13F QoQ Ownership Changes
IR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 126 new · 265 added · 491 reduced · 105 exited
New Positions(126)
Added To(265)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,623,131 | +1,616,445 | $128.6M | +$128.0M | 24176.6% |
| Swedbank AB | 3,878,349 | +1,628,996 | $307.2M | +$121.4M | 72.4% |
| BlackRock, Inc. | 29,986,463 | +181,947 | $2.38B | -$86.9M | 0.6% |
| Amundi | 3,027,879 | +999,040 | $239.9M | +$70.6M | 49.2% |
| FRANKLIN RESOURCES INC | 15,641,979 | +1,237,527 | $1.24B | +$49.1M | 8.6% |
| Capital Research Global Investors | 19,476,801 | +222,125 | $1.54B | -$47.8M | 1.1% |
| STATE STREET CORP | 15,458,763 | +137,325 | $1.22B | -$41.2M | 0.9% |
| FMR LLC | 7,249,712 | +764,926 | $574.3M | +$38.5M | 11.8% |
| NORGES BANK | 5,149,142 | +609,561 | $407.9M | -$37.7M | 13.4% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 472,947 | +428,373 | $37.5M | +$33.8M | 961.0% |
| APG Asset Management N.V. | 3,029,271 | +595,299 | $204.3M | +$33.2M | 24.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 606,633 | +288,372 | $48.1M | +$21.8M | 90.6% |
| Capital International Investors | 52,353,914 | +2,351,781 | $4.15B | +$16.7M | 4.7% |
| Walleye Capital LLC | 185,683 | +180,517 | $14.7M | +$14.3M | 3494.3% |
| WELLS FARGO & COMPANY/MN | 711,934 | +199,696 | $56.4M | +$14.1M | 39.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 2,219,327 | +200,689 | $177.3M | +$11.5M | 9.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 5,568,800 | +365,497 | $441.2M | +$11.3M | 7.0% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 448,513 | +146,695 | $35.5M | +$10.6M | 48.6% |
| MORGAN STANLEY | 6,565,926 | +146,021 | $520.2M | -$10.3M | 2.3% |
| JANUS HENDERSON GROUP PLC | 6,430,270 | +380,204 | $509.4M | +$9.6M | 6.3% |
| CITADEL ADVISORS LLC | 458,451 | +125,639 | $36.3M | +$8.8M | 37.8% |
| BARCLAYS PLC | 957,762 | +91,114 | $79.7M | +$8.1M | 10.5% |
| CITIGROUP INC | 581,913 | +108,476 | $46.1M | +$7.0M | 22.9% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 264,441 | +94,351 | $20.9M | +$6.9M | 55.5% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 315,264 | +88,415 | $25.0M | +$6.2M | 39.0% |
| BNP PARIBAS FINANCIAL MARKETS | 815,992 | +100,607 | $70.3M | +$6.2M | 14.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,224,944 | +32,785 | $176.3M | -$4.9M | 1.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 366,999 | +70,572 | $29.1M | +$4.6M | 23.8% |
| NZS Capital, LLC | 982,491 | +89,110 | $77.8M | +$4.0M | 10.0% |
| Rakuten Investment Management, Inc. | 48,905 | +45,513 | $4.0M | +$3.0M | 1341.8% |
| Bridgewater Associates, LP | 54,147 | +36,776 | $4.3M | +$2.9M | 211.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 34,118 | +760 | $2.7M | +$2.7M | 2.3% |
| CIBC Asset Management Inc | 90,301 | +34,730 | $7.2M | +$2.6M | 62.5% |
| NEOS Investment Management LLC | 169,113 | +36,594 | $13.4M | +$2.4M | 27.6% |
| FOX RUN MANAGEMENT, L.L.C. | 28,870 | +26,074 | $2.3M | +$2.1M | 932.5% |
| TD Waterhouse Canada Inc. | 72,075 | +28,004 | $5.7M | +$2.0M | 63.5% |
| SEI INVESTMENTS CO | 335,964 | +36,726 | $26.6M | +$1.9M | 12.3% |
| SHELTON CAPITAL MANAGEMENT | 66,478 | +24,900 | $5.3M | +$1.8M | 59.9% |
| D. E. Shaw & Co., Inc. | 46,119 | +23,966 | $3.7M | +$1.8M | 108.2% |
| TEMA ETFS LLC | 116,207 | +26,682 | $9.2M | +$1.8M | 29.8% |
| Candriam S.C.A. | 155,334 | +27,732 | $12.3M | +$1.8M | 21.7% |
| Vontobel Holding Ltd. | 25,643 | +19,401 | $2.0M | +$1.5M | 310.8% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 596,771 | +40,542 | $47.3M | +$1.3M | 7.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 42,016 | +15,975 | $3.3M | +$1.2M | 61.3% |
| Quantinno Capital Management LP | 109,266 | +18,700 | $8.7M | +$1.2M | 20.6% |
| STRS OHIO | 237,624 | +23,974 | $18.8M | +$1.2M | 11.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 790,990 | +40,615 | $63.1M | +$1.1M | 5.4% |
| TWO SIGMA INVESTMENTS, LP | 20,500 | +13,500 | $1.6M | +$1.0M | 192.8% |
| Investment Management Corp of Ontario | 32,642 | +13,719 | $2.6M | +$1.0M | 72.5% |
| Ransom Advisory, Ltd | 13,418 | +10,474 | $1.3M | +$1.0M | 355.8% |
| ALLSTATE CORP | 27,677 | +13,100 | $2.2M | +$988.2K | 89.9% |
| BANK OF MONTREAL /CAN/ | 295,708 | +23,890 | $23.4M | +$968.4K | 8.8% |
| Carmel Capital Partners, LLC | 29,759 | +12,242 | $2.4M | +$910.3K | 69.9% |
| VCI Wealth Management LLC | 23,221 | +11,753 | $1.8M | +$892.1K | 102.5% |
| ENVESTNET ASSET MANAGEMENT INC | 283,091 | +916 | $22.4M | -$886.8K | 0.3% |
| Callan Family Office, LLC | 17,418 | +11,198 | $1.4M | +$866.0K | 180.0% |
| BANK OF NOVA SCOTIA | 53,072 | +12,122 | $4.2M | +$821.1K | 29.6% |
| Steward Partners Investment Advisory, LLC | 17,095 | +10,487 | $1.4M | +$808.3K | 158.7% |
| PRINCIPAL FINANCIAL GROUP INC | 401,245 | +6,843 | $31.8M | -$798.9K | 1.7% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 70,411 | +12,425 | $5.6M | +$787.2K | 21.4% |
| Ethic Inc. | 65,812 | +11,822 | $5.2M | +$753.0K | 21.9% |
| Concurrent Investment Advisors, LLC | 19,205 | +9,332 | $1.5M | +$705.8K | 94.5% |
| Mirae Asset Global Investments Co., Ltd. | 83,176 | +11,319 | $6.6M | +$652.4K | 15.8% |
| National Pension Service | 636,270 | +18,289 | $50.4M | -$652.3K | 3.0% |
| Glenview Trust co | 319,813 | +5,498 | $25.3M | -$633.1K | 1.7% |
| MUFG Securities EMEA plc | 14,740 | +7,817 | $1.2M | +$595.7K | 112.9% |
| PNC Financial Services Group, Inc. | 174,761 | +43 | $13.8M | -$590.6K | 0.0% |
| Moran Wealth Management, LLC | 189,735 | +1,084 | $15.0M | -$555.5K | 0.6% |
| AQR CAPITAL MANAGEMENT LLC | 60,630 | +8,947 | $4.8M | +$548.6K | 17.3% |
| FIRST NATIONAL BANK OF OMAHA | 45,882 | +8,463 | $3.6M | +$543.2K | 22.6% |
| MCF Advisors LLC | 6,497 | +6,056 | $514.7K | +$478.3K | 1373.2% |
| Tower Research Capital LLC (TRC) | 8,843 | +5,510 | $700.5K | +$425.2K | 165.3% |
| NEUBERGER BERMAN GROUP LLC | 94,445 | +8,895 | $7.5M | +$413.8K | 10.4% |
| KLP KAPITALFORVALTNING AS | 145,599 | +1,100 | $11.5M | -$404.2K | 0.8% |
| &PARTNERS | 22,100 | +5,678 | $1.8M | +$396.5K | 34.6% |
| Jefferies Financial Group Inc. | 17,496 | +5,496 | $1.4M | +$394.6K | 45.8% |
| OSSIAM | 8,187 | +4,999 | $648.6K | +$385.2K | 156.8% |
| Varma Mutual Pension Insurance Co | 156,517 | +1,853 | $12.4M | -$379.1K | 1.2% |
| Rossmore Private Capital | 10,578 | +4,412 | $838.0K | +$328.6K | 71.5% |
| QUADRANT CAPITAL GROUP LLC | 15,246 | +4,552 | $1.2M | +$324.3K | 42.6% |
| First National Advisers, LLC | 44,637 | +5,739 | $3.5M | +$322.3K | 14.8% |
| Harvest Portfolios Group Inc. | 31,962 | +5,216 | $2.5M | +$322.3K | 19.5% |
| AVIVA PLC | 337,988 | +17,782 | $26.8M | +$320.0K | 5.5% |
| GOLDMAN SACHS GROUP INC | 3,049,307 | +121,729 | $241.6M | -$310.4K | 4.2% |
| M&T Bank Corp | 33,628 | +5,057 | $2.7M | +$302.8K | 17.7% |
| Unisphere Establishment | 135,100 | +9,200 | $10.7M | +$300.8K | 7.3% |
| LOOMIS SAYLES & CO L P | 4,650 | +3,777 | $368.4K | +$296.2K | 432.6% |
| Sequoia Financial Advisors, LLC | 10,722 | +3,914 | $849.4K | +$286.9K | 57.5% |
| NewEdge Wealth, LLC | 5,877 | +3,243 | $465.6K | +$259.1K | 123.1% |
| TRUIST FINANCIAL CORP | 86,040 | +434 | $6.8M | -$256.7K | 0.5% |
| GDS Wealth Management | 238,868 | +6,789 | $18.9M | -$251.2K | 2.9% |
| Walleye Trading LLC | 57,259 | +5,295 | $4.5M | +$242.8K | 10.2% |
| XTX Topco Ltd | 19,759 | +3,558 | $1.6M | +$226.8K | 22.0% |
| T. Rowe Price Investment Management, Inc. | 21,791,309 | +3,423,501 | $1.7M | +$208.8K | 18.6% |
| US BANCORP \DE\ | 48,140 | +4,336 | $3.8M | +$194.6K | 9.9% |
| Perigon Wealth Management, LLC | 5,041 | +2,468 | $399.4K | +$186.8K | 95.9% |
| AdvisorNet Financial, Inc | 23,593 | +3,175 | $1.9M | +$182.1K | 15.6% |
| ProShare Advisors LLC | 66,592 | +4,924 | $5.3M | +$180.4K | 8.0% |
| Federation des caisses Desjardins du Quebec | 13,378 | +2,691 | $1.1M | +$176.8K | 25.2% |
| WAYCROSS PARTNERS, LLC | 353,990 | +12,439 | $28.0M | -$175.9K | 3.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 39,347 | +3,610 | $3.1M | +$164.5K | 10.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,540 | +920 | $5.6M | -$163.8K | 1.3% |
| Wealthspire Advisors, LLC | 4,441 | +1,967 | $351.8K | +$147.4K | 79.5% |
| Tredje AP-fonden | 47,802 | +3,666 | $3.8M | +$140.4K | 8.3% |
| STIFEL FINANCIAL CORP | 78,893 | +1,646 | $6.3M | -$132.1K | 2.1% |
| Catalyst Funds Management Pty Ltd | 24,600 | +2,600 | $1.9M | +$131.2K | 11.8% |
| Canada Post Corp Registered Pension Plan | 8,609 | +1,920 | $682.0K | +$129.8K | 28.7% |
| CAPTRUST FINANCIAL ADVISORS | 18,046 | +2,208 | $1.4M | +$121.1K | 13.9% |
| INSIGNEO ADVISORY SERVICES, LLC | 35,689 | +82 | $2.8M | -$114.6K | 0.2% |
| Forum Financial Management, LP | 6,580 | +1,486 | $521.3K | +$100.4K | 29.2% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 19,757 | +2,135 | $1.6M | +$99.4K | 12.1% |
| Kestra Advisory Services, LLC | 29,656 | +2,412 | $2.3M | +$98.4K | 8.8% |
| Merit Financial Group, LLC | 5,348 | +1,380 | $423.6K | +$95.8K | 34.8% |
| HUNTINGTON NATIONAL BANK | 3,249 | +1,290 | $257.4K | +$95.5K | 65.8% |
| EQUITABLE TRUST CO | 46,862 | +3,079 | $3.7M | +$95.1K | 7.0% |
| Balyasny Asset Management L.P. | 5,381 | +1,362 | $426.3K | +$94.2K | 33.9% |
| Neo Ivy Capital Management | 8,722 | +1,446 | $691.0K | +$89.8K | 19.9% |
| CAPITAL FUND MANAGEMENT S.A. | 33,200 | +308 | $2.6M | -$87.4K | 0.9% |
| Creative Planning | 99,996 | +3,064 | $7.9M | -$86.9K | 3.2% |
| Cetera Investment Advisers | 79,161 | +4,251 | $6.3M | +$82.1K | 5.7% |
| Inspire Investing, LLC | 42,205 | +2,694 | $3.3M | +$79.1K | 6.8% |
| Czech National Bank | 94,808 | +2,948 | $7.5M | -$78.8K | 3.2% |
| Focus Partners Wealth | 11,146 | +1,314 | $886.5K | +$74.2K | 13.4% |
| Farther Finance Advisors, LLC | 5,265 | +1,092 | $417.1K | +$72.3K | 26.2% |
| Asio Capital, LLC | 56,488 | +1,483 | $4.5M | -$69.5K | 2.7% |
| MML INVESTORS SERVICES, LLC | 20,280 | +1,662 | $1.6M | +$68.4K | 8.9% |
| Vanguard Personalized Indexing Management, LLC | 46,955 | +1,228 | $3.7M | -$65.1K | 2.7% |
| Citizens Business Bank | 37,886 | +794 | $3.0M | -$63.2K | 2.1% |
| Meeder Advisory Services, Inc. | 4,700 | +955 | $372.3K | +$62.9K | 25.5% |
| OFI INVEST ASSET MANAGEMENT | 2,565 | +990 | $173.0K | +$62.3K | 62.9% |
| TD PRIVATE CLIENT WEALTH LLC | 1,258 | +800 | $99.7K | +$61.8K | 174.7% |
| Bleakley Financial Group, LLC | 24,449 | +1,750 | $1.9M | +$61.5K | 7.7% |
| SUMITOMO LIFE INSURANCE CO | 21,284 | +138 | $1.7M | -$61.0K | 0.7% |
| Clearstead Advisors, LLC | 1,674 | +804 | $132.6K | +$60.7K | 92.4% |
| Crestwood Advisors Group, LLC | 17,793 | +20 | $1.4M | -$58.9K | 0.1% |
| CENTRAL TRUST Co | 16,863 | +3 | $1.3M | -$57.1K | 0.0% |
| Arkadios Wealth Advisors | 5,779 | +905 | $457.8K | +$55.2K | 18.6% |
| Crossmark Global Holdings, Inc. | 23,970 | +357 | $1.9M | -$51.9K | 1.5% |
| GAMMA Investing LLC | 17,701 | +116 | $1.4M | -$50.6K | 0.7% |
| Curi Capital, LLC | 15,091 | +19 | $1.2M | -$49.7K | 0.1% |
| FIFTH THIRD BANCORP | 16,772 | +89 | $1.3M | -$49.7K | 0.5% |
| NATIXIS ADVISORS, LLC | 785,221 | +596,944 | $62.2K | +$46.6K | 317.1% |
| Atria Investments, Inc | 18,099 | +198 | $1.4M | -$45.2K | 1.1% |
| Empowered Funds, LLC | 15,097 | +1,157 | $1.2M | +$44.3K | 8.3% |
| Vise Technologies, Inc. | 8,362 | +854 | $662.4K | +$42.1K | 11.4% |
| BNP PARIBAS | 641 | +532 | $50.8K | +$41.8K | 488.1% |
| QRG CAPITAL MANAGEMENT, INC. | 9,099 | +880 | $720.9K | +$41.8K | 10.7% |
| J.W. COLE ADVISORS, INC. | 8,613 | +76 | $666.8K | -$38.5K | 0.9% |
| Essex Financial Services, Inc. | 4,416 | +645 | $349.8K | +$38.2K | 17.1% |
| BROWN BROTHERS HARRIMAN & CO | 3,313 | +583 | $262.5K | +$36.9K | 21.4% |
| WEATHERLY ASSET MANAGEMENT L. P. | 11,259 | +17 | $891.9K | -$36.9K | 0.1% |
| Norinchukin Bank, The | 22,302 | +1,358 | $1.8M | +$36.4K | 6.5% |
| Marks Group Wealth Management, Inc | 101,320 | +4,598 | $8.0M | +$35.4K | 4.8% |
| NewEdge Advisors, LLC | 7,007 | +711 | $555.1K | +$34.9K | 11.3% |
| Global Retirement Partners, LLC | 3,996 | +563 | $316.5K | +$32.9K | 16.4% |
| Ascent Group, LLC | 13,410 | +164 | $1.1M | -$32.0K | 1.2% |
| Clark Capital Management Group, Inc. | 9,992 | +24 | $791.6K | -$32.0K | 0.2% |
| Wedmont Private Capital | 6,425 | +380 | $522.5K | +$30.7K | 6.3% |
| RAYMOND JAMES FINANCIAL INC | 446,091 | +18,695 | $35.3M | +$27.9K | 4.4% |
| XPONANCE, INC. | 64,866 | +2,336 | $5.1M | -$27.5K | 3.7% |
| Root Financial Partners, LLC | 1,045 | +349 | $82.8K | +$25.3K | 50.1% |
| Colonial River Investments, LLC | 5,540 | +532 | $438.9K | +$25.1K | 10.6% |
| Fiduciary Trust Co | 7,627 | +23 | $604.2K | -$24.0K | 0.3% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 14,343 | +320 | $1.1M | -$22.3K | 2.3% |
| Salomon & Ludwin, LLC | 427 | +267 | $35.1K | +$21.7K | 166.9% |
| MGO ONE SEVEN LLC | 3,538 | +407 | $280.3K | +$21.6K | 13.0% |
| Compound Planning, Inc. | 3,154 | +391 | $249.9K | +$21.6K | 14.2% |
| NISA INVESTMENT ADVISORS, LLC | 100,666 | +4,394 | $8.0M | +$20.8K | 4.6% |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,480 | +472 | $434.1K | +$20.4K | 9.4% |
| Portfolio Design Labs, LLC | 15,440 | +395 | $1.2M | -$19.9K | 2.6% |
| DAVENPORT & Co LLC | 15,614 | +408 | $1.2M | -$19.4K | 2.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 23,167 | +733 | $1.8M | -$18.2K | 3.3% |
| SG Americas Securities, LLC | 251,242 | +230,101 | $19.9K | +$18.2K | 1088.4% |
| MISSION WEALTH MANAGEMENT, LP | 5,805 | +20 | $459.9K | -$18.1K | 0.3% |
| Transamerica Financial Advisors, LLC | 268 | +228 | $21.2K | +$18.0K | 570.0% |
| Sound Income Strategies, LLC | 1,462 | +45 | $128.9K | +$17.7K | 3.2% |
| GTS SECURITIES LLC | 3,693 | +365 | $292.6K | +$17.6K | 11.0% |
| Johnson Financial Group, Inc. | 262 | +222 | $20.8K | +$17.5K | 555.0% |
| Fifth Third Wealth Advisors LLC | 7,750 | +110 | $614.0K | -$17.3K | 1.4% |
| Caitong International Asset Management Co., Ltd | 199 | +198 | $15.8K | +$15.7K | 19800.0% |
| Linden Thomas Advisory Services, LLC | 17,426 | +532 | $1.4M | -$15.3K | 3.1% |
| EXENCIAL WEALTH ADVISORS, LLC | 2,840 | +299 | $225.0K | +$15.1K | 11.8% |
| Net Worth Advisory Group | 4,647 | +10 | $368.1K | -$15.0K | 0.2% |
| Pathstone Holdings, LLC | 34,203 | +1,227 | $2.7M | -$14.9K | 3.7% |
| Valeo Financial Advisors, LLC | 3,020 | +298 | $239.3K | +$14.4K | 10.9% |
| BRADLEY FOSTER & SARGENT INC/CT | 4,536 | +15 | $359.3K | -$14.2K | 0.3% |
| Lido Advisors, LLC | 4,910 | +182 | $404.7K | +$14.0K | 3.8% |
| Widmann Financial Services, Inc. | 4,253 | +6 | $336.9K | -$14.0K | 0.1% |
| Savant Capital, LLC | 8,800 | +196 | $697.1K | -$13.7K | 2.3% |
| MATHER GROUP, LLC. | 2,552 | +260 | $202.2K | +$12.8K | 11.3% |
| GREENLEAF TRUST | 5,485 | +80 | $434.5K | -$12.0K | 1.5% |
| MEEDER ASSET MANAGEMENT INC | 227 | +154 | $18.0K | +$12.0K | 210.9% |
| Aptus Capital Advisors, LLC | 4,217 | +35 | $334.1K | -$11.4K | 0.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,181 | +389 | $489.7K | +$11.1K | 6.7% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 3,408 | +12 | $270.0K | -$10.6K | 0.3% |
| Parkside Financial Bank & Trust | 1,450 | +185 | $114.9K | +$10.4K | 14.6% |
| Golden State Equity Partners | 3,479 | +267 | $275.6K | +$10.2K | 8.3% |
| McIlrath & Eck, LLC | 242 | +132 | $19.2K | +$10.1K | 120.0% |
| AMERICAN CENTURY COMPANIES INC | 14,717 | +490 | $1.2M | -$9.6K | 3.4% |
| Resonant Capital Advisors, LLC | 3,071 | +240 | $243.3K | +$9.4K | 8.5% |
| Prestige Wealth Management Group LLC | 126 | +105 | $11.0K | +$9.3K | 500.0% |
| Physician Wealth Advisors, Inc. | 156 | +117 | $12.4K | +$9.1K | 300.0% |
| Bell Investment Advisors, Inc | 439 | +125 | $34.8K | +$8.8K | 39.8% |
| Westfuller Advisors, LLC | 298 | +119 | $23.6K | +$8.8K | 66.5% |
| Horizon Investments, LLC | 12,737 | +627 | $1.0M | +$8.5K | 5.2% |
| Howard Capital Management Inc. | 2,828 | +15 | $224.0K | -$8.4K | 0.5% |
| PINNACLE ASSOCIATES LTD | 4,373 | +280 | $346.4K | +$8.3K | 6.8% |
| Generali Asset Management SPA SGR | 21,174 | +970 | $1.7M | +$8.2K | 4.8% |
| Deseret Mutual Benefit Administrators | 351 | +112 | $27.8K | +$8.1K | 46.9% |
| Manchester Capital Management LLC | 220 | +101 | $17.4K | +$7.6K | 84.9% |
| Andina Capital Management, LLC | 5,628 | +145 | $445.9K | -$7.2K | 2.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,354 | +224 | $265.7K | +$7.1K | 7.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 444,259 | +101,439 | $35.2K | +$6.9K | 29.6% |
| FINANCIAL CONSULATE, INC | 198 | +88 | $15.7K | +$6.6K | 80.0% |
| Steigerwald, Gordon & Koch Inc. | 348 | +68 | $27.6K | +$4.4K | 24.3% |
| Rossby Financial, LCC | 99 | +58 | $7.8K | +$4.4K | 141.5% |
| HANCOCK WHITNEY CORP | 25,232 | +989 | $2.0M | -$4.1K | 4.1% |
| CVA Family Office, LLC | 1,100 | +3 | $87.1K | -$3.5K | 0.3% |
| Clearstead Trust, LLC | 519 | +63 | $41.1K | +$3.4K | 13.8% |
| Sunbelt Securities, Inc. | 212 | +50 | $16.8K | +$3.4K | 30.9% |
| MassMutual Private Wealth & Trust, FSB | 1,791 | +33 | $141.9K | -$3.4K | 1.9% |
| JFS WEALTH ADVISORS, LLC | 207 | +45 | $16.4K | +$3.0K | 27.8% |
| WPG Advisers, LLC | 93 | +38 | $7.4K | +$2.8K | 69.1% |
| Abound Wealth Management | 88 | +37 | $6.9K | +$2.8K | 72.5% |
| AA Financial Advisors, LLC | 2,594 | +74 | $205.5K | -$2.7K | 2.9% |
| Foster Group, Inc. | 2,920 | +88 | $231.3K | -$2.7K | 3.1% |
| North Star Investment Management Corp. | 599 | +55 | $47.5K | +$2.5K | 10.1% |
| PRIVATE TRUST CO NA | 1,814 | +103 | $143.7K | +$2.3K | 6.0% |
| Daiwa Securities Group Inc. | 227,770 | +36,249 | $18.0K | +$2.2K | 18.9% |
| Cornerstone Planning Group LLC | 156 | +15 | $13.3K | +$2.2K | 10.6% |
| ROTHSCHILD INVESTMENT LLC | 1,243 | +27 | $98.5K | -$2.0K | 2.2% |
| Smartleaf Asset Management LLC | 2,729 | +86 | $220.1K | +$1.9K | 3.3% |
| HB Wealth Management, LLC | 10,041 | +436 | $795.5K | +$1.9K | 4.5% |
| Larson Financial Group LLC | 1,178 | +26 | $93.3K | -$1.8K | 2.3% |
| HighPoint Advisor Group LLC | 5,651 | +211 | $447.7K | -$1.8K | 3.9% |
| Dogwood Wealth Management LLC | 52 | +22 | $4.1K | +$1.6K | 73.3% |
| PATRON PARTNERS, LLC | 4,405 | +198 | $349.0K | +$1.4K | 4.7% |
| SJS Investment Consulting Inc. | 34 | +16 | $2.7K | +$1.2K | 88.9% |
| WINNOW WEALTH LLC | 16 | +13 | $1.3K | +$1.0K | 433.3% |
| EASTERN BANK | 448 | +6 | $35.5K | -$1.0K | 1.4% |
| Quantitative Investment Management, LLC | 21,365 | +11,687 | $1.7K | +$893 | 120.8% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 310 | +2 | $24.6K | -$889 | 0.6% |
| Bay Harbor Wealth Management, LLC | 33 | +12 | $2.6K | +$879 | 57.1% |
| Bare Financial Services, Inc | 22 | +11 | $1.7K | +$833 | 100.0% |
| Murphy & Mullick Capital Management Corp | 401 | +7 | $31.8K | -$785 | 1.8% |
| CYBER HORNET ETFs LLC | 1,164 | +56 | $92.2K | +$669 | 5.0% |
| UMB Bank, n.a. | 657 | +20 | $52.0K | -$581 | 3.1% |
| American Capital Advisory, LLC | 20 | +7 | $1.6K | +$510 | 53.8% |
| CANADA LIFE ASSURANCE Co | 232,933 | +3,299 | $18.5K | -$497 | 1.4% |
| Wealth Watch Advisors, INC | 14 | +6 | $1.1K | +$448 | 75.0% |
| Fortitude Family Office, LLC | 93 | +9 | $7.4K | +$427 | 10.7% |
| ANTIPODES PARTNERS Ltd | 502 | +16 | $39.8K | -$385 | 3.3% |
| NVWM, LLC | 12 | +5 | $951 | +$373 | 71.4% |
| Quaker Wealth Management, LLC | 14 | +4 | $1.1K | +$283 | 40.0% |
| Dunhill Financial, LLC | 35 | +4 | $2.8K | +$219 | 12.9% |
| Grove Bank & Trust | 2,480 | +100 | $196.5K | -$170 | 4.2% |
| Mn Services Vermogensbeheer B.V. | 155,187 | +4,487 | $12.3K | -$157 | 3.0% |
| Janney Montgomery Scott LLC | 49,267 | +1,093 | $3.9K | -$77 | 2.3% |
| BI Asset Management Fondsmaeglerselskab A/S | 28,980 | +569 | $2.3K | -$51 | 2.0% |
| CX Institutional | 4,195 | +580 | $332 | +$33 | 16.0% |
| HANTZ FINANCIAL SERVICES, INC. | 830 | +246 | $66 | +$18 | 42.1% |
| WEDBUSH SECURITIES INC | 7,592 | +195 | $601 | -$10 | 2.6% |
| CoreCap Advisors, LLC | 47 | +2 | $3.7K | +$5 | 4.4% |
| GW&K Investment Management, LLC | 519 | +71 | $41 | +$4 | 15.8% |
| CWM, LLC | 9,570 | +421 | $758 | +$2 | 4.6% |