13F QoQ Ownership Changes
SBAC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 111 new · 233 added · 336 reduced · 103 exited
New Positions(111)
Added To(233)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Dodge & Cox | 11,996,134 | +2,328,837 | $2.32B | +$451.2M | 24.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,092,612 | +785,850 | $211.3M | +$152.0M | 256.2% |
| MILLENNIUM MANAGEMENT LLC | 811,543 | +513,002 | $157.0M | +$99.3M | 171.8% |
| CI INVESTMENTS INC. | 332,647 | +38,223 | $64.3M | +$64.3M | 13.0% |
| CITADEL ADVISORS LLC | 413,903 | +263,117 | $80.1M | +$50.9M | 174.5% |
| GRS Advisors, LLC | 264,256 | +253,421 | $51.1M | +$49.0M | 2338.9% |
| RUSH ISLAND MANAGEMENT, LP | 1,177,595 | +234,072 | $227.8M | +$45.4M | 24.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 872,649 | +193,437 | $168.8M | +$37.5M | 28.5% |
| GOLDMAN SACHS GROUP INC | 1,239,905 | +185,939 | $239.8M | +$36.1M | 17.6% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 2,034,920 | +179,591 | $393.6M | +$34.9M | 9.7% |
| STATE STREET CORP | 4,911,615 | +158,738 | $950.1M | +$31.1M | 3.3% |
| Quantinno Capital Management LP | 341,010 | +148,693 | $66.0M | +$28.8M | 77.3% |
| Amundi | 823,503 | +135,331 | $159.3M | +$28.4M | 19.7% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 144,212 | +139,961 | $27.9M | +$27.1M | 3292.4% |
| NORGES BANK | 1,565,288 | +199,476 | $302.8M | -$26.0M | 14.6% |
| Russell Investments Group, Ltd. | 398,154 | +103,397 | $77.0M | +$20.0M | 35.1% |
| Clearbridge Investments, LLC | 384,521 | +88,438 | $74.4M | +$17.1M | 29.9% |
| DigitalBridge Group, Inc. | 477,812 | +77,692 | $92.4M | +$15.1M | 19.4% |
| Legal & General Group Plc | 1,499,036 | +76,440 | $290.0M | +$14.9M | 5.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,525,439 | +74,596 | $295.1M | +$14.5M | 5.1% |
| UBS Group AG | 673,127 | +72,180 | $130.2M | +$14.0M | 12.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 1,245,399 | +63,323 | $241.2M | +$12.1M | 5.3% |
| Connor, Clark & Lunn Investment Management Ltd. | 103,466 | +62,428 | $20.0M | +$12.1M | 152.1% |
| LAZARD ASSET MANAGEMENT LLC | 248,476 | +53,372 | $48.1M | +$10.3M | 27.4% |
| BOOTHBAY FUND MANAGEMENT, LLC | 181,781 | +52,726 | $35.2M | +$10.2M | 40.9% |
| INTECH INVESTMENT MANAGEMENT LLC | 55,235 | +47,611 | $10.7M | +$9.2M | 624.5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 154,381 | +47,214 | $29.9M | +$9.1M | 44.0% |
| Moran Wealth Management, LLC | 76,286 | +46,677 | $14.8M | +$9.0M | 157.6% |
| Nuveen, LLC | 560,811 | +36,393 | $108.5M | +$7.1M | 6.9% |
| Point72 Asset Management, L.P. | 118,166 | +33,478 | $22.9M | +$6.5M | 39.5% |
| CIBC WORLD MARKET INC. | 62,468 | +33,412 | $12.1M | +$6.5M | 115.0% |
| BNP PARIBAS FINANCIAL MARKETS | 196,879 | +32,865 | $38.1M | +$6.4M | 20.0% |
| IFM Investors Pty Ltd | 27,383 | +37 | $5.3K | -$5.3M | 0.1% |
| SEI INVESTMENTS CO | 627,519 | +25,795 | $121.4M | +$5.0M | 4.3% |
| MORGAN STANLEY | 1,377,798 | +23,844 | $266.5M | +$4.7M | 1.8% |
| Aberdeen Group plc | 202,452 | +22,293 | $39.2M | +$4.3M | 12.4% |
| Lido Advisors, LLC | 97,836 | +20,459 | $18.9M | +$4.0M | 26.4% |
| IEQ CAPITAL, LLC | 38,819 | +20,064 | $7.5M | +$3.9M | 107.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,085,112 | +16,153 | $594.7M | +$3.5M | 0.5% |
| Polar Asset Management Partners Inc. | 27,600 | +17,300 | $5.3M | +$3.3M | 168.0% |
| Verition Fund Management LLC | 48,337 | +14,609 | $9.3M | +$2.8M | 43.3% |
| ALLIANCEBERNSTEIN L.P. | 152,491 | +14,352 | $29.5M | +$2.8M | 10.4% |
| Banque Cantonale Vaudoise | 12,993 | +2,934 | $2.5M | +$2.5M | 29.2% |
| Skylands Capital, LLC | 96,715 | +12,585 | $18.7M | +$2.4M | 14.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 226,271 | +13,383 | $43.6M | +$2.4M | 6.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,047 | +531 | $2.3M | +$2.3M | 4.6% |
| Invesco Ltd. | 1,815,032 | +9,656 | $351.1M | +$2.0M | 0.5% |
| Creative Planning | 24,037 | +10,186 | $4.6M | +$2.0M | 73.5% |
| CIBC Asset Management Inc | 25,108 | +10,178 | $4.9M | +$2.0M | 68.2% |
| Envestnet Portfolio Solutions, Inc. | 12,760 | +10,139 | $2.5M | +$2.0M | 386.8% |
| Focus Partners Wealth | 12,482 | +9,911 | $2.4M | +$1.9M | 385.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 16,008 | +9,802 | $3.1M | +$1.9M | 157.9% |
| Corient Private Wealth LLC | 108,001 | +92,564 | $4.6M | +$1.6M | 599.6% |
| Prestige Wealth Management Group LLC | 8,280 | +6,565 | $1.8M | +$1.5M | 382.8% |
| Korea Investment CORP | 102,303 | +7,555 | $19.8M | +$1.5M | 8.0% |
| BANK OF NOVA SCOTIA | 30,411 | +6,924 | $5.9M | +$1.3M | 29.5% |
| NEOS Investment Management LLC | 29,977 | +6,874 | $5.8M | +$1.3M | 29.8% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 20,657 | +6,581 | $4.0M | +$1.3M | 46.8% |
| Magellan Asset Management Ltd | 94,029 | +5,904 | $18.2M | +$1.1M | 6.7% |
| DARK FOREST CAPITAL MANAGEMENT LP | 7,121 | +5,779 | $1.4M | +$1.1M | 430.6% |
| Walleye Trading LLC | 19,200 | +5,431 | $3.7M | +$1.1M | 39.4% |
| Cerity Partners LLC | 38,313 | +5,374 | $7.4M | +$1.0M | 16.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 16,612 | +5,183 | $3.2M | +$1.0M | 45.3% |
| CREDIT AGRICOLE S A | 41,266 | +5,007 | $8.0M | +$971.4K | 13.8% |
| QUADRANT CAPITAL GROUP LLC | 5,894 | +4,991 | $1.1M | +$965.5K | 552.7% |
| USS Investment Management Ltd | 27,289 | +4,843 | $5.3M | +$940.6K | 21.6% |
| AlphaQuest LLC | 14,984 | +4,681 | $2.9M | +$906.3K | 45.4% |
| AVIVA PLC | 100,882 | +4,416 | $19.5M | +$861.9K | 4.6% |
| Squarepoint Ops LLC | 9,580 | +4,216 | $1.9M | +$815.9K | 78.6% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 12,900 | +4,210 | $2.5M | +$815.0K | 48.4% |
| Federation des caisses Desjardins du Quebec | 24,287 | +4,171 | $4.7M | +$808.4K | 20.7% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 29,648 | +4,046 | $5.7M | +$784.7K | 15.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 27,086 | +3,960 | $5.2M | +$767.8K | 17.1% |
| ALLSTATE CORP | 7,821 | +3,813 | $1.5M | +$737.9K | 95.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,199 | +3,918 | $1.9M | +$734.3K | 62.4% |
| Mirae Asset Global Investments Co., Ltd. | 19,524 | +3,747 | $3.8M | +$726.0K | 23.7% |
| ABN AMRO INVESTMENT SOLUTIONS | 4,913 | +3,693 | $950.3K | +$714.4K | 302.7% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 19,037 | +3,595 | $3.7M | +$696.6K | 23.3% |
| Avanza Fonder AB | 12,169 | +3,385 | $2.4M | +$655.5K | 38.5% |
| NATIONAL BANK OF CANADA /FI/ | 69,328 | +2,904 | $13.4M | +$566.6K | 4.4% |
| DANSKE BANK A/S | 54,708 | +2,900 | $10.6M | +$565.1K | 5.6% |
| Mariner, LLC | 13,630 | +2,769 | $2.6M | +$538.4K | 25.5% |
| TORONTO DOMINION BANK | 89,327 | +2,434 | $17.3M | +$477.8K | 2.8% |
| Wealthfront Advisers LLC | 43,282 | +2,446 | $8.4M | +$476.5K | 6.0% |
| Candriam S.C.A. | 12,882 | +2,319 | $2.5M | +$449.5K | 21.9% |
| MUFG Securities EMEA plc | 4,368 | +2,313 | $844.9K | +$447.6K | 112.5% |
| Investment Management Corp of Ontario | 7,277 | +2,273 | $1.4M | +$440.1K | 45.4% |
| ProShare Advisors LLC | 41,242 | +2,254 | $8.0M | +$439.1K | 5.8% |
| Gotham Asset Management, LLC | 6,514 | +2,244 | $1.3M | +$434.4K | 52.5% |
| SYON CAPITAL LLC | 4,744 | +2,128 | $917.6K | +$411.8K | 81.3% |
| Vanguard Personalized Indexing Management, LLC | 13,434 | +2,021 | $2.6M | +$391.6K | 17.7% |
| DIMENSIONAL FUND ADVISORS LP | 1,566,165 | +1,375 | $302.9M | +$386.2K | 0.1% |
| Robeco Institutional Asset Management B.V. | 32,465 | +1,931 | $6.3M | +$376.0K | 6.3% |
| Tidal Investments LLC | 4,641 | +1,884 | $897.7K | +$364.6K | 68.3% |
| Oak Thistle LLC | 8,782 | +1,812 | $1.7M | +$351.1K | 26.0% |
| CAPTRUST FINANCIAL ADVISORS | 6,567 | +1,777 | $1.3M | +$344.1K | 37.1% |
| Holocene Advisors, LP | 29,395 | +1,760 | $5.7M | +$342.6K | 6.4% |
| Kera Capital Partners, Inc. | 3,448 | +1,909 | $634.8K | +$337.3K | 124.0% |
| Modera Wealth Management, LLC | 10,450 | +1,722 | $2.0M | +$333.7K | 19.7% |
| Summit Trail Advisors, LLC | 14,267 | +1,664 | $2.8M | +$322.9K | 13.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 175,570 | +1,595 | $34.0M | +$322.4K | 0.9% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,626 | +1,535 | $314.5K | +$296.9K | 1686.8% |
| ODDO BHF ASSET MANAGEMENT SAS | 6,686 | +1,495 | $1.3M | +$289.6K | 28.8% |
| AVENIR CORP | 62,909 | +1,416 | $12.2M | +$278.8K | 2.3% |
| Cresset Asset Management, LLC | 3,094 | +1,370 | $598.5K | +$265.2K | 79.5% |
| MACQUARIE GROUP LTD | 64,045 | +1,322 | $12.4M | +$260.7K | 2.1% |
| NewEdge Wealth, LLC | 3,357 | +1,075 | $649.4K | +$202.6K | 47.1% |
| Baker Avenue Asset Management, LP | 2,243 | +1,037 | $433.8K | +$200.5K | 86.0% |
| Pathstone Holdings, LLC | 6,957 | +1,022 | $1.3M | +$198.1K | 17.2% |
| XPONANCE, INC. | 15,830 | +957 | $3.1M | +$186.3K | 6.4% |
| Maryland State Retirement & Pension System | 105,784 | +844 | $20.5M | +$171.7K | 0.8% |
| Global Retirement Partners, LLC | 1,109 | +872 | $214.5K | +$168.8K | 367.9% |
| M&T Bank Corp | 3,854 | +866 | $745.4K | +$167.7K | 29.0% |
| FEDERATED HERMES, INC. | 122,637 | +796 | $23.7M | +$163.7K | 0.7% |
| Czech National Bank | 28,095 | +822 | $5.4M | +$161.2K | 3.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,030 | +790 | $199.2K | +$152.8K | 329.2% |
| SIGNATUREFD, LLC | 1,843 | +762 | $356.5K | +$147.4K | 70.5% |
| Curated Wealth Partners LLC | 4,644 | +750 | $898.3K | +$145.4K | 19.3% |
| Lighthouse Investment Partners, LLC | 4,540 | +740 | $878.2K | +$143.4K | 19.5% |
| Parallel Advisors, LLC | 1,385 | +712 | $267.9K | +$137.8K | 105.8% |
| NewEdge Advisors, LLC | 5,646 | +703 | $1.1M | +$136.2K | 14.2% |
| Central Pacific Bank - Trust Division | 3,225 | +700 | $623.8K | +$135.6K | 27.7% |
| Ethic Inc. | 8,112 | +698 | $1.6M | +$135.5K | 9.4% |
| Merit Financial Group, LLC | 3,164 | +687 | $612.0K | +$133.0K | 27.7% |
| Canada Post Corp Registered Pension Plan | 1,380 | +570 | $266.9K | +$108.1K | 70.4% |
| Chicago Partners Investment Group LLC | 3,661 | +677 | $685.1K | +$108.1K | 22.7% |
| DNB Asset Management AS | 20,291 | +517 | $3.9M | +$101.6K | 2.6% |
| GeoWealth Management, LLC | 4,053 | +470 | $784.0K | +$91.2K | 13.1% |
| HUB Investment Partners, LLC | 1,812 | +467 | $350.5K | +$90.4K | 34.7% |
| Lansforsakringar Fondforvaltning AB (publ) | 34,446 | +449 | $6.7M | +$89.6K | 1.3% |
| PROFUND ADVISORS LLC | 1,835 | +390 | $354.9K | +$75.6K | 27.0% |
| INCEPTIONR LLC | 2,189 | +387 | $423.4K | +$75.0K | 21.5% |
| Norinchukin Bank, The | 6,391 | +354 | $1.2M | +$69.0K | 5.9% |
| TD Asset Management Inc | 41,929 | +327 | $8.1M | +$66.6K | 0.8% |
| HB Wealth Management, LLC | 2,373 | +335 | $459.0K | +$64.8K | 16.4% |
| PINNACLE ASSOCIATES LTD | 1,445 | +318 | $279.5K | +$61.6K | 28.2% |
| KLP KAPITALFORVALTNING AS | 42,196 | +300 | $8.2M | +$61.4K | 0.7% |
| Vontobel Holding Ltd. | 3,295 | +313 | $637.4K | +$60.8K | 10.5% |
| Generali Asset Management SPA SGR | 6,107 | +296 | $1.2M | +$57.7K | 5.1% |
| B. Metzler seel. Sohn & Co. AG | 4,766 | +271 | $921.9K | +$52.8K | 6.0% |
| Fullerton Fund Management Co Ltd. | 3,472 | +270 | $671.6K | +$52.5K | 8.4% |
| CERTUITY, LLC | 1,975 | +252 | $382.0K | +$48.9K | 14.6% |
| Capital International Investors | 196,714 | +165 | $38.1M | +$47.6K | 0.1% |
| Sequoia Financial Advisors, LLC | 3,732 | +234 | $721.9K | +$45.5K | 6.7% |
| Inscription Capital, LLC | 5,127 | +230 | $991.8K | +$44.9K | 4.7% |
| QRG CAPITAL MANAGEMENT, INC. | 2,507 | +226 | $484.9K | +$43.8K | 9.9% |
| JANUS HENDERSON GROUP PLC | 13,017 | +211 | $2.5M | +$42.8K | 1.6% |
| DoubleLine ETF Adviser LP | 6,943 | +215 | $1.3M | +$42.1K | 3.2% |
| Presima Securities ULC | 9,585 | +213 | $1.9M | +$42.0K | 2.3% |
| Guinness Asset Management LTD | 591 | +217 | $114.5K | +$41.1K | 58.0% |
| Crossmark Global Holdings, Inc. | 5,257 | +204 | $1.0M | +$39.9K | 4.0% |
| Clearstead Advisors, LLC | 495 | +205 | $95.7K | +$39.7K | 70.7% |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 10,380 | +192 | $2.0M | +$38.0K | 1.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 13,726 | +190 | $2.7M | +$37.8K | 1.4% |
| ROTHSCHILD INVESTMENT LLC | 324 | +191 | $62.7K | +$37.0K | 143.6% |
| Farther Finance Advisors, LLC | 641 | +186 | $124.0K | +$36.0K | 40.9% |
| BROWN BROTHERS HARRIMAN & CO | 2,502 | +178 | $484.0K | +$34.6K | 7.7% |
| SG Americas Securities, LLC | 173,680 | +171,644 | $33.6K | +$33.2K | 8430.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 35,093 | +151 | $6.8M | +$32.0K | 0.4% |
| Quent Capital, LLC | 303 | +162 | $58.7K | +$31.4K | 114.9% |
| Versant Capital Management, Inc | 1,919 | +158 | $371.2K | +$30.7K | 9.0% |
| LVW Advisors, LLC | 1,295 | +149 | $250.5K | +$28.9K | 13.0% |
| Horizon Investments, LLC | 4,281 | +143 | $828.1K | +$28.0K | 3.5% |
| Beacon Pointe Advisors, LLC | 1,692 | +136 | $327.3K | +$26.4K | 8.7% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11,697 | +129 | $2.3M | +$25.9K | 1.1% |
| ELEVATION WEALTH PARTNERS, LLC | 131 | +110 | $25.3K | +$21.3K | 523.8% |
| EVERMAY WEALTH MANAGEMENT LLC | 270 | +100 | $52.2K | +$19.4K | 58.8% |
| MassMutual Private Wealth & Trust, FSB | 704 | +88 | $136.2K | +$17.1K | 14.3% |
| Vanderbilt University | 11,843 | +83 | $2.3M | +$17.0K | 0.7% |
| AMERICAN CENTURY COMPANIES INC | 46,934 | +65 | $9.1M | +$16.3K | 0.1% |
| Asset Management One Co., Ltd. | 46,088 | +2 | $8.9M | +$15.9K | 0.0% |
| Quarry LP | 475 | +80 | $91.9K | +$15.5K | 20.3% |
| Larson Financial Group LLC | 248 | +80 | $47.9K | +$15.5K | 47.6% |
| Fortune Financial Advisors, LLC | 2,310 | +73 | $446.9K | +$14.4K | 3.3% |
| Salomon & Ludwin, LLC | 67 | +65 | $12.7K | +$12.3K | 3250.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 70 | +63 | $13.5K | +$12.2K | 900.0% |
| MAI Capital Management | 639 | +60 | $123.6K | +$11.6K | 10.4% |
| S&T Bank/PA | 65 | +59 | $12.6K | +$11.4K | 983.3% |
| UMB Bank, n.a. | 398 | +46 | $77.0K | +$8.9K | 13.1% |
| MGO ONE SEVEN LLC | 1,763 | +42 | $341.1K | +$8.3K | 2.4% |
| Cornerstone Planning Group LLC | 46 | +33 | $8.5K | +$8.2K | 253.8% |
| Empowered Funds, LLC | 2,839 | +38 | $549.1K | +$7.6K | 1.4% |
| MML INVESTORS SERVICES, LLC | 8,624 | +32 | $1.7M | +$6.8K | 0.4% |
| NATIXIS ADVISORS, LLC | 132,112 | +34,167 | $25.6K | +$6.6K | 34.9% |
| Clearstead Trust, LLC | 65 | +31 | $12.6K | +$6.0K | 91.2% |
| HRT FINANCIAL LP | 40,416 | +29,330 | $7.8K | +$5.7K | 264.6% |
| MOTCO | 499 | +28 | $96.5K | +$5.5K | 5.9% |
| TD PRIVATE CLIENT WEALTH LLC | 174 | +27 | $33.7K | +$5.2K | 18.4% |
| ORG Partners LLC | 39 | +24 | $7.5K | +$4.6K | 160.0% |
| Checchi Capital Advisers, LLC | 1,301 | +20 | $251.7K | +$4.0K | 1.6% |
| CYBER HORNET ETFs LLC | 305 | +18 | $59.0K | +$3.5K | 6.3% |
| Activest Wealth Management | 20 | +18 | $3.9K | +$3.5K | 900.0% |
| Horst & Graben Wealth Management LLC | 1,603 | +14 | $310.1K | +$2.8K | 0.9% |
| Bell Investment Advisors, Inc | 18 | +14 | $3.5K | +$2.7K | 350.0% |
| PNC Financial Services Group, Inc. | 14,954 | +5 | $2.9M | +$2.2K | 0.0% |
| Fortitude Family Office, LLC | 23 | +11 | $4.4K | +$2.1K | 91.7% |
| CBIZ Investment Advisory Services, LLC | 22 | +11 | $4.3K | +$2.1K | 100.0% |
| TD Waterhouse Canada Inc. | 208 | +8 | $40.2K | +$1.9K | 4.0% |
| Financial Management Professionals, Inc. | 8 | +7 | $1.5K | +$1.4K | 700.0% |
| Rialto Wealth Management, LLC | 79 | +6 | $15.3K | +$1.2K | 8.2% |
| Parkside Financial Bank & Trust | 556 | +5 | $107.5K | +$1.0K | 0.9% |
| STRS OHIO | 2,572 | +4 | $497.5K | +$979 | 0.1% |
| Wealth Watch Advisors, INC | 101 | +5 | $19.5K | +$974 | 5.2% |
| AdvisorNet Financial, Inc | 18 | +5 | $3.5K | +$968 | 38.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,036 | +4,664 | $8.1K | +$904 | 12.5% |
| Dunhill Financial, LLC | 7 | +4 | $1.4K | +$873 | 133.3% |
| Frank, Rimerman Advisors LLC | 1,894 | +3 | $366.4K | +$733 | 0.1% |
| Warwick Investment Management, Inc. | 1,706 | +3 | $330.0K | +$686 | 0.2% |
| Cullen/Frost Bankers, Inc. | 1,198 | +3 | $231.7K | +$676 | 0.3% |
| VAN ECK ASSOCIATES CORP | 61,841 | +3,301 | $12.0K | +$643 | 5.6% |
| ROSS\JOHNSON & Associates LLC | 4 | +3 | $774 | +$581 | 300.0% |
| Colonial Trust Co / SC | 504 | +2 | $97.5K | +$427 | 0.4% |
| Transamerica Financial Advisors, LLC | 17 | +1 | $3.3K | +$401 | 6.3% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 20 | +2 | $3.9K | +$389 | 11.1% |
| Bruce G. Allen Investments, LLC | 13 | +2 | $2.5K | +$388 | 18.2% |
| Bogart Wealth, LLC | 8 | +2 | $1.5K | +$387 | 33.3% |
| Quaker Wealth Management, LLC | 4 | +2 | $774 | +$387 | 100.0% |
| CWM, LLC | 5,745 | +1,661 | $1.1K | +$321 | 40.7% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 7,832 | +1,254 | $1.5K | +$243 | 19.1% |
| SouthState Corp | 22 | +1 | $4.3K | +$195 | 4.8% |
| NVWM, LLC | 2 | +1 | $387 | +$194 | 100.0% |
| Stone House Investment Management, LLC | 153 | +1 | $29.5K | +$183 | 0.7% |
| HARBOR CAPITAL ADVISORS, INC. | 1,231 | +856 | $238 | +$165 | 228.3% |
| Employees Retirement System of Texas | 1,141 | +801 | $221 | +$155 | 235.6% |
| iA Global Asset Management Inc. | 11,762 | +742 | $2.3K | +$144 | 6.7% |
| Daiwa Securities Group Inc. | 22,304 | +384 | $4.3K | +$76 | 1.8% |
| CX Institutional | 971 | +131 | $188 | +$26 | 15.6% |
| GW&K Investment Management, LLC | 104 | +24 | $20 | +$5 | 30.0% |
| Avion Wealth | 38 | +21 | $7 | +$4 | 123.5% |
| BI Asset Management Fondsmaeglerselskab A/S | 7,256 | +9 | $1.4K | +$3 | 0.1% |
| Harel Insurance Investments & Financial Services Ltd. | 117 | +6 | $23 | +$2 | 5.4% |
| Covestor Ltd | 65 | +1 | $13 | $0 | 1.6% |
| Cambridge Investment Research Advisors, Inc. | 1,588 | +1 | $307 | $0 | 0.1% |