13F QoQ Ownership Changes
GENVR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 113 new · 249 added · 321 reduced · 92 exited
New Positions(113)
Added To(249)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 3,966,850 | +3,059,139 | $107.9M | +$82.1M | 337.0% |
| FIRST TRUST ADVISORS LP | 19,941,546 | +3,640,451 | $542.2M | +$79.4M | 22.3% |
| VANGUARD GROUP INC | 73,310,110 | +1,096,313 | $1.99B | -$56.8M | 1.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8,978,710 | +2,377,874 | $244.1M | +$56.7M | 36.0% |
| VICTORY CAPITAL MANAGEMENT INC | 3,328,737 | +2,082,850 | $90.5M | +$55.1M | 167.2% |
| Boston Partners | 15,644,289 | +1,954,712 | $425.3M | +$36.7M | 14.3% |
| Woodline Partners LP | 1,347,210 | +1,319,072 | $36.6M | +$35.8M | 4687.9% |
| NEUBERGER BERMAN GROUP LLC | 4,239,639 | +1,306,869 | $115.3M | +$32.0M | 44.6% |
| PRUDENTIAL FINANCIAL INC | 2,034,799 | +1,050,388 | $55.3M | +$27.4M | 106.7% |
| GOLDMAN SACHS GROUP INC | 3,351,550 | +992,898 | $91.1M | +$24.2M | 42.1% |
| Pictet Asset Management Holding SA | 4,156,668 | +1,017,931 | $113.1M | +$23.9M | 32.4% |
| BARCLAYS PLC | 2,547,787 | +563,212 | $74.9M | +$18.6M | 28.4% |
| Amundi | 4,311,885 | +698,490 | $117.2M | +$17.0M | 19.3% |
| FMR LLC | 41,603,679 | +1,164,690 | $1.13B | -$16.9M | 2.9% |
| ExodusPoint Capital Management, LP | 818,301 | +581,140 | $22.2M | +$15.5M | 245.0% |
| BANK OF AMERICA CORP /DE/ | 2,383,590 | +630,144 | $64.8M | +$15.0M | 35.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 15,592,196 | +129,413 | $422.5M | -$14.9M | 0.8% |
| Invesco Ltd. | 9,975,365 | +878,662 | $271.2M | +$13.0M | 9.7% |
| Gotham Asset Management, LLC | 2,031,771 | +531,174 | $55.2M | +$12.6M | 35.4% |
| Focus Partners Wealth | 442,232 | +414,233 | $12.0M | +$11.2M | 1479.5% |
| DEUTSCHE BANK AG\ | 3,610,219 | +511,849 | $98.2M | +$10.2M | 16.5% |
| Empowered Funds, LLC | 436,087 | +363,693 | $11.9M | +$9.8M | 502.4% |
| TODD ASSET MANAGEMENT LLC | 1,548,083 | +388,423 | $42.1M | +$9.2M | 33.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 7,912,148 | +55,488 | $215.1M | -$7.9M | 0.7% |
| Mubadala Investment Co PJSC | 421,320 | +286,253 | $11.5M | +$7.6M | 211.9% |
| LBP AM SA | 738,272 | +287,369 | $20.1M | +$7.3M | 63.7% |
| Alberta Investment Management Corp | 1,550,000 | +300,000 | $42.1M | +$6.7M | 24.0% |
| NOMURA HOLDINGS INC | 253,538 | +224,554 | $6.9M | +$6.1M | 774.8% |
| NATIONAL BANK OF CANADA /FI/ | 417,597 | +223,756 | $11.4M | +$5.9M | 115.4% |
| Vinva Investment Management Ltd | 242,565 | +191,483 | $6.7M | +$5.2M | 374.9% |
| BNP PARIBAS FINANCIAL MARKETS | 1,173,575 | +232,237 | $31.9M | +$5.2M | 24.7% |
| Sound Income Strategies, LLC | 194,563 | +194,056 | $5.1M | +$5.1M | 38275.3% |
| SEI INVESTMENTS CO | 1,989,912 | +253,988 | $54.1M | +$4.8M | 14.6% |
| IFM Investors Pty Ltd | 140,587 | +9,159 | $3.8K | -$3.8M | 7.0% |
| Verition Fund Management LLC | 278,339 | +140,008 | $7.6M | +$3.6M | 101.2% |
| Banque Cantonale Vaudoise | 112,668 | +27,282 | $3.1M | +$3.1M | 31.9% |
| Mirae Asset Global Investments Co., Ltd. | 220,121 | +100,344 | $6.0M | +$2.6M | 83.8% |
| National Pension Service | 934,892 | +112,136 | $25.4M | +$2.1M | 13.6% |
| Bank of New York Mellon Corp | 4,907,527 | +278,010 | $133.4M | +$2.0M | 6.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,649,608 | +92,752 | $99.2M | -$1.7M | 2.6% |
| Kendall Capital Management | 194,470 | +69,575 | $5.3M | +$1.7M | 55.7% |
| Rakuten Investment Management, Inc. | 72,229 | +61,964 | $2.0M | +$1.5M | 603.6% |
| Legal & General Group Plc | 9,085,216 | +334,156 | $247.0M | -$1.4M | 3.8% |
| CIBC Asset Management Inc | 134,000 | +55,097 | $3.6M | +$1.4M | 69.8% |
| Triodos Investment Management BV | 1,425,038 | +500 | $39.1M | -$1.3M | 0.0% |
| GABELLI FUNDS LLC | 155,576 | +39,621 | $4.2M | +$938.1K | 34.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 389,444 | +46,509 | $10.6M | +$893.2K | 13.6% |
| Generali Investments CEE, investicni spolecnost, a.s. | 229,278 | +38,766 | $6.2M | +$825.4K | 20.3% |
| CI INVESTMENTS INC. | 29,210 | +3,212 | $794.2K | +$793.5K | 12.3% |
| Squarepoint Ops LLC | 44,326 | +29,377 | $1.2M | +$780.8K | 196.5% |
| NORGES BANK | 1,176,561 | +37,373 | $32.0M | +$742.8K | 3.3% |
| Corient Private Wealth LLC | 253,171 | +101,635 | $5.0M | +$713.5K | 67.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 872,408 | +58,559 | $23.7M | +$615.6K | 7.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 87,088 | +24,390 | $2.4M | +$587.9K | 38.9% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 225,689 | +29,548 | $6.1M | +$568.0K | 15.1% |
| ALLSTATE CORP | 43,788 | +21,689 | $1.2M | +$563.2K | 98.1% |
| State of Tennessee, Department of Treasury | 131,831 | +943 | $3.2M | -$553.3K | 0.7% |
| B. Metzler seel. Sohn & Co. AG | 176,429 | +26,138 | $4.8M | +$530.3K | 17.4% |
| AQR CAPITAL MANAGEMENT LLC | 789,671 | +51,828 | $21.5M | +$523.8K | 7.0% |
| Quantinno Capital Management LP | 1,677,132 | +88,630 | $45.6M | +$503.6K | 5.6% |
| Vest Financial, LLC | 40,471 | +18,228 | $1.1M | +$468.9K | 81.9% |
| FIL Ltd | 30,708 | +17,033 | $835.0K | +$446.7K | 124.5% |
| L2 Asset Management, LLC | 86,302 | +18,431 | $2.3M | +$419.7K | 27.1% |
| ENVESTNET ASSET MANAGEMENT INC | 225,603 | +23,844 | $6.1M | +$406.1K | 11.8% |
| Global Retirement Partners, LLC | 15,428 | +13,976 | $419.5K | +$378.3K | 962.5% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 92,729 | +16,967 | $2.5M | +$370.4K | 22.4% |
| Dakota Wealth Management | 183,818 | +20,764 | $5.0M | +$368.9K | 12.7% |
| Erste Asset Management GmbH | 149,614 | +18,880 | $4.1M | +$362.5K | 14.4% |
| PRINCIPAL FINANCIAL GROUP INC | 681,012 | +16,450 | $18.5M | -$350.2K | 2.5% |
| MUFG Securities EMEA plc | 23,002 | +12,275 | $625.4K | +$320.9K | 114.4% |
| NEOS Investment Management LLC | 88,794 | +14,840 | $2.4M | +$314.8K | 20.1% |
| Korea Investment CORP | 438,354 | +7,654 | $11.9M | -$308.7K | 1.8% |
| Marex Group plc | 31,106 | +12,222 | $845.8K | +$308.7K | 64.7% |
| Walleye Trading LLC | 28,000 | +10,800 | $761.3K | +$273.0K | 62.8% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 32,673 | +10,972 | $888.4K | +$272.3K | 50.5% |
| ProShare Advisors LLC | 180,188 | +17,156 | $4.9M | +$270.8K | 10.5% |
| Sequoia Financial Advisors, LLC | 22,851 | +10,434 | $621.3K | +$268.8K | 84.0% |
| Investment Management Corp of Ontario | 35,426 | +10,668 | $963.2K | +$260.4K | 43.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 51,342 | +11,334 | $1.3M | +$253.4K | 28.3% |
| BROWN BROTHERS HARRIMAN & CO | 11,105 | +9,349 | $301.9K | +$252.1K | 532.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 262,161 | +19,651 | $7.1M | +$243.3K | 8.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,155,639 | +102,345 | $30.1M | +$224.5K | 9.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 326,435 | +6,453 | $8.9M | -$206.7K | 2.0% |
| Callan Family Office, LLC | 26,686 | +8,361 | $725.6K | +$205.3K | 45.6% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 189,862 | +1,958 | $5.2M | -$172.2K | 1.0% |
| COMMERCE BANK | 33,557 | +7,271 | $912.4K | +$166.2K | 27.7% |
| Lansforsakringar Fondforvaltning AB (publ) | 196,060 | +2,465 | $5.3M | -$165.3K | 1.3% |
| BANK OF NOVA SCOTIA | 89,725 | +9,413 | $2.4M | +$159.5K | 11.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,615 | +6,190 | $397.4K | +$158.2K | 73.5% |
| TRUIST FINANCIAL CORP | 89,429 | +9,292 | $2.4M | +$156.5K | 11.6% |
| Board of the Pension Protection Fund | 59,100 | +8,000 | $1.6M | +$156.2K | 15.7% |
| MIZUHO SECURITIES USA LLC | 40,864 | +45 | $1.1M | -$154.1K | 0.1% |
| Caprock Group, LLC | 16,240 | +6,730 | $441.6K | +$150.2K | 70.8% |
| GLOBEFLEX CAPITAL L P | 28,485 | +6,133 | $774.5K | +$139.9K | 27.4% |
| M&T Bank Corp | 16,336 | +5,363 | $444.6K | +$133.5K | 48.9% |
| Diversified Trust Co | 222,157 | +4,761 | $6.0M | -$131.4K | 2.2% |
| Aurora Investment Counsel | 54,905 | +6,316 | $1.5M | +$113.4K | 13.0% |
| &PARTNERS | 35,894 | +5,441 | $976.0K | +$110.7K | 17.9% |
| Kestra Advisory Services, LLC | 14,762 | +4,289 | $401.4K | +$104.0K | 41.0% |
| GAMMA Investing LLC | 17,604 | +4,236 | $478.7K | +$99.1K | 31.7% |
| Merit Financial Group, LLC | 16,610 | +4,109 | $451.6K | +$96.7K | 32.9% |
| DNB Asset Management AS | 108,304 | +1,279 | $2.9M | -$93.7K | 1.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | 18,547 | +3,999 | $504.3K | +$91.3K | 27.5% |
| Baker Avenue Asset Management, LP | 18,879 | +3,896 | $513.3K | +$88.0K | 26.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 53,976 | +5,196 | $1.5M | +$82.7K | 10.7% |
| State of Wyoming | 8,772 | +3,236 | $238.5K | +$81.3K | 58.5% |
| Advisory Alpha, LLC | 15,538 | +3,358 | $422.5K | +$80.5K | 27.6% |
| Nilsine Partners, LLC | 101,860 | +7,059 | $2.8M | +$78.2K | 7.4% |
| Forza Wealth Management, LLC | 22,708 | +3,705 | $617.4K | +$77.9K | 19.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 64,222 | +100 | $1.7M | -$74.2K | 0.1% |
| AGF MANAGEMENT LTD | 113,630 | +7,310 | $3.1M | +$71.2K | 6.9% |
| AVIVA PLC | 422,874 | +20,374 | $11.5M | +$71.0K | 5.1% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13,472 | +2,999 | $366.3K | +$69.0K | 28.6% |
| Quartz Partners, LLC | 175,399 | +5,031 | $4.8M | -$67.6K | 3.0% |
| Chicago Partners Investment Group LLC | 18,167 | +3,377 | $461.6K | +$66.6K | 22.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 179,960 | +5,316 | $4.9M | -$65.0K | 3.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 68,201 | +620 | $1.9M | -$64.2K | 0.9% |
| XPONANCE, INC. | 95,463 | +1,783 | $2.6M | -$63.9K | 1.9% |
| Federation des caisses Desjardins du Quebec | 120,713 | +3,043 | $3.3M | -$58.1K | 2.6% |
| Vise Technologies, Inc. | 62,848 | +666 | $1.7M | -$56.5K | 1.1% |
| Vanguard Personalized Indexing Management, LLC | 51,421 | +320 | $1.4M | -$52.7K | 0.6% |
| Tredje AP-fonden | 61,363 | +790 | $1.7M | -$51.2K | 1.3% |
| Kera Capital Partners, Inc. | 17,788 | +4,479 | $426.7K | +$48.9K | 33.6% |
| Asset Management One Co., Ltd. | 547,480 | +17,381 | $15.1M | +$48.5K | 3.3% |
| Rockefeller Capital Management L.P. | 7,151 | +1,989 | $194.5K | +$47.9K | 38.5% |
| Forum Financial Management, LP | 14,998 | +2,137 | $407.8K | +$42.7K | 16.6% |
| Ellis Investment Partners, LLC | 43,499 | +3,212 | $1.2M | +$39.0K | 8.0% |
| Norinchukin Bank, The | 36,563 | +2,889 | $994.1K | +$38.1K | 8.6% |
| Freestone Grove Partners LP | 10,331 | +1,760 | $280.9K | +$37.6K | 20.5% |
| CIBC WORLD MARKET INC. | 59,492 | +1,249 | $1.6M | -$35.9K | 2.1% |
| Optas, LLC | 10,850 | +1,704 | $295.0K | +$35.4K | 18.6% |
| TWIN CAPITAL MANAGEMENT INC | 28,105 | +45 | $764.2K | -$32.4K | 0.2% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 16,050 | +1,700 | $436.4K | +$29.0K | 11.8% |
| USS Investment Management Ltd | 105,470 | +3,404 | $2.9M | -$28.9K | 3.3% |
| Compound Planning, Inc. | 13,257 | +1,541 | $360.5K | +$27.8K | 13.2% |
| CHOREO, LLC | 12,573 | +1,387 | $345.3K | +$27.7K | 12.4% |
| Waterloo Capital, L.P. | 34,753 | +2,427 | $944.9K | +$27.2K | 7.5% |
| Clearstead Advisors, LLC | 2,263 | +1,040 | $61.5K | +$26.8K | 85.0% |
| EVENTIDE ASSET MANAGEMENT, LLC | 28,796 | +2,250 | $790.7K | +$26.4K | 8.5% |
| NORDEA INVESTMENT MANAGEMENT AB | 57,075 | +2,445 | $1.6M | +$25.5K | 4.5% |
| CENTRAL TRUST Co | 6,454 | +1,123 | $175.5K | +$24.1K | 21.1% |
| Ashton Thomas Private Wealth, LLC | 14,000 | +1,391 | $380.6K | +$22.7K | 11.0% |
| Beacon Pointe Advisors, LLC | 9,523 | +1,196 | $258.9K | +$22.5K | 14.4% |
| Tidal Investments LLC | 81,867 | +4,251 | $2.2M | +$22.4K | 5.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 81,629 | +2,676 | $2.2M | -$22.0K | 3.4% |
| Farther Finance Advisors, LLC | 4,195 | +943 | $114.0K | +$21.7K | 29.0% |
| CAPTRUST FINANCIAL ADVISORS | 29,545 | +487 | $803.3K | -$21.6K | 1.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 17,931 | +69 | $487.5K | -$19.6K | 0.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,812 | +73 | $484.3K | -$19.3K | 0.4% |
| NBC SECURITIES, INC. | 24,408 | +354 | $663.7K | -$19.2K | 1.5% |
| Gateway Wealth Partners, LLC | 8,430 | +1,000 | $229.2K | +$18.3K | 13.4% |
| MUFG SECURITIES AMERICAS INC. | 15,119 | +6 | $411.1K | -$18.0K | 0.0% |
| Bayforest Capital Ltd | 2,130 | +711 | $57.9K | +$17.6K | 50.1% |
| Czech National Bank | 147,982 | +5,642 | $4.0M | -$17.4K | 4.0% |
| MARTIN & CO INC /TN/ | 164,578 | +6,368 | $4.5M | -$16.7K | 4.0% |
| CERTUITY, LLC | 10,530 | +1,021 | $286.3K | +$16.4K | 10.7% |
| CIBC Private Wealth Group LLC | 62,705 | +3,224 | $1.7M | +$16.3K | 5.4% |
| ALPS ADVISORS INC | 46,324 | +1,395 | $1.3M | -$16.0K | 3.1% |
| Wealthfront Advisers LLC | 33,828 | +1,991 | $919.8K | +$15.9K | 6.3% |
| Coastal Bridge Advisors, LLC | 61,348 | +2,040 | $1.7M | -$15.7K | 3.4% |
| TD PRIVATE CLIENT WEALTH LLC | 1,539 | +611 | $41.8K | +$15.5K | 65.8% |
| SG Americas Securities, LLC | 611,418 | +571,165 | $16.6K | +$15.5K | 1418.9% |
| STRS OHIO | 13,160 | +23 | $357.8K | -$15.1K | 0.2% |
| Candriam S.C.A. | 97,411 | +3,600 | $2.6M | -$14.6K | 3.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,973,539 | +593,189 | $53.7K | +$14.5K | 43.0% |
| Benchmark Financial Wealth Advisors, LLC | 12,309 | +24 | $334.7K | -$14.1K | 0.2% |
| HB Wealth Management, LLC | 20,072 | +1,340 | $545.8K | +$14.0K | 7.2% |
| FIFTH THIRD BANCORP | 12,110 | +66 | $329.3K | -$12.7K | 0.5% |
| ELEVATION WEALTH PARTNERS, LLC | 724 | +472 | $19.7K | +$12.5K | 187.3% |
| Haven Private, LLC | 18,574 | +355 | $505.0K | -$12.2K | 1.9% |
| Salomon & Ludwin, LLC | 594 | +456 | $15.5K | +$11.7K | 330.4% |
| PFG Investments, LLC | 9,928 | +14 | $269.9K | -$11.5K | 0.1% |
| QUADRANT CAPITAL GROUP LLC | 11,834 | +102 | $321.8K | -$11.3K | 0.9% |
| Cornerstone Wealth Management, LLC | 9,445 | +19 | $256.8K | -$10.8K | 0.2% |
| Physician Wealth Advisors, Inc. | 386 | +356 | $10.5K | +$9.6K | 1186.7% |
| Penserra Capital Management LLC | 3,389,963 | +469,058 | $92.2K | +$9.2K | 16.1% |
| MassMutual Private Wealth & Trust, FSB | 2,223 | +414 | $60.4K | +$9.1K | 22.9% |
| Steward Partners Investment Advisory, LLC | 1,544 | +381 | $42.0K | +$8.9K | 32.8% |
| EverSource Wealth Advisors, LLC | 2,949 | +439 | $80.2K | +$8.9K | 17.5% |
| Blue Trust, Inc. | 16,210 | +387 | $440.8K | -$8.5K | 2.4% |
| Steigerwald, Gordon & Koch Inc. | 1,171 | +311 | $31.8K | +$7.4K | 36.2% |
| Anfield Capital Management, LLC | 420 | +275 | $11.4K | +$7.3K | 189.7% |
| PNC Financial Services Group, Inc. | 73,480 | +2,852 | $2.0M | -$7.2K | 4.0% |
| Root Financial Partners, LLC | 2,688 | +367 | $73.1K | +$7.2K | 15.8% |
| MAI Capital Management | 24,771 | +1,296 | $673.5K | +$7.1K | 5.5% |
| Cornerstone Wealth Group, LLC | 17,868 | +512 | $485.8K | -$6.9K | 2.9% |
| Platform Technology Partners | 12,659 | +301 | $344.2K | -$6.6K | 2.4% |
| Outlook Wealth Advisors, LLC | 9,413 | +167 | $255.9K | -$6.5K | 1.8% |
| Creative Planning | 80,646 | +3,180 | $2.2M | -$6.5K | 4.1% |
| HUNTINGTON NATIONAL BANK | 5,216 | +448 | $141.8K | +$6.5K | 9.4% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1,082,457 | +260,000 | $29.4K | +$6.1K | 31.6% |
| ORG Partners LLC | 1,455 | +250 | $39.6K | +$5.4K | 20.7% |
| LSV ASSET MANAGEMENT | 8,733,616 | +189,100 | $237.5K | -$5.1K | 2.2% |
| JONES FINANCIAL COMPANIES LLLP | 3,119 | +1 | $84.8K | -$5.0K | 0.0% |
| CITIZENS FINANCIAL GROUP INC/RI | 12,238 | +678 | $332.7K | +$4.6K | 5.9% |
| Transamerica Financial Advisors, LLC | 203 | +168 | $5.5K | +$4.5K | 480.0% |
| JFS WEALTH ADVISORS, LLC | 804 | +176 | $21.9K | +$4.0K | 28.0% |
| AdvisorNet Financial, Inc | 3,176 | +1 | $86.3K | -$3.8K | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 345 | +136 | $9.4K | +$3.4K | 65.1% |
| Advisors Capital Management, LLC | 10,207 | +323 | $277.5K | -$3.1K | 3.3% |
| Parkside Financial Bank & Trust | 759 | +139 | $20.6K | +$3.0K | 22.4% |
| Fisher Asset Management, LLC | 7,735 | +430 | $210.3K | +$2.9K | 5.9% |
| Prestige Wealth Management Group LLC | 126 | +105 | $3.5K | +$2.9K | 500.0% |
| GAMCO INVESTORS, INC. ET AL | 118,288 | +4,904 | $3.2M | -$2.7K | 4.3% |
| Horizon Investments, LLC | 8,694 | +274 | $236.4K | -$2.7K | 3.3% |
| Dunhill Financial, LLC | 1,950 | +7 | $53.0K | -$2.2K | 0.4% |
| Clearstead Trust, LLC | 460 | +93 | $12.5K | +$2.1K | 25.3% |
| Institute for Wealth Management, LLC. | 17,071 | +653 | $464.2K | -$2.0K | 4.0% |
| Larson Financial Group LLC | 2,299 | +44 | $62.5K | -$1.5K | 1.9% |
| Parallel Advisors, LLC | 8,732 | +418 | $237.4K | +$1.4K | 5.0% |
| SYON CAPITAL LLC | 25,147 | +1,105 | $683.7K | +$1.2K | 4.6% |
| Wealth Watch Advisors, INC | 171 | +47 | $4.6K | +$1.1K | 37.9% |
| Rossby Financial, LCC | 104 | +35 | $2.8K | +$888 | 50.7% |
| GREENLEAF TRUST | 18,199 | +738 | $494.8K | -$887 | 4.2% |
| Silicon Valley Capital Partners | 803 | +3 | $21.8K | -$859 | 0.4% |
| Cullen/Frost Bankers, Inc. | 1,117 | +17 | $30.4K | -$858 | 1.5% |
| Bay Harbor Wealth Management, LLC | 66 | +31 | $1.8K | +$801 | 88.6% |
| Mowery & Schoenfeld Wealth Management, LLC | 111 | +31 | $3.0K | +$747 | 38.8% |
| Calamos Wealth Management LLC | 13,112 | +528 | $356.5K | -$745 | 4.2% |
| UMB Bank, n.a. | 1,514 | +41 | $41.2K | -$653 | 2.8% |
| CYBER HORNET ETFs LLC | 1,628 | +89 | $44.3K | +$573 | 5.8% |
| GHP Investment Advisors, Inc. | 494 | +1 | $13.4K | -$547 | 0.2% |
| FOSTER & MOTLEY INC | 30,226 | +19,855 | $822 | +$528 | 191.4% |
| WINNOW WEALTH LLC | 33 | +19 | $924 | +$518 | 135.7% |
| Handelsbanken Fonder AB | 136,960 | +21,399 | $3.7K | +$443 | 18.5% |
| American Capital Advisory, LLC | 27 | +16 | $735 | +$422 | 145.4% |
| BESSEMER GROUP INC | 30,862 | +16,063 | $840 | +$419 | 108.5% |
| Ilmarinen Mutual Pension Insurance Co | 118,021 | +18,000 | $3.2K | +$369 | 18.0% |
| Activest Wealth Management | 37 | +12 | $1.0K | +$296 | 48.0% |
| Fortitude Family Office, LLC | 293 | +2 | $8.0K | -$294 | 0.7% |
| CSM Advisors, LLC | 25,234 | +10,457 | $686 | +$267 | 70.8% |
| PRAXIS INVESTMENT MANAGEMENT INC | 18,545 | +9,636 | $504 | +$251 | 108.2% |
| Howard Hughes Medical Institute | 121 | +1 | $3.3K | -$117 | 0.8% |
| NATIXIS ADVISORS, LLC | 311,475 | +9,227 | $8.5K | -$112 | 3.0% |
| AMALGAMATED BANK | 109,222 | +844 | $3.0K | -$107 | 0.8% |
| NVWM, LLC | 34 | +5 | $924 | +$101 | 17.2% |
| TEALWOOD ASSET MANAGEMENT INC | 81,715 | +426 | $2.2K | -$86 | 0.5% |
| Main Management ETF Advisors, LLC | 83,781 | +856 | $2.3K | -$76 | 1.0% |
| VAN ECK ASSOCIATES CORP | 26,201 | +2,966 | $712 | +$52 | 12.8% |
| Marquette Asset Management, LLC | 112 | +3 | $3.0K | -$49 | 2.8% |
| Capital Analysts, LLC | 5,288 | +1,507 | $144 | +$37 | 39.9% |
| CX Institutional | 57,181 | +1,210 | $1.6K | -$34 | 2.2% |
| Quaker Wealth Management, LLC | 21 | +2 | $571 | +$31 | 10.5% |
| HANTZ FINANCIAL SERVICES, INC. | 5,696 | +980 | $155 | +$21 | 20.8% |
| CWM, LLC | 8,810 | +3 | $240 | -$10 | 0.0% |
| Covestor Ltd | 3,295 | +1 | $90 | -$4 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 12,685 | +488 | $345 | -$1 | 4.0% |
| GW&K Investment Management, LLC | 199 | +34 | $5 | $0 | 20.6% |
| Avion Wealth | 19 | +2 | $0 | $0 | 11.8% |