13F QoQ Ownership Changes
PTC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 118 new · 248 added · 344 reduced · 124 exited
New Positions(118)
Added To(248)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 1,695,651 | +1,136,485 | $295.4M | +$194.4M | 203.2% |
| STATE STREET CORP | 5,905,645 | +312,000 | $1.03B | -$106.8M | 5.6% |
| JANUS HENDERSON GROUP PLC | 3,518,792 | +32,508 | $613.0M | -$94.8M | 0.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,570,540 | +71,181 | $619.9M | -$87.9M | 2.0% |
| Robeco Institutional Asset Management B.V. | 709,352 | +347,414 | $123.6M | +$50.1M | 96.0% |
| Caisse de depot et placement du Quebec | 357,297 | +267,648 | $62.2M | +$44.0M | 298.6% |
| Qube Research & Technologies Ltd | 255,111 | +252,561 | $44.4M | +$43.9M | 9904.4% |
| NATIXIS | 173,096 | +162,800 | $30.2M | +$28.1M | 1581.2% |
| Invesco Ltd. | 1,710,141 | +361,038 | $297.9M | +$24.0M | 26.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 926,425 | +19,982 | $161.4M | -$22.6M | 2.2% |
| Balyasny Asset Management L.P. | 178,143 | +134,759 | $31.0M | +$22.2M | 310.6% |
| TWO SIGMA INVESTMENTS, LP | 216,699 | +135,051 | $37.8M | +$21.2M | 165.4% |
| FIRST TRUST ADVISORS LP | 163,537 | +126,627 | $28.5M | +$21.0M | 343.1% |
| CITIGROUP INC | 215,830 | +129,150 | $37.6M | +$20.0M | 149.0% |
| Quantinno Capital Management LP | 204,311 | +124,273 | $35.6M | +$19.3M | 155.3% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1,300,452 | +278,556 | $226.6M | +$19.1M | 27.3% |
| ExodusPoint Capital Management, LP | 98,415 | +87,888 | $17.1M | +$15.0M | 834.9% |
| Nuveen, LLC | 544,934 | +8,181 | $94.9M | -$14.0M | 1.5% |
| Gotham Asset Management, LLC | 250,288 | +97,576 | $43.6M | +$12.6M | 63.9% |
| MORGAN STANLEY | 1,219,489 | +113,879 | $212.4M | -$12.0M | 10.3% |
| Legal & General Group Plc | 678,961 | +37,924 | $118.3M | -$11.9M | 5.9% |
| BANK OF NOVA SCOTIA | 83,744 | +68,994 | $14.6M | +$11.6M | 467.8% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 71,312 | +62,312 | $12.4M | +$10.6M | 692.4% |
| Stephens Investment Management Group LLC | 343,886 | +1,390 | $59.9M | -$9.6M | 0.4% |
| BANK OF AMERICA CORP /DE/ | 691,899 | +53,531 | $120.5M | -$9.1M | 8.4% |
| Amundi | 684,899 | +56,902 | $119.3M | -$8.9M | 9.1% |
| FERNBRIDGE CAPITAL MANAGEMENT LP | 1,225,478 | +132,118 | $213.5M | -$8.5M | 12.1% |
| FRANKLIN RESOURCES INC | 999,713 | +100,140 | $174.2M | -$8.5M | 11.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 274,516 | +4,628 | $46.7M | -$8.1M | 1.7% |
| AVIVA PLC | 333,315 | +10,555 | $58.1M | -$7.5M | 3.3% |
| MUFG Securities EMEA plc | 39,917 | +37,624 | $7.0M | +$6.5M | 1640.8% |
| Vontobel Holding Ltd. | 255,656 | +5,485 | $44.5M | -$6.3M | 2.2% |
| Standard Investments LLC | 1,812,500 | +226,500 | $315.8M | -$6.2M | 14.3% |
| GOLDMAN SACHS GROUP INC | 419,025 | +30,033 | $73.0M | -$6.0M | 7.7% |
| Bridgewater Associates, LP | 58,197 | +34,564 | $10.1M | +$5.3M | 146.3% |
| MACKENZIE FINANCIAL CORP | 197,674 | +1,910 | $34.6M | -$5.1M | 1.0% |
| Squarepoint Ops LLC | 33,134 | +29,939 | $5.8M | +$5.1M | 937.0% |
| DEUTSCHE BANK AG\ | 647,055 | +67,112 | $112.7M | -$5.0M | 11.6% |
| Dai-ichi Life Insurance Company, Ltd | 29,109 | +23,723 | $5.1M | +$4.0M | 440.4% |
| DIMENSIONAL FUND ADVISORS LP | 652,990 | +73,693 | $113.8M | -$3.8M | 12.7% |
| PRINCIPAL FINANCIAL GROUP INC | 149,437 | +2,388 | $26.0M | -$3.8M | 1.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 189,354 | +7,896 | $33.2M | -$3.8M | 4.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 269,396 | +55,485 | $47.1M | +$3.7M | 25.9% |
| Alyeska Investment Group, L.P. | 169,102 | +9,005 | $29.5M | -$3.0M | 5.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 97,401 | +28,715 | $17.0M | +$3.0M | 41.8% |
| Investment Management Corp of Ontario | 110,578 | +2,562 | $19.3M | -$2.7M | 2.4% |
| CITADEL ADVISORS LLC | 65,191 | +20,490 | $11.4M | +$2.3M | 45.8% |
| FORSTA AP-FONDEN | 43,300 | +16,600 | $7.5M | +$2.1M | 62.2% |
| Fisher Asset Management, LLC | 145,483 | +30,717 | $25.3M | +$2.0M | 26.8% |
| Mitsubishi UFJ Trust & Banking Corp | 88,935 | +2,647 | $15.5M | -$2.0M | 3.1% |
| FIRST NATIONAL BANK OF OMAHA | 72,399 | +467 | $12.6M | -$2.0M | 0.6% |
| VICTORY CAPITAL MANAGEMENT INC | 76,672 | +1,182 | $13.4M | -$2.0M | 1.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,447 | +985 | $13.2M | -$2.0M | 1.3% |
| Rakuten Investment Management, Inc. | 15,759 | +6,123 | $2.8M | +$1.9M | 63.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 69,656 | +948 | $12.1M | -$1.8M | 1.4% |
| NATIONAL BANK OF CANADA /FI/ | 77,937 | +19,565 | $13.6M | +$1.7M | 33.5% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 87,448 | +4,719 | $15.2M | -$1.6M | 5.7% |
| CIBC Asset Management Inc | 28,161 | +11,523 | $4.9M | +$1.5M | 69.3% |
| Silverberg Bernstein Capital Management LLC | 72,566 | +2,800 | $12.6M | -$1.5M | 4.0% |
| Focus Partners Wealth | 9,659 | +8,633 | $1.7M | +$1.5M | 841.4% |
| LBP AM SA | 77,838 | +4,020 | $13.6M | -$1.4M | 5.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 26,188 | +10,475 | $4.6M | +$1.4M | 66.7% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 81,865 | +4,874 | $14.3M | -$1.4M | 6.3% |
| Korea Investment CORP | 72,888 | +17,000 | $12.7M | +$1.4M | 30.4% |
| Asset Management One Co., Ltd. | 55,293 | +1,205 | $9.7M | -$1.3M | 2.2% |
| CONGRESS ASSET MANAGEMENT CO | 163,512 | +17,020 | $28.5M | -$1.3M | 11.6% |
| DANSKE BANK A/S | 65,200 | +3,400 | $11.4M | -$1.2M | 5.5% |
| KLP KAPITALFORVALTNING AS | 41,700 | +100 | $7.3M | -$1.2M | 0.2% |
| BANK OF MONTREAL /CAN/ | 115,326 | +11,365 | $20.1M | -$1.0M | 10.9% |
| Torque Asset Management LLC | 103,256 | +9,684 | $18.0M | -$1.0M | 10.3% |
| Mediolanum International Funds Ltd | 17,109 | +7,269 | $3.0M | +$995.3K | 73.9% |
| OSSIAM | 6,693 | +5,846 | $1.2M | +$994.0K | 690.2% |
| OSAIC HOLDINGS, INC. | 37,678 | +810 | $6.6M | -$968.1K | 2.2% |
| M&T Bank Corp | 9,313 | +5,348 | $1.6M | +$818.2K | 134.9% |
| Banque Cantonale Vaudoise | 4,350 | +418 | $758.0K | +$757.2K | 10.6% |
| Dakota Wealth Management | 41,081 | +2,106 | $7.2M | -$756.0K | 5.4% |
| ALLSTATE CORP | 9,725 | +5,006 | $1.7M | +$736.1K | 106.1% |
| Czech National Bank | 31,588 | +1,163 | $5.5M | -$673.9K | 3.8% |
| Man Group plc | 70,250 | +13,134 | $12.2M | +$642.6K | 23.0% |
| Raiffeisen Bank International AG | 4,472 | +3,334 | $784.4K | +$552.5K | 293.0% |
| Graham Capital Management, L.P. | 10,275 | +4,070 | $1.8M | +$530.3K | 65.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 17,772 | +5,129 | $3.1M | +$529.3K | 40.6% |
| Stanley-Laman Group, Ltd. | 26,348 | +6,066 | $4.6M | +$472.4K | 29.9% |
| ProShare Advisors LLC | 36,194 | +2,872 | $6.3M | -$459.7K | 8.6% |
| Tidal Investments LLC | 24,524 | +5,735 | $4.3M | +$457.8K | 30.5% |
| Corient Private Wealth LLC | 18,416 | +10,719 | $2.0M | +$440.2K | 139.3% |
| Verition Fund Management LLC | 27,767 | +6,100 | $4.8M | +$438.5K | 28.1% |
| GLOBEFLEX CAPITAL L P | 3,234 | +2,476 | $563.4K | +$409.5K | 326.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 15,336 | +163 | $2.7M | -$408.0K | 1.1% |
| T. Rowe Price Investment Management, Inc. | 18,384,246 | +602,858 | $3.2M | -$407.3K | 3.4% |
| Summit Trail Advisors, LLC | 11,407 | +3,610 | $2.0M | +$404.3K | 46.3% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 16,833 | +463 | $2.9M | -$391.0K | 2.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 13,702 | +51 | $2.4M | -$384.4K | 0.4% |
| denkapparat Operations GmbH | 5,220 | +2,634 | $909.4K | +$384.4K | 101.8% |
| Global X Japan Co., Ltd. | 2,782 | +2,243 | $484.7K | +$375.2K | 416.1% |
| XPONANCE, INC. | 19,740 | +1,100 | $3.4M | -$345.4K | 5.9% |
| RICE HALL JAMES & ASSOCIATES, LLC | 14,700 | +388 | $2.6M | -$344.7K | 2.7% |
| SEI INVESTMENTS CO | 42,694 | +4,429 | $7.4M | -$330.9K | 11.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,256 | +1,885 | $393.0K | +$317.7K | 508.1% |
| Y-Intercept (Hong Kong) Ltd | 9,565 | +2,902 | $1.7M | +$313.6K | 43.5% |
| Vanguard Personalized Indexing Management, LLC | 15,167 | +728 | $2.6M | -$289.3K | 5.0% |
| QUADRANT CAPITAL GROUP LLC | 3,786 | +1,860 | $659.6K | +$268.5K | 96.6% |
| DNB Asset Management AS | 25,235 | +2,288 | $4.4M | -$262.5K | 10.0% |
| TD Waterhouse Canada Inc. | 1,461 | +1,441 | $254.5K | +$250.5K | 7205.0% |
| MARTINGALE ASSET MANAGEMENT L P | 3,575 | +1,702 | $622.8K | +$242.5K | 90.9% |
| Cetera Investment Advisers | 10,237 | +306 | $1.8M | -$232.8K | 3.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 6,988 | +2,009 | $1.2M | +$206.5K | 40.3% |
| Crossmark Global Holdings, Inc. | 29,088 | +3,115 | $5.1M | -$205.6K | 12.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 21,251 | +4,012 | $3.7M | +$202.3K | 23.3% |
| Strategic Advisors LLC | 7,448 | +65 | $1.3M | -$201.4K | 0.9% |
| Advisors Asset Management, Inc. | 12,876 | +845 | $2.2M | -$199.4K | 7.0% |
| TILIA FIDUCIARY PARTNERS, INC. | 11,507 | +672 | $2.0M | -$195.1K | 6.2% |
| Virtus Investment Advisers, LLC | 9,421 | +435 | $1.6M | -$183.1K | 4.8% |
| ARISTEIA CAPITAL, L.L.C. | 2,992 | +1,306 | $521.2K | +$178.9K | 77.5% |
| Integrated Quantitative Investments LLC | 6,374 | +1,779 | $1.1M | +$177.5K | 38.7% |
| Optimize Financial Inc | 6,560 | +92 | $1.1M | -$170.3K | 1.4% |
| CAXTON ASSOCIATES LLP | 6,369 | +90 | $1.1M | -$165.2K | 1.4% |
| LPL Financial LLC | 49,437 | +7,824 | $8.6M | +$164.2K | 18.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10,127 | +641 | $1.8M | -$161.6K | 6.8% |
| STIFEL FINANCIAL CORP | 9,990 | +642 | $1.7M | -$157.5K | 6.9% |
| Walleye Capital LLC | 3,541 | +1,253 | $616.9K | +$152.4K | 54.8% |
| Baker Avenue Asset Management, LP | 18,617 | +1,899 | $3.2M | -$150.8K | 11.3% |
| Mirae Asset Global Investments Co., Ltd. | 22,751 | +3,944 | $4.0M | +$145.3K | 21.0% |
| SIMPLEX TRADING, LLC | 814 | +190 | $141.8K | +$141.7K | 30.4% |
| Allspring Global Investments Holdings, LLC | 5,493 | +219 | $934.4K | -$133.2K | 4.2% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8,198 | +492 | $1.4M | -$124.6K | 6.4% |
| Verdence Capital Advisors LLC | 5,232 | +148 | $911.5K | -$122.0K | 2.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,081 | +1,406 | $1.1M | +$118.7K | 30.1% |
| Versant Capital Management, Inc | 895 | +701 | $155.9K | +$116.5K | 361.3% |
| Norinchukin Bank, The | 7,827 | +537 | $1.4M | -$116.5K | 7.4% |
| BROWN BROTHERS HARRIMAN & CO | 1,624 | +795 | $282.9K | +$114.6K | 95.9% |
| Archford Capital Strategies, LLC | 4,823 | +128 | $840.2K | -$113.0K | 2.7% |
| AMERIPRISE FINANCIAL INC | 97,153 | +14,335 | $16.9M | +$111.8K | 17.3% |
| Aaron Wealth Advisors LLC | 2,493 | +888 | $434.3K | +$108.5K | 55.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3,827 | +9 | $666.7K | -$108.4K | 0.2% |
| D.A. DAVIDSON & CO. | 3,682 | +3 | $641.4K | -$105.5K | 0.1% |
| Global Retirement Partners, LLC | 875 | +630 | $152.4K | +$102.7K | 257.1% |
| Sequoia Financial Advisors, LLC | 4,564 | +1,145 | $795.1K | +$101.0K | 33.5% |
| Brookstone Capital Management | 3,544 | +7 | $617.4K | -$100.7K | 0.2% |
| GUGGENHEIM CAPITAL LLC | 4,068 | +82 | $708.7K | -$100.6K | 2.0% |
| HighTower Advisors, LLC | 3,447 | +15 | $600.4K | -$96.3K | 0.4% |
| Callan Family Office, LLC | 4,195 | +1,068 | $730.8K | +$96.0K | 34.1% |
| Forum Financial Management, LP | 2,819 | +855 | $491.1K | +$92.4K | 43.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 534,969 | +500,963 | $93.2K | +$86.3K | 1473.2% |
| ALPS ADVISORS INC | 7,541 | +655 | $1.3M | -$84.3K | 9.5% |
| Wedmont Private Capital | 4,278 | +188 | $746.8K | -$80.4K | 4.6% |
| CHOREO, LLC | 3,539 | +876 | $620.8K | +$80.1K | 32.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3,025,046 | +41,240 | $527.0K | -$78.8K | 1.4% |
| NEUBERGER BERMAN GROUP LLC | 11,446 | +1,271 | $2.0M | -$71.7K | 12.5% |
| Empowered Funds, LLC | 3,099 | +95 | $539.9K | -$70.0K | 3.2% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 2,842 | +83 | $495.1K | -$65.0K | 3.0% |
| TCW GROUP INC | 19,339 | +2,431 | $3.4M | -$63.6K | 14.4% |
| Advisory Alpha, LLC | 2,120 | +7 | $369.3K | -$59.7K | 0.3% |
| ARK Investment Management LLC | 21,071 | +3,281 | $3.7M | +$59.1K | 18.4% |
| GAMMA Investing LLC | 3,758 | +247 | $654.7K | -$58.1K | 7.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 36,532 | +4,879 | $6.4M | -$54.5K | 15.4% |
| State of Wyoming | 683 | +357 | $119.0K | +$52.8K | 109.5% |
| Canada Post Corp Registered Pension Plan | 2,627 | +640 | $457.6K | +$52.6K | 32.2% |
| Clearstead Advisors, LLC | 408 | +316 | $71.1K | +$52.4K | 343.5% |
| Meiji Yasuda Asset Management Co Ltd. | 2,316 | +83 | $403.5K | -$49.9K | 3.7% |
| Siemens Fonds Invest GmbH | 2,521 | +583 | $442.2K | +$48.8K | 30.1% |
| EQUITABLE TRUST CO | 4,389 | +384 | $764.6K | -$48.5K | 9.6% |
| TRUST POINT INC. | 2,035 | +63 | $354.5K | -$45.8K | 3.2% |
| Meeder Advisory Services, Inc. | 2,100 | +81 | $365.8K | -$44.1K | 4.0% |
| SYON CAPITAL LLC | 2,064 | +501 | $359.6K | +$42.2K | 32.0% |
| GREENLEAF TRUST | 1,734 | +50 | $302.1K | -$39.8K | 3.0% |
| BRIDGES INVESTMENT MANAGEMENT INC | 1,682 | +429 | $293.0K | +$38.6K | 34.2% |
| Arax Advisory Partners | 522 | +264 | $90.9K | +$38.6K | 102.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,549 | +315 | $618.3K | -$38.3K | 9.7% |
| Rakuten Securities, Inc. | 226 | +218 | $39.4K | +$37.7K | 2725.0% |
| SIGNATUREFD, LLC | 1,895 | +85 | $330.1K | -$37.4K | 4.7% |
| SAX WEALTH ADVISORS, LLC | 1,465 | +25 | $255.2K | -$37.1K | 1.7% |
| Patriot Financial Group Insurance Agency, LLC | 1,293 | +2 | $225.3K | -$36.8K | 0.1% |
| Gibbs Wealth Management | 1,227 | +20 | $210.5K | -$34.6K | 1.6% |
| GraniteShares Advisors LLC | 3,033 | +600 | $528.4K | +$34.4K | 24.7% |
| RDA Financial Network | 1,550 | +51 | $270.0K | -$34.3K | 3.4% |
| Circle Wealth Management, LLC | 1,345 | +33 | $234.3K | -$32.0K | 2.5% |
| Modera Wealth Management, LLC | 1,201 | +16 | $209.2K | -$31.4K | 1.4% |
| PINNACLE ASSOCIATES LTD | 1,217 | +22 | $212.0K | -$30.6K | 1.8% |
| Dogwood Wealth Management LLC | 1,281 | +35 | $223.2K | -$29.8K | 2.8% |
| Diversify Advisory Services, LLC | 3,313 | +351 | $552.4K | -$29.2K | 11.8% |
| Plato Investment Management Ltd | 1,211 | +18 | $212.0K | -$28.4K | 1.5% |
| Baron Wealth Management LLC | 1,509 | +86 | $262.9K | -$26.0K | 6.0% |
| Vident Advisory, LLC | 6,417 | +787 | $1.1M | -$25.1K | 14.0% |
| Federation des caisses Desjardins du Quebec | 4,387 | +504 | $764.3K | -$24.0K | 13.0% |
| Portside Wealth Group, LLC | 2,380 | +230 | $414.6K | -$21.9K | 10.7% |
| OFI INVEST ASSET MANAGEMENT | 1,030 | +272 | $152.8K | +$21.8K | 35.9% |
| Rockefeller Capital Management L.P. | 2,281 | +216 | $397.5K | -$21.8K | 10.5% |
| Addison Capital Co | 4,768 | +569 | $830.7K | -$21.8K | 13.6% |
| FIFTH THIRD BANCORP | 5,051 | +620 | $879.9K | -$19.6K | 14.0% |
| Wealthfront Advisers LLC | 4,251 | +697 | $740.6K | +$19.0K | 19.6% |
| Larson Financial Group LLC | 577 | +7 | $100.5K | -$15.2K | 1.2% |
| Treasurer of the State of North Carolina | 147,623 | +94,013 | $25.7K | +$14.8K | 175.4% |
| JONES FINANCIAL COMPANIES LLLP | 1,811 | +185 | $315.5K | -$14.5K | 11.4% |
| Gryphon Financial Partners LLC | 1,664 | +166 | $289.9K | -$14.2K | 11.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,557 | +569 | $619.7K | +$13.0K | 19.0% |
| Continuum Advisory, LLC | 2,829 | +349 | $492.8K | -$10.7K | 14.1% |
| ORG Partners LLC | 66 | +57 | $11.5K | +$9.7K | 633.3% |
| Balefire, LLC | 1,203 | +217 | $209.6K | +$9.4K | 22.0% |
| BROWN ADVISORY INC | 7,843 | +1,067 | $1.4M | -$9.4K | 15.7% |
| HARBOUR INVESTMENTS, INC. | 135 | +65 | $23.5K | +$9.3K | 92.8% |
| NEOS Investment Management LLC | 17,095 | +2,470 | $3.0M | +$9.0K | 16.9% |
| B. Metzler seel. Sohn & Co. AG | 9,028 | +1,324 | $1.6M | +$8.7K | 17.2% |
| Vise Technologies, Inc. | 2,131 | +260 | $371.3K | -$8.6K | 13.9% |
| Bell Investment Advisors, Inc | 144 | +58 | $25.1K | +$7.6K | 67.4% |
| ASSETMARK, INC | 400 | +91 | $69.7K | +$7.0K | 29.4% |
| LRI Investments, LLC | 56 | +42 | $9.8K | +$6.9K | 300.0% |
| True Wealth Design, LLC | 70 | +40 | $12.2K | +$6.1K | 133.3% |
| Westfuller Advisors, LLC | 76 | +40 | $13.2K | +$5.9K | 111.1% |
| CYBER HORNET ETFs LLC | 340 | +21 | $59.2K | -$5.5K | 6.6% |
| Prestige Wealth Management Group LLC | 36 | +23 | $6.6K | +$4.0K | 176.9% |
| TD PRIVATE CLIENT WEALTH LLC | 187 | +46 | $32.6K | +$4.0K | 32.6% |
| EverSource Wealth Advisors, LLC | 663 | +75 | $115.4K | -$3.9K | 12.8% |
| Smartleaf Asset Management LLC | 973 | +153 | $170.7K | +$3.5K | 18.6% |
| ROTHSCHILD INVESTMENT LLC | 120 | +1 | $20.9K | -$3.2K | 0.8% |
| Marquette Asset Management, LLC | 55 | +23 | $9.6K | +$3.1K | 71.9% |
| First Pacific Financial | 47 | +21 | $8.2K | +$2.9K | 80.8% |
| Cullen/Frost Bankers, Inc. | 105 | +2 | $18.3K | -$2.6K | 1.9% |
| JFS WEALTH ADVISORS, LLC | 88 | +24 | $15.3K | +$2.3K | 37.5% |
| SouthState Corp | 17 | +13 | $3.0K | +$2.1K | 325.0% |
| Calamos Wealth Management LLC | 1,920 | +283 | $334.5K | +$2.1K | 17.3% |
| Daiwa Securities Group Inc. | 69,116 | +573 | $12.0K | -$1.9K | 0.8% |
| HUNTINGTON NATIONAL BANK | 586 | +76 | $102.1K | -$1.5K | 14.9% |
| Root Financial Partners, LLC | 163 | +16 | $28.4K | -$1.4K | 10.9% |
| Transamerica Financial Advisors, LLC | 16 | +9 | $2.8K | +$1.4K | 128.6% |
| Parkside Financial Bank & Trust | 265 | +31 | $46.2K | -$1.3K | 13.2% |
| CoreCap Advisors, LLC | 52 | +1 | $9.1K | -$1.3K | 2.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 78 | +5 | $13.6K | -$1.2K | 6.8% |
| Mn Services Vermogensbeheer B.V. | 46,069 | +569 | $8.0K | -$1.2K | 1.3% |
| Private Wealth Management Group, LLC | 24 | +1 | $4.2K | -$488 | 4.3% |
| Bay Harbor Wealth Management, LLC | 12 | +4 | $2.1K | +$466 | 50.0% |
| Dunhill Financial, LLC | 12 | +4 | $2.2K | +$445 | 50.0% |
| Van Berkom & Associates Inc. | 8,268 | +115 | $1.4K | -$215 | 1.4% |
| Ilmarinen Mutual Pension Insurance Co | 26,555 | +2,800 | $4.6K | -$197 | 11.8% |
| Quantitative Investment Management, LLC | 4,826 | +1,644 | $840 | +$194 | 51.7% |
| Gulf International Bank (UK) Ltd | 6,676 | +87 | $1.2K | -$175 | 1.3% |
| Rialto Wealth Management, LLC | 8 | +2 | $1.4K | +$175 | 33.3% |
| American Capital Advisory, LLC | 2 | +1 | $349 | +$145 | 100.0% |
| VAN ECK ASSOCIATES CORP | 2,594 | +795 | $452 | +$87 | 44.2% |
| Golden State Wealth Management, LLC | 34 | +5 | $5.9K | +$35 | 17.2% |
| Vestcor Inc | 6,905 | +846 | $1.2K | -$27 | 14.0% |
| CWM, LLC | 22,034 | +2,991 | $3.8K | -$27 | 15.7% |
| BESSEMER GROUP INC | 3,216 | +321 | $561 | -$26 | 11.1% |
| Covestor Ltd | 356 | +152 | $62 | +$20 | 74.5% |
| AdvisorNet Financial, Inc | 57 | +8 | $9.9K | -$18 | 16.3% |
| Financial Connections Group, Inc. | 100 | +50 | $17 | +$7 | 100.0% |
| CX Institutional | 939 | +121 | $164 | -$2 | 14.8% |
| GW&K Investment Management, LLC | 134 | +22 | $23 | $0 | 19.6% |