13F QoQ Ownership Changes
STOHF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 67 new · 99 added · 177 reduced · 55 exited
New Positions(67)
Added To(99)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 8,326,960 | +1,935,619 | $196.8M | +$40.9M | 30.3% |
| CITIGROUP INC | 1,277,936 | +649,160 | $30.2M | +$14.9M | 103.2% |
| MILLENNIUM MANAGEMENT LLC | 716,474 | +528,070 | $16.9M | +$12.3M | 280.3% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 880,931 | +518,646 | $20.8M | +$12.0M | 143.2% |
| Jump Financial, LLC | 863,441 | +443,041 | $20.4M | +$10.2M | 105.4% |
| CI INVESTMENTS INC. | 301,056 | +16,672 | $7.1M | +$7.1M | 5.9% |
| EARNEST PARTNERS LLC | 4,288,512 | +401,424 | $101.3M | +$6.6M | 10.3% |
| NEW YORK STATE COMMON RETIREMENT FUND | 338,192 | +275,492 | $8.0M | +$6.3M | 439.4% |
| MORGAN STANLEY | 9,250,933 | +493,801 | $218.6M | +$5.1M | 5.6% |
| D. E. Shaw & Co., Inc. | 737,862 | +225,641 | $17.4M | +$4.9M | 44.0% |
| Squarepoint Ops LLC | 93,257 | +82,886 | $2.2M | +$2.0M | 799.2% |
| Optiver Holding B.V. | 609,323 | +97,524 | $14.4M | +$1.9M | 19.1% |
| Walleye Trading LLC | 193,531 | +77,803 | $4.6M | +$1.8M | 67.2% |
| SEI INVESTMENTS CO | 1,199,863 | +84,015 | $28.4M | +$1.1M | 7.5% |
| TUDOR INVESTMENT CORP ET AL | 68,711 | +34,811 | $1.6M | +$797.2K | 102.7% |
| QRG CAPITAL MANAGEMENT, INC. | 125,044 | +34,757 | $3.0M | +$753.6K | 38.5% |
| AMERICAN CENTURY COMPANIES INC | 431,332 | +44,116 | $10.2M | +$752.0K | 11.4% |
| Tower Research Capital LLC (TRC) | 378,848 | +40,253 | $9.0M | +$697.2K | 11.9% |
| BANK OF AMERICA CORP /DE/ | 16,287,863 | +527,921 | $384.9M | +$654.8K | 3.3% |
| BANK OF MONTREAL /CAN/ | 192,897 | +28,990 | $4.6M | +$562.1K | 17.7% |
| Quadrature Capital Ltd | 38,930 | +24,244 | $919.9K | +$561.9K | 165.1% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 200,125 | +25,608 | $4.7M | +$474.2K | 14.7% |
| TWO SIGMA ADVISERS, LP | 34,600 | +16,500 | $817.6K | +$376.3K | 91.2% |
| RHUMBLINE ADVISERS | 46,042 | +16,697 | $1.1M | +$372.5K | 56.9% |
| LOGAN CAPITAL MANAGEMENT INC | 251,463 | +22,542 | $5.9M | +$361.0K | 9.8% |
| DIMENSIONAL FUND ADVISORS LP | 146,870 | +18,788 | $3.5M | +$347.9K | 14.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,004 | +339 | $307.3K | +$307.0K | 2.7% |
| PZENA INVESTMENT MANAGEMENT LLC | 29,555 | +13,021 | $698.4K | +$295.3K | 78.8% |
| Quantinno Capital Management LP | 181,610 | +17,031 | $4.3M | +$279.0K | 10.3% |
| Verition Fund Management LLC | 624,523 | +10,523 | $14.8M | -$211.8K | 1.7% |
| NEUBERGER BERMAN GROUP LLC | 63,359 | +9,924 | $1.5M | +$194.4K | 18.6% |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 598,385 | +24,654 | $14.1M | +$152.3K | 4.3% |
| Harvest Portfolios Group Inc. | 77,102 | +7,921 | $1.8M | +$135.3K | 11.4% |
| JANE STREET GROUP, LLC | 447,322 | +8,501 | $10.6M | -$128.2K | 1.9% |
| IEQ CAPITAL, LLC | 44,682 | +6,247 | $1.1M | +$118.8K | 16.3% |
| KEATING INVESTMENT COUNSELORS INC | 248,975 | +3,175 | $5.9M | -$109.3K | 1.3% |
| PROFUND ADVISORS LLC | 27,151 | +5,237 | $641.6K | +$107.3K | 23.9% |
| New Millennium Group LLC | 6,950 | +4,597 | $164.2K | +$106.9K | 195.4% |
| GUGGENHEIM CAPITAL LLC | 55,964 | +6,104 | $1.3M | +$106.8K | 12.2% |
| RENAISSANCE TECHNOLOGIES LLC | 541,823 | +12,513 | $12.8M | -$101.3K | 2.4% |
| Columbia Asset Management | 12,885 | +4,250 | $304.5K | +$94.0K | 49.2% |
| Mutual Advisors, LLC | 12,779 | +4,433 | $302.0K | +$93.6K | 53.1% |
| OneAscent Investment Solutions LLC | 42,563 | +4,913 | $1.0M | +$87.9K | 13.0% |
| DRW Securities, LLC | 53,600 | +4,500 | $1.3M | +$84.0K | 9.2% |
| Sequoia Financial Advisors, LLC | 31,744 | +4,381 | $750.1K | +$83.0K | 16.0% |
| Perigon Wealth Management, LLC | 16,416 | +3,775 | $387.9K | +$79.7K | 29.9% |
| May Hill Capital, LLC | 12,398 | +3,557 | $293.0K | +$77.4K | 40.2% |
| SBI Securities Co., Ltd. | 13,412 | +3,521 | $316.9K | +$75.8K | 35.6% |
| Caitong International Asset Management Co., Ltd | 3,271 | +2,653 | $77.3K | +$62.2K | 429.3% |
| LPL Financial LLC | 119,540 | +1,490 | $2.8M | -$53.3K | 1.3% |
| AMERIPRISE FINANCIAL INC | 64,528 | +4,062 | $1.5M | +$50.6K | 6.7% |
| MML INVESTORS SERVICES, LLC | 27,290 | +2,910 | $644.9K | +$50.5K | 11.9% |
| R Squared Ltd | 28,612 | +2,551 | $676.1K | +$40.7K | 9.8% |
| SALT Holding Corp. | 22,000 | +1,864 | $519.9K | +$28.9K | 9.3% |
| UMB Bank, n.a. | 1,269 | +1,202 | $30.0K | +$28.4K | 1794.0% |
| Sowell Financial Services LLC | 11,298 | +1,505 | $267.0K | +$28.2K | 15.4% |
| Sound Income Strategies, LLC | 1,876 | +1,020 | $47.6K | +$27.0K | 119.2% |
| NATIONAL BANK OF CANADA /FI/ | 41,360 | +2,315 | $977.3K | +$25.8K | 5.9% |
| Inspire Investing, LLC | 11,154 | +1,350 | $263.6K | +$24.6K | 13.8% |
| Arax Advisory Partners | 2,377 | +1,046 | $56.2K | +$23.7K | 78.6% |
| CIBC Asset Management Inc | 12,093 | +1,155 | $285.8K | +$19.1K | 10.6% |
| Corient Private Wealth LLC | 50,278 | +844 | $1.2M | -$17.1K | 1.7% |
| TRUIST FINANCIAL CORP | 10,740 | +982 | $253.8K | +$15.9K | 10.1% |
| Global Retirement Partners, LLC | 1,318 | +610 | $31.2K | +$13.9K | 86.2% |
| Empowered Funds, LLC | 120,638 | +4,220 | $2.9M | +$12.4K | 3.6% |
| Unified Investment Management | 22,183 | +210 | $524.2K | -$11.5K | 0.9% |
| MISSION WEALTH MANAGEMENT, LP | 11,555 | +11 | $273.0K | -$8.4K | 0.1% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 11,390 | +30 | $269.1K | -$7.8K | 0.3% |
| FIFTH THIRD BANCORP | 576 | +305 | $13.6K | +$7.0K | 112.5% |
| Manchester Capital Management LLC | 1,835 | +332 | $43.4K | +$6.7K | 22.1% |
| West Family Investments, Inc. | 15,102 | +197 | $356.9K | -$6.5K | 1.3% |
| Linden Thomas Advisory Services, LLC | 26,533 | +554 | $627.0K | -$6.4K | 2.1% |
| TD Waterhouse Canada Inc. | 1,398 | +314 | $33.0K | +$6.3K | 29.0% |
| GAMMA Investing LLC | 6,148 | +445 | $145.3K | +$6.2K | 7.8% |
| LEUTHOLD GROUP, LLC | 9,788 | +64 | $231.3K | -$5.8K | 0.7% |
| Smartleaf Asset Management LLC | 5,548 | +30 | $130.9K | -$5.7K | 0.5% |
| TD Asset Management Inc | 9,711 | +501 | $229.5K | +$4.9K | 5.4% |
| HRT FINANCIAL LP | 502,165 | +189,664 | $11.9K | +$4.2K | 60.7% |
| MAI Capital Management | 281 | +175 | $6.6K | +$4.0K | 165.1% |
| Frazier Financial Advisors, LLC | 176 | +150 | $4.2K | +$3.5K | 576.9% |
| PRIVATE TRUST CO NA | 667 | +133 | $15.8K | +$2.7K | 24.9% |
| BLAIR WILLIAM & CO/IL | 14,837 | +389 | $350.6K | -$1.6K | 2.7% |
| Larson Financial Group LLC | 88 | +64 | $2.1K | +$1.5K | 266.7% |
| Root Financial Partners, LLC | 242 | +62 | $5.7K | +$1.3K | 34.4% |
| Bell Investment Advisors, Inc | 275 | +62 | $6.5K | +$1.3K | 29.1% |
| Independent Advisor Alliance | 21,468 | +701 | $507.3K | +$989 | 3.4% |
| Salomon & Ludwin, LLC | 161 | +33 | $3.9K | +$719 | 25.8% |
| Cambridge Investment Research Advisors, Inc. | 54,157 | +30,640 | $1.3K | +$707 | 130.3% |
| Bare Financial Services, Inc | 354 | +36 | $8.4K | +$612 | 11.3% |
| Retirement Wealth Solutions LLC | 58 | +26 | $1.4K | +$590 | 81.3% |
| Golden State Wealth Management, LLC | 309 | +3 | $7.3K | -$142 | 1.0% |
| PARK AVENUE SECURITIES LLC | 16,365 | +5,615 | $387 | +$125 | 52.2% |
| VAN ECK ASSOCIATES CORP | 25,732 | +5,559 | $608 | +$116 | 27.6% |
| Inspire Advisors, LLC | 22,610 | +699 | $534.3K | +$85 | 3.2% |
| Roxbury Financial LLC | 101 | +1 | $2.4K | -$47 | 1.0% |
| FOSTER & MOTLEY INC | 76,032 | +1,480 | $1.8K | -$21 | 2.0% |
| CWM, LLC | 3,051 | +522 | $72 | +$10 | 20.6% |
| BESSEMER GROUP INC | 2,958 | +405 | $70 | +$8 | 15.9% |
| CENTRAL TRUST Co | 55 | +2 | $1.3K | +$1 | 3.8% |
Reduced(177)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FOLKETRYGDFONDET | 104,239,574 | -1,206,934 | $2.74B | +$173.8M | -1.1% |
| JPMORGAN CHASE & CO | 199,093 | -2,087,235 | $4.7M | -$51.0M | -91.3% |
| FMR LLC | 1,592,683 | -1,377,554 | $37.6M | -$34.8M | -46.4% |
| UBS Group AG | 477,273 | -1,197,183 | $11.3M | -$29.5M | -71.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,848,260 | -1,004,188 | $67.3M | -$26.6M | -26.1% |
| BlackRock, Inc. | 1,296,013 | -714,551 | $30.6M | -$18.4M | -35.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,854,309 | -661,838 | $43.8M | -$17.5M | -26.3% |
| BNP PARIBAS FINANCIAL MARKETS | 110,280 | -656,471 | $4.7M | -$14.0M | -85.6% |
| Royal Bank of Canada | 120,864 | -503,720 | $2.9M | -$13.0M | -80.6% |
| ABC ARBITRAGE SA | 38,085 | -477,459 | $899.9K | -$11.7M | -92.6% |
| MIRABELLA FINANCIAL SERVICES LLP | 300,000 | -29,673,607 | $7.1M | -$8.1M | -99.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 760,200 | -289,500 | $18.0M | -$7.6M | -27.6% |
| PEAK6 LLC | 40,568 | -251,549 | $958.6K | -$6.2M | -86.1% |
| HighTower Advisors, LLC | 113,255 | -224,496 | $2.7M | -$5.6M | -66.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 540,335 | -182,481 | $12.8M | -$4.9M | -25.2% |
| Bridgewater Associates, LP | 154,964 | -129,656 | $3.7M | -$3.3M | -45.5% |
| CAPITAL FUND MANAGEMENT S.A. | 202,180 | -119,907 | $4.8M | -$3.1M | -37.2% |
| Fisher Asset Management, LLC | 1,778,054 | -49,248 | $42.0M | -$2.5M | -2.7% |
| NORTHERN TRUST CORP | 732,579 | -78,185 | $17.3M | -$2.5M | -9.6% |
| RITHOLTZ WEALTH MANAGEMENT | 202,025 | -94,103 | $4.8M | -$2.4M | -31.8% |
| CIBC Private Wealth Group LLC | 808,257 | -68,934 | $19.1M | -$2.3M | -7.8% |
| Y-Intercept (Hong Kong) Ltd | 227,847 | -57,250 | $5.4M | -$1.6M | -20.1% |
| CITADEL ADVISORS LLC | 802,756 | -36,756 | $19.0M | -$1.5M | -4.4% |
| Brooklyn Investment Group | 35,093 | -50,245 | $818.7K | -$1.3M | -58.9% |
| Invesco Ltd. | 72,122 | -49,033 | $1.7M | -$1.2M | -40.5% |
| Caprock Group, LLC | 55,642 | -46,542 | $1.3M | -$1.2M | -45.5% |
| Aquatic Capital Management LLC | 229,355 | -41,275 | $5.4M | -$1.2M | -15.3% |
| Advisors Preferred, LLC | 10,490 | -35,025 | $257.5K | -$861.2K | -77.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 58,521 | -25,343 | $1.4M | -$661.8K | -30.2% |
| Creative Planning | 154,898 | -18,979 | $3.7M | -$578.9K | -10.9% |
| STIFEL FINANCIAL CORP | 50,436 | -21,896 | $1.2M | -$571.7K | -30.3% |
| US BANCORP \DE\ | 33,206 | -20,804 | $784.7K | -$532.1K | -38.5% |
| Tidal Investments LLC | 54,896 | -19,579 | $1.3M | -$518.5K | -26.3% |
| Advisors Asset Management, Inc. | 83,770 | -18,160 | $2.0M | -$505.6K | -17.8% |
| Vanguard Personalized Indexing Management, LLC | 54,054 | -18,601 | $1.3M | -$494.1K | -25.6% |
| NewEdge Advisors, LLC | 453 | -19,515 | $10.7K | -$476.1K | -97.7% |
| ENVESTNET ASSET MANAGEMENT INC | 148,555 | -14,327 | $3.5M | -$460.7K | -8.8% |
| HENNESSY ADVISORS INC | 204,800 | -11,400 | $4.8M | -$431.5K | -5.3% |
| Parvin Asset Management, LLC | 4,975 | -17,015 | $117.6K | -$418.6K | -77.4% |
| FIRST TRUST ADVISORS LP | 13,060 | -16,147 | $308.6K | -$403.5K | -55.3% |
| Russell Investments Group, Ltd. | 24,206 | -15,478 | $572.0K | -$395.5K | -39.0% |
| Crossmark Global Holdings, Inc. | 72,615 | -12,722 | $1.7M | -$364.6K | -14.9% |
| Vident Advisory, LLC | 99,038 | -10,948 | $2.3M | -$341.2K | -9.9% |
| Rodgers Brothers Inc. | 12,300 | -12,600 | $290.6K | -$316.4K | -50.6% |
| Rockefeller Capital Management L.P. | 12,999 | -11,269 | $307.2K | -$284.5K | -46.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 14,412 | -10,973 | $340.6K | -$278.3K | -43.2% |
| GABELLI FUNDS LLC | 367,500 | 0 | $8.7M | -$275.6K | 0.0% |
| Manske Wealth Management | 10,160 | -10,671 | $240.1K | -$275.6K | -51.2% |
| Kathmere Capital Management, LLC | 15,011 | -10,727 | $354.7K | -$272.8K | -41.7% |
| Drum Hill Capital, LLC | 169,584 | -5,784 | $4.0M | -$268.2K | -3.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 72,401 | -8,281 | $1.7M | -$256.2K | -10.3% |
| Cetera Investment Advisers | 95,932 | -6,947 | $2.3M | -$241.3K | -6.8% |
| QUADRANT CAPITAL GROUP LLC | 45,537 | -8,441 | $1.1M | -$239.9K | -15.6% |
| EAGLE GLOBAL ADVISORS LLC | 123,000 | -6,000 | $2.9M | -$238.5K | -4.7% |
| Gallacher Capital Management LLC | 19,180 | -8,973 | $453.2K | -$233.1K | -31.9% |
| Mariner, LLC | 53,192 | -7,448 | $1.3M | -$221.5K | -12.3% |
| WELLS FARGO & COMPANY/MN | 177,886 | -3,314 | $4.2M | -$214.2K | -1.8% |
| Bank of New York Mellon Corp | 24,010 | -7,768 | $567.4K | -$207.4K | -24.4% |
| Hollow Brook Wealth Management LLC | 83,664 | -5,646 | $2.0M | -$200.4K | -6.3% |
| Farther Finance Advisors, LLC | 11,712 | -7,572 | $276.8K | -$193.4K | -39.3% |
| AQR CAPITAL MANAGEMENT LLC | 40,471 | -5,529 | $956.3K | -$165.1K | -12.0% |
| Callan Family Office, LLC | 23,433 | -4,823 | $553.7K | -$135.2K | -17.1% |
| AlphaCore Capital LLC | 11,431 | -5,056 | $270.1K | -$131.8K | -30.7% |
| SIGNATUREFD, LLC | 22,804 | -4,336 | $538.9K | -$122.8K | -16.0% |
| Checchi Capital Advisers, LLC | 23,403 | -4,223 | $553.0K | -$120.5K | -15.3% |
| M&T Bank Corp | 11,735 | -4,530 | $276.9K | -$119.7K | -27.9% |
| PNC Financial Services Group, Inc. | 33,487 | -3,844 | $791.3K | -$118.8K | -10.3% |
| Dynasty Wealth Management, LLC | 14,358 | -4,262 | $339.3K | -$114.7K | -22.9% |
| RAYMOND JAMES FINANCIAL INC | 61,761 | -2,583 | $1.5M | -$109.3K | -4.0% |
| SIMPLEX TRADING, LLC | 4,637 | -20,128 | $109.6K | +$109.0K | -81.3% |
| TD PRIVATE CLIENT WEALTH LLC | 3,561 | -3,776 | $84.1K | -$94.7K | -51.5% |
| Parallel Advisors, LLC | 6,248 | -3,625 | $147.7K | -$93.1K | -36.7% |
| Pathstone Holdings, LLC | 38,069 | -2,333 | $899.6K | -$85.4K | -5.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,423 | -1,999 | $357.4K | -$85.0K | -11.5% |
| Legacy Wealth Asset Management, LLC | 22,399 | -2,406 | $529.3K | -$75.5K | -9.7% |
| Orion Porfolio Solutions, LLC | 53,729 | -1,396 | $1.3M | -$74.3K | -2.5% |
| Vise Technologies, Inc. | 47,591 | -1,449 | $1.1M | -$71.0K | -3.0% |
| Brucke Financial, Inc. | 12,036 | -2,623 | $284.4K | -$66.8K | -17.9% |
| Naviter Wealth, LLC | 9,501 | -2,360 | $224.5K | -$64.7K | -19.9% |
| HM PAYSON & CO | 2,474 | -2,474 | $58.5K | -$64.1K | -50.0% |
| Quantbot Technologies LP | 4,710 | -2,284 | $111.3K | -$59.2K | -32.6% |
| INTRUST BANK NA | 34,073 | -1,247 | $805.1K | -$56.0K | -3.5% |
| Ipswich Investment Management Co., Inc. | 54,796 | -600 | $1.3M | -$55.7K | -1.1% |
| BROWN ADVISORY INC | 10,727 | -1,866 | $253.5K | -$53.5K | -14.8% |
| OSAIC HOLDINGS, INC. | 20,986 | -1,094 | $495.8K | -$46.9K | -5.0% |
| Summit Trail Advisors, LLC | 20,881 | -1,087 | $493.4K | -$42.2K | -4.9% |
| Cresset Asset Management, LLC | 26,873 | -865 | $635.0K | -$41.2K | -3.1% |
| JONES FINANCIAL COMPANIES LLLP | 12,400 | -643 | $293.0K | -$40.1K | -4.9% |
| EverSource Wealth Advisors, LLC | 3,961 | -1,421 | $93.6K | -$37.6K | -26.4% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 25,411 | -639 | $600.5K | -$34.6K | -2.5% |
| Freestone Capital Holdings, LLC | 39,574 | -97 | $935.1K | -$32.0K | -0.2% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 12,636 | -875 | $298.6K | -$30.8K | -6.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23,198 | -524 | $548.2K | -$30.2K | -2.2% |
| IHT Wealth Management, LLC | 15,640 | -662 | $369.6K | -$27.9K | -4.1% |
| Hillsdale Investment Management Inc. | 18,550 | -520 | $438.3K | -$26.6K | -2.7% |
| Integrated Wealth Concepts LLC | 14,500 | -575 | $342.6K | -$24.9K | -3.8% |
| Cerity Partners LLC | 29,010 | 0 | $685.5K | -$21.8K | 0.0% |
| Forum Financial Management, LP | 27,229 | 0 | $643.4K | -$20.4K | 0.0% |
| Ethic Inc. | 14,386 | -383 | $339.9K | -$20.1K | -2.6% |
| BANK OF NOVA SCOTIA | 10,450 | -500 | $246.9K | -$20.0K | -4.6% |
| WealthTrust Axiom LLC | 26,250 | 0 | $620.3K | -$19.7K | 0.0% |
| Versant Capital Management, Inc | 10,661 | -449 | $251.9K | -$18.9K | -4.0% |
| Costello Asset Management, INC | 3,140 | -673 | $74.2K | -$18.8K | -17.6% |
| CHOREO, LLC | 9,989 | -417 | $235.7K | -$18.0K | -4.0% |
| Blue Trust, Inc. | 15,135 | -178 | $357.6K | -$15.7K | -1.2% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 10,457 | -316 | $247.1K | -$15.5K | -2.9% |
| Cherokee Insurance Co | 18,944 | 0 | $447.6K | -$14.2K | 0.0% |
| Glen Eagle Advisors, LLC | 95 | -500 | $2.3K | -$12.2K | -84.0% |
| TODD ASSET MANAGEMENT LLC | 15,944 | 0 | $376.8K | -$12.0K | 0.0% |
| Inscription Capital, LLC | 9,730 | -175 | $229.9K | -$11.6K | -1.8% |
| CAPTRUST FINANCIAL ADVISORS | 15,055 | -11 | $355.8K | -$11.6K | -0.1% |
| MATHER GROUP, LLC. | 14,729 | -20 | $348.0K | -$11.5K | -0.1% |
| Penney Financial, LLC | 13,297 | 0 | $314.2K | -$10.0K | 0.0% |
| Gotham Asset Management, LLC | 10,394 | -72 | $245.6K | -$9.6K | -0.7% |
| Grove Bank & Trust | 2,436 | -308 | $57.6K | -$9.3K | -11.2% |
| Investors Research Corp | 12,108 | 0 | $286.1K | -$9.1K | 0.0% |
| HARBOUR INVESTMENTS, INC. | 113 | -357 | $2.7K | -$8.8K | -76.0% |
| Lantern Wealth Advisors, LLC | 11,675 | 0 | $275.9K | -$8.8K | 0.0% |
| Union Bancaire Privee, UBP SA | 5,100 | 0 | $102.4K | -$8.7K | 0.0% |
| State of Wyoming | 4,296 | -210 | $101.5K | -$8.3K | -4.7% |
| Steward Partners Investment Advisory, LLC | 10,447 | 0 | $246.9K | -$7.8K | 0.0% |
| GRANDFIELD & DODD, LLC | 10,000 | 0 | $236.3K | -$7.5K | 0.0% |
| CoreCommodity Management, LLC | 9,561 | 0 | $225.9K | -$7.2K | 0.0% |
| Seed Wealth Management, Inc. | 9,260 | 0 | $218.8K | -$6.9K | 0.0% |
| JOHNSON INVESTMENT COUNSEL INC | 8,849 | 0 | $209.1K | -$6.6K | 0.0% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 11,453 | 0 | $284.5K | +$5.3K | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,079 | -95 | $72.8K | -$4.6K | -3.0% |
| ASSETMARK, INC | 450 | -164 | $10.6K | -$4.3K | -26.7% |
| Wilmington Savings Fund Society, FSB | 453 | -146 | $10.7K | -$3.9K | -24.4% |
| True Wealth Design, LLC | 93 | -155 | $2.2K | -$3.8K | -62.5% |
| Bruce G. Allen Investments, LLC | 2,419 | -83 | $57.2K | -$3.8K | -3.3% |
| WESTPAC BANKING CORP | 4,917 | 0 | $116.2K | -$3.7K | 0.0% |
| Cromwell Holdings LLC | 2,743 | 0 | $64.8K | -$2.1K | 0.0% |
| Rakuten Securities, Inc. | 683 | -61 | $16.1K | -$2.0K | -8.2% |
| Physician Wealth Advisors, Inc. | 35 | -74 | $828 | -$1.8K | -67.9% |
| ROTHSCHILD INVESTMENT LLC | 610 | -43 | $14.4K | -$1.5K | -6.6% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,960 | 0 | $46.3K | -$1.5K | 0.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,620 | 0 | $38.3K | -$1.2K | 0.0% |
| Strategic Advocates LLC | 1,000 | 0 | $23.6K | -$780 | 0.0% |
| Asset Dedication, LLC | 750 | 0 | $17.7K | -$562 | 0.0% |
| Parkside Financial Bank & Trust | 660 | 0 | $15.6K | -$495 | 0.0% |
| HANTZ FINANCIAL SERVICES, INC. | 21,633 | -15,979 | $511 | -$406 | -42.5% |
| Dunhill Financial, LLC | 533 | 0 | $12.6K | -$400 | 0.0% |
| NATIXIS ADVISORS, LLC | 69,262 | -14,249 | $1.6K | -$399 | -17.1% |
| TRUST CO OF VERMONT | 500 | 0 | $11.8K | -$375 | 0.0% |
| Vermillion Wealth Management, Inc. | 389 | 0 | $9.2K | -$292 | 0.0% |
| JFS WEALTH ADVISORS, LLC | 374 | 0 | $8.8K | -$281 | 0.0% |
| REDMONT WEALTH ADVISORS LLC | 171 | 0 | $4.0K | -$258 | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 300 | 0 | $7.1K | -$225 | 0.0% |
| Pandora Wealth, Inc. | 250 | 0 | $5.9K | -$187 | 0.0% |
| Anfield Capital Management, LLC | 224 | 0 | $5.3K | -$168 | 0.0% |
| American Capital Advisory, LLC | 6 | -6 | $142 | -$151 | -50.0% |
| MOTCO | 200 | 0 | $4.7K | -$150 | 0.0% |
| Millstone Evans Group, LLC | 200 | 0 | $4.7K | -$150 | 0.0% |
| Davis Capital Management | 200 | 0 | $4.7K | -$150 | 0.0% |
| Sunbelt Securities, Inc. | 184 | 0 | $4.3K | -$138 | 0.0% |
| Euro Pacific Asset Management, LLC | 318,372 | -1,420 | $7.8K | -$134 | -0.4% |
| Janney Montgomery Scott LLC | 10,526 | -5,108 | $249 | -$132 | -32.7% |
| AdvisorNet Financial, Inc | 177 | 0 | $4.2K | -$132 | 0.0% |
| Geneos Wealth Management Inc. | 147 | 0 | $3.5K | -$110 | 0.0% |
| Wealth Preservation Advisors, LLC | 93 | 0 | $2.2K | -$69 | 0.0% |
| Quent Capital, LLC | 60 | 0 | $1.4K | -$45 | 0.0% |
| Federation des caisses Desjardins du Quebec | 56 | 0 | $1.3K | -$42 | 0.0% |
| Cornerstone Planning Group LLC | 17 | 0 | $446 | +$39 | 0.0% |
| WEDBUSH SECURITIES INC | 15,856 | -1,043 | $375 | -$37 | -6.2% |
| NFJ INVESTMENT GROUP, LLC | 42 | 0 | $992 | -$32 | 0.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 33 | 0 | $780 | -$25 | 0.0% |
| ALBION FINANCIAL GROUP /UT | 33 | 0 | $780 | -$25 | 0.0% |
| Banco de Sabadell, S.A | 23,101 | -237 | $544 | -$24 | -1.0% |
| Turning Point Benefit Group, Inc. | 19 | 0 | $448 | -$19 | 0.0% |
| BROWN, LISLE/CUMMINGS, INC. | 25 | 0 | $587 | -$19 | 0.0% |
| Abound Wealth Management | 18 | 0 | $426 | -$13 | 0.0% |
| Wealthspire Advisors, LLC | 0 | 0 | $0 | -$9 | — |
| Analyst IMS Investment Management Services Ltd. | 9,020 | 0 | $213 | -$7 | 0.0% |
| Creekmur Asset Management LLC | 0 | 0 | $0 | -$2 | — |
| GW&K Investment Management, LLC | 130 | 0 | $3 | $0 | 0.0% |
| Navigoe, LLC | 531 | 0 | $12 | $0 | 0.0% |