13F QoQ Ownership Changes
NLY-PJ Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 151 new · 322 added · 284 reduced · 69 exited
New Positions(151)
Added To(322)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 78,108,387 | +3,733,667 | $1.75B | +$243.4M | 5.0% |
| VANGUARD GROUP INC | 63,613,639 | +3,024,564 | $1.42B | +$197.9M | 5.0% |
| STATE STREET CORP | 26,425,278 | +2,053,451 | $609.0M | +$100.1M | 8.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 18,401,487 | +1,503,559 | $411.0M | +$69.9M | 8.9% |
| D. E. Shaw & Co., Inc. | 6,805,478 | +2,344,738 | $152.2M | +$62.0M | 52.6% |
| MORGAN STANLEY | 6,977,329 | +1,751,509 | $156.0M | +$50.4M | 33.5% |
| JPMORGAN CHASE & CO | 4,101,627 | +1,541,358 | $91.7M | +$40.0M | 60.2% |
| NORGES BANK | 7,266,404 | +979,411 | $162.5M | +$36.3M | 15.6% |
| FMR LLC | 14,142,783 | +136,081 | $316.2M | +$33.2M | 1.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,647,947 | +1,204,700 | $36.8M | +$27.9M | 271.8% |
| NORTHERN TRUST CORP | 6,900,699 | +296,319 | $154.3M | +$20.8M | 4.5% |
| AQR CAPITAL MANAGEMENT LLC | 1,105,284 | +882,046 | $24.7M | +$20.2M | 395.1% |
| KING STREET CAPITAL MANAGEMENT, L.P. | 1,426,225 | +826,225 | $31.9M | +$19.8M | 137.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,756,577 | +362,925 | $106.4M | +$17.6M | 8.3% |
| Bank of New York Mellon Corp | 4,714,355 | +265,437 | $105.4M | +$15.5M | 6.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 5,425,766 | +51,070 | $121.3M | +$12.7M | 0.9% |
| Amundi | 2,485,880 | +364,817 | $55.6M | +$12.2M | 17.2% |
| BROADWATER CAPITAL MANAGEMENT LLC | 18,190 | +11,480 | $144.4K | -$9.7M | 171.1% |
| Invesco Ltd. | 2,862,209 | +165,854 | $64.0M | +$9.5M | 6.2% |
| BANK OF AMERICA CORP /DE/ | 2,466,301 | +172,653 | $55.1M | +$8.8M | 7.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 392,514 | +40,012 | $8.8M | +$8.8M | 11.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 580,438 | +343,499 | $13.0M | +$8.2M | 145.0% |
| BARCLAYS PLC | 2,674,061 | +575,739 | $50.3M | +$7.9M | 27.4% |
| FRANKLIN RESOURCES INC | 466,406 | +309,210 | $10.4M | +$7.9M | 196.7% |
| DEUTSCHE BANK AG\ | 1,678,761 | +191,767 | $37.5M | +$7.5M | 12.9% |
| DANSKE BANK A/S | 1,397,534 | +219,747 | $31.2M | +$7.4M | 18.6% |
| IBEX WEALTH ADVISORS | 623,685 | +298,517 | $13.9M | +$7.4M | 91.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 350,439 | +290,085 | $8.1M | +$6.9M | 480.6% |
| SEI INVESTMENTS CO | 1,689,082 | +137,465 | $37.8M | +$6.4M | 8.8% |
| Russell Investments Group, Ltd. | 1,903,497 | +110,355 | $42.9M | +$6.4M | 6.2% |
| Legal & General Group Plc | 1,984,768 | +74,074 | $44.4M | +$5.8M | 3.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,592,923 | +107,487 | $35.6M | +$5.6M | 7.2% |
| RHUMBLINE ADVISERS | 1,838,137 | +51,939 | $41.1M | +$5.0M | 2.9% |
| DNB Asset Management AS | 336,067 | +209,435 | $7.5M | +$5.0M | 165.4% |
| California Public Employees Retirement System | 1,200,864 | +98,856 | $26.9M | +$4.6M | 9.0% |
| BNP PARIBAS FINANCIAL MARKETS | 825,883 | +128,613 | $18.5M | +$4.4M | 18.4% |
| PRINCIPAL FINANCIAL GROUP INC | 1,483,746 | +57,517 | $33.2M | +$4.4M | 4.0% |
| Cetera Investment Advisers | 1,280,028 | +75,496 | $28.6M | +$4.3M | 6.3% |
| IFM Investors Pty Ltd | 204,230 | +7,373 | $4.6K | -$4.1M | 3.7% |
| Swiss National Bank | 1,759,500 | +15,300 | $39.3M | +$4.1M | 0.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 642,707 | +112,462 | $14.7M | +$4.0M | 21.2% |
| INTECH INVESTMENT MANAGEMENT LLC | 381,872 | +153,892 | $8.5M | +$3.9M | 67.5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,184,937 | +60,297 | $26.5M | +$3.8M | 5.4% |
| CITADEL ADVISORS LLC | 1,329,339 | +43,939 | $29.7M | +$3.7M | 3.4% |
| LPL Financial LLC | 1,241,342 | +49,167 | $27.8M | +$3.7M | 4.1% |
| TD Asset Management Inc | 344,125 | +136,668 | $7.7M | +$3.5M | 65.9% |
| OSAIC HOLDINGS, INC. | 871,353 | +109,773 | $19.6M | +$3.5M | 14.4% |
| Mediolanum International Funds Ltd | 625,600 | +102,323 | $14.4M | +$3.5M | 19.6% |
| WELLS FARGO & COMPANY/MN | 1,585,018 | +2,119 | $35.4M | +$3.5M | 0.1% |
| Sumitomo Mitsui Trust Group, Inc. | 1,100,446 | +52,828 | $24.6M | +$3.4M | 5.0% |
| ALLIANCEBERNSTEIN L.P. | 1,112,208 | +50,132 | $24.9M | +$3.4M | 4.7% |
| Nuveen, LLC | 1,023,056 | +53,901 | $22.9M | +$3.3M | 5.6% |
| GOLDMAN SACHS GROUP INC | 1,041,217 | +50,114 | $23.3M | +$3.3M | 5.0% |
| SAGE ADVISORS, LLC | 320,533 | +124,987 | $7.2M | +$3.2M | 63.9% |
| Swedbank AB | 1,283,527 | +18,156 | $28.7M | +$3.1M | 1.4% |
| Retirement Systems of Alabama | 1,041,697 | +43,438 | $23.3M | +$3.1M | 4.3% |
| IEQ CAPITAL, LLC | 152,660 | +130,880 | $3.4M | +$3.0M | 600.9% |
| Mariner, LLC | 291,648 | +113,809 | $6.5M | +$2.9M | 64.0% |
| Squarepoint Ops LLC | 145,700 | +125,755 | $3.3M | +$2.9M | 630.5% |
| Ensign Peak Advisors, Inc | 276,707 | +104,316 | $6.2M | +$2.7M | 60.5% |
| Clarity Financial LLC | 885,169 | +27,866 | $19.8M | +$2.5M | 3.3% |
| QRG CAPITAL MANAGEMENT, INC. | 327,771 | +71,080 | $7.3M | +$2.1M | 27.7% |
| Siemens Fonds Invest GmbH | 95,888 | +87,478 | $2.2M | +$2.0M | 1040.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 362,388 | +50,691 | $8.2M | +$1.9M | 16.3% |
| Illinois Municipal Retirement Fund | 136,850 | +77,392 | $3.1M | +$1.9M | 130.2% |
| HighTower Advisors, LLC | 163,595 | +73,870 | $3.7M | +$1.8M | 82.3% |
| NEW YORK STATE COMMON RETIREMENT FUND | 434,884 | +37,400 | $9.7M | +$1.7M | 9.4% |
| Columbus Macro, LLC | 416,209 | +35,752 | $9.3M | +$1.6M | 9.4% |
| &PARTNERS | 96,277 | +66,700 | $2.2M | +$1.6M | 225.5% |
| AVIVA PLC | 479,267 | +26,775 | $10.7M | +$1.6M | 5.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 373,231 | +33,261 | $8.3M | +$1.5M | 9.8% |
| Rockefeller Capital Management L.P. | 236,839 | +45,001 | $5.3M | +$1.4M | 23.4% |
| Lansforsakringar Fondforvaltning AB (publ) | 218,429 | +46,691 | $4.9M | +$1.4M | 27.2% |
| Tidal Investments LLC | 120,209 | +56,345 | $2.7M | +$1.4M | 88.2% |
| NEUBERGER BERMAN GROUP LLC | 451,339 | +21,016 | $10.1M | +$1.4M | 4.9% |
| State of Tennessee, Department of Treasury | 259,956 | +28,493 | $6.0M | +$1.3M | 12.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 490,781 | +11,817 | $11.0M | +$1.3M | 2.5% |
| Robeco Institutional Asset Management B.V. | 182,302 | +41,214 | $4.1M | +$1.2M | 29.2% |
| Quantinno Capital Management LP | 144,818 | +39,179 | $3.2M | +$1.1M | 37.1% |
| Kovack Advisors, Inc. | 87,366 | +45,094 | $2.0M | +$1.1M | 106.7% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 239,807 | +11,244 | $5.7M | +$1.1M | 4.9% |
| Dupree Financial Group, LLC | 472,332 | +1,824 | $10.6M | +$1.1M | 0.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 219,092 | +28,000 | $4.9M | +$1.0M | 14.7% |
| Federation des caisses Desjardins du Quebec | 101,094 | +40,514 | $2.3M | +$1.0M | 66.9% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 112,479 | +38,360 | $2.5M | +$1.0M | 51.8% |
| Police & Firemen's Retirement System of New Jersey | 296,718 | +14,325 | $6.6M | +$927.5K | 5.1% |
| Avanza Fonder AB | 71,548 | +38,018 | $1.6M | +$922.2K | 113.4% |
| Pictet Asset Management Holding SA | 372,245 | +5,663 | $8.3M | +$918.5K | 1.5% |
| STATE OF WISCONSIN INVESTMENT BOARD | 323,352 | +9,325 | $7.2M | +$883.7K | 3.0% |
| Kestra Advisory Services, LLC | 161,457 | +26,153 | $3.6M | +$875.7K | 19.3% |
| Left Brain Wealth Management, LLC | 82,505 | +32,075 | $1.8M | +$825.6K | 63.6% |
| MetLife Investment Management, LLC | 333,758 | +3,736 | $7.5M | +$793.1K | 1.1% |
| Focus Partners Wealth | 68,903 | +33,943 | $1.5M | +$789.9K | 97.1% |
| Aberdeen Group plc | 111,907 | +26,489 | $2.5M | +$786.6K | 31.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 113,642 | +26,692 | $2.5M | +$783.8K | 30.7% |
| CREDIT AGRICOLE S A | 85,759 | +29,537 | $1.9M | +$781.3K | 52.5% |
| GUGGENHEIM CAPITAL LLC | 164,947 | +19,754 | $3.7M | +$753.9K | 13.6% |
| SUMMIT SECURITIES GROUP LLC | 50,100 | +31,300 | $1.1M | +$740.3K | 166.5% |
| Sullivan Wood Capital Management LLC | 62,550 | +28,450 | $1.4M | +$725.5K | 83.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,874 | +26,671 | $1.7M | +$700.0K | 55.3% |
| NISA INVESTMENT ADVISORS, LLC | 275,896 | +5,414 | $6.4M | +$698.4K | 2.0% |
| NWF Advisory Services Inc. | 49,014 | +34,620 | $958.5K | +$667.6K | 240.5% |
| NEOS Investment Management LLC | 80,188 | +24,200 | $1.8M | +$661.5K | 43.2% |
| Ethic Inc. | 125,720 | +19,327 | $2.8M | +$660.9K | 18.2% |
| Cerity Partners LLC | 96,197 | +21,787 | $2.2M | +$647.1K | 29.3% |
| NORDEN GROUP LLC | 59,251 | +24,789 | $1.3M | +$628.4K | 71.9% |
| Farther Finance Advisors, LLC | 78,953 | +22,634 | $1.8M | +$627.2K | 40.2% |
| ALLSTATE CORP | 48,113 | +25,628 | $1.1M | +$621.4K | 114.0% |
| KG&L Capital Management,LLC | 48,563 | +25,500 | $1.1M | +$619.8K | 110.6% |
| Simplicity Wealth,LLC | 89,094 | +21,013 | $2.0M | +$616.2K | 30.9% |
| Louisiana State Employees Retirement System | 189,000 | +10,300 | $4.2M | +$614.5K | 5.8% |
| Sequoia Financial Advisors, LLC | 215,243 | +7,417 | $4.8M | +$612.7K | 3.6% |
| Rakuten Investment Management, Inc. | 27,199 | +26,866 | $625.8K | +$609.9K | 8067.9% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 178,031 | +10,900 | $4.0M | +$603.1K | 6.5% |
| TRUIST FINANCIAL CORP | 127,045 | +15,736 | $2.8M | +$591.2K | 14.1% |
| Newbridge Financial Services Group, Inc. | 96,947 | +18,044 | $2.2M | +$573.1K | 22.9% |
| Dana Investment Advisors, Inc. | 172,051 | +9,736 | $3.8M | +$566.7K | 6.0% |
| Mitsubishi UFJ Trust & Banking Corp | 252,883 | +1,134 | $5.7M | +$566.6K | 0.5% |
| Voya Investment Management LLC | 79,877 | +19,098 | $1.8M | +$557.7K | 31.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 205,714 | +4,999 | $4.6M | +$543.3K | 2.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 43,166 | +20,924 | $965.2K | +$541.7K | 94.1% |
| PFG Investments, LLC | 110,761 | +14,735 | $2.5M | +$535.9K | 15.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 152,819 | +9,703 | $3.4M | +$524.7K | 6.8% |
| Simplify Asset Management Inc. | 79,655 | +16,755 | $1.8M | +$509.9K | 26.6% |
| TUDOR INVESTMENT CORP ET AL | 112,288 | +12,788 | $2.5M | +$499.9K | 12.8% |
| Slagle Financial, LLC | 158,973 | +7,813 | $3.6M | +$499.7K | 5.2% |
| Investment Management Corp of Ontario | 88,662 | +15,121 | $2.0M | +$496.2K | 20.6% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 170,922 | +6,135 | $3.8M | +$491.5K | 3.7% |
| US BANCORP \DE\ | 59,890 | +17,178 | $1.3M | +$475.9K | 40.2% |
| State of New Jersey Common Pension Fund D | 187,001 | +3,213 | $4.2M | +$467.0K | 1.7% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 135,851 | +6,600 | $3.0M | +$425.5K | 5.1% |
| Korea Investment CORP | 142,482 | +5,600 | $3.2M | +$419.5K | 4.1% |
| CIBC WORLD MARKET INC. | 182,776 | +966 | $4.1M | +$412.5K | 0.5% |
| MML INVESTORS SERVICES, LLC | 126,551 | +6,606 | $2.8M | +$405.6K | 5.5% |
| TORONTO DOMINION BANK | 120,324 | +6,663 | $2.7M | +$393.4K | 5.9% |
| Brooklyn Investment Group | 25,869 | +15,323 | $595.2K | +$382.1K | 145.3% |
| Plan Group Financial, LLC | 102,220 | +7,531 | $2.3M | +$372.0K | 8.0% |
| SeaCrest Wealth Management, LLC | 98,203 | +7,876 | $2.3M | +$370.2K | 8.7% |
| Ameritas Investment Partners, Inc. | 125,178 | +4,819 | $2.8M | +$366.5K | 4.0% |
| FORTEM FINANCIAL GROUP, LLC | 161,939 | +768 | $3.6M | +$363.7K | 0.5% |
| BANK OF NOVA SCOTIA | 45,489 | +13,068 | $1.0M | +$361.9K | 40.3% |
| Candriam S.C.A. | 155,411 | +1,019 | $3.5M | +$354.9K | 0.7% |
| Advisory Services Network, LLC | 108,647 | +4,961 | $2.4M | +$333.9K | 4.8% |
| Northwest & Ethical Investments L.P. | 82,016 | +6,861 | $1.8M | +$315.0K | 9.1% |
| Envestnet Portfolio Solutions, Inc. | 91,684 | +5,828 | $2.1M | +$314.9K | 6.8% |
| International Private Wealth Advisors LLC | 40,081 | +11,269 | $896.2K | +$313.9K | 39.1% |
| INSIGNEO ADVISORY SERVICES, LLC | 90,716 | +5,655 | $2.0M | +$309.3K | 6.6% |
| JANUS HENDERSON GROUP PLC | 31,813 | +11,600 | $711.2K | +$302.6K | 57.4% |
| B. Riley Wealth Advisors, Inc. | 130,806 | +682 | $2.9M | +$295.0K | 0.5% |
| CAPTRUST FINANCIAL ADVISORS | 72,309 | +6,820 | $1.6M | +$293.3K | 10.4% |
| Collar Capital Management, LLC | 103,776 | +3,250 | $2.3M | +$288.8K | 3.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 60,447 | +7,218 | $1.4M | +$286.7K | 13.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 81,921 | +5,431 | $1.8M | +$285.9K | 7.1% |
| Utah Retirement Systems | 108,320 | +2,348 | $2.4M | +$280.3K | 2.2% |
| Frank, Rimerman Advisors LLC | 34,997 | +10,060 | $782.5K | +$278.6K | 40.3% |
| Private Advisor Group, LLC | 112,102 | +1,838 | $2.5M | +$278.2K | 1.7% |
| Resona Asset Management Co.,Ltd. | 95,847 | +3,215 | $2.2M | +$271.4K | 3.5% |
| NewEdge Advisors, LLC | 52,391 | +7,804 | $1.2M | +$270.3K | 17.5% |
| Compound Planning, Inc. | 27,926 | +9,882 | $624.4K | +$259.8K | 54.8% |
| SHARPEPOINT LLC | 73,866 | +4,927 | $1.7M | +$258.4K | 7.1% |
| RBF Capital, LLC | 20,000 | +10,000 | $447.2K | +$245.1K | 100.0% |
| Vanguard Personalized Indexing Management, LLC | 48,578 | +6,924 | $1.1M | +$244.4K | 16.6% |
| EVOKE WEALTH, LLC | 98,823 | +1,473 | $2.3M | +$243.3K | 1.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30,655 | +8,677 | $685.4K | +$241.3K | 39.5% |
| Triumph Capital Management | 70,443 | +4,108 | $1.6M | +$234.5K | 6.2% |
| Perigon Wealth Management, LLC | 66,907 | +4,181 | $1.5M | +$228.3K | 6.7% |
| White Lighthouse Investment Management Inc. | 26,065 | +8,418 | $582.8K | +$226.2K | 47.7% |
| Savvy Advisors, Inc. | 45,451 | +8,503 | $971.6K | +$224.8K | 23.0% |
| Tower Research Capital LLC (TRC) | 35,989 | +6,758 | $804.7K | +$214.0K | 23.1% |
| Belpointe Asset Management LLC | 56,888 | +4,228 | $1.3M | +$207.7K | 8.0% |
| Merit Financial Group, LLC | 28,750 | +6,698 | $642.9K | +$197.2K | 30.4% |
| BECK CAPITAL MANAGEMENT, LLC | 64,354 | +2,841 | $1.4M | +$195.8K | 4.6% |
| Equitable Holdings, Inc. | 45,457 | +4,684 | $1.0M | +$192.4K | 11.5% |
| CIBC Asset Management Inc | 32,540 | +6,017 | $727.6K | +$191.6K | 22.7% |
| M&T Bank Corp | 23,140 | +6,405 | $517.6K | +$179.8K | 38.3% |
| Independent Advisor Alliance | 56,551 | +2,808 | $1.3M | +$178.3K | 5.2% |
| Strait & Sound Wealth Management LLC | 60,718 | +2,329 | $1.4M | +$177.6K | 4.0% |
| Wealthspire Advisors, LLC | 53,656 | +2,794 | $1.2M | +$171.8K | 5.5% |
| DoubleLine ETF Adviser LP | 41,638 | +4,001 | $931.0K | +$170.4K | 10.6% |
| Intellectus Partners, LLC | 52,095 | +2,771 | $1.2M | +$169.9K | 5.6% |
| BridgePort Financial Solutions, LLC | 34,898 | +4,425 | $780.3K | +$164.5K | 14.5% |
| Values First Advisors, Inc. | 36,611 | +3,699 | $818.6K | +$153.5K | 11.2% |
| FIRST CITIZENS BANK & TRUST CO | 59,840 | +971 | $1.3M | +$148.3K | 1.6% |
| Global Retirement Partners, LLC | 34,163 | +3,628 | $763.9K | +$146.8K | 11.9% |
| PROFFITT & GOODSON INC | 56,927 | +1,064 | $1.3M | +$143.9K | 1.9% |
| SECURIAN ASSET MANAGEMENT, INC | 49,777 | +1,690 | $1.1M | +$141.2K | 3.5% |
| Pathstone Holdings, LLC | 35,369 | +3,162 | $793.2K | +$139.9K | 9.8% |
| Arkadios Wealth Advisors | 29,223 | +3,683 | $653.4K | +$137.3K | 14.4% |
| Capital Investment Advisory Services, LLC | 34,390 | +3,109 | $769.0K | +$136.8K | 9.9% |
| Orion Porfolio Solutions, LLC | 28,066 | +3,607 | $627.5K | +$133.2K | 14.7% |
| Royal Capital Wealth Management, LLC | 14,850 | +4,950 | $332.1K | +$132.0K | 50.0% |
| QUADRANT CAPITAL GROUP LLC | 41,282 | +2,000 | $923.1K | +$129.2K | 5.1% |
| Parallel Advisors, LLC | 34,097 | +2,701 | $762.4K | +$127.9K | 8.6% |
| CHAPMAN FINANCIAL GROUP, LLC | 42,768 | +1,776 | $956.3K | +$127.8K | 4.3% |
| Accel Wealth Management | 16,309 | +4,552 | $364.7K | +$127.1K | 38.7% |
| Foundations Investment Advisors, LLC | 16,892 | +4,434 | $377.7K | +$125.9K | 35.6% |
| Apollon Wealth Management, LLC | 20,598 | +3,960 | $460.6K | +$124.3K | 23.8% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 31,403 | +2,700 | $702.2K | +$122.1K | 9.4% |
| Geneos Wealth Management Inc. | 20,136 | +3,737 | $450.2K | +$118.8K | 22.8% |
| Maryland State Retirement & Pension System | 34,236 | +2,200 | $765.5K | +$118.1K | 6.9% |
| AMERIFLEX GROUP, INC. | 5,273 | +4,673 | $117.9K | +$105.8K | 778.8% |
| HOWARD FINANCIAL SERVICES, LTD. | 41,957 | +691 | $938.2K | +$104.2K | 1.7% |
| Sterling Capital Management LLC | 40,520 | +796 | $906.0K | +$103.2K | 2.0% |
| Sowell Financial Services LLC | 36,818 | +1,087 | $823.2K | +$101.1K | 3.0% |
| Spire Wealth Management | 12,175 | +3,694 | $272.2K | +$100.8K | 43.5% |
| PRIVATE TRUST CO NA | 13,485 | +3,541 | $301.5K | +$100.6K | 35.6% |
| HighPoint Advisor Group LLC | 38,049 | +870 | $850.8K | +$99.4K | 2.3% |
| Pekin Hardy Strauss, Inc. | 32,703 | +1,429 | $731.2K | +$99.2K | 4.6% |
| ORG Partners LLC | 4,684 | +4,373 | $104.7K | +$98.4K | 1406.1% |
| JONES FINANCIAL COMPANIES LLLP | 9,690 | +4,017 | $216.7K | +$97.3K | 70.8% |
| FWL INVESTMENT MANAGEMENT, LLC | 38,619 | +683 | $863.5K | +$96.8K | 1.8% |
| Crossmark Global Holdings, Inc. | 32,658 | +1,176 | $730.1K | +$93.7K | 3.7% |
| Kingstone Capital Partners Texas, LLC | 15,600 | +2,924 | $349.0K | +$93.0K | 23.1% |
| Clear Creek Financial Management, LLC | 39,480 | +400 | $882.8K | +$93.0K | 1.0% |
| Kingsview Wealth Management, LLC | 22,901 | +2,118 | $512.1K | +$92.0K | 10.2% |
| GAMMA Investing LLC | 10,404 | +3,311 | $232.6K | +$89.3K | 46.7% |
| Corient Private Wealth LLC | 48,187 | +10,382 | $852.8K | +$88.7K | 27.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 16,796 | +2,392 | $387.3K | +$86.1K | 16.6% |
| Ascent Group, LLC | 13,966 | +2,617 | $312.3K | +$82.9K | 23.1% |
| Mesirow Financial Investment Management, Inc. | 35,925 | +91 | $803.3K | +$79.1K | 0.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23,818 | +1,329 | $532.6K | +$78.1K | 5.9% |
| HBK Sorce Advisory LLC | 24,646 | +1,128 | $563.2K | +$74.0K | 4.8% |
| Mirae Asset Global Investments Co., Ltd. | 15,435 | +1,932 | $345.1K | +$72.2K | 14.3% |
| Sigma Planning Corp | 24,749 | +659 | $557.2K | +$70.3K | 2.7% |
| Jupiter Wealth Management LLC | 17,696 | +1,075 | $405.8K | +$69.9K | 6.5% |
| Wedmont Private Capital | 21,764 | +797 | $501.4K | +$69.5K | 3.8% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 20,914 | +1,189 | $467.6K | +$69.0K | 6.0% |
| Fiduciary Alliance LLC | 27,691 | +245 | $619.2K | +$64.5K | 0.9% |
| Summit Trail Advisors, LLC | 16,633 | +1,360 | $383.6K | +$64.2K | 8.9% |
| EverSource Wealth Advisors, LLC | 8,970 | +2,157 | $200.6K | +$62.9K | 31.7% |
| Koshinski Asset Management, Inc. | 24,513 | +463 | $548.1K | +$62.1K | 1.9% |
| SEEDS INVESTOR LLC | 12,254 | +1,704 | $274.0K | +$60.8K | 16.1% |
| ProShare Advisors LLC | 27,390 | +81 | $612.4K | +$60.5K | 0.3% |
| UMB Bank, n.a. | 7,852 | +2,058 | $175.6K | +$58.5K | 35.5% |
| Empowered Funds, LLC | 16,744 | +1,072 | $374.4K | +$57.7K | 6.8% |
| STRS OHIO | 16,372 | +1,009 | $366.1K | +$55.6K | 6.6% |
| BOOTHBAY FUND MANAGEMENT, LLC | 18,710 | +750 | $418.4K | +$55.4K | 4.2% |
| Stratos Wealth Partners, LTD. | 15,427 | +1,095 | $345.0K | +$55.3K | 7.6% |
| Aptus Capital Advisors, LLC | 11,524 | +1,480 | $257.9K | +$54.7K | 14.7% |
| Mutual Advisors, LLC | 33,670 | +166 | $752.9K | +$53.0K | 0.5% |
| Quadcap Wealth Management, LLC | 21,394 | +178 | $478.4K | +$49.6K | 0.8% |
| MAI Capital Management | 12,361 | +1,068 | $276.4K | +$48.2K | 9.4% |
| Parkside Financial Bank & Trust | 6,618 | +1,676 | $148.0K | +$48.1K | 33.9% |
| Valeo Financial Advisors, LLC | 13,318 | +931 | $297.8K | +$47.4K | 7.5% |
| Clearstead Advisors, LLC | 6,199 | +1,603 | $138.6K | +$45.7K | 34.9% |
| ARMSTRONG ADVISORY GROUP, INC | 13,542 | +818 | $302.8K | +$45.7K | 6.4% |
| CIBC Private Wealth Group LLC | 4,514 | +1,655 | $100.9K | +$43.2K | 57.9% |
| MISSION WEALTH MANAGEMENT, LP | 11,634 | +880 | $260.1K | +$42.8K | 8.2% |
| MassMutual Private Wealth & Trust, FSB | 2,429 | +1,795 | $54.3K | +$41.5K | 283.1% |
| Meiji Yasuda Asset Management Co Ltd. | 16,969 | +180 | $379.4K | +$40.1K | 1.1% |
| Pinnacle Wealth Planning Services, Inc. | 15,526 | +263 | $347.2K | +$38.7K | 1.7% |
| ROTHSCHILD INVESTMENT LLC | 3,944 | +1,447 | $88.2K | +$37.7K | 57.9% |
| Fortis Capital Advisors, LLC | 11,149 | +560 | $249.3K | +$35.3K | 5.3% |
| Wealthfront Advisers LLC | 15,290 | +91 | $341.9K | +$34.7K | 0.6% |
| Prime Capital Investment Advisors, LLC | 12,576 | +346 | $281.2K | +$34.0K | 2.8% |
| GWN SECURITIES INC. | 10,811 | +514 | $241.7K | +$33.6K | 5.0% |
| Fifth Third Wealth Advisors LLC | 14,970 | +37 | $334.7K | +$32.9K | 0.2% |
| Rafferty Asset Management, LLC | 11,478 | +385 | $256.6K | +$32.5K | 3.5% |
| Paragon Capital Management Ltd | 10,656 | +345 | $238.3K | +$29.9K | 3.3% |
| Next Level Private LLC | 11,221 | +367 | $250.9K | +$28.9K | 3.4% |
| TD PRIVATE CLIENT WEALTH LLC | 1,504 | +1,178 | $33.6K | +$27.0K | 361.3% |
| Coastwise Capital Group, LLC | 10,199 | +195 | $228.1K | +$25.9K | 1.9% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 11,789 | +12 | $263.6K | +$25.6K | 0.1% |
| Garden State Investment Advisory Services LLC | 11,362 | +48 | $254.1K | +$25.4K | 0.4% |
| Wernau Asset Management Inc. | 10,687 | +66 | $239.0K | +$24.3K | 0.6% |
| OneDigital Investment Advisors LLC | 10,552 | +22 | $236.0K | +$23.1K | 0.2% |
| Lido Advisors, LLC | 10,530 | +1,031 | $223.5K | +$23.1K | 10.8% |
| ASSETMARK, INC | 3,398 | +580 | $76.0K | +$19.0K | 20.6% |
| VAN ECK ASSOCIATES CORP | 2,706,878 | +587,553 | $60.5K | +$17.7K | 27.7% |
| Gould Capital, LLC | 2,245 | +621 | $50.2K | +$17.4K | 38.2% |
| Ransom Advisory, Ltd | 1,100 | +825 | $21.2K | +$15.7K | 300.0% |
| Ancora Advisors LLC | 810 | +685 | $18.1K | +$15.6K | 548.0% |
| CALDWELL SUTTER CAPITAL, INC. | 1,000 | +575 | $22.4K | +$13.8K | 135.3% |
| Fourth Dimension Wealth, LLC | 1,150 | +500 | $25.7K | +$12.6K | 76.9% |
| TOMPKINS FINANCIAL CORP | 911 | +411 | $20.4K | +$10.3K | 82.2% |
| Transamerica Financial Advisors, LLC | 2,605 | +150 | $60.1K | +$8.8K | 6.1% |
| Deseret Mutual Benefit Administrators | 1,323 | +276 | $29.6K | +$8.4K | 26.4% |
| True Wealth Design, LLC | 423 | +358 | $9.5K | +$8.1K | 550.8% |
| LSV ASSET MANAGEMENT | 3,027,942 | +14,801 | $67.7K | +$6.8K | 0.5% |
| CoreCap Advisors, LLC | 1,314 | +180 | $29.4K | +$6.5K | 15.9% |
| Prestige Wealth Management Group LLC | 374 | +313 | $7.5K | +$6.3K | 513.1% |
| SG Americas Securities, LLC | 271,549 | +221,746 | $6.1K | +$5.1K | 445.2% |
| North Star Investment Management Corp. | 1,649 | +24 | $36.9K | +$4.0K | 1.5% |
| Truvestments Capital LLC | 450 | +150 | $10.1K | +$4.0K | 50.0% |
| IMA Advisory Services, Inc. | 179 | +171 | $4.1K | +$4.0K | 2137.5% |
| Versant Capital Management, Inc | 905 | +81 | $20.2K | +$3.6K | 9.8% |
| Murphy & Mullick Capital Management Corp | 1,754 | +30 | $39.2K | +$3.5K | 1.7% |
| Root Financial Partners, LLC | 194 | +106 | $4.3K | +$2.6K | 120.5% |
| Thrivent Financial for Lutherans | 315,265 | +90,041 | $7.1K | +$2.5K | 40.0% |
| West Branch Capital LLC | 871 | +19 | $19.5K | +$2.2K | 2.2% |
| Bogart Wealth, LLC | 552 | +48 | $12.3K | +$2.2K | 9.5% |
| FARMERS & MERCHANTS INVESTMENTS INC | 525 | +50 | $11.7K | +$2.1K | 10.5% |
| Princeton Global Asset Management LLC | 748 | +24 | $16.7K | +$2.1K | 3.3% |
| AdvisorNet Financial, Inc | 194 | +81 | $4.3K | +$2.1K | 71.7% |
| Quent Capital, LLC | 319 | +57 | $7.1K | +$1.8K | 21.8% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 563,879 | +26,693 | $12.6K | +$1.8K | 5.0% |
| CENTRAL TRUST Co | 204 | +54 | $4.6K | +$1.5K | 36.0% |
| Rossby Financial, LCC | 134 | +60 | $3.0K | +$1.5K | 81.1% |
| VSM Wealth Advisory, LLC | 416 | +28 | $9.3K | +$1.4K | 7.2% |
| Bell Investment Advisors, Inc | 158 | +43 | $3.5K | +$1.2K | 37.4% |
| Bare Financial Services, Inc | 227 | +34 | $5.1K | +$1.2K | 17.6% |
| CWM, LLC | 65,951 | +49,686 | $1.5K | +$1.1K | 305.5% |
| Janney Montgomery Scott LLC | 406,181 | +8,363 | $9.1K | +$1.0K | 2.1% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 198,553 | +25,000 | $4.4K | +$931 | 14.4% |
| High Note Wealth, LLC | 282 | +15 | $6.3K | +$910 | 5.6% |
| AMALGAMATED BANK | 303,501 | +10,347 | $6.8K | +$861 | 3.5% |
| NATIXIS ADVISORS, LLC | 82,911 | +32,745 | $1.9K | +$840 | 65.3% |
| WPG Advisers, LLC | 216 | +11 | $4.8K | +$687 | 5.4% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 227 | +7 | $5.1K | +$639 | 3.2% |
| PARK AVENUE SECURITIES LLC | 111,841 | +18,082 | $2.5K | +$606 | 19.3% |
| Mn Services Vermogensbeheer B.V. | 226,541 | +3,166 | $5.1K | +$551 | 1.4% |
| Blue Trust, Inc. | 120 | +5 | $2.7K | +$359 | 4.3% |
| Vestcor Inc | 22,565 | +11,800 | $505 | +$287 | 109.6% |
| New England Capital Financial Advisors LLC | 93 | +3 | $2.1K | +$260 | 3.3% |
| HANTZ FINANCIAL SERVICES, INC. | 18,652 | +8,993 | $417 | +$222 | 93.1% |
| Daiwa Securities Group Inc. | 54,813 | +4,200 | $1.2K | +$203 | 8.3% |
| Hurley Capital, LLC | 57 | +2 | $1.3K | +$160 | 3.6% |
| Summit Global Investments | 60,168 | +371 | $1.3K | +$136 | 0.6% |
| Gulf International Bank (UK) Ltd | 26,333 | +307 | $589 | +$63 | 1.2% |
| BESSEMER GROUP INC | 2,594 | +186 | $59 | +$10 | 7.7% |
| TSFG, LLC | 2,884 | +81 | $64 | +$7 | 2.9% |
| Coston, McIsaac & Partners | 364 | +12 | $8 | +$1 | 3.4% |