13F QoQ Ownership Changes
HUBB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 117 new · 344 added · 447 reduced · 88 exited
New Positions(117)
Added To(344)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 2,514,632 | +1,468,701 | $1.12B | +$666.7M | 140.4% |
| Boston Partners | 1,015,118 | +278,649 | $452.7M | +$136.2M | 37.8% |
| VANGUARD GROUP INC | 6,609,614 | +3,603 | $2.94B | +$92.8M | 0.1% |
| FIRST TRUST ADVISORS LP | 562,820 | +145,909 | $250.0M | +$70.6M | 35.0% |
| STATE STREET CORP | 2,302,567 | +40,623 | $1.02B | +$49.3M | 1.8% |
| AMERICAN CENTURY COMPANIES INC | 181,282 | +98,221 | $80.5M | +$44.8M | 118.3% |
| UBS Group AG | 292,730 | +78,437 | $130.0M | +$37.8M | 36.6% |
| National Pension Service | 85,550 | +83,725 | $38.0M | +$37.2M | 4587.7% |
| FRANKLIN RESOURCES INC | 400,621 | +55,485 | $177.9M | +$29.4M | 16.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 78,802 | +57,993 | $35.0M | +$26.0M | 278.7% |
| PARNASSUS INVESTMENTS, LLC | 194,948 | +54,263 | $86.6M | +$26.0M | 38.6% |
| Amundi | 453,180 | +34,138 | $201.3M | +$25.6M | 8.1% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 81,063 | +55,630 | $36.0M | +$25.1M | 218.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,376,000 | +10,898 | $608.7M | +$23.7M | 0.8% |
| SCOPUS ASSET MANAGEMENT, L.P. | 112,936 | +51,107 | $50.2M | +$23.6M | 82.7% |
| DIMENSIONAL FUND ADVISORS LP | 507,749 | +31,189 | $225.5M | +$20.4M | 6.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 295,588 | +37,490 | $131.3M | +$20.2M | 14.5% |
| DEUTSCHE BANK AG\ | 1,142,410 | +9,202 | $507.4M | +$19.7M | 0.8% |
| Fiera Capital Corp | 159,850 | +40,161 | $71.0M | +$19.5M | 33.5% |
| MOORE CAPITAL MANAGEMENT, LP | 67,900 | +33,950 | $30.2M | +$15.5M | 100.0% |
| Walleye Capital LLC | 59,396 | +32,038 | $26.4M | +$14.6M | 117.1% |
| GOLDMAN SACHS GROUP INC | 420,072 | +18,178 | $186.6M | +$13.6M | 4.5% |
| Man Group plc | 28,848 | +25,634 | $12.8M | +$11.4M | 797.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 387,780 | +10,581 | $172.2M | +$9.9M | 2.8% |
| Nuveen, LLC | 640,182 | +2,293 | $284.3M | +$9.8M | 0.3% |
| NATIONAL BANK OF CANADA /FI/ | 34,576 | +20,701 | $15.4M | +$9.4M | 149.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 71,768 | +16,002 | $31.9M | +$7.9M | 28.7% |
| Erste Asset Management GmbH | 39,659 | +15,725 | $17.9M | +$7.7M | 65.7% |
| RAYMOND JAMES FINANCIAL INC | 145,817 | +12,178 | $64.8M | +$7.3M | 9.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 15,051 | +9,544 | $9.4M | +$7.1M | 173.3% |
| JANUS HENDERSON GROUP PLC | 245,485 | +7,805 | $109.1M | +$6.7M | 3.3% |
| Gotham Asset Management, LLC | 74,636 | +13,143 | $33.1M | +$6.7M | 21.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 327,995 | +4,957 | $145.7M | +$6.7M | 1.5% |
| CITIGROUP INC | 54,836 | +12,731 | $24.4M | +$6.2M | 30.2% |
| PRINCIPAL FINANCIAL GROUP INC | 205,775 | +7,100 | $91.4M | +$5.9M | 3.6% |
| BNP PARIBAS FINANCIAL MARKETS | 99,874 | +10,139 | $44.4M | +$5.7M | 11.3% |
| AVIVA PLC | 204,493 | +6,113 | $90.8M | +$5.5M | 3.1% |
| IFM Investors Pty Ltd | 12,650 | +123 | $5.6K | -$5.3M | 1.0% |
| NEOS Investment Management LLC | 25,466 | +11,340 | $11.3M | +$5.2M | 80.3% |
| TEMA ETFS LLC | 24,725 | +11,340 | $11.0M | +$5.2M | 84.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 326,585 | +1,621 | $145.0M | +$5.2M | 0.5% |
| NORDEA INVESTMENT MANAGEMENT AB | 206,382 | +2,983 | $92.4M | +$5.0M | 1.5% |
| Russell Investments Group, Ltd. | 86,882 | +8,300 | $38.6M | +$4.8M | 10.6% |
| BARCLAYS PLC | 117,744 | +16,791 | $48.1M | +$4.6M | 16.6% |
| WELLS FARGO & COMPANY/MN | 146,782 | +5,753 | $65.2M | +$4.5M | 4.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 126,599 | +6,332 | $56.2M | +$4.5M | 5.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 110,880 | +1,848 | $51.3M | +$4.4M | 1.7% |
| Curi Capital, LLC | 56,119 | +7,979 | $24.9M | +$4.2M | 16.6% |
| BRADLEY FOSTER & SARGENT INC/CT | 53,928 | +7,195 | $23.9M | +$3.8M | 15.4% |
| Vontobel Holding Ltd. | 115,460 | +5,096 | $51.3M | +$3.8M | 4.6% |
| SALEM INVESTMENT COUNSELORS INC | 16,690 | +7,546 | $7.4M | +$3.5M | 82.5% |
| California Public Employees Retirement System | 103,152 | +4,565 | $45.8M | +$3.4M | 4.6% |
| NATIXIS | 11,646 | +7,460 | $5.2M | +$3.4M | 178.2% |
| Quantinno Capital Management LP | 32,842 | +6,767 | $14.6M | +$3.4M | 25.9% |
| Smith Group Asset Management, LLC | 80,120 | +5,234 | $35.6M | +$3.4M | 7.0% |
| Tidal Investments LLC | 17,815 | +7,168 | $7.9M | +$3.3M | 67.3% |
| TORONTO DOMINION BANK | 26,399 | +6,800 | $11.7M | +$3.3M | 34.7% |
| BOURGEON CAPITAL MANAGEMENT LLC | 39,090 | +6,344 | $17.4M | +$3.3M | 19.4% |
| ALLIANCEBERNSTEIN L.P. | 106,144 | +3,902 | $47.1M | +$3.1M | 3.8% |
| DANSKE BANK A/S | 67,950 | +4,872 | $30.2M | +$3.0M | 7.7% |
| LPL Financial LLC | 31,992 | +5,763 | $14.2M | +$2.9M | 22.0% |
| St. James Investment Company, LLC | 22,846 | +5,724 | $10.1M | +$2.8M | 33.4% |
| CIBC Asset Management Inc | 12,629 | +5,198 | $5.6M | +$2.4M | 70.0% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 26,009 | +4,052 | $11.6M | +$2.1M | 18.4% |
| Vinva Investment Management Ltd | 9,294 | +4,453 | $4.2M | +$2.1M | 92.0% |
| Verition Fund Management LLC | 10,741 | +4,501 | $4.8M | +$2.1M | 72.1% |
| RBF Capital, LLC | 9,000 | +4,500 | $4.0M | +$2.1M | 100.0% |
| Perigon Wealth Management, LLC | 16,600 | +4,060 | $7.4M | +$2.0M | 32.4% |
| Creative Planning | 12,367 | +4,189 | $5.5M | +$2.0M | 51.2% |
| Kestra Advisory Services, LLC | 5,808 | +4,135 | $2.6M | +$1.9M | 247.2% |
| Lighthouse Investment Partners, LLC | 10,832 | +3,822 | $4.8M | +$1.8M | 54.5% |
| EADS & HEALD WEALTH MANAGEMENT | 3,980 | +390 | $1.8M | +$1.8M | 10.9% |
| Stephens Investment Management Group LLC | 114,255 | +433 | $50.7M | +$1.8M | 0.4% |
| Sterling Wealth Management, Inc. | 18,090 | +3,500 | $8.0M | +$1.8M | 24.0% |
| Banque Cantonale Vaudoise | 3,669 | +284 | $1.6M | +$1.6M | 8.4% |
| Avanza Fonder AB | 9,229 | +3,458 | $4.1M | +$1.6M | 59.9% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 40,126 | +2,454 | $17.8M | +$1.6M | 6.5% |
| NewEdge Advisors, LLC | 3,699 | +3,482 | $1.6M | +$1.5M | 1604.6% |
| RWC Asset Management LLP | 33,235 | +2,479 | $14.8M | +$1.5M | 8.1% |
| CHILTON INVESTMENT CO INC. | 9,531 | +3,083 | $4.2M | +$1.5M | 47.8% |
| Suncoast Equity Management | 6,456 | +3,140 | $2.9M | +$1.4M | 94.7% |
| BANK OF MONTREAL /CAN/ | 57,444 | +1,477 | $25.5M | +$1.4M | 2.6% |
| BANK OF NOVA SCOTIA | 8,313 | +2,823 | $3.7M | +$1.3M | 51.4% |
| DNB Asset Management AS | 38,865 | +1,832 | $17.3M | +$1.3M | 4.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,947 | +836 | $5.9M | +$1.3M | 7.5% |
| NBC SECURITIES, INC. | 3,019 | +2,815 | $1.3M | +$1.3M | 1379.9% |
| CAPTRUST FINANCIAL ADVISORS | 11,873 | +2,323 | $5.3M | +$1.2M | 24.3% |
| Empowered Funds, LLC | 18,319 | +2,097 | $8.1M | +$1.2M | 12.9% |
| M&T Bank Corp | 27,215 | +1,777 | $12.1M | +$1.1M | 7.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 66,791 | +500 | $29.7M | +$1.1M | 0.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 6,918 | +2,289 | $3.1M | +$1.1M | 49.4% |
| NorthCrest Asset Manangement, LLC | 15,350 | +587 | $7.1M | +$1.0M | 4.0% |
| VALLEY WEALTH MANAGERS, INC. | 56,451 | +559 | $25.1M | +$1.0M | 1.0% |
| Willis Investment Counsel | 27,527 | +1,479 | $12.2M | +$1.0M | 5.7% |
| Brooklyn Investment Group | 2,732 | +2,189 | $1.2M | +$999.2K | 403.1% |
| Itau Unibanco Holding S.A. | 2,231 | +2,217 | $990.8K | +$984.8K | 15835.7% |
| Mirae Asset Global Investments Co., Ltd. | 11,995 | +1,826 | $5.3M | +$951.3K | 17.9% |
| Atria Investments, Inc | 4,706 | +2,048 | $2.1M | +$946.4K | 77.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 43,932 | +769 | $19.5M | +$937.2K | 1.8% |
| US BANCORP \DE\ | 26,439 | +1,318 | $11.7M | +$932.0K | 5.2% |
| NOMURA ASSET MANAGEMENT CO LTD | 60,997 | +174 | $27.1M | +$916.6K | 0.3% |
| UMB Bank, n.a. | 2,380 | +2,008 | $1.1M | +$896.9K | 539.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 9,415 | +1,744 | $4.2M | +$880.4K | 22.7% |
| Mariner, LLC | 14,778 | +1,513 | $6.6M | +$856.7K | 11.4% |
| Mediolanum International Funds Ltd | 7,665 | +1,635 | $3.4M | +$851.8K | 27.1% |
| ALLSTATE CORP | 3,646 | +1,861 | $1.6M | +$851.1K | 104.3% |
| SailingStone Capital Partners LLC | 12,010 | +1,520 | $5.3M | +$819.8K | 14.5% |
| Bridgewater Associates, LP | 11,824 | +1,505 | $5.3M | +$810.8K | 14.6% |
| TRUIST FINANCIAL CORP | 18,535 | +1,196 | $8.2M | +$770.6K | 6.9% |
| Squarepoint Ops LLC | 4,316 | +1,626 | $1.9M | +$759.2K | 60.4% |
| Tredje AP-fonden | 7,139 | +1,522 | $3.2M | +$753.5K | 27.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 17,480 | +1,087 | $7.8M | +$709.0K | 6.6% |
| Asset Management One Co., Ltd. | 23,142 | +431 | $10.4M | +$670.7K | 1.9% |
| B. Metzler seel. Sohn & Co. AG | 8,779 | +1,249 | $3.9M | +$658.6K | 16.6% |
| ABN AMRO INVESTMENT SOLUTIONS | 15,700 | +909 | $7.0M | +$607.8K | 6.1% |
| ODDO BHF ASSET MANAGEMENT SAS | 4,453 | +1,236 | $2.0M | +$593.3K | 38.4% |
| Nordwand Advisors, LLC | 14,049 | +920 | $6.2M | +$589.8K | 7.0% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 31,241 | +308 | $13.9M | +$563.7K | 1.0% |
| ADVISORY RESEARCH INC | 23,460 | +551 | $10.4M | +$560.9K | 2.4% |
| LOGAN CAPITAL MANAGEMENT INC | 29,484 | +326 | $13.1M | +$546.9K | 1.1% |
| Callan Family Office, LLC | 2,234 | +1,169 | $992.1K | +$533.9K | 109.8% |
| MUFG Securities EMEA plc | 2,181 | +1,164 | $968.6K | +$531.0K | 114.5% |
| MACQUARIE GROUP LTD | 4,954 | +1,047 | $2.2M | +$518.9K | 26.8% |
| STABLEFORD CAPITAL II LLC | 4,173 | +1,070 | $1.9M | +$518.0K | 34.5% |
| Sequoia Financial Advisors, LLC | 31,275 | +199 | $13.9M | +$517.1K | 0.6% |
| Caprock Group, LLC | 4,273 | +1,081 | $1.9M | +$515.4K | 33.9% |
| Investment Management Corp of Ontario | 3,569 | +1,082 | $1.6M | +$514.8K | 43.5% |
| AQR CAPITAL MANAGEMENT LLC | 20,085 | +336 | $8.9M | +$497.7K | 1.7% |
| DDD Partners, LLC | 33,390 | +80 | $14.8M | +$495.2K | 0.2% |
| Federation des caisses Desjardins du Quebec | 11,529 | +755 | $5.1M | +$484.0K | 7.0% |
| ProShare Advisors LLC | 11,423 | +743 | $5.1M | +$477.4K | 7.0% |
| Venture Visionary Partners LLC | 17,434 | +546 | $7.7M | +$475.5K | 3.2% |
| Cetera Investment Advisers | 11,564 | +714 | $5.1M | +$466.1K | 6.6% |
| Vanguard Personalized Indexing Management, LLC | 10,818 | +737 | $4.8M | +$465.9K | 7.3% |
| Rockefeller Capital Management L.P. | 5,911 | +800 | $2.6M | +$425.6K | 15.7% |
| Czech National Bank | 14,012 | +515 | $6.2M | +$415.0K | 3.8% |
| OSTRUM ASSET MANAGEMENT | 8,889 | +645 | $3.9M | +$400.2K | 7.8% |
| &PARTNERS | 3,382 | +808 | $1.5M | +$394.5K | 31.4% |
| Occidental Asset Management, LLC | 12,707 | +482 | $5.6M | +$382.8K | 3.9% |
| QRG CAPITAL MANAGEMENT, INC. | 3,439 | +775 | $1.5M | +$381.0K | 29.1% |
| Pacer Advisors, Inc. | 5,001 | +695 | $2.2M | +$368.1K | 16.1% |
| Dynasty Wealth Management, LLC | 2,054 | +785 | $912.4K | +$366.5K | 61.9% |
| XPONANCE, INC. | 8,987 | +562 | $4.0M | +$365.9K | 6.7% |
| Security National Bank | 11,053 | +458 | $4.9M | +$349.6K | 4.3% |
| SIMON QUICK ADVISORS, LLC | 23,596 | +28 | $10.5M | +$337.8K | 0.1% |
| Global Retirement Partners, LLC | 879 | +754 | $390.4K | +$336.7K | 603.2% |
| Rodgers Brothers Inc. | 22,795 | +1 | $10.1M | +$314.8K | 0.0% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 1,541 | +681 | $684.4K | +$314.3K | 79.2% |
| Focus Partners Wealth | 3,069 | +620 | $1.4M | +$309.4K | 25.3% |
| Hamilton Point Investment Advisors, LLC | 19,500 | +83 | $8.7M | +$304.8K | 0.4% |
| ALPS ADVISORS INC | 3,511 | +536 | $1.6M | +$279.1K | 18.0% |
| MML INVESTORS SERVICES, LLC | 9,679 | +334 | $4.3M | +$277.1K | 3.6% |
| JONES FINANCIAL COMPANIES LLLP | 2,114 | +557 | $938.8K | +$275.6K | 35.8% |
| Chicago Capital, LLC | 6,781 | +418 | $3.0M | +$273.6K | 6.6% |
| Farther Finance Advisors, LLC | 1,178 | +593 | $523.1K | +$271.3K | 101.4% |
| Pathstone Holdings, LLC | 9,377 | +306 | $4.2M | +$261.1K | 3.4% |
| WESPAC Advisors SoCal, LLC | 2,871 | +483 | $1.3M | +$247.5K | 20.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 5,575 | +380 | $2.5M | +$240.5K | 7.3% |
| Whalen Wealth Management Inc. | 1,150 | +510 | $510.7K | +$235.3K | 79.7% |
| MACKENZIE FINANCIAL CORP | 5,599 | +344 | $2.5M | +$234.4K | 6.5% |
| Clean Yield Group | 9,883 | +212 | $4.4M | +$227.6K | 2.2% |
| Legacy Wealth Management, LLC / MS | 4,466 | +374 | $2.0M | +$222.8K | 9.1% |
| Candriam S.C.A. | 8,620 | +238 | $3.8M | +$221.5K | 2.8% |
| Fulton Bank, N.A. | 3,136 | +401 | $1.4M | +$215.8K | 14.7% |
| ZACKS INVESTMENT MANAGEMENT | 11,388 | +114 | $5.1M | +$206.1K | 1.0% |
| Chesley Taft & Associates LLC | 3,741 | +340 | $1.7M | +$197.9K | 10.0% |
| Siemens Fonds Invest GmbH | 1,147 | +411 | $512.3K | +$195.6K | 55.8% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 895 | +404 | $397.5K | +$186.2K | 82.3% |
| VICTORY FINANCIAL GROUP, LLC | 1,386 | +388 | $615.5K | +$186.1K | 38.9% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 3,083 | +182 | $1.4M | +$184.4K | 6.3% |
| NEUBERGER BERMAN GROUP LLC | 8,419 | +112 | $3.7M | +$164.4K | 1.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,382 | +162 | $2.8M | +$157.8K | 2.6% |
| FIFTH THIRD BANCORP | 9,840 | +51 | $4.4M | +$157.7K | 0.5% |
| Wealthspire Advisors, LLC | 676 | +335 | $300.3K | +$153.6K | 98.2% |
| Beacon Pointe Advisors, LLC | 3,462 | +245 | $1.5M | +$153.3K | 7.6% |
| Ramirez Asset Management, Inc. | 3,002 | +252 | $1.3M | +$149.9K | 9.2% |
| MAI Capital Management | 1,705 | +276 | $757.4K | +$142.5K | 19.3% |
| Aquatic Capital Management LLC | 8,166 | +58 | $3.6M | +$137.6K | 0.7% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 2,373 | +238 | $1.1M | +$135.2K | 11.1% |
| CHOREO, LLC | 2,518 | +216 | $1.1M | +$134.0K | 9.4% |
| GUIDANCE CAPITAL, INC | 2,621 | +2 | $1.3M | +$131.0K | 0.1% |
| Snowden Capital Advisors LLC | 3,947 | +174 | $1.8M | +$129.3K | 4.6% |
| Ransom Advisory, Ltd | 480 | +320 | $194.0K | +$125.2K | 200.0% |
| CYPRESS ASSET MANAGEMENT INC/TX | 2,560 | +207 | $1.1M | +$124.4K | 8.8% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 7,345 | +48 | $3.3M | +$122.0K | 0.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,616 | +1 | $1.6M | +$121.9K | 0.0% |
| North Berkeley Wealth Management, LLC | 966 | +252 | $429.0K | +$121.8K | 35.3% |
| WHITTIER TRUST CO OF NEVADA INC | 1,856 | +2 | $886.2K | +$120.5K | 0.1% |
| Wealth Management Nebraska | 852 | +250 | $378.4K | +$119.3K | 41.5% |
| NISA INVESTMENT ADVISORS, LLC | 6,728 | +58 | $3.0M | +$117.8K | 0.9% |
| Clearbridge Investments, LLC | 4,155 | +138 | $1.8M | +$116.7K | 3.4% |
| AlphaQuest LLC | 3,035 | +173 | $1.3M | +$116.3K | 6.0% |
| Tower Research Capital LLC (TRC) | 1,001 | +237 | $444.6K | +$115.8K | 31.0% |
| GAMCO INVESTORS, INC. ET AL | 1,295 | +225 | $575.1K | +$114.7K | 21.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 6,918 | +44 | $3.1M | +$114.4K | 0.6% |
| JGP Wealth Management, LLC | 2,448 | +147 | $1.1M | +$112.9K | 6.4% |
| BLAIR WILLIAM & CO/IL | 3,602 | +142 | $1.6M | +$110.8K | 4.1% |
| Everhart Financial Group, Inc. | 2,271 | +177 | $1.0M | +$107.5K | 8.4% |
| BHK Investment Advisors, LLC | 1,696 | +191 | $753.3K | +$105.7K | 12.7% |
| Altshuler Shaham Ltd | 2,279 | +172 | $1.0M | +$105.5K | 8.2% |
| TD PRIVATE CLIENT WEALTH LLC | 1,246 | +203 | $553.4K | +$104.5K | 19.5% |
| BROWN BROTHERS HARRIMAN & CO | 541 | +220 | $240.3K | +$102.1K | 68.5% |
| NewEdge Wealth, LLC | 1,035 | +271 | $459.7K | +$102.1K | 35.5% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,628 | +120 | $1.6M | +$101.7K | 3.4% |
| IHT Wealth Management, LLC | 6,176 | +31 | $2.7M | +$98.9K | 0.5% |
| AlphaCore Capital LLC | 1,142 | +186 | $507.2K | +$95.8K | 19.4% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,546 | +163 | $686.6K | +$91.5K | 11.8% |
| Vise Technologies, Inc. | 836 | +185 | $371.4K | +$91.1K | 28.4% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6,079 | +16 | $2.7M | +$90.8K | 0.3% |
| CAMDEN NATIONAL BANK | 2,967 | +111 | $1.3M | +$88.7K | 3.9% |
| Revisor Wealth Management LLC | 846 | +105 | $397.5K | +$87.1K | 14.2% |
| CATALYST FINANCIAL PARTNERS LLC | 795 | +163 | $353.1K | +$81.1K | 25.8% |
| TECTONIC ADVISORS LLC | 713 | +162 | $316.6K | +$79.5K | 29.4% |
| World Investment Advisors | 669 | +174 | $292.2K | +$79.2K | 35.1% |
| Baird Financial Group, Inc. | 2,617 | +96 | $1.2M | +$77.4K | 3.8% |
| ALBERT D MASON INC | 5,385 | +4 | $2.4M | +$75.8K | 0.1% |
| Wedmont Private Capital | 603 | +93 | $282.3K | +$71.7K | 18.2% |
| Norinchukin Bank, The | 2,524 | +69 | $1.1M | +$64.5K | 2.8% |
| MONTAG A & ASSOCIATES INC | 1,685 | +85 | $748.3K | +$59.8K | 5.3% |
| COMMERCE BANK | 3,882 | +5 | $1.7M | +$55.7K | 0.1% |
| OneDigital Investment Advisors LLC | 3,865 | +1 | $1.7M | +$53.8K | 0.0% |
| OMERS ADMINISTRATION Corp | 1,980 | +61 | $879.3K | +$53.6K | 3.2% |
| STEPHENS INC /AR/ | 1,892 | +63 | $840.3K | +$53.4K | 3.4% |
| Vident Advisory, LLC | 3,273 | +19 | $1.5M | +$53.3K | 0.6% |
| Accurate Wealth Management, LLC | 1,127 | +6 | $530.3K | +$51.1K | 0.5% |
| Visionary Wealth Advisors | 1,290 | +71 | $572.9K | +$48.4K | 5.8% |
| MINDSET WEALTH MANAGEMENT, LLC | 1,825 | +53 | $810.5K | +$48.0K | 3.0% |
| Ascent Group, LLC | 1,151 | +71 | $511.2K | +$46.4K | 6.6% |
| TruWealth Advisors, LLC | 1,088 | +73 | $483.2K | +$46.4K | 7.2% |
| GRANDFIELD & DODD, LLC | 3,095 | +7 | $1.4M | +$45.7K | 0.2% |
| Colonial Trust Co / SC | 423 | +90 | $187.9K | +$44.6K | 27.0% |
| Focus Financial Network, Inc. | 1,910 | +42 | $848.3K | +$44.4K | 2.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,214,236 | +60,071 | $539.3K | +$42.6K | 5.2% |
| Klingman & Associates, LLC | 2,525 | +17 | $1.1M | +$42.2K | 0.7% |
| Resonant Capital Advisors, LLC | 1,013 | +65 | $449.9K | +$41.9K | 6.8% |
| DF DENT & CO INC | 2,509 | +17 | $1.1M | +$41.9K | 0.7% |
| SYON CAPITAL LLC | 1,374 | +53 | $610.2K | +$41.8K | 4.0% |
| QUADRANT CAPITAL GROUP LLC | 2,606 | +10 | $1.2M | +$40.3K | 0.4% |
| SIGNATUREFD, LLC | 845 | +65 | $375.5K | +$39.7K | 8.3% |
| Abundance Wealth Counselors | 2,597 | +8 | $1.2M | +$39.3K | 0.3% |
| Delta Investment Management, LLC | 936 | +53 | $415.6K | +$35.6K | 6.0% |
| DAYMARK WEALTH PARTNERS, LLC | 2,294 | +9 | $1.0M | +$35.6K | 0.4% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 1,232 | +35 | $547.1K | +$32.1K | 2.9% |
| Hilltop Holdings Inc. | 2,192 | +4 | $973.5K | +$32.0K | 0.2% |
| FourThought Financial Partners, LLC | 2,028 | +6 | $900.6K | +$30.4K | 0.3% |
| PRINCIPAL SECURITIES, INC. | 567 | +51 | $251.8K | +$29.8K | 9.9% |
| Plato Investment Management Ltd | 1,338 | +9 | $597.1K | +$29.6K | 0.7% |
| Meeder Advisory Services, Inc. | 1,670 | +15 | $741.8K | +$29.5K | 0.9% |
| Belpointe Asset Management LLC | 768 | +41 | $341.1K | +$28.2K | 5.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 73 | +63 | $32.4K | +$28.1K | 630.0% |
| Ballentine Partners, LLC | 1,288 | +24 | $572.0K | +$28.1K | 1.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 180,890 | +57,473 | $80.3K | +$27.2K | 46.6% |
| QUEST INVESTMENT MANAGEMENT LLC | 1,896 | +1 | $842.0K | +$26.3K | 0.1% |
| HUNTINGTON NATIONAL BANK | 816 | +35 | $362.4K | +$26.3K | 4.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1,698 | +4 | $754.1K | +$25.2K | 0.2% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 1,304 | +16 | $579.1K | +$24.9K | 1.2% |
| GAMMA Investing LLC | 1,065 | +23 | $473.0K | +$24.6K | 2.2% |
| Arax Advisory Partners | 614 | +36 | $272.7K | +$24.0K | 6.2% |
| SageView Advisory Group, LLC | 640 | +33 | $284.2K | +$23.0K | 5.4% |
| Abacus Wealth Partners, LLC | 666 | +32 | $295.8K | +$23.0K | 5.0% |
| Florida Trust Wealth Management Co | 511 | +36 | $226.9K | +$22.5K | 7.6% |
| LVW Advisors, LLC | 698 | +30 | $310.0K | +$22.5K | 4.5% |
| Aptus Capital Advisors, LLC | 1,315 | +10 | $584.0K | +$22.5K | 0.8% |
| OLD NATIONAL BANCORP /IN/ | 945 | +18 | $419.7K | +$20.8K | 1.9% |
| Avestar Capital, LLC | 1,045 | +14 | $464.3K | +$20.7K | 1.4% |
| BSW Wealth Partners | 769 | +22 | $341.4K | +$20.1K | 2.9% |
| BENJAMIN EDWARDS INC | 1,238 | +6 | $549.9K | +$19.7K | 0.5% |
| Grove Bank & Trust | 84 | +43 | $37.3K | +$19.7K | 104.9% |
| Capital Investment Advisors, LLC | 870 | +17 | $386.6K | +$19.5K | 2.0% |
| STRS OHIO | 1,281 | +2 | $568.9K | +$18.5K | 0.1% |
| Fiduciary Trust Co | 841 | +13 | $373.5K | +$17.4K | 1.6% |
| LOWE BROCKENBROUGH & CO INC | 1,084 | +4 | $481.4K | +$16.7K | 0.4% |
| Blue Trust, Inc. | 500 | +20 | $222.1K | +$15.5K | 4.2% |
| MGO ONE SEVEN LLC | 715 | +13 | $317.5K | +$15.5K | 1.9% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 57 | +34 | $25.3K | +$15.4K | 147.8% |
| SG Americas Securities, LLC | 38,578 | +34,483 | $17.1K | +$15.4K | 842.1% |
| Gilliland Jeter Wealth Management LLC | 986 | +3 | $438.1K | +$15.1K | 0.3% |
| Lido Advisors, LLC | 789 | +31 | $341.0K | +$14.7K | 4.1% |
| Raiffeisen Bank International AG | 66 | +30 | $29.5K | +$14.1K | 83.3% |
| Parallel Advisors, LLC | 709 | +10 | $314.9K | +$14.1K | 1.4% |
| Corient Private Wealth LLC | 7,544 | +697 | $3.0M | +$13.8K | 10.2% |
| Apollon Wealth Management, LLC | 575 | +14 | $255.2K | +$13.6K | 2.5% |
| Optimize Financial Inc | 735 | +8 | $326.4K | +$13.6K | 1.1% |
| JFS WEALTH ADVISORS, LLC | 108 | +28 | $48.0K | +$13.5K | 35.0% |
| GREENLEAF TRUST | 811 | +5 | $360.2K | +$13.3K | 0.6% |
| BI Asset Management Fondsmaeglerselskab A/S | 35,942 | +32,063 | $15.0K | +$13.3K | 826.6% |
| Checchi Capital Advisers, LLC | 884 | +2 | $392.6K | +$13.1K | 0.2% |
| Compound Planning, Inc. | 573 | +11 | $254.5K | +$12.6K | 1.9% |
| BAILLIE GIFFORD & CO | 70 | +27 | $31.1K | +$12.6K | 62.8% |
| Smartleaf Asset Management LLC | 407 | +9 | $181.8K | +$12.1K | 2.3% |
| EWA, LLC | 478 | +12 | $212.3K | +$11.9K | 2.6% |
| Crestwood Advisors Group, LLC | 574 | +9 | $254.9K | +$11.8K | 1.6% |
| Prestige Wealth Management Group LLC | 36 | +30 | $14.3K | +$11.7K | 500.0% |
| Inscription Capital, LLC | 528 | +10 | $234.5K | +$11.6K | 1.9% |
| Freestone Capital Holdings, LLC | 764 | +1 | $339.3K | +$11.0K | 0.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | 730 | +2 | $324.2K | +$10.9K | 0.3% |
| D'Orazio & Associates, Inc. | 709 | +2 | $314.9K | +$10.6K | 0.3% |
| Versant Capital Management, Inc | 491 | +6 | $218.1K | +$9.4K | 1.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 593 | +1 | $263.3K | +$8.7K | 0.2% |
| Tradition Wealth Management, LLC | 576 | +1 | $255.8K | +$8.4K | 0.2% |
| JOURNEY STRATEGIC WEALTH LLC | 566 | +1 | $251.4K | +$8.2K | 0.2% |
| Sunbelt Securities, Inc. | 374 | +7 | $166.1K | +$8.2K | 1.9% |
| PRIVATE TRUST CO NA | 146 | +14 | $64.8K | +$8.0K | 10.6% |
| MARTINGALE ASSET MANAGEMENT L P | 524 | +1 | $232.7K | +$7.7K | 0.2% |
| CBIZ Investment Advisory Services, LLC | 20 | +17 | $8.9K | +$7.6K | 566.7% |
| FIRST HORIZON CORP | 488 | +1 | $216.7K | +$7.2K | 0.2% |
| Quantum Financial Advisors, LLC | 486 | +1 | $215.6K | +$7.1K | 0.2% |
| Ancora Advisors LLC | 185 | +10 | $82.2K | +$6.9K | 5.7% |
| Bell Investment Advisors, Inc | 26 | +15 | $11.5K | +$6.8K | 136.4% |
| Root Financial Partners, LLC | 116 | +12 | $51.5K | +$6.8K | 11.5% |
| Handelsbanken Fonder AB | 46,705 | +13,984 | $20.7K | +$6.7K | 42.7% |
| New England Capital Financial Advisors LLC | 433 | +1 | $192.2K | +$6.4K | 0.2% |
| TD Waterhouse Canada Inc. | 348 | +3 | $154.6K | +$6.0K | 0.9% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 58,059 | +8,400 | $25.8K | +$4.4K | 16.9% |
| CYBER HORNET ETFs LLC | 153 | +5 | $67.9K | +$4.3K | 3.4% |
| Transamerica Financial Advisors, LLC | 17 | +8 | $7.6K | +$4.1K | 88.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 126 | +5 | $56.0K | +$3.9K | 4.1% |
| HARBOUR INVESTMENTS, INC. | 63 | +7 | $28.0K | +$3.9K | 12.5% |
| Sound Income Strategies, LLC | 9 | +7 | $4.4K | +$3.6K | 350.0% |
| Cullen/Frost Bankers, Inc. | 76 | +4 | $33.9K | +$2.9K | 5.5% |
| Activest Wealth Management | 36 | +5 | $16.0K | +$2.6K | 16.1% |
| BESSEMER GROUP INC | 184,623 | +55 | $82.0K | +$2.6K | 0.0% |
| SJS Investment Consulting Inc. | 10 | +5 | $4.4K | +$2.3K | 100.0% |
| Daiwa Securities Group Inc. | 41,599 | +3,837 | $18.5K | +$2.2K | 10.2% |
| CoreCap Advisors, LLC | 20 | +4 | $8.9K | +$2.0K | 25.0% |
| PFS Partners, LLC | 109 | +1 | $48.2K | +$1.6K | 0.9% |
| Bay Harbor Wealth Management, LLC | 7 | +3 | $3.1K | +$1.4K | 75.0% |
| Wealth Watch Advisors, INC | 5 | +3 | $2.2K | +$1.4K | 150.0% |
| Janney Montgomery Scott LLC | 32,206 | +1,654 | $14.3K | +$1.2K | 5.4% |
| LVM CAPITAL MANAGEMENT LTD/MI | 30,635 | +462 | $13.6K | +$621 | 1.5% |
| Wealth Preservation Advisors, LLC | 6 | +1 | $2.7K | +$513 | 20.0% |
| Turning Point Benefit Group, Inc. | 3 | +1 | $1.3K | +$472 | 50.0% |
| VAN ECK ASSOCIATES CORP | 10,251 | +642 | $4.6K | +$418 | 6.7% |
| Mn Services Vermogensbeheer B.V. | 20,499 | +299 | $9.1K | +$412 | 1.5% |
| PRAXIS INVESTMENT MANAGEMENT INC | 1,726 | +595 | $767 | +$280 | 52.6% |
| WEDBUSH SECURITIES INC | 1,524 | +501 | $677 | +$237 | 49.0% |
| Cambridge Investment Research Advisors, Inc. | 3,940 | +170 | $1.8K | +$128 | 4.5% |
| T. Rowe Price Investment Management, Inc. | 1,668 | +234 | $741 | +$123 | 16.3% |
| HANTZ FINANCIAL SERVICES, INC. | 260 | +190 | $115 | +$85 | 271.4% |
| PARK AVENUE SECURITIES LLC | 2,867 | +28 | $1.3K | +$52 | 1.0% |
| Gulf International Bank (UK) Ltd | 2,678 | +28 | $1.2K | +$49 | 1.1% |
| CX Institutional | 297 | +61 | $132 | +$30 | 25.8% |
| VALLEY NATIONAL ADVISERS INC | 395 | +30 | $175 | +$18 | 8.2% |
| GW&K Investment Management, LLC | 32 | +3 | $14 | +$2 | 10.3% |