13F QoQ Ownership Changes
NEOG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 52 new · 85 added · 169 reduced · 47 exited
New Positions(52)
Added To(85)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 32,509,026 | +492,998 | $227.2M | +$44.4M | 1.5% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3,490,800 | +2,493,900 | $24.4M | +$18.7M | 250.2% |
| Hudson Bay Capital Management LP | 6,500,000 | +1,500,000 | $45.4M | +$16.9M | 30.0% |
| BANK OF AMERICA CORP /DE/ | 5,410,809 | +1,328,128 | $37.8M | +$14.5M | 32.5% |
| MIZUHO MARKETS AMERICAS LLC | 3,500,000 | +1,500,000 | $24.5M | +$13.0M | 75.0% |
| MACKENZIE FINANCIAL CORP | 7,898,439 | +79,010 | $55.6M | +$10.9M | 1.0% |
| CITADEL ADVISORS LLC | 3,077,648 | +1,223,201 | $21.5M | +$10.9M | 66.0% |
| JANE STREET GROUP, LLC | 1,572,333 | +1,535,465 | $11.0M | +$10.8M | 4164.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,428,084 | +48,009 | $37.9M | +$7.2M | 0.9% |
| BANK OF MONTREAL /CAN/ | 4,597,095 | +4,877 | $32.1M | +$5.9M | 0.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,895,918 | +79,768 | $20.2M | +$4.2M | 2.8% |
| TUDOR INVESTMENT CORP ET AL | 539,326 | +528,545 | $3.8M | +$3.7M | 4902.6% |
| AMERIPRISE FINANCIAL INC | 2,720,765 | +8,895 | $19.0M | +$3.5M | 0.3% |
| FEDERATED HERMES, INC. | 1,547,553 | +220,010 | $10.8M | +$3.2M | 16.6% |
| NOMURA HOLDINGS INC | 846,774 | +314,228 | $5.9M | +$2.9M | 59.0% |
| AQR CAPITAL MANAGEMENT LLC | 580,992 | +344,880 | $4.1M | +$2.7M | 146.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 724,138 | +155,238 | $5.1M | +$1.8M | 27.3% |
| FMR LLC | 221,957 | +194,640 | $1.6M | +$1.4M | 712.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 252,368 | +124,616 | $1.8M | +$1.0M | 97.5% |
| Round Rock Advisors, LLC | 156,967 | +131,684 | $1.1M | +$953.1K | 520.8% |
| WELLS FARGO & COMPANY/MN | 265,625 | +78,448 | $1.9M | +$787.9K | 41.9% |
| SEI INVESTMENTS CO | 136,255 | +85,587 | $952.4K | +$663.1K | 168.9% |
| AMERICAN CENTURY COMPANIES INC | 209,044 | +67,891 | $1.5M | +$655.2K | 48.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 367,992 | +20,729 | $2.6M | +$589.4K | 6.0% |
| Swiss National Bank | 407,037 | +7,300 | $2.8M | +$562.7K | 1.8% |
| Quantinno Capital Management LP | 297,040 | +20,142 | $2.1M | +$495.2K | 7.3% |
| ALLIANCEBERNSTEIN L.P. | 291,831 | +12,916 | $2.0M | +$447.3K | 4.6% |
| DEUTSCHE BANK AG\ | 317,864 | +6,797 | $2.2M | +$445.7K | 2.2% |
| Creative Planning | 105,827 | +41,475 | $739.7K | +$372.3K | 64.5% |
| Mariner, LLC | 120,202 | +35,038 | $840.8K | +$354.5K | 41.1% |
| Headlands Technologies LLC | 57,744 | +34,931 | $403.6K | +$273.4K | 153.1% |
| CAPTRUST FINANCIAL ADVISORS | 79,984 | +26,285 | $559.1K | +$252.5K | 48.9% |
| GAMCO INVESTORS, INC. ET AL | 111,500 | +11,000 | $779.4K | +$205.5K | 10.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,309 | +8,054 | $199.8K | +$198.3K | 3158.4% |
| State of Wyoming | 53,323 | +17,500 | $372.7K | +$168.2K | 48.9% |
| Cerity Partners LLC | 41,113 | +15,826 | $287.4K | +$143.0K | 62.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,332 | +10,166 | $337.8K | +$119.9K | 26.6% |
| Pathstone Holdings, LLC | 37,224 | +10,189 | $260.2K | +$105.8K | 37.7% |
| AE Wealth Management LLC | 30,945 | +10,812 | $216.3K | +$101.3K | 53.7% |
| GAMMA Investing LLC | 31,347 | +7,982 | $219.1K | +$85.7K | 34.2% |
| Tower Research Capital LLC (TRC) | 16,402 | +10,963 | $114.7K | +$83.6K | 201.6% |
| KLP KAPITALFORVALTNING AS | 44,100 | +2,700 | $308.3K | +$71.9K | 6.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 49,700 | +800 | $347.4K | +$68.2K | 1.6% |
| Focus Partners Wealth | 29,969 | +4,535 | $209.5K | +$64.3K | 17.8% |
| ProShare Advisors LLC | 42,509 | +1,331 | $297.1K | +$62.0K | 3.2% |
| COMMERCE BANK | 29,262 | +3,184 | $204.5K | +$55.6K | 12.2% |
| VICTORY CAPITAL MANAGEMENT INC | 32,654 | +2,420 | $228.3K | +$55.6K | 8.0% |
| Gallagher Fiduciary Advisors, LLC | 24,570 | +2,451 | $171.7K | +$45.4K | 11.1% |
| Maryland State Retirement & Pension System | 31,945 | +719 | $223.3K | +$45.0K | 2.3% |
| T. Rowe Price Investment Management, Inc. | 8,181,768 | +5,838,570 | $57.2K | +$43.8K | 249.2% |
| UMB Bank, n.a. | 6,422 | +4,523 | $44.9K | +$34.0K | 238.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 17,837 | +1,638 | $124.7K | +$32.2K | 10.1% |
| US BANCORP \DE\ | 14,329 | +2,418 | $100.2K | +$32.1K | 20.3% |
| CIBC Asset Management Inc | 21,446 | +721 | $149.9K | +$31.6K | 3.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 13,753 | +1,504 | $96.1K | +$26.2K | 12.3% |
| HUNTINGTON NATIONAL BANK | 13,552 | +1,045 | $94.7K | +$23.3K | 8.3% |
| XPONANCE, INC. | 17,236 | +162 | $120.5K | +$23.0K | 0.9% |
| BARCLAYS PLC | 416,899 | +71,061 | $2.0M | +$18.0K | 20.5% |
| DRIVE WEALTH MANAGEMENT, LLC | 12,216 | +282 | $85.4K | +$17.2K | 2.4% |
| Plan A Wealth LLC | 12,065 | +144 | $84.3K | +$16.3K | 1.2% |
| Cullen/Frost Bankers, Inc. | 2,600 | +1,300 | $18.2K | +$10.8K | 100.0% |
| SG Americas Securities, LLC | 1,617,597 | +1,460,488 | $11.3K | +$10.4K | 929.6% |
| Larson Financial Group LLC | 3,332 | +803 | $23.3K | +$8.8K | 31.8% |
| FIFTH THIRD BANCORP | 5,630 | +139 | $39.4K | +$8.0K | 2.5% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3,662 | +576 | $25.6K | +$8.0K | 18.7% |
| Global Retirement Partners, LLC | 1,342 | +1,070 | $9.4K | +$7.8K | 393.4% |
| Prestige Wealth Management Group LLC | 1,664 | +874 | $12.3K | +$7.7K | 110.6% |
| Smartleaf Asset Management LLC | 1,059 | +936 | $7.5K | +$6.8K | 761.0% |
| Salomon & Ludwin, LLC | 1,606 | +641 | $11.7K | +$5.8K | 66.4% |
| JONES FINANCIAL COMPANIES LLLP | 4,048 | +22 | $28.3K | +$5.5K | 0.5% |
| Parallel Advisors, LLC | 872 | +575 | $6.1K | +$4.4K | 193.6% |
| Versant Capital Management, Inc | 1,293 | +99 | $9.0K | +$2.2K | 8.3% |
| Farther Finance Advisors, LLC | 1,146 | +106 | $8.0K | +$2.1K | 10.2% |
| QUADRANT CAPITAL GROUP LLC | 1,071 | +83 | $7.5K | +$1.8K | 8.4% |
| ROTHSCHILD INVESTMENT LLC | 651 | +176 | $4.5K | +$1.8K | 37.0% |
| Blue Trust, Inc. | 173 | +61 | $1.2K | +$569 | 54.5% |
| Quent Capital, LLC | 225 | +39 | $1.6K | +$511 | 21.0% |
| HARBOR CAPITAL ADVISORS, INC. | 202,392 | +18,406 | $1.4K | +$364 | 10.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 211,833 | +14,211 | $1.5K | +$352 | 7.2% |
| State of Alaska, Department of Revenue | 110,645 | +1,353 | $773 | +$149 | 1.2% |
| CWM, LLC | 26,120 | +12,402 | $183 | +$105 | 90.4% |
| HANTZ FINANCIAL SERVICES, INC. | 7,592 | +6,764 | $53 | +$48 | 816.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,768 | +889 | $19 | +$8 | 47.3% |
| Covestor Ltd | 2,960 | +884 | $20 | +$8 | 42.6% |
| BESSEMER GROUP INC | 972 | +360 | $7 | +$4 | 58.8% |
Reduced(169)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 144,502 | -18,621,786 | $1.0M | -$314.5M | -99.2% |
| VANGUARD GROUP INC | 23,801,905 | -161,318 | $166.4M | +$29.5M | -0.7% |
| Royal Bank of Canada | 14,126 | -3,724,938 | $99.0K | -$25.4M | -99.6% |
| ING GROEP NV | 8,777,500 | -5,283,400 | $61.4M | -$18.9M | -37.6% |
| Clarkston Capital Partners, LLC | 11,328,670 | -364,580 | $79.2M | +$12.4M | -3.1% |
| STATE STREET CORP | 8,724,861 | -25,722 | $61.0M | +$11.0M | -0.3% |
| D. E. Shaw & Co., Inc. | 1,040,426 | -2,157,615 | $7.3M | -$11.0M | -67.5% |
| UBS Group AG | 1,642,171 | -2,117,876 | $11.5M | -$10.0M | -56.3% |
| JPMORGAN CHASE & CO | 327,652 | -1,352,560 | $2.3M | -$7.3M | -80.5% |
| DIMENSIONAL FUND ADVISORS LP | 7,398,254 | -627,464 | $51.7M | +$5.9M | -7.8% |
| SHAPIRO CAPITAL MANAGEMENT LLC | 1,827,110 | -1,424,100 | $12.8M | -$5.8M | -43.8% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1,777,812 | -1,192,638 | $12.4M | -$4.5M | -40.1% |
| FRED ALGER MANAGEMENT, LLC | 836,681 | -849,284 | $5.8M | -$3.8M | -50.4% |
| Gates Capital Management, Inc. | 8,385,534 | -2,514,918 | $58.6M | -$3.6M | -23.1% |
| MUFG Securities EMEA plc | 92 | -499,908 | $643 | -$2.9M | -100.0% |
| Grandeur Peak Global Advisors, LLC | 183,237 | -518,299 | $1.3M | -$2.7M | -73.9% |
| GOLDMAN SACHS GROUP INC | 1,303,441 | -736,397 | $9.1M | -$2.5M | -36.1% |
| BLAIR WILLIAM & CO/IL | 10,892 | -416,597 | $76.1K | -$2.4M | -97.5% |
| Aquatic Capital Management LLC | 98,932 | -434,705 | $691.5K | -$2.4M | -81.5% |
| MORGAN STANLEY | 4,496,331 | -1,372,573 | $31.4M | -$2.1M | -23.4% |
| NORTHERN TRUST CORP | 2,291,367 | -167,440 | $16.0M | +$2.0M | -6.8% |
| NEUBERGER BERMAN GROUP LLC | 1,197,649 | -7,620 | $8.4M | +$1.5M | -0.6% |
| ArrowMark Colorado Holdings LLC | 1,116,609 | 0 | $7.8M | +$1.4M | 0.0% |
| Bank of New York Mellon Corp | 1,294,278 | -42,543 | $9.0M | +$1.4M | -3.2% |
| Invesco Ltd. | 1,223,318 | -31,269 | $8.6M | +$1.4M | -2.5% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1,087,778 | -6,454 | $7.6M | +$1.4M | -0.6% |
| Nuveen, LLC | 1,210,415 | -46,109 | $8.5M | +$1.3M | -3.7% |
| NATIONAL BANK OF CANADA /FI/ | 1,000,000 | -412 | $7.0M | +$1.3M | -0.0% |
| PRINCIPAL FINANCIAL GROUP INC | 1,035,767 | -13,155 | $7.2M | +$1.3M | -1.3% |
| KENNEDY CAPITAL MANAGEMENT LLC | 1,419,727 | -132,717 | $9.9M | +$1.1M | -8.5% |
| DARK FOREST CAPITAL MANAGEMENT LP | 21,823 | -183,153 | $152.5K | -$1.0M | -89.3% |
| Susquehanna Portfolio Strategies, LLC | 690,209 | 0 | $4.8M | +$883.5K | 0.0% |
| BAMCO INC /NY/ | 5,509,659 | -1,342,559 | $38.5M | -$613.6K | -19.6% |
| RHUMBLINE ADVISERS | 616,295 | -39,084 | $4.3M | +$565.7K | -6.0% |
| Legal & General Group Plc | 553,404 | -33,449 | $3.9M | +$517.4K | -5.7% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 380,829 | -1,825 | $2.7M | +$477.0K | -0.5% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 752,807 | -94,459 | $5.3M | +$424.2K | -11.1% |
| Quadrature Capital Ltd | 13,341 | -66,569 | $93.3K | -$362.6K | -83.3% |
| CITIGROUP INC | 48,175 | -58,872 | $336.7K | -$274.5K | -55.0% |
| AMERICAN CAPITAL MANAGEMENT INC | 1,397,898 | -268,038 | $9.8M | +$258.8K | -16.1% |
| Ensign Peak Advisors, Inc | 15,566 | -45,450 | $108.8K | -$239.6K | -74.5% |
| Teton Advisors, LLC | 186,160 | 0 | $1.3M | +$238.3K | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 31,950 | -921 | $223.3K | +$223.1K | -2.8% |
| BNP PARIBAS FINANCIAL MARKETS | 2,204,605 | -456,279 | $15.4M | +$216.5K | -17.1% |
| Verition Fund Management LLC | 126,700 | -65,181 | $885.6K | -$210.0K | -34.0% |
| FRANKLIN RESOURCES INC | 154,304 | -290 | $1.1M | +$195.9K | -0.2% |
| Samjo Management, LLC | 472,745 | -72,700 | $3.3M | +$190.0K | -13.3% |
| WOLVERINE ASSET MANAGEMENT LLC | 148,297 | 0 | $1.0M | +$189.8K | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 46,824 | -43,692 | $327.3K | -$189.5K | -48.3% |
| PRUDENTIAL FINANCIAL INC | 206,035 | -15,179 | $1.5M | +$189.4K | -6.9% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 313,385 | -37,770 | $2.2M | +$185.5K | -10.8% |
| State of Tennessee, Department of Treasury | 43,997 | -3,478 | $449.6K | +$178.6K | -7.3% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 197,419 | -13,318 | $1.4M | +$176.7K | -6.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 40,300 | -39,600 | $281.7K | -$174.5K | -49.6% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 59,349 | -8,287 | $554.9K | +$168.7K | -12.3% |
| GABELLI FUNDS LLC | 112,000 | -52,000 | $782.9K | -$153.6K | -31.7% |
| Private Advisor Group, LLC | 136,024 | -4,660 | $950.8K | +$147.5K | -3.3% |
| JANUS HENDERSON GROUP PLC | 101,525 | 0 | $709.2K | +$130.0K | 0.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 101,554 | -59 | $709.9K | +$129.7K | -0.1% |
| Soapstone Management L.P. | 100,000 | 0 | $699.0K | +$128.0K | 0.0% |
| MARSHALL WACE, LLP | 69,678 | -38,022 | $487.1K | -$127.9K | -35.3% |
| Louisiana State Employees Retirement System | 99,500 | -300 | $695.5K | +$125.6K | -0.3% |
| Clearstead Advisors, LLC | 200 | -21,835 | $1.4K | -$124.4K | -99.1% |
| Russell Investments Group, Ltd. | 18,425 | -24,028 | $128.8K | -$113.6K | -56.6% |
| CenterBook Partners LP | 460,367 | -122,640 | $3.2M | -$111.0K | -21.0% |
| &PARTNERS | 42,569 | -3,874 | $367.5K | +$102.3K | -8.3% |
| CHOREO, LLC | 74,598 | -502 | $525.9K | +$97.1K | -0.7% |
| BAILARD, INC. | 40,500 | -24,600 | $283.1K | -$88.6K | -37.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 67,470 | 0 | $471.6K | +$86.4K | 0.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 62,212 | 0 | $434.9K | +$79.6K | 0.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 93,990 | -7,199 | $657.0K | +$79.2K | -7.1% |
| BOOTHBAY FUND MANAGEMENT, LLC | 34,746 | -21,396 | $242.9K | -$77.7K | -38.1% |
| Police & Firemen's Retirement System of New Jersey | 60,446 | -172 | $422.5K | +$76.4K | -0.3% |
| Linden Thomas Advisory Services, LLC | 69,045 | -2,977 | $482.6K | +$71.4K | -4.1% |
| BROWN BROTHERS HARRIMAN & CO | 55,000 | 0 | $384.4K | +$70.4K | 0.0% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 52,000 | 0 | $363.5K | +$66.6K | 0.0% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 53,796 | -1,520 | $376.0K | +$60.2K | -2.7% |
| MetLife Investment Management, LLC | 113,858 | -15,322 | $795.9K | +$58.2K | -11.9% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 44,480 | 0 | $310.9K | +$56.9K | 0.0% |
| Arizona State Retirement System | 57,702 | -3,204 | $403.3K | +$55.6K | -5.3% |
| TRUIST FINANCIAL CORP | 10,223 | -11,449 | $71.5K | -$52.3K | -52.8% |
| Tidal Investments LLC | 53,571 | -3,496 | $374.5K | +$48.6K | -6.1% |
| Corient Private Wealth LLC | 40,795 | -726 | $285.4K | +$48.3K | -1.7% |
| Voya Investment Management LLC | 39,603 | -1,220 | $276.8K | +$43.7K | -3.0% |
| Azimuth Capital Investment Management LLC | 76,750 | -9,950 | $536.5K | +$41.4K | -11.5% |
| Pictet Asset Management Holding SA | 30,362 | 0 | $212.2K | +$38.9K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 25,884 | 0 | $180.9K | +$33.1K | 0.0% |
| CIBC Private Wealth Group LLC | 32,587 | -1,702 | $227.8K | +$32.0K | -5.0% |
| Carnegie Investment Counsel | 22,200 | 0 | $155.2K | +$28.4K | 0.0% |
| DF DENT & CO INC | 22,000 | 0 | $153.8K | +$28.2K | 0.0% |
| Inspire Investing, LLC | 83,857 | -13,881 | $586.2K | +$28.1K | -14.2% |
| STATE OF WISCONSIN INVESTMENT BOARD | 40,764 | -4,323 | $284.9K | +$27.5K | -9.6% |
| PNC Financial Services Group, Inc. | 21,329 | -5 | $149.1K | +$27.3K | -0.0% |
| RAYMOND JAMES FINANCIAL INC | 331,297 | -78,925 | $2.3M | -$26.6K | -19.2% |
| New Age Alpha Advisors, LLC | 28,986 | -2,040 | $202.6K | +$25.5K | -6.6% |
| Caitong International Asset Management Co., Ltd | 1,333 | -4,751 | $9.3K | -$25.4K | -78.1% |
| Arax Advisory Partners | 200 | -4,294 | $1.4K | -$24.3K | -95.5% |
| Ameritas Investment Partners, Inc. | 18,273 | 0 | $127.7K | +$23.4K | 0.0% |
| Everhart Financial Group, Inc. | 18,058 | 0 | $126.2K | +$23.1K | 0.0% |
| Vident Advisory, LLC | 23,790 | -9,277 | $166.3K | -$22.5K | -28.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 98,667 | -36,132 | $731.1K | -$22.4K | -26.8% |
| Inspire Advisors, LLC | 33,226 | -3,997 | $232.3K | +$19.7K | -10.7% |
| AlphaQuest LLC | 14,675 | 0 | $102.6K | +$18.8K | 0.0% |
| LPL Financial LLC | 46,095 | -7,078 | $322.2K | +$18.6K | -13.3% |
| SAGE RHINO CAPITAL LLC | 15,853 | -765 | $110.8K | +$15.9K | -4.6% |
| Crossmark Global Holdings, Inc. | 11,527 | 0 | $80.6K | +$14.8K | 0.0% |
| GREENLEAF TRUST | 11,091 | -170 | $77.5K | +$13.2K | -1.5% |
| LS Investment Advisors, LLC | 10,000 | 0 | $69.9K | +$12.8K | 0.0% |
| Cresset Asset Management, LLC | 10,930 | -392 | $76.4K | +$11.8K | -3.5% |
| Pinnacle Wealth Planning Services, Inc. | 11,605 | -682 | $81.1K | +$11.0K | -5.5% |
| Atria Investments, Inc | 32,147 | -8,930 | $224.7K | -$9.8K | -21.7% |
| Washington Trust Advisors, Inc. | 10,882 | -791 | $76.1K | +$9.4K | -6.8% |
| Steward Partners Investment Advisory, LLC | 633 | -1,602 | $4.4K | -$8.3K | -71.7% |
| FAIRFIELD, BUSH & CO. | 16,316 | -4,999 | $114.0K | -$7.7K | -23.4% |
| Cetera Investment Advisers | 25,074 | -4,325 | $175.3K | +$7.4K | -14.7% |
| EverSource Wealth Advisors, LLC | 2,957 | -1,860 | $20.7K | -$6.8K | -38.6% |
| COMERICA BANK | 57,050 | -11,960 | $398.8K | +$4.7K | -17.3% |
| MassMutual Private Wealth & Trust, FSB | 3,648 | 0 | $25.5K | +$4.7K | 0.0% |
| OSAIC HOLDINGS, INC. | 2,996 | -1,340 | $20.9K | -$3.8K | -30.9% |
| Millstone Evans Group, LLC | 196 | -715 | $1.4K | -$3.8K | -78.5% |
| Rockefeller Capital Management L.P. | 1,716 | -1,035 | $12.0K | -$3.7K | -37.6% |
| Values First Advisors, Inc. | 88,321 | -19,400 | $617.4K | +$2.3K | -18.0% |
| Private Wealth Management Group, LLC | 1,772 | 0 | $12.4K | +$2.3K | 0.0% |
| CoreCap Advisors, LLC | 1,404 | 0 | $9.8K | +$1.8K | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 1,300 | 0 | $9.1K | +$1.7K | 0.0% |
| Sterling Capital Management LLC | 12,607 | -2,538 | $88.1K | +$1.6K | -16.8% |
| SIGNATUREFD, LLC | 1,585 | -142 | $11.1K | +$1.2K | -8.2% |
| Red Tortoise LLC | 906 | 0 | $6.3K | +$1.2K | 0.0% |
| Plante Moran Financial Advisors, LLC | 846 | 0 | $5.9K | +$1.1K | 0.0% |
| Evelyn Partners Investment Management LLP | 554 | -446 | $3.9K | -$908 | -44.6% |
| Transamerica Financial Advisors, LLC | 634 | 0 | $4.4K | +$812 | 0.0% |
| Bare Financial Services, Inc | 799 | -40 | $5.6K | +$794 | -4.8% |
| TRUST CO OF VERMONT | 595 | 0 | $4.2K | +$762 | 0.0% |
| Eukles Asset Management | 523 | 0 | $3.7K | +$670 | 0.0% |
| EVERMAY WEALTH MANAGEMENT LLC | 300 | 0 | $2.1K | +$384 | 0.0% |
| VAN ECK ASSOCIATES CORP | 310,222 | -3,637 | $2.2K | +$376 | -1.1% |
| Parkside Financial Bank & Trust | 290 | 0 | $2.0K | +$372 | 0.0% |
| Avanza Fonder AB | 13,383 | -3,052 | $93.5K | -$297 | -18.6% |
| Nemes Rush Group LLC | 214 | 0 | $1.5K | +$274 | 0.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 209 | 0 | $1.5K | +$268 | 0.0% |
| DANSKE BANK A/S | 200 | 0 | $1.4K | +$256 | 0.0% |
| Physician Wealth Advisors, Inc. | 194 | 0 | $1.4K | +$249 | 0.0% |
| Fortitude Family Office, LLC | 159 | 0 | $1.1K | +$203 | 0.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 148 | 0 | $1.0K | +$191 | 0.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 134,066 | 0 | $937 | +$171 | 0.0% |
| Cranbrook Wealth Management, LLC | 134 | 0 | $937 | +$171 | 0.0% |
| Strategic Advocates LLC | 115 | 0 | $811 | +$154 | 0.0% |
| Thrivent Financial for Lutherans | 149,311 | -7,388 | $1.0K | +$149 | -4.7% |
| Handelsbanken Fonder AB | 108,364 | -600 | $757 | +$135 | -0.6% |
| Retirement Wealth Solutions LLC | 99 | 0 | $693 | +$127 | 0.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 85 | 0 | $594 | +$109 | 0.0% |
| FINANCIAL CONSULATE, INC | 82 | 0 | $574 | +$105 | 0.0% |
| CANADA LIFE ASSURANCE Co | 185,760 | -60,744 | $1.3K | -$88 | -24.6% |
| AMALGAMATED BANK | 63,156 | -15 | $441 | +$80 | -0.0% |
| BOSTON FAMILY OFFICE LLC | 49,110 | 0 | $343 | +$63 | 0.0% |
| Hughes Financial Services, LLC | 100 | 0 | $699 | +$63 | 0.0% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 54,573 | -2,412 | $381 | +$55 | -4.2% |
| True Wealth Design, LLC | 43 | 0 | $301 | +$55 | 0.0% |
| NATIXIS ADVISORS, LLC | 40,398 | -438 | $282 | +$49 | -1.1% |
| Global Wealth Strategies & Associates | 27 | 0 | $189 | +$35 | 0.0% |
| Ancora Advisors LLC | 18 | 0 | $126 | +$23 | 0.0% |
| SBI Securities Co., Ltd. | 17 | 0 | $119 | +$22 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 16,498 | 0 | $115 | +$21 | 0.0% |
| Private Wealth Asset Management, LLC | 10 | 0 | $70 | +$13 | 0.0% |
| MCF Advisors LLC | 10 | 0 | $70 | +$12 | 0.0% |
| Root Financial Partners, LLC | 5 | 0 | $35 | +$6 | 0.0% |
| HAZLETT, BURT & WATSON, INC. | 877 | 0 | $6 | $0 | 0.0% |
| Coston, McIsaac & Partners | 67 | 0 | $0 | $0 | 0.0% |
| Capital Advisors, Ltd. LLC | 22 | 0 | $0 | $0 | 0.0% |