13F QoQ Ownership Changes
PSA-PS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 141 new · 335 added · 614 reduced · 152 exited
New Positions(141)
Added To(335)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital International Investors | 4,134,996 | +3,686,211 | $1.07B | +$943.4M | 821.4% |
| BlackRock, Inc. | 16,905,431 | +340,651 | $4.39B | -$397.8M | 2.0% |
| FIRST TRUST ADVISORS LP | 721,588 | +535,465 | $187.3M | +$133.5M | 287.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,089,143 | +66,445 | $1.06B | -$100.1M | 1.6% |
| VANGUARD GROUP INC | 25,343,098 | +2,274,397 | $6.58B | -$86.9M | 9.8% |
| JPMORGAN CHASE & CO | 3,391,561 | +57,073 | $880.1M | -$83.1M | 1.7% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 330,487 | +273,436 | $85.8M | +$69.3M | 479.3% |
| NORGES BANK | 4,484,589 | +1,467,548 | $1.16B | +$65.9M | 48.6% |
| APG Asset Management US Inc. | 2,207,675 | +22,696 | $572.9M | -$62.2M | 1.0% |
| DIMENSIONAL FUND ADVISORS LP | 2,212,753 | +18,541 | $574.2M | -$59.6M | 0.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,102,491 | +126,583 | $805.1M | -$54.5M | 4.3% |
| GOLDMAN SACHS GROUP INC | 1,550,236 | +214 | $402.3M | -$45.4M | 0.0% |
| Clearbridge Investments, LLC | 1,442,975 | +297,404 | $374.5M | +$43.6M | 26.0% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 155,068 | +147,342 | $45.1M | +$42.9M | 1907.1% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1,435,967 | +290,360 | $372.6M | +$41.7M | 25.3% |
| Invesco Ltd. | 1,285,080 | +271,860 | $333.5M | +$40.8M | 26.8% |
| Legal & General Group Plc | 1,951,779 | +83,916 | $506.5M | -$33.0M | 4.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 361,225 | +141,942 | $93.7M | +$30.4M | 64.7% |
| Caisse de depot et placement du Quebec | 503,139 | +149,480 | $130.6M | +$28.4M | 42.3% |
| Bank Julius Baer & Co. Ltd, Zurich | 315,312 | +110,731 | $82.0M | +$22.9M | 54.1% |
| 1832 Asset Management L.P. | 519,876 | +130,882 | $134.9M | +$22.5M | 33.6% |
| Gotham Asset Management, LLC | 136,507 | +90,205 | $35.4M | +$22.0M | 194.8% |
| CITIGROUP INC | 334,670 | +100,459 | $86.8M | +$19.2M | 42.9% |
| JANE STREET GROUP, LLC | 94,800 | +71,500 | $24.6M | +$17.9M | 306.9% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 138,320 | +75,347 | $35.9M | +$17.7M | 119.6% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 158,023 | +67,238 | $41.0M | +$14.8M | 74.1% |
| Korea Investment CORP | 111,851 | +55,811 | $29.0M | +$12.8M | 99.6% |
| NATIXIS | 143,201 | +57,940 | $37.2M | +$12.5M | 68.0% |
| Balyasny Asset Management L.P. | 71,176 | +43,376 | $18.5M | +$10.4M | 156.0% |
| State of Tennessee, Department of Treasury | 133,666 | +40,196 | $36.9M | +$9.9M | 43.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,701 | +37,268 | $10.6M | +$9.6M | 1085.6% |
| Hudson Bay Capital Management LP | 64,510 | +38,000 | $16.7M | +$9.1M | 143.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 39,471 | +34,510 | $10.3M | +$8.8M | 695.6% |
| BNP PARIBAS FINANCIAL MARKETS | 321,952 | +2,663 | $83.5M | -$8.7M | 0.8% |
| RAYMOND JAMES FINANCIAL INC | 257,690 | +54,537 | $66.9M | +$8.2M | 26.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 458,815 | +25,353 | $118.6M | -$6.6M | 5.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 289,675 | +9,618 | $75.2M | -$5.7M | 3.4% |
| Rakuten Investment Management, Inc. | 20,773 | +20,523 | $5.4M | +$5.4M | 8209.2% |
| Adelante Capital Management LLC | 241,215 | +6,098 | $62.6M | -$5.3M | 2.6% |
| Heitman Real Estate Securities LLC | 170,846 | +34,766 | $44.3M | +$5.0M | 25.5% |
| ENVESTNET ASSET MANAGEMENT INC | 172,197 | +2,125 | $44.7M | -$4.4M | 1.2% |
| JANUS HENDERSON GROUP PLC | 258,814 | +11,013 | $67.2M | -$4.4M | 4.4% |
| MILLENNIUM MANAGEMENT LLC | 252,351 | +39,810 | $65.5M | +$4.1M | 18.7% |
| Twin Tree Management, LP | 55,500 | +19,613 | $14.4M | +$4.0M | 54.6% |
| M&T Bank Corp | 19,647 | +14,971 | $5.1M | +$3.7M | 320.2% |
| PRINCIPAL FINANCIAL GROUP INC | 246,002 | +12,444 | $63.8M | -$3.6M | 5.3% |
| Wealthfront Advisers LLC | 23,272 | +14,113 | $6.0M | +$3.4M | 154.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 181,568 | +30,111 | $47.1M | +$3.4M | 19.9% |
| BANK OF MONTREAL /CAN/ | 119,991 | +1,782 | $31.1M | -$3.0M | 1.5% |
| Perpetual Ltd | 136,273 | +3,848 | $35.4M | -$2.9M | 2.9% |
| Prestige Wealth Management Group LLC | 11,339 | +8,996 | $3.5M | +$2.8M | 383.9% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 13,330 | +10,983 | $3.5M | +$2.8M | 467.9% |
| WOLVERINE ASSET MANAGEMENT LLC | 11,789 | +10,608 | $3.1M | +$2.7M | 898.2% |
| AVIVA PLC | 129,301 | +3,731 | $33.6M | -$2.7M | 3.0% |
| Lansforsakringar Fondforvaltning AB (publ) | 103,287 | +1,902 | $26.8M | -$2.5M | 1.9% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 80,890 | +136 | $21.0M | -$2.3M | 0.2% |
| Squarepoint Ops LLC | 18,432 | +9,649 | $4.8M | +$2.2M | 109.8% |
| BENJAMIN EDWARDS INC | 12,262 | +9,019 | $3.2M | +$2.2M | 278.1% |
| Quantinno Capital Management LP | 120,026 | +4,571 | $31.1M | -$2.2M | 4.0% |
| VICTORY CAPITAL MANAGEMENT INC | 78,213 | +562 | $20.3M | -$2.1M | 0.7% |
| CIBC Asset Management Inc | 118,340 | +4,730 | $30.7M | -$2.1M | 4.2% |
| STATE OF WISCONSIN INVESTMENT BOARD | 86,041 | +1,510 | $22.3M | -$2.1M | 1.8% |
| Uniplan Investment Counsel, Inc. | 87,554 | +16,096 | $22.7M | +$2.1M | 22.5% |
| NOMURA HOLDINGS INC | 24,930 | +9,326 | $6.5M | +$2.0M | 59.8% |
| BANK OF NOVA SCOTIA | 32,615 | +9,458 | $8.5M | +$1.8M | 40.8% |
| Private Capital Management, LLC | 8,500 | +7,000 | $2.2M | +$1.8M | 466.7% |
| Flavin Financial Services, Inc. | 8,441 | +5,820 | $2.5M | +$1.7M | 222.1% |
| Columbus Macro, LLC | 36,739 | +9,691 | $9.5M | +$1.7M | 35.8% |
| ALLSTATE CORP | 15,874 | +7,395 | $4.1M | +$1.7M | 87.2% |
| Skandinaviska Enskilda Banken AB (publ) | 56,746 | +252 | $14.7M | -$1.6M | 0.4% |
| STRS OHIO | 110,455 | +5,759 | $28.7M | -$1.6M | 5.5% |
| DANSKE BANK A/S | 71,763 | +1,958 | $18.6M | -$1.5M | 2.8% |
| COMMERCE BANK | 52,862 | +128 | $13.7M | -$1.5M | 0.2% |
| NEOS Investment Management LLC | 37,886 | +8,964 | $9.8M | +$1.5M | 31.0% |
| Pictet Asset Management Holding SA | 83,193 | +13,493 | $21.6M | +$1.5M | 19.4% |
| OVERSEA-CHINESE BANKING Corp Ltd | 13,676 | +6,337 | $3.5M | +$1.4M | 86.3% |
| Pacer Advisors, Inc. | 76,832 | +2,999 | $19.9M | -$1.4M | 4.1% |
| Rathbones Group PLC | 58,499 | +1,361 | $15.2M | -$1.3M | 2.4% |
| ISTHMUS PARTNERS, LLC | 42,589 | +26 | $11.1M | -$1.2M | 0.1% |
| Baird Financial Group, Inc. | 31,243 | +7,378 | $8.1M | +$1.2M | 30.9% |
| ABN AMRO INVESTMENT SOLUTIONS | 7,787 | +4,850 | $2.0M | +$1.2M | 165.1% |
| Candriam S.C.A. | 21,332 | +6,273 | $5.5M | +$1.2M | 41.6% |
| Edgestream Partners, L.P. | 33,882 | +7,440 | $8.8M | +$1.2M | 28.1% |
| TCW GROUP INC | 16,682 | +5,597 | $4.3M | +$1.1M | 50.5% |
| Corient Private Wealth LLC | 176,953 | +116,311 | $16.4M | -$1.1M | 191.8% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 38,696 | +153 | $10.0M | -$1.1M | 0.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 44,393 | +1,093 | $11.5M | -$987.2K | 2.5% |
| Sophron Capital Management L.P. | 36,578 | +309 | $9.5M | -$984.3K | 0.8% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,202 | +2,887 | $15.6M | -$933.0K | 5.0% |
| Aptus Capital Advisors, LLC | 35,084 | +478 | $9.1M | -$891.6K | 1.4% |
| FIL Ltd | 56,559 | +8,817 | $14.7M | +$886.8K | 18.5% |
| Vinva Investment Management Ltd | 17,758 | +4,548 | $4.6M | +$825.7K | 34.4% |
| MUFG Securities EMEA plc | 6,481 | +3,459 | $1.7M | +$808.9K | 114.5% |
| JONES FINANCIAL COMPANIES LLLP | 42,283 | +1,189 | $11.0M | -$793.4K | 2.9% |
| Edgemoor Investment Advisors, Inc. | 28,665 | +169 | $7.4M | -$792.5K | 0.6% |
| Seven Post Investment Office LP | 30,163 | +342 | $7.8M | -$786.5K | 1.1% |
| Czech National Bank | 41,638 | +1,532 | $10.8M | -$779.6K | 3.8% |
| Weaver Capital Management LLC | 6,306 | +3,322 | $1.6M | +$774.6K | 111.3% |
| LPL Financial LLC | 135,486 | +16,421 | $35.2M | +$766.6K | 13.8% |
| Metis Global Partners, LLC | 42,381 | +1,724 | $11.0M | -$745.9K | 4.2% |
| Capital Investment Advisors, LLC | 38,372 | +1,342 | $10.0M | -$738.6K | 3.6% |
| Mirae Asset Global Investments Co., Ltd. | 32,604 | +5,854 | $8.5M | +$734.0K | 21.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 27,973 | +5,281 | $7.3M | +$704.4K | 23.3% |
| AlphaQuest LLC | 4,100 | +2,637 | $1.1M | +$641.4K | 180.2% |
| AlphaCore Capital LLC | 3,538 | +2,576 | $918.0K | +$640.0K | 267.8% |
| B&I Capital AG | 39,000 | +1,785 | $10.1M | -$629.1K | 4.8% |
| Erste Asset Management GmbH | 28,000 | +800 | $7.3M | -$587.1K | 2.9% |
| Knights of Columbus Asset Advisors LLC | 18,610 | +3,763 | $4.8M | +$540.7K | 25.3% |
| Eastover Investment Advisors LLC | 22,413 | +417 | $5.8M | -$537.4K | 1.9% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 259,181 | +28,111 | $67.3M | +$512.9K | 12.2% |
| Advisory Services Network, LLC | 4,508 | +2,123 | $1.2M | +$480.8K | 89.0% |
| PRING TURNER CAPITAL GROUP INC | 19,074 | +286 | $4.9M | -$477.0K | 1.5% |
| Investment Management Corp of Ontario | 16,416 | +3,296 | $4.3M | +$470.2K | 25.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | 8,429 | +2,471 | $2.2M | +$466.4K | 41.5% |
| NORDEA INVESTMENT MANAGEMENT AB | 33,288 | +1,581 | $8.6M | -$439.7K | 5.0% |
| ARKANSAS FINANCIAL GROUP, INC. | 2,298 | +1,532 | $659.0K | +$434.2K | 200.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27,113 | +1,261 | $7.0M | -$431.5K | 4.9% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2,529 | +1,744 | $656.2K | +$429.5K | 222.2% |
| Baker Ellis Asset Management LLC | 17,662 | +351 | $4.6M | -$417.0K | 2.0% |
| Cetera Investment Advisers | 71,200 | +5,806 | $18.5M | -$412.8K | 8.9% |
| STIFEL FINANCIAL CORP | 87,056 | +7,454 | $22.6M | -$403.3K | 9.4% |
| Crossmark Global Holdings, Inc. | 9,804 | +2,349 | $2.5M | +$390.8K | 31.5% |
| Norinchukin Bank, The | 16,983 | +375 | $4.4M | -$390.1K | 2.3% |
| Federation des caisses Desjardins du Quebec | 18,371 | +3,183 | $4.8M | +$380.2K | 20.9% |
| Advisors Asset Management, Inc. | 14,341 | +183 | $3.7M | -$368.0K | 1.3% |
| Mediolanum International Funds Ltd | 13,562 | +39 | $3.5M | -$360.3K | 0.3% |
| CREDIT AGRICOLE S A | 53,442 | +6,647 | $13.9M | +$351.5K | 14.2% |
| Trajan Wealth LLC | 17,735 | +589 | $4.6M | -$350.5K | 3.4% |
| Vestmark Advisory Solutions, Inc. | 3,715 | +1,498 | $964.0K | +$323.6K | 67.6% |
| Colonial Trust Advisors | 15,329 | +456 | $4.0M | -$318.3K | 3.1% |
| Campbell & CO Investment Adviser LLC | 2,275 | +1,332 | $590.4K | +$318.0K | 141.3% |
| ProShare Advisors LLC | 35,162 | +2,495 | $9.1M | -$311.3K | 7.6% |
| MML INVESTORS SERVICES, LLC | 12,087 | +173 | $3.1M | -$304.6K | 1.4% |
| MAI Capital Management | 16,642 | +645 | $4.3M | -$302.1K | 4.0% |
| Te Ahumairangi Investment Management Ltd | 18,606 | +855 | $4.8M | -$299.1K | 4.8% |
| Franklin, Parlapiano, Turner & Welch, LLC | 26,299 | +554 | $7.7M | +$292.6K | 2.1% |
| NewEdge Wealth, LLC | 3,152 | +1,255 | $817.9K | +$288.8K | 66.2% |
| &PARTNERS | 29,354 | +2,077 | $7.6M | -$286.9K | 7.6% |
| Cullen/Frost Bankers, Inc. | 39,907 | +5,042 | $10.4M | +$285.3K | 14.5% |
| Avanza Fonder AB | 14,627 | +2,465 | $3.8M | +$282.7K | 20.3% |
| NAPLES GLOBAL ADVISORS, LLC | 4,837 | +1,428 | $1.3M | +$270.5K | 41.9% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 10,090 | +99 | $2.6M | -$267.7K | 1.0% |
| Stiles Financial Services Inc | 11,782 | +304 | $3.1M | -$257.9K | 2.6% |
| Columbia Bank | 7,163 | +131 | $1.9M | -$257.8K | 1.9% |
| Capula Management Ltd | 5,500 | +1,404 | $1.4M | +$244.1K | 34.3% |
| Presima Securities ULC | 8,298 | +30 | $2.2M | -$234.9K | 0.4% |
| StoneX Group Inc. | 1,852 | +910 | $481.2K | +$209.0K | 96.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 830 | +771 | $215.4K | +$198.3K | 1306.8% |
| DoubleLine ETF Adviser LP | 10,225 | +359 | $2.7M | -$196.4K | 3.6% |
| Steward Partners Investment Advisory, LLC | 12,731 | +624 | $3.3M | -$193.5K | 5.2% |
| ADVOCATE GROUP LLC | 20,319 | +1,407 | $5.3M | -$189.9K | 7.4% |
| Kovack Advisors, Inc. | 1,666 | +825 | $432.4K | +$189.4K | 98.1% |
| Sowell Financial Services LLC | 8,619 | +225 | $2.2M | -$187.9K | 2.7% |
| Tidal Investments LLC | 11,646 | +544 | $3.0M | -$184.7K | 4.9% |
| Man Group plc | 47,200 | +5,416 | $12.2M | +$179.1K | 13.0% |
| USS Investment Management Ltd | 32,682 | +2,733 | $8.5M | -$169.3K | 9.1% |
| Independent Advisor Alliance | 6,920 | +137 | $1.8M | -$163.5K | 2.0% |
| Empowered Funds, LLC | 5,663 | +18 | $1.5M | -$161.0K | 0.3% |
| Wealthspire Advisors, LLC | 3,869 | +914 | $1.0M | +$150.3K | 30.9% |
| GeoWealth Management, LLC | 6,692 | +161 | $1.7M | -$149.9K | 2.5% |
| ABSHER WEALTH MANAGEMENT, LLC | 3,659 | +882 | $949.5K | +$147.4K | 31.8% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5,046 | +13 | $1.3M | -$144.3K | 0.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5,512 | +101 | $1.4M | -$132.7K | 1.9% |
| OLD NATIONAL BANCORP /IN/ | 33,430 | +3,831 | $8.7M | +$125.4K | 12.9% |
| Haverford Trust Co | 4,064 | +6 | $1.1M | -$117.5K | 0.1% |
| TUDOR INVESTMENT CORP ET AL | 6,700 | +300 | $1.7M | -$110.0K | 4.7% |
| DOLIVER ADVISORS, LP | 4,129 | +39 | $1.1M | -$109.9K | 0.9% |
| National Pension Service | 283,755 | +28,455 | $73.6M | -$109.0K | 11.1% |
| Vanderbilt University | 10,559 | +1,447 | $2.7M | +$108.1K | 15.9% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 24,324 | +667 | $6.9M | +$103.2K | 2.8% |
| Segment Wealth Management, LLC | 3,630 | +13 | $942.0K | -$102.8K | 0.3% |
| AZZAD ASSET MANAGEMENT INC /ADV | 5,319 | +187 | $1.4M | -$102.2K | 3.6% |
| BROWN BROTHERS HARRIMAN & CO | 904 | +444 | $234.6K | +$101.7K | 96.5% |
| Beacon Pointe Advisors, LLC | 9,840 | +655 | $2.6M | -$99.4K | 7.1% |
| Drucker Wealth 3.0, LLC | 5,675 | +238 | $1.5M | -$97.4K | 4.4% |
| Cascade Investment Advisors, Inc. | 4,649 | +140 | $1.2M | -$96.0K | 3.1% |
| ICW Investment Advisors LLC | 4,255 | +106 | $1.1M | -$94.1K | 2.5% |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,944 | +618 | $764.1K | +$92.1K | 26.6% |
| SUMITOMO LIFE INSURANCE CO | 3,281 | +21 | $851.4K | -$90.2K | 0.6% |
| Verition Fund Management LLC | 4,710 | +173 | $1.2M | -$88.3K | 3.8% |
| OSSIAM | 3,733 | +680 | $968.7K | +$86.9K | 22.3% |
| Equitable Holdings, Inc. | 2,777 | +582 | $720.6K | +$86.6K | 26.5% |
| Triton Financial Group Inc | 2,823 | +584 | $732.6K | +$85.8K | 26.1% |
| REGATTA CAPITAL GROUP, LLC | 6,993 | +418 | $1.8M | -$84.6K | 6.3% |
| Whitener Capital Management, Inc. | 2,123 | +490 | $550.9K | +$79.2K | 30.0% |
| Verity Asset Management, Inc. | 1,256 | +400 | $325.9K | +$78.7K | 46.7% |
| Clear Creek Financial Management, LLC | 1,976 | +473 | $512.8K | +$78.6K | 31.5% |
| Maia Wealth LLC | 1,110 | +209 | $324.4K | +$78.6K | 23.2% |
| AE Wealth Management LLC | 1,772 | +450 | $459.9K | +$77.8K | 34.0% |
| Avidian Wealth Enterprises, LLC | 2,922 | +29 | $758.4K | -$77.3K | 1.0% |
| Pekin Hardy Strauss, Inc. | 3,241 | +65 | $841.0K | -$76.3K | 2.0% |
| Vontobel Holding Ltd. | 2,097 | +472 | $544.2K | +$74.8K | 29.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,351 | +371 | $350.6K | +$67.5K | 37.9% |
| Colonial Trust Co / SC | 7,055 | +488 | $1.8M | -$66.1K | 7.4% |
| Aaron Wealth Advisors LLC | 1,671 | +398 | $433.6K | +$65.9K | 31.3% |
| Inscription Capital, LLC | 2,215 | +2 | $574.8K | -$64.4K | 0.1% |
| Golden State Wealth Management, LLC | 447 | +266 | $116.2K | +$63.7K | 147.0% |
| AssuredPartners Investment Advisors, LLC | 1,341 | +344 | $348.1K | +$60.0K | 34.5% |
| Envestnet Portfolio Solutions, Inc. | 1,685 | +374 | $437.3K | +$58.6K | 28.5% |
| ROGCO, LP | 3,648 | +168 | $946.7K | -$58.5K | 4.8% |
| Ritter Daniher Financial Advisory LLC / DE | 257 | +228 | $66.8K | +$58.4K | 786.2% |
| Capital Management Associates, Inc | 7,920 | +1,000 | $2.1M | +$56.4K | 14.4% |
| Biltmore Wealth Management, LLC | 2,130 | +23 | $552.7K | -$55.8K | 1.1% |
| World Investment Advisors | 3,253 | +783 | $769.2K | +$55.7K | 31.7% |
| Meiji Yasuda Asset Management Co Ltd. | 2,215 | +37 | $574.8K | -$54.3K | 1.7% |
| EVERMAY WEALTH MANAGEMENT LLC | 659 | +255 | $171.0K | +$54.3K | 63.1% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,866 | +4 | $484.2K | -$53.6K | 0.2% |
| WealthPLAN Partners, LLC | 1,854 | +3 | $481.1K | -$53.5K | 0.2% |
| MACKENZIE FINANCIAL CORP | 19,952 | +1,765 | $5.2M | -$53.5K | 9.7% |
| Shum Financial Group, Inc. | 1,978 | +16 | $513.2K | -$53.5K | 0.8% |
| Williams & Novak, LLC | 1,671 | +347 | $433.6K | +$51.3K | 26.2% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 2,508 | +81 | $650.8K | -$50.2K | 3.3% |
| Legacy Capital Wealth Partners, LLC | 1,236 | +293 | $320.8K | +$48.4K | 31.1% |
| Werba Rubin Papier Wealth Management | 2,343 | +74 | $608.1K | -$47.3K | 3.3% |
| LIBERTY WEALTH MANAGEMENT LLC | 1,756 | +15 | $455.7K | -$47.2K | 0.9% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2,662 | +433 | $690.8K | +$46.9K | 19.4% |
| Inspire Advisors, LLC | 2,558 | +107 | $663.7K | -$44.3K | 4.4% |
| Confluence Wealth Services, Inc. | 1,668 | +19 | $432.8K | -$43.5K | 1.1% |
| CERTUITY, LLC | 1,041 | +253 | $270.5K | +$42.9K | 32.1% |
| Focus Partners Wealth | 21,618 | +2,337 | $5.6M | +$42.2K | 12.1% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 1,854 | +44 | $481.0K | -$41.7K | 2.4% |
| PROFUND ADVISORS LLC | 2,657 | +410 | $689.5K | +$40.4K | 18.2% |
| Main Line Retirement Advisors, LLC | 1,534 | +17 | $398.2K | -$40.0K | 1.1% |
| REXFORD CAPITAL INC | 1,353 | +3 | $351.1K | -$38.8K | 0.2% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 152 | +147 | $39.4K | +$38.0K | 2940.0% |
| CONNING INC. | 3,006 | +176 | $780.1K | -$37.4K | 6.2% |
| MOTCO | 1,284 | +2 | $333.2K | -$37.1K | 0.1% |
| Kingsview Wealth Management, LLC | 1,447 | +20 | $375.5K | -$36.8K | 1.4% |
| Astoria Portfolio Advisors LLC. | 822 | +89 | $251.0K | +$36.2K | 12.1% |
| IVC Wealth Advisors LLC | 1,923 | +73 | $499.0K | -$35.4K | 3.9% |
| AlphaStar Capital Management, LLC | 1,258 | +10 | $326.4K | -$34.0K | 0.8% |
| Texas Capital Bank Wealth Management Services Inc | 1,307 | +16 | $339.2K | -$33.7K | 1.2% |
| PACIFIC SUN FINANCIAL CORP | 1,432 | +30 | $371.6K | -$33.4K | 2.1% |
| Clearstead Advisors, LLC | 745 | +188 | $193.3K | +$32.4K | 33.8% |
| NOVEM GROUP | 3,356 | +450 | $871.0K | +$31.6K | 15.5% |
| OneDigital Investment Advisors LLC | 1,206 | +13 | $313.0K | -$31.5K | 1.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 8,000 | +1,032 | $2.1M | +$31.4K | 14.8% |
| Asset Planning,Inc | 1,206 | +14 | $312.9K | -$31.4K | 1.2% |
| HighPoint Advisor Group LLC | 2,094 | +106 | $543.3K | -$31.0K | 5.3% |
| Geneos Wealth Management Inc. | 1,042 | +1 | $270.5K | -$30.3K | 0.1% |
| Bill Few Associates, Inc. | 1,037 | +1 | $269.2K | -$30.1K | 0.1% |
| Apollon Wealth Management, LLC | 5,029 | +410 | $1.3M | -$29.2K | 8.9% |
| Howard Capital Management Inc. | 1,035 | +5 | $268.6K | -$28.9K | 0.5% |
| Planned Solutions, Inc. | 1,059 | +9 | $274.8K | -$28.5K | 0.8% |
| TRUST CO OF VERMONT | 944 | +1 | $245.0K | -$27.4K | 0.1% |
| Certified Advisory Corp | 935 | +1 | $242.6K | -$27.2K | 0.1% |
| Ruffer LLP | 1,380 | +230 | $358.7K | +$26.5K | 20.0% |
| Investmark Advisory Group LLC | 952 | +6 | $247.1K | -$26.2K | 0.6% |
| COMMONS CAPITAL, LLC | 950 | +7 | $246.6K | -$25.9K | 0.7% |
| Second Line Capital, LLC | 1,174 | +31 | $304.7K | -$25.5K | 2.7% |
| Dynamic Wealth Strategies, LLC | 484 | +137 | $125.6K | +$25.4K | 39.5% |
| Miracle Mile Advisors, LLC | 1,550 | +70 | $402.3K | -$25.2K | 4.7% |
| Inspire Investing, LLC | 2,106 | +300 | $546.6K | +$25.0K | 16.6% |
| Callan Family Office, LLC | 2,391 | +158 | $620.4K | -$24.6K | 7.1% |
| Quotient Wealth Partners, LLC | 953 | +13 | $247.3K | -$24.2K | 1.4% |
| Outlook Wealth Advisors, LLC | 945 | +13 | $245.3K | -$23.9K | 1.4% |
| MATHER GROUP, LLC. | 777 | +1 | $201.6K | -$22.5K | 0.1% |
| Global Wealth Management Investment Advisory, Inc. | 3,840 | +319 | $996.4K | -$20.6K | 9.1% |
| FIDUCIARY FINANCIAL GROUP, LLC | 1,469 | +79 | $381.2K | -$20.3K | 5.7% |
| Lido Advisors, LLC | 4,107 | +117 | $1.2M | +$19.6K | 2.9% |
| COHEN & STEERS, INC. | 3,993,623 | +339,882 | $1.0M | -$19.0K | 9.3% |
| Golden State Equity Partners | 1,059 | +171 | $274.8K | +$18.4K | 19.3% |
| Virtus Investment Advisers, LLC | 622 | +5 | $161.4K | -$16.8K | 0.8% |
| Tyche Wealth Partners LLC | 1,030 | +46 | $267.4K | -$16.8K | 4.7% |
| S.A. Mason LLC | 632 | +7 | $164.0K | -$16.5K | 1.1% |
| ADELL HARRIMAN & CARPENTER INC | 1,429 | +200 | $370.8K | +$15.8K | 16.3% |
| IHT Wealth Management, LLC | 946 | +44 | $245.4K | -$15.0K | 4.9% |
| SG Americas Securities, LLC | 66,320 | +56,555 | $17.2K | +$14.4K | 579.2% |
| Yoder Wealth Management, Inc. | 973 | +50 | $252.5K | -$14.1K | 5.4% |
| Busey Bank | 1,573 | +111 | $408.2K | -$14.1K | 7.6% |
| Koshinski Asset Management, Inc. | 1,901 | +241 | $493.3K | +$13.8K | 14.5% |
| Crestwood Advisors Group, LLC | 924 | +140 | $239.8K | +$13.3K | 17.9% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 5,291 | +494 | $1.4M | -$12.6K | 10.3% |
| XPONANCE, INC. | 27,774 | +2,779 | $7.2M | -$12.5K | 11.1% |
| Live Oak Investment Partners | 2,191 | +265 | $568.6K | +$12.2K | 13.8% |
| TRUE Private Wealth Advisors | 870 | +47 | $225.8K | -$12.0K | 5.7% |
| Legacy Wealth Asset Management, LLC | 1,270 | +88 | $329.6K | -$11.9K | 7.4% |
| Jacobi Capital Management LLC | 2,242 | +188 | $581.8K | -$11.5K | 9.2% |
| 4WEALTH ADVISORS, INC. | 1,170 | +80 | $303.5K | -$11.4K | 7.3% |
| Foundations Investment Advisors, LLC | 2,487 | +215 | $645.3K | -$10.9K | 9.5% |
| Farther Finance Advisors, LLC | 3,287 | +370 | $853.1K | +$10.4K | 12.7% |
| PATTON FUND MANAGEMENT, INC. | 805 | +48 | $208.9K | -$9.8K | 6.3% |
| InTrack Investment Management Inc | 2,579 | +230 | $669.1K | -$9.5K | 9.8% |
| L2 Asset Management, LLC | 794 | +52 | $206.0K | -$8.3K | 7.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,294 | +105 | $335.7K | -$7.6K | 8.8% |
| 1834 INVESTMENT ADVISORS CO | 15,207 | +1,571 | $3.9M | +$7.5K | 11.5% |
| Center for Financial Planning, Inc. | 736 | +100 | $191.0K | +$7.3K | 15.7% |
| Daiwa Securities Group Inc. | 837,705 | +110,043 | $217.4K | +$7.2K | 15.1% |
| Raiffeisen Bank International AG | 142 | +37 | $37.1K | +$6.8K | 35.2% |
| CYBER HORNET ETFs LLC | 454 | +23 | $117.8K | -$6.7K | 5.3% |
| Financial Perspectives, Inc | 223 | +1 | $57.9K | -$6.2K | 0.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 790 | +60 | $205.0K | -$5.9K | 8.2% |
| Petix & Botte Co | 828 | +64 | $214.9K | -$5.8K | 8.4% |
| HARBOR INVESTMENT ADVISORY, LLC | 197 | +2 | $51.2K | -$5.3K | 1.0% |
| Pembroke Management, LTD | 1,057 | +125 | $274.3K | +$5.1K | 13.4% |
| Physician Wealth Advisors, Inc. | 496 | +34 | $128.7K | -$4.7K | 7.3% |
| IMA Advisory Services, Inc. | 284 | +13 | $73.7K | -$4.6K | 4.8% |
| CIBC Private Wealth Group LLC | 844 | +71 | $218.9K | -$4.4K | 9.2% |
| Winch Advisory Services, LLC | 187 | +33 | $48.4K | +$3.8K | 21.4% |
| Meridian Wealth Management, LLC | 4,762 | +472 | $1.2M | -$3.5K | 11.0% |
| MJT & Associates Financial Advisory Group, Inc. | 30 | +15 | $7.8K | +$3.5K | 100.0% |
| Spire Wealth Management | 253 | +14 | $65.5K | -$3.4K | 5.8% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 117,533 | +969 | $30.5K | -$3.2K | 0.8% |
| Prime Capital Investment Advisors, LLC | 918 | +83 | $238.1K | -$3.1K | 9.9% |
| Fisher Asset Management, LLC | 833 | +75 | $216.2K | -$2.9K | 9.9% |
| Parkside Financial Bank & Trust | 319 | +23 | $82.8K | -$2.7K | 7.8% |
| PGGM Investments | 113,331 | +2,738 | $29.4K | -$2.5K | 2.5% |
| Deseret Mutual Benefit Administrators | 310 | +40 | $80.4K | +$2.5K | 14.8% |
| Washington Trust Advisors, Inc. | 44 | +12 | $11.4K | +$2.2K | 37.5% |
| VAN ECK ASSOCIATES CORP | 116,286 | +5,012 | $30.2K | -$2.0K | 4.5% |
| High Note Wealth, LLC | 35 | +10 | $9.1K | +$1.9K | 40.0% |
| Janney Montgomery Scott LLC | 71,378 | +1,126 | $18.5K | -$1.8K | 1.6% |
| Rossby Financial, LCC | 176 | +13 | $45.7K | -$1.7K | 8.0% |
| M&G PLC | 834 | +79 | $216.8K | -$1.4K | 10.5% |
| Heritage Wealth Advisors | 52 | +1 | $13.4K | -$1.3K | 2.0% |
| Handelsbanken Fonder AB | 72,345 | +2,877 | $18.8K | -$1.3K | 4.1% |
| Dunhill Financial, LLC | 19 | +6 | $4.8K | +$1.1K | 46.1% |
| IMG Wealth Management, Inc. | 24 | +6 | $6.2K | +$1.0K | 33.3% |
| Turning Point Benefit Group, Inc. | 86 | +6 | $22.3K | -$937 | 7.5% |
| Global Retirement Partners, LLC | 3,512 | +359 | $911.4K | +$768 | 11.4% |
| Strategic Blueprint, LLC | 860 | +85 | $223.2K | -$689 | 11.0% |
| WINNOW WEALTH LLC | 3 | +2 | $780 | +$491 | 200.0% |
| Quaker Wealth Management, LLC | 3 | +2 | $779 | +$490 | 200.0% |
| American Capital Advisory, LLC | 4 | +2 | $1.0K | +$460 | 100.0% |
| HARBOR CAPITAL ADVISORS, INC. | 1,860 | +1,416 | $483 | +$355 | 318.9% |
| Thrivent Financial for Lutherans | 34,698 | +3,048 | $9.0K | -$136 | 9.6% |
| HANTZ FINANCIAL SERVICES, INC. | 16,016 | +1,940 | $4.2K | +$90 | 13.8% |
| Capital Advisors, Ltd. LLC | 265 | +89 | $69 | +$18 | 50.6% |
| WEDBUSH SECURITIES INC | 835 | +125 | $217 | +$12 | 17.6% |
| HAZLETT, BURT & WATSON, INC. | 352 | +63 | $91 | +$7 | 21.8% |
| Penserra Capital Management LLC | 2,807 | +298 | $726 | +$3 | 11.9% |
| Capital Analysts, LLC | 188 | +8 | $49 | -$3 | 4.4% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 4,066 | +407 | $1.1K | -$2 | 11.1% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 33 | +6 | $8 | +$1 | 22.2% |
| Winthrop Capital Management, LLC | 5 | +1 | $1 | $0 | 25.0% |