13F QoQ Ownership Changes
KMPB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 56 new · 98 added · 140 reduced · 82 exited
New Positions(56)
Added To(98)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 2,289,598 | +1,275,586 | $92.8M | +$40.5M | 125.8% |
| Point72 Asset Management, L.P. | 599,730 | +586,248 | $24.3M | +$23.6M | 4348.4% |
| Quantinno Capital Management LP | 643,866 | +572,925 | $26.1M | +$22.4M | 807.6% |
| DIMENSIONAL FUND ADVISORS LP | 2,472,276 | +140,539 | $100.2M | -$20.0M | 6.0% |
| BARCLAYS PLC | 396,565 | +277,002 | $25.6M | +$19.4M | 231.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 639,932 | +379,918 | $25.9M | +$12.5M | 146.1% |
| MILLENNIUM MANAGEMENT LLC | 1,164,410 | +48,750 | $47.2M | -$10.3M | 4.4% |
| CITADEL ADVISORS LLC | 801,860 | +345,515 | $32.5M | +$9.0M | 75.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 708,215 | +2,265 | $28.7M | -$7.7M | 0.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 184,009 | +164,291 | $7.5M | +$6.4M | 833.2% |
| FIRST TRUST ADVISORS LP | 778,644 | +42,461 | $31.6M | -$6.4M | 5.8% |
| Walleye Capital LLC | 160,882 | +143,520 | $6.5M | +$5.6M | 826.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 207,143 | +152,586 | $8.4M | +$5.6M | 279.7% |
| JPMORGAN CHASE & CO | 357,474 | +183,728 | $14.5M | +$5.5M | 105.7% |
| TWO SIGMA ADVISERS, LP | 232,600 | +144,100 | $9.4M | +$4.9M | 162.8% |
| CAXTON ASSOCIATES LLP | 123,508 | +117,825 | $5.0M | +$4.7M | 2073.3% |
| MORGAN STANLEY | 496,492 | +194,206 | $20.1M | +$4.5M | 64.2% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 681,870 | +209,706 | $27.6M | +$3.3M | 44.4% |
| Jump Financial, LLC | 96,531 | +81,631 | $3.9M | +$3.1M | 547.9% |
| RENAISSANCE TECHNOLOGIES LLC | 283,210 | +120,900 | $11.5M | +$3.1M | 74.5% |
| CAPITAL FUND MANAGEMENT S.A. | 82,194 | +66,532 | $3.3M | +$2.5M | 424.8% |
| DARK FOREST CAPITAL MANAGEMENT LP | 153,223 | +79,105 | $6.2M | +$2.4M | 106.7% |
| NORTHERN TRUST CORP | 771,750 | +211,093 | $31.3M | +$2.4M | 37.6% |
| TWO SIGMA INVESTMENTS, LP | 438,065 | +139,186 | $17.8M | +$2.4M | 46.6% |
| Verition Fund Management LLC | 136,022 | +66,504 | $5.5M | +$1.9M | 95.7% |
| TUDOR INVESTMENT CORP ET AL | 239,956 | +16,553 | $9.7M | -$1.8M | 7.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 170,723 | +2,026 | $6.9M | -$1.8M | 1.2% |
| FMR LLC | 191,057 | +72,757 | $7.7M | +$1.6M | 61.5% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 267,456 | +25,994 | $10.8M | -$1.6M | 10.8% |
| Gotham Asset Management, LLC | 97,087 | +50,379 | $3.9M | +$1.5M | 107.8% |
| CITIGROUP INC | 57,531 | +41,663 | $2.3M | +$1.5M | 262.6% |
| Engineers Gate Manager LP | 152,626 | +8,284 | $6.2M | -$1.3M | 5.7% |
| AMERICAN CENTURY COMPANIES INC | 51,503 | +33,742 | $2.1M | +$1.2M | 190.0% |
| Holocene Advisors, LP | 60,307 | +30,173 | $2.4M | +$891.4K | 100.1% |
| Aquatic Capital Management LLC | 60,698 | +29,725 | $2.5M | +$864.0K | 96.0% |
| Corient Private Wealth LLC | 27,696 | +22,416 | $1.1M | +$782.1K | 424.5% |
| Focus Partners Wealth | 31,289 | +21,080 | $1.3M | +$742.2K | 206.5% |
| Summit Trail Advisors, LLC | 30,105 | +19,766 | $1.2M | +$687.5K | 191.2% |
| Mariner, LLC | 68,768 | +27,818 | $2.8M | +$677.3K | 67.9% |
| NWF Advisory Services Inc. | 19,776 | +14,832 | $925.6K | +$670.8K | 300.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 57,076 | +52 | $2.3M | -$625.7K | 0.1% |
| XTX Topco Ltd | 65,211 | +24,802 | $2.6M | +$560.6K | 61.4% |
| NISA INVESTMENT ADVISORS, LLC | 50,637 | +22 | $2.1M | -$556.4K | 0.0% |
| ExodusPoint Capital Management, LP | 51,379 | +1,542 | $2.1M | -$486.2K | 3.1% |
| Schonfeld Strategic Advisors LLC | 26,723 | +14,922 | $1.1M | +$475.0K | 126.4% |
| Tidal Investments LLC | 20,767 | +12,273 | $841.9K | +$404.0K | 144.5% |
| Freestone Grove Partners LP | 21,986 | +11,799 | $891.3K | +$366.2K | 115.8% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 19,141 | +10,595 | $776.0K | +$335.4K | 124.0% |
| State of New Jersey Common Pension Fund D | 58,467 | +18,634 | $2.4M | +$316.9K | 46.8% |
| Russell Investments Group, Ltd. | 145,152 | +36,602 | $5.9M | +$288.7K | 33.7% |
| SEI INVESTMENTS CO | 58,348 | +17,504 | $2.4M | +$259.9K | 42.9% |
| ASSETMARK, INC | 5,586 | +5,548 | $226.5K | +$224.5K | 14600.0% |
| VICTORY CAPITAL MANAGEMENT INC | 20,547 | +392 | $833.0K | -$206.0K | 1.9% |
| GAMMA Investing LLC | 6,595 | +5,233 | $267.4K | +$197.2K | 384.2% |
| WELLS FARGO & COMPANY/MN | 21,403 | +993 | $867.7K | -$184.5K | 4.9% |
| CSS LLC/IL | 8,760 | +4,730 | $355.1K | +$147.4K | 117.4% |
| Versor Investments LP | 14,595 | +5,500 | $591.7K | +$122.8K | 60.5% |
| ALLIANCEBERNSTEIN L.P. | 87,496 | +16,906 | $3.5M | -$91.8K | 23.9% |
| Parallel Advisors, LLC | 2,284 | +2,163 | $92.6K | +$86.4K | 1787.6% |
| SJS Investment Consulting Inc. | 1,501 | +1,491 | $60.9K | +$60.3K | 14910.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5,937 | +225 | $240.7K | -$53.8K | 3.9% |
| Versant Capital Management, Inc | 1,305 | +1,280 | $52.9K | +$51.6K | 5120.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,586 | +3,634 | $510.2K | +$48.8K | 40.6% |
| BANK OF MONTREAL /CAN/ | 9,303 | +1,153 | $377.1K | -$43.0K | 14.1% |
| Farther Finance Advisors, LLC | 1,040 | +1,031 | $42.2K | +$41.7K | 11455.5% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11,380 | +3,226 | $461.3K | +$41.0K | 39.6% |
| Rockefeller Capital Management L.P. | 946 | +814 | $38.4K | +$31.5K | 616.7% |
| COMERICA BANK | 50,371 | +10,321 | $2.0M | -$22.6K | 25.8% |
| CIBC Private Wealth Group LLC | 2,043 | +10 | $82.8K | -$22.0K | 0.5% |
| CHOREO, LLC | 8,667 | +1,454 | $353.6K | -$18.2K | 20.1% |
| ALGERT GLOBAL LLC | 545,924 | +468,870 | $22.1K | +$18.2K | 608.5% |
| SYON CAPITAL LLC | 5,855 | +1,584 | $237.4K | +$17.2K | 37.1% |
| Inspire Investing, LLC | 11,540 | +2,778 | $467.8K | +$16.2K | 31.7% |
| STRS OHIO | 1,492 | +30 | $60.5K | -$14.9K | 2.0% |
| HUNTINGTON NATIONAL BANK | 646 | +421 | $26.2K | +$14.6K | 187.1% |
| Sequoia Financial Advisors, LLC | 9,721 | +2,322 | $394.1K | +$12.7K | 31.4% |
| UMB Bank, n.a. | 1,388 | +507 | $56.3K | +$10.9K | 57.5% |
| HARBOUR INVESTMENTS, INC. | 678 | +1 | $27.5K | -$7.4K | 0.1% |
| LRI Investments, LLC | 469 | +15 | $19.0K | -$4.4K | 3.3% |
| MassMutual Private Wealth & Trust, FSB | 137 | +107 | $5.6K | +$4.0K | 356.7% |
| Tower Research Capital LLC (TRC) | 2,970 | +705 | $120.4K | +$3.6K | 31.1% |
| TD PRIVATE CLIENT WEALTH LLC | 166 | +100 | $6.7K | +$3.3K | 151.5% |
| True Wealth Design, LLC | 586 | +177 | $23.8K | +$2.7K | 43.3% |
| Physician Wealth Advisors, Inc. | 419 | +39 | $17.0K | -$2.6K | 10.3% |
| SG Americas Securities, LLC | 78,507 | +61,479 | $3.2K | +$2.3K | 361.0% |
| Sciencast Management LP | 32,310 | +6,864 | $1.3M | -$1.9K | 27.0% |
| FIFTH THIRD BANCORP | 707 | +126 | $28.7K | -$1.3K | 21.7% |
| HRT FINANCIAL LP | 329,811 | +45,748 | $13.4K | -$1.3K | 16.1% |
| Clearstead Trust, LLC | 119 | +3 | $4.8K | -$1.2K | 2.6% |
| QUADRANT CAPITAL GROUP LLC | 794 | +183 | $32.2K | +$691 | 29.9% |
| Bare Financial Services, Inc | 27 | +15 | $1.1K | +$476 | 125.0% |
| High Note Wealth, LLC | 51 | +6 | $2.1K | -$252 | 13.3% |
| State of Alaska, Department of Revenue | 78,885 | +19,135 | $3.2K | +$117 | 32.0% |
| HANTZ FINANCIAL SERVICES, INC. | 1,654 | +1,067 | $67 | +$37 | 181.8% |
| Covestor Ltd | 2,207 | +1,129 | $89 | +$33 | 104.7% |
| Sunbelt Securities, Inc. | 68 | +15 | $2.8K | +$25 | 28.3% |
| Bay Harbor Wealth Management, LLC | 5 | +1 | $202 | -$4 | 25.0% |
| CX Institutional | 1,059 | +138 | $43 | -$4 | 15.0% |
Reduced(140)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 5,881,239 | -264,014 | $238.4M | -$78.4M | -4.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,895,495 | -881,048 | $76.8M | -$66.3M | -31.7% |
| BlackRock, Inc. | 5,288,003 | -146,546 | $214.4M | -$65.8M | -2.7% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,623,083 | -170,497 | $146.9M | -$48.7M | -4.5% |
| AQR CAPITAL MANAGEMENT LLC | 2,537,263 | -243,007 | $102.9M | -$40.5M | -8.7% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 691,090 | -490,000 | $28.0M | -$32.9M | -41.5% |
| Fayez Sarofim & Co | 120,462 | -568,704 | $4.9M | -$30.6M | -82.5% |
| STATE STREET CORP | 2,117,235 | -72,037 | $85.8M | -$27.0M | -3.3% |
| GOLDMAN SACHS GROUP INC | 251,023 | -378,140 | $10.2M | -$22.3M | -60.1% |
| AMERIPRISE FINANCIAL INC | 995,329 | -200,606 | $40.4M | -$21.3M | -16.8% |
| BANK OF AMERICA CORP /DE/ | 429,478 | -208,870 | $17.4M | -$15.5M | -32.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,071,877 | -22,263 | $43.5M | -$12.9M | -2.0% |
| Invesco Ltd. | 334,282 | -145,741 | $13.6M | -$11.2M | -30.4% |
| NORGES BANK | 74,718 | -136,246 | $3.0M | -$9.9M | -64.6% |
| Man Group plc | 247,116 | -133,658 | $10.0M | -$9.6M | -35.1% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 773,462 | -15,105 | $31.4M | -$9.3M | -1.9% |
| JANE STREET GROUP, LLC | 261,593 | -117,577 | $10.6M | -$8.9M | -31.0% |
| Squarepoint Ops LLC | 82,784 | -148,587 | $3.4M | -$8.6M | -64.2% |
| Nuveen, LLC | 172,381 | -127,076 | $7.0M | -$8.4M | -42.4% |
| RAYMOND JAMES FINANCIAL INC | 114,917 | -138,339 | $4.7M | -$8.4M | -54.6% |
| UBS Group AG | 615,344 | -6,485 | $24.9M | -$7.1M | -1.0% |
| Qube Research & Technologies Ltd | 137,206 | -103,726 | $5.6M | -$6.9M | -43.0% |
| Bank of New York Mellon Corp | 499,642 | -4,957 | $20.3M | -$5.8M | -1.0% |
| Royal Bank of Canada | 21,255 | -64,373 | $862.0K | -$4.8M | -75.2% |
| IEQ CAPITAL, LLC | 40,319 | -73,609 | $1.6M | -$4.2M | -64.6% |
| Arax Advisory Partners | 1,089 | -54,365 | $44.1K | -$2.8M | -98.0% |
| PRUDENTIAL FINANCIAL INC | 64,512 | -39,815 | $2.6M | -$2.8M | -38.2% |
| RHUMBLINE ADVISERS | 162,937 | -17,363 | $6.6M | -$2.7M | -9.6% |
| Quantbot Technologies LP | 77,815 | -30,427 | $3.2M | -$2.4M | -28.1% |
| PRINCIPAL FINANCIAL GROUP INC | 125,970 | -13,412 | $5.1M | -$2.1M | -9.6% |
| Cerity Partners LLC | 33,718 | -31,827 | $1.4M | -$2.0M | -48.5% |
| EAGLE GLOBAL ADVISORS LLC | 159,060 | 0 | $6.4M | -$1.8M | 0.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 144,906 | -2,469 | $5.9M | -$1.7M | -1.7% |
| California Public Employees Retirement System | 94,929 | -11,325 | $3.8M | -$1.6M | -10.7% |
| Legal & General Group Plc | 89,503 | -9,697 | $3.6M | -$1.5M | -9.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 29,761 | -22,168 | $1.2M | -$1.5M | -42.7% |
| FEDERATED HERMES, INC. | 4,708 | -25,878 | $190.9K | -$1.4M | -84.6% |
| Swiss National Bank | 117,824 | 0 | $4.8M | -$1.3M | 0.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 86,707 | -2,867 | $3.5M | -$1.1M | -3.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 98,035 | -222 | $4.0M | -$1.1M | -0.2% |
| Retirement Systems of Alabama | 70,265 | -5,596 | $2.8M | -$1.1M | -7.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 10,529 | -16,940 | $426.8K | -$989.2K | -61.7% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 41,004 | -7,144 | $1.7M | -$819.7K | -14.8% |
| Voya Investment Management LLC | 53,721 | -3,830 | $2.2M | -$788.9K | -6.7% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 59,367 | -1,570 | $2.4M | -$734.6K | -2.6% |
| Brevan Howard Capital Management LP | 13,179 | -11,340 | $534.3K | -$729.7K | -46.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 18,750 | -8,684 | $760.1K | -$654.1K | -31.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 43,707 | -3,121 | $1.8M | -$642.1K | -6.7% |
| Creative Planning | 15,413 | -7,414 | $624.8K | -$551.9K | -32.5% |
| Entropy Technologies, LP | 22,982 | -5,395 | $931.7K | -$531.1K | -19.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 24,366 | -4,610 | $987.8K | -$505.9K | -15.9% |
| MetLife Investment Management, LLC | 28,668 | -3,553 | $1.2M | -$498.8K | -11.0% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 33,270 | -1,135 | $1.3M | -$424.8K | -3.3% |
| Ensign Peak Advisors, Inc | 2,937 | -7,450 | $119.1K | -$416.4K | -71.7% |
| US BANCORP \DE\ | 4,552 | -6,961 | $184.5K | -$409.0K | -60.5% |
| BNP PARIBAS FINANCIAL MARKETS | 9,022 | -5,778 | $365.8K | -$397.2K | -39.0% |
| Aster Capital Management (DIFC) Ltd | 4,216 | -6,558 | $170.9K | -$384.5K | -60.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,740 | -648 | $1.3M | -$350.1K | -1.9% |
| CAPTRUST FINANCIAL ADVISORS | 8,437 | -4,848 | $342.0K | -$342.8K | -36.5% |
| Police & Firemen's Retirement System of New Jersey | 25,906 | -1,063 | $1.1M | -$340.0K | -3.9% |
| Bayforest Capital Ltd | 5,366 | -5,389 | $217.5K | -$336.9K | -50.1% |
| State of Tennessee, Department of Treasury | 23,254 | -996 | $916.4K | -$333.6K | -4.1% |
| LPL Financial LLC | 11,070 | -3,716 | $448.8K | -$313.4K | -25.1% |
| HighTower Advisors, LLC | 8,569 | -4,204 | $347.4K | -$311.1K | -32.9% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 18,303 | -1,164 | $704.8K | -$298.7K | -6.0% |
| JANUS HENDERSON GROUP PLC | 24,653 | 0 | $999.3K | -$271.3K | 0.0% |
| Arizona State Retirement System | 16,537 | -1,453 | $670.4K | -$257.0K | -8.1% |
| Louisiana State Employees Retirement System | 16,200 | -1,300 | $656.7K | -$245.4K | -7.4% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14,651 | -1,452 | $594.0K | -$236.2K | -9.0% |
| WHITTIER TRUST CO | 21,481 | 0 | $860.1K | -$227.7K | 0.0% |
| GenTrust, LLC | 19,069 | -303 | $773.1K | -$225.6K | -1.6% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 13,796 | -1,100 | $559.3K | -$208.6K | -7.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 13,098 | -887 | $531.0K | -$189.9K | -6.3% |
| HM PAYSON & CO | 2,450 | -2,450 | $99.3K | -$185.1K | -50.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,714 | 0 | $677.6K | -$184.0K | 0.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 11,700 | -900 | $474.3K | -$175.2K | -7.1% |
| Ameritas Investment Partners, Inc. | 10,730 | -950 | $435.0K | -$167.1K | -8.1% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 13,776 | 0 | $558.5K | -$151.7K | 0.0% |
| AlphaQuest LLC | 7,271 | -1,366 | $294.8K | -$150.5K | -15.8% |
| EXENCIAL WEALTH ADVISORS, LLC | 11,829 | -324 | $479.5K | -$146.9K | -2.7% |
| Pacer Advisors, Inc. | 6,876 | -1,374 | $278.8K | -$146.5K | -16.6% |
| ROTHSCHILD INVESTMENT LLC | 293 | -2,746 | $11.9K | -$144.8K | -90.3% |
| KLP KAPITALFORVALTNING AS | 12,709 | 0 | $515.2K | -$139.9K | 0.0% |
| Florida Trust Wealth Management Co | 12,600 | 0 | $510.8K | -$138.7K | 0.0% |
| XPONANCE, INC. | 5,635 | -1,294 | $228.4K | -$128.7K | -18.7% |
| DEUTSCHE BANK AG\ | 5,158 | -1,165 | $209.1K | -$116.8K | -18.4% |
| OSAIC HOLDINGS, INC. | 8,017 | -248 | $325.1K | -$111.4K | -3.0% |
| EverSource Wealth Advisors, LLC | 1,612 | -1,666 | $65.4K | -$103.6K | -50.8% |
| EntryPoint Capital, LLC | 8,830 | 0 | $358.0K | -$97.2K | 0.0% |
| Pictet Asset Management Holding SA | 8,709 | 0 | $353.1K | -$95.9K | 0.0% |
| SummitTX Capital, L.P. | 6,657 | -423 | $269.9K | -$95.1K | -6.0% |
| Founders Financial Alliance, LLC | 6,063 | -548 | $245.8K | -$95.0K | -8.3% |
| MEYER HANDELMAN CO | 7,845 | 0 | $318.0K | -$86.4K | 0.0% |
| Caitong International Asset Management Co., Ltd | 143 | -1,437 | $5.8K | -$75.7K | -90.9% |
| Athena Investment Management | 6,310 | 0 | $255.8K | -$69.5K | 0.0% |
| SECURIAN ASSET MANAGEMENT, INC | 4,266 | -433 | $172.9K | -$69.3K | -9.2% |
| Blue Trust, Inc. | 3,060 | -487 | $124.1K | -$58.8K | -13.7% |
| Sterling Capital Management LLC | 3,685 | -95 | $149.4K | -$45.5K | -2.5% |
| PNC Financial Services Group, Inc. | 2,043 | -252 | $82.8K | -$35.5K | -11.0% |
| LORD, ABBETT & CO. LLC | 381,940 | -330,667 | $15.5K | -$21.3K | -46.4% |
| Clearstead Advisors, LLC | 221 | -353 | $9.0K | -$20.6K | -61.5% |
| CBIZ Investment Advisory Services, LLC | 1,805 | 0 | $73.2K | -$19.9K | 0.0% |
| Wilmington Savings Fund Society, FSB | 1,341 | 0 | $54.4K | -$14.8K | 0.0% |
| DUNCKER STREETT & CO INC | 1,200 | 0 | $48.6K | -$13.2K | 0.0% |
| DANSKE BANK A/S | 700 | 0 | $28.4K | -$7.7K | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 670 | 0 | $27.2K | -$7.4K | 0.0% |
| Quent Capital, LLC | 229 | -69 | $9.3K | -$6.1K | -23.1% |
| Root Financial Partners, LLC | 47 | -104 | $1.9K | -$5.9K | -68.9% |
| Cedar Mountain Advisors, LLC | 500 | 0 | $20.3K | -$5.5K | 0.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 56,456 | -59,136 | $2.3K | -$3.7K | -51.1% |
| CWM, LLC | 21,706 | -44,655 | $880 | -$2.5K | -67.3% |
| Sachetta, LLC | 14 | -42 | $568 | -$2.3K | -75.0% |
| Private Wealth Management Group, LLC | 28 | -32 | $1.1K | -$2.0K | -53.3% |
| JFS WEALTH ADVISORS, LLC | 30 | -31 | $1.2K | -$1.9K | -50.8% |
| Smartleaf Asset Management LLC | 5 | -24 | $204 | -$1.3K | -82.8% |
| GSA CAPITAL PARTNERS LLP | 14,041 | -20,852 | $569 | -$1.2K | -59.8% |
| CSM Advisors, LLC | 92,941 | -1,360 | $3.8K | -$1.1K | -1.4% |
| Larson Financial Group LLC | 87 | -1 | $3.5K | -$1.0K | -1.1% |
| Fortitude Family Office, LLC | 6 | -15 | $243 | -$840 | -71.4% |
| CANADA LIFE ASSURANCE Co | 33,777 | -7,756 | $1.4K | -$770 | -18.7% |
| Global Retirement Partners, LLC | 27 | -8 | $1.1K | -$708 | -22.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 55,865 | -1,276 | $2.3K | -$681 | -2.2% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 52,952 | 0 | $2.1K | -$583 | 0.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 49 | 0 | $2.0K | -$540 | 0.0% |
| DiNuzzo Private Wealth, Inc. | 6 | -7 | $244 | -$454 | -53.8% |
| Transamerica Financial Advisors, LLC | 4 | -7 | $162 | -$405 | -63.6% |
| AMALGAMATED BANK | 26,608 | -1,956 | $1.1K | -$393 | -6.8% |
| Treasurer of the State of North Carolina | 26,095 | -1,393 | $1.1K | -$359 | -5.1% |
| Cambridge Investment Research Advisors, Inc. | 6,133 | -5,058 | $249 | -$328 | -45.2% |
| S&CO INC | 19,870 | 0 | $805 | -$219 | 0.0% |
| Thrivent Financial for Lutherans | 13,184 | -1,231 | $534 | -$209 | -8.5% |
| Cromwell Holdings LLC | 10 | -1 | $405 | -$163 | -9.1% |
| Handelsbanken Fonder AB | 14,673 | 0 | $595 | -$161 | 0.0% |
| Ceeto Capital Group, LLC | 12,910 | 0 | $523 | -$143 | 0.0% |
| Vestcor Inc | 11,916 | 0 | $483 | -$131 | 0.0% |
| HFM Investment Advisors, LLC | 1 | -2 | $41 | -$114 | -66.7% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 6,839 | 0 | $277 | -$76 | 0.0% |
| Asset Dedication, LLC | 6 | 0 | $244 | -$66 | 0.0% |
| SBI Securities Co., Ltd. | 1 | 0 | $41 | -$11 | 0.0% |
| Investors Portfolio Services LLC | 0 | 0 | $0 | $0 | — |