13F QoQ Ownership Changes
LH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 142 new · 304 added · 558 reduced · 117 exited
New Positions(142)
Added To(304)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 5,356,825 | +2,719,475 | $1.34B | +$587.0M | 103.1% |
| VANGUARD GROUP INC | 9,850,631 | +37,197 | $2.47B | -$345.7M | 0.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,137,010 | +13,775 | $534.0M | -$72.9M | 0.6% |
| MILLENNIUM MANAGEMENT LLC | 277,323 | +266,621 | $69.6M | +$66.5M | 2491.3% |
| Alyeska Investment Group, L.P. | 185,000 | +181,738 | $46.4M | +$45.5M | 5571.4% |
| Qube Research & Technologies Ltd | 193,791 | +182,495 | $48.6M | +$45.4M | 1615.6% |
| Squarepoint Ops LLC | 205,430 | +178,073 | $51.5M | +$43.7M | 650.9% |
| BNP PARIBAS FINANCIAL MARKETS | 253,352 | +140,869 | $63.6M | +$31.3M | 125.2% |
| DIMENSIONAL FUND ADVISORS LP | 1,304,191 | +57,635 | $327.2M | -$30.6M | 4.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 147,000 | +123,300 | $36.9M | +$30.1M | 520.3% |
| GOLDMAN SACHS GROUP INC | 595,463 | +173,315 | $149.4M | +$28.2M | 41.0% |
| BARCLAYS PLC | 328,058 | +113,527 | $86.1M | +$24.5M | 52.9% |
| Invesco Ltd. | 1,391,978 | +91,867 | $349.2M | -$24.0M | 7.1% |
| BANK OF AMERICA CORP /DE/ | 736,335 | +10,245 | $184.7M | -$23.7M | 1.4% |
| Quantinno Capital Management LP | 118,399 | +91,525 | $29.7M | +$22.0M | 340.6% |
| BANK OF MONTREAL /CAN/ | 197,396 | +96,226 | $49.5M | +$20.5M | 95.1% |
| Woodline Partners LP | 405,036 | +117,890 | $101.6M | +$19.2M | 41.0% |
| BECK MACK & OLIVER LLC | 627,037 | +16,192 | $157.3M | -$18.0M | 2.6% |
| LAZARD ASSET MANAGEMENT LLC | 491,874 | +8,354 | $123.4M | -$15.4M | 1.7% |
| UBS Group AG | 495,535 | +10,306 | $124.3M | -$15.0M | 2.1% |
| JPMORGAN CHASE & CO | 1,287,177 | +213,136 | $322.9M | +$14.6M | 19.8% |
| AMERICAN CENTURY COMPANIES INC | 819,510 | +53,078 | $205.6M | -$14.4M | 6.9% |
| Gotham Asset Management, LLC | 161,681 | +66,652 | $40.6M | +$13.3M | 70.1% |
| Man Group plc | 53,883 | +44,558 | $13.5M | +$10.8M | 477.8% |
| Pacer Advisors, Inc. | 313,702 | +7,956 | $78.7M | -$9.1M | 2.6% |
| Andra AP-fonden | 34,480 | +33,569 | $8.7M | +$8.4M | 3684.8% |
| Campbell & CO Investment Adviser LLC | 39,952 | +33,100 | $10.0M | +$8.1M | 483.1% |
| SEI INVESTMENTS CO | 213,202 | +48,639 | $53.5M | +$6.2M | 29.6% |
| CITIGROUP INC | 98,493 | +33,665 | $24.7M | +$6.1M | 51.9% |
| FIRST TRUST ADVISORS LP | 192,797 | +4,561 | $48.4M | -$5.7M | 2.4% |
| Corient Private Wealth LLC | 92,438 | +65,451 | $12.8M | +$5.0M | 242.5% |
| IFM Investors Pty Ltd | 16,714 | +32 | $4.2K | -$4.7M | 0.2% |
| JANUS HENDERSON GROUP PLC | 129,083 | +164 | $32.4M | -$4.6M | 0.1% |
| National Pension Service | 170,730 | +6,251 | $42.8M | -$4.4M | 3.8% |
| CAPITAL FUND MANAGEMENT S.A. | 37,579 | +19,437 | $9.4M | +$4.2M | 107.1% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 15,547 | +1,840 | $3.9M | +$3.9M | 13.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 177,338 | +8,748 | $44.6M | -$3.8M | 5.2% |
| B. Metzler seel. Sohn & Co. AG | 19,099 | +15,471 | $4.8M | +$3.8M | 426.4% |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 13,825 | +12,768 | $3.5M | +$3.2M | 1207.9% |
| Jefferies Financial Group Inc. | 18,624 | +12,824 | $4.7M | +$3.0M | 221.1% |
| MCRAE CAPITAL MANAGEMENT INC | 84,697 | +226 | $21.2M | -$3.0M | 0.3% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 26,538 | +13,388 | $6.7M | +$2.9M | 101.8% |
| Mariner, LLC | 25,676 | +13,196 | $6.4M | +$2.9M | 105.7% |
| PRINCIPAL FINANCIAL GROUP INC | 92,473 | +1,991 | $23.2M | -$2.8M | 2.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 14,810 | +10,900 | $3.7M | +$2.6M | 278.8% |
| NATIONAL BANK OF CANADA /FI/ | 35,925 | +13,521 | $9.0M | +$2.6M | 60.4% |
| ZACKS INVESTMENT MANAGEMENT | 85,623 | +1,936 | $21.5M | -$2.5M | 2.3% |
| Allspring Global Investments Holdings, LLC | 2,204,276 | +207,962 | $554.7M | -$2.4M | 10.4% |
| HighTower Advisors, LLC | 64,181 | +250 | $16.1M | -$2.3M | 0.4% |
| Mill Capital Management, LLC | 64,266 | +305 | $16.1M | -$2.2M | 0.5% |
| Select Equity Group, L.P. | 2,110,779 | +273,744 | $529.6M | +$2.2M | 14.9% |
| Busey Bank | 63,260 | +360 | $15.9M | -$2.2M | 0.6% |
| STRS OHIO | 86,002 | +4,004 | $21.6M | -$2.0M | 4.9% |
| Swedbank AB | 57,379 | +459 | $14.4M | -$1.9M | 0.8% |
| ASSETMARK, INC | 71,373 | +2,341 | $17.9M | -$1.9M | 3.4% |
| AMERICAN NATIONAL BANK & TRUST | 51,288 | +1,148 | $12.9M | -$1.5M | 2.3% |
| MAVERICK CAPITAL LTD | 17,564 | +7,415 | $4.4M | +$1.5M | 73.1% |
| AVIVA PLC | 70,151 | +3,759 | $17.6M | -$1.5M | 5.7% |
| CIBC Asset Management Inc | 19,974 | +7,592 | $5.0M | +$1.5M | 61.3% |
| BROWN ADVISORY INC | 76,745 | +4,614 | $19.3M | -$1.5M | 6.4% |
| Empowered Funds, LLC | 10,110 | +6,320 | $2.5M | +$1.4M | 166.8% |
| Bridgewater Associates, LP | 17,366 | +6,973 | $4.4M | +$1.4M | 67.1% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 36,801 | +59 | $9.2M | -$1.3M | 0.2% |
| Vontobel Holding Ltd. | 8,234 | +5,616 | $2.1M | +$1.3M | 214.5% |
| Cardinal Capital Management | 38,401 | +389 | $9.6M | -$1.3M | 1.0% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 36,618 | +168 | $9.2M | -$1.3M | 0.5% |
| Willis Investment Counsel | 64,996 | +3,818 | $16.3M | -$1.3M | 6.2% |
| MAI Capital Management | 35,568 | +250 | $8.9M | -$1.2M | 0.7% |
| Asset Management One Co., Ltd. | 35,003 | +24 | $8.9M | -$1.2M | 0.1% |
| MBL Wealth, LLC | 29,372 | +5 | $7.4M | -$1.1M | 0.0% |
| AlphaQuest LLC | 4,495 | +4,151 | $1.1M | +$1.0M | 1206.7% |
| NISA INVESTMENT ADVISORS, LLC | 34,520 | +768 | $8.7M | -$1.0M | 2.3% |
| Allianz Asset Management GmbH | 242,588 | +27,019 | $60.9M | -$1.0M | 12.5% |
| APG Asset Management N.V. | 48,456 | +1,956 | $10.4M | -$1.0M | 4.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 27,970 | +225 | $7.0M | -$947.4K | 0.8% |
| Focus Partners Wealth | 22,273 | +6,090 | $5.6M | +$944.8K | 37.6% |
| River Road Asset Management, LLC | 408,256 | +48,274 | $102.4M | -$913.2K | 13.4% |
| SIMPLEX TRADING, LLC | 3,642 | +714 | $913.7K | +$912.9K | 24.4% |
| LPL Financial LLC | 53,109 | +3,550 | $13.3M | -$902.6K | 7.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,205 | +1,115 | $8.3M | -$881.3K | 3.5% |
| NorthCrest Asset Manangement, LLC | 41,401 | +777 | $10.5M | -$877.3K | 1.9% |
| SFE Investment Counsel | 32,789 | +1,350 | $8.2M | -$798.8K | 4.3% |
| MACKENZIE FINANCIAL CORP | 19,306 | +4,987 | $4.9M | +$765.7K | 34.8% |
| CAPTRUST FINANCIAL ADVISORS | 35,227 | +1,966 | $8.8M | -$710.3K | 5.9% |
| Te Ahumairangi Investment Management Ltd | 22,807 | +475 | $5.7M | -$688.8K | 2.1% |
| TORONTO DOMINION BANK | 37,794 | +7,134 | $9.5M | +$680.5K | 23.3% |
| SECTOR GAMMA AS | 27,019 | +1,049 | $6.8M | -$676.4K | 4.0% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 24,040 | +681 | $6.0M | -$674.1K | 2.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 10,829 | +3,661 | $2.7M | +$659.1K | 51.1% |
| Marietta Wealth Management, LLC | 32,012 | +1,808 | $8.0M | -$639.2K | 6.0% |
| ALLSTATE CORP | 6,500 | +2,863 | $1.6M | +$586.7K | 78.7% |
| Czech National Bank | 21,860 | +754 | $5.5M | -$574.5K | 3.6% |
| MARTIN & CO INC /TN/ | 20,708 | +657 | $5.2M | -$560.6K | 3.3% |
| J.Safra Asset Management Corp | 2,308 | +2,100 | $579.1K | +$527.6K | 1009.6% |
| Tidal Investments LLC | 11,314 | +3,209 | $2.8M | +$511.8K | 39.6% |
| SP Asset Management LLC | 14,250 | +37 | $3.6M | -$504.9K | 0.3% |
| Cinctive Capital Management LP | 15,046 | +3,560 | $3.8M | +$477.6K | 31.0% |
| Linscomb Wealth, Inc. | 15,740 | +364 | $3.9M | -$465.0K | 2.4% |
| M. Kulyk & Associates, LLC | 22,561 | +1,278 | $5.7M | -$449.5K | 6.0% |
| Carmel Capital Partners, LLC | 8,648 | +2,627 | $2.2M | +$441.2K | 43.6% |
| MML INVESTORS SERVICES, LLC | 19,994 | +1,000 | $5.0M | -$436.3K | 5.3% |
| Vident Advisory, LLC | 21,961 | +4,232 | $5.5M | +$420.3K | 23.9% |
| BLAIR WILLIAM & CO/IL | 11,751 | +54 | $2.9M | -$409.5K | 0.5% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 11,364 | +2,022 | $3.1M | +$401.5K | 21.6% |
| Unison Advisors LLC | 11,292 | +27 | $2.8M | -$400.8K | 0.2% |
| MUFG Securities EMEA plc | 3,411 | +1,820 | $855.8K | +$399.0K | 114.4% |
| Independent Advisor Alliance | 12,272 | +161 | $3.1M | -$397.8K | 1.3% |
| Federation des caisses Desjardins du Quebec | 11,858 | +138 | $3.0M | -$389.5K | 1.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 10,758 | +55 | $2.7M | -$373.4K | 0.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38,072 | +226 | $10.2M | -$369.7K | 0.6% |
| NATIXIS | 6,483 | +2,073 | $1.6M | +$360.5K | 47.0% |
| DNB Asset Management AS | 45,312 | +6,966 | $11.4M | +$360.3K | 18.2% |
| AlphaCore Capital LLC | 5,281 | +1,915 | $1.3M | +$358.7K | 56.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 12,275 | +346 | $3.1M | -$344.8K | 2.9% |
| Generali Asset Management SPA SGR | 19,906 | +1,311 | $5.0M | -$343.9K | 7.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 9,502 | +23 | $2.4M | -$337.2K | 0.2% |
| Fulton Bank, N.A. | 2,432 | +1,481 | $610.1K | +$337.1K | 155.7% |
| Strategic Advisors LLC | 4,082 | +1,683 | $1.0M | +$335.4K | 70.2% |
| Summit Trail Advisors, LLC | 4,979 | +1,778 | $1.2M | +$330.4K | 55.5% |
| BURNEY CO/ | 8,822 | +3 | $2.2M | -$318.3K | 0.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,424 | +227 | $2.6M | -$312.0K | 2.2% |
| Dakota Wealth Management | 13,022 | +2,719 | $3.3M | +$309.4K | 26.4% |
| EVERETT HARRIS & CO /CA/ | 38,003 | +3,722 | $9.5M | -$306.5K | 10.8% |
| TUDOR INVESTMENT CORP ET AL | 3,509 | +1,509 | $880.3K | +$306.2K | 75.5% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 10,494 | +270 | $2.6M | -$302.2K | 2.6% |
| DAYMARK WEALTH PARTNERS, LLC | 8,216 | +12 | $2.1M | -$293.8K | 0.1% |
| Korea Investment CORP | 37,618 | +5,760 | $9.4M | +$292.4K | 18.1% |
| Cetera Investment Advisers | 28,466 | +4,607 | $7.1M | +$292.4K | 19.3% |
| Investment Management Corp of Ontario | 5,607 | +1,678 | $1.4M | +$278.8K | 42.7% |
| SYON CAPITAL LLC | 2,440 | +1,258 | $612.2K | +$272.8K | 106.4% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 110,675 | +14,892 | $27.8M | +$270.7K | 15.5% |
| VIRTUS ADVISERS, LLC | 1,130 | +1,035 | $297.9K | +$270.6K | 1089.5% |
| BANK OF NOVA SCOTIA | 14,376 | +2,724 | $3.6M | +$261.8K | 23.4% |
| Russell Investments Group, Ltd. | 96,639 | +11,076 | $24.3M | -$257.1K | 12.9% |
| JONES FINANCIAL COMPANIES LLLP | 6,405 | +1,580 | $1.6M | +$252.0K | 32.7% |
| Wealthfront Advisers LLC | 7,524 | +107 | $1.9M | -$241.5K | 1.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14,724 | +2,693 | $3.7M | +$240.3K | 22.4% |
| DANSKE BANK A/S | 41,602 | +6,080 | $10.4M | +$240.2K | 17.1% |
| M&T Bank Corp | 14,109 | +979 | $3.5M | -$229.2K | 7.5% |
| ProShare Advisors LLC | 15,966 | +1,227 | $4.0M | -$225.4K | 8.3% |
| Private Advisor Group, LLC | 8,101 | +250 | $2.0M | -$221.4K | 3.2% |
| Southeast Asset Advisors, LLC | 14,740 | +2,601 | $3.7M | +$213.3K | 21.4% |
| Mirae Asset Global Investments Co., Ltd. | 15,191 | +2,649 | $3.8M | +$210.8K | 21.1% |
| D.A. DAVIDSON & CO. | 15,751 | +1,290 | $4.0M | -$199.6K | 8.9% |
| Wealthspire Advisors, LLC | 3,255 | +1,101 | $816.6K | +$198.3K | 51.1% |
| BENJAMIN EDWARDS INC | 2,065 | +931 | $518.0K | +$192.4K | 82.1% |
| Clear Harbor Asset Management, LLC | 5,625 | +62 | $1.4M | -$185.7K | 1.1% |
| Crestwood Advisors Group, LLC | 2,233 | +928 | $560.2K | +$185.6K | 71.1% |
| Roundview Capital LLC | 5,981 | +164 | $1.5M | -$169.3K | 2.8% |
| SALEM INVESTMENT COUNSELORS INC | 9,977 | +684 | $2.5M | -$164.6K | 7.4% |
| NewEdge Advisors, LLC | 9,807 | +684 | $2.5M | -$158.8K | 7.5% |
| GAMMA Investing LLC | 4,387 | +7 | $1.1M | -$156.7K | 0.1% |
| Manchester Capital Management LLC | 4,170 | +9 | $1.0M | -$148.3K | 0.2% |
| Kestra Advisory Services, LLC | 14,048 | +1,258 | $3.5M | -$147.1K | 9.8% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 9,582 | +705 | $2.4M | -$144.3K | 7.9% |
| Crossmark Global Holdings, Inc. | 3,992 | +985 | $1.0M | +$138.3K | 32.8% |
| Versant Capital Management, Inc | 800 | +573 | $200.7K | +$135.5K | 252.4% |
| TRUIST FINANCIAL CORP | 25,105 | +2,706 | $6.3M | -$131.6K | 12.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,067 | +718 | $518.6K | +$131.3K | 53.2% |
| ANGELES WEALTH MANAGEMENT, LLC | 1,908 | +688 | $478.7K | +$128.5K | 56.4% |
| Global Retirement Partners, LLC | 1,300 | +572 | $326.2K | +$117.1K | 78.6% |
| Inspire Advisors, LLC | 3,927 | +94 | $985.2K | -$115.1K | 2.5% |
| Cornell Pochily Investment Advisors, Inc. | 3,351 | +51 | $840.7K | -$106.5K | 1.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 2,983 | +27 | $748.4K | -$100.2K | 0.9% |
| Forum Financial Management, LP | 2,837 | +16 | $711.7K | -$98.0K | 0.6% |
| Resonant Capital Advisors, LLC | 3,773 | +138 | $946.6K | -$96.9K | 3.8% |
| NEOS Investment Management LLC | 2,750 | +11 | $689.9K | -$96.3K | 0.4% |
| MACQUARIE GROUP LTD | 15,913 | +1,685 | $4.0M | -$92.0K | 11.8% |
| Norinchukin Bank, The | 5,054 | +321 | $1.3M | -$90.7K | 6.8% |
| RWA WEALTH PARTNERS, LLC | 2,532 | +15 | $635.2K | -$87.3K | 0.6% |
| HB Wealth Management, LLC | 3,339 | +123 | $837.9K | -$85.5K | 3.8% |
| Grove Bank & Trust | 3,449 | +141 | $865.3K | -$84.3K | 4.3% |
| TIAA TRUST, NATIONAL ASSOCIATION | 4,081 | +223 | $1.0M | -$83.6K | 5.8% |
| FIRST HORIZON CORP | 2,728 | +53 | $684.4K | -$83.5K | 2.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 2,938 | +82 | $737.1K | -$82.8K | 2.9% |
| Venturi Wealth Management, LLC | 2,479 | +28 | $621.9K | -$81.7K | 1.1% |
| Tempus Wealth Planning, LLC | 2,359 | +20 | $591.8K | -$79.6K | 0.8% |
| Geneos Wealth Management Inc. | 577 | +347 | $144.8K | +$78.7K | 150.9% |
| PKO Investment Management Joint-Stock Co | 1,000 | +400 | $250.9K | +$78.6K | 66.7% |
| AZZAD ASSET MANAGEMENT INC /ADV | 2,176 | +4 | $545.8K | -$77.6K | 0.2% |
| COMERICA BANK | 32,175 | +3,796 | $8.1M | -$74.4K | 13.4% |
| Farther Finance Advisors, LLC | 2,573 | +79 | $645.5K | -$70.6K | 3.2% |
| Canada Post Corp Registered Pension Plan | 1,753 | +440 | $439.8K | +$68.5K | 33.5% |
| Orion Porfolio Solutions, LLC | 15,079 | +1,665 | $3.8M | -$67.6K | 12.4% |
| Siemens Fonds Invest GmbH | 2,761 | +561 | $698.7K | +$67.2K | 25.5% |
| Grandview Asset Management LLC | 1,854 | +1 | $465.1K | -$66.7K | 0.1% |
| Steward Partners Investment Advisory, LLC | 1,408 | +408 | $353.2K | +$65.8K | 40.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 2,153 | +61 | $540.2K | -$60.4K | 2.9% |
| SHEETS SMITH WEALTH MANAGEMENT | 1,642 | +5 | $411.9K | -$58.1K | 0.3% |
| XPONANCE, INC. | 14,236 | +1,995 | $3.6M | +$57.6K | 16.3% |
| Prestige Wealth Management Group LLC | 296 | +248 | $70.8K | +$57.0K | 516.7% |
| Fisher Asset Management, LLC | 1,754 | +24 | $440.2K | -$56.5K | 1.4% |
| WHITE PINE CAPITAL LLC | 1,543 | +3 | $387.1K | -$55.0K | 0.2% |
| Parallel Advisors, LLC | 4,067 | +704 | $1.0M | +$54.9K | 20.9% |
| Coastal Bridge Advisors, LLC | 1,690 | +33 | $424.0K | -$51.7K | 2.0% |
| UMB Bank, n.a. | 445 | +234 | $111.6K | +$51.1K | 110.9% |
| Optimize Financial Inc | 1,542 | +20 | $386.9K | -$50.0K | 1.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | 1,623 | +35 | $407.2K | -$48.7K | 2.2% |
| Hilltop Holdings Inc. | 1,631 | +41 | $409.1K | -$47.2K | 2.6% |
| Moss Adams Wealth Advisors LLC | 1,317 | +4 | $330.4K | -$46.5K | 0.3% |
| BESSEMER GROUP INC | 393,189 | +209,947 | $98.6K | +$46.0K | 114.6% |
| PRINCIPAL SECURITIES, INC. | 7,100 | +1,053 | $1.8M | +$45.5K | 17.4% |
| HighPoint Advisor Group LLC | 1,275 | +2 | $319.8K | -$45.5K | 0.1% |
| CreativeOne Wealth, LLC | 1,409 | +25 | $353.5K | -$43.7K | 1.8% |
| Financial Sense Advisors, Inc. | 1,211 | +3 | $303.9K | -$42.9K | 0.2% |
| MGO ONE SEVEN LLC | 1,171 | +6 | $293.8K | -$40.6K | 0.5% |
| QRG CAPITAL MANAGEMENT, INC. | 3,340 | +281 | $838.0K | -$40.2K | 9.2% |
| Curi Capital, LLC | 1,725 | +78 | $432.8K | -$40.0K | 4.7% |
| FIRST MANHATTAN CO. LLC. | 1,280 | +300 | $321.1K | +$39.8K | 30.6% |
| Carr Financial Group Corp | 1,123 | +3 | $281.9K | -$39.8K | 0.3% |
| Concurrent Investment Advisors, LLC | 3,296 | +552 | $826.9K | +$39.2K | 20.1% |
| STEPHENS INC /AR/ | 1,135 | +7 | $284.7K | -$39.0K | 0.6% |
| Douglass Winthrop Advisors, LLC | 1,773 | +356 | $444.8K | +$38.0K | 25.1% |
| Horizon Investments, LLC | 1,317 | +36 | $330.4K | -$37.3K | 2.8% |
| SATOVSKY ASSET MANAGEMENT LLC | 1,136 | +15 | $284.9K | -$37.0K | 1.3% |
| Aptus Capital Advisors, LLC | 2,183 | +149 | $547.7K | -$36.2K | 7.3% |
| Ethic Inc. | 12,626 | +1,468 | $3.2M | -$35.4K | 13.2% |
| McGlone Suttner Wealth Management, Inc. | 1,003 | +5 | $251.6K | -$34.9K | 0.5% |
| Ancora Advisors LLC | 412 | +170 | $103.4K | +$33.9K | 70.2% |
| Caitong International Asset Management Co., Ltd | 162 | +138 | $40.6K | +$33.8K | 575.0% |
| JOHNSON INVESTMENT COUNSEL INC | 1,012 | +11 | $253.9K | -$33.5K | 1.1% |
| Pure Financial Advisors, LLC | 1,035 | +18 | $259.6K | -$32.3K | 1.8% |
| PETTYJOHN, WOOD & WHITE, INC | 1,124 | +31 | $282.0K | -$31.8K | 2.8% |
| HUNTINGTON NATIONAL BANK | 1,291 | +55 | $323.9K | -$30.9K | 4.4% |
| PROFUND ADVISORS LLC | 1,348 | +277 | $338.2K | +$30.7K | 25.9% |
| &PARTNERS | 10,199 | +1,185 | $2.6M | -$30.7K | 13.1% |
| Krilogy Financial LLC | 1,691 | +8 | $452.1K | +$30.2K | 0.5% |
| Meridian Financial Partners LLC | 5,594 | +62 | $1.5M | -$29.8K | 1.1% |
| Baltimore-Washington Financial Advisors, Inc. | 894 | +9 | $224.3K | -$29.6K | 1.0% |
| CENTRAL TRUST Co | 841 | +4 | $211.0K | -$29.3K | 0.5% |
| Aaron Wealth Advisors LLC | 1,278 | +60 | $320.6K | -$29.0K | 4.9% |
| PINNACLE ASSOCIATES LTD | 1,126 | +42 | $282.5K | -$28.7K | 3.9% |
| BROWN BROTHERS HARRIMAN & CO | 924 | +17 | $231.8K | -$28.6K | 1.9% |
| Truvestments Capital LLC | 213 | +123 | $53.4K | +$27.6K | 136.7% |
| GeoWealth Management, LLC | 1,234 | +62 | $309.6K | -$26.7K | 5.3% |
| FEDERATED HERMES, INC. | 517 | +156 | $129.7K | +$26.1K | 43.2% |
| Callan Family Office, LLC | 1,403 | +263 | $351.9K | +$24.7K | 23.1% |
| Dynamic Wealth Strategies, LLC | 862 | +190 | $216.3K | +$23.4K | 28.3% |
| World Investment Advisors | 1,724 | +325 | $379.3K | -$22.4K | 23.2% |
| CHILTON INVESTMENT CO INC. | 1,170 | +78 | $293.5K | -$19.9K | 7.1% |
| Essex Financial Services, Inc. | 2,737 | +278 | $686.6K | -$19.2K | 11.3% |
| NBC SECURITIES, INC. | 537 | +8 | $134.7K | -$17.1K | 1.5% |
| Somerset Trust Co | 861 | +49 | $216.0K | -$17.1K | 6.0% |
| Thrivent Financial for Lutherans | 577,027 | +14,021 | $144.8K | -$16.9K | 2.5% |
| CHOREO, LLC | 6,098 | +669 | $1.5M | -$15.1K | 12.3% |
| MONTAG A & ASSOCIATES INC | 69 | +58 | $17.3K | +$14.2K | 527.3% |
| PFG Investments, LLC | 1,236 | +204 | $310.1K | +$14.0K | 19.8% |
| Parkside Financial Bank & Trust | 539 | +21 | $135.2K | -$13.5K | 4.0% |
| Waverly Advisors, LLC | 3,678 | +419 | $922.7K | -$12.7K | 12.8% |
| Newbridge Financial Services Group, Inc. | 91 | +51 | $22.8K | +$11.3K | 127.5% |
| Stratos Wealth Partners, LTD. | 2,037 | +218 | $511.1K | -$11.1K | 12.0% |
| SG Americas Securities, LLC | 68,082 | +47,165 | $17.1K | +$11.1K | 225.5% |
| Smartleaf Asset Management LLC | 673 | +32 | $170.5K | -$10.9K | 5.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 668 | +47 | $167.8K | -$10.7K | 7.6% |
| Marshall & Sterling Wealth Advisors Inc. | 278 | +1 | $69.7K | -$9.8K | 0.4% |
| Vise Technologies, Inc. | 2,180 | +241 | $547.0K | -$9.7K | 12.4% |
| Ausdal Financial Partners, Inc. | 2,413 | +271 | $605.3K | -$9.5K | 12.7% |
| B. Riley Wealth Advisors, Inc. | 828 | +72 | $207.8K | -$9.1K | 9.5% |
| Larson Financial Group LLC | 211 | +57 | $52.9K | +$8.8K | 37.0% |
| Lido Advisors, LLC | 2,258 | +55 | $641.2K | +$8.6K | 2.5% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 823 | +75 | $206.5K | -$8.2K | 10.0% |
| Rossby Financial, LCC | 572 | +28 | $143.6K | -$8.2K | 5.1% |
| Salomon & Ludwin, LLC | 48 | +33 | $12.2K | +$8.0K | 220.0% |
| Apollon Wealth Management, LLC | 1,357 | +145 | $340.5K | -$7.5K | 12.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,199 | +172 | $300.8K | +$6.0K | 16.7% |
| Wedmont Private Capital | 984 | +72 | $249.7K | -$5.3K | 7.9% |
| Accurate Wealth Management, LLC | 1,361 | +117 | $342.8K | -$5.2K | 9.4% |
| CYBER HORNET ETFs LLC | 244 | +13 | $61.2K | -$5.1K | 5.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 289 | +52 | $72.5K | +$4.5K | 21.9% |
| Ashton Thomas Private Wealth, LLC | 2,419 | +291 | $606.9K | -$4.0K | 13.7% |
| Wealth Watch Advisors, INC | 15 | +13 | $3.8K | +$3.2K | 650.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 82,578 | +21,451 | $20.7K | +$3.2K | 35.1% |
| REAP Financial Group, LLC | 218 | +37 | $54.7K | +$2.8K | 20.4% |
| PEAPACK GLADSTONE FINANCIAL CORP | 88,391 | +1,481 | $22.2K | -$2.8K | 1.7% |
| BOK Financial Private Wealth, Inc. | 53 | +16 | $13.3K | +$2.7K | 43.2% |
| Park Place Capital Corp | 143 | +27 | $35.9K | +$2.6K | 23.3% |
| Beacon Pointe Advisors, LLC | 1,812 | +237 | $454.7K | +$2.6K | 15.0% |
| JFS WEALTH ADVISORS, LLC | 65 | +17 | $16.3K | +$2.5K | 35.4% |
| Quent Capital, LLC | 193 | +16 | $48.4K | -$2.4K | 9.0% |
| True Wealth Design, LLC | 30 | +12 | $7.4K | +$2.4K | 66.7% |
| Cullen/Frost Bankers, Inc. | 176 | +14 | $44.3K | -$2.1K | 8.6% |
| ORG Partners LLC | 95 | +19 | $23.8K | +$2.0K | 25.0% |
| Global X Japan Co., Ltd. | 39 | +11 | $9.8K | +$1.7K | 39.3% |
| WealthBridge Investment Counsel Inc. | 34,856 | +110 | $8.7K | -$1.2K | 0.3% |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | +6 | $4.0K | +$1.1K | 60.0% |
| SouthState Corp | 176 | +26 | $44.2K | +$1.1K | 17.3% |
| Mn Services Vermogensbeheer B.V. | 32,180 | +1,282 | $8.1K | -$797 | 4.1% |
| Retirement Planning Group, LLC | 1,016 | +126 | $254.9K | -$674 | 14.2% |
| MJT & Associates Financial Advisory Group, Inc. | 22 | +5 | $5.5K | +$639 | 29.4% |
| OAKWORTH CAPITAL, INC. | 223 | +26 | $55.9K | -$604 | 13.2% |
| Bay Harbor Wealth Management, LLC | 16 | +4 | $4.0K | +$570 | 33.3% |
| Aspect Partners, LLC | 4 | +2 | $1.0K | +$430 | 100.0% |
| Daiwa Securities Group Inc. | 13,440 | +360 | $3.4K | -$383 | 2.8% |
| EVOLUTION WEALTH MANAGEMENT INC. | 2 | +1 | $538 | +$251 | 100.0% |
| State of Alaska, Department of Revenue | 11,798 | +2,325 | $3.0K | +$241 | 24.5% |
| Asset Dedication, LLC | 10 | +2 | $2.5K | +$233 | 25.0% |
| Cambridge Investment Research Advisors, Inc. | 11,076 | +643 | $2.8K | -$216 | 6.2% |
| Handelsbanken Fonder AB | 32,199 | +4,780 | $8.1K | +$207 | 17.4% |
| Hughes Financial Services, LLC | 38 | +2 | $9.5K | +$132 | 5.5% |
| DELPHI MANAGEMENT INC /MA/ | 5,662 | +348 | $1.4K | -$105 | 6.5% |
| CX Institutional | 1,017 | +42 | $255 | -$25 | 4.3% |
| Dunhill Financial, LLC | 9 | +1 | $2.2K | -$16 | 12.5% |
| Penserra Capital Management LLC | 6 | +3 | $1 | +$1 | 100.0% |
| HANTZ FINANCIAL SERVICES, INC. | 136 | +14 | $34 | -$1 | 11.5% |