13F QoQ Ownership Changes
NRG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 162 new · 393 added · 508 reduced · 136 exited
New Positions(162)
Added To(393)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 7,676,513 | +4,916,653 | $1.22B | +$775.6M | 178.1% |
| Boston Partners | 1,808,814 | +1,001,672 | $287.5M | +$156.7M | 124.1% |
| FMR LLC | 15,591,305 | +910,073 | $2.48B | +$105.1M | 6.2% |
| Man Group plc | 863,484 | +388,802 | $137.5M | +$60.6M | 81.9% |
| Allianz Asset Management GmbH | 361,656 | +351,206 | $57.6M | +$55.9M | 3360.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 327,353 | +320,271 | $52.1M | +$51.0M | 4522.3% |
| Pictet Asset Management Holding SA | 425,055 | +294,081 | $67.7M | +$46.5M | 224.5% |
| D. E. Shaw & Co., Inc. | 1,629,998 | +312,520 | $259.6M | +$46.2M | 23.7% |
| REAVES W H & CO INC | 571,628 | +276,157 | $91.0M | +$43.2M | 93.5% |
| BARCLAYS PLC | 821,840 | +265,800 | $132.0M | +$41.9M | 47.8% |
| BNP PARIBAS FINANCIAL MARKETS | 568,464 | +259,113 | $90.5M | +$40.4M | 83.8% |
| Merewether Investment Management, LP | 765,626 | +234,900 | $121.9M | +$36.0M | 44.3% |
| PANAGORA ASSET MANAGEMENT INC | 642,570 | +181,093 | $102.3M | +$27.6M | 39.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 196,798 | +165,560 | $31.4M | +$26.4M | 530.0% |
| Holocene Advisors, LP | 464,662 | +170,036 | $74.0M | +$26.3M | 57.7% |
| NATIXIS | 162,974 | +147,300 | $26.0M | +$23.4M | 939.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 313,052 | +137,000 | $49.9M | +$21.3M | 77.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 879,348 | +139,221 | $140.0M | +$20.2M | 18.8% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 133,921 | +123,721 | $21.3M | +$19.7M | 1213.0% |
| Wealth High Governance Capital Ltda | 244,105 | +124,105 | $38.9M | +$19.4M | 103.4% |
| MARSHALL WACE, LLP | 235,947 | +121,740 | $37.6M | +$19.1M | 106.6% |
| TODD ASSET MANAGEMENT LLC | 258,602 | +111,632 | $41.2M | +$17.4M | 76.0% |
| CIBC Private Wealth Group LLC | 346,283 | +101,900 | $55.1M | +$15.6M | 41.7% |
| Williams Jones Wealth Management, LLC. | 96,433 | +92,432 | $15.4M | +$14.7M | 2310.2% |
| Robeco Institutional Asset Management B.V. | 529,039 | +90,148 | $84.2M | +$13.2M | 20.5% |
| Jefferies Financial Group Inc. | 101,393 | +76,393 | $16.1M | +$12.1M | 305.6% |
| BW Gestao de Investimentos Ltda. | 155,895 | +75,895 | $24.8M | +$11.9M | 94.9% |
| JPMORGAN CHASE & CO | 1,424,403 | +91,709 | $226.8M | +$11.0M | 6.9% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 320,971 | +70,596 | $51.1M | +$10.6M | 28.2% |
| NOMURA HOLDINGS INC | 147,474 | +61,024 | $23.5M | +$9.5M | 70.6% |
| SEI INVESTMENTS CO | 569,805 | +67,444 | $90.7M | +$9.4M | 13.4% |
| Focus Partners Wealth | 108,425 | +57,361 | $17.3M | +$9.0M | 112.3% |
| Allspring Global Investments Holdings, LLC | 122,729 | +50,732 | $20.4M | +$8.7M | 70.5% |
| Zurich Insurance Group Ltd/FI | 421,222 | +60,835 | $67.1M | +$8.7M | 16.9% |
| STATE STREET CORP | 10,868,408 | +234,666 | $1.73B | +$8.6M | 2.2% |
| Bridgewater Associates, LP | 380,871 | +55,219 | $60.6M | +$7.9M | 16.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,515,458 | +72,893 | $241.3M | +$7.7M | 5.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 47,412 | +8,878 | $7.5M | +$7.5M | 23.0% |
| TimesSquare Capital Management, LLC | 523,205 | +51,360 | $83.3M | +$6.9M | 10.9% |
| FIRST TRUST ADVISORS LP | 648,525 | +51,717 | $103.3M | +$6.6M | 8.7% |
| SIR Capital Management, L.P. | 71,496 | +39,805 | $11.4M | +$6.3M | 125.6% |
| AustralianSuper Pty Ltd | 163,626 | +40,526 | $26.1M | +$6.1M | 32.9% |
| Itau Unibanco Holding S.A. | 39,782 | +37,749 | $6.3M | +$6.0M | 1856.8% |
| PICTON MAHONEY ASSET MANAGEMENT | 36,698 | +3,126 | $5.8M | +$5.8M | 9.3% |
| Transamerica Financial Advisors, LLC | 36,518 | +33,876 | $5.8M | +$5.4M | 1282.2% |
| MARTINGALE ASSET MANAGEMENT L P | 96,984 | +32,714 | $15.4M | +$5.0M | 50.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 297,908 | +35,661 | $47.4M | +$5.0M | 13.6% |
| Quantinno Capital Management LP | 193,848 | +31,717 | $30.9M | +$4.6M | 19.6% |
| RAYMOND JAMES FINANCIAL INC | 814,795 | +39,567 | $129.8M | +$4.3M | 5.1% |
| NewEdge Wealth, LLC | 338,101 | +3,142 | $53.8M | -$4.2M | 0.9% |
| DANSKE BANK A/S | 103,214 | +25,968 | $16.4M | +$3.9M | 33.6% |
| Mirae Asset Global Investments Co., Ltd. | 70,779 | +24,661 | $11.3M | +$3.8M | 53.5% |
| Freestone Grove Partners LP | 57,179 | +24,184 | $9.1M | +$3.8M | 73.3% |
| Concentric Capital Strategies, LP | 73,038 | +23,716 | $11.6M | +$3.6M | 48.1% |
| SCOTIA CAPITAL INC. | 27,835 | +21,293 | $4.4M | +$3.4M | 325.5% |
| STRS OHIO | 40,009 | +20,460 | $6.4M | +$3.2M | 104.7% |
| Corient Private Wealth LLC | 522,887 | +466,115 | $6.0M | -$3.2M | 821.0% |
| Union Bancaire Privee, UBP SA | 54,898 | +20,300 | $8.5M | +$3.0M | 58.7% |
| Hiddenite Capital Partners LP | 90,000 | +20,000 | $14.3M | +$3.0M | 28.6% |
| 1832 Asset Management L.P. | 41,440 | +17,533 | $6.6M | +$2.7M | 73.3% |
| CIBC Asset Management Inc | 45,605 | +17,570 | $7.3M | +$2.7M | 62.7% |
| Hood River Capital Management LLC | 150,321 | +19,077 | $23.9M | +$2.7M | 14.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 401,936 | +5,777 | $66.8M | +$2.6M | 1.4% |
| XTX Topco Ltd | 19,026 | +16,051 | $3.0M | +$2.5M | 539.5% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 396,729 | +21,922 | $63.2M | +$2.5M | 5.8% |
| TrueMark Investments, LLC | 48,273 | +15,926 | $7.7M | +$2.4M | 49.2% |
| PATTON FUND MANAGEMENT, INC. | 35,475 | +14,641 | $5.6M | +$2.3M | 70.3% |
| Donoghue Forlines LLC | 22,473 | +13,241 | $3.6M | +$2.1M | 143.4% |
| Elo Mutual Pension Insurance Co | 34,575 | +12,364 | $5.5M | +$1.9M | 55.7% |
| CITIGROUP INC | 292,321 | +16,127 | $46.5M | +$1.8M | 5.8% |
| AMERICAN CENTURY COMPANIES INC | 127,202 | +13,357 | $20.3M | +$1.8M | 11.7% |
| MEYER HANDELMAN CO | 114,870 | +12,917 | $18.3M | +$1.8M | 12.7% |
| Merit Financial Group, LLC | 22,003 | +10,932 | $3.5M | +$1.7M | 98.7% |
| CIBC WORLD MARKET INC. | 33,393 | +9,973 | $5.3M | +$1.5M | 42.6% |
| ENVESTNET ASSET MANAGEMENT INC | 378,204 | +15,694 | $60.2M | +$1.5M | 4.3% |
| Inspire Investing, LLC | 39,956 | +9,942 | $6.4M | +$1.5M | 33.1% |
| MEEDER ASSET MANAGEMENT INC | 8,996 | +8,912 | $1.4M | +$1.4M | 10609.5% |
| Empowered Funds, LLC | 183,178 | +11,234 | $29.2M | +$1.3M | 6.5% |
| Parallax Volatility Advisers, L.P. | 70,373 | +9,040 | $11.2M | +$1.3M | 14.7% |
| HighTower Advisors, LLC | 69,603 | +8,884 | $11.1M | +$1.2M | 14.6% |
| CREDIT AGRICOLE S A | 73,594 | +8,827 | $11.7M | +$1.2M | 13.6% |
| Counterpoint Mutual Funds LLC | 12,813 | +10,616 | $1.5M | +$1.2M | 483.2% |
| Investment Management Corp of Ontario | 16,757 | +7,625 | $2.7M | +$1.2M | 83.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 166,133 | +10,112 | $26.5M | +$1.2M | 6.5% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 162,000 | +10,000 | $25.8M | +$1.2M | 6.6% |
| ALLSTATE CORP | 14,638 | +7,426 | $2.3M | +$1.2M | 103.0% |
| SeaBridge Investment Advisors LLC | 12,273 | +7,372 | $2.0M | +$1.2M | 150.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 11,971 | +7,169 | $1.9M | +$1.1M | 149.3% |
| AXQ CAPITAL, LP | 10,115 | +6,911 | $1.6M | +$1.1M | 215.7% |
| AGF MANAGEMENT LTD | 14,077 | +6,951 | $2.2M | +$1.1M | 97.5% |
| Woodline Partners LP | 32,730 | +7,166 | $5.2M | +$1.1M | 28.0% |
| Global Retirement Partners, LLC | 9,362 | +6,658 | $1.5M | +$1.1M | 246.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 48,799 | +7,113 | $7.8M | +$1.0M | 17.1% |
| DARK FOREST CAPITAL MANAGEMENT LP | 12,196 | +6,460 | $1.9M | +$1.0M | 112.6% |
| AVIVA PLC | 171,117 | +9,022 | $27.2M | +$997.4K | 5.6% |
| National Pension Service | 603,646 | +4,346 | $96.1M | -$932.0K | 0.7% |
| KENNEDY CAPITAL MANAGEMENT LLC | 78,956 | +6,934 | $12.6M | +$909.1K | 9.6% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 34,268 | +6,169 | $5.5M | +$906.2K | 21.9% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 88,136 | +7,010 | $14.0M | +$896.4K | 8.6% |
| NewEdge Advisors, LLC | 45,435 | +6,195 | $7.2M | +$880.1K | 15.8% |
| Ashton Thomas Private Wealth, LLC | 19,913 | +5,638 | $3.2M | +$859.1K | 39.5% |
| State of Wyoming | 13,592 | +5,194 | $2.2M | +$804.3K | 61.8% |
| &PARTNERS | 13,253 | +5,117 | $2.1M | +$792.9K | 62.9% |
| Fairfield Financial Advisors, LTD | 18,638 | +5,208 | $3.0M | +$792.9K | 38.8% |
| Vident Advisory, LLC | 38,211 | +5,504 | $6.1M | +$787.9K | 16.8% |
| NEUBERGER BERMAN GROUP LLC | 336,018 | +759 | $53.5M | -$787.7K | 0.2% |
| Virtue Capital Management, LLC | 10,155 | +3,581 | $1.8M | +$759.3K | 54.5% |
| CAPTRUST FINANCIAL ADVISORS | 17,476 | +4,908 | $2.8M | +$747.5K | 39.0% |
| NEOS Investment Management LLC | 29,485 | +4,952 | $4.7M | +$722.1K | 20.2% |
| CastleKnight Management LP | 11,300 | +4,600 | $1.8M | +$714.3K | 68.7% |
| Axecap Investments, LLC | 19,341 | +4,713 | $3.1M | +$710.9K | 32.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 115,471 | +5,993 | $18.4M | +$673.2K | 5.5% |
| HANCOCK WHITNEY CORP | 24,298 | +4,470 | $3.9M | +$658.0K | 22.5% |
| MUFG Securities EMEA plc | 7,856 | +4,154 | $1.3M | +$651.5K | 112.2% |
| NATIONAL BANK OF CANADA /FI/ | 140,082 | +6,349 | $22.3M | +$648.3K | 4.7% |
| Sequoia Financial Advisors, LLC | 8,705 | +4,016 | $1.4M | +$626.9K | 85.6% |
| L2 Asset Management, LLC | 16,323 | +4,045 | $2.6M | +$610.9K | 32.9% |
| Vinva Investment Management Ltd | 24,700 | +4,378 | $4.0M | +$602.6K | 21.5% |
| Summit Financial, LLC | 5,465 | +3,774 | $870.2K | +$596.4K | 223.2% |
| Advisors Asset Management, Inc. | 10,670 | +3,823 | $1.7M | +$590.2K | 55.8% |
| Ameritas Advisory Services, LLC | 4,131 | +3,694 | $657.8K | +$587.1K | 845.3% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 68,200 | +4,700 | $10.9M | +$576.3K | 7.4% |
| VIRTUS ADVISERS, LLC | 4,168 | +4,043 | $548.3K | +$528.0K | 3234.4% |
| Andra AP-fonden | 140,700 | +5,507 | $22.4M | +$510.6K | 4.1% |
| JENNISON ASSOCIATES LLC | 510,565 | +5,436 | $81.3M | -$503.3K | 1.1% |
| Burns Matteson Capital Management, LLC | 6,072 | +3,165 | $966.9K | +$496.1K | 108.9% |
| Vontobel Holding Ltd. | 11,021 | +3,216 | $1.8M | +$491.0K | 41.2% |
| WELLS FARGO & COMPANY/MN | 375,567 | +3,407 | $59.8M | -$465.7K | 0.9% |
| Atria Investments, Inc | 28,759 | +3,322 | $4.6M | +$460.0K | 13.1% |
| Callan Family Office, LLC | 12,612 | +2,944 | $2.0M | +$442.7K | 30.4% |
| B. Metzler seel. Sohn & Co. AG | 8,165 | +2,858 | $1.3M | +$440.7K | 53.9% |
| Convergence Investment Partners, LLC | 19,457 | +3,011 | $3.1M | +$435.0K | 18.3% |
| Private Advisory Group LLC | 8,452 | +2,826 | $1.3M | +$434.8K | 50.2% |
| Rockefeller Capital Management L.P. | 139,626 | +4,988 | $22.2M | +$429.6K | 3.7% |
| Wealthspire Advisors, LLC | 3,073 | +2,604 | $489.3K | +$413.4K | 555.2% |
| MML INVESTORS SERVICES, LLC | 26,262 | +2,895 | $4.2M | +$397.7K | 12.4% |
| EAGLE GLOBAL ADVISORS LLC | 10,016 | +2,490 | $1.6M | +$376.1K | 33.1% |
| Kestra Advisory Services, LLC | 27,348 | +2,763 | $4.4M | +$373.4K | 11.2% |
| Aprio Wealth Management, LLC | 1,498 | +247 | $565.4K | +$362.8K | 19.7% |
| Cerity Partners LLC | 27,786 | +2,598 | $4.4M | +$345.4K | 10.3% |
| Steward Partners Investment Advisory, LLC | 63,373 | +3,168 | $10.1M | +$341.3K | 5.3% |
| Creative Planning | 151,295 | +486 | $24.1M | -$331.4K | 0.3% |
| Impact Partnership Wealth, LLC | 7,746 | +2,159 | $1.2M | +$328.6K | 38.6% |
| Canada Post Corp Registered Pension Plan | 8,348 | +2,250 | $1.3M | +$321.1K | 36.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 25,709 | +2,290 | $4.1M | +$301.2K | 9.8% |
| TRUIST FINANCIAL CORP | 52,610 | +2,717 | $8.4M | +$297.6K | 5.4% |
| Caprock Group, LLC | 8,111 | +1,263 | $1.3M | +$294.8K | 18.4% |
| PRINCIPAL FINANCIAL GROUP INC | 652,104 | +12,615 | $103.8M | +$278.2K | 2.0% |
| GUIDANCE CAPITAL, INC | 13,660 | +40 | $2.1M | -$256.4K | 0.3% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 28,160 | +2,027 | $4.5M | +$252.0K | 7.8% |
| J.W. COLE ADVISORS, INC. | 13,053 | +860 | $1.7M | -$242.4K | 7.0% |
| Chesley Taft & Associates LLC | 5,905 | +1,545 | $940.3K | +$234.2K | 35.4% |
| M&T Bank Corp | 33,566 | +1,984 | $5.3M | +$229.5K | 6.3% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 4,238 | +1,478 | $674.9K | +$227.9K | 53.5% |
| Concurrent Investment Advisors, LLC | 6,809 | +1,505 | $1.1M | +$225.2K | 28.4% |
| ProShare Advisors LLC | 44,449 | +2,101 | $7.1M | +$219.8K | 5.0% |
| TD PRIVATE CLIENT WEALTH LLC | 2,386 | +1,376 | $379.9K | +$216.4K | 136.2% |
| CASTLEARK MANAGEMENT LLC | 2,060 | +1,340 | $328.0K | +$211.4K | 186.1% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,950 | +1,400 | $1.1M | +$207.9K | 25.2% |
| Sowell Financial Services LLC | 5,243 | +1,345 | $834.9K | +$203.7K | 34.5% |
| ANB BANK | 3,199 | +1,310 | $509.4K | +$203.5K | 69.3% |
| Vanguard Personalized Indexing Management, LLC | 34,147 | +1,826 | $5.4M | +$202.9K | 5.6% |
| NBC SECURITIES, INC. | 5,651 | +1,330 | $899.9K | +$200.1K | 30.8% |
| GREENLEAF TRUST | 7,587 | +1,343 | $1.2M | +$196.9K | 21.5% |
| RATIONAL ADVISORS, INC. | 2,418 | +1,222 | $385.0K | +$191.3K | 102.2% |
| ALPS ADVISORS INC | 8,895 | +1,264 | $1.4M | +$180.6K | 16.6% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 32,739 | +1,630 | $5.2M | +$175.3K | 5.2% |
| FIL Ltd | 530,344 | +9,942 | $84.5M | +$172.9K | 1.9% |
| Cetera Investment Advisers | 115,651 | +2,990 | $18.4M | +$170.8K | 2.6% |
| Sterling Capital Management LLC | 1,347 | +1,058 | $214.5K | +$167.7K | 366.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 66,775 | +103 | $10.6M | -$164.3K | 0.1% |
| Qtron Investments LLC | 5,413 | +1,028 | $862.0K | +$151.8K | 23.4% |
| UMB Bank, n.a. | 1,730 | +963 | $275.5K | +$151.3K | 125.5% |
| Ausdal Financial Partners, Inc. | 4,002 | +969 | $637.4K | +$146.1K | 31.9% |
| Kestra Investment Management, LLC | 25,002 | +1,283 | $4.0M | +$140.0K | 5.4% |
| Federation des caisses Desjardins du Quebec | 7,468 | +980 | $1.2M | +$138.5K | 15.1% |
| 49 WEALTH MANAGEMENT, LLC | 3,492 | +912 | $556.0K | +$138.2K | 35.3% |
| FIRST AMERICAN BANK | 13,295 | +1,048 | $2.1M | +$133.7K | 8.6% |
| AlphaQuest LLC | 2,476 | +818 | $394.3K | +$125.8K | 49.3% |
| State of Tennessee, Department of Treasury | 90,729 | +4,489 | $13.8M | -$118.6K | 5.2% |
| Prestige Wealth Management Group LLC | 1,352 | +1,124 | $153.0K | +$116.1K | 493.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,637,726 | +82,162 | $910.3M | +$113.2K | 1.5% |
| BENJAMIN EDWARDS INC | 5,837 | +775 | $929.5K | +$109.7K | 15.3% |
| Frank, Rimerman Advisors LLC | 38,478 | +3 | $6.1M | -$103.8K | 0.0% |
| Smartleaf Asset Management LLC | 3,265 | +719 | $523.8K | +$102.8K | 28.2% |
| Maridea Wealth Management LLC | 3,172 | +742 | $505.2K | +$99.4K | 30.5% |
| EASTERN BANK | 2,454 | +654 | $390.8K | +$99.3K | 36.3% |
| Dorsey Wright & Associates | 95,193 | +992 | $15.2M | -$97.0K | 1.1% |
| Private Advisor Group, LLC | 7,229 | +715 | $1.2M | +$96.3K | 11.0% |
| Dynasty Wealth Management, LLC | 2,133 | +628 | $339.7K | +$95.9K | 41.7% |
| Advyzon Investment Management, LLC | 2,111 | +622 | $336.2K | +$95.0K | 41.8% |
| Stratos Wealth Partners, LTD. | 6,747 | +693 | $1.1M | +$93.9K | 11.4% |
| Czech National Bank | 50,533 | +1,405 | $8.0M | +$90.6K | 2.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,826 | +623 | $609.2K | +$90.5K | 19.4% |
| Battery Global Advisors, LLC | 162 | +149 | $92.5K | +$90.4K | 1146.2% |
| JONES FINANCIAL COMPANIES LLLP | 10,575 | +1,111 | $1.7M | +$89.2K | 11.7% |
| NorthCrest Asset Manangement, LLC | 33,915 | +757 | $5.5M | +$88.5K | 2.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,568 | +241 | $3.1M | -$85.6K | 1.2% |
| INTEGRITY ALLIANCE, LLC. | 2,280 | +561 | $363.1K | +$84.7K | 32.6% |
| Garrett Wealth Advisory Group, LLC | 5,540 | +605 | $882.2K | +$83.0K | 12.3% |
| Norinchukin Bank, The | 12,094 | +705 | $1.9M | +$81.4K | 6.2% |
| FIDELIS CAPITAL PARTNERS, LLC | 3,196 | +551 | $508.9K | +$80.6K | 20.8% |
| MILLER HOWARD INVESTMENTS INC /NY | 7,684 | +617 | $1.2M | +$79.1K | 8.7% |
| Rafferty Asset Management, LLC | 23,849 | +879 | $3.8M | +$77.7K | 3.8% |
| Brookstone Capital Management | 2,235 | +517 | $355.9K | +$77.7K | 30.1% |
| Friedenthal Financial | 6,266 | +582 | $997.8K | +$77.3K | 10.2% |
| Summit Trail Advisors, LLC | 14,206 | +708 | $2.3M | +$76.2K | 5.2% |
| Waverly Advisors, LLC | 1,818 | +495 | $289.5K | +$75.2K | 37.4% |
| Procyon Advisors, LLC | 46,829 | +1,231 | $7.5M | +$72.5K | 2.7% |
| Ethic Inc. | 3,375 | +503 | $537.4K | +$72.2K | 17.5% |
| Pathstone Holdings, LLC | 36,127 | +166 | $5.8M | -$71.0K | 0.5% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 26,330 | +10 | $4.2M | -$69.7K | 0.0% |
| Princeton Global Asset Management LLC | 980 | +440 | $156.1K | +$68.6K | 81.5% |
| Lido Advisors, LLC | 6,530 | +428 | $1.1M | +$67.5K | 7.0% |
| US BANCORP \DE\ | 30,900 | +934 | $4.9M | +$67.5K | 3.1% |
| ADVISORY RESEARCH INC | 11,113 | +589 | $1.8M | +$65.3K | 5.6% |
| Snowden Capital Advisors LLC | 2,339 | +435 | $372.5K | +$64.1K | 22.8% |
| OneDigital Investment Advisors LLC | 3,007 | +439 | $478.8K | +$63.0K | 17.1% |
| FORTEM FINANCIAL GROUP, LLC | 19,690 | +711 | $3.1M | +$61.8K | 3.7% |
| HUNTINGTON NATIONAL BANK | 2,466 | +422 | $392.7K | +$61.7K | 20.6% |
| Linden Thomas Advisory Services, LLC | 35,258 | +216 | $5.6M | -$60.6K | 0.6% |
| Solidarity Wealth, LLC | 23,878 | +34 | $3.8M | -$59.2K | 0.1% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6,026 | +452 | $960.2K | +$57.5K | 8.1% |
| Family Management Corp | 13,155 | +559 | $2.1M | +$54.9K | 4.4% |
| Comprehensive Financial Planning, Inc./PA | 1,453 | +353 | $231.4K | +$53.3K | 32.1% |
| HB Wealth Management, LLC | 7,282 | +435 | $1.2M | +$50.6K | 6.3% |
| BLAIR WILLIAM & CO/IL | 4,723 | +391 | $752.1K | +$50.6K | 9.0% |
| Spire Wealth Management | 3,371 | +367 | $536.8K | +$50.3K | 12.2% |
| WRIGHT INVESTORS SERVICE INC | 25,547 | +123 | $4.1M | -$49.3K | 0.5% |
| KINGSWOOD WEALTH ADVISORS, LLC | 1,870 | +333 | $297.8K | +$48.8K | 21.7% |
| MGO ONE SEVEN LLC | 6,376 | +404 | $1.0M | +$48.2K | 6.8% |
| Clearstead Advisors, LLC | 656 | +301 | $104.5K | +$47.0K | 84.8% |
| Jaffetilchin Investment Partners, LLC | 4,790 | +331 | $762.7K | +$40.6K | 7.4% |
| Moors & Cabot, Inc. | 2,387 | +1,150 | $240.8K | +$40.4K | 93.0% |
| Advisory Alpha, LLC | 3,166 | +394 | $504.3K | +$40.4K | 14.2% |
| Knights of Columbus Asset Advisors LLC | 22,691 | +617 | $3.6M | +$38.4K | 2.8% |
| Prime Capital Investment Advisors, LLC | 7,117 | +347 | $1.1M | +$36.9K | 5.1% |
| L & S Advisors Inc | 27,057 | +232 | $4.3M | -$35.8K | 0.9% |
| Financial Life Planners | 2,954 | +270 | $470.4K | +$35.7K | 10.1% |
| RHS Financial, LLC | 1,811 | +248 | $288.4K | +$35.3K | 15.9% |
| PERSONAL CFO SOLUTIONS, LLC | 2,685 | +260 | $427.5K | +$34.8K | 10.7% |
| Wedmont Private Capital | 2,555 | +5 | $380.5K | -$34.2K | 0.2% |
| Compound Planning, Inc. | 1,983 | +238 | $315.8K | +$33.2K | 13.6% |
| BROWN BROTHERS HARRIMAN & CO | 1,981 | +238 | $315.5K | +$33.2K | 13.7% |
| Advisory Services Network, LLC | 28,059 | +674 | $4.5M | +$33.1K | 2.5% |
| AFFINITY WEALTH MANAGEMENT LLC | 44,495 | +552 | $7.1M | -$31.2K | 1.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 240 | +183 | $38.2K | +$29.0K | 321.1% |
| EVENTIDE ASSET MANAGEMENT, LLC | 3,085 | +264 | $494.9K | +$28.5K | 9.3% |
| Wealthfront Advisers LLC | 7,571 | +301 | $1.2M | +$28.2K | 4.1% |
| MAI Capital Management | 1,716 | +203 | $273.2K | +$28.1K | 13.4% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 7,276 | +292 | $1.2M | +$27.6K | 4.2% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,439 | +199 | $388.3K | +$25.6K | 8.9% |
| EverSource Wealth Advisors, LLC | 3,256 | +212 | $518.5K | +$25.4K | 7.0% |
| SYON CAPITAL LLC | 5,670 | +250 | $902.9K | +$25.1K | 4.6% |
| Mutual Advisors, LLC | 10,900 | +159 | $1.7M | -$23.8K | 1.5% |
| Diversify Advisory Services, LLC | 1,999 | +128 | $303.9K | -$22.5K | 6.8% |
| Advisors Capital Management, LLC | 1,588 | +159 | $253.0K | +$21.5K | 11.1% |
| Optas, LLC | 1,476 | +156 | $235.0K | +$21.3K | 11.8% |
| MCF Advisors LLC | 148 | +119 | $23.6K | +$18.9K | 410.3% |
| Capital Planning Advisors, LLC | 6,838 | +227 | $1.1M | +$18.2K | 3.4% |
| KW WEALTH MANAGEMENT LLC | 3,280 | +165 | $522.3K | +$17.8K | 5.3% |
| BXM Wealth LLC | 1,662 | +137 | $264.7K | +$17.7K | 9.0% |
| BROWN ADVISORY INC | 3,093 | +159 | $492.6K | +$17.5K | 5.4% |
| Parkside Financial Bank & Trust | 1,551 | +134 | $247.0K | +$17.5K | 9.4% |
| World Investment Advisors | 4,142 | +351 | $630.4K | +$16.5K | 9.3% |
| GAMMA Investing LLC | 8,123 | +35 | $1.3M | -$16.3K | 0.4% |
| Capital Investment Advisors, LLC | 1,839 | +130 | $292.8K | +$16.1K | 7.6% |
| Deseret Mutual Benefit Administrators | 1,070 | +116 | $170.4K | +$15.9K | 12.2% |
| Greenfield Savings Bank | 8,434 | +239 | $1.3M | +$15.8K | 2.9% |
| Caldwell Trust Co | 1,720 | +120 | $273.9K | +$14.8K | 7.5% |
| Reliant Investment Partners, LLC | 2,589 | +23 | $412.3K | -$14.4K | 0.9% |
| CreativeOne Wealth, LLC | 3,737 | +151 | $595.1K | +$14.2K | 4.2% |
| Alberta Investment Management Corp | 30,700 | +600 | $4.9M | +$14.0K | 2.0% |
| Transce3nd, LLC | 176 | +12 | $27.5K | +$13.9K | 7.3% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 7,023 | +34 | $1.1M | -$13.5K | 0.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,914 | +297 | $2.1M | +$13.1K | 2.4% |
| OPPENHEIMER & CO INC | 17,046 | +363 | $2.7M | +$12.6K | 2.2% |
| SIGNATUREFD, LLC | 3,213 | +129 | $511.6K | +$12.2K | 4.2% |
| MassMutual Private Wealth & Trust, FSB | 1,018 | +91 | $162.1K | +$12.0K | 9.8% |
| Farther Finance Advisors, LLC | 11,408 | +117 | $1.8M | -$11.9K | 1.0% |
| Financial Partners Group, Inc | 1,325 | +4 | $202.2K | -$11.8K | 0.3% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 238,243 | +76,180 | $37.9K | +$11.7K | 47.0% |
| TRUST CO OF VERMONT | 1,003 | +88 | $159.7K | +$11.5K | 9.6% |
| Balefire, LLC | 5,194 | +20 | $827.1K | -$10.8K | 0.4% |
| Independent Advisor Alliance | 2,098 | +101 | $334.1K | +$10.7K | 5.0% |
| Meeder Advisory Services, Inc. | 4,920 | +147 | $783.5K | +$10.5K | 3.1% |
| Fairvoy Private Wealth, LLC | 13,157 | +156 | $2.1M | -$10.4K | 1.2% |
| Border to Coast Pensions Partnership Ltd | 232,623 | +65,888 | $37.1K | +$10.1K | 39.5% |
| Elite Wealth Management, Inc. | 3,431 | +119 | $546.4K | +$10.0K | 3.6% |
| Cullen/Frost Bankers, Inc. | 1,046 | +78 | $166.5K | +$9.8K | 8.1% |
| Cooper Financial Group | 5,021 | +27 | $799.6K | -$9.3K | 0.5% |
| Rossby Financial, LCC | 103 | +58 | $16.4K | +$9.1K | 128.9% |
| SVB WEALTH LLC | 2,056 | +90 | $327.4K | +$9.0K | 4.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,141 | +91 | $340.9K | +$8.9K | 4.4% |
| WT Wealth Management | 1,435 | +74 | $228.5K | +$8.1K | 5.4% |
| CVA Family Office, LLC | 57 | +48 | $9.1K | +$7.6K | 533.3% |
| Valeo Financial Advisors, LLC | 3,496 | +105 | $556.7K | +$7.5K | 3.1% |
| Blue Trust, Inc. | 904 | +61 | $144.0K | +$7.4K | 7.2% |
| Avior Wealth Management, LLC | 2,674 | +2 | $425.8K | -$6.9K | 0.1% |
| Charles Schwab Trust Co | 2,668 | +3 | $424.9K | -$6.7K | 0.1% |
| DAYMARK WEALTH PARTNERS, LLC | 3,150 | +11 | $501.6K | -$6.7K | 0.3% |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,892 | +72 | $301.3K | +$6.5K | 4.0% |
| Independence Bank of Kentucky | 1,798 | +70 | $286.3K | +$6.5K | 4.0% |
| QUADRANT CAPITAL GROUP LLC | 3,775 | +25 | $601.1K | -$6.2K | 0.7% |
| Aspen Grove Capital, LLC | 2,617 | +6 | $416.8K | -$6.1K | 0.2% |
| Stiles Financial Services Inc | 2,417 | +3 | $384.9K | -$6.1K | 0.1% |
| MONOGRAPH WEALTH ADVISORS, LLC | 2,517 | +4 | $400.8K | -$6.1K | 0.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,710 | +450 | $3.9M | +$5.9K | 1.9% |
| PDS Planning, Inc | 1,458 | +60 | $232.2K | +$5.8K | 4.3% |
| TriaGen Wealth Management LLC | 1,315 | +57 | $209.4K | +$5.7K | 4.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,200 | +3 | $350.3K | -$5.4K | 0.1% |
| MOODY LYNN & LIEBERSON, LLC | 2,008 | +1 | $319.8K | -$5.3K | 0.0% |
| GRANDFIELD & DODD, LLC | 2,716 | +16 | $432.5K | -$4.8K | 0.6% |
| Larson Financial Group LLC | 694 | +41 | $110.5K | +$4.8K | 6.3% |
| McIlrath & Eck, LLC | 2,361 | +68 | $376.0K | +$4.6K | 3.0% |
| TD Waterhouse Canada Inc. | 8,939 | +176 | $1.4M | +$4.6K | 2.0% |
| Sound Income Strategies, LLC | 386 | +10 | $58.7K | -$4.6K | 2.6% |
| Foundations Investment Advisors, LLC | 1,441 | +50 | $229.5K | +$4.1K | 3.6% |
| Legacy Financial Advisors, Inc. | 1,584 | +52 | $252.2K | +$4.1K | 3.4% |
| Barnes Dennig Private Wealth Management LLC | 109 | +26 | $17.4K | +$3.9K | 31.3% |
| Measured Wealth Private Client Group, LLC | 7,233 | +97 | $1.2M | -$3.9K | 1.4% |
| JFS WEALTH ADVISORS, LLC | 262 | +28 | $41.7K | +$3.8K | 12.0% |
| Brown Miller Wealth Management, LLC | 2,148 | +59 | $342.1K | +$3.8K | 2.8% |
| Quantum Financial Advisors, LLC | 1,472 | +2 | $234.3K | -$3.7K | 0.1% |
| Lifeworks Advisors, LLC | 1,418 | +2 | $225.8K | -$3.5K | 0.1% |
| AdvisorNet Financial, Inc | 83 | +22 | $13.2K | +$3.3K | 36.1% |
| Dogwood Wealth Management LLC | 24 | +21 | $3.8K | +$3.3K | 700.0% |
| Premier Path Wealth Partners, LLC | 1,465 | +4 | $233.3K | -$3.3K | 0.3% |
| CYBER HORNET ETFs LLC | 637 | +31 | $101.4K | +$3.3K | 5.1% |
| NEW WAVE WEALTH ADVISORS LLC | 2,280 | +58 | $363.1K | +$3.2K | 2.6% |
| CWM, LLC | 28,314 | +19,982 | $4.5K | +$3.2K | 239.8% |
| Silvant Capital Management LLC | 28,462 | +457 | $4.5M | -$3.1K | 1.6% |
| Vermillion & White Wealth Management Group, LLC | 78 | +19 | $12.4K | +$2.9K | 32.2% |
| Parallel Advisors, LLC | 2,449 | +58 | $390.1K | +$2.7K | 2.4% |
| TD Asset Management Inc | 84,308 | +1,427 | $13.4M | +$2.6K | 1.7% |
| CERTUITY, LLC | 1,461 | +8 | $232.7K | -$2.6K | 0.6% |
| SJS Investment Consulting Inc. | 43 | +16 | $6.8K | +$2.5K | 59.3% |
| Kathmere Capital Management, LLC | 1,292 | +36 | $205.7K | +$2.3K | 2.9% |
| Wealth Watch Advisors, INC | 18 | +14 | $2.9K | +$2.2K | 350.0% |
| Atlantic Edge Private Wealth Management, LLC | 100 | +15 | $15.9K | +$2.2K | 17.6% |
| GREAT LAKES ADVISORS, LLC | 2,581 | +57 | $410.9K | +$2.1K | 2.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 181 | +16 | $28.8K | +$2.1K | 9.7% |
| Orion Porfolio Solutions, LLC | 5,156 | +99 | $821.1K | +$2.1K | 1.9% |
| Prospera Financial Services Inc | 2,253 | +25 | $358.8K | -$2.0K | 1.1% |
| ELEVATION WEALTH PARTNERS, LLC | 29 | +12 | $4.6K | +$1.9K | 70.6% |
| United Community Bank | 2,401 | +29 | $382.3K | -$1.8K | 1.2% |
| Smallwood Wealth Investment Management, LLC | 82 | +12 | $13.1K | +$1.7K | 17.1% |
| Simplicity Wealth,LLC | 1,461 | +14 | $232.6K | -$1.7K | 1.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 477 | +18 | $76.0K | +$1.6K | 3.9% |
| Bay Harbor Wealth Management, LLC | 29 | +10 | $4.6K | +$1.5K | 52.6% |
| HORIZON FINANCIAL SERVICES, LLC | 43 | +10 | $6.8K | +$1.5K | 30.3% |
| ORG Partners LLC | 316 | +14 | $50.3K | +$1.4K | 4.6% |
| FINANCIAL CONSULATE, INC | 37 | +9 | $5.9K | +$1.4K | 32.1% |
| Aspect Partners, LLC | 709 | +4 | $112.9K | -$1.3K | 0.6% |
| Harvest Fund Management Co., Ltd | 15,893 | +7,407 | $2.5K | +$1.2K | 87.3% |
| Madison Wealth Partners, Inc | 1,420 | +31 | $226.1K | +$1.1K | 2.2% |
| Key Financial Inc | 325 | +12 | $51.8K | +$1.1K | 3.8% |
| Dunhill Financial, LLC | 15 | +6 | $2.4K | +$955 | 66.7% |
| High Note Wealth, LLC | 7 | +6 | $1.1K | +$953 | 600.0% |
| Park Square Financial Group, LLC | 51 | +17 | $4.6K | -$905 | 50.0% |
| Sachetta, LLC | 379 | +1 | $60.4K | -$900 | 0.3% |
| Midwest Trust Co | 3,116 | +47 | $496.2K | -$833 | 1.5% |
| Grandview Asset Management LLC | 1,544 | +30 | $246.0K | +$823 | 2.0% |
| TFC Financial Management, Inc. | 8 | +5 | $1.3K | +$788 | 166.7% |
| Rakuten Securities, Inc. | 9 | +5 | $1.4K | +$785 | 125.0% |
| SG Americas Securities, LLC | 37,284 | +5,089 | $5.9K | +$723 | 15.8% |
| Versant Capital Management, Inc | 2,968 | +54 | $472.6K | +$702 | 1.9% |
| FIRST CITIZENS BANK & TRUST CO | 1,731 | +25 | $275.6K | -$642 | 1.5% |
| Janney Montgomery Scott LLC | 27,275 | +4,265 | $4.3K | +$616 | 18.5% |
| Hughes Financial Services, LLC | 103 | +1 | $16.4K | -$603 | 1.0% |
| Keystone Financial Group, Inc. | 242 | +1 | $38.5K | -$553 | 0.4% |
| Bogart Wealth, LLC | 6 | +3 | $998 | +$469 | 100.0% |
| ROTHSCHILD INVESTMENT LLC | 81 | +4 | $12.9K | +$428 | 5.2% |
| VISION FINANCIAL MARKETS LLC | 129 | +1 | $20.4K | -$292 | 0.8% |
| Confluence Wealth Services, Inc. | 5,425 | +90 | $863.7K | -$278 | 1.7% |
| VAN ECK ASSOCIATES CORP | 3,490 | +1,353 | $556 | +$210 | 63.3% |
| Quaker Wealth Management, LLC | 3 | +1 | $478 | +$154 | 50.0% |
| HighMark Wealth Management LLC | 141 | +3 | $22.5K | +$151 | 2.2% |
| Kingsview Wealth Management, LLC | 1,555 | +27 | $247.6K | +$144 | 1.8% |
| Cambridge Investment Research Advisors, Inc. | 42,325 | +1,570 | $6.7K | +$140 | 3.9% |
| iA Global Asset Management Inc. | 26,456 | +1,284 | $4.2K | +$136 | 5.1% |
| Sunbelt Securities, Inc. | 1,035 | +18 | $164.9K | +$134 | 1.8% |
| Abound Wealth Management | 40 | +1 | $6.4K | +$125 | 2.6% |
| CHAPIN DAVIS, INC. | 3,424 | +58 | $545.2K | +$116 | 1.7% |
| STEVENS CAPITAL MANAGEMENT LP | 3,903 | +544 | $622 | +$78 | 16.2% |
| AMALGAMATED BANK | 44,926 | +309 | $7.2K | -$72 | 0.7% |
| Inscription Capital, LLC | 3,682 | +62 | $586.3K | +$64 | 1.7% |
| Capital Analysts, LLC | 2,271 | +329 | $362 | +$47 | 16.9% |
| Rialto Wealth Management, LLC | 46 | +1 | $7.3K | +$38 | 2.2% |
| GW&K Investment Management, LLC | 865 | +234 | $138 | +$36 | 37.1% |
| PARK AVENUE SECURITIES LLC | 9,546 | +332 | $1.5K | +$28 | 3.6% |
| HANTZ FINANCIAL SERVICES, INC. | 293 | +171 | $47 | +$27 | 140.2% |
| CX Institutional | 2,189 | +114 | $349 | +$13 | 5.5% |