13F QoQ Ownership Changes
NTRA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 184 new · 276 added · 315 reduced · 88 exited
New Positions(184)
Added To(276)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 12,854,334 | +1,225,420 | $2.94B | +$1.07B | 10.5% |
| FARALLON CAPITAL MANAGEMENT LLC | 8,167,818 | +3,914,366 | $1.58B | +$896.7M | 92.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 4,976,325 | +2,420,263 | $1.14B | +$728.6M | 94.7% |
| COATUE MANAGEMENT LLC | 2,633,334 | +2,463,008 | $603.3M | +$575.9M | 1446.0% |
| Castle Hook Partners LP | 2,167,869 | +420,621 | $496.6M | +$215.4M | 24.1% |
| AQR CAPITAL MANAGEMENT LLC | 2,599,299 | +199,234 | $595.5M | +$209.1M | 8.3% |
| NORGES BANK | 1,625,553 | +251,160 | $372.4M | +$197.9M | 18.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,179,939 | +620,954 | $270.3M | +$180.3M | 111.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,608,644 | +11,689 | $596.1M | +$178.4M | 0.5% |
| FMR LLC | 1,475,988 | +362,642 | $338.1M | +$158.9M | 32.6% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,047,963 | +20,927 | $469.2M | +$142.9M | 1.0% |
| Invesco Ltd. | 1,329,166 | +108,437 | $304.5M | +$108.0M | 8.9% |
| AGF MANAGEMENT LTD | 474,130 | +466,804 | $108.6M | +$107.4M | 6371.9% |
| D. E. Shaw & Co., Inc. | 553,607 | +421,450 | $126.8M | +$105.6M | 318.9% |
| FEDERATED HERMES, INC. | 1,019,195 | +222,161 | $233.5M | +$105.2M | 27.9% |
| Capital World Investors | 1,433,094 | +20,371 | $328.3M | +$100.9M | 1.4% |
| BANK OF AMERICA CORP /DE/ | 875,373 | +114,068 | $200.5M | +$78.0M | 15.0% |
| Robeco Institutional Asset Management B.V. | 343,768 | +338,100 | $78.8M | +$77.8M | 5965.1% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 407,653 | +284,066 | $93.4M | +$73.5M | 229.8% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 714,692 | +138,890 | $163.7M | +$71.0M | 24.1% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 521,750 | +152,736 | $119.5M | +$60.1M | 41.4% |
| TUDOR INVESTMENT CORP ET AL | 272,415 | +251,596 | $62.4M | +$59.1M | 1208.5% |
| NORTHERN TRUST CORP | 775,774 | +29,402 | $177.7M | +$57.6M | 3.9% |
| TWO SIGMA ADVISERS, LP | 307,700 | +211,000 | $70.5M | +$54.9M | 218.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 674,403 | +27,042 | $154.5M | +$50.3M | 4.2% |
| Driehaus Capital Management LLC | 625,912 | +39,744 | $143.4M | +$49.0M | 6.8% |
| National Pension Service | 217,837 | +208,565 | $49.9M | +$48.4M | 2249.4% |
| Bank of New York Mellon Corp | 652,931 | +14,041 | $149.6M | +$46.7M | 2.2% |
| PANAGORA ASSET MANAGEMENT INC | 393,420 | +116,951 | $90.1M | +$45.6M | 42.3% |
| WELLS FARGO & COMPANY/MN | 384,768 | +95,458 | $88.1M | +$41.6M | 33.0% |
| UBS Group AG | 438,857 | +71,355 | $100.5M | +$41.4M | 19.4% |
| Amundi | 333,211 | +66,529 | $76.3M | +$30.9M | 24.9% |
| Capital Impact Advisors, LLC | 178,567 | +113,508 | $40.9M | +$30.4M | 174.5% |
| Legal & General Group Plc | 363,121 | +27,136 | $83.2M | +$29.1M | 8.1% |
| Qube Research & Technologies Ltd | 367,864 | +16,168 | $84.3M | +$27.7M | 4.6% |
| AMERIPRISE FINANCIAL INC | 335,323 | +27,035 | $76.8M | +$27.2M | 8.8% |
| PEAK6 LLC | 139,703 | +106,703 | $32.0M | +$26.7M | 323.3% |
| IEQ CAPITAL, LLC | 209,753 | +57,028 | $48.1M | +$23.5M | 37.3% |
| DEUTSCHE BANK AG\ | 284,500 | +18,776 | $65.2M | +$22.4M | 7.1% |
| ENVESTNET ASSET MANAGEMENT INC | 205,875 | +16,599 | $47.2M | +$16.7M | 8.8% |
| HighTower Advisors, LLC | 75,936 | +66,896 | $17.4M | +$15.9M | 740.0% |
| JANE STREET GROUP, LLC | 187,541 | +18,447 | $43.0M | +$15.7M | 10.9% |
| CITIGROUP INC | 130,305 | +41,573 | $29.9M | +$15.6M | 46.9% |
| TD Asset Management Inc | 157,466 | +27,860 | $36.1M | +$15.2M | 21.5% |
| Sterling Capital Management LLC | 71,247 | +63,137 | $16.3M | +$15.0M | 778.5% |
| NEUBERGER BERMAN GROUP LLC | 197,071 | +8,591 | $45.1M | +$14.8M | 4.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 122,800 | +34,900 | $28.1M | +$14.0M | 39.7% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 65,717 | +48,728 | $15.1M | +$12.3M | 286.8% |
| LPL Financial LLC | 144,154 | +6,954 | $33.0M | +$10.9M | 5.1% |
| Walleye Capital LLC | 72,401 | +35,750 | $16.6M | +$10.7M | 97.5% |
| Jain Global LLC | 58,598 | +39,223 | $13.4M | +$10.3M | 202.4% |
| Mariner, LLC | 78,133 | +30,007 | $17.9M | +$10.2M | 62.4% |
| Erste Asset Management GmbH | 126,500 | +10,000 | $29.0M | +$10.0M | 8.6% |
| BNP PARIBAS FINANCIAL MARKETS | 139,916 | +1,094 | $32.1M | +$9.7M | 0.8% |
| Zweig-DiMenna Associates LLC | 134,800 | +2,300 | $30.9M | +$9.6M | 1.7% |
| BANK OF MONTREAL /CAN/ | 51,559 | +34,188 | $11.8M | +$9.0M | 196.8% |
| Cerity Partners LLC | 115,275 | +5,812 | $26.4M | +$8.8M | 5.3% |
| AVIVA PLC | 98,664 | +5,917 | $22.6M | +$7.7M | 6.4% |
| MEEDER ASSET MANAGEMENT INC | 31,915 | +31,879 | $7.3M | +$7.3M | 88552.8% |
| Brevan Howard Capital Management LP | 35,328 | +29,409 | $8.2M | +$7.2M | 496.9% |
| Gotham Asset Management, LLC | 81,266 | +9,640 | $18.6M | +$7.1M | 13.4% |
| Caisse de depot et placement du Quebec | 36,361 | +23,218 | $8.3M | +$6.2M | 176.7% |
| Russell Investments Group, Ltd. | 80,175 | +4,163 | $18.4M | +$6.1M | 5.5% |
| Voleon Capital Management LP | 32,659 | +22,524 | $7.5M | +$5.9M | 222.2% |
| TRUIST FINANCIAL CORP | 51,535 | +13,984 | $11.8M | +$5.8M | 37.2% |
| Graham Capital Management, L.P. | 25,747 | +22,644 | $5.9M | +$5.4M | 729.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 45,835 | +9,424 | $11.5M | +$5.3M | 25.9% |
| PARNASSUS INVESTMENTS, LLC | 70,828 | +2,592 | $16.2M | +$5.2M | 3.8% |
| DANSKE BANK A/S | 57,002 | +8,300 | $13.1M | +$5.2M | 17.0% |
| GDS Wealth Management | 73,340 | +1,223 | $16.8M | +$5.2M | 1.7% |
| Quantinno Capital Management LP | 56,543 | +7,970 | $13.0M | +$5.1M | 16.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 62,807 | +1,799 | $14.4M | +$4.6M | 2.9% |
| Rhenman & Partners Asset Management AB | 40,500 | +9,500 | $9.3M | +$4.3M | 30.6% |
| Creative Planning | 35,896 | +10,303 | $8.2M | +$4.1M | 40.3% |
| IFM Investors Pty Ltd | 25,135 | +574 | $5.8K | -$4.0M | 2.3% |
| PINNBROOK CAPITAL MANAGEMENT LP | 41,882 | +5,968 | $9.6M | +$3.8M | 16.6% |
| Swedbank AB | 48,184 | +3,014 | $11.0M | +$3.8M | 6.7% |
| Asset Management One Co., Ltd. | 49,260 | +1,739 | $11.4M | +$3.7M | 3.6% |
| Pictet Asset Management Holding SA | 50,883 | +1,447 | $11.7M | +$3.7M | 2.9% |
| NWAM LLC | 29,029 | +19,353 | $5.5M | +$3.6M | 200.0% |
| Mitsubishi UFJ Trust & Banking Corp | 52,154 | +48 | $11.9M | +$3.6M | 0.1% |
| KLP KAPITALFORVALTNING AS | 48,200 | +300 | $11.0M | +$3.3M | 0.6% |
| Korea Investment CORP | 45,426 | +1,323 | $10.4M | +$3.3M | 3.0% |
| STRS OHIO | 47,510 | +5 | $10.9M | +$3.2M | 0.0% |
| STIFEL FINANCIAL CORP | 35,402 | +5,012 | $8.1M | +$3.2M | 16.5% |
| OSAIC HOLDINGS, INC. | 24,623 | +9,666 | $5.6M | +$3.2M | 64.6% |
| Chicago Capital, LLC | 15,071 | +12,805 | $3.5M | +$3.1M | 565.1% |
| Vestmark Advisory Solutions, Inc. | 30,244 | +5,936 | $6.9M | +$3.0M | 24.4% |
| Lansforsakringar Fondforvaltning AB (publ) | 40,448 | +1,586 | $9.3M | +$3.0M | 4.1% |
| Tidal Investments LLC | 15,109 | +11,488 | $3.5M | +$2.9M | 317.3% |
| Andra AP-fonden | 28,200 | +4,600 | $6.5M | +$2.7M | 19.5% |
| CREDIT AGRICOLE S A | 36,807 | +373 | $8.4M | +$2.6M | 1.0% |
| Aubrey Capital Management Ltd | 21,400 | +5,200 | $4.9M | +$2.3M | 32.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 23,099 | +4,459 | $5.3M | +$2.3M | 23.9% |
| Cetera Investment Advisers | 26,478 | +5,066 | $5.7M | +$2.3M | 23.6% |
| E. Ohman J:or Asset Management AB | 29,795 | +1,232 | $6.8M | +$2.2M | 4.3% |
| VIRTUS ADVISERS, LLC | 16,508 | +12,346 | $2.9M | +$2.2M | 296.6% |
| Man Group plc | 24,869 | +2,710 | $5.7M | +$2.1M | 12.2% |
| QRG CAPITAL MANAGEMENT, INC. | 12,507 | +7,855 | $2.9M | +$2.1M | 168.8% |
| Pathstone Holdings, LLC | 23,758 | +2,778 | $5.4M | +$2.1M | 13.2% |
| Merit Financial Group, LLC | 18,720 | +4,610 | $4.3M | +$2.0M | 32.7% |
| XPONANCE, INC. | 27,178 | +854 | $6.2M | +$2.0M | 3.2% |
| Focus Partners Wealth | 17,180 | +4,891 | $3.9M | +$2.0M | 39.8% |
| BARCLAYS PLC | 197,388 | +1,951 | $33.3M | +$1.9M | 1.0% |
| CAPTRUST FINANCIAL ADVISORS | 19,591 | +3,132 | $4.5M | +$1.8M | 19.0% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 26,078 | +138 | $6.0M | +$1.8M | 0.5% |
| Investment Management Corp of Ontario | 11,927 | +5,819 | $2.7M | +$1.7M | 95.3% |
| NISA INVESTMENT ADVISORS, LLC | 22,448 | +923 | $5.1M | +$1.7M | 4.3% |
| Advisors Asset Management, Inc. | 15,452 | +3,695 | $3.5M | +$1.6M | 31.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,928 | +555 | $1.6M | +$1.6M | 8.7% |
| Guided Capital Wealth Management, LLC | 15,786 | +3,085 | $3.6M | +$1.6M | 24.3% |
| Faithward Advisors, LLC | 22,136 | +293 | $5.1M | +$1.6M | 1.3% |
| One Capital Management, LLC | 13,559 | +3,741 | $3.1M | +$1.5M | 38.1% |
| Future Fund LLC | 13,301 | +3,741 | $3.0M | +$1.5M | 39.1% |
| ALLSTATE CORP | 9,900 | +5,084 | $2.3M | +$1.5M | 105.6% |
| Empowered Funds, LLC | 14,724 | +2,998 | $3.4M | +$1.5M | 25.6% |
| Crawford Fund Management, LLC | 13,900 | +3,100 | $3.2M | +$1.4M | 28.7% |
| Baird Financial Group, Inc. | 11,338 | +3,913 | $2.6M | +$1.4M | 52.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12,333 | +3,464 | $2.8M | +$1.4M | 39.0% |
| JANUS HENDERSON GROUP PLC | 10,826 | +4,000 | $2.5M | +$1.4M | 58.6% |
| Pallas Capital Advisors LLC | 13,307 | +2,797 | $3.0M | +$1.4M | 26.6% |
| M&T Bank Corp | 9,808 | +4,235 | $2.2M | +$1.3M | 76.0% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 14,083 | +2,204 | $3.2M | +$1.3M | 18.6% |
| ASSETMARK, INC | 17,401 | +737 | $4.0M | +$1.3M | 4.4% |
| Rockingstone Advisors LLC | 17,018 | +622 | $3.9M | +$1.3M | 3.8% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 16,550 | +208 | $3.8M | +$1.2M | 1.3% |
| LAZARD ASSET MANAGEMENT LLC | 12,222 | +1,978 | $2.8M | +$1.2M | 19.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 12,742 | +1,568 | $2.9M | +$1.1M | 14.0% |
| ABN AMRO INVESTMENT SOLUTIONS | 6,463 | +4,263 | $1.5M | +$1.1M | 193.8% |
| Concurrent Investment Advisors, LLC | 7,022 | +3,911 | $1.6M | +$1.1M | 125.7% |
| Silvant Capital Management LLC | 15,524 | +122 | $3.6M | +$1.1M | 0.8% |
| Global Retirement Partners, LLC | 4,894 | +3,974 | $1.1M | +$973.1K | 431.9% |
| Calamos Advisors LLC | 8,222 | +2,445 | $1.9M | +$953.7K | 42.3% |
| Atria Investments, Inc | 13,580 | +127 | $3.1M | +$945.5K | 0.9% |
| Illinois Municipal Retirement Fund | 13,632 | +21 | $3.1M | +$932.0K | 0.1% |
| Vanguard Personalized Indexing Management, LLC | 13,252 | +166 | $3.0M | +$929.3K | 1.3% |
| MML INVESTORS SERVICES, LLC | 8,915 | +1,976 | $2.0M | +$925.4K | 28.5% |
| Huntleigh Advisors, Inc. | 11,412 | +570 | $2.6M | +$869.1K | 5.3% |
| Torray Investment Partners LLC | 12,100 | +200 | $2.8M | +$856.4K | 1.7% |
| Corient Private Wealth LLC | 9,173 | +1,049 | $2.1M | +$794.4K | 12.9% |
| CIBC Asset Management Inc | 5,971 | +2,207 | $1.4M | +$762.0K | 58.6% |
| MACKENZIE FINANCIAL CORP | 10,615 | +152 | $2.4M | +$752.2K | 1.4% |
| SIMPLEX TRADING, LLC | 3,271 | +1,633 | $749.4K | +$749.1K | 99.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 4,625 | +2,621 | $1.1M | +$737.0K | 130.8% |
| Quent Capital, LLC | 3,302 | +3,019 | $756.5K | +$710.9K | 1066.8% |
| NewEdge Advisors, LLC | 5,273 | +2,174 | $1.2M | +$709.1K | 70.2% |
| NorthCrest Asset Manangement, LLC | 6,652 | +1,312 | $1.6M | +$679.4K | 24.6% |
| Vontobel Holding Ltd. | 8,766 | +235 | $2.0M | +$635.0K | 2.8% |
| Precision Wealth Strategies, LLC | 5,794 | +1,319 | $1.3M | +$607.0K | 29.5% |
| GM Advisory Group, LLC | 5,775 | +1,261 | $1.3M | +$596.4K | 27.9% |
| Federation des caisses Desjardins du Quebec | 6,668 | +867 | $1.5M | +$593.6K | 14.9% |
| MetLife Investment Management, LLC | 8,386 | +73 | $1.9M | +$583.0K | 0.9% |
| BANK OF NOVA SCOTIA | 7,419 | +467 | $1.7M | +$580.4K | 6.7% |
| Dai-ichi Life Insurance Company, Ltd | 5,927 | +1,094 | $1.4M | +$579.8K | 22.6% |
| Caerus Investment Advisors, LLC | 4,154 | +1,824 | $951.6K | +$576.6K | 78.3% |
| Focus Partners Advisor Solutions, LLC | 11,321 | +781 | $2.6M | +$557.0K | 7.4% |
| Envestnet Portfolio Solutions, Inc. | 6,917 | +330 | $1.6M | +$524.3K | 5.0% |
| WADDELL & ASSOCIATES, LLC | 3,590 | +1,567 | $822.4K | +$496.8K | 77.5% |
| Maryland State Retirement & Pension System | 6,511 | +200 | $1.5M | +$475.7K | 3.2% |
| &PARTNERS | 4,583 | +1,121 | $1.0M | +$469.0K | 32.4% |
| Gordian Capital Singapore Pte Ltd | 5,700 | +400 | $1.3M | +$452.7K | 7.5% |
| PRINCIPAL SECURITIES, INC. | 2,513 | +1,654 | $575.7K | +$437.4K | 192.5% |
| Sequoia Financial Advisors, LLC | 3,442 | +1,239 | $788.5K | +$433.9K | 56.2% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 5,704 | +199 | $1.3M | +$420.6K | 3.6% |
| BLAIR WILLIAM & CO/IL | 5,835 | +119 | $1.3M | +$416.6K | 2.1% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 5,821 | +91 | $1.3M | +$411.2K | 1.6% |
| Ninepoint Partners LP | 2,726 | +1,358 | $624.5K | +$404.3K | 99.3% |
| Farther Finance Advisors, LLC | 2,373 | +1,489 | $543.6K | +$401.3K | 168.4% |
| Krilogy Financial LLC | 8,447 | +228 | $2.0M | +$395.9K | 2.8% |
| EverSource Wealth Advisors, LLC | 3,089 | +1,000 | $707.7K | +$371.4K | 47.9% |
| PNC Financial Services Group, Inc. | 4,730 | +305 | $1.1M | +$371.3K | 6.9% |
| Chicago Partners Investment Group LLC | 3,954 | +852 | $955.2K | +$367.2K | 27.5% |
| Waverly Advisors, LLC | 2,885 | +963 | $660.9K | +$351.5K | 50.1% |
| Callan Family Office, LLC | 3,742 | +561 | $857.3K | +$345.2K | 17.6% |
| Parcion Private Wealth LLC | 2,821 | +926 | $646.3K | +$341.2K | 48.9% |
| Sivia Capital Partners, LLC | 2,440 | +1,036 | $559.0K | +$333.0K | 73.8% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,153 | +134 | $951.4K | +$304.5K | 3.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,416 | +1,257 | $324.4K | +$298.8K | 790.6% |
| HB Wealth Management, LLC | 2,772 | +672 | $635.2K | +$297.1K | 32.0% |
| Colonial River Investments, LLC | 4,110 | +91 | $941.6K | +$294.6K | 2.3% |
| Clearstead Advisors, LLC | 2,055 | +934 | $470.8K | +$290.3K | 83.3% |
| Kovitz Investment Group Partners, LLC | 2,252 | +709 | $515.9K | +$267.5K | 45.9% |
| ROTHSCHILD INVESTMENT LLC | 2,564 | +558 | $587.5K | +$264.5K | 27.8% |
| Central Pacific Bank - Trust Division | 3,473 | +173 | $795.6K | +$264.4K | 5.2% |
| waypoint wealth counsel | 2,634 | +500 | $603.4K | +$259.9K | 23.4% |
| UniSuper Management Pty Ltd | 2,600 | +500 | $595.6K | +$257.6K | 23.8% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 2,838 | +230 | $705.9K | +$257.1K | 8.8% |
| Machina Capital S.A.S. | 2,304 | +581 | $527.8K | +$250.5K | 33.7% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,381 | +509 | $545.5K | +$244.1K | 27.2% |
| Compound Planning, Inc. | 2,524 | +371 | $578.2K | +$231.7K | 17.2% |
| EARNED WEALTH ADVISORS, LLC | 2,382 | +430 | $545.7K | +$231.5K | 22.0% |
| Snowden Capital Advisors LLC | 2,933 | +124 | $671.9K | +$219.8K | 4.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,351 | +366 | $538.6K | +$219.1K | 18.4% |
| BRIDGES INVESTMENT MANAGEMENT INC | 1,948 | +532 | $446.3K | +$218.3K | 37.6% |
| Silvercrest Asset Management Group LLC | 3,116 | +35 | $713.8K | +$217.9K | 1.1% |
| CHOREO, LLC | 2,211 | +350 | $508.4K | +$208.9K | 18.8% |
| Essex Financial Services, Inc. | 1,731 | +427 | $396.6K | +$186.7K | 32.7% |
| JOURNEY STRATEGIC WEALTH LLC | 2,166 | +202 | $496.2K | +$180.1K | 10.3% |
| SIGNATUREFD, LLC | 1,845 | +331 | $422.7K | +$179.0K | 21.9% |
| Crossmark Global Holdings, Inc. | 1,724 | +332 | $395.0K | +$170.9K | 23.9% |
| Alamea Verwaltungs GmbH | 2,229 | +62 | $515.2K | +$166.4K | 2.9% |
| Wedmont Private Capital | 1,617 | +151 | $411.4K | +$164.3K | 10.3% |
| Kera Capital Partners, Inc. | 1,659 | +296 | $383.5K | +$164.1K | 21.7% |
| FIRST CITIZENS BANK & TRUST CO | 2,102 | +82 | $481.5K | +$156.4K | 4.0% |
| MAI Capital Management | 2,180 | +47 | $499.4K | +$156.1K | 2.2% |
| Modera Wealth Management, LLC | 2,233 | +12 | $511.6K | +$154.0K | 0.5% |
| DDD Partners, LLC | 1,748 | +192 | $400.4K | +$150.0K | 12.3% |
| SYM FINANCIAL Corp | 1,839 | +152 | $421.3K | +$149.7K | 9.0% |
| NewEdge Wealth, LLC | 2,661 | +348 | $609.6K | +$147.2K | 15.0% |
| Aptus Capital Advisors, LLC | 1,568 | +245 | $359.2K | +$146.3K | 18.5% |
| LVW Advisors, LLC | 1,483 | +229 | $339.7K | +$137.9K | 18.3% |
| QTR Family Wealth, LLC | 1,596 | +351 | $337.8K | +$137.4K | 28.2% |
| Kaufman Rossin Wealth, LLC | 1,558 | +186 | $356.9K | +$136.1K | 13.6% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1,707 | +25 | $400.9K | +$130.1K | 1.5% |
| INSIGNEO ADVISORY SERVICES, LLC | 1,531 | +152 | $350.7K | +$128.8K | 11.0% |
| SYON CAPITAL LLC | 1,825 | +22 | $418.1K | +$127.9K | 1.2% |
| T. Rowe Price Investment Management, Inc. | 498,359 | +498,341 | $114.2K | +$114.2K | 2768561.1% |
| Savvy Advisors, Inc. | 1,541 | +46 | $353.0K | +$112.4K | 3.1% |
| Hilltop Holdings Inc. | 1,481 | +37 | $339.3K | +$106.8K | 2.6% |
| Manchester Capital Management LLC | 449 | +437 | $102.9K | +$100.9K | 3641.7% |
| LORD, ABBETT & CO. LLC | 1,219,045 | +110,715 | $279.3K | +$100.9K | 10.0% |
| Berbice Capital Management LLC | 525 | +375 | $120.3K | +$96.1K | 250.0% |
| GAMMA Investing LLC | 1,030 | +144 | $236.0K | +$93.3K | 16.3% |
| Smartleaf Asset Management LLC | 830 | +125 | $190.9K | +$75.9K | 17.7% |
| FIRST HORIZON CORP | 931 | +63 | $213.3K | +$73.6K | 7.3% |
| Parallel Advisors, LLC | 858 | +34 | $196.6K | +$63.9K | 4.1% |
| Steward Partners Investment Advisory, LLC | 917 | +7 | $210.1K | +$63.6K | 0.8% |
| LRI Investments, LLC | 683 | +105 | $156.4K | +$63.4K | 18.2% |
| True Wealth Design, LLC | 727 | +79 | $166.5K | +$62.2K | 12.2% |
| FIFTH THIRD BANCORP | 324 | +179 | $74.2K | +$50.9K | 123.4% |
| SBI Securities Co., Ltd. | 502 | +69 | $115.0K | +$45.3K | 15.9% |
| WPG Advisers, LLC | 373 | +86 | $85.5K | +$39.3K | 30.0% |
| ORG Partners LLC | 480 | +27 | $110.0K | +$37.0K | 6.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 166,084 | +148,977 | $38.1K | +$35.3K | 870.9% |
| SJS Investment Consulting Inc. | 144 | +141 | $33.0K | +$32.5K | 4700.0% |
| Versant Capital Management, Inc | 357 | +35 | $81.8K | +$30.0K | 10.9% |
| Hilltop National Bank | 345 | +35 | $79.0K | +$29.1K | 11.3% |
| HM PAYSON & CO | 211 | +77 | $48.3K | +$26.2K | 57.5% |
| Bank of Jackson Hole Trust | 163 | +83 | $37.3K | +$24.5K | 103.8% |
| Horizon Investments, LLC | 244 | +44 | $55.9K | +$23.7K | 22.0% |
| Sound Income Strategies, LLC | 270 | +45 | $62.4K | +$23.5K | 20.0% |
| HUNTINGTON NATIONAL BANK | 246 | +5 | $56.4K | +$17.6K | 2.1% |
| TD PRIVATE CLIENT WEALTH LLC | 78 | +74 | $17.9K | +$17.2K | 1850.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 82,315 | +70,400 | $18.9K | +$16.9K | 590.9% |
| Activest Wealth Management | 85 | +65 | $19.5K | +$16.2K | 325.0% |
| Handelsbanken Fonder AB | 161,000 | +29,700 | $36.9K | +$15.7K | 22.6% |
| WHITTIER TRUST CO OF NEVADA INC | 148 | +7 | $36.8K | +$13.2K | 5.0% |
| Bell Investment Advisors, Inc | 74 | +27 | $17.0K | +$9.4K | 57.4% |
| Root Financial Partners, LLC | 90 | +11 | $20.6K | +$7.9K | 13.9% |
| CWM, LLC | 82,933 | +12,008 | $19.0K | +$7.6K | 16.9% |
| Transamerica Financial Advisors, LLC | 57 | +18 | $13.1K | +$6.8K | 46.1% |
| Parkside Financial Bank & Trust | 74 | +4 | $17.0K | +$5.7K | 5.7% |
| JFS WEALTH ADVISORS, LLC | 41 | +12 | $9.4K | +$4.7K | 41.4% |
| HFM Investment Advisors, LLC | 20 | +18 | $4.6K | +$4.3K | 900.0% |
| Atlantic Union Bankshares Corp | 40 | +9 | $9.2K | +$4.2K | 29.0% |
| UMB Bank, n.a. | 51 | +4 | $11.7K | +$4.1K | 8.5% |
| Dogwood Wealth Management LLC | 14 | +11 | $3.2K | +$2.7K | 366.7% |
| Sunbelt Securities, Inc. | 28 | +5 | $6.4K | +$2.7K | 21.7% |
| Marquette Asset Management, LLC | 21 | +3 | $4.8K | +$1.9K | 16.7% |
| Bay Harbor Wealth Management, LLC | 10 | +6 | $2.3K | +$1.6K | 150.0% |
| Fortitude Family Office, LLC | 17 | +2 | $3.9K | +$1.5K | 13.3% |
| Physician Wealth Advisors, Inc. | 7 | +4 | $1.6K | +$1.1K | 133.3% |
| NKCFO LLC | 9,900 | +1,900 | $2.3K | +$980 | 23.8% |
| Daiwa Securities Group Inc. | 13,028 | +119 | $3.0K | +$907 | 0.9% |
| AMALGAMATED BANK | 11,106 | +153 | $2.5K | +$781 | 1.4% |
| DiNuzzo Private Wealth, Inc. | 10 | +1 | $2.3K | +$776 | 11.1% |
| Main Management ETF Advisors, LLC | 9,396 | +96 | $2.2K | +$656 | 1.0% |
| Dunhill Financial, LLC | 5 | +2 | $1.1K | +$651 | 66.7% |
| American Capital Advisory, LLC | 4 | +2 | $917 | +$595 | 100.0% |
| Penserra Capital Management LLC | 2,417 | +1,715 | $552 | +$439 | 244.3% |
| Rialto Wealth Management, LLC | 2 | +1 | $459 | +$298 | 100.0% |
| Janney Montgomery Scott LLC | 2,504 | +233 | $574 | +$208 | 10.3% |
| Employees Retirement System of Texas | 1,373 | +359 | $315 | +$152 | 35.4% |
| Janney Capital Management LLC | 1,421 | +25 | $326 | +$101 | 1.8% |
| HANTZ FINANCIAL SERVICES, INC. | 71 | +12 | $16 | +$7 | 20.3% |
| Avion Wealth | 19 | +6 | $4 | +$2 | 46.1% |