13F QoQ Ownership Changes
JBL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 157 new · 287 added · 483 reduced · 125 exited
New Positions(157)
Added To(287)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 1,786,241 | +294,951 | $407.3M | +$228.6M | 19.8% |
| Tidal Investments LLC | 941,012 | +930,000 | $214.6M | +$212.2M | 8445.3% |
| Point72 Asset Management, L.P. | 1,033,582 | +873,938 | $235.7M | +$201.0M | 547.4% |
| JPMORGAN CHASE & CO | 1,884,545 | +591,364 | $429.7M | +$148.9M | 45.7% |
| D. E. Shaw & Co., Inc. | 806,718 | +557,692 | $183.9M | +$129.9M | 223.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,311,633 | +519,638 | $299.1M | +$127.1M | 65.6% |
| BlackRock, Inc. | 9,695,112 | +37,797 | $2.21B | +$113.4M | 0.4% |
| Squarepoint Ops LLC | 1,067,935 | +316,455 | $243.5M | +$80.3M | 42.1% |
| TWO SIGMA INVESTMENTS, LP | 470,727 | +314,309 | $107.3M | +$73.4M | 200.9% |
| Walleye Trading LLC | 334,800 | +252,726 | $76.3M | +$58.5M | 307.9% |
| Alyeska Investment Group, L.P. | 259,921 | +234,438 | $59.3M | +$53.7M | 920.0% |
| National Pension Service | 224,903 | +191,956 | $51.3M | +$44.1M | 582.6% |
| Walleye Capital LLC | 232,972 | +190,908 | $53.1M | +$44.0M | 453.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,576,308 | +121,393 | $359.4M | +$43.5M | 8.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,913,157 | +42,422 | $661.8M | +$40.3M | 1.5% |
| PRIMECAP MANAGEMENT CO/CA/ | 3,343,670 | +12,600 | $762.4M | +$39.0M | 0.4% |
| GOLDMAN SACHS GROUP INC | 2,213,423 | +45,230 | $504.7M | +$33.8M | 2.1% |
| Vinva Investment Management Ltd | 252,769 | +107,304 | $58.9M | +$27.5M | 73.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 128,439 | +116,435 | $29.6M | +$27.0M | 970.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 144,775 | +114,598 | $33.0M | +$26.5M | 379.8% |
| MORGAN STANLEY | 1,737,085 | +34,911 | $396.1M | +$26.4M | 2.0% |
| Empowered Funds, LLC | 142,129 | +97,977 | $32.4M | +$22.8M | 221.9% |
| Freestone Grove Partners LP | 99,257 | +86,379 | $22.6M | +$19.8M | 670.7% |
| RENAISSANCE TECHNOLOGIES LLC | 187,800 | +76,300 | $42.8M | +$18.6M | 68.4% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 328,412 | +62,265 | $74.9M | +$17.1M | 23.4% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 75,976 | +67,276 | $17.3M | +$15.4M | 773.3% |
| DIMENSIONAL FUND ADVISORS LP | 1,376,173 | +1,492 | $313.8M | +$15.3M | 0.1% |
| Schonfeld Strategic Advisors LLC | 84,608 | +64,455 | $19.3M | +$14.9M | 319.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 246,791 | +52,800 | $56.3M | +$14.1M | 27.2% |
| TWO SIGMA ADVISERS, LP | 87,300 | +60,300 | $19.9M | +$14.0M | 223.3% |
| JANE STREET GROUP, LLC | 328,585 | +37,184 | $74.9M | +$11.6M | 12.8% |
| NATIONAL BANK OF CANADA /FI/ | 82,747 | +48,794 | $18.9M | +$11.5M | 143.7% |
| Concentric Capital Strategies, LP | 58,597 | +49,990 | $13.4M | +$11.5M | 580.8% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 201,208 | +44,929 | $44.6M | +$10.6M | 28.7% |
| MILLENNIUM MANAGEMENT LLC | 300,797 | +33,538 | $68.6M | +$10.5M | 12.5% |
| Quantinno Capital Management LP | 326,232 | +31,717 | $74.4M | +$10.4M | 10.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 226,020 | +13,641 | $54.3M | +$8.2M | 6.4% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 142,285 | +26,745 | $32.9M | +$8.2M | 23.1% |
| Focus Partners Wealth | 55,149 | +34,388 | $12.6M | +$8.1M | 165.6% |
| ING GROEP NV | 48,607 | +31,333 | $11.1M | +$7.3M | 181.4% |
| Lightrock Netherlands B.V. | 66,648 | +23,150 | $15.2M | +$7.2M | 53.2% |
| RAYMOND JAMES FINANCIAL INC | 461,821 | +8,274 | $105.5M | +$7.1M | 1.8% |
| AQR CAPITAL MANAGEMENT LLC | 438,172 | +7,073 | $99.9M | +$6.3M | 1.6% |
| Capitolis Liquid Global Markets LLC | 56,000 | +23,000 | $12.8M | +$5.6M | 69.7% |
| Aquatic Capital Management LLC | 25,722 | +23,357 | $5.9M | +$5.4M | 987.6% |
| BANK OF MONTREAL /CAN/ | 181,435 | +14,675 | $41.4M | +$5.2M | 8.8% |
| TODD ASSET MANAGEMENT LLC | 336,356 | +6,179 | $76.7M | +$5.0M | 1.9% |
| Y-Intercept (Hong Kong) Ltd | 32,673 | +21,177 | $7.5M | +$5.0M | 184.2% |
| Tredje AP-fonden | 32,089 | +20,722 | $7.3M | +$4.8M | 182.3% |
| Legal & General Group Plc | 405,938 | +1,714 | $92.6M | +$4.8M | 0.4% |
| TORONTO DOMINION BANK | 58,330 | +17,057 | $13.3M | +$4.3M | 41.3% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 164,233 | +10,833 | $37.4M | +$4.1M | 7.1% |
| Mediolanum International Funds Ltd | 98,262 | +10,876 | $22.8M | +$4.0M | 12.4% |
| IFM Investors Pty Ltd | 18,632 | +66 | $4.2K | -$4.0M | 0.3% |
| California Public Employees Retirement System | 219,523 | +7,222 | $50.1M | +$4.0M | 3.4% |
| Convergence Investment Partners, LLC | 23,086 | +16,724 | $5.3M | +$3.9M | 262.9% |
| Praesidium Investment Management Company, LLC | 348,980 | +147 | $79.6M | +$3.8M | 0.0% |
| Nuveen, LLC | 323,555 | +1,148 | $73.8M | +$3.8M | 0.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,575 | +15,919 | $4.5M | +$3.7M | 435.4% |
| Entropy Technologies, LP | 25,581 | +14,651 | $5.8M | +$3.5M | 134.0% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 286,647 | +1,562 | $65.4M | +$3.4M | 0.5% |
| COMMERCE BANK | 24,034 | +13,974 | $5.5M | +$3.3M | 138.9% |
| Gotham Asset Management, LLC | 213,192 | +3,707 | $48.6M | +$3.1M | 1.8% |
| Lifeworks Advisors, LLC | 35,370 | +12,264 | $8.1M | +$3.0M | 53.1% |
| ExodusPoint Capital Management, LP | 70,203 | +10,377 | $16.0M | +$3.0M | 17.3% |
| Vident Advisory, LLC | 18,818 | +11,986 | $4.3M | +$2.8M | 175.4% |
| CIBC Asset Management Inc | 25,823 | +11,124 | $5.9M | +$2.7M | 75.7% |
| Voya Investment Management LLC | 164,600 | +3,914 | $37.5M | +$2.6M | 2.4% |
| Procyon Advisors, LLC | 24,950 | +10,859 | $5.7M | +$2.6M | 77.1% |
| Parallax Volatility Advisers, L.P. | 104,586 | +6,305 | $23.8M | +$2.5M | 6.4% |
| PRINCIPAL FINANCIAL GROUP INC | 132,711 | +4,338 | $30.3M | +$2.4M | 3.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 22,710 | +8,900 | $5.2M | +$2.2M | 64.4% |
| LPL Financial LLC | 100,489 | +4,908 | $22.9M | +$2.2M | 5.1% |
| Korea Investment CORP | 48,967 | +7,200 | $11.2M | +$2.1M | 17.2% |
| MEYER HANDELMAN CO | 61,308 | +6,075 | $14.0M | +$2.0M | 11.0% |
| Concurrent Investment Advisors, LLC | 11,969 | +8,408 | $2.7M | +$2.0M | 236.1% |
| RENAISSANCE GROUP LLC | 159,794 | +801 | $36.4M | +$1.9M | 0.5% |
| HighPoint Advisor Group LLC | 19,426 | +7,399 | $4.4M | +$1.8M | 61.5% |
| AVIVA PLC | 85,953 | +4,064 | $19.6M | +$1.8M | 5.0% |
| Vontobel Holding Ltd. | 14,172 | +7,443 | $3.2M | +$1.8M | 110.6% |
| DANSKE BANK A/S | 59,479 | +5,000 | $13.6M | +$1.7M | 9.2% |
| Corient Private Wealth LLC | 99,763 | +65,917 | $9.0M | +$1.7M | 194.8% |
| CREDIT AGRICOLE S A | 61,798 | +4,161 | $14.1M | +$1.6M | 7.2% |
| L2 Asset Management, LLC | 32,648 | +4,982 | $7.4M | +$1.4M | 18.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 17,376 | +5,695 | $4.0M | +$1.4M | 48.8% |
| Caprock Group, LLC | 30,840 | +3,086 | $7.0M | +$1.3M | 11.1% |
| MetLife Investment Management, LLC | 48,277 | +3,468 | $11.0M | +$1.3M | 7.7% |
| Banque Cantonale Vaudoise | 5,282 | +5,085 | $1.2M | +$1.2M | 2581.2% |
| Woodline Partners LP | 18,238 | +4,055 | $4.2M | +$1.1M | 28.6% |
| M&T Bank Corp | 16,021 | +4,124 | $3.7M | +$1.1M | 34.7% |
| Creative Planning | 45,884 | +2,364 | $10.5M | +$1.0M | 5.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 19,013 | +3,590 | $4.3M | +$985.9K | 23.3% |
| Crossmark Global Holdings, Inc. | 35,437 | +2,602 | $8.1M | +$949.6K | 7.9% |
| ALLSTATE CORP | 7,959 | +3,939 | $1.8M | +$941.8K | 98.0% |
| Neo Ivy Capital Management | 4,732 | +3,824 | $1.1M | +$881.8K | 421.1% |
| VestGen Advisors, LLC | 5,345 | +3,695 | $1.2M | +$860.4K | 223.9% |
| Investment Management Corp of Ontario | 8,561 | +3,517 | $2.0M | +$856.7K | 69.7% |
| Cetera Investment Advisers | 49,993 | +1,235 | $11.4M | +$853.5K | 2.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 52,157 | +1,003 | $11.9M | +$783.7K | 2.0% |
| LEUTHOLD GROUP, LLC | 62,315 | +312 | $14.2M | +$743.9K | 0.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 62,247 | +181 | $14.2M | +$714.7K | 0.3% |
| NEOS Investment Management LLC | 14,762 | +2,478 | $3.4M | +$698.3K | 20.2% |
| CAPTRUST FINANCIAL ADVISORS | 14,425 | +2,295 | $3.3M | +$655.1K | 18.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 4,515 | +2,711 | $1.0M | +$637.7K | 150.3% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 11,531 | +2,341 | $2.6M | +$633.5K | 25.5% |
| Sequoia Financial Advisors, LLC | 8,085 | +2,512 | $1.8M | +$633.3K | 45.1% |
| Stanley-Laman Group, Ltd. | 24,323 | +1,676 | $5.5M | +$627.9K | 7.4% |
| Bank Julius Baer & Co. Ltd, Zurich | 14,573 | +1,927 | $3.4M | +$624.7K | 15.2% |
| Sigma Planning Corp | 6,103 | +1,718 | $1.5M | +$585.8K | 39.2% |
| Steward Partners Investment Advisory, LLC | 38,162 | +744 | $8.7M | +$575.7K | 2.0% |
| APG Asset Management N.V. | 7,394 | +2,662 | $1.4M | +$561.0K | 56.3% |
| NEUBERGER BERMAN GROUP LLC | 44,930 | +317 | $10.2M | +$556.4K | 0.7% |
| Polymer Capital Management (US) LLC | 7,798 | +2,168 | $1.8M | +$555.4K | 38.5% |
| MUFG Securities EMEA plc | 4,380 | +2,326 | $998.7K | +$552.7K | 113.2% |
| Calamos Wealth Management LLC | 3,563 | +2,317 | $812.4K | +$541.8K | 185.9% |
| ProShare Advisors LLC | 31,346 | +928 | $7.1M | +$541.6K | 3.0% |
| Vise Technologies, Inc. | 5,433 | +2,216 | $1.2M | +$540.3K | 68.9% |
| XPONANCE, INC. | 24,186 | +1,156 | $5.5M | +$513.5K | 5.0% |
| Czech National Bank | 28,172 | +915 | $6.4M | +$504.4K | 3.4% |
| PNC Financial Services Group, Inc. | 41,021 | +169 | $9.4M | +$481.8K | 0.4% |
| George Kaiser Family Foundation | 34,461 | +481 | $7.9M | +$478.4K | 1.4% |
| Krane Funds Advisors LLC | 9,228 | +1,287 | $2.1M | +$454.4K | 16.2% |
| DELTEC ASSET MANAGEMENT LLC | 11,500 | +1,500 | $2.6M | +$450.5K | 15.0% |
| Impact Partnership Wealth, LLC | 4,919 | +1,799 | $1.1M | +$444.0K | 57.7% |
| Silvercrest Asset Management Group LLC | 33,327 | +291 | $7.6M | +$424.8K | 0.9% |
| Qtron Investments LLC | 4,367 | +1,704 | $995.8K | +$417.4K | 64.0% |
| Qsemble Capital Management, LP | 4,719 | +1,606 | $1.1M | +$400.0K | 51.6% |
| Tower Research Capital LLC (TRC) | 3,854 | +1,629 | $878.8K | +$395.6K | 73.2% |
| ODDO BHF ASSET MANAGEMENT SAS | 12,552 | +1,139 | $2.9M | +$383.5K | 10.0% |
| J.W. COLE ADVISORS, INC. | 4,494 | +100 | $607.5K | -$346.8K | 2.3% |
| RITHOLTZ WEALTH MANAGEMENT | 21,960 | +456 | $5.0M | +$337.3K | 2.1% |
| PRUDENTIAL PLC | 5,175 | +1,225 | $1.2M | +$322.2K | 31.0% |
| MML INVESTORS SERVICES, LLC | 12,279 | +823 | $2.8M | +$312.1K | 7.2% |
| PRINCIPAL SECURITIES, INC. | 14,841 | +673 | $3.4M | +$307.2K | 4.8% |
| BLAIR WILLIAM & CO/IL | 7,808 | +1,024 | $1.8M | +$307.1K | 15.1% |
| TRUSTMARK BANK TRUST DEPARTMENT | 7,374 | +1,026 | $1.7M | +$302.8K | 16.2% |
| Pathstone Holdings, LLC | 13,292 | +674 | $3.0M | +$290.6K | 5.3% |
| NewEdge Wealth, LLC | 2,167 | +1,176 | $494.1K | +$277.9K | 118.7% |
| Ameritas Advisory Services, LLC | 1,431 | +1,196 | $326.3K | +$275.2K | 508.9% |
| Vestmark Advisory Solutions, Inc. | 2,408 | +1,146 | $549.1K | +$275.0K | 90.8% |
| Silvant Capital Management LLC | 18,989 | +305 | $4.3M | +$272.3K | 1.6% |
| Wealthspire Advisors, LLC | 2,111 | +1,133 | $481.4K | +$269.0K | 115.8% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 14,477 | +443 | $3.3M | +$253.3K | 3.1% |
| Frank, Rimerman Advisors LLC | 2,171 | +1,043 | $495.0K | +$250.1K | 92.5% |
| Campbell & CO Investment Adviser LLC | 7,012 | +752 | $1.6M | +$239.4K | 12.0% |
| MATHER GROUP, LLC. | 2,144 | +981 | $488.8K | +$236.3K | 84.3% |
| Kestra Advisory Services, LLC | 3,517 | +886 | $801.9K | +$230.5K | 33.7% |
| JONES FINANCIAL COMPANIES LLLP | 5,207 | +775 | $1.2M | +$230.4K | 17.5% |
| Archford Capital Strategies, LLC | 16,029 | +257 | $3.7M | +$229.5K | 1.6% |
| NorthCrest Asset Manangement, LLC | 10,599 | +34 | $2.4M | +$227.6K | 0.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,425 | +422 | $2.8M | +$226.5K | 3.5% |
| DNB Asset Management AS | 20,524 | +16 | $4.7M | +$226.2K | 0.1% |
| Kera Capital Partners, Inc. | 2,276 | +778 | $539.8K | +$214.5K | 51.9% |
| Verdence Capital Advisors LLC | 10,119 | +204 | $2.3M | +$213.1K | 2.0% |
| STEPHENS INC /AR/ | 2,341 | +845 | $533.8K | +$208.9K | 56.5% |
| GAMMA Investing LLC | 5,909 | +567 | $1.3M | +$187.2K | 10.6% |
| denkapparat Operations GmbH | 4,324 | +646 | $986.0K | +$187.2K | 17.6% |
| Ancora Advisors LLC | 904 | +799 | $206.1K | +$183.3K | 761.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 10,570 | +311 | $2.4M | +$182.2K | 3.0% |
| OMERS ADMINISTRATION Corp | 13,754 | +140 | $3.1M | +$179.6K | 1.0% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 14,675 | +79 | $3.3M | +$176.4K | 0.5% |
| NewEdge Advisors, LLC | 5,383 | +522 | $1.2M | +$171.8K | 10.7% |
| Trail Ridge Investment Advisors, LLC | 6,848 | +433 | $1.6M | +$168.3K | 6.7% |
| SYON CAPITAL LLC | 2,424 | +608 | $552.7K | +$158.3K | 33.5% |
| Ashton Thomas Private Wealth, LLC | 4,737 | +485 | $1.1M | +$156.5K | 11.4% |
| Merit Financial Group, LLC | 5,675 | +426 | $1.3M | +$154.1K | 8.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,619 | +509 | $825.2K | +$149.8K | 16.4% |
| Field & Main Bank | 1,697 | +602 | $386.9K | +$149.2K | 55.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,198 | +20 | $3.0M | +$147.5K | 0.1% |
| Norinchukin Bank, The | 6,212 | +362 | $1.4M | +$146.0K | 6.2% |
| QRG CAPITAL MANAGEMENT, INC. | 5,089 | +415 | $1.2M | +$145.3K | 8.9% |
| NOMURA HOLDINGS INC | 7,663 | +282 | $1.7M | +$144.4K | 3.8% |
| Optas, LLC | 1,920 | +564 | $437.8K | +$143.3K | 41.6% |
| B. Metzler seel. Sohn & Co. AG | 3,409 | +486 | $777.3K | +$142.5K | 16.6% |
| Camarda Financial Advisors, LLC | 10,763 | +108 | $2.5M | +$140.2K | 1.0% |
| Callan Family Office, LLC | 3,005 | +496 | $685.1K | +$140.2K | 19.8% |
| Larson Financial Group LLC | 5,660 | +343 | $1.3M | +$135.7K | 6.5% |
| Arjuna Capital | 8,838 | +180 | $2.0M | +$135.0K | 2.1% |
| Chicago Partners Investment Group LLC | 2,969 | +228 | $721.9K | +$133.9K | 8.3% |
| Sowell Financial Services LLC | 9,183 | +138 | $2.1M | +$129.5K | 1.5% |
| &PARTNERS | 3,182 | +398 | $736.8K | +$128.9K | 14.3% |
| 1832 Asset Management L.P. | 11,568 | +2 | $2.6M | +$125.9K | 0.0% |
| Clarius Group, LLC | 1,927 | +470 | $439.4K | +$123.0K | 32.3% |
| PERSONAL CFO SOLUTIONS, LLC | 1,809 | +470 | $412.5K | +$121.7K | 35.1% |
| WINCAP FINANCIAL LLC | 10,096 | +34 | $2.3M | +$116.9K | 0.3% |
| EverSource Wealth Advisors, LLC | 7,845 | +128 | $1.8M | +$113.0K | 1.6% |
| Beacon Pointe Advisors, LLC | 1,757 | +426 | $400.5K | +$111.5K | 32.0% |
| HB Wealth Management, LLC | 5,409 | +232 | $1.2M | +$109.1K | 4.5% |
| GREENLEAF TRUST | 4,007 | +275 | $913.7K | +$103.2K | 7.4% |
| Redhawk Wealth Advisors, Inc. | 5,479 | +199 | $1.2M | +$102.7K | 3.8% |
| JAG CAPITAL MANAGEMENT, LLC | 1,765 | +351 | $402.5K | +$95.4K | 24.8% |
| Colonial Trust Advisors | 7,218 | +75 | $1.6M | +$94.6K | 1.0% |
| Sterling Capital Management LLC | 2,666 | +296 | $607.9K | +$93.2K | 12.5% |
| FIFTH THIRD BANCORP | 4,313 | +209 | $983.5K | +$92.2K | 5.1% |
| Optimize Financial Inc | 6,649 | +92 | $1.5M | +$92.1K | 1.4% |
| AlphaQuest LLC | 3,472 | +237 | $791.7K | +$89.1K | 7.3% |
| Wealthfront Advisers LLC | 2,899 | +264 | $661.0K | +$88.8K | 10.0% |
| Dakota Wealth Management | 6,399 | +70 | $1.5M | +$84.5K | 1.1% |
| Baader Bank Aktiengesellschaft | 2,242 | +173 | $511.1K | +$82.5K | 8.4% |
| Kestra Investment Management, LLC | 4,661 | +139 | $1.1M | +$80.9K | 3.1% |
| MGO ONE SEVEN LLC | 1,509 | +296 | $344.1K | +$80.7K | 24.4% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 1,242 | +306 | $283.2K | +$79.9K | 32.7% |
| Baker Avenue Asset Management, LP | 2,563 | +239 | $584.4K | +$79.7K | 10.3% |
| Limestone Investment Advisors LP | 1,300 | +300 | $296.4K | +$79.3K | 30.0% |
| Kathmere Capital Management, LLC | 4,318 | +137 | $984.6K | +$76.6K | 3.3% |
| AlphaCore Capital LLC | 3,627 | +164 | $827.0K | +$75.0K | 4.7% |
| Inscription Capital, LLC | 3,942 | +131 | $898.8K | +$71.1K | 3.4% |
| Perigon Wealth Management, LLC | 1,430 | +255 | $326.1K | +$70.9K | 21.7% |
| SEEDS INVESTOR LLC | 4,969 | +73 | $1.1M | +$69.7K | 1.5% |
| McLean Asset Management Corp | 1,746 | +2 | $421.3K | +$68.7K | 0.1% |
| BROWN BROTHERS HARRIMAN & CO | 3,049 | +149 | $695.2K | +$65.4K | 5.1% |
| Valeo Financial Advisors, LLC | 1,764 | +204 | $402.2K | +$63.4K | 13.1% |
| Belpointe Asset Management LLC | 1,176 | +233 | $268.2K | +$63.4K | 24.7% |
| Empirical Finance, LLC | 5,374 | +22 | $1.2M | +$63.1K | 0.4% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2,776 | +138 | $633.1K | +$60.1K | 5.2% |
| Avior Wealth Management, LLC | 3,547 | +94 | $808.8K | +$58.9K | 2.7% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 4,902 | +15 | $1.1M | +$56.4K | 0.3% |
| BOOTHBAY FUND MANAGEMENT, LLC | 2,542 | +126 | $579.6K | +$54.9K | 5.2% |
| Advisors Capital Management, LLC | 1,214 | +189 | $276.9K | +$54.1K | 18.4% |
| MAI Capital Management | 4,709 | +7 | $1.1M | +$52.6K | 0.1% |
| Laidlaw Wealth Management LLC | 1,335 | +166 | $304.4K | +$50.5K | 14.2% |
| Resonant Capital Advisors, LLC | 3,199 | +72 | $729.4K | +$50.3K | 2.3% |
| Aptus Capital Advisors, LLC | 1,781 | +128 | $406.1K | +$47.1K | 7.7% |
| PDS Planning, Inc | 1,331 | +149 | $303.5K | +$46.8K | 12.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,351 | +145 | $308.1K | +$46.2K | 12.0% |
| Parallel Advisors, LLC | 3,970 | +13 | $905.4K | +$46.0K | 0.3% |
| Ascent Group, LLC | 4,031 | +10 | $919.1K | +$45.9K | 0.2% |
| Apollon Wealth Management, LLC | 2,364 | +89 | $539.0K | +$45.0K | 3.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,887 | +90 | $430.3K | +$40.0K | 5.0% |
| Verum Partners LLC | 2,907 | +6 | $662.9K | +$32.8K | 0.2% |
| Cambria Investment Management, L.P. | 1,797 | +48 | $409.8K | +$29.9K | 2.7% |
| Root Financial Partners, LLC | 389 | +109 | $88.7K | +$27.9K | 38.9% |
| DAVENPORT & Co LLC | 1,809 | +37 | $412.4K | +$27.7K | 2.1% |
| Trueblood Wealth Management, LLC | 2,492 | +1 | $568.2K | +$27.2K | 0.0% |
| HUB Investment Partners, LLC | 2,020 | +23 | $460.6K | +$26.9K | 1.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 417 | +101 | $95.1K | +$26.5K | 32.0% |
| Blue Trust, Inc. | 1,742 | +29 | $397.2K | +$25.2K | 1.7% |
| UMB Bank, n.a. | 2,172 | +7 | $495.3K | +$25.1K | 0.3% |
| Transamerica Financial Advisors, LLC | 677 | +79 | $154.5K | +$24.8K | 13.2% |
| ASSETMARK, INC | 311 | +92 | $71.0K | +$23.4K | 42.0% |
| PenderFund Capital Management Ltd. | 1,257 | +40 | $286.6K | +$22.3K | 3.3% |
| One Wealth Advisors, LLC | 1,283 | +35 | $292.6K | +$21.5K | 2.8% |
| MassMutual Private Wealth & Trust, FSB | 752 | +61 | $171.5K | +$21.4K | 8.8% |
| Aprio Wealth Management, LLC | 1,150 | +40 | $262.2K | +$21.2K | 3.6% |
| WEST MICHIGAN ADVISORS, LLC | 1,190 | +26 | $271.3K | +$18.6K | 2.2% |
| JOURNEY STRATEGIC WEALTH LLC | 1,095 | +17 | $249.7K | +$15.6K | 1.6% |
| Pinnacle Wealth Planning Services, Inc. | 1,297 | +1 | $295.7K | +$14.3K | 0.1% |
| SG Americas Securities, LLC | 59,575 | +47,052 | $13.6K | +$10.9K | 375.7% |
| Salomon & Ludwin, LLC | 131 | +39 | $29.3K | +$10.7K | 42.4% |
| ARK Investment Management LLC | 343 | +32 | $78.2K | +$10.7K | 10.3% |
| SBI Securities Co., Ltd. | 216 | +38 | $49.3K | +$10.6K | 21.3% |
| JFS WEALTH ADVISORS, LLC | 181 | +37 | $41.3K | +$10.0K | 25.7% |
| Nemes Rush Group LLC | 231 | +31 | $52.8K | +$9.3K | 15.5% |
| Parkside Financial Bank & Trust | 278 | +26 | $63.4K | +$8.7K | 10.3% |
| Smartleaf Asset Management LLC | 394 | +8 | $91.4K | +$8.5K | 2.1% |
| HRT FINANCIAL LP | 42,489 | +36,579 | $9.7K | +$8.4K | 618.9% |
| CYBER HORNET ETFs LLC | 359 | +18 | $81.9K | +$7.8K | 5.3% |
| PRIVATE TRUST CO NA | 172 | +26 | $39.1K | +$7.5K | 17.8% |
| ELEVATION WEALTH PARTNERS, LLC | 102 | +26 | $23.3K | +$6.8K | 34.2% |
| Annis Gardner Whiting Capital Advisors, LLC | 352 | +12 | $80.3K | +$6.4K | 3.5% |
| Bell Investment Advisors, Inc | 75 | +22 | $17.1K | +$5.6K | 41.5% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 270,064 | +6,940 | $61.6K | +$4.4K | 2.6% |
| ORG Partners LLC | 28 | +19 | $6.4K | +$4.4K | 211.1% |
| Sound Income Strategies, LLC | 53 | +7 | $13.3K | +$3.9K | 15.2% |
| SJS Investment Consulting Inc. | 250 | +5 | $57.0K | +$3.8K | 2.0% |
| Rossby Financial, LCC | 55 | +14 | $12.5K | +$3.7K | 34.1% |
| Lido Advisors, LLC | 2,377 | +3 | $519.0K | +$3.3K | 0.1% |
| North Growth Management Ltd. | 204,000 | +2,000 | $46.6K | +$2.7K | 1.0% |
| Anchor Investment Management, LLC | 72 | +9 | $16.4K | +$2.7K | 14.3% |
| Jackson Creek Investment Advisors LLC | 11,290 | +8,968 | $2.6K | +$2.1K | 386.2% |
| EASTERN BANK | 127 | +2 | $29.0K | +$1.8K | 1.6% |
| Physician Wealth Advisors, Inc. | 103 | +3 | $23.5K | +$1.8K | 3.0% |
| Valued Wealth Advisors LLC | 36 | +6 | $8.3K | +$1.7K | 20.0% |
| Bay Harbor Wealth Management, LLC | 16 | +5 | $3.6K | +$1.3K | 45.5% |
| VAN ECK ASSOCIATES CORP | 25,810 | +4,437 | $5.9K | +$1.2K | 20.8% |
| Mn Services Vermogensbeheer B.V. | 42,306 | +2,206 | $9.6K | +$938 | 5.5% |
| Rialto Wealth Management, LLC | 30 | +2 | $6.8K | +$760 | 7.1% |
| Retirement Wealth Solutions LLC | 18 | +2 | $4.1K | +$630 | 12.5% |
| Davis Capital Management | 19 | +1 | $4.3K | +$423 | 5.5% |
| AMALGAMATED BANK | 23,676 | +714 | $5.4K | +$412 | 3.1% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 16,866 | +585 | $3.9K | +$314 | 3.6% |
| Vestcor Inc | 5,495 | +1,043 | $1.3K | +$286 | 23.4% |
| American Capital Advisory, LLC | 3 | +1 | $685 | +$250 | 50.0% |
| HAZLETT, BURT & WATSON, INC. | 756 | +65 | $173 | +$24 | 9.4% |
| HANTZ FINANCIAL SERVICES, INC. | 288 | +82 | $66 | +$21 | 39.8% |
| Covestor Ltd | 137 | +5 | $31 | +$2 | 3.8% |
| Avion Wealth | 33 | +2 | $7 | +$1 | 6.5% |