13F QoQ Ownership Changes
IQV Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 234 new · 381 added · 507 reduced · 101 exited
New Positions(234)
Added To(381)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 19,650,532 | +159,899 | $4.43B | +$727.4M | 0.8% |
| Cantillon Capital Management LLC | 5,445,046 | +3,518,112 | $957.9M | +$591.9M | 182.6% |
| VICTORY CAPITAL MANAGEMENT INC | 1,675,479 | +1,614,063 | $377.7M | +$366.0M | 2628.1% |
| Boston Partners | 4,087,380 | +530,672 | $923.3M | +$246.6M | 14.9% |
| Orbis Allan Gray Ltd | 1,901,091 | +933,554 | $428.5M | +$244.8M | 96.5% |
| JPMORGAN CHASE & CO | 3,799,600 | +517,453 | $856.5M | +$233.0M | 15.8% |
| 1832 Asset Management L.P. | 770,708 | +769,074 | $173.7M | +$173.4M | 47066.9% |
| AQR CAPITAL MANAGEMENT LLC | 2,139,228 | +361,528 | $482.2M | +$160.6M | 20.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,374,971 | +24,453 | $982.3M | +$159.4M | 0.6% |
| MORGAN STANLEY | 2,577,993 | +277,454 | $581.1M | +$144.1M | 12.1% |
| FIL Ltd | 1,063,236 | +461,614 | $239.7M | +$125.4M | 76.7% |
| GOLDMAN SACHS GROUP INC | 1,592,554 | +283,596 | $359.0M | +$110.4M | 21.7% |
| Sumitomo Mitsui Trust Group, Inc. | 1,132,072 | +332,505 | $255.2M | +$103.3M | 41.6% |
| NORGES BANK | 2,206,846 | +519,168 | $497.4M | +$97.5M | 30.8% |
| MILLENNIUM MANAGEMENT LLC | 746,858 | +350,082 | $168.3M | +$93.0M | 88.2% |
| CITADEL ADVISORS LLC | 593,440 | +373,752 | $133.8M | +$92.0M | 170.1% |
| BANK OF AMERICA CORP /DE/ | 1,395,878 | +217,098 | $314.6M | +$90.7M | 18.4% |
| DIMENSIONAL FUND ADVISORS LP | 1,591,053 | +168,989 | $358.7M | +$88.7M | 11.9% |
| Alyeska Investment Group, L.P. | 833,268 | +289,012 | $187.8M | +$84.5M | 53.1% |
| LAZARD ASSET MANAGEMENT LLC | 1,896,950 | +57,912 | $427.6M | +$78.3M | 3.1% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 332,431 | +237,767 | $74.9M | +$57.0M | 251.2% |
| BNP PARIBAS FINANCIAL MARKETS | 499,987 | +198,214 | $112.7M | +$55.4M | 65.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,378,287 | +32,369 | $310.7M | +$55.0M | 2.4% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,268,461 | +36,771 | $285.9M | +$52.0M | 3.0% |
| Candriam S.C.A. | 447,319 | +174,572 | $100.8M | +$49.0M | 64.0% |
| Cornerstone Investment Partners, LLC | 453,850 | +109,747 | $102.3M | +$36.9M | 31.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 962,139 | +7,236 | $216.9M | +$35.5M | 0.8% |
| FRANKLIN RESOURCES INC | 505,239 | +86,016 | $113.9M | +$34.3M | 20.5% |
| Calamos Advisors LLC | 188,707 | +137,441 | $42.5M | +$32.8M | 268.1% |
| KEYSTONE INVESTORS PTE LTD | 245,924 | +99,696 | $55.4M | +$27.7M | 68.2% |
| Nuveen, LLC | 513,137 | +43,409 | $115.7M | +$26.4M | 9.2% |
| PANAGORA ASSET MANAGEMENT INC | 192,780 | +79,237 | $43.5M | +$21.9M | 69.8% |
| Capital World Investors | 594,744 | +3,480 | $134.1M | +$21.8M | 0.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 523,677 | +15,765 | $118.2M | +$21.7M | 3.1% |
| Polar Capital Holdings Plc | 159,543 | +83,584 | $36.0M | +$21.5M | 110.0% |
| Allianz Asset Management GmbH | 337,275 | +47,553 | $76.0M | +$21.0M | 16.4% |
| Aberdeen Group plc | 192,696 | +54,703 | $43.4M | +$18.5M | 39.6% |
| Vinva Investment Management Ltd | 211,436 | +37,965 | $48.1M | +$16.6M | 21.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 353,057 | +11,250 | $79.6M | +$14.6M | 3.3% |
| ASSETMARK, INC | 172,625 | +43,436 | $38.9M | +$14.4M | 33.6% |
| Mariner, LLC | 87,304 | +59,087 | $19.7M | +$14.3M | 209.4% |
| PICTON MAHONEY ASSET MANAGEMENT | 60,720 | +11,896 | $13.7M | +$13.7M | 24.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 226,646 | +27,510 | $51.1M | +$13.3M | 13.8% |
| BANK OF MONTREAL /CAN/ | 214,801 | +27,785 | $48.4M | +$12.9M | 14.8% |
| Voya Investment Management LLC | 152,860 | +38,297 | $34.5M | +$12.7M | 33.4% |
| FIRST MANHATTAN CO. LLC. | 268,866 | +13,747 | $60.6M | +$12.1M | 5.4% |
| IEQ CAPITAL, LLC | 152,375 | +35,378 | $34.3M | +$12.1M | 30.2% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 199,726 | +24,999 | $45.0M | +$11.8M | 14.3% |
| Sone Capital Management, LLC | 82,937 | +45,731 | $18.7M | +$11.6M | 122.9% |
| BARCLAYS PLC | 434,406 | +133,676 | $68.5M | +$11.3M | 44.5% |
| Banco Santander, S.A. | 150,557 | +30,331 | $33.9M | +$11.1M | 25.2% |
| Skandinaviska Enskilda Banken AB (publ) | 216,664 | +17,776 | $48.8M | +$11.1M | 8.9% |
| STIFEL FINANCIAL CORP | 145,367 | +30,608 | $32.8M | +$11.0M | 26.7% |
| EULAV Asset Management | 309,003 | +3 | $69.7M | +$11.0M | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 259,800 | +8,072 | $58.6M | +$10.7M | 3.2% |
| Cerity Partners LLC | 179,675 | +19,958 | $40.5M | +$10.2M | 12.5% |
| Russell Investments Group, Ltd. | 105,537 | +23,526 | $23.9M | +$8.5M | 28.7% |
| Trajan Wealth LLC | 162,157 | +12,616 | $36.6M | +$8.1M | 8.4% |
| Quantinno Capital Management LP | 102,995 | +23,495 | $23.2M | +$8.1M | 29.6% |
| COUNTRY TRUST BANK | 197,534 | +4,153 | $44.5M | +$7.8M | 2.1% |
| SEI INVESTMENTS CO | 121,536 | +18,280 | $27.4M | +$7.8M | 17.7% |
| PRINCIPAL FINANCIAL GROUP INC | 189,301 | +4,862 | $42.7M | +$7.6M | 2.6% |
| Robeco Institutional Asset Management B.V. | 181,263 | +5,389 | $40.9M | +$7.5M | 3.1% |
| Associated Banc-Corp | 176,163 | +5,205 | $39.7M | +$7.2M | 3.0% |
| NATIONAL BANK OF CANADA /FI/ | 77,436 | +23,635 | $17.5M | +$7.2M | 43.9% |
| LPL Financial LLC | 135,471 | +12,317 | $30.5M | +$7.1M | 10.0% |
| Nippon Life Global Investors Americas, Inc. | 79,400 | +21,270 | $17.9M | +$6.9M | 36.6% |
| AVIVA PLC | 145,072 | +8,245 | $32.7M | +$6.7M | 6.0% |
| Stanley Capital Management, LLC | 67,400 | +21,500 | $15.2M | +$6.5M | 46.8% |
| Mediolanum International Funds Ltd | 114,158 | +5,028 | $26.0M | +$6.3M | 4.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 127,668 | +7,578 | $28.8M | +$6.0M | 6.3% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 179,645 | +6,118 | $38.9M | +$5.9M | 3.5% |
| IFM Investors Pty Ltd | 33,282 | +875 | $7.5K | -$5.8M | 2.7% |
| Jefferies Financial Group Inc. | 137,065 | +3,250 | $30.9M | +$5.5M | 2.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 53,845 | +18,727 | $12.1M | +$5.5M | 53.3% |
| State of Tennessee, Department of Treasury | 92,276 | +7,738 | $21.2M | +$5.2M | 9.2% |
| Focus Partners Wealth | 87,596 | +10,735 | $19.7M | +$5.1M | 14.0% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 60,416 | +14,084 | $13.6M | +$4.8M | 30.4% |
| Steward Partners Investment Advisory, LLC | 75,120 | +9,649 | $16.9M | +$4.5M | 14.7% |
| WCG Wealth Advisors LLC | 33,582 | +17,047 | $7.6M | +$4.4M | 103.1% |
| TUDOR INVESTMENT CORP ET AL | 44,745 | +14,845 | $10.1M | +$4.4M | 49.6% |
| Lombard Odier Asset Management (Europe) Ltd | 50,330 | +12,796 | $11.3M | +$4.2M | 34.1% |
| CREDIT AGRICOLE S A | 82,906 | +6,313 | $18.7M | +$4.1M | 8.2% |
| MGO ONE SEVEN LLC | 27,905 | +16,299 | $6.3M | +$4.1M | 140.4% |
| Cetera Investment Advisers | 112,429 | +95 | $25.3M | +$4.0M | 0.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 29,024 | +14,957 | $6.5M | +$3.9M | 106.3% |
| Creative Planning | 59,357 | +9,191 | $13.4M | +$3.9M | 18.3% |
| NEUBERGER BERMAN GROUP LLC | 54,410 | +9,884 | $12.3M | +$3.8M | 22.2% |
| NICHOLAS COMPANY, INC. | 80,386 | +4,655 | $18.1M | +$3.7M | 6.1% |
| Coronation Fund Managers Ltd. | 74,783 | +5,349 | $16.9M | +$3.7M | 7.7% |
| GDS Wealth Management | 92,524 | +1,323 | $20.9M | +$3.5M | 1.4% |
| PNC Financial Services Group, Inc. | 54,691 | +8,154 | $12.3M | +$3.5M | 17.5% |
| BRADLEY FOSTER & SARGENT INC/CT | 85,372 | +2,282 | $19.2M | +$3.5M | 2.7% |
| DANSKE BANK A/S | 82,366 | +2,400 | $18.6M | +$3.4M | 3.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 35,960 | +9,480 | $8.7M | +$3.4M | 35.8% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 88,392 | +974 | $19.9M | +$3.3M | 1.1% |
| EASTERN BANK | 85,643 | +420 | $19.3M | +$3.1M | 0.5% |
| World Investment Advisors | 81,682 | +1,162 | $18.4M | +$3.1M | 1.4% |
| LOOMIS SAYLES & CO L P | 71,142 | +3,024 | $16.0M | +$3.1M | 4.4% |
| Mirae Asset Global Investments Co., Ltd. | 40,220 | +8,765 | $9.1M | +$3.1M | 27.9% |
| Tidal Investments LLC | 59,888 | +4,977 | $13.5M | +$3.1M | 9.1% |
| DNB Asset Management AS | 81,848 | +583 | $18.4M | +$3.0M | 0.7% |
| Diversified Trust Co | 48,876 | +6,297 | $11.0M | +$2.9M | 14.8% |
| Federation des caisses Desjardins du Quebec | 64,035 | +2,717 | $14.4M | +$2.8M | 4.4% |
| CAPTRUST FINANCIAL ADVISORS | 35,164 | +7,828 | $7.9M | +$2.7M | 28.6% |
| Aster Capital Management (DIFC) Ltd | 13,863 | +11,318 | $3.1M | +$2.6M | 444.7% |
| Taikang Asset Management (Hong Kong) Co Ltd | 46,543 | +4,817 | $10.5M | +$2.6M | 11.5% |
| Cumberland Partners Ltd | 12,718 | +11,081 | $2.9M | +$2.6M | 676.9% |
| Battery Global Advisors, LLC | 12,760 | +12,619 | $2.4M | +$2.4M | 8949.6% |
| Rhenman & Partners Asset Management AB | 26,500 | +7,000 | $6.0M | +$2.3M | 35.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 22,284 | +7,728 | $5.0M | +$2.3M | 53.1% |
| Parkman Healthcare Partners LLC | 35,230 | +5,230 | $7.9M | +$2.2M | 17.4% |
| Farther Finance Advisors, LLC | 10,820 | +9,737 | $2.4M | +$2.2M | 899.1% |
| Simplify Asset Management Inc. | 17,418 | +8,374 | $3.9M | +$2.2M | 92.6% |
| Argent Trust Co | 36,782 | +4,368 | $8.3M | +$2.1M | 13.5% |
| Choate Investment Advisors | 10,354 | +9,250 | $2.3M | +$2.1M | 837.9% |
| BANK OF NOVA SCOTIA | 31,946 | +5,102 | $7.2M | +$2.1M | 19.0% |
| USS Investment Management Ltd | 32,897 | +4,807 | $7.4M | +$2.1M | 17.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 58,044 | +88 | $13.1M | +$2.1M | 0.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 30,116 | +5,249 | $6.8M | +$2.1M | 21.1% |
| NewEdge Advisors, LLC | 29,116 | +5,315 | $6.6M | +$2.0M | 22.3% |
| D.A. DAVIDSON & CO. | 27,190 | +5,514 | $6.1M | +$2.0M | 25.4% |
| J. Safra Sarasin Holding AG | 12,827 | +8,151 | $2.9M | +$2.0M | 174.3% |
| AGF MANAGEMENT LTD | 38,383 | +3,088 | $8.7M | +$1.9M | 8.7% |
| Czech National Bank | 44,905 | +1,729 | $10.1M | +$1.9M | 4.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 22,768 | +5,802 | $5.1M | +$1.9M | 34.2% |
| Verdence Capital Advisors LLC | 39,727 | +7,266 | $9.0M | +$1.9M | 22.4% |
| NEOS Investment Management LLC | 28,628 | +4,579 | $6.5M | +$1.9M | 19.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18,614 | +6,432 | $4.2M | +$1.9M | 52.8% |
| ProShare Advisors LLC | 34,339 | +2,510 | $7.7M | +$1.7M | 7.9% |
| Verition Fund Management LLC | 22,556 | +4,557 | $5.1M | +$1.7M | 25.3% |
| MIDDLETON & CO INC/MA | 45,704 | +124 | $10.3M | +$1.6M | 0.3% |
| Investment Management Corp of Ontario | 14,165 | +6,005 | $3.2M | +$1.6M | 73.6% |
| Pathstone Holdings, LLC | 16,778 | +5,442 | $3.8M | +$1.6M | 48.0% |
| ALLSTATE CORP | 12,359 | +6,085 | $2.8M | +$1.6M | 97.0% |
| Telos Capital Management, Inc. | 44,216 | +125 | $10.0M | +$1.6M | 0.3% |
| Carmel Capital Partners, LLC | 15,089 | +5,046 | $3.4M | +$1.5M | 50.2% |
| BRANDES INVESTMENT PARTNERS, LP | 29,496 | +2,027 | $6.6M | +$1.4M | 7.4% |
| Vanguard Personalized Indexing Management, LLC | 32,272 | +1,435 | $7.3M | +$1.4M | 4.7% |
| Callan Family Office, LLC | 10,580 | +5,455 | $2.4M | +$1.4M | 106.4% |
| Tower Research Capital LLC (TRC) | 7,577 | +5,882 | $1.7M | +$1.4M | 347.0% |
| Wealthfront Advisers LLC | 11,989 | +5,040 | $2.7M | +$1.4M | 72.5% |
| COMERICA BANK | 36,722 | +29 | $8.3M | +$1.3M | 0.1% |
| MAI Capital Management | 27,316 | +1,616 | $6.2M | +$1.3M | 6.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 33,533 | +385 | $7.6M | +$1.3M | 1.2% |
| GUGGENHEIM CAPITAL LLC | 33,702 | +202 | $7.6M | +$1.2M | 0.6% |
| Clear Harbor Asset Management, LLC | 14,835 | +3,677 | $3.3M | +$1.2M | 33.0% |
| Raiffeisen Bank International AG | 10,906 | +3,896 | $2.5M | +$1.2M | 55.6% |
| Generali Asset Management SPA SGR | 32,042 | +245 | $7.2M | +$1.2M | 0.8% |
| STEPHENS INC /AR/ | 28,608 | +880 | $6.4M | +$1.2M | 3.2% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 24,638 | +1,588 | $5.6M | +$1.2M | 6.9% |
| Modera Wealth Management, LLC | 17,162 | +2,848 | $3.9M | +$1.1M | 19.9% |
| OSTRUM ASSET MANAGEMENT | 5,841 | +4,801 | $1.3M | +$1.1M | 461.6% |
| XPONANCE, INC. | 24,478 | +1,276 | $5.5M | +$1.1M | 5.5% |
| MERIDIAN MANAGEMENT CO | 29,288 | +309 | $6.6M | +$1.1M | 1.1% |
| Legacy Wealth Management, LLC / MS | 20,640 | +1,545 | $4.7M | +$1.0M | 8.1% |
| Concurrent Investment Advisors, LLC | 11,948 | +3,161 | $2.7M | +$1.0M | 36.0% |
| OVERSEA-CHINESE BANKING Corp Ltd | 13,037 | +2,941 | $2.9M | +$1.0M | 29.1% |
| Crossmark Global Holdings, Inc. | 17,530 | +2,025 | $4.0M | +$1.0M | 13.1% |
| Corient Private Wealth LLC | 26,803 | +13,828 | $3.5M | +$995.8K | 106.6% |
| Dai-ichi Life Insurance Company, Ltd | 11,723 | +3,000 | $2.6M | +$985.6K | 34.4% |
| MUFG Securities EMEA plc | 6,977 | +3,723 | $1.6M | +$954.6K | 114.4% |
| Merit Financial Group, LLC | 17,470 | +1,611 | $3.9M | +$925.7K | 10.2% |
| Sivia Capital Partners, LLC | 7,235 | +3,419 | $1.6M | +$906.0K | 89.6% |
| Clearstead Trust, LLC | 4,138 | +3,989 | $932.7K | +$904.4K | 2677.2% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 5,324 | +3,613 | $1.2M | +$875.1K | 211.2% |
| &PARTNERS | 10,544 | +2,564 | $2.4M | +$857.1K | 32.1% |
| Focus Partners Advisor Solutions, LLC | 9,336 | +3,152 | $2.1M | +$853.2K | 51.0% |
| PINKERTON WEALTH, LLC | 21,647 | +204 | $4.9M | +$806.6K | 0.9% |
| NISA INVESTMENT ADVISORS, LLC | 10,879 | +2,211 | $2.5M | +$805.8K | 25.5% |
| AMG National Trust Bank | 19,818 | +269 | $4.5M | +$754.0K | 1.4% |
| EQUITABLE TRUST CO | 14,301 | +1,161 | $3.2M | +$727.8K | 8.8% |
| Orion Porfolio Solutions, LLC | 17,723 | +498 | $4.0M | +$723.2K | 2.9% |
| Meridian Wealth Advisors, LLC | 18,244 | +395 | $4.1M | +$722.1K | 2.2% |
| Inspire Investing, LLC | 18,717 | +185 | $4.2M | +$699.1K | 1.0% |
| Dakota Wealth Management | 7,180 | +2,334 | $1.6M | +$698.0K | 48.2% |
| Jump Financial, LLC | 5,040 | +2,703 | $1.1M | +$692.2K | 115.7% |
| Sowell Financial Services LLC | 4,746 | +2,695 | $1.1M | +$680.2K | 131.4% |
| Sequoia Financial Advisors, LLC | 8,390 | +1,989 | $1.9M | +$675.4K | 31.1% |
| Investment Research & Advisory Group, Inc. | 17,958 | +146 | $4.0M | +$664.8K | 0.8% |
| FIDUCIARY FAMILY OFFICE, LLC | 8,043 | +1,890 | $1.8M | +$644.3K | 30.7% |
| JONES FINANCIAL COMPANIES LLLP | 7,677 | +1,562 | $1.7M | +$632.5K | 25.5% |
| State of Wyoming | 4,143 | +2,495 | $933.9K | +$620.9K | 151.4% |
| GeoWealth Management, LLC | 10,824 | +989 | $2.4M | +$571.8K | 10.1% |
| Pure Financial Advisors, LLC | 11,731 | +792 | $2.6M | +$566.5K | 7.2% |
| Pallas Capital Advisors LLC | 11,983 | +629 | $2.7M | +$544.5K | 5.5% |
| Norinchukin Bank, The | 10,656 | +814 | $2.4M | +$532.6K | 8.3% |
| Caliber Wealth Management, LLC / KS | 10,797 | +654 | $2.4M | +$507.2K | 6.4% |
| MIZUHO SECURITIES USA LLC | 12,400 | +18 | $2.9M | +$490.6K | 0.1% |
| Smith Salley Wealth Management | 12,916 | +132 | $2.9M | +$483.2K | 1.0% |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,600 | +1,600 | $1.0M | +$467.1K | 53.3% |
| NorthCrest Asset Manangement, LLC | 4,036 | +1,615 | $946.7K | +$460.5K | 66.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6,343 | +1,200 | $1.4M | +$455.9K | 23.3% |
| BLAIR WILLIAM & CO/IL | 7,982 | +831 | $1.8M | +$440.9K | 11.6% |
| Clearstead Advisors, LLC | 7,329 | +938 | $1.7M | +$438.1K | 14.7% |
| AlphaQuest LLC | 2,492 | +1,830 | $561.7K | +$436.0K | 276.4% |
| Kestra Advisory Services, LLC | 6,904 | +985 | $1.6M | +$432.0K | 16.6% |
| Virtue Capital Management, LLC | 3,599 | +1,872 | $749.9K | +$421.9K | 108.4% |
| Stamos Capital Partners, L.P. | 7,464 | +738 | $1.7M | +$404.9K | 11.0% |
| HB Wealth Management, LLC | 4,732 | +1,231 | $1.1M | +$401.7K | 35.2% |
| Maia Wealth LLC | 12,207 | +750 | $2.1M | -$379.7K | 6.5% |
| Meeder Advisory Services, Inc. | 3,154 | +1,397 | $710.9K | +$377.2K | 79.5% |
| Sentinus, LLC | 2,613 | +1,492 | $589.0K | +$376.1K | 133.1% |
| OneDigital Investment Advisors LLC | 6,425 | +730 | $1.4M | +$366.5K | 12.8% |
| Chicago Partners Investment Group LLC | 4,565 | +1,297 | $1.1M | +$361.3K | 39.7% |
| Fulton Bank, N.A. | 5,469 | +875 | $1.2M | +$360.2K | 19.0% |
| BRIDGES INVESTMENT MANAGEMENT INC | 9,288 | +103 | $2.1M | +$349.0K | 1.1% |
| Legacy Financial Advisors, Inc. | 5,560 | +798 | $1.3M | +$348.7K | 16.8% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 7,302 | +404 | $1.6M | +$335.7K | 5.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 9,103 | +67 | $2.1M | +$335.6K | 0.7% |
| Canada Post Corp Registered Pension Plan | 3,860 | +900 | $870.1K | +$335.2K | 30.4% |
| AE Wealth Management LLC | 7,817 | +285 | $1.8M | +$331.4K | 3.8% |
| Empowered Funds, LLC | 7,877 | +266 | $1.8M | +$329.9K | 3.5% |
| CRUX WEALTH ADVISORS | 8,400 | +144 | $1.9M | +$325.3K | 1.7% |
| J.Safra Asset Management Corp | 3,397 | +975 | $765.7K | +$314.9K | 40.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,049 | +151 | $1.8M | +$314.2K | 1.9% |
| QRG CAPITAL MANAGEMENT, INC. | 4,494 | +804 | $1.0M | +$312.2K | 21.8% |
| KENNEDY CAPITAL MANAGEMENT LLC | 6,855 | +192 | $1.5M | +$279.6K | 2.9% |
| Dynamic Advisor Solutions LLC | 4,077 | +667 | $919.0K | +$271.4K | 19.6% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,881 | +125 | $1.6M | +$267.8K | 1.9% |
| Integrated Advisors Network LLC | 7,172 | +46 | $1.6M | +$263.1K | 0.6% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 6,464 | +162 | $1.5M | +$260.0K | 2.6% |
| Caerus Investment Advisors, LLC | 2,156 | +952 | $486.0K | +$257.3K | 79.1% |
| Horizon Investments, LLC | 5,460 | +317 | $1.2M | +$253.9K | 6.2% |
| Private Advisor Group, LLC | 6,252 | +130 | $1.4M | +$246.5K | 2.1% |
| Wealthspire Advisors, LLC | 1,493 | +1,012 | $336.5K | +$245.2K | 210.4% |
| SALEM INVESTMENT COUNSELORS INC | 1,509 | +1,005 | $340.1K | +$244.4K | 199.4% |
| CHOREO, LLC | 5,266 | +236 | $1.2M | +$243.8K | 4.7% |
| Allspring Global Investments Holdings, LLC | 8,252 | +316 | $1.9M | +$242.5K | 4.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 5,809 | +187 | $1.3M | +$241.6K | 3.3% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6,732 | +2 | $1.5M | +$239.2K | 0.0% |
| Lebenthal Global Advisors, LLC | 6,269 | +86 | $1.4M | +$238.7K | 1.4% |
| Integrated Wealth Concepts LLC | 5,348 | +256 | $1.2M | +$238.3K | 5.0% |
| EverSource Wealth Advisors, LLC | 3,599 | +558 | $811.3K | +$233.6K | 18.3% |
| Byrne Asset Management LLC | 5,935 | +30 | $1.3M | +$216.2K | 0.5% |
| Outlook Wealth Advisors, LLC | 3,759 | +427 | $847.3K | +$214.4K | 12.8% |
| Turtle Creek Wealth Advisors, LLC | 2,463 | +669 | $555.2K | +$214.4K | 37.3% |
| PROFUND ADVISORS LLC | 2,771 | +575 | $624.6K | +$207.5K | 26.2% |
| Allred Capital Management, LLC | 4,839 | +187 | $1.1M | +$207.2K | 4.0% |
| EVERPAR ADVISORS LLC | 2,094 | +698 | $472.0K | +$206.9K | 50.0% |
| Waverly Advisors, LLC | 3,934 | +354 | $886.8K | +$206.8K | 9.9% |
| Krilogy Financial LLC | 3,857 | +432 | $923.5K | +$203.8K | 12.6% |
| GAMMA Investing LLC | 3,765 | +351 | $848.7K | +$200.2K | 10.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5,441 | +23 | $1.2M | +$197.4K | 0.4% |
| WADDELL & ASSOCIATES, LLC | 1,996 | +636 | $449.9K | +$191.6K | 46.8% |
| Fiduciary Trust Co | 5,131 | +48 | $1.2M | +$191.1K | 0.9% |
| QUADRANT CAPITAL GROUP LLC | 4,792 | +60 | $1.1M | +$181.4K | 1.3% |
| Arkadios Wealth Advisors | 2,693 | +424 | $606.9K | +$176.0K | 18.7% |
| Tranquilli Financial Advisor LLC | 2,293 | +484 | $516.9K | +$173.3K | 26.8% |
| Snowden Capital Advisors LLC | 2,912 | +340 | $656.4K | +$167.9K | 13.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 2,106 | +475 | $474.7K | +$164.9K | 29.1% |
| MUFG SECURITIES AMERICAS INC. | 4,588 | +3 | $1.0M | +$163.3K | 0.1% |
| SIGNATUREFD, LLC | 3,524 | +200 | $794.3K | +$162.9K | 6.0% |
| Independent Advisor Alliance | 2,284 | +410 | $514.8K | +$158.9K | 21.9% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 3,876 | +97 | $873.7K | +$155.9K | 2.6% |
| Lido Advisors, LLC | 4,721 | +604 | $931.2K | +$149.1K | 14.7% |
| CITIZENS FINANCIAL GROUP INC/RI | 2,803 | +242 | $631.9K | +$145.4K | 9.4% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1,984 | +275 | $477.2K | +$134.4K | 16.1% |
| Vise Technologies, Inc. | 2,145 | +294 | $483.5K | +$131.9K | 15.9% |
| Forum Financial Management, LP | 2,143 | +289 | $483.1K | +$130.9K | 15.6% |
| HighPoint Advisor Group LLC | 2,514 | +214 | $566.7K | +$129.8K | 9.3% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1,684 | +350 | $379.6K | +$126.2K | 26.2% |
| BROWN BROTHERS HARRIMAN & CO | 2,074 | +272 | $467.5K | +$125.2K | 15.1% |
| ROTHSCHILD INVESTMENT LLC | 910 | +470 | $205.1K | +$121.5K | 106.8% |
| Annis Gardner Whiting Capital Advisors, LLC | 2,507 | +170 | $565.1K | +$121.2K | 7.3% |
| Icon Wealth Advisors, LLC | 1,366 | +378 | $307.9K | +$120.2K | 38.3% |
| Perigon Wealth Management, LLC | 2,807 | +107 | $632.7K | +$119.9K | 4.0% |
| HARBOUR INVESTMENTS, INC. | 652 | +505 | $147.0K | +$119.0K | 343.5% |
| Brookstone Capital Management | 2,931 | +63 | $660.7K | +$115.9K | 2.2% |
| REGATTA CAPITAL GROUP, LLC | 2,424 | +158 | $546.3K | +$115.9K | 7.0% |
| EVOKE WEALTH, LLC | 2,234 | +193 | $503.6K | +$115.9K | 9.4% |
| Whalen Wealth Management Inc. | 1,768 | +258 | $398.5K | +$111.7K | 17.1% |
| waypoint wealth counsel | 1,988 | +215 | $448.1K | +$111.4K | 12.1% |
| Aptus Capital Advisors, LLC | 2,089 | +194 | $470.9K | +$110.9K | 10.2% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,143 | +174 | $483.1K | +$109.1K | 8.8% |
| Haven Private, LLC | 1,931 | +193 | $435.3K | +$105.2K | 11.1% |
| EARNED WEALTH ADVISORS, LLC | 1,572 | +251 | $354.3K | +$103.4K | 19.0% |
| Fi3 FINANCIAL ADVISORS, LLC | 1,694 | +214 | $381.8K | +$100.7K | 14.4% |
| HUNTINGTON NATIONAL BANK | 1,243 | +274 | $280.2K | +$96.1K | 28.3% |
| Waterloo Capital, L.P. | 1,331 | +244 | $300.0K | +$93.6K | 22.4% |
| Kuhn & Co Investment Counsel | 2,225 | +50 | $501.5K | +$88.4K | 2.3% |
| SYM FINANCIAL Corp | 1,652 | +143 | $372.4K | +$85.8K | 9.5% |
| ALPS ADVISORS INC | 1,863 | +99 | $419.9K | +$84.9K | 5.6% |
| Hilltop Holdings Inc. | 2,121 | +23 | $478.1K | +$79.6K | 1.1% |
| Phillips Wealth Planners LLC | 1,592 | +104 | $384.3K | +$79.2K | 7.0% |
| Advisor OS, LLC | 1,245 | +173 | $280.6K | +$77.0K | 16.1% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,814 | +58 | $408.9K | +$75.4K | 3.3% |
| Equitable Holdings, Inc. | 1,484 | +103 | $334.5K | +$72.2K | 7.5% |
| MSH Capital Advisors LLC | 1,843 | +11 | $415.4K | +$67.5K | 0.6% |
| Atlantic Union Bankshares Corp | 917 | +729 | $101.9K | +$66.2K | 387.8% |
| Peterson Wealth Services | 1,997 | +1,658 | $450.1K | +$66.1K | 489.1% |
| RWC Asset Management LLP | 1,236 | +107 | $278.6K | +$64.2K | 9.5% |
| Fortitude Family Office, LLC | 1,774 | +2 | $399.9K | +$63.3K | 0.1% |
| Kera Capital Partners, Inc. | 1,484 | +17 | $341.5K | +$62.9K | 1.1% |
| ANGELES WEALTH MANAGEMENT, LLC | 1,226 | +95 | $276.4K | +$61.5K | 8.4% |
| GREAT LAKES ADVISORS, LLC | 1,712 | +4 | $385.9K | +$61.5K | 0.2% |
| Independence Bank of Kentucky | 1,204 | +94 | $271.4K | +$60.6K | 8.5% |
| OLD NATIONAL BANCORP /IN/ | 1,546 | +16 | $348.5K | +$57.9K | 1.0% |
| Gladstone Institutional Advisory LLC | 1,566 | +7 | $353.0K | +$56.9K | 0.4% |
| CENTRAL TRUST Co | 1,406 | +10 | $316.9K | +$51.8K | 0.7% |
| OAKWORTH CAPITAL, INC. | 824 | +107 | $185.7K | +$49.6K | 14.9% |
| MassMutual Private Wealth & Trust, FSB | 1,274 | +8 | $287.2K | +$46.7K | 0.6% |
| UMB Bank, n.a. | 838 | +89 | $188.9K | +$46.6K | 11.9% |
| Spire Wealth Management | 830 | +89 | $187.0K | +$46.3K | 12.0% |
| Nova R Wealth, Inc. | 1,223 | +12 | $275.7K | +$45.7K | 1.0% |
| Inscription Capital, LLC | 1,274 | +2 | $287.2K | +$45.6K | 0.1% |
| Aspire Growth Partners LLC | 1,239 | +6 | $279.3K | +$45.1K | 0.5% |
| Hamilton Wealth, LLC | 1,182 | +14 | $266.4K | +$44.6K | 1.2% |
| True Wealth Design, LLC | 747 | +94 | $168.4K | +$44.4K | 14.4% |
| SYON CAPITAL LLC | 1,169 | +7 | $263.5K | +$42.8K | 0.6% |
| Howard Capital Management Inc. | 1,158 | +6 | $261.0K | +$42.2K | 0.5% |
| Blue Trust, Inc. | 537 | +105 | $121.0K | +$39.0K | 24.3% |
| TD Waterhouse Canada Inc. | 356 | +150 | $80.3K | +$38.3K | 72.8% |
| Wealth Watch Advisors, INC | 495 | +103 | $111.6K | +$37.1K | 26.3% |
| SJS Investment Consulting Inc. | 161 | +153 | $36.3K | +$34.8K | 1912.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 463 | +94 | $104.4K | +$34.3K | 25.5% |
| Handelsbanken Fonder AB | 258,543 | +126,554 | $58.3K | +$33.2K | 95.9% |
| JFS WEALTH ADVISORS, LLC | 785 | +116 | $94.6K | -$32.5K | 17.3% |
| Transamerica Financial Advisors, LLC | 495 | +71 | $111.6K | +$31.0K | 16.7% |
| Prestige Wealth Management Group LLC | 159 | +147 | $31.2K | +$28.9K | 1225.0% |
| Activest Wealth Management | 138 | +118 | $31.1K | +$27.3K | 590.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 696,576 | +1,639 | $157.0K | +$25.0K | 0.2% |
| Apella Capital, LLC | 1,138 | +10 | $256.5K | +$24.4K | 0.9% |
| CVA Family Office, LLC | 659 | +5 | $148.5K | +$24.3K | 0.8% |
| Root Financial Partners, LLC | 296 | +70 | $66.7K | +$23.8K | 31.0% |
| Parkside Financial Bank & Trust | 432 | +43 | $97.4K | +$23.5K | 11.1% |
| CYBER HORNET ETFs LLC | 523 | +25 | $117.9K | +$23.3K | 5.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 560 | +4 | $126.5K | +$20.8K | 0.7% |
| Quent Capital, LLC | 475 | +20 | $107.1K | +$20.6K | 4.4% |
| PGGM Investments | 243,486 | +44,788 | $54.9K | +$17.1K | 22.5% |
| Larson Financial Group LLC | 259 | +38 | $58.4K | +$16.4K | 17.2% |
| Johnson Financial Group, Inc. | 578 | +302 | $67.2K | +$14.8K | 109.4% |
| HARBOR INVESTMENT ADVISORY, LLC | 68 | +61 | $15.3K | +$14.0K | 871.4% |
| AdvisorNet Financial, Inc | 158 | +31 | $35.6K | +$11.5K | 24.4% |
| ORG Partners LLC | 100 | +34 | $22.5K | +$10.0K | 51.5% |
| Bell Investment Advisors, Inc | 84 | +30 | $18.9K | +$8.7K | 55.5% |
| NATIXIS ADVISORS, LLC | 76,065 | +24,236 | $17.1K | +$7.3K | 46.8% |
| IMG Wealth Management, Inc. | 45 | +29 | $10.1K | +$7.1K | 181.3% |
| Cornerstone Planning Group LLC | 135 | +17 | $32.4K | +$6.8K | 14.4% |
| SG Americas Securities, LLC | 50,206 | +26,161 | $11.3K | +$6.8K | 108.8% |
| Physician Wealth Advisors, Inc. | 149 | +5 | $33.6K | +$6.2K | 3.5% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 134,060 | +3,349 | $30.2K | +$5.4K | 2.6% |
| SouthState Corp | 55 | +18 | $12.4K | +$5.4K | 48.6% |
| QTR Family Wealth, LLC | 1,161 | +74 | $211.8K | +$5.4K | 6.8% |
| Fairman Group, LLC | 42 | +20 | $9.5K | +$5.3K | 90.9% |
| HIGHLINE WEALTH PARTNERS LLC | 49 | +18 | $11.0K | +$5.2K | 58.1% |
| Sachetta, LLC | 81 | +45 | $11.8K | +$5.0K | 125.0% |
| Westside Investment Management, Inc. | 153 | +6 | $34.5K | +$4.5K | 4.1% |
| Plante Moran Financial Advisors, LLC | 20 | +19 | $4.5K | +$4.3K | 1900.0% |
| CWM, LLC | 55,830 | +10,762 | $12.6K | +$4.0K | 23.9% |
| BI Asset Management Fondsmaeglerselskab A/S | 22,319 | +15,637 | $5.0K | +$3.8K | 234.0% |
| North Growth Management Ltd. | 51,000 | +7,000 | $11.4K | +$3.1K | 15.9% |
| RATIONAL ADVISORS, INC. | 54 | +5 | $12.2K | +$2.9K | 10.2% |
| Mn Services Vermogensbeheer B.V. | 67,895 | +1,895 | $15.3K | +$2.8K | 2.9% |
| WINNOW WEALTH LLC | 17 | +11 | $3.8K | +$2.7K | 183.3% |
| DiNuzzo Private Wealth, Inc. | 21 | +10 | $4.7K | +$2.6K | 90.9% |
| High Note Wealth, LLC | 35 | +7 | $7.9K | +$2.6K | 25.0% |
| Rossby Financial, LCC | 13 | +10 | $2.9K | +$2.3K | 333.3% |
| Aspect Partners, LLC | 40 | +4 | $9.0K | +$2.2K | 11.1% |
| Pinnacle Bancorp, Inc. | 29 | +6 | $6.5K | +$2.2K | 26.1% |
| Cullen/Frost Bankers, Inc. | 48 | +2 | $10.8K | +$2.1K | 4.3% |
| Bare Financial Services, Inc | 20 | +4 | $4.5K | +$1.5K | 25.0% |
| CoreCap Advisors, LLC | 8 | +6 | $1.8K | +$1.4K | 300.0% |
| AMALGAMATED BANK | 32,725 | +533 | $7.4K | +$1.3K | 1.6% |
| Sound Income Strategies, LLC | 20 | +2 | $4.8K | +$1.1K | 11.1% |
| Turning Point Benefit Group, Inc. | 6 | +4 | $1.4K | +$945 | 200.0% |
| Janney Montgomery Scott LLC | 18,001 | +971 | $4.1K | +$823 | 5.7% |
| Abound Wealth Management | 19 | +1 | $4.2K | +$767 | 5.5% |
| Rialto Wealth Management, LLC | 9 | +2 | $2.0K | +$699 | 28.6% |
| WestEnd Advisors, LLC | 7 | +2 | $1.6K | +$628 | 40.0% |
| Retirement Wealth Solutions LLC | 10 | +1 | $2.3K | +$545 | 11.1% |
| Dunhill Financial, LLC | 6 | +2 | $1.3K | +$544 | 50.0% |
| Hanson & Doremus Investment Management | 12,466 | +522 | $2.8K | +$541 | 4.4% |
| NVWM, LLC | 9 | +1 | $2.0K | +$509 | 12.5% |
| HFM Investment Advisors, LLC | 7 | +1 | $1.6K | +$438 | 16.7% |
| PARK AVENUE SECURITIES LLC | 6,735 | +266 | $1.5K | +$289 | 4.1% |
| Seneschal Advisors, LLC | 2 | +1 | $451 | +$261 | 100.0% |
| BESSEMER GROUP INC | 2,125 | +177 | $479 | +$108 | 9.1% |
| CX Institutional | 1,763 | +196 | $397 | +$99 | 12.5% |
| HANTZ FINANCIAL SERVICES, INC. | 485 | +245 | $109 | +$63 | 102.1% |
| VALLEY NATIONAL ADVISERS INC | 17 | +5 | $3 | +$1 | 41.7% |