13F QoQ Ownership Changes
J Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 149 new · 301 added · 462 reduced · 93 exited
New Positions(149)
Added To(301)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Focus Partners Wealth | 1,338,698 | +952,151 | $177.3M | +$119.4M | 246.3% |
| BlackRock, Inc. | 9,623,932 | +490,765 | $1.27B | -$93.9M | 5.4% |
| STATE STREET CORP | 7,367,828 | +243,345 | $975.9M | -$91.7M | 3.4% |
| L1 Capital International Pty Ltd | 723,533 | +567,478 | $95.8M | +$72.5M | 363.6% |
| JANUS HENDERSON GROUP PLC | 468,552 | +446,048 | $62.1M | +$58.7M | 1982.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,219,481 | +28,076 | $424.8M | -$51.5M | 0.9% |
| Ninety One UK Ltd | 3,156,313 | +86,677 | $418.1M | -$41.9M | 2.8% |
| Robeco Institutional Asset Management B.V. | 412,481 | +255,539 | $54.6M | +$31.1M | 162.8% |
| Invesco Ltd. | 2,646,374 | +135,585 | $350.5M | -$25.7M | 5.4% |
| MORGAN STANLEY | 3,379,681 | +552,277 | $447.7M | +$24.0M | 19.5% |
| NORTHERN TRUST CORP | 1,283,052 | +27,442 | $170.0M | -$18.2M | 2.2% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 250,650 | +138,848 | $33.2M | +$16.4M | 124.2% |
| CITADEL ADVISORS LLC | 573,025 | +175,112 | $75.9M | +$16.3M | 44.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 860,536 | +4,449 | $114.0M | -$14.3M | 0.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 800,646 | +20,223 | $106.1M | -$10.9M | 2.6% |
| BARCLAYS PLC | 342,046 | +97,254 | $45.0M | +$8.3M | 39.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 773,200 | +144,620 | $102.4M | +$8.2M | 23.0% |
| Man Group plc | 68,986 | +59,570 | $9.1M | +$7.7M | 632.6% |
| GOLDMAN SACHS GROUP INC | 852,803 | +146,259 | $113.0M | +$7.1M | 20.7% |
| DEUTSCHE BANK AG\ | 468,467 | +7,164 | $62.1M | -$7.1M | 1.6% |
| Pictet Asset Management Holding SA | 126,717 | +60,278 | $16.8M | +$6.8M | 90.7% |
| BANK OF NOVA SCOTIA | 203,398 | +65,221 | $26.9M | +$6.2M | 47.2% |
| Tredje AP-fonden | 328,975 | +77,598 | $43.6M | +$5.9M | 30.9% |
| Nuveen, LLC | 332,427 | +68 | $44.0M | -$5.8M | 0.0% |
| AMERIPRISE FINANCIAL INC | 1,701,594 | +164,132 | $225.4M | -$5.0M | 10.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 40,832 | +37,600 | $5.4M | +$4.9M | 1163.4% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 51,437 | +38,367 | $6.8M | +$4.9M | 293.6% |
| INTECH INVESTMENT MANAGEMENT LLC | 53,692 | +37,120 | $7.1M | +$4.6M | 224.0% |
| Mariner, LLC | 86,492 | +40,890 | $11.5M | +$4.6M | 89.7% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 254,792 | +301 | $33.7M | -$4.4M | 0.1% |
| ALLIANCEBERNSTEIN L.P. | 264,797 | +4,041 | $35.1M | -$4.0M | 1.5% |
| Vontobel Holding Ltd. | 361,112 | +15,927 | $47.8M | -$3.9M | 4.6% |
| ZWJ INVESTMENT COUNSEL INC | 219,579 | +832 | $29.1M | -$3.7M | 0.4% |
| IFM Investors Pty Ltd | 26,686 | +2,012 | $3.5K | -$3.6M | 8.2% |
| Stratos Wealth Advisors, LLC | 33,740 | +25,194 | $4.5M | +$3.2M | 294.8% |
| TWO SIGMA INVESTMENTS, LP | 419,405 | +28,781 | $55.6M | -$3.0M | 7.4% |
| SEI INVESTMENTS CO | 260,548 | +10,701 | $34.5M | -$2.9M | 4.3% |
| WATERS PARKERSON & CO., LLC | 226,128 | +7,965 | $30.0M | -$2.7M | 3.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 248,401 | +6,030 | $33.6M | -$2.7M | 2.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 21,858 | +20,237 | $2.9M | +$2.7M | 1248.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 68,800 | +40,143 | $7.0M | +$2.7M | 140.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 231,778 | +9,110 | $30.7M | -$2.7M | 4.1% |
| NewEdge Advisors, LLC | 27,696 | +20,932 | $3.7M | +$2.7M | 309.5% |
| Crossmark Global Holdings, Inc. | 24,819 | +19,427 | $3.3M | +$2.5M | 360.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 29,503 | +19,771 | $3.9M | +$2.5M | 203.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 155,261 | +33,603 | $20.6M | +$2.3M | 27.6% |
| Aberdeen Group plc | 183,038 | +5,036 | $24.2M | -$2.3M | 2.8% |
| Qube Research & Technologies Ltd | 209,076 | +37,450 | $27.7M | +$2.0M | 21.8% |
| Quantinno Capital Management LP | 72,343 | +21,181 | $9.6M | +$1.9M | 41.4% |
| Calamos Advisors LLC | 41,000 | +17,500 | $5.4M | +$1.9M | 74.5% |
| BANK OF MONTREAL /CAN/ | 119,677 | +1,439 | $15.9M | -$1.9M | 1.2% |
| Gotham Asset Management, LLC | 130,108 | +2,654 | $17.2M | -$1.9M | 2.1% |
| PRINCIPAL FINANCIAL GROUP INC | 133,704 | +3,170 | $17.7M | -$1.9M | 2.4% |
| Amundi | 682,908 | +81,777 | $90.5M | -$1.6M | 13.6% |
| XTX Topco Ltd | 18,210 | +12,305 | $2.4M | +$1.5M | 208.4% |
| Union Bancaire Privee, UBP SA | 15,664 | +12,080 | $1.9M | +$1.4M | 337.1% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 58,000 | +16,000 | $7.7M | +$1.4M | 38.1% |
| TWO SIGMA ADVISERS, LP | 139,700 | +7,200 | $18.5M | -$1.4M | 5.4% |
| Compagnie Lombard Odier SCmA | 139,730 | +7,335 | $18.5M | -$1.3M | 5.5% |
| STIFEL FINANCIAL CORP | 106,259 | +3,503 | $14.1M | -$1.3M | 3.4% |
| Callan Family Office, LLC | 12,905 | +9,469 | $1.7M | +$1.2M | 275.6% |
| AVIVA PLC | 116,321 | +5,554 | $15.4M | -$1.2M | 5.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 145,019 | +9,033 | $19.2M | -$1.2M | 6.6% |
| GREENWOOD GEARHART INC | 75,923 | +1,090 | $10.1M | -$1.2M | 1.4% |
| Crestwood Advisors Group, LLC | 82,663 | +2,362 | $10.9M | -$1.1M | 2.9% |
| LPL Financial LLC | 162,247 | +11,612 | $21.5M | -$1.1M | 7.7% |
| McKinley Carter Wealth Services, Inc. | 64,048 | +465 | $8.5M | -$1.0M | 0.7% |
| Wharton Business Group, LLC | 62,160 | +305 | $8.2M | -$1.0M | 0.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 104,081 | +5,100 | $13.8M | -$992.1K | 5.2% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 59,363 | +368 | $7.9M | -$977.8K | 0.6% |
| AlphaQuest LLC | 8,795 | +7,447 | $1.2M | +$963.0K | 552.4% |
| CIBC Asset Management Inc | 37,270 | +10,710 | $4.9M | +$956.5K | 40.3% |
| MARCO INVESTMENT MANAGEMENT LLC | 54,845 | +50 | $7.3M | -$946.8K | 0.1% |
| Belvedere Trading LLC | 10,865 | +7,765 | $1.4M | +$939.5K | 250.5% |
| FEDERATED HERMES, INC. | 60,416 | +929 | $8.0M | -$912.0K | 1.6% |
| STRS OHIO | 10,051 | +7,205 | $1.3M | +$904.9K | 253.2% |
| Federation des caisses Desjardins du Quebec | 65,428 | +1,811 | $8.7M | -$867.1K | 2.8% |
| QRG CAPITAL MANAGEMENT, INC. | 57,433 | +1,141 | $7.6M | -$828.3K | 2.0% |
| Balyasny Asset Management L.P. | 8,070 | +6,300 | $1.1M | +$803.7K | 355.9% |
| Walleye Capital LLC | 8,089 | +5,789 | $1.1M | +$726.8K | 251.7% |
| NOMURA ASSET MANAGEMENT CO LTD | 41,697 | +280 | $5.5M | -$683.6K | 0.7% |
| Berger Financial Group, Inc | 41,455 | +357 | $5.5M | -$667.9K | 0.9% |
| PDT Partners, LLC | 40,983 | +9,100 | $5.4M | +$650.6K | 28.5% |
| CIBC WORLD MARKET INC. | 12,349 | +5,690 | $1.6M | +$637.8K | 85.4% |
| ING GROEP NV | 15,448 | +5,995 | $2.0M | +$629.6K | 63.4% |
| National Pension Service | 32,432 | +7,954 | $4.3M | +$627.7K | 32.5% |
| DANSKE BANK A/S | 10,800 | +5,400 | $1.4M | +$621.3K | 100.0% |
| BLAIR WILLIAM & CO/IL | 50,965 | +1,772 | $6.8M | -$621.1K | 3.6% |
| TOTH FINANCIAL ADVISORY CORP | 65,196 | +3,448 | $8.6M | -$617.7K | 5.6% |
| American Trust Investment Advisors, LLC | 36,267 | +160 | $4.8M | -$607.1K | 0.4% |
| Ethic Inc. | 20,939 | +6,421 | $2.8M | +$597.9K | 44.2% |
| WINTON GROUP Ltd | 8,586 | +4,721 | $1.1M | +$558.1K | 122.1% |
| Ameritas Advisory Services, LLC | 5,305 | +4,256 | $702.6K | +$545.4K | 405.7% |
| NorthCrest Asset Manangement, LLC | 37,420 | +516 | $5.2M | -$535.4K | 1.4% |
| ALLSTATE CORP | 8,891 | +4,474 | $1.2M | +$515.8K | 101.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 15,535 | +5,220 | $2.1M | +$512.0K | 50.6% |
| De Lisle Partners LLP | 31,700 | +7,000 | $4.2M | +$497.8K | 28.3% |
| Advisors Asset Management, Inc. | 65,810 | +4,446 | $8.7M | -$478.8K | 7.2% |
| PNC Financial Services Group, Inc. | 39,393 | +1,620 | $5.2M | -$442.7K | 4.3% |
| NISA INVESTMENT ADVISORS, LLC | 36,471 | +1,386 | $4.8M | -$426.9K | 4.0% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 17,877 | +4,887 | $2.4M | +$421.3K | 37.6% |
| RWA WEALTH PARTNERS, LLC | 37,102 | +1,721 | $4.9M | -$387.6K | 4.9% |
| Czech National Bank | 31,520 | +1,160 | $4.2M | -$374.6K | 3.8% |
| Mitsubishi UFJ Trust & Banking Corp | 66,072 | +10,131 | $8.8M | +$368.6K | 18.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 102,760 | +9,591 | $13.6M | -$350.7K | 10.3% |
| Compass Wealth Management LLC | 28,219 | +990 | $3.7M | -$342.6K | 3.6% |
| Cetera Investment Advisers | 20,965 | +160 | $2.8M | -$340.8K | 0.8% |
| Woodline Partners LP | 20,395 | +4,597 | $2.7M | +$334.0K | 29.1% |
| Occidental Asset Management, LLC | 30,738 | +1,419 | $4.1M | -$322.2K | 4.8% |
| TCW GROUP INC | 34,205 | +1,838 | $4.5M | -$319.7K | 5.7% |
| Wilmington Savings Fund Society, FSB | 20,667 | +345 | $2.7M | -$307.9K | 1.7% |
| Illinois Municipal Retirement Fund | 5,561 | +2,660 | $736.6K | +$301.9K | 91.7% |
| TD Waterhouse Canada Inc. | 27,183 | +1,740 | $3.6M | -$286.6K | 6.8% |
| Perigon Wealth Management, LLC | 9,628 | +2,886 | $1.3M | +$265.0K | 42.8% |
| SEGALL BRYANT & HAMILL, LLC | 75,255 | +6,981 | $10.0M | -$263.2K | 10.2% |
| VIRTUS ADVISERS, LLC | 2,203 | +2,000 | $293.3K | +$262.9K | 985.2% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 16,388 | +157 | $2.2M | -$261.6K | 1.0% |
| Summit Financial, LLC | 15,049 | +8 | $2.0M | -$260.7K | 0.1% |
| Empire Financial Management Company, LLC | 14,966 | +3 | $2.0M | -$259.9K | 0.0% |
| OPPENHEIMER & CO INC | 42,304 | +3,188 | $5.6M | -$258.3K | 8.2% |
| Vise Technologies, Inc. | 3,470 | +2,127 | $459.6K | +$258.3K | 158.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 15,397 | +80 | $2.0M | -$255.9K | 0.5% |
| Rockefeller Capital Management L.P. | 8,616 | +2,696 | $1.1M | +$254.1K | 45.5% |
| JONES FINANCIAL COMPANIES LLLP | 132,658 | +12,237 | $17.6M | -$251.1K | 10.2% |
| M. Kulyk & Associates, LLC | 20,916 | +785 | $2.8M | -$246.3K | 3.9% |
| Great Lakes Retirement, Inc. | 18,927 | +580 | $2.5M | -$242.3K | 3.2% |
| United Asset Strategies, Inc. | 19,328 | +652 | $2.6M | -$238.6K | 3.5% |
| ALPS ADVISORS INC | 8,384 | +2,511 | $1.1M | +$230.4K | 42.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 13,709 | +100 | $1.8M | -$223.6K | 0.7% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 21,179 | +3,932 | $2.8M | +$220.7K | 22.8% |
| INSPIRE TRUST CO, N.A. | 43,500 | +6,500 | $5.8M | +$217.2K | 17.6% |
| Harfst & Associates, Inc. | 12,637 | +21 | $1.7M | -$216.7K | 0.2% |
| Mirae Asset Global Investments Co., Ltd. | 20,207 | +3,740 | $2.7M | +$208.9K | 22.7% |
| Ransom Advisory, Ltd | 1,900 | +1,500 | $265.6K | +$205.7K | 375.0% |
| West Tower Group, LLC | 8,000 | +2,300 | $1.1M | +$205.5K | 40.4% |
| BankPlus Trust Department | 3,098 | +1,726 | $410.4K | +$204.8K | 125.8% |
| Pathstone Holdings, LLC | 15,303 | +420 | $2.0M | -$203.3K | 2.8% |
| MML INVESTORS SERVICES, LLC | 19,733 | +942 | $2.6M | -$202.2K | 5.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 97,827 | +12,704 | $13.0M | +$201.6K | 14.9% |
| ROTHSCHILD INVESTMENT LLC | 11,232 | +9 | $1.5M | -$194.1K | 0.1% |
| Red Spruce Capital, LLC | 15,053 | +466 | $2.0M | -$192.1K | 3.2% |
| Investment Management Corp of Ontario | 10,225 | +2,460 | $1.4M | +$190.7K | 31.7% |
| Curi Capital, LLC | 10,785 | +15 | $1.4M | -$185.4K | 0.1% |
| Malaga Cove Capital, LLC | 14,377 | +434 | $1.9M | -$185.1K | 3.1% |
| State of Wyoming | 2,922 | +1,541 | $387.0K | +$180.1K | 111.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,963 | +444 | $1.8M | -$176.4K | 3.3% |
| Apollon Wealth Management, LLC | 10,105 | +5 | $1.3M | -$175.1K | 0.0% |
| CREDIT AGRICOLE S A | 4,654 | +1,703 | $616.5K | +$174.2K | 57.7% |
| Vident Advisory, LLC | 10,156 | +19 | $1.3M | -$173.9K | 0.2% |
| Summit Trail Advisors, LLC | 14,994 | +2,893 | $2.0M | +$172.7K | 23.9% |
| Elo Mutual Pension Insurance Co | 33,626 | +5,017 | $4.5M | +$166.8K | 17.5% |
| LOUISBOURG INVESTMENTS INC. | 47,612 | +3,284 | $5.1M | -$165.1K | 7.4% |
| FMR LLC | 89,956 | +11,538 | $11.9M | +$163.8K | 14.7% |
| Baird Financial Group, Inc. | 15,353 | +813 | $2.0M | -$145.3K | 5.6% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 13,201 | +234 | $1.8M | -$144.9K | 1.8% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,034 | +1,021 | $137.0K | +$135.0K | 7853.8% |
| Tidal Investments LLC | 24,572 | +1,959 | $3.3M | -$134.0K | 8.7% |
| Kestra Advisory Services, LLC | 11,524 | +457 | $1.5M | -$132.0K | 4.1% |
| Assenagon Asset Management S.A. | 8,552 | +112 | $1.1M | -$132.0K | 1.3% |
| BNP PARIBAS FINANCIAL MARKETS | 207,533 | +23,222 | $27.5M | -$131.0K | 12.6% |
| ProShare Advisors LLC | 22,367 | +1,745 | $3.0M | -$127.7K | 8.5% |
| Hilltop National Bank | 8,642 | +152 | $1.1M | -$127.6K | 1.8% |
| Dorsey & Whitney Trust CO LLC | 8,014 | +118 | $1.1M | -$121.8K | 1.5% |
| CAPTRUST FINANCIAL ADVISORS | 31,784 | +2,904 | $4.2M | -$117.9K | 10.1% |
| Legacy Bridge, LLC | 7,947 | +148 | $1.1M | -$116.1K | 1.9% |
| StoneX Group Inc. | 2,806 | +1,088 | $372.6K | +$115.2K | 63.3% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 5,784 | +1,437 | $766.1K | +$114.7K | 33.0% |
| EVOKE WEALTH, LLC | 14,261 | +953 | $1.9M | -$105.5K | 7.2% |
| Quarry LP | 784 | +769 | $103.8K | +$101.6K | 5126.7% |
| MACKENZIE FINANCIAL CORP | 13,042 | +733 | $1.7M | -$101.2K | 6.0% |
| Hilltop Holdings Inc. | 7,033 | +156 | $931.5K | -$99.1K | 2.3% |
| PRUDENTIAL PLC | 5,977 | +52 | $791.7K | -$96.2K | 0.9% |
| Gratus Wealth Advisors, LLC | 6,193 | +81 | $820.3K | -$95.7K | 1.3% |
| Pacer Advisors, Inc. | 11,665 | +1,981 | $1.5M | +$93.9K | 20.4% |
| DAVENPORT & Co LLC | 22,927 | +2,053 | $3.0M | -$91.3K | 9.8% |
| Waverly Advisors, LLC | 5,024 | +1,186 | $665.4K | +$90.2K | 30.9% |
| M&T Bank Corp | 8,005 | +1,519 | $1.1M | +$88.5K | 23.4% |
| DOVER ADVISORS, LLC | 7,171 | +250 | $949.9K | -$87.3K | 3.6% |
| Mutual Advisors, LLC | 3,121 | +39 | $413.4K | -$82.0K | 1.3% |
| Sequoia Financial Advisors, LLC | 6,536 | +216 | $865.8K | -$81.4K | 3.4% |
| EPG Wealth Management LLC | 5,122 | +63 | $678.5K | -$79.6K | 1.2% |
| Equitable Holdings, Inc. | 3,109 | +886 | $411.8K | +$78.7K | 39.9% |
| Krilogy Financial LLC | 4,342 | +28 | $594.8K | -$78.2K | 0.6% |
| J.W. COLE ADVISORS, INC. | 5,686 | +198 | $751.9K | -$70.5K | 3.6% |
| TWIN CAPITAL MANAGEMENT INC | 4,297 | +30 | $569.2K | -$70.3K | 0.7% |
| Procyon Advisors, LLC | 2,233 | +728 | $295.8K | +$70.2K | 48.4% |
| Hilton Capital Management, LLC | 24,414 | +2,378 | $3.2M | -$68.4K | 10.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,481 | +67 | $593.5K | -$67.9K | 1.5% |
| NewEdge Wealth, LLC | 2,114 | +741 | $280.0K | +$65.9K | 54.0% |
| NEOS Investment Management LLC | 17,494 | +2,470 | $2.3M | +$65.8K | 16.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3,819 | +9 | $505.9K | -$65.1K | 0.2% |
| UMB Bank, n.a. | 5,755 | +244 | $762.3K | -$63.6K | 4.4% |
| Aspire Capital Advisors LLC | 5,431 | +209 | $719.4K | -$63.2K | 4.0% |
| Empowered Funds, LLC | 7,743 | +490 | $1.0M | -$61.3K | 6.8% |
| Envestnet Portfolio Solutions, Inc. | 4,260 | +117 | $564.3K | -$56.5K | 2.8% |
| Forum Financial Management, LP | 3,187 | +1 | $422.2K | -$55.3K | 0.0% |
| Cullen/Frost Bankers, Inc. | 104,407 | +11,761 | $13.8M | -$54.3K | 12.7% |
| BROGAN FINANCIAL, INC. | 3,153 | +8 | $417.6K | -$53.7K | 0.3% |
| Focus Partners Advisor Solutions, LLC | 5,115 | +1,032 | $677.7K | +$53.5K | 25.3% |
| Advisory Services Network, LLC | 9,055 | +1,404 | $1.2M | +$52.8K | 18.4% |
| Norinchukin Bank, The | 8,590 | +665 | $1.1M | -$49.8K | 8.4% |
| Strategic Advisors LLC | 17,537 | +2,364 | $2.3M | +$49.1K | 15.6% |
| Apella Capital, LLC | 2,076 | +2 | $275.0K | -$48.7K | 0.1% |
| Lebenthal Global Advisors, LLC | 9,161 | +1,384 | $1.2M | +$48.1K | 17.8% |
| Canada Post Corp Registered Pension Plan | 2,866 | +630 | $379.6K | +$47.7K | 28.2% |
| Sivia Capital Partners, LLC | 2,718 | +5 | $360.0K | -$46.5K | 0.2% |
| &PARTNERS | 7,957 | +616 | $1.1M | -$46.2K | 8.4% |
| OneDigital Investment Advisors LLC | 2,935 | +41 | $388.8K | -$44.9K | 1.4% |
| ARGUS INVESTORS' COUNSEL, INC. | 3,988 | +177 | $528.3K | -$42.9K | 4.6% |
| Shoker Investment Counsel, Inc. | 2,514 | +6 | $333.1K | -$42.8K | 0.2% |
| Brookstone Capital Management | 5,244 | +327 | $694.6K | -$42.2K | 6.7% |
| MAI Capital Management | 3,971 | +180 | $526.0K | -$42.1K | 4.7% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 2,742 | +60 | $363.2K | -$38.7K | 2.2% |
| Dynamic Wealth Strategies, LLC | 1,877 | +472 | $248.6K | +$38.1K | 33.6% |
| Compound Planning, Inc. | 2,263 | +13 | $299.8K | -$37.4K | 0.6% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 4,016 | +217 | $532.0K | -$37.4K | 5.7% |
| ASSETMARK, INC | 1,050 | +362 | $139.1K | +$36.0K | 52.6% |
| Klingman & Associates, LLC | 3,401 | +157 | $450.5K | -$35.6K | 4.8% |
| Tiller Private Wealth, Inc. | 2,028 | +1 | $268.7K | -$35.1K | 0.0% |
| SFE Investment Counsel | 55,203 | +6,196 | $7.3M | -$32.0K | 12.6% |
| TD Asset Management Inc | 73,133 | +8,702 | $9.7M | +$31.6K | 13.5% |
| Redmond Asset Management, LLC | 2,026 | +25 | $268.4K | -$31.5K | 1.2% |
| Legacy Trust | 3,615 | +220 | $478.8K | -$29.9K | 6.5% |
| PFG Investments, LLC | 1,781 | +13 | $235.9K | -$29.0K | 0.7% |
| Steward Partners Investment Advisory, LLC | 3,302 | +194 | $437.4K | -$28.3K | 6.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,866 | +31 | $247.2K | -$27.8K | 1.7% |
| D. E. Shaw & Co., Inc. | 7,149 | +1,014 | $947.0K | +$27.6K | 16.5% |
| Meiji Yasuda Asset Management Co Ltd. | 2,471 | +470 | $327.3K | +$27.4K | 23.5% |
| SIGNATUREFD, LLC | 1,197 | +318 | $158.5K | +$26.8K | 36.2% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,618 | +18 | $214.3K | -$25.5K | 1.1% |
| Horizon Investments, LLC | 1,949 | +58 | $258.2K | -$25.2K | 3.1% |
| Global Retirement Partners, LLC | 1,424 | +6 | $188.6K | -$23.8K | 0.4% |
| Frank, Rimerman Advisors LLC | 1,661 | +34 | $220.0K | -$23.8K | 2.1% |
| INVESTMENT PARTNERS, LTD. | 1,879 | +60 | $248.8K | -$23.8K | 3.3% |
| FIRST CITIZENS BANK & TRUST CO | 2,168 | +99 | $287.2K | -$22.9K | 4.8% |
| VAN ECK ASSOCIATES CORP | 622,723 | +219,860 | $82.5K | +$22.1K | 54.6% |
| B. Riley Wealth Advisors, Inc. | 2,384 | +137 | $315.8K | -$20.9K | 6.1% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3,495 | +545 | $462.9K | +$20.9K | 18.5% |
| Wealthspire Advisors, LLC | 1,908 | +357 | $252.7K | +$20.3K | 23.0% |
| Chesley Taft & Associates LLC | 3,745 | +300 | $496.1K | -$20.2K | 8.7% |
| Cerro Pacific Wealth Advisors LLC | 3,077 | +225 | $407.6K | -$19.8K | 7.9% |
| Kingsview Wealth Management, LLC | 4,179 | +357 | $553.6K | -$19.2K | 9.3% |
| MGO ONE SEVEN LLC | 2,528 | +173 | $334.9K | -$18.0K | 7.3% |
| SG Americas Securities, LLC | 136,046 | +134,748 | $18.0K | +$17.8K | 10381.2% |
| Anchor Investment Management, LLC | 994 | +1 | $131.7K | -$17.1K | 0.1% |
| Allianz Asset Management GmbH | 2,950 | +241 | $390.8K | -$15.2K | 8.9% |
| Western Wealth Management, LLC | 1,835 | +114 | $243.0K | -$14.9K | 6.6% |
| Parallel Advisors, LLC | 926 | +11 | $122.7K | -$14.5K | 1.2% |
| Sound Income Strategies, LLC | 1,013 | +16 | $141.8K | -$13.2K | 1.6% |
| Colonial Trust Advisors | 621 | +159 | $82.2K | +$13.0K | 34.4% |
| Root Financial Partners, LLC | 897 | +22 | $118.8K | -$12.3K | 2.5% |
| Sunbelt Securities, Inc. | 699 | +1 | $92.6K | -$12.0K | 0.1% |
| Parkside Financial Bank & Trust | 460 | +131 | $60.9K | +$11.6K | 39.8% |
| INSIGNEO ADVISORY SERVICES, LLC | 1,899 | +293 | $251.5K | +$10.9K | 18.2% |
| NATIXIS ADVISORS, LLC | 672,781 | +14,642 | $89.1K | -$9.5K | 2.2% |
| Prestige Wealth Management Group LLC | 84 | +70 | $11.3K | +$9.2K | 500.0% |
| MEEDER ASSET MANAGEMENT INC | 102 | +72 | $13.5K | +$9.0K | 240.0% |
| GABELLI FUNDS LLC | 1,630 | +130 | $215.9K | -$8.9K | 8.7% |
| Thrivent Financial for Lutherans | 589,516 | +12,620 | $78.1K | -$8.4K | 2.2% |
| BROWN BROTHERS HARRIMAN & CO | 2,780 | +267 | $368.2K | -$8.4K | 10.6% |
| Blue Trust, Inc. | 730 | +35 | $96.7K | -$7.5K | 5.0% |
| Winch Advisory Services, LLC | 345 | +1 | $45.7K | -$5.9K | 0.3% |
| HUNTINGTON NATIONAL BANK | 2,203 | +291 | $291.8K | +$5.3K | 15.2% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,375 | +1,403 | $1.6M | -$5.1K | 12.8% |
| Versant Capital Management, Inc | 269 | +5 | $35.6K | -$3.9K | 1.9% |
| Park Place Capital Corp | 87 | +35 | $11.5K | +$3.7K | 67.3% |
| IMA Advisory Services, Inc. | 30 | +26 | $4.0K | +$3.4K | 650.0% |
| CYBER HORNET ETFs LLC | 362 | +20 | $48.0K | -$3.3K | 5.8% |
| Caldwell Trust Co | 12,444 | +1,425 | $1.6M | -$3.0K | 12.9% |
| Cornerstone Planning Group LLC | 129 | +1 | $17.6K | -$2.7K | 0.8% |
| Bogart Wealth, LLC | 25 | +21 | $3.3K | +$2.7K | 525.0% |
| JFS WEALTH ADVISORS, LLC | 65 | +25 | $8.6K | +$2.6K | 62.5% |
| FIFTH THIRD BANCORP | 5,167 | +583 | $684.4K | -$2.5K | 12.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,470 | +21,647 | $5.8K | +$2.5K | 99.2% |
| PROFESSIONAL ADVISORY SERVICES INC | 177,486 | +6,175 | $23.5K | -$2.2K | 3.6% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 97,993 | +2,720 | $13.0K | -$1.3K | 2.9% |
| Lido Advisors, LLC | 17,016 | +422 | $2.5M | +$1.1K | 2.5% |
| SJS Investment Consulting Inc. | 18 | +9 | $2.4K | +$1.0K | 100.0% |
| Larson Financial Group LLC | 569 | +60 | $75.3K | -$1.0K | 11.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 21,471 | +9,227 | $2.8K | +$1.0K | 75.3% |
| Costello Asset Management, INC | 375 | +50 | $49.7K | +$968 | 15.4% |
| Mn Services Vermogensbeheer B.V. | 46,433 | +633 | $6.2K | -$713 | 1.4% |
| Measured Wealth Private Client Group, LLC | 195 | +18 | $25.8K | -$695 | 10.2% |
| Bell Investment Advisors, Inc | 49 | +10 | $6.5K | +$646 | 25.6% |
| Janney Montgomery Scott LLC | 105,624 | +8,247 | $14.0K | -$602 | 8.5% |
| Annis Gardner Whiting Capital Advisors, LLC | 473 | +52 | $62.7K | -$438 | 12.3% |
| Bay Harbor Wealth Management, LLC | 12 | +4 | $1.6K | +$391 | 50.0% |
| LINCLUDEN MANAGEMENT LTD | 50,397 | +7,952 | $6.7K | +$315 | 18.7% |
| Cambridge Investment Research Advisors, Inc. | 30,132 | +1,446 | $4.0K | -$308 | 5.0% |
| Transamerica Financial Advisors, LLC | 64 | +8 | $8.5K | +$243 | 14.3% |
| A. D. Beadell Investment Counsel, Inc. | 15,835 | +250 | $2.1K | -$238 | 1.6% |
| PARK AVENUE SECURITIES LLC | 11,295 | +169 | $1.5K | -$171 | 1.5% |
| Fortitude Family Office, LLC | 32 | +3 | $4.2K | -$107 | 10.3% |
| North Growth Management Ltd. | 95,000 | +10,000 | $12.6K | -$71 | 11.8% |
| CX Institutional | 7,582 | +509 | $1.0K | -$56 | 7.2% |
| Janney Capital Management LLC | 3,134 | +54 | $415 | -$47 | 1.8% |
| Crewe Advisors LLC | 75 | +9 | $9.9K | +$44 | 13.6% |
| WEDBUSH SECURITIES INC | 1,664 | +24 | $220 | -$26 | 1.5% |
| Dunhill Financial, LLC | 12 | +1 | $1.6K | -$18 | 9.1% |
| HANTZ FINANCIAL SERVICES, INC. | 3,303 | +403 | $438 | +$3 | 13.9% |
| GW&K Investment Management, LLC | 78 | +26 | $10 | +$2 | 50.0% |