13F QoQ Ownership Changes
STE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 152 new · 325 added · 404 reduced · 95 exited
New Positions(152)
Added To(325)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1,644,079 | +1,475,444 | $416.8M | +$375.1M | 874.9% |
| ALLIANCEBERNSTEIN L.P. | 1,338,465 | +920,106 | $339.3M | +$235.8M | 219.9% |
| BlackRock, Inc. | 9,041,433 | +282,096 | $2.29B | +$124.8M | 3.2% |
| AQR CAPITAL MANAGEMENT LLC | 1,623,234 | +440,164 | $411.5M | +$119.8M | 37.2% |
| BANK OF AMERICA CORP /DE/ | 1,321,732 | +431,455 | $335.1M | +$114.8M | 48.5% |
| VANGUARD GROUP INC | 12,286,535 | +73,014 | $3.11B | +$92.8M | 0.6% |
| STATE STREET CORP | 4,614,840 | +260,001 | $1.17B | +$92.4M | 6.0% |
| GOLDMAN SACHS GROUP INC | 633,530 | +183,680 | $160.6M | +$49.3M | 40.8% |
| Orbis Allan Gray Ltd | 2,249,511 | +120,200 | $570.3M | +$43.4M | 5.6% |
| DEUTSCHE BANK AG\ | 613,322 | +158,243 | $155.5M | +$42.9M | 34.8% |
| Invesco Ltd. | 1,410,612 | +130,470 | $357.6M | +$40.9M | 10.2% |
| NORGES BANK | 1,263,402 | +110,111 | $320.3M | +$40.6M | 9.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 430,639 | +134,990 | $109.2M | +$36.0M | 45.6% |
| UBS Group AG | 512,573 | +125,521 | $129.9M | +$34.2M | 32.4% |
| Voya Investment Management LLC | 143,266 | +121,310 | $36.3M | +$30.9M | 552.5% |
| Cerity Partners LLC | 209,923 | +113,070 | $53.2M | +$29.3M | 116.7% |
| CITADEL ADVISORS LLC | 325,868 | +109,368 | $82.6M | +$29.0M | 50.5% |
| MILLENNIUM MANAGEMENT LLC | 137,994 | +80,525 | $35.0M | +$20.8M | 140.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,523,620 | +14,151 | $637.3M | +$18.9M | 0.6% |
| LPL Financial LLC | 107,143 | +65,808 | $27.2M | +$16.9M | 159.2% |
| Legal & General Group Plc | 734,939 | +41,823 | $186.3M | +$14.8M | 6.0% |
| TWO SIGMA INVESTMENTS, LP | 84,707 | +56,868 | $21.5M | +$14.6M | 204.3% |
| AMERIPRISE FINANCIAL INC | 207,026 | +50,504 | $52.5M | +$13.8M | 32.3% |
| DIMENSIONAL FUND ADVISORS LP | 1,067,454 | +28,103 | $270.6M | +$13.5M | 2.7% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1,238,509 | +20,634 | $314.0M | +$12.6M | 1.7% |
| JANUS HENDERSON GROUP PLC | 1,482,635 | +13,175 | $375.9M | +$12.3M | 0.9% |
| PRUDENTIAL FINANCIAL INC | 146,363 | +40,693 | $37.1M | +$11.0M | 38.5% |
| Dana Investment Advisors, Inc. | 84,465 | +39,753 | $21.4M | +$10.4M | 88.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,990 | +39,395 | $16.2M | +$10.1M | 160.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 51,602 | +37,228 | $13.2M | +$9.6M | 259.0% |
| FRANKLIN RESOURCES INC | 1,252,844 | +7,840 | $317.6M | +$9.6M | 0.6% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 72,641 | +33,529 | $18.4M | +$8.7M | 85.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 69,968 | +25,735 | $17.7M | +$6.8M | 58.2% |
| STRS OHIO | 65,552 | +25,204 | $16.6M | +$6.6M | 62.5% |
| Mariner, LLC | 54,863 | +24,854 | $13.9M | +$6.5M | 82.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 63,090 | +23,596 | $16.0M | +$6.2M | 59.7% |
| BNP PARIBAS ARBITRAGE, SNC | 175,486 | +20,391 | $44.5M | +$6.1M | 13.1% |
| Robeco Institutional Asset Management B.V. | 28,816 | +22,973 | $7.3M | +$5.9M | 393.2% |
| Allianz Asset Management GmbH | 114,415 | +20,510 | $29.0M | +$5.8M | 21.8% |
| abrdn plc | 100,088 | +20,097 | $25.4M | +$5.7M | 25.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 634,372 | +7,403 | $160.8M | +$5.7M | 1.2% |
| Quantinno Capital Management LP | 83,914 | +20,201 | $21.3M | +$5.5M | 31.7% |
| TUDOR INVESTMENT CORP ET AL | 22,559 | +20,752 | $5.7M | +$5.3M | 1148.4% |
| Swedbank AB | 271,078 | +14,500 | $68.7M | +$5.2M | 5.7% |
| Cetera Investment Advisers | 32,371 | +20,316 | $8.2M | +$5.2M | 168.5% |
| EVENTIDE ASSET MANAGEMENT, LLC | 190,483 | +15,416 | $48.3M | +$5.0M | 8.8% |
| Russell Investments Group, Ltd. | 86,424 | +16,533 | $21.9M | +$4.7M | 23.6% |
| LOCUST WOOD CAPITAL ADVISERS, LLC | 446,401 | +6,670 | $113.2M | +$4.4M | 1.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 72,230 | +15,012 | $18.3M | +$4.2M | 26.2% |
| Foster Victor Wealth Advisors, LLC | 85,685 | +5,656 | $23.0M | +$3.6M | 7.1% |
| IEQ CAPITAL, LLC | 95,929 | +11,350 | $24.3M | +$3.4M | 13.4% |
| CONGRESS ASSET MANAGEMENT CO /MA | 141,722 | +8,498 | $35.9M | +$3.0M | 6.4% |
| Entropy Technologies, LP | 13,297 | +11,436 | $3.4M | +$2.9M | 614.5% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 23,957 | +11,070 | $6.1M | +$2.9M | 85.9% |
| FENIMORE ASSET MANAGEMENT INC | 328,107 | +3,136 | $83.2M | +$2.8M | 1.0% |
| Creative Planning | 41,221 | +9,704 | $10.5M | +$2.7M | 30.8% |
| Atom Investors LP | 25,427 | +9,834 | $6.4M | +$2.6M | 63.1% |
| CIBC Asset Management Inc | 23,514 | +9,481 | $6.0M | +$2.5M | 67.6% |
| BANK OF NOVA SCOTIA | 37,826 | +8,958 | $9.6M | +$2.4M | 31.0% |
| Waverly Advisors, LLC | 36,661 | +8,809 | $9.3M | +$2.4M | 31.6% |
| NATIONAL BANK OF CANADA /FI/ | 29,064 | +8,986 | $7.4M | +$2.4M | 44.8% |
| Oak Thistle LLC | 12,386 | +9,120 | $3.1M | +$2.3M | 279.2% |
| FIL Ltd | 190,849 | +4,578 | $48.4M | +$2.3M | 2.5% |
| National Pension Service | 172,499 | +3,697 | $43.7M | +$2.0M | 2.2% |
| STIFEL FINANCIAL CORP | 68,469 | +5,471 | $17.4M | +$1.8M | 8.7% |
| Vinva Investment Management Ltd | 14,905 | +6,559 | $3.8M | +$1.8M | 78.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26,763 | +5,095 | $7.0M | +$1.7M | 23.5% |
| Neuberger Berman Group LLC | 65,426 | +4,936 | $16.6M | +$1.6M | 8.2% |
| MML INVESTORS SERVICES, LLC | 12,104 | +6,211 | $3.1M | +$1.6M | 105.4% |
| Brinker Capital Investments, LLC | 19,558 | +5,908 | $5.0M | +$1.6M | 43.3% |
| RHUMBLINE ADVISERS | 213,744 | +1,052 | $54.2M | +$1.6M | 0.5% |
| Focus Partners Wealth | 18,901 | +5,764 | $4.8M | +$1.5M | 43.9% |
| NICHOLAS COMPANY, INC. | 77,975 | +4,240 | $19.8M | +$1.5M | 5.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 20,066 | +5,644 | $5.1M | +$1.5M | 39.1% |
| BANK OF MONTREAL /CAN/ | 77,395 | +4,201 | $19.6M | +$1.5M | 5.7% |
| AVIVA PLC | 83,490 | +4,012 | $21.2M | +$1.5M | 5.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 174,819 | +1,517 | $44.3M | +$1.4M | 0.9% |
| WELLS FARGO & COMPANY/MN | 116,889 | +2,914 | $29.6M | +$1.4M | 2.5% |
| Baird Financial Group, Inc. | 84,191 | +3,696 | $21.3M | +$1.4M | 4.6% |
| Rockefeller Capital Management L.P. | 13,613 | +5,079 | $3.5M | +$1.3M | 59.5% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 172,775 | +777 | $43.8M | +$1.2M | 0.5% |
| Resources Investment Advisors, LLC. | 26,490 | +4,126 | $6.7M | +$1.2M | 18.4% |
| Pacer Advisors, Inc. | 12,602 | +4,282 | $3.2M | +$1.1M | 51.5% |
| Credit Agricole S A | 37,453 | +3,627 | $9.5M | +$1.1M | 10.7% |
| Public Sector Pension Investment Board | 12,743 | +4,125 | $3.2M | +$1.1M | 47.9% |
| GENEVA CAPITAL MANAGEMENT LLC | 104,165 | +1,821 | $26.4M | +$1.1M | 1.8% |
| Suncoast Equity Management | 8,634 | +4,122 | $2.2M | +$1.1M | 91.3% |
| MGO ONE SEVEN LLC | 14,119 | +3,943 | $3.6M | +$1.1M | 38.7% |
| Sequoia Financial Advisors, LLC | 27,359 | +3,580 | $6.9M | +$1.1M | 15.1% |
| Woodline Partners LP | 16,752 | +3,735 | $4.2M | +$1.0M | 28.7% |
| KLP KAPITALFORVALTNING AS | 37,100 | +3,200 | $9.4M | +$1.0M | 9.4% |
| Toroso Investments, LLC | 18,330 | +3,612 | $4.6M | +$1.0M | 24.5% |
| GDS Wealth Management | 70,968 | +2,301 | $18.0M | +$1.0M | 3.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 69,661 | +2,319 | $17.7M | +$997.4K | 3.4% |
| MACKENZIE FINANCIAL CORP | 15,502 | +3,557 | $4.0M | +$996.8K | 29.8% |
| D. E. Shaw & Co., Inc. | 40,291 | +2,857 | $10.2M | +$951.9K | 7.6% |
| ALLSTATE CORP | 7,206 | +3,654 | $1.8M | +$948.0K | 102.9% |
| Investment Management Corp of Ontario | 8,083 | +3,512 | $2.0M | +$918.2K | 76.8% |
| Mirae Asset Global Investments Co., Ltd. | 17,895 | +3,088 | $4.5M | +$872.9K | 20.9% |
| Ethic Inc. | 11,556 | +3,178 | $2.9M | +$856.8K | 37.9% |
| Jump Financial, LLC | 4,781 | +3,243 | $1.2M | +$831.5K | 210.8% |
| PRINCIPAL SECURITIES, INC. | 4,744 | +3,234 | $1.2M | +$829.0K | 214.2% |
| RMB Capital Management, LLC | 7,159 | +2,812 | $1.8M | +$739.3K | 64.7% |
| NEOS Investment Management LLC | 14,475 | +2,478 | $3.7M | +$701.2K | 20.6% |
| ADVISOR GROUP HOLDINGS, INC. | 71,902 | +879 | $18.2M | +$666.0K | 1.2% |
| Merit Financial Group, LLC | 8,181 | +2,419 | $2.1M | +$648.3K | 42.0% |
| Capula Management Ltd | 10,432 | +2,302 | $2.6M | +$633.0K | 28.3% |
| Concurrent Investment Advisors, LLC | 11,563 | +2,256 | $2.9M | +$628.3K | 24.2% |
| GHP Investment Advisors, Inc. | 67,060 | +823 | $17.0M | +$611.2K | 1.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 14,678 | +1,889 | $3.7M | +$556.7K | 14.8% |
| MUFG Securities EMEA plc | 4,024 | +2,139 | $1.0M | +$553.7K | 113.5% |
| Integrated Wealth Concepts LLC | 4,479 | +2,084 | $1.1M | +$543.0K | 87.0% |
| Global Retirement Partners, LLC | 2,416 | +2,122 | $612.5K | +$539.8K | 721.8% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 15,010 | +1,812 | $3.8M | +$539.4K | 13.7% |
| LOOMIS SAYLES & CO L P | 2,470 | +2,110 | $626.2K | +$537.1K | 586.1% |
| Summit Trail Advisors, LLC | 5,217 | +2,031 | $1.3M | +$534.4K | 63.7% |
| TD Asset Management Inc | 38,549 | +1,212 | $9.8M | +$534.3K | 3.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22,681 | +1,546 | $5.8M | +$520.4K | 7.3% |
| HighPoint Advisor Group LLC | 3,169 | +2,025 | $803.5K | +$520.3K | 177.0% |
| BROWN ADVISORY INC | 3,091 | +2,021 | $783.6K | +$518.9K | 188.9% |
| PNC Financial Services Group, Inc. | 54,279 | +634 | $13.8M | +$486.8K | 1.2% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 21,171 | +1,433 | $5.4M | +$483.3K | 7.3% |
| DNB Asset Management AS | 19,227 | +1,420 | $4.9M | +$468.3K | 8.0% |
| FIDUCIARY FAMILY OFFICE, LLC | 4,529 | +1,777 | $1.1M | +$467.2K | 64.6% |
| NewEdge Advisors, LLC | 7,894 | +1,627 | $2.0M | +$450.7K | 26.0% |
| Maridea Wealth Management LLC | 6,395 | +1,510 | $1.6M | +$438.1K | 30.9% |
| NISA INVESTMENT ADVISORS, LLC | 13,594 | +1,416 | $3.4M | +$433.0K | 11.6% |
| Callan Family Office, LLC | 3,320 | +1,655 | $841.7K | +$429.7K | 99.4% |
| Raleigh Capital Management Inc. | 1,737 | +1,690 | $440.4K | +$428.7K | 3595.7% |
| BOOTHBAY FUND MANAGEMENT, LLC | 2,982 | +1,654 | $756.0K | +$427.4K | 124.5% |
| Clearstead Advisors, LLC | 3,502 | +1,595 | $887.9K | +$416.0K | 83.6% |
| Carnegie Capital Asset Management, LLC | 53,549 | +357 | $13.6M | +$413.9K | 0.7% |
| Advisors Asset Management, Inc. | 2,282 | +1,529 | $578.5K | +$392.2K | 203.1% |
| Horizon Investments, LLC | 11,910 | +1,235 | $3.0M | +$378.0K | 11.6% |
| AustralianSuper Pty Ltd | 8,480 | +1,316 | $2.1M | +$377.2K | 18.4% |
| Czech National Bank | 25,880 | +865 | $6.6M | +$371.4K | 3.5% |
| Sivia Capital Partners, LLC | 3,177 | +1,421 | $805.4K | +$370.9K | 80.9% |
| Hilton Capital Management, LLC | 11,859 | +1,171 | $3.0M | +$361.9K | 10.9% |
| MIDDLETON & CO INC/MA | 48,484 | +247 | $12.3M | +$355.9K | 0.5% |
| WADDELL & ASSOCIATES, LLC | 2,220 | +1,327 | $562.8K | +$341.9K | 148.6% |
| CI INVESTMENTS INC. | 1,331 | +111 | $337.4K | +$337.1K | 9.1% |
| Caerus Investment Advisors, LLC | 3,391 | +1,247 | $859.7K | +$329.2K | 58.2% |
| Cranbrook Wealth Management, LLC | 3,267 | +1,239 | $828.3K | +$326.4K | 61.1% |
| Savvy Advisors, Inc. | 3,202 | +1,199 | $811.8K | +$316.1K | 59.9% |
| Strong Tower Advisory Services | 14,158 | +927 | $3.6M | +$315.5K | 7.0% |
| Buckingham Strategic Partners | 5,819 | +1,246 | $1.5M | +$294.9K | 27.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,354 | +1,093 | $850.4K | +$290.9K | 48.3% |
| Metis Global Partners, LLC | 8,168 | +946 | $2.1M | +$283.7K | 13.1% |
| NorthCrest Asset Manangement, LLC | 3,692 | +883 | $947.8K | +$269.4K | 31.4% |
| HFR Wealth Management, LLC | 41,290 | +59 | $10.5M | +$265.6K | 0.1% |
| Vanguard Personalized Indexing Management, LLC | 15,405 | +670 | $3.9M | +$259.0K | 4.5% |
| DAYMARK WEALTH PARTNERS, LLC | 31,543 | +231 | $8.0M | +$248.9K | 0.7% |
| XPONANCE, INC. | 19,432 | +503 | $4.9M | +$242.6K | 2.6% |
| GATEWAY INVESTMENT ADVISERS LLC | 25,714 | +323 | $6.5M | +$236.3K | 1.3% |
| Wealthfront Advisers LLC | 6,362 | +782 | $1.6M | +$232.2K | 14.0% |
| Groupe la Francaise | 16,925 | +511 | $4.3M | +$229.3K | 3.1% |
| BROWN BROTHERS HARRIMAN & CO | 1,374 | +846 | $348.3K | +$217.7K | 160.2% |
| ASSETMARK, INC | 15,088 | +497 | $3.8M | +$214.9K | 3.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 33,409 | +44 | $8.5M | +$214.0K | 0.1% |
| Chicago Partners Investment Group LLC | 2,453 | +695 | $636.6K | +$212.6K | 39.5% |
| Crossmark Global Holdings, Inc. | 4,566 | +745 | $1.2M | +$212.1K | 19.5% |
| Aaron Wealth Advisors LLC | 2,136 | +800 | $541.5K | +$210.9K | 59.9% |
| Fifth Third Wealth Advisors LLC | 3,249 | +762 | $823.7K | +$208.3K | 30.6% |
| Aureus Asset Management, LLC | 31,530 | +62 | $8.0M | +$207.1K | 0.2% |
| STEPHENS INC /AR/ | 15,327 | +448 | $3.9M | +$204.1K | 3.0% |
| Farther Finance Advisors, LLC | 3,582 | +735 | $908.0K | +$203.7K | 25.8% |
| EverSource Wealth Advisors, LLC | 3,629 | +650 | $920.1K | +$183.1K | 21.8% |
| SUMMIT WEALTH GROUP LLC / CO | 11,688 | +7,202 | $806.0K | -$178.2K | 160.5% |
| Generali Investments, Management Co LLC | 1,624 | +652 | $411.7K | +$171.2K | 67.1% |
| QRG CAPITAL MANAGEMENT, INC. | 4,158 | +584 | $1.1M | +$169.8K | 16.3% |
| Strengthening Families & Communities, LLC | 11,745 | +389 | $3.0M | +$169.5K | 3.4% |
| Krilogy Financial LLC | 5,102 | +255 | $1.3M | +$163.8K | 5.3% |
| Transamerica Financial Advisors, Inc. | 644 | +630 | $163.3K | +$159.8K | 4500.0% |
| NBC SECURITIES, INC. | 618 | +597 | $156.7K | +$151.5K | 2842.8% |
| RITHOLTZ WEALTH MANAGEMENT | 2,831 | +542 | $717.7K | +$151.3K | 23.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,988 | +315 | $3.0M | +$150.8K | 2.7% |
| Diversify Advisory Services, LLC | 2,871 | +228 | $771.2K | +$144.0K | 8.6% |
| Diversified Trust Co | 3,532 | +487 | $895.4K | +$142.0K | 16.0% |
| Venture Visionary Partners LLC | 1,430 | +531 | $362.5K | +$140.1K | 59.1% |
| Perigon Wealth Management, LLC | 1,840 | +507 | $466.5K | +$136.6K | 38.0% |
| Inspire Investing, LLC | 10,677 | +283 | $2.7M | +$134.9K | 2.7% |
| Stratos Wealth Partners, LTD. | 18,122 | +92 | $4.6M | +$132.9K | 0.5% |
| SGL Investment Advisors, Inc. | 11,915 | +213 | $2.9M | +$127.9K | 1.8% |
| SYON CAPITAL LLC | 2,185 | +463 | $553.9K | +$127.8K | 26.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,761 | +461 | $446.4K | +$124.8K | 35.5% |
| Colonial Trust Co / SC | 12,523 | +194 | $3.2M | +$124.2K | 1.6% |
| Ipswich Investment Management Co., Inc. | 5,039 | +370 | $1.3M | +$122.2K | 7.9% |
| Knights of Columbus Asset Advisors LLC | 7,133 | +304 | $1.8M | +$118.6K | 4.5% |
| Bay Harbor Wealth Management, LLC | 487 | +467 | $123.5K | +$118.5K | 2335.0% |
| GAMMA Investing LLC | 3,323 | +380 | $842.4K | +$114.2K | 12.9% |
| GREENLEAF TRUST | 2,971 | +375 | $753.2K | +$110.9K | 14.4% |
| Ramirez Asset Management, Inc. | 1,017 | +423 | $257.8K | +$110.9K | 71.2% |
| Taylor Frigon Capital Management LLC | 6,597 | +281 | $1.7M | +$109.6K | 4.4% |
| PROFUND ADVISORS LLC | 1,653 | +379 | $419.1K | +$103.8K | 29.7% |
| TD PRIVATE CLIENT WEALTH LLC | 454 | +402 | $115.1K | +$102.2K | 773.1% |
| Wealthspire Advisors, LLC | 1,530 | +365 | $387.9K | +$99.6K | 31.3% |
| Wedmont Private Capital | 1,418 | +296 | $367.5K | +$96.5K | 26.4% |
| Allspring Global Investments Holdings, LLC | 4,383 | +230 | $1.1M | +$93.8K | 5.5% |
| Fortune Financial Advisors, LLC | 8,200 | +171 | $2.1M | +$92.2K | 2.1% |
| ROTHSCHILD INVESTMENT LLC | 1,318 | +324 | $334.1K | +$88.2K | 32.6% |
| Comprehensive Financial Consultants Institutional, Inc. | 10,203 | +105 | $2.6M | +$88.0K | 1.0% |
| Tower Research Capital LLC (TRC) | 1,963 | +301 | $497.7K | +$86.4K | 18.1% |
| Kera Capital Partners, Inc. | 1,691 | +240 | $444.1K | +$85.0K | 16.5% |
| FIFTH THIRD BANCORP | 3,212 | +259 | $814.3K | +$83.6K | 8.8% |
| Advisors Capital Management, LLC | 3,669 | +217 | $930.2K | +$76.0K | 6.3% |
| Caliber Wealth Management, LLC / KS | 7,206 | +118 | $1.8M | +$73.0K | 1.7% |
| FSM Wealth Advisors, LLC | 5,562 | +158 | $1.4M | +$72.9K | 2.9% |
| NICOLET ADVISORY SERVICES, LLC | 1,122 | +188 | $292.6K | +$67.0K | 20.1% |
| JONES FINANCIAL COMPANIES LLLP | 1,980 | +229 | $502.0K | +$66.4K | 13.1% |
| Waterloo Capital, L.P. | 2,520 | +203 | $638.9K | +$65.6K | 8.8% |
| Legacy Financial Advisors, Inc. | 1,359 | +218 | $344.4K | +$62.2K | 19.1% |
| Quarry LP | 598 | +236 | $151.6K | +$62.0K | 65.2% |
| PRIVATE TRUST CO NA | 686 | +203 | $173.8K | +$54.2K | 42.0% |
| Haven Private, LLC | 2,159 | +142 | $547.4K | +$48.3K | 7.0% |
| Revisor Wealth Management LLC | 1,000 | +100 | $260.2K | +$44.7K | 11.1% |
| Park Edge Advisors, LLC | 5,267 | +51 | $1.3M | +$44.6K | 1.0% |
| OneAscent Investment Solutions LLC | 2,276 | +114 | $577.0K | +$42.0K | 5.3% |
| Federation des caisses Desjardins du Quebec | 3,483 | +83 | $883.0K | +$41.7K | 2.4% |
| HUNTINGTON NATIONAL BANK | 933 | +141 | $236.5K | +$40.6K | 17.8% |
| EVOKE WEALTH, LLC | 1,331 | +127 | $337.5K | +$39.5K | 10.5% |
| SG Americas Securities, LLC | 157,135 | +155,654 | $39.8K | +$39.5K | 10510.1% |
| Aprio Wealth Management, LLC | 1,488 | +116 | $377.2K | +$37.8K | 8.4% |
| Parcion Private Wealth LLC | 1,000 | +126 | $253.5K | +$37.3K | 14.4% |
| Fulton Bank, N.A. | 2,036 | +98 | $516.2K | +$36.6K | 5.0% |
| Gibbs Wealth Management | 962 | +23 | $247.1K | +$34.2K | 2.4% |
| Smartleaf Asset Management LLC | 646 | +109 | $165.0K | +$33.3K | 20.3% |
| Portside Wealth Group, LLC | 1,794 | +90 | $454.8K | +$33.2K | 5.3% |
| Gallagher Fiduciary Advisors, LLC | 2,253 | +72 | $571.2K | +$31.6K | 3.3% |
| VisionPoint Advisory Group, LLC | 1,221 | +93 | $309.5K | +$30.4K | 8.2% |
| Versant Capital Management, Inc | 578 | +105 | $146.5K | +$29.5K | 22.2% |
| Lido Advisors, LLC | 2,719 | +112 | $674.8K | +$29.4K | 4.3% |
| Vise Technologies, Inc. | 1,164 | +87 | $295.1K | +$28.7K | 8.1% |
| QTR Family Wealth, LLC | 1,071 | +124 | $262.0K | +$27.7K | 13.1% |
| Sage Private Wealth Group, LLC | 1,922 | +64 | $487.2K | +$27.4K | 3.4% |
| SJS Investment Consulting Inc. | 113 | +107 | $28.6K | +$27.2K | 1783.3% |
| Empowered Funds, LLC | 2,903 | +33 | $736.0K | +$25.8K | 1.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 994 | +79 | $252.0K | +$25.6K | 8.6% |
| Larson Financial Group LLC | 605 | +88 | $153.3K | +$25.5K | 17.0% |
| Compass Ion Advisors, LLC | 3,964 | +3 | $1.0M | +$24.8K | 0.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 273 | +93 | $69.2K | +$24.7K | 51.7% |
| ALTA CAPITAL MANAGEMENT LLC/ | 1,064 | +73 | $269.7K | +$24.5K | 7.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 345,517 | +88,416 | $87.6K | +$24.0K | 34.4% |
| Activest Wealth Management | 110 | +89 | $27.9K | +$22.7K | 423.8% |
| Meeder Advisory Services, Inc. | 1,534 | +54 | $388.8K | +$22.7K | 3.6% |
| Kestra Advisory Services, LLC | 2,217 | +37 | $562.1K | +$22.7K | 1.7% |
| Baker Avenue Asset Management, LP | 957 | +66 | $242.6K | +$22.0K | 7.4% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,428 | +28 | $615.5K | +$21.7K | 1.2% |
| MAI Capital Management | 1,431 | +52 | $362.7K | +$21.6K | 3.8% |
| Lakeridge Wealth Management LLC | 2,862 | +13 | $725.5K | +$20.6K | 0.5% |
| Clear Harbor Asset Management, LLC | 1,350 | +50 | $342.3K | +$20.6K | 3.8% |
| Cornerstone Planning Group LLC | 115 | +89 | $30.0K | +$20.1K | 342.3% |
| Legacy Wealth Asset Management, LLC | 2,870 | +10 | $727.6K | +$19.9K | 0.3% |
| Coastal Bridge Advisors, LLC | 2,865 | +8 | $726.3K | +$19.4K | 0.3% |
| JOURNEY STRATEGIC WEALTH LLC | 1,650 | +34 | $418.3K | +$18.4K | 2.1% |
| QUADRANT CAPITAL GROUP LLC | 2,441 | +12 | $618.8K | +$17.8K | 0.5% |
| Ascent Group, LLC | 1,009 | +47 | $255.8K | +$17.8K | 4.9% |
| Ashton Thomas Private Wealth, LLC | 1,605 | +32 | $406.9K | +$17.7K | 2.0% |
| Optimize Financial Inc | 1,755 | +24 | $444.9K | +$16.6K | 1.4% |
| BAILARD, INC. | 1,118 | +38 | $283.4K | +$16.2K | 3.5% |
| OneAscent Family Office, LLC | 2,017 | +15 | $511.4K | +$16.0K | 0.7% |
| HARBOR INVESTMENT ADVISORY, LLC | 112 | +60 | $28.4K | +$15.5K | 115.4% |
| MEEDER ASSET MANAGEMENT INC | 2,476 | +1 | $627.7K | +$15.3K | 0.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | 1,332 | +29 | $337.7K | +$15.3K | 2.2% |
| Prime Capital Investment Advisors, LLC | 1,643 | +21 | $416.5K | +$15.2K | 1.3% |
| Ballentine Partners, LLC | 1,336 | +26 | $338.7K | +$14.6K | 2.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,741 | +13 | $441.4K | +$13.8K | 0.8% |
| Checchi Capital Advisers, LLC | 873 | +34 | $221.3K | +$13.7K | 4.0% |
| Illinois Municipal Retirement Fund | 1,605 | +13 | $406.9K | +$13.0K | 0.8% |
| Quest 10 Wealth Builders, Inc. | 49 | +43 | $12.4K | +$10.9K | 716.7% |
| Hoxton Planning & Management, LLC | 1,561 | +5 | $395.7K | +$10.7K | 0.3% |
| Wealth Alliance | 838 | +23 | $212.5K | +$10.7K | 2.8% |
| Prestige Wealth Management Group LLC | 70 | +45 | $16.7K | +$10.5K | 180.0% |
| Dynamic Advisor Solutions LLC | 1,305 | +10 | $330.9K | +$10.4K | 0.8% |
| TRUST CO OF VERMONT | 164 | +38 | $41.6K | +$10.4K | 30.1% |
| Spire Wealth Management | 174 | +33 | $44.0K | +$9.1K | 23.4% |
| Rossby Financial, LCC | 59 | +33 | $15.0K | +$8.7K | 126.9% |
| Root Financial Partners, LLC | 189 | +30 | $47.9K | +$8.6K | 18.9% |
| Fidelis Capital Partners, LLC | 1,048 | +8 | $265.7K | +$8.4K | 0.8% |
| Thrivent Financial for Lutherans | 573,489 | +19,655 | $145.4K | +$8.3K | 3.5% |
| UMB Bank, n.a. | 283 | +26 | $71.7K | +$8.2K | 10.1% |
| FIRETHORN WEALTH PARTNERS, LLC | 1,279 | +1 | $324.3K | +$8.0K | 0.1% |
| CBIZ Investment Advisory Services, LLC | 48 | +28 | $12.2K | +$7.2K | 140.0% |
| Beacon Capital Management, LLC | 929 | +3 | $235.5K | +$6.2K | 0.3% |
| Parkside Financial Bank & Trust | 284 | +18 | $72.0K | +$6.2K | 6.8% |
| True Wealth Design, LLC | 283 | +18 | $71.7K | +$6.2K | 6.8% |
| AdvisorNet Financial, Inc | 597 | +10 | $151.4K | +$6.1K | 1.7% |
| Clearstead Trust, LLC | 27 | +24 | $6.8K | +$6.1K | 800.0% |
| Deseret Mutual Benefit Administrators | 95 | +22 | $24.1K | +$6.0K | 30.1% |
| CYBER HORNET ETFs LLC | 285 | +15 | $72.3K | +$5.4K | 5.5% |
| JFS WEALTH ADVISORS, LLC | 92 | +19 | $23.3K | +$5.3K | 26.0% |
| Westfuller Advisors, LLC | 29 | +17 | $7.4K | +$4.4K | 141.7% |
| SouthState Corp | 16 | +14 | $4.1K | +$3.6K | 700.0% |
| Financial Network Wealth Advisors LLC | 353 | +5 | $89.5K | +$3.4K | 1.4% |
| Sunbelt Securities, Inc. | 31 | +12 | $7.9K | +$3.2K | 63.1% |
| ZRC WEALTH MANAGEMENT, LLC | 21 | +12 | $5.3K | +$3.1K | 133.3% |
| Bell Investment Advisors, Inc | 39 | +11 | $9.9K | +$3.0K | 39.3% |
| Handelsbanken Fonder AB | 74,445 | +9,935 | $18.9K | +$2.9K | 15.4% |
| Geneos Wealth Management Inc. | 19 | +11 | $4.8K | +$2.8K | 137.5% |
| ACADIAN ASSET MANAGEMENT LLC | 26,435 | +7,112 | $6.7K | +$1.9K | 36.8% |
| ORG Partners LLC | 20 | +6 | $5.1K | +$1.6K | 42.9% |
| UMA Financial Services, Inc. | 18 | +6 | $4.6K | +$1.6K | 50.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | +6 | $2.5K | +$1.5K | 150.0% |
| CWM, LLC | 37,175 | +4,553 | $9.4K | +$1.4K | 13.9% |
| Washington Trust Advisors, Inc. | 35 | +4 | $8.9K | +$1.3K | 12.9% |
| PARK AVENUE SECURITIES LLC | 7,016 | +5,165 | $1.8K | +$1.3K | 279.0% |
| Addison Advisors LLC | 30 | +4 | $7.6K | +$1.2K | 15.4% |
| Manchester Capital Management LLC | 59 | +3 | $15.0K | +$1.1K | 5.3% |
| T. Rowe Price Investment Management, Inc. | 12,484 | +3,607 | $3.2K | +$968 | 40.6% |
| FARMERS & MERCHANTS INVESTMENTS INC | 67 | +2 | $17.0K | +$902 | 3.1% |
| Fortitude Family Office, LLC | 67 | +2 | $17.0K | +$902 | 3.1% |
| Grove Bank & Trust | 13 | +3 | $3.3K | +$822 | 30.0% |
| Dogwood Wealth Management LLC | 8 | +3 | $2.0K | +$791 | 60.0% |
| Marquette Asset Management, LLC | 19 | +1 | $4.8K | +$363 | 5.5% |
| Mn Services Vermogensbeheer B.V. | 37,650 | +450 | $9.5K | +$340 | 1.2% |
| Bare Financial Services, Inc | 14 | +1 | $3.5K | +$332 | 7.7% |
| Rialto Wealth Management, LLC | 7 | +1 | $1.8K | +$290 | 16.7% |
| Daiwa Securities Group Inc. | 18,850 | +639 | $4.8K | +$273 | 3.5% |
| Dunhill Financial, LLC | 8 | +1 | $2.1K | +$269 | 14.3% |
| Triumph Capital Management | 3 | +1 | $761 | +$266 | 50.0% |
| Janney Montgomery Scott LLC | 5,462 | +610 | $1.4K | +$184 | 12.6% |
| Cambridge Investment Research Advisors, Inc. | 10,757 | +382 | $2.7K | +$160 | 3.7% |
| CX Institutional | 1,177 | +176 | $298 | +$50 | 17.6% |
| Employees Retirement System of Texas | 978 | +173 | $248 | +$49 | 21.5% |
| Smithfield Trust Co | 1,093 | +165 | $277 | +$47 | 17.8% |
| Harvest Fund Management Co., Ltd | 46 | +17 | $12 | +$5 | 58.6% |