13F QoQ Ownership Changes
SREA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 164 new · 419 added · 614 reduced · 102 exited
New Positions(164)
Added To(419)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 22,330,091 | +3,250,783 | $1.97B | +$254.8M | 17.0% |
| National Pension Service | 2,826,999 | +2,010,853 | $249.6M | +$176.2M | 246.4% |
| JPMORGAN CHASE & CO | 12,163,523 | +1,735,516 | $1.07B | +$135.6M | 16.6% |
| STATE STREET CORP | 36,810,449 | +1,824,280 | $3.27B | +$125.4M | 5.2% |
| Balyasny Asset Management L.P. | 793,397 | +760,254 | $70.0M | +$67.1M | 2293.8% |
| Amundi | 1,665,109 | +681,474 | $147.0M | +$56.1M | 69.3% |
| Nuveen, LLC | 3,695,758 | +611,946 | $326.3M | +$48.8M | 19.8% |
| CI INVESTMENTS INC. | 539,599 | +2,979 | $47.6M | +$47.6M | 0.6% |
| Zimmer Partners, LP | 1,409,300 | +553,500 | $124.4M | +$47.4M | 64.7% |
| REAVES W H & CO INC | 2,140,395 | +544,567 | $189.0M | +$45.4M | 34.1% |
| Energy Income Partners, LLC | 1,322,776 | +518,256 | $116.8M | +$44.4M | 64.4% |
| NATIONAL BANK OF CANADA /FI/ | 547,942 | +459,824 | $48.4M | +$40.4M | 521.8% |
| VANGUARD GROUP INC | 76,734,070 | +1,008,476 | $6.77B | -$38.9M | 1.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 414,677 | +387,001 | $36.6M | +$34.1M | 1398.3% |
| BARCLAYS PLC | 1,755,147 | +4,657 | $133.0M | -$24.5M | 0.3% |
| Ensign Peak Advisors, Inc | 702,614 | +241,021 | $62.0M | +$20.5M | 52.2% |
| SOROS FUND MANAGEMENT LLC | 396,519 | +206,382 | $35.0M | +$17.9M | 108.5% |
| PRUDENTIAL FINANCIAL INC | 583,676 | +195,935 | $51.5M | +$16.6M | 50.5% |
| IFM Investors Pty Ltd | 180,756 | +636 | $16.0K | -$15.9M | 0.3% |
| Alyeska Investment Group, L.P. | 300,668 | +166,916 | $26.5M | +$14.5M | 124.8% |
| AE Wealth Management LLC | 168,665 | +162,123 | $14.9M | +$14.3M | 2478.2% |
| Jefferies Financial Group Inc. | 379,460 | +155,944 | $33.5M | +$13.4M | 69.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 14,298,845 | +116,554 | $1.26B | -$13.3M | 0.8% |
| BANK OF NOVA SCOTIA | 290,386 | +148,483 | $25.6M | +$12.9M | 104.6% |
| Rockefeller Capital Management L.P. | 500,343 | +147,000 | $44.2M | +$12.4M | 41.6% |
| Man Group plc | 172,362 | +140,826 | $15.2M | +$12.4M | 446.6% |
| BROOKFIELD Corp /ON/ | 1,923,524 | +170,614 | $169.8M | +$12.1M | 9.7% |
| 1832 Asset Management L.P. | 574,183 | +143,200 | $50.7M | +$11.9M | 33.2% |
| Russell Investments Group, Ltd. | 1,936,038 | +140,715 | $171.0M | +$9.4M | 7.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,754,370 | +111,000 | $154.9M | +$7.0M | 6.8% |
| Federation des caisses Desjardins du Quebec | 205,645 | +79,686 | $18.2M | +$6.8M | 63.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,590,698 | +74,749 | $142.7M | +$6.3M | 4.9% |
| Sterling Capital Management LLC | 69,648 | +67,475 | $6.1M | +$6.0M | 3105.2% |
| Rakuten Investment Management, Inc. | 85,851 | +52,310 | $7.6M | +$5.7M | 155.9% |
| LMR Partners LLP | 86,656 | +64,351 | $7.7M | +$5.6M | 288.5% |
| CIBC Asset Management Inc | 166,465 | +63,226 | $14.7M | +$5.4M | 61.2% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 1,602,837 | +87,896 | $141.5M | +$5.2M | 5.8% |
| AMERICAN CENTURY COMPANIES INC | 203,454 | +61,332 | $18.0M | +$5.2M | 43.1% |
| MAI Capital Management | 65,705 | +57,040 | $5.8M | +$5.0M | 658.3% |
| Corient Private Wealth LLC | 519,398 | +72,515 | $45.2M | +$5.0M | 16.2% |
| PRUDENTIAL PLC | 64,346 | +53,625 | $5.7M | +$4.7M | 500.2% |
| Zurich Insurance Group Ltd/FI | 430,324 | +56,918 | $38.0M | +$4.4M | 15.2% |
| Sequoia Financial Advisors, LLC | 58,147 | +44,066 | $5.1M | +$3.9M | 312.9% |
| Quantinno Capital Management LP | 185,691 | +45,175 | $16.4M | +$3.8M | 32.1% |
| NBC SECURITIES, INC. | 78,126 | +41,655 | $6.9M | +$3.6M | 114.2% |
| ABN AMRO INVESTMENT SOLUTIONS | 42,941 | +38,550 | $3.8M | +$3.5M | 877.9% |
| MUFG Securities EMEA plc | 51,779 | +39,290 | $4.6M | +$3.4M | 314.6% |
| MILLER HOWARD INVESTMENTS INC /NY | 159,597 | +40,473 | $14.1M | +$3.4M | 34.0% |
| DANSKE BANK A/S | 547,467 | +43,906 | $48.3M | +$3.0M | 8.7% |
| AGF MANAGEMENT LTD | 73,707 | +33,266 | $6.5M | +$2.9M | 82.3% |
| Hilltop Holdings Inc. | 42,456 | +30,959 | $3.7M | +$2.7M | 269.3% |
| Hudson Bay Capital Management LP | 516,442 | +38,917 | $45.6M | +$2.6M | 8.1% |
| Partners Group Holding AG | 411,055 | +35,013 | $36.3M | +$2.5M | 9.3% |
| Sagefield Capital LP | 147,452 | +28,578 | $13.0M | +$2.3M | 24.0% |
| ALLSTATE CORP | 49,010 | +25,812 | $4.3M | +$2.2M | 111.3% |
| Woodline Partners LP | 111,355 | +25,123 | $9.8M | +$2.1M | 29.1% |
| DIMENSIONAL FUND ADVISORS LP | 2,044,275 | +15,640 | $180.5M | -$2.0M | 0.8% |
| AVIVA PLC | 1,085,486 | +42,269 | $95.8M | +$2.0M | 4.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 166,262 | +24,335 | $14.7M | +$1.9M | 17.1% |
| PANAGORA ASSET MANAGEMENT INC | 25,152 | +21,076 | $2.2M | +$1.9M | 517.1% |
| Banque Cantonale Vaudoise | 20,898 | +14,300 | $1.8M | +$1.8M | 216.7% |
| TD Waterhouse Canada Inc. | 513,153 | +24,314 | $45.3M | +$1.8M | 5.0% |
| AMF Tjanstepension AB | 522,266 | +29,200 | $46.1M | +$1.7M | 5.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,579,984 | +85,832 | $316.1M | +$1.7M | 2.5% |
| Focus Partners Wealth | 48,296 | +18,911 | $4.3M | +$1.6M | 64.3% |
| Vestmark Advisory Solutions, Inc. | 38,207 | +18,657 | $3.4M | +$1.6M | 95.4% |
| Investment Management Corp of Ontario | 55,198 | +18,551 | $4.9M | +$1.6M | 50.6% |
| PEAK FINANCIAL ADVISORS LLC | 26,552 | +17,400 | $2.3M | +$1.5M | 190.1% |
| M&T Bank Corp | 37,817 | +16,688 | $3.3M | +$1.4M | 79.0% |
| B. Metzler seel. Sohn & Co. AG | 99,085 | +17,140 | $8.8M | +$1.4M | 20.9% |
| Mirae Asset Global Investments Co., Ltd. | 102,652 | +17,318 | $9.1M | +$1.4M | 20.3% |
| XPONANCE, INC. | 117,265 | +17,316 | $10.4M | +$1.4M | 17.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 117,369 | +16,710 | $10.4M | +$1.3M | 16.6% |
| AQR CAPITAL MANAGEMENT LLC | 217,367 | +18,454 | $19.2M | +$1.3M | 9.3% |
| Empower Advisory Group, LLC | 1,184,185 | +7,968 | $104.6M | -$1.3M | 0.7% |
| Callan Family Office, LLC | 23,461 | +14,664 | $2.1M | +$1.3M | 166.7% |
| Aberdeen Group plc | 928,139 | +381 | $81.9M | -$1.3M | 0.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 773,897 | +400 | $68.3M | -$1.3M | 0.1% |
| TRUIST FINANCIAL CORP | 87,750 | +15,698 | $7.7M | +$1.3M | 21.8% |
| NEOS Investment Management LLC | 96,541 | +14,851 | $8.5M | +$1.2M | 18.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 842,656 | +2,235 | $74.4M | -$1.2M | 0.3% |
| ProShare Advisors LLC | 183,837 | +16,466 | $16.2M | +$1.2M | 9.8% |
| Dakota Wealth Management | 110,614 | +14,421 | $9.8M | +$1.1M | 15.0% |
| Elo Mutual Pension Insurance Co | 65,865 | +13,125 | $5.8M | +$1.1M | 24.9% |
| Creative Planning | 150,678 | +14,677 | $13.3M | +$1.1M | 10.8% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 19,346 | +11,432 | $1.7M | +$1.0M | 144.4% |
| California Public Employees Retirement System | 1,368,086 | +14,532 | $120.8M | -$1.0M | 1.1% |
| Brevan Howard Capital Management LP | 18,570 | +11,306 | $1.6M | +$985.9K | 155.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,073,660 | +65,595 | $359.7M | -$982.2K | 1.6% |
| DNB Asset Management AS | 254,830 | +15,303 | $22.5M | +$946.3K | 6.4% |
| Financial Alternatives, Inc | 16,201 | +10,739 | $1.4M | +$938.9K | 196.6% |
| Capital International, Inc./CA/ | 814,429 | +4,957 | $71.9M | -$930.4K | 0.6% |
| TCW GROUP INC | 83,462 | +11,449 | $7.4M | +$889.1K | 15.9% |
| NWF Advisory Services Inc. | 12,491 | +8,990 | $1.2M | +$888.5K | 256.8% |
| Pure Financial Advisors, LLC | 46,776 | +10,584 | $4.1M | +$873.3K | 29.2% |
| APG Asset Management N.V. | 384,842 | +18,442 | $28.9M | +$872.3K | 5.0% |
| ZWJ INVESTMENT COUNSEL INC | 321,145 | +15,676 | $28.4M | +$867.8K | 5.1% |
| MACKENZIE FINANCIAL CORP | 80,524 | +10,108 | $7.2M | +$823.7K | 14.3% |
| Foundations Investment Advisors, LLC | 147,905 | +11,818 | $13.1M | +$813.4K | 8.7% |
| Orion Porfolio Solutions, LLC | 46,674 | +9,577 | $4.1M | +$782.9K | 25.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 110,400 | +9,806 | $9.7M | +$695.8K | 9.7% |
| LEE DANNER & BASS INC | 73,377 | +8,900 | $6.5M | +$676.8K | 13.8% |
| Allianz Asset Management GmbH | 82,849 | +8,872 | $7.3M | +$658.3K | 12.0% |
| Candriam S.C.A. | 84,125 | +8,818 | $7.4M | +$651.6K | 11.7% |
| MIZUHO SECURITIES USA LLC | 47,524 | +2 | $4.5M | +$578.0K | 0.0% |
| Farther Finance Advisors, LLC | 14,680 | +6,219 | $1.3M | +$534.8K | 73.5% |
| Waverly Advisors, LLC | 9,444 | +5,843 | $833.8K | +$509.8K | 162.3% |
| Empowered Funds, LLC | 38,992 | +6,096 | $3.4M | +$503.8K | 18.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 339,671 | +10,932 | $30.1M | +$501.9K | 3.3% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 29,351 | +1,724 | $2.6M | +$498.1K | 6.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 319,593 | +601 | $28.2M | -$486.0K | 0.2% |
| Aptus Capital Advisors, LLC | 71,639 | +6,562 | $6.3M | +$469.4K | 10.1% |
| Erste Asset Management GmbH | 53,886 | +5,452 | $4.8M | +$447.4K | 11.3% |
| VANCE WEALTH, LLC | 10,100 | +5,058 | $898.2K | +$444.6K | 100.3% |
| Prestige Wealth Management Group LLC | 6,192 | +5,160 | $503.3K | +$410.4K | 500.0% |
| Vanguard Personalized Indexing Management, LLC | 70,924 | +5,795 | $6.3M | +$400.5K | 8.9% |
| NewEdge Advisors, LLC | 26,336 | +4,912 | $2.3M | +$397.5K | 22.9% |
| Quotient Wealth Partners, LLC | 8,704 | +4,278 | $768.5K | +$370.2K | 96.7% |
| Concurrent Investment Advisors, LLC | 25,985 | +4,532 | $2.3M | +$363.9K | 21.1% |
| CARY STREET PARTNERS FINANCIAL LLC | 5,298 | +4,131 | $467.8K | +$362.8K | 354.0% |
| AlphaCore Capital LLC | 4,993 | +3,900 | $440.9K | +$342.5K | 356.8% |
| Cornerstone Planning Group LLC | 3,987 | +3,541 | $346.0K | +$331.5K | 793.9% |
| INSPIRE TRUST CO, N.A. | 72,000 | +5,000 | $6.4M | +$328.2K | 7.5% |
| Metis Global Partners, LLC | 77,552 | +5,034 | $6.8M | +$321.9K | 6.9% |
| GUGGENHEIM CAPITAL LLC | 89,734 | +5,246 | $7.9M | +$320.4K | 6.2% |
| Asset Management One Co., Ltd. | 301,916 | +107 | $26.8M | -$316.3K | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 12,563 | +3,694 | $1.1M | +$311.2K | 41.6% |
| ASSETMARK, INC | 420,310 | +4,594 | $37.1M | -$296.9K | 1.1% |
| QRG CAPITAL MANAGEMENT, INC. | 12,993 | +3,485 | $1.1M | +$291.6K | 36.6% |
| Czech National Bank | 172,102 | +6,387 | $15.2M | +$283.9K | 3.9% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 275,119 | +2,100 | $24.3M | -$276.0K | 0.8% |
| Advisors Asset Management, Inc. | 21,805 | +3,351 | $1.9M | +$264.7K | 18.1% |
| Cerity Partners LLC | 135,498 | +5,469 | $12.0M | +$263.1K | 4.2% |
| Wealthspire Advisors, LLC | 6,402 | +2,935 | $565.3K | +$253.3K | 84.7% |
| Lansforsakringar Fondforvaltning AB (publ) | 204,607 | +1,205 | $18.1M | -$237.4K | 0.6% |
| NewEdge Wealth, LLC | 32,332 | +3,938 | $2.9M | +$231.2K | 13.9% |
| Global Retirement Partners, LLC | 5,872 | +2,655 | $518.4K | +$229.0K | 82.5% |
| Crossmark Global Holdings, Inc. | 40,961 | +3,304 | $3.6M | +$228.1K | 8.8% |
| JONES FINANCIAL COMPANIES LLLP | 13,135 | +2,475 | $1.2M | +$214.7K | 23.2% |
| Ameritas Advisory Services, LLC | 6,042 | +2,473 | $533.4K | +$212.3K | 69.3% |
| Norinchukin Bank, The | 42,965 | +3,091 | $3.8M | +$205.5K | 7.8% |
| ALPS ADVISORS INC | 12,801 | +2,329 | $1.1M | +$187.9K | 22.2% |
| Arkadios Wealth Advisors | 15,736 | +2,357 | $1.4M | +$185.5K | 17.6% |
| JANUS HENDERSON GROUP PLC | 78,888 | +3,532 | $7.0M | +$183.9K | 4.7% |
| Beacon Pointe Advisors, LLC | 13,576 | +2,261 | $1.2M | +$180.5K | 20.0% |
| Merit Financial Group, LLC | 14,325 | +2,250 | $1.3M | +$178.2K | 18.6% |
| Carnegie Investment Counsel | 144,983 | +801 | $12.8M | -$172.9K | 0.6% |
| Meeder Advisory Services, Inc. | 15,202 | +2,204 | $1.3M | +$172.6K | 16.9% |
| Wealthfront Advisers LLC | 37,422 | +2,585 | $3.3M | +$169.4K | 7.4% |
| J. Safra Sarasin Holding AG | 23,660 | +2,323 | $2.1M | +$169.0K | 10.9% |
| Rafferty Asset Management, LLC | 71,875 | +3,185 | $6.3M | +$165.1K | 4.6% |
| RNC CAPITAL MANAGEMENT LLC | 606,175 | +9,563 | $53.5M | -$163.9K | 1.6% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,457 | +1,782 | $216.9K | +$156.2K | 264.0% |
| STOCK YARDS BANK & TRUST CO | 289,447 | +3,775 | $25.6M | -$149.5K | 1.3% |
| Tidal Investments LLC | 12,649 | +1,753 | $1.1M | +$143.4K | 16.1% |
| COOKSON PEIRCE & CO INC | 13,646 | +1,815 | $1.2M | +$140.3K | 15.3% |
| Gotham Asset Management, LLC | 22,950 | +1,989 | $2.0M | +$140.2K | 9.5% |
| Maryland State Retirement & Pension System | 647,749 | +10,625 | $57.2M | -$138.7K | 1.7% |
| BCWM, LLC | 147,476 | +1,322 | $13.0M | -$130.3K | 0.9% |
| Bleakley Financial Group, LLC | 12,787 | +1,620 | $1.1M | +$124.1K | 14.5% |
| GAMMA Investing LLC | 13,485 | +1,627 | $1.2M | +$123.6K | 13.7% |
| MML INVESTORS SERVICES, LLC | 46,219 | +2,190 | $4.1M | +$119.0K | 5.0% |
| Meridian Wealth Management, LLC | 7,244 | +1,450 | $639.6K | +$118.3K | 25.0% |
| CITIZENS FINANCIAL GROUP INC/RI | 34,970 | +1,969 | $3.1M | +$118.0K | 6.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 74,720 | +100 | $6.6M | -$117.3K | 0.1% |
| BROWN BROTHERS HARRIMAN & CO | 6,324 | +1,417 | $558.3K | +$116.8K | 28.9% |
| Lido Advisors, LLC | 20,527 | +1,353 | $1.8M | +$116.6K | 7.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 235,925 | +5,699 | $20.8M | +$114.1K | 2.5% |
| Assenagon Asset Management S.A. | 22,208 | +1,678 | $2.0M | +$113.5K | 8.2% |
| Williams Jones Wealth Management, LLC. | 5,814 | +1,286 | $513.3K | +$105.9K | 28.4% |
| Stonebridge Capital Advisors LLC | 113,417 | +986 | $10.0M | -$102.9K | 0.9% |
| Summit Financial, LLC | 4,353 | +1,097 | $387.0K | +$94.0K | 33.7% |
| Community Bank, N.A. | 28,246 | +1,500 | $2.5M | +$87.2K | 5.6% |
| CCG WEALTH MANAGEMENT, LLC | 47,954 | +19 | $4.2M | -$79.3K | 0.0% |
| Nippon Life Global Investors Americas, Inc. | 6,920 | +970 | $614.4K | +$79.0K | 16.3% |
| Steward Partners Investment Advisory, LLC | 13,443 | +1,121 | $1.2M | +$78.1K | 9.1% |
| Kingsview Wealth Management, LLC | 47,053 | +38 | $4.2M | -$76.1K | 0.1% |
| Smartleaf Asset Management LLC | 8,780 | +895 | $782.3K | +$74.9K | 11.3% |
| Vise Technologies, Inc. | 7,952 | +934 | $702.0K | +$70.5K | 13.3% |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 23,842 | +1,224 | $2.1M | +$69.8K | 5.4% |
| EVENTIDE ASSET MANAGEMENT, LLC | 9,067 | +788 | $807.7K | +$65.1K | 9.5% |
| Buck Wealth Strategies, LLC | 69,164 | +2,019 | $6.1M | +$64.8K | 3.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 82,547 | +832 | $7.3M | -$64.6K | 1.0% |
| FINANCIAL ADVISORY PARTNERS, LLC | 48,783 | +203 | $4.3M | -$64.2K | 0.4% |
| Parcion Private Wealth LLC | 48,300 | +198 | $4.3M | -$63.8K | 0.4% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 18,550 | +1,050 | $1.6M | +$63.1K | 6.0% |
| REGATTA CAPITAL GROUP, LLC | 3,986 | +756 | $351.9K | +$61.3K | 23.4% |
| Aprio Wealth Management, LLC | 3,187 | +629 | $290.5K | +$60.4K | 24.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 2,333 | +674 | $206.0K | +$56.7K | 40.6% |
| Brookstone Capital Management | 3,674 | +683 | $324.4K | +$55.2K | 22.8% |
| IFG Advisory, LLC | 4,536 | +696 | $400.5K | +$55.0K | 18.1% |
| Krilogy Financial LLC | 10,145 | +37 | $879.6K | -$54.4K | 0.4% |
| Apollon Wealth Management, LLC | 11,478 | +817 | $1.0M | +$54.1K | 7.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 20,080 | +972 | $1.8M | +$53.5K | 5.1% |
| BROADWATER CAPITAL MANAGEMENT LLC | 35,108 | +30,308 | $410.2K | +$53.4K | 631.4% |
| DAYMARK WEALTH PARTNERS, LLC | 3,522 | +648 | $311.0K | +$52.4K | 22.5% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 19,126 | +930 | $1.7M | +$51.4K | 5.1% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 22,633 | +990 | $2.0M | +$50.8K | 4.6% |
| LAZARD ASSET MANAGEMENT LLC | 26,260 | +1,054 | $2.3M | +$50.5K | 4.2% |
| HUNTINGTON NATIONAL BANK | 56,711 | +554 | $5.0M | -$46.0K | 1.0% |
| Vident Advisory, LLC | 24,055 | +954 | $2.1M | +$45.3K | 4.1% |
| Essex Financial Services, Inc. | 3,092 | +558 | $273.0K | +$45.0K | 22.0% |
| Impact Partnership Wealth, LLC | 2,912 | +549 | $257.1K | +$44.5K | 23.2% |
| Equitable Holdings, Inc. | 4,252 | +563 | $375.4K | +$43.5K | 15.3% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3,072 | +540 | $271.3K | +$43.4K | 21.3% |
| RITHOLTZ WEALTH MANAGEMENT | 3,647 | +528 | $322.0K | +$41.3K | 16.9% |
| LAZARI CAPITAL MANAGEMENT, INC. | 24,300 | +2 | $2.1M | -$40.9K | 0.0% |
| Premier Path Wealth Partners, LLC | 2,986 | +495 | $263.7K | +$39.5K | 19.9% |
| NISA INVESTMENT ADVISORS, LLC | 124,891 | +1,071 | $11.1M | -$38.6K | 0.9% |
| HB Wealth Management, LLC | 17,515 | +745 | $1.5M | +$37.4K | 4.4% |
| Altshuler Shaham Ltd | 7,397 | +542 | $653.1K | +$36.3K | 7.9% |
| Plancorp, LLC | 4,666 | +481 | $412.0K | +$35.4K | 11.5% |
| Icon Wealth Advisors, LLC | 24,642 | +83 | $2.2M | -$34.2K | 0.3% |
| MONTAG A & ASSOCIATES INC | 2,375 | +375 | $211.2K | +$31.3K | 18.8% |
| CATALYST FINANCIAL PARTNERS LLC | 3,022 | +402 | $266.8K | +$31.1K | 15.3% |
| TRUST CO OF VERMONT | 976 | +360 | $86.2K | +$30.7K | 58.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 20,853 | +57 | $1.8M | -$30.1K | 0.3% |
| Cornerstone Wealth Management, LLC | 5,434 | +434 | $479.8K | +$29.9K | 8.7% |
| CoreCap Advisors, LLC | 622 | +341 | $54.9K | +$29.6K | 121.3% |
| RWA WEALTH PARTNERS, LLC | 3,361 | +391 | $296.7K | +$29.5K | 13.2% |
| Crestwood Advisors Group, LLC | 8,106 | +478 | $715.7K | +$29.3K | 6.3% |
| SIGNATUREFD, LLC | 8,415 | +483 | $743.0K | +$29.3K | 6.1% |
| SeaCrest Wealth Management, LLC | 4,388 | +16 | $379.0K | -$29.2K | 0.4% |
| Dorsey & Whitney Trust CO LLC | 3,700 | +384 | $326.7K | +$28.3K | 11.6% |
| Brookmont Capital Management | 16,528 | +3 | $1.5M | -$27.7K | 0.0% |
| Sompo Asset Management Co., Ltd. | 8,250 | +460 | $728.4K | +$27.4K | 5.9% |
| Stablepoint Partners, LLC | 20,520 | +86 | $1.8M | -$26.9K | 0.4% |
| SevenBridge Financial Group, LLC | 65,569 | +4,376 | $5.7M | +$26.3K | 7.2% |
| EXCHANGE TRADED CONCEPTS, LLC | 3,024 | +337 | $267.0K | +$25.2K | 12.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 449,242 | +288,068 | $39.7K | +$25.2K | 178.7% |
| BESSEMER GROUP INC | 2,218,318 | +319,643 | $195.9K | +$25.0K | 16.8% |
| Asset Planning,Inc | 19,998 | +102 | $1.8M | -$24.6K | 0.5% |
| Perigon Wealth Management, LLC | 23,372 | +169 | $2.1M | -$24.3K | 0.7% |
| Busey Bank | 4,685 | +354 | $413.6K | +$23.9K | 8.2% |
| Baird Financial Group, Inc. | 14,476 | +30 | $1.3M | -$21.8K | 0.2% |
| KERR FINANCIAL PLANNING Corp | 4,351 | +13 | $378.1K | -$21.6K | 0.3% |
| FIFTH THIRD BANCORP | 40,068 | +522 | $3.5M | -$20.7K | 1.3% |
| UMB Bank, n.a. | 14,328 | +45 | $1.3M | -$20.2K | 0.3% |
| Atlantic Union Bankshares Corp | 17,491 | +107 | $1.5M | -$19.9K | 0.6% |
| BAILARD, INC. | 2,505 | +268 | $221.2K | +$19.9K | 12.0% |
| Atria Investments, Inc | 35,438 | +884 | $3.1M | +$19.7K | 2.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5,586 | +321 | $493.2K | +$19.4K | 6.1% |
| Compound Planning, Inc. | 8,339 | +364 | $736.2K | +$18.7K | 4.6% |
| SPIREPOINT PRIVATE CLIENT, LLC | 18,240 | +136 | $1.6M | -$18.6K | 0.8% |
| Blueshift Asset Management, LLC | 7,991 | +353 | $705.5K | +$18.3K | 4.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 38,161 | +406 | $3.4M | +$16.8K | 1.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 92,784 | +1,927 | $8.2M | +$16.6K | 2.1% |
| United Community Bank | 789 | +198 | $69.7K | +$16.5K | 33.5% |
| Chicago Partners Investment Group LLC | 6,438 | +282 | $553.3K | -$16.5K | 4.6% |
| FIRST AMERICAN TRUST, FSB | 2,651 | +230 | $234.0K | +$16.2K | 9.5% |
| HBK Sorce Advisory LLC | 3,659 | +23 | $319.6K | -$15.9K | 0.6% |
| Salomon & Ludwin, LLC | 406 | +191 | $35.5K | +$15.9K | 88.8% |
| Kestra Advisory Services, LLC | 12,582 | +402 | $1.1M | +$15.0K | 3.3% |
| SG Americas Securities, LLC | 212,039 | +167,625 | $18.7K | +$14.7K | 377.4% |
| SYON CAPITAL LLC | 5,428 | +262 | $479.3K | +$14.4K | 5.1% |
| Ellevest, Inc. | 7,813 | +304 | $689.8K | +$14.2K | 4.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 355 | +161 | $31.6K | +$14.1K | 83.0% |
| North Star Investment Management Corp. | 1,440 | +183 | $127.1K | +$14.0K | 14.6% |
| Claro Advisors LLC | 8,532 | +8 | $753.3K | -$13.8K | 0.1% |
| L2 Asset Management, LLC | 3,623 | +221 | $319.9K | +$13.8K | 6.5% |
| Dash Acquisitions Inc. | 2,710 | +16 | $234.8K | -$13.6K | 0.6% |
| Retirement Planning Group, LLC | 2,472 | +197 | $218.3K | +$13.5K | 8.7% |
| Key Financial Inc | 361 | +153 | $31.9K | +$13.3K | 73.5% |
| SUMITOMO LIFE INSURANCE CO | 10,052 | +43 | $887.5K | -$13.1K | 0.4% |
| Soltis Investment Advisors LLC | 3,092 | +201 | $273.0K | +$12.8K | 7.0% |
| Cypress Wealth Services, LLC | 3,428 | +198 | $302.7K | +$12.1K | 6.1% |
| Quent Capital, LLC | 1,330 | +158 | $117.4K | +$12.0K | 13.5% |
| AA Financial Advisors, LLC | 4,801 | +215 | $423.9K | +$11.2K | 4.7% |
| Savvy Advisors, Inc. | 6,864 | +253 | $606.0K | +$11.2K | 3.8% |
| Versant Capital Management, Inc | 918 | +139 | $81.0K | +$11.0K | 17.8% |
| Inspire Advisors, LLC | 2,541 | +167 | $224.3K | +$10.7K | 7.0% |
| Venturi Wealth Management, LLC | 7,602 | +261 | $671.2K | +$10.6K | 3.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,347 | +192 | $1.4M | -$10.4K | 1.2% |
| Vontobel Holding Ltd. | 11,084 | +322 | $978.6K | +$10.2K | 3.0% |
| Safeguard Investment Advisory Group, LLC | 6,858 | +18 | $605.6K | -$9.9K | 0.3% |
| Frazier Financial Advisors, LLC | 387 | +113 | $34.2K | +$9.5K | 41.2% |
| INTACT INVESTMENT MANAGEMENT INC. | 69,000 | +1,400 | $6.1M | +$9.4K | 2.1% |
| WEST PACES ADVISORS INC. | 7,532 | +38 | $665.0K | -$9.3K | 0.5% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3,920 | +177 | $346.1K | +$9.3K | 4.7% |
| Independent Advisor Alliance | 8,953 | +271 | $790.5K | +$9.3K | 3.1% |
| Syntegra Private Wealth Group, LLC | 5,617 | +6 | $495.9K | -$9.0K | 0.1% |
| Valeo Financial Advisors, LLC | 5,558 | +203 | $490.7K | +$8.9K | 3.8% |
| SAGESPRING WEALTH PARTNERS, LLC | 7,001 | +229 | $618.1K | +$8.7K | 3.4% |
| FIRST FOUNDATION ADVISORS | 4,943 | +1 | $436.4K | -$8.3K | 0.0% |
| GREAT VALLEY ADVISOR GROUP, INC. | 5,159 | +3 | $455.5K | -$8.2K | 0.1% |
| CAPTRUST FINANCIAL ADVISORS | 75,917 | +1,515 | $6.7M | +$8.0K | 2.0% |
| Rossby Financial, LCC | 1,189 | +100 | $105.0K | +$7.8K | 9.2% |
| Fiduciary Trust Co | 10,979 | +123 | $969.3K | -$7.5K | 1.1% |
| Robeco Institutional Asset Management B.V. | 30,316 | +650 | $2.7M | +$7.3K | 2.2% |
| Apella Capital, LLC | 2,636 | +3 | $232.7K | -$7.2K | 0.1% |
| D.B. Root & Company, LLC | 4,634 | +8 | $409.1K | -$7.1K | 0.2% |
| CYBER HORNET ETFs LLC | 1,818 | +110 | $160.5K | +$6.9K | 6.4% |
| Frank, Rimerman Advisors LLC | 4,984 | +19 | $440.0K | -$6.7K | 0.4% |
| Rossmore Private Capital | 3,368 | +110 | $299.5K | +$6.4K | 3.4% |
| ELEVATION WEALTH PARTNERS, LLC | 89 | +72 | $7.9K | +$6.3K | 423.5% |
| Lakeshore Financial Planning, Inc. | 3,945 | +5 | $348.3K | -$6.2K | 0.1% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 4,721 | +20 | $416.8K | -$6.2K | 0.4% |
| Ilmarinen Mutual Pension Insurance Co | 104,500 | +70,500 | $9.2K | +$6.2K | 207.3% |
| TD PRIVATE CLIENT WEALTH LLC | 2,159 | +107 | $190.6K | +$6.0K | 5.2% |
| Sepio Capital, LP | 6,155 | +181 | $543.4K | +$5.9K | 3.0% |
| First Command Advisory Services, Inc. | 474 | +74 | $41.8K | +$5.9K | 18.5% |
| Dynamic Advisor Solutions LLC | 17,760 | +399 | $1.6M | +$5.9K | 2.3% |
| Advisory Alpha, LLC | 7,534 | +18 | $665.2K | -$5.9K | 0.2% |
| IAMS WEALTH MANAGEMENT, LLC | 10,534 | +258 | $930.2K | +$5.4K | 2.5% |
| Clearstead Advisors, LLC | 8,229 | +214 | $726.5K | +$5.3K | 2.7% |
| CHILDRESS CAPITAL ADVISORS, LLC | 4,235 | +21 | $373.9K | -$5.3K | 0.5% |
| JFS WEALTH ADVISORS, LLC | 237 | +63 | $21.0K | +$5.3K | 36.2% |
| Allegheny Financial Group | 3,207 | +3 | $283.2K | -$5.1K | 0.1% |
| Howard Capital Management Inc. | 4,134 | +22 | $365.0K | -$5.0K | 0.5% |
| IMG Wealth Management, Inc. | 128 | +58 | $11.3K | +$5.0K | 82.8% |
| ROTHSCHILD INVESTMENT LLC | 3,666 | +124 | $323.7K | +$5.0K | 3.5% |
| Ellenbecker Investment Group | 3,180 | +5 | $280.8K | -$4.9K | 0.1% |
| BECK MACK & OLIVER LLC | 4,551 | +31 | $401.8K | -$4.8K | 0.7% |
| D. E. Shaw & Co., Inc. | 45,439 | +907 | $4.0M | +$4.8K | 2.0% |
| HFM Investment Advisors, LLC | 63 | +54 | $5.6K | +$4.8K | 600.0% |
| Legacy Wealth Managment, LLC/ID | 101 | +54 | $8.9K | +$4.7K | 114.9% |
| Bogart Wealth, LLC | 333 | +58 | $29.4K | +$4.7K | 21.1% |
| NORTH STAR ASSET MANAGEMENT INC | 2,803 | +3 | $247.4K | -$4.5K | 0.1% |
| Pachira Investments Inc. | 2,694 | +1 | $237.8K | -$4.5K | 0.0% |
| ACADIAN ASSET MANAGEMENT LLC | 49,109 | +49,087 | $4.3K | +$4.3K | 223122.7% |
| Associated Banc-Corp | 4,639 | +39 | $409.6K | -$4.3K | 0.8% |
| Pacific Sage Partners, LLC | 2,873 | +7 | $253.7K | -$4.2K | 0.2% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 9,045 | +124 | $798.6K | -$4.1K | 1.4% |
| Checchi Capital Advisers, LLC | 5,467 | +57 | $482.7K | -$4.1K | 1.1% |
| DEFINE FINANCIAL, LLC | 3,858 | +27 | $340.7K | -$4.1K | 0.7% |
| World Investment Advisors | 6,734 | +3,016 | $330.5K | -$4.1K | 81.1% |
| Occidental Asset Management, LLC | 4,157 | +33 | $367.0K | -$4.0K | 0.8% |
| Diversified Trust Co | 5,287 | +56 | $466.8K | -$3.9K | 1.1% |
| Carrera Capital Advisors | 2,657 | +73 | $236.3K | +$3.8K | 2.8% |
| Advisory Services Network, LLC | 26,337 | +537 | $2.3M | +$3.8K | 2.1% |
| Turtle Creek Wealth Advisors, LLC | 2,946 | +14 | $260.1K | -$3.7K | 0.5% |
| Delta Investment Management, LLC | 3,090 | +19 | $272.8K | -$3.6K | 0.6% |
| SimpliFi, Inc. | 3,265 | +22 | $288.3K | -$3.5K | 0.7% |
| Bridgewealth Advisory Group, LLC | 2,801 | +14 | $247.3K | -$3.5K | 0.5% |
| Vivaldi Capital Management LP | 3,723 | +32 | $328.7K | -$3.4K | 0.9% |
| LIBERTY WEALTH MANAGEMENT LLC | 2,543 | +12 | $224.5K | -$3.2K | 0.5% |
| Parkside Financial Bank & Trust | 1,601 | +65 | $141.4K | +$3.1K | 4.2% |
| Avidian Wealth Enterprises, LLC | 2,301 | +9 | $203.2K | -$3.1K | 0.4% |
| BridgePort Financial Solutions, LLC | 2,737 | +18 | $241.7K | -$3.0K | 0.7% |
| 626 Financial, LLC | 2,812 | +20 | $248.3K | -$3.0K | 0.7% |
| Private Advisor Group, LLC | 10,370 | +228 | $915.5K | +$3.0K | 2.2% |
| Kera Capital Partners, Inc. | 2,861 | +62 | $248.9K | -$2.9K | 2.2% |
| Greenline Partners, LLC | 6,284 | +150 | $554.8K | +$2.9K | 2.4% |
| Byrne Asset Management LLC | 7,020 | +100 | $619.8K | -$2.9K | 1.4% |
| AdvisorNet Financial, Inc | 1,823 | +66 | $160.9K | +$2.9K | 3.8% |
| Independence Bank of Kentucky | 2,900 | +24 | $256.0K | -$2.7K | 0.8% |
| MONECO Advisors, LLC | 2,425 | +16 | $214.1K | -$2.6K | 0.7% |
| KCM INVESTMENT ADVISORS LLC | 6,080 | +85 | $536.8K | -$2.6K | 1.4% |
| Souders Financial Advisors | 3,322 | +33 | $293.3K | -$2.6K | 1.0% |
| Bangor Savings Bank | 332 | +34 | $29.3K | +$2.5K | 11.4% |
| HighMark Wealth Management LLC | 76 | +29 | $6.7K | +$2.5K | 61.7% |
| Beaumont Financial Advisors, LLC | 3,058 | +31 | $270.0K | -$2.4K | 1.0% |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,510 | +31 | $400.6K | -$2.4K | 0.7% |
| Addison Advisors LLC | 109 | +28 | $9.6K | +$2.3K | 34.6% |
| Avantra Family Wealth, Inc. | 4,325 | +107 | $381.9K | +$2.3K | 2.5% |
| NATIXIS ADVISORS, LLC | 530,945 | +35,441 | $46.9K | +$2.3K | 7.2% |
| CVA Family Office, LLC | 1,597 | +5 | $141.0K | -$2.2K | 0.3% |
| CANADA LIFE ASSURANCE Co | 995,015 | +37,918 | $87.9K | +$2.0K | 4.0% |
| SJS Investment Consulting Inc. | 42 | +23 | $3.7K | +$2.0K | 121.0% |
| JNBA Financial Advisors | 102 | +24 | $9.0K | +$2.0K | 30.8% |
| Fiduciary Alliance LLC | 2,713 | +29 | $239.5K | -$2.0K | 1.1% |
| FEDERATED HERMES, INC. | 1,370 | +47 | $121.0K | +$1.9K | 3.5% |
| Presima Securities ULC | 5,856 | +89 | $517.0K | -$1.9K | 1.5% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2,464 | +26 | $217.6K | -$1.8K | 1.1% |
| WINNOW WEALTH LLC | 58 | +20 | $5.2K | +$1.7K | 52.6% |
| Perennial Investment Advisors, LLC | 5,628 | +85 | $497.0K | -$1.7K | 1.5% |
| PDS Planning, Inc | 4,096 | +58 | $361.6K | -$1.7K | 1.4% |
| IEQ CAPITAL, LLC | 3,667 | +51 | $323.7K | -$1.7K | 1.4% |
| Rosenberg Matthew Hamilton | 5,191 | +116 | $458.3K | +$1.7K | 2.3% |
| Bay Harbor Wealth Management, LLC | 53 | +19 | $4.7K | +$1.6K | 55.9% |
| 44 WEALTH MANAGEMENT LLC | 2,887 | +36 | $254.9K | -$1.6K | 1.3% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2,543 | +30 | $224.5K | -$1.6K | 1.2% |
| Nemes Rush Group LLC | 2,021 | +21 | $178.4K | -$1.5K | 1.1% |
| RICHARDSON FINANCIAL SERVICES INC. | 2,435 | +62 | $215.0K | +$1.5K | 2.6% |
| Pallas Capital Advisors LLC | 4,776 | +106 | $421.7K | +$1.5K | 2.3% |
| American Capital Advisory, LLC | 1,127 | +5 | $99.5K | -$1.5K | 0.4% |
| Bare Financial Services, Inc | 30 | +15 | $2.6K | +$1.3K | 100.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 733 | +28 | $64.7K | +$1.3K | 4.0% |
| McIlrath & Eck, LLC | 1,129 | +7 | $99.7K | -$1.3K | 0.6% |
| SouthState Corp | 87 | +15 | $7.7K | +$1.2K | 20.8% |
| Gleason Group, Inc. | 1,110 | +8 | $98.0K | -$1.2K | 0.7% |
| Van Hulzen Asset Management, LLC | 10,210 | +204 | $901.4K | +$1.0K | 2.0% |
| Premier Fund Managers Ltd | 27,000 | +11,000 | $2.4K | +$970 | 68.8% |
| VAN ECK ASSOCIATES CORP | 249,300 | +14,927 | $22.0K | +$922 | 6.4% |
| Archer Investment Corp | 779 | +4 | $68.8K | -$888 | 0.5% |
| Aspect Partners, LLC | 77 | +9 | $6.8K | +$680 | 13.2% |
| Johnson Financial Group, Inc. | 40 | +8 | $3.5K | +$663 | 25.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 33,198 | +617 | $2.9M | -$604 | 1.9% |
| Dunhill Financial, LLC | 60 | +8 | $5.3K | +$591 | 15.4% |
| SMITH, MOORE & CO. | 7,385 | +145 | $652.0K | +$567 | 2.0% |
| Gen-Wealth Partners Inc | 287 | +11 | $25.3K | +$505 | 4.0% |
| PUREfi Wealth, LLC | 4,496 | +90 | $397.0K | +$500 | 2.0% |
| Freestone Capital Holdings, LLC | 3,479 | +60 | $307.2K | -$481 | 1.8% |
| NVWM, LLC | 25 | +5 | $2.2K | +$407 | 25.0% |
| HIGHLINE WEALTH PARTNERS LLC | 167 | +1 | $14.7K | -$252 | 0.6% |
| Cambridge Investment Research Advisors, Inc. | 44,038 | +3,503 | $3.9K | +$241 | 8.6% |
| Quaker Wealth Management, LLC | 195 | +1 | $17.2K | -$240 | 0.5% |
| Truvestments Capital LLC | 36 | +3 | $3.2K | +$230 | 9.1% |
| BI Asset Management Fondsmaeglerselskab A/S | 29,485 | +3,022 | $2.6K | +$222 | 11.4% |
| Mn Services Vermogensbeheer B.V. | 253,110 | +6,610 | $22.3K | +$167 | 2.7% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 51 | +2 | $4.6K | +$163 | 4.1% |
| Rialto Wealth Management, LLC | 25 | +2 | $2.2K | +$138 | 8.7% |
| Dogwood Wealth Management LLC | 461 | +7 | $40.7K | -$106 | 1.5% |
| Rakuten Securities, Inc. | 4 | +1 | $353 | +$83 | 33.3% |
| PEAPACK GLADSTONE FINANCIAL CORP | 13,784 | +1,039 | $1.2K | +$70 | 8.2% |
| Global Wealth Strategies & Associates | 52 | +1 | $4.6K | -$55 | 2.0% |
| Gulf International Bank (UK) Ltd | 35,009 | +123 | $3.1K | -$48 | 0.3% |
| Daiwa Securities Group Inc. | 115,965 | +1,800 | $10.2K | -$35 | 1.6% |
| WEDBUSH SECURITIES INC | 11,747 | +27 | $1.0K | -$18 | 0.2% |
| CX Institutional | 3,605 | +273 | $318 | +$18 | 8.2% |
| TD Capital Management LLC | 16 | +1 | $1.4K | -$17 | 6.7% |
| Clal Insurance Enterprises Holdings Ltd | 347 | +127 | $31 | +$11 | 57.7% |
| TSFG, LLC | 4,664 | +138 | $412 | +$5 | 3.0% |
| Capital Advisors, Ltd. LLC | 420 | +50 | $37 | +$4 | 13.5% |
| Hanson & Doremus Investment Management | 4,180 | +29 | $369 | -$4 | 0.7% |
| Smithfield Trust Co | 712 | +32 | $63 | +$3 | 4.7% |
| Harel Insurance Investments & Financial Services Ltd. | 712 | +34 | $63 | +$2 | 5.0% |
| GW&K Investment Management, LLC | 392 | +10 | $35 | +$1 | 2.6% |
| Ball & Co Wealth Management Inc. | 242 | +2 | $21 | $0 | 0.8% |