13F QoQ Ownership Changes
HAL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 210 new · 352 added · 452 reduced · 108 exited
New Positions(210)
Added To(352)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital Research Global Investors | 110,220,971 | +19,190,520 | $3.11B | +$875.5M | 21.1% |
| STATE STREET CORP | 50,825,761 | +861,964 | $1.44B | +$207.2M | 1.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31,097,164 | +443,064 | $878.8M | +$124.7M | 1.4% |
| MORGAN STANLEY | 15,806,168 | +1,943,845 | $446.7M | +$105.7M | 14.0% |
| FRANKLIN RESOURCES INC | 6,936,378 | +2,447,831 | $196.0M | +$85.6M | 54.5% |
| NEUBERGER BERMAN GROUP LLC | 3,182,182 | +2,449,844 | $90.0M | +$71.9M | 334.5% |
| Sourcerock Group LLC | 3,291,218 | +2,169,218 | $93.0M | +$65.4M | 193.3% |
| GOLDMAN SACHS GROUP INC | 8,912,198 | +1,179,099 | $251.9M | +$61.6M | 15.2% |
| Balyasny Asset Management L.P. | 2,698,920 | +2,002,767 | $76.3M | +$59.1M | 287.7% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 5,328,496 | +1,543,883 | $150.6M | +$57.5M | 40.8% |
| DIMENSIONAL FUND ADVISORS LP | 9,135,287 | +770,764 | $258.2M | +$52.4M | 9.2% |
| DANSKE BANK A/S | 1,805,945 | +1,688,146 | $51.0M | +$48.1M | 1433.1% |
| AQR CAPITAL MANAGEMENT LLC | 5,943,779 | +1,020,524 | $168.0M | +$46.9M | 20.7% |
| Mediolanum International Funds Ltd | 1,907,887 | +1,442,231 | $54.4M | +$42.7M | 309.7% |
| Bank of New York Mellon Corp | 6,533,974 | +604,689 | $184.7M | +$38.8M | 10.2% |
| FMR LLC | 3,876,384 | +812,834 | $109.5M | +$34.2M | 26.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 4,941,876 | +587,162 | $139.7M | +$32.5M | 13.5% |
| BRANDES INVESTMENT PARTNERS, LP | 7,548,930 | +102,005 | $213.3M | +$30.1M | 1.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,504,272 | +877,164 | $42.5M | +$27.1M | 139.9% |
| CREDIT AGRICOLE S A | 1,256,786 | +897,085 | $35.5M | +$26.7M | 249.4% |
| Amundi | 5,175,458 | +224,423 | $146.3M | +$25.7M | 4.5% |
| BANK OF NOVA SCOTIA | 998,517 | +878,922 | $28.2M | +$25.3M | 734.9% |
| AMERICAN CENTURY COMPANIES INC | 2,048,952 | +574,996 | $57.9M | +$21.6M | 39.0% |
| Point72 Asset Management, L.P. | 1,084,800 | +713,300 | $30.7M | +$21.5M | 192.0% |
| WELLS FARGO & COMPANY/MN | 2,862,470 | +397,862 | $80.9M | +$20.3M | 16.1% |
| CIBC WORLD MARKET INC. | 839,242 | +599,738 | $23.7M | +$17.8M | 250.4% |
| Parallax Volatility Advisers, L.P. | 938,764 | +555,495 | $26.5M | +$17.1M | 144.9% |
| Connor, Clark & Lunn Investment Management Ltd. | 623,764 | +545,606 | $17.6M | +$15.7M | 698.1% |
| BNP PARIBAS FINANCIAL MARKETS | 2,204,850 | +240,063 | $90.9M | +$15.1M | 12.2% |
| NATIONAL BANK OF CANADA /FI/ | 672,492 | +383,894 | $19.0M | +$11.9M | 133.0% |
| STRS OHIO | 419,704 | +399,204 | $11.9M | +$11.4M | 1947.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,766,967 | +83,343 | $52.3M | +$10.9M | 5.0% |
| AMERIPRISE FINANCIAL INC | 1,757,391 | +165,913 | $49.7M | +$10.5M | 10.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 568,588 | +308,380 | $16.1M | +$9.7M | 118.5% |
| IEQ CAPITAL, LLC | 588,742 | +263,321 | $16.6M | +$8.6M | 80.9% |
| Quantinno Capital Management LP | 515,681 | +271,665 | $14.6M | +$8.6M | 111.3% |
| California Public Employees Retirement System | 1,851,256 | +68,118 | $52.3M | +$8.5M | 3.8% |
| Jefferies Financial Group Inc. | 337,526 | +284,526 | $9.5M | +$8.2M | 536.8% |
| VICTORY CAPITAL MANAGEMENT INC | 1,067,954 | +119,045 | $30.2M | +$6.8M | 12.5% |
| Man Group plc | 252,293 | +238,457 | $7.1M | +$6.8M | 1723.5% |
| LMR Partners LLP | 417,324 | +213,524 | $11.8M | +$6.8M | 104.8% |
| National Pension Service | 1,520,820 | +46,685 | $43.0M | +$6.7M | 3.2% |
| Robeco Institutional Asset Management B.V. | 1,068,409 | +99,496 | $30.2M | +$6.4M | 10.3% |
| State of Tennessee, Department of Treasury | 459,135 | +89,183 | $15.4M | +$6.3M | 24.1% |
| Focus Partners Wealth | 262,121 | +204,159 | $7.4M | +$6.0M | 352.2% |
| TWO SIGMA INVESTMENTS, LP | 464,362 | +169,517 | $13.1M | +$5.9M | 57.5% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 839,127 | +110,670 | $23.7M | +$5.8M | 15.2% |
| Gotham Asset Management, LLC | 1,078,079 | +72,366 | $30.5M | +$5.7M | 7.2% |
| Bridgewater Associates, LP | 374,151 | +169,579 | $10.6M | +$5.5M | 82.9% |
| Empowered Funds, LLC | 220,400 | +185,653 | $6.2M | +$5.4M | 534.3% |
| Walleye Capital LLC | 375,764 | +158,840 | $10.6M | +$5.3M | 73.2% |
| Perpetual Ltd | 1,094,104 | +29,775 | $30.9M | +$4.7M | 2.8% |
| Mariner, LLC | 397,276 | +128,292 | $11.2M | +$4.6M | 47.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 989,968 | +34,784 | $28.1M | +$4.6M | 3.6% |
| GABELLI FUNDS LLC | 1,072,525 | +4,357 | $30.3M | +$4.0M | 0.4% |
| ADAMS NATURAL RESOURCES FUND, INC. | 275,153 | +116,800 | $7.8M | +$3.9M | 73.8% |
| Creative Planning | 387,165 | +96,828 | $10.9M | +$3.8M | 33.4% |
| LPL Financial LLC | 610,707 | +60,778 | $17.3M | +$3.7M | 11.1% |
| Arosa Capital Management LP | 200,000 | +120,000 | $5.7M | +$3.7M | 150.0% |
| PNC Financial Services Group, Inc. | 834,455 | +23,439 | $23.6M | +$3.6M | 2.9% |
| CIBC Asset Management Inc | 218,174 | +97,083 | $6.2M | +$3.2M | 80.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | 145,982 | +106,961 | $4.1M | +$3.2M | 274.1% |
| Cerity Partners LLC | 369,325 | +58,530 | $10.4M | +$2.8M | 18.8% |
| AVIVA PLC | 691,801 | +7,455 | $19.6M | +$2.7M | 1.1% |
| Rakuten Investment Management, Inc. | 111,181 | +20,681 | $3.1M | +$2.6M | 22.9% |
| Aberdeen Group plc | 516,453 | +26,543 | $14.6M | +$2.5M | 5.4% |
| ENVESTNET ASSET MANAGEMENT INC | 292,722 | +56,820 | $8.3M | +$2.5M | 24.1% |
| L2 Asset Management, LLC | 154,980 | +76,186 | $4.4M | +$2.4M | 96.7% |
| NORDEA INVESTMENT MANAGEMENT AB | 550,302 | +5,740 | $15.6M | +$2.4M | 1.1% |
| BARCLAYS PLC | 2,457,863 | +519,525 | $50.1M | +$2.4M | 26.8% |
| XPONANCE, INC. | 185,040 | +70,115 | $5.2M | +$2.4M | 61.0% |
| Energy Income Partners, LLC | 594,680 | +7,281 | $16.8M | +$2.4M | 1.2% |
| Voya Investment Management LLC | 238,597 | +56,951 | $6.7M | +$2.3M | 31.4% |
| M&G PLC | 525,320 | +26,434 | $14.7M | +$2.2M | 5.3% |
| SEI INVESTMENTS CO | 378,489 | +33,562 | $10.7M | +$2.2M | 9.7% |
| OMERS ADMINISTRATION Corp | 103,658 | +71,558 | $2.9M | +$2.1M | 222.9% |
| K.J. Harrison & Partners Inc | 110,000 | +69,644 | $3.1M | +$2.1M | 172.6% |
| NOMURA HOLDINGS INC | 577,155 | +111 | $16.3M | +$2.1M | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 225,431 | +27,115 | $6.9M | +$2.1M | 13.7% |
| COOKSON PEIRCE & CO INC | 108,397 | +67,343 | $3.1M | +$2.1M | 164.0% |
| KLP KAPITALFORVALTNING AS | 386,143 | +25,200 | $10.9M | +$2.0M | 7.0% |
| Private Advisory Group LLC | 474,973 | +6,234 | $13.4M | +$1.9M | 1.3% |
| Ethic Inc. | 370,851 | +21,006 | $10.5M | +$1.9M | 6.0% |
| Caprock Group, LLC | 121,401 | +51,932 | $3.4M | +$1.9M | 74.8% |
| CAPITAL INTERNATIONAL SARL | 77,742 | +55,114 | $2.2M | +$1.6M | 243.6% |
| Guinness Asset Management LTD | 244,748 | +34,202 | $6.9M | +$1.6M | 16.2% |
| TD Asset Management Inc | 408,903 | +3,202 | $11.6M | +$1.6M | 0.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 214,333 | +30,438 | $6.1M | +$1.5M | 16.6% |
| STIFEL FINANCIAL CORP | 224,533 | +27,032 | $6.3M | +$1.5M | 13.7% |
| Vanguard Personalized Indexing Management, LLC | 219,221 | +27,158 | $6.2M | +$1.5M | 14.1% |
| Canada Post Corp Registered Pension Plan | 65,406 | +48,470 | $1.8M | +$1.4M | 286.2% |
| US BANCORP \DE\ | 145,457 | +34,894 | $4.1M | +$1.4M | 31.6% |
| U.S. Capital Wealth Advisors, LLC | 64,542 | +43,299 | $1.8M | +$1.3M | 203.8% |
| Woodline Partners LP | 143,798 | +31,116 | $4.1M | +$1.3M | 27.6% |
| Advisory Services Network, LLC | 96,083 | +37,582 | $2.7M | +$1.3M | 64.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 195,077 | +22,835 | $5.5M | +$1.3M | 13.3% |
| Capital International, Inc./CA/ | 186,310 | +23,065 | $5.3M | +$1.2M | 14.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 151,039 | +27,473 | $4.3M | +$1.2M | 22.2% |
| Raiffeisen Bank International AG | 47,452 | +42,000 | $1.3M | +$1.2M | 770.4% |
| Tidal Investments LLC | 150,539 | +23,941 | $4.3M | +$1.1M | 18.9% |
| Cetera Investment Advisers | 195,441 | +16,036 | $5.5M | +$1.1M | 8.9% |
| ALLSTATE CORP | 65,147 | +34,943 | $1.8M | +$1.1M | 115.7% |
| Westerkirk Capital Inc. | 89,400 | +29,900 | $2.5M | +$1.1M | 50.3% |
| NEOS Investment Management LLC | 140,353 | +22,258 | $4.0M | +$1.1M | 18.8% |
| Pathstone Holdings, LLC | 255,897 | +4,841 | $7.2M | +$1.1M | 1.9% |
| Generali Asset Management SPA SGR | 168,502 | +16,660 | $4.8M | +$1.0M | 11.0% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 105,593 | +6,202 | $3.0M | +$958.5K | 6.2% |
| Czech National Bank | 221,925 | +5,381 | $6.3M | +$944.6K | 2.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 142,689 | +16,590 | $4.0M | +$930.3K | 13.2% |
| ProShare Advisors LLC | 194,273 | +8,788 | $5.5M | +$927.2K | 4.7% |
| MACQUARIE GROUP LTD | 116,264 | +18,814 | $3.3M | +$888.4K | 19.3% |
| Federation des caisses Desjardins du Quebec | 59,559 | +26,393 | $1.7M | +$866.4K | 79.6% |
| Corient Private Wealth LLC | 150,948 | +24,905 | $4.0M | +$859.1K | 19.8% |
| CAPTRUST FINANCIAL ADVISORS | 114,050 | +13,785 | $3.2M | +$756.5K | 13.7% |
| Wealthfront Advisers LLC | 198,635 | +1,093 | $5.6M | +$753.9K | 0.6% |
| Lombard Odier Asset Management (Switzerland) SA | 23,802 | +6,982 | $672.6K | -$746.5K | 41.5% |
| RITHOLTZ WEALTH MANAGEMENT | 88,950 | +16,797 | $2.5M | +$738.8K | 23.3% |
| MARTIN & CO INC /TN/ | 163,514 | +5,276 | $4.6M | +$728.3K | 3.3% |
| AZZAD ASSET MANAGEMENT INC /ADV | 195,743 | +162 | $5.5M | +$720.4K | 0.1% |
| DNB Asset Management AS | 175,467 | +2,779 | $5.0M | +$710.6K | 1.6% |
| Board of the Pension Protection Fund | 57,700 | +17,600 | $1.6M | +$644.1K | 43.9% |
| Investment Management Corp of Ontario | 57,718 | +17,436 | $1.6M | +$640.2K | 43.3% |
| NISA INVESTMENT ADVISORS, LLC | 108,192 | +9,472 | $3.1M | +$629.0K | 9.6% |
| OFI INVEST ASSET MANAGEMENT | 49,944 | +17,684 | $1.3M | +$600.6K | 54.8% |
| LGT Group Foundation | 76,126 | +12,250 | $2.2M | +$578.3K | 19.2% |
| MUFG Securities EMEA plc | 34,503 | +18,184 | $975.1K | +$573.6K | 111.4% |
| Metis Global Partners, LLC | 61,455 | +12,765 | $1.7M | +$538.9K | 26.2% |
| Focus Partners Advisor Solutions, LLC | 42,087 | +16,995 | $1.2M | +$525.1K | 67.7% |
| one8zero8, LLC | 90,050 | +7,750 | $2.5M | +$520.2K | 9.4% |
| M&T Bank Corp | 84,362 | +8,413 | $2.4M | +$515.7K | 11.1% |
| FEDERATED HERMES, INC. | 100,374 | +5,263 | $2.8M | +$496.8K | 5.5% |
| Merit Financial Group, LLC | 64,374 | +10,156 | $1.8M | +$485.4K | 18.7% |
| HB Wealth Management, LLC | 42,873 | +13,277 | $1.2M | +$483.6K | 44.9% |
| Vident Advisory, LLC | 94,463 | +5,583 | $2.7M | +$483.1K | 6.3% |
| MACKENZIE FINANCIAL CORP | 125,914 | +40,592 | $2.6M | +$479.0K | 47.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 111,184 | +2,443 | $3.1M | +$467.0K | 2.2% |
| ASSETMARK, INC | 59,235 | +9,879 | $1.7M | +$459.8K | 20.0% |
| NewEdge Advisors, LLC | 96,970 | +4,220 | $2.7M | +$458.7K | 4.5% |
| Brooklyn Investment Group | 28,275 | +14,331 | $795.9K | +$452.9K | 102.8% |
| NorthCrest Asset Manangement, LLC | 32,664 | +8,162 | $1.0M | +$447.7K | 33.3% |
| MML INVESTORS SERVICES, LLC | 34,491 | +12,862 | $974.7K | +$442.6K | 59.5% |
| Callan Family Office, LLC | 38,904 | +11,493 | $1.1M | +$425.1K | 41.9% |
| Vise Technologies, Inc. | 43,741 | +10,729 | $1.2M | +$424.0K | 32.5% |
| Sequoia Financial Advisors, LLC | 45,345 | +10,204 | $1.3M | +$417.0K | 29.0% |
| JOHN G ULLMAN & ASSOCIATES INC | 84,008 | +4,300 | $2.4M | +$413.2K | 5.4% |
| Applied Finance Capital Management, LLC | 29,364 | +12,418 | $829.8K | +$413.0K | 73.3% |
| Argyle Capital Management, LLC | 68,585 | +6,500 | $1.9M | +$410.9K | 10.5% |
| Empire Financial Management Company, LLC | 78,604 | +4,544 | $2.2M | +$399.5K | 6.1% |
| Jump Financial, LLC | 29,647 | +11,742 | $837.8K | +$397.4K | 65.6% |
| JONES FINANCIAL COMPANIES LLLP | 52,598 | +9,137 | $1.5M | +$395.9K | 21.0% |
| Allspring Global Investments Holdings, LLC | 54,116 | +5,494 | $1.6M | +$391.1K | 11.3% |
| Global Retirement Partners, LLC | 20,295 | +12,585 | $573.5K | +$383.9K | 163.2% |
| Bleakley Financial Group, LLC | 41,682 | +9,339 | $1.2M | +$382.3K | 28.9% |
| Mraz, Amerine & Associates, Inc. | 102,692 | +102 | $2.9M | +$378.4K | 0.1% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 58,120 | +5,970 | $1.6M | +$359.6K | 11.4% |
| JOHNSON INVESTMENT COUNSEL INC | 20,678 | +10,950 | $584.4K | +$345.0K | 112.6% |
| Aaron Wealth Advisors LLC | 20,271 | +10,803 | $572.9K | +$339.9K | 114.1% |
| Norinchukin Bank, The | 60,911 | +4,494 | $1.7M | +$333.5K | 8.0% |
| Vontobel Holding Ltd. | 59,621 | +4,484 | $1.7M | +$328.5K | 8.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 62,539 | +3,674 | $1.8M | +$319.3K | 6.2% |
| Chicago Partners Investment Group LLC | 18,743 | +6,535 | $636.3K | +$311.4K | 53.5% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 18,924 | +9,494 | $534.8K | +$302.8K | 100.7% |
| Prime Capital Investment Advisors, LLC | 79,154 | +233 | $2.2M | +$295.4K | 0.3% |
| MAI Capital Management | 28,177 | +7,490 | $796.3K | +$287.4K | 36.2% |
| GAMMA Investing LLC | 25,660 | +7,847 | $725.2K | +$287.0K | 44.0% |
| Baker Avenue Asset Management, LP | 40,626 | +4,705 | $1.1M | +$264.4K | 13.1% |
| FOX RUN MANAGEMENT, L.L.C. | 29,473 | +5,894 | $832.9K | +$252.9K | 25.0% |
| MGB Wealth Management, LLC | 19,697 | +7,130 | $559.1K | +$248.6K | 56.7% |
| MGO ONE SEVEN LLC | 30,376 | +5,543 | $858.4K | +$247.5K | 22.3% |
| Brevan Howard Capital Management LP | 44,388 | +3,313 | $1.3M | +$244.0K | 8.1% |
| Krilogy Financial LLC | 18,165 | +3,773 | $620.5K | +$230.5K | 26.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 48,852 | +1,867 | $1.4M | +$224.7K | 4.0% |
| GUGGENHEIM CAPITAL LLC | 57,469 | +400 | $1.6M | +$220.2K | 0.7% |
| FIFTH THIRD BANCORP | 51,259 | +1,182 | $1.4M | +$216.7K | 2.4% |
| U S GLOBAL INVESTORS INC | 10,000 | +7,000 | $282.6K | +$208.8K | 233.3% |
| Farther Finance Advisors, LLC | 14,129 | +6,351 | $399.3K | +$207.9K | 81.7% |
| Orion Porfolio Solutions, LLC | 45,177 | +1,433 | $1.3M | +$200.6K | 3.3% |
| Crossmark Global Holdings, Inc. | 49,794 | +627 | $1.4M | +$197.7K | 1.3% |
| Everhart Financial Group, Inc. | 26,415 | +3,991 | $746.5K | +$194.9K | 17.8% |
| SYON CAPITAL LLC | 14,981 | +5,691 | $423.4K | +$194.8K | 61.3% |
| Forum Financial Management, LP | 26,880 | +3,891 | $759.6K | +$194.1K | 16.9% |
| Kestra Advisory Services, LLC | 35,284 | +2,487 | $997.1K | +$190.3K | 7.6% |
| Pallas Capital Advisors LLC | 33,982 | +2,527 | $960.3K | +$186.5K | 8.0% |
| GUIDANCE CAPITAL, INC | 23,191 | +493 | $782.0K | +$179.4K | 2.2% |
| Wedmont Private Capital | 18,832 | +2,332 | $572.1K | +$171.5K | 14.1% |
| Wealthspire Advisors, LLC | 7,840 | +5,651 | $221.6K | +$167.7K | 258.1% |
| WESTWOOD HOLDINGS GROUP INC | 23,472 | +3,290 | $663.3K | +$167.3K | 16.3% |
| Missouri Trust & Investment Co | 37,835 | +1,150 | $1.1M | +$166.8K | 3.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 36,081 | +1,391 | $1.0M | +$166.3K | 4.0% |
| Atria Investments, Inc | 36,712 | +1,256 | $1.0M | +$165.3K | 3.5% |
| BROWN BROTHERS HARRIMAN & CO | 12,189 | +4,590 | $344.5K | +$157.5K | 60.4% |
| Perigon Wealth Management, LLC | 13,966 | +4,148 | $394.7K | +$153.2K | 42.2% |
| Steward Partners Investment Advisory, LLC | 34,452 | +986 | $973.6K | +$150.3K | 2.9% |
| Sivia Capital Partners, LLC | 19,710 | +3,161 | $557.0K | +$149.9K | 19.1% |
| Arista Wealth Management, LLC | 14,000 | +4,000 | $395.6K | +$149.6K | 40.0% |
| Parallel Advisors, LLC | 16,269 | +3,637 | $459.8K | +$149.0K | 28.8% |
| Kestra Investment Management, LLC | 25,864 | +2,149 | $730.9K | +$147.5K | 9.1% |
| AlphaQuest LLC | 15,314 | +3,673 | $432.8K | +$146.4K | 31.6% |
| Ashton Thomas Private Wealth, LLC | 34,650 | +193 | $979.2K | +$131.6K | 0.6% |
| Waverly Advisors, LLC | 26,320 | +1,425 | $743.8K | +$131.4K | 5.7% |
| QRG CAPITAL MANAGEMENT, INC. | 12,908 | +3,394 | $364.8K | +$130.7K | 35.7% |
| PRINCIPAL SECURITIES, INC. | 10,450 | +3,370 | $295.3K | +$121.1K | 47.6% |
| Aptus Capital Advisors, LLC | 16,894 | +2,028 | $477.4K | +$111.7K | 13.6% |
| CoreCap Advisors, LLC | 4,219 | +3,860 | $119.2K | +$110.4K | 1075.2% |
| Clearstead Advisors, LLC | 19,548 | +1,473 | $552.4K | +$107.8K | 8.1% |
| PINNACLE ASSOCIATES LTD | 11,388 | +2,585 | $321.8K | +$105.3K | 29.4% |
| SIGNATUREFD, LLC | 17,575 | +1,626 | $496.7K | +$104.3K | 10.2% |
| QTR Family Wealth, LLC | 9,086 | +692 | $309.1K | +$102.6K | 8.2% |
| Apollon Wealth Management, LLC | 24,845 | +458 | $702.1K | +$102.2K | 1.9% |
| Frank, Rimerman Advisors LLC | 12,847 | +2,135 | $363.1K | +$99.5K | 19.9% |
| Valeo Financial Advisors, LLC | 13,969 | +1,948 | $394.8K | +$99.0K | 16.2% |
| CHOREO, LLC | 19,317 | +967 | $550.4K | +$98.9K | 5.3% |
| BWM Planning, LLC | 14,311 | +1,871 | $404.4K | +$98.4K | 15.0% |
| PFG Investments, LLC | 17,932 | +1,254 | $506.8K | +$96.5K | 7.5% |
| Crestwood Advisors Group, LLC | 10,682 | +2,231 | $301.9K | +$94.0K | 26.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 23,312 | +349 | $658.8K | +$93.9K | 1.5% |
| Meridian Wealth Management, LLC | 13,458 | +1,781 | $380.3K | +$93.1K | 15.3% |
| FIDELIS CAPITAL PARTNERS, LLC | 22,517 | +371 | $636.3K | +$91.5K | 1.7% |
| Smartleaf Asset Management LLC | 11,576 | +2,033 | $329.8K | +$91.2K | 21.3% |
| SYM FINANCIAL Corp | 15,452 | +1,350 | $436.7K | +$89.7K | 9.6% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 21,254 | +396 | $600.6K | +$87.5K | 1.9% |
| Miracle Mile Advisors, LLC | 10,194 | +1,978 | $288.1K | +$86.0K | 24.1% |
| FIRST HORIZON CORP | 17,776 | +800 | $502.4K | +$84.7K | 4.7% |
| TRANSCEND CAPITAL ADVISORS, LLC | 15,812 | +1,027 | $446.8K | +$83.1K | 6.9% |
| Sage Mountain Advisors LLC | 13,979 | +1,185 | $395.1K | +$80.3K | 9.3% |
| ALPS ADVISORS INC | 20,688 | +178 | $584.6K | +$80.1K | 0.9% |
| Ballentine Partners, LLC | 17,814 | +512 | $503.4K | +$77.8K | 3.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3,922 | +2,501 | $110.8K | +$75.9K | 176.0% |
| QUADRANT CAPITAL GROUP LLC | 11,932 | +1,266 | $337.2K | +$74.8K | 11.9% |
| Eukles Asset Management | 16,985 | +502 | $480.0K | +$74.5K | 3.0% |
| GREENLEAF TRUST | 16,789 | +399 | $474.5K | +$71.3K | 2.4% |
| ROTHSCHILD INVESTMENT LLC | 12,529 | +1,027 | $354.1K | +$71.1K | 8.9% |
| CIDEL ASSET MANAGEMENT INC | 11,571 | +1,166 | $327.0K | +$71.0K | 11.2% |
| Avidian Wealth Enterprises, LLC | 18,324 | +114 | $517.8K | +$69.8K | 0.6% |
| Cladis Investment Advisory, LLC | 11,600 | +1,000 | $327.8K | +$67.1K | 9.4% |
| Guinness Atkinson Asset Management Inc | 11,071 | +1,262 | $311.6K | +$66.4K | 12.9% |
| KINGSWOOD WEALTH ADVISORS, LLC | 9,497 | +1,252 | $268.4K | +$65.6K | 15.2% |
| CoreFirst Bank & Trust | 9,840 | +1,200 | $278.1K | +$65.5K | 13.9% |
| Tower Research Capital LLC (TRC) | 14,891 | +429 | $420.8K | +$65.1K | 3.0% |
| Transamerica Financial Advisors, LLC | 6,776 | +1,584 | $191.5K | +$63.8K | 30.5% |
| Bogart Wealth, LLC | 16,327 | +90 | $461.4K | +$62.0K | 0.6% |
| Cullen/Frost Bankers, Inc. | 3,075 | +2,056 | $86.9K | +$61.9K | 201.8% |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 10,000 | +1,000 | $282.6K | +$61.2K | 11.1% |
| Quent Capital, LLC | 4,357 | +1,772 | $123.1K | +$59.5K | 68.5% |
| REXFORD CAPITAL INC | 9,240 | +1,000 | $261.1K | +$58.4K | 12.1% |
| Summit Financial, LLC | 9,276 | +956 | $262.1K | +$57.5K | 11.5% |
| J.W. COLE ADVISORS, INC. | 27,513 | +87 | $730.3K | +$55.6K | 0.3% |
| waypoint wealth counsel | 9,412 | +730 | $266.0K | +$52.4K | 8.4% |
| ANGELES WEALTH MANAGEMENT, LLC | 11,580 | +260 | $327.3K | +$48.8K | 2.3% |
| Sava Infond d.o.o. | 3,000 | +1,500 | $84.8K | +$47.9K | 100.0% |
| Prestige Wealth Management Group LLC | 2,078 | +1,741 | $55.7K | +$47.4K | 516.6% |
| Hilltop Holdings Inc. | 8,998 | +584 | $254.3K | +$47.3K | 6.9% |
| Kingsview Wealth Management, LLC | 10,363 | +365 | $292.9K | +$46.9K | 3.6% |
| Welch Group, LLC | 12,081 | +56 | $341.4K | +$45.6K | 0.5% |
| MATHER GROUP, LLC. | 11,143 | +39 | $314.9K | +$41.7K | 0.3% |
| Ransom Advisory, Ltd | 1,277 | +1,244 | $40.0K | +$39.2K | 3769.7% |
| VAN ECK ASSOCIATES CORP | 4,875,345 | +857,997 | $137.8K | +$39.0K | 21.4% |
| UMB Bank, n.a. | 8,860 | +244 | $250.4K | +$38.4K | 2.8% |
| Applied Capital LLC/FL | 9,620 | +50 | $271.9K | +$36.4K | 0.5% |
| Bryn Mawr Trust Advisors, LLC | 9,418 | +30 | $266.2K | +$35.2K | 0.3% |
| Paragon Capital Management Ltd | 8,830 | +53 | $249.6K | +$33.6K | 0.6% |
| JFS WEALTH ADVISORS, LLC | 5,317 | +504 | $150.3K | +$31.9K | 10.5% |
| Mutual Advisors, LLC | 11,221 | +687 | $317.1K | +$30.4K | 6.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,791 | +774 | $78.9K | +$29.3K | 38.4% |
| Thrivent Financial for Lutherans | 2,914,220 | +727,073 | $82.4K | +$28.6K | 33.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,197,689 | +970,048 | $33.8K | +$28.4K | 426.1% |
| HARBOUR INVESTMENTS, INC. | 5,320 | +361 | $150.4K | +$28.4K | 7.3% |
| MassMutual Private Wealth & Trust, FSB | 5,800 | +263 | $163.9K | +$27.7K | 4.7% |
| Cromwell Holdings LLC | 2,853 | +696 | $80.6K | +$27.6K | 32.3% |
| AdvisorNet Financial, Inc | 3,563 | +449 | $100.7K | +$24.1K | 14.4% |
| LSV ASSET MANAGEMENT | 6,080,922 | +31,200 | $171.8K | +$23.0K | 0.5% |
| WEXFORD CAPITAL LP | 1,232 | +669 | $34.8K | +$21.0K | 118.8% |
| Root Financial Partners, LLC | 1,837 | +528 | $51.9K | +$19.7K | 40.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 981 | +650 | $27.7K | +$19.6K | 196.4% |
| SG Americas Securities, LLC | 745,387 | +682,348 | $21.1K | +$19.5K | 1082.4% |
| True Wealth Design, LLC | 2,434 | +423 | $68.8K | +$19.3K | 21.0% |
| Newbridge Financial Services Group, Inc. | 1,753 | +503 | $49.5K | +$18.8K | 40.2% |
| Activest Wealth Management | 1,437 | +483 | $40.6K | +$17.1K | 50.6% |
| Parkside Financial Bank & Trust | 2,641 | +272 | $74.6K | +$16.4K | 11.5% |
| Spire Wealth Management | 2,971 | +144 | $84.0K | +$14.4K | 5.1% |
| Sound Income Strategies, LLC | 820 | +254 | $26.7K | +$13.5K | 44.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 2,536 | +154 | $71.7K | +$13.1K | 6.5% |
| S&T Bank/PA | 559 | +440 | $15.8K | +$12.9K | 369.7% |
| CYBER HORNET ETFs LLC | 2,542 | +134 | $71.8K | +$12.6K | 5.6% |
| Vermillion Wealth Management, Inc. | 1,456 | +289 | $41.1K | +$12.4K | 24.8% |
| Grove Bank & Trust | 782 | +385 | $22.1K | +$12.3K | 97.0% |
| Manchester Capital Management LLC | 577 | +405 | $16.3K | +$12.1K | 235.5% |
| Sachetta, LLC | 2,392 | +111 | $67.6K | +$11.5K | 4.9% |
| Ancora Advisors LLC | 574 | +367 | $16.2K | +$11.1K | 177.3% |
| North Star Investment Management Corp. | 2,304 | +104 | $65.1K | +$11.0K | 4.7% |
| MJT & Associates Financial Advisory Group, Inc. | 684 | +342 | $19.3K | +$10.9K | 100.0% |
| TD PRIVATE CLIENT WEALTH LLC | 2,315 | +84 | $65.4K | +$10.5K | 3.8% |
| BOK Financial Private Wealth, Inc. | 1,418 | +132 | $40.1K | +$8.4K | 10.3% |
| Deseret Mutual Benefit Administrators | 2,002 | +45 | $56.6K | +$8.4K | 2.3% |
| ORG Partners LLC | 1,145 | +150 | $32.4K | +$7.9K | 15.1% |
| McIlrath & Eck, LLC | 2,136 | +1 | $60.4K | +$7.8K | 0.0% |
| CVA Family Office, LLC | 1,895 | +18 | $53.6K | +$7.4K | 0.9% |
| DAGCO, INC. | 906 | +135 | $25.6K | +$6.6K | 17.5% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 200 | +195 | $5.6K | +$5.5K | 3900.0% |
| SJS Investment Consulting Inc. | 233 | +183 | $6.6K | +$5.4K | 366.0% |
| Bruce G. Allen Investments, LLC | 475 | +142 | $13.4K | +$5.2K | 42.6% |
| Nemes Rush Group LLC | 201 | +167 | $5.7K | +$4.8K | 491.2% |
| Cranbrook Wealth Management, LLC | 1,208 | +8 | $34.1K | +$4.6K | 0.7% |
| Physician Wealth Advisors, Inc. | 908 | +34 | $25.7K | +$4.2K | 3.9% |
| FARMERS & MERCHANTS INVESTMENTS INC | 916 | +30 | $25.9K | +$4.1K | 3.4% |
| FINANCIAL CONSULATE, INC | 320 | +105 | $9.0K | +$3.8K | 48.8% |
| Cornerstone Planning Group LLC | 335 | +52 | $11.2K | +$3.6K | 18.4% |
| Fortitude Family Office, LLC | 694 | +29 | $19.6K | +$3.3K | 4.4% |
| Luken Investment Analytics, LLC | 810 | +10 | $22.9K | +$3.2K | 1.3% |
| CWM, LLC | 271,325 | +81,727 | $7.7K | +$3.0K | 43.1% |
| Asset Planning,Inc | 745 | +5 | $21.0K | +$2.8K | 0.7% |
| Triumph Capital Management | 617 | +9 | $17.4K | +$2.5K | 1.5% |
| Johnson Financial Group, Inc. | 323 | +45 | $9.1K | +$2.3K | 16.2% |
| Bell Investment Advisors, Inc | 352 | +33 | $9.9K | +$2.1K | 10.3% |
| Aspect Partners, LLC | 377 | +25 | $10.7K | +$2.0K | 7.1% |
| Versant Capital Management, Inc | 164 | +51 | $4.6K | +$1.9K | 45.1% |
| WPG Advisers, LLC | 465 | +6 | $13.1K | +$1.9K | 1.3% |
| Red Tortoise LLC | 486 | +3 | $13.7K | +$1.8K | 0.6% |
| DiNuzzo Private Wealth, Inc. | 92 | +53 | $2.6K | +$1.7K | 135.9% |
| Kozak & Associates, Inc. | 271 | +2 | $8.8K | +$1.7K | 0.7% |
| Bay Harbor Wealth Management, LLC | 97 | +46 | $2.7K | +$1.5K | 90.2% |
| Truvestments Capital LLC | 237 | +18 | $6.7K | +$1.3K | 8.2% |
| AMALGAMATED BANK | 178,399 | +16,444 | $5.0K | +$1.1K | 10.2% |
| CENTRAL TRUST Co | 254 | +4 | $7.2K | +$1.0K | 1.6% |
| NATIXIS ADVISORS, LLC | 257,883 | +2,112 | $7.3K | +$996 | 0.8% |
| Murphy & Mullick Capital Management Corp | 605 | +5 | $17.1K | +$921 | 0.8% |
| Janney Montgomery Scott LLC | 196,241 | +6,130 | $5.5K | +$869 | 3.2% |
| Rialto Wealth Management, LLC | 127 | +10 | $3.6K | +$711 | 8.5% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 137,536 | +6,350 | $3.9K | +$660 | 4.8% |
| ELEVATION WEALTH PARTNERS, LLC | 42 | +19 | $1.2K | +$621 | 82.6% |
| Crewe Advisors LLC | 153 | +1 | $4.3K | +$583 | 0.7% |
| Daiwa Securities Group Inc. | 140,800 | +2,522 | $4.0K | +$578 | 1.8% |
| NVWM, LLC | 90 | +10 | $2.5K | +$575 | 12.5% |
| BI Asset Management Fondsmaeglerselskab A/S | 56,570 | +14,299 | $1.6K | +$559 | 33.8% |
| Tradewinds Capital Management, LLC | 125 | +1 | $3.5K | +$477 | 0.8% |
| PFS Partners, LLC | 125 | +1 | $3.5K | +$476 | 0.8% |
| Valued Wealth Advisors LLC | 35 | +14 | $998 | +$472 | 66.7% |
| LGT Financial Advisors LLC | 118 | +1 | $3.3K | +$450 | 0.8% |
| Dunhill Financial, LLC | 28 | +8 | $788 | +$305 | 40.0% |
| American Capital Advisory, LLC | 30 | +6 | $848 | +$257 | 25.0% |
| HANTZ FINANCIAL SERVICES, INC. | 14,039 | +7,074 | $397 | +$226 | 101.6% |
| New England Capital Financial Advisors LLC | 55 | +1 | $1.5K | +$208 | 1.9% |
| BESSEMER GROUP INC | 26,363 | +2,962 | $746 | +$170 | 12.7% |
| ROSS\JOHNSON & Associates LLC | 14 | +3 | $396 | +$125 | 27.3% |
| CX Institutional | 15,641 | +1,231 | $442 | +$88 | 8.5% |
| Legacy Wealth Managment, LLC/ID | 6 | +1 | $170 | +$47 | 20.0% |
| Quaker Wealth Management, LLC | 5 | +1 | $142 | +$43 | 25.0% |
| Smithfield Trust Co | 8,107 | +107 | $229 | +$32 | 1.3% |
| GW&K Investment Management, LLC | 1,124 | +158 | $32 | +$8 | 16.4% |
| Bollard Group LLC | 1,645 | +3 | $46 | +$6 | 0.2% |
| Capital Advisors, Ltd. LLC | 252 | +88 | $7 | +$3 | 53.6% |
| HAZLETT, BURT & WATSON, INC. | 379 | +2 | $11 | +$2 | 0.5% |