13F QoQ Ownership Changes
ITT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 141 new · 266 added · 267 reduced · 59 exited
New Positions(141)
Added To(266)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 595,939 | +545,080 | $103.4M | +$94.3M | 1071.7% |
| Findlay Park Partners LLP | 1,230,902 | +476,702 | $213.6M | +$78.8M | 63.2% |
| Engineers Gate Manager LP | 436,889 | +419,720 | $75.8M | +$72.7M | 2444.6% |
| PANAGORA ASSET MANAGEMENT INC | 388,435 | +384,904 | $67.4M | +$66.8M | 10900.7% |
| VANGUARD GROUP INC | 8,460,467 | +620,217 | $1.47B | +$66.5M | 7.9% |
| NORGES BANK | 1,123,184 | +200,607 | $194.9M | +$56.9M | 21.7% |
| BlackRock, Inc. | 7,911,433 | +547,394 | $1.37B | +$56.3M | 7.4% |
| BANK OF MONTREAL /CAN/ | 325,899 | +311,727 | $56.5M | +$54.0M | 2199.6% |
| JANE STREET GROUP, LLC | 458,685 | +310,611 | $79.6M | +$53.1M | 209.8% |
| AQR CAPITAL MANAGEMENT LLC | 925,931 | +320,493 | $160.7M | +$52.9M | 52.9% |
| Qube Research & Technologies Ltd | 453,672 | +235,760 | $78.7M | +$39.8M | 108.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,614,929 | +217,360 | $280.3M | +$30.4M | 15.6% |
| TUDOR INVESTMENT CORP ET AL | 209,889 | +161,552 | $36.4M | +$27.8M | 334.2% |
| Squarepoint Ops LLC | 161,208 | +151,275 | $28.0M | +$26.2M | 1523.0% |
| Invesco Ltd. | 1,300,760 | +171,827 | $225.7M | +$23.9M | 15.2% |
| BNP PARIBAS FINANCIAL MARKETS | 175,050 | +123,175 | $30.4M | +$21.1M | 237.4% |
| MORGAN STANLEY | 858,072 | +142,379 | $148.9M | +$20.9M | 19.9% |
| STATE STREET CORP | 2,546,710 | +175,367 | $441.9M | +$18.0M | 7.4% |
| Allianz Asset Management GmbH | 162,513 | +96,657 | $28.2M | +$16.4M | 146.8% |
| Assenagon Asset Management S.A. | 114,426 | +84,651 | $19.9M | +$14.5M | 284.3% |
| Gotham Asset Management, LLC | 212,531 | +65,182 | $36.9M | +$10.5M | 44.2% |
| AEGON ASSET MANAGEMENT UK Plc | 169,781 | +59,163 | $29.4M | +$9.7M | 53.5% |
| Quantinno Capital Management LP | 142,952 | +57,504 | $24.8M | +$9.5M | 67.3% |
| Jump Financial, LLC | 99,464 | +55,668 | $17.3M | +$9.4M | 127.1% |
| FMR LLC | 4,742,912 | +190,099 | $822.9M | +$9.1M | 4.2% |
| NEUBERGER BERMAN GROUP LLC | 151,575 | +52,467 | $26.3M | +$8.6M | 52.9% |
| DEUTSCHE BANK AG\ | 60,495 | +47,719 | $10.5M | +$8.2M | 373.5% |
| RAYMOND JAMES FINANCIAL INC | 614,616 | +51,947 | $108.3M | +$7.7M | 9.2% |
| BROWN BROTHERS HARRIMAN & CO | 315,268 | +47,375 | $54.7M | +$6.8M | 17.7% |
| ExodusPoint Capital Management, LP | 57,523 | +37,779 | $10.0M | +$6.5M | 191.3% |
| Federation des caisses Desjardins du Quebec | 42,402 | +37,129 | $7.4M | +$6.4M | 704.1% |
| Aquatic Capital Management LLC | 39,164 | +34,166 | $6.8M | +$5.9M | 683.6% |
| Man Group plc | 37,127 | +30,241 | $6.4M | +$5.2M | 439.2% |
| Quantbot Technologies LP | 33,186 | +30,117 | $5.8M | +$5.2M | 981.3% |
| CAPITAL INTERNATIONAL SARL | 99,256 | +31,793 | $17.2M | +$5.2M | 47.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 563,785 | +43,376 | $97.8M | +$4.8M | 8.3% |
| STIFEL FINANCIAL CORP | 41,356 | +25,078 | $7.2M | +$4.3M | 154.1% |
| PDT Partners, LLC | 34,561 | +24,000 | $6.0M | +$4.1M | 227.3% |
| IEQ CAPITAL, LLC | 43,320 | +23,224 | $7.5M | +$3.9M | 115.6% |
| Horizon Investments, LLC | 22,448 | +22,434 | $3.9M | +$3.9M | 160242.9% |
| Hillsdale Investment Management Inc. | 21,110 | +21,000 | $3.7M | +$3.6M | 19090.9% |
| Tidal Investments LLC | 28,129 | +20,899 | $4.9M | +$3.6M | 289.1% |
| Capital International, Inc./CA/ | 36,935 | +20,848 | $6.4M | +$3.5M | 129.6% |
| ENVESTNET ASSET MANAGEMENT INC | 116,458 | +23,147 | $20.2M | +$3.5M | 24.8% |
| AMERICAN CENTURY COMPANIES INC | 62,560 | +20,311 | $10.9M | +$3.3M | 48.1% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 21,665 | +18,362 | $3.8M | +$3.2M | 555.9% |
| CAPITAL INTERNATIONAL LTD /CA/ | 50,338 | +18,673 | $8.7M | +$3.1M | 59.0% |
| TimesSquare Capital Management, LLC | 226,700 | +21,200 | $39.3M | +$2.6M | 10.3% |
| TWO SIGMA INVESTMENTS, LP | 87,571 | +15,808 | $15.2M | +$2.4M | 22.0% |
| Suncoast Equity Management | 28,192 | +13,731 | $4.9M | +$2.3M | 95.0% |
| Swiss National Bank | 169,800 | +17,200 | $29.5M | +$2.2M | 11.3% |
| Hudson Bay Capital Management LP | 20,377 | +12,712 | $3.5M | +$2.2M | 165.8% |
| Mariner, LLC | 46,652 | +13,011 | $8.1M | +$2.1M | 38.7% |
| Russell Investments Group, Ltd. | 72,715 | +13,631 | $12.6M | +$2.1M | 23.1% |
| Pacer Advisors, Inc. | 22,252 | +11,872 | $3.9M | +$2.0M | 114.4% |
| Cerity Partners LLC | 81,286 | +12,489 | $14.1M | +$1.8M | 18.1% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 16,758 | +10,000 | $2.9M | +$1.7M | 148.0% |
| TD Waterhouse Canada Inc. | 9,438 | +9,427 | $1.6M | +$1.6M | 85700.0% |
| MILLENNIUM MANAGEMENT LLC | 320,162 | +18,492 | $55.6M | +$1.6M | 6.1% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 119,983 | +11,351 | $20.8M | +$1.4M | 10.4% |
| NORTHERN TRUST CORP | 732,736 | +29,136 | $127.1M | +$1.4M | 4.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56,341 | +9,197 | $9.8M | +$1.3M | 19.5% |
| Bridgewater Associates, LP | 37,136 | +8,552 | $6.4M | +$1.3M | 29.9% |
| Fiera Capital Corp | 43,562 | +8,719 | $7.6M | +$1.3M | 25.0% |
| Mawer Investment Management Ltd. | 422,740 | +19,821 | $73.3M | +$1.3M | 4.9% |
| DARK FOREST CAPITAL MANAGEMENT LP | 9,694 | +7,311 | $1.7M | +$1.3M | 306.8% |
| CREDIT AGRICOLE S A | 14,613 | +7,034 | $2.5M | +$1.2M | 92.8% |
| Amundi | 18,286 | +7,241 | $3.2M | +$1.2M | 65.5% |
| Diametric Capital, LP | 10,303 | +6,419 | $1.8M | +$1.1M | 165.3% |
| Voya Investment Management LLC | 138,012 | +10,147 | $23.9M | +$1.1M | 7.9% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 33,264 | +7,000 | $5.8M | +$1.1M | 26.6% |
| GAMCO INVESTORS, INC. ET AL | 273,584 | +14,048 | $47.5M | +$1.1M | 5.4% |
| Focus Partners Wealth | 14,750 | +5,959 | $2.6M | +$987.8K | 67.8% |
| PRUDENTIAL FINANCIAL INC | 48,800 | +6,007 | $8.6M | +$972.3K | 14.0% |
| RHUMBLINE ADVISERS | 212,083 | +877 | $36.8M | -$956.7K | 0.4% |
| LAZARD ASSET MANAGEMENT LLC | 14,704 | +5,755 | $2.6M | +$951.6K | 64.3% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 81,619 | +7,645 | $14.2M | +$938.1K | 10.3% |
| STRS OHIO | 7,127 | +5,270 | $1.2M | +$904.6K | 283.8% |
| FOX RUN MANAGEMENT, L.L.C. | 8,334 | +4,980 | $1.4M | +$846.5K | 148.5% |
| Global Retirement Partners, LLC | 4,553 | +4,427 | $790.0K | +$767.5K | 3513.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 44,719 | +5,562 | $7.8M | +$759.5K | 14.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,238 | +4,486 | $2.1M | +$737.7K | 57.9% |
| PRINCIPAL FINANCIAL GROUP INC | 182,726 | +9,478 | $31.7M | +$735.0K | 5.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,504 | +4,255 | $1.1M | +$726.5K | 189.2% |
| BROWN ADVISORY INC | 8,046 | +4,188 | $1.4M | +$706.5K | 108.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22,909 | +3,774 | $4.1M | +$704.0K | 19.7% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 10,321 | +4,049 | $1.8M | +$669.6K | 64.5% |
| CAPTRUST FINANCIAL ADVISORS | 36,226 | +4,741 | $6.3M | +$657.4K | 15.1% |
| Numerai GP LLC | 8,669 | +3,730 | $1.5M | +$621.3K | 75.5% |
| GABELLI FUNDS LLC | 403,040 | +15,245 | $69.9M | +$609.2K | 3.9% |
| Illinois Municipal Retirement Fund | 9,333 | +3,538 | $1.6M | +$583.5K | 61.0% |
| Creative Planning | 33,903 | +3,954 | $5.9M | +$528.9K | 13.2% |
| Sequoia Financial Advisors, LLC | 39,385 | +4,081 | $6.8M | +$522.6K | 11.6% |
| Fisher Asset Management, LLC | 100,449 | +37 | $17.4M | -$520.6K | 0.0% |
| RBF Capital, LLC | 6,000 | +3,000 | $1.0M | +$504.8K | 100.0% |
| Summit Trail Advisors, LLC | 8,120 | +3,053 | $1.4M | +$503.1K | 60.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 58,908 | +4,447 | $10.2M | +$485.7K | 8.2% |
| MetLife Investment Management, LLC | 143,575 | +1,535 | $24.9M | -$479.4K | 1.1% |
| WELLS FARGO & COMPANY/MN | 111,603 | +5,869 | $19.4M | +$463.1K | 5.5% |
| SEGALL BRYANT & HAMILL, LLC | 163,392 | +2,251 | $28.4M | -$455.5K | 1.4% |
| BANK OF AMERICA CORP /DE/ | 750,003 | +24,461 | $130.1M | +$435.2K | 3.4% |
| OSAIC HOLDINGS, INC. | 19,277 | +2,507 | $3.3M | +$399.7K | 14.9% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 587,446 | +19,419 | $101.9M | +$387.2K | 3.4% |
| SEI INVESTMENTS CO | 99,777 | +4,822 | $17.3M | +$337.5K | 5.1% |
| Crossmark Global Holdings, Inc. | 7,653 | +2,111 | $1.3M | +$337.2K | 38.1% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 26,954 | +1,574 | $4.8M | +$308.6K | 6.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 65,581 | +220 | $11.4M | -$305.0K | 0.3% |
| Vest Financial, LLC | 36,827 | +2,769 | $6.4M | +$301.6K | 8.1% |
| Orion Porfolio Solutions, LLC | 17,482 | +2,198 | $3.0M | +$301.2K | 14.4% |
| PERSONAL CFO SOLUTIONS, LLC | 59,384 | +135 | $10.3M | -$287.6K | 0.2% |
| Kestra Advisory Services, LLC | 3,213 | +1,659 | $557.5K | +$279.8K | 106.8% |
| Aaron Wealth Advisors LLC | 3,276 | +1,627 | $568.4K | +$273.6K | 98.7% |
| Brevan Howard Capital Management LP | 8,445 | +1,727 | $1.5M | +$264.4K | 25.7% |
| State of Wyoming | 1,613 | +1,516 | $279.9K | +$262.5K | 1562.9% |
| Wealthspire Advisors, LLC | 1,985 | +1,512 | $344.4K | +$259.9K | 319.7% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 3,085 | +1,539 | $535.3K | +$258.9K | 99.5% |
| JB Capital LLC | 19,373 | +1,987 | $3.4M | +$253.5K | 11.4% |
| Qsemble Capital Management, LP | 2,830 | +1,499 | $491.0K | +$253.1K | 112.6% |
| Pictet Asset Management Holding SA | 12,811 | +1,791 | $2.2M | +$252.9K | 16.3% |
| Louisiana State Employees Retirement System | 23,800 | +2,100 | $4.1M | +$250.4K | 9.7% |
| Dynamic Technology Lab Private Ltd | 4,200 | +1,520 | $729.0K | +$250.0K | 56.7% |
| NewEdge Advisors, LLC | 1,488 | +1,379 | $258.3K | +$238.8K | 1265.1% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 12,726 | +1,628 | $2.2M | +$224.2K | 14.7% |
| Prestige Wealth Management Group LLC | 1,872 | +1,560 | $276.6K | +$220.9K | 500.0% |
| Chicago Partners Investment Group LLC | 3,834 | +1,091 | $702.2K | +$219.7K | 39.8% |
| CIBC Private Wealth Group LLC | 2,527 | +1,258 | $438.5K | +$211.6K | 99.1% |
| RATIONAL ADVISORS, INC. | 20,000 | +1,700 | $3.5M | +$198.9K | 9.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 19,009 | +1,623 | $3.3M | +$190.3K | 9.3% |
| ALGEBRIS (UK) LTD | 6,149 | +1,214 | $1.1M | +$185.9K | 24.6% |
| Callan Family Office, LLC | 2,469 | +1,096 | $428.4K | +$183.0K | 79.8% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 20,129 | +1,600 | $3.5M | +$180.3K | 8.6% |
| Corient Private Wealth LLC | 59,677 | +47,719 | $2.3M | +$176.0K | 399.1% |
| Merit Financial Group, LLC | 5,875 | +1,150 | $1.0M | +$174.8K | 24.3% |
| SummitTX Capital, L.P. | 2,083 | +941 | $361.4K | +$157.3K | 82.4% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 17,064 | +1,368 | $3.0M | +$155.0K | 8.7% |
| Ethic Inc. | 9,588 | +1,088 | $1.7M | +$144.2K | 12.8% |
| Capital International Investors | 8,797,165 | +258,936 | $1.53B | +$139.5K | 3.0% |
| Focus Partners Advisor Solutions, LLC | 4,440 | +983 | $770.4K | +$138.9K | 28.4% |
| Farther Finance Advisors, LLC | 1,877 | +816 | $325.7K | +$136.1K | 76.9% |
| M&T Bank Corp | 4,413 | +828 | $765.6K | +$124.2K | 23.1% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 21,271 | +1,252 | $3.7M | +$112.1K | 6.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9,092 | +871 | $1.6M | +$108.0K | 10.6% |
| Pathstone Holdings, LLC | 12,704 | +961 | $2.2M | +$105.1K | 8.2% |
| SYON CAPITAL LLC | 2,884 | +658 | $500.4K | +$102.5K | 29.6% |
| Bayforest Capital Ltd | 845 | +587 | $146.6K | +$100.5K | 227.5% |
| Asset Management One Co., Ltd. | 1,942 | +550 | $344.6K | +$95.7K | 39.5% |
| NISA INVESTMENT ADVISORS, LLC | 18,261 | +4 | $3.2M | -$95.2K | 0.0% |
| PIER 88 INVESTMENT PARTNERS LLC | 25,960 | +240 | $4.5M | -$93.4K | 0.9% |
| California Public Employees Retirement System | 154,400 | +4,015 | $26.8M | -$92.9K | 2.7% |
| Clearstead Advisors, LLC | 1,912 | +576 | $331.7K | +$92.9K | 43.1% |
| Fiduciary Trust Co | 2,575 | +560 | $446.8K | +$86.6K | 27.8% |
| Caprock Group, LLC | 2,778 | +443 | $482.0K | +$84.5K | 19.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 102,223 | +2,553 | $17.7M | -$80.3K | 2.6% |
| THORNBURG INVESTMENT MANAGEMENT INC | 103,356 | +2,606 | $17.9M | -$76.8K | 2.6% |
| &PARTNERS | 8,129 | +609 | $1.4M | +$76.7K | 8.1% |
| US BANCORP \DE\ | 15,370 | +39 | $2.7M | -$73.7K | 0.3% |
| Envestnet Portfolio Solutions, Inc. | 3,682 | +518 | $638.8K | +$73.3K | 16.4% |
| RWA WEALTH PARTNERS, LLC | 20,550 | +200 | $3.6M | -$72.1K | 1.0% |
| Cetera Investment Advisers | 10,474 | +704 | $1.8M | +$70.7K | 7.2% |
| Regents Gate Capital LLP | 53,666 | +1,189 | $9.3M | -$69.2K | 2.3% |
| HANCOCK WHITNEY CORP | 16,470 | +97 | $2.9M | -$69.1K | 0.6% |
| GAMMA Investing LLC | 2,608 | +442 | $452.5K | +$65.3K | 20.4% |
| Independent Advisor Alliance | 3,095 | +422 | $537.1K | +$59.3K | 15.8% |
| Caitong International Asset Management Co., Ltd | 290 | +289 | $50.3K | +$50.1K | 28900.0% |
| HB Wealth Management, LLC | 2,622 | +355 | $455.1K | +$49.7K | 15.7% |
| Family Management Corp | 1,645 | +315 | $285.4K | +$47.7K | 23.7% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 2,178 | +160 | $407.4K | +$46.7K | 7.9% |
| Private Advisor Group, LLC | 8,874 | +2 | $1.5M | -$46.3K | 0.0% |
| Maryland State Retirement & Pension System | 4,241 | +370 | $735.9K | +$43.9K | 9.6% |
| JONES FINANCIAL COMPANIES LLLP | 2,147 | +279 | $372.5K | +$42.2K | 14.9% |
| QUADRANT CAPITAL GROUP LLC | 9,257 | +37 | $1.6M | -$42.0K | 0.4% |
| HighPoint Advisor Group LLC | 2,982 | +317 | $517.4K | +$41.0K | 11.9% |
| DAVENPORT & Co LLC | 1,678 | +271 | $291.1K | +$39.6K | 19.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6,399 | +406 | $1.1M | +$39.1K | 6.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,015 | +305 | $523.2K | +$38.7K | 11.3% |
| HighTower Advisors, LLC | 10,394 | +508 | $1.8M | +$35.8K | 5.1% |
| Simmons Bank | 6,867 | +4 | $1.2M | -$35.3K | 0.1% |
| SECURIAN ASSET MANAGEMENT, INC | 6,199 | +357 | $1.1M | +$31.3K | 6.1% |
| COMMERCE BANK | 11,502 | +503 | $2.0M | +$29.5K | 4.6% |
| Smartleaf Asset Management LLC | 581 | +158 | $102.7K | +$27.8K | 37.4% |
| TWIN CAPITAL MANAGEMENT INC | 5,499 | +10 | $954.1K | -$27.1K | 0.2% |
| Savvy Advisors, Inc. | 2,137 | +209 | $370.8K | +$26.1K | 10.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1,890 | +201 | $327.9K | +$25.9K | 11.9% |
| INTECH INVESTMENT MANAGEMENT LLC | 7,866 | +372 | $1.4M | +$25.2K | 5.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 675,481 | +154,052 | $117.2K | +$24.0K | 29.5% |
| EverSource Wealth Advisors, LLC | 973 | +161 | $168.7K | +$23.7K | 19.8% |
| Register Financial Advisors LLC | 4,441 | +1 | $770.5K | -$23.2K | 0.0% |
| MML INVESTORS SERVICES, LLC | 4,639 | +264 | $805.0K | +$22.8K | 6.0% |
| Atria Investments, Inc | 4,018 | +243 | $697.2K | +$22.3K | 6.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,338 | +163 | $232.1K | +$22.1K | 13.9% |
| Versant Capital Management, Inc | 816 | +134 | $141.6K | +$19.7K | 19.6% |
| Eagle Bluffs Wealth Management LLC | 18,968 | +450 | $3.3M | -$19.1K | 2.4% |
| Compound Planning, Inc. | 2,335 | +175 | $405.2K | +$19.0K | 8.1% |
| GW&K Investment Management, LLC | 860,687 | +121,694 | $149.3K | +$17.2K | 16.5% |
| SIGNATUREFD, LLC | 2,176 | +156 | $377.6K | +$16.5K | 7.7% |
| Meiji Yasuda Asset Management Co Ltd. | 1,959 | +147 | $339.9K | +$16.0K | 8.1% |
| Cottage Street Advisors LLC | 3,004 | +4 | $521.2K | -$15.1K | 0.1% |
| RITHOLTZ WEALTH MANAGEMENT | 1,864 | +138 | $323.5K | +$14.9K | 8.0% |
| OPPENHEIMER & CO INC | 3,807 | +30 | $660.6K | -$14.6K | 0.8% |
| Police & Firemen's Retirement System of New Jersey | 35,936 | +1,136 | $6.2M | +$14.4K | 3.3% |
| Lantz Financial LLC | 1,529 | +125 | $265.3K | +$14.3K | 8.9% |
| OneDigital Investment Advisors LLC | 3,241 | +174 | $562.4K | +$14.1K | 5.7% |
| Bell Investment Advisors, Inc | 649 | +94 | $112.6K | +$13.4K | 16.9% |
| ROTHSCHILD INVESTMENT LLC | 129 | +77 | $22.4K | +$13.1K | 148.1% |
| FIRST CITIZENS BANK & TRUST CO | 1,318 | +110 | $228.7K | +$12.7K | 9.1% |
| Parkside Financial Bank & Trust | 197 | +76 | $34.2K | +$12.6K | 62.8% |
| Sterling Capital Management LLC | 5,017 | +216 | $870.5K | +$12.3K | 4.5% |
| ASSETMARK, INC | 645 | +87 | $111.9K | +$12.2K | 15.6% |
| Utah Retirement Systems | 13,198 | +327 | $2.3M | -$10.8K | 2.5% |
| LPL Financial LLC | 44,168 | +1,356 | $7.7M | +$10.6K | 3.2% |
| MEEDER ASSET MANAGEMENT INC | 89 | +59 | $15.4K | +$10.1K | 196.7% |
| TECTONIC ADVISORS LLC | 3,520 | +160 | $610.7K | +$10.0K | 4.8% |
| FIFTH THIRD BANCORP | 2,213 | +13 | $384.0K | -$9.3K | 0.6% |
| MAGNOLIA CAPITAL ADVISORS LLC | 1,620 | +95 | $281.1K | +$8.5K | 6.2% |
| Steward Partners Investment Advisory, LLC | 5,303 | +201 | $920.2K | +$8.1K | 3.9% |
| Andina Capital Management, LLC | 3,166 | +49 | $549.3K | -$7.9K | 1.6% |
| Arizona State Retirement System | 23,951 | +662 | $4.2M | -$7.4K | 2.8% |
| PROFUND ADVISORS LLC | 1,896 | +95 | $329.0K | +$7.0K | 5.3% |
| Rafferty Asset Management, LLC | 1,428 | +80 | $247.8K | +$6.8K | 5.9% |
| EntryPoint Capital, LLC | 5,489 | +198 | $952.4K | +$6.6K | 3.7% |
| Forum Financial Management, LP | 1,682 | +13 | $291.8K | -$6.5K | 0.8% |
| Transamerica Financial Advisors, LLC | 72 | +37 | $12.5K | +$6.4K | 105.7% |
| OneAscent Family Office, LLC | 1,211 | +2 | $210.2K | -$6.0K | 0.2% |
| Wealthfront Advisers LLC | 1,162 | +3 | $201.6K | -$5.6K | 0.3% |
| D.A. DAVIDSON & CO. | 1,282 | +8 | $222.6K | -$5.2K | 0.6% |
| North Star Investment Management Corp. | 1,003 | +3 | $174.1K | -$4.7K | 0.3% |
| PAYDEN & RYGEL | 112,500 | +29,000 | $19.5K | +$4.6K | 34.7% |
| FEDERATED HERMES, INC. | 7,205 | +237 | $1.3M | +$4.5K | 3.4% |
| Rockefeller Capital Management L.P. | 5,101 | +126 | $885.2K | -$4.2K | 2.5% |
| Mutual Advisors, LLC | 2,870 | +9 | $497.9K | -$4.1K | 0.3% |
| ORG Partners LLC | 197 | +27 | $34.2K | +$3.8K | 15.9% |
| Inscription Capital, LLC | 2,153 | +84 | $373.6K | +$3.7K | 4.0% |
| MGO ONE SEVEN LLC | 1,238 | +16 | $214.8K | -$3.6K | 1.3% |
| SJS Investment Consulting Inc. | 152 | +23 | $26.4K | +$3.3K | 17.8% |
| JFS WEALTH ADVISORS, LLC | 80 | +20 | $13.9K | +$3.2K | 33.3% |
| Pallas Capital Advisors LLC | 3,902 | +97 | $677.0K | -$3.1K | 2.5% |
| MAI Capital Management | 851 | +41 | $147.7K | +$2.9K | 5.1% |
| Turning Point Benefit Group, Inc. | 17 | +15 | $2.9K | +$2.6K | 750.0% |
| Everhart Financial Group, Inc. | 8,533 | +264 | $1.5M | +$2.4K | 3.2% |
| ProShare Advisors LLC | 3,406 | +88 | $591.0K | -$2.1K | 2.6% |
| STEPHENS INC /AR/ | 1,654 | +60 | $287.0K | +$2.0K | 3.8% |
| UMB Bank, n.a. | 954 | +17 | $165.5K | -$2.0K | 1.8% |
| Fulton Bank, N.A. | 3,536 | +113 | $613.5K | +$1.6K | 3.3% |
| CANADA LIFE ASSURANCE Co | 56,382 | +8,372 | $9.8K | +$1.3K | 17.4% |
| Quent Capital, LLC | 220 | +13 | $38.2K | +$1.2K | 6.3% |
| EVERPAR ADVISORS LLC | 1,239 | +30 | $215.0K | -$1.1K | 2.5% |
| BESSEMER GROUP INC | 14,641 | +5,692 | $2.5K | +$940 | 63.6% |
| SG Americas Securities, LLC | 10,390 | +4,570 | $1.8K | +$763 | 78.5% |
| Rialto Wealth Management, LLC | 211 | +2 | $36.6K | -$750 | 0.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 69,591 | +6,088 | $12.1K | +$723 | 9.6% |
| CWM, LLC | 19,092 | +4,536 | $3.3K | +$711 | 31.2% |
| Physician Wealth Advisors, Inc. | 37 | +5 | $6.4K | +$699 | 15.6% |
| Marquette Asset Management, LLC | 23 | +3 | $4.0K | +$415 | 15.0% |
| Bay Harbor Wealth Management, LLC | 8 | +2 | $1.4K | +$316 | 33.3% |
| VAN ECK ASSOCIATES CORP | 66,200 | +430 | $11.5K | -$271 | 0.7% |
| True Wealth Design, LLC | 172 | +6 | $29.8K | +$169 | 3.6% |
| HARBOUR INVESTMENTS, INC. | 38 | +2 | $6.6K | +$158 | 5.5% |
| Larson Financial Group LLC | 150 | +5 | $26.1K | +$147 | 3.4% |
| Thrivent Financial for Lutherans | 40,943 | +1,805 | $7.1K | +$108 | 4.6% |
| Treasurer of the State of North Carolina | 35,454 | +541 | $6.2K | -$89 | 1.5% |
| Janney Montgomery Scott LLC | 16,516 | +894 | $2.9K | +$73 | 5.7% |
| Dunhill Financial, LLC | 47 | +2 | $8.1K | +$62 | 4.4% |
| PARK AVENUE SECURITIES LLC | 5,197 | +474 | $902 | +$58 | 10.0% |
| AMALGAMATED BANK | 37,650 | +1,401 | $6.5K | +$53 | 3.9% |
| Cambridge Investment Research Advisors, Inc. | 3,767 | +14 | $654 | -$17 | 0.4% |
| TORONTO DOMINION BANK | 2,481 | +53 | $430.0K | $0 | 2.2% |