13F QoQ Ownership Changes
LULU Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 245 new · 295 added · 464 reduced · 167 exited
New Positions(245)
Added To(295)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 2,372,736 | +1,549,398 | $493.1M | +$346.6M | 188.2% |
| FMR LLC | 4,984,289 | +918,230 | $1.04B | +$312.3M | 22.6% |
| Point72 Asset Management, L.P. | 1,430,717 | +1,367,817 | $297.3M | +$286.1M | 2174.6% |
| NORGES BANK | 1,744,852 | +1,459,331 | $362.6M | +$285.1M | 511.1% |
| BANK OF NOVA SCOTIA | 923,695 | +908,180 | $192.0M | +$189.2M | 5853.6% |
| Qube Research & Technologies Ltd | 1,702,400 | +496,600 | $353.8M | +$139.2M | 41.2% |
| MILLENNIUM MANAGEMENT LLC | 1,335,168 | +477,365 | $277.5M | +$124.8M | 55.6% |
| Holocene Advisors, LP | 639,303 | +587,668 | $132.9M | +$123.7M | 1138.1% |
| GOLDMAN SACHS GROUP INC | 979,054 | +426,860 | $203.5M | +$105.2M | 77.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,049,911 | +71,464 | $631.5M | +$103.6M | 2.4% |
| Walleye Trading LLC | 1,499,331 | +301,096 | $311.6M | +$98.4M | 25.1% |
| NOMURA HOLDINGS INC | 542,485 | +437,143 | $112.7M | +$94.0M | 415.0% |
| MORGAN STANLEY | 2,197,158 | +59,282 | $456.6M | +$76.2M | 2.8% |
| NATIONAL BANK OF CANADA /FI/ | 715,162 | +269,879 | $148.6M | +$69.4M | 60.6% |
| Assenagon Asset Management S.A. | 438,461 | +315,150 | $91.1M | +$69.2M | 255.6% |
| CITIGROUP INC | 620,181 | +261,310 | $128.9M | +$65.0M | 72.8% |
| Walleye Capital LLC | 451,389 | +275,579 | $93.8M | +$62.5M | 156.7% |
| Balyasny Asset Management L.P. | 528,801 | +197,087 | $109.9M | +$50.9M | 59.4% |
| Gotham Asset Management, LLC | 282,434 | +192,956 | $58.7M | +$42.8M | 215.6% |
| MUFG Securities EMEA plc | 204,424 | +202,337 | $42.5M | +$42.1M | 9695.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 181,952 | +162,126 | $37.8M | +$34.0M | 817.7% |
| Jain Global LLC | 172,474 | +154,197 | $35.8M | +$32.6M | 843.7% |
| Legal & General Group Plc | 981,838 | +13,296 | $204.0M | +$31.7M | 1.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 823,197 | +26,557 | $171.1M | +$29.3M | 3.3% |
| Quantinno Capital Management LP | 158,534 | +126,148 | $32.9M | +$27.2M | 389.5% |
| TWO SIGMA INVESTMENTS, LP | 204,858 | +110,636 | $42.6M | +$25.8M | 117.4% |
| WELLS FARGO & COMPANY/MN | 542,062 | +50,403 | $112.6M | +$25.2M | 10.3% |
| Nuveen, LLC | 399,678 | +71,664 | $83.1M | +$24.7M | 21.8% |
| Amundi | 504,865 | +39,773 | $104.9M | +$23.9M | 8.6% |
| Baird Financial Group, Inc. | 279,249 | +85,722 | $58.0M | +$23.6M | 44.3% |
| Bank of New York Mellon Corp | 608,387 | +30,039 | $126.4M | +$23.5M | 5.2% |
| FEDERATED HERMES, INC. | 126,632 | +108,465 | $26.3M | +$23.1M | 597.0% |
| CANADA PENSION PLAN INVESTMENT BOARD | 229,848 | +88,158 | $47.8M | +$22.6M | 62.2% |
| Rockefeller Capital Management L.P. | 125,246 | +98,237 | $26.0M | +$21.2M | 363.7% |
| Ensign Peak Advisors, Inc | 133,761 | +85,955 | $27.8M | +$19.3M | 179.8% |
| SIMPLEX TRADING, LLC | 73,917 | +49,485 | $15.4M | +$15.4M | 202.5% |
| DEUTSCHE BANK AG\ | 456,235 | +491 | $94.8M | +$13.7M | 0.1% |
| AMERICAN CENTURY COMPANIES INC | 365,632 | +13,821 | $76.0M | +$13.4M | 3.9% |
| Verition Fund Management LLC | 97,983 | +43,767 | $20.4M | +$10.7M | 80.7% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,915 | +43,548 | $20.3M | +$10.7M | 80.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78,608 | +36,217 | $17.0M | +$9.6M | 85.4% |
| Russell Investments Group, Ltd. | 133,684 | +28,490 | $27.9M | +$9.1M | 27.1% |
| Korea Investment CORP | 94,230 | +32,218 | $19.6M | +$8.5M | 52.0% |
| JONES FINANCIAL COMPANIES LLLP | 47,865 | +36,556 | $9.9M | +$8.0M | 323.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 234,931 | +101 | $49.5M | +$7.7M | 0.0% |
| Marex Group plc | 58,243 | +29,464 | $12.1M | +$7.0M | 102.4% |
| SCOTIA CAPITAL INC. | 136,294 | +5,830 | $28.3M | +$5.1M | 4.5% |
| Voleon Capital Management LP | 24,663 | +22,569 | $5.1M | +$4.8M | 1077.8% |
| DE BURLO GROUP INC | 73,925 | +13,800 | $15.4M | +$4.7M | 22.9% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 107,400 | +8,100 | $22.3M | +$4.7M | 8.2% |
| RAYMOND JAMES FINANCIAL INC | 102,712 | +8,789 | $21.4M | +$4.5M | 9.3% |
| Edgestream Partners, L.P. | 23,407 | +21,593 | $4.9M | +$4.5M | 1190.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 16,193 | +14,254 | $4.8M | +$4.5M | 735.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 45,062 | +16,901 | $9.4M | +$4.4M | 60.0% |
| Giverny Capital Inc. | 144,237 | +236 | $30.0M | +$4.4M | 0.2% |
| Creative Planning | 50,003 | +15,972 | $10.4M | +$4.3M | 46.9% |
| Moran Wealth Management, LLC | 31,244 | +18,205 | $6.5M | +$4.2M | 139.6% |
| Stelac Advisory Services LLC | 35,074 | +17,459 | $7.3M | +$4.2M | 99.1% |
| SIG BROKERAGE, LP | 34,143 | +17,143 | $7.1M | +$4.1M | 100.8% |
| Pacific Heights Asset Management LLC | 75,000 | +10,000 | $15.6M | +$4.0M | 15.4% |
| Focus Partners Wealth | 27,638 | +18,845 | $5.6M | +$4.0M | 214.3% |
| Freestone Grove Partners LP | 25,333 | +18,102 | $5.3M | +$4.0M | 250.3% |
| Federation des caisses Desjardins du Quebec | 56,443 | +11,506 | $11.7M | +$3.7M | 25.6% |
| SummitTX Capital, L.P. | 25,881 | +16,264 | $5.4M | +$3.7M | 169.1% |
| Ameritas Advisory Services, LLC | 18,198 | +17,336 | $3.8M | +$3.6M | 2011.1% |
| AVIVA PLC | 93,944 | +4,541 | $19.5M | +$3.6M | 5.1% |
| Bank Julius Baer & Co. Ltd, Zurich | 40,693 | +12,394 | $8.5M | +$3.4M | 43.8% |
| CREDIT AGRICOLE S A | 52,662 | +10,448 | $10.9M | +$3.4M | 24.8% |
| Quinn Opportunity Partners LLC | 83,532 | +4,775 | $17.4M | +$3.3M | 6.1% |
| Massar Capital Management, LP | 23,697 | +13,597 | $4.9M | +$3.1M | 134.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 43,054 | +8,732 | $8.9M | +$2.8M | 25.4% |
| DANSKE BANK A/S | 66,406 | +4,044 | $13.8M | +$2.7M | 6.5% |
| Zuckerman Investment Group, LLC | 74,838 | +1,890 | $15.6M | +$2.6M | 2.6% |
| Illinois Municipal Retirement Fund | 47,071 | +6,220 | $9.8M | +$2.5M | 15.2% |
| Brevan Howard Capital Management LP | 15,218 | +11,330 | $3.2M | +$2.5M | 291.4% |
| XPONANCE, INC. | 30,761 | +7,859 | $6.4M | +$2.3M | 34.3% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 25,594 | +8,134 | $5.3M | +$2.2M | 46.6% |
| Corient Private Wealth LLC | 42,985 | +31,236 | $4.3M | +$2.2M | 265.9% |
| Vident Advisory, LLC | 13,181 | +9,827 | $2.7M | +$2.1M | 293.0% |
| MEEDER ASSET MANAGEMENT INC | 9,681 | +9,626 | $2.0M | +$2.0M | 17501.8% |
| AZZAD ASSET MANAGEMENT INC /ADV | 19,757 | +7,875 | $4.1M | +$2.0M | 66.3% |
| ENVESTNET ASSET MANAGEMENT INC | 62,021 | +531 | $12.9M | +$1.9M | 0.9% |
| TRUIST FINANCIAL CORP | 21,334 | +6,974 | $4.4M | +$1.9M | 48.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 57,508 | +270 | $12.0M | +$1.8M | 0.5% |
| DRW Securities, LLC | 23,433 | +5,933 | $4.9M | +$1.8M | 33.9% |
| Westerkirk Capital Inc. | 16,579 | +6,800 | $3.4M | +$1.7M | 69.5% |
| State of Tennessee, Department of Treasury | 41,743 | +8,711 | $7.3M | +$1.4M | 26.4% |
| USS Investment Management Ltd | 26,267 | +3,175 | $5.5M | +$1.4M | 13.7% |
| Blueshift Asset Management, LLC | 7,570 | +6,293 | $1.6M | +$1.3M | 492.8% |
| Ransom Advisory, Ltd | 4,945 | +3,505 | $1.6M | +$1.3M | 243.4% |
| RFG Advisory, LLC | 8,396 | +5,760 | $1.7M | +$1.3M | 218.5% |
| Avanza Fonder AB | 18,237 | +4,105 | $3.8M | +$1.3M | 29.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 19,098 | +3,455 | $4.0M | +$1.2M | 22.1% |
| Ashton Thomas Private Wealth, LLC | 15,393 | +3,955 | $3.2M | +$1.2M | 34.6% |
| NISA INVESTMENT ADVISORS, LLC | 9,141 | +4,982 | $1.9M | +$1.2M | 119.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 21,142 | +3,313 | $4.3M | +$1.1M | 18.6% |
| Engineers Gate Manager LP | 9,694 | +4,825 | $2.0M | +$1.1M | 99.1% |
| BENJAMIN EDWARDS INC | 7,081 | +5,118 | $1.5M | +$1.1M | 260.7% |
| Shay Capital LLC | 9,875 | +4,600 | $2.1M | +$1.1M | 87.2% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 36,208 | +100 | $7.5M | +$1.1M | 0.3% |
| Wealthfront Advisers LLC | 9,947 | +3,970 | $2.1M | +$1.0M | 66.4% |
| Investment Management Corp of Ontario | 9,170 | +4,086 | $1.9M | +$1.0M | 80.4% |
| Arkadios Wealth Advisors | 9,040 | +4,072 | $1.9M | +$994.6K | 82.0% |
| Czech National Bank | 28,455 | +756 | $5.9M | +$984.8K | 2.7% |
| Anchor Investment Management, LLC | 10,323 | +3,701 | $2.1M | +$967.0K | 55.9% |
| CAPTRUST FINANCIAL ADVISORS | 15,593 | +2,674 | $3.2M | +$941.7K | 20.7% |
| DNB Asset Management AS | 22,443 | +1,493 | $4.7M | +$936.2K | 7.1% |
| TD Waterhouse Canada Inc. | 18,162 | +2,127 | $3.8M | +$924.7K | 13.3% |
| PNC Financial Services Group, Inc. | 14,473 | +2,675 | $3.0M | +$908.4K | 22.7% |
| Banco Santander, S.A. | 7,670 | +3,800 | $1.6M | +$905.3K | 98.2% |
| ALLSTATE CORP | 7,648 | +3,597 | $1.6M | +$868.5K | 88.8% |
| MML INVESTORS SERVICES, LLC | 11,990 | +2,852 | $2.5M | +$865.7K | 31.2% |
| QUADRANT CAPITAL GROUP LLC | 4,607 | +3,961 | $957.4K | +$842.4K | 613.1% |
| Militia Capital Partners, LP | 6,000 | +4,000 | $1.2M | +$831.2K | 200.0% |
| BLI - Banque de Luxembourg Investments | 14,700 | +1,700 | $3.1M | +$768.0K | 13.1% |
| Cerity Partners LLC | 16,159 | +1,508 | $3.4M | +$751.3K | 10.3% |
| HARBOUR INVESTMENTS, INC. | 3,734 | +3,230 | $776.0K | +$686.3K | 640.9% |
| Asset Dedication, LLC | 3,295 | +3,217 | $684.7K | +$670.9K | 4124.4% |
| Vanguard Personalized Indexing Management, LLC | 11,259 | +1,878 | $2.3M | +$670.3K | 20.0% |
| SFMG, LLC | 15,432 | +1,138 | $3.2M | +$663.7K | 8.0% |
| M&T Bank Corp | 6,114 | +2,657 | $1.3M | +$656.7K | 76.8% |
| Banque Cantonale Vaudoise | 3,154 | +732 | $655.0K | +$654.6K | 30.2% |
| Silverleafe Capital Partners, LLC | 6,450 | +2,500 | $1.3M | +$637.6K | 63.3% |
| Eaton Financial Holdings Company, LLC | 13,020 | +1,362 | $2.7M | +$631.4K | 11.7% |
| Stratos Wealth Advisors, LLC | 6,191 | +2,383 | $1.3M | +$609.0K | 62.6% |
| EXENCIAL WEALTH ADVISORS, LLC | 8,098 | +2,040 | $1.7M | +$605.1K | 33.7% |
| Tower Research Capital LLC (TRC) | 5,044 | +2,502 | $1.0M | +$595.9K | 98.4% |
| Sequoia Financial Advisors, LLC | 4,343 | +2,581 | $902.4K | +$588.9K | 146.5% |
| Richard W. Paul & Associates, LLC | 7,086 | +2,079 | $1.5M | +$581.6K | 41.5% |
| Summit Trail Advisors, LLC | 6,425 | +2,117 | $1.3M | +$568.7K | 49.1% |
| Stratos Investment Management, LLC | 17,103 | +278 | $3.6M | +$560.5K | 1.6% |
| TWO SIGMA SECURITIES, LLC | 4,754 | +2,344 | $987.9K | +$559.1K | 97.3% |
| Sage Mountain Advisors LLC | 5,465 | +2,152 | $1.1M | +$546.2K | 65.0% |
| S-Bank Fund Management Ltd | 13,000 | +838 | $2.7M | +$537.5K | 6.9% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 16,900 | +100 | $3.5M | +$522.8K | 0.6% |
| NewEdge Advisors, LLC | 10,522 | +1,164 | $2.2M | +$521.7K | 12.4% |
| JANUS HENDERSON GROUP PLC | 14,527 | +660 | $3.0M | +$508.1K | 4.8% |
| Applied Finance Capital Management, LLC | 4,556 | +2,056 | $946.8K | +$502.0K | 82.2% |
| SAXON INTERESTS, INC. | 3,660 | +2,376 | $760.6K | +$501.0K | 185.0% |
| Peterson Wealth Services | 12,050 | +11,968 | $2.5M | +$487.8K | 14595.1% |
| Legacy Financial Advisors, Inc. | 4,064 | +2,010 | $844.5K | +$479.0K | 97.8% |
| FIFTH THIRD BANCORP | 5,079 | +1,829 | $1.1M | +$477.2K | 56.3% |
| ING GROEP NV | 4,054 | +1,943 | $842.5K | +$466.9K | 92.0% |
| Raiffeisen Bank International AG | 10,070 | +636 | $2.1M | +$431.7K | 6.7% |
| J. Safra Sarasin Holding AG | 7,849 | +1,100 | $1.6M | +$430.3K | 16.3% |
| TILIA FIDUCIARY PARTNERS, INC. | 10,972 | +559 | $2.3M | +$427.3K | 5.4% |
| BAR HARBOR WEALTH MANAGEMENT | 5,154 | +1,505 | $1.1M | +$421.8K | 41.2% |
| Centiva Capital, LP | 13,664 | +64 | $2.8M | +$419.7K | 0.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2,125 | +2,000 | $441.6K | +$419.4K | 1600.0% |
| Aspen Grove Capital, LLC | 12,500 | +164 | $2.6M | +$402.7K | 1.3% |
| Mutual Advisors, LLC | 10,569 | +470 | $2.2M | +$388.0K | 4.7% |
| GHP Investment Advisors, Inc. | 2,119 | +1,822 | $440.4K | +$387.5K | 613.5% |
| Rathbones Group PLC | 6,253 | +1,096 | $1.3M | +$381.9K | 21.3% |
| Ethic Inc. | 3,000 | +1,635 | $623.5K | +$380.6K | 119.8% |
| B. Metzler seel. Sohn & Co. AG | 6,548 | +1,013 | $1.4M | +$375.9K | 18.3% |
| XY Capital Ltd | 2,800 | +1,400 | $581.9K | +$332.8K | 100.0% |
| Gradient Investments LLC | 6,511 | +771 | $1.4M | +$331.7K | 13.4% |
| Stiles Financial Services Inc | 6,250 | +771 | $1.3M | +$323.9K | 14.1% |
| JT Stratford LLC | 4,119 | +1,052 | $856.0K | +$310.3K | 34.3% |
| Meridian Wealth Management, LLC | 5,570 | +784 | $1.2M | +$305.9K | 16.4% |
| Whelan Financial | 4,760 | +909 | $989.2K | +$304.0K | 23.6% |
| CHOREO, LLC | 3,589 | +1,042 | $756.1K | +$302.9K | 40.9% |
| OneDigital Investment Advisors LLC | 4,166 | +986 | $865.7K | +$299.9K | 31.0% |
| Murphy & Mullick Capital Management Corp | 1,513 | +1,352 | $314.4K | +$287.0K | 839.8% |
| TD PRIVATE CLIENT WEALTH LLC | 1,338 | +1,278 | $278.1K | +$267.4K | 2130.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 7,969 | +162 | $1.7M | +$266.9K | 2.1% |
| QRG CAPITAL MANAGEMENT, INC. | 4,866 | +619 | $1.0M | +$255.5K | 14.6% |
| Crestwood Advisors Group, LLC | 2,198 | +1,059 | $456.7K | +$254.1K | 93.0% |
| MGO ONE SEVEN LLC | 2,327 | +987 | $483.6K | +$245.1K | 73.7% |
| American Alpha Advisors, LLC | 2,500 | +950 | $519.5K | +$243.7K | 61.3% |
| Allspring Global Investments Holdings, LLC | 6,427 | +165 | $1.4M | +$242.9K | 2.6% |
| HB Wealth Management, LLC | 3,003 | +854 | $624.1K | +$241.7K | 39.7% |
| Versant Capital Management, Inc | 1,487 | +1,102 | $309.0K | +$240.5K | 286.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,167 | +959 | $450.3K | +$235.4K | 79.4% |
| Orion Porfolio Solutions, LLC | 6,223 | +214 | $1.3M | +$223.9K | 3.6% |
| Truvestments Capital LLC | 3,540 | +460 | $735.6K | +$187.6K | 14.9% |
| Concurrent Investment Advisors, LLC | 3,265 | +460 | $678.5K | +$179.4K | 16.4% |
| 180 WEALTH ADVISORS, LLC | 4,454 | +244 | $925.6K | +$176.5K | 5.8% |
| RENASANT BANK | 4,334 | +254 | $900.6K | +$174.7K | 6.2% |
| SBI Securities Co., Ltd. | 4,409 | +235 | $916.2K | +$173.6K | 5.6% |
| Canada Post Corp Registered Pension Plan | 2,410 | +580 | $500.8K | +$173.1K | 31.7% |
| Fulton Bank, N.A. | 2,216 | +576 | $460.5K | +$168.7K | 35.1% |
| Chicago Partners Investment Group LLC | 2,304 | +774 | $440.2K | +$164.9K | 50.6% |
| GAMMA Investing LLC | 1,639 | +594 | $340.6K | +$154.7K | 56.8% |
| BROWN BROTHERS HARRIMAN & CO | 1,339 | +612 | $278.3K | +$148.9K | 84.2% |
| GREENLEAF TRUST | 2,694 | +375 | $559.8K | +$147.2K | 16.2% |
| World Investment Advisors | 5,402 | +402 | $1.0M | +$146.3K | 8.0% |
| 4WEALTH ADVISORS, INC. | 4,244 | +95 | $881.9K | +$143.7K | 2.3% |
| STEPHENS INC /AR/ | 2,022 | +440 | $420.2K | +$138.7K | 27.8% |
| KPP Advisory Services LLC | 3,946 | +88 | $820.0K | +$133.6K | 2.3% |
| Valeo Financial Advisors, LLC | 3,396 | +177 | $705.7K | +$133.0K | 5.5% |
| ASSETMARK, INC | 2,725 | +283 | $566.2K | +$131.6K | 11.6% |
| Sterling Capital Management LLC | 3,036 | +187 | $630.9K | +$124.0K | 6.6% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 3,856 | +40 | $801.3K | +$122.3K | 1.0% |
| Silvant Capital Management LLC | 3,847 | +24 | $799.4K | +$119.2K | 0.6% |
| Apollon Wealth Management, LLC | 3,139 | +114 | $652.2K | +$114.0K | 3.8% |
| WESTPAC BANKING CORP | 1,894 | +295 | $393.6K | +$109.1K | 18.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,673 | +135 | $763.3K | -$103.9K | 3.8% |
| CVA Family Office, LLC | 511 | +484 | $106.2K | +$101.4K | 1792.6% |
| Probity Advisors, Inc. | 1,636 | +278 | $340.0K | +$98.3K | 20.5% |
| WP Advisors, LLC | 1,578 | +284 | $327.9K | +$97.7K | 21.9% |
| Perigon Wealth Management, LLC | 1,431 | +287 | $297.3K | +$93.8K | 25.1% |
| Silver Coast Investments LLC | 1,531 | +249 | $318.2K | +$90.1K | 19.4% |
| Center for Financial Planning, Inc. | 912 | +350 | $189.5K | +$89.5K | 62.3% |
| Riverbend Wealth Management, LLC | 1,672 | +220 | $347.6K | +$89.2K | 15.2% |
| Ausdal Financial Partners, Inc. | 1,787 | +182 | $371.5K | +$85.9K | 11.3% |
| Spire Wealth Management | 1,051 | +304 | $218.4K | +$85.5K | 40.7% |
| CIBC Private Wealth Group LLC | 2,653 | +16 | $551.3K | +$82.1K | 0.6% |
| Manchester Capital Management LLC | 397 | +394 | $82.5K | +$81.9K | 13133.3% |
| Wealthspire Advisors, LLC | 1,361 | +227 | $282.8K | +$81.1K | 20.0% |
| TOWNSQUARE CAPITAL LLC | 1,456 | +208 | $302.6K | +$80.5K | 16.7% |
| Merit Financial Group, LLC | 1,551 | +188 | $322.2K | +$79.8K | 13.8% |
| Davis Investment Partners, LLC | 2,064 | +58 | $435.1K | +$78.9K | 2.9% |
| Addison Advisors LLC | 381 | +376 | $79.2K | +$78.3K | 7520.0% |
| Summit Financial, LLC | 1,839 | +101 | $382.2K | +$72.9K | 5.8% |
| Smartleaf Asset Management LLC | 619 | +291 | $130.4K | +$71.7K | 88.7% |
| Belpointe Asset Management LLC | 2,109 | +21 | $438.3K | +$66.8K | 1.0% |
| Fortis Capital Advisors, LLC | 2,109 | +21 | $438.3K | +$66.8K | 1.0% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 359 | +278 | $74.6K | +$60.2K | 343.2% |
| UMB Bank, n.a. | 614 | +211 | $127.6K | +$55.9K | 52.4% |
| Global Retirement Partners, LLC | 1,025 | +141 | $213.0K | +$55.7K | 15.9% |
| SJS Investment Consulting Inc. | 280 | +250 | $58.2K | +$52.8K | 833.3% |
| ROTHSCHILD INVESTMENT LLC | 424 | +225 | $88.1K | +$52.7K | 113.1% |
| Clearstead Advisors, LLC | 727 | +174 | $151.1K | +$52.7K | 31.5% |
| Ancora Advisors LLC | 600 | +195 | $124.7K | +$52.6K | 48.1% |
| Lafayette Investments, Inc. | 1,428 | +52 | $296.8K | +$51.9K | 3.8% |
| Larson Financial Group LLC | 277 | +240 | $57.6K | +$51.0K | 648.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 418,347 | +196,227 | $86.9K | +$47.8K | 88.3% |
| Western Wealth Management, LLC | 1,390 | +22 | $288.9K | +$45.4K | 1.6% |
| Parkside Financial Bank & Trust | 390 | +159 | $81.0K | +$39.9K | 68.8% |
| PRINCIPAL SECURITIES, INC. | 1,198 | +21 | $249.0K | +$39.5K | 1.8% |
| Cromwell Holdings LLC | 364 | +157 | $75.6K | +$38.8K | 75.8% |
| Modera Wealth Management, LLC | 1,218 | +7 | $253.2K | +$37.7K | 0.6% |
| SG Americas Securities, LLC | 251,913 | +154,741 | $52.4K | +$35.1K | 159.2% |
| MCF Advisors LLC | 244 | +142 | $50.7K | +$32.6K | 139.2% |
| SUMMIT SECURITIES GROUP LLC | 160 | +132 | $33.3K | +$28.3K | 471.4% |
| Physician Wealth Advisors, Inc. | 803 | +19 | $166.9K | +$27.4K | 2.4% |
| FIRST HORIZON CORP | 560 | +51 | $116.4K | +$25.8K | 10.0% |
| Evelyn Partners Investment Management LLP | 100 | +45 | $38.2K | +$25.2K | 81.8% |
| Golden State Wealth Management, LLC | 280 | +85 | $58.2K | +$23.5K | 43.6% |
| ORG Partners LLC | 83 | +69 | $17.2K | +$14.8K | 492.9% |
| Tradewinds Capital Management, LLC | 221 | +36 | $45.9K | +$13.0K | 19.4% |
| CYBER HORNET ETFs LLC | 326 | +18 | $67.7K | +$12.9K | 5.8% |
| PRIVATE TRUST CO NA | 169 | +41 | $35.1K | +$12.3K | 32.0% |
| Prestige Wealth Management Group LLC | 47 | +42 | $13.0K | +$12.1K | 840.0% |
| Triumph Capital Management | 364 | +2 | $75.6K | +$11.2K | 0.6% |
| MJT & Associates Financial Advisory Group, Inc. | 66 | +51 | $13.7K | +$11.0K | 340.0% |
| North Star Investment Management Corp. | 280 | +5 | $58.2K | +$9.3K | 1.8% |
| Fortitude Family Office, LLC | 47 | +40 | $9.8K | +$8.5K | 571.4% |
| Bogart Wealth, LLC | 86 | +32 | $17.9K | +$8.3K | 59.3% |
| Private Wealth Management Group, LLC | 47 | +31 | $9.8K | +$6.9K | 193.8% |
| Root Financial Partners, LLC | 65 | +27 | $13.5K | +$6.7K | 71.0% |
| Clearstead Trust, LLC | 56 | +27 | $11.6K | +$6.5K | 93.1% |
| FINANCIAL CONSULATE, INC | 30 | +27 | $6.2K | +$5.7K | 900.0% |
| Daiwa Securities Group Inc. | 47,559 | +21,192 | $9.9K | +$5.2K | 80.4% |
| True Wealth Design, LLC | 34 | +22 | $7.1K | +$5.0K | 183.3% |
| Sound Income Strategies, LLC | 125 | +7 | $25.2K | +$4.8K | 5.9% |
| Game Plan Financial Advisors, LLC | 120 | +5 | $24.9K | +$4.5K | 4.3% |
| ELEVATION WEALTH PARTNERS, LLC | 28 | +20 | $5.8K | +$4.4K | 250.0% |
| Blue Trust, Inc. | 89 | +9 | $18.5K | +$4.3K | 11.3% |
| Handelsbanken Fonder AB | 65,867 | +12,086 | $13.7K | +$4.1K | 22.5% |
| Catalyst Capital Advisors LLC | 68 | +11 | $14.1K | +$4.0K | 19.3% |
| Bell Investment Advisors, Inc | 34 | +16 | $7.1K | +$3.9K | 88.9% |
| Wealth Watch Advisors, INC | 22 | +16 | $4.6K | +$3.5K | 266.7% |
| CoreCap Advisors, LLC | 38 | +13 | $7.9K | +$3.4K | 52.0% |
| NVWM, LLC | 47 | +11 | $9.8K | +$3.4K | 30.6% |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | +10 | $8.3K | +$3.0K | 33.3% |
| CWM, LLC | 22,143 | +12,976 | $4.6K | +$3.0K | 141.6% |
| Treasurer of the State of North Carolina | 52,016 | +4,696 | $10.8K | +$2.4K | 9.9% |
| AMERICAN NATIONAL BANK & TRUST | 53 | +4 | $11.0K | +$2.3K | 8.2% |
| Rossby Financial, LCC | 13 | +8 | $2.7K | +$1.8K | 160.0% |
| IMG Wealth Management, Inc. | 23 | +6 | $4.8K | +$1.8K | 35.3% |
| New England Capital Financial Advisors LLC | 10 | +6 | $2.1K | +$1.4K | 150.0% |
| Sachetta, LLC | 12 | +5 | $2.5K | +$1.2K | 71.4% |
| Hughes Financial Services, LLC | 8 | +5 | $1.7K | +$1.2K | 166.7% |
| Bruce G. Allen Investments, LLC | 10 | +4 | $2.1K | +$1.0K | 66.7% |
| CHASE INVESTMENT COUNSEL CORP | 8,000 | +4,000 | $1.7K | +$951 | 100.0% |
| Quaker Wealth Management, LLC | 5 | +4 | $1.0K | +$862 | 400.0% |
| AMALGAMATED BANK | 23,377 | +614 | $4.9K | +$808 | 2.7% |
| CENTAURUS FINANCIAL, INC. | 5,405 | +3,365 | $1.1K | +$760 | 164.9% |
| Bay Harbor Wealth Management, LLC | 5 | +3 | $1.0K | +$684 | 150.0% |
| PayPay Securities Corp | 6 | +2 | $1.2K | +$594 | 50.0% |
| Penserra Capital Management LLC | 5,096 | +2,285 | $1.1K | +$559 | 81.3% |
| SOL Capital Management CO | 3,838 | +2,438 | $798 | +$549 | 174.1% |
| TFC Financial Management, Inc. | 7 | +1 | $1.5K | +$387 | 16.7% |
| Rialto Wealth Management, LLC | 5 | +1 | $1.0K | +$328 | 25.0% |
| BESSEMER GROUP INC | 2,973 | +794 | $618 | +$230 | 36.4% |
| CX Institutional | 973 | +616 | $202 | +$138 | 172.5% |
| Covestor Ltd | 1,448 | +225 | $301 | +$84 | 18.4% |
| Migdal Insurance & Financial Holdings Ltd. | 279 | +254 | $58 | +$54 | 1016.0% |
| Capital Advisors, Ltd. LLC | 363 | +78 | $75 | +$24 | 27.4% |
| GW&K Investment Management, LLC | 189 | +78 | $39 | +$19 | 70.3% |
| Winthrop Capital Management, LLC | 281 | +1 | $58 | +$8 | 0.3% |
| TSFG, LLC | 107 | +20 | $22 | +$7 | 23.0% |
| Avion Wealth | 23 | +5 | $4 | +$1 | 27.8% |