13F QoQ Ownership Changes
PNW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 103 new · 246 added · 307 reduced · 64 exited
New Positions(103)
Added To(246)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ATLAS Infrastructure Partners (UK) Ltd. | 4,461,243 | +1,369,350 | $395.7M | +$118.5M | 44.3% |
| BlackRock, Inc. | 11,801,546 | +934,593 | $1.05B | +$72.5M | 8.6% |
| TWO SIGMA ADVISERS, LP | 1,658,191 | +612,391 | $147.1M | +$53.3M | 58.5% |
| Assenagon Asset Management S.A. | 920,687 | +526,212 | $81.7M | +$46.3M | 133.4% |
| Squarepoint Ops LLC | 1,106,609 | +388,325 | $98.2M | +$33.8M | 54.1% |
| Qube Research & Technologies Ltd | 598,297 | +301,334 | $53.1M | +$26.4M | 101.5% |
| TWO SIGMA INVESTMENTS, LP | 1,309,421 | +223,124 | $116.1M | +$18.7M | 20.5% |
| CITADEL ADVISORS LLC | 519,843 | +208,666 | $46.1M | +$18.2M | 67.0% |
| RENAISSANCE TECHNOLOGIES LLC | 413,400 | +206,600 | $36.7M | +$18.1M | 99.9% |
| STATE STREET CORP | 6,940,809 | +251,716 | $615.6M | +$15.9M | 3.8% |
| FRANKLIN RESOURCES INC | 1,075,941 | +144,194 | $95.4M | +$11.9M | 15.5% |
| Gotham Asset Management, LLC | 504,112 | +136,162 | $44.7M | +$11.7M | 37.0% |
| Quantinno Capital Management LP | 286,092 | +111,693 | $25.4M | +$9.7M | 64.0% |
| BNP PARIBAS FINANCIAL MARKETS | 222,040 | +98,650 | $19.7M | +$8.6M | 79.9% |
| Edgestream Partners, L.P. | 146,051 | +96,884 | $13.0M | +$8.5M | 197.1% |
| Cerity Partners LLC | 186,639 | +92,352 | $16.6M | +$8.1M | 97.9% |
| GOLDMAN SACHS GROUP INC | 669,389 | +88,996 | $59.4M | +$7.3M | 15.3% |
| AMERICAN CENTURY COMPANIES INC | 139,347 | +77,438 | $12.4M | +$6.8M | 125.1% |
| Point72 Asset Management, L.P. | 698,394 | +81,972 | $61.9M | +$6.7M | 13.3% |
| Trexquant Investment LP | 211,527 | +72,874 | $18.8M | +$6.3M | 52.5% |
| Bridgewater Associates, LP | 174,043 | +67,752 | $15.4M | +$5.9M | 63.7% |
| Creative Planning | 98,453 | +55,953 | $8.7M | +$4.9M | 131.7% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 164,986 | +56,303 | $14.6M | +$4.9M | 51.8% |
| FIRST TRUST ADVISORS LP | 1,371,150 | +63,729 | $121.6M | +$4.4M | 4.9% |
| Aquatic Capital Management LLC | 115,024 | +48,528 | $10.2M | +$4.2M | 73.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 171,063 | +48,603 | $15.2M | +$4.2M | 39.7% |
| AQR CAPITAL MANAGEMENT LLC | 377,541 | +44,266 | $33.5M | +$4.0M | 13.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 41,540 | +224 | $3.7M | +$3.7M | 0.5% |
| DIMENSIONAL FUND ADVISORS LP | 1,318,711 | +53,060 | $117.0M | +$3.5M | 4.2% |
| Qsemble Capital Management, LP | 48,661 | +38,805 | $4.3M | +$3.4M | 393.7% |
| Jump Financial, LLC | 98,616 | +39,013 | $8.7M | +$3.4M | 65.5% |
| D. E. Shaw & Co., Inc. | 51,098 | +36,800 | $4.5M | +$3.3M | 257.4% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 77,422 | +34,784 | $6.9M | +$3.0M | 81.6% |
| Focus Partners Wealth | 40,489 | +33,797 | $3.6M | +$3.0M | 505.0% |
| Oak Thistle LLC | 44,316 | +31,690 | $3.9M | +$2.8M | 251.0% |
| Invesco Ltd. | 4,249,267 | +74,023 | $376.9M | +$2.6M | 1.8% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 52,740 | +25,419 | $4.7M | +$2.2M | 93.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 30,057 | +25,133 | $2.7M | +$2.2M | 510.4% |
| SEI INVESTMENTS CO | 146,727 | +25,135 | $13.0M | +$2.1M | 20.7% |
| Yaupon Capital Management LP | 511,553 | +27,904 | $45.4M | +$2.0M | 5.8% |
| BTG Pactual Asset Management US LLC | 89,414 | +20,092 | $7.9M | +$1.7M | 29.0% |
| NATIONAL BANK OF CANADA /FI/ | 50,199 | +19,239 | $4.5M | +$1.7M | 62.1% |
| AlphaQuest LLC | 44,534 | +18,657 | $4.0M | +$1.6M | 72.1% |
| DNB Asset Management AS | 44,843 | +17,037 | $4.0M | +$1.5M | 61.3% |
| Man Group plc | 78,486 | +15,424 | $7.0M | +$1.3M | 24.4% |
| Epoch Investment Partners, Inc. | 505,252 | +19,560 | $44.8M | +$1.3M | 4.0% |
| BANK OF MONTREAL /CAN/ | 235,404 | +15,816 | $20.9M | +$1.2M | 7.2% |
| NEOS Investment Management LLC | 62,786 | +13,518 | $5.6M | +$1.2M | 27.4% |
| TEMA ETFS LLC | 61,790 | +13,503 | $5.5M | +$1.2M | 28.0% |
| VIRTUS ADVISERS, LLC | 16,580 | +12,435 | $1.5M | +$1.1M | 300.0% |
| Pacer Advisors, Inc. | 22,201 | +12,142 | $2.0M | +$1.1M | 120.7% |
| CIBC Asset Management Inc | 26,269 | +11,949 | $2.3M | +$1.0M | 83.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 138,626 | +13,846 | $12.2M | +$1.0M | 11.1% |
| Amundi | 193,227 | +15,521 | $17.1M | +$1000.0K | 8.7% |
| Aristotle Capital Boston, LLC | 21,353 | +10,121 | $1.9M | +$886.9K | 90.1% |
| Empower Advisory Group, LLC | 862,517 | +99 | $76.5M | -$819.1K | 0.0% |
| Harvest Portfolios Group Inc. | 108,098 | +8,765 | $9.6M | +$682.1K | 8.8% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 400,683 | +11,646 | $35.5M | +$659.5K | 3.0% |
| Sequoia Financial Advisors, LLC | 13,417 | +7,009 | $1.2M | +$615.5K | 109.4% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 52,380 | +7,340 | $4.6M | +$607.8K | 16.3% |
| AXQ CAPITAL, LP | 9,205 | +6,521 | $816.5K | +$575.8K | 242.9% |
| Corient Private Wealth LLC | 66,284 | +49,670 | $2.0M | +$516.1K | 299.0% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 9,687 | +5,830 | $859.2K | +$513.4K | 151.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 28,200 | +6,000 | $2.5M | +$510.9K | 27.0% |
| AE Wealth Management LLC | 159,584 | +7,253 | $14.2M | +$497.0K | 4.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,095,691 | +27,861 | $274.1M | -$441.5K | 0.9% |
| FMR LLC | 83,456 | +5,727 | $7.4M | +$433.4K | 7.4% |
| CWA Asset Management Group, LLC | 35,158 | +5,198 | $3.1M | +$432.3K | 17.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 30,540 | +4,815 | $2.7M | +$402.4K | 18.7% |
| Aster Capital Management (DIFC) Ltd | 4,751 | +4,446 | $421.4K | +$394.1K | 1457.7% |
| BOOTHBAY FUND MANAGEMENT, LLC | 8,490 | +4,128 | $753.1K | +$362.0K | 94.6% |
| Resolution Capital Ltd | 20,135 | +4,251 | $1.8M | +$361.8K | 26.8% |
| SYON CAPITAL LLC | 10,398 | +3,928 | $922.3K | +$342.2K | 60.7% |
| Baird Financial Group, Inc. | 36,708 | +4,159 | $3.3M | +$337.7K | 12.8% |
| Walleye Trading LLC | 11,958 | +3,639 | $1.1M | +$314.8K | 43.7% |
| Global Retirement Partners, LLC | 5,095 | +3,413 | $451.9K | +$301.1K | 202.9% |
| Mirae Asset Global Investments Co., Ltd. | 19,989 | +3,564 | $1.8M | +$300.4K | 21.7% |
| FORA Capital, LLC | 6,949 | +3,375 | $616.4K | +$295.9K | 94.4% |
| WEXFORD CAPITAL LP | 6,195 | +3,346 | $549.5K | +$294.1K | 117.4% |
| Magellan Asset Management Ltd | 92,503 | +4,254 | $8.2M | +$292.6K | 4.8% |
| Bayforest Capital Ltd | 3,480 | +3,151 | $308.7K | +$279.2K | 957.8% |
| ALPS ADVISORS INC | 13,105 | +3,211 | $1.2M | +$275.3K | 32.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 35,827 | +4,024 | $3.2M | +$272.3K | 12.7% |
| Arvest Bank Trust Division | 10,699 | +3,119 | $949.0K | +$269.4K | 41.1% |
| BURNEY CO/ | 25,588 | +3,182 | $2.3M | +$260.7K | 14.2% |
| Riverwater Partners LLC | 18,641 | +3,079 | $1.7M | +$258.2K | 19.8% |
| Vise Technologies, Inc. | 8,079 | +2,852 | $716.6K | +$248.0K | 54.6% |
| MUFG Securities EMEA plc | 4,902 | +2,616 | $434.8K | +$229.8K | 114.4% |
| TD Asset Management Inc | 77,890 | +3,279 | $6.9M | +$219.2K | 4.4% |
| HighTower Advisors, LLC | 72,670 | +3,146 | $6.4M | +$212.2K | 4.5% |
| Woodline Partners LP | 18,216 | +2,448 | $1.6M | +$202.0K | 15.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,888 | +2,366 | $1.1M | +$200.7K | 24.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,397 | +2,518 | $2.6M | +$197.9K | 9.4% |
| Prestige Wealth Management Group LLC | 3,135 | +2,100 | $286.5K | +$193.7K | 202.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,456 | +2,495 | $3.3M | +$187.7K | 7.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 29,693 | +2,407 | $2.6M | +$187.4K | 8.8% |
| GABELLI FUNDS LLC | 333,600 | +1,500 | $29.6M | -$185.8K | 0.5% |
| PNC Financial Services Group, Inc. | 66,857 | +2,768 | $5.9M | +$184.0K | 4.3% |
| PRINCIPAL FINANCIAL GROUP INC | 135,194 | +3,500 | $12.0M | +$184.0K | 2.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 241,928 | +641 | $21.5M | -$174.8K | 0.3% |
| Tidal Investments LLC | 5,823 | +2,010 | $516.5K | +$174.6K | 52.7% |
| Quantbot Technologies LP | 32,308 | +2,252 | $2.9M | +$170.9K | 7.5% |
| BANK OF NOVA SCOTIA | 10,247 | +1,949 | $908.9K | +$164.9K | 23.5% |
| ARVEST INVESTMENTS, INC. | 7,585 | +1,904 | $672.8K | +$163.4K | 33.5% |
| Advisors Asset Management, Inc. | 19,909 | +2,003 | $1.8M | +$160.5K | 11.2% |
| MACQUARIE GROUP LTD | 74,372 | +2,522 | $6.6M | +$154.7K | 3.5% |
| Rockefeller Capital Management L.P. | 5,995 | +1,777 | $531.9K | +$153.6K | 42.1% |
| Entropy Technologies, LP | 8,664 | +1,713 | $768.5K | +$145.3K | 24.6% |
| Atom Investors LP | 44,129 | +2,081 | $3.9M | +$144.2K | 4.9% |
| Merit Financial Group, LLC | 6,391 | +1,631 | $566.9K | +$140.2K | 34.3% |
| BROWN BROTHERS HARRIMAN & CO | 2,474 | +1,508 | $219.4K | +$132.8K | 156.1% |
| Swiss National Bank | 235,500 | +4,000 | $20.9M | +$132.6K | 1.7% |
| Vanguard Personalized Indexing Management, LLC | 14,262 | +1,589 | $1.3M | +$128.8K | 12.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,117,500 | +10,625 | $99.1M | -$120.2K | 0.9% |
| Federation des caisses Desjardins du Quebec | 9,448 | +1,435 | $838.0K | +$119.6K | 17.9% |
| LMR Partners LLP | 6,417 | +1,380 | $569.2K | +$117.6K | 27.4% |
| Quarry LP | 2,259 | +1,254 | $200.4K | +$110.3K | 124.8% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 60,621 | +1,749 | $5.4M | +$98.6K | 3.0% |
| Farther Finance Advisors, LLC | 7,710 | +1,166 | $683.9K | +$97.2K | 17.8% |
| Sumitomo Mitsui Trust Group, Inc. | 6,959 | +1,144 | $617.3K | +$95.9K | 19.7% |
| M&T Bank Corp | 12,036 | +1,158 | $1.1M | +$92.6K | 10.6% |
| XPONANCE, INC. | 15,433 | +1,184 | $1.4M | +$91.3K | 8.3% |
| MJT & Associates Financial Advisory Group, Inc. | 2,022 | +1,011 | $179.4K | +$88.7K | 100.0% |
| US BANCORP \DE\ | 27,225 | +1,264 | $2.4M | +$87.1K | 4.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 46,452 | +1,454 | $4.1M | +$85.8K | 3.2% |
| Czech National Bank | 31,560 | +1,228 | $2.8M | +$79.8K | 4.0% |
| Probity Advisors, Inc. | 7,928 | +922 | $703.2K | +$75.1K | 13.2% |
| FORTEM FINANCIAL GROUP, LLC | 19,376 | +1,042 | $1.7M | +$74.8K | 5.7% |
| MCF Advisors LLC | 9,790 | +938 | $868.3K | +$74.7K | 10.6% |
| Wealthspire Advisors, LLC | 3,126 | +812 | $277.3K | +$69.8K | 35.1% |
| Cetera Investment Advisers | 45,895 | +1,198 | $4.1M | +$63.3K | 2.7% |
| Trust Co | 1,273 | +676 | $112.9K | +$59.4K | 113.2% |
| Canada Post Corp Registered Pension Plan | 2,778 | +630 | $246.4K | +$58.1K | 29.3% |
| Lido Advisors, LLC | 18,902 | +743 | $1.7M | +$57.9K | 4.1% |
| D.A. DAVIDSON & CO. | 11,350 | +764 | $1.0M | +$57.6K | 7.2% |
| NEUBERGER BERMAN GROUP LLC | 11,498 | +764 | $1.0M | +$57.5K | 7.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 56,338 | +979 | $5.0M | +$56.0K | 1.8% |
| Ascent Group, LLC | 11,729 | +736 | $1.0M | +$54.8K | 6.7% |
| Perpetual Ltd | 499,007 | +5,902 | $44.3M | +$50.1K | 1.2% |
| Versant Capital Management, Inc | 1,505 | +570 | $133.5K | +$49.7K | 61.0% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 65,171 | +160 | $5.8M | -$48.2K | 0.2% |
| HB Wealth Management, LLC | 3,379 | +570 | $299.7K | +$47.9K | 20.3% |
| Chicago Partners Investment Group LLC | 3,709 | +428 | $341.9K | +$44.3K | 13.0% |
| Norinchukin Bank, The | 7,824 | +570 | $694.0K | +$43.6K | 7.8% |
| Apollon Wealth Management, LLC | 10,352 | +591 | $918.2K | +$43.0K | 6.0% |
| Rafferty Asset Management, LLC | 13,181 | +609 | $1.2M | +$41.9K | 4.8% |
| NovaPoint Capital, LLC | 12,519 | +569 | $1.1M | +$39.0K | 4.8% |
| Ancora Advisors LLC | 1,369 | +419 | $121.4K | +$36.3K | 44.1% |
| ZACKS INVESTMENT MANAGEMENT | 3,582 | +432 | $317.7K | +$35.2K | 13.7% |
| ProShare Advisors LLC | 38,131 | +791 | $3.4M | +$34.3K | 2.1% |
| JONES FINANCIAL COMPANIES LLLP | 6,209 | +241 | $550.8K | +$33.0K | 4.0% |
| Ethic Inc. | 3,043 | +385 | $270.0K | +$31.6K | 14.5% |
| NAPLES GLOBAL ADVISORS, LLC | 11,458 | +475 | $1.0M | +$31.6K | 4.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 4,050 | +390 | $359.2K | +$31.1K | 10.7% |
| FIFTH THIRD BANCORP | 4,381 | +392 | $388.6K | +$30.9K | 9.8% |
| Ballentine Partners, LLC | 2,606 | +371 | $231.2K | +$30.8K | 16.6% |
| Sterling Capital Management LLC | 7,783 | +417 | $690.4K | +$29.9K | 5.7% |
| Larson Financial Group LLC | 1,685 | +338 | $149.4K | +$28.6K | 25.1% |
| HUB Investment Partners, LLC | 3,703 | +355 | $328.5K | +$28.3K | 10.6% |
| MACKENZIE FINANCIAL CORP | 4,742 | +340 | $422.4K | +$27.8K | 7.7% |
| ROMANO BROTHERS AND COMPANY | 29,975 | +100 | $2.7M | -$27.3K | 0.3% |
| Waverly Advisors, LLC | 4,121 | +342 | $365.5K | +$26.7K | 9.1% |
| Centennial Wealth Advisory LLC | 5,505 | +336 | $488.4K | +$24.9K | 6.5% |
| Compound Planning, Inc. | 3,905 | +319 | $346.4K | +$24.9K | 8.9% |
| Parallel Advisors, LLC | 3,806 | +315 | $337.6K | +$24.6K | 9.0% |
| Summit Trail Advisors, LLC | 11,974 | +398 | $1.1M | +$24.2K | 3.4% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 4,000 | +300 | $354.8K | +$23.1K | 8.1% |
| NewEdge Advisors, LLC | 6,861 | +307 | $608.6K | +$20.9K | 4.7% |
| Clearstead Advisors, LLC | 394 | +185 | $34.9K | +$16.2K | 88.5% |
| Beacon Pointe Advisors, LLC | 4,299 | +223 | $381.4K | +$15.9K | 5.5% |
| Portfolio Design Labs, LLC | 13,000 | +316 | $1.2M | +$15.9K | 2.5% |
| ROTHSCHILD INVESTMENT LLC | 25,030 | +96 | $2.2M | -$15.4K | 0.4% |
| Parcion Private Wealth LLC | 23,591 | +415 | $2.1M | +$14.6K | 1.8% |
| MIZUHO SECURITIES USA LLC | 8,715 | +17 | $791.8K | +$14.5K | 0.2% |
| MGO ONE SEVEN LLC | 4,324 | +198 | $383.5K | +$13.6K | 4.8% |
| PATTON FUND MANAGEMENT, INC. | 2,526 | +177 | $224.1K | +$13.4K | 7.5% |
| Asset Management One Co., Ltd. | 4,493 | +183 | $399.3K | +$12.9K | 4.2% |
| JFS WEALTH ADVISORS, LLC | 211 | +144 | $18.7K | +$12.7K | 214.9% |
| Wealthcare Advisory Partners LLC | 16,771 | +311 | $1.5M | +$11.7K | 1.9% |
| TRUIST FINANCIAL CORP | 3,733 | +167 | $331.1K | +$11.4K | 4.7% |
| Sound Income Strategies, LLC | 182 | +105 | $17.1K | +$10.0K | 136.4% |
| Pathstone Holdings, LLC | 10,503 | +223 | $931.6K | +$9.9K | 2.2% |
| Hennion & Walsh Asset Management, Inc. | 32,880 | +246 | $2.9M | -$9.5K | 0.8% |
| Quent Capital, LLC | 438 | +105 | $38.8K | +$9.0K | 31.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 13,655 | +52 | $1.2M | -$8.4K | 0.4% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 277,946 | +96,236 | $24.7K | +$8.4K | 53.0% |
| Orion Porfolio Solutions, LLC | 23,964 | +343 | $2.1M | +$7.7K | 1.4% |
| Empowered Funds, LLC | 3,166 | +116 | $280.8K | +$7.4K | 3.8% |
| Stratos Wealth Partners, LTD. | 4,711 | +131 | $417.9K | +$7.2K | 2.9% |
| Lifeworks Advisors, LLC | 3,250 | +110 | $288.3K | +$6.8K | 3.5% |
| HRT FINANCIAL LP | 346,331 | +77,745 | $30.7K | +$6.6K | 28.9% |
| Smartleaf Asset Management LLC | 223 | +65 | $19.9K | +$6.1K | 41.1% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 9,788 | +42 | $868.2K | -$5.7K | 0.4% |
| Root Financial Partners, LLC | 330 | +63 | $29.3K | +$5.3K | 23.6% |
| Mirador Capital Partners LP | 8,932 | +38 | $792.3K | -$5.2K | 0.4% |
| Horizon Investments, LLC | 1,815 | +57 | $161.0K | +$5.0K | 3.2% |
| WHITTIER TRUST CO | 504 | +60 | $45.0K | +$4.9K | 13.5% |
| Intrua Financial, LLC | 3,846 | +90 | $341.2K | +$4.5K | 2.4% |
| LSV ASSET MANAGEMENT | 135,710 | +43,000 | $12.0K | +$3.7K | 46.4% |
| SIGNATUREFD, LLC | 1,406 | +53 | $124.7K | +$3.4K | 3.9% |
| &PARTNERS | 3,291 | +71 | $291.9K | +$3.2K | 2.2% |
| BRADLEY FOSTER & SARGENT INC/CT | 3,464 | +69 | $307.3K | +$2.9K | 2.0% |
| Rialto Wealth Management, LLC | 35 | +32 | $3.1K | +$2.8K | 1066.7% |
| MUFG SECURITIES AMERICAS INC. | 3,224 | +3 | $286.0K | -$2.8K | 0.1% |
| CALTON & ASSOCIATES, INC. | 2,420 | +57 | $214.6K | +$2.8K | 2.4% |
| WPG Advisers, LLC | 368 | +35 | $32.6K | +$2.8K | 10.5% |
| Baker Ellis Asset Management LLC | 48,119 | +485 | $4.3M | -$2.7K | 1.0% |
| Silver Lake Advisory, LLC | 8,872 | +68 | $786.9K | -$2.4K | 0.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 113,685 | +1,190 | $10.1M | -$2.4K | 1.1% |
| International Private Wealth Advisors LLC | 2,725 | +2 | $241.7K | -$2.4K | 0.1% |
| STRS OHIO | 2,854 | +5 | $253.2K | -$2.3K | 0.2% |
| TD Waterhouse Canada Inc. | 1,020 | +19 | $90.5K | +$2.2K | 1.9% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3,825 | +18 | $339.3K | -$2.1K | 0.5% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 123 | +22 | $10.9K | +$1.9K | 21.8% |
| 1620 INVESTMENT ADVISORS, INC. | 5,240 | +75 | $464.8K | +$1.7K | 1.4% |
| CYBER HORNET ETFs LLC | 331 | +21 | $29.4K | +$1.6K | 6.8% |
| Grove Bank & Trust | 68 | +16 | $6.0K | +$1.4K | 30.8% |
| Transamerica Financial Advisors, LLC | 27 | +15 | $2.4K | +$1.3K | 125.0% |
| Manchester Capital Management LLC | 718 | +20 | $63.7K | +$1.1K | 2.9% |
| Spire Wealth Management | 105 | +13 | $9.3K | +$1.1K | 14.1% |
| Crewe Advisors LLC | 2,596 | +16 | $230.3K | -$1.0K | 0.6% |
| ORG Partners LLC | 41 | +12 | $3.7K | +$1.0K | 41.4% |
| Parkside Financial Bank & Trust | 289 | +13 | $25.6K | +$887 | 4.7% |
| MOODY NATIONAL BANK TRUST DIVISION | 3,252 | +42 | $288.5K | +$644 | 1.3% |
| PRIVATE TRUST CO NA | 1,019 | +4 | $90.4K | -$620 | 0.4% |
| HARBOUR INVESTMENTS, INC. | 845 | +3 | $75.0K | -$542 | 0.3% |
| EVOLUTION WEALTH MANAGEMENT INC. | 12 | +6 | $1.1K | +$532 | 100.0% |
| True Wealth Design, LLC | 113 | +6 | $10.0K | +$430 | 5.6% |
| Bay Harbor Wealth Management, LLC | 10 | +4 | $887 | +$350 | 66.7% |
| ALGERT GLOBAL LLC | 64,432 | +4,220 | $5.7K | +$316 | 7.0% |
| Dunhill Financial, LLC | 13 | +4 | $1.1K | +$307 | 44.4% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 16,192 | +170 | $1.4M | -$303 | 1.1% |
| PRAXIS INVESTMENT MANAGEMENT INC | 5,911 | +3,151 | $524 | +$277 | 114.2% |
| ELEVATION WEALTH PARTNERS, LLC | 8 | +3 | $710 | +$261 | 60.0% |
| SBI Securities Co., Ltd. | 129 | +4 | $11.4K | +$234 | 3.2% |
| VAN ECK ASSOCIATES CORP | 46,382 | +2,829 | $4.1K | +$209 | 6.5% |
| CoreCap Advisors, LLC | 404 | +7 | $35.8K | +$195 | 1.8% |
| Stephens Consulting, LLC | 103 | +3 | $9.1K | +$171 | 3.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,359 | +1,785 | $209 | +$158 | 311.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 134 | +3 | $11.9K | +$140 | 2.3% |
| HANTZ FINANCIAL SERVICES, INC. | 2,700 | +1,391 | $239 | +$122 | 106.3% |
| CWM, LLC | 7,160 | +1,071 | $635 | +$89 | 17.6% |
| HFM Investment Advisors, LLC | 6 | +1 | $533 | +$85 | 20.0% |
| Daiwa Securities Group Inc. | 9,197 | +561 | $816 | +$42 | 6.5% |
| CX Institutional | 1,760 | +364 | $156 | +$31 | 26.1% |
| Harel Insurance Investments & Financial Services Ltd. | 132 | +8 | $12 | +$1 | 6.5% |