13F QoQ Ownership Changes
GPC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 132 new · 359 added · 610 reduced · 122 exited
New Positions(132)
Added To(359)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 17,533,951 | +167,981 | $2.16B | -$250.9M | 1.0% |
| HARRIS ASSOCIATES L P | 4,347,003 | +1,434,789 | $534.5M | +$130.9M | 49.3% |
| BlackRock, Inc. | 13,203,878 | +728,176 | $1.62B | -$105.6M | 5.8% |
| STATE STREET CORP | 7,589,908 | +107,440 | $940.9M | -$103.7M | 1.4% |
| D. E. Shaw & Co., Inc. | 686,703 | +592,619 | $84.4M | +$71.4M | 629.9% |
| BARCLAYS PLC | 3,554,960 | +26,663 | $431.3M | -$57.8M | 0.8% |
| NORGES BANK | 2,386,716 | +672,114 | $293.5M | +$54.0M | 39.2% |
| NATIONAL BANK OF CANADA /FI/ | 506,487 | +435,790 | $62.3M | +$52.5M | 616.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,775,438 | +64,676 | $462.8M | -$49.8M | 1.7% |
| NEUBERGER BERMAN GROUP LLC | 292,046 | +276,251 | $35.9M | +$33.7M | 1749.0% |
| JPMORGAN CHASE & CO | 2,294,749 | +57,341 | $282.2M | -$27.9M | 2.6% |
| DIMENSIONAL FUND ADVISORS LP | 1,875,011 | +14,457 | $230.6M | -$27.3M | 0.8% |
| BANK OF AMERICA CORP /DE/ | 1,748,274 | +1,924 | $215.0M | -$27.1M | 0.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,567,007 | +1,389 | $192.7M | -$24.3M | 0.1% |
| MILLENNIUM MANAGEMENT LLC | 900,918 | +260,102 | $110.8M | +$22.0M | 40.6% |
| FEDERATED HERMES, INC. | 895,629 | +9,136 | $110.1M | -$12.7M | 1.0% |
| DEUTSCHE BANK AG\ | 755,783 | +177,045 | $92.9M | +$12.7M | 30.6% |
| UBS Group AG | 1,106,471 | +36,807 | $136.1M | -$12.2M | 3.4% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 282,592 | +119,329 | $34.7M | +$12.1M | 73.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 95,349 | +136 | $11.7M | +$11.7M | 0.1% |
| TUDOR INVESTMENT CORP ET AL | 98,209 | +94,809 | $12.1M | +$11.6M | 2788.5% |
| EQUITY INVESTMENT CORP | 757,432 | +7,719 | $93.1M | -$10.8M | 1.0% |
| MORGAN STANLEY | 2,512,478 | +357,979 | $308.9M | +$10.3M | 16.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 88,580 | +77,392 | $10.9M | +$9.3M | 691.7% |
| PZENA INVESTMENT MANAGEMENT LLC | 606,880 | +1,817 | $74.6M | -$9.2M | 0.3% |
| Invesco Ltd. | 1,716,868 | +131,219 | $211.1M | -$8.7M | 8.3% |
| GABELLI FUNDS LLC | 708,500 | +19,360 | $87.1M | -$8.4M | 2.8% |
| RAYMOND JAMES FINANCIAL INC | 517,287 | +4,307 | $63.6M | -$7.5M | 0.8% |
| CITADEL ADVISORS LLC | 928,295 | +148,726 | $114.1M | +$6.1M | 19.1% |
| Zimmer Partners, LP | 75,000 | +50,000 | $9.2M | +$5.8M | 200.0% |
| FIRST TRUST ADVISORS LP | 340,959 | +34 | $41.9M | -$5.3M | 0.0% |
| MACKENZIE FINANCIAL CORP | 62,047 | +43,774 | $7.7M | +$5.1M | 239.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 328,721 | +4,130 | $40.8M | -$4.2M | 1.3% |
| ING GROEP NV | 73,542 | +38,774 | $9.0M | +$4.2M | 111.5% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 65,717 | +36,857 | $8.1M | +$4.1M | 127.7% |
| AMERIPRISE FINANCIAL INC | 421,982 | +74,390 | $51.9M | +$3.7M | 21.4% |
| RENAISSANCE TECHNOLOGIES LLC | 148,500 | +42,000 | $18.3M | +$3.5M | 39.4% |
| Focus Partners Wealth | 78,175 | +31,961 | $9.7M | +$3.2M | 69.2% |
| IFM Investors Pty Ltd | 22,537 | +177 | $2.8K | -$3.1M | 0.8% |
| JANE STREET GROUP, LLC | 183,966 | +261 | $22.6M | -$2.8M | 0.1% |
| NewEdge Advisors, LLC | 78,756 | +26,587 | $9.7M | +$2.5M | 51.0% |
| Vident Advisory, LLC | 24,126 | +18,072 | $3.0M | +$2.1M | 298.5% |
| DDD Partners, LLC | 137,233 | +684 | $16.9M | -$2.1M | 0.5% |
| CONNING INC. | 246,390 | +13,357 | $30.3M | -$2.0M | 5.7% |
| Verity & Verity, LLC | 120,646 | +1,219 | $14.8M | -$1.7M | 1.0% |
| Hendershot Investments Inc. | 125,547 | +2,181 | $15.4M | -$1.7M | 1.8% |
| GATEWAY INVESTMENT ADVISERS LLC | 108,179 | +368 | $13.3M | -$1.6M | 0.3% |
| Gotham Asset Management, LLC | 85,409 | +19,762 | $10.5M | +$1.4M | 30.1% |
| VICTORY CAPITAL MANAGEMENT INC | 338,263 | +28,430 | $41.6M | -$1.3M | 9.2% |
| Dana Investment Advisors, Inc. | 84,560 | +133 | $10.4M | -$1.3M | 0.1% |
| AQR CAPITAL MANAGEMENT LLC | 410,610 | +55,424 | $50.5M | +$1.3M | 15.6% |
| CIBC Asset Management Inc | 35,605 | +13,246 | $4.4M | +$1.3M | 59.2% |
| AE Wealth Management LLC | 163,399 | +9,821 | $20.1M | -$1.2M | 6.4% |
| PNC Financial Services Group, Inc. | 92,865 | +1,920 | $11.4M | -$1.2M | 2.1% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 30,053 | +11,864 | $3.7M | +$1.2M | 65.2% |
| HB Wealth Management, LLC | 78,180 | +465 | $9.6M | -$1.2M | 0.6% |
| U.S. Capital Wealth Advisors, LLC | 92,306 | +2,096 | $11.3M | -$1.2M | 2.3% |
| Bridgewater Associates, LP | 11,107 | +9,342 | $1.4M | +$1.1M | 529.3% |
| SEI INVESTMENTS CO | 99,349 | +19,145 | $12.2M | +$1.1M | 23.9% |
| CREDIT AGRICOLE S A | 23,215 | +10,552 | $2.9M | +$1.1M | 83.3% |
| Concurrent Investment Advisors, LLC | 24,753 | +10,652 | $3.0M | +$1.1M | 75.5% |
| TD Asset Management Inc | 67,638 | +545 | $8.3M | -$982.3K | 0.8% |
| CAMDEN NATIONAL BANK | 63,849 | +339 | $7.9M | -$951.6K | 0.5% |
| Miramar Capital, LLC | 83,047 | +2,603 | $10.2M | -$938.1K | 3.2% |
| Corient Private Wealth LLC | 36,841 | +6,678 | $3.3M | -$927.1K | 22.1% |
| CACTI ASSET MANAGEMENT LLC | 84,984 | +1,500 | $10.6M | -$921.2K | 1.8% |
| BANK OF NOVA SCOTIA | 99,764 | +4,665 | $12.3M | -$913.7K | 4.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 163,858 | +12,010 | $20.1M | -$898.2K | 7.9% |
| Empowered Funds, LLC | 11,163 | +7,721 | $1.4M | +$895.5K | 224.3% |
| Allied Investment Advisors, LLC | 82,642 | +2,986 | $10.2M | -$878.7K | 3.7% |
| Allen Capital Group, LLC | 54,930 | +469 | $6.8M | -$794.1K | 0.9% |
| ALLSTATE CORP | 11,270 | +6,821 | $1.4M | +$769.1K | 153.3% |
| Asset Management One Co., Ltd. | 62,680 | +874 | $7.8M | -$768.8K | 1.4% |
| Tidal Investments LLC | 29,710 | +8,715 | $3.7M | +$743.2K | 41.5% |
| GHP Investment Advisors, Inc. | 47,738 | +38 | $5.9M | -$741.2K | 0.1% |
| Resona Asset Management Co.,Ltd. | 59,464 | +1,245 | $7.3M | -$737.9K | 2.1% |
| Mitsubishi UFJ Trust & Banking Corp | 58,948 | +1,463 | $7.2M | -$719.2K | 2.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 152,358 | +21,487 | $18.8M | +$676.0K | 16.4% |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 53,434 | +1,319 | $6.6M | -$652.9K | 2.5% |
| AZZAD ASSET MANAGEMENT INC /ADV | 42,981 | +141 | $5.3M | -$652.8K | 0.3% |
| COMERICA BANK | 76,826 | +4,028 | $9.4M | -$643.3K | 5.5% |
| M&T Bank Corp | 36,456 | +8,753 | $4.5M | +$642.5K | 31.6% |
| LongView Wealth Management | 69,594 | +9,271 | $9.0M | +$631.4K | 15.4% |
| ALPS ADVISORS INC | 190,735 | +17,093 | $23.5M | -$614.0K | 9.8% |
| PINKERTON WEALTH, LLC | 40,425 | +153 | $5.0M | -$611.1K | 0.4% |
| SummitTX Capital, L.P. | 24,955 | +7,127 | $3.1M | +$597.5K | 40.0% |
| Amundi | 331,420 | +33,082 | $40.8M | -$553.5K | 11.1% |
| Mariner, LLC | 52,695 | +2,002 | $6.5M | -$547.7K | 3.9% |
| Ellsworth Advisors, LLC | 47,406 | +3,156 | $6.5M | +$545.1K | 7.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 18,040 | +5,958 | $2.2M | +$543.6K | 49.3% |
| MORTON COMMUNITY BANK | 30,075 | +1,445 | $4.2M | +$535.2K | 5.0% |
| KANAWHA CAPITAL MANAGEMENT LLC | 37,122 | +428 | $4.6M | -$521.3K | 1.2% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 33,242 | +5 | $4.1M | -$519.3K | 0.0% |
| Telos Capital Management, Inc. | 43,034 | +1,125 | $5.3M | -$517.1K | 2.7% |
| Soltis Investment Advisors LLC | 49,757 | +1,913 | $6.1M | -$513.1K | 4.0% |
| BNP PARIBAS FINANCIAL MARKETS | 316,407 | +32,074 | $38.9M | -$503.1K | 11.3% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 39,660 | +1,017 | $4.9M | -$479.3K | 2.6% |
| Voya Investment Management LLC | 30,841 | +56 | $3.8M | -$474.6K | 0.2% |
| Kestra Advisory Services, LLC | 36,055 | +646 | $4.4M | -$474.4K | 1.8% |
| HORAN Wealth, LLC | 32,827 | +294 | $4.0M | -$472.7K | 0.9% |
| Squarepoint Ops LLC | 16,507 | +5,197 | $2.0M | +$462.1K | 46.0% |
| MONTAG A & ASSOCIATES INC | 54,233 | +2,791 | $6.7M | -$456.1K | 5.4% |
| Illinois Municipal Retirement Fund | 94,025 | +13,740 | $11.6M | +$433.8K | 17.1% |
| BCS Private Wealth Management, Inc. | 27,855 | +18 | $3.5M | -$432.8K | 0.1% |
| Revisor Wealth Management LLC | 9,677 | +3,228 | $1.3M | +$427.7K | 50.0% |
| USS Investment Management Ltd | 29,853 | +370 | $3.7M | -$413.7K | 1.3% |
| BANK OF MONTREAL /CAN/ | 105,215 | +14,792 | $12.9M | +$404.6K | 16.4% |
| Czech National Bank | 36,677 | +1,350 | $4.5M | -$386.5K | 3.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 42,357 | +7,568 | $5.2M | +$386.5K | 21.8% |
| Cornerstone Wealth Group, LLC | 29,946 | +622 | $3.7M | -$382.2K | 2.1% |
| Modera Wealth Management, LLC | 24,551 | +61 | $3.0M | -$375.5K | 0.2% |
| HUTNER CAPITAL MANAGEMENT INC | 25,028 | +129 | $3.1M | -$373.5K | 0.5% |
| Woodline Partners LP | 23,734 | +5,351 | $2.9M | +$370.4K | 29.1% |
| LBP AM SA | 36,961 | +1,550 | $4.5M | -$363.2K | 4.4% |
| Rockline Wealth Management, LLC | 29,203 | +712 | $3.6M | -$358.0K | 2.5% |
| Global Retirement Partners, LLC | 13,993 | +4,159 | $1.7M | +$357.6K | 42.3% |
| NewEdge Wealth, LLC | 7,970 | +2,944 | $980.0K | +$353.8K | 58.6% |
| PEAK6 LLC | 5,151 | +3,051 | $633.4K | +$342.3K | 145.3% |
| Hartford Financial Management Inc. | 21,077 | +15 | $2.6M | -$327.6K | 0.1% |
| Silver Lake Advisory, LLC | 34,293 | +1,580 | $4.2M | -$317.3K | 4.8% |
| Siemens Fonds Invest GmbH | 5,860 | +2,869 | $726.8K | +$312.3K | 95.9% |
| MML INVESTORS SERVICES, LLC | 32,810 | +1,498 | $4.0M | -$305.5K | 4.8% |
| Callan Family Office, LLC | 6,328 | +2,848 | $778.1K | +$295.8K | 81.8% |
| ASSETMARK, INC | 75,849 | +10,691 | $9.3M | +$295.4K | 16.4% |
| Compound Planning, Inc. | 5,254 | +2,723 | $646.1K | +$295.4K | 107.6% |
| US BANCORP \DE\ | 26,019 | +808 | $3.2M | -$295.1K | 3.2% |
| Ransom Advisory, Ltd | 2,949 | +2,166 | $400.4K | +$291.9K | 276.6% |
| Private Advisor Group, LLC | 23,568 | +633 | $2.9M | -$280.9K | 2.8% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 19,116 | +177 | $2.4M | -$274.4K | 0.9% |
| Bank of New York Mellon Corp | 931,028 | +107,006 | $114.5M | +$269.8K | 13.0% |
| Clark & Stuart, Inc | 18,185 | +105 | $2.3M | -$268.9K | 0.6% |
| Midwest Professional Planners, LTD. | 5,221 | +2,528 | $641.9K | +$268.7K | 93.9% |
| Investment Management Corp of Ontario | 9,478 | +3,001 | $1.2M | +$267.7K | 46.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 18,757 | +192 | $2.3M | -$266.7K | 1.0% |
| B. Metzler seel. Sohn & Co. AG | 20,426 | +406 | $2.5M | -$263.2K | 2.0% |
| TL Private Wealth | 4,206 | +2,103 | $539.8K | +$262.8K | 100.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 24,591 | +4,642 | $3.0M | +$258.8K | 23.3% |
| JOHNSON INVESTMENT COUNSEL INC | 293,970 | +35,013 | $36.1M | +$255.2K | 13.5% |
| Atria Investments, Inc | 19,173 | +330 | $2.4M | -$254.1K | 1.8% |
| JANUS HENDERSON GROUP PLC | 18,000 | +276 | $2.2M | -$242.1K | 1.6% |
| TORONTO DOMINION BANK | 55,714 | +4,588 | $6.9M | -$235.5K | 9.0% |
| Orion Porfolio Solutions, LLC | 36,214 | +2,450 | $4.5M | -$226.8K | 7.3% |
| Welch Group, LLC | 13,873 | +15 | $1.7M | -$214.9K | 0.1% |
| OVERSEA-CHINESE BANKING Corp Ltd | 5,231 | +2,131 | $643.2K | +$213.5K | 68.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 97,665 | +6,703 | $12.2M | -$212.4K | 7.4% |
| Sequoia Financial Advisors, LLC | 5,272 | +2,126 | $648.3K | +$212.2K | 67.6% |
| Drucker Wealth 3.0, LLC | 9,259 | +2,563 | $1.1M | +$210.4K | 38.3% |
| Capital Investment Advisors, LLC | 14,173 | +83 | $1.7M | -$210.3K | 0.6% |
| Old Port Advisors | 16,033 | +313 | $2.0M | -$207.4K | 2.0% |
| Pathstone Holdings, LLC | 14,056 | +94 | $1.7M | -$206.9K | 0.7% |
| Linden Thomas Advisory Services, LLC | 14,919 | +214 | $1.8M | -$203.7K | 1.4% |
| JONES FINANCIAL COMPANIES LLLP | 8,997 | +2,387 | $1.1M | +$196.1K | 36.1% |
| MAI Capital Management | 7,464 | +2,204 | $917.8K | +$188.7K | 41.9% |
| Central Pacific Bank - Trust Division | 12,952 | +150 | $1.6M | -$181.8K | 1.2% |
| BXM Wealth LLC | 51,096 | +47,872 | $265.7K | -$181.1K | 1484.9% |
| DELTA FINANCIAL ADVISORS LLC | 11,877 | +36 | $1.5M | -$180.7K | 0.3% |
| FORSTA AP-FONDEN | 34,400 | +2,600 | $4.2M | -$177.7K | 8.2% |
| Applied Capital LLC/FL | 13,239 | +228 | $1.6M | -$175.5K | 1.8% |
| ALLIANCEBERNSTEIN L.P. | 389,486 | +42,714 | $47.9M | -$171.4K | 12.3% |
| TrueMark Investments, LLC | 30,307 | +2,184 | $3.7M | -$171.3K | 7.8% |
| Jacobi Capital Management LLC | 12,757 | +211 | $1.6M | -$170.3K | 1.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 23,151 | +1,409 | $2.8M | -$166.8K | 6.5% |
| QRG CAPITAL MANAGEMENT, INC. | 11,026 | +91 | $1.4M | -$159.9K | 0.8% |
| XPONANCE, INC. | 20,343 | +1,176 | $2.5M | -$155.2K | 6.1% |
| BENEDICT FINANCIAL ADVISORS INC | 9,683 | +20 | $1.2M | -$148.7K | 0.2% |
| KINGSWOOD WEALTH ADVISORS, LLC | 13,800 | +502 | $1.7M | -$146.3K | 3.8% |
| LMG Wealth Partners, LLC | 9,598 | +65 | $1.2M | -$141.1K | 0.7% |
| Mirae Asset Global Investments Co., Ltd. | 33,012 | +4,716 | $4.1M | +$137.3K | 16.7% |
| FIFTH THIRD BANCORP | 14,661 | +666 | $1.8M | -$137.0K | 4.8% |
| EPG Wealth Management LLC | 9,238 | +66 | $1.1M | -$135.3K | 0.7% |
| National Pension Service | 4,449 | +1,474 | $547.0K | +$134.7K | 49.5% |
| Pacer Advisors, Inc. | 11,416 | +321 | $1.4M | -$134.1K | 2.9% |
| OAK HARBOR WEALTH PARTNERS, LLC | 8,248 | +22 | $1.0M | -$126.0K | 0.3% |
| Snowden Capital Advisors LLC | 8,146 | +18 | $1.0M | -$125.5K | 0.2% |
| FIDELIS CAPITAL PARTNERS, LLC | 3,846 | +1,329 | $472.9K | +$124.0K | 52.8% |
| Generali Asset Management SPA SGR | 17,302 | +1,064 | $2.1M | -$123.1K | 6.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,435 | +290 | $1.3M | -$123.0K | 2.9% |
| Metis Global Partners, LLC | 7,626 | +6 | $937.7K | -$118.4K | 0.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 12,886 | +519 | $1.6M | -$118.1K | 4.2% |
| BENJAMIN EDWARDS INC | 9,160 | +198 | $1.1M | -$115.8K | 2.2% |
| Nicholas Hoffman & Company, LLC. | 17,728 | +1,190 | $2.2M | -$112.3K | 7.2% |
| PRINCIPAL SECURITIES, INC. | 9,777 | +320 | $1.2M | -$108.5K | 3.4% |
| DMKC Advisory Services, LLC | 18,508 | +2,864 | $2.3M | +$107.5K | 18.3% |
| Arkadios Wealth Advisors | 21,187 | +1,653 | $2.6M | -$102.2K | 8.5% |
| Legacy Capital Wealth Partners, LLC | 6,765 | +33 | $831.8K | -$101.2K | 0.5% |
| FIL Ltd | 563,097 | +62,830 | $69.2M | -$98.6K | 12.6% |
| Summit Trail Advisors, LLC | 8,036 | +199 | $993.4K | -$97.4K | 2.5% |
| Berkeley Capital Partners, LLC | 8,573 | +298 | $1.1M | -$92.8K | 3.6% |
| Northwest & Ethical Investments L.P. | 8,001 | +268 | $983.8K | -$88.0K | 3.5% |
| DNB Asset Management AS | 27,435 | +2,461 | $3.4M | -$88.0K | 9.8% |
| Mork Capital Management, LLC | 8,870 | +370 | $1.1M | -$87.4K | 4.3% |
| Outlook Wealth Advisors, LLC | 5,063 | +1,201 | $622.6K | +$87.3K | 31.1% |
| Great Lakes Retirement, Inc. | 13,831 | +846 | $1.7M | -$85.2K | 6.5% |
| DANSKE BANK A/S | 42,480 | +4,200 | $5.2M | -$82.3K | 11.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 5,777 | +67 | $710.3K | -$81.1K | 1.2% |
| O'Keefe Stevens Advisory, Inc. | 8,546 | +385 | $1.1M | -$80.3K | 4.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16,062 | +1,234 | $2.0M | -$80.2K | 8.3% |
| AssuredPartners Investment Advisors, LLC | 2,557 | +855 | $314.4K | +$78.5K | 50.2% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 8,590 | +404 | $1.1M | -$78.4K | 4.9% |
| Foster Victor Wealth Advisors, LLC | 61,486 | +1,759 | $8.4M | +$74.2K | 2.9% |
| Inspire Investing, LLC | 18,515 | +1,571 | $2.3M | -$71.8K | 9.3% |
| Russell Investments Group, Ltd. | 66,535 | +7,993 | $8.2M | +$70.7K | 13.7% |
| Simmons Bank | 12,118 | +858 | $1.5M | -$70.6K | 7.6% |
| Valmark Advisers, Inc. | 4,570 | +7 | $561.9K | -$70.5K | 0.1% |
| PATRON PARTNERS, LLC | 5,253 | +89 | $645.9K | -$69.8K | 1.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4,445 | +11 | $546.6K | -$68.0K | 0.2% |
| SYON CAPITAL LLC | 2,610 | +783 | $321.0K | +$67.7K | 42.9% |
| Archer Investment Corp | 4,658 | +58 | $572.7K | -$64.8K | 1.3% |
| StrongBox Wealth, LLC | 2,995 | +801 | $368.3K | +$64.2K | 36.5% |
| Prestige Wealth Management Group LLC | 600 | +500 | $78.0K | +$64.0K | 500.0% |
| Gerber Kawasaki Wealth & Investment Management | 4,270 | +35 | $525.2K | -$61.9K | 0.8% |
| IHT Wealth Management, LLC | 4,644 | +83 | $571.0K | -$61.1K | 1.8% |
| OAKWORTH CAPITAL, INC. | 4,680 | +88 | $575.5K | -$61.0K | 1.9% |
| United Asset Strategies, Inc. | 4,492 | +72 | $552.4K | -$60.3K | 1.6% |
| Diversified Trust Co | 4,896 | +132 | $602.0K | -$58.3K | 2.8% |
| WEALTH ALLIANCE, LLC | 4,083 | +48 | $502.1K | -$57.1K | 1.2% |
| Texas Capital Bank Wealth Management Services Inc | 3,501 | +7 | $430.5K | -$53.8K | 0.2% |
| J2 Capital Management Inc | 4,136 | +79 | $508.6K | -$53.7K | 1.9% |
| Canada Post Corp Registered Pension Plan | 3,041 | +740 | $373.9K | +$53.6K | 32.1% |
| Tower Research Capital LLC (TRC) | 2,655 | +686 | $326.5K | +$53.6K | 34.8% |
| Forum Financial Management, LP | 3,428 | +4 | $421.5K | -$53.1K | 0.1% |
| STRS OHIO | 3,322 | +6 | $408.5K | -$51.1K | 0.2% |
| Capital Square, LLC | 4,592 | +150 | $564.6K | -$51.0K | 3.4% |
| Allianz Asset Management GmbH | 5,230 | +231 | $643.1K | -$49.8K | 4.6% |
| Norinchukin Bank, The | 8,779 | +648 | $1.1M | -$47.5K | 8.0% |
| Lido Advisors, LLC | 10,114 | +486 | $1.4M | +$47.0K | 5.0% |
| Checchi Capital Advisers, LLC | 3,225 | +25 | $396.6K | -$47.0K | 0.8% |
| NATIXIS | 35,256 | +4,304 | $4.3M | +$45.1K | 13.9% |
| Moors & Cabot, Inc. | 2,878 | +1 | $353.9K | -$44.8K | 0.0% |
| Golden State Equity Partners | 3,658 | +93 | $449.8K | -$44.3K | 2.6% |
| NEOS Investment Management LLC | 19,044 | +2,466 | $2.3M | +$43.9K | 14.9% |
| GREENLEAF TRUST | 2,806 | +7 | $345.0K | -$42.9K | 0.3% |
| FIRST UNITED BANK & TRUST | 4,358 | +185 | $535.9K | -$42.5K | 4.4% |
| TD Waterhouse Canada Inc. | 3,491 | +688 | $429.4K | +$42.0K | 24.5% |
| Orca Investment Management, LLC | 2,918 | +31 | $358.8K | -$41.3K | 1.1% |
| Malaga Cove Capital, LLC | 2,548 | +573 | $313.3K | +$39.6K | 29.0% |
| Centennial Wealth Advisory LLC | 4,349 | +211 | $534.9K | -$38.7K | 5.1% |
| Meeder Advisory Services, Inc. | 7,232 | +540 | $889.2K | -$38.3K | 8.1% |
| AVIVA PLC | 106,909 | +11,790 | $13.1M | -$38.0K | 12.4% |
| Guardian Wealth Advisors, LLC | 3,904 | +169 | $480.1K | -$37.6K | 4.5% |
| RWA WEALTH PARTNERS, LLC | 2,477 | +11 | $304.6K | -$37.2K | 0.4% |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,421 | +6 | $297.7K | -$37.1K | 0.2% |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,404 | +11 | $295.7K | -$36.0K | 0.5% |
| Gallagher Fiduciary Advisors, LLC | 3,238 | +106 | $398.1K | -$36.0K | 3.4% |
| INTEGRITY ALLIANCE, LLC. | 2,286 | +4 | $281.1K | -$35.2K | 0.2% |
| Blake Schutter Theil Wealth Advisors, LLC | 3,216 | +109 | $395.4K | -$35.2K | 3.5% |
| Advisory Alpha, LLC | 2,090 | +9 | $257.1K | -$35.2K | 0.4% |
| Glenview Trust co | 2,750 | +58 | $338.1K | -$35.0K | 2.1% |
| FIDUCIARY FINANCIAL GROUP, LLC | 2,844 | +72 | $349.7K | -$34.5K | 2.6% |
| Pallas Capital Advisors LLC | 2,719 | +59 | $334.3K | -$34.3K | 2.2% |
| VELA Investment Management, LLC | 4,800 | +786 | $590.2K | +$33.9K | 19.6% |
| Parkside Financial Bank & Trust | 2,802 | +557 | $344.5K | +$33.4K | 24.8% |
| Coppell Advisory Solutions LLC | 2,227 | +6 | $276.2K | -$33.0K | 0.3% |
| Crossmark Global Holdings, Inc. | 11,115 | +1,491 | $1.4M | +$32.8K | 15.5% |
| QUADRANT CAPITAL GROUP LLC | 3,273 | +136 | $402.4K | -$32.3K | 4.3% |
| Nilsine Partners, LLC | 2,332 | +33 | $286.7K | -$31.9K | 1.4% |
| HBK Sorce Advisory LLC | 1,723 | +43 | $255.9K | +$31.5K | 2.5% |
| Allen Mooney & Barnes Investment Advisors LLC | 2,582 | +65 | $317.5K | -$31.4K | 2.6% |
| Silver Coast Investments LLC | 2,227 | +25 | $273.8K | -$31.4K | 1.1% |
| OFI INVEST ASSET MANAGEMENT | 1,507 | +431 | $157.8K | +$30.9K | 40.0% |
| Real Talk Capital, LLC | 3,165 | +145 | $389.2K | -$29.4K | 4.8% |
| Stratos Wealth Partners, LTD. | 3,743 | +213 | $460.3K | -$29.1K | 6.0% |
| Alliance Wealth Advisors, LLC | 2,317 | +59 | $284.9K | -$28.1K | 2.6% |
| OPPENHEIMER & CO INC | 13,144 | +1,684 | $1.6M | +$27.8K | 14.7% |
| BANK OZK | 2,136 | +51 | $262.6K | -$26.3K | 2.4% |
| Lansforsakringar Fondforvaltning AB (publ) | 2,413 | +88 | $296.7K | -$25.5K | 3.8% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,054 | +49 | $254.6K | -$25.3K | 2.4% |
| Avidian Wealth Enterprises, LLC | 3,012 | +159 | $370.4K | -$25.0K | 5.6% |
| FineMark National Bank & Trust | 2,371 | +446 | $291.5K | +$24.7K | 23.2% |
| Horizon Investments, LLC | 6,094 | +513 | $749.3K | -$24.2K | 9.2% |
| LOM Asset Management Ltd | 7,157 | +101 | $880.0K | +$24.0K | 1.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1,659 | +19 | $204.1K | -$23.3K | 1.1% |
| GeoWealth Management, LLC | 2,677 | +135 | $329.2K | -$23.2K | 5.3% |
| Dorsey & Whitney Trust CO LLC | 1,942 | +55 | $238.8K | -$22.7K | 2.9% |
| Summit Financial, LLC | 3,903 | +250 | $483.5K | -$22.7K | 6.8% |
| Quest 10 Wealth Builders, Inc. | 274 | +188 | $33.7K | +$22.4K | 218.6% |
| BIP Wealth, LLC | 2,071 | +393 | $254.7K | +$22.1K | 23.4% |
| TD PRIVATE CLIENT WEALTH LLC | 1,690 | +37 | $207.8K | -$21.3K | 2.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 218,356 | +175,787 | $26.9K | +$21.0K | 412.9% |
| Skandinaviska Enskilda Banken AB (publ) | 30,755 | +3,620 | $3.8M | +$20.7K | 13.3% |
| WPG Advisers, LLC | 241 | +164 | $29.6K | +$19.0K | 213.0% |
| New Age Alpha Advisors, LLC | 1,298 | +12 | $159.6K | -$18.6K | 0.9% |
| 49 WEALTH MANAGEMENT, LLC | 3,117 | +218 | $383.2K | -$18.5K | 7.5% |
| NEW WAVE WEALTH ADVISORS LLC | 1,757 | +69 | $217.8K | -$17.8K | 4.1% |
| HARBOUR INVESTMENTS, INC. | 1,464 | +39 | $180.0K | -$17.6K | 2.7% |
| MGO ONE SEVEN LLC | 7,488 | +720 | $920.8K | -$17.3K | 10.6% |
| Vise Technologies, Inc. | 7,245 | +934 | $890.9K | +$16.2K | 14.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 1,742 | +308 | $214.2K | +$15.4K | 21.5% |
| SRH ADVISORS, LLC | 1,046 | +7 | $128.6K | -$15.3K | 0.7% |
| Legacy Financial Advisors, Inc. | 3,371 | +283 | $414.5K | -$13.5K | 9.2% |
| Truvestments Capital LLC | 917 | +7 | $112.8K | -$13.4K | 0.8% |
| PINNACLE ASSOCIATES LTD | 3,228 | +271 | $396.9K | -$12.9K | 9.2% |
| Argent Trust Co | 8,020 | +817 | $986.1K | -$12.2K | 11.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 574 | +152 | $70.6K | +$12.1K | 36.0% |
| ROTHSCHILD INVESTMENT LLC | 864 | +11 | $106.2K | -$12.0K | 1.3% |
| Sound Income Strategies, LLC | 144 | +82 | $19.7K | +$11.6K | 132.3% |
| Forza Wealth Management, LLC | 5,848 | +579 | $719.1K | -$11.2K | 11.0% |
| AdvisorNet Financial, Inc | 1,000 | +32 | $123.0K | -$11.2K | 3.3% |
| BAUPOST GROUP LLC/MA | 1,486,088 | +91,088 | $182.7K | -$10.6K | 6.5% |
| MJT & Associates Financial Advisory Group, Inc. | 196 | +96 | $24.1K | +$10.2K | 96.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,800 | +274 | $222.8K | +$10.1K | 17.9% |
| Smartleaf Asset Management LLC | 2,973 | +252 | $368.7K | -$10.1K | 9.3% |
| Acropolis Investment Management, LLC | 5,529 | +8 | $679.8K | +$10.0K | 0.1% |
| Patriot Financial Group Insurance Agency, LLC | 6,076 | +616 | $747.2K | -$9.6K | 11.3% |
| Wealthspire Advisors, LLC | 3,383 | +324 | $416.0K | -$7.9K | 10.6% |
| Marks Group Wealth Management, Inc | 15,019 | +1,751 | $1.8M | +$7.8K | 13.2% |
| Clarity Asset Management, Inc. | 497 | +4 | $61.1K | -$7.3K | 0.8% |
| Bruce G. Allen Investments, LLC | 800 | +40 | $98.4K | -$7.0K | 5.3% |
| TOMPKINS FINANCIAL CORP | 1,398 | +110 | $171.9K | -$6.6K | 8.5% |
| Deseret Mutual Benefit Administrators | 446 | +96 | $54.8K | +$6.3K | 27.4% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,078 | +76 | $132.6K | -$6.3K | 7.6% |
| CreativeOne Wealth, LLC | 2,400 | +229 | $295.2K | -$5.8K | 10.5% |
| SG Americas Securities, LLC | 41,958 | +39,113 | $5.2K | +$4.8K | 1374.8% |
| S&T Bank/PA | 348 | +5 | $42.8K | -$4.8K | 1.4% |
| Merit Financial Group, LLC | 11,840 | +1,369 | $1.5M | +$4.6K | 13.1% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 322,912 | +5,700 | $39.7K | -$4.3K | 1.8% |
| Janney Montgomery Scott LLC | 289,831 | +6,338 | $35.6K | -$3.7K | 2.2% |
| Versor Investments LP | 2,112 | +212 | $259.7K | -$3.6K | 11.2% |
| Koshinski Asset Management, Inc. | 1,863 | +187 | $229.0K | -$3.2K | 11.2% |
| Abound Wealth Management | 43 | +27 | $5.3K | +$3.1K | 168.8% |
| Parallel Advisors, LLC | 939 | +127 | $115.5K | +$2.9K | 15.6% |
| CYBER HORNET ETFs LLC | 401 | +26 | $49.3K | -$2.7K | 6.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 169 | +2 | $20.9K | -$2.3K | 1.2% |
| Quent Capital, LLC | 527 | +76 | $64.8K | +$2.3K | 16.9% |
| Rossby Financial, LCC | 60 | +19 | $7.4K | +$1.7K | 46.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 105,374 | +99 | $13.0K | -$1.6K | 0.1% |
| PEAPACK GLADSTONE FINANCIAL CORP | 144,043 | +5,108 | $17.7K | -$1.5K | 3.7% |
| Fortitude Family Office, LLC | 142 | +6 | $17.5K | -$1.4K | 4.4% |
| SJS Investment Consulting Inc. | 24 | +12 | $3.0K | +$1.3K | 100.0% |
| Salomon & Ludwin, LLC | 150 | +26 | $18.5K | +$1.2K | 21.0% |
| FINANCIAL CONSULATE, INC | 26 | +10 | $3.2K | +$979 | 62.5% |
| Physician Wealth Advisors, Inc. | 51 | +11 | $6.3K | +$727 | 27.5% |
| JFS WEALTH ADVISORS, LLC | 120 | +18 | $14.8K | +$654 | 17.6% |
| JNBA Financial Advisors | 47 | +10 | $5.8K | +$651 | 27.0% |
| American Capital Advisory, LLC | 12 | +6 | $1.5K | +$644 | 100.0% |
| INSIGNEO ADVISORY SERVICES, LLC | 4,467 | +500 | $549.3K | -$561 | 12.6% |
| ELEVATION WEALTH PARTNERS, LLC | 46 | +2 | $5.7K | -$442 | 4.5% |
| Quantitative Investment Management, LLC | 5,640 | +2,840 | $693 | +$305 | 101.4% |
| Aspect Partners, LLC | 16 | +4 | $2.0K | +$304 | 33.3% |
| Daiwa Securities Group Inc. | 26,158 | +904 | $3.2K | -$284 | 3.6% |
| Cambridge Investment Research Advisors, Inc. | 33,333 | +1,725 | $4.1K | -$282 | 5.5% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 20,281 | +523 | $2.5K | -$246 | 2.6% |
| HANTZ FINANCIAL SERVICES, INC. | 2,049 | +1,650 | $252 | +$197 | 413.5% |
| Spire Wealth Management | 37 | +3 | $4.5K | -$162 | 8.8% |
| Signature Resources Capital Management, LLC | 28 | +2 | $3.4K | -$161 | 7.7% |
| Dunhill Financial, LLC | 6 | +2 | $687 | +$159 | 50.0% |
| CANADA LIFE ASSURANCE Co | 138,722 | +14,983 | $17.1K | -$139 | 12.1% |
| Thrivent Financial for Lutherans | 9,061 | +39 | $1.1K | -$136 | 0.4% |
| CWM, LLC | 8,680 | +515 | $1.1K | -$65 | 6.3% |
| ACADIAN ASSET MANAGEMENT LLC | 327 | +192 | $39 | +$21 | 142.2% |
| PARK AVENUE SECURITIES LLC | 2,703 | +173 | $332 | -$19 | 6.8% |
| Bay Harbor Wealth Management, LLC | 36 | +4 | $4.5K | -$5 | 12.5% |
| Matrix Trust Co | 393 | +85 | $48 | +$5 | 27.6% |
| HAZLETT, BURT & WATSON, INC. | 1,105 | +105 | $136 | -$3 | 10.5% |
| TSFG, LLC | 106 | +1 | $13 | -$2 | 0.9% |
| Covestor Ltd | 95 | +2 | $12 | -$1 | 2.1% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 77 | +14 | $9 | +$1 | 22.2% |
| GW&K Investment Management, LLC | 95 | +7 | $12 | $0 | 8.0% |
| VALLEY NATIONAL ADVISERS INC | 13 | +3 | $1 | $0 | 30.0% |