13F QoQ Ownership Changes
MAS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 97 new · 254 added · 483 reduced · 127 exited
New Positions(97)
Added To(254)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 11,501,911 | +4,090,719 | $729.9M | +$208.2M | 55.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 4,826,584 | +2,085,454 | $306.3M | +$113.3M | 76.1% |
| BlackRock, Inc. | 16,500,803 | +452,682 | $1.05B | -$82.5M | 2.8% |
| STATE STREET CORP | 10,235,505 | +60,430 | $649.5M | -$66.7M | 0.6% |
| NORGES BANK | 3,069,935 | +1,274,773 | $194.8M | +$44.1M | 71.0% |
| Amundi | 1,832,588 | +755,586 | $116.3M | +$41.4M | 70.2% |
| RENAISSANCE TECHNOLOGIES LLC | 892,000 | +571,500 | $56.6M | +$34.0M | 178.3% |
| CAMBIAR INVESTORS LLC | 612,832 | +539,339 | $38.9M | +$33.7M | 733.9% |
| JPMORGAN CHASE & CO | 6,063,286 | +977,684 | $384.8M | +$26.8M | 19.2% |
| MILLENNIUM MANAGEMENT LLC | 449,977 | +421,113 | $28.6M | +$26.5M | 1459.0% |
| NORTHERN TRUST CORP | 3,398,476 | +4,348 | $215.7M | -$23.2M | 0.1% |
| AMERICAN CENTURY COMPANIES INC | 1,509,901 | +454,539 | $95.8M | +$21.5M | 43.1% |
| Holocene Advisors, LP | 4,119,773 | +164,715 | $261.4M | -$17.0M | 4.2% |
| MORGAN STANLEY | 2,753,894 | +48,210 | $174.8M | -$15.7M | 1.8% |
| BANK OF AMERICA CORP /DE/ | 2,027,180 | +11,600 | $128.6M | -$13.2M | 0.6% |
| Invesco Ltd. | 3,405,974 | +518,679 | $216.1M | +$12.9M | 18.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,947,773 | +9,455 | $123.6M | -$12.8M | 0.5% |
| Empowered Funds, LLC | 208,478 | +201,905 | $13.2M | +$12.8M | 3071.7% |
| Nuveen, LLC | 1,776,851 | +25,573 | $112.8M | -$10.5M | 1.5% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 166,822 | +146,322 | $10.6M | +$9.1M | 713.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 4,371,864 | +267,012 | $278.6M | -$7.8M | 6.5% |
| Empower Advisory Group, LLC | 1,138,845 | +3,794 | $72.3M | -$7.6M | 0.3% |
| Aware Super Pty Ltd as trustee of Aware Super | 138,180 | +107,697 | $8.8M | +$6.6M | 353.3% |
| Mediolanum International Funds Ltd | 358,547 | +124,428 | $23.0M | +$6.6M | 53.1% |
| Caisse de depot et placement du Quebec | 544,399 | +132,616 | $34.5M | +$5.6M | 32.2% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 586,941 | +129,587 | $37.2M | +$5.1M | 28.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 365,472 | +105,110 | $23.2M | +$4.9M | 40.4% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 621,305 | +13,650 | $39.4M | -$3.3M | 2.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,621,682 | +88,360 | $104.1M | -$3.3M | 5.8% |
| IFM Investors Pty Ltd | 46,664 | +1,667 | $3.0K | -$3.2M | 3.7% |
| VICTORY CAPITAL MANAGEMENT INC | 568,055 | +11,610 | $36.0M | -$3.1M | 2.1% |
| ALTRINSIC GLOBAL ADVISORS LLC | 187,040 | +59,492 | $11.9M | +$2.9M | 46.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 563,875 | +7,508 | $36.4M | -$2.8M | 1.3% |
| Impax Asset Management Group plc | 2,710,763 | +227,803 | $172.0M | -$2.8M | 9.2% |
| Focus Partners Wealth | 67,900 | +45,281 | $4.3M | +$2.7M | 200.2% |
| ARIEL INVESTMENTS, LLC | 405,488 | +6,776 | $25.7M | -$2.3M | 1.7% |
| Rakuten Investment Management, Inc. | 27,851 | +9,247 | $1.8M | -$1.9M | 49.7% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 28,185 | +700 | $1.8M | +$1.8M | 2.5% |
| UBS Group AG | 919,111 | +65,513 | $58.3M | -$1.8M | 7.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 732,794 | +1,116 | $48.4M | -$1.7M | 0.1% |
| Walleye Capital LLC | 34,166 | +26,866 | $2.2M | +$1.7M | 368.0% |
| Vident Advisory, LLC | 74,710 | +27,367 | $4.7M | +$1.4M | 57.8% |
| Edgestream Partners, L.P. | 58,765 | +24,577 | $3.7M | +$1.3M | 71.9% |
| WINTON GROUP Ltd | 274,667 | +8,586 | $17.4M | -$1.3M | 3.2% |
| CITADEL ADVISORS LLC | 330,755 | +14,169 | $21.0M | -$1.3M | 4.5% |
| National Pension Service | 142,556 | +31,700 | $9.0M | +$1.2M | 28.6% |
| FEDERATED HERMES, INC. | 166,826 | +72 | $10.6M | -$1.2M | 0.0% |
| OSAIC HOLDINGS, INC. | 108,034 | +28,826 | $6.9M | +$1.1M | 36.4% |
| State of Tennessee, Department of Treasury | 42,914 | +17,235 | $2.8M | +$1.0M | 67.1% |
| Verition Fund Management LLC | 164,580 | +30,640 | $10.4M | +$1.0M | 22.9% |
| WCG Wealth Advisors LLC | 30,641 | +17,363 | $1.9M | +$1.0M | 130.8% |
| CIBC Asset Management Inc | 48,826 | +19,097 | $3.1M | +$1.0M | 64.2% |
| Walleye Trading LLC | 29,940 | +16,640 | $1.9M | +$963.8K | 125.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 18,320 | +15,323 | $1.2M | +$951.6K | 511.3% |
| XTX Topco Ltd | 18,554 | +14,954 | $1.2M | +$924.0K | 415.4% |
| Corient Private Wealth LLC | 226,741 | +189,203 | $3.6M | +$910.6K | 504.0% |
| NATIONAL BANK OF CANADA /FI/ | 133,340 | +1,590 | $8.5M | -$812.1K | 1.2% |
| SEI INVESTMENTS CO | 293,462 | +17,581 | $18.6M | -$796.7K | 6.4% |
| ASSETMARK, INC | 232,433 | +34,178 | $14.8M | +$795.0K | 17.2% |
| Neo Ivy Capital Management | 27,572 | +13,342 | $1.7M | +$748.1K | 93.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 120,834 | +1,987 | $7.7M | -$697.5K | 1.7% |
| TORONTO DOMINION BANK | 135,926 | +3,522 | $8.6M | -$689.5K | 2.7% |
| BARCLAYS PLC | 521,232 | +35,489 | $33.5M | -$645.0K | 7.3% |
| GOLDMAN SACHS GROUP INC | 1,834,962 | +171,524 | $116.4M | -$642.7K | 10.3% |
| Tidal Investments LLC | 29,194 | +11,895 | $1.9M | +$635.0K | 68.8% |
| Foster Victor Wealth Advisors, LLC | 233,239 | +8,457 | $16.4M | +$616.2K | 3.8% |
| Cerity Partners LLC | 152,884 | +6,314 | $9.7M | -$615.1K | 4.3% |
| PRUDENTIAL FINANCIAL INC | 177,171 | +8,755 | $11.2M | -$611.5K | 5.2% |
| MGO ONE SEVEN LLC | 17,820 | +10,239 | $1.1M | +$597.3K | 135.1% |
| Vontobel Holding Ltd. | 87,822 | +412 | $5.6M | -$579.6K | 0.5% |
| Avanza Fonder AB | 33,898 | +11,547 | $2.2M | +$577.9K | 51.7% |
| Gotham Asset Management, LLC | 397,490 | +47,297 | $25.2M | +$574.6K | 13.5% |
| BANK OF MONTREAL /CAN/ | 274,479 | +34,590 | $17.4M | +$532.6K | 14.4% |
| Man Group plc | 102,944 | +2,627 | $6.5M | -$528.5K | 2.6% |
| RAYMOND JAMES FINANCIAL INC | 566,443 | +48,996 | $35.9M | -$476.6K | 9.5% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 385,463 | +44,649 | $24.5M | +$471.6K | 13.1% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2,592,448 | +261,925 | $164.5M | +$471.2K | 11.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 68,433 | +115 | $4.3M | -$466.1K | 0.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 74,663 | +797 | $4.7M | -$461.3K | 1.1% |
| Asset Management One Co., Ltd. | 85,641 | +598 | $5.5M | -$455.6K | 0.7% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 157,237 | +9,107 | $10.0M | -$448.6K | 6.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 26,804 | +8,816 | $1.7M | +$434.8K | 49.0% |
| TECTONIC ADVISORS LLC | 88,381 | +2,716 | $5.6M | -$421.3K | 3.2% |
| Ancora Advisors LLC | 9,881 | +6,781 | $627.0K | +$408.8K | 218.7% |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 12,020 | +6,970 | $762.8K | +$407.3K | 138.0% |
| Rafferty Asset Management, LLC | 210,646 | +26,130 | $13.4M | +$379.5K | 14.2% |
| Caprock Group, LLC | 38,125 | +110 | $2.4M | -$370.5K | 0.3% |
| Alberta Investment Management Corp | 53,700 | +10,500 | $3.4M | +$367.0K | 24.3% |
| ALLSTATE CORP | 11,783 | +6,215 | $747.7K | +$355.8K | 111.6% |
| BROWN ADVISORY INC | 145,641 | +9,327 | $9.2M | -$352.8K | 6.8% |
| Concurrent Investment Advisors, LLC | 11,372 | +6,088 | $721.6K | +$349.7K | 115.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | 8,678 | +5,723 | $550.7K | +$342.7K | 193.7% |
| M&T Bank Corp | 12,120 | +5,922 | $769.3K | +$333.0K | 95.5% |
| TRUIST FINANCIAL CORP | 58,925 | +1,556 | $3.7M | -$298.8K | 2.7% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 124,751 | +8,068 | $7.9M | -$296.6K | 6.9% |
| DANSKE BANK A/S | 50,010 | +800 | $3.2M | -$290.3K | 1.6% |
| NewEdge Wealth, LLC | 10,814 | +4,423 | $686.3K | +$281.0K | 69.2% |
| Rockefeller Capital Management L.P. | 21,501 | +5,988 | $1.4M | +$272.6K | 38.6% |
| Czech National Bank | 54,767 | +1,592 | $3.5M | -$267.5K | 3.0% |
| MUFG Securities EMEA plc | 8,515 | +4,508 | $540.4K | +$258.3K | 112.5% |
| Grove Bank & Trust | 10,763 | +4,521 | $683.0K | +$243.6K | 72.4% |
| World Investment Advisors | 57,528 | +2,783 | $3.6M | -$234.1K | 5.1% |
| Perigon Wealth Management, LLC | 8,204 | +4,088 | $520.6K | +$230.9K | 99.3% |
| Ransom Advisory, Ltd | 3,896 | +2,922 | $294.2K | +$225.7K | 300.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 37,090 | +6,772 | $2.4M | +$219.6K | 22.3% |
| MACKENZIE FINANCIAL CORP | 14,310 | +4,269 | $916.9K | +$210.1K | 42.5% |
| Sequoia Financial Advisors, LLC | 84,872 | +11,157 | $5.4M | +$197.1K | 15.1% |
| Kera Capital Partners, Inc. | 11,217 | +3,478 | $741.3K | +$196.6K | 44.9% |
| MARTINGALE ASSET MANAGEMENT L P | 7,843 | +3,449 | $497.7K | +$188.4K | 78.5% |
| WINCAP FINANCIAL LLC | 14,676 | +3,937 | $931.3K | +$175.4K | 36.7% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 26,278 | +119 | $1.7M | -$173.7K | 0.5% |
| GATEWAY INVESTMENT ADVISERS LLC | 46,375 | +2,134 | $2.9M | -$171.2K | 4.8% |
| Creative Planning | 54,698 | +2,982 | $3.5M | -$169.2K | 5.8% |
| Fayez Sarofim & Co | 26,075 | +180 | $1.7M | -$168.0K | 0.7% |
| Spire Wealth Management | 2,780 | +2,596 | $176.4K | +$163.5K | 1410.9% |
| State of Wyoming | 10,335 | +3,192 | $655.9K | +$153.1K | 44.7% |
| Freestone Capital Holdings, LLC | 40,458 | +1,818 | $2.6M | -$152.4K | 4.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 25,993 | +480 | $1.6M | -$146.3K | 1.9% |
| Maia Wealth LLC | 8,821 | +39 | $684.0K | +$144.2K | 0.4% |
| BROWN BROTHERS HARRIMAN & CO | 11,595 | +3,145 | $735.8K | +$141.0K | 37.2% |
| Arrow Financial Corp | 24,028 | +372 | $1.5M | -$140.3K | 1.6% |
| PNC Financial Services Group, Inc. | 98,249 | +11,650 | $6.2M | +$139.1K | 13.4% |
| NEOS Investment Management LLC | 30,211 | +4,948 | $1.9M | +$138.9K | 19.6% |
| KKM Financial LLC | 66,615 | +8,503 | $4.2M | +$136.9K | 14.6% |
| Mirae Asset Global Investments Co., Ltd. | 35,663 | +5,391 | $2.3M | +$132.3K | 17.8% |
| JANUS HENDERSON GROUP PLC | 22,655 | +410 | $1.4M | -$127.9K | 1.8% |
| Investment Management Corp of Ontario | 26,098 | +4,307 | $1.7M | +$122.3K | 19.8% |
| Turtle Creek Wealth Advisors, LLC | 19,308 | +3,625 | $1.2M | +$121.4K | 23.1% |
| GAMMA Investing LLC | 18,231 | +91 | $1.2M | -$119.9K | 0.5% |
| Voleon Capital Management LP | 7,226 | +2,366 | $458.6K | +$116.5K | 48.7% |
| PEAK6 LLC | 5,323 | +2,013 | $337.8K | +$104.8K | 60.8% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,828 | +1,099 | $1.6M | -$101.6K | 4.4% |
| CenterBook Partners LP | 13,081 | +2,724 | $830.1K | +$101.1K | 26.3% |
| XPONANCE, INC. | 29,831 | +1,542 | $1.9M | -$98.2K | 5.5% |
| Optas, LLC | 6,822 | +2,053 | $432.9K | +$97.2K | 43.0% |
| STEPH & CO | 2,185 | +1,472 | $138.7K | +$88.5K | 206.4% |
| OSTRUM ASSET MANAGEMENT | 20,749 | +889 | $1.3M | -$81.2K | 4.5% |
| Compound Planning, Inc. | 11,093 | +27 | $704.0K | -$74.9K | 0.2% |
| CRUX WEALTH ADVISORS | 8,026 | +1,718 | $509.3K | +$65.3K | 27.2% |
| ProShare Advisors LLC | 41,798 | +3,210 | $2.7M | -$63.7K | 8.3% |
| Waverly Advisors, LLC | 10,302 | +131 | $653.8K | -$62.2K | 1.3% |
| Hillsdale Investment Management Inc. | 9,700 | +100 | $615.6K | -$60.2K | 1.0% |
| NewEdge Advisors, LLC | 16,380 | +2,426 | $1.0M | +$57.2K | 17.4% |
| Riverwater Partners LLC | 8,216 | +2 | $521.4K | -$56.8K | 0.0% |
| Crossmark Global Holdings, Inc. | 11,648 | +359 | $739.2K | -$55.5K | 3.2% |
| &PARTNERS | 21,918 | +1,535 | $1.4M | -$54.9K | 7.5% |
| AE Wealth Management LLC | 129,569 | +13,520 | $8.2M | +$53.7K | 11.7% |
| Quarry LP | 1,998 | +927 | $126.8K | +$51.4K | 86.5% |
| Venture Visionary Partners LLC | 7,328 | +7 | $465.1K | -$50.3K | 0.1% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 12,101 | +514 | $767.9K | -$47.7K | 4.4% |
| ROWLANDMILLER & PARTNERS.ADV | 6,945 | +7 | $440.8K | -$47.6K | 0.1% |
| Canada Post Corp Registered Pension Plan | 4,791 | +1,110 | $304.0K | +$46.2K | 30.1% |
| CERTUITY, LLC | 7,005 | +38 | $444.5K | -$45.9K | 0.5% |
| DAVENPORT & Co LLC | 6,636 | +66 | $421.1K | -$41.4K | 1.0% |
| Applied Finance Capital Management, LLC | 5,339 | +1,091 | $338.8K | +$39.8K | 25.7% |
| Institute for Wealth Management, LLC. | 6,884 | +116 | $436.9K | -$39.5K | 1.7% |
| Legacy Financial Advisors, Inc. | 7,553 | +1,299 | $479.3K | +$39.1K | 20.8% |
| Norinchukin Bank, The | 12,875 | +723 | $817.0K | -$38.3K | 5.9% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 7,559 | +208 | $479.7K | -$37.7K | 2.8% |
| Sowell Financial Services LLC | 5,416 | +1 | $343.7K | -$37.5K | 0.0% |
| BANK OF NOVA SCOTIA | 32,615 | +2,678 | $2.1M | -$37.1K | 8.9% |
| WESBANCO BANK INC | 16,995 | +2,199 | $1.1M | +$37.0K | 14.9% |
| ExodusPoint Capital Management, LP | 105,087 | +9,823 | $6.7M | -$36.8K | 10.3% |
| Advisory Alpha, LLC | 9,769 | +1,549 | $619.9K | +$36.3K | 18.8% |
| GTS SECURITIES LLC | 16,784 | +2,167 | $1.1M | +$36.2K | 14.8% |
| Andina Capital Management, LLC | 6,565 | +154 | $416.6K | -$34.7K | 2.4% |
| SG Americas Securities, LLC | 551,612 | +520,100 | $35.0K | +$32.8K | 1650.5% |
| JONES FINANCIAL COMPANIES LLLP | 7,274 | +261 | $461.6K | -$32.4K | 3.7% |
| TRANSCEND CAPITAL ADVISORS, LLC | 6,766 | +210 | $429.3K | -$32.2K | 3.2% |
| EXCHANGE TRADED CONCEPTS, LLC | 5,650 | +1,013 | $358.5K | +$32.1K | 21.8% |
| Farther Finance Advisors, LLC | 3,479 | +791 | $220.8K | +$31.6K | 29.4% |
| Vise Technologies, Inc. | 10,420 | +625 | $661.2K | -$28.2K | 6.4% |
| HB Wealth Management, LLC | 7,619 | +1,149 | $483.5K | +$28.1K | 17.8% |
| STEPHENS INC /AR/ | 4,071 | +20 | $258.3K | -$26.8K | 0.5% |
| CIBC WORLD MARKET INC. | 17,440 | +1,338 | $1.1M | -$26.7K | 8.3% |
| Fulton Bank, N.A. | 3,973 | +24 | $252.1K | -$25.8K | 0.6% |
| Bogart Wealth, LLC | 424 | +408 | $26.9K | +$25.8K | 2550.0% |
| PRIVATE TRUST CO NA | 3,939 | +24 | $250.0K | -$25.6K | 0.6% |
| TWIN CITY PRIVATE WEALTH, LLC | 10,765 | +696 | $683.2K | -$25.6K | 6.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,501 | +805 | $285.6K | +$25.5K | 21.8% |
| Beutel, Goodman & Co Ltd. | 3,310,790 | +679,316 | $210.1K | +$24.9K | 25.8% |
| SIGNATUREFD, LLC | 3,381 | +3 | $214.6K | -$23.2K | 0.1% |
| Dorsey & Whitney Trust CO LLC | 4,945 | +167 | $313.8K | -$22.5K | 3.5% |
| RENAISSANCE GROUP LLC | 3,773 | +57 | $239.4K | -$22.1K | 1.5% |
| FRANKLIN RESOURCES INC | 79,623 | +7,529 | $5.1M | -$21.8K | 10.4% |
| Brookstone Capital Management | 3,468 | +59 | $220.1K | -$19.9K | 1.7% |
| Oregon Pacific Wealth Management, LLC | 3,258 | +40 | $206.8K | -$19.8K | 1.2% |
| Private Advisor Group, LLC | 10,651 | +1,327 | $675.9K | +$19.6K | 14.2% |
| Advisor OS, LLC | 6,375 | +900 | $404.5K | +$19.2K | 16.4% |
| Clearstead Advisors, LLC | 1,345 | +398 | $85.4K | +$18.7K | 42.0% |
| Evergreen Wealth Solutions, LLC | 5,691 | +817 | $361.1K | +$18.1K | 16.8% |
| BURNEY CO/ | 7,529 | +992 | $477.8K | +$17.7K | 15.2% |
| MJP ASSOCIATES INC /ADV | 6,115 | +840 | $388.0K | +$16.8K | 15.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,726 | +1,669 | $934.5K | +$15.4K | 12.8% |
| HUB Investment Partners, LLC | 6,125 | +812 | $388.7K | +$14.7K | 15.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,151 | +5 | $136.5K | -$14.6K | 0.2% |
| Tower Research Capital LLC (TRC) | 4,961 | +692 | $314.8K | +$14.3K | 16.2% |
| AMERICAN NATIONAL BANK & TRUST | 9,897 | +1,173 | $628.1K | +$14.0K | 13.4% |
| Clearstead Trust, LLC | 289 | +219 | $18.3K | +$13.4K | 312.9% |
| MAI Capital Management | 2,955 | +464 | $187.5K | +$12.2K | 18.6% |
| ORG Partners LLC | 216 | +194 | $13.7K | +$12.2K | 881.8% |
| EQUITABLE TRUST CO | 13,993 | +1,212 | $888.0K | -$11.7K | 9.5% |
| Gallagher Fiduciary Advisors, LLC | 5,593 | +388 | $354.9K | -$11.4K | 7.5% |
| UMB Bank, n.a. | 3,654 | +198 | $231.9K | -$11.4K | 5.7% |
| NISA INVESTMENT ADVISORS, LLC | 27,558 | +2,557 | $1.7M | -$11.0K | 10.2% |
| Independent Advisor Alliance | 3,293 | +181 | $209.0K | -$10.1K | 5.8% |
| ROCKLAND TRUST CO | 4,610 | +318 | $292.6K | -$9.6K | 7.4% |
| FIRST HORIZON CORP | 100,885 | +10,059 | $6.4M | +$8.9K | 11.1% |
| VAN ECK ASSOCIATES CORP | 3,375,286 | +213,676 | $214.2K | -$8.3K | 6.8% |
| Prestige Wealth Management Group LLC | 138 | +115 | $9.8K | +$8.2K | 500.0% |
| Valeo Financial Advisors, LLC | 3,920 | +277 | $248.8K | -$7.7K | 7.6% |
| GHP Investment Advisors, Inc. | 1,151 | +6 | $73.0K | -$7.6K | 0.5% |
| Allspring Global Investments Holdings, LLC | 10,781 | +775 | $695.0K | -$7.6K | 7.7% |
| Parallel Advisors, LLC | 2,220 | +114 | $140.9K | -$7.4K | 5.4% |
| Johnson Financial Group, Inc. | 1,521 | +250 | $96.5K | +$7.1K | 19.7% |
| E Fund Management (Hong Kong) Co., Ltd. | 107 | +101 | $7.1K | +$6.7K | 1683.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 119 | +102 | $7.6K | +$6.4K | 600.0% |
| B. Metzler seel. Sohn & Co. AG | 9,919 | +889 | $629.5K | -$6.2K | 9.8% |
| Dynasty Wealth Management, LLC | 3,524 | +420 | $223.6K | +$5.1K | 13.5% |
| CHILDRESS CAPITAL ADVISORS, LLC | 3,970 | +456 | $251.9K | +$4.6K | 13.0% |
| Manchester Capital Management LLC | 464 | +105 | $29.4K | +$4.2K | 29.2% |
| Aptus Capital Advisors, LLC | 3,323 | +271 | $210.9K | -$4.0K | 8.9% |
| Parkside Financial Bank & Trust | 631 | +7 | $40.0K | -$3.9K | 1.1% |
| SAGESPRING WEALTH PARTNERS, LLC | 4,551 | +495 | $288.8K | +$3.3K | 12.2% |
| OAKWORTH CAPITAL, INC. | 2,265 | +265 | $143.7K | +$3.0K | 13.3% |
| Root Financial Partners, LLC | 426 | +83 | $27.0K | +$2.8K | 24.2% |
| Rossby Financial, LCC | 449 | +79 | $28.5K | +$2.5K | 21.4% |
| Sunbelt Securities, Inc. | 377 | +1 | $23.9K | -$2.5K | 0.3% |
| LRI Investments, LLC | 733 | +107 | $46.5K | +$2.5K | 17.1% |
| CYBER HORNET ETFs LLC | 636 | +35 | $40.4K | -$1.9K | 5.8% |
| Wedmont Private Capital | 5,023 | +335 | $323.0K | +$1.7K | 7.1% |
| JFS WEALTH ADVISORS, LLC | 214 | +45 | $13.6K | +$1.7K | 26.6% |
| Atlantic Edge Private Wealth Management, LLC | 105 | +25 | $6.7K | +$1.0K | 31.3% |
| Nemes Rush Group LLC | 78 | +22 | $5.0K | +$1.0K | 39.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,529 | +10,838 | $1.3K | +$677 | 111.8% |
| BNP PARIBAS FINANCIAL MARKETS | 547,051 | +53,851 | $34.7M | -$492 | 10.9% |
| SouthState Corp | 72 | +14 | $4.6K | +$487 | 24.1% |
| Dunhill Financial, LLC | 23 | +7 | $1.5K | +$317 | 43.8% |
| Bollard Group LLC | 44,189 | +216 | $2.8K | -$291 | 0.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 641 | +67 | $40.7K | +$272 | 11.7% |
| TFC Financial Management, Inc. | 15 | +5 | $952 | +$248 | 50.0% |
| FOSTER & MOTLEY INC | 27,168 | +91 | $1.7K | -$182 | 0.3% |
| Daiwa Securities Group Inc. | 45,366 | +2,187 | $2.9K | -$160 | 5.1% |
| Bay Harbor Wealth Management, LLC | 18 | +4 | $1.1K | +$157 | 28.6% |
| iA Global Asset Management Inc. | 25,126 | +4,144 | $1.6K | +$117 | 19.8% |
| ROSS\JOHNSON & Associates LLC | 5 | +2 | $317 | +$106 | 66.7% |
| South Dakota Investment Council | 16,248 | +100 | $1.0K | -$106 | 0.6% |
| Altshuler Shaham Ltd | 63 | +5 | $4.0K | -$85 | 8.6% |
| Morningstar Investment Management LLC | 45,436 | +5,586 | $2.9K | +$78 | 14.0% |
| Quent Capital, LLC | 1,810 | +178 | $114.9K | -$13 | 10.9% |
| Penserra Capital Management LLC | 4,340 | +278 | $275 | -$10 | 6.8% |
| Covestor Ltd | 829 | +142 | $53 | +$4 | 20.7% |
| GW&K Investment Management, LLC | 284 | +7 | $18 | -$1 | 2.5% |
| Harel Insurance Investments & Financial Services Ltd. | 227 | +9 | $14 | -$1 | 4.1% |