13F QoQ Ownership Changes
RGLD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 171 new · 311 added · 251 reduced · 81 exited
New Positions(171)
Added To(311)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,365,600 | +2,291,727 | $2.08B | +$663.0M | 32.4% |
| VANGUARD GROUP INC | 8,398,944 | +1,681,577 | $1.87B | +$519.6M | 25.0% |
| Capital World Investors | 9,733,807 | +678,732 | $2.16B | +$347.5M | 7.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,855,877 | +874,329 | $412.5M | +$215.7M | 89.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,497,945 | +881,811 | $333.0M | +$209.4M | 143.1% |
| Nuveen, LLC | 925,906 | +759,810 | $205.8M | +$172.5M | 457.4% |
| STATE STREET CORP | 3,718,646 | +396,778 | $826.6M | +$160.3M | 11.9% |
| Invesco Ltd. | 1,446,731 | +443,942 | $321.6M | +$120.5M | 44.3% |
| Squarepoint Ops LLC | 435,463 | +304,779 | $96.8M | +$70.6M | 233.2% |
| BANK OF AMERICA CORP /DE/ | 557,138 | +273,163 | $123.8M | +$66.9M | 96.2% |
| DIMENSIONAL FUND ADVISORS LP | 1,176,869 | +183,604 | $261.6M | +$62.4M | 18.5% |
| Bank of New York Mellon Corp | 834,789 | +209,851 | $185.6M | +$60.2M | 33.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,952,363 | +78,344 | $434.1M | +$58.1M | 4.2% |
| FMR LLC | 709,276 | +183,324 | $157.7M | +$52.2M | 34.9% |
| DEUTSCHE BANK AG\ | 464,503 | +193,448 | $103.3M | +$48.9M | 71.4% |
| Swedbank AB | 567,727 | +143,598 | $126.2M | +$41.1M | 33.9% |
| Tidal Investments LLC | 325,981 | +160,508 | $72.3M | +$39.1M | 97.0% |
| MORGAN STANLEY | 1,167,521 | +68,257 | $259.5M | +$39.0M | 6.2% |
| NORTHERN TRUST CORP | 1,087,965 | +57,464 | $241.8M | +$35.1M | 5.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 214,894 | +132,759 | $47.8M | +$31.3M | 161.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 553,090 | +85,110 | $122.9M | +$29.1M | 18.2% |
| CI INVESTMENTS INC. | 130,797 | +80,849 | $29.1M | +$29.1M | 161.9% |
| GOLDMAN SACHS GROUP INC | 228,933 | +104,611 | $50.9M | +$26.0M | 84.1% |
| Kopernik Global Investors, LLC | 209,678 | +93,613 | $46.6M | +$23.3M | 80.7% |
| SPROTT INC. | 152,045 | +96,882 | $33.8M | +$22.7M | 175.6% |
| Compagnie Lombard Odier SCmA | 95,645 | +95,395 | $21.3M | +$21.2M | 38158.0% |
| U S GLOBAL INVESTORS INC | 86,938 | +84,658 | $19.3M | +$18.9M | 3713.1% |
| Susquehanna Portfolio Strategies, LLC | 119,837 | +77,887 | $26.6M | +$18.2M | 185.7% |
| CIBC WORLD MARKET INC. | 95,463 | +72,852 | $21.2M | +$16.7M | 322.2% |
| Cannell & Spears LLC | 65,469 | +63,792 | $14.6M | +$14.2M | 3803.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 72,227 | +60,477 | $16.2M | +$13.9M | 514.7% |
| AGF MANAGEMENT LTD | 77,885 | +59,724 | $17.3M | +$13.7M | 328.9% |
| Boston Partners | 71,566 | +59,580 | $15.9M | +$13.5M | 497.1% |
| BANK OF MONTREAL /CAN/ | 177,792 | +46,055 | $39.5M | +$13.1M | 35.0% |
| NEUBERGER BERMAN GROUP LLC | 173,677 | +38,627 | $38.7M | +$11.6M | 28.6% |
| Swiss National Bank | 166,041 | +38,441 | $36.9M | +$11.3M | 30.1% |
| Amundi | 221,293 | +29,484 | $49.2M | +$10.1M | 15.4% |
| RHUMBLINE ADVISERS | 208,184 | +27,756 | $46.3M | +$10.1M | 15.4% |
| Knoll Capital Management, LLC | 52,750 | +43,750 | $11.7M | +$9.9M | 486.1% |
| PRINCIPAL FINANCIAL GROUP INC | 174,253 | +28,038 | $38.7M | +$9.4M | 19.2% |
| CAPITAL INTERNATIONAL SARL | 57,091 | +40,171 | $12.7M | +$9.3M | 237.4% |
| AMERICAN CENTURY COMPANIES INC | 198,683 | +21,200 | $44.2M | +$8.6M | 11.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 237,458 | +16,534 | $52.8M | +$8.5M | 7.5% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 94,876 | +31,056 | $21.1M | +$8.3M | 48.7% |
| GABELLI FUNDS LLC | 224,140 | +16,225 | $49.8M | +$8.1M | 7.8% |
| CAPITAL FUND MANAGEMENT S.A. | 49,928 | +33,123 | $11.1M | +$7.7M | 197.1% |
| ROYCE & ASSOCIATES LP | 38,038 | +31,718 | $8.5M | +$7.2M | 501.9% |
| TD Asset Management Inc | 43,836 | +27,051 | $9.7M | +$6.4M | 161.2% |
| Ethic Inc. | 48,381 | +25,540 | $10.8M | +$6.2M | 111.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 82,165 | +19,847 | $18.3M | +$5.8M | 31.8% |
| Retirement Systems of Alabama | 97,239 | +17,646 | $21.6M | +$5.7M | 22.2% |
| ALLIANCEBERNSTEIN L.P. | 99,883 | +17,129 | $22.2M | +$5.6M | 20.7% |
| Verition Fund Management LLC | 210,644 | +4,852 | $46.8M | +$5.5M | 2.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 44,954 | +22,601 | $10.0M | +$5.5M | 101.1% |
| DARK FOREST CAPITAL MANAGEMENT LP | 28,774 | +24,254 | $6.4M | +$5.5M | 536.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 41,553 | +22,819 | $9.2M | +$5.5M | 121.8% |
| Alberta Investment Management Corp | 39,482 | +22,552 | $8.8M | +$5.4M | 133.2% |
| LPL Financial LLC | 60,496 | +20,184 | $13.4M | +$5.4M | 50.1% |
| BCS Wealth Management | 41,286 | +19,478 | $9.2M | +$4.8M | 89.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 35,031 | +19,351 | $7.8M | +$4.6M | 123.4% |
| Ancora Advisors LLC | 21,017 | +20,317 | $4.7M | +$4.5M | 2902.4% |
| Capital International, Inc./CA/ | 37,773 | +17,549 | $8.4M | +$4.3M | 86.8% |
| D. E. Shaw & Co., Inc. | 70,683 | +12,700 | $15.7M | +$4.1M | 21.9% |
| WESTWOOD HOLDINGS GROUP INC | 94,296 | +10,084 | $21.0M | +$4.1M | 12.0% |
| Allianz Asset Management GmbH | 172,107 | +942 | $38.3M | +$3.9M | 0.6% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 17,500 | +2,500 | $3.9M | +$3.9M | 16.7% |
| GROUP ONE TRADING LLC | 17,732 | +16,927 | $3.9M | +$3.8M | 2102.7% |
| Private Advisor Group, LLC | 21,524 | +16,445 | $4.8M | +$3.8M | 323.8% |
| CITIGROUP INC | 54,855 | +12,374 | $12.2M | +$3.7M | 29.1% |
| CREDIT AGRICOLE S A | 26,663 | +14,500 | $5.9M | +$3.5M | 119.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 56,204 | +9,600 | $12.5M | +$3.1M | 20.6% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 60,276 | +8,840 | $13.4M | +$3.1M | 17.2% |
| ALPS ADVISORS INC | 126,536 | +1,540 | $28.1M | +$3.1M | 1.2% |
| STANSBERRY ASSET MANAGEMENT, LLC | 67,449 | +7,838 | $15.0M | +$3.1M | 13.1% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 113,682 | +2,910 | $25.3M | +$3.1M | 2.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 57,259 | +8,160 | $12.7M | +$2.9M | 16.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,775 | +2,748 | $2.8M | +$2.8M | 27.4% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 25,130 | +4,344 | $7.0M | +$2.8M | 20.9% |
| TWO SIGMA SECURITIES, LLC | 13,778 | +12,297 | $3.1M | +$2.8M | 830.3% |
| IEQ CAPITAL, LLC | 65,032 | +6,511 | $14.5M | +$2.7M | 11.1% |
| Mariner, LLC | 27,189 | +10,249 | $6.0M | +$2.6M | 60.5% |
| AMERIPRISE FINANCIAL INC | 102,417 | +1,774 | $22.8M | +$2.6M | 1.8% |
| TD Waterhouse Canada Inc. | 20,724 | +10,014 | $4.6M | +$2.5M | 93.5% |
| JANUS HENDERSON GROUP PLC | 36,867 | +8,060 | $8.2M | +$2.4M | 28.0% |
| ENVESTNET ASSET MANAGEMENT INC | 32,407 | +8,525 | $7.2M | +$2.4M | 35.7% |
| Meixler Investment Management, Ltd. | 13,559 | +10,552 | $3.0M | +$2.4M | 350.9% |
| State of Tennessee, Department of Treasury | 31,566 | +2,036 | $8.3M | +$2.4M | 6.9% |
| State of New Jersey Common Pension Fund D | 32,438 | +8,379 | $7.2M | +$2.4M | 34.8% |
| PEAK6 LLC | 17,950 | +9,563 | $4.0M | +$2.3M | 114.0% |
| PKO Investment Management Joint-Stock Co | 29,237 | +8,087 | $6.5M | +$2.3M | 38.2% |
| GAMCO INVESTORS, INC. ET AL | 26,730 | +8,185 | $5.9M | +$2.2M | 44.1% |
| Quantinno Capital Management LP | 36,745 | +7,054 | $8.2M | +$2.2M | 23.8% |
| Federation des caisses Desjardins du Quebec | 13,807 | +9,251 | $3.1M | +$2.2M | 203.1% |
| MetLife Investment Management, LLC | 39,605 | +5,772 | $8.8M | +$2.0M | 17.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,794 | +7,150 | $6.0M | +$2.0M | 36.4% |
| MUHLENKAMP & CO INC | 87,928 | +343 | $19.5M | +$2.0M | 0.4% |
| MACKENZIE FINANCIAL CORP | 47,917 | +4,021 | $10.8M | +$2.0M | 9.2% |
| Advisory Services Network, LLC | 15,213 | +7,608 | $3.4M | +$1.9M | 100.0% |
| Police & Firemen's Retirement System of New Jersey | 34,554 | +5,401 | $7.7M | +$1.8M | 18.5% |
| STIFEL FINANCIAL CORP | 68,334 | +1,323 | $15.2M | +$1.7M | 2.0% |
| STRS OHIO | 8,563 | +6,992 | $1.9M | +$1.6M | 445.1% |
| TWO SIGMA INVESTMENTS, LP | 10,219 | +6,419 | $2.3M | +$1.5M | 168.9% |
| Cerity Partners LLC | 45,374 | +2,390 | $10.1M | +$1.5M | 5.6% |
| Russell Investments Group, Ltd. | 60,832 | +693 | $13.5M | +$1.5M | 1.1% |
| Plancorp, LLC | 13,732 | +5,646 | $3.1M | +$1.4M | 69.8% |
| KLP KAPITALFORVALTNING AS | 21,906 | +4,606 | $4.9M | +$1.4M | 26.6% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 33,719 | +3,316 | $7.5M | +$1.4M | 10.9% |
| Creative Planning | 19,051 | +4,865 | $4.2M | +$1.4M | 34.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,294 | +5,229 | $2.7M | +$1.3M | 74.0% |
| Louisiana State Employees Retirement System | 22,400 | +4,100 | $5.0M | +$1.3M | 22.4% |
| CIBC Asset Management Inc | 19,396 | +4,168 | $4.3M | +$1.3M | 27.4% |
| COMERICA BANK | 23,876 | +3,505 | $5.3M | +$1.2M | 17.2% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 20,275 | +3,380 | $4.5M | +$1.1M | 20.0% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 19,148 | +3,500 | $4.3M | +$1.1M | 22.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 18,128 | +3,454 | $4.0M | +$1.1M | 23.5% |
| Orion Investment Co | 29,798 | +2,068 | $6.6M | +$1.1M | 7.5% |
| Arizona State Retirement System | 23,370 | +2,749 | $5.2M | +$1.1M | 13.3% |
| Polymer Capital Management (US) LLC | 6,681 | +4,406 | $1.5M | +$1.0M | 193.7% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 16,134 | +2,843 | $3.6M | +$920.5K | 21.4% |
| Focus Partners Wealth | 10,690 | +3,412 | $2.4M | +$916.4K | 46.9% |
| Corient Private Wealth LLC | 6,629 | +3,839 | $1.5M | +$910.6K | 137.6% |
| Marex Group plc | 5,089 | +3,975 | $1.1M | +$907.8K | 356.8% |
| Pictet Asset Management Holding SA | 12,623 | +3,117 | $2.8M | +$899.3K | 32.8% |
| Groupe la Francaise | 22,500 | +2,000 | $5.0M | +$883.4K | 9.8% |
| Quent Capital, LLC | 4,272 | +3,747 | $949.6K | +$844.3K | 713.7% |
| Caitlin John, LLC | 4,419 | +3,649 | $982.3K | +$827.9K | 473.9% |
| Ameritas Investment Partners, Inc. | 14,849 | +2,509 | $3.3M | +$825.6K | 20.3% |
| WINMILL & CO. INC | 8,400 | +3,100 | $1.9M | +$804.2K | 58.5% |
| AE Wealth Management LLC | 8,182 | +3,113 | $1.8M | +$802.0K | 61.4% |
| Ellevest, Inc. | 4,490 | +3,463 | $998.1K | +$792.1K | 337.2% |
| L2 Asset Management, LLC | 6,316 | +3,247 | $1.4M | +$788.4K | 105.8% |
| J. Safra Sarasin Holding AG | 5,148 | +3,344 | $1.1M | +$782.5K | 185.4% |
| Beacon Pointe Advisors, LLC | 31,915 | +306 | $7.1M | +$754.3K | 1.0% |
| Vest Financial, LLC | 17,256 | +1,764 | $3.8M | +$728.5K | 11.4% |
| Kestra Investment Management, LLC | 6,423 | +2,734 | $1.4M | +$687.9K | 74.1% |
| Ewing Morris & Co. Investment Partners Ltd. | 5,590 | +2,675 | $1.3M | +$673.1K | 91.8% |
| Vanguard Personalized Indexing Management, LLC | 13,427 | +1,795 | $3.0M | +$651.0K | 15.4% |
| Jump Financial, LLC | 6,091 | +2,532 | $1.4M | +$640.1K | 71.1% |
| TIEMANN INVESTMENT ADVISORS, LLC | 4,744 | +2,466 | $1.1M | +$597.6K | 108.3% |
| Ellsworth Advisors, LLC | 7,417 | +715 | $1.9M | +$566.6K | 10.7% |
| TUDOR INVESTMENT CORP ET AL | 10,028 | +1,713 | $2.2M | +$561.3K | 20.6% |
| NISA INVESTMENT ADVISORS, LLC | 24,730 | +104 | $5.5M | +$557.7K | 0.4% |
| PFG Investments, LLC | 8,303 | +1,812 | $1.8M | +$543.6K | 27.9% |
| Dana Investment Advisors, Inc. | 22,805 | +213 | $5.1M | +$537.8K | 0.9% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,846 | +843 | $3.7M | +$534.7K | 5.3% |
| Equitable Holdings, Inc. | 4,022 | +2,229 | $894.0K | +$534.4K | 124.3% |
| Crossmark Global Holdings, Inc. | 7,270 | +1,862 | $1.6M | +$531.3K | 34.4% |
| VestGen Advisors, LLC | 4,419 | +2,144 | $982.3K | +$526.0K | 94.2% |
| CAPTRUST FINANCIAL ADVISORS | 10,468 | +1,487 | $2.3M | +$525.5K | 16.6% |
| FRANKLIN RESOURCES INC | 19,463 | +489 | $4.3M | +$520.6K | 2.6% |
| Global Retirement Partners, LLC | 2,778 | +2,195 | $617.6K | +$500.7K | 376.5% |
| Vise Technologies, Inc. | 12,043 | +1,190 | $2.7M | +$500.1K | 11.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16,841 | +658 | $3.7M | +$497.6K | 4.1% |
| Moran Wealth Management, LLC | 10,953 | +1,293 | $2.4M | +$497.1K | 13.4% |
| HighTower Advisors, LLC | 18,329 | +480 | $4.1M | +$493.9K | 2.7% |
| Sequoia Financial Advisors, LLC | 3,892 | +2,002 | $865.2K | +$486.1K | 105.9% |
| Aaron Wealth Advisors LLC | 11,705 | +1,151 | $2.6M | +$485.0K | 10.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 3,907 | +1,826 | $879.1K | +$466.0K | 87.7% |
| Spire Wealth Management | 2,323 | +2,006 | $516.4K | +$452.8K | 632.8% |
| JONES FINANCIAL COMPANIES LLLP | 4,946 | +1,639 | $1.1M | +$448.9K | 49.6% |
| Merit Financial Group, LLC | 8,748 | +1,269 | $1.9M | +$444.5K | 17.0% |
| Utah Retirement Systems | 11,643 | +847 | $2.6M | +$422.7K | 7.8% |
| SCOTIA CAPITAL INC. | 3,677 | +1,554 | $817.3K | +$391.4K | 73.2% |
| Rossby Financial, LCC | 2,160 | +1,602 | $480.1K | +$368.5K | 287.1% |
| EXCHANGE TRADED CONCEPTS, LLC | 5,585 | +1,219 | $1.2M | +$365.8K | 27.9% |
| Laurion Capital Management LP | 7,000 | +1,059 | $1.6M | +$364.4K | 17.8% |
| Ullmann Wealth Partners Group, LLC | 5,432 | +2,510 | $949.5K | +$363.4K | 85.9% |
| LBP AM SA | 3,405 | +1,434 | $756.9K | +$361.6K | 72.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,577 | +285 | $3.0M | +$351.9K | 2.1% |
| BENJAMIN EDWARDS INC | 2,666 | +1,420 | $592.6K | +$342.7K | 114.0% |
| SECURIAN ASSET MANAGEMENT, INC | 5,947 | +1,017 | $1.3M | +$333.1K | 20.6% |
| Erste Asset Management GmbH | 1,650 | +1,450 | $371.8K | +$331.7K | 725.0% |
| Tower Research Capital LLC (TRC) | 3,829 | +1,197 | $851.1K | +$323.2K | 45.5% |
| PROFUND ADVISORS LLC | 10,132 | +512 | $2.3M | +$322.7K | 5.3% |
| XPONANCE, INC. | 9,492 | +549 | $2.1M | +$316.2K | 6.1% |
| VAN ECK ASSOCIATES CORP | 5,900,432 | +905,488 | $1.3M | +$309.7K | 18.1% |
| CENTRAL VALLEY ADVISORS, LLC | 8,714 | +588 | $1.9M | +$307.1K | 7.2% |
| Aubrey Capital Management Ltd | 7,313 | +584 | $1.6M | +$306.1K | 8.7% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 5,835 | +890 | $1.3M | +$305.2K | 18.0% |
| PNC Financial Services Group, Inc. | 9,482 | +453 | $2.1M | +$296.7K | 5.0% |
| Orion Porfolio Solutions, LLC | 6,431 | +768 | $1.4M | +$293.7K | 13.6% |
| Resona Asset Management Co.,Ltd. | 11,926 | +149 | $2.7M | +$288.8K | 1.3% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,444 | +1,241 | $321.0K | +$280.2K | 611.3% |
| Waverly Advisors, LLC | 3,258 | +1,029 | $724.2K | +$277.1K | 46.2% |
| Stratos Wealth Partners, LTD. | 3,037 | +1,024 | $675.3K | +$271.4K | 50.9% |
| Sterling Capital Management LLC | 4,858 | +796 | $1.1M | +$265.1K | 19.6% |
| Maryland State Retirement & Pension System | 4,097 | +823 | $910.7K | +$254.0K | 25.1% |
| Parvin Asset Management, LLC | 10,512 | +97 | $2.3M | +$247.7K | 0.9% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 3,163 | +891 | $703.1K | +$247.4K | 39.2% |
| Hennion & Walsh Asset Management, Inc. | 2,905 | +860 | $645.8K | +$235.6K | 42.0% |
| Formidable Asset Management, LLC | 3,021 | +747 | $671.5K | +$215.4K | 32.8% |
| Rathbones Group PLC | 1,975 | +825 | $439.0K | +$208.4K | 71.7% |
| Callan Family Office, LLC | 3,220 | +645 | $715.8K | +$199.3K | 25.0% |
| Atlas Wealth Partners, LLC | 8,459 | +75 | $1.9M | +$198.8K | 0.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3,061 | +653 | $680.4K | +$197.4K | 27.1% |
| Summit Trail Advisors, LLC | 3,861 | +518 | $858.3K | +$187.7K | 15.5% |
| TRUIST FINANCIAL CORP | 6,433 | +206 | $1.4M | +$180.9K | 3.3% |
| Snowden Capital Advisors LLC | 2,370 | +642 | $526.8K | +$180.2K | 37.1% |
| Veracity Capital LLC | 1,949 | +686 | $433.2K | +$179.9K | 54.3% |
| QRG CAPITAL MANAGEMENT, INC. | 4,019 | +458 | $893.4K | +$179.0K | 12.9% |
| GAMMA Investing LLC | 3,720 | +442 | $826.9K | +$169.4K | 13.5% |
| IHT Wealth Management, LLC | 5,005 | +292 | $1.1M | +$167.1K | 6.2% |
| MassMutual Private Wealth & Trust, FSB | 948 | +727 | $210.7K | +$166.4K | 328.9% |
| MML INVESTORS SERVICES, LLC | 4,889 | +297 | $1.1M | +$165.9K | 6.5% |
| Fifth Third Wealth Advisors LLC | 3,059 | +421 | $680.0K | +$150.9K | 15.9% |
| Brooklyn Investment Group | 3,444 | +135 | $775.8K | +$141.1K | 4.1% |
| FEDERATED HERMES, INC. | 5,938 | +57 | $1.3M | +$140.3K | 1.0% |
| EARNED WEALTH ADVISORS, LLC | 1,855 | +494 | $412.4K | +$139.4K | 36.3% |
| Rockefeller Capital Management L.P. | 3,993 | +243 | $887.8K | +$135.5K | 6.5% |
| Prime Capital Investment Advisors, LLC | 3,396 | +276 | $754.9K | +$128.9K | 8.8% |
| Wealthspire Advisors, LLC | 1,373 | +491 | $305.2K | +$128.3K | 55.7% |
| Kovack Advisors, Inc. | 4,658 | +108 | $1.0M | +$122.8K | 2.4% |
| First Commonwealth Financial Corp /PA/ | 3,692 | +180 | $820.7K | +$116.3K | 5.1% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3,308 | +218 | $735.5K | +$115.7K | 7.0% |
| BFI Infinity Ltd. | 2,093 | +343 | $465.3K | +$114.2K | 19.6% |
| Everhart Financial Group, Inc. | 3,386 | +197 | $752.7K | +$113.0K | 6.2% |
| Quarry LP | 1,044 | +419 | $232.1K | +$106.7K | 67.0% |
| UMB Bank, n.a. | 1,981 | +308 | $440.4K | +$104.8K | 18.4% |
| Koshinski Asset Management, Inc. | 1,681 | +325 | $373.7K | +$101.7K | 24.0% |
| CARY STREET PARTNERS FINANCIAL LLC | 3,792 | +95 | $842.9K | +$101.4K | 2.6% |
| Farther Finance Advisors, LLC | 1,591 | +300 | $353.7K | +$94.7K | 23.2% |
| US BANCORP \DE\ | 3,269 | +115 | $726.7K | +$94.0K | 3.6% |
| Harvest Investment Services, LLC | 2,286 | +188 | $508.2K | +$87.3K | 9.0% |
| TD PRIVATE CLIENT WEALTH LLC | 416 | +388 | $92.5K | +$86.9K | 1385.7% |
| MAI Capital Management | 2,159 | +189 | $479.9K | +$84.8K | 9.6% |
| GoalVest Advisory LLC | 2,817 | +112 | $626.2K | +$83.6K | 4.1% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,218 | +163 | $493.0K | +$80.8K | 7.9% |
| NORDEN GROUP LLC | 1,374 | +237 | $305.4K | +$77.4K | 20.8% |
| Rafferty Asset Management, LLC | 1,362 | +225 | $302.8K | +$74.7K | 19.8% |
| GREAT LAKES ADVISORS, LLC | 1,680 | +187 | $373.4K | +$74.0K | 12.5% |
| Evelyn Partners Investment Management (Europe) Ltd | 612 | +262 | $136.0K | +$73.8K | 74.8% |
| CHOREO, LLC | 1,403 | +193 | $315.7K | +$73.0K | 15.9% |
| MTM Investment Management, LLC | 3,172 | +3 | $705.1K | +$69.4K | 0.1% |
| Savvy Advisors, Inc. | 2,022 | +126 | $449.5K | +$69.2K | 6.6% |
| Avidian Wealth Enterprises, LLC | 2,689 | +54 | $597.7K | +$69.1K | 2.0% |
| RMR Wealth Builders | 2,999 | +6 | $666.7K | +$66.4K | 0.2% |
| SMITH, MOORE & CO. | 1,527 | +159 | $339.4K | +$65.0K | 11.6% |
| IVC Wealth Advisors LLC | 1,300 | +153 | $289.0K | +$58.9K | 13.3% |
| HB Wealth Management, LLC | 1,719 | +104 | $382.2K | +$58.2K | 6.4% |
| Compound Planning, Inc. | 1,446 | +131 | $321.4K | +$57.7K | 10.0% |
| Belpointe Asset Management LLC | 2,226 | +36 | $494.8K | +$55.5K | 1.6% |
| CoreCap Advisors, LLC | 535 | +217 | $118.9K | +$55.1K | 68.2% |
| Independent Advisor Alliance | 1,307 | +112 | $290.6K | +$50.9K | 9.4% |
| HHM Wealth Advisors, LLC | 2,309 | +1 | $513.2K | +$50.2K | 0.0% |
| Clearstead Advisors, LLC | 400 | +206 | $88.9K | +$50.0K | 106.2% |
| Steward Partners Investment Advisory, LLC | 1,405 | +94 | $312.5K | +$49.7K | 7.2% |
| Wellington Shields & Co., LLC | 2,028 | +28 | $450.8K | +$49.6K | 1.4% |
| Smartleaf Asset Management LLC | 495 | +174 | $111.6K | +$47.9K | 54.2% |
| Ballentine Partners, LLC | 1,124 | +114 | $249.9K | +$47.3K | 11.3% |
| Parcion Private Wealth LLC | 1,701 | +48 | $378.1K | +$46.6K | 2.9% |
| DAVENPORT & Co LLC | 1,331 | +81 | $295.9K | +$45.1K | 6.5% |
| Versant Capital Management, Inc | 417 | +177 | $92.7K | +$44.6K | 73.8% |
| GREENLEAF TRUST | 1,538 | +43 | $341.9K | +$42.0K | 2.9% |
| SIGNATUREFD, LLC | 1,513 | +36 | $336.2K | +$40.1K | 2.4% |
| Forum Financial Management, LP | 1,754 | +8 | $389.8K | +$39.5K | 0.5% |
| Optimize Financial Inc | 1,623 | +20 | $360.8K | +$39.2K | 1.2% |
| Wealth Preservation Advisors, LLC | 683 | +120 | $151.7K | +$38.7K | 21.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 527 | +134 | $117.2K | +$38.4K | 34.1% |
| BENEDICT FINANCIAL ADVISORS INC | 1,707 | +2 | $379.5K | +$37.5K | 0.1% |
| EverSource Wealth Advisors, LLC | 914 | +88 | $203.2K | +$37.5K | 10.7% |
| Insight Inv LLC | 1,521 | +21 | $338.1K | +$37.2K | 1.4% |
| AdvisorNet Financial, Inc | 534 | +127 | $118.7K | +$37.1K | 31.2% |
| Diversified Trust Co | 1,374 | +35 | $305.4K | +$36.9K | 2.6% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,049 | +62 | $233.2K | +$35.2K | 6.3% |
| Almanack Investment Partners, LLC. | 1,416 | +16 | $314.8K | +$34.0K | 1.1% |
| ASSETMARK, INC | 195 | +144 | $43.3K | +$33.1K | 282.4% |
| SYM FINANCIAL Corp | 1,172 | +36 | $260.5K | +$32.7K | 3.2% |
| Bank & Trust Co | 140 | +120 | $31.1K | +$27.1K | 600.0% |
| Nemes Rush Group LLC | 987 | +2 | $219.4K | +$21.9K | 0.2% |
| Salomon & Ludwin, LLC | 98 | +93 | $22.5K | +$21.5K | 1860.0% |
| FIFTH THIRD BANCORP | 883 | +11 | $196.3K | +$21.4K | 1.3% |
| Larson Financial Group LLC | 679 | +28 | $150.9K | +$20.4K | 4.3% |
| Geneos Wealth Management Inc. | 292 | +62 | $64.9K | +$18.8K | 26.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 678,782 | +14,929 | $150.9K | +$17.7K | 2.2% |
| HUNTINGTON NATIONAL BANK | 262 | +56 | $58.2K | +$16.9K | 27.2% |
| Root Financial Partners, LLC | 596 | +17 | $132.6K | +$16.5K | 2.9% |
| CITY HOLDING CO | 182 | +62 | $40.5K | +$16.4K | 51.7% |
| WPG Advisers, LLC | 181 | +46 | $40.2K | +$13.2K | 34.1% |
| J.W. COLE ADVISORS, INC. | 1,326 | +88 | $236.8K | -$11.5K | 7.1% |
| S&T Bank/PA | 58 | +46 | $12.9K | +$10.5K | 383.3% |
| Vermillion & White Wealth Management Group, LLC | 177 | +31 | $39.3K | +$10.1K | 21.2% |
| JFS WEALTH ADVISORS, LLC | 254 | +16 | $56.5K | +$8.7K | 6.7% |
| SWAN Capital LLC | 49 | +30 | $10.9K | +$7.1K | 157.9% |
| Dogwood Wealth Management LLC | 137 | +8 | $30.5K | +$4.6K | 6.2% |
| Euro Pacific Asset Management, LLC | 164,360 | +3,609 | $36.2K | +$4.1K | 2.2% |
| Fortitude Family Office, LLC | 62 | +11 | $13.8K | +$3.6K | 21.6% |
| Vestcor Inc | 32,177 | +12,381 | $7.2K | +$3.2K | 62.5% |
| Turning Point Benefit Group, Inc. | 15 | +14 | $3.3K | +$3.1K | 1400.0% |
| Key Financial Inc | 49 | +10 | $10.9K | +$3.1K | 25.6% |
| FARMERS & MERCHANTS INVESTMENTS INC | 67 | +8 | $14.9K | +$3.1K | 13.6% |
| ROTHSCHILD INVESTMENT LLC | 14 | +12 | $3.1K | +$2.7K | 600.0% |
| City State Bank | 56 | +6 | $12.4K | +$2.4K | 12.0% |
| Treasurer of the State of North Carolina | 34,337 | +4,800 | $7.6K | +$1.7K | 16.3% |
| AMALGAMATED BANK | 35,858 | +4,578 | $8.0K | +$1.7K | 14.6% |
| MJT & Associates Financial Advisory Group, Inc. | 38 | +4 | $8.4K | +$1.6K | 11.8% |
| Handelsbanken Fonder AB | 26,258 | +5,256 | $5.8K | +$1.6K | 25.0% |
| SG Americas Securities, LLC | 17,671 | +6,109 | $3.9K | +$1.6K | 52.8% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 24,905 | +5,000 | $5.5K | +$1.5K | 25.1% |
| Hughes Financial Services, LLC | 9 | +6 | $2.0K | +$1.4K | 200.0% |
| Thrivent Financial for Lutherans | 28,145 | +3,121 | $6.2K | +$1.2K | 12.5% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 51,934 | +320 | $11.5K | +$1.2K | 0.6% |
| Cambridge Investment Research Advisors, Inc. | 33,841 | +2,115 | $7.5K | +$1.2K | 6.7% |
| NATIXIS ADVISORS, LLC | 17,595 | +3,732 | $3.9K | +$1.1K | 26.9% |
| CWM, LLC | 27,036 | +2,154 | $6.0K | +$1.0K | 8.7% |
| State of Alaska, Department of Revenue | 10,787 | +3,762 | $2.4K | +$988 | 53.5% |
| Retirement Wealth Solutions LLC | 14 | +3 | $3.1K | +$906 | 27.3% |
| Bay Harbor Wealth Management, LLC | 7 | +3 | $1.6K | +$754 | 75.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 8,652 | +2,211 | $1.9K | +$631 | 34.3% |
| HANTZ FINANCIAL SERVICES, INC. | 2,819 | +1,497 | $627 | +$362 | 113.2% |
| Employees Retirement System of Texas | 1,921 | +322 | $427 | +$106 | 20.1% |
| BESSEMER GROUP INC | 2,381 | +13 | $530 | +$54 | 0.5% |