13F QoQ Ownership Changes
HLT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 190 new · 404 added · 538 reduced · 102 exited
New Positions(190)
Added To(404)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,212,106 | +810,447 | $922.7M | +$299.6M | 33.7% |
| MARSHALL WACE, LLP | 1,946,468 | +920,278 | $559.1M | +$292.9M | 89.7% |
| FRANKLIN RESOURCES INC | 6,294,665 | +284,352 | $1.81B | +$248.8M | 4.7% |
| Winslow Capital Management, LLC | 1,668,542 | +544,655 | $480.2M | +$188.6M | 48.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,448,978 | +31,364 | $1.85B | +$188.6M | 0.5% |
| Invesco Ltd. | 2,754,958 | +375,993 | $791.4M | +$174.2M | 15.8% |
| NORGES BANK | 2,795,637 | +28,622 | $803.0M | +$165.2M | 1.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,375,719 | +381,828 | $682.4M | +$165.1M | 19.1% |
| GOLDMAN SACHS GROUP INC | 2,359,913 | +355,232 | $677.9M | +$157.8M | 17.7% |
| AGF MANAGEMENT LTD | 790,906 | +513,380 | $227.2M | +$155.2M | 185.0% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,340,013 | +323,262 | $672.2M | +$148.9M | 16.0% |
| Amundi | 1,286,659 | +311,470 | $369.6M | +$115.9M | 31.9% |
| MORGAN STANLEY | 2,823,631 | +55,228 | $811.1M | +$92.9M | 2.0% |
| Capital World Investors | 2,307,667 | +55,515 | $663.0M | +$78.7M | 2.5% |
| Clearbridge Investments, LLC | 1,087,304 | +165,763 | $312.3M | +$73.2M | 18.0% |
| Point72 Asset Management, L.P. | 238,847 | +229,247 | $68.6M | +$66.1M | 2388.0% |
| CITIGROUP INC | 377,382 | +187,127 | $108.4M | +$59.0M | 98.3% |
| FEDERATED HERMES, INC. | 403,107 | +180,810 | $115.8M | +$58.1M | 81.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,736,153 | +19,318 | $498.7M | +$53.3M | 1.1% |
| BNP PARIBAS FINANCIAL MARKETS | 378,924 | +151,930 | $118.0M | +$51.8M | 66.9% |
| RENAISSANCE TECHNOLOGIES LLC | 323,060 | +154,360 | $92.8M | +$49.0M | 91.5% |
| Alyeska Investment Group, L.P. | 936,729 | +67,221 | $269.1M | +$43.5M | 7.7% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 357,721 | +124,003 | $102.8M | +$42.1M | 53.0% |
| Nuveen, LLC | 1,392,680 | +269 | $400.0M | +$38.8M | 0.0% |
| Mediolanum International Funds Ltd | 156,419 | +130,777 | $45.4M | +$38.7M | 510.0% |
| SEI INVESTMENTS CO | 555,239 | +82,541 | $159.5M | +$36.9M | 17.5% |
| Connor, Clark & Lunn Investment Management Ltd. | 124,568 | +123,696 | $35.8M | +$35.6M | 14185.3% |
| AQR CAPITAL MANAGEMENT LLC | 650,814 | +55,844 | $186.9M | +$32.6M | 9.4% |
| VICTORY CAPITAL MANAGEMENT INC | 759,235 | +42,368 | $218.1M | +$32.1M | 5.9% |
| CAXTON ASSOCIATES LLP | 119,066 | +105,515 | $34.2M | +$30.7M | 778.6% |
| Jain Global LLC | 113,973 | +105,023 | $32.7M | +$30.4M | 1173.4% |
| Walleye Trading LLC | 174,647 | +84,294 | $50.2M | +$26.7M | 93.3% |
| AMERICAN CENTURY COMPANIES INC | 829,578 | +13,497 | $238.3M | +$26.6M | 1.6% |
| BARCLAYS PLC | 700,630 | +82,879 | $186.6M | +$26.3M | 13.4% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 232,188 | +72,877 | $66.7M | +$25.4M | 45.7% |
| Walleye Capital LLC | 114,647 | +84,320 | $32.9M | +$25.1M | 278.0% |
| OFI INVEST ASSET MANAGEMENT | 100,107 | +99,620 | $24.5M | +$24.4M | 20455.8% |
| DIMENSIONAL FUND ADVISORS LP | 757,867 | +8,970 | $217.7M | +$23.4M | 1.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 491,309 | +22,249 | $143.9M | +$22.3M | 4.7% |
| NEUBERGER BERMAN GROUP LLC | 331,909 | +44,958 | $95.3M | +$20.9M | 15.7% |
| NATIONAL BANK OF CANADA /FI/ | 173,886 | +57,682 | $49.9M | +$19.8M | 49.6% |
| National Pension Service | 623,622 | +442 | $179.1M | +$17.5M | 0.1% |
| Hudson Way Capital Management LLC | 338,510 | +26,032 | $97.2M | +$16.2M | 8.3% |
| BANK OF MONTREAL /CAN/ | 229,225 | +36,735 | $65.8M | +$15.9M | 19.1% |
| PEAK6 LLC | 136,792 | +41,994 | $39.3M | +$14.7M | 44.3% |
| Voya Investment Management LLC | 355,256 | +17,663 | $102.0M | +$14.5M | 5.2% |
| Gotham Asset Management, LLC | 125,524 | +37,478 | $36.1M | +$13.2M | 42.6% |
| J. Safra Sarasin Holding AG | 92,342 | +39,670 | $26.5M | +$12.9M | 75.3% |
| Camrose Capital Investment Partners LLP | 223,492 | +25,020 | $64.2M | +$12.7M | 12.6% |
| TORONTO DOMINION BANK | 139,619 | +33,659 | $40.1M | +$12.6M | 31.8% |
| AVIVA PLC | 360,253 | +7,498 | $103.5M | +$12.0M | 2.1% |
| Quantinno Capital Management LP | 104,168 | +34,936 | $29.9M | +$12.0M | 50.5% |
| Caisse de depot et placement du Quebec | 65,515 | +38,527 | $18.8M | +$11.8M | 142.8% |
| IFM Investors Pty Ltd | 45,791 | +630 | $13.2K | -$11.8M | 1.4% |
| BANK OF NOVA SCOTIA | 66,562 | +37,481 | $19.1M | +$11.6M | 128.9% |
| Cornerstone Advisors, LLC | 51,070 | +38,670 | $14.7M | +$11.5M | 311.9% |
| Balyasny Asset Management L.P. | 58,276 | +33,902 | $16.7M | +$10.4M | 139.1% |
| MILLENNIUM MANAGEMENT LLC | 141,481 | +20,947 | $40.6M | +$9.4M | 17.4% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 47,893 | +39,460 | $11.2M | +$9.0M | 467.9% |
| CIBC WORLD MARKET INC. | 31,344 | +28,821 | $9.0M | +$8.3M | 1142.3% |
| BAMCO INC /NY/ | 267,703 | +3,286 | $76.9M | +$8.3M | 1.2% |
| Rakuten Investment Management, Inc. | 30,693 | +27,868 | $9.0M | +$8.3M | 986.5% |
| One Madison Group LLC | 110,000 | +20,000 | $31.6M | +$8.2M | 22.2% |
| Lighthouse Investment Partners, LLC | 29,784 | +28,437 | $8.6M | +$8.2M | 2111.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 162,714 | +12,070 | $46.9M | +$7.8M | 8.0% |
| DANSKE BANK A/S | 135,240 | +13,720 | $38.8M | +$7.3M | 11.3% |
| CIBC Asset Management Inc | 55,837 | +21,895 | $16.0M | +$7.2M | 64.5% |
| LPL Financial LLC | 154,122 | +10,914 | $44.3M | +$7.1M | 7.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 186,561 | +5,622 | $53.6M | +$6.6M | 3.1% |
| KLP KAPITALFORVALTNING AS | 125,240 | +12,080 | $36.0M | +$6.6M | 10.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 191,571 | +3,731 | $55.0M | +$6.3M | 2.0% |
| Hudson Bay Capital Management LP | 21,377 | +19,753 | $6.1M | +$5.7M | 1216.3% |
| Vinva Investment Management Ltd | 35,826 | +16,394 | $10.4M | +$5.3M | 84.4% |
| CREDIT AGRICOLE S A | 92,211 | +10,409 | $26.5M | +$5.3M | 12.7% |
| Federation des caisses Desjardins du Quebec | 25,605 | +17,323 | $7.4M | +$5.2M | 209.2% |
| Y-Intercept (Hong Kong) Ltd | 45,163 | +15,126 | $13.0M | +$5.2M | 50.4% |
| Skandinaviska Enskilda Banken AB (publ) | 181,114 | +180 | $52.0M | +$5.1M | 0.1% |
| Candriam S.C.A. | 83,989 | +10,166 | $24.1M | +$5.0M | 13.8% |
| Swedbank AB | 143,587 | +1,950 | $41.2M | +$4.5M | 1.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 145,576 | +298 | $41.8M | +$4.1M | 0.2% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 64,425 | +8,000 | $18.5M | +$3.9M | 14.2% |
| Tidal Investments LLC | 35,993 | +9,862 | $10.3M | +$3.6M | 37.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 29,800 | +9,733 | $8.6M | +$3.4M | 48.5% |
| Woodline Partners LP | 39,708 | +8,624 | $11.4M | +$3.3M | 27.7% |
| Mirae Asset Global Investments Co., Ltd. | 49,626 | +7,339 | $14.3M | +$3.3M | 17.4% |
| M&T Bank Corp | 28,405 | +9,608 | $8.2M | +$3.3M | 51.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 41,735 | +7,570 | $12.0M | +$3.1M | 22.1% |
| Empowered Funds, LLC | 22,822 | +9,522 | $6.6M | +$3.1M | 71.6% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 43,203 | +7,057 | $12.4M | +$3.0M | 19.5% |
| FIRST TRUST ADVISORS LP | 84,112 | +2,412 | $24.2M | +$3.0M | 3.0% |
| LAZARD ASSET MANAGEMENT LLC | 76,719 | +2,974 | $22.0M | +$2.9M | 4.0% |
| LANDMARK INVESTMENT PARTNERS, L.P. | 39,151 | +6,927 | $11.2M | +$2.9M | 21.5% |
| Cetera Investment Advisers | 48,420 | +5,875 | $13.9M | +$2.9M | 13.8% |
| Vident Advisory, LLC | 24,393 | +8,234 | $7.0M | +$2.8M | 51.0% |
| Creative Planning | 50,883 | +5,341 | $14.6M | +$2.8M | 11.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41,419 | +6,277 | $11.9M | +$2.8M | 17.9% |
| Lansforsakringar Fondforvaltning AB (publ) | 77,237 | +2,223 | $22.2M | +$2.7M | 3.0% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 42,310 | +5,627 | $12.2M | +$2.6M | 15.3% |
| ALLSTATE CORP | 16,678 | +8,348 | $4.8M | +$2.6M | 100.2% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 84,310 | +401 | $24.2M | +$2.4M | 0.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 19,494 | +7,125 | $5.6M | +$2.4M | 57.6% |
| Cerity Partners LLC | 25,153 | +6,479 | $7.2M | +$2.4M | 34.7% |
| Cumberland Partners Ltd | 15,000 | +7,500 | $4.3M | +$2.4M | 100.0% |
| M&G PLC | 46,780 | +4,020 | $13.4M | +$2.4M | 9.4% |
| ProShare Advisors LLC | 46,945 | +3,955 | $13.5M | +$2.3M | 9.2% |
| XPONANCE, INC. | 60,771 | +2,394 | $17.5M | +$2.3M | 4.1% |
| Callan Family Office, LLC | 18,975 | +6,739 | $5.5M | +$2.3M | 55.1% |
| NEOS Investment Management LLC | 35,186 | +4,948 | $10.1M | +$2.3M | 16.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 78,069 | +7 | $22.4M | +$2.2M | 0.0% |
| PNC Financial Services Group, Inc. | 64,656 | +1,337 | $18.6M | +$2.1M | 2.1% |
| Mariner, LLC | 40,211 | +3,779 | $11.6M | +$2.1M | 10.4% |
| Czech National Bank | 61,290 | +1,555 | $17.6M | +$2.1M | 2.6% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 13,626 | +6,514 | $3.9M | +$2.1M | 91.6% |
| Pathstone Holdings, LLC | 34,965 | +3,960 | $10.0M | +$2.0M | 12.8% |
| ARGENT CAPITAL MANAGEMENT LLC | 13,151 | +6,283 | $3.8M | +$2.0M | 91.5% |
| Focus Partners Wealth | 8,497 | +6,708 | $2.4M | +$2.0M | 374.9% |
| Rockefeller Capital Management L.P. | 47,191 | +2,461 | $13.6M | +$2.0M | 5.5% |
| Corient Private Wealth LLC | 899,477 | +416,269 | $127.3M | +$1.9M | 86.1% |
| Investment Management Corp of Ontario | 20,020 | +4,853 | $5.8M | +$1.8M | 32.0% |
| XTX Topco Ltd | 9,580 | +5,819 | $2.8M | +$1.8M | 154.7% |
| NISA INVESTMENT ADVISORS, LLC | 36,249 | +2,744 | $10.4M | +$1.7M | 8.2% |
| Delta Accumulation, LLC | 9,600 | +4,800 | $2.8M | +$1.7M | 100.0% |
| Applied Finance Capital Management, LLC | 10,282 | +5,055 | $3.0M | +$1.6M | 96.7% |
| Mesirow Financial Investment Management, Inc. | 52,164 | +555 | $15.0M | +$1.6M | 1.1% |
| MUFG Securities EMEA plc | 9,529 | +5,027 | $2.7M | +$1.6M | 111.7% |
| Vanguard Personalized Indexing Management, LLC | 32,142 | +2,572 | $9.2M | +$1.6M | 8.7% |
| Canada Post Corp Registered Pension Plan | 46,893 | +1,441 | $13.5M | +$1.5M | 3.2% |
| DNB Asset Management AS | 45,725 | +967 | $13.1M | +$1.5M | 2.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,365 | +2,331 | $7.5M | +$1.5M | 10.1% |
| Wealthfront Advisers LLC | 29,682 | +2,610 | $8.5M | +$1.5M | 9.6% |
| Sterling Capital Management LLC | 12,892 | +4,221 | $3.7M | +$1.5M | 48.7% |
| Rice Partnership, LLC | 23,088 | +2,740 | $6.6M | +$1.4M | 13.5% |
| &PARTNERS | 28,345 | +2,010 | $8.1M | +$1.3M | 7.6% |
| FRED ALGER MANAGEMENT, LLC | 39,255 | +815 | $11.3M | +$1.3M | 2.1% |
| Ethic Inc. | 22,792 | +2,477 | $6.5M | +$1.3M | 12.2% |
| WESTPAC BANKING CORP | 24,335 | +2,276 | $7.0M | +$1.3M | 10.3% |
| Silvant Capital Management LLC | 37,991 | +609 | $10.9M | +$1.2M | 1.6% |
| USS Investment Management Ltd | 41,624 | +99 | $12.0M | +$1.2M | 0.2% |
| Erste Asset Management GmbH | 21,517 | +1,917 | $6.3M | +$1.2M | 9.8% |
| US BANCORP \DE\ | 27,464 | +1,316 | $7.9M | +$1.1M | 5.0% |
| Generali Asset Management SPA SGR | 32,806 | +742 | $9.4M | +$1.1M | 2.3% |
| NewEdge Wealth, LLC | 12,960 | +3,041 | $3.7M | +$1.1M | 30.6% |
| Carmel Capital Partners, LLC | 8,612 | +3,270 | $2.5M | +$1.1M | 61.2% |
| DARK FOREST CAPITAL MANAGEMENT LP | 4,781 | +3,658 | $1.4M | +$1.1M | 325.7% |
| Dai-ichi Life Insurance Company, Ltd | 9,419 | +3,000 | $2.7M | +$1.0M | 46.7% |
| Capula Management Ltd | 4,671 | +3,455 | $1.3M | +$1.0M | 284.1% |
| U S GLOBAL INVESTORS INC | 7,500 | +3,100 | $2.2M | +$1.0M | 70.5% |
| Focus Partners Advisor Solutions, LLC | 4,245 | +3,421 | $1.2M | +$1.0M | 415.2% |
| Arkadios Wealth Advisors | 14,884 | +2,175 | $4.3M | +$978.2K | 17.1% |
| Atria Investments, Inc | 23,787 | +1,147 | $6.8M | +$958.9K | 5.1% |
| Caprock Group, LLC | 6,565 | +3,210 | $1.9M | +$958.7K | 95.7% |
| NewEdge Advisors, LLC | 6,392 | +2,947 | $1.8M | +$942.3K | 85.5% |
| Knollwood Investment Advisory, LLC | 30,473 | +275 | $8.8M | +$918.8K | 0.9% |
| Crossmark Global Holdings, Inc. | 13,792 | +1,779 | $4.0M | +$845.4K | 14.8% |
| MML INVESTORS SERVICES, LLC | 23,636 | +709 | $6.8M | +$841.2K | 3.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 29,734 | +9 | $8.5M | +$829.2K | 0.0% |
| Quartz Partners, LLC | 14,377 | +1,609 | $4.1M | +$817.3K | 12.6% |
| Bleakley Financial Group, LLC | 17,234 | +1,268 | $5.0M | +$808.3K | 7.9% |
| BRASADA CAPITAL MANAGEMENT, LP | 17,667 | +794 | $5.2M | +$807.5K | 4.7% |
| Banco Santander, S.A. | 16,882 | +1,136 | $4.8M | +$764.2K | 7.2% |
| Lido Advisors, LLC | 9,237 | +2,608 | $2.5M | +$762.1K | 39.3% |
| Robeco Institutional Asset Management B.V. | 21,926 | +465 | $6.3M | +$730.4K | 2.2% |
| Sequoia Financial Advisors, LLC | 9,413 | +1,707 | $2.7M | +$704.4K | 22.1% |
| Global Retirement Partners, LLC | 3,536 | +2,333 | $1.0M | +$703.6K | 193.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 18,845 | +673 | $5.4M | +$698.7K | 3.7% |
| B. Metzler seel. Sohn & Co. AG | 15,853 | +943 | $4.6M | +$685.5K | 6.3% |
| Carmignac Gestion | 11,045 | +1,442 | $3.2M | +$681.3K | 15.0% |
| MASTERINVEST Kapitalanlage GmbH | 10,137 | +1,412 | $2.9M | +$680.5K | 16.2% |
| SUMMIT SECURITIES GROUP LLC | 4,846 | +1,941 | $1.4M | +$638.3K | 66.8% |
| BROWN BROTHERS HARRIMAN & CO | 3,521 | +2,061 | $1.0M | +$632.6K | 141.2% |
| Merit Financial Group, LLC | 10,706 | +1,237 | $3.1M | +$618.5K | 13.1% |
| Elo Mutual Pension Insurance Co | 21,220 | +94 | $6.1M | +$614.5K | 0.4% |
| Raiffeisen Bank International AG | 2,221 | +2,070 | $645.0K | +$605.4K | 1370.9% |
| DRW Securities, LLC | 3,023 | +1,934 | $867.0K | +$584.4K | 177.6% |
| Baker Avenue Asset Management, LP | 17,321 | +392 | $5.0M | +$583.5K | 2.3% |
| OPPENHEIMER & CO INC | 3,013 | +1,841 | $865.5K | +$561.4K | 157.1% |
| Birch Hill Investment Advisors LLC | 10,807 | +995 | $3.1M | +$558.7K | 10.1% |
| Argent Trust Co | 8,566 | +1,188 | $2.5M | +$546.4K | 16.1% |
| Vestmark Advisory Solutions, Inc. | 6,446 | +1,330 | $1.9M | +$524.3K | 26.0% |
| CHOREO, LLC | 6,898 | +1,137 | $2.0M | +$508.7K | 19.7% |
| TD Waterhouse Canada Inc. | 15,664 | +138 | $4.5M | +$505.3K | 0.9% |
| GAMMA Investing LLC | 7,349 | +1,159 | $2.1M | +$505.1K | 18.7% |
| Campbell & CO Investment Adviser LLC | 5,778 | +1,314 | $1.7M | +$501.6K | 29.4% |
| Machina Capital S.A.S. | 3,617 | +1,526 | $1.0M | +$496.5K | 73.0% |
| CAPTRUST FINANCIAL ADVISORS | 15,736 | +191 | $4.5M | +$487.2K | 1.2% |
| HB Wealth Management, LLC | 11,253 | +593 | $3.2M | +$466.5K | 5.6% |
| INTECH INVESTMENT MANAGEMENT LLC | 7,316 | +1,008 | $2.1M | +$465.0K | 16.0% |
| Vise Technologies, Inc. | 4,606 | +1,277 | $1.3M | +$459.5K | 38.4% |
| MGO ONE SEVEN LLC | 5,395 | +1,153 | $1.5M | +$449.2K | 27.2% |
| Larson Financial Group LLC | 14,872 | +75 | $4.3M | +$433.1K | 0.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,972 | +867 | $2.0M | +$418.8K | 14.2% |
| FIFTH THIRD BANCORP | 12,536 | +270 | $3.6M | +$418.7K | 2.2% |
| Aaron Wealth Advisors LLC | 2,292 | +1,345 | $658.4K | +$412.7K | 142.0% |
| Turtle Creek Wealth Advisors, LLC | 3,150 | +1,219 | $904.8K | +$403.9K | 63.1% |
| Norinchukin Bank, The | 11,551 | +276 | $3.3M | +$392.8K | 2.4% |
| Concurrent Investment Advisors, LLC | 4,117 | +1,068 | $1.2M | +$391.6K | 35.0% |
| Marks Group Wealth Management, Inc | 3,935 | +1,086 | $1.1M | +$391.2K | 38.1% |
| Orion Porfolio Solutions, LLC | 7,928 | +563 | $2.3M | +$366.6K | 7.6% |
| Ballentine Partners, LLC | 5,929 | +773 | $1.7M | +$365.4K | 15.0% |
| Meeder Advisory Services, Inc. | 7,769 | +518 | $2.2M | +$350.4K | 7.1% |
| Diversified Trust Co | 6,141 | +686 | $1.8M | +$348.8K | 12.6% |
| Krilogy Financial LLC | 3,401 | +808 | $1.0M | +$324.8K | 31.2% |
| KINGSWOOD WEALTH ADVISORS, LLC | 1,914 | +1,031 | $549.8K | +$320.7K | 116.8% |
| First Bank & Trust | 10,364 | +112 | $3.0M | +$317.3K | 1.1% |
| Kestra Advisory Services, LLC | 4,897 | +685 | $1.4M | +$313.9K | 16.3% |
| STEPHENS INC /AR/ | 6,251 | +499 | $1.8M | +$303.3K | 8.7% |
| Everhart Financial Group, Inc. | 4,514 | +661 | $1.3M | +$297.0K | 17.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 9,471 | +366 | $2.7M | +$295.5K | 4.0% |
| SIGNATUREFD, LLC | 8,568 | +201 | $2.5M | +$290.4K | 2.4% |
| GREENLEAF TRUST | 9,880 | +45 | $2.8M | +$286.4K | 0.5% |
| Wealthspire Advisors, LLC | 1,372 | +943 | $394.1K | +$282.8K | 219.8% |
| Horizon Investments, LLC | 7,271 | +261 | $2.1M | +$269.9K | 3.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5,092,347 | +475,896 | $1.5M | +$265.1K | 10.3% |
| Clearstead Advisors, LLC | 2,807 | +702 | $806.2K | +$260.2K | 33.3% |
| Compound Planning, Inc. | 2,637 | +703 | $757.5K | +$255.7K | 36.3% |
| Golden State Equity Partners | 2,407 | +697 | $691.4K | +$247.8K | 40.8% |
| BRIDGES INVESTMENT MANAGEMENT INC | 2,394 | +682 | $687.7K | +$243.5K | 39.8% |
| GREAT LAKES ADVISORS, LLC | 6,873 | +177 | $2.0M | +$237.1K | 2.6% |
| QUADRANT CAPITAL GROUP LLC | 6,641 | +141 | $1.9M | +$221.3K | 2.2% |
| BENJAMIN EDWARDS INC | 3,410 | +460 | $979.4K | +$214.2K | 15.6% |
| Valeo Financial Advisors, LLC | 2,206 | +566 | $633.6K | +$208.2K | 34.5% |
| Smartleaf Asset Management LLC | 3,726 | +385 | $1.1M | +$205.9K | 11.5% |
| Robertson Stephens Wealth Management, LLC | 4,491 | +299 | $1.3M | +$202.5K | 7.1% |
| AGP FRANKLIN, LLC | 1,678 | +594 | $482.0K | +$200.8K | 54.8% |
| Carolina Wealth Advisors, LLC | 5,833 | +130 | $1.7M | +$195.9K | 2.3% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,834 | +343 | $1.1M | +$195.4K | 9.8% |
| DAVENPORT & Co LLC | 2,345 | +494 | $673.6K | +$193.4K | 26.7% |
| JOURNEY STRATEGIC WEALTH LLC | 1,394 | +584 | $400.5K | +$190.3K | 72.1% |
| VIRTUS ADVISERS, LLC | 788 | +750 | $195.1K | +$185.2K | 1973.7% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,809 | +197 | $1.4M | +$184.7K | 4.3% |
| Apollon Wealth Management, LLC | 2,419 | +440 | $694.8K | +$181.4K | 22.2% |
| Private Advisor Group, LLC | 3,967 | +272 | $1.1M | +$180.9K | 7.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3,042 | +364 | $873.8K | +$179.0K | 13.6% |
| Palumbo Wealth Management LLC | 3,655 | +40 | $1.0M | +$177.7K | 1.1% |
| Independent Advisor Alliance | 3,219 | +339 | $924.7K | +$177.5K | 11.8% |
| Linden Thomas Advisory Services, LLC | 4,640 | +180 | $1.3M | +$175.7K | 4.0% |
| RITHOLTZ WEALTH MANAGEMENT | 1,909 | +467 | $548.3K | +$174.2K | 32.4% |
| Advyzon Investment Management, LLC | 1,407 | +516 | $404.2K | +$173.0K | 57.9% |
| SYON CAPITAL LLC | 3,225 | +301 | $926.4K | +$167.8K | 10.3% |
| Kepler Cheuvreux (Suisse) SA | 5,857 | +14 | $1.7M | +$166.5K | 0.2% |
| HBK Sorce Advisory LLC | 2,773 | +93 | $871.8K | +$161.3K | 3.5% |
| Ascent Group, LLC | 5,620 | +5 | $1.6M | +$157.5K | 0.1% |
| Ashton Thomas Private Wealth, LLC | 4,574 | +114 | $1.3M | +$156.8K | 2.5% |
| Waverly Advisors, LLC | 2,790 | +298 | $801.4K | +$154.9K | 11.9% |
| Portfolio Design Labs, LLC | 4,544 | +107 | $1.3M | +$154.1K | 2.4% |
| Wedmont Private Capital | 3,587 | +95 | $1.1M | +$149.6K | 2.7% |
| JONES FINANCIAL COMPANIES LLLP | 4,515 | +125 | $1.3M | +$148.4K | 2.8% |
| Optas, LLC | 4,215 | +110 | $1.2M | +$145.8K | 2.7% |
| CWA Asset Management Group, LLC | 1,341 | +380 | $385.2K | +$135.9K | 39.5% |
| INSIGNEO ADVISORY SERVICES, LLC | 2,385 | +264 | $685.1K | +$134.8K | 12.4% |
| Integrated Wealth Concepts LLC | 1,462 | +355 | $419.9K | +$132.8K | 32.1% |
| SEEDS INVESTOR LLC | 3,729 | +94 | $1.1M | +$128.1K | 2.6% |
| T. Rowe Price Investment Management, Inc. | 4,539,510 | +4,266 | $1.3M | +$127.4K | 0.1% |
| PERSONAL CFO SOLUTIONS, LLC | 1,377 | +342 | $395.6K | +$127.0K | 33.0% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1,153 | +365 | $331.2K | +$126.8K | 46.3% |
| OneDigital Investment Advisors LLC | 2,983 | +133 | $856.8K | +$117.5K | 4.7% |
| FIRST HORIZON CORP | 1,196 | +318 | $343.6K | +$115.8K | 36.2% |
| State of Wyoming | 1,267 | +303 | $363.9K | +$113.8K | 31.4% |
| Snowden Capital Advisors LLC | 3,162 | +99 | $908.3K | +$113.6K | 3.2% |
| VALLEY WEALTH MANAGERS, INC. | 2,882 | +127 | $827.9K | +$113.1K | 4.6% |
| Colonial River Investments, LLC | 2,460 | +172 | $706.5K | +$112.9K | 7.5% |
| Dorsey & Whitney Trust CO LLC | 3,180 | +76 | $913.5K | +$108.2K | 2.4% |
| MAI Capital Management | 2,140 | +187 | $614.7K | +$108.0K | 9.6% |
| Legacy Capital Group California, Inc. | 3,116 | +81 | $895.1K | +$107.7K | 2.7% |
| IAMS WEALTH MANAGEMENT, LLC | 1,203 | +280 | $345.6K | +$106.1K | 30.3% |
| NorthCrest Asset Manangement, LLC | 3,487 | +42 | $996.4K | +$105.5K | 1.2% |
| Parallel Advisors, LLC | 3,136 | +63 | $900.9K | +$103.7K | 2.0% |
| United Asset Strategies, Inc. | 3,277 | +41 | $941.3K | +$101.8K | 1.3% |
| Impact Capital Partners LLC | 1,421 | +235 | $408.2K | +$100.5K | 19.8% |
| Allianz SE | 3,190 | +40 | $916.3K | +$99.1K | 1.3% |
| Blue Trust, Inc. | 1,715 | +191 | $492.6K | +$97.2K | 12.5% |
| Icon Wealth Advisors, LLC | 1,817 | +166 | $521.9K | +$93.6K | 10.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 2,146 | +124 | $616.3K | +$91.8K | 6.1% |
| Nilsine Partners, LLC | 1,702 | +171 | $488.9K | +$91.7K | 11.2% |
| Munich Reinsurance Co Stock Corp in Munich | 748 | +257 | $217.2K | +$89.9K | 52.3% |
| CreativeOne Wealth, LLC | 1,831 | +138 | $526.0K | +$86.7K | 8.2% |
| Eaton Financial Holdings Company, LLC | 2,782 | +34 | $799.1K | +$86.2K | 1.2% |
| Fisher Asset Management, LLC | 1,181 | +200 | $339.4K | +$84.9K | 20.4% |
| Western Wealth Management, LLC | 2,464 | +60 | $707.7K | +$83.9K | 2.5% |
| Aptus Capital Advisors, LLC | 2,119 | +82 | $608.7K | +$80.2K | 4.0% |
| Golden State Wealth Management, LLC | 2,507 | +40 | $720.3K | +$80.1K | 1.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,599 | +23 | $746.5K | +$78.2K | 0.9% |
| AA Financial Advisors, LLC | 1,514 | +137 | $434.9K | +$77.6K | 9.9% |
| Gryphon Financial Partners LLC | 1,315 | +148 | $377.7K | +$75.0K | 12.7% |
| SUMITOMO LIFE INSURANCE CO | 2,388 | +27 | $686.0K | +$73.4K | 1.1% |
| J.W. COLE ADVISORS, INC. | 1,838 | +86 | $527.4K | +$72.9K | 4.9% |
| Abel Hall, LLC | 1,147 | +153 | $329.5K | +$71.6K | 15.4% |
| CERTUITY, LLC | 1,625 | +97 | $466.9K | +$70.5K | 6.3% |
| Parkside Financial Bank & Trust | 900 | +175 | $258.5K | +$70.4K | 24.1% |
| Optimize Financial Inc | 2,218 | +28 | $637.1K | +$68.9K | 1.3% |
| SG Americas Securities, LLC | 320,375 | +230,117 | $92.0K | +$68.6K | 254.9% |
| Klingman & Associates, LLC | 1,593 | +93 | $457.6K | +$68.4K | 6.2% |
| Wealthcare Advisory Partners LLC | 1,265 | +128 | $363.4K | +$68.4K | 11.3% |
| HARBOR INVESTMENT ADVISORY, LLC | 686 | +184 | $197.1K | +$66.8K | 36.6% |
| Pinnacle Wealth Planning Services, Inc. | 2,270 | +14 | $652.1K | +$66.8K | 0.6% |
| Founders Financial Alliance, LLC | 1,144 | +133 | $328.6K | +$66.4K | 13.2% |
| Secure Asset Management, LLC | 2,090 | +5 | $600.4K | +$65.0K | 0.2% |
| DRIVE WEALTH MANAGEMENT, LLC | 1,415 | +92 | $406.3K | +$63.2K | 7.0% |
| Glenview Trust co | 2,169 | +6 | $623.0K | +$61.9K | 0.3% |
| Alteri Wealth LLC | 1,493 | +75 | $429.0K | +$61.0K | 5.3% |
| Fulton Bank, N.A. | 1,987 | +22 | $570.8K | +$61.0K | 1.1% |
| a16z Perennial Management, L.P. | 1,356 | +88 | $389.5K | +$60.5K | 6.9% |
| INTEGRITY ALLIANCE, LLC. | 1,166 | +108 | $334.9K | +$60.4K | 10.2% |
| ANGELES WEALTH MANAGEMENT, LLC | 1,397 | +82 | $401.3K | +$60.1K | 6.2% |
| ARISTEIA CAPITAL, L.L.C. | 1,409 | +79 | $404.7K | +$59.7K | 5.9% |
| WADDELL & ASSOCIATES, LLC | 1,800 | +32 | $517.0K | +$58.4K | 1.8% |
| Legacy Financial Advisors, Inc. | 1,266 | +88 | $363.8K | +$58.2K | 7.5% |
| FSM Wealth Advisors, LLC | 1,570 | +47 | $451.1K | +$55.9K | 3.1% |
| Resonant Capital Advisors, LLC | 1,071 | +99 | $307.6K | +$55.5K | 10.2% |
| CATALYST FINANCIAL PARTNERS LLC | 1,294 | +68 | $371.7K | +$53.6K | 5.5% |
| Forum Financial Management, LP | 1,876 | +5 | $538.9K | +$53.5K | 0.3% |
| Trust Co of the South | 1,237 | +73 | $355.3K | +$53.3K | 6.3% |
| Kestra Investment Management, LLC | 1,014 | +94 | $291.3K | +$52.6K | 10.2% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 188 | +182 | $54.0K | +$52.4K | 3033.3% |
| Summit Financial, LLC | 1,152 | +76 | $330.9K | +$51.8K | 7.1% |
| ROMAN BUTLER FULLERTON & CO | 1,050 | +50 | $310.7K | +$50.3K | 5.0% |
| Souders Financial Advisors | 1,024 | +84 | $294.1K | +$50.3K | 8.9% |
| Institute for Wealth Management, LLC. | 1,735 | +4 | $498.4K | +$49.3K | 0.2% |
| L2 Asset Management, LLC | 1,149 | +65 | $330.1K | +$48.8K | 6.0% |
| World Investment Advisors | 1,220 | +275 | $293.5K | +$48.4K | 29.1% |
| Moss Adams Wealth Advisors LLC | 1,330 | +36 | $382.0K | +$46.3K | 2.8% |
| Relyea Zuckerberg Hanson LLC | 1,442 | +12 | $414.2K | +$43.2K | 0.8% |
| Equitable Holdings, Inc. | 1,055 | +51 | $303.0K | +$42.6K | 5.1% |
| Howard Capital Management Inc. | 1,460 | +7 | $419.4K | +$42.4K | 0.5% |
| Chicago Partners Investment Group LLC | 940 | +25 | $280.2K | +$41.5K | 2.7% |
| Haverford Trust Co | 1,396 | +2 | $401.0K | +$39.3K | 0.1% |
| Quent Capital, LLC | 1,000 | +37 | $287.3K | +$37.4K | 3.8% |
| Quotient Wealth Partners, LLC | 1,033 | +31 | $296.8K | +$36.8K | 3.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 504 | +80 | $144.8K | +$34.8K | 18.9% |
| PFG Investments, LLC | 889 | +27 | $255.4K | +$31.7K | 3.1% |
| Geneos Wealth Management Inc. | 199 | +93 | $57.2K | +$29.7K | 87.7% |
| Root Financial Partners, LLC | 424 | +68 | $121.8K | +$29.4K | 19.1% |
| CYBER HORNET ETFs LLC | 720 | +32 | $206.8K | +$28.3K | 4.7% |
| Spire Wealth Management | 913 | +2 | $262.2K | +$25.9K | 0.2% |
| Permanent Capital Management, LP | 893 | +3 | $256.5K | +$25.6K | 0.3% |
| Koshinski Asset Management, Inc. | 789 | +13 | $226.6K | +$25.3K | 1.7% |
| CVA Family Office, LLC | 487 | +44 | $139.9K | +$25.0K | 9.9% |
| Canvas Wealth Advisors, LLC | 839 | +3 | $241.0K | +$25.0K | 0.3% |
| Versant Capital Management, Inc | 407 | +52 | $116.9K | +$24.8K | 14.6% |
| Physician Wealth Advisors, Inc. | 167 | +76 | $48.0K | +$24.4K | 83.5% |
| LRI Investments, LLC | 223 | +53 | $64.0K | +$19.9K | 31.2% |
| Prestige Wealth Management Group LLC | 90 | +75 | $21.7K | +$17.8K | 500.0% |
| Sound Income Strategies, LLC | 60 | +57 | $18.1K | +$17.3K | 1900.0% |
| Financial Management Professionals, Inc. | 477 | +15 | $137.0K | +$17.2K | 3.2% |
| NBC SECURITIES, INC. | 439 | +14 | $126.3K | +$15.9K | 3.3% |
| Rakuten Securities, Inc. | 71 | +51 | $20.4K | +$15.2K | 255.0% |
| ORG Partners LLC | 282 | +25 | $81.0K | +$14.3K | 9.7% |
| E Fund Management (Hong Kong) Co., Ltd. | 48 | +46 | $14.5K | +$14.0K | 2300.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 345,312 | +16,572 | $99.2K | +$13.9K | 5.0% |
| Washington Trust Advisors, Inc. | 220 | +29 | $63.2K | +$13.6K | 15.2% |
| Bell Investment Advisors, Inc | 126 | +37 | $36.2K | +$13.1K | 41.6% |
| True Wealth Design, LLC | 250 | +17 | $71.8K | +$11.4K | 7.3% |
| PRIVATE TRUST CO NA | 287 | +9 | $82.4K | +$10.3K | 3.2% |
| Dunhill Financial, LLC | 55 | +34 | $15.8K | +$10.3K | 161.9% |
| JFS WEALTH ADVISORS, LLC | 103 | +27 | $29.6K | +$9.9K | 35.5% |
| Transamerica Financial Advisors, LLC | 63 | +30 | $18.1K | +$9.5K | 90.9% |
| SJS Investment Consulting Inc. | 223 | +9 | $64.2K | +$8.6K | 4.2% |
| Rossby Financial, LCC | 50 | +27 | $14.4K | +$8.5K | 117.4% |
| North Star Investment Management Corp. | 111 | +20 | $31.9K | +$8.3K | 22.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 125 | +17 | $35.9K | +$7.9K | 15.7% |
| MCF Advisors LLC | 38 | +25 | $10.9K | +$7.5K | 192.3% |
| Independence Bank of Kentucky | 139 | +14 | $39.9K | +$7.5K | 11.2% |
| Cullen/Frost Bankers, Inc. | 109 | +13 | $31.3K | +$6.4K | 13.5% |
| Turning Point Benefit Group, Inc. | 51 | +18 | $14.6K | +$6.2K | 54.5% |
| HIGHLINE WEALTH PARTNERS LLC | 34 | +19 | $9.8K | +$5.9K | 126.7% |
| Cornerstone Planning Group LLC | 62 | +12 | $18.4K | +$5.4K | 24.0% |
| WINNOW WEALTH LLC | 26 | +17 | $7.5K | +$5.1K | 188.9% |
| Signature Resources Capital Management, LLC | 32 | +16 | $9.2K | +$5.0K | 100.0% |
| Wilmington Savings Fund Society, FSB | 129 | +3 | $37.1K | +$4.4K | 2.4% |
| Battery Global Advisors, LLC | 598 | +476 | $27.6K | -$4.1K | 390.2% |
| High Note Wealth, LLC | 16 | +14 | $4.6K | +$4.1K | 700.0% |
| SouthState Corp | 34 | +12 | $9.8K | +$4.1K | 54.5% |
| Nemes Rush Group LLC | 24 | +13 | $6.9K | +$4.0K | 118.2% |
| Mn Services Vermogensbeheer B.V. | 93,209 | +2,628 | $26.8K | +$3.3K | 2.9% |
| Employees Retirement System of Texas | 12,316 | +9,800 | $3.5K | +$2.9K | 389.5% |
| Wealth Watch Advisors, INC | 33 | +7 | $9.5K | +$2.7K | 26.9% |
| Bay Harbor Wealth Management, LLC | 22 | +8 | $6.3K | +$2.7K | 57.1% |
| EASTERN BANK | 73 | +1 | $21.0K | +$2.3K | 1.4% |
| Dogwood Wealth Management LLC | 25 | +6 | $7.2K | +$2.3K | 31.6% |
| Fortitude Family Office, LLC | 59 | +1 | $16.9K | +$1.9K | 1.7% |
| AdvisorNet Financial, Inc | 21 | +5 | $6.0K | +$1.9K | 31.3% |
| Abound Wealth Management | 37 | +3 | $10.5K | +$1.6K | 8.8% |
| Smallwood Wealth Investment Management, LLC | 10 | +5 | $2.9K | +$1.6K | 100.0% |
| Colonial Trust Co / SC | 8 | +5 | $2.3K | +$1.5K | 166.7% |
| Crewe Advisors LLC | 13 | +4 | $3.7K | +$1.4K | 44.4% |
| Aspect Partners, LLC | 11 | +4 | $3.2K | +$1.3K | 57.1% |
| Daiwa Securities Group Inc. | 40,455 | +258 | $11.6K | +$1.2K | 0.6% |
| American Capital Advisory, LLC | 14 | +3 | $4.0K | +$1.2K | 27.3% |
| ACADIAN ASSET MANAGEMENT LLC | 3,985 | +3,125 | $1.1K | +$921 | 363.4% |
| Davis Capital Management | 5 | +3 | $1.4K | +$917 | 150.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 16,808 | +1,528 | $4.8K | +$864 | 10.0% |
| Janney Montgomery Scott LLC | 15,519 | +1,365 | $4.5K | +$786 | 9.6% |
| Darwin Wealth Management, LLC | 14 | +1 | $4.0K | +$649 | 7.7% |
| NVWM, LLC | 11 | +1 | $3.2K | +$566 | 10.0% |
| Rialto Wealth Management, LLC | 11 | +1 | $3.2K | +$565 | 10.0% |
| Quaker Wealth Management, LLC | 7 | +1 | $2.0K | +$454 | 16.7% |
| Triumph Capital Management | 6 | +1 | $1.7K | +$427 | 20.0% |
| Harel Insurance Investments & Financial Services Ltd. | 1,875 | +1,194 | $539 | +$363 | 175.3% |
| Harvest Fund Management Co., Ltd | 1,271 | +522 | $365 | +$171 | 69.7% |
| HANTZ FINANCIAL SERVICES, INC. | 818 | +424 | $235 | +$133 | 107.6% |
| GW&K Investment Management, LLC | 557 | +168 | $160 | +$59 | 43.2% |
| WEDBUSH SECURITIES INC | 949 | +91 | $273 | +$50 | 10.6% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 380 | +2 | $109 | +$11 | 0.5% |
| Smithfield Trust Co | 99 | +19 | $29 | +$8 | 23.8% |