13F QoQ Ownership Changes
TDY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 119 new · 260 added · 416 reduced · 98 exited
New Positions(119)
Added To(260)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 5,977,792 | +66,984 | $3.05B | -$410.9M | 1.1% |
| NORGES BANK | 839,316 | +269,552 | $428.7M | +$179.3M | 47.3% |
| Dodge & Cox | 1,685,340 | +4,378 | $860.8M | -$124.4M | 0.3% |
| JANUS HENDERSON GROUP PLC | 1,693,281 | +9,824 | $864.8M | -$121.8M | 0.6% |
| BOWEN HANES & CO INC | 185,504 | +1,980 | $94.7K | -$107.5M | 1.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,274,274 | +13,647 | $649.5M | -$87.4M | 1.1% |
| FIL Ltd | 1,367,137 | +274,976 | $698.2M | +$58.2M | 25.2% |
| Invesco Ltd. | 787,477 | +22,572 | $402.2M | -$46.1M | 3.0% |
| BARCLAYS PLC | 186,418 | +86,109 | $95.5M | +$36.7M | 85.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 108,392 | +65,750 | $55.4M | +$30.4M | 154.2% |
| SEI INVESTMENTS CO | 400,727 | +213 | $204.7M | -$30.1M | 0.1% |
| Squarepoint Ops LLC | 46,251 | +43,447 | $23.6M | +$22.0M | 1549.5% |
| TWO SIGMA INVESTMENTS, LP | 81,965 | +46,843 | $41.9M | +$21.3M | 133.4% |
| Mariner, LLC | 314,376 | +4,820 | $160.6M | -$20.8M | 1.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 345,927 | +9,048 | $176.7M | -$20.7M | 2.7% |
| MORGAN STANLEY | 414,940 | +21,668 | $211.9M | -$18.6M | 5.5% |
| DIMENSIONAL FUND ADVISORS LP | 404,513 | +20,817 | $206.6M | -$18.2M | 5.4% |
| Assenagon Asset Management S.A. | 86,356 | +35,049 | $44.1M | +$14.0M | 68.3% |
| PNC Financial Services Group, Inc. | 141,496 | +38,515 | $72.3M | +$11.9M | 37.4% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 253,636 | +47,196 | $129.5M | +$8.6M | 22.9% |
| Findlay Park Partners LLP | 252,979 | +46,040 | $129.2M | +$7.9M | 22.2% |
| MARSHALL WACE, LLP | 151,333 | +32,867 | $77.3M | +$7.9M | 27.7% |
| Port Capital LLC | 236,474 | +42,165 | $120.8M | +$6.9M | 21.7% |
| ALLIANCEBERNSTEIN L.P. | 75,205 | +20,915 | $38.4M | +$6.6M | 38.5% |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 30,000 | +15,000 | $15.3M | +$6.5M | 100.0% |
| Gotham Asset Management, LLC | 64,604 | +18,583 | $33.0M | +$6.0M | 40.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 86,120 | +1,810 | $44.0M | -$5.4M | 2.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 82,131 | +1,338 | $41.9M | -$5.4M | 1.6% |
| Rockefeller Capital Management L.P. | 64,226 | +290 | $32.8M | -$4.7M | 0.5% |
| GOLDMAN SACHS GROUP INC | 203,867 | +33,995 | $104.1M | +$4.6M | 20.0% |
| CITIGROUP INC | 121,697 | +23,357 | $62.2M | +$4.5M | 23.8% |
| D. E. Shaw & Co., Inc. | 24,007 | +10,750 | $12.3M | +$4.5M | 81.1% |
| Alyeska Investment Group, L.P. | 70,225 | +1,649 | $35.9M | -$4.3M | 2.4% |
| UBS Group AG | 166,870 | +14,241 | $85.2M | -$4.2M | 9.3% |
| PRINCIPAL FINANCIAL GROUP INC | 62,655 | +897 | $32.0M | -$4.2M | 1.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 54,797 | +13,818 | $28.0M | +$4.0M | 33.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 58,615 | +2,232 | $29.9M | -$3.1M | 4.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 41,093 | +777 | $20.6M | -$3.1M | 1.9% |
| BROWN ADVISORY INC | 46,063 | +911 | $23.5M | -$2.9M | 2.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 40,514 | +650 | $20.7M | -$2.7M | 1.6% |
| STRS OHIO | 35,114 | +2 | $17.9M | -$2.6M | 0.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 111,633 | +8,520 | $57.9M | -$2.5M | 8.3% |
| JANE STREET GROUP, LLC | 10,930 | +5,590 | $5.6M | +$2.5M | 104.7% |
| National Pension Service | 83,830 | +6,598 | $42.8M | -$2.4M | 8.5% |
| TORONTO DOMINION BANK | 25,450 | +7,408 | $13.0M | +$2.4M | 41.0% |
| GHP Investment Advisors, Inc. | 36,111 | +746 | $18.4M | -$2.3M | 2.1% |
| Quantinno Capital Management LP | 28,778 | +7,334 | $14.7M | +$2.1M | 34.2% |
| Edgestream Partners, L.P. | 10,615 | +4,904 | $5.4M | +$2.1M | 85.9% |
| Man Group plc | 34,415 | +7,932 | $17.6M | +$2.1M | 29.9% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 5,170 | +3,942 | $2.6M | +$1.9M | 321.0% |
| OMERS ADMINISTRATION Corp | 5,679 | +3,985 | $2.9M | +$1.9M | 235.2% |
| CRAMER ROSENTHAL MCGLYNN LLC | 54,382 | +3,823 | $27.8M | -$1.9M | 7.6% |
| ARK Investment Management LLC | 44,299 | +8,760 | $22.6M | +$1.8M | 24.6% |
| Covea Finance | 51,834 | +3,600 | $26.5M | -$1.8M | 7.5% |
| Voya Investment Management LLC | 33,196 | +1,235 | $17.0M | -$1.8M | 3.9% |
| CIBC Asset Management Inc | 11,073 | +4,403 | $5.7M | +$1.7M | 66.0% |
| AVIVA PLC | 39,312 | +2,127 | $20.1M | -$1.7M | 5.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,253 | +6,743 | $15.5M | +$1.7M | 28.7% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,582 | +60 | $11.5M | -$1.7M | 0.3% |
| Maren Capital LLC | 360,595 | +43,652 | $184.2M | -$1.6M | 13.8% |
| LBP AM SA | 34,983 | +6,961 | $17.9M | +$1.4M | 24.8% |
| TD Asset Management Inc | 21,548 | +323 | $11.0M | -$1.4M | 1.5% |
| Walter Public Investments Inc. | 37,549 | +2,429 | $19.2M | -$1.4M | 6.9% |
| Waverly Advisors, LLC | 6,541 | +3,158 | $3.3M | +$1.4M | 93.3% |
| VICTORY CAPITAL MANAGEMENT INC | 23,958 | +775 | $12.2M | -$1.4M | 3.3% |
| Greenhouse Funds LLLP | 149,466 | +16,952 | $76.3M | -$1.3M | 12.8% |
| BANK OF NOVA SCOTIA | 22,678 | +666 | $11.6M | -$1.3M | 3.0% |
| NWF Advisory Services Inc. | 4,640 | +3,480 | $1.9M | +$1.3M | 300.0% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 93,702 | +9,963 | $47.9M | -$1.2M | 11.9% |
| NOMURA ASSET MANAGEMENT CO LTD | 16,055 | +79 | $8.2M | -$1.2M | 0.5% |
| Old West Investment Management, LLC | 4,260 | +2,525 | $2.2M | +$1.2M | 145.5% |
| Amundi | 112,350 | +17,586 | $57.4M | +$1.1M | 18.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 64,883 | +6,429 | $33.1M | -$1.1M | 11.0% |
| NATIONAL BANK OF CANADA /FI/ | 26,129 | +1,543 | $13.3M | -$1.1M | 6.3% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,264 | +663 | $9.8M | -$1.1M | 3.6% |
| Swedbank AB | 22,155 | +4,659 | $11.3M | +$1.1M | 26.6% |
| Pictet Asset Management Holding SA | 21,890 | +1,025 | $11.2M | -$1.0M | 4.9% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 56,455 | +8,994 | $28.8M | +$1.0M | 18.9% |
| Mirae Asset Global Investments Co., Ltd. | 14,972 | +3,627 | $7.6M | +$998.0K | 32.0% |
| TCW GROUP INC | 18,454 | +738 | $9.4M | -$957.3K | 4.2% |
| Illinois Municipal Retirement Fund | 17,999 | +3,933 | $9.2M | +$949.4K | 28.0% |
| CITADEL ADVISORS LLC | 24,279 | +4,689 | $12.4M | +$919.5K | 23.9% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 13,669 | +200 | $7.0M | -$912.2K | 1.5% |
| NEUBERGER BERMAN GROUP LLC | 156,339 | +21,487 | $79.9M | +$874.8K | 15.9% |
| Fisher Asset Management, LLC | 3,287 | +1,843 | $1.7M | +$832.6K | 127.6% |
| AlphaQuest LLC | 1,653 | +1,575 | $844.2K | +$798.5K | 2019.2% |
| MACKENZIE FINANCIAL CORP | 12,914 | +241 | $6.7M | -$750.6K | 1.9% |
| Benson Investment Management Company, Inc. | 11,099 | +146 | $5.7M | -$750.3K | 1.3% |
| Investment Management Corp of Ontario | 3,910 | +1,779 | $2.0M | +$748.1K | 83.5% |
| WHITTIER TRUST CO OF NEVADA INC | 16,438 | +278 | $8.8M | -$738.9K | 1.7% |
| ALLSTATE CORP | 3,234 | +1,601 | $1.7M | +$694.7K | 98.0% |
| PALISADE CAPITAL MANAGEMENT, LP | 41,107 | +4,124 | $21.0M | -$678.9K | 11.2% |
| Czech National Bank | 12,380 | +471 | $6.3M | -$656.3K | 4.0% |
| Cohen Capital Management, Inc. | 12,442 | +490 | $6.4M | -$649.8K | 4.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,263 | +4,940 | $16.1M | +$646.1K | 18.8% |
| &PARTNERS | 10,004 | +258 | $5.1M | -$608.6K | 2.6% |
| FOGEL CAPITAL MANAGEMENT, INC. | 7,530 | +5 | $3.8M | -$564.2K | 0.1% |
| Grove Bank & Trust | 1,144 | +1,098 | $584.3K | +$557.3K | 2386.9% |
| Cardinal Capital Management | 7,601 | +50 | $3.9M | -$543.1K | 0.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 583,380 | +74,051 | $297.9M | -$537.5K | 14.5% |
| DNB Asset Management AS | 21,975 | +1,940 | $11.2M | -$518.0K | 9.7% |
| Polymer Capital Management (US) LLC | 1,773 | +1,107 | $905.5K | +$515.2K | 166.2% |
| DANSKE BANK A/S | 36,700 | +3,852 | $18.7M | -$506.5K | 11.7% |
| Crossmark Global Holdings, Inc. | 3,339 | +1,251 | $1.7M | +$481.7K | 59.9% |
| NATIXIS | 10,566 | +556 | $5.4M | -$469.9K | 5.5% |
| ProShare Advisors LLC | 10,648 | +578 | $5.4M | -$463.2K | 5.7% |
| MUFG Securities EMEA plc | 1,924 | +1,027 | $982.6K | +$457.0K | 114.5% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6,494 | +66 | $3.3M | -$450.4K | 1.0% |
| Clear Harbor Asset Management, LLC | 6,121 | +28 | $3.1M | -$444.6K | 0.5% |
| MAI Capital Management | 989 | +876 | $505.1K | +$438.9K | 775.2% |
| Moran Wealth Management, LLC | 6,146 | +42 | $3.1M | -$438.2K | 0.7% |
| Krane Funds Advisors LLC | 3,866 | +1,118 | $2.0M | +$429.5K | 40.7% |
| BANK OF MONTREAL /CAN/ | 29,759 | +4,539 | $15.2M | +$418.9K | 18.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 19,395 | +3,180 | $9.9M | +$403.0K | 19.6% |
| Stratos Wealth Partners, LTD. | 1,565 | +887 | $799.3K | +$402.0K | 130.8% |
| Tidal Investments LLC | 6,762 | +185 | $3.5M | -$400.8K | 2.8% |
| Pathstone Holdings, LLC | 6,492 | +1,498 | $3.3M | +$389.0K | 30.0% |
| BRADLEY FOSTER & SARGENT INC/CT | 5,294 | +37 | $2.7M | -$377.0K | 0.7% |
| FIRST MANHATTAN CO. LLC. | 4,993 | +2 | $2.6M | -$374.9K | 0.0% |
| AGF MANAGEMENT LTD | 6,460 | +254 | $3.3M | -$337.6K | 4.1% |
| Vestmark Advisory Solutions, Inc. | 13,864 | +2,347 | $7.1M | +$331.3K | 20.4% |
| Focus Partners Wealth | 1,650 | +774 | $842.6K | +$329.4K | 88.3% |
| CREDIT AGRICOLE S A | 2,278 | +815 | $1.2M | +$306.1K | 55.7% |
| Pacer Advisors, Inc. | 5,639 | +1,224 | $2.9M | +$292.6K | 27.7% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 8,302 | +1,566 | $4.2M | +$292.5K | 23.2% |
| Tower Research Capital LLC (TRC) | 1,180 | +645 | $602.7K | +$289.1K | 120.6% |
| Brevan Howard Capital Management LP | 1,194 | +638 | $609.8K | +$284.0K | 114.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 10,316 | +853 | $5.3M | -$277.0K | 9.0% |
| XPONANCE, INC. | 7,168 | +457 | $3.7M | -$272.0K | 6.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,601 | +2 | $1.8M | -$270.0K | 0.1% |
| Sequoia Financial Advisors, LLC | 2,080 | +718 | $1.1M | +$264.1K | 52.7% |
| Foundations Investment Advisors, LLC | 3,510 | +13 | $1.8M | -$256.7K | 0.4% |
| Aristotle Capital Boston, LLC | 7,616 | +549 | $3.9M | -$251.8K | 7.8% |
| SUMITOMO LIFE INSURANCE CO | 3,405 | +14 | $1.7M | -$248.2K | 0.4% |
| GPM Growth Investors, Inc. | 6,843 | +490 | $3.5M | -$228.2K | 7.7% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 924 | +500 | $471.9K | +$223.4K | 117.9% |
| WESTPAC BANKING CORP | 5,846 | +381 | $3.0M | -$217.0K | 7.0% |
| MONTAG A & ASSOCIATES INC | 433 | +421 | $221.3K | +$214.3K | 3508.3% |
| Federation des caisses Desjardins du Quebec | 6,358 | +450 | $3.2M | -$214.0K | 7.6% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 2,901 | +9 | $1.5M | -$213.2K | 0.3% |
| AlphaCore Capital LLC | 776 | +460 | $396.3K | +$211.1K | 145.6% |
| TruNorth Capital Management, LLC | 480 | +402 | $245.2K | +$199.4K | 515.4% |
| BROWN BROTHERS HARRIMAN & CO | 695 | +415 | $355.0K | +$190.9K | 148.2% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 2,713 | +358 | $1.4M | +$179.1K | 15.2% |
| WEXFORD CAPITAL LP | 455 | +362 | $232.4K | +$177.9K | 389.2% |
| Optimize Financial Inc | 2,553 | +36 | $1.3M | -$171.2K | 1.4% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,763 | +511 | $900.4K | +$166.7K | 40.8% |
| GUGGENHEIM CAPITAL LLC | 1,069 | +399 | $546.0K | +$153.3K | 59.5% |
| Hilton Capital Management, LLC | 8,759 | +873 | $4.5M | -$148.0K | 11.1% |
| Delta Global Management LP | 4,804 | +382 | $2.5M | -$137.9K | 8.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 2,748 | +76 | $1.4M | -$135.5K | 2.8% |
| Phraction Management LLC | 11,924 | +1,763 | $6.1M | +$135.2K | 17.4% |
| MIZUHO SECURITIES USA LLC | 3,419 | +4 | $1.7M | -$129.9K | 0.1% |
| Vident Advisory, LLC | 3,445 | +225 | $1.8M | -$127.6K | 7.0% |
| NewEdge Wealth, LLC | 10,523 | +285 | $5.4M | +$125.5K | 2.8% |
| WEALTH ALLIANCE, LLC | 1,785 | +18 | $911.7K | -$123.9K | 1.0% |
| GREENLEAF TRUST | 2,344 | +90 | $1.2M | -$123.8K | 4.0% |
| Nvest Financial, LLC | 1,848 | +434 | $943.8K | +$115.2K | 30.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1,501 | +7 | $766.6K | -$108.9K | 0.5% |
| Modera Wealth Management, LLC | 1,519 | +18 | $775.8K | -$103.8K | 1.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,493 | +15 | $762.4K | -$103.6K | 1.0% |
| Norinchukin Bank, The | 2,684 | +169 | $1.4M | -$103.1K | 6.7% |
| Ethic Inc. | 5,437 | +523 | $2.8M | -$103.0K | 10.6% |
| Whalen Wealth Management Inc. | 859 | +278 | $438.7K | +$98.2K | 47.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,519 | +28 | $775.8K | -$98.0K | 1.9% |
| Corient Private Wealth LLC | 5,803 | +1,473 | $2.4M | -$92.4K | 34.0% |
| BENJAMIN EDWARDS INC | 1,191 | +9 | $608.2K | -$84.4K | 0.8% |
| Global Retirement Partners, LLC | 525 | +208 | $268.3K | +$82.3K | 65.6% |
| NOMURA HOLDINGS INC | 1,567 | +63 | $800.3K | -$81.1K | 4.2% |
| Wealthfront Advisers LLC | 5,153 | +791 | $2.6M | +$75.5K | 18.1% |
| QRG CAPITAL MANAGEMENT, INC. | 2,625 | +463 | $1.3M | +$73.6K | 21.4% |
| AE Wealth Management LLC | 1,202 | +38 | $613.9K | -$68.3K | 3.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,640 | +136 | $1.4M | -$67.4K | 5.4% |
| Canada Post Corp Registered Pension Plan | 1,151 | +250 | $587.9K | +$65.9K | 27.7% |
| Fiduciary Alliance LLC | 997 | +22 | $509.2K | -$62.2K | 2.3% |
| COMMERCE BANK | 1,830 | +134 | $934.6K | -$59.3K | 7.9% |
| Crumly & Associates Inc. | 887 | +25 | $453.0K | -$52.1K | 2.9% |
| PERSONAL CFO SOLUTIONS, LLC | 808 | +16 | $412.9K | -$51.5K | 2.0% |
| CHOREO, LLC | 1,725 | +286 | $893.4K | +$50.1K | 19.9% |
| Texas Capital Bank Wealth Management Services Inc | 670 | +1 | $342.2K | -$49.9K | 0.1% |
| Forum Financial Management, LP | 1,185 | +69 | $605.2K | -$48.8K | 6.2% |
| JONES FINANCIAL COMPANIES LLLP | 880 | +186 | $449.4K | +$48.5K | 26.8% |
| SUMMIT SECURITIES GROUP LLC | 186 | +106 | $95.0K | +$48.1K | 132.5% |
| Baird Financial Group, Inc. | 1,364 | +94 | $696.6K | -$47.6K | 7.4% |
| Lido Advisors, LLC | 2,355 | +110 | $1.4M | +$47.5K | 4.9% |
| Hennion & Walsh Asset Management, Inc. | 643 | +7 | $328.4K | -$44.3K | 1.1% |
| Lakeridge Wealth Management LLC | 602 | +2 | $307.5K | -$44.2K | 0.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30,596 | +3,829 | $15.6M | -$41.9K | 14.3% |
| Advisory Alpha, LLC | 859 | +35 | $438.7K | -$41.0K | 4.2% |
| Horizon Investments, LLC | 1,741 | +158 | $889.2K | -$38.5K | 10.0% |
| Net Worth Advisory Group | 1,696 | +153 | $866.0K | -$38.0K | 9.9% |
| Ancora Advisors LLC | 301 | +102 | $153.7K | +$37.1K | 51.3% |
| HighPoint Advisor Group LLC | 552 | +9 | $281.9K | -$36.3K | 1.6% |
| Crestwood Advisors Group, LLC | 594 | +15 | $303.4K | -$36.1K | 2.6% |
| Clearstead Advisors, LLC | 179 | +82 | $91.4K | +$34.6K | 84.5% |
| TRUE Private Wealth Advisors | 440 | +1 | $224.7K | -$33.1K | 0.2% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 3,333 | +372 | $1.7M | -$33.0K | 12.6% |
| Atlatl Advisers LLC | 478 | +6 | $244.1K | -$32.5K | 1.3% |
| Eagle Bay Advisors LLC | 550 | +16 | $281.0K | -$32.1K | 3.0% |
| Merit Financial Group, LLC | 467 | +9 | $238.3K | -$30.2K | 2.0% |
| SG Americas Securities, LLC | 72,395 | +60,389 | $37.0K | +$29.9K | 503.0% |
| OneDigital Investment Advisors LLC | 451 | +9 | $230.3K | -$28.7K | 2.0% |
| US Asset Management LLC | 508 | +17 | $259.5K | -$28.3K | 3.5% |
| Wedmont Private Capital | 605 | +13 | $321.5K | -$26.9K | 2.2% |
| Goldstein Advisors, LLC | 423 | +11 | $216.0K | -$25.4K | 2.7% |
| Savant Capital, LLC | 430 | +12 | $219.6K | -$25.3K | 2.9% |
| Callan Family Office, LLC | 5,843 | +790 | $3.0M | +$23.1K | 15.6% |
| Fulton Bank, N.A. | 1,664 | +175 | $849.9K | -$22.8K | 11.8% |
| Apollon Wealth Management, LLC | 535 | +30 | $273.2K | -$22.7K | 5.9% |
| Argent Trust Co | 681 | +49 | $347.8K | -$22.6K | 7.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 414 | +15 | $211.4K | -$22.4K | 3.8% |
| ASSETMARK, INC | 172 | +60 | $87.8K | +$22.2K | 53.6% |
| HB Wealth Management, LLC | 895 | +78 | $457.3K | -$21.7K | 9.5% |
| Orion Porfolio Solutions, LLC | 1,460 | +220 | $745.6K | +$19.1K | 17.7% |
| STUDIO INVESTMENT MANAGEMENT LLC | 419 | +22 | $214.0K | -$18.7K | 5.5% |
| Vise Technologies, Inc. | 834 | +77 | $426.1K | -$17.6K | 10.2% |
| INSIGNEO ADVISORY SERVICES, LLC | 758 | +71 | $387.0K | -$15.5K | 10.3% |
| ORG Partners LLC | 428 | +78 | $218.6K | +$13.5K | 22.3% |
| Simmons Bank | 915 | +140 | $467.3K | +$13.1K | 18.1% |
| NATIXIS ADVISORS, LLC | 201,918 | +3,834 | $103.1K | -$13.0K | 1.9% |
| AMERICAN CENTURY COMPANIES INC | 3,276 | +443 | $1.7M | +$12.9K | 15.6% |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 790 | +80 | $403.5K | -$12.6K | 11.3% |
| Atlantic Union Bankshares Corp | 185 | +6 | $94.5K | -$10.4K | 3.4% |
| Clearstead Trust, LLC | 22 | +19 | $11.2K | +$9.5K | 633.3% |
| EVOLUTION WEALTH MANAGEMENT INC. | 36 | +18 | $19.7K | +$9.2K | 100.0% |
| Columbia Bank | 498 | +35 | $254.3K | -$7.3K | 7.5% |
| Steigerwald, Gordon & Koch Inc. | 32 | +15 | $16.3K | +$6.4K | 88.2% |
| HUNTINGTON NATIONAL BANK | 193 | +14 | $98.6K | -$6.3K | 7.8% |
| EntryPoint Capital, LLC | 1,150 | +158 | $587.3K | +$6.0K | 15.9% |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | +10 | $7.2K | +$4.8K | 250.0% |
| Private Wealth Management Group, LLC | 19 | +9 | $9.7K | +$3.8K | 90.0% |
| Parkside Financial Bank & Trust | 128 | +10 | $65.4K | -$3.8K | 8.5% |
| JFS WEALTH ADVISORS, LLC | 234 | +36 | $119.5K | +$3.5K | 18.2% |
| Prestige Wealth Management Group LLC | 9 | +7 | $4.5K | +$3.3K | 350.0% |
| CYBER HORNET ETFs LLC | 136 | +12 | $69.5K | -$3.2K | 9.7% |
| Deseret Mutual Benefit Administrators | 44 | +11 | $22.5K | +$3.1K | 33.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 40,703 | +2 | $20.8K | -$3.1K | 0.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,912 | +6,117 | $4.0K | +$3.0K | 340.8% |
| NBC SECURITIES, INC. | 47 | +1 | $24.0K | -$3.0K | 2.2% |
| MCF Advisors LLC | 8 | +6 | $4.1K | +$2.9K | 300.0% |
| SJS Investment Consulting Inc. | 8 | +4 | $4.1K | +$1.7K | 100.0% |
| Root Financial Partners, LLC | 98 | +10 | $50.1K | -$1.5K | 11.4% |
| Washington Trust Advisors, Inc. | 22 | +1 | $11.0K | -$1.2K | 4.8% |
| Mn Services Vermogensbeheer B.V. | 17,930 | +230 | $9.2K | -$1.2K | 1.3% |
| MassMutual Private Wealth & Trust, FSB | 171 | +24 | $87.3K | +$1.2K | 16.3% |
| Geneos Wealth Management Inc. | 10 | +3 | $5.1K | +$1.0K | 42.9% |
| SBI Securities Co., Ltd. | 36 | +3 | $18.4K | -$953 | 9.1% |
| Johnson Financial Group, Inc. | 22 | +4 | $11.2K | +$687 | 22.2% |
| Daiwa Securities Group Inc. | 10,967 | +317 | $5.6K | -$640 | 3.0% |
| Hughes Financial Services, LLC | 2 | +1 | $1.0K | +$501 | 100.0% |
| Versant Capital Management, Inc | 48 | +7 | $24.5K | +$487 | 17.1% |
| Bogart Wealth, LLC | 10 | +2 | $5.1K | +$419 | 25.0% |
| CoreCap Advisors, LLC | 19 | +2 | $9.7K | -$259 | 11.8% |
| Bay Harbor Wealth Management, LLC | 5 | +1 | $2.6K | +$209 | 25.0% |
| VALICENTI ADVISORY SERVICES INC | 7,607 | +661 | $3.9K | -$186 | 9.5% |
| VAN ECK ASSOCIATES CORP | 2,412 | +530 | $1.2K | +$129 | 28.2% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 593 | +76 | $302.9K | -$120 | 14.7% |
| BESSEMER GROUP INC | 2,732 | +251 | $1.4K | -$59 | 10.1% |
| CX Institutional | 615 | +43 | $314 | -$21 | 7.5% |
| Dunhill Financial, LLC | 5 | +1 | $2.4K | -$15 | 25.0% |