13F QoQ Ownership Changes
SYF-PB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 177 new · 361 added · 452 reduced · 105 exited
New Positions(177)
Added To(361)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 9,926,611 | +3,191,744 | $828.2M | +$349.7M | 47.4% |
| BANK OF AMERICA CORP /DE/ | 16,158,110 | +1,822,897 | $1.35B | +$329.6M | 12.7% |
| FMR LLC | 3,819,960 | +1,336,933 | $318.7M | +$142.3M | 53.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 5,134,903 | +592,567 | $432.0M | +$113.8M | 13.0% |
| MORGAN STANLEY | 6,230,111 | +442,226 | $519.8M | +$108.5M | 7.6% |
| Invesco Ltd. | 5,490,921 | +517,781 | $458.1M | +$104.8M | 10.4% |
| NOMURA HOLDINGS INC | 1,250,000 | +972,651 | $104.3M | +$84.6M | 350.7% |
| AMERIPRISE FINANCIAL INC | 5,353,086 | +139,332 | $446.6M | +$76.2M | 2.7% |
| PANAGORA ASSET MANAGEMENT INC | 3,016,155 | +421,404 | $251.6M | +$67.3M | 16.2% |
| BARCLAYS PLC | 1,865,812 | +830,183 | $124.5M | +$50.9M | 80.2% |
| AustralianSuper Pty Ltd | 1,672,728 | +362,862 | $139.6M | +$46.5M | 27.7% |
| Azora Capital LP | 667,070 | +530,573 | $55.7M | +$46.0M | 388.7% |
| UBS Group AG | 2,366,600 | +206,974 | $197.4M | +$44.0M | 9.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,220,450 | +375,336 | $101.8M | +$41.8M | 44.4% |
| Squarepoint Ops LLC | 1,125,103 | +383,438 | $93.9M | +$41.2M | 51.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 519,293 | +444,241 | $43.3M | +$38.0M | 591.9% |
| Nuveen, LLC | 2,887,882 | +5,306 | $240.9M | +$36.1M | 0.2% |
| JPMORGAN CHASE & CO | 1,238,763 | +255,117 | $103.4M | +$33.5M | 25.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,032,980 | +212,890 | $86.2M | +$27.9M | 25.9% |
| Vinva Investment Management Ltd | 668,541 | +271,033 | $56.4M | +$27.2M | 68.2% |
| Focus Partners Wealth | 321,282 | +313,098 | $26.8M | +$26.2M | 3825.7% |
| Freestone Grove Partners LP | 448,899 | +258,727 | $37.5M | +$23.9M | 136.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,418,906 | +79,518 | $118.4M | +$23.2M | 5.9% |
| BNP PARIBAS FINANCIAL MARKETS | 966,145 | +177,548 | $90.0M | +$23.2M | 22.5% |
| Quantinno Capital Management LP | 837,835 | +175,699 | $69.9M | +$22.9M | 26.5% |
| WELLS FARGO & COMPANY/MN | 609,398 | +177,716 | $50.8M | +$20.2M | 41.2% |
| AMERICAN CENTURY COMPANIES INC | 1,326,468 | +42,966 | $110.7M | +$19.5M | 3.3% |
| NATIXIS | 235,128 | +224,864 | $19.6M | +$18.9M | 2190.8% |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 234,986 | +213,686 | $19.6M | +$18.1M | 1003.2% |
| Russell Investments Group, Ltd. | 783,802 | +97,718 | $65.6M | +$16.7M | 14.2% |
| Sumitomo Mitsui Trust Group, Inc. | 956,854 | +62,480 | $79.8M | +$16.3M | 7.0% |
| TUDOR INVESTMENT CORP ET AL | 214,659 | +177,159 | $17.9M | +$15.2M | 472.4% |
| Balyasny Asset Management L.P. | 187,463 | +175,885 | $15.6M | +$14.8M | 1519.1% |
| Parallax Volatility Advisers, L.P. | 185,000 | +162,345 | $15.4M | +$13.8M | 716.6% |
| FEDERATED HERMES, INC. | 776,158 | +56,142 | $64.8M | +$13.6M | 7.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 177,780 | +130,136 | $15.7M | +$12.4M | 273.1% |
| California Public Employees Retirement System | 788,754 | +32,282 | $65.8M | +$12.1M | 4.3% |
| Brandywine Global Investment Management, LLC | 523,715 | +68,327 | $43.7M | +$11.3M | 15.0% |
| Y-Intercept (Hong Kong) Ltd | 139,846 | +134,954 | $11.7M | +$11.3M | 2758.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 757,994 | +11,313 | $64.2M | +$11.1M | 1.5% |
| PEAK6 LLC | 364,100 | +89,200 | $30.4M | +$10.8M | 32.4% |
| CITADEL ADVISORS LLC | 750,357 | +13,457 | $62.6M | +$10.2M | 1.8% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 539,145 | +47,735 | $45.0M | +$10.1M | 9.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 664,789 | +18,890 | $55.5M | +$9.6M | 2.9% |
| Jefferies Financial Group Inc. | 120,996 | +105,907 | $10.1M | +$9.0M | 701.9% |
| Vest Financial, LLC | 587,954 | +21,534 | $49.1M | +$8.8M | 3.8% |
| IEQ CAPITAL, LLC | 127,399 | +101,232 | $10.6M | +$8.8M | 386.9% |
| MACKENZIE FINANCIAL CORP | 610,924 | +9,261 | $51.4M | +$8.7M | 1.5% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 527,292 | +18,006 | $44.0M | +$7.8M | 3.5% |
| IFM Investors Pty Ltd | 107,395 | +7,125 | $9.0K | -$7.5M | 7.1% |
| Mediolanum International Funds Ltd | 275,865 | +47,311 | $23.3M | +$6.5M | 20.7% |
| QRG CAPITAL MANAGEMENT, INC. | 187,293 | +51,667 | $15.6M | +$6.0M | 38.1% |
| MUFG Securities EMEA plc | 77,665 | +70,544 | $6.5M | +$6.0M | 990.6% |
| Walleye Trading LLC | 143,795 | +54,761 | $12.0M | +$5.7M | 61.5% |
| Artemis Investment Management LLP | 264,979 | +32,317 | $22.1M | +$5.6M | 13.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 408,790 | +3,160 | $34.1M | +$5.3M | 0.8% |
| AVIVA PLC | 333,291 | +15,166 | $27.8M | +$5.2M | 4.8% |
| Point72 Asset Management, L.P. | 156,100 | +45,900 | $13.0M | +$5.2M | 41.6% |
| Sciencast Management LP | 68,837 | +52,165 | $5.7M | +$4.6M | 312.9% |
| TODD ASSET MANAGEMENT LLC | 347,367 | +1,632 | $29.0M | +$4.4M | 0.5% |
| AMJ Financial Wealth Management | 62,155 | +51,195 | $5.2M | +$4.4M | 467.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 87,126 | +41,782 | $7.3M | +$4.0M | 92.1% |
| FORSTA AP-FONDEN | 228,900 | +16,400 | $19.1M | +$4.0M | 7.7% |
| Banque Cantonale Vaudoise | 45,854 | +7,398 | $3.8M | +$3.8M | 19.2% |
| ENVESTNET ASSET MANAGEMENT INC | 248,896 | +5,490 | $20.8M | +$3.5M | 2.3% |
| Swedbank AB | 168,579 | +19,193 | $14.1M | +$3.5M | 12.8% |
| LPL Financial LLC | 168,997 | +17,287 | $14.1M | +$3.3M | 11.4% |
| Livforsakringsbolaget Skandia, Omsesidigt | 195,012 | +11,700 | $16.3M | +$3.2M | 6.4% |
| CIBC Asset Management Inc | 85,708 | +30,433 | $7.2M | +$3.2M | 55.0% |
| KLP KAPITALFORVALTNING AS | 248,410 | +800 | $20.7M | +$3.1M | 0.3% |
| Cerity Partners LLC | 195,776 | +8,074 | $16.3M | +$3.0M | 4.3% |
| ExodusPoint Capital Management, LP | 78,202 | +28,202 | $6.5M | +$3.0M | 56.4% |
| Neo Ivy Capital Management | 38,556 | +32,938 | $3.2M | +$2.8M | 586.3% |
| Rakuten Investment Management, Inc. | 47,884 | +29,962 | $4.1M | +$2.8M | 167.2% |
| Ameritas Advisory Services, LLC | 32,923 | +32,595 | $2.7M | +$2.7M | 9937.5% |
| Kingsview Wealth Management, LLC | 155,219 | +11,075 | $12.9M | +$2.7M | 7.7% |
| SOROS FUND MANAGEMENT LLC | 167,394 | +8,786 | $14.0M | +$2.7M | 5.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 200,229 | +2,500 | $16.7M | +$2.7M | 1.3% |
| Genus Capital Management Inc. | 105,276 | +19,010 | $8.8M | +$2.7M | 22.0% |
| STIFEL FINANCIAL CORP | 115,576 | +14,851 | $9.6M | +$2.5M | 14.7% |
| RWC Asset Management LLP | 113,924 | +14,222 | $9.5M | +$2.4M | 14.3% |
| RITHOLTZ WEALTH MANAGEMENT | 94,121 | +16,901 | $7.9M | +$2.4M | 21.9% |
| Kerusso Capital Management LLC | 69,394 | +18,898 | $5.8M | +$2.2M | 37.4% |
| 1832 Asset Management L.P. | 61,174 | +17,926 | $5.1M | +$2.0M | 41.4% |
| Mariner, LLC | 128,761 | +5,692 | $10.8M | +$2.0M | 4.6% |
| Cetera Investment Advisers | 99,498 | +10,815 | $8.3M | +$2.0M | 12.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 91,769 | +11,567 | $7.7M | +$2.0M | 14.4% |
| Corient Private Wealth LLC | 169,428 | +101,092 | $6.8M | +$1.9M | 147.9% |
| NOMURA ASSET MANAGEMENT CO LTD | 152,185 | +245 | $12.7M | +$1.9M | 0.2% |
| CWA Asset Management Group, LLC | 112,553 | +6,394 | $9.4M | +$1.8M | 6.0% |
| Global X Japan Co., Ltd. | 26,488 | +20,801 | $2.2M | +$1.8M | 365.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 53,018 | +15,411 | $4.4M | +$1.8M | 41.0% |
| Caprock Group, LLC | 93,916 | +14,111 | $7.8M | +$1.7M | 17.7% |
| Lighthouse Investment Partners, LLC | 64,770 | +12,566 | $5.4M | +$1.7M | 24.1% |
| PNC Financial Services Group, Inc. | 78,155 | +9,697 | $6.5M | +$1.7M | 14.2% |
| Woodline Partners LP | 61,671 | +12,498 | $5.1M | +$1.7M | 25.4% |
| L2 Asset Management, LLC | 100,295 | +5,226 | $8.4M | +$1.6M | 5.5% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 65,909 | +11,190 | $5.5M | +$1.6M | 20.4% |
| ODDO BHF ASSET MANAGEMENT SAS | 56,831 | +12,717 | $4.7M | +$1.6M | 28.8% |
| NEOS Investment Management LLC | 63,495 | +9,896 | $5.3M | +$1.5M | 18.5% |
| BTC Capital Management, Inc. | 81,907 | +6,187 | $6.8M | +$1.5M | 8.2% |
| BANK OF NOVA SCOTIA | 51,162 | +11,131 | $4.3M | +$1.4M | 27.8% |
| Sterling Capital Management LLC | 57,499 | +9,960 | $4.8M | +$1.4M | 20.9% |
| Tidal Investments LLC | 77,176 | +6,470 | $6.4M | +$1.4M | 9.2% |
| Vontobel Holding Ltd. | 30,153 | +14,423 | $2.5M | +$1.4M | 91.7% |
| Vanguard Personalized Indexing Management, LLC | 93,464 | +2,766 | $7.8M | +$1.4M | 3.0% |
| Unison Advisors LLC | 106,300 | +438 | $8.9M | +$1.3M | 0.4% |
| Howard Capital Management Inc. | 104,885 | +12 | $8.8M | +$1.3M | 0.0% |
| Czech National Bank | 94,972 | +477 | $7.9M | +$1.2M | 0.5% |
| ProShare Advisors LLC | 94,772 | +426 | $7.9M | +$1.2M | 0.5% |
| Integrated Quantitative Investments LLC | 16,937 | +13,603 | $1.4M | +$1.2M | 408.0% |
| Mirae Asset Global Investments Co., Ltd. | 70,581 | +3,929 | $5.9M | +$1.2M | 5.9% |
| ALLSTATE CORP | 24,548 | +11,458 | $2.0M | +$1.1M | 87.5% |
| ABN AMRO INVESTMENT SOLUTIONS | 21,912 | +11,776 | $1.8M | +$1.1M | 116.2% |
| Family Management Corp | 65,425 | +3,055 | $5.5M | +$1.0M | 4.9% |
| Walleye Capital LLC | 57,653 | +4,305 | $4.8M | +$1.0M | 8.1% |
| &PARTNERS | 18,611 | +10,852 | $1.6M | +$1.0M | 139.9% |
| Pathstone Holdings, LLC | 49,329 | +5,228 | $4.1M | +$982.2K | 11.8% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 32,940 | +7,950 | $2.7M | +$972.6K | 31.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 25,223 | +9,294 | $2.1M | +$972.6K | 58.3% |
| Rockefeller Capital Management L.P. | 45,586 | +5,718 | $3.8M | +$972.2K | 14.3% |
| DNB Asset Management AS | 77,736 | +66 | $6.5M | +$967.1K | 0.1% |
| GREAT LAKES ADVISORS, LLC | 49,646 | +4,678 | $4.1M | +$947.0K | 10.4% |
| Creative Planning | 45,795 | +5,323 | $3.8M | +$945.2K | 13.2% |
| TWO SIGMA SECURITIES, LLC | 15,945 | +10,171 | $1.3M | +$920.0K | 176.2% |
| B. Metzler seel. Sohn & Co. AG | 57,421 | +2,122 | $4.8M | +$861.6K | 3.8% |
| Federation des caisses Desjardins du Quebec | 55,078 | +2,281 | $4.6M | +$842.2K | 4.3% |
| Convergence Investment Partners, LLC | 54,528 | +2,342 | $4.5M | +$841.4K | 4.5% |
| Investment Management Corp of Ontario | 25,177 | +7,278 | $2.1M | +$828.8K | 40.7% |
| PRUDENTIAL PLC | 34,556 | +5,515 | $2.9M | +$819.6K | 19.0% |
| OPPENHEIMER & CO INC | 45,620 | +3,153 | $3.8M | +$788.8K | 7.4% |
| MML INVESTORS SERVICES, LLC | 49,774 | +2,023 | $4.2M | +$759.9K | 4.2% |
| Interval Partners, LP | 53,800 | +900 | $4.5M | +$730.0K | 1.7% |
| Sequoia Financial Advisors, LLC | 17,806 | +7,077 | $1.5M | +$723.2K | 66.0% |
| Ethic Inc. | 52,445 | +686 | $4.4M | +$698.0K | 1.3% |
| SEIZERT CAPITAL PARTNERS, LLC | 55,706 | +10 | $4.6M | +$690.4K | 0.0% |
| ABLE Financial Group, LLC | 44,752 | +1,864 | $3.7M | +$686.5K | 4.3% |
| HANCOCK WHITNEY CORP | 53,078 | +281 | $4.4M | +$677.1K | 0.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,840 | +589 | $4.2M | +$658.9K | 1.2% |
| Tower Research Capital LLC (TRC) | 13,092 | +6,960 | $1.1M | +$656.6K | 113.5% |
| Vise Technologies, Inc. | 25,910 | +4,200 | $2.2M | +$619.2K | 19.3% |
| Private Advisor Group, LLC | 11,373 | +6,340 | $948.9K | +$591.3K | 126.0% |
| AlphaStar Capital Management, LLC | 36,545 | +1,947 | $3.0M | +$590.8K | 5.6% |
| Nilsine Partners, LLC | 28,850 | +3,034 | $2.4M | +$572.7K | 11.8% |
| Financiere des Professionnels - Fonds d,investissement inc. | 38,831 | +1,226 | $3.2M | +$567.8K | 3.3% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 14,219 | +5,451 | $1.2M | +$563.3K | 62.2% |
| M&T Bank Corp | 18,784 | +4,569 | $1.6M | +$557.6K | 32.1% |
| Board of the Pension Protection Fund | 19,800 | +4,200 | $1.7M | +$543.5K | 26.9% |
| Archford Capital Strategies, LLC | 38,400 | +893 | $3.2M | +$538.8K | 2.4% |
| WRIGHT INVESTORS SERVICE INC | 41,347 | +263 | $3.4M | +$530.6K | 0.6% |
| Qtron Investments LLC | 11,616 | +5,442 | $969.1K | +$530.5K | 88.1% |
| DENALI ADVISORS LLC | 17,847 | +4,100 | $1.5M | +$512.3K | 29.8% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 10,832 | +5,181 | $903.7K | +$502.2K | 91.7% |
| Canada Post Corp Registered Pension Plan | 35,215 | +1,980 | $2.9M | +$501.2K | 6.0% |
| CERTUITY, LLC | 34,828 | +956 | $2.9M | +$499.1K | 2.8% |
| NewEdge Advisors, LLC | 15,605 | +3,763 | $1.3M | +$460.6K | 31.8% |
| Ascent Group, LLC | 22,107 | +2,615 | $1.8M | +$459.5K | 13.4% |
| SYON CAPITAL LLC | 17,444 | +3,072 | $1.5M | +$434.2K | 21.4% |
| NewEdge Wealth, LLC | 8,427 | +4,762 | $703.0K | +$430.4K | 129.9% |
| Impact Partnership Wealth, LLC | 14,257 | +3,403 | $1.2M | +$418.2K | 31.4% |
| CENTRAL TRUST Co | 12,892 | +3,497 | $1.1M | +$408.1K | 37.2% |
| Kathmere Capital Management, LLC | 15,389 | +2,919 | $1.3M | +$397.9K | 23.4% |
| Advisory Services Network, LLC | 27,863 | +691 | $2.3M | +$394.0K | 2.5% |
| FIFTH THIRD BANCORP | 29,987 | +131 | $2.5M | +$380.5K | 0.4% |
| Baird Financial Group, Inc. | 30,352 | +63 | $2.5M | +$380.2K | 0.2% |
| iSAM Funds (UK) Ltd | 9,276 | +3,713 | $773.9K | +$378.6K | 66.7% |
| Merit Financial Group, LLC | 23,804 | +1,104 | $2.0M | +$373.1K | 4.9% |
| COMMERCE BANK | 25,513 | +769 | $2.1M | +$370.5K | 3.1% |
| TRUIST FINANCIAL CORP | 22,374 | +1,291 | $1.9M | +$368.7K | 6.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,857 | +2,030 | $1.5M | +$365.3K | 12.8% |
| Virtus Investment Advisers, LLC | 25,527 | +387 | $2.1M | +$343.5K | 1.5% |
| Focus Partners Advisor Solutions, LLC | 8,093 | +3,523 | $675.2K | +$342.1K | 77.1% |
| Parallel Advisors, LLC | 26,639 | +66 | $2.2M | +$334.4K | 0.2% |
| JBF Capital, Inc. | 19,300 | +1,300 | $1.6M | +$331.3K | 7.2% |
| Norinchukin Bank, The | 22,662 | +683 | $1.9M | +$329.1K | 3.1% |
| Independent Advisor Alliance | 17,993 | +1,437 | $1.5M | +$324.8K | 8.7% |
| Fisher Asset Management, LLC | 24,076 | +376 | $2.0M | +$324.8K | 1.6% |
| Balefire, LLC | 9,610 | +2,771 | $801.8K | +$315.9K | 40.5% |
| Avestar Capital, LLC | 6,230 | +3,317 | $519.8K | +$312.8K | 113.9% |
| WINCAP FINANCIAL LLC | 23,535 | +289 | $2.0M | +$311.9K | 1.2% |
| HB Wealth Management, LLC | 15,289 | +1,625 | $1.3M | +$304.7K | 11.9% |
| Apollon Wealth Management, LLC | 11,069 | +2,359 | $923.5K | +$304.7K | 27.1% |
| Truvestments Capital LLC | 13,815 | +1,653 | $1.2M | +$288.5K | 13.6% |
| Aaron Wealth Advisors LLC | 16,394 | +1,160 | $1.4M | +$285.4K | 7.6% |
| Smartleaf Asset Management LLC | 7,880 | +2,634 | $664.4K | +$279.8K | 50.2% |
| PRINCIPAL SECURITIES, INC. | 10,612 | +2,077 | $885.4K | +$279.0K | 24.3% |
| Strid Group, LLC | 21,762 | +90 | $1.8M | +$275.8K | 0.4% |
| SCOTIA CAPITAL INC. | 21,286 | +115 | $1.8M | +$271.6K | 0.5% |
| Global Retirement Partners, LLC | 6,389 | +2,695 | $533.1K | +$270.6K | 73.0% |
| Farther Finance Advisors, LLC | 6,872 | +2,595 | $573.3K | +$269.5K | 60.7% |
| Alteri Wealth LLC | 8,288 | +2,244 | $691.5K | +$262.0K | 37.1% |
| Kera Capital Partners, Inc. | 9,427 | +3,418 | $684.7K | +$257.7K | 56.9% |
| AE Wealth Management LLC | 5,965 | +2,572 | $497.7K | +$256.6K | 75.8% |
| NorthCrest Asset Manangement, LLC | 6,250 | +2,035 | $542.1K | +$243.3K | 48.3% |
| Pallas Capital Advisors LLC | 17,832 | +313 | $1.5M | +$243.0K | 1.8% |
| Buckley Wealth Management, LLC | 19,259 | +50 | $1.6M | +$242.0K | 0.3% |
| TD PRIVATE CLIENT WEALTH LLC | 3,735 | +2,616 | $311.6K | +$232.1K | 233.8% |
| GAMMA Investing LLC | 13,744 | +855 | $1.1M | +$230.9K | 6.6% |
| Wealthspire Advisors, LLC | 3,099 | +2,683 | $258.5K | +$229.0K | 645.0% |
| Argentarii, LLC | 18,411 | +12 | $1.5M | +$228.8K | 0.1% |
| Invst, LLC | 10,081 | +759 | $841.1K | +$218.9K | 8.1% |
| CHILDRESS CAPITAL ADVISORS, LLC | 5,643 | +2,052 | $470.8K | +$215.7K | 57.1% |
| Compound Planning, Inc. | 9,907 | +1,298 | $826.5K | +$214.9K | 15.1% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 16,052 | +158 | $1.3M | +$209.9K | 1.0% |
| HUB Investment Partners, LLC | 8,985 | +1,172 | $749.6K | +$194.5K | 15.0% |
| CHOREO, LLC | 13,486 | +145 | $1.1M | +$189.2K | 1.1% |
| SAGESPRING WEALTH PARTNERS, LLC | 7,123 | +1,420 | $594.3K | +$189.1K | 24.9% |
| Aptus Capital Advisors, LLC | 7,665 | +1,325 | $639.5K | +$189.0K | 20.9% |
| NEW WAVE WEALTH ADVISORS LLC | 11,266 | +693 | $939.9K | +$188.7K | 6.5% |
| Stratos Wealth Partners, LTD. | 12,462 | +481 | $1.0M | +$188.5K | 4.0% |
| CHICAGO TRUST Co NA | 8,300 | +1,080 | $692.5K | +$179.5K | 14.9% |
| Wedmont Private Capital | 9,236 | +374 | $807.5K | +$179.1K | 4.2% |
| Envestnet Portfolio Solutions, Inc. | 12,484 | +327 | $1.0M | +$177.8K | 2.7% |
| BROWN BROTHERS HARRIMAN & CO | 3,770 | +1,705 | $314.5K | +$167.8K | 82.6% |
| Interchange Capital Partners, LLC | 8,051 | +924 | $671.8K | +$166.6K | 13.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 10,561 | +475 | $881.1K | +$164.5K | 4.7% |
| Arkadios Wealth Advisors | 5,939 | +1,275 | $495.5K | +$164.1K | 27.3% |
| WEST MICHIGAN ADVISORS, LLC | 5,592 | +1,255 | $466.6K | +$158.4K | 28.9% |
| QUADRANT CAPITAL GROUP LLC | 11,866 | +157 | $990.0K | +$158.1K | 1.3% |
| Greenfield Savings Bank | 7,402 | +891 | $617.5K | +$154.9K | 13.7% |
| Baker Avenue Asset Management, LP | 6,143 | +1,094 | $512.5K | +$153.7K | 21.7% |
| Prospera Financial Services Inc | 9,800 | +444 | $817.7K | +$152.8K | 4.7% |
| Ballentine Partners, LLC | 12,102 | +9 | $1.0M | +$150.5K | 0.1% |
| DRW Securities, LLC | 6,303 | +955 | $525.9K | +$145.9K | 17.9% |
| Mount Lucas Management LP | 10,993 | +125 | $917.1K | +$145.0K | 1.1% |
| Inscription Capital, LLC | 10,606 | +190 | $884.9K | +$144.8K | 1.8% |
| BLAIR WILLIAM & CO/IL | 6,911 | +794 | $576.6K | +$142.0K | 13.0% |
| Savvy Advisors, Inc. | 4,455 | +1,203 | $371.7K | +$140.6K | 37.0% |
| Premier Path Wealth Partners, LLC | 6,524 | +818 | $544.3K | +$138.9K | 14.3% |
| Waverly Advisors, LLC | 8,204 | +468 | $684.5K | +$134.8K | 6.0% |
| Forum Financial Management, LP | 10,532 | +2 | $878.7K | +$130.5K | 0.0% |
| MGO ONE SEVEN LLC | 5,017 | +950 | $418.6K | +$129.6K | 23.4% |
| Ellevest, Inc. | 4,394 | +1,052 | $366.6K | +$129.1K | 31.5% |
| Dorsey & Whitney Trust CO LLC | 6,313 | +697 | $526.7K | +$127.7K | 12.4% |
| Equitable Holdings, Inc. | 4,235 | +1,056 | $353.3K | +$127.5K | 33.2% |
| Versant Capital Management, Inc | 6,274 | +679 | $523.4K | +$125.9K | 12.1% |
| Gladstone Institutional Advisory LLC | 7,862 | +389 | $655.9K | +$124.9K | 5.2% |
| JOHNSON INVESTMENT COUNSEL INC | 9,634 | +1 | $803.7K | +$119.3K | 0.0% |
| One Wealth Advisors, LLC | 8,200 | +248 | $684.1K | +$119.1K | 3.1% |
| 180 WEALTH ADVISORS, LLC | 6,271 | +544 | $523.2K | +$116.3K | 9.5% |
| Callan Family Office, LLC | 7,220 | +299 | $602.3K | +$110.6K | 4.3% |
| WESBANCO BANK INC | 7,134 | +274 | $595.2K | +$107.8K | 4.0% |
| Precision Wealth Strategies, LLC | 7,998 | +118 | $667.3K | +$107.4K | 1.5% |
| CIBC Private Wealth Group LLC | 7,313 | +214 | $610.2K | +$105.7K | 3.0% |
| Venturi Wealth Management, LLC | 6,631 | +293 | $553.2K | +$102.9K | 4.6% |
| Waldron Private Wealth LLC | 4,688 | +627 | $391.1K | +$102.6K | 15.4% |
| RENAISSANCE GROUP LLC | 8,098 | +30 | $675.6K | +$102.4K | 0.4% |
| MATHER GROUP, LLC. | 6,134 | +330 | $511.8K | +$99.4K | 5.7% |
| GTS SECURITIES LLC | 4,881 | +548 | $407.2K | +$99.4K | 12.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 7,816 | +24 | $652.1K | +$98.5K | 0.3% |
| Aprio Wealth Management, LLC | 4,948 | +441 | $412.8K | +$92.6K | 9.8% |
| UMB Bank, n.a. | 3,886 | +581 | $324.2K | +$89.4K | 17.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5,354 | +313 | $446.7K | +$88.5K | 6.2% |
| Sivia Capital Partners, LLC | 6,901 | +29 | $575.8K | +$87.5K | 0.4% |
| EverSource Wealth Advisors, LLC | 5,618 | +231 | $468.7K | +$86.0K | 4.3% |
| Clarus Wealth Advisors | 4,486 | +743 | $350.2K | +$83.6K | 19.9% |
| Clearstead Advisors, LLC | 2,985 | +630 | $249.1K | +$81.8K | 26.8% |
| Argent Trust Co | 5,990 | +97 | $499.7K | +$81.0K | 1.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5,710 | +133 | $476.4K | +$80.1K | 2.4% |
| RIVERSEDGE ADVISORS, LLC | 5,624 | +110 | $469.2K | +$77.4K | 2.0% |
| MAI Capital Management | 1,579 | +814 | $131.8K | +$77.4K | 106.4% |
| AlphaCore Capital LLC | 5,483 | +127 | $457.4K | +$76.9K | 2.4% |
| FIDELIS CAPITAL PARTNERS, LLC | 5,535 | +86 | $461.8K | +$74.6K | 1.6% |
| TRANSCEND CAPITAL ADVISORS, LLC | 4,506 | +259 | $375.9K | +$74.2K | 6.1% |
| Brand Asset Management Group, Inc. | 3,704 | +361 | $309.0K | +$71.5K | 10.8% |
| Valeo Financial Advisors, LLC | 3,738 | +282 | $311.9K | +$66.3K | 8.2% |
| SYM FINANCIAL Corp | 5,140 | +14 | $428.8K | +$64.6K | 0.3% |
| HUNTINGTON NATIONAL BANK | 2,824 | +410 | $235.6K | +$64.1K | 17.0% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 3,822 | +227 | $318.9K | +$63.4K | 6.3% |
| Pinnacle Wealth Planning Services, Inc. | 4,907 | +3 | $409.4K | +$61.0K | 0.1% |
| Perigon Wealth Management, LLC | 3,244 | +289 | $270.6K | +$60.7K | 9.8% |
| Lansforsakringar Fondforvaltning AB (publ) | 4,035 | +140 | $336.6K | +$59.9K | 3.6% |
| SUMMIT SECURITIES GROUP LLC | 1,253 | +612 | $104.5K | +$59.0K | 95.5% |
| Independence Bank of Kentucky | 1,876 | +500 | $156.5K | +$58.8K | 36.3% |
| United Community Bank | 4,508 | +39 | $376.1K | +$58.6K | 0.9% |
| Chicago Partners Investment Group LLC | 13,516 | +439 | $1.0M | +$58.4K | 3.4% |
| Nemes Rush Group LLC | 4,494 | +27 | $375.0K | +$57.6K | 0.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,511 | +528 | $126.1K | +$56.2K | 53.7% |
| Checchi Capital Advisers, LLC | 3,219 | +221 | $268.5K | +$55.5K | 7.4% |
| PINNACLE ASSOCIATES LTD | 3,714 | +62 | $309.9K | +$50.4K | 1.7% |
| CATALYST FINANCIAL PARTNERS LLC | 3,777 | +46 | $315.1K | +$50.0K | 1.2% |
| Legacy Financial Advisors, Inc. | 3,109 | +152 | $259.4K | +$49.3K | 5.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,666 | +33 | $305.9K | +$47.8K | 0.9% |
| MassMutual Private Wealth & Trust, FSB | 2,199 | +283 | $183.5K | +$47.3K | 14.8% |
| FIRST HORIZON CORP | 755 | +533 | $63.0K | +$47.2K | 240.1% |
| Geneos Wealth Management Inc. | 894 | +463 | $74.6K | +$44.0K | 107.4% |
| DT Investment Partners, LLC | 3,248 | +50 | $271.0K | +$43.8K | 1.6% |
| Range Financial Group LLC | 3,484 | +1 | $290.7K | +$43.2K | 0.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,134 | +398 | $94.6K | +$42.3K | 54.1% |
| EARNED WEALTH ADVISORS, LLC | 2,904 | +82 | $242.3K | +$41.8K | 2.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 943,177 | +387,163 | $78.7K | +$39.4K | 69.6% |
| Steward Partners Investment Advisory, LLC | 2,750 | +63 | $229.4K | +$38.5K | 2.3% |
| Quent Capital, LLC | 2,352 | +129 | $196.2K | +$38.3K | 5.8% |
| Krilogy Financial LLC | 7,745 | +187 | $600.3K | +$38.2K | 2.5% |
| Cullen/Frost Bankers, Inc. | 1,995 | +135 | $166.5K | +$34.3K | 7.3% |
| Root Financial Partners, LLC | 1,333 | +182 | $111.2K | +$29.4K | 15.8% |
| Physician Wealth Advisors, Inc. | 1,373 | +106 | $114.5K | +$24.5K | 8.4% |
| HRT FINANCIAL LP | 441,631 | +260,905 | $36.8K | +$24.0K | 144.4% |
| Larson Financial Group LLC | 1,026 | +122 | $85.6K | +$21.4K | 13.5% |
| North Star Investment Management Corp. | 250 | +243 | $20.9K | +$20.4K | 3471.4% |
| CYBER HORNET ETFs LLC | 1,155 | +57 | $96.4K | +$18.3K | 5.2% |
| CoreCap Advisors, LLC | 543 | +139 | $45.3K | +$16.6K | 34.4% |
| PRIVATE TRUST CO NA | 1,107 | +21 | $92.4K | +$15.2K | 1.9% |
| Cornerstone Planning Group LLC | 81 | +34 | $5.9K | -$14.9K | 72.3% |
| SG Americas Securities, LLC | 184,122 | +175,056 | $15.4K | +$14.7K | 1930.9% |
| Janney Montgomery Scott LLC | 211,466 | +165,716 | $17.6K | +$14.4K | 362.2% |
| Annis Gardner Whiting Capital Advisors, LLC | 568 | +97 | $47.4K | +$13.9K | 20.6% |
| Colonial Trust Co / SC | 570 | +96 | $47.6K | +$13.9K | 20.3% |
| JFS WEALTH ADVISORS, LLC | 518 | +81 | $43.2K | +$12.2K | 18.5% |
| CSM Advisors, LLC | 522,006 | +73,377 | $43.5K | +$11.7K | 16.4% |
| OAKWORTH CAPITAL, INC. | 364 | +100 | $30.4K | +$11.6K | 37.9% |
| Marquette Asset Management, LLC | 153 | +120 | $12.8K | +$10.4K | 363.6% |
| Lido Advisors, LLC | 6,851 | +111 | $488.6K | +$9.7K | 1.6% |
| SJS Investment Consulting Inc. | 578 | +30 | $48.2K | +$9.3K | 5.5% |
| HARBOUR INVESTMENTS, INC. | 561 | +32 | $46.8K | +$9.2K | 6.0% |
| ORG Partners LLC | 112 | +81 | $9.3K | +$7.1K | 261.3% |
| NBC SECURITIES, INC. | 407 | +1 | $36.7K | +$6.8K | 0.2% |
| Westside Investment Management, Inc. | 374 | +16 | $31.6K | +$6.6K | 4.5% |
| Creative Capital Management Investments LLC | 407 | +17 | $34.0K | +$6.2K | 4.3% |
| Manchester Capital Management LLC | 355 | +11 | $29.6K | +$5.2K | 3.2% |
| CVA Family Office, LLC | 325 | +13 | $27.1K | +$4.9K | 4.2% |
| Red Tortoise LLC | 391 | +1 | $32.6K | +$4.9K | 0.3% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 377,364 | +1,800 | $31.5K | +$4.8K | 0.5% |
| Valued Wealth Advisors LLC | 201 | +28 | $16.8K | +$4.5K | 16.2% |
| Handelsbanken Fonder AB | 130,287 | +26,130 | $10.9K | +$3.5K | 25.1% |
| Transamerica Financial Advisors, LLC | 70 | +31 | $5.9K | +$3.2K | 79.5% |
| Park Place Capital Corp | 74 | +28 | $6.2K | +$2.9K | 60.9% |
| Sound Income Strategies, LLC | 107 | +22 | $8.6K | +$2.5K | 25.9% |
| Spire Wealth Management | 137 | +12 | $11.4K | +$2.5K | 9.6% |
| TD Waterhouse Canada Inc. | 114 | +14 | $9.5K | +$2.5K | 14.0% |
| NBT BANK N A /NY | 83 | +12 | $16.7K | +$2.5K | 16.9% |
| High Note Wealth, LLC | 31 | +26 | $2.6K | +$2.2K | 520.0% |
| Dogwood Wealth Management LLC | 40 | +24 | $3.3K | +$2.2K | 150.0% |
| Mn Services Vermogensbeheer B.V. | 149,727 | +4,427 | $12.5K | +$2.2K | 3.0% |
| Bay Harbor Wealth Management, LLC | 53 | +18 | $4.4K | +$1.9K | 51.4% |
| HIGHLINE WEALTH PARTNERS LLC | 149 | +1 | $12.4K | +$1.9K | 0.7% |
| Bare Financial Services, Inc | 28 | +18 | $2.3K | +$1.6K | 180.0% |
| Westfuller Advisors, LLC | 54 | +9 | $4.5K | +$1.3K | 20.0% |
| Dunhill Financial, LLC | 82 | +4 | $6.8K | +$1.3K | 5.1% |
| Redwood Investment Management, LLC | 28,624 | +11,548 | $2.4K | +$1.2K | 67.6% |
| PFS Partners, LLC | 92 | +1 | $7.7K | +$1.2K | 1.1% |
| Abound Wealth Management | 61 | +6 | $5.0K | +$1.1K | 10.9% |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 21,900 | +4,400 | $9.3K | +$996 | 25.1% |
| AMALGAMATED BANK | 74,186 | +923 | $6.2K | +$984 | 1.3% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 13,601 | +9,668 | $1.1K | +$855 | 245.8% |
| PARK AVENUE SECURITIES LLC | 40,514 | +4,703 | $3.4K | +$836 | 13.1% |
| FOSTER & MOTLEY INC | 57,941 | +788 | $4.8K | +$773 | 1.4% |
| NVWM, LLC | 32 | +5 | $2.7K | +$752 | 18.5% |
| DiNuzzo Private Wealth, Inc. | 66 | +2 | $5.5K | +$621 | 3.1% |
| Cambridge Investment Research Advisors, Inc. | 20,419 | +3,874 | $1.7K | +$529 | 23.4% |
| iA Global Asset Management Inc. | 35,289 | +780 | $2.9K | +$492 | 2.3% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 17,079 | +3,638 | $1.4K | +$469 | 27.1% |
| Vestcor Inc | 16,730 | +2,434 | $1.4K | +$380 | 17.0% |
| WestEnd Advisors, LLC | 12 | +3 | $1.0K | +$362 | 33.3% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | +2 | $744 | +$318 | 33.3% |
| American Capital Advisory, LLC | 10 | +2 | $835 | +$266 | 25.0% |
| WEDBUSH SECURITIES INC | 5,765 | +731 | $481 | +$123 | 14.5% |
| CX Institutional | 6,058 | +80 | $505 | +$80 | 1.3% |
| HANTZ FINANCIAL SERVICES, INC. | 1,302 | +618 | $109 | +$60 | 90.3% |
| Avion Wealth | 148 | +14 | $12 | +$3 | 10.4% |
| VALLEY NATIONAL ADVISERS INC | 32 | +13 | $2 | +$1 | 68.4% |