13F QoQ Ownership Changes
NEO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 49 new · 73 added · 138 reduced · 40 exited
New Positions(49)
Added To(73)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,461,349 | +162,420 | $228.9M | +$79.9M | 0.8% |
| First Light Asset Management, LLC | 10,035,063 | +107,794 | $118.0M | +$41.4M | 1.1% |
| BRAIDWELL LP | 4,632,801 | +2,861,655 | $54.5M | +$40.8M | 161.6% |
| Greenhouse Funds LLLP | 8,643,846 | +423,189 | $101.7M | +$38.2M | 5.1% |
| D. E. Shaw & Co., Inc. | 5,297,528 | +2,000,123 | $62.3M | +$36.8M | 60.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 4,017,588 | +535,585 | $49.1M | +$22.1M | 15.4% |
| Aberdeen Group plc | 1,798,939 | +1,006,676 | $21.2M | +$15.0M | 127.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,176,644 | +44,733 | $37.4M | +$13.2M | 1.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 877,949 | +318,643 | $10.3M | +$6.0M | 57.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,217,152 | +84,577 | $14.3M | +$5.6M | 7.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 678,470 | +203,851 | $8.0M | +$4.3M | 43.0% |
| HighMark Wealth Management LLC | 567,334 | +167,000 | $6.7M | +$3.6M | 41.7% |
| Voya Investment Management LLC | 284,886 | +261,190 | $3.4M | +$3.2M | 1102.3% |
| FMR LLC | 170,487 | +133,359 | $2.0M | +$1.7M | 359.2% |
| AQR CAPITAL MANAGEMENT LLC | 146,352 | +80,348 | $1.7M | +$1.2M | 121.7% |
| Swiss National Bank | 254,700 | +5,200 | $3.0M | +$1.1M | 2.1% |
| Divisadero Street Capital Management, LP | 100,000 | +84,504 | $1.2M | +$1.1M | 545.3% |
| WELLS FARGO & COMPANY/MN | 158,446 | +46,893 | $1.9M | +$1.0M | 42.0% |
| WHITE PINE CAPITAL LLC | 155,181 | +16,359 | $1.8M | +$753.2K | 11.8% |
| FEDERATED HERMES, INC. | 164,148 | +2,485 | $1.9M | +$682.3K | 1.5% |
| AMERICAN CENTURY COMPANIES INC | 71,289 | +49,180 | $838.4K | +$667.7K | 222.4% |
| PERKINS CAPITAL MANAGEMENT INC | 141,850 | +5,000 | $1.7M | +$611.7K | 3.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 132,882 | +2,414 | $1.6M | +$555.5K | 1.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 123,783 | +5,237 | $1.5M | +$540.5K | 4.4% |
| MOODY NATIONAL BANK TRUST DIVISION | 90,766 | +290 | $1.1M | +$368.9K | 0.3% |
| AlphaQuest LLC | 28,816 | +28,815 | $338.9K | +$338.9K | 2881500.0% |
| MetLife Investment Management, LLC | 71,734 | +1,524 | $843.6K | +$301.6K | 2.2% |
| Creative Planning | 53,966 | +10,027 | $634.6K | +$295.4K | 22.8% |
| CHOREO, LLC | 61,462 | +1,313 | $751.7K | +$287.3K | 2.2% |
| Quantinno Capital Management LP | 40,495 | +8,106 | $476.2K | +$226.2K | 25.0% |
| Banque Cantonale Vaudoise | 18,323 | +206 | $215.0K | +$214.9K | 1.1% |
| Rockefeller Capital Management L.P. | 44,118 | +597 | $518.8K | +$182.8K | 1.4% |
| State of Wyoming | 28,232 | +8,248 | $332.0K | +$177.7K | 41.3% |
| Cerity Partners LLC | 32,323 | +4,814 | $380.1K | +$167.8K | 17.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 29,577 | +500 | $347.8K | +$123.4K | 1.7% |
| Mariner, LLC | 25,942 | +2,065 | $306.6K | +$122.3K | 8.6% |
| ProShare Advisors LLC | 25,086 | +780 | $295.0K | +$107.4K | 3.2% |
| Entropy Technologies, LP | 23,037 | +1,480 | $270.9K | +$104.5K | 6.9% |
| BROWN ADVISORY INC | 17,557 | +2,841 | $206.5K | +$92.9K | 19.3% |
| Tower Research Capital LLC (TRC) | 11,224 | +5,907 | $132.0K | +$90.9K | 111.1% |
| VICTORY CAPITAL MANAGEMENT INC | 18,851 | +573 | $221.7K | +$80.6K | 3.1% |
| Moors & Cabot, Inc. | 15,500 | +1,750 | $182.3K | +$76.1K | 12.7% |
| LPL Financial LLC | 17,426 | +495 | $204.9K | +$74.2K | 2.9% |
| BANK OF MONTREAL /CAN/ | 18,096 | +24 | $212.8K | +$73.3K | 0.1% |
| OSAIC HOLDINGS, INC. | 9,287 | +4,193 | $109.2K | +$65.7K | 82.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14,788 | +318 | $173.9K | +$62.2K | 2.2% |
| Cresset Asset Management, LLC | 11,025 | +41 | $129.7K | +$44.9K | 0.4% |
| XPONANCE, INC. | 10,117 | +53 | $119.0K | +$41.3K | 0.5% |
| Smartleaf Asset Management LLC | 3,466 | +1,515 | $42.4K | +$27.2K | 77.7% |
| GAMMA Investing LLC | 3,602 | +1,460 | $42.4K | +$25.8K | 68.2% |
| Caitong International Asset Management Co., Ltd | 2,968 | +1,556 | $34.9K | +$24.0K | 110.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,050 | +1,864 | $24.1K | +$22.6K | 1002.1% |
| FIRST HORIZON CORP | 2,509 | +865 | $29.5K | +$16.8K | 52.6% |
| T. Rowe Price Investment Management, Inc. | 2,218,727 | +912,788 | $26.1K | +$16.0K | 69.9% |
| HUNTINGTON NATIONAL BANK | 2,950 | +171 | $34.7K | +$13.2K | 6.2% |
| ASSETMARK, INC | 2,650 | +20 | $31.2K | +$10.9K | 0.8% |
| GW&K Investment Management, LLC | 2,238,767 | +155,882 | $26.3K | +$10.2K | 7.5% |
| CIBC Private Wealth Group LLC | 1,746 | +31 | $20.5K | +$7.3K | 1.8% |
| JONES FINANCIAL COMPANIES LLLP | 680 | +176 | $8.0K | +$4.0K | 34.9% |
| UMB Bank, n.a. | 665 | +169 | $7.8K | +$4.0K | 34.1% |
| SG Americas Securities, LLC | 314,371 | +260,101 | $3.7K | +$3.3K | 479.3% |
| Larson Financial Group LLC | 363 | +219 | $4.3K | +$3.2K | 152.1% |
| Farther Finance Advisors, LLC | 459 | +128 | $5.4K | +$2.8K | 38.7% |
| ROTHSCHILD INVESTMENT LLC | 305 | +15 | $3.6K | +$1.3K | 5.2% |
| Parkside Financial Bank & Trust | 182 | +15 | $2.1K | +$851 | 9.0% |
| Sunbelt Securities, Inc. | 142 | +14 | $1.7K | +$682 | 10.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 161,580 | +100 | $1.9K | +$653 | 0.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 123,930 | +5,001 | $1.5K | +$539 | 4.2% |
| State of Alaska, Department of Revenue | 73,044 | +1,215 | $858 | +$305 | 1.7% |
| CWM, LLC | 10,327 | +1,677 | $121 | +$54 | 19.4% |
| VAN ECK ASSOCIATES CORP | 4,921 | +2,619 | $58 | +$40 | 113.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,035 | +540 | $24 | +$12 | 36.1% |
| HANTZ FINANCIAL SERVICES, INC. | 1,223 | +367 | $14 | +$7 | 42.9% |
Reduced(138)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 13,828,355 | -75,380 | $162.6M | +$55.3M | -0.5% |
| STATE STREET CORP | 4,978,292 | -43,959 | $58.5M | +$19.8M | -0.9% |
| MILLENNIUM MANAGEMENT LLC | 5,204,409 | -1,020,217 | $61.2M | +$13.1M | -16.4% |
| AMERICAN CAPITAL MANAGEMENT INC | 2,324,366 | -20,897 | $27.3M | +$9.2M | -0.9% |
| FRANKLIN RESOURCES INC | 85,689 | -1,076,459 | $1.0M | -$8.0M | -92.6% |
| CITADEL ADVISORS LLC | 1,624,471 | -1,837,820 | $19.1M | -$7.6M | -53.1% |
| SEGALL BRYANT & HAMILL, LLC | 1,732,029 | -83,920 | $20.4M | +$6.3M | -4.6% |
| NORTHERN TRUST CORP | 1,423,088 | -66,593 | $16.7M | +$5.2M | -4.5% |
| MORGAN STANLEY | 2,126,049 | -531,967 | $25.0M | +$4.5M | -20.0% |
| BARCLAYS PLC | 263,878 | -541,677 | $1.9M | -$4.3M | -67.2% |
| BANK OF AMERICA CORP /DE/ | 1,347,726 | -180,450 | $15.8M | +$4.1M | -11.8% |
| GOLDMAN SACHS GROUP INC | 1,433,130 | -371,264 | $16.9M | +$2.9M | -20.6% |
| PFM Health Sciences, LP | 1,694,051 | -514,479 | $19.9M | +$2.9M | -23.3% |
| Bank of New York Mellon Corp | 740,017 | -25,789 | $8.7M | +$2.8M | -3.4% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 593,790 | -641,080 | $7.0M | -$2.6M | -51.9% |
| PRINCIPAL FINANCIAL GROUP INC | 616,909 | -6,850 | $7.3M | +$2.4M | -1.1% |
| BNP PARIBAS FINANCIAL MARKETS | 112,968 | -359,958 | $1.3M | -$2.3M | -76.1% |
| UBS Group AG | 347,574 | -456,676 | $4.1M | -$2.1M | -56.8% |
| Invesco Ltd. | 539,157 | -21,216 | $6.3M | +$2.0M | -3.8% |
| Verition Fund Management LLC | 24,375 | -232,637 | $286.6K | -$1.7M | -90.5% |
| AMERIPRISE FINANCIAL INC | 426,211 | -25,185 | $5.0M | +$1.5M | -5.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 350,847 | -2,411 | $4.1M | +$1.4M | -0.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 447,703 | -56,157 | $5.3M | +$1.4M | -11.1% |
| RHUMBLINE ADVISERS | 357,256 | -25,399 | $4.2M | +$1.2M | -6.6% |
| Legal & General Group Plc | 324,189 | -16,409 | $3.8M | +$1.2M | -4.8% |
| Samjo Management, LLC | 285,300 | -4,500 | $3.4M | +$1.1M | -1.6% |
| JANE STREET GROUP, LLC | 236,116 | -265,320 | $2.8M | -$1.1M | -52.9% |
| CITIGROUP INC | 31,123 | -147,743 | $366.0K | -$1.0M | -82.6% |
| Royal Bank of Canada | 18,031 | -100,494 | $212.0K | -$777.0K | -84.8% |
| TUDOR INVESTMENT CORP ET AL | 182,642 | -192,709 | $2.1M | -$749.8K | -51.3% |
| DIMENSIONAL FUND ADVISORS LP | 2,448,747 | -1,379,066 | $28.8M | -$749.6K | -36.0% |
| ALLIANCEBERNSTEIN L.P. | 156,254 | -4,086 | $1.8M | +$599.7K | -2.5% |
| JPMORGAN CHASE & CO | 584,035 | -234,399 | $6.9M | +$549.9K | -28.6% |
| Nuveen, LLC | 423,593 | -285,578 | $5.0M | -$493.3K | -40.3% |
| GABELLI FUNDS LLC | 119,000 | 0 | $1.4M | +$480.8K | 0.0% |
| DARK FOREST CAPITAL MANAGEMENT LP | 121,265 | -5,316 | $1.4M | +$448.9K | -4.2% |
| PRUDENTIAL FINANCIAL INC | 124,225 | -8,847 | $1.5M | +$433.6K | -6.6% |
| Bellevue Group AG | 278,286 | -91,912 | $3.3M | +$414.7K | -24.8% |
| SEI INVESTMENTS CO | 110,820 | -6,141 | $1.3M | +$400.3K | -5.3% |
| DEUTSCHE BANK AG\ | 104,781 | -3,866 | $1.2M | +$393.5K | -3.5% |
| SILVERBACK ASSET MANAGEMENT LLC | 165,101 | -36,212 | $1.9M | +$387.5K | -18.0% |
| Squarepoint Ops LLC | 32,314 | -61,408 | $380.0K | -$343.5K | -65.5% |
| Curi Capital, LLC | 83,346 | 0 | $980.1K | +$336.7K | 0.0% |
| Y-Intercept (Hong Kong) Ltd | 83,525 | -82,365 | $982.3K | -$298.4K | -49.6% |
| Headlands Technologies LLC | 13,293 | -41,025 | $156.3K | -$263.0K | -75.5% |
| JANUS HENDERSON GROUP PLC | 60,110 | 0 | $706.6K | +$242.8K | 0.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 59,910 | -24 | $704.5K | +$241.9K | -0.0% |
| Louisiana State Employees Retirement System | 59,300 | -100 | $697.4K | +$238.8K | -0.2% |
| Teton Advisors, LLC | 53,100 | 0 | $624.5K | +$214.5K | 0.0% |
| Aigen Investment Management, LP | 11,910 | -31,280 | $140.1K | -$193.4K | -72.4% |
| BARD ASSOCIATES INC | 47,385 | 0 | $557.2K | +$191.4K | 0.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,410 | 0 | $534.0K | +$183.5K | 0.0% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 44,780 | -1,050 | $526.6K | +$172.8K | -2.3% |
| SIMPLEX TRADING, LLC | 14,691 | -9,071 | $172.8K | +$172.6K | -38.2% |
| PEAK6 LLC | 20,000 | -34,891 | $235.2K | -$166.1K | -63.6% |
| Fiduciary Trust Co | 38,055 | 0 | $447.5K | +$153.7K | 0.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 36,428 | 0 | $428.4K | +$147.2K | 0.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 36,370 | 0 | $427.7K | +$146.9K | 0.0% |
| FineMark National Bank & Trust | 36,148 | 0 | $425.1K | +$146.0K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 35,618 | 0 | $418.9K | +$143.9K | 0.0% |
| Silverberg Bernstein Capital Management LLC | 41,380 | -3,200 | $486.6K | +$142.5K | -7.2% |
| HOWLAND CAPITAL MANAGEMENT LLC | 35,121 | 0 | $413.0K | +$141.9K | 0.0% |
| Ensign Peak Advisors, Inc | 8,990 | -22,750 | $105.7K | -$139.3K | -71.7% |
| State of Tennessee, Department of Treasury | 48,658 | -9,424 | $586.8K | +$138.4K | -16.2% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 35,534 | -5,154 | $449.1K | +$135.0K | -12.7% |
| Arizona State Retirement System | 36,095 | -1,959 | $424.5K | +$130.7K | -5.1% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 32,032 | -866 | $376.7K | +$122.7K | -2.6% |
| Pathstone Holdings, LLC | 21,468 | -27,003 | $252.5K | -$121.7K | -55.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 38,666 | -4,885 | $454.7K | +$118.5K | -11.2% |
| KLP KAPITALFORVALTNING AS | 27,500 | 0 | $323.4K | +$111.1K | 0.0% |
| GUIDANCE CAPITAL, INC | 55,869 | -1,870 | $724.6K | +$108.5K | -3.2% |
| Allianz Asset Management GmbH | 213,356 | -125,701 | $2.5M | -$108.5K | -37.1% |
| Alamea Verwaltungs GmbH | 23,510 | 0 | $283.5K | +$102.0K | 0.0% |
| Dana Investment Advisors, Inc. | 23,600 | 0 | $277.5K | +$95.3K | 0.0% |
| COMMERCE BANK | 22,360 | -175 | $263.0K | +$89.0K | -0.8% |
| BLAIR WILLIAM & CO/IL | 30,927 | -4,774 | $363.7K | +$88.1K | -13.4% |
| COMERICA BANK | 33,329 | -7,207 | $392.0K | +$79.0K | -17.8% |
| Glen Eagle Advisors, LLC | 19,500 | 0 | $229.3K | +$78.8K | 0.0% |
| Maryland State Retirement & Pension System | 18,751 | 0 | $220.5K | +$75.8K | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 29,624 | -5,981 | $348.4K | +$73.5K | -16.8% |
| Pictet Asset Management Holding SA | 17,671 | 0 | $207.8K | +$71.4K | 0.0% |
| FIRST UNITED BANK & TRUST | 23,000 | -3,000 | $270.5K | +$69.8K | -11.5% |
| GAMCO INVESTORS, INC. ET AL | 16,000 | 0 | $188.2K | +$64.6K | 0.0% |
| MAI Capital Management | 14,495 | -150 | $170.5K | +$57.4K | -1.0% |
| PNC Financial Services Group, Inc. | 16,476 | -1,619 | $193.8K | +$54.1K | -8.9% |
| NAPLES GLOBAL ADVISORS, LLC | 10,800 | 0 | $127.0K | +$43.6K | 0.0% |
| Ameritas Investment Partners, Inc. | 10,778 | 0 | $126.7K | +$43.5K | 0.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 44,703 | -28,766 | $525.7K | -$41.5K | -39.1% |
| Capstone Financial Advisors, Inc. | 10,000 | 0 | $117.6K | +$40.4K | 0.0% |
| Russell Investments Group, Ltd. | 10,233 | -458 | $120.3K | +$37.8K | -4.3% |
| Aster Capital Management (DIFC) Ltd | 32 | -3,309 | $376 | -$25.4K | -99.0% |
| Sterling Capital Management LLC | 6,808 | -1,277 | $80.1K | +$17.6K | -15.8% |
| FIFTH THIRD BANCORP | 2,908 | -22 | $34.2K | +$11.6K | -0.8% |
| BURKETT FINANCIAL SERVICES, LLC | 2,821 | 0 | $33.2K | +$11.4K | 0.0% |
| Beaird Harris Wealth Management, LLC | 2,225 | 0 | $26.2K | +$9.0K | 0.0% |
| Corient Private Wealth LLC | 15,716 | -7,860 | $189.1K | +$7.1K | -33.3% |
| Versant Capital Management, Inc | 1,708 | 0 | $20.1K | +$6.9K | 0.0% |
| Root Financial Partners, LLC | 1,529 | 0 | $18.0K | +$6.2K | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 1,492 | -16 | $17.5K | +$5.9K | -1.1% |
| Inspire Investing, LLC | 39,351 | -19,866 | $462.8K | +$5.6K | -33.5% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1,300 | 0 | $15.3K | +$5.3K | 0.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 270,541 | -142,136 | $3.2M | -$4.3K | -34.4% |
| KELLEHER FINANCIAL ADVISORS | 1,000 | 0 | $11.8K | +$4.0K | 0.0% |
| SBI Securities Co., Ltd. | 1,384 | -207 | $16.3K | +$4.0K | -13.0% |
| Salomon & Ludwin, LLC | 998 | -1 | $12.1K | +$3.0K | -0.1% |
| Federation des caisses Desjardins du Quebec | 700 | 0 | $8.2K | +$2.8K | 0.0% |
| EverSource Wealth Advisors, LLC | 326 | -536 | $3.8K | -$2.8K | -62.2% |
| HARBOUR INVESTMENTS, INC. | 1,760 | -635 | $20.7K | +$2.2K | -26.5% |
| Global Retirement Partners, LLC | 400 | 0 | $4.7K | +$1.6K | 0.0% |
| Private Wealth Management Group, LLC | 329 | 0 | $3.9K | +$1.3K | 0.0% |
| MassMutual Private Wealth & Trust, FSB | 316 | 0 | $3.7K | +$1.3K | 0.0% |
| FOX RUN MANAGEMENT, L.L.C. | 11,522 | -5,866 | $135.5K | +$1.3K | -33.7% |
| NATIONAL BANK OF CANADA /FI/ | 475 | -412 | $5.6K | -$1.3K | -46.4% |
| NISA INVESTMENT ADVISORS, LLC | 1,213 | -503 | $14.3K | +$1.0K | -29.3% |
| Legacy Wealth Managment, LLC/ID | 250 | 0 | $2.9K | +$1.0K | 0.0% |
| Bullseye Asset Management LLC | 236,860 | 0 | $2.8K | +$957 | 0.0% |
| Sachetta, LLC | 190 | 0 | $2.2K | +$768 | 0.0% |
| Sound Income Strategies, LLC | 200 | 0 | $2.6K | +$765 | 0.0% |
| Parallel Advisors, LLC | 144 | 0 | $1.7K | +$581 | 0.0% |
| Asset Dedication, LLC | 134 | 0 | $1.6K | +$541 | 0.0% |
| Arlington Trust Co LLC | 108 | 0 | $1.3K | +$436 | 0.0% |
| SouthState Corp | 98 | 0 | $1.2K | +$396 | 0.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 95 | 0 | $1.1K | +$384 | 0.0% |
| Thrivent Financial for Lutherans | 88,906 | -4,288 | $1.0K | +$327 | -4.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 80 | 0 | $941 | +$323 | 0.0% |
| Bell Investment Advisors, Inc | 43 | 0 | $506 | +$174 | 0.0% |
| AMALGAMATED BANK | 37,527 | -438 | $441 | +$148 | -1.1% |
| SIGNATUREFD, LLC | 34 | 0 | $400 | +$138 | 0.0% |
| ROGCO, LP | 30 | 0 | $353 | +$121 | 0.0% |
| US BANCORP \DE\ | 204 | -122 | $2.4K | -$118 | -37.4% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 32,376 | -3,639 | $381 | +$103 | -10.1% |
| CANADA LIFE ASSURANCE Co | 106,132 | -44,008 | $1.2K | +$81 | -29.3% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 15,315 | 0 | $180 | +$62 | 0.0% |
| Abound Wealth Management | 9 | 0 | $106 | +$36 | 0.0% |
| Financial Gravity Asset Management, Inc. | 4 | 0 | $47 | +$16 | 0.0% |
| BESSEMER GROUP INC | 486 | -25 | $6 | +$2 | -4.9% |
| Beutel, Goodman & Co Ltd. | 50 | 0 | $0 | $0 | 0.0% |
| Covestor Ltd | 7 | -1 | $0 | $0 | -12.5% |