13F QoQ Ownership Changes
PAYC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 115 new · 233 added · 358 reduced · 135 exited
New Positions(115)
Added To(233)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 3,209,759 | +1,305,225 | $511.5M | +$115.1M | 68.5% |
| STATE STREET CORP | 2,165,546 | +8,419 | $345.1M | -$103.9M | 0.4% |
| REINHART PARTNERS, LLC. | 598,323 | +537,726 | $95.4M | +$82.7M | 887.4% |
| River Road Asset Management, LLC | 392,403 | +324,970 | $62.5M | +$48.5M | 481.9% |
| Robeco Institutional Asset Management B.V. | 341,286 | +238,155 | $54.4M | +$32.9M | 230.9% |
| Quantinno Capital Management LP | 277,003 | +219,719 | $44.1M | +$32.2M | 383.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 539,331 | +114 | $85.9M | -$26.3M | 0.0% |
| FIRST TRUST ADVISORS LP | 1,665,529 | +275,954 | $265.4M | -$23.8M | 19.9% |
| GOLDMAN SACHS GROUP INC | 552,470 | +27,069 | $88.0M | -$21.3M | 5.2% |
| MILLENNIUM MANAGEMENT LLC | 257,447 | +153,903 | $41.0M | +$19.5M | 148.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 190,276 | +127,493 | $30.3M | +$17.3M | 203.1% |
| FEDERATED HERMES, INC. | 624,371 | +70,208 | $99.5M | -$15.8M | 12.7% |
| Lighthouse Investment Partners, LLC | 105,359 | +93,427 | $16.8M | +$14.3M | 783.0% |
| Legal & General Group Plc | 256,967 | +9,542 | $41.0M | -$10.5M | 3.9% |
| Sather Financial Group Inc | 268,030 | +18,035 | $42.7M | -$9.3M | 7.2% |
| DIMENSIONAL FUND ADVISORS LP | 488,916 | +71,731 | $77.9M | -$9.0M | 17.2% |
| Korea Investment CORP | 108,525 | +67,089 | $17.3M | +$8.7M | 161.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 102,553 | +62,688 | $16.3M | +$8.0M | 157.3% |
| Woodline Partners LP | 318,516 | +37,686 | $50.8M | -$7.7M | 13.4% |
| RHUMBLINE ADVISERS | 137,560 | +1,749 | $21.9M | -$6.3M | 1.3% |
| Campbell & CO Investment Adviser LLC | 38,393 | +37,154 | $6.1M | +$5.9M | 2998.7% |
| Aware Super Pty Ltd as trustee of Aware Super | 176,802 | +66,811 | $28.2M | +$5.3M | 60.7% |
| Bridgewater Associates, LP | 40,295 | +34,441 | $6.4M | +$5.2M | 588.3% |
| PEAK6 LLC | 35,843 | +33,221 | $5.7M | +$5.1M | 1267.0% |
| CITADEL ADVISORS LLC | 347,991 | +104,385 | $55.5M | +$4.8M | 42.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 102,666 | +4,958 | $15.6M | -$4.7M | 5.1% |
| Invesco Ltd. | 1,559,682 | +343,494 | $248.6M | -$4.6M | 28.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 273,396 | +42,092 | $43.6M | -$4.6M | 18.2% |
| Ninety One UK Ltd | 103,653 | +4,060 | $16.5M | -$4.2M | 4.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 91,206 | +1,967 | $14.5M | -$4.0M | 2.2% |
| BANK OF AMERICA CORP /DE/ | 201,008 | +28,941 | $32.0M | -$3.8M | 16.8% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 23,160 | +4,400 | $3.7M | +$3.7M | 23.4% |
| Associated Banc-Corp | 82,227 | +2,262 | $13.1M | -$3.5M | 2.8% |
| BARCLAYS PLC | 113,787 | +3,596 | $26.3M | +$3.4M | 3.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 73,773 | +32,900 | $11.8M | +$3.2M | 80.5% |
| TUDOR INVESTMENT CORP ET AL | 27,700 | +20,000 | $4.4M | +$2.8M | 259.7% |
| DEUTSCHE BANK AG\ | 291,491 | +81,587 | $46.5M | +$2.8M | 38.9% |
| Sendero Wealth Management, LLC | 36,295 | +21,137 | $5.8M | +$2.6M | 139.4% |
| Engineers Gate Manager LP | 18,030 | +16,233 | $2.9M | +$2.5M | 903.3% |
| HUB Investment Partners, LLC | 54,055 | +2,527 | $8.6M | -$2.1M | 4.9% |
| AVIVA PLC | 44,020 | +235 | $7.0M | -$2.1M | 0.5% |
| D. E. Shaw & Co., Inc. | 39,984 | +18,726 | $6.4M | +$1.9M | 88.1% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 71,600 | +25,800 | $11.4M | +$1.9M | 56.3% |
| Avory & Company, LLC | 40,131 | +902 | $6.4M | -$1.8M | 2.3% |
| BNP PARIBAS FINANCIAL MARKETS | 202,642 | +44,060 | $35.7M | -$1.8M | 27.8% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 68,904 | +8,247 | $11.0M | -$1.6M | 13.6% |
| AMIRAL GESTION | 116,488 | +34,722 | $18.6M | +$1.5M | 42.5% |
| Man Group plc | 69,595 | +8,988 | $11.1M | -$1.5M | 14.8% |
| ABN AMRO INVESTMENT SOLUTIONS | 29,416 | +1,999 | $4.7M | -$1.5M | 7.3% |
| Baader Bank Aktiengesellschaft | 69,512 | +9,122 | $11.1M | -$1.5M | 15.1% |
| Willis Investment Counsel | 22,100 | +12,156 | $3.5M | +$1.5M | 122.2% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 41,381 | +16,656 | $6.6M | +$1.4M | 67.4% |
| DANSKE BANK A/S | 30,287 | +700 | $4.8M | -$1.3M | 2.4% |
| Corient Private Wealth LLC | 122,650 | +118,183 | $2.3M | +$1.3M | 2645.7% |
| Brevan Howard Capital Management LP | 9,941 | +8,597 | $1.6M | +$1.3M | 639.6% |
| Entropy Technologies, LP | 16,346 | +10,066 | $2.6M | +$1.3M | 160.3% |
| Sovereign's Capital Management, LLC | 25,786 | +12,241 | $4.1M | +$1.3M | 90.4% |
| Greenline Partners, LLC | 26,422 | +217 | $4.2M | -$1.2M | 0.8% |
| Johnson Financial Group, LLC | 25,091 | +91 | $4.0M | -$1.2M | 0.4% |
| Pictet Asset Management Holding SA | 22,965 | +130 | $3.7M | -$1.1M | 0.6% |
| Summit Trail Advisors, LLC | 12,588 | +7,664 | $2.0M | +$981.1K | 155.6% |
| Lafayette Investments, Inc. | 32,743 | +3,110 | $5.2M | -$949.8K | 10.5% |
| ABSHER WEALTH MANAGEMENT, LLC | 13,453 | +7,324 | $2.1M | +$868.1K | 119.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,685 | +715 | $3.2M | -$829.8K | 3.6% |
| Berkeley, Inc | 40,794 | +13,140 | $6.5M | +$745.0K | 47.5% |
| Inscription Capital, LLC | 6,040 | +4,830 | $962.5K | +$710.8K | 399.2% |
| Walleye Capital LLC | 9,397 | +5,603 | $1.5M | +$707.8K | 147.7% |
| AQR CAPITAL MANAGEMENT LLC | 22,749 | +1,944 | $3.6M | -$705.2K | 9.3% |
| MAI Capital Management | 4,419 | +4,356 | $704.2K | +$691.1K | 6914.3% |
| Qube Research & Technologies Ltd | 8,900 | +5,400 | $1.4M | +$689.8K | 154.3% |
| TD Asset Management Inc | 14,614 | +131 | $2.3M | -$685.6K | 0.9% |
| California Public Employees Retirement System | 127,855 | +26,741 | $20.4M | -$670.9K | 26.4% |
| Andra AP-fonden | 29,583 | +10,083 | $4.7M | +$655.6K | 51.7% |
| ProShare Advisors LLC | 14,546 | +396 | $2.3M | -$627.1K | 2.8% |
| Caitlin John, LLC | 4,112 | +3,974 | $655.3K | +$626.6K | 2879.7% |
| Vestmark Advisory Solutions, Inc. | 6,683 | +4,550 | $1.1M | +$621.0K | 213.3% |
| Voya Investment Management LLC | 59,764 | +16,971 | $9.5M | +$617.1K | 39.6% |
| INCEPTIONR LLC | 6,999 | +4,592 | $1.1M | +$614.4K | 190.8% |
| COMERICA BANK | 18,487 | +1,480 | $2.9M | -$593.7K | 8.7% |
| Czech National Bank | 12,886 | +170 | $2.1M | -$593.2K | 1.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,033 | +5,091 | $1.6M | +$570.3K | 103.0% |
| National Pension Service | 7,111 | +4,281 | $1.1M | +$544.2K | 151.3% |
| Tidal Investments LLC | 13,147 | +534 | $2.1M | -$530.2K | 4.2% |
| STEPHENS INC /AR/ | 11,784 | +285 | $1.9M | -$515.5K | 2.5% |
| Vident Advisory, LLC | 19,706 | +2,175 | $3.1M | -$508.6K | 12.4% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 10,662 | +86 | $1.7M | -$502.2K | 0.8% |
| Jackson Hole Capital Partners, LLC | 10,061 | +1 | $1.6M | -$490.7K | 0.0% |
| Connor, Clark & Lunn Investment Management Ltd. | 22,787 | +2,993 | $3.6M | -$488.6K | 15.1% |
| CREDIT AGRICOLE S A | 17,126 | +1,687 | $2.7M | -$484.3K | 10.9% |
| SYON CAPITAL LLC | 5,334 | +3,440 | $850.0K | +$455.8K | 181.6% |
| CIBC Asset Management Inc | 11,775 | +4,879 | $1.9M | +$441.1K | 70.8% |
| OMERS ADMINISTRATION Corp | 14,728 | +5,568 | $2.3M | +$440.5K | 60.8% |
| TORONTO DOMINION BANK | 21,865 | +3,087 | $3.5M | -$424.1K | 16.4% |
| Vest Financial, LLC | 163,012 | +40,108 | $26.0M | +$396.4K | 32.6% |
| XPONANCE, INC. | 10,070 | +465 | $1.6M | -$394.4K | 4.8% |
| Merit Financial Group, LLC | 8,637 | +172 | $1.4M | -$385.5K | 2.0% |
| Parallax Volatility Advisers, L.P. | 14,109 | +5,156 | $2.2M | +$384.9K | 57.6% |
| HUSSMAN STRATEGIC ADVISORS, INC. | 16,800 | +2,100 | $2.7M | -$382.4K | 14.3% |
| UniSuper Management Pty Ltd | 10,714 | +848 | $1.7M | -$346.1K | 8.6% |
| Rockefeller Capital Management L.P. | 7,161 | +65 | $1.1M | -$335.9K | 0.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,411 | +2,962 | $1.0M | +$303.8K | 85.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 78,042 | +19,676 | $12.4M | +$288.5K | 33.7% |
| Apollon Wealth Management, LLC | 6,708 | +189 | $1.1M | -$287.8K | 2.9% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,307 | +3,250 | $1.3M | +$271.2K | 64.3% |
| JONES FINANCIAL COMPANIES LLLP | 5,493 | +234 | $875.3K | -$268.6K | 4.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,064 | +410 | $1.1M | -$259.2K | 6.2% |
| ALLSTATE CORP | 4,180 | +2,111 | $666.1K | +$235.5K | 102.0% |
| Fiduciary Trust Co | 5,261 | +174 | $838.5K | -$220.3K | 3.4% |
| OPPENHEIMER & CO INC | 5,421 | +251 | $863.9K | -$212.2K | 4.8% |
| LRT Capital Management, LLC | 2,980 | +1,713 | $474.9K | +$211.1K | 135.2% |
| Lido Advisors, LLC | 6,286 | +87 | $1.1M | -$209.5K | 1.4% |
| Procyon Advisors, LLC | 7,439 | +754 | $1.2M | -$205.9K | 11.3% |
| Global X Japan Co., Ltd. | 1,631 | +1,366 | $259.9K | +$204.8K | 515.5% |
| Philip James Wealth Mangement, LLC | 31,940 | +6,513 | $5.1M | -$202.4K | 25.6% |
| Cascade Investment Advisors, Inc. | 8,082 | +961 | $1.3M | -$194.2K | 13.5% |
| JANUS HENDERSON GROUP PLC | 4,090 | +88 | $651.6K | -$181.3K | 2.2% |
| OSTRUM ASSET MANAGEMENT | 3,829 | +1,678 | $610.2K | +$162.5K | 78.0% |
| Venturi Wealth Management, LLC | 2,495 | +1,331 | $397.6K | +$155.3K | 114.3% |
| AlphaCore Capital LLC | 2,290 | +1,278 | $364.9K | +$154.3K | 126.3% |
| Lauterbach Financial Advisors, LLC | 3,061 | +7 | $487.8K | -$147.9K | 0.2% |
| EVOKE WEALTH, LLC | 3,335 | +90 | $531.5K | -$143.9K | 2.8% |
| Dynasty Wealth Management, LLC | 3,381 | +121 | $538.8K | -$139.8K | 3.7% |
| Tredje AP-fonden | 7,793 | +1,166 | $1.2M | -$137.5K | 17.6% |
| Tower Research Capital LLC (TRC) | 1,557 | +1,012 | $248.1K | +$134.7K | 185.7% |
| Creative Planning | 14,049 | +2,661 | $2.2M | -$131.5K | 23.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 8,971 | +1,492 | $1.4M | -$127.1K | 19.9% |
| SUMMIT WEALTH GROUP LLC / CO | 17,431 | +14,915 | $779.0K | +$126.6K | 592.8% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 819 | +800 | $130.5K | +$126.6K | 4210.5% |
| Davis Investment Partners, LLC | 2,988 | +68 | $455.4K | -$126.4K | 2.3% |
| MUFG Securities EMEA plc | 2,003 | +1,045 | $319.2K | +$119.8K | 109.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 6,111 | +1,993 | $973.8K | +$116.7K | 48.4% |
| Larson Financial Group LLC | 2,616 | +57 | $416.9K | -$115.8K | 2.2% |
| Three Seasons Wealth, LLC | 3,028 | +178 | $482.5K | -$110.7K | 6.2% |
| Maia Wealth LLC | 2,314 | +2 | $277.1K | -$108.6K | 0.1% |
| Norinchukin Bank, The | 3,545 | +314 | $564.9K | -$107.6K | 9.7% |
| Mirae Asset Global Investments Co., Ltd. | 11,949 | +2,300 | $1.9M | -$104.1K | 23.8% |
| SFMG, LLC | 1,983 | +963 | $316.0K | +$103.7K | 94.4% |
| Annis Gardner Whiting Capital Advisors, LLC | 2,304 | +48 | $367.2K | -$102.4K | 2.1% |
| FIFTH THIRD BANCORP | 2,723 | +158 | $433.9K | -$99.9K | 6.2% |
| Valeo Financial Advisors, LLC | 2,063 | +4 | $328.8K | -$99.8K | 0.2% |
| Pacer Advisors, Inc. | 4,866 | +662 | $775.4K | -$99.6K | 15.7% |
| ALPS ADVISORS INC | 2,072 | +23 | $330.2K | -$96.3K | 1.1% |
| QUADRANT CAPITAL GROUP LLC | 2,041 | +27 | $325.3K | -$93.9K | 1.3% |
| VIRTUS ADVISERS, LLC | 441 | +400 | $101.1K | +$92.6K | 975.6% |
| CAPTRUST FINANCIAL ADVISORS | 2,454 | +134 | $391.0K | -$91.9K | 5.8% |
| M&T Bank Corp | 3,487 | +397 | $555.4K | -$87.8K | 12.8% |
| Mediolanum International Funds Ltd | 9,520 | +2,125 | $1.5M | -$85.2K | 28.7% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 1,809 | +23 | $288.3K | -$83.5K | 1.3% |
| Intrinsic Value Partners, LLC | 14,450 | +3,775 | $2.3M | +$80.9K | 35.4% |
| CoreFirst Bank & Trust | 630 | +530 | $100.4K | +$79.6K | 530.0% |
| MACKENZIE FINANCIAL CORP | 1,687 | +63 | $270.3K | -$67.8K | 3.9% |
| Sequoia Financial Advisors, LLC | 2,201 | +840 | $350.8K | +$67.5K | 61.7% |
| Siemens Fonds Invest GmbH | 1,528 | +658 | $245.3K | +$64.2K | 75.6% |
| GK Wealth Management LLC | 1,303 | +2 | $207.6K | -$63.2K | 0.1% |
| STRS OHIO | 1,229 | +2 | $195.9K | -$59.5K | 0.2% |
| GAMMA Investing LLC | 1,716 | +123 | $273.5K | -$58.1K | 7.7% |
| Blue Trust, Inc. | 630 | +425 | $100.4K | +$57.7K | 207.3% |
| 1832 Asset Management L.P. | 7,716 | +1,533 | $1.2M | -$57.3K | 24.8% |
| Cambria Investment Management, L.P. | 1,304 | +45 | $207.8K | -$54.2K | 3.6% |
| NewEdge Wealth, LLC | 2,160 | +5 | $344.2K | -$51.7K | 0.2% |
| B. Riley Wealth Advisors, Inc. | 1,552 | +117 | $247.4K | -$51.3K | 8.2% |
| Salvus Wealth Management, LLC | 1,422 | +102 | $226.6K | -$48.1K | 7.7% |
| BANK OF NOVA SCOTIA | 7,904 | +1,634 | $1.3M | -$45.5K | 26.1% |
| SJS Investment Consulting Inc. | 289 | +273 | $46.1K | +$42.7K | 1706.3% |
| UMB Bank, n.a. | 809 | +20 | $128.9K | -$35.3K | 2.5% |
| Pathstone Holdings, LLC | 3,398 | +962 | $541.5K | +$34.4K | 39.5% |
| Investment Management Corp of Ontario | 3,415 | +964 | $544.2K | +$34.1K | 39.3% |
| Aigen Investment Management, LP | 2,577 | +449 | $410.7K | -$32.3K | 21.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 604,090 | +138,795 | $96.9M | +$31.9K | 29.8% |
| Horizon Investments, LLC | 747 | +22 | $119.0K | -$31.9K | 3.0% |
| Optas, LLC | 4,694 | +951 | $748.0K | -$31.0K | 25.4% |
| &PARTNERS | 13,172 | +2,949 | $2.1M | -$31.0K | 28.8% |
| Brown Miller Wealth Management, LLC | 1,406 | +185 | $224.1K | -$30.1K | 15.2% |
| Focus Financial Network, Inc. | 1,751 | +534 | $279.0K | +$25.8K | 43.9% |
| Regent Peak Wealth Advisors LLC | 1,277 | +191 | $203.5K | -$22.5K | 17.6% |
| True Wealth Design, LLC | 157 | +142 | $25.0K | +$21.9K | 946.7% |
| Advisory Alpha, LLC | 2,105 | +537 | $335.5K | +$19.7K | 34.2% |
| PATTON FUND MANAGEMENT, INC. | 1,385 | +419 | $220.7K | +$19.7K | 43.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 1,223 | +199 | $194.9K | -$18.2K | 19.4% |
| HARBOR INVESTMENT ADVISORY, LLC | 378 | +5 | $60.2K | -$17.4K | 1.3% |
| ROTHSCHILD INVESTMENT LLC | 335 | +5 | $53.4K | -$15.3K | 1.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 611,569 | +69,968 | $97.5K | -$15.1K | 12.9% |
| BROWN BROTHERS HARRIMAN & CO | 154 | +101 | $24.5K | +$13.5K | 190.6% |
| Allen Capital Group, LLC | 1,637 | +319 | $260.9K | -$13.5K | 24.2% |
| State of Wyoming | 856 | +138 | $136.4K | -$13.0K | 19.2% |
| Crewe Advisors LLC | 281 | +6 | $44.8K | -$12.5K | 2.2% |
| Clearstead Advisors, LLC | 161 | +94 | $25.7K | +$11.7K | 140.3% |
| Farther Finance Advisors, LLC | 619 | +200 | $98.7K | +$11.4K | 47.7% |
| Canada Post Corp Registered Pension Plan | 1,150 | +270 | $183.3K | -$8.7K | 30.7% |
| Geneos Wealth Management Inc. | 494 | +157 | $78.7K | +$8.6K | 46.6% |
| Cromwell Holdings LLC | 170 | +7 | $27.1K | -$6.8K | 4.3% |
| Legacy Wealth Asset Management, LLC | 4,887 | +1,113 | $778.8K | -$6.7K | 29.5% |
| Forum Financial Management, LP | 1,325 | +340 | $211.2K | +$6.1K | 34.5% |
| Global Retirement Partners, LLC | 221 | +23 | $35.2K | -$5.9K | 11.6% |
| Kathmere Capital Management, LLC | 1,646 | +410 | $262.3K | +$5.0K | 33.2% |
| HARBOUR INVESTMENTS, INC. | 148 | +12 | $23.6K | -$4.7K | 8.8% |
| CYBER HORNET ETFs LLC | 140 | +12 | $22.3K | -$4.3K | 9.4% |
| MEEDER ASSET MANAGEMENT INC | 40 | +28 | $6.4K | +$3.9K | 233.3% |
| ACADIAN ASSET MANAGEMENT LLC | 31,364 | +25,186 | $5.0K | +$3.7K | 407.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 72,095 | +1,457 | $11.5K | -$3.2K | 2.1% |
| EverSource Wealth Advisors, LLC | 321 | +60 | $51.2K | -$3.2K | 23.0% |
| ORG Partners LLC | 25 | +21 | $4.0K | +$3.1K | 525.0% |
| Crestwood Advisors Group, LLC | 3,920 | +933 | $624.7K | +$3.0K | 31.2% |
| DILLON & ASSOCIATES INC | 71,181 | +3,028 | $11.3K | -$2.9K | 4.4% |
| MassMutual Private Wealth & Trust, FSB | 169 | +27 | $26.9K | -$2.6K | 19.0% |
| Cornerstone Planning Group LLC | 28 | +15 | $3.9K | +$2.1K | 115.4% |
| Spire Wealth Management | 63 | +5 | $10.0K | -$2.0K | 8.6% |
| Kozak & Associates, Inc. | 255 | +1 | $40.1K | -$1.7K | 0.4% |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | +11 | $2.7K | +$1.5K | 183.3% |
| Clearstead Trust, LLC | 19 | +11 | $3.0K | +$1.4K | 137.5% |
| Treasurer of the State of North Carolina | 37,437 | +14,366 | $6.0K | +$1.2K | 62.3% |
| Wealth Preservation Advisors, LLC | 35 | +3 | $5.6K | -$1.1K | 9.4% |
| Cullen/Frost Bankers, Inc. | 33 | +3 | $5.3K | -$985 | 10.0% |
| Westerkirk Capital Inc. | 1,300 | +300 | $207.2K | -$972 | 30.0% |
| Mn Services Vermogensbeheer B.V. | 19,859 | +259 | $3.2K | -$915 | 1.3% |
| Physician Wealth Advisors, Inc. | 7 | +5 | $1.1K | +$699 | 250.0% |
| Daiwa Securities Group Inc. | 18,671 | +7,008 | $3.0K | +$548 | 60.1% |
| Rialto Wealth Management, LLC | 7 | +4 | $1.1K | +$491 | 133.3% |
| Bell Investment Advisors, Inc | 12 | +4 | $1.9K | +$247 | 50.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 5,798 | +381 | $924 | -$203 | 7.0% |
| Janney Montgomery Scott LLC | 20,248 | +5,712 | $3.2K | +$201 | 39.3% |
| Dunhill Financial, LLC | 3 | +2 | $470 | +$190 | 200.0% |
| Transamerica Financial Advisors, LLC | 5 | +2 | $797 | +$173 | 66.7% |
| TFC Financial Management, Inc. | 5 | +2 | $797 | +$172 | 66.7% |
| Handelsbanken Fonder AB | 15,700 | +2,900 | $2.5K | -$162 | 22.6% |
| PEAPACK GLADSTONE FINANCIAL CORP | 2,464 | +51 | $393 | -$109 | 2.1% |
| Abound Wealth Management | 15 | +4 | $2.4K | +$101 | 36.4% |
| Wealth Watch Advisors, INC | 10 | +2 | $1.6K | -$71 | 25.0% |
| S-Bank Fund Management Ltd | 202 | +47 | $32.2K | -$71 | 30.3% |
| Employees Retirement System of Texas | 554 | +317 | $88 | +$39 | 133.8% |
| Covestor Ltd | 663 | +98 | $106 | -$12 | 17.3% |
| CX Institutional | 1,178 | +307 | $188 | +$7 | 35.2% |
| GW&K Investment Management, LLC | 36 | +15 | $6 | +$2 | 71.4% |