13F QoQ Ownership Changes
NDAQ Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 177 new · 421 added · 496 reduced · 108 exited
New Positions(177)
Added To(421)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 59,916,887 | +268,481 | $5.82B | +$543.8M | 0.5% |
| MORGAN STANLEY | 9,266,562 | +3,567,843 | $900.1M | +$396.0M | 62.6% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27,627,767 | +1,258,964 | $2.68B | +$351.2M | 4.8% |
| HARRIS ASSOCIATES L P | 8,621,689 | +2,716,280 | $837.4M | +$315.1M | 46.0% |
| Nuveen, LLC | 6,073,271 | +2,736,322 | $589.9M | +$294.7M | 82.0% |
| FARALLON CAPITAL MANAGEMENT LLC | 6,612,256 | +2,989,213 | $610.8M | +$290.3M | 82.5% |
| BANK OF AMERICA CORP /DE/ | 8,691,428 | +1,674,182 | $844.2M | +$223.5M | 23.9% |
| STATE STREET CORP | 19,878,600 | +259,408 | $1.93B | +$195.5M | 1.3% |
| FMR LLC | 3,294,111 | +1,437,479 | $320.0M | +$155.7M | 77.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 12,851,894 | +378,577 | $1.24B | +$144.7M | 3.0% |
| Select Equity Group, L.P. | 3,752,757 | +782,105 | $364.5M | +$101.8M | 26.3% |
| FRANKLIN RESOURCES INC | 10,589,679 | +6,786 | $1.03B | +$92.5M | 0.1% |
| SEI INVESTMENTS CO | 1,233,129 | +881,028 | $119.8M | +$88.6M | 250.2% |
| Invesco Ltd. | 5,369,264 | +324,743 | $521.5M | +$75.3M | 6.4% |
| AMERIPRISE FINANCIAL INC | 5,662,037 | +1,706 | $550.9M | +$50.5M | 0.0% |
| Point72 Asset Management, L.P. | 556,323 | +482,140 | $54.0M | +$47.5M | 649.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,698,538 | +169,318 | $359.2M | +$47.1M | 4.8% |
| NORTHERN TRUST CORP | 4,269,918 | +71,310 | $414.7M | +$43.4M | 1.7% |
| PANAGORA ASSET MANAGEMENT INC | 582,464 | +383,217 | $56.6M | +$39.0M | 192.3% |
| DEUTSCHE BANK AG\ | 1,683,603 | +259,544 | $163.5M | +$37.6M | 18.2% |
| Squarepoint Ops LLC | 663,492 | +342,013 | $64.4M | +$36.0M | 106.4% |
| Rockefeller Capital Management L.P. | 851,203 | +303,714 | $80.6M | +$32.1M | 55.5% |
| Mariner, LLC | 2,875,927 | +71,249 | $279.3M | +$31.3M | 2.5% |
| AMERICAN CENTURY COMPANIES INC | 2,643,598 | +90,815 | $256.8M | +$31.0M | 3.5% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 401,968 | +309,107 | $39.0M | +$30.8M | 332.9% |
| Legal & General Group Plc | 2,855,235 | +45,783 | $277.3M | +$28.8M | 1.6% |
| Jefferies Financial Group Inc. | 371,265 | +274,564 | $36.1M | +$27.5M | 283.9% |
| Robeco Institutional Asset Management B.V. | 1,417,204 | +171,333 | $137.7M | +$27.5M | 13.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,727,956 | +39,936 | $265.0M | +$27.2M | 1.5% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 330,438 | +271,302 | $32.1M | +$26.9M | 458.8% |
| DIMENSIONAL FUND ADVISORS LP | 2,625,048 | +28,023 | $255.0M | +$25.3M | 1.1% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 590,559 | +210,815 | $57.4M | +$23.8M | 55.5% |
| Schonfeld Strategic Advisors LLC | 343,667 | +213,842 | $33.4M | +$21.9M | 164.7% |
| TUDOR INVESTMENT CORP ET AL | 298,100 | +195,504 | $29.0M | +$19.9M | 190.6% |
| BLAIR WILLIAM & CO/IL | 759,873 | +143,251 | $73.8M | +$19.3M | 23.2% |
| MACKENZIE FINANCIAL CORP | 577,346 | +145,272 | $56.6M | +$18.4M | 33.6% |
| Russell Investments Group, Ltd. | 452,554 | +151,689 | $44.0M | +$17.4M | 50.4% |
| WELLS FARGO & COMPANY/MN | 1,013,417 | +88,898 | $98.4M | +$16.7M | 9.6% |
| Interval Partners, LP | 289,687 | +158,807 | $28.1M | +$16.6M | 121.3% |
| Korea Investment CORP | 564,126 | +128,466 | $54.8M | +$16.3M | 29.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 965,988 | +89,340 | $93.4M | +$15.8M | 10.2% |
| STRS OHIO | 709,947 | +102,586 | $69.0M | +$15.2M | 16.9% |
| RAYMOND JAMES FINANCIAL INC | 1,270,134 | +37,858 | $123.4M | +$14.4M | 3.1% |
| National Pension Service | 673,919 | +68,368 | $65.5M | +$11.9M | 11.3% |
| FLOSSBACH VON STORCH SE | 1,147,947 | +21,042 | $111.5M | +$11.8M | 1.9% |
| BNP PARIBAS FINANCIAL MARKETS | 1,063,278 | +26,185 | $103.3M | +$11.5M | 2.5% |
| MILLENNIUM MANAGEMENT LLC | 425,206 | +78,524 | $41.3M | +$10.6M | 22.6% |
| Raiffeisen Bank International AG | 511,176 | +63,215 | $50.2M | +$10.4M | 14.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 672,111 | +40,236 | $65.3M | +$9.4M | 6.4% |
| STIFEL FINANCIAL CORP | 409,928 | +63,612 | $39.8M | +$9.2M | 18.4% |
| EVENTIDE ASSET MANAGEMENT, LLC | 707,048 | +32,406 | $68.8M | +$9.1M | 4.8% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 91,515 | +2,600 | $8.9M | +$8.9M | 2.9% |
| IFM Investors Pty Ltd | 98,861 | +4,316 | $9.6K | -$8.3M | 4.6% |
| Stony Point Capital LLC | 735,705 | +18,484 | $71.5M | +$8.0M | 2.6% |
| Munich Reinsurance Co Stock Corp in Munich | 666,027 | +15,661 | $65.4M | +$7.9M | 2.4% |
| SCOTIA CAPITAL INC. | 84,962 | +79,928 | $8.3M | +$7.8M | 1587.8% |
| Groupe la Francaise | 126,536 | +64,040 | $12.3M | +$6.8M | 102.5% |
| Trexquant Investment LP | 522,875 | +23,724 | $50.8M | +$6.6M | 4.8% |
| HighTower Advisors, LLC | 307,185 | +43,261 | $29.8M | +$6.5M | 16.4% |
| Cerity Partners LLC | 200,932 | +51,328 | $19.5M | +$6.3M | 34.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 624,836 | +5,119 | $60.9M | +$6.1M | 0.8% |
| Foster Victor Wealth Advisors, LLC | 302,655 | +21,478 | $30.6M | +$5.9M | 7.6% |
| CIBC Asset Management Inc | 185,484 | +48,244 | $18.0M | +$5.9M | 35.1% |
| DANSKE BANK A/S | 348,622 | +31,377 | $33.9M | +$5.8M | 9.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 210,727 | +45,705 | $20.4M | +$5.8M | 27.7% |
| Rakuten Investment Management, Inc. | 59,677 | +58,128 | $5.9M | +$5.6M | 3752.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 593,947 | +4,600 | $57.7M | +$5.6M | 0.8% |
| Quantinno Capital Management LP | 157,073 | +45,027 | $15.3M | +$5.3M | 40.2% |
| ALLIANCEBERNSTEIN L.P. | 477,102 | +13,535 | $46.3M | +$5.3M | 2.9% |
| AVIVA PLC | 362,961 | +21,727 | $35.3M | +$5.1M | 6.4% |
| NorthCrest Asset Manangement, LLC | 446,694 | +4,551 | $44.0M | +$4.9M | 1.0% |
| CITIGROUP INC | 366,326 | +19,027 | $35.6M | +$4.9M | 5.5% |
| Bridgewater Associates, LP | 111,620 | +44,019 | $10.8M | +$4.9M | 65.1% |
| PEAK6 LLC | 73,500 | +47,266 | $7.1M | +$4.8M | 180.2% |
| Pathstone Holdings, LLC | 355,002 | +18,446 | $34.5M | +$4.7M | 5.5% |
| Evelyn Partners Investment Management LLP | 430,244 | +13,797 | $41.8M | +$4.6M | 3.3% |
| Voya Investment Management LLC | 238,729 | +25,837 | $23.2M | +$4.4M | 12.1% |
| Gotham Asset Management, LLC | 339,358 | +13,163 | $33.0M | +$4.1M | 4.0% |
| Pictet Asset Management Holding SA | 300,499 | +15,097 | $29.2M | +$3.9M | 5.3% |
| Creative Planning | 124,338 | +31,221 | $12.1M | +$3.8M | 33.5% |
| Vinva Investment Management Ltd | 68,867 | +33,436 | $6.8M | +$3.6M | 94.4% |
| PNC Financial Services Group, Inc. | 239,319 | +13,288 | $23.2M | +$3.3M | 5.9% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 344,191 | +2,387 | $33.4M | +$3.2M | 0.7% |
| RBF Capital, LLC | 60,000 | +30,000 | $5.8M | +$3.2M | 100.0% |
| Baird Financial Group, Inc. | 184,515 | +17,556 | $17.9M | +$3.2M | 10.5% |
| Evelyn Partners Investment Management Services Ltd | 65,896 | +28,810 | $6.4M | +$3.1M | 77.7% |
| JONES FINANCIAL COMPANIES LLLP | 111,330 | +22,341 | $10.8M | +$3.0M | 25.1% |
| Asset Management One Co., Ltd. | 207,344 | +9,567 | $20.5M | +$3.0M | 4.8% |
| Federation des caisses Desjardins du Quebec | 102,541 | +23,462 | $10.0M | +$3.0M | 29.7% |
| KLP KAPITALFORVALTNING AS | 234,584 | +9,900 | $22.8M | +$2.9M | 4.4% |
| Varma Mutual Pension Insurance Co | 187,376 | +14,500 | $18.2M | +$2.9M | 8.4% |
| State of Tennessee, Department of Treasury | 150,214 | +17,752 | $14.6M | +$2.8M | 13.4% |
| Headlands Technologies LLC | 116,924 | +20,272 | $11.4M | +$2.8M | 21.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 177,108 | +13,312 | $17.2M | +$2.7M | 8.1% |
| Capital World Investors | 273,996 | +2,064 | $26.6M | +$2.6M | 0.8% |
| Walleye Trading LLC | 56,074 | +23,402 | $5.4M | +$2.6M | 71.6% |
| Banque Cantonale Vaudoise | 26,285 | +1,928 | $2.6M | +$2.5M | 7.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 114,920 | +17,139 | $11.2M | +$2.5M | 17.5% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 81,454 | +19,569 | $7.9M | +$2.4M | 31.6% |
| Cetera Investment Advisers | 187,917 | +8,993 | $18.3M | +$2.4M | 5.0% |
| Parallax Volatility Advisers, L.P. | 43,412 | +22,624 | $4.2M | +$2.4M | 108.8% |
| FEDERATED HERMES, INC. | 54,067 | +21,483 | $5.3M | +$2.4M | 65.9% |
| Mitsubishi UFJ Trust & Banking Corp | 200,820 | +6,316 | $19.5M | +$2.3M | 3.2% |
| GHP Investment Advisors, Inc. | 175,489 | +7,627 | $17.0M | +$2.2M | 4.5% |
| Woodline Partners LP | 77,110 | +17,205 | $7.5M | +$2.2M | 28.7% |
| COMERICA BANK | 171,315 | +7,455 | $16.6M | +$2.1M | 4.5% |
| IEQ CAPITAL, LLC | 151,152 | +8,619 | $14.7M | +$2.1M | 6.0% |
| ALLSTATE CORP | 34,794 | +18,759 | $3.4M | +$2.0M | 117.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 63,375 | +1,771 | $7.4M | +$1.9M | 2.9% |
| Hennion & Walsh Asset Management, Inc. | 80,874 | +13,448 | $7.9M | +$1.9M | 19.9% |
| NewEdge Advisors, LLC | 53,329 | +15,909 | $5.2M | +$1.9M | 42.5% |
| TD Asset Management Inc | 159,466 | +5,448 | $15.5M | +$1.9M | 3.5% |
| Aperture Investors, LLC | 107,760 | +10,423 | $10.5M | +$1.9M | 10.7% |
| Atria Investments, Inc | 61,823 | +13,942 | $6.0M | +$1.8M | 29.1% |
| M&T Bank Corp | 61,076 | +13,160 | $5.9M | +$1.7M | 27.5% |
| Motley Fool Asset Management LLC | 53,115 | +13,504 | $5.2M | +$1.7M | 34.1% |
| DARK FOREST CAPITAL MANAGEMENT LP | 36,588 | +15,121 | $3.6M | +$1.7M | 70.4% |
| NISA INVESTMENT ADVISORS, LLC | 126,488 | +5,955 | $12.3M | +$1.6M | 4.9% |
| Southeast Asset Advisors, LLC | 26,191 | +15,776 | $2.5M | +$1.6M | 151.5% |
| DNB Asset Management AS | 90,892 | +8,822 | $8.8M | +$1.6M | 10.7% |
| Ninepoint Partners LP | 18,163 | +15,647 | $1.8M | +$1.5M | 621.9% |
| OFI INVEST ASSET MANAGEMENT | 146,430 | +4,821 | $12.2M | +$1.5M | 3.4% |
| D.A. DAVIDSON & CO. | 23,756 | +14,330 | $2.3M | +$1.5M | 152.0% |
| State of New Jersey Common Pension Fund D | 148,955 | +1,392 | $14.5M | +$1.4M | 0.9% |
| Numerai GP LLC | 19,671 | +14,067 | $1.9M | +$1.4M | 251.0% |
| Mirova US LLC | 85,671 | +7,499 | $8.3M | +$1.4M | 9.6% |
| XPONANCE, INC. | 89,707 | +7,072 | $8.7M | +$1.4M | 8.6% |
| Sequoia Financial Advisors, LLC | 78,097 | +8,112 | $7.6M | +$1.4M | 11.6% |
| JANUS HENDERSON GROUP PLC | 149,094 | +914 | $14.5M | +$1.4M | 0.6% |
| Lansforsakringar Fondforvaltning AB (publ) | 144,713 | +1,350 | $14.1M | +$1.4M | 0.9% |
| Czech National Bank | 118,945 | +3,817 | $11.6M | +$1.4M | 3.3% |
| FORSTA AP-FONDEN | 100,500 | +5,500 | $9.8M | +$1.4M | 5.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 73,086 | +8,177 | $7.1M | +$1.4M | 12.6% |
| Resona Asset Management Co.,Ltd. | 141,978 | +774 | $13.8M | +$1.3M | 0.5% |
| ASSETMARK, INC | 118,923 | +2,928 | $11.6M | +$1.3M | 2.5% |
| FourThought Financial Partners, LLC | 133,843 | +1,191 | $13.0M | +$1.3M | 0.9% |
| Candriam S.C.A. | 70,968 | +7,079 | $6.9M | +$1.2M | 11.1% |
| Investment Management Corp of Ontario | 31,065 | +10,804 | $3.0M | +$1.2M | 53.3% |
| ABN AMRO Bank N.V. | 133,270 | +115 | $12.9M | +$1.2M | 0.1% |
| ProShare Advisors LLC | 95,456 | +4,101 | $9.3M | +$1.2M | 4.5% |
| Vanguard Personalized Indexing Management, LLC | 56,170 | +7,922 | $5.5M | +$1.2M | 16.4% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 83,617 | +5,073 | $8.1M | +$1.2M | 6.5% |
| HARMONY ASSET MANAGEMENT LLC | 14,290 | +11,805 | $1.4M | +$1.2M | 475.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,158 | +7,000 | $6.1M | +$1.2M | 12.5% |
| Vestmark Advisory Solutions, Inc. | 14,406 | +11,637 | $1.4M | +$1.2M | 420.3% |
| Ethic Inc. | 108,254 | +2,419 | $10.5M | +$1.2M | 2.3% |
| AXQ CAPITAL, LP | 14,667 | +11,547 | $1.4M | +$1.1M | 370.1% |
| Baker Avenue Asset Management, LP | 91,679 | +3,924 | $8.9M | +$1.1M | 4.5% |
| NEOS Investment Management LLC | 52,128 | +7,429 | $5.1M | +$1.1M | 16.6% |
| Wealthfront Advisers LLC | 46,161 | +7,873 | $4.5M | +$1.1M | 20.6% |
| MML INVESTORS SERVICES, LLC | 69,773 | +5,384 | $6.8M | +$1.1M | 8.4% |
| Mirae Asset Global Investments Co., Ltd. | 81,334 | +4,244 | $7.9M | +$1.1M | 5.5% |
| MUFG Securities EMEA plc | 18,493 | +9,817 | $1.8M | +$1.0M | 113.2% |
| Tower Research Capital LLC (TRC) | 14,410 | +10,217 | $1.4M | +$1.0M | 243.7% |
| NORTHSTAR ASSET MANAGEMENT INC | 57,276 | +5,540 | $5.6M | +$987.2K | 10.7% |
| Swedbank AB | 84,783 | +2,715 | $8.2M | +$976.1K | 3.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 68,654 | +3,939 | $6.7M | +$944.3K | 6.1% |
| QRG CAPITAL MANAGEMENT, INC. | 36,607 | +6,190 | $3.6M | +$865.3K | 20.4% |
| Blue Trust, Inc. | 9,560 | +8,383 | $928.6K | +$824.5K | 712.2% |
| Police & Firemen's Retirement System of New Jersey | 69,351 | +2,385 | $6.7M | +$812.9K | 3.6% |
| Utah Retirement Systems | 70,116 | +2,221 | $6.8M | +$805.1K | 3.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 58,225 | +3,327 | $5.7M | +$799.7K | 6.1% |
| Morse Asset Management, Inc | 18,204 | +7,119 | $1.8M | +$787.7K | 64.2% |
| CIBC WORLD MARKET INC. | 31,232 | +5,785 | $3.0M | +$782.8K | 22.7% |
| KANAWHA CAPITAL MANAGEMENT LLC | 82,342 | +521 | $8.0M | +$760.8K | 0.6% |
| BURLING WEALTH PARTNERS, LLC | 37,943 | +4,878 | $3.7M | +$760.7K | 14.8% |
| Empowered Funds, LLC | 37,214 | +4,680 | $3.6M | +$737.0K | 14.4% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 10,331 | +7,088 | $1.0M | +$716.6K | 218.6% |
| B. Metzler seel. Sohn & Co. AG | 51,152 | +2,842 | $5.0M | +$697.9K | 5.9% |
| CAPTRUST FINANCIAL ADVISORS | 37,806 | +4,133 | $3.7M | +$693.8K | 12.3% |
| US BANCORP \DE\ | 67,413 | +1,216 | $6.5M | +$692.7K | 1.8% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 70,822 | +852 | $6.9M | +$690.0K | 1.2% |
| Westover Capital Advisors, LLC | 25,965 | +4,942 | $2.5M | +$662.5K | 23.5% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 68,854 | +658 | $6.7M | +$655.9K | 1.0% |
| Hartford Funds Management Co LLC | 13,521 | +5,994 | $1.3M | +$647.7K | 79.6% |
| Advisors Asset Management, Inc. | 10,698 | +6,219 | $1.0M | +$642.9K | 138.8% |
| Focus Partners Wealth | 25,316 | +4,782 | $2.5M | +$642.7K | 23.3% |
| Everhart Financial Group, Inc. | 14,345 | +5,789 | $1.4M | +$636.6K | 67.7% |
| FIFTH THIRD BANCORP | 46,523 | +2,475 | $4.5M | +$622.7K | 5.6% |
| Dakota Wealth Management | 9,442 | +6,077 | $917.1K | +$619.5K | 180.6% |
| AE Wealth Management LLC | 57,093 | +1,284 | $5.5M | +$609.1K | 2.3% |
| Global Retirement Partners, LLC | 7,431 | +5,952 | $721.7K | +$590.9K | 402.4% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 65,635 | +86 | $6.4M | +$577.3K | 0.1% |
| DRW Securities, LLC | 9,988 | +5,389 | $964.9K | +$561.7K | 117.2% |
| Integrated Wealth Concepts LLC | 10,833 | +5,257 | $1.1M | +$559.0K | 94.3% |
| PROMETHIUM ADVISORS,LLC | 35,100 | +2,832 | $3.4M | +$555.2K | 8.8% |
| FORTEM FINANCIAL GROUP, LLC | 8,166 | +5,380 | $793.2K | +$546.7K | 193.1% |
| DAVENPORT & Co LLC | 58,214 | +456 | $5.7M | +$545.7K | 0.8% |
| FIRST NATIONAL BANK OF OMAHA | 55,112 | +664 | $5.4M | +$537.1K | 1.2% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 28,349 | +3,159 | $2.8M | +$530.1K | 12.5% |
| &PARTNERS | 20,129 | +3,617 | $2.0M | +$495.1K | 21.9% |
| Curi Capital, LLC | 16,897 | +3,937 | $1.6M | +$494.8K | 30.4% |
| CHOREO, LLC | 11,914 | +3,967 | $1.2M | +$466.8K | 49.9% |
| Generali Asset Management SPA SGR | 37,480 | +1,538 | $3.6M | +$461.4K | 4.3% |
| Callan Family Office, LLC | 12,476 | +3,943 | $1.2M | +$457.1K | 46.2% |
| MAI Capital Management | 25,958 | +2,457 | $2.5M | +$442.6K | 10.4% |
| Steward Partners Investment Advisory, LLC | 29,311 | +2,097 | $2.8M | +$440.0K | 7.7% |
| Texas Yale Capital Corp. | 32,089 | +1,711 | $3.1M | +$429.9K | 5.6% |
| Maryland State Retirement & Pension System | 23,066 | +2,500 | $2.2M | +$421.3K | 12.2% |
| Ascent Group, LLC | 34,738 | +1,296 | $3.4M | +$416.2K | 3.9% |
| Norinchukin Bank, The | 27,946 | +1,739 | $2.7M | +$396.4K | 6.6% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 30,600 | +1,400 | $3.0M | +$389.4K | 4.8% |
| Guinness Asset Management LTD | 13,104 | +2,876 | $1.3M | +$388.3K | 28.1% |
| Gold Investment Management Ltd. | 38,735 | +575 | $3.8M | +$387.1K | 1.5% |
| Farther Finance Advisors, LLC | 16,791 | +2,674 | $1.6M | +$382.3K | 18.9% |
| Lido Advisors, LLC | 45,912 | +2,167 | $4.2M | +$376.1K | 5.0% |
| Western Wealth Management, LLC | 6,799 | +3,466 | $660.4K | +$365.6K | 104.0% |
| Concurrent Investment Advisors, LLC | 29,996 | +1,171 | $2.9M | +$363.9K | 4.1% |
| GTS SECURITIES LLC | 6,616 | +3,413 | $642.6K | +$359.3K | 106.5% |
| GREENLEAF TRUST | 17,148 | +2,190 | $1.7M | +$342.5K | 14.6% |
| FIRST AMERICAN BANK | 35,117 | +168 | $3.4M | +$319.7K | 0.5% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11,326 | +2,473 | $1.1M | +$317.0K | 27.9% |
| Merit Financial Group, LLC | 15,622 | +1,977 | $1.5M | +$310.4K | 14.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 25,284 | +1,028 | $2.5M | +$310.4K | 4.2% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 6,576 | +2,853 | $638.7K | +$309.4K | 76.6% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 18,983 | +1,762 | $1.8M | +$303.9K | 10.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 16,663 | +1,623 | $1.6M | +$288.2K | 10.8% |
| Nilsine Partners, LLC | 8,947 | +2,365 | $869.0K | +$286.8K | 35.9% |
| ROMAN BUTLER FULLERTON & CO | 21,111 | +23 | $2.1M | +$284.0K | 0.1% |
| FIRST HORIZON CORP | 22,699 | +965 | $2.2M | +$282.4K | 4.4% |
| Applied Capital LLC/FL | 31,768 | +51 | $3.1M | +$280.3K | 0.2% |
| Fiduciary Alliance LLC | 25,136 | +564 | $2.4M | +$268.1K | 2.3% |
| Allspring Global Investments Holdings, LLC | 21,502 | +627 | $2.1M | +$264.1K | 3.0% |
| Lebenthal Global Advisors, LLC | 7,278 | +2,203 | $706.9K | +$258.0K | 43.4% |
| GAMMA Investing LLC | 18,058 | +1,123 | $1.8M | +$256.1K | 6.6% |
| Jump Financial, LLC | 5,400 | +2,332 | $524.5K | +$253.1K | 76.0% |
| Clarus Wealth Advisors | 17,579 | +584 | $1.7M | +$249.5K | 3.4% |
| BROWN ADVISORY INC | 4,668 | +2,321 | $453.4K | +$245.8K | 98.9% |
| Evelyn Partners Investment Management (Europe) Ltd | 18,535 | +1,108 | $1.8M | +$242.0K | 6.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,456 | +2,052 | $627.1K | +$237.5K | 46.6% |
| Summit Trail Advisors, LLC | 17,001 | +995 | $1.7M | +$235.5K | 6.2% |
| Apollon Wealth Management, LLC | 13,332 | +1,264 | $1.3M | +$227.6K | 10.5% |
| Whitener Capital Management, Inc. | 13,146 | +1,229 | $1.3M | +$222.8K | 10.3% |
| Kensington Investment Counsel, LLC | 14,413 | +1,063 | $1.4M | +$219.1K | 8.0% |
| Prime Capital Investment Advisors, LLC | 23,273 | +75 | $2.3M | +$208.6K | 0.3% |
| Portfolio Design Labs, LLC | 19,698 | +421 | $1.9M | +$208.2K | 2.2% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3,126 | +2,025 | $303.6K | +$206.2K | 183.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 12,594 | +1,025 | $1.2M | +$200.0K | 8.8% |
| Beacon Pointe Advisors, LLC | 4,353 | +1,822 | $422.8K | +$198.9K | 72.0% |
| Waterfront Wealth Inc. | 18,022 | +27 | $1.8M | +$198.8K | 0.1% |
| Ballentine Partners, LLC | 18,911 | +366 | $1.8M | +$196.5K | 2.0% |
| Waverly Advisors, LLC | 4,809 | +1,746 | $467.1K | +$196.2K | 57.0% |
| Wealthspire Advisors, LLC | 2,268 | +1,993 | $220.3K | +$196.0K | 724.7% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6,399 | +1,486 | $621.5K | +$186.9K | 30.2% |
| QUADRANT CAPITAL GROUP LLC | 14,702 | +670 | $1.4M | +$186.9K | 4.8% |
| MATHER GROUP, LLC. | 5,865 | +1,485 | $569.7K | +$182.3K | 33.9% |
| Vise Technologies, Inc. | 6,189 | +1,434 | $601.2K | +$180.6K | 30.1% |
| BROWN BROTHERS HARRIMAN & CO | 6,255 | +1,379 | $607.5K | +$176.3K | 28.3% |
| Legacy Bridge, LLC | 18,275 | +195 | $1.8M | +$175.9K | 1.1% |
| RITHOLTZ WEALTH MANAGEMENT | 4,428 | +1,528 | $430.1K | +$173.6K | 52.7% |
| HB Wealth Management, LLC | 13,828 | +604 | $1.3M | +$173.5K | 4.6% |
| CITIZENS FINANCIAL GROUP INC/RI | 5,316 | +1,386 | $516.4K | +$168.7K | 35.3% |
| Cresset Asset Management, LLC | 8,150 | +1,080 | $791.6K | +$166.3K | 15.3% |
| Elm3 Financial Group, LLC | 5,168 | +1,348 | $502.0K | +$164.1K | 35.3% |
| Private Advisor Group, LLC | 10,282 | +742 | $998.6K | +$154.9K | 7.8% |
| World Investment Advisors | 30,638 | +1,144 | $2.5M | -$154.5K | 3.9% |
| CIBC Private Wealth Group LLC | 8,792 | +777 | $854.0K | +$145.0K | 9.7% |
| Redwood Financial Network Corp | 3,819 | +1,235 | $370.9K | +$142.4K | 47.8% |
| Mount Lucas Management LP | 16,293 | +6 | $1.6M | +$142.0K | 0.0% |
| Erste Asset Management GmbH | 4,516 | +1,073 | $446.5K | +$141.1K | 31.2% |
| TKG Advisors, LLC | 15,105 | +91 | $1.5M | +$139.2K | 0.6% |
| Legacy Financial Advisors, Inc. | 9,776 | +603 | $949.6K | +$138.2K | 6.6% |
| Fiduciary Trust Co | 10,921 | +489 | $1.1M | +$138.1K | 4.7% |
| Global Financial Private Client, LLC | 12,555 | +261 | $1.2M | +$132.1K | 2.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 6,209 | +857 | $603.1K | +$129.7K | 16.0% |
| SIGNATUREFD, LLC | 8,662 | +612 | $841.4K | +$129.3K | 7.6% |
| Stablepoint Partners, LLC | 11,236 | +324 | $1.1M | +$126.2K | 3.0% |
| OneDigital Investment Advisors LLC | 7,892 | +634 | $766.5K | +$124.6K | 8.7% |
| BROWN, LISLE/CUMMINGS, INC. | 8,675 | +525 | $842.6K | +$121.7K | 6.4% |
| Parallel Advisors, LLC | 5,522 | +807 | $536.4K | +$119.3K | 17.1% |
| Guardian Partners Inc. | 35,825 | +850 | $3.2M | +$118.9K | 2.4% |
| Aptus Capital Advisors, LLC | 4,241 | +882 | $411.9K | +$114.8K | 26.3% |
| Dorsey & Whitney Trust CO LLC | 10,619 | +255 | $1.0M | +$114.7K | 2.5% |
| Valeo Financial Advisors, LLC | 6,858 | +609 | $666.1K | +$113.4K | 9.7% |
| EVOKE WEALTH, LLC | 4,978 | +789 | $483.5K | +$113.0K | 18.8% |
| NOMURA HOLDINGS INC | 11,712 | +85 | $1.1M | +$109.2K | 0.7% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 4,868 | +750 | $472.8K | +$108.6K | 18.2% |
| Crestmont Private Wealth LLC | 10,373 | +203 | $1.0M | +$108.0K | 2.0% |
| Stratos Wealth Advisors, LLC | 7,242 | +503 | $703.5K | +$107.4K | 7.5% |
| First National Advisers, LLC | 10,501 | +170 | $1.0M | +$106.2K | 1.6% |
| Krilogy Financial LLC | 6,088 | +286 | $602.0K | +$105.6K | 4.9% |
| Wedmont Private Capital | 5,236 | +475 | $525.7K | +$104.7K | 10.0% |
| SEEDS INVESTOR LLC | 9,302 | +256 | $903.5K | +$103.4K | 2.8% |
| ARGUS INVESTORS' COUNSEL, INC. | 6,907 | +409 | $670.9K | +$96.1K | 6.3% |
| Meeder Advisory Services, Inc. | 5,599 | +426 | $543.9K | +$86.3K | 8.2% |
| Frank, Rimerman Advisors LLC | 8,560 | +128 | $831.4K | +$85.6K | 1.5% |
| Great Lakes Retirement, Inc. | 6,892 | +288 | $669.4K | +$85.3K | 4.4% |
| Perigon Wealth Management, LLC | 5,279 | +434 | $512.8K | +$84.2K | 8.9% |
| Coastal Bridge Advisors, LLC | 9,557 | +12 | $928.3K | +$84.1K | 0.1% |
| WADDELL & ASSOCIATES, LLC | 3,005 | +645 | $291.9K | +$83.1K | 27.3% |
| MGO ONE SEVEN LLC | 4,670 | +391 | $453.6K | +$75.1K | 9.1% |
| Premier Path Wealth Partners, LLC | 3,180 | +507 | $308.9K | +$72.5K | 19.0% |
| Manchester Capital Management LLC | 5,767 | +252 | $560.1K | +$72.3K | 4.6% |
| Edgestream Partners, L.P. | 4,269 | +394 | $414.6K | +$71.9K | 10.2% |
| Catalyst Capital Advisors LLC | 1,525 | +656 | $148.1K | +$71.3K | 75.5% |
| JFS WEALTH ADVISORS, LLC | 6,200 | +166 | $602.2K | +$68.5K | 2.8% |
| PRINCIPAL SECURITIES, INC. | 4,595 | +313 | $446.4K | +$67.6K | 7.3% |
| WESTPAC BANKING CORP | 2,982 | +458 | $289.6K | +$66.4K | 18.1% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 995 | +650 | $96.6K | +$66.1K | 188.4% |
| INVESCO, LLC | 7,174 | +16 | $696.8K | +$63.7K | 0.2% |
| Forum Financial Management, LP | 6,668 | +64 | $647.6K | +$63.5K | 1.0% |
| Gladstone Institutional Advisory LLC | 6,615 | +54 | $642.5K | +$62.2K | 0.8% |
| Ellevest, Inc. | 4,562 | +219 | $443.1K | +$59.0K | 5.0% |
| Checchi Capital Advisers, LLC | 6,394 | +31 | $621.0K | +$58.2K | 0.5% |
| Delta Investment Management, LLC | 3,358 | +300 | $326.2K | +$55.7K | 9.8% |
| Stanley-Laman Group, Ltd. | 5,982 | +31 | $581.0K | +$54.7K | 0.5% |
| Hoxton Planning & Management, LLC | 6,126 | +13 | $595.0K | +$54.3K | 0.2% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 2,736 | +268 | $275.5K | +$53.7K | 10.8% |
| MEANS INVESTMENT CO., INC. | 5,801 | +29 | $563.5K | +$52.9K | 0.5% |
| Fielder Capital Group LLC | 4,571 | +137 | $444.0K | +$51.8K | 3.1% |
| SYON CAPITAL LLC | 5,583 | +35 | $542.3K | +$51.6K | 0.6% |
| Welch Group, LLC | 5,029 | +78 | $488.5K | +$50.6K | 1.6% |
| Advisors Capital Management, LLC | 5,059 | +71 | $491.4K | +$50.2K | 1.4% |
| Independent Advisor Alliance | 4,574 | +117 | $444.2K | +$50.0K | 2.6% |
| Smartleaf Asset Management LLC | 2,664 | +266 | $261.6K | +$48.8K | 11.1% |
| Optimize Financial Inc | 4,890 | +68 | $475.0K | +$48.5K | 1.4% |
| L2 Asset Management, LLC | 2,551 | +276 | $247.8K | +$46.6K | 12.1% |
| Allred Capital Management, LLC | 5,264 | +4 | $511.3K | +$46.0K | 0.1% |
| Harvest Investment Services, LLC | 4,830 | +45 | $469.1K | +$45.9K | 0.9% |
| Carnegie Investment Counsel | 3,204 | +204 | $311.2K | +$45.9K | 6.8% |
| Cerro Pacific Wealth Advisors LLC | 2,540 | +256 | $246.7K | +$44.6K | 11.2% |
| Ancora Advisors LLC | 2,310 | +274 | $224.4K | +$44.3K | 13.4% |
| Mayflower Financial Advisors, LLC | 4,883 | +14 | $474.3K | +$43.6K | 0.3% |
| SAGESPRING WEALTH PARTNERS, LLC | 4,562 | +45 | $443.1K | +$43.6K | 1.0% |
| OneAscent Family Office, LLC | 3,153 | +153 | $306.3K | +$40.9K | 5.1% |
| WHITTIER TRUST CO | 1,177 | +277 | $118.5K | +$39.7K | 30.8% |
| Parkside Financial Bank & Trust | 3,359 | +118 | $326.3K | +$39.6K | 3.6% |
| IFC Advisors LLC | 4,117 | +28 | $399.9K | +$38.2K | 0.7% |
| IHT Wealth Management, LLC | 3,252 | +112 | $315.9K | +$38.1K | 3.6% |
| HARBOUR INVESTMENTS, INC. | 3,500 | +87 | $340.0K | +$38.1K | 2.5% |
| NAVELLIER & ASSOCIATES INC | 4,231 | +12 | $411.0K | +$37.8K | 0.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 729,550 | +343,335 | $70.9K | +$36.7K | 88.9% |
| Avidian Wealth Enterprises, LLC | 2,713 | +133 | $263.5K | +$35.3K | 5.2% |
| True Wealth Design, LLC | 1,055 | +291 | $102.5K | +$34.9K | 38.1% |
| Orgel Wealth Management, LLC | 2,623 | +118 | $254.8K | +$33.2K | 4.7% |
| SouthState Corp | 2,021 | +175 | $196.3K | +$33.0K | 9.5% |
| PFG Investments, LLC | 3,697 | +1 | $359.1K | +$32.2K | 0.0% |
| SFMG, LLC | 3,266 | +38 | $317.2K | +$31.7K | 1.2% |
| TRUST CO OF VERMONT | 3,092 | +49 | $300.3K | +$31.2K | 1.6% |
| Accurate Wealth Management, LLC | 2,520 | +98 | $247.7K | +$30.8K | 4.0% |
| ROTHSCHILD INVESTMENT LLC | 3,261 | +21 | $316.7K | +$30.1K | 0.6% |
| Ledyard National Bank | 3,294 | +15 | $319.9K | +$29.9K | 0.5% |
| FIDUCIARY FAMILY OFFICE, LLC | 3,022 | +31 | $293.6K | +$29.0K | 1.0% |
| UMB Bank, n.a. | 1,705 | +158 | $165.6K | +$28.8K | 10.2% |
| Salomon & Ludwin, LLC | 590 | +246 | $58.1K | +$27.9K | 71.5% |
| Howard Capital Management Inc. | 3,052 | +15 | $296.4K | +$27.8K | 0.5% |
| CWA Asset Management Group, LLC | 2,956 | +24 | $287.2K | +$27.8K | 0.8% |
| Claro Advisors LLC | 3,161 | +1 | $307.0K | +$27.5K | 0.0% |
| New World Advisors LLC | 3,109 | +4 | $302.0K | +$27.3K | 0.1% |
| Weaver Consulting Group | 2,939 | +16 | $285.5K | +$26.9K | 0.5% |
| Root Financial Partners, LLC | 902 | +208 | $87.6K | +$26.2K | 30.0% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2,584 | +39 | $251.0K | +$25.9K | 1.5% |
| Private Wealth Asset Management, LLC | 910 | +200 | $88.4K | +$25.6K | 28.2% |
| ORG Wealth Partners, LLC | 1,746 | +112 | $169.6K | +$25.1K | 6.8% |
| NBC SECURITIES, INC. | 1,529 | +111 | $148.5K | +$23.1K | 7.8% |
| Pinnacle Wealth Planning Services, Inc. | 2,387 | +9 | $231.8K | +$21.5K | 0.4% |
| Allegheny Financial Group | 2,364 | +3 | $229.6K | +$20.8K | 0.1% |
| CYBER HORNET ETFs LLC | 1,003 | +86 | $97.4K | +$16.3K | 9.4% |
| REAP Financial Group, LLC | 669 | +90 | $64.9K | +$13.7K | 15.5% |
| Activest Wealth Management | 223 | +117 | $21.7K | +$12.3K | 110.4% |
| Caitong International Asset Management Co., Ltd | 122 | +120 | $11.8K | +$11.7K | 6000.0% |
| Financial Network Wealth Advisors LLC | 1,144 | +13 | $111.1K | +$11.1K | 1.1% |
| SG Americas Securities, LLC | 153,170 | +105,438 | $14.9K | +$10.7K | 220.9% |
| NATIXIS ADVISORS, LLC | 717,872 | +48,286 | $69.7K | +$10.5K | 7.2% |
| Bell Investment Advisors, Inc | 180 | +99 | $17.5K | +$10.3K | 122.2% |
| S&T Bank/PA | 152 | +100 | $14.8K | +$10.2K | 192.3% |
| SJS Investment Consulting Inc. | 110 | +91 | $10.7K | +$9.0K | 478.9% |
| Central Pacific Bank - Trust Division | 517 | +43 | $50.2K | +$8.3K | 9.1% |
| WPG Advisers, LLC | 219 | +71 | $21.3K | +$8.2K | 48.0% |
| MCF Advisors LLC | 355 | +55 | $34.5K | +$7.9K | 18.3% |
| Deseret Mutual Benefit Administrators | 398 | +49 | $38.7K | +$7.8K | 14.0% |
| Transamerica Financial Advisors, LLC | 179 | +66 | $17.4K | +$7.4K | 58.4% |
| RATIONAL ADVISORS, INC. | 192 | +61 | $18.6K | +$7.1K | 46.6% |
| ADIRONDACK TRUST CO | 197 | +47 | $19.1K | +$5.9K | 31.3% |
| Wiser Advisor Group LLC | 652 | +2 | $63.3K | +$5.8K | 0.3% |
| Raleigh Capital Management Inc. | 295 | +36 | $28.6K | +$5.8K | 13.9% |
| Murphy & Mullick Capital Management Corp | 553 | +2 | $53.7K | +$5.0K | 0.4% |
| HBK Sorce Advisory LLC | 2,999 | +106 | $254.4K | -$4.9K | 3.7% |
| WealthCollab, LLC | 184 | +29 | $17.9K | +$4.2K | 18.7% |
| FARMERS & MERCHANTS INVESTMENTS INC | 231 | +21 | $22.4K | +$3.9K | 10.0% |
| Prestige Wealth Management Group LLC | 54 | +45 | $4.2K | +$3.4K | 500.0% |
| Grove Bank & Trust | 352 | +1 | $34.2K | +$3.1K | 0.3% |
| Dogwood Wealth Management LLC | 52 | +26 | $5.1K | +$2.8K | 100.0% |
| Fortitude Family Office, LLC | 254 | +3 | $24.7K | +$2.5K | 1.2% |
| EASTERN BANK | 114 | +14 | $11.1K | +$2.2K | 14.0% |
| Treasurer of the State of North Carolina | 189,723 | +4,304 | $18.4K | +$2.0K | 2.3% |
| JNBA Financial Advisors | 65 | +14 | $6.3K | +$1.8K | 27.4% |
| Bogart Wealth, LLC | 192 | +2 | $18.6K | +$1.8K | 1.1% |
| Wealth Watch Advisors, INC | 147 | +5 | $14.3K | +$1.7K | 3.5% |
| Silicon Valley Capital Partners | 190 | +1 | $18.4K | +$1.7K | 0.5% |
| First Fiduciary Investment Counsel, Inc. | 160,532 | +3,361 | $15.6K | +$1.7K | 2.1% |
| Mn Services Vermogensbeheer B.V. | 165,382 | +2,182 | $16.1K | +$1.6K | 1.3% |
| Bay Harbor Wealth Management, LLC | 44 | +14 | $4.3K | +$1.6K | 46.7% |
| ELEVATION WEALTH PARTNERS, LLC | 32 | +13 | $3.1K | +$1.4K | 68.4% |
| Versant Capital Management, Inc | 153 | +1 | $14.8K | +$1.4K | 0.7% |
| Abound Wealth Management | 115 | +5 | $11.2K | +$1.4K | 4.5% |
| Triumph Capital Management | 53 | +8 | $5.2K | +$1.2K | 17.8% |
| WINNOW WEALTH LLC | 20 | +11 | $2.0K | +$1.2K | 122.2% |
| Turning Point Benefit Group, Inc. | 16 | +11 | $1.6K | +$1.1K | 220.0% |
| High Note Wealth, LLC | 85 | +3 | $8.3K | +$1.0K | 3.6% |
| Janney Montgomery Scott LLC | 56,980 | +2,317 | $5.5K | +$700 | 4.2% |
| Hughes Financial Services, LLC | 46 | +3 | $4.5K | +$692 | 7.0% |
| NVWM, LLC | 28 | +5 | $2.7K | +$686 | 21.7% |
| Dunhill Financial, LLC | 33 | +4 | $3.2K | +$661 | 13.8% |
| Bollard Group LLC | 73,109 | +203 | $7.1K | +$652 | 0.3% |
| Cambridge Investment Research Advisors, Inc. | 66,781 | +584 | $6.5K | +$631 | 0.9% |
| WestEnd Advisors, LLC | 15 | +5 | $1.5K | +$572 | 50.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 58,649 | +699 | $5.7K | +$571 | 1.2% |
| CENTAURUS FINANCIAL, INC. | 11,246 | +4,457 | $1.1K | +$492 | 65.7% |
| Quaker Wealth Management, LLC | 21 | +3 | $2.0K | +$447 | 16.7% |
| Rialto Wealth Management, LLC | 24 | +2 | $2.3K | +$386 | 9.1% |
| NEVILLE RODIE & SHAW INC | 30,012 | +1,247 | $2.9K | +$371 | 4.3% |
| Quantitative Investment Management, LLC | 8,277 | +2,537 | $803 | +$296 | 44.2% |
| Greenwich Wealth Management LLC | 30,511 | +111 | $3.0K | +$275 | 0.4% |
| PARK AVENUE SECURITIES LLC | 13,384 | +1,561 | $1.3K | +$254 | 13.2% |
| Gulf International Bank (UK) Ltd | 21,891 | +209 | $2.1K | +$208 | 1.0% |
| CIGNA INVESTMENTS INC /NEW | 4,343 | +297 | $421 | +$63 | 7.3% |
| Penserra Capital Management LLC | 2,508 | +212 | $242 | +$40 | 9.2% |
| Covestor Ltd | 1,547 | +200 | $150 | +$31 | 14.8% |
| Smithfield Trust Co | 1,871 | +36 | $183 | +$21 | 2.0% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 83 | +26 | $8 | +$3 | 45.6% |