13F QoQ Ownership Changes
LYV Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 114 new · 277 added · 385 reduced · 137 exited
New Positions(114)
Added To(277)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cantillon Capital Management LLC | 8,470,616 | +5,694,657 | $1.26B | +$801.7M | 205.1% |
| VANGUARD GROUP INC | 20,679,254 | +126 | $2.95B | -$432.2M | 0.0% |
| CI INVESTMENTS INC. | 1,027,159 | +12,969 | $146.4M | +$146.2M | 1.3% |
| Capital World Investors | 6,919,979 | +1,774,145 | $986.1M | +$145.3M | 34.5% |
| FIRST TRUST ADVISORS LP | 1,191,347 | +1,033,289 | $169.8M | +$143.9M | 653.7% |
| Select Equity Group, L.P. | 5,586,172 | +14,854 | $796.0M | -$114.3M | 0.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 9,434,036 | +533,558 | $1.34B | -$110.0M | 6.0% |
| CITADEL ADVISORS LLC | 1,886,922 | +887,480 | $268.9M | +$105.6M | 88.8% |
| BANK OF AMERICA CORP /DE/ | 6,514,747 | +244,974 | $928.4M | -$96.1M | 3.9% |
| Jericho Capital Asset Management L.P. | 3,996,512 | +1,099,350 | $569.5M | +$96.1M | 37.9% |
| Pacer Advisors, Inc. | 660,852 | +648,284 | $94.2M | +$92.1M | 5158.2% |
| Independent Franchise Partners LLP | 5,733,718 | +193,104 | $817.1M | -$88.3M | 3.5% |
| NORGES BANK | 2,006,483 | +201,308 | $285.9M | +$88.3M | 11.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,301,900 | +20,165 | $610.7M | -$86.2M | 0.5% |
| TREMBLANT CAPITAL GROUP | 785,031 | +579,712 | $111.9M | +$78.3M | 282.3% |
| Point72 Asset Management, L.P. | 829,768 | +514,786 | $118.2M | +$66.8M | 163.4% |
| PRINCIPAL FINANCIAL GROUP INC | 10,727,681 | +1,001,905 | $1.53B | -$60.5M | 10.3% |
| Woodline Partners LP | 1,055,985 | +446,411 | $150.5M | +$50.9M | 73.2% |
| Walleye Capital LLC | 389,969 | +360,867 | $55.6M | +$50.8M | 1240.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,195,473 | +123,800 | $455.4M | -$46.6M | 4.0% |
| Assenagon Asset Management S.A. | 329,299 | +325,718 | $46.9M | +$46.3M | 9095.7% |
| Evergreen Quality Fund GP, Ltd. | 310,600 | +296,269 | $44.3M | +$41.9M | 2067.3% |
| JPMORGAN CHASE & CO | 1,501,430 | +435,527 | $214.0M | +$39.8M | 40.9% |
| MAPLELANE CAPITAL, LLC | 743,689 | +332,940 | $105.6M | +$38.5M | 81.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,758,864 | +117,626 | $393.1M | -$38.4M | 4.5% |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 743,400 | +312,617 | $105.9M | +$35.5M | 72.6% |
| GOLDMAN SACHS GROUP INC | 1,691,102 | +30,162 | $241.0M | -$30.4M | 1.8% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 447,113 | +214,709 | $63.7M | +$25.7M | 92.4% |
| AQR CAPITAL MANAGEMENT LLC | 654,835 | +240,526 | $93.3M | +$25.6M | 58.0% |
| Third Point LLC | 1,725,000 | +375,000 | $245.8M | +$25.2M | 27.8% |
| AMERIPRISE FINANCIAL INC | 504,886 | +213,468 | $71.9M | +$24.3M | 73.3% |
| FRANKLIN RESOURCES INC | 1,169,907 | +12,108 | $166.7M | -$22.5M | 1.0% |
| BANK OF MONTREAL /CAN/ | 449,922 | +180,478 | $64.1M | +$20.1M | 67.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,177,949 | +28,203 | $167.9M | -$20.0M | 2.5% |
| JANE STREET GROUP, LLC | 3,030,129 | +265,215 | $431.8M | -$20.0M | 9.6% |
| MARSHALL WACE, LLP | 146,541 | +140,504 | $20.9M | +$19.9M | 2327.4% |
| Invesco Ltd. | 1,799,343 | +109,969 | $256.4M | -$19.6M | 6.5% |
| DIMENSIONAL FUND ADVISORS LP | 1,250,313 | +43,878 | $178.2M | -$18.9M | 3.6% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,504,953 | +306,812 | $214.5M | +$18.7M | 25.6% |
| Nuveen, LLC | 996,574 | +20,471 | $142.0M | -$17.5M | 2.1% |
| SEI INVESTMENTS CO | 253,783 | +130,596 | $36.2M | +$16.0M | 106.0% |
| UBS Group AG | 1,540,062 | +99,521 | $219.5M | -$15.9M | 6.9% |
| Clearbridge Investments, LLC | 816,865 | +11,955 | $116.4M | -$15.1M | 1.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 672,443 | +3,640 | $95.8M | -$13.5M | 0.5% |
| WELLS FARGO & COMPANY/MN | 710,065 | +11,541 | $101.2M | -$13.0M | 1.6% |
| ValueAct Holdings, L.P. | 823,066 | +182,200 | $117.3M | +$12.6M | 28.4% |
| Schonfeld Strategic Advisors LLC | 258,207 | +107,032 | $36.8M | +$12.1M | 70.8% |
| Stephens Investment Management Group LLC | 555,026 | +984 | $79.1M | -$11.4M | 0.2% |
| DigitalBridge Group, Inc. | 320,940 | +94,221 | $45.7M | +$8.7M | 41.5% |
| Symmetry Investments LP | 80,947 | +61,247 | $11.5M | +$8.3M | 310.9% |
| D. E. Shaw & Co., Inc. | 795,072 | +152,352 | $113.3M | +$8.3M | 23.7% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 179,242 | +72,998 | $25.5M | +$8.2M | 68.7% |
| NOMURA HOLDINGS INC | 243,325 | +74,679 | $34.7M | +$7.1M | 44.3% |
| SCOTIA CAPITAL INC. | 51,971 | +48,408 | $7.4M | +$6.8M | 1358.6% |
| Quantinno Capital Management LP | 102,074 | +46,159 | $14.5M | +$5.4M | 82.5% |
| BARCLAYS PLC | 1,246,032 | +60,869 | $188.5M | -$5.2M | 5.1% |
| Capital International Investors | 265,145 | +2,488 | $37.8M | -$5.1M | 0.9% |
| RBF Capital, LLC | 80,000 | +40,000 | $11.4M | +$4.9M | 100.0% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 775,234 | +128,864 | $110.5M | +$4.9M | 19.9% |
| SANDLER CAPITAL MANAGEMENT | 41,609 | +33,781 | $5.9M | +$4.7M | 431.5% |
| FORSTA AP-FONDEN | 69,200 | +35,400 | $9.9M | +$4.3M | 104.7% |
| Allspring Global Investments Holdings, LLC | 607,164 | +78,171 | $88.2M | +$4.2M | 14.8% |
| Portman Square Capital LLP | 197,000 | +50,000 | $28.1M | +$4.1M | 34.0% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 27,494 | +300 | $3.9M | +$3.9M | 1.1% |
| Corient Private Wealth LLC | 62,334 | +34,369 | $8.3M | +$3.7M | 122.9% |
| BAMCO INC /NY/ | 277,801 | +12,801 | $39.6M | -$3.7M | 4.8% |
| National Pension Service | 299,372 | +16,306 | $42.7M | -$3.6M | 5.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 336,674 | +16,729 | $48.9M | -$3.4M | 5.2% |
| BNP PARIBAS FINANCIAL MARKETS | 733,270 | +110,978 | $104.5M | +$2.8M | 17.8% |
| CenterBook Partners LP | 22,143 | +19,627 | $3.2M | +$2.7M | 780.1% |
| Clearstead Advisors, LLC | 126,511 | +1,143 | $18.0M | -$2.5M | 0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 17,118 | +1,095 | $2.4M | +$2.4M | 6.8% |
| Parallax Volatility Advisers, L.P. | 363,700 | +32,500 | $51.8M | -$2.3M | 9.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 107,919 | +334 | $15.4M | -$2.2M | 0.3% |
| Prestige Wealth Management Group LLC | 19,002 | +15,927 | $2.5M | +$2.0M | 518.0% |
| Shellback Capital, LP | 81,870 | +21,870 | $11.7M | +$1.9M | 36.5% |
| BRADLEY FOSTER & SARGENT INC/CT | 14,647 | +13,146 | $2.1M | +$1.8M | 875.8% |
| AVIVA PLC | 135,109 | +6,367 | $19.3M | -$1.8M | 4.9% |
| RBO & CO LLC | 129,429 | +5,848 | $18.4M | -$1.7M | 4.7% |
| CIBC Asset Management Inc | 39,681 | +15,713 | $5.7M | +$1.7M | 65.5% |
| GATEWAY INVESTMENT ADVISERS LLC | 80,113 | +141 | $11.4M | -$1.7M | 0.2% |
| CoreCap Advisors, LLC | 12,782 | +11,166 | $1.8M | +$1.6M | 691.0% |
| RAYMOND JAMES FINANCIAL INC | 230,400 | +38,863 | $32.8M | +$1.5M | 20.3% |
| NATIONAL BANK OF CANADA /FI/ | 69,969 | +17,253 | $10.0M | +$1.4M | 32.7% |
| DEUTSCHE BANK AG\ | 1,104,699 | +149,485 | $157.4M | +$1.3M | 15.6% |
| ProShare Advisors LLC | 41,642 | +12,916 | $5.9M | +$1.2M | 45.0% |
| OMERS ADMINISTRATION Corp | 15,270 | +9,506 | $2.2M | +$1.2M | 164.9% |
| NORTH STAR ASSET MANAGEMENT INC | 85,552 | +4,186 | $12.2M | -$1.1M | 5.1% |
| DANSKE BANK A/S | 99,937 | +6,550 | $14.2M | -$1.0M | 7.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 107,287 | +19,941 | $15.3M | +$1.0M | 22.8% |
| Callan Family Office, LLC | 15,445 | +7,811 | $2.2M | +$953.5K | 102.3% |
| PITTENGER & ANDERSON INC | 48,691 | +415 | $6.9M | -$949.8K | 0.8% |
| ABN AMRO INVESTMENT SOLUTIONS | 8,639 | +6,743 | $1.2M | +$921.3K | 355.6% |
| Creative Planning | 44,845 | +433 | $6.4M | -$866.6K | 1.0% |
| CAPTRUST FINANCIAL ADVISORS | 44,924 | +570 | $6.4M | -$845.8K | 1.3% |
| ALLSTATE CORP | 12,872 | +6,503 | $1.8M | +$793.6K | 102.1% |
| Berger Financial Group, Inc | 39,870 | +348 | $5.7M | -$776.4K | 0.9% |
| Gotham Asset Management, LLC | 38,047 | +9,615 | $5.4M | +$775.9K | 33.8% |
| Investment Management Corp of Ontario | 13,832 | +6,164 | $2.0M | +$718.1K | 80.4% |
| L2 Asset Management, LLC | 35,116 | +97 | $5.0M | -$718.0K | 0.3% |
| K.J. Harrison & Partners Inc | 8,150 | +5,000 | $1.2M | +$667.9K | 158.7% |
| Czech National Bank | 41,636 | +1,576 | $5.9M | -$612.7K | 3.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 22,943 | +6,663 | $3.3M | +$609.2K | 40.9% |
| DNB Asset Management AS | 55,745 | +3,440 | $7.9M | -$603.0K | 6.6% |
| Silvant Capital Management LLC | 32,032 | +514 | $4.6M | -$585.5K | 1.6% |
| Tower Research Capital LLC (TRC) | 6,424 | +4,374 | $915.4K | +$580.5K | 213.4% |
| PNC Financial Services Group, Inc. | 28,603 | +125 | $4.1M | -$577.4K | 0.4% |
| Focus Partners Wealth | 57,090 | +3,749 | $8.1M | -$569.9K | 7.0% |
| Freemont Management S.A. | 6,000 | +4,000 | $855.0K | +$528.2K | 200.0% |
| TWO SIGMA SECURITIES, LLC | 11,450 | +4,588 | $1.6M | +$510.4K | 66.9% |
| XPONANCE, INC. | 41,065 | +2,150 | $5.9M | -$506.9K | 5.5% |
| Summit Trail Advisors, LLC | 10,403 | +4,305 | $1.5M | +$486.1K | 70.6% |
| B. Metzler seel. Sohn & Co. AG | 10,581 | +4,296 | $1.5M | +$480.8K | 68.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,012 | +571 | $3.8M | -$471.2K | 2.1% |
| USS Investment Management Ltd | 24,416 | +299 | $3.5M | -$459.4K | 1.2% |
| Illinois Municipal Retirement Fund | 21,952 | +35 | $3.1M | -$453.1K | 0.1% |
| MUFG Securities EMEA plc | 6,473 | +3,454 | $922.4K | +$429.1K | 114.4% |
| NEUBERGER BERMAN GROUP LLC | 586,883 | +77,622 | $83.6M | +$417.6K | 15.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 20,871 | +154 | $3.0M | -$411.0K | 0.7% |
| MIZUHO SECURITIES USA LLC | 11,497 | +9 | $1.5M | -$401.3K | 0.1% |
| BROWN ADVISORY INC | 17,552 | +4,650 | $2.5M | +$393.0K | 36.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 15,969 | +17 | $2.3M | -$371.8K | 0.1% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 18,122 | +100 | $2.6M | -$362.4K | 0.6% |
| US BANCORP \DE\ | 17,735 | +105 | $2.5M | -$353.5K | 0.6% |
| Steward Partners Investment Advisory, LLC | 17,165 | +33 | $2.4M | -$353.4K | 0.2% |
| STIFEL FINANCIAL CORP | 90,939 | +9,529 | $13.0M | -$342.2K | 11.7% |
| QRG CAPITAL MANAGEMENT, INC. | 21,968 | +749 | $3.1M | -$336.7K | 3.5% |
| Winthrop Advisory Group LLC | 5,460 | +2,731 | $778.9K | +$333.0K | 100.1% |
| Rockingstone Advisors LLC | 12,877 | +3,628 | $1.8M | +$323.7K | 39.2% |
| Nilsine Partners, LLC | 26,169 | +1,403 | $3.7M | -$317.7K | 5.7% |
| Pathstone Holdings, LLC | 15,462 | +70 | $2.2M | -$311.7K | 0.5% |
| DoubleLine ETF Adviser LP | 22,923 | +4,834 | $3.3M | +$310.8K | 26.7% |
| SIG BROKERAGE, LP | 131,600 | +15,000 | $18.8M | -$299.4K | 12.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 28,743 | +5,428 | $4.1M | +$286.2K | 23.3% |
| Kintayl Capital LP | 27,352 | +1,751 | $3.9M | -$285.5K | 6.8% |
| UniSuper Management Pty Ltd | 19,633 | +861 | $2.8M | -$269.6K | 4.6% |
| Rakuten Investment Management, Inc. | 20,949 | +11,118 | $3.0M | +$248.9K | 113.1% |
| Verition Fund Management LLC | 150,558 | +17,778 | $21.5M | -$241.7K | 13.4% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 23,008 | +1,523 | $3.3M | -$232.0K | 7.1% |
| GTS SECURITIES LLC | 5,969 | +2,078 | $850.6K | +$214.8K | 53.4% |
| Catalyst Funds Management Pty Ltd | 3,100 | +1,700 | $441.8K | +$213.0K | 121.4% |
| Texas Yale Capital Corp. | 8,025 | +2,300 | $1.1M | +$208.1K | 40.2% |
| MACKENZIE FINANCIAL CORP | 17,132 | +789 | $2.5M | -$206.8K | 4.8% |
| Sequoia Financial Advisors, LLC | 4,802 | +1,878 | $684.3K | +$206.5K | 64.2% |
| Bleakley Financial Group, LLC | 14,628 | +3,039 | $2.1M | +$190.8K | 26.2% |
| Checchi Capital Advisers, LLC | 9,184 | +23 | $1.3M | -$188.2K | 0.3% |
| Anderson Financial Strategies, LLC | 11,327 | +2,580 | $1.6M | +$184.8K | 29.5% |
| Rockefeller Capital Management L.P. | 14,894 | +2,893 | $2.1M | +$166.0K | 24.1% |
| NISA INVESTMENT ADVISORS, LLC | 18,858 | +1,399 | $2.7M | -$165.5K | 8.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 8,755 | +118 | $1.2M | -$163.7K | 1.4% |
| M&T Bank Corp | 5,370 | +1,598 | $765.9K | +$150.3K | 42.4% |
| MAI Capital Management | 2,038 | +1,177 | $290.4K | +$149.7K | 136.7% |
| Atria Investments, Inc | 7,549 | +121 | $1.1M | -$138.0K | 1.6% |
| Greykasell Wealth Strategies, Inc. | 923 | +913 | $131.5K | +$129.8K | 9130.0% |
| SUMITOMO LIFE INSURANCE CO | 6,821 | +82 | $972.0K | -$129.2K | 1.2% |
| Quent Capital, LLC | 999 | +903 | $142.4K | +$126.7K | 940.6% |
| Arkadios Wealth Advisors | 5,263 | +1,425 | $750.0K | +$122.8K | 37.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,677 | +1,065 | $826.1K | +$109.7K | 23.1% |
| Horizon Investments, LLC | 6,411 | +167 | $913.6K | -$106.7K | 2.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5,046 | +19 | $719.1K | -$102.4K | 0.4% |
| Norinchukin Bank, The | 9,423 | +582 | $1.3M | -$101.8K | 6.6% |
| BRASADA CAPITAL MANAGEMENT, LP | 34,018 | +1,852 | $4.9M | -$96.3K | 5.8% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 7,750 | +1,082 | $1.1M | +$95.6K | 16.2% |
| Florida Trust Wealth Management Co | 11,214 | +880 | $1.6M | -$90.6K | 8.5% |
| GAMMA Investing LLC | 6,491 | +284 | $925.0K | -$89.3K | 4.6% |
| ALPS ADVISORS INC | 6,891 | +337 | $982.0K | -$89.0K | 5.1% |
| Hilton Capital Management, LLC | 16,371 | +1,559 | $2.3M | -$87.4K | 10.5% |
| BESSEMER GROUP INC | 1,843,750 | +759,363 | $262.7K | +$85.5K | 70.0% |
| Legacy Wealth Asset Management, LLC | 3,913 | +8 | $557.6K | -$80.5K | 0.2% |
| Parallel Advisors, LLC | 6,963 | +399 | $992.3K | -$80.3K | 6.1% |
| &PARTNERS | 17,589 | +1,759 | $2.5M | -$80.2K | 11.1% |
| Motley Fool Asset Management LLC | 3,791 | +14 | $540.2K | -$76.9K | 0.4% |
| STEPHENS INC /AR/ | 4,516 | +107 | $643.5K | -$76.9K | 2.4% |
| Central Pacific Bank - Trust Division | 6,791 | +1,330 | $967.7K | +$75.4K | 24.4% |
| Southeast Asset Advisors, LLC | 33,502 | +4,728 | $4.8M | +$72.4K | 16.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 20,492 | +3,058 | $2.9M | +$71.4K | 17.5% |
| SYON CAPITAL LLC | 2,399 | +736 | $341.9K | +$70.1K | 44.3% |
| NEOS Investment Management LLC | 16,203 | +2,489 | $2.3M | +$68.1K | 18.1% |
| FIRST HORIZON CORP | 1,150 | +545 | $163.9K | +$65.0K | 90.1% |
| CREDIT AGRICOLE S A | 5,570 | +319 | $793.7K | -$64.3K | 6.1% |
| Red Door Wealth Management, LLC | 3,153 | +14 | $449.3K | -$63.6K | 0.4% |
| Canada Post Corp Registered Pension Plan | 3,567 | +840 | $508.3K | +$60.1K | 30.8% |
| Fulton Bank, N.A. | 4,894 | +263 | $697.4K | -$59.3K | 5.7% |
| Vident Advisory, LLC | 4,436 | +209 | $632.1K | -$58.6K | 4.9% |
| Alteri Wealth LLC | 2,507 | +666 | $357.2K | +$56.4K | 36.2% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 4,488 | +233 | $639.5K | -$55.7K | 5.5% |
| Vise Technologies, Inc. | 4,444 | +230 | $633.3K | -$55.3K | 5.5% |
| BTC Capital Management, Inc. | 6,661 | +1,181 | $949.2K | +$53.8K | 21.6% |
| Curated Wealth Partners LLC | 10,144 | +1,621 | $1.4M | +$52.9K | 19.0% |
| PRINCIPAL SECURITIES, INC. | 7,134 | +591 | $1.0M | -$52.5K | 9.0% |
| Mirae Asset Global Investments Co., Ltd. | 35,775 | +4,894 | $5.1M | +$52.0K | 15.8% |
| FIDELIS CAPITAL PARTNERS, LLC | 3,851 | +213 | $548.8K | -$45.7K | 5.8% |
| Valeo Financial Advisors, LLC | 1,914 | +519 | $272.7K | +$44.8K | 37.2% |
| AMERICAN CENTURY COMPANIES INC | 39,935 | +5,372 | $5.7M | +$43.1K | 15.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,030 | +1,798 | $1.7M | +$42.3K | 17.6% |
| Calamos Wealth Management LLC | 2,241 | +34 | $319.3K | -$41.3K | 1.5% |
| FIFTH THIRD BANCORP | 6,465 | +601 | $921.3K | -$36.9K | 10.2% |
| U.S. Capital Wealth Advisors, LLC | 2,680 | +122 | $381.9K | -$36.1K | 4.8% |
| Concurrent Investment Advisors, LLC | 1,707 | +429 | $243.2K | +$34.4K | 33.6% |
| DAYMARK WEALTH PARTNERS, LLC | 1,640 | +1 | $233.7K | -$34.1K | 0.1% |
| Magnus Financial Group LLC | 1,654 | +12 | $235.7K | -$32.6K | 0.7% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 4,444 | +369 | $633.3K | -$32.6K | 9.1% |
| Ballentine Partners, LLC | 1,453 | +10 | $207.1K | -$28.7K | 0.7% |
| Purus Wealth Management, LLC | 1,667 | +40 | $237.5K | -$28.3K | 2.5% |
| WT Wealth Management | 12,107 | +1,379 | $1.7M | -$28.0K | 12.8% |
| Kestra Advisory Services, LLC | 3,337 | +280 | $475.5K | -$24.0K | 9.2% |
| Meeder Advisory Services, Inc. | 2,328 | +152 | $331.7K | -$23.8K | 7.0% |
| AGP FRANKLIN, LLC | 1,934 | +391 | $275.6K | +$23.5K | 25.3% |
| Counterpoint Mutual Funds LLC | 2,044 | +122 | $291.3K | -$22.8K | 6.3% |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,602 | +75 | $228.3K | -$21.2K | 4.9% |
| Perennial Investment Advisors, LLC | 1,453 | +63 | $207.1K | -$20.1K | 4.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 9,356 | +1,078 | $1.3M | -$19.4K | 13.0% |
| Global Retirement Partners, LLC | 620 | +195 | $88.3K | +$18.9K | 45.9% |
| Brooklyn Investment Group | 1,875 | +103 | $271.1K | -$18.5K | 5.8% |
| MATHER GROUP, LLC. | 1,757 | +123 | $250.4K | -$16.6K | 7.5% |
| TD PRIVATE CLIENT WEALTH LLC | 1,804 | +142 | $257.1K | -$14.5K | 8.5% |
| Federation des caisses Desjardins du Quebec | 7,613 | +887 | $1.1M | -$14.4K | 13.2% |
| Fiduciary Trust Co | 2,180 | +191 | $310.7K | -$14.3K | 9.6% |
| Clear Harbor Asset Management, LLC | 2,860 | +450 | $407.6K | +$13.8K | 18.7% |
| Blue Trust, Inc. | 278 | +107 | $39.6K | +$11.7K | 62.6% |
| Sterling Capital Management LLC | 23,639 | +3,084 | $3.4M | +$9.9K | 15.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 7,286 | +992 | $1.0M | +$9.8K | 15.8% |
| Independence Bank of Kentucky | 580 | +130 | $82.7K | +$9.1K | 28.9% |
| Fisher Asset Management, LLC | 2,048 | +207 | $291.9K | -$9.1K | 11.2% |
| Cromwell Holdings LLC | 474 | +15 | $67.5K | -$7.5K | 3.3% |
| Root Financial Partners, LLC | 312 | +85 | $44.5K | +$7.4K | 37.4% |
| Private Wealth Asset Management, LLC | 102 | +50 | $14.5K | +$6.0K | 96.2% |
| PINNACLE ASSOCIATES LTD | 2,251 | +252 | $320.8K | -$5.9K | 12.6% |
| MCF Advisors LLC | 1,026 | +97 | $146.2K | -$5.6K | 10.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,552 | +548 | $648.7K | -$5.6K | 13.7% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,031 | +99 | $146.9K | -$5.4K | 10.6% |
| Aptus Capital Advisors, LLC | 5,775 | +706 | $822.9K | -$5.3K | 13.9% |
| Csenge Advisory Group | 8,083 | +1,010 | $1.2M | -$3.9K | 14.3% |
| HB Wealth Management, LLC | 5,444 | +719 | $775.8K | +$3.7K | 15.2% |
| NATIXIS ADVISORS, LLC | 126,819 | +38,627 | $18.1K | +$3.7K | 43.8% |
| CYBER HORNET ETFs LLC | 412 | +31 | $58.7K | -$3.5K | 8.1% |
| SJS Investment Consulting Inc. | 28 | +19 | $4.0K | +$2.5K | 211.1% |
| Sound Income Strategies, LLC | 81 | +20 | $11.7K | +$2.4K | 32.8% |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | +19 | $5.1K | +$2.4K | 111.8% |
| CURIO WEALTH, LLC | 42 | +18 | $6.1K | +$2.2K | 75.0% |
| Marks Group Wealth Management, Inc | 3,817 | +475 | $543.9K | -$2.2K | 14.2% |
| Signature Resources Capital Management, LLC | 49 | +19 | $7.0K | +$2.1K | 63.3% |
| Handelsbanken Fonder AB | 22,908 | +15,310 | $3.3K | +$2.0K | 201.5% |
| High Note Wealth, LLC | 25 | +14 | $3.6K | +$1.8K | 127.3% |
| JFS WEALTH ADVISORS, LLC | 121 | +25 | $17.2K | +$1.6K | 26.0% |
| Legacy Wealth Managment, LLC/ID | 14 | +11 | $2.0K | +$1.5K | 366.7% |
| Gilbert & Cook, Inc. | 7,709 | +977 | $1.1M | -$1.5K | 14.5% |
| Dunhill Financial, LLC | 65 | +1 | $9.3K | -$1.2K | 1.6% |
| Mn Services Vermogensbeheer B.V. | 61,932 | +832 | $8.8K | -$1.2K | 1.4% |
| Quaker Wealth Management, LLC | 61 | +1 | $8.7K | -$1.1K | 1.7% |
| Smallwood Wealth Investment Management, LLC | 14 | +8 | $2.0K | +$1.0K | 133.3% |
| Washington Trust Advisors, Inc. | 39 | +10 | $5.5K | +$788 | 34.5% |
| SG Americas Securities, LLC | 26,214 | +7,906 | $3.7K | +$743 | 43.2% |
| AMALGAMATED BANK | 35,536 | +49 | $5.1K | -$735 | 0.1% |
| NewEdge Advisors, LLC | 2,650 | +343 | $377.7K | +$722 | 14.9% |
| Sunbelt Securities, Inc. | 21 | +7 | $3.0K | +$704 | 50.0% |
| UMB Bank, n.a. | 760 | +101 | $108.3K | +$621 | 15.3% |
| Howard Hughes Medical Institute | 34 | +1 | $4.8K | -$547 | 3.0% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 7,441 | +1,338 | $1.1K | -$512 | 21.9% |
| NVWM, LLC | 15 | +5 | $2.1K | +$504 | 50.0% |
| AdvisorNet Financial, Inc | 15 | +5 | $2.1K | +$504 | 50.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 55 | +4 | $7.8K | -$495 | 7.8% |
| Bay Harbor Wealth Management, LLC | 19 | +5 | $2.7K | +$420 | 35.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,162 | +5,171 | $3.0K | +$409 | 32.3% |
| SouthState Corp | 39 | +3 | $5.6K | -$325 | 8.3% |
| True Wealth Design, LLC | 22 | +1 | $3.1K | -$297 | 4.8% |
| Versant Capital Management, Inc | 96 | +14 | $13.7K | +$281 | 17.1% |
| SIGNATUREFD, LLC | 1,722 | +222 | $245.3K | +$218 | 14.8% |
| FINANCIAL CONSULATE, INC | 10 | +2 | $1.4K | +$117 | 25.0% |
| Rialto Wealth Management, LLC | 11 | +1 | $1.6K | -$66 | 10.0% |
| Cambridge Investment Research Advisors, Inc. | 3,550 | +69 | $506 | -$63 | 2.0% |
| GW&K Investment Management, LLC | 763 | +295 | $109 | +$33 | 63.0% |
| CX Institutional | 3,486 | +269 | $497 | -$29 | 8.4% |
| BELLEVUE ASSET MANAGEMENT, LLC | 38 | +5 | $5.4K | +$23 | 15.2% |
| CWM, LLC | 3,365 | +511 | $480 | +$14 | 17.9% |
| HANTZ FINANCIAL SERVICES, INC. | 2,856 | +286 | $407 | -$13 | 11.1% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 20 | +2 | $2 | $0 | 11.1% |