13F QoQ Ownership Changes
HCXY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 63 new · 134 added · 161 reduced · 45 exited
New Positions(63)
Added To(134)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 883,427 | +711,911 | $17.1M | +$13.8M | 415.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 883,295 | +520,170 | $16.6M | +$9.8M | 143.2% |
| Qube Research & Technologies Ltd | 1,526,526 | +499,252 | $28.7M | +$9.3M | 48.6% |
| Point72 Asset Management, L.P. | 557,660 | +482,260 | $10.5M | +$9.1M | 639.6% |
| JANE STREET GROUP, LLC | 516,337 | +400,007 | $9.7M | +$7.5M | 343.9% |
| UBS Group AG | 1,671,860 | +353,092 | $31.5M | +$6.5M | 26.8% |
| Muzinich & Co., Inc. | 1,335,787 | +342,967 | $25.1M | +$6.4M | 34.5% |
| D. E. Shaw & Co., Inc. | 825,537 | +309,175 | $15.5M | +$5.8M | 59.9% |
| TWO SIGMA INVESTMENTS, LP | 1,763,356 | +288,440 | $33.2M | +$5.3M | 19.6% |
| Jump Financial, LLC | 361,092 | +217,017 | $6.8M | +$4.1M | 150.6% |
| Legal & General Group Plc | 1,382,084 | +209,854 | $26.0M | +$3.8M | 17.9% |
| PEAK6 LLC | 210,500 | +190,419 | $4.0M | +$3.6M | 948.3% |
| Cerity Partners LLC | 197,961 | +169,368 | $3.7M | +$3.2M | 592.3% |
| Walleye Trading LLC | 177,795 | +161,724 | $3.3M | +$3.0M | 1006.3% |
| Schonfeld Strategic Advisors LLC | 360,446 | +143,117 | $6.8M | +$2.7M | 65.8% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 239,614 | +132,466 | $4.5M | +$2.5M | 123.6% |
| Sumitomo Mitsui Trust Group, Inc. | 1,018,759 | +133,813 | $19.2M | +$2.4M | 15.1% |
| BNP PARIBAS FINANCIAL MARKETS | 207,439 | +128,013 | $3.9M | +$2.4M | 161.2% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 707,651 | +128,790 | $13.3M | +$2.4M | 22.2% |
| AMERIPRISE FINANCIAL INC | 385,996 | +96,983 | $7.3M | +$1.8M | 33.5% |
| Bank of New York Mellon Corp | 113,607 | +94,364 | $2.1M | +$1.8M | 490.4% |
| Quantbot Technologies LP | 213,689 | +80,792 | $4.0M | +$1.5M | 60.8% |
| Verition Fund Management LLC | 116,530 | +79,103 | $2.2M | +$1.5M | 211.3% |
| TECTONIC ADVISORS LLC | 759,746 | +70,235 | $14.3M | +$1.3M | 10.2% |
| SAGE ADVISORS, LLC | 119,974 | +61,944 | $2.3M | +$1.2M | 106.7% |
| BANK OF AMERICA CORP /DE/ | 205,420 | +59,902 | $3.9M | +$1.1M | 41.2% |
| GROUP ONE TRADING LLC | 56,693 | +50,190 | $1.1M | +$944.0K | 771.8% |
| Aquatic Capital Management LLC | 52,335 | +48,620 | $984.9K | +$914.7K | 1308.7% |
| FRANKLIN RESOURCES INC | 975,355 | +46,726 | $18.4M | +$795.8K | 5.0% |
| STATE STREET CORP | 213,833 | +40,768 | $4.0M | +$751.7K | 23.6% |
| STIFEL FINANCIAL CORP | 607,140 | +40,402 | $11.4M | +$709.3K | 7.1% |
| TWINBEECH CAPITAL LP | 58,421 | +36,365 | $1.1M | +$682.4K | 164.9% |
| Invesco Ltd. | 79,650 | +35,722 | $1.5M | +$668.3K | 81.3% |
| SIMPLEX TRADING, LLC | 34,820 | +16,544 | $655.3K | +$655.0K | 90.5% |
| Advisors Capital Management, LLC | 828,258 | +34,007 | $15.6M | +$568.5K | 4.3% |
| Squarepoint Ops LLC | 64,595 | +27,873 | $1.2M | +$521.3K | 75.9% |
| Waterloo Capital, L.P. | 185,319 | +27,266 | $3.5M | +$498.9K | 17.3% |
| Focus Partners Wealth | 45,197 | +26,361 | $850.6K | +$494.4K | 139.9% |
| AE Wealth Management LLC | 53,535 | +24,569 | $1.0M | +$459.8K | 84.8% |
| MILLENNIUM MANAGEMENT LLC | 1,502,576 | +30,114 | $28.3M | +$434.2K | 2.0% |
| Jefferies Financial Group Inc. | 49,577 | +23,185 | $933.0K | +$434.0K | 87.8% |
| Magnetar Financial LLC | 63,570 | +23,191 | $1.2M | +$432.8K | 57.4% |
| Creative Planning | 62,994 | +22,379 | $1.2M | +$417.5K | 55.1% |
| LPL Financial LLC | 1,823,405 | +29,292 | $34.3M | +$389.8K | 1.6% |
| Trexquant Investment LP | 402,892 | +22,372 | $7.6M | +$386.8K | 5.9% |
| Whipplewood Advisors, LLC | 35,554 | +20,236 | $669.1K | +$379.5K | 132.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 102,959 | +13,384 | $1.9M | +$310.9K | 14.9% |
| Brevan Howard Capital Management LP | 100,713 | +12,347 | $1.9M | +$224.4K | 14.0% |
| SHARPEPOINT LLC | 100,621 | +12,285 | $1.9M | +$223.3K | 13.9% |
| Beacon Pointe Advisors, LLC | 42,447 | +9,750 | $798.9K | +$180.6K | 29.8% |
| Private Advisor Group, LLC | 135,477 | +9,666 | $2.5M | +$170.6K | 7.7% |
| EAGLE GLOBAL ADVISORS LLC | 39,640 | +8,465 | $746.0K | +$156.5K | 27.1% |
| Taylor Frigon Capital Management LLC | 163,288 | +8,874 | $3.1M | +$153.1K | 5.7% |
| D.A. DAVIDSON & CO. | 309,211 | +9,072 | $5.8M | +$143.7K | 3.0% |
| Foundations Investment Advisors, LLC | 33,595 | +7,693 | $632.3K | +$142.5K | 29.7% |
| Legacy Capital Wealth Partners, LLC | 89,597 | +7,935 | $1.7M | +$142.0K | 9.7% |
| Sigma Planning Corp | 59,352 | +6,937 | $1.1M | +$125.8K | 13.2% |
| Accel Wealth Management | 39,053 | +6,152 | $735.0K | +$112.8K | 18.7% |
| Pasadena Private Wealth, LLC | 24,002 | +6,062 | $451.7K | +$112.5K | 33.8% |
| Autumn Glory Partners, LLC | 35,000 | +6,000 | $658.7K | +$110.3K | 20.7% |
| Global Endowment Management, LP | 20,000 | +5,000 | $376.0K | +$92.3K | 33.3% |
| MML INVESTORS SERVICES, LLC | 27,090 | +4,987 | $509.8K | +$91.9K | 22.6% |
| J.W. COLE ADVISORS, INC. | 56,129 | +2,380 | $946.0K | -$70.4K | 4.4% |
| Lido Advisors, LLC | 66,794 | +3,748 | $1.3M | +$70.3K | 5.9% |
| &PARTNERS | 40,301 | +3,703 | $758.5K | +$66.4K | 10.1% |
| Sowell Financial Services LLC | 19,725 | +3,603 | $371.2K | +$66.4K | 22.3% |
| HB Wealth Management, LLC | 15,511 | +3,583 | $291.9K | +$66.4K | 30.0% |
| Left Brain Wealth Management, LLC | 295,753 | +4,870 | $5.6M | +$65.5K | 1.7% |
| EverSource Wealth Advisors, LLC | 3,322 | +3,000 | $62.5K | +$56.4K | 931.7% |
| CAPTRUST FINANCIAL ADVISORS | 26,868 | +2,879 | $505.7K | +$52.0K | 12.0% |
| Cetera Investment Advisers | 215,036 | +3,694 | $4.0M | +$50.5K | 1.7% |
| SMH CAPITAL ADVISORS INC | 41,065 | +500 | $772.8K | +$45.9K | 1.2% |
| ARMSTRONG ADVISORY GROUP, INC | 5,261 | +2,424 | $99.0K | +$45.4K | 85.4% |
| IHT Wealth Management, LLC | 86,883 | +2,806 | $1.6M | +$45.2K | 3.3% |
| GUGGENHEIM CAPITAL LLC | 33,420 | +2,216 | $629.0K | +$38.9K | 7.1% |
| PRINCIPAL SECURITIES, INC. | 10,722 | +2,080 | $201.8K | +$38.4K | 24.1% |
| Empowered Funds, LLC | 33,461 | +2,039 | $629.7K | +$35.5K | 6.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 109,555 | +30,000 | $1.5M | +$33.5K | 37.7% |
| CITIGROUP INC | 1,657 | +1,656 | $31.2K | +$31.2K | 165600.0% |
| INVESTED ADVISORS | 13,471 | +2,176 | $253.5K | +$27.9K | 19.3% |
| SUMMIT SECURITIES GROUP LLC | 2,000 | +1,400 | $37.6K | +$26.3K | 233.3% |
| Abundance Wealth Counselors | 61,609 | +1,652 | $1.2M | +$25.7K | 2.8% |
| Inspire Investing, LLC | 30,454 | +1,386 | $573.1K | +$23.5K | 4.8% |
| Concurrent Investment Advisors, LLC | 24,410 | +1,309 | $459.4K | +$22.6K | 5.7% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 98,337 | +1,647 | $1.9M | +$22.3K | 1.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,884 | +1,000 | $35.5K | +$18.7K | 113.1% |
| Chicago Partners Investment Group LLC | 19,260 | +257 | $358.6K | +$15.6K | 1.4% |
| Baker Avenue Asset Management, LP | 11,896 | +881 | $223.9K | +$15.6K | 8.0% |
| SIGNATUREFD, LLC | 5,672 | +824 | $106.7K | +$15.1K | 17.0% |
| JONES FINANCIAL COMPANIES LLLP | 8,490 | +792 | $159.8K | +$12.7K | 10.3% |
| Rockefeller Capital Management L.P. | 140,996 | +2 | $2.7M | -$12.6K | 0.0% |
| Russell Investments Group, Ltd. | 1,187 | +667 | $22.3K | +$12.5K | 128.3% |
| FOX RUN MANAGEMENT, L.L.C. | 24,354 | +657 | $458.3K | +$10.2K | 2.8% |
| Mariner, LLC | 56,453 | +764 | $1.1M | +$9.4K | 1.4% |
| CALDWELL SUTTER CAPITAL, INC. | 4,586 | +445 | $86.3K | +$8.0K | 10.7% |
| Estabrook Capital Management | 2,397 | +395 | $45.1K | +$7.3K | 19.7% |
| NATIXIS | 118,377 | +214 | $2.2M | -$6.6K | 0.2% |
| Kozak & Associates, Inc. | 3,515 | +78 | $65.3K | +$6.5K | 2.3% |
| Glen Eagle Advisors, LLC | 400 | +300 | $7.5K | +$5.6K | 300.0% |
| Beaumont Financial Advisors, LLC | 12,845 | +321 | $241.7K | +$4.9K | 2.6% |
| NBC SECURITIES, INC. | 960 | +250 | $18.1K | +$4.6K | 35.2% |
| NAPLES GLOBAL ADVISORS, LLC | 71,569 | +120 | $1.3M | -$4.2K | 0.2% |
| Apollon Wealth Management, LLC | 19,445 | +301 | $366.0K | +$4.0K | 1.6% |
| MACKENZIE FINANCIAL CORP | 11,745 | +303 | $220.3K | +$3.9K | 2.6% |
| DEUTSCHE BANK AG\ | 141,281 | +535 | $2.7M | -$2.6K | 0.4% |
| TRUIST FINANCIAL CORP | 30,533 | +276 | $574.6K | +$2.5K | 0.9% |
| RMR Wealth Builders | 20,241 | +179 | $380.9K | +$1.6K | 0.9% |
| OPPENHEIMER & CO INC | 24,716 | +199 | $465.2K | +$1.5K | 0.8% |
| Triumph Capital Management | 9,605 | +127 | $180.8K | +$1.5K | 1.3% |
| Bramshill Investments, LLC | 37,385 | +252 | $703.6K | +$1.4K | 0.7% |
| Prime Capital Investment Advisors, LLC | 25,259 | +193 | $475.4K | +$1.4K | 0.8% |
| Arax Advisory Partners | 14,800 | +2 | $278.5K | -$1.3K | 0.0% |
| Tradewinds Capital Management, LLC | 3,893 | +87 | $73.3K | +$1.3K | 2.3% |
| CENTAURUS FINANCIAL, INC. | 106,394 | +68,575 | $2.0K | +$1.3K | 181.3% |
| Essex Financial Services, Inc. | 56,739 | +330 | $1.1M | +$1.1K | 0.6% |
| Bank Julius Baer & Co. Ltd, Zurich | 2,811 | +71 | $52.9K | +$1.1K | 2.6% |
| ELEVATION WEALTH PARTNERS, LLC | 3,181 | +70 | $59.9K | +$1.1K | 2.3% |
| Pathstone Holdings, LLC | 18,980 | +36 | $357.2K | -$1.0K | 0.2% |
| Sunbelt Securities, Inc. | 12,487 | +14 | $235.0K | -$865 | 0.1% |
| CreativeOne Wealth, LLC | 14,175 | +40 | $266.8K | -$520 | 0.3% |
| Caitlin John, LLC | 1,560 | +35 | $29.4K | +$517 | 2.3% |
| Border to Coast Pensions Partnership Ltd | 400,000 | +25,000 | $7.5K | +$451 | 6.7% |
| CANADA LIFE ASSURANCE Co | 215,596 | +9,255 | $4.1K | +$165 | 4.5% |
| Archer Investment Corp | 2,038 | +3 | $38.4K | -$114 | 0.1% |
| DELPHI MANAGEMENT INC /MA/ | 78,512 | +3,818 | $1.5K | +$66 | 5.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 40,719 | +2,594 | $767 | +$46 | 6.8% |
| DANSKE BANK A/S | 4 | +2 | $75 | +$37 | 100.0% |
| West Financial Advisors, LLC | 55 | +2 | $1.0K | +$18 | 3.8% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 52 | +1 | $979 | +$17 | 2.0% |
| Blue Trust, Inc. | 4,020 | +20 | $75.7K | +$16 | 0.5% |
| Cambridge Investment Research Advisors, Inc. | 167,690 | +222 | $3.2K | -$11 | 0.1% |
| CoreCap Advisors, LLC | 33 | +1 | $618 | +$11 | 3.1% |
| State of Alaska, Department of Revenue | 7,821 | +321 | $147 | +$6 | 4.3% |
| CWM, LLC | 771 | +51 | $15 | +$1 | 7.1% |
Reduced(161)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 27,808 | -7,973 | $81.2M | -$21.0M | -22.3% |
| Royal Bank of Canada | 643,770 | -948,680 | $12.1M | -$17.7M | -59.6% |
| MARSHALL WACE, LLP | 312,719 | -279,523 | $5.9M | -$5.3M | -47.2% |
| Sound Income Strategies, LLC | 2,703,275 | -49,592 | $51.1M | +$4.2M | -1.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | 220,042 | -8,627 | $4.1M | +$4.1M | -3.8% |
| CREDIT AGRICOLE S A | 77,368 | -201,352 | $1.5M | -$3.8M | -72.2% |
| BARCLAYS PLC | 102,522 | -100,405 | $1.9M | -$2.0M | -49.5% |
| JPMORGAN CHASE & CO | 320,215 | -99,373 | $6.0M | -$1.9M | -23.7% |
| CITADEL ADVISORS LLC | 1,149,539 | -94,996 | $21.6M | -$1.9M | -7.6% |
| MORGAN STANLEY | 1,114,173 | -59,453 | $21.0M | -$1.2M | -5.1% |
| S&T Bank/PA | 197,893 | -51,123 | $3.7M | -$984.5K | -20.5% |
| Campbell & CO Investment Adviser LLC | 10,756 | -50,642 | $202.4K | -$958.6K | -82.5% |
| TWO SIGMA ADVISERS, LP | 1,922,200 | -34,200 | $36.2M | -$819.7K | -1.7% |
| PNC Financial Services Group, Inc. | 234,058 | -34,260 | $4.4M | -$668.9K | -12.8% |
| FJ Capital Management LLC | 169,984 | -34,007 | $3.2M | -$658.4K | -16.7% |
| DENALI ADVISORS LLC | 233,249 | -32,327 | $4.4M | -$632.3K | -12.2% |
| Advisors Asset Management, Inc. | 364,211 | -27,418 | $6.9M | -$551.3K | -7.0% |
| Engineers Gate Manager LP | 132,688 | -24,610 | $2.5M | -$477.3K | -15.6% |
| SteelPeak Wealth, LLC | 15,574 | -22,442 | $293.1K | -$425.8K | -59.0% |
| NEUBERGER BERMAN GROUP LLC | 302,845 | -18,900 | $5.7M | -$384.7K | -5.9% |
| WELLS FARGO & COMPANY/MN | 740,481 | -16,573 | $13.9M | -$380.1K | -2.2% |
| RAYMOND JAMES FINANCIAL INC | 691,064 | -14,905 | $13.0M | -$344.0K | -2.1% |
| GOLDMAN SACHS GROUP INC | 205,311 | -16,442 | $3.9M | -$329.4K | -7.4% |
| OSAIC HOLDINGS, INC. | 99,697 | -14,190 | $1.9M | -$327.9K | -12.4% |
| ENVESTNET ASSET MANAGEMENT INC | 33,351 | -16,535 | $627.7K | -$315.7K | -33.1% |
| Y-Intercept (Hong Kong) Ltd | 36,487 | -16,191 | $686.7K | -$309.5K | -30.7% |
| Naviter Wealth, LLC | 193,963 | -15,042 | $3.7M | -$301.9K | -7.2% |
| Kestra Advisory Services, LLC | 67,994 | -15,532 | $1.3M | -$299.8K | -18.6% |
| Melia Wealth LLC | 802,185 | -11,355 | $15.1M | -$286.9K | -1.4% |
| NewEdge Advisors, LLC | 1,132 | -14,662 | $21.3K | -$277.4K | -92.8% |
| NORTHERN TRUST CORP | 201,385 | -13,654 | $3.8M | -$276.3K | -6.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 289,789 | -12,724 | $5.5M | -$266.7K | -4.2% |
| Modern Wealth Management, LLC | 13,820 | -13,669 | $260.1K | -$251.1K | -49.7% |
| BlackRock, Inc. | 1,333,016 | -6,021 | $25.1M | -$233.8K | -0.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 2,806 | -11,351 | $52.8K | -$214.9K | -80.2% |
| Corient Private Wealth LLC | 41,498 | -10,589 | $774.3K | -$210.7K | -20.3% |
| BLAIR WILLIAM & CO/IL | 195,593 | -7,612 | $3.7M | -$161.5K | -3.7% |
| Truvestments Capital LLC | 181,726 | -6,892 | $3.4M | -$146.7K | -3.6% |
| Virtus Investment Advisers, LLC | 33,518 | -7,478 | $630.8K | -$144.4K | -18.2% |
| ExodusPoint Capital Management, LP | 47,430 | -6,644 | $892.6K | -$129.9K | -12.3% |
| DNB Asset Management AS | 107,922 | -6,270 | $2.0M | -$128.3K | -5.5% |
| Gilman Hill Asset Management, LLC | 580,440 | -3,611 | $10.9M | -$120.5K | -0.6% |
| Advisory Services Network, LLC | 11,527 | -5,780 | $216.9K | -$110.3K | -33.4% |
| COMERICA BANK | 396 | -5,030 | $7.5K | -$95.2K | -92.7% |
| Farther Finance Advisors, LLC | 13,296 | -4,573 | $250.2K | -$87.7K | -25.6% |
| Tidal Investments LLC | 78,874 | -4,240 | $1.5M | -$87.3K | -5.1% |
| US BANCORP \DE\ | 37,182 | -4,288 | $699.8K | -$84.4K | -10.3% |
| Balyasny Asset Management L.P. | 15,002 | -4,265 | $282.3K | -$82.0K | -22.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 97,735 | -3,809 | $1.8M | -$80.8K | -3.8% |
| Monument Capital Management | 30,960 | -3,487 | $582.7K | -$68.7K | -10.1% |
| CHILTON CAPITAL MANAGEMENT LLC | 5,500 | -3,405 | $103.5K | -$64.9K | -38.2% |
| FAS Wealth Partners, Inc. | 182,746 | -2,300 | $3.4M | -$60.0K | -1.2% |
| North Star Investment Management Corp. | 47,965 | -2,508 | $902.7K | -$51.7K | -5.0% |
| Steward Partners Investment Advisory, LLC | 109,897 | -2,059 | $2.1M | -$48.8K | -1.8% |
| Federation des caisses Desjardins du Quebec | 8,075 | -2,500 | $151.9K | -$48.0K | -23.6% |
| Cedar Wealth Management, LLC | 6,559 | -2,400 | $123.4K | -$46.0K | -26.8% |
| Stratos Wealth Partners, LTD. | 14,624 | -2,098 | $275.2K | -$41.0K | -12.5% |
| Brookstone Capital Management | 10,748 | -2,095 | $202.3K | -$40.6K | -16.3% |
| Sand Hill Global Advisors, LLC | 13,832 | -2,000 | $260.3K | -$39.1K | -12.6% |
| Register Financial Advisors LLC | 13,362 | -1,976 | $251.5K | -$38.6K | -12.9% |
| Capital Advisory Group Advisory Services, LLC | 91,125 | -1,361 | $1.7M | -$33.9K | -1.5% |
| Creegan & Nassoura Financial Group, LLC | 78,420 | -1,250 | $1.5M | -$30.7K | -1.6% |
| PFG Investments, LLC | 111,111 | -1,072 | $2.1M | -$30.3K | -0.9% |
| HighTower Advisors, LLC | 64,558 | -1,284 | $1.2M | -$30.1K | -1.9% |
| Snowden Capital Advisors LLC | 11,436 | -1,176 | $215.2K | -$23.3K | -9.3% |
| Golden State Wealth Management, LLC | 63,656 | -921 | $1.2M | -$23.1K | -1.4% |
| HARBOUR INVESTMENTS, INC. | 2,806 | -1,160 | $52.8K | -$22.2K | -29.2% |
| TRED AVON FAMILY WEALTH, LLC | 54,214 | -903 | $1.0M | -$22.0K | -1.6% |
| Dakota Wealth Management | 37,835 | -885 | $712.1K | -$20.1K | -2.3% |
| ARES MANAGEMENT LLC | 201,606 | 0 | $3.8M | -$18.1K | 0.0% |
| Rossby Financial, LCC | 518 | -969 | $9.7K | -$17.9K | -65.2% |
| AXXCESS WEALTH MANAGEMENT, LLC | 14,507 | -875 | $273.0K | -$17.9K | -5.7% |
| Colonial River Investments, LLC | 14,507 | -875 | $273.0K | -$17.9K | -5.7% |
| Arkadios Wealth Advisors | 58,573 | -606 | $1.1M | -$16.7K | -1.0% |
| Security National Bank | 3,508 | -845 | $66.0K | -$16.3K | -19.4% |
| Parallel Advisors, LLC | 13,944 | -750 | $262.4K | -$15.4K | -5.1% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 1,576 | -774 | $29.7K | -$14.8K | -32.9% |
| Mirador Capital Partners LP | 43,617 | -550 | $820.9K | -$14.3K | -1.2% |
| ProShare Advisors LLC | 32,168 | -587 | $605.4K | -$14.0K | -1.8% |
| Summit Financial, LLC | 40,284 | -533 | $758.1K | -$13.7K | -1.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 6,055 | -650 | $114.0K | -$12.8K | -9.7% |
| FourThought Financial Partners, LLC | 12,436 | -599 | $234.0K | -$12.4K | -4.6% |
| LM Advisors LLC | 205 | -10,695 | $10.9K | +$10.7K | -98.1% |
| CIBC Private Wealth Group LLC | 111,276 | 0 | $2.1M | -$10.0K | 0.0% |
| Caprock Group, LLC | 14,215 | 0 | $267.5K | -$10.0K | 0.0% |
| PENNINGTON PARTNERS & CO., LLC | 96,700 | 0 | $1.8M | -$8.7K | 0.0% |
| Future Financial Wealth Managment LLC | 30,175 | 0 | $562.2K | -$8.4K | 0.0% |
| Global Retirement Partners, LLC | 69,574 | -41 | $1.3M | -$7.0K | -0.1% |
| Inspire Advisors, LLC | 17,733 | -238 | $333.8K | -$6.1K | -1.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,679 | -200 | $257.4K | -$5.0K | -1.4% |
| MCDONALD PARTNERS LLC | 48,000 | 0 | $903.4K | -$4.3K | 0.0% |
| Cornerstone Wealth Management, LLC | 21,050 | -126 | $396.2K | -$4.3K | -0.6% |
| 1620 INVESTMENT ADVISORS, INC. | 30,993 | -70 | $583.3K | -$4.1K | -0.2% |
| VAN ECK ASSOCIATES CORP | 3,458,277 | -188,907 | $65.1K | -$3.9K | -5.2% |
| Spire Wealth Management | 1,205 | -160 | $22.7K | -$3.1K | -11.7% |
| Diversify Advisory Services, LLC | 22,003 | -1,531 | $416.1K | -$3.1K | -6.5% |
| Americana Partners, LLC | 32,250 | 0 | $606.9K | -$2.9K | 0.0% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 10,387 | -99 | $195.5K | -$2.8K | -0.9% |
| Balboa Wealth Partners | 31,017 | 0 | $583.7K | -$2.8K | 0.0% |
| BigSur Wealth Management LLC | 29,500 | 0 | $555.2K | -$2.7K | 0.0% |
| CAXTON ASSOCIATES LLP | 27,400 | 0 | $515.7K | -$2.5K | 0.0% |
| Core Wealth Partners LLC | 24,153 | 0 | $454.6K | -$2.2K | 0.0% |
| Accredited Investors Inc. | 23,000 | 0 | $432.9K | -$2.1K | 0.0% |
| Madison Park Capital Advisors, LLC | 20,000 | 0 | $376.4K | -$1.8K | 0.0% |
| First National Trust Co | 19,634 | 0 | $369.5K | -$1.8K | 0.0% |
| Principle Wealth Partners LLC | 19,385 | 0 | $364.8K | -$1.7K | 0.0% |
| Allspring Global Investments Holdings, LLC | 18,700 | 0 | $351.9K | -$1.7K | 0.0% |
| Penbrook Management LLC | 14,767 | -8 | $277.9K | -$1.5K | -0.1% |
| Cascade Financial Partners, LLC | 15,293 | 0 | $287.8K | -$1.4K | 0.0% |
| Allie Family Office LLC | 15,000 | 0 | $282.3K | -$1.4K | 0.0% |
| Chung Wu Investment Group, LLC | 12,978 | 0 | $244.2K | -$1.2K | 0.0% |
| Fulton Bank, N.A. | 12,817 | 0 | $241.2K | -$1.2K | 0.0% |
| Keystone Financial Group | 12,198 | 0 | $229.6K | -$1.1K | 0.0% |
| WealthBridge Capital Management, LLC | 12,000 | 0 | $225.8K | -$1.1K | 0.0% |
| Quest 10 Wealth Builders, Inc. | 57 | -57 | $1.1K | -$1.1K | -50.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,548 | 0 | $217.3K | -$1.0K | 0.0% |
| HRT FINANCIAL LP | 441,316 | -52,619 | $8.3K | -$1.0K | -10.7% |
| ORG Partners LLC | 11,425 | 0 | $215.0K | -$1.0K | 0.0% |
| ARGA Investment Management, LP | 11,223 | 0 | $211.2K | -$1.0K | 0.0% |
| Anfield Capital Management, LLC | 10,828 | 0 | $203.8K | -$974 | 0.0% |
| Diversified Enterprises, LLC | 10,312 | 0 | $194.1K | -$928 | 0.0% |
| DELTA ASSET MANAGEMENT LLC/TN | 2,221 | -30 | $41.8K | -$767 | -1.3% |
| Janney Montgomery Scott LLC | 255,335 | -32,210 | $4.8K | -$632 | -11.2% |
| Geneos Wealth Management Inc. | 6,475 | 0 | $121.9K | -$582 | 0.0% |
| HUNTINGTON NATIONAL BANK | 5,784 | 0 | $108.9K | -$520 | 0.0% |
| MAI Capital Management | 5,024 | 0 | $94.5K | -$452 | 0.0% |
| BROWN, LISLE/CUMMINGS, INC. | 3,811 | 0 | $71.7K | -$343 | 0.0% |
| CX Institutional | 5,094 | -16,763 | $96 | -$317 | -76.7% |
| PRIVATE TRUST CO NA | 3,381 | 0 | $63.6K | -$305 | 0.0% |
| MTM Investment Management, LLC | 2,900 | 0 | $54.6K | -$261 | 0.0% |
| HOLLENCREST CAPITAL MANAGEMENT | 2,522 | 0 | $47.5K | -$227 | 0.0% |
| Nova Wealth Management, Inc. | 2,523 | 0 | $47.5K | -$227 | 0.0% |
| Optiver Holding B.V. | 2,020 | 0 | $38.0K | -$182 | 0.0% |
| Atlantic Union Bankshares Corp | 2,017 | 0 | $38.0K | -$182 | 0.0% |
| Orion Capital Management LLC | 2,000 | 0 | $37.6K | -$180 | 0.0% |
| FINANCIAL CONSULATE, INC | 1,845 | 0 | $34.7K | -$166 | 0.0% |
| ASSETMARK, INC | 1,786 | 0 | $33.6K | -$160 | 0.0% |
| HHM Wealth Advisors, LLC | 1,500 | 0 | $28.2K | -$135 | 0.0% |
| Ancora Advisors LLC | 1,250 | 0 | $23.5K | -$112 | 0.0% |
| Financial Gravity Asset Management, Inc. | 900 | 0 | $16.9K | -$81 | 0.0% |
| WealthCollab, LLC | 836 | 0 | $15.7K | -$75 | 0.0% |
| Asset Dedication, LLC | 756 | 0 | $14.2K | -$68 | 0.0% |
| Community Bank, N.A. | 625 | 0 | $11.8K | -$56 | 0.0% |
| ALERUS FINANCIAL NA | 517 | 0 | $9.7K | -$46 | 0.0% |
| TD Waterhouse Canada Inc. | 200 | 0 | $3.8K | +$40 | 0.0% |
| PFS Partners, LLC | 413 | 0 | $7.8K | -$37 | 0.0% |
| JNBA Financial Advisors | 329 | 0 | $6.2K | -$30 | 0.0% |
| VSM Wealth Advisory, LLC | 300 | 0 | $5.6K | -$27 | 0.0% |
| Signature Resources Capital Management, LLC | 275 | 0 | $5.2K | -$24 | 0.0% |
| William B. Walkup & Associates, Inc. | 229 | 0 | $4.3K | -$20 | 0.0% |
| WEDBUSH SECURITIES INC | 12,938 | -978 | $243 | -$20 | -7.0% |
| SWAN Capital LLC | 189 | 0 | $3.6K | -$17 | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 174 | 0 | $3.3K | -$15 | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 100 | 0 | $1.9K | -$9 | 0.0% |
| Luminist Capital LLC | 25 | 0 | $471 | +$6 | 0.0% |
| Summit Global Investments | 24,200 | 0 | $455 | -$3 | 0.0% |
| SIT INVESTMENT ASSOCIATES INC | 35,000 | 0 | $659 | -$3 | 0.0% |
| Navalign, LLC | 0 | 0 | $3 | +$3 | — |
| Access Investment Management LLC | 38,200 | 0 | $722.4K | $0 | 0.0% |
| VALLEY NATIONAL ADVISERS INC | 656 | 0 | $12 | $0 | 0.0% |
| HORIZON FINANCIAL SERVICES, LLC | 0 | 0 | $0 | $0 | — |