13F QoQ Ownership Changes
STLD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 186 new · 294 added · 433 reduced · 71 exited
New Positions(186)
Added To(294)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,166,973 | +3,638 | $2.06B | +$365.8M | 0.0% |
| FMR LLC | 3,051,950 | +1,751,451 | $517.2M | +$335.8M | 134.7% |
| NORGES BANK | 3,331,896 | +897,966 | $564.6M | +$257.7M | 36.9% |
| Boston Partners | 1,793,630 | +1,070,042 | $304.0M | +$202.7M | 147.9% |
| Holocene Advisors, LP | 2,558,428 | +252,753 | $433.5M | +$112.0M | 11.0% |
| Capital Research Global Investors | 3,623,054 | +9,959 | $613.9M | +$110.2M | 0.3% |
| 1832 Asset Management L.P. | 551,048 | +547,505 | $93.4M | +$92.9M | 15453.1% |
| Invesco Ltd. | 1,965,092 | +116,379 | $333.0M | +$75.2M | 6.3% |
| JPMORGAN CHASE & CO | 1,308,702 | +249,442 | $221.8M | +$74.1M | 23.5% |
| Nuveen, LLC | 1,212,587 | +265,178 | $205.5M | +$73.4M | 28.0% |
| GOLDMAN SACHS GROUP INC | 1,260,594 | +251,720 | $213.6M | +$72.9M | 24.9% |
| Robeco Institutional Asset Management B.V. | 2,008,199 | +72,122 | $340.3M | +$70.3M | 3.7% |
| NEUBERGER BERMAN GROUP LLC | 570,700 | +247,790 | $96.7M | +$51.7M | 76.7% |
| BANK OF AMERICA CORP /DE/ | 1,125,205 | +122,285 | $190.7M | +$50.8M | 12.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 770,846 | +169,006 | $130.6M | +$46.7M | 28.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,444,012 | +9,173 | $244.7M | +$44.6M | 0.6% |
| National Pension Service | 288,248 | +241,279 | $48.8M | +$42.3M | 513.7% |
| MILLENNIUM MANAGEMENT LLC | 301,103 | +197,389 | $51.0M | +$36.6M | 190.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,053,909 | +7,118 | $178.6M | +$32.6M | 0.7% |
| Bank of New York Mellon Corp | 905,151 | +37,576 | $153.4M | +$32.4M | 4.3% |
| PEAK6 LLC | 212,000 | +168,500 | $35.9M | +$29.9M | 387.4% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 153,347 | +147,869 | $26.0M | +$25.2M | 2699.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 326,698 | +77,556 | $55.4M | +$20.9M | 31.1% |
| Walleye Trading LLC | 262,200 | +88,358 | $44.4M | +$20.2M | 50.8% |
| JANE STREET GROUP, LLC | 320,011 | +72,443 | $54.2M | +$19.7M | 29.3% |
| Korea Investment CORP | 137,116 | +94,180 | $23.2M | +$17.2M | 219.3% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 83,637 | +18,908 | $14.2M | +$14.2M | 29.2% |
| CITIGROUP INC | 193,865 | +55,775 | $32.9M | +$13.6M | 40.4% |
| SCOPUS ASSET MANAGEMENT, L.P. | 120,000 | +70,000 | $20.3M | +$13.4M | 140.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 294,039 | +16,022 | $51.8M | +$13.0M | 5.8% |
| Fisher Asset Management, LLC | 105,083 | +70,205 | $17.8M | +$12.9M | 201.3% |
| Gotham Asset Management, LLC | 73,194 | +62,957 | $12.4M | +$11.0M | 615.0% |
| DANSKE BANK A/S | 275,625 | +19,282 | $46.7M | +$11.0M | 7.5% |
| RAYMOND JAMES FINANCIAL INC | 202,798 | +33,837 | $34.4M | +$10.9M | 20.0% |
| SAPIENT CAPITAL LLC | 332,602 | +32 | $57.1M | +$10.7M | 0.0% |
| BANK OF MONTREAL /CAN/ | 315,982 | +7,944 | $53.5M | +$10.6M | 2.6% |
| WELLS FARGO & COMPANY/MN | 192,016 | +32,804 | $32.5M | +$10.3M | 20.6% |
| PANAGORA ASSET MANAGEMENT INC | 67,871 | +58,188 | $11.5M | +$10.2M | 600.9% |
| SIERRA SUMMIT ADVISORS LLC | 62,334 | +59,209 | $10.6M | +$10.1M | 1894.7% |
| AEGON ASSET MANAGEMENT UK Plc | 279,893 | +10,358 | $47.4M | +$9.8M | 3.8% |
| California Public Employees Retirement System | 285,490 | +3,772 | $48.4M | +$9.1M | 1.3% |
| BNP PARIBAS FINANCIAL MARKETS | 294,689 | +513 | $49.9M | +$8.9M | 0.2% |
| Cerity Partners LLC | 97,919 | +42,156 | $16.6M | +$8.8M | 75.6% |
| MUFG Securities EMEA plc | 45,628 | +42,979 | $7.7M | +$7.4M | 1622.5% |
| NATIONAL BANK OF CANADA /FI/ | 112,871 | +26,286 | $19.1M | +$7.1M | 30.4% |
| Empowered Funds, LLC | 43,289 | +39,488 | $7.3M | +$6.8M | 1038.9% |
| STRS OHIO | 153,878 | +10,519 | $26.1M | +$6.1M | 7.3% |
| Ninety One UK Ltd | 134,186 | +14,323 | $22.7M | +$6.0M | 11.9% |
| Quantinno Capital Management LP | 68,213 | +24,368 | $11.6M | +$5.4M | 55.6% |
| PRINCIPAL FINANCIAL GROUP INC | 165,967 | +3,205 | $28.1M | +$5.4M | 2.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,839 | +24,363 | $11.3M | +$5.4M | 57.4% |
| Aberdeen Group plc | 145,156 | +2,305 | $24.6M | +$4.7M | 1.6% |
| SEI INVESTMENTS CO | 117,731 | +6,730 | $20.0M | +$4.5M | 6.1% |
| AVIVA PLC | 118,885 | +5,612 | $20.1M | +$4.4M | 5.0% |
| NAVELLIER & ASSOCIATES INC | 31,728 | +23,084 | $5.4M | +$4.2M | 267.1% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 50,762 | +17,891 | $8.6M | +$4.0M | 54.4% |
| BARCLAYS PLC | 462,759 | +12,261 | $59.2M | -$3.6M | 2.7% |
| TUDOR INVESTMENT CORP ET AL | 23,800 | +20,300 | $4.0M | +$3.5M | 580.0% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 78,836 | +7,608 | $13.4M | +$3.4M | 10.7% |
| BAILARD, INC. | 102,031 | +865 | $17.3M | +$3.2M | 0.8% |
| SteelPeak Wealth, LLC | 19,912 | +18,279 | $3.4M | +$3.2M | 1119.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 79,868 | +5,054 | $13.5M | +$3.1M | 6.8% |
| Knights of Columbus Asset Advisors LLC | 30,808 | +14,873 | $5.2M | +$3.0M | 93.3% |
| Silvercrest Asset Management Group LLC | 95,875 | +851 | $16.2M | +$3.0M | 0.9% |
| SPROTT INC. | 91,191 | +1,199 | $15.5M | +$2.9M | 1.3% |
| CIBC Asset Management Inc | 34,489 | +12,848 | $5.8M | +$2.8M | 59.4% |
| NISA INVESTMENT ADVISORS, LLC | 48,553 | +8,666 | $8.3M | +$2.7M | 21.7% |
| SummitTX Capital, L.P. | 17,252 | +15,052 | $2.9M | +$2.6M | 684.2% |
| Boston Common Asset Management, LLC | 71,672 | +3,194 | $12.1M | +$2.6M | 4.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 81,557 | +508 | $13.8M | +$2.5M | 0.6% |
| MEEDER ASSET MANAGEMENT INC | 30,873 | +9,618 | $5.2M | +$2.3M | 45.3% |
| CAPTRUST FINANCIAL ADVISORS | 60,371 | +2,972 | $10.2M | +$2.2M | 5.2% |
| Asset Management One Co., Ltd. | 57,641 | +393 | $10.0M | +$2.0M | 0.7% |
| LAFFER TENGLER INVESTMENTS, INC. | 51,009 | +2,871 | $8.6M | +$1.9M | 6.0% |
| Advisory Services Network, LLC | 60,112 | +594 | $10.2M | +$1.9M | 1.0% |
| Raiffeisen Bank International AG | 59,391 | +144 | $10.1M | +$1.8M | 0.2% |
| TRUIST FINANCIAL CORP | 46,717 | +2,924 | $7.9M | +$1.8M | 6.7% |
| Corient Private Wealth LLC | 52,413 | +5,157 | $8.4M | +$1.8M | 10.9% |
| AlphaQuest LLC | 14,732 | +9,787 | $2.5M | +$1.8M | 197.9% |
| Kinsale Capital Group, Inc. | 48,076 | +2,166 | $8.1M | +$1.7M | 4.7% |
| Creative Planning | 37,992 | +3,967 | $6.4M | +$1.7M | 11.7% |
| Pathway Financial Advisers, LLC | 46,774 | +1,794 | $7.9M | +$1.7M | 4.0% |
| Focus Partners Wealth | 13,295 | +8,928 | $2.3M | +$1.6M | 204.4% |
| M&G PLC | 41,203 | +2,584 | $7.0M | +$1.6M | 6.7% |
| MACKENZIE FINANCIAL CORP | 24,258 | +5,780 | $4.1M | +$1.6M | 31.3% |
| NewEdge Advisors, LLC | 12,269 | +123 | $2.1M | +$1.5M | 1.0% |
| Larson Financial Group LLC | 24,498 | +5,457 | $4.2M | +$1.5M | 28.6% |
| Ethic Inc. | 18,548 | +6,695 | $3.1M | +$1.5M | 56.5% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 24,776 | +4,506 | $4.2M | +$1.4M | 22.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 17,475 | +5,832 | $3.0M | +$1.3M | 50.1% |
| Mirae Asset Global Investments Co., Ltd. | 25,536 | +3,942 | $4.3M | +$1.3M | 18.3% |
| BANK OF NOVA SCOTIA | 18,816 | +5,195 | $3.2M | +$1.3M | 38.1% |
| Czech National Bank | 36,197 | +1,053 | $6.1M | +$1.2M | 3.0% |
| Hudson Bay Capital Management LP | 15,267 | +5,178 | $2.6M | +$1.2M | 51.3% |
| FEDERATED HERMES, INC. | 24,943 | +2,886 | $4.2M | +$1.2M | 13.1% |
| Artemis Investment Management LLP | 21,812 | +3,484 | $3.7M | +$1.1M | 19.0% |
| PNC Financial Services Group, Inc. | 27,306 | +2,219 | $4.6M | +$1.1M | 8.8% |
| CI INVESTMENTS INC. | 6,634 | +2,053 | $1.1M | +$1.1M | 44.8% |
| ProShare Advisors LLC | 29,429 | +1,583 | $5.0M | +$1.1M | 5.7% |
| Oak Thistle LLC | 8,849 | +5,999 | $1.5M | +$1.1M | 210.5% |
| Candriam S.C.A. | 18,118 | +3,567 | $3.1M | +$1.0M | 24.5% |
| Skandinaviska Enskilda Banken AB (publ) | 32,801 | +344 | $5.6M | +$1.0M | 1.1% |
| DNB Asset Management AS | 31,246 | +658 | $5.3M | +$1.0M | 2.1% |
| Canada Post Corp Registered Pension Plan | 11,692 | +4,835 | $2.0M | +$1.0M | 70.5% |
| SANDLER CAPITAL MANAGEMENT | 10,790 | +4,948 | $1.8M | +$1.0M | 84.7% |
| Wealthfront Advisers LLC | 27,856 | +981 | $4.7M | +$973.0K | 3.6% |
| Investment Management Corp of Ontario | 11,113 | +4,555 | $1.9M | +$968.7K | 69.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,602 | +2,559 | $3.3M | +$945.3K | 15.0% |
| Vanguard Personalized Indexing Management, LLC | 24,474 | +1,366 | $4.1M | +$925.0K | 5.9% |
| Sequoia Financial Advisors, LLC | 10,554 | +4,208 | $1.8M | +$903.5K | 66.3% |
| ALLSTATE CORP | 8,889 | +4,554 | $1.5M | +$901.8K | 105.0% |
| Rockefeller Capital Management L.P. | 25,640 | +801 | $4.3M | +$881.5K | 3.2% |
| CARY STREET PARTNERS FINANCIAL LLC | 24,892 | +852 | $4.2M | +$866.1K | 3.5% |
| Howard Capital Management Inc. | 28,660 | +5 | $4.9M | +$861.1K | 0.0% |
| XTX Topco Ltd | 10,673 | +3,814 | $1.8M | +$852.2K | 55.6% |
| XPONANCE, INC. | 22,903 | +1,108 | $3.9M | +$842.0K | 5.1% |
| NEOS Investment Management LLC | 16,005 | +2,474 | $2.7M | +$825.4K | 18.3% |
| Harbour Capital Advisors, LLC | 16,372 | +1,779 | $2.9M | +$799.6K | 12.2% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 26,066 | +50 | $4.4M | +$789.5K | 0.2% |
| ADVISORY RESEARCH INC | 22,827 | +474 | $3.9M | +$751.4K | 2.1% |
| Van Hulzen Asset Management, LLC | 21,992 | +564 | $3.7M | +$738.9K | 2.6% |
| M. Kulyk & Associates, LLC | 22,197 | +300 | $3.8M | +$708.3K | 1.4% |
| BOOTHBAY FUND MANAGEMENT, LLC | 8,252 | +3,262 | $1.4M | +$702.5K | 65.4% |
| Erste Asset Management GmbH | 5,626 | +3,726 | $962.7K | +$697.8K | 196.1% |
| Rafferty Asset Management, LLC | 13,698 | +1,897 | $2.3M | +$675.7K | 16.1% |
| Advisors Asset Management, Inc. | 14,408 | +1,728 | $2.4M | +$673.5K | 13.6% |
| Generali Investments, Management Co LLC | 4,478 | +3,792 | $758.8K | +$663.1K | 552.8% |
| VCI Wealth Management LLC | 9,540 | +2,677 | $1.6M | +$659.6K | 39.0% |
| Curi Capital, LLC | 21,668 | +39 | $3.7M | +$655.7K | 0.2% |
| Pathstone Holdings, LLC | 18,191 | +688 | $3.1M | +$642.3K | 3.9% |
| HOWARD BAILEY SECURITIES, LLC | 16,821 | +5,619 | $2.2M | +$638.9K | 50.2% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 9,502 | +1,912 | $1.6M | +$638.5K | 25.2% |
| Concord Wealth Partners | 18,946 | +463 | $3.2M | +$633.2K | 2.5% |
| M&T Bank Corp | 9,712 | +2,322 | $1.6M | +$615.7K | 31.4% |
| Callan Family Office, LLC | 8,032 | +2,624 | $1.4M | +$607.0K | 48.5% |
| Compound Planning, Inc. | 5,522 | +3,148 | $935.7K | +$604.6K | 132.6% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18,886 | +27 | $3.2M | +$570.7K | 0.1% |
| Concord Asset Management, LLC/VA | 18,741 | +28 | $3.2M | +$566.5K | 0.1% |
| Inspire Investing, LLC | 15,967 | +564 | $2.7M | +$558.0K | 3.7% |
| US BANCORP \DE\ | 15,442 | +673 | $2.6M | +$557.4K | 4.5% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 17,944 | +25 | $3.0M | +$542.2K | 0.1% |
| Fulton Bank, N.A. | 9,791 | +1,457 | $1.7M | +$497.1K | 17.5% |
| Voleon Capital Management LP | 5,916 | +2,223 | $1.0M | +$487.6K | 60.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,258 | +2,494 | $721.5K | +$475.4K | 141.4% |
| STAR Financial Bank | 14,982 | +25 | $2.5M | +$453.2K | 0.2% |
| JONES FINANCIAL COMPANIES LLLP | 7,969 | +1,500 | $1.4M | +$447.1K | 23.2% |
| SUMMIT SECURITIES GROUP LLC | 2,704 | +2,465 | $458.2K | +$424.9K | 1031.4% |
| Kestra Advisory Services, LLC | 7,864 | +1,267 | $1.3M | +$412.8K | 19.2% |
| DENALI ADVISORS LLC | 5,017 | +1,806 | $850.1K | +$402.4K | 56.2% |
| Banco Santander, S.A. | 7,020 | +1,300 | $1.2M | +$392.0K | 22.7% |
| Crossmark Global Holdings, Inc. | 8,597 | +896 | $1.5M | +$383.0K | 11.6% |
| Prestige Wealth Management Group LLC | 5,983 | +2,964 | $803.3K | +$380.9K | 98.2% |
| Unison Advisors LLC | 12,283 | +41 | $2.1M | +$374.5K | 0.3% |
| Farther Finance Advisors, LLC | 5,981 | +1,343 | $1.0M | +$366.8K | 28.9% |
| Caprock Group, LLC | 6,279 | +844 | $1.1M | +$356.2K | 15.5% |
| DMC Group, LLC | 7,953 | +701 | $1.3M | +$336.5K | 9.7% |
| Kingsview Wealth Management, LLC | 7,579 | +761 | $1.3M | +$333.6K | 11.2% |
| Global Retirement Partners, LLC | 3,369 | +1,659 | $570.8K | +$332.4K | 97.0% |
| Allspring Global Investments Holdings, LLC | 6,856 | +627 | $1.2M | +$328.8K | 10.1% |
| Federation des caisses Desjardins du Quebec | 5,461 | +1,092 | $925.4K | +$316.2K | 25.0% |
| Merit Financial Group, LLC | 8,462 | +290 | $1.4M | +$294.6K | 3.5% |
| Atria Investments, Inc | 7,868 | +281 | $1.3M | +$275.3K | 3.7% |
| CIBC WORLD MARKET INC. | 8,943 | +45 | $1.5M | +$274.7K | 0.5% |
| Norinchukin Bank, The | 7,593 | +326 | $1.3M | +$273.4K | 4.5% |
| PKO Investment Management Joint-Stock Co | 5,300 | +800 | $898.1K | +$270.7K | 17.8% |
| Sowell Financial Services LLC | 8,106 | +190 | $1.4M | +$269.9K | 2.4% |
| TD PRIVATE CLIENT WEALTH LLC | 2,241 | +1,442 | $379.7K | +$268.3K | 180.5% |
| &PARTNERS | 6,543 | +467 | $1.1M | +$261.5K | 7.7% |
| HB Wealth Management, LLC | 6,602 | +452 | $1.1M | +$261.2K | 7.3% |
| First National Trust Co | 8,657 | +5 | $1.5M | +$260.6K | 0.1% |
| FIFTH THIRD BANCORP | 7,161 | +319 | $1.2M | +$259.5K | 4.7% |
| Forvis Mazars Wealth Advisors, LLC | 7,702 | +191 | $1.3M | +$257.8K | 2.5% |
| COMMERCE BANK | 7,215 | +214 | $1.2M | +$246.4K | 3.0% |
| GAMMA Investing LLC | 4,669 | +735 | $791.2K | +$242.6K | 18.7% |
| Wealthspire Advisors, LLC | 1,768 | +1,339 | $299.6K | +$239.8K | 312.1% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,763 | +643 | $807.1K | +$232.6K | 15.6% |
| CHESAPEAKE CAPITAL CORP /IL/ | 3,654 | +868 | $619.2K | +$230.7K | 31.1% |
| MGO ONE SEVEN LLC | 3,974 | +789 | $673.3K | +$229.2K | 24.8% |
| Savvy Advisors, Inc. | 5,816 | +362 | $985.6K | +$225.1K | 6.6% |
| Security Financial Services, INC. | 5,165 | +490 | $875.2K | +$223.4K | 10.5% |
| HARBOUR INVESTMENTS, INC. | 6,955 | +92 | $1.2M | +$221.6K | 1.3% |
| Lido Advisors, LLC | 10,450 | +205 | $1.6M | +$214.6K | 2.0% |
| Vise Technologies, Inc. | 3,284 | +771 | $556.5K | +$206.1K | 30.7% |
| B. Metzler seel. Sohn & Co. AG | 5,584 | +261 | $946.2K | +$204.0K | 4.9% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 6,399 | +53 | $1.1M | +$199.5K | 0.8% |
| TradeWell Securities, LLC. | 6,698 | +12 | $1.1M | +$192.3K | 0.2% |
| CHOREO, LLC | 3,123 | +602 | $534.2K | +$181.4K | 23.9% |
| HOHIMER WEALTH MANAGEMENT, LLC | 5,708 | +61 | $967.2K | +$179.8K | 1.1% |
| BLAIR WILLIAM & CO/IL | 2,285 | +796 | $387.2K | +$179.7K | 53.5% |
| WRIGHT INVESTORS SERVICE INC | 5,555 | +64 | $941.3K | +$175.7K | 1.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,845 | +195 | $821.0K | +$172.6K | 4.2% |
| VICTORY FINANCIAL GROUP, LLC | 2,859 | +582 | $484.5K | +$167.0K | 25.6% |
| BROWN ADVISORY INC | 5,208 | +39 | $882.6K | +$161.8K | 0.8% |
| Forum Financial Management, LP | 5,140 | +1 | $871.0K | +$154.5K | 0.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,134 | +861 | $192.2K | +$154.1K | 315.4% |
| GREENLEAF TRUST | 4,455 | +103 | $754.9K | +$148.1K | 2.4% |
| Crestwood Advisors Group, LLC | 4,420 | +90 | $749.0K | +$145.3K | 2.1% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 3,906 | +193 | $661.9K | +$144.2K | 5.2% |
| Resonant Capital Advisors, LLC | 4,066 | +156 | $690.8K | +$143.9K | 4.0% |
| MML INVESTORS SERVICES, LLC | 4,018 | +157 | $680.8K | +$142.5K | 4.1% |
| EVENTIDE ASSET MANAGEMENT, LLC | 3,411 | +230 | $583.3K | +$141.6K | 7.2% |
| Fielder Capital Group LLC | 3,358 | +246 | $569.0K | +$135.1K | 7.9% |
| TECTONIC ADVISORS LLC | 4,243 | +39 | $719.0K | +$132.8K | 0.9% |
| Gerber Kawasaki Wealth & Investment Management | 4,206 | +28 | $712.8K | +$130.2K | 0.7% |
| Apollon Wealth Management, LLC | 4,218 | +25 | $714.7K | +$130.0K | 0.6% |
| COOKSON PEIRCE & CO INC | 2,063 | +455 | $349.6K | +$125.4K | 28.3% |
| Brooklyn Investment Group | 2,189 | +257 | $378.3K | +$124.8K | 13.3% |
| Prospera Financial Services Inc | 4,035 | +16 | $685.2K | +$123.5K | 0.4% |
| Waverly Advisors, LLC | 2,152 | +412 | $364.6K | +$122.0K | 23.7% |
| Aptus Capital Advisors, LLC | 2,482 | +335 | $420.6K | +$121.2K | 15.6% |
| Limestone Investment Advisors LP | 2,600 | +300 | $440.6K | +$119.9K | 13.0% |
| Jacobi Capital Management LLC | 3,533 | +55 | $598.7K | +$113.8K | 1.6% |
| BURNEY CO/ | 3,725 | +13 | $631.2K | +$113.6K | 0.3% |
| BROWN BROTHERS HARRIMAN & CO | 1,101 | +576 | $186.6K | +$113.4K | 109.7% |
| AE Wealth Management LLC | 3,493 | +51 | $591.9K | +$112.0K | 1.5% |
| Vontobel Holding Ltd. | 3,701 | +1 | $627.1K | +$111.2K | 0.0% |
| Invst, LLC | 2,438 | +17 | $413.1K | +$103.2K | 0.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3,136 | +45 | $531.4K | +$100.4K | 1.4% |
| Ballentine Partners, LLC | 2,150 | +252 | $364.3K | +$99.7K | 13.3% |
| LORD, ABBETT & CO. LLC | 1,629,401 | +356,507 | $276.1K | +$98.6K | 28.0% |
| Beacon Pointe Advisors, LLC | 2,474 | +160 | $419.1K | +$96.5K | 6.9% |
| PRINCIPAL SECURITIES, INC. | 1,761 | +311 | $298.3K | +$96.2K | 21.4% |
| AdvisorNet Financial, Inc | 3,065 | +20 | $519.4K | +$94.8K | 0.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,079 | +190 | $353.3K | +$89.0K | 10.1% |
| OneAscent Financial Services LLC | 2,892 | +11 | $490.0K | +$88.3K | 0.4% |
| Pallas Capital Advisors LLC | 2,829 | +5 | $479.4K | +$85.6K | 0.2% |
| Signal Advisors Wealth, LLC | 2,732 | +2 | $463.0K | +$82.4K | 0.1% |
| Arkadios Wealth Advisors | 2,528 | +35 | $428.4K | +$80.8K | 1.4% |
| MARIPAU WEALTH MANAGEMENT LLC | 2,673 | +2 | $452.9K | +$80.4K | 0.1% |
| SYM FINANCIAL Corp | 2,620 | +9 | $444.0K | +$80.0K | 0.3% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 466 | +453 | $79.0K | +$77.2K | 3484.6% |
| Meeder Advisory Services, Inc. | 2,087 | +100 | $353.6K | +$76.6K | 5.0% |
| Parallel Advisors, LLC | 1,838 | +133 | $311.5K | +$73.8K | 7.8% |
| OneDigital Investment Advisors LLC | 1,776 | +143 | $300.9K | +$73.3K | 8.8% |
| Optas, LLC | 1,979 | +58 | $335.3K | +$67.5K | 3.0% |
| Dorsey & Whitney Trust CO LLC | 2,190 | +8 | $371.1K | +$66.9K | 0.4% |
| Advisory Alpha, LLC | 2,595 | +1 | $439.7K | +$65.2K | 0.0% |
| Ameritas Advisory Services, LLC | 1,747 | +86 | $296.0K | +$64.4K | 5.2% |
| CIBC Private Wealth Group LLC | 1,578 | +122 | $267.4K | +$64.4K | 8.4% |
| Quantum Financial Advisors, LLC | 2,066 | +1 | $350.1K | +$62.2K | 0.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 403 | +356 | $68.3K | +$61.7K | 757.4% |
| ROTHSCHILD INVESTMENT LLC | 1,982 | +15 | $335.9K | +$61.6K | 0.8% |
| Smartleaf Asset Management LLC | 1,701 | +38 | $290.9K | +$60.0K | 2.3% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,810 | +22 | $306.6K | +$57.4K | 1.2% |
| Parkside Financial Bank & Trust | 1,667 | +26 | $282.5K | +$53.7K | 1.6% |
| Lifeworks Advisors, LLC | 1,713 | +12 | $290.2K | +$53.1K | 0.7% |
| Checchi Capital Advisers, LLC | 1,647 | +15 | $279.1K | +$51.5K | 0.9% |
| Kathmere Capital Management, LLC | 1,616 | +6 | $273.8K | +$49.3K | 0.4% |
| Frank, Rimerman Advisors LLC | 1,584 | +6 | $268.4K | +$48.4K | 0.4% |
| MAI Capital Management | 1,243 | +4 | $210.6K | +$37.9K | 0.3% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 580 | +130 | $98.3K | +$35.5K | 28.9% |
| Quarry LP | 522 | +121 | $88.5K | +$32.5K | 30.2% |
| VAN ECK ASSOCIATES CORP | 277,190 | +158,254 | $47.0K | +$30.4K | 133.1% |
| Delos Wealth Advisors, LLC | 949 | +1 | $160.8K | +$28.6K | 0.1% |
| Versant Capital Management, Inc | 607 | +59 | $102.9K | +$26.4K | 10.8% |
| Sound Income Strategies, LLC | 160 | +150 | $27.8K | +$26.3K | 1500.0% |
| Root Financial Partners, LLC | 424 | +77 | $71.8K | +$23.5K | 22.2% |
| HUNTINGTON NATIONAL BANK | 747 | +3 | $126.6K | +$22.8K | 0.4% |
| MassMutual Private Wealth & Trust, FSB | 558 | +23 | $94.6K | +$20.0K | 4.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 546 | +16 | $92.5K | +$18.6K | 3.0% |
| Quent Capital, LLC | 597 | +2 | $101.2K | +$18.2K | 0.3% |
| UMB Bank, n.a. | 457 | +18 | $77.4K | +$16.2K | 4.1% |
| CYBER HORNET ETFs LLC | 425 | +17 | $72.0K | +$15.1K | 4.2% |
| JFS WEALTH ADVISORS, LLC | 228 | +42 | $38.7K | +$12.7K | 22.6% |
| SG Americas Securities, LLC | 66,768 | +61,805 | $11.3K | +$10.6K | 1245.3% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 303 | +2 | $51.3K | +$9.4K | 0.7% |
| PRIVATE TRUST CO NA | 214 | +18 | $36.3K | +$8.9K | 9.2% |
| CENTRAL TRUST Co | 195 | +19 | $33.1K | +$8.5K | 10.8% |
| Rakuten Securities, Inc. | 50 | +40 | $8.5K | +$7.1K | 400.0% |
| ORG Partners LLC | 41 | +21 | $6.9K | +$4.2K | 105.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 122,465 | +1,237 | $20.8K | +$3.8K | 1.0% |
| SJS Investment Consulting Inc. | 33 | +15 | $5.6K | +$3.1K | 83.3% |
| Valued Wealth Advisors LLC | 96 | +1 | $16.2K | +$2.9K | 1.1% |
| Mn Services Vermogensbeheer B.V. | 55,992 | +2,792 | $9.5K | +$2.1K | 5.2% |
| Daiwa Securities Group Inc. | 53,770 | +3,240 | $9.1K | +$2.1K | 6.4% |
| Fortitude Family Office, LLC | 57 | +2 | $9.7K | +$2.0K | 3.6% |
| Bay Harbor Wealth Management, LLC | 21 | +7 | $3.6K | +$1.6K | 50.0% |
| Wealth Preservation Advisors, LLC | 12 | +9 | $2.0K | +$1.6K | 300.0% |
| ELEVATION WEALTH PARTNERS, LLC | 12 | +7 | $2.0K | +$1.3K | 140.0% |
| DELPHI MANAGEMENT INC /MA/ | 8,161 | +6,526 | $1.4K | +$1.2K | 399.1% |
| AMALGAMATED BANK | 28,918 | +1,918 | $4.9K | +$1.1K | 7.1% |
| Dunhill Financial, LLC | 19 | +4 | $3.2K | +$1.1K | 26.7% |
| Rialto Wealth Management, LLC | 26 | +2 | $4.4K | +$1.1K | 8.3% |
| CoreCap Advisors, LLC | 28 | +2 | $4.7K | +$967 | 7.7% |
| Cambridge Investment Research Advisors, Inc. | 28,471 | +49 | $4.8K | +$861 | 0.2% |
| Retirement Wealth Solutions LLC | 7 | +2 | $1.2K | +$489 | 40.0% |
| CX Institutional | 12,154 | +244 | $2.1K | +$398 | 2.0% |
| American Capital Advisory, LLC | 7 | +1 | $1.2K | +$350 | 16.7% |
| Gulf International Bank (UK) Ltd | 7,752 | +130 | $1.3K | +$251 | 1.7% |
| PARK AVENUE SECURITIES LLC | 3,845 | +688 | $652 | +$212 | 21.8% |
| HANTZ FINANCIAL SERVICES, INC. | 2,343 | +331 | $397 | +$116 | 16.4% |
| VALLEY NATIONAL ADVISERS INC | 622 | +1 | $105 | +$19 | 0.2% |
| Roble, Belko & Company, Inc | 335 | +1 | $57 | +$10 | 0.3% |
| Penserra Capital Management LLC | 12 | +3 | $2 | +$1 | 33.3% |