13F QoQ Ownership Changes
PODD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 128 new · 323 added · 372 reduced · 108 exited
New Positions(128)
Added To(323)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 400,870 | +337,421 | $113.9M | +$94.4M | 531.8% |
| NORGES BANK | 1,058,238 | +170,786 | $300.8M | +$94.2M | 19.2% |
| AQR CAPITAL MANAGEMENT LLC | 459,115 | +283,643 | $130.5M | +$76.6M | 161.6% |
| STATE STREET CORP | 3,155,489 | +65,317 | $896.9M | -$57.1M | 2.1% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 386,468 | +185,081 | $109.8M | +$47.7M | 91.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 218,559 | +152,185 | $62.1M | +$41.6M | 229.3% |
| Freestone Grove Partners LP | 198,490 | +139,434 | $56.4M | +$38.2M | 236.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,006,413 | +41,019 | $568.3M | -$36.2M | 2.1% |
| Vinva Investment Management Ltd | 123,971 | +118,029 | $35.7M | +$33.9M | 1986.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 159,549 | +118,138 | $45.4M | +$32.6M | 285.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 551,133 | +142,922 | $157.1M | +$32.0M | 35.0% |
| TWO SIGMA INVESTMENTS, LP | 366,722 | +115,918 | $104.2M | +$26.8M | 46.2% |
| Polar Capital Holdings Plc | 148,299 | +88,982 | $42.2M | +$23.8M | 150.0% |
| JANUS HENDERSON GROUP PLC | 91,104 | +83,876 | $25.9M | +$23.7M | 1160.4% |
| Hudson Bay Capital Management LP | 80,000 | +67,496 | $22.7M | +$18.9M | 539.8% |
| BANK OF NOVA SCOTIA | 74,403 | +65,740 | $21.1M | +$18.5M | 758.9% |
| DEUTSCHE BANK AG\ | 308,447 | +78,096 | $87.7M | +$16.6M | 33.9% |
| NORTHERN TRUST CORP | 712,601 | +3,421 | $202.5M | -$16.4M | 0.5% |
| Aberdeen Group plc | 225,429 | +70,607 | $64.1M | +$16.3M | 45.6% |
| AMERICAN CENTURY COMPANIES INC | 1,584,424 | +177,561 | $450.4M | +$16.0M | 12.6% |
| GOLDMAN SACHS GROUP INC | 768,066 | +10,254 | $218.3M | -$15.6M | 1.4% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 299,735 | +68,997 | $85.2M | +$14.0M | 29.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 806,119 | +29,690 | $229.1M | -$10.6M | 3.8% |
| Quantinno Capital Management LP | 166,563 | +46,291 | $47.3M | +$10.2M | 38.5% |
| Asset Management One Co., Ltd. | 76,594 | +38,193 | $21.9M | +$10.1M | 99.5% |
| Bridgewater Associates, LP | 57,344 | +36,250 | $16.3M | +$9.8M | 171.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 522,470 | +10,414 | $148.5M | -$9.6M | 2.0% |
| Mediolanum International Funds Ltd | 51,884 | +33,101 | $14.9M | +$9.1M | 176.2% |
| Candriam S.C.A. | 66,502 | +30,225 | $18.9M | +$7.7M | 83.3% |
| CASTLEARK MANAGEMENT LLC | 80,957 | +30,460 | $23.0M | +$7.4M | 60.3% |
| Invesco Ltd. | 1,480,562 | +141,167 | $420.8M | +$7.3M | 10.5% |
| SEI INVESTMENTS CO | 180,840 | +37,952 | $51.4M | +$7.3M | 26.6% |
| State of Tennessee, Department of Treasury | 43,117 | +30,708 | $11.0M | +$7.2M | 247.5% |
| Eversept Partners, LP | 74,708 | +29,104 | $21.2M | +$7.2M | 63.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 133,670 | +33,400 | $38.0M | +$7.0M | 33.3% |
| LBP AM SA | 41,603 | +25,725 | $11.8M | +$6.9M | 162.0% |
| TWO SIGMA ADVISERS, LP | 87,380 | +28,480 | $24.8M | +$6.7M | 48.4% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 115,832 | +30,386 | $32.9M | +$6.5M | 35.6% |
| Schonfeld Strategic Advisors LLC | 45,892 | +24,262 | $13.0M | +$6.4M | 112.2% |
| TUDOR INVESTMENT CORP ET AL | 23,947 | +22,047 | $6.8M | +$6.2M | 1160.4% |
| MARSHALL WACE, LLP | 324,717 | +44,247 | $92.3M | +$5.7M | 15.8% |
| BANK OF MONTREAL /CAN/ | 69,089 | +22,629 | $19.6M | +$5.3M | 48.7% |
| CREDIT AGRICOLE S A | 30,260 | +18,714 | $8.6M | +$5.0M | 162.1% |
| Nuveen, LLC | 234,485 | +2,701 | $66.7M | -$4.9M | 1.2% |
| IFM Investors Pty Ltd | 15,377 | +657 | $4.4K | -$4.7M | 4.5% |
| Dai-ichi Life Insurance Company, Ltd | 19,209 | +16,421 | $5.5M | +$4.6M | 589.0% |
| Parkman Healthcare Partners LLC | 140,860 | +24,622 | $40.0M | +$4.2M | 21.2% |
| PRUDENTIAL PLC | 19,977 | +14,820 | $5.7M | +$4.1M | 287.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,088 | +249 | $4.0M | +$4.0M | 1.8% |
| FORSTA AP-FONDEN | 46,220 | +16,120 | $13.1M | +$3.8M | 53.5% |
| Amundi | 390,693 | +46,604 | $111.1M | +$3.8M | 13.5% |
| Assenagon Asset Management S.A. | 156,979 | +24,761 | $44.6M | +$3.8M | 18.7% |
| TORONTO DOMINION BANK | 41,229 | +15,323 | $11.7M | +$3.7M | 59.1% |
| Chicago Capital, LLC | 182,231 | +2,625 | $51.8M | -$3.7M | 1.5% |
| Stephens Investment Management Group LLC | 141,052 | +229 | $40.1M | -$3.4M | 0.2% |
| Skandinaviska Enskilda Banken AB (publ) | 66,083 | +15,728 | $18.8M | +$3.2M | 31.2% |
| Twin Tree Management, LP | 55,860 | +14,713 | $15.9M | +$3.2M | 35.8% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 15,053 | +10,583 | $4.3M | +$2.9M | 236.8% |
| RHUMBLINE ADVISERS | 156,028 | +3,587 | $44.3M | -$2.7M | 2.4% |
| UBS Group AG | 234,022 | +27,079 | $66.5M | +$2.6M | 13.1% |
| XTX Topco Ltd | 13,521 | +9,084 | $3.8M | +$2.5M | 204.7% |
| Rakuten Investment Management, Inc. | 9,256 | +7,676 | $2.7M | +$2.4M | 485.8% |
| VICTORY CAPITAL MANAGEMENT INC | 131,834 | +18,269 | $37.5M | +$2.4M | 16.1% |
| MILLENNIUM MANAGEMENT LLC | 234,949 | +10,979 | $66.8M | -$2.4M | 4.9% |
| Aware Super Pty Ltd as trustee of Aware Super | 17,295 | +8,770 | $4.9M | +$2.3M | 102.9% |
| FRANKLIN RESOURCES INC | 94,190 | +235 | $26.8M | -$2.2M | 0.3% |
| DARK FOREST CAPITAL MANAGEMENT LP | 9,887 | +7,769 | $2.8M | +$2.2M | 366.8% |
| Jefferies Financial Group Inc. | 13,361 | +7,602 | $3.8M | +$2.0M | 132.0% |
| SEGALL BRYANT & HAMILL, LLC | 100,306 | +1,420 | $28.5M | -$2.0M | 1.4% |
| FEDERATED HERMES, INC. | 767,834 | +67,210 | $218.2M | +$1.9M | 9.6% |
| Diversified Trust Co | 8,102 | +6,742 | $2.3M | +$1.9M | 495.7% |
| Focus Partners Wealth | 14,367 | +6,958 | $4.1M | +$1.8M | 93.9% |
| Mitsubishi UFJ Trust & Banking Corp | 43,921 | +9,206 | $12.5M | +$1.8M | 26.5% |
| DANSKE BANK A/S | 43,829 | +9,074 | $12.5M | +$1.7M | 26.1% |
| DNB Asset Management AS | 58,161 | +10,148 | $16.5M | +$1.7M | 21.1% |
| CIBC Asset Management Inc | 16,526 | +6,821 | $4.7M | +$1.7M | 70.3% |
| Banque Cantonale Vaudoise | 5,866 | +1,478 | $1.7M | +$1.7M | 33.7% |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 10,616 | +6,136 | $3.0M | +$1.6M | 137.0% |
| Joel Isaacson & Co., LLC | 6,671 | +5,810 | $1.9M | +$1.6M | 674.8% |
| Gradient Investments LLC | 69,161 | +10,497 | $19.7M | +$1.5M | 17.9% |
| Campbell & CO Investment Adviser LLC | 8,491 | +5,510 | $2.4M | +$1.5M | 184.8% |
| HighTower Advisors, LLC | 7,921 | +5,377 | $2.3M | +$1.5M | 211.4% |
| PRINCIPAL FINANCIAL GROUP INC | 81,033 | +1,873 | $23.0M | -$1.4M | 2.4% |
| Engineers Gate Manager LP | 64,923 | +664 | $18.5M | -$1.4M | 1.0% |
| NATIXIS | 33,303 | +7,028 | $9.5M | +$1.4M | 26.7% |
| Aquatic Capital Management LLC | 9,168 | +5,029 | $2.6M | +$1.3M | 121.5% |
| Dynamic Technology Lab Private Ltd | 7,034 | +4,845 | $2.0M | +$1.3M | 221.3% |
| STRS OHIO | 22,680 | +6,003 | $6.4M | +$1.3M | 36.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 147,449 | +8,172 | $41.7M | -$1.3M | 5.9% |
| ProShare Advisors LLC | 17,993 | +5,517 | $5.1M | +$1.3M | 44.2% |
| Caisse de depot et placement du Quebec | 74,896 | +9,962 | $21.3M | +$1.2M | 15.3% |
| Thrive Capital Management, LLC | 11,525 | +4,630 | $3.3M | +$1.1M | 67.2% |
| Robeco Institutional Asset Management B.V. | 215,522 | +13,508 | $61.3M | -$1.1M | 6.7% |
| Vestmark Advisory Solutions, Inc. | 4,813 | +3,799 | $1.4M | +$1.1M | 374.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 39,697 | +144 | $11.3M | -$927.7K | 0.4% |
| PARNASSUS INVESTMENTS, LLC | 166,904 | +16,205 | $47.4M | +$915.5K | 10.8% |
| Susquehanna Portfolio Strategies, LLC | 31,950 | +5,336 | $9.1M | +$864.9K | 20.0% |
| CONGRESS ASSET MANAGEMENT CO | 100,518 | +10,721 | $28.6M | +$848.2K | 11.9% |
| JENNISON ASSOCIATES LLC | 105,512 | +5,656 | $30.0M | -$838.0K | 5.7% |
| Corient Private Wealth LLC | 112,245 | +101,432 | $4.1M | +$794.7K | 938.0% |
| BRAUN STACEY ASSOCIATES INC | 55,845 | +1,893 | $15.9M | -$783.2K | 3.5% |
| Rockefeller Capital Management L.P. | 3,343 | +2,775 | $950.2K | +$774.9K | 488.6% |
| Investment Management Corp of Ontario | 6,136 | +2,861 | $1.7M | +$733.0K | 87.3% |
| ALLSTATE CORP | 5,247 | +2,752 | $1.5M | +$721.1K | 110.3% |
| National Pension Service | 4,008 | +2,599 | $1.1M | +$704.2K | 184.4% |
| Fisher Asset Management, LLC | 52,735 | +6,462 | $15.0M | +$703.4K | 14.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 9,187 | +3,003 | $2.6M | +$702.1K | 48.6% |
| Bogart Wealth, LLC | 39,499 | +5,375 | $11.2M | +$692.1K | 15.8% |
| CITIGROUP INC | 95,252 | +5,370 | $27.1M | -$674.8K | 6.0% |
| Trilogy Capital Inc. | 12,457 | +3,136 | $3.5M | +$663.1K | 33.6% |
| Sterling Capital Management LLC | 9,014 | +2,678 | $2.6M | +$606.0K | 42.3% |
| ABN AMRO INVESTMENT SOLUTIONS | 2,928 | +2,072 | $832.3K | +$568.0K | 242.1% |
| Rhenman & Partners Asset Management AB | 61,000 | +3,000 | $17.3M | -$567.7K | 5.2% |
| IEQ CAPITAL, LLC | 15,010 | +3,027 | $4.3M | +$566.9K | 25.3% |
| ITHAKA GROUP LLC | 27,868 | +394 | $7.9M | -$560.8K | 1.4% |
| Edgestream Partners, L.P. | 9,368 | +2,469 | $2.7M | +$532.8K | 35.8% |
| MACKENZIE FINANCIAL CORP | 11,160 | +2,527 | $3.2M | +$531.7K | 29.3% |
| DIMENSIONAL FUND ADVISORS LP | 355,117 | +26,479 | $100.9M | -$519.9K | 8.1% |
| Swedbank AB | 85,988 | +8,500 | $24.4M | +$518.4K | 11.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 137,158 | +12,197 | $39.1M | +$501.2K | 9.8% |
| Woodline Partners LP | 38,616 | +1,469 | $11.0M | -$492.2K | 4.0% |
| Caprock Group, LLC | 8,026 | +2,752 | $2.3M | +$488.9K | 52.2% |
| BAMCO INC /NY/ | 7,886 | +2,186 | $2.2M | +$481.8K | 38.4% |
| AVIVA PLC | 58,694 | +3,099 | $16.7M | -$480.7K | 5.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,416 | +2,303 | $13.8M | -$474.7K | 5.0% |
| MML INVESTORS SERVICES, LLC | 5,079 | +1,901 | $1.4M | +$462.5K | 59.8% |
| LOOMIS SAYLES & CO L P | 2,009 | +1,632 | $571.0K | +$454.6K | 432.9% |
| NATIONAL BANK OF CANADA /FI/ | 45,746 | +2,206 | $13.0M | -$439.7K | 5.1% |
| Aaron Wealth Advisors LLC | 3,941 | +1,728 | $1.1M | +$437.0K | 78.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 12,469 | +2,355 | $3.5M | +$421.7K | 23.3% |
| MUFG Securities EMEA plc | 2,889 | +1,542 | $821.2K | +$405.3K | 114.5% |
| Geneos Wealth Management Inc. | 35,924 | +1,664 | $10.2M | -$366.1K | 4.8% |
| OneDigital Investment Advisors LLC | 26,966 | +3,318 | $7.7M | +$364.0K | 14.0% |
| B. Metzler seel. Sohn & Co. AG | 5,210 | +1,497 | $1.5M | +$334.6K | 40.3% |
| Verition Fund Management LLC | 13,636 | +30 | $3.9M | -$324.7K | 0.2% |
| TD Asset Management Inc | 44,119 | +4,551 | $12.5M | +$324.6K | 11.5% |
| Silvant Capital Management LLC | 15,620 | +216 | $4.4M | -$315.8K | 1.4% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 53,980 | +5,280 | $15.3M | +$308.1K | 10.8% |
| VIRTUS ADVISERS, LLC | 1,102 | +1,051 | $318.6K | +$302.9K | 2060.8% |
| Mirae Asset Global Investments Co., Ltd. | 17,570 | +2,315 | $5.0M | +$284.4K | 15.2% |
| GUGGENHEIM CAPITAL LLC | 33,514 | +1,750 | $9.5M | -$280.5K | 5.5% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,868 | +1,029 | $531.0K | +$271.9K | 122.6% |
| Trexquant Investment LP | 90,985 | +8,098 | $25.9M | +$271.9K | 9.8% |
| STEINBERGANNA WEALTH MANAGEMENT | 11,462 | +71 | $3.3M | -$258.8K | 0.6% |
| Gotham Asset Management, LLC | 17,887 | +2,251 | $5.1M | +$256.9K | 14.4% |
| US BANCORP \DE\ | 15,725 | +419 | $4.5M | -$255.7K | 2.7% |
| Czech National Bank | 18,550 | +671 | $5.3M | -$247.1K | 3.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 5,684 | +1,236 | $1.6M | +$242.5K | 27.8% |
| NewEdge Wealth, LLC | 3,556 | +1,073 | $1.0M | +$230.0K | 43.2% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 10,831 | +1,595 | $3.1M | +$227.2K | 17.3% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 9,670 | +71 | $2.7M | -$214.9K | 0.7% |
| SCHOLTZ & COMPANY, LLC | 12,976 | +1,718 | $3.7M | +$212.6K | 15.3% |
| NOMURA HOLDINGS INC | 2,631 | +882 | $747.8K | +$207.9K | 50.4% |
| OMERS ADMINISTRATION Corp | 9,840 | +1,427 | $2.8M | +$199.6K | 17.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 9,050 | +85 | $2.6M | -$195.4K | 0.9% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 8,058 | +18 | $2.3M | -$191.8K | 0.2% |
| INCEPTIONR LLC | 3,785 | +921 | $1.1M | +$191.6K | 32.1% |
| FIFTH THIRD BANCORP | 8,584 | +74 | $2.4M | -$187.4K | 0.9% |
| Kera Capital Partners, Inc. | 1,966 | +942 | $502.9K | +$186.8K | 92.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,819 | +888 | $1.4M | +$186.5K | 22.6% |
| Alberta Investment Management Corp | 15,100 | +600 | $4.3M | -$184.6K | 4.1% |
| Russell Investments Group, Ltd. | 74,362 | +5,252 | $21.2M | -$184.0K | 7.6% |
| Ausdal Financial Partners, Inc. | 4,604 | +924 | $1.3M | +$172.3K | 25.1% |
| Mariner, LLC | 10,547 | +275 | $3.0M | -$171.6K | 2.7% |
| XPONANCE, INC. | 17,527 | +835 | $5.0M | -$171.4K | 5.0% |
| NewEdge Advisors, LLC | 3,412 | +798 | $969.8K | +$162.8K | 30.5% |
| Ethic Inc. | 7,683 | +89 | $2.2M | -$160.7K | 1.2% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,980 | +204 | $2.6M | -$156.9K | 2.3% |
| Advyzon Investment Management, LLC | 3,968 | +812 | $1.1M | +$153.5K | 25.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,654 | +34 | $1.9M | -$152.5K | 0.5% |
| NISA INVESTMENT ADVISORS, LLC | 5,293 | +905 | $1.5M | +$149.8K | 20.6% |
| BROWN ADVISORY INC | 29,080 | +2,777 | $8.3M | +$145.2K | 10.6% |
| Camarda Financial Advisors, LLC | 8,430 | +210 | $2.4M | -$141.6K | 2.5% |
| Inscription Capital, LLC | 4,026 | +767 | $1.1M | +$138.2K | 23.5% |
| Annis Gardner Whiting Capital Advisors, LLC | 512 | +487 | $145.5K | +$137.8K | 1948.0% |
| Clearstead Advisors, LLC | 745 | +497 | $211.8K | +$135.2K | 200.4% |
| Advisors Asset Management, Inc. | 1,089 | +497 | $309.5K | +$126.8K | 84.0% |
| Kestra Advisory Services, LLC | 3,881 | +714 | $1.1M | +$125.4K | 22.5% |
| MEEDER ASSET MANAGEMENT INC | 1,605 | +533 | $456.2K | +$125.2K | 49.7% |
| QUADRANT CAPITAL GROUP LLC | 5,235 | +13 | $1.5M | -$124.2K | 0.2% |
| CreativeOne Wealth, LLC | 4,321 | +745 | $1.2M | +$124.2K | 20.8% |
| Cerity Partners LLC | 13,206 | +679 | $3.8M | -$113.5K | 5.4% |
| Farther Finance Advisors, LLC | 1,099 | +451 | $312.5K | +$112.3K | 69.6% |
| Tidal Investments LLC | 10,123 | +449 | $2.9M | -$109.3K | 4.6% |
| FRED ALGER MANAGEMENT, LLC | 11,077 | +525 | $3.1M | -$109.2K | 5.0% |
| Generali Investments, Management Co LLC | 1,143 | +442 | $324.9K | +$108.5K | 63.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5,108 | +326 | $1.4M | -$103.7K | 6.8% |
| American Trust | 1,087 | +421 | $309.0K | +$103.4K | 63.2% |
| New Age Alpha Advisors, LLC | 3,850 | +9 | $1.1M | -$91.5K | 0.2% |
| TRUIST FINANCIAL CORP | 1,697 | +408 | $482.4K | +$84.4K | 31.6% |
| Spire Wealth Management | 353 | +295 | $100.3K | +$82.4K | 508.6% |
| Callan Family Office, LLC | 1,462 | +374 | $415.6K | +$79.7K | 34.4% |
| NEOS Investment Management LLC | 5,057 | +655 | $1.4M | +$78.4K | 14.9% |
| M&G PLC | 47,807 | +4,104 | $13.6M | +$73.0K | 9.4% |
| Canada Post Corp Registered Pension Plan | 1,610 | +370 | $457.6K | +$72.5K | 29.8% |
| WINTON GROUP Ltd | 4,692 | +606 | $1.3M | +$72.2K | 14.8% |
| HUB Investment Partners, LLC | 1,079 | +312 | $306.7K | +$69.9K | 40.7% |
| QRG CAPITAL MANAGEMENT, INC. | 1,987 | +381 | $564.8K | +$69.0K | 23.7% |
| Federation des caisses Desjardins du Quebec | 3,481 | +62 | $989.3K | -$66.3K | 1.8% |
| Evelyn Partners Investment Management Services Ltd | 425 | +250 | $120.8K | +$65.8K | 142.8% |
| BRIDGES INVESTMENT MANAGEMENT INC | 1,102 | +300 | $313.2K | +$65.6K | 37.4% |
| ANGELES WEALTH MANAGEMENT, LLC | 2,589 | +13 | $735.9K | -$59.4K | 0.5% |
| MOKAN Wealth Management Inc. | 916 | +261 | $260.2K | +$58.2K | 39.8% |
| GREAT LAKES ADVISORS, LLC | 2,784 | +40 | $791.3K | -$55.8K | 1.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 736 | +235 | $209.2K | +$54.5K | 46.9% |
| JONES FINANCIAL COMPANIES LLLP | 2,192 | +403 | $623.1K | +$54.4K | 22.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2,247 | +3 | $638.7K | -$54.1K | 0.1% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1,067 | +37 | $282.7K | -$50.5K | 3.6% |
| CHOREO, LLC | 2,495 | +13 | $716.1K | -$50.1K | 0.5% |
| Versant Capital Management, Inc | 1,337 | +267 | $380.0K | +$49.7K | 24.9% |
| Founders Financial Alliance, LLC | 2,054 | +2 | $583.8K | -$49.7K | 0.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 359 | +186 | $102.0K | +$48.6K | 107.5% |
| Mattson Financial Services, LLC | 6,487 | +670 | $1.8M | +$48.0K | 11.5% |
| Baker Avenue Asset Management, LP | 1,153 | +245 | $327.8K | +$47.4K | 27.0% |
| Motley Fool Asset Management LLC | 2,002 | +7 | $569.0K | -$46.9K | 0.3% |
| PROFUND ADVISORS LLC | 1,224 | +235 | $347.9K | +$42.6K | 23.8% |
| GTS SECURITIES LLC | 887 | +207 | $252.1K | +$42.2K | 30.4% |
| MATHER GROUP, LLC. | 1,376 | +239 | $391.0K | +$39.9K | 21.0% |
| Crossmark Global Holdings, Inc. | 3,268 | +384 | $928.9K | +$38.5K | 13.3% |
| Ascent Group, LLC | 1,216 | +219 | $345.6K | +$37.8K | 22.0% |
| Global Retirement Partners, LLC | 391 | +142 | $111.1K | +$34.3K | 57.0% |
| Sequoia Financial Advisors, LLC | 2,527 | +96 | $718.2K | -$32.2K | 3.9% |
| Fifth Third Wealth Advisors LLC | 1,443 | +12 | $410.2K | -$31.6K | 0.8% |
| Vident Advisory, LLC | 1,588 | +25 | $451.4K | -$31.2K | 1.6% |
| Brookstone Capital Management | 2,511 | +100 | $713.7K | -$30.6K | 4.1% |
| Merit Financial Group, LLC | 1,116 | +183 | $317.2K | +$29.2K | 19.6% |
| Orion Porfolio Solutions, LLC | 1,569 | +33 | $446.0K | -$28.2K | 2.1% |
| Brown Financial Advisors | 3,720 | +385 | $1.1M | +$27.8K | 11.5% |
| BAM Wealth Management, LLC | 1,025 | +169 | $291.3K | +$27.1K | 19.7% |
| Revolve Wealth Partners, LLC | 1,490 | +35 | $423.5K | -$25.7K | 2.4% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 5,949 | +501 | $1.7M | +$25.6K | 9.2% |
| MAI Capital Management | 1,537 | +40 | $436.8K | -$25.3K | 2.7% |
| Wakefield Asset Management LLLP | 965 | +1 | $274.3K | -$23.3K | 0.1% |
| ACADIAN ASSET MANAGEMENT LLC | 117,113 | +83,307 | $33.3K | +$22.8K | 246.4% |
| SIGNATUREFD, LLC | 1,708 | +63 | $485.6K | -$22.4K | 3.8% |
| Prestige Wealth Management Group LLC | 104 | +94 | $25.4K | +$22.3K | 940.0% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 2,865 | +297 | $814.3K | +$21.5K | 11.6% |
| Inspire Investing, LLC | 1,149 | +159 | $326.6K | +$20.9K | 16.1% |
| Net Worth Advisory Group | 875 | +4 | $248.7K | -$20.4K | 0.5% |
| Outlook Wealth Advisors, LLC | 910 | +7 | $258.7K | -$20.1K | 0.8% |
| PDS Planning, Inc | 824 | +3 | $234.2K | -$19.3K | 0.4% |
| Independent Advisor Alliance | 1,493 | +58 | $424.4K | -$18.7K | 4.0% |
| SJS Investment Consulting Inc. | 59 | +57 | $16.8K | +$16.2K | 2850.0% |
| Blueshift Asset Management, LLC | 1,651 | +182 | $469.3K | +$15.8K | 12.4% |
| Silvercrest Asset Management Group LLC | 6,018 | +527 | $1.7M | +$15.3K | 9.6% |
| Vontobel Holding Ltd. | 2,898 | +278 | $823.7K | +$14.9K | 10.6% |
| CAPTRUST FINANCIAL ADVISORS | 5,236 | +462 | $1.5M | +$14.4K | 9.7% |
| Paladin Wealth, LLC | 1,888 | +105 | $536.6K | -$13.8K | 5.9% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 135 | +55 | $38.4K | +$13.7K | 68.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 867 | +27 | $246.4K | -$12.9K | 3.2% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,408 | +152 | $400.2K | +$12.5K | 12.1% |
| Larson Financial Group LLC | 88 | +47 | $25.0K | +$12.4K | 114.6% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 50,840 | +44,000 | $14.5K | +$12.3K | 643.3% |
| WINNOW WEALTH LLC | 3,067 | +278 | $874.1K | +$12.3K | 10.0% |
| Norinchukin Bank, The | 4,358 | +307 | $1.2M | -$11.9K | 7.6% |
| AdvisorNet Financial, Inc | 763 | +23 | $216.9K | -$11.6K | 3.1% |
| Y-Intercept (Hong Kong) Ltd | 14,338 | +1,100 | $4.1M | -$11.5K | 8.3% |
| Whalen Wealth Management Inc. | 1,549 | +159 | $440.2K | +$11.0K | 11.4% |
| ASSETMARK, INC | 703 | +21 | $199.7K | -$10.7K | 3.1% |
| SG Americas Securities, LLC | 39,261 | +36,570 | $11.2K | +$10.3K | 1359.0% |
| Empowered Funds, LLC | 2,085 | +134 | $592.6K | -$9.7K | 6.9% |
| Parallel Advisors, LLC | 842 | +37 | $239.5K | -$9.2K | 4.6% |
| Gibbs Wealth Management | 720 | +17 | $208.1K | -$8.9K | 2.4% |
| Manchester Capital Management LLC | 88 | +35 | $25.0K | +$8.7K | 66.0% |
| M&T Bank Corp | 10,289 | +844 | $2.9M | +$8.0K | 8.9% |
| TD Waterhouse Canada Inc. | 450 | +6 | $127.8K | -$7.9K | 1.4% |
| JUNCTURE WEALTH STRATEGIES, LLC | 1,336 | +131 | $379.7K | +$7.7K | 10.9% |
| Smartleaf Asset Management LLC | 514 | +15 | $147.8K | -$7.5K | 3.0% |
| CERTUITY, LLC | 1,321 | +83 | $375.5K | -$6.7K | 6.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 275,880 | +40,284 | $78.4K | +$5.7K | 17.1% |
| MassMutual Private Wealth & Trust, FSB | 325 | +9 | $92.4K | -$5.2K | 2.8% |
| Meeder Advisory Services, Inc. | 878 | +53 | $249.6K | -$5.1K | 6.4% |
| ALPS ADVISORS INC | 4,231 | +320 | $1.2M | -$4.8K | 8.2% |
| UMB Bank, n.a. | 294 | +8 | $83.6K | -$4.7K | 2.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 30,534 | +17,678 | $8.7K | +$4.7K | 137.5% |
| TD PRIVATE CLIENT WEALTH LLC | 201 | +2 | $57.1K | -$4.3K | 1.0% |
| EverSource Wealth Advisors, LLC | 323 | +12 | $91.8K | -$4.2K | 3.9% |
| Prime Capital Investment Advisors, LLC | 902 | +83 | $256.3K | +$3.5K | 10.1% |
| JFS WEALTH ADVISORS, LLC | 27 | +13 | $7.7K | +$3.4K | 92.8% |
| IMA Advisory Services, Inc. | 11 | +10 | $3.1K | +$2.8K | 1000.0% |
| ORG Partners LLC | 20 | +10 | $5.7K | +$2.6K | 100.0% |
| MJT & Associates Financial Advisory Group, Inc. | 22 | +10 | $6.3K | +$2.5K | 83.3% |
| CYBER HORNET ETFs LLC | 203 | +8 | $57.7K | -$2.5K | 4.1% |
| Portside Wealth Group, LLC | 1,392 | +118 | $395.7K | +$2.3K | 9.3% |
| ROTHSCHILD INVESTMENT LLC | 227 | +12 | $64.4K | -$2.0K | 5.6% |
| Handelsbanken Fonder AB | 29,502 | +8,486 | $8.4K | +$1.9K | 40.4% |
| First Command Advisory Services, Inc. | 7 | +6 | $2.0K | +$1.7K | 600.0% |
| Root Financial Partners, LLC | 84 | +12 | $23.9K | +$1.6K | 16.7% |
| Bell Investment Advisors, Inc | 47 | +9 | $13.4K | +$1.6K | 23.7% |
| Rossby Financial, LCC | 16 | +6 | $4.5K | +$1.5K | 60.0% |
| ALGERT GLOBAL LLC | 23,886 | +6,687 | $6.8K | +$1.5K | 38.9% |
| Clearstead Trust, LLC | 10 | +5 | $2.8K | +$1.3K | 100.0% |
| Virtu Financial LLC | 4,628 | +2,585 | $1.3K | +$684 | 126.5% |
| Arlington Capital Management, Inc. | 758 | +58 | $215.5K | -$657 | 8.3% |
| Fortitude Family Office, LLC | 37 | +1 | $10.5K | -$597 | 2.8% |
| Mn Services Vermogensbeheer B.V. | 26,968 | +368 | $7.7K | -$547 | 1.4% |
| Aspect Partners, LLC | 3 | +2 | $852 | +$543 | 200.0% |
| Plante Moran Financial Advisors, LLC | 85 | +5 | $24.2K | -$538 | 6.3% |
| VAN ECK ASSOCIATES CORP | 6,120 | +2,119 | $1.7K | +$505 | 53.0% |
| Bay Harbor Wealth Management, LLC | 6 | +2 | $1.7K | +$471 | 50.0% |
| Daiwa Securities Group Inc. | 19,071 | +2,833 | $5.4K | +$408 | 17.4% |
| Physician Wealth Advisors, Inc. | 9 | +2 | $2.6K | +$397 | 28.6% |
| CoreCap Advisors, LLC | 10 | +2 | $2.8K | +$372 | 25.0% |
| Thrivent Financial for Lutherans | 29,964 | +1,247 | $8.5K | -$348 | 4.3% |
| Dunhill Financial, LLC | 8 | +2 | $2.1K | +$343 | 33.3% |
| Cornerstone Planning Group LLC | 12 | +1 | $3.1K | -$333 | 9.1% |
| SIT INVESTMENT ASSOCIATES INC | 18,634 | +2,277 | $5.3K | +$247 | 13.9% |
| Hughes Financial Services, LLC | 3 | +1 | $853 | +$212 | 50.0% |
| Washington Trust Advisors, Inc. | 15 | +1 | $4.2K | -$163 | 7.1% |
| Employees Retirement System of Texas | 8,342 | +1,092 | $2.4K | +$133 | 15.1% |
| ELEVATION WEALTH PARTNERS, LLC | 20 | +2 | $5.7K | +$127 | 11.1% |
| Main Management ETF Advisors, LLC | 5,481 | +56 | $1.6K | -$117 | 1.0% |
| Brevan Howard Capital Management LP | 3,362 | +267 | $955.6K | +$96 | 8.6% |
| iA Global Asset Management Inc. | 7,376 | +831 | $2.1K | +$76 | 12.7% |
| T. Rowe Price Investment Management, Inc. | 338 | +248 | $97 | +$69 | 275.6% |
| CWM, LLC | 5,274 | +561 | $1.5K | +$44 | 11.9% |
| Abound Wealth Management | 10 | +1 | $2.7K | -$36 | 11.1% |
| GW&K Investment Management, LLC | 346 | +99 | $98 | +$22 | 40.1% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 67 | +63 | $19 | +$18 | 1575.0% |
| HANTZ FINANCIAL SERVICES, INC. | 804 | +11 | $229 | -$16 | 1.4% |
| CX Institutional | 1,111 | +52 | $316 | -$11 | 4.9% |
| Penserra Capital Management LLC | 6 | +3 | $1 | +$1 | 100.0% |
| Avion Wealth | 26 | +2 | $7 | $0 | 8.3% |