13F QoQ Ownership Changes
SWK Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 112 new · 227 added · 378 reduced · 86 exited
New Positions(112)
Added To(227)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Great Hill Capital LLC | 2,781,498 | +935,074 | $298.9M | +$161.6M | 50.6% |
| Alyeska Investment Group, L.P. | 1,191,540 | +1,171,995 | $88.5M | +$87.1M | 5996.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,715,875 | +957,025 | $276.0M | +$70.9M | 34.7% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 765,835 | +669,956 | $56.9M | +$49.8M | 698.8% |
| DIMENSIONAL FUND ADVISORS LP | 4,884,278 | +555,103 | $362.8M | +$41.0M | 12.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 359,565 | +349,928 | $26.7M | +$26.0M | 3631.1% |
| NORGES BANK | 1,803,457 | +357,410 | $134.0M | -$25.3M | 24.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 335,759 | +16,221 | $24.9M | +$24.9M | 5.1% |
| D. E. Shaw & Co., Inc. | 690,661 | +295,366 | $51.3M | +$21.9M | 74.7% |
| Invesco Ltd. | 3,328,893 | +294,887 | $247.3M | +$21.8M | 9.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,041,089 | +203,200 | $299.6M | +$14.9M | 5.3% |
| AQR CAPITAL MANAGEMENT LLC | 509,631 | +168,480 | $37.9M | +$12.6M | 49.4% |
| STATE STREET CORP | 8,884,649 | +174,054 | $660.0M | +$12.5M | 2.0% |
| Sound Income Strategies, LLC | 119,338 | +118,438 | $10.1M | +$10.0M | 13159.8% |
| Clean Energy Transition LLP | 2,936,073 | +136,855 | $218.1M | +$10.0M | 4.9% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3,228,247 | +124,306 | $239.8M | +$9.1M | 4.0% |
| Bank of New York Mellon Corp | 1,282,758 | +121,795 | $95.3M | +$9.0M | 10.5% |
| MUFG Securities EMEA plc | 85,546 | +82,583 | $6.4M | +$6.1M | 2787.1% |
| Capital Research Global Investors | 12,856,517 | +88,402 | $955.0M | +$5.9M | 0.7% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 269,912 | +70,941 | $20.0M | +$5.3M | 35.6% |
| Man Group plc | 84,988 | +70,606 | $6.3M | +$5.2M | 490.9% |
| CITIGROUP INC | 188,694 | +58,847 | $14.0M | +$4.4M | 45.3% |
| Walleye Trading LLC | 149,700 | +57,500 | $11.1M | +$4.3M | 62.4% |
| Schonfeld Strategic Advisors LLC | 62,586 | +54,431 | $4.6M | +$4.0M | 667.5% |
| Amundi | 238,229 | +54,512 | $17.7M | +$4.0M | 29.7% |
| DANSKE BANK A/S | 49,909 | +48,909 | $3.7M | +$3.6M | 4890.9% |
| Russell Investments Group, Ltd. | 369,996 | +46,593 | $27.5M | +$3.4M | 14.4% |
| Cerity Partners LLC | 56,806 | +44,482 | $4.2M | +$3.3M | 360.9% |
| PEAK6 LLC | 294,884 | +42,070 | $21.9M | +$3.1M | 16.6% |
| IEQ CAPITAL, LLC | 59,208 | +36,320 | $4.4M | +$2.7M | 158.7% |
| Concurrent Investment Advisors, LLC | 45,517 | +35,389 | $3.4M | +$2.6M | 349.4% |
| Douglas Lane & Associates, LLC | 106,850 | +34,365 | $7.9M | +$2.5M | 47.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,642,324 | +25,903 | $122.0M | +$1.8M | 1.6% |
| SEI INVESTMENTS CO | 172,128 | +20,381 | $12.8M | +$1.5M | 13.4% |
| AlphaQuest LLC | 19,775 | +15,964 | $1.5M | +$1.2M | 418.9% |
| Blueshift Asset Management, LLC | 21,005 | +15,928 | $1.6M | +$1.2M | 313.7% |
| Advisors Asset Management, Inc. | 68,777 | +15,372 | $5.1M | +$1.1M | 28.8% |
| Corient Private Wealth LLC | 29,163 | +17,426 | $2.0M | +$1.1M | 148.5% |
| CIBC Asset Management Inc | 34,299 | +14,866 | $2.5M | +$1.1M | 76.5% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 24,539 | +14,289 | $1.8M | +$1.1M | 139.4% |
| Quantinno Capital Management LP | 185,759 | +14,173 | $13.8M | +$1.0M | 8.3% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 34,766 | +14,005 | $2.6M | +$1.0M | 67.5% |
| WILSEY ASSET MANAGEMENT INC | 523,272 | +14,143 | $38.9M | +$1.0M | 2.8% |
| MORGAN STANLEY | 2,379,216 | +14,518 | $176.7M | +$960.0K | 0.6% |
| Old North State Wealth Management, LLC | 74,087 | +11,748 | $5.5M | +$868.9K | 18.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 248,054 | +4,220 | $19.0M | +$844.5K | 1.7% |
| BCWM, LLC | 119,020 | +10,924 | $8.8M | +$806.1K | 10.1% |
| Meiji Yasuda Asset Management Co Ltd. | 157,073 | +10,556 | $11.7M | +$776.8K | 7.2% |
| Tidal Investments LLC | 27,282 | +10,421 | $2.0M | +$773.2K | 61.8% |
| CIBC WORLD MARKET INC. | 17,739 | +10,122 | $1.3M | +$751.5K | 132.9% |
| Ransom Advisory, Ltd | 10,600 | +7,200 | $972.5K | +$719.8K | 211.8% |
| Verition Fund Management LLC | 86,338 | +9,684 | $6.4M | +$715.5K | 12.6% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 12,773 | +3,585 | $949 | -$682.0K | 39.0% |
| VAN DEN BERG MANAGEMENT I, INC | 89,601 | +8,832 | $6.7M | +$652.0K | 10.9% |
| BANK OF MONTREAL /CAN/ | 150,093 | +8,478 | $11.1M | +$622.6K | 6.0% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1,562,904 | +9,195 | $116.1M | +$605.3K | 0.6% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 77,537 | +8,064 | $5.8M | +$595.5K | 11.6% |
| LPL Financial LLC | 126,060 | +8,005 | $9.4M | +$588.7K | 6.8% |
| Erste Asset Management GmbH | 33,636 | +7,378 | $2.5M | +$586.9K | 28.1% |
| JONES FINANCIAL COMPANIES LLLP | 97,908 | +7,197 | $7.3M | +$573.5K | 7.9% |
| Savant Capital, LLC | 11,611 | +7,519 | $862.5K | +$558.3K | 183.7% |
| BARCLAYS PLC | 459,404 | +33,295 | $31.1M | -$548.1K | 7.8% |
| Atria Investments, Inc | 19,895 | +6,455 | $1.5M | +$478.8K | 48.0% |
| California Public Employees Retirement System | 270,492 | +6,285 | $20.1M | +$453.6K | 2.4% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 39,586 | +6,053 | $2.9M | +$447.9K | 18.1% |
| DEUTSCHE BANK AG\ | 478,410 | +6,124 | $35.5M | +$431.3K | 1.3% |
| Mirae Asset Global Investments Co., Ltd. | 39,723 | +5,635 | $3.0M | +$416.9K | 16.5% |
| Swiss National Bank | 305,235 | +5,400 | $22.7M | +$386.1K | 1.8% |
| Rakuten Investment Management, Inc. | 13,814 | +4,595 | $1.0M | +$367.3K | 49.8% |
| Oak Thistle LLC | 17,836 | +4,700 | $1.3M | +$348.5K | 35.8% |
| RPg Family Wealth Advisory, LLC | 15,711 | +4,656 | $1.2M | +$345.3K | 42.1% |
| Howard Capital Management Inc. | 10,174 | +4,581 | $755.7K | +$340.0K | 81.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,825 | +4,313 | $3.3M | +$318.3K | 10.6% |
| PRINCIPAL FINANCIAL GROUP INC | 170,895 | +4,277 | $12.7M | +$309.4K | 2.6% |
| Kestra Advisory Services, LLC | 21,867 | +4,141 | $1.6M | +$306.7K | 23.4% |
| Creative Planning | 30,581 | +3,690 | $2.3M | +$272.8K | 13.7% |
| Insight Wealth Strategies, LLC | 67,795 | +3,546 | $5.0M | +$260.1K | 5.5% |
| Focus Partners Wealth | 16,221 | +3,286 | $1.2M | +$243.4K | 25.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 9,933 | +2,903 | $737.8K | +$215.3K | 41.3% |
| DARK FOREST CAPITAL MANAGEMENT LP | 17,875 | +2,819 | $1.3M | +$208.6K | 18.7% |
| KENNEDY CAPITAL MANAGEMENT LLC | 88,042 | +2,643 | $6.5M | +$192.0K | 3.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 85,563 | +2,620 | $6.4M | +$190.5K | 3.1% |
| MACQUARIE GROUP LTD | 6,365 | +2,496 | $472.8K | +$185.2K | 64.5% |
| NEOS Investment Management LLC | 16,745 | +2,485 | $1.2M | +$183.9K | 17.4% |
| Sequoia Financial Advisors, LLC | 16,613 | +2,434 | $1.2M | +$180.1K | 17.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 4,519 | +2,319 | $335.7K | +$172.1K | 105.4% |
| CAPTRUST FINANCIAL ADVISORS | 18,991 | +2,321 | $1.4M | +$171.5K | 13.9% |
| Baird Financial Group, Inc. | 57,476 | +2,191 | $4.3M | +$160.0K | 4.0% |
| Jain Global LLC | 10,490 | +2,153 | $779.2K | +$159.5K | 25.8% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11,052 | +2,142 | $821.0K | +$158.7K | 24.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 146,368 | +1,956 | $10.9M | +$138.1K | 1.4% |
| Cetera Investment Advisers | 57,797 | +1,840 | $4.3M | +$133.8K | 3.3% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 50,110 | +1,825 | $3.7M | +$133.1K | 3.8% |
| Polymer Capital Management (US) LLC | 9,777 | +1,740 | $726.2K | +$128.8K | 21.6% |
| NEUBERGER BERMAN GROUP LLC | 21,581 | +1,744 | $1.6M | +$128.6K | 8.8% |
| M&T Bank Corp | 21,086 | +1,645 | $1.6M | +$121.2K | 8.5% |
| Chicago Capital, LLC | 5,323 | +1,578 | $395.4K | +$117.0K | 42.1% |
| Walleye Capital LLC | 160,411 | +1,676 | $11.9M | +$116.6K | 1.1% |
| Czech National Bank | 40,840 | +1,526 | $3.0M | +$111.4K | 3.9% |
| Merit Financial Group, LLC | 4,838 | +1,412 | $359.4K | +$104.7K | 41.2% |
| Resona Asset Management Co.,Ltd. | 29,572 | +914 | $2.2M | +$104.2K | 3.2% |
| Pictet Asset Management Holding SA | 35,596 | +1,422 | $2.6M | +$103.9K | 4.2% |
| GSB Wealth Management, LLC | 9,936 | +1,393 | $738.0K | +$103.0K | 16.3% |
| Federation des caisses Desjardins du Quebec | 14,592 | +1,374 | $1.1M | +$101.5K | 10.4% |
| Castleview Partners, LLC | 5,477 | +1,300 | $406.8K | +$96.4K | 31.1% |
| XPONANCE, INC. | 13,172 | +1,277 | $978.4K | +$94.3K | 10.7% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 4,341 | +1,141 | $322.4K | +$84.6K | 35.6% |
| Rafferty Asset Management, LLC | 19,817 | +1,135 | $1.5M | +$83.4K | 6.1% |
| Focus Partners Advisor Solutions, LLC | 4,199 | +1,073 | $311.9K | +$78.9K | 34.3% |
| Wealthspire Advisors, LLC | 3,320 | +1,018 | $246.6K | +$75.5K | 44.2% |
| Sompo Asset Management Co., Ltd. | 65,543 | +1,020 | $4.9M | +$72.5K | 1.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,814 | +955 | $357.6K | +$70.7K | 24.7% |
| Fiduciary Alliance LLC | 6,748 | +949 | $501.2K | +$70.2K | 16.4% |
| MML INVESTORS SERVICES, LLC | 12,976 | +930 | $963.9K | +$68.5K | 7.7% |
| AlphaCore Capital LLC | 1,404 | +920 | $104.3K | +$68.3K | 190.1% |
| Orion Porfolio Solutions, LLC | 4,577 | +903 | $340.0K | +$66.9K | 24.6% |
| Canada Post Corp Registered Pension Plan | 3,383 | +820 | $251.3K | +$61.9K | 32.0% |
| KLP KAPITALFORVALTNING AS | 33,100 | +800 | $2.5M | +$57.8K | 2.5% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 15,353 | +788 | $1.1M | +$57.8K | 5.4% |
| Ameritas Investment Partners, Inc. | 17,915 | +725 | $1.3M | +$53.0K | 4.2% |
| Allspring Global Investments Holdings, LLC | 7,648 | +421 | $584.8K | +$52.8K | 5.8% |
| Empowered Funds, LLC | 8,074 | +707 | $599.7K | +$52.1K | 9.6% |
| HB Wealth Management, LLC | 5,908 | +693 | $438.9K | +$51.3K | 13.3% |
| PFG Investments, LLC | 5,626 | +659 | $417.9K | +$48.7K | 13.3% |
| Vident Advisory, LLC | 21,557 | +645 | $1.6M | +$46.9K | 3.1% |
| Norinchukin Bank, The | 9,329 | +578 | $693.0K | +$42.5K | 6.6% |
| FIFTH THIRD BANCORP | 7,766 | +545 | $576.9K | +$40.1K | 7.5% |
| Farther Finance Advisors, LLC | 6,076 | +541 | $451.3K | +$39.9K | 9.8% |
| Apollon Wealth Management, LLC | 11,738 | +543 | $871.9K | +$39.8K | 4.8% |
| Robeco Institutional Asset Management B.V. | 32,999 | +526 | $2.5M | +$37.5K | 1.6% |
| Aptus Capital Advisors, LLC | 5,699 | +498 | $423.3K | +$36.7K | 9.6% |
| Tower Research Capital LLC (TRC) | 7,959 | +499 | $591.2K | +$36.7K | 6.7% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 187,569 | +607 | $13.9M | +$35.7K | 0.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 44,579 | +386 | $3.3M | +$33.4K | 0.9% |
| MIZUHO SECURITIES USA LLC | 11,278 | +4 | $806.6K | -$30.9K | 0.0% |
| Allen Capital Group, LLC | 41,404 | +434 | $3.1M | +$30.2K | 1.1% |
| Sigma Planning Corp | 8,077 | +411 | $599.9K | +$30.1K | 5.4% |
| Cypress Capital Group | 6,779 | +380 | $503.5K | +$27.9K | 5.9% |
| CALDWELL SUTTER CAPITAL, INC. | 658 | +355 | $48.9K | +$26.4K | 117.2% |
| Prestige Wealth Management Group LLC | 328 | +304 | $27.7K | +$25.9K | 1266.7% |
| Navalign, LLC | 8,434 | +347 | $626.5K | +$25.4K | 4.3% |
| TD PRIVATE CLIENT WEALTH LLC | 846 | +338 | $62.8K | +$25.1K | 66.5% |
| Ancora Advisors LLC | 335 | +312 | $24.9K | +$23.2K | 1356.5% |
| CHOREO, LLC | 3,277 | +263 | $246.4K | +$22.4K | 8.7% |
| WHITTIER TRUST CO | 547 | +250 | $44.2K | +$21.8K | 84.2% |
| MACKENZIE FINANCIAL CORP | 7,441 | +217 | $558.4K | +$21.4K | 3.0% |
| Argent Trust Co | 4,419 | +265 | $328.2K | +$19.5K | 6.4% |
| SBI Securities Co., Ltd. | 796 | +262 | $59.1K | +$19.4K | 49.1% |
| Ethic Inc. | 15,034 | +260 | $1.1M | +$18.6K | 1.8% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 327 | +249 | $24.3K | +$18.5K | 319.2% |
| Transamerica Financial Advisors, LLC | 271 | +240 | $20.1K | +$17.9K | 774.2% |
| Parkside Financial Bank & Trust | 466 | +229 | $34.6K | +$17.0K | 96.6% |
| Global Retirement Partners, LLC | 858 | +218 | $63.7K | +$16.2K | 34.1% |
| UMB Bank, n.a. | 2,280 | +210 | $169.4K | +$15.5K | 10.1% |
| Crestwood Advisors Group, LLC | 7,316 | +209 | $543.4K | +$15.1K | 2.9% |
| Gallagher Fiduciary Advisors, LLC | 3,028 | +204 | $224.9K | +$15.0K | 7.2% |
| Annis Gardner Whiting Capital Advisors, LLC | 1,772 | +195 | $131.6K | +$14.4K | 12.4% |
| Capital Investment Advisors, LLC | 3,274 | +186 | $243.2K | +$13.7K | 6.0% |
| JFS WEALTH ADVISORS, LLC | 229 | +179 | $17.0K | +$13.3K | 358.0% |
| Stratos Wealth Partners, LTD. | 5,777 | +172 | $429.1K | +$12.5K | 3.1% |
| Allen Mooney & Barnes Investment Advisors LLC | 16,047 | +160 | $1.2M | +$11.1K | 1.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 3,471 | +132 | $257.8K | +$9.6K | 4.0% |
| Grove Bank & Trust | 181 | +125 | $13.4K | +$9.3K | 223.2% |
| Crossmark Global Holdings, Inc. | 4,606 | +126 | $342.1K | +$9.1K | 2.8% |
| Cardinal Point Capital Management ULC | 4,800 | +125 | $356.5K | +$9.1K | 2.7% |
| True Wealth Design, LLC | 124 | +111 | $9.2K | +$8.2K | 853.8% |
| Root Financial Partners, LLC | 401 | +100 | $29.8K | +$7.4K | 33.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 9,898,190 | +101,769 | $735.2K | +$7.1K | 1.0% |
| Cullen/Frost Bankers, Inc. | 242 | +94 | $18.0K | +$7.0K | 63.5% |
| Hilltop Holdings Inc. | 8,561 | +97 | $635.9K | +$6.8K | 1.1% |
| PRIVATE TRUST CO NA | 13,491 | +100 | $1.0M | +$6.8K | 0.7% |
| Quent Capital, LLC | 170 | +89 | $12.6K | +$6.6K | 109.9% |
| Clearstead Trust, LLC | 164 | +84 | $12.2K | +$6.2K | 105.0% |
| Keystone Financial Group | 4,985 | +87 | $370.3K | +$6.2K | 1.8% |
| MEEDER ASSET MANAGEMENT INC | 118 | +80 | $8.8K | +$5.9K | 210.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,605 | +82 | $267.8K | +$5.9K | 2.3% |
| Applied Capital LLC/FL | 9,667 | +82 | $718.1K | +$5.6K | 0.8% |
| Washington Trust Advisors, Inc. | 229 | +73 | $17.0K | +$5.4K | 46.8% |
| SG Americas Securities, LLC | 72,098 | +66,882 | $5.4K | +$5.0K | 1282.2% |
| Strategic Blueprint, LLC | 3,298 | +68 | $245.0K | +$4.9K | 2.1% |
| Optimize Financial Inc | 4,099 | +56 | $304.5K | +$4.0K | 1.4% |
| MONECO Advisors, LLC | 4,236 | +53 | $314.6K | +$3.7K | 1.3% |
| iSAM Funds (UK) Ltd | 7,862 | +43 | $584.0K | +$2.8K | 0.5% |
| CoreCap Advisors, LLC | 278 | +38 | $20.6K | +$2.7K | 15.8% |
| Paragon Capital Management Ltd | 3,074 | +34 | $228.4K | +$2.4K | 1.1% |
| CYBER HORNET ETFs LLC | 445 | +21 | $33.1K | +$1.5K | 5.0% |
| MassMutual Private Wealth & Trust, FSB | 626 | +19 | $46.5K | +$1.4K | 3.1% |
| HARBOR INVESTMENT ADVISORY, LLC | 80 | +18 | $5.9K | +$1.3K | 29.0% |
| TFC Financial Management, Inc. | 41 | +15 | $3.0K | +$1.1K | 57.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4,949 | +16 | $367.6K | +$942 | 0.3% |
| Westside Investment Management, Inc. | 118 | +6 | $9.0K | +$765 | 5.3% |
| CWM, LLC | 17,513 | +10,070 | $1.3K | +$748 | 135.3% |
| Bay Harbor Wealth Management, LLC | 14 | +8 | $1.0K | +$594 | 133.3% |
| Handelsbanken Fonder AB | 44,400 | +5,600 | $3.3K | +$414 | 14.4% |
| AdvisorNet Financial, Inc | 15 | +5 | $1.1K | +$371 | 50.0% |
| DiNuzzo Private Wealth, Inc. | 28 | +5 | $2.1K | +$371 | 21.7% |
| Clarity Asset Management, Inc. | 480 | +5 | $35.6K | +$368 | 1.1% |
| Geneos Wealth Management Inc. | 2,071 | +6 | $153.9K | +$345 | 0.3% |
| Dunhill Financial, LLC | 8 | +5 | $567 | +$330 | 166.7% |
| ORG Partners LLC | 132 | +5 | $9.8K | +$329 | 3.9% |
| Choate Investment Advisors | 6,333 | +8 | $470.4K | +$275 | 0.1% |
| TD Capital Management LLC | 357 | +4 | $26.5K | +$274 | 1.1% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 127,097 | +3,712 | $9.4K | +$270 | 3.0% |
| STRS OHIO | 3,702 | +6 | $275.0K | +$261 | 0.2% |
| Fortitude Family Office, LLC | 1,517 | +4 | $112.7K | +$222 | 0.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,540 | +2,951 | $634 | +$219 | 52.8% |
| MTM Investment Management, LLC | 260 | +3 | $19.3K | +$199 | 1.2% |
| Thrivent Financial for Lutherans | 34,869 | +2,648 | $2.6K | +$198 | 8.2% |
| Spire Wealth Management | 579 | +3 | $43.0K | +$194 | 0.5% |
| AMALGAMATED BANK | 31,500 | +2,152 | $2.3K | +$159 | 7.3% |
| Cambridge Investment Research Advisors, Inc. | 25,583 | +1,377 | $1.9K | +$101 | 5.7% |
| HARBOR CAPITAL ADVISORS, INC. | 11,232 | +1,117 | $834 | +$82 | 11.0% |
| HFM Investment Advisors, LLC | 9 | +1 | $669 | +$74 | 12.5% |
| NATIXIS ADVISORS, LLC | 13,631 | +927 | $1.0K | +$68 | 7.3% |
| American Capital Advisory, LLC | 323 | +1 | $24.0K | +$58 | 0.3% |
| HANTZ FINANCIAL SERVICES, INC. | 1,655 | +771 | $123 | +$57 | 87.2% |
| Wiser Advisor Group LLC | 61 | +1 | $4.5K | +$47 | 1.7% |
| CX Institutional | 3,243 | +555 | $241 | +$41 | 20.6% |
| New England Capital Financial Advisors LLC | 835 | +1 | $62.0K | +$30 | 0.1% |
| NVWM, LLC | 39 | +1 | $2.9K | +$25 | 2.6% |
| Daiwa Securities Group Inc. | 18,020 | +318 | $1.3K | +$23 | 1.8% |
| Forum Financial Management, LP | 3,259 | +2 | $242.1K | -$15 | 0.1% |
| BESSEMER GROUP INC | 9,089 | +145 | $676 | +$12 | 1.6% |
| Martin Capital Partners, LLC | 7,258 | +152 | $539 | +$11 | 2.1% |
| GW&K Investment Management, LLC | 411 | +30 | $31 | +$3 | 7.9% |
| Bollard Group LLC | 757 | +9 | $56 | $0 | 1.2% |
| Covestor Ltd | 153 | +11 | $11 | $0 | 7.7% |