13F QoQ Ownership Changes
STT-PG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 166 new · 342 added · 581 reduced · 92 exited
New Positions(166)
Added To(342)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 8,706,195 | +5,908,370 | $1.12B | +$798.6M | 211.2% |
| FMR LLC | 13,315,435 | +2,005,503 | $1.72B | +$405.8M | 17.7% |
| MILLENNIUM MANAGEMENT LLC | 3,015,800 | +2,804,397 | $389.1M | +$364.5M | 1326.6% |
| BlackRock, Inc. | 24,563,001 | +227,329 | $3.17B | +$345.7M | 0.9% |
| NORGES BANK | 2,352,399 | +756,613 | $303.5M | +$162.3M | 47.4% |
| FIRST TRUST ADVISORS LP | 3,582,977 | +835,331 | $462.2M | +$143.5M | 30.4% |
| MORGAN STANLEY | 5,222,382 | +433,201 | $673.7M | +$118.1M | 9.0% |
| GOLDMAN SACHS GROUP INC | 3,054,575 | +617,180 | $394.1M | +$111.3M | 25.3% |
| CIBC WORLD MARKET INC. | 823,763 | +790,467 | $106.3M | +$102.4M | 2374.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 2,829,271 | +377,568 | $367.0M | +$83.7M | 15.4% |
| CITADEL ADVISORS LLC | 1,055,969 | +520,659 | $136.2M | +$74.1M | 97.3% |
| Point72 Asset Management, L.P. | 516,286 | +500,886 | $66.6M | +$64.8M | 3252.5% |
| VICTORY CAPITAL MANAGEMENT INC | 4,559,546 | +1,074,174 | $588.2M | -$64.4M | 30.8% |
| FRANKLIN RESOURCES INC | 3,926,321 | +67,309 | $506.5M | +$58.9M | 1.7% |
| Caisse de depot et placement du Quebec | 759,214 | +398,501 | $97.9M | +$56.1M | 110.5% |
| PANAGORA ASSET MANAGEMENT INC | 833,197 | +354,106 | $107.5M | +$51.9M | 73.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 453,491 | +392,281 | $58.5M | +$51.4M | 640.9% |
| BANK OF AMERICA CORP /DE/ | 1,724,489 | +183,044 | $222.5M | +$43.7M | 11.9% |
| CANADA PENSION PLAN INVESTMENT BOARD | 556,379 | +204,242 | $71.8M | +$30.9M | 58.0% |
| FEDERATED HERMES, INC. | 1,236,389 | +108,781 | $159.5M | +$28.7M | 9.6% |
| JANE STREET GROUP, LLC | 358,362 | +206,540 | $46.2M | +$28.6M | 136.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,950,025 | +22,301 | $251.6M | +$27.9M | 1.1% |
| Robeco Institutional Asset Management B.V. | 866,620 | +142,031 | $111.8M | +$27.7M | 19.6% |
| SEI INVESTMENTS CO | 600,691 | +166,209 | $77.5M | +$27.1M | 38.3% |
| Voya Investment Management LLC | 929,296 | +110,200 | $119.4M | +$24.4M | 13.4% |
| THAMES CAPITAL MANAGEMENT LLC | 262,094 | +179,878 | $33.8M | +$24.3M | 218.8% |
| WELLS FARGO & COMPANY/MN | 490,510 | +143,113 | $63.3M | +$23.0M | 41.2% |
| Vest Financial, LLC | 453,872 | +127,528 | $58.6M | +$20.7M | 39.1% |
| MUFG Securities EMEA plc | 149,651 | +144,221 | $19.3M | +$18.7M | 2656.0% |
| BANK OF MONTREAL /CAN/ | 885,652 | +44,550 | $114.3M | +$16.7M | 5.3% |
| CREDIT AGRICOLE S A | 241,893 | +108,280 | $31.2M | +$15.7M | 81.0% |
| Quantinno Capital Management LP | 438,882 | +86,057 | $56.6M | +$15.7M | 24.4% |
| ALLIANCEBERNSTEIN L.P. | 420,287 | +72,772 | $54.2M | +$13.9M | 20.9% |
| Cerity Partners LLC | 188,973 | +97,784 | $24.4M | +$13.8M | 107.2% |
| RBF Capital, LLC | 192,000 | +96,000 | $24.8M | +$13.6M | 100.0% |
| CATALYST FINANCIAL PARTNERS LLC | 1,042,978 | +20 | $134.6M | +$13.6M | 0.0% |
| Walleye Capital LLC | 454,276 | +55,744 | $58.6M | +$12.4M | 14.0% |
| Trexquant Investment LP | 98,473 | +93,779 | $12.7M | +$12.2M | 1997.8% |
| STIFEL FINANCIAL CORP | 610,286 | +35,167 | $78.7M | +$12.0M | 6.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 594,355 | +26,645 | $76.7M | +$10.9M | 4.7% |
| Lighthouse Investment Partners, LLC | 114,851 | +79,582 | $14.8M | +$10.7M | 225.6% |
| ENVESTNET ASSET MANAGEMENT INC | 270,170 | +50,546 | $34.9M | +$9.4M | 23.0% |
| OAK ASSOCIATES LTD /OH/ | 71,117 | +1,907 | $9.2M | +$9.2M | 2.8% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 145,630 | +60,279 | $18.8M | +$8.9M | 70.6% |
| Capital Research Global Investors | 681,995 | +55 | $88.0M | +$8.9M | 0.0% |
| Focus Partners Wealth | 109,664 | +56,887 | $14.1M | +$8.0M | 107.8% |
| California Public Employees Retirement System | 543,740 | +6,739 | $70.1M | +$7.9M | 1.3% |
| DANSKE BANK A/S | 328,296 | +30,202 | $42.4M | +$7.8M | 10.1% |
| RAYMOND JAMES FINANCIAL INC | 502,994 | +8,848 | $65.0M | +$7.7M | 1.8% |
| D. E. Shaw & Co., Inc. | 292,110 | +32,709 | $37.7M | +$7.6M | 12.6% |
| Jump Financial, LLC | 164,388 | +44,885 | $21.2M | +$7.3M | 37.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 486,897 | +6,730 | $62.8M | +$7.1M | 1.4% |
| National Pension Service | 525,700 | +1,909 | $67.8M | +$7.1M | 0.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 248,775 | +29,857 | $32.1M | +$6.7M | 13.6% |
| Davis Selected Advisers | 143,773 | +39,988 | $18.5M | +$6.5M | 38.5% |
| Pacific Heights Asset Management LLC | 215,000 | +30,000 | $27.7M | +$6.3M | 16.2% |
| Allianz Asset Management GmbH | 362,481 | +9,986 | $46.8M | +$5.9M | 2.8% |
| NATIXIS | 122,917 | +36,625 | $15.9M | +$5.8M | 42.4% |
| Russell Investments Group, Ltd. | 256,004 | +16,871 | $33.1M | +$5.3M | 7.0% |
| AVIVA PLC | 244,511 | +17,300 | $31.5M | +$5.2M | 7.6% |
| JONES FINANCIAL COMPANIES LLLP | 225,989 | +17,389 | $29.2M | +$5.0M | 8.3% |
| Creative Planning | 80,779 | +34,004 | $10.4M | +$5.0M | 72.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 99,796 | +30,967 | $12.9M | +$4.9M | 45.0% |
| PNC Financial Services Group, Inc. | 302,950 | +7,807 | $39.1M | +$4.8M | 2.6% |
| Waverly Advisors, LLC | 40,201 | +36,386 | $5.2M | +$4.7M | 953.8% |
| PRINCIPAL FINANCIAL GROUP INC | 321,098 | +2,711 | $41.4M | +$4.5M | 0.8% |
| Korea Investment CORP | 299,514 | +2,872 | $38.6M | +$4.2M | 1.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 206,917 | +11,095 | $26.7M | +$4.0M | 5.7% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 217,133 | +9,113 | $28.0M | +$3.9M | 4.4% |
| CIBC Asset Management Inc | 72,068 | +24,431 | $9.3M | +$3.8M | 51.3% |
| L & S Advisors Inc | 119,699 | +18,321 | $15.4M | +$3.7M | 18.1% |
| Verity & Verity, LLC | 270,043 | +1,006 | $34.8M | +$3.6M | 0.4% |
| Sienna Gestion | 123,671 | +5,416 | $16.0M | +$3.5M | 4.6% |
| Rakuten Investment Management, Inc. | 36,929 | +24,336 | $4.9M | +$3.5M | 193.3% |
| Skandinaviska Enskilda Banken AB (publ) | 251,642 | +65 | $32.5M | +$3.3M | 0.0% |
| Corient Private Wealth LLC | 269,935 | +87,829 | $24.0M | +$2.9M | 48.2% |
| NISA INVESTMENT ADVISORS, LLC | 177,021 | +4,754 | $22.8M | +$2.9M | 2.8% |
| KLP KAPITALFORVALTNING AS | 214,199 | +200 | $27.6M | +$2.8M | 0.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 190,397 | +1,200 | $24.6M | +$2.6M | 0.6% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 86,041 | +12,350 | $11.1M | +$2.6M | 16.8% |
| Clean Yield Group | 19,199 | +18,969 | $2.5M | +$2.5M | 8247.4% |
| Brevan Howard Capital Management LP | 38,890 | +15,581 | $5.0M | +$2.3M | 66.8% |
| Banque Cantonale Vaudoise | 17,286 | +1,530 | $2.2M | +$2.2M | 9.7% |
| Empowered Funds, LLC | 43,375 | +13,979 | $5.6M | +$2.2M | 47.5% |
| Callan Family Office, LLC | 57,461 | +11,574 | $7.4M | +$2.1M | 25.2% |
| Candriam S.C.A. | 60,207 | +11,152 | $7.8M | +$2.1M | 22.7% |
| LPL Financial LLC | 143,103 | +1,775 | $18.5M | +$2.1M | 1.3% |
| Mirae Asset Global Investments Co., Ltd. | 76,561 | +8,299 | $9.9M | +$2.0M | 12.2% |
| Edgestream Partners, L.P. | 75,470 | +8,330 | $9.7M | +$1.9M | 12.4% |
| AlphaQuest LLC | 19,441 | +14,497 | $2.5M | +$1.9M | 293.2% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 137,749 | +209 | $17.8M | +$1.9M | 0.1% |
| Allied Investment Advisors, LLC | 128,053 | +1,268 | $16.5M | +$1.8M | 1.0% |
| Woodline Partners LP | 47,737 | +10,243 | $6.2M | +$1.8M | 27.3% |
| LBP AM SA | 67,749 | +7,870 | $8.7M | +$1.8M | 13.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 123,060 | +1,082 | $16.0M | +$1.7M | 0.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 50,260 | +9,270 | $6.5M | +$1.7M | 22.6% |
| Generali Asset Management SPA SGR | 26,712 | +11,768 | $3.4M | +$1.7M | 78.7% |
| Ethic Inc. | 68,631 | +6,628 | $8.9M | +$1.7M | 10.7% |
| PICTON MAHONEY ASSET MANAGEMENT | 12,512 | +12,498 | $1.6M | +$1.6M | 89271.4% |
| ALLSTATE CORP | 20,914 | +10,887 | $2.7M | +$1.5M | 108.6% |
| DAVENPORT & Co LLC | 18,803 | +10,783 | $2.4M | +$1.5M | 134.4% |
| BANK OF NOVA SCOTIA | 95,620 | +1,626 | $12.3M | +$1.4M | 1.7% |
| NEOS Investment Management LLC | 43,754 | +7,426 | $5.6M | +$1.4M | 20.4% |
| M&T Bank Corp | 78,879 | +3,405 | $10.2M | +$1.4M | 4.5% |
| Illinois Municipal Retirement Fund | 72,530 | +4,088 | $9.4M | +$1.4M | 6.0% |
| Farther Finance Advisors, LLC | 27,167 | +8,960 | $3.5M | +$1.4M | 49.2% |
| B. Metzler seel. Sohn & Co. AG | 31,018 | +7,989 | $4.0M | +$1.3M | 34.7% |
| NOMURA ASSET MANAGEMENT CO LTD | 97,659 | +291 | $12.6M | +$1.3M | 0.3% |
| ABN AMRO INVESTMENT SOLUTIONS | 42,562 | +6,419 | $5.5M | +$1.3M | 17.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 21,963 | +8,599 | $2.8M | +$1.3M | 64.3% |
| Arkadios Wealth Advisors | 51,328 | +5,270 | $6.6M | +$1.3M | 11.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68,906 | +351 | $9.3M | +$1.2M | 0.5% |
| Kestra Advisory Services, LLC | 28,088 | +7,268 | $3.6M | +$1.2M | 34.9% |
| Sterling Capital Management LLC | 34,294 | +6,460 | $4.4M | +$1.2M | 23.2% |
| Federation des caisses Desjardins du Quebec | 51,725 | +4,145 | $6.7M | +$1.2M | 8.7% |
| Czech National Bank | 73,651 | +1,598 | $9.5M | +$1.1M | 2.2% |
| XPONANCE, INC. | 62,860 | +2,559 | $8.1M | +$1.1M | 4.2% |
| Vanguard Personalized Indexing Management, LLC | 59,884 | +2,823 | $7.7M | +$1.1M | 4.9% |
| FIFTH THIRD BANCORP | 70,604 | +1,607 | $9.1M | +$1.1M | 2.3% |
| Tower Research Capital LLC (TRC) | 10,817 | +8,231 | $1.4M | +$1.1M | 318.3% |
| HighTower Advisors, LLC | 58,396 | +2,821 | $7.5M | +$1.1M | 5.1% |
| VIRTUS ADVISERS, LLC | 9,577 | +9,313 | $1.0M | +$1.0M | 3527.7% |
| Cetera Investment Advisers | 56,025 | +2,041 | $7.2M | +$965.1K | 3.8% |
| NewEdge Advisors, LLC | 32,357 | +4,441 | $4.2M | +$935.7K | 15.9% |
| Global Retirement Partners, LLC | 8,478 | +7,008 | $1.1M | +$923.2K | 476.7% |
| CAPTRUST FINANCIAL ADVISORS | 25,810 | +5,031 | $3.3M | +$919.2K | 24.2% |
| Curi Capital, LLC | 14,301 | +6,256 | $1.8M | +$911.7K | 77.8% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 69,191 | +21 | $8.9M | +$901.9K | 0.0% |
| AE Wealth Management LLC | 58,175 | +1,187 | $7.5M | +$894.0K | 2.1% |
| QRG CAPITAL MANAGEMENT, INC. | 38,692 | +3,266 | $5.0M | +$881.9K | 9.2% |
| Tredje AP-fonden | 34,356 | +3,330 | $4.4M | +$832.9K | 10.7% |
| Sequoia Financial Advisors, LLC | 15,876 | +5,102 | $2.0M | +$798.3K | 47.4% |
| JANUS HENDERSON GROUP PLC | 41,500 | +2,050 | $5.4M | +$778.0K | 5.2% |
| Metis Global Partners, LLC | 18,165 | +4,431 | $2.3M | +$750.2K | 32.3% |
| Investment Management Corp of Ontario | 40,793 | +1,874 | $5.3M | +$747.7K | 4.8% |
| BTC Capital Management, Inc. | 28,916 | +2,945 | $3.7M | +$715.3K | 11.3% |
| AlphaCore Capital LLC | 7,264 | +5,153 | $937.1K | +$692.2K | 244.1% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 25,555 | +3,049 | $3.3M | +$685.9K | 13.5% |
| &PARTNERS | 40,792 | +1,216 | $5.3M | +$672.6K | 3.1% |
| DMKC Advisory Services, LLC | 26,323 | +2,589 | $3.4M | +$642.5K | 10.9% |
| Assenagon Asset Management S.A. | 38,505 | +1,176 | $5.0M | +$637.0K | 3.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,096 | +660 | $5.0M | +$584.8K | 1.7% |
| Ransom Advisory, Ltd | 9,238 | +7,450 | $776.3K | +$568.9K | 416.7% |
| Providence Capital Advisors, LLC | 28,221 | +1,080 | $3.6M | +$492.2K | 4.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 36,272 | +159 | $4.7M | +$490.0K | 0.4% |
| J. Safra Sarasin Holding AG | 14,028 | +2,542 | $1.8M | +$477.3K | 22.1% |
| Rossmore Private Capital | 7,935 | +3,175 | $1.0M | +$471.5K | 66.7% |
| DENALI ADVISORS LLC | 12,831 | +2,500 | $1.7M | +$456.8K | 24.2% |
| CAPITAL FUND MANAGEMENT S.A. | 13,326 | +2,358 | $1.7M | +$446.8K | 21.5% |
| LaFleur & Godfrey LLC | 12,400 | +2,445 | $1.6M | +$444.8K | 24.6% |
| MML INVESTORS SERVICES, LLC | 16,457 | +1,851 | $2.1M | +$428.7K | 12.7% |
| Crestwood Advisors Group, LLC | 20,520 | +1,330 | $2.6M | +$421.1K | 6.9% |
| Eukles Asset Management | 32,157 | +22 | $4.1M | +$420.6K | 0.1% |
| Rockefeller Capital Management L.P. | 25,883 | +717 | $3.3M | +$419.8K | 2.8% |
| Compound Planning, Inc. | 7,455 | +2,403 | $961.8K | +$375.7K | 47.6% |
| BURNEY CO/ | 15,738 | +1,419 | $2.0M | +$369.2K | 9.9% |
| Wealthcare Advisory Partners LLC | 21,120 | +814 | $2.7M | +$369.0K | 4.0% |
| Guinness Asset Management LTD | 9,898 | +1,892 | $1.3M | +$364.8K | 23.6% |
| Moors & Cabot, Inc. | 18,952 | +994 | $2.4M | +$361.7K | 5.5% |
| Arjuna Capital | 25,139 | +95 | $3.2M | +$337.8K | 0.4% |
| Norinchukin Bank, The | 17,114 | +910 | $2.2M | +$328.1K | 5.6% |
| Meeder Advisory Services, Inc. | 8,486 | +1,731 | $1.1M | +$311.1K | 25.6% |
| Gotham Asset Management, LLC | 22,518 | +51 | $2.9M | +$298.6K | 0.2% |
| Canada Post Corp Registered Pension Plan | 9,886 | +1,510 | $1.3M | +$293.3K | 18.0% |
| Massachusetts Wealth Management | 21,625 | +41 | $2.8M | +$285.9K | 0.2% |
| SYON CAPITAL LLC | 11,457 | +1,180 | $1.5M | +$285.8K | 11.5% |
| Northwest & Ethical Investments L.P. | 12,185 | +1,055 | $1.6M | +$280.8K | 9.5% |
| Cullen/Frost Bankers, Inc. | 21,509 | +9 | $2.8M | +$280.6K | 0.0% |
| Advisory Services Network, LLC | 13,489 | +867 | $1.7M | +$275.9K | 6.9% |
| Aaron Wealth Advisors LLC | 11,408 | +1,090 | $1.5M | +$274.8K | 10.6% |
| Fisher Asset Management, LLC | 5,531 | +1,732 | $713.6K | +$272.9K | 45.6% |
| L2 Asset Management, LLC | 6,170 | +1,660 | $795.9K | +$272.7K | 36.8% |
| Merit Financial Group, LLC | 11,159 | +1,085 | $1.4M | +$270.9K | 10.8% |
| SUMMIT SECURITIES GROUP LLC | 3,479 | +1,851 | $448.8K | +$260.0K | 113.7% |
| Kera Capital Partners, Inc. | 3,972 | +1,664 | $519.8K | +$252.1K | 72.1% |
| ZACKS INVESTMENT MANAGEMENT | 16,903 | +232 | $2.2M | +$246.6K | 1.4% |
| Clearstead Advisors, LLC | 15,601 | +346 | $2.0M | +$242.9K | 2.3% |
| RITHOLTZ WEALTH MANAGEMENT | 5,498 | +1,442 | $709.3K | +$238.8K | 35.5% |
| CIBC Private Wealth Group LLC | 12,057 | +639 | $1.6M | +$230.9K | 5.6% |
| HB Wealth Management, LLC | 11,750 | +663 | $1.5M | +$229.6K | 6.0% |
| QUADRANT CAPITAL GROUP LLC | 12,035 | +624 | $1.6M | +$228.8K | 5.5% |
| Allspring Global Investments Holdings, LLC | 12,285 | +312 | $1.6M | +$228.1K | 2.6% |
| Orion Porfolio Solutions, LLC | 12,410 | +567 | $1.6M | +$227.1K | 4.8% |
| Kestra Investment Management, LLC | 7,976 | +973 | $1.0M | +$216.5K | 13.9% |
| Benin Management CORP | 11,210 | +600 | $1.4M | +$215.3K | 5.7% |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,934 | +175 | $1.9M | +$214.4K | 1.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 10,287 | +677 | $1.3M | +$212.3K | 7.0% |
| Vontobel Holding Ltd. | 14,279 | +189 | $1.8M | +$207.6K | 1.3% |
| Alamea Verwaltungs GmbH | 6,385 | +893 | $835.5K | +$198.4K | 16.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,940 | +479 | $1.4M | +$197.8K | 4.6% |
| Jacobi Capital Management LLC | 14,418 | +76 | $1.9M | +$196.3K | 0.5% |
| Polymer Capital Management (US) LLC | 7,247 | +860 | $934.9K | +$194.0K | 13.5% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 14,335 | +35 | $1.8M | +$190.4K | 0.2% |
| Caption Management, LLC | 9,710 | +500 | $1.3M | +$184.2K | 5.4% |
| Robbins Farley | 9,907 | +445 | $1.3M | +$180.4K | 4.7% |
| Vise Technologies, Inc. | 5,020 | +987 | $647.7K | +$179.9K | 24.5% |
| GAMMA Investing LLC | 7,074 | +673 | $912.6K | +$170.0K | 10.5% |
| Davis Capital Management | 1,286 | +1,283 | $165.9K | +$165.6K | 42766.7% |
| Ellevest, Inc. | 4,103 | +896 | $529.3K | +$157.3K | 27.9% |
| HUNTINGTON NATIONAL BANK | 11,624 | +1 | $1.5M | +$151.2K | 0.0% |
| Beacon Pointe Advisors, LLC | 4,146 | +832 | $534.9K | +$150.5K | 25.1% |
| Private Advisor Group, LLC | 8,457 | +340 | $1.1M | +$149.3K | 4.2% |
| Brookstone Capital Management | 8,521 | +294 | $1.1M | +$144.9K | 3.6% |
| CITIZENS FINANCIAL GROUP INC/RI | 9,673 | +147 | $1.2M | +$142.8K | 1.5% |
| ROTHSCHILD INVESTMENT LLC | 10,075 | +66 | $1.3M | +$138.6K | 0.7% |
| Inscription Capital, LLC | 8,727 | +203 | $1.1M | +$137.0K | 2.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,521 | +552 | $712.3K | +$135.8K | 11.1% |
| McAdam, LLC | 6,939 | +359 | $895.2K | +$131.9K | 5.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 10,036 | +7 | $1.3M | +$131.3K | 0.1% |
| MGO ONE SEVEN LLC | 3,694 | +706 | $476.6K | +$129.9K | 23.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,950 | +608 | $509.6K | +$121.9K | 18.2% |
| Valeo Financial Advisors, LLC | 4,094 | +589 | $528.2K | +$121.6K | 16.8% |
| SIGNATUREFD, LLC | 7,021 | +257 | $905.8K | +$121.1K | 3.8% |
| Welch Group, LLC | 8,683 | +30 | $1.1M | +$116.4K | 0.3% |
| Wedmont Private Capital | 6,498 | +85 | $860.6K | +$111.0K | 1.3% |
| Verdence Capital Advisors LLC | 8,060 | +106 | $1.0M | +$108.9K | 1.3% |
| Premier Path Wealth Partners, LLC | 3,467 | +530 | $447.2K | +$106.5K | 18.0% |
| Summit Financial, LLC | 2,856 | +573 | $368.5K | +$103.6K | 25.1% |
| Diversified Trust Co | 2,389 | +610 | $308.2K | +$101.8K | 34.3% |
| Parallel Advisors, LLC | 3,897 | +421 | $502.9K | +$99.5K | 12.1% |
| HARBOR INVESTMENT ADVISORY, LLC | 6,016 | +180 | $776.1K | +$99.1K | 3.1% |
| NOMURA HOLDINGS INC | 7,328 | +23 | $945.4K | +$97.9K | 0.3% |
| Busey Bank | 4,353 | +291 | $561.6K | +$90.3K | 7.2% |
| HUB Investment Partners, LLC | 2,935 | +447 | $378.6K | +$90.0K | 18.0% |
| Aptus Capital Advisors, LLC | 3,289 | +406 | $424.3K | +$89.9K | 14.1% |
| OPPENHEIMER & CO INC | 2,267 | +500 | $292.5K | +$87.5K | 28.3% |
| Fortis Capital Management LLC | 5,405 | +133 | $697.3K | +$85.7K | 2.5% |
| Optas, LLC | 2,658 | +433 | $342.9K | +$84.8K | 19.5% |
| Per Stirling Capital Management, LLC. | 6,136 | +41 | $791.6K | +$84.5K | 0.7% |
| LVW Advisors, LLC | 5,605 | +96 | $723.1K | +$84.0K | 1.7% |
| Lido Advisors, LLC | 15,810 | +39 | $1.9M | +$79.7K | 0.2% |
| Balboa Wealth Partners | 2,440 | +406 | $314.8K | +$78.8K | 20.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5,059 | +110 | $652.7K | +$78.5K | 2.2% |
| Ironwood Investment Counsel, LLC | 5,989 | +3 | $772.7K | +$78.1K | 0.1% |
| OFI INVEST ASSET MANAGEMENT | 1,820 | +583 | $199.9K | +$77.8K | 47.1% |
| Mayflower Financial Advisors, LLC | 5,276 | +49 | $680.6K | +$74.2K | 0.9% |
| CERTUITY, LLC | 2,577 | +350 | $332.5K | +$74.2K | 15.7% |
| Index Fund Advisors, Inc. | 5,662 | +1 | $730.5K | +$73.7K | 0.0% |
| Envestnet Portfolio Solutions, Inc. | 4,598 | +106 | $593.2K | +$72.1K | 2.4% |
| Essex Savings Bank | 3,885 | +185 | $501.2K | +$72.0K | 5.0% |
| Perigon Wealth Management, LLC | 4,387 | +117 | $566.1K | +$70.7K | 2.7% |
| Sage Mountain Advisors LLC | 3,358 | +206 | $433.2K | +$67.6K | 6.5% |
| Parkside Financial Bank & Trust | 4,763 | +27 | $614.5K | +$65.1K | 0.6% |
| Pallas Capital Advisors LLC | 3,789 | +136 | $488.8K | +$65.0K | 3.7% |
| Interchange Capital Partners, LLC | 2,481 | +272 | $319.9K | +$63.7K | 12.3% |
| Versant Capital Management, Inc | 2,440 | +267 | $314.8K | +$62.7K | 12.3% |
| Kingsview Wealth Management, LLC | 4,439 | +35 | $572.7K | +$61.8K | 0.8% |
| Prime Capital Investment Advisors, LLC | 3,268 | +154 | $421.6K | +$60.4K | 4.9% |
| CIDEL ASSET MANAGEMENT INC | 2,925 | +162 | $377.4K | +$56.8K | 5.9% |
| Modera Wealth Management, LLC | 3,233 | +113 | $417.1K | +$55.2K | 3.6% |
| Essex Financial Services, Inc. | 3,173 | +116 | $409.4K | +$54.7K | 3.8% |
| STEPHENS INC /AR/ | 3,618 | +34 | $466.7K | +$51.0K | 0.9% |
| PRIVATE TRUST CO NA | 3,348 | +58 | $431.9K | +$50.3K | 1.8% |
| Chicago Partners Investment Group LLC | 5,351 | +83 | $674.7K | +$49.4K | 1.6% |
| MATHER GROUP, LLC. | 2,245 | +167 | $289.6K | +$48.6K | 8.0% |
| Ascent Group, LLC | 2,315 | +118 | $298.7K | +$43.8K | 5.4% |
| Investment Advisory Group, LLC | 3,036 | +6 | $391.6K | +$40.1K | 0.2% |
| BostonPremier Wealth LLC | 2,942 | +14 | $379.6K | +$39.9K | 0.5% |
| Cornerstone Advisory, LLC | 2,736 | +30 | $353.0K | +$39.1K | 1.1% |
| SYM FINANCIAL Corp | 2,628 | +42 | $339.0K | +$39.0K | 1.6% |
| IHT Wealth Management, LLC | 2,426 | +54 | $313.2K | +$37.9K | 2.3% |
| Smartleaf Asset Management LLC | 2,563 | +32 | $334.1K | +$37.3K | 1.3% |
| Johnson Financial Group, Inc. | 1,039 | +204 | $134.0K | +$37.2K | 24.4% |
| ANGELES WEALTH MANAGEMENT, LLC | 2,234 | +49 | $288.2K | +$34.7K | 2.2% |
| Pinnacle Wealth Management Advisory Group, LLC | 2,195 | +53 | $283.2K | +$34.7K | 2.5% |
| Silicon Valley Capital Partners | 2,451 | +18 | $316.2K | +$34.0K | 0.7% |
| GHP Investment Advisors, Inc. | 2,350 | +16 | $303.2K | +$32.5K | 0.7% |
| Capital Investment Advisors, LLC | 2,251 | +26 | $290.4K | +$32.3K | 1.2% |
| Independence Bank of Kentucky | 2,226 | +26 | $287.2K | +$32.0K | 1.2% |
| CFS Investment Advisory Services, LLC | 1,946 | +58 | $251.1K | +$31.8K | 3.1% |
| Regent Peak Wealth Advisors LLC | 1,907 | +60 | $246.0K | +$31.8K | 3.2% |
| SG Americas Securities, LLC | 265,386 | +239,831 | $34.2K | +$31.3K | 938.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 660 | +193 | $85.1K | +$31.0K | 41.3% |
| Round Rock Advisors, LLC | 2,217 | +15 | $286.0K | +$30.6K | 0.7% |
| BECKER CAPITAL MANAGEMENT INC | 2,114 | +19 | $272.7K | +$29.7K | 0.9% |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,127 | +15 | $274.4K | +$29.4K | 0.7% |
| Frank, Rimerman Advisors LLC | 2,131 | +8 | $274.9K | +$28.6K | 0.4% |
| HRT FINANCIAL LP | 299,291 | +206,700 | $38.6K | +$27.9K | 223.2% |
| Quent Capital, LLC | 2,079 | +3 | $268.2K | +$27.3K | 0.1% |
| Stratos Wealth Partners, LTD. | 1,995 | +9 | $257.5K | +$27.0K | 0.5% |
| UMB Bank, n.a. | 1,650 | +45 | $212.9K | +$26.7K | 2.8% |
| Howard Capital Management Inc. | 1,904 | +10 | $245.6K | +$25.9K | 0.5% |
| DRIVE WEALTH MANAGEMENT, LLC | 1,870 | +10 | $241.3K | +$25.5K | 0.5% |
| Root Financial Partners, LLC | 559 | +157 | $72.1K | +$25.5K | 39.0% |
| EverSource Wealth Advisors, LLC | 1,297 | +64 | $167.3K | +$24.2K | 5.2% |
| Transamerica Financial Advisors, LLC | 344 | +151 | $44.4K | +$22.1K | 78.2% |
| Bridgewater Advisors Inc. | 1,844 | +31 | $234.0K | +$21.4K | 1.7% |
| CYBER HORNET ETFs LLC | 866 | +44 | $111.7K | +$16.4K | 5.3% |
| Rakuten Securities, Inc. | 111 | +97 | $14.3K | +$12.7K | 692.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 472,124 | +43,184 | $60.9K | +$11.4K | 10.1% |
| Marquette Asset Management, LLC | 101 | +81 | $13.0K | +$10.7K | 405.0% |
| CENTRAL TRUST Co | 581 | +7 | $75.0K | +$8.4K | 1.2% |
| Cornerstone Planning Group LLC | 75 | +67 | $9.6K | +$8.4K | 837.5% |
| JFS WEALTH ADVISORS, LLC | 191 | +47 | $24.6K | +$7.9K | 32.6% |
| HFM Investment Advisors, LLC | 57 | +49 | $7.4K | +$6.4K | 612.5% |
| SJS Investment Consulting Inc. | 332 | +18 | $42.8K | +$6.4K | 5.7% |
| Nemes Rush Group LLC | 163 | +32 | $21.0K | +$5.8K | 24.4% |
| ORG Partners LLC | 99 | +37 | $12.8K | +$5.6K | 59.7% |
| Annis Gardner Whiting Capital Advisors, LLC | 348 | +8 | $44.9K | +$5.5K | 2.4% |
| Triumph Capital Management | 54 | +35 | $7.0K | +$4.8K | 184.2% |
| Measured Wealth Private Client Group, LLC | 305 | +2 | $39.3K | +$4.2K | 0.7% |
| Bogart Wealth, LLC | 193 | +12 | $24.9K | +$3.9K | 6.6% |
| First Pacific Financial | 281 | +2 | $36.3K | +$3.9K | 0.7% |
| Bell Investment Advisors, Inc | 165 | +14 | $21.3K | +$3.8K | 9.3% |
| True Wealth Design, LLC | 256 | +3 | $33.0K | +$3.7K | 1.2% |
| Addison Advisors LLC | 186 | +10 | $24.0K | +$3.6K | 5.7% |
| ARMSTRONG ADVISORY GROUP, INC | 258 | +2 | $33.3K | +$3.6K | 0.8% |
| Handelsbanken Fonder AB | 104,004 | +18,899 | $13.4K | +$3.5K | 22.2% |
| SouthState Corp | 112 | +17 | $14.4K | +$3.4K | 17.9% |
| High Note Wealth, LLC | 71 | +19 | $9.2K | +$3.1K | 36.5% |
| North Star Investment Management Corp. | 148 | +8 | $19.1K | +$2.9K | 5.7% |
| AdvisorNet Financial, Inc | 143 | +7 | $18.5K | +$2.7K | 5.1% |
| Westfuller Advisors, LLC | 106 | +10 | $13.7K | +$2.5K | 10.4% |
| Investment Research & Advisory Group, Inc. | 144 | +1 | $19.0K | +$2.0K | 0.7% |
| Mn Services Vermogensbeheer B.V. | 111,197 | +3,278 | $14.3K | +$1.8K | 3.0% |
| ELEVATION WEALTH PARTNERS, LLC | 49 | +10 | $6.3K | +$1.8K | 25.6% |
| WINNOW WEALTH LLC | 24 | +12 | $3.1K | +$1.7K | 100.0% |
| Sunbelt Securities, Inc. | 82 | +3 | $10.6K | +$1.4K | 3.8% |
| Bay Harbor Wealth Management, LLC | 28 | +9 | $3.6K | +$1.4K | 47.4% |
| Turning Point Benefit Group, Inc. | 14 | +8 | $1.8K | +$1.1K | 133.3% |
| Abound Wealth Management | 45 | +3 | $5.8K | +$954 | 7.1% |
| Dunhill Financial, LLC | 36 | +3 | $4.7K | +$910 | 9.1% |
| NVWM, LLC | 20 | +5 | $2.6K | +$840 | 33.3% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 26,828 | +3,649 | $3.5K | +$772 | 15.7% |
| Daiwa Securities Group Inc. | 45,526 | +1,249 | $5.9K | +$736 | 2.8% |
| Rialto Wealth Management, LLC | 37 | +2 | $4.8K | +$713 | 5.7% |
| Thrivent Financial for Lutherans | 15,499 | +4,035 | $2.0K | +$667 | 35.2% |
| Dogwood Wealth Management LLC | 29 | +2 | $3.7K | +$609 | 7.4% |
| EVOLUTION WEALTH MANAGEMENT INC. | 8 | +4 | $980 | +$516 | 100.0% |
| WestEnd Advisors, LLC | 9 | +3 | $1.2K | +$465 | 50.0% |
| CWM, LLC | 25,406 | +639 | $3.3K | +$405 | 2.6% |
| Quaker Wealth Management, LLC | 5 | +2 | $646 | +$297 | 66.7% |
| BESSEMER GROUP INC | 16,640 | +649 | $2.1K | +$293 | 4.0% |
| PARK AVENUE SECURITIES LLC | 12,986 | +237 | $1.7K | +$196 | 1.9% |
| Cambridge Investment Research Advisors, Inc. | 11,194 | +324 | $1.4K | +$183 | 3.0% |
| AM INVESTMENT STRATEGIES LLC | 6,428 | +829 | $829 | +$179 | 14.8% |
| CX Institutional | 9,763 | +201 | $1.3K | +$151 | 2.1% |
| Harvest Fund Management Co., Ltd | 823 | +565 | $106 | +$76 | 219.0% |
| HANTZ FINANCIAL SERVICES, INC. | 1,088 | +334 | $140 | +$53 | 44.3% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2,104 | +15 | $271 | +$29 | 0.7% |
| Penserra Capital Management LLC | 117 | +93 | $14 | +$12 | 387.5% |
| Avion Wealth | 71 | +2 | $9 | +$1 | 2.9% |