13F QoQ Ownership Changes
SOLV Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 158 new · 249 added · 518 reduced · 78 exited
New Positions(158)
Added To(249)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Independent Franchise Partners LLP | 15,355,691 | +2,456,451 | $1.22B | +$275.1M | 19.0% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 2,109,027 | +1,272,921 | $167.1M | +$106.1M | 152.2% |
| Davis Selected Advisers | 6,220,072 | +702,461 | $492.9M | +$90.1M | 12.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,588,728 | +763,308 | $362.4M | +$84.3M | 19.9% |
| BlackRock, Inc. | 10,307,592 | +74,902 | $816.8M | +$69.8M | 0.7% |
| STATE STREET CORP | 6,344,761 | +124,490 | $502.8M | +$48.7M | 2.0% |
| BANK OF AMERICA CORP /DE/ | 1,423,697 | +365,778 | $112.8M | +$35.6M | 34.6% |
| Ruffer LLP | 614,558 | +407,001 | $48.8M | +$33.6M | 196.1% |
| Invesco Ltd. | 2,930,010 | +96,236 | $232.2M | +$25.3M | 3.4% |
| MORGAN STANLEY | 1,660,906 | +193,154 | $131.6M | +$24.5M | 13.2% |
| AQR CAPITAL MANAGEMENT LLC | 469,288 | +211,440 | $37.2M | +$18.4M | 82.0% |
| UBS Group AG | 754,272 | +144,436 | $59.8M | +$15.3M | 23.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,479,164 | +79,959 | $117.2M | +$15.1M | 5.7% |
| FMR LLC | 1,945,488 | +36,523 | $154.2M | +$14.8M | 1.9% |
| RENAISSANCE TECHNOLOGIES LLC | 312,800 | +161,000 | $24.8M | +$13.7M | 106.1% |
| Gotham Asset Management, LLC | 291,308 | +155,936 | $23.1M | +$13.2M | 115.2% |
| D. E. Shaw & Co., Inc. | 197,957 | +154,826 | $15.7M | +$12.5M | 359.0% |
| RAYMOND JAMES FINANCIAL INC | 792,564 | +90,153 | $62.8M | +$11.5M | 12.8% |
| GOLDMAN SACHS GROUP INC | 486,637 | +81,557 | $38.6M | +$9.0M | 20.1% |
| JENNISON ASSOCIATES LLC | 625,764 | +67,227 | $49.6M | +$8.8M | 12.0% |
| BARCLAYS PLC | 441,101 | +101,514 | $33.5M | +$8.7M | 29.9% |
| AMERIPRISE FINANCIAL INC | 175,165 | +84,025 | $13.9M | +$7.2M | 92.2% |
| WINTON GROUP Ltd | 95,345 | +79,222 | $7.6M | +$6.4M | 491.4% |
| Vinva Investment Management Ltd | 82,285 | +78,082 | $6.6M | +$6.3M | 1857.8% |
| Allianz Asset Management GmbH | 208,419 | +64,810 | $16.5M | +$6.0M | 45.1% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 147,300 | +67,100 | $11.7M | +$5.8M | 83.7% |
| CLARK ESTATES INC/NY | 215,000 | +60,000 | $17.0M | +$5.7M | 38.7% |
| Legal & General Group Plc | 550,766 | +18,268 | $43.6M | +$4.8M | 3.4% |
| GENERAL AMERICAN INVESTORS CO INC | 400,050 | +22,700 | $31.8M | +$4.3M | 6.0% |
| US BANCORP \DE\ | 444,540 | +19,400 | $35.2M | +$4.2M | 4.6% |
| DEUTSCHE BANK AG\ | 641,220 | +1,556 | $50.8M | +$4.1M | 0.2% |
| Susquehanna Portfolio Strategies, LLC | 198,336 | +33,898 | $15.7M | +$3.7M | 20.6% |
| STIFEL FINANCIAL CORP | 117,545 | +37,565 | $9.3M | +$3.5M | 47.0% |
| Ratan Capital Management LP | 250,605 | +45,344 | $18.3M | +$3.3M | 22.1% |
| Philosophy Capital Management LLC | 352,898 | +8,900 | $28.0M | +$2.9M | 2.6% |
| PZENA INVESTMENT MANAGEMENT LLC | 435,310 | +1,046 | $34.5M | +$2.8M | 0.2% |
| HBK INVESTMENTS L P | 388,022 | +2,380 | $30.7M | +$2.6M | 0.6% |
| Mariner, LLC | 88,568 | +26,693 | $7.0M | +$2.5M | 43.1% |
| BROADWATER CAPITAL MANAGEMENT LLC | 103,618 | +94,724 | $708.1K | -$2.5M | 1065.0% |
| ENVESTNET ASSET MANAGEMENT INC | 229,683 | +14,017 | $18.2M | +$2.5M | 6.5% |
| Terril Brothers, Inc. | 271,851 | +6,850 | $21.5M | +$2.2M | 2.6% |
| WELLS FARGO & COMPANY/MN | 253,252 | +5,096 | $20.1M | +$2.0M | 2.0% |
| IFM Investors Pty Ltd | 29,135 | +2,139 | $2.3K | -$1.9M | 7.9% |
| BRASADA CAPITAL MANAGEMENT, LP | 82,383 | +20,138 | $6.5M | +$1.9M | 32.4% |
| BANK OF MONTREAL /CAN/ | 125,306 | +14,819 | $9.9M | +$1.9M | 13.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 307,882 | +93 | $24.3M | +$1.9M | 0.0% |
| Quantinno Capital Management LP | 117,898 | +14,184 | $9.3M | +$1.8M | 13.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 248,211 | +2,314 | $19.7M | +$1.7M | 0.9% |
| FIL Ltd | 20,400 | +20,232 | $1.6M | +$1.6M | 12042.9% |
| CIBC Asset Management Inc | 35,603 | +17,991 | $2.8M | +$1.5M | 102.2% |
| Brevan Howard Capital Management LP | 22,496 | +19,049 | $1.8M | +$1.5M | 552.6% |
| PRUDENTIAL FINANCIAL INC | 120,224 | +8,786 | $9.5M | +$1.4M | 7.9% |
| VICTORY CAPITAL MANAGEMENT INC | 133,850 | +7,605 | $10.6M | +$1.4M | 6.0% |
| PRINCIPAL FINANCIAL GROUP INC | 162,688 | +3,990 | $12.9M | +$1.3M | 2.5% |
| ALLIANCEBERNSTEIN L.P. | 158,716 | +4,065 | $12.6M | +$1.3M | 2.6% |
| Strong Tower Advisory Services | 107,408 | +8,239 | $8.5M | +$1.3M | 8.3% |
| AVIVA PLC | 117,334 | +6,616 | $9.3M | +$1.2M | 6.0% |
| MARSHALL WACE, LLP | 160,529 | +2,860 | $12.7M | +$1.2M | 1.8% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 32,746 | +12,773 | $2.6M | +$1.1M | 64.0% |
| Cerity Partners LLC | 54,271 | +9,817 | $4.3M | +$1.1M | 22.1% |
| Rakuten Investment Management, Inc. | 20,080 | +5,480 | $1.6M | -$1.0M | 37.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54,228 | +6,074 | $4.5M | +$1.0M | 12.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 111,351 | +4,585 | $8.8M | +$1.0M | 4.3% |
| Tidal Investments LLC | 17,836 | +12,214 | $1.4M | +$1.0M | 217.3% |
| DANSKE BANK A/S | 87,890 | +6,100 | $7.0M | +$993.7K | 7.5% |
| LPL Financial LLC | 80,774 | +6,087 | $6.4M | +$948.4K | 8.2% |
| Creative Planning | 35,990 | +9,305 | $2.9M | +$903.9K | 34.9% |
| NATIXIS | 23,360 | +8,722 | $1.9M | +$782.5K | 59.6% |
| Meiji Yasuda Asset Management Co Ltd. | 32,482 | +7,430 | $2.6M | +$745.1K | 29.6% |
| Focus Partners Wealth | 24,619 | +7,583 | $1.9M | +$699.7K | 44.5% |
| FOX RUN MANAGEMENT, L.L.C. | 18,646 | +7,821 | $1.5M | +$687.3K | 72.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 14,385 | +7,844 | $1.1M | +$662.4K | 119.9% |
| SEI INVESTMENTS CO | 55,310 | +3,303 | $4.4M | +$586.9K | 6.3% |
| Woodline Partners LP | 25,307 | +5,828 | $2.0M | +$583.4K | 29.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 18,257 | +6,372 | $1.4M | +$579.1K | 53.6% |
| HUSSMAN STRATEGIC ADVISORS, INC. | 16,800 | +6,300 | $1.3M | +$564.7K | 60.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 27,588 | +5,198 | $2.2M | +$551.6K | 23.2% |
| Mitsubishi UFJ Trust & Banking Corp | 69,603 | +1,581 | $5.5M | +$549.7K | 2.3% |
| BANK OF NOVA SCOTIA | 23,658 | +5,136 | $1.9M | +$522.5K | 27.7% |
| FEDERATED HERMES, INC. | 6,556 | +6,554 | $519.5K | +$519.3K | 327700.0% |
| CAPTRUST FINANCIAL ADVISORS | 33,379 | +4,047 | $2.6M | +$503.8K | 13.8% |
| ALLSTATE CORP | 11,282 | +5,780 | $894.0K | +$492.3K | 105.0% |
| Advisors Capital Management, LLC | 54,189 | +2,088 | $4.3M | +$490.6K | 4.0% |
| FORSTA AP-FONDEN | 32,300 | +3,800 | $2.6M | +$479.0K | 13.3% |
| Mirae Asset Global Investments Co., Ltd. | 25,308 | +4,094 | $2.0M | +$456.8K | 19.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 33,198 | +3,306 | $2.6M | +$448.5K | 11.1% |
| COMERICA BANK | 55,895 | +980 | $4.4M | +$420.3K | 1.8% |
| Farther Finance Advisors, LLC | 7,990 | +5,023 | $633.1K | +$416.5K | 169.3% |
| Orion Porfolio Solutions, LLC | 27,068 | +3,079 | $2.1M | +$393.7K | 12.8% |
| M&T Bank Corp | 31,724 | +2,644 | $2.5M | +$390.3K | 9.1% |
| Pacer Advisors, Inc. | 17,149 | +3,768 | $1.4M | +$382.1K | 28.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 20,425 | +3,279 | $1.6M | +$366.8K | 19.1% |
| Gen-Wealth Partners Inc | 5,621 | +4,514 | $445.4K | +$364.6K | 407.8% |
| SEIZERT CAPITAL PARTNERS, LLC | 56,148 | +10 | $4.4M | +$351.1K | 0.0% |
| Czech National Bank | 38,875 | +1,443 | $3.1M | +$347.9K | 3.9% |
| ProShare Advisors LLC | 28,749 | +1,989 | $2.3M | +$324.6K | 7.4% |
| Mondrian Investment Partners LTD | 13,259 | +3,303 | $1.1M | +$323.9K | 33.2% |
| Corient Private Wealth LLC | 44,882 | +3,443 | $3.3M | +$308.7K | 8.3% |
| Investment Management Corp of Ontario | 10,562 | +3,321 | $836.9K | +$308.3K | 45.9% |
| NEOS Investment Management LLC | 15,338 | +2,478 | $1.2M | +$276.6K | 19.3% |
| &PARTNERS | 28,063 | +1,409 | $2.2M | +$275.2K | 5.3% |
| MUFG Securities EMEA plc | 6,049 | +3,228 | $479.3K | +$273.4K | 114.4% |
| Vanguard Personalized Indexing Management, LLC | 16,967 | +2,372 | $1.3M | +$267.9K | 16.3% |
| DNB Asset Management AS | 28,302 | +1,069 | $2.2M | +$254.6K | 3.9% |
| Tower Research Capital LLC (TRC) | 4,679 | +3,034 | $370.8K | +$250.7K | 184.4% |
| APG Asset Management N.V. | 10,439 | +3,034 | $704.3K | +$244.3K | 41.0% |
| XPONANCE, INC. | 24,047 | +1,269 | $1.9M | +$242.7K | 5.6% |
| JT Stratford LLC | 28,137 | +648 | $2.2M | +$222.9K | 2.4% |
| WASHINGTON CAPITAL MANAGEMENT, INC | 9,705 | +2,205 | $769.0K | +$221.5K | 29.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,473 | +2,344 | $433.7K | +$205.3K | 74.9% |
| Verition Fund Management LLC | 23,686 | +671 | $1.9M | +$196.8K | 2.9% |
| Coastal Bridge Advisors, LLC | 24,887 | +455 | $2.0M | +$188.5K | 1.9% |
| Empowered Funds, LLC | 4,839 | +2,094 | $383.4K | +$183.1K | 76.3% |
| MML INVESTORS SERVICES, LLC | 6,023 | +1,953 | $477.3K | +$180.2K | 48.0% |
| Federation des caisses Desjardins du Quebec | 17,029 | +985 | $1.3M | +$178.0K | 6.1% |
| Sequoia Financial Advisors, LLC | 18,239 | +867 | $1.4M | +$177.1K | 5.0% |
| Focus Partners Advisor Solutions, LLC | 5,423 | +1,873 | $429.7K | +$174.1K | 52.8% |
| Curi Capital, LLC | 4,990 | +1,912 | $395.4K | +$170.7K | 62.1% |
| Kestra Advisory Services, LLC | 8,979 | +1,454 | $711.5K | +$162.2K | 19.3% |
| Groupe la Francaise | 1,991 | +1,969 | $157.8K | +$156.4K | 8950.0% |
| Ransom Advisory, Ltd | 3,453 | +2,659 | $213.6K | +$155.6K | 334.9% |
| Aberdeen Group plc | 19,103 | +224 | $1.5M | +$150.5K | 1.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 19,628 | +204 | $1.6M | +$137.4K | 1.1% |
| MIZUHO SECURITIES USA LLC | 10,735 | +1 | $915.3K | +$130.7K | 0.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,622 | +281 | $1.4M | +$130.5K | 1.6% |
| UMB Bank, n.a. | 4,947 | +1,358 | $392.0K | +$130.0K | 37.8% |
| Private Advisor Group, LLC | 16,858 | +331 | $1.3M | +$129.4K | 2.0% |
| JONES FINANCIAL COMPANIES LLLP | 8,893 | +892 | $704.7K | +$129.2K | 11.1% |
| First Bank & Trust | 5,212 | +1,319 | $413.0K | +$128.8K | 33.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,451 | +987 | $669.6K | +$124.8K | 13.2% |
| Pathstone Holdings, LLC | 13,226 | +509 | $1.0M | +$119.7K | 4.0% |
| Norinchukin Bank, The | 8,812 | +837 | $698.3K | +$116.1K | 10.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 16,906 | +100 | $1.3M | +$112.8K | 0.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,809 | +568 | $856.5K | +$108.9K | 5.5% |
| Wealthspire Advisors, LLC | 3,539 | +1,171 | $280.4K | +$107.6K | 49.5% |
| SYON CAPITAL LLC | 4,224 | +1,076 | $334.7K | +$104.9K | 34.2% |
| OLD NATIONAL BANCORP /IN/ | 3,843 | +1,097 | $304.5K | +$104.1K | 39.9% |
| Rockefeller Capital Management L.P. | 6,450 | +864 | $511.1K | +$103.3K | 15.5% |
| Wilmington Savings Fund Society, FSB | 12,363 | +273 | $979.6K | +$97.1K | 2.3% |
| AE Wealth Management LLC | 5,054 | +881 | $400.5K | +$95.8K | 21.1% |
| Equitable Holdings, Inc. | 3,827 | +978 | $303.3K | +$95.3K | 34.3% |
| JANUS HENDERSON GROUP PLC | 11,686 | +298 | $926.0K | +$94.6K | 2.6% |
| SKBA CAPITAL MANAGEMENT LLC | 9,745 | +455 | $772.2K | +$94.0K | 4.9% |
| SNS Financial Group, LLC | 5,256 | +812 | $416.5K | +$92.1K | 18.3% |
| NEUBERGER BERMAN GROUP LLC | 9,616 | +434 | $761.9K | +$91.7K | 4.7% |
| GAMMA Investing LLC | 4,766 | +819 | $377.7K | +$89.5K | 20.7% |
| BOKF, NA | 3,108 | +915 | $246.3K | +$86.2K | 41.7% |
| MACKENZIE FINANCIAL CORP | 8,168 | +364 | $653.5K | +$83.8K | 4.7% |
| Ritter Daniher Financial Advisory LLC / DE | 1,098 | +1,026 | $87.0K | +$81.8K | 1425.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | 5,336 | +630 | $422.8K | +$79.3K | 13.4% |
| CIBC WORLD MARKET INC. | 12,597 | +7 | $998.2K | +$79.1K | 0.1% |
| Canada Post Corp Registered Pension Plan | 3,027 | +780 | $239.9K | +$77.6K | 34.7% |
| Crossmark Global Holdings, Inc. | 6,095 | +500 | $483.0K | +$74.5K | 8.9% |
| Catalyst Funds Management Pty Ltd | 4,800 | +600 | $380.4K | +$73.8K | 14.3% |
| LAZARD ASSET MANAGEMENT LLC | 11,620 | +15 | $920.8K | +$73.6K | 0.1% |
| Ethic Inc. | 9,390 | +164 | $744.1K | +$70.6K | 1.8% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 4,396 | +512 | $348.3K | +$64.8K | 13.2% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 6,194 | +348 | $490.8K | +$64.1K | 6.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,842 | +521 | $304.4K | +$62.0K | 15.7% |
| HB Wealth Management, LLC | 4,145 | +463 | $328.4K | +$59.7K | 12.6% |
| Accredited Investors Inc. | 8,375 | +15 | $663.6K | +$53.4K | 0.2% |
| Global Retirement Partners, LLC | 1,285 | +609 | $101.8K | +$52.5K | 90.1% |
| Apollon Wealth Management, LLC | 3,865 | +355 | $306.3K | +$50.0K | 10.1% |
| Canvas Wealth Advisors, LLC | 7,365 | +150 | $583.6K | +$49.7K | 2.1% |
| Larson Financial Group LLC | 4,225 | +311 | $334.8K | +$49.1K | 7.9% |
| EVOKE WEALTH, LLC | 3,406 | +346 | $269.9K | +$46.5K | 11.3% |
| Mirador Capital Partners LP | 7,196 | +4 | $570.2K | +$45.2K | 0.1% |
| Wealthfront Advisers LLC | 4,027 | +246 | $319.1K | +$43.1K | 6.5% |
| BROWN BROTHERS HARRIMAN & CO | 3,973 | +228 | $314.8K | +$41.4K | 6.1% |
| Gladwyn Financial Advisors, Inc. | 686 | +500 | $54.4K | +$40.8K | 268.8% |
| CHICAGO TRUST Co NA | 5,210 | +22 | $412.8K | +$34.1K | 0.4% |
| HARBOUR INVESTMENTS, INC. | 1,586 | +315 | $125.7K | +$32.9K | 24.8% |
| Perigon Wealth Management, LLC | 3,409 | +159 | $270.1K | +$32.9K | 4.9% |
| B. Riley Wealth Advisors, Inc. | 4,310 | +50 | $341.5K | +$30.5K | 1.2% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4,711 | +14 | $373.3K | +$30.4K | 0.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4,399 | +38 | $348.4K | +$29.8K | 0.9% |
| HOWE & RUSLING INC | 3,387 | +93 | $268.4K | +$27.9K | 2.8% |
| Prestige Wealth Management Group LLC | 474 | +411 | $32.3K | +$27.7K | 652.4% |
| Koshinski Asset Management, Inc. | 4,044 | +28 | $320.4K | +$27.3K | 0.7% |
| QUADRANT CAPITAL GROUP LLC | 1,424 | +250 | $112.8K | +$27.1K | 21.3% |
| Keystone Financial Group | 3,732 | +49 | $295.7K | +$26.8K | 1.3% |
| Cullen/Frost Bankers, Inc. | 495 | +316 | $39.2K | +$26.2K | 176.5% |
| AlTi Global, Inc. | 3,568 | +12 | $282.7K | +$23.1K | 0.3% |
| STRS OHIO | 3,536 | +6 | $280.2K | +$22.5K | 0.2% |
| Purus Wealth Management, LLC | 3,393 | +10 | $268.9K | +$21.9K | 0.3% |
| Dakota Wealth Management | 3,217 | +11 | $254.9K | +$20.9K | 0.3% |
| MJT & Associates Financial Advisory Group, Inc. | 486 | +243 | $38.5K | +$20.8K | 100.0% |
| City State Bank | 384 | +240 | $30.4K | +$19.9K | 166.7% |
| Lido Advisors, LLC | 7,899 | +178 | $583.4K | +$19.7K | 2.3% |
| Horizon Investments, LLC | 2,202 | +69 | $174.5K | +$18.8K | 3.2% |
| JNBA Financial Advisors | 339 | +228 | $26.9K | +$18.8K | 205.4% |
| ACADIAN ASSET MANAGEMENT LLC | 225,746 | +221,457 | $17.9K | +$17.6K | 5163.4% |
| AMERIFLEX GROUP, INC. | 301 | +199 | $23.9K | +$16.4K | 195.1% |
| Smartleaf Asset Management LLC | 744 | +142 | $59.6K | +$16.2K | 23.6% |
| Deseret Mutual Benefit Administrators | 516 | +146 | $40.9K | +$13.9K | 39.5% |
| ASSETMARK, INC | 725 | +128 | $57.5K | +$13.9K | 21.4% |
| Hilltop National Bank | 310 | +129 | $24.6K | +$11.4K | 71.3% |
| CoreCap Advisors, LLC | 1,118 | +55 | $88.6K | +$11.0K | 5.2% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 139 | +119 | $11.0K | +$9.5K | 595.0% |
| Vermillion Wealth Management, Inc. | 192 | +96 | $15.2K | +$8.2K | 100.0% |
| Quent Capital, LLC | 697 | +52 | $55.2K | +$8.1K | 8.1% |
| Plante Moran Financial Advisors, LLC | 175 | +90 | $13.9K | +$7.7K | 105.9% |
| True Wealth Design, LLC | 87 | +84 | $6.9K | +$6.7K | 2800.0% |
| Golden State Wealth Management, LLC | 218 | +56 | $17.3K | +$5.4K | 34.6% |
| Activest Wealth Management | 66 | +64 | $5.2K | +$5.1K | 3200.0% |
| EverSource Wealth Advisors, LLC | 667 | +8 | $52.8K | +$4.7K | 1.2% |
| Spire Wealth Management | 180 | +49 | $14.3K | +$4.7K | 37.4% |
| SIGNATUREFD, LLC | 412 | +27 | $32.6K | +$4.5K | 7.0% |
| CYBER HORNET ETFs LLC | 403 | +27 | $31.9K | +$4.5K | 7.2% |
| GHP Investment Advisors, Inc. | 610 | +7 | $48.3K | +$4.3K | 1.2% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 595 | +5 | $47.1K | +$4.1K | 0.8% |
| SG Americas Securities, LLC | 93,681 | +44,970 | $7.4K | +$3.9K | 92.3% |
| ELEVATION WEALTH PARTNERS, LLC | 221 | +30 | $17.5K | +$3.6K | 15.7% |
| Transamerica Financial Advisors, LLC | 57 | +43 | $4.5K | +$3.5K | 307.1% |
| Citizens National Bank Trust Department | 117 | +36 | $9.3K | +$3.4K | 44.4% |
| NBC SECURITIES, INC. | 460 | +6 | $36.5K | +$3.3K | 1.3% |
| HRT FINANCIAL LP | 42,716 | +39,719 | $3.4K | +$3.2K | 1325.3% |
| Clearstead Trust, LLC | 246 | +18 | $19.5K | +$2.9K | 7.9% |
| HANTZ FINANCIAL SERVICES, INC. | 33,783 | +32,804 | $2.7K | +$2.6K | 3350.8% |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | +24 | $5.5K | +$2.2K | 52.2% |
| Beaird Harris Wealth Management, LLC | 45 | +25 | $3.6K | +$2.1K | 125.0% |
| QV Investors Inc. | 239,252 | +4,170 | $19.0K | +$1.8K | 1.8% |
| Bogart Wealth, LLC | 181 | +9 | $14.3K | +$1.8K | 5.2% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 122,469 | +13,625 | $9.7K | +$1.8K | 12.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 216,568 | +657 | $17.2K | +$1.4K | 0.3% |
| AlphaQuest LLC | 201 | +1 | $15.9K | +$1.3K | 0.5% |
| Disciplined Equity Management, Inc. | 35 | +14 | $2.8K | +$1.2K | 66.7% |
| JFS WEALTH ADVISORS, LLC | 53 | +10 | $4.2K | +$1.1K | 23.3% |
| MCF Advisors LLC | 43 | +9 | $3.4K | +$926 | 26.5% |
| Abound Wealth Management | 43 | +8 | $3.4K | +$853 | 22.9% |
| Trust Co | 38 | +8 | $3.0K | +$821 | 26.7% |
| Stone House Investment Management, LLC | 12 | +10 | $951 | +$805 | 500.0% |
| ORG Partners LLC | 69 | +4 | $5.5K | +$718 | 6.2% |
| Murphy & Mullick Capital Management Corp | 57 | +2 | $4.5K | +$707 | 3.6% |
| Aspect Partners, LLC | 15 | +8 | $1.2K | +$678 | 114.3% |
| CWM, LLC | 19,522 | +6,922 | $1.5K | +$627 | 54.9% |
| American Capital Advisory, LLC | 82 | +1 | $6.5K | +$585 | 1.2% |
| NATIXIS ADVISORS, LLC | 66,578 | +612 | $5.3K | +$460 | 0.9% |
| Dunhill Financial, LLC | 13 | +4 | $1.1K | +$420 | 44.4% |
| Mn Services Vermogensbeheer B.V. | 55,651 | +719 | $4.4K | +$400 | 1.3% |
| Thrivent Financial for Lutherans | 11,802 | +3,085 | $938 | +$302 | 35.4% |
| NBT BANK N A /NY | 100 | +6 | $3.6K | +$287 | 6.4% |
| BI Asset Management Fondsmaeglerselskab A/S | 13,717 | +1,990 | $1.1K | +$231 | 17.0% |
| Cambridge Investment Research Advisors, Inc. | 18,578 | +116 | $1.5K | +$124 | 0.6% |
| T. Rowe Price Investment Management, Inc. | 538 | +504 | $43 | +$40 | 1482.3% |
| CX Institutional | 2,601 | +219 | $206 | +$32 | 9.2% |
| Covestor Ltd | 1,491 | +246 | $118 | +$27 | 19.8% |
| BESSEMER GROUP INC | 1,717 | +121 | $136 | +$20 | 7.6% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 92 | +35 | $7 | +$3 | 61.4% |