13F QoQ Ownership Changes
ODFL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 181 new · 324 added · 410 reduced · 114 exited
New Positions(181)
Added To(324)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 6,881,820 | +5,109,768 | $1.08B | +$829.6M | 288.4% |
| Boston Partners | 4,122,696 | +2,044,434 | $648.2M | +$355.6M | 98.4% |
| BlackRock, Inc. | 14,594,054 | +158,338 | $2.29B | +$256.1M | 1.1% |
| FRANKLIN RESOURCES INC | 1,822,304 | +1,004,609 | $285.7M | +$170.6M | 122.8% |
| GOLDMAN SACHS GROUP INC | 3,314,157 | +639,769 | $519.7M | +$143.2M | 23.9% |
| STATE STREET CORP | 7,746,286 | +70,736 | $1.21B | +$134.1M | 0.9% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 936,308 | +726,576 | $146.8M | +$117.3M | 346.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,001,214 | +9,564 | $781.2M | +$81.3M | 0.2% |
| Voya Investment Management LLC | 539,791 | +499,377 | $84.6M | +$78.9M | 1235.7% |
| UBS Group AG | 1,282,078 | +384,235 | $201.0M | +$74.6M | 42.8% |
| TD Asset Management Inc | 1,194,256 | +374,552 | $187.3M | +$71.9M | 45.7% |
| Epoch Investment Partners, Inc. | 753,997 | +400,079 | $118.2M | +$68.4M | 113.0% |
| Invesco Ltd. | 2,965,900 | +107,501 | $465.1M | +$62.6M | 3.8% |
| MARSHALL WACE, LLP | 361,845 | +356,764 | $56.7M | +$56.0M | 7021.5% |
| California Public Employees Retirement System | 862,738 | +258,062 | $135.3M | +$50.2M | 42.7% |
| BANK OF NOVA SCOTIA | 425,106 | +266,852 | $66.7M | +$44.4M | 168.6% |
| Amundi | 903,268 | +198,303 | $141.6M | +$40.9M | 28.1% |
| Capital World Investors | 2,375,101 | +5,048 | $372.4M | +$38.8M | 0.2% |
| PARNASSUS INVESTMENTS, LLC | 383,487 | +205,910 | $60.1M | +$35.1M | 116.0% |
| BARCLAYS PLC | 713,803 | +107,366 | $115.9M | +$30.5M | 17.7% |
| PRINCIPAL FINANCIAL GROUP INC | 418,747 | +159,788 | $65.7M | +$29.2M | 61.7% |
| Bristol Gate Capital Partners Inc. | 549,239 | +143,984 | $86.1M | +$29.1M | 35.5% |
| BNP PARIBAS FINANCIAL MARKETS | 702,400 | +108,335 | $110.1M | +$26.5M | 18.2% |
| NORGES BANK | 2,837,904 | +464,775 | $445.0M | -$26.4M | 19.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 451,948 | +119,046 | $70.9M | +$24.0M | 35.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,167,151 | +35,436 | $183.0M | +$23.7M | 3.1% |
| BROWN ADVISORY INC | 486,366 | +106,287 | $76.3M | +$22.8M | 28.0% |
| NATIONAL BANK OF CANADA /FI/ | 223,733 | +128,802 | $35.1M | +$21.7M | 135.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 323,288 | +116,379 | $50.8M | +$21.7M | 56.2% |
| ProShare Advisors LLC | 359,171 | +99,640 | $56.3M | +$19.8M | 38.4% |
| AVITY INVESTMENT MANAGEMENT INC. | 186,889 | +115,930 | $29.3M | +$19.3M | 163.4% |
| Fisher Funds Management LTD | 538,799 | +70,330 | $85.0M | +$19.1M | 15.0% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 115,538 | +26,500 | $18.1M | +$18.1M | 29.8% |
| Markel Group Inc. | 421,650 | +62,900 | $66.1M | +$15.6M | 17.5% |
| Gotham Asset Management, LLC | 148,405 | +88,895 | $23.3M | +$14.9M | 149.4% |
| Mediolanum International Funds Ltd | 95,647 | +80,102 | $15.2M | +$13.0M | 515.3% |
| Quantinno Capital Management LP | 134,376 | +73,758 | $21.1M | +$12.5M | 121.7% |
| Associated Banc-Corp | 125,788 | +73,606 | $19.7M | +$12.4M | 141.1% |
| Quantum Capital Management, LLC / NJ | 609,937 | +15,546 | $95.6M | +$12.0M | 2.6% |
| BRIDGES INVESTMENT MANAGEMENT INC | 691,568 | +3,943 | $108.4M | +$11.6M | 0.6% |
| AustralianSuper Pty Ltd | 75,005 | +67,898 | $11.8M | +$10.8M | 955.4% |
| AMERICAN CENTURY COMPANIES INC | 405,114 | +29,762 | $63.5M | +$10.7M | 7.9% |
| Partners Group Holding AG | 194,631 | +52,514 | $30.5M | +$10.5M | 37.0% |
| EVENTIDE ASSET MANAGEMENT, LLC | 610,644 | +3,965 | $95.8M | +$10.4M | 0.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 414,867 | +18,005 | $66.0M | +$10.2M | 4.5% |
| Sumitomo Mitsui Trust Group, Inc. | 494,041 | +15,313 | $77.5M | +$10.1M | 3.2% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 270,274 | +38,989 | $42.4M | +$9.8M | 16.9% |
| ALLIANCEBERNSTEIN L.P. | 242,972 | +40,894 | $38.1M | +$9.6M | 20.2% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 337,792 | +24,051 | $53.0M | +$8.8M | 7.7% |
| Sone Capital Management, LLC | 69,107 | +50,153 | $10.8M | +$8.2M | 264.6% |
| Caisse de depot et placement du Quebec | 333,148 | +19,879 | $52.2M | +$8.1M | 6.3% |
| National Pension Service | 295,637 | +19,028 | $46.4M | +$7.4M | 6.9% |
| Voleon Capital Management LP | 148,252 | +35,433 | $23.2M | +$7.4M | 31.4% |
| Erste Asset Management GmbH | 61,040 | +44,800 | $9.6M | +$7.3M | 275.9% |
| INTECH INVESTMENT MANAGEMENT LLC | 52,570 | +42,763 | $8.2M | +$6.9M | 436.0% |
| Mirae Asset Global Investments Co., Ltd. | 113,616 | +32,345 | $17.8M | +$6.4M | 39.8% |
| WEDGEWOOD PARTNERS INC | 120,051 | +31,504 | $18.8M | +$6.4M | 35.6% |
| BANK OF MONTREAL /CAN/ | 256,617 | +14,104 | $40.2M | +$6.1M | 5.8% |
| VICTORY CAPITAL MANAGEMENT INC | 183,443 | +20,790 | $28.8M | +$5.9M | 12.8% |
| Union Bancaire Privee, UBP SA | 40,561 | +37,808 | $6.2M | +$5.8M | 1373.3% |
| STRS OHIO | 125,664 | +26,408 | $19.7M | +$5.7M | 26.6% |
| NEOS Investment Management LLC | 110,863 | +26,794 | $17.4M | +$5.5M | 31.9% |
| Korea Investment CORP | 87,325 | +28,545 | $13.7M | +$5.4M | 48.6% |
| Edgestream Partners, L.P. | 90,976 | +27,395 | $14.3M | +$5.3M | 43.1% |
| 1832 Asset Management L.P. | 157,622 | +18,518 | $24.7M | +$5.1M | 13.3% |
| SUMMITRY LLC | 218,175 | +11,223 | $34.2M | +$5.1M | 5.4% |
| Vident Advisory, LLC | 106,790 | +20,795 | $16.7M | +$4.6M | 24.2% |
| CIBC Asset Management Inc | 88,343 | +20,217 | $13.9M | +$4.3M | 29.7% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 60,112 | +20,000 | $9.4M | +$3.8M | 49.9% |
| Harber Asset Management LLC | 55,884 | +18,680 | $8.8M | +$3.5M | 50.2% |
| Aberdeen Group plc | 117,589 | +11,410 | $18.4M | +$3.5M | 10.7% |
| WEITZ INVESTMENT MANAGEMENT, INC. | 208,800 | +300 | $32.7M | +$3.4M | 0.1% |
| Woodline Partners LP | 31,490 | +20,340 | $4.9M | +$3.4M | 182.4% |
| Vest Financial, LLC | 136,759 | +7,738 | $21.4M | +$3.3M | 6.0% |
| Banco Santander, S.A. | 37,466 | +16,955 | $5.9M | +$3.0M | 82.7% |
| Creative Planning | 103,873 | +9,305 | $16.3M | +$3.0M | 9.8% |
| Twin Tree Management, LP | 102,979 | +8,979 | $16.1M | +$2.9M | 9.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 132,503 | +5,609 | $20.8M | +$2.9M | 4.4% |
| AVIVA PLC | 157,050 | +2,691 | $24.6M | +$2.9M | 1.7% |
| Inspire Investing, LLC | 38,882 | +15,808 | $6.1M | +$2.8M | 68.5% |
| GATEWAY INVESTMENT ADVISERS LLC | 91,552 | +8,857 | $14.4M | +$2.7M | 10.7% |
| DNB Asset Management AS | 70,353 | +10,459 | $11.0M | +$2.6M | 17.5% |
| Financial Engines Advisors L.L.C. | 99,577 | +6,707 | $15.6M | +$2.5M | 7.2% |
| NEUBERGER BERMAN GROUP LLC | 68,695 | +9,964 | $10.8M | +$2.5M | 17.0% |
| Kovitz Investment Group Partners, LLC | 19,300 | +13,805 | $3.0M | +$2.3M | 251.2% |
| Ensign Peak Advisors, Inc | 85,101 | +5,972 | $13.3M | +$2.2M | 7.5% |
| WESTPAC BANKING CORP | 14,475 | +13,200 | $2.3M | +$2.1M | 1035.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 127,474 | +58 | $20.0M | +$2.1M | 0.0% |
| SIRIOS CAPITAL MANAGEMENT L P | 116,541 | +1,226 | $18.3M | +$2.0M | 1.1% |
| Karani Asset Management LLC | 32,991 | +10,336 | $5.2M | +$2.0M | 45.6% |
| TRUIST FINANCIAL CORP | 90,980 | +2,861 | $14.3M | +$1.9M | 3.2% |
| DANSKE BANK A/S | 85,171 | +3,380 | $13.4M | +$1.8M | 4.1% |
| Moran Wealth Management, LLC | 35,113 | +8,664 | $5.5M | +$1.8M | 32.8% |
| LOGAN CAPITAL MANAGEMENT INC | 90,509 | +2,312 | $14.2M | +$1.8M | 2.6% |
| Waverly Advisors, LLC | 12,998 | +9,993 | $2.0M | +$1.6M | 332.5% |
| Avanza Fonder AB | 25,176 | +8,129 | $3.9M | +$1.5M | 47.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 23,296 | +7,893 | $3.7M | +$1.5M | 51.2% |
| Investment Management Corp of Ontario | 17,464 | +8,520 | $2.7M | +$1.5M | 95.3% |
| Bensler, LLC | 57,850 | +3,779 | $9.1M | +$1.5M | 7.0% |
| WHITTIER TRUST CO OF NEVADA INC | 51,543 | +257 | $8.7M | +$1.5M | 0.5% |
| JOHNSON INVESTMENT COUNSEL INC | 10,646 | +9,086 | $1.7M | +$1.4M | 582.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 33,509 | +6,174 | $5.3M | +$1.4M | 22.6% |
| WINTON GROUP Ltd | 15,497 | +8,016 | $2.4M | +$1.4M | 107.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 61,759 | +2,509 | $9.7M | +$1.3M | 4.2% |
| Swedbank AB | 78,389 | +353 | $12.3M | +$1.3M | 0.5% |
| QRG CAPITAL MANAGEMENT, INC. | 20,937 | +6,790 | $3.3M | +$1.3M | 48.0% |
| Bell Asset Management Ltd | 27,308 | +5,576 | $4.3M | +$1.3M | 25.6% |
| NOMURA ASSET MANAGEMENT CO LTD | 78,241 | +19 | $12.3M | +$1.3M | 0.0% |
| Roundview Capital LLC | 23,442 | +6,247 | $3.7M | +$1.3M | 36.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 54,748 | +2,500 | $8.6M | +$1.2M | 4.8% |
| Mariner, LLC | 70,759 | +586 | $11.1M | +$1.2M | 0.8% |
| M&T Bank Corp | 15,204 | +6,582 | $2.4M | +$1.2M | 76.3% |
| SHELTON CAPITAL MANAGEMENT | 24,901 | +5,327 | $3.9M | +$1.1M | 27.2% |
| KLP KAPITALFORVALTNING AS | 68,000 | +400 | $10.7M | +$1.1M | 0.6% |
| Lombard Odier Asset Management (USA) Corp | 9,781 | +6,886 | $1.5M | +$1.1M | 237.8% |
| Value Partners Investments Inc. | 20,103 | +5,610 | $3.2M | +$1.1M | 38.7% |
| USS Investment Management Ltd | 42,020 | +3,000 | $6.6M | +$1.1M | 7.7% |
| Walleye Trading LLC | 43,876 | +2,756 | $6.9M | +$1.1M | 6.7% |
| MACKENZIE FINANCIAL CORP | 26,131 | +4,168 | $4.2M | +$1.1M | 19.0% |
| ALLSTATE CORP | 12,776 | +6,019 | $2.0M | +$1.1M | 89.1% |
| NOMURA HOLDINGS INC | 15,504 | +5,641 | $2.4M | +$1.0M | 57.2% |
| Tower Research Capital LLC (TRC) | 16,943 | +5,321 | $2.7M | +$1.0M | 45.8% |
| Vanguard Personalized Indexing Management, LLC | 30,772 | +3,746 | $4.8M | +$1.0M | 13.9% |
| Motley Fool Asset Management LLC | 21,739 | +4,747 | $3.4M | +$1.0M | 27.9% |
| Kinsale Capital Group, Inc. | 42,342 | +2,367 | $6.6M | +$1.0M | 5.9% |
| Vestmark Advisory Solutions, Inc. | 7,816 | +6,198 | $1.2M | +$997.8K | 383.1% |
| NISA INVESTMENT ADVISORS, LLC | 52,758 | +1,080 | $8.3M | +$997.2K | 2.1% |
| Czech National Bank | 48,520 | +1,547 | $7.6M | +$995.1K | 3.3% |
| GF FUND MANAGEMENT CO. LTD. | 44,106 | +2,018 | $6.9M | +$990.7K | 4.8% |
| CAPTRUST FINANCIAL ADVISORS | 11,930 | +5,510 | $1.9M | +$966.9K | 85.8% |
| Sequoia Financial Advisors, LLC | 11,088 | +5,479 | $1.7M | +$949.0K | 97.7% |
| Corient Private Wealth LLC | 101,399 | +17,552 | $12.7M | +$921.8K | 20.9% |
| GUGGENHEIM CAPITAL LLC | 52,053 | +562 | $8.2M | +$913.0K | 1.1% |
| Wealthfront Advisers LLC | 29,059 | +2,911 | $4.6M | +$875.3K | 11.1% |
| CI INVESTMENTS INC. | 5,568 | +3,136 | $873.1K | +$872.7K | 128.9% |
| Capital Investment Counsel, Inc | 16,443 | +4,141 | $2.6M | +$846.4K | 33.7% |
| PNC Financial Services Group, Inc. | 25,947 | +2,408 | $4.1M | +$754.7K | 10.2% |
| OPPENHEIMER & CO INC | 6,870 | +4,298 | $1.1M | +$715.1K | 167.1% |
| Caprock Group, LLC | 15,103 | +4,136 | $2.4M | +$712.5K | 37.7% |
| MUFG Securities EMEA plc | 7,543 | +4,003 | $1.2M | +$684.4K | 113.1% |
| XPONANCE, INC. | 29,084 | +1,523 | $4.6M | +$680.3K | 5.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17,035 | +1,151 | $2.9M | +$631.6K | 7.2% |
| Ethic Inc. | 8,698 | +3,386 | $1.4M | +$616.1K | 63.7% |
| Balyasny Asset Management L.P. | 5,546 | +3,612 | $869.6K | +$597.3K | 186.8% |
| Pacer Advisors, Inc. | 30,469 | +766 | $4.8M | +$596.0K | 2.6% |
| Peterson Wealth Services | 18,053 | +16,395 | $2.8M | +$580.3K | 988.8% |
| MIDDLETON & CO INC/MA | 26,688 | +999 | $4.2M | +$568.2K | 3.9% |
| Man Group plc | 14,636 | +2,311 | $2.3M | +$559.8K | 18.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 19,664 | +1,233 | $3.1M | +$556.5K | 6.7% |
| Atria Investments, Inc | 11,671 | +2,488 | $1.8M | +$537.3K | 27.1% |
| GARRISON BRADFORD & ASSOCIATES INC | 32,360 | +125 | $5.1M | +$536.0K | 0.4% |
| Davidson Kahn Capital Management, LLC | 20,292 | +1,434 | $3.2M | +$527.0K | 7.6% |
| MML INVESTORS SERVICES, LLC | 11,059 | +2,427 | $1.7M | +$518.9K | 28.1% |
| One Wealth Advisors, LLC | 7,371 | +2,735 | $1.2M | +$503.1K | 59.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 15,971 | +1,634 | $2.5M | +$486.0K | 11.4% |
| AE Wealth Management LLC | 8,214 | +2,489 | $1.3M | +$482.1K | 43.5% |
| LVW Advisors, LLC | 6,193 | +2,687 | $971.1K | +$477.5K | 76.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 14,223,960 | +1,761,511 | $2.2M | +$475.9K | 14.1% |
| CERTUITY, LLC | 7,785 | +2,443 | $1.2M | +$468.6K | 45.7% |
| Regal Investment Advisors LLC | 21,281 | +868 | $3.3M | +$463.2K | 4.3% |
| TD PRIVATE CLIENT WEALTH LLC | 3,441 | +2,746 | $539.5K | +$441.7K | 395.1% |
| CreativeOne Wealth, LLC | 9,683 | +2,025 | $1.5M | +$440.1K | 26.4% |
| Merit Financial Group, LLC | 4,438 | +2,618 | $695.9K | +$439.7K | 143.8% |
| Candriam S.C.A. | 16,278 | +1,249 | $2.6M | +$436.7K | 8.3% |
| K.J. Harrison & Partners Inc | 9,181 | +2,000 | $1.4M | +$429.9K | 27.9% |
| PROFUND ADVISORS LLC | 18,128 | +902 | $2.8M | +$417.4K | 5.2% |
| Jefferies Financial Group Inc. | 9,398 | +1,841 | $1.5M | +$409.7K | 24.4% |
| Rockefeller Capital Management L.P. | 7,158 | +2,084 | $1.1M | +$408.0K | 41.1% |
| Norinchukin Bank, The | 15,416 | +1,109 | $2.4M | +$403.1K | 7.8% |
| Horizon Investments, LLC | 13,601 | +1,222 | $2.1M | +$389.9K | 9.9% |
| MGO ONE SEVEN LLC | 19,795 | +460 | $3.1M | +$381.9K | 2.4% |
| JANUS HENDERSON GROUP PLC | 19,843 | +363 | $3.1M | +$369.2K | 1.9% |
| US BANCORP \DE\ | 20,302 | +227 | $3.2M | +$357.3K | 1.1% |
| Orion Porfolio Solutions, LLC | 19,526 | +281 | $3.1M | +$352.3K | 1.5% |
| Robeco Institutional Asset Management B.V. | 6,444 | +1,697 | $1.0M | +$342.1K | 35.7% |
| Johnson Financial Group, Inc. | 10,539 | +1,218 | $1.7M | +$340.3K | 13.1% |
| Nicholas Investment Partners, LP | 6,589 | +1,619 | $1.0M | +$333.5K | 32.6% |
| HANCOCK WHITNEY CORP | 7,209 | +1,507 | $1.1M | +$327.6K | 26.4% |
| Advisory Services Network, LLC | 7,017 | +1,524 | $1.1M | +$326.9K | 27.7% |
| RiverPark Advisors, LLC | 6,233 | +1,513 | $977.3K | +$312.9K | 32.0% |
| Vontobel Holding Ltd. | 8,301 | +1,276 | $1.3M | +$312.6K | 18.2% |
| BAM Wealth Management, LLC | 5,827 | +1,408 | $913.7K | +$291.6K | 31.9% |
| Westerkirk Capital Inc. | 5,000 | +1,500 | $784.0K | +$291.3K | 42.9% |
| HB Wealth Management, LLC | 14,296 | +442 | $2.2M | +$291.2K | 3.2% |
| Curi Capital, LLC | 16,321 | +15 | $2.6M | +$263.5K | 0.1% |
| Cherokee Insurance Co | 5,700 | +1,200 | $893.8K | +$260.3K | 26.7% |
| Choate Investment Advisors | 13,420 | +286 | $2.1M | +$255.3K | 2.2% |
| Callan Family Office, LLC | 4,985 | +1,204 | $781.7K | +$249.4K | 31.8% |
| Ameritas Investment Partners, Inc. | 12,340 | +275 | $1.9M | +$236.4K | 2.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,870 | +1,433 | $293.2K | +$231.7K | 327.9% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 12,441 | +163 | $2.0M | +$222.2K | 1.3% |
| Perpetual Ltd | 4,684 | +998 | $734.5K | +$215.5K | 27.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | 7,111 | +664 | $1.1M | +$207.3K | 10.3% |
| Wealthspire Advisors, LLC | 1,677 | +1,253 | $263.0K | +$203.3K | 295.5% |
| Canada Post Corp Registered Pension Plan | 4,020 | +980 | $630.3K | +$201.6K | 32.2% |
| BRADLEY FOSTER & SARGENT INC/CT | 3,555 | +1,010 | $557.4K | +$199.1K | 39.7% |
| Linden Thomas Advisory Services, LLC | 9,469 | +301 | $1.5M | +$194.1K | 3.3% |
| CIM, LLC | 8,133 | +448 | $1.3M | +$193.4K | 5.8% |
| Portfolio Design Labs, LLC | 9,717 | +221 | $1.5M | +$186.8K | 2.3% |
| Envestnet Portfolio Solutions, Inc. | 4,462 | +800 | $699.6K | +$184.1K | 21.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,806 | +985 | $440.0K | +$183.6K | 54.1% |
| Ascent Group, LLC | 8,810 | +246 | $1.4M | +$175.8K | 2.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,394 | +952 | $375.4K | +$172.4K | 66.0% |
| Advisory Alpha, LLC | 3,914 | +744 | $613.7K | +$168.0K | 23.5% |
| Evernest Financial Advisors, LLC | 3,004 | +4 | $589.1K | +$166.8K | 0.1% |
| Vise Technologies, Inc. | 3,568 | +774 | $559.5K | +$166.2K | 27.7% |
| SYON CAPITAL LLC | 2,394 | +887 | $375.4K | +$163.2K | 58.9% |
| Cynosure Group, LLC | 3,284 | +757 | $514.9K | +$159.2K | 29.9% |
| Stonehage Fleming Financial Services Holdings Ltd | 3,789 | +678 | $594.1K | +$156.1K | 21.8% |
| China Universal Asset Management Co., Ltd. | 5,917 | +369 | $927.8K | +$146.7K | 6.7% |
| Smart Money Group LLC | 6,640 | +277 | $1.0M | +$145.5K | 4.3% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 9,722 | +1,182 | $1.5M | +$138.4K | 13.8% |
| TEMA ETFS LLC | 3,550 | +490 | $556.6K | +$125.9K | 16.0% |
| OneDigital Investment Advisors LLC | 2,639 | +576 | $413.8K | +$123.4K | 27.9% |
| TRANSCEND CAPITAL ADVISORS, LLC | 3,040 | +519 | $476.7K | +$121.8K | 20.6% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5,230 | +240 | $820.1K | +$117.6K | 4.8% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 6,787 | +54 | $1.1M | +$116.3K | 0.8% |
| Meeder Advisory Services, Inc. | 2,363 | +551 | $370.5K | +$115.4K | 30.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,119 | +451 | $489.1K | +$113.5K | 16.9% |
| Global Retirement Partners, LLC | 5,379 | +186 | $843.5K | +$112.3K | 3.6% |
| Verdence Capital Advisors LLC | 5,181 | +60 | $812.4K | +$112.2K | 1.2% |
| T. Rowe Price Investment Management, Inc. | 3,680,719 | +365,424 | $577.1K | +$110.4K | 11.0% |
| BROADWATER CAPITAL MANAGEMENT LLC | 13,584 | +12,984 | $127.9K | -$110.1K | 2164.0% |
| Values First Advisors, Inc. | 6,531 | +8 | $1.0M | +$105.8K | 0.1% |
| Venturi Wealth Management, LLC | 1,949 | +523 | $305.6K | +$104.9K | 36.7% |
| Crestwood Advisors Group, LLC | 3,186 | +376 | $499.6K | +$104.0K | 13.4% |
| BENJAMIN EDWARDS INC | 4,671 | +205 | $732.4K | +$103.6K | 4.6% |
| EverSource Wealth Advisors, LLC | 2,853 | +375 | $447.4K | +$98.5K | 15.1% |
| HighPoint Advisor Group LLC | 4,337 | +192 | $680.1K | +$96.6K | 4.6% |
| Howard Capital Management Inc. | 4,898 | +111 | $768.0K | +$94.1K | 2.3% |
| Farther Finance Advisors, LLC | 2,520 | +378 | $395.1K | +$93.6K | 17.6% |
| NewEdge Wealth, LLC | 3,336 | +258 | $523.1K | +$89.8K | 8.4% |
| E Fund Management (Hong Kong) Co., Ltd. | 626 | +433 | $116.5K | +$89.3K | 224.3% |
| SUMMIT SECURITIES GROUP LLC | 591 | +566 | $92.7K | +$89.1K | 2264.0% |
| J.W. COLE ADVISORS, INC. | 4,846 | +243 | $727.5K | +$79.5K | 5.3% |
| Catalyst Capital Advisors LLC | 599 | +494 | $93.9K | +$79.1K | 470.5% |
| NORDEN GROUP LLC | 2,456 | +275 | $385.1K | +$78.1K | 12.6% |
| MARATHON CAPITAL MANAGEMENT | 1,817 | +344 | $284.9K | +$77.5K | 23.4% |
| one8zero8, LLC | 2,955 | +200 | $463.3K | +$75.5K | 7.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4,467 | +1 | $700.6K | +$72.1K | 0.0% |
| ICICI Prudential Asset Management Co Ltd | 3,355 | +128 | $526.1K | +$71.8K | 4.0% |
| Diversified Trust Co | 3,883 | +65 | $608.9K | +$71.4K | 1.7% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2,469 | +213 | $387.1K | +$69.5K | 9.4% |
| Clearstead Advisors, LLC | 677 | +399 | $106.2K | +$67.0K | 143.5% |
| Jacobi Capital Management LLC | 3,188 | +102 | $499.9K | +$65.4K | 3.3% |
| Larson Financial Group LLC | 443 | +394 | $69.5K | +$62.6K | 804.1% |
| Fiduciary Trust Co | 2,043 | +212 | $320.3K | +$62.6K | 11.6% |
| Pinnacle Wealth Planning Services, Inc. | 1,741 | +244 | $273.0K | +$62.2K | 16.3% |
| ICW Investment Advisors LLC | 2,806 | +114 | $440.0K | +$61.0K | 4.2% |
| CNB Bank | 3,127 | +71 | $490.3K | +$60.1K | 2.3% |
| Retirement Planning Group, LLC | 2,963 | +80 | $464.6K | +$58.7K | 2.8% |
| MassMutual Private Wealth & Trust, FSB | 2,374 | +141 | $372.2K | +$57.9K | 6.3% |
| GAMMA Investing LLC | 2,556 | +119 | $400.8K | +$57.7K | 4.9% |
| PDS Planning, Inc | 1,686 | +214 | $264.4K | +$57.1K | 14.5% |
| Modera Wealth Management, LLC | 2,765 | +72 | $433.6K | +$54.6K | 2.7% |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,829 | +137 | $286.8K | +$48.6K | 8.1% |
| DEARBORN PARTNERS LLC | 2,234 | +84 | $350.3K | +$47.6K | 3.9% |
| PINNACLE ASSOCIATES LTD | 2,715 | +11 | $425.7K | +$45.0K | 0.4% |
| ANGELES WEALTH MANAGEMENT, LLC | 2,130 | +74 | $334.0K | +$44.5K | 3.6% |
| Prestige Wealth Management Group LLC | 262 | +223 | $44.8K | +$39.3K | 571.8% |
| Versant Capital Management, Inc | 265 | +248 | $41.6K | +$39.2K | 1458.8% |
| B. Riley Wealth Advisors, Inc. | 1,682 | +83 | $263.8K | +$38.7K | 5.2% |
| BROWN BROTHERS HARRIMAN & CO | 1,640 | +73 | $257.2K | +$36.5K | 4.7% |
| Salomon & Ludwin, LLC | 477 | +167 | $78.1K | +$34.3K | 53.9% |
| HOLDERNESS INVESTMENTS CO | 1,715 | +20 | $268.9K | +$30.3K | 1.2% |
| U.S. Capital Wealth Advisors, LLC | 1,485 | +46 | $232.8K | +$30.3K | 3.2% |
| CVA Family Office, LLC | 594 | +141 | $93.1K | +$29.4K | 31.1% |
| DT Investment Partners, LLC | 210 | +180 | $32.9K | +$28.7K | 600.0% |
| NATIXIS ADVISORS, LLC | 570,982 | +135,871 | $89.5K | +$28.3K | 31.2% |
| FIRST CITIZENS BANK & TRUST CO | 1,693 | +6 | $265.5K | +$28.0K | 0.3% |
| YANKCOM Partnership | 931 | +83 | $146.0K | +$26.6K | 9.8% |
| Quent Capital, LLC | 1,215 | +41 | $190.5K | +$25.2K | 3.5% |
| Fortitude Advisory Group L.L.C. | 1,533 | +2 | $240.4K | +$24.8K | 0.1% |
| SG Americas Securities, LLC | 197,630 | +146,410 | $31.0K | +$23.8K | 285.8% |
| Generali Asset Management SPA SGR | 1,019 | +22 | $159.8K | +$19.4K | 2.2% |
| Lido Advisors, LLC | 2,231 | +96 | $319.2K | +$18.5K | 4.5% |
| Deseret Mutual Benefit Administrators | 645 | +57 | $101.1K | +$18.4K | 9.7% |
| Nova Wealth Management, Inc. | 992 | +1 | $155.5K | +$16.0K | 0.1% |
| MAI Capital Management | 929 | +7 | $145.7K | +$15.9K | 0.8% |
| WINNOW WEALTH LLC | 763 | +4 | $119.8K | +$12.8K | 0.5% |
| CYBER HORNET ETFs LLC | 512 | +28 | $80.3K | +$12.1K | 5.8% |
| MEEDER ASSET MANAGEMENT INC | 104 | +73 | $16.3K | +$11.9K | 235.5% |
| Parkside Financial Bank & Trust | 511 | +25 | $80.1K | +$11.7K | 5.1% |
| Cornerstone Planning Group LLC | 63 | +35 | $10.9K | +$9.8K | 125.0% |
| Dogwood Wealth Management LLC | 61 | +60 | $9.6K | +$9.4K | 6000.0% |
| Rossby Financial, LCC | 210 | +40 | $32.9K | +$9.3K | 23.5% |
| JFS WEALTH ADVISORS, LLC | 217 | +32 | $34.0K | +$8.0K | 17.3% |
| CoreCap Advisors, LLC | 219 | +30 | $34.3K | +$7.7K | 15.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | +45 | $12.1K | +$7.6K | 140.6% |
| WPG Advisers, LLC | 235 | +11 | $36.8K | +$5.3K | 4.9% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 45 | +20 | $7.1K | +$3.5K | 80.0% |
| Washington Trust Advisors, Inc. | 146 | +6 | $22.9K | +$3.2K | 4.3% |
| HORIZON FINANCIAL SERVICES, LLC | 88 | +12 | $13.8K | +$3.1K | 15.8% |
| Bruce G. Allen Investments, LLC | 40 | +17 | $6.3K | +$3.0K | 73.9% |
| Handelsbanken Fonder AB | 115,513 | +7,312 | $18.1K | +$2.9K | 6.8% |
| IMG Wealth Management, Inc. | 30 | +16 | $4.7K | +$2.7K | 114.3% |
| ORG Partners LLC | 122 | +3 | $19.1K | +$2.4K | 2.5% |
| Valued Wealth Advisors LLC | 21 | +12 | $3.3K | +$2.0K | 133.3% |
| High Note Wealth, LLC | 14 | +12 | $2.2K | +$1.9K | 600.0% |
| RATIONAL ADVISORS, INC. | 66 | +4 | $10.3K | +$1.6K | 6.5% |
| Daiwa Securities Group Inc. | 75,400 | +2,463 | $11.8K | +$1.6K | 3.4% |
| True Wealth Design, LLC | 39 | +6 | $6.1K | +$1.5K | 18.2% |
| NVWM, LLC | 10 | +9 | $1.6K | +$1.4K | 900.0% |
| Turning Point Benefit Group, Inc. | 9 | +8 | $1.4K | +$1.3K | 800.0% |
| Marquette Asset Management, LLC | 22 | +6 | $3.5K | +$1.2K | 37.5% |
| Crewe Advisors LLC | 20 | +5 | $3.1K | +$1.0K | 33.3% |
| Colonial Trust Co / SC | 28 | +4 | $4.4K | +$1.0K | 16.7% |
| SJS Investment Consulting Inc. | 10 | +5 | $1.6K | +$864 | 100.0% |
| VAN ECK ASSOCIATES CORP | 40,494 | +1,477 | $6.3K | +$856 | 3.8% |
| FINANCIAL CONSULATE, INC | 33 | +2 | $5.2K | +$810 | 6.5% |
| Wealth Watch Advisors, INC | 9 | +4 | $1.4K | +$707 | 80.0% |
| American Capital Advisory, LLC | 7 | +4 | $1.1K | +$675 | 133.3% |
| iA Global Asset Management Inc. | 26,004 | +1,667 | $4.1K | +$651 | 6.8% |
| Harvest Fund Management Co., Ltd | 15,612 | +2,713 | $2.4K | +$632 | 21.0% |
| Bay Harbor Wealth Management, LLC | 12 | +3 | $1.9K | +$614 | 33.3% |
| HANTZ FINANCIAL SERVICES, INC. | 15,669 | +1,511 | $2.5K | +$464 | 10.7% |
| Quaker Wealth Management, LLC | 6 | +2 | $941 | +$377 | 50.0% |
| Hughes Financial Services, LLC | 9 | +1 | $1.4K | +$309 | 12.5% |
| Dunhill Financial, LLC | 5 | +1 | $788 | +$230 | 25.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 7,506 | +649 | $1.2K | +$212 | 9.5% |
| BESSEMER GROUP INC | 5,255 | +430 | $824 | +$145 | 8.9% |
| PARK AVENUE SECURITIES LLC | 3,189 | +253 | $500 | +$87 | 8.6% |
| CX Institutional | 885 | +184 | $139 | +$40 | 26.2% |
| Avion Wealth | 43 | +15 | $6 | +$3 | 53.6% |