13F QoQ Ownership Changes
TER Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 298 new · 304 added · 431 reduced · 88 exited
New Positions(298)
Added To(304)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,398,237 | +777,609 | $2.98B | +$968.1M | 5.3% |
| STATE STREET CORP | 7,078,635 | +60,986 | $1.37B | +$404.2M | 0.9% |
| CITADEL ADVISORS LLC | 2,668,475 | +425,060 | $516.5M | +$207.7M | 18.9% |
| JANE STREET GROUP, LLC | 1,646,438 | +776,090 | $318.7M | +$198.9M | 89.2% |
| Assenagon Asset Management S.A. | 910,023 | +882,723 | $176.1M | +$172.4M | 3233.4% |
| AQR CAPITAL MANAGEMENT LLC | 1,283,086 | +656,126 | $248.4M | +$163.6M | 104.7% |
| NORGES BANK | 2,060,223 | +243,539 | $398.8M | +$155.5M | 13.4% |
| FMR LLC | 2,445,917 | +74,101 | $473.4M | +$147.0M | 3.1% |
| CITIGROUP INC | 1,284,608 | +518,420 | $248.6M | +$143.2M | 67.7% |
| MORGAN STANLEY | 2,442,014 | +45,089 | $472.7M | +$142.8M | 1.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 1,569,232 | +141,238 | $303.7M | +$107.2M | 9.9% |
| TWO SIGMA INVESTMENTS, LP | 471,924 | +446,324 | $91.3M | +$87.8M | 1743.5% |
| Rafferty Asset Management, LLC | 1,417,246 | +22,978 | $274.3M | +$82.4M | 1.6% |
| MILLENNIUM MANAGEMENT LLC | 819,607 | +215,360 | $158.6M | +$75.5M | 35.6% |
| Squarepoint Ops LLC | 312,806 | +303,063 | $60.5M | +$59.2M | 3110.6% |
| BNP PARIBAS FINANCIAL MARKETS | 617,585 | +160,779 | $120.4M | +$57.5M | 35.2% |
| BANK OF NOVA SCOTIA | 287,133 | +267,484 | $55.6M | +$52.9M | 1361.3% |
| Twin Tree Management, LP | 431,174 | +181,126 | $83.5M | +$49.0M | 72.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 328,938 | +209,429 | $63.7M | +$47.2M | 175.2% |
| TUDOR INVESTMENT CORP ET AL | 314,461 | +203,361 | $60.9M | +$45.6M | 183.0% |
| NATIXIS | 318,924 | +198,600 | $61.7M | +$45.2M | 165.1% |
| Qube Research & Technologies Ltd | 241,884 | +205,784 | $46.8M | +$41.9M | 570.0% |
| Cerity Partners LLC | 459,052 | +110,148 | $88.9M | +$40.8M | 31.6% |
| Walleye Capital LLC | 217,274 | +189,012 | $42.1M | +$38.2M | 668.8% |
| BARCLAYS PLC | 2,167,910 | +969,001 | $194.9M | +$29.9M | 80.8% |
| Walleye Trading LLC | 341,900 | +77,870 | $66.2M | +$29.8M | 29.5% |
| FIRST TRUST ADVISORS LP | 332,298 | +50,180 | $64.3M | +$25.5M | 17.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 333,456 | +15,599 | $69.2M | +$25.5M | 4.9% |
| D. E. Shaw & Co., Inc. | 289,956 | +61,459 | $56.1M | +$24.7M | 26.9% |
| HighTower Advisors, LLC | 303,580 | +40,153 | $58.8M | +$22.5M | 15.2% |
| WELLS FARGO & COMPANY/MN | 224,775 | +72,001 | $43.5M | +$22.5M | 47.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 125,312 | +108,745 | $24.6M | +$22.3M | 656.4% |
| Mirae Asset Global Investments Co., Ltd. | 267,080 | +51,678 | $51.7M | +$22.0M | 24.0% |
| SEI INVESTMENTS CO | 313,669 | +26,799 | $60.7M | +$21.2M | 9.3% |
| MUFG Securities EMEA plc | 106,420 | +103,375 | $20.6M | +$20.2M | 3394.9% |
| Russell Investments Group, Ltd. | 174,054 | +58,171 | $33.8M | +$17.9M | 50.2% |
| Korea Investment CORP | 189,786 | +50,255 | $36.7M | +$17.5M | 36.0% |
| IEQ CAPITAL, LLC | 129,289 | +71,448 | $25.0M | +$17.1M | 123.5% |
| Tairen Capital Ltd | 112,313 | +76,180 | $21.7M | +$16.8M | 210.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 113,143 | +71,909 | $21.9M | +$16.3M | 174.4% |
| Bank Julius Baer & Co. Ltd, Zurich | 94,854 | +65,887 | $18.6M | +$14.6M | 227.4% |
| NATIONAL BANK OF CANADA /FI/ | 137,106 | +48,605 | $26.5M | +$14.4M | 54.9% |
| Ceredex Value Advisors LLC | 199,289 | +19,939 | $38.6M | +$13.9M | 11.1% |
| TORONTO DOMINION BANK | 112,791 | +51,314 | $21.8M | +$13.4M | 83.5% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 76,037 | +64,694 | $14.7M | +$13.2M | 570.3% |
| STRS OHIO | 58,751 | +54,906 | $11.4M | +$10.8M | 1428.0% |
| PRINCIPAL FINANCIAL GROUP INC | 184,879 | +1,943 | $35.8M | +$10.6M | 1.1% |
| PRUDENTIAL FINANCIAL INC | 149,423 | +14,774 | $28.9M | +$10.4M | 11.0% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 58,335 | +51,721 | $11.3M | +$10.4M | 782.0% |
| MACKENZIE FINANCIAL CORP | 161,925 | +5,669 | $31.8M | +$10.3M | 3.6% |
| CREDIT AGRICOLE S A | 53,113 | +49,112 | $10.3M | +$9.7M | 1227.5% |
| Engineers Gate Manager LP | 87,450 | +33,631 | $16.9M | +$9.5M | 62.5% |
| BOOTHBAY FUND MANAGEMENT, LLC | 46,776 | +45,111 | $9.1M | +$8.8M | 2709.4% |
| Gotham Asset Management, LLC | 142,511 | +3,196 | $27.6M | +$8.4M | 2.3% |
| Mariner, LLC | 62,290 | +32,601 | $12.1M | +$8.0M | 109.8% |
| Aberdeen Group plc | 123,172 | +5,899 | $23.8M | +$7.7M | 5.0% |
| State of Tennessee, Department of Treasury | 52,573 | +13,512 | $12.7M | +$7.3M | 34.6% |
| Parallax Volatility Advisers, L.P. | 60,378 | +28,327 | $11.7M | +$7.3M | 88.4% |
| Mitsubishi UFJ Trust & Banking Corp | 92,252 | +12,758 | $17.9M | +$6.9M | 16.0% |
| Vontobel Holding Ltd. | 48,111 | +29,978 | $9.3M | +$6.8M | 165.3% |
| Stephens Investment Management Group LLC | 112,874 | +1,474 | $21.8M | +$6.5M | 1.3% |
| DANSKE BANK A/S | 91,760 | +9,500 | $17.8M | +$6.4M | 11.5% |
| LPL Financial LLC | 102,454 | +4,662 | $19.8M | +$6.4M | 4.8% |
| Empowered Funds, LLC | 38,839 | +29,489 | $7.5M | +$6.2M | 315.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 92,167 | +7,747 | $17.8M | +$6.2M | 9.2% |
| Illinois Municipal Retirement Fund | 105,713 | +1,830 | $20.5M | +$6.2M | 1.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 42,611 | +13,892 | $9.8M | +$5.8M | 48.4% |
| Zweig-DiMenna Associates LLC | 80,629 | +7,300 | $15.6M | +$5.5M | 9.9% |
| FRANKLIN RESOURCES INC | 45,107 | +21,662 | $8.7M | +$5.5M | 92.4% |
| AVIVA PLC | 89,545 | +3,274 | $17.3M | +$5.5M | 3.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 72,299 | +10,224 | $14.0M | +$5.5M | 16.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 92,655 | +1,535 | $18.0M | +$5.4M | 1.7% |
| Skandinaviska Enskilda Banken AB (publ) | 87,812 | +1,829 | $17.0M | +$5.2M | 2.1% |
| Cetera Investment Advisers | 50,203 | +15,698 | $9.7M | +$5.0M | 45.5% |
| Spire Wealth Management | 25,342 | +25,211 | $4.9M | +$4.9M | 19245.0% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 73,758 | +5,299 | $14.3M | +$4.9M | 7.7% |
| Alberta Investment Management Corp | 94,400 | +52,900 | $10.5M | +$4.8M | 127.5% |
| Tower Research Capital LLC (TRC) | 34,184 | +20,325 | $6.6M | +$4.7M | 146.7% |
| Rakuten Investment Management, Inc. | 35,152 | +18,720 | $6.9M | +$4.7M | 113.9% |
| NOMURA HOLDINGS INC | 27,210 | +21,310 | $5.3M | +$4.5M | 361.2% |
| Creative Planning | 60,410 | +6,724 | $11.7M | +$4.3M | 12.5% |
| Corient Private Wealth LLC | 1,075,916 | +1,028,916 | $10.6M | +$4.1M | 2189.2% |
| CIBC Asset Management Inc | 36,716 | +14,469 | $7.1M | +$4.0M | 65.0% |
| ProShare Advisors LLC | 55,392 | +6,358 | $10.7M | +$4.0M | 13.0% |
| Tidal Investments LLC | 33,918 | +14,303 | $6.6M | +$3.9M | 72.9% |
| Rokos Capital Management LLP | 39,902 | +11,429 | $7.7M | +$3.8M | 40.1% |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 25,489 | +16,589 | $4.9M | +$3.7M | 186.4% |
| Focus Partners Wealth | 47,591 | +13,113 | $8.2M | +$3.4M | 38.0% |
| Carmel Capital Management L.L.C. | 59,784 | +200 | $11.6M | +$3.4M | 0.3% |
| KLP KAPITALFORVALTNING AS | 56,300 | +400 | $10.9M | +$3.2M | 0.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 40,374 | +6,463 | $7.8M | +$3.1M | 19.1% |
| Federation des caisses Desjardins du Quebec | 49,714 | +2,596 | $9.6M | +$3.1M | 5.5% |
| Wealthfront Advisers LLC | 29,336 | +10,526 | $5.7M | +$3.1M | 56.0% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 78,398 | +1 | $13.9M | +$3.1M | 0.0% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 22,000 | +12,500 | $4.3M | +$3.0M | 131.6% |
| CIBC WORLD MARKET INC. | 44,658 | +3,192 | $8.6M | +$2.9M | 7.7% |
| Prospera Financial Services Inc | 16,686 | +12,715 | $3.2M | +$2.7M | 320.2% |
| AFFINITY WEALTH MANAGEMENT LLC | 44,431 | +800 | $8.6M | +$2.6M | 1.8% |
| Czech National Bank | 41,296 | +894 | $8.0M | +$2.4M | 2.2% |
| NISA INVESTMENT ADVISORS, LLC | 20,533 | +8,622 | $4.0M | +$2.3M | 72.4% |
| Rockefeller Capital Management L.P. | 33,406 | +3,134 | $6.5M | +$2.3M | 10.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 28,183 | +5,125 | $5.5M | +$2.3M | 22.2% |
| K.J. Harrison & Partners Inc | 18,900 | +8,900 | $3.7M | +$2.2M | 89.0% |
| RWA WEALTH PARTNERS, LLC | 30,433 | +2,864 | $5.9M | +$2.1M | 10.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27,654 | +3,968 | $5.4M | +$2.1M | 16.8% |
| CastleKnight Management LP | 20,800 | +6,500 | $4.0M | +$2.1M | 45.5% |
| FORSTA AP-FONDEN | 33,000 | +900 | $6.4M | +$2.0M | 2.8% |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 28,360 | +2,325 | $5.5M | +$1.9M | 8.9% |
| Gouws Capital LLC | 15,323 | +7,505 | $3.0M | +$1.9M | 96.0% |
| Kovack Advisors, Inc. | 32,669 | +46 | $6.3M | +$1.8M | 0.1% |
| PNC Financial Services Group, Inc. | 29,986 | +815 | $5.8M | +$1.8M | 2.8% |
| Pathstone Holdings, LLC | 24,413 | +2,247 | $4.7M | +$1.7M | 10.1% |
| Investment Management Corp of Ontario | 13,865 | +6,339 | $2.7M | +$1.6M | 84.2% |
| Vanguard Personalized Indexing Management, LLC | 23,686 | +1,949 | $4.6M | +$1.6M | 9.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 23,054 | +1,740 | $4.5M | +$1.5M | 8.2% |
| ASR Vermogensbeheer N.V. | 12,058 | +6,109 | $2.3M | +$1.5M | 102.7% |
| NewEdge Advisors, LLC | 15,270 | +4,721 | $3.0M | +$1.5M | 44.8% |
| ALLSTATE CORP | 11,785 | +5,973 | $2.3M | +$1.5M | 102.8% |
| XPONANCE, INC. | 23,613 | +1,117 | $4.6M | +$1.5M | 5.0% |
| CAPTRUST FINANCIAL ADVISORS | 15,804 | +3,808 | $3.1M | +$1.4M | 31.7% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 21,852 | +1,048 | $4.2M | +$1.4M | 5.0% |
| Lido Advisors, LLC | 26,520 | +70 | $5.0M | +$1.3M | 0.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,690 | +450 | $4.4M | +$1.3M | 2.0% |
| Krilogy Financial LLC | 17,373 | +2,954 | $4.0M | +$1.3M | 20.5% |
| NEOS Investment Management LLC | 16,072 | +2,489 | $3.1M | +$1.2M | 18.3% |
| Farther Finance Advisors, LLC | 8,937 | +4,876 | $1.7M | +$1.2M | 120.1% |
| Global X Japan Co., Ltd. | 12,219 | +3,418 | $2.4M | +$1.2M | 38.8% |
| TCW GROUP INC | 16,519 | +1,641 | $3.2M | +$1.1M | 11.0% |
| GTS SECURITIES LLC | 13,570 | +2,765 | $2.6M | +$1.1M | 25.6% |
| Tredje AP-fonden | 17,749 | +917 | $3.4M | +$1.1M | 5.4% |
| Inspire Investing, LLC | 16,559 | +1,398 | $3.2M | +$1.1M | 9.2% |
| LECAP ASSET MANAGEMENT LTD | 8,392 | +3,941 | $1.6M | +$1.0M | 88.5% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14,660 | +533 | $2.9M | +$947.4K | 3.8% |
| Robeco Institutional Asset Management B.V. | 15,141 | +587 | $2.9M | +$927.5K | 4.0% |
| Midwest Professional Planners, LTD. | 10,311 | +2,486 | $2.0M | +$918.8K | 31.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9,986 | +2,601 | $1.9M | +$916.4K | 35.2% |
| NorthCrest Asset Manangement, LLC | 6,658 | +2,743 | $1.5M | +$912.7K | 70.1% |
| Ethic Inc. | 11,126 | +1,665 | $2.2M | +$851.3K | 17.6% |
| PRUDENTIAL PLC | 10,468 | +1,617 | $2.0M | +$807.9K | 18.3% |
| Atlatl Advisers LLC | 10,317 | +1,576 | $2.0M | +$793.8K | 18.0% |
| US BANCORP \DE\ | 13,700 | +177 | $2.7M | +$790.5K | 1.3% |
| Merit Financial Group, LLC | 6,659 | +2,986 | $1.3M | +$783.3K | 81.3% |
| Candriam S.C.A. | 9,095 | +1,955 | $1.8M | +$777.8K | 27.4% |
| Concurrent Investment Advisors, LLC | 5,260 | +3,437 | $1.0M | +$767.1K | 188.5% |
| PRINCIPAL SECURITIES, INC. | 6,112 | +2,933 | $1.2M | +$745.5K | 92.3% |
| FIFTH THIRD BANCORP | 12,218 | +285 | $2.4M | +$722.5K | 2.4% |
| M&T Bank Corp | 8,056 | +1,941 | $1.6M | +$717.3K | 31.7% |
| Sequoia Financial Advisors, LLC | 7,350 | +2,139 | $1.4M | +$705.5K | 41.0% |
| MAI Capital Management | 11,174 | +253 | $2.2M | +$659.5K | 2.3% |
| Chicago Partners Investment Group LLC | 5,887 | +1,109 | $1.3M | +$659.5K | 23.2% |
| Pallas Capital Advisors LLC | 10,401 | +529 | $2.0M | +$654.4K | 5.3% |
| Purus Wealth Management, LLC | 11,215 | +157 | $2.2M | +$648.7K | 1.4% |
| Advisors Asset Management, Inc. | 10,826 | +284 | $2.1M | +$644.5K | 2.7% |
| PROFUND ADVISORS LLC | 10,770 | +171 | $2.1M | +$625.8K | 1.6% |
| Norinchukin Bank, The | 9,351 | +486 | $1.8M | +$589.8K | 5.5% |
| AdvisorNet Financial, Inc | 3,375 | +2,816 | $653.3K | +$576.3K | 503.8% |
| GREAT LAKES ADVISORS, LLC | 9,617 | +5 | $1.9M | +$538.5K | 0.1% |
| SBI Securities Co., Ltd. | 3,756 | +2,314 | $727.0K | +$528.5K | 160.5% |
| CHILDRESS CAPITAL ADVISORS, LLC | 6,105 | +1,271 | $1.2M | +$516.4K | 26.3% |
| SATURNA CAPITAL CORP | 5,690 | +1,288 | $1.1M | +$495.5K | 29.3% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 6,759 | +711 | $1.3M | +$475.8K | 11.8% |
| COMMERCE BANK | 7,252 | +409 | $1.4M | +$461.8K | 6.0% |
| Vise Technologies, Inc. | 3,435 | +1,895 | $664.9K | +$452.9K | 123.0% |
| Dakota Wealth Management | 6,610 | +598 | $1.3M | +$452.0K | 9.9% |
| GAMMA Investing LLC | 5,935 | +852 | $1.1M | +$449.2K | 16.8% |
| Ausdal Financial Partners, Inc. | 5,653 | +883 | $1.1M | +$437.7K | 18.5% |
| Waverly Advisors, LLC | 3,404 | +1,785 | $658.8K | +$436.0K | 110.3% |
| MISSION WEALTH MANAGEMENT, LP | 7,216 | +212 | $1.4M | +$432.6K | 3.0% |
| Callan Family Office, LLC | 4,755 | +1,158 | $920.4K | +$425.3K | 32.2% |
| HB Wealth Management, LLC | 4,862 | +1,054 | $941.3K | +$417.1K | 27.7% |
| Horizon Investments, LLC | 6,770 | +193 | $1.3M | +$405.1K | 2.9% |
| Kestra Advisory Services, LLC | 4,346 | +1,150 | $841.3K | +$401.3K | 36.0% |
| Perigon Wealth Management, LLC | 3,920 | +1,250 | $758.7K | +$391.2K | 46.8% |
| RMR Wealth Builders | 5,103 | +760 | $987.7K | +$390.0K | 17.5% |
| Morse Asset Management, Inc | 2,746 | +1,684 | $531.5K | +$385.3K | 158.6% |
| Veracity Capital LLC | 5,573 | +530 | $1.1M | +$384.6K | 10.5% |
| AlphaQuest LLC | 3,418 | +1,384 | $661.6K | +$381.6K | 68.0% |
| Orion Porfolio Solutions, LLC | 5,511 | +530 | $1.1M | +$381.1K | 10.6% |
| Clearstead Advisors, LLC | 3,005 | +1,508 | $581.6K | +$375.6K | 100.7% |
| Prime Capital Investment Advisors, LLC | 5,700 | +404 | $1.1M | +$374.4K | 7.6% |
| Park Capital Management, LLC / WI | 4,931 | +677 | $954.4K | +$368.9K | 15.9% |
| Canada Post Corp Registered Pension Plan | 3,990 | +840 | $772.3K | +$349.2K | 26.7% |
| AE Wealth Management LLC | 2,814 | +1,300 | $544.8K | +$336.3K | 85.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4,203,546 | +659,273 | $813.6K | +$325.8K | 18.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,620 | +489 | $894.2K | +$325.7K | 11.8% |
| Meeder Advisory Services, Inc. | 4,873 | +383 | $943.2K | +$325.2K | 8.5% |
| HUB Investment Partners, LLC | 2,996 | +1,107 | $579.9K | +$319.9K | 58.6% |
| QUADRANT CAPITAL GROUP LLC | 5,546 | +59 | $1.1M | +$318.3K | 1.1% |
| Aaron Wealth Advisors LLC | 3,759 | +784 | $727.7K | +$318.2K | 26.4% |
| EverSource Wealth Advisors, LLC | 3,756 | +697 | $726.9K | +$305.9K | 22.8% |
| Crossmark Global Holdings, Inc. | 4,420 | +387 | $855.5K | +$300.4K | 9.6% |
| MGO ONE SEVEN LLC | 4,462 | +344 | $863.6K | +$296.8K | 8.3% |
| Fiduciary Trust Co | 5,045 | +30 | $976.6K | +$286.2K | 0.6% |
| Sivia Capital Partners, LLC | 2,681 | +956 | $518.9K | +$281.5K | 55.4% |
| BROWN BROTHERS HARRIMAN & CO | 1,850 | +1,282 | $358.1K | +$279.9K | 225.7% |
| Fulton Bank, N.A. | 3,268 | +655 | $632.6K | +$272.9K | 25.1% |
| Brooklyn Investment Group | 2,745 | +747 | $541.6K | +$266.7K | 37.4% |
| Aspen Wealth Strategies, LLC | 4,295 | +102 | $831.3K | +$254.2K | 2.4% |
| HighPoint Advisor Group LLC | 3,764 | +241 | $728.5K | +$243.7K | 6.8% |
| Atria Investments, Inc | 3,406 | +379 | $659.3K | +$242.7K | 12.5% |
| INCEPTIONR LLC | 2,992 | +545 | $579.1K | +$242.3K | 22.3% |
| Newbridge Financial Services Group, Inc. | 1,298 | +1,164 | $251.2K | +$232.8K | 868.6% |
| Garden State Investment Advisory Services LLC | 4,153 | +2 | $804.1K | +$232.6K | 0.0% |
| HUNTINGTON NATIONAL BANK | 3,710 | +144 | $718.1K | +$227.3K | 4.0% |
| Wedmont Private Capital | 2,576 | +74 | $573.1K | +$222.5K | 3.0% |
| Apollon Wealth Management, LLC | 3,316 | +262 | $641.9K | +$221.5K | 8.6% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,238 | +666 | $433.2K | +$216.8K | 42.4% |
| Compound Planning, Inc. | 2,428 | +580 | $470.1K | +$215.7K | 31.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,128 | +286 | $605.4K | +$214.3K | 10.1% |
| Bayforest Capital Ltd | 1,231 | +1,030 | $238.3K | +$210.6K | 512.4% |
| Cornerstone Investment Partners, LLC | 3,572 | +9 | $691.4K | +$201.0K | 0.3% |
| STEPHENS INC /AR/ | 3,332 | +41 | $644.9K | +$192.0K | 1.2% |
| CHOREO, LLC | 3,043 | +66 | $598.5K | +$188.7K | 2.2% |
| Steward Partners Investment Advisory, LLC | 1,826 | +628 | $353.5K | +$188.6K | 52.4% |
| Dynamic Advisor Solutions LLC | 2,899 | +173 | $561.1K | +$185.9K | 6.3% |
| SAPIENT CAPITAL LLC | 2,849 | +43 | $560.3K | +$183.4K | 1.5% |
| Venturi Wealth Management, LLC | 2,791 | +170 | $540.2K | +$179.5K | 6.5% |
| TRED AVON FAMILY WEALTH, LLC | 3,142 | +7 | $608.3K | +$176.7K | 0.2% |
| CITIZENS FINANCIAL GROUP INC/RI | 2,569 | +228 | $497.4K | +$175.1K | 9.7% |
| Forum Financial Management, LP | 3,054 | +12 | $591.1K | +$172.4K | 0.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,945 | +435 | $376.4K | +$168.6K | 28.8% |
| Essex Financial Services, Inc. | 2,080 | +355 | $402.6K | +$165.2K | 20.6% |
| Y.D. More Investments Ltd | 2,600 | +100 | $503.3K | +$159.2K | 4.0% |
| MATHER GROUP, LLC. | 2,700 | +36 | $522.6K | +$155.9K | 1.4% |
| Global Retirement Partners, LLC | 1,703 | +332 | $329.7K | +$141.0K | 24.2% |
| Meridian Wealth Management, LLC | 1,845 | +264 | $357.1K | +$139.5K | 16.7% |
| Cyndeo Wealth Partners, LLC | 2,040 | +174 | $394.8K | +$137.9K | 9.3% |
| UMB Bank, n.a. | 2,293 | +40 | $443.8K | +$133.7K | 1.8% |
| Parallel Advisors, LLC | 1,572 | +260 | $304.4K | +$123.7K | 19.8% |
| Frank, Rimerman Advisors LLC | 2,136 | +30 | $413.4K | +$123.6K | 1.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,907 | +102 | $369.1K | +$120.7K | 5.7% |
| JOURNEY STRATEGIC WEALTH LLC | 1,749 | +134 | $338.5K | +$116.2K | 8.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,754 | +73 | $339.5K | +$108.2K | 4.3% |
| Quent Capital, LLC | 1,738 | +63 | $336.4K | +$105.9K | 3.8% |
| Ballentine Partners, LLC | 1,831 | +23 | $354.4K | +$105.6K | 1.3% |
| Choice Wealth Advisors, LLC | 1,789 | +1 | $346.3K | +$100.2K | 0.1% |
| J.W. COLE ADVISORS, INC. | 7,277 | +5,633 | $322.4K | +$96.1K | 342.6% |
| FourThought Financial Partners, LLC | 1,663 | +16 | $321.9K | +$95.2K | 1.0% |
| Stratos Investment Management, LLC | 1,654 | +12 | $320.2K | +$94.1K | 0.7% |
| Golden State Wealth Management, LLC | 1,638 | +1 | $317.2K | +$91.8K | 0.1% |
| ARMSTRONG ADVISORY GROUP, INC | 1,322 | +123 | $255.9K | +$90.9K | 10.3% |
| Deseret Mutual Benefit Administrators | 1,322 | +105 | $255.9K | +$88.4K | 8.6% |
| Truvestments Capital LLC | 1,440 | +53 | $278.8K | +$87.9K | 3.8% |
| Capstone Wealth Management Group LLC | 1,555 | +1 | $300.9K | +$87.0K | 0.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 417,327 | +402,593 | $80.8K | +$78.8K | 2732.4% |
| ACADIAN ASSET MANAGEMENT LLC | 399,046 | +354,877 | $77.2K | +$71.1K | 803.5% |
| Prestige Wealth Management Group LLC | 589 | +493 | $70.0K | +$56.8K | 513.5% |
| Anchor Investment Management, LLC | 782 | +75 | $151.4K | +$54.1K | 10.6% |
| Hurley Capital, LLC | 870 | +29 | $168.4K | +$52.7K | 3.4% |
| SIGNATUREFD, LLC | 772 | +68 | $149.4K | +$52.5K | 9.7% |
| Parkside Financial Bank & Trust | 497 | +139 | $96.2K | +$46.9K | 38.8% |
| ROTHSCHILD INVESTMENT LLC | 322 | +198 | $62.4K | +$45.3K | 159.7% |
| MassMutual Private Wealth & Trust, FSB | 796 | +4 | $154.1K | +$45.1K | 0.5% |
| HARBOUR INVESTMENTS, INC. | 545 | +91 | $105.5K | +$43.0K | 20.0% |
| Rialto Wealth Management, LLC | 737 | +2 | $142.7K | +$41.5K | 0.3% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 330 | +160 | $63.9K | +$40.5K | 94.1% |
| SG Americas Securities, LLC | 198,727 | +193,950 | $38.5K | +$37.8K | 4060.1% |
| Activest Wealth Management | 243 | +103 | $47.0K | +$27.8K | 73.6% |
| Root Financial Partners, LLC | 300 | +77 | $58.1K | +$27.4K | 34.5% |
| CYBER HORNET ETFs LLC | 432 | +21 | $83.6K | +$27.0K | 5.1% |
| BAILLIE GIFFORD & CO | 341 | +29 | $66.0K | +$23.1K | 9.3% |
| True Wealth Design, LLC | 211 | +70 | $40.8K | +$21.4K | 49.6% |
| Handelsbanken Fonder AB | 256,269 | +42,577 | $49.6K | +$20.2K | 19.9% |
| Rakuten Securities, Inc. | 244 | +33 | $47.2K | +$18.2K | 15.6% |
| NBC SECURITIES, INC. | 258 | +24 | $49.9K | +$17.7K | 10.3% |
| ORG Partners LLC | 169 | +28 | $32.7K | +$13.3K | 19.9% |
| Annis Gardner Whiting Capital Advisors, LLC | 197 | +11 | $38.1K | +$12.5K | 5.9% |
| CENTRAL TRUST Co | 203 | +8 | $39.3K | +$12.5K | 4.1% |
| Thrivent Financial for Lutherans | 81,726 | +56,921 | $15.8K | +$12.4K | 229.5% |
| Bell Investment Advisors, Inc | 130 | +27 | $25.2K | +$11.0K | 26.2% |
| JFS WEALTH ADVISORS, LLC | 78 | +47 | $15.1K | +$10.8K | 151.6% |
| Transamerica Financial Advisors, LLC | 119 | +27 | $23.0K | +$10.5K | 29.3% |
| SJS Investment Consulting Inc. | 56 | +47 | $10.8K | +$9.6K | 522.2% |
| Sound Income Strategies, LLC | 62 | +22 | $14.1K | +$8.3K | 55.0% |
| DiNuzzo Private Wealth, Inc. | 83 | +12 | $16.1K | +$7.7K | 16.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 122,472 | +576 | $23.7K | +$6.9K | 0.5% |
| Triumph Capital Management | 106 | +1 | $20.5K | +$6.1K | 0.9% |
| EASTERN BANK | 66 | +14 | $12.8K | +$5.6K | 26.9% |
| CoreCap Advisors, LLC | 32 | +23 | $6.2K | +$5.0K | 255.6% |
| CWM, LLC | 36,250 | +19,624 | $7.0K | +$4.7K | 118.0% |
| Harvest Fund Management Co., Ltd | 22,794 | +22,730 | $4.4K | +$4.4K | 35515.6% |
| Mn Services Vermogensbeheer B.V. | 62,219 | +1,819 | $12.0K | +$3.7K | 3.0% |
| Fortitude Family Office, LLC | 46 | +7 | $8.9K | +$3.5K | 17.9% |
| Stone House Investment Management, LLC | 51 | +1 | $9.9K | +$3.0K | 2.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | +10 | $3.7K | +$2.4K | 111.1% |
| Cambridge Investment Research Advisors, Inc. | 21,428 | +8,366 | $4.1K | +$2.4K | 64.0% |
| Bay Harbor Wealth Management, LLC | 17 | +8 | $3.3K | +$2.1K | 88.9% |
| Abound Wealth Management | 28 | +1 | $5.4K | +$1.7K | 3.7% |
| Daiwa Securities Group Inc. | 28,281 | +621 | $5.5K | +$1.7K | 2.2% |
| BI Asset Management Fondsmaeglerselskab A/S | 9,566 | +3,721 | $1.9K | +$1.0K | 63.7% |
| Financial Management Professionals, Inc. | 11 | +2 | $2.1K | +$890 | 22.2% |
| Valued Wealth Advisors LLC | 9 | +2 | $1.7K | +$780 | 28.6% |
| Dunhill Financial, LLC | 8 | +3 | $1.5K | +$753 | 60.0% |
| PRAXIS INVESTMENT MANAGEMENT INC | 4,839 | +1,879 | $937 | +$530 | 63.5% |
| HFM Investment Advisors, LLC | 7 | +1 | $1.4K | +$529 | 16.7% |
| BESSEMER GROUP INC | 6,070 | +1,052 | $1.2K | +$485 | 21.0% |
| American Capital Advisory, LLC | 2 | +1 | $388 | +$250 | 100.0% |
| CX Institutional | 3,462 | +21 | $670 | +$196 | 0.6% |
| VALLEY NATIONAL ADVISERS INC | 1,056 | +589 | $204 | +$140 | 126.1% |
| HANTZ FINANCIAL SERVICES, INC. | 434 | +64 | $84 | +$33 | 17.3% |
| HAZLETT, BURT & WATSON, INC. | 240 | +115 | $46 | +$29 | 92.0% |
| Migdal Insurance & Financial Holdings Ltd. | 279 | +83 | $54 | +$27 | 42.3% |
| Capital Advisors, Ltd. LLC | 851 | +486 | $45 | -$5 | 133.2% |
| Avion Wealth | 23 | +3 | $4 | +$2 | 15.0% |