management LLC | 5,035 | +22 | $235.7K | +$12.3K | 0.4% |
| W ADVISORS, LLC | 4,802 | +31 | $224.8K | +$12.2K | 0.6% |
| Tanager Wealth Management LLP | 4,915 | +25 | $230.0K | +$12.1K | 0.5% |
| Howard Capital Management Inc. | 4,815 | +25 | $225.4K | +$12.0K | 0.5% |
| SG Americas Securities, LLC | 249,618 | +242,545 | $11.7K | +$11.4K | 3429.2% |
| CVA Family Office, LLC | 4,503 | +22 | $210.8K | +$11.2K | 0.5% |
| CYBER HORNET ETFs LLC | 1,936 | +104 | $90.6K | +$9.0K | 5.7% |
| Turning Point Benefit Group, Inc. | 200 | +189 | $9.4K | +$8.9K | 1718.2% |
| GHP Investment Advisors, Inc. | 486 | +139 | $22.8K | +$7.3K | 40.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,029 | +100 | $48.2K | +$6.8K | 10.8% |
| Bruce G. Allen Investments, LLC | 748 | +112 | $35.0K | +$6.7K | 17.6% |
| TD PRIVATE CLIENT WEALTH LLC | 2,006 | +47 | $93.9K | +$6.6K | 2.4% |
| Rossby Financial, LCC | 535 | +103 | $25.0K | +$5.9K | 23.8% |
| Colonial Trust Advisors | 342 | +100 | $16.0K | +$5.2K | 41.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 819 | +66 | $38.5K | +$4.8K | 8.8% |
| HFM Investment Advisors, LLC | 118 | +100 | $5.5K | +$4.7K | 555.5% |
| Plante Moran Financial Advisors, LLC | 1,622 | +5 | $75.9K | +$3.9K | 0.3% |
| High Note Wealth, LLC | 132 | +67 | $6.2K | +$3.3K | 103.1% |
| American Capital Advisory, LLC | 1,030 | +19 | $48.2K | +$3.2K | 1.9% |
| Nemes Rush Group LLC | 738 | +22 | $34.5K | +$2.6K | 3.1% |
| Park Square Financial Group, LLC | 726 | +95 | $30.7K | +$2.6K | 15.1% |
| Versant Capital Management, Inc | 1,017 | +5 | $47.6K | +$2.5K | 0.5% |
| Dogwood Wealth Management LLC | 62 | +49 | $2.9K | +$2.3K | 376.9% |
| iA Global Asset Management Inc. | 50,811 | +48,829 | $2.4K | +$2.3K | 2463.6% |
| Golden State Wealth Management, LLC | 384 | +28 | $18.0K | +$2.1K | 7.9% |
| Bay Harbor Wealth Management, LLC | 81 | +41 | $3.8K | +$2.0K | 102.5% |
| NATIXIS ADVISORS, LLC | 674,312 | +11,341 | $31.6K | +$2.0K | 1.7% |
| PAYDEN & RYGEL | 272,000 | +28,400 | $12.7K | +$1.9K | 11.7% |
| Midwest Capital Advisors, LLC | 789 | +1 | $36.9K | +$1.8K | 0.1% |
| Rialto Wealth Management, LLC | 103 | +29 | $4.8K | +$1.5K | 39.2% |
| BELLEVUE ASSET MANAGEMENT, LLC | 445 | +4 | $20.8K | +$1.2K | 0.9% |
| SIT INVESTMENT ASSOCIATES INC | 162,585 | +18,066 | $7.6K | +$1.2K | 12.5% |
| Washington Trust Advisors, Inc. | 342 | +7 | $16.0K | +$1.1K | 2.1% |
| BI Asset Management Fondsmaeglerselskab A/S | 50,070 | +19,588 | $2.3K | +$986 | 64.3% |
| Janney Montgomery Scott LLC | 233,355 | +6,798 | $10.9K | +$830 | 3.0% |
| Triumph Capital Management | 356 | +1 | $16.7K | +$828 | 0.3% |
| Mn Services Vermogensbeheer B.V. | 254,524 | +3,424 | $11.9K | +$727 | 1.4% |
| ORG Partners LLC | 254 | +1 | $11.9K | +$619 | 0.4% |
| IMG Wealth Management, Inc. | 129 | +6 | $6.0K | +$558 | 4.9% |
| Valued Wealth Advisors LLC | 149 | +4 | $7.0K | +$528 | 2.8% |
| Bogart Wealth, LLC | 73 | +8 | $3.4K | +$521 | 12.3% |
| Aspect Partners, LLC | 52 | +9 | $2.4K | +$518 | 20.9% |
| Dunhill Financial, LLC | 69 | +7 | $3.2K | +$481 | 11.3% |
| Handelsbanken Fonder AB | 92,151 | +5,200 | $4.3K | +$440 | 6.0% |
| AMALGAMATED BANK | 128,585 | +2,839 | $6.0K | +$417 | 2.3% |
| Morningstar Investment Management LLC | 46,421 | +6,682 | $2.2K | +$403 | 16.8% |
| Daiwa Securities Group Inc. | 106,812 | +2,937 | $5.0K | +$372 | 2.8% |
| CWM, LLC | 27,656 | +6,405 | $1.3K | +$348 | 30.1% |
| WestEnd Advisors, LLC | 21 | +6 | $983 | +$315 | 40.0% |
| NVWM, LLC | 30 | +5 | $1.4K | +$290 | 20.0% |
| Arete Wealth Advisors, LLC | 11,882 | +3,501 | $556 | +$184 | 41.8% |
| Smithfield Trust Co | 4,938 | +3,658 | $231 | +$174 | 285.8% |
| Harvest Fund Management Co., Ltd | 3,435 | +3,123 | $161 | +$147 | 1001.0% |
| Quaker Wealth Management, LLC | 37 | +1 | $1.7K | +$128 | 2.8% |
| BESSEMER GROUP INC | 22,987 | +1,268 | $1.1K | +$111 | 5.8% |
| FOSTER & MOTLEY INC | 16,072 | +91 | $752 | +$40 | 0.6% |
| CX Institutional | 9,652 | +374 | $452 | +$39 | 4.0% |
| VALLEY NATIONAL ADVISERS INC | 6,899 | +53 | $322 | +$18 | 0.8% |
| GW&K Investment Management, LLC | 534 | +26 | $25 | +$2 | 5.1% |
| HAZLETT, BURT & WATSON, INC. | 183 | +1 | $9 | +$1 | 0.5% |